Global X SuperDividend REIT ETF
ALTAR
Score™		 12.4% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 8.8x P/Sales
ratio		 5.5x
P/BV
ratio		 1.0x Div.
yield		 8.2%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
Global X SuperDividend REIT ETF is an exchange-traded fund incorporated in the USA. The Fund seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Solactive Global SuperDividend? REIT Index.

FUND BASICS
Category US Equities
Fund Sponsor Global X ETFs/USA
Website www.globalxfunds.com
Inception date Mar 16, 2015
Assets (mns) $226
Currency USD
Expense ratio 59 bp
Distributions Monthly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 30
Wgt avg mkt cap (mns) $5,012
Large cap (>$10bn) 20.8%
Mid cap ($2-10bn) 46.4%
Small cap (<$2bn) 32.8%
Developed mkts 96.6%
Emerging mkts 3.4%

TOP TEN HOLDINGS
GETTY REALTY CORP 4.0 %
LTC PROPERTIES INC 3.7 %
APOLLO COMMERCIAL REAL ESTAT 3.7 %
SABRA HEALTH CARE REIT INC 3.7 %
BROADSTONE NET LEASE, INC. 3.7 %
OMEGA HEALTHCARE INVESTORS 3.6 %
SILA REALTY TRUST INC 3.6 %
HEALTHCARE REALTY TRUST INC 3.5 %
GAMING AND LEISURE PROPERTIE 3.5 %
CAPITAL TRUST-CL A 3.5 %
Total 36.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 83.3 %
BRITAIN 6.3 %
BELGIUM 3.4 %
SINGAPORE 3.3 %
FRANCE 3.1 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-1.3% 8.4% 1.6% 1.2% 0.8%

Market Correlations
versus... Beta R-squared
S&P500 0.45 36%
MSCI EAFE 0.56 49%
MSCI Emg. Mkts. 0.42 36%

Technical Indicators
Recent close $22.39
30d moving avg. $21.57
Annualized volatility 16.5%
Short interest (ETF) 0.5%
Short interest (Underlying) 4.9%
Relative strength (RSI) 54

Liquidity measures
Avg. volume (thou.) 56
Turnover 0.6%
Bid/Ask (% of price) 0.55%
ADV underlying (mns) $741

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 441 potential alternatives to the Global X SuperDividend REIT ETF ETF based on the alternatives' overlap in portfolio holdings with SRET. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: SRET Expense: 59 bp ALTAR Score™: 12.4%


ALTERNATIVE ETFs BASED ON OVERLAP WITH SRET
Ticker Fund
Name		 Overlap1
vs SRET
(%)		 Expense
ratio
(bp)		 Savings
vs SRET
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs SRET
(%)
RIET Hoya Capital High Dividend Yield ETF 27.1 50 9 13.6 +1.3
REM iShares Mortgage Real Estate ETF 27.1 48 11 19.1 +6.7
NETL NETLease Corporate Real Estate ETF 17.8 60 -1 7.4 -5.0
KBWY Invesco KBW Premium Yield Equity REIT ETF 14.5 35 24 9.3 -3.1
IRET iREIT - MarketVector Quality REIT Index ETF 13.3 60 -1 6.1 -6.3
BLDG Cambria Global Real Estate ETF 13.2 60 -1 11.3 -1.1
BYRE Principal Real Estate Active Opportunities ETF 13.0 65 -6 7.0 -5.4
RDOG ALPS REIT Dividend Dogs ETF 13.0 35 24 12.4 -0.0
SDIV Global X Superdividend ETF 12.1 58 1 12.9 +0.5
BEDZ AdvisorShares Hotel ETF 10.3 100 -41 5.4 -7.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 9.1 80 -21 6.7 -5.7
KBWD Invesco KBW High Dividend Yield Financial ETF 8.7 384 -325 15.9 +3.6
DIV Global X SuperDividend US ETF 7.9 45 14 9.6 -2.8
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 7.3 30 29 13.6 +1.3
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 7.0 11 48 7.1 -5.3
USRT iShares Core U.S. REIT ETF 7.0 8 51 7.0 -5.4
FRI First Trust S&P REIT Index Fund 6.8 50 9 6.5 -5.9
IYR iShares U.S. Real Estate ETF 6.7 40 19 6.8 -5.6
XSLV Invesco S&P SmallCap Low Volatility ETF 6.6 25 34 7.5 -4.9
XMLV Invesco S&P MidCap Low Volatility ETF 6.6 25 34 6.7 -5.7
DFAR Dimensional US Real Estate ETF 6.5 19 40 7.2 -5.2
GQRE FlexShares Global Quality Real Estate Index Fund 6.4 45 14 7.2 -5.2
SCHH Schwab U.S. REIT ETF 5.8 7 52 7.2 -5.2
PPTY US Diversified Real Estate ETF 5.7 53 6 7.7 -4.7
AVRE Avantis Real Estate ETF 5.7 17 42 6.7 -5.7
PSR Invesco Active U.S. Real Estate Fund 5.6 35 24 7.1 -5.3
REET iShares Global REIT ETF 5.6 14 45 6.9 -5.5
SGRT SMART Earnings Growth 30 ETF 5.5 59 0 2.5 -9.9
FREL Fidelity MSCI Real Estate Index ETF 5.3 8 51 7.0 -5.4
DIVE Dana Concentrated Dividend ETF 5.3 65 -6 6.9 -5.5
DFGR Dimensional Global Real Estate ETF 5.2 22 37 7.0 -5.4
FXO First Trust Financials AlphaDEX Fund 5.2 62 -3 8.3 -4.1
WDIV SPDR S&P Global Dividend ETF 5.1 40 19 9.2 -3.2
VNQ Vanguard Real Estate ETF 5.1 13 46 6.7 -5.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 5.0 25 34 8.0 -4.4
REZ iShares Residential and Multisector Real Estate ETF 4.9 48 11 6.1 -6.3
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 4.7 60 -1 5.4 -7.0
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 4.6 20 39 5.6 -6.8
ERET iShares Environmentally Aware Real Estate ETF 4.3 30 29 6.7 -5.7
VRAI Virtus Real Asset Income ETF 4.3 55 4 8.4 -4.0
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 4.2 12 47 3.5 -8.9
RWX SPDR Dow Jones International Real Estate ETF 3.8 59 0 6.8 -5.6
INDS Pacer Industrial Real Estate ETF 3.6 55 4 6.1 -6.3
FDVV Fidelity High Dividend ETF 3.6 15 44 6.8 -5.6
SIXL ETC 6 Meridian Low Beta Equity ETF 3.5 80 -21 5.8 -6.6
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 3.4 27 32 6.5 -5.9
VICE AdvisorShares Vice ETF 3.4 99 -40 5.7 -6.7
HOMZ Hoya Capital Housing ETF 3.4 30 29 10.3 -2.1
REAI Intelligent Real Estate ETF 3.3 59 0 5.5 -6.9
JRE Janus Henderson U.S. Real Estate ETF 3.3 65 -6 5.8 -6.6
XLRE Real Estate Select Sector SPDR 3.3 8 51 7.1 -5.3
PSCF Invesco S&P SmallCap Financials ETF 3.3 29 30 8.5 -3.9
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 3.2 40 19 7.7 -4.7
ICF iShares Cohen & Steers REIT ETF 3.2 33 26 7.1 -5.3
CVY Invesco Zacks Multi-Asset Income ETF 3.1 106 -47 10.1 -2.3
JHDV John Hancock U.S. High Dividend ETF 3.1 34 25 6.2 -6.2
RWR State Street SPDR Dow Jones REIT ETF 3.1 25 34 6.7 -5.7
RWO SPDR Dow Jones Global Real Estate ETF 3.0 50 9 6.2 -6.2
HDUS Hartford Disciplined US Equity ETF 3.0 19 40 4.8 -7.6
IQRA IQ CBRE Real Assets ETF 2.9 65 -6 5.7 -6.7
TBG TBG Dividend Focus ETF 2.9 59 0 6.4 -6.0
FYT First Trust Small Cap Value AlphaDEX Fund 2.8 73 -14 10.0 -2.4
GLRY Inspire Faithward Mid Cap Momentum ETF 2.8 80 -21 3.7 -8.7
KONG Formidable Fortress ETF 2.8 89 -30 5.2 -7.2
DESK VanEck Office and Commercial REIT ETF 2.7 50 9 15.3 +2.9
AFMC First Trust Active Factor Mid Cap ETF 2.6 65 -6 7.2 -5.2
UDI USCF Dividend Income Fund 2.6 65 -6 6.7 -5.7
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.6 35 24 6.4 -6.0
FNK First Trust Mid Cap Value AlphaDEX Fund 2.6 70 -11 9.7 -2.7
AUSF Global X Adaptive U.S. Factor ETF 2.5 27 32 8.1 -4.3
JPSV JPMorgan Active Small Cap Value ETF 2.5 74 -15 7.7 -4.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.4 24 35 7.2 -5.2
ISCV iShares Morningstar Small Cap Value ETF 2.4 6 53 7.9 -4.5
IFGL iShares International Developed Real Estate ETF 2.4 48 11 6.8 -5.6
NURE Nuveen Short-Term REIT ETF 2.3 35 24 7.5 -4.9
VFMV Vanguard U.S. Minimum Volatility ETF 2.3 13 46 5.7 -6.7
ONEY State Street SPDR Russell 1000 Yield Focus ETF 2.3 20 39 8.8 -3.6
FAB First Trust Multi Cap Value AlphaDEX Fund 2.3 67 -8 8.7 -3.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.3 18 41 6.9 -5.5
XMVM Invesco S&P MidCap Value with Momentum ETF 2.2 39 20 7.6 -4.8
SLYV State Street SPDR S&P 600 Small Cap Value ETF 2.2 15 44 9.2 -3.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.2 29 30 6.5 -5.9
IJS iShares S&P Small-Cap 600 Value ETF 2.2 18 41 9.2 -3.2
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 2.1 30 29 8.8 -3.6
SIXS ETC 6 Meridian Small Cap Equity ETF 2.1 89 -30 8.0 -4.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.1 70 -11 4.7 -7.7
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 2.1 10 49 8.0 -4.4
EWUS iShares MSCI United Kingdom Small Cap ETF 2.1 59 0 7.2 -5.2
XSVM Invesco S&P SmallCap Value with Momentum ETF 2.0 36 23 8.6 -3.8
FMDE Fidelity Enhanced Mid Cap ETF 2.0 23 36 5.5 -6.9
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 2.0 12 47 5.5 -6.9
STXK Strive Small-Cap ETF 2.0 18 41 5.3 -7.1
ROE Astoria US Quality Kings ETF 2.0 49 10 5.5 -6.9
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.0 60 -1 6.9 -5.5
WTRE WisdomTree New Economy Real Estate Fund 2.0 58 1 -0.3 -12.7
XMMO Invesco S&P MidCap Momentum ETF 1.9 34 25 3.5 -8.9
VNQI Vanguard Global ex-U.S. Real Estate ETF 1.9 12 47 8.1 -4.3
FCPI Fidelity Stocks for Inflation ETF 1.9 15 44 5.9 -6.5
FTA First Trust Large Cap Value AlphaDEX Fund 1.9 59 0 7.7 -4.7
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.8 29 30 6.6 -5.8
SMOX Horizon Small/Mid Cap Core Equity ETF 1.8 75 -16 5.4 -7.0
VBR Vanguard Small Cap Value ETF 1.8 7 52 8.0 -4.4
IWN iShares Russell 2000 Value ETF 1.8 24 35 4.9 -7.5
QDF FlexShares Quality Dividend Index Fund 1.8 37 22 5.5 -6.9
BGIG Bahl & Gaynor Income Growth ETF 1.7 45 14 4.6 -7.8
FYX First Trust Small Cap Core AlphaDEX Fund 1.7 61 -2 5.5 -6.9
VTWV Vanguard Russell 2000 Value ETF 1.7 10 49 5.1 -7.3
FID First Trust S&P International Dividend Aristocrats ETF 1.7 60 -1 7.9 -4.5
DES WisdomTree U.S. SmallCap Dividend Fund 1.6 38 21 8.2 -4.2
MGMT Ballast Small/Mid Cap ETF 1.6 110 -51 7.6 -4.8
GINX SGI Enhanced Global Income ETF 1.6 98 -39 6.7 -5.7
DIVG Invesco S&P 500 High Dividend Growers ETF 1.6 39 20 7.5 -4.9
FSMD Fidelity Small-Mid Multifactor ETF 1.6 15 44 6.7 -5.7
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.6 35 24 6.1 -6.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.6 15 44 6.2 -6.2
AGNG Global X Aging Population ETF 1.5 50 9 4.1 -8.3
XJH iShares ESG Screened S&P Mid-Cap ETF 1.5 12 47 6.0 -6.4
HAPS Harbor Human Capital Factor US Small Cap ETF 1.5 60 -1 3.5 -8.9
NUSC Nuveen ESG Small-Cap ETF 1.5 31 28 5.0 -7.4
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 1.5 15 44 8.0 -4.4
IJJ iShares S&P Mid-Cap 400 Value ETF 1.5 18 41 8.0 -4.4
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.5 56 3 7.1 -5.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.5 10 49 8.1 -4.3
ICAP InfraCap Equity Income Fund ETF 1.5 171 -112 4.4 -8.0
FNX First Trust Mid Cap Core AlphaDEX Fund 1.5 60 -1 6.3 -6.1
RFV Invesco S&P Midcap 400 Pure Value ETF 1.5 35 24 11.6 -0.8
ROSC Hartford Multifactor Small Cap ETF 1.4 34 25 7.4 -5.0
MDY SPDR S&P Midcap 400 ETF Trust 1.4 23 36 6.0 -6.4
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.4 3 56 6.6 -5.8
SCHM Schwab U.S. Mid-Cap ETF 1.4 4 55 6.0 -6.4
IJR iShares Core S&P Small Cap ETF 1.4 6 53 6.5 -5.9
ISCB iShares Morningstar Small-Cap ETF 1.4 4 55 5.5 -6.9
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.4 3 56 6.2 -6.2
IJH iShares Core S&P Mid-Cap ETF 1.4 5 54 6.2 -6.2
JVAL JPMorgan U.S. Value Factor ETF 1.4 12 47 7.2 -5.2
QDEF FlexShares Quality Dividend Defensive Index Fund 1.4 37 22 5.5 -6.9
STXM Strive Mid-Cap ETF 1.3 18 41 5.7 -6.7
MBOX Freedom Day Dividend ETF 1.3 39 20 7.0 -5.4
IVOO Vanguard S&P Mid-Cap 400 ETF 1.3 7 52 6.2 -6.2
FLRG Fidelity U.S. Multifactor ETF 1.3 15 44 5.9 -6.5
ULVM VictoryShares US Value Momentum ETF 1.3 20 39 6.3 -6.1
BKSE BNY Mellon US Small Cap Core Equity ETF 1.3 4 55 5.3 -7.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.3 15 44 6.9 -5.5
FKU First Trust United Kingdom AlphaDEX Fund 1.3 80 -21 7.0 -5.4
FNDA Schwab Fundamental US Small Co. Index ETF 1.3 25 34 6.2 -6.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.2 10 49 9.2 -3.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.2 7 52 5.4 -7.0
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.2 15 44 4.2 -8.2
IJK iShares S&P Mid-Cap 400 Growth ETF 1.2 17 42 4.1 -8.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.2 39 20 3.6 -8.8
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 1.2 7 52 10.3 -2.1
EFAS Global X MSCI SuperDividend EAFE ETF 1.2 57 2 7.2 -5.2
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.2 20 39 7.4 -5.0
FLDZ RiverNorth Patriot ETF 1.2 75 -16 5.6 -6.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.2 9 50 3.9 -8.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.2 10 49 4.2 -8.2
ALTL Pacer Lunt Large Cap Alternator ETF 1.1 60 -1 4.8 -7.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.1 4 55 5.7 -6.7
DBSC Deepwater Beachfront Small Cap ETF 1.1 85 -26 1.2 -11.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.1 24 35 6.1 -6.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.1 25 34 4.9 -7.5
SPLV Invesco S&P 500 Low Volatility ETF 1.1 25 34 4.9 -7.5
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.1 35 24 7.5 -4.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.1 14 45 4.3 -8.1
VXF Vanguard Extended Market ETF 1.0 5 54 3.9 -8.5
VGSR Vert Global Sustainable Real Estate ETF 1.0 47 12 7.0 -5.4
RSSL Global X Russell 2000 ETF 1.0 8 51 2.8 -9.6
SMLF iShares U.S. SmallCap Equity Factor ETF 1.0 15 44 5.1 -7.3
VB Vanguard Small-Cap ETF 1.0 5 54 5.3 -7.1
OSCV Opus Small Cap Value ETF 1.0 79 -20 5.8 -6.6
SCHA Schwab U.S. Small-Cap ETF 1.0 4 55 4.5 -7.9
XJR iShares ESG Screened S&P Small-Cap ETF 1.0 12 47 6.4 -6.0
AFSM First Trust Active Factor Small Cap ETF 0.9 75 -16 6.0 -6.4
SMDV ProShares Russell 2000 Dividend Growers ETF 0.9 40 19 7.0 -5.4
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.9 15 44 6.4 -6.0
SPVM Invesco S&P 500 Value with Momentum ETF 0.9 39 20 6.5 -5.9
IWM iShares Russell 2000 ETF 0.9 19 40 2.7 -9.7
REVS Columbia Research Enhanced Value ETF 0.9 19 40 6.9 -5.5
EQAL Invesco Russell 1000 Equal Weight ETF 0.9 20 39 6.1 -6.3
SPGP Invesco S&P 500 GARP ETF 0.9 34 25 5.8 -6.6
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 0.9 12 47 6.8 -5.6
FEX First Trust Large Cap Core AlphaDEX Fund 0.9 59 0 5.1 -7.3
IWS iShares Russell Mid-Cap Value ETF 0.8 23 36 6.2 -6.2
FVD First Trust Value Line Dividend Index Fund 0.8 65 -6 5.6 -6.8
DHS WisdomTree U.S. High Dividend Fund 0.8 38 21 8.2 -4.2
XSMO Invesco S&P SmallCap Momentum ETF 0.8 39 20 3.7 -8.7
VIOO Vanguard S&P Small-Cap 600 ETF 0.8 7 52 6.4 -6.0
CGUS Capital Group Core Equity ETF 0.8 33 26 3.6 -8.8
WSML iShares MSCI World Small-Cap ETF 0.8 15 44 5.4 -7.0
ERTH Invesco MSCI Sustainable Future ETF 0.8 62 -3 2.9 -9.5
DEUS Xtrackers Russell US Multifactor ETF 0.8 17 42 6.5 -5.9
USMF WisdomTree U.S. Multifactor Fund 0.8 28 31 6.6 -5.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.8 17 42 5.1 -7.3
SMMD iShares Russell 2500 ETF 0.8 15 44 5.7 -6.7
AFLG First Trust Active Factor Large Cap ETF 0.8 55 4 5.1 -7.3
FELV Fidelity Enhanced Large Cap Value ETF 0.8 18 41 5.8 -6.6
SVAL iShares US Small Cap Value Factor ETF 0.8 20 39 7.6 -4.8
VTWO Vanguard Russell 2000 ETF 0.8 7 52 2.9 -9.5
JHSC John Hancock Multifactor Small Cap ETF 0.7 42 17 6.1 -6.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.7 15 44 5.2 -7.2
PSC Principal U.S. Small-Cap ETF 0.7 38 21 3.8 -8.6
DWX SPDR S&P International Dividend ETF 0.7 45 14 6.6 -5.8
CZA Invesco Zacks Mid-Cap ETF 0.7 72 -13 5.9 -6.5
DEW WisdomTree Global High Dividend Fund 0.7 58 1 7.3 -5.1
ROUS Hartford Multifactor US Equity ETF 0.7 19 40 5.5 -6.9
WCEO Hypatia Women CEO ETF 0.7 85 -26 4.8 -7.6
ETHO Etho Climate Leadership U.S. ETF 0.7 47 12 4.4 -8.0
EZM WisdomTree U.S. MidCap Fund 0.7 38 21 8.1 -4.3
IWR iShares Russell Midcap ETF 0.7 19 40 5.5 -6.9
CGDV Capital Group Dividend Value ETF 0.7 33 26 4.0 -8.4
MAGA Point Bridge America First ETF 0.7 72 -13 5.2 -7.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.7 39 20 2.4 -10.0
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.7 30 29 7.5 -4.9
VWID Virtus WMC International Dividend ETF 0.7 49 10 7.2 -5.2
FLQL Franklin LibertyQ U.S. Equity ETF 0.6 15 44 4.7 -7.7
IEUS iShares MSCI Europe Small-Cap ETF 0.6 42 17 6.6 -5.8
FYC First Trust Small Cap Growth AlphaDEX Fund 0.6 71 -12 -0.6 -13.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.6 20 39 4.2 -8.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.6 70 -11 2.1 -10.3
NIXT Research Affiliates Deletions ETF 0.6 9 50 6.6 -5.8
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 0.6 15 44 3.8 -8.6
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 0.6 80 -21 5.3 -7.1
IJT iShares S&P Small-Cap 600 Growth ETF 0.6 18 41 3.8 -8.6
ISMD Inspire Small/Mid Cap ETF 0.6 54 5 5.4 -7.0
SPVU Invesco S&P 500 Enhanced Value ETF 0.5 13 46 8.6 -3.8
STXV Strive 1000 Value ETF 0.5 18 41 7.0 -5.4
FPX First Trust US Equity Opportunities ETF 0.5 61 -2 0.9 -11.5
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.5 25 34 11.6 -0.8
QLC FlexShares US Quality Large Cap Index Fund 0.5 25 34 4.7 -7.7
IDLV Invesco S&P International Developed Low Volatility ETF 0.5 25 34 6.2 -6.2
VOE Vanguard Mid-Cap Value ETF 0.5 7 52 6.9 -5.5
RCGE RockCreek Global Equality ETF 0.5 95 -36 6.0 -6.4
RPV Invesco S&P 500 Pure Value ETF 0.5 35 24 9.1 -3.3
FDRR Fidelity Dividend ETF for Rising Rates 0.5 15 44 5.9 -6.5
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.5 20 39 6.2 -6.2
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 0.5 5 54 7.7 -4.7
CVAR Cultivar ETF 0.5 87 -28 7.0 -5.4
DON WisdomTree U.S. MidCap Dividend Fund 0.5 38 21 8.2 -4.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.5 25 34 5.0 -7.4
FELC Fidelity Enhanced Large Cap Core ETF 0.5 18 41 4.5 -7.9
IWC iShares Micro-Cap ETF 0.4 60 -1 -1.4 -13.8
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.4 10 49 3.7 -8.7
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.4 25 34 4.2 -8.2
FUNL CornerCap Fundametrics Large-Cap ETF 0.4 50 9 6.2 -6.2
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.4 49 10 5.9 -6.5
IMCV iShares Morningstar Mid-Cap Value ETF 0.4 6 53 7.1 -5.3
FESM Fidelity Enhanced Small Cap ETF 0.4 28 31 2.4 -10.0
DIM WisdomTree International MidCap Dividend Fund 0.4 58 1 6.1 -6.3
VFH Vanguard Financials ETF 0.4 9 50 6.2 -6.2
JHMM John Hancock Multifactor Mid Cap ETF 0.4 42 17 5.5 -6.9
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.4 15 44 8.4 -4.0
IYF iShares U.S. Financials ETF 0.4 40 19 5.7 -6.7
SCHC Schwab International Small-Cap Equity ETF 0.4 11 48 6.4 -6.0
RECS Columbia Research Enhanced Core ETF 0.4 15 44 5.4 -7.0
SIZE iShares MSCI USA Size Factor ETF 0.4 15 44 5.6 -6.8
ISCG iShares Morningstar Small-Cap Growth ETF 0.4 6 53 2.8 -9.6
JMOM JPMorgan U.S. Momentum Factor ETF 0.4 12 47 3.5 -8.9
FNCL Fidelity MSCI Financials Index ETF 0.4 8 51 6.1 -6.3
EUSA iShares MSCI USA Equal Weighted ETF 0.4 9 50 5.6 -6.8
SCZ iShares MSCI EAFE Small-Cap ETF 0.4 40 19 6.0 -6.4
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.4 8 51 6.1 -6.3
EES WisdomTree U.S. SmallCap Fund 0.4 38 21 8.1 -4.3
EWK iShares MSCI Belgium ETF 0.4 50 9 3.9 -8.5
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.4 40 19 4.0 -8.4
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.3 39 20 7.7 -4.7
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.3 12 47 6.3 -6.1
RFDA RiverFront Dynamic US Dividend Advantage ETF 0.3 52 7 5.3 -7.1
VLUE iShares MSCI USA Value Factor ETF 0.3 15 44 7.5 -4.9
SCHV Schwab U.S. Large-Cap Value ETF 0.3 4 55 5.8 -6.6
VO Vanguard Mid-Cap ETF 0.3 4 55 5.3 -7.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.3 64 -5 1.3 -11.1
RWK Invesco S&P MidCap 400 Revenue ETF 0.3 39 20 8.0 -4.4
FDLO Fidelity Low Volatility Factor ETF 0.3 15 44 4.8 -7.6
PRF Invesco FTSE RAFI US 1000 ETF 0.3 34 25 5.9 -6.5
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.3 12 47 5.2 -7.2
IWD iShares Russell 1000 Value ETF 0.3 19 40 5.6 -6.8
FVAL Fidelity Value Factor ETF 0.3 15 44 6.1 -6.3
GVUS Marketbeta Russell 1000 Value Equity ETF 0.3 12 47 5.6 -6.8
DIVB iShares Core Dividend ETF 0.3 5 54 7.5 -4.9
VONV Vanguard Russell 1000 Value ETF 0.3 7 52 5.7 -6.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.3 60 -1 6.2 -6.2
PTL Inspire 500 ETF 0.3 9 50 4.5 -7.9
ISCF iShares International SmallCap Equity Factor ETF 0.3 23 36 7.1 -5.3
DTH WisdomTree International High Dividend Fund 0.3 58 1 7.2 -5.2
WLDR Affinity World Leaders Equity ETF 0.3 67 -8 6.4 -6.0
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 34 6.4 -6.0
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.2 60 -1 9.8 -2.6
FNDC Schwab Fundamental International Small Co. Index ETF 0.2 39 20 6.6 -5.8
APUE ActivePassive U.S. Equity ETF 0.2 45 14 4.0 -8.4
IMCB iShares Morningstar Mid-Cap ETF 0.2 4 55 5.4 -7.0
RITA ETFB Green SRI REITs ETF 0.2 50 9 5.5 -6.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.2 29 30 5.8 -6.6
JPIN J.P. Morgan Diversified Return International Equity ETF 0.2 37 22 6.9 -5.5
AIVI WisdomTree International AI Enhanced Value Fund 0.2 58 1 6.1 -6.3
SCHB Schwab U.S. Broad Market ETF 0.2 3 56 4.3 -8.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.2 9 50 5.3 -7.1
RSP Invesco S&P 500 Equal Weight ETF 0.2 20 39 6.0 -6.4
IQDF FlexShares International Quality Dividend Index Fund 0.2 47 12 7.6 -4.8
IUSV iShares Core S&P US Value ETF 0.2 4 55 5.9 -6.5
XOEF iShares S&P 500 ex S&P 100 ETF 0.2 20 39 4.8 -7.6
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.2 47 12 7.3 -5.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.2 3 56 4.2 -8.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.2 20 39 4.8 -7.6
IWV iShares Russell 3000 ETF 0.2 20 39 4.1 -8.3
EWQ iShares MSCI France ETF 0.2 53 6 6.3 -6.1
VTI Vanguard Total Stock Market ETF 0.2 3 56 4.2 -8.2
VTHR Vanguard Russell 3000 ETF 0.2 7 52 4.2 -8.2
FEUZ First Trust Eurozone AlphaDEX ETF 0.2 80 -21 6.4 -6.0
FNDX Schwab Fundamental US Large Co. Index ETF 0.2 25 34 6.4 -6.0
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.2 20 39 4.6 -7.8
GLBL Pacer MSCI World Industry Advantage ETF 0.2 65 -6 3.5 -8.9
FEP First Trust Europe AlphaDEX Fund 0.2 80 -21 6.7 -5.7
SCHK Schwab 1000 Index ETF 0.2 5 54 4.4 -8.0
FDMO Fidelity Momentum Factor ETF 0.2 15 44 2.5 -9.9
SCHX Schwab U.S. Large-Cap ETF 0.1 3 56 4.4 -8.0
SFGV Sequoia Global Value ETF 0.1 23 36 7.2 -5.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 48 4.3 -8.1
IYY iShares Dow Jones U.S. ETF 0.1 20 39 4.2 -8.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.1 9 50 4.4 -8.0
FFF Founders 100 ETF 0.1 75 -16 2.5 -9.9
QUAL iShares MSCI USA Quality Factor ETF 0.1 15 44 4.5 -7.9
LRGF iShares U.S. Equity Factor ETF 0.1 8 51 4.7 -7.7
IWB iShares Russell 1000 ETF 0.1 15 44 4.3 -8.1
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.1 3 56 4.5 -7.9
VONE Vanguard Russell 1000 ETF 0.1 7 52 4.3 -8.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.1 32 27 4.1 -8.3
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 50 4.3 -8.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.1 10 49 4.4 -8.0
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.1 25 34 6.2 -6.2
JHML John Hancock Multifactor Large Cap ETF 0.1 29 30 4.6 -7.8
KLMN Invesco MSCI North America Climate ETF 0.1 9 50 4.4 -8.0
SDG iShares MSCI Global Sustainable Development Goals ETF 0.1 49 10 4.6 -7.8
VTV Vanguard Value ETF 0.1 4 55 6.0 -6.4
VGK Vanguard FTSE Europe ETF 0.1 6 53 6.5 -5.9
XMAG Defiance Large Cap ex-Mag 7 ETF 0.1 35 24 4.5 -7.9
VT Vanguard Total World Stock ETF 0.1 6 53 5.1 -7.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.1 19 40 5.1 -7.3
FQAL Fidelity Quality Factor ETF 0.1 15 44 4.9 -7.5
IVE iShares S&P 500 Value ETF 0.1 18 41 5.6 -6.8
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.1 4 55 5.8 -6.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.1 29 30 4.1 -8.3
VOOV Vanguard S&P 500 Value ETF 0.1 7 52 5.7 -6.7
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 17 4.3 -8.1
OPTZ Optimize Strategy Index ETF 0.1 50 9 3.8 -8.6
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.1 12 47 3.6 -8.8
ILCV iShares Morningstar Value ETF 0.1 4 55 5.5 -6.9
DWM WisdomTree International Equity Fund 0.1 48 11 5.5 -6.9
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.1 15 44 4.4 -8.0
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.1 45 14 5.7 -6.7
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 31 5.8 -6.6
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.1 19 40 4.9 -7.5
LVHI Franklin International Low Volatility High Dividend Index ET 0.1 40 19 7.5 -4.9
SPEU SPDR Portfolio Europe ETF 0.1 7 52 6.4 -6.0
IEUR iShares Core MSCI Europe ETF 0.1 11 48 6.3 -6.1
INTF iShares International Equity Factor ETF 0.1 15 44 6.4 -6.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.1 12 47 4.5 -7.9
PBUS Invesco MSCI USA ETF 0.1 4 55 4.3 -8.1
KLMT Invesco MSCI Global Climate 500 ETF 0.1 10 49 5.1 -7.3
ONEQ Fidelity Nasdaq Composite Index ETF 0.1 21 38 3.0 -9.4
SPXT ProShares S&P 500 Ex-Technology ETF 0.1 9 50 4.8 -7.6
SSPY Syntax Stratified LargeCap ETF 0.1 30 29 6.2 -6.2
EPS WisdomTree U.S. LargeCap Fund 0.1 8 51 4.9 -7.5
RAUS RACWI US ETF 0.1 15 44 4.3 -8.1
HFXI IQ FTSE International Equity Currency Neutral ETF 0.1 20 39 5.7 -6.7
KOKU Xtrackers MSCI Kokusai Equity ETF 0.1 9 50 4.5 -7.9
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.1 40 19 5.6 -6.8
QVML Invesco S&P 500 QVM Multi-factor ETF 0.1 11 48 4.4 -8.0
VEA Vanguard FTSE Developed Markets ETF 0.1 3 56 6.0 -6.4
IUSG iShares Core S&P U.S. Growth ETF 0.1 4 55 3.2 -9.2
IEFA iShares Core MSCI EAFE ETF 0.1 7 52 6.0 -6.4
TOPC iShares S&P 500 3% Capped ETF 0.1 15 44 4.5 -7.9
JQUA JPMorgan U.S. Quality Factor ETF 0.1 12 47 5.2 -7.2
SPXV ProShares S&P 500 Ex-Health Care ETF 0.1 9 50 4.0 -8.4
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 34 6.1 -6.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 20 6.1 -6.3
IDEV iShares Core MSCI International Developed Markets ETF 0.1 4 55 5.9 -6.5
XVV iShares ESG Screened S&P 500 ETF 0.1 8 51 4.2 -8.2
TOK iShares MSCI Kokusai ETF 0.1 26 33 4.4 -8.0
VSGX Vanguard ESG International Stock ETF 0.1 10 49 6.7 -5.7
URTH iShares MSCI World ETF 0.1 24 35 4.4 -8.0
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.1 20 39 4.1 -8.3
DSPY Tema S&P 500 Historical Weight ETF 0.1 18 41 4.5 -7.9
IVV iShares Core S&P 500 ETF 0.1 3 56 4.3 -8.1
SPY SPDR S&P 500 ETF 0.1 9 50 4.3 -8.1
SPYM State Street SPDR Portfolio S&P 500 ETF 0.1 2 57 4.3 -8.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.1 2 57 4.3 -8.1
BKLC BNY Mellon US Large Cap Core Equity ETF 0.1 0 59 4.3 -8.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.1 7 52 4.2 -8.2
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 50 4.2 -8.2
VOTE TCW Transform 500 ETF 0.1 5 54 4.2 -8.2
GXLC Global X U.S. 500 ETF 0.1 2 57 4.2 -8.2
ILCB iShares Morningstar U.S. Equity ETF 0.1 3 56 4.2 -8.2
VV Vanguard Large-Cap ETF 0.1 4 55 4.2 -8.2
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.1 14 45 5.3 -7.1
EZU iShares MSCI Eurozone ETF 0.1 52 7 5.6 -6.8
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 3 56 5.9 -6.5
VXUS Vanguard Total International Stock ETF 0.1 5 54 6.6 -5.8
ACWI iShares MSCI ACWI ETF 0.0 32 27 4.8 -7.6
IWO iShares Russell 2000 Growth ETF 0.0 24 35 0.5 -11.9
STRV Strive 500 ETF 0.0 5 54 4.2 -8.2
VOO Vanguard S&P 500 ETF 0.0 3 56 4.3 -8.1
TOV JLens 500 Jewish Advocacy U.S. ETF 0.0 18 41 4.0 -8.4
RVRB Reverb ETF 0.0 30 29 4.0 -8.4
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.0 15 44 5.1 -7.3
SFY SoFi Select 500 ETF 0.0 0 59 3.9 -8.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.0 9 50 4.9 -7.5
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.0 24 35 6.7 -5.7
VSLU Applied Finance Valuation Large Cap ETF 0.0 49 10 4.9 -7.5
FENI Fidelity Enhanced International ETF 0.0 28 31 5.8 -6.6
VTWG Vanguard Russell 2000 Growth ETF 0.0 10 49 0.7 -11.7
DMXF iShares ESG Advanced MSCI EAFE ETF 0.0 12 47 5.0 -7.4
IXUS iShares Core MSCI Total International Stock ETF 0.0 7 52 6.5 -5.9
IPAC iShares Core MSCI Pacific ETF 0.0 9 50 5.5 -6.9
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 14 6.8 -5.6
EFV iShares MSCI EAFE Value ETF 0.0 34 25 7.4 -5.0
IEV iShares Europe ETF 0.0 67 -8 5.8 -6.6
FLAX Franklin FTSE Asia Ex Japan ETF 0.0 19 40 7.4 -5.0
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.0 46 13 5.5 -6.9
FLEE Franklin FTSE Europe ETF 0.0 9 50 6.2 -6.2
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.0 39 20 6.9 -5.5
SCHF Schwab International Equity ETF 0.0 6 53 6.0 -6.4
VPL Vanguard FTSE Pacific ETF 0.0 7 52 5.4 -7.0
QWLD SPDR MSCI World StrategicFactors ETF 0.0 30 29 5.2 -7.2
RWL Invesco S&P 500 Revenue ETF 0.0 39 20 5.9 -6.5
GSID Goldman Sachs MarketBeta International Equity ETF 0.0 20 39 5.8 -6.6
VEU Vanguard FTSE All-World ex-US Index Fund 0.0 4 55 6.7 -5.7
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.0 36 23 5.4 -7.0
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.0 20 39 5.5 -6.9
EFA iShares MSCI EAFE ETF 0.0 35 24 5.7 -6.7
GSPY Gotham Enhanced 500 ETF 0.0 50 9 4.5 -7.9
STXG Strive 1000 Growth ETF 0.0 18 41 3.3 -9.1
ACWX iShares MSCI ACWI ex U.S. ETF 0.0 34 25 6.3 -6.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.0 30 29 3.9 -8.5
BKIE BNY Mellon International Equity ETF 0.0 4 55 6.0 -6.4
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.0 18 41 6.4 -6.0
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.0 41 18 6.1 -6.3
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.0 20 39 5.5 -6.9
PFM Invesco Dividend Achievers ETF 0.0 53 6 4.7 -7.7
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.0 30 29 6.0 -6.4
INRO iShares U.S. Industry Rotation Active ETF 0.0 42 17 3.7 -8.7
EBI Longview Advantage ETF 0.0 35 24 6.1 -6.3

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

  2020 2021 2022 2023 2024 2025E 2026E
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
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

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

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 12.4 %
Divided by: Fwd. P/BV 1.0 x
Less: Expense ratio 59 bp
Equals: ALTAR Score 12.4 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.61 CATEGORY
AVERAGE		 1.57
 
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.