State Street SPDR Dow Jones REIT ETF
ALTAR
Score™		 6.7% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 15.2x P/Sales
ratio		 7.5x
P/BV
ratio		 2.2x Div.
yield		 3.7%


  • 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) $1,802
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 92
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 10.1 %
WELLTOWER, INC. 9.5 %
EQUINIX INC 4.7 %
SIMON PROPERTY GROUP INC 4.6 %
DIGITAL REALTY TRUST INC 4.5 %
PUBLIC STORAGE 4.3 %
REALTY INCOME CORP 4.0 %
VENTAS INC 3.9 %
EXTRA SPACE STORAGE INC 3.0 %
AVALONBAY COMMUNITIES INC 2.5 %
Total 51.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 97.0 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
12.3% 18.6% 5.1% 5.5% 8.6%

Market Correlations
versus... Beta R-squared
S&P500 0.45 16%
MSCI EAFE 0.49 27%
MSCI Emg. Mkts. 0.23 10%

Technical Indicators
Recent close $109.84
30d moving avg. $109.69
Annualized volatility 17.5%
Short interest (ETF) 0.5%
Short interest (Underlying) 3.1%
Relative strength (RSI) 56

Liquidity measures
Avg. volume (thou.) 263
Turnover 1.6%
Bid/Ask (% of price) 0.03%
ADV underlying (mns) $4,552

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 567 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™: 6.7%


ALTERNATIVE ETFs BASED ON OVERLAP WITH RWR
Ticker Fund
Name		 Overlap1
vs RWR
(%)		 Expense
ratio
(bp)		 Savings
vs RWR
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs RWR
(%)
USRT iShares Core U.S. REIT ETF 85.2 8 17 6.9 +0.2
FRI First Trust S&P REIT Index Fund 83.5 50 -25 6.5 -0.2
DFAR Dimensional US Real Estate ETF 79.2 19 6 7.1 +0.4
SCHH Schwab U.S. REIT ETF 78.6 7 18 7.2 +0.5
FREL Fidelity MSCI Real Estate Index ETF 73.0 8 17 7.0 +0.3
VNQ Vanguard Real Estate ETF 72.4 13 12 6.8 +0.1
IYR iShares U.S. Real Estate ETF 71.7 40 -15 6.9 +0.2
RWO SPDR Dow Jones Global Real Estate ETF 69.6 50 -25 6.3 -0.4
XLRE Real Estate Select Sector SPDR 67.4 8 17 7.1 +0.4
ICF iShares Cohen & Steers REIT ETF 65.6 33 -8 7.1 +0.4
REET iShares Global REIT ETF 64.8 14 11 6.9 +0.2
DFGR Dimensional Global Real Estate ETF 59.8 22 3 7.0 +0.3
FPRO Fidelity Real Estate Investment ETF 59.0 59 -34 6.1 -0.6
PPTY US Diversified Real Estate ETF 57.4 53 -28 7.5 +0.8
AVRE Avantis Real Estate ETF 57.0 17 8 6.7 +0.1
ERET iShares Environmentally Aware Real Estate ETF 56.8 30 -5 6.8 +0.1
JPRE JPMorgan Realty Income ETF 56.7 50 -25 6.9 +0.2
VGSR Vert Global Sustainable Real Estate ETF 56.0 47 -22 6.9 +0.3
RITA ETFB Green SRI REITs ETF 50.6 50 -25 5.5 -1.2
PSR Invesco Active U.S. Real Estate Fund 50.3 35 -10 7.0 +0.3
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 49.2 40 -15 7.6 +0.9
JRE Janus Henderson U.S. Real Estate ETF 48.5 65 -40 5.8 -0.9
REZ iShares Residential and Multisector Real Estate ETF 44.2 48 -23 6.1 -0.6
GQRE FlexShares Global Quality Real Estate Index Fund 42.6 45 -20 7.2 +0.5
BYRE Principal Real Estate Active Opportunities ETF 39.3 65 -40 6.9 +0.2
IVRA Invesco Real Assets ESG ETF 37.3 59 -34 6.2 -0.5
HAUS Residential REIT ETF 31.9 60 -35 3.8 -2.9
SPRE SP Funds S&P Global REIT Sharia ETF 30.0 55 -30 5.3 -1.4
NURE Nuveen Short-Term REIT ETF 28.3 35 -10 7.1 +0.4
IQRA IQ CBRE Real Assets ETF 24.9 65 -40 5.8 -0.9
INDS Pacer Industrial Real Estate ETF 24.2 55 -30 6.1 -0.6
HOMZ Hoya Capital Housing ETF 22.3 30 -5 10.4 +3.7
WTRE WisdomTree New Economy Real Estate Fund 21.9 58 -33 -0.3 -7.0
BLDG Cambria Global Real Estate ETF 21.9 60 -35 11.1 +4.5
REAI Intelligent Real Estate ETF 21.7 59 -34 5.5 -1.2
DESK VanEck Office and Commercial REIT ETF 21.0 50 -25 14.2 +7.5
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 20.3 60 -35 5.3 -1.3
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 19.8 7 18 10.1 +3.4
VRAI Virtus Real Asset Income ETF 16.1 55 -30 8.4 +1.7
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 15.9 12 13 5.7 -1.0
BIBL Inspire 100 ETF 14.4 35 -10 4.1 -2.6
XMLV Invesco S&P MidCap Low Volatility ETF 13.4 25 0 6.9 +0.2
LVDS JPMorgan Fundamental Data Science Large Value ETF 13.3 49 -24 4.9 -1.8
RDOG ALPS REIT Dividend Dogs ETF 12.4 35 -10 11.8 +5.1
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 12.3 27 -2 6.6 -0.1
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 11.6 30 -5 8.9 +2.3
RIET Hoya Capital High Dividend Yield ETF 10.7 50 -25 13.6 +6.9
NETL NETLease Corporate Real Estate ETF 10.5 60 -35 7.5 +0.8
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 10.2 80 -55 6.9 +0.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 10.1 10 15 3.5 -3.2
SRVR Pacer Data & Infrastructure Real Estate ETF 9.1 55 -30 3.6 -3.1
DTCR Global X Data Center & Digital Infrastructure ETF 9.1 50 -25 3.1 -3.6
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 9.1 41 -16 3.9 -2.8
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 9.0 56 -31 6.7 +0.0
CZA Invesco Zacks Mid-Cap ETF 9.0 72 -47 5.9 -0.8
DON WisdomTree U.S. MidCap Dividend Fund 8.7 38 -13 8.1 +1.5
SPLV Invesco S&P 500 Low Volatility ETF 8.6 25 0 5.2 -1.5
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 8.6 25 0 4.9 -1.8
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 8.5 60 -35 7.8 +1.1
DEW WisdomTree Global High Dividend Fund 8.5 58 -33 7.2 +0.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 8.1 24 1 7.1 +0.4
PSCF Invesco S&P SmallCap Financials ETF 8.0 29 -4 8.6 +1.9
FCLD Fidelity Cloud Computing ETF 7.9 39 -14 2.9 -3.8
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 7.8 20 5 5.8 -0.9
IQSM IQ Candriam U.S. Mid Cap Equity ETF 7.7 15 10 5.0 -1.7
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 7.5 60 -35 4.4 -2.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 7.4 18 7 6.9 +0.2
AGNG Global X Aging Population ETF 7.4 50 -25 4.3 -2.4
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 7.3 29 -4 6.4 -0.3
VBR Vanguard Small Cap Value ETF 7.2 7 18 7.8 +1.2
ONEY State Street SPDR Russell 1000 Yield Focus ETF 7.1 20 5 8.6 +1.9
ISCV iShares Morningstar Small Cap Value ETF 6.9 6 19 7.7 +1.1
FVD First Trust Value Line Dividend Index Fund 6.9 65 -40 5.8 -0.9
SIXL ETC 6 Meridian Low Beta Equity ETF 6.8 80 -55 6.1 -0.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 6.7 70 -45 4.8 -1.9
TXS Texas Capital Texas Equity Index ETF 6.6 49 -24 5.0 -1.7
FLDZ RiverNorth Patriot ETF 6.6 75 -50 5.6 -1.1
EQAL Invesco Russell 1000 Equal Weight ETF 6.5 20 5 6.0 -0.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 6.3 4 21 5.5 -1.2
IWN iShares Russell 2000 Value ETF 6.3 24 1 4.7 -2.0
MIDE Xtrackers S&P MidCap 400 ESG ETF 6.3 15 10 6.6 -0.0
VTWV Vanguard Russell 2000 Value ETF 6.2 10 15 4.8 -1.8
STXM Strive Mid-Cap ETF 6.1 18 7 5.8 -0.9
FNDA Schwab Fundamental US Small Co. Index ETF 6.0 25 0 6.0 -0.6
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 6.0 15 10 7.9 +1.2
IJJ iShares S&P Mid-Cap 400 Value ETF 5.9 18 7 7.9 +1.2
SPDV AAM S&P 500 High Dividend Value ETF 5.9 29 -4 10.7 +4.0
BLES Inspire Global Hope ETF 5.9 61 -36 5.7 -1.0
XSLV Invesco S&P SmallCap Low Volatility ETF 5.9 25 0 7.5 +0.8
ERTH Invesco MSCI Sustainable Future ETF 5.9 62 -37 2.8 -3.9
IVOV Vanguard S&P Mid-Cap 400 Value ETF 5.9 10 15 8.0 +1.3
ULVM VictoryShares US Value Momentum ETF 5.9 20 5 6.1 -0.6
MILN Global X Millennial Consumer ETF 5.8 50 -25 4.0 -2.7
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.8 20 5 5.5 -1.2
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 5.8 15 10 6.4 -0.3
IWS iShares Russell Mid-Cap Value ETF 5.8 23 2 6.0 -0.7
KBWY Invesco KBW Premium Yield Equity REIT ETF 5.8 35 -10 8.8 +2.1
CVY Invesco Zacks Multi-Asset Income ETF 5.7 106 -81 10.0 +3.3
FMET Fidelity Metaverse ETF 5.5 39 -14 4.0 -2.7
ISCB iShares Morningstar Small-Cap ETF 5.5 4 21 5.3 -1.4
SMOX Horizon Small/Mid Cap Core Equity ETF 5.5 75 -50 5.3 -1.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 5.4 24 1 5.9 -0.8
XJH iShares ESG Screened S&P Mid-Cap ETF 5.4 12 13 5.8 -0.9
FDVV Fidelity High Dividend ETF 5.4 15 10 6.5 -0.2
DES WisdomTree U.S. SmallCap Dividend Fund 5.4 38 -13 8.1 +1.4
FAB First Trust Multi Cap Value AlphaDEX Fund 5.4 67 -42 8.7 +2.0
DIVG Invesco S&P 500 High Dividend Growers ETF 5.3 39 -14 7.5 +0.8
VB Vanguard Small-Cap ETF 5.3 5 20 5.1 -1.6
MDY SPDR S&P Midcap 400 ETF Trust 5.3 23 2 5.8 -0.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 5.3 15 10 6.0 -0.7
RJDI RJ Eagle Dividend Select Income ETF 5.2 55 -30 4.4 -2.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 5.2 15 10 6.2 -0.5
PTL Inspire 500 ETF 5.2 9 16 4.3 -2.4
NUSC Nuveen ESG Small-Cap ETF 5.2 31 -6 4.8 -1.9
RDIV Invesco S&P Ultra Dividend Revenue ETF 5.1 39 -14 9.4 +2.8
XJR iShares ESG Screened S&P Small-Cap ETF 5.1 12 13 6.1 -0.6
IJH iShares Core S&P Mid-Cap ETF 5.1 5 20 6.0 -0.7
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 5.1 3 22 6.0 -0.7
IVOO Vanguard S&P Mid-Cap 400 ETF 5.0 7 18 6.0 -0.7
FNX First Trust Mid Cap Core AlphaDEX Fund 5.0 60 -35 6.1 -0.5
PFI Invesco Dorsey Wright Financial Momentum ETF 4.8 60 -35 4.8 -1.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4.8 7 18 5.2 -1.5
SCHM Schwab U.S. Mid-Cap ETF 4.8 4 21 5.7 -1.0
XOEF iShares S&P 500 ex S&P 100 ETF 4.8 20 5 4.6 -2.1
FSMD Fidelity Small-Mid Multifactor ETF 4.8 15 10 6.4 -0.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 4.7 70 -45 2.0 -4.7
BWEB Bitwise Web3 ETF 4.7 85 -60 -0.1 -6.8
JHSC John Hancock Multifactor Small Cap ETF 4.7 42 -17 5.9 -0.8
NUDV Nuveen ESG Dividend ETF 4.7 26 -1 6.1 -0.6
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 4.6 40 -15 6.9 +0.2
IWR iShares Russell Midcap ETF 4.6 19 6 5.3 -1.4
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 4.6 3 22 6.3 -0.3
VIOO Vanguard S&P Small-Cap 600 ETF 4.6 7 18 6.2 -0.5
SLYV State Street SPDR S&P 600 Small Cap Value ETF 4.6 15 10 8.9 +2.2
VFMV Vanguard U.S. Minimum Volatility ETF 4.6 13 12 5.7 -1.0
IJS iShares S&P Small-Cap 600 Value ETF 4.5 18 7 8.8 +2.2
IJR iShares Core S&P Small Cap ETF 4.5 6 19 6.3 -0.4
VUSV Vanguard Wellington U.S. Value Active ETF 4.5 30 -5 5.7 -1.0
VIOV Vanguard S&P Small-Cap 600 Value ETF 4.5 10 15 8.9 +2.2
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 4.5 39 -14 3.5 -3.2
RSP Invesco S&P 500 Equal Weight ETF 4.5 20 5 5.8 -0.9
SWP SWP Growth & Income ETF 4.4 99 -74 4.1 -2.6
STXK Strive Small-Cap ETF 4.4 18 7 5.1 -1.5
SDY State Street SPDR S&P Dividend ETF 4.4 35 -10 6.1 -0.6
NUMV Nuveen ESG Mid-Cap Value ETF 4.4 31 -6 5.5 -1.1
DTD WisdomTree U.S. Total Dividend Fund 4.4 28 -3 5.6 -1.0
FTA First Trust Large Cap Value AlphaDEX Fund 4.3 59 -34 7.7 +1.0
ESML iShares ESG Aware MSCI USA Small-Cap ETF 4.3 17 8 4.9 -1.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 4.3 9 16 3.6 -3.0
WCEO Hypatia Women CEO ETF 4.3 85 -60 4.6 -2.0
IJK iShares S&P Mid-Cap 400 Growth ETF 4.2 17 8 4.0 -2.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 4.2 10 15 4.0 -2.7
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 4.2 15 10 4.0 -2.7
SMMD iShares Russell 2500 ETF 4.2 15 10 5.4 -1.3
FNK First Trust Mid Cap Value AlphaDEX Fund 4.2 70 -45 9.8 +3.1
BKSE BNY Mellon US Small Cap Core Equity ETF 4.2 4 21 5.2 -1.5
ISMD Inspire Small/Mid Cap ETF 4.1 54 -29 4.9 -1.8
QDF FlexShares Quality Dividend Index Fund 4.1 37 -12 5.2 -1.5
IMCV iShares Morningstar Mid-Cap Value ETF 4.1 6 19 7.0 +0.3
TBG TBG Dividend Focus ETF 4.1 59 -34 6.2 -0.5
ISCG iShares Morningstar Small-Cap Growth ETF 4.1 6 19 2.7 -4.0
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 4.1 15 10 3.7 -3.0
VIOG Vanguard S&P Small-Cap 600 Growth ETF 4.1 10 15 3.6 -3.1
QDEF FlexShares Quality Dividend Defensive Index Fund 4.0 37 -12 5.3 -1.4
IJT iShares S&P Small-Cap 600 Growth ETF 4.0 18 7 3.6 -3.1
MBCC Monarch Blue Chips Core ETF 4.0 125 -100 3.6 -3.1
MAGA Point Bridge America First ETF 4.0 72 -47 5.2 -1.5
FMDE Fidelity Enhanced Mid Cap ETF 4.0 23 2 5.3 -1.4
BGRO iShares Large Cap Growth Active ETF 4.0 55 -30 1.8 -4.9
SDG iShares MSCI Global Sustainable Development Goals ETF 4.0 49 -24 4.4 -2.3
BEEZ Honeytree U.S. Equity ETF 3.9 64 -39 3.7 -3.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 3.9 35 -10 11.3 +4.6
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 3.8 12 13 3.4 -3.3
SIZE iShares MSCI USA Size Factor ETF 3.8 15 10 5.4 -1.3
EZM WisdomTree U.S. MidCap Fund 3.8 38 -13 7.9 +1.3
VOE Vanguard Mid-Cap Value ETF 3.8 7 18 6.8 +0.1
RFDA RiverFront Dynamic US Dividend Advantage ETF 3.7 52 -27 5.1 -1.6
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.7 25 0 7.7 +1.1
SCHA Schwab U.S. Small-Cap ETF 3.7 4 21 4.2 -2.5
IGPT Invesco AI and Next Gen Software ETF 3.7 60 -35 2.1 -4.6
RSSL Global X Russell 2000 ETF 3.7 8 17 2.6 -4.1
EUSA iShares MSCI USA Equal Weighted ETF 3.6 9 16 5.4 -1.3
AFMC First Trust Active Factor Mid Cap ETF 3.6 65 -40 6.9 +0.2
FUNL CornerCap Fundametrics Large-Cap ETF 3.6 50 -25 6.2 -0.4
ABLD Abacus FCF Real Assets Leaders ETF 3.6 69 -44 6.5 -0.2
IWM iShares Russell 2000 ETF 3.6 19 6 2.5 -4.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.6 30 -5 7.6 +0.9
JHMM John Hancock Multifactor Mid Cap ETF 3.6 42 -17 5.4 -1.3
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.5 60 -35 5.1 -1.6
FLQS Franklin U.S. Small Cap Multifactor Index ETF 3.5 35 -10 6.1 -0.6
QUVU Hartford Quality Value ETF 3.5 46 -21 5.6 -1.1
VXF Vanguard Extended Market ETF 3.5 5 20 3.7 -3.0
OSCV Opus Small Cap Value ETF 3.5 79 -54 5.9 -0.8
JPSV JPMorgan Active Small Cap Value ETF 3.4 74 -49 7.5 +0.8
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 3.4 20 5 7.4 +0.7
DLN WisdomTree U.S. LargeCap Dividend Fund 3.4 28 -3 5.4 -1.3
PSC Principal U.S. Small-Cap ETF 3.4 38 -13 3.6 -3.1
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.4 29 -4 6.7 -0.0
SMLF iShares U.S. SmallCap Equity Factor ETF 3.4 15 10 4.8 -1.9
XMMO Invesco S&P MidCap Momentum ETF 3.4 34 -9 3.2 -3.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.3 12 13 4.3 -2.4
TMFG Motley Fool Global Opportunities ETF 3.3 85 -60 3.7 -3.0
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 3.3 60 -35 4.6 -2.0
FYX First Trust Small Cap Core AlphaDEX Fund 3.3 61 -36 5.3 -1.4
UDI USCF Dividend Income Fund 3.3 65 -40 6.8 +0.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 3.3 39 -14 2.2 -4.5
BDIV AAM Brentview Dividend Growth ETF 3.3 49 -24 3.6 -3.0
EQL Alps Equal Sector Weight ETF 3.3 25 0 5.0 -1.6
FEX First Trust Large Cap Core AlphaDEX Fund 3.3 59 -34 4.9 -1.8
VO Vanguard Mid-Cap ETF 3.2 4 21 20.9 +14.2
CLOU Global X Cloud Computing ETF 3.2 68 -43 2.4 -4.3
NIXT Research Affiliates Deletions ETF 3.2 9 16 6.4 -0.3
FPX First Trust US Equity Opportunities ETF 3.2 61 -36 0.7 -6.0
VTWO Vanguard Russell 2000 ETF 3.2 7 18 2.7 -4.0
SRET Global X SuperDividend REIT ETF 3.2 59 -34 12.4 +5.7
GVUS Marketbeta Russell 1000 Value Equity ETF 3.1 12 13 5.4 -1.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 3.1 60 -35 6.5 -0.2
KONG Formidable Fortress ETF 3.1 89 -64 5.1 -1.5
GTEK Goldman Sachs Future Tech Leaders Equity ETF 3.1 75 -50 1.6 -5.1
IWD iShares Russell 1000 Value ETF 3.1 19 6 5.3 -1.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.1 9 16 5.1 -1.6
VONV Vanguard Russell 1000 Value ETF 3.1 7 18 5.4 -1.3
CGDG Capital Group Dividend Growers ETF 3.0 47 -22 5.1 -1.5
ETHO Etho Climate Leadership U.S. ETF 3.0 47 -22 4.2 -2.5
IMCB iShares Morningstar Mid-Cap ETF 3.0 4 21 5.2 -1.5
FYT First Trust Small Cap Value AlphaDEX Fund 2.9 73 -48 9.9 +3.3
JHDV John Hancock U.S. High Dividend ETF 2.9 34 -9 5.8 -0.9
SSPY Syntax Stratified LargeCap ETF 2.9 30 -5 6.0 -0.7
VBK Vanguard Small-Cap Growth ETF 2.9 7 18 1.2 -5.5
WSML iShares MSCI World Small-Cap ETF 2.8 15 10 5.2 -1.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.8 64 -39 1.2 -5.5
SCHV Schwab U.S. Large-Cap Value ETF 2.8 4 21 5.6 -1.1
SIXG Defiance Connective Technologies ETF 2.8 30 -5 2.8 -3.9
DEUS Xtrackers Russell US Multifactor ETF 2.7 17 8 6.4 -0.3
CHGX AXS Change Finance ESG ETF 2.7 49 -24 4.1 -2.5
USXF iShares ESG Advanced MSCI USA ETF 2.7 10 15 3.7 -3.0
REVS Columbia Research Enhanced Value ETF 2.7 19 6 6.6 -0.1
JAVA JPMorgan Active Value ETF 2.7 44 -19 5.5 -1.2
HDUS Hartford Disciplined US Equity ETF 2.6 19 6 4.6 -2.1
VOT Vanguard Mid-Cap Growth ETF 2.6 7 18 3.0 -3.7
JPEF JPMorgan Equity Focus ETF 2.6 50 -25 3.7 -3.0
IUSV iShares Core S&P US Value ETF 2.6 4 21 5.7 -0.9
TEXN iShares Texas Equity ETF 2.6 20 5 4.9 -1.8
ASLV Allspring Special Large Value ETF 2.5 35 -10 5.1 -1.6
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 2.5 55 -30 8.9 +2.2
JEPI JPMorgan Equity Premium Income ETF 2.4 35 -10 5.1 -1.6
DIVL Madison Dividend Value ETF 2.4 65 -40 4.8 -1.8
BEEX BeeHive ETF 2.4 84 -59 3.6 -3.1
FLQL Franklin LibertyQ U.S. Equity ETF 2.4 15 10 4.5 -2.2
BUYZ Franklin Disruptive Commerce ETF 2.4 50 -25 2.3 -4.4
SAMT Strategas Macro Thematic Opportunities ETF 2.4 65 -40 2.2 -4.5
YLDE ClearBridge Dividend Strategy ESG ETF 2.4 60 -35 5.2 -1.5
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.4 4 21 5.6 -1.1
IVE iShares S&P 500 Value ETF 2.4 18 7 5.5 -1.2
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.4 35 -10 6.3 -0.4
VOOV Vanguard S&P 500 Value ETF 2.4 7 18 5.6 -1.1
CAML Congress Large Cap Growth ETF 2.4 66 -41 2.3 -4.4
YALL God Bless America ETF 2.3 65 -40 4.2 -2.5
VEGN US Vegan Climate ETF 2.3 60 -35 3.2 -3.5
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 2.3 47 -22 4.9 -1.8
FMKT The Free Markets ETF 2.3 76 -51 4.0 -2.7
DIVB iShares Core Dividend ETF 2.3 5 20 6.8 +0.1
NXTG First Trust Indxx NextG ETF 2.3 70 -45 3.3 -3.4
FELV Fidelity Enhanced Large Cap Value ETF 2.3 18 7 5.5 -1.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.3 10 15 4.1 -2.6
STXD Strive 1000 Dividend Growth ETF 2.3 35 -10 4.4 -2.3
FCPI Fidelity Stocks for Inflation ETF 2.3 15 10 5.7 -1.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.3 20 5 3.9 -2.7
NULC Nuveen ESG Large-Cap ETF 2.3 21 4 3.9 -2.8
ROSC Hartford Multifactor Small Cap ETF 2.2 34 -9 7.2 +0.5
VLU State Street SPDR S&P 1500 Value Tilt ETF 2.2 12 13 6.1 -0.6
BEDZ AdvisorShares Hotel ETF 2.2 100 -75 5.2 -1.5
SPXT ProShares S&P 500 Ex-Technology ETF 2.2 9 16 4.9 -1.8
KNCT Invesco Next Gen Connectivity ETF 2.2 40 -15 2.7 -4.0
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.2 15 10 4.1 -2.6
ICAP InfraCap Equity Income Fund ETF 2.2 171 -146 4.4 -2.3
SNPG Xtrackers S&P 500 Growth ESG ETF 2.2 15 10 3.8 -2.9
BGIG Bahl & Gaynor Income Growth ETF 2.2 45 -20 4.5 -2.2
SMDV ProShares Russell 2000 Dividend Growers ETF 2.2 40 -15 6.9 +0.2
STXV Strive 1000 Value ETF 2.2 18 7 6.8 +0.1
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.1 19 6 4.6 -2.1
USMV iShares MSCI USA Min Vol Factor ETF 2.1 15 10 5.2 -1.4
FDWM Fidelity Women's Leadership ETF 2.1 59 -34 3.8 -2.9
ISHP First Trust Nasdaq Retail ETF 2.1 60 -35 5.4 -1.3
XMAG Defiance Large Cap ex-Mag 7 ETF 2.1 35 -10 4.2 -2.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.0 9 16 4.0 -2.6
GLBL Pacer MSCI World Industry Advantage ETF 2.0 65 -40 3.2 -3.5
NULV Nuveen ESG Large-Cap Value ETF 2.0 26 -1 5.1 -1.6
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 2.0 12 13 3.5 -3.2
ESGV Vanguard ESG U.S. Stock ETF 2.0 9 16 4.0 -2.7
RFFC ALPS Active Equity Opportunity ETF 2.0 48 -23 3.6 -3.1
FTC First Trust Large Cap Growth AlphaDEX Fund 2.0 59 -34 1.7 -5.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.0 32 -7 3.8 -2.9
RBLD First Trust Alerian US NextGen Infrastructure ETF 2.0 65 -40 3.8 -2.9
WTV WisdomTree US Value ETF 2.0 12 13 7.6 +1.0
AUSF Global X Adaptive U.S. Factor ETF 1.9 27 -2 8.1 +1.5
GSPY Gotham Enhanced 500 ETF 1.9 50 -25 4.2 -2.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.9 30 -5 3.7 -3.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.9 18 7 5.0 -1.6
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.9 5 20 7.2 +0.5
KLMN Invesco MSCI North America Climate ETF 1.9 9 16 4.2 -2.5
XDAT Franklin Exponential Data ETF 1.9 50 -25 1.1 -5.6
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.9 75 -50 1.8 -4.9
DSI iShares MSCI KLD 400 Social ETF 1.9 25 0 4.0 -2.7
EES WisdomTree U.S. SmallCap Fund 1.9 38 -13 7.8 +1.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.9 50 -25 7.9 +1.2
FEGE First Eagle Global Equity ETF 1.8 79 -54 5.9 -0.8
PRF Invesco FTSE RAFI US 1000 ETF 1.8 34 -9 5.5 -1.2
IWX iShares Russell Top 200 Value ETF 1.8 20 5 5.0 -1.7
IMCG iShares Morningstar Mid-Cap Growth ETF 1.8 6 19 3.3 -3.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.8 7 18 4.2 -2.5
SPVM Invesco S&P 500 Value with Momentum ETF 1.8 39 -14 6.4 -0.3
TMDV ProShares Russell US Dividend Growers ETF 1.8 35 -10 6.4 -0.3
DIV Global X SuperDividend US ETF 1.8 45 -20 9.7 +3.1
VTV Vanguard Value ETF 1.8 4 21 5.8 -0.9
ADME Aptus Drawdown Managed Equity ETF 1.8 79 -54 3.2 -3.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.8 25 0 4.8 -1.9
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.8 20 5 5.9 -0.8
DHS WisdomTree U.S. High Dividend Fund 1.8 38 -13 8.1 +1.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.7 8 17 4.2 -2.4
SUSA iShares MSCI USA ESG Select ETF 1.7 25 0 3.9 -2.8
FDMO Fidelity Momentum Factor ETF 1.7 15 10 2.4 -4.3
FYC First Trust Small Cap Growth AlphaDEX Fund 1.7 71 -46 -0.6 -7.3
JHML John Hancock Multifactor Large Cap ETF 1.7 29 -4 4.4 -2.3
JVAL JPMorgan U.S. Value Factor ETF 1.7 12 13 6.6 -0.1
VUSG Vanguard Wellington U.S. Growth Active ETF 1.7 35 -10 2.3 -4.4
LOWV AB US Low Volatility Equity ETF 1.7 48 -23 4.3 -2.4
PRXV Praxis Impact Large Cap Value ETF 1.7 36 -11 5.6 -1.1
FDLO Fidelity Low Volatility Factor ETF 1.7 15 10 4.7 -1.9
MNZL Manzil Russell Halal USA Broad MarketETF 1.7 40 -15 3.6 -3.1
SNPE Xtrackers S&P 500 ESG ETF 1.7 10 15 4.2 -2.5
DSPY Tema S&P 500 Historical Weight ETF 1.7 18 7 4.3 -2.4
TOPC iShares S&P 500 3% Capped ETF 1.7 15 10 4.2 -2.4
JMOM JPMorgan U.S. Momentum Factor ETF 1.6 12 13 3.2 -3.5
QLV FlexShares US Quality Low Volatility Index Fund 1.6 22 3 5.0 -1.7
VTI Vanguard Total Stock Market ETF 1.6 3 22 4.0 -2.7
IWV iShares Russell 3000 ETF 1.6 20 5 3.9 -2.8
VTHR Vanguard Russell 3000 ETF 1.6 7 18 4.0 -2.7
JOET Virtus Terranova US Quality Momentum ETF 1.6 29 -4 3.8 -2.9
EVUS iShares ESG Aware MSCI USA Value ETF 1.6 18 7 5.5 -1.2
SIXS ETC 6 Meridian Small Cap Equity ETF 1.6 89 -64 8.1 +1.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.6 3 22 4.0 -2.7
SCHB Schwab U.S. Broad Market ETF 1.6 3 22 4.1 -2.6
DEMZ Democratic Large Cap Core ETF 1.6 45 -20 3.8 -2.9
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.6 3 22 4.2 -2.5
SPXV ProShares S&P 500 Ex-Health Care ETF 1.6 9 16 3.8 -2.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.6 11 14 4.0 -2.7
TMFS Motley Fool Small-Cap Growth ETF 1.6 85 -60 1.3 -5.4
HAPI Harbor Human Capital Factor US Large Cap ETF 1.6 36 -11 4.0 -2.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.6 20 5 4.1 -2.6
LRGC AB US Large Cap Strategic Equities ETF 1.6 48 -23 3.7 -3.0
IWB iShares Russell 1000 ETF 1.5 15 10 4.0 -2.7
VONE Vanguard Russell 1000 ETF 1.5 7 18 4.1 -2.6
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.5 35 -10 3.0 -3.6
XVV iShares ESG Screened S&P 500 ETF 1.5 8 17 4.0 -2.7
RAFE PIMCO RAFI ESG U.S. ETF 1.5 29 -4 6.1 -0.6
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.5 70 -45 4.0 -2.7
ROUS Hartford Multifactor US Equity ETF 1.5 19 6 5.3 -1.4
MCDS JPMorgan Fundamental Data Science Mid Core ETF 1.5 35 -10 4.8 -1.8
SPXE ProShares S&P 500 Ex-Energy ETF 1.5 9 16 3.9 -2.8
SCHK Schwab 1000 Index ETF 1.5 5 20 4.1 -2.6
ILCV iShares Morningstar Value ETF 1.5 4 21 5.3 -1.4
IYY iShares Dow Jones U.S. ETF 1.5 20 5 3.9 -2.7
FESM Fidelity Enhanced Small Cap ETF 1.5 28 -3 2.2 -4.5
WOMN Impact Shares YWCA Women's Empowerment ETF 1.5 75 -50 4.7 -2.0
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.5 20 5 4.1 -2.6
JQUA JPMorgan U.S. Quality Factor ETF 1.5 12 13 4.8 -1.9
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.4 60 -35 9.1 +2.4
SCHX Schwab U.S. Large-Cap ETF 1.4 3 22 4.1 -2.6
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.4 40 -15 2.8 -3.9
FFND Future Fund Active ETF 1.4 100 -75 4.2 -2.5
SPGP Invesco S&P 500 GARP ETF 1.4 34 -9 5.6 -1.0
FQAL Fidelity Quality Factor ETF 1.4 15 10 4.7 -2.0
CGUS Capital Group Core Equity ETF 1.4 33 -8 3.5 -3.2
CATH Global X S&P 500 Catholic Values Custom ETF 1.4 29 -4 3.9 -2.8
FNDB Schwab Fundamental US Broad Market Index ETF 1.4 25 0 6.1 -0.6
SCDS JPMorgan Fundamental Data Science Small Core ETF 1.4 40 -15 3.6 -3.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.4 10 15 4.1 -2.6
PBUS Invesco MSCI USA ETF 1.4 4 21 4.1 -2.6
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.4 20 5 3.8 -2.8
SVAL iShares US Small Cap Value Factor ETF 1.4 20 5 7.3 +0.6
CVAR Cultivar ETF 1.4 87 -62 7.1 +0.4
HGRO Hedgeye Quality Growth ETF 1.4 70 -45 3.2 -3.5
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.4 39 -14 7.4 +0.7
USMF WisdomTree U.S. Multifactor Fund 1.4 28 -3 6.4 -0.3
CHRI Global X S&P 500 Christian Values ETF 1.4 29 -4 3.8 -2.9
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.4 80 -55 5.5 -1.2
IVV iShares Core S&P 500 ETF 1.4 3 22 4.1 -2.6
QUAL iShares MSCI USA Quality Factor ETF 1.4 15 10 4.4 -2.3
SPYM State Street SPDR Portfolio S&P 500 ETF 1.4 2 23 4.3 -2.4
SPY SPDR S&P 500 ETF 1.4 9 16 4.0 -2.7
VOO Vanguard S&P 500 ETF 1.4 3 22 4.1 -2.6
FDRR Fidelity Dividend ETF for Rising Rates 1.4 15 10 5.6 -1.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.4 2 23 4.0 -2.7
DGT State Street SPDR Global Dow ETF 1.4 50 -25 5.5 -1.2
FVAL Fidelity Value Factor ETF 1.4 15 10 5.7 -1.0
GLRY Inspire Faithward Mid Cap Momentum ETF 1.3 80 -55 3.7 -3.0
STOX Horizon Core Equity ETF 1.3 70 -45 3.5 -3.2
SUSL iShares ESG MSCI USA Leaders ETF 1.3 10 15 4.1 -2.6
STXG Strive 1000 Growth ETF 1.3 18 7 3.1 -3.6
BKLC BNY Mellon US Large Cap Core Equity ETF 1.3 0 25 4.0 -2.7
SFTY Horizon Managed Risk ETF 1.3 77 -52 3.4 -3.3
GOP Unusual Whales Subversive Republican Trading ETF 1.3 50 -25 4.1 -2.6
VOTE TCW Transform 500 ETF 1.3 5 20 4.0 -2.7
ACVF American Conservative Values ETF 1.3 75 -50 3.6 -3.1
QVML Invesco S&P 500 QVM Multi-factor ETF 1.3 11 14 4.2 -2.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.3 14 11 4.0 -2.6
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 15 4.8 -1.9
AFLG First Trust Active Factor Large Cap ETF 1.3 55 -30 4.9 -1.8
YOKE Yoke Core ETF 1.3 42 -17 3.6 -3.1
RAUS RACWI US ETF 1.3 15 10 4.0 -2.7
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.3 7 18 4.0 -2.7
PFM Invesco Dividend Achievers ETF 1.3 53 -28 4.6 -2.1
ILCB iShares Morningstar U.S. Equity ETF 1.2 3 22 4.0 -2.7
TMFX Motley Fool Next Index ETF 1.2 50 -25 2.9 -3.8
GXLC Global X U.S. 500 ETF 1.2 2 23 4.0 -2.7
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.2 38 -13 5.1 -1.6
STRV Strive 500 ETF 1.2 5 20 4.0 -2.7
ESGU iShares ESG Aware MSCI USA ETF 1.2 15 10 4.0 -2.7
VLUE iShares MSCI USA Value Factor ETF 1.2 15 10 6.0 -0.7
RVRB Reverb ETF 1.2 30 -5 3.9 -2.8
VV Vanguard Large-Cap ETF 1.2 4 21 4.0 -2.7
MTUM iShares MSCI USA Momentum Factor ETF 1.2 15 10 2.2 -4.4
SPMO Invesco S&P 500 Momentum ETF 1.2 13 12 2.8 -3.8
TOV JLens 500 Jewish Advocacy U.S. ETF 1.2 18 7 3.8 -2.9
AFSM First Trust Active Factor Small Cap ETF 1.2 75 -50 5.7 -1.0
NULG Nuveen ESG Large-Cap Growth ETF 1.2 26 -1 2.7 -3.9
RECS Columbia Research Enhanced Core ETF 1.2 15 10 5.2 -1.5
MGK Vanguard Mega Cap Growth ETF 1.1 7 18 16.0 +9.4
IWO iShares Russell 2000 Growth ETF 1.1 24 1 0.5 -6.2
APUE ActivePassive U.S. Equity ETF 1.1 45 -20 3.8 -2.9
ENHU iShares Enhanced Large Cap Core Active ETF 1.1 22 3 4.0 -2.7
QUS State Street SPDR MSCI USA StrategicFactors ETF 1.1 15 10 5.0 -1.7
SFYF SoFi Social 50 ETF 1.1 29 -4 0.7 -6.0
FLRG Fidelity U.S. Multifactor ETF 1.1 15 10 5.7 -1.0
KOKU Xtrackers MSCI Kokusai Equity ETF 1.1 9 16 4.3 -2.4
CGDV Capital Group Dividend Value ETF 1.1 33 -8 3.8 -2.9
SFY SoFi Select 500 ETF 1.1 0 25 3.6 -3.1
FNDX Schwab Fundamental US Large Co. Index ETF 1.1 25 0 6.1 -0.6
ASCE Allspring SMID Core ETF 1.1 38 -13 2.9 -3.8
PY Principal Value ETF 1.1 15 10 7.0 +0.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.1 29 -4 5.5 -1.2
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.0 30 -5 3.9 -2.7
KRMA Global X Conscious Companies ETF 1.0 43 -18 5.0 -1.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.0 45 -20 3.4 -3.3
DBSC Deepwater Beachfront Small Cap ETF 1.0 85 -60 1.1 -5.6
VT Vanguard Total World Stock ETF 1.0 6 19 4.9 -1.8
NACP Impact Shares NAACP Minority Empowerment ETF 1.0 49 -24 3.5 -3.2
GDIV Harbor Dividend Growth Leaders ETF 1.0 50 -25 3.9 -2.7
EQWL Invesco S&P 100 Equal Weight ETF 1.0 25 0 5.3 -1.4
TOK iShares MSCI Kokusai ETF 1.0 26 -1 4.2 -2.5
LRGF iShares U.S. Equity Factor ETF 1.0 8 17 4.5 -2.2
DTEC ALPS Disruptive Technologies ETF 1.0 50 -25 3.4 -3.3
RWK Invesco S&P MidCap 400 Revenue ETF 1.0 39 -14 7.8 +1.1
ILCG iShares Morningstar Growth ETF 1.0 4 21 2.9 -3.8
XSMO Invesco S&P SmallCap Momentum ETF 1.0 39 -14 3.5 -3.2
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.0 79 -54 3.9 -2.8
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -50 6.1 -0.6
URTH iShares MSCI World ETF 1.0 24 1 4.2 -2.5
AIPO Defiance AI & Power Infrastructure ETF 0.9 69 -44 0.7 -6.0
VTWG Vanguard Russell 2000 Growth ETF 0.9 10 15 0.6 -6.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.9 30 -5 3.6 -3.1
HAPS Harbor Human Capital Factor US Small Cap ETF 0.9 60 -35 3.4 -3.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.9 9 16 4.2 -2.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 5 4.6 -2.1
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.9 25 0 10.9 +4.2
ROE Astoria US Quality Kings ETF 0.9 49 -24 5.1 -1.6
PRAY FIS Christian Stock Fund 0.9 69 -44 3.9 -2.8
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 0.9 49 -24 7.9 +1.2
IPO Renaissance IPO ETF 0.8 60 -35 1.5 -5.2
ACWI iShares MSCI ACWI ETF 0.8 32 -7 4.5 -2.2
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -50 4.4 -2.3
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.8 25 0 4.0 -2.7
FDFF Fidelity Disruptive Finance ETF 0.8 50 -25 5.4 -1.3
WDIV SPDR S&P Global Dividend ETF 0.8 40 -15 8.9 +2.2
OEI Optimized Equity Income ETF 0.8 75 -50 3.5 -3.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.8 9 16 4.7 -2.0
XMVM Invesco S&P MidCap Value with Momentum ETF 0.8 39 -14 7.5 +0.9
BLCV iShares Large Cap Value Active ETF 0.8 53 -28 6.3 -0.4
MGV Vanguard Mega Cap Value ETF 0.8 7 18 5.4 -1.3
FSST Fidelity Sustainable U.S. Equity ETF 0.8 59 -34 3.4 -3.3
VUG Vanguard Growth ETF 0.8 4 21 19.2 +12.6
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.8 60 -35 4.2 -2.5
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.8 43 -18 4.8 -1.9
MGC Vanguard Mega Cap ETF 0.8 7 18 3.7 -2.9
IWL iShares Russell Top 200 ETF 0.8 15 10 3.7 -3.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.8 75 -50 3.0 -3.7
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.8 30 -5 13.7 +7.0
PRXG Praxis Impact Large Cap Growth ETF 0.8 36 -11 2.9 -3.8
ZECP Zacks Earnings Consistent Portfolio ETF 0.7 55 -30 4.0 -2.6
QLC FlexShares US Quality Large Cap Index Fund 0.7 25 0 4.4 -2.3
RAYD Rayliant Quantitative Developed Market Equity ETF 0.7 80 -55 3.6 -3.1
DVND Touchstone Dividend Select ETF 0.7 67 -42 5.2 -1.5
IUSG iShares Core S&P U.S. Growth ETF 0.7 4 21 2.9 -3.7
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.7 35 -10 6.2 -0.4
XSHQ Invesco S&P SmallCap Quality ETF 0.7 29 -4 6.8 +0.1
JSML Janus Henderson Small Cap Growth Alpha ETF 0.7 30 -5 2.6 -4.1
MBOX Freedom Day Dividend ETF 0.7 39 -14 6.8 +0.1
OPTZ Optimize Strategy Index ETF 0.7 50 -25 3.3 -3.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.7 29 -4 3.9 -2.8
SDIV Global X Superdividend ETF 0.7 58 -33 13.5 +6.8
EGUS iShares ESG Aware MSCI USA Growth ETF 0.7 18 7 2.9 -3.8
CSMD Congress SMid Growth ETF 0.7 69 -44 3.4 -3.3
FBCG Fidelity Blue Chip Growth ETF 0.7 59 -34 2.0 -4.7
HLAL Wahed FTSE USA Shariah ETF 0.6 50 -25 3.4 -3.3
SGLC SGI U.S. Large Cap Core ETF 0.6 85 -60 3.5 -3.2
AIEQ AI Powered Equity ETF 0.6 75 -50 3.5 -3.2
EPS WisdomTree U.S. LargeCap Fund 0.6 8 17 4.6 -2.1
IWP iShares Russell Mid-Cap Growth ETF 0.6 23 2 2.8 -3.9
MFVL Motley Fool Value Factor ETF 0.6 50 -25 5.7 -1.0
CGGR Capital Group Growth ETF 0.6 39 -14 2.4 -4.3
FFLC Fidelity Fundamental Large Cap Core ETF 0.6 38 -13 3.8 -2.9
GINN Goldman Sachs Innovate Equity ETF 0.5 52 -27 3.6 -3.1
JGLO JPMorgan Global Select Equity ETF 0.5 33 -8 4.2 -2.5
VOOG Vanguard S&P 500 Growth ETF 0.5 7 18 17.6 +10.9
IVW iShares S&P 500 Growth ETF 0.5 18 7 2.8 -3.9
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.5 4 21 2.9 -3.8
RPV Invesco S&P 500 Pure Value ETF 0.5 35 -10 8.8 +2.1
VSLU Applied Finance Valuation Large Cap ETF 0.5 49 -24 4.7 -2.0
RWL Invesco S&P 500 Revenue ETF 0.5 39 -14 5.7 -1.0
QWLD SPDR MSCI World StrategicFactors ETF 0.5 30 -5 5.1 -1.6
BGDV Bahl & Gaynor Dividend ETF 0.5 45 -20 3.9 -2.8
RCGE RockCreek Global Equality ETF 0.5 95 -70 6.0 -0.6
SNPV Xtrackers S&P 500 Value ESG ETF 0.5 15 10 5.5 -1.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.4 60 -35 5.8 -0.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.4 19 6 5.0 -1.7
WSGE Warren Street Global Equity ETF 0.4 80 -55 2.8 -3.9
MGMT Ballast Small/Mid Cap ETF 0.4 110 -85 7.5 +0.8
GQI Natixis Gateway Quality Income ETF 0.4 34 -9 4.4 -2.2
ACWV iShares MSCI Global Min Vol Factor ETF 0.4 20 5 5.7 -1.0
SCHG Schwab U.S. Large-Cap Growth ETF 0.4 4 21 3.2 -3.5
TMFC Motley Fool 100 Index ETF 0.4 50 -25 2.8 -3.9
WLDR Affinity World Leaders Equity ETF 0.4 67 -42 5.5 -1.1
RFV Invesco S&P Midcap 400 Pure Value ETF 0.4 35 -10 11.2 +4.6
ESGG FlexShares STOXX Global ESG Select Index Fund 0.4 42 -17 4.0 -2.7
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 -35 -0.9 -7.6
IWC iShares Micro-Cap ETF 0.4 60 -35 -1.3 -8.0
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 4 2.7 -4.0
VALQ American Century U.S. Quality Value ETF 0.3 29 -4 7.0 +0.3
FELC Fidelity Enhanced Large Cap Core ETF 0.3 18 7 4.2 -2.5
IEDI iShares U.S. Consumer Focused ETF 0.3 18 7 5.2 -1.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.3 25 0 5.5 -1.2
IETC iShares U.S. Tech Independence Focused ETF 0.3 18 7 2.7 -3.9
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.3 35 -10 7.2 +0.5
MFMO Motley Fool Momentum Factor ETF 0.2 50 -25 1.8 -4.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.2 65 -40 4.5 -2.2
DAK Dakota Active Equity ETF 0.2 43 -18 3.6 -3.1
IUS Invesco RAFI Strategic US ETF 0.2 19 6 5.5 -1.2
DIVE Dana Concentrated Dividend ETF 0.2 65 -40 6.8 +0.1
GEW Cambria Global EW ETF 0.2 29 -4 5.3 -1.4
USEW Cambria US EW ETF 0.2 30 -5 4.0 -2.6
QGRO American Century U.S. Quality Growth ETF 0.2 29 -4 3.8 -2.9
CALF Pacer US Small Cap Cash Cows 100 ETF 0.2 59 -34 8.9 +2.3
SMCF Themes US Small Cap Cash Flow Champions ETF 0.2 29 -4 9.8 +3.2
FFF Founders 100 ETF 0.1 75 -50 2.2 -4.4
PKW Invesco Buyback Achievers ETF 0.1 62 -37 7.4 +0.7
OEF iShares S&P 100 ETF 0.1 20 5 3.7 -3.0
AQLT iShares MSCI Global Quality Factor ETF 0.1 18 7 0.0 -6.7
GLOF iShares Global Equity Factor ETF 0.1 20 5 5.4 -1.3
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.1 36 -11 8.3 +1.6
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.1 12 13 3.3 -3.4
IWF iShares Russell 1000 Growth ETF 0.1 19 6 13.6 +6.9
VONG Vanguard Russell 1000 Growth ETF 0.1 7 18 3.4 -3.3
INRO iShares U.S. Industry Rotation Active ETF 0.0 42 -17 3.4 -3.3
SFGV Sequoia Global Value ETF 0.0 23 2 7.0 +0.4
IWY iShares Russell Top 200 Growth ETF 0.0 20 5 3.4 -3.3
EBI Longview Advantage ETF 0.0 35 -10 5.8 -0.9

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 6.7 %
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.