Global X Social Media ETF
ALTAR
Score™
-6.0% info Recommen-
dation
AVOID
2023E    2024E
P/E
ratio
24.5x P/Sales
ratio
2.6x
P/BV
ratio
2.1x Div.
yield
0.3%


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

FUND BASICS
Category Global Equities
Fund Sponsor Global X Management Co LLC
Website www.globalxfunds.com
Inception date Nov 14, 2011
Assets (mns) $155
Currency USD
Expense ratio 65 bp
Distributions Annually

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 44
Wgt avg mkt cap (mns) $229,847
Large cap (>$10bn) 76.0%
Mid cap ($2-10bn) 9.9%
Small cap (<$2bn) 4.2%
Developed mkts 54.2%
Emerging mkts 45.6%

TOP TEN HOLDINGS
META PLATFORMS INC 12.2 %
NHN CORP 9.9 %
TENCENT HOLDINGS LTD 9.1 %
KUAISHOU TECHNOLOGY CLASS B 7.4 %
PINTEREST, INC. CLASS A 6.2 %
ALPHABET INC. CLASS A 5.4 %
SPOTIFY TECHNOLOGY SA 5.3 %
BAIDU INC - SPON ADR 4.9 %
MATCH GROUP, INC. 4.9 %
NETEASE.COM INC-ADR 4.5 %
Total 69.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 39.3 %
CHINA 33.5 %
SOUTH KOREA 14.8 %
JAPAN 5.8 %
LUXEMBOURG 5.3 %
GERMANY 0.5 %
ISRAEL 0.4 %
UAE 0.2 %
TAIWAN 0.1 %


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.
12.9% -3.5% 0.1% 9.3% 9.0%

Market Correlations
versus... Beta R-squared
S&P500 0.87 27%
MSCI EAFE 1.02 38%
MSCI Emg. Mkts. 1.49 82%

Technical Indicators
Recent close $37.18
30d moving avg. $35.05
Annualized volatility 30.2%
Short interest (ETF) 2.5%
Relative strength (RSI) 61

Liquidity measures
Avg. volume (thou.) 23
Turnover 0.6%
Bid/Ask (% of price) 0.43%
ADV underlying (mns) $2,758

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 696 potential alternatives to the Global X Social Media ETF ETF based on the alternatives' overlap in portfolio holdings with SOCL. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: SOCL Expense: 65 bp ALTAR Score™: -6.0%


ALTERNATIVE ETFs BASED ON OVERLAP WITH SOCL
Ticker Fund
Name
Overlap1
vs SOCL
(%)
Expense
ratio
(bp)
Savings
vs SOCL
(bp)
ALTAR
Score™
(%)
ALTAR
vs SOCL
(%)
FMET Fidelity Metaverse ETF 31.2 39 26 4.9 +10.9
EWEB Global X Emerging Markets Internet & E-commerce ETF 29.2 65 0 5.5 +11.5
VR Global X Metaverse ETF 28.2 50 15 5.8 +11.8
IXP iShares Global Comm Services ETF 26.1 40 25 7.1 +13.1
FCOM Fidelity MSCI Telecommunication Services Index ETF 21.3 8 57 5.6 +11.6
PBS Invesco Dynamic Media ETF 21.2 63 2 7.0 +13.0
CQQQ Invesco China Technology ETF 20.6 70 -5 -10.3 -4.4
VOX Vanguard Telecommunication Services Index Fund 20.2 10 55 5.6 +11.6
BNGE First Trust S-Network Streaming and Gaming ETF 19.7 70 -5 0.6 +6.6
METV Roundhill Ball Metaverse ETF 19.4 59 6 4.2 +10.2
MTVR Fount Metaverse ETF 19.0 70 -5 6.3 +12.3
XWEB SPDR S&P Internet ETF 18.8 35 30 -12.5 -6.6
XLC Communication Services Select Sector SPDR Fund 18.8 10 55 6.9 +12.9
MRAD SmartETFs Advertising & Marketing Technology ETF 18.3 68 -3 4.1 +10.1
FDNI First Trust Dow Jones International Internet ETF 17.9 65 0 2.7 +8.7
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 17.3 86 -21 2.3 +8.2
KWEB KraneShares CSI China Internet ETF 17.3 69 -4 -0.4 +5.5
CHIC Global X MSCI China Communication Services ETF 17.2 65 0 -3.4 +2.6
FDN First Trust Dow Jones Internet Index Fund 17.1 51 14 2.8 +8.8
ESPO VanEck Video Gaming & eSports ETF 16.3 55 10 6.9 +12.9
KTEC KraneShares Hang Seng TECH Index ETF 15.9 68 -3 -1.3 +4.7
PGJ Invesco Golden Dragon China ETF 15.2 70 -5 4.7 +10.7
PLAT WisdomTree Modern Tech Platforms Fund 15.1 20 45 0.8 +6.8
OGIG O'Shares Global Internet Giants ETF 14.9 48 17 0.1 +6.1
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 14.9 86 -21 1.6 +7.5
GRZZ Grizzle Growth ETF 14.5 75 -10 6.8 +12.8
EWCO Invesco S&P 500 Equal Weight Communication Services ETF 14.2 40 25 8.1 +14.1
PNQI Invesco NASDAQ Internet ETF 14.2 60 5 3.0 +8.9
KEMQ Kraneshares Emerging Markets Consumer Technology Index ETF 14.1 59 6 0.7 +6.7
OND ProShares On-Demand ETF 14.0 58 7 -5.2 +0.8
IVRS iShares Future Metaverse Tech and Communications ETF 13.8 47 18 8.2 +14.2
KPOP KPOP and Korean Entertainment ETF 13.7 75 -10 -2.4 +3.6
IWFH iShares Virtual Work and Life Multisector ETF 13.1 47 18 -1.2 +4.7
ISHP First Trust S-Network E-Commerce ETF 13.1 60 5 3.7 +9.7
BYOB SoFi Be Your Own Boss ETF 13.1 59 6 -3.0 +3.0
TIME Clockwise Capital Innovation ETF 13.0 95 -30 2.8 +8.8
VERS ProShares Metaverse ETF 13.0 58 7 -5.3 +0.6
MILN Global X Millennial Consumer ETF 12.3 50 15 2.7 +8.6
EQOP Natixis U.S. Equity Opportunities ETF 12.3 85 -20 5.7 +11.7
TWEB SoFi Web 3 ETF 12.1 59 6 -12.9 -6.9
WRND IQ Global Equity R&D Leaders ETF 12.0 18 47 7.5 +13.5
ECON Columbia Emerging Markets Consumer ETF 12.0 49 16 3.9 +9.9
LRND IQ U.S. Large Cap R&D Leaders ETF 12.0 14 51 6.2 +12.2
TECB iShares US Tech Breakthrough Multisector ETF 11.7 40 25 4.8 +10.7
HERO Global X Video Games & Esports ETF 11.6 50 15 9.6 +15.5
DUSA Davis Select U.S. Equity ETF 11.4 61 4 9.5 +15.4
ODDS Pacer BlueStar Digital Entertainment ETF 11.4 60 5 5.3 +11.3
MCH Matthews China Active ETF 11.3 79 -14 7.6 +13.5
AIA iShares Asia 50 ETF 11.3 50 15 8.6 +14.6
AIQ Global X Future Analytics Tech ETF 11.2 68 -3 4.7 +10.7
FBCG Fidelity Blue Chip Growth ETF 11.1 59 6 2.4 +8.3
KESG KraneShares MSCI China ESG Leaders Index ETF 10.8 59 6 12.2 +18.2
QGRW WisdomTree U.S. Quality Growth Fund 10.8 28 37 5.2 +11.2
FXI iShares China Large-Cap ETF 10.8 74 -9 13.4 +19.4
DWLD Davis Select Worldwide ETF 10.6 62 3 7.9 +13.9
MCHI iShares MSCI China ETF 10.3 57 8 10.5 +16.5
EPS WisdomTree U.S. Earnings 500 Fund 10.2 8 57 7.5 +13.4
FPAG FPA Global Equity ETF 10.2 49 16 6.2 +12.2
IYW iShares U.S. Technology ETF 10.2 39 26 5.2 +11.2
GENY Principal Millennials Index ETF 10.2 45 20 7.1 +13.1
FLCH Franklin FTSE China ETF 10.2 19 46 10.7 +16.7
IGM iShares Expanded Tech Sector ETF 10.1 40 25 4.9 +10.9
RUFF Alpha Dog ETF 10.1 90 -25 5.6 +11.5
GXC SPDR S&P China ETF 10.1 59 6 10.5 +16.4
LZRD Parabla Innovation ETF 9.7 69 -4 -8.0 -2.0
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 9.6 47 18 -0.8 +5.2
GBUY Goldman Sachs Future Consumer Equity ETF 9.6 75 -10 3.0 +8.9
ARVR First Trust Indxx Metaverse ETF 9.6 70 -5 4.5 +10.4
SFYF SoFi 50 ETF 9.5 29 36 -6.4 -0.5
CGGR Capital Group Growth ETF 9.5 39 26 4.0 +9.9
VSLU Applied Finance Valuation Large Cap ETF 9.2 49 16 6.8 +12.8
TCHI iShares MSCI China Multisector Tech ETF 9.2 59 6 4.6 +10.5
JCHI JPMorgan Active China ETF 9.1 65 0 8.0 +14.0
ENTR Entrepreneur 30 Fund 9.1 49 16 2.4 +8.4
XPND First Trust Expanded Technology ETF 9.1 65 0 5.6 +11.6
KALL KraneShares MSCI All China Index ETF 9.0 48 17 10.7 +16.7
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 8.7 20 45 8.1 +14.1
CN Xtrackers MSCI All China Equity ETF 8.5 50 15 11.3 +17.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 8.4 60 5 4.8 +10.8
BUZZ VanEck Social Sentiment ETF 8.4 75 -10 1.9 +7.8
XOUT GraniteShares XOUT U.S. Large Cap ETF 8.3 60 5 5.4 +11.4
BKF iShares MSCI BRIC ETF 8.3 70 -5 8.5 +14.5
QQQ Invesco QQQ Trust 8.2 20 45 5.1 +11.0
QQQM Invesco NASDAQ 100 ETF 8.2 15 50 5.4 +11.3
GAMR ETFMG Video Game Tech ETF 8.2 75 -10 6.4 +12.4
XNTK SPDR NYSE Technology ETF 8.1 35 30 4.4 +10.4
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 8.1 50 15 3.7 +9.7
GVIP Goldman Sachs Hedge Industry VIP ETF 8.0 45 20 4.5 +10.5
BWEB Bitwise Web3 ETF 7.9 85 -20 1.8 +7.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 7.8 19 46 7.2 +13.1
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 7.7 15 50 9.2 +15.1
KOIN Innovation Shares NextGen Protocol ETF 7.4 75 -10 6.5 +12.5
IPOS Renaissance International IPO ETF 7.4 80 -15 -33.9 -28.0
HLAL Wahed FTSE USA Shariah ETF 7.3 50 15 5.6 +11.5
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 7.3 75 -10 6.4 +12.3
ANEW ProShares MSCI Transformational Changes ETF 7.3 45 20 5.5 +11.4
KEJI Global X China Innovation ETF 7.2 75 -10 3.6 +9.5
MOAT VanEck Morningstar Wide Moat ETF 7.2 47 18 6.0 +11.9
SCHG Schwab U.S. Large-Cap Growth ETF 7.1 40 25 4.5 +10.5
WFH Direxion Work From Home ETF 7.1 45 20 0.0 +6.0
TRFM AAM Transformers ETF 7.0 49 16 1.8 +7.8
REVS Columbia Research Enhanced Value ETF 7.0 19 46 9.1 +15.1
FFND Future Fund Active ETF 7.0 101 -36 2.3 +8.3
GSPY Gotham Enhanced 500 ETF 6.8 50 15 6.3 +12.3
GGRW Gabelli Growth Innovators ETF 6.8 90 -25 3.3 +9.3
XLG Invesco S&P 500 Top 50 ETF 6.7 20 45 5.2 +11.2
IUS Invesco Strategic US ETF 6.6 19 46 7.5 +13.5
HAPI Harbor Corporate Culture ETF 6.6 36 29 5.6 +11.6
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 6.6 21 44 4.1 +10.0
HEET Hartford Schroders ESG US Equity ETF 6.5 39 26 7.0 +13.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 6.5 49 16 5.4 +11.4
BICK First Trust BICK Index Fund 6.4 64 1 5.3 +11.3
MINV Matthews Asia Innovators Active ETF 6.4 79 -14 1.9 +7.9
NACP Impact Shares NAACP Minority Empowerment ETF 6.3 49 16 5.8 +11.8
LDEM iShares ESG MSCI EM Leaders ETF 6.3 16 49 8.9 +14.9
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 6.3 12 53 5.5 +11.5
FDMO Fidelity Momentum Factor ETF 6.3 29 36 5.1 +11.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 6.3 50 15 5.6 +11.6
AOTG AOT Growth and Innovation ETF 6.3 75 -10 3.0 +9.0
SPHQ Invesco S&P 500 Quality ETF 6.2 15 50 6.2 +12.2
EEMA iShares MSCI Emerging Markets Asia ETF 6.2 50 15 7.5 +13.5
QUAL iShares MSCI Usa Quality Factor ETF 6.2 15 50 7.2 +13.2
FVAL Fidelity Value Factor ETF 6.2 29 36 9.2 +15.2
MGK Vanguard Mega Cap Growth ETF 6.1 7 58 4.8 +10.8
ITAN Sparkline Intangible Value ETF 6.1 50 15 7.1 +13.1
RFFC RiverFront Dynamic US Flex-Cap ETF 6.1 52 13 7.4 +13.3
BBLU EA Bridgeway Blue Chip ETF 6.0 15 50 6.3 +12.2
FQAL Fidelity Quality Factor ETF 5.9 29 36 7.0 +13.0
EGUS iShares ESG Aware MSCI USA Growth ETF 5.9 15 50 4.9 +10.8
KOCG FIS Knights of Columbus Global Belief ETF 5.8 75 -10 7.5 +13.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 5.8 30 35 5.1 +11.0
RECS Columbia Research Enhanced Core ETF 5.6 15 50 7.1 +13.1
LCLG Logan Capital Broad Innovative Growth ETF 5.6 99 -34 6.1 +12.1
OEF iShares S&P 100 ETF 5.6 20 45 5.7 +11.7
AAXJ iShares MSCI All Country Asia ex Japan ETF 5.6 69 -4 7.1 +13.1
CARZ First Trust NASDAQ Global Auto Index Fund 5.5 70 -5 5.0 +11.0
SPXT ProShares S&P 500 Ex-Technology ETF 5.5 27 38 6.4 +12.4
RVRB Reverb ETF 5.5 30 35 5.9 +11.9
JQUA JPMorgan U.S. Quality Factor ETF 5.5 12 53 6.7 +12.7
MTUM iShares MSCI USA Momentum Factor ETF 5.4 15 50 7.7 +13.7
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 5.4 15 50 8.4 +14.3
SYNB Putnam BioRevolution ETF 5.4 70 -5 3.4 +9.3
HART IQ Healthy Hearts ETF 5.4 45 20 6.2 +12.2
XITK SPDR FactSet Innovative Technology ETF 5.4 45 20 0.2 +6.2
VUG Vanguard Growth Index Fund 5.4 4 61 4.8 +10.8
SXQG 6 Meridian Quality Growth ETF 5.4 100 -35 5.2 +11.2
HVAL ALPS Hillman Active Value ETF 5.4 55 10 7.6 +13.5
FPXE First Trust IPOX Europe Equity Opportunities ETF 5.3 70 -5 5.3 +11.2
XDAT Franklin Exponential Data ETF 5.3 50 15 4.0 +10.0
GLCN VanEck China Growth Leaders ETF 5.3 60 5 12.3 +18.2
RESP WisdomTree US ESG Fund of Benef Interest 5.3 28 37 7.2 +13.2
ESGE iShares ESG Aware MSCI EM ETF 5.2 25 40 8.4 +14.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 5.2 7 58 5.9 +11.8
VDNI V-Shares US Leadership Diversity ETF 5.2 29 36 6.3 +12.3
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 5.2 30 35 8.2 +14.2
BKEM BNY Mellon Emerging Markets Equity ETF 5.2 11 54 8.5 +14.5
DRIV Global X Autonomous & Electric Vehicles ETF 5.1 68 -3 4.4 +10.4
SNPG Xtrackers S&P 500 Growth ESG ETF 5.1 15 50 5.7 +11.6
FLAX Franklin FTSE Asia Ex Japan ETF 5.1 19 46 7.9 +13.8
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 5.1 36 29 7.9 +13.8
EMM Global X Emerging Markets ETF 5.0 75 -10 3.9 +9.9
FMIL Fidelity New Millennium ETF 5.0 59 6 6.3 +12.3
ILCV iShares Morningstar Value ETF 5.0 4 61 7.7 +13.7
GMF SPDR S&P Emerging Asia Pacific ETF 5.0 49 16 7.5 +13.5
AVLV Avantis U.S. Large Cap Value ETF 5.0 15 50 9.1 +15.1
JVAL JPMorgan U.S. Value Factor ETF 5.0 12 53 9.7 +15.7
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 4.9 69 -4 6.8 +12.8
DEHP Dimensional Emerging Markets High Profitability ETF 4.9 41 24 8.5 +14.4
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 4.9 56 9 5.1 +11.0
FLKR Franklin FTSE South Korea ETF 4.9 9 56 8.8 +14.7
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 4.8 66 -1 7.7 +13.7
SKYY First Trust Cloud Computing ETF 4.8 60 5 3.8 +9.8
JCTR JPMorgan Carbon Transition U.S. Equity ETF 4.8 15 50 5.7 +11.7
EEM iShares MSCI Emerging Markets ETF 4.7 68 -3 7.8 +13.8
BKUS BNY Mellon Sustainable US Equity ETF 4.7 60 5 5.4 +11.3
DSTL Distillate US Fundamental Stability & Value ETF 4.7 39 26 8.2 +14.2
PBEE Invesco PureBeta FTSE Emerging Markets ETF 4.7 16 49 8.3 +14.3
IWX iShares Russell Top 200 Value ETF 4.7 20 45 7.4 +13.3
ZECP Zacks Earnings Consistent Portfolio ETF 4.6 55 10 6.3 +12.3
QLC FlexShares US Quality Large Cap Index Fund 4.6 25 40 6.9 +12.8
DINT Davis Select International ETF 4.6 64 1 6.8 +12.8
EQUL IQ Engender Equality ETF 4.6 45 20 7.5 +13.4
DFSU Dimensional US Sustainability Core 1 ETF 4.6 18 47 6.8 +12.7
IWL iShares Russell Top 200 ETF 4.6 15 50 5.7 +11.7
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 4.5 68 -3 -0.0 +6.0
HDUS Hartford Disciplined US Equity ETF 4.5 19 46 7.1 +13.1
PSJ Invesco Dynamic Software ETF 4.5 56 9 3.3 +9.2
SCHE Schwab Emerging Markets Equity ETF 4.5 11 54 8.2 +14.1
JHEM John Hancock Multifactor Emerging Markets ETF 4.5 49 16 8.8 +14.7
QQMG Invesco ESG NASDAQ 100 ETF 4.5 20 45 5.5 +11.4
IWY iShares Russell Top 200 Growth ETF 4.5 20 45 5.4 +11.4
EBIZ Global X E-Commerce ETF 4.5 50 15 0.8 +6.7
EMC Global X Emerging Markets Great Consumer ETF 4.5 75 -10 4.1 +10.1
SPXN ProShares S&P 500 Ex-Financials ETF 4.5 27 38 5.9 +11.8
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 4.5 18 47 8.4 +14.4
LRGE ClearBridge Large Cap Growth ESG ETF 4.4 59 6 3.6 +9.6
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 4.4 40 25 8.5 +14.5
MGC Vanguard Mega Cap Index Fund 4.4 7 58 5.8 +11.8
BKLC BNY Mellon US Large Cap Core Equity ETF 4.4 0 65 5.9 +11.8
SPXV ProShares S&P 500 Ex-Health Care ETF 4.4 27 38 5.5 +11.5
ZIG The Acquirers Fund 4.4 89 -24 17.9 +23.9
HKND Humankind US Stock ETF 4.3 11 54 7.4 +13.4
MVPS Amplify Thematic All-Stars ETF 4.3 49 16 2.0 +8.0
NERD Roundhill BITKRAFT Esports & Digital Entertainment ETF 4.3 50 15 17.4 +23.4
XVV iShares ESG Screened S&P 500 ETF 4.2 8 57 6.0 +11.9
EWY iShares MSCI South Korea ETF 4.2 57 8 8.0 +13.9
STXG Strive 1000 Growth ETF 4.2 18 47 5.2 +11.2
IEMG iShares Core MSCI Emerging Markets ETF 4.2 9 56 8.1 +14.0
CACG ClearBridge All Cap Growth ETF 4.1 53 12 3.9 +9.8
FLRG Fidelity U.S. Multifactor ETF 4.1 29 36 8.0 +14.0
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 4.1 17 48 6.3 +12.3
IOO iShares Global 100 ETF 4.1 40 25 6.3 +12.3
HAPY Harbor Corporate Culture Leaders ETF 4.1 36 29 4.8 +10.8
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 4.0 95 -30 9.3 +15.3
MEM Matthews Emerging Markets Equity Active ETF 4.0 79 -14 5.8 +11.8
VWO Vanguard FTSE Emerging Markets ETF 4.0 8 57 8.2 +14.1
WTAI WisdomTree Artificial Intelligence and Innovation Fund 4.0 45 20 1.9 +7.9
CLNR IQ Cleaner Transport ETF 4.0 45 20 6.6 +12.5
SPXE ProShares S&P 500 Ex-Energy ETF 4.0 27 38 5.8 +11.8
GTEK Goldman Sachs Future Tech Leaders Equity ETF 3.9 75 -10 3.7 +9.7
FDLO Fidelity Low Volatility Factor ETF 3.9 29 36 5.9 +11.9
EMGF iShares MSCI Emerging Markets Multifactor ETF 3.9 45 20 9.5 +15.5
ESGV Vanguard ESG U.S. Stock ETF 3.9 9 56 5.8 +11.8
SUSL iShares ESG MSCI USA Leaders ETF 3.9 10 55 6.1 +12.0
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 3.9 20 45 5.9 +11.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 3.9 10 55 6.1 +12.0
SPGP Invesco S&P 500 GARP ETF 3.9 36 29 9.3 +15.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 3.9 10 55 6.3 +12.3
IWF iShares Russell 1000 Growth ETF 3.9 18 47 5.3 +11.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 3.9 7 58 5.9 +11.9
VONG Vanguard Russell 1000 Growth Index Fund 3.9 8 57 5.4 +11.4
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 3.9 20 45 6.7 +12.7
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 3.9 45 20 9.2 +15.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 3.9 14 51 6.1 +12.0
CGUS Capital Group Core Equity ETF 3.8 33 32 5.8 +11.7
STRV Strive 500 ETF 3.8 5 60 6.0 +11.9
VOOG Vanguard S&P 500 Growth ETF 3.8 10 55 6.1 +12.1
IVW iShares S&P 500 Growth ETF 3.8 18 47 6.0 +12.0
LCF Touchstone US Large Cap Focused ETF 3.8 69 -4 5.0 +11.0
CATH Global X S&P 500 Catholic Values Custom ETF 3.8 29 36 5.8 +11.8
SPYG SPDR Portfolio S&P 500 Growth ETF 3.8 4 61 6.2 +12.1
SPEM SPDR Portfolio Emerging Markets ETF 3.8 11 54 8.1 +14.1
IVV iShares Core S&P 500 ETF 3.8 3 62 6.1 +12.1
VOO VANGUARD S&P 500 ETF 3.8 3 62 6.1 +12.1
HLGE Hartford Longevity Economy ETF 3.8 44 21 8.8 +14.7
SPY SPDR S&P 500 ETF Trust 3.8 9 56 6.1 +12.0
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 3.8 15 50 6.2 +12.1
VOTE Engine No. 1 Transform 500 ETF 3.8 5 60 6.0 +11.9
VV Vanguard Large-Cap Index Fund 3.8 4 61 6.0 +11.9
SPLG SPDR Portfolio S&P 500 ETF 3.8 3 62 6.1 +12.1
ESG FlexShares STOXX US ESG Impact Index Fund 3.8 32 33 5.8 +11.8
VOOV Vanguard S&P 500 Value ETF 3.8 10 55 6.6 +12.6
IVE iShares S&P 500 Value ETF 3.8 18 47 6.5 +12.5
SPYV SPDR Portfolio S&P 500 Value ETF 3.8 4 61 6.7 +12.6
SHE SPDR SSGA Gender Diversity Index ETF 3.7 20 45 6.0 +11.9
NTZG Nuveen Global Net Zero Transition ETF 3.7 55 10 5.5 +11.5
DSI iShares MSCI KLD 400 Social ETF 3.7 25 40 6.0 +12.0
NUMG Nuveen ESG Mid-Cap Growth ETF 3.7 30 35 4.5 +10.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 3.7 2 63 6.0 +12.0
VNSE Natixis Vaughan Nelson Select ETF 3.7 80 -15 4.0 +10.0
PBUS Invesco PureBeta MSCI USA ETF 3.6 4 61 6.0 +12.0
IUSG iShares Core S&P US Growth ETF 3.6 4 61 6.2 +12.2
ILCB iShares Morningstar U.S. Equity ETF 3.6 3 62 6.0 +12.0
JEMA JPMorgan Emerging Markets Equity Core ETF 3.6 39 26 7.4 +13.4
UMMA Wahed Dow Jones Islamic World ETF 3.6 65 0 5.0 +11.0
SCHX Schwab U.S. Large-Cap ETF 3.6 3 62 6.0 +12.0
IWB iShares Russell 1000 ETF 3.6 15 50 5.9 +11.9
VONE Vanguard Russell 1000 ETF 3.6 8 57 6.0 +11.9
CGGO Capital Group Global Growth Equity ETF 3.6 47 18 4.3 +10.3
WOMN Impact Shares YWCA Women's Empowerment ETF 3.6 75 -10 5.7 +11.7
DFAE Dimensional Emerging Core Equity Market ETF 3.6 35 30 8.7 +14.6
GDEF Goldman Sachs Defensive Equity ETF 3.5 55 10 5.2 +11.2
IUSV iShares Core S&P U.S. Value ETF 3.5 4 61 6.9 +12.8
AVEM Avantis Emerging Markets Equity ETF 3.5 33 32 9.9 +15.9
JIG JPMorgan International Growth ETF 3.5 55 10 4.8 +10.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3.5 9 56 6.8 +12.8
BTEK BlackRock Future Tech ETF 3.5 88 -23 0.6 +6.6
QQQN VictoryShares Nasdaq Next 50 ETF 3.5 18 47 6.6 +12.6
SCHK Schwab 1000 Index ETF 3.5 5 60 6.0 +12.0
IYY iShares Dow Jones U.S. ETF 3.5 20 45 5.9 +11.8
SPTM SPDR Portfolio Total Stock Market ETF 3.5 3 62 6.3 +12.3
TMFC Motley Fool 100 Index ETF 3.4 50 15 4.5 +10.5
DFUS Dimensional U.S. Equity ETF 3.4 11 54 6.0 +11.9
KRMA Global X Conscious Companies ETF 3.4 43 22 6.4 +12.4
IWV iShares Russell 3000 ETF 3.4 20 45 5.7 +11.7
VTHR Vanguard Russell 3000 Index Fund 3.4 10 55 5.8 +11.8
QUS SPDR MSCI USA StrategicFactors ETF 3.4 15 50 6.7 +12.7
VTI Vanguard Total Stock Market Index Fund 3.4 3 62 5.8 +11.8
SCHB Schwab U.S. Broad Market ETF 3.3 3 62 6.0 +11.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 3.3 3 62 5.9 +11.8
CVAR Cultivar ETF 3.3 87 -22 8.6 +14.6
IBUY Amplify Online Retail ETF 3.3 65 0 -5.4 +0.6
AFLG First Trust Active Factor Large Cap ETF 3.3 55 10 7.5 +13.5
RAFE PIMCO RAFI ESG U.S. ETF 3.3 29 36 8.3 +14.3
ECOZ TrueMark ESG Active Opportunities ETF 3.2 58 7 4.9 +10.9
IWD iShares Russell 1000 Value ETF 3.2 18 47 7.5 +13.4
VONV Vanguard Russell 1000 Value Index Fund 3.2 8 57 7.6 +13.5
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 3.2 60 5 2.5 +8.5
JHML John Hancock Multifactor Large Cap ETF 3.1 29 36 6.5 +12.5
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 3.1 41 24 10.6 +16.6
DFAU Dimensional US Core Equity Market ETF 3.1 12 53 6.2 +12.2
FNDX Schwab Fundamental U.S. Large Co. Index ETF 3.1 25 40 7.8 +13.8
MRND IQ U.S. Mid Cap R&D Leaders ETF 3.0 16 49 -0.8 +5.2
UPWD JPMorgan Social Advancement ETF 3.0 49 16 5.8 +11.7
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 3.0 42 23 6.2 +12.2
NZUS SPDR MSCI USA Climate Paris Aligned ETF 3.0 10 55 5.6 +11.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 3.0 20 45 6.8 +12.8
QTUM Defiance Quantum ETF 3.0 40 25 4.2 +10.2
BRNY Burney U.S. Factor Rotation ETF 2.9 79 -14 8.2 +14.2
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 2.9 25 40 6.6 +12.6
FNDB Schwab Fundamental U.S. Broad Market Index ETF 2.9 25 40 7.7 +13.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.9 10 55 5.6 +11.6
IQSU IQ Candriam ESG US Equity ETF 2.9 9 56 5.6 +11.6
CGDV Capital Group Dividend Value ETF 2.8 33 32 6.4 +12.3
VEGN US Vegan Climate ETF 2.8 60 5 5.5 +11.4
VLU SPDR S&P 1500 Value Tilt ETF 2.8 12 53 8.5 +14.5
INNO Harbor Disruptive Innovation ETF 2.8 75 -10 -3.3 +2.6
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.8 12 53 6.0 +11.9
SNPE Xtrackers S&P 500 ESG ETF 2.8 10 55 6.1 +12.0
ACWI iShares MSCI ACWI ETF 2.8 32 33 6.5 +12.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.8 75 -10 6.6 +12.6
DFEM Dimensional Emerging Markets Core Equity 2 ETF 2.7 39 26 9.4 +15.4
FLQL Franklin LibertyQ U.S. Equity ETF 2.7 15 50 7.8 +13.8
AVUS Avantis U.S. Equity ETF 2.7 15 50 7.1 +13.1
MOON Direxion Moonshot Innovators ETF 2.7 65 0 -19.6 -13.6
JAVA JPMorgan Active Value ETF 2.7 44 21 7.0 +12.9
TOK iShares MSCI Kokusai ETF 2.7 25 40 6.3 +12.3
BFTR Future Innovators ETF 2.7 80 -15 2.4 +8.4
FPXI First Trust International Equity Opportunities ETF 2.7 70 -5 5.6 +11.5
DEIF Sterling Capital Diverse Multi-Manager Active ETF 2.7 65 0 7.2 +13.2
KOKU Xtrackers MSCI Kokusai Equity ETF 2.7 9 56 6.5 +12.5
PRF Invesco FTSE RAFI US 1000 ETF 2.6 39 26 7.8 +13.8
KOMP SPDR Kensho New Economies Composite ETF 2.6 20 45 -1.1 +4.9
ECOW Pacer Emerging Markets Cash Cows 100 ETF 2.6 70 -5 14.8 +20.8
FXL First Trust Technology AlphaDEX Fund 2.6 61 4 5.8 +11.8
ESGU iShares MSCI USA ESG Optimized ETF 2.6 15 50 6.0 +12.0
VT Vanguard Total World Stock ETF 2.5 7 58 6.7 +12.6
ADIV SmartETFs Asia Pacific Dividend Builder ETF 2.5 78 -13 10.4 +16.4
URTH iShares MSCI World ETF 2.5 24 41 6.5 +12.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.5 9 56 6.4 +12.4
QWLD SPDR MSCI World StrategicFactors ETF 2.5 30 35 7.1 +13.1
SPHB Invesco S&P 500 High Beta ETF 2.5 25 40 5.7 +11.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.5 12 53 6.2 +12.2
ALTL Pacer Lunt Large Cap Alternator ETF 2.5 60 5 6.3 +12.3
DFAC Dimensional U.S. Core Equity 2 ETF 2.5 19 46 6.8 +12.8
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF 2.5 61 4 7.8 +13.7
SFY SoFi Select 500 ETF 2.5 0 65 5.8 +11.7
NZRO Strategy Shares Halt Climate Change ETF 2.5 95 -30 1.8 +7.8
IETC iShares Evolved U.S. Technology ETF 2.5 18 47 5.1 +11.1
GFGF Guru Favorite Stocks ETF 2.4 65 0 6.5 +12.5
NUEM Nuveen ESG Emerging Markets Equity ETF 2.4 35 30 7.6 +13.6
PXH Invesco FTSE RAFI Emerging Markets ETF 2.4 50 15 13.4 +19.3
ILCG iShares Morningstar Growth ETF 2.4 4 61 4.8 +10.8
ESGG FlexShares STOXX Global ESG Impact Index Fund 2.3 42 23 6.4 +12.4
FTGS First Trust Growth Strength ETF 2.3 60 5 8.6 +14.5
STXV Strive 1000 Value ETF 2.3 18 47 8.7 +14.6
JEPI JPMorgan Equity Premium Income ETF 2.3 35 30 6.1 +12.1
FUNL CornerCap Fundametrics Large-Cap ETF 2.3 50 15 8.7 +14.6
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 2.3 15 50 12.8 +18.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.2 15 50 4.3 +10.3
RWL Invesco S&P 500 Revenue ETF 2.2 39 26 7.5 +13.4
MGV Vanguard Mega Cap Value ETF 2.2 7 58 7.8 +13.7
WTV WisdomTree US Value Fund 2.2 12 53 9.4 +15.4
AADR AdvisorShares Dorsey Wright ADR ETF 2.2 110 -45 7.0 +13.0
BOSS Global X Founder-Run Companies ETF 2.2 45 20 3.5 +9.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.2 20 45 5.8 +11.8
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 2.2 59 6 11.2 +17.2
FBCV Fidelity Blue Chip Value ETF 2.1 59 6 7.6 +13.6
JGRO JPMorgan Active Growth ETF 2.1 44 21 4.2 +10.2
EQWL Invesco Russell Top 200 Equal Weight ETF 2.1 25 40 7.3 +13.3
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 2.1 39 26 13.0 +19.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.0 65 0 8.5 +14.5
TTAC TrimTabs US Free Cash Flow Quality ETF 2.0 59 6 7.0 +12.9
FCPI Fidelity Stocks for Inflation ETF 2.0 29 36 9.6 +15.6
TMFX Motley Fool Next Index ETF 2.0 50 15 3.7 +9.7
VUSE Vident Core US Equity Fund 2.0 50 15 7.4 +13.3
PSP Invesco Global Listed Private Equity ETF 2.0 144 -79 12.0 +18.0
DGT SPDR Global Dow ETF 2.0 50 15 7.8 +13.8
CXSE WisdomTree China ex-State-Owned Enterprises Fund 1.9 32 33 6.5 +12.4
SUSA iShares MSCI USA ESG Select ETF 1.9 25 40 6.2 +12.1
QVML Invesco S&P 500 QVM Multi-factor ETF 1.9 11 54 6.5 +12.4
SATO Invesco Alerian Galaxy Crypto Economy ETF 1.9 60 5 -20.8 -14.8
SAGP Strategas Global Policy Opportunities ETF 1.9 65 0 7.5 +13.4
SIMS SPDR S&P Kensho Intelligent Structures ETF 1.9 45 20 0.7 +6.6
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.8 35 30 5.1 +11.1
VTV Vanguard Value Index Fund 1.8 4 61 8.0 +14.0
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 1.8 57 8 4.9 +10.8
FRDM Freedom 100 Emerging Markets ETF 1.8 49 16 8.2 +14.2
CLOU Global X Cloud Computing ETF 1.8 68 -3 2.0 +7.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.8 65 0 2.4 +8.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.8 11 54 6.0 +12.0
NULG Nuveen ESG Large-Cap Growth ETF 1.8 25 40 4.9 +10.9
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 1.7 32 33 6.5 +12.5
STLV iShares Factors US Value Style ETF 1.7 25 40 10.7 +16.7
ADME Aptus Drawdown Managed Equity ETF 1.7 79 -14 5.3 +11.3
GURU Global X Guru Index ETF 1.7 75 -10 5.4 +11.4
XT iShares Exponential Technologies ETF 1.7 46 19 3.5 +9.4
ROUS Hartford Multifactor US Equity ETF 1.7 19 46 8.6 +14.6
FSST Fidelity Sustainability U.S. Equity ETF 1.6 59 6 5.8 +11.7
VALQ American Century STOXX U.S. Quality Value ETF 1.6 29 36 10.0 +16.0
SIXA 6 Meridian Mega Cap Equity ETF 1.6 82 -17 7.7 +13.7
FLLV Franklin Liberty U.S. Low Volatility ETF 1.5 29 36 6.4 +12.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.5 25 40 7.8 +13.7
DSTX Distillate International Fundamental Stability & Value ETF 1.5 55 10 8.5 +14.4
LRGF iShares Edge MSCI Multifactor USA ETF 1.5 8 57 7.1 +13.0
SSPY Syntax Stratified LargeCap ETF 1.5 30 35 7.4 +13.3
CWI SPDR MSCI ACWI ex-US ETF 1.4 30 35 7.8 +13.8
EMFQ Amplify Emerging Markets FinTech ETF 1.4 69 -4 5.9 +11.8
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 1.4 51 14 11.0 +17.0
KLDW Gavekal Knowledge Leaders Developed World ETF 1.4 75 -10 5.7 +11.7
ACWX iShares MSCI ACWI ex U.S. ETF 1.4 32 33 7.7 +13.7
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 1.4 108 -43 2.7 +8.6
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 1.4 41 24 7.7 +13.6
NANC Unusual Whales Subversive Democratic Trading ETF 1.3 75 -10 4.9 +10.9
BUYZ Franklin Disruptive Commerce ETF 1.3 50 15 1.9 +7.8
PEXL Pacer US Export Leaders ETF 1.3 60 5 6.8 +12.8
VEU Vanguard FTSE All-World ex-US Index Fund 1.3 7 58 7.9 +13.8
DFUV Dimensional US Marketwide Value ETF 1.3 23 42 8.9 +14.8
MOTE VanEck Morningstar ESG Moat ETF 1.3 49 16 6.3 +12.3
DFLV Dimensional US Large Cap Value ETF 1.3 22 43 9.3 +15.3
FXD First Trust Consumer Discretionary AlphaDEX Fund 1.3 61 4 6.6 +12.6
HAIL SPDR S&P Kensho Smart Mobility ETF 1.3 45 20 -3.2 +2.8
QLV FlexShares US Quality Low Volatility Index Fund 1.3 22 43 6.1 +12.1
AVES Avantis Emerging Markets Value ETF 1.2 36 29 14.6 +20.6
IXUS ishares Core MSCI Total International Stock ETF 1.2 7 58 7.6 +13.6
TTAI TrimTabs All Cap International Free-Cash-Flow ETF 1.2 61 4 9.1 +15.1
FDEM Fidelity Emerging Markets Multifactor ETF 1.2 45 20 13.3 +19.3
CLRG IQ Chaikin U.S. Large Cap ETF 1.2 25 40 7.2 +13.2
ARKF ARK Fintech Innovation ETF 1.2 75 -10 -1.8 +4.2
VXUS Vanguard Total International Stock ETF 1.2 7 58 7.7 +13.7
VOT Vanguard Mid-Cap Growth Index Fund 1.2 7 58 5.0 +11.0
XCEM Columbia EM Core ex-China ETF 1.2 16 49 7.5 +13.5
WCLD WisdomTree Cloud Computing Fund 1.2 45 20 0.1 +6.0
JFWD Jacob Forward ETF 1.2 75 -10 -12.0 -6.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.1 9 56 6.9 +12.9
BTHM BlackRock Future U.S. Themes ETF 1.1 60 5 6.2 +12.2
ACSI American Customer Satisfaction Core Alpha ETF 1.1 65 0 6.1 +12.1
RAYE Rayliant Quantamental Emerging Market Equity ETF 1.1 80 -15 13.3 +19.3
XC WisdomTree Emerging Markets Ex-China Fund 1.1 32 33 6.8 +12.8
WUGI AXS Esoterica NextG Economy ETF 1.1 75 -10 2.9 +8.8
VFMO Vanguard U.S. Momentum Factor ETF 1.1 13 52 4.1 +10.0
QGRO American Century STOXX U.S. Quality Growth ETF 1.1 29 36 5.9 +11.9
LVOL American Century Low Volatility ETF 1.1 29 36 6.1 +12.1
JOET Virtus Terranova US Quality Momentum ETF 1.0 29 36 6.6 +12.6
VFMV Vanguard U.S. Minimum Volatility ETF 1.0 13 52 6.5 +12.4
MOTI VanEck Morningstar International Moat ETF 1.0 57 8 8.9 +14.8
CALF Pacer US Small Cap Cash Cows 100 ETF 1.0 59 6 15.8 +21.8
PSCU Invesco S&P SmallCap Utilities ETF 1.0 29 36 6.4 +12.4
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 1.0 23 42 6.9 +12.9
IWP iShares Russell Mid-Cap Growth ETF 1.0 23 42 5.1 +11.1
MOTG VanEck Morningstar Global Wide Moat ETF 1.0 52 13 6.9 +12.8
NULC Nuveen ESG Large-Cap ETF 0.9 20 45 6.4 +12.4
FTA First Trust Large Cap Value AlphaDEX Fund 0.9 59 6 10.4 +16.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.9 29 36 6.1 +12.1
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.9 20 45 5.3 +11.2
EMDM First Trust Bloomberg Emerging Market Democracies ETF 0.9 75 -10 7.7 +13.7
IMCG iShares Morningstar Mid-Cap Growth ETF 0.9 6 59 5.0 +11.0
KRUZ Unusual Whales Subversive Republican Trading ETF 0.9 75 -10 6.3 +12.2
XSW SPDR S&P Software & Services ETF 0.9 35 30 2.6 +8.5
VFMF Vanguard U.S. Multifactor ETF 0.9 18 47 10.1 +16.0
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.8 25 40 6.6 +12.5
FEX First Trust Large Cap Core AlphaDEX Fund 0.8 59 6 7.4 +13.3
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 0.8 20 45 9.2 +15.1
FDEV Fidelity Targeted International Factor ETF 0.8 39 26 7.6 +13.6
EUSA iShares MSCI USA Equal Weighted ETF 0.8 9 56 6.9 +12.8
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.8 30 35 9.7 +15.7
SIZE iShares MSCI USA Size Factor ETF 0.8 15 50 6.7 +12.7
GLOF iShares Global Equity Factor ETF 0.8 20 45 8.7 +14.7
ERSX ERShares NextGen Entrepreneurs ETF 0.7 75 -10 6.6 +12.6
EMXC iShares MSCI Emerging Markets ex China ETF 0.7 25 40 7.2 +13.2
VIDI Vident International Equity Fund 0.7 61 4 11.9 +17.9
BFOR Barron's 400 ETF 0.7 65 0 9.1 +15.1
VFQY Vanguard U.S. Quality Factor ETF 0.7 13 52 8.3 +14.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.7 31 34 8.6 +14.6
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.7 47 18 11.7 +17.7
IQDF FlexShares International Quality Dividend Index Fund 0.7 47 18 12.0 +18.0
VPL Vanguard FTSE Pacific ETF 0.7 8 57 7.5 +13.5
STXE Strive Emerging Markets Ex-China ETF 0.7 32 33 7.1 +13.1
LGLV SPDR Russell 1000 Low Volatility ETF 0.7 12 53 6.0 +12.0
RSP Invesco S&P 500 Equal Weight ETF 0.7 20 45 7.0 +13.0
IQDE FlexShares International Quality Dividend Defensive Index ET 0.6 47 18 10.2 +16.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.6 29 36 8.3 +14.2
SMOT VanEck Morningstar SMID Moat ETF 0.6 49 16 8.3 +14.3
FDWM Fidelity Women's Leadership ETF 0.6 59 6 5.9 +11.9
VXF Vanguard Extended Market Index Fund 0.6 6 59 4.3 +10.2
IGV iShares Expanded Tech-Software ETF 0.6 40 25 4.1 +10.1
STXK Strive Small-Cap ETF 0.6 18 47 5.4 +11.4
VO Vanguard Mid-Cap Index Fund 0.6 4 61 6.8 +12.7
VIGI Vanguard International Dividend Appreciation ETF 0.6 15 50 6.1 +12.1
SSLY Syntax Stratified SmallCap ETF 0.6 35 30 7.2 +13.2
SCHM Schwab U.S. Mid-Cap ETF 0.6 4 61 6.5 +12.5
TPIF Timothy Plan International ETF 0.6 62 3 7.3 +13.3
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ET 0.5 85 -20 0.9 +6.9
ROAM Hartford Multifactor Emerging Markets ETF 0.5 44 21 13.2 +19.2
IWR iShares Russell Midcap ETF 0.5 18 47 6.5 +12.4
FGM First Trust Germany AlphaDEX Fund 0.5 80 -15 10.9 +16.9
EWGS iShares MSCI Germany Small Cap ETF 0.5 59 6 9.3 +15.3
EMXF iShares ESG Advanced MSCI EM ETF 0.5 16 49 8.7 +14.7
FYC First Trust Small Cap Growth AlphaDEX Fund 0.5 70 -5 2.0 +8.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.5 18 47 9.0 +14.9
FAB First Trust Multi Cap Value AlphaDEX Fund 0.5 69 -4 11.4 +17.3
YPS Arrow Reverse Cap 500 ETF 0.5 29 36 6.9 +12.8
SCJ iShares MSCI Japan Small-Cap ETF 0.5 50 15 6.4 +12.4
CFA VictoryShares US 500 Volatility Weighted Index ETF 0.5 35 30 7.2 +13.1
EQAL Invesco Russell 1000 Equal Weight ETF 0.5 20 45 7.0 +12.9
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.5 25 40 9.9 +15.8
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 0.5 30 35 6.0 +11.9
IMCB iShares Morningstar Mid-Cap ETF 0.5 4 61 6.9 +12.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.5 4 61 6.9 +12.9
SQEW LeaderShares Equity Skew ETF 0.4 75 -10 5.4 +11.3
ECNS iShares MSCI China Small-Cap ETF 0.4 57 8 9.1 +15.1
MGMT Ballast Small/Mid Cap ETF 0.4 110 -45 7.4 +13.4
WCEO Hypatia Women CEO ETF 0.4 85 -20 5.8 +11.8
IYC iShares U.S. Consumer Services ETF 0.4 39 26 4.0 +10.0
BKSE BNY Mellon US Small Cap Core Equity ETF 0.4 4 61 6.1 +12.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.4 39 26 4.1 +10.1
LETB AdvisorShares Let Bob AI Powered Momentum ETF 0.4 107 -42 7.1 +13.1
VBK Vanguard Small-Cap Growth Index Fund 0.4 7 58 1.7 +7.7
ISCG iShares Morningstar Small-Cap Growth ETF 0.4 6 59 2.1 +8.0
IWO iShares Russell 2000 Growth ETF 0.4 23 42 2.8 +8.8
JPXN iShares JPX-Nikkei 400 ETF 0.4 48 17 8.5 +14.4
VTWG Vanguard Russell 2000 Growth Index Fund 0.4 15 50 2.9 +8.9
FNDC Schwab Fundamental International Small Co. Index ETF 0.4 39 26 6.2 +12.2
PSET Principal Price Setters Index ETF 0.4 15 50 6.7 +12.7
JIDA JPMorgan ActiveBuilders International Equity ETF 0.4 25 40 7.3 +13.2
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 0.4 35 30 8.5 +14.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.4 7 58 5.9 +11.9
IPO Renaissance IPO ETF 0.4 60 5 -0.2 +5.8
IZRL ARK Israel Innovative Technology ETF 0.4 49 16 -0.0 +6.0
ISRA VanEck Israel ETF 0.4 59 6 9.2 +15.2
EIS iShares MSCI Israel ETF 0.4 57 8 12.0 +18.0
ITEQ BlueStar Israel Technology ETF 0.4 75 -10 2.2 +8.2
FYX First Trust Small Cap Core AlphaDEX Fund 0.4 61 4 8.2 +14.1
ISCB iShares Morningstar Small-Cap ETF 0.4 4 61 5.2 +11.2
CIL VictoryShares International Volatility Weighted Index ETF 0.4 45 20 7.5 +13.5
SQLV Legg Mason Small-Cap Quality Value 0.4 61 4 11.3 +17.3
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.4 49 16 5.8 +11.7
SMLE Xtrackers S&P SmallCap 600 ESG ETF 0.4 15 50 8.4 +14.3
ESIX SPDR S&P SmallCap 600 ESG ETF 0.4 12 53 8.5 +14.4
SPDW SPDR Portfolio Developed World ex-US ETF 0.4 4 61 7.3 +13.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.3 20 45 7.7 +13.7
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.3 32 33 8.0 +14.0
ISCV iShares Morningstar Small Cap Value ETF 0.3 6 59 8.5 +14.4
ICOW Pacer Developed Markets International Cash Cows 100 ETF 0.3 65 0 16.5 +22.4
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 0.3 58 7 7.6 +13.6
CGV Conductor Global Equity Value ETF 0.3 128 -63 11.4 +17.4
DFJ WisdomTree Japan SmallCap Dividend Fund 0.3 58 7 7.7 +13.6
FTC First Trust Large Cap Growth AlphaDEX Fund 0.3 59 6 4.7 +10.7
AVSC Avantis U.S Small Cap Equity ETF 0.3 25 40 5.3 +11.3
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.3 58 7 9.2 +15.1
EWX SPDR S&P Emerging Markets Small Cap ETF 0.3 65 0 6.9 +12.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.3 63 2 3.6 +9.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.3 15 50 7.0 +13.0
IJT iShares S&P Small-Cap 600 Growth ETF 0.3 18 47 7.0 +12.9
SLYG SPDR S&P 600 Small Cap Growth ETF 0.3 15 50 7.0 +13.0
HFXI IQ 50 Percent Hedged FTSE International ETF 0.3 20 45 7.7 +13.7
IWM iShares Russell 2000 ETF 0.3 19 46 4.5 +10.4
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.3 15 50 8.3 +14.3
XJR iShares ESG Screened S&P Small-Cap ETF 0.3 12 53 7.6 +13.5
VB Vanguard Small-Cap ETF 0.3 5 60 6.1 +12.0
BBJP JPMorgan BetaBuilders Japan ETF 0.3 19 46 7.9 +13.8
VTWO Vanguard Russell 2000 Index Fund 0.3 10 55 4.4 +10.4
VSGX Vanguard ESG International Stock ETF 0.3 12 53 7.4 +13.4
FLJH Franklin FTSE Japan Hedged ETF 0.3 9 56 7.8 +13.7
GWX SPDR S&P International Small Cap ETF 0.3 40 25 6.0 +11.9
CSD Invesco S&P Spin-Off ETF 0.3 65 0 6.4 +12.4
FLJP Franklin FTSE Japan ETF 0.3 9 56 7.8 +13.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.3 20 45 7.9 +13.9
IWS iShares Russell Mid-Cap Value ETF 0.3 23 42 7.6 +13.5
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.3 64 1 8.0 +13.9
VIOO Vanguard S&P Small-Cap 600 ETF 0.3 10 55 8.1 +14.1
SCHF Schwab International Equity ETF 0.3 6 59 7.9 +13.9
IJR iShares Core S&P Small Cap ETF 0.3 6 59 8.1 +14.1
SLY SPDR S&P 600 Small Cap ETF 0.3 15 50 8.1 +14.0
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.3 5 60 8.2 +14.2
FEMS First Trust Emerging Markets Small Cap Alphadex Fund 0.3 80 -15 12.8 +18.8
PBDM Invesco PureBeta FTSE Developed ex-North America ETF 0.3 7 58 7.6 +13.6
SCZ iShares MSCI EAFE Small-Cap ETF 0.2 39 26 6.3 +12.3
IDMO Invesco S&P International Developed Momentum ETF 0.2 25 40 7.9 +13.8
VEA Vanguard FTSE Developed Markets ETF 0.2 5 60 7.6 +13.6
EWJ iShares MSCI Japan ETF 0.2 50 15 7.7 +13.7
JSTC Adasina Social Justice All Cap Global ETF 0.2 89 -24 6.3 +12.3
BLES Inspire Global Hope Large Cap ETF 0.2 49 16 7.3 +13.2
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.2 46 19 7.8 +13.7
CEFA Global X S&P Catholic Values Developed ex-U.S. ETF 0.2 35 30 7.4 +13.3
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.2 15 50 9.3 +15.3
IJS iShares S&P Small-cap 600 Value ETF 0.2 18 47 9.3 +15.2
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 0.2 17 48 5.7 +11.7
SLYV SPDR S&P 600 Small Cap Value ETF 0.2 15 50 9.2 +15.2
ONLN ProShares Online Retail ETF 0.2 58 7 -2.6 +3.4
PSC Principal U.S. Small Cap Index ETF 0.2 38 27 8.5 +14.5
SCHA Schwab U.S. Small-Cap ETF 0.2 4 61 5.6 +11.6
ONEO SPDR Russell 1000 Momentum Focus ETF 0.2 20 45 8.9 +14.9
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.2 35 30 8.6 +14.5
CSML IQ Chaikin U.S. Small Cap ETF 0.2 35 30 6.6 +12.6
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.2 25 40 8.2 +14.1
IDHQ Invesco S&P International Developed Quality ETF 0.2 29 36 7.9 +13.9
GVLU Gotham 1000 Value ETF 0.2 50 15 10.8 +16.8
IPAC iShares Core MSCI Pacific ETF 0.2 9 56 7.2 +13.2
JPIN JPMorgan Diversified Return International Equity ETF 0.2 37 28 9.3 +15.3
VBR Vanguard Small Cap Value Index Fund 0.2 7 58 9.2 +15.1
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.2 68 -3 6.3 +12.3
IQDG WisdomTree International Quality Dividend Growth Fund 0.2 42 23 6.0 +12.0
DISV Dimensional International Small Cap Value ETF 0.2 42 23 10.0 +15.9
DFEV Dimensional Emerging Markets Value ETF 0.2 43 22 12.6 +18.6
UIVM VictoryShares USAA MSCI International Value Momentum ETF 0.2 35 30 10.4 +16.3
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.2 7 58 6.4 +12.4
IWN iShares Russell 2000 Value ETF 0.2 23 42 6.3 +12.3
DFAS Dimensional U.S. Small Cap ETF 0.2 28 37 6.9 +12.9
VTWV Vanguard Russell 2000 Value Index Fund 0.2 15 50 6.1 +12.1
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.2 50 15 7.4 +13.4
SCHC Schwab International Small-Cap Equity ETF 0.2 11 54 6.1 +12.1
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.1 80 -15 9.5 +15.5
DLS WisdomTree International SmallCap Dividend Fund 0.1 58 7 9.6 +15.6
FYT First Trust Small Cap Value AlphaDEX Fund 0.1 71 -6 11.8 +17.8
FSMD Fidelity Small-Mid Factor ETF 0.1 29 36 8.2 +14.2
ARKW ARK Web x.0 ETF 0.1 83 -18 -5.0 +1.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.1 39 26 10.5 +16.5
DFAT Dimensional U.S. Targeted Value ETF 0.1 29 36 9.5 +15.5
ISZE iShares Edge MSCI Intl Size Factor ETF 0.1 30 35 7.0 +12.9
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 0.1 35 30 7.3 +13.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.1 9 56 4.7 +10.6
IPKW Invesco International BuyBack Achievers ETF 0.1 55 10 11.3 +17.3
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.1 25 40 7.9 +13.9
PTEC Global X PropTech ETF 0.1 50 15 3.0 +8.9
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.1 58 7 5.9 +11.8
IQLT iShares Edge MSCI Intl Quality Factor ETF 0.1 30 35 7.8 +13.8
JHMM John Hancock Multifactor Mid Cap ETF 0.1 41 24 7.7 +13.7
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 20 9.0 +14.9
EFG iShares MSCI EAFE Growth ETF 0.1 35 30 4.9 +10.9
JHSC John Hancock Multifactor Small Cap ETF 0.1 42 23 7.1 +13.1
IEDI iShares Evolved U.S. Discretionary Spending ETF 0.1 18 47 5.7 +11.7
IEUS iShares MSCI Europe Small-Cap ETF 0.1 40 25 6.2 +12.2
QINT American Century Quality Diversified International ETF 0.1 39 26 9.1 +15.1
IGRO iShares International Dividend Growth ETF 0.1 15 50 8.8 +14.8
SNPV Xtrackers S&P ESG Value ETF 0.1 15 50 6.7 +12.7
FLGR Franklin FTSE Germany ETF 0.1 9 56 8.9 +14.8
IDEV iShares Core MSCI International Developed Markets ETF 0.1 4 61 7.5 +13.4
IQSI IQ Candriam ESG International Equity ETF 0.1 15 50 7.6 +13.5
CIZ VictoryShares Developed Enhanced Volatility Weighted Index E 0.1 45 20 7.7 +13.7
DIM WisdomTree International MidCap Dividend Fund 0.1 58 7 9.4 +15.4
SFYX Sofi Next 500 ETF 0.1 0 65 6.2 +12.2
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 26 8.4 +14.3
SMMD iShares Russell 2500 ETF 0.1 15 50 6.3 +12.3
IEFA iShares Core MSCI EAFE ETF 0.1 7 58 7.5 +13.4
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 61 7.6 +13.6
IMTM iShares Edge MSCI Intl Momentum Factor ETF 0.1 30 35 8.2 +14.2
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 45 7.7 +13.6
FTEC Fidelity MSCI Information Technology Index ETF 0.1 8 57 5.3 +11.3
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 0.1 17 48 8.4 +14.4
JPEM J.P. Morgan Diversified Return Emerging Markets Equity ETF 0.1 44 21 11.0 +16.9
IQIN IQ 500 International ETF 0.1 25 40 8.9 +14.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.1 24 41 8.7 +14.7
EES WisdomTree SmallCap Earnings Fund 0.1 38 27 12.4 +18.3
DXJ WisdomTree Japan Hedged Equity Fund 0.1 48 17 10.8 +16.8
BKIE BNY Mellon International Equity ETF 0.1 4 61 8.1 +14.1
USXF iShares ESG Advanced MSCI USA ETF 0.1 10 55 5.9 +11.8
PXUS Principal International Adaptive Multi-Factor ETF 0.1 24 41 7.4 +13.4
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 41 6.9 +12.9
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.1 39 26 8.2 +14.2
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.1 20 45 7.3 +13.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.1 39 26 7.6 +13.5
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 40 9.3 +15.2
EFA iShares MSCI EAFE ETF 0.1 32 33 7.4 +13.4
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.1 35 30 7.5 +13.4
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.0 36 29 8.9 +14.8
JMOM JPMorgan U.S. Momentum Factor ETF 0.0 12 53 6.7 +12.7
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.0 25 40 8.5 +14.4
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 0.0 19 46 8.5 +14.4
AVDE Avantis International Equity ETF 0.0 23 42 9.0 +15.0
DIHP Dimensional International High Profitability ETF 0.0 29 36 8.5 +14.4
DFIS Dimensional International Small Cap ETF 0.0 39 26 6.6 +12.6
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.0 40 25 9.4 +15.3
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.0 29 36 9.9 +15.9
DEEF Xtrackers FTSE Developed ex US Comprehensive Factor ETF 0.0 24 41 8.7 +14.7
DFAI Dimensional International Core Equity Market ETF 0.0 18 47 7.5 +13.5
DFIC Dimensional International Core Equity 2 ETF 0.0 23 42 8.0 +14.0
IWC iShares Micro-Cap ETF 0.0 60 5 -3.9 +2.1
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.0 58 7 14.0 +20.0
VGT Vanguard Information Technology Index Fund 0.0 10 55 5.3 +11.3
EZM WisdomTree U.S. MidCap Earnings Fund 0.0 38 27 11.3 +17.3
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.0 47 18 7.1 +13.1
DWM WisdomTree International Equity Fund 0.0 48 17 9.3 +15.3
NUSC Nuveen ESG Small-Cap ETF 0.0 30 35 5.6 +11.5
DIVI Franklin International Core Dividend Tilt Index ETF 0.0 9 56 9.2 +15.1
JHMD John Hancock Multifactor Developed International ETF 0.0 39 26 8.2 +14.2
ISCF iShares Edge MSCI Multifactor Intl Small-Cap ETF 0.0 40 25 8.6 +14.6
IEUR iShares Core MSCI Europe ETF 0.0 9 56 7.5 +13.5
VYMI Vanguard International High Dividend Yield ETF 0.0 22 43 11.1 +17.1
FLEE Franklin FTSE Europe ETF 0.0 9 56 7.9 +13.9
FLEH Franklin FTSE Europe Hedged ETF 0.0 9 56 7.9 +13.9
VGK Vanguard FTSE Europe ETF 0.0 8 57 7.6 +13.5
QEFA SPDR MSCI EAFE Quality Mix ETF 0.0 30 35 7.7 +13.7
SPEU SPDR Portfolio Europe ETF 0.0 9 56 7.4 +13.4
DTH WisdomTree International High Dividend Fund 0.0 58 7 11.5 +17.5
VCR Vanguard Consumer Discretionary Index Fund 0.0 10 55 5.2 +11.2

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

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RESULTS & ESTIMATES

  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 Social Media ETF
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

AVOID

Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity -10.2 %
Divided by: Fwd. P/BV 1.9 x
Less: Expense ratio 65 bp
Equals: ALTAR Score -6.0 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.37 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.