State Street SPDR Dow Jones REIT ETF
ALTAR
Score™		 7.7% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 13.8x P/Sales
ratio		 6.7x
P/BV
ratio		 1.9x Div.
yield		 4.0%


  • 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) $1,604
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 97
Wgt avg mkt cap (mns) $44,840
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. 11.7 %
PROLOGIS INC 10.8 %
SIMON PROPERTY GROUP INC 4.5 %
EQUINIX INC 4.3 %
REALTY INCOME CORP 4.2 %
PUBLIC STORAGE 4.1 %
DIGITAL REALTY TRUST INC 4.0 %
VENTAS INC 3.6 %
EXTRA SPACE STORAGE INC 2.8 %
AVALONBAY COMMUNITIES INC 2.6 %
Total 52.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 96.3 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
1.5% -1.4% 9.1% 4.5% 8.2%

Market Correlations
versus... Beta R-squared
S&P500 1.06 61%
MSCI EAFE 0.81 47%
MSCI Emg. Mkts. 0.66 37%

Technical Indicators
Recent close $100.07
30d moving avg. $99.60
Annualized volatility 17.5%
Short interest (ETF) 1.9%
Short interest (Underlying) 3.1%
Relative strength (RSI) 51

Liquidity measures
Avg. volume (thou.) 434
Turnover 2.7%
Bid/Ask (% of price) 0.03%
ADV underlying (mns) $4,552

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 566 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™: 7.7%


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 86.8 8 17 8.1 +0.4
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 84.3 11 14 8.2 +0.5
FRI First Trust S&P REIT Index Fund 83.7 50 -25 7.7 -0.0
DFAR Dimensional US Real Estate ETF 79.0 19 6 8.4 +0.7
SCHH Schwab U.S. REIT ETF 78.7 7 18 8.4 +0.7
IYR iShares U.S. Real Estate ETF 70.9 40 -15 7.7 0.0
VNQ Vanguard Real Estate ETF 70.2 13 12 7.7 +0.0
RWO SPDR Dow Jones Global Real Estate ETF 68.7 50 -25 7.1 -0.7
ICF iShares Cohen & Steers REIT ETF 68.3 33 -8 8.1 +0.4
FREL Fidelity MSCI Real Estate Index ETF 68.2 8 17 7.8 +0.1
XLRE Real Estate Select Sector SPDR Fund 67.9 8 17 8.0 +0.3
REET iShares Global REIT ETF 62.6 14 11 7.7 -0.1
DFGR Dimensional Global Real Estate ETF 58.7 22 3 7.8 +0.1
PPTY US Diversified Real Estate ETF 57.1 53 -28 8.5 +0.8
AVRE Avantis Real Estate ETF 55.8 17 8 7.4 -0.3
ERET iShares Environmentally Aware Real Estate ETF 55.4 30 -5 7.3 -0.4
VGSR Vert Global Sustainable Real Estate ETF 55.2 47 -22 7.8 +0.1
RITA ETFB Green SRI REITs ETF 53.8 50 -25 5.8 -1.9
FPRO Fidelity Real Estate Investment ETF 52.8 59 -34 6.8 -0.9
PSR Invesco Active U.S. Real Estate Fund 49.0 35 -10 8.1 +0.4
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 48.6 40 -15 8.4 +0.7
JPRE JPMorgan Realty Income ETF 45.6 50 -25 9.0 +1.2
REZ iShares Residential and Multisector Real Estate ETF 45.1 48 -23 6.3 -1.4
GQRE FlexShares Global Quality Real Estate Index Fund 41.9 45 -20 8.0 +0.3
JRE Janus Henderson U.S. Real Estate ETF 41.6 65 -40 8.0 +0.3
IVRA Invesco Real Assets ESG ETF 37.2 59 -34 6.5 -1.2
SPRE SP Funds S&P Global REIT Sharia ETF 36.5 55 -30 6.3 -1.5
HAUS Residential REIT ETF 32.1 60 -35 4.1 -3.6
IRET iREIT - MarketVector Quality REIT Index ETF 31.2 60 -35 7.2 -0.5
BYRE Principal Real Estate Active Opportunities ETF 27.7 65 -40 6.9 -0.8
NURE Nuveen Short-Term REIT ETF 27.7 35 -10 8.6 +0.9
IQRA IQ CBRE Real Assets ETF 26.0 65 -40 5.7 -2.0
INDS Pacer Industrial Real Estate ETF 24.4 55 -30 6.8 -0.9
DESK VanEck Office and Commercial REIT ETF 22.8 50 -25 18.2 +10.5
BLDG Cambria Global Real Estate ETF 22.5 60 -35 11.7 +4.0
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 20.1 60 -35 6.0 -1.7
HOMZ Hoya Capital Housing ETF 20.0 30 -5 9.8 +2.1
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 18.1 7 18 11.1 +3.4
BLLD JPMorgan Sustainable Infrastructure ETF 18.0 49 -24 5.9 -1.8
REAI Intelligent Real Estate ETF 16.0 59 -34 4.8 -3.0
VRAI Virtus Real Asset Income ETF 15.1 55 -30 10.8 +3.1
BIBL Inspire 100 ETF 13.8 35 -10 5.4 -2.4
RDOG ALPS REIT Dividend Dogs ETF 13.5 35 -10 10.6 +2.9
XMLV Invesco S&P MidCap Low Volatility ETF 13.0 25 0 7.3 -0.4
ABLD Abacus FCF Real Assets Leaders ETF 12.5 69 -44 6.8 -0.9
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 11.4 27 -2 7.3 -0.5
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 11.2 30 -5 10.4 +2.7
RIET Hoya Capital High Dividend Yield ETF 11.1 50 -25 53.9 +46.2
NETL NETLease Corporate Real Estate ETF 10.3 60 -35 8.6 +0.9
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 9.3 80 -55 8.2 +0.5
CZA Invesco Zacks Mid-Cap ETF 9.0 72 -47 7.5 -0.2
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 8.8 12 13 6.1 -1.6
SPLV Invesco S&P 500 Low Volatility ETF 8.6 25 0 5.5 -2.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 8.6 25 0 5.5 -2.2
DEW WisdomTree Global High Dividend Fund 8.3 58 -33 8.3 +0.6
DTCR Global X Data Center & Digital Infrastructure ETF 8.3 50 -25 4.1 -3.6
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 8.3 41 -16 5.8 -1.9
SRVR Pacer Data & Infrastructure Real Estate ETF 8.3 55 -30 4.6 -3.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 8.0 24 1 8.4 +0.6
DON WisdomTree U.S. MidCap Dividend Fund 8.0 38 -13 9.4 +1.6
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 7.8 60 -35 8.2 +0.5
SRET Global X SuperDividend REIT ETF 7.7 59 -34 12.3 +4.6
PSCF Invesco S&P SmallCap Financials ETF 7.7 29 -4 10.0 +2.3
ONEY State Street SPDR Russell 1000 Yield Focus ETF 7.5 20 5 10.4 +2.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 7.4 15 10 6.3 -1.5
IJJ iShares S&P Mid-Cap 400 Value ETF 7.3 18 7 8.9 +1.2
ULVM VictoryShares US Value Momentum ETF 7.3 20 5 7.5 -0.3
MIDE Xtrackers S&P MidCap 400 ESG ETF 7.3 15 10 8.3 +0.6
AGNG Global X Aging Population ETF 7.2 50 -25 4.5 -3.2
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 7.1 15 10 9.0 +1.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 7.0 18 7 7.9 +0.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 7.0 10 15 9.1 +1.4
FCLD Fidelity Cloud Computing ETF 6.8 39 -14 3.6 -4.2
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 6.8 60 -35 6.2 -1.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 6.7 29 -4 8.5 +0.8
IWN iShares Russell 2000 Value ETF 6.6 24 1 7.9 +0.2
FLDZ RiverNorth Patriot ETF 6.6 75 -50 6.5 -1.2
TXS Texas Capital Texas Equity Index ETF 6.5 49 -24 6.2 -1.5
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 6.5 12 13 8.4 +0.7
VTWV Vanguard Russell 2000 Value ETF 6.5 10 15 8.0 +0.3
EQAL Invesco Russell 1000 Equal Weight ETF 6.5 20 5 7.3 -0.4
XJR iShares ESG Screened S&P Small-Cap ETF 6.4 12 13 7.8 +0.1
NUMV Nuveen ESG Mid-Cap Value ETF 6.4 31 -6 7.1 -0.6
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 6.2 60 -35 4.3 -3.4
SPDV AAM S&P 500 High Dividend Value ETF 6.2 29 -4 12.3 +4.6
IWS iShares Russell Mid-Cap Value ETF 6.2 23 2 7.4 -0.3
VBR Vanguard Small Cap Value ETF 6.2 7 18 9.4 +1.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 6.2 4 21 6.2 -1.5
MILN Global X Millennial Consumer ETF 6.1 50 -25 4.4 -3.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 6.1 15 10 7.8 +0.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 6.0 10 15 4.5 -3.2
IJT iShares S&P Small-Cap 600 Growth ETF 6.0 18 7 5.7 -2.0
FNDA Schwab Fundamental US Small Co. Index ETF 6.0 25 0 9.2 +1.4
FDVV Fidelity High Dividend ETF 5.9 15 10 7.7 +0.0
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 5.9 10 15 4.4 -3.3
XJH iShares ESG Screened S&P Mid-Cap ETF 5.9 12 13 7.5 -0.2
FSMD Fidelity Small-Mid Multifactor ETF 5.9 15 10 7.1 -0.6
RJDI RJ Eagle GCM Dividend Select Income ETF 5.9 55 -30 5.6 -2.1
XSLV Invesco S&P SmallCap Low Volatility ETF 5.9 25 0 9.0 +1.3
PTL Inspire 500 ETF 5.9 9 16 5.6 -2.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.8 20 5 6.7 -1.0
IJR iShares Core S&P Small Cap ETF 5.8 6 19 7.9 +0.2
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 5.8 15 10 5.7 -2.0
VIOG Vanguard S&P Small-Cap 600 Growth ETF 5.7 10 15 5.8 -1.9
ERTH Invesco MSCI Sustainable Future ETF 5.7 62 -37 3.5 -4.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 5.7 70 -45 5.0 -2.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 5.7 24 1 7.8 +0.1
CVY Invesco Zacks Multi-Asset Income ETF 5.7 106 -81 12.1 +4.4
PY Principal Value ETF 5.6 15 10 7.4 -0.3
STXM Strive Mid-Cap ETF 5.6 18 7 6.7 -1.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 5.5 15 10 8.0 +0.3
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 5.5 20 5 6.2 -1.5
ISCV iShares Morningstar Small Cap Value ETF 5.5 6 19 9.6 +1.9
FMET Fidelity Metaverse ETF 5.5 39 -14 5.0 -2.8
SCHM Schwab U.S. Mid-Cap ETF 5.4 4 21 7.3 -0.4
FVD First Trust Value Line Dividend Index Fund 5.4 65 -40 6.3 -1.4
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 5.4 3 22 8.0 +0.3
DIVG Invesco S&P 500 High Dividend Growers ETF 5.4 39 -14 8.6 +0.9
VIOO Vanguard S&P Small-Cap 600 ETF 5.3 7 18 7.9 +0.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 5.3 15 10 7.6 -0.2
NUSC Nuveen ESG Small-Cap ETF 5.2 31 -6 5.4 -2.3
ICAP InfraCap Equity Income Fund ETF 5.2 171 -146 4.9 -2.9
MDY SPDR S&P Midcap 400 ETF Trust 5.2 24 1 7.3 -0.4
VB Vanguard Small-Cap ETF 5.2 5 20 6.4 -1.3
IJH iShares Core S&P Mid-Cap ETF 5.2 5 20 7.5 -0.2
USVM VictoryShares US Small Mid Cap Value Momentum ETF 5.2 25 0 8.1 +0.4
BLES Inspire Global Hope ETF 5.1 61 -36 7.0 -0.7
RDIV Invesco S&P Ultra Dividend Revenue ETF 5.1 39 -14 11.8 +4.1
MCDS JPMorgan Fundamental Data Science Mid Core ETF 5.0 35 -10 6.0 -1.8
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 5.0 3 22 7.5 -0.2
NUDV Nuveen ESG Dividend ETF 4.9 26 -1 7.7 -0.0
IVOO Vanguard S&P Mid-Cap 400 ETF 4.9 7 18 7.5 -0.2
IWR iShares Russell Midcap ETF 4.9 19 6 6.4 -1.3
SFYX SoFi Next 500 ETF 4.9 0 25 6.2 -1.5
PFI Invesco Dorsey Wright Financial Momentum ETF 4.8 60 -35 5.3 -2.5
STXK Strive Small-Cap ETF 4.8 18 7 6.3 -1.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 4.8 9 16 4.2 -3.6
QDF FlexShares Quality Dividend Index Fund 4.8 37 -12 6.4 -1.3
ISMD Inspire Small/Mid Cap ETF 4.8 54 -29 5.7 -2.0
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 4.8 39 -14 6.0 -1.7
PSC Principal U.S. Small-Cap ETF 4.7 38 -13 7.2 -0.5
BKSE BNY Mellon US Small Cap Core Equity ETF 4.7 4 21 6.0 -1.7
XOEF iShares S&P 500 ex S&P 100 ETF 4.7 20 5 5.8 -1.9
EUSA iShares MSCI USA Equal Weighted ETF 4.7 9 16 6.5 -1.3
DES WisdomTree U.S. SmallCap Dividend Fund 4.6 38 -13 9.6 +1.9
KBWY Invesco KBW Premium Yield Equity REIT ETF 4.6 35 -10 7.3 -0.4
TBG TBG Dividend Focus ETF 4.5 59 -34 7.8 +0.1
IMCV iShares Morningstar Mid-Cap Value ETF 4.5 6 19 8.4 +0.7
RSP Invesco S&P 500 Equal Weight ETF 4.5 20 5 6.9 -0.8
SDY State Street SPDR S&P Dividend ETF 4.5 35 -10 6.9 -0.8
ISCB iShares Morningstar Small-Cap ETF 4.5 4 21 6.4 -1.3
SIZE iShares MSCI USA Size Factor ETF 4.4 15 10 6.3 -1.4
IJS iShares S&P Small-Cap 600 Value ETF 4.4 18 7 10.2 +2.5
SDG iShares MSCI Global Sustainable Development Goals ETF 4.3 49 -24 5.1 -2.6
BWEB Bitwise Web3 ETF 4.3 85 -60 0.1 -7.6
SCHA Schwab U.S. Small-Cap ETF 4.3 4 21 6.5 -1.2
OSCV Opus Small Cap Value ETF 4.2 79 -54 7.3 -0.4
MBCC Monarch Blue Chips Core ETF 4.2 125 -100 4.5 -3.3
FMDE Fidelity Enhanced Mid Cap ETF 4.2 23 2 6.1 -1.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4.2 7 18 6.0 -1.7
IMCB iShares Morningstar Mid-Cap ETF 4.2 4 21 6.4 -1.3
QDEF FlexShares Quality Dividend Defensive Index Fund 4.1 37 -12 6.3 -1.5
ESML iShares ESG Aware MSCI USA Small-Cap ETF 4.1 17 8 6.1 -1.6
SLYV State Street SPDR S&P 600 Small Cap Value ETF 4.0 15 10 10.2 +2.5
MAGA Point Bridge America First ETF 4.0 72 -47 6.5 -1.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 4.0 10 15 10.2 +2.5
JHSC John Hancock Multifactor Small Cap ETF 4.0 42 -17 7.0 -0.8
CLOU Global X Cloud Computing ETF 4.0 68 -43 2.5 -5.2
SMLF iShares U.S. SmallCap Equity Factor ETF 3.9 15 10 6.2 -1.5
DLN WisdomTree U.S. LargeCap Dividend Fund 3.9 28 -3 6.1 -1.6
DTD WisdomTree U.S. Total Dividend Fund 3.9 28 -3 6.4 -1.3
WCEO Hypatia Women CEO ETF 3.9 85 -60 3.2 -4.5
RJMG FT Raymond James Multicap Growth Equity ETF 3.9 85 -60 3.2 -4.6
VBK Vanguard Small-Cap Growth ETF 3.9 7 18 1.9 -5.9
IMCG iShares Morningstar Mid-Cap Growth ETF 3.9 6 19 4.3 -3.4
HAPY Harbor Human Capital Factor Unconstrained ETF 3.8 50 -25 5.8 -1.9
DHS WisdomTree U.S. High Dividend Fund 3.8 38 -13 8.2 +0.5
SWP SWP Growth & Income ETF 3.8 99 -74 4.2 -3.5
IWM iShares Russell 2000 ETF 3.8 19 6 4.4 -3.4
RSSL Global X Russell 2000 ETF 3.8 8 17 4.3 -3.4
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.8 30 -5 8.3 +0.6
BEEZ Honeytree U.S. Equity ETF 3.8 64 -39 4.1 -3.6
VOE Vanguard Mid-Cap Value ETF 3.7 7 18 7.9 +0.2
VO Vanguard Mid-Cap ETF 3.7 4 21 6.1 -1.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.7 9 16 6.4 -1.3
VTWO Vanguard Russell 2000 ETF 3.7 7 18 4.4 -3.3
IGPT Invesco AI and Next Gen Software ETF 3.7 60 -35 4.6 -3.1
VOT Vanguard Mid-Cap Growth ETF 3.7 7 18 3.6 -4.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 3.6 39 -14 4.5 -3.3
GVUS Marketbeta Russell 1000 Value Equity ETF 3.6 12 13 6.7 -1.1
ETHO Etho Climate Leadership U.S. ETF 3.6 47 -22 5.8 -1.9
NOBL ProShares S&P 500 Dividend Aristocrats ETF 3.6 35 -10 6.3 -1.4
JHMM John Hancock Multifactor Mid Cap ETF 3.6 42 -17 6.5 -1.2
LVDS JPMorgan Fundamental Data Science Large Value ETF 3.6 49 -24 6.3 -1.5
SIXL ETC 6 Meridian Low Beta Equity ETF 3.5 80 -55 6.3 -1.4
VXF Vanguard Extended Market ETF 3.5 5 20 4.9 -2.8
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.5 29 -4 7.5 -0.2
JAVA JPMorgan Active Value ETF 3.5 44 -19 6.5 -1.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 3.4 10 15 5.4 -2.4
ISCG iShares Morningstar Small-Cap Growth ETF 3.4 6 19 3.1 -4.6
BDIV AAM Brentview Dividend Growth ETF 3.4 49 -24 4.7 -3.0
XMMO Invesco S&P MidCap Momentum ETF 3.4 34 -9 4.4 -3.3
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 3.3 20 5 8.3 +0.6
SCDS JPMorgan Fundamental Data Science Small Core ETF 3.3 40 -15 4.9 -2.8
JPSV JPMorgan Active Small Cap Value ETF 3.3 74 -49 8.7 +1.0
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 3.3 12 13 7.6 -0.1
JPEF JPMorgan Equity Focus ETF 3.3 50 -25 4.5 -3.2
IWD iShares Russell 1000 Value ETF 3.2 19 6 6.6 -1.2
VONV Vanguard Russell 1000 Value ETF 3.2 7 18 6.7 -1.0
VFMV Vanguard U.S. Minimum Volatility ETF 3.2 13 12 6.0 -1.7
IJK iShares S&P Mid-Cap 400 Growth ETF 3.2 17 8 6.1 -1.6
FLQS Franklin U.S. Small Cap Multifactor Index ETF 3.1 35 -10 10.1 +2.3
FUNL CornerCap Fundametrics Large-Cap ETF 3.1 50 -25 7.3 -0.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.1 20 5 5.8 -1.9
SMMD iShares Russell 2500 ETF 3.1 15 10 7.2 -0.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.1 10 15 6.2 -1.5
NIXT Research Affiliates Deletions ETF 3.1 9 16 8.7 +1.0
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 3.1 15 10 6.2 -1.6
SNPV Xtrackers S&P 500 Value ESG ETF 3.0 15 10 7.0 -0.7
VEGN US Vegan Climate ETF 3.0 60 -35 4.7 -3.0
SCHV Schwab U.S. Large-Cap Value ETF 3.0 4 21 6.9 -0.8
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.0 55 -30 3.7 -4.0
EZM WisdomTree U.S. MidCap Fund 3.0 38 -13 9.0 +1.3
INRO iShares U.S. Industry Rotation Active ETF 3.0 42 -17 4.6 -3.2
BEEX BeeHive ETF 2.9 84 -59 4.5 -3.3
REVS Columbia Research Enhanced Value ETF 2.8 19 6 8.0 +0.2
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.8 35 -10 7.3 -0.4
SIXG Defiance Connective Technologies ETF 2.8 30 -5 4.2 -3.5
EES WisdomTree U.S. SmallCap Fund 2.8 38 -13 9.0 +1.3
USXF iShares ESG Advanced MSCI USA ETF 2.8 10 15 5.0 -2.8
KONG Formidable Fortress ETF 2.8 89 -64 6.4 -1.3
QUVU Hartford Quality Value ETF 2.8 46 -21 7.6 -0.1
JHDV John Hancock U.S. High Dividend ETF 2.7 34 -9 6.9 -0.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.7 12 13 5.2 -2.5
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 2.7 65 -40 0.2 -7.5
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.7 60 -35 6.5 -1.2
CGDG Capital Group Dividend Growers ETF 2.7 47 -22 6.1 -1.6
AFMC First Trust Active Factor Mid Cap ETF 2.7 65 -40 8.6 +0.9
YLDE ClearBridge Dividend Strategy ESG ETF 2.7 60 -35 5.8 -1.9
FCPI Fidelity Stocks for Inflation ETF 2.6 15 10 8.0 +0.3
SSPY Syntax Stratified LargeCap ETF 2.6 30 -5 6.9 -0.8
SHUS Syntax Stratified U.S. Total Market Hedged ETF 2.6 65 -40 6.6 -1.2
FELV Fidelity Enhanced Large Cap Value ETF 2.5 18 7 6.9 -0.8
INCE Franklin Income Equity Focus ETF 2.5 29 -4 6.0 -1.8
TMFG Motley Fool Global Opportunities ETF 2.5 85 -60 4.2 -3.5
RFFC ALPS Active Equity Opportunity ETF 2.5 48 -23 4.5 -3.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.5 9 16 5.0 -2.7
CAML Congress Large Cap Growth ETF 2.5 66 -41 3.8 -3.9
ROSC Hartford Multifactor Small Cap ETF 2.5 34 -9 9.3 +1.6
FMKT The Free Markets ETF 2.4 76 -51 3.7 -4.0
FESM Fidelity Enhanced Small Cap ETF 2.4 28 -3 7.1 -0.6
FAB First Trust Multi Cap Value AlphaDEX Fund 2.4 67 -42 10.2 +2.5
NULV Nuveen ESG Large-Cap Value ETF 2.4 26 -1 6.5 -1.3
FNK First Trust Mid Cap Value AlphaDEX Fund 2.3 70 -45 11.2 +3.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.3 15 10 5.0 -2.7
GLBL Pacer MSCI World Industry Advantage ETF 2.3 65 -40 4.3 -3.4
EVUS iShares ESG Aware MSCI USA Value ETF 2.3 18 7 6.7 -1.1
IUSV iShares Core S&P US Value ETF 2.3 4 21 6.5 -1.2
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 2.3 56 -31 6.4 -1.3
KNCT Invesco Next Gen Connectivity ETF 2.2 40 -15 4.8 -2.9
JVAL JPMorgan U.S. Value Factor ETF 2.2 12 13 8.1 +0.4
AIPO Defiance AI & Power Infrastructure ETF 2.2 69 -44 1.5 -6.2
DEUS Xtrackers Russell US Multifactor ETF 2.2 17 8 7.0 -0.7
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.1 19 6 5.6 -2.1
QLC FlexShares US Quality Large Cap Index Fund 2.1 25 0 5.4 -2.3
SPXT ProShares S&P 500 Ex-Technology ETF 2.1 9 16 5.7 -2.1
DIVB iShares Core Dividend ETF 2.1 5 20 8.4 +0.7
XMAG Defiance Large Cap ex-Mag 7 ETF 2.1 35 -10 5.3 -2.4
NULC Nuveen ESG Large-Cap ETF 2.1 21 4 4.8 -2.9
ASLV Allspring Special Large Value ETF 2.1 35 -10 6.7 -1.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.1 18 7 5.9 -1.8
HDUS Hartford Disciplined US Equity ETF 2.1 19 6 5.9 -1.8
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 2.0 55 -30 10.5 +2.8
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 2.0 5 20 8.2 +0.5
ESGV Vanguard ESG U.S. Stock ETF 2.0 9 16 4.9 -2.8
VOOV Vanguard S&P 500 Value ETF 2.0 7 18 6.4 -1.4
IVE iShares S&P 500 Value ETF 2.0 18 7 6.3 -1.5
SMDV ProShares Russell 2000 Dividend Growers ETF 2.0 40 -15 8.0 +0.3
FYX First Trust Small Cap Core AlphaDEX Fund 2.0 61 -36 6.0 -1.7
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.0 4 21 6.4 -1.3
NXTG First Trust Indxx NextG ETF 2.0 70 -45 5.2 -2.5
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.0 40 -15 7.6 -0.1
VTV Vanguard Value ETF 2.0 4 21 7.0 -0.8
FLQL Franklin LibertyQ U.S. Equity ETF 2.0 15 10 5.5 -2.2
SMAP Amplify Small-Mid Cap Equity ETF 2.0 60 -35 5.7 -2.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.0 14 11 5.0 -2.7
TCAI Tortoise AI Infrastructure ETF 2.0 65 -40 2.8 -4.9
XDAT Franklin Exponential Data ETF 2.0 50 -25 2.6 -5.1
YALL God Bless America ETF 1.9 65 -40 4.7 -3.0
HGRO Hedgeye Quality Growth ETF 1.9 70 -45 3.4 -4.3
FYT First Trust Small Cap Value AlphaDEX Fund 1.9 73 -48 12.2 +4.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.9 15 10 4.6 -3.1
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.9 43 -18 6.3 -1.4
PRXV Praxis Impact Large Cap Value ETF 1.9 36 -11 6.8 -0.9
KLMN Invesco MSCI North America Climate ETF 1.9 9 16 5.1 -2.6
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.9 50 -25 9.1 +1.3
RBLD First Trust Alerian US NextGen Infrastructure ETF 1.9 65 -40 5.0 -2.7
VLU State Street SPDR S&P 1500 Value Tilt ETF 1.9 12 13 7.6 -0.2
DIVL Madison Dividend Value ETF 1.9 65 -40 6.1 -1.6
TEXN iShares Texas Equity ETF 1.9 20 5 6.4 -1.4
UDI USCF Dividend Income Fund 1.9 65 -40 8.3 +0.6
DSI iShares MSCI KLD 400 Social ETF 1.9 25 0 5.0 -2.7
LRGC AB US Large Cap Strategic Equities ETF 1.9 48 -23 4.6 -3.1
JHML John Hancock Multifactor Large Cap ETF 1.8 29 -4 5.5 -2.2
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.8 47 -22 5.7 -2.0
PRF Invesco FTSE RAFI US 1000 ETF 1.8 39 -14 6.9 -0.8
IWX iShares Russell Top 200 Value ETF 1.8 20 5 6.2 -1.6
JMOM JPMorgan U.S. Momentum Factor ETF 1.8 12 13 4.7 -3.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.8 25 0 5.7 -2.0
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.8 20 5 7.0 -0.7
HAPI Harbor Human Capital Factor US Large Cap ETF 1.8 36 -11 5.0 -2.7
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.8 52 -27 6.4 -1.3
DIV Global X SuperDividend US ETF 1.8 45 -20 10.8 +3.1
SPVM Invesco S&P 500 Value with Momentum ETF 1.8 39 -14 7.7 -0.1
FDWM Fidelity Women's Leadership ETF 1.8 59 -34 4.8 -2.9
FTC First Trust Large Cap Growth AlphaDEX Fund 1.8 59 -34 2.2 -5.5
STXV Strive 1000 Value ETF 1.8 18 7 8.3 +0.6
FDMO Fidelity Momentum Factor ETF 1.8 15 10 3.8 -3.9
FTCS First Trust Capital Strength ETF 1.8 55 -30 5.9 -1.8
FVAL Fidelity Value Factor ETF 1.8 15 10 7.0 -0.8
AFLG First Trust Active Factor Large Cap ETF 1.7 55 -30 6.5 -1.2
DSPY Tema S&P 500 Historical Weight ETF 1.7 18 7 5.3 -2.4
VLUE iShares MSCI USA Value Factor ETF 1.7 15 10 9.2 +1.5
TOPC iShares S&P 500 3% Capped ETF 1.7 15 10 5.2 -2.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.7 11 14 5.0 -2.7
SNPE Xtrackers S&P 500 ESG ETF 1.7 10 15 5.1 -2.6
FLRG Fidelity U.S. Multifactor ETF 1.7 15 10 7.1 -0.6
FDLO Fidelity Low Volatility Factor ETF 1.7 15 10 5.6 -2.2
FNX First Trust Mid Cap Core AlphaDEX Fund 1.7 60 -35 7.2 -0.5
VTI Vanguard Total Stock Market ETF 1.7 3 22 5.0 -2.7
VTHR Vanguard Russell 3000 ETF 1.7 7 18 5.0 -2.7
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.7 20 5 5.3 -2.5
IWV iShares Russell 3000 ETF 1.7 20 5 4.9 -2.9
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.7 7 18 5.2 -2.5
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.7 8 17 5.1 -2.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.6 3 22 5.0 -2.7
SCHB Schwab U.S. Broad Market ETF 1.6 3 22 5.1 -2.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.6 29 -4 6.6 -1.1
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.6 3 22 5.2 -2.5
SGLC SGI U.S. Large Cap Core ETF 1.6 85 -60 4.3 -3.4
TMDV ProShares Russell US Dividend Growers ETF 1.6 35 -10 7.0 -0.7
BGIG Bahl & Gaynor Income Growth ETF 1.6 45 -20 5.2 -2.5
FQAL Fidelity Quality Factor ETF 1.6 15 10 5.8 -1.9
VONE Vanguard Russell 1000 ETF 1.6 7 18 5.1 -2.7
SVAL iShares US Small Cap Value Factor ETF 1.6 20 5 9.2 +1.5
LRGE ClearBridge Large Cap Growth ESG ETF 1.6 59 -34 4.4 -3.3
IWB iShares Russell 1000 ETF 1.6 15 10 5.0 -2.7
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.6 60 -35 10.6 +2.9
TMFS Motley Fool Small-Cap Growth ETF 1.6 85 -60 3.2 -4.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.6 2 23 5.1 -2.7
JQUA JPMorgan U.S. Quality Factor ETF 1.6 12 13 6.1 -1.6
SCHK Schwab 1000 Index ETF 1.5 5 20 5.1 -2.6
SUSA iShares MSCI USA ESG Select ETF 1.5 25 0 4.8 -2.9
STXD Strive 1000 Dividend Growth ETF 1.5 35 -10 5.1 -2.6
XVV iShares ESG Screened S&P 500 ETF 1.5 8 17 4.9 -2.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.5 64 -39 1.2 -6.5
JEPI JPMorgan Equity Premium Income ETF 1.5 35 -10 5.8 -1.9
ZECP Zacks Earnings Consistent Portfolio ETF 1.5 55 -30 4.9 -2.9
IYY iShares Dow Jones U.S. ETF 1.5 20 5 4.9 -2.8
FPX First Trust US Equity Opportunities ETF 1.5 61 -36 1.1 -6.6
SPXV ProShares S&P 500 Ex-Health Care ETF 1.5 9 16 4.8 -2.9
OPTZ Optimize Strategy Index ETF 1.5 50 -25 4.9 -2.8
FDRR Fidelity Dividend ETF for Rising Rates 1.5 15 10 7.0 -0.7
MTUM iShares MSCI USA Momentum Factor ETF 1.5 15 10 3.9 -3.8
GSPY Gotham Enhanced 500 ETF 1.5 50 -25 5.2 -2.5
APUE ActivePassive U.S. Equity ETF 1.5 45 -20 4.8 -2.9
SCHX Schwab U.S. Large-Cap ETF 1.5 3 22 5.1 -2.6
QDIV Global X S&P 500 Quality Dividend ETF 1.5 20 5 9.1 +1.4
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.5 30 -5 4.8 -2.9
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.5 40 -15 4.1 -3.6
GOP Unusual Whales Subversive Republican Trading ETF 1.5 50 -25 5.6 -2.1
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.5 35 -10 3.9 -3.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.4 7 18 5.0 -2.8
WOMN Impact Shares YWCA Women's Empowerment ETF 1.4 75 -50 5.7 -2.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.4 39 -14 10.3 +2.6
CATH Global X S&P 500 Catholic Values Custom ETF 1.4 29 -4 4.8 -2.9
BKLC BNY Mellon US Large Cap Core Equity ETF 1.4 0 25 5.0 -2.7
ILCV iShares Morningstar Value ETF 1.4 4 21 6.4 -1.3
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.4 20 5 4.8 -2.9
STXG Strive 1000 Growth ETF 1.4 18 7 4.0 -3.7
FNDB Schwab Fundamental US Broad Market Index ETF 1.4 25 0 7.5 -0.2
SPXE ProShares S&P 500 Ex-Energy ETF 1.4 9 16 4.9 -2.8
YOKE Yoke Core ETF 1.4 42 -17 5.2 -2.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.4 10 15 5.1 -2.6
CHRI Global X S&P 500 Christian Values ETF 1.4 29 -4 4.7 -3.0
LRGF iShares U.S. Equity Factor ETF 1.4 8 17 5.6 -2.1
DGT State Street SPDR Global Dow ETF 1.4 50 -25 6.7 -1.0
PBUS Invesco MSCI USA ETF 1.4 4 21 5.0 -2.7
ILCB iShares Morningstar U.S. Equity ETF 1.4 3 22 5.0 -2.7
VOO Vanguard S&P 500 ETF 1.4 3 22 5.0 -2.7
AUSF Global X Adaptive U.S. Factor ETF 1.4 27 -2 9.2 +1.5
GURU Global X Guru Index ETF 1.4 75 -50 3.2 -4.5
HLGE Hartford Longevity Economy ETF 1.4 44 -19 6.3 -1.4
IVV iShares Core S&P 500 ETF 1.4 3 22 5.0 -2.7
SPXM Azoria 500 Meritocracy ETF 1.4 47 -22 4.7 -3.1
SPY SPDR S&P 500 ETF 1.4 9 16 5.0 -2.7
SPYM State Street SPDR Portfolio S&P 500 ETF 1.4 2 23 5.0 -2.7
DEMZ Democratic Large Cap Core ETF 1.4 45 -20 4.6 -3.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.4 30 -5 7.3 -0.4
VOTE TCW Transform 500 ETF 1.4 5 20 5.0 -2.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.4 70 -45 2.3 -5.4
FEX First Trust Large Cap Core AlphaDEX Fund 1.4 59 -34 6.1 -1.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.4 20 5 5.2 -2.6
ILCG iShares Morningstar Growth ETF 1.3 4 21 4.0 -3.8
GLRY Inspire Faithward Mid Cap Momentum ETF 1.3 80 -55 6.5 -1.2
RAUS RACWI US ETF 1.3 15 10 4.8 -2.9
FTA First Trust Large Cap Value AlphaDEX Fund 1.3 59 -34 9.0 +1.3
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -55 6.9 -0.8
USMF WisdomTree U.S. Multifactor Fund 1.3 28 -3 7.5 -0.2
SUSL iShares ESG MSCI USA Leaders ETF 1.3 10 15 5.0 -2.7
QVML Invesco S&P 500 QVM Multi-factor ETF 1.3 11 14 5.2 -2.6
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 15 5.7 -2.0
GXLC Global X U.S. 500 ETF 1.3 2 23 5.0 -2.7
ACVF American Conservative Values ETF 1.3 75 -50 4.4 -3.3
ADME Aptus Drawdown Managed Equity ETF 1.3 79 -54 4.1 -3.6
AFSM First Trust Active Factor Small Cap ETF 1.3 75 -50 7.7 -0.0
VV Vanguard Large-Cap ETF 1.3 4 21 4.9 -2.8
PFM Invesco Dividend Achievers ETF 1.3 53 -28 5.4 -2.3
KOKU Xtrackers MSCI Kokusai Equity ETF 1.3 9 16 5.2 -2.5
HLAL Wahed FTSE USA Shariah ETF 1.2 50 -25 4.7 -3.0
STRV Strive 500 ETF 1.2 5 20 4.9 -2.8
SFY SoFi Select 500 ETF 1.2 0 25 4.6 -3.1
FSST Fidelity Sustainable U.S. Equity ETF 1.2 59 -34 4.2 -3.5
TOV JLens 500 Jewish Advocacy U.S. ETF 1.2 18 7 4.8 -2.9
CVAR Cultivar ETF 1.2 87 -62 7.1 -0.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.2 9 16 5.4 -2.3
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.2 45 -20 4.5 -3.2
ESGU iShares ESG Aware MSCI USA ETF 1.2 15 10 4.8 -2.9
SPMO Invesco S&P 500 Momentum ETF 1.2 13 12 4.1 -3.7
SFYF SoFi Social 50 ETF 1.2 29 -4 1.1 -6.7
RAFE PIMCO RAFI ESG U.S. ETF 1.2 29 -4 7.1 -0.6
RECS Columbia Research Enhanced Core ETF 1.1 15 10 5.9 -1.8
RVRB Reverb ETF 1.1 30 -5 4.7 -3.0
SPGP Invesco S&P 500 GARP ETF 1.1 34 -9 7.0 -0.7
IWO iShares Russell 2000 Growth ETF 1.1 24 1 0.9 -6.8
STOX Horizon Core Equity ETF 1.1 70 -45 4.2 -3.5
SFTY Horizon Managed Risk ETF 1.1 77 -52 4.2 -3.6
KRMA Global X Conscious Companies ETF 1.1 43 -18 6.1 -1.6
VTWG Vanguard Russell 2000 Growth ETF 1.1 10 15 1.0 -6.7
CHGX AXS Change Finance ESG ETF 1.1 49 -24 5.4 -2.3
ROE Astoria US Quality Kings ETF 1.1 49 -24 7.2 -0.5
TOK iShares MSCI Kokusai ETF 1.1 26 -1 5.1 -2.6
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.1 60 -35 7.0 -0.7
TMAT Main Thematic Innovation ETF 1.1 164 -139 -1.5 -9.2
FNDX Schwab Fundamental US Large Co. Index ETF 1.1 25 0 7.4 -0.3
VT Vanguard Total World Stock ETF 1.1 6 19 5.9 -1.9
JOET Virtus Terranova US Quality Momentum ETF 1.1 29 -4 5.1 -2.6
MGK Vanguard Mega Cap Growth ETF 1.0 7 18 4.5 -3.2
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.0 49 -24 9.2 +1.5
LOWV AB US Low Volatility Equity ETF 1.0 48 -23 5.4 -2.3
URTH iShares MSCI World ETF 1.0 24 1 5.1 -2.6
FYC First Trust Small Cap Growth AlphaDEX Fund 1.0 71 -46 -1.6 -9.3
EQWL Invesco S&P 100 Equal Weight ETF 1.0 25 0 6.3 -1.4
DTEC ALPS Disruptive Technologies ETF 1.0 50 -25 3.9 -3.8
ROUS Hartford Multifactor US Equity ETF 1.0 19 6 7.2 -0.6
RWK Invesco S&P MidCap 400 Revenue ETF 1.0 39 -14 10.1 +2.4
IUSG iShares Core S&P U.S. Growth ETF 1.0 4 21 4.4 -3.4
VALQ American Century U.S. Quality Value ETF 1.0 29 -4 8.1 +0.4
PRAY FIS Christian Stock Fund 1.0 69 -44 5.3 -2.5
WLDR Affinity World Leaders Equity ETF 1.0 67 -42 7.5 -0.3
NACP Impact Shares NAACP Minority Empowerment ETF 0.9 49 -24 4.9 -2.8
MGV Vanguard Mega Cap Value ETF 0.9 7 18 6.6 -1.1
CGUS Capital Group Core Equity ETF 0.9 33 -8 4.5 -3.2
QUAL iShares MSCI USA Quality Factor ETF 0.9 15 10 5.6 -2.1
XSMO Invesco S&P SmallCap Momentum ETF 0.9 39 -14 4.7 -3.1
ACWI iShares MSCI ACWI ETF 0.9 32 -7 5.5 -2.2
FFND Future Fund Active ETF 0.9 100 -75 3.9 -3.8
LVOL American Century Low Volatility ETF 0.9 29 -4 5.1 -2.6
BLCV iShares Large Cap Value Active ETF 0.9 53 -28 7.7 -0.1
VUG Vanguard Growth ETF 0.9 4 21 4.3 -3.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 5 5.7 -2.1
FDFF Fidelity Disruptive Finance ETF 0.9 50 -25 4.7 -3.0
VOOG Vanguard S&P 500 Growth ETF 0.9 7 18 4.3 -3.5
XMVM Invesco S&P MidCap Value with Momentum ETF 0.9 39 -14 9.9 +2.2
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.9 12 13 4.1 -3.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.9 9 16 5.7 -2.0
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.9 60 -35 5.4 -2.3
IVW iShares S&P 500 Growth ETF 0.9 18 7 4.2 -3.6
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.9 4 21 4.3 -3.4
CGDV Capital Group Dividend Value ETF 0.9 33 -8 4.7 -3.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.8 32 -7 5.1 -2.6
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -50 4.9 -2.9
BEDZ AdvisorShares Hotel ETF 0.8 100 -75 7.4 -0.3
MGC Vanguard Mega Cap ETF 0.8 7 18 4.7 -3.0
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.8 25 0 12.7 +5.0
DVND Touchstone Dividend Select ETF 0.8 67 -42 5.7 -2.0
HKND Humankind US Stock ETF 0.8 11 14 7.2 -0.5
PRXG Praxis Impact Large Cap Growth ETF 0.8 36 -11 3.9 -3.8
JGLO JPMorgan Global Select Equity ETF 0.8 33 -8 5.1 -2.6
EPS WisdomTree U.S. LargeCap Fund 0.8 8 17 5.8 -1.9
IWL iShares Russell Top 200 ETF 0.8 15 10 4.7 -3.1
GDIV Harbor Dividend Growth Leaders ETF 0.7 50 -25 5.3 -2.4
USMV iShares MSCI USA Min Vol Factor ETF 0.7 15 10 5.8 -1.9
FEGE First Eagle Global Equity ETF 0.7 79 -54 6.7 -1.0
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.7 15 10 5.7 -2.0
HAPS Harbor Human Capital Factor US Small Cap ETF 0.7 60 -35 4.0 -3.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.7 29 -4 4.8 -2.9
CALF Pacer US Small Cap Cash Cows 100 ETF 0.7 59 -34 10.8 +3.1
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.7 30 -5 17.6 +9.9
MDLV Morgan Dempsey Large Cap Value ETF 0.7 58 -33 7.3 -0.4
CSMD Congress SMid Growth ETF 0.6 69 -44 3.9 -3.8
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.6 70 -45 5.0 -2.7
FELC Fidelity Enhanced Large Cap Core ETF 0.6 18 7 5.4 -2.3
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.6 35 -10 7.7 -0.0
XSHQ Invesco S&P SmallCap Quality ETF 0.6 29 -4 8.0 +0.3
MBOX Freedom Day Dividend ETF 0.6 39 -14 7.9 +0.2
IWP iShares Russell Mid-Cap Growth ETF 0.6 23 2 3.5 -4.2
SDIV Global X Superdividend ETF 0.6 58 -33 42.2 +34.5
VSLU Applied Finance Valuation Large Cap ETF 0.6 49 -24 5.8 -1.9
RPV Invesco S&P 500 Pure Value ETF 0.5 35 -10 10.5 +2.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.5 19 6 6.4 -1.3
RWL Invesco S&P 500 Revenue ETF 0.5 39 -14 6.9 -0.8
EGUS iShares ESG Aware MSCI USA Growth ETF 0.5 18 7 4.2 -3.6
FFTY Innovator IBD 50 ETF 0.5 80 -55 -2.7 -10.4
RCGE RockCreek Global Equality ETF 0.5 95 -70 6.8 -0.9
GINN Goldman Sachs Innovate Equity ETF 0.5 52 -27 3.8 -3.9
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -54 6.4 -1.3
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 -17 5.4 -2.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.5 75 -50 4.2 -3.5
HELX Franklin Genomic Advancements ETF 0.5 50 -25 -0.4 -8.1
JSML Janus Henderson Small Cap Growth Alpha ETF 0.5 30 -5 8.6 +0.9
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.5 60 -35 7.7 -0.1
RFV Invesco S&P Midcap 400 Pure Value ETF 0.5 35 -10 13.5 +5.8
WDIV SPDR S&P Global Dividend ETF 0.4 40 -15 9.0 +1.2
QWLD SPDR MSCI World StrategicFactors ETF 0.4 30 -5 5.9 -1.8
FBCV Fidelity Blue Chip Value ETF 0.4 59 -34 7.5 -0.2
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.4 35 -10 6.3 -1.5
FBCG Fidelity Blue Chip Growth ETF 0.4 59 -34 3.1 -4.6
MGMT Ballast Small/Mid Cap ETF 0.4 110 -85 8.9 +1.2
SNPG Xtrackers S&P 500 Growth ESG ETF 0.4 15 10 4.7 -3.0
TMFX Motley Fool Next Index ETF 0.4 50 -25 3.4 -4.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.4 25 0 6.0 -1.7
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 -35 -1.0 -8.7
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 4 3.9 -3.8
ACWV iShares MSCI Global Min Vol Factor ETF 0.3 20 5 5.9 -1.8
SCHG Schwab U.S. Large-Cap Growth ETF 0.3 4 21 4.1 -3.6
IWC iShares Micro-Cap ETF 0.3 60 -35 -1.6 -9.3
FFLC Fidelity Fundamental Large Cap Core ETF 0.3 38 -13 4.7 -3.1
TMFC Motley Fool 100 Index ETF 0.3 50 -25 3.6 -4.2
AIEQ AI Powered Equity ETF 0.3 75 -50 5.1 -2.7
YNOT Horizon Digital Frontier ETF 0.3 75 -50 3.3 -4.4
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.3 35 -10 10.5 +2.8
DAK Dakota Active Equity ETF 0.3 43 -18 4.6 -3.2
BUYZ Franklin Disruptive Commerce ETF 0.3 50 -25 2.8 -5.0
IETC iShares U.S. Tech Independence Focused ETF 0.2 18 7 4.0 -3.7
LQPE PEO AlphaQuest Thematic PE ETF 0.2 125 -100 7.0 -0.7
IEDI iShares U.S. Consumer Focused ETF 0.2 18 7 5.9 -1.8
GEW Cambria Global EW ETF 0.2 29 -4 0.0 -7.7
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.2 65 -40 2.5 -5.2
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.2 38 -13 10.4 +2.7
IUS Invesco RAFI Strategic US ETF 0.2 19 6 6.9 -0.8
DIVE Dana Concentrated Dividend ETF 0.2 65 -40 8.4 +0.7
GLOF iShares Global Equity Factor ETF 0.2 20 5 6.9 -0.9
SIXS ETC 6 Meridian Small Cap Equity ETF 0.2 89 -64 9.8 +2.1
OEF iShares S&P 100 ETF 0.1 20 5 4.6 -3.2
PKW Invesco Buyback Achievers ETF 0.1 62 -37 8.4 +0.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.1 12 13 4.8 -2.9
QLV FlexShares US Quality Low Volatility Index Fund 0.1 22 3 5.8 -1.9
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.1 25 0 5.4 -2.3
FDM First Trust Dow Jones Select MicroCap Index Fund 0.1 60 -35 8.5 +0.8
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.1 36 -11 11.1 +3.4
EBI Longview Advantage ETF 0.1 35 -10 6.9 -0.9
VONG Vanguard Russell 1000 Growth ETF 0.1 7 18 4.6 -3.1
IWF iShares Russell 1000 Growth ETF 0.1 19 6 4.5 -3.3
IWY iShares Russell Top 200 Growth ETF 0.0 20 5 4.6 -3.1
AVUQ Avantis U.S. Quality ETF 0.0 15 10 4.6 -3.1

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

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RESULTS & ESTIMATES

  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:		 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 1.8 x
Less: Expense ratio 25 bp
Equals: ALTAR Score 7.7 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.61 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.