Tortoise Nuclear Renaissance ETF
ALTAR
Score™		 0.8% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 50.8x P/Sales
ratio		 4.4x
P/BV
ratio		 5.7x Div.
yield		 1.2%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The Tortoise Nuclear Renaissance ETF seeks to provide investment results that correspond to the performance of companies involved in the nuclear energy industry, including those engaged in the development, production, and conservation of nuclear energy.

FUND BASICS
Category US Equities
Fund Sponsor Tortoise
Website tortoisecapital.com/etf/tortoise-nuclear-renaissance-etf/#overview
Inception date Dec 16, 2025
Assets (mns) $2
Currency USD
Expense ratio 75 bp
Distributions

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting
Index replication
Uses derivatives No
Options available No

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 23
Wgt avg mkt cap (mns) $29,297
Large cap (>$10bn) 0.0%
Mid cap ($2-10bn) 0.0%
Small cap (<$2bn) 0.0%
Developed mkts 0.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
BWX TECHNOLOGIES, INC. 8.9 %
CURTISS-WRIGHT CORP 8.7 %
CONSTELLATION ENERGY CORPORATION 7.7 %
CAMECO CORP 7.6 %
DOOSAN HEAVY INDUSTRIES 6.6 %
MIRION TECHNOLOGIES, INC. CLASS A 6.5 %
TALEN ENERGY CORP 6.1 %
VISTRA ENERGY CORP. 6.0 %
FORTUM OYJ 5.8 %
PUBLIC SERVICE ENTERPRISE GP 5.3 %
Total 69.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 62.9 %
CANADA 14.5 %
SOUTH KOREA 7.3 %
BRITAIN 4.8 %
FINLAND 4.5 %
KAZAKHSTAN 0.0 %





HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
12.7% -- -- -- 12.7%

Market Correlations
versus... Beta R-squared
S&P500 -- --
MSCI EAFE -- --
MSCI Emg. Mkts. -- --

Technical Indicators
Recent close $25.42
30d moving avg. $27.25
Annualized volatility 0.0%
Short interest (ETF) 0.0%
Relative strength (RSI) 43

Liquidity measures
Avg. volume (thou.) 2
Turnover 2.5%
Bid/Ask (% of price) 0.53%
ADV underlying (mns) $0

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 682 potential alternatives to the Tortoise Nuclear Renaissance ETF ETF based on the alternatives' overlap in portfolio holdings with TNUK. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: TNUK Expense: 75 bp ALTAR Score™: 0.8%


ALTERNATIVE ETFs BASED ON OVERLAP WITH TNUK
Ticker Fund
Name		 Overlap1
vs TNUK
(%)		 Expense
ratio
(bp)		 Savings
vs TNUK
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs TNUK
(%)
NUKZ Range Nuclear Renaissance Index ETF 35.1 85 -10 1.3 +0.5
URAN Themes Uranium & Nuclear ETF 33.1 35 40 1.0 +0.2
URA Global X Uranium ETF 22.7 69 6 0.8 0.0
AIPO Defiance AI & Power Infrastructure ETF 19.8 69 6 0.7 -0.1
FTWO Strive FAANG 2.0 ETF 18.7 49 26 3.9 +3.1
FUTY Fidelity MSCI Utilities Index ETF 14.5 8 67 4.9 +4.1
NETZ TCW Transform Systems ETF 14.4 75 0 1.3 +0.5
UTES Virtus Reaves Utilities ETF 13.7 49 26 3.7 +2.9
XLU Utilities Select Sector SPDR 12.4 8 67 4.8 +4.0
VPU Vanguard Utilities ETF 11.7 9 66 4.9 +4.1
ZAP Global X U.S. Electrification ETF 11.0 50 25 3.3 +2.6
IDU iShares U.S. Utilities ETF 10.9 40 35 4.4 +3.6
SCDV Bahl & Gaynor Small Cap Dividend ETF 10.4 70 5 4.0 +3.2
CCSO Carbon Collective Climate Solutions US Equity ETF 9.7 35 40 0.9 +0.1
PUI Invesco Dorsey Wright Utilities Momentum ETF 9.7 60 15 4.3 +3.6
RSPU Invesco S&P 500 Equal Weight Utilities ETF 9.5 40 35 5.0 +4.3
POWR iShares U.S. Power Infrastructure ETF 8.8 40 35 3.9 +3.1
QMOM Alpha Architect U.S. Quantitative Momentum ETF 8.8 39 36 1.1 +0.3
GLRY Inspire Faithward Mid Cap Momentum ETF 8.4 80 -5 3.7 +3.0
XME State Street SPDR S&P Metals & Mining ETF 8.2 35 40 5.1 +4.4
JXI iShares Global Utilities ETF 8.1 43 32 5.0 +4.3
CBSE Clough Select Equity ETF 8.1 85 -10 0.3 -0.4
CDIG City Different Investments Global Equity ETF 7.9 75 0 -1.6 -2.3
GRNJ Fundstrat Granny Shts US Sm- &Mid-CapETF 7.9 75 0 1.8 +1.1
CSD Invesco S&P Spin-Off ETF 7.7 65 10 3.5 +2.7
TCAI Tortoise AI Infrastructure ETF 7.3 65 10 1.2 +0.4
GPT Intelligent Alpha Atlas ETF 7.3 69 6 6.1 +5.3
XAR State Street SPDR S&P Aerospace & Defense ETF 7.0 35 40 1.7 +1.0
VCLN Virtus Duff & Phelps Clean Energy ETF 6.4 59 16 2.1 +1.4
FPWR First Trust EIP Power Solutions ETF 6.4 96 -21 4.2 +3.5
CSMD Congress SMid Growth ETF 6.3 69 6 3.6 +2.8
SRVR Pacer Data & Infrastructure Real Estate ETF 6.3 55 20 3.7 +2.9
SMAP Amplify Small-Mid Cap Equity ETF 6.2 60 15 4.5 +3.8
LOUP Innovator Deepwater Frontier Tech ETF 6.0 70 5 0.9 +0.1
AFOS ARS Focused Opportunities Strategy ETF 5.8 45 30 2.0 +1.2
XMMO Invesco S&P MidCap Momentum ETF 5.6 34 41 3.3 +2.6
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 5.5 75 0 5.9 +5.2
IFRA iShares U.S. Infrastructure ETF 5.5 30 45 5.5 +4.8
VOLT Tema Electrification ETF 5.4 75 0 2.3 +1.6
FPX First Trust US Equity Opportunities ETF 5.3 61 14 0.8 +0.0
SAMM Strategas Macro Momentum ETF 5.1 66 9 3.7 +3.0
ARKQ ARK Autonomous Technology & Robotics ETF 5.1 75 0 0.8 +0.1
RBLD First Trust Alerian US NextGen Infrastructure ETF 4.9 65 10 3.8 +3.1
GII SPDR S&P Global Infrastructure ETF 4.7 40 35 4.2 +3.4
IGF iShares Global Infrastructure ETF 4.7 41 34 4.1 +3.4
FMKT The Free Markets ETF 4.5 76 -1 4.0 +3.3
GRNY Fundstrat Granny Shots US Large Cap ETF 4.5 75 0 2.1 +1.4
EIPI FT Energy Income Partners Enhanced Income ETF 4.5 110 -35 5.2 +4.5
INFL Horizon Kinetics Inflation Beneficiaries ETF 4.4 85 -10 2.7 +1.9
CNRG State Street SPDR S&P Kensho Clean Power ETF 4.4 45 30 -0.1 -0.8
MDCP VictoryShares THB Mid Cap ESG ETF 4.4 55 20 4.7 +4.0
PXI Invesco Dorsey Wright Energy Momentum ETF 4.3 60 15 5.1 +4.3
EFNL iShares MSCI Finland ETF 4.3 56 19 5.4 +4.6
NBDS Neuberger Berman Disrupters ETF 4.2 55 20 0.7 -0.0
LVDS JPMorgan Fundamental Data Science Large Value ETF 4.1 49 26 4.9 +4.2
SHLD Global X Defense Tech ETF 4.1 50 25 3.0 +2.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 4.0 60 15 6.7 +5.9
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 4.0 60 15 4.1 +3.3
POW VistaShares Electrification Supercycle ETF 3.9 75 0 1.8 +1.1
VOT Vanguard Mid-Cap Growth ETF 3.9 7 68 3.1 +2.3
ITA iShares U.S. Aerospace & Defense ETF 3.8 40 35 1.5 +0.8
FTC First Trust Large Cap Growth AlphaDEX Fund 3.8 59 16 1.8 +1.0
RUNN Running Oak Efficient Growth ETF 3.7 58 17 4.9 +4.2
IVES Wedbush ETFMG Global Cloud Technology ETF 3.6 68 7 3.5 +2.8
EIPX FT Energy Income Partners Strategy ETF 3.5 95 -20 5.6 +4.9
YNOT Horizon Digital Frontier ETF 3.4 75 0 2.4 +1.7
IQM Franklin Intelligent Machines ETF 3.4 50 25 1.0 +0.3
RPG Invesco S&P 500 Pure Growth ETF 3.4 35 40 2.5 +1.8
MISL First Trust Indxx Aerospace & Defense ETF 3.4 60 15 1.7 +1.0
SETM Sprott Energy Transition Materials ETF 3.3 65 10 1.6 +0.8
FXU First Trust Utilities AlphaDEX Fund 3.3 64 11 5.3 +4.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 3.3 18 57 5.1 +4.4
HYP Golden Eagle Dynamic Hypergrowth ETF 3.3 85 -10 -0.8 -1.5
AIRR First Trust RBA American Industrial Renaissance ETF 3.2 70 5 3.5 +2.7
VIS Vanguard Industrials ETF 3.2 9 66 3.7 +2.9
TAX Cambria Tax Aware ETF 3.2 49 26 4.2 +3.4
FSST Fidelity Sustainable U.S. Equity ETF 3.2 59 16 3.4 +2.7
FIDU Fidelity MSCI Industrial Index ETF 3.2 8 67 3.6 +2.9
EMLP First Trust North American Energy Infrastructure Fund 3.2 95 -20 4.5 +3.8
BAI iShares AI Innovation and Tech Active ETF 3.1 55 20 0.9 +0.1
MID American Century Mid Cap Growth Impact ETF 3.1 45 30 3.0 +2.3
IYJ iShares U.S. Industrials ETF 3.1 40 35 4.1 +3.3
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 3.1 59 16 2.8 +2.0
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 3.0 61 14 6.1 +5.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 2.9 47 28 4.9 +4.1
IJK iShares S&P Mid-Cap 400 Growth ETF 2.8 17 58 4.1 +3.3
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 2.8 15 60 4.1 +3.4
PPA Invesco Aerospace & Defense ETF 2.8 58 17 1.8 +1.1
TRFM AAM Transformers ETF 2.8 49 26 1.0 +0.2
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.7 10 65 4.1 +3.4
EXI iShares Global Industrials ETF 2.7 42 33 3.6 +2.8
PDP Invesco Dorsey Wright Momentum ETF 2.6 62 13 1.5 +0.7
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.6 95 -20 -0.5 -1.3
NATO Themes Transatlantic Defense ETF 2.6 35 40 1.9 +1.1
XLI Industrial Select Sector SPDR 2.5 8 67 3.7 +2.9
PSCT Invesco S&P SmallCap Information Technology ETF 2.5 29 46 3.0 +2.3
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 2.5 49 26 6.4 +5.7
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.5 75 0 1.9 +1.2
MTUM iShares MSCI USA Momentum Factor ETF 2.4 15 60 2.3 +1.6
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.4 20 55 4.0 +3.3
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.3 60 15 1.1 +0.4
SPHB Invesco S&P 500 High Beta ETF 2.3 25 50 3.7 +2.9
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.3 35 40 4.4 +3.7
FRNW Fidelity Clean Energy ETF 2.2 39 36 1.6 +0.9
GGRW Gabelli Growth Innovators ETF 2.2 90 -15 2.0 +1.2
GK AdvisorShares Gerber Kawasaki ETF 2.2 75 0 1.4 +0.6
RAYD Rayliant Quantitative Developed Market Equity ETF 2.2 80 -5 3.6 +2.9
RDVY First Trust Rising Dividend Achievers ETF 2.2 50 25 5.1 +4.4
ETEC iShares Breakthrough Environmental Solutions ETF 2.2 47 28 2.6 +1.9
CAML Congress Large Cap Growth ETF 2.2 66 9 2.3 +1.6
DARP Grizzle Growth ETF 2.2 75 0 1.6 +0.8
AIS VistaShares Artificial Intelligence Supercycle ETF 2.2 75 0 0.9 +0.1
LOGO Alpha Brands Consumption Leaders ETF 2.2 69 6 2.5 +1.7
SPIT F/m Emerald Special Situations ETF 2.2 105 -30 -0.7 -1.5
ROKT State Street SPDR S&P Kensho Final Frontiers ETF 2.2 45 30 0.7 -0.0
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 2.2 12 63 5.6 +4.9
FFOX FundX Future Fund Opportunities ETF 2.2 100 -25 2.5 +1.8
FAN First Trust Global Wind Energy ETF 2.2 60 15 2.6 +1.9
ICAP InfraCap Equity Income Fund ETF 2.2 171 -96 4.5 +3.7
XMHQ Invesco S&P MidCap Quality ETF 2.1 25 50 6.0 +5.3
PKB Invesco Building & Construction ETF 2.1 62 13 3.6 +2.9
FIW First Trust Water ETF 2.1 53 22 5.3 +4.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.1 64 11 1.2 +0.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.1 60 15 6.0 +5.3
HGRO Hedgeye Quality Growth ETF 2.1 70 5 3.2 +2.5
SRHQ SRH U.S. Quality ETF 2.1 35 40 6.4 +5.6
ABFL Abacus FCF Leaders ETF 2.1 59 16 3.7 +2.9
EWC iShares MSCI Canada ETF 2.1 50 25 5.0 +4.3
PTL Inspire 500 ETF 2.1 9 66 4.4 +3.6
GURU Global X Guru Index ETF 2.1 75 0 2.4 +1.6
VO Vanguard Mid-Cap ETF 2.0 4 71 21.2 +20.5
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 2.0 60 15 -0.9 -1.7
NULG Nuveen ESG Large-Cap Growth ETF 2.0 26 49 2.8 +2.0
SMOX Horizon Small/Mid Cap Core Equity ETF 2.0 75 0 5.3 +4.6
ARKX ARK Space Exploration & Innovation ETF 2.0 75 0 -0.0 -0.8
IWP iShares Russell Mid-Cap Growth ETF 2.0 23 52 2.9 +2.1
STXM Strive Mid-Cap ETF 2.0 18 57 5.8 +5.0
BDIV AAM Brentview Dividend Growth ETF 2.0 49 26 3.6 +2.9
RW Rainwater Equity ETF 1.9 125 -50 3.0 +2.2
FLDZ RiverNorth Patriot ETF 1.9 75 0 5.6 +4.9
WUGI AXS Esoterica NextG Economy ETF 1.9 75 0 1.4 +0.7
IPAV Global X Infrastructure Development ex-U.S. ETF 1.9 55 20 5.5 +4.8
FLKR Franklin FTSE South Korea ETF 1.9 9 66 4.0 +3.2
ARTY iShares Future AI & Tech ETF 1.8 47 28 2.5 +1.7
GVIP Goldman Sachs Hedge Industry VIP ETF 1.8 45 30 2.3 +1.6
FFLC Fidelity Fundamental Large Cap Core ETF 1.8 38 37 3.8 +3.0
SPDV AAM S&P 500 High Dividend Value ETF 1.8 29 46 10.9 +10.1
IMCG iShares Morningstar Mid-Cap Growth ETF 1.8 6 69 3.4 +2.6
VFMO Vanguard U.S. Momentum Factor ETF 1.8 13 62 1.7 +0.9
RGEF Rockefeller Global Equity ETF 1.8 55 20 3.7 +3.0
FSGS First Trust SMID Growth Strength ETF 1.8 60 15 4.9 +4.2
FLCA Franklin FTSE Canada ETF 1.8 9 66 5.4 +4.7
IQRA IQ CBRE Real Assets ETF 1.8 65 10 5.7 +5.0
FCPI Fidelity Stocks for Inflation ETF 1.8 15 60 5.8 +5.0
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.8 60 15 4.2 +3.4
VBK Vanguard Small-Cap Growth ETF 1.8 7 68 1.2 +0.5
CRTC Xtrackers US National Critical Technologies ETF 1.8 35 40 4.1 +3.4
FEX First Trust Large Cap Core AlphaDEX Fund 1.7 59 16 5.0 +4.2
EWY iShares MSCI South Korea ETF 1.7 58 17 3.0 +2.2
QDF FlexShares Quality Dividend Index Fund 1.7 37 38 5.3 +4.5
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.7 52 23 5.0 +4.2
SPHQ Invesco S&P 500 Quality ETF 1.7 15 60 4.5 +3.8
LIVR Intelligent Livermore ETF 1.6 69 6 2.9 +2.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.6 15 60 2.9 +2.2
SAGP Strategas Global Policy Opportunities ETF 1.6 65 10 4.8 +4.1
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.6 75 0 4.0 +3.3
DGLO First Trust RBA Deglobalization ETF 1.6 70 5 5.4 +4.7
FDMO Fidelity Momentum Factor ETF 1.6 15 60 2.4 +1.7
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.5 58 17 5.0 +4.2
ILCG iShares Morningstar Growth ETF 1.5 4 71 3.0 +2.2
JMOM JPMorgan U.S. Momentum Factor ETF 1.5 12 63 3.3 +2.6
MDY SPDR S&P Midcap 400 ETF Trust 1.5 23 52 5.9 +5.2
GEW Cambria Global EW ETF 1.5 29 46 5.4 +4.6
JHID John Hancock International High Dividend ETF 1.5 46 29 7.7 +6.9
AFMC First Trust Active Factor Mid Cap ETF 1.5 65 10 7.0 +6.3
EEMO Invesco S&P Emerging Markets Momentum ETF 1.5 29 46 6.3 +5.6
QGRW WisdomTree U.S. Quality Growth Fund 1.5 28 47 2.7 +2.0
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 1.5 58 17 7.3 +6.5
WOMN Impact Shares YWCA Women's Empowerment ETF 1.5 75 0 4.8 +4.0
EV Mast Global Battery Recycling & Production ETF 1.5 65 10 6.3 +5.5
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.4 3 72 6.1 +5.4
IJH iShares Core S&P Mid-Cap ETF 1.4 5 70 6.1 +5.4
IXC iShares Global Energy ETF 1.4 44 31 7.1 +6.3
FDWM Fidelity Women's Leadership ETF 1.4 59 16 3.8 +3.0
TEXN iShares Texas Equity ETF 1.4 20 55 4.9 +4.2
NULC Nuveen ESG Large-Cap ETF 1.4 21 54 3.9 +3.2
IVOO Vanguard S&P Mid-Cap 400 ETF 1.4 7 68 6.1 +5.4
TXS Texas Capital Texas Equity Index ETF 1.4 49 26 5.0 +4.2
BBCA JPMorgan BetaBuilders Canada ETF 1.4 19 56 5.3 +4.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.4 14 61 4.1 +3.4
AVUQ Avantis U.S. Quality ETF 1.3 15 60 3.5 +2.7
RSPN Invesco S&P 500 Equal Weight Industrials ETF 1.3 40 35 4.5 +3.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.3 9 66 5.2 +4.5
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.3 20 55 4.3 +3.5
HAPI Harbor Human Capital Factor US Large Cap ETF 1.3 36 39 4.1 +3.3
IWFG IQ Winslow Focused Large Cap Growth ETF 1.3 65 10 2.1 +1.3
MGK Vanguard Mega Cap Growth ETF 1.3 7 68 16.4 +15.6
MAGA Point Bridge America First ETF 1.3 72 3 5.3 +4.5
IUSG iShares Core S&P U.S. Growth ETF 1.3 4 71 3.0 +2.3
NANR SPDR S&P North American Natural Resources ETF 1.3 35 40 6.2 +5.5
EUSA iShares MSCI USA Equal Weighted ETF 1.3 9 66 5.5 +4.8
JGRO JPMorgan Active Growth ETF 1.3 44 31 2.3 +1.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.3 15 60 6.1 +5.4
AZTD Aztlan Global Stock Selection DM SMID ETF 1.3 75 0 4.1 +3.4
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.3 25 50 4.1 +3.3
USXF iShares ESG Advanced MSCI USA ETF 1.2 10 65 3.7 +3.0
VOOG Vanguard S&P 500 Growth ETF 1.2 7 68 18.0 +17.2
XMAG Defiance Large Cap ex-Mag 7 ETF 1.2 35 40 4.3 +3.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.2 4 71 5.6 +4.9
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.2 35 40 6.4 +5.6
IWR iShares Russell Midcap ETF 1.2 19 56 5.4 +4.6
SIZE iShares MSCI USA Size Factor ETF 1.2 15 60 5.5 +4.7
SSPY Syntax Stratified LargeCap ETF 1.2 30 45 6.1 +5.3
FMDE Fidelity Enhanced Mid Cap ETF 1.2 23 52 5.4 +4.7
TPHD Timothy Plan High Dividend Stock ETF 1.2 52 23 6.1 +5.3
IVW iShares S&P 500 Growth ETF 1.2 18 57 2.8 +2.1
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.2 4 71 3.0 +2.2
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.2 52 23 5.1 +4.4
PSC Principal U.S. Small-Cap ETF 1.2 38 37 3.7 +3.0
EGUS iShares ESG Aware MSCI USA Growth ETF 1.2 18 57 2.9 +2.2
VUSE Vident U.S. Equity Strategy ETF 1.2 50 25 3.7 +2.9
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.2 12 63 3.6 +2.8
LRGC AB US Large Cap Strategic Equities ETF 1.2 48 27 3.8 +3.0
XOEF iShares S&P 500 ex S&P 100 ETF 1.2 20 55 4.7 +3.9
OEI Optimized Equity Income ETF 1.2 75 0 3.5 +2.7
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.2 35 40 6.9 +6.2
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.2 38 37 6.9 +6.1
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.2 20 55 0.8 +0.0
IMCB iShares Morningstar Mid-Cap ETF 1.2 4 71 5.3 +4.5
SPMO Invesco S&P 500 Momentum ETF 1.2 13 62 3.0 +2.2
ARKK ARK Innovation ETF 1.2 75 0 -2.9 -3.7
CFA VictoryShares US 500 Volatility Wtd ETF 1.2 35 40 5.4 +4.6
VONG Vanguard Russell 1000 Growth ETF 1.2 7 68 3.4 +2.7
NACP Impact Shares NAACP Minority Empowerment ETF 1.2 49 26 3.6 +2.9
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.1 40 35 5.3 +4.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.1 7 68 5.3 +4.5
INRO iShares U.S. Industry Rotation Active ETF 1.1 42 33 3.5 +2.7
IWF iShares Russell 1000 Growth ETF 1.1 19 56 13.8 +13.1
MNZL Manzil Russell Halal USA Broad MarketETF 1.1 40 35 3.8 +3.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.1 45 30 3.5 +2.7
STXG Strive 1000 Growth ETF 1.1 18 57 3.1 +2.4
SUSA iShares MSCI USA ESG Select ETF 1.1 25 50 3.9 +3.2
OALC OneAscent Large Cap Core ETF 1.1 86 -11 3.3 +2.6
IWY iShares Russell Top 200 Growth ETF 1.1 20 55 3.4 +2.7
SMLF iShares U.S. SmallCap Equity Factor ETF 1.1 15 60 5.0 +4.2
DSPY Tema S&P 500 Historical Weight ETF 1.1 18 57 4.4 +3.6
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.1 20 55 6.1 +5.3
SWP SWP Growth & Income ETF 1.1 99 -24 4.2 +3.4
IWO iShares Russell 2000 Growth ETF 1.0 24 51 0.5 -0.3
ALTL Pacer Lunt Large Cap Alternator ETF 1.0 60 15 4.7 +4.0
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.0 35 40 3.1 +2.3
GQQQ Astoria US Quality Growth Kings ETF 1.0 35 40 3.2 +2.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.0 39 36 3.5 +2.8
AGIX KraneShares Artificial Intelligence and Technology ETF 1.0 99 -24 1.0 +0.3
SPXT ProShares S&P 500 Ex-Technology ETF 1.0 9 66 4.8 +4.1
IWS iShares Russell Mid-Cap Value ETF 1.0 23 52 6.1 +5.3
DVY iShares Select Dividend ETF 1.0 38 37 8.1 +7.4
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.0 58 17 3.3 +2.5
RNSC Furst Trust Small Cap US Equity Select ETF 1.0 60 15 4.6 +3.8
DSTL Distillate US Fundamental Stability & Value ETF 1.0 39 36 7.9 +7.2
ESGU iShares ESG Aware MSCI USA ETF 1.0 15 60 4.1 +3.3
CZA Invesco Zacks Mid-Cap ETF 1.0 72 3 6.0 +5.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.0 35 40 3.4 +2.7
VB Vanguard Small-Cap ETF 1.0 5 70 5.2 +4.5
ROE Astoria US Quality Kings ETF 1.0 49 26 5.3 +4.6
SCHM Schwab U.S. Mid-Cap ETF 1.0 4 71 5.8 +5.0
GNR SPDR S&P Global Natural Resources ETF 1.0 40 35 8.2 +7.5
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.0 54 21 5.9 +5.1
LEAD Siren DIVCON Leaders Dividend ETF 1.0 43 32 3.6 +2.8
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.0 46 29 7.4 +6.7
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.0 45 30 1.8 +1.1
NUMG Nuveen ESG Mid-Cap Growth ETF 1.0 31 44 1.8 +1.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.0 12 63 3.3 +2.6
HLAL Wahed FTSE USA Shariah ETF 0.9 50 25 3.5 +2.8
TOPC iShares S&P 500 3% Capped ETF 0.9 15 60 4.3 +3.6
SFY SoFi Select 500 ETF 0.9 0 75 3.7 +2.9
BKSE BNY Mellon US Small Cap Core Equity ETF 0.9 4 71 5.3 +4.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.9 29 46 6.4 +5.7
CATH Global X S&P 500 Catholic Values Custom ETF 0.9 29 46 3.9 +3.2
JHDV John Hancock U.S. High Dividend ETF 0.9 34 41 5.9 +5.1
XT iShares Exponential Technologies ETF 0.9 46 29 3.8 +3.1
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.9 20 55 7.4 +6.7
VXF Vanguard Extended Market ETF 0.9 5 70 3.8 +3.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.9 75 0 3.1 +2.3
XJH iShares ESG Screened S&P Mid-Cap ETF 0.9 12 63 6.0 +5.2
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.9 60 15 5.8 +5.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.9 29 46 5.6 +4.8
DFUS Dimensional U.S. Equity ETF 0.9 9 66 4.0 +3.3
ILCB iShares Morningstar U.S. Equity ETF 0.9 3 72 4.0 +3.3
SPLV Invesco S&P 500 Low Volatility ETF 0.9 25 50 5.0 +4.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 0.9 25 50 4.9 +4.2
VUG Vanguard Growth ETF 0.9 4 71 19.6 +18.8
BRIF FIS Bright Portfolios Focused Equity ETF 0.9 65 10 3.4 +2.7
TOV JLens 500 Jewish Advocacy U.S. ETF 0.9 18 57 3.9 +3.1
FLRG Fidelity U.S. Multifactor ETF 0.9 15 60 5.8 +5.0
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.9 75 0 6.3 +5.5
LRGF iShares U.S. Equity Factor ETF 0.9 8 67 4.6 +3.8
DIVG Invesco S&P 500 High Dividend Growers ETF 0.9 39 36 7.4 +6.7
VOE Vanguard Mid-Cap Value ETF 0.9 7 68 6.9 +6.1
VAMO Cambria Value & Momentum ETF 0.8 61 14 5.3 +4.5
CHRI Global X S&P 500 Christian Values ETF 0.8 29 46 3.9 +3.1
FSMD Fidelity Small-Mid Multifactor ETF 0.8 15 60 6.5 +5.7
PRXG Praxis Impact Large Cap Growth ETF 0.8 36 39 3.0 +2.2
VONE Vanguard Russell 1000 ETF 0.8 7 68 4.2 +3.4
IYY iShares Dow Jones U.S. ETF 0.8 20 55 4.0 +3.3
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.8 3 72 4.3 +3.5
IWB iShares Russell 1000 ETF 0.8 15 60 4.1 +3.3
FITE State Street SPDR S&P Kensho Future Security ETF 0.8 45 30 1.1 +0.3
VTI Vanguard Total Stock Market ETF 0.8 3 72 4.1 +3.3
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.8 55 20 3.2 +2.5
IWV iShares Russell 3000 ETF 0.8 20 55 4.0 +3.2
VTHR Vanguard Russell 3000 ETF 0.8 7 68 4.1 +3.3
RAUS RACWI US ETF 0.8 15 60 4.1 +3.3
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.8 20 55 3.9 +3.2
VTWG Vanguard Russell 2000 Growth ETF 0.8 10 65 0.6 -0.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.8 3 72 4.1 +3.3
RSP Invesco S&P 500 Equal Weight ETF 0.8 20 55 5.9 +5.2
PAVE Global X U.S. Infrastructure Development ETF 0.8 47 28 4.3 +3.6
VV Vanguard Large-Cap ETF 0.8 4 71 4.0 +3.3
EQAL Invesco Russell 1000 Equal Weight ETF 0.8 20 55 6.1 +5.4
STRV Strive 500 ETF 0.8 5 70 4.0 +3.3
SGLC SGI U.S. Large Cap Core ETF 0.8 85 -10 3.6 +2.9
VOO Vanguard S&P 500 ETF 0.8 3 72 4.1 +3.4
HWAY Themes US Infrastructure ETF 0.8 29 46 4.8 +4.0
SPY SPDR S&P 500 ETF 0.8 9 66 4.1 +3.3
GXLC Global X U.S. 500 ETF 0.8 2 73 4.0 +3.3
SPXN ProShares S&P 500 Ex-Financials ETF 0.8 9 66 3.9 +3.2
IVV iShares Core S&P 500 ETF 0.8 3 72 4.1 +3.4
SPYM State Street SPDR Portfolio S&P 500 ETF 0.8 2 73 4.3 +3.5
BFOR ALPS Barron's 400 ETF 0.8 65 10 5.0 +4.3
XVV iShares ESG Screened S&P 500 ETF 0.8 8 67 4.1 +3.3
FUNL CornerCap Fundametrics Large-Cap ETF 0.8 50 25 6.2 +5.5
JHML John Hancock Multifactor Large Cap ETF 0.8 29 46 4.4 +3.7
ESGG FlexShares STOXX Global ESG Select Index Fund 0.8 42 33 4.0 +3.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.8 9 66 3.7 +3.0
PPIE Putnam PanAgora ESG International Equity ETF 0.8 49 26 6.2 +5.4
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.8 24 51 7.2 +6.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.8 15 60 4.2 +3.4
AVMC Avantis U.S. Mid Cap Equity ETF 0.8 18 57 6.0 +5.3
VTV Vanguard Value ETF 0.8 4 71 5.9 +5.1
AVUS Avantis U.S. Equity ETF 0.8 15 60 4.7 +3.9
RVRB Reverb ETF 0.8 30 45 4.1 +3.3
FBCG Fidelity Blue Chip Growth ETF 0.8 59 16 2.1 +1.3
SPXV ProShares S&P 500 Ex-Health Care ETF 0.8 9 66 3.8 +3.1
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.8 24 51 6.0 +5.3
ULVM VictoryShares US Value Momentum ETF 0.8 20 55 6.2 +5.4
CGDV Capital Group Dividend Value ETF 0.8 33 42 3.8 +3.1
WTV WisdomTree US Value Fund of Benef Interest 0.8 12 63 7.8 +7.1
MODL VictoryShares WestEnd U.S. Sector ETF 0.7 42 33 4.0 +3.2
DIM WisdomTree International MidCap Dividend Fund 0.7 58 17 6.2 +5.4
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.7 9 66 4.1 +3.4
IQDF FlexShares International Quality Dividend Index Fund 0.7 47 28 7.4 +6.6
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.7 47 28 7.2 +6.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.7 9 66 4.8 +4.0
TOK iShares MSCI Kokusai ETF 0.7 26 49 4.2 +3.5
IWL iShares Russell Top 200 ETF 0.7 15 60 3.8 +3.0
IMTM iShares MSCI Intl Momentum Factor ETF 0.7 30 45 4.6 +3.8
JQUA JPMorgan U.S. Quality Factor ETF 0.7 12 63 5.0 +4.2
AIA iShares Asia 50 ETF 0.7 50 25 7.5 +6.8
USEW Cambria US EW ETF 0.7 30 45 4.1 +3.4
DUHP Dimensional US High Profitability ETF 0.7 21 54 5.1 +4.4
RSSL Global X Russell 2000 ETF 0.7 8 67 2.7 +1.9
FFOG Franklin Focused Growth ETF 0.7 61 14 1.5 +0.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.7 70 5 2.0 +1.3
SMMD iShares Russell 2500 ETF 0.7 15 60 5.5 +4.7
IWM iShares Russell 2000 ETF 0.7 19 56 2.6 +1.9
DFAU Dimensional US Core Equity Market ETF 0.7 12 63 4.2 +3.5
LDEM iShares ESG MSCI EM Leaders ETF 0.7 17 58 12.3 +11.5
DEUS Xtrackers Russell US Multifactor ETF 0.7 17 58 6.5 +5.7
VOTE TCW Transform 500 ETF 0.7 5 70 4.0 +3.3
SPXE ProShares S&P 500 Ex-Energy ETF 0.7 9 66 4.0 +3.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.7 11 64 4.1 +3.3
URTH iShares MSCI World ETF 0.7 24 51 4.3 +3.5
MADE iShares U.S. Manufacturing ETF 0.7 40 35 3.5 +2.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.7 2 73 4.1 +3.3
EVUS iShares ESG Aware MSCI USA Value ETF 0.7 18 57 5.6 +4.8
BKLC BNY Mellon US Large Cap Core Equity ETF 0.7 0 75 4.1 +3.3
GVUS Marketbeta Russell 1000 Value Equity ETF 0.7 12 63 5.4 +4.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.7 9 66 4.3 +3.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.7 7 68 4.0 +3.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.7 18 57 6.9 +6.1
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.7 60 15 4.9 +4.1
QGRO American Century U.S. Quality Growth ETF 0.7 29 46 3.9 +3.2
DCOR Dimensional US Core Equity 1 ETF 0.6 14 61 4.5 +3.8
QDEF FlexShares Quality Dividend Defensive Index Fund 0.6 37 38 5.3 +4.6
VFMF Vanguard U.S. Multifactor ETF 0.6 18 57 6.6 +5.9
DFSU Dimensional US Sustainability Core 1 ETF 0.6 18 57 4.6 +3.9
OEF iShares S&P 100 ETF 0.6 20 55 3.7 +3.0
ACWI iShares MSCI ACWI ETF 0.6 32 43 4.6 +3.8
IWC iShares Micro-Cap ETF 0.6 60 15 -1.4 -2.1
IWD iShares Russell 1000 Value ETF 0.6 19 56 5.4 +4.6
NANC Unusual Whales Subversive Democratic Trading ETF 0.6 75 0 2.9 +2.1
VONV Vanguard Russell 1000 Value ETF 0.6 7 68 5.5 +4.7
QLC FlexShares US Quality Large Cap Index Fund 0.6 25 50 4.5 +3.7
HDV iShares Core High Dividend ETF 0.6 8 67 29.7 +28.9
VT Vanguard Total World Stock ETF 0.6 6 69 4.9 +4.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.6 10 65 3.7 +2.9
QQQ Invesco QQQ Trust Series I 0.6 20 55 3.1 +2.3
APUE ActivePassive U.S. Equity ETF 0.6 45 30 3.9 +3.1
QQQM Invesco NASDAQ 100 ETF 0.6 15 60 3.1 +2.4
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 0.6 15 60 3.7 +3.0
SFTY Horizon Managed Risk ETF 0.6 77 -2 3.4 +2.7
STOX Horizon Core Equity ETF 0.6 70 5 3.5 +2.8
VTWO Vanguard Russell 2000 ETF 0.6 7 68 2.7 +2.0
IJT iShares S&P Small-Cap 600 Growth ETF 0.6 18 57 3.7 +2.9
AFLG First Trust Active Factor Large Cap ETF 0.6 55 20 4.9 +4.2
KOKU Xtrackers MSCI Kokusai Equity ETF 0.6 9 66 4.3 +3.6
ISCG iShares Morningstar Small-Cap Growth ETF 0.6 6 69 2.7 +2.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.6 25 50 4.9 +4.1
JHSC John Hancock Multifactor Small Cap ETF 0.6 42 33 6.0 +5.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.6 19 56 5.0 +4.2
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.6 19 56 4.8 +4.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.6 32 43 3.9 +3.2
MGC Vanguard Mega Cap ETF 0.6 7 68 3.8 +3.1
EMXF iShares ESG Advanced MSCI EM ETF 0.6 16 59 6.7 +5.9
VIOO Vanguard S&P Small-Cap 600 ETF 0.6 7 68 6.3 +5.5
JHMM John Hancock Multifactor Mid Cap ETF 0.6 42 33 5.5 +4.7
DON WisdomTree U.S. MidCap Dividend Fund 0.6 38 37 8.2 +7.4
WCEO Hypatia Women CEO ETF 0.6 85 -10 4.8 +4.0
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.6 55 20 9.0 +8.3
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.6 12 63 6.2 +5.5
FNDA Schwab Fundamental US Small Co. Index ETF 0.6 25 50 6.2 +5.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.6 65 10 4.7 +3.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.6 20 55 4.0 +3.3
WWJD Inspire International ETF 0.6 80 -5 6.2 +5.5
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.5 3 72 6.4 +5.7
IJR iShares Core S&P Small Cap ETF 0.5 6 69 6.4 +5.6
WSML iShares MSCI World Small-Cap ETF 0.5 15 60 5.3 +4.6
FENY Fidelity MSCI Energy Index ETF 0.5 8 67 6.6 +5.8
DFAC Dimensional U.S. Core Equity 2 ETF 0.5 17 58 4.6 +3.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.5 10 65 9.1 +8.3
BLES Inspire Global Hope ETF 0.5 61 14 5.7 +5.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.5 20 55 4.1 +3.4
WSGE Warren Street Global Equity ETF 0.5 80 -5 2.8 +2.1
UMMA Wahed Dow Jones Islamic World ETF 0.5 65 10 3.5 +2.7
NUEM Nuveen ESG Emerging Markets Equity ETF 0.5 36 39 6.0 +5.2
QUAL iShares MSCI USA Quality Factor ETF 0.5 15 60 4.4 +3.6
IMCV iShares Morningstar Mid-Cap Value ETF 0.5 6 69 7.1 +6.3
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.5 15 60 9.1 +8.3
NULV Nuveen ESG Large-Cap Value ETF 0.5 26 49 5.1 +4.4
NUMV Nuveen ESG Mid-Cap Value ETF 0.5 31 44 5.6 +4.9
IJS iShares S&P Small-Cap 600 Value ETF 0.5 18 57 9.0 +8.2
FFTY Innovator IBD 50 ETF 0.5 80 -5 -0.1 -0.8
STXD Strive 1000 Dividend Growth ETF 0.5 35 40 4.5 +3.7
FQAL Fidelity Quality Factor ETF 0.5 15 60 4.8 +4.0
DTD WisdomTree U.S. Total Dividend Fund 0.5 28 47 5.7 +4.9
DLN WisdomTree U.S. LargeCap Dividend Fund 0.5 28 47 5.4 +4.6
TPIF Timothy Plan International ETF 0.5 62 13 5.5 +4.7
FRGN Horizon International Equity ETF 0.5 75 0 7.6 +6.9
KRMA Global X Conscious Companies ETF 0.5 43 32 5.1 +4.4
ACVF American Conservative Values ETF 0.5 75 0 3.7 +2.9
NUSC Nuveen ESG Small-Cap ETF 0.5 31 44 5.0 +4.2
TMFC Motley Fool 100 Index ETF 0.5 50 25 2.9 +2.1
VDE Vanguard Energy ETF 0.5 9 66 6.6 +5.8
FFND Future Fund Active ETF 0.5 100 -25 4.3 +3.5
ADME Aptus Drawdown Managed Equity ETF 0.5 79 -4 3.3 +2.5
QVML Invesco S&P 500 QVM Multi-factor ETF 0.5 11 64 4.2 +3.5
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.5 60 15 4.5 +3.7
XCEM Columbia EM Core ex-China ETF 0.5 16 59 4.8 +4.1
LOWV AB US Low Volatility Equity ETF 0.4 48 27 4.3 +3.5
STXK Strive Small-Cap ETF 0.4 18 57 5.2 +4.5
EQIN Columbia US Equity Income ETF 0.4 35 40 6.2 +5.5
AVUV Avantis U.S. Small Cap Value ETF 0.4 25 50 8.0 +7.2
AIEQ AI Powered Equity ETF 0.4 75 0 3.6 +2.9
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.4 35 40 4.9 +4.2
FVD First Trust Value Line Dividend Index Fund 0.4 65 10 5.7 +5.0
ENHU iShares Enhanced Large Cap Core Active ETF 0.4 22 53 4.1 +3.3
AKAF The Frontier Economic Fund 0.4 20 55 5.2 +4.4
JEPI JPMorgan Equity Premium Income ETF 0.4 35 40 5.1 +4.3
IWX iShares Russell Top 200 Value ETF 0.4 20 55 5.0 +4.3
DGRO iShares Core Dividend Growth ETF 0.4 8 67 5.6 +4.8
ITAN Sparkline Intangible Value ETF 0.4 50 25 5.9 +5.2
GLOF iShares Global Equity Factor ETF 0.4 20 55 5.5 +4.7
FRDM Freedom 100 Emerging Markets ETF 0.4 49 26 5.2 +4.5
PBUS Invesco MSCI USA ETF 0.4 4 71 4.1 +3.4
PRF Invesco FTSE RAFI US 1000 ETF 0.4 34 41 5.6 +4.9
CGGR Capital Group Growth ETF 0.4 39 36 2.5 +1.7
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.4 12 63 5.2 +4.5
STXE Strive Emerging Markets Ex-China ETF 0.4 32 43 5.1 +4.3
DFVX Dimensional US Large Cap Vector ETF 0.4 22 53 5.2 +4.5
TPSC Timothy Plan US Small Cap Core ETF 0.4 52 23 6.7 +5.9
FESM Fidelity Enhanced Small Cap ETF 0.4 28 47 2.2 +1.5
RWL Invesco S&P 500 Revenue ETF 0.4 39 36 5.8 +5.0
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.4 56 19 6.8 +6.1
SPDW SPDR Portfolio Developed World ex-US ETF 0.4 3 72 5.7 +5.0
SCHV Schwab U.S. Large-Cap Value ETF 0.4 4 71 5.6 +4.9
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.4 80 -5 6.4 +5.7
VEA Vanguard FTSE Developed Markets ETF 0.4 3 72 5.8 +5.1
CIL VictoryShares International Volatility Wtd ETF 0.4 45 30 5.8 +5.1
SCHF Schwab International Equity ETF 0.4 6 69 5.8 +5.1
FTA First Trust Large Cap Value AlphaDEX Fund 0.4 59 16 7.8 +7.0
VBR Vanguard Small Cap Value ETF 0.4 7 68 8.0 +7.2
FNX First Trust Mid Cap Core AlphaDEX Fund 0.4 60 15 6.2 +5.5
IWN iShares Russell 2000 Value ETF 0.4 24 51 4.8 +4.0
BUZZ VanEck Social Sentiment ETF 0.4 75 0 -0.7 -1.4
EMXC iShares MSCI Emerging Markets ex China ETF 0.4 25 50 5.0 +4.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.4 30 45 3.7 +3.0
VSLU Applied Finance Valuation Large Cap ETF 0.4 49 26 4.8 +4.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.4 39 36 6.1 +5.3
EZM WisdomTree U.S. MidCap Fund 0.4 38 37 8.1 +7.3
ISCB iShares Morningstar Small-Cap ETF 0.3 4 71 5.4 +4.7
EEMA iShares MSCI Emerging Markets Asia ETF 0.3 49 26 7.4 +6.6
XJR iShares ESG Screened S&P Small-Cap ETF 0.3 12 63 6.2 +5.5
OPTZ Optimize Strategy Index ETF 0.3 50 25 3.5 +2.7
DFAS Dimensional U.S. Small Cap ETF 0.3 26 49 5.6 +4.9
EPS WisdomTree U.S. LargeCap Fund 0.3 8 67 4.7 +3.9
ROUS Hartford Multifactor US Equity ETF 0.3 19 56 5.3 +4.6
STXV Strive 1000 Value ETF 0.3 18 57 6.8 +6.1
KLMN Invesco MSCI North America Climate ETF 0.3 9 66 4.2 +3.5
DXUV Dimensional US Vector Equity ETF 0.3 28 47 5.2 +4.5
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.3 8 67 6.1 +5.4
DTH WisdomTree International High Dividend Fund 0.3 58 17 7.1 +6.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.3 7 68 4.3 +3.6
THRO iShares U.S. Thematic Rotation Active ETF 0.3 90 -15 3.0 +2.3
IDEV iShares Core MSCI International Developed Markets ETF 0.3 4 71 5.9 +5.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.3 29 46 3.9 +3.2
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.3 4 71 5.6 +4.9
VOOV Vanguard S&P 500 Value ETF 0.3 7 68 5.6 +4.9
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.3 32 43 7.2 +6.5
IVE iShares S&P 500 Value ETF 0.3 18 57 5.5 +4.8
GSPY Gotham Enhanced 500 ETF 0.3 50 25 4.3 +3.6
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.3 70 5 6.7 +6.0
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.3 17 58 5.0 +4.2
GINN Goldman Sachs Innovate Equity ETF 0.3 52 23 3.7 +2.9
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.3 25 50 7.8 +7.1
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.3 20 55 5.6 +4.8
IUSV iShares Core S&P US Value ETF 0.3 4 71 5.8 +5.0
ACWX iShares MSCI ACWI ex U.S. ETF 0.3 34 41 6.2 +5.5
SPMV Invesco S&P 500 Minimum Variance ETF 0.3 10 65 5.2 +4.5
IXUS iShares Core MSCI Total International Stock ETF 0.3 7 68 6.4 +5.7
RWK Invesco S&P MidCap 400 Revenue ETF 0.3 39 36 8.0 +7.2
ESGE iShares ESG Aware MSCI EM ETF 0.3 25 50 8.1 +7.3
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 54 2.8 +2.0
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.3 50 25 8.0 +7.2
JAVA JPMorgan Active Value ETF 0.3 44 31 5.6 +4.8
VXUS Vanguard Total International Stock ETF 0.3 5 70 6.5 +5.8
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.3 30 45 7.8 +7.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.3 8 67 4.3 +3.6
CWI SPDR MSCI ACWI ex-US ETF 0.3 30 45 6.3 +5.6
AVSC Avantis U.S Small Cap Equity ETF 0.3 25 50 4.7 +4.0
QINT American Century Quality Diversified International ETF 0.3 39 36 6.5 +5.7
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 0.3 49 26 7.2 +6.4
VEU Vanguard FTSE All-World ex-US Index Fund 0.3 4 71 6.6 +5.9
COWZ Pacer US Cash Cows 100 ETF 0.3 49 26 7.7 +7.0
EEM iShares MSCI Emerging Markets ETF 0.3 69 6 7.6 +6.8
VPL Vanguard FTSE Pacific ETF 0.3 7 68 5.1 +4.4
IGE iShares North American Natural Resources ETF 0.3 41 34 5.5 +4.8
STXI Strive International Developed Markets ETF 0.3 29 46 6.2 +5.5
BKIE BNY Mellon International Equity ETF 0.3 4 71 5.9 +5.2
FNDC Schwab Fundamental International Small Co. Index ETF 0.3 39 36 6.6 +5.9
ILCV iShares Morningstar Value ETF 0.3 4 71 5.3 +4.6
IUS Invesco RAFI Strategic US ETF 0.3 19 56 5.6 +4.8
VTWV Vanguard Russell 2000 Value ETF 0.3 10 65 4.9 +4.2
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.3 18 57 6.2 +5.5
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.3 15 60 5.0 +4.2
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.2 41 34 6.7 +6.0
FLAX Franklin FTSE Asia Ex Japan ETF 0.2 19 56 6.9 +6.2
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.2 41 34 5.9 +5.2
IEMG iShares Core MSCI Emerging Markets ETF 0.2 9 66 8.0 +7.2
DAK Dakota Active Equity ETF 0.2 43 32 3.6 +2.9
DFAE Dimensional Emerging Core Equity Market ETF 0.2 35 40 6.8 +6.0
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.2 66 9 7.0 +6.2
SCHX Schwab U.S. Large-Cap ETF 0.2 3 72 4.2 +3.4
KLMT Invesco MSCI Global Climate 500 ETF 0.2 10 65 4.9 +4.1
FLQL Franklin LibertyQ U.S. Equity ETF 0.2 15 60 4.5 +3.7
AVMV Avantis U.S. Mid Cap Value ETF 0.2 20 55 7.3 +6.5
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.2 15 60 7.8 +7.0
CGGO Capital Group Global Growth Equity ETF 0.2 47 28 4.0 +3.2
SCHK Schwab 1000 Index ETF 0.2 5 70 4.2 +3.4
SCHB Schwab U.S. Broad Market ETF 0.2 3 72 4.2 +3.4
BKEM BNY Mellon Emerging Markets Equity ETF 0.2 11 64 7.7 +6.9
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.2 36 39 7.4 +6.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.2 20 55 4.6 +3.9
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.2 60 15 9.6 +8.8
PY Principal Value ETF 0.2 15 60 7.0 +6.3
AVEM Avantis Emerging Markets Equity ETF 0.2 33 42 6.9 +6.1
GWX SPDR S&P International Small Cap ETF 0.2 40 35 5.7 +4.9
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 50 6.2 +5.4
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 60 5.8 +5.0
VIG Vanguard Dividend Appreciation ETF 0.2 5 70 4.9 +4.2
PRXV Praxis Impact Large Cap Value ETF 0.2 36 39 5.6 +4.9
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.2 38 37 6.8 +6.1
VYM Vanguard High Dividend Yield Index ETF 0.2 6 69 6.1 +5.3
EBI Longview Advantage ETF 0.2 35 40 5.9 +5.2
DFSI Dimensional International Sustainability Core 1 ETF 0.2 24 51 5.6 +4.8
FAB First Trust Multi Cap Value AlphaDEX Fund 0.2 67 8 8.8 +8.0
USMV iShares MSCI USA Min Vol Factor ETF 0.2 15 60 5.3 +4.5
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.2 80 -5 8.7 +8.0
AVDE Avantis International Equity ETF 0.2 23 52 6.1 +5.3
HDUS Hartford Disciplined US Equity ETF 0.2 19 56 4.7 +3.9
DGRW WisdomTree US Quality Dividend Growth Fund 0.2 28 47 4.9 +4.1
JHEM John Hancock Multifactor Emerging Markets ETF 0.2 49 26 7.4 +6.6
IDMO Invesco S&P International Developed Momentum ETF 0.2 25 50 5.1 +4.4
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.2 24 51 6.8 +6.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 36 2.3 +1.5
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.2 53 22 5.0 +4.2
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.2 49 26 5.9 +5.1
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.2 45 30 6.6 +5.8
FNDX Schwab Fundamental US Large Co. Index ETF 0.2 25 50 6.2 +5.4
HFXI IQ FTSE International Equity Currency Neutral ETF 0.2 20 55 5.5 +4.8
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.2 15 60 8.6 +7.9
PFM Invesco Dividend Achievers ETF 0.2 53 22 4.7 +3.9
EZU iShares MSCI Eurozone ETF 0.2 52 23 5.5 +4.8
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 47 8.7 +7.9
AVSD Avantis Responsible International Equity ETF 0.2 23 52 5.9 +5.1
UIVM VictoryShares International Value Momentum ETF 0.2 35 40 8.0 +7.3
AVDS Avantis International Small Cap Equity ETF 0.2 30 45 5.9 +5.1
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.2 39 36 6.8 +6.1
DFIC Dimensional International Core Equity 2 ETF 0.1 23 52 6.1 +5.4
DFUV Dimensional US Marketwide Value ETF 0.1 22 53 6.1 +5.4
AVIE Avantis  Inflation Focused Equity ETF 0.1 25 50 6.0 +5.3
FELV Fidelity Enhanced Large Cap Value ETF 0.1 18 57 5.6 +4.9
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.1 33 42 6.0 +5.2
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.1 29 46 6.8 +6.1
DEHP Dimensional Emerging Markets High Profitability ETF 0.1 41 34 4.6 +3.9
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.1 45 30 7.9 +7.1
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 10 3.3 +2.6
DFSV Dimensional US Small Cap Value ETF 0.1 31 44 8.9 +8.2
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 45 5.1 +4.3
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.1 45 30 5.5 +4.8
DIVB iShares Core Dividend ETF 0.1 5 70 7.0 +6.3
ISCV iShares Morningstar Small Cap Value ETF 0.1 6 69 7.9 +7.1
DFAI Dimensional International Core Equity Market ETF 0.1 18 57 5.9 +5.2
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 50 7.2 +6.5
IDHQ Invesco S&P International Developed High Quality ETF 0.1 29 46 5.3 +4.5
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.1 59 16 8.3 +7.5
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 50 6.1 +5.3
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 45 6.3 +5.5
EFV iShares MSCI EAFE Value ETF 0.1 34 41 7.4 +6.6
SCHG Schwab U.S. Large-Cap Growth ETF 0.1 4 71 3.2 +2.5
SNPE Xtrackers S&P 500 ESG ETF 0.1 10 65 4.3 +3.5
EMGF iShares Emerging Markets Equity Factor ETF 0.1 25 50 8.6 +7.9
SFGV Sequoia Global Value ETF 0.1 23 52 7.1 +6.4
AVSE Avantis Responsible Emerging Markets Equity ETF 0.1 33 42 6.5 +5.8
FTEC Fidelity MSCI Information Technology Index ETF 0.1 8 67 2.9 +2.2
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.1 40 35 5.6 +4.8
DEW WisdomTree Global High Dividend Fund 0.1 58 17 7.2 +6.4
DWM WisdomTree International Equity Fund 0.1 48 27 5.5 +4.8
IEV iShares Europe ETF 0.1 67 8 5.8 +5.0
DFLV Dimensional US Large Cap Value ETF 0.1 22 53 6.1 +5.4
LCDS JPMorgan Fundamental Data Science Large Core ETF 0.1 30 45 4.0 +3.3
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.1 40 35 3.7 +2.9
VGT Vanguard Information Technology ETF 0.1 9 66 24.3 +23.6
IEUR iShares Core MSCI Europe ETF 0.1 11 64 6.2 +5.5
VGK Vanguard FTSE Europe ETF 0.1 6 69 6.4 +5.7
SPEU SPDR Portfolio Europe ETF 0.1 7 68 6.3 +5.6
BBEU JPMorgan BetaBuilders Europe ETF 0.1 9 66 6.1 +5.4
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.1 46 29 5.5 +4.7
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.1 35 40 5.6 +4.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.1 12 63 4.3 +3.6
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.1 39 36 7.6 +6.9
IQLT iShares MSCI Intl Quality Factor ETF 0.1 30 45 5.4 +4.6
DSI iShares MSCI KLD 400 Social ETF 0.1 25 50 4.0 +3.3
JSTC Adasina Social Justice All Cap Global ETF 0.1 89 -14 4.3 +3.6
VYMI Vanguard International High Dividend Yield ETF 0.1 17 58 7.9 +7.1
FLEE Franklin FTSE Europe ETF 0.1 9 66 6.2 +5.4
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.1 20 55 5.5 +4.7
DXIV Dimensional International Vector Equity ETF 0.1 34 41 6.5 +5.7
EFA iShares MSCI EAFE ETF 0.1 35 40 5.6 +4.9
IEFA iShares Core MSCI EAFE ETF 0.0 7 68 5.9 +5.2
DFIV Dimensional International Value ETF 0.0 27 48 7.6 +6.9
IVLU iShares MSCI Intl Value Factor ETF 0.0 30 45 7.9 +7.2
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.0 36 39 5.3 +4.6
GSID Goldman Sachs MarketBeta International Equity ETF 0.0 20 55 5.8 +5.0
AVSU Avantis Responsible U.S. Equity ETF 0.0 15 60 4.9 +4.1
FELG Fidelity Enhanced Large Cap Growth ETF 0.0 18 57 3.2 +2.4
CCNR ALPS CoreCommodity Natural Resources ETF 0.0 39 36 7.7 +7.0
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.0 10 65 4.1 +3.4
IGM iShares Expanded Tech Sector ETF 0.0 41 34 2.6 +1.8
AQLT iShares MSCI Global Quality Factor ETF 0.0 18 57 0.0 -0.8
GVLU Gotham 1000 Value ETF 0.0 50 25 8.3 +7.5
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.0 30 45 6.0 +5.2
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.0 25 50 6.2 +5.5
JHMD John Hancock Multifactor Developed International ETF 0.0 39 36 6.1 +5.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.0 25 50 5.5 +4.7
ISCF iShares International SmallCap Equity Factor ETF 0.0 23 52 7.1 +6.4
SUSL iShares ESG MSCI USA Leaders ETF 0.0 10 65 4.1 +3.4
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.0 30 45 7.4 +6.7
OBOR KraneShares MSCI One Belt One Road Index ETF 0.0 79 -4 7.2 +6.4
SPRX Spear Alpha ETF 0.0 75 0 -0.8 -1.5
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 10 0.0 -0.8
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.0 33 42 6.6 +5.8

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:		 Tortoise Nuclear Renaissance 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 8.3 %
Divided by: Fwd. P/BV 5.6 x
Less: Expense ratio 75 bp
Equals: ALTAR Score 0.8 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.53 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.