First Trust Nasdaq Clean Edge Green Energy Index Fund
ALTAR
Score™
-1.1% info Recommen-
dation
AVOID
2022E    2023E
P/E
ratio
51.0x P/Sales
ratio
2.9x
P/BV
ratio
3.6x Div.
yield
0.6%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
First Trust NASDAQ Clean Edge Green Energy Index Fund seeks investment results that correspond generally to the price and yield of the NASDAQ Clean Edge U.S. Liquid Series Index, which tracks cl

FUND BASICS
Category US Equities
Fund Sponsor First Trust Advisors LP
Website www.ftportfolios.com
Inception date Feb 08, 2007
Assets (mns) $1,927
Currency USD
Expense ratio 60 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 66
Wgt avg mkt cap (mns) $100,226
Large cap (>$10bn) 51.4%
Mid cap ($2-10bn) 36.7%
Small cap (<$2bn) 8.3%
Developed mkts 84.8%
Emerging mkts 15.2%

TOP TEN HOLDINGS
ALBEMARLE CORP 9.6 %
ON SEMICONDUCTOR CORPORATION 8.4 %
ENPHASE ENERGY INC 7.8 %
TESLA MOTORS INC 7.1 %
NIO INC. SPONSORED ADR CLASS A 6.7 %
SOLAREDGE TECHNOLOGIES, INC. 3.7 %
BROOKFIELD RENEWABLE PARTNERS LP 3.5 %
PLUG POWER INC 3.0 %
WOLFSPEED INC 3.0 %
XPENG, INC. ADR SPONSORED CLASS A 3.0 %
Total 55.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 77.2 %
CHINA 11.7 %
CANADA 5.7 %
CHILE 2.3 %
BRITAIN 1.3 %
INDIA 1.0 %
SPAIN 0.5 %
SINGAPORE 0.2 %



HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-23.2% -19.5% 26.2% 18.8% 7.1%

Market Correlations
versus... Beta R-squared
S&P500 1.68 53%
MSCI EAFE 1.57 44%
MSCI Emg. Mkts. 1.51 48%

Technical Indicators
Recent close $51.99
30d moving avg. $53.96
Annualized volatility 43.1%
Short interest (ETF) 0.9%
Short interest (Underlying) 7.6%
Relative strength (RSI) 39

Liquidity measures
Avg. volume (thou.) 339
Turnover 0.9%
Bid/Ask (% of price) 0.08%
ADV underlying (mns) $27,754

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 694 potential alternatives to the First Trust Nasdaq Clean Edge Green Energy Index Fund ETF based on the alternatives' overlap in portfolio holdings with QCLN. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: QCLN Expense: 60 bp ALTAR Score™: -1.1%


ALTERNATIVE ETFs BASED ON OVERLAP WITH QCLN
Ticker Fund
Name
Overlap1
vs QCLN
(%)
Expense
ratio
(bp)
Savings
vs QCLN
(bp)
ALTAR
Score™
(%)
ALTAR
vs QCLN
(%)
PBW Invesco WilderHill Clean Energy ETF 34.8 61 -1 -7.6 -6.5
ACES ALPS Clean Energy ETF 33.8 55 5 -0.6 +0.5
ICLN iShares Global Clean Energy ETF 28.0 42 18 1.9 +3.0
BNE Blue Horizon BNE ETF 26.3 87 -27 1.9 +3.0
SMOG VanEck Low Carbon Energy ETF 25.6 62 -2 1.8 +2.9
FDRV Fidelity Electric Vehicles and Future Transportation ETF 24.1 39 21 -1.1 +0.0
TAN Invesco Solar ETF 23.6 69 -9 2.0 +3.1
ERTH Invesco MSCI Sustainable Future ETF 23.4 55 5 4.0 +5.1
CTEC Global X CleanTech ETF 22.9 50 10 1.4 +2.5
MVPS Amplify Thematic All-Stars ETF 22.5 49 11 2.1 +3.1
VCLN Virtus Duff & Phelps Clean Energy ETF 22.0 59 1 0.0 +1.1
RAYS Global X Solar ETF 21.8 50 10 2.0 +3.1
CNRG SPDR S&P Kensho Clean Power ETF 21.6 45 15 1.7 +2.8
PBD Invesco Global Clean Energy ETF 21.3 75 -15 -0.7 +0.4
FRNW Fidelity Clean Energy ETF 20.3 39 21 1.8 +2.9
SHFT iClima Distributed Renewable Energy Transition Leaders ETF 19.6 65 -5 -1.6 -0.6
CLMA iClima Global Decarbonization Transition Leaders ETF 19.0 65 -5 2.0 +3.1
BATT Amplify Lithium & Battery Technology ETF 18.6 59 1 2.5 +3.5
DTOX Amplify Cleaner Living ETF 18.0 59 1 -0.9 +0.2
LIT Global X Lithium & Battery Tech ETF 17.9 75 -15 2.6 +3.7
NZRO Strategy Shares Halt Climate Change ETF 17.0 95 -35 1.8 +2.9
NETZ Engine No 1 Transform Climate ETF 16.1 75 -15 6.2 +7.3
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 15.4 70 -10 4.7 +5.8
ZGEN Generation Z ETF 15.1 60 0 -5.5 -4.4
SOLR SmartETFs Sustainable Energy II Fund 15.0 79 -19 4.0 +5.1
DRIV Global X Autonomous & Electric Vehicles ETF 15.0 68 -8 4.3 +5.4
WWOW Direxion World Without Waste ETF 14.8 50 10 0.6 +1.7
XSD SPDR S&P Semiconductor ETF 14.2 35 25 6.0 +7.1
GK AdvisorShares Gerber Kawasaki ETF 12.8 81 -21 4.5 +5.5
PGJ Invesco Golden Dragon China ETF 12.4 69 -9 2.4 +3.5
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 12.1 45 15 3.1 +4.2
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 11.9 70 -10 4.0 +5.1
KGRN KraneShares MSCI China Clean Technology Index ETF 10.7 79 -19 7.3 +8.3
WBAT WisdomTree Battery Value Chain and Innovation Fund 10.5 45 15 3.8 +4.8
MOTO SmartETFs Smart Transportation & Technology ETF 10.5 68 -8 6.9 +8.0
EKAR Innovation Shares NextGen Vehicles & Technology ETF 10.3 65 -5 5.4 +6.5
IQM Franklin Intelligent Machines ETF 10.3 50 10 3.7 +4.7
CARZ First Trust NASDAQ Global Auto Index Fund 9.7 70 -10 5.2 +6.3
ARKQ Ark Autonomous Tech. & Robotics ETF 9.7 75 -15 -2.3 -1.2
DMAT Global X Disruptive Materials ETF 9.6 59 1 6.3 +7.4
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 9.6 96 -36 4.7 +5.8
HAIL SPDR S&P Kensho Smart Mobility ETF 9.4 45 15 3.2 +4.2
SFYF SoFi 50 ETF 9.4 29 31 -2.4 -1.3
GMET VanEck Green Metals ETF 9.2 59 1 7.7 +8.8
SIMS SPDR S&P Kensho Intelligent Structures ETF 9.0 45 15 2.4 +3.5
SPRX Spear Alpha ETF 9.0 75 -15 1.6 +2.7
ALFA AlphaClone Alternative Alpha ETF 8.9 65 -5 4.0 +5.1
IDRV iShares Self-driving EV & Tech ETF 8.9 47 13 7.1 +8.2
CLNR IQ Cleaner Transport ETF 8.2 45 15 6.8 +7.8
KOMP SPDR Kensho New Economies Composite ETF 8.2 20 40 0.8 +1.9
GSFP Goldman Sachs Future Planet Equity ETF 8.0 75 -15 3.7 +4.8
FTXL First Trust Nasdaq Semiconductor ETF 7.9 60 0 7.7 +8.8
BTEK BlackRock Future Tech ETF 7.7 88 -28 0.5 +1.6
ECOZ TrueMark ESG Active Opportunities ETF 7.7 58 2 5.0 +6.1
CGGR Capital Group Growth ETF 7.5 39 21 4.6 +5.7
RNRG Global X Renewable Energy Producers ETF 7.5 65 -5 2.5 +3.6
FDIS Fidelity MSCI Consumer Discretionary Index ETF 7.1 8 52 5.8 +6.9
VCR Vanguard Consumer Discretionary Index Fund 7.1 10 50 5.7 +6.8
RXI iShares Global Consumer Discretionary ETF 7.1 43 17 5.5 +6.6
XLY Consumer Discretionary Select Sector SPDR Fund 7.1 10 50 5.3 +6.4
IYC iShares U.S. Consumer Services ETF 7.1 43 17 4.6 +5.6
FDG American Century Focused Dynamic Growth ETF 7.1 45 15 3.2 +4.3
FFND Future Fund Active ETF 7.1 101 -41 2.2 +3.3
VBB Valkyrie Balance Sheet Opportunities ETF 7.1 75 -15 -2.1 -1.0
ARKK ARK Innovation ETF 7.1 75 -15 -6.9 -5.8
LUXE Emles Luxury Goods ETF 7.1 60 0 4.2 +5.2
ETHO Etho Climate Leadership U.S. ETF 7.0 48 12 4.6 +5.7
ARKW ARK Web x.0 ETF 6.6 83 -23 -16.5 -15.4
PSI Invesco Dynamic Semiconductors ETF 6.4 56 4 6.5 +7.6
CHIQ Global X MSCI China Consumer ETF 6.3 65 -5 2.3 +3.4
FNI First Trust Chindia ETF 6.1 60 0 2.2 +3.3
QQQJ Invesco NASDAQ Next Gen 100 ETF 5.9 15 45 4.1 +5.2
NULG Nuveen ESG Large-Cap Growth ETF 5.6 25 35 4.7 +5.8
AIEQ AI Powered Equity ETF 5.5 80 -20 3.4 +4.5
FXN First Trust Energy AlphaDEX Fund 5.4 64 -4 6.6 +7.7
GRZZ Grizzle Growth ETF 5.4 75 -15 6.2 +7.3
SAMT Strategas Macro Thematic Opportunities ETF 5.4 65 -5 3.4 +4.4
JHMC John Hancock Multifactor Consumer Discretionary ETF 5.4 40 20 5.5 +6.6
QQQN VictoryShares Nasdaq Next 50 ETF 5.3 18 42 6.1 +7.2
ISRA VanEck Israel ETF 5.2 62 -2 6.8 +7.8
HYDR Global X Hydrogen ETF 5.2 50 10 -15.4 -14.3
SLT Pacer Salt High truBeta US Market ETF 5.0 60 0 0.0 +1.1
RPG Invesco S&P 500 Pure Growth ETF 4.9 35 25 6.8 +7.9
SOXX iShares PHLX Semiconductor ETF 4.9 43 17 7.6 +8.7
MAKX ProShares S&P Kensho Smart Factories ETF 4.9 58 2 3.8 +4.9
FBCG Fidelity Blue Chip Growth ETF 4.9 59 1 2.6 +3.6
SFY SoFi Select 500 ETF 4.8 0 60 6.0 +7.1
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 4.8 20 40 5.0 +6.1
MTUM iShares MSCI USA Momentum Factor ETF 4.8 15 45 5.4 +6.5
MEME Roundhill MEME ETF 4.8 69 -9 -3.6 -2.5
WGRO WisdomTree U.S. Growth & Momentum Fund 4.8 55 5 7.2 +8.3
HLAL Wahed FTSE USA Shariah ETF 4.7 50 10 5.4 +6.5
BUZZ VanEck Social Sentiment ETF 4.7 75 -15 0.5 +1.6
SPHB Invesco S&P 500 High Beta ETF 4.7 25 35 5.4 +6.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 4.6 10 50 5.6 +6.7
DTEC ALPS Disruptive Technologies ETF 4.6 50 10 4.0 +5.1
BKUS BNY Mellon Sustainable US Equity ETF 4.6 60 0 5.2 +6.3
UBCB UBC Algorithmic Fundamentals ETF 4.5 75 -15 4.6 +5.6
RTM Invesco S&P 500 Equal Weight Materials ETF 4.5 40 20 6.7 +7.7
WTAI WisdomTree Artificial Intelligence and Innovation Fund 4.4 45 15 2.1 +3.1
HJEN Direxion Hydrogen ETF 4.4 45 15 -3.1 -2.0
HDRO Defiance Next Gen H2 ETF 4.4 30 30 -4.2 -3.2
TIME Clockwise Capital Innovation ETF 4.4 95 -35 3.0 +4.1
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 4.4 21 39 4.0 +5.1
ECLN First Trust EIP Carbon Impact ETF 4.4 97 -37 3.3 +4.3
IYM iShares U.S. Basic Materials ETF 4.3 43 17 8.6 +9.6
NZUS SPDR MSCI USA Climate Paris Aligned ETF 4.3 10 50 5.7 +6.8
VEGN US Vegan Climate ETF 4.3 60 0 5.7 +6.7
GTEK Goldman Sachs Future Tech Leaders Equity ETF 4.3 75 -15 3.4 +4.5
PEXL Pacer US Export Leaders ETF 4.3 60 0 6.2 +7.3
ILCG iShares Morningstar Growth ETF 4.2 4 56 4.6 +5.6
KESG KraneShares MSCI China ESG Leaders Index ETF 4.2 59 1 8.9 +10.0
SCHG Schwab U.S. Large-Cap Growth ETF 4.2 4 56 4.7 +5.8
REMX VanEck Rare Earth/Strategic Metals ETF 4.1 59 1 2.4 +3.5
SOXQ Invesco PHLX Semiconductor ETF 4.1 0 60 8.1 +9.1
TEMP JPMorgan Climate Change Solutions ETF 4.1 49 11 4.5 +5.6
TMFC Motley Fool 100 Index ETF 4.0 50 10 4.7 +5.8
QYLD Global X NASDAQ 100 Covered Call ETF 3.9 60 0 5.4 +6.4
MGK Vanguard Mega Cap Growth ETF 3.9 7 53 5.2 +6.3
VOOG Vanguard S&P 500 Growth ETF 3.9 10 50 5.7 +6.8
IVW iShares S&P 500 Growth ETF 3.9 18 42 5.6 +6.7
SPYG SPDR Portfolio S&P 500 Growth ETF 3.9 4 56 5.8 +6.8
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 3.9 60 0 5.3 +6.4
RUFF Alpha Dog ETF 3.9 90 -30 4.9 +5.9
IWY iShares Russell Top 200 Growth ETF 3.8 20 40 5.8 +6.9
QRMI Global X NASDAQ 100 Risk Managed Income ETF 3.8 60 0 5.1 +6.1
IUSG iShares Core S&P US Growth ETF 3.8 4 56 5.8 +6.9
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF 3.8 58 2 3.9 +5.0
XITK SPDR FactSet Innovative Technology ETF 3.8 45 15 -3.2 -2.1
QQQ Invesco QQQ Trust 3.8 20 40 5.6 +6.7
QQQM Invesco NASDAQ 100 ETF 3.8 15 45 5.8 +6.8
NUSI Nationwide Risk-Managed Income ETF 3.7 68 -8 4.9 +5.9
LGBT LGBTQ + ESG100 ETF 3.7 75 -15 5.0 +6.1
ITEQ BlueStar Israel Technology ETF 3.7 75 -15 1.6 +2.7
PTF Invesco DWA Technology Momentum ETF 3.7 60 0 4.7 +5.8
ACSI American Customer Satisfaction Core Alpha ETF 3.7 66 -6 5.0 +6.1
SPQQ Siren Large Cap Blend Index ETF 3.6 20 40 0.0 +1.1
NUSC Nuveen ESG Small-Cap ETF 3.6 30 30 5.7 +6.8
FSST Fidelity Sustainability U.S. Equity ETF 3.5 59 1 5.9 +7.0
QTR Global X NASDAQ 100 Tail Risk ETF 3.5 60 0 5.2 +6.3
VUG Vanguard Growth Index Fund 3.5 4 56 4.9 +6.0
XT iShares Exponential Technologies ETF 3.5 46 14 4.2 +5.3
DSI iShares MSCI KLD 400 Social ETF 3.5 25 35 6.0 +7.1
IWF iShares Russell 1000 Growth ETF 3.5 19 41 5.5 +6.6
VONG Vanguard Russell 1000 Growth Index Fund 3.5 8 52 5.6 +6.7
ESG FlexShares STOXX US ESG Impact Index Fund 3.3 32 28 5.9 +7.0
QCLR Global X NASDAQ 100 Collar 95-110 ETF 3.3 60 0 5.0 +6.0
NUMG Nuveen ESG Mid-Cap Growth ETF 3.3 30 30 4.3 +5.3
VBK Vanguard Small-Cap Growth Index Fund 3.3 7 53 2.5 +3.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.3 49 11 5.3 +6.4
PZLG Puzzle Mature Growth 3.3 10 50 4.7 +5.8
ERSX ERShares NextGen Entrepreneurs ETF 3.3 75 -15 5.9 +7.0
SUSL iShares ESG MSCI USA Leaders ETF 3.3 10 50 6.0 +7.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 3.3 10 50 6.0 +7.1
MMTM SPDR S&P 1500 Momentum Tilt ETF 3.2 12 48 5.6 +6.7
IMCG iShares Morningstar Mid-Cap Growth ETF 3.2 6 54 4.5 +5.6
XOUT GraniteShares XOUT U.S. Large Cap ETF 3.2 60 0 5.5 +6.6
XLG Invesco S&P 500 Top 50 ETF 3.2 20 40 5.5 +6.6
JHMT John Hancock Multifactor Technology ETF 3.1 40 20 6.3 +7.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.1 70 -10 4.4 +5.4
PWB Invesco Dynamic Large Cap Growth ETF 3.0 56 4 4.7 +5.7
XLB Materials Select Sector SPDR Fund 3.0 10 50 6.0 +7.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.9 95 -35 2.4 +3.5
XNTK SPDR NYSE Technology ETF 2.9 35 25 5.7 +6.7
ISCG iShares Morningstar Small-Cap Growth ETF 2.9 6 54 1.5 +2.6
NACP Impact Shares NAACP Minority Empowerment ETF 2.9 49 11 6.0 +7.1
VAW Vanguard Materials Index Fund 2.8 10 50 6.9 +7.9
EATV VegTech Plant-based Innovation & Climate ETF 2.8 75 -15 -4.2 -3.1
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 2.8 50 10 3.1 +4.2
IJK iShares S&P Mid-Cap 400 Growth ETF 2.8 17 43 6.8 +7.9
NULC Nuveen ESG Large-Cap ETF 2.8 20 40 6.0 +7.1
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.8 15 45 6.8 +7.9
ADRE Invesco BLDRS Emerging Markets 50 ADR Index Fund 2.8 30 30 7.3 +8.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.8 15 45 6.7 +7.8
AIQ Global X Future Analytics Tech ETF 2.8 68 -8 5.2 +6.2
BECO BlackRock Future Climate and Sustainable Economy ETF 2.8 70 -10 4.8 +5.8
IYE iShares U.S. Energy ETF 2.7 42 18 4.2 +5.3
FEVR Inspire Faithward Large Cap Momentum ESG ETF 2.7 85 -25 4.8 +5.8
FMAT Fidelity MSCI Materials Index ETF 2.7 8 52 6.9 +8.0
NTZO Impact Shares MSCI Global Climate Select ETF 2.7 30 30 5.8 +6.9
QGRO American Century STOXX U.S. Quality Growth ETF 2.7 29 31 7.7 +8.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.6 15 45 8.2 +9.2
STLG iShares Factors US Growth Style ETF 2.6 25 35 8.1 +9.2
SMH VanEck Semiconductor ETF 2.6 35 25 7.2 +8.2
IPO Renaissance IPO ETF 2.6 60 0 6.6 +7.7
SDG iShares Sustainable MSCI Global Impact ETF 2.6 49 11 8.4 +9.5
IWO iShares Russell 2000 Growth ETF 2.6 24 36 1.0 +2.1
OEF iShares S&P 100 ETF 2.6 20 40 5.8 +6.9
VTWG Vanguard Russell 2000 Growth Index Fund 2.6 15 45 1.0 +2.1
FXL First Trust Technology AlphaDEX Fund 2.5 61 -1 6.6 +7.7
JMOM JPMorgan U.S. Momentum Factor ETF 2.5 12 48 5.9 +7.0
RYT Invesco S&P 500 Equal Weight Technology ETF 2.5 40 20 6.5 +7.5
BICK First Trust BICK Index Fund 2.5 64 -4 5.2 +6.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.5 63 -3 4.5 +5.6
VOT Vanguard Mid-Cap Growth Index Fund 2.5 7 53 4.1 +5.2
CTRU ARK Transparency ETF 2.4 55 5 2.8 +3.9
RAYD Rayliant Quantitative Developed Market Equity ETF 2.4 80 -20 8.9 +10.0
PYZ Invesco DWA Basic Materials Momentum ETF 2.4 60 0 9.0 +10.1
XME SPDR S&P Metals & Mining ETF 2.4 35 25 7.2 +8.2
SCHM Schwab U.S. Mid-Cap ETF 2.4 4 56 6.4 +7.5
SPXT ProShares S&P 500 Ex-Technology ETF 2.4 27 33 6.1 +7.2
QQMG Invesco ESG NASDAQ 100 ETF 2.4 20 40 5.9 +7.0
INNO Harbor Disruptive Innovation ETF 2.4 75 -15 -3.5 -2.5
IQSU IQ Candriam ESG US Equity ETF 2.4 9 51 5.9 +7.0
EQRR ProShares Equities for Rising Rates ETF 2.3 35 25 6.8 +7.9
FRDM Freedom 100 Emerging Markets ETF 2.3 49 11 8.5 +9.6
ILF iShares Latin America 40 ETF 2.3 48 12 7.3 +8.4
MOO VanEck Agribusiness ETF 2.3 56 4 5.6 +6.6
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 2.3 17 43 5.5 +6.5
FTC First Trust Large Cap Growth AlphaDEX Fund 2.3 60 0 5.3 +6.4
ESGV Vanguard ESG U.S. Stock ETF 2.3 9 51 6.0 +7.1
JHMA John Hancock Multifactor Materials ETF 2.3 40 20 8.5 +9.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.3 30 30 9.4 +10.5
EMLP First Trust North American Energy Infrastructure Fund 2.2 96 -36 4.7 +5.8
OSCV Opus Small Cap Value Plus ETF 2.2 79 -19 5.3 +6.4
FTAG First Trust Indxx Global Agriculture ETF 2.2 70 -10 6.6 +7.7
SPXV ProShares S&P 500 Ex-Health Care ETF 2.2 27 33 5.7 +6.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.2 14 46 6.0 +7.1
SPXN ProShares S&P 500 Ex-Financials ETF 2.2 27 33 5.7 +6.8
XJH iShares ESG Screened S&P Mid-Cap ETF 2.2 12 48 7.7 +8.8
FDMO Fidelity Momentum Factor ETF 2.2 29 31 5.1 +6.2
XMHQ Invesco S&P MidCap Quality ETF 2.1 25 35 8.3 +9.3
JHSC John Hancock Multifactor Small Cap ETF 2.1 42 18 6.5 +7.5
TINT ProShares Smart Materials ETF 2.1 58 2 5.4 +6.5
XVV iShares ESG Screened S&P 500 ETF 2.1 8 52 6.1 +7.2
FTHI First Trust High Income ETF 2.1 85 -25 5.9 +7.0
FYC First Trust Small Cap Growth AlphaDEX Fund 2.1 71 -11 2.8 +3.8
IWL iShares Russell Top 200 ETF 2.1 15 45 5.9 +7.0
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 2.1 75 -15 5.7 +6.7
RNMC Mid Cap US Equity Select ETF 2.0 60 0 7.8 +8.9
SUSA iShares MSCI USA ESG Select ETF 2.0 25 35 5.9 +7.0
MDY SPDR S&P Midcap 400 ETF Trust 2.0 23 37 7.4 +8.4
IDAT iShares Cloud 5G and Tech ETF 2.0 47 13 6.4 +7.5
EQAL Invesco Russell 1000 Equal Weight ETF 2.0 20 40 6.2 +7.3
BKSE BNY Mellon US Small Cap Core Equity ETF 2.0 4 56 5.8 +6.9
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 2.0 69 -9 6.5 +7.6
EWMC Invesco S&P MidCap 400 Equal Weight ETF 2.0 40 20 7.3 +8.4
IJH iShares Core S&P Mid-Cap ETF 2.0 5 55 7.5 +8.6
FAN First Trust Global Wind Energy ETF 2.0 62 -2 3.5 +4.6
SPMD SPDR Portfolio Mid Cap ETF 2.0 5 55 7.5 +8.6
FPX First Trust US IPO Index Fund 2.0 57 3 2.5 +3.6
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.0 35 25 6.1 +7.2
VOTE Engine No. 1 Transform 500 ETF 2.0 5 55 5.9 +7.0
IVOO Vanguard S&P Mid-Cap 400 ETF 2.0 10 50 7.5 +8.5
MGC Vanguard Mega Cap Index Fund 2.0 7 53 5.9 +7.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.0 39 21 4.3 +5.4
SPXE ProShares S&P 500 Ex-Energy ETF 2.0 27 33 6.0 +7.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.0 9 51 4.9 +6.0
BKLC BNY Mellon US Large Cap Core Equity ETF 2.0 0 60 6.0 +7.1
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.9 20 40 6.0 +7.1
PBP Invesco S&P 500 BuyWrite ETF 1.9 49 11 5.7 +6.8
BOSS Global X Founder-Run Companies ETF 1.9 45 15 2.9 +4.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.9 7 53 5.6 +6.7
GVIP Goldman Sachs Hedge Industry VIP ETF 1.9 45 15 5.8 +6.9
XRMI Global X S&P 500 Risk Managed Income ETF 1.9 60 0 5.5 +6.6
PBUS Invesco PureBeta MSCI USA ETF 1.9 4 56 6.0 +7.0
XYLG Global X S&P 500 Covered Call & Growth ETF 1.9 60 0 5.6 +6.6
CATH Global X S&P 500 Catholic Values Custom ETF 1.9 29 31 5.7 +6.8
DFUS Dimensional U.S. Equity ETF 1.9 11 49 6.0 +7.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.9 15 45 6.1 +7.2
ILCB iShares Morningstar U.S. Equity ETF 1.9 3 57 5.9 +7.0
IYY iShares Dow Jones U.S. ETF 1.9 20 40 5.8 +6.8
CXSE WisdomTree China ex-State-Owned Enterprises Fund 1.9 32 28 6.1 +7.1
JHMM John Hancock Multifactor Mid Cap ETF 1.9 41 19 6.7 +7.8
SCHK Schwab 1000 Index ETF 1.9 5 55 5.9 +7.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.9 3 57 5.6 +6.7
SCHX Schwab U.S. Large-Cap ETF 1.9 3 57 5.9 +7.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.9 2 58 6.0 +7.1
PBSM Invesco PureBeta MSCI USA Small Cap ETF 1.9 6 54 5.6 +6.7
IVV iShares Core S&P 500 ETF 1.9 3 57 6.1 +7.1
BIBL Inspire ETF 1.9 35 25 5.5 +6.5
SCHB Schwab U.S. Broad Market ETF 1.9 3 57 5.9 +7.0
SPLG SPDR Portfolio S&P 500 ETF 1.9 3 57 6.1 +7.1
SPY SPDR S&P 500 ETF Trust 1.9 9 51 6.0 +7.1
VOO VANGUARD S&P 500 ETF 1.9 3 57 6.1 +7.1
IUSA Amberwave Invest USA JSG Fund 1.9 67 -7 6.4 +7.5
VV Vanguard Large-Cap Index Fund 1.9 4 56 5.9 +7.0
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.9 49 11 7.3 +8.4
IZRL ARK Israel Innovative Technology ETF 1.9 49 11 -7.6 -6.5
RYJ Invesco Raymond James SB-1 Equity ETF 1.9 75 -15 3.5 +4.6
VXF Vanguard Extended Market Index Fund 1.9 6 54 2.6 +3.6
IWB iShares Russell 1000 ETF 1.8 15 45 5.9 +7.0
VONE Vanguard Russell 1000 ETF 1.8 8 52 6.0 +7.0
IWV iShares Russell 3000 ETF 1.8 20 40 5.6 +6.6
SPTM SPDR Portfolio Total Stock Market ETF 1.8 3 57 6.2 +7.3
ESGU iShares MSCI USA ESG Optimized ETF 1.8 15 45 5.9 +7.0
XVOL Acruence Active Hedge U.S. Equity ETF 1.8 83 -23 5.3 +6.4
RESP WisdomTree US ESG Fund of Benef Interest 1.8 28 32 7.3 +8.4
PSCT Invesco S&P SmallCap Information Technology ETF 1.8 29 31 6.2 +7.3
KGHG KraneShares Global Carbon Transformation ETF 1.8 89 -29 5.9 +7.0
VTHR Vanguard Russell 3000 Index Fund 1.8 10 50 5.7 +6.8
VTI Vanguard Total Stock Market Index Fund 1.8 3 57 5.5 +6.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.8 7 53 5.9 +7.0
SLYG SPDR S&P 600 Small Cap Growth ETF 1.8 15 45 7.9 +9.0
IJT iShares S&P Small-Cap 600 Growth ETF 1.8 18 42 7.9 +9.0
XTR Global X S&P 500 Tail Risk ETF 1.8 60 0 5.7 +6.8
FNX First Trust Mid Cap Core AlphaDEX Fund 1.8 60 0 7.7 +8.7
SCHA Schwab U.S. Small-Cap ETF 1.8 4 56 5.5 +6.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.8 16 44 8.0 +9.1
IWM iShares Russell 2000 ETF 1.8 19 41 1.5 +2.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.8 12 48 5.8 +6.9
TDV ProShares S&P Technology Dividend Aristocrats ETF 1.8 46 14 6.6 +7.7
XCLR Global X S&P 500 Collar 95-110 ETF 1.8 60 0 5.5 +6.5
ACVF American Conservative Values ETF 1.7 75 -15 5.2 +6.3
VTWO Vanguard Russell 2000 Index Fund 1.7 10 50 1.7 +2.8
DFAU Dimensional US Core Equity Market ETF 1.7 12 48 6.2 +7.3
VB Vanguard Small-Cap ETF 1.7 5 55 6.1 +7.1
IWP iShares Russell Mid-Cap Growth ETF 1.7 23 37 4.4 +5.4
ISCB iShares Morningstar Small-Cap ETF 1.7 4 56 5.1 +6.2
MXI iShares Global Materials ETF 1.7 43 17 6.8 +7.9
GNR SPDR S&P Global Natural Resources ETF 1.7 40 20 7.5 +8.6
ISMD Inspire Small/Mid Cap Impact ETF 1.7 57 3 6.2 +7.3
MCHI iShares MSCI China ETF 1.7 59 1 9.5 +10.6
VFMO Vanguard U.S. Momentum Factor ETF 1.6 13 47 6.0 +7.1
PSCM Invesco S&P SmallCap Materials ETF 1.6 29 31 5.9 +7.0
BKES BNY Mellon Sustainable Global Emerging Markets ETF 1.6 11 49 4.7 +5.7
SMMD iShares Russell 2500 ETF 1.6 15 45 6.4 +7.5
UTES Virtus Reaves Utilities ETF 1.6 49 11 4.5 +5.6
SFYX Sofi Next 500 ETF 1.6 0 60 6.6 +7.7
RCD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 1.6 40 20 5.6 +6.6
FLQL Franklin LibertyQ U.S. Equity ETF 1.6 15 45 7.2 +8.3
QTUM Defiance Quantum ETF 1.6 40 20 6.3 +7.3
WLDR Affinity World Leaders Equity ETF 1.6 67 -7 8.9 +10.0
FPXE First Trust IPOX Europe Equity Opportunities ETF 1.6 70 -10 -12.5 -11.5
FLCH Franklin FTSE China ETF 1.6 19 41 9.7 +10.8
IMCB iShares Morningstar Mid-Cap ETF 1.6 4 56 6.0 +7.1
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.6 35 25 9.2 +10.3
SMDY Syntax Stratified MidCap ETF 1.6 35 25 6.8 +7.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.5 4 56 6.1 +7.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.5 15 45 6.1 +7.1
MIDF iShares Edge MSCI Multifactor USA Mid-Cap ETF 1.5 25 35 9.8 +10.9
MOON Direxion Moonshot Innovators ETF 1.5 65 -5 -21.0 -19.9
RFFC RiverFront Dynamic US Flex-Cap ETF 1.5 52 8 5.6 +6.7
DEIF Sterling Capital Diverse Multi-Manager Active ETF 1.5 65 -5 6.5 +7.5
SQEW LeaderShares Equity Skew ETF 1.5 75 -15 6.3 +7.4
KALL KraneShares MSCI All China Index ETF 1.5 49 11 10.2 +11.3
GXC SPDR S&P China ETF 1.5 59 1 9.8 +10.9
FUTY Fidelity MSCI Utilities Index ETF 1.5 8 52 5.4 +6.5
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 1.5 25 35 6.4 +7.5
RNSC Small Cap US Equity Select ETF 1.4 60 0 8.5 +9.6
DFAS Dimensional U.S. Small Cap ETF 1.4 34 26 6.7 +7.8
KOKU Xtrackers MSCI Kokusai Equity ETF 1.4 9 51 6.0 +7.1
TOK iShares MSCI Kokusai ETF 1.4 25 35 5.9 +6.9
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.4 60 0 5.6 +6.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.4 29 31 8.2 +9.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.4 15 45 7.9 +9.0
VO Vanguard Mid-Cap Index Fund 1.4 4 56 5.7 +6.7
AVUS Avantis U.S. Equity ETF 1.3 15 45 6.9 +8.0
GSPY Gotham Enhanced 500 ETF 1.3 50 10 6.3 +7.3
BITQ Bitwise Crypto Industry Innovators ETF 1.3 85 -25 -5.7 -4.6
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 1.3 17 43 6.2 +7.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.3 9 51 6.4 +7.5
PID Invesco International Dividend Achievers ETF 1.3 56 4 7.2 +8.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.3 30 30 6.9 +8.0
URTH iShares MSCI World ETF 1.3 24 36 5.9 +7.0
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 1.3 35 25 7.6 +8.7
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.3 29 31 7.1 +8.1
IJJ iShares S&P Mid-Cap 400 Value ETF 1.3 18 42 8.2 +9.3
MDYV SPDR S&P 400 Mid Cap Value ETF 1.3 15 45 8.3 +9.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.3 15 45 8.2 +9.3
HAP VanEck Natural Resources ETF 1.3 49 11 6.3 +7.4
PUNK Subversive Metaverse ETF 1.3 75 -15 2.4 +3.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.3 20 40 6.2 +7.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.3 20 40 6.8 +7.9
THNQ ROBO Global Artificial Intelligence ETF 1.2 68 -8 3.3 +4.3
GIGE SoFi Gig Economy ETF 1.2 59 1 -6.5 -5.4
IWR iShares Russell Midcap ETF 1.2 19 41 5.9 +7.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.2 15 45 8.1 +9.1
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.2 60 0 2.1 +3.2
FNDA Schwab Fundamental U.S. Small Co. Index ETF 1.2 25 35 6.0 +7.1
ACWI iShares MSCI ACWI ETF 1.2 32 28 6.1 +7.2
XJR iShares ESG Screened S&P Small-Cap ETF 1.2 12 48 7.4 +8.5
FTXR First Trust Nasdaq Transportation ETF 1.2 60 0 5.8 +6.9
AIRR First Trust RBA American Industrial Renaissance ETF 1.2 70 -10 6.5 +7.6
EPS WisdomTree U.S. Earnings 500 Fund 1.2 8 52 7.4 +8.5
VT Vanguard Total World Stock ETF 1.2 8 52 6.2 +7.3
REM iShares Mortgage Real Estate ETF 1.2 48 12 13.5 +14.6
MORT VanEck Mortgage REIT Income ETF 1.2 40 20 12.7 +13.8
EZM WisdomTree U.S. MidCap Earnings Fund 1.2 38 22 9.9 +11.0
NUMV Nuveen ESG Mid-Cap Value ETF 1.2 30 30 8.2 +9.3
EUSA iShares MSCI USA Equal Weighted ETF 1.2 9 51 6.0 +7.1
AVSC Avantis U.S Small Cap Equity ETF 1.2 25 35 5.2 +6.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.1 9 51 6.1 +7.2
IUSS Invesco Strategic US Small Company ETF 1.1 23 37 6.2 +7.3
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.1 35 25 5.7 +6.8
ESIX SPDR S&P SmallCap 600 ESG ETF 1.1 12 48 7.9 +9.0
IJR iShares Core S&P Small Cap ETF 1.1 6 54 7.6 +8.7
SLY SPDR S&P 600 Small Cap ETF 1.1 15 45 7.6 +8.6
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.1 5 55 7.7 +8.7
EQUL IQ Engender Equality ETF 1.1 45 15 7.4 +8.5
JHML John Hancock Multifactor Large Cap ETF 1.1 29 31 6.3 +7.3
VIOO Vanguard S&P Small-Cap 600 ETF 1.1 10 50 7.7 +8.7
FSMD Fidelity Small-Mid Factor ETF 1.1 29 31 8.5 +9.5
EMXF iShares ESG Advanced MSCI EM ETF 1.1 16 44 8.4 +9.4
SMLE Xtrackers S&P SmallCap 600 ESG ETF 1.1 15 45 7.8 +8.9
IWN iShares Russell 2000 Value ETF 1.1 24 36 2.2 +3.3
VPU Vanguard Utilities Index Fund 1.1 10 50 5.4 +6.4
XMMO Invesco S&P MidCap Momentum ETF 1.1 33 27 7.7 +8.8
VTWV Vanguard Russell 2000 Value Index Fund 1.1 15 45 2.6 +3.7
EQOP Natixis U.S. Equity Opportunities ETF 1.0 90 -30 6.0 +7.0
KLCD KFA Large Cap Quality Dividend Index ETF 1.0 42 18 6.3 +7.3
ECNS iShares MSCI China Small-Cap ETF 1.0 59 1 12.9 +13.9
IWS iShares Russell Mid-Cap Value ETF 1.0 23 37 6.7 +7.8
QLC FlexShares US Quality Large Cap Index Fund 1.0 32 28 6.7 +7.8
GURU Global X Guru Index ETF 1.0 75 -15 1.4 +2.5
KRMA Global X Conscious Companies ETF 1.0 43 17 6.3 +7.3
SIXA 6 Meridian Mega Cap Equity ETF 1.0 86 -26 7.5 +8.6
EMMF WisdomTree Emerging Markets Multifactor Fund 1.0 48 12 11.1 +12.1
CHIK Global X MSCI China Information Technology ETF 1.0 65 -5 5.5 +6.6
TCHI iShares MSCI China Multisector Tech ETF 1.0 59 1 3.8 +4.9
DFAC Dimensional U.S. Core Equity 2 ETF 1.0 19 41 6.7 +7.8
WNDY Global X Wind Energy ETF 1.0 50 10 3.5 +4.6
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.0 64 -4 7.5 +8.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.0 9 51 5.8 +6.8
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 1.0 108 -48 6.6 +7.7
FIDU Fidelity MSCI Industrials Index ETF 1.0 8 52 6.2 +7.3
CACG ClearBridge All Cap Growth ETF 1.0 53 7 4.3 +5.4
FXZ First Trust Materials AlphaDEX Fund 1.0 67 -7 11.7 +12.8
BKF iShares MSCI BRIC ETF 1.0 70 -10 8.8 +9.9
RYLD Global X Russell 2000 Covered Call ETF 1.0 60 0 1.3 +2.3
CN Xtrackers MSCI All China Equity ETF 1.0 50 10 9.8 +10.9
DIV Global X SuperDividend US ETF 1.0 45 15 6.0 +7.1
FPXI First Trust International Equity Opportunities ETF 1.0 70 -10 2.8 +3.9
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 1.0 12 48 6.3 +7.4
MAGA Point Bridge GOP Stock Tracker ETF 1.0 72 -12 5.6 +6.7
VIS Vanguard Industrials Index Fund 0.9 10 50 5.8 +6.8
SIXH 6 Meridian Hedged Equity-Index Option Strategy ETF 0.9 87 -27 7.2 +8.2
WWJD Inspire International ESG ETF 0.9 80 -20 5.9 +7.0
FTEC Fidelity MSCI Information Technology Index ETF 0.9 8 52 5.7 +6.8
VGT Vanguard Information Technology Index Fund 0.9 10 50 5.7 +6.8
IGM iShares Expanded Tech Sector ETF 0.9 43 17 5.4 +6.5
FEX First Trust Large Cap Core AlphaDEX Fund 0.9 59 1 7.5 +8.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.9 75 -15 5.6 +6.7
FUNL CornerCap Fundametrics Large-Cap ETF 0.9 50 10 8.0 +9.1
NULV Nuveen ESG Large-Cap Value ETF 0.9 25 35 7.2 +8.2
EQWL Invesco Russell Top 200 Equal Weight ETF 0.9 25 35 7.1 +8.1
ACIO Aptus Collared Income Opportunity ETF 0.9 79 -19 5.3 +6.4
MMLG First Trust Multi-Manager Large Growth ETF 0.9 85 -25 3.0 +4.1
SIZE iShares MSCI USA Size Factor ETF 0.9 15 45 6.3 +7.3
ONEO SPDR Russell 1000 Momentum Focus ETF 0.9 20 40 8.1 +9.2
TMFX Motley Fool Next Index ETF 0.9 50 10 3.7 +4.8
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 0.9 58 2 5.5 +6.6
VFQY Vanguard U.S. Quality Factor ETF 0.8 13 47 8.1 +9.1
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.8 60 0 10.9 +12.0
JSML Janus Henderson Small Cap Growth Alpha ETF 0.8 30 30 9.5 +10.6
ENTR Entrepreneur 30 Fund 0.8 49 11 5.3 +6.4
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 0.8 20 40 8.8 +9.9
RSP Invesco S&P 500 Equal Weight ETF 0.8 20 40 6.3 +7.4
SNSR Global X Internet of Things Thematic ETF 0.8 68 -8 5.0 +6.1
PIO Invesco Global Water ETF 0.8 75 -15 4.5 +5.6
FIW First Trust Water ETF 0.8 54 6 4.2 +5.2
PHO Invesco Water Resources ETF 0.8 60 0 4.1 +5.1
DFSV Dimensional US Small Cap Value ETF 0.8 31 29 8.7 +9.8
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 0.8 20 40 7.4 +8.5
PAVE Global X U.S. Infrastructure Development ETF 0.8 47 13 7.3 +8.4
CSML IQ Chaikin U.S. Small Cap ETF 0.8 35 25 5.7 +6.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.8 24 36 7.6 +8.7
HEET Hartford Schroders ESG US Equity ETF 0.8 39 21 6.8 +7.8
SSPY Syntax Stratified LargeCap ETF 0.8 30 30 6.5 +7.5
RWK Invesco S&P MidCap 400 Revenue ETF 0.8 39 21 9.4 +10.4
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.8 63 -3 8.9 +10.0
FYX First Trust Small Cap Core AlphaDEX Fund 0.8 63 -3 8.5 +9.6
MRND IQ U.S. Mid Cap R&D Leaders ETF 0.8 16 44 2.9 +4.0
PDP Invesco DWA Momentum ETF 0.8 62 -2 5.0 +6.1
BFOR Barron's 400 ETF 0.7 70 -10 8.7 +9.7
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 0.7 64 -4 8.6 +9.7
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 0.7 49 11 6.5 +7.6
ADME Aptus Drawdown Managed Equity ETF 0.7 79 -19 4.9 +6.0
IFRA iShares U.S. Infrastructure ETF 0.7 30 30 6.0 +7.1
TPLC Timothy Plan US Large Cap Core ETF 0.7 52 8 5.9 +7.0
JZRO Janus Henderson Net Zero Transition Resources ETF 0.7 60 0 6.1 +7.2
GLIF AGFiQ Global Infrastructure ETF 0.7 45 15 4.3 +5.4
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.7 65 -5 10.0 +11.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.7 75 -15 9.0 +10.1
VBR Vanguard Small Cap Value Index Fund 0.7 7 53 8.2 +9.3
VUSE Vident Core US Equity Fund 0.7 48 12 10.2 +11.3
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 0.7 30 30 9.5 +10.6
FDWM Fidelity Women's Leadership ETF 0.7 59 1 6.1 +7.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.7 20 40 7.3 +8.4
WTV WisdomTree US Value Fund 0.7 12 48 9.0 +10.1
FEDX Emles Federal Contractors ETF 0.7 60 0 7.8 +8.9
PRN Invesco DWA Industrials Momentum ETF 0.7 60 0 6.5 +7.6
DWAS Invesco DWA SmallCap Momentum ETF 0.7 60 0 4.5 +5.5
USXF iShares ESG Advanced MSCI USA ETF 0.7 10 50 5.9 +7.0
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.7 60 0 -15.2 -14.1
WBIY WBI Power Factor High Dividend ETF 0.7 70 -10 10.5 +11.6
ISCV iShares Morningstar Small Cap Value ETF 0.7 6 54 8.0 +9.1
EEMA iShares MSCI Emerging Markets Asia ETF 0.7 50 10 7.6 +8.7
DGT SPDR Global Dow ETF 0.6 50 10 7.4 +8.5
FLDZ RiverNorth Volition America Patriot ETF 0.6 70 -10 5.6 +6.7
GMF SPDR S&P Emerging Asia Pacific ETF 0.6 49 11 7.6 +8.7
FXU First Trust Utilities AlphaDEX Fund 0.6 62 -2 6.0 +7.1
FNK First Trust Mid Cap Value AlphaDEX Fund 0.6 70 -10 9.7 +10.8
DON WisdomTree U.S. MidCap Dividend Fund 0.6 38 22 8.4 +9.5
JOET Virtus Terranova US Quality Momentum ETF 0.6 29 31 6.5 +7.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.6 65 -5 4.0 +5.1
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.6 15 45 8.4 +9.5
RFDA RiverFront Dynamic US Dividend Advantage ETF 0.6 52 8 8.2 +9.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.6 65 -5 2.9 +4.0
JVAL JPMorgan U.S. Value Factor ETF 0.6 12 48 8.9 +10.0
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 0.6 40 20 7.3 +8.4
BSEA ETFMG Breakwave Sea Decarbonization Tech ETF 0.6 75 -15 0.6 +1.7
VWO Vanguard FTSE Emerging Markets ETF 0.6 10 50 8.1 +9.2
LRND IQ U.S. Large Cap R&D Leaders ETF 0.6 14 46 7.5 +8.6
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.6 32 28 6.7 +7.8
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.6 70 -10 7.2 +8.3
ESGE iShares ESG Aware MSCI EM ETF 0.6 25 35 8.5 +9.6
AVEM Avantis Emerging Markets Equity ETF 0.6 33 27 9.9 +11.0
BUL Pacer US Cash Cows Growth ETF 0.6 60 0 8.6 +9.7
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 0.6 29 31 7.8 +8.9
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.5 30 30 8.1 +9.2
BLES Inspire Global Hope Large Cap ETF 0.5 52 8 5.6 +6.7
AFMC First Trust Active Factor Mid Cap ETF 0.5 65 -5 9.1 +10.2
FLAX Franklin FTSE Asia Ex Japan ETF 0.5 19 41 7.6 +8.7
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.5 36 24 7.6 +8.7
GBGR Global Beta Momentum-Growth ETF 0.5 29 31 1.9 +3.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.5 60 0 8.9 +10.0
PBEE Invesco PureBeta FTSE Emerging Markets ETF 0.5 16 44 7.9 +9.0
SCHE Schwab Emerging Markets Equity ETF 0.5 11 49 8.2 +9.2
QLV FlexShares US Quality Low Volatility Index Fund 0.5 22 38 5.6 +6.7
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.5 66 -6 7.3 +8.4
IYW iShares U.S. Technology ETF 0.5 43 17 5.6 +6.7
YPS Arrow Reverse Cap 500 ETF 0.5 29 31 6.2 +7.3
SPEM SPDR Portfolio Emerging Markets ETF 0.5 11 49 8.5 +9.5
EEM iShares MSCI Emerging Markets ETF 0.5 70 -10 7.8 +8.9
DEHP Dimensional Emerging Markets High Profitability ETF 0.5 41 19 8.5 +9.6
IWC iShares Micro-Cap ETF 0.5 60 0 -21.8 -20.7
IJS iShares S&P Small-cap 600 Value ETF 0.5 18 42 7.5 +8.6
DFAE Dimensional Emerging Core Equity Market ETF 0.5 35 25 8.7 +9.8
SLYV SPDR S&P 600 Small Cap Value ETF 0.5 15 45 7.6 +8.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.5 15 45 7.6 +8.7
GLCN VanEck China Growth Leaders ETF 0.5 60 0 8.1 +9.2
DFAT Dimensional U.S. Targeted Value ETF 0.5 34 26 8.3 +9.4
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 0.5 38 22 9.5 +10.5
IEMG iShares Core MSCI Emerging Markets ETF 0.5 11 49 8.3 +9.4
OCEN IQ Clean Oceans ETF 0.5 45 15 6.4 +7.5
SSLY Syntax Stratified SmallCap ETF 0.4 40 20 7.3 +8.4
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.4 39 21 9.2 +10.3
VALQ American Century STOXX U.S. Quality Value ETF 0.4 29 31 9.1 +10.1
VSLU Applied Finance Valuation Large Cap ETF 0.4 49 11 7.4 +8.4
AVES Avantis Emerging Markets Value ETF 0.4 36 24 13.2 +14.3
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.4 35 25 10.5 +11.6
XLK Technology Select Sector SPDR Fund 0.4 10 50 6.0 +7.1
OALC OneAscent Large Cap Core ETF 0.4 76 -16 6.2 +7.3
VLUE iShares MSCI USA Value Factor ETF 0.4 15 45 11.6 +12.7
RFV Invesco S&P Midcap 400 Pure Value ETF 0.4 35 25 10.7 +11.8
VOE Vanguard Mid-Cap Value Index Fund 0.4 7 53 7.0 +8.1
CFA VictoryShares US 500 Volatility Weighted Index ETF 0.4 35 25 6.6 +7.6
NUEM Nuveen ESG Emerging Markets Equity ETF 0.4 35 25 7.6 +8.7
JHEM John Hancock Multifactor Emerging Markets ETF 0.4 49 11 8.9 +10.0
ACWF iShares MSCI Global Multifactor ETF 0.4 35 25 9.2 +10.3
MXDU Nationwide Maximum Diversification US Core Equity ETF 0.4 34 26 5.7 +6.7
LDEM iShares ESG MSCI EM Leaders ETF 0.4 16 44 8.5 +9.6
XOP SPDR S&P Oil & Gas Exploration & Production ETF 0.4 35 25 4.8 +5.9
REMG SPDR Bloomberg SASB Emerging Markets ESG Select ETF 0.4 16 44 8.7 +9.8
IETC iShares Evolved U.S. Technology ETF 0.4 18 42 5.3 +6.4
IDU iShares U.S. Utilities ETF 0.4 43 17 5.1 +6.1
RWL Invesco S&P 500 Revenue ETF 0.4 39 21 6.9 +8.0
KLDW Gavekal Knowledge Leaders Developed World ETF 0.4 75 -15 0.0 +1.1
EWX SPDR S&P Emerging Markets Small Cap ETF 0.4 65 -5 7.9 +9.0
UMMA Wahed Dow Jones Islamic World ETF 0.4 65 -5 5.1 +6.2
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 0.4 19 41 8.0 +9.1
JHMI John Hancock Multifactor Industrials ETF 0.4 40 20 6.9 +8.0
BKEM BNY Mellon Emerging Markets Equity ETF 0.4 11 49 7.9 +9.0
VONV Vanguard Russell 1000 Value Index Fund 0.4 8 52 7.1 +8.2
IWD iShares Russell 1000 Value ETF 0.4 19 41 7.0 +8.0
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 0.4 17 43 7.6 +8.7
SDY SPDR S&P Dividend ETF 0.4 35 25 6.4 +7.5
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.3 25 35 8.1 +9.2
ITAN Sparkline Intangible Value ETF 0.3 50 10 7.1 +8.2
XRT SPDR S&P Retail ETF 0.3 35 25 7.7 +8.8
VLU SPDR S&P 1500 Value Tilt ETF 0.3 12 48 7.9 +9.0
PKW Invesco Buyback Achievers ETF 0.3 64 -4 9.1 +10.2
IXN iShares Global Tech ETF 0.3 43 17 5.3 +6.4
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 0.3 20 40 6.6 +7.7
JMIN JPMorgan U.S. Minimum Volatility ETF 0.3 12 48 5.9 +7.0
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 0.3 15 45 5.9 +7.0
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.3 39 21 7.1 +8.2
SHE SPDR SSGA Gender Diversity Index ETF 0.3 20 40 5.8 +6.9
WRND IQ Global Equity R&D Leaders ETF 0.3 18 42 7.4 +8.5
IMCV iShares Morningstar Mid-Cap Value ETF 0.3 6 54 7.3 +8.3
IUS Invesco Strategic US ETF 0.3 19 41 6.9 +8.0
ISEM Invesco RAFI Strategic Emerging Markets ETF 0.3 35 25 11.9 +13.0
XPND First Trust Expanded Technology ETF 0.3 65 -5 5.7 +6.8
OUSM O'Shares FTSE Russell Small Cap Quality Dividend ETF 0.3 48 12 7.6 +8.7
FDEM Fidelity Emerging Markets Multifactor ETF 0.3 45 15 10.0 +11.1
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.3 39 21 9.0 +10.1
JHMU John Hancock Multifactor Utilities ETF 0.3 40 20 5.1 +6.2
HLGE Hartford Longevity Economy ETF 0.3 44 16 8.1 +9.2
SXQG 6 Meridian Quality Growth ETF 0.3 100 -40 5.3 +6.4
PRF Invesco FTSE RAFI US 1000 ETF 0.3 39 21 7.2 +8.3
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.3 71 -11 6.9 +7.9
DES WisdomTree U.S. SmallCap Dividend Fund 0.2 38 22 8.6 +9.7
FYT First Trust Small Cap Value AlphaDEX Fund 0.2 72 -12 12.1 +13.1
VIG Vanguard Dividend Appreciation Index Fund 0.2 6 54 6.4 +7.5
VFLQ Vanguard U.S. Liquidity Factor ETF 0.2 13 47 1.9 +3.0
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.2 11 49 5.9 +7.0
FAB First Trust Multi Cap Value AlphaDEX Fund 0.2 70 -10 10.0 +11.0
CWI SPDR MSCI ACWI ex-US ETF 0.2 30 30 7.0 +8.1
PXH Invesco FTSE RAFI Emerging Markets ETF 0.2 50 10 12.6 +13.7
FNDB Schwab Fundamental U.S. Broad Market Index ETF 0.2 25 35 7.1 +8.2
VTV Vanguard Value Index Fund 0.2 4 56 7.4 +8.4
PICK iShares MSCI Global Metals & Mining Producers ETF 0.2 39 21 10.7 +11.7
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.2 59 1 10.3 +11.3
EES WisdomTree SmallCap Earnings Fund 0.2 38 22 10.1 +11.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.2 20 40 5.9 +7.0
SCHV Schwab U.S. Large-Cap Value ETF 0.2 4 56 7.1 +8.2
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 0.2 35 25 7.0 +8.1
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 45 8.5 +9.6
VDNI V-Shares US Leadership Diversity ETF 0.2 29 31 6.2 +7.3
PFM Invesco Dividend Achievers ETF 0.2 53 7 6.2 +7.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.2 52 8 5.7 +6.8
JQUA JPMorgan U.S. Quality Factor ETF 0.2 12 48 6.6 +7.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.2 18 42 7.5 +8.6
RAFE PIMCO RAFI ESG U.S. ETF 0.2 30 30 8.3 +9.3
VEU Vanguard FTSE All-World ex-US Index Fund 0.2 8 52 7.3 +8.3
VSGX Vanguard ESG International Stock ETF 0.2 12 48 7.1 +8.1
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.2 12 48 6.8 +7.9
VFMF Vanguard U.S. Multifactor ETF 0.2 19 41 9.2 +10.3
JSTC Adasina Social Justice All Cap Global ETF 0.2 89 -29 6.3 +7.4
UAV AdvisorShares Drone Technology ETF 0.2 99 -39 5.4 +6.5
NIFE Direxion Fallen Knives ETF 0.2 50 10 -5.9 -4.9
PSC Principal U.S. Small Cap Index ETF 0.2 38 22 7.2 +8.3
FNDX Schwab Fundamental U.S. Large Co. Index ETF 0.2 25 35 7.2 +8.3
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 32 28 7.1 +8.1
VXUS Vanguard Total International Stock ETF 0.1 8 52 7.2 +8.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.1 30 30 7.1 +8.2
IUSV iShares Core S&P U.S. Value ETF 0.1 4 56 6.8 +7.9
UEVM VictoryShares USAA MSCI Emerging Markets Value Momentum ETF 0.1 45 15 13.6 +14.7
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.1 41 19 6.9 +7.9
RESE WisdomTree Emerging Markets ESG Fund 0.1 32 28 7.9 +9.0
EMGF iShares MSCI Emerging Markets Multifactor ETF 0.1 45 15 11.6 +12.7
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.1 50 10 7.5 +8.6
IXUS ishares Core MSCI Total International Stock ETF 0.1 9 51 7.1 +8.2
SQLV Legg Mason Small-Cap Quality Value 0.1 61 -1 9.7 +10.7
FDM First Trust Dow Jones Select Microcap Index Fund 0.1 60 0 8.0 +9.1
TPSC Timothy Plan US Small Cap Core ETF 0.1 52 8 8.3 +9.4
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.1 30 30 9.2 +10.3
IYJ iShares U.S. Industrials ETF 0.1 42 18 6.1 +7.2
IGE iShares North American Natural Resources ETF 0.1 43 17 4.7 +5.8
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 0.1 75 -15 7.2 +8.2
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 35 9.2 +10.3
AFSM First Trust Active Factor Small Cap ETF 0.1 77 -17 8.2 +9.3
EFIV SPDR S&P 500 ESG ETF 0.1 10 50 6.0 +7.0
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.1 20 40 7.2 +8.3
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.1 35 25 8.4 +9.5
SNPE Xtrackers S&P 500 ESG ETF 0.1 10 50 6.0 +7.1
LRGF iShares Edge MSCI Multifactor USA ETF 0.1 20 40 8.3 +9.4
IEIH iShares Evolved U.S. Innovative Healthcare ETF 0.1 18 42 4.8 +5.9
DTD WisdomTree U.S.Total Dividend Fund 0.1 28 32 7.0 +8.1
IEO iShares U.S. Oil & Gas Exploration & Production ETF 0.1 42 18 5.2 +6.3
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 0.1 35 25 6.4 +7.5
RNLC Large Cap US Equity Select ETF 0.1 60 0 6.9 +7.9
REVS Columbia Research Enhanced Value ETF 0.1 19 41 8.2 +9.3
QVML Invesco S&P 500 QVM Multi-factor ETF 0.1 11 49 6.3 +7.4
DGRO iShares Core Dividend Growth ETF 0.1 8 52 7.4 +8.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.1 19 41 6.7 +7.8
VFVA Vanguard U.S. Value Factor ETF 0.1 14 46 11.0 +12.1
DGRW WisdomTree U.S. Quality Dividend Growth Fund 0.1 28 32 6.9 +8.0
DFIS Dimensional International Small Cap ETF 0.1 39 21 5.4 +6.5
STLV iShares Factors US Value Style ETF 0.1 25 35 8.9 +10.0
FNCL Fidelity MSCI Financials Index ETF 0.1 8 52 8.7 +9.8
QUS SPDR MSCI USA StrategicFactors ETF 0.1 15 45 6.4 +7.5
VFH Vanguard Financials Index Fund 0.1 10 50 8.7 +9.8
IVE iShares S&P 500 Value ETF 0.1 18 42 6.6 +7.7
VOOV Vanguard S&P 500 Value ETF 0.1 10 50 6.7 +7.8
SPYV SPDR Portfolio S&P 500 Value ETF 0.1 4 56 6.8 +7.8
DUHP Dimensional US High Profitability ETF 0.1 22 38 8.0 +9.1
ILCV iShares Morningstar Value ETF 0.1 4 56 7.2 +8.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.1 50 10 5.6 +6.7
RECS Columbia Research Enhanced Core ETF 0.1 15 45 7.0 +8.1
WOMN Impact Shares YWCA Women's Empowerment ETF 0.1 75 -15 6.0 +7.1
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.0 45 15 8.6 +9.6
DFEV Dimensional Emerging Markets Value ETF 0.0 43 17 12.9 +14.0
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 31 29 8.2 +9.3
DLN WisdomTree U.S. LargeCap Dividend Fund 0.0 28 32 6.8 +7.8
GWX SPDR S&P International Small Cap ETF 0.0 40 20 4.2 +5.2
HKND Humankind US Stock ETF 0.0 11 49 6.8 +7.9
ROAM Hartford Multifactor Emerging Markets ETF 0.0 44 16 11.1 +12.2
VYM Vanguard High Dividend Yield Index ETF 0.0 6 54 7.6 +8.7
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.0 35 25 8.2 +9.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 21 7.2 +8.3
SDGA Impact Shares Sustainable Development Goals Global ETF 0.0 75 -15 6.6 +7.7
DEW WisdomTree Global High Dividend Fund 0.0 58 2 8.2 +9.3
QWLD SPDR MSCI World StrategicFactors ETF 0.0 30 30 6.2 +7.3
ISDX Invesco RAFI Strategic Developed ex-US ETF 0.0 23 37 7.5 +8.6
ROUS Hartford Multifactor US Equity ETF 0.0 19 41 7.4 +8.5
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 4 56 6.6 +7.7
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.0 42 18 5.8 +6.9
SCZ iShares MSCI EAFE Small-Cap ETF 0.0 40 20 5.4 +6.5
IPAC iShares Core MSCI Pacific ETF 0.0 9 51 6.6 +7.6
DFIC Dimensional International Core Equity 2 ETF 0.0 23 37 6.6 +7.7
IEFA iShares Core MSCI EAFE ETF 0.0 7 53 6.7 +7.7
DFAI Dimensional International Core Equity Market ETF 0.0 18 42 6.5 +7.6

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

  2017 2018 2019 2020 2021 2022E 2023E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2021 2022E 2023E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
First Trust Nasdaq Clean Edge Green Energy Index Fund
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

AVOID

Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity -1.7 %
Divided by: Fwd. P/BV 3.5 x
Less: Expense ratio 60 bp
Equals: ALTAR Score -1.1 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.45 CATEGORY
AVERAGE
1.49
 
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.