State Street SPDR Dow Jones REIT ETF
ALTAR
Score™		 7.1% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 14.0x P/Sales
ratio		 6.8x
P/BV
ratio		 2.0x Div.
yield		 3.9%


  • 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) $1,764
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 96
Wgt avg mkt cap (mns) $48,136
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 9.8 %
WELLTOWER, INC. 9.5 %
EQUINIX INC 4.8 %
PUBLIC STORAGE 4.6 %
REALTY INCOME CORP 4.5 %
SIMON PROPERTY GROUP INC 4.5 %
DIGITAL REALTY TRUST INC 4.4 %
VENTAS INC 3.7 %
EXTRA SPACE STORAGE INC 3.1 %
AVALONBAY COMMUNITIES INC 2.6 %
Total 51.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 96.0 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
3.2% 3.2% 6.3% 4.5% 8.2%

Market Correlations
versus... Beta R-squared
S&P500 0.58 40%
MSCI EAFE 0.73 46%
MSCI Emg. Mkts. 0.52 27%

Technical Indicators
Recent close $101.47
30d moving avg. $98.76
Annualized volatility 17.5%
Short interest (ETF) 0.5%
Short interest (Underlying) 3.1%
Relative strength (RSI) 54

Liquidity measures
Avg. volume (thou.) 207
Turnover 1.2%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $4,552

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 550 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™: 7.1%


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 88.0 11 14 7.5 +0.4
USRT iShares Core U.S. REIT ETF 86.7 8 17 7.5 +0.4
FRI First Trust S&P REIT Index Fund 83.7 50 -25 7.1 -0.1
DFAR Dimensional US Real Estate ETF 79.7 19 6 7.7 +0.6
SCHH Schwab U.S. REIT ETF 78.6 7 18 7.7 +0.6
IYR iShares U.S. Real Estate ETF 70.9 40 -15 7.0 -0.1
VNQ Vanguard Real Estate ETF 70.8 13 12 7.0 -0.1
FREL Fidelity MSCI Real Estate Index ETF 69.4 8 17 7.1 +0.0
XLRE Real Estate Select Sector SPDR Fund 68.2 8 17 7.3 +0.2
RWO SPDR Dow Jones Global Real Estate ETF 67.5 50 -25 6.6 -0.6
ICF iShares Cohen & Steers REIT ETF 67.1 33 -8 7.6 +0.5
REET iShares Global REIT ETF 61.5 14 11 7.2 +0.1
DFGR Dimensional Global Real Estate ETF 58.4 22 3 7.3 +0.2
PPTY US Diversified Real Estate ETF 57.4 53 -28 7.7 +0.6
VGSR Vert Global Sustainable Real Estate ETF 55.8 47 -22 7.1 -0.1
JPRE JPMorgan Realty Income ETF 54.8 50 -25 7.5 +0.4
ERET iShares Environmentally Aware Real Estate ETF 54.6 30 -5 6.9 -0.2
AVRE Avantis Real Estate ETF 54.4 17 8 6.9 -0.2
FPRO Fidelity Real Estate Investment ETF 51.7 59 -34 6.0 -1.1
PSR Invesco Active U.S. Real Estate Fund 50.4 35 -10 7.4 +0.3
RITA ETFB Green SRI REITs ETF 50.3 50 -25 5.5 -1.6
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 49.4 40 -15 7.7 +0.6
JRE Janus Henderson U.S. Real Estate ETF 46.1 65 -40 7.5 +0.4
REZ iShares Residential and Multisector Real Estate ETF 43.9 48 -23 6.0 -1.1
GQRE FlexShares Global Quality Real Estate Index Fund 42.7 45 -20 7.4 +0.3
IVRA Invesco Real Assets ESG ETF 37.2 59 -34 6.0 -1.1
BYRE Principal Real Estate Active Opportunities ETF 36.3 65 -40 6.3 -0.9
IRET iREIT - MarketVector Quality REIT Index ETF 36.0 60 -35 6.5 -0.7
SPRE SP Funds S&P Global REIT Sharia ETF 34.0 55 -30 5.6 -1.6
HAUS Residential REIT ETF 32.1 60 -35 3.8 -3.3
NURE Nuveen Short-Term REIT ETF 28.8 35 -10 7.9 +0.8
IQRA IQ CBRE Real Assets ETF 25.2 65 -40 5.4 -1.7
INDS Pacer Industrial Real Estate ETF 24.3 55 -30 6.0 -1.1
BLDG Cambria Global Real Estate ETF 22.4 60 -35 10.9 +3.8
DESK VanEck Office and Commercial REIT ETF 21.6 50 -25 14.4 +7.3
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 21.2 60 -35 5.3 -1.9
REAI Intelligent Real Estate ETF 20.9 59 -34 14.0 +6.9
HOMZ Hoya Capital Housing ETF 20.3 30 -5 8.4 +1.3
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 18.2 7 18 9.9 +2.8
VRAI Virtus Real Asset Income ETF 15.7 55 -30 9.5 +2.4
LVDS JPMorgan Fundamental Data Science Large Value ETF 14.8 49 -24 5.7 -1.4
BIBL Inspire 100 ETF 14.6 35 -10 4.3 -2.8
XMLV Invesco S&P MidCap Low Volatility ETF 13.3 25 0 6.7 -0.4
RDOG ALPS REIT Dividend Dogs ETF 12.7 35 -10 9.9 +2.7
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 11.4 27 -2 6.6 -0.5
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 11.4 30 -5 9.5 +2.4
NETL NETLease Corporate Real Estate ETF 10.7 60 -35 7.7 +0.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 10.3 10 15 3.6 -3.5
RIET Hoya Capital High Dividend Yield ETF 10.2 50 -25 15.9 +8.8
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 9.5 10 15 3.7 -3.5
ABLD Abacus FCF Real Assets Leaders ETF 9.2 69 -44 6.2 -1.0
DTCR Global X Data Center & Digital Infrastructure ETF 9.2 50 -25 3.1 -4.0
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 9.2 41 -16 4.9 -2.3
SRVR Pacer Data & Infrastructure Real Estate ETF 9.2 55 -30 4.1 -3.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 9.0 80 -55 6.7 -0.4
CZA Invesco Zacks Mid-Cap ETF 9.0 72 -47 6.6 -0.5
SPLV Invesco S&P 500 Low Volatility ETF 8.6 25 0 5.1 -2.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 8.6 25 0 5.1 -2.0
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 8.6 12 13 5.3 -1.8
DEW WisdomTree Global High Dividend Fund 8.5 58 -33 7.5 +0.4
DON WisdomTree U.S. MidCap Dividend Fund 8.4 38 -13 8.1 +0.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 8.4 24 1 7.2 +0.1
PSCF Invesco S&P SmallCap Financials ETF 7.9 29 -4 8.4 +1.3
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 7.9 60 -35 6.8 -0.3
SRET Global X SuperDividend REIT ETF 7.8 59 -34 11.1 +4.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 7.2 18 7 6.9 -0.2
ONEY State Street SPDR Russell 1000 Yield Focus ETF 7.1 20 5 9.0 +1.9
FCLD Fidelity Cloud Computing ETF 6.9 39 -14 2.9 -4.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 6.8 15 10 5.2 -1.9
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 6.7 29 -4 6.9 -0.2
ISCV iShares Morningstar Small Cap Value ETF 6.7 6 19 7.4 +0.3
FLDZ RiverNorth Patriot ETF 6.6 75 -50 5.6 -1.6
AGNG Global X Aging Population ETF 6.5 50 -25 4.0 -3.2
EQAL Invesco Russell 1000 Equal Weight ETF 6.5 20 5 6.3 -0.8
TXS Texas Capital Texas Equity Index ETF 6.5 49 -24 5.2 -2.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 6.4 10 15 7.7 +0.6
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 6.4 60 -35 5.1 -2.0
SPDV AAM S&P 500 High Dividend Value ETF 6.3 29 -4 10.4 +3.3
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 6.2 12 13 7.0 -0.1
XSLV Invesco S&P SmallCap Low Volatility ETF 6.0 25 0 7.6 +0.5
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 6.0 20 5 5.4 -1.7
MIDE Xtrackers S&P MidCap 400 ESG ETF 5.9 15 10 6.9 -0.2
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 5.9 56 -31 5.8 -1.4
ERTH Invesco MSCI Sustainable Future ETF 5.9 62 -37 3.1 -4.0
IJJ iShares S&P Mid-Cap 400 Value ETF 5.9 18 7 7.5 +0.4
FVD First Trust Value Line Dividend Index Fund 5.9 65 -40 5.6 -1.5
IWS iShares Russell Mid-Cap Value ETF 5.8 23 2 6.2 -0.9
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.8 20 5 5.6 -1.6
VTWV Vanguard Russell 2000 Value ETF 5.8 10 15 5.7 -1.4
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 5.8 15 10 6.9 -0.2
IWN iShares Russell 2000 Value ETF 5.8 24 1 5.6 -1.5
XJR iShares ESG Screened S&P Small-Cap ETF 5.8 12 13 6.6 -0.6
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 5.7 60 -35 3.5 -3.6
VBR Vanguard Small Cap Value ETF 5.7 7 18 7.8 +0.7
CVY Invesco Zacks Multi-Asset Income ETF 5.7 106 -81 10.2 +3.1
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 5.7 15 10 7.6 +0.5
MILN Global X Millennial Consumer ETF 5.7 50 -25 3.4 -3.7
HUSV First Trust Horizon Managed Volatility Domestic ETF 5.6 70 -45 4.5 -2.6
BLES Inspire Global Hope ETF 5.6 61 -36 6.0 -1.1
FNDA Schwab Fundamental US Small Co. Index ETF 5.6 25 0 6.6 -0.6
FMET Fidelity Metaverse ETF 5.5 39 -14 4.3 -2.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 5.5 15 10 6.6 -0.5
VIOG Vanguard S&P Small-Cap 600 Growth ETF 5.5 10 15 4.7 -2.4
DIVG Invesco S&P 500 High Dividend Growers ETF 5.5 39 -14 7.6 +0.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 5.5 4 21 5.0 -2.1
ULVM VictoryShares US Value Momentum ETF 5.4 20 5 6.4 -0.7
DES WisdomTree U.S. SmallCap Dividend Fund 5.4 38 -13 8.0 +0.9
KBWY Invesco KBW Premium Yield Equity REIT ETF 5.4 35 -10 5.9 -1.3
RJDI RJ Eagle GCM Dividend Select Income ETF 5.4 55 -30 4.8 -2.3
JHSC John Hancock Multifactor Small Cap ETF 5.4 42 -17 5.7 -1.5
XJH iShares ESG Screened S&P Mid-Cap ETF 5.3 12 13 6.1 -1.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 5.3 15 10 6.2 -0.9
IJR iShares Core S&P Small Cap ETF 5.2 6 19 6.6 -0.6
FDVV Fidelity High Dividend ETF 5.2 15 10 6.9 -0.2
ISCB iShares Morningstar Small-Cap ETF 5.2 4 21 5.0 -2.1
PTL Inspire 500 ETF 5.2 9 16 4.7 -2.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 5.1 7 18 4.9 -2.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 5.1 24 1 6.4 -0.7
STXM Strive Mid-Cap ETF 5.1 18 7 5.4 -1.8
RDIV Invesco S&P Ultra Dividend Revenue ETF 5.1 39 -14 10.7 +3.6
FSMD Fidelity Small-Mid Multifactor ETF 5.1 15 10 6.0 -1.1
VIOO Vanguard S&P Small-Cap 600 ETF 5.0 7 18 6.6 -0.5
SCHM Schwab U.S. Mid-Cap ETF 5.0 4 21 5.9 -1.2
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 4.9 3 22 6.6 -0.5
NUSC Nuveen ESG Small-Cap ETF 4.9 31 -6 4.5 -2.7
PFI Invesco Dorsey Wright Financial Momentum ETF 4.8 60 -35 4.2 -2.9
SIXL ETC 6 Meridian Low Beta Equity ETF 4.8 80 -55 5.7 -1.5
VB Vanguard Small-Cap ETF 4.8 5 20 5.2 -1.9
BWEB Bitwise Web3 ETF 4.8 85 -60 -0.1 -7.2
MDY SPDR S&P Midcap 400 ETF Trust 4.8 24 1 6.0 -1.2
IJH iShares Core S&P Mid-Cap ETF 4.8 5 20 6.2 -1.0
FMDE Fidelity Enhanced Mid Cap ETF 4.7 23 2 5.1 -2.0
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 4.7 39 -14 4.2 -2.9
ICAP InfraCap Equity Income Fund ETF 4.7 171 -146 3.7 -3.4
IJT iShares S&P Small-Cap 600 Growth ETF 4.6 18 7 4.6 -2.6
IJS iShares S&P Small-Cap 600 Value ETF 4.6 18 7 8.5 +1.4
IWR iShares Russell Midcap ETF 4.6 19 6 5.4 -1.7
BKSE BNY Mellon US Small Cap Core Equity ETF 4.6 4 21 5.0 -2.1
IVOO Vanguard S&P Mid-Cap 400 ETF 4.5 7 18 6.2 -0.9
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 4.5 3 22 6.2 -0.9
STXK Strive Small-Cap ETF 4.5 18 7 5.2 -1.9
NUMV Nuveen ESG Mid-Cap Value ETF 4.5 31 -6 6.0 -1.1
TBG TBG Dividend Focus ETF 4.5 59 -34 7.1 -0.1
RSP Invesco S&P 500 Equal Weight ETF 4.5 20 5 5.9 -1.3
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 4.5 15 10 4.6 -2.5
ISMD Inspire Small/Mid Cap ETF 4.5 54 -29 4.6 -2.6
SLYV State Street SPDR S&P 600 Small Cap Value ETF 4.4 15 10 8.5 +1.4
SDG iShares MSCI Global Sustainable Development Goals ETF 4.4 49 -24 4.8 -2.3
WCEO Hypatia Women CEO ETF 4.4 85 -60 2.8 -4.3
SIZE iShares MSCI USA Size Factor ETF 4.4 15 10 5.5 -1.7
SFYX SoFi Next 500 ETF 4.4 0 25 4.9 -2.2
XOEF iShares S&P 500 ex S&P 100 ETF 4.4 20 5 4.8 -2.3
SDY State Street SPDR S&P Dividend ETF 4.3 35 -10 6.1 -1.1
EUSA iShares MSCI USA Equal Weighted ETF 4.3 9 16 5.5 -1.6
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.2 25 0 6.8 -0.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 4.1 70 -45 1.6 -5.5
DTD WisdomTree U.S. Total Dividend Fund 4.1 28 -3 5.6 -1.5
NUDV Nuveen ESG Dividend ETF 4.1 26 -1 6.6 -0.5
MBCC Monarch Blue Chips Core ETF 4.1 125 -100 3.5 -3.6
QDF FlexShares Quality Dividend Index Fund 4.0 37 -12 5.4 -1.7
IMCV iShares Morningstar Mid-Cap Value ETF 4.0 6 19 7.2 +0.1
CLOU Global X Cloud Computing ETF 3.9 68 -43 2.6 -4.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3.9 9 16 3.4 -3.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 3.8 10 15 8.4 +1.3
SCHA Schwab U.S. Small-Cap ETF 3.8 4 21 4.8 -2.3
MAGA Point Bridge America First ETF 3.8 72 -47 5.6 -1.5
BEEZ Honeytree U.S. Equity ETF 3.8 64 -39 3.2 -3.9
JPSV JPMorgan Active Small Cap Value ETF 3.8 74 -49 7.5 +0.4
EZM WisdomTree U.S. MidCap Fund 3.7 38 -13 7.5 +0.4
QUVU Hartford Quality Value ETF 3.7 46 -21 6.6 -0.6
ISCG iShares Morningstar Small-Cap Growth ETF 3.7 6 19 2.5 -4.7
IGPT Invesco AI and Next Gen Software ETF 3.7 60 -35 3.3 -3.8
IJK iShares S&P Mid-Cap 400 Growth ETF 3.7 17 8 4.8 -2.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 3.7 17 8 5.1 -2.0
QDEF FlexShares Quality Dividend Defensive Index Fund 3.7 37 -12 5.3 -1.9
VBK Vanguard Small-Cap Growth ETF 3.6 7 18 1.5 -5.7
SMLF iShares U.S. SmallCap Equity Factor ETF 3.6 15 10 5.2 -2.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 3.6 35 -10 5.5 -1.6
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.5 29 -4 6.3 -0.8
SWP SWP Growth & Income ETF 3.5 99 -74 3.6 -3.5
VOT Vanguard Mid-Cap Growth ETF 3.5 7 18 3.0 -4.2
VO Vanguard Mid-Cap ETF 3.5 4 21 5.3 -1.9
VOE Vanguard Mid-Cap Value ETF 3.5 7 18 6.8 -0.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 3.5 39 -14 2.7 -4.5
FLQS Franklin U.S. Small Cap Multifactor Index ETF 3.5 35 -10 6.4 -0.7
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.5 30 -5 6.9 -0.2
YLDE ClearBridge Dividend Strategy ESG ETF 3.4 60 -35 5.0 -2.1
ETHO Etho Climate Leadership U.S. ETF 3.4 47 -22 4.7 -2.5
FUNL CornerCap Fundametrics Large-Cap ETF 3.4 50 -25 6.3 -0.8
XMMO Invesco S&P MidCap Momentum ETF 3.4 34 -9 3.6 -3.5
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 3.4 15 10 4.8 -2.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.4 12 13 4.3 -2.8
OSCV Opus Small Cap Value ETF 3.4 79 -54 6.1 -1.0
JHMM John Hancock Multifactor Mid Cap ETF 3.3 42 -17 5.4 -1.8
PSC Principal U.S. Small-Cap ETF 3.3 38 -13 5.8 -1.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.3 9 16 5.4 -1.7
RSSL Global X Russell 2000 ETF 3.3 8 17 3.1 -4.0
IWM iShares Russell 2000 ETF 3.3 19 6 3.1 -4.0
VXF Vanguard Extended Market ETF 3.3 5 20 3.9 -3.3
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 3.2 20 5 7.1 0.0
UDI USCF Dividend Income Fund 3.2 65 -40 7.2 +0.1
BDIV AAM Brentview Dividend Growth ETF 3.1 49 -24 3.7 -3.4
FNX First Trust Mid Cap Core AlphaDEX Fund 3.1 60 -35 5.8 -1.3
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 3.1 12 13 6.6 -0.5
GVUS Marketbeta Russell 1000 Value Equity ETF 3.1 12 13 5.7 -1.4
IWD iShares Russell 1000 Value ETF 3.1 19 6 5.6 -1.6
DLN WisdomTree U.S. LargeCap Dividend Fund 3.0 28 -3 5.3 -1.8
VONV Vanguard Russell 1000 Value ETF 3.0 7 18 5.7 -1.4
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.0 35 -10 6.2 -0.9
IMCB iShares Morningstar Mid-Cap ETF 3.0 4 21 5.5 -1.7
VTWO Vanguard Russell 2000 ETF 2.9 7 18 3.2 -3.9
NIXT Research Affiliates Deletions ETF 2.9 9 16 7.4 +0.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.9 10 15 4.9 -2.2
SSPY Syntax Stratified LargeCap ETF 2.8 30 -5 5.9 -1.2
SCHV Schwab U.S. Large-Cap Value ETF 2.8 4 21 5.8 -1.3
USXF iShares ESG Advanced MSCI USA ETF 2.7 10 15 3.9 -3.2
SIXG Defiance Connective Technologies ETF 2.7 30 -5 3.4 -3.7
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.7 60 -35 5.5 -1.6
FAB First Trust Multi Cap Value AlphaDEX Fund 2.7 67 -42 8.7 +1.5
DEUS Xtrackers Russell US Multifactor ETF 2.6 17 8 6.0 -1.2
VEGN US Vegan Climate ETF 2.6 60 -35 3.8 -3.3
FELV Fidelity Enhanced Large Cap Value ETF 2.6 18 7 5.9 -1.2
SMMD iShares Russell 2500 ETF 2.6 15 10 5.7 -1.4
NXTG First Trust Indxx NextG ETF 2.6 70 -45 4.4 -2.7
KONG Formidable Fortress ETF 2.6 89 -64 5.0 -2.2
INCE Franklin Income Equity Focus ETF 2.6 29 -4 5.0 -2.2
CGDG Capital Group Dividend Growers ETF 2.6 47 -22 5.3 -1.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.6 64 -39 0.9 -6.3
FYX First Trust Small Cap Core AlphaDEX Fund 2.5 61 -36 4.9 -2.2
FESM Fidelity Enhanced Small Cap ETF 2.5 28 -3 2.7 -4.4
ROSC Hartford Multifactor Small Cap ETF 2.5 34 -9 7.8 +0.7
TMFG Motley Fool Global Opportunities ETF 2.5 85 -60 3.5 -3.6
FCPI Fidelity Stocks for Inflation ETF 2.5 15 10 6.9 -0.3
IUSV iShares Core S&P US Value ETF 2.4 4 21 5.7 -1.5
JHDV John Hancock U.S. High Dividend ETF 2.4 34 -9 5.9 -1.2
VFMV Vanguard U.S. Minimum Volatility ETF 2.4 13 12 5.2 -1.9
AFMC First Trust Active Factor Mid Cap ETF 2.4 65 -40 6.9 -0.2
FNK First Trust Mid Cap Value AlphaDEX Fund 2.4 70 -45 9.2 +2.1
REVS Columbia Research Enhanced Value ETF 2.4 19 6 6.9 -0.2
FMKT The Free Markets ETF 2.3 76 -51 3.8 -3.3
JPEF JPMorgan Equity Focus ETF 2.3 50 -25 3.9 -3.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.3 10 15 4.5 -2.6
AIPO Defiance AI & Power Infrastructure ETF 2.3 69 -44 0.9 -6.2
BEEX BeeHive ETF 2.3 84 -59 3.6 -3.5
JAVA JPMorgan Active Value ETF 2.2 44 -19 5.5 -1.7
IVE iShares S&P 500 Value ETF 2.2 18 7 5.4 -1.7
KNCT Invesco Next Gen Connectivity ETF 2.2 40 -15 4.0 -3.2
DIVB iShares Core Dividend ETF 2.2 5 20 7.3 +0.2
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.2 4 21 5.5 -1.6
CAML Congress Large Cap Growth ETF 2.2 66 -41 2.5 -4.6
RFFC ALPS Active Equity Opportunity ETF 2.2 48 -23 3.6 -3.5
MCDS JPMorgan Fundamental Data Science Mid Core ETF 2.2 35 -10 4.9 -2.2
GLBL Pacer MSCI World Industry Advantage ETF 2.2 65 -40 3.5 -3.7
NULC Nuveen ESG Large-Cap ETF 2.1 21 4 4.4 -2.7
SMDV ProShares Russell 2000 Dividend Growers ETF 2.1 40 -15 6.8 -0.3
EES WisdomTree U.S. SmallCap Fund 2.1 38 -13 7.5 +0.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.1 20 5 4.7 -2.4
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 2.1 55 -30 9.1 +2.0
FYT First Trust Small Cap Value AlphaDEX Fund 2.1 73 -48 10.2 +3.0
FEX First Trust Large Cap Core AlphaDEX Fund 2.1 59 -34 5.0 -2.1
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.1 15 10 4.2 -2.9
SPXT ProShares S&P 500 Ex-Technology ETF 2.0 9 16 4.8 -2.3
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.0 40 -15 6.6 -0.5
SMAP Amplify Small-Mid Cap Equity ETF 2.0 60 -35 4.7 -2.4
AFLG First Trust Active Factor Large Cap ETF 2.0 55 -30 5.4 -1.8
YALL God Bless America ETF 2.0 65 -40 3.9 -3.2
CHGX AXS Change Finance ESG ETF 2.0 49 -24 4.4 -2.7
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.0 19 6 4.8 -2.3
BEDZ AdvisorShares Hotel ETF 2.0 100 -75 6.2 -1.0
FPX First Trust US Equity Opportunities ETF 2.0 61 -36 0.8 -6.3
FLQL Franklin LibertyQ U.S. Equity ETF 2.0 15 10 4.5 -2.6
XMAG Defiance Large Cap ex-Mag 7 ETF 2.0 35 -10 4.5 -2.6
SCDS JPMorgan Fundamental Data Science Small Core ETF 2.0 40 -15 4.1 -3.0
ESGV Vanguard ESG U.S. Stock ETF 1.9 9 16 4.1 -3.0
VOOV Vanguard S&P 500 Value ETF 1.9 7 18 5.5 -1.6
VTV Vanguard Value ETF 1.9 4 21 6.0 -1.1
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.9 43 -18 5.1 -2.1
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.9 5 20 7.1 -0.0
FTC First Trust Large Cap Growth AlphaDEX Fund 1.9 59 -34 1.6 -5.6
KLMN Invesco MSCI North America Climate ETF 1.9 9 16 4.3 -2.8
HGRO Hedgeye Quality Growth ETF 1.9 70 -45 2.9 -4.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.9 9 16 4.2 -3.0
JEPI JPMorgan Equity Premium Income ETF 1.9 35 -10 4.9 -2.2
RBLD First Trust Alerian US NextGen Infrastructure ETF 1.9 65 -40 4.2 -2.9
IMCG iShares Morningstar Mid-Cap Growth ETF 1.9 6 19 3.6 -3.5
TCAI Tortoise AI Infrastructure ETF 1.9 65 -40 1.9 -5.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.9 18 7 5.0 -2.1
DIV Global X SuperDividend US ETF 1.8 45 -20 10.5 +3.4
PRF Invesco FTSE RAFI US 1000 ETF 1.8 39 -14 5.9 -1.3
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.8 50 -25 7.6 +0.5
PRXV Praxis Impact Large Cap Value ETF 1.8 36 -11 5.8 -1.3
DIVL Madison Dividend Value ETF 1.8 65 -40 4.7 -2.4
FDWM Fidelity Women's Leadership ETF 1.8 59 -34 4.2 -2.9
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.8 52 -27 5.5 -1.6
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.8 47 -22 5.8 -1.4
SPVM Invesco S&P 500 Value with Momentum ETF 1.8 39 -14 6.7 -0.5
TEXN iShares Texas Equity ETF 1.8 20 5 5.5 -1.7
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.8 20 5 5.7 -1.4
FTCS First Trust Capital Strength ETF 1.8 55 -30 4.9 -2.2
DSI iShares MSCI KLD 400 Social ETF 1.8 25 0 4.1 -3.0
VLU State Street SPDR S&P 1500 Value Tilt ETF 1.7 12 13 6.4 -0.7
ADME Aptus Drawdown Managed Equity ETF 1.7 79 -54 3.3 -3.8
JVAL JPMorgan U.S. Value Factor ETF 1.7 12 13 6.9 -0.3
DHS WisdomTree U.S. High Dividend Fund 1.7 38 -13 7.2 +0.1
IWX iShares Russell Top 200 Value ETF 1.7 20 5 5.2 -1.9
NULV Nuveen ESG Large-Cap Value ETF 1.7 26 -1 5.5 -1.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.7 30 -5 3.9 -3.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.7 25 0 4.7 -2.4
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.7 25 0 10.7 +3.5
HDUS Hartford Disciplined US Equity ETF 1.7 19 6 5.0 -2.2
TMDV ProShares Russell US Dividend Growers ETF 1.7 35 -10 6.2 -1.0
AIEQ AI Powered Equity ETF 1.7 75 -50 4.0 -3.1
STXV Strive 1000 Value ETF 1.7 18 7 7.1 -0.0
SVAL iShares US Small Cap Value Factor ETF 1.7 20 5 7.7 +0.6
DSPY Tema S&P 500 Historical Weight ETF 1.6 18 7 4.5 -2.7
TOPC iShares S&P 500 3% Capped ETF 1.6 15 10 4.4 -2.7
VTI Vanguard Total Stock Market ETF 1.6 3 22 4.2 -2.9
IWV iShares Russell 3000 ETF 1.6 20 5 4.0 -3.1
JMOM JPMorgan U.S. Momentum Factor ETF 1.6 12 13 3.8 -3.3
HAPI Harbor Human Capital Factor US Large Cap ETF 1.6 36 -11 4.3 -2.9
VTHR Vanguard Russell 3000 ETF 1.6 7 18 4.2 -3.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.6 8 17 4.3 -2.8
TMFS Motley Fool Small-Cap Growth ETF 1.6 85 -60 2.3 -4.8
PY Principal Value ETF 1.6 15 10 6.5 -0.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.6 3 22 4.2 -3.0
SCHB Schwab U.S. Broad Market ETF 1.6 3 22 4.3 -2.9
JHML John Hancock Multifactor Large Cap ETF 1.6 29 -4 4.6 -2.5
BGIG Bahl & Gaynor Income Growth ETF 1.6 45 -20 4.6 -2.5
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.5 20 5 4.6 -2.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.5 32 -7 4.3 -2.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.5 7 18 4.5 -2.7
STXD Strive 1000 Dividend Growth ETF 1.5 35 -10 4.2 -2.9
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.5 3 22 4.4 -2.7
FTA First Trust Large Cap Value AlphaDEX Fund 1.5 59 -34 7.8 +0.7
IWB iShares Russell 1000 ETF 1.5 15 10 4.2 -3.0
YOKE Yoke Core ETF 1.5 42 -17 4.0 -3.1
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.5 75 -50 2.2 -5.0
VONE Vanguard Russell 1000 ETF 1.5 7 18 4.3 -2.9
SUSA iShares MSCI USA ESG Select ETF 1.5 25 0 3.9 -3.2
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.5 35 -10 3.0 -4.1
SNPE Xtrackers S&P 500 ESG ETF 1.5 10 15 4.3 -2.8
FDLO Fidelity Low Volatility Factor ETF 1.5 15 10 4.8 -2.3
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.5 60 -35 8.8 +1.7
XVV iShares ESG Screened S&P 500 ETF 1.5 8 17 4.1 -3.0
SCHK Schwab 1000 Index ETF 1.5 5 20 4.3 -2.9
IYY iShares Dow Jones U.S. ETF 1.5 20 5 4.1 -3.0
EVUS iShares ESG Aware MSCI USA Value ETF 1.5 18 7 5.6 -1.5
SPXV ProShares S&P 500 Ex-Health Care ETF 1.5 9 16 4.0 -3.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.4 11 14 4.2 -2.9
FYC First Trust Small Cap Growth AlphaDEX Fund 1.4 71 -46 -1.3 -8.4
DEMZ Democratic Large Cap Core ETF 1.4 45 -20 3.8 -3.3
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.4 39 -14 8.2 +1.1
VLUE iShares MSCI USA Value Factor ETF 1.4 15 10 7.9 +0.8
ILCV iShares Morningstar Value ETF 1.4 4 21 5.6 -1.6
SCHX Schwab U.S. Large-Cap ETF 1.4 3 22 4.3 -2.9
JQUA JPMorgan U.S. Quality Factor ETF 1.4 12 13 5.1 -2.1
PBUS Invesco MSCI USA ETF 1.4 4 21 4.2 -2.9
OPTZ Optimize Strategy Index ETF 1.4 50 -25 4.1 -3.0
GSPY Gotham Enhanced 500 ETF 1.4 50 -25 4.4 -2.7
ZECP Zacks Earnings Consistent Portfolio ETF 1.4 55 -30 4.2 -3.0
FLRG Fidelity U.S. Multifactor ETF 1.4 15 10 6.0 -1.1
GOP Unusual Whales Subversive Republican Trading ETF 1.4 50 -25 4.6 -2.5
FNDB Schwab Fundamental US Broad Market Index ETF 1.4 25 0 6.3 -0.8
STXG Strive 1000 Growth ETF 1.4 18 7 3.1 -4.0
SPXE ProShares S&P 500 Ex-Energy ETF 1.4 9 16 4.1 -3.0
AUSF Global X Adaptive U.S. Factor ETF 1.4 27 -2 7.9 +0.8
QUAL iShares MSCI USA Quality Factor ETF 1.4 15 10 4.4 -2.8
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.4 20 5 4.0 -3.1
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.4 30 -5 4.0 -3.1
GLRY Inspire Faithward Mid Cap Momentum ETF 1.4 80 -55 5.0 -2.1
CHRI Global X S&P 500 Christian Values ETF 1.4 29 -4 3.9 -3.2
CATH Global X S&P 500 Catholic Values Custom ETF 1.4 29 -4 4.0 -3.1
DGT State Street SPDR Global Dow ETF 1.3 50 -25 5.9 -1.2
IVV iShares Core S&P 500 ETF 1.3 3 22 4.2 -2.9
SPY SPDR S&P 500 ETF 1.3 9 16 4.2 -3.0
SPYM State Street SPDR Portfolio S&P 500 ETF 1.3 2 23 4.2 -2.9
FQAL Fidelity Quality Factor ETF 1.3 15 10 4.8 -2.3
VOO Vanguard S&P 500 ETF 1.3 3 22 4.3 -2.9
APUE ActivePassive U.S. Equity ETF 1.3 45 -20 3.9 -3.2
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -55 6.1 -1.1
LRGC AB US Large Cap Strategic Equities ETF 1.3 48 -23 3.8 -3.3
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.3 40 -15 3.2 -4.0
QVML Invesco S&P 500 QVM Multi-factor ETF 1.3 11 14 4.4 -2.7
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 15 5.0 -2.2
WOMN Impact Shares YWCA Women's Empowerment ETF 1.3 75 -50 4.9 -2.3
MTUM iShares MSCI USA Momentum Factor ETF 1.3 15 10 2.7 -4.5
SGLC SGI U.S. Large Cap Core ETF 1.3 85 -60 3.3 -3.8
RAFE PIMCO RAFI ESG U.S. ETF 1.3 29 -4 6.1 -1.1
CVAR Cultivar ETF 1.3 87 -62 6.6 -0.5
PFM Invesco Dividend Achievers ETF 1.3 53 -28 4.6 -2.5
SIXS ETC 6 Meridian Small Cap Equity ETF 1.3 89 -64 8.5 +1.3
RAUS RACWI US ETF 1.3 15 10 4.2 -2.9
SUSL iShares ESG MSCI USA Leaders ETF 1.3 10 15 4.1 -3.0
FDRR Fidelity Dividend ETF for Rising Rates 1.3 15 10 6.1 -1.0
SFYF SoFi Social 50 ETF 1.2 29 -4 0.9 -6.3
FVAL Fidelity Value Factor ETF 1.2 15 10 5.9 -1.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.2 10 15 4.2 -3.0
SPGP Invesco S&P 500 GARP ETF 1.2 34 -9 5.7 -1.4
BKLC BNY Mellon US Large Cap Core Equity ETF 1.2 0 25 4.3 -2.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.2 2 23 4.3 -2.8
GXLC Global X U.S. 500 ETF 1.2 2 23 4.1 -3.0
FDMO Fidelity Momentum Factor ETF 1.2 15 10 3.0 -4.1
LOWV AB US Low Volatility Equity ETF 1.2 48 -23 4.6 -2.5
ILCB iShares Morningstar U.S. Equity ETF 1.2 3 22 4.2 -3.0
VV Vanguard Large-Cap ETF 1.2 4 21 4.2 -3.0
QLC FlexShares US Quality Large Cap Index Fund 1.2 25 0 4.5 -2.6
STRV Strive 500 ETF 1.2 5 20 4.1 -3.0
VOTE TCW Transform 500 ETF 1.2 5 20 4.2 -2.9
ESGU iShares ESG Aware MSCI USA ETF 1.2 15 10 4.2 -3.0
GURU Global X Guru Index ETF 1.2 75 -50 2.4 -4.7
SPMO Invesco S&P 500 Momentum ETF 1.2 13 12 3.5 -3.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.2 20 5 4.3 -2.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.1 45 -20 3.6 -3.5
SFY SoFi Select 500 ETF 1.1 0 25 3.8 -3.3
ACVF American Conservative Values ETF 1.1 75 -50 3.6 -3.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.1 7 18 4.2 -3.0
TOV JLens 500 Jewish Advocacy U.S. ETF 1.1 18 7 4.0 -3.1
INRO iShares U.S. Industry Rotation Active ETF 1.1 42 -17 4.0 -3.2
AFSM First Trust Active Factor Small Cap ETF 1.1 75 -50 6.4 -0.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.1 75 -50 3.3 -3.8
KRMA Global X Conscious Companies ETF 1.1 43 -18 5.2 -1.9
LRGF iShares U.S. Equity Factor ETF 1.1 8 17 4.7 -2.4
FELC Fidelity Enhanced Large Cap Core ETF 1.1 18 7 4.5 -2.6
RVRB Reverb ETF 1.1 30 -5 4.0 -3.2
STOX Horizon Core Equity ETF 1.1 70 -45 3.6 -3.6
SFTY Horizon Managed Risk ETF 1.1 77 -52 3.5 -3.6
DTEC ALPS Disruptive Technologies ETF 1.1 50 -25 3.3 -3.8
TMFX Motley Fool Next Index ETF 1.0 50 -25 2.7 -4.5
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.0 49 -24 8.1 +0.9
CGDV Capital Group Dividend Value ETF 1.0 33 -8 4.0 -3.1
NACP Impact Shares NAACP Minority Empowerment ETF 1.0 49 -24 4.0 -3.1
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.0 60 -35 4.1 -3.1
FNDX Schwab Fundamental US Large Co. Index ETF 1.0 25 0 6.3 -0.8
TOK iShares MSCI Kokusai ETF 1.0 26 -1 4.3 -2.8
SNPG Xtrackers S&P 500 Growth ESG ETF 1.0 15 10 3.7 -3.4
EQWL Invesco S&P 100 Equal Weight ETF 1.0 25 0 5.4 -1.7
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -50 6.3 -0.8
CALF Pacer US Small Cap Cash Cows 100 ETF 1.0 59 -34 9.1 +2.0
IWO iShares Russell 2000 Growth ETF 1.0 24 1 0.6 -6.5
VT Vanguard Total World Stock ETF 1.0 6 19 5.1 -2.0
KOKU Xtrackers MSCI Kokusai Equity ETF 1.0 9 16 4.5 -2.6
RWK Invesco S&P MidCap 400 Revenue ETF 1.0 39 -14 8.1 +1.0
ROE Astoria US Quality Kings ETF 1.0 49 -24 5.5 -1.6
BLCV iShares Large Cap Value Active ETF 1.0 53 -28 6.4 -0.7
RECS Columbia Research Enhanced Core ETF 1.0 15 10 5.0 -2.1
XSMO Invesco S&P SmallCap Momentum ETF 1.0 39 -14 3.8 -3.3
MGK Vanguard Mega Cap Growth ETF 1.0 7 18 3.4 -3.7
ILCG iShares Morningstar Growth ETF 1.0 4 21 3.0 -4.1
URTH iShares MSCI World ETF 1.0 24 1 4.4 -2.7
USMV iShares MSCI USA Min Vol Factor ETF 0.9 15 10 5.0 -2.1
XMVM Invesco S&P MidCap Value with Momentum ETF 0.9 39 -14 8.4 +1.3
MGV Vanguard Mega Cap Value ETF 0.9 7 18 5.7 -1.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.9 14 11 4.2 -2.9
FFND Future Fund Active ETF 0.9 100 -75 3.1 -4.0
XDAT Franklin Exponential Data ETF 0.9 50 -25 2.0 -5.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 5 4.8 -2.4
DVND Touchstone Dividend Select ETF 0.9 67 -42 4.9 -2.3
PRAY FIS Christian Stock Fund 0.9 69 -44 4.3 -2.9
ACWI iShares MSCI ACWI ETF 0.9 32 -7 4.7 -2.4
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.9 60 -35 4.5 -2.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.8 9 16 4.9 -2.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.8 29 -4 5.5 -1.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.8 9 16 4.6 -2.5
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 -4 4.2 -2.9
VOOG Vanguard S&P 500 Growth ETF 0.8 7 18 3.3 -3.8
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -50 4.4 -2.7
VUG Vanguard Growth ETF 0.8 4 21 3.3 -3.8
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.8 45 -20 2.1 -5.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.8 30 -5 5.6 -1.5
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.8 12 13 3.4 -3.8
VTWG Vanguard Russell 2000 Growth ETF 0.8 10 15 0.8 -6.4
USMF WisdomTree U.S. Multifactor Fund 0.8 28 -3 6.4 -0.7
FDFF Fidelity Disruptive Finance ETF 0.8 50 -25 4.0 -3.2
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.8 15 10 5.0 -2.2
MGC Vanguard Mega Cap ETF 0.8 7 18 4.0 -3.2
BUYZ Franklin Disruptive Commerce ETF 0.8 50 -25 2.0 -5.1
HAPS Harbor Human Capital Factor US Small Cap ETF 0.7 60 -35 3.3 -3.8
WLDR Affinity World Leaders Equity ETF 0.7 67 -42 6.4 -0.7
IWL iShares Russell Top 200 ETF 0.7 15 10 3.9 -3.3
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.7 30 -5 15.2 +8.1
HLAL Wahed FTSE USA Shariah ETF 0.7 50 -25 3.9 -3.2
PRXG Praxis Impact Large Cap Growth ETF 0.7 36 -11 2.8 -4.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.7 29 -4 3.8 -3.3
IUSG iShares Core S&P U.S. Growth ETF 0.7 4 21 3.4 -3.8
FSST Fidelity Sustainable U.S. Equity ETF 0.7 59 -34 3.6 -3.5
FEGE First Eagle Global Equity ETF 0.7 79 -54 5.6 -1.6
CGUS Capital Group Core Equity ETF 0.7 33 -8 3.8 -3.4
CSMD Congress SMid Growth ETF 0.6 69 -44 3.1 -4.0
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.6 70 -45 4.0 -3.1
TMFC Motley Fool 100 Index ETF 0.6 50 -25 2.9 -4.2
SDIV Global X Superdividend ETF 0.6 58 -33 15.3 +8.1
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.6 35 -10 6.4 -0.7
XSHQ Invesco S&P SmallCap Quality ETF 0.6 29 -4 6.6 -0.5
JSML Janus Henderson Small Cap Growth Alpha ETF 0.6 30 -5 7.0 -0.2
MBOX Freedom Day Dividend ETF 0.6 39 -14 6.7 -0.5
NULG Nuveen ESG Large-Cap Growth ETF 0.6 26 -1 2.7 -4.4
EGUS iShares ESG Aware MSCI USA Growth ETF 0.6 18 7 2.9 -4.2
VSLU Applied Finance Valuation Large Cap ETF 0.6 49 -24 4.7 -2.4
IWP iShares Russell Mid-Cap Growth ETF 0.6 23 2 2.6 -4.5
EPS WisdomTree U.S. LargeCap Fund 0.6 8 17 5.0 -2.1
FFLC Fidelity Fundamental Large Cap Core ETF 0.6 38 -13 3.9 -3.3
IVW iShares S&P 500 Growth ETF 0.5 18 7 3.2 -4.0
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.5 4 21 3.3 -3.8
RPV Invesco S&P 500 Pure Value ETF 0.5 35 -10 9.0 +1.8
RWL Invesco S&P 500 Revenue ETF 0.5 39 -14 5.9 -1.2
RCGE RockCreek Global Equality ETF 0.5 95 -70 6.0 -1.1
ROUS Hartford Multifactor US Equity ETF 0.5 19 6 6.0 -1.1
QLV FlexShares US Quality Low Volatility Index Fund 0.5 22 3 5.1 -2.0
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 -17 4.7 -2.4
WDIV SPDR S&P Global Dividend ETF 0.5 40 -15 8.3 +1.2
FBCG Fidelity Blue Chip Growth ETF 0.5 59 -34 2.2 -4.9
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -54 4.8 -2.3
RFV Invesco S&P Midcap 400 Pure Value ETF 0.5 35 -10 11.6 +4.5
SNPV Xtrackers S&P 500 Value ESG ETF 0.4 15 10 6.1 -1.0
QWLD SPDR MSCI World StrategicFactors ETF 0.4 30 -5 5.1 -2.0
MGMT Ballast Small/Mid Cap ETF 0.4 110 -85 6.6 -0.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.4 19 6 5.3 -1.8
GINN Goldman Sachs Innovate Equity ETF 0.4 52 -27 3.2 -3.9
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 -35 -0.9 -8.0
IWC iShares Micro-Cap ETF 0.3 60 -35 -1.3 -8.4
SCHG Schwab U.S. Large-Cap Growth ETF 0.3 4 21 3.1 -4.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.3 60 -35 3.3 -3.8
ACWV iShares MSCI Global Min Vol Factor ETF 0.3 20 5 5.3 -1.8
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.3 35 -10 8.5 +1.4
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 4 3.1 -4.0
LQPE PEO AlphaQuest Thematic PE ETF 0.3 125 -100 6.1 -1.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.3 25 0 5.4 -1.7
DAK Dakota Active Equity ETF 0.2 43 -18 3.7 -3.4
IETC iShares U.S. Tech Independence Focused ETF 0.2 18 7 2.9 -4.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.2 35 -10 5.0 -2.1
IEDI iShares U.S. Consumer Focused ETF 0.2 18 7 4.5 -2.6
GEW Cambria Global EW ETF 0.2 29 -4 5.3 -1.8
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 0.2 15 10 3.4 -3.8
IUS Invesco RAFI Strategic US ETF 0.2 19 6 5.9 -1.2
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.2 25 0 4.2 -3.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.2 65 -40 1.7 -5.4
DIVE Dana Concentrated Dividend ETF 0.2 65 -40 6.6 -0.5
FELG Fidelity Enhanced Large Cap Growth ETF 0.2 18 7 3.8 -3.3
PKW Invesco Buyback Achievers ETF 0.1 62 -37 7.0 -0.2
OEF iShares S&P 100 ETF 0.1 20 5 3.8 -3.3
GLOF iShares Global Equity Factor ETF 0.1 20 5 5.9 -1.2
FDM First Trust Dow Jones Select MicroCap Index Fund 0.1 60 -35 6.9 -0.2
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.1 36 -11 9.3 +2.2
RAYD Rayliant Quantitative Developed Market Equity ETF 0.1 80 -55 4.5 -2.7
EBI Longview Advantage ETF 0.1 35 -10 5.7 -1.4
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.1 12 13 3.7 -3.5
IWF iShares Russell 1000 Growth ETF 0.1 19 6 3.2 -3.9
VONG Vanguard Russell 1000 Growth ETF 0.1 7 18 3.5 -3.6
VALQ American Century U.S. Quality Value ETF 0.1 29 -4 6.7 -0.5
IWY iShares Russell Top 200 Growth ETF 0.0 20 5 3.3 -3.8

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
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EPS growth   **% **% **% **% **% **%

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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
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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 14.5 %
Divided by: Fwd. P/BV 2.0 x
Less: Expense ratio 25 bp
Equals: ALTAR Score 7.1 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.60 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.