Tortoise Nuclear Renaissance ETF
ALTAR
Score™		 0.7% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 51.8x P/Sales
ratio		 4.5x
P/BV
ratio		 5.8x 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 22
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
CONSTELLATION ENERGY CORPORATION 8.3 %
CURTISS-WRIGHT CORP 8.0 %
BWX TECHNOLOGIES, INC. 7.7 %
CAMECO CORP 7.2 %
DOOSAN HEAVY INDUSTRIES 7.0 %
MIRION TECHNOLOGIES, INC. CLASS A 6.4 %
VISTRA ENERGY CORP. 6.2 %
TALEN ENERGY CORP 6.1 %
PUBLIC SERVICE ENTERPRISE GP 5.5 %
FORTUM OYJ 5.4 %
Total 67.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 69.3 %
CANADA 14.6 %
SOUTH KOREA 6.6 %
FINLAND 5.5 %
KAZAKHSTAN 0.0 %






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.
12.1% -- -- -- 12.1%

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

Technical Indicators
Recent close $25.90
30d moving avg. $26.92
Annualized volatility 0.0%
Short interest (ETF) 0.0%
Relative strength (RSI) 44

Liquidity measures
Avg. volume (thou.) 1
Turnover 1.3%
Bid/Ask (% of price) 0.57%
ADV underlying (mns) $0

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 671 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™: 0.7%


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
(%)
URAN Themes Uranium & Nuclear ETF 31.5 35 40 0.9 +0.2
NLR VanEck Uranium+Nuclear Energy ETF 31.3 61 14 1.5 +0.8
URA Global X Uranium ETF 23.8 69 6 0.7 +0.0
AIPO Defiance AI & Power Infrastructure ETF 20.5 69 6 1.0 +0.3
FTWO Strive FAANG 2.0 ETF 18.9 49 26 3.7 +3.0
UTES Virtus Reaves Utilities ETF 14.5 49 26 3.6 +2.9
FUTY Fidelity MSCI Utilities Index ETF 14.5 8 67 4.7 +4.0
NETZ TCW Transform Systems ETF 14.1 75 0 1.5 +0.8
XLU Utilities Select Sector SPDR 12.9 8 67 4.6 +3.9
VPU Vanguard Utilities ETF 12.4 9 66 4.7 +4.0
ZAP Global X U.S. Electrification ETF 11.5 50 25 3.4 +2.7
IDU iShares U.S. Utilities ETF 11.4 40 35 4.2 +3.5
PUI Invesco Dorsey Wright Utilities Momentum ETF 9.9 60 15 4.3 +3.6
CCSO Carbon Collective Climate Solutions US Equity ETF 9.7 35 40 1.0 +0.3
RSPU Invesco S&P 500 Equal Weight Utilities ETF 9.5 40 35 4.8 +4.1
SCDV Bahl & Gaynor Small Cap Dividend ETF 9.5 70 5 4.2 +3.5
POWR iShares U.S. Power Infrastructure ETF 8.9 40 35 4.0 +3.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 8.6 60 15 7.2 +6.5
QMOM Alpha Architect U.S. Quantitative Momentum ETF 8.6 39 36 1.2 +0.5
JXI iShares Global Utilities ETF 8.5 43 32 4.9 +4.2
GLRY Inspire Faithward Mid Cap Momentum ETF 8.4 80 -5 4.0 +3.3
CBSE Clough Select Equity ETF 8.3 85 -10 0.5 -0.2
TCAI Tortoise AI Infrastructure ETF 8.2 65 10 1.8 +1.1
CSD Invesco S&P Spin-Off ETF 8.1 65 10 4.1 +3.4
CDIG City Different Investments Global Equity ETF 7.9 75 0 -1.6 -2.3
GRNJ Fundstrat Granny Shts US Sm- &Mid-CapETF 7.7 75 0 2.3 +1.6
XME State Street SPDR S&P Metals & Mining ETF 7.7 35 40 5.3 +4.6
GPT Intelligent Alpha Atlas ETF 7.3 69 6 6.4 +5.7
SRVR Pacer Data & Infrastructure Real Estate ETF 7.0 55 20 3.9 +3.2
XAR State Street SPDR S&P Aerospace & Defense ETF 6.9 35 40 1.8 +1.1
VCLN Virtus Duff & Phelps Clean Energy ETF 6.4 59 16 2.6 +1.9
FPWR First Trust EIP Power Solutions ETF 6.3 96 -21 4.3 +3.6
FPX First Trust US Equity Opportunities ETF 6.2 61 14 1.0 +0.3
LOUP Innovator Deepwater Frontier Tech ETF 6.2 70 5 1.2 +0.5
CSMD Congress SMid Growth ETF 6.0 69 6 3.8 +3.1
AFOS ARS Focused Opportunities Strategy ETF 5.6 45 30 2.3 +1.6
XMMO Invesco S&P MidCap Momentum ETF 5.6 34 41 3.7 +2.9
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 5.5 75 0 5.8 +5.1
SMAP Amplify Small-Mid Cap Equity ETF 5.3 60 15 4.7 +4.0
SAMM Strategas Macro Momentum ETF 5.1 66 9 3.7 +3.0
VOLT Tema Electrification ETF 4.9 75 0 2.7 +2.0
RBLD First Trust Alerian US NextGen Infrastructure ETF 4.9 65 10 4.1 +3.3
PXI Invesco Dorsey Wright Energy Momentum ETF 4.9 60 15 5.1 +4.4
FMKT The Free Markets ETF 4.9 76 -1 4.4 +3.7
GII SPDR S&P Global Infrastructure ETF 4.8 40 35 4.1 +3.4
IGF iShares Global Infrastructure ETF 4.8 41 34 4.1 +3.4
FTC First Trust Large Cap Growth AlphaDEX Fund 4.7 59 16 2.0 +1.3
MDCP VictoryShares THB Mid Cap ESG ETF 4.4 55 20 4.7 +4.0
CNRG State Street SPDR S&P Kensho Clean Power ETF 4.2 45 30 0.0 -0.7
GRNY Fundstrat Granny Shots US Large Cap ETF 4.2 75 0 2.4 +1.7
NBDS Neuberger Berman Disrupters ETF 4.2 55 20 1.0 +0.3
EFNL iShares MSCI Finland ETF 4.2 56 19 6.0 +5.3
LVDS JPMorgan Fundamental Data Science Large Value ETF 4.1 49 26 5.3 +4.6
INFL Horizon Kinetics Inflation Beneficiaries ETF 4.1 85 -10 2.7 +2.0
VOT Vanguard Mid-Cap Growth ETF 4.1 7 68 3.4 +2.6
EIPI FT Energy Income Partners Enhanced Income ETF 4.1 110 -35 5.2 +4.5
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 4.0 60 15 4.1 +3.4
POW VistaShares Electrification Supercycle ETF 3.8 75 0 2.5 +1.8
ARKQ ARK Autonomous Technology & Robotics ETF 3.8 75 0 1.1 +0.4
RUNN Running Oak Efficient Growth ETF 3.7 58 17 4.8 +4.1
ITA iShares U.S. Aerospace & Defense ETF 3.6 40 35 1.5 +0.8
SETM Sprott Energy Transition Materials ETF 3.5 65 10 1.6 +0.9
RPG Invesco S&P 500 Pure Growth ETF 3.4 35 40 3.0 +2.3
BAI iShares AI Innovation and Tech Active ETF 3.4 55 20 1.4 +0.7
EIPX FT Energy Income Partners Strategy ETF 3.3 95 -20 5.7 +5.0
HYP Golden Eagle Dynamic Hypergrowth ETF 3.3 85 -10 -0.8 -1.5
YNOT Horizon Digital Frontier ETF 3.3 75 0 3.0 +2.3
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 3.2 59 16 3.2 +2.4
FSST Fidelity Sustainable U.S. Equity ETF 3.2 59 16 3.3 +2.6
IVES Wedbush ETFMG Global Cloud Technology ETF 3.2 68 7 4.6 +3.9
TAX Cambria Tax Aware ETF 3.2 49 26 4.5 +3.7
MID American Century Mid Cap Growth Impact ETF 3.1 45 30 3.1 +2.4
MISL First Trust Indxx Aerospace & Defense ETF 3.1 60 15 1.7 +1.0
EMLP First Trust North American Energy Infrastructure Fund 3.0 95 -20 4.5 +3.8
IQM Franklin Intelligent Machines ETF 3.0 50 25 1.4 +0.7
AIRR First Trust RBA American Industrial Renaissance ETF 3.0 70 5 3.8 +3.1
OSCV Opus Small Cap Value ETF 2.9 79 -4 6.0 +5.3
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.9 18 57 5.3 +4.5
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 2.9 47 28 5.0 +4.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.9 64 11 1.5 +0.7
PPA Invesco Aerospace & Defense ETF 2.8 58 17 1.8 +1.1
FIDU Fidelity MSCI Industrial Index ETF 2.8 8 67 3.8 +3.1
COWS Amplify Cash Flow Dividend Leaders ETF 2.8 0 75 7.8 +7.0
VIS Vanguard Industrials ETF 2.7 9 66 3.8 +3.1
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 2.7 61 14 6.2 +5.5
SHLD Global X Defense Tech ETF 2.7 50 25 2.5 +1.8
TRFM AAM Transformers ETF 2.7 49 26 1.2 +0.5
PDP Invesco Dorsey Wright Momentum ETF 2.6 62 13 1.7 +1.0
IYJ iShares U.S. Industrials ETF 2.6 40 35 4.2 +3.5
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.6 20 55 4.5 +3.8
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.6 95 -20 -0.5 -1.2
XOEF iShares S&P 500 ex S&P 100 ETF 2.5 20 55 5.0 +4.3
IJK iShares S&P Mid-Cap 400 Growth ETF 2.5 17 58 4.4 +3.7
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 2.5 15 60 4.4 +3.7
PSCT Invesco S&P SmallCap Information Technology ETF 2.5 29 46 4.0 +3.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.5 10 65 4.4 +3.7
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.5 75 0 2.3 +1.6
EXI iShares Global Industrials ETF 2.4 42 33 3.7 +3.0
NATO Themes Transatlantic Defense ETF 2.3 35 40 1.8 +1.1
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.3 60 15 1.4 +0.7
ICAP InfraCap Equity Income Fund ETF 2.3 171 -96 4.8 +4.1
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 2.3 49 26 7.0 +6.3
FXU First Trust Utilities AlphaDEX Fund 2.3 64 11 5.0 +4.3
SPHB Invesco S&P 500 High Beta ETF 2.3 25 50 4.4 +3.7
ARTY iShares Future AI & Tech ETF 2.3 47 28 3.6 +2.9
PKB Invesco Building & Construction ETF 2.3 62 13 3.7 +3.0
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.3 35 40 4.8 +4.1
GURU Global X Guru Index ETF 2.2 75 0 2.6 +1.9
VO Vanguard Mid-Cap ETF 2.2 4 71 5.6 +4.9
XLI Industrial Select Sector SPDR 2.2 8 67 3.7 +3.0
XMHQ Invesco S&P MidCap Quality ETF 2.1 25 50 6.1 +5.4
BDIV AAM Brentview Dividend Growth ETF 2.1 49 26 3.8 +3.1
SRHQ SRH U.S. Quality ETF 2.1 35 40 6.6 +5.9
PTL Inspire 500 ETF 2.1 9 66 4.8 +4.1
IPAV Global X Infrastructure Development ex-U.S. ETF 2.1 55 20 6.1 +5.4
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 2.0 60 15 -0.9 -1.6
ROKT State Street SPDR S&P Kensho Final Frontiers ETF 2.0 45 30 0.8 +0.1
IWP iShares Russell Mid-Cap Growth ETF 2.0 23 52 3.0 +2.3
EWC iShares MSCI Canada ETF 2.0 50 25 5.3 +4.6
MTUM iShares MSCI USA Momentum Factor ETF 2.0 15 60 2.9 +2.1
STXM Strive Mid-Cap ETF 2.0 18 57 5.7 +5.0
SPIT F/m Emerald Special Situations ETF 2.0 105 -30 -0.7 -1.4
EWY iShares MSCI South Korea ETF 2.0 58 17 4.8 +4.0
FLDZ RiverNorth Patriot ETF 1.9 75 0 5.8 +5.1
FFOX FundX Future Fund Opportunities ETF 1.9 100 -25 2.6 +1.9
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.9 60 15 6.4 +5.7
VBK Vanguard Small-Cap Growth ETF 1.9 7 68 1.4 +0.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.9 70 5 2.3 +1.6
IMCG iShares Morningstar Mid-Cap Growth ETF 1.9 6 69 3.7 +3.0
FRNW Fidelity Clean Energy ETF 1.9 39 36 1.9 +1.2
GGRW Gabelli Growth Innovators ETF 1.9 90 -15 2.2 +1.5
GK AdvisorShares Gerber Kawasaki ETF 1.9 75 0 1.7 +1.0
NULG Nuveen ESG Large-Cap Growth ETF 1.9 26 49 3.2 +2.5
RAYD Rayliant Quantitative Developed Market Equity ETF 1.9 80 -5 3.9 +3.2
WUGI AXS Esoterica NextG Economy ETF 1.9 75 0 1.9 +1.2
FAN First Trust Global Wind Energy ETF 1.9 60 15 2.8 +2.1
RDVY First Trust Rising Dividend Achievers ETF 1.9 50 25 5.5 +4.8
ETEC iShares Breakthrough Environmental Solutions ETF 1.9 47 28 3.0 +2.3
CAML Congress Large Cap Growth ETF 1.9 66 9 2.6 +1.9
DARP Grizzle Growth ETF 1.9 75 0 2.0 +1.2
AIS VistaShares Artificial Intelligence Supercycle ETF 1.9 75 0 1.9 +1.1
LOGO Alpha Brands Consumption Leaders ETF 1.9 69 6 2.7 +2.0
FLKR Franklin FTSE South Korea ETF 1.9 9 66 5.9 +5.2
SPDV AAM S&P 500 High Dividend Value ETF 1.8 29 46 11.1 +10.4
GVIP Goldman Sachs Hedge Industry VIP ETF 1.8 45 30 2.8 +2.1
FFLC Fidelity Fundamental Large Cap Core ETF 1.8 38 37 4.2 +3.5
IFRA iShares U.S. Infrastructure ETF 1.8 30 45 5.8 +5.1
RW Rainwater Equity ETF 1.8 125 -50 3.1 +2.4
VFMO Vanguard U.S. Momentum Factor ETF 1.8 13 62 1.9 +1.2
FLCA Franklin FTSE Canada ETF 1.8 9 66 5.7 +5.0
FSGS First Trust SMID Growth Strength ETF 1.8 60 15 5.0 +4.3
IQRA IQ CBRE Real Assets ETF 1.8 65 10 5.9 +5.2
FCPI Fidelity Stocks for Inflation ETF 1.8 15 60 6.2 +5.4
FEX First Trust Large Cap Core AlphaDEX Fund 1.8 59 16 5.3 +4.6
ABFL Abacus FCF Leaders ETF 1.8 59 16 4.1 +3.4
ARKX ARK Space Exploration & Innovation ETF 1.8 75 0 0.1 -0.6
CRTC Xtrackers US National Critical Technologies ETF 1.8 35 40 4.4 +3.7
QDF FlexShares Quality Dividend Index Fund 1.7 37 38 5.8 +5.1
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.7 52 23 5.1 +4.3
SPHQ Invesco S&P 500 Quality ETF 1.7 15 60 4.9 +4.2
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.7 75 0 4.4 +3.7
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 3.3 +2.6
SAGP Strategas Global Policy Opportunities ETF 1.6 65 10 4.8 +4.1
FDMO Fidelity Momentum Factor ETF 1.6 15 60 2.7 +2.0
NANR SPDR S&P North American Natural Resources ETF 1.5 35 40 6.0 +5.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.5 58 17 4.9 +4.2
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.5 60 15 4.2 +3.4
RGEF Rockefeller Global Equity ETF 1.5 55 20 4.2 +3.5
GEW Cambria Global EW ETF 1.5 29 46 5.7 +5.0
JMOM JPMorgan U.S. Momentum Factor ETF 1.5 12 63 3.8 +3.1
AZTD Aztlan Global Stock Selection DM SMID ETF 1.5 75 0 4.4 +3.7
JHID John Hancock International High Dividend ETF 1.5 46 29 8.1 +7.4
TEXN iShares Texas Equity ETF 1.5 20 55 5.3 +4.6
EEMO Invesco S&P Emerging Markets Momentum ETF 1.5 29 46 8.3 +7.6
EV Mast Global Battery Recycling & Production ETF 1.5 65 10 6.2 +5.5
AFMC First Trust Active Factor Mid Cap ETF 1.5 65 10 7.5 +6.8
DGLO First Trust RBA Deglobalization ETF 1.5 70 5 5.5 +4.8
FDWM Fidelity Women's Leadership ETF 1.4 59 16 3.7 +3.0
NULC Nuveen ESG Large-Cap ETF 1.4 21 54 4.4 +3.6
ILCG iShares Morningstar Growth ETF 1.4 4 71 3.4 +2.7
MAGA Point Bridge America First ETF 1.4 72 3 5.3 +4.5
MDY SPDR S&P Midcap 400 ETF Trust 1.4 23 52 6.3 +5.6
TXS Texas Capital Texas Equity Index ETF 1.4 49 26 5.2 +4.5
BBCA JPMorgan BetaBuilders Canada ETF 1.4 19 56 5.6 +4.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.4 14 61 4.5 +3.8
AVUQ Avantis U.S. Quality ETF 1.3 15 60 3.9 +3.2
SMOX Horizon Small/Mid Cap Core Equity ETF 1.3 75 0 5.7 +4.9
RSPN Invesco S&P 500 Equal Weight Industrials ETF 1.3 40 35 4.6 +3.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.3 9 66 5.5 +4.8
IXC iShares Global Energy ETF 1.3 44 31 7.0 +6.2
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 1.3 58 17 7.6 +6.8
HAPI Harbor Human Capital Factor US Large Cap ETF 1.3 36 39 4.4 +3.7
IWFG IQ Winslow Focused Large Cap Growth ETF 1.3 65 10 2.4 +1.7
IJH iShares Core S&P Mid-Cap ETF 1.3 5 70 6.4 +5.7
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.3 3 72 6.5 +5.8
VUSE Vident U.S. Equity Strategy ETF 1.3 50 25 4.0 +3.3
IVOO Vanguard S&P Mid-Cap 400 ETF 1.3 7 68 6.4 +5.7
EUSA iShares MSCI USA Equal Weighted ETF 1.3 9 66 5.8 +5.1
JGRO JPMorgan Active Growth ETF 1.3 44 31 2.6 +1.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.3 15 60 6.5 +5.8
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.3 52 23 5.6 +4.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.2 4 71 5.9 +5.2
SSPY Syntax Stratified LargeCap ETF 1.2 30 45 6.4 +5.7
FMDE Fidelity Enhanced Mid Cap ETF 1.2 23 52 5.7 +5.0
TPHD Timothy Plan High Dividend Stock ETF 1.2 52 23 6.0 +5.3
IWR iShares Russell Midcap ETF 1.2 19 56 5.7 +5.0
SIZE iShares MSCI USA Size Factor ETF 1.2 15 60 5.8 +5.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.2 38 37 5.4 +4.7
PSC Principal U.S. Small-Cap ETF 1.2 38 37 4.1 +3.4
IMCB iShares Morningstar Mid-Cap ETF 1.2 4 71 5.6 +4.9
LRGC AB US Large Cap Strategic Equities ETF 1.2 48 27 4.2 +3.5
WOMN Impact Shares YWCA Women's Empowerment ETF 1.2 75 0 5.1 +4.4
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.2 20 55 4.9 +4.2
IUSG iShares Core S&P U.S. Growth ETF 1.2 4 71 3.5 +2.8
QGRW WisdomTree U.S. Quality Growth Fund 1.2 28 47 3.2 +2.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.2 35 40 7.0 +6.3
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.2 38 37 7.0 +6.3
SPMO Invesco S&P 500 Momentum ETF 1.2 13 62 3.7 +3.0
CFA VictoryShares US 500 Volatility Wtd ETF 1.2 35 40 5.5 +4.8
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.2 35 40 6.8 +6.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.1 40 35 5.4 +4.7
ARKK ARK Innovation ETF 1.1 75 0 -3.2 -3.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.1 7 68 5.7 +5.0
IWO iShares Russell 2000 Growth ETF 1.1 24 51 0.6 -0.1
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.1 20 55 0.9 +0.2
VOOG Vanguard S&P 500 Growth ETF 1.1 7 68 3.4 +2.7
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.1 4 71 3.4 +2.7
IVW iShares S&P 500 Growth ETF 1.1 18 57 3.3 +2.6
GQQQ Astoria US Quality Growth Kings ETF 1.1 35 40 3.8 +3.1
XMAG Defiance Large Cap ex-Mag 7 ETF 1.1 35 40 4.7 +4.0
OALC OneAscent Large Cap Core ETF 1.1 86 -11 3.9 +3.2
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.1 12 63 3.9 +3.2
MGK Vanguard Mega Cap Growth ETF 1.1 7 68 3.7 +3.0
USXF iShares ESG Advanced MSCI USA ETF 1.1 10 65 4.3 +3.6
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.1 56 19 10.0 +9.3
LEAD Siren DIVCON Leaders Dividend ETF 1.1 43 32 3.8 +3.1
DSTL Distillate US Fundamental Stability & Value ETF 1.1 39 36 7.9 +7.2
EGUS iShares ESG Aware MSCI USA Growth ETF 1.0 18 57 3.4 +2.7
SUSA iShares MSCI USA ESG Select ETF 1.0 25 50 4.4 +3.7
ALTL Pacer Lunt Large Cap Alternator ETF 1.0 60 15 4.9 +4.2
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.0 35 40 3.3 +2.6
BFOR ALPS Barron's 400 ETF 1.0 65 10 5.3 +4.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.0 39 36 3.9 +3.1
AGIX KraneShares Artificial Intelligence and Technology ETF 1.0 99 -24 1.6 +0.9
SPXT ProShares S&P 500 Ex-Technology ETF 1.0 9 66 5.1 +4.4
STXG Strive 1000 Growth ETF 1.0 18 57 3.6 +2.9
INRO iShares U.S. Industry Rotation Active ETF 1.0 42 33 4.0 +3.3
RNSC Furst Trust Small Cap US Equity Select ETF 1.0 60 15 4.7 +4.0
MNZL Manzil Russell Halal USA Broad MarketETF 1.0 40 35 4.3 +3.6
IDV iShares International Select Dividend ETF 1.0 51 24 9.2 +8.4
IWF iShares Russell 1000 Growth ETF 1.0 19 56 3.7 +3.0
VONG Vanguard Russell 1000 Growth ETF 1.0 7 68 3.9 +3.2
NACP Impact Shares NAACP Minority Empowerment ETF 1.0 49 26 4.3 +3.6
SWP SWP Growth & Income ETF 1.0 99 -24 4.5 +3.7
CZA Invesco Zacks Mid-Cap ETF 1.0 72 3 6.2 +5.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.0 35 40 3.9 +3.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.0 45 30 4.0 +3.3
IWS iShares Russell Mid-Cap Value ETF 1.0 23 52 6.4 +5.7
ROE Astoria US Quality Kings ETF 1.0 49 26 5.9 +5.2
VAMO Cambria Value & Momentum ETF 1.0 61 14 5.1 +4.4
DSPY Tema S&P 500 Historical Weight ETF 1.0 18 57 4.8 +4.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.0 54 21 5.8 +5.1
OEI Optimized Equity Income ETF 1.0 75 0 3.6 +2.9
VB Vanguard Small-Cap ETF 1.0 5 70 5.6 +4.9
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.0 46 29 7.3 +6.5
NUMG Nuveen ESG Mid-Cap Growth ETF 1.0 31 44 1.9 +1.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.0 12 63 3.7 +3.0
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.9 25 50 4.5 +3.8
SMLF iShares U.S. SmallCap Equity Factor ETF 0.9 15 60 5.4 +4.6
GNR SPDR S&P Global Natural Resources ETF 0.9 40 35 8.1 +7.4
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.9 55 20 3.4 +2.7
IWY iShares Russell Top 200 Growth ETF 0.9 20 55 3.9 +3.2
ESGU iShares ESG Aware MSCI USA ETF 0.9 15 60 4.6 +3.9
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.9 58 17 3.8 +3.1
BKSE BNY Mellon US Small Cap Core Equity ETF 0.9 4 71 5.6 +4.9
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.9 29 46 6.9 +6.1
JHDV John Hancock U.S. High Dividend ETF 0.9 34 41 6.6 +5.9
PAVE Global X U.S. Infrastructure Development ETF 0.9 47 28 4.5 +3.8
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.9 20 55 7.5 +6.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.9 75 0 3.5 +2.8
HWAY Themes US Infrastructure ETF 0.9 29 46 5.1 +4.3
VOE Vanguard Mid-Cap Value ETF 0.9 7 68 7.1 +6.3
TOPC iShares S&P 500 3% Capped ETF 0.9 15 60 4.8 +4.0
SCHM Schwab U.S. Mid-Cap ETF 0.9 4 71 6.3 +5.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.9 29 46 6.0 +5.3
SFY SoFi Select 500 ETF 0.9 0 75 4.2 +3.5
HLAL Wahed FTSE USA Shariah ETF 0.9 50 25 4.1 +3.4
DVY iShares Select Dividend ETF 0.9 38 37 8.2 +7.5
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.9 20 55 6.5 +5.8
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 4.8 +4.1
CATH Global X S&P 500 Catholic Values Custom ETF 0.9 29 46 4.4 +3.7
VXF Vanguard Extended Market ETF 0.9 5 70 4.1 +3.4
VTWG Vanguard Russell 2000 Growth ETF 0.9 10 65 0.7 +0.0
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.9 60 15 6.0 +5.3
XJH iShares ESG Screened S&P Mid-Cap ETF 0.9 12 63 6.3 +5.6
FLRG Fidelity U.S. Multifactor ETF 0.9 15 60 6.2 +5.5
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.9 75 0 6.5 +5.8
DIVG Invesco S&P 500 High Dividend Growers ETF 0.9 39 36 7.6 +6.9
FSMD Fidelity Small-Mid Multifactor ETF 0.8 15 60 7.0 +6.3
DFUS Dimensional U.S. Equity ETF 0.8 9 66 4.5 +3.8
FNX First Trust Mid Cap Core AlphaDEX Fund 0.8 60 15 6.6 +5.9
LRGF iShares U.S. Equity Factor ETF 0.8 8 67 5.0 +4.3
ILCB iShares Morningstar U.S. Equity ETF 0.8 3 72 4.5 +3.8
VTV Vanguard Value ETF 0.8 4 71 6.1 +5.4
RSP Invesco S&P 500 Equal Weight ETF 0.8 20 55 6.2 +5.5
STOX Horizon Core Equity ETF 0.8 70 5 3.9 +3.2
FITE State Street SPDR S&P Kensho Future Security ETF 0.8 45 30 1.3 +0.6
EQAL Invesco Russell 1000 Equal Weight ETF 0.8 20 55 6.3 +5.6
SGLC SGI U.S. Large Cap Core ETF 0.8 85 -10 4.1 +3.4
SFTY Horizon Managed Risk ETF 0.8 77 -2 3.8 +3.1
CHRI Global X S&P 500 Christian Values ETF 0.8 29 46 4.3 +3.6
SPXN ProShares S&P 500 Ex-Financials ETF 0.8 9 66 4.4 +3.7
TOV JLens 500 Jewish Advocacy U.S. ETF 0.8 18 57 4.3 +3.6
FUNL CornerCap Fundametrics Large-Cap ETF 0.8 50 25 6.1 +5.4
RAUS RACWI US ETF 0.8 15 60 4.6 +3.8
JHML John Hancock Multifactor Large Cap ETF 0.8 29 46 4.9 +4.1
ESGG FlexShares STOXX Global ESG Select Index Fund 0.8 42 33 4.5 +3.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.8 9 66 4.1 +3.4
PPIE Putnam PanAgora ESG International Equity ETF 0.8 49 26 6.7 +6.0
IWM iShares Russell 2000 ETF 0.8 19 56 2.9 +2.2
VTI Vanguard Total Stock Market ETF 0.8 3 72 4.5 +3.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.8 24 51 7.4 +6.7
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.8 15 60 4.7 +4.0
AVMC Avantis U.S. Mid Cap Equity ETF 0.8 18 57 6.3 +5.6
RSSL Global X Russell 2000 ETF 0.8 8 67 3.0 +2.3
LDEM iShares ESG MSCI EM Leaders ETF 0.8 17 58 12.8 +12.1
VONE Vanguard Russell 1000 ETF 0.8 7 68 4.6 +3.9
IWB iShares Russell 1000 ETF 0.8 15 60 4.5 +3.8
AIA iShares Asia 50 ETF 0.8 50 25 9.7 +8.9
IYY iShares Dow Jones U.S. ETF 0.8 20 55 4.5 +3.8
IWV iShares Russell 3000 ETF 0.8 20 55 4.4 +3.7
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.8 20 55 4.4 +3.7
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.8 3 72 4.8 +4.1
VTHR Vanguard Russell 3000 ETF 0.8 7 68 4.5 +3.8
IWC iShares Micro-Cap ETF 0.8 60 15 -1.5 -2.2
AVUS Avantis U.S. Equity ETF 0.8 15 60 5.2 +4.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.8 3 72 4.5 +3.8
VV Vanguard Large-Cap ETF 0.8 4 71 4.5 +3.8
FBCG Fidelity Blue Chip Growth ETF 0.8 59 16 2.5 +1.8
SPXV ProShares S&P 500 Ex-Health Care ETF 0.8 9 66 4.3 +3.6
GXLC Global X U.S. 500 ETF 0.8 2 73 4.5 +3.8
ULVM VictoryShares US Value Momentum ETF 0.8 20 55 6.5 +5.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.8 24 51 6.4 +5.7
CGDV Capital Group Dividend Value ETF 0.8 33 42 4.2 +3.5
STRV Strive 500 ETF 0.7 5 70 4.5 +3.8
VOO Vanguard S&P 500 ETF 0.7 3 72 4.6 +3.9
SPYM State Street SPDR Portfolio S&P 500 ETF 0.7 2 73 4.6 +3.9
MODL VictoryShares WestEnd U.S. Sector ETF 0.7 42 33 4.4 +3.7
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.7 9 66 4.8 +4.0
IVV iShares Core S&P 500 ETF 0.7 3 72 4.6 +3.9
DUHP Dimensional US High Profitability ETF 0.7 21 54 5.5 +4.7
SPY SPDR S&P 500 ETF 0.7 9 66 4.5 +3.8
PRXG Praxis Impact Large Cap Growth ETF 0.7 36 39 3.5 +2.8
XVV iShares ESG Screened S&P 500 ETF 0.7 8 67 4.5 +3.8
IQDF FlexShares International Quality Dividend Index Fund 0.7 47 28 8.0 +7.3
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.7 47 28 7.9 +7.2
BRIF FIS Bright Portfolios Focused Equity ETF 0.7 65 10 3.9 +3.2
IMTM iShares MSCI Intl Momentum Factor ETF 0.7 30 45 4.9 +4.2
RVRB Reverb ETF 0.7 30 45 4.0 +3.3
VUG Vanguard Growth ETF 0.7 4 71 3.7 +3.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.7 9 66 5.3 +4.6
JQUA JPMorgan U.S. Quality Factor ETF 0.7 12 63 5.4 +4.7
EVUS iShares ESG Aware MSCI USA Value ETF 0.7 18 57 6.0 +5.2
FFOG Franklin Focused Growth ETF 0.7 61 14 1.8 +1.1
XT iShares Exponential Technologies ETF 0.7 46 29 4.4 +3.7
DEUS Xtrackers Russell US Multifactor ETF 0.7 17 58 6.7 +6.0
VOTE TCW Transform 500 ETF 0.7 5 70 4.5 +3.8
BUZZ VanEck Social Sentiment ETF 0.7 75 0 -0.7 -1.4
SPXE ProShares S&P 500 Ex-Energy ETF 0.7 9 66 4.5 +3.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.7 11 64 4.5 +3.8
TOK iShares MSCI Kokusai ETF 0.7 26 49 4.7 +3.9
DFAU Dimensional US Core Equity Market ETF 0.7 12 63 4.7 +4.0
DIM WisdomTree International MidCap Dividend Fund 0.7 58 17 6.4 +5.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.7 2 73 4.6 +3.8
BKLC BNY Mellon US Large Cap Core Equity ETF 0.7 0 75 4.5 +3.8
GVUS Marketbeta Russell 1000 Value Equity ETF 0.7 12 63 5.8 +5.1
VTWO Vanguard Russell 2000 ETF 0.7 7 68 3.1 +2.4
MADE iShares U.S. Manufacturing ETF 0.7 40 35 3.7 +3.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.7 9 66 4.7 +4.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.7 7 68 4.5 +3.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.7 18 57 7.1 +6.3
USEW Cambria US EW ETF 0.7 30 45 4.4 +3.7
IWL iShares Russell Top 200 ETF 0.7 15 60 4.3 +3.5
URTH iShares MSCI World ETF 0.7 24 51 4.7 +4.0
QGRO American Century U.S. Quality Growth ETF 0.7 29 46 4.1 +3.4
NANC Unusual Whales Subversive Democratic Trading ETF 0.6 75 0 3.3 +2.6
QDEF FlexShares Quality Dividend Defensive Index Fund 0.6 37 38 5.7 +5.0
VFMF Vanguard U.S. Multifactor ETF 0.6 18 57 7.1 +6.4
DCOR Dimensional US Core Equity 1 ETF 0.6 14 61 5.0 +4.3
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.6 60 15 5.1 +4.4
VONV Vanguard Russell 1000 Value ETF 0.6 7 68 5.9 +5.2
EMXF iShares ESG Advanced MSCI EM ETF 0.6 16 59 7.7 +6.9
IWD iShares Russell 1000 Value ETF 0.6 19 56 5.8 +5.1
DFSU Dimensional US Sustainability Core 1 ETF 0.6 18 57 5.0 +4.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.6 10 65 4.0 +3.3
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.6 55 20 9.5 +8.8
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 0.6 15 60 4.0 +3.3
IJT iShares S&P Small-Cap 600 Growth ETF 0.6 18 57 4.0 +3.3
AFLG First Trust Active Factor Large Cap ETF 0.6 55 20 5.4 +4.7
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.6 19 56 5.2 +4.5
QLC FlexShares US Quality Large Cap Index Fund 0.6 25 50 5.0 +4.2
QUAL iShares MSCI USA Quality Factor ETF 0.6 15 60 4.8 +4.0
QQQ Invesco QQQ Trust Series I 0.6 20 55 3.7 +3.0
ACWI iShares MSCI ACWI ETF 0.6 32 43 5.1 +4.4
QQQM Invesco NASDAQ 100 ETF 0.6 15 60 3.7 +3.0
KOKU Xtrackers MSCI Kokusai Equity ETF 0.6 9 66 4.8 +4.1
ISCG iShares Morningstar Small-Cap Growth ETF 0.6 6 69 3.0 +2.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.6 25 50 5.3 +4.6
JHSC John Hancock Multifactor Small Cap ETF 0.6 42 33 6.4 +5.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.6 19 56 5.4 +4.7
FNDA Schwab Fundamental US Small Co. Index ETF 0.6 25 50 6.6 +5.9
VT Vanguard Total World Stock ETF 0.6 6 69 5.4 +4.7
DFAC Dimensional U.S. Core Equity 2 ETF 0.6 17 58 5.1 +4.4
SMMD iShares Russell 2500 ETF 0.6 15 60 6.0 +5.3
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.6 32 43 4.3 +3.6
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 0.6 12 63 5.5 +4.8
JHMM John Hancock Multifactor Mid Cap ETF 0.6 42 33 5.7 +5.0
WCEO Hypatia Women CEO ETF 0.6 85 -10 5.1 +4.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.6 20 55 4.5 +3.8
WWJD Inspire International ETF 0.6 80 -5 6.5 +5.8
GLOF iShares Global Equity Factor ETF 0.5 20 55 6.1 +5.3
FENY Fidelity MSCI Energy Index ETF 0.5 8 67 6.5 +5.8
DON WisdomTree U.S. MidCap Dividend Fund 0.5 38 37 8.4 +7.7
IMCV iShares Morningstar Mid-Cap Value ETF 0.5 6 69 7.3 +6.6
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.5 65 10 5.0 +4.3
BLES Inspire Global Hope ETF 0.5 61 14 6.1 +5.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.5 20 55 4.6 +3.9
APUE ActivePassive U.S. Equity ETF 0.5 45 30 4.3 +3.6
NUEM Nuveen ESG Emerging Markets Equity ETF 0.5 36 39 6.6 +5.9
KRMA Global X Conscious Companies ETF 0.5 43 32 5.7 +5.0
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.5 12 63 6.6 +5.9
WSML iShares MSCI World Small-Cap ETF 0.5 15 60 5.7 +5.0
STXD Strive 1000 Dividend Growth ETF 0.5 35 40 4.7 +4.0
UMMA Wahed Dow Jones Islamic World ETF 0.5 65 10 4.2 +3.5
NULV Nuveen ESG Large-Cap Value ETF 0.5 26 49 5.5 +4.8
NUMV Nuveen ESG Mid-Cap Value ETF 0.5 31 44 5.9 +5.2
FQAL Fidelity Quality Factor ETF 0.5 15 60 5.1 +4.4
TPIF Timothy Plan International ETF 0.5 62 13 5.7 +5.0
STXK Strive Small-Cap ETF 0.5 18 57 5.6 +4.9
DLN WisdomTree U.S. LargeCap Dividend Fund 0.5 28 47 5.7 +5.0
ACVF American Conservative Values ETF 0.5 75 0 4.0 +3.3
FRDM Freedom 100 Emerging Markets ETF 0.5 49 26 6.4 +5.7
MGC Vanguard Mega Cap ETF 0.5 7 68 4.3 +3.6
DTD WisdomTree U.S. Total Dividend Fund 0.5 28 47 6.0 +5.3
NUSC Nuveen ESG Small-Cap ETF 0.5 31 44 5.3 +4.6
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.5 60 15 5.0 +4.3
DFVX Dimensional US Large Cap Vector ETF 0.5 22 53 5.6 +4.9
STXE Strive Emerging Markets Ex-China ETF 0.5 32 43 6.3 +5.6
AKAF The Frontier Economic Fund 0.5 20 55 5.3 +4.6
FFND Future Fund Active ETF 0.5 100 -25 4.7 +4.0
IWX iShares Russell Top 200 Value ETF 0.5 20 55 5.4 +4.7
WSGE Warren Street Global Equity ETF 0.5 80 -5 3.1 +2.4
QVML Invesco S&P 500 QVM Multi-factor ETF 0.5 11 64 4.7 +4.0
XCEM Columbia EM Core ex-China ETF 0.5 16 59 5.8 +5.1
VDE Vanguard Energy ETF 0.4 9 66 6.5 +5.8
LOWV AB US Low Volatility Equity ETF 0.4 48 27 4.6 +3.9
DGRO iShares Core Dividend Growth ETF 0.4 8 67 5.8 +5.1
ITAN Sparkline Intangible Value ETF 0.4 50 25 6.6 +5.9
EQIN Columbia US Equity Income ETF 0.4 35 40 6.3 +5.6
AVUV Avantis U.S. Small Cap Value ETF 0.4 25 50 8.5 +7.8
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.4 35 40 5.2 +4.5
FVD First Trust Value Line Dividend Index Fund 0.4 65 10 5.7 +5.0
JEPI JPMorgan Equity Premium Income ETF 0.4 35 40 4.9 +4.2
PBUS Invesco MSCI USA ETF 0.4 4 71 4.6 +3.9
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.4 12 63 5.6 +4.8
PRF Invesco FTSE RAFI US 1000 ETF 0.4 34 41 6.1 +5.4
CGGR Capital Group Growth ETF 0.4 39 36 2.8 +2.1
TPSC Timothy Plan US Small Cap Core ETF 0.4 52 23 6.9 +6.2
FESM Fidelity Enhanced Small Cap ETF 0.4 28 47 2.6 +1.9
IWN iShares Russell 2000 Value ETF 0.4 24 51 5.2 +4.5
EMXC iShares MSCI Emerging Markets ex China ETF 0.4 25 50 6.0 +5.3
VTWV Vanguard Russell 2000 Value ETF 0.4 10 65 5.4 +4.6
SPDW SPDR Portfolio Developed World ex-US ETF 0.4 3 72 6.2 +5.5
RWL Invesco S&P 500 Revenue ETF 0.4 39 36 6.2 +5.5
THRO iShares U.S. Thematic Rotation Active ETF 0.4 90 -15 3.6 +2.8
EZM WisdomTree U.S. MidCap Fund 0.4 38 37 8.5 +7.8
SCHV Schwab U.S. Large-Cap Value ETF 0.4 4 71 6.0 +5.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.4 56 19 7.5 +6.8
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.4 80 -5 7.1 +6.4
VEA Vanguard FTSE Developed Markets ETF 0.4 3 72 6.3 +5.6
EEMA iShares MSCI Emerging Markets Asia ETF 0.4 49 26 8.7 +8.0
ADME Aptus Drawdown Managed Equity ETF 0.4 79 -4 3.7 +2.9
CIL VictoryShares International Volatility Wtd ETF 0.4 45 30 5.8 +5.1
SCHF Schwab International Equity ETF 0.4 6 69 6.3 +5.6
ENHU iShares Enhanced Large Cap Core Active ETF 0.4 22 53 4.5 +3.8
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.4 8 67 6.6 +5.9
DXUV Dimensional US Vector Equity ETF 0.4 28 47 5.6 +4.9
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.4 30 45 4.2 +3.5
VSLU Applied Finance Valuation Large Cap ETF 0.4 49 26 5.2 +4.5
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.4 39 36 6.4 +5.6
OPTZ Optimize Strategy Index ETF 0.3 50 25 4.1 +3.4
STXV Strive 1000 Value ETF 0.3 18 57 7.1 +6.4
DFAS Dimensional U.S. Small Cap ETF 0.3 26 49 6.0 +5.3
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.3 70 5 8.0 +7.3
ROUS Hartford Multifactor US Equity ETF 0.3 19 56 5.7 +5.0
VOOV Vanguard S&P 500 Value ETF 0.3 7 68 5.9 +5.2
KLMN Invesco MSCI North America Climate ETF 0.3 9 66 4.7 +4.0
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.3 17 58 5.4 +4.7
IVE iShares S&P 500 Value ETF 0.3 18 57 5.8 +5.1
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.3 4 71 5.9 +5.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.3 7 68 4.7 +4.0
IDEV iShares Core MSCI International Developed Markets ETF 0.3 4 71 6.2 +5.5
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.3 29 46 4.3 +3.6
ESGE iShares ESG Aware MSCI EM ETF 0.3 25 50 9.3 +8.6
VIOO Vanguard S&P Small-Cap 600 ETF 0.3 7 68 6.7 +6.0
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.3 3 72 6.9 +6.2
IJR iShares Core S&P Small Cap ETF 0.3 6 69 6.9 +6.1
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.3 30 45 9.1 +8.4
IUSV iShares Core S&P US Value ETF 0.3 4 71 6.1 +5.4
IXUS iShares Core MSCI Total International Stock ETF 0.3 7 68 7.0 +6.3
EPS WisdomTree U.S. LargeCap Fund 0.3 8 67 5.2 +4.5
GINN Goldman Sachs Innovate Equity ETF 0.3 52 23 4.1 +3.4
DTH WisdomTree International High Dividend Fund 0.3 58 17 7.4 +6.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.3 25 50 8.3 +7.6
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.3 20 55 5.8 +5.1
EEM iShares MSCI Emerging Markets ETF 0.3 69 6 8.8 +8.1
GSPY Gotham Enhanced 500 ETF 0.3 50 25 4.8 +4.1
ACWX iShares MSCI ACWI ex U.S. ETF 0.3 34 41 6.8 +6.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.3 8 67 4.8 +4.0
VPL Vanguard FTSE Pacific ETF 0.3 7 68 5.8 +5.1
SPMV Invesco S&P 500 Minimum Variance ETF 0.3 10 65 5.1 +4.4
VBR Vanguard Small Cap Value ETF 0.3 7 68 8.3 +7.6
RWK Invesco S&P MidCap 400 Revenue ETF 0.3 39 36 8.4 +7.7
ISCB iShares Morningstar Small-Cap ETF 0.3 4 71 5.8 +5.1
VXUS Vanguard Total International Stock ETF 0.3 5 70 7.0 +6.3
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 54 3.3 +2.6
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.3 50 25 9.1 +8.4
JAVA JPMorgan Active Value ETF 0.3 44 31 5.8 +5.1
CWI SPDR MSCI ACWI ex-US ETF 0.3 30 45 6.9 +6.1
STXI Strive International Developed Markets ETF 0.3 29 46 6.2 +5.4
VEU Vanguard FTSE All-World ex-US Index Fund 0.3 4 71 7.1 +6.4
AVSC Avantis U.S Small Cap Equity ETF 0.3 25 50 5.0 +4.3
QINT American Century Quality Diversified International ETF 0.3 39 36 6.9 +6.2
IGE iShares North American Natural Resources ETF 0.3 41 34 5.4 +4.7
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.3 41 34 7.6 +6.9
ILCV iShares Morningstar Value ETF 0.3 4 71 5.7 +4.9
BKIE BNY Mellon International Equity ETF 0.3 4 71 6.2 +5.5
FNDC Schwab Fundamental International Small Co. Index ETF 0.3 39 36 7.0 +6.3
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.3 32 43 8.4 +7.7
IEMG iShares Core MSCI Emerging Markets ETF 0.3 9 66 9.1 +8.4
IUS Invesco RAFI Strategic US ETF 0.3 19 56 6.1 +5.4
DFAE Dimensional Emerging Core Equity Market ETF 0.3 35 40 7.8 +7.1
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.3 18 57 6.8 +6.1
FLAX Franklin FTSE Asia Ex Japan ETF 0.2 19 56 8.1 +7.4
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.2 41 34 6.4 +5.7
PRXV Praxis Impact Large Cap Value ETF 0.2 36 39 5.9 +5.2
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.2 15 60 5.3 +4.5
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.2 66 9 8.1 +7.4
KLMT Invesco MSCI Global Climate 500 ETF 0.2 10 65 5.4 +4.7
SCHX Schwab U.S. Large-Cap ETF 0.2 3 72 4.7 +3.9
GWX SPDR S&P International Small Cap ETF 0.2 40 35 6.1 +5.4
FLQL Franklin LibertyQ U.S. Equity ETF 0.2 15 60 5.0 +4.3
AVMV Avantis U.S. Mid Cap Value ETF 0.2 20 55 7.6 +6.9
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.2 15 60 8.9 +8.2
CGGO Capital Group Global Growth Equity ETF 0.2 47 28 4.7 +4.0
SCHK Schwab 1000 Index ETF 0.2 5 70 4.6 +3.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.2 20 55 5.2 +4.4
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.2 60 15 10.1 +9.4
SCHB Schwab U.S. Broad Market ETF 0.2 3 72 4.6 +3.9
BKEM BNY Mellon Emerging Markets Equity ETF 0.2 11 64 8.8 +8.1
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.2 36 39 8.6 +7.9
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.2 38 37 7.8 +7.1
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.2 80 -5 9.4 +8.7
DAK Dakota Active Equity ETF 0.2 43 32 4.1 +3.3
PY Principal Value ETF 0.2 15 60 7.3 +6.6
AVEM Avantis Emerging Markets Equity ETF 0.2 33 42 7.9 +7.2
EBI Longview Advantage ETF 0.2 35 40 6.4 +5.6
VIG Vanguard Dividend Appreciation ETF 0.2 5 70 5.2 +4.5
VYM Vanguard High Dividend Yield Index ETF 0.2 6 69 6.4 +5.7
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 50 6.7 +6.0
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.2 53 22 6.0 +5.3
DGRW WisdomTree US Quality Dividend Growth Fund 0.2 28 47 5.3 +4.6
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 60 6.2 +5.5
DFSI Dimensional International Sustainability Core 1 ETF 0.2 24 51 5.8 +5.1
AVDE Avantis International Equity ETF 0.2 23 52 6.4 +5.7
HDUS Hartford Disciplined US Equity ETF 0.2 19 56 5.1 +4.4
JHEM John Hancock Multifactor Emerging Markets ETF 0.2 49 26 8.4 +7.7
IDMO Invesco S&P International Developed Momentum ETF 0.2 25 50 5.4 +4.7
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.2 24 51 7.0 +6.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 36 2.5 +1.8
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.2 49 26 6.2 +5.5
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.2 45 30 7.2 +6.5
FNDX Schwab Fundamental US Large Co. Index ETF 0.2 25 50 6.7 +6.0
HFXI IQ FTSE International Equity Currency Neutral ETF 0.2 20 55 6.0 +5.3
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.2 15 60 9.9 +9.2
PFM Invesco Dividend Achievers ETF 0.2 53 22 4.9 +4.2
DEHP Dimensional Emerging Markets High Profitability ETF 0.2 41 34 5.6 +4.9
EZU iShares MSCI Eurozone ETF 0.2 52 23 6.0 +5.2
DFUV Dimensional US Marketwide Value ETF 0.2 22 53 6.6 +5.9
AVSD Avantis Responsible International Equity ETF 0.2 23 52 6.2 +5.5
UIVM VictoryShares International Value Momentum ETF 0.2 35 40 8.5 +7.8
AVDS Avantis International Small Cap Equity ETF 0.2 30 45 6.3 +5.6
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.2 39 36 7.2 +6.5
DFIC Dimensional International Core Equity 2 ETF 0.1 23 52 6.4 +5.7
USMV iShares MSCI USA Min Vol Factor ETF 0.1 15 60 5.3 +4.6
AVIE Avantis  Inflation Focused Equity ETF 0.1 25 50 6.1 +5.4
FELV Fidelity Enhanced Large Cap Value ETF 0.1 18 57 6.1 +5.4
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.1 33 42 7.1 +6.4
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.1 29 46 7.1 +6.4
FNK First Trust Mid Cap Value AlphaDEX Fund 0.1 70 5 10.0 +9.3
DFAT Dimensional U.S. Targeted Value ETF 0.1 28 47 9.1 +8.4
AIEQ AI Powered Equity ETF 0.1 75 0 4.1 +3.4
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.1 45 30 9.1 +8.4
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 50 7.8 +7.1
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 10 3.9 +3.2
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 45 5.3 +4.6
DFSV Dimensional US Small Cap Value ETF 0.1 31 44 9.4 +8.6
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.1 45 30 5.9 +5.2
DIVB iShares Core Dividend ETF 0.1 5 70 7.7 +7.0
DFAI Dimensional International Core Equity Market ETF 0.1 18 57 6.2 +5.5
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 45 6.7 +6.0
IDHQ Invesco S&P International Developed High Quality ETF 0.1 29 46 5.9 +5.2
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.1 59 16 9.4 +8.7
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 50 6.4 +5.7
EFV iShares MSCI EAFE Value ETF 0.1 34 41 7.7 +7.0
SNPE Xtrackers S&P 500 ESG ETF 0.1 10 65 4.7 +4.0
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.1 40 35 5.8 +5.1
SFGV Sequoia Global Value ETF 0.1 23 52 7.4 +6.7
SCHG Schwab U.S. Large-Cap Growth ETF 0.1 4 71 3.7 +2.9
AVSE Avantis Responsible Emerging Markets Equity ETF 0.1 33 42 7.6 +6.9
FTEC Fidelity MSCI Information Technology Index ETF 0.1 8 67 3.7 +3.0
DFLV Dimensional US Large Cap Value ETF 0.1 22 53 6.5 +5.8
IEV iShares Europe ETF 0.1 67 8 6.1 +5.4
LCDS JPMorgan Fundamental Data Science Large Core ETF 0.1 30 45 4.4 +3.7
DEW WisdomTree Global High Dividend Fund 0.1 58 17 7.4 +6.7
DWM WisdomTree International Equity Fund 0.1 48 27 5.8 +5.1
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.1 40 35 4.3 +3.6
VGT Vanguard Information Technology ETF 0.1 9 66 3.7 +3.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.1 12 63 4.8 +4.1
IEUR iShares Core MSCI Europe ETF 0.1 11 64 6.6 +5.9
JSTC Adasina Social Justice All Cap Global ETF 0.1 89 -14 4.8 +4.1
DSI iShares MSCI KLD 400 Social ETF 0.1 25 50 4.6 +3.9
BBEU JPMorgan BetaBuilders Europe ETF 0.1 9 66 6.5 +5.7
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.1 46 29 5.7 +5.0
SPEU SPDR Portfolio Europe ETF 0.1 7 68 6.7 +6.0
VGK Vanguard FTSE Europe ETF 0.1 6 69 6.8 +6.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.1 39 36 8.2 +7.5
IQLT iShares MSCI Intl Quality Factor ETF 0.1 30 45 5.6 +4.9
FLEE Franklin FTSE Europe ETF 0.1 9 66 6.5 +5.8
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.1 35 40 5.9 +5.2
VYMI Vanguard International High Dividend Yield ETF 0.1 17 58 8.3 +7.6
DXIV Dimensional International Vector Equity ETF 0.1 34 41 6.8 +6.1
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.1 20 55 5.9 +5.1
EFA iShares MSCI EAFE ETF 0.1 35 40 6.0 +5.3
DFIV Dimensional International Value ETF 0.0 27 48 8.0 +7.3
IEFA iShares Core MSCI EAFE ETF 0.0 7 68 6.3 +5.6
IVLU iShares MSCI Intl Value Factor ETF 0.0 30 45 8.4 +7.7
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.0 36 39 5.6 +4.9
GSID Goldman Sachs MarketBeta International Equity ETF 0.0 20 55 6.1 +5.4
AVSU Avantis Responsible U.S. Equity ETF 0.0 15 60 5.5 +4.8
FAB First Trust Multi Cap Value AlphaDEX Fund 0.0 67 8 9.0 +8.3
FELG Fidelity Enhanced Large Cap Growth ETF 0.0 18 57 3.6 +2.9
CCNR ALPS CoreCommodity Natural Resources ETF 0.0 39 36 8.0 +7.2
MFMO Motley Fool Momentum Factor ETF 0.0 50 25 2.4 +1.7
AQLT iShares MSCI Global Quality Factor ETF 0.0 18 57 0.0 -0.7
IGM iShares Expanded Tech Sector ETF 0.0 41 34 3.3 +2.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.0 10 65 4.6 +3.9
EMGF iShares Emerging Markets Equity Factor ETF 0.0 25 50 10.1 +9.4
SUSL iShares ESG MSCI USA Leaders ETF 0.0 10 65 4.6 +3.9
GVLU Gotham 1000 Value ETF 0.0 50 25 8.4 +7.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.0 25 50 5.8 +5.1
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.0 25 50 6.6 +5.9
JHMD John Hancock Multifactor Developed International ETF 0.0 39 36 6.4 +5.7
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.0 30 45 6.2 +5.5
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.0 30 45 8.5 +7.7
OBOR KraneShares MSCI One Belt One Road Index ETF 0.0 79 -4 7.1 +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 -0.7
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.0 33 42 7.6 +6.9

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

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RESULTS & ESTIMATES

  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 5.7 x
Less: Expense ratio 75 bp
Equals: ALTAR Score 0.7 %
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.