State Street SPDR Dow Jones REIT ETF
ALTAR
Score™		 6.8% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 14.8x P/Sales
ratio		 7.3x
P/BV
ratio		 2.1x Div.
yield		 3.8%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
DJ Wilshire REIT ETF is an exchange-traded fund incorporated in the USA. The Fund's objective seeks to replicate as closely as possible, before expenses, the performance of the Wilshire REIT Index.

FUND BASICS
Category US Equities
Fund Sponsor SSGA Funds Management Inc
Website www.spdrs.com
Inception date Apr 23, 2001
Assets (mns) $1,782
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 93
Wgt avg mkt cap (mns) $44,576
Large cap (>$10bn) 76.2%
Mid cap ($2-10bn) 20.3%
Small cap (<$2bn) 3.5%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
PROLOGIS INC 10.0 %
WELLTOWER, INC. 9.9 %
EQUINIX INC 4.7 %
SIMON PROPERTY GROUP INC 4.7 %
DIGITAL REALTY TRUST INC 4.6 %
REALTY INCOME CORP 4.4 %
PUBLIC STORAGE 4.3 %
VENTAS INC 4.1 %
EXTRA SPACE STORAGE INC 3.0 %
AVALONBAY COMMUNITIES INC 2.4 %
Total 52.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 97.4 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
3.4% 5.8% 5.0% 4.4% 8.3%

Market Correlations
versus... Beta R-squared
S&P500 0.58 41%
MSCI EAFE 0.65 46%
MSCI Emg. Mkts. 0.43 26%

Technical Indicators
Recent close $107.29
30d moving avg. $103.53
Annualized volatility 17.5%
Short interest (ETF) 0.5%
Short interest (Underlying) 3.1%
Relative strength (RSI) 58

Liquidity measures
Avg. volume (thou.) 359
Turnover 2.2%
Bid/Ask (% of price) 0.04%
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™: 6.8%


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 86.2 8 17 7.0 +0.3
FRI First Trust S&P REIT Index Fund 84.0 50 -25 6.6 -0.2
DFAR Dimensional US Real Estate ETF 79.9 19 6 7.3 +0.5
SCHH Schwab U.S. REIT ETF 78.8 7 18 7.3 +0.5
VNQ Vanguard Real Estate ETF 72.2 13 12 6.8 +0.0
IYR iShares U.S. Real Estate ETF 71.9 40 -15 6.9 +0.1
FREL Fidelity MSCI Real Estate Index ETF 70.0 8 17 7.0 +0.2
RWO SPDR Dow Jones Global Real Estate ETF 68.7 50 -25 6.3 -0.5
XLRE Real Estate Select Sector SPDR 67.7 8 17 7.1 +0.3
ICF iShares Cohen & Steers REIT ETF 66.4 33 -8 7.2 +0.4
REET iShares Global REIT ETF 64.7 14 11 7.0 +0.2
DFGR Dimensional Global Real Estate ETF 59.9 22 3 7.0 +0.2
PPTY US Diversified Real Estate ETF 57.5 53 -28 7.7 +0.9
ERET iShares Environmentally Aware Real Estate ETF 55.8 30 -5 6.7 -0.1
VGSR Vert Global Sustainable Real Estate ETF 55.7 47 -22 7.1 +0.3
JPRE JPMorgan Realty Income ETF 55.4 50 -25 6.9 +0.1
AVRE Avantis Real Estate ETF 55.2 17 8 6.8 -0.0
FPRO Fidelity Real Estate Investment ETF 52.6 59 -34 6.1 -0.7
RITA ETFB Green SRI REITs ETF 51.2 50 -25 5.5 -1.3
PSR Invesco Active U.S. Real Estate Fund 50.1 35 -10 7.1 +0.3
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 48.4 40 -15 7.7 +1.0
JRE Janus Henderson U.S. Real Estate ETF 46.5 65 -40 5.8 -1.0
REZ iShares Residential and Multisector Real Estate ETF 44.7 48 -23 6.1 -0.7
GQRE FlexShares Global Quality Real Estate Index Fund 41.6 45 -20 7.3 +0.5
BYRE Principal Real Estate Active Opportunities ETF 37.3 65 -40 7.1 +0.3
IVRA Invesco Real Assets ESG ETF 37.2 59 -34 6.2 -0.6
SPRE SP Funds S&P Global REIT Sharia ETF 34.1 55 -30 5.3 -1.5
HAUS Residential REIT ETF 32.2 60 -35 3.9 -2.9
IRET iREIT - MarketVector Quality REIT Index ETF 30.5 60 -35 6.0 -0.8
NURE Nuveen Short-Term REIT ETF 28.0 35 -10 7.4 +0.6
IQRA IQ CBRE Real Assets ETF 24.8 65 -40 5.7 -1.1
INDS Pacer Industrial Real Estate ETF 24.2 55 -30 6.1 -0.7
DESK VanEck Office and Commercial REIT ETF 22.3 50 -25 15.6 +8.8
BLDG Cambria Global Real Estate ETF 21.9 60 -35 11.4 +4.6
REAI Intelligent Real Estate ETF 21.9 59 -34 5.6 -1.2
HOMZ Hoya Capital Housing ETF 21.6 30 -5 10.2 +3.4
WTRE WisdomTree New Economy Real Estate Fund 21.2 58 -33 -0.3 -7.1
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 20.7 60 -35 5.4 -1.4
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 19.3 7 18 10.4 +3.6
VRAI Virtus Real Asset Income ETF 15.8 55 -30 8.4 +1.6
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 15.4 12 13 5.5 -1.3
LVDS JPMorgan Fundamental Data Science Large Value ETF 15.4 49 -24 5.1 -1.7
BIBL Inspire 100 ETF 14.6 35 -10 4.3 -2.5
XMLV Invesco S&P MidCap Low Volatility ETF 13.6 25 0 6.8 -0.0
ALTL Pacer Lunt Large Cap Alternator ETF 13.2 60 -35 4.8 -2.0
RDOG ALPS REIT Dividend Dogs ETF 12.5 35 -10 12.5 +5.7
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 11.3 27 -2 6.5 -0.3
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 11.2 30 -5 8.9 +2.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 11.1 10 15 3.8 -3.0
NETL NETLease Corporate Real Estate ETF 11.0 60 -35 7.5 +0.7
RIET Hoya Capital High Dividend Yield ETF 10.4 50 -25 13.6 +6.9
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 10.2 10 15 3.9 -2.9
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 10.0 80 -55 6.7 -0.1
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 9.3 41 -16 4.5 -2.3
SRVR Pacer Data & Infrastructure Real Estate ETF 9.3 55 -30 3.6 -3.2
DTCR Global X Data Center & Digital Infrastructure ETF 9.3 50 -25 3.6 -3.2
CZA Invesco Zacks Mid-Cap ETF 9.0 72 -47 5.9 -0.9
SPLV Invesco S&P 500 Low Volatility ETF 8.6 25 0 4.9 -1.9
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 8.6 25 0 4.9 -1.9
DON WisdomTree U.S. MidCap Dividend Fund 8.5 38 -13 8.1 +1.3
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 8.4 60 -35 7.9 +1.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 8.3 24 1 7.2 +0.4
PSCF Invesco S&P SmallCap Financials ETF 8.0 29 -4 8.5 +1.7
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 8.0 20 5 5.6 -1.2
DEW WisdomTree Global High Dividend Fund 7.9 58 -33 7.3 +0.5
AGNG Global X Aging Population ETF 7.5 50 -25 4.1 -2.7
FVD First Trust Value Line Dividend Index Fund 7.3 65 -40 5.6 -1.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 7.2 18 7 6.9 +0.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 7.1 29 -4 6.5 -0.3
ONEY State Street SPDR Russell 1000 Yield Focus ETF 7.1 20 5 8.9 +2.1
FCLD Fidelity Cloud Computing ETF 6.9 39 -14 4.0 -2.8
HUSV First Trust Horizon Managed Volatility Domestic ETF 6.8 70 -45 4.7 -2.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 6.8 15 10 5.2 -1.6
ISCV iShares Morningstar Small Cap Value ETF 6.7 6 19 7.9 +1.1
VBR Vanguard Small Cap Value ETF 6.6 7 18 8.0 +1.2
FLDZ RiverNorth Patriot ETF 6.6 75 -50 5.6 -1.2
IWN iShares Russell 2000 Value ETF 6.5 24 1 4.9 -1.9
VTWV Vanguard Russell 2000 Value ETF 6.5 10 15 5.1 -1.7
EQAL Invesco Russell 1000 Equal Weight ETF 6.5 20 5 6.1 -0.7
TXS Texas Capital Texas Equity Index ETF 6.5 49 -24 5.1 -1.7
MILN Global X Millennial Consumer ETF 6.3 50 -25 3.9 -2.9
STXM Strive Mid-Cap ETF 6.1 18 7 5.7 -1.1
XSLV Invesco S&P SmallCap Low Volatility ETF 6.0 25 0 7.5 +0.7
FNDA Schwab Fundamental US Small Co. Index ETF 6.0 25 0 6.3 -0.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 5.9 15 10 6.9 +0.1
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 5.9 56 -31 7.1 +0.3
IWS iShares Russell Mid-Cap Value ETF 5.9 23 2 6.2 -0.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 5.9 15 10 6.4 -0.4
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 5.9 15 10 8.0 +1.2
IJJ iShares S&P Mid-Cap 400 Value ETF 5.9 18 7 8.0 +1.2
ERTH Invesco MSCI Sustainable Future ETF 5.8 62 -37 2.9 -3.9
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.8 20 5 5.8 -1.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 5.8 10 15 8.1 +1.3
CVY Invesco Zacks Multi-Asset Income ETF 5.7 106 -81 10.2 +3.4
STRN SMART Trend 25 ETF 5.7 59 -34 2.7 -4.1
JHSC John Hancock Multifactor Small Cap ETF 5.7 42 -17 6.1 -0.7
SMOX Horizon Small/Mid Cap Core Equity ETF 5.6 75 -50 5.4 -1.4
BLES Inspire Global Hope ETF 5.6 61 -36 5.8 -1.0
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 5.6 12 13 6.8 +0.0
XJH iShares ESG Screened S&P Mid-Cap ETF 5.5 12 13 6.0 -0.8
ISCB iShares Morningstar Small-Cap ETF 5.5 4 21 5.5 -1.3
SPDV AAM S&P 500 High Dividend Value ETF 5.5 29 -4 11.2 +4.4
FMET Fidelity Metaverse ETF 5.5 39 -14 4.7 -2.1
RJDI RJ Eagle GCM Dividend Select Income ETF 5.5 55 -30 4.5 -2.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 5.5 4 21 5.7 -1.1
ULVM VictoryShares US Value Momentum ETF 5.4 20 5 6.3 -0.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 5.4 65 -40 4.9 -1.9
MDY SPDR S&P Midcap 400 ETF Trust 5.4 23 2 6.0 -0.8
DES WisdomTree U.S. SmallCap Dividend Fund 5.3 38 -13 8.2 +1.4
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 5.3 15 10 6.4 -0.4
KBWY Invesco KBW Premium Yield Equity REIT ETF 5.3 35 -10 9.3 +2.5
FSMD Fidelity Small-Mid Multifactor ETF 5.3 15 10 6.6 -0.2
DIVG Invesco S&P 500 High Dividend Growers ETF 5.3 39 -14 7.5 +0.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 5.3 15 10 6.2 -0.6
PTL Inspire 500 ETF 5.2 9 16 4.5 -2.3
FDVV Fidelity High Dividend ETF 5.2 15 10 6.9 +0.1
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 5.2 3 22 6.2 -0.6
XJR iShares ESG Screened S&P Small-Cap ETF 5.2 12 13 6.4 -0.4
IJH iShares Core S&P Mid-Cap ETF 5.2 5 20 6.2 -0.6
VIOO Vanguard S&P Small-Cap 600 ETF 5.2 7 18 6.4 -0.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 5.1 7 18 5.4 -1.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 5.1 24 1 6.1 -0.7
RDIV Invesco S&P Ultra Dividend Revenue ETF 5.1 39 -14 10.0 +3.2
BKSE BNY Mellon US Small Cap Core Equity ETF 5.1 4 21 5.4 -1.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 5.0 70 -45 2.1 -4.7
FAB First Trust Multi Cap Value AlphaDEX Fund 5.0 67 -42 8.7 +1.9
SCHM Schwab U.S. Mid-Cap ETF 5.0 4 21 6.0 -0.8
VIOG Vanguard S&P Small-Cap 600 Growth ETF 5.0 10 15 3.7 -3.1
VB Vanguard Small-Cap ETF 4.9 5 20 5.3 -1.5
XOEF iShares S&P 500 ex S&P 100 ETF 4.9 20 5 4.8 -2.0
NUSC Nuveen ESG Small-Cap ETF 4.9 31 -6 5.0 -1.8
FNX First Trust Mid Cap Core AlphaDEX Fund 4.9 60 -35 6.3 -0.5
PFI Invesco Dorsey Wright Financial Momentum ETF 4.8 60 -35 4.8 -2.0
SIXL ETC 6 Meridian Low Beta Equity ETF 4.8 80 -55 5.8 -1.0
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 4.8 3 22 6.6 -0.2
IWR iShares Russell Midcap ETF 4.7 19 6 5.5 -1.3
IVOO Vanguard S&P Mid-Cap 400 ETF 4.7 7 18 6.1 -0.7
FMDE Fidelity Enhanced Mid Cap ETF 4.7 23 2 5.5 -1.3
IJR iShares Core S&P Small Cap ETF 4.7 6 19 6.5 -0.3
BWEB Bitwise Web3 ETF 4.7 85 -60 -0.1 -6.9
BEEZ Honeytree U.S. Equity ETF 4.7 64 -39 3.6 -3.2
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.7 25 0 8.0 +1.2
SDY State Street SPDR S&P Dividend ETF 4.6 35 -10 6.1 -0.7
CLOU Global X Cloud Computing ETF 4.6 68 -43 3.4 -3.4
SLYV State Street SPDR S&P 600 Small Cap Value ETF 4.6 15 10 9.3 +2.5
IJS iShares S&P Small-Cap 600 Value ETF 4.6 18 7 9.2 +2.4
OSCV Opus Small Cap Value ETF 4.5 79 -54 5.7 -1.1
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 4.5 39 -14 3.6 -3.2
VUSV Vanguard Wellington U.S. Value Active ETF 4.5 30 -5 5.9 -0.9
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 4.5 15 10 4.2 -2.6
IJK iShares S&P Mid-Cap 400 Growth ETF 4.5 17 8 4.1 -2.7
RSP Invesco S&P 500 Equal Weight ETF 4.5 20 5 6.0 -0.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 4.5 17 8 5.1 -1.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 4.5 9 16 3.9 -2.9
NUMV Nuveen ESG Mid-Cap Value ETF 4.4 31 -6 5.7 -1.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 4.4 10 15 9.3 +2.5
ISCG iShares Morningstar Small-Cap Growth ETF 4.3 6 19 2.8 -4.0
FTA First Trust Large Cap Value AlphaDEX Fund 4.3 59 -34 7.7 +0.9
WCEO Hypatia Women CEO ETF 4.3 85 -60 4.9 -1.9
STXK Strive Small-Cap ETF 4.3 18 7 5.3 -1.5
ISMD Inspire Small/Mid Cap ETF 4.2 54 -29 5.4 -1.4
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 4.2 15 10 3.8 -3.0
JPSV JPMorgan Active Small Cap Value ETF 4.2 74 -49 7.7 +0.9
TBG TBG Dividend Focus ETF 4.2 59 -34 6.4 -0.4
IJT iShares S&P Small-Cap 600 Growth ETF 4.2 18 7 3.7 -3.1
IMCV iShares Morningstar Mid-Cap Value ETF 4.2 6 19 7.1 +0.3
MAGA Point Bridge America First ETF 4.2 72 -47 5.2 -1.6
DTD WisdomTree U.S. Total Dividend Fund 4.1 28 -3 5.8 -1.0
NUDV Nuveen ESG Dividend ETF 4.1 26 -1 6.2 -0.6
MBCC Monarch Blue Chips Core ETF 4.1 125 -100 3.9 -2.9
SDG iShares MSCI Global Sustainable Development Goals ETF 4.0 49 -24 4.5 -2.3
SWP SWP Growth & Income ETF 4.0 99 -74 4.2 -2.6
PSC Principal U.S. Small-Cap ETF 4.0 38 -13 3.8 -3.0
SIZE iShares MSCI USA Size Factor ETF 4.0 15 10 5.6 -1.2
RSSL Global X Russell 2000 ETF 3.9 8 17 2.8 -4.0
SCHA Schwab U.S. Small-Cap ETF 3.9 4 21 4.5 -2.3
QDF FlexShares Quality Dividend Index Fund 3.9 37 -12 5.5 -1.3
IWM iShares Russell 2000 ETF 3.9 19 6 2.7 -4.1
AFMC First Trust Active Factor Mid Cap ETF 3.8 65 -40 7.2 +0.4
VOE Vanguard Mid-Cap Value ETF 3.8 7 18 6.9 +0.1
FNK First Trust Mid Cap Value AlphaDEX Fund 3.8 70 -45 9.7 +2.9
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 3.8 12 13 3.5 -3.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.8 10 15 4.2 -2.6
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.8 60 -35 5.2 -1.6
EUSA iShares MSCI USA Equal Weighted ETF 3.8 9 16 5.6 -1.2
QUVU Hartford Quality Value ETF 3.7 46 -21 5.7 -1.1
EZM WisdomTree U.S. MidCap Fund 3.7 38 -13 8.1 +1.3
VO Vanguard Mid-Cap ETF 3.7 4 21 5.4 -1.4
IGPT Invesco AI and Next Gen Software ETF 3.7 60 -35 3.2 -3.6
NOBL ProShares S&P 500 Dividend Aristocrats ETF 3.6 35 -10 5.4 -1.4
FUNL CornerCap Fundametrics Large-Cap ETF 3.6 50 -25 6.2 -0.6
FLQS Franklin U.S. Small Cap Multifactor Index ETF 3.6 35 -10 6.1 -0.7
ABLD Abacus FCF Real Assets Leaders ETF 3.6 69 -44 6.1 -0.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.6 12 13 4.5 -2.3
VOT Vanguard Mid-Cap Growth ETF 3.5 7 18 3.2 -3.6
QDEF FlexShares Quality Dividend Defensive Index Fund 3.5 37 -12 5.5 -1.3
VXF Vanguard Extended Market ETF 3.5 5 20 3.9 -2.9
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 3.5 60 -35 4.2 -2.6
FPX First Trust US Equity Opportunities ETF 3.5 61 -36 0.9 -5.9
BDIV AAM Brentview Dividend Growth ETF 3.5 49 -24 3.7 -3.1
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.5 30 -5 7.5 +0.7
YLDE ClearBridge Dividend Strategy ESG ETF 3.4 60 -35 5.1 -1.7
JHMM John Hancock Multifactor Mid Cap ETF 3.4 42 -17 5.5 -1.3
SMLF iShares U.S. SmallCap Equity Factor ETF 3.4 15 10 5.1 -1.7
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.4 29 -4 6.6 -0.2
FEX First Trust Large Cap Core AlphaDEX Fund 3.4 59 -34 5.1 -1.7
TMFG Motley Fool Global Opportunities ETF 3.4 85 -60 3.8 -3.0
VTWO Vanguard Russell 2000 ETF 3.4 7 18 2.9 -3.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 3.3 39 -14 2.4 -4.4
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 3.3 20 5 7.4 +0.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.3 9 16 5.3 -1.5
UDI USCF Dividend Income Fund 3.3 65 -40 6.7 -0.1
XMMO Invesco S&P MidCap Momentum ETF 3.3 34 -9 3.4 -3.4
IWD iShares Russell 1000 Value ETF 3.2 19 6 5.6 -1.2
VONV Vanguard Russell 1000 Value ETF 3.2 7 18 5.7 -1.1
IMCB iShares Morningstar Mid-Cap ETF 3.1 4 21 5.4 -1.4
FYX First Trust Small Cap Core AlphaDEX Fund 3.1 61 -36 5.5 -1.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 3.1 60 -35 6.8 +0.0
CHGX AXS Change Finance ESG ETF 3.1 49 -24 4.7 -2.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.1 64 -39 1.3 -5.5
SRET Global X SuperDividend REIT ETF 3.1 59 -34 12.4 +5.7
DLN WisdomTree U.S. LargeCap Dividend Fund 3.1 28 -3 5.5 -1.3
GVUS Marketbeta Russell 1000 Value Equity ETF 3.1 12 13 5.6 -1.2
ETHO Etho Climate Leadership U.S. ETF 3.0 47 -22 4.4 -2.4
USXF iShares ESG Advanced MSCI USA ETF 3.0 10 15 4.0 -2.8
VEGN US Vegan Climate ETF 3.0 60 -35 4.0 -2.8
NXTG First Trust Indxx NextG ETF 3.0 70 -45 4.3 -2.5
SIXG Defiance Connective Technologies ETF 2.9 30 -5 3.1 -3.7
SCHV Schwab U.S. Large-Cap Value ETF 2.9 4 21 5.8 -1.0
WSML iShares MSCI World Small-Cap ETF 2.9 15 10 5.4 -1.4
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 2.9 60 -35 4.7 -2.1
VBK Vanguard Small-Cap Growth ETF 2.8 7 18 1.3 -5.5
SSPY Syntax Stratified LargeCap ETF 2.8 30 -5 6.2 -0.6
SMMD iShares Russell 2500 ETF 2.8 15 10 5.7 -1.1
TEXN iShares Texas Equity ETF 2.7 20 5 5.3 -1.5
FYT First Trust Small Cap Value AlphaDEX Fund 2.7 73 -48 10.0 +3.2
AFLG First Trust Active Factor Large Cap ETF 2.7 55 -30 5.1 -1.7
DEUS Xtrackers Russell US Multifactor ETF 2.6 17 8 6.5 -0.3
IUSV iShares Core S&P US Value ETF 2.6 4 21 5.9 -0.9
FELV Fidelity Enhanced Large Cap Value ETF 2.6 18 7 5.8 -1.0
BGRO iShares Large Cap Growth Active ETF 2.6 55 -30 2.0 -4.8
KONG Formidable Fortress ETF 2.6 89 -64 5.3 -1.5
CAML Congress Large Cap Growth ETF 2.6 66 -41 2.4 -4.4
INCE Franklin Income Equity Focus ETF 2.6 29 -4 5.3 -1.5
NIXT Research Affiliates Deletions ETF 2.6 9 16 6.8 +0.0
CGDG Capital Group Dividend Growers ETF 2.6 47 -22 5.1 -1.7
BEEX BeeHive ETF 2.6 84 -59 3.8 -3.0
FESM Fidelity Enhanced Small Cap ETF 2.5 28 -3 2.4 -4.4
FCPI Fidelity Stocks for Inflation ETF 2.5 15 10 5.9 -0.9
VFMV Vanguard U.S. Minimum Volatility ETF 2.5 13 12 5.7 -1.1
FMKT The Free Markets ETF 2.5 76 -51 4.2 -2.6
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.4 4 21 5.8 -1.0
VOOV Vanguard S&P 500 Value ETF 2.4 7 18 5.8 -1.0
IVE iShares S&P 500 Value ETF 2.4 18 7 5.7 -1.1
DIVB iShares Core Dividend ETF 2.4 5 20 7.5 +0.7
JHDV John Hancock U.S. High Dividend ETF 2.4 34 -9 6.3 -0.5
REVS Columbia Research Enhanced Value ETF 2.4 19 6 6.9 +0.1
ROSC Hartford Multifactor Small Cap ETF 2.4 34 -9 7.4 +0.6
DIVL Madison Dividend Value ETF 2.3 65 -40 4.7 -2.1
YALL God Bless America ETF 2.3 65 -40 4.2 -2.6
JPEF JPMorgan Equity Focus ETF 2.3 50 -25 3.9 -2.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.3 10 15 4.4 -2.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.3 20 5 4.2 -2.6
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.3 19 6 5.0 -1.8
GLBL Pacer MSCI World Industry Advantage ETF 2.3 65 -40 3.6 -3.2
RBLD First Trust Alerian US NextGen Infrastructure ETF 2.3 65 -40 3.8 -3.0
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 2.3 55 -30 9.2 +2.4
JAVA JPMorgan Active Value ETF 2.2 44 -19 5.6 -1.2
KNCT Invesco Next Gen Connectivity ETF 2.2 40 -15 3.7 -3.1
USMV iShares MSCI USA Min Vol Factor ETF 2.2 15 10 5.3 -1.5
FTC First Trust Large Cap Growth AlphaDEX Fund 2.2 59 -34 1.9 -4.9
SMDV ProShares Russell 2000 Dividend Growers ETF 2.2 40 -15 6.9 +0.1
MCDS JPMorgan Fundamental Data Science Mid Core ETF 2.2 35 -10 5.0 -1.8
XMAG Defiance Large Cap ex-Mag 7 ETF 2.2 35 -10 4.5 -2.3
ESGV Vanguard ESG U.S. Stock ETF 2.2 9 16 4.3 -2.5
RFFC ALPS Active Equity Opportunity ETF 2.2 48 -23 3.7 -3.1
SMAP Amplify Small-Mid Cap Equity ETF 2.2 60 -35 4.5 -2.3
STXV Strive 1000 Value ETF 2.2 18 7 7.0 +0.2
VUSG Vanguard Wellington U.S. Growth Active ETF 2.1 35 -10 2.5 -4.3
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.1 40 -15 6.7 -0.1
BEDZ AdvisorShares Hotel ETF 2.1 100 -75 5.3 -1.5
NULC Nuveen ESG Large-Cap ETF 2.1 21 4 4.1 -2.7
ICAP InfraCap Equity Income Fund ETF 2.1 171 -146 4.5 -2.3
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.1 15 10 4.4 -2.4
GSPY Gotham Enhanced 500 ETF 2.1 50 -25 4.6 -2.2
DSI iShares MSCI KLD 400 Social ETF 2.0 25 0 4.3 -2.5
ADME Aptus Drawdown Managed Equity ETF 2.0 79 -54 3.5 -3.3
SPXT ProShares S&P 500 Ex-Technology ETF 2.0 9 16 4.9 -1.9
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.0 52 -27 5.4 -1.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.0 18 7 5.2 -1.6
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.0 35 -10 6.4 -0.4
IMCG iShares Morningstar Mid-Cap Growth ETF 2.0 6 19 3.5 -3.3
HDUS Hartford Disciplined US Equity ETF 2.0 19 6 4.9 -1.9
FLQL Franklin LibertyQ U.S. Equity ETF 2.0 15 10 4.7 -2.1
SCDS JPMorgan Fundamental Data Science Small Core ETF 1.9 40 -15 4.0 -2.8
EES WisdomTree U.S. SmallCap Fund 1.9 38 -13 8.1 +1.3
MNZL Manzil Russell Halal USA Broad MarketETF 1.9 40 -15 4.1 -2.7
IWX iShares Russell Top 200 Value ETF 1.9 20 5 5.2 -1.6
VTV Vanguard Value ETF 1.9 4 21 6.0 -0.8
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.9 43 -18 4.9 -1.9
AFSM First Trust Active Factor Small Cap ETF 1.9 75 -50 6.0 -0.8
DIV Global X SuperDividend US ETF 1.9 45 -20 9.6 +2.9
KLMN Invesco MSCI North America Climate ETF 1.9 9 16 4.5 -2.3
SUSA iShares MSCI USA ESG Select ETF 1.9 25 0 4.2 -2.6
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.9 5 20 7.8 +1.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.9 9 16 4.5 -2.3
JEPI JPMorgan Equity Premium Income ETF 1.9 35 -10 4.8 -2.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.9 8 17 4.5 -2.3
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.8 50 -25 8.7 +1.9
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.8 20 5 6.2 -0.6
PRF Invesco FTSE RAFI US 1000 ETF 1.8 34 -9 5.9 -0.9
FYC First Trust Small Cap Growth AlphaDEX Fund 1.8 71 -46 -0.6 -7.4
FDWM Fidelity Women's Leadership ETF 1.8 59 -34 3.7 -3.1
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.8 47 -22 4.9 -1.9
SPVM Invesco S&P 500 Value with Momentum ETF 1.8 39 -14 6.5 -0.3
DSPY Tema S&P 500 Historical Weight ETF 1.8 18 7 4.6 -2.2
TOPC iShares S&P 500 3% Capped ETF 1.8 15 10 4.5 -2.3
VLU State Street SPDR S&P 1500 Value Tilt ETF 1.8 12 13 6.4 -0.4
TMDV ProShares Russell US Dividend Growers ETF 1.8 35 -10 6.2 -0.6
FEGE First Eagle Global Equity ETF 1.8 79 -54 6.0 -0.8
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.8 40 -15 3.4 -3.4
STXD Strive 1000 Dividend Growth ETF 1.8 35 -10 4.4 -2.4
VTI Vanguard Total Stock Market ETF 1.8 3 22 4.3 -2.5
IWV iShares Russell 3000 ETF 1.8 20 5 4.2 -2.6
PRXV Praxis Impact Large Cap Value ETF 1.7 36 -11 5.7 -1.1
JVAL JPMorgan U.S. Value Factor ETF 1.7 12 13 7.2 +0.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.7 3 22 4.3 -2.5
VTHR Vanguard Russell 3000 ETF 1.7 7 18 4.3 -2.5
NULV Nuveen ESG Large-Cap Value ETF 1.7 26 -1 5.4 -1.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.7 25 0 5.1 -1.7
SCHB Schwab U.S. Broad Market ETF 1.7 3 22 4.4 -2.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.7 30 -5 3.9 -2.9
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.7 3 22 4.5 -2.3
AIEQ AI Powered Equity ETF 1.7 75 -50 3.8 -3.0
TMFS Motley Fool Small-Cap Growth ETF 1.7 85 -60 1.2 -5.6
EVUS iShares ESG Aware MSCI USA Value ETF 1.7 18 7 5.7 -1.1
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.7 20 5 4.7 -2.1
BGIG Bahl & Gaynor Income Growth ETF 1.7 45 -20 4.6 -2.2
DHS WisdomTree U.S. High Dividend Fund 1.7 38 -13 8.2 +1.4
VONE Vanguard Russell 1000 ETF 1.7 7 18 4.4 -2.4
IWB iShares Russell 1000 ETF 1.7 15 10 4.3 -2.5
XVV iShares ESG Screened S&P 500 ETF 1.7 8 17 4.3 -2.5
SCHK Schwab 1000 Index ETF 1.6 5 20 4.4 -2.4
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.6 60 -35 9.9 +3.1
IYY iShares Dow Jones U.S. ETF 1.6 20 5 4.2 -2.6
JMOM JPMorgan U.S. Momentum Factor ETF 1.6 12 13 3.6 -3.2
DEMZ Democratic Large Cap Core ETF 1.6 45 -20 3.9 -2.9
HAPI Harbor Human Capital Factor US Large Cap ETF 1.6 36 -11 4.2 -2.6
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.6 70 -45 3.9 -2.9
SCHX Schwab U.S. Large-Cap ETF 1.6 3 22 4.4 -2.4
JHML John Hancock Multifactor Large Cap ETF 1.6 29 -4 4.6 -2.2
ILCV iShares Morningstar Value ETF 1.6 4 21 5.5 -1.3
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.5 32 -7 4.2 -2.6
WOMN Impact Shares YWCA Women's Empowerment ETF 1.5 75 -50 4.9 -1.9
FTCE First Trust New Constructs Core Earnings Leaders ETF 1.5 60 -35 4.8 -2.0
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.5 7 18 4.5 -2.3
SVAL iShares US Small Cap Value Factor ETF 1.5 20 5 7.5 +0.7
AUSF Global X Adaptive U.S. Factor ETF 1.5 27 -2 8.1 +1.3
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.5 20 5 4.1 -2.7
CATH Global X S&P 500 Catholic Values Custom ETF 1.5 29 -4 4.1 -2.7
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.5 75 -50 2.1 -4.7
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.5 35 -10 3.1 -3.7
SNPE Xtrackers S&P 500 ESG ETF 1.5 10 15 4.5 -2.3
FDLO Fidelity Low Volatility Factor ETF 1.5 15 10 4.9 -1.9
VOO Vanguard S&P 500 ETF 1.5 3 22 4.4 -2.4
CHRI Global X S&P 500 Christian Values ETF 1.5 29 -4 4.1 -2.7
STXG Strive 1000 Growth ETF 1.5 18 7 3.3 -3.5
SPY SPDR S&P 500 ETF 1.5 9 16 4.3 -2.5
SPYM State Street SPDR Portfolio S&P 500 ETF 1.5 2 23 4.4 -2.4
IVV iShares Core S&P 500 ETF 1.5 3 22 4.4 -2.4
SUSL iShares ESG MSCI USA Leaders ETF 1.5 10 15 4.4 -2.4
VLUE iShares MSCI USA Value Factor ETF 1.5 15 10 7.5 +0.7
SPXV ProShares S&P 500 Ex-Health Care ETF 1.5 9 16 4.1 -2.7
STOX Horizon Core Equity ETF 1.4 70 -45 3.7 -3.1
FNDB Schwab Fundamental US Broad Market Index ETF 1.4 25 0 6.4 -0.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.4 11 14 4.3 -2.5
SFTY Horizon Managed Risk ETF 1.4 77 -52 3.6 -3.2
PY Principal Value ETF 1.4 15 10 7.2 +0.4
QUAL iShares MSCI USA Quality Factor ETF 1.4 15 10 4.5 -2.3
GOP Unusual Whales Subversive Republican Trading ETF 1.4 50 -25 4.4 -2.4
YOKE Yoke Core ETF 1.4 42 -17 3.7 -3.1
MTUM iShares MSCI USA Momentum Factor ETF 1.4 15 10 2.6 -4.2
JQUA JPMorgan U.S. Quality Factor ETF 1.4 12 13 5.2 -1.6
MGK Vanguard Mega Cap Growth ETF 1.4 7 18 3.5 -3.3
PBUS Invesco MSCI USA ETF 1.4 4 21 4.3 -2.5
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.4 39 -14 7.8 +1.0
RAUS RACWI US ETF 1.4 15 10 4.3 -2.5
DGT State Street SPDR Global Dow ETF 1.4 50 -25 5.8 -1.0
ZECP Zacks Earnings Consistent Portfolio ETF 1.4 55 -30 4.2 -2.6
FLRG Fidelity U.S. Multifactor ETF 1.4 15 10 5.9 -0.9
GLRY Inspire Faithward Mid Cap Momentum ETF 1.4 80 -55 3.7 -3.1
SPXE ProShares S&P 500 Ex-Energy ETF 1.4 9 16 4.2 -2.6
APUE ActivePassive U.S. Equity ETF 1.4 45 -20 4.1 -2.7
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.4 30 -5 4.2 -2.6
GXLC Global X U.S. 500 ETF 1.4 2 23 4.2 -2.6
ILCB iShares Morningstar U.S. Equity ETF 1.4 3 22 4.3 -2.5
FDMO Fidelity Momentum Factor ETF 1.3 15 10 2.6 -4.2
FQAL Fidelity Quality Factor ETF 1.3 15 10 4.9 -1.9
VV Vanguard Large-Cap ETF 1.3 4 21 4.3 -2.5
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -55 5.6 -1.2
LRGC AB US Large Cap Strategic Equities ETF 1.3 48 -23 3.9 -2.9
STRV Strive 500 ETF 1.3 5 20 4.2 -2.6
ESGU iShares ESG Aware MSCI USA ETF 1.3 15 10 4.3 -2.5
SPGP Invesco S&P 500 GARP ETF 1.3 34 -9 5.8 -1.0
SFYF SoFi Social 50 ETF 1.3 29 -4 0.9 -5.9
QVML Invesco S&P 500 QVM Multi-factor ETF 1.3 11 14 4.5 -2.3
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 15 5.1 -1.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.3 45 -20 3.8 -3.0
SGLC SGI U.S. Large Cap Core ETF 1.3 85 -60 3.8 -3.0
RAFE PIMCO RAFI ESG U.S. ETF 1.3 29 -4 6.5 -0.3
TOV JLens 500 Jewish Advocacy U.S. ETF 1.3 18 7 4.1 -2.7
SFY SoFi Select 500 ETF 1.3 0 25 3.9 -2.9
PFM Invesco Dividend Achievers ETF 1.3 53 -28 4.8 -2.0
IWO iShares Russell 2000 Growth ETF 1.3 24 1 0.5 -6.3
FDRR Fidelity Dividend ETF for Rising Rates 1.3 15 10 6.0 -0.8
TMFX Motley Fool Next Index ETF 1.2 50 -25 3.1 -3.7
FVAL Fidelity Value Factor ETF 1.2 15 10 6.2 -0.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.2 10 15 4.4 -2.4
LOWV AB US Low Volatility Equity ETF 1.2 48 -23 4.4 -2.4
BKLC BNY Mellon US Large Cap Core Equity ETF 1.2 0 25 4.3 -2.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.2 2 23 4.3 -2.5
ENHU iShares Enhanced Large Cap Core Active ETF 1.2 22 3 4.3 -2.5
SIXS ETC 6 Meridian Small Cap Equity ETF 1.2 89 -64 8.0 +1.2
QLC FlexShares US Quality Large Cap Index Fund 1.2 25 0 4.7 -2.1
RVRB Reverb ETF 1.2 30 -5 4.0 -2.8
VOTE TCW Transform 500 ETF 1.2 5 20 4.3 -2.5
QUS State Street SPDR MSCI USA StrategicFactors ETF 1.2 15 10 5.1 -1.7
SPMO Invesco S&P 500 Momentum ETF 1.2 13 12 3.3 -3.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.2 20 5 4.4 -2.4
KRMA Global X Conscious Companies ETF 1.2 43 -18 5.4 -1.4
NACP Impact Shares NAACP Minority Empowerment ETF 1.2 49 -24 4.0 -2.8
ACVF American Conservative Values ETF 1.1 75 -50 3.8 -3.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.1 7 18 4.2 -2.6
DTEC ALPS Disruptive Technologies ETF 1.1 50 -25 3.9 -2.9
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.1 38 -13 5.2 -1.6
ILCG iShares Morningstar Growth ETF 1.1 4 21 3.2 -3.6
AIPO Defiance AI & Power Infrastructure ETF 1.1 69 -44 0.8 -6.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.1 75 -50 3.3 -3.5
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.1 12 13 3.6 -3.2
FNDX Schwab Fundamental US Large Co. Index ETF 1.1 25 0 6.5 -0.3
FELC Fidelity Enhanced Large Cap Core ETF 1.1 18 7 4.5 -2.3
VT Vanguard Total World Stock ETF 1.1 6 19 5.1 -1.7
TOK iShares MSCI Kokusai ETF 1.1 26 -1 4.4 -2.4
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.1 79 -54 4.2 -2.6
LRGF iShares U.S. Equity Factor ETF 1.1 8 17 4.8 -2.0
DBSC Deepwater Beachfront Small Cap ETF 1.0 85 -60 1.2 -5.6
CGDV Capital Group Dividend Value ETF 1.0 33 -8 4.0 -2.8
HGRO Hedgeye Quality Growth ETF 1.0 70 -45 3.5 -3.3
SNPG Xtrackers S&P 500 Growth ESG ETF 1.0 15 10 4.1 -2.7
EQWL Invesco S&P 100 Equal Weight ETF 1.0 25 0 5.6 -1.2
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -50 6.3 -0.5
URTH iShares MSCI World ETF 1.0 24 1 4.4 -2.4
CVAR Cultivar ETF 1.0 87 -62 7.0 +0.3
VTWG Vanguard Russell 2000 Growth ETF 1.0 10 15 0.7 -6.1
KOKU Xtrackers MSCI Kokusai Equity ETF 1.0 9 16 4.5 -2.3
XSMO Invesco S&P SmallCap Momentum ETF 1.0 39 -14 3.7 -3.1
RWK Invesco S&P MidCap 400 Revenue ETF 1.0 39 -14 8.0 +1.2
ROE Astoria US Quality Kings ETF 1.0 49 -24 5.6 -1.2
RECS Columbia Research Enhanced Core ETF 1.0 15 10 5.4 -1.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.0 20 5 4.9 -1.9
VUG Vanguard Growth ETF 0.9 4 21 3.5 -3.3
PRAY FIS Christian Stock Fund 0.9 69 -44 4.0 -2.8
ACWI iShares MSCI ACWI ETF 0.9 32 -7 4.8 -2.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.9 14 11 4.3 -2.5
IPO Renaissance IPO ETF 0.9 60 -35 1.9 -4.9
FFND Future Fund Active ETF 0.9 100 -75 4.4 -2.4
XDAT Franklin Exponential Data ETF 0.9 50 -25 1.3 -5.5
OEI Optimized Equity Income ETF 0.9 75 -50 3.5 -3.3
PRXG Praxis Impact Large Cap Growth ETF 0.9 36 -11 3.2 -3.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.9 9 16 5.0 -1.8
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.9 30 -5 3.8 -3.0
MGC Vanguard Mega Cap ETF 0.9 7 18 4.0 -2.8
WSGE Warren Street Global Equity ETF 0.9 80 -55 2.9 -3.9
IWL iShares Russell Top 200 ETF 0.8 15 10 4.0 -2.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.8 29 -4 5.8 -1.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.8 9 16 4.5 -2.3
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 -4 3.9 -2.9
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -50 4.4 -2.4
IUSG iShares Core S&P U.S. Growth ETF 0.8 4 21 3.2 -3.6
MGV Vanguard Mega Cap Value ETF 0.8 7 18 5.6 -1.2
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 0.8 49 -24 7.9 +1.1
BLCV iShares Large Cap Value Active ETF 0.8 53 -28 6.5 -0.3
USMF WisdomTree U.S. Multifactor Fund 0.8 28 -3 6.6 -0.2
EGUS iShares ESG Aware MSCI USA Growth ETF 0.8 18 7 3.2 -3.6
FDFF Fidelity Disruptive Finance ETF 0.8 50 -25 5.3 -1.5
HAPS Harbor Human Capital Factor US Small Cap ETF 0.8 60 -35 3.6 -3.2
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.8 25 0 11.8 +5.0
BUYZ Franklin Disruptive Commerce ETF 0.8 50 -25 2.3 -4.5
WDIV SPDR S&P Global Dividend ETF 0.7 40 -15 9.1 +2.3
HLAL Wahed FTSE USA Shariah ETF 0.7 50 -25 3.9 -2.9
OPTZ Optimize Strategy Index ETF 0.7 50 -25 3.8 -3.0
WLDR Affinity World Leaders Equity ETF 0.7 67 -42 6.4 -0.4
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.7 30 -5 13.7 +6.9
XMVM Invesco S&P MidCap Value with Momentum ETF 0.7 39 -14 7.6 +0.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.7 29 -4 4.1 -2.7
CSMD Congress SMid Growth ETF 0.7 69 -44 3.5 -3.3
SGRT SMART Earnings Growth 30 ETF 0.7 59 -34 2.5 -4.3
DVND Touchstone Dividend Select ETF 0.7 67 -42 5.4 -1.4
FSST Fidelity Sustainable U.S. Equity ETF 0.7 59 -34 3.3 -3.5
CGUS Capital Group Core Equity ETF 0.7 33 -8 3.7 -3.1
SDIV Global X Superdividend ETF 0.7 58 -33 12.8 +6.0
JSML Janus Henderson Small Cap Growth Alpha ETF 0.6 30 -5 2.8 -4.0
MBOX Freedom Day Dividend ETF 0.6 39 -14 7.0 +0.2
XSHQ Invesco S&P SmallCap Quality ETF 0.6 29 -4 6.8 +0.1
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.6 35 -10 6.2 -0.6
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 0.6 65 -40 5.1 -1.7
IWP iShares Russell Mid-Cap Growth ETF 0.6 23 2 2.9 -3.9
ROUS Hartford Multifactor US Equity ETF 0.6 19 6 5.6 -1.2
VOOG Vanguard S&P 500 Growth ETF 0.6 7 18 3.2 -3.6
IVW iShares S&P 500 Growth ETF 0.6 18 7 3.0 -3.8
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.6 4 21 3.2 -3.6
NULG Nuveen ESG Large-Cap Growth ETF 0.6 26 -1 3.0 -3.8
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.6 25 0 4.2 -2.6
EPS WisdomTree U.S. LargeCap Fund 0.6 8 17 4.9 -1.9
FFF Founders 100 ETF 0.6 75 -50 2.7 -4.1
VSLU Applied Finance Valuation Large Cap ETF 0.6 49 -24 4.9 -1.9
MFVL Motley Fool Value Factor ETF 0.6 50 -25 5.8 -1.0
FFLC Fidelity Fundamental Large Cap Core ETF 0.6 38 -13 3.9 -2.9
RPV Invesco S&P 500 Pure Value ETF 0.5 35 -10 9.1 +2.4
RWL Invesco S&P 500 Revenue ETF 0.5 39 -14 6.0 -0.8
QWLD SPDR MSCI World StrategicFactors ETF 0.5 30 -5 5.2 -1.6
QLV FlexShares US Quality Low Volatility Index Fund 0.5 22 3 5.1 -1.7
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 -17 4.3 -2.5
RCGE RockCreek Global Equality ETF 0.5 95 -70 6.0 -0.8
FBCG Fidelity Blue Chip Growth ETF 0.5 59 -34 2.2 -4.6
INRO iShares U.S. Industry Rotation Active ETF 0.4 42 -17 3.7 -3.1
SCHG Schwab U.S. Large-Cap Growth ETF 0.4 4 21 3.4 -3.4
SNPV Xtrackers S&P 500 Value ESG ETF 0.4 15 10 5.7 -1.1
ACWV iShares MSCI Global Min Vol Factor ETF 0.4 20 5 5.7 -1.1
TMFC Motley Fool 100 Index ETF 0.4 50 -25 3.1 -3.7
MGMT Ballast Small/Mid Cap ETF 0.4 110 -85 7.5 +0.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.4 19 6 5.1 -1.7
GINN Goldman Sachs Innovate Equity ETF 0.4 52 -27 3.9 -2.9
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 -35 -0.9 -7.7
IWC iShares Micro-Cap ETF 0.3 60 -35 -1.4 -8.2
IETC iShares U.S. Tech Independence Focused ETF 0.3 18 7 3.2 -3.6
RFV Invesco S&P Midcap 400 Pure Value ETF 0.3 35 -10 11.6 +4.8
MFMO Motley Fool Momentum Factor ETF 0.3 50 -25 2.2 -4.6
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.3 35 -10 7.5 +0.7
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 4 3.0 -3.8
IEDI iShares U.S. Consumer Focused ETF 0.3 18 7 4.9 -1.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.3 25 0 5.6 -1.2
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.2 35 -10 5.8 -1.0
DAK Dakota Active Equity ETF 0.2 43 -18 3.9 -2.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 0.2 15 10 3.1 -3.7
IUS Invesco RAFI Strategic US ETF 0.2 19 6 5.9 -0.9
GEW Cambria Global EW ETF 0.2 29 -4 5.4 -1.4
USEW Cambria US EW ETF 0.2 30 -5 4.2 -2.6
DIVE Dana Concentrated Dividend ETF 0.2 65 -40 6.9 +0.1
OEF iShares S&P 100 ETF 0.2 20 5 4.0 -2.8
FELG Fidelity Enhanced Large Cap Growth ETF 0.2 18 7 3.4 -3.4
CALF Pacer US Small Cap Cash Cows 100 ETF 0.1 59 -34 9.6 +2.8
SMCF Themes US Small Cap Cash Flow Champions ETF 0.1 29 -4 10.1 +3.3
AQLT iShares MSCI Global Quality Factor ETF 0.1 18 7 0.0 -6.8
PKW Invesco Buyback Achievers ETF 0.1 62 -37 7.2 +0.5
GLOF iShares Global Equity Factor ETF 0.1 20 5 5.7 -1.1
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.1 36 -11 8.6 +1.8
RAYD Rayliant Quantitative Developed Market Equity ETF 0.1 80 -55 3.7 -3.1
VONG Vanguard Russell 1000 Growth ETF 0.1 7 18 3.6 -3.2
IWF iShares Russell 1000 Growth ETF 0.1 19 6 3.5 -3.3
EBI Longview Advantage ETF 0.1 35 -10 6.1 -0.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.1 12 13 3.5 -3.3
QGRO American Century U.S. Quality Growth ETF 0.1 29 -4 3.9 -2.9
VALQ American Century U.S. Quality Value ETF 0.1 29 -4 7.2 +0.5
IWY iShares Russell Top 200 Growth ETF 0.0 20 5 3.6 -3.2
SFGV Sequoia Global Value ETF 0.0 23 2 7.2 +0.4

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 14.7 %
Divided by: Fwd. P/BV 2.1 x
Less: Expense ratio 25 bp
Equals: ALTAR Score 6.8 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.62 CATEGORY
AVERAGE		 1.57
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.