Global X Social Media ETF
ALTAR
Score™		 -6.1% info Recommen-
dation		 AVOID
2024E    2025E
P/E
ratio		 17.5x P/Sales
ratio		 2.6x
P/BV
ratio		 2.0x 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) $129
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 47
Wgt avg mkt cap (mns) $327,678
Large cap (>$10bn) 80.1%
Mid cap ($2-10bn) 11.3%
Small cap (<$2bn) 7.1%
Developed mkts 57.3%
Emerging mkts 42.7%

TOP TEN HOLDINGS
TENCENT HOLDINGS LTD 11.2 %
PINTEREST, INC. CLASS A 9.8 %
META PLATFORMS INC 8.8 %
NHN CORP 7.2 %
SNAP, INC. CLASS A 6.1 %
KUAISHOU TECHNOLOGY CLASS B 5.9 %
ALPHABET INC. CLASS A 5.0 %
MATCH GROUP, INC. 4.6 %
TENCENT MUSIC ENTERTAINMENT GROUP 4.5 %
NETEASE.COM INC-ADR 4.4 %
Total 67.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 42.0 %
CHINA 34.0 %
SOUTH KOREA 11.5 %
JAPAN 5.9 %
LUXEMBOURG 4.3 %
GERMANY 0.9 %
BRITAIN 0.4 %
ISRAEL 0.4 %
UAE 0.2 %
TAIWAN 0.1 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
2.7% 13.5% 5.4% 7.9% 9.7%

Market Correlations
versus... Beta R-squared
S&P500 0.94 35%
MSCI EAFE 1.20 54%
MSCI Emg. Mkts. 1.51 87%

Technical Indicators
Recent close $40.70
30d moving avg. $42.60
Annualized volatility 28.6%
Short interest (ETF) 0.1%
Relative strength (RSI) 53

Liquidity measures
Avg. volume (thou.) 6
Turnover 0.2%
Bid/Ask (% of price) 0.46%
ADV underlying (mns) $13,297

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 710 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™: -6.1%


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
(%)
FDCF Fidelity Disruptive Communications ETF 25.6 50 15 2.7 +8.8
FMET Fidelity Metaverse ETF 23.3 39 26 5.1 +11.2
FDNI First Trust Dow Jones International Internet ETF 21.0 65 0 3.0 +9.0
BNGE First Trust S-Network Streaming and Gaming ETF 20.8 70 -5 -2.1 +3.9
IXP iShares Global Comm Services ETF 19.7 42 23 5.4 +11.5
KWEB KraneShares CSI China Internet ETF 19.7 69 -4 -0.9 +5.2
FCOM Fidelity MSCI Communication Services Index ETF 18.0 8 57 5.2 +11.3
VOX Vanguard Communication Services ETF 18.0 10 55 5.1 +11.2
CGRO CoreValues Alpha Greater China Growth ETF 17.3 75 -10 0.0 +6.1
MRAD SmartETFs Advertising & Marketing Technology ETF 17.2 68 -3 5.7 +11.7
METV Roundhill Ball Metaverse ETF 17.1 59 6 3.4 +9.4
FDN First Trust Dow Jones Internet Index Fund 16.8 52 13 2.4 +8.4
FDND FT Vest Dow Jones Internet & Target Income ETF 16.8 75 -10 2.3 +8.3
CQQQ Invesco China Technology ETF 16.3 70 -5 -6.9 -0.9
OGIG ALPS O'Shares Global Internet Giants ETF 16.2 48 17 0.6 +6.7
ESPO VanEck Video Gaming and eSports ETF 15.9 56 9 4.2 +10.2
ISHP First Trust Nasdaq Retail ETF 15.7 60 5 3.2 +9.3
XLC Communication Services Select Sector SPDR Fund 15.2 9 56 6.9 +12.9
IVRS iShares Future Metaverse Tech and Communications ETF 15.1 47 18 -3.9 +2.2
PGJ Invesco Golden Dragon China ETF 15.0 70 -5 5.4 +11.5
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 14.7 86 -21 2.0 +8.1
KTEC KraneShares Hang Seng TECH Index ETF 14.5 69 -4 -4.1 +2.0
GGME Invesco Next Gen Media and Gaming ETF 14.4 60 5 3.9 +10.0
ARVR First Trust Indxx Metaverse ETF 13.7 70 -5 1.7 +7.8
IGPT Invesco AI and Next Gen Software ETF 13.7 60 5 4.3 +10.3
VERS ProShares Metaverse ETF 13.6 58 7 -16.0 -9.9
IWFH iShares Virtual Work and Life Multisector ETF 13.6 47 18 -4.2 +1.9
MCH Matthews China Active ETF 13.4 79 -14 6.4 +12.4
DRUP GraniteShares Nasdaq Select Disruptors ETF 13.4 60 5 4.0 +10.0
IGM iShares Expanded Tech Sector ETF 13.4 41 24 4.6 +10.7
CXSE WisdomTree China ex-State-Owned Enterprises Fund 13.3 32 33 6.8 +12.8
CHAT Roundhill Generative AI & Technology ETF 13.1 75 -10 4.1 +10.1
FBCG Fidelity Blue Chip Growth ETF 12.8 59 6 2.8 +8.9
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 12.6 60 5 0.5 +6.6
ODDS Pacer BlueStar Digital Entertainment ETF 12.6 60 5 2.3 +8.4
SNPG Xtrackers S&P 500 Growth ESG ETF 12.5 15 50 4.8 +10.9
FLCH Franklin FTSE China ETF 12.5 19 46 9.8 +15.9
MCHI iShares MSCI China ETF 12.5 59 6 9.1 +15.1
PNQI Invesco NASDAQ Internet ETF 12.4 60 5 2.6 +8.6
GXC SPDR S&P China ETF 12.3 59 6 9.1 +15.2
FPAG FPA Global Equity ETF 12.1 49 16 5.5 +11.5
MILN Global X Millennial Consumer ETF 12.0 50 15 3.1 +9.1
LRND IQ U.S. Large Cap R&D Leaders ETF 11.9 14 51 6.0 +12.1
OND ProShares On-Demand ETF 11.8 58 7 -2.2 +3.9
KPOP KPOP and Korean Entertainment ETF 11.4 75 -10 -9.1 -3.0
TIME Clockwise Core Equity & Innovation ETF 11.2 95 -30 1.4 +7.5
CGGR Capital Group Growth ETF 11.2 39 26 3.6 +9.7
JCHI JPMorgan Active China ETF 11.2 65 0 8.5 +14.5
AIA iShares Asia 50 ETF 11.1 50 15 6.7 +12.7
HERO Global X Video Games & Esports ETF 11.1 50 15 4.3 +10.3
WRND IQ Global Equity R&D Leaders ETF 11.1 18 47 7.1 +13.1
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 11.1 40 25 8.0 +14.1
AIQ Global X Artificial Intelligence & Technology ETF 11.0 68 -3 4.0 +10.1
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 11.0 86 -21 1.6 +7.7
FXI iShares China Large-Cap ETF 11.0 74 -9 9.7 +15.7
KALL KraneShares MSCI All China Index ETF 10.5 49 16 9.7 +15.7
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 10.4 75 -10 5.0 +11.1
QLTY GMO U.S. Quality ETF 10.1 50 15 4.4 +10.4
XDAT Franklin Exponential Data ETF 10.1 50 15 3.0 +9.1
DARP Grizzle Growth ETF 9.8 75 -10 3.9 +10.0
SFYF SoFi Social 50 ETF 9.7 29 36 -3.4 +2.7
HLAL Wahed FTSE USA Shariah ETF 9.6 50 15 4.9 +10.9
MVPS Amplify Thematic All-Stars ETF 9.6 49 16 3.1 +9.1
RUFF Alpha Dog ETF 9.3 94 -29 4.7 +10.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 9.2 75 -10 4.3 +10.4
GBUY Goldman Sachs Future Consumer Equity ETF 9.2 75 -10 3.7 +9.7
VOOG Vanguard S&P 500 Growth ETF 9.2 10 55 4.7 +10.8
VUG Vanguard Growth ETF 9.2 4 61 4.3 +10.4
XPND First Trust Expanded Technology ETF 9.2 65 0 4.2 +10.3
VSLU Applied Finance Valuation Large Cap ETF 9.2 49 16 5.7 +11.8
QGRW WisdomTree U.S. Quality Growth Fund 9.2 28 37 4.9 +11.0
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 9.0 20 45 6.9 +13.0
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 8.9 65 0 3.8 +9.8
IWY iShares Russell Top 200 Growth ETF 8.9 20 45 5.1 +11.1
DUSA Davis Select U.S. Equity ETF 8.8 61 4 7.2 +13.3
EPS WisdomTree U.S. LargeCap Fund 8.8 8 57 6.2 +12.3
VONG Vanguard Russell 1000 Growth ETF 8.7 8 57 5.0 +11.1
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 8.6 47 18 1.9 +8.0
FELG Fidelity Enhanced Large Cap Growth ETF 8.5 18 47 5.0 +11.0
BKF iShares MSCI BIC ETF 8.5 69 -4 7.3 +13.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 8.5 19 46 6.5 +12.6
TECB iShares U.S. Tech Breakthrough Multisector ETF 8.4 40 25 4.3 +10.4
MGK Vanguard Mega Cap Growth ETF 8.3 7 58 4.4 +10.4
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 8.1 15 50 7.3 +13.3
IVW iShares S&P 500 Growth ETF 8.1 18 47 4.6 +10.7
SPYG SPDR Portfolio S&P 500 Growth ETF 8.1 4 61 4.8 +10.8
IWF iShares Russell 1000 Growth ETF 8.1 19 46 4.9 +11.0
USMC Principal U.S. Mega-Cap ETF 8.0 12 53 5.0 +11.1
SPMO Invesco S&P 500 Momentum ETF 8.0 13 52 3.9 +10.0
BUZZ VanEck Social Sentiment ETF 7.9 75 -10 0.2 +6.3
DWLD Davis Select Worldwide ETF 7.9 63 2 7.0 +13.0
GSPY Gotham Enhanced 500 ETF 7.9 50 15 5.3 +11.4
SCHG Schwab U.S. Large-Cap Growth ETF 7.9 4 61 4.5 +10.6
PWB Invesco Large Cap Growth ETF 7.9 56 9 3.5 +9.5
BWEB Bitwise Web3 ETF 7.9 85 -20 0.9 +7.0
FFLC Fidelity Fundamental Large Cap Core ETF 7.8 38 27 5.1 +11.2
MINV Matthews Asia Innovators Active ETF 7.8 79 -14 1.0 +7.0
TCHI iShares MSCI China Multisector Tech ETF 7.8 59 6 2.2 +8.2
FMIL Fidelity New Millennium ETF 7.7 59 6 4.6 +10.7
ONEQ Fidelity Nasdaq Composite Index ETF 7.7 21 44 4.0 +10.1
NBCC Neuberger Berman Next Generation Connected Consumer ETF 7.7 56 9 1.3 +7.4
XLG Invesco S&P 500 Top 50 ETF 7.6 20 45 4.7 +10.7
ANEW ProShares MSCI Transformational Changes ETF 7.6 45 20 3.6 +9.7
IUSG iShares Core S&P U.S. Growth ETF 7.5 4 61 4.8 +10.8
CGUS Capital Group Core Equity ETF 7.5 33 32 4.6 +10.7
ARKF ARK Fintech Innovation ETF 7.4 75 -10 -0.3 +5.8
DFNV Donoghue Forlines Innovation ETF 7.3 69 -4 4.9 +10.9
GGRW Gabelli Growth Innovators ETF 7.3 90 -25 2.7 +8.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 7.2 29 36 9.9 +15.9
WFH Direxion Work From Home ETF 7.1 45 20 6.5 +12.6
SHE SPDR MSCI USA Gender Diversity ETF 7.1 20 45 5.0 +11.1
QQQ Invesco QQQ Trust Series I 7.1 20 45 4.7 +10.8
QQQM Invesco NASDAQ 100 ETF 7.1 15 50 4.8 +10.8
NACP Impact Shares NAACP Minority Empowerment ETF 7.1 49 16 5.2 +11.2
FDTX Fidelity Disruptive Technology ETF 7.1 50 15 3.0 +9.0
SPXT ProShares S&P 500 Ex-Technology ETF 7.0 9 56 5.6 +11.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 7.0 45 20 4.7 +10.8
FVAL Fidelity Value Factor ETF 6.9 15 50 7.3 +13.4
ECON Columbia Emerging Markets Consumer ETF 6.9 49 16 5.1 +11.1
GINN Goldman Sachs Innovate Equity ETF 6.8 52 13 2.7 +8.8
HAPI Harbor Human Capital Factor US Large Cap ETF 6.8 36 29 4.8 +10.9
ARKW ARK Next Generation Internet ETF 6.7 87 -22 -0.9 +5.2
MMTM SPDR S&P 1500 Momentum Tilt ETF 6.7 12 53 4.8 +10.9
LCLG Logan Capital Broad Innovative Growth ETF 6.7 99 -34 4.8 +10.9
RVRB Reverb ETF 6.7 30 35 5.0 +11.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 6.7 30 35 4.8 +10.9
FQAL Fidelity Quality Factor ETF 6.6 15 50 5.9 +12.0
EMC Global X Emerging Markets Great Consumer ETF 6.6 75 -10 4.8 +10.9
FLRG Fidelity U.S. Multifactor ETF 6.6 15 50 7.7 +13.7
FDMO Fidelity Momentum Factor ETF 6.6 15 50 4.3 +10.3
OEF iShares S&P 100 ETF 6.5 20 45 5.0 +11.1
XNTK SPDR NYSE Technology ETF 6.5 35 30 4.1 +10.1
IYW iShares U.S. Technology ETF 6.5 40 25 4.7 +10.7
CACG ClearBridge All Cap Growth ESG ETF 6.5 54 11 3.6 +9.7
SAMT Strategas Macro Thematic Opportunities ETF 6.3 65 0 4.7 +10.8
KOCG FIS Knights of Columbus Global Belief ETF 6.3 75 -10 5.4 +11.5
AOTG AOT Growth and Innovation ETF 6.3 75 -10 3.5 +9.5
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 6.2 15 50 7.4 +13.5
EGUS iShares ESG Aware MSCI USA Growth ETF 6.2 18 47 4.6 +10.6
STXG Strive 1000 Growth ETF 6.2 18 47 4.3 +10.4
DEHP Dimensional Emerging Markets High Profitability ETF 6.1 41 24 6.6 +12.6
JCTR JPMorgan Carbon Transition U.S. Equity ETF 6.0 15 50 5.0 +11.0
USCA Xtrackers MSCI USA Climate Action Equity ETF 6.0 7 58 5.2 +11.3
WISE Themes Generative Artificial Intelligence ETF 5.9 35 30 2.3 +8.3
JGRO JPMorgan Active Growth ETF 5.9 44 21 3.6 +9.7
IUS Invesco RAFI Strategic US ETF 5.9 19 46 7.2 +13.3
DEMZ Democratic Large Cap Core ETF 5.9 45 20 4.3 +10.3
SXQG ETC 6 Meridian Quality Growth ETF 5.9 100 -35 4.2 +10.2
LRGE ClearBridge Large Cap Growth ESG ETF 5.9 59 6 3.7 +9.8
EEMA iShares MSCI Emerging Markets Asia ETF 5.9 49 16 6.6 +12.7
LCF Touchstone US Large Cap Focused ETF 5.9 69 -4 4.4 +10.4
CGDV Capital Group Dividend Value ETF 5.9 33 32 5.7 +11.8
QGRO American Century U.S. Quality Growth ETF 5.8 29 36 4.8 +10.9
MGC Vanguard Mega Cap ETF 5.8 7 58 5.1 +11.2
PTF Invesco Dorsey Wright Technology Momentum ETF 5.8 60 5 0.7 +6.8
USCL iShares Climate Conscious & Transition MSCI USA ETF 5.8 8 57 5.2 +11.3
CAML Congress Large Cap Growth ETF 5.8 66 -1 3.3 +9.4
FELC Fidelity Enhanced Large Cap Core ETF 5.7 18 47 5.6 +11.7
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 5.7 33 32 7.1 +13.2
LDEM iShares ESG MSCI EM Leaders ETF 5.7 17 48 7.5 +13.6
QUAL iShares MSCI USA Quality Factor ETF 5.6 15 50 5.3 +11.3
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 5.6 32 33 6.3 +12.3
HDUS Hartford Disciplined US Equity ETF 5.6 19 46 6.2 +12.2
ITAN Sparkline Intangible Value ETF 5.6 50 15 6.6 +12.6
MEM Matthews Emerging Markets Equity Active ETF 5.6 79 -14 5.8 +11.8
JVAL JPMorgan U.S. Value Factor ETF 5.6 12 53 8.2 +14.3
JMOM JPMorgan U.S. Momentum Factor ETF 5.5 12 53 4.9 +10.9
JQUA JPMorgan U.S. Quality Factor ETF 5.5 12 53 6.0 +12.1
SPXN ProShares S&P 500 Ex-Financials ETF 5.4 9 56 5.3 +11.3
WTAI WisdomTree Artificial Intelligence and Innovation Fund 5.4 45 20 3.2 +9.3
FPXI First Trust International Equity Opportunities ETF 5.4 70 -5 4.0 +10.1
AAXJ iShares MSCI All Country Asia ex Japan ETF 5.4 70 -5 6.3 +12.3
IWL iShares Russell Top 200 ETF 5.4 15 50 5.0 +11.1
SPXV ProShares S&P 500 Ex-Health Care ETF 5.4 9 56 5.0 +11.1
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 5.3 79 -14 5.9 +11.9
RFFC ALPS Active Equity Opportunity ETF 5.3 48 17 4.4 +10.4
CRTC Xtrackers US National Critical Technologies ETF 5.3 35 30 5.4 +11.4
QLC FlexShares US Quality Large Cap Index Fund 5.3 25 40 5.6 +11.6
ESGV Vanguard ESG U.S. Stock ETF 5.3 9 56 5.1 +11.2
WOMN Impact Shares YWCA Women's Empowerment ETF 5.2 75 -10 4.9 +10.9
RECS Columbia Research Enhanced Core ETF 5.2 15 50 5.6 +11.7
CARZ First Trust NASDAQ Global Auto Index Fund 5.2 70 -5 2.9 +9.0
FXL First Trust Technology AlphaDEX Fund 5.1 61 4 5.2 +11.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 5.1 10 55 5.5 +11.5
FFND Future Fund Active ETF 5.0 100 -35 -0.2 +5.9
HART IQ Healthy Hearts ETF 5.0 45 20 5.2 +11.3
NULG Nuveen ESG Large-Cap Growth ETF 5.0 26 39 4.7 +10.7
SYNB Putnam BioRevolution ETF 5.0 70 -5 2.9 +8.9
VNSE Natixis Vaughan Nelson Select ETF 5.0 80 -15 3.3 +9.3
ZECP Zacks Earnings Consistent Portfolio ETF 5.0 55 10 4.7 +10.8
CLOD Themes Cloud Computing ETF 5.0 35 30 3.7 +9.8
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 5.0 15 50 6.0 +12.0
BKLC BNY Mellon US Large Cap Core Equity ETF 5.0 0 65 5.3 +11.4
DFSU Dimensional US Sustainability Core 1 ETF 5.0 18 47 5.6 +11.7
XVV iShares ESG Screened S&P 500 ETF 5.0 8 57 5.1 +11.2
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 5.0 30 35 7.4 +13.4
ILCG iShares Morningstar Growth ETF 4.9 4 61 4.1 +10.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 4.9 7 58 5.2 +11.2
VV Vanguard Large-Cap ETF 4.9 4 61 5.3 +11.3
VOO Vanguard S&P 500 ETF 4.9 3 62 5.4 +11.4
SPXE ProShares S&P 500 Ex-Energy ETF 4.9 9 56 5.1 +11.2
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 4.9 68 -3 4.2 +10.3
IOO iShares Global 100 ETF 4.9 41 24 4.9 +10.9
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 4.8 66 -1 6.8 +12.8
TMFE Motley Fool Capital Efficiency 100 Index ETF 4.8 50 15 4.4 +10.5
HLGE Hartford Longevity Economy ETF 4.8 44 21 6.1 +12.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 4.8 9 56 5.7 +11.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 4.8 32 33 5.0 +11.1
FDG American Century Focused Dynamic Growth ETF 4.8 45 20 2.7 +8.8
RAYD Rayliant Quantitative Developed Market Equity ETF 4.8 80 -15 4.5 +10.6
FSST Fidelity Sustainable U.S. Equity ETF 4.8 59 6 2.8 +8.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 4.8 14 51 5.2 +11.3
SKYY First Trust Cloud Computing ETF 4.8 60 5 3.6 +9.6
VOTE TCW Transform 500 ETF 4.7 5 60 5.2 +11.2
FDLO Fidelity Low Volatility Factor ETF 4.7 15 50 5.4 +11.4
DRIV Global X Autonomous & Electric Vehicles ETF 4.7 68 -3 5.7 +11.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 4.7 2 63 5.2 +11.3
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 4.7 20 45 5.0 +11.1
QDF FlexShares Quality Dividend Index Fund 4.7 37 28 4.5 +10.5
VONE Vanguard Russell 1000 ETF 4.7 8 57 5.3 +11.3
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 4.7 40 25 6.7 +12.8
BTEK Future Tech ETF 4.7 88 -23 2.3 +8.3
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 4.6 36 29 7.1 +13.2
MOON Direxion Moonshot Innovators ETF 4.6 65 0 0.0 +6.1
STRV Strive 500 ETF 4.6 5 60 5.2 +11.3
KRMA Global X Conscious Companies ETF 4.6 43 22 5.9 +11.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.6 15 50 4.9 +11.0
EEM iShares MSCI Emerging Markets ETF 4.6 69 -4 6.9 +12.9
BUL Pacer US Cash Cows Growth ETF 4.6 60 5 7.9 +14.0
GMF SPDR S&P Emerging Asia Pacific ETF 4.5 49 16 6.2 +12.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 4.5 11 54 5.2 +11.2
CATH Global X S&P 500 Catholic Values Custom ETF 4.5 29 36 5.1 +11.2
IVV iShares Core S&P 500 ETF 4.5 3 62 5.3 +11.3
SPY SPDR S&P 500 ETF Trust 4.5 9 56 5.2 +11.3
SPLG SPDR Portfolio S&P 500 ETF 4.5 2 63 5.3 +11.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 4.5 60 5 4.2 +10.3
BKWO BNY Mellon Women's Opportunities ETF 4.5 50 15 4.1 +10.1
FDEM Fidelity Emerging Markets Multifactor ETF 4.5 25 40 11.4 +17.4
FLQL Franklin LibertyQ U.S. Equity ETF 4.5 15 50 5.9 +11.9
APUE ActivePassive U.S. Equity ETF 4.4 45 20 4.9 +11.0
PBUS Invesco MSCI USA ETF 4.4 4 61 5.2 +11.3
AVLV Avantis U.S. Large Cap Value ETF 4.4 15 50 7.5 +13.5
VTHR Vanguard Russell 3000 ETF 4.4 10 55 5.1 +11.2
TMFC Motley Fool 100 Index ETF 4.4 50 15 3.9 +9.9
ILCB iShares Morningstar U.S. Equity ETF 4.4 3 62 5.2 +11.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4.4 29 36 6.1 +12.2
IETC iShares U.S. Tech Independence Focused ETF 4.4 18 47 4.7 +10.7
CGGO Capital Group Global Growth Equity ETF 4.4 47 18 4.8 +10.8
ESGE iShares ESG Aware MSCI EM ETF 4.4 25 40 7.4 +13.5
MBCC Monarch Blue Chips Core ETF 4.4 125 -60 3.6 +9.6
VTI Vanguard Total Stock Market ETF 4.4 3 62 5.1 +11.2
SCHX Schwab U.S. Large-Cap ETF 4.3 3 62 5.3 +11.3
MTUM iShares MSCI USA Momentum Factor ETF 4.3 15 50 4.0 +10.1
SCHE Schwab Emerging Markets Equity ETF 4.3 11 54 7.3 +13.4
BKEM BNY Mellon Emerging Markets Equity ETF 4.3 11 54 7.5 +13.5
IWB iShares Russell 1000 ETF 4.3 15 50 5.1 +11.2
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 4.3 45 20 7.9 +14.0
FLAX Franklin FTSE Asia Ex Japan ETF 4.2 19 46 7.0 +13.0
SCHK Schwab 1000 Index ETF 4.2 5 60 5.3 +11.3
IYY iShares Dow Jones U.S. ETF 4.2 20 45 5.0 +11.1
QDEF FlexShares Quality Dividend Defensive Index Fund 4.2 37 28 4.3 +10.4
JHEM John Hancock Multifactor Emerging Markets ETF 4.2 49 16 8.1 +14.1
JIG JPMorgan International Growth ETF 4.2 55 10 4.3 +10.3
DFUS Dimensional U.S. Equity ETF 4.2 9 56 5.1 +11.2
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 4.2 3 62 5.4 +11.4
SIXA ETC 6 Meridian Mega Cap Equity ETF 4.2 80 -15 6.0 +12.0
GVIP Goldman Sachs Hedge Industry VIP ETF 4.1 45 20 5.3 +11.3
NERD Roundhill Video Games ETF 4.1 50 15 7.0 +13.0
FTGS First Trust Growth Strength ETF 4.1 60 5 5.8 +11.9
XITK SPDR FactSet Innovative Technology ETF 4.1 45 20 2.7 +8.8
IWV iShares Russell 3000 ETF 4.1 20 45 5.0 +11.0
DSI iShares MSCI KLD 400 Social ETF 4.1 25 40 5.3 +11.3
SUSL iShares ESG MSCI USA Leaders ETF 4.1 10 55 5.3 +11.4
HKND Humankind US Stock ETF 4.1 11 54 7.1 +13.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 4.1 10 55 5.3 +11.4
SCHB Schwab U.S. Broad Market ETF 4.1 3 62 5.2 +11.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 4.1 3 62 5.1 +11.2
AFLG First Trust Active Factor Large Cap ETF 4.1 55 10 6.2 +12.3
SFY SoFi Select 500 ETF 4.0 0 65 4.8 +10.8
IEMG iShares Core MSCI Emerging Markets ETF 4.0 9 56 7.5 +13.5
JHML John Hancock Multifactor Large Cap ETF 4.0 29 36 5.6 +11.6
AVUS Avantis U.S. Equity ETF 3.9 15 50 5.9 +12.0
WTV WisdomTree US Value Fund of Benef Interest 3.9 12 53 9.3 +15.4
DFAE Dimensional Emerging Core Equity Market ETF 3.9 35 30 7.4 +13.4
ILCV iShares Morningstar Value ETF 3.9 4 61 6.4 +12.5
AVEM Avantis Emerging Markets Equity ETF 3.9 33 32 8.8 +14.9
DFAU Dimensional US Core Equity Market ETF 3.9 12 53 5.3 +11.4
ESGG FlexShares STOXX Global ESG Select Index Fund 3.9 42 23 5.2 +11.3
NBDS Neuberger Berman Disrupters ETF 3.9 55 10 1.5 +7.6
SQEW LeaderShares Equity Skew ETF 3.8 81 -16 4.0 +10.0
NULC Nuveen ESG Large-Cap ETF 3.8 21 44 5.7 +11.8
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 3.8 18 47 7.0 +13.1
GDEF Goldman Sachs Defensive Equity ETF 3.8 55 10 4.8 +10.9
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 3.8 57 8 4.2 +10.2
TRFM AAM Transformers ETF 3.7 49 16 1.5 +7.6
JGLO JPMorgan Global Select Equity ETF 3.7 33 32 4.5 +10.6
EMGF iShares Emerging Markets Equity Factor ETF 3.7 25 40 8.7 +14.8
BUYZ Franklin Disruptive Commerce ETF 3.7 50 15 2.2 +8.2
AIEQ AI Powered Equity ETF 3.7 75 -10 3.4 +9.4
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF 3.7 60 5 9.7 +15.8
ARKK ARK Innovation ETF 3.7 75 -10 -4.3 +1.8
EBIZ Global X E-Commerce ETF 3.6 50 15 1.2 +7.3
NTZG Nuveen Global Net Zero Transition ETF 3.6 56 9 4.8 +10.8
NZUS SPDR MSCI USA Climate Paris Aligned ETF 3.6 10 55 4.7 +10.7
SPEM SPDR Portfolio Emerging Markets ETF 3.6 7 58 7.4 +13.4
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 3.6 95 -30 10.6 +16.7
QQMG Invesco ESG NASDAQ 100 ETF 3.6 20 45 4.8 +10.9
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 3.5 49 16 5.1 +11.2
CLNR IQ Cleaner Transport ETF 3.5 45 20 6.3 +12.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 3.5 20 45 5.3 +11.4
KOKU Xtrackers MSCI Kokusai Equity ETF 3.5 9 56 5.4 +11.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 3.5 10 55 4.6 +10.7
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 3.5 41 24 7.5 +13.6
ESGU iShares ESG Aware MSCI USA ETF 3.5 15 50 5.3 +11.3
FPXE First Trust IPOX Europe Equity Opportunities ETF 3.5 70 -5 3.8 +9.9
FLKR Franklin FTSE South Korea ETF 3.4 9 56 9.3 +15.3
QUS SPDR MSCI USA StrategicFactors ETF 3.4 15 50 5.9 +12.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 3.4 9 56 4.9 +11.0
TOK iShares MSCI Kokusai ETF 3.4 26 39 5.2 +11.3
ACWI iShares MSCI ACWI ETF 3.4 32 33 5.5 +11.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 3.3 25 40 5.6 +11.6
INNO Harbor Disruptive Innovation ETF 3.3 75 -10 -1.5 +4.5
PXH Invesco FTSE RAFI Emerging Markets ETF 3.3 49 16 12.7 +18.8
GURU Global X Guru Index ETF 3.3 75 -10 1.8 +7.8
BTHM BlackRock Future U.S. Themes ETF 3.3 60 5 4.3 +10.3
RAFE PIMCO RAFI ESG U.S. ETF 3.2 29 36 7.2 +13.3
URTH iShares MSCI World ETF 3.2 24 41 5.4 +11.4
TTAC FCF US Quality ETF 3.2 59 6 6.3 +12.4
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 3.1 106 -41 4.0 +10.0
EQUL IQ Engender Equality ETF 3.1 45 20 6.8 +12.8
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 3.1 29 36 6.0 +12.1
JEPI JPMorgan Equity Premium Income ETF 3.1 35 30 5.4 +11.4
FNDX Schwab Fundamental US Large Co. Index ETF 3.1 25 40 7.1 +13.1
SNPE Xtrackers S&P 500 ESG ETF 3.1 10 55 5.3 +11.3
DFEM Dimensional Emerging Markets Core Equity 2 ETF 3.1 38 27 8.1 +14.1
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 3.1 42 23 7.4 +13.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.1 12 53 4.8 +10.9
VT Vanguard Total World Stock ETF 3.0 7 58 5.8 +11.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 3.0 9 56 5.7 +11.7
KONG Formidable Fortress ETF 3.0 89 -24 5.8 +11.9
EWY iShares MSCI South Korea ETF 3.0 58 7 8.4 +14.5
RPG Invesco S&P 500 Pure Growth ETF 3.0 35 30 3.6 +9.6
QWLD SPDR MSCI World StrategicFactors ETF 3.0 30 35 5.9 +11.9
WLDR Affinity World Leaders Equity ETF 3.0 67 -2 8.4 +14.5
FNDB Schwab Fundamental US Broad Market Index ETF 2.9 25 40 7.0 +13.0
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.9 61 4 2.7 +8.8
DFAC Dimensional U.S. Core Equity 2 ETF 2.9 17 48 5.6 +11.6
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 2.9 15 50 9.9 +15.9
WUGI AXS Esoterica NextG Economy ETF 2.9 75 -10 2.8 +8.9
FUNL CornerCap Fundametrics Large-Cap ETF 2.9 50 15 7.0 +13.1
QTUM Defiance Quantum ETF 2.8 40 25 4.4 +10.4
DGRW WisdomTree US Quality Dividend Growth Fund 2.8 28 37 6.1 +12.2
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.8 75 -10 3.1 +9.1
VFMO Vanguard U.S. Momentum Factor ETF 2.7 13 52 2.3 +8.4
IQDE FlexShares International Quality Dividend Defensive Index ET 2.7 47 18 8.2 +14.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 2.7 35 30 6.3 +12.4
OALC OneAscent Large Cap Core ETF 2.7 86 -21 4.6 +10.6
MOTE VanEck Morningstar ESG Moat ETF 2.7 49 16 5.3 +11.4
AADR AdvisorShares Dorsey Wright ADR ETF 2.7 110 -45 5.9 +12.0
NUMG Nuveen ESG Mid-Cap Growth ETF 2.7 31 34 3.9 +10.0
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 2.6 56 9 6.2 +12.3
FCPI Fidelity Stocks for Inflation ETF 2.6 15 50 8.6 +14.6
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 2.6 39 26 12.3 +18.4
KOMP SPDR S&P Kensho New Economies Composite ETF 2.5 20 45 1.1 +7.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.5 20 45 5.1 +11.1
ADIV SmartETFs Asia Pacific Dividend Builder ETF 2.5 78 -13 9.3 +15.4
LVOL American Century Low Volatility ETF 2.4 29 36 5.0 +11.1
VLU SPDR S&P 1500 Value Tilt ETF 2.4 12 53 7.1 +13.2
MOTI VanEck Morningstar International Moat ETF 2.3 58 7 6.2 +12.3
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.3 15 50 4.7 +10.7
MOTG VanEck Morningstar Global Wide Moat ETF 2.3 52 13 5.7 +11.7
ACSI American Customer Satisfaction ETF 2.3 65 0 4.5 +10.5
QVML Invesco S&P 500 QVM Multi-factor ETF 2.3 11 54 5.0 +11.1
TMFX Motley Fool Next Index ETF 2.3 50 15 3.0 +9.1
VEGN US Vegan Climate ETF 2.3 60 5 4.8 +10.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.3 65 0 1.3 +7.3
VWO Vanguard FTSE Emerging Markets ETF 2.3 8 57 7.2 +13.2
ADME Aptus Drawdown Managed Equity ETF 2.2 79 -14 4.3 +10.3
DINT Davis Select International ETF 2.2 55 10 6.2 +12.3
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.2 65 0 8.3 +14.4
QLV FlexShares US Quality Low Volatility Index Fund 2.2 22 43 4.0 +10.1
ROUS Hartford Multifactor US Equity ETF 2.2 19 46 6.9 +13.0
SUSA iShares MSCI USA ESG Select ETF 2.2 25 40 5.3 +11.3
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 2.2 59 6 9.2 +15.3
DLN WisdomTree U.S. LargeCap Dividend Fund 2.1 28 37 6.1 +12.1
SAGP Strategas Global Policy Opportunities ETF 2.1 65 0 5.3 +11.3
CLOU Global X Cloud Computing ETF 2.1 68 -3 2.1 +8.2
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.1 52 13 5.6 +11.7
PRF Invesco FTSE RAFI US 1000 ETF 2.0 39 26 7.1 +13.2
LRGF iShares U.S. Equity Factor ETF 2.0 8 57 5.9 +12.0
FTC First Trust Large Cap Growth AlphaDEX Fund 2.0 59 6 2.9 +8.9
ECOW Pacer Emerging Markets Cash Cows 100 ETF 2.0 70 -5 9.3 +15.4
DGT SPDR Global Dow ETF 1.9 50 15 6.6 +12.7
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.9 75 -10 3.6 +9.7
PEXL Pacer US Export Leaders ETF 1.9 60 5 5.3 +11.4
EMFQ Amplify Emerging Markets FinTech ETF 1.9 69 -4 5.7 +11.7
NUEM Nuveen ESG Emerging Markets Equity ETF 1.9 36 29 6.7 +12.8
VFMF Vanguard U.S. Multifactor ETF 1.9 18 47 8.5 +14.6
ROE Astoria US Quality Kings ETF 1.9 49 16 7.8 +13.8
DTD WisdomTree U.S. Total Dividend Fund 1.9 28 37 6.3 +12.4
SATO Invesco Alerian Galaxy Crypto Economy ETF 1.9 61 4 -1.0 +5.0
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.8 39 26 3.9 +9.9
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.8 40 25 7.5 +13.6
VFMV Vanguard U.S. Minimum Volatility ETF 1.8 13 52 5.1 +11.2
DSTX Distillate International Fundamental Stability & Value ETF 1.7 55 10 8.6 +14.7
RWL Invesco S&P 500 Revenue ETF 1.7 39 26 6.8 +12.8
JOET Virtus Terranova US Quality Momentum ETF 1.7 29 36 5.2 +11.3
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.7 20 45 5.6 +11.6
INCE Franklin Income Equity Focus ETF 1.7 29 36 5.7 +11.8
MOAT VanEck Morningstar Wide Moat ETF 1.6 46 19 6.1 +12.1
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.6 35 30 5.1 +11.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.6 25 40 5.7 +11.8
SIMS SPDR S&P Kensho Intelligent Structures ETF 1.6 45 20 -6.9 -0.8
PSET Principal Quality ETF 1.5 15 50 5.5 +11.5
FXD First Trust Consumer Discretionary AlphaDEX Fund 1.5 61 4 4.9 +11.0
PDP Invesco Dorsey Wright Momentum ETF 1.5 62 3 3.6 +9.7
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 1.5 58 7 5.0 +11.0
TTAI FCF International Quality ETF 1.4 59 6 6.6 +12.7
EQWL Invesco S&P 100 Equal Weight ETF 1.4 25 40 6.7 +12.7
VALQ American Century U.S. Quality Value ETF 1.4 29 36 7.5 +13.6
VUSE Vident U.S. Equity Strategy ETF 1.4 50 15 3.5 +9.5
HAPY Harbor Human Capital Factor Unconstrained ETF 1.4 50 15 4.7 +10.8
WCLD WisdomTree Cloud Computing Fund 1.4 45 20 1.7 +7.7
SCAP InfraCap Small Cap Income ETF 1.4 135 -70 8.0 +14.0
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 1.4 41 24 6.7 +12.7
ECNS iShares MSCI China Small-Cap ETF 1.4 59 6 14.5 +20.6
CWI SPDR MSCI ACWI ex-US ETF 1.4 30 35 6.7 +12.8
ACWX iShares MSCI ACWI ex U.S. ETF 1.4 34 31 6.8 +12.8
ULVM VictoryShares US Value Momentum ETF 1.4 20 45 7.5 +13.5
QQQN VictoryShares Nasdaq Next 50 ETF 1.4 18 47 4.4 +10.4
XSW SPDR S&P Software & Services ETF 1.3 35 30 2.3 +8.3
CGXU Capital Group International Focus Equity ETF 1.3 54 11 5.1 +11.1
CVAR Cultivar ETF 1.3 87 -22 7.2 +13.2
IBUY Amplify Online Retail ETF 1.3 65 0 1.5 +7.6
AVES Avantis Emerging Markets Value ETF 1.2 36 29 10.9 +17.0
KRUZ Unusual Whales Subversive Republican Trading ETF 1.2 75 -10 5.7 +11.7
PSP Invesco Global Listed Private Equity ETF 1.2 106 -41 8.0 +14.0
GLOF iShares Global Equity Factor ETF 1.2 20 45 7.2 +13.3
IXUS iShares Core MSCI Total International Stock ETF 1.2 7 58 7.0 +13.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.2 75 -10 7.4 +13.4
BOUT Innovator IBD Breakout Opportunities ETF 1.2 81 -16 2.9 +9.0
SSPY Syntax Stratified LargeCap ETF 1.2 30 35 6.6 +12.6
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.2 65 0 5.4 +11.5
KLDW Knowledge Leaders Developed World ETF 1.2 75 -10 4.8 +10.8
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 1.2 50 15 10.9 +17.0
VOT Vanguard Mid-Cap Growth ETF 1.2 7 58 4.2 +10.3
SHRY First Trust Bloomberg Shareholder Yield ETF 1.1 60 5 7.0 +13.0
VEU Vanguard FTSE All-World ex-US Index Fund 1.1 8 57 7.0 +13.0
FDEV Fidelity International Multifactor ETF 1.1 18 47 7.4 +13.5
CALF Pacer US Small Cap Cash Cows 100 ETF 1.1 59 6 11.7 +17.8
HAIL SPDR S&P Kensho Smart Mobility ETF 1.1 45 20 -2.8 +3.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.1 64 1 2.2 +8.2
SPHB Invesco S&P 500 High Beta ETF 1.1 25 40 4.0 +10.0
FFTY Innovator IBD 50 ETF 1.0 80 -15 1.3 +7.4
VFQY Vanguard U.S. Quality Factor ETF 1.0 13 52 7.4 +13.5
VXUS Vanguard Total International Stock ETF 1.0 7 58 6.9 +13.0
IDMO Invesco S&P International Developed Momentum ETF 1.0 25 40 7.6 +13.6
IWP iShares Russell Mid-Cap Growth ETF 1.0 23 42 4.0 +10.1
FEX First Trust Large Cap Core AlphaDEX Fund 0.9 59 6 6.0 +12.0
IEDI iShares U.S. Consumer Focused ETF 0.9 18 47 5.2 +11.2
SPGP Invesco S&P 500 GARP ETF 0.9 34 31 8.2 +14.3
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.9 25 40 11.3 +17.4
COWZ Pacer US Cash Cows 100 ETF 0.9 49 16 11.3 +17.4
AESR Anfield U.S. Equity Sector Rotation ETF 0.9 108 -43 4.4 +10.4
FEUZ First Trust Eurozone AlphaDEX ETF 0.9 80 -15 4.3 +10.4
FGM First Trust Germany AlphaDEX Fund 0.9 80 -15 9.7 +15.7
SCHM Schwab U.S. Mid-Cap ETF 0.9 4 61 6.3 +12.3
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.9 47 18 9.1 +15.2
CBSE Clough Select Equity ETF 0.9 85 -20 -1.5 +4.6
LOUP Innovator Deepwater Frontier Tech ETF 0.9 70 -5 1.9 +8.0
JFWD Jacob Forward ETF 0.9 75 -10 0.0 +6.1
YLDE ClearBridge Dividend Strategy ESG ETF 0.8 60 5 5.3 +11.4
FRDM Freedom 100 Emerging Markets ETF 0.8 49 16 6.7 +12.7
XSHQ Invesco S&P SmallCap Quality ETF 0.8 29 36 8.4 +14.4
FNDA Schwab Fundamental US Small Co. Index ETF 0.8 25 40 6.2 +12.3
XCEM Columbia EM Core ex-China ETF 0.8 16 49 7.2 +13.3
ISCG iShares Morningstar Small-Cap Growth ETF 0.8 6 59 2.4 +8.5
IYC iShares U.S. Consumer Discretionary ETF 0.8 40 25 3.9 +9.9
ACTV LeaderShares Activist Leaders ETF 0.8 75 -10 6.6 +12.7
BFOR ALPS Barron's 400 ETF 0.8 65 0 6.4 +12.4
FPX First Trust US Equity Opportunities ETF 0.8 61 4 1.7 +7.8
EUSA iShares MSCI USA Equal Weighted ETF 0.8 9 56 6.0 +12.1
IQDF FlexShares International Quality Dividend Index Fund 0.8 47 18 8.9 +15.0
SIZE iShares MSCI USA Size Factor ETF 0.8 15 50 6.0 +12.0
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.7 30 35 7.9 +13.9
VXF Vanguard Extended Market ETF 0.7 6 59 4.0 +10.0
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.7 38 27 6.7 +12.8
XSMO Invesco S&P SmallCap Momentum ETF 0.7 39 26 7.2 +13.2
SMOT VanEck Morningstar SMID Moat ETF 0.7 49 16 6.3 +12.3
IGV iShares Expanded Tech-Software Sector ETF 0.7 41 24 3.3 +9.4
EMXF iShares ESG Advanced MSCI EM ETF 0.7 16 49 7.0 +13.1
VBK Vanguard Small-Cap Growth ETF 0.7 7 58 1.4 +7.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.7 18 47 7.4 +13.5
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.7 30 35 7.9 +13.9
XT iShares Exponential Technologies ETF 0.7 46 19 4.7 +10.8
XJR iShares ESG Screened S&P Small-Cap ETF 0.7 12 53 7.1 +13.2
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.7 24 41 6.6 +12.6
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.7 15 50 7.6 +13.7
IJT iShares S&P Small-Cap 600 Growth ETF 0.6 18 47 6.3 +12.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.6 15 50 6.4 +12.5
SPMV Invesco S&P 500 Minimum Variance ETF 0.6 10 55 5.6 +11.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.6 9 56 6.1 +12.1
SLYG SPDR S&P 600 Small Cap Growth ETF 0.6 15 50 6.3 +12.3
SSLY Syntax Stratified SmallCap ETF 0.6 40 25 7.0 +13.0
VIOO Vanguard S&P Small-Cap 600 ETF 0.6 10 55 7.4 +13.5
IJR iShares Core S&P Small Cap ETF 0.6 6 59 7.4 +13.4
FNK First Trust Mid Cap Value AlphaDEX Fund 0.6 70 -5 10.4 +16.5
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 0.6 12 53 5.6 +11.6
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.6 25 40 7.5 +13.5
NANC Unusual Whales Subversive Democratic Trading ETF 0.6 75 -10 3.9 +10.0
IMCG iShares Morningstar Mid-Cap Growth ETF 0.6 6 59 4.4 +10.5
JAVA JPMorgan Active Value ETF 0.6 44 21 6.1 +12.2
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.6 3 62 7.4 +13.5
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 0.6 35 30 5.0 +11.1
PSCT Invesco S&P SmallCap Information Technology ETF 0.6 29 36 5.3 +11.3
FMDE Fidelity Enhanced Mid Cap ETF 0.6 23 42 6.3 +12.4
XC WisdomTree Emerging Markets Ex-China Fund 0.5 32 33 5.8 +11.9
EMDM First Trust Bloomberg Emerging Market Democracies ETF 0.5 75 -10 7.4 +13.5
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.5 15 50 8.5 +14.5
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 0.5 85 -20 -1.0 +5.1
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.5 35 30 6.4 +12.5
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 0.5 15 50 6.7 +12.7
IJS iShares S&P Small-Cap 600 Value ETF 0.5 18 47 8.4 +14.4
STXK Strive Small-Cap ETF 0.5 18 47 5.0 +11.0
ISCB iShares Morningstar Small-Cap ETF 0.5 4 61 5.1 +11.1
VO Vanguard Mid-Cap ETF 0.5 4 61 5.9 +12.0
STXE Strive Emerging Markets Ex-China ETF 0.5 32 33 6.8 +12.9
SLYV SPDR S&P 600 Small Cap Value ETF 0.5 15 50 8.4 +14.4
ONEO SPDR Russell 1000 Momentum Focus ETF 0.5 20 45 7.2 +13.3
ACVF American Conservative Values ETF 0.5 75 -10 4.4 +10.5
SMLF iShares U.S. SmallCap Equity Factor ETF 0.5 15 50 5.4 +11.4
RSP Invesco S&P 500 Equal Weight ETF 0.5 20 45 6.2 +12.3
FEP First Trust Europe AlphaDEX Fund 0.5 80 -15 5.5 +11.6
VPL Vanguard FTSE Pacific ETF 0.5 8 57 6.9 +13.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.5 39 26 8.9 +14.9
BKSE BNY Mellon US Small Cap Core Equity ETF 0.5 4 61 5.1 +11.1
PSC Principal U.S. Small-Cap ETF 0.5 38 27 6.1 +12.1
EQAL Invesco Russell 1000 Equal Weight ETF 0.5 20 45 5.8 +11.9
EMXC iShares MSCI Emerging Markets ex China ETF 0.4 25 40 6.5 +12.6
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.4 9 56 3.9 +9.9
SQLV Royce Quant Small-Cap Quality Value ETF 0.4 60 5 7.7 +13.8
IWO iShares Russell 2000 Growth ETF 0.4 24 41 1.4 +7.5
FYC First Trust Small Cap Growth AlphaDEX Fund 0.4 71 -6 1.0 +7.0
FELV Fidelity Enhanced Large Cap Value ETF 0.4 18 47 6.5 +12.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.4 39 26 4.3 +10.3
VTWG Vanguard Russell 2000 Growth ETF 0.4 15 50 1.5 +7.5
VIGI Vanguard International Dividend Appreciation ETF 0.4 15 50 5.7 +11.8
GVLU Gotham 1000 Value ETF 0.4 50 15 7.6 +13.7
DFJ WisdomTree Japan SmallCap Dividend Fund 0.4 58 7 7.3 +13.3
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 0.4 58 7 7.5 +13.6
JSML Janus Henderson Small Cap Growth Alpha ETF 0.4 30 35 7.1 +13.1
WCEO Hypatia Women CEO ETF 0.4 85 -20 4.7 +10.8
QINT American Century Quality Diversified International ETF 0.4 39 26 7.7 +13.7
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.4 35 30 6.8 +12.8
VB Vanguard Small-Cap ETF 0.4 5 60 5.2 +11.2
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.4 59 6 6.6 +12.6
IMCB iShares Morningstar Mid-Cap ETF 0.4 4 61 6.2 +12.3
IZRL ARK Israel Innovative Technology ETF 0.4 49 16 2.1 +8.2
ISRA VanEck Israel ETF 0.4 59 6 8.1 +14.2
ITEQ BlueStar Israel Technology ETF 0.4 75 -10 1.4 +7.5
SPDW SPDR Portfolio Developed World ex-US ETF 0.4 3 62 6.8 +12.9
SCJ iShares MSCI Japan Small-Cap ETF 0.4 50 15 6.3 +12.4
EIS iShares MSCI Israel ETF 0.4 58 7 8.6 +14.7
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 0.4 65 0 5.8 +11.9
CFA VictoryShares US 500 Volatility Wtd ETF 0.4 35 30 5.9 +12.0
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.4 40 25 5.9 +12.0
IWR iShares Russell Midcap ETF 0.4 19 46 5.6 +11.7
FNDC Schwab Fundamental International Small Co. Index ETF 0.4 39 26 7.0 +13.0
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.3 35 30 6.2 +12.2
FSMD Fidelity Small-Mid Multifactor ETF 0.3 15 50 7.1 +13.2
SCHC Schwab International Small-Cap Equity ETF 0.3 11 54 6.2 +12.3
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.3 58 7 9.2 +15.3
DEUS Xtrackers Russell US Multifactor ETF 0.3 17 48 7.1 +13.2
APIE ActivePassive International Equity ETF 0.3 45 20 7.6 +13.6
EMM Global X Emerging Markets ex-China ETF 0.3 75 -10 3.8 +9.9
TPIF Timothy Plan International ETF 0.3 62 3 6.5 +12.6
JPXN iShares JPX-Nikkei 400 ETF 0.3 48 17 7.8 +13.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.3 4 61 5.9 +12.0
DFAS Dimensional U.S. Small Cap ETF 0.3 26 39 5.7 +11.8
JHMM John Hancock Multifactor Mid Cap ETF 0.3 42 23 6.5 +12.5
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.3 70 -5 7.2 +13.3
EZM WisdomTree U.S. MidCap Fund 0.3 38 27 7.8 +13.9
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.3 29 36 6.8 +12.9
RSSL Global X Russell 2000 ETF 0.3 8 57 3.0 +9.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.3 20 45 6.1 +12.1
ESIX SPDR S&P SmallCap 600 ESG ETF 0.3 12 53 7.6 +13.6
GWX SPDR S&P International Small Cap ETF 0.3 40 25 6.2 +12.3
SFYX SoFi Next 500 ETF 0.3 0 65 5.0 +11.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.3 20 45 4.3 +10.4
IWM iShares Russell 2000 ETF 0.3 19 46 3.4 +9.4
AVSC Avantis U.S Small Cap Equity ETF 0.3 25 40 4.6 +10.6
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.3 35 30 6.5 +12.5
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.3 42 23 6.4 +12.5
VTWO Vanguard Russell 2000 ETF 0.3 10 55 3.3 +9.4
SCHA Schwab U.S. Small-Cap ETF 0.3 4 61 4.5 +10.6
CSD Invesco S&P Spin-Off ETF 0.3 65 0 9.4 +15.4
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.3 7 58 6.4 +12.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.3 20 45 6.1 +12.1
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.3 80 -15 9.4 +15.4
SCZ iShares MSCI EAFE Small-Cap ETF 0.3 40 25 6.2 +12.2
DISV Dimensional International Small Cap Value ETF 0.2 42 23 8.8 +14.8
FNX First Trust Mid Cap Core AlphaDEX Fund 0.2 60 5 6.9 +12.9
SMMD iShares Russell 2500 ETF 0.2 15 50 5.8 +11.9
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.2 49 16 6.4 +12.5
VSGX Vanguard ESG International Stock ETF 0.2 12 53 6.5 +12.6
HFXI IQ FTSE International Equity Currency Neutral ETF 0.2 20 45 6.8 +12.9
IEUS iShares MSCI Europe Small-Cap ETF 0.2 42 23 5.8 +11.9
DFEV Dimensional Emerging Markets Value ETF 0.2 43 22 11.1 +17.2
CIL VictoryShares International Volatility Wtd ETF 0.2 45 20 6.8 +12.9
IMCV iShares Morningstar Mid-Cap Value ETF 0.2 6 59 8.1 +14.1
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.2 39 26 8.5 +14.5
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 0.2 51 14 6.7 +12.8
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.2 32 33 6.6 +12.7
BBJP JPMorgan BetaBuilders Japan ETF 0.2 19 46 6.9 +13.0
EWUS iShares MSCI United Kingdom Small Cap ETF 0.2 59 6 5.6 +11.7
FAB First Trust Multi Cap Value AlphaDEX Fund 0.2 67 -2 9.2 +15.3
VEA Vanguard FTSE Developed Markets ETF 0.2 5 60 6.9 +12.9
ISCV iShares Morningstar Small Cap Value ETF 0.2 6 59 7.6 +13.6
FLJH Franklin FTSE Japan Hedged ETF 0.2 9 56 7.3 +13.3
EWJ iShares MSCI Japan ETF 0.2 50 15 7.1 +13.1
FLJP Franklin FTSE Japan ETF 0.2 9 56 7.0 +13.0
VICE AdvisorShares Vice ETF 0.2 99 -34 5.4 +11.5
XRT SPDR S&P Retail ETF 0.2 35 30 9.7 +15.8
SCHF Schwab International Equity ETF 0.2 6 59 7.1 +13.2
VBR Vanguard Small Cap Value ETF 0.2 7 58 7.8 +13.9
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 26 7.2 +13.3
IWS iShares Russell Mid-Cap Value ETF 0.2 23 42 6.5 +12.5
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.2 47 18 6.9 +13.0
ISZE iShares MSCI Intl Size Factor ETF 0.2 30 35 6.7 +12.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.2 17 48 5.2 +11.3
ISCF iShares International SmallCap Equity Factor ETF 0.2 23 42 8.7 +14.8
FYX First Trust Small Cap Core AlphaDEX Fund 0.1 61 4 5.8 +11.9
IPAC iShares Core MSCI Pacific ETF 0.1 9 56 6.8 +12.9
DFIS Dimensional International Small Cap ETF 0.1 39 26 6.4 +12.4
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 0 7.1 +13.2
ROAM Hartford Multifactor Emerging Markets ETF 0.1 44 21 11.3 +17.4
DLS WisdomTree International SmallCap Dividend Fund 0.1 58 7 8.4 +14.5
TXS Texas Capital Texas Equity Index ETF 0.1 49 16 5.3 +11.4
JSTC Adasina Social Justice All Cap Global ETF 0.1 89 -24 4.9 +10.9
DFSV Dimensional US Small Cap Value ETF 0.1 31 34 8.5 +14.5
IWN iShares Russell 2000 Value ETF 0.1 24 41 5.1 +11.2
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.1 80 -15 8.1 +14.1
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 20 8.6 +14.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.1 7 58 5.6 +11.6
IQDG WisdomTree International Quality Dividend Growth Fund 0.1 42 23 6.1 +12.2
VTWV Vanguard Russell 2000 Value ETF 0.1 15 50 5.0 +11.1
TPSC Timothy Plan US Small Cap Core ETF 0.1 52 13 6.8 +12.8
IWC iShares Micro-Cap ETF 0.1 60 5 -3.6 +2.5
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 41 6.1 +12.2
VFVA Vanguard U.S. Value Factor ETF 0.1 13 52 10.3 +16.3
VGT Vanguard Information Technology ETF 0.1 10 55 4.7 +10.7
IQIN IQ 500 International ETF 0.1 25 40 8.7 +14.8
EFG iShares MSCI EAFE Growth ETF 0.1 36 29 4.3 +10.4
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.1 58 7 6.0 +12.1
IPKW Invesco International BuyBack Achievers ETF 0.1 55 10 9.5 +15.6
IDEV iShares Core MSCI International Developed Markets ETF 0.1 4 61 6.8 +12.9
IEFA iShares Core MSCI EAFE ETF 0.1 7 58 6.7 +12.8
IQLT iShares MSCI Intl Quality Factor ETF 0.1 30 35 6.0 +12.0
DFAT Dimensional U.S. Targeted Value ETF 0.1 28 37 7.9 +13.9
EES WisdomTree U.S. SmallCap Fund 0.1 38 27 9.2 +15.3
DFIC Dimensional International Core Equity 2 ETF 0.1 23 42 7.5 +13.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.1 24 41 7.3 +13.4
ISMD Inspire Small/Mid Cap ETF 0.1 54 11 5.6 +11.6
PTEC Global X PropTech ETF 0.1 50 15 1.6 +7.7
DIM WisdomTree International MidCap Dividend Fund 0.1 58 7 7.5 +13.6
FTEC Fidelity MSCI Information Technology Index ETF 0.1 8 57 4.7 +10.8
FYT First Trust Small Cap Value AlphaDEX Fund 0.1 73 -8 9.9 +15.9
TGRW T. Rowe Price Growth Stock ETF 0.1 52 13 4.0 +10.0
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.1 39 26 7.7 +13.7
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 40 9.3 +15.3
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 0.1 44 21 10.3 +16.4
STXV Strive 1000 Value ETF 0.1 18 47 7.7 +13.8
DXJ WisdomTree Japan Hedged Equity Fund 0.1 48 17 8.1 +14.2
IWD iShares Russell 1000 Value ETF 0.1 19 46 6.5 +12.5
IDHQ Invesco S&P International Developed High Quality ETF 0.1 29 36 6.2 +12.3
DFAI Dimensional International Core Equity Market ETF 0.1 18 47 7.0 +13.0
IVE iShares S&P 500 Value ETF 0.0 18 47 6.5 +12.6
SPYV SPDR Portfolio S&P 500 Value ETF 0.0 4 61 6.7 +12.7
VOOV Vanguard S&P 500 Value ETF 0.0 10 55 6.6 +12.6
GSID Goldman Sachs MarketBeta International Equity ETF 0.0 20 45 6.7 +12.7
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.0 20 45 6.1 +12.1
IUSV iShares Core S&P US Value ETF 0.0 4 61 6.7 +12.8
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.0 58 7 9.9 +16.0
AVDE Avantis International Equity ETF 0.0 23 42 7.8 +13.8
EFA iShares MSCI EAFE ETF 0.0 35 30 6.5 +12.6
SCHV Schwab U.S. Large-Cap Value ETF 0.0 4 61 6.6 +12.7
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 8 3.5 +9.6
BKIE BNY Mellon International Equity ETF 0.0 4 61 6.9 +12.9
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.0 40 25 7.9 +13.9
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.0 36 29 6.5 +12.6
DWM WisdomTree International Equity Fund 0.0 48 17 7.8 +13.8
DFUV Dimensional US Marketwide Value ETF 0.0 22 43 7.6 +13.6
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.0 45 20 6.6 +12.7
DIHP Dimensional International High Profitability ETF 0.0 29 36 7.4 +13.5
VCR Vanguard Consumer Discretionary ETF 0.0 10 55 4.9 +10.9
JPIN J.P. Morgan Diversified Return International Equity ETF 0.0 37 28 8.5 +14.5
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.0 25 40 7.7 +13.8
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.0 8 57 5.0 +11.1
IEUR iShares Core MSCI Europe ETF 0.0 11 54 6.6 +12.7
IMFL Invesco International Developed Dynamic Multifactor ETF 0.0 34 31 10.8 +16.8
SPEU SPDR Portfolio Europe ETF 0.0 7 58 6.6 +12.6
VGK Vanguard FTSE Europe ETF 0.0 11 54 6.7 +12.7
VONV Vanguard Russell 1000 Value ETF 0.0 8 57 6.6 +12.6
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.0 24 41 8.3 +14.4
NUSC Nuveen ESG Small-Cap ETF 0.0 31 34 5.1 +11.2
JHMD John Hancock Multifactor Developed International ETF 0.0 39 26 7.4 +13.5
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.0 30 35 6.7 +12.8
REVS Columbia Research Enhanced Value ETF 0.0 19 46 7.6 +13.7
VYMI Vanguard International High Dividend Yield ETF 0.0 22 43 9.6 +15.6
AVIV Avantis International Large Cap Value ETF 0.0 25 40 8.8 +14.9

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

  2019 2020 2021 2022 2023 2024E 2025E
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
  2023 2024E 2025E
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 -10.3 %
Divided by: Fwd. P/BV 1.9 x
Less: Expense ratio 65 bp
Equals: ALTAR Score -6.1 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.44 CATEGORY
AVERAGE		 1.53
 
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.