State Street SPDR Dow Jones REIT ETF
ALTAR
Score™		 6.7% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 14.8x P/Sales
ratio		 7.3x
P/BV
ratio		 2.1x Div.
yield		 3.8%


  • 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) $1,683
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 94
Wgt avg mkt cap (mns) $44,576
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
WELLTOWER, INC. 10.1 %
PROLOGIS INC 9.8 %
EQUINIX INC 5.4 %
REALTY INCOME CORP 4.8 %
DIGITAL REALTY TRUST INC 4.7 %
PUBLIC STORAGE 4.6 %
SIMON PROPERTY GROUP INC 4.5 %
VENTAS INC 3.9 %
EXTRA SPACE STORAGE INC 3.0 %
AVALONBAY COMMUNITIES INC 2.4 %
Total 53.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 95.8 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru January 31)
Year-to-date 1 year 5 years 10 years Since Incep.
2.7% 5.1% 7.0% 5.2% 8.3%

Market Correlations
versus... Beta R-squared
S&P500 0.58 43%
MSCI EAFE 0.71 46%
MSCI Emg. Mkts. 0.49 26%

Technical Indicators
Recent close $107.15
30d moving avg. $101.28
Annualized volatility 17.5%
Short interest (ETF) 0.5%
Short interest (Underlying) 3.1%
Relative strength (RSI) 66

Liquidity measures
Avg. volume (thou.) 418
Turnover 2.7%
Bid/Ask (% of price) 0.03%
ADV underlying (mns) $4,552

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 560 potential alternatives to the State Street 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™: 6.7%


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
(%)
USRT iShares Core U.S. REIT ETF 86.6 8 17 7.0 +0.3
FRI First Trust S&P REIT Index Fund 83.1 50 -25 6.6 -0.2
DFAR Dimensional US Real Estate ETF 79.5 19 6 7.2 +0.5
SCHH Schwab U.S. REIT ETF 78.8 7 18 7.2 +0.5
IYR iShares U.S. Real Estate ETF 72.1 40 -15 6.8 +0.1
VNQ Vanguard Real Estate ETF 72.1 13 12 6.7 -0.1
FREL Fidelity MSCI Real Estate Index ETF 69.3 8 17 6.9 +0.2
XLRE Real Estate Select Sector SPDR Fund 69.1 8 17 7.0 +0.3
RWO SPDR Dow Jones Global Real Estate ETF 68.3 50 -25 6.2 -0.6
ICF iShares Cohen & Steers REIT ETF 67.6 33 -8 7.2 +0.4
REET iShares Global REIT ETF 62.4 14 11 6.9 +0.1
DFGR Dimensional Global Real Estate ETF 59.0 22 3 6.9 +0.2
PPTY US Diversified Real Estate ETF 56.5 53 -28 7.6 +0.9
VGSR Vert Global Sustainable Real Estate ETF 56.1 47 -22 6.9 +0.1
JPRE JPMorgan Realty Income ETF 55.5 50 -25 6.9 +0.1
ERET iShares Environmentally Aware Real Estate ETF 54.8 30 -5 6.6 -0.2
AVRE Avantis Real Estate ETF 54.3 17 8 6.7 -0.1
FPRO Fidelity Real Estate Investment ETF 52.2 59 -34 6.0 -0.7
RITA ETFB Green SRI REITs ETF 50.6 50 -25 5.4 -1.3
PSR Invesco Active U.S. Real Estate Fund 50.1 35 -10 7.1 +0.3
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 48.3 40 -15 7.5 +0.8
JRE Janus Henderson U.S. Real Estate ETF 46.8 65 -40 5.9 -0.8
REZ iShares Residential and Multisector Real Estate ETF 43.7 48 -23 6.0 -0.7
GQRE FlexShares Global Quality Real Estate Index Fund 41.9 45 -20 7.1 +0.4
IVRA Invesco Real Assets ESG ETF 37.1 59 -34 5.4 -1.4
BYRE Principal Real Estate Active Opportunities ETF 36.5 65 -40 7.0 +0.3
IRET iREIT - MarketVector Quality REIT Index ETF 36.3 60 -35 6.0 -0.7
SPRE SP Funds S&P Global REIT Sharia ETF 34.7 55 -30 5.2 -1.5
HAUS Residential REIT ETF 32.3 60 -35 3.8 -2.9
NURE Nuveen Short-Term REIT ETF 27.9 35 -10 7.2 +0.5
IQRA IQ CBRE Real Assets ETF 24.8 65 -40 5.5 -1.2
REAI Intelligent Real Estate ETF 24.2 59 -34 5.6 -1.2
INDS Pacer Industrial Real Estate ETF 24.0 55 -30 5.9 -0.9
DESK VanEck Office and Commercial REIT ETF 22.3 50 -25 14.7 +7.9
BLDG Cambria Global Real Estate ETF 21.8 60 -35 10.9 +4.2
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 21.4 60 -35 5.4 -1.3
HOMZ Hoya Capital Housing ETF 20.4 30 -5 9.2 +2.4
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 19.0 7 18 9.8 +3.1
VRAI Virtus Real Asset Income ETF 15.4 55 -30 8.6 +1.9
LVDS JPMorgan Fundamental Data Science Large Value ETF 15.0 49 -24 5.0 -1.7
BIBL Inspire 100 ETF 14.6 35 -10 4.3 -2.4
RDOG ALPS REIT Dividend Dogs ETF 13.2 35 -10 12.2 +5.5
XMLV Invesco S&P MidCap Low Volatility ETF 13.1 25 0 6.6 -0.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 11.9 10 15 3.8 -2.9
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 11.4 27 -2 6.2 -0.5
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 11.1 30 -5 8.3 +1.6
NETL NETLease Corporate Real Estate ETF 11.1 60 -35 7.4 +0.7
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 10.9 10 15 3.9 -2.9
ALTL Pacer Lunt Large Cap Alternator ETF 10.8 60 -35 4.7 -2.1
RIET Hoya Capital High Dividend Yield ETF 10.3 50 -25 13.5 +6.8
DTCR Global X Data Center & Digital Infrastructure ETF 10.0 50 -25 3.9 -2.9
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 10.0 41 -16 5.1 -1.6
SRVR Pacer Data & Infrastructure Real Estate ETF 10.0 55 -30 3.7 -3.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 9.1 80 -55 6.5 -0.2
CZA Invesco Zacks Mid-Cap ETF 9.0 72 -47 5.8 -1.0
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 8.8 12 13 5.2 -1.5
SPLV Invesco S&P 500 Low Volatility ETF 8.6 25 0 4.8 -2.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 8.6 25 0 4.8 -1.9
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 8.6 60 -35 8.0 +1.2
DEW WisdomTree Global High Dividend Fund 8.5 58 -33 7.1 +0.4
DON WisdomTree U.S. MidCap Dividend Fund 8.4 38 -13 7.8 +1.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 8.3 24 1 7.1 +0.4
PSCF Invesco S&P SmallCap Financials ETF 7.6 29 -4 8.5 +1.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 7.2 18 7 6.7 0.0
AGNG Global X Aging Population ETF 7.2 50 -25 3.8 -2.9
ONEY State Street SPDR Russell 1000 Yield Focus ETF 7.0 20 5 8.5 +1.8
FCLD Fidelity Cloud Computing ETF 6.9 39 -14 3.9 -2.8
IQSM IQ Candriam U.S. Mid Cap Equity ETF 6.8 15 10 5.1 -1.6
ISCV iShares Morningstar Small Cap Value ETF 6.7 6 19 7.7 +1.0
FLDZ RiverNorth Patriot ETF 6.6 75 -50 5.5 -1.3
MILN Global X Millennial Consumer ETF 6.6 50 -25 3.9 -2.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 6.5 29 -4 6.5 -0.2
VBR Vanguard Small Cap Value ETF 6.5 7 18 7.7 +1.0
EQAL Invesco Russell 1000 Equal Weight ETF 6.5 20 5 6.1 -0.7
TXS Texas Capital Texas Equity Index ETF 6.4 49 -24 5.0 -1.8
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 6.3 12 13 6.7 -0.0
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 6.1 20 5 5.5 -1.3
XJR iShares ESG Screened S&P Small-Cap ETF 6.0 12 13 6.3 -0.4
IWS iShares Russell Mid-Cap Value ETF 6.0 23 2 6.1 -0.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 6.0 70 -45 4.5 -2.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 5.9 15 10 6.7 -0.1
FVD First Trust Value Line Dividend Index Fund 5.9 65 -40 5.4 -1.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 5.9 56 -31 6.8 +0.1
ERTH Invesco MSCI Sustainable Future ETF 5.9 62 -37 2.9 -3.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.8 20 5 5.6 -1.1
IWN iShares Russell 2000 Value ETF 5.8 24 1 4.9 -1.8
IJJ iShares S&P Mid-Cap 400 Value ETF 5.8 18 7 7.7 +0.9
XSLV Invesco S&P SmallCap Low Volatility ETF 5.8 25 0 7.3 +0.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 5.8 15 10 6.0 -0.7
VTWV Vanguard Russell 2000 Value ETF 5.8 10 15 5.1 -1.6
CVY Invesco Zacks Multi-Asset Income ETF 5.7 106 -81 9.8 +3.0
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 5.6 15 10 7.7 +1.0
RJDI RJ Eagle GCM Dividend Select Income ETF 5.6 55 -30 4.4 -2.3
BLES Inspire Global Hope ETF 5.6 61 -36 5.7 -1.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 5.6 10 15 7.8 +1.1
SPDV AAM S&P 500 High Dividend Value ETF 5.5 29 -4 10.6 +3.9
FMET Fidelity Metaverse ETF 5.5 39 -14 4.7 -2.1
FNDA Schwab Fundamental US Small Co. Index ETF 5.5 25 0 6.1 -0.6
XJH iShares ESG Screened S&P Mid-Cap ETF 5.5 12 13 5.9 -0.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 5.5 4 21 5.5 -1.3
ULVM VictoryShares US Value Momentum ETF 5.4 20 5 6.2 -0.6
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 5.4 15 10 6.4 -0.4
DIVG Invesco S&P 500 High Dividend Growers ETF 5.4 39 -14 7.3 +0.6
JHSC John Hancock Multifactor Small Cap ETF 5.4 42 -17 5.9 -0.9
BWEB Bitwise Web3 ETF 5.4 85 -60 -0.0 -6.8
ISCB iShares Morningstar Small-Cap ETF 5.3 4 21 5.4 -1.3
IJR iShares Core S&P Small Cap ETF 5.3 6 19 6.5 -0.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 5.3 15 10 6.1 -0.7
DES WisdomTree U.S. SmallCap Dividend Fund 5.2 38 -13 8.1 +1.4
STXM Strive Mid-Cap ETF 5.2 18 7 5.3 -1.5
FDVV Fidelity High Dividend ETF 5.2 15 10 6.6 -0.1
PTL Inspire 500 ETF 5.2 9 16 4.5 -2.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 5.1 7 18 5.4 -1.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 5.1 24 1 6.0 -0.7
RDIV Invesco S&P Ultra Dividend Revenue ETF 5.1 39 -14 9.6 +2.8
SCHM Schwab U.S. Mid-Cap ETF 5.1 4 21 5.9 -0.8
KBWY Invesco KBW Premium Yield Equity REIT ETF 5.0 35 -10 9.3 +2.6
VB Vanguard Small-Cap ETF 5.0 5 20 5.2 -1.5
FSMD Fidelity Small-Mid Multifactor ETF 5.0 15 10 6.6 -0.2
VIOO Vanguard S&P Small-Cap 600 ETF 4.9 7 18 6.4 -0.4
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 4.9 3 22 6.5 -0.2
SDG iShares MSCI Global Sustainable Development Goals ETF 4.9 49 -24 4.5 -2.2
MDY SPDR S&P Midcap 400 ETF Trust 4.9 23 2 5.8 -0.9
NUSC Nuveen ESG Small-Cap ETF 4.9 31 -6 4.9 -1.9
IJH iShares Core S&P Mid-Cap ETF 4.9 5 20 6.0 -0.7
PFI Invesco Dorsey Wright Financial Momentum ETF 4.8 60 -35 4.8 -1.9
SIXL ETC 6 Meridian Low Beta Equity ETF 4.8 80 -55 5.7 -1.1
IJT iShares S&P Small-Cap 600 Growth ETF 4.8 18 7 3.8 -3.0
IWR iShares Russell Midcap ETF 4.8 19 6 5.4 -1.4
FMDE Fidelity Enhanced Mid Cap ETF 4.7 23 2 5.4 -1.3
CLOU Global X Cloud Computing ETF 4.7 68 -43 3.1 -3.6
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 4.6 39 -14 3.6 -3.1
SIZE iShares MSCI USA Size Factor ETF 4.6 15 10 5.4 -1.3
XOEF iShares S&P 500 ex S&P 100 ETF 4.6 20 5 4.7 -2.1
VIOG Vanguard S&P Small-Cap 600 Growth ETF 4.6 10 15 3.8 -3.0
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 4.6 15 10 3.8 -2.9
BKSE BNY Mellon US Small Cap Core Equity ETF 4.6 4 21 5.3 -1.4
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 4.5 3 22 6.0 -0.7
SFYX SoFi Next 500 ETF 4.5 0 25 5.0 -1.8
STXK Strive Small-Cap ETF 4.5 18 7 5.2 -1.6
EUSA iShares MSCI USA Equal Weighted ETF 4.5 9 16 5.5 -1.3
ICAP InfraCap Equity Income Fund ETF 4.5 171 -146 4.2 -2.5
SDY State Street SPDR S&P Dividend ETF 4.5 35 -10 5.7 -1.0
IVOO Vanguard S&P Mid-Cap 400 ETF 4.5 7 18 6.0 -0.7
RSP Invesco S&P 500 Equal Weight ETF 4.5 20 5 5.8 -1.0
IJS iShares S&P Small-Cap 600 Value ETF 4.4 18 7 9.0 +2.3
NUMV Nuveen ESG Mid-Cap Value ETF 4.4 31 -6 5.6 -1.2
BEEZ Honeytree U.S. Equity ETF 4.4 64 -39 3.4 -3.3
VUSV Vanguard Wellington U.S. Value Active ETF 4.4 30 -5 5.7 -1.0
ISMD Inspire Small/Mid Cap ETF 4.4 54 -29 5.4 -1.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 4.4 70 -45 2.0 -4.7
WCEO Hypatia Women CEO ETF 4.3 85 -60 4.9 -1.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 4.3 10 15 9.1 +2.4
SLYV State Street SPDR S&P 600 Small Cap Value ETF 4.3 15 10 9.1 +2.4
SMOX Horizon Small/Mid Cap Core Equity ETF 4.1 75 -50 5.4 -1.4
MAGA Point Bridge America First ETF 4.1 72 -47 5.0 -1.8
IMCV iShares Morningstar Mid-Cap Value ETF 4.1 6 19 6.9 +0.2
DTD WisdomTree U.S. Total Dividend Fund 4.1 28 -3 5.6 -1.1
NUDV Nuveen ESG Dividend ETF 4.1 26 -1 5.9 -0.8
MBCC Monarch Blue Chips Core ETF 4.1 125 -100 3.8 -3.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.0 25 0 7.9 +1.2
TBG TBG Dividend Focus ETF 4.0 59 -34 6.1 -0.6
QDF FlexShares Quality Dividend Index Fund 3.9 37 -12 5.4 -1.4
ISCG iShares Morningstar Small-Cap Growth ETF 3.9 6 19 2.8 -4.0
IJK iShares S&P Mid-Cap 400 Growth ETF 3.9 17 8 4.1 -2.6
SCHA Schwab U.S. Small-Cap ETF 3.9 4 21 4.6 -2.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3.9 9 16 3.9 -2.8
SWP SWP Growth & Income ETF 3.8 99 -74 3.9 -2.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.8 12 13 4.5 -2.3
VOE Vanguard Mid-Cap Value ETF 3.8 7 18 6.7 -0.1
EZM WisdomTree U.S. MidCap Fund 3.7 38 -13 7.9 +1.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 3.7 17 8 5.0 -1.7
QUVU Hartford Quality Value ETF 3.7 46 -21 5.5 -1.2
IGPT Invesco AI and Next Gen Software ETF 3.7 60 -35 3.4 -3.4
VO Vanguard Mid-Cap ETF 3.7 4 21 5.2 -1.5
SMLF iShares U.S. SmallCap Equity Factor ETF 3.6 15 10 5.0 -1.7
JPSV JPMorgan Active Small Cap Value ETF 3.6 74 -49 7.6 +0.8
FUNL CornerCap Fundametrics Large-Cap ETF 3.6 50 -25 6.0 -0.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 3.6 35 -10 5.0 -1.7
QDEF FlexShares Quality Dividend Defensive Index Fund 3.5 37 -12 5.3 -1.4
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 3.5 15 10 4.1 -2.6
ETHO Etho Climate Leadership U.S. ETF 3.5 47 -22 4.4 -2.3
BDIV AAM Brentview Dividend Growth ETF 3.5 49 -24 3.6 -3.2
VOT Vanguard Mid-Cap Growth ETF 3.5 7 18 3.1 -3.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.5 10 15 4.1 -2.6
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.5 30 -5 7.1 +0.4
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 3.4 60 -35 4.1 -2.7
RSSL Global X Russell 2000 ETF 3.4 8 17 2.8 -3.9
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.4 29 -4 6.3 -0.5
VXF Vanguard Extended Market ETF 3.4 5 20 3.9 -2.9
IWM iShares Russell 2000 ETF 3.4 19 6 2.7 -4.0
YLDE ClearBridge Dividend Strategy ESG ETF 3.4 60 -35 4.8 -1.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 3.4 39 -14 2.4 -4.4
OSCV Opus Small Cap Value ETF 3.4 79 -54 5.6 -1.2
FLQS Franklin U.S. Small Cap Multifactor Index ETF 3.4 35 -10 6.0 -0.8
JHMM John Hancock Multifactor Mid Cap ETF 3.3 42 -17 5.3 -1.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.3 9 16 5.2 -1.6
XMMO Invesco S&P MidCap Momentum ETF 3.3 34 -9 3.5 -3.2
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 3.3 20 5 7.1 +0.3
IWD iShares Russell 1000 Value ETF 3.2 19 6 5.5 -1.3
UDI USCF Dividend Income Fund 3.2 65 -40 6.6 -0.2
VONV Vanguard Russell 1000 Value ETF 3.2 7 18 5.6 -1.2
PSC Principal U.S. Small-Cap ETF 3.2 38 -13 3.8 -3.0
IMCB iShares Morningstar Mid-Cap ETF 3.1 4 21 5.3 -1.4
TMFG Motley Fool Global Opportunities ETF 3.1 85 -60 3.8 -2.9
USXF iShares ESG Advanced MSCI USA ETF 3.1 10 15 4.0 -2.7
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 3.1 12 13 3.5 -3.2
GVUS Marketbeta Russell 1000 Value Equity ETF 3.1 12 13 5.5 -1.2
DLN WisdomTree U.S. LargeCap Dividend Fund 3.0 28 -3 5.4 -1.4
SIXG Defiance Connective Technologies ETF 3.0 30 -5 3.4 -3.3
FNX First Trust Mid Cap Core AlphaDEX Fund 3.0 60 -35 6.1 -0.6
VEGN US Vegan Climate ETF 3.0 60 -35 4.0 -2.7
VBK Vanguard Small-Cap Growth ETF 3.0 7 18 1.3 -5.5
VTWO Vanguard Russell 2000 ETF 2.9 7 18 2.9 -3.9
SRET Global X SuperDividend REIT ETF 2.9 59 -34 12.1 +5.4
SCHV Schwab U.S. Large-Cap Value ETF 2.9 4 21 5.6 -1.1
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.9 35 -10 6.3 -0.4
NXTG First Trust Indxx NextG ETF 2.9 70 -45 4.5 -2.2
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 2.8 60 -35 4.6 -2.1
SSPY Syntax Stratified LargeCap ETF 2.8 30 -5 6.0 -0.8
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.8 60 -35 4.9 -1.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.8 64 -39 1.3 -5.4
NIXT Research Affiliates Deletions ETF 2.8 9 16 7.0 +0.3
SMMD iShares Russell 2500 ETF 2.7 15 10 5.7 -1.1
DEUS Xtrackers Russell US Multifactor ETF 2.6 17 8 6.3 -0.4
FELV Fidelity Enhanced Large Cap Value ETF 2.6 18 7 5.7 -1.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.6 60 -35 6.7 -0.0
CAML Congress Large Cap Growth ETF 2.6 66 -41 2.3 -4.4
KONG Formidable Fortress ETF 2.6 89 -64 5.0 -1.7
IUSV iShares Core S&P US Value ETF 2.6 4 21 5.8 -1.0
FMKT The Free Markets ETF 2.6 76 -51 4.0 -2.7
CGDG Capital Group Dividend Growers ETF 2.6 47 -22 5.0 -1.8
BEEX BeeHive ETF 2.6 84 -59 3.8 -3.0
INCE Franklin Income Equity Focus ETF 2.5 29 -4 5.1 -1.6
FAB First Trust Multi Cap Value AlphaDEX Fund 2.5 67 -42 8.5 +1.8
FESM Fidelity Enhanced Small Cap ETF 2.5 28 -3 2.4 -4.3
FCPI Fidelity Stocks for Inflation ETF 2.5 15 10 5.8 -0.9
GLBL Pacer MSCI World Industry Advantage ETF 2.5 65 -40 3.6 -3.1
ROSC Hartford Multifactor Small Cap ETF 2.4 34 -9 7.3 +0.5
RFFC ALPS Active Equity Opportunity ETF 2.4 48 -23 3.6 -3.1
VFMV Vanguard U.S. Minimum Volatility ETF 2.4 13 12 5.6 -1.1
JHDV John Hancock U.S. High Dividend ETF 2.4 34 -9 6.2 -0.6
AFMC First Trust Active Factor Mid Cap ETF 2.4 65 -40 7.1 +0.3
AIPO Defiance AI & Power Infrastructure ETF 2.4 69 -44 0.9 -5.8
FYX First Trust Small Cap Core AlphaDEX Fund 2.4 61 -36 5.6 -1.1
IVE iShares S&P 500 Value ETF 2.4 18 7 5.5 -1.3
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.4 4 21 5.6 -1.1
REVS Columbia Research Enhanced Value ETF 2.4 19 6 6.8 +0.1
VOOV Vanguard S&P 500 Value ETF 2.4 7 18 5.6 -1.2
FPX First Trust US Equity Opportunities ETF 2.3 61 -36 0.9 -5.8
WSML iShares MSCI World Small-Cap ETF 2.3 15 10 5.3 -1.4
JPEF JPMorgan Equity Focus ETF 2.3 50 -25 3.8 -3.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.3 10 15 4.4 -2.4
DIVL Madison Dividend Value ETF 2.3 65 -40 4.5 -2.2
CHGX AXS Change Finance ESG ETF 2.3 49 -24 4.7 -2.0
DIVB iShares Core Dividend ETF 2.3 5 20 7.2 +0.5
JAVA JPMorgan Active Value ETF 2.2 44 -19 5.4 -1.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.2 19 6 4.9 -1.9
KNCT Invesco Next Gen Connectivity ETF 2.2 40 -15 3.8 -2.9
AFLG First Trust Active Factor Large Cap ETF 2.2 55 -30 5.1 -1.7
MCDS JPMorgan Fundamental Data Science Mid Core ETF 2.2 35 -10 4.9 -1.8
FNK First Trust Mid Cap Value AlphaDEX Fund 2.2 70 -45 9.3 +2.5
YALL God Bless America ETF 2.2 65 -40 4.0 -2.7
XMAG Defiance Large Cap ex-Mag 7 ETF 2.2 35 -10 4.4 -2.3
ESGV Vanguard ESG U.S. Stock ETF 2.2 9 16 4.3 -2.5
RBLD First Trust Alerian US NextGen Infrastructure ETF 2.1 65 -40 3.9 -2.9
VUSG Vanguard Wellington U.S. Growth Active ETF 2.1 35 -10 2.5 -4.3
FTC First Trust Large Cap Growth AlphaDEX Fund 2.1 59 -34 1.9 -4.9
SMDV ProShares Russell 2000 Dividend Growers ETF 2.1 40 -15 6.7 -0.0
FEX First Trust Large Cap Core AlphaDEX Fund 2.1 59 -34 5.0 -1.7
NULC Nuveen ESG Large-Cap ETF 2.1 21 4 4.1 -2.6
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.1 40 -15 6.4 -0.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.1 18 7 5.0 -1.8
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.1 15 10 4.4 -2.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.1 20 5 4.2 -2.6
IMCG iShares Morningstar Mid-Cap Growth ETF 2.0 6 19 3.5 -3.2
SPXT ProShares S&P 500 Ex-Technology ETF 2.0 9 16 4.7 -2.0
ADME Aptus Drawdown Managed Equity ETF 2.0 79 -54 3.4 -3.4
DSI iShares MSCI KLD 400 Social ETF 2.0 25 0 4.2 -2.5
FLQL Franklin LibertyQ U.S. Equity ETF 2.0 15 10 4.6 -2.1
SMAP Amplify Small-Mid Cap Equity ETF 2.0 60 -35 4.3 -2.4
BEDZ AdvisorShares Hotel ETF 2.0 100 -75 5.3 -1.4
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 2.0 55 -30 8.7 +2.0
EES WisdomTree U.S. SmallCap Fund 2.0 38 -13 8.0 +1.3
SCDS JPMorgan Fundamental Data Science Small Core ETF 1.9 40 -15 4.0 -2.7
PRXV Praxis Impact Large Cap Value ETF 1.9 36 -11 5.6 -1.2
IWX iShares Russell Top 200 Value ETF 1.9 20 5 5.1 -1.6
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.9 43 -18 4.9 -1.9
VTV Vanguard Value ETF 1.9 4 21 5.8 -1.0
KLMN Invesco MSCI North America Climate ETF 1.9 9 16 4.4 -2.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.9 9 16 4.4 -2.3
DIV Global X SuperDividend US ETF 1.9 45 -20 9.4 +2.7
FYT First Trust Small Cap Value AlphaDEX Fund 1.9 73 -48 10.0 +3.2
JEPI JPMorgan Equity Premium Income ETF 1.9 35 -10 4.6 -2.1
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.8 5 20 7.3 +0.6
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.8 20 5 6.1 -0.6
TEXN iShares Texas Equity ETF 1.8 20 5 5.3 -1.5
PRF Invesco FTSE RAFI US 1000 ETF 1.8 34 -9 5.8 -0.9
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.8 50 -25 8.3 +1.5
FDWM Fidelity Women's Leadership ETF 1.8 59 -34 3.6 -3.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.8 8 17 4.5 -2.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.8 47 -22 4.8 -1.9
SPVM Invesco S&P 500 Value with Momentum ETF 1.8 39 -14 6.3 -0.5
MNZL Manzil Russell Halal USA Broad MarketETF 1.8 40 -15 3.9 -2.8
DSPY Tema S&P 500 Historical Weight ETF 1.8 18 7 4.5 -2.2
VLU State Street SPDR S&P 1500 Value Tilt ETF 1.8 12 13 6.3 -0.4
TOPC iShares S&P 500 3% Capped ETF 1.8 15 10 4.4 -2.3
SUSA iShares MSCI USA ESG Select ETF 1.8 25 0 4.1 -2.7
SGRT SMART Earnings Growth 30 ETF 1.8 59 -34 2.7 -4.0
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.8 52 -27 5.4 -1.4
IWV iShares Russell 3000 ETF 1.7 20 5 4.1 -2.6
JVAL JPMorgan U.S. Value Factor ETF 1.7 12 13 7.1 +0.4
DHS WisdomTree U.S. High Dividend Fund 1.7 38 -13 7.9 +1.1
NULV Nuveen ESG Large-Cap Value ETF 1.7 26 -1 5.2 -1.5
VTI Vanguard Total Stock Market ETF 1.7 3 22 4.2 -2.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.7 30 -5 3.9 -2.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.7 25 0 5.0 -1.8
SCHB Schwab U.S. Broad Market ETF 1.7 3 22 4.3 -2.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.7 3 22 4.2 -2.5
VTHR Vanguard Russell 3000 ETF 1.7 7 18 4.2 -2.5
HDUS Hartford Disciplined US Equity ETF 1.7 19 6 4.8 -1.9
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.7 20 5 4.6 -2.1
STXD Strive 1000 Dividend Growth ETF 1.7 35 -10 4.3 -2.4
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.7 3 22 4.5 -2.3
TMDV ProShares Russell US Dividend Growers ETF 1.7 35 -10 5.9 -0.9
YOKE Yoke Core ETF 1.7 42 -17 3.7 -3.0
IWB iShares Russell 1000 ETF 1.7 15 10 4.2 -2.5
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.7 40 -15 3.5 -3.2
XVV iShares ESG Screened S&P 500 ETF 1.7 8 17 4.2 -2.5
STXV Strive 1000 Value ETF 1.7 18 7 6.7 +0.0
VONE Vanguard Russell 1000 ETF 1.6 7 18 4.3 -2.4
SCHK Schwab 1000 Index ETF 1.6 5 20 4.3 -2.4
EVUS iShares ESG Aware MSCI USA Value ETF 1.6 18 7 5.6 -1.2
GSPY Gotham Enhanced 500 ETF 1.6 50 -25 4.5 -2.2
SVAL iShares US Small Cap Value Factor ETF 1.6 20 5 7.4 +0.7
IYY iShares Dow Jones U.S. ETF 1.6 20 5 4.2 -2.6
JMOM JPMorgan U.S. Momentum Factor ETF 1.6 12 13 3.6 -3.1
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.6 60 -35 9.4 +2.7
STXG Strive 1000 Growth ETF 1.6 18 7 3.3 -3.4
HAPI Harbor Human Capital Factor US Large Cap ETF 1.6 36 -11 4.2 -2.5
SCHX Schwab U.S. Large-Cap ETF 1.6 3 22 4.4 -2.4
JHML John Hancock Multifactor Large Cap ETF 1.6 29 -4 4.6 -2.2
TMFS Motley Fool Small-Cap Growth ETF 1.6 85 -60 1.1 -5.6
PY Principal Value ETF 1.5 15 10 6.9 +0.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.5 32 -7 4.1 -2.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.5 7 18 4.5 -2.3
HGRO Hedgeye Quality Growth ETF 1.5 70 -45 3.3 -3.4
FYC First Trust Small Cap Growth AlphaDEX Fund 1.5 71 -46 -0.6 -7.3
ILCV iShares Morningstar Value ETF 1.5 4 21 5.3 -1.4
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.5 20 5 4.1 -2.7
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.5 25 0 11.3 +4.5
CATH Global X S&P 500 Catholic Values Custom ETF 1.5 29 -4 4.1 -2.7
CHRI Global X S&P 500 Christian Values ETF 1.5 29 -4 4.0 -2.7
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.5 75 -50 2.0 -4.7
MTUM iShares MSCI USA Momentum Factor ETF 1.5 15 10 2.7 -4.0
DEMZ Democratic Large Cap Core ETF 1.5 45 -20 3.9 -2.8
SNPE Xtrackers S&P 500 ESG ETF 1.5 10 15 4.4 -2.4
FDLO Fidelity Low Volatility Factor ETF 1.5 15 10 4.7 -2.0
WOMN Impact Shares YWCA Women's Empowerment ETF 1.5 75 -50 4.8 -2.0
IVV iShares Core S&P 500 ETF 1.5 3 22 4.3 -2.4
SPYM State Street SPDR Portfolio S&P 500 ETF 1.5 2 23 4.3 -2.4
SPY SPDR S&P 500 ETF 1.5 9 16 4.2 -2.5
VLUE iShares MSCI USA Value Factor ETF 1.5 15 10 7.6 +0.8
FTA First Trust Large Cap Value AlphaDEX Fund 1.5 59 -34 7.5 +0.8
QUAL iShares MSCI USA Quality Factor ETF 1.5 15 10 4.4 -2.3
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.5 35 -10 3.2 -3.5
SFYF SoFi Social 50 ETF 1.5 29 -4 0.9 -5.9
FTCE First Trust New Constructs Core Earnings Leaders ETF 1.5 60 -35 4.7 -2.1
VOO Vanguard S&P 500 ETF 1.5 3 22 4.3 -2.4
OPTZ Optimize Strategy Index ETF 1.5 50 -25 3.9 -2.9
SPXV ProShares S&P 500 Ex-Health Care ETF 1.5 9 16 4.0 -2.7
BGIG Bahl & Gaynor Income Growth ETF 1.4 45 -20 4.4 -2.3
AUSF Global X Adaptive U.S. Factor ETF 1.4 27 -2 7.8 +1.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.4 11 14 4.2 -2.5
GOP Unusual Whales Subversive Republican Trading ETF 1.4 50 -25 4.6 -2.2
SUSL iShares ESG MSCI USA Leaders ETF 1.4 10 15 4.2 -2.5
APUE ActivePassive U.S. Equity ETF 1.4 45 -20 4.0 -2.7
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.4 39 -14 7.6 +0.9
JQUA JPMorgan U.S. Quality Factor ETF 1.4 12 13 5.1 -1.6
PBUS Invesco MSCI USA ETF 1.4 4 21 4.3 -2.5
FNDB Schwab Fundamental US Broad Market Index ETF 1.4 25 0 6.3 -0.4
RAUS RACWI US ETF 1.4 15 10 4.3 -2.5
GURU Global X Guru Index ETF 1.4 75 -50 2.5 -4.2
DTEC ALPS Disruptive Technologies ETF 1.4 50 -25 3.7 -3.1
ZECP Zacks Earnings Consistent Portfolio ETF 1.4 55 -30 4.0 -2.7
FLRG Fidelity U.S. Multifactor ETF 1.4 15 10 5.9 -0.9
DGT State Street SPDR Global Dow ETF 1.4 50 -25 5.7 -1.1
SPXE ProShares S&P 500 Ex-Energy ETF 1.4 9 16 4.1 -2.6
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.4 30 -5 4.1 -2.6
GLRY Inspire Faithward Mid Cap Momentum ETF 1.4 80 -55 3.7 -3.1
ESGU iShares ESG Aware MSCI USA ETF 1.4 15 10 4.3 -2.5
ILCB iShares Morningstar U.S. Equity ETF 1.3 3 22 4.2 -2.5
FQAL Fidelity Quality Factor ETF 1.3 15 10 4.7 -2.0
MGK Vanguard Mega Cap Growth ETF 1.3 7 18 3.4 -3.3
STRV Strive 500 ETF 1.3 5 20 4.2 -2.5
GXLC Global X U.S. 500 ETF 1.3 2 23 4.2 -2.6
LRGC AB US Large Cap Strategic Equities ETF 1.3 48 -23 3.9 -2.9
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -55 5.5 -1.2
QVML Invesco S&P 500 QVM Multi-factor ETF 1.3 11 14 4.4 -2.3
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 15 5.0 -1.7
SFY SoFi Select 500 ETF 1.3 0 25 3.9 -2.9
VV Vanguard Large-Cap ETF 1.3 4 21 4.2 -2.5
SGLC SGI U.S. Large Cap Core ETF 1.3 85 -60 3.8 -3.0
RAFE PIMCO RAFI ESG U.S. ETF 1.3 29 -4 6.4 -0.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.3 45 -20 3.7 -3.1
TOV JLens 500 Jewish Advocacy U.S. ETF 1.3 18 7 4.0 -2.7
PFM Invesco Dividend Achievers ETF 1.3 53 -28 4.6 -2.1
FDRR Fidelity Dividend ETF for Rising Rates 1.3 15 10 5.8 -0.9
STOX Horizon Core Equity ETF 1.2 70 -45 3.6 -3.1
SIXS ETC 6 Meridian Small Cap Equity ETF 1.2 89 -64 7.8 +1.1
SPGP Invesco S&P 500 GARP ETF 1.2 34 -9 5.6 -1.2
FVAL Fidelity Value Factor ETF 1.2 15 10 6.0 -0.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.2 10 15 4.3 -2.5
ENHU iShares Enhanced Large Cap Core Active ETF 1.2 22 3 4.2 -2.5
BKLC BNY Mellon US Large Cap Core Equity ETF 1.2 0 25 4.3 -2.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.2 2 23 4.3 -2.5
RVRB Reverb ETF 1.2 30 -5 4.0 -2.8
FDMO Fidelity Momentum Factor ETF 1.2 15 10 2.6 -4.2
SFTY Horizon Managed Risk ETF 1.2 77 -52 3.5 -3.2
LOWV AB US Low Volatility Equity ETF 1.2 48 -23 4.3 -2.5
QLC FlexShares US Quality Large Cap Index Fund 1.2 25 0 4.6 -2.1
AIEQ AI Powered Equity ETF 1.2 75 -50 3.7 -3.0
VOTE TCW Transform 500 ETF 1.2 5 20 4.2 -2.5
LRGF iShares U.S. Equity Factor ETF 1.2 8 17 4.7 -2.0
SPMO Invesco S&P 500 Momentum ETF 1.2 13 12 3.5 -3.3
KRMA Global X Conscious Companies ETF 1.2 43 -18 5.3 -1.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.2 20 5 4.3 -2.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.1 65 -40 4.7 -2.0
NACP Impact Shares NAACP Minority Empowerment ETF 1.1 49 -24 4.0 -2.7
ACVF American Conservative Values ETF 1.1 75 -50 3.8 -3.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.1 7 18 4.2 -2.5
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.1 12 13 3.6 -3.1
ILCG iShares Morningstar Growth ETF 1.1 4 21 3.1 -3.6
CVAR Cultivar ETF 1.1 87 -62 6.7 -0.1
AFSM First Trust Active Factor Small Cap ETF 1.1 75 -50 6.0 -0.7
TOK iShares MSCI Kokusai ETF 1.1 26 -1 4.3 -2.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.1 75 -50 3.3 -3.5
TMFX Motley Fool Next Index ETF 1.1 50 -25 2.9 -3.8
FELC Fidelity Enhanced Large Cap Core ETF 1.1 18 7 4.5 -2.3
IWO iShares Russell 2000 Growth ETF 1.1 24 1 0.5 -6.2
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.1 79 -54 4.3 -2.4
FNDX Schwab Fundamental US Large Co. Index ETF 1.1 25 0 6.3 -0.4
VT Vanguard Total World Stock ETF 1.1 6 19 5.1 -1.7
URTH iShares MSCI World ETF 1.0 24 1 4.4 -2.3
USMV iShares MSCI USA Min Vol Factor ETF 1.0 15 10 5.1 -1.7
CGDV Capital Group Dividend Value ETF 1.0 33 -8 3.9 -2.9
ROE Astoria US Quality Kings ETF 1.0 49 -24 5.4 -1.3
SNPG Xtrackers S&P 500 Growth ESG ETF 1.0 15 10 4.0 -2.8
EQWL Invesco S&P 100 Equal Weight ETF 1.0 25 0 5.4 -1.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -50 6.2 -0.6
KOKU Xtrackers MSCI Kokusai Equity ETF 1.0 9 16 4.5 -2.3
RWK Invesco S&P MidCap 400 Revenue ETF 1.0 39 -14 7.8 +1.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.0 20 5 4.8 -2.0
RECS Columbia Research Enhanced Core ETF 1.0 15 10 5.3 -1.4
XSMO Invesco S&P SmallCap Momentum ETF 1.0 39 -14 3.8 -3.0
PRAY FIS Christian Stock Fund 0.9 69 -44 3.9 -2.8
ACWI iShares MSCI ACWI ETF 0.9 32 -7 4.7 -2.0
VUG Vanguard Growth ETF 0.9 4 21 3.4 -3.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.9 14 11 4.2 -2.5
INRO iShares U.S. Industry Rotation Active ETF 0.9 42 -17 3.7 -3.0
OEI Optimized Equity Income ETF 0.9 75 -50 3.4 -3.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.9 9 16 4.9 -1.8
FFND Future Fund Active ETF 0.9 100 -75 4.3 -2.5
XDAT Franklin Exponential Data ETF 0.9 50 -25 1.3 -5.4
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 0.9 49 -24 7.8 +1.0
CALF Pacer US Small Cap Cash Cows 100 ETF 0.9 59 -34 9.3 +2.6
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.8 15 10 5.0 -1.8
VTWG Vanguard Russell 2000 Growth ETF 0.8 10 15 0.7 -6.1
WSGE Warren Street Global Equity ETF 0.8 80 -55 2.8 -3.9
IWL iShares Russell Top 200 ETF 0.8 15 10 4.0 -2.8
BLCV iShares Large Cap Value Active ETF 0.8 53 -28 6.3 -0.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.8 29 -4 5.7 -1.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.8 9 16 4.4 -2.4
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 -4 3.8 -3.0
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -50 4.3 -2.4
MGC Vanguard Mega Cap ETF 0.8 7 18 4.0 -2.7
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.8 45 -20 2.6 -4.1
HLAL Wahed FTSE USA Shariah ETF 0.8 50 -25 3.8 -2.9
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.8 30 -5 3.8 -3.0
MGV Vanguard Mega Cap Value ETF 0.8 7 18 5.4 -1.3
USMF WisdomTree U.S. Multifactor Fund 0.8 28 -3 6.4 -0.4
IUSG iShares Core S&P U.S. Growth ETF 0.8 4 21 3.2 -3.5
DVND Touchstone Dividend Select ETF 0.8 67 -42 5.1 -1.6
TMFC Motley Fool 100 Index ETF 0.8 50 -25 3.1 -3.6
FDFF Fidelity Disruptive Finance ETF 0.8 50 -25 5.3 -1.4
WDIV SPDR S&P Global Dividend ETF 0.8 40 -15 8.7 +2.0
BUYZ Franklin Disruptive Commerce ETF 0.8 50 -25 2.3 -4.5
WLDR Affinity World Leaders Equity ETF 0.7 67 -42 6.3 -0.4
HAPS Harbor Human Capital Factor US Small Cap ETF 0.7 60 -35 3.6 -3.2
XMVM Invesco S&P MidCap Value with Momentum ETF 0.7 39 -14 7.3 +0.6
EGUS iShares ESG Aware MSCI USA Growth ETF 0.7 18 7 3.1 -3.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.7 29 -4 4.0 -2.7
PRXG Praxis Impact Large Cap Growth ETF 0.7 36 -11 3.2 -3.6
MFVL Motley Fool Value Factor ETF 0.7 50 -25 5.4 -1.3
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.7 30 -5 13.4 +6.7
FSST Fidelity Sustainable U.S. Equity ETF 0.7 59 -34 3.2 -3.5
FEGE First Eagle Global Equity ETF 0.7 79 -54 5.6 -1.1
CSMD Congress SMid Growth ETF 0.7 69 -44 3.3 -3.4
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.7 70 -45 3.7 -3.1
CGUS Capital Group Core Equity ETF 0.7 33 -8 3.6 -3.1
IVW iShares S&P 500 Growth ETF 0.6 18 7 3.0 -3.7
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.6 4 21 3.2 -3.6
VOOG Vanguard S&P 500 Growth ETF 0.6 7 18 3.1 -3.6
NULG Nuveen ESG Large-Cap Growth ETF 0.6 26 -1 3.0 -3.8
IWP iShares Russell Mid-Cap Growth ETF 0.6 23 2 2.7 -4.0
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.6 35 -10 6.2 -0.6
XSHQ Invesco S&P SmallCap Quality ETF 0.6 29 -4 6.8 +0.0
JSML Janus Henderson Small Cap Growth Alpha ETF 0.6 30 -5 2.8 -4.0
MBOX Freedom Day Dividend ETF 0.6 39 -14 6.8 +0.1
SDIV Global X Superdividend ETF 0.6 58 -33 12.8 +6.1
VSLU Applied Finance Valuation Large Cap ETF 0.6 49 -24 4.8 -2.0
EPS WisdomTree U.S. LargeCap Fund 0.6 8 17 4.9 -1.9
FFLC Fidelity Fundamental Large Cap Core ETF 0.6 38 -13 3.9 -2.9
RCGE RockCreek Global Equality ETF 0.5 95 -70 5.9 -0.9
RPV Invesco S&P 500 Pure Value ETF 0.5 35 -10 8.7 +1.9
RWL Invesco S&P 500 Revenue ETF 0.5 39 -14 5.8 -0.9
ROUS Hartford Multifactor US Equity ETF 0.5 19 6 5.5 -1.3
QLV FlexShares US Quality Low Volatility Index Fund 0.5 22 3 4.9 -1.8
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 -17 4.2 -2.5
QWLD SPDR MSCI World StrategicFactors ETF 0.5 30 -5 5.1 -1.7
FBCG Fidelity Blue Chip Growth ETF 0.5 59 -34 2.3 -4.5
SNPV Xtrackers S&P 500 Value ESG ETF 0.4 15 10 5.5 -1.3
MGMT Ballast Small/Mid Cap ETF 0.4 110 -85 7.0 +0.3
SCHG Schwab U.S. Large-Cap Growth ETF 0.4 4 21 3.4 -3.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.4 19 6 5.0 -1.7
GINN Goldman Sachs Innovate Equity ETF 0.4 52 -27 3.8 -2.9
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 -35 -0.9 -7.7
ACWV iShares MSCI Global Min Vol Factor ETF 0.3 20 5 5.5 -1.2
FFF Founders 100 ETF 0.3 75 -50 2.6 -4.1
RFV Invesco S&P Midcap 400 Pure Value ETF 0.3 35 -10 11.1 +4.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.3 60 -35 5.9 -0.8
IETC iShares U.S. Tech Independence Focused ETF 0.3 18 7 3.2 -3.5
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 4 3.0 -3.7
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.3 35 -10 7.3 +0.5
LQPE PEO AlphaQuest Thematic PE ETF 0.3 125 -100 5.3 -1.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.3 25 0 5.5 -1.2
IWC iShares Micro-Cap ETF 0.2 60 -35 -1.5 -8.2
IEDI iShares U.S. Consumer Focused ETF 0.2 18 7 4.6 -2.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.2 35 -10 5.6 -1.1
DAK Dakota Active Equity ETF 0.2 43 -18 3.8 -2.9
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.2 25 0 4.2 -2.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 0.2 15 10 3.1 -3.6
IUS Invesco RAFI Strategic US ETF 0.2 19 6 5.8 -0.9
GEW Cambria Global EW ETF 0.2 29 -4 5.3 -1.4
USEW Cambria US EW ETF 0.2 30 -5 4.1 -2.6
DIVE Dana Concentrated Dividend ETF 0.2 65 -40 6.6 -0.1
OEF iShares S&P 100 ETF 0.2 20 5 3.9 -2.8
FELG Fidelity Enhanced Large Cap Growth ETF 0.2 18 7 3.3 -3.4
AQLT iShares MSCI Global Quality Factor ETF 0.1 18 7 0.0 -6.7
PKW Invesco Buyback Achievers ETF 0.1 62 -37 7.0 +0.3
DBSC Deepwater Beachfront Small Cap ETF 0.1 85 -60 1.1 -5.6
GLOF iShares Global Equity Factor ETF 0.1 20 5 5.7 -1.1
RAYD Rayliant Quantitative Developed Market Equity ETF 0.1 80 -55 3.7 -3.1
IWF iShares Russell 1000 Growth ETF 0.1 19 6 3.4 -3.3
VONG Vanguard Russell 1000 Growth ETF 0.1 7 18 3.5 -3.2
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.1 36 -11 8.6 +1.8
EBI Longview Advantage ETF 0.1 35 -10 6.0 -0.8
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.1 12 13 3.4 -3.3
VALQ American Century U.S. Quality Value ETF 0.1 29 -4 6.7 -0.0
IWY iShares Russell Top 200 Growth ETF 0.0 20 5 3.5 -3.2

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

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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

Content on this tab for subscribers only

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:		 State Street 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 14.7 %
Divided by: Fwd. P/BV 2.1 x
Less: Expense ratio 25 bp
Equals: ALTAR Score 6.7 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.62 CATEGORY
AVERAGE		 1.57
 
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.