State Street SPDR Dow Jones REIT ETF
ALTAR
Score™		 6.2% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 16.4x P/Sales
ratio		 8.1x
P/BV
ratio		 2.4x Div.
yield		 3.4%


  • 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) $1,905
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 90
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
WELLTOWER, INC. 11.1 %
PROLOGIS INC 9.5 %
DIGITAL REALTY TRUST INC 4.9 %
SIMON PROPERTY GROUP INC 4.5 %
PUBLIC STORAGE 4.4 %
REALTY INCOME CORP 4.4 %
EQUINIX INC 4.4 %
VENTAS INC 4.4 %
EXTRA SPACE STORAGE INC 2.8 %
AVALONBAY COMMUNITIES INC 2.3 %
Total 52.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 97.5 %










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.
16.7% 21.6% 5.3% 5.1% 8.7%

Market Correlations
versus... Beta R-squared
S&P500 0.31 8%
MSCI EAFE 0.40 20%
MSCI Emg. Mkts. 0.11 3%

Technical Indicators
Recent close $118.65
30d moving avg. $114.20
Annualized volatility 17.5%
Short interest (ETF) 0.5%
Short interest (Underlying) 3.1%
Relative strength (RSI) 64

Liquidity measures
Avg. volume (thou.) 325
Turnover 2.0%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $4,552

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 562 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™: 6.2%


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 87.1 11 14 6.6 +0.4
FRI First Trust S&P REIT Index Fund 84.4 50 -25 6.1 -0.2
DFAR Dimensional US Real Estate ETF 81.2 19 6 6.8 +0.6
SCHH Schwab U.S. REIT ETF 80.5 7 18 6.9 +0.6
IYR iShares U.S. Real Estate ETF 75.6 40 -15 6.6 +0.4
VNQ Vanguard Real Estate ETF 74.3 13 12 6.5 +0.3
FREL Fidelity MSCI Real Estate Index ETF 72.8 8 17 6.7 +0.5
RWO SPDR Dow Jones Global Real Estate ETF 71.0 50 -25 6.0 -0.3
XLRE Real Estate Select Sector SPDR 69.0 8 17 6.9 +0.7
REET iShares Global REIT ETF 67.7 14 11 6.6 +0.4
ICF iShares Cohen & Steers REIT ETF 67.1 33 -8 7.0 +0.7
DFGR Dimensional Global Real Estate ETF 61.7 22 3 6.7 +0.5
JPRE JPMorgan Realty Income ETF 61.0 50 -25 6.5 +0.3
ERET iShares Environmentally Aware Real Estate ETF 60.2 30 -5 6.6 +0.3
AVRE Avantis Real Estate ETF 57.2 17 8 6.6 +0.3
PPTY US Diversified Real Estate ETF 57.2 53 -28 7.0 +0.8
FPRO Fidelity Real Estate Investment ETF 57.1 59 -34 5.8 -0.4
VGSR Vert Global Sustainable Real Estate ETF 56.9 47 -22 6.7 +0.5
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 51.7 40 -15 7.4 +1.1
RITA ETFB Green SRI REITs ETF 51.4 50 -25 5.2 -1.1
JRE Janus Henderson U.S. Real Estate ETF 49.8 65 -40 5.4 -0.9
PSR Invesco Active U.S. Real Estate Fund 48.6 35 -10 6.6 +0.4
REZ iShares Residential and Multisector Real Estate ETF 44.8 48 -23 5.5 -0.7
GQRE FlexShares Global Quality Real Estate Index Fund 44.5 45 -20 7.0 +0.8
BYRE Principal Real Estate Active Opportunities ETF 37.7 65 -40 6.7 +0.5
HAUS Residential REIT ETF 32.7 60 -35 3.7 -2.6
SPRE SP Funds S&P Global REIT Sharia ETF 30.5 55 -30 5.2 -1.1
NURE Nuveen Short-Term REIT ETF 27.0 35 -10 6.6 +0.4
IQRA IQ CBRE Real Assets ETF 24.9 65 -40 5.7 -0.6
INDS Pacer Industrial Real Estate ETF 23.2 55 -30 5.8 -0.5
DESK VanEck Office and Commercial REIT ETF 22.2 50 -25 12.7 +6.5
REAI Intelligent Real Estate ETF 22.2 59 -34 5.5 -0.8
HOMZ Hoya Capital Housing ETF 22.0 30 -5 9.9 +3.7
WTRE WisdomTree New Economy Real Estate Fund 21.0 58 -33 -0.3 -6.6
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 20.4 60 -35 5.4 -0.9
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 20.0 7 18 9.7 +3.5
BLDG Cambria Global Real Estate ETF 19.0 60 -35 10.5 +4.2
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 16.6 12 13 5.4 -0.8
SPLV Invesco S&P 500 Low Volatility ETF 16.1 25 0 4.9 -1.4
VRAI Virtus Real Asset Income ETF 16.0 55 -30 8.2 +1.9
XMLV Invesco S&P MidCap Low Volatility ETF 15.7 25 0 6.5 +0.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 14.5 10 15 3.8 -2.4
RDOG ALPS REIT Dividend Dogs ETF 13.6 35 -10 11.4 +5.2
BIBL Inspire 100 ETF 13.4 35 -10 4.1 -2.1
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 13.1 27 -2 6.2 -0.0
LVDS JPMorgan Fundamental Data Science Large Value ETF 12.3 49 -24 4.7 -1.6
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 11.5 30 -5 8.4 +2.2
PFI Invesco Dorsey Wright Financial Momentum ETF 11.1 60 -35 4.5 -1.7
NETL NETLease Corporate Real Estate ETF 10.8 60 -35 7.0 +0.8
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 10.3 80 -55 6.5 +0.3
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 9.3 41 -16 4.6 -1.7
SRVR Pacer Data & Infrastructure Real Estate ETF 9.3 55 -30 4.2 -2.1
DTCR Global X Data Center & Digital Infrastructure ETF 9.3 50 -25 3.6 -2.7
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 9.1 56 -31 6.8 +0.5
RIET Hoya Capital High Dividend Yield ETF 9.1 50 -25 13.5 +7.2
DON WisdomTree U.S. MidCap Dividend Fund 8.8 38 -13 7.9 +1.6
DEW WisdomTree Global High Dividend Fund 8.6 58 -33 7.0 +0.7
AGNG Global X Aging Population ETF 8.4 50 -25 4.2 -2.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 8.2 24 1 7.0 +0.7
STRN SMART Trend 25 ETF 8.1 59 -34 2.5 -3.7
VBR Vanguard Small Cap Value ETF 8.1 7 18 7.6 +1.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 7.8 20 5 5.5 -0.7
ONEY State Street SPDR Russell 1000 Yield Focus ETF 7.8 20 5 8.4 +2.1
PSCF Invesco S&P SmallCap Financials ETF 7.7 29 -4 7.9 +1.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 7.7 15 10 5.0 -1.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 7.5 18 7 6.7 +0.5
RJDI RJ Eagle Dividend Select Income ETF 7.5 55 -30 4.4 -1.8
IWN iShares Russell 2000 Value ETF 7.4 24 1 4.5 -1.7
VTWV Vanguard Russell 2000 Value ETF 7.3 10 15 4.7 -1.6
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 7.3 60 -35 4.2 -2.0
ISCV iShares Morningstar Small Cap Value ETF 7.2 6 19 7.4 +1.2
FVD First Trust Value Line Dividend Index Fund 7.2 65 -40 5.5 -0.8
ERTH Invesco MSCI Sustainable Future ETF 7.1 62 -37 3.3 -3.0
FCLD Fidelity Cloud Computing ETF 7.1 39 -14 3.1 -3.2
EQL Alps Equal Sector Weight ETF 7.0 25 0 5.1 -1.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 6.9 70 -45 4.6 -1.7
FNDA Schwab Fundamental US Small Co. Index ETF 6.9 25 0 5.9 -0.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 6.8 39 -14 3.4 -2.8
SIXL ETC 6 Meridian Low Beta Equity ETF 6.6 80 -55 5.7 -0.5
TXS Texas Capital Texas Equity Index ETF 6.6 49 -24 5.0 -1.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 6.6 29 -4 6.2 -0.0
FLDZ RiverNorth Patriot ETF 6.6 75 -50 5.7 -0.6
RDIV Invesco S&P Ultra Dividend Revenue ETF 6.6 39 -14 8.9 +2.7
CZA Invesco Zacks Mid-Cap ETF 6.6 72 -47 5.6 -0.7
EQAL Invesco Russell 1000 Equal Weight ETF 6.5 20 5 6.1 -0.2
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 6.5 60 -35 4.4 -1.9
FMKT The Free Markets ETF 6.4 76 -51 4.2 -2.0
SMOX Horizon Small/Mid Cap Core Equity ETF 6.2 75 -50 5.2 -1.1
IJJ iShares S&P Mid-Cap 400 Value ETF 6.2 18 7 7.7 +1.4
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 6.1 15 10 7.7 +1.5
STXM Strive Mid-Cap ETF 6.1 18 7 5.9 -0.3
XSLV Invesco S&P SmallCap Low Volatility ETF 6.1 25 0 7.0 +0.7
XJH iShares ESG Screened S&P Mid-Cap ETF 6.1 12 13 5.8 -0.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 6.1 4 21 16.8 +10.6
IWS iShares Russell Mid-Cap Value ETF 6.1 23 2 5.8 -0.4
MILN Global X Millennial Consumer ETF 6.1 50 -25 4.0 -2.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 6.0 10 15 7.7 +1.5
BLES Inspire Global Hope ETF 6.0 61 -36 5.7 -0.5
SPDV AAM S&P 500 High Dividend Value ETF 5.9 29 -4 10.4 +4.2
DIVG Invesco S&P 500 High Dividend Growers ETF 5.9 39 -14 7.1 +0.9
VB Vanguard Small-Cap ETF 5.9 5 20 5.1 -1.1
ISCB iShares Morningstar Small-Cap ETF 5.9 4 21 5.2 -1.0
SGRT SMART Earnings Growth 30 ETF 5.9 59 -34 2.6 -3.7
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 5.6 20 5 7.1 +0.8
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 5.5 15 10 6.0 -0.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 5.5 15 10 6.6 +0.4
MDY SPDR S&P Midcap 400 ETF Trust 5.5 23 2 5.8 -0.4
ULVM VictoryShares US Value Momentum ETF 5.5 20 5 5.9 -0.4
FDVV Fidelity High Dividend ETF 5.5 15 10 6.5 +0.3
FMET Fidelity Metaverse ETF 5.5 39 -14 4.4 -1.8
SMMD iShares Russell 2500 ETF 5.5 15 10 5.4 -0.9
XJR iShares ESG Screened S&P Small-Cap ETF 5.4 12 13 5.9 -0.3
NUMV Nuveen ESG Mid-Cap Value ETF 5.4 31 -6 5.3 -0.9
IJH iShares Core S&P Mid-Cap ETF 5.3 5 20 6.0 -0.3
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 5.3 3 22 6.0 -0.2
KBWY Invesco KBW Premium Yield Equity REIT ETF 5.3 35 -10 8.1 +1.9
IVOO Vanguard S&P Mid-Cap 400 ETF 5.3 7 18 6.0 -0.3
SCHM Schwab U.S. Mid-Cap ETF 5.2 4 21 5.8 -0.4
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 5.2 3 22 6.1 -0.1
VIOO Vanguard S&P Small-Cap 600 ETF 5.2 7 18 5.9 -0.3
IWR iShares Russell Midcap ETF 5.1 19 6 5.3 -1.0
IJR iShares Core S&P Small Cap ETF 5.1 6 19 6.1 -0.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 5.1 17 8 4.9 -1.4
PTL Inspire 500 ETF 5.1 9 16 4.5 -1.8
ABLD Abacus FCF Real Assets Leaders ETF 5.0 69 -44 6.8 +0.5
XOEF iShares S&P 500 ex S&P 100 ETF 5.0 20 5 4.6 -1.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 5.0 70 -45 2.1 -4.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.0 20 5 5.4 -0.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 4.9 24 1 5.8 -0.4
SLYV State Street SPDR S&P 600 Small Cap Value ETF 4.9 15 10 8.7 +2.4
VIOV Vanguard S&P Small-Cap 600 Value ETF 4.9 10 15 8.6 +2.4
IJS iShares S&P Small-Cap 600 Value ETF 4.8 18 7 8.6 +2.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 4.8 15 10 6.0 -0.3
SWP SWP Growth & Income ETF 4.8 99 -74 4.4 -1.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4.8 7 18 5.2 -1.1
ISCG iShares Morningstar Small-Cap Growth ETF 4.7 6 19 2.7 -3.5
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 4.7 15 10 3.5 -2.7
STXK Strive Small-Cap ETF 4.7 18 7 5.0 -1.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 4.7 10 15 3.5 -2.8
QDF FlexShares Quality Dividend Index Fund 4.6 37 -12 5.3 -1.0
BGRO iShares Large Cap Growth Active ETF 4.6 55 -30 2.0 -4.2
IJT iShares S&P Small-Cap 600 Growth ETF 4.6 18 7 3.5 -2.7
DES WisdomTree U.S. SmallCap Dividend Fund 4.6 38 -13 7.7 +1.5
RSP Invesco S&P 500 Equal Weight ETF 4.6 20 5 5.7 -0.5
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 4.5 40 -15 6.5 +0.3
JHSC John Hancock Multifactor Small Cap ETF 4.5 42 -17 5.8 -0.4
NUSC Nuveen ESG Small-Cap ETF 4.5 31 -6 4.8 -1.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 4.5 10 15 4.1 -2.1
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 4.5 15 10 4.1 -2.1
IJK iShares S&P Mid-Cap 400 Growth ETF 4.5 17 8 4.1 -2.2
SDY State Street SPDR S&P Dividend ETF 4.5 35 -10 5.9 -0.4
CVY Invesco Zacks Multi-Asset Income ETF 4.5 106 -81 9.7 +3.4
FSMD Fidelity Small-Mid Multifactor ETF 4.4 15 10 6.4 +0.2
BWEB Bitwise Web3 ETF 4.4 85 -60 -0.1 -6.3
BKSE BNY Mellon US Small Cap Core Equity ETF 4.4 4 21 15.1 +8.8
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 4.4 15 10 5.9 -0.3
RSSL Global X Russell 2000 ETF 4.3 8 17 2.6 -3.6
FNX First Trust Mid Cap Core AlphaDEX Fund 4.3 60 -35 6.1 -0.2
DTD WisdomTree U.S. Total Dividend Fund 4.3 28 -3 5.6 -0.7
VFMV Vanguard U.S. Minimum Volatility ETF 4.3 13 12 5.6 -0.6
WCEO Hypatia Women CEO ETF 4.2 85 -60 4.5 -1.8
IWM iShares Russell 2000 ETF 4.2 19 6 2.5 -3.7
MAGA Point Bridge America First ETF 4.1 72 -47 5.0 -1.2
UDI USCF Dividend Income Fund 4.1 65 -40 6.4 +0.1
ISMD Inspire Small/Mid Cap ETF 4.1 54 -29 4.8 -1.5
VOE Vanguard Mid-Cap Value ETF 4.1 7 18 6.5 +0.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 4.1 9 16 3.6 -2.7
BEEZ Honeytree U.S. Equity ETF 4.0 64 -39 3.7 -2.5
SCHA Schwab U.S. Small-Cap ETF 3.9 4 21 4.3 -1.9
FNK First Trust Mid Cap Value AlphaDEX Fund 3.9 70 -45 9.3 +3.0
RFDA RiverFront Dynamic US Dividend Advantage ETF 3.9 52 -27 5.0 -1.3
VXF Vanguard Extended Market ETF 3.9 5 20 3.7 -2.5
EZM WisdomTree U.S. MidCap Fund 3.9 38 -13 7.8 +1.6
VTWO Vanguard Russell 2000 ETF 3.8 7 18 2.7 -3.6
AFMC First Trust Active Factor Mid Cap ETF 3.8 65 -40 6.9 +0.6
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.8 25 0 7.4 +1.2
NOBL ProShares S&P 500 Dividend Aristocrats ETF 3.8 35 -10 10.7 +4.4
XMMO Invesco S&P MidCap Momentum ETF 3.8 34 -9 3.5 -2.8
SMLF iShares U.S. SmallCap Equity Factor ETF 3.7 15 10 4.9 -1.4
BDIV AAM Brentview Dividend Growth ETF 3.7 49 -24 3.6 -2.6
VO Vanguard Mid-Cap ETF 3.7 4 21 20.7 +14.5
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.7 60 -35 4.9 -1.4
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 3.7 12 13 3.2 -3.0
IMCV iShares Morningstar Mid-Cap Value ETF 3.7 6 19 6.7 +0.5
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.7 30 -5 7.4 +1.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.6 12 13 4.5 -1.7
FUNL CornerCap Fundametrics Large-Cap ETF 3.6 50 -25 6.4 +0.1
SIZE iShares MSCI USA Size Factor ETF 3.6 15 10 5.4 -0.9
OSCV Opus Small Cap Value ETF 3.6 79 -54 5.7 -0.6
CLOU Global X Cloud Computing ETF 3.6 68 -43 2.5 -3.7
JHMM John Hancock Multifactor Mid Cap ETF 3.5 42 -17 5.4 -0.8
FAB First Trust Multi Cap Value AlphaDEX Fund 3.5 67 -42 8.2 +2.0
EUSA iShares MSCI USA Equal Weighted ETF 3.5 9 16 5.4 -0.9
TBG TBG Dividend Focus ETF 3.5 59 -34 6.1 -0.2
FLQS Franklin U.S. Small Cap Multifactor Index ETF 3.5 35 -10 5.7 -0.5
TMFG Motley Fool Global Opportunities ETF 3.4 85 -60 3.8 -2.4
SDG iShares MSCI Global Sustainable Development Goals ETF 3.4 49 -24 4.6 -1.6
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 3.4 39 -14 2.2 -4.1
JPSV JPMorgan Active Small Cap Value ETF 3.4 74 -49 6.9 +0.7
VEGN US Vegan Climate ETF 3.4 60 -35 3.4 -2.8
WSML iShares MSCI World Small-Cap ETF 3.4 15 10 5.3 -0.9
CGDG Capital Group Dividend Growers ETF 3.3 47 -22 5.1 -1.2
IMCB iShares Morningstar Mid-Cap ETF 3.3 4 21 5.1 -1.2
DLN WisdomTree U.S. LargeCap Dividend Fund 3.3 28 -3 5.3 -0.9
FMDE Fidelity Enhanced Mid Cap ETF 3.3 23 2 5.3 -1.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.3 64 -39 1.3 -5.0
NIXT Research Affiliates Deletions ETF 3.3 9 16 6.2 -0.1
FYX First Trust Small Cap Core AlphaDEX Fund 3.2 61 -36 5.0 -1.2
VOT Vanguard Mid-Cap Growth ETF 3.2 7 18 3.1 -3.1
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 3.2 60 -35 6.6 +0.3
CHGX AXS Change Finance ESG ETF 3.2 49 -24 4.3 -1.9
ETHO Etho Climate Leadership U.S. ETF 3.2 47 -22 4.1 -2.1
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 3.1 60 -35 7.9 +1.7
USXF iShares ESG Advanced MSCI USA ETF 3.1 10 15 3.9 -2.4
QDEF FlexShares Quality Dividend Defensive Index Fund 3.1 37 -12 5.4 -0.9
SRET Global X SuperDividend REIT ETF 3.1 59 -34 12.2 +5.9
FYT First Trust Small Cap Value AlphaDEX Fund 3.1 73 -48 9.2 +2.9
SCHV Schwab U.S. Large-Cap Value ETF 3.1 4 21 5.5 -0.7
DIVL Madison Dividend Value ETF 3.1 65 -40 4.7 -1.5
PSC Principal U.S. Small-Cap ETF 3.1 38 -13 3.5 -2.7
GVUS Marketbeta Russell 1000 Value Equity ETF 3.0 12 13 5.2 -1.1
IWD iShares Russell 1000 Value ETF 3.0 19 6 5.1 -1.1
VONV Vanguard Russell 1000 Value ETF 3.0 7 18 5.2 -1.0
KONG Formidable Fortress ETF 3.0 89 -64 5.3 -1.0
CAML Congress Large Cap Growth ETF 3.0 66 -41 2.5 -3.7
IMCG iShares Morningstar Mid-Cap Growth ETF 2.9 6 19 3.3 -3.0
NXTG First Trust Indxx NextG ETF 2.9 70 -45 3.7 -2.6
JHDV John Hancock U.S. High Dividend ETF 2.9 34 -9 5.9 -0.4
JAVA JPMorgan Active Value ETF 2.9 44 -19 5.3 -0.9
USMV iShares MSCI USA Min Vol Factor ETF 2.8 15 10 5.3 -0.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.8 9 16 5.1 -1.1
SSPY Syntax Stratified LargeCap ETF 2.8 30 -5 6.0 -0.3
SIXG Defiance Connective Technologies ETF 2.8 30 -5 2.7 -3.5
BGIG Bahl & Gaynor Income Growth ETF 2.8 45 -20 4.4 -1.9
NULV Nuveen ESG Large-Cap Value ETF 2.8 26 -1 5.1 -1.1
VBK Vanguard Small-Cap Growth ETF 2.8 7 18 1.3 -5.0
TEXN iShares Texas Equity ETF 2.8 20 5 5.2 -1.0
IGPT Invesco AI and Next Gen Software ETF 2.8 60 -35 2.6 -3.7
IUSV iShares Core S&P US Value ETF 2.7 4 21 5.7 -0.5
BUYZ Franklin Disruptive Commerce ETF 2.7 50 -25 2.5 -3.7
ISHP First Trust Nasdaq Retail ETF 2.7 60 -35 5.4 -0.9
NUDV Nuveen ESG Dividend ETF 2.7 26 -1 6.0 -0.3
DEUS Xtrackers Russell US Multifactor ETF 2.7 17 8 6.3 +0.0
REVS Columbia Research Enhanced Value ETF 2.7 19 6 6.4 +0.2
FTC First Trust Large Cap Growth AlphaDEX Fund 2.7 59 -34 1.8 -4.4
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 2.7 20 5 5.9 -0.4
FPX First Trust US Equity Opportunities ETF 2.6 61 -36 0.8 -5.4
HDUS Hartford Disciplined US Equity ETF 2.6 19 6 4.8 -1.5
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 2.6 55 -30 8.5 +2.2
YLDE ClearBridge Dividend Strategy ESG ETF 2.6 60 -35 5.1 -1.1
YALL God Bless America ETF 2.6 65 -40 4.6 -1.6
FEX First Trust Large Cap Core AlphaDEX Fund 2.6 59 -34 4.9 -1.3
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.6 75 -50 1.9 -4.3
BEEX BeeHive ETF 2.6 84 -59 3.8 -2.5
JPEF JPMorgan Equity Focus ETF 2.6 50 -25 3.9 -2.4
QUVU Hartford Quality Value ETF 2.6 46 -21 5.3 -1.0
IVE iShares S&P 500 Value ETF 2.5 18 7 5.5 -0.8
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.5 4 21 5.6 -0.7
VOOV Vanguard S&P 500 Value ETF 2.5 7 18 5.6 -0.7
ASLV Allspring Special Large Value ETF 2.5 35 -10 5.1 -1.2
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.4 35 -10 6.2 -0.0
SPXT ProShares S&P 500 Ex-Technology ETF 2.4 9 16 4.9 -1.4
VLU State Street SPDR S&P 1500 Value Tilt ETF 2.4 12 13 6.1 -0.1
FCPI Fidelity Stocks for Inflation ETF 2.4 15 10 5.9 -0.3
STXD Strive 1000 Dividend Growth ETF 2.4 35 -10 4.4 -1.9
FLQL Franklin LibertyQ U.S. Equity ETF 2.4 15 10 4.6 -1.6
BEDZ AdvisorShares Hotel ETF 2.3 100 -75 4.8 -1.4
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 2.3 47 -22 5.0 -1.3
GLBL Pacer MSCI World Industry Advantage ETF 2.3 65 -40 3.5 -2.8
RFFC ALPS Active Equity Opportunity ETF 2.3 48 -23 3.7 -2.5
JEPI JPMorgan Equity Premium Income ETF 2.3 35 -10 5.1 -1.2
FTA First Trust Large Cap Value AlphaDEX Fund 2.3 59 -34 7.3 +1.1
FELV Fidelity Enhanced Large Cap Value ETF 2.3 18 7 5.3 -0.9
XMAG Defiance Large Cap ex-Mag 7 ETF 2.3 35 -10 4.3 -2.0
ROSC Hartford Multifactor Small Cap ETF 2.3 34 -9 6.8 +0.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.2 10 15 4.3 -1.9
STXV Strive 1000 Value ETF 2.2 18 7 6.6 +0.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.2 15 10 4.2 -2.0
SAMT Strategas Macro Thematic Opportunities ETF 2.2 65 -40 2.4 -3.8
ESGV Vanguard ESG U.S. Stock ETF 2.2 9 16 4.2 -2.0
DIVB iShares Core Dividend ETF 2.2 5 20 6.6 +0.3
GSPY Gotham Enhanced 500 ETF 2.2 50 -25 4.4 -1.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.2 18 7 5.1 -1.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.2 20 5 3.8 -2.4
DSI iShares MSCI KLD 400 Social ETF 2.2 25 0 4.3 -2.0
RBLD First Trust Alerian US NextGen Infrastructure ETF 2.1 65 -40 3.9 -2.4
SMDV ProShares Russell 2000 Dividend Growers ETF 2.1 40 -15 6.5 +0.3
IWP iShares Russell Mid-Cap Growth ETF 2.1 23 2 3.0 -3.3
MNZL Manzil Russell Halal USA Broad MarketETF 2.1 40 -15 3.8 -2.5
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.1 19 6 4.9 -1.4
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 2.0 5 20 7.4 +1.2
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.0 50 -25 8.1 +1.8
AUSF Global X Adaptive U.S. Factor ETF 2.0 27 -2 7.8 +1.6
FEGE First Eagle Global Equity ETF 2.0 79 -54 6.1 -0.2
NULC Nuveen ESG Large-Cap ETF 2.0 21 4 4.0 -2.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.0 9 16 4.3 -2.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.0 30 -5 3.8 -2.5
ADME Aptus Drawdown Managed Equity ETF 2.0 79 -54 3.4 -2.8
WTV WisdomTree US Value ETF 2.0 12 13 7.6 +1.3
FDMO Fidelity Momentum Factor ETF 2.0 15 10 2.5 -3.7
PRXV Praxis Impact Large Cap Value ETF 1.9 36 -11 5.3 -0.9
DSPY Tema S&P 500 Historical Weight ETF 1.9 18 7 4.4 -1.9
DAK Dakota Active Equity ETF 1.9 43 -18 3.8 -2.5
KLMN Invesco MSCI North America Climate ETF 1.9 9 16 4.4 -1.9
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.8 12 13 3.9 -2.4
SUSA iShares MSCI USA ESG Select ETF 1.8 25 0 4.0 -2.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.8 32 -7 3.9 -2.3
KNCT Invesco Next Gen Connectivity ETF 1.8 40 -15 3.1 -3.2
TOPC iShares S&P 500 3% Capped ETF 1.8 15 10 4.4 -1.9
VTI Vanguard Total Stock Market ETF 1.8 3 22 4.2 -2.1
VTV Vanguard Value ETF 1.8 4 21 5.6 -0.6
IWV iShares Russell 3000 ETF 1.8 20 5 4.1 -2.2
ICAP InfraCap Equity Income Fund ETF 1.8 171 -146 4.5 -1.7
DIV Global X SuperDividend US ETF 1.8 45 -20 9.4 +3.1
IWX iShares Russell Top 200 Value ETF 1.8 20 5 4.8 -1.5
VTHR Vanguard Russell 3000 ETF 1.8 7 18 4.2 -2.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.8 25 0 4.9 -1.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.8 3 22 4.2 -2.1
FDLO Fidelity Low Volatility Factor ETF 1.8 15 10 4.8 -1.4
SCHB Schwab U.S. Broad Market ETF 1.8 3 22 4.3 -2.0
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.8 3 22 4.4 -1.8
TMDV ProShares Russell US Dividend Growers ETF 1.8 35 -10 6.0 -0.3
USMF WisdomTree U.S. Multifactor Fund 1.8 28 -3 6.6 +0.3
SNPE Xtrackers S&P 500 ESG ETF 1.7 10 15 4.4 -1.8
PRF Invesco FTSE RAFI US 1000 ETF 1.7 34 -9 5.5 -0.7
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.7 29 -4 6.6 +0.3
JVAL JPMorgan U.S. Value Factor ETF 1.7 12 13 6.7 +0.4
IWB iShares Russell 1000 ETF 1.7 15 10 4.2 -2.0
XVV iShares ESG Screened S&P 500 ETF 1.7 8 17 4.2 -2.1
VONE Vanguard Russell 1000 ETF 1.7 7 18 4.3 -2.0
SCHK Schwab 1000 Index ETF 1.7 5 20 4.3 -1.9
WOMN Impact Shares YWCA Women's Empowerment ETF 1.7 75 -50 4.8 -1.4
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.7 70 -45 3.9 -2.4
JHML John Hancock Multifactor Large Cap ETF 1.7 29 -4 4.5 -1.8
IYY iShares Dow Jones U.S. ETF 1.7 20 5 4.1 -2.1
EGUS iShares ESG Aware MSCI USA Growth ETF 1.7 18 7 3.1 -3.1
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.7 60 -35 9.3 +3.1
EVUS iShares ESG Aware MSCI USA Value ETF 1.6 18 7 5.5 -0.7
PFM Invesco Dividend Achievers ETF 1.6 53 -28 4.6 -1.6
SCHX Schwab U.S. Large-Cap ETF 1.6 3 22 4.3 -1.9
EES WisdomTree U.S. SmallCap Fund 1.6 38 -13 7.5 +1.3
DHS WisdomTree U.S. High Dividend Fund 1.6 38 -13 7.8 +1.6
HAPI Harbor Human Capital Factor US Large Cap ETF 1.6 36 -11 4.2 -2.1
SIXS ETC 6 Meridian Small Cap Equity ETF 1.6 89 -64 7.4 +1.1
FNDB Schwab Fundamental US Broad Market Index ETF 1.6 25 0 6.0 -0.2
SPXV ProShares S&P 500 Ex-Health Care ETF 1.6 9 16 4.0 -2.3
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.6 20 5 4.0 -2.2
DEMZ Democratic Large Cap Core ETF 1.6 45 -20 3.8 -2.4
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.6 20 5 4.3 -1.9
TMFS Motley Fool Small-Cap Growth ETF 1.6 85 -60 1.2 -5.1
CATH Global X S&P 500 Catholic Values Custom ETF 1.6 29 -4 4.1 -2.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.6 11 14 4.2 -2.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.5 20 5 4.2 -2.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.5 8 17 4.5 -1.8
SPYM State Street SPDR Portfolio S&P 500 ETF 1.5 2 23 4.3 -2.0
CHRI Global X S&P 500 Christian Values ETF 1.5 29 -4 4.0 -2.2
SPY SPDR S&P 500 ETF 1.5 9 16 4.2 -2.0
IVV iShares Core S&P 500 ETF 1.5 3 22 4.3 -2.0
JOET Virtus Terranova US Quality Momentum ETF 1.5 29 -4 3.8 -2.5
STXG Strive 1000 Growth ETF 1.5 18 7 3.3 -2.9
VOO Vanguard S&P 500 ETF 1.5 3 22 4.3 -2.0
NULG Nuveen ESG Large-Cap Growth ETF 1.5 26 -1 2.9 -3.3
FVAL Fidelity Value Factor ETF 1.5 15 10 5.9 -0.4
FQAL Fidelity Quality Factor ETF 1.5 15 10 4.9 -1.4
QUAL iShares MSCI USA Quality Factor ETF 1.5 15 10 4.4 -1.8
SPXE ProShares S&P 500 Ex-Energy ETF 1.5 9 16 4.1 -2.1
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.5 40 -15 3.1 -3.2
SUSL iShares ESG MSCI USA Leaders ETF 1.5 10 15 4.3 -1.9
JMOM JPMorgan U.S. Momentum Factor ETF 1.5 12 13 3.4 -2.9
LOWV AB US Low Volatility Equity ETF 1.5 48 -23 4.4 -1.9
STOX Horizon Core Equity ETF 1.5 70 -45 3.6 -2.6
MTUM iShares MSCI USA Momentum Factor ETF 1.5 15 10 2.4 -3.8
AFSM First Trust Active Factor Small Cap ETF 1.5 75 -50 5.5 -0.8
FDWM Fidelity Women's Leadership ETF 1.5 59 -34 3.9 -2.3
LRGC AB US Large Cap Strategic Equities ETF 1.5 48 -23 3.8 -2.4
MCDS JPMorgan Fundamental Data Science Mid Core ETF 1.5 35 -10 4.8 -1.5
GOP Unusual Whales Subversive Republican Trading ETF 1.5 50 -25 4.2 -2.0
SFTY Horizon Managed Risk ETF 1.5 77 -52 3.5 -2.7
DGT State Street SPDR Global Dow ETF 1.5 50 -25 5.6 -0.6
BLCV iShares Large Cap Value Active ETF 1.5 53 -28 6.0 -0.2
VLUE iShares MSCI USA Value Factor ETF 1.5 15 10 6.1 -0.1
MDLV Morgan Dempsey Large Cap Value ETF 1.5 58 -33 5.7 -0.5
RAFE PIMCO RAFI ESG U.S. ETF 1.5 29 -4 6.0 -0.3
JQUA JPMorgan U.S. Quality Factor ETF 1.5 12 13 4.9 -1.3
SFYF SoFi Social 50 ETF 1.4 29 -4 0.8 -5.4
FYC First Trust Small Cap Growth AlphaDEX Fund 1.4 71 -46 -0.6 -6.9
ILCG iShares Morningstar Growth ETF 1.4 4 21 3.2 -3.0
FDRR Fidelity Dividend ETF for Rising Rates 1.4 15 10 5.6 -0.6
HGRO Hedgeye Quality Growth ETF 1.4 70 -45 3.5 -2.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.4 7 18 4.5 -1.8
RAUS RACWI US ETF 1.4 15 10 4.2 -2.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.4 10 15 4.3 -1.9
ROUS Hartford Multifactor US Equity ETF 1.4 19 6 5.4 -0.9
CGUS Capital Group Core Equity ETF 1.4 33 -8 3.6 -2.7
SPGP Invesco S&P 500 GARP ETF 1.4 34 -9 5.6 -0.6
QUS State Street SPDR MSCI USA StrategicFactors ETF 1.4 15 10 5.0 -1.2
ILCB iShares Morningstar U.S. Equity ETF 1.4 3 22 4.2 -2.1
QLV FlexShares US Quality Low Volatility Index Fund 1.4 22 3 5.0 -1.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.4 75 -50 3.1 -3.1
GLRY Inspire Faithward Mid Cap Momentum ETF 1.4 80 -55 3.8 -2.5
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.4 80 -55 5.4 -0.8
MGK Vanguard Mega Cap Growth ETF 1.4 7 18 18.1 +11.9
GXLC Global X U.S. 500 ETF 1.4 2 23 4.1 -2.1
ENHU iShares Enhanced Large Cap Core Active ETF 1.4 22 3 4.2 -2.1
CVAR Cultivar ETF 1.4 87 -62 7.0 +0.7
SCDS JPMorgan Fundamental Data Science Small Core ETF 1.4 40 -15 3.5 -2.7
FESM Fidelity Enhanced Small Cap ETF 1.3 28 -3 2.1 -4.1
PBUS Invesco MSCI USA ETF 1.3 4 21 4.3 -2.0
YOKE Yoke Core ETF 1.3 42 -17 3.7 -2.5
ILCV iShares Morningstar Value ETF 1.3 4 21 5.2 -1.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.3 2 23 4.2 -2.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.3 39 -14 6.9 +0.7
TOV JLens 500 Jewish Advocacy U.S. ETF 1.3 18 7 4.0 -2.3
QVML Invesco S&P 500 QVM Multi-factor ETF 1.3 11 14 4.4 -1.9
VV Vanguard Large-Cap ETF 1.3 4 21 4.2 -2.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.3 14 11 4.2 -2.0
VOTE TCW Transform 500 ETF 1.3 5 20 4.2 -2.1
BKLC BNY Mellon US Large Cap Core Equity ETF 1.3 0 25 12.6 +6.4
SVAL iShares US Small Cap Value Factor ETF 1.3 20 5 6.9 +0.6
XDAT Franklin Exponential Data ETF 1.3 50 -25 1.3 -5.0
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 15 5.0 -1.3
ESGU iShares ESG Aware MSCI USA ETF 1.2 15 10 4.2 -2.0
QLC FlexShares US Quality Large Cap Index Fund 1.2 25 0 4.5 -1.7
ACVF American Conservative Values ETF 1.2 75 -50 3.8 -2.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.2 7 18 4.2 -2.1
TMFX Motley Fool Next Index ETF 1.2 50 -25 2.9 -3.4
SFY SoFi Select 500 ETF 1.2 0 25 3.8 -2.4
GDIV Harbor Dividend Growth Leaders ETF 1.2 50 -25 3.9 -2.3
APUE ActivePassive U.S. Equity ETF 1.2 45 -20 4.0 -2.3
RVRB Reverb ETF 1.2 30 -5 3.6 -2.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.2 45 -20 3.7 -2.5
NACP Impact Shares NAACP Minority Empowerment ETF 1.2 49 -24 3.7 -2.5
SNPG Xtrackers S&P 500 Growth ESG ETF 1.2 15 10 4.1 -2.2
AFLG First Trust Active Factor Large Cap ETF 1.2 55 -30 5.0 -1.2
FNDX Schwab Fundamental US Large Co. Index ETF 1.2 25 0 6.1 -0.2
DBSC Deepwater Beachfront Small Cap ETF 1.2 85 -60 1.2 -5.1
RECS Columbia Research Enhanced Core ETF 1.1 15 10 5.3 -1.0
PY Principal Value ETF 1.1 15 10 6.9 +0.6
VT Vanguard Total World Stock ETF 1.1 6 19 5.1 -1.2
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.1 25 0 4.2 -2.0
JGLO JPMorgan Global Select Equity ETF 1.1 33 -8 4.3 -1.9
FFND Future Fund Active ETF 1.1 100 -75 4.4 -1.9
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.1 30 -5 13.1 +6.8
RFV Invesco S&P Midcap 400 Pure Value ETF 1.1 35 -10 10.7 +4.5
IWO iShares Russell 2000 Growth ETF 1.1 24 1 0.5 -5.8
TOK iShares MSCI Kokusai ETF 1.1 26 -1 4.3 -1.9
ROE Astoria US Quality Kings ETF 1.1 49 -24 5.3 -1.0
ASCE Allspring SMID Core ETF 1.1 38 -13 2.9 -3.3
PRAY FIS Christian Stock Fund 1.1 69 -44 4.1 -2.2
FLRG Fidelity U.S. Multifactor ETF 1.1 15 10 5.9 -0.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.1 29 -4 5.5 -0.7
KOKU Xtrackers MSCI Kokusai Equity ETF 1.1 9 16 4.4 -1.8
DTEC ALPS Disruptive Technologies ETF 1.0 50 -25 3.6 -2.6
CGDV Capital Group Dividend Value ETF 1.0 33 -8 3.8 -2.4
URTH iShares MSCI World ETF 1.0 24 1 4.4 -1.9
LRGF iShares U.S. Equity Factor ETF 1.0 8 17 4.6 -1.6
EQWL Invesco S&P 100 Equal Weight ETF 1.0 25 0 5.3 -0.9
AIPO Defiance AI & Power Infrastructure ETF 1.0 69 -44 0.9 -5.4
RWK Invesco S&P MidCap 400 Revenue ETF 1.0 39 -14 7.5 +1.3
PRXG Praxis Impact Large Cap Growth ETF 1.0 36 -11 3.3 -3.0
IPO Renaissance IPO ETF 1.0 60 -35 1.7 -4.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.0 30 -5 3.7 -2.5
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -50 5.8 -0.5
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.0 35 -10 4.6 -1.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.0 9 16 4.4 -1.9
FTCE First Trust New Constructs Core Earnings Leaders ETF 1.0 60 -35 4.6 -1.7
VUG Vanguard Growth ETF 1.0 4 21 21.6 +15.4
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.0 30 -5 4.1 -2.2
SPMO Invesco S&P 500 Momentum ETF 0.9 13 12 3.0 -3.2
ACWI iShares MSCI ACWI ETF 0.9 32 -7 4.7 -1.5
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 0.9 49 -24 7.7 +1.4
RPG Invesco S&P 500 Pure Growth ETF 0.9 35 -10 2.7 -3.5
VTWG Vanguard Russell 2000 Growth ETF 0.9 10 15 0.6 -5.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.9 9 16 4.9 -1.3
HAPS Harbor Human Capital Factor US Small Cap ETF 0.9 60 -35 3.2 -3.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 5 4.8 -1.5
OEI Optimized Equity Income ETF 0.9 75 -50 3.6 -2.6
WDIV SPDR S&P Global Dividend ETF 0.9 40 -15 8.9 +2.6
IUSG iShares Core S&P U.S. Growth ETF 0.9 4 21 3.2 -3.0
BGDV Bahl & Gaynor Dividend ETF 0.9 45 -20 3.9 -2.4
IWL iShares Russell Top 200 ETF 0.9 15 10 4.0 -2.3
FDFF Fidelity Disruptive Finance ETF 0.8 50 -25 5.2 -1.1
MGC Vanguard Mega Cap ETF 0.8 7 18 4.0 -2.3
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -50 4.5 -1.7
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.8 38 -13 4.9 -1.3
OPTZ Optimize Strategy Index ETF 0.8 50 -25 3.5 -2.8
ZECP Zacks Earnings Consistent Portfolio ETF 0.8 55 -30 4.1 -2.2
MFMO Motley Fool Momentum Factor ETF 0.8 50 -25 2.1 -4.1
MBOX Freedom Day Dividend ETF 0.7 39 -14 6.5 +0.3
JSML Janus Henderson Small Cap Growth Alpha ETF 0.7 30 -5 2.6 -3.6
RAYD Rayliant Quantitative Developed Market Equity ETF 0.7 80 -55 3.5 -2.8
SDIV Global X Superdividend ETF 0.7 58 -33 13.7 +7.5
DVND Touchstone Dividend Select ETF 0.7 67 -42 5.2 -1.0
RPV Invesco S&P 500 Pure Value ETF 0.7 35 -10 8.4 +2.2
HLAL Wahed FTSE USA Shariah ETF 0.7 50 -25 3.7 -2.5
FSST Fidelity Sustainable U.S. Equity ETF 0.7 59 -34 3.6 -2.7
QWLD SPDR MSCI World StrategicFactors ETF 0.7 30 -5 5.1 -1.1
CSMD Congress SMid Growth ETF 0.7 69 -44 3.6 -2.7
VOOG Vanguard S&P 500 Growth ETF 0.7 7 18 19.4 +13.1
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.7 4 21 3.2 -3.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.7 29 -4 4.0 -2.2
IVW iShares S&P 500 Growth ETF 0.7 18 7 3.1 -3.2
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.7 35 -10 6.7 +0.4
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.7 43 -18 4.8 -1.5
TMFC Motley Fool 100 Index ETF 0.7 50 -25 3.1 -3.2
MGV Vanguard Mega Cap Value ETF 0.7 7 18 5.2 -1.0
AIEQ AI Powered Equity ETF 0.6 75 -50 3.7 -2.5
SGLC SGI U.S. Large Cap Core ETF 0.6 85 -60 3.7 -2.6
CGGR Capital Group Growth ETF 0.6 39 -14 2.7 -3.5
SPVM Invesco S&P 500 Value with Momentum ETF 0.6 39 -14 6.1 -0.2
EPS WisdomTree U.S. LargeCap Fund 0.6 8 17 4.8 -1.5
FELC Fidelity Enhanced Large Cap Core ETF 0.6 18 7 4.4 -1.9
FBCG Fidelity Blue Chip Growth ETF 0.6 59 -34 2.3 -3.9
RWL Invesco S&P 500 Revenue ETF 0.6 39 -14 5.6 -0.6
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.6 25 0 10.7 +4.4
MFVL Motley Fool Value Factor ETF 0.6 50 -25 5.6 -0.6
VSLU Applied Finance Valuation Large Cap ETF 0.6 49 -24 4.9 -1.3
PDP Invesco Dorsey Wright Momentum ETF 0.5 62 -37 1.6 -4.6
RCGE RockCreek Global Equality ETF 0.5 95 -70 5.8 -0.4
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -54 4.1 -2.2
ACWV iShares MSCI Global Min Vol Factor ETF 0.5 20 5 5.7 -0.6
SCHG Schwab U.S. Large-Cap Growth ETF 0.5 4 21 3.4 -2.8
WSGE Warren Street Global Equity ETF 0.5 80 -55 2.9 -3.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.5 60 -35 6.2 -0.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.5 19 6 5.0 -1.2
SNPV Xtrackers S&P 500 Value ESG ETF 0.5 15 10 5.3 -0.9
FFLC Fidelity Fundamental Large Cap Core ETF 0.4 38 -13 3.9 -2.3
MGMT Ballast Small/Mid Cap ETF 0.4 110 -85 7.3 +1.0
GINN Goldman Sachs Innovate Equity ETF 0.4 52 -27 3.8 -2.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.4 25 0 5.4 -0.8
XMVM Invesco S&P MidCap Value with Momentum ETF 0.4 39 -14 7.0 +0.8
GQI Natixis Gateway Quality Income ETF 0.4 34 -9 4.6 -1.6
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 4 3.0 -3.2
WLDR Affinity World Leaders Equity ETF 0.4 67 -42 5.7 -0.6
ESGG FlexShares STOXX Global ESG Select Index Fund 0.3 42 -17 4.0 -2.2
IEDI iShares U.S. Consumer Focused ETF 0.3 18 7 5.3 -0.9
IETC iShares U.S. Tech Independence Focused ETF 0.3 18 7 3.3 -2.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.3 65 -40 4.8 -1.5
CSD Invesco S&P Spin-Off ETF 0.3 65 -40 3.6 -2.6
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.3 35 -10 2.9 -3.4
VONG Vanguard Russell 1000 Growth ETF 0.2 7 18 3.9 -2.4
IWF iShares Russell 1000 Growth ETF 0.2 19 6 15.5 +9.2
INRO iShares U.S. Industry Rotation Active ETF 0.2 42 -17 3.6 -2.6
IUS Invesco RAFI Strategic US ETF 0.2 19 6 5.4 -0.8
PKW Invesco Buyback Achievers ETF 0.2 62 -37 7.0 +0.8
GLOF iShares Global Equity Factor ETF 0.2 20 5 5.6 -0.6
GEW Cambria Global EW ETF 0.2 29 -4 5.4 -0.9
IWC iShares Micro-Cap ETF 0.2 60 -35 -1.3 -7.6
DIVE Dana Concentrated Dividend ETF 0.2 65 -40 6.7 +0.4
USEW Cambria US EW ETF 0.2 30 -5 4.1 -2.1
FFF Founders 100 ETF 0.2 75 -50 2.6 -3.6
OEF iShares S&P 100 ETF 0.2 20 5 3.9 -2.3
QGRO American Century U.S. Quality Growth ETF 0.2 29 -4 4.1 -2.2
SMCF Themes US Small Cap Cash Flow Champions ETF 0.2 29 -4 9.3 +3.1
CALF Pacer US Small Cap Cash Cows 100 ETF 0.2 59 -34 8.5 +2.2
XSMO Invesco S&P SmallCap Momentum ETF 0.2 39 -14 3.6 -2.7
AQLT iShares MSCI Global Quality Factor ETF 0.1 18 7 0.0 -6.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.1 12 13 3.7 -2.5
VALQ American Century U.S. Quality Value ETF 0.1 29 -4 7.1 +0.8
SFGV Sequoia Global Value ETF 0.0 23 2 7.0 +0.7
IWY iShares Russell Top 200 Growth ETF 0.0 20 5 3.9 -2.4
EBI Longview Advantage ETF 0.0 35 -10 5.9 -0.4

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

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RESULTS & ESTIMATES

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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

Content on this tab for subscribers only

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 2.3 x
Less: Expense ratio 25 bp
Equals: ALTAR Score 6.2 %
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.