SPDR Dow Jones REIT ETF
ALTAR
Score™		 7.6% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 13.2x P/Sales
ratio		 6.6x
P/BV
ratio		 1.9x Div.
yield		 4.2%


  • 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) $2,018
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 99
Wgt avg mkt cap (mns) $38,359
Large cap (>$10bn) 76.2%
Mid cap ($2-10bn) 20.3%
Small cap (<$2bn) 3.5%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
PROLOGIS INC 9.5 %
WELLTOWER, INC. 9.2 %
SIMON PROPERTY GROUP INC 4.6 %
REALTY INCOME CORP 4.5 %
DIGITAL REALTY TRUST INC 4.4 %
PUBLIC STORAGE 4.4 %
EQUINIX INC 4.0 %
EXTRA SPACE STORAGE INC 3.3 %
AVALONBAY COMMUNITIES INC 3.1 %
VENTAS INC 3.0 %
Total 50.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 97.2 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-1.8% 6.6% 8.0% 5.1% 8.2%

Market Correlations
versus... Beta R-squared
S&P500 1.08 73%
MSCI EAFE 1.00 66%
MSCI Emg. Mkts. 0.76 40%

Technical Indicators
Recent close $97.33
30d moving avg. $97.41
Annualized volatility 20.2%
Short interest (ETF) 1.5%
Short interest (Underlying) 3.1%
Relative strength (RSI) 47

Liquidity measures
Avg. volume (thou.) 250
Turnover 1.2%
Bid/Ask (% of price) 0.04%
ADV underlying (mns) $4,552

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 542 potential alternatives to the SPDR Dow Jones REIT ETF ETF based on the alternatives' overlap in portfolio holdings with RWR. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: RWR Expense: 25 bp ALTAR Score™: 7.6%


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
(%)
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 86.4 11 14 8.0 +0.3
USRT iShares Core U.S. REIT ETF 85.7 8 17 7.8 +0.2
FRI First Trust S&P REIT Index Fund 84.9 50 -25 7.5 -0.1
DFAR Dimensional US Real Estate ETF 75.1 19 6 8.0 +0.4
SCHH Schwab U.S. REIT ETF 74.5 7 18 8.1 +0.4
FREL Fidelity MSCI Real Estate Index ETF 69.0 8 17 7.6 0.0
VNQ Vanguard Real Estate ETF 68.2 13 12 7.5 -0.1
RWO SPDR Dow Jones Global Real Estate ETF 67.0 50 -25 7.1 -0.6
IYR iShares U.S. Real Estate ETF 66.3 40 -15 7.4 -0.2
ICF iShares Cohen & Steers REIT ETF 66.3 33 -8 7.8 +0.1
XLRE Real Estate Select Sector SPDR Fund 64.7 8 17 7.5 -0.1
REET iShares Global REIT ETF 63.5 14 11 7.6 -0.0
PPTY US Diversified Real Estate ETF 59.4 53 -28 7.9 +0.2
DFGR Dimensional Global Real Estate ETF 56.5 22 3 7.5 -0.2
AVRE Avantis Real Estate ETF 56.4 17 8 7.1 -0.5
ERET iShares Environmentally Aware Real Estate ETF 56.3 30 -5 7.4 -0.2
VGSR Vert Global Sustainable Real Estate ETF 55.9 47 -22 7.3 -0.3
FPRO Fidelity Real Estate Investment ETF 51.8 59 -34 6.5 -1.1
PSR Invesco Active U.S. Real Estate Fund 51.8 35 -10 7.9 +0.3
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 50.6 40 -15 7.7 +0.1
JPRE JPMorgan Realty Income ETF 46.4 50 -25 7.6 -0.0
REZ iShares Residential and Multisector Real Estate ETF 45.5 48 -23 6.5 -1.2
RITA ETFB Green SRI REITs ETF 44.8 50 -25 6.5 -1.2
GQRE FlexShares Global Quality Real Estate Index Fund 44.6 45 -20 7.8 +0.2
JRE Janus Henderson U.S. Real Estate ETF 42.2 65 -40 7.7 +0.0
IRET iREIT - MarketVector Quality REIT Index ETF 36.4 60 -35 7.6 -0.0
IVRA Invesco Real Assets ESG ETF 36.3 59 -34 6.2 -1.5
SPRE SP Funds S&P Global REIT Sharia ETF 36.2 55 -30 6.0 -1.6
HAUS Residential REIT ETF 32.2 60 -35 5.3 -2.3
REAI Intelligent Real Estate ETF 31.7 59 -34 14.7 +7.1
NURE Nuveen Short-Term REIT ETF 31.4 35 -10 7.9 +0.2
BYRE Principal Real Estate Active Opportunities ETF 26.9 65 -40 6.4 -1.3
IQRA IQ CBRE Real Assets ETF 26.5 65 -40 5.8 -1.9
INDS Pacer Industrial Real Estate ETF 24.1 55 -30 6.7 -1.0
BLDG Cambria Global Real Estate ETF 22.6 60 -35 12.0 +4.4
DESK VanEck Office and Commercial REIT ETF 22.5 50 -25 12.9 +5.3
HOMZ Hoya Capital Housing ETF 21.5 30 -5 8.8 +1.1
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 19.9 60 -35 5.9 -1.7
SPYD SPDR Portfolio S&P 500 High Dividend ETF 19.4 7 18 10.0 +2.4
BLLD JPMorgan Sustainable Infrastructure ETF 17.7 49 -24 6.1 -1.6
VRAI Virtus Real Asset Income ETF 16.3 55 -30 10.5 +2.9
RDOG ALPS REIT Dividend Dogs ETF 13.9 35 -10 9.4 +1.8
ABLD Abacus FCF Real Assets Leaders ETF 13.9 69 -44 7.0 -0.6
BIBL Inspire 100 ETF 13.7 35 -10 5.2 -2.5
XMLV Invesco S&P MidCap Low Volatility ETF 12.6 25 0 7.6 -0.1
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 11.7 30 -5 8.9 +1.3
RIET Hoya Capital High Dividend Yield ETF 11.7 50 -25 44.6 +37.0
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 11.6 27 -2 7.0 -0.6
NETL NETLease Corporate Real Estate ETF 11.1 60 -35 8.2 +0.5
CZA Invesco Zacks Mid-Cap ETF 11.0 72 -47 6.5 -1.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 10.2 25 0 5.3 -2.3
SPLV Invesco S&P 500 Low Volatility ETF 10.2 25 0 5.3 -2.4
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 9.2 12 13 5.7 -1.9
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 8.9 80 -55 8.1 +0.5
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 8.7 60 -35 9.1 +1.4
DEW WisdomTree Global High Dividend Fund 8.6 58 -33 8.7 +1.0
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 8.6 60 -35 7.0 -0.7
DTCR Global X Data Center & Digital Infrastructure ETF 8.4 50 -25 4.4 -3.3
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 8.4 41 -16 5.5 -2.2
SRVR Pacer Data & Infrastructure Real Estate ETF 8.4 55 -30 3.7 -3.9
PSCF Invesco S&P SmallCap Financials ETF 8.2 29 -4 9.5 +1.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 8.1 24 1 8.2 +0.6
DON WisdomTree U.S. MidCap Dividend Fund 8.0 38 -13 8.9 +1.2
SRET Global X SuperDividend REIT ETF 7.8 59 -34 12.1 +4.4
IQSM IQ Candriam U.S. Mid Cap Equity ETF 7.6 15 10 6.1 -1.5
ONEY SPDR Russell 1000 Yield Focus ETF 7.5 20 5 9.6 +2.0
ULVM VictoryShares US Value Momentum ETF 7.4 20 5 7.4 -0.3
IWN iShares Russell 2000 Value ETF 7.3 24 1 7.8 +0.2
VTWV Vanguard Russell 2000 Value ETF 7.3 10 15 7.9 +0.2
IJJ iShares S&P Mid-Cap 400 Value ETF 7.3 18 7 8.9 +1.2
ICAP InfraCap Equity Income Fund ETF 7.2 171 -146 6.8 -0.9
MDYV SPDR S&P 400 Mid Cap Value ETF 7.1 15 10 8.9 +1.3
MIDE Xtrackers S&P MidCap 400 ESG ETF 7.1 15 10 8.1 +0.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 7.0 29 -4 8.7 +1.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 7.0 18 7 7.8 +0.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 6.9 10 15 8.9 +1.3
FCLD Fidelity Cloud Computing ETF 6.9 39 -14 3.1 -4.5
NUMV Nuveen ESG Mid-Cap Value ETF 6.9 31 -6 7.1 -0.6
ESIX SPDR S&P SmallCap 600 ESG ETF 6.8 12 13 8.2 +0.6
XSLV Invesco S&P SmallCap Low Volatility ETF 6.7 25 0 7.5 -0.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 6.6 10 15 4.4 -3.2
TXS Texas Capital Texas Equity Index ETF 6.6 49 -24 5.7 -2.0
IWS iShares Russell Mid-Cap Value ETF 6.6 23 2 6.8 -0.8
FLDZ RiverNorth Patriot ETF 6.6 75 -50 6.1 -1.5
SPDV AAM S&P 500 High Dividend Value ETF 6.5 29 -4 10.8 +3.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 6.5 10 15 4.4 -3.2
XJR iShares ESG Screened S&P Small-Cap ETF 6.5 12 13 7.5 -0.1
ERTH Invesco MSCI Sustainable Future ETF 6.5 62 -37 3.6 -4.0
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 6.5 60 -35 4.8 -2.9
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 6.3 15 10 7.5 -0.2
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 6.3 39 -14 6.1 -1.6
MILN Global X Millennial Consumer ETF 6.3 50 -25 3.6 -4.0
CVY Invesco Zacks Multi-Asset Income ETF 6.3 106 -81 11.9 +4.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 6.3 4 21 6.2 -1.4
DIVG Invesco S&P 500 High Dividend Growers ETF 6.3 39 -14 8.5 +0.8
AGNG Global X Aging Population ETF 6.2 50 -25 4.9 -2.8
IJR iShares Core S&P Small Cap ETF 6.2 6 19 7.9 +0.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 6.2 15 10 8.0 +0.3
PY Principal Value ETF 6.2 15 10 7.3 -0.3
EQAL Invesco Russell 1000 Equal Weight ETF 6.1 20 5 7.0 -0.7
IJT iShares S&P Small-Cap 600 Growth ETF 6.1 18 7 5.6 -2.0
PTL Inspire 500 ETF 6.0 9 16 5.4 -2.2
FNDA Schwab Fundamental US Small Co. Index ETF 5.9 25 0 8.0 +0.3
VBR Vanguard Small Cap Value ETF 5.9 7 18 9.2 +1.6
SLYG SPDR S&P 600 Small Cap Growth ETF 5.9 15 10 5.7 -2.0
SPSM SPDR Portfolio S&P 600 Small Cap ETF 5.9 3 22 7.9 +0.3
ISCV iShares Morningstar Small Cap Value ETF 5.8 6 19 9.4 +1.8
VIOO Vanguard S&P Small-Cap 600 ETF 5.8 7 18 7.8 +0.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 5.8 10 15 5.7 -1.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 5.8 24 1 7.9 +0.3
FSMD Fidelity Small-Mid Multifactor ETF 5.8 15 10 7.2 -0.4
FDVV Fidelity High Dividend ETF 5.8 15 10 7.8 +0.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.7 20 5 6.3 -1.3
XJH iShares ESG Screened S&P Mid-Cap ETF 5.6 12 13 7.2 -0.4
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
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 5.4 15 10 7.5 -0.1
FVD First Trust Value Line Dividend Index Fund 5.3 65 -40 6.3 -1.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 5.3 60 -35 5.2 -2.4
MDY SPDR S&P Midcap 400 ETF Trust 5.3 24 1 7.3 -0.3
IJH iShares Core S&P Mid-Cap ETF 5.3 5 20 7.5 -0.2
BLES Inspire Global Hope ETF 5.3 61 -36 6.8 -0.9
STXK Strive Small-Cap ETF 5.2 18 7 6.2 -1.5
SDG iShares MSCI Global Sustainable Development Goals ETF 5.2 49 -24 6.2 -1.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 5.1 25 0 8.1 +0.4
SCHM Schwab U.S. Mid-Cap ETF 5.1 4 21 6.8 -0.8
NUSC Nuveen ESG Small-Cap ETF 5.1 31 -6 5.5 -2.2
ISMD Inspire Small/Mid Cap ETF 5.1 54 -29 6.1 -1.6
VB Vanguard Small-Cap ETF 5.1 5 20 6.2 -1.4
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 5.1 3 22 7.5 -0.1
IVOO Vanguard S&P Mid-Cap 400 ETF 5.1 7 18 7.4 -0.2
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 5.0 20 5 6.0 -1.7
PFI Invesco Dorsey Wright Financial Momentum ETF 5.0 60 -35 6.5 -1.1
QDF FlexShares Quality Dividend Index Fund 5.0 37 -12 6.4 -1.3
DES WisdomTree U.S. SmallCap Dividend Fund 5.0 38 -13 9.4 +1.7
NUDV Nuveen ESG Dividend ETF 5.0 26 -1 7.6 -0.1
KBWY Invesco KBW Premium Yield Equity REIT ETF 5.0 35 -10 8.5 +0.9
IWR iShares Russell Midcap ETF 4.9 19 6 5.9 -1.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 4.9 9 16 4.5 -3.1
SDY SPDR S&P Dividend ETF 4.9 35 -10 6.7 -1.0
PSC Principal U.S. Small-Cap ETF 4.9 38 -13 6.9 -0.8
IJS iShares S&P Small-Cap 600 Value ETF 4.8 18 7 10.2 +2.5
BKSE BNY Mellon US Small Cap Core Equity ETF 4.8 4 21 6.2 -1.5
SFYX SoFi Next 500 ETF 4.8 0 25 6.0 -1.7
IMCV iShares Morningstar Mid-Cap Value ETF 4.7 6 19 8.2 +0.6
VOT Vanguard Mid-Cap Growth ETF 4.7 7 18 3.5 -4.1
ISCB iShares Morningstar Small-Cap ETF 4.6 4 21 6.2 -1.4
SLYV SPDR S&P 600 Small Cap Value ETF 4.6 15 10 10.2 +2.6
VO Vanguard Mid-Cap ETF 4.6 4 21 5.8 -1.8
VIOV Vanguard S&P Small-Cap 600 Value ETF 4.6 10 15 10.2 +2.6
TBG TBG Dividend Focus ETF 4.6 59 -34 7.9 +0.2
MAGA Point Bridge America First ETF 4.6 72 -47 6.1 -1.6
SIZE iShares MSCI USA Size Factor ETF 4.5 15 10 5.8 -1.8
OSCV Opus Small Cap Value ETF 4.5 79 -54 6.7 -1.0
VOE Vanguard Mid-Cap Value ETF 4.5 7 18 7.8 +0.2
RSP Invesco S&P 500 Equal Weight ETF 4.4 20 5 6.4 -1.2
EUSA iShares MSCI USA Equal Weighted ETF 4.4 9 16 6.1 -1.6
QDEF FlexShares Quality Dividend Defensive Index Fund 4.3 37 -12 6.2 -1.5
SCHA Schwab U.S. Small-Cap ETF 4.3 4 21 6.3 -1.4
INRO iShares U.S. Industry Rotation Active ETF 4.3 42 -17 4.7 -3.0
IMCB iShares Morningstar Mid-Cap ETF 4.3 4 21 6.0 -1.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4.2 7 18 6.2 -1.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.2 39 -14 12.1 +4.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 4.2 70 -45 3.1 -4.6
HAPY Harbor Human Capital Factor Unconstrained ETF 4.1 50 -25 5.6 -2.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.1 70 -45 4.8 -2.9
JHSC John Hancock Multifactor Small Cap ETF 4.1 42 -17 6.8 -0.8
FMDE Fidelity Enhanced Mid Cap ETF 4.1 23 2 5.8 -1.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 4.1 17 8 5.9 -1.7
SMLF iShares U.S. SmallCap Equity Factor ETF 4.1 15 10 6.3 -1.3
RSSL Global X Russell 2000 ETF 4.1 8 17 4.5 -3.1
WCEO Hypatia Women CEO ETF 4.0 85 -60 4.4 -3.3
DLN WisdomTree U.S. LargeCap Dividend Fund 4.0 28 -3 6.0 -1.6
IGPT Invesco AI and Next Gen Software ETF 4.0 60 -35 4.2 -3.5
BWEB Bitwise Web3 ETF 4.0 85 -60 0.0 -7.6
VBK Vanguard Small-Cap Growth ETF 4.0 7 18 1.9 -5.7
DTD WisdomTree U.S. Total Dividend Fund 4.0 28 -3 6.4 -1.3
CLOU Global X Cloud Computing ETF 4.0 68 -43 2.2 -5.5
MBCC Monarch Blue Chips Core ETF 3.9 125 -100 4.0 -3.6
IWM iShares Russell 2000 ETF 3.9 19 6 4.6 -3.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 3.9 39 -14 6.6 -1.0
DHS WisdomTree U.S. High Dividend Fund 3.9 38 -13 8.2 +0.5
SWP SWP Growth & Income ETF 3.9 99 -74 4.3 -3.4
VTWO Vanguard Russell 2000 ETF 3.9 7 18 4.6 -3.0
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.8 9 16 6.1 -1.6
NOBL ProShares S&P 500 Dividend Aristocrats ETF 3.8 35 -10 6.1 -1.5
IMCG iShares Morningstar Mid-Cap Growth ETF 3.8 6 19 4.1 -3.6
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.8 30 -5 8.3 +0.7
JHMM John Hancock Multifactor Mid Cap ETF 3.8 42 -17 6.5 -1.2
GVUS Marketbeta Russell 1000 Value Equity ETF 3.7 12 13 6.6 -1.0
JAVA JPMorgan Active Value ETF 3.7 44 -19 6.4 -1.3
ETHO Etho Climate Leadership U.S. ETF 3.7 47 -22 5.4 -2.3
VXF Vanguard Extended Market ETF 3.7 5 20 4.8 -2.8
FOVL iShares Focused Value Factor ETF 3.6 25 0 10.0 +2.4
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 3.6 12 13 7.5 -0.2
FYX First Trust Small Cap Core AlphaDEX Fund 3.6 61 -36 6.4 -1.3
SIXL ETC 6 Meridian Low Beta Equity ETF 3.6 80 -55 6.1 -1.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 3.5 10 15 5.3 -2.4
ONEV SPDR Russell 1000 Low Volatility Focus ETF 3.5 20 5 7.7 +0.1
ISCG iShares Morningstar Small-Cap Growth ETF 3.5 6 19 2.9 -4.7
JPEF JPMorgan Equity Focus ETF 3.4 50 -25 4.3 -3.3
VONV Vanguard Russell 1000 Value ETF 3.4 7 18 6.6 -1.0
IWD iShares Russell 1000 Value ETF 3.4 19 6 6.5 -1.2
BEEZ Honeytree U.S. Equity ETF 3.4 64 -39 3.9 -3.8
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.4 29 -4 6.2 -1.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.4 65 -40 3.5 -4.1
IJK iShares S&P Mid-Cap 400 Growth ETF 3.4 17 8 6.0 -1.6
AFMC First Trust Active Factor Mid Cap ETF 3.3 65 -40 8.9 +1.2
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.3 10 15 6.0 -1.7
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.3 55 -30 4.2 -3.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.2 64 -39 2.4 -5.3
NIXT Research Affiliates Deletions ETF 3.2 9 16 8.9 +1.2
MDYG SPDR S&P 400 Mid Cap Growth ETF 3.2 15 10 6.1 -1.6
SMMD iShares Russell 2500 ETF 3.2 15 10 6.4 -1.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.2 20 5 6.0 -1.7
FUNL CornerCap Fundametrics Large-Cap ETF 3.1 50 -25 7.3 -0.3
SNPV Xtrackers S&P 500 Value ESG ETF 3.1 15 10 6.8 -0.8
SCHV Schwab U.S. Large-Cap Value ETF 3.1 4 21 6.8 -0.9
VFMV Vanguard U.S. Minimum Volatility ETF 3.1 13 12 5.7 -2.0
FLQS Franklin U.S. Small Cap Multifactor Index ETF 3.0 35 -10 9.8 +2.1
EES WisdomTree U.S. SmallCap Fund 3.0 38 -13 9.1 +1.5
BDIV AAM Brentview Dividend Growth ETF 3.0 49 -24 4.6 -3.0
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 3.0 65 -40 -1.3 -8.9
VEGN US Vegan Climate ETF 3.0 60 -35 4.5 -3.2
USXF iShares ESG Advanced MSCI USA ETF 2.9 10 15 4.6 -3.0
KONG Formidable Fortress ETF 2.9 89 -64 6.0 -1.6
EZM WisdomTree U.S. MidCap Fund 2.9 38 -13 9.3 +1.6
YLDE ClearBridge Dividend Strategy ESG ETF 2.9 60 -35 5.8 -1.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.9 12 13 5.2 -2.4
STXV Strive 1000 Value ETF 2.9 18 7 8.1 +0.5
AFLG First Trust Active Factor Large Cap ETF 2.9 55 -30 6.2 -1.5
FYC First Trust Small Cap Growth AlphaDEX Fund 2.9 71 -46 0.5 -7.1
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.8 35 -10 7.2 -0.4
REVS Columbia Research Enhanced Value ETF 2.8 19 6 7.7 +0.1
ROSC Hartford Multifactor Small Cap ETF 2.8 34 -9 9.8 +2.2
QUVU Hartford Quality Value ETF 2.8 46 -21 7.2 -0.4
CHGX AXS Change Finance ESG ETF 2.7 49 -24 4.8 -2.8
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.7 60 -35 6.1 -1.6
SSPY Syntax Stratified LargeCap ETF 2.7 30 -5 6.7 -1.0
SHUS Syntax Stratified U.S. Total Market Hedged ETF 2.7 65 -40 6.4 -1.3
XSMO Invesco S&P SmallCap Momentum ETF 2.7 39 -14 5.8 -1.9
JHDV John Hancock U.S. High Dividend ETF 2.6 34 -9 6.7 -1.0
FNX First Trust Mid Cap Core AlphaDEX Fund 2.6 60 -35 7.7 +0.0
FELV Fidelity Enhanced Large Cap Value ETF 2.6 18 7 6.8 -0.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.6 9 16 4.9 -2.7
BEEX BeeHive ETF 2.5 84 -59 4.3 -3.3
TMFG Motley Fool Global Opportunities ETF 2.5 85 -60 3.9 -3.7
RJMG FT Raymond James Multicap Growth Equity ETF 2.5 85 -60 2.2 -5.4
INCE Franklin Income Equity Focus ETF 2.5 29 -4 5.5 -2.2
FESM Fidelity Enhanced Small Cap ETF 2.4 28 -3 7.8 +0.2
FCPI Fidelity Stocks for Inflation ETF 2.4 15 10 7.6 -0.1
FYT First Trust Small Cap Value AlphaDEX Fund 2.4 73 -48 11.2 +3.5
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 2.4 5 20 8.0 +0.3
GURU Global X Guru Index ETF 2.4 75 -50 3.5 -4.2
FTC First Trust Large Cap Growth AlphaDEX Fund 2.4 59 -34 2.8 -4.8
CGDG Capital Group Dividend Growers ETF 2.4 47 -22 6.2 -1.5
KNCT Invesco Next Gen Connectivity ETF 2.4 40 -15 4.9 -2.7
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.4 15 10 5.0 -2.7
GLBL Pacer MSCI World Industry Advantage ETF 2.3 65 -40 4.2 -3.4
IUSV iShares Core S&P US Value ETF 2.3 4 21 6.5 -1.1
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 2.3 56 -31 6.4 -1.3
RFFC ALPS Active Equity Opportunity ETF 2.3 48 -23 4.5 -3.2
SPXT ProShares S&P 500 Ex-Technology ETF 2.3 9 16 5.6 -2.0
DEUS Xtrackers Russell US Multifactor ETF 2.3 17 8 7.0 -0.6
NXTG First Trust Indxx NextG ETF 2.3 70 -45 5.3 -2.4
MBOX Freedom Day Dividend ETF 2.3 39 -14 7.6 -0.1
XMMO Invesco S&P MidCap Momentum ETF 2.2 34 -9 5.7 -2.0
NULV Nuveen ESG Large-Cap Value ETF 2.2 26 -1 6.3 -1.4
VTV Vanguard Value ETF 2.2 4 21 6.9 -0.7
XDAT Franklin Exponential Data ETF 2.2 50 -25 2.1 -5.6
SMAP Amplify Small-Mid Cap Equity ETF 2.1 60 -35 5.4 -2.2
QLC FlexShares US Quality Large Cap Index Fund 2.1 25 0 5.5 -2.1
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.1 40 -15 7.2 -0.4
JVAL JPMorgan U.S. Value Factor ETF 2.1 12 13 8.3 +0.6
DIVB iShares Core Dividend ETF 2.1 5 20 7.6 -0.0
CVAR Cultivar ETF 2.1 87 -62 6.8 -0.8
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.1 52 -27 6.6 -1.0
HDUS Hartford Disciplined US Equity ETF 2.1 19 6 5.8 -1.8
XMAG Defiance Large Cap ex-Mag 7 ETF 2.1 35 -10 5.2 -2.5
ESGV Vanguard ESG U.S. Stock ETF 2.0 9 16 4.8 -2.8
IVE iShares S&P 500 Value ETF 2.0 18 7 6.3 -1.4
SPYV SPDR Portfolio S&P 500 Value ETF 2.0 4 21 6.4 -1.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.0 19 6 5.2 -2.4
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.0 50 -25 8.3 +0.7
VOOV Vanguard S&P 500 Value ETF 2.0 7 18 6.4 -1.3
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 2.0 55 -30 10.3 +2.7
EVUS iShares ESG Aware MSCI USA Value ETF 2.0 18 7 6.8 -0.9
PRF Invesco FTSE RAFI US 1000 ETF 2.0 39 -14 6.9 -0.8
FLQL Franklin LibertyQ U.S. Equity ETF 2.0 15 10 5.5 -2.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.0 15 10 4.7 -2.9
KLMN Invesco MSCI North America Climate ETF 1.9 9 16 5.1 -2.5
VLU SPDR S&P 1500 Value Tilt ETF 1.9 12 13 7.6 -0.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.9 14 11 5.0 -2.7
RBLD First Trust Alerian US NextGen Infrastructure ETF 1.9 65 -40 5.0 -2.6
NULC Nuveen ESG Large-Cap ETF 1.9 21 4 4.8 -2.9
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.9 43 -18 6.3 -1.3
HAPI Harbor Human Capital Factor US Large Cap ETF 1.9 36 -11 4.9 -2.8
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.9 47 -22 5.8 -1.9
UDI USCF Dividend Income Fund 1.9 65 -40 8.2 +0.5
PRXV Praxis Impact Large Cap Value ETF 1.9 36 -11 6.6 -1.1
SPVM Invesco S&P 500 Value with Momentum ETF 1.9 39 -14 8.3 +0.7
FAB First Trust Multi Cap Value AlphaDEX Fund 1.9 67 -42 10.1 +2.5
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.8 60 -35 9.7 +2.1
LRGC AB US Large Cap Strategic Equities ETF 1.8 48 -23 4.5 -3.1
DSI iShares MSCI KLD 400 Social ETF 1.8 25 0 4.9 -2.7
FDWM Fidelity Women's Leadership ETF 1.8 59 -34 5.0 -2.7
JHML John Hancock Multifactor Large Cap ETF 1.8 29 -4 5.4 -2.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.8 25 0 5.8 -1.8
VLUE iShares MSCI USA Value Factor ETF 1.8 15 10 9.7 +2.1
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.8 12 13 4.6 -3.0
BGIG Bahl & Gaynor Income Growth ETF 1.8 45 -20 5.4 -2.2
POWA Invesco Bloomberg Pricing Power ETF 1.8 40 -15 5.7 -2.0
IWX iShares Russell Top 200 Value ETF 1.8 20 5 6.3 -1.4
ONEO SPDR Russell 1000 Momentum Focus ETF 1.8 20 5 7.1 -0.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.8 11 14 5.0 -2.7
SPXV ProShares S&P 500 Ex-Health Care ETF 1.8 9 16 4.8 -2.9
LRGE ClearBridge Large Cap Growth ESG ETF 1.8 59 -34 3.9 -3.8
FDMO Fidelity Momentum Factor ETF 1.8 15 10 3.8 -3.8
FDLO Fidelity Low Volatility Factor ETF 1.7 15 10 5.4 -2.2
FVAL Fidelity Value Factor ETF 1.7 15 10 7.1 -0.6
SNPE Xtrackers S&P 500 ESG ETF 1.7 10 15 5.2 -2.5
DSPY Tema S&P 500 Historical Weight ETF 1.7 18 7 5.2 -2.4
VTI Vanguard Total Stock Market ETF 1.7 3 22 5.0 -2.7
JMOM JPMorgan U.S. Momentum Factor ETF 1.7 12 13 4.5 -3.1
YALL God Bless America ETF 1.7 65 -40 3.7 -4.0
VTHR Vanguard Russell 3000 ETF 1.7 7 18 5.0 -2.7
QVML Invesco S&P 500 QVM Multi-factor ETF 1.7 11 14 5.1 -2.5
IWV iShares Russell 3000 ETF 1.7 20 5 4.9 -2.8
ZECP Zacks Earnings Consistent Portfolio ETF 1.7 55 -30 4.8 -2.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.7 3 22 5.0 -2.6
SCHB Schwab U.S. Broad Market ETF 1.7 3 22 5.1 -2.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.7 7 18 5.1 -2.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.7 29 -4 6.5 -1.2
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.7 3 22 5.2 -2.4
FQAL Fidelity Quality Factor ETF 1.7 15 10 5.7 -1.9
YOKE Yoke Core ETF 1.6 42 -17 4.5 -3.2
FLRG Fidelity U.S. Multifactor ETF 1.6 15 10 7.0 -0.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.6 18 7 5.8 -1.9
FEX First Trust Large Cap Core AlphaDEX Fund 1.6 59 -34 6.0 -1.7
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.6 35 -10 4.2 -3.5
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.6 8 17 5.1 -2.6
QDIV Global X S&P 500 Quality Dividend ETF 1.6 20 5 8.3 +0.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.6 2 23 5.0 -2.6
SPXE ProShares S&P 500 Ex-Energy ETF 1.6 9 16 4.9 -2.7
JEPI JPMorgan Equity Premium Income ETF 1.6 35 -10 5.5 -2.1
IWB iShares Russell 1000 ETF 1.6 15 10 4.9 -2.7
VONE Vanguard Russell 1000 ETF 1.6 7 18 5.0 -2.6
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.6 40 -15 3.5 -4.1
JQUA JPMorgan U.S. Quality Factor ETF 1.6 12 13 5.9 -1.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.6 79 -54 4.5 -3.1
DIV Global X SuperDividend US ETF 1.6 45 -20 11.8 +4.2
SUSA iShares MSCI USA ESG Select ETF 1.6 25 0 4.9 -2.8
SCHK Schwab 1000 Index ETF 1.6 5 20 5.1 -2.6
IYY iShares Dow Jones U.S. ETF 1.5 20 5 4.9 -2.8
XVV iShares ESG Screened S&P 500 ETF 1.5 8 17 4.9 -2.7
FMKT The Free Markets ETF 1.5 76 -51 2.1 -5.6
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.5 39 -14 9.6 +1.9
SMDV ProShares Russell 2000 Dividend Growers ETF 1.5 40 -15 7.4 -0.3
ILCV iShares Morningstar Value ETF 1.5 4 21 6.7 -1.0
DEMZ Democratic Large Cap Core ETF 1.5 45 -20 4.5 -3.1
SCHX Schwab U.S. Large-Cap ETF 1.5 3 22 5.1 -2.6
BKLC BNY Mellon US Large Cap Core Equity ETF 1.5 0 25 5.0 -2.6
FDRR Fidelity Dividend ETF for Rising Rates 1.5 15 10 7.2 -0.4
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.5 25 0 11.6 +3.9
PBUS Invesco MSCI USA ETF 1.5 4 21 5.0 -2.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.5 30 -5 6.8 -0.8
AFSM First Trust Active Factor Small Cap ETF 1.4 75 -50 7.7 +0.1
CATH Global X S&P 500 Catholic Values Custom ETF 1.4 29 -4 4.8 -2.8
STXD Strive 1000 Dividend Growth ETF 1.4 35 -10 4.9 -2.8
CAML Congress Large Cap Growth ETF 1.4 66 -41 3.3 -4.4
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.4 20 5 4.8 -2.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.4 7 18 4.9 -2.7
VOTE TCW Transform 500 ETF 1.4 5 20 5.0 -2.7
FNDB Schwab Fundamental US Broad Market Index ETF 1.4 25 0 7.3 -0.4
IVV iShares Core S&P 500 ETF 1.4 3 22 5.1 -2.6
SPY SPDR S&P 500 ETF Trust 1.4 9 16 5.0 -2.7
SPLG SPDR Portfolio S&P 500 ETF 1.4 2 23 5.1 -2.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.4 20 5 5.1 -2.5
ILCB iShares Morningstar U.S. Equity ETF 1.4 3 22 5.0 -2.7
VOO Vanguard S&P 500 ETF 1.4 3 22 5.1 -2.6
WDIV SPDR S&P Global Dividend ETF 1.4 40 -15 9.5 +1.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.4 10 15 5.1 -2.6
SHE SPDR MSCI USA Gender Diversity ETF 1.4 20 5 5.0 -2.6
IETC iShares U.S. Tech Independence Focused ETF 1.4 18 7 3.8 -3.8
HLGE Hartford Longevity Economy ETF 1.4 44 -19 6.5 -1.1
GOP Unusual Whales Subversive Republican Trading ETF 1.3 50 -25 5.8 -1.8
ADME Aptus Drawdown Managed Equity ETF 1.3 79 -54 4.2 -3.5
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 15 5.9 -1.8
LRGF iShares U.S. Equity Factor ETF 1.3 8 17 5.6 -2.1
ACVF American Conservative Values ETF 1.3 75 -50 4.4 -3.3
USMF WisdomTree U.S. Multifactor Fund 1.3 28 -3 6.9 -0.8
VV Vanguard Large-Cap ETF 1.3 4 21 4.9 -2.7
WOMN Impact Shares YWCA Women's Empowerment ETF 1.3 75 -50 5.3 -2.4
ILCG iShares Morningstar Growth ETF 1.3 4 21 3.8 -3.9
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.3 75 -50 4.8 -2.9
SFY SoFi Select 500 ETF 1.3 0 25 4.5 -3.1
APUE ActivePassive U.S. Equity ETF 1.3 45 -20 4.7 -2.9
STRV Strive 500 ETF 1.3 5 20 4.9 -2.7
PFM Invesco Dividend Achievers ETF 1.3 53 -28 5.3 -2.4
FSST Fidelity Sustainable U.S. Equity ETF 1.3 59 -34 4.3 -3.3
SUSL iShares ESG MSCI USA Leaders ETF 1.3 10 15 5.0 -2.6
KOKU Xtrackers MSCI Kokusai Equity ETF 1.3 9 16 5.3 -2.4
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.2 80 -55 6.7 -0.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.2 9 16 5.3 -2.3
MTUM iShares MSCI USA Momentum Factor ETF 1.2 15 10 3.6 -4.1
TOV JLens 500 Jewish Advocacy U.S. ETF 1.2 18 7 4.8 -2.9
DVND Touchstone Dividend Select ETF 1.2 67 -42 5.7 -1.9
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.2 60 -35 6.3 -1.3
SIXG Defiance Connective Technologies ETF 1.2 30 -5 3.9 -3.8
HLAL Wahed FTSE USA Shariah ETF 1.2 50 -25 4.9 -2.7
SPGP Invesco S&P 500 GARP ETF 1.2 34 -9 9.2 +1.6
RAFE PIMCO RAFI ESG U.S. ETF 1.2 29 -4 7.2 -0.4
TMAT Main Thematic Innovation ETF 1.1 164 -139 -1.4 -9.0
GLRY Inspire Faithward Mid Cap Momentum ETF 1.1 80 -55 6.3 -1.3
PDP Invesco Dorsey Wright Momentum ETF 1.1 62 -37 4.1 -3.6
SVAL iShares US Small Cap Value Factor ETF 1.1 20 5 10.7 +3.1
RVRB Reverb ETF 1.1 30 -5 4.7 -3.0
RECS Columbia Research Enhanced Core ETF 1.1 15 10 5.9 -1.8
TOK iShares MSCI Kokusai ETF 1.1 26 -1 5.2 -2.5
LOWV AB US Low Volatility Equity ETF 1.1 48 -23 5.1 -2.5
FPX First Trust US Equity Opportunities ETF 1.1 61 -36 1.0 -6.6
FNDX Schwab Fundamental US Large Co. Index ETF 1.1 25 0 7.2 -0.5
SFYF SoFi Social 50 ETF 1.1 29 -4 0.3 -7.3
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.1 49 -24 9.3 +1.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.1 45 -20 4.5 -3.1
DGT SPDR Global Dow ETF 1.1 50 -25 7.2 -0.4
ESGU iShares ESG Aware MSCI USA ETF 1.1 15 10 4.9 -2.7
VT Vanguard Total World Stock ETF 1.1 6 19 6.0 -1.6
STXG Strive 1000 Growth ETF 1.0 18 7 4.0 -3.7
CGUS Capital Group Core Equity ETF 1.0 33 -8 4.4 -3.3
URTH iShares MSCI World ETF 1.0 24 1 5.2 -2.4
MDLV Morgan Dempsey Large Cap Value ETF 1.0 58 -33 7.5 -0.2
FFND Future Fund Active ETF 1.0 100 -75 4.4 -3.3
IUSG iShares Core S&P U.S. Growth ETF 1.0 4 21 4.3 -3.4
QUAL iShares MSCI USA Quality Factor ETF 1.0 15 10 5.3 -2.4
EQWL Invesco S&P 100 Equal Weight ETF 1.0 25 0 6.0 -1.7
MGV Vanguard Mega Cap Value ETF 1.0 7 18 6.6 -1.0
LVOL American Century Low Volatility ETF 1.0 29 -4 4.8 -2.9
GSPY Gotham Enhanced 500 ETF 1.0 50 -25 5.4 -2.3
WLDR Affinity World Leaders Equity ETF 1.0 67 -42 7.7 +0.1
ROUS Hartford Multifactor US Equity ETF 1.0 19 6 7.2 -0.4
FNK First Trust Mid Cap Value AlphaDEX Fund 1.0 70 -45 11.2 +3.5
ACWI iShares MSCI ACWI ETF 0.9 32 -7 5.7 -2.0
RWK Invesco S&P MidCap 400 Revenue ETF 0.9 39 -14 9.6 +1.9
XMVM Invesco S&P MidCap Value with Momentum ETF 0.9 39 -14 9.6 +2.0
NACP Impact Shares NAACP Minority Empowerment ETF 0.9 49 -24 4.9 -2.8
JOET Virtus Terranova US Quality Momentum ETF 0.9 29 -4 4.7 -2.9
VALQ American Century U.S. Quality Value ETF 0.9 29 -4 7.6 -0.0
FDFF Fidelity Disruptive Finance ETF 0.9 50 -25 4.0 -3.6
FTA First Trust Large Cap Value AlphaDEX Fund 0.9 59 -34 9.1 +1.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.9 9 16 5.9 -1.8
FEGE First Eagle Global Equity ETF 0.9 79 -54 7.0 -0.7
CGDV Capital Group Dividend Value ETF 0.9 33 -8 4.6 -3.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 5 5.8 -1.9
DTEC ALPS Disruptive Technologies ETF 0.9 50 -25 3.8 -3.9
IVW iShares S&P 500 Growth ETF 0.9 18 7 4.0 -3.6
SPYG SPDR Portfolio S&P 500 Growth ETF 0.9 4 21 4.2 -3.5
VOOG Vanguard S&P 500 Growth ETF 0.9 7 18 4.2 -3.5
OPTZ Optimize Strategy Index ETF 0.9 50 -25 5.0 -2.6
TMDV ProShares Russell US Dividend Growers ETF 0.8 35 -10 6.5 -1.2
BEDZ AdvisorShares Hotel ETF 0.8 100 -75 6.9 -0.8
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -50 5.1 -2.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.8 25 0 5.4 -2.3
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.8 30 -5 13.0 +5.3
JGLO JPMorgan Global Select Equity ETF 0.8 33 -8 4.9 -2.7
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.8 32 -7 5.0 -2.6
EPS WisdomTree U.S. LargeCap Fund 0.8 8 17 5.8 -1.8
SPMO Invesco S&P 500 Momentum ETF 0.8 13 12 3.7 -4.0
HKND Humankind US Stock ETF 0.8 11 14 7.2 -0.4
VUG Vanguard Growth ETF 0.8 4 21 4.1 -3.6
PRAY FIS Christian Stock Fund 0.8 69 -44 5.0 -2.6
HAPS Harbor Human Capital Factor US Small Cap ETF 0.7 60 -35 4.2 -3.4
VTWG Vanguard Russell 2000 Growth ETF 0.7 10 15 1.5 -6.1
IWO iShares Russell 2000 Growth ETF 0.7 24 1 1.4 -6.2
GDIV Harbor Dividend Growth Leaders ETF 0.7 50 -25 5.3 -2.3
TMFS Motley Fool Small-Cap Growth ETF 0.7 85 -60 3.4 -4.3
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.7 60 -35 2.1 -5.5
IWL iShares Russell Top 200 ETF 0.7 15 10 4.7 -2.9
EGUS iShares ESG Aware MSCI USA Growth ETF 0.7 18 7 4.2 -3.5
QUS SPDR MSCI USA StrategicFactors ETF 0.7 15 10 5.7 -1.9
MGC Vanguard Mega Cap ETF 0.7 7 18 4.7 -2.9
PRXG Praxis Impact Large Cap Growth ETF 0.7 36 -11 4.1 -3.5
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.6 35 -10 10.6 +2.9
XSHQ Invesco S&P SmallCap Quality ETF 0.6 29 -4 8.2 +0.6
IWC iShares Micro-Cap ETF 0.6 60 -35 -0.6 -8.3
MGK Vanguard Mega Cap Growth ETF 0.6 7 18 4.2 -3.5
CSMD Congress SMid Growth ETF 0.6 69 -44 3.9 -3.7
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.6 70 -45 4.7 -2.9
FELC Fidelity Enhanced Large Cap Core ETF 0.6 18 7 5.3 -2.3
AIEQ AI Powered Equity ETF 0.6 75 -50 3.8 -3.9
HELX Franklin Genomic Advancements ETF 0.6 50 -25 -0.3 -7.9
USMV iShares MSCI USA Min Vol Factor ETF 0.6 15 10 5.7 -2.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.5 19 6 6.4 -1.2
JSML Janus Henderson Small Cap Growth Alpha ETF 0.5 30 -5 8.3 +0.6
GINN Goldman Sachs Innovate Equity ETF 0.5 52 -27 3.7 -4.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.5 75 -50 4.1 -3.6
KRMA Global X Conscious Companies ETF 0.5 43 -18 5.9 -1.7
RWL Invesco S&P 500 Revenue ETF 0.5 39 -14 6.8 -0.9
RPV Invesco S&P 500 Pure Value ETF 0.5 35 -10 10.6 +3.0
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 -17 5.4 -2.2
MGMT Ballast Small/Mid Cap ETF 0.5 110 -85 9.0 +1.4
TMFC Motley Fool 100 Index ETF 0.5 50 -25 3.5 -4.1
CALF Pacer US Small Cap Cash Cows 100 ETF 0.5 59 -34 11.1 +3.5
SDIV Global X Superdividend ETF 0.4 58 -33 40.4 +32.8
VSLU Applied Finance Valuation Large Cap ETF 0.4 49 -24 5.6 -2.0
QWLD SPDR MSCI World StrategicFactors ETF 0.4 30 -5 6.1 -1.6
SNPG Xtrackers S&P 500 Growth ESG ETF 0.4 15 10 4.5 -3.1
IWP iShares Russell Mid-Cap Growth ETF 0.4 23 2 3.4 -4.2
RFV Invesco S&P Midcap 400 Pure Value ETF 0.4 35 -10 13.2 +5.5
FBCV Fidelity Blue Chip Value ETF 0.4 59 -34 7.5 -0.2
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.4 35 -10 6.1 -1.6
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 4 3.8 -3.8
FBCG Fidelity Blue Chip Growth ETF 0.4 59 -34 2.9 -4.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.4 25 0 6.0 -1.7
TMFX Motley Fool Next Index ETF 0.3 50 -25 2.6 -5.0
FFLC Fidelity Fundamental Large Cap Core ETF 0.3 38 -13 4.6 -3.0
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.3 29 -4 4.5 -3.2
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.3 35 -10 10.6 +3.0
BUYZ Franklin Disruptive Commerce ETF 0.3 50 -25 2.3 -5.3
SCHG Schwab U.S. Large-Cap Growth ETF 0.3 4 21 4.0 -3.6
ACWV iShares MSCI Global Min Vol Factor ETF 0.3 20 5 5.9 -1.7
GQQQ Astoria US Quality Growth Kings ETF 0.2 35 -10 4.8 -2.9
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.2 38 -13 10.1 +2.5
LQPE PEO AlphaQuest Thematic PE ETF 0.2 125 -100 5.3 -2.3
IEDI iShares U.S. Consumer Focused ETF 0.2 18 7 5.2 -2.4
IUS Invesco RAFI Strategic US ETF 0.2 19 6 6.8 -0.9
GLOF iShares Global Equity Factor ETF 0.2 20 5 6.7 -0.9
ANEW ProShares MSCI Transformational Changes ETF 0.2 45 -20 6.0 -1.6
AUSF Global X Adaptive U.S. Factor ETF 0.2 27 -2 8.8 +1.2
SIXS ETC 6 Meridian Small Cap Equity ETF 0.2 89 -64 10.2 +2.5
PKW Invesco Buyback Achievers ETF 0.1 62 -37 7.4 -0.2
VUSE Vident U.S. Equity Strategy ETF 0.1 50 -25 4.6 -3.1
OEF iShares S&P 100 ETF 0.1 20 5 4.6 -3.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.1 12 13 4.6 -3.1
QLV FlexShares US Quality Low Volatility Index Fund 0.1 22 3 5.7 -1.9
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.1 36 -11 11.9 +4.3
EBI Longview Advantage ETF 0.1 35 -10 6.7 -0.9
IWF iShares Russell 1000 Growth ETF 0.1 19 6 4.4 -3.2
VONG Vanguard Russell 1000 Growth ETF 0.1 7 18 4.6 -3.1
RNIN Bushido Capital US SMID Cap Equity ETF 0.1 70 -45 5.0 -2.7
IWY iShares Russell Top 200 Growth ETF 0.0 20 5 4.6 -3.1
AVUQ Avantis U.S. Quality ETF 0.0 15 10 4.9 -2.8

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

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RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

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

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 14.4 %
Divided by: Fwd. P/BV 1.8 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		 1.59
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

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

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

 

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