iShares Global REIT ETF
ALTAR
Score™
5.7% info Recommen-
dation
OVERWEIGHT
2021E    2022E
P/E
ratio
20.4x P/Sales
ratio
8.6x
P/BV
ratio
1.5x Div.
yield
3.5%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
iShares Global REIT ETF is an exchange-traded fund incorporated in the USA. The Fund seeks to track the investment results of an index composed of global real estate equities in the developed and emerging markets.

FUND BASICS
Category Global Equities
Fund Sponsor BlackRock Fund Advisors
Website www.ishares.com
Inception date Jul 08, 2014
Assets (mns) $3,055
Currency USD
Expense ratio 14 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-End Investment Company
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 314
Wgt avg mkt cap (mns) $16,049
Large cap (>$10bn) 47.0%
Mid cap ($2-10bn) 41.9%
Small cap (<$2bn) 7.1%
Developed mkts 98.7%
Emerging mkts 1.2%

TOP TEN HOLDINGS
PROLOGIS INC 5.9 %
DIGITAL REALTY TRUST INC 2.9 %
PUBLIC STORAGE 2.9 %
SIMON PROPERTY GROUP INC 2.8 %
WELLTOWER, INC. 2.1 %
AVALONBAY COMMUNITIES INC 1.9 %
EQUITY RESIDENTIAL 1.9 %
REALTY INCOME CORP 1.7 %
ALEXANDRIA REAL ESTATE EQUIT 1.7 %
VENTAS INC 1.4 %
Total 25.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 66.3 %
JAPAN 7.7 %
BRITAIN 5.1 %
AUSTRALIA 4.1 %
SINGAPORE 3.1 %
CANADA 2.6 %
HONG KONG 1.6 %
FRANCE 1.5 %
BELGIUM 1.3 %
NETHERLANDS 1.0 %

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.
14.8% 37.4% 5.4% -- 5.8%

Market Correlations
versus... Beta R-squared
S&P500 0.89 65%
MSCI EAFE 0.92 68%
MSCI Emg. Mkts. 0.74 55%

Technical Indicators
Recent close $26.98
30d moving avg. $26.58
Annualized volatility 20.4%
Short interest (ETF) 0.2%
Relative strength (RSI) 70

Liquidity measures
Avg. volume (thou.) 727
Turnover 0.6%
Bid/Ask (% of price) 0.05%
ADV underlying (mns) $9,501

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 683 potential alternatives to the iShares Global REIT ETF ETF based on the alternatives' overlap in portfolio holdings with REET. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: REET Expense: 14 bp ALTAR Score™: 5.7%


ALTERNATIVE ETFs BASED ON OVERLAP WITH REET
Ticker Fund
Name
Overlap1
vs REET
(%)
Expense
ratio
(bp)
Savings
vs REET
(bp)
ALTAR
Score™
(%)
ALTAR
vs REET
(%)
RWO SPDR Dow Jones Global Real Estate ETF 86.3 50 -36 5.4 -0.3
FFR First Trust FTSE EPRA/NAREIT Developed Markets Real Estate 79.5 60 -46 5.5 -0.2
SCHH Schwab U.S. REIT ETF 66.1 7 7 5.3 -0.3
USRT iShares Core U.S. REIT ETF 65.8 8 6 5.7 0.0
FRI First Trust S&P REIT Index Fund 65.6 50 -36 5.2 -0.4
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 65.6 11 3 5.7 +0.0
FREL Fidelity MSCI Real Estate Index ETF 65.4 9 6 5.4 -0.3
RWR SPDR Dow Jones REIT ETF 62.2 25 -11 5.7 -0.0
VNQ Vanguard REIT Index Fund 61.0 12 2 5.3 -0.4
IYR iShares U.S. Real Estate ETF 57.8 42 -28 5.1 -0.6
PPTY PPTY-U.S. Diversified Real Estate ETF 45.6 49 -35 5.2 -0.5
PSR Invesco Active U.S. Real Estate Fund 41.3 35 -21 4.9 -0.8
ICF iShares Cohen & Steers REIT ETF 40.2 34 -20 4.8 -0.9
GQRE FlexShares Global Quality Real Estate Index Fund 37.0 45 -31 5.8 +0.1
XLRE The Real Estate Select Sector SPDR Fund 36.7 12 2 4.9 -0.7
EWRE Invesco S&P 500 Equal Weight Real Estate ETF 34.6 40 -26 5.0 -0.7
HAUZ Xtrackers International Real Estate ETF 31.2 10 4 7.4 +1.8
VNQI Vanguard Global ex-U.S. Real Estate ETF 31.2 12 2 8.6 +2.9
IFGL iShares International Developed Real Estate ETF 30.7 48 -34 6.2 +0.5
WPS iShares International Developed Property ETF 30.4 48 -34 6.3 +0.7
RWX SPDR Dow Jones International Real Estate ETF 27.2 59 -45 5.4 -0.3
REZ iShares Residential Real Estate Capped ETF 26.7 48 -34 4.8 -0.9
IVRA Invesco Real Assets ESG ETF 23.2 59 -45 4.7 -1.0
NURE Nuveen Short-Term REIT ETF 21.4 35 -21 4.6 -1.1
HOMZ Hoya Capital Housing ETF 19.6 30 -16 6.4 +0.7
SPRE SP Funds S&P Global REIT Sharia ETF 19.2 69 -55 3.6 -2.0
BLDG Cambria Global Real Estate ETF 18.7 59 -45 7.0 +1.3
DRW WisdomTree Global ex-US Real Estate Fund 14.9 58 -44 8.9 +3.3
RDOG ALPS REIT Dividend Dogs ETF 14.4 35 -21 6.9 +1.2
SPYD SPDR S&P 500 High Dividend ETF 13.6 7 7 7.6 +2.0
VRAI Virtus Real Asset Income ETF 13.4 55 -41 6.4 +0.7
IYF iShares U.S. Financials ETF 12.3 42 -28 5.7 +0.1
QDIV Global X S&P 500 Quality Dividend ETF 11.7 20 -6 6.1 +0.5
INDS Pacer Benchmark Industrial Real Estate SCTR ETF 11.1 60 -46 3.5 -2.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 10.2 15 -1 6.2 +0.5
MDYV SPDR S&P 400 Mid Cap Value ETF 10.2 15 -1 6.2 +0.5
IJJ iShares S&P Mid-Cap 400 Value ETF 10.2 18 -4 6.2 +0.5
ONEY SPDR Russell 1000 Yield Focus ETF 8.6 20 -6 6.0 +0.4
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 8.6 80 -66 4.7 -1.0
IWS iShares Russell Mid-Cap Value ETF 8.5 24 -10 5.2 -0.4
ISCV iShares Morningstar Small Cap Value ETF 8.4 6 8 5.8 +0.1
NUMV Nuveen ESG Mid-Cap Value ETF 8.4 40 -26 5.4 -0.2
LVHD Legg Mason Low Volatility High Dividend ETF 8.4 27 -13 6.7 +1.0
NETL NETLease Corporate Real Estate ETF 8.3 60 -46 6.5 +0.9
RNMC Mid Cap US Equity Select ETF 8.2 60 -46 5.7 +0.0
DON WisdomTree U.S. MidCap Dividend Fund 8.2 38 -24 6.1 +0.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 8.2 15 -1 5.3 -0.4
XJH iShares ESG Screened S&P Mid-Cap ETF 8.1 12 2 5.2 -0.5
VOE Vanguard Mid-Cap Value Index Fund 8.1 7 7 5.9 +0.2
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 7.9 35 -21 4.8 -0.9
EWMC Invesco S&P MidCap 400 Equal Weight ETF 7.9 40 -26 5.2 -0.5
LGLV SPDR Russell 1000 Low Volatility ETF 7.8 12 2 4.4 -1.3
PZD Invesco Cleantech ETF 7.7 65 -51 3.9 -1.8
IVOO Vanguard S&P Mid-Cap 400 ETF 7.7 10 4 5.2 -0.5
SPMD SPDR Portfolio Mid Cap ETF 7.7 5 9 5.3 -0.4
IJH iShares Core S&P Mid-Cap ETF 7.7 5 9 5.3 -0.4
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 7.7 29 -15 5.9 +0.2
VBR Vanguard Small Cap Value Index Fund 7.5 7 7 5.7 +0.1
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 7.5 60 -46 7.8 +2.2
JHSC John Hancock Multifactor Small Cap ETF 7.4 42 -28 4.6 -1.1
FSMD Fidelity Small-Mid Factor ETF 7.4 29 -15 5.7 -0.0
EQAL Invesco Russell 1000 Equal Weight ETF 7.3 20 -6 4.8 -0.9
AMCA iShares Russell 1000 Pure U.S. Revenue ETF 7.2 15 -1 5.7 -0.0
DTN WisdomTree U.S. Dividend ex-Financials Fund 7.2 38 -24 6.5 +0.9
IMCV iShares Morningstar Mid-Cap Value ETF 7.2 6 8 5.8 +0.2
FDVV Fidelity Core Dividend ETF 7.1 29 -15 6.1 +0.4
VB Vanguard Small-Cap ETF 7.1 5 9 4.2 -1.4
FNDA Schwab Fundamental U.S. Small Co. Index ETF 7.1 25 -11 4.6 -1.0
SCHM Schwab U.S. Mid-Cap ETF 7.0 4 10 4.6 -1.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 6.9 24 -10 5.4 -0.3
BOSS Global X Founder-Run Companies ETF 6.9 45 -31 2.7 -3.0
SFYX Sofi Next 500 ETF 6.7 0 14 4.9 -0.8
PBSM Invesco PureBeta MSCI USA Small Cap ETF 6.7 6 8 4.0 -1.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 6.7 7 7 3.9 -1.8
BKSE BNY Mellon US Small Cap Core Equity ETF 6.6 4 10 4.6 -1.1
ISCB iShares Morningstar Small-Cap ETF 6.5 4 10 4.0 -1.7
VBK Vanguard Small-Cap Growth Index Fund 6.5 7 7 1.9 -3.8
FNK First Trust Mid Cap Value AlphaDEX Fund 6.5 70 -56 7.0 +1.3
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 6.4 30 -16 5.1 -0.6
OLD The Long-Term Care ETF 6.4 30 -16 5.1 -0.6
VO Vanguard Mid-Cap Index Fund 6.3 4 10 4.3 -1.3
ROOF IQ US Real Estate Small Cap ETF 6.3 70 -56 8.4 +2.7
IWN iShares Russell 2000 Value ETF 6.3 24 -10 4.6 -1.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 6.3 29 -15 4.7 -0.9
VTWV Vanguard Russell 2000 Value Index Fund 6.2 15 -1 4.6 -1.0
IWR iShares Russell Midcap ETF 6.2 19 -5 4.4 -1.3
JDIV JPMorgan U.S. Dividend ETF 6.2 12 2 6.3 +0.6
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 6.2 17 -3 3.9 -1.8
SRET Global X SuperDividend REIT ETF 6.2 58 -44 9.7 +4.1
SCZ iShares MSCI Eafe Small-Cap ETF 6.2 40 -26 5.1 -0.6
RVRS Reverse Cap Weighted U.S. Large Cap ETF 6.0 29 -15 5.1 -0.6
FAB First Trust Multi Cap Value AlphaDEX Fund 6.0 70 -56 7.1 +1.4
SCHC Schwab International Small-Cap Equity ETF 5.9 11 3 4.9 -0.8
BLES Inspire Global Hope Large Cap ETF 5.9 52 -38 4.7 -1.0
FNX First Trust Mid Cap Core AlphaDEX Fund 5.8 60 -46 5.0 -0.7
VXF Vanguard Extended Market Index Fund 5.7 6 8 2.6 -3.1
IMCB iShares Morningstar Mid-Cap ETF 5.6 4 10 4.6 -1.1
RNSC Small Cap US Equity Select ETF 5.6 60 -46 5.4 -0.3
DEW WisdomTree Global High Dividend Fund 5.6 58 -44 8.0 +2.3
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 5.5 49 -35 4.3 -1.4
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 5.5 20 -6 3.6 -2.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 5.5 18 -4 5.6 -0.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 5.5 4 10 4.6 -1.1
NUSC Nuveen ESG Small-Cap ETF 5.5 40 -26 3.7 -2.0
SDG iShares Sustainable MSCI Global Impact ETF 5.4 49 -35 5.3 -0.4
RYJ Invesco Raymond James SB-1 Equity ETF 5.3 76 -62 2.9 -2.8
SCHA Schwab U.S. Small-Cap ETF 5.3 4 10 3.5 -2.2
ONEV SPDR Russell 1000 Low Volatility Focus ETF 5.1 20 -6 5.6 -0.1
DWX SPDR S&P International Dividend ETF 5.1 45 -31 16.7 +11.0
LSLT Salt Low truBeta US Market ETF 5.0 60 -46 5.2 -0.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 4.9 9 5 3.4 -2.3
EUSA iShares MSCI USA Equal Weighted ETF 4.9 15 -1 4.9 -0.8
SMDY Syntax Stratified MidCap ETF 4.9 30 -16 4.8 -0.9
SCJ iShares MSCI Japan Small-Cap ETF 4.8 51 -37 5.5 -0.1
SIZE iShares MSCI USA Size Factor ETF 4.7 15 -1 4.9 -0.8
JPIN JPMorgan Diversified Return International Equity ETF 4.7 37 -23 6.8 +1.2
IEUS iShares MSCI Europe Small-Cap ETF 4.7 40 -26 4.9 -0.8
BIBL Inspire ETF 4.7 35 -21 4.1 -1.6
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 4.6 12 2 5.3 -0.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.6 39 -25 7.8 +2.1
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 4.6 20 -6 6.6 +1.0
SPDV AAM S&P 500 High Dividend Value ETF 4.6 29 -15 7.7 +2.0
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 4.6 11 3 5.3 -0.4
EPP iShares MSCI Pacific ex-Japan ETF 4.6 48 -34 5.2 -0.4
FUNL CornerCap Fundametrics Large-Cap ETF 4.6 50 -36 6.8 +1.1
ISCG iShares Morningstar Small-Cap Growth ETF 4.5 6 8 1.8 -3.9
MILN Global X Millennial Consumer ETF 4.5 50 -36 2.1 -3.6
CZA Invesco Zacks Mid-Cap ETF 4.5 69 -55 4.7 -0.9
PSCF Invesco S&P SmallCap Financials ETF 4.5 29 -15 8.1 +2.4
SPSM SPDR Portfolio Small Cap ETF 4.5 5 9 5.4 -0.3
VIOO Vanguard S&P Small-Cap 600 ETF 4.5 10 4 5.4 -0.3
SLY SPDR S&P 600 Small Cap ETF 4.5 15 -1 5.3 -0.4
XJR iShares ESG Screened S&P Small-Cap ETF 4.5 12 2 5.2 -0.5
IJR iShares Core S&P Small Cap ETF 4.5 6 8 5.4 -0.3
BBAX JPMorgan BetaBuilders Developed Asia ex-Japan ETF 4.5 19 -5 5.6 -0.1
FCPI Fidelity Stocks for Inflation ETF 4.5 29 -15 5.2 -0.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.5 9 5 4.8 -0.8
IWM iShares Russell 2000 ETF 4.5 19 -5 2.6 -3.1
VTWO Vanguard Russell 2000 Index Fund 4.5 10 4 2.7 -3.0
RSP Invesco S&P 500 Equal Weight ETF 4.4 20 -6 5.0 -0.7
EZM WisdomTree U.S. MidCap Earnings Fund 4.4 38 -24 7.0 +1.3
VOT Vanguard Mid-Cap Growth Index Fund 4.4 7 7 2.7 -2.9
KLCD KFA Large Cap Quality Dividend Index ETF 4.4 42 -28 5.2 -0.5
AGNG Global X Aging Population ETF 4.4 50 -36 3.1 -2.5
STMB iShares Factors US Mid Blend Style ETF 4.3 30 -16 5.3 -0.4
KVLE KFA Value Liner Dynamic Core Equity Index ETF 4.3 56 -42 5.9 +0.2
SMMD iShares Russell 2500 ETF 4.3 15 -1 4.6 -1.1
NULV Nuveen ESG Large-Cap Value ETF 4.2 35 -21 5.8 +0.1
RFDA RiverFront Dynamic US Dividend Advantage ETF 4.2 52 -38 4.8 -0.9
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 4.2 40 -26 5.0 -0.7
DEF Invesco Defensive Equity ETF 4.2 53 -39 5.0 -0.7
DHS WisdomTree U.S. High Dividend Fund 4.2 38 -24 7.4 +1.8
FYX First Trust Small Cap Core AlphaDEX Fund 4.2 63 -49 5.3 -0.3
QSY WisdomTree U.S. LargeCap Value Fund 4.2 38 -24 6.3 +0.7
MXDU Nationwide Maximum Diversification US Core Equity ETF 4.2 34 -20 4.2 -1.4
CLRG IQ Chaikin U.S. Large Cap ETF 4.1 25 -11 5.0 -0.7
QDEF FlexShares Quality Dividend Defensive Index Fund 4.1 37 -23 5.4 -0.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 4.1 39 -25 3.5 -2.1
JHMM John Hancock Multifactor Mid Cap ETF 4.1 42 -28 4.5 -1.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.0 70 -56 4.8 -0.8
DTD WisdomTree U.S.Total Dividend Fund 4.0 28 -14 6.0 +0.3
SDY SPDR S&P Dividend ETF 4.0 35 -21 5.6 -0.1
GWX SPDR S&P International Small Cap ETF 4.0 40 -26 4.8 -0.8
AFMC First Trust Active Factor Mid Cap ETF 3.9 65 -51 5.2 -0.4
IMCG iShares Morningstar Mid-Cap Growth ETF 3.9 6 8 3.2 -2.5
VPN Global X Data Center REITs & Digital Infrastructure ETF 3.9 50 -36 4.1 -1.5
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF 3.9 60 -46 3.3 -2.4
IDLB Invesco FTSE International Low Beta Equal Weight ETF 3.9 45 -31 5.7 +0.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 3.9 15 -1 6.1 +0.4
SLYV SPDR S&P 600 Small Cap Value ETF 3.9 15 -1 6.0 +0.3
IJS iShares S&P Small-cap 600 Value ETF 3.9 18 -4 5.9 +0.3
TUSA First Trust Total US Market AlphaDEX ETF 3.8 70 -56 5.5 -0.1
FYT First Trust Small Cap Value AlphaDEX Fund 3.8 72 -58 7.4 +1.7
CLOU Global X Cloud Computing ETF 3.7 68 -54 1.0 -4.7
VONV Vanguard Russell 1000 Value Index Fund 3.7 8 6 5.7 +0.1
IWD iShares Russell 1000 Value ETF 3.7 19 -5 5.6 -0.1
PQSV PGIM QMA Strategic Alpha Small-Cap Value ETF 3.6 29 -15 5.9 +0.2
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.6 15 -1 4.1 -1.6
MDYG SPDR S&P 400 Mid Cap Growth ETF 3.6 15 -1 4.1 -1.6
IJK iShares S&P Mid-Cap 400 Growth ETF 3.6 17 -3 4.1 -1.6
KBWY Invesco KBW Premium Yield Equity REIT ETF 3.6 35 -21 9.0 +3.4
SPHB Invesco S&P 500 High Beta ETF 3.6 25 -11 4.8 -0.9
SCHV Schwab U.S. Large-Cap Value ETF 3.5 4 10 5.8 +0.1
IPAC iShares Core MSCI Pacific ETF 3.5 9 5 6.1 +0.5
LVOL American Century Low Volatility ETF 3.5 29 -15 4.6 -1.0
FLAU Franklin FTSE Australia ETF 3.5 9 5 5.4 -0.3
DIM WisdomTree International MidCap Dividend Fund 3.5 58 -44 6.6 +0.9
FTA First Trust Large Cap Value AlphaDEX Fund 3.5 60 -46 7.0 +1.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.4 20 -6 4.0 -1.7
IUSS Invesco Strategic US Small Company ETF 3.4 23 -9 3.3 -2.4
NOBL ProShares S&P 500 Dividend Aristocrats ETF 3.4 35 -21 5.0 -0.7
IUSV iShares Core S&P U.S. Value ETF 3.4 4 10 5.9 +0.3
PQIN PGIM QMA Strategic Alpha International Equity ETF 3.4 29 -15 6.7 +1.0
GBDV Global Beta Smart Income ETF 3.4 29 -15 7.6 +1.9
REVS Columbia Research Enhanced Value ETF 3.3 19 -5 6.4 +0.7
EWA iShares MSCI Australia ETF 3.3 51 -37 4.9 -0.8
FNDC Schwab Fundamental International Small Co. Index ETF 3.3 39 -25 5.0 -0.7
DES WisdomTree U.S. SmallCap Dividend Fund 3.3 38 -24 6.0 +0.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.2 30 -16 4.9 -0.8
VSL Volshares Large Capital ETF 3.1 65 -51 4.9 -0.8
HSCZ iShares Currency Hedged MSCI EAFE Small-Cap ETF 3.1 43 -29 5.3 -0.4
ISZE iShares Edge MSCI Intl Size Factor ETF 3.1 30 -16 5.8 +0.2
EWUS iShares MSCI United Kingdom Small Cap ETF 3.1 59 -45 5.0 -0.7
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 3.1 17 -3 5.3 -0.4
JMIN JPMorgan U.S. Minimum Volatility ETF 3.1 12 2 5.2 -0.5
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 3.1 75 -61 5.0 -0.6
FEX First Trust Large Cap Core AlphaDEX Fund 3.1 59 -45 5.2 -0.5
XMLV Invesco S&P MidCap Low Volatility ETF 3.1 25 -11 4.9 -0.8
FLRG Fidelity U.S. Multifactor ETF 3.0 29 -15 5.5 -0.1
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 3.0 24 -10 5.6 -0.1
RFFC RiverFront Dynamic US Flex-Cap ETF 3.0 52 -38 4.4 -1.3
DEEF Xtrackers FTSE Developed ex US Comprehensive Factor ETF 3.0 24 -10 6.4 +0.8
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 3.0 30 -16 6.9 +1.3
WWJD Inspire International ESG ETF 3.0 80 -66 5.1 -0.6
EWJE iShares MSCI Japan Equal Weighted ETF 3.0 15 -1 6.1 +0.5
ROUS Hartford Multifactor US Equity ETF 2.9 19 -5 5.3 -0.3
DIV Global X SuperDividend US ETF 2.9 45 -31 6.5 +0.9
VOOV Vanguard S&P 500 Value ETF 2.8 10 4 5.8 +0.2
JVAL JPMorgan U.S. Value Factor ETF 2.8 12 2 6.5 +0.8
DLN WisdomTree U.S. LargeCap Dividend Fund 2.8 28 -14 5.9 +0.2
IVE iShares S&P 500 Value ETF 2.8 18 -4 5.8 +0.1
SPYV SPDR Portfolio S&P 500 Value ETF 2.8 4 10 5.9 +0.2
ISMD Inspire Small/Mid Cap Impact ETF 2.8 60 -46 4.5 -1.2
PRF Invesco FTSE RAFI US 1000 ETF 2.8 39 -25 5.6 -0.1
VEGN US Vegan Climate ETF 2.8 60 -46 3.9 -1.8
SYG SPDR MFS Systematic Growth Equity ETF 2.8 60 -46 0.0 -5.7
FVL First Trust Value Line 100 ETF 2.7 70 -56 0.0 -5.7
SHE SPDR SSGA Gender Diversity Index ETF 2.7 20 -6 3.9 -1.7
PSM Principal U.S. Small-MidCap Multi-Factor Core Index ETF 2.7 20 -6 0.0 -5.7
ISCF iShares Edge MSCI Multifactor Intl Small-Cap ETF 2.7 40 -26 7.0 +1.3
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.7 30 -16 5.4 -0.3
LRGF iShares Edge MSCI Multifactor USA ETF 2.7 20 -6 5.9 +0.3
SSLY Syntax Stratified SmallCap ETF 2.7 30 -16 4.6 -1.0
EWJV iShares MSCI Japan Value ETF 2.7 15 -1 8.3 +2.7
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 2.7 35 -21 4.7 -1.0
FQAL Fidelity Quality Factor ETF 2.6 29 -15 4.8 -0.9
ONEO SPDR Russell 1000 Momentum Focus ETF 2.6 20 -6 5.3 -0.4
FVD First Trust Value Line Dividend Index Fund 2.6 70 -56 5.2 -0.4
QLV FlexShares US Quality Low Volatility Index Fund 2.6 22 -8 4.2 -1.5
VPL Vanguard FTSE Pacific ETF 2.6 8 6 6.3 +0.6
ECOZ TrueMark ESG Active Opportunities ETF 2.6 58 -44 3.2 -2.4
EFAD ProShares MSCI EAFE Dividend Growers ETF 2.6 51 -37 4.8 -0.9
PQLC PGIM QMA Strategic Alpha Large-Cap Core ETF 2.6 17 -3 5.4 -0.3
VALQ American Century STOXX U.S. Quality Value ETF 2.5 29 -15 6.8 +1.1
AVDG AVDR US LargeCap ESG ETF 2.5 60 -46 4.5 -1.1
SMEZ SPDR EURO STOXX Small Cap ETF 2.5 45 -31 0.0 -5.7
FLQL Franklin LibertyQ U.S. Equity ETF 2.5 15 -1 5.7 +0.0
SLYG SPDR S&P 600 Small Cap Growth ETF 2.5 15 -1 4.6 -1.0
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.5 16 -2 4.6 -1.0
IJT iShares S&P Small-Cap 600 Growth ETF 2.5 18 -4 4.6 -1.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.5 15 -1 4.7 -1.0
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 2.5 25 -11 4.7 -1.0
PY Principal Shareholder Yield Index ETF 2.4 15 -1 7.6 +1.9
OSCV Opus Small Cap Value Plus ETF 2.4 79 -65 4.0 -1.7
IWO iShares Russell 2000 Growth ETF 2.4 24 -10 0.1 -5.6
ESGV Vanguard ESG U.S. Stock ETF 2.4 12 2 4.5 -1.2
VTWG Vanguard Russell 2000 Growth Index Fund 2.4 15 -1 0.2 -5.5
FVAL Fidelity Value Factor ETF 2.4 29 -15 6.3 +0.6
SIXL 6 Meridian Low Beta Equity Strategy ETF 2.4 84 -70 4.3 -1.4
ADIV SmartETFs Asia Pacific Dividend Builder ETF 2.4 78 -64 8.0 +2.3
VTV Vanguard Value Index Fund 2.3 4 10 6.1 +0.5
QUAL iShares MSCI Usa Quality Factor ETF 2.3 15 -1 4.9 -0.8
IVLC Invesco US Large Cap Core ESG ETF 2.3 48 -34 4.3 -1.4
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 2.3 30 -16 6.1 +0.5
RNDV US Equity Dividend Select ETF 2.3 50 -36 6.3 +0.6
ETHO Etho Climate Leadership U.S. ETF 2.3 48 -34 3.7 -2.0
ILCV iShares Morningstar Value ETF 2.3 4 10 5.8 +0.2
EES WisdomTree SmallCap Earnings Fund 2.3 38 -24 7.1 +1.4
VTHR Vanguard Russell 3000 Index Fund 2.3 10 4 4.4 -1.3
IWV iShares Russell 3000 ETF 2.3 20 -6 4.3 -1.4
QDF FlexShares Quality Dividend Index Fund 2.3 37 -23 5.5 -0.1
VTI Vanguard Total Stock Market Index Fund 2.3 3 11 4.4 -1.3
SCHB Schwab U.S. Broad Market ETF 2.3 3 11 4.4 -1.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.2 3 11 4.4 -1.3
GCOW Pacer Global High Dividend ETF 2.2 60 -46 9.4 +3.7
PSC Principal U.S. Small Cap Index ETF 2.2 38 -24 4.3 -1.4
SYV SPDR MFS Systematic Value Equity ETF 2.2 60 -46 0.0 -5.7
JQUA JPMorgan U.S. Quality Factor ETF 2.1 12 2 4.9 -0.7
EFV iShares MSCI EAFE Value ETF 2.1 39 -25 7.8 +2.1
GLIF AGFiQ Global Infrastructure ETF 2.1 45 -31 4.3 -1.3
AFLG First Trust Active Factor Large Cap ETF 2.1 55 -41 4.5 -1.2
IWB iShares Russell 1000 ETF 2.1 15 -1 4.5 -1.2
VONE Vanguard Russell 1000 ETF 2.1 8 6 4.5 -1.1
VLU SPDR S&P 1500 Value Tilt ETF 2.1 12 2 6.0 +0.3
PQSG PGIM QMA Strategic Alpha Small-Cap Growth ETF 2.1 29 -15 0.8 -4.9
NXTG First Trust Indxx NextG ETF 2.1 70 -56 5.2 -0.5
FDRR Fidelity Dividend ETF for Rising Rates 2.1 29 -15 6.1 +0.5
IYY iShares Dow Jones U.S. ETF 2.1 20 -6 4.4 -1.3
CVY Invesco Zacks Multi-Asset Income ETF 2.1 94 -80 7.6 +2.0
JHML John Hancock Multifactor Large Cap ETF 2.1 29 -15 4.7 -1.0
SPXT ProShares S&P 500 Ex-Technology ETF 2.0 27 -13 4.7 -1.0
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 2.0 49 -35 4.2 -1.5
RNLC Large Cap US Equity Select ETF 2.0 60 -46 4.9 -0.8
DMXF iShares ESG Advanced MSCI EAFE ETF 2.0 12 2 5.7 +0.0
SPMV Invesco S&P 500 Minimum Variance ETF 2.0 10 4 4.8 -0.9
IEFA iShares Core MSCI EAFE ETF 2.0 7 7 6.1 +0.4
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 2.0 58 -44 6.5 +0.8
USXF iShares ESG Advanced MSCI USA ETF 2.0 10 4 4.4 -1.3
SPTM SPDR Portfolio Total Stock Market ETF 2.0 3 11 4.8 -0.9
MAGA Point Bridge GOP Stock Tracker ETF 2.0 72 -58 4.9 -0.7
SCHK Schwab 1000 Index ETF 2.0 5 9 4.5 -1.2
STSB iShares Factors US Small Blend Style ETF 2.0 35 -21 3.5 -2.2
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 2.0 39 -25 5.6 -0.1
SCHX Schwab U.S. Large-Cap ETF 1.9 3 11 4.6 -1.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.9 70 -56 1.1 -4.5
FNDB Schwab Fundamental U.S. Broad Market Index ETF 1.9 25 -11 5.3 -0.4
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 1.9 80 -66 5.5 -0.2
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 1.9 39 -25 6.5 +0.9
USMV iShares Edge MSCI Min Vol USA ETF 1.9 15 -1 5.1 -0.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.9 29 -15 5.0 -0.7
VLUE iShares MSCI USA Value Factor ETF 1.9 15 -1 8.8 +3.2
IQSU IQ Candriam ESG US Equity ETF 1.9 9 5 4.6 -1.1
EFAS Global X MSCI SuperDividend EAFE ETF 1.9 56 -42 7.4 +1.7
ACWV iShares MSCI Global Min Vol Factor ETF 1.9 20 -6 5.3 -0.4
IDEV iShares Core MSCI International Developed Markets ETF 1.9 5 9 6.0 +0.4
FDLO Fidelity Low Volatility Factor ETF 1.9 29 -15 4.3 -1.4
JEPI JPMorgan Equity Premium Income ETF 1.9 35 -21 4.7 -1.0
VT Vanguard Total World Stock ETF 1.9 8 6 5.2 -0.5
VICE AdvisorShares Vice ETF 1.9 99 -85 3.2 -2.5
BJK VanEck Vectors Gaming ETF 1.9 65 -51 1.9 -3.8
STLV iShares Factors US Value Style ETF 1.8 25 -11 6.6 +0.9
FLV American Century Focused Large Cap Value ETF 1.8 42 -28 5.5 -0.2
EFAV iShares Edge MSCI Min Vol EAFE ETF 1.8 20 -6 4.9 -0.8
USMF WisdomTree U.S. Multifactor Fund 1.8 28 -14 5.3 -0.4
RODM Hartford Multifactor Developed Markets (ex-US) ETF 1.8 29 -15 7.0 +1.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.8 9 5 5.0 -0.6
ILCB iShares Morningstar U.S. Equity ETF 1.8 3 11 4.5 -1.1
SPXV ProShares S&P 500 Ex-Health Care ETF 1.7 27 -13 4.2 -1.5
VEA Vanguard FTSE Developed Markets ETF 1.7 5 9 6.2 +0.5
SPDW SPDR Portfolio Developed World ex-US ETF 1.7 4 10 5.9 +0.2
EWS iShares MSCI Singapore ETF 1.7 51 -37 6.4 +0.7
RWK Invesco S&P MidCap 400 Revenue ETF 1.7 39 -25 5.9 +0.2
IMFL Invesco International Developed Dynamic Multifactor ETF 1.7 34 -20 6.9 +1.2
WDIV SPDR Global Dividend ETF 1.7 40 -26 8.4 +2.7
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 1.7 14 0 5.7 +0.0
PBUS Invesco PureBeta MSCI USA ETF 1.7 4 10 4.6 -1.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.7 2 12 4.6 -1.0
XVV iShares ESG Screened S&P 500 ETF 1.7 8 6 4.7 -0.9
ESG FlexShares STOXX US ESG Impact Index Fund 1.7 32 -18 4.6 -1.1
DOO WisdomTree International Dividend ex-Financials Fund 1.6 58 -44 7.2 +1.5
FLJP Franklin FTSE Japan ETF 1.6 9 5 6.5 +0.8
BBJP JPMorgan BetaBuilders Japan ETF 1.6 19 -5 6.4 +0.7
FLJH Franklin FTSE Japan Hedged ETF 1.6 9 5 6.6 +0.9
ROSC Hartford Multifactor Small Cap ETF 1.6 34 -20 6.6 +0.9
SNPE Xtrackers S&P 500 ESG ETF 1.6 10 4 4.7 -1.0
DSI iShares MSCI KLD 400 Social ETF 1.6 25 -11 4.4 -1.2
RECS Columbia Research Enhanced Core ETF 1.6 15 -1 5.2 -0.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.6 39 -25 3.7 -2.0
EFIV SPDR S&P 500 ESG ETF 1.6 10 4 4.7 -1.0
IDHD Invesco S&P Intl Developed High Dividend Low Volatility ETF 1.6 30 -16 7.4 +1.7
PFM Invesco Dividend Achievers ETF 1.6 53 -39 4.9 -0.7
FDT First Trust Developed Markets ex-US Alphadex Fund 1.6 80 -66 7.5 +1.8
RESP WisdomTree US ESG Fund of Benef Interest 1.6 28 -14 5.1 -0.5
ESGU iShares MSCI USA ESG Optimized ETF 1.6 15 -1 4.5 -1.2
SPXE ProShares S&P 500 Ex-Energy ETF 1.5 27 -13 4.6 -1.1
VV Vanguard Large-Cap Index Fund 1.5 4 10 4.6 -1.1
MMLG First Trust Multi-Manager Large Growth ETF 1.5 85 -71 1.8 -3.9
FIVG Defiance Next Gen Connectivity ETF 1.5 30 -16 4.3 -1.4
PBP Invesco S&P 500 BuyWrite ETF 1.5 49 -35 4.2 -1.4
XYLG Global X S&P 500 Covered Call & Growth ETF 1.5 60 -46 4.3 -1.4
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.5 20 -6 4.6 -1.1
SUSA iShares MSCI USA ESG Select ETF 1.5 25 -11 4.3 -1.4
KOKU Xtrackers MSCI Kokusai Equity ETF 1.5 9 5 4.9 -0.8
TOK iShares MSCI Kokusai ETF 1.5 25 -11 4.8 -0.9
IWP iShares Russell Mid-Cap Growth ETF 1.5 24 -10 2.8 -2.8
SPLG SPDR Portfolio Large Cap ETF 1.5 3 11 4.7 -1.0
NUDM Nuveen ESG International Developed Markets Equity ETF 1.5 40 -26 5.6 -0.1
VOO VANGUARD S&P 500 ETF 1.5 3 11 4.7 -1.0
UIVM VictoryShares USAA MSCI International Value Momentum ETF 1.5 35 -21 7.5 +1.8
SPY SPDR S&P 500 ETF Trust 1.5 9 5 4.6 -1.0
IVV iShares Core S&P 500 ETF 1.5 3 11 4.7 -1.0
URTH iShares MSCI World ETF 1.5 24 -10 4.9 -0.8
PDEV Principal International Multi-Factor Core Index ETF 1.5 25 -11 6.5 +0.8
LVHI Legg Mason International Low Volatility High Dividend ETF 1.5 40 -26 8.1 +2.5
EWQ iShares MSCI France ETF 1.5 51 -37 5.0 -0.7
QDYN FlexShares Quality Dividend Dynamic Index Fund 1.5 37 -23 5.4 -0.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.5 7 7 4.6 -1.1
RFV Invesco S&P Midcap 400 Pure Value ETF 1.4 35 -21 8.0 +2.3
EWJ iShares MSCI Japan ETF 1.4 51 -37 6.1 +0.4
JMOM JPMorgan U.S. Momentum Factor ETF 1.4 12 2 3.4 -2.3
FLHK Franklin FTSE Hong Kong ETF 1.4 9 5 6.3 +0.6
DBJP Xtrackers MSCI Japan Hedged Equity ETF 1.4 46 -32 6.2 +0.5
FNDX Schwab Fundamental U.S. Large Co. Index ETF 1.4 25 -11 5.4 -0.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.4 12 2 4.4 -1.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.4 65 -51 4.2 -1.5
CATH Global X S&P 500 Catholic Values Custom ETF 1.4 29 -15 4.3 -1.3
IXUS ishares Core MSCI Total International Stock ETF 1.4 9 5 6.2 +0.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.4 63 -49 2.0 -3.7
AVDR AVDR US LargeCap Leading ETF 1.4 60 -46 4.8 -0.9
STLC iShares Factors US Blend Style ETF 1.4 25 -11 5.3 -0.3
WLDR Affinity World Leaders Equity ETF 1.4 47 -33 7.7 +2.0
EWH iShares MSCI Hong Kong ETF 1.4 51 -37 5.6 -0.0
ZHOK SPDR Solactive Hong Kong ETF 1.4 14 0 0.0 -5.7
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 1.4 20 -6 5.9 +0.3
FLGB Franklin FTSE United Kingdom ETF 1.4 9 5 6.7 +1.1
IQSI IQ Candriam ESG International Equity ETF 1.4 15 -1 6.0 +0.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.3 20 -6 5.2 -0.5
DTH WisdomTree International High Dividend Fund 1.3 58 -44 8.0 +2.3
AUSF Global X Adaptive U.S. Factor ETF 1.3 27 -13 7.1 +1.5
FDMO Fidelity Momentum Factor ETF 1.3 29 -15 2.8 -2.8
ACVF American Conservative Values ETF 1.3 75 -61 4.0 -1.6
HFXI IQ 50 Percent Hedged FTSE International ETF 1.3 20 -6 6.2 +0.5
ACWI iShares MSCI ACWI ETF 1.3 32 -18 5.0 -0.7
VSGX Vanguard ESG International Stock ETF 1.3 17 -3 6.1 +0.4
FTLB First Trust Hedged BuyWrite Income ETF 1.3 85 -71 5.0 -0.6
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 1.3 45 -31 6.9 +1.2
LOWC SPDR MSCI ACWI Low Carbon Target ETF 1.3 20 -6 5.3 -0.4
SFY SoFi Select 500 ETF 1.3 0 14 4.6 -1.1
AFSM First Trust Active Factor Small Cap ETF 1.3 77 -63 4.6 -1.1
VXUS Vanguard Total International Stock ETF 1.3 8 6 6.3 +0.7
FTHI First Trust High Income ETF 1.3 85 -71 5.0 -0.6
QUS SPDR MSCI USA StrategicFactors ETF 1.3 15 -1 5.1 -0.5
SCHF Schwab International Equity ETF 1.3 6 8 6.2 +0.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.3 10 4 4.7 -0.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.3 39 -25 5.1 -0.5
NULC Nuveen ESG Large-Cap ETF 1.3 20 -6 4.5 -1.2
EWK iShares MSCI Belgium Capped ETF 1.3 51 -37 6.1 +0.4
ESGD iShares MSCI EAFE ESG Optimized ETF 1.3 20 -6 6.0 +0.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.3 9 5 4.8 -0.8
SUSL iShares ESG MSCI USA Leaders ETF 1.3 10 4 4.7 -1.0
PFI Invesco DWA Financial Momentum ETF 1.3 60 -46 6.6 +1.0
FYC First Trust Small Cap Growth AlphaDEX Fund 1.3 70 -56 1.8 -3.9
ADME Aptus Drawdown Managed Equity ETF 1.2 79 -65 3.4 -2.3
EFA iShares MSCI EAFE ETF 1.2 32 -18 5.9 +0.3
INTF iShares Edge MSCI Multifactor Intl ETF 1.2 30 -16 7.1 +1.4
QWLD SPDR MSCI World StrategicFactors ETF 1.2 30 -16 5.2 -0.4
WOMN Impact Shares YWCA Women's Empowerment ETF 1.2 75 -61 4.3 -1.4
EWU iShares MSCI United Kingdom ETF 1.2 51 -37 6.5 +0.8
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 1.2 36 -22 5.9 +0.2
PBDM Invesco PureBeta FTSE Developed ex-North America ETF 1.2 7 7 6.2 +0.5
RAFE PIMCO RAFI ESG U.S. ETF 1.2 30 -16 6.3 +0.6
DWM WisdomTree International Equity Fund 1.2 48 -34 6.7 +1.0
FEP First Trust Europe AlphaDEX Fund 1.2 80 -66 7.0 +1.3
XT iShares Exponential Technologies ETF 1.2 47 -33 4.6 -1.1
SVAL iShares US Small Cap Value Factor ETF 1.2 20 -6 7.1 +1.4
ILCG iShares Morningstar Growth ETF 1.2 4 10 3.2 -2.5
GSID Goldman Sachs MarketBeta International Equity ETF 1.2 20 -6 6.0 +0.3
XSLV Invesco S&P SmallCap Low Volatility ETF 1.2 25 -11 4.9 -0.8
SYE SPDR MFS Systematic Core Equity ETF 1.2 60 -46 0.0 -5.7
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.1 41 -27 4.9 -0.7
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 1.1 40 -26 6.8 +1.2
EPS WisdomTree U.S. Earnings 500 Fund 1.1 8 6 5.8 +0.1
MIDF iShares Edge MSCI Multifactor USA Mid-Cap ETF 1.1 25 -11 6.5 +0.8
ZGBR SPDR Solactive United Kingdom ETF 1.1 14 0 0.0 -5.7
SPLV Invesco S&P 500 Low Volatility ETF 1.1 25 -11 5.4 -0.3
ALTL Pacer Lunt Large Cap Alternator ETF 1.1 60 -46 4.5 -1.2
IEHS iShares Evolved U.S. Healthcare Staples ETF 1.1 18 -4 4.8 -0.9
FLLV Franklin Liberty U.S. Low Volatility ETF 1.1 29 -15 4.7 -0.9
VGK Vanguard FTSE Europe ETF 1.1 8 6 6.1 +0.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.1 20 -6 4.6 -1.1
FLFR Franklin FTSE France ETF 1.1 9 5 5.4 -0.3
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.1 60 -46 3.5 -2.2
RNDM First Trust Developed International Equity Select ETF 1.1 65 -51 5.3 -0.4
IWX iShares Russell Top 200 Value ETF 1.1 20 -6 5.8 +0.1
ACSG Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 1.1 16 -2 5.8 +0.1
DBLV AdvisorShares DoubleLine Value Equity ETF 1.1 91 -77 5.4 -0.3
QEFA SPDR MSCI EAFE Quality Mix ETF 1.1 30 -16 5.8 +0.1
IEUR iShares Core MSCI Europe ETF 1.1 9 5 6.0 +0.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.1 49 -35 3.7 -2.0
PSET Principal Price Setters Index ETF 1.1 15 -1 4.7 -1.0
DDLS WisdomTree Dynamic Currency Hedged International SmallCap Eq 1.1 48 -34 7.8 +2.1
DLS WisdomTree International SmallCap Dividend Fund 1.1 58 -44 7.7 +2.0
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 1.1 47 -33 5.5 -0.2
TECB iShares US Tech Breakthrough Multisector ETF 1.0 40 -26 3.6 -2.1
SPEU SPDR Portfolio Europe ETF 1.0 9 5 6.0 +0.3
XDAT Franklin Exponential Data ETF 1.0 50 -36 1.6 -4.1
IVES Wedbush ETFMG Global Cloud Technology ETF 1.0 68 -54 2.2 -3.4
EQWL Invesco Russell Top 200 Equal Weight ETF 1.0 25 -11 5.5 -0.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.0 19 -5 5.0 -0.7
IDLV Invesco S&P International Developed Low Volatility ETF 1.0 25 -11 5.7 +0.0
ACIO Aptus Collared Income Opportunity ETF 1.0 79 -65 3.8 -1.9
ZJPN SPDR Solactive Japan ETF 1.0 14 0 0.0 -5.7
HLGE Hartford Longevity Economy ETF 1.0 44 -30 5.9 +0.2
DGT SPDR Global Dow ETF 1.0 50 -36 6.0 +0.3
DMDV AAM S&P Developed Markets High Dividend Value ETF 1.0 39 -25 8.6 +2.9
PIZ Invesco DWA Developed Markets Momentum ETF 1.0 80 -66 3.5 -2.1
VEU Vanguard FTSE All-World ex-US Index Fund 1.0 8 6 6.4 +0.7
ESGG FlexShares STOXX Global ESG Impact Index Fund 1.0 42 -28 4.7 -1.0
VWID Virtus WMC International Dividend ETF 0.9 49 -35 7.1 +1.4
QINT American Century Quality Diversified International ETF 0.9 39 -25 6.2 +0.5
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.9 47 -33 5.1 -0.5
JSML Janus Henderson Small Cap Growth Alpha ETF 0.9 30 -16 5.1 -0.6
FID First Trust S&P International Dividend Aristocrats ETF 0.9 60 -46 8.2 +2.6
DIVB iShares U.S. Dividend & Buyback ETF 0.9 25 -11 5.6 -0.0
VUG Vanguard Growth Index Fund 0.9 4 10 3.5 -2.1
IQLT iShares Edge MSCI Intl Quality Factor ETF 0.8 30 -16 5.1 -0.6
ACWX iShares MSCI ACWI ex U.S. ETF 0.8 32 -18 6.1 +0.4
FKU First Trust United Kingdom AlphaDEX Fund 0.8 80 -66 7.1 +1.4
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.8 41 -27 6.0 +0.3
FEUZ First Trust Eurozone AlphaDEX ETF 0.8 80 -66 7.4 +1.7
EWX SPDR S&P Emerging Markets Small Cap ETF 0.8 65 -51 6.4 +0.7
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 -15 4.2 -1.5
NACP Impact Shares NAACP Minority Empowerment ETF 0.8 49 -35 4.4 -1.3
BFTR Future Innovators ETF 0.8 80 -66 -1.2 -6.9
FLAX Franklin FTSE Asia Ex Japan ETF 0.8 19 -5 6.5 +0.8
MGV Vanguard Mega Cap Value ETF 0.8 7 7 6.2 +0.6
EURZ Xtrackers Eurozone Equity ETF 0.8 9 5 5.8 +0.2
YLDE ClearBridge Dividend Strategy ESG ETF 0.8 60 -46 4.4 -1.3
EGIS 2nd Vote Society Defended ETF 0.8 75 -61 5.8 +0.1
XMVM Invesco S&P MidCap Value with Momentum ETF 0.7 39 -25 7.3 +1.6
JHMD John Hancock Multifactor Developed International ETF 0.7 39 -25 6.1 +0.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.7 30 -16 5.0 -0.7
HLAL Wahed FTSE USA Shariah ETF 0.7 50 -36 4.0 -1.6
CWI SPDR MSCI ACWI ex-US ETF 0.7 30 -16 6.0 +0.3
RFAP First Trust Riverfront Dynamic Asia Pacific ETF 0.7 83 -69 5.3 -0.4
FTC First Trust Large Cap Growth AlphaDEX Fund 0.7 60 -46 2.8 -2.9
HEWJ iShares Currency Hedged MSCI Japan ETF 0.7 51 -37 6.0 +0.3
FLEE Franklin FTSE Europe ETF 0.7 9 5 6.0 +0.3
FLEH Franklin FTSE Europe Hedged ETF 0.7 9 5 6.1 +0.4
RESD WisdomTree International ESG Fund 0.7 30 -16 5.9 +0.2
CSD Invesco S&P Spin-Off ETF 0.7 62 -48 4.0 -1.7
BKIE BNY Mellon International Equity ETF 0.7 4 10 6.3 +0.6
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.7 47 -33 8.4 +2.7
QLC FlexShares US Quality Large Cap Index Fund 0.7 32 -18 4.5 -1.1
DEFA iShares Adaptive Currency Hedged MSCI EAFE ETF 0.7 35 -21 5.9 +0.2
GENY Principal Millennials Index ETF 0.7 45 -31 3.1 -2.5
ZCAN SPDR Solactive Canada ETF 0.7 14 0 0.0 -5.7
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.7 71 -57 7.4 +1.7
MOTI VanEck Vectors Morningstar International Moat ETF 0.6 58 -44 7.6 +2.0
DWMF WisdomTree International Multifactor Fund 0.6 38 -24 6.0 +0.3
MGMT Ballast Small/Mid Cap ETF 0.6 110 -96 5.3 -0.4
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.6 35 -21 4.8 -0.9
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.6 60 -46 5.9 +0.2
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.6 30 -16 7.7 +2.1
HKND Humankind US Stock ETF 0.6 209 -195 3.5 -2.2
HEFA iShares Currency Hedged MSCI EAFE ETF 0.6 35 -21 5.9 +0.2
HEWU iShares Currency Hedged MSCI United Kingdom ETF 0.6 51 -37 6.3 +0.7
RODE Hartford Multifactor Diversified International ETF 0.6 29 -15 9.4 +3.8
SPHQ Invesco S&P 500 Quality ETF 0.6 15 -1 4.4 -1.3
TMDV ProShares Russell US Dividend Growers ETF 0.6 36 -22 4.6 -1.0
RPV Invesco S&P 500 Pure Value ETF 0.6 35 -21 8.3 +2.6
LYFE 2nd Vote Life Neutral Plus ETF 0.6 75 -61 5.6 -0.1
SDGA Impact Shares Sustainable Development Goals Global ETF 0.6 75 -61 5.3 -0.4
BUYZ Franklin Disruptive Commerce ETF 0.6 50 -36 -0.2 -5.8
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.6 70 -56 5.8 +0.1
CEFA Global X S&P Catholic Values Developed ex-U.S. ETF 0.6 35 -21 5.8 +0.1
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.6 58 -44 5.9 +0.3
AIA iShares Asia 50 ETF 0.6 50 -36 5.9 +0.2
IWL iShares Russell Top 200 ETF 0.6 15 -1 4.5 -1.2
BKLC BNY Mellon US Large Cap Core Equity ETF 0.6 0 14 4.6 -1.1
BBEU JPMorgan BetaBuilders Europe ETF 0.6 9 5 6.2 +0.5
IQDF FlexShares International Quality Dividend Index Fund 0.6 47 -33 7.8 +2.2
CSML IQ Chaikin U.S. Small Cap ETF 0.5 35 -21 2.3 -3.4
FDD First Trust Stoxx European Select Dividend Index Fund 0.5 58 -44 8.3 +2.6
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.5 46 -32 5.7 +0.0
IEV iShares Europe ETF 0.5 59 -45 5.7 0.0
KRMA Global X Conscious Companies ETF 0.5 43 -29 4.8 -0.9
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.5 35 -21 6.0 +0.3
FDEV Fidelity Targeted International Factor ETF 0.5 39 -25 5.6 -0.1
RFDI First Trust Riverfront Dynamic Developed International ETF 0.5 83 -69 5.0 -0.6
LSAT Leadershares Alphafactor Tactical Focused ETF 0.5 99 -85 7.0 +1.3
EZU iShares MSCI Eurozone ETF 0.5 51 -37 5.5 -0.2
MGC Vanguard Mega Cap Index Fund 0.5 7 7 4.6 -1.1
ASEA Global X Southeast Asia ETF 0.5 65 -51 7.7 +2.0
EEMD AAM S&P Emerging Markets High Dividend Value ETF 0.5 50 -36 12.5 +6.8
HEWW iShares Currency Hedged MSCI Mexico ETF 0.5 54 -40 6.6 +1.0
EWW iShares MSCI Mexico Capped ETF 0.5 51 -37 6.4 +0.7
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.5 80 -66 7.5 +1.8
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.5 80 -66 6.8 +1.1
IPKW Invesco International BuyBack Achievers ETF 0.5 55 -41 6.3 +0.6
MDY SPDR S&P Midcap 400 ETF Trust 0.5 23 -9 5.1 -0.6
HART IQ Healthy Hearts ETF 0.5 45 -31 4.5 -1.2
XMHQ Invesco S&P MidCap Quality ETF 0.5 25 -11 5.4 -0.2
BBCA JPMorgan BetaBuilders Canada ETF 0.5 19 -5 6.1 +0.4
GDVD Principal Active Global Dividend Income ETF 0.5 58 -44 0.0 -5.7
SDIV Global X SuperDividend ETF 0.5 59 -45 14.0 +8.3
PLC Principal U.S. Large-Cap Multi-Factor Core Index ETF 0.5 15 -1 0.0 -5.7
VFQY Vanguard U.S. Quality Factor ETF 0.4 13 1 4.9 -0.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.4 60 -46 4.8 -0.8
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 0.4 50 -36 3.5 -2.2
RWL Invesco S&P 500 Revenue ETF 0.4 39 -25 5.6 -0.0
HAWX iShares Currency Hedged MSCI ACWI ex U.S. ETF 0.4 35 -21 6.2 +0.5
VONG Vanguard Russell 1000 Growth Index Fund 0.4 8 6 3.8 -1.9
IWF iShares Russell 1000 Growth ETF 0.4 19 -5 3.7 -2.0
FNDF Schwab Fundamental International Large Co. Index ETF 0.4 25 -11 7.3 +1.6
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.4 25 -11 5.8 +0.1
EWC iShares MSCI Canada ETF 0.4 51 -37 5.9 +0.2
IUSG iShares Core S&P US Growth ETF 0.4 4 10 3.9 -1.8
MFMS Motley Fool Small-Cap Growth ETF 0.4 85 -71 0.7 -5.0
XSMO Invesco S&P SmallCap Momentum ETF 0.4 39 -25 3.8 -1.9
GSPY Gotham Enhanced 500 ETF 0.4 50 -36 4.6 -1.1
TTAI TrimTabs All Cap International Free-Cash-Flow ETF 0.4 61 -47 4.4 -1.3
KNGS UPHOLDINGS Compound Kings ETF 0.4 60 -46 3.1 -2.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.4 75 -61 2.3 -3.4
PKW Invesco Buyback Achievers ETF 0.4 62 -48 6.9 +1.3
FLZA Franklin FTSE South Africa ETF 0.3 19 -5 8.8 +3.1
RFEU First Trust Riverfront Dynamic Europe ETF 0.3 83 -69 4.7 -1.0
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.3 59 -45 9.9 +4.3
FIDI Fidelity International High Dividend ETF 0.3 39 -25 8.0 +2.3
EUDV ProShares MSCI Europe Dividend Growers ETF 0.3 56 -42 4.8 -0.9
NVQ QRAFT AI-Enhanced US Next Value ETF 0.3 75 -61 6.9 +1.2
TTAC TrimTabs US Free Cash Flow Quality ETF 0.3 59 -45 4.5 -1.2
GBLO Global Beta Low Beta ETF 0.3 29 -15 6.5 +0.8
XSHQ Invesco S&P SmallCap Quality ETF 0.3 29 -15 5.4 -0.3
IMTM iShares Edge MSCI Intl Momentum Factor ETF 0.3 30 -16 3.9 -1.8
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.3 25 -11 5.7 +0.0
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.3 25 -11 6.4 +0.7
ICOW Pacer Developed Markets International Cash Cows 100 ETF 0.3 65 -51 9.6 +3.9
MSOS AdvisorShares Pure US Cannabis ETF 0.3 74 -60 -1.1 -6.7
TOKE Cambria Cannabis ETF 0.3 42 -28 -1.2 -6.8
YOLO AdvisorShares Pure Cannabis ETF 0.3 75 -61 -5.8 -11.4
CNBS Amplify Seymour Cannabis ETF 0.3 75 -61 -6.4 -12.1
DOL WisdomTree International LargeCap Dividend Fund 0.3 48 -34 6.7 +1.0
IUS Invesco Strategic US ETF 0.3 19 -5 5.0 -0.7
EWGS iShares MSCI Germany Small Cap ETF 0.3 59 -45 4.8 -0.9
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 0.3 21 -7 3.1 -2.6
BFOR Barron's 400 ETF 0.3 65 -51 5.5 -0.1
IEME iShares Evolved U.S. Media & Entertainment ETF 0.3 18 -4 4.7 -0.9
DWAS Invesco DWA SmallCap Momentum ETF 0.3 60 -46 -0.6 -6.3
SMDV ProShares Russell 2000 Dividend Growers ETF 0.3 41 -27 4.9 -0.8
KSCD KFA Small Cap Quality Dividend Index ETF 0.3 51 -37 4.6 -1.1
FLMX Franklin FTSE Mexico ETF 0.3 19 -5 6.8 +1.1
FLLA Franklin FTSE Latin America ETF 0.3 19 -5 5.7 +0.0
HEZU iShares Currency Hedged MSCI Eurozone ETF 0.3 54 -40 5.4 -0.2
EFG iShares MSCI EAFE Growth ETF 0.3 40 -26 3.9 -1.8
SPVU Invesco S&P 500 Enhanced Value ETF 0.3 13 1 8.2 +2.6
MGK Vanguard Mega Cap Growth ETF 0.2 7 7 3.6 -2.0
FEM First Trust Emerging Markets AlphaDEX Fund 0.2 80 -66 11.1 +5.4
EMFM Global X MSCI Next Emerging & Frontier ETF 0.2 70 -56 7.2 +1.5
FLN First Trust Latin America AlphaDEX Fund 0.2 80 -66 6.0 +0.4
ILF iShares Latin America 40 ETF 0.2 48 -34 4.6 -1.1
ACWF iShares MSCI Global Multifactor ETF 0.2 35 -21 6.6 +1.0
AFK VanEck Vectors Africa Index ETF 0.2 79 -65 7.6 +1.9
EZA iShares MSCI South Africa ETF 0.2 59 -45 6.8 +1.1
VWO Vanguard FTSE Emerging Markets ETF 0.2 10 4 7.0 +1.3
VFVA Vanguard U.S. Value Factor ETF 0.2 14 0 7.8 +2.1
ENZL iShares MSCI New Zealand Capped ETF 0.2 51 -37 2.9 -2.8
SQEW LeaderShares Equity Skew ETF 0.2 75 -61 5.5 -0.2
VUSE Vident Core US Equity Fund 0.2 48 -34 6.3 +0.6
VFMV Vanguard U.S. Minimum Volatility ETF 0.2 13 1 4.3 -1.3
ABEQ Absolute Core Strategy ETF 0.2 88 -74 3.8 -1.8
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.2 32 -18 5.5 -0.2
IEDI iShares Evolved U.S. Discretionary Spending ETF 0.2 18 -4 3.3 -2.4
IVLU iShares Edge MSCI Intl Value Factor ETF 0.2 30 -16 9.3 +3.6
HEWC iShares Currency Hedged MSCI Canada ETF 0.2 54 -40 5.8 +0.2
RNEM First Trust Emerging Markets Equity Select ETF 0.2 75 -61 9.6 +4.0
IECS iShares Evolved U.S. Consumer Staples ETF 0.2 18 -4 5.0 -0.7
VOOG Vanguard S&P 500 Growth ETF 0.2 10 4 3.9 -1.8
SPYG SPDR Portfolio S&P 500 Growth ETF 0.2 4 10 3.9 -1.8
IVW iShares S&P 500 Growth ETF 0.2 18 -4 3.8 -1.9
IEMG iShares Core MSCI Emerging Markets ETF 0.2 11 3 6.7 +1.1
EWN iShares MSCI Netherlands ETF 0.2 51 -37 4.0 -1.7
OEF iShares S&P 100 ETF 0.2 20 -6 4.4 -1.3
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.2 25 -11 6.4 +0.7
DFE WisdomTree Europe SmallCap Dividend Fund 0.2 58 -44 7.5 +1.9
IWY iShares Russell Top 200 Growth ETF 0.2 20 -6 3.8 -1.8
HIPR Direxion High Growth ETF 0.2 40 -26 4.0 -1.7
FOVL iShares Focused Value Factor ETF 0.2 25 -11 8.3 +2.6
IQDE FlexShares International Quality Dividend Defensive Index ET 0.2 47 -33 7.7 +2.0
PBEE Invesco PureBeta FTSE Emerging Markets ETF 0.1 16 -2 7.1 +1.4
ESGE iShares ESG Aware MSCI EM ETF 0.1 25 -11 6.8 +1.1
EIRL iShares MSCI Ireland Capped ETF 0.1 51 -37 4.5 -1.2
JPEM J.P. Morgan Diversified Return Emerging Markets Equity ETF 0.1 44 -30 10.4 +4.7
EDIV SPDR S&P Emerging Markets Dividend ETF 0.1 49 -35 28.9 +23.2
SCHE Schwab Emerging Markets Equity ETF 0.1 11 3 7.1 +1.4
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.1 39 -25 6.0 +0.3
EMXC iShares MSCI Emerging Markets ex China ETF 0.1 25 -11 6.2 +0.5
DEM WisdomTree Emerging Markets High Dividend Fund 0.1 63 -49 12.0 +6.3
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.1 63 -49 10.3 +4.7
IETC iShares Evolved U.S. Technology ETF 0.1 18 -4 3.6 -2.1
EMXF iShares ESG Advanced MSCI EM ETF 0.1 16 -2 6.8 +1.1
LDEM iShares ESG MSCI EM Leaders ETF 0.1 16 -2 6.5 +0.8
SPEM SPDR Portfolio Emerging Markets ETF 0.1 11 3 6.8 +1.1
FPX First Trust US IPO Index Fund 0.1 58 -44 1.2 -4.4
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.1 66 -52 6.1 +0.4
EEM iShares MSCI Emerging Markets ETF 0.1 70 -56 6.1 +0.4
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 0.1 20 -6 5.9 +0.2
IWC iShares Micro-Cap ETF 0.1 60 -46 -2.5 -8.1
DGRW WisdomTree U.S. Quality Dividend Growth Fund 0.1 28 -14 5.8 +0.1
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.1 70 -56 2.3 -3.4
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 -22 6.7 +1.0
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.1 30 -16 6.5 +0.8
STLG iShares Factors US Growth Style ETF 0.0 25 -11 4.7 -1.0
ECNS iShares MSCI China Small-Cap ETF 0.0 59 -45 12.4 +6.7
KGRN KraneShares MSCI China Environment Index ETF 0.0 80 -66 8.2 +2.5
SCHG Schwab U.S. Large-Cap Growth ETF 0.0 4 10 3.3 -2.4
JHEM John Hancock Multifactor Emerging Markets ETF 0.0 49 -35 6.9 +1.3
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 0.0 70 -56 6.2 +0.5
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.0 30 -16 8.1 +2.4
KSA iShares MSCI Saudi Arabia Capped ETF 0.0 74 -60 4.4 -1.3
TUR iShares MSCI Turkey ETF 0.0 59 -45 16.7 +11.0
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.0 49 -35 7.1 +1.4
NUEM Nuveen ESG Emerging Markets Equity ETF 0.0 45 -31 5.8 +0.1

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

  2016 2017 2018 2019 2020 2021E 2022E
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
  2020 2021E 2022E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

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

OVERWEIGHT

Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 8.7 %
Divided by: Fwd. P/BV 1.5 x
Less: Expense ratio 14 bp
Equals: ALTAR Score 5.7 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.59 CATEGORY
AVERAGE
1.47
 
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.