First Trust Nasdaq Clean Edge Green Energy Index Fund
ALTAR
Score™		 -1.8% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 459.3x P/Sales
ratio		 4.1x
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) $606
Currency USD
Expense ratio 58 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 51
Wgt avg mkt cap (mns) $131,279
Large cap (>$10bn) 32.9%
Mid cap ($2-10bn) 53.6%
Small cap (<$2bn) 13.5%
Developed mkts 98.2%
Emerging mkts 1.8%

TOP TEN HOLDINGS
BLOOM ENERGY CORPORATION CLASS A 9.2 %
ON SEMICONDUCTOR CORPORATION 9.1 %
RIVIAN AUTOMOTIVE INC-A 8.5 %
TESLA MOTORS INC 7.8 %
FIRST SOLAR INC 6.6 %
ALBEMARLE CORP 4.7 %
MP MATERIALS CORP CLASS A 3.8 %
NEXTRACKER, INC. CLASS A 3.7 %
ACUITY BRANDS INC 3.3 %
ADVANCED ENERGY INDUSTRIES 3.3 %
Total 60.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 93.4 %
CANADA 4.2 %
CHILE 1.5 %
INDIA 0.5 %







HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
31.7% 31.7% -8.3% 11.5% 4.9%

Market Correlations
versus... Beta R-squared
S&P500 1.40 56%
MSCI EAFE 1.30 35%
MSCI Emg. Mkts. 1.43 48%

Technical Indicators
Recent close $50.52
30d moving avg. $46.69
Annualized volatility 36.3%
Short interest (ETF) 2.0%
Short interest (Underlying) 7.6%
Relative strength (RSI) 60

Liquidity measures
Avg. volume (thou.) 109
Turnover 0.9%
Bid/Ask (% of price) 0.10%
ADV underlying (mns) $38,274

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 710 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: 58 bp ALTAR Score™: -1.8%


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
(%)
ACES ALPS Clean Energy ETF 41.9 55 3 -2.3 -0.5
PBW Invesco WilderHill Clean Energy ETF 31.2 66 -8 -2.8 -1.0
ICLN iShares Global Clean Energy ETF 29.4 41 17 2.7 +4.5
CTEC Global X CleanTech ETF 26.9 50 8 0.6 +2.4
VCLN Virtus Duff & Phelps Clean Energy ETF 25.5 59 -1 3.5 +5.3
CNRG State Street SPDR S&P Kensho Clean Power ETF 25.0 45 13 1.4 +3.2
SMOG VanEck Low Carbon Energy ETF 24.1 61 -3 1.4 +3.2
FRNW Fidelity Clean Energy ETF 23.4 39 19 2.0 +3.8
BATT Amplify Lithium & Battery Technology ETF 19.5 59 -1 1.5 +3.3
ETEC iShares Breakthrough Environmental Solutions ETF 18.8 47 11 3.0 +4.8
TAN Invesco Solar ETF 18.5 67 -9 4.7 +6.5
ERTH Invesco MSCI Sustainable Future ETF 18.1 62 -4 3.1 +4.9
IBAT iShares Energy Storage & Materials ETF 17.8 47 11 2.3 +4.1
DRIV Global X Autonomous & Electric Vehicles ETF 16.2 68 -10 3.9 +5.7
WBAT WisdomTree Battery Value Chain and Innovation Fund 15.6 45 13 1.6 +3.4
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 14.2 72 -14 -1.2 +0.6
PBD Invesco Global Clean Energy ETF 14.1 75 -17 0.6 +2.4
FDRV Fidelity Electric Vehicles and Future Transportation ETF 14.0 39 19 -1.3 +0.5
IDRV iShares Self-driving EV & Tech ETF 13.1 47 11 3.0 +4.8
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 13.0 79 -21 4.4 +6.2
LIT Global X Lithium & Battery Tech ETF 12.8 75 -17 5.1 +6.9
CCSO Carbon Collective Climate Solutions US Equity ETF 12.4 35 23 1.0 +2.8
XSD State Street SPDR S&P Semiconductor ETF 12.1 35 23 3.3 +5.1
CLNR IQ Cleaner Transport ETF 11.7 45 13 4.9 +6.7
SFYF SoFi Social 50 ETF 11.5 29 29 0.9 +2.7
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 11.4 45 13 4.7 +6.5
HYDR Global X Hydrogen ETF 10.8 50 8 -7.1 -5.3
REMX VanEck Rare Earth/Strategic Metals ETF 10.5 54 4 2.3 +4.1
IQM Franklin Intelligent Machines ETF 9.0 50 8 1.5 +3.3
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 9.0 45 13 1.3 +3.1
SETM Sprott Energy Transition Materials ETF 9.0 65 -7 1.2 +3.0
EV Mast Global Battery Recycling & Production ETF 8.8 65 -7 7.2 +9.0
FILL iShares MSCI Global Energy Producers ETF 8.8 39 19 1.0 +2.8
FDIS Fidelity MSCI Consumer Discretionary Index ETF 8.0 8 50 3.7 +5.5
VCR Vanguard Consumer Discretionary ETF 8.0 9 49 4.0 +5.8
GXPD Global X PureCap MSCI Consumer Discretionary ETF 8.0 25 33 3.2 +5.0
IYC iShares U.S. Consumer Discretionary ETF 8.0 40 18 3.2 +5.0
ARKK ARK Innovation ETF 7.8 75 -17 -2.8 -1.0
ARKQ ARK Autonomous Technology & Robotics ETF 7.8 75 -17 0.8 +2.6
ARKW ARK Next Generation Internet ETF 7.8 87 -29 0.7 +2.5
FTXR First Trust Nasdaq Transportation ETF 7.8 60 -2 6.9 +8.7
RXI iShares Global Consumer Discretionary ETF 7.8 41 17 7.1 +8.9
TEXN iShares Texas Equity ETF 7.8 20 38 5.5 +7.3
XLY The Consumer Discretionary Select Sector SPDR Fund 7.8 8 50 4.0 +5.8
BCOR Grayscale Bitcoin Adopters ETF 7.8 59 -1 2.1 +3.9
HUMN Roundhill Humanoid Robotics ETF 7.8 75 -17 0.9 +2.7
FDG American Century Focused Dynamic Growth ETF 7.7 45 13 1.6 +3.4
CARZ First Trust NASDAQ Global Auto Index Fund 7.6 70 -12 3.2 +5.0
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 7.5 20 38 2.6 +4.4
AIPO Defiance AI & Power Infrastructure ETF 7.4 69 -11 0.9 +2.7
PSCT Invesco S&P SmallCap Information Technology ETF 7.4 29 29 4.0 +5.8
NETZ TCW Transform Systems ETF 7.3 75 -17 2.0 +3.8
DMAT Global X Disruptive Materials ETF 7.3 59 -1 4.6 +6.4
OCEN IQ Clean Oceans ETF 7.1 45 13 5.1 +6.9
MOTO SmartETFs Smart Transportation & Technology ETF 7.0 68 -10 5.4 +7.2
AGIQ Sofi Agentic AI ETF 7.0 69 -11 1.5 +3.3
YALL God Bless America ETF 6.9 65 -7 3.9 +5.7
CGGR Capital Group Growth ETF 6.9 39 19 2.7 +4.5
LITP Sprott Lithium Miners ETF 6.7 65 -7 0.9 +2.7
ILIT iShares Lithium Miners and Producers ETF 6.7 47 11 3.2 +5.0
RNRG Global X Renewable Energy Producers ETF 6.5 66 -8 4.8 +6.6
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 6.2 75 -17 2.2 +4.0
ION ProShares S&P Global Core Battery Metals ETF 6.0 58 0 4.8 +6.6
SPIT F/m Emerald Special Situations ETF 5.9 105 -47 -0.9 +0.9
LIMI Themes Lithium & Battery Metal Miners ETF 5.9 35 23 2.8 +4.6
MADE iShares U.S. Manufacturing ETF 5.9 40 18 3.9 +5.7
TRUD VanEck Consumer Disc TruSector ETF 5.9 14 44 2.4 +4.2
ZAP Global X U.S. Electrification ETF 5.8 50 8 3.8 +5.6
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 5.8 60 -2 3.9 +5.7
POW VistaShares Electrification Supercycle ETF 5.7 75 -17 2.8 +4.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 5.5 10 48 3.7 +5.5
LRGE ClearBridge Large Cap Growth ESG ETF 5.5 59 -1 3.4 +5.2
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 5.5 10 48 3.7 +5.5
TXS Texas Capital Texas Equity Index ETF 5.5 49 9 5.2 +7.0
BUZZ VanEck Social Sentiment ETF 5.4 75 -17 -0.8 +1.0
XT iShares Exponential Technologies ETF 5.4 46 12 4.2 +6.0
TRFM AAM Transformers ETF 5.4 49 9 1.0 +2.8
HYP Golden Eagle Dynamic Hypergrowth ETF 5.4 85 -27 -1.1 +0.7
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 5.3 59 -1 4.1 +5.9
JSML Janus Henderson Small Cap Growth Alpha ETF 5.1 30 28 7.0 +8.8
GMET VanEck Green Metals ETF 4.9 63 -5 5.0 +6.8
TIME Clockwise Core Equity & Innovation ETF 4.9 95 -37 3.2 +5.0
PSI Invesco Semiconductors ETF 4.8 57 1 2.4 +4.2
NACP Impact Shares NAACP Minority Empowerment ETF 4.8 49 9 3.9 +5.7
HLAL Wahed FTSE USA Shariah ETF 4.7 50 8 3.9 +5.7
DTEC ALPS Disruptive Technologies ETF 4.7 50 8 3.4 +5.2
USMC Principal U.S. Mega-Cap ETF 4.6 12 46 4.0 +5.8
RSPM Invesco S&P 500 Equal Weight Materials ETF 4.6 40 18 6.6 +8.4
QTOP iShares Nasdaq Top 30 Stocks ETF 4.6 20 38 3.0 +4.8
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 4.5 35 23 6.3 +8.1
IVES Wedbush ETFMG Global Cloud Technology ETF 4.5 68 -10 4.8 +6.6
EGUS iShares ESG Aware MSCI USA Growth ETF 4.5 18 40 3.0 +4.8
TOPT iShares Top 20 U.S. Stocks ETF 4.4 20 38 3.3 +5.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 4.4 9 49 4.2 +6.0
SPHB Invesco S&P 500 High Beta ETF 4.4 25 33 4.1 +5.9
SCHG Schwab U.S. Large-Cap Growth ETF 4.3 4 54 3.1 +4.9
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 4.3 59 -1 5.3 +7.1
ETHO Etho Climate Leadership U.S. ETF 4.3 47 11 4.7 +6.5
ALTL Pacer Lunt Large Cap Alternator ETF 4.3 60 -2 4.2 +6.0
MAKX ProShares S&P Kensho Smart Factories ETF 4.3 58 0 -0.4 +1.4
PRN Invesco Dorsey Wright Industrials Momentum ETF 4.2 60 -2 1.3 +3.1
DSI iShares MSCI KLD 400 Social ETF 4.2 25 33 4.1 +5.9
ONEQ Fidelity Nasdaq Composite Index ETF 4.2 21 37 3.1 +4.9
MGK Vanguard Mega Cap Growth ETF 4.2 7 51 3.4 +5.2
IWO iShares Russell 2000 Growth ETF 4.2 24 34 0.6 +2.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 4.1 10 48 4.2 +6.0
YNOT Horizon Digital Frontier ETF 4.1 75 -17 2.5 +4.3
BOTT Themes Robotics & Automation ETF 4.1 35 23 -1.2 +0.6
SUSL iShares ESG MSCI USA Leaders ETF 4.1 10 48 4.1 +5.9
QQQS Invesco NASDAQ Future Gen 200 ETF 4.0 20 38 -4.6 -2.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 4.0 45 13 3.6 +5.4
AIS VistaShares Artificial Intelligence Supercycle ETF 4.0 75 -17 1.9 +3.7
VBK Vanguard Small-Cap Growth ETF 4.0 7 51 1.5 +3.3
VOLT Tema Electrification ETF 4.0 75 -17 3.1 +4.9
VOOG Vanguard S&P 500 Growth ETF 3.9 7 51 3.4 +5.2
JGRO JPMorgan Active Growth ETF 3.9 44 14 2.9 +4.7
FTXL First Trust Nasdaq Semiconductor ETF 3.9 60 -2 3.3 +5.1
VONG Vanguard Russell 1000 Growth ETF 3.9 7 51 3.5 +5.3
CGRO CoreValues Alpha Greater China Growth ETF 3.9 75 -17 3.0 +4.8
DVLU First Trust Dorsey Wright Momentum & Value ETF 3.9 60 -2 5.4 +7.2
FESM Fidelity Enhanced Small Cap ETF 3.9 28 30 2.7 +4.5
FPWR First Trust EIP Power Solutions ETF 3.9 96 -38 4.6 +6.4
CCNR ALPS CoreCommodity Natural Resources ETF 3.8 39 19 7.0 +8.8
RND First Trust Bloomberg R&D Leaders ETF 3.8 60 -2 2.4 +4.2
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 3.8 58 0 3.8 +5.6
IWF iShares Russell 1000 Growth ETF 3.8 19 39 3.3 +5.1
XME State Street SPDR S&P Metals & Mining ETF 3.8 35 23 4.8 +6.6
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 3.7 12 46 3.4 +5.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 3.7 12 46 3.7 +5.5
IPO Renaissance IPO ETF 3.7 60 -2 2.8 +4.6
VUG Vanguard Growth ETF 3.7 4 54 3.3 +5.1
AZTD Aztlan Global Stock Selection DM SMID ETF 3.7 75 -17 5.2 +7.0
SDG iShares MSCI Global Sustainable Development Goals ETF 3.6 49 9 4.8 +6.6
XMHQ Invesco S&P MidCap Quality ETF 3.6 25 33 5.6 +7.4
ITEQ BlueStar Israel Technology ETF 3.6 75 -17 1.2 +3.0
FFOG Franklin Focused Growth ETF 3.6 61 -3 2.0 +3.8
PRXG Praxis Impact Large Cap Growth ETF 3.6 36 22 2.9 +4.7
IWY iShares Russell Top 200 Growth ETF 3.6 20 38 3.3 +5.1
QQQ Invesco QQQ Trust Series I 3.5 20 38 3.4 +5.2
QQQM Invesco NASDAQ 100 ETF 3.5 15 43 3.4 +5.2
LIVR Intelligent Livermore ETF 3.5 69 -11 3.0 +4.8
AIQ Global X Artificial Intelligence & Technology ETF 3.4 68 -10 2.9 +4.7
XLG Invesco S&P 500 Top 50 ETF 3.4 20 38 3.6 +5.4
TMFC Motley Fool 100 Index ETF 3.4 50 8 2.9 +4.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 3.3 75 -17 3.4 +5.2
SPXT ProShares S&P 500 Ex-Technology ETF 3.3 9 49 4.9 +6.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 3.3 15 43 5.2 +7.0
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 3.3 95 -37 -0.5 +1.4
SMOT VanEck Morningstar SMID Moat ETF 3.3 49 9 5.8 +7.6
VTWG Vanguard Russell 2000 Growth ETF 3.3 10 48 0.8 +2.6
IYM iShares U.S. Basic Materials ETF 3.3 40 18 4.9 +6.7
NUSC Nuveen ESG Small-Cap ETF 3.3 31 27 4.5 +6.3
IWM iShares Russell 2000 ETF 3.3 19 39 3.1 +4.9
RSSL Global X Russell 2000 ETF 3.3 8 50 3.1 +4.9
CVAR Cultivar ETF 3.3 87 -29 6.6 +8.4
FELG Fidelity Enhanced Large Cap Growth ETF 3.3 18 40 3.9 +5.7
ZSB USCF Sustainable Battery Metals Strategy Fund 3.3 61 -3 3.9 +5.7
IJT iShares S&P Small-Cap 600 Growth ETF 3.2 18 40 4.6 +6.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 3.2 7 51 4.5 +6.3
TAX Cambria Tax Aware ETF 3.2 49 9 5.1 +6.9
USCL iShares Climate Conscious & Transition MSCI USA ETF 3.2 8 50 4.3 +6.1
FYC First Trust Small Cap Growth AlphaDEX Fund 3.2 71 -13 -1.3 +0.5
STXG Strive 1000 Growth ETF 3.1 18 40 3.2 +5.0
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 3.1 15 43 4.6 +6.4
FDMO Fidelity Momentum Factor ETF 3.1 15 43 3.0 +4.8
QGRW WisdomTree U.S. Quality Growth Fund 3.1 28 30 3.3 +5.1
TDV ProShares S&P Technology Dividend Aristocrats ETF 3.0 45 13 5.1 +6.9
NIXT Research Affiliates Deletions ETF 3.0 9 49 7.4 +9.2
RSPT Invesco S&P 500 Equal Weight Technology ETF 3.0 40 18 4.6 +6.4
ISCG iShares Morningstar Small-Cap Growth ETF 3.0 6 52 2.5 +4.3
PDP Invesco Dorsey Wright Momentum ETF 3.0 62 -4 1.5 +3.3
GQQQ Astoria US Quality Growth Kings ETF 3.0 35 23 3.7 +5.5
FXZ First Trust Materials AlphaDEX Fund 2.9 61 -3 7.4 +9.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.9 70 -12 1.7 +3.5
OEF iShares S&P 100 ETF 2.9 20 38 3.8 +5.6
SGRT SMART Earnings Growth 30 ETF 2.9 59 -1 1.7 +3.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.9 30 28 5.6 +7.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.9 32 26 4.3 +6.1
VTWO Vanguard Russell 2000 ETF 2.9 7 51 3.2 +5.0
FMTM MarketDesk Focused U.S. Momentum ETF 2.9 45 13 3.2 +5.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.9 39 19 2.7 +4.5
QQMG Invesco ESG NASDAQ 100 ETF 2.8 20 38 3.4 +5.2
HAPS Harbor Human Capital Factor US Small Cap ETF 2.8 60 -2 3.4 +5.2
LOUP Innovator Deepwater Frontier Tech ETF 2.7 70 -12 0.6 +2.4
TOPC iShares S&P 500 3% Capped ETF 2.7 15 43 4.4 +6.2
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 2.7 59 -1 8.7 +10.5
XNTK State Street SPDR NYSE Technology ETF 2.7 35 23 2.9 +4.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.7 10 48 8.5 +10.3
SPXN ProShares S&P 500 Ex-Financials ETF 2.7 9 49 4.1 +5.9
BKSE BNY Mellon US Small Cap Core Equity ETF 2.7 4 54 5.1 +6.9
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.6 60 -2 9.0 +10.8
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 2.6 60 -2 1.1 +2.9
ESGV Vanguard ESG U.S. Stock ETF 2.6 9 49 4.1 +5.9
GRNY Fundstrat Granny Shots US Large Cap ETF 2.6 75 -17 2.3 +4.1
XJR iShares ESG Screened S&P Small-Cap ETF 2.6 12 46 6.6 +8.4
ISMD Inspire Small/Mid Cap ETF 2.6 54 4 4.6 +6.4
ILCG iShares Morningstar Growth ETF 2.6 4 54 3.1 +4.9
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 2.5 60 -2 6.0 +7.8
XLB The Materials Select Sector SPDR Fund 2.5 8 50 5.4 +7.2
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 2.5 4 54 3.3 +5.1
IVW iShares S&P 500 Growth ETF 2.5 18 40 3.2 +5.0
IUSG iShares Core S&P U.S. Growth ETF 2.5 4 54 3.4 +5.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.5 64 -6 0.9 +2.7
SPXV ProShares S&P 500 Ex-Health Care ETF 2.5 9 49 4.1 +5.9
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 2.5 40 18 5.2 +7.0
MGC Vanguard Mega Cap ETF 2.5 7 51 4.0 +5.8
IJR iShares Core S&P Small Cap ETF 2.5 6 52 6.6 +8.4
IWL iShares Russell Top 200 ETF 2.5 15 43 3.9 +5.7
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 2.5 55 3 3.4 +5.2
XVV iShares ESG Screened S&P 500 ETF 2.4 8 50 4.2 +6.0
FFSM Fidelity Fundamental Small-Mid Cap ETF 2.4 43 15 5.1 +6.9
IJK iShares S&P Mid-Cap 400 Growth ETF 2.4 17 41 4.8 +6.6
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.4 49 9 3.4 +5.2
JPEF JPMorgan Equity Focus ETF 2.4 50 8 3.9 +5.7
GPT Intelligent Alpha Atlas ETF 2.4 69 -11 4.9 +6.7
FXN First Trust Energy AlphaDEX Fund 2.4 62 -4 12.9 +14.7
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 2.4 15 43 4.4 +6.2
AIEQ AI Powered Equity ETF 2.4 75 -17 4.1 +5.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 2.4 39 19 4.3 +6.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.4 14 44 4.2 +6.0
SFYX SoFi Next 500 ETF 2.4 0 58 5.0 +6.8
TINT ProShares Smart Materials ETF 2.4 58 0 4.8 +6.6
VERS ProShares Metaverse ETF 2.4 58 0 0.1 +1.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.4 10 48 4.5 +6.3
VB Vanguard Small-Cap ETF 2.4 5 53 5.2 +7.0
STXM Strive Mid-Cap ETF 2.4 18 40 5.4 +7.2
TOLL Tema Durable Quality ETF 2.4 75 -17 4.2 +6.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.4 30 28 3.9 +5.7
SURE AdvisorShares Insiders Advantage ETF 2.4 90 -32 8.4 +10.2
SPXE ProShares S&P 500 Ex-Energy ETF 2.3 9 49 4.1 +5.9
SRHQ SRH U.S. Quality ETF 2.3 35 23 6.3 +8.1
IWN iShares Russell 2000 Value ETF 2.3 24 34 5.6 +7.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.3 17 41 5.2 +7.0
FFOX FundX Future Fund Opportunities ETF 2.3 100 -42 2.7 +4.5
VTWV Vanguard Russell 2000 Value ETF 2.3 10 48 5.7 +7.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.3 12 46 4.4 +6.2
DFUS Dimensional U.S. Equity ETF 2.3 9 49 4.2 +6.0
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 2.3 3 55 6.7 +8.5
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 2.3 60 -2 4.9 +6.7
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.3 60 -2 4.1 +5.9
DFAS Dimensional U.S. Small Cap ETF 2.3 26 32 5.7 +7.5
SOXX iShares Semiconductor ETF 2.3 35 23 3.0 +4.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.3 7 51 4.2 +6.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.3 4 54 5.1 +6.9
RAUS RACWI US ETF 2.3 15 43 4.2 +6.0
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 2.3 12 46 7.1 +8.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.3 11 47 4.2 +6.0
STRV Strive 500 ETF 2.3 5 53 4.2 +6.0
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.3 20 38 4.0 +5.8
BKLC BNY Mellon US Large Cap Core Equity ETF 2.3 0 58 4.3 +6.1
SUSA iShares MSCI USA ESG Select ETF 2.3 25 33 4.0 +5.8
PSC Principal U.S. Small-Cap ETF 2.3 38 20 5.9 +7.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.3 2 56 4.3 +6.1
GXLC Global X U.S. 500 ETF 2.2 2 56 4.2 +6.0
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 2.2 15 43 4.8 +6.6
CHRI Global X S&P 500 Christian Values ETF 2.2 29 29 4.0 +5.8
FBOT Fidelity Disruptive Automation ETF 2.2 50 8 2.8 +4.6
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.2 20 38 3.7 +5.5
CATH Global X S&P 500 Catholic Values Custom ETF 2.2 29 29 4.0 +5.8
VOO Vanguard S&P 500 ETF 2.2 3 55 4.3 +6.1
VOTE TCW Transform 500 ETF 2.2 5 53 4.3 +6.1
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.2 35 23 5.5 +7.3
IVV iShares Core S&P 500 ETF 2.2 3 55 4.3 +6.1
SPY SPDR S&P 500 ETF 2.2 9 49 4.2 +6.0
PBUS Invesco MSCI USA ETF 2.2 4 54 4.2 +6.0
SPYM State Street SPDR Portfolio S&P 500 ETF 2.2 2 56 4.3 +6.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 2.2 35 23 6.8 +8.6
FVAL Fidelity Value Factor ETF 2.2 15 43 5.9 +7.7
ILCB iShares Morningstar U.S. Equity ETF 2.2 3 55 4.2 +6.0
IWV iShares Russell 3000 ETF 2.2 20 38 4.1 +5.9
SCHX Schwab U.S. Large-Cap ETF 2.2 3 55 4.3 +6.1
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.2 15 43 3.9 +5.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.2 10 48 7.8 +9.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.2 3 55 4.2 +6.0
SCHK Schwab 1000 Index ETF 2.2 5 53 4.3 +6.1
VTHR Vanguard Russell 3000 ETF 2.2 7 51 4.2 +6.0
VIOO Vanguard S&P Small-Cap 600 ETF 2.2 7 51 6.6 +8.4
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 2.2 3 55 4.4 +6.2
INRO iShares U.S. Industry Rotation Active ETF 2.2 42 16 4.0 +5.8
FAN First Trust Global Wind Energy ETF 2.2 60 -2 3.6 +5.4
ESGU iShares ESG Aware MSCI USA ETF 2.2 15 43 4.2 +6.0
VTI Vanguard Total Stock Market ETF 2.2 3 55 4.2 +6.0
SMHX VanEck Fabless Semiconductor ETF 2.2 35 23 2.6 +4.4
TMFX Motley Fool Next Index ETF 2.2 50 8 2.7 +4.5
SCHB Schwab U.S. Broad Market ETF 2.2 3 55 4.3 +6.1
IWB iShares Russell 1000 ETF 2.2 15 43 4.2 +6.0
IYY iShares Dow Jones U.S. ETF 2.2 20 38 4.1 +5.9
VV Vanguard Large-Cap ETF 2.2 4 54 4.2 +6.0
NBDS Neuberger Berman Disrupters ETF 2.2 55 3 0.6 +2.4
BGRO iShares Large Cap Growth Active ETF 2.1 55 3 2.0 +3.8
VONE Vanguard Russell 1000 ETF 2.1 7 51 4.3 +6.1
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 2.1 35 23 8.4 +10.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.1 7 51 5.0 +6.8
TPSC Timothy Plan US Small Cap Core ETF 2.1 52 6 6.1 +7.9
AOTG AOT Growth and Innovation ETF 2.1 75 -17 1.5 +3.3
ADME Aptus Drawdown Managed Equity ETF 2.1 79 -21 3.3 +5.1
DFAU Dimensional US Core Equity Market ETF 2.1 12 46 4.4 +6.2
PSCI Invesco S&P SmallCap Industrials ETF 2.1 29 29 4.7 +6.5
BIBL Inspire 100 ETF 2.1 35 23 4.3 +6.1
RVRB Reverb ETF 2.1 30 28 4.0 +5.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.1 15 43 7.0 +8.8
OEI Optimized Equity Income ETF 2.1 75 -17 3.2 +5.0
KRMA Global X Conscious Companies ETF 2.1 43 15 5.3 +7.1
PUI Invesco Dorsey Wright Utilities Momentum ETF 2.1 60 -2 4.6 +6.4
AFSM First Trust Active Factor Small Cap ETF 2.1 75 -17 6.4 +8.2
GVIP Goldman Sachs Hedge Industry VIP ETF 2.1 45 13 2.6 +4.4
KLMN Invesco MSCI North America Climate ETF 2.0 9 49 4.4 +6.2
ISCB iShares Morningstar Small-Cap ETF 2.0 4 54 5.0 +6.8
GINN Goldman Sachs Innovate Equity ETF 2.0 52 6 3.2 +5.0
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.0 39 19 1.3 +3.1
FTC First Trust Large Cap Growth AlphaDEX Fund 2.0 59 -1 1.6 +3.4
FDLS Inspire Fidelis Multi Factor ETF 2.0 76 -18 4.0 +5.8
AVMC Avantis U.S. Mid Cap Equity ETF 2.0 18 40 5.9 +7.7
THRO iShares U.S. Thematic Rotation Active ETF 2.0 90 -32 3.1 +4.9
USRD Themes US R&D Champions ETF 2.0 29 29 4.0 +5.8
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 2.0 65 -7 -1.1 +0.7
FBCG Fidelity Blue Chip Growth ETF 2.0 59 -1 2.2 +4.0
AFMC First Trust Active Factor Mid Cap ETF 1.9 65 -7 7.0 +8.8
ISRA VanEck Israel ETF 1.9 59 -1 5.7 +7.5
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.9 25 33 4.2 +6.0
TOV JLens 500 Jewish Advocacy U.S. ETF 1.9 18 40 4.0 +5.8
APUE ActivePassive U.S. Equity ETF 1.9 45 13 4.0 +5.8
XJH iShares ESG Screened S&P Mid-Cap ETF 1.9 12 46 6.2 +8.0
VAW Vanguard Materials ETF 1.9 9 49 5.3 +7.1
VXF Vanguard Extended Market ETF 1.9 5 53 3.9 +5.7
SCHM Schwab U.S. Mid-Cap ETF 1.9 4 54 6.0 +7.8
ILCV iShares Morningstar Value ETF 1.9 4 54 5.6 +7.4
IVE iShares S&P 500 Value ETF 1.9 18 40 5.4 +7.2
VAMO Cambria Value & Momentum ETF 1.9 61 -3 5.4 +7.2
SPYV State Street SPDR Portfolio S&P 500 Value ETF 1.9 4 54 5.6 +7.4
FNX First Trust Mid Cap Core AlphaDEX Fund 1.9 60 -2 5.9 +7.7
SPMV Invesco S&P 500 Minimum Variance ETF 1.9 10 48 5.0 +6.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.9 24 34 6.5 +8.3
BRIF FIS Bright Portfolios Focused Equity ETF 1.9 65 -7 4.0 +5.8
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.9 60 -2 -0.9 +0.9
FELC Fidelity Enhanced Large Cap Core ETF 1.8 18 40 4.5 +6.3
SMDV ProShares Russell 2000 Dividend Growers ETF 1.8 40 18 6.9 +8.7
NUMG Nuveen ESG Mid-Cap Growth ETF 1.8 31 27 2.3 +4.1
PHO Invesco Water Resources ETF 1.8 60 -2 4.2 +6.0
SNSR Global X Internet of Things ETF 1.8 68 -10 4.2 +6.0
NVIR Horizon Kinetics Energy and Remediation ETF 1.8 85 -27 5.6 +7.4
IUSV iShares Core S&P US Value ETF 1.8 4 54 5.7 +7.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.8 25 33 4.7 +6.5
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.8 20 38 4.7 +6.5
ROE Astoria US Quality Kings ETF 1.8 49 9 5.6 +7.4
LRGF iShares U.S. Equity Factor ETF 1.8 8 50 4.8 +6.6
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.8 15 43 6.7 +8.5
FPX First Trust US Equity Opportunities ETF 1.8 61 -3 0.8 +2.6
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 1.8 49 9 5.9 +7.7
XSMO Invesco S&P SmallCap Momentum ETF 1.7 39 19 3.9 +5.7
MDY SPDR S&P Midcap 400 ETF Trust 1.7 24 34 6.0 +7.8
KOKU Xtrackers MSCI Kokusai Equity ETF 1.7 9 49 4.5 +6.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.7 10 48 4.7 +6.5
IJH iShares Core S&P Mid-Cap ETF 1.7 5 53 6.2 +8.0
FMAT Fidelity MSCI Materials Index ETF 1.7 8 50 5.3 +7.1
TOK iShares MSCI Kokusai ETF 1.7 26 32 4.3 +6.1
IVOO Vanguard S&P Mid-Cap 400 ETF 1.7 7 51 6.3 +8.1
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 1.7 75 -17 6.5 +8.3
GPZ VanEck Alternative Asset Manager ETF 1.7 40 18 4.2 +6.0
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.7 75 -17 3.9 +5.7
ABFL Abacus FCF Leaders ETF 1.7 59 -1 3.8 +5.6
HDUS Hartford Disciplined US Equity ETF 1.7 19 39 5.0 +6.8
SCDS JPMorgan Fundamental Data Science Small Core ETF 1.7 40 18 4.1 +5.9
STXK Strive Small-Cap ETF 1.7 18 40 5.3 +7.1
DSPY Tema S&P 500 Historical Weight ETF 1.7 18 40 4.5 +6.3
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.7 30 28 4.1 +5.9
IJS iShares S&P Small-Cap 600 Value ETF 1.7 18 40 8.6 +10.4
EQAL Invesco Russell 1000 Equal Weight ETF 1.6 20 38 6.3 +8.1
WTV WisdomTree US Value Fund of Benef Interest 1.6 12 46 7.7 +9.5
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.6 60 -2 4.4 +6.2
FIW First Trust Water ETF 1.6 53 5 4.3 +6.1
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.6 3 55 6.3 +8.1
URTH iShares MSCI World ETF 1.6 24 34 4.4 +6.2
ACVF American Conservative Values ETF 1.6 75 -17 3.7 +5.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.6 9 49 4.6 +6.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.6 49 9 4.0 +5.8
IYE iShares U.S. Energy ETF 1.6 40 18 7.8 +9.6
SPGP Invesco S&P 500 GARP ETF 1.6 34 24 5.7 +7.5
GSPY Gotham Enhanced 500 ETF 1.6 50 8 4.5 +6.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.6 29 29 6.9 +8.7
FLQL Franklin LibertyQ U.S. Equity ETF 1.6 15 43 4.6 +6.4
SCHA Schwab U.S. Small-Cap ETF 1.6 4 54 4.8 +6.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.6 15 43 6.3 +8.1
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.5 15 43 8.6 +10.4
JHSC John Hancock Multifactor Small Cap ETF 1.5 42 16 5.7 +7.5
FYX First Trust Small Cap Core AlphaDEX Fund 1.5 61 -3 5.0 +6.8
RBLD First Trust Alerian US NextGen Infrastructure ETF 1.5 65 -7 4.2 +6.0
GGRW Gabelli Growth Innovators ETF 1.5 90 -32 1.9 +3.7
AVSC Avantis U.S Small Cap Equity ETF 1.5 25 33 4.5 +6.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.5 25 33 6.9 +8.7
DFSU Dimensional US Sustainability Core 1 ETF 1.5 18 40 4.6 +6.4
DSTL Distillate US Fundamental Stability & Value ETF 1.5 39 19 7.3 +9.1
BLES Inspire Global Hope ETF 1.5 61 -3 6.0 +7.8
WCEO Hypatia Women CEO ETF 1.5 85 -27 2.8 +4.6
CBSE Clough Select Equity ETF 1.5 85 -27 0.8 +2.6
SAMM Strategas Macro Momentum ETF 1.5 66 -8 1.9 +3.7
FTAG First Trust Indxx Global Agriculture ETF 1.5 70 -12 7.3 +9.1
ILF iShares Latin America 40 ETF 1.5 48 10 9.7 +11.5
SMLF iShares U.S. SmallCap Equity Factor ETF 1.5 15 43 5.2 +7.0
SIXL ETC 6 Meridian Low Beta Equity ETF 1.5 80 -22 5.7 +7.5
AVUQ Avantis U.S. Quality ETF 1.5 15 43 3.6 +5.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.5 9 49 3.5 +5.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.5 20 38 4.8 +6.6
ABLS Abacus FCF Small Cap Leaders ETF 1.4 59 -1 5.3 +7.1
GQI Natixis Gateway Quality Income ETF 1.4 34 24 4.2 +6.0
ACWI iShares MSCI ACWI ETF 1.4 32 26 4.7 +6.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.4 9 49 4.9 +6.7
KLMT Invesco MSCI Global Climate 500 ETF 1.4 10 48 5.0 +6.8
DON WisdomTree U.S. MidCap Dividend Fund 1.4 38 20 8.1 +9.9
FSMD Fidelity Small-Mid Multifactor ETF 1.4 15 43 6.1 +7.9
SOXQ Invesco PHLX Semiconductor ETF 1.4 19 39 2.9 +4.7
VT Vanguard Total World Stock ETF 1.4 6 52 5.1 +6.9
GURU Global X Guru Index ETF 1.4 75 -17 2.5 +4.3
VFMO Vanguard U.S. Momentum Factor ETF 1.4 13 45 2.5 +4.3
QTUM Defiance Quantum ETF 1.3 40 18 4.2 +6.0
AVUS Avantis U.S. Equity ETF 1.3 15 43 5.0 +6.8
FXL First Trust Technology AlphaDEX Fund 1.3 61 -3 4.9 +6.7
EZM WisdomTree U.S. MidCap Fund 1.3 38 20 7.6 +9.4
SFY SoFi Select 500 ETF 1.3 0 58 3.8 +5.6
JHMM John Hancock Multifactor Mid Cap ETF 1.3 42 16 5.4 +7.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.3 65 -7 1.8 +3.6
XMLV Invesco S&P MidCap Low Volatility ETF 1.3 25 33 6.8 +8.6
VIS Vanguard Industrials ETF 1.3 9 49 3.7 +5.5
DCOR Dimensional US Core Equity 1 ETF 1.3 14 44 4.7 +6.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.2 10 48 5.0 +6.8
GOP Unusual Whales Subversive Republican Trading ETF 1.2 50 8 4.6 +6.4
QLC FlexShares US Quality Large Cap Index Fund 1.2 25 33 4.6 +6.4
FDWM Fidelity Women's Leadership ETF 1.2 59 -1 4.2 +6.0
EQWL Invesco S&P 100 Equal Weight ETF 1.2 25 33 5.5 +7.3
IWC iShares Micro-Cap ETF 1.2 60 -2 -1.3 +0.6
HAP VanEck Natural Resources ETF 1.2 50 8 7.4 +9.2
VLUE iShares MSCI USA Value Factor ETF 1.2 15 43 7.9 +9.7
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.2 20 38 5.6 +7.4
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.2 61 -3 1.8 +3.6
JHML John Hancock Multifactor Large Cap ETF 1.2 29 29 4.7 +6.5
ISCV iShares Morningstar Small Cap Value ETF 1.2 6 52 7.5 +9.3
FNDA Schwab Fundamental US Small Co. Index ETF 1.2 25 33 6.6 +8.4
IWS iShares Russell Mid-Cap Value ETF 1.2 23 35 6.3 +8.1
VBR Vanguard Small Cap Value ETF 1.1 7 51 7.8 +9.6
FIDU Fidelity MSCI Industrial Index ETF 1.1 8 50 3.7 +5.5
MODL VictoryShares WestEnd U.S. Sector ETF 1.1 42 16 4.0 +5.8
ROBO ROBO Global Robotics & Automation Index ETF 1.1 95 -37 2.7 +4.5
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 1.1 29 29 4.1 +5.9
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.1 30 28 15.4 +17.2
SIXS ETC 6 Meridian Small Cap Equity ETF 1.1 89 -31 8.6 +10.4
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 1.1 55 3 6.0 +7.8
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.1 52 6 5.6 +7.4
FXU First Trust Utilities AlphaDEX Fund 1.1 64 -6 5.3 +7.1
DIV Global X SuperDividend US ETF 1.1 45 13 10.5 +12.3
BFOR ALPS Barron's 400 ETF 1.1 65 -7 4.9 +6.7
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.1 15 43 6.9 +8.7
VLU State Street SPDR S&P 1500 Value Tilt ETF 1.1 12 46 6.5 +8.3
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.1 35 23 8.6 +10.4
MXI iShares Global Materials ETF 1.1 41 17 5.9 +7.7
AVMV Avantis U.S. Mid Cap Value ETF 1.0 20 38 7.6 +9.4
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.0 56 2 5.8 +7.6
DES WisdomTree U.S. SmallCap Dividend Fund 1.0 38 20 8.1 +9.9
DFAC Dimensional U.S. Core Equity 2 ETF 1.0 17 41 4.7 +6.5
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.0 70 -12 4.1 +5.9
PY Principal Value ETF 1.0 15 43 6.6 +8.4
EPS WisdomTree U.S. LargeCap Fund 1.0 8 50 5.0 +6.8
REAI Intelligent Real Estate ETF 1.0 59 -1 14.4 +16.2
PSCF Invesco S&P SmallCap Financials ETF 1.0 29 29 8.6 +10.4
JAVA JPMorgan Active Value ETF 1.0 44 14 5.5 +7.3
RNMC First Trust Mid Cap US Equity Select ETF 1.0 60 -2 5.9 +7.7
WDIV SPDR S&P Global Dividend ETF 1.0 40 18 8.2 +10.0
IJJ iShares S&P Mid-Cap 400 Value ETF 1.0 18 40 7.6 +9.4
RFFC ALPS Active Equity Opportunity ETF 1.0 48 10 3.7 +5.5
RPG Invesco S&P 500 Pure Growth ETF 1.0 35 23 2.6 +4.4
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.0 60 -2 3.6 +5.4
VGT Vanguard Information Technology ETF 1.0 9 49 3.3 +5.1
FFND Future Fund Active ETF 1.0 100 -42 3.2 +5.0
SATO Invesco Alerian Galaxy Crypto Economy ETF 1.0 61 -3 -0.6 +1.2
DARP Grizzle Growth ETF 1.0 75 -17 1.9 +3.7
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 1.0 15 43 7.6 +9.4
EUSA iShares MSCI USA Equal Weighted ETF 1.0 9 49 5.5 +7.3
SIZE iShares MSCI USA Size Factor ETF 1.0 15 43 5.5 +7.3
AIRR First Trust RBA American Industrial Renaissance ETF 1.0 70 -12 3.7 +5.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.9 35 23 3.6 +5.4
IMCG iShares Morningstar Mid-Cap Growth ETF 0.9 6 52 3.6 +5.4
GVLU Gotham 1000 Value ETF 0.9 50 8 8.1 +9.9
IWR iShares Russell Midcap ETF 0.9 19 39 5.4 +7.2
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.9 35 23 4.3 +6.1
FTEC Fidelity MSCI Information Technology Index ETF 0.9 8 50 3.3 +5.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.9 24 34 7.3 +9.1
XMMO Invesco S&P MidCap Momentum ETF 0.9 34 24 3.7 +5.5
USMF WisdomTree U.S. Multifactor Fund 0.9 28 30 6.5 +8.3
FEX First Trust Large Cap Core AlphaDEX Fund 0.9 59 -1 5.0 +6.8
DXUV Dimensional US Vector Equity ETF 0.9 28 30 5.2 +7.0
RSP Invesco S&P 500 Equal Weight ETF 0.9 20 38 5.9 +7.7
SQLV Royce Quant Small-Cap Quality Value ETF 0.9 60 -2 8.4 +10.2
EES WisdomTree U.S. SmallCap Fund 0.9 38 20 7.5 +9.3
FSCS First Trust SMID Capital Strength ETF 0.9 60 -2 6.1 +7.9
SMMD iShares Russell 2500 ETF 0.9 15 43 5.7 +7.5
JOET Virtus Terranova US Quality Momentum ETF 0.9 29 29 4.2 +6.0
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.9 12 46 6.7 +8.5
DGLO First Trust RBA Deglobalization ETF 0.9 70 -12 5.7 +7.5
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.9 35 23 6.4 +8.2
CHGX AXS Change Finance ESG ETF 0.9 49 9 4.4 +6.2
SSPY Syntax Stratified LargeCap ETF 0.9 30 28 5.9 +7.7
JVAL JPMorgan U.S. Value Factor ETF 0.9 12 46 6.9 +8.7
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.8 65 -7 7.1 +8.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.8 58 0 5.1 +6.9
CGUS Capital Group Core Equity ETF 0.8 33 25 3.8 +5.6
SVAL iShares US Small Cap Value Factor ETF 0.8 20 38 7.8 +9.6
GLOF iShares Global Equity Factor ETF 0.8 20 38 5.9 +7.7
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.8 39 19 8.4 +10.2
SDY State Street SPDR S&P Dividend ETF 0.8 35 23 6.1 +7.9
DSMC Distillate Small/Mid Cash Flow ETF 0.8 55 3 11.3 +13.1
DGT State Street SPDR Global Dow ETF 0.8 50 8 5.9 +7.7
PTL Inspire 500 ETF 0.8 9 49 4.7 +6.5
ARTY iShares Future AI & Tech ETF 0.8 47 11 2.8 +4.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.8 9 49 5.4 +7.2
NUMV Nuveen ESG Mid-Cap Value ETF 0.8 31 27 6.1 +7.9
FMDE Fidelity Enhanced Mid Cap ETF 0.8 23 35 5.2 +7.0
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.7 29 29 3.8 +5.6
KOCG FIS Knights of Columbus Global Belief ETF 0.7 75 -17 4.4 +6.2
FSGS First Trust SMID Growth Strength ETF 0.7 60 -2 4.3 +6.1
SMH VanEck Semiconductor ETF 0.7 35 23 2.6 +4.4
XSLV Invesco S&P SmallCap Low Volatility ETF 0.7 25 33 7.7 +9.5
BUL Pacer US Cash Cows Growth ETF 0.7 60 -2 4.0 +5.8
RWL Invesco S&P 500 Revenue ETF 0.7 39 19 5.9 +7.7
JGLO JPMorgan Global Select Equity ETF 0.7 33 25 4.3 +6.1
RNSC Furst Trust Small Cap US Equity Select ETF 0.7 60 -2 4.3 +6.1
VPU Vanguard Utilities ETF 0.7 9 49 5.1 +6.9
IMCB iShares Morningstar Mid-Cap ETF 0.7 4 54 5.5 +7.3
FUTY Fidelity MSCI Utilities Index ETF 0.7 8 50 5.1 +6.9
PICK iShares MSCI Global Metals & Mining Producers ETF 0.7 39 19 8.2 +10.0
IBOT Vaneck Robotics ETF 0.7 47 11 3.3 +5.1
FDM First Trust Dow Jones Select MicroCap Index Fund 0.7 60 -2 7.0 +8.8
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 0.7 40 18 2.3 +4.1
DFUV Dimensional US Marketwide Value ETF 0.7 22 36 6.4 +8.2
EMLP First Trust North American Energy Infrastructure Fund 0.6 95 -37 5.5 +7.3
RWK Invesco S&P MidCap 400 Revenue ETF 0.6 39 19 8.2 +10.0
AVSU Avantis Responsible U.S. Equity ETF 0.6 15 43 5.1 +6.9
IUS Invesco RAFI Strategic US ETF 0.6 19 39 6.0 +7.8
AVLV Avantis U.S. Large Cap Value ETF 0.6 15 43 6.6 +8.4
ICAP InfraCap Equity Income Fund ETF 0.6 171 -113 3.8 +5.6
MAGA Point Bridge America First ETF 0.6 72 -14 5.6 +7.4
PAVE Global X U.S. Infrastructure Development ETF 0.6 47 11 4.4 +6.2
PRF Invesco FTSE RAFI US 1000 ETF 0.6 39 19 5.9 +7.7
EWZS iShares MSCI Brazil Small-Cap ETF 0.6 59 -1 10.3 +12.1
FNDB Schwab Fundamental US Broad Market Index ETF 0.6 25 33 6.3 +8.1
EBI Longview Advantage ETF 0.6 35 23 5.8 +7.6
VALQ American Century U.S. Quality Value ETF 0.6 29 29 6.8 +8.6
FCPI Fidelity Stocks for Inflation ETF 0.6 15 43 6.9 +8.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.6 52 6 4.9 +6.7
CZA Invesco Zacks Mid-Cap ETF 0.6 72 -14 6.7 +8.5
DFAT Dimensional U.S. Targeted Value ETF 0.6 28 30 8.7 +10.5
FNDX Schwab Fundamental US Large Co. Index ETF 0.6 25 33 6.4 +8.2
FNK First Trust Mid Cap Value AlphaDEX Fund 0.6 70 -12 9.3 +11.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.5 19 39 5.4 +7.2
SFTY Horizon Managed Risk ETF 0.5 77 -19 3.5 +5.3
STOX Horizon Core Equity ETF 0.5 70 -12 3.6 +5.4
DFSV Dimensional US Small Cap Value ETF 0.5 31 27 9.1 +10.9
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.5 20 38 5.8 +7.6
IGM iShares Expanded Tech Sector ETF 0.5 41 17 3.0 +4.8
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.5 35 23 3.0 +4.8
EIPI FT Energy Income Partners Enhanced Income ETF 0.5 110 -52 6.3 +8.1
VFQY Vanguard U.S. Quality Factor ETF 0.5 13 45 5.3 +7.1
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.5 49 9 9.8 +11.6
JQUA JPMorgan U.S. Quality Factor ETF 0.5 12 46 5.1 +6.9
FELV Fidelity Enhanced Large Cap Value ETF 0.5 18 40 5.9 +7.7
RCGE RockCreek Global Equality ETF 0.5 95 -37 6.0 +7.8
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 0.5 49 9 2.9 +4.7
COWZ Pacer US Cash Cows 100 ETF 0.5 49 9 7.4 +9.2
IMCV iShares Morningstar Mid-Cap Value ETF 0.5 6 52 7.2 +9.0
CFA VictoryShares US 500 Volatility Wtd ETF 0.5 35 23 5.3 +7.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.5 40 18 5.2 +7.0
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.5 35 23 5.0 +6.8
SCHV Schwab U.S. Large-Cap Value ETF 0.5 4 54 5.9 +7.7
DFNV Donoghue Forlines Innovation ETF 0.5 69 -11 3.8 +5.6
VOE Vanguard Mid-Cap Value ETF 0.5 7 51 6.9 +8.7
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.4 47 11 8.0 +9.8
USMV iShares MSCI USA Min Vol Factor ETF 0.4 15 43 5.0 +6.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.4 60 -2 3.3 +5.1
ULVM VictoryShares US Value Momentum ETF 0.4 20 38 6.5 +8.3
XLK The Technology Select Sector SPDR Fund 0.4 8 50 3.6 +5.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.4 18 40 5.0 +6.8
AFLG First Trust Active Factor Large Cap ETF 0.4 55 3 5.4 +7.2
XOEF iShares S&P 500 ex S&P 100 ETF 0.4 20 38 4.8 +6.6
FLDZ RiverNorth Patriot ETF 0.4 75 -17 5.6 +7.4
VO Vanguard Mid-Cap ETF 0.4 4 54 5.3 +7.1
ITAN Sparkline Intangible Value ETF 0.4 50 8 5.6 +7.4
BESF Bastion Energy ETF 0.4 80 -22 5.5 +7.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.4 65 -7 1.6 +3.4
BOUT Innovator IBD Breakout Opportunities ETF 0.4 81 -23 4.5 +6.3
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.4 15 43 5.0 +6.8
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF 0.4 35 23 13.5 +15.3
AVUV Avantis U.S. Small Cap Value ETF 0.4 25 33 8.5 +10.3
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 0.4 61 -3 5.6 +7.4
VONV Vanguard Russell 1000 Value ETF 0.4 7 51 5.7 +7.5
IWD iShares Russell 1000 Value ETF 0.4 19 39 5.6 +7.4
CALF Pacer US Small Cap Cash Cows 100 ETF 0.4 59 -1 9.2 +11.0
COPY Tweedy, Browne Insider + Value ETF 0.4 80 -22 10.1 +11.9
DFLV Dimensional US Large Cap Value ETF 0.4 22 36 6.5 +8.3
GVUS Marketbeta Russell 1000 Value Equity ETF 0.4 12 46 5.7 +7.5
USXF iShares ESG Advanced MSCI USA ETF 0.3 10 48 4.0 +5.8
VEGN US Vegan Climate ETF 0.3 60 -2 3.8 +5.6
VOT Vanguard Mid-Cap Growth ETF 0.3 7 51 3.0 +4.8
PEXL Pacer US Export Leaders ETF 0.3 60 -2 3.8 +5.6
EIPX FT Energy Income Partners Strategy ETF 0.3 95 -37 7.1 +8.9
TTAC FCF US Quality ETF 0.3 59 -1 5.0 +6.8
WOMN Impact Shares YWCA Women's Empowerment ETF 0.3 75 -17 4.9 +6.7
NANR SPDR S&P North American Natural Resources ETF 0.3 35 23 6.3 +8.1
DTAN Sparkline International Intangible Value ETF 0.3 55 3 7.3 +9.1
AVES Avantis Emerging Markets Value ETF 0.3 36 22 9.2 +11.0
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.3 15 43 4.2 +6.0
NULC Nuveen ESG Large-Cap ETF 0.3 21 37 4.4 +6.2
NULG Nuveen ESG Large-Cap Growth ETF 0.3 26 32 2.7 +4.5
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.3 61 -3 6.3 +8.1
FYT First Trust Small Cap Value AlphaDEX Fund 0.3 73 -15 10.2 +12.0
IGE iShares North American Natural Resources ETF 0.3 41 17 6.1 +7.9
PSET Principal Quality ETF 0.3 15 43 4.7 +6.5
RAYD Rayliant Quantitative Developed Market Equity ETF 0.3 80 -22 4.5 +6.3
IXN iShares Global Tech ETF 0.2 41 17 2.9 +4.7
MTUM iShares MSCI USA Momentum Factor ETF 0.2 15 43 2.7 +4.5
GXPT Global X PureCap MSCI Information Technology ETF 0.2 25 33 3.4 +5.2
IYW iShares U.S. Technology ETF 0.2 40 18 3.1 +4.9
FAB First Trust Multi Cap Value AlphaDEX Fund 0.2 67 -9 8.7 +10.5
OPTZ Optimize Strategy Index ETF 0.2 50 8 4.2 +6.0
JSTC Adasina Social Justice All Cap Global ETF 0.2 89 -31 4.2 +6.0
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.2 50 8 4.8 +6.6
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 0.2 5 53 7.2 +9.0
VOOV Vanguard S&P 500 Value ETF 0.2 7 51 5.6 +7.4
AVIE Avantis  Inflation Focused Equity ETF 0.2 25 33 6.2 +8.0
ROSC Hartford Multifactor Small Cap ETF 0.2 34 24 8.0 +9.8
XMAG Defiance Large Cap ex-Mag 7 ETF 0.2 35 23 4.5 +6.3
EVUS iShares ESG Aware MSCI USA Value ETF 0.2 18 40 5.6 +7.4
NULV Nuveen ESG Large-Cap Value ETF 0.2 26 32 5.6 +7.4
DEUS Xtrackers Russell US Multifactor ETF 0.2 17 41 6.0 +7.8
QWLD SPDR MSCI World StrategicFactors ETF 0.2 30 28 5.1 +6.9
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.2 49 9 6.0 +7.8
JMOM JPMorgan U.S. Momentum Factor ETF 0.2 12 46 3.9 +5.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.2 29 29 5.6 +7.4
GEW Cambria Global EW ETF 0.2 29 29 5.4 +7.2
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.2 20 38 7.2 +9.0
IDU iShares U.S. Utilities ETF 0.2 40 18 4.5 +6.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.2 20 38 4.4 +6.2
OALC OneAscent Large Cap Core ETF 0.2 86 -28 3.4 +5.2
DHS WisdomTree U.S. High Dividend Fund 0.2 38 20 7.2 +9.0
XRT State Street SPDR S&P Retail ETF 0.2 35 23 7.0 +8.8
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.2 35 23 6.5 +8.3
RAFE PIMCO RAFI ESG U.S. ETF 0.2 29 29 6.1 +7.9
QGRO American Century U.S. Quality Growth ETF 0.2 29 29 3.1 +4.9
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.2 80 -22 6.8 +8.6
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.2 33 25 6.6 +8.4
PRXV Praxis Impact Large Cap Value ETF 0.2 36 22 5.8 +7.6
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.2 20 38 4.5 +6.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.2 19 39 4.9 +6.7
IWP iShares Russell Mid-Cap Growth ETF 0.1 23 35 2.6 +4.4
DEW WisdomTree Global High Dividend Fund 0.1 58 0 7.5 +9.3
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 -7 3.5 +5.3
IYJ iShares U.S. Industrials ETF 0.1 40 18 3.9 +5.7
AVEM Avantis Emerging Markets Equity ETF 0.1 33 25 7.1 +8.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.1 18 40 6.9 +8.7
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.1 38 20 8.6 +10.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.1 20 38 5.4 +7.2
VYM Vanguard High Dividend Yield Index ETF 0.1 6 52 6.3 +8.1
QVML Invesco S&P 500 QVM Multi-factor ETF 0.1 11 47 4.4 +6.2
DFVX Dimensional US Large Cap Vector ETF 0.1 22 36 5.3 +7.1
VTV Vanguard Value ETF 0.1 4 54 6.0 +7.8
FFLC Fidelity Fundamental Large Cap Core ETF 0.1 38 20 3.9 +5.7
SNPE Xtrackers S&P 500 ESG ETF 0.1 10 48 4.3 +6.1
VSLU Applied Finance Valuation Large Cap ETF 0.1 49 9 4.8 +6.6
RECS Columbia Research Enhanced Core ETF 0.1 15 43 5.1 +6.9
VIG Vanguard Dividend Appreciation ETF 0.1 5 53 4.9 +6.7
VDE Vanguard Energy ETF 0.1 9 49 7.9 +9.7
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 30 5.6 +7.4
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 19 5.1 +6.9
LRND IQ U.S. Large Cap R&D Leaders ETF 0.1 14 44 4.4 +6.2
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.1 41 17 6.9 +8.7
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.1 20 38 9.0 +10.8
STXV Strive 1000 Value ETF 0.1 18 40 7.1 +8.9
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 16 4.7 +6.5
AVSE Avantis Responsible Emerging Markets Equity ETF 0.1 33 25 6.8 +8.6
DAK Dakota Active Equity ETF 0.1 43 15 3.8 +5.6
IEO iShares U.S. Oil & Gas Exploration & Production ETF 0.1 40 18 12.2 +14.0
ACWV iShares MSCI Global Min Vol Factor ETF 0.1 20 38 5.3 +7.1
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.1 53 5 5.9 +7.7
GWX SPDR S&P International Small Cap ETF 0.1 40 18 5.7 +7.5
VFMF Vanguard U.S. Multifactor ETF 0.1 18 40 6.7 +8.5
REVS Columbia Research Enhanced Value ETF 0.1 19 39 6.9 +8.7
DFAE Dimensional Emerging Core Equity Market ETF 0.1 35 23 7.2 +9.0
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.1 50 8 3.4 +5.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 33 5.4 +7.2
ROUS Hartford Multifactor US Equity ETF 0.1 19 39 6.0 +7.8
PFM Invesco Dividend Achievers ETF 0.0 53 5 4.7 +6.5
VFH Vanguard Financials ETF 0.0 9 49 5.9 +7.7
CWI SPDR MSCI ACWI ex-US ETF 0.0 30 28 6.4 +8.2
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.0 70 -12 6.7 +8.5
FNCL Fidelity MSCI Financials Index ETF 0.0 8 50 5.9 +7.7
STXD Strive 1000 Dividend Growth ETF 0.0 35 23 4.3 +6.1
DIVB iShares Core Dividend ETF 0.0 5 53 7.3 +9.1
DEHP Dimensional Emerging Markets High Profitability ETF 0.0 41 17 5.1 +6.9
VFMV Vanguard U.S. Minimum Volatility ETF 0.0 13 45 5.3 +7.1
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 38 20 7.3 +9.1
TRUT VanEck Technology TruSector ETF 0.0 13 45 3.8 +5.6
SFGV Sequoia Global Value ETF 0.0 23 35 7.3 +9.1
DGRO iShares Core Dividend Growth ETF 0.0 8 50 5.8 +7.6
VFVA Vanguard U.S. Value Factor ETF 0.0 13 45 9.4 +11.2
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.0 30 28 7.3 +9.1
IETC iShares U.S. Tech Independence Focused ETF 0.0 18 40 2.9 +4.7
VEU Vanguard FTSE All-World ex-US Index Fund 0.0 4 54 6.8 +8.6
VWO Vanguard FTSE Emerging Markets ETF 0.0 7 51 8.9 +10.7
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 19 5.7 +7.5
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 49 8.3 +10.1
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 28 6.5 +8.3
VSGX Vanguard ESG International Stock ETF 0.0 10 48 6.6 +8.4
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 51 9.1 +10.9

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

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 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 -4.4 %
Divided by: Fwd. P/BV 3.6 x
Less: Expense ratio 58 bp
Equals: ALTAR Score -1.8 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.63 CATEGORY
AVERAGE		 1.58
 
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.