Schwab U.S. REIT ETF
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- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
Schwab US REIT ETF seeks performance results that correspond to the price and yield performance of the Dow Jones US Select REIT Index. |
Category | US Equities |
Fund Sponsor | Charles Schwab Investment Mana |
Website | www.schwabetfs.com |
Inception date | Jan 13, 2011 |
Assets (mns) | $5,691 |
Currency | USD |
Expense ratio | 7 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | State Street Bank & Trust |
Weighting | Market Cap |
Index replication | Full |
Uses derivatives | No |
Options available | Yes |
No. of constituents | 126 |
Wgt avg mkt cap (mns) | $34,082 |
Large cap (>$10bn) | 77.0% |
Mid cap ($2-10bn) | 18.4% |
Small cap (<$2bn) | 4.3% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
PROLOGIS INC | 9.7 % |
AMERICAN TOWER CORP-CL A | 7.1 % |
EQUINIX INC | 5.6 % |
PUBLIC STORAGE | 3.7 % |
CROWN CASTLE INTL CORP | 3.7 % |
WELLTOWER, INC. | 3.6 % |
SIMON PROPERTY GROUP INC | 3.3 % |
DIGITAL REALTY TRUST INC | 3.2 % |
REALTY INCOME CORP | 3.1 % |
VICI PROPERTIES INC | 2.7 % | Total | 45.6 % |
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UNITED STATES | 99.1 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
1.3% | -7.8% | 0.4% | 5.3% | 5.8% |
versus... | Beta | R-squared |
S&P500 | 0.99 | 80% |
MSCI EAFE | 0.89 | 67% |
MSCI Emg. Mkts. | 0.66 | 35% |
Recent close | $18.79 |
30d moving avg. | $19.11 |
Annualized volatility | 19.9% |
Short interest (ETF) | 0.2% |
Short interest (Underlying) | 2.7% |
Relative strength (RSI) | 45 |
Avg. volume (thou.) | 2,647 |
Turnover | 0.9% |
Bid/Ask (% of price) | 0.05% |
ADV underlying (mns) | $3,752 |
FINDING ALTERNATIVE FUNDS
Below is a list of 557 potential alternatives to the Schwab U.S. REIT ETF ETF based on the alternatives' overlap in portfolio holdings with SCHH. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | SCHH | Expense: | 7 bp | ALTAR Score™: | 7.6% |
Ticker | Fund Name |
Overlap1 vs SCHH (%) |
Expense ratio (bp) |
Savings vs SCHH (bp) |
ALTAR Score™ (%) |
ALTAR vs SCHH (%) |
DFAR | Dimensional US Real Estate ETF | 95.2 | 19 | -12 | 7.5 | -0.1 |
FREL | Fidelity MSCI Real Estate Index ETF | 91.9 | 8 | -1 | 7.5 | -0.1 |
IYR | iShares U.S. Real Estate ETF | 89.8 | 40 | -33 | 7.2 | -0.4 |
BBRE | JPMorgan BetaBuilders MSCI U.S. REIT ETF | 82.6 | 11 | -4 | 7.5 | -0.1 |
USRT | iShares Core U.S. REIT ETF | 82.4 | 8 | -1 | 7.5 | -0.1 |
FRI | First Trust S&P REIT Index Fund | 82.1 | 50 | -43 | 7.0 | -0.5 |
VNQ | Vanguard REIT Index Fund | 79.2 | 12 | -5 | 7.5 | -0.1 |
RWR | SPDR Dow Jones REIT ETF | 75.4 | 25 | -18 | 7.4 | -0.2 |
DFGR | Dimensional Global Real Estate ETF | 72.9 | 22 | -15 | 7.1 | -0.4 |
XLRE | The Real Estate Select Sector SPDR Fund | 72.4 | 10 | -3 | 7.2 | -0.4 |
REET | iShares Global REIT ETF | 71.0 | 14 | -7 | 7.2 | -0.4 |
AVRE | Avantis Real Estate ETF | 69.4 | 17 | -10 | 6.7 | -0.9 |
ICF | iShares Cohen & Steers REIT ETF | 69.3 | 32 | -25 | 6.9 | -0.7 |
RWO | SPDR Dow Jones Global Real Estate ETF | 68.8 | 50 | -43 | 6.8 | -0.7 |
CRED | Columbia Research Enhanced Real Estate ETF | 64.1 | 33 | -26 | 7.9 | +0.3 |
PSR | Invesco Active U.S. Real Estate Fund | 63.0 | 35 | -28 | 6.9 | -0.7 |
RSPR | Invesco S&P 500 Equal Weight Real Estate ETF | 57.9 | 40 | -33 | 7.5 | -0.1 |
ERET | iShares Environmentally Aware Real Estate ETF | 56.6 | 30 | -23 | 7.3 | -0.3 |
ROOF | IQ US Real Estate Small Cap ETF | 56.1 | 60 | -53 | 7.5 | -0.1 |
FPRO | Fidelity Real Estate Investment ETF | 52.8 | 59 | -52 | 6.0 | -1.6 |
JPRE | JPMorgan Realty Income ETF | 51.6 | 50 | -43 | 6.7 | -0.9 |
PPTY | PPTY-U.S. Diversified Real Estate ETF | 50.3 | 53 | -46 | 7.2 | -0.4 |
GQRE | FlexShares Global Quality Real Estate Index Fund | 41.6 | 45 | -38 | 7.8 | +0.2 |
PRVT | Private Real Estate Strategy via Liquid REITs ETF | 39.4 | 59 | -52 | 6.6 | -1.0 |
BYRE | Principal Real Estate Active Opportunities ETF | 39.0 | 65 | -58 | 6.1 | -1.5 |
RITA | ETFB Green SRI REITs ETF | 36.9 | 50 | -43 | 5.1 | -2.5 |
IVRA | Invesco Real Assets ESG ETF | 36.6 | 59 | -52 | 7.6 | +0.0 |
SPRE | SP Funds S&P Global REIT Sharia ETF | 35.6 | 59 | -52 | 5.3 | -2.3 |
GREI | Goldman Sachs Future Real Estate and Infrastructure Equity E | 34.8 | 75 | -68 | 3.6 | -4.0 |
DTRE | Alerian Disruptive Technology Real Estate ETF | 31.7 | 60 | -53 | 6.9 | -0.7 |
WTRE | WisdomTree New Economy Real Estate Fund | 30.8 | 58 | -51 | 5.2 | -2.4 |
REZ | iShares Residential Real Estate Capped ETF | 30.2 | 48 | -41 | 6.4 | -1.2 |
IQRA | IQ CBRE Real Assets ETF | 29.5 | 65 | -58 | 5.9 | -1.7 |
JRE | Janus Henderson U.S. Real Estate ETF | 28.3 | 65 | -58 | 5.4 | -2.2 |
NURE | Nuveen Short-Term REIT ETF | 24.8 | 35 | -28 | 6.1 | -1.5 |
SRVR | Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF | 23.3 | 55 | -48 | 7.5 | -0.1 |
VPN | Global X Data Center REITs & Digital Infrastructure ETF | 21.7 | 50 | -43 | 5.6 | -2.0 |
HAUS | Residential REIT Income ETF | 21.3 | 60 | -53 | 6.7 | -0.9 |
HOMZ | Hoya Capital Housing ETF | 20.6 | 30 | -23 | 9.5 | +1.9 |
INDS | Pacer Benchmark Industrial Real Estate SCTR ETF | 20.1 | 55 | -48 | 5.7 | -1.9 |
RDOG | ALPS REIT Dividend Dogs ETF | 20.0 | 35 | -28 | 13.6 | +6.0 |
BYTE | Roundhill IO Digital Infrastructure ETF | 19.6 | 46 | -39 | 5.3 | -2.3 |
SPYD | SPDR S&P 500 High Dividend ETF | 18.7 | 7 | 0 | 11.3 | +3.7 |
VRAI | Virtus Real Asset Income ETF | 18.6 | 55 | -48 | 9.0 | +1.4 |
BLDG | Cambria Global Real Estate ETF | 15.7 | 59 | -52 | 9.1 | +1.5 |
RIET | Hoya Capital High Dividend Yield ETF | 15.6 | 50 | -43 | 11.9 | +4.3 |
RESI | Kelly Residential & Apartment Real Estate ETF | 15.0 | 68 | -61 | 5.1 | -2.5 |
BLLD | JPMorgan Sustainable Infrastructure ETF | 14.8 | 49 | -42 | 6.8 | -0.7 |
DFRA | Donoghue Forlines Yield Enhanced Real Asset ETF | 12.9 | 69 | -62 | 7.4 | -0.2 |
SPHD | Invesco S&P 500 High Dividend Low Volatility ETF | 12.6 | 30 | -23 | 11.4 | +3.8 |
BIBL | Inspire ETF | 12.2 | 35 | -28 | 5.5 | -2.1 |
NETL | NETLease Corporate Real Estate ETF | 12.0 | 60 | -53 | 9.2 | +1.6 |
LVHD | Legg Mason Low Volatility High Dividend ETF | 11.9 | 27 | -20 | 9.3 | +1.7 |
LGLV | SPDR Russell 1000 Low Volatility ETF | 10.3 | 12 | -5 | 5.9 | -1.7 |
ONEY | SPDR Russell 1000 Yield Focus ETF | 10.3 | 20 | -13 | 11.4 | +3.8 |
TOLZ | ProShares DJ Brookfield Global Infrastructure ETF | 10.0 | 47 | -40 | 6.1 | -1.5 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 9.6 | 24 | -17 | 9.2 | +1.6 |
VOE | Vanguard Mid-Cap Value Index Fund | 9.6 | 7 | 0 | 8.4 | +0.8 |
IWS | iShares Russell Mid-Cap Value ETF | 9.4 | 23 | -16 | 7.6 | +0.1 |
CZA | Invesco Zacks Mid-Cap ETF | 9.2 | 69 | -62 | 7.3 | -0.3 |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 9.0 | 18 | -11 | 9.2 | +1.7 |
MDYV | SPDR S&P 400 Mid Cap Value ETF | 9.0 | 15 | -8 | 9.4 | +1.8 |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 9.0 | 15 | -8 | 9.3 | +1.7 |
DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 8.7 | 60 | -53 | 6.4 | -1.2 |
CVY | Invesco Zacks Multi-Asset Income ETF | 8.7 | 100 | -93 | 11.9 | +4.3 |
IQSM | IQ Candriam ESG U.S. Mid Cap Equity ETF | 8.7 | 15 | -8 | 7.1 | -0.5 |
DON | WisdomTree U.S. MidCap Dividend Fund | 8.6 | 38 | -31 | 9.6 | +2.0 |
ICAP | InfraCap Equity Income Fund ETF | 8.6 | 171 | -164 | 10.0 | +2.4 |
IWN | iShares Russell 2000 Value ETF | 8.5 | 24 | -17 | 7.0 | -0.6 |
VTWV | Vanguard Russell 2000 Value Index Fund | 8.5 | 15 | -8 | 7.0 | -0.6 |
FTIF | First Trust Bloomberg Inflation Sensitive Equity ETF | 8.4 | 60 | -53 | 9.4 | +1.8 |
PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 8.3 | 60 | -53 | 4.4 | -3.2 |
HSMV | First Trust Horizon Managed Volatility Small/Mid ETF | 8.2 | 80 | -73 | 7.1 | -0.5 |
PY | Principal Shareholder Yield Index ETF | 8.2 | 15 | -8 | 8.5 | +0.9 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 8.1 | 20 | -13 | 7.2 | -0.4 |
IMCV | iShares Morningstar Mid-Cap Value ETF | 8.0 | 6 | 1 | 9.1 | +1.5 |
NUDV | Nuveen ESG Dividend ETF | 8.0 | 26 | -19 | 7.9 | +0.3 |
FLDZ | RiverNorth Volition America Patriot ETF | 7.9 | 75 | -68 | 6.5 | -1.1 |
FDVV | Fidelity Core Dividend ETF | 7.9 | 29 | -22 | 9.8 | +2.2 |
MILN | Global X Millennial Consumer ETF | 7.9 | 50 | -43 | 2.6 | -5.0 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 7.8 | 18 | -11 | 8.7 | +1.2 |
NUMV | Nuveen ESG Mid-Cap Value ETF | 7.8 | 31 | -24 | 9.1 | +1.5 |
JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 7.8 | 29 | -22 | 8.4 | +0.8 |
XDAT | Franklin Exponential Data ETF | 7.7 | 50 | -43 | 4.0 | -3.6 |
VO | Vanguard Mid-Cap Index Fund | 7.6 | 4 | 3 | 6.7 | -0.9 |
VBR | Vanguard Small Cap Value Index Fund | 7.5 | 7 | 0 | 9.2 | +1.6 |
NZUS | SPDR MSCI USA Climate Paris Aligned ETF | 7.5 | 10 | -3 | 5.4 | -2.2 |
IMCB | iShares Morningstar Mid-Cap ETF | 7.3 | 4 | 3 | 6.9 | -0.6 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 7.3 | 4 | 3 | 6.9 | -0.7 |
XMLV | Invesco S&P MidCap Low Volatility ETF | 7.2 | 25 | -18 | 7.4 | -0.2 |
FCLD | Fidelity Cloud Computing ETF | 7.2 | 39 | -32 | 4.1 | -3.5 |
FNDA | Schwab Fundamental U.S. Small Co. Index ETF | 7.2 | 25 | -18 | 6.9 | -0.7 |
PABU | iShares Paris-Aligned Climate MSCI USA ETF | 7.1 | 10 | -3 | 5.3 | -2.3 |
IWR | iShares Russell Midcap ETF | 7.0 | 18 | -11 | 6.6 | -1.0 |
SCHM | Schwab U.S. Mid-Cap ETF | 7.0 | 4 | 3 | 6.7 | -0.8 |
JMEE | JPMorgan Market Expansion Enhanced Equity ETF | 6.9 | 24 | -17 | 8.9 | +1.3 |
XJH | iShares ESG Screened S&P Mid-Cap ETF | 6.9 | 12 | -5 | 8.2 | +0.6 |
KBWY | Invesco KBW Premium Yield Equity REIT ETF | 6.9 | 35 | -28 | 19.7 | +12.1 |
MDY | SPDR S&P Midcap 400 ETF Trust | 6.9 | 23 | -16 | 8.0 | +0.5 |
RSPE | Invesco ESG S&P 500 Equal Weight ETF | 6.7 | 20 | -13 | 7.7 | +0.1 |
GRNR | Global X Green Building ETF | 6.7 | 45 | -38 | 7.4 | -0.2 |
IJH | iShares Core S&P Mid-Cap ETF | 6.7 | 5 | 2 | 8.2 | +0.6 |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 6.7 | 10 | -3 | 8.2 | +0.6 |
SPMD | SPDR Portfolio Mid Cap ETF | 6.7 | 3 | 4 | 8.2 | +0.7 |
HOTL | Kelly Hotel & Lodging Sector ETF | 6.7 | 78 | -71 | 2.8 | -4.8 |
YPS | Arrow Reverse Cap 500 ETF | 6.6 | 29 | -22 | 6.8 | -0.8 |
IMCG | iShares Morningstar Mid-Cap Growth ETF | 6.6 | 6 | 1 | 4.8 | -2.8 |
FSMD | Fidelity Small-Mid Factor ETF | 6.5 | 29 | -22 | 8.3 | +0.7 |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | 6.5 | 15 | -8 | 8.7 | +1.1 |
KNCT | Invesco Next Gen Connectivity ETF | 6.5 | 40 | -33 | 7.0 | -0.6 |
NXTG | First Trust Indxx NextG ETF | 6.4 | 70 | -63 | 8.1 | +0.5 |
VB | Vanguard Small-Cap ETF | 6.4 | 5 | 2 | 6.2 | -1.4 |
RNMC | Mid Cap US Equity Select ETF | 6.4 | 60 | -53 | 8.8 | +1.2 |
ISCV | iShares Morningstar Small Cap Value ETF | 6.4 | 6 | 1 | 9.1 | +1.5 |
MAGA | Point Bridge GOP Stock Tracker ETF | 6.4 | 72 | -65 | 6.9 | -0.7 |
BOSS | Global X Founder-Run Companies ETF | 6.3 | 45 | -38 | 3.3 | -4.3 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 6.1 | 9 | -2 | 7.0 | -0.6 |
GLIF | AGFiQ Global Infrastructure ETF | 6.1 | 45 | -38 | 5.7 | -1.9 |
QVMM | Invesco S&P MidCap 400 QVM Multi-factor ETF | 6.0 | 15 | -8 | 8.2 | +0.6 |
ULVM | VictoryShares USAA MSCI USA Value Momentum ETF | 6.0 | 20 | -13 | 9.2 | +1.6 |
AGNG | Global X Aging Population ETF | 6.0 | 50 | -43 | 4.4 | -3.2 |
STXK | Strive Small-Cap ETF | 6.0 | 18 | -11 | 5.8 | -1.8 |
FCPI | Fidelity Stocks for Inflation ETF | 5.9 | 29 | -22 | 9.3 | +1.7 |
DES | WisdomTree U.S. SmallCap Dividend Fund | 5.9 | 38 | -31 | 9.8 | +2.2 |
SDG | iShares Sustainable MSCI Global Impact ETF | 5.8 | 49 | -42 | 6.7 | -0.9 |
TMFG | Motley Fool Global Opportunities ETF | 5.8 | 85 | -78 | 4.0 | -3.6 |
BEDZ | AdvisorShares Hotel ETF | 5.8 | 99 | -92 | 1.4 | -6.2 |
ESML | iShares MSCI USA Small-Cap ESG Optimized ETF | 5.8 | 17 | -10 | 6.3 | -1.3 |
BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 5.8 | 9 | -2 | 5.2 | -2.4 |
RDIV | Invesco S&P Ultra Dividend Revenue ETF | 5.7 | 39 | -32 | 13.3 | +5.7 |
SPDV | AAM S&P 500 High Dividend Value ETF | 5.7 | 29 | -22 | 12.0 | +4.4 |
QDF | FlexShares Quality Dividend Index Fund | 5.7 | 37 | -30 | 7.7 | +0.1 |
RSP | Invesco S&P 500 Equal Weight ETF | 5.7 | 20 | -13 | 7.1 | -0.5 |
JHSC | John Hancock Multifactor Small Cap ETF | 5.6 | 42 | -35 | 7.1 | -0.5 |
VOT | Vanguard Mid-Cap Growth Index Fund | 5.6 | 7 | 0 | 5.1 | -2.5 |
BWEB | Bitwise Web3 ETF | 5.6 | 85 | -78 | 2.0 | -5.6 |
BMVP | Invesco Bloomberg MVP Multi-Factor ETF | 5.5 | 29 | -22 | 9.1 | +1.6 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 5.5 | 7 | 0 | 5.9 | -1.7 |
PSCF | Invesco S&P SmallCap Financials ETF | 5.4 | 29 | -22 | 11.5 | +3.9 |
RNSC | Small Cap US Equity Select ETF | 5.4 | 60 | -53 | 8.9 | +1.3 |
ETHO | Etho Climate Leadership U.S. ETF | 5.4 | 47 | -40 | 5.5 | -2.1 |
EUSA | iShares MSCI USA Equal Weighted ETF | 5.4 | 9 | -2 | 7.0 | -0.6 |
SFYX | Sofi Next 500 ETF | 5.4 | 0 | 7 | 6.2 | -1.4 |
BKSE | BNY Mellon US Small Cap Core Equity ETF | 5.4 | 4 | 3 | 6.6 | -1.0 |
PFI | Invesco DWA Financial Momentum ETF | 5.4 | 60 | -53 | 5.1 | -2.5 |
RYJ | Invesco Raymond James SB-1 Equity ETF | 5.3 | 81 | -74 | 4.2 | -3.4 |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 5.3 | 20 | -13 | 8.8 | +1.2 |
SIZE | iShares MSCI USA Size Factor ETF | 5.3 | 15 | -8 | 6.8 | -0.7 |
ISCB | iShares Morningstar Small-Cap ETF | 5.3 | 4 | 3 | 5.9 | -1.7 |
AFMC | First Trust Active Factor Mid Cap ETF | 5.2 | 65 | -58 | 9.7 | +2.1 |
SPSM | SPDR Portfolio S&P 600 Small Cap ETF | 5.2 | 3 | 4 | 8.6 | +1.0 |
IJR | iShares Core S&P Small Cap ETF | 5.2 | 6 | 1 | 8.5 | +0.9 |
SCHA | Schwab U.S. Small-Cap ETF | 5.2 | 4 | 3 | 5.6 | -2.0 |
IDAT | iShares Cloud 5G and Tech ETF | 5.2 | 47 | -40 | 5.8 | -1.8 |
NUSC | Nuveen ESG Small-Cap ETF | 5.2 | 31 | -24 | 6.2 | -1.4 |
VIOO | Vanguard S&P Small-Cap 600 ETF | 5.2 | 10 | -3 | 8.5 | +0.9 |
KONG | Formidable Fortress ETF | 5.1 | 89 | -82 | 6.3 | -1.3 |
KVLE | KFA Value Liner Dynamic Core Equity Index ETF | 5.1 | 56 | -49 | 7.0 | -0.5 |
JHDV | John Hancock U.S. High Dividend ETF | 5.0 | 34 | -27 | 7.3 | -0.3 |
ISMD | Inspire Small/Mid Cap Impact ETF | 5.0 | 54 | -47 | 5.6 | -2.0 |
DHS | WisdomTree U.S. High Dividend Fund | 5.0 | 38 | -31 | 9.8 | +2.2 |
VEGN | US Vegan Climate ETF | 5.0 | 60 | -53 | 5.3 | -2.3 |
QDEF | FlexShares Quality Dividend Defensive Index Fund | 4.9 | 37 | -30 | 7.4 | -0.2 |
BLES | Inspire Global Hope Large Cap ETF | 4.9 | 61 | -54 | 7.1 | -0.4 |
VBK | Vanguard Small-Cap Growth Index Fund | 4.9 | 7 | 0 | 1.5 | -6.1 |
VIOV | Vanguard S&P Small-Cap 600 Value ETF | 4.9 | 15 | -8 | 10.0 | +2.4 |
IJS | iShares S&P Small-cap 600 Value ETF | 4.9 | 18 | -11 | 10.1 | +2.5 |
SLYV | SPDR S&P 600 Small Cap Value ETF | 4.9 | 15 | -8 | 10.1 | +2.5 |
JHMM | John Hancock Multifactor Mid Cap ETF | 4.9 | 41 | -34 | 7.7 | +0.1 |
SMLF | iShares Edge MSCI Multifactor USA Small-Cap ETF | 4.9 | 15 | -8 | 6.2 | -1.4 |
RBLD | First Trust Alerian US NextGen Infrastructure ETF | 4.8 | 65 | -58 | 5.6 | -2.0 |
IWM | iShares Russell 2000 ETF | 4.8 | 19 | -12 | 4.6 | -3.0 |
VXF | Vanguard Extended Market Index Fund | 4.8 | 6 | 1 | 4.3 | -3.3 |
NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | 4.8 | 47 | -40 | 9.0 | +1.5 |
VTWO | Vanguard Russell 2000 Index Fund | 4.7 | 10 | -3 | 4.6 | -3.0 |
SNPV | Xtrackers S&P ESG Value ETF | 4.7 | 15 | -8 | 6.7 | -0.9 |
DTD | WisdomTree U.S.Total Dividend Fund | 4.7 | 28 | -21 | 7.4 | -0.2 |
DEW | WisdomTree Global High Dividend Fund | 4.7 | 58 | -51 | 10.1 | +2.5 |
FIVG | Defiance Next Gen Connectivity ETF | 4.6 | 30 | -23 | 8.4 | +0.8 |
FUNL | CornerCap Fundametrics Large-Cap ETF | 4.6 | 50 | -43 | 8.3 | +0.7 |
USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 4.6 | 10 | -3 | 6.3 | -1.3 |
IUSV | iShares Core S&P U.S. Value ETF | 4.5 | 4 | 3 | 6.8 | -0.8 |
VONV | Vanguard Russell 1000 Value Index Fund | 4.5 | 8 | -1 | 7.5 | -0.1 |
IWD | iShares Russell 1000 Value ETF | 4.5 | 19 | -12 | 7.4 | -0.2 |
DIP | BTD Capital Fund | 4.5 | 129 | -122 | 7.3 | -0.3 |
SDY | SPDR S&P Dividend ETF | 4.4 | 35 | -28 | 7.2 | -0.4 |
XJR | iShares ESG Screened S&P Small-Cap ETF | 4.4 | 12 | -5 | 7.9 | +0.3 |
DEMZ | Advisors Inner Circle Fund III DEMZ Political Contributions | 4.4 | 45 | -38 | 5.9 | -1.7 |
USVM | VictoryShares USAA MSCI USA Small Cap Value Momentum ETF | 4.4 | 25 | -18 | 10.0 | +2.4 |
SMDY | Syntax Stratified MidCap ETF | 4.4 | 35 | -28 | 8.0 | +0.4 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 4.4 | 28 | -21 | 7.1 | -0.5 |
ERTH | Invesco MSCI Sustainable Future ETF | 4.4 | 56 | -49 | 4.2 | -3.4 |
FYX | First Trust Small Cap Core AlphaDEX Fund | 4.3 | 61 | -54 | 8.4 | +0.8 |
YLDE | ClearBridge Dividend Strategy ESG ETF | 4.3 | 60 | -53 | 6.0 | -1.6 |
USXF | iShares ESG Advanced MSCI USA ETF | 4.3 | 10 | -3 | 5.7 | -1.9 |
EVUS | iShares ESG Aware MSCI USA Value ETF | 4.3 | 18 | -11 | 7.7 | +0.1 |
FLQM | Franklin LibertyQ U.S. Mid Cap Equity ETF | 4.3 | 30 | -23 | 9.2 | +1.6 |
VOOV | Vanguard S&P 500 Value ETF | 4.2 | 10 | -3 | 6.5 | -1.1 |
MBCC | Monarch Blue Chips Core ETF | 4.2 | 125 | -118 | 3.6 | -4.0 |
ISCG | iShares Morningstar Small-Cap Growth ETF | 4.2 | 6 | 1 | 2.3 | -5.3 |
IVE | iShares S&P 500 Value ETF | 4.2 | 18 | -11 | 6.4 | -1.2 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 4.2 | 4 | 3 | 6.6 | -1.0 |
IGPT | Invesco AI and Next Gen Software ETF | 4.2 | 50 | -43 | 5.1 | -2.5 |
NULV | Nuveen ESG Large-Cap Value ETF | 4.2 | 26 | -19 | 7.9 | +0.3 |
SMMD | iShares Russell 2500 ETF | 4.1 | 15 | -8 | 6.8 | -0.8 |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 4.1 | 17 | -10 | 7.2 | -0.4 |
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 4.1 | 15 | -8 | 7.2 | -0.4 |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 4.1 | 15 | -8 | 7.2 | -0.4 |
SSPX | Janus Henderson U.S. Sustainable Equity ETF | 4.1 | 55 | -48 | 4.2 | -3.4 |
REVS | Columbia Research Enhanced Value ETF | 4.1 | 19 | -12 | 8.6 | +1.0 |
JAVA | JPMorgan Active Value ETF | 4.1 | 44 | -37 | 6.8 | -0.8 |
HDUS | Hartford Disciplined US Equity ETF | 4.1 | 19 | -12 | 7.0 | -0.6 |
SCHV | Schwab U.S. Large-Cap Value ETF | 4.0 | 4 | 3 | 7.5 | -0.1 |
QVMS | Invesco S&P SmallCap 600 QVM Multi-factor ETF | 4.0 | 15 | -8 | 8.5 | +0.9 |
GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 4.0 | 20 | -13 | 7.5 | -0.1 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 4.0 | 67 | -60 | 11.0 | +3.4 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 3.9 | 39 | -32 | 4.8 | -2.8 |
SMLE | Xtrackers S&P SmallCap 600 ESG ETF | 3.8 | 15 | -8 | 8.5 | +0.9 |
SPMV | Invesco S&P 500 Minimum Variance ETF | 3.8 | 10 | -3 | 6.1 | -1.5 |
VICE | AdvisorShares Vice ETF | 3.8 | 99 | -92 | 8.0 | +0.4 |
BJK | VanEck Gaming ETF | 3.8 | 65 | -58 | 2.0 | -5.6 |
WCEO | Hypatia Women CEO ETF | 3.8 | 85 | -78 | 6.3 | -1.3 |
STXV | Strive 1000 Value ETF | 3.7 | 18 | -11 | 8.4 | +0.8 |
PSC | Principal U.S. Small Cap Index ETF | 3.7 | 38 | -31 | 8.6 | +1.0 |
FCTR | First Trust Lunt U.S. Factor Rotation ETF | 3.7 | 65 | -58 | 3.5 | -4.1 |
HUSV | First Trust Horizon Managed Volatility Domestic ETF | 3.6 | 70 | -63 | 5.8 | -1.8 |
ESIX | SPDR S&P SmallCap 600 ESG ETF | 3.6 | 12 | -5 | 8.6 | +1.0 |
TMFM | Motley Fool Mid-Cap Growth ETF | 3.6 | 85 | -78 | 4.3 | -3.3 |
SMLV | SPDR SSGA US Small Cap Low Volatility Index ETF | 3.6 | 12 | -5 | 8.5 | +0.9 |
EZM | WisdomTree U.S. MidCap Earnings Fund | 3.5 | 38 | -31 | 11.1 | +3.5 |
OSCV | Opus Small Cap Value Plus ETF | 3.5 | 79 | -72 | 6.4 | -1.2 |
UDI | USCF Dividend Income Fund | 3.5 | 65 | -58 | 8.2 | +0.6 |
SSPY | Syntax Stratified LargeCap ETF | 3.4 | 30 | -23 | 7.4 | -0.2 |
GPAL | Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca | 3.3 | 20 | -13 | 6.6 | -1.0 |
MDLV | Morgan Dempsey Large Cap Value ETF | 3.3 | 58 | -51 | 9.6 | +2.0 |
CHGX | Change Finance U.S. Large Cap Fossil Fuel Free ETF | 3.2 | 49 | -42 | 6.1 | -1.5 |
CLOU | Global X Cloud Computing ETF | 3.2 | 68 | -61 | 2.1 | -5.5 |
NOBL | ProShares S&P 500 Dividend Aristocrats ETF | 3.2 | 35 | -28 | 6.7 | -0.8 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 3.2 | 9 | -2 | 6.3 | -1.3 |
STXD | Strive 1000 Dividend Growth ETF | 3.1 | 35 | -28 | 6.2 | -1.4 |
SRET | Global X SuperDividend REIT ETF | 3.1 | 59 | -52 | 10.4 | +2.8 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 3.1 | 63 | -56 | 3.5 | -4.1 |
UTRN | Vesper U.S. Large Cap Short-Term Reversal Strategy ETF | 3.1 | 75 | -68 | 6.3 | -1.3 |
JEPI | JPMorgan Equity Premium Income ETF | 3.1 | 35 | -28 | 5.8 | -1.8 |
GBUY | Goldman Sachs Future Consumer Equity ETF | 3.1 | 75 | -68 | 3.2 | -4.4 |
ESGV | Vanguard ESG U.S. Stock ETF | 3.0 | 9 | -2 | 5.7 | -1.9 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 3.0 | 59 | -52 | 8.3 | +0.7 |
HAPY | Harbor Corporate Culture Leaders ETF | 3.0 | 50 | -43 | 4.4 | -3.2 |
GURU | Global X Guru Index ETF | 3.0 | 75 | -68 | 5.0 | -2.6 |
PLTL | Principal US Small-Cap Adaptive Multi-Factor ETF | 3.0 | 19 | -12 | 8.5 | +0.9 |
AFSM | First Trust Active Factor Small Cap ETF | 3.0 | 77 | -70 | 9.8 | +2.2 |
ROUS | Hartford Multifactor US Equity ETF | 2.9 | 19 | -12 | 8.3 | +0.7 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 2.9 | 59 | -52 | 7.1 | -0.5 |
VTV | Vanguard Value Index Fund | 2.9 | 4 | 3 | 7.8 | +0.2 |
CSML | IQ Chaikin U.S. Small Cap ETF | 2.9 | 35 | -28 | 6.8 | -0.8 |
FNK | First Trust Mid Cap Value AlphaDEX Fund | 2.9 | 70 | -63 | 12.3 | +4.7 |
DSI | iShares MSCI KLD 400 Social ETF | 2.9 | 25 | -18 | 5.9 | -1.7 |
PRF | Invesco FTSE RAFI US 1000 ETF | 2.9 | 39 | -32 | 7.6 | -0.0 |
DIVB | iShares Core Dividend | 2.8 | 5 | 2 | 9.0 | +1.4 |
STLV | iShares Factors US Value Style ETF | 2.8 | 25 | -18 | 9.4 | +1.8 |
FLRG | Fidelity U.S. Multifactor ETF | 2.8 | 29 | -22 | 7.8 | +0.2 |
FYT | First Trust Small Cap Value AlphaDEX Fund | 2.8 | 73 | -66 | 11.9 | +4.4 |
JVAL | JPMorgan U.S. Value Factor ETF | 2.8 | 12 | -5 | 9.5 | +1.9 |
GDIV | Harbor Dividend Growth Leaders ETF | 2.8 | 50 | -43 | 6.7 | -0.9 |
FTA | First Trust Large Cap Value AlphaDEX Fund | 2.8 | 59 | -52 | 10.1 | +2.6 |
FTC | First Trust Large Cap Growth AlphaDEX Fund | 2.8 | 59 | -52 | 4.3 | -3.3 |
CUT | Invesco MSCI Global Timber ETF | 2.8 | 61 | -54 | 9.1 | +1.5 |
WOOD | iShares Global Timber & Forestry ETF | 2.8 | 42 | -35 | 9.8 | +2.3 |
AFLG | First Trust Active Factor Large Cap ETF | 2.8 | 55 | -48 | 7.4 | -0.2 |
SSLY | Syntax Stratified SmallCap ETF | 2.7 | 40 | -33 | 8.1 | +0.5 |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 2.7 | 14 | -7 | 5.9 | -1.7 |
SIXA | 6 Meridian Mega Cap Equity ETF | 2.7 | 80 | -73 | 7.8 | +0.2 |
FDLO | Fidelity Low Volatility Factor ETF | 2.7 | 29 | -22 | 5.8 | -1.8 |
RESP | WisdomTree US ESG Fund of Benef Interest | 2.7 | 28 | -21 | 6.8 | -0.8 |
FDRR | Fidelity Dividend ETF for Rising Rates | 2.7 | 29 | -22 | 8.9 | +1.3 |
FQAL | Fidelity Quality Factor ETF | 2.7 | 29 | -22 | 6.1 | -1.5 |
CRUZ | Defiance Hotel Airline and Cruise ETF | 2.7 | 45 | -38 | -4.6 | -12.2 |
GK | AdvisorShares Gerber Kawasaki ETF | 2.7 | 81 | -74 | 5.2 | -2.4 |
SCHB | Schwab U.S. Broad Market ETF | 2.7 | 3 | 4 | 5.9 | -1.7 |
DEUS | Xtrackers Russell 1000 Comprehensive Factor ETF | 2.7 | 17 | -10 | 8.0 | +0.4 |
DVOL | First Trust Dorsey Wright Momentum & Low Volatility ETF | 2.7 | 60 | -53 | 5.4 | -2.2 |
XSLV | Invesco S&P SmallCap Low Volatility ETF | 2.7 | 25 | -18 | 7.2 | -0.4 |
VTHR | Vanguard Russell 3000 Index Fund | 2.7 | 10 | -3 | 5.7 | -1.9 |
IWV | iShares Russell 3000 ETF | 2.7 | 20 | -13 | 5.6 | -2.0 |
VTI | Vanguard Total Stock Market Index Fund | 2.7 | 3 | 4 | 5.7 | -1.9 |
FVAL | Fidelity Value Factor ETF | 2.7 | 29 | -22 | 8.3 | +0.8 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 2.7 | 3 | 4 | 5.8 | -1.8 |
CLRG | IQ Chaikin U.S. Large Cap ETF | 2.7 | 25 | -18 | 7.2 | -0.4 |
AIEQ | AI Powered Equity ETF | 2.7 | 75 | -68 | 5.3 | -2.3 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 2.6 | 9 | -2 | 5.6 | -2.0 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 2.6 | 20 | -13 | 5.7 | -1.9 |
JHML | John Hancock Multifactor Large Cap ETF | 2.6 | 29 | -22 | 6.4 | -1.2 |
RECS | Columbia Research Enhanced Core ETF | 2.6 | 15 | -8 | 6.7 | -0.9 |
TILT | Flexshares Morningstar US Market Factors Tilt Index Fund | 2.6 | 25 | -18 | 6.6 | -1.0 |
SCHK | Schwab 1000 Index ETF | 2.6 | 5 | 2 | 6.0 | -1.6 |
SPGP | Invesco S&P 500 GARP ETF | 2.6 | 36 | -29 | 9.3 | +1.7 |
IYY | iShares Dow Jones U.S. ETF | 2.6 | 20 | -13 | 5.8 | -1.8 |
SPTM | SPDR Portfolio Total Stock Market ETF | 2.6 | 3 | 4 | 6.2 | -1.4 |
DEIF | Sterling Capital Diverse Multi-Manager Active ETF | 2.6 | 65 | -58 | 7.1 | -0.5 |
IWB | iShares Russell 1000 ETF | 2.5 | 15 | -8 | 5.8 | -1.8 |
XVV | iShares ESG Screened S&P 500 ETF | 2.5 | 8 | -1 | 5.9 | -1.7 |
VONE | Vanguard Russell 1000 ETF | 2.5 | 8 | -1 | 5.8 | -1.8 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 2.5 | 15 | -8 | 5.6 | -2.0 |
QLC | FlexShares US Quality Large Cap Index Fund | 2.5 | 25 | -18 | 6.7 | -0.9 |
USMF | WisdomTree U.S. Multifactor Fund | 2.5 | 28 | -21 | 7.7 | +0.1 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 2.5 | 12 | -5 | 6.1 | -1.5 |
SUSA | iShares MSCI USA ESG Select ETF | 2.5 | 25 | -18 | 6.1 | -1.5 |
WDIV | SPDR Global Dividend ETF | 2.5 | 40 | -33 | 10.9 | +3.3 |
RNDV | US Equity Dividend Select ETF | 2.5 | 50 | -43 | 10.3 | +2.7 |
RNLC | Large Cap US Equity Select ETF | 2.5 | 60 | -53 | 7.5 | -0.1 |
SCHX | Schwab U.S. Large-Cap ETF | 2.5 | 3 | 4 | 5.9 | -1.7 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 2.5 | 15 | -8 | 7.4 | -0.2 |
IQSU | IQ Candriam ESG US Equity ETF | 2.5 | 9 | -2 | 5.5 | -2.1 |
ILCV | iShares Morningstar Value ETF | 2.4 | 4 | 3 | 7.7 | +0.1 |
ESGU | iShares MSCI USA ESG Optimized ETF | 2.4 | 15 | -8 | 5.9 | -1.7 |
VLU | SPDR S&P 1500 Value Tilt ETF | 2.4 | 12 | -5 | 8.3 | +0.7 |
ILCB | iShares Morningstar U.S. Equity ETF | 2.4 | 3 | 4 | 5.9 | -1.7 |
CIRC | JPMorgan Sustainable Consumption ETF | 2.4 | 49 | -42 | 5.8 | -1.8 |
TEMP | JPMorgan Climate Change Solutions ETF | 2.4 | 49 | -42 | 4.8 | -2.8 |
ILCG | iShares Morningstar Growth ETF | 2.4 | 4 | 3 | 4.6 | -3.0 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 2.4 | 9 | -2 | 5.9 | -1.7 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 2.4 | 70 | -63 | 3.4 | -4.2 |
USCA | Xtrackers MSCI USA Climate Action Equity ETF | 2.4 | 7 | 0 | 6.0 | -1.6 |
LEAD | Siren DIVCON Leaders Dividend ETF | 2.4 | 43 | -36 | 6.2 | -1.4 |
ROCI | ROC ETF | 2.4 | 49 | -42 | 5.3 | -2.3 |
SUSL | iShares ESG MSCI USA Leaders ETF | 2.4 | 10 | -3 | 5.9 | -1.7 |
FDMO | Fidelity Momentum Factor ETF | 2.4 | 29 | -22 | 4.3 | -3.3 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 2.4 | 10 | -3 | 6.0 | -1.6 |
SHE | SPDR SSGA Gender Diversity Index ETF | 2.4 | 20 | -13 | 6.0 | -1.6 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 2.4 | 20 | -13 | 5.8 | -1.8 |
JQUA | JPMorgan U.S. Quality Factor ETF | 2.4 | 12 | -5 | 6.5 | -1.1 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 2.3 | 11 | -4 | 5.9 | -1.7 |
TECB | iShares US Tech Breakthrough Multisector ETF | 2.3 | 40 | -33 | 4.9 | -2.7 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 2.3 | 20 | -13 | 7.9 | +0.3 |
SNPE | Xtrackers S&P 500 ESG ETF | 2.3 | 10 | -3 | 6.0 | -1.6 |
FLQS | Franklin LibertyQ U.S. Small Cap Equity ETF | 2.3 | 35 | -28 | 8.8 | +1.2 |
PBUS | Invesco PureBeta MSCI USA ETF | 2.3 | 4 | 3 | 5.9 | -1.7 |
DVND | Touchstone Dividend Select ETF | 2.3 | 67 | -60 | 6.9 | -0.7 |
RFDA | RiverFront Dynamic US Dividend Advantage ETF | 2.3 | 52 | -45 | 8.7 | +1.2 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 2.3 | 2 | 5 | 5.9 | -1.7 |
IVV | iShares Core S&P 500 ETF | 2.3 | 3 | 4 | 6.0 | -1.6 |
SPY | SPDR S&P 500 ETF Trust | 2.3 | 9 | -2 | 5.9 | -1.7 |
VOO | VANGUARD S&P 500 ETF | 2.3 | 3 | 4 | 6.0 | -1.6 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 2.3 | 12 | -5 | 6.1 | -1.5 |
SPLG | SPDR Portfolio S&P 500 ETF | 2.3 | 2 | 5 | 6.0 | -1.6 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 2.3 | 29 | -22 | 5.8 | -1.8 |
HAPI | Harbor Corporate Culture ETF | 2.2 | 36 | -29 | 5.5 | -2.1 |
VV | Vanguard Large-Cap Index Fund | 2.2 | 4 | 3 | 5.8 | -1.8 |
ADME | Aptus Drawdown Managed Equity ETF | 2.2 | 79 | -72 | 5.0 | -2.6 |
SIXL | 6 Meridian Low Beta Equity Strategy ETF | 2.2 | 80 | -73 | 6.0 | -1.6 |
FLLV | Franklin Liberty U.S. Low Volatility ETF | 2.2 | 29 | -22 | 6.4 | -1.2 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 2.2 | 7 | 0 | 5.8 | -1.8 |
ABEQ | Absolute Core Strategy ETF | 2.2 | 85 | -78 | 4.7 | -2.9 |
VOTE | Engine No. 1 Transform 500 ETF | 2.2 | 5 | 2 | 5.8 | -1.8 |
FSST | Fidelity Sustainability U.S. Equity ETF | 2.1 | 59 | -52 | 5.7 | -1.9 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 2.1 | 29 | -22 | 7.6 | -0.0 |
STRV | Strive 500 ETF | 2.1 | 5 | 2 | 5.8 | -1.8 |
SFY | SoFi Select 500 ETF | 2.1 | 0 | 7 | 5.6 | -2.0 |
QUAL | iShares MSCI Usa Quality Factor ETF | 2.1 | 15 | -8 | 6.6 | -1.0 |
JRNY | ALPS Global Travel Beneficiaries ETF | 2.1 | 65 | -58 | 0.8 | -6.8 |
FNDB | Schwab Fundamental U.S. Broad Market Index ETF | 2.1 | 25 | -18 | 7.6 | +0.1 |
VMAT | V-Shares MSCI World ESG Materiality and Carbon Transition ET | 2.1 | 39 | -32 | 6.4 | -1.2 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 2.0 | 75 | -68 | 6.3 | -1.3 |
FYC | First Trust Small Cap Growth AlphaDEX Fund | 2.0 | 71 | -64 | 2.0 | -5.6 |
VNSE | Natixis Vaughan Nelson Select ETF | 2.0 | 80 | -73 | 4.4 | -3.2 |
RFFC | RiverFront Dynamic US Flex-Cap ETF | 2.0 | 48 | -41 | 5.7 | -1.9 |
SPLV | Invesco S&P 500 Low Volatility ETF | 2.0 | 25 | -18 | 6.2 | -1.4 |
XRLV | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF | 2.0 | 25 | -18 | 6.4 | -1.2 |
JZRO | Janus Henderson Net Zero Transition Resources ETF | 2.0 | 61 | -54 | 7.7 | +0.1 |
STXG | Strive 1000 Growth ETF | 2.0 | 18 | -11 | 5.1 | -2.5 |
EQWL | Invesco Russell Top 200 Equal Weight ETF | 2.0 | 25 | -18 | 7.4 | -0.2 |
LRGF | iShares Edge MSCI Multifactor USA ETF | 1.9 | 8 | -1 | 6.9 | -0.7 |
BUYZ | Franklin Disruptive Commerce ETF | 1.9 | 50 | -43 | 2.1 | -5.5 |
ZECP | Zacks Earnings Consistent Portfolio ETF | 1.9 | 55 | -48 | 6.2 | -1.4 |
RAFE | PIMCO RAFI ESG U.S. ETF | 1.9 | 29 | -22 | 8.2 | +0.6 |
YALL | God Bless America ETF | 1.9 | 65 | -58 | 3.8 | -3.8 |
RVRB | Reverb ETF | 1.9 | 30 | -23 | 5.8 | -1.8 |
VIOG | Vanguard S&P Small-Cap 600 Growth ETF | 1.9 | 15 | -8 | 7.1 | -0.5 |
IJT | iShares S&P Small-Cap 600 Growth ETF | 1.9 | 25 | -18 | 6.9 | -0.7 |
SLYG | SPDR S&P 600 Small Cap Growth ETF | 1.9 | 15 | -8 | 7.0 | -0.6 |
RWJ | Invesco S&P SmallCap 600 Revenue ETF | 1.9 | 39 | -32 | 11.8 | +4.2 |
SMIG | AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF | 1.9 | 60 | -53 | 8.5 | +0.9 |
DIV | Global X SuperDividend US ETF | 1.9 | 45 | -38 | 8.5 | +1.0 |
SNPD | Xtrackers S&P ESG Dividend Aristocrats ETF | 1.9 | 15 | -8 | 7.4 | -0.2 |
SDIV | Global X SuperDividend ETF | 1.9 | 58 | -51 | 18.3 | +10.7 |
PFM | Invesco Dividend Achievers ETF | 1.8 | 53 | -46 | 6.4 | -1.2 |
RFV | Invesco S&P Midcap 400 Pure Value ETF | 1.8 | 35 | -28 | 11.1 | +3.5 |
OMFS | Invesco Russell 2000 Dynamic Multifactor ETF | 1.8 | 39 | -32 | 10.0 | +2.4 |
FVD | First Trust Value Line Dividend Index Fund | 1.8 | 65 | -58 | 6.8 | -0.8 |
PRAY | FIS Biblically Responsible Risk Managed ETF | 1.8 | 68 | -61 | 6.8 | -0.8 |
ROSC | Hartford Multifactor Small Cap ETF | 1.8 | 34 | -27 | 11.3 | +3.7 |
ACVF | American Conservative Values ETF | 1.7 | 75 | -68 | 5.1 | -2.5 |
OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 1.7 | 29 | -22 | 10.9 | +3.3 |
CGUS | Capital Group Core Equity ETF | 1.7 | 33 | -26 | 5.7 | -1.9 |
SPUS | SP Funds S&P 500 Sharia Industry Exclusions ETF | 1.7 | 49 | -42 | 5.3 | -2.3 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 1.7 | 9 | -2 | 6.5 | -1.1 |
QVML | Invesco S&P 500 QVM Multi-factor ETF | 1.7 | 11 | -4 | 6.2 | -1.4 |
TOK | iShares MSCI Kokusai ETF | 1.7 | 25 | -18 | 6.2 | -1.4 |
ISHP | First Trust S-Network E-Commerce ETF | 1.7 | 60 | -53 | 4.1 | -3.5 |
FDWM | Fidelity Women's Leadership ETF | 1.7 | 59 | -52 | 5.9 | -1.7 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 1.7 | 9 | -2 | 6.6 | -1.0 |
NULC | Nuveen ESG Large-Cap ETF | 1.7 | 21 | -14 | 6.0 | -1.6 |
QLV | FlexShares US Quality Low Volatility Index Fund | 1.7 | 22 | -15 | 5.9 | -1.7 |
FLV | American Century Focused Large Cap Value ETF | 1.7 | 42 | -35 | 7.1 | -0.5 |
VUG | Vanguard Growth Index Fund | 1.7 | 4 | 3 | 4.8 | -2.8 |
FNDX | Schwab Fundamental U.S. Large Co. Index ETF | 1.7 | 25 | -18 | 7.7 | +0.2 |
SMMV | iShares Edge MSCI Min Vol USA Small-Cap ETF | 1.7 | 20 | -13 | 5.8 | -1.8 |
VLUE | iShares MSCI USA Value Factor ETF | 1.7 | 15 | -8 | 11.9 | +4.3 |
IWX | iShares Russell Top 200 Value ETF | 1.7 | 20 | -13 | 7.2 | -0.4 |
EES | WisdomTree SmallCap Earnings Fund | 1.7 | 38 | -31 | 12.5 | +4.9 |
OALC | OneAscent Large Cap Core ETF | 1.6 | 82 | -75 | 6.1 | -1.5 |
CVAR | Cultivar ETF | 1.6 | 87 | -80 | 8.7 | +1.1 |
VT | Vanguard Total World Stock ETF | 1.6 | 7 | 0 | 6.6 | -1.0 |
URTH | iShares MSCI World ETF | 1.6 | 24 | -17 | 6.4 | -1.2 |
LRGE | ClearBridge Large Cap Growth ESG ETF | 1.6 | 59 | -52 | 3.7 | -3.9 |
SAMT | Strategas Macro Thematic Opportunities ETF | 1.6 | 65 | -58 | 4.0 | -3.6 |
NTZG | Nuveen Global Net Zero Transition ETF | 1.6 | 55 | -48 | 5.4 | -2.2 |
EPS | WisdomTree U.S. Earnings 500 Fund | 1.6 | 8 | -1 | 7.2 | -0.4 |
PLRG | Principal US Large-Cap Adaptive Multi-Factor ETF | 1.5 | 15 | -8 | 6.0 | -1.6 |
GDOC | Goldman Sachs Future Health Care Equity ETF | 1.5 | 75 | -68 | 1.8 | -5.8 |
FSMO | Fidelity Small-Mid Cap Opportunities ETF | 1.5 | 60 | -53 | 7.8 | +0.2 |
VSLU | Applied Finance Valuation Large Cap ETF | 1.5 | 49 | -42 | 6.6 | -1.0 |
JOET | Virtus Terranova US Quality Momentum ETF | 1.5 | 29 | -22 | 6.3 | -1.3 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 1.5 | 9 | -2 | 6.4 | -1.2 |
ESMV | iShares ESG MSCI USA Min Vol Factor ETF | 1.5 | 18 | -11 | 6.3 | -1.3 |
BRNY | Burney U.S. Factor Rotation ETF | 1.4 | 79 | -72 | 6.6 | -1.0 |
ACWI | iShares MSCI ACWI ETF | 1.4 | 32 | -25 | 6.5 | -1.1 |
VUSE | Vident Core US Equity Fund | 1.4 | 50 | -43 | 6.3 | -1.3 |
FMIL | Fidelity New Millennium ETF | 1.4 | 59 | -52 | 6.1 | -1.5 |
GTEK | Goldman Sachs Future Tech Leaders Equity ETF | 1.4 | 75 | -68 | 4.0 | -3.6 |
GUNR | FlexShares Morningstar Global Upstream Natural Resources Ind | 1.4 | 46 | -39 | 8.8 | +1.2 |
GENY | Principal Millennials Index ETF | 1.4 | 38 | -31 | 7.4 | -0.2 |
KRMA | Global X Conscious Companies ETF | 1.4 | 43 | -36 | 6.4 | -1.2 |
EGUS | iShares ESG Aware MSCI USA Growth ETF | 1.4 | 15 | -8 | 5.0 | -2.6 |
WKLY | SoFi Weekly Dividend ETF | 1.4 | 49 | -42 | 8.5 | +0.9 |
ESG | FlexShares STOXX US ESG Impact Index Fund | 1.4 | 32 | -25 | 5.6 | -2.0 |
OCEN | IQ Clean Oceans ETF | 1.3 | 45 | -38 | 7.1 | -0.5 |
ENTR | Entrepreneur 30 Fund | 1.3 | 75 | -68 | 3.3 | -4.3 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 1.3 | 49 | -42 | 5.6 | -2.0 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 1.3 | 75 | -68 | 5.5 | -2.1 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 1.3 | 20 | -13 | 6.9 | -0.7 |
QDIV | Global X S&P 500 Quality Dividend ETF | 1.3 | 20 | -13 | 9.8 | +2.2 |
CACG | ClearBridge All Cap Growth ETF | 1.3 | 54 | -47 | 3.9 | -3.7 |
UPWD | JPMorgan Social Advancement ETF | 1.3 | 49 | -42 | 5.8 | -1.8 |
GLRY | Inspire Faithward Mid Cap Momentum ESG ETF | 1.3 | 80 | -73 | 7.5 | -0.1 |
MGK | Vanguard Mega Cap Growth ETF | 1.2 | 7 | 0 | 4.9 | -2.7 |
VDNI | V-Shares US Leadership Diversity ETF | 1.2 | 29 | -22 | 6.2 | -1.4 |
WLDR | Affinity World Leaders Equity ETF | 1.2 | 67 | -60 | 9.3 | +1.7 |
GNR | SPDR S&P Global Natural Resources ETF | 1.2 | 40 | -33 | 9.4 | +1.8 |
KRUZ | Unusual Whales Subversive Republican Trading ETF | 1.2 | 75 | -68 | 4.8 | -2.8 |
MGC | Vanguard Mega Cap Index Fund | 1.2 | 7 | 0 | 5.7 | -1.9 |
RWK | Invesco S&P MidCap 400 Revenue ETF | 1.2 | 39 | -32 | 9.7 | +2.1 |
IWP | iShares Russell Mid-Cap Growth ETF | 1.2 | 23 | -16 | 4.5 | -3.1 |
DFND | Siren DIVCON Dividend Defender ETF | 1.1 | 189 | -182 | 5.0 | -2.6 |
SEIM | SEI Enhanced U.S. Large Cap Momentum Factor ETF | 1.1 | 15 | -8 | 6.4 | -1.2 |
IWL | iShares Russell Top 200 ETF | 1.1 | 15 | -8 | 5.6 | -2.0 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 1.1 | 0 | 7 | 5.7 | -1.9 |
GSPY | Gotham Enhanced 500 ETF | 1.1 | 50 | -43 | 6.2 | -1.4 |
DTEC | ALPS Disruptive Technologies ETF | 1.1 | 50 | -43 | 4.4 | -3.2 |
GDEF | Goldman Sachs Defensive Equity ETF | 1.1 | 55 | -48 | 5.1 | -2.5 |
MGV | Vanguard Mega Cap Value ETF | 1.1 | 7 | 0 | 7.5 | -0.1 |
TMFC | Motley Fool 100 Index ETF | 1.1 | 50 | -43 | 4.5 | -3.1 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 1.1 | 12 | -5 | 5.5 | -2.1 |
HLGE | Hartford Longevity Economy ETF | 1.1 | 44 | -37 | 8.8 | +1.2 |
DBLV | AdvisorShares DoubleLine Value Equity ETF | 1.1 | 91 | -84 | 8.7 | +1.2 |
DGRW | WisdomTree U.S. Quality Dividend Growth Fund | 1.1 | 28 | -21 | 6.5 | -1.1 |
DVLU | First Trust Dorsey Wright Momentum & Value ETF | 1.0 | 60 | -53 | 11.0 | +3.4 |
IETC | iShares Evolved U.S. Technology ETF | 1.0 | 18 | -11 | 5.2 | -2.4 |
PEXL | Pacer US Export Leaders ETF | 1.0 | 60 | -53 | 6.7 | -0.9 |
AHOY | Newday Ocean Health ETF | 1.0 | 75 | -68 | 6.4 | -1.2 |
SCHG | Schwab U.S. Large-Cap Growth ETF | 0.9 | 4 | 3 | 4.9 | -2.7 |
XT | iShares Exponential Technologies ETF | 0.9 | 46 | -39 | 3.9 | -3.7 |
HKND | Humankind US Stock ETF | 0.9 | 11 | -4 | 7.3 | -0.3 |
LVOL | American Century Low Volatility ETF | 0.9 | 29 | -22 | 5.8 | -1.8 |
MVPS | Amplify Thematic All-Stars ETF | 0.9 | 49 | -42 | 2.2 | -5.4 |
SVAL | iShares US Small Cap Value Factor ETF | 0.9 | 20 | -13 | 11.7 | +4.2 |
MGMT | Ballast Small/Mid Cap ETF | 0.9 | 110 | -103 | 6.9 | -0.7 |
IUSG | iShares Core S&P US Growth ETF | 0.9 | 4 | 3 | 6.0 | -1.6 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 0.9 | 19 | -12 | 7.1 | -0.5 |
IWF | iShares Russell 1000 Growth ETF | 0.8 | 19 | -12 | 5.3 | -2.3 |
VONG | Vanguard Russell 1000 Growth Index Fund | 0.8 | 8 | -1 | 5.4 | -2.2 |
SMOT | VanEck Morningstar SMID Moat ETF | 0.8 | 49 | -42 | 7.6 | 0.0 |
QUS | SPDR MSCI USA StrategicFactors ETF | 0.8 | 15 | -8 | 6.7 | -0.9 |
RZV | Invesco S&P Smallcap 600 Pure Value ETF | 0.8 | 35 | -28 | 13.5 | +5.9 |
GINN | Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF | 0.8 | 50 | -43 | 4.0 | -3.6 |
DIVD | Altrius Global Dividend ETF | 0.8 | 49 | -42 | 11.7 | +4.1 |
HLAL | Wahed FTSE USA Shariah ETF | 0.8 | 50 | -43 | 5.4 | -2.2 |
IWO | iShares Russell 2000 Growth ETF | 0.8 | 24 | -17 | 1.8 | -5.8 |
IWY | iShares Russell Top 200 Growth ETF | 0.8 | 20 | -13 | 5.4 | -2.2 |
JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF | 0.8 | 30 | -23 | 9.5 | +1.9 |
VTWG | Vanguard Russell 2000 Growth Index Fund | 0.8 | 15 | -8 | 1.7 | -5.9 |
SPMO | Invesco S&P 500 Momentum ETF | 0.8 | 13 | -6 | 7.0 | -0.6 |
USVT | US Value ETF | 0.8 | 49 | -42 | 11.7 | +4.1 |
KOCG | FIS Knights of Columbus Global Belief ETF | 0.8 | 75 | -68 | 7.5 | -0.1 |
AIVL | WisdomTree U.S. AI Enhanced Value Fund | 0.8 | 38 | -31 | 7.2 | -0.4 |
FOVL | iShares Focused Value Factor ETF | 0.7 | 25 | -18 | 11.6 | +4.0 |
SMCP | AlphaMark Actively Managed Small Cap ETF | 0.7 | 90 | -83 | 0.0 | -7.6 |
ONEQ | Fidelity Nasdaq Composite Index Tracking Stock | 0.7 | 21 | -14 | 4.2 | -3.4 |
IVW | iShares S&P 500 Growth ETF | 0.7 | 18 | -11 | 5.8 | -1.8 |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 0.7 | 4 | 3 | 6.0 | -1.6 |
HAP | VanEck Natural Resources ETF | 0.7 | 50 | -43 | 8.2 | +0.6 |
VOOG | Vanguard S&P 500 Growth ETF | 0.7 | 10 | -3 | 5.9 | -1.7 |
RWL | Invesco S&P 500 Revenue ETF | 0.7 | 39 | -32 | 7.4 | -0.2 |
SPVM | Invesco S&P 500 Value with Momentum ETF | 0.7 | 39 | -32 | 9.7 | +2.1 |
DGT | SPDR Global Dow ETF | 0.6 | 50 | -43 | 7.5 | -0.1 |
SNPG | Xtrackers S&P 500 Growth ESG ETF | 0.6 | 15 | -8 | 5.5 | -2.1 |
ESGG | FlexShares STOXX Global ESG Impact Index Fund | 0.6 | 42 | -35 | 6.5 | -1.1 |
METV | Roundhill Ball Metaverse ETF | 0.6 | 59 | -52 | 4.5 | -3.1 |
BFTR | Future Innovators ETF | 0.6 | 80 | -73 | 2.4 | -5.2 |
TMDV | ProShares Russell US Dividend Growers ETF | 0.6 | 35 | -28 | 6.8 | -0.7 |
JSML | Janus Henderson Small Cap Growth Alpha ETF | 0.6 | 30 | -23 | 11.3 | +3.8 |
REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETF | 0.6 | 40 | -33 | 7.4 | -0.2 |
SPHQ | Invesco S&P 500 Quality ETF | 0.6 | 15 | -8 | 6.1 | -1.5 |
SIXS | 6 Meridian Small Cap Equity ETF | 0.6 | 89 | -82 | 8.6 | +1.0 |
NANC | Unusual Whales Subversive Democratic Trading ETF | 0.6 | 75 | -68 | 4.8 | -2.8 |
TMFS | Motley Fool Small Cap Growth ETF | 0.6 | 85 | -78 | 1.8 | -5.8 |
TMFX | Motley Fool Next Index ETF | 0.6 | 50 | -43 | 3.9 | -3.7 |
SMDV | ProShares Russell 2000 Dividend Growers ETF | 0.5 | 40 | -33 | 7.9 | +0.4 |
XSHD | Invesco S&P SmallCap High Dividend Low Volatility ETF | 0.5 | 30 | -23 | 11.6 | +4.0 |
OEF | iShares S&P 100 ETF | 0.5 | 20 | -13 | 5.6 | -2.0 |
XMMO | Invesco S&P MidCap Momentum ETF | 0.5 | 33 | -26 | 6.5 | -1.1 |
QGRW | WisdomTree U.S. Quality Growth Fund | 0.5 | 28 | -21 | 5.7 | -1.9 |
QWLD | SPDR MSCI World StrategicFactors ETF | 0.5 | 30 | -23 | 7.6 | -0.0 |
CSD | Invesco S&P Spin-Off ETF | 0.4 | 65 | -58 | 6.5 | -1.1 |
PDP | Invesco DWA Momentum ETF | 0.4 | 62 | -55 | 4.7 | -2.9 |
IOO | iShares Global 100 ETF | 0.4 | 41 | -34 | 6.1 | -1.5 |
IUS | Invesco Strategic US ETF | 0.4 | 19 | -12 | 8.1 | +0.5 |
WTV | WisdomTree US Value Fund | 0.4 | 12 | -5 | 8.9 | +1.3 |
IEDI | iShares Evolved U.S. Discretionary Spending ETF | 0.4 | 18 | -11 | 5.5 | -2.1 |
XSMO | Invesco S&P SmallCap Momentum ETF | 0.4 | 39 | -32 | 6.1 | -1.5 |
HELX | Franklin Genomic Advancements ETF | 0.4 | 50 | -43 | 1.9 | -5.7 |
NULG | Nuveen ESG Large-Cap Growth ETF | 0.4 | 26 | -19 | 4.7 | -2.9 |
FPX | First Trust US IPO Index Fund | 0.4 | 61 | -54 | 0.6 | -7.0 |
PYZ | Invesco DWA Basic Materials Momentum ETF | 0.3 | 60 | -53 | 9.9 | +2.3 |
IWC | iShares Micro-Cap ETF | 0.3 | 60 | -53 | -3.9 | -11.5 |
SQEW | LeaderShares Equity Skew ETF | 0.3 | 75 | -68 | 5.8 | -1.8 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 0.3 | 25 | -18 | 8.7 | +1.1 |
AUSF | Global X Adaptive U.S. Factor ETF | 0.3 | 27 | -20 | 6.3 | -1.3 |
VSMV | VictoryShares US Multi-Factor Minimum Volatility ETF | 0.3 | 35 | -28 | 7.6 | +0.1 |
PKW | Invesco Buyback Achievers ETF | 0.3 | 64 | -57 | 9.0 | +1.4 |
DGRS | WisdomTree US SmallCap Quality Dividend Growth Fund | 0.2 | 38 | -31 | 11.0 | +3.4 |
DWAS | Invesco DWA SmallCap Momentum ETF | 0.2 | 60 | -53 | 1.4 | -6.2 |
YOLO | AdvisorShares Pure Cannabis ETF | 0.2 | 88 | -81 | -50.3 | -57.9 |
POTX | Global X Cannabis ETF | 0.2 | 51 | -44 | -77.3 | -84.9 |
MJ | ETFMG Alternative Harvest ETF | 0.2 | 75 | -68 | -92.3 | -99.9 |
CNBS | Amplify Seymour Cannabis ETF | 0.2 | 75 | -68 | -17.7 | -25.3 |
TOKE | Cambria Cannabis ETF | 0.2 | 42 | -35 | -20.1 | -27.7 |
MJUS | ETFMG U.S. Alternative Harvest ETF | 0.2 | 75 | -68 | -25.6 | -33.2 |
THCX | The Cannabis ETF | 0.2 | 75 | -68 | -64.4 | -72.0 |
VALQ | American Century STOXX U.S. Quality Value ETF | 0.2 | 29 | -22 | 8.5 | +0.9 |
SPVU | Invesco S&P 500 Enhanced Value ETF | 0.2 | 13 | -6 | 11.3 | +3.7 |
VFMV | Vanguard U.S. Minimum Volatility ETF | 0.2 | 13 | -6 | 6.4 | -1.2 |
GLOF | iShares Global Equity Factor ETF | 0.2 | 20 | -13 | 9.0 | +1.4 |
USMV | iShares Edge MSCI Min Vol USA ETF | 0.1 | 15 | -8 | 6.4 | -1.2 |
MSOS | AdvisorShares Pure US Cannabis ETF | 0.1 | 80 | -73 | -3.8 | -11.4 |
FBCG | Fidelity Blue Chip Growth ETF | 0.1 | 59 | -52 | 2.3 | -5.3 |
XSVM | Invesco S&P SmallCap Value with Momentum ETF | 0.1 | 39 | -32 | 12.1 | +4.5 |
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
2018 | 2019 | 2020 | 2021 | 2022 | 2023E | 2024E | |
---|---|---|---|---|---|---|---|
Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share ![]() |
** | ** | ** | ** | ** | ** | ** |
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 |
*Six months ago = 100 |
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VALUATION METRICS
2022 | 2023E | 2024E | |
---|---|---|---|
Price-to-sales | ** | ** | ** |
Price-to-earnings | ** | ** | ** |
Price-to-cash flow | ** | ** | ** |
Price-to-growth | ** | ** | ** |
Price-to-book value | ** | ** | ** |
Yield | ** | ** | ** |
Historical valuation trends
Forward multiple: |
Schwab U.S. 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™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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