Global X SuperDividend REIT ETF
ALTAR
Score™		 8.1% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 13.1x P/Sales
ratio		 6.0x
P/BV
ratio		 1.2x Div.
yield		 7.2%


  • 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) $187
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) $5,882
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
LINK REIT 3.6 %
PENNYMAC MORTGAGE INVESTMENT 3.6 %
WP CAREY INC 3.5 %
DYNEX CAPITAL INC 3.5 %
APOLLO COMMERCIAL REAL ESTAT 3.5 %
ANNALY CAPITAL MANAGEMENT IN 3.5 %
CAPITAMALL TRUST 3.5 %
GROWTHPOINT PROPERTIES LTD 3.5 %
EPR PROPERTIES 3.4 %
ELLINGTON FINANCIAL LLC 3.4 %
Total 34.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 69.2 %
SINGAPORE 16.8 %
HONG KONG 3.7 %
SOUTH AFRICA 3.4 %
BRITAIN 3.4 %
CANADA 3.3 %





HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
6.4% 14.8% -5.7% -- -0.2%

Market Correlations
versus... Beta R-squared
S&P500 0.96 62%
MSCI EAFE 1.02 71%
MSCI Emg. Mkts. 0.83 47%

Technical Indicators
Recent close $21.14
30d moving avg. $21.11
Annualized volatility 20.9%
Short interest (ETF) 0.2%
Short interest (Underlying) 4.9%
Relative strength (RSI) 52

Liquidity measures
Avg. volume (thou.) 29
Turnover 0.3%
Bid/Ask (% of price) 0.56%
ADV underlying (mns) $741

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 444 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™: 8.1%


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
(%)
MORT VanEck Mortgage REIT Income ETF 35.2 43 16 15.3 +7.2
RIET Hoya Capital High Dividend Yield ETF 28.4 50 9 6.0 -2.2
REM iShares Mortgage Real Estate ETF 24.5 48 11 13.4 +5.3
NETL NETLease Corporate Real Estate ETF 23.2 60 -1 3.7 -4.5
KBWY Invesco KBW Premium Yield Equity REIT ETF 18.2 35 24 0.8 -7.3
RDOG ALPS REIT Dividend Dogs ETF 16.7 35 24 1.1 -7.1
KBWD Invesco KBW High Dividend Yield Financial ETF 13.2 384 -325 9.8 +1.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 12.9 80 -21 6.0 -2.1
RWX SPDR Dow Jones International Real Estate ETF 11.3 59 0 5.9 -2.3
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 11.1 30 29 7.6 -0.5
SDIV Global X Superdividend ETF 11.0 58 1 13.9 +5.7
IRET iREIT - MarketVector Quality REIT Index ETF 10.2 60 -1 2.3 -5.9
REET iShares Global REIT ETF 9.6 14 45 3.3 -4.8
RWO SPDR Dow Jones Global Real Estate ETF 9.2 50 9 2.9 -5.3
DFGR Dimensional Global Real Estate ETF 8.9 22 37 3.2 -5.0
AVRE Avantis Real Estate ETF 8.8 17 42 3.3 -4.8
REAI Intelligent Real Estate ETF 8.5 59 0 0.6 -7.5
ERET iShares Environmentally Aware Real Estate ETF 8.5 30 29 3.1 -5.1
XMLV Invesco S&P MidCap Low Volatility ETF 8.5 25 34 6.0 -2.1
IYR iShares U.S. Real Estate ETF 8.5 40 19 2.7 -5.5
DIV Global X SuperDividend US ETF 8.2 45 14 10.1 +2.0
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 8.2 11 48 2.3 -5.8
FRI First Trust S&P REIT Index Fund 8.2 50 9 1.9 -6.3
USRT iShares Core U.S. REIT ETF 8.1 8 51 2.4 -5.8
BLDG Cambria Global Real Estate ETF 7.9 60 -1 4.2 -4.0
DFAR Dimensional US Real Estate ETF 7.7 19 40 2.3 -5.8
ADIV SmartETFs Asia Pacific Dividend Builder ETF 7.6 78 -19 9.6 +1.5
SCHH Schwab U.S. REIT ETF 7.6 7 52 2.5 -5.7
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 7.5 60 -1 6.3 -1.8
RWR SPDR Dow Jones REIT ETF 7.4 25 34 2.1 -6.1
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 7.4 60 -1 2.5 -5.6
INDS Pacer Industrial Real Estate ETF 7.2 55 4 3.9 -4.2
VNQ Vanguard Real Estate ETF 7.1 12 47 2.4 -5.7
FREL Fidelity MSCI Real Estate Index ETF 7.1 8 51 2.5 -5.7
IFGL iShares International Developed Real Estate ETF 6.9 48 11 6.3 -1.9
EWS iShares MSCI Singapore ETF 6.5 50 9 5.2 -3.0
DESK VanEck Office and Commercial REIT ETF 6.3 50 9 1.1 -7.0
PSR Invesco Active U.S. Real Estate Fund 5.4 35 24 2.2 -6.0
GQRE FlexShares Global Quality Real Estate Index Fund 5.4 45 14 4.1 -4.0
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 5.3 10 49 7.5 -0.6
XSLV Invesco S&P SmallCap Low Volatility ETF 5.3 25 34 5.4 -2.8
VNQI Vanguard Global ex-U.S. Real Estate ETF 4.8 12 47 7.7 -0.5
HOMZ Hoya Capital Housing ETF 4.8 30 29 6.3 -1.8
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 4.6 27 32 6.1 -2.0
IQRA IQ CBRE Real Assets ETF 4.5 65 -6 2.7 -5.5
FDVV Fidelity High Dividend ETF 4.2 15 44 7.5 -0.6
IVRA Invesco Real Assets ESG ETF 4.2 59 0 3.5 -4.6
PPTY US Diversified Real Estate ETF 3.8 53 6 1.9 -6.2
EWH iShares MSCI Hong Kong ETF 3.6 50 9 6.1 -2.1
WDIV SPDR S&P Global Dividend ETF 3.6 40 19 9.6 +1.5
SIXS ETC 6 Meridian Small Cap Equity ETF 3.5 89 -30 9.4 +1.3
AFMC First Trust Active Factor Mid Cap ETF 3.4 65 -6 8.2 +0.1
FXO First Trust Financials AlphaDEX Fund 3.4 62 -3 8.1 -0.0
IJJ iShares S&P Mid-Cap 400 Value ETF 3.4 18 41 8.6 +0.5
FPRO Fidelity Real Estate Investment ETF 3.3 59 0 1.5 -6.6
MDYV SPDR S&P 400 Mid Cap Value ETF 3.3 15 44 8.7 +0.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 3.3 15 44 8.7 +0.5
JRE Janus Henderson U.S. Real Estate ETF 3.3 65 -6 1.6 -6.5
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 3.3 40 19 2.5 -5.6
ICF iShares Cohen & Steers REIT ETF 3.3 33 26 2.4 -5.8
XLRE Real Estate Select Sector SPDR Fund 3.3 8 51 6.3 -1.8
BEDZ AdvisorShares Hotel ETF 3.2 100 -41 2.5 -5.7
KONG Formidable Fortress ETF 3.2 89 -30 5.7 -2.5
VICE AdvisorShares Vice ETF 3.2 99 -40 6.2 -2.0
BYRE Principal Real Estate Active Opportunities ETF 3.2 65 -6 1.7 -6.4
BJK VanEck Gaming ETF 3.2 65 -6 3.9 -4.2
ABLD Abacus FCF Real Assets Leaders ETF 3.1 69 -10 5.7 -2.5
GLRY Inspire Faithward Mid Cap Momentum ETF 3.1 80 -21 6.6 -1.5
BKCI BNY Mellon Concentrated International ETF 3.1 80 -21 4.9 -3.2
MVPA Miller Value Partners Appreciation ETF 3.0 60 -1 8.4 +0.2
SDY SPDR S&P Dividend ETF 3.0 35 24 6.2 -2.0
ERTH Invesco MSCI Sustainable Future ETF 3.0 62 -3 2.5 -5.7
FLHK Franklin FTSE Hong Kong ETF 2.9 9 50 6.8 -1.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.7 15 44 5.9 -2.2
DON WisdomTree U.S. MidCap Dividend Fund 2.7 38 21 8.3 +0.2
REZ iShares Residential and Multisector Real Estate ETF 2.7 48 11 1.7 -6.5
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 2.6 30 29 7.4 -0.8
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.6 20 39 5.3 -2.9
XSVM Invesco S&P SmallCap Value with Momentum ETF 2.5 36 23 10.3 +2.2
JPRE JPMorgan Realty Income ETF 2.5 50 9 1.4 -6.7
VRAI Virtus Real Asset Income ETF 2.5 55 4 7.5 -0.7
DES WisdomTree U.S. SmallCap Dividend Fund 2.4 38 21 8.7 +0.5
SIXL ETC 6 Meridian Low Beta Equity ETF 2.4 80 -21 5.7 -2.4
HDUS Hartford Disciplined US Equity ETF 2.4 19 40 5.9 -2.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.4 15 44 7.3 -0.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.3 24 35 7.6 -0.6
VGSR Vert Global Sustainable Real Estate ETF 2.3 47 12 2.8 -5.3
FIDI Fidelity International High Dividend ETF 2.3 18 41 9.0 +0.8
XJH iShares ESG Screened S&P Mid-Cap ETF 2.3 12 47 7.0 -1.1
VBR Vanguard Small Cap Value ETF 2.3 7 52 8.5 +0.4
AUSF Global X Adaptive U.S. Factor ETF 2.2 27 32 9.2 +1.0
PSCF Invesco S&P SmallCap Financials ETF 2.1 29 30 6.2 -2.0
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.1 15 44 4.3 -3.9
VNSE Natixis Vaughan Nelson Select ETF 2.1 80 -21 5.3 -2.8
MDY SPDR S&P Midcap 400 ETF Trust 2.1 24 35 7.2 -1.0
IJH iShares Core S&P Mid-Cap ETF 2.1 5 54 7.4 -0.8
ISCV iShares Morningstar Small Cap Value ETF 2.0 6 53 8.4 +0.3
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.0 40 19 7.0 -1.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 2.0 25 34 7.8 -0.4
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 2.0 3 56 7.4 -0.8
JHDV John Hancock U.S. High Dividend ETF 2.0 34 25 6.3 -1.8
IVOO Vanguard S&P Mid-Cap 400 ETF 2.0 10 49 7.3 -0.8
STXM Strive Mid-Cap ETF 2.0 18 41 3.6 -4.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.0 18 41 7.2 -0.9
MGMT Ballast Small/Mid Cap ETF 2.0 110 -51 8.6 +0.5
ASEA Global X FTSE Southeast Asia ETF 2.0 65 -6 6.9 -1.2
ONEY SPDR Russell 1000 Yield Focus ETF 1.9 20 39 9.1 +0.9
SCHM Schwab U.S. Mid-Cap ETF 1.9 4 55 6.7 -1.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.9 4 55 6.1 -2.0
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.9 25 34 9.9 +1.7
CZA Invesco Zacks Mid-Cap ETF 1.8 72 -13 5.9 -2.3
SFYX SoFi Next 500 ETF 1.8 0 59 3.6 -4.6
NIXT Research Affiliates Deletions ETF 1.8 9 50 3.8 -4.3
RITA ETFB Green SRI REITs ETF 1.7 50 9 2.4 -5.8
VFMV Vanguard U.S. Minimum Volatility ETF 1.7 13 46 5.5 -2.7
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.6 35 24 10.9 +2.8
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 1.6 80 -21 5.7 -2.5
EPP iShares MSCI Pacific ex-Japan ETF 1.6 47 12 5.7 -2.4
NUMV Nuveen ESG Mid-Cap Value ETF 1.6 31 28 6.4 -1.8
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 1.6 19 40 6.3 -1.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.6 29 30 7.4 -0.7
BDIV AAM Brentview Dividend Growth ETF 1.6 49 10 4.3 -3.8
NUSC Nuveen ESG Small-Cap ETF 1.6 31 28 5.3 -2.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.5 7 52 6.2 -1.9
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.5 35 24 5.7 -2.4
FID First Trust S&P International Dividend Aristocrats ETF 1.5 60 -1 9.1 +0.9
IWS iShares Russell Mid-Cap Value ETF 1.4 23 36 6.5 -1.6
ICAP InfraCap Equity Income Fund ETF 1.4 171 -112 5.2 -2.9
DWX SPDR S&P International Dividend ETF 1.4 45 14 6.6 -1.6
FNK First Trust Mid Cap Value AlphaDEX Fund 1.4 70 -11 12.3 +4.1
ROSC Hartford Multifactor Small Cap ETF 1.4 34 25 9.0 +0.8
VOT Vanguard Mid-Cap Growth ETF 1.4 7 52 3.7 -4.4
CVY Invesco Zacks Multi-Asset Income ETF 1.4 106 -47 10.9 +2.8
JVAL JPMorgan U.S. Value Factor ETF 1.4 12 47 8.5 +0.4
USMF WisdomTree U.S. Multifactor Fund 1.4 28 31 6.7 -1.4
FYT First Trust Small Cap Value AlphaDEX Fund 1.4 73 -14 9.9 +1.8
XMVM Invesco S&P MidCap Value with Momentum ETF 1.3 39 20 9.7 +1.6
SPYD SPDR Portfolio S&P 500 High Dividend ETF 1.3 7 52 8.2 +0.1
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.3 79 -20 5.2 -2.9
SFYF SoFi Social 50 ETF 1.3 29 30 0.0 -8.1
VB Vanguard Small-Cap ETF 1.3 5 54 5.7 -2.4
FNDA Schwab Fundamental US Small Co. Index ETF 1.3 25 34 6.6 -1.6
FUNL CornerCap Fundametrics Large-Cap ETF 1.3 50 9 7.3 -0.8
VXF Vanguard Extended Market ETF 1.2 6 53 4.5 -3.6
EQAL Invesco Russell 1000 Equal Weight ETF 1.2 20 39 6.6 -1.6
ISCB iShares Morningstar Small-Cap ETF 1.2 4 55 5.6 -2.5
OSCV Opus Small Cap Value ETF 1.2 79 -20 6.7 -1.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.2 24 35 7.6 -0.5
DEW WisdomTree Global High Dividend Fund 1.2 58 1 7.7 -0.4
EWUS iShares MSCI United Kingdom Small Cap ETF 1.2 59 0 7.4 -0.7
FDEV Fidelity International Multifactor ETF 1.2 18 41 7.7 -0.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.1 70 -11 4.4 -3.8
IWN iShares Russell 2000 Value ETF 1.1 24 35 5.8 -2.4
IMCV iShares Morningstar Mid-Cap Value ETF 1.1 6 53 7.9 -0.3
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.1 30 29 7.9 -0.2
AGNG Global X Aging Population ETF 1.1 50 9 4.2 -4.0
VTWV Vanguard Russell 2000 Value ETF 1.1 15 44 5.9 -2.2
BGIG Bahl & Gaynor Income Growth ETF 1.1 45 14 5.4 -2.7
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.1 25 34 4.9 -3.3
SPLV Invesco S&P 500 Low Volatility ETF 1.1 25 34 4.8 -3.3
SMDV ProShares Russell 2000 Dividend Growers ETF 1.1 40 19 7.0 -1.1
IWR iShares Russell Midcap ETF 1.1 19 40 5.8 -2.4
STXK Strive Small-Cap ETF 1.1 18 41 5.5 -2.7
ALTL Pacer Lunt Large Cap Alternator ETF 1.1 60 -1 4.6 -3.6
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 1.0 12 47 6.2 -2.0
FLDZ RiverNorth Patriot ETF 1.0 75 -16 5.9 -2.2
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.0 39 20 5.4 -2.7
IDLV Invesco S&P International Developed Low Volatility ETF 1.0 25 34 6.3 -1.8
IJS iShares S&P Small-Cap 600 Value ETF 1.0 18 41 9.4 +1.3
SMMD iShares Russell 2500 ETF 0.9 15 44 6.2 -1.9
SLYV SPDR S&P 600 Small Cap Value ETF 0.9 15 44 9.5 +1.3
FYX First Trust Small Cap Core AlphaDEX Fund 0.9 61 -2 5.9 -2.3
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.9 15 44 9.3 +1.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.9 65 -6 3.0 -5.1
FSMD Fidelity Small-Mid Multifactor ETF 0.9 15 44 7.0 -1.1
LVHI Franklin International Low Volatility High Dividend Index ET 0.9 40 19 11.0 +2.9
SDG iShares MSCI Global Sustainable Development Goals ETF 0.9 49 10 6.0 -2.2
FNX First Trust Mid Cap Core AlphaDEX Fund 0.9 60 -1 8.2 +0.0
BLLD JPMorgan Sustainable Infrastructure ETF 0.9 49 10 4.8 -3.3
STXV Strive 1000 Value ETF 0.8 18 41 7.5 -0.7
SMLF iShares U.S. SmallCap Equity Factor ETF 0.8 15 44 6.0 -2.2
FVAL Fidelity Value Factor ETF 0.8 15 44 7.3 -0.8
REVS Columbia Research Enhanced Value ETF 0.8 19 40 7.6 -0.5
SPVM Invesco S&P 500 Value with Momentum ETF 0.8 39 20 8.5 +0.4
IWC iShares Micro-Cap ETF 0.8 60 -1 -1.1 -9.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.8 39 20 4.0 -4.1
FLRG Fidelity U.S. Multifactor ETF 0.8 15 44 7.1 -1.0
AFLG First Trust Active Factor Large Cap ETF 0.8 55 4 6.2 -2.0
IJK iShares S&P Mid-Cap 400 Growth ETF 0.7 17 42 6.0 -2.1
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.7 58 1 10.1 +2.0
EES WisdomTree U.S. SmallCap Fund 0.7 38 21 9.1 +1.0
PPIE Putnam PanAgora ESG International Equity ETF 0.7 49 10 7.8 -0.3
IMCB iShares Morningstar Mid-Cap ETF 0.7 4 55 6.0 -2.2
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.7 15 44 6.0 -2.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.7 15 44 6.0 -2.2
VO Vanguard Mid-Cap ETF 0.7 4 55 5.6 -2.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.7 9 50 4.0 -4.1
BKSE BNY Mellon US Small Cap Core Equity ETF 0.7 4 55 5.9 -2.2
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 0.7 5 54 7.1 -1.0
DIM WisdomTree International MidCap Dividend Fund 0.7 58 1 7.7 -0.4
SCHA Schwab U.S. Small-Cap ETF 0.7 4 55 5.3 -2.8
CGDG Capital Group Dividend Growers ETF 0.7 47 12 6.3 -1.8
PSC Principal U.S. Small-Cap ETF 0.7 38 21 6.9 -1.2
FAB First Trust Multi Cap Value AlphaDEX Fund 0.7 67 -8 10.1 +2.0
DTD WisdomTree U.S. Total Dividend Fund 0.7 28 31 6.2 -1.9
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.7 35 24 6.9 -1.3
AIEQ AI Powered Equity ETF 0.6 75 -16 4.1 -4.0
XJR iShares ESG Screened S&P Small-Cap ETF 0.6 12 47 6.6 -1.6
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.6 15 44 7.3 -0.8
FYC First Trust Small Cap Growth AlphaDEX Fund 0.6 71 -12 1.1 -7.1
FDRR Fidelity Dividend ETF for Rising Rates 0.6 15 44 7.6 -0.6
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.6 80 -21 9.7 +1.6
RSSL Global X Russell 2000 ETF 0.6 8 51 3.6 -4.5
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.6 12 47 8.1 -0.0
SIZE iShares MSCI USA Size Factor ETF 0.6 15 44 5.8 -2.4
RFV Invesco S&P Midcap 400 Pure Value ETF 0.6 35 24 14.1 +5.9
IJR iShares Core S&P Small Cap ETF 0.6 6 53 7.3 -0.8
EUSA iShares MSCI USA Equal Weighted ETF 0.6 9 50 6.0 -2.2
AFSM First Trust Active Factor Small Cap ETF 0.6 75 -16 7.0 -1.1
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.6 17 42 5.7 -2.5
EZM WisdomTree U.S. MidCap Fund 0.6 38 21 9.3 +1.2
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.6 3 56 7.4 -0.8
VIOO Vanguard S&P Small-Cap 600 ETF 0.6 10 49 7.2 -0.9
IWM iShares Russell 2000 ETF 0.6 19 40 3.6 -4.5
CVAR Cultivar ETF 0.6 87 -28 6.1 -2.0
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.6 15 44 10.0 +1.8
FLQL Franklin LibertyQ U.S. Equity ETF 0.5 15 44 5.7 -2.4
QDF FlexShares Quality Dividend Index Fund 0.5 37 22 6.2 -2.0
VTWO Vanguard Russell 2000 ETF 0.5 10 49 3.8 -4.3
QDEF FlexShares Quality Dividend Defensive Index Fund 0.5 37 22 5.9 -2.2
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 0.5 50 9 8.3 +0.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.5 12 47 5.1 -3.0
IPAC iShares Core MSCI Pacific ETF 0.5 9 50 7.1 -1.0
SCHV Schwab U.S. Large-Cap Value ETF 0.5 4 55 6.8 -1.3
DHS WisdomTree U.S. High Dividend Fund 0.5 38 21 7.8 -0.4
FMDE Fidelity Enhanced Mid Cap ETF 0.5 23 36 5.8 -2.3
ISMD Inspire Small/Mid Cap ETF 0.5 54 5 4.7 -3.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.5 25 34 5.9 -2.3
VONV Vanguard Russell 1000 Value ETF 0.5 8 51 6.6 -1.5
IWD iShares Russell 1000 Value ETF 0.5 19 40 6.5 -1.7
SVAL iShares US Small Cap Value Factor ETF 0.5 20 39 11.0 +2.9
GVUS Marketbeta Russell 1000 Value Equity ETF 0.5 12 47 6.5 -1.6
EELV Invesco S&P Emerging Markets Low Volatility ETF 0.4 29 30 8.7 +0.6
JHMM John Hancock Multifactor Mid Cap ETF 0.4 42 17 6.5 -1.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.4 20 39 5.5 -2.6
FKU First Trust United Kingdom AlphaDEX Fund 0.4 80 -21 7.9 -0.2
VPL Vanguard FTSE Pacific ETF 0.4 8 51 7.7 -0.5
SCZ iShares MSCI EAFE Small-Cap ETF 0.4 40 19 7.4 -0.8
RFDA RiverFront Dynamic US Dividend Advantage ETF 0.4 52 7 6.5 -1.6
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.4 15 44 5.8 -2.3
JPIN J.P. Morgan Diversified Return International Equity ETF 0.4 37 22 8.9 +0.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.4 9 50 6.1 -2.0
ETHO Etho Climate Leadership U.S. ETF 0.4 47 12 5.5 -2.6
RWK Invesco S&P MidCap 400 Revenue ETF 0.4 39 20 10.2 +2.0
DLN WisdomTree U.S. LargeCap Dividend Fund 0.4 28 31 5.9 -2.2
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.4 70 -11 9.8 +1.7
AIA iShares Asia 50 ETF 0.4 50 9 14.7 +6.6
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.4 20 39 7.4 -0.8
FLAX Franklin FTSE Asia Ex Japan ETF 0.4 19 40 10.8 +2.7
KLMT Invesco MSCI Global Climate 500 ETF 0.4 10 49 6.1 -2.1
ISCG iShares Morningstar Small-Cap Growth ETF 0.4 6 53 2.7 -5.4
PRF Invesco FTSE RAFI US 1000 ETF 0.4 39 20 7.0 -1.2
VLU SPDR S&P 1500 Value Tilt ETF 0.4 12 47 7.2 -1.0
FIVA Fidelity International Value Factor ETF 0.4 18 41 10.5 +2.4
IUSV iShares Core S&P US Value ETF 0.4 4 55 6.5 -1.7
BIBL Inspire 100 ETF 0.4 35 24 4.7 -3.5
IYF iShares U.S. Financials ETF 0.4 40 19 6.6 -1.5
ESIX SPDR S&P SmallCap 600 ESG ETF 0.4 12 47 5.9 -2.3
VWID Virtus WMC International Dividend ETF 0.4 49 10 8.8 +0.7
VFH Vanguard Financials ETF 0.4 10 49 6.6 -1.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.4 15 44 4.3 -3.9
FNCL Fidelity MSCI Financials Index ETF 0.4 8 51 6.6 -1.6
DMXF iShares ESG Advanced MSCI EAFE ETF 0.4 12 47 5.8 -2.4
IEUS iShares MSCI Europe Small-Cap ETF 0.4 42 17 7.2 -1.0
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.4 49 10 7.3 -0.8
IMCG iShares Morningstar Mid-Cap Growth ETF 0.4 6 53 4.1 -4.0
PTL Inspire 500 ETF 0.4 9 50 5.4 -2.7
ROUS Hartford Multifactor US Equity ETF 0.4 19 40 7.2 -0.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.3 14 45 5.2 -2.9
ONEO SPDR Russell 1000 Momentum Focus ETF 0.3 20 39 6.8 -1.4
EFV iShares MSCI EAFE Value ETF 0.3 34 25 9.4 +1.3
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.3 39 20 9.8 +1.7
RECS Columbia Research Enhanced Core ETF 0.3 15 44 6.2 -2.0
SCHC Schwab International Small-Cap Equity ETF 0.3 11 48 7.1 -1.1
DIVB iShares Core Dividend ETF 0.3 5 54 7.7 -0.5
WLDR Affinity World Leaders Equity ETF 0.3 67 -8 8.3 +0.2
FNDC Schwab Fundamental International Small Co. Index ETF 0.3 39 20 6.3 -1.9
DTH WisdomTree International High Dividend Fund 0.3 58 1 9.1 +0.9
GLBL Pacer MSCI World Industry Advantage ETF 0.3 65 -6 5.0 -3.2
BLES Inspire Global Hope ETF 0.3 61 -2 6.8 -1.3
VEGN US Vegan Climate ETF 0.3 60 -1 4.6 -3.5
IQSI IQ Candriam International Equity ETF 0.3 15 44 6.7 -1.5
FBCV Fidelity Blue Chip Value ETF 0.3 59 0 7.5 -0.6
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.3 60 -1 1.2 -6.9
PFM Invesco Dividend Achievers ETF 0.3 53 6 5.3 -2.8
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.3 15 44 5.1 -3.1
SCHB Schwab U.S. Broad Market ETF 0.3 3 56 5.3 -2.8
ESGV Vanguard ESG U.S. Stock ETF 0.3 9 50 5.0 -3.1
DEUS Xtrackers Russell US Multifactor ETF 0.3 17 42 6.9 -1.2
FELV Fidelity Enhanced Large Cap Value ETF 0.3 18 41 6.8 -1.3
GSPY Gotham Enhanced 500 ETF 0.2 50 9 5.5 -2.7
VTI Vanguard Total Stock Market ETF 0.2 3 56 5.2 -3.0
SCHK Schwab 1000 Index ETF 0.2 5 54 5.3 -2.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.2 3 56 5.2 -3.0
SCHX Schwab U.S. Large-Cap ETF 0.2 3 56 5.3 -2.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.2 10 49 5.4 -2.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.2 11 48 5.2 -2.9
VTHR Vanguard Russell 3000 ETF 0.2 10 49 5.2 -3.0
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 34 7.3 -0.9
IWV iShares Russell 3000 ETF 0.2 20 39 5.0 -3.1
IJT iShares S&P Small-Cap 600 Growth ETF 0.2 18 41 5.1 -3.1
ILCV iShares Morningstar Value ETF 0.2 4 55 6.7 -1.5
OPTZ Optimize Strategy Index ETF 0.2 50 9 5.3 -2.8
DEM WisdomTree Emerging Markets High Dividend Fund 0.2 63 -4 13.6 +5.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.2 29 30 6.4 -1.7
VONE Vanguard Russell 1000 ETF 0.2 8 51 5.3 -2.9
IWB iShares Russell 1000 ETF 0.2 15 44 5.2 -3.0
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.2 15 44 5.3 -2.8
SLYG SPDR S&P 600 Small Cap Growth ETF 0.2 15 44 5.1 -3.0
RSP Invesco S&P 500 Equal Weight ETF 0.2 20 39 6.3 -1.8
IYY iShares Dow Jones U.S. ETF 0.2 20 39 5.1 -3.0
FQAL Fidelity Quality Factor ETF 0.2 15 44 5.9 -2.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.2 9 50 5.6 -2.6
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.2 7 52 7.0 -1.1
XMAG Defiance Large Cap ex-Mag 7 ETF 0.2 35 24 4.6 -3.5
AFK VanEck Africa Index ETF 0.2 98 -39 12.6 +4.5
IEFA iShares Core MSCI EAFE ETF 0.2 7 52 7.4 -0.8
HFXI IQ FTSE International Equity Currency Neutral ETF 0.2 20 39 7.4 -0.8
FELC Fidelity Enhanced Large Cap Core ETF 0.2 18 41 5.6 -2.5
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.2 24 35 6.4 -1.7
FDLO Fidelity Low Volatility Factor ETF 0.2 15 44 5.4 -2.8
IVE iShares S&P 500 Value ETF 0.2 18 41 6.2 -1.9
VOOV Vanguard S&P 500 Value ETF 0.2 10 49 6.3 -1.8
SPYV SPDR Portfolio S&P 500 Value ETF 0.2 4 55 6.4 -1.8
IDEV iShares Core MSCI International Developed Markets ETF 0.2 4 55 7.4 -0.8
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.2 3 56 5.5 -2.7
INRO iShares U.S. Industry Rotation Active ETF 0.2 42 17 4.1 -4.0
JHML John Hancock Multifactor Large Cap ETF 0.2 29 30 5.6 -2.5
VT Vanguard Total World Stock ETF 0.2 7 52 6.3 -1.9
FESM Fidelity Enhanced Small Cap ETF 0.2 28 31 3.8 -4.3
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.2 14 45 6.0 -2.1
VSGX Vanguard ESG International Stock ETF 0.2 12 47 8.2 +0.0
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.2 20 39 6.6 -1.5
VEA Vanguard FTSE Developed Markets ETF 0.2 5 54 7.6 -0.6
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.2 70 -11 7.8 -0.4
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.2 45 14 9.3 +1.2
GSID Goldman Sachs MarketBeta International Equity ETF 0.2 20 39 7.1 -1.0
KOKU Xtrackers MSCI Kokusai Equity ETF 0.2 9 50 5.5 -2.7
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.2 64 -5 2.4 -5.7
KLMN Invesco MSCI North America Climate ETF 0.2 9 50 5.3 -2.9
EFA iShares MSCI EAFE ETF 0.2 35 24 7.0 -1.1
FNDX Schwab Fundamental US Large Co. Index ETF 0.2 25 34 7.4 -0.8
LQPE PEO AlphaQuest Thematic PE ETF 0.2 125 -66 6.9 -1.3
SCHF Schwab International Equity ETF 0.2 6 53 7.7 -0.4
TOK iShares MSCI Kokusai ETF 0.2 26 33 5.2 -3.0
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.2 36 23 6.9 -1.2
PBUS Invesco MSCI USA ETF 0.2 4 55 5.2 -2.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.2 70 -11 2.8 -5.4
VOE Vanguard Mid-Cap Value ETF 0.2 7 52 7.2 -0.9
URTH iShares MSCI World ETF 0.2 24 35 5.5 -2.7
ILCB iShares Morningstar U.S. Equity ETF 0.2 3 56 5.2 -2.9
BKIE BNY Mellon International Equity ETF 0.2 4 55 7.3 -0.8
SPXT ProShares S&P 500 Ex-Technology ETF 0.2 9 50 5.6 -2.6
SFY SoFi Select 500 ETF 0.1 0 59 4.8 -3.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.1 8 51 5.3 -2.9
VTV Vanguard Value ETF 0.1 4 55 6.9 -1.2
ACWI iShares MSCI ACWI ETF 0.1 32 27 6.0 -2.2
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 3 56 7.5 -0.6
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.1 39 20 10.3 +2.1
DWM WisdomTree International Equity Fund 0.1 48 11 7.7 -0.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.1 7 52 5.2 -2.9
VXUS Vanguard Total International Stock ETF 0.1 7 52 8.3 +0.2
IXUS iShares Core MSCI Total International Stock ETF 0.1 7 52 8.3 +0.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.1 2 57 5.3 -2.9
VOTE TCW Transform 500 ETF 0.1 5 54 5.2 -2.9
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.1 40 19 7.5 -0.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.1 20 39 6.0 -2.1
QVML Invesco S&P 500 QVM Multi-factor ETF 0.1 11 48 5.4 -2.8
VEU Vanguard FTSE All-World ex-US Index Fund 0.1 8 51 8.5 +0.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.1 10 49 4.2 -4.0
SPXV ProShares S&P 500 Ex-Health Care ETF 0.1 9 50 4.4 -3.7
FENI Fidelity Enhanced International ETF 0.1 28 31 7.0 -1.1
JMOM JPMorgan U.S. Momentum Factor ETF 0.1 12 47 4.8 -3.4
JHMD John Hancock Multifactor Developed International ETF 0.1 39 20 7.8 -0.4
HLGE Hartford Longevity Economy ETF 0.1 44 15 5.5 -2.6
VV Vanguard Large-Cap ETF 0.1 4 55 5.2 -2.9
XVV iShares ESG Screened S&P 500 ETF 0.1 8 51 5.1 -3.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 20 7.0 -1.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.1 7 52 5.2 -3.0
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 50 4.7 -3.4
CATH Global X S&P 500 Catholic Values Custom ETF 0.1 29 30 5.1 -3.0
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.1 20 39 5.0 -3.1
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.1 12 47 4.5 -3.6
IVV iShares Core S&P 500 ETF 0.1 3 56 5.3 -2.9
SPLG SPDR Portfolio S&P 500 ETF 0.1 2 57 5.3 -2.8
VOO Vanguard S&P 500 ETF 0.1 3 56 5.3 -2.8
VUG Vanguard Growth ETF 0.1 4 55 4.3 -3.8
SPY SPDR S&P 500 ETF Trust 0.1 9 50 5.2 -2.9
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 34 25 8.1 0.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1 9 50 6.1 -2.1
STRV Strive 500 ETF 0.1 5 54 5.2 -3.0
BKLC BNY Mellon US Large Cap Core Equity ETF 0.1 0 59 5.3 -2.9
IQLT iShares MSCI Intl Quality Factor ETF 0.1 30 29 6.3 -1.8
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 29 8.2 +0.1
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.1 18 41 8.1 -0.0
RVRB Reverb ETF 0.1 30 29 3.7 -4.4
PXH Invesco FTSE RAFI Emerging Markets ETF 0.1 49 10 16.7 +8.5
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.1 41 18 7.1 -1.0
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.1 39 20 8.3 +0.2
APUE ActivePassive U.S. Equity ETF 0.1 45 14 4.9 -3.2
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 34 7.5 -0.7
EPS WisdomTree U.S. LargeCap Fund 0.1 8 51 6.1 -2.0
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 17 5.4 -2.7
JIRE JPMorgan International Research Enhanced Equity ETF 0.1 24 35 7.4 -0.8
ILCG iShares Morningstar Growth ETF 0.1 4 55 4.1 -4.0
QUS SPDR MSCI USA StrategicFactors ETF 0.1 15 44 5.8 -2.3
USXF iShares ESG Advanced MSCI USA ETF 0.1 10 49 4.9 -3.2
SHUS Syntax Stratified U.S. Total Market Hedged ETF 0.1 65 -6 5.4 -2.8
SSPY Syntax Stratified LargeCap ETF 0.1 30 29 6.6 -1.6
JQUA JPMorgan U.S. Quality Factor ETF 0.1 12 47 6.0 -2.2
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 29 5.9 -2.2
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.1 35 24 5.9 -2.3
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.1 30 29 7.3 -0.9
ONEQ Fidelity Nasdaq Composite Index ETF 0.1 21 38 4.3 -3.9
RAFE PIMCO RAFI ESG U.S. ETF 0.1 29 30 7.3 -0.8
HKND Humankind US Stock ETF 0.0 11 48 7.5 -0.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.0 25 34 6.0 -2.1
IUSG iShares Core S&P U.S. Growth ETF 0.0 4 55 4.7 -3.4
SHE SPDR MSCI USA Gender Diversity ETF 0.0 20 39 5.2 -2.9
IEUR iShares Core MSCI Europe ETF 0.0 11 48 7.4 -0.7
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 34 10.1 +2.0
XCNY SPDR S&P Emerging Markets ex-China ETF 0.0 15 44 0.0 -8.1
SPEU SPDR Portfolio Europe ETF 0.0 7 52 7.5 -0.7
VGK Vanguard FTSE Europe ETF 0.0 11 48 7.5 -0.7
RWL Invesco S&P 500 Revenue ETF 0.0 39 20 7.0 -1.1
IMFL Invesco International Developed Dynamic Multifactor ETF 0.0 34 25 6.2 -2.0
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.0 50 9 11.6 +3.4
SCHE Schwab Emerging Markets Equity ETF 0.0 11 48 11.6 +3.4
ACVF American Conservative Values ETF 0.0 75 -16 4.5 -3.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.0 19 40 6.5 -1.6
VWO Vanguard FTSE Emerging Markets ETF 0.0 8 51 10.9 +2.7
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 50 10.9 +2.8
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.0 59 0 13.7 +5.5
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 52 10.9 +2.8

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 10.6 %
Divided by: Fwd. P/BV 1.2 x
Less: Expense ratio 59 bp
Equals: ALTAR Score 8.1 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.61 CATEGORY
AVERAGE		 1.58
 
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.