SPDR Dow Jones REIT ETF
ALTAR
Score™		 7.6% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 13.8x P/Sales
ratio		 6.7x
P/BV
ratio		 1.9x Div.
yield		 4.0%


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

FUND BASICS
Category US Equities
Fund Sponsor SSGA Funds Management Inc
Website www.spdrs.com
Inception date Apr 23, 2001
Assets (mns) $1,863
Currency USD
Expense ratio 25 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust
Weighting Market Cap
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 100
Wgt avg mkt cap (mns) $39,553
Large cap (>$10bn) 76.2%
Mid cap ($2-10bn) 20.3%
Small cap (<$2bn) 3.5%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
WELLTOWER, INC. 10.1 %
PROLOGIS INC 9.5 %
SIMON PROPERTY GROUP INC 4.7 %
REALTY INCOME CORP 4.5 %
DIGITAL REALTY TRUST INC 4.4 %
PUBLIC STORAGE 4.3 %
EQUINIX INC 4.0 %
VENTAS INC 3.3 %
EXTRA SPACE STORAGE INC 3.1 %
AVALONBAY COMMUNITIES INC 2.8 %
Total 50.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 96.6 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru July 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-2.6% -0.1% 7.2% 4.4% 8.1%

Market Correlations
versus... Beta R-squared
S&P500 1.04 68%
MSCI EAFE 0.95 63%
MSCI Emg. Mkts. 0.77 45%

Technical Indicators
Recent close $99.61
30d moving avg. $97.07
Annualized volatility 19.3%
Short interest (ETF) 1.1%
Short interest (Underlying) 3.1%
Relative strength (RSI) 55

Liquidity measures
Avg. volume (thou.) 237
Turnover 1.3%
Bid/Ask (% of price) 0.04%
ADV underlying (mns) $4,552

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 544 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 85.9 11 14 7.9 +0.4
USRT iShares Core U.S. REIT ETF 85.8 8 17 7.9 +0.3
FRI First Trust S&P REIT Index Fund 85.1 50 -25 7.4 -0.1
SCHH Schwab U.S. REIT ETF 75.1 7 18 8.1 +0.5
DFAR Dimensional US Real Estate ETF 75.0 19 6 8.1 +0.5
FREL Fidelity MSCI Real Estate Index ETF 68.9 8 17 7.5 -0.0
VNQ Vanguard Real Estate ETF 67.6 13 12 7.4 -0.2
RWO SPDR Dow Jones Global Real Estate ETF 66.8 50 -25 7.0 -0.6
ICF iShares Cohen & Steers REIT ETF 66.0 33 -8 7.9 +0.3
IYR iShares U.S. Real Estate ETF 65.7 40 -15 7.4 -0.2
XLRE Real Estate Select Sector SPDR Fund 64.7 8 17 7.5 -0.0
REET iShares Global REIT ETF 63.0 14 11 7.4 -0.1
PPTY US Diversified Real Estate ETF 58.1 53 -28 7.9 +0.3
AVRE Avantis Real Estate ETF 56.4 17 8 7.1 -0.4
DFGR Dimensional Global Real Estate ETF 56.3 22 3 7.4 -0.1
ERET iShares Environmentally Aware Real Estate ETF 55.7 30 -5 7.3 -0.2
VGSR Vert Global Sustainable Real Estate ETF 55.6 47 -22 7.4 -0.2
FPRO Fidelity Real Estate Investment ETF 51.4 59 -34 6.5 -1.1
PSR Invesco Active U.S. Real Estate Fund 50.5 35 -10 8.0 +0.4
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 49.9 40 -15 7.8 +0.2
JPRE JPMorgan Realty Income ETF 45.8 50 -25 8.2 +0.6
REZ iShares Residential and Multisector Real Estate ETF 45.2 48 -23 6.4 -1.2
RITA ETFB Green SRI REITs ETF 45.1 50 -25 5.9 -1.7
GQRE FlexShares Global Quality Real Estate Index Fund 43.6 45 -20 7.8 +0.2
JRE Janus Henderson U.S. Real Estate ETF 41.7 65 -40 7.6 +0.0
SPRE SP Funds S&P Global REIT Sharia ETF 36.3 55 -30 6.0 -1.5
IRET iREIT - MarketVector Quality REIT Index ETF 36.1 60 -35 7.0 -0.6
IVRA Invesco Real Assets ESG ETF 35.5 59 -34 6.3 -1.3
REAI Intelligent Real Estate ETF 31.9 59 -34 14.9 +7.3
HAUS Residential REIT ETF 31.2 60 -35 5.5 -2.1
NURE Nuveen Short-Term REIT ETF 29.6 35 -10 8.0 +0.4
BYRE Principal Real Estate Active Opportunities ETF 26.6 65 -40 6.5 -1.1
IQRA IQ CBRE Real Assets ETF 26.4 65 -40 5.7 -1.9
INDS Pacer Industrial Real Estate ETF 23.6 55 -30 6.8 -0.8
DESK VanEck Office and Commercial REIT ETF 22.9 50 -25 13.4 +5.8
BLDG Cambria Global Real Estate ETF 22.3 60 -35 11.5 +3.9
HOMZ Hoya Capital Housing ETF 20.1 30 -5 9.3 +1.7
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 19.5 60 -35 6.0 -1.5
SPYD SPDR Portfolio S&P 500 High Dividend ETF 18.5 7 18 9.8 +2.2
BLLD JPMorgan Sustainable Infrastructure ETF 17.6 49 -24 6.1 -1.5
VRAI Virtus Real Asset Income ETF 16.0 55 -30 10.1 +2.5
RDOG ALPS REIT Dividend Dogs ETF 13.8 35 -10 9.4 +1.9
BIBL Inspire 100 ETF 13.7 35 -10 5.1 -2.5
XMLV Invesco S&P MidCap Low Volatility ETF 12.5 25 0 7.5 -0.1
RIET Hoya Capital High Dividend Yield ETF 11.7 50 -25 48.7 +41.1
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 11.6 27 -2 7.0 -0.6
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 11.4 30 -5 8.9 +1.4
ABLD Abacus FCF Real Assets Leaders ETF 11.4 69 -44 6.7 -0.9
NETL NETLease Corporate Real Estate ETF 11.1 60 -35 8.3 +0.8
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 9.8 25 0 5.4 -2.2
SPLV Invesco S&P 500 Low Volatility ETF 9.8 25 0 5.3 -2.3
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 8.9 12 13 5.7 -1.8
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 8.9 80 -55 7.7 +0.2
CZA Invesco Zacks Mid-Cap ETF 8.6 72 -47 6.5 -1.1
DEW WisdomTree Global High Dividend Fund 8.6 58 -33 8.4 +0.8
DTCR Global X Data Center & Digital Infrastructure ETF 8.4 50 -25 4.4 -3.2
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 8.4 41 -16 6.0 -1.5
SRVR Pacer Data & Infrastructure Real Estate ETF 8.4 55 -30 3.7 -3.8
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 8.2 60 -35 9.0 +1.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 8.1 24 1 8.1 +0.5
DON WisdomTree U.S. MidCap Dividend Fund 8.0 38 -13 8.7 +1.2
PSCF Invesco S&P SmallCap Financials ETF 8.0 29 -4 9.0 +1.5
SRET Global X SuperDividend REIT ETF 7.9 59 -34 12.0 +4.5
IQSM IQ Candriam U.S. Mid Cap Equity ETF 7.6 15 10 6.0 -1.6
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 7.4 60 -35 6.8 -0.8
ULVM VictoryShares US Value Momentum ETF 7.4 20 5 7.3 -0.3
ONEY SPDR Russell 1000 Yield Focus ETF 7.3 20 5 9.4 +1.8
IJJ iShares S&P Mid-Cap 400 Value ETF 7.2 18 7 8.6 +1.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 7.1 15 10 7.9 +0.3
MDYV SPDR S&P 400 Mid Cap Value ETF 7.1 15 10 8.7 +1.1
ICAP InfraCap Equity Income Fund ETF 7.1 171 -146 6.2 -1.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 7.0 10 15 8.8 +1.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 7.0 18 7 7.7 +0.1
IWN iShares Russell 2000 Value ETF 6.9 24 1 7.3 -0.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 6.9 29 -4 8.2 +0.6
FCLD Fidelity Cloud Computing ETF 6.9 39 -14 3.2 -4.4
AGNG Global X Aging Population ETF 6.9 50 -25 4.9 -2.7
NUMV Nuveen ESG Mid-Cap Value ETF 6.8 31 -6 6.9 -0.7
ESIX SPDR S&P SmallCap 600 ESG ETF 6.6 12 13 7.9 +0.3
VTWV Vanguard Russell 2000 Value ETF 6.6 10 15 7.3 -0.3
TXS Texas Capital Texas Equity Index ETF 6.6 49 -24 5.6 -2.0
FLDZ RiverNorth Patriot ETF 6.6 75 -50 6.1 -1.5
XSLV Invesco S&P SmallCap Low Volatility ETF 6.5 25 0 7.4 -0.2
SPDV AAM S&P 500 High Dividend Value ETF 6.5 29 -4 10.5 +2.9
ERTH Invesco MSCI Sustainable Future ETF 6.3 62 -37 3.7 -3.9
XJR iShares ESG Screened S&P Small-Cap ETF 6.3 12 13 7.3 -0.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 6.3 15 10 7.5 -0.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 6.3 4 21 6.1 -1.5
IWS iShares Russell Mid-Cap Value ETF 6.3 23 2 6.7 -0.9
PABU iShares Paris-Aligned Climate MSCI USA ETF 6.3 10 15 4.3 -3.3
CVY Invesco Zacks Multi-Asset Income ETF 6.2 106 -81 12.2 +4.6
EQAL Invesco Russell 1000 Equal Weight ETF 6.2 20 5 6.8 -0.8
NZUS SPDR MSCI USA Climate Paris Aligned ETF 6.2 10 15 4.3 -3.3
PY Principal Value ETF 6.2 15 10 7.1 -0.4
VBR Vanguard Small Cap Value ETF 6.0 7 18 9.1 +1.5
PTL Inspire 500 ETF 6.0 9 16 5.2 -2.4
IJR iShares Core S&P Small Cap ETF 5.9 6 19 7.6 -0.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 5.9 15 10 7.7 +0.2
DIVG Invesco S&P 500 High Dividend Growers ETF 5.9 39 -14 8.3 +0.8
MILN Global X Millennial Consumer ETF 5.9 50 -25 3.6 -4.0
IJT iShares S&P Small-Cap 600 Growth ETF 5.9 18 7 5.4 -2.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 5.8 24 1 7.7 +0.1
FNDA Schwab Fundamental US Small Co. Index ETF 5.8 25 0 8.2 +0.6
FDVV Fidelity High Dividend ETF 5.8 15 10 7.6 -0.0
FSMD Fidelity Small-Mid Multifactor ETF 5.8 15 10 7.0 -0.6
SLYG SPDR S&P 600 Small Cap Growth ETF 5.7 15 10 5.5 -2.1
ISCV iShares Morningstar Small Cap Value ETF 5.6 6 19 9.2 +1.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 5.6 10 15 5.6 -2.0
SPSM SPDR Portfolio S&P 600 Small Cap ETF 5.6 3 22 7.6 +0.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.6 20 5 6.4 -1.2
VIOO Vanguard S&P Small-Cap 600 ETF 5.5 7 18 7.6 -0.0
FMET Fidelity Metaverse ETF 5.5 39 -14 4.7 -2.9
XJH iShares ESG Screened S&P Mid-Cap ETF 5.5 12 13 7.0 -0.6
STXM Strive Mid-Cap ETF 5.4 18 7 6.1 -1.4
FVD First Trust Value Line Dividend Index Fund 5.4 65 -40 6.2 -1.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 5.3 15 10 7.2 -0.4
BLES Inspire Global Hope ETF 5.3 61 -36 6.8 -0.8
VB Vanguard Small-Cap ETF 5.2 5 20 6.1 -1.5
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 5.2 60 -35 4.8 -2.7
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 5.2 20 5 6.2 -1.4
MDY SPDR S&P Midcap 400 ETF Trust 5.2 24 1 7.1 -0.5
IJH iShares Core S&P Mid-Cap ETF 5.1 5 20 7.3 -0.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 5.1 39 -14 5.8 -1.8
RDIV Invesco S&P Ultra Dividend Revenue ETF 5.1 39 -14 11.6 +4.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 5.1 25 0 7.8 +0.3
ISMD Inspire Small/Mid Cap ETF 5.1 54 -29 5.5 -2.1
NUSC Nuveen ESG Small-Cap ETF 5.0 31 -6 5.3 -2.2
QDF FlexShares Quality Dividend Index Fund 5.0 37 -12 6.2 -1.4
SDG iShares MSCI Global Sustainable Development Goals ETF 5.0 49 -24 5.8 -1.8
STXK Strive Small-Cap ETF 5.0 18 7 5.8 -1.8
IVOO Vanguard S&P Mid-Cap 400 ETF 5.0 7 18 7.4 -0.2
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 5.0 3 22 7.3 -0.3
NUDV Nuveen ESG Dividend ETF 5.0 26 -1 7.6 -0.0
SCHM Schwab U.S. Mid-Cap ETF 5.0 4 21 6.6 -1.0
KBWY Invesco KBW Premium Yield Equity REIT ETF 4.9 35 -10 8.5 +0.9
DES WisdomTree U.S. SmallCap Dividend Fund 4.9 38 -13 9.2 +1.6
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 4.9 9 16 4.2 -3.4
IWR iShares Russell Midcap ETF 4.8 19 6 5.7 -1.8
PSC Principal U.S. Small-Cap ETF 4.8 38 -13 6.8 -0.8
BKSE BNY Mellon US Small Cap Core Equity ETF 4.8 4 21 5.9 -1.7
SDY SPDR S&P Dividend ETF 4.7 35 -10 6.6 -1.0
IJS iShares S&P Small-Cap 600 Value ETF 4.6 18 7 9.7 +2.1
SFYX SoFi Next 500 ETF 4.6 0 25 5.7 -1.9
TBG TBG Dividend Focus ETF 4.6 59 -34 7.8 +0.3
IMCV iShares Morningstar Mid-Cap Value ETF 4.6 6 19 8.0 +0.4
MAGA Point Bridge America First ETF 4.6 72 -47 5.7 -1.9
PFI Invesco Dorsey Wright Financial Momentum ETF 4.5 60 -35 6.5 -1.1
ISCB iShares Morningstar Small-Cap ETF 4.5 4 21 6.2 -1.4
SLYV SPDR S&P 600 Small Cap Value ETF 4.4 15 10 9.7 +2.2
SIZE iShares MSCI USA Size Factor ETF 4.4 15 10 6.0 -1.5
VIOV Vanguard S&P Small-Cap 600 Value ETF 4.4 10 15 9.7 +2.2
QDEF FlexShares Quality Dividend Defensive Index Fund 4.4 37 -12 6.0 -1.6
EUSA iShares MSCI USA Equal Weighted ETF 4.3 9 16 6.1 -1.5
RSP Invesco S&P 500 Equal Weight ETF 4.3 20 5 6.5 -1.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4.2 7 18 6.0 -1.6
SCHA Schwab U.S. Small-Cap ETF 4.2 4 21 5.9 -1.7
OSCV Opus Small Cap Value ETF 4.2 79 -54 6.4 -1.2
CLOU Global X Cloud Computing ETF 4.2 68 -43 2.3 -5.3
IMCB iShares Morningstar Mid-Cap ETF 4.2 4 21 6.0 -1.6
JHSC John Hancock Multifactor Small Cap ETF 4.1 42 -17 6.6 -1.0
FMDE Fidelity Enhanced Mid Cap ETF 4.1 23 2 5.7 -1.9
VBK Vanguard Small-Cap Growth ETF 4.1 7 18 1.9 -5.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.1 70 -45 4.7 -2.8
WCEO Hypatia Women CEO ETF 4.1 85 -60 3.7 -3.8
HAPY Harbor Human Capital Factor Unconstrained ETF 4.1 50 -25 5.6 -2.0
DLN WisdomTree U.S. LargeCap Dividend Fund 4.0 28 -3 5.9 -1.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 4.0 17 8 5.7 -1.9
SMLF iShares U.S. SmallCap Equity Factor ETF 4.0 15 10 5.9 -1.7
DTD WisdomTree U.S. Total Dividend Fund 4.0 28 -3 6.3 -1.3
BWEB Bitwise Web3 ETF 4.0 85 -60 -0.1 -7.7
BEEZ Honeytree U.S. Equity ETF 4.0 64 -39 3.7 -3.9
MBCC Monarch Blue Chips Core ETF 3.9 125 -100 4.1 -3.5
IWM iShares Russell 2000 ETF 3.9 19 6 4.3 -3.3
RSSL Global X Russell 2000 ETF 3.9 8 17 4.4 -3.2
INRO iShares U.S. Industry Rotation Active ETF 3.9 42 -17 4.2 -3.3
DHS WisdomTree U.S. High Dividend Fund 3.9 38 -13 8.0 +0.4
IGPT Invesco AI and Next Gen Software ETF 3.9 60 -35 4.3 -3.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.8 9 16 6.1 -1.5
VTWO Vanguard Russell 2000 ETF 3.8 7 18 4.3 -3.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.8 30 -5 8.2 +0.6
NOBL ProShares S&P 500 Dividend Aristocrats ETF 3.8 35 -10 6.1 -1.5
VOE Vanguard Mid-Cap Value ETF 3.8 7 18 7.6 -0.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 3.8 39 -14 5.3 -2.3
JHMM John Hancock Multifactor Mid Cap ETF 3.8 42 -17 6.3 -1.2
IMCG iShares Morningstar Mid-Cap Growth ETF 3.8 6 19 3.9 -3.6
SWP SWP Growth & Income ETF 3.7 99 -74 4.1 -3.5
GVUS Marketbeta Russell 1000 Value Equity ETF 3.7 12 13 6.5 -1.1
JAVA JPMorgan Active Value ETF 3.7 44 -19 6.4 -1.2
ETHO Etho Climate Leadership U.S. ETF 3.7 47 -22 5.3 -2.2
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 3.6 12 13 7.2 -0.3
VO Vanguard Mid-Cap ETF 3.6 4 21 5.7 -1.9
SIXL ETC 6 Meridian Low Beta Equity ETF 3.6 80 -55 6.1 -1.5
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.6 29 -4 6.2 -1.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 3.5 10 15 5.1 -2.4
VXF Vanguard Extended Market ETF 3.5 5 20 4.7 -2.9
JPEF JPMorgan Equity Focus ETF 3.5 50 -25 4.3 -3.3
VOT Vanguard Mid-Cap Growth ETF 3.4 7 18 3.5 -4.0
ISCG iShares Morningstar Small-Cap Growth ETF 3.3 6 19 2.9 -4.7
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 3.3 65 -40 -1.5 -9.1
ONEV SPDR Russell 1000 Low Volatility Focus ETF 3.3 20 5 7.6 +0.0
AFMC First Trust Active Factor Mid Cap ETF 3.3 65 -40 8.4 +0.8
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.3 55 -30 4.2 -3.4
IJK iShares S&P Mid-Cap 400 Growth ETF 3.2 17 8 5.8 -1.8
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.2 35 -10 7.1 -0.4
IWD iShares Russell 1000 Value ETF 3.2 19 6 6.4 -1.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.2 20 5 5.5 -2.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.1 10 15 6.0 -1.6
SNPV Xtrackers S&P 500 Value ESG ETF 3.1 15 10 6.7 -0.9
NIXT Research Affiliates Deletions ETF 3.1 9 16 8.7 +1.1
SMMD iShares Russell 2500 ETF 3.1 15 10 6.1 -1.4
MDYG SPDR S&P 400 Mid Cap Growth ETF 3.1 15 10 5.8 -1.7
VFMV Vanguard U.S. Minimum Volatility ETF 3.1 13 12 5.7 -1.9
SCHV Schwab U.S. Large-Cap Value ETF 3.0 4 21 6.7 -0.9
VONV Vanguard Russell 1000 Value ETF 3.0 7 18 6.5 -1.1
FUNL CornerCap Fundametrics Large-Cap ETF 3.0 50 -25 7.2 -0.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 3.0 60 -35 5.3 -2.3
FLQS Franklin U.S. Small Cap Multifactor Index ETF 3.0 35 -10 9.3 +1.7
EES WisdomTree U.S. SmallCap Fund 3.0 38 -13 8.6 +1.1
VEGN US Vegan Climate ETF 2.9 60 -35 4.5 -3.1
KONG Formidable Fortress ETF 2.9 89 -64 6.0 -1.6
EZM WisdomTree U.S. MidCap Fund 2.9 38 -13 9.0 +1.4
YLDE ClearBridge Dividend Strategy ESG ETF 2.9 60 -35 5.7 -1.9
FYX First Trust Small Cap Core AlphaDEX Fund 2.9 61 -36 5.9 -1.7
USXF iShares ESG Advanced MSCI USA ETF 2.9 10 15 4.5 -3.0
STXV Strive 1000 Value ETF 2.8 18 7 8.0 +0.4
BDIV AAM Brentview Dividend Growth ETF 2.8 49 -24 4.6 -3.0
REVS Columbia Research Enhanced Value ETF 2.8 19 6 7.5 -0.0
AFLG First Trust Active Factor Large Cap ETF 2.8 55 -30 6.3 -1.3
QUVU Hartford Quality Value ETF 2.8 46 -21 7.3 -0.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.8 12 13 5.2 -2.4
ROSC Hartford Multifactor Small Cap ETF 2.8 34 -9 9.2 +1.6
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 5.9 -1.7
SSPY Syntax Stratified LargeCap ETF 2.7 30 -5 6.7 -0.9
SHUS Syntax Stratified U.S. Total Market Hedged ETF 2.7 65 -40 6.4 -1.2
JHDV John Hancock U.S. High Dividend ETF 2.6 34 -9 6.6 -1.0
XSMO Invesco S&P SmallCap Momentum ETF 2.6 39 -14 5.5 -2.0
FELV Fidelity Enhanced Large Cap Value ETF 2.6 18 7 6.7 -0.9
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.6 9 16 4.9 -2.7
GURU Global X Guru Index ETF 2.5 75 -50 3.0 -4.6
RJMG FT Raymond James Multicap Growth Equity ETF 2.5 85 -60 2.0 -5.6
BEEX BeeHive ETF 2.5 84 -59 4.3 -3.3
INCE Franklin Income Equity Focus ETF 2.5 29 -4 5.5 -2.1
TMFG Motley Fool Global Opportunities ETF 2.4 85 -60 3.9 -3.7
FCPI Fidelity Stocks for Inflation ETF 2.4 15 10 7.5 -0.0
FESM Fidelity Enhanced Small Cap ETF 2.4 28 -3 7.2 -0.4
CGDG Capital Group Dividend Growers ETF 2.4 47 -22 6.3 -1.3
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.4 15 10 4.9 -2.7
KNCT Invesco Next Gen Connectivity ETF 2.3 40 -15 4.8 -2.7
RFFC ALPS Active Equity Opportunity ETF 2.3 48 -23 4.4 -3.2
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 2.3 5 20 7.9 +0.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 2.3 56 -31 6.1 -1.5
SPXT ProShares S&P 500 Ex-Technology ETF 2.3 9 16 5.5 -2.1
DEUS Xtrackers Russell US Multifactor ETF 2.3 17 8 7.0 -0.6
XMMO Invesco S&P MidCap Momentum ETF 2.3 34 -9 5.6 -2.0
IUSV iShares Core S&P US Value ETF 2.2 4 21 6.4 -1.2
NXTG First Trust Indxx NextG ETF 2.2 70 -45 5.3 -2.3
NULV Nuveen ESG Large-Cap Value ETF 2.2 26 -1 6.3 -1.3
GLBL Pacer MSCI World Industry Advantage ETF 2.2 65 -40 4.1 -3.4
FYT First Trust Small Cap Value AlphaDEX Fund 2.2 73 -48 10.5 +2.9
XDAT Franklin Exponential Data ETF 2.2 50 -25 2.1 -5.5
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 2.1 55 -30 9.9 +2.4
QLC FlexShares US Quality Large Cap Index Fund 2.1 25 0 5.4 -2.2
SMAP Amplify Small-Mid Cap Equity ETF 2.1 60 -35 5.5 -2.1
CVAR Cultivar ETF 2.1 87 -62 6.8 -0.8
JVAL JPMorgan U.S. Value Factor ETF 2.1 12 13 8.1 +0.5
HDUS Hartford Disciplined US Equity ETF 2.1 19 6 5.7 -1.9
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.1 40 -15 7.0 -0.5
XMAG Defiance Large Cap ex-Mag 7 ETF 2.1 35 -10 5.1 -2.5
FAB First Trust Multi Cap Value AlphaDEX Fund 2.1 67 -42 9.8 +2.2
DIVB iShares Core Dividend ETF 2.0 5 20 8.0 +0.4
VTV Vanguard Value ETF 2.0 4 21 6.9 -0.7
EVUS iShares ESG Aware MSCI USA Value ETF 2.0 18 7 6.5 -1.1
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.0 19 6 5.3 -2.3
RBLD First Trust Alerian US NextGen Infrastructure ETF 2.0 65 -40 4.9 -2.7
ESGV Vanguard ESG U.S. Stock ETF 2.0 9 16 4.7 -2.9
VOOV Vanguard S&P 500 Value ETF 2.0 7 18 6.3 -1.3
ASLV Allspring Special Large Value ETF 2.0 35 -10 6.4 -1.2
IVE iShares S&P 500 Value ETF 2.0 18 7 6.1 -1.4
SPYV SPDR Portfolio S&P 500 Value ETF 2.0 4 21 6.3 -1.3
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.0 50 -25 8.1 +0.5
FLQL Franklin LibertyQ U.S. Equity ETF 2.0 15 10 5.3 -2.3
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.0 15 10 4.6 -3.0
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.9 52 -27 6.3 -1.3
PRF Invesco FTSE RAFI US 1000 ETF 1.9 39 -14 6.8 -0.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.9 14 11 4.8 -2.7
KLMN Invesco MSCI North America Climate ETF 1.9 9 16 4.9 -2.6
NULC Nuveen ESG Large-Cap ETF 1.9 21 4 4.6 -3.0
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.9 43 -18 6.1 -1.5
HAPI Harbor Human Capital Factor US Large Cap ETF 1.9 36 -11 4.8 -2.8
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.9 47 -22 5.8 -1.8
VLU SPDR S&P 1500 Value Tilt ETF 1.9 12 13 7.4 -0.2
PRXV Praxis Impact Large Cap Value ETF 1.9 36 -11 6.5 -1.1
LRGC AB US Large Cap Strategic Equities ETF 1.8 48 -23 4.4 -3.2
FDWM Fidelity Women's Leadership ETF 1.8 59 -34 4.8 -2.8
JHML John Hancock Multifactor Large Cap ETF 1.8 29 -4 5.3 -2.3
UDI USCF Dividend Income Fund 1.8 65 -40 8.1 +0.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.8 25 0 5.6 -1.9
VLUE iShares MSCI USA Value Factor ETF 1.8 15 10 9.5 +1.9
SPVM Invesco S&P 500 Value with Momentum ETF 1.8 39 -14 7.6 -0.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.8 18 7 5.8 -1.8
DSI iShares MSCI KLD 400 Social ETF 1.8 25 0 4.8 -2.8
ONEO SPDR Russell 1000 Momentum Focus ETF 1.8 20 5 6.9 -0.6
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.8 60 -35 9.4 +1.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.8 11 14 4.9 -2.7
FYC First Trust Small Cap Growth AlphaDEX Fund 1.8 71 -46 0.5 -7.1
SPXV ProShares S&P 500 Ex-Health Care ETF 1.8 9 16 4.6 -3.0
LRGE ClearBridge Large Cap Growth ESG ETF 1.8 59 -34 3.9 -3.7
FDMO Fidelity Momentum Factor ETF 1.8 15 10 3.6 -3.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.7 70 -45 2.8 -4.7
FDLO Fidelity Low Volatility Factor ETF 1.7 15 10 5.4 -2.2
BGIG Bahl & Gaynor Income Growth ETF 1.7 45 -20 5.2 -2.4
FVAL Fidelity Value Factor ETF 1.7 15 10 6.8 -0.7
SNPE Xtrackers S&P 500 ESG ETF 1.7 10 15 5.1 -2.5
DSPY Tema S&P 500 Historical Weight ETF 1.7 18 7 5.1 -2.4
POWA Invesco Bloomberg Pricing Power ETF 1.7 40 -15 5.3 -2.3
IWX iShares Russell Top 200 Value ETF 1.7 20 5 6.2 -1.4
JMOM JPMorgan U.S. Momentum Factor ETF 1.7 12 13 4.5 -3.1
DIV Global X SuperDividend US ETF 1.7 45 -20 11.7 +4.2
ZECP Zacks Earnings Consistent Portfolio ETF 1.7 55 -30 4.8 -2.8
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 6.4 -1.2
IWV iShares Russell 3000 ETF 1.7 20 5 4.7 -2.9
VTI Vanguard Total Stock Market ETF 1.7 3 22 4.9 -2.7
VTHR Vanguard Russell 3000 ETF 1.7 7 18 4.8 -2.7
FQAL Fidelity Quality Factor ETF 1.7 15 10 5.6 -1.9
QVML Invesco S&P 500 QVM Multi-factor ETF 1.6 11 14 5.1 -2.5
FLRG Fidelity U.S. Multifactor ETF 1.6 15 10 6.9 -0.7
YALL God Bless America ETF 1.6 65 -40 3.6 -4.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.6 3 22 4.9 -2.7
YOKE Yoke Core ETF 1.6 42 -17 4.4 -3.2
SCHB Schwab U.S. Broad Market ETF 1.6 3 22 5.0 -2.6
FMKT The Free Markets ETF 1.6 76 -51 1.6 -6.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.6 2 23 4.9 -2.7
FTA First Trust Large Cap Value AlphaDEX Fund 1.6 59 -34 8.9 +1.3
SPXE ProShares S&P 500 Ex-Energy ETF 1.6 9 16 4.8 -2.8
JEPI JPMorgan Equity Premium Income ETF 1.6 35 -10 5.6 -2.0
JQUA JPMorgan U.S. Quality Factor ETF 1.6 12 13 5.8 -1.7
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.6 8 17 4.9 -2.6
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.6 3 22 5.1 -2.5
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.6 25 0 5.3 -2.2
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.6 40 -15 3.7 -3.9
SGLC SGI U.S. Large Cap Core ETF 1.6 85 -60 4.0 -3.6
SUSA iShares MSCI USA ESG Select ETF 1.6 25 0 4.7 -2.9
VONE Vanguard Russell 1000 ETF 1.6 7 18 4.9 -2.7
IWB iShares Russell 1000 ETF 1.6 15 10 4.8 -2.8
QDIV Global X S&P 500 Quality Dividend ETF 1.6 20 5 8.6 +1.1
SMDV ProShares Russell 2000 Dividend Growers ETF 1.5 40 -15 7.3 -0.3
CAML Congress Large Cap Growth ETF 1.5 66 -41 3.4 -4.2
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.5 35 -10 4.0 -3.5
SCHK Schwab 1000 Index ETF 1.5 5 20 5.0 -2.6
DEMZ Democratic Large Cap Core ETF 1.5 45 -20 4.5 -3.1
IYY iShares Dow Jones U.S. ETF 1.5 20 5 4.8 -2.8
XVV iShares ESG Screened S&P 500 ETF 1.5 8 17 4.8 -2.8
BKLC BNY Mellon US Large Cap Core Equity ETF 1.5 0 25 4.9 -2.7
FDRR Fidelity Dividend ETF for Rising Rates 1.5 15 10 7.0 -0.6
ILCV iShares Morningstar Value ETF 1.5 4 21 6.4 -1.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.5 39 -14 9.6 +2.0
SCHX Schwab U.S. Large-Cap ETF 1.5 3 22 4.9 -2.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.5 30 -5 6.6 -1.0
STXD Strive 1000 Dividend Growth ETF 1.4 35 -10 4.8 -2.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.4 7 18 4.8 -2.8
VOTE TCW Transform 500 ETF 1.4 5 20 4.8 -2.7
PBUS Invesco MSCI USA ETF 1.4 4 21 4.8 -2.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.4 20 5 5.0 -2.6
FNDB Schwab Fundamental US Broad Market Index ETF 1.4 25 0 7.2 -0.4
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.4 20 5 4.7 -2.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.4 10 15 4.9 -2.7
SHE SPDR MSCI USA Gender Diversity ETF 1.4 20 5 5.0 -2.6
AFSM First Trust Active Factor Small Cap ETF 1.4 75 -50 7.6 -0.0
VOO Vanguard S&P 500 ETF 1.4 3 22 5.0 -2.6
IVV iShares Core S&P 500 ETF 1.4 3 22 4.9 -2.6
SPY SPDR S&P 500 ETF Trust 1.4 9 16 4.9 -2.7
ILCB iShares Morningstar U.S. Equity ETF 1.4 3 22 4.8 -2.8
SPLG SPDR Portfolio S&P 500 ETF 1.4 2 23 4.9 -2.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.4 64 -39 2.2 -5.4
HLGE Hartford Longevity Economy ETF 1.4 44 -19 -0.4 -8.0
APUE ActivePassive U.S. Equity ETF 1.3 45 -20 4.6 -3.0
GOP Unusual Whales Subversive Republican Trading ETF 1.3 50 -25 5.5 -2.1
WOMN Impact Shares YWCA Women's Empowerment ETF 1.3 75 -50 5.3 -2.3
CATH Global X S&P 500 Catholic Values Custom ETF 1.3 29 -4 4.6 -3.0
ACVF American Conservative Values ETF 1.3 75 -50 4.3 -3.3
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 15 5.7 -1.9
ADME Aptus Drawdown Managed Equity ETF 1.3 79 -54 4.1 -3.5
USMF WisdomTree U.S. Multifactor Fund 1.3 28 -3 7.0 -0.6
MTUM iShares MSCI USA Momentum Factor ETF 1.3 15 10 3.5 -4.1
IETC iShares U.S. Tech Independence Focused ETF 1.3 18 7 3.7 -3.8
FNX First Trust Mid Cap Core AlphaDEX Fund 1.3 60 -35 7.3 -0.3
WDIV SPDR S&P Global Dividend ETF 1.3 40 -15 9.2 +1.7
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.3 65 -40 3.5 -4.1
ILCG iShares Morningstar Growth ETF 1.3 4 21 3.6 -4.0
FSST Fidelity Sustainable U.S. Equity ETF 1.3 59 -34 4.3 -3.3
LRGF iShares U.S. Equity Factor ETF 1.3 8 17 5.4 -2.2
SFY SoFi Select 500 ETF 1.3 0 25 4.4 -3.2
KOKU Xtrackers MSCI Kokusai Equity ETF 1.3 9 16 5.2 -2.4
SUSL iShares ESG MSCI USA Leaders ETF 1.2 10 15 4.9 -2.7
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 5.2 -2.4
VV Vanguard Large-Cap ETF 1.2 4 21 4.8 -2.8
GLRY Inspire Faithward Mid Cap Momentum ETF 1.2 80 -55 6.1 -1.5
PFM Invesco Dividend Achievers ETF 1.2 53 -28 5.3 -2.3
STRV Strive 500 ETF 1.2 5 20 4.8 -2.8
DVND Touchstone Dividend Select ETF 1.2 67 -42 5.6 -2.0
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.2 75 -50 4.9 -2.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.2 45 -20 4.4 -3.2
TOV JLens 500 Jewish Advocacy U.S. ETF 1.2 18 7 4.6 -3.0
FEX First Trust Large Cap Core AlphaDEX Fund 1.2 59 -34 5.8 -1.8
RAFE PIMCO RAFI ESG U.S. ETF 1.2 29 -4 7.1 -0.5
HLAL Wahed FTSE USA Shariah ETF 1.2 50 -25 4.7 -2.8
SPGP Invesco S&P 500 GARP ETF 1.1 34 -9 6.4 -1.2
FOVL iShares Focused Value Factor ETF 1.1 25 0 10.7 +3.1
TMAT Main Thematic Innovation ETF 1.1 164 -139 -1.5 -9.0
IWO iShares Russell 2000 Growth ETF 1.1 24 1 1.3 -6.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.1 12 13 4.5 -3.1
SFYF SoFi Social 50 ETF 1.1 29 -4 0.4 -7.2
FPX First Trust US Equity Opportunities ETF 1.1 61 -36 1.0 -6.6
RECS Columbia Research Enhanced Core ETF 1.1 15 10 5.6 -1.9
VTWG Vanguard Russell 2000 Growth ETF 1.1 10 15 1.4 -6.1
LOWV AB US Low Volatility Equity ETF 1.1 48 -23 5.2 -2.4
SIXG Defiance Connective Technologies ETF 1.1 30 -5 3.6 -4.0
RVRB Reverb ETF 1.1 30 -5 4.5 -3.0
TOK iShares MSCI Kokusai ETF 1.1 26 -1 5.0 -2.6
FNDX Schwab Fundamental US Large Co. Index ETF 1.1 25 0 7.2 -0.4
DGT SPDR Global Dow ETF 1.1 50 -25 7.0 -0.6
ESGU iShares ESG Aware MSCI USA ETF 1.0 15 10 4.7 -2.9
CGUS Capital Group Core Equity ETF 1.0 33 -8 4.3 -3.3
STXG Strive 1000 Growth ETF 1.0 18 7 3.8 -3.7
VT Vanguard Total World Stock ETF 1.0 6 19 5.9 -1.7
EQWL Invesco S&P 100 Equal Weight ETF 1.0 25 0 6.2 -1.4
FFND Future Fund Active ETF 1.0 100 -75 4.2 -3.3
URTH iShares MSCI World ETF 1.0 24 1 5.1 -2.5
MDLV Morgan Dempsey Large Cap Value ETF 1.0 58 -33 7.4 -0.2
LVOL American Century Low Volatility ETF 1.0 29 -4 4.9 -2.7
MGV Vanguard Mega Cap Value ETF 1.0 7 18 6.6 -1.0
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.0 49 -24 9.4 +1.8
WLDR Affinity World Leaders Equity ETF 1.0 67 -42 7.5 -0.0
ROUS Hartford Multifactor US Equity ETF 1.0 19 6 7.0 -0.5
IUSG iShares Core S&P U.S. Growth ETF 0.9 4 21 4.2 -3.4
QUAL iShares MSCI USA Quality Factor ETF 0.9 15 10 5.4 -2.2
SVAL iShares US Small Cap Value Factor ETF 0.9 20 5 10.2 +2.6
NACP Impact Shares NAACP Minority Empowerment ETF 0.9 49 -24 4.8 -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 7.7 +0.1
FDFF Fidelity Disruptive Finance ETF 0.9 50 -25 4.2 -3.4
ACWI iShares MSCI ACWI ETF 0.9 32 -7 5.5 -2.0
RWK Invesco S&P MidCap 400 Revenue ETF 0.9 39 -14 9.3 +1.8
XMVM Invesco S&P MidCap Value with Momentum ETF 0.9 39 -14 9.6 +2.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.9 60 -35 3.9 -3.7
CGDV Capital Group Dividend Value ETF 0.9 33 -8 4.5 -3.0
GSPY Gotham Enhanced 500 ETF 0.9 50 -25 5.2 -2.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.9 9 16 5.7 -1.9
DTEC ALPS Disruptive Technologies ETF 0.9 50 -25 3.9 -3.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 5 5.6 -1.9
FNK First Trust Mid Cap Value AlphaDEX Fund 0.9 70 -45 10.8 +3.2
VOOG Vanguard S&P 500 Growth ETF 0.8 7 18 4.1 -3.5
IVW iShares S&P 500 Growth ETF 0.8 18 7 4.0 -3.6
SPYG SPDR Portfolio S&P 500 Growth ETF 0.8 4 21 4.1 -3.5
FEGE First Eagle Global Equity ETF 0.8 79 -54 7.0 -0.6
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -50 5.2 -2.4
SPMO Invesco S&P 500 Momentum ETF 0.8 13 12 3.6 -4.0
PRAY FIS Christian Stock Fund 0.8 69 -44 5.1 -2.5
MGK Vanguard Mega Cap Growth ETF 0.8 7 18 4.1 -3.5
OPTZ Optimize Strategy Index ETF 0.8 50 -25 4.6 -3.0
TMDV ProShares Russell US Dividend Growers ETF 0.8 35 -10 6.4 -1.2
BEDZ AdvisorShares Hotel ETF 0.8 100 -75 6.6 -1.0
JGLO JPMorgan Global Select Equity ETF 0.8 33 -8 4.9 -2.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.8 32 -7 4.9 -2.6
EPS WisdomTree U.S. LargeCap Fund 0.8 8 17 5.7 -1.9
MGC Vanguard Mega Cap ETF 0.8 7 18 4.6 -2.9
HKND Humankind US Stock ETF 0.8 11 14 7.1 -0.5
VUG Vanguard Growth ETF 0.7 4 21 4.0 -3.6
FTC First Trust Large Cap Growth AlphaDEX Fund 0.7 59 -34 2.7 -4.9
HAPS Harbor Human Capital Factor US Small Cap ETF 0.7 60 -35 3.9 -3.7
IWL iShares Russell Top 200 ETF 0.7 15 10 4.6 -3.0
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.7 30 -5 13.0 +5.4
GDIV Harbor Dividend Growth Leaders ETF 0.7 50 -25 5.2 -2.3
TMFS Motley Fool Small-Cap Growth ETF 0.7 85 -60 3.6 -3.9
QUS SPDR MSCI USA StrategicFactors ETF 0.7 15 10 5.7 -1.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.7 29 -4 4.4 -3.1
AIEQ AI Powered Equity ETF 0.7 75 -50 3.7 -3.9
PRXG Praxis Impact Large Cap Growth ETF 0.7 36 -11 3.6 -3.9
EGUS iShares ESG Aware MSCI USA Growth ETF 0.7 18 7 3.9 -3.7
BLCV iShares Large Cap Value Active ETF 0.6 53 -28 7.3 -0.3
USMV iShares MSCI USA Min Vol Factor ETF 0.6 15 10 5.8 -1.8
AUSF Global X Adaptive U.S. Factor ETF 0.6 27 -2 8.7 +1.1
CSMD Congress SMid Growth ETF 0.6 69 -44 3.9 -3.7
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.6 70 -45 4.5 -3.0
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.6 35 -10 7.1 -0.5
XSHQ Invesco S&P SmallCap Quality ETF 0.6 29 -4 7.1 -0.5
MBOX Freedom Day Dividend ETF 0.6 39 -14 7.4 -0.2
FELC Fidelity Enhanced Large Cap Core ETF 0.6 18 7 5.2 -2.4
HELX Franklin Genomic Advancements ETF 0.6 50 -25 -0.2 -7.8
IWP iShares Russell Mid-Cap Growth ETF 0.5 23 2 3.4 -4.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.5 19 6 6.3 -1.3
GINN Goldman Sachs Innovate Equity ETF 0.5 52 -27 3.7 -3.9
RPV Invesco S&P 500 Pure Value ETF 0.5 35 -10 10.4 +2.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.5 75 -50 4.0 -3.6
KRMA Global X Conscious Companies ETF 0.5 43 -18 5.8 -1.8
JSML Janus Henderson Small Cap Growth Alpha ETF 0.5 30 -5 7.8 +0.2
RWL Invesco S&P 500 Revenue ETF 0.5 39 -14 6.8 -0.8
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 -17 5.4 -2.2
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -54 4.5 -3.1
MGMT Ballast Small/Mid Cap ETF 0.4 110 -85 8.1 +0.5
RFV Invesco S&P Midcap 400 Pure Value ETF 0.4 35 -10 12.9 +5.3
TIME Clockwise Core Equity & Innovation ETF 0.4 95 -70 2.9 -4.7
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 5.9 -1.6
CALF Pacer US Small Cap Cash Cows 100 ETF 0.4 59 -34 10.7 +3.1
SDIV Global X Superdividend ETF 0.4 58 -33 41.3 +33.7
SNPG Xtrackers S&P 500 Growth ESG ETF 0.4 15 10 4.5 -3.1
FBCV Fidelity Blue Chip Value ETF 0.4 59 -34 7.4 -0.2
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 -35 2.0 -5.6
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.4 35 -10 5.9 -1.6
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 4 3.7 -3.9
FBCG Fidelity Blue Chip Growth ETF 0.4 59 -34 2.8 -4.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.4 25 0 5.9 -1.7
IWC iShares Micro-Cap ETF 0.3 60 -35 -0.8 -8.4
LQPE PEO AlphaQuest Thematic PE ETF 0.3 125 -100 5.3 -2.3
TMFX Motley Fool Next Index ETF 0.3 50 -25 2.6 -5.0
FFLC Fidelity Fundamental Large Cap Core ETF 0.3 38 -13 4.5 -3.1
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.3 35 -10 10.0 +2.4
ACWV iShares MSCI Global Min Vol Factor ETF 0.3 20 5 6.2 -1.4
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.3 25 0 11.1 +3.5
BUYZ Franklin Disruptive Commerce ETF 0.3 50 -25 2.2 -5.4
SCHG Schwab U.S. Large-Cap Growth ETF 0.3 4 21 4.0 -3.6
TMFC Motley Fool 100 Index ETF 0.3 50 -25 3.5 -4.1
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.2 38 -13 9.7 +2.2
IUS Invesco RAFI Strategic US ETF 0.2 19 6 6.9 -0.7
IEDI iShares U.S. Consumer Focused ETF 0.2 18 7 5.3 -2.3
GLOF iShares Global Equity Factor ETF 0.2 20 5 6.5 -1.1
ANEW ProShares MSCI Transformational Changes ETF 0.2 45 -20 6.1 -1.5
SIXS ETC 6 Meridian Small Cap Equity ETF 0.2 89 -64 9.6 +2.0
PKW Invesco Buyback Achievers ETF 0.1 62 -37 7.1 -0.5
VUSE Vident U.S. Equity Strategy ETF 0.1 50 -25 4.5 -3.0
OEF iShares S&P 100 ETF 0.1 20 5 4.5 -3.1
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.1 12 13 4.5 -3.1
QLV FlexShares US Quality Low Volatility Index Fund 0.1 22 3 5.6 -2.0
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.1 36 -11 10.4 +2.9
EBI Longview Advantage ETF 0.1 35 -10 6.5 -1.1
IWF iShares Russell 1000 Growth ETF 0.1 19 6 4.4 -3.2
VONG Vanguard Russell 1000 Growth ETF 0.1 7 18 4.4 -3.1
RNIN Bushido Capital US SMID Cap Equity ETF 0.1 70 -45 10.3 +2.7
IWY iShares Russell Top 200 Growth ETF 0.0 20 5 4.5 -3.1
AVUQ Avantis U.S. Quality ETF 0.0 15 10 4.4 -3.2

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

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RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

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

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 14.5 %
Divided by: Fwd. P/BV 1.9 x
Less: Expense ratio 25 bp
Equals: ALTAR Score 7.6 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

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