SPDR Dow Jones REIT ETF
ALTAR
Score™		 7.5% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 13.6x P/Sales
ratio		 6.7x
P/BV
ratio		 1.9x Div.
yield		 4.1%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
DJ Wilshire REIT ETF is an exchange-traded fund incorporated in the USA. The Fund's objective seeks to replicate as closely as possible, before expenses, the performance of the Wilshire REIT Index.

FUND BASICS
Category US Equities
Fund Sponsor SSGA Funds Management Inc
Website www.spdrs.com
Inception date Apr 23, 2001
Assets (mns) $1,932
Currency USD
Expense ratio 25 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust
Weighting Market Cap
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 99
Wgt avg mkt cap (mns) $38,359
Large cap (>$10bn) 76.2%
Mid cap ($2-10bn) 20.3%
Small cap (<$2bn) 3.5%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
PROLOGIS INC 9.3 %
WELLTOWER, INC. 9.0 %
DIGITAL REALTY TRUST INC 5.1 %
EQUINIX INC 4.7 %
REALTY INCOME CORP 4.6 %
PUBLIC STORAGE 4.5 %
SIMON PROPERTY GROUP INC 4.4 %
EXTRA SPACE STORAGE INC 3.3 %
AVALONBAY COMMUNITIES INC 3.0 %
VENTAS INC 3.0 %
Total 50.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 96.9 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-0.5% 11.0% 8.7% 4.7% 8.2%

Market Correlations
versus... Beta R-squared
S&P500 1.05 74%
MSCI EAFE 0.98 68%
MSCI Emg. Mkts. 0.78 43%

Technical Indicators
Recent close $97.78
30d moving avg. $96.29
Annualized volatility 20.5%
Short interest (ETF) 1.3%
Short interest (Underlying) 3.1%
Relative strength (RSI) 52

Liquidity measures
Avg. volume (thou.) 225
Turnover 1.1%
Bid/Ask (% of price) 0.04%
ADV underlying (mns) $4,552

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 540 potential alternatives to the SPDR Dow Jones REIT ETF ETF based on the alternatives' overlap in portfolio holdings with RWR. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: RWR Expense: 25 bp ALTAR Score™: 7.5%


ALTERNATIVE ETFs BASED ON OVERLAP WITH RWR
Ticker Fund
Name		 Overlap1
vs RWR
(%)		 Expense
ratio
(bp)		 Savings
vs RWR
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs RWR
(%)
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 86.8 11 14 7.8 +0.4
USRT iShares Core U.S. REIT ETF 86.1 8 17 7.7 +0.2
FRI First Trust S&P REIT Index Fund 85.5 50 -25 7.3 -0.1
DFAR Dimensional US Real Estate ETF 75.6 19 6 7.9 +0.4
SCHH Schwab U.S. REIT ETF 75.1 7 18 8.0 +0.5
FREL Fidelity MSCI Real Estate Index ETF 69.6 8 17 7.6 +0.1
VNQ Vanguard Real Estate ETF 68.9 12 13 7.5 -0.0
RWO SPDR Dow Jones Global Real Estate ETF 67.9 50 -25 7.0 -0.5
ICF iShares Cohen & Steers REIT ETF 67.1 33 -8 7.7 +0.2
IYR iShares U.S. Real Estate ETF 67.1 40 -15 7.4 -0.1
XLRE Real Estate Select Sector SPDR Fund 66.2 8 17 7.4 -0.0
REET iShares Global REIT ETF 63.6 14 11 7.5 0.0
PPTY US Diversified Real Estate ETF 59.2 53 -28 7.8 +0.3
AVRE Avantis Real Estate ETF 57.1 17 8 7.1 -0.4
ERET iShares Environmentally Aware Real Estate ETF 57.0 30 -5 7.4 -0.1
DFGR Dimensional Global Real Estate ETF 56.9 22 3 7.4 -0.1
VGSR Vert Global Sustainable Real Estate ETF 56.5 47 -22 7.2 -0.3
PSR Invesco Active U.S. Real Estate Fund 52.8 35 -10 7.3 -0.2
FPRO Fidelity Real Estate Investment ETF 51.9 59 -34 6.4 -1.1
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 51.2 40 -15 7.6 +0.2
RITA ETFB Green SRI REITs ETF 48.8 50 -25 6.2 -1.3
JPRE JPMorgan Realty Income ETF 46.7 50 -25 7.5 +0.0
REZ iShares Residential and Multisector Real Estate ETF 45.1 48 -23 6.2 -1.3
GQRE FlexShares Global Quality Real Estate Index Fund 43.8 45 -20 7.8 +0.3
JRE Janus Henderson U.S. Real Estate ETF 43.6 65 -40 7.6 +0.1
SPRE SP Funds S&P Global REIT Sharia ETF 36.3 55 -30 6.0 -1.5
IVRA Invesco Real Assets ESG ETF 34.4 59 -34 6.0 -1.5
HAUS Residential REIT ETF 32.1 60 -35 5.3 -2.2
REAI Intelligent Real Estate ETF 31.5 59 -34 13.3 +5.8
NURE Nuveen Short-Term REIT ETF 31.2 35 -10 7.8 +0.3
IRET iREIT - MarketVector Quality REIT Index ETF 30.2 60 -35 7.7 +0.2
BYRE Principal Real Estate Active Opportunities ETF 27.5 65 -40 6.3 -1.2
IQRA IQ CBRE Real Assets ETF 26.2 65 -40 5.7 -1.8
INDS Pacer Industrial Real Estate ETF 23.8 55 -30 6.7 -0.8
HOMZ Hoya Capital Housing ETF 23.8 30 -5 9.3 +1.8
DESK VanEck Office and Commercial REIT ETF 21.7 50 -25 12.9 +5.4
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 21.1 60 -35 5.9 -1.6
SPYD SPDR Portfolio S&P 500 High Dividend ETF 19.3 7 18 10.1 +2.6
BLLD JPMorgan Sustainable Infrastructure ETF 17.9 49 -24 6.2 -1.3
BLDG Cambria Global Real Estate ETF 16.7 60 -35 12.2 +4.7
VRAI Virtus Real Asset Income ETF 15.9 55 -30 10.6 +3.1
RDOG ALPS REIT Dividend Dogs ETF 14.8 35 -10 9.2 +1.7
BIBL Inspire 100 ETF 13.7 35 -10 5.5 -2.0
RIET Hoya Capital High Dividend Yield ETF 13.2 50 -25 46.5 +39.0
XMLV Invesco S&P MidCap Low Volatility ETF 12.5 25 0 7.9 +0.4
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 11.6 27 -2 7.1 -0.4
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 11.4 30 -5 9.1 +1.6
CZA Invesco Zacks Mid-Cap ETF 11.0 72 -47 6.6 -0.9
NETL NETLease Corporate Real Estate ETF 10.9 60 -35 8.3 +0.8
ABLD Abacus FCF Real Assets Leaders ETF 10.7 69 -44 6.9 -0.6
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 10.3 80 -55 8.2 +0.7
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 10.1 25 0 5.2 -2.2
SPLV Invesco S&P 500 Low Volatility ETF 10.0 25 0 5.3 -2.2
ALTL Pacer Lunt Large Cap Alternator ETF 10.0 60 -35 5.0 -2.5
DTCR Global X Data Center & Digital Infrastructure ETF 9.8 50 -25 4.7 -2.8
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 9.8 41 -16 5.4 -2.1
SRVR Pacer Data & Infrastructure Real Estate ETF 9.8 55 -30 3.8 -3.7
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 9.6 60 -35 10.2 +2.8
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 9.4 12 13 5.7 -1.8
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 8.8 60 -35 9.7 +2.2
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 8.6 60 -35 7.0 -0.5
DEW WisdomTree Global High Dividend Fund 8.6 58 -33 8.8 +1.3
ICAP InfraCap Equity Income Fund ETF 8.5 171 -146 7.2 -0.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 8.1 24 1 8.4 +1.0
DON WisdomTree U.S. MidCap Dividend Fund 8.0 38 -13 9.2 +1.8
PSCF Invesco S&P SmallCap Financials ETF 7.9 29 -4 10.0 +2.6
SRET Global X SuperDividend REIT ETF 7.6 59 -34 12.5 +5.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 7.6 15 10 6.3 -1.2
ONEY SPDR Russell 1000 Yield Focus ETF 7.5 20 5 10.0 +2.5
VTWV Vanguard Russell 2000 Value ETF 7.5 15 10 8.4 +0.9
IWN iShares Russell 2000 Value ETF 7.5 24 1 8.4 +0.9
ULVM VictoryShares US Value Momentum ETF 7.4 20 5 7.6 +0.1
IJJ iShares S&P Mid-Cap 400 Value ETF 7.2 18 7 9.5 +2.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 7.1 10 15 4.6 -2.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 7.1 15 10 8.4 +0.9
MDYV SPDR S&P 400 Mid Cap Value ETF 7.1 15 10 9.5 +2.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 7.0 15 10 9.5 +2.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 7.0 18 7 7.9 +0.4
FCLD Fidelity Cloud Computing ETF 6.9 39 -14 3.2 -4.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 6.9 29 -4 9.2 +1.7
NZUS SPDR MSCI USA Climate Paris Aligned ETF 6.7 10 15 4.5 -3.0
IWS iShares Russell Mid-Cap Value ETF 6.7 23 2 7.1 -0.4
ERTH Invesco MSCI Sustainable Future ETF 6.7 62 -37 3.6 -3.8
MILN Global X Millennial Consumer ETF 6.6 50 -25 3.8 -3.7
CVY Invesco Zacks Multi-Asset Income ETF 6.6 106 -81 12.6 +5.1
NUMV Nuveen ESG Mid-Cap Value ETF 6.6 31 -6 7.2 -0.3
ESIX SPDR S&P SmallCap 600 ESG ETF 6.6 12 13 8.9 +1.4
TXS Texas Capital Texas Equity Index ETF 6.6 49 -24 5.9 -1.6
FLDZ RiverNorth Patriot ETF 6.5 75 -50 6.0 -1.5
AGNG Global X Aging Population ETF 6.4 50 -25 4.9 -2.5
XSLV Invesco S&P SmallCap Low Volatility ETF 6.4 25 0 8.0 +0.5
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 6.4 60 -35 4.6 -2.9
XJR iShares ESG Screened S&P Small-Cap ETF 6.4 12 13 7.9 +0.4
DIVG Invesco S&P 500 High Dividend Growers ETF 6.4 39 -14 8.8 +1.3
NIXT Research Affiliates Deletions ETF 6.3 9 16 6.0 -1.5
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 6.3 15 10 7.7 +0.2
SPDV AAM S&P 500 High Dividend Value ETF 6.3 29 -4 11.2 +3.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 6.3 4 21 6.5 -1.0
IMCV iShares Morningstar Mid-Cap Value ETF 6.2 6 19 8.6 +1.1
IJR iShares Core S&P Small Cap ETF 6.2 6 19 8.3 +0.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 6.2 39 -14 6.2 -1.3
PY Principal Value ETF 6.2 15 10 7.6 +0.1
EQAL Invesco Russell 1000 Equal Weight ETF 6.1 20 5 7.3 -0.2
VBR Vanguard Small Cap Value ETF 6.0 7 18 9.7 +2.2
PTL Inspire 500 ETF 6.0 9 16 5.6 -1.9
VIOO Vanguard S&P Small-Cap 600 ETF 5.9 10 15 8.3 +0.8
IJT iShares S&P Small-Cap 600 Growth ETF 5.9 18 7 5.9 -1.6
FNDA Schwab Fundamental US Small Co. Index ETF 5.9 25 0 8.5 +1.0
SPSM SPDR Portfolio S&P 600 Small Cap ETF 5.9 3 22 8.3 +0.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 5.8 24 1 8.3 +0.8
XJH iShares ESG Screened S&P Mid-Cap ETF 5.8 12 13 7.5 +0.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 5.8 15 10 8.4 +0.9
FSMD Fidelity Small-Mid Multifactor ETF 5.8 15 10 7.5 -0.0
FDVV Fidelity High Dividend ETF 5.8 15 10 8.2 +0.7
VIOG Vanguard S&P Small-Cap 600 Growth ETF 5.8 15 10 5.9 -1.5
SLYG SPDR S&P 600 Small Cap Growth ETF 5.7 15 10 5.9 -1.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 5.6 60 -35 7.4 -0.1
STXM Strive Mid-Cap ETF 5.5 18 7 6.6 -0.8
FMET Fidelity Metaverse ETF 5.5 39 -14 5.2 -2.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.5 20 5 6.8 -0.7
STXK Strive Small-Cap ETF 5.3 18 7 6.6 -0.9
MDY SPDR S&P Midcap 400 ETF Trust 5.3 24 1 7.7 +0.2
IJH iShares Core S&P Mid-Cap ETF 5.3 5 20 7.9 +0.4
BLES Inspire Global Hope ETF 5.3 61 -36 7.0 -0.5
VB Vanguard Small-Cap ETF 5.2 5 20 6.5 -1.0
SCHM Schwab U.S. Mid-Cap ETF 5.2 4 21 7.1 -0.4
SDG iShares MSCI Global Sustainable Development Goals ETF 5.2 49 -24 6.4 -1.1
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 5.1 3 22 7.9 +0.4
IVOO Vanguard S&P Mid-Cap 400 ETF 5.1 10 15 7.8 +0.3
ISCV iShares Morningstar Small Cap Value ETF 5.0 6 19 10.0 +2.5
IWR iShares Russell Midcap ETF 5.0 19 6 6.1 -1.4
ISMD Inspire Small/Mid Cap ETF 5.0 54 -29 6.4 -1.1
PFI Invesco Dorsey Wright Financial Momentum ETF 5.0 60 -35 6.6 -0.9
NUDV Nuveen ESG Dividend ETF 5.0 26 -1 7.6 +0.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 5.0 25 0 8.4 +0.9
QDF FlexShares Quality Dividend Index Fund 4.9 37 -12 6.6 -0.9
NUSC Nuveen ESG Small-Cap ETF 4.9 31 -6 5.8 -1.7
SFYX SoFi Next 500 ETF 4.9 0 25 6.0 -1.5
VOT Vanguard Mid-Cap Growth ETF 4.9 7 18 3.7 -3.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 4.9 15 10 7.8 +0.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 4.9 9 16 4.8 -2.7
DES WisdomTree U.S. SmallCap Dividend Fund 4.9 38 -13 9.9 +2.4
AFMC First Trust Active Factor Mid Cap ETF 4.9 65 -40 9.0 +1.5
SDY SPDR S&P Dividend ETF 4.8 35 -10 6.7 -0.8
PSC Principal U.S. Small-Cap ETF 4.8 38 -13 7.2 -0.3
BKSE BNY Mellon US Small Cap Core Equity ETF 4.8 4 21 6.5 -1.0
IJS iShares S&P Small-Cap 600 Value ETF 4.8 18 7 10.9 +3.4
IGPT Invesco AI and Next Gen Software ETF 4.8 60 -35 5.0 -2.5
KBWY Invesco KBW Premium Yield Equity REIT ETF 4.7 35 -10 9.8 +2.3
VO Vanguard Mid-Cap ETF 4.7 4 21 6.0 -1.5
BWEB Bitwise Web3 ETF 4.7 85 -60 0.2 -7.3
VIOV Vanguard S&P Small-Cap 600 Value ETF 4.6 15 10 10.9 +3.4
IMCB iShares Morningstar Mid-Cap ETF 4.6 4 21 6.3 -1.2
SLYV SPDR S&P 600 Small Cap Value ETF 4.6 15 10 10.9 +3.4
OSCV Opus Small Cap Value ETF 4.5 79 -54 7.1 -0.4
ISCB iShares Morningstar Small-Cap ETF 4.5 4 21 6.5 -1.0
VOE Vanguard Mid-Cap Value ETF 4.5 7 18 7.9 +0.5
EUSA iShares MSCI USA Equal Weighted ETF 4.5 9 16 6.3 -1.2
SIZE iShares MSCI USA Size Factor ETF 4.4 15 10 6.1 -1.4
SCHA Schwab U.S. Small-Cap ETF 4.4 4 21 6.7 -0.8
TBG TBG Dividend Focus ETF 4.4 59 -34 8.1 +0.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 4.4 70 -45 3.0 -4.5
QDEF FlexShares Quality Dividend Defensive Index Fund 4.3 37 -12 6.3 -1.2
RSP Invesco S&P 500 Equal Weight ETF 4.3 20 5 6.7 -0.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4.2 7 18 6.5 -1.0
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.2 39 -14 11.1 +3.6
SMLF iShares U.S. SmallCap Equity Factor ETF 4.2 15 10 6.7 -0.8
VBK Vanguard Small-Cap Growth ETF 4.2 7 18 2.0 -5.5
HAPY Harbor Human Capital Factor Unconstrained ETF 4.1 50 -25 5.8 -1.6
JHSC John Hancock Multifactor Small Cap ETF 4.1 42 -17 7.2 -0.3
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 4.1 20 5 5.8 -1.7
FMDE Fidelity Enhanced Mid Cap ETF 4.1 23 2 6.1 -1.4
ISCG iShares Morningstar Small-Cap Growth ETF 4.1 6 19 3.0 -4.5
SWP SWP Growth & Income ETF 4.0 99 -74 4.5 -3.0
CLOU Global X Cloud Computing ETF 4.0 68 -43 2.0 -5.5
DLN WisdomTree U.S. LargeCap Dividend Fund 4.0 28 -3 6.2 -1.3
WCEO Hypatia Women CEO ETF 4.0 85 -60 5.0 -2.5
DTD WisdomTree U.S. Total Dividend Fund 4.0 28 -3 6.6 -0.9
VTWO Vanguard Russell 2000 ETF 4.0 10 15 4.9 -2.6
IWM iShares Russell 2000 ETF 4.0 19 6 4.9 -2.6
ESML iShares ESG Aware MSCI USA Small-Cap ETF 4.0 17 8 6.3 -1.2
RSSL Global X Russell 2000 ETF 4.0 8 17 4.8 -2.6
MBCC Monarch Blue Chips Core ETF 3.9 125 -100 4.2 -3.3
DHS WisdomTree U.S. High Dividend Fund 3.9 38 -13 8.4 +0.9
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 3.8 65 -40 -1.5 -9.0
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.8 9 16 6.3 -1.2
BEEZ Honeytree U.S. Equity ETF 3.8 64 -39 3.6 -3.9
NOBL ProShares S&P 500 Dividend Aristocrats ETF 3.8 35 -10 6.2 -1.3
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.8 30 -5 8.5 +1.0
JHMM John Hancock Multifactor Mid Cap ETF 3.8 42 -17 6.7 -0.8
VXF Vanguard Extended Market ETF 3.7 6 19 5.1 -2.4
GVUS Marketbeta Russell 1000 Value Equity ETF 3.7 12 13 6.8 -0.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 3.7 39 -14 6.9 -0.6
JAVA JPMorgan Active Value ETF 3.7 44 -19 6.7 -0.8
ETHO Etho Climate Leadership U.S. ETF 3.7 47 -22 5.8 -1.7
FYX First Trust Small Cap Core AlphaDEX Fund 3.6 61 -36 6.8 -0.7
SIXL ETC 6 Meridian Low Beta Equity ETF 3.6 80 -55 6.2 -1.3
ONEV SPDR Russell 1000 Low Volatility Focus ETF 3.6 20 5 7.8 +0.3
IWD iShares Russell 1000 Value ETF 3.6 19 6 6.7 -0.8
VONV Vanguard Russell 1000 Value ETF 3.6 8 17 6.8 -0.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 3.5 10 15 5.5 -2.0
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 3.5 12 13 7.7 +0.2
IJK iShares S&P Mid-Cap 400 Growth ETF 3.5 17 8 6.2 -1.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.5 65 -40 3.5 -4.0
JPEF JPMorgan Equity Focus ETF 3.5 50 -25 4.5 -2.9
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.4 29 -4 6.1 -1.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.4 64 -39 2.4 -5.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.4 15 10 6.2 -1.3
MDYG SPDR S&P 400 Mid Cap Growth ETF 3.3 15 10 6.2 -1.3
FUNL CornerCap Fundametrics Large-Cap ETF 3.3 50 -25 7.6 +0.1
SMMD iShares Russell 2500 ETF 3.3 15 10 6.8 -0.7
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.3 55 -30 4.3 -3.2
IMCG iShares Morningstar Mid-Cap Growth ETF 3.2 6 19 4.2 -3.3
SCHV Schwab U.S. Large-Cap Value ETF 3.2 4 21 7.0 -0.5
BDIV AAM Brentview Dividend Growth ETF 3.1 49 -24 4.7 -2.7
SNPV Xtrackers S&P 500 Value ESG ETF 3.1 15 10 7.1 -0.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.1 20 5 6.2 -1.3
USXF iShares ESG Advanced MSCI USA ETF 3.1 10 15 4.9 -2.6
VFMV Vanguard U.S. Minimum Volatility ETF 3.1 13 12 5.7 -1.8
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.1 35 -10 7.3 -0.2
STXV Strive 1000 Value ETF 3.0 18 7 8.4 +0.9
EES WisdomTree U.S. SmallCap Fund 3.0 38 -13 9.6 +2.2
KONG Formidable Fortress ETF 2.9 89 -64 6.0 -1.5
EZM WisdomTree U.S. MidCap Fund 2.9 38 -13 9.7 +2.2
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.9 35 -10 10.0 +2.5
YLDE ClearBridge Dividend Strategy ESG ETF 2.9 60 -35 5.9 -1.6
FYC First Trust Small Cap Growth AlphaDEX Fund 2.9 71 -46 0.5 -6.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.9 70 -45 4.7 -2.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.8 12 13 5.3 -2.1
INRO iShares U.S. Industry Rotation Active ETF 2.8 42 -17 5.0 -2.5
AFLG First Trust Active Factor Large Cap ETF 2.8 55 -30 6.3 -1.2
TMFG Motley Fool Global Opportunities ETF 2.8 85 -60 3.8 -3.7
REVS Columbia Research Enhanced Value ETF 2.8 19 6 8.1 +0.6
KNCT Invesco Next Gen Connectivity ETF 2.8 40 -15 5.2 -2.2
QUVU Hartford Quality Value ETF 2.8 46 -21 7.4 -0.1
ROSC Hartford Multifactor Small Cap ETF 2.8 34 -9 10.3 +2.8
VEGN US Vegan Climate ETF 2.7 60 -35 4.7 -2.8
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.7 60 -35 6.1 -1.4
MAGA Point Bridge America First ETF 2.7 72 -47 6.2 -1.3
SSPY Syntax Stratified LargeCap ETF 2.7 30 -5 6.9 -0.6
SHUS Syntax Stratified U.S. Total Market Hedged ETF 2.7 65 -40 6.6 -0.9
FNX First Trust Mid Cap Core AlphaDEX Fund 2.7 60 -35 8.1 +0.6
JHDV John Hancock U.S. High Dividend ETF 2.6 34 -9 7.0 -0.5
BEEX BeeHive ETF 2.6 84 -59 4.7 -2.8
FELV Fidelity Enhanced Large Cap Value ETF 2.6 18 7 7.0 -0.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.6 9 16 5.0 -2.5
RJMG FT Raymond James Multicap Growth Equity ETF 2.5 85 -60 2.3 -5.2
FTC First Trust Large Cap Growth AlphaDEX Fund 2.5 59 -34 2.9 -4.6
XSMO Invesco S&P SmallCap Momentum ETF 2.5 39 -14 5.9 -1.6
GLBL Pacer MSCI World Industry Advantage ETF 2.5 65 -40 4.5 -3.0
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 2.5 5 20 8.3 +0.8
INCE Franklin Income Equity Focus ETF 2.5 29 -4 5.8 -1.7
RFFC ALPS Active Equity Opportunity ETF 2.4 48 -23 4.7 -2.8
FCPI Fidelity Stocks for Inflation ETF 2.4 15 10 7.7 +0.2
CGDG Capital Group Dividend Growers ETF 2.4 47 -22 6.3 -1.2
GURU Global X Guru Index ETF 2.4 75 -50 4.1 -3.4
IUSV iShares Core S&P US Value ETF 2.4 4 21 6.8 -0.7
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.4 15 10 5.2 -2.3
FYT First Trust Small Cap Value AlphaDEX Fund 2.3 73 -48 12.1 +4.7
FESM Fidelity Enhanced Small Cap ETF 2.3 28 -3 8.2 +0.8
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 2.3 56 -31 6.5 -1.0
SPXT ProShares S&P 500 Ex-Technology ETF 2.3 9 16 5.7 -1.8
DEUS Xtrackers Russell US Multifactor ETF 2.3 17 8 7.1 -0.3
VTV Vanguard Value ETF 2.3 4 21 7.2 -0.3
DIVB iShares Core Dividend ETF 2.2 5 20 8.0 +0.5
NULV Nuveen ESG Large-Cap Value ETF 2.2 26 -1 6.5 -1.0
NXTG First Trust Indxx NextG ETF 2.2 70 -45 5.6 -1.9
KLMN Invesco MSCI North America Climate ETF 2.2 9 16 5.3 -2.2
XMMO Invesco S&P MidCap Momentum ETF 2.2 34 -9 5.7 -1.8
XDAT Franklin Exponential Data ETF 2.2 50 -25 2.1 -5.4
ESGV Vanguard ESG U.S. Stock ETF 2.2 9 16 5.0 -2.5
PRF Invesco FTSE RAFI US 1000 ETF 2.2 39 -14 7.2 -0.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.1 19 6 5.4 -2.1
QLC FlexShares US Quality Large Cap Index Fund 2.1 25 0 5.8 -1.7
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.1 52 -27 7.1 -0.4
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.1 40 -15 7.4 -0.1
JVAL JPMorgan U.S. Value Factor ETF 2.1 12 13 8.8 +1.3
VOOV Vanguard S&P 500 Value ETF 2.1 10 15 6.6 -0.9
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.1 50 -25 8.5 +1.1
EVUS iShares ESG Aware MSCI USA Value ETF 2.1 18 7 7.1 -0.4
IVE iShares S&P 500 Value ETF 2.1 18 7 6.5 -1.0
SPYV SPDR Portfolio S&P 500 Value ETF 2.1 4 21 6.6 -0.8
HDUS Hartford Disciplined US Equity ETF 2.1 19 6 6.0 -1.5
XMAG Defiance Large Cap ex-Mag 7 ETF 2.1 35 -10 5.4 -2.1
RBLD First Trust Alerian US NextGen Infrastructure ETF 2.0 65 -40 5.2 -2.3
SMAP Amplify Small-Mid Cap Equity ETF 2.0 60 -35 5.8 -1.7
ILCV iShares Morningstar Value ETF 2.0 4 21 6.9 -0.6
VLU SPDR S&P 1500 Value Tilt ETF 2.0 12 13 7.9 +0.4
FLQL Franklin LibertyQ U.S. Equity ETF 2.0 15 10 5.7 -1.8
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.0 15 10 4.9 -2.6
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.9 55 -30 11.0 +3.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.9 18 7 5.7 -1.8
DSI iShares MSCI KLD 400 Social ETF 1.9 25 0 5.1 -2.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.9 14 11 5.2 -2.3
CVAR Cultivar ETF 1.9 87 -62 7.3 -0.2
MBOX Freedom Day Dividend ETF 1.9 39 -14 7.8 +0.3
IWX iShares Russell Top 200 Value ETF 1.9 20 5 6.5 -1.0
NULC Nuveen ESG Large-Cap ETF 1.9 21 4 5.0 -2.5
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.9 43 -18 6.5 -1.0
HAPI Harbor Human Capital Factor US Large Cap ETF 1.9 36 -11 5.1 -2.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.9 12 13 4.8 -2.7
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.9 47 -22 5.7 -1.8
POWA Invesco Bloomberg Pricing Power ETF 1.9 40 -15 5.8 -1.7
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.9 60 -35 10.5 +3.0
LRGC AB US Large Cap Strategic Equities ETF 1.8 48 -23 4.8 -2.7
ONEO SPDR Russell 1000 Momentum Focus ETF 1.8 20 5 7.2 -0.3
FDWM Fidelity Women's Leadership ETF 1.8 59 -34 5.3 -2.2
JHML John Hancock Multifactor Large Cap ETF 1.8 29 -4 5.6 -1.8
CHGX AXS Change Finance ESG ETF 1.8 49 -24 5.1 -2.4
FAB First Trust Multi Cap Value AlphaDEX Fund 1.8 67 -42 10.9 +3.4
DSPY Tema S&P 500 Historical Weight ETF 1.8 18 7 5.4 -2.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.8 25 0 6.1 -1.4
VTI Vanguard Total Stock Market ETF 1.8 3 22 5.2 -2.3
IWV iShares Russell 3000 ETF 1.8 20 5 5.1 -2.4
VTHR Vanguard Russell 3000 ETF 1.8 10 15 5.2 -2.3
UDI USCF Dividend Income Fund 1.8 65 -40 8.5 +1.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.8 11 14 5.2 -2.3
YALL God Bless America ETF 1.8 65 -40 3.9 -3.6
VLUE iShares MSCI USA Value Factor ETF 1.8 15 10 10.5 +3.0
SPXV ProShares S&P 500 Ex-Health Care ETF 1.8 9 16 4.9 -2.6
LRGE ClearBridge Large Cap Growth ESG ETF 1.8 59 -34 4.0 -3.5
QDIV Global X S&P 500 Quality Dividend ETF 1.8 20 5 8.7 +1.2
SCHB Schwab U.S. Broad Market ETF 1.8 3 22 5.3 -2.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.8 3 22 5.2 -2.3
APUE ActivePassive U.S. Equity ETF 1.8 45 -20 5.0 -2.5
FDMO Fidelity Momentum Factor ETF 1.8 15 10 3.9 -3.6
FDLO Fidelity Low Volatility Factor ETF 1.7 15 10 5.5 -2.0
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.7 3 22 5.5 -2.0
AFSM First Trust Active Factor Small Cap ETF 1.7 75 -50 7.8 +0.4
FVAL Fidelity Value Factor ETF 1.7 15 10 7.3 -0.2
SNPE Xtrackers S&P 500 ESG ETF 1.7 10 15 5.4 -2.1
JMOM JPMorgan U.S. Momentum Factor ETF 1.7 12 13 4.7 -2.8
ZECP Zacks Earnings Consistent Portfolio ETF 1.7 55 -30 5.0 -2.5
YOKE Yoke Core ETF 1.7 42 -17 4.5 -3.0
VONE Vanguard Russell 1000 ETF 1.7 8 17 5.2 -2.3
IWB iShares Russell 1000 ETF 1.7 15 10 5.2 -2.3
FEX First Trust Large Cap Core AlphaDEX Fund 1.7 59 -34 6.3 -1.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.7 7 18 5.3 -2.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.7 29 -4 6.7 -0.8
FQAL Fidelity Quality Factor ETF 1.7 15 10 5.8 -1.7
SCHK Schwab 1000 Index ETF 1.6 5 20 5.3 -2.2
FLRG Fidelity U.S. Multifactor ETF 1.6 15 10 7.1 -0.4
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.6 40 -15 3.9 -3.6
XVV iShares ESG Screened S&P 500 ETF 1.6 8 17 5.1 -2.4
IYY iShares Dow Jones U.S. ETF 1.6 20 5 5.1 -2.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.6 8 17 5.3 -2.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.6 2 23 5.2 -2.3
CALF Pacer US Small Cap Cash Cows 100 ETF 1.6 59 -34 11.9 +4.4
SPXE ProShares S&P 500 Ex-Energy ETF 1.6 9 16 5.1 -2.4
JEPI JPMorgan Equity Premium Income ETF 1.6 35 -10 5.7 -1.8
IETC iShares U.S. Tech Independence Focused ETF 1.6 18 7 4.0 -3.5
JQUA JPMorgan U.S. Quality Factor ETF 1.6 12 13 6.0 -1.5
SCHX Schwab U.S. Large-Cap ETF 1.6 3 22 5.3 -2.2
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.6 35 -10 4.4 -3.1
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.6 79 -54 5.2 -2.3
STXD Strive 1000 Dividend Growth ETF 1.6 35 -10 5.1 -2.4
DIV Global X SuperDividend US ETF 1.5 45 -20 12.3 +4.8
PBUS Invesco MSCI USA ETF 1.5 4 21 5.2 -2.3
QVML Invesco S&P 500 QVM Multi-factor ETF 1.5 11 14 5.3 -2.2
ILCB iShares Morningstar U.S. Equity ETF 1.5 3 22 5.2 -2.3
BGIG Bahl & Gaynor Income Growth ETF 1.5 45 -20 5.6 -1.9
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.5 20 5 5.0 -2.5
CATH Global X S&P 500 Catholic Values Custom ETF 1.5 29 -4 5.0 -2.5
DEMZ Democratic Large Cap Core ETF 1.5 45 -20 4.7 -2.8
KLMT Invesco MSCI Global Climate 500 ETF 1.5 10 15 6.0 -1.4
MTUM iShares MSCI USA Momentum Factor ETF 1.5 15 10 3.6 -3.9
VOO Vanguard S&P 500 ETF 1.5 3 22 5.3 -2.2
SPVM Invesco S&P 500 Value with Momentum ETF 1.5 39 -14 8.7 +1.2
IVV iShares Core S&P 500 ETF 1.5 3 22 5.3 -2.2
SPY SPDR S&P 500 ETF Trust 1.5 9 16 5.2 -2.3
SPLG SPDR Portfolio S&P 500 ETF 1.5 2 23 5.3 -2.2
FNDB Schwab Fundamental US Broad Market Index ETF 1.5 25 0 7.6 +0.1
QUAL iShares MSCI USA Quality Factor ETF 1.5 15 10 5.4 -2.1
SIXG Defiance Connective Technologies ETF 1.5 30 -5 4.3 -3.2
BKLC BNY Mellon US Large Cap Core Equity ETF 1.5 0 25 5.2 -2.3
FDRR Fidelity Dividend ETF for Rising Rates 1.5 15 10 7.7 +0.2
SHE SPDR MSCI USA Gender Diversity ETF 1.5 20 5 5.1 -2.3
LRGF iShares U.S. Equity Factor ETF 1.5 8 17 5.8 -1.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.5 30 -5 7.0 -0.5
SMDV ProShares Russell 2000 Dividend Growers ETF 1.4 40 -15 7.7 +0.2
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.4 25 0 12.2 +4.7
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.4 7 18 5.1 -2.4
VOTE TCW Transform 500 ETF 1.4 5 20 5.2 -2.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.4 20 5 5.4 -2.1
VV Vanguard Large-Cap ETF 1.4 4 21 5.1 -2.4
ADME Aptus Drawdown Managed Equity ETF 1.4 79 -54 4.3 -3.2
FVD First Trust Value Line Dividend Index Fund 1.4 65 -40 6.3 -1.2
GOP Unusual Whales Subversive Republican Trading ETF 1.4 50 -25 6.2 -1.3
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.4 39 -14 10.3 +2.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.4 10 15 5.2 -2.3
SFY SoFi Select 500 ETF 1.4 0 25 4.7 -2.8
STRV Strive 500 ETF 1.4 5 20 5.1 -2.4
HLGE Hartford Longevity Economy ETF 1.4 44 -19 6.5 -1.0
WDIV SPDR S&P Global Dividend ETF 1.3 40 -15 9.6 +2.1
FPX First Trust US Equity Opportunities ETF 1.3 61 -36 1.1 -6.4
AIEQ AI Powered Equity ETF 1.3 75 -50 5.4 -2.1
ACVF American Conservative Values ETF 1.3 75 -50 4.5 -3.0
USMF WisdomTree U.S. Multifactor Fund 1.3 28 -3 6.8 -0.7
SUSL iShares ESG MSCI USA Leaders ETF 1.3 10 15 5.2 -2.3
WOMN Impact Shares YWCA Women's Empowerment ETF 1.3 75 -50 5.4 -2.1
TOV JLens 500 Jewish Advocacy U.S. ETF 1.3 18 7 5.0 -2.5
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.3 75 -50 5.1 -2.4
PFM Invesco Dividend Achievers ETF 1.3 53 -28 5.5 -2.0
FSST Fidelity Sustainable U.S. Equity ETF 1.3 59 -34 4.7 -2.8
KOKU Xtrackers MSCI Kokusai Equity ETF 1.3 9 16 5.4 -2.1
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.2 80 -55 7.0 -0.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.2 9 16 5.5 -2.0
RVRB Reverb ETF 1.2 30 -5 4.9 -2.6
GSPY Gotham Enhanced 500 ETF 1.2 50 -25 5.6 -1.9
HLAL Wahed FTSE USA Shariah ETF 1.2 50 -25 5.1 -2.3
RAFE PIMCO RAFI ESG U.S. ETF 1.2 29 -4 7.6 +0.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.2 45 -20 4.8 -2.7
TOK iShares MSCI Kokusai ETF 1.2 26 -1 5.3 -2.2
FNDX Schwab Fundamental US Large Co. Index ETF 1.2 25 0 7.5 +0.1
SUSA iShares MSCI USA ESG Select ETF 1.1 25 0 5.0 -2.5
STXG Strive 1000 Growth ETF 1.1 18 7 4.1 -3.4
PDP Invesco Dorsey Wright Momentum ETF 1.1 62 -37 3.8 -3.7
TMAT Main Thematic Innovation ETF 1.1 164 -139 -1.5 -9.0
DVND Touchstone Dividend Select ETF 1.1 67 -42 6.1 -1.4
RECS Columbia Research Enhanced Core ETF 1.1 15 10 6.2 -1.3
LOWV AB US Low Volatility Equity ETF 1.1 48 -23 5.3 -2.2
SPGP Invesco S&P 500 GARP ETF 1.1 34 -9 9.8 +2.4
VT Vanguard Total World Stock ETF 1.1 7 18 6.2 -1.3
URTH iShares MSCI World ETF 1.1 24 1 5.4 -2.1
ESGU iShares ESG Aware MSCI USA ETF 1.1 15 10 5.1 -2.4
SVAL iShares US Small Cap Value Factor ETF 1.1 20 5 11.6 +4.1
GLRY Inspire Faithward Mid Cap Momentum ETF 1.1 80 -55 6.4 -1.1
ILCG iShares Morningstar Growth ETF 1.1 4 21 3.9 -3.6
SFYF SoFi Social 50 ETF 1.1 29 -4 0.2 -7.3
DGT SPDR Global Dow ETF 1.1 50 -25 7.4 -0.1
IUSG iShares Core S&P U.S. Growth ETF 1.1 4 21 4.4 -3.1
XMVM Invesco S&P MidCap Value with Momentum ETF 1.1 39 -14 10.2 +2.7
CGUS Capital Group Core Equity ETF 1.0 33 -8 4.6 -2.9
MGV Vanguard Mega Cap Value ETF 1.0 7 18 6.9 -0.6
FFND Future Fund Active ETF 1.0 100 -75 4.6 -2.9
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.0 49 -24 9.8 +2.3
ACWI iShares MSCI ACWI ETF 1.0 32 -7 5.9 -1.6
LVOL American Century Low Volatility ETF 1.0 29 -4 4.9 -2.6
WLDR Affinity World Leaders Equity ETF 1.0 67 -42 7.8 +0.3
ROUS Hartford Multifactor US Equity ETF 1.0 19 6 7.3 -0.2
NACP Impact Shares NAACP Minority Empowerment ETF 1.0 49 -24 5.1 -2.4
DTEC ALPS Disruptive Technologies ETF 1.0 50 -25 3.9 -3.6
FEGE First Eagle Global Equity ETF 0.9 79 -54 7.2 -0.3
MDLV Morgan Dempsey Large Cap Value ETF 0.9 58 -33 7.6 +0.1
SPYG SPDR Portfolio S&P 500 Growth ETF 0.9 4 21 4.3 -3.1
VOOG Vanguard S&P 500 Growth ETF 0.9 10 15 4.3 -3.2
IVW iShares S&P 500 Growth ETF 0.9 18 7 4.2 -3.3
ROE Astoria US Quality Kings ETF 0.9 49 -24 6.9 -0.6
EQWL Invesco S&P 100 Equal Weight ETF 0.9 25 0 6.2 -1.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.9 9 16 6.1 -1.4
FTA First Trust Large Cap Value AlphaDEX Fund 0.9 59 -34 9.6 +2.2
JOET Virtus Terranova US Quality Momentum ETF 0.9 29 -4 4.9 -2.6
VALQ American Century U.S. Quality Value ETF 0.9 29 -4 7.9 +0.4
FDFF Fidelity Disruptive Finance ETF 0.9 50 -25 4.1 -3.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 5 6.0 -1.5
OPTZ Optimize Strategy Index ETF 0.9 50 -25 5.3 -2.2
FNK First Trust Mid Cap Value AlphaDEX Fund 0.9 70 -45 12.2 +4.7
CGDV Capital Group Dividend Value ETF 0.9 33 -8 4.9 -2.6
RWK Invesco S&P MidCap 400 Revenue ETF 0.9 39 -14 10.1 +2.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.8 25 0 5.4 -2.1
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -50 5.1 -2.4
VUG Vanguard Growth ETF 0.8 4 21 4.2 -3.3
SPMO Invesco S&P 500 Momentum ETF 0.8 13 12 3.8 -3.6
TMDV ProShares Russell US Dividend Growers ETF 0.8 35 -10 6.5 -1.0
JGLO JPMorgan Global Select Equity ETF 0.8 33 -8 5.2 -2.3
EGUS iShares ESG Aware MSCI USA Growth ETF 0.8 18 7 4.3 -3.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.8 32 -7 5.2 -2.3
BEDZ AdvisorShares Hotel ETF 0.8 100 -75 7.4 -0.1
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.8 30 -5 12.7 +5.2
EPS WisdomTree U.S. LargeCap Fund 0.8 8 17 6.1 -1.4
DIVL Madison Dividend Value ETF 0.8 65 -40 5.9 -1.5
HKND Humankind US Stock ETF 0.8 11 14 7.5 +0.0
PRAY FIS Christian Stock Fund 0.8 69 -44 5.5 -2.0
IWL iShares Russell Top 200 ETF 0.8 15 10 4.9 -2.6
VTWG Vanguard Russell 2000 Growth ETF 0.7 15 10 1.5 -6.0
IWO iShares Russell 2000 Growth ETF 0.7 24 1 1.5 -6.0
MGC Vanguard Mega Cap ETF 0.7 7 18 4.9 -2.5
HAPS Harbor Human Capital Factor US Small Cap ETF 0.7 60 -35 4.4 -3.1
MGK Vanguard Mega Cap Growth ETF 0.7 7 18 4.3 -3.2
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.7 60 -35 2.2 -5.3
GDIV Harbor Dividend Growth Leaders ETF 0.7 50 -25 5.4 -2.1
TMFS Motley Fool Small-Cap Growth ETF 0.7 85 -60 3.6 -3.9
QUS SPDR MSCI USA StrategicFactors ETF 0.7 15 10 5.8 -1.6
CSMD Congress SMid Growth ETF 0.6 69 -44 4.1 -3.4
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.6 70 -45 4.8 -2.7
FELC Fidelity Enhanced Large Cap Core ETF 0.6 18 7 5.5 -2.0
BOUT Innovator IBD Breakout Opportunities ETF 0.6 81 -56 3.1 -4.4
HELX Franklin Genomic Advancements ETF 0.6 50 -25 -0.2 -7.7
USMV iShares MSCI USA Min Vol Factor ETF 0.5 15 10 5.6 -1.9
IWC iShares Micro-Cap ETF 0.5 60 -35 -0.7 -8.1
TMFC Motley Fool 100 Index ETF 0.5 50 -25 3.7 -3.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.5 19 6 6.6 -0.8
KRMA Global X Conscious Companies ETF 0.5 43 -18 6.0 -1.4
JSML Janus Henderson Small Cap Growth Alpha ETF 0.5 30 -5 8.3 +0.8
GINN Goldman Sachs Innovate Equity ETF 0.5 52 -27 4.2 -3.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.5 75 -50 4.3 -3.2
RCGE RockCreek Global Equality ETF 0.5 95 -70 6.4 -1.1
RWL Invesco S&P 500 Revenue ETF 0.5 39 -14 7.1 -0.4
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 -17 5.6 -1.9
RPV Invesco S&P 500 Pure Value ETF 0.5 35 -10 11.1 +3.7
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.5 36 -11 12.8 +5.3
MGMT Ballast Small/Mid Cap ETF 0.4 110 -85 9.6 +2.1
VSLU Applied Finance Valuation Large Cap ETF 0.4 49 -24 5.8 -1.7
IWP iShares Russell Mid-Cap Growth ETF 0.4 23 2 3.5 -4.0
SNPG Xtrackers S&P 500 Growth ESG ETF 0.4 15 10 4.7 -2.8
QWLD SPDR MSCI World StrategicFactors ETF 0.4 30 -5 6.2 -1.3
FBCV Fidelity Blue Chip Value ETF 0.4 59 -34 7.6 +0.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.4 35 -10 6.2 -1.3
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 4 4.1 -3.4
FBCG Fidelity Blue Chip Growth ETF 0.4 59 -34 3.2 -4.3
RFV Invesco S&P Midcap 400 Pure Value ETF 0.4 35 -10 14.3 +6.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.4 25 0 6.0 -1.5
TMFX Motley Fool Next Index ETF 0.3 50 -25 2.9 -4.6
SCHG Schwab U.S. Large-Cap Growth ETF 0.3 4 21 4.2 -3.3
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.3 35 -10 11.7 +4.2
FFLC Fidelity Fundamental Large Cap Core ETF 0.3 38 -13 4.9 -2.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.3 29 -4 4.5 -3.0
SDIV Global X Superdividend ETF 0.3 58 -33 42.4 +34.9
BUYZ Franklin Disruptive Commerce ETF 0.3 50 -25 2.3 -5.2
GQQQ Astoria US Quality Growth Kings ETF 0.3 35 -10 5.0 -2.5
IUS Invesco RAFI Strategic US ETF 0.3 19 6 7.0 -0.5
ACWV iShares MSCI Global Min Vol Factor ETF 0.2 20 5 5.8 -1.6
XSHQ Invesco S&P SmallCap Quality ETF 0.2 29 -4 8.6 +1.1
GLOF iShares Global Equity Factor ETF 0.2 20 5 6.9 -0.6
GRPM Invesco S&P MidCap 400 GARP ETF 0.2 35 -10 9.8 +2.4
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.2 38 -13 10.9 +3.4
LQPE PEO AlphaQuest Thematic PE ETF 0.2 125 -100 6.8 -0.7
IEDI iShares U.S. Consumer Focused ETF 0.2 18 7 5.3 -2.2
ANEW ProShares MSCI Transformational Changes ETF 0.2 45 -20 6.3 -1.2
AUSF Global X Adaptive U.S. Factor ETF 0.2 27 -2 9.5 +2.0
SIXS ETC 6 Meridian Small Cap Equity ETF 0.2 89 -64 10.7 +3.3
PKW Invesco Buyback Achievers ETF 0.2 62 -37 7.8 +0.3
OEF iShares S&P 100 ETF 0.1 20 5 4.9 -2.6
VUSE Vident U.S. Equity Strategy ETF 0.1 50 -25 4.6 -2.9
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.1 12 13 4.7 -2.8
QLV FlexShares US Quality Low Volatility Index Fund 0.1 22 3 5.7 -1.8
VONG Vanguard Russell 1000 Growth ETF 0.1 8 17 4.7 -2.8
IWF iShares Russell 1000 Growth ETF 0.1 19 6 4.6 -2.9
EBI Longview Advantage ETF 0.1 35 -10 7.0 -0.5
IWY iShares Russell Top 200 Growth ETF 0.1 20 5 4.7 -2.7

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:		 SPDR Dow Jones 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 14.3 %
Divided by: Fwd. P/BV 1.9 x
Less: Expense ratio 25 bp
Equals: ALTAR Score 7.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.62 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.