Global X SuperDividend ETF
ALTAR
Score™		 20.4% info Recommen-
dation		 SPECULATIVE
2023E    2024E
P/E
ratio		 6.6x P/Sales
ratio		 0.7x
P/BV
ratio		 0.7x Div.
yield		 11.2%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
Global X SuperDividend ETF is an exchange-traded fund incorporated in the USA. The Fund seeks to track the performance of the Solactive Global SuperDividend Index.

FUND BASICS
Category Global Equities
Fund Sponsor Global X Management Co LLC
Website www.globalxfunds.com
Inception date Jun 08, 2011
Assets (mns) $733
Currency USD
Expense ratio 58 bp
Distributions Monthly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian Brown Brothers Harriman & Co
Weighting Equal
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 128
Wgt avg mkt cap (mns) $3,295
Large cap (>$10bn) 4.0%
Mid cap ($2-10bn) 29.9%
Small cap (<$2bn) 55.3%
Developed mkts 62.0%
Emerging mkts 38.0%

TOP TEN HOLDINGS
READY CAPITAL CORPORATION 2.2 %
CASH 2.1 %
PETROBRAS - PETROLEO BRAS-PR 1.2 %
MFA FINANCIAL, INC. 1.2 %
CIA PARANAENSE DE ENERGI-PFB 1.2 %
ELLINGTON FINANCIAL LLC 1.2 %
ARBOR REALTY TRUST INC 1.1 %
NEW YORK MORTGAGE TRUST INC 1.1 %
BW LPG LTD 1.1 %
VTECH HOLDINGS LTD 1.1 %
Total 13.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 30.4 %
BRAZIL 13.7 %
AUSTRALIA 8.9 %
HONG KONG 8.4 %
CHINA 7.0 %
BRITAIN 4.5 %
SOUTH AFRICA 3.8 %
TAIWAN 2.3 %
SINGAPORE 1.8 %
BERMUDA 1.8 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-8.6% -25.1% -11.7% -3.4% -2.7%

Market Correlations
versus... Beta R-squared
S&P500 -0.52 1%
MSCI EAFE 0.87 2%
MSCI Emg. Mkts. 0.56 1%

Technical Indicators
Recent close $21.86
30d moving avg. $21.86
Annualized volatility 111.3%
Short interest (ETF) 2.5%
Relative strength (RSI) 44

Liquidity measures
Avg. volume (thou.) 223
Turnover 0.7%
Bid/Ask (% of price) 0.19%
ADV underlying (mns) $2,173

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 704 potential alternatives to the Global X SuperDividend ETF ETF based on the alternatives' overlap in portfolio holdings with SDIV. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: SDIV Expense: 58 bp ALTAR Score™: 20.4%


ALTERNATIVE ETFs BASED ON OVERLAP WITH SDIV
Ticker Fund
Name		 Overlap1
vs SDIV
(%)		 Expense
ratio
(bp)		 Savings
vs SDIV
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs SDIV
(%)
RIET Hoya Capital High Dividend Yield ETF 23.9 50 8 12.2 -8.2
MORT VanEck Mortgage REIT Income ETF 21.2 41 17 13.5 -6.9
DVYE iShares Emerging Markets Dividend ETF 19.6 49 9 19.5 -0.8
REM iShares Mortgage Real Estate ETF 17.9 48 10 15.2 -5.2
KBWD Invesco KBW High Dividend Yield Financial ETF 11.4 124 -66 13.1 -7.3
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 8.4 30 28 13.0 -7.3
BOAT SonicShares Global Shipping ETF 7.3 69 -11 20.5 +0.1
EEMD AAM S&P Emerging Markets High Dividend Value ETF 7.3 49 9 17.8 -2.5
DVYA iShares Asia/Pacific Dividend ETF 6.8 49 9 14.3 -6.1
EDOG ALPS Emerging Sector Dividend Dogs ETF 6.6 60 -2 13.1 -7.3
FBZ First Trust Brazil AlphaDEX Fund 6.5 80 -22 11.2 -9.2
FEM First Trust Emerging Markets AlphaDEX Fund 6.3 80 -22 16.8 -3.6
SRET Global X SuperDividend REIT ETF 6.0 58 0 9.6 -10.7
EYLD Cambria Emerging Shareholder Yield ETF 5.9 64 -6 14.5 -5.9
DIV Global X SuperDividend US ETF 5.8 45 13 9.2 -11.1
SDEM Global X MSCI SuperDividend Emerging Markets ETF 5.7 67 -9 18.0 -2.4
FLBR Franklin FTSE Brazil ETF 5.7 19 39 9.3 -11.1
CGV Conductor Global Equity Value ETF 5.5 128 -70 11.4 -9.0
HOMZ Hoya Capital Housing ETF 5.5 30 28 9.5 -10.9
FYLD Cambria Foreign Shareholder Yield ETF 5.5 59 -1 14.5 -5.9
UEVM VictoryShares USAA MSCI Emerging Markets Value Momentum ETF 5.4 45 13 13.4 -7.0
ROAM Hartford Multifactor Emerging Markets ETF 5.4 44 14 13.2 -7.1
VIDI Vident International Equity Fund 5.3 61 -3 11.9 -8.5
ECOW Pacer Emerging Markets Cash Cows 100 ETF 5.3 70 -12 14.8 -5.5
DEM WisdomTree Emerging Markets High Dividend Fund 5.1 63 -5 14.6 -5.7
IQDF FlexShares International Quality Dividend Index Fund 5.1 47 11 12.0 -8.3
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 5.0 51 7 11.0 -9.4
ICAP InfraCap Equity Income Fund ETF 4.9 80 -22 11.2 -9.2
FDVV Fidelity Core Dividend ETF 4.9 29 29 11.1 -9.3
KBWY Invesco KBW Premium Yield Equity REIT ETF 4.8 35 23 17.1 -3.3
RDOG ALPS REIT Dividend Dogs ETF 4.8 35 23 12.7 -7.6
JPEM J.P. Morgan Diversified Return Emerging Markets Equity ETF 4.8 44 14 11.0 -9.4
BLDG Cambria Global Real Estate ETF 4.7 59 -1 9.4 -11.0
IDV iShares International Select Dividend ETF 4.7 49 9 16.3 -4.0
EEMO Invesco S&P Emerging Markets Momentum ETF 4.7 31 27 9.1 -11.2
RODE Hartford Multifactor Diversified International ETF 4.7 29 29 13.0 -7.4
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 4.6 39 19 13.0 -7.3
PXH Invesco FTSE RAFI Emerging Markets ETF 4.6 50 8 13.4 -7.0
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 4.6 95 -37 9.3 -11.1
FLLA Franklin FTSE Latin America ETF 4.5 19 39 14.9 -5.5
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 4.5 58 0 14.0 -6.3
PSCF Invesco S&P SmallCap Financials ETF 4.5 29 29 11.2 -9.2
HDAW Xtrackers MSCI All World ex US High Dividend Yield Equity ET 4.5 20 38 12.7 -7.7
DTH WisdomTree International High Dividend Fund 4.5 58 0 11.5 -8.9
IQDE FlexShares International Quality Dividend Defensive Index ET 4.5 47 11 10.2 -10.1
EWZS iShares MSCI Brazil Small-Cap ETF 4.5 57 1 7.3 -13.1
FTRI First Trust Indxx Global Natural Resources Income ETF 4.4 70 -12 20.2 -0.1
FCA First Trust China AlphaDEX Fund 4.4 80 -22 18.9 -1.4
IQDY FlexShares International Quality Dividend Dynamic Index Fund 4.4 47 11 11.7 -8.7
FEMS First Trust Emerging Markets Small Cap Alphadex Fund 4.2 80 -22 12.8 -7.6
FIDI Fidelity International High Dividend ETF 4.2 39 19 12.7 -7.7
EWZ iShares MSCI Brazil Capped ETF 4.1 57 1 8.0 -12.4
FDEM Fidelity Emerging Markets Multifactor ETF 4.0 45 13 13.3 -7.0
ICOW Pacer Developed Markets International Cash Cows 100 ETF 4.0 65 -7 16.5 -3.9
GNR SPDR S&P Global Natural Resources ETF 4.0 40 18 10.4 -9.9
DFEV Dimensional Emerging Markets Value ETF 4.0 43 15 12.6 -7.8
HDEF Xtrackers MSCI EAFE High Dividend Yield Hedged Equity ETF 3.9 20 38 10.6 -9.7
EFAS Global X MSCI SuperDividend EAFE ETF 3.9 55 3 12.4 -7.9
DEHP Dimensional Emerging Markets High Profitability ETF 3.9 41 17 8.5 -11.9
GVAL Cambria Global Value ETF 3.8 71 -13 12.9 -7.5
FLAU Franklin FTSE Australia ETF 3.8 9 49 6.8 -13.5
RFDA RiverFront Dynamic US Dividend Advantage ETF 3.7 52 6 7.6 -12.8
DMDV AAM S&P Developed Markets High Dividend Value ETF 3.7 39 19 17.9 -2.5
PICK iShares MSCI Global Metals & Mining Producers ETF 3.6 39 19 13.0 -7.3
GCOW Pacer Global High Dividend ETF 3.5 60 -2 16.7 -3.6
RFDI First Trust Riverfront Dynamic Developed International ETF 3.5 83 -25 9.8 -10.5
BBAX JPMorgan BetaBuilders Developed Asia ex-Japan ETF 3.4 19 39 6.5 -13.9
FILL iShares MSCI Global Energy Producers ETF 3.3 39 19 9.5 -10.9
SEA U.S. Global Sea to Sky Cargo ETF 3.3 60 -2 32.9 +12.6
FXO First Trust Financials AlphaDEX Fund 3.2 61 -3 11.9 -8.5
EWA iShares MSCI Australia ETF 3.2 50 8 6.5 -13.9
EPP iShares MSCI Pacific ex-Japan ETF 3.2 47 11 6.0 -14.4
DFEM Dimensional Emerging Markets Core Equity 2 ETF 3.1 39 19 9.4 -11.0
HAP VanEck Natural Resources ETF 3.1 49 9 8.9 -11.5
MXI iShares Global Materials ETF 3.0 40 18 8.3 -12.1
VYMI Vanguard International High Dividend Yield ETF 3.0 22 36 11.1 -9.3
DEW WisdomTree Global High Dividend Fund 3.0 58 0 10.5 -9.9
IDOG ALPS International Sector Dividend Dogs ETF 3.0 50 8 13.2 -7.2
JHID John Hancock International High Dividend ETF 3.0 46 12 12.0 -8.4
ISCV iShares Morningstar Small Cap Value ETF 3.0 6 52 8.5 -11.9
DIVI Franklin International Core Dividend Tilt Index ETF 2.9 9 49 9.2 -11.2
RNSC Small Cap US Equity Select ETF 2.9 60 -2 9.0 -11.4
ECNS iShares MSCI China Small-Cap ETF 2.9 57 1 9.1 -11.2
CID VictoryShares Intl High Dividend Volatility Wtd Index ETF 2.9 45 13 10.8 -9.5
IQLT iShares Edge MSCI Intl Quality Factor ETF 2.9 30 28 7.8 -12.5
TTAI TrimTabs All Cap International Free-Cash-Flow ETF 2.9 61 -3 9.1 -11.2
IWN iShares Russell 2000 Value ETF 2.8 23 35 6.3 -14.0
FIVA Fidelity International Value Factor ETF 2.8 39 19 10.6 -9.8
RNEM First Trust Emerging Markets Equity Select ETF 2.8 75 -17 8.7 -11.7
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 2.8 40 18 9.4 -11.0
VTWV Vanguard Russell 2000 Value Index Fund 2.8 15 43 6.1 -14.3
ION ProShares S&P Global Core Battery Metals ETF 2.8 58 0 9.2 -11.1
DWM WisdomTree International Equity Fund 2.8 48 10 9.3 -11.1
FLN First Trust Latin America AlphaDEX Fund 2.8 80 -22 10.6 -9.7
FGD First Trust Dow Jones Global Select Dividend Index Fund 2.7 57 1 15.5 -4.8
SCHY Schwab International Dividend Equity ETF 2.7 14 44 8.9 -11.5
AVES Avantis Emerging Markets Value ETF 2.7 36 22 14.6 -5.8
AVEM Avantis Emerging Markets Equity ETF 2.6 33 25 9.9 -10.5
IPAC iShares Core MSCI Pacific ETF 2.6 9 49 7.2 -13.1
FYT First Trust Small Cap Value AlphaDEX Fund 2.6 71 -13 11.8 -8.6
DIM WisdomTree International MidCap Dividend Fund 2.6 58 0 9.4 -10.9
DFAE Dimensional Emerging Core Equity Market ETF 2.6 35 23 8.7 -11.7
DOL WisdomTree International LargeCap Dividend Fund 2.6 48 10 9.7 -10.7
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 2.6 46 12 9.5 -10.9
IYR iShares U.S. Real Estate ETF 2.5 39 19 7.1 -13.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.5 29 29 8.3 -12.1
INTF iShares Edge MSCI Multifactor Intl ETF 2.4 15 43 8.8 -11.6
VPL Vanguard FTSE Pacific ETF 2.4 8 50 7.5 -12.9
SHPP Pacer Industrials and Logistics ETF 2.3 60 -2 11.2 -9.2
JPIN JPMorgan Diversified Return International Equity ETF 2.3 37 21 9.3 -11.1
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 2.3 80 -22 9.4 -11.0
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 2.3 59 -1 11.2 -9.1
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 2.3 80 -22 9.5 -10.9
FXI iShares China Large-Cap ETF 2.3 74 -16 13.4 -7.0
EMGF iShares MSCI Emerging Markets Multifactor ETF 2.2 45 13 9.5 -10.8
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.2 65 -7 8.5 -11.9
IDMO Invesco S&P International Developed Momentum ETF 2.2 25 33 7.9 -12.5
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 2.2 40 18 8.5 -11.8
FDT First Trust Developed Markets ex-US Alphadex Fund 2.2 80 -22 11.5 -8.9
UMMA Wahed Dow Jones Islamic World ETF 2.2 65 -7 5.0 -15.4
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 2.2 30 28 9.7 -10.7
FDRR Fidelity Dividend ETF for Rising Rates 2.2 29 29 9.1 -11.3
IVLU iShares Edge MSCI Intl Value Factor ETF 2.2 30 28 11.6 -8.8
CHIE Global X MSCI China Energy ETF 2.1 67 -9 15.1 -5.2
CGXU Capital Group International Focus Equity ETF 2.1 54 4 4.4 -16.0
VBR Vanguard Small Cap Value Index Fund 2.1 7 51 9.2 -11.2
IJS iShares S&P Small-cap 600 Value ETF 2.1 18 40 9.3 -11.1
AVIV Avantis International Large Cap Value ETF 2.1 25 33 9.9 -10.5
QEFA SPDR MSCI EAFE Quality Mix ETF 2.1 30 28 7.7 -12.7
SLYV SPDR S&P 600 Small Cap Value ETF 2.1 15 43 9.2 -11.1
BKF iShares MSCI BRIC ETF 2.1 70 -12 8.5 -11.9
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 2.1 25 33 9.9 -10.5
EFV iShares MSCI EAFE Value ETF 2.1 35 23 9.9 -10.4
RYJ Invesco Raymond James SB-1 Equity ETF 2.0 81 -23 5.4 -15.0
JHEM John Hancock Multifactor Emerging Markets ETF 2.0 49 9 8.8 -11.6
REZ iShares Residential Real Estate Capped ETF 2.0 48 10 6.2 -14.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.0 15 43 9.3 -11.1
MEM Matthews Emerging Markets Equity Active ETF 2.0 79 -21 5.8 -14.6
FLZA Franklin FTSE South Africa ETF 1.9 19 39 9.7 -10.7
CHIX Global X MSCI China Financials ETF 1.9 65 -7 24.1 +3.7
FYX First Trust Small Cap Core AlphaDEX Fund 1.9 61 -3 8.2 -12.2
JIDA JPMorgan ActiveBuilders International Equity ETF 1.9 25 33 7.3 -13.1
AUSF Global X Adaptive U.S. Factor ETF 1.9 27 31 10.3 -10.1
AFSM First Trust Active Factor Small Cap ETF 1.9 75 -17 10.1 -10.3
FNK First Trust Mid Cap Value AlphaDEX Fund 1.9 70 -12 12.9 -7.5
AVDV Avantis International Small Cap Value ETF 1.9 36 22 9.6 -10.8
RODM Hartford Multifactor Developed Markets (ex-US) ETF 1.9 29 29 9.9 -10.4
SMDY Syntax Stratified MidCap ETF 1.9 35 23 8.1 -12.3
LVHI Legg Mason International Low Volatility High Dividend ETF 1.9 40 18 10.5 -9.9
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 1.8 39 19 8.4 -12.0
DGT SPDR Global Dow ETF 1.8 50 8 7.8 -12.6
USVT US Value ETF 1.8 49 9 12.3 -8.1
EDIV SPDR S&P Emerging Markets Dividend ETF 1.8 49 9 12.9 -7.4
SLX VanEck Steel ETF 1.8 55 3 26.1 +5.7
CEFA Global X S&P Catholic Values Developed ex-U.S. ETF 1.8 35 23 7.4 -13.0
PXUS Principal International Adaptive Multi-Factor ETF 1.8 24 34 7.4 -13.0
BRF VanEck Brazil Small-Cap ETF 1.8 59 -1 6.4 -14.0
FEP First Trust Europe AlphaDEX Fund 1.8 80 -22 10.5 -9.9
VWID Virtus WMC International Dividend ETF 1.8 49 9 10.1 -10.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.8 31 27 8.6 -11.8
ROSC Hartford Multifactor Small Cap ETF 1.8 34 24 11.5 -8.9
KOCG FIS Knights of Columbus Global Belief ETF 1.8 75 -17 7.5 -12.8
WWJD Inspire International ESG ETF 1.8 69 -11 8.1 -12.3
AIVI WisdomTree International AI Enhanced Value Fund 1.7 58 0 8.4 -12.0
EFA iShares MSCI EAFE ETF 1.7 32 26 7.4 -13.0
GLOF iShares Global Equity Factor ETF 1.7 20 38 8.7 -11.7
GXC SPDR S&P China ETF 1.7 59 -1 10.5 -9.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.7 39 19 4.1 -16.3
DFE WisdomTree Europe SmallCap Dividend Fund 1.7 58 0 11.0 -9.4
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 1.7 35 23 7.5 -12.9
OBOR KraneShares MSCI One Belt One Road Index ETF 1.7 78 -20 11.2 -9.2
MCHI iShares MSCI China ETF 1.7 57 1 10.5 -9.9
IDHQ Invesco S&P International Developed Quality ETF 1.7 29 29 7.9 -12.5
FLCH Franklin FTSE China ETF 1.7 19 39 10.7 -9.6
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 1.7 39 19 8.2 -12.2
GSID Goldman Sachs MarketBeta International Equity ETF 1.7 20 38 7.7 -12.7
PBEE Invesco PureBeta FTSE Emerging Markets ETF 1.7 16 42 8.3 -12.0
IEFA iShares Core MSCI EAFE ETF 1.7 7 51 7.5 -12.9
SCHE Schwab Emerging Markets Equity ETF 1.7 11 47 8.2 -12.2
CWI SPDR MSCI ACWI ex-US ETF 1.6 30 28 7.8 -12.5
BICK First Trust BICK Index Fund 1.6 64 -6 5.3 -15.1
NUSC Nuveen ESG Small-Cap ETF 1.6 30 28 5.6 -14.8
SPEM SPDR Portfolio Emerging Markets ETF 1.6 11 47 8.1 -12.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.6 9 49 4.7 -15.7
IMFL Invesco International Developed Dynamic Multifactor ETF 1.6 34 24 6.6 -13.7
IWM iShares Russell 2000 ETF 1.6 19 39 4.5 -15.9
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 1.6 45 13 9.0 -11.4
EEMS iShares MSCI Emerging Markets Small Cap ETF 1.6 68 -10 6.3 -14.1
HFXI IQ 50 Percent Hedged FTSE International ETF 1.6 20 38 7.7 -12.7
PBDM Invesco PureBeta FTSE Developed ex-North America ETF 1.6 7 51 7.6 -12.8
JIRE JPMorgan International Research Enhanced Equity ETF 1.6 24 34 7.7 -12.7
BKIE BNY Mellon International Equity ETF 1.6 4 54 8.1 -12.3
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 1.6 11 47 7.5 -12.9
VTWO Vanguard Russell 2000 Index Fund 1.6 10 48 4.4 -15.9
FNDF Schwab Fundamental International Large Co. Index ETF 1.6 25 33 9.3 -11.1
FRI First Trust S&P REIT Index Fund 1.6 50 8 7.1 -13.3
DWMF WisdomTree International Multifactor Fund 1.6 38 20 8.7 -11.7
RFEU First Trust Riverfront Dynamic Europe ETF 1.5 83 -25 10.0 -10.4
DSMC Distillate Small/Mid Cash Flow ETF 1.5 55 3 13.7 -6.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.5 20 38 7.9 -12.5
ISCB iShares Morningstar Small-Cap ETF 1.5 4 54 5.2 -15.2
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.5 80 -22 7.1 -13.3
EIDO iShares MSCI Indonesia ETF 1.5 57 1 7.2 -13.2
VEU Vanguard FTSE All-World ex-US Index Fund 1.5 7 51 7.9 -12.5
IQSM IQ Candriam ESG U.S. Mid Cap Equity ETF 1.5 15 43 7.3 -13.1
EDEN iShares MSCI Denmark Capped ETF 1.5 53 5 6.3 -14.1
FYC First Trust Small Cap Growth AlphaDEX Fund 1.5 70 -12 2.0 -18.4
ISCF iShares Edge MSCI Multifactor Intl Small-Cap ETF 1.5 40 18 8.6 -11.8
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.5 38 20 7.4 -13.0
DFIV Dimensional International Value ETF 1.5 30 28 9.6 -10.8
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.5 60 -2 6.2 -14.1
IJJ iShares S&P Mid-Cap 400 Value ETF 1.5 18 40 9.4 -10.9
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.5 15 43 9.5 -10.9
EZA iShares MSCI South Africa ETF 1.5 57 1 9.9 -10.5
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 1.5 45 13 9.2 -11.2
MDYV SPDR S&P 400 Mid Cap Value ETF 1.5 15 43 9.5 -10.9
ACWX iShares MSCI ACWI ex U.S. ETF 1.5 32 26 7.7 -12.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.5 7 51 5.9 -14.5
IDEV iShares Core MSCI International Developed Markets ETF 1.5 4 54 7.5 -12.9
IDX VanEck Indonesia Index ETF 1.5 57 1 7.8 -12.6
VWO Vanguard FTSE Emerging Markets ETF 1.5 8 50 8.2 -12.2
SCHF Schwab International Equity ETF 1.5 6 52 7.9 -12.5
IXUS ishares Core MSCI Total International Stock ETF 1.5 7 51 7.6 -12.8
DES WisdomTree U.S. SmallCap Dividend Fund 1.5 38 20 9.9 -10.5
XCEM Columbia EM Core ex-China ETF 1.5 16 42 7.5 -12.8
QINT American Century Quality Diversified International ETF 1.5 39 19 9.1 -11.2
AVDE Avantis International Equity ETF 1.5 23 35 9.0 -11.4
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 1.5 41 17 7.7 -12.7
PIE Invesco DWA Emerging Markets Momentum ETF 1.5 90 -32 7.5 -12.8
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 1.4 19 39 8.5 -11.9
RNMC Mid Cap US Equity Select ETF 1.4 60 -2 8.9 -11.4
FNDA Schwab Fundamental U.S. Small Co. Index ETF 1.4 25 33 6.6 -13.8
BKSE BNY Mellon US Small Cap Core Equity ETF 1.4 4 54 6.1 -14.2
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.4 39 19 12.0 -8.4
IJR iShares Core S&P Small Cap ETF 1.4 6 52 8.1 -12.2
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.4 5 53 8.2 -12.2
SLY SPDR S&P 600 Small Cap ETF 1.4 15 43 8.1 -12.3
SCHH Schwab U.S. REIT ETF 1.4 7 51 7.5 -12.9
GSIE Goldman Sachs ActiveBeta International Equity ETF 1.4 25 33 8.5 -11.9
XJR iShares ESG Screened S&P Small-Cap ETF 1.4 12 46 7.6 -12.8
VEA Vanguard FTSE Developed Markets ETF 1.4 5 53 7.6 -12.8
LVHD Legg Mason Low Volatility High Dividend ETF 1.4 27 31 9.6 -10.8
USRT iShares Core U.S. REIT ETF 1.4 8 50 7.5 -12.8
JHMD John Hancock Multifactor Developed International ETF 1.4 39 19 8.2 -12.2
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 1.4 30 28 6.0 -14.4
DISV Dimensional International Small Cap Value ETF 1.4 42 16 10.0 -10.4
JVAL JPMorgan U.S. Value Factor ETF 1.4 12 46 9.7 -10.7
DEEF Xtrackers FTSE Developed ex US Comprehensive Factor ETF 1.4 24 34 8.7 -11.7
IEMG iShares Core MSCI Emerging Markets ETF 1.4 9 49 8.1 -12.3
XTN SPDR S&P Transportation ETF 1.4 35 23 2.7 -17.6
VB Vanguard Small-Cap ETF 1.3 5 53 6.1 -14.3
VIOO Vanguard S&P Small-Cap 600 ETF 1.3 10 48 8.1 -12.3
SPDW SPDR Portfolio Developed World ex-US ETF 1.3 4 54 7.3 -13.0
FREL Fidelity MSCI Real Estate Index ETF 1.3 84 -26 6.6 -13.8
PIZ Invesco DWA Developed Markets Momentum ETF 1.3 80 -22 6.3 -14.0
EEM iShares MSCI Emerging Markets ETF 1.3 68 -10 7.8 -12.6
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.3 39 19 7.6 -12.8
FNX First Trust Mid Cap Core AlphaDEX Fund 1.3 59 -1 8.3 -12.0
UIVM VictoryShares USAA MSCI International Value Momentum ETF 1.3 35 23 10.4 -10.0
AVUV Avantis U.S. Small Cap Value ETF 1.3 25 33 11.2 -9.1
DFAR Dimensional US Real Estate ETF 1.3 19 39 7.3 -13.1
DLS WisdomTree International SmallCap Dividend Fund 1.3 58 0 9.6 -10.7
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 1.3 66 -8 7.7 -12.6
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 1.3 23 35 6.9 -13.5
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 1.3 69 -11 8.0 -12.4
SCHA Schwab U.S. Small-Cap ETF 1.3 4 54 5.6 -14.8
FAB First Trust Multi Cap Value AlphaDEX Fund 1.3 69 -11 11.4 -9.0
BLLD JPMorgan Sustainable Infrastructure ETF 1.3 49 9 6.1 -14.3
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 1.3 49 9 5.8 -14.6
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 1.3 36 22 7.9 -12.5
EMDM First Trust Bloomberg Emerging Market Democracies ETF 1.2 75 -17 7.7 -12.7
KALL KraneShares MSCI All China Index ETF 1.2 48 10 10.7 -9.7
STXK Strive Small-Cap ETF 1.2 18 40 5.4 -14.9
SFYX Sofi Next 500 ETF 1.2 0 58 6.2 -14.2
VXUS Vanguard Total International Stock ETF 1.2 7 51 7.7 -12.6
RWR SPDR Dow Jones REIT ETF 1.2 25 33 7.3 -13.1
CHIM Global X MSCI China Materials ETF 1.2 66 -8 12.5 -7.9
REET iShares Global REIT ETF 1.2 14 44 7.1 -13.2
EMXC iShares MSCI Emerging Markets ex China ETF 1.2 25 33 7.2 -13.2
SMLE Xtrackers S&P SmallCap 600 ESG ETF 1.2 15 43 8.4 -12.0
RFV Invesco S&P Midcap 400 Pure Value ETF 1.2 35 23 11.7 -8.7
BKEM BNY Mellon Emerging Markets Equity ETF 1.2 11 47 8.5 -11.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.2 24 34 9.3 -11.1
JEMA JPMorgan Emerging Markets Equity Core ETF 1.1 39 19 7.4 -12.9
EMMF WisdomTree Emerging Markets Multifactor Fund 1.1 48 10 9.3 -11.1
DWCR Arrow DWA Country Rotation ETF 1.1 111 -53 7.7 -12.6
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.1 35 23 12.6 -7.8
BOSS Global X Founder-Run Companies ETF 1.1 45 13 3.5 -16.9
EWX SPDR S&P Emerging Markets Small Cap ETF 1.1 65 -7 6.9 -13.4
ENOR iShares MSCI Norway ETF 1.1 53 5 6.6 -13.8
EWMC Invesco S&P MidCap 400 Equal Weight ETF 1.1 40 18 8.2 -12.2
JCHI JPMorgan Active China ETF 1.1 65 -7 8.0 -12.3
UAE iShares MSCI UAE Capped ETF 1.1 59 -1 8.1 -12.3
SCHM Schwab U.S. Mid-Cap ETF 1.1 4 54 6.5 -13.8
FLHK Franklin FTSE Hong Kong ETF 1.1 9 49 6.3 -14.1
NDIV Amplify Natural Resources Dividend Income ETF 1.1 59 -1 13.4 -6.9
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF 1.1 60 -2 7.2 -13.1
NORW Global X MSCI Norway ETF 1.1 50 8 6.6 -13.8
MDY SPDR S&P Midcap 400 ETF Trust 1.1 22 36 8.2 -12.2
IVAL Alpha Architect International Quantitative Value ETF 1.1 60 -2 15.3 -5.1
VNQ Vanguard REIT Index Fund 1.1 12 46 7.4 -13.0
IQIN IQ 500 International ETF 1.1 25 33 8.9 -11.5
IWC iShares Micro-Cap ETF 1.1 60 -2 -3.9 -24.3
FCPI Fidelity Stocks for Inflation ETF 1.1 29 29 9.6 -10.7
HAUS Residential REIT Income ETF 1.1 60 -2 6.2 -14.2
FKU First Trust United Kingdom AlphaDEX Fund 1.1 80 -22 9.9 -10.5
IJH iShares Core S&P Mid-Cap ETF 1.1 5 53 8.4 -12.0
IVOO Vanguard S&P Mid-Cap 400 ETF 1.1 10 48 8.3 -12.1
NUMV Nuveen ESG Mid-Cap Value ETF 1.1 30 28 9.4 -11.0
DON WisdomTree U.S. MidCap Dividend Fund 1.1 38 20 9.8 -10.5
SPMD SPDR Portfolio Mid Cap ETF 1.1 5 53 8.3 -12.0
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 1.1 17 41 5.7 -14.7
VNMC Natixis Vaughan Nelson Mid Cap ETF 1.1 85 -27 6.5 -13.8
IXC iShares Global Energy ETF 1.1 40 18 8.5 -11.8
GDVD R3 Global Dividend Growth ETF 1.1 88 -30 7.1 -13.3
JIG JPMorgan International Growth ETF 1.1 55 3 4.8 -15.6
PSR Invesco Active U.S. Real Estate Fund 1.1 35 23 6.9 -13.5
DFAI Dimensional International Core Equity Market ETF 1.0 18 40 7.5 -12.8
BLES Inspire Global Hope Large Cap ETF 1.0 49 9 7.3 -13.1
SCZ iShares MSCI EAFE Small-Cap ETF 1.0 39 19 6.3 -14.0
HDUS Hartford Disciplined US Equity ETF 1.0 19 39 7.1 -13.3
DSTX Distillate International Fundamental Stability & Value ETF 1.0 55 3 8.5 -11.9
JHDV John Hancock U.S. High Dividend ETF 1.0 34 24 8.3 -12.0
CN Xtrackers MSCI All China Equity ETF 1.0 50 8 11.3 -9.1
IMTM iShares Edge MSCI Intl Momentum Factor ETF 1.0 30 28 8.2 -12.2
VXF Vanguard Extended Market Index Fund 1.0 6 52 4.3 -16.1
FDEV Fidelity Targeted International Factor ETF 1.0 39 19 7.6 -12.8
ONEY SPDR Russell 1000 Yield Focus ETF 1.0 20 38 10.8 -9.6
SMDV ProShares Russell 2000 Dividend Growers ETF 1.0 41 17 6.7 -13.6
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 1.0 35 23 8.5 -11.9
VRAI Virtus Real Asset Income ETF 1.0 55 3 8.3 -12.0
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.0 35 23 8.4 -11.9
ARGT Global X MSCI Argentina ETF 1.0 59 -1 5.0 -15.4
DFGR Dimensional Global Real Estate ETF 1.0 22 36 6.9 -13.5
SSLY Syntax Stratified SmallCap ETF 1.0 35 23 7.2 -13.1
STXE Strive Emerging Markets Ex-China ETF 1.0 32 26 7.1 -13.3
FDM First Trust Dow Jones Select Microcap Index Fund 1.0 60 -2 9.3 -11.1
BETZ Roundhill Sports Betting & iGaming ETF 1.0 75 -17 -0.0 -20.4
ISMD Inspire Small/Mid Cap Impact ETF 1.0 48 10 5.8 -14.5
ECH iShares MSCI Chile ETF 1.0 57 1 11.7 -8.7
ISZE iShares Edge MSCI Intl Size Factor ETF 1.0 30 28 7.0 -13.4
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.0 15 43 8.3 -12.0
NTZG Nuveen Global Net Zero Transition ETF 1.0 55 3 5.5 -14.8
FICS First Trust International Developed Capital Strength ETF 1.0 70 -12 8.2 -12.2
COPX Global X Copper Miners ETF 1.0 65 -7 8.4 -12.0
URA Global X Uranium ETF 1.0 69 -11 2.4 -17.9
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.0 60 -2 2.5 -17.9
ICLN iShares Global Clean Energy ETF 1.0 40 18 3.4 -17.0
IPKW Invesco International BuyBack Achievers ETF 1.0 55 3 11.3 -9.1
IQSI IQ Candriam ESG International Equity ETF 1.0 15 43 7.6 -12.8
TPIF Timothy Plan International ETF 1.0 62 -4 7.3 -13.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.0 15 43 8.9 -11.5
DFIC Dimensional International Core Equity 2 ETF 0.9 23 35 8.0 -12.4
EELV Invesco S&P Emerging Markets Low Volatility ETF 0.9 29 29 9.2 -11.2
PID Invesco International Dividend Achievers ETF 0.9 56 2 7.5 -12.8
GWX SPDR S&P International Small Cap ETF 0.9 40 18 6.0 -14.4
IMOM Alpha Architect International Quantitative Momentum ETF 0.9 60 -2 -1.1 -21.5
VCLN Virtus Duff & Phelps Clean Energy ETF 0.9 59 -1 3.6 -16.8
FNCL Fidelity MSCI Financials Index ETF 0.9 8 50 8.8 -11.6
ILF iShares Latin America 40 ETF 0.9 47 11 7.6 -12.8
CHII Global X MSCI China Industrials ETF 0.9 66 -8 14.3 -6.0
NUEM Nuveen ESG Emerging Markets Equity ETF 0.9 35 23 7.6 -12.8
RWO SPDR Dow Jones Global Real Estate ETF 0.9 50 8 6.8 -13.6
DMAT Global X Disruptive Materials ETF 0.9 59 -1 9.2 -11.2
GOAU U.S. Global GO GOLD & Precious Metal Miners ETF 0.9 60 -2 6.0 -14.3
FTAG First Trust Indxx Global Agriculture ETF 0.9 70 -12 10.8 -9.6
RESE WisdomTree Emerging Markets ESG Fund 0.9 32 26 8.4 -11.9
DFIS Dimensional International Small Cap ETF 0.9 39 19 6.6 -13.8
DXJ WisdomTree Japan Hedged Equity Fund 0.9 48 10 10.8 -9.5
FJP First Trust Japan AlphaDEX Fund 0.9 80 -22 11.9 -8.5
AFMC First Trust Active Factor Mid Cap ETF 0.9 65 -7 9.8 -10.6
XJH iShares ESG Screened S&P Mid-Cap ETF 0.9 12 46 8.3 -12.0
QWLD SPDR MSCI World StrategicFactors ETF 0.8 30 28 7.1 -13.2
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.8 42 16 6.4 -14.0
BNE Blue Horizon BNE ETF 0.8 87 -29 3.8 -16.6
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.8 14 44 7.2 -13.2
EZM WisdomTree U.S. MidCap Earnings Fund 0.8 38 20 11.3 -9.0
DIHP Dimensional International High Profitability ETF 0.8 29 29 8.5 -11.9
FNDC Schwab Fundamental International Small Co. Index ETF 0.8 39 19 6.2 -14.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.8 39 19 10.5 -9.9
ESIX SPDR S&P SmallCap 600 ESG ETF 0.8 12 46 8.5 -11.9
IEUS iShares MSCI Europe Small-Cap ETF 0.8 40 18 6.2 -14.2
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 0.8 25 33 6.6 -13.8
VAMO Cambria Value & Momentum ETF 0.8 64 -6 12.4 -8.0
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 0.8 38 20 11.3 -9.1
IOO iShares Global 100 ETF 0.8 40 18 6.3 -14.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.8 18 40 9.0 -11.4
AGNG Global X Aging Population ETF 0.8 50 8 4.1 -16.2
GMF SPDR S&P Emerging Asia Pacific ETF 0.8 49 9 7.5 -12.9
VFH Vanguard Financials Index Fund 0.8 10 48 8.8 -11.6
EWN iShares MSCI Netherlands ETF 0.8 50 8 4.9 -15.4
NETL NETLease Corporate Real Estate ETF 0.8 60 -2 8.9 -11.5
ESGD iShares MSCI EAFE ESG Optimized ETF 0.8 20 38 7.1 -13.3
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.8 39 19 -1.2 -21.5
XITK SPDR FactSet Innovative Technology ETF 0.8 45 13 0.2 -20.2
TINT ProShares Smart Materials ETF 0.8 58 0 6.4 -13.9
TWEB SoFi Web 3 ETF 0.8 59 -1 -12.9 -33.2
VERS ProShares Metaverse ETF 0.8 58 0 -5.3 -25.7
AVSC Avantis U.S Small Cap Equity ETF 0.8 25 33 5.3 -15.1
ISHP First Trust S-Network E-Commerce ETF 0.8 60 -2 3.7 -16.7
OCEN IQ Clean Oceans ETF 0.8 45 13 6.5 -13.9
OEUR ALPS O'shares Europe Quality Dividend ETF 0.8 48 10 7.6 -12.7
SUPL ProShares Supply Chain Logistics ETF 0.8 58 0 15.1 -5.3
CLNR IQ Cleaner Transport ETF 0.8 45 13 6.6 -13.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.8 24 34 8.7 -11.6
ERSX ERShares NextGen Entrepreneurs ETF 0.8 75 -17 6.6 -13.8
RAYD Rayliant Quantitative Developed Market Equity ETF 0.8 80 -22 9.2 -11.2
ESGE iShares ESG Aware MSCI EM ETF 0.8 25 33 8.4 -11.9
FSMD Fidelity Small-Mid Factor ETF 0.8 29 29 8.2 -12.1
USMF WisdomTree U.S. Multifactor Fund 0.8 28 30 8.5 -11.8
XMVM Invesco S&P MidCap Value with Momentum ETF 0.8 39 19 13.4 -7.0
EEMA iShares MSCI Emerging Markets Asia ETF 0.8 50 8 7.5 -12.8
WLDR Affinity World Leaders Equity ETF 0.7 67 -9 9.6 -10.7
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 0.7 20 38 6.3 -14.1
SQLV Legg Mason Small-Cap Quality Value 0.7 61 -3 11.3 -9.0
FLAX Franklin FTSE Asia Ex Japan ETF 0.7 19 39 7.9 -12.5
GVLU Gotham 1000 Value ETF 0.7 50 8 10.8 -9.6
MOO VanEck Agribusiness ETF 0.7 52 6 9.0 -11.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.7 9 49 6.4 -13.9
BJK VanEck Gaming ETF 0.7 62 -4 1.7 -18.7
BSEA ETFMG Breakwave Sea Decarbonization Tech ETF 0.7 75 -17 0.8 -19.5
HEDJ WisdomTree Europe Hedged Equity Fund 0.7 58 0 9.5 -10.8
PSC Principal U.S. Small Cap Index ETF 0.7 38 20 8.5 -11.8
MGMT Ballast Small/Mid Cap ETF 0.7 110 -52 7.4 -13.0
DEEP Roundhill Acquirers Deep Value ETF 0.7 80 -22 17.9 -2.4
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.7 69 -11 7.1 -13.2
AVRE Avantis Real Estate ETF 0.7 17 41 6.5 -13.9
XSLV Invesco S&P SmallCap Low Volatility ETF 0.7 25 33 7.8 -12.6
CIL VictoryShares International Volatility Weighted Index ETF 0.7 45 13 7.5 -12.8
VT Vanguard Total World Stock ETF 0.7 7 51 6.7 -13.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.6 15 43 12.8 -7.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.6 15 43 8.4 -12.0
CSML IQ Chaikin U.S. Small Cap ETF 0.6 35 23 6.6 -13.8
DWMC AdvisorShares Dorsey Wright Micro-Cap ETF 0.6 127 -69 2.1 -18.3
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 0.6 85 -27 8.4 -11.9
QVAL Alpha Architect U.S. Quantitative Value ETF 0.6 49 9 14.2 -6.2
ZIG The Acquirers Fund 0.6 89 -31 17.9 -2.4
PXI Invesco DWA Energy Momentum ETF 0.6 60 -2 6.9 -13.5
XME SPDR S&P Metals & Mining ETF 0.6 35 23 8.7 -11.7
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.6 12 46 8.2 -12.2
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.6 32 26 8.0 -12.3
FLDZ RiverNorth Volition America Patriot ETF 0.6 70 -12 6.9 -13.5
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.6 7 51 6.4 -14.0
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.6 70 -12 5.3 -15.1
FEUZ First Trust Eurozone AlphaDEX ETF 0.6 80 -22 10.4 -10.0
ROOF IQ US Real Estate Small Cap ETF 0.6 60 -2 4.9 -15.5
SVAL iShares US Small Cap Value Factor ETF 0.6 20 38 12.0 -8.4
EMFQ Amplify Emerging Markets FinTech ETF 0.6 69 -11 5.9 -14.5
KWEB KraneShares CSI China Internet ETF 0.6 69 -11 -0.4 -20.8
FINX Global X FinTech Thematic ETF 0.6 68 -10 5.1 -15.3
PGJ Invesco Golden Dragon China ETF 0.6 70 -12 4.7 -15.7
DFSV Dimensional US Small Cap Value ETF 0.6 31 27 9.5 -10.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.6 70 -12 3.2 -17.1
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.6 20 38 6.8 -13.5
DHS WisdomTree U.S. High Dividend Fund 0.6 38 20 10.1 -10.2
EQAL Invesco Russell 1000 Equal Weight ETF 0.6 20 38 7.0 -13.4
VFVA Vanguard U.S. Value Factor ETF 0.6 13 45 12.0 -8.4
EWT iShares MSCI Taiwan ETF 0.6 57 1 6.8 -13.6
ACWI iShares MSCI ACWI ETF 0.6 32 26 6.5 -13.9
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.6 20 38 7.3 -13.1
EWUS iShares MSCI United Kingdom Small Cap ETF 0.6 59 -1 8.3 -12.1
ERUS iShares MSCI Russia ETF 0.6 57 1 0.0 -20.4
BFOR Barron's 400 ETF 0.6 65 -7 9.1 -11.3
XC WisdomTree Emerging Markets Ex-China Fund 0.6 32 26 6.8 -13.6
ERET iShares Environmentally Aware Real Estate ETF 0.5 30 28 7.3 -13.1
SCHC Schwab International Small-Cap Equity ETF 0.5 11 47 6.1 -14.2
RESD WisdomTree International ESG Fund 0.5 30 28 7.3 -13.1
BNGE First Trust S-Network Streaming and Gaming ETF 0.5 70 -12 0.6 -19.8
VDE Vanguard Energy Index Fund 0.5 10 48 7.3 -13.1
VEGI iShares MSCI Global Agriculture Producers ETF 0.5 39 19 9.0 -11.4
KVLE KFA Value Liner Dynamic Core Equity Index ETF 0.5 55 3 6.8 -13.6
KOKU Xtrackers MSCI Kokusai Equity ETF 0.5 9 49 6.5 -13.8
FENY Fidelity MSCI Energy Index ETF 0.5 8 50 7.4 -13.0
XSMO Invesco S&P SmallCap Momentum ETF 0.5 39 19 6.5 -13.9
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.5 15 43 7.0 -13.4
REVS Columbia Research Enhanced Value ETF 0.5 19 39 9.1 -11.3
TOK iShares MSCI Kokusai ETF 0.5 25 33 6.3 -14.1
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.5 41 17 10.6 -9.8
IJT iShares S&P Small-Cap 600 Growth ETF 0.5 18 40 7.0 -13.4
DFSI Dimensional International Sustainability Core 1 ETF 0.5 24 34 6.9 -13.5
SLYG SPDR S&P 600 Small Cap Growth ETF 0.5 15 43 7.0 -13.4
QQQS Invesco NASDAQ Future Gen 200 ETF 0.5 20 38 -8.5 -28.8
RSXJ VanEck Russia Small-Cap ETF 0.5 67 -9 0.0 -20.4
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.5 25 33 8.3 -12.0
SMMD iShares Russell 2500 ETF 0.5 15 43 6.3 -14.0
URTH iShares MSCI World ETF 0.5 24 34 6.5 -13.9
DFAT Dimensional U.S. Targeted Value ETF 0.5 29 29 9.5 -10.8
IJK iShares S&P Mid-Cap 400 Growth ETF 0.5 17 41 7.2 -13.1
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.5 15 43 7.3 -13.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.5 15 43 7.2 -13.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.5 63 -5 3.6 -16.8
EWU iShares MSCI United Kingdom ETF 0.5 50 8 8.7 -11.7
SIXL 6 Meridian Low Beta Equity Strategy ETF 0.5 82 -24 6.7 -13.7
FLTW Franklin FTSE Taiwan ETF 0.5 19 39 7.1 -13.2
VSGX Vanguard ESG International Stock ETF 0.5 12 46 7.4 -12.9
CARZ First Trust NASDAQ Global Auto Index Fund 0.5 70 -12 5.0 -15.4
PPTY PPTY-U.S. Diversified Real Estate ETF 0.4 49 9 7.2 -13.1
IGE iShares North American Natural Resources ETF 0.4 40 18 7.2 -13.1
IWS iShares Russell Mid-Cap Value ETF 0.4 23 35 7.6 -12.8
GLCN VanEck China Growth Leaders ETF 0.4 60 -2 12.3 -8.1
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.4 32 26 6.5 -13.8
DMXF iShares ESG Advanced MSCI EAFE ETF 0.4 12 46 6.2 -14.2
BATT Amplify Lithium & Battery Technology ETF 0.4 59 -1 3.7 -16.6
EWJV iShares MSCI Japan Value ETF 0.4 15 43 9.1 -11.3
EMFM Global X MSCI Next Emerging & Frontier ETF 0.4 63 -5 7.4 -13.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.4 29 29 8.3 -12.1
AFK VanEck Africa Index ETF 0.4 77 -19 11.7 -8.6
FLGB Franklin FTSE United Kingdom ETF 0.4 9 49 9.1 -11.3
CVY Invesco Zacks Multi-Asset Income ETF 0.4 100 -42 11.1 -9.2
EFG iShares MSCI EAFE Growth ETF 0.4 35 23 4.9 -15.4
VFMF Vanguard U.S. Multifactor ETF 0.4 18 40 10.1 -10.3
VLU SPDR S&P 1500 Value Tilt ETF 0.4 12 46 8.5 -11.9
IYF iShares U.S. Financials ETF 0.4 39 19 8.1 -12.3
WKLY SoFi Weekly Dividend ETF 0.4 49 9 8.8 -11.6
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.4 86 -28 2.3 -18.1
GENY Principal Millennials Index ETF 0.4 45 13 7.1 -13.3
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.4 30 28 8.2 -12.1
TCHI iShares MSCI China Multisector Tech ETF 0.4 59 -1 4.6 -15.8
PRF Invesco FTSE RAFI US 1000 ETF 0.4 39 19 7.8 -12.6
GRNR Global X Green Building ETF 0.4 45 13 7.7 -12.7
VNQI Vanguard Global ex-U.S. Real Estate ETF 0.4 12 46 9.5 -10.9
JHSC John Hancock Multifactor Small Cap ETF 0.3 42 16 7.1 -13.3
LDEM iShares ESG MSCI EM Leaders ETF 0.3 16 42 8.9 -11.5
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.3 58 0 9.2 -11.2
EUFN iShares MSCI Europe Financials ETF 0.3 48 10 10.9 -9.4
IMCV iShares Morningstar Mid-Cap Value ETF 0.3 6 52 9.1 -11.3
STXV Strive 1000 Value ETF 0.3 18 40 8.7 -11.7
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.3 42 16 6.2 -14.1
RWK Invesco S&P MidCap 400 Revenue ETF 0.3 39 19 10.0 -10.3
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.3 32 26 6.5 -13.9
DWAS Invesco DWA SmallCap Momentum ETF 0.3 60 -2 2.8 -17.6
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.3 15 43 9.2 -11.2
IEUR iShares Core MSCI Europe ETF 0.3 9 49 7.5 -12.9
HAUZ Xtrackers International Real Estate ETF 0.3 10 48 8.8 -11.6
KOMP SPDR Kensho New Economies Composite ETF 0.3 20 38 -1.1 -21.4
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 0.3 20 38 8.1 -12.3
DFAS Dimensional U.S. Small Cap ETF 0.3 28 30 6.9 -13.5
IWO iShares Russell 2000 Growth ETF 0.3 23 35 2.8 -17.6
VTWG Vanguard Russell 2000 Growth Index Fund 0.3 15 43 2.9 -17.4
IWR iShares Russell Midcap ETF 0.3 18 40 6.5 -13.9
SPEU SPDR Portfolio Europe ETF 0.3 9 49 7.4 -13.0
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.3 25 33 7.9 -12.5
VGK Vanguard FTSE Europe ETF 0.3 8 50 7.6 -12.8
DIVB iShares Core Dividend 0.3 5 53 8.9 -11.4
ACWV iShares MSCI Global Min Vol Factor ETF 0.3 20 38 8.0 -12.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.3 4 54 6.9 -13.4
ROCI ROC ETF 0.3 49 9 5.2 -15.1
CZA Invesco Zacks Mid-Cap ETF 0.3 69 -11 7.5 -12.9
EIS iShares MSCI Israel ETF 0.3 57 1 12.0 -8.3
FNDB Schwab Fundamental U.S. Broad Market Index ETF 0.3 25 33 7.7 -12.7
NUDV Nuveen ESG Dividend ETF 0.3 25 33 8.2 -12.2
EMXF iShares ESG Advanced MSCI EM ETF 0.2 16 42 8.7 -11.6
DTD WisdomTree U.S.Total Dividend Fund 0.2 28 30 7.6 -12.7
JPXN iShares JPX-Nikkei 400 ETF 0.2 48 10 8.5 -11.9
STLV iShares Factors US Value Style ETF 0.2 25 33 10.7 -9.7
IPO Renaissance IPO ETF 0.2 60 -2 -0.2 -20.5
VFQY Vanguard U.S. Quality Factor ETF 0.2 13 45 8.3 -12.1
JHMM John Hancock Multifactor Mid Cap ETF 0.2 41 17 7.7 -12.6
EWJ iShares MSCI Japan ETF 0.2 50 8 7.7 -12.7
FLEH Franklin FTSE Europe Hedged ETF 0.2 9 49 7.9 -12.5
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 0.2 39 19 6.2 -14.1
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.2 46 12 7.8 -12.6
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 0.2 17 41 8.4 -11.9
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.2 46 12 7.4 -12.9
FLEE Franklin FTSE Europe ETF 0.2 9 49 7.9 -12.5
BBEU JPMorgan BetaBuilders Europe ETF 0.2 9 49 7.8 -12.5
IEV iShares Europe ETF 0.2 58 0 7.2 -13.2
BBJP JPMorgan BetaBuilders Japan ETF 0.2 19 39 7.9 -12.5
RECS Columbia Research Enhanced Core ETF 0.2 15 43 7.1 -13.2
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 0.2 18 40 8.4 -11.9
RAYE Rayliant Quantamental Emerging Market Equity ETF 0.2 80 -22 13.3 -7.1
VBK Vanguard Small-Cap Growth Index Fund 0.2 7 51 1.7 -18.6
ONEO SPDR Russell 1000 Momentum Focus ETF 0.2 20 38 8.9 -11.5
FLJH Franklin FTSE Japan Hedged ETF 0.2 9 49 7.8 -12.6
CGUS Capital Group Core Equity ETF 0.2 33 25 5.8 -14.6
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.2 50 8 7.4 -12.9
RNDM First Trust Developed International Equity Select ETF 0.2 65 -7 6.9 -13.5
FLJP Franklin FTSE Japan ETF 0.2 9 49 7.8 -12.5
GII SPDR S&P Global Infrastructure ETF 0.2 40 18 5.3 -15.1
UMI USCF Midstream Energy Income Fund ETF 0.2 85 -27 3.3 -17.1
TPYP Tortoise North American Pipeline Fund 0.2 40 18 5.6 -14.8
EINC VanEck Energy Income ETF 0.2 46 12 5.0 -15.3
USAI Pacer American Energy Independence ETF 0.2 75 -17 4.0 -16.4
SMOT VanEck Morningstar SMID Moat ETF 0.2 49 9 8.3 -12.1
MLPX Global X MLP & Energy Infrastructure ETF 0.2 45 13 5.3 -15.0
IFRA iShares U.S. Infrastructure ETF 0.2 30 28 6.3 -14.0
IGF iShares Global Infrastructure ETF 0.2 40 18 5.1 -15.3
ENFR Alerian Energy Infrastructure ETF 0.2 35 23 4.9 -15.5
SCHB Schwab U.S. Broad Market ETF 0.2 3 55 6.0 -14.4
EXI iShares Global Industrials ETF 0.2 40 18 5.9 -14.5
FNDX Schwab Fundamental U.S. Large Co. Index ETF 0.2 25 33 7.8 -12.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.2 30 28 8.9 -11.4
CALF Pacer US Small Cap Cash Cows 100 ETF 0.2 59 -1 15.8 -4.6
PSCE Invesco S&P SmallCap Energy ETF 0.2 29 29 6.4 -14.0
GRZZ Grizzle Growth ETF 0.2 75 -17 6.8 -13.6
SYLD Cambria Shareholder Yield ETF 0.2 59 -1 12.8 -7.5
OSCV Opus Small Cap Value Plus ETF 0.2 79 -21 6.4 -14.0
PDP Invesco DWA Momentum ETF 0.2 62 -4 6.0 -14.4
DRLL Strive U.S. Energy ETF 0.2 41 17 6.9 -13.5
PXE Invesco Dynamic Energy Exploration & Production ETF 0.2 63 -5 12.3 -8.1
IEO iShares U.S. Oil & Gas Exploration & Production ETF 0.2 39 19 10.4 -9.9
XOP SPDR S&P Oil & Gas Exploration & Production ETF 0.2 35 23 11.2 -9.2
VPN Global X Data Center REITs & Digital Infrastructure ETF 0.2 50 8 5.4 -15.0
BYTE Roundhill IO Digital Infrastructure ETF 0.2 76 -18 5.4 -15.0
EWK iShares MSCI Belgium Capped ETF 0.2 50 8 7.9 -12.5
FIVG Defiance Next Gen Connectivity ETF 0.2 30 28 7.7 -12.7
DTRE Alerian Disruptive Technology Real Estate ETF 0.2 60 -2 8.1 -12.3
SCHV Schwab U.S. Large-Cap Value ETF 0.2 4 54 7.6 -12.8
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.2 20 38 8.5 -11.8
IAI iShares U.S. Broker-Dealers ETF 0.2 39 19 8.8 -11.6
KCE SPDR S&P Capital Markets ETF 0.2 35 23 9.0 -11.3
CRAK VanEck Oil Refiners ETF 0.2 59 -1 12.7 -7.7
AVUS Avantis U.S. Equity ETF 0.2 15 43 7.1 -13.2
HART IQ Healthy Hearts ETF 0.2 45 13 6.2 -14.2
NUDM Nuveen ESG International Developed Markets Equity ETF 0.2 30 28 8.6 -11.8
KCAL Subversive Food Security ETF 0.2 75 -17 7.4 -13.0
UFO Procure Space ETF 0.2 75 -17 2.3 -18.1
CUT Invesco MSCI Global Timber ETF 0.2 60 -2 9.4 -11.0
WOOD iShares Global Timber & Forestry ETF 0.2 40 18 10.3 -10.1
PGAL Global X FTSE Portugal 20 ETF 0.2 58 0 6.8 -13.5
IYT iShares Transportation Average ETF 0.2 39 19 3.0 -17.4
CIZ VictoryShares Developed Enhanced Volatility Weighted Index E 0.2 45 13 7.7 -12.7
FLMX Franklin FTSE Mexico ETF 0.2 19 39 6.3 -14.1
EWW iShares MSCI Mexico Capped ETF 0.2 50 8 6.1 -14.3
VTI Vanguard Total Stock Market Index Fund 0.2 3 55 5.8 -14.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.2 3 55 5.9 -14.5
IWV iShares Russell 3000 ETF 0.2 20 38 5.7 -14.6
IMCB iShares Morningstar Mid-Cap ETF 0.2 4 54 6.9 -13.4
VTHR Vanguard Russell 3000 Index Fund 0.2 10 48 5.8 -14.5
WTRE WisdomTree New Economy Real Estate Fund 0.1 58 0 5.1 -15.3
FRDM Freedom 100 Emerging Markets ETF 0.1 49 9 8.2 -12.2
IWD iShares Russell 1000 Value ETF 0.1 18 40 7.5 -12.9
VONV Vanguard Russell 1000 Value Index Fund 0.1 8 50 7.6 -12.8
FVAL Fidelity Value Factor ETF 0.1 29 29 9.2 -11.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 47 6.0 -14.4
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.1 47 11 7.1 -13.3
ISRA VanEck Israel ETF 0.1 59 -1 9.2 -11.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.1 15 43 5.7 -14.7
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.1 25 33 8.2 -12.2
TPSC Timothy Plan US Small Cap Core ETF 0.1 52 6 8.7 -11.7
ISCG iShares Morningstar Small-Cap Growth ETF 0.1 6 52 2.1 -18.3
JSML Janus Henderson Small Cap Growth Alpha ETF 0.1 30 28 8.9 -11.5
JSTC Adasina Social Justice All Cap Global ETF 0.1 89 -31 6.3 -14.1
LRGF iShares Edge MSCI Multifactor USA ETF 0.1 8 50 7.1 -13.3
THD iShares MSCI Thailand ETF 0.1 57 1 5.2 -15.2
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 49 5.8 -14.6
KESG KraneShares MSCI China ESG Leaders Index ETF 0.1 59 -1 12.2 -8.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.1 10 48 6.3 -14.1
DFAC Dimensional U.S. Core Equity 2 ETF 0.1 19 39 6.8 -13.6
NVQ QRAFT AI-Enhanced US Next Value ETF 0.1 75 -17 13.2 -7.1
SCHK Schwab 1000 Index ETF 0.1 5 53 6.0 -14.3
IUSV iShares Core S&P U.S. Value ETF 0.1 4 54 6.9 -13.5
FLQL Franklin LibertyQ U.S. Equity ETF 0.1 15 43 7.8 -12.5
VYM Vanguard High Dividend Yield Index ETF 0.1 6 52 8.4 -12.0
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.1 35 23 8.6 -11.8
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.1 47 11 5.6 -14.8
QLVD FlexShares Developed Markets ex-US Quality Low Volatility Id 0.1 32 26 7.5 -12.9
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 0.1 21 37 4.1 -16.3
VFMO Vanguard U.S. Momentum Factor ETF 0.1 13 45 4.1 -16.3
NANC Unusual Whales Subversive Democratic Trading ETF 0.1 75 -17 4.9 -15.5
SPTM SPDR Portfolio Total Stock Market ETF 0.1 3 55 6.3 -14.1
RXI iShares Global Consumer Discretionary ETF 0.1 40 18 5.8 -14.5
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.1 47 11 6.1 -14.3
AVLV Avantis U.S. Large Cap Value ETF 0.1 15 43 9.1 -11.2
IYY iShares Dow Jones U.S. ETF 0.1 20 38 5.9 -14.5
SCHX Schwab U.S. Large-Cap ETF 0.1 3 55 6.0 -14.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.1 12 46 6.0 -14.4
PKW Invesco Buyback Achievers ETF 0.1 64 -6 9.8 -10.6
IXG iShares Global Financials ETF 0.1 40 18 8.8 -11.6
DFAU Dimensional US Core Equity Market ETF 0.1 12 46 6.2 -14.1
DFUV Dimensional US Marketwide Value ETF 0.1 23 35 8.9 -11.5
VONE Vanguard Russell 1000 ETF 0.1 8 50 6.0 -14.4
RESP WisdomTree US ESG Fund of Benef Interest 0.1 28 30 7.2 -13.2
IWB iShares Russell 1000 ETF 0.1 15 43 5.9 -14.5
ILCV iShares Morningstar Value ETF 0.1 4 54 7.7 -12.6
BTHM BlackRock Future U.S. Themes ETF 0.1 60 -2 6.2 -14.2
EFAV iShares Edge MSCI Min Vol EAFE ETF 0.1 20 38 6.5 -13.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.1 20 38 6.8 -13.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.1 14 44 6.1 -14.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.1 10 48 6.1 -14.3
IFGL iShares International Developed Real Estate ETF 0.0 48 10 7.6 -12.7
EZU iShares MSCI Eurozone ETF 0.0 50 8 7.3 -13.1
WPS iShares International Developed Property ETF 0.0 48 10 7.8 -12.6
PFM Invesco Dividend Achievers ETF 0.0 53 5 6.4 -14.0
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.0 7 51 5.9 -14.5
EES WisdomTree SmallCap Earnings Fund 0.0 38 20 12.4 -8.0
VDNI V-Shares US Leadership Diversity ETF 0.0 29 29 6.3 -14.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.0 12 46 6.2 -14.2
IQSU IQ Candriam ESG US Equity ETF 0.0 9 49 5.6 -14.8
KRUZ Unusual Whales Subversive Republican Trading ETF 0.0 75 -17 6.3 -14.1
ILCB iShares Morningstar U.S. Equity ETF 0.0 3 55 6.0 -14.3
DFUS Dimensional U.S. Equity ETF 0.0 11 47 6.0 -14.4
HKND Humankind US Stock ETF 0.0 11 47 7.4 -13.0
IUSG iShares Core S&P US Growth ETF 0.0 4 54 6.2 -14.2
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.0 36 22 8.9 -11.5
VIS Vanguard Industrials Index Fund 0.0 10 48 5.6 -14.8
FIDU Fidelity MSCI Industrials Index ETF 0.0 8 50 5.9 -14.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.0 2 56 6.0 -14.3
ESG FlexShares STOXX US ESG Impact Index Fund 0.0 32 26 5.8 -14.5
DFSU Dimensional US Sustainability Core 1 ETF 0.0 18 40 6.8 -13.6
SPRX Spear Alpha ETF 0.0 75 -17 1.4 -19.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.0 20 38 5.8 -14.5
JHML John Hancock Multifactor Large Cap ETF 0.0 29 29 6.5 -13.9
GQRE FlexShares Global Quality Real Estate Index Fund 0.0 45 13 7.8 -12.6

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 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
  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:		 Global X SuperDividend ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

SPECULATIVE
Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 14.7 %
Divided by: Fwd. P/BV 0.7 x
Less: Expense ratio 58 bp
Equals: ALTAR Score 20.4 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.58 CATEGORY
AVERAGE		 1.47
 
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.