SPDR Dow Jones REIT ETF
ALTAR
Score™		 6.4% info Recommen-
dation		 NEUTRAL
2022E    2023E
P/E
ratio		 16.3x P/Sales
ratio		 7.0x
P/BV
ratio		 2.2x Div.
yield		 3.8%


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

FUND BASICS
Category US Equities
Fund Sponsor SSGA Funds Management Inc
Website www.spdrs.com
Inception date Apr 23, 2001
Assets (mns) $1,642
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 109
Wgt avg mkt cap (mns) $29,246
Large cap (>$10bn) 72.7%
Mid cap ($2-10bn) 21.9%
Small cap (<$2bn) 5.4%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
PROLOGIS INC 12.1 %
EQUINIX INC 7.1 %
PUBLIC STORAGE 4.9 %
REALTY INCOME CORP 4.4 %
SIMON PROPERTY GROUP INC 4.3 %
WELLTOWER, INC. 3.7 %
DIGITAL REALTY TRUST INC 3.3 %
AVALONBAY COMMUNITIES INC 2.5 %
ALEXANDRIA REAL ESTATE EQUIT 2.5 %
EQUITY RESIDENTIAL 2.2 %
Total 46.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 98.1 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-25.9% -26.2% 2.3% 5.5% 8.3%

Market Correlations
versus... Beta R-squared
S&P500 1.03 80%
MSCI EAFE 1.00 72%
MSCI Emg. Mkts. 0.76 46%

Technical Indicators
Recent close $94.61
30d moving avg. $89.93
Annualized volatility 24.4%
Short interest (ETF) 3.8%
Short interest (Underlying) 3.1%
Relative strength (RSI) 55

Liquidity measures
Avg. volume (thou.) 204
Turnover 1.2%
Bid/Ask (% of price) 0.05%
ADV underlying (mns) $4,925

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 524 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™: 6.4%


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
(%)
FRI First Trust S&P REIT Index Fund 90.6 50 -25 6.3 -0.2
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 90.0 11 14 6.6 +0.2
USRT iShares Core U.S. REIT ETF 89.8 8 17 6.7 +0.2
DFAR Dimensional US Real Estate ETF 75.7 19 6 6.3 -0.1
SCHH Schwab U.S. REIT ETF 73.6 7 18 6.4 +0.0
FREL Fidelity MSCI Real Estate Index ETF 69.5 84 -59 5.6 -0.8
RWO SPDR Dow Jones Global Real Estate ETF 67.5 50 -25 6.0 -0.5
XLRE The Real Estate Select Sector SPDR Fund 66.4 10 15 6.0 -0.4
IYR iShares U.S. Real Estate ETF 66.2 39 -14 6.2 -0.2
REET iShares Global REIT ETF 65.3 14 11 6.2 -0.2
ICF iShares Cohen & Steers REIT ETF 64.6 32 -7 5.7 -0.7
VNQ Vanguard REIT Index Fund 61.8 12 13 6.5 +0.0
PPTY PPTY-U.S. Diversified Real Estate ETF 59.3 49 -24 6.3 -0.1
JPRE JPMorgan Realty Income ETF 56.6 50 -25 5.7 -0.7
AVRE Avantis Real Estate ETF 52.3 17 8 6.0 -0.5
EWRE Invesco S&P 500 Equal Weight Real Estate ETF 50.5 40 -15 6.5 +0.1
ROOF IQ US Real Estate Small Cap ETF 49.3 60 -35 4.8 -1.6
PSR Invesco Active U.S. Real Estate Fund 48.5 35 -10 5.8 -0.6
FPRO Fidelity Real Estate Investment ETF 48.3 59 -34 5.4 -1.1
RITA ETFB Green SRI REITs ETF 41.8 50 -25 4.7 -1.8
REZ iShares Residential Real Estate Capped ETF 37.8 48 -23 5.6 -0.9
GQRE FlexShares Global Quality Real Estate Index Fund 36.9 45 -20 6.5 +0.1
SPRE SP Funds S&P Global REIT Sharia ETF 36.9 69 -44 4.3 -2.1
IVRA Invesco Real Assets ESG ETF 34.6 59 -34 5.9 -0.5
JRE Janus Henderson U.S. Real Estate ETF 33.2 65 -40 5.1 -1.4
NURE Nuveen Short-Term REIT ETF 31.7 35 -10 5.2 -1.2
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 29.1 75 -50 3.0 -3.5
HAUS Home Appreciation U.S. REIT ETF 25.6 60 -35 5.4 -1.0
INDS Pacer Benchmark Industrial Real Estate SCTR ETF 25.5 60 -35 4.8 -1.7
WTRE WisdomTree New Economy Real Estate Fund 23.8 58 -33 4.3 -2.1
DTRE Alerian Disruptive Technology Real Estate ETF 21.6 60 -35 5.4 -1.1
HOMZ Hoya Capital Housing ETF 21.6 30 -5 9.9 +3.5
DRW WisdomTree Global ex-US Real Estate Fund 20.9 58 -33 3.6 -2.8
RESI Kelly Residential & Apartment Real Estate ETF 18.7 68 -43 4.8 -1.6
VRAI Virtus Real Asset Income ETF 17.7 55 -30 7.2 +0.7
BLDG Cambria Global Real Estate ETF 17.0 59 -34 8.1 +1.7
RIET Hoya Capital High Dividend Yield ETF 15.3 50 -25 10.4 +3.9
RDOG ALPS REIT Dividend Dogs ETF 15.2 35 -10 10.2 +3.8
BIBL Inspire ETF 13.8 35 -10 5.4 -1.1
BLLD JPMorgan Sustainable Infrastructure ETF 11.6 49 -24 4.6 -1.8
NETL NETLease Corporate Real Estate ETF 11.5 60 -35 7.2 +0.8
VPN Global X Data Center REITs & Digital Infrastructure ETF 10.4 50 -25 6.1 -0.3
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF 10.4 60 -35 5.8 -0.7
SPYD SPDR S&P 500 High Dividend ETF 10.2 7 18 10.8 +4.4
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 9.6 69 -44 7.5 +1.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 9.5 80 -55 6.6 +0.2
IJJ iShares S&P Mid-Cap 400 Value ETF 8.8 18 7 7.8 +1.4
MDYV SPDR S&P 400 Mid Cap Value ETF 8.8 15 10 7.9 +1.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 8.5 15 10 8.0 +1.6
VTWV Vanguard Russell 2000 Value Index Fund 8.5 15 10 5.9 -0.5
DON WisdomTree U.S. MidCap Dividend Fund 8.5 38 -13 8.5 +2.1
IWN iShares Russell 2000 Value ETF 8.5 23 2 5.8 -0.6
IWS iShares Russell Mid-Cap Value ETF 8.4 23 2 7.0 +0.6
NUMV Nuveen ESG Mid-Cap Value ETF 8.2 30 -5 8.9 +2.5
LVHD Legg Mason Low Volatility High Dividend ETF 7.8 27 -2 8.0 +1.6
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 7.8 30 -5 9.3 +2.9
FLDZ RiverNorth Volition America Patriot ETF 7.7 70 -45 5.6 -0.8
VOE Vanguard Mid-Cap Value Index Fund 7.7 7 18 8.0 +1.6
ICAP InfraCap Equity Income Fund ETF 7.5 80 -55 9.2 +2.8
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 7.4 60 -35 7.8 +1.4
KBWY Invesco KBW Premium Yield Equity REIT ETF 7.3 35 -10 11.6 +5.1
PY Principal Shareholder Yield Index ETF 7.3 15 10 7.7 +1.3
BOSS Global X Founder-Run Companies ETF 7.2 45 -20 2.7 -3.7
KVLE KFA Value Liner Dynamic Core Equity Index ETF 7.1 55 -30 6.9 +0.4
BWEB Bitwise Web3 ETF 7.1 85 -60 1.7 -4.8
IMCV iShares Morningstar Mid-Cap Value ETF 7.1 6 19 8.1 +1.7
VBR Vanguard Small Cap Value Index Fund 7.0 7 18 8.2 +1.8
XMLV Invesco S&P MidCap Low Volatility ETF 7.0 25 0 6.7 +0.3
IMCB iShares Morningstar Mid-Cap ETF 6.9 4 21 6.4 -0.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 6.9 4 21 6.4 -0.0
FCLD Fidelity Cloud Computing ETF 6.8 39 -14 4.7 -1.7
IMCG iShares Morningstar Mid-Cap Growth ETF 6.7 6 19 4.7 -1.7
BYTE Roundhill IO Digital Infrastructure ETF 6.7 76 -51 4.5 -2.0
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 6.7 29 -4 7.4 +1.0
CZA Invesco Zacks Mid-Cap ETF 6.7 69 -44 6.5 +0.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 6.6 25 0 6.0 -0.4
EQAL Invesco Russell 1000 Equal Weight ETF 6.6 20 5 6.4 +0.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 6.6 24 1 8.4 +2.0
KLCD KFA Large Cap Quality Dividend Index ETF 6.6 40 -15 7.4 +1.0
MDY SPDR S&P Midcap 400 ETF Trust 6.5 22 3 7.3 +0.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 6.5 7 18 5.7 -0.7
SCHM Schwab U.S. Mid-Cap ETF 6.4 4 21 6.1 -0.4
IJH iShares Core S&P Mid-Cap ETF 6.4 5 20 7.5 +1.0
SPMD SPDR Portfolio Mid Cap ETF 6.4 5 20 7.5 +1.0
VO Vanguard Mid-Cap Index Fund 6.4 4 21 6.3 -0.1
FNDA Schwab Fundamental U.S. Small Co. Index ETF 6.3 25 0 6.4 -0.0
MILN Global X Millennial Consumer ETF 6.3 50 -25 2.9 -3.5
XJH iShares ESG Screened S&P Mid-Cap ETF 6.3 12 13 7.5 +1.1
EWMC Invesco S&P MidCap 400 Equal Weight ETF 6.2 40 -15 7.2 +0.8
ONEY SPDR Russell 1000 Yield Focus ETF 6.2 20 5 10.1 +3.6
IVOO Vanguard S&P Mid-Cap 400 ETF 6.2 10 15 7.5 +1.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 6.2 10 15 5.9 -0.5
VB Vanguard Small-Cap ETF 6.2 5 20 5.6 -0.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 6.2 15 10 8.1 +1.6
LYFE 2nd Vote Life Neutral Plus ETF 6.1 75 -50 8.0 +1.6
PSCF Invesco S&P SmallCap Financials ETF 6.1 29 -4 10.5 +4.1
SPSM SPDR Portfolio S&P 600 Small Cap ETF 6.1 5 20 7.7 +1.3
IJR iShares Core S&P Small Cap ETF 6.1 6 19 7.7 +1.3
SLY SPDR S&P 600 Small Cap ETF 6.1 15 10 7.7 +1.2
VIOO Vanguard S&P Small-Cap 600 ETF 6.1 10 15 7.7 +1.2
XJR iShares ESG Screened S&P Small-Cap ETF 6.1 12 13 7.3 +0.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 6.0 15 10 7.5 +1.1
FSMD Fidelity Small-Mid Factor ETF 5.9 29 -4 8.3 +1.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 5.9 15 10 7.8 +1.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 5.8 24 1 8.6 +2.2
NZUS SPDR MSCI USA Climate Paris Aligned ETF 5.8 10 15 6.0 -0.4
PBSM Invesco PureBeta MSCI USA Small Cap ETF 5.8 6 19 5.4 -1.1
IWR iShares Russell Midcap ETF 5.8 18 7 6.1 -0.4
YPS Arrow Reverse Cap 500 ETF 5.7 29 -4 6.4 -0.0
SPLV Invesco S&P 500 Low Volatility ETF 5.7 25 0 6.1 -0.4
ALTL Pacer Lunt Large Cap Alternator ETF 5.7 60 -35 5.7 -0.7
RYJ Invesco Raymond James SB-1 Equity ETF 5.6 81 -56 3.6 -2.9
DES WisdomTree U.S. SmallCap Dividend Fund 5.5 38 -13 9.0 +2.5
NUSC Nuveen ESG Small-Cap ETF 5.4 30 -5 5.7 -0.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 5.3 18 7 8.3 +1.8
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 5.3 29 -4 7.8 +1.4
VIOV Vanguard S&P Small-Cap 600 Value ETF 5.3 15 10 7.7 +1.2
IJS iShares S&P Small-cap 600 Value ETF 5.3 18 7 7.7 +1.3
SLYV SPDR S&P 600 Small Cap Value ETF 5.3 15 10 7.8 +1.3
SFYX Sofi Next 500 ETF 5.2 0 25 6.0 -0.4
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 5.2 17 8 5.3 -1.1
CVY Invesco Zacks Multi-Asset Income ETF 5.2 100 -75 10.2 +3.8
XDAT Franklin Exponential Data ETF 5.1 50 -25 4.0 -2.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.1 20 5 7.5 +1.0
QDF FlexShares Quality Dividend Index Fund 5.0 37 -12 8.0 +1.6
RNMC Mid Cap US Equity Select ETF 5.0 60 -35 8.6 +2.2
VBK Vanguard Small-Cap Growth Index Fund 5.0 7 18 1.4 -5.1
BLES Inspire Global Hope Large Cap ETF 5.0 49 -24 6.4 -0.0
ISCV iShares Morningstar Small Cap Value ETF 4.9 6 19 7.9 +1.5
QDEF FlexShares Quality Dividend Defensive Index Fund 4.9 37 -12 7.7 +1.2
VOT Vanguard Mid-Cap Growth Index Fund 4.8 7 18 4.6 -1.8
HAPY Harbor Corporate Culture Leaders ETF 4.8 36 -11 2.8 -3.7
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 4.8 35 -10 7.8 +1.4
VXF Vanguard Extended Market Index Fund 4.8 6 19 3.7 -2.8
AGNG Global X Aging Population ETF 4.8 50 -25 4.0 -2.4
QDYN FlexShares Quality Dividend Dynamic Index Fund 4.8 37 -12 8.8 +2.4
FDVV Fidelity Core Dividend ETF 4.7 29 -4 7.2 +0.8
JHSC John Hancock Multifactor Small Cap ETF 4.7 42 -17 6.4 -0.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.7 9 16 6.5 +0.1
RNSC Small Cap US Equity Select ETF 4.7 60 -35 8.5 +2.1
SCHA Schwab U.S. Small-Cap ETF 4.7 4 21 5.1 -1.4
ESIX SPDR S&P SmallCap 600 ESG ETF 4.6 12 13 8.2 +1.8
SMLE Xtrackers S&P SmallCap 600 ESG ETF 4.6 15 10 8.1 +1.7
SDY SPDR S&P Dividend ETF 4.6 35 -10 6.9 +0.5
RSP Invesco S&P 500 Equal Weight ETF 4.6 20 5 6.6 +0.2
IWM iShares Russell 2000 ETF 4.6 19 6 3.9 -2.5
LGLV SPDR Russell 1000 Low Volatility ETF 4.6 12 13 5.8 -0.7
VTWO Vanguard Russell 2000 Index Fund 4.5 10 15 4.0 -2.4
ISMD Inspire Small/Mid Cap Impact ETF 4.5 48 -23 6.3 -0.2
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 4.5 40 -15 7.3 +0.9
BKSE BNY Mellon US Small Cap Core Equity ETF 4.5 4 21 5.6 -0.8
ISCB iShares Morningstar Small-Cap ETF 4.5 4 21 4.7 -1.7
VEGN US Vegan Climate ETF 4.5 60 -35 6.0 -0.4
SIZE iShares MSCI USA Size Factor ETF 4.4 15 10 5.9 -0.5
AFMC First Trust Active Factor Mid Cap ETF 4.4 65 -40 9.0 +2.5
EUSA iShares MSCI USA Equal Weighted ETF 4.4 9 16 6.2 -0.3
DYNF BlackRock U.S. Equity Factor Rotation ETF 4.3 30 -5 6.2 -0.3
ERTH Invesco MSCI Sustainable Future ETF 4.3 56 -31 3.4 -3.0
VALQ American Century STOXX U.S. Quality Value ETF 4.2 29 -4 10.3 +3.8
SPDV AAM S&P 500 High Dividend Value ETF 4.2 29 -4 11.3 +4.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 4.2 39 -14 4.8 -1.7
ISCG iShares Morningstar Small-Cap Growth ETF 4.1 6 19 1.3 -5.2
FAB First Trust Multi Cap Value AlphaDEX Fund 4.1 69 -44 10.7 +4.3
SDG iShares Sustainable MSCI Global Impact ETF 4.1 49 -24 8.6 +2.2
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 4.0 12 13 7.0 +0.5
IUSV iShares Core S&P U.S. Value ETF 4.0 4 21 7.0 +0.5
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 4.0 25 0 9.6 +3.1
FYX First Trust Small Cap Core AlphaDEX Fund 3.9 61 -36 8.4 +1.9
IJK iShares S&P Mid-Cap 400 Growth ETF 3.9 17 8 7.1 +0.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.9 15 10 7.2 +0.8
MDYG SPDR S&P 400 Mid Cap Growth ETF 3.9 15 10 7.1 +0.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3.9 9 16 4.4 -2.0
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 3.9 20 5 8.0 +1.6
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 3.9 19 6 8.2 +1.7
DEF Invesco Defensive Equity ETF 3.9 55 -30 6.3 -0.2
JHMM John Hancock Multifactor Mid Cap ETF 3.9 41 -16 7.3 +0.8
HOTL Kelly Hotel & Lodging Sector ETF 3.8 78 -53 2.8 -3.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 3.8 35 -10 6.5 +0.1
NUDV Nuveen ESG Dividend ETF 3.8 25 0 7.7 +1.2
DTD WisdomTree U.S.Total Dividend Fund 3.8 28 -3 7.4 +1.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.8 20 5 7.2 +0.8
SMMD iShares Russell 2500 ETF 3.8 15 10 5.8 -0.6
DHS WisdomTree U.S. High Dividend Fund 3.8 38 -13 8.3 +1.9
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.8 15 10 6.8 +0.4
VONV Vanguard Russell 1000 Value Index Fund 3.7 8 17 7.4 +1.0
ECOZ TrueMark ESG Active Opportunities ETF 3.7 58 -33 5.3 -1.1
IWD iShares Russell 1000 Value ETF 3.7 18 7 7.3 +0.9
FNK First Trust Mid Cap Value AlphaDEX Fund 3.7 70 -45 11.8 +5.4
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.7 55 -30 4.4 -2.0
VOOV Vanguard S&P 500 Value ETF 3.7 10 15 6.8 +0.4
KONG Formidable Fortress ETF 3.7 89 -64 6.1 -0.4
IVE iShares S&P 500 Value ETF 3.7 18 7 6.7 +0.3
SPYV SPDR Portfolio S&P 500 Value ETF 3.6 4 21 6.9 +0.5
FNX First Trust Mid Cap Core AlphaDEX Fund 3.6 59 -34 8.1 +1.6
EZM WisdomTree U.S. MidCap Earnings Fund 3.6 38 -13 10.0 +3.6
DEW WisdomTree Global High Dividend Fund 3.6 58 -33 9.7 +3.2
SMDY Syntax Stratified MidCap ETF 3.6 35 -10 7.1 +0.7
SXUS Janus Henderson International Sustainable Equity ETF 3.6 60 -35 4.2 -2.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 3.6 10 15 6.6 +0.1
CRUZ Defiance Hotel Airline and Cruise ETF 3.5 45 -20 -4.4 -10.8
DLN WisdomTree U.S. LargeCap Dividend Fund 3.5 28 -3 7.2 +0.8
GDIV Harbor Dividend Growth Leaders ETF 3.5 50 -25 7.3 +0.8
FYT First Trust Small Cap Value AlphaDEX Fund 3.4 71 -46 12.0 +5.5
SCHV Schwab U.S. Large-Cap Value ETF 3.4 4 21 7.5 +1.0
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 3.4 15 10 6.8 +0.4
SNPV Xtrackers S&P ESG Value ETF 3.4 15 10 7.3 +0.8
FUNL CornerCap Fundametrics Large-Cap ETF 3.4 50 -25 8.3 +1.9
JOET Virtus Terranova US Quality Momentum ETF 3.3 29 -4 6.8 +0.3
PZLD Puzzle Divdend Leaders 3.3 10 15 6.8 +0.4
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 3.3 30 -5 8.2 +1.8
GRNR Global X Green Building ETF 3.3 45 -20 7.9 +1.5
XSLV Invesco S&P SmallCap Low Volatility ETF 3.3 25 0 7.5 +1.1
CLOU Global X Cloud Computing ETF 3.3 68 -43 1.9 -4.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 3.3 60 -35 5.1 -1.4
SIXL 6 Meridian Low Beta Equity Strategy ETF 3.1 82 -57 6.3 -0.1
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 3.1 35 -10 8.0 +1.6
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 3.1 45 -20 6.1 -0.4
ONEV SPDR Russell 1000 Low Volatility Focus ETF 3.1 20 5 8.0 +1.5
AIEQ AI Powered Equity ETF 3.0 75 -50 -1.8 -8.3
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 3.0 20 5 7.1 +0.6
FLRG Fidelity U.S. Multifactor ETF 2.9 29 -4 8.3 +1.8
ESGV Vanguard ESG U.S. Stock ETF 2.9 9 16 6.2 -0.2
USXF iShares ESG Advanced MSCI USA ETF 2.9 10 15 6.2 -0.2
PSC Principal U.S. Small Cap Index ETF 2.9 38 -13 8.5 +2.1
EGIS 2nd Vote Society Defended ETF 2.9 75 -50 7.3 +0.9
TMFG Motley Fool Global Opportunities ETF 2.9 85 -60 4.3 -2.1
REVS Columbia Research Enhanced Value ETF 2.8 19 6 9.1 +2.7
LVOL American Century Low Volatility ETF 2.8 29 -4 5.7 -0.7
OSCV Opus Small Cap Value Plus ETF 2.8 79 -54 5.9 -0.5
FSST Fidelity Sustainability U.S. Equity ETF 2.8 59 -34 6.1 -0.3
RFV Invesco S&P Midcap 400 Pure Value ETF 2.8 35 -10 9.6 +3.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.8 70 -45 2.5 -4.0
SSPY Syntax Stratified LargeCap ETF 2.7 30 -5 7.1 +0.6
TECB iShares US Tech Breakthrough Multisector ETF 2.7 40 -15 5.9 -0.5
JAVA JPMorgan Active Value ETF 2.7 44 -19 6.7 +0.2
FTA First Trust Large Cap Value AlphaDEX Fund 2.7 59 -34 9.6 +3.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.7 60 -35 9.8 +3.4
MAGA Point Bridge GOP Stock Tracker ETF 2.6 72 -47 6.3 -0.1
JVAL JPMorgan U.S. Value Factor ETF 2.6 12 13 9.2 +2.8
LEAD Siren DIVCON Leaders Dividend ETF 2.6 43 -18 8.0 +1.6
QLV FlexShares US Quality Low Volatility Index Fund 2.6 22 3 6.2 -0.3
IVLC Invesco US Large Cap Core ESG ETF 2.6 48 -23 6.0 -0.4
FIVG Defiance Next Gen Connectivity ETF 2.6 30 -5 6.8 +0.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.6 14 11 6.4 -0.0
SLYG SPDR S&P 600 Small Cap Growth ETF 2.5 15 10 7.8 +1.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.5 15 10 7.8 +1.4
IJT iShares S&P Small-Cap 600 Growth ETF 2.5 18 7 7.8 +1.3
SPXT ProShares S&P 500 Ex-Technology ETF 2.5 27 -2 6.5 +0.0
VTV Vanguard Value Index Fund 2.5 4 21 7.7 +1.3
XMMO Invesco S&P MidCap Momentum ETF 2.5 33 -8 7.2 +0.7
NXTG First Trust Indxx NextG ETF 2.5 70 -45 6.9 +0.4
CSML IQ Chaikin U.S. Small Cap ETF 2.5 35 -10 5.7 -0.7
ETHO Etho Climate Leadership U.S. ETF 2.5 47 -22 4.6 -1.9
SSLY Syntax Stratified SmallCap ETF 2.5 35 -10 7.3 +0.8
IUSS Invesco Strategic US Small Company ETF 2.5 23 2 6.5 +0.0
RDIV Invesco S&P Ultra Dividend Revenue ETF 2.5 39 -14 11.3 +4.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.5 70 -45 5.6 -0.9
ILCG iShares Morningstar Growth ETF 2.4 4 21 5.1 -1.4
HVAL ALPS Hillman Active Value ETF 2.4 55 -30 7.7 +1.3
IQSU IQ Candriam ESG US Equity ETF 2.4 9 16 6.0 -0.4
AFSM First Trust Active Factor Small Cap ETF 2.4 75 -50 8.5 +2.0
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.4 60 -35 8.3 +1.9
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.4 15 10 6.0 -0.4
DIVB iShares Core Dividend 2.4 5 20 8.1 +1.7
SHE SPDR SSGA Gender Diversity Index ETF 2.4 20 5 6.5 +0.1
NULV Nuveen ESG Large-Cap Value ETF 2.4 25 0 8.1 +1.7
VTI Vanguard Total Stock Market Index Fund 2.4 3 22 6.0 -0.5
FDLO Fidelity Low Volatility Factor ETF 2.4 29 -4 6.1 -0.3
VTHR Vanguard Russell 3000 Index Fund 2.4 10 15 6.0 -0.4
IWV iShares Russell 3000 ETF 2.4 20 5 5.9 -0.5
SCHB Schwab U.S. Broad Market ETF 2.3 3 22 6.1 -0.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.3 3 22 6.0 -0.5
USMF WisdomTree U.S. Multifactor Fund 2.3 28 -3 8.3 +1.9
FVD First Trust Value Line Dividend Index Fund 2.3 67 -42 6.4 -0.0
FSMO Fidelity Small-Mid Cap Opportunities ETF 2.3 64 -39 7.5 +1.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.3 63 -38 3.6 -2.9
FQAL Fidelity Quality Factor ETF 2.3 29 -4 7.5 +1.0
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 2.3 25 0 6.5 +0.1
FEX First Trust Large Cap Core AlphaDEX Fund 2.3 59 -34 7.4 +1.0
DSI iShares MSCI KLD 400 Social ETF 2.2 25 0 6.4 -0.0
IYY iShares Dow Jones U.S. ETF 2.2 20 5 6.1 -0.3
SCHK Schwab 1000 Index ETF 2.2 5 20 6.2 -0.2
IWB iShares Russell 1000 ETF 2.2 15 10 6.1 -0.3
VONE Vanguard Russell 1000 ETF 2.2 8 17 6.2 -0.2
VNSE Natixis Vaughan Nelson Select ETF 2.2 80 -55 4.0 -2.5
SPXV ProShares S&P 500 Ex-Health Care ETF 2.2 27 -2 5.9 -0.5
SPTM SPDR Portfolio Total Stock Market ETF 2.2 3 22 6.5 +0.1
JHML John Hancock Multifactor Large Cap ETF 2.2 29 -4 6.6 +0.2
PRF Invesco FTSE RAFI US 1000 ETF 2.2 39 -14 7.6 +1.2
GSPY Gotham Enhanced 500 ETF 2.2 50 -25 7.0 +0.6
GDOC Goldman Sachs Future Health Care Equity ETF 2.2 75 -50 1.7 -4.7
ILCB iShares Morningstar U.S. Equity ETF 2.1 3 22 6.3 -0.1
SCHX Schwab U.S. Large-Cap ETF 2.1 3 22 6.3 -0.2
RNDV US Equity Dividend Select ETF 2.1 50 -25 9.1 +2.7
XVV iShares ESG Screened S&P 500 ETF 2.1 8 17 6.4 -0.0
FVAL Fidelity Value Factor ETF 2.1 29 -4 9.8 +3.4
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 2.1 49 -24 6.7 +0.2
QUAL iShares MSCI Usa Quality Factor ETF 2.1 15 10 7.4 +1.0
RNLC Large Cap US Equity Select ETF 2.1 60 -35 7.2 +0.7
AFLG First Trust Active Factor Large Cap ETF 2.1 55 -30 7.4 +1.0
JEPI JPMorgan Equity Premium Income ETF 2.1 35 -10 5.9 -0.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.1 11 14 6.2 -0.2
BUYZ Franklin Disruptive Commerce ETF 2.0 50 -25 2.6 -3.9
FTC First Trust Large Cap Growth AlphaDEX Fund 2.0 59 -34 5.1 -1.4
RBLD First Trust Alerian US NextGen Infrastructure ETF 2.0 65 -40 5.2 -1.2
SNPE Xtrackers S&P 500 ESG ETF 2.0 10 15 6.5 +0.1
SRET Global X SuperDividend REIT ETF 2.0 58 -33 2.3 -4.1
YALL God Bless America ETF 2.0 65 -40 4.5 -1.9
SPXE ProShares S&P 500 Ex-Energy ETF 2.0 27 -2 6.3 -0.2
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 2.0 30 -5 9.0 +2.6
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.9 20 5 19.2 +12.8
AUSF Global X Adaptive U.S. Factor ETF 1.9 27 -2 6.8 +0.4
PBUS Invesco PureBeta MSCI USA ETF 1.9 4 21 6.3 -0.1
FDWM Fidelity Women's Leadership ETF 1.9 59 -34 6.1 -0.4
DEIF Sterling Capital Diverse Multi-Manager Active ETF 1.9 65 -40 7.2 +0.7
EES WisdomTree SmallCap Earnings Fund 1.9 38 -13 10.2 +3.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.9 2 23 6.3 -0.1
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 1.9 17 8 8.0 +1.6
VOO VANGUARD S&P 500 ETF 1.9 3 22 6.4 0.0
IVV iShares Core S&P 500 ETF 1.9 3 22 6.4 -0.0
SMDV ProShares Russell 2000 Dividend Growers ETF 1.9 41 -16 6.4 -0.0
SPY SPDR S&P 500 ETF Trust 1.9 9 16 6.4 -0.1
GK AdvisorShares Gerber Kawasaki ETF 1.9 81 -56 5.2 -1.2
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 1.9 17 8 6.7 +0.3
ESGU iShares MSCI USA ESG Optimized ETF 1.9 15 10 6.3 -0.2
VV Vanguard Large-Cap Index Fund 1.9 4 21 6.3 -0.2
SPLG SPDR Portfolio S&P 500 ETF 1.9 3 22 6.4 -0.0
ILCV iShares Morningstar Value ETF 1.9 4 21 7.6 +1.1
JRNY ALPS Global Travel Beneficiaries ETF 1.8 65 -40 0.7 -5.7
RECS Columbia Research Enhanced Core ETF 1.8 15 10 7.3 +0.8
IUSA Amberwave Invest USA JSG Fund 1.8 67 -42 6.8 +0.4
LRGE ClearBridge Large Cap Growth ESG ETF 1.8 59 -34 4.2 -2.2
CATH Global X S&P 500 Catholic Values Custom ETF 1.8 29 -4 6.1 -0.3
SUSA iShares MSCI USA ESG Select ETF 1.8 25 0 6.0 -0.4
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 1.8 15 10 6.5 +0.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.8 20 5 6.1 -0.3
STRV Strive 500 ETF 1.8 5 20 6.3 -0.2
BEDZ AdvisorShares Hotel ETF 1.8 99 -74 1.3 -5.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.8 12 13 6.3 -0.1
QVML Invesco S&P 500 QVM Multi-factor ETF 1.8 11 14 6.6 +0.2
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.8 12 13 6.5 +0.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.8 7 18 6.3 -0.2
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 1.8 80 -55 7.5 +1.1
FLLV Franklin Liberty U.S. Low Volatility ETF 1.8 29 -4 6.4 -0.1
VOTE Engine No. 1 Transform 500 ETF 1.7 5 20 6.3 -0.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.7 49 -24 5.9 -0.6
JMOM JPMorgan U.S. Momentum Factor ETF 1.7 12 13 6.5 +0.1
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.7 47 -22 6.2 -0.2
FNDB Schwab Fundamental U.S. Broad Market Index ETF 1.7 25 0 7.6 +1.2
ZECP Zacks Earnings Consistent Portfolio ETF 1.7 55 -30 6.5 +0.1
VLU SPDR S&P 1500 Value Tilt ETF 1.7 12 13 8.2 +1.8
FDMO Fidelity Momentum Factor ETF 1.7 29 -4 6.0 -0.5
RESP WisdomTree US ESG Fund of Benef Interest 1.7 28 -3 7.5 +1.0
JQUA JPMorgan U.S. Quality Factor ETF 1.7 12 13 6.9 +0.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.6 29 -4 7.7 +1.3
YLDE ClearBridge Dividend Strategy ESG ETF 1.6 59 -34 6.4 0.0
ONEO SPDR Russell 1000 Momentum Focus ETF 1.6 20 5 8.4 +2.0
ADME Aptus Drawdown Managed Equity ETF 1.6 79 -54 5.6 -0.8
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 1.6 20 5 5.7 -0.7
LRGF iShares Edge MSCI Multifactor USA ETF 1.6 8 17 7.2 +0.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.6 9 16 7.0 +0.6
RFFC RiverFront Dynamic US Flex-Cap ETF 1.6 52 -27 6.2 -0.2
ISHP First Trust S-Network E-Commerce ETF 1.6 60 -35 5.5 -0.9
UPWD JPMorgan Social Advancement ETF 1.6 49 -24 6.5 +0.0
UBCB UBC Algorithmic Fundamentals ETF 1.6 75 -50 5.6 -0.8
FLQL Franklin LibertyQ U.S. Equity ETF 1.5 15 10 8.1 +1.7
SFY SoFi Select 500 ETF 1.5 0 25 6.4 -0.1
FCPI Fidelity Stocks for Inflation ETF 1.5 29 -4 9.3 +2.8
FDRR Fidelity Dividend ETF for Rising Rates 1.5 29 -4 8.0 +1.6
PFM Invesco Dividend Achievers ETF 1.5 53 -28 6.4 0.0
SUSL iShares ESG MSCI USA Leaders ETF 1.5 10 15 6.4 -0.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.5 10 15 6.3 -0.1
NACP Impact Shares NAACP Minority Empowerment ETF 1.5 49 -24 6.4 -0.1
DFND Siren DIVCON Dividend Defender ETF 1.4 150 -125 7.0 +0.6
ACVF American Conservative Values ETF 1.4 75 -50 5.5 -1.0
CACG ClearBridge All Cap Growth ETF 1.4 53 -28 4.7 -1.8
KSCD KFA Small Cap Quality Dividend Index ETF 1.4 51 -26 6.6 +0.2
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.4 52 -27 7.9 +1.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.4 9 16 6.3 -0.1
WOMN Impact Shares YWCA Women's Empowerment ETF 1.4 75 -50 6.7 +0.2
FMIL Fidelity New Millennium ETF 1.4 59 -34 6.7 +0.3
TOK iShares MSCI Kokusai ETF 1.4 25 0 6.5 +0.0
SIXA 6 Meridian Mega Cap Equity ETF 1.4 82 -57 8.1 +1.6
KOKU Xtrackers MSCI Kokusai Equity ETF 1.4 9 16 6.6 +0.2
VT Vanguard Total World Stock ETF 1.4 7 18 6.7 +0.2
GURU Global X Guru Index ETF 1.4 75 -50 3.8 -2.7
PFI Invesco DWA Financial Momentum ETF 1.4 60 -35 7.0 +0.5
ACWF iShares MSCI Global Multifactor ETF 1.4 35 -10 9.4 +3.0
IWX iShares Russell Top 200 Value ETF 1.4 20 5 7.4 +1.0
ESG FlexShares STOXX US ESG Impact Index Fund 1.3 32 -7 6.2 -0.2
QLC FlexShares US Quality Large Cap Index Fund 1.3 25 0 7.2 +0.7
FNDX Schwab Fundamental U.S. Large Co. Index ETF 1.3 25 0 7.7 +1.3
EPS WisdomTree U.S. Earnings 500 Fund 1.3 8 17 7.7 +1.3
GENY Principal Millennials Index ETF 1.3 45 -20 4.4 -2.1
FYC First Trust Small Cap Growth AlphaDEX Fund 1.3 70 -45 1.9 -4.6
URTH iShares MSCI World ETF 1.3 24 1 6.6 +0.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.3 39 -14 8.8 +2.3
QDIV Global X S&P 500 Quality Dividend ETF 1.2 20 5 9.0 +2.6
FLV American Century Focused Large Cap Value ETF 1.2 42 -17 7.3 +0.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.2 75 -50 7.0 +0.6
STLV iShares Factors US Value Style ETF 1.2 25 0 9.7 +3.3
USMV iShares Edge MSCI Min Vol USA ETF 1.2 15 10 6.3 -0.2
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.2 30 -5 11.0 +4.5
VUG Vanguard Growth Index Fund 1.2 4 21 5.4 -1.0
KRMA Global X Conscious Companies ETF 1.2 43 -18 6.5 +0.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.2 18 7 6.4 +0.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.2 65 -40 5.4 -1.0
WKLY SoFi Weekly Dividend ETF 1.1 49 -24 8.4 +1.9
ACWI iShares MSCI ACWI ETF 1.1 32 -7 6.6 +0.2
ROUS Hartford Multifactor US Equity ETF 1.1 19 6 8.1 +1.7
CLRG IQ Chaikin U.S. Large Cap ETF 1.1 25 0 6.4 -0.0
RWK Invesco S&P MidCap 400 Revenue ETF 1.1 39 -14 9.4 +3.0
EQWL Invesco Russell Top 200 Equal Weight ETF 1.0 25 0 7.3 +0.9
DTEC ALPS Disruptive Technologies ETF 1.0 50 -25 4.1 -2.3
HLAL Wahed FTSE USA Shariah ETF 1.0 50 -25 6.0 -0.4
SDIV Global X SuperDividend ETF 1.0 58 -33 6.6 +0.2
VDNI V-Shares US Leadership Diversity ETF 1.0 29 -4 6.8 +0.3
RAFE PIMCO RAFI ESG U.S. ETF 1.0 29 -4 8.8 +2.3
QUS SPDR MSCI USA StrategicFactors ETF 1.0 15 10 6.9 +0.4
DGRW WisdomTree U.S. Quality Dividend Growth Fund 1.0 28 -3 7.3 +0.8
ROSC Hartford Multifactor Small Cap ETF 1.0 34 -9 10.9 +4.4
PEXL Pacer US Export Leaders ETF 1.0 60 -35 6.6 +0.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.0 29 -4 5.7 -0.7
MGV Vanguard Mega Cap Value ETF 1.0 7 18 7.7 +1.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.0 20 5 6.8 +0.4
IWL iShares Russell Top 200 ETF 0.9 15 10 6.2 -0.2
VLUE iShares MSCI USA Value Factor ETF 0.9 15 10 12.5 +6.0
EQUL IQ Engender Equality ETF 0.9 45 -20 7.3 +0.8
IWP iShares Russell Mid-Cap Growth ETF 0.9 23 2 4.7 -1.7
MBOX Freedom Day Dividend ETF 0.9 39 -14 8.5 +2.0
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 0.9 41 -16 6.5 +0.1
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 0.9 60 -35 5.8 -0.6
MGC Vanguard Mega Cap Index Fund 0.9 7 18 6.3 -0.2
TMDV ProShares Russell US Dividend Growers ETF 0.8 36 -11 6.2 -0.2
SVAL iShares US Small Cap Value Factor ETF 0.8 20 5 10.8 +4.4
MVPS Amplify Thematic All-Stars ETF 0.8 49 -24 2.4 -4.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.8 38 -13 7.0 +0.6
SPMO Invesco S&P 500 Momentum ETF 0.8 13 12 6.4 -0.1
VSLU Applied Finance Valuation Large Cap ETF 0.8 49 -24 7.7 +1.2
BKLC BNY Mellon US Large Cap Core Equity ETF 0.8 0 25 6.3 -0.1
MGK Vanguard Mega Cap Growth ETF 0.8 7 18 5.6 -0.8
BFTR Future Innovators ETF 0.8 80 -55 1.9 -4.5
OALC OneAscent Large Cap Core ETF 0.7 76 -51 6.5 +0.0
HKND Humankind US Stock ETF 0.7 11 14 7.8 +1.4
SPVM Invesco S&P 500 Value with Momentum ETF 0.7 39 -14 9.1 +2.6
DGT SPDR Global Dow ETF 0.7 50 -25 7.4 +1.0
CGDV Capital Group Dividend Value ETF 0.7 33 -8 6.6 +0.2
IWO iShares Russell 2000 Growth ETF 0.7 23 2 1.9 -4.5
SPHQ Invesco S&P 500 Quality ETF 0.7 15 10 6.1 -0.4
VTWG Vanguard Russell 2000 Growth Index Fund 0.7 15 10 2.0 -4.4
IWC iShares Micro-Cap ETF 0.7 60 -35 -5.5 -12.0
TMFS Motley Fool Small Cap Growth ETF 0.7 85 -60 3.1 -3.3
IWF iShares Russell 1000 Growth ETF 0.7 18 7 5.8 -0.7
VONG Vanguard Russell 1000 Growth Index Fund 0.7 8 17 5.9 -0.6
CVAR Cultivar ETF 0.6 87 -62 8.1 +1.7
DBLV AdvisorShares DoubleLine Value Equity ETF 0.6 91 -66 11.2 +4.8
CSD Invesco S&P Spin-Off ETF 0.6 65 -40 8.2 +1.8
IETC iShares Evolved U.S. Technology ETF 0.6 18 7 5.8 -0.6
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.6 35 -10 8.7 +2.3
SPMV Invesco S&P 500 Minimum Variance ETF 0.6 10 15 6.3 -0.1
WDIV SPDR Global Dividend ETF 0.6 40 -15 9.4 +3.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.6 25 0 7.3 +0.9
IWY iShares Russell Top 200 Growth ETF 0.6 20 5 6.0 -0.4
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.6 42 -17 6.6 +0.2
HLGE Hartford Longevity Economy ETF 0.6 44 -19 8.2 +1.8
WTV WisdomTree US Value Fund 0.6 12 13 9.0 +2.6
XMHQ Invesco S&P MidCap Quality ETF 0.6 25 0 8.3 +1.8
CGUS Capital Group Core Equity ETF 0.6 33 -8 6.3 -0.1
TMFC Motley Fool 100 Index ETF 0.6 50 -25 5.2 -1.2
USVT US Value ETF 0.6 49 -24 11.2 +4.8
JSML Janus Henderson Small Cap Growth Alpha ETF 0.6 30 -5 10.1 +3.7
QWLD SPDR MSCI World StrategicFactors ETF 0.6 30 -5 7.0 +0.6
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.5 39 -14 7.5 +1.0
TTAC TrimTabs US Free Cash Flow Quality ETF 0.5 59 -34 7.3 +0.9
HEET Hartford Schroders ESG US Equity ETF 0.5 39 -14 7.4 +1.0
TMFX Motley Fool Next Index ETF 0.5 50 -25 3.7 -2.7
GLIF AGFiQ Global Infrastructure ETF 0.5 45 -20 5.3 -1.1
HELX Franklin Genomic Advancements ETF 0.5 50 -25 0.9 -5.5
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 0.5 21 4 4.5 -1.9
HART IQ Healthy Hearts ETF 0.5 45 -20 5.9 -0.6
NULC Nuveen ESG Large-Cap ETF 0.5 20 5 6.2 -0.3
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 0.5 50 -25 2.7 -3.8
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.5 30 -5 8.9 +2.4
PDP Invesco DWA Momentum ETF 0.5 62 -37 5.1 -1.4
SCHG Schwab U.S. Large-Cap Growth ETF 0.5 40 -15 4.8 -1.6
XT iShares Exponential Technologies ETF 0.5 46 -21 4.1 -2.4
RWL Invesco S&P 500 Revenue ETF 0.5 39 -14 7.3 +0.9
IUSG iShares Core S&P US Growth ETF 0.4 4 21 6.4 0.0
SIXS 6 Meridian Small Cap Equity ETF 0.4 100 -75 10.4 +3.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.4 19 6 7.3 +0.9
WLDR Affinity World Leaders Equity ETF 0.4 67 -42 9.2 +2.8
VUSE Vident Core US Equity Fund 0.4 50 -25 10.4 +3.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.4 65 -40 3.0 -3.5
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.3 39 -14 11.5 +5.1
ANEW ProShares MSCI Transformational Changes ETF 0.3 45 -20 4.9 -1.5
DIV Global X SuperDividend US ETF 0.3 45 -20 6.7 +0.3
IEDI iShares Evolved U.S. Discretionary Spending ETF 0.3 18 7 5.1 -1.3
VFMV Vanguard U.S. Minimum Volatility ETF 0.3 13 12 6.8 +0.4
SNPG Xtrackers S&P 500 Growth ESG ETF 0.3 15 10 6.1 -0.3
XSMO Invesco S&P SmallCap Momentum ETF 0.3 39 -14 7.2 +0.7
MSOS AdvisorShares Pure US Cannabis ETF 0.3 73 -48 -4.8 -11.2
TOKE Cambria Cannabis ETF 0.3 42 -17 -11.5 -17.9
MJ ETFMG Alternative Harvest ETF 0.3 75 -50 -15.9 -22.3
MJUS ETFMG U.S. Alternative Harvest ETF 0.3 75 -50 -29.0 -35.4
YOLO AdvisorShares Pure Cannabis ETF 0.3 76 -51 -32.3 -38.7
CNBS Amplify Seymour Cannabis ETF 0.3 75 -50 -32.7 -39.2
POTX Global X Cannabis ETF 0.3 50 -25 -43.5 -49.9
SPYG SPDR Portfolio S&P 500 Growth ETF 0.2 4 21 6.4 -0.0
VOOG Vanguard S&P 500 Growth ETF 0.2 10 15 6.4 -0.1
IVW iShares S&P 500 Growth ETF 0.2 18 7 6.3 -0.2
SDGA Impact Shares Sustainable Development Goals Global ETF 0.2 75 -50 7.4 +1.0
DWAS Invesco DWA SmallCap Momentum ETF 0.2 60 -35 -0.0 -6.5
IUS Invesco Strategic US ETF 0.2 19 6 7.7 +1.2
OEF iShares S&P 100 ETF 0.2 20 5 6.3 -0.2
UVDV UVA Dividend Value ETF 0.1 80 -55 7.6 +1.2
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 0.1 75 -50 7.8 +1.4
ACWV iShares MSCI Global Min Vol Factor ETF 0.1 20 5 7.0 +0.6
MTUM iShares MSCI USA Momentum Factor ETF 0.1 15 10 6.5 +0.1
QGRO American Century STOXX U.S. Quality Growth ETF 0.1 29 -4 6.2 -0.3
XSHQ Invesco S&P SmallCap Quality ETF 0.1 29 -4 9.9 +3.5
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 0.1 38 -13 9.3 +2.8
FDM First Trust Dow Jones Select Microcap Index Fund 0.0 60 -35 5.4 -1.0
DWMC AdvisorShares Dorsey Wright Micro-Cap ETF 0.0 127 -102 2.0 -4.5
SQEW LeaderShares Equity Skew ETF 0.0 75 -50 5.4 -1.0

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

  2017 2018 2019 2020 2021 2022E 2023E
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
  2021 2022E 2023E
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:

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 13.9 %
Divided by: Fwd. P/BV 2.1 x
Less: Expense ratio 25 bp
Equals: ALTAR Score 6.4 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.48 CATEGORY
AVERAGE		 1.50
 
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.