SPDR Dow Jones REIT ETF
ALTAR
Score™		 7.5% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 13.9x P/Sales
ratio		 6.8x
P/BV
ratio		 2.0x 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) $1,865
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 100
Wgt avg mkt cap (mns) $39,553
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. 9.6 %
SIMON PROPERTY GROUP INC 4.9 %
REALTY INCOME CORP 4.5 %
DIGITAL REALTY TRUST INC 4.2 %
PUBLIC STORAGE 4.2 %
EQUINIX INC 3.8 %
VENTAS INC 3.2 %
EXTRA SPACE STORAGE INC 3.1 %
AVALONBAY COMMUNITIES INC 2.8 %
Total 50.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 96.4 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
2.2% -1.4% 8.0% 5.5% 8.3%

Market Correlations
versus... Beta R-squared
S&P500 1.04 68%
MSCI EAFE 0.87 55%
MSCI Emg. Mkts. 0.75 43%

Technical Indicators
Recent close $100.39
30d moving avg. $98.15
Annualized volatility 19.1%
Short interest (ETF) 1.8%
Short interest (Underlying) 3.1%
Relative strength (RSI) 58

Liquidity measures
Avg. volume (thou.) 225
Turnover 1.2%
Bid/Ask (% of price) 0.04%
ADV underlying (mns) $4,552

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 541 potential alternatives to the SPDR Dow Jones REIT ETF ETF based on the alternatives' overlap in portfolio holdings with RWR. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

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


ALTERNATIVE ETFs BASED ON OVERLAP WITH RWR
Ticker Fund
Name		 Overlap1
vs RWR
(%)		 Expense
ratio
(bp)		 Savings
vs RWR
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs RWR
(%)
USRT iShares Core U.S. REIT ETF 85.9 8 17 7.9 +0.3
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 85.8 11 14 7.9 +0.4
FRI First Trust S&P REIT Index Fund 85.1 50 -25 7.4 -0.1
DFAR Dimensional US Real Estate ETF 78.8 19 6 8.1 +0.5
SCHH Schwab U.S. REIT ETF 76.3 7 18 8.1 +0.5
VNQ Vanguard Real Estate ETF 68.7 13 12 7.4 -0.2
FREL Fidelity MSCI Real Estate Index ETF 68.1 8 17 7.5 +0.0
RWO SPDR Dow Jones Global Real Estate ETF 67.4 50 -25 6.9 -0.6
IYR iShares U.S. Real Estate ETF 66.9 40 -15 7.5 -0.1
ICF iShares Cohen & Steers REIT ETF 66.5 33 -8 8.0 +0.4
XLRE Real Estate Select Sector SPDR Fund 65.8 8 17 7.6 +0.0
REET iShares Global REIT ETF 63.8 14 11 7.4 -0.1
PPTY US Diversified Real Estate ETF 57.7 53 -28 7.9 +0.3
DFGR Dimensional Global Real Estate ETF 57.5 22 3 7.4 -0.1
ERET iShares Environmentally Aware Real Estate ETF 56.6 30 -5 7.3 -0.3
VGSR Vert Global Sustainable Real Estate ETF 56.0 47 -22 7.3 -0.3
AVRE Avantis Real Estate ETF 55.5 17 8 7.1 -0.4
PSR Invesco Active U.S. Real Estate Fund 52.0 35 -10 8.0 +0.4
FPRO Fidelity Real Estate Investment ETF 51.7 59 -34 6.6 -1.0
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 50.5 40 -15 7.8 +0.3
JPRE JPMorgan Realty Income ETF 46.2 50 -25 8.3 +0.7
RITA ETFB Green SRI REITs ETF 44.3 50 -25 5.9 -1.6
REZ iShares Residential and Multisector Real Estate ETF 44.3 48 -23 6.5 -1.1
GQRE FlexShares Global Quality Real Estate Index Fund 43.8 45 -20 7.8 +0.2
JRE Janus Henderson U.S. Real Estate ETF 41.5 65 -40 7.7 +0.1
IVRA Invesco Real Assets ESG ETF 37.5 59 -34 6.3 -1.2
IRET iREIT - MarketVector Quality REIT Index ETF 36.3 60 -35 7.1 -0.4
SPRE SP Funds S&P Global REIT Sharia ETF 35.4 55 -30 6.1 -1.5
HAUS Residential REIT ETF 30.6 60 -35 5.6 -1.9
NURE Nuveen Short-Term REIT ETF 29.3 35 -10 8.1 +0.5
BYRE Principal Real Estate Active Opportunities ETF 27.3 65 -40 6.6 -1.0
IQRA IQ CBRE Real Assets ETF 26.5 65 -40 5.7 -1.8
INDS Pacer Industrial Real Estate ETF 24.0 55 -30 6.8 -0.7
DESK VanEck Office and Commercial REIT ETF 22.7 50 -25 12.7 +5.2
BLDG Cambria Global Real Estate ETF 22.4 60 -35 11.5 +3.9
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 19.7 60 -35 6.1 -1.5
HOMZ Hoya Capital Housing ETF 19.4 30 -5 9.3 +1.8
SPYD SPDR Portfolio S&P 500 High Dividend ETF 19.1 7 18 9.9 +2.4
BLLD JPMorgan Sustainable Infrastructure ETF 18.2 49 -24 6.1 -1.4
REAI Intelligent Real Estate ETF 16.6 59 -34 14.6 +7.1
VRAI Virtus Real Asset Income ETF 15.6 55 -30 10.0 +2.5
RDOG ALPS REIT Dividend Dogs ETF 13.9 35 -10 9.4 +1.9
BIBL Inspire 100 ETF 13.8 35 -10 5.1 -2.5
XMLV Invesco S&P MidCap Low Volatility ETF 13.1 25 0 7.6 +0.1
ABLD Abacus FCF Real Assets Leaders ETF 12.8 69 -44 6.7 -0.8
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 12.1 30 -5 9.0 +1.5
RIET Hoya Capital High Dividend Yield ETF 12.0 50 -25 48.5 +41.0
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 11.5 27 -2 7.1 -0.5
NETL NETLease Corporate Real Estate ETF 10.9 60 -35 8.3 +0.8
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 10.4 60 -35 5.4 -2.1
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 9.0 12 13 5.8 -1.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 8.9 80 -55 7.9 +0.3
CZA Invesco Zacks Mid-Cap ETF 8.8 72 -47 6.6 -0.9
SPLV Invesco S&P 500 Low Volatility ETF 8.8 25 0 5.4 -2.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 8.8 25 0 5.5 -2.0
DEW WisdomTree Global High Dividend Fund 8.4 58 -33 8.3 +0.8
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 8.3 60 -35 9.2 +1.6
PSCF Invesco S&P SmallCap Financials ETF 8.3 29 -4 9.2 +1.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 8.1 24 1 8.1 +0.6
DTCR Global X Data Center & Digital Infrastructure ETF 8.0 50 -25 4.2 -3.3
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 8.0 41 -16 6.0 -1.6
SRVR Pacer Data & Infrastructure Real Estate ETF 8.0 55 -30 3.7 -3.8
DON WisdomTree U.S. MidCap Dividend Fund 8.0 38 -13 8.9 +1.3
SRET Global X SuperDividend REIT ETF 7.8 59 -34 12.0 +4.5
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 7.6 60 -35 6.9 -0.7
ICAP InfraCap Equity Income Fund ETF 7.6 171 -146 6.1 -1.5
ONEY SPDR Russell 1000 Yield Focus ETF 7.6 20 5 9.5 +2.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 7.4 15 10 6.0 -1.6
IJJ iShares S&P Mid-Cap 400 Value ETF 7.4 18 7 8.7 +1.2
ULVM VictoryShares US Value Momentum ETF 7.3 20 5 7.3 -0.3
MIDE Xtrackers S&P MidCap 400 ESG ETF 7.3 15 10 7.9 +0.4
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 7.1 29 -4 8.2 +0.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 7.1 10 15 8.9 +1.3
MDYV SPDR S&P 400 Mid Cap Value ETF 7.1 15 10 8.7 +1.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 7.0 18 7 7.7 +0.1
IWN iShares Russell 2000 Value ETF 7.0 24 1 7.3 -0.3
SPDV AAM S&P 500 High Dividend Value ETF 6.9 29 -4 10.5 +3.0
VTWV Vanguard Russell 2000 Value ETF 6.9 10 15 7.3 -0.3
ESIX SPDR S&P SmallCap 600 ESG ETF 6.8 12 13 8.0 +0.4
FCLD Fidelity Cloud Computing ETF 6.8 39 -14 3.2 -4.4
NUMV Nuveen ESG Mid-Cap Value ETF 6.8 31 -6 6.9 -0.6
TXS Texas Capital Texas Equity Index ETF 6.7 49 -24 5.6 -1.9
AGNG Global X Aging Population ETF 6.7 50 -25 4.9 -2.6
FLDZ RiverNorth Patriot ETF 6.6 75 -50 6.1 -1.4
XJR iShares ESG Screened S&P Small-Cap ETF 6.5 12 13 7.4 -0.2
IWS iShares Russell Mid-Cap Value ETF 6.4 23 2 6.8 -0.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 6.4 10 15 4.3 -3.3
EQAL Invesco Russell 1000 Equal Weight ETF 6.4 20 5 6.8 -0.8
ERTH Invesco MSCI Sustainable Future ETF 6.3 62 -37 3.6 -4.0
NZUS SPDR MSCI USA Climate Paris Aligned ETF 6.3 10 15 4.3 -3.3
VBR Vanguard Small Cap Value ETF 6.2 7 18 9.1 +1.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 6.2 4 21 6.1 -1.4
XSLV Invesco S&P SmallCap Low Volatility ETF 6.1 25 0 7.5 -0.0
IJR iShares Core S&P Small Cap ETF 6.1 6 19 7.6 +0.1
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 6.1 15 10 7.6 +0.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 6.1 15 10 7.8 +0.3
DIVG Invesco S&P 500 High Dividend Growers ETF 6.0 39 -14 8.5 +0.9
IJT iShares S&P Small-Cap 600 Growth ETF 6.0 18 7 5.5 -2.0
MILN Global X Millennial Consumer ETF 6.0 50 -25 3.7 -3.9
FDVV Fidelity High Dividend ETF 5.9 15 10 7.6 +0.0
FNDA Schwab Fundamental US Small Co. Index ETF 5.9 25 0 8.2 +0.7
FSMD Fidelity Small-Mid Multifactor ETF 5.9 15 10 7.0 -0.5
ISCV iShares Morningstar Small Cap Value ETF 5.9 6 19 9.3 +1.7
PTL Inspire 500 ETF 5.9 9 16 5.1 -2.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 5.9 10 15 5.6 -1.9
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.8 20 5 6.5 -1.1
SLYG SPDR S&P 600 Small Cap Growth ETF 5.8 15 10 5.5 -2.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 5.8 24 1 7.7 +0.1
VIOO Vanguard S&P Small-Cap 600 ETF 5.8 7 18 7.6 +0.1
SPSM SPDR Portfolio S&P 600 Small Cap ETF 5.8 3 22 7.6 +0.1
CVY Invesco Zacks Multi-Asset Income ETF 5.7 106 -81 12.3 +4.7
PY Principal Value ETF 5.6 15 10 7.2 -0.3
STXM Strive Mid-Cap ETF 5.6 18 7 6.1 -1.4
XJH iShares ESG Screened S&P Mid-Cap ETF 5.6 12 13 7.1 -0.5
FMET Fidelity Metaverse ETF 5.5 39 -14 4.5 -3.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 5.4 25 0 7.8 +0.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 5.4 15 10 7.2 -0.3
NUSC Nuveen ESG Small-Cap ETF 5.3 31 -6 5.3 -2.2
VB Vanguard Small-Cap ETF 5.3 5 20 6.1 -1.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 5.3 20 5 6.3 -1.2
MDY SPDR S&P Midcap 400 ETF Trust 5.2 24 1 7.1 -0.4
ISMD Inspire Small/Mid Cap ETF 5.2 54 -29 5.5 -2.0
IJH iShares Core S&P Mid-Cap ETF 5.2 5 20 7.3 -0.2
RDIV Invesco S&P Ultra Dividend Revenue ETF 5.2 39 -14 11.5 +4.0
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 5.2 60 -35 4.9 -2.6
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 5.1 39 -14 5.8 -1.7
BLES Inspire Global Hope ETF 5.1 61 -36 6.7 -0.8
KBWY Invesco KBW Premium Yield Equity REIT ETF 5.1 35 -10 8.4 +0.8
DES WisdomTree U.S. SmallCap Dividend Fund 5.0 38 -13 9.3 +1.7
SCHM Schwab U.S. Mid-Cap ETF 5.0 4 21 6.6 -1.0
STXK Strive Small-Cap ETF 5.0 18 7 5.9 -1.7
IVOO Vanguard S&P Mid-Cap 400 ETF 5.0 7 18 7.4 -0.1
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 5.0 9 16 4.2 -3.4
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 5.0 3 22 7.3 -0.2
IWR iShares Russell Midcap ETF 4.9 19 6 5.8 -1.8
NUDV Nuveen ESG Dividend ETF 4.9 26 -1 7.7 +0.1
TBG TBG Dividend Focus ETF 4.9 59 -34 7.9 +0.4
SDY SPDR S&P Dividend ETF 4.9 35 -10 6.7 -0.9
BKSE BNY Mellon US Small Cap Core Equity ETF 4.9 4 21 5.9 -1.6
PSC Principal U.S. Small-Cap ETF 4.8 38 -13 6.8 -0.8
IJS iShares S&P Small-Cap 600 Value ETF 4.8 18 7 9.7 +2.2
FVD First Trust Value Line Dividend Index Fund 4.8 65 -40 6.3 -1.2
QDF FlexShares Quality Dividend Index Fund 4.8 37 -12 6.1 -1.4
EUSA iShares MSCI USA Equal Weighted ETF 4.8 9 16 6.1 -1.4
MAGA Point Bridge America First ETF 4.7 72 -47 5.8 -1.8
SFYX SoFi Next 500 ETF 4.7 0 25 5.7 -1.9
IMCV iShares Morningstar Mid-Cap Value ETF 4.7 6 19 8.1 +0.6
SDG iShares MSCI Global Sustainable Development Goals ETF 4.6 49 -24 5.7 -1.8
PFI Invesco Dorsey Wright Financial Momentum ETF 4.6 60 -35 6.6 -1.0
ISCB iShares Morningstar Small-Cap ETF 4.6 4 21 6.2 -1.3
SLYV SPDR S&P 600 Small Cap Value ETF 4.6 15 10 9.7 +2.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 4.5 10 15 9.7 +2.2
SIZE iShares MSCI USA Size Factor ETF 4.5 15 10 6.1 -1.4
RSP Invesco S&P 500 Equal Weight ETF 4.4 20 5 6.6 -0.9
SCHA Schwab U.S. Small-Cap ETF 4.3 4 21 5.9 -1.7
IMCB iShares Morningstar Mid-Cap ETF 4.2 4 21 6.1 -1.4
MBCC Monarch Blue Chips Core ETF 4.2 125 -100 4.2 -3.4
FMDE Fidelity Enhanced Mid Cap ETF 4.2 23 2 5.7 -1.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4.2 7 18 6.0 -1.6
SMLF iShares U.S. SmallCap Equity Factor ETF 4.1 15 10 5.8 -1.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 4.1 17 8 5.7 -1.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.1 70 -45 4.8 -2.7
VBK Vanguard Small-Cap Growth ETF 4.1 7 18 1.9 -5.6
QDEF FlexShares Quality Dividend Defensive Index Fund 4.1 37 -12 6.0 -1.6
OSCV Opus Small Cap Value ETF 4.0 79 -54 6.5 -1.0
RSSL Global X Russell 2000 ETF 4.0 8 17 4.3 -3.2
JHSC John Hancock Multifactor Small Cap ETF 4.0 42 -17 6.6 -0.9
IWM iShares Russell 2000 ETF 4.0 19 6 4.3 -3.3
DLN WisdomTree U.S. LargeCap Dividend Fund 3.9 28 -3 5.9 -1.6
DTD WisdomTree U.S. Total Dividend Fund 3.9 28 -3 6.3 -1.3
CLOU Global X Cloud Computing ETF 3.9 68 -43 2.2 -5.3
VTWO Vanguard Russell 2000 ETF 3.9 7 18 4.3 -3.2
WCEO Hypatia Women CEO ETF 3.9 85 -60 3.8 -3.8
HAPY Harbor Human Capital Factor Unconstrained ETF 3.9 50 -25 5.6 -1.9
VOE Vanguard Mid-Cap Value ETF 3.8 7 18 7.6 +0.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 3.8 39 -14 5.3 -2.3
IMCG iShares Morningstar Mid-Cap Growth ETF 3.8 6 19 4.0 -3.5
DHS WisdomTree U.S. High Dividend Fund 3.8 38 -13 8.1 +0.6
BWEB Bitwise Web3 ETF 3.8 85 -60 -0.2 -7.7
BEEZ Honeytree U.S. Equity ETF 3.8 64 -39 3.8 -3.8
SWP SWP Growth & Income ETF 3.8 99 -74 4.0 -3.6
ETHO Etho Climate Leadership U.S. ETF 3.8 47 -22 5.3 -2.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.8 30 -5 8.3 +0.7
IGPT Invesco AI and Next Gen Software ETF 3.8 60 -35 4.1 -3.4
VO Vanguard Mid-Cap ETF 3.7 4 21 5.7 -1.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.7 9 16 6.1 -1.4
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 3.7 12 13 7.4 -0.2
GVUS Marketbeta Russell 1000 Value Equity ETF 3.6 12 13 6.5 -1.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 3.6 35 -10 6.2 -1.4
JHMM John Hancock Multifactor Mid Cap ETF 3.6 42 -17 6.4 -1.2
VXF Vanguard Extended Market ETF 3.6 5 20 4.6 -2.9
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.6 29 -4 6.3 -1.3
SIXL ETC 6 Meridian Low Beta Equity ETF 3.5 80 -55 6.2 -1.3
VOT Vanguard Mid-Cap Growth ETF 3.5 7 18 3.6 -4.0
JAVA JPMorgan Active Value ETF 3.5 44 -19 6.4 -1.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 3.4 10 15 5.1 -2.5
ISCG iShares Morningstar Small-Cap Growth ETF 3.4 6 19 2.9 -4.7
ONEV SPDR Russell 1000 Low Volatility Focus ETF 3.4 20 5 7.7 +0.2
INRO iShares U.S. Industry Rotation Active ETF 3.3 42 -17 4.2 -3.3
NIXT Research Affiliates Deletions ETF 3.3 9 16 8.6 +1.1
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.3 35 -10 7.2 -0.4
JPEF JPMorgan Equity Focus ETF 3.3 50 -25 4.2 -3.3
IJK iShares S&P Mid-Cap 400 Growth ETF 3.3 17 8 5.9 -1.7
IWD iShares Russell 1000 Value ETF 3.3 19 6 6.4 -1.1
VONV Vanguard Russell 1000 Value ETF 3.2 7 18 6.5 -1.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.2 20 5 5.5 -2.0
VFMV Vanguard U.S. Minimum Volatility ETF 3.2 13 12 5.7 -1.8
FLQS Franklin U.S. Small Cap Multifactor Index ETF 3.2 35 -10 9.4 +1.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.1 10 15 6.0 -1.5
SMMD iShares Russell 2500 ETF 3.1 15 10 6.1 -1.4
SCHV Schwab U.S. Large-Cap Value ETF 3.1 4 21 6.7 -0.9
MDYG SPDR S&P 400 Mid Cap Growth ETF 3.1 15 10 5.9 -1.7
FUNL CornerCap Fundametrics Large-Cap ETF 3.1 50 -25 7.2 -0.3
SNPV Xtrackers S&P 500 Value ESG ETF 3.0 15 10 6.7 -0.8
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.0 55 -30 4.3 -3.3
EZM WisdomTree U.S. MidCap Fund 3.0 38 -13 9.0 +1.5
FYX First Trust Small Cap Core AlphaDEX Fund 3.0 61 -36 5.9 -1.7
EES WisdomTree U.S. SmallCap Fund 2.9 38 -13 8.7 +1.2
VEGN US Vegan Climate ETF 2.9 60 -35 4.4 -3.2
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 2.9 65 -40 -1.4 -9.0
BDIV AAM Brentview Dividend Growth ETF 2.9 49 -24 4.5 -3.0
ROSC Hartford Multifactor Small Cap ETF 2.8 34 -9 9.2 +1.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.8 12 13 5.1 -2.5
AFMC First Trust Active Factor Mid Cap ETF 2.8 65 -40 8.3 +0.8
REVS Columbia Research Enhanced Value ETF 2.8 19 6 7.6 +0.1
CHGX AXS Change Finance ESG ETF 2.8 49 -24 4.8 -2.7
KONG Formidable Fortress ETF 2.8 89 -64 6.0 -1.5
QUVU Hartford Quality Value ETF 2.8 46 -21 7.3 -0.3
JHDV John Hancock U.S. High Dividend ETF 2.7 34 -9 6.5 -1.0
AIEQ AI Powered Equity ETF 2.7 75 -50 3.7 -3.8
CGDG Capital Group Dividend Growers ETF 2.7 47 -22 6.2 -1.3
XSMO Invesco S&P SmallCap Momentum ETF 2.7 39 -14 5.6 -1.9
YLDE ClearBridge Dividend Strategy ESG ETF 2.7 60 -35 5.7 -1.9
USXF iShares ESG Advanced MSCI USA ETF 2.6 10 15 4.6 -2.9
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.6 60 -35 6.1 -1.5
BEEX BeeHive ETF 2.6 84 -59 4.2 -3.4
FCPI Fidelity Stocks for Inflation ETF 2.6 15 10 7.5 -0.1
SSPY Syntax Stratified LargeCap ETF 2.6 30 -5 6.7 -0.8
SHUS Syntax Stratified U.S. Total Market Hedged ETF 2.6 65 -40 6.4 -1.1
FELV Fidelity Enhanced Large Cap Value ETF 2.5 18 7 6.7 -0.8
TMFG Motley Fool Global Opportunities ETF 2.5 85 -60 3.9 -3.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.5 9 16 4.8 -2.7
INCE Franklin Income Equity Focus ETF 2.5 29 -4 5.6 -1.9
RJMG FT Raymond James Multicap Growth Equity ETF 2.4 85 -60 2.0 -5.6
FESM Fidelity Enhanced Small Cap ETF 2.4 28 -3 7.2 -0.4
XMMO Invesco S&P MidCap Momentum ETF 2.4 34 -9 5.5 -2.0
NULV Nuveen ESG Large-Cap Value ETF 2.4 26 -1 6.4 -1.2
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 2.4 5 20 8.0 +0.4
FYT First Trust Small Cap Value AlphaDEX Fund 2.4 73 -48 10.5 +3.0
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 2.3 55 -30 10.1 +2.5
IUSV iShares Core S&P US Value ETF 2.3 4 21 6.5 -1.1
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.3 15 10 4.8 -2.7
GLBL Pacer MSCI World Industry Advantage ETF 2.3 65 -40 4.1 -3.5
CVAR Cultivar ETF 2.3 87 -62 6.8 -0.7
RFFC ALPS Active Equity Opportunity ETF 2.3 48 -23 4.4 -3.2
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 2.3 56 -31 6.1 -1.5
KNCT Invesco Next Gen Connectivity ETF 2.3 40 -15 4.7 -2.9
JVAL JPMorgan U.S. Value Factor ETF 2.2 12 13 8.0 +0.5
NXTG First Trust Indxx NextG ETF 2.2 70 -45 5.2 -2.4
DEUS Xtrackers Russell US Multifactor ETF 2.2 17 8 7.1 -0.5
FAB First Trust Multi Cap Value AlphaDEX Fund 2.2 67 -42 9.9 +2.3
EVUS iShares ESG Aware MSCI USA Value ETF 2.2 18 7 6.5 -1.0
DIVB iShares Core Dividend ETF 2.1 5 20 8.2 +0.6
QLC FlexShares US Quality Large Cap Index Fund 2.1 25 0 5.3 -2.3
SPXT ProShares S&P 500 Ex-Technology ETF 2.1 9 16 5.5 -2.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.1 65 -40 3.5 -4.0
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.1 19 6 5.3 -2.2
VTV Vanguard Value ETF 2.1 4 21 6.8 -0.7
NULC Nuveen ESG Large-Cap ETF 2.1 21 4 4.7 -2.9
ASLV Allspring Special Large Value ETF 2.1 35 -10 6.4 -1.1
HDUS Hartford Disciplined US Equity ETF 2.1 19 6 5.6 -1.9
XMAG Defiance Large Cap ex-Mag 7 ETF 2.1 35 -10 5.1 -2.4
VOOV Vanguard S&P 500 Value ETF 2.0 7 18 6.3 -1.3
IVE iShares S&P 500 Value ETF 2.0 18 7 6.2 -1.3
ESGV Vanguard ESG U.S. Stock ETF 2.0 9 16 4.6 -2.9
SPYV SPDR Portfolio S&P 500 Value ETF 2.0 4 21 6.3 -1.2
RBLD First Trust Alerian US NextGen Infrastructure ETF 2.0 65 -40 5.0 -2.6
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.0 40 -15 7.2 -0.4
FLQL Franklin LibertyQ U.S. Equity ETF 2.0 15 10 5.3 -2.3
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.0 52 -27 6.3 -1.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.0 14 11 4.8 -2.7
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.0 50 -25 8.1 +0.6
PRF Invesco FTSE RAFI US 1000 ETF 2.0 39 -14 6.7 -0.8
XDAT Franklin Exponential Data ETF 2.0 50 -25 2.1 -5.5
VLU SPDR S&P 1500 Value Tilt ETF 1.9 12 13 7.4 -0.2
TIME Clockwise Core Equity & Innovation ETF 1.9 95 -70 2.8 -4.7
PRXV Praxis Impact Large Cap Value ETF 1.9 36 -11 6.5 -1.0
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.9 15 10 4.6 -3.0
KLMN Invesco MSCI North America Climate ETF 1.9 9 16 4.9 -2.6
UDI USCF Dividend Income Fund 1.9 65 -40 8.2 +0.6
SMDV ProShares Russell 2000 Dividend Growers ETF 1.9 40 -15 7.5 -0.0
STXV Strive 1000 Value ETF 1.9 18 7 8.0 +0.5
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.9 43 -18 6.1 -1.4
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.9 60 -35 9.4 +1.8
SMAP Amplify Small-Mid Cap Equity ETF 1.9 60 -35 5.6 -2.0
LRGC AB US Large Cap Strategic Equities ETF 1.9 48 -23 4.4 -3.2
VLUE iShares MSCI USA Value Factor ETF 1.8 15 10 9.5 +1.9
JHML John Hancock Multifactor Large Cap ETF 1.8 29 -4 5.3 -2.2
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.8 47 -22 5.8 -1.7
JMOM JPMorgan U.S. Momentum Factor ETF 1.8 12 13 4.5 -3.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.8 25 0 5.6 -2.0
HAPI Harbor Human Capital Factor US Large Cap ETF 1.8 36 -11 4.8 -2.8
ONEO SPDR Russell 1000 Momentum Focus ETF 1.8 20 5 7.0 -0.6
FDWM Fidelity Women's Leadership ETF 1.8 59 -34 4.8 -2.7
DSI iShares MSCI KLD 400 Social ETF 1.8 25 0 4.8 -2.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.8 18 7 5.9 -1.6
SPVM Invesco S&P 500 Value with Momentum ETF 1.8 39 -14 7.6 +0.0
AFLG First Trust Active Factor Large Cap ETF 1.8 55 -30 6.3 -1.3
FDMO Fidelity Momentum Factor ETF 1.8 15 10 3.6 -4.0
FYC First Trust Small Cap Growth AlphaDEX Fund 1.8 71 -46 0.4 -7.1
FVAL Fidelity Value Factor ETF 1.8 15 10 6.8 -0.7
YALL God Bless America ETF 1.7 65 -40 3.6 -3.9
IWX iShares Russell Top 200 Value ETF 1.7 20 5 6.2 -1.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.7 70 -45 2.8 -4.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.7 11 14 4.8 -2.7
SNPE Xtrackers S&P 500 ESG ETF 1.7 10 15 5.0 -2.5
FLRG Fidelity U.S. Multifactor ETF 1.7 15 10 6.9 -0.7
SHE SPDR MSCI USA Gender Diversity ETF 1.7 20 5 5.1 -2.5
FTA First Trust Large Cap Value AlphaDEX Fund 1.7 59 -34 8.9 +1.4
DIV Global X SuperDividend US ETF 1.7 45 -20 12.0 +4.4
FDLO Fidelity Low Volatility Factor ETF 1.7 15 10 5.3 -2.2
IWV iShares Russell 3000 ETF 1.7 20 5 4.7 -2.9
VTI Vanguard Total Stock Market ETF 1.7 3 22 4.8 -2.7
VTHR Vanguard Russell 3000 ETF 1.7 7 18 4.8 -2.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.7 7 18 5.0 -2.5
TMDV ProShares Russell US Dividend Growers ETF 1.7 35 -10 6.5 -1.0
FMKT The Free Markets ETF 1.7 76 -51 1.5 -6.0
QVML Invesco S&P 500 QVM Multi-factor ETF 1.7 11 14 5.1 -2.5
SCHB Schwab U.S. Broad Market ETF 1.7 3 22 4.9 -2.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.7 29 -4 6.4 -1.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.6 3 22 4.8 -2.7
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.6 8 17 4.9 -2.6
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.6 3 22 5.1 -2.5
SGLC SGI U.S. Large Cap Core ETF 1.6 85 -60 3.9 -3.6
YOKE Yoke Core ETF 1.6 42 -17 4.3 -3.2
FQAL Fidelity Quality Factor ETF 1.6 15 10 5.6 -1.9
IWB iShares Russell 1000 ETF 1.6 15 10 4.8 -2.8
LRGE ClearBridge Large Cap Growth ESG ETF 1.6 59 -34 3.9 -3.6
VONE Vanguard Russell 1000 ETF 1.6 7 18 4.8 -2.7
SUSA iShares MSCI USA ESG Select ETF 1.6 25 0 4.7 -2.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.6 2 23 4.8 -2.7
QDIV Global X S&P 500 Quality Dividend ETF 1.6 20 5 8.8 +1.2
JQUA JPMorgan U.S. Quality Factor ETF 1.6 12 13 5.9 -1.7
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.5 40 -15 3.7 -3.9
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.5 35 -10 4.1 -3.4
SCHK Schwab 1000 Index ETF 1.5 5 20 4.9 -2.6
JEPI JPMorgan Equity Premium Income ETF 1.5 35 -10 5.7 -1.9
ZECP Zacks Earnings Consistent Portfolio ETF 1.5 55 -30 4.8 -2.7
DEMZ Democratic Large Cap Core ETF 1.5 45 -20 4.5 -3.1
CAML Congress Large Cap Growth ETF 1.5 66 -41 3.4 -4.1
IYY iShares Dow Jones U.S. ETF 1.5 20 5 4.7 -2.8
XVV iShares ESG Screened S&P 500 ETF 1.5 8 17 4.7 -2.8
SPXV ProShares S&P 500 Ex-Health Care ETF 1.5 9 16 4.6 -3.0
BGIG Bahl & Gaynor Income Growth ETF 1.5 45 -20 5.2 -2.3
FDRR Fidelity Dividend ETF for Rising Rates 1.5 15 10 6.9 -0.6
DSPY Tema S&P 500 Historical Weight ETF 1.5 18 7 5.1 -2.4
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.5 39 -14 9.6 +2.0
TMFS Motley Fool Small-Cap Growth ETF 1.5 85 -60 3.8 -3.8
ILCV iShares Morningstar Value ETF 1.5 4 21 6.4 -1.1
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.5 25 0 5.3 -2.2
SCHX Schwab U.S. Large-Cap ETF 1.5 3 22 4.9 -2.6
STXD Strive 1000 Dividend Growth ETF 1.5 35 -10 4.8 -2.8
WDIV SPDR S&P Global Dividend ETF 1.5 40 -15 9.1 +1.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.4 7 18 4.7 -2.8
APUE ActivePassive U.S. Equity ETF 1.4 45 -20 4.6 -3.0
GOP Unusual Whales Subversive Republican Trading ETF 1.4 50 -25 5.5 -2.0
BKLC BNY Mellon US Large Cap Core Equity ETF 1.4 0 25 4.8 -2.7
FNDB Schwab Fundamental US Broad Market Index ETF 1.4 25 0 7.2 -0.4
PBUS Invesco MSCI USA ETF 1.4 4 21 4.8 -2.7
CATH Global X S&P 500 Catholic Values Custom ETF 1.4 29 -4 4.6 -3.0
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.4 20 5 4.6 -2.9
SPXE ProShares S&P 500 Ex-Energy ETF 1.4 9 16 4.7 -2.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.4 10 15 4.9 -2.6
HLGE Hartford Longevity Economy ETF 1.4 44 -19 -0.4 -7.9
STXG Strive 1000 Growth ETF 1.4 18 7 3.8 -3.7
AFSM First Trust Active Factor Small Cap ETF 1.4 75 -50 7.5 0.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.4 30 -5 6.5 -1.0
VOTE TCW Transform 500 ETF 1.4 5 20 4.8 -2.7
IVV iShares Core S&P 500 ETF 1.4 3 22 4.9 -2.6
VOO Vanguard S&P 500 ETF 1.4 3 22 4.9 -2.6
SPLG SPDR Portfolio S&P 500 ETF 1.4 2 23 4.9 -2.6
SPY SPDR S&P 500 ETF Trust 1.4 9 16 4.8 -2.7
ILCB iShares Morningstar U.S. Equity ETF 1.4 3 22 4.8 -2.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.4 20 5 5.0 -2.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.3 64 -39 2.2 -5.3
WOMN Impact Shares YWCA Women's Empowerment ETF 1.3 75 -50 5.4 -2.1
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 15 5.6 -1.9
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -55 6.7 -0.8
USMF WisdomTree U.S. Multifactor Fund 1.3 28 -3 7.0 -0.5
ADME Aptus Drawdown Managed Equity ETF 1.3 79 -54 4.0 -3.5
LRGF iShares U.S. Equity Factor ETF 1.3 8 17 5.4 -2.2
GURU Global X Guru Index ETF 1.3 75 -50 2.9 -4.6
FNX First Trust Mid Cap Core AlphaDEX Fund 1.3 60 -35 7.3 -0.3
IETC iShares U.S. Tech Independence Focused ETF 1.3 18 7 3.6 -3.9
ACVF American Conservative Values ETF 1.3 75 -50 4.3 -3.2
ILCG iShares Morningstar Growth ETF 1.3 4 21 3.6 -3.9
SUSL iShares ESG MSCI USA Leaders ETF 1.3 10 15 4.9 -2.6
KOKU Xtrackers MSCI Kokusai Equity ETF 1.3 9 16 5.1 -2.4
SFY SoFi Select 500 ETF 1.3 0 25 4.3 -3.2
VV Vanguard Large-Cap ETF 1.3 4 21 4.8 -2.8
PFM Invesco Dividend Achievers ETF 1.3 53 -28 5.2 -2.3
GLRY Inspire Faithward Mid Cap Momentum ETF 1.2 80 -55 5.8 -1.7
STRV Strive 500 ETF 1.2 5 20 4.7 -2.8
SPGP Invesco S&P 500 GARP ETF 1.2 34 -9 6.5 -1.0
FSST Fidelity Sustainable U.S. Equity ETF 1.2 59 -34 4.3 -3.2
FEX First Trust Large Cap Core AlphaDEX Fund 1.2 59 -34 5.8 -1.7
TOV JLens 500 Jewish Advocacy U.S. ETF 1.2 18 7 4.5 -3.0
MTUM iShares MSCI USA Momentum Factor ETF 1.2 15 10 3.4 -4.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.2 45 -20 4.4 -3.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.2 9 16 5.1 -2.4
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.2 75 -50 5.0 -2.6
HLAL Wahed FTSE USA Shariah ETF 1.2 50 -25 4.6 -2.9
RAFE PIMCO RAFI ESG U.S. ETF 1.2 29 -4 7.0 -0.5
DVND Touchstone Dividend Select ETF 1.2 67 -42 5.6 -2.0
ESGU iShares ESG Aware MSCI USA ETF 1.1 15 10 4.7 -2.9
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.1 12 13 4.5 -3.1
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.1 49 -24 9.4 +1.9
RECS Columbia Research Enhanced Core ETF 1.1 15 10 5.6 -1.9
IWO iShares Russell 2000 Growth ETF 1.1 24 1 1.3 -6.2
MDLV Morgan Dempsey Large Cap Value ETF 1.1 58 -33 7.4 -0.1
VTWG Vanguard Russell 2000 Growth ETF 1.1 10 15 1.4 -6.1
DGT SPDR Global Dow ETF 1.1 50 -25 6.9 -0.6
FPX First Trust US Equity Opportunities ETF 1.1 61 -36 1.0 -6.6
TOK iShares MSCI Kokusai ETF 1.1 26 -1 5.0 -2.6
EQWL Invesco S&P 100 Equal Weight ETF 1.1 25 0 6.2 -1.3
RVRB Reverb ETF 1.1 30 -5 4.5 -3.1
FNDX Schwab Fundamental US Large Co. Index ETF 1.1 25 0 7.1 -0.4
TMAT Main Thematic Innovation ETF 1.1 164 -139 -1.5 -9.0
VT Vanguard Total World Stock ETF 1.1 6 19 5.8 -1.8
JOET Virtus Terranova US Quality Momentum ETF 1.1 29 -4 4.7 -2.9
LOWV AB US Low Volatility Equity ETF 1.0 48 -23 5.1 -2.4
SIXG Defiance Connective Technologies ETF 1.0 30 -5 3.5 -4.1
SFYF SoFi Social 50 ETF 1.0 29 -4 0.4 -7.2
MGV Vanguard Mega Cap Value ETF 1.0 7 18 6.6 -0.9
URTH iShares MSCI World ETF 1.0 24 1 5.0 -2.5
ROUS Hartford Multifactor US Equity ETF 1.0 19 6 7.0 -0.5
QUAL iShares MSCI USA Quality Factor ETF 1.0 15 10 5.4 -2.1
VALQ American Century U.S. Quality Value ETF 1.0 29 -4 7.7 +0.2
SVAL iShares US Small Cap Value Factor ETF 1.0 20 5 10.3 +2.8
IUSG iShares Core S&P U.S. Growth ETF 1.0 4 21 4.1 -3.4
XMVM Invesco S&P MidCap Value with Momentum ETF 1.0 39 -14 9.6 +2.1
WLDR Affinity World Leaders Equity ETF 1.0 67 -42 7.4 -0.2
CGUS Capital Group Core Equity ETF 0.9 33 -8 4.3 -3.3
ACWI iShares MSCI ACWI ETF 0.9 32 -7 5.5 -2.1
RWK Invesco S&P MidCap 400 Revenue ETF 0.9 39 -14 9.3 +1.8
NACP Impact Shares NAACP Minority Empowerment ETF 0.9 49 -24 4.7 -2.9
FFND Future Fund Active ETF 0.9 100 -75 4.2 -3.3
LVOL American Century Low Volatility ETF 0.9 29 -4 4.9 -2.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.9 9 16 5.6 -1.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 5 5.6 -2.0
FDFF Fidelity Disruptive Finance ETF 0.9 50 -25 4.3 -3.3
FNK First Trust Mid Cap Value AlphaDEX Fund 0.9 70 -45 10.9 +3.4
CGDV Capital Group Dividend Value ETF 0.9 33 -8 4.5 -3.0
DTEC ALPS Disruptive Technologies ETF 0.9 50 -25 3.9 -3.6
BEDZ AdvisorShares Hotel ETF 0.9 100 -75 6.8 -0.8
VOOG Vanguard S&P 500 Growth ETF 0.8 7 18 4.0 -3.6
SPYG SPDR Portfolio S&P 500 Growth ETF 0.8 4 21 4.0 -3.5
IVW iShares S&P 500 Growth ETF 0.8 18 7 3.9 -3.7
OPTZ Optimize Strategy Index ETF 0.8 50 -25 4.6 -3.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.8 32 -7 4.9 -2.6
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -50 5.2 -2.3
FEGE First Eagle Global Equity ETF 0.8 79 -54 6.8 -0.8
PRAY FIS Christian Stock Fund 0.8 69 -44 5.1 -2.4
MGK Vanguard Mega Cap Growth ETF 0.8 7 18 4.0 -3.5
SPMO Invesco S&P 500 Momentum ETF 0.8 13 12 3.5 -4.1
MGC Vanguard Mega Cap ETF 0.8 7 18 4.6 -3.0
HKND Humankind US Stock ETF 0.8 11 14 7.1 -0.5
JGLO JPMorgan Global Select Equity ETF 0.8 33 -8 5.0 -2.6
EPS WisdomTree U.S. LargeCap Fund 0.8 8 17 5.6 -1.9
VUG Vanguard Growth ETF 0.7 4 21 3.9 -3.6
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.7 30 -5 13.1 +5.5
HAPS Harbor Human Capital Factor US Small Cap ETF 0.7 60 -35 3.9 -3.6
BLCV iShares Large Cap Value Active ETF 0.7 53 -28 7.4 -0.2
FTC First Trust Large Cap Growth AlphaDEX Fund 0.7 59 -34 2.7 -4.8
GSPY Gotham Enhanced 500 ETF 0.7 50 -25 5.2 -2.3
QUS SPDR MSCI USA StrategicFactors ETF 0.7 15 10 5.7 -1.9
IWL iShares Russell Top 200 ETF 0.7 15 10 4.6 -3.0
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.7 29 -4 4.5 -3.1
GDIV Harbor Dividend Growth Leaders ETF 0.7 50 -25 5.2 -2.3
PRXG Praxis Impact Large Cap Growth ETF 0.7 36 -11 3.6 -3.9
FELC Fidelity Enhanced Large Cap Core ETF 0.6 18 7 5.1 -2.4
AUSF Global X Adaptive U.S. Factor ETF 0.6 27 -2 8.8 +1.3
USMV iShares MSCI USA Min Vol Factor ETF 0.6 15 10 5.9 -1.7
CSMD Congress SMid Growth ETF 0.6 69 -44 3.9 -3.7
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.6 70 -45 4.6 -2.9
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.6 35 -10 7.3 -0.3
XSHQ Invesco S&P SmallCap Quality ETF 0.6 29 -4 7.2 -0.3
MBOX Freedom Day Dividend ETF 0.6 39 -14 7.3 -0.2
IWP iShares Russell Mid-Cap Growth ETF 0.5 23 2 3.4 -4.1
EGUS iShares ESG Aware MSCI USA Growth ETF 0.5 18 7 3.8 -3.7
RPV Invesco S&P 500 Pure Value ETF 0.5 35 -10 10.4 +2.8
KRMA Global X Conscious Companies ETF 0.5 43 -18 5.8 -1.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.5 19 6 6.3 -1.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.5 60 -35 3.9 -3.6
GINN Goldman Sachs Innovate Equity ETF 0.5 52 -27 3.6 -3.9
RWL Invesco S&P 500 Revenue ETF 0.5 39 -14 6.8 -0.8
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -54 4.4 -3.1
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 -17 5.3 -2.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.5 75 -50 4.0 -3.6
HELX Franklin Genomic Advancements ETF 0.5 50 -25 -0.2 -7.8
RFV Invesco S&P Midcap 400 Pure Value ETF 0.5 35 -10 12.8 +5.3
JSML Janus Henderson Small Cap Growth Alpha ETF 0.5 30 -5 7.7 +0.2
MGMT Ballast Small/Mid Cap ETF 0.4 110 -85 8.3 +0.7
SDIV Global X Superdividend ETF 0.4 58 -33 40.9 +33.4
CALF Pacer US Small Cap Cash Cows 100 ETF 0.4 59 -34 10.7 +3.1
VSLU Applied Finance Valuation Large Cap ETF 0.4 49 -24 5.5 -2.1
QWLD SPDR MSCI World StrategicFactors ETF 0.4 30 -5 5.9 -1.6
FBCV Fidelity Blue Chip Value ETF 0.4 59 -34 7.4 -0.2
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.4 35 -10 5.9 -1.6
FBCG Fidelity Blue Chip Growth ETF 0.4 59 -34 2.8 -4.8
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 -35 2.0 -5.5
IWC iShares Micro-Cap ETF 0.4 60 -35 -0.8 -8.4
SNPG Xtrackers S&P 500 Growth ESG ETF 0.4 15 10 4.4 -3.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.4 25 0 5.9 -1.7
LQPE PEO AlphaQuest Thematic PE ETF 0.3 125 -100 5.1 -2.5
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 4 3.6 -3.9
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.3 35 -10 10.0 +2.5
TMFX Motley Fool Next Index ETF 0.3 50 -25 2.6 -5.0
FFLC Fidelity Fundamental Large Cap Core ETF 0.3 38 -13 4.5 -3.0
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.3 25 0 11.0 +3.4
ACWV iShares MSCI Global Min Vol Factor ETF 0.3 20 5 6.2 -1.4
SCHG Schwab U.S. Large-Cap Growth ETF 0.3 4 21 3.9 -3.6
TMFC Motley Fool 100 Index ETF 0.3 50 -25 3.4 -4.2
BUYZ Franklin Disruptive Commerce ETF 0.3 50 -25 2.2 -5.4
IEDI iShares U.S. Consumer Focused ETF 0.2 18 7 5.3 -2.2
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.2 38 -13 9.8 +2.3
IUS Invesco RAFI Strategic US ETF 0.2 19 6 6.8 -0.7
GLOF iShares Global Equity Factor ETF 0.2 20 5 6.3 -1.2
PKW Invesco Buyback Achievers ETF 0.2 62 -37 7.2 -0.4
SIXS ETC 6 Meridian Small Cap Equity ETF 0.1 89 -64 9.8 +2.3
OEF iShares S&P 100 ETF 0.1 20 5 4.4 -3.1
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.1 12 13 4.4 -3.1
QLV FlexShares US Quality Low Volatility Index Fund 0.1 22 3 5.6 -1.9
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.1 36 -11 10.6 +3.1
FDM First Trust Dow Jones Select MicroCap Index Fund 0.1 60 -35 7.4 -0.2
EBI Longview Advantage ETF 0.1 35 -10 6.5 -1.0
IWF iShares Russell 1000 Growth ETF 0.1 19 6 4.3 -3.2
VONG Vanguard Russell 1000 Growth ETF 0.1 7 18 4.4 -3.2
RNIN Bushido Capital US SMID Cap Equity ETF 0.1 70 -45 10.3 +2.8
IWY iShares Russell Top 200 Growth ETF 0.0 20 5 4.4 -3.1
AVUQ Avantis U.S. Quality ETF 0.0 15 10 4.3 -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

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 SPDR Dow Jones REIT ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 14.5 %
Divided by: Fwd. P/BV 1.9 x
Less: Expense ratio 25 bp
Equals: ALTAR Score 7.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.61 CATEGORY
AVERAGE		 1.59
 
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.