State Street SPDR Dow Jones REIT ETF
ALTAR
Score™		 7.6% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 14.1x 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) $1,712
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. 12.0 %
PROLOGIS INC 10.8 %
SIMON PROPERTY GROUP INC 4.5 %
REALTY INCOME CORP 4.2 %
EQUINIX INC 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 52.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 96.3 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru November 30)
Year-to-date 1 year 5 years 10 years Since Incep.
4.9% -2.6% 7.3% 4.9% 8.3%

Market Correlations
versus... Beta R-squared
S&P500 0.60 42%
MSCI EAFE 0.74 46%
MSCI Emg. Mkts. 0.55 29%

Technical Indicators
Recent close $101.99
30d moving avg. $100.03
Annualized volatility 17.5%
Short interest (ETF) 1.9%
Short interest (Underlying) 3.1%
Relative strength (RSI) 57

Liquidity measures
Avg. volume (thou.) 461
Turnover 2.8%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $4,552

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 565 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™: 7.6%


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 8.0 +0.4
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 84.3 11 14 8.0 +0.5
FRI First Trust S&P REIT Index Fund 83.7 50 -25 7.5 -0.0
DFAR Dimensional US Real Estate ETF 79.0 19 6 8.2 +0.7
SCHH Schwab U.S. REIT ETF 78.7 7 18 8.3 +0.7
IYR iShares U.S. Real Estate ETF 70.8 40 -15 7.6 0.0
VNQ Vanguard Real Estate ETF 70.2 13 12 7.6 0.0
RWO SPDR Dow Jones Global Real Estate ETF 68.5 50 -25 6.9 -0.7
FREL Fidelity MSCI Real Estate Index ETF 68.1 8 17 7.7 +0.1
XLRE Real Estate Select Sector SPDR Fund 68.0 8 17 7.8 +0.3
ICF iShares Cohen & Steers REIT ETF 65.2 33 -8 8.0 +0.4
REET iShares Global REIT ETF 62.6 14 11 7.5 -0.1
DFGR Dimensional Global Real Estate ETF 58.8 22 3 7.7 +0.2
PPTY US Diversified Real Estate ETF 57.0 53 -28 8.3 +0.7
AVRE Avantis Real Estate ETF 55.7 17 8 7.3 -0.3
ERET iShares Environmentally Aware Real Estate ETF 55.3 30 -5 7.2 -0.4
VGSR Vert Global Sustainable Real Estate ETF 55.1 47 -22 7.6 +0.0
RITA ETFB Green SRI REITs ETF 53.9 50 -25 5.7 -1.9
FPRO Fidelity Real Estate Investment ETF 52.6 59 -34 6.7 -0.9
PSR Invesco Active U.S. Real Estate Fund 48.7 35 -10 7.9 +0.4
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 48.5 40 -15 8.3 +0.7
JPRE JPMorgan Realty Income ETF 45.5 50 -25 8.8 +1.2
REZ iShares Residential and Multisector Real Estate ETF 45.2 48 -23 6.2 -1.4
GQRE FlexShares Global Quality Real Estate Index Fund 41.8 45 -20 7.9 +0.3
JRE Janus Henderson U.S. Real Estate ETF 41.4 65 -40 7.8 +0.2
IVRA Invesco Real Assets ESG ETF 37.1 59 -34 6.4 -1.2
SPRE SP Funds S&P Global REIT Sharia ETF 36.6 55 -30 6.2 -1.4
HAUS Residential REIT ETF 32.1 60 -35 4.1 -3.5
IRET iREIT - MarketVector Quality REIT Index ETF 31.1 60 -35 7.1 -0.5
BYRE Principal Real Estate Active Opportunities ETF 27.5 65 -40 6.8 -0.8
NURE Nuveen Short-Term REIT ETF 27.5 35 -10 8.5 +0.9
IQRA IQ CBRE Real Assets ETF 26.0 65 -40 5.6 -2.0
INDS Pacer Industrial Real Estate ETF 24.3 55 -30 6.6 -1.0
DESK VanEck Office and Commercial REIT ETF 22.7 50 -25 17.6 +10.0
BLDG Cambria Global Real Estate ETF 22.4 60 -35 11.6 +4.0
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 20.0 60 -35 5.9 -1.7
HOMZ Hoya Capital Housing ETF 19.2 30 -5 9.4 +1.9
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 18.2 7 18 10.9 +3.3
BLLD JPMorgan Sustainable Infrastructure ETF 18.0 49 -24 6.0 -1.6
REAI Intelligent Real Estate ETF 15.8 59 -34 4.6 -3.0
VRAI Virtus Real Asset Income ETF 15.1 55 -30 10.6 +3.0
BIBL Inspire 100 ETF 13.8 35 -10 5.2 -2.4
RDOG ALPS REIT Dividend Dogs ETF 13.4 35 -10 10.4 +2.9
XMLV Invesco S&P MidCap Low Volatility ETF 12.9 25 0 7.2 -0.4
ABLD Abacus FCF Real Assets Leaders ETF 12.4 69 -44 6.7 -0.9
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 11.4 27 -2 7.2 -0.4
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 11.2 30 -5 10.3 +2.7
RIET Hoya Capital High Dividend Yield ETF 11.1 50 -25 52.6 +45.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 10.3 10 15 4.4 -3.2
NETL NETLease Corporate Real Estate ETF 10.2 60 -35 8.6 +1.0
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 9.5 10 15 4.3 -3.3
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 9.2 80 -55 8.1 +0.5
CZA Invesco Zacks Mid-Cap ETF 9.0 72 -47 7.3 -0.2
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 8.8 12 13 6.0 -1.6
SPLV Invesco S&P 500 Low Volatility ETF 8.6 25 0 5.5 -2.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 8.6 25 0 5.5 -2.1
DEW WisdomTree Global High Dividend Fund 8.3 58 -33 8.2 +0.6
DTCR Global X Data Center & Digital Infrastructure ETF 8.2 50 -25 3.8 -3.8
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 8.2 41 -16 5.5 -2.0
SRVR Pacer Data & Infrastructure Real Estate ETF 8.2 55 -30 4.5 -3.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 8.0 24 1 8.1 +0.5
DON WisdomTree U.S. MidCap Dividend Fund 8.0 38 -13 9.1 +1.6
PSCF Invesco S&P SmallCap Financials ETF 7.7 29 -4 9.8 +2.2
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 7.7 60 -35 7.9 +0.3
SRET Global X SuperDividend REIT ETF 7.7 59 -34 12.1 +4.5
IQSM IQ Candriam U.S. Mid Cap Equity ETF 7.4 15 10 6.0 -1.5
ONEY State Street SPDR Russell 1000 Yield Focus ETF 7.4 20 5 10.1 +2.6
ULVM VictoryShares US Value Momentum ETF 7.3 20 5 7.2 -0.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 7.3 15 10 8.0 +0.4
IJJ iShares S&P Mid-Cap 400 Value ETF 7.2 18 7 8.6 +1.0
AGNG Global X Aging Population ETF 7.2 50 -25 4.4 -3.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 7.0 18 7 7.7 +0.1
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 6.9 15 10 8.6 +1.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 6.8 10 15 8.7 +1.2
FCLD Fidelity Cloud Computing ETF 6.8 39 -14 3.4 -4.1
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 6.8 60 -35 5.9 -1.7
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 6.7 29 -4 8.2 +0.6
FLDZ RiverNorth Patriot ETF 6.6 75 -50 6.3 -1.3
TXS Texas Capital Texas Equity Index ETF 6.5 49 -24 5.9 -1.6
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 6.5 12 13 8.1 +0.6
EQAL Invesco Russell 1000 Equal Weight ETF 6.5 20 5 7.1 -0.5
IWN iShares Russell 2000 Value ETF 6.4 24 1 7.6 -0.0
NUMV Nuveen ESG Mid-Cap Value ETF 6.4 31 -6 6.9 -0.7
XJR iShares ESG Screened S&P Small-Cap ETF 6.3 12 13 7.5 -0.1
SPDV AAM S&P 500 High Dividend Value ETF 6.3 29 -4 12.0 +4.4
VTWV Vanguard Russell 2000 Value ETF 6.3 10 15 7.7 +0.1
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 6.2 60 -35 4.2 -3.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 6.2 4 21 6.0 -1.6
MILN Global X Millennial Consumer ETF 6.1 50 -25 4.2 -3.4
IWS iShares Russell Mid-Cap Value ETF 6.1 23 2 7.1 -0.5
VBR Vanguard Small Cap Value ETF 6.1 7 18 9.1 +1.5
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 6.1 15 10 7.7 +0.1
FDVV Fidelity High Dividend ETF 5.9 15 10 7.5 -0.1
FSMD Fidelity Small-Mid Multifactor ETF 5.9 15 10 6.9 -0.7
PTL Inspire 500 ETF 5.9 9 16 5.3 -2.3
FNDA Schwab Fundamental US Small Co. Index ETF 5.9 25 0 8.8 +1.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.8 20 5 6.5 -1.1
IJT iShares S&P Small-Cap 600 Growth ETF 5.8 18 7 5.5 -2.1
FVD First Trust Value Line Dividend Index Fund 5.8 65 -40 6.2 -1.4
XSLV Invesco S&P SmallCap Low Volatility ETF 5.8 25 0 8.9 +1.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 5.8 20 5 6.1 -1.5
RJDI RJ Eagle GCM Dividend Select Income ETF 5.8 55 -30 5.4 -2.2
ERTH Invesco MSCI Sustainable Future ETF 5.8 62 -37 3.4 -4.2
XJH iShares ESG Screened S&P Mid-Cap ETF 5.8 12 13 7.2 -0.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 5.7 70 -45 5.0 -2.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 5.7 24 1 7.5 -0.1
CVY Invesco Zacks Multi-Asset Income ETF 5.7 106 -81 11.8 +4.2
IJR iShares Core S&P Small Cap ETF 5.6 6 19 7.6 +0.0
PY Principal Value ETF 5.6 15 10 7.3 -0.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 5.6 10 15 5.6 -2.0
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 5.6 15 10 5.5 -2.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 5.5 15 10 7.7 +0.1
FMET Fidelity Metaverse ETF 5.5 39 -14 4.8 -2.8
STXM Strive Mid-Cap ETF 5.5 18 7 6.4 -1.2
ISCV iShares Morningstar Small Cap Value ETF 5.4 6 19 9.2 +1.6
DIVG Invesco S&P 500 High Dividend Growers ETF 5.4 39 -14 8.4 +0.8
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 5.3 3 22 7.6 +0.1
SCHM Schwab U.S. Mid-Cap ETF 5.3 4 21 7.0 -0.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 5.3 15 10 7.3 -0.3
VIOO Vanguard S&P Small-Cap 600 ETF 5.2 7 18 7.6 -0.0
NUSC Nuveen ESG Small-Cap ETF 5.2 31 -6 5.2 -2.4
ICAP InfraCap Equity Income Fund ETF 5.2 171 -146 4.7 -2.9
USVM VictoryShares US Small Mid Cap Value Momentum ETF 5.1 25 0 7.7 +0.2
BLES Inspire Global Hope ETF 5.1 61 -36 6.8 -0.8
RDIV Invesco S&P Ultra Dividend Revenue ETF 5.1 39 -14 11.5 +4.0
MDY SPDR S&P Midcap 400 ETF Trust 5.1 24 1 7.1 -0.5
VB Vanguard Small-Cap ETF 5.1 5 20 6.1 -1.5
IJH iShares Core S&P Mid-Cap ETF 5.1 5 20 7.3 -0.3
MCDS JPMorgan Fundamental Data Science Mid Core ETF 5.0 35 -10 5.8 -1.8
NUDV Nuveen ESG Dividend ETF 4.9 26 -1 7.5 -0.1
PFI Invesco Dorsey Wright Financial Momentum ETF 4.8 60 -35 5.0 -2.6
IVOO Vanguard S&P Mid-Cap 400 ETF 4.8 7 18 7.3 -0.3
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 4.8 3 22 7.3 -0.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 4.8 9 16 3.9 -3.6
QDF FlexShares Quality Dividend Index Fund 4.8 37 -12 6.2 -1.3
ISMD Inspire Small/Mid Cap ETF 4.8 54 -29 5.5 -2.1
IWR iShares Russell Midcap ETF 4.8 19 6 6.2 -1.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 4.8 39 -14 5.7 -1.9
PSC Principal U.S. Small-Cap ETF 4.7 38 -13 6.8 -0.8
BKSE BNY Mellon US Small Cap Core Equity ETF 4.7 4 21 5.8 -1.8
STXK Strive Small-Cap ETF 4.7 18 7 6.0 -1.6
SFYX SoFi Next 500 ETF 4.7 0 25 5.9 -1.6
SIZE iShares MSCI USA Size Factor ETF 4.6 15 10 6.1 -1.5
XOEF iShares S&P 500 ex S&P 100 ETF 4.6 20 5 5.6 -2.0
DES WisdomTree U.S. SmallCap Dividend Fund 4.6 38 -13 9.3 +1.8
KBWY Invesco KBW Premium Yield Equity REIT ETF 4.6 35 -10 7.2 -0.4
TBG TBG Dividend Focus ETF 4.5 59 -34 7.7 +0.1
EUSA iShares MSCI USA Equal Weighted ETF 4.5 9 16 6.3 -1.3
RSP Invesco S&P 500 Equal Weight ETF 4.5 20 5 6.7 -0.8
SDY State Street SPDR S&P Dividend ETF 4.4 35 -10 6.8 -0.8
IMCV iShares Morningstar Mid-Cap Value ETF 4.4 6 19 8.1 +0.5
SDG iShares MSCI Global Sustainable Development Goals ETF 4.4 49 -24 4.9 -2.7
ISCB iShares Morningstar Small-Cap ETF 4.3 4 21 6.1 -1.5
IJS iShares S&P Small-Cap 600 Value ETF 4.3 18 7 9.7 +2.2
BWEB Bitwise Web3 ETF 4.2 85 -60 -0.0 -7.6
MBCC Monarch Blue Chips Core ETF 4.2 125 -100 4.4 -3.2
FMDE Fidelity Enhanced Mid Cap ETF 4.2 23 2 5.9 -1.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4.2 7 18 5.8 -1.8
OSCV Opus Small Cap Value ETF 4.1 79 -54 7.2 -0.4
SCHA Schwab U.S. Small-Cap ETF 4.1 4 21 6.2 -1.4
QDEF FlexShares Quality Dividend Defensive Index Fund 4.1 37 -12 6.1 -1.5
IMCB iShares Morningstar Mid-Cap ETF 4.1 4 21 6.2 -1.4
SLYV State Street SPDR S&P 600 Small Cap Value ETF 4.1 15 10 9.8 +2.2
JHSC John Hancock Multifactor Small Cap ETF 4.0 42 -17 6.7 -0.9
MAGA Point Bridge America First ETF 4.0 72 -47 6.3 -1.3
ESML iShares ESG Aware MSCI USA Small-Cap ETF 4.0 17 8 5.9 -1.7
CLOU Global X Cloud Computing ETF 4.0 68 -43 2.4 -5.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 3.9 10 15 9.7 +2.2
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
WCEO Hypatia Women CEO ETF 3.9 85 -60 3.1 -4.5
SMLF iShares U.S. SmallCap Equity Factor ETF 3.9 15 10 5.9 -1.6
RJMG FT Raymond James Multicap Growth Equity ETF 3.8 85 -60 3.0 -4.6
HAPY Harbor Human Capital Factor Unconstrained ETF 3.8 50 -25 5.8 -1.8
DHS WisdomTree U.S. High Dividend Fund 3.8 38 -13 8.1 +0.5
IMCG iShares Morningstar Mid-Cap Growth ETF 3.8 6 19 4.2 -3.4
RSSL Global X Russell 2000 ETF 3.8 8 17 4.1 -3.5
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.8 30 -5 8.1 +0.6
VBK Vanguard Small-Cap Growth ETF 3.7 7 18 1.8 -5.8
SWP SWP Growth & Income ETF 3.7 99 -74 4.1 -3.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.7 9 16 6.2 -1.4
IGPT Invesco AI and Next Gen Software ETF 3.7 60 -35 4.4 -3.2
BEEZ Honeytree U.S. Equity ETF 3.7 64 -39 4.0 -3.6
VOE Vanguard Mid-Cap Value ETF 3.7 7 18 7.7 +0.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 3.6 39 -14 4.2 -3.3
VO Vanguard Mid-Cap ETF 3.6 4 21 5.9 -1.6
GVUS Marketbeta Russell 1000 Value Equity ETF 3.6 12 13 6.5 -1.1
IWM iShares Russell 2000 ETF 3.6 19 6 4.1 -3.5
JHMM John Hancock Multifactor Mid Cap ETF 3.6 42 -17 6.3 -1.3
NOBL ProShares S&P 500 Dividend Aristocrats ETF 3.6 35 -10 6.2 -1.4
VOT Vanguard Mid-Cap Growth ETF 3.6 7 18 3.5 -4.1
VTWO Vanguard Russell 2000 ETF 3.6 7 18 4.2 -3.4
LVDS JPMorgan Fundamental Data Science Large Value ETF 3.6 49 -24 6.1 -1.5
ETHO Etho Climate Leadership U.S. ETF 3.5 47 -22 5.5 -2.1
SIXL ETC 6 Meridian Low Beta Equity ETF 3.5 80 -55 6.2 -1.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.5 12 13 5.1 -2.5
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.5 29 -4 7.4 -0.2
JAVA JPMorgan Active Value ETF 3.5 44 -19 6.3 -1.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 3.4 10 15 5.2 -2.4
VXF Vanguard Extended Market ETF 3.4 5 20 4.7 -2.9
BDIV AAM Brentview Dividend Growth ETF 3.4 49 -24 4.5 -3.1
XMMO Invesco S&P MidCap Momentum ETF 3.4 34 -9 4.2 -3.4
SCDS JPMorgan Fundamental Data Science Small Core ETF 3.3 40 -15 4.7 -2.9
FMTM MarketDesk Focused U.S. Momentum ETF 3.3 45 -20 3.0 -4.6
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 3.3 20 5 8.1 +0.5
JPSV JPMorgan Active Small Cap Value ETF 3.3 74 -49 8.5 +0.9
ISCG iShares Morningstar Small-Cap Growth ETF 3.3 6 19 2.9 -4.7
JPEF JPMorgan Equity Focus ETF 3.2 50 -25 4.3 -3.2
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 3.2 12 13 7.4 -0.2
VFMV Vanguard U.S. Minimum Volatility ETF 3.2 13 12 5.9 -1.7
VONV Vanguard Russell 1000 Value ETF 3.2 7 18 6.5 -1.1
IWD iShares Russell 1000 Value ETF 3.2 19 6 6.4 -1.2
IJK iShares S&P Mid-Cap 400 Growth ETF 3.2 17 8 5.9 -1.7
FLQS Franklin U.S. Small Cap Multifactor Index ETF 3.1 35 -10 9.8 +2.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.1 20 5 5.5 -2.1
FUNL CornerCap Fundametrics Large-Cap ETF 3.1 50 -25 7.1 -0.4
NIXT Research Affiliates Deletions ETF 3.0 9 16 8.1 +0.6
SNPV Xtrackers S&P 500 Value ESG ETF 3.0 15 10 6.8 -0.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.0 10 15 6.0 -1.6
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.0 55 -30 4.4 -3.2
SMMD iShares Russell 2500 ETF 3.0 15 10 6.8 -0.8
EZM WisdomTree U.S. MidCap Fund 3.0 38 -13 8.6 +1.1
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 3.0 15 10 5.9 -1.6
SCHV Schwab U.S. Large-Cap Value ETF 3.0 4 21 6.7 -0.9
VEGN US Vegan Climate ETF 3.0 60 -35 4.5 -3.0
USXF iShares ESG Advanced MSCI USA ETF 2.9 10 15 4.8 -2.8
INRO iShares U.S. Industry Rotation Active ETF 2.9 42 -17 4.4 -3.2
BEEX BeeHive ETF 2.8 84 -59 4.3 -3.3
REVS Columbia Research Enhanced Value ETF 2.8 19 6 7.7 +0.1
EES WisdomTree U.S. SmallCap Fund 2.8 38 -13 8.7 +1.1
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.8 35 -10 7.0 -0.6
KONG Formidable Fortress ETF 2.8 89 -64 6.3 -1.3
QUVU Hartford Quality Value ETF 2.8 46 -21 7.4 -0.2
JHDV John Hancock U.S. High Dividend ETF 2.7 34 -9 6.7 -0.8
CGDG Capital Group Dividend Growers ETF 2.7 47 -22 5.9 -1.6
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.7 60 -35 6.4 -1.1
YLDE ClearBridge Dividend Strategy ESG ETF 2.7 60 -35 5.6 -1.9
SIXG Defiance Connective Technologies ETF 2.7 30 -5 4.0 -3.6
AFMC First Trust Active Factor Mid Cap ETF 2.6 65 -40 8.3 +0.7
FCPI Fidelity Stocks for Inflation ETF 2.6 15 10 7.8 +0.2
SSPY Syntax Stratified LargeCap ETF 2.6 30 -5 6.7 -0.9
SHUS Syntax Stratified U.S. Total Market Hedged ETF 2.6 65 -40 6.4 -1.2
FELV Fidelity Enhanced Large Cap Value ETF 2.5 18 7 6.7 -0.9
INCE Franklin Income Equity Focus ETF 2.5 29 -4 5.9 -1.7
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.5 9 16 4.8 -2.8
CAML Congress Large Cap Growth ETF 2.5 66 -41 3.6 -3.9
RFFC ALPS Active Equity Opportunity ETF 2.5 48 -23 4.4 -3.2
ROSC Hartford Multifactor Small Cap ETF 2.4 34 -9 9.0 +1.5
FMKT The Free Markets ETF 2.4 76 -51 3.5 -4.1
FESM Fidelity Enhanced Small Cap ETF 2.4 28 -3 6.7 -0.8
NULV Nuveen ESG Large-Cap Value ETF 2.4 26 -1 6.3 -1.3
FAB First Trust Multi Cap Value AlphaDEX Fund 2.4 67 -42 9.9 +2.3
TMFG Motley Fool Global Opportunities ETF 2.4 85 -60 4.0 -3.6
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 2.4 65 -40 0.1 -7.5
FNK First Trust Mid Cap Value AlphaDEX Fund 2.3 70 -45 10.8 +3.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.3 15 10 4.8 -2.8
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 2.3 56 -31 6.3 -1.3
IUSV iShares Core S&P US Value ETF 2.3 4 21 6.4 -1.2
KNCT Invesco Next Gen Connectivity ETF 2.2 40 -15 4.5 -3.1
GLBL Pacer MSCI World Industry Advantage ETF 2.2 65 -40 4.1 -3.4
JVAL JPMorgan U.S. Value Factor ETF 2.2 12 13 7.8 +0.3
DEUS Xtrackers Russell US Multifactor ETF 2.2 17 8 6.8 -0.7
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.1 19 6 5.5 -2.1
QLC FlexShares US Quality Large Cap Index Fund 2.1 25 0 5.2 -2.4
SPXT ProShares S&P 500 Ex-Technology ETF 2.1 9 16 5.5 -2.1
DIVB iShares Core Dividend ETF 2.1 5 20 8.2 +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 6.5 -1.1
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 2.1 55 -30 10.1 +2.6
HDUS Hartford Disciplined US Equity ETF 2.1 19 6 5.7 -1.9
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 2.0 5 20 8.0 +0.4
AIPO Defiance AI & Power Infrastructure ETF 2.0 69 -44 1.4 -6.2
XMAG Defiance Large Cap ex-Mag 7 ETF 2.0 35 -10 5.1 -2.5
SMDV ProShares Russell 2000 Dividend Growers ETF 2.0 40 -15 7.8 +0.3
VOOV Vanguard S&P 500 Value ETF 2.0 7 18 6.2 -1.4
ESGV Vanguard ESG U.S. Stock ETF 2.0 9 16 4.7 -2.9
IVE iShares S&P 500 Value ETF 2.0 18 7 6.1 -1.5
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.0 4 21 6.2 -1.4
FYX First Trust Small Cap Core AlphaDEX Fund 2.0 61 -36 5.7 -1.9
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.0 18 7 5.8 -1.8
FLQL Franklin LibertyQ U.S. Equity ETF 2.0 15 10 5.3 -2.2
VTV Vanguard Value ETF 2.0 4 21 6.8 -0.8
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.0 40 -15 7.5 -0.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.0 14 11 4.9 -2.7
XDAT Franklin Exponential Data ETF 2.0 50 -25 2.5 -5.1
NXTG First Trust Indxx NextG ETF 2.0 70 -45 5.0 -2.6
SMAP Amplify Small-Mid Cap Equity ETF 1.9 60 -35 5.5 -2.0
FYT First Trust Small Cap Value AlphaDEX Fund 1.9 73 -48 11.7 +4.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.9 15 10 4.6 -3.0
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.9 43 -18 6.0 -1.5
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.9 50 -25 8.8 +1.2
HGRO Hedgeye Quality Growth ETF 1.9 70 -45 3.3 -4.3
YALL God Bless America ETF 1.9 65 -40 4.5 -3.0
PRXV Praxis Impact Large Cap Value ETF 1.9 36 -11 6.6 -1.0
KLMN Invesco MSCI North America Climate ETF 1.9 9 16 4.9 -2.7
DIVL Madison Dividend Value ETF 1.9 65 -40 5.9 -1.7
LRGC AB US Large Cap Strategic Equities ETF 1.9 48 -23 4.5 -3.1
DSI iShares MSCI KLD 400 Social ETF 1.8 25 0 4.8 -2.7
JHML John Hancock Multifactor Large Cap ETF 1.8 29 -4 5.3 -2.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.8 47 -22 5.6 -2.0
PRF Invesco FTSE RAFI US 1000 ETF 1.8 39 -14 6.7 -0.9
UDI USCF Dividend Income Fund 1.8 65 -40 8.2 +0.6
VLU State Street SPDR S&P 1500 Value Tilt ETF 1.8 12 13 7.3 -0.3
JMOM JPMorgan U.S. Momentum Factor ETF 1.8 12 13 4.6 -3.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.8 25 0 5.5 -2.1
RBLD First Trust Alerian US NextGen Infrastructure ETF 1.8 65 -40 4.9 -2.7
IWX iShares Russell Top 200 Value ETF 1.8 20 5 6.0 -1.6
HAPI Harbor Human Capital Factor US Large Cap ETF 1.8 36 -11 4.9 -2.7
TEXN iShares Texas Equity ETF 1.8 20 5 6.2 -1.4
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.8 52 -27 6.3 -1.3
DIV Global X SuperDividend US ETF 1.8 45 -20 10.5 +2.9
SPVM Invesco S&P 500 Value with Momentum ETF 1.8 39 -14 7.4 -0.1
FDWM Fidelity Women's Leadership ETF 1.8 59 -34 4.9 -2.7
TCAI Tortoise AI Infrastructure ETF 1.8 65 -40 2.5 -5.1
FDMO Fidelity Momentum Factor ETF 1.8 15 10 3.6 -4.0
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.8 20 5 6.8 -0.8
FTCS First Trust Capital Strength ETF 1.8 55 -30 5.9 -1.7
STXV Strive 1000 Value ETF 1.8 18 7 8.1 +0.5
FVAL Fidelity Value Factor ETF 1.8 15 10 6.8 -0.8
FTC First Trust Large Cap Growth AlphaDEX Fund 1.7 59 -34 2.0 -5.5
AFLG First Trust Active Factor Large Cap ETF 1.7 55 -30 6.3 -1.3
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 4.9 -2.6
FLRG Fidelity U.S. Multifactor ETF 1.7 15 10 6.9 -0.7
DSPY Tema S&P 500 Historical Weight ETF 1.7 18 7 5.1 -2.4
FDLO Fidelity Low Volatility Factor ETF 1.7 15 10 5.4 -2.2
TOPC iShares S&P 500 3% Capped ETF 1.7 15 10 5.0 -2.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.7 7 18 5.1 -2.5
VTI Vanguard Total Stock Market ETF 1.7 3 22 4.8 -2.8
FNX First Trust Mid Cap Core AlphaDEX Fund 1.7 60 -35 6.9 -0.7
VTHR Vanguard Russell 3000 ETF 1.7 7 18 4.8 -2.8
IWV iShares Russell 3000 ETF 1.6 20 5 4.7 -2.9
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.6 8 17 5.0 -2.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.6 29 -4 6.4 -1.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.6 3 22 4.8 -2.8
SCHB Schwab U.S. Broad Market ETF 1.6 3 22 5.0 -2.6
SGLC SGI U.S. Large Cap Core ETF 1.6 85 -60 4.1 -3.5
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.6 20 5 5.1 -2.4
FQAL Fidelity Quality Factor ETF 1.6 15 10 5.7 -1.9
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.6 60 -35 10.4 +2.8
TMDV ProShares Russell US Dividend Growers ETF 1.6 35 -10 6.9 -0.7
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.6 3 22 5.0 -2.5
LRGE ClearBridge Large Cap Growth ESG ETF 1.6 59 -34 4.3 -3.3
BGIG Bahl & Gaynor Income Growth ETF 1.6 45 -20 5.1 -2.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.6 2 23 4.9 -2.7
VONE Vanguard Russell 1000 ETF 1.6 7 18 4.9 -2.7
SVAL iShares US Small Cap Value Factor ETF 1.6 20 5 8.9 +1.3
VLUE iShares MSCI USA Value Factor ETF 1.6 15 10 8.8 +1.2
JQUA JPMorgan U.S. Quality Factor ETF 1.6 12 13 5.9 -1.7
IWB iShares Russell 1000 ETF 1.6 15 10 4.8 -2.8
TMFS Motley Fool Small-Cap Growth ETF 1.5 85 -60 3.1 -4.5
JEPI JPMorgan Equity Premium Income ETF 1.5 35 -10 5.7 -1.9
ZECP Zacks Earnings Consistent Portfolio ETF 1.5 55 -30 4.7 -2.9
SUSA iShares MSCI USA ESG Select ETF 1.5 25 0 4.6 -3.0
XVV iShares ESG Screened S&P 500 ETF 1.5 8 17 4.8 -2.8
SCHK Schwab 1000 Index ETF 1.5 5 20 4.9 -2.6
SPXV ProShares S&P 500 Ex-Health Care ETF 1.5 9 16 4.6 -3.0
STXD Strive 1000 Dividend Growth ETF 1.5 35 -10 4.9 -2.7
FDRR Fidelity Dividend ETF for Rising Rates 1.5 15 10 6.8 -0.8
IYY iShares Dow Jones U.S. ETF 1.5 20 5 4.7 -2.9
GSPY Gotham Enhanced 500 ETF 1.5 50 -25 5.0 -2.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.5 64 -39 1.1 -6.4
MTUM iShares MSCI USA Momentum Factor ETF 1.5 15 10 3.7 -3.9
QDIV Global X S&P 500 Quality Dividend ETF 1.5 20 5 8.9 +1.4
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.5 30 -5 4.7 -2.9
OPTZ Optimize Strategy Index ETF 1.5 50 -25 4.7 -2.9
EVUS iShares ESG Aware MSCI USA Value ETF 1.5 18 7 6.5 -1.1
APUE ActivePassive U.S. Equity ETF 1.5 45 -20 4.6 -3.0
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.5 35 -10 3.7 -3.8
SCHX Schwab U.S. Large-Cap ETF 1.5 3 22 4.9 -2.7
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.4 7 18 4.8 -2.8
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.4 39 -14 9.8 +2.2
FPX First Trust US Equity Opportunities ETF 1.4 61 -36 1.0 -6.6
CATH Global X S&P 500 Catholic Values Custom ETF 1.4 29 -4 4.6 -3.0
BKLC BNY Mellon US Large Cap Core Equity ETF 1.4 0 25 4.9 -2.7
WOMN Impact Shares YWCA Women's Empowerment ETF 1.4 75 -50 5.6 -2.0
GOP Unusual Whales Subversive Republican Trading ETF 1.4 50 -25 5.4 -2.2
YOKE Yoke Core ETF 1.4 42 -17 5.0 -2.6
QUAL iShares MSCI USA Quality Factor ETF 1.4 15 10 5.5 -2.1
AUSF Global X Adaptive U.S. Factor ETF 1.4 27 -2 9.0 +1.5
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
CHRI Global X S&P 500 Christian Values ETF 1.4 29 -4 4.6 -3.0
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.4 40 -15 3.9 -3.7
PBUS Invesco MSCI USA ETF 1.4 4 21 4.8 -2.8
ILCV iShares Morningstar Value ETF 1.4 4 21 6.2 -1.3
GURU Global X Guru Index ETF 1.4 75 -50 3.0 -4.6
HLGE Hartford Longevity Economy ETF 1.4 44 -19 6.3 -1.3
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.4 20 5 4.6 -3.0
DGT State Street SPDR Global Dow ETF 1.4 50 -25 6.5 -1.0
STXG Strive 1000 Growth ETF 1.4 18 7 3.9 -3.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.4 30 -5 6.9 -0.6
VOTE TCW Transform 500 ETF 1.4 5 20 4.8 -2.8
FNDB Schwab Fundamental US Broad Market Index ETF 1.4 25 0 7.3 -0.3
DEMZ Democratic Large Cap Core ETF 1.4 45 -20 4.4 -3.1
LRGF iShares U.S. Equity Factor ETF 1.4 8 17 5.4 -2.1
VOO Vanguard S&P 500 ETF 1.4 3 22 4.9 -2.7
SPY SPDR S&P 500 ETF 1.4 9 16 4.8 -2.8
SPXM Azoria 500 Meritocracy ETF 1.4 47 -22 4.5 -3.1
IVV iShares Core S&P 500 ETF 1.4 3 22 4.9 -2.7
SPYM State Street SPDR Portfolio S&P 500 ETF 1.4 2 23 4.9 -2.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.4 20 5 5.0 -2.6
GLRY Inspire Faithward Mid Cap Momentum ETF 1.3 80 -55 6.2 -1.4
ILCB iShares Morningstar U.S. Equity ETF 1.3 3 22 4.8 -2.8
FEX First Trust Large Cap Core AlphaDEX Fund 1.3 59 -34 5.8 -1.8
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.3 70 -45 2.2 -5.4
ILCG iShares Morningstar Growth ETF 1.3 4 21 3.8 -3.8
SUSL iShares ESG MSCI USA Leaders ETF 1.3 10 15 4.9 -2.7
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 7.3 -0.3
FTA First Trust Large Cap Value AlphaDEX Fund 1.3 59 -34 8.8 +1.2
RAUS RACWI US ETF 1.3 15 10 4.7 -2.9
QVML Invesco S&P 500 QVM Multi-factor ETF 1.3 11 14 5.0 -2.6
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 15 5.6 -2.0
GXLC Global X U.S. 500 ETF 1.3 2 23 4.8 -2.8
ACVF American Conservative Values ETF 1.3 75 -50 4.3 -3.3
ADME Aptus Drawdown Managed Equity ETF 1.3 79 -54 4.0 -3.6
AFSM First Trust Active Factor Small Cap ETF 1.3 75 -50 7.4 -0.2
PFM Invesco Dividend Achievers ETF 1.3 53 -28 5.3 -2.3
KOKU Xtrackers MSCI Kokusai Equity ETF 1.3 9 16 5.1 -2.5
VV Vanguard Large-Cap ETF 1.2 4 21 4.8 -2.8
HLAL Wahed FTSE USA Shariah ETF 1.2 50 -25 4.5 -3.0
CVAR Cultivar ETF 1.2 87 -62 6.8 -0.7
STRV Strive 500 ETF 1.2 5 20 4.7 -2.8
FSST Fidelity Sustainable U.S. Equity ETF 1.2 59 -34 4.2 -3.3
SFY SoFi Select 500 ETF 1.2 0 25 4.4 -3.2
ESGU iShares ESG Aware MSCI USA ETF 1.2 15 10 4.7 -2.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.2 9 16 5.3 -2.3
TOV JLens 500 Jewish Advocacy U.S. ETF 1.2 18 7 4.6 -3.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.2 45 -20 4.4 -3.2
SPMO Invesco S&P 500 Momentum ETF 1.2 13 12 3.9 -3.7
RAFE PIMCO RAFI ESG U.S. ETF 1.2 29 -4 6.8 -0.7
RECS Columbia Research Enhanced Core ETF 1.1 15 10 5.8 -1.8
STOX Horizon Core Equity ETF 1.1 70 -45 4.0 -3.5
SFYF SoFi Social 50 ETF 1.1 29 -4 1.0 -6.6
SPGP Invesco S&P 500 GARP ETF 1.1 34 -9 6.8 -0.8
RVRB Reverb ETF 1.1 30 -5 4.5 -3.1
KRMA Global X Conscious Companies ETF 1.1 43 -18 5.9 -1.6
SFTY Horizon Managed Risk ETF 1.1 77 -52 4.0 -3.6
CHGX AXS Change Finance ESG ETF 1.1 49 -24 5.3 -2.3
TMAT Main Thematic Innovation ETF 1.1 164 -139 -1.5 -9.1
ROE Astoria US Quality Kings ETF 1.1 49 -24 6.9 -0.7
IWO iShares Russell 2000 Growth ETF 1.1 24 1 0.8 -6.8
TOK iShares MSCI Kokusai ETF 1.1 26 -1 4.9 -2.7
VTWG Vanguard Russell 2000 Growth ETF 1.1 10 15 1.0 -6.6
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.1 49 -24 9.0 +1.4
JOET Virtus Terranova US Quality Momentum ETF 1.1 29 -4 4.9 -2.7
FNDX Schwab Fundamental US Large Co. Index ETF 1.0 25 0 7.1 -0.4
VT Vanguard Total World Stock ETF 1.0 6 19 5.7 -1.9
LOWV AB US Low Volatility Equity ETF 1.0 48 -23 5.3 -2.3
MGK Vanguard Mega Cap Growth ETF 1.0 7 18 4.3 -3.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.0 60 -35 6.6 -1.0
EQWL Invesco S&P 100 Equal Weight ETF 1.0 25 0 6.1 -1.4
ROUS Hartford Multifactor US Equity ETF 1.0 19 6 6.9 -0.7
URTH iShares MSCI World ETF 1.0 24 1 4.9 -2.6
PRAY FIS Christian Stock Fund 1.0 69 -44 5.1 -2.5
RWK Invesco S&P MidCap 400 Revenue ETF 1.0 39 -14 9.7 +2.1
USMV iShares MSCI USA Min Vol Factor ETF 1.0 15 10 5.8 -1.8
VALQ American Century U.S. Quality Value ETF 1.0 29 -4 7.9 +0.3
DTEC ALPS Disruptive Technologies ETF 1.0 50 -25 3.7 -3.8
FYC First Trust Small Cap Growth AlphaDEX Fund 1.0 71 -46 -1.6 -9.1
IUSG iShares Core S&P U.S. Growth ETF 1.0 4 21 4.2 -3.4
WLDR Affinity World Leaders Equity ETF 1.0 67 -42 7.1 -0.5
MGV Vanguard Mega Cap Value ETF 0.9 7 18 6.4 -1.1
CGUS Capital Group Core Equity ETF 0.9 33 -8 4.4 -3.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 5 5.5 -2.1
XSMO Invesco S&P SmallCap Momentum ETF 0.9 39 -14 4.4 -3.2
NACP Impact Shares NAACP Minority Empowerment ETF 0.9 49 -24 4.7 -2.9
FFND Future Fund Active ETF 0.9 100 -75 3.8 -3.8
LVOL American Century Low Volatility ETF 0.9 29 -4 5.1 -2.5
ACWI iShares MSCI ACWI ETF 0.9 32 -7 5.3 -2.2
XMVM Invesco S&P MidCap Value with Momentum ETF 0.9 39 -14 9.6 +2.0
FDFF Fidelity Disruptive Finance ETF 0.9 50 -25 4.5 -3.0
BLCV iShares Large Cap Value Active ETF 0.9 53 -28 7.4 -0.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.9 9 16 5.6 -2.0
VUG Vanguard Growth ETF 0.9 4 21 4.2 -3.4
CGDV Capital Group Dividend Value ETF 0.9 33 -8 4.5 -3.1
VOOG Vanguard S&P 500 Growth ETF 0.9 7 18 4.1 -3.5
IVW iShares S&P 500 Growth ETF 0.9 18 7 4.0 -3.6
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.9 12 13 4.0 -3.6
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.9 60 -35 5.3 -2.3
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.8 4 21 4.1 -3.4
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.8 25 0 12.3 +4.7
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.8 32 -7 5.0 -2.6
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -50 4.9 -2.7
DVND Touchstone Dividend Select ETF 0.8 67 -42 5.5 -2.1
BEDZ AdvisorShares Hotel ETF 0.8 100 -75 7.2 -0.4
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.8 15 10 5.6 -2.0
MGC Vanguard Mega Cap ETF 0.8 7 18 4.5 -3.0
HKND Humankind US Stock ETF 0.8 11 14 7.3 -0.3
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
PRXG Praxis Impact Large Cap Growth ETF 0.8 36 -11 3.7 -3.8
IWL iShares Russell Top 200 ETF 0.7 15 10 4.5 -3.1
GDIV Harbor Dividend Growth Leaders ETF 0.7 50 -25 5.1 -2.5
CALF Pacer US Small Cap Cash Cows 100 ETF 0.7 59 -34 10.5 +2.9
FEGE First Eagle Global Equity ETF 0.7 79 -54 6.5 -1.1
HAPS Harbor Human Capital Factor US Small Cap ETF 0.7 60 -35 3.8 -3.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.7 29 -4 4.7 -2.9
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.7 30 -5 17.3 +9.7
EGUS iShares ESG Aware MSCI USA Growth ETF 0.6 18 7 4.0 -3.6
CSMD Congress SMid Growth ETF 0.6 69 -44 3.8 -3.8
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.6 70 -45 4.9 -2.7
FELC Fidelity Enhanced Large Cap Core ETF 0.6 18 7 5.2 -2.4
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.6 35 -10 7.4 -0.2
XSHQ Invesco S&P SmallCap Quality ETF 0.6 29 -4 7.8 +0.2
MBOX Freedom Day Dividend ETF 0.6 39 -14 7.7 +0.1
IWP iShares Russell Mid-Cap Growth ETF 0.6 23 2 3.4 -4.2
SDIV Global X Superdividend ETF 0.6 58 -33 41.6 +34.0
VSLU Applied Finance Valuation Large Cap ETF 0.6 49 -24 5.6 -2.0
RPV Invesco S&P 500 Pure Value ETF 0.5 35 -10 10.1 +2.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.5 19 6 6.2 -1.3
RWL Invesco S&P 500 Revenue ETF 0.5 39 -14 6.7 -0.9
GINN Goldman Sachs Innovate Equity ETF 0.5 52 -27 3.6 -3.9
RCGE RockCreek Global Equality ETF 0.5 95 -70 6.6 -1.0
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 -17 5.3 -2.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -54 6.1 -1.5
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 -0.4 -8.0
RFV Invesco S&P Midcap 400 Pure Value ETF 0.5 35 -10 13.0 +5.4
JSML Janus Henderson Small Cap Growth Alpha ETF 0.5 30 -5 8.2 +0.6
QWLD SPDR MSCI World StrategicFactors ETF 0.4 30 -5 5.8 -1.8
WDIV SPDR S&P Global Dividend ETF 0.4 40 -15 8.8 +1.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.4 60 -35 7.4 -0.2
FBCV Fidelity Blue Chip Value ETF 0.4 59 -34 7.3 -0.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.4 35 -10 6.1 -1.4
FBCG Fidelity Blue Chip Growth ETF 0.4 59 -34 2.9 -4.7
MGMT Ballast Small/Mid Cap ETF 0.4 110 -85 8.6 +1.0
SNPG Xtrackers S&P 500 Growth ESG ETF 0.4 15 10 4.6 -3.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.4 25 0 5.9 -1.7
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 -35 -0.9 -8.5
TMFX Motley Fool Next Index ETF 0.4 50 -25 3.3 -4.3
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 4 3.7 -3.9
ACWV iShares MSCI Global Min Vol Factor ETF 0.3 20 5 5.9 -1.7
SCHG Schwab U.S. Large-Cap Growth ETF 0.3 4 21 3.9 -3.6
IWC iShares Micro-Cap ETF 0.3 60 -35 -1.6 -9.1
FFLC Fidelity Fundamental Large Cap Core ETF 0.3 38 -13 4.5 -3.1
TMFC Motley Fool 100 Index ETF 0.3 50 -25 3.4 -4.2
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.3 35 -10 9.9 +2.3
AIEQ AI Powered Equity ETF 0.3 75 -50 4.9 -2.7
YNOT Horizon Digital Frontier ETF 0.3 75 -50 3.1 -4.5
DAK Dakota Active Equity ETF 0.3 43 -18 4.4 -3.2
BUYZ Franklin Disruptive Commerce ETF 0.3 50 -25 2.6 -5.0
LQPE PEO AlphaQuest Thematic PE ETF 0.2 125 -100 6.7 -0.8
IETC iShares U.S. Tech Independence Focused ETF 0.2 18 7 3.8 -3.8
IEDI iShares U.S. Consumer Focused ETF 0.2 18 7 5.8 -1.8
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.2 38 -13 10.0 +2.5
GEW Cambria Global EW ETF 0.2 29 -4 0.0 -7.6
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.2 65 -40 2.3 -5.2
IUS Invesco RAFI Strategic US ETF 0.2 19 6 6.7 -0.9
DIVE Dana Concentrated Dividend ETF 0.2 65 -40 8.1 +0.6
GLOF iShares Global Equity Factor ETF 0.2 20 5 6.6 -0.9
SIXS ETC 6 Meridian Small Cap Equity ETF 0.1 89 -64 9.6 +2.0
PKW Invesco Buyback Achievers ETF 0.1 62 -37 8.1 +0.5
OEF iShares S&P 100 ETF 0.1 20 5 4.4 -3.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.1 12 13 4.7 -2.9
QLV FlexShares US Quality Low Volatility Index Fund 0.1 22 3 5.7 -1.9
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.1 25 0 5.2 -2.4
FDM First Trust Dow Jones Select MicroCap Index Fund 0.1 60 -35 8.3 +0.7
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.1 36 -11 10.7 +3.2
EBI Longview Advantage ETF 0.1 35 -10 6.6 -1.0
VONG Vanguard Russell 1000 Growth ETF 0.1 7 18 4.4 -3.2
IWF iShares Russell 1000 Growth ETF 0.1 19 6 4.3 -3.3
IWY iShares Russell Top 200 Growth ETF 0.0 20 5 4.5 -3.1
AVUQ Avantis U.S. Quality ETF 0.0 15 10 4.4 -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:		 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 1.9 x
Less: Expense ratio 25 bp
Equals: ALTAR Score 7.6 %
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.