Tortoise Nuclear Renaissance ETF
ALTAR
Score™		 0.6% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 55.7x P/Sales
ratio		 4.8x
P/BV
ratio		 6.2x Div.
yield		 1.1%


  • 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
CURTISS-WRIGHT CORP 8.0 %
BWX TECHNOLOGIES, INC. 7.6 %
CONSTELLATION ENERGY CORPORATION 7.6 %
MIRION TECHNOLOGIES, INC. CLASS A 7.4 %
CAMECO CORP 7.2 %
TALEN ENERGY CORP 6.9 %
VISTRA ENERGY CORP. 6.4 %
DOOSAN HEAVY INDUSTRIES 6.4 %
PUBLIC SERVICE ENTERPRISE GP 5.4 %
AMENTUM HOLDINGS INC 5.3 %
Total 68.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 71.2 %
CANADA 14.9 %
SOUTH KOREA 6.4 %
FINLAND 4.8 %
KAZAKHSTAN 0.0 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru January 31)
Year-to-date 1 year 5 years 10 years Since Incep.
12.8% -- -- -- 12.9%

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

Technical Indicators
Recent close $27.83
30d moving avg. $27.90
Annualized volatility 0.0%
Short interest (ETF) 0.0%
Relative strength (RSI) 52

Liquidity measures
Avg. volume (thou.) 5
Turnover 6.3%
Bid/Ask (% of price) 0.60%
ADV underlying (mns) $0

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 673 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™: 0.6%


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 31.8 35 40 0.8 +0.2
NLR VanEck Uranium+Nuclear Energy ETF 31.0 61 14 1.3 +0.7
URA Global X Uranium ETF 24.0 69 6 0.6 -0.0
AIPO Defiance AI & Power Infrastructure ETF 20.7 69 6 0.9 +0.3
FTWO Strive FAANG 2.0 ETF 16.0 49 26 3.5 +2.9
FUTY Fidelity MSCI Utilities Index ETF 14.5 8 67 4.7 +4.1
UTES Virtus Reaves Utilities ETF 14.0 49 26 3.5 +2.9
NETZ TCW Transform Systems ETF 14.0 75 0 1.3 +0.7
XLU The Utilities Select Sector SPDR Fund 13.1 8 67 4.6 +4.0
VPU Vanguard Utilities ETF 12.8 9 66 4.7 +4.1
ZAP Global X U.S. Electrification ETF 12.0 50 25 3.4 +2.8
IDU iShares U.S. Utilities ETF 11.6 40 35 4.2 +3.6
PUI Invesco Dorsey Wright Utilities Momentum ETF 10.0 60 15 4.2 +3.6
CCSO Carbon Collective Climate Solutions US Equity ETF 9.6 35 40 0.9 +0.3
RSPU Invesco S&P 500 Equal Weight Utilities ETF 9.5 40 35 4.8 +4.2
SCDV Bahl & Gaynor Small Cap Dividend ETF 9.1 70 5 3.7 +3.1
POWR iShares U.S. Power Infrastructure ETF 8.8 40 35 3.9 +3.3
CDIG City Different Investments Global Equity ETF 8.7 75 0 -1.5 -2.1
QMOM Alpha Architect U.S. Quantitative Momentum ETF 8.7 39 36 1.1 +0.5
JXI iShares Global Utilities ETF 8.6 43 32 4.9 +4.3
CBSE Clough Select Equity ETF 8.5 85 -10 0.4 -0.2
GLRY Inspire Faithward Mid Cap Momentum ETF 8.4 80 -5 3.7 +3.1
XME State Street SPDR S&P Metals & Mining ETF 7.7 35 40 4.9 +4.3
CSD Invesco S&P Spin-Off ETF 7.6 65 10 3.9 +3.3
GPT Intelligent Alpha Atlas ETF 7.4 69 6 6.1 +5.5
SRVR Pacer Data & Infrastructure Real Estate ETF 7.2 55 20 3.8 +3.2
XAR State Street SPDR S&P Aerospace & Defense ETF 7.0 35 40 1.6 +1.0
LOUP Innovator Deepwater Frontier Tech ETF 6.7 70 5 1.0 +0.4
TCAI Tortoise AI Infrastructure ETF 6.5 65 10 1.7 +1.1
VCLN Virtus Duff & Phelps Clean Energy ETF 6.4 59 16 2.5 +1.9
FPX First Trust US Equity Opportunities ETF 6.0 61 14 0.9 +0.3
GRNJ Fundstrat Granny Shts US Sm- &Mid-CapETF 6.0 75 0 2.0 +1.4
CSMD Congress SMid Growth ETF 5.9 69 6 3.3 +2.7
XMMO Invesco S&P MidCap Momentum ETF 5.6 34 41 3.6 +3.0
AFOS ARS Focused Opportunities Strategy ETF 5.6 45 30 2.1 +1.5
FPWR First Trust EIP Power Solutions ETF 5.5 96 -21 4.3 +3.7
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 5.5 75 0 6.2 +5.6
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 5.2 60 15 6.8 +6.2
SAMM Strategas Macro Momentum ETF 5.1 66 9 3.6 +3.0
VOLT Tema Electrification ETF 4.9 75 0 2.6 +2.0
RBLD First Trust Alerian US NextGen Infrastructure ETF 4.9 65 10 3.9 +3.3
ARKQ ARK Autonomous Technology & Robotics ETF 4.7 75 0 0.9 +0.3
IGF iShares Global Infrastructure ETF 4.7 41 34 4.1 +3.5
GII SPDR S&P Global Infrastructure ETF 4.7 40 35 4.1 +3.5
FTC First Trust Large Cap Growth AlphaDEX Fund 4.7 59 16 1.9 +1.3
FMKT The Free Markets ETF 4.7 76 -1 4.0 +3.4
SMAP Amplify Small-Mid Cap Equity ETF 4.6 60 15 4.4 +3.8
PXI Invesco Dorsey Wright Energy Momentum ETF 4.4 60 15 5.7 +5.1
INFL Horizon Kinetics Inflation Beneficiaries ETF 4.4 85 -10 2.7 +2.1
MDCP VictoryShares THB Mid Cap ESG ETF 4.4 55 20 4.6 +4.0
GRNY Fundstrat Granny Shots US Large Cap ETF 4.3 75 0 2.2 +1.6
NBDS Neuberger Berman Disrupters ETF 4.2 55 20 0.9 +0.3
LVDS JPMorgan Fundamental Data Science Large Value ETF 4.1 49 26 5.0 +4.4
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 4.0 60 15 3.8 +3.2
VOT Vanguard Mid-Cap Growth ETF 4.0 7 68 3.1 +2.5
SHLD Global X Defense Tech ETF 3.9 50 25 2.4 +1.8
EFNL iShares MSCI Finland ETF 3.9 56 19 5.9 +5.3
SETM Sprott Energy Transition Materials ETF 3.8 65 10 1.5 +0.9
CNRG State Street SPDR S&P Kensho Clean Power ETF 3.8 45 30 -0.0 -0.6
ITA iShares U.S. Aerospace & Defense ETF 3.7 40 35 1.3 +0.7
RUNN Running Oak Efficient Growth ETF 3.7 58 17 4.5 +3.9
POW VistaShares Electrification Supercycle ETF 3.6 75 0 2.4 +1.8
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 3.6 59 16 3.2 +2.6
RPG Invesco S&P 500 Pure Growth ETF 3.4 35 40 2.8 +2.2
HYP Golden Eagle Dynamic Hypergrowth ETF 3.3 85 -10 -0.8 -1.4
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 3.3 95 -20 -0.5 -1.1
BAI iShares AI Innovation and Tech Active ETF 3.3 55 20 1.3 +0.7
YNOT Horizon Digital Frontier ETF 3.3 75 0 2.8 +2.2
FSST Fidelity Sustainable U.S. Equity ETF 3.2 59 16 3.2 +2.6
IVES Wedbush ETFMG Global Cloud Technology ETF 3.1 68 7 4.1 +3.5
MID American Century Mid Cap Growth Impact ETF 3.1 45 30 2.8 +2.2
MISL First Trust Indxx Aerospace & Defense ETF 3.1 60 15 1.4 +0.8
TAX Cambria Tax Aware ETF 3.0 49 26 4.1 +3.5
IQM Franklin Intelligent Machines ETF 3.0 50 25 1.2 +0.6
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 2.9 47 28 4.8 +4.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.9 64 11 1.3 +0.7
COWS Amplify Cash Flow Dividend Leaders ETF 2.9 0 75 7.4 +6.8
OSCV Opus Small Cap Value ETF 2.9 79 -4 5.6 +5.0
AIRR First Trust RBA American Industrial Renaissance ETF 2.9 70 5 3.5 +2.9
PPA Invesco Aerospace & Defense ETF 2.8 58 17 1.6 +1.0
IJK iShares S&P Mid-Cap 400 Growth ETF 2.7 17 58 4.1 +3.5
FIDU Fidelity MSCI Industrial Index ETF 2.7 8 67 3.4 +2.8
EMLP First Trust North American Energy Infrastructure Fund 2.7 95 -20 4.6 +4.0
TRFM AAM Transformers ETF 2.7 49 26 1.1 +0.5
VIS Vanguard Industrials ETF 2.7 9 66 3.4 +2.8
PDP Invesco Dorsey Wright Momentum ETF 2.6 62 13 1.5 +0.9
GURU Global X Guru Index ETF 2.6 75 0 2.5 +1.9
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 2.5 61 14 5.4 +4.8
MTUM iShares MSCI USA Momentum Factor ETF 2.5 15 60 2.7 +2.1
IYJ iShares U.S. Industrials ETF 2.5 40 35 3.8 +3.2
PSCT Invesco S&P SmallCap Information Technology ETF 2.5 29 46 4.0 +3.4
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 2.5 15 60 4.2 +3.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.5 10 65 4.2 +3.6
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.5 75 0 2.1 +1.5
XOEF iShares S&P 500 ex S&P 100 ETF 2.4 20 55 4.7 +4.1
FXU First Trust Utilities AlphaDEX Fund 2.4 64 11 5.1 +4.5
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.4 20 55 4.2 +3.6
NATO Themes Transatlantic Defense ETF 2.4 35 40 1.6 +1.0
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.3 60 15 1.2 +0.6
ICAP InfraCap Equity Income Fund ETF 2.3 171 -96 4.3 +3.7
SPHB Invesco S&P 500 High Beta ETF 2.3 25 50 4.1 +3.5
EIPI FT Energy Income Partners Enhanced Income ETF 2.3 110 -35 5.3 +4.7
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.3 35 40 4.5 +3.9
PKB Invesco Building & Construction ETF 2.2 62 13 3.2 +2.6
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 2.2 49 26 6.4 +5.8
EXI iShares Global Industrials ETF 2.2 42 33 3.4 +2.8
XMHQ Invesco S&P MidCap Quality ETF 2.1 25 50 5.8 +5.2
IWP iShares Russell Mid-Cap Growth ETF 2.1 23 52 2.7 +2.1
ROKT State Street SPDR S&P Kensho Final Frontiers ETF 2.1 45 30 0.9 +0.3
VO Vanguard Mid-Cap ETF 2.1 4 71 5.2 +4.6
SRHQ SRH U.S. Quality ETF 2.1 35 40 6.5 +5.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.1 65 10 4.8 +4.2
PTL Inspire 500 ETF 2.1 9 66 4.5 +3.9
XLI The Industrial Select Sector SPDR Fund 2.1 8 67 3.4 +2.8
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 2.0 60 15 -0.9 -1.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.0 18 57 5.0 +4.4
EWC iShares MSCI Canada ETF 2.0 50 25 5.1 +4.5
SPIT F/m Emerald Special Situations ETF 1.9 105 -30 -0.7 -1.3
BDIV AAM Brentview Dividend Growth ETF 1.9 49 26 3.6 +3.0
VBK Vanguard Small-Cap Growth ETF 1.9 7 68 1.3 +0.7
FLDZ RiverNorth Patriot ETF 1.9 75 0 5.5 +4.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.9 70 5 2.0 +1.4
SPDV AAM S&P 500 High Dividend Value ETF 1.9 29 46 10.6 +10.0
IMCG iShares Morningstar Mid-Cap Growth ETF 1.9 6 69 3.5 +2.9
IPAV Global X Infrastructure Development ex-U.S. ETF 1.9 55 20 5.5 +4.9
EWY iShares MSCI South Korea ETF 1.9 58 17 4.2 +3.6
FLKR Franklin FTSE South Korea ETF 1.9 9 66 5.3 +4.7
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.8 75 0 4.1 +3.5
GVIP Goldman Sachs Hedge Industry VIP ETF 1.8 45 30 2.5 +1.9
FFLC Fidelity Fundamental Large Cap Core ETF 1.8 38 37 3.9 +3.3
IFRA iShares U.S. Infrastructure ETF 1.8 30 45 5.5 +4.9
VFMO Vanguard U.S. Momentum Factor ETF 1.8 13 62 1.8 +1.2
FLCA Franklin FTSE Canada ETF 1.8 9 66 5.5 +4.9
IQRA IQ CBRE Real Assets ETF 1.8 65 10 5.6 +5.0
FCPI Fidelity Stocks for Inflation ETF 1.8 15 60 5.8 +5.2
ARKX ARK Space Exploration & Innovation ETF 1.8 75 0 -0.0 -0.6
RW Rainwater Equity ETF 1.8 125 -50 2.6 +2.0
FRNW Fidelity Clean Energy ETF 1.8 39 36 1.9 +1.3
GGRW Gabelli Growth Innovators ETF 1.8 90 -15 2.0 +1.4
GK AdvisorShares Gerber Kawasaki ETF 1.8 75 0 1.6 +1.0
NULG Nuveen ESG Large-Cap Growth ETF 1.8 26 49 3.0 +2.4
RAYD Rayliant Quantitative Developed Market Equity ETF 1.8 80 -5 3.6 +3.0
WUGI AXS Esoterica NextG Economy ETF 1.8 75 0 1.7 +1.1
FAN First Trust Global Wind Energy ETF 1.8 60 15 3.0 +2.4
RDVY First Trust Rising Dividend Achievers ETF 1.8 50 25 5.1 +4.5
ETEC iShares Breakthrough Environmental Solutions ETF 1.8 47 28 2.8 +2.2
CAML Congress Large Cap Growth ETF 1.8 66 9 2.3 +1.7
DARP Grizzle Growth ETF 1.8 75 0 1.8 +1.2
AIS VistaShares Artificial Intelligence Supercycle ETF 1.8 75 0 1.8 +1.2
LOGO Alpha Brands Consumption Leaders ETF 1.8 69 6 2.5 +1.9
STXM Strive Mid-Cap ETF 1.8 18 57 5.3 +4.7
FEX First Trust Large Cap Core AlphaDEX Fund 1.8 59 16 5.1 +4.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.8 60 15 5.9 +5.3
CRTC Xtrackers US National Critical Technologies ETF 1.8 35 40 4.2 +3.6
FSGS First Trust SMID Growth Strength ETF 1.7 60 15 4.8 +4.2
AFMC First Trust Active Factor Mid Cap ETF 1.7 65 10 7.1 +6.5
QDF FlexShares Quality Dividend Index Fund 1.7 37 38 5.4 +4.8
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.7 52 23 4.8 +4.2
SPHQ Invesco S&P 500 Quality ETF 1.7 15 60 4.6 +4.0
LIVR Intelligent Livermore ETF 1.6 69 6 2.8 +2.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.6 15 60 3.1 +2.5
EIPX FT Energy Income Partners Strategy ETF 1.6 95 -20 5.9 +5.3
SAGP Strategas Global Policy Opportunities ETF 1.6 65 10 4.5 +3.9
NANR SPDR S&P North American Natural Resources ETF 1.6 35 40 6.1 +5.5
TEXN iShares Texas Equity ETF 1.6 20 55 5.2 +4.6
FDMO Fidelity Momentum Factor ETF 1.6 15 60 2.6 +2.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.5 58 17 4.8 +4.2
JMOM JPMorgan U.S. Momentum Factor ETF 1.5 12 63 3.6 +3.0
IXC iShares Global Energy ETF 1.5 44 31 7.7 +7.1
JHID John Hancock International High Dividend ETF 1.5 46 29 7.8 +7.2
EEMO Invesco S&P Emerging Markets Momentum ETF 1.5 29 46 7.4 +6.8
RGEF Rockefeller Global Equity ETF 1.5 55 20 3.9 +3.3
EV Mast Global Battery Recycling & Production ETF 1.5 65 10 6.2 +5.6
DGLO First Trust RBA Deglobalization ETF 1.4 70 5 5.3 +4.7
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.4 60 15 3.9 +3.3
FDWM Fidelity Women's Leadership ETF 1.4 59 16 3.6 +3.0
GEW Cambria Global EW ETF 1.4 29 46 5.4 +4.8
NULC Nuveen ESG Large-Cap ETF 1.4 21 54 4.1 +3.5
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.4 25 50 4.2 +3.6
ILCG iShares Morningstar Growth ETF 1.4 4 71 3.2 +2.6
TXS Texas Capital Texas Equity Index ETF 1.4 49 26 4.9 +4.3
BBCA JPMorgan BetaBuilders Canada ETF 1.4 19 56 5.4 +4.8
AZTD Aztlan Global Stock Selection DM SMID ETF 1.4 75 0 4.2 +3.6
FFOX FundX Future Fund Opportunities ETF 1.4 100 -25 2.3 +1.7
MDY SPDR S&P Midcap 400 ETF Trust 1.4 23 52 5.9 +5.3
IJH iShares Core S&P Mid-Cap ETF 1.4 5 70 6.1 +5.5
MAGA Point Bridge America First ETF 1.4 72 3 5.0 +4.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.4 14 61 4.3 +3.7
SMOX Horizon Small/Mid Cap Core Equity ETF 1.3 75 0 5.4 +4.8
AVUQ Avantis U.S. Quality ETF 1.3 15 60 3.7 +3.1
BRIF FIS Bright Portfolios Focused Equity ETF 1.3 65 10 3.7 +3.1
RSPN Invesco S&P 500 Equal Weight Industrials ETF 1.3 40 35 4.1 +3.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.3 9 66 5.2 +4.6
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 1.3 58 17 7.3 +6.7
HAPI Harbor Human Capital Factor US Large Cap ETF 1.3 36 39 4.2 +3.6
IWFG IQ Winslow Focused Large Cap Growth ETF 1.3 65 10 2.2 +1.6
ARKK ARK Innovation ETF 1.3 75 0 -3.1 -3.7
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.3 52 23 5.4 +4.8
JGRO JPMorgan Active Growth ETF 1.3 44 31 2.4 +1.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.3 15 60 6.1 +5.5
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.3 3 72 6.1 +5.5
IVOO Vanguard S&P Mid-Cap 400 ETF 1.3 7 68 6.0 +5.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.2 4 71 5.5 +4.9
IWR iShares Russell Midcap ETF 1.2 19 56 5.4 +4.8
SSPY Syntax Stratified LargeCap ETF 1.2 30 45 6.0 +5.4
FMDE Fidelity Enhanced Mid Cap ETF 1.2 23 52 5.4 +4.8
TPHD Timothy Plan High Dividend Stock ETF 1.2 52 23 5.8 +5.2
IMCB iShares Morningstar Mid-Cap ETF 1.2 4 71 5.3 +4.7
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.2 38 37 5.2 +4.6
PSC Principal U.S. Small-Cap ETF 1.2 38 37 3.8 +3.2
IWO iShares Russell 2000 Growth ETF 1.2 24 51 0.5 -0.1
ARTY iShares Future AI & Tech ETF 1.2 47 28 3.3 +2.7
LRGC AB US Large Cap Strategic Equities ETF 1.2 48 27 3.9 +3.3
QGRW WisdomTree U.S. Quality Growth Fund 1.2 28 47 3.0 +2.4
SPRX Spear Alpha ETF 1.2 75 0 -0.8 -1.4
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.2 35 40 6.8 +6.2
IUSG iShares Core S&P U.S. Growth ETF 1.2 4 71 3.2 +2.6
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.2 38 37 6.8 +6.2
WOMN Impact Shares YWCA Women's Empowerment ETF 1.2 75 0 4.8 +4.2
SPMO Invesco S&P 500 Momentum ETF 1.2 13 62 3.5 +2.9
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.2 20 55 4.7 +4.1
CFA VictoryShares US 500 Volatility Wtd ETF 1.2 35 40 5.2 +4.6
SFYX SoFi Next 500 ETF 1.2 0 75 5.0 +4.4
GQQQ Astoria US Quality Growth Kings ETF 1.1 35 40 3.5 +2.9
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.1 40 35 5.1 +4.5
VUSE Vident U.S. Equity Strategy ETF 1.1 50 25 3.8 +3.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.1 7 68 5.4 +4.8
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.1 20 55 0.9 +0.3
VOOG Vanguard S&P 500 Growth ETF 1.1 7 68 3.2 +2.6
IVW iShares S&P 500 Growth ETF 1.1 18 57 3.1 +2.5
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.1 4 71 3.2 +2.6
OALC OneAscent Large Cap Core ETF 1.1 86 -11 3.6 +3.0
DSTL Distillate US Fundamental Stability & Value ETF 1.1 39 36 7.3 +6.7
MGK Vanguard Mega Cap Growth ETF 1.1 7 68 3.5 +2.9
VAMO Cambria Value & Momentum ETF 1.1 61 14 5.0 +4.4
SMLF iShares U.S. SmallCap Equity Factor ETF 1.1 15 60 5.1 +4.5
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.1 12 63 3.7 +3.1
LEAD Siren DIVCON Leaders Dividend ETF 1.1 43 32 3.6 +3.0
USXF iShares ESG Advanced MSCI USA ETF 1.0 10 65 4.0 +3.4
XMAG Defiance Large Cap ex-Mag 7 ETF 1.0 35 40 4.5 +3.9
STXG Strive 1000 Growth ETF 1.0 18 57 3.3 +2.7
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.0 35 40 3.2 +2.6
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.0 39 36 3.6 +3.0
AGIX KraneShares Artificial Intelligence and Technology ETF 1.0 99 -24 1.5 +0.9
SPXT ProShares S&P 500 Ex-Technology ETF 1.0 9 66 4.8 +4.2
ROE Astoria US Quality Kings ETF 1.0 49 26 5.5 +4.9
RNSC Furst Trust Small Cap US Equity Select ETF 1.0 60 15 4.4 +3.8
EUSA iShares MSCI USA Equal Weighted ETF 1.0 9 66 5.5 +4.9
SIZE iShares MSCI USA Size Factor ETF 1.0 15 60 5.5 +4.9
TIME Clockwise Core Equity & Innovation ETF 1.0 95 -20 2.2 +1.6
BFOR ALPS Barron's 400 ETF 1.0 65 10 4.9 +4.3
CZA Invesco Zacks Mid-Cap ETF 1.0 72 3 5.8 +5.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.0 35 40 3.7 +3.1
VONG Vanguard Russell 1000 Growth ETF 1.0 7 68 3.6 +3.0
ESGU iShares ESG Aware MSCI USA ETF 1.0 15 60 4.3 +3.7
IWF iShares Russell 1000 Growth ETF 1.0 19 56 3.4 +2.8
VB Vanguard Small-Cap ETF 1.0 5 70 5.2 +4.6
EGUS iShares ESG Aware MSCI USA Growth ETF 1.0 18 57 3.2 +2.6
SWP SWP Growth & Income ETF 1.0 99 -24 4.0 +3.4
MNZL Manzil Russell Halal USA Broad MarketETF 1.0 40 35 4.0 +3.4
NACP Impact Shares NAACP Minority Empowerment ETF 1.0 49 26 4.0 +3.4
IWS iShares Russell Mid-Cap Value ETF 1.0 23 52 6.1 +5.5
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.0 54 21 5.7 +5.1
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.0 55 20 3.2 +2.6
FITE State Street SPDR S&P Kensho Future Security ETF 1.0 45 30 1.2 +0.6
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.0 46 29 7.4 +6.8
NUMG Nuveen ESG Mid-Cap Growth ETF 1.0 31 44 1.8 +1.2
STXK Strive Small-Cap ETF 1.0 18 57 5.2 +4.6
VTWG Vanguard Russell 2000 Growth ETF 1.0 10 65 0.7 +0.1
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.0 12 63 3.4 +2.8
OEI Optimized Equity Income ETF 0.9 75 0 3.4 +2.8
DSPY Tema S&P 500 Historical Weight ETF 0.9 18 57 4.5 +3.9
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.9 45 30 3.7 +3.1
AFLG First Trust Active Factor Large Cap ETF 0.9 55 20 5.1 +4.5
BKSE BNY Mellon US Small Cap Core Equity ETF 0.9 4 71 5.3 +4.7
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.9 29 46 6.6 +6.0
JHDV John Hancock U.S. High Dividend ETF 0.9 34 41 6.2 +5.6
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.9 56 19 9.4 +8.8
IWY iShares Russell Top 200 Growth ETF 0.9 20 55 3.6 +3.0
IDV iShares International Select Dividend ETF 0.9 51 24 8.9 +8.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.9 75 0 3.3 +2.7
ALTL Pacer Lunt Large Cap Alternator ETF 0.9 60 15 4.7 +4.1
VXF Vanguard Extended Market ETF 0.9 5 70 3.9 +3.3
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.9 20 55 7.1 +6.5
HGRO Hedgeye Quality Growth ETF 0.9 70 5 3.3 +2.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.9 29 46 5.7 +5.1
SPLV Invesco S&P 500 Low Volatility ETF 0.9 25 50 4.8 +4.2
SFY SoFi Select 500 ETF 0.9 0 75 3.9 +3.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 0.9 25 50 4.8 +4.2
XJH iShares ESG Screened S&P Mid-Cap ETF 0.9 12 63 5.9 +5.3
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.9 58 17 3.5 +2.9
SCHM Schwab U.S. Mid-Cap ETF 0.9 4 71 5.9 +5.3
DVY iShares Select Dividend ETF 0.9 38 37 7.8 +7.2
VOE Vanguard Mid-Cap Value ETF 0.9 7 68 6.7 +6.1
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.9 20 55 6.1 +5.5
TOPC iShares S&P 500 3% Capped ETF 0.9 15 60 4.5 +3.9
GNR SPDR S&P Global Natural Resources ETF 0.9 40 35 8.2 +7.6
PAVE Global X U.S. Infrastructure Development ETF 0.9 47 28 4.1 +3.5
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.9 35 40 6.4 +5.8
HLAL Wahed FTSE USA Shariah ETF 0.9 50 25 3.9 +3.3
FLRG Fidelity U.S. Multifactor ETF 0.9 15 60 5.9 +5.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.9 75 0 6.3 +5.7
CATH Global X S&P 500 Catholic Values Custom ETF 0.9 29 46 4.1 +3.5
DIVG Invesco S&P 500 High Dividend Growers ETF 0.9 39 36 7.3 +6.7
HWAY Themes US Infrastructure ETF 0.9 29 46 4.6 +4.0
FNX First Trust Mid Cap Core AlphaDEX Fund 0.8 60 15 6.1 +5.5
FSMD Fidelity Small-Mid Multifactor ETF 0.8 15 60 6.6 +6.0
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.8 60 15 5.5 +4.9
INRO iShares U.S. Industry Rotation Active ETF 0.8 42 33 3.7 +3.1
RSSL Global X Russell 2000 ETF 0.8 8 67 2.8 +2.2
IWM iShares Russell 2000 ETF 0.8 19 56 2.7 +2.1
DFUS Dimensional U.S. Equity ETF 0.8 9 66 4.2 +3.6
LRGF iShares U.S. Equity Factor ETF 0.8 8 67 4.8 +4.2
RSP Invesco S&P 500 Equal Weight ETF 0.8 20 55 5.8 +5.2
EQAL Invesco Russell 1000 Equal Weight ETF 0.8 20 55 6.1 +5.5
ILCB iShares Morningstar U.S. Equity ETF 0.8 3 72 4.2 +3.6
SGLC SGI U.S. Large Cap Core ETF 0.8 85 -10 3.8 +3.2
SPXN ProShares S&P 500 Ex-Financials ETF 0.8 9 66 4.1 +3.5
FUNL CornerCap Fundametrics Large-Cap ETF 0.8 50 25 6.1 +5.5
VTV Vanguard Value ETF 0.8 4 71 5.8 +5.2
JHML John Hancock Multifactor Large Cap ETF 0.8 29 46 4.6 +4.0
ESGG FlexShares STOXX Global ESG Select Index Fund 0.8 42 33 4.3 +3.7
CHRI Global X S&P 500 Christian Values ETF 0.8 29 46 4.1 +3.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.8 9 66 3.9 +3.3
PPIE Putnam PanAgora ESG International Equity ETF 0.8 49 26 5.9 +5.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.8 24 51 7.2 +6.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.8 15 60 4.4 +3.8
AVMC Avantis U.S. Mid Cap Equity ETF 0.8 18 57 6.0 +5.4
STOX Horizon Core Equity ETF 0.8 70 5 3.7 +3.1
TOV JLens 500 Jewish Advocacy U.S. ETF 0.8 18 57 4.1 +3.5
DUHP Dimensional US High Profitability ETF 0.8 21 54 5.0 +4.4
SFTY Horizon Managed Risk ETF 0.8 77 -2 3.6 +3.0
VTI Vanguard Total Stock Market ETF 0.8 3 72 4.2 +3.6
AVUS Avantis U.S. Equity ETF 0.8 15 60 4.9 +4.3
VONE Vanguard Russell 1000 ETF 0.8 7 68 4.3 +3.7
IWV iShares Russell 3000 ETF 0.8 20 55 4.1 +3.5
VTHR Vanguard Russell 3000 ETF 0.8 7 68 4.3 +3.7
IYY iShares Dow Jones U.S. ETF 0.8 20 55 4.2 +3.6
FBCG Fidelity Blue Chip Growth ETF 0.8 59 16 2.3 +1.7
IWB iShares Russell 1000 ETF 0.8 15 60 4.3 +3.7
SPXV ProShares S&P 500 Ex-Health Care ETF 0.8 9 66 4.1 +3.5
ULVM VictoryShares US Value Momentum ETF 0.8 20 55 6.2 +5.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.8 24 51 6.1 +5.5
CGDV Capital Group Dividend Value ETF 0.8 33 42 3.9 +3.3
RAUS RACWI US ETF 0.7 15 60 4.3 +3.7
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.7 3 72 4.5 +3.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.7 3 72 4.3 +3.7
BUZZ VanEck Social Sentiment ETF 0.7 75 0 -0.7 -1.3
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.7 20 55 4.1 +3.5
RVRB Reverb ETF 0.7 30 45 4.0 +3.4
WSML iShares MSCI World Small-Cap ETF 0.7 15 60 5.3 +4.7
MODL VictoryShares WestEnd U.S. Sector ETF 0.7 42 33 4.1 +3.5
IJT iShares S&P Small-Cap 600 Growth ETF 0.7 18 57 3.8 +3.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.7 9 66 4.5 +3.9
GXLC Global X U.S. 500 ETF 0.7 2 73 4.2 +3.6
VV Vanguard Large-Cap ETF 0.7 4 71 4.2 +3.6
STRV Strive 500 ETF 0.7 5 70 4.2 +3.6
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.7 17 58 5.0 +4.4
IQDF FlexShares International Quality Dividend Index Fund 0.7 47 28 7.5 +6.9
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.7 47 28 7.4 +6.8
VOO Vanguard S&P 500 ETF 0.7 3 72 4.3 +3.7
IVV iShares Core S&P 500 ETF 0.7 3 72 4.3 +3.7
JQUA JPMorgan U.S. Quality Factor ETF 0.7 12 63 5.1 +4.5
SPY SPDR S&P 500 ETF 0.7 9 66 4.3 +3.7
SPYM State Street SPDR Portfolio S&P 500 ETF 0.7 2 73 4.3 +3.7
SUSA iShares MSCI USA ESG Select ETF 0.7 25 50 4.1 +3.5
PRXG Praxis Impact Large Cap Growth ETF 0.7 36 39 3.2 +2.6
VUG Vanguard Growth ETF 0.7 4 71 3.4 +2.8
VTWO Vanguard Russell 2000 ETF 0.7 7 68 2.9 +2.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.7 9 66 5.0 +4.4
FFOG Franklin Focused Growth ETF 0.7 61 14 1.6 +1.0
EVUS iShares ESG Aware MSCI USA Value ETF 0.7 18 57 5.6 +5.0
AIA iShares Asia 50 ETF 0.7 50 25 8.8 +8.2
DEUS Xtrackers Russell US Multifactor ETF 0.7 17 58 6.4 +5.8
VOTE TCW Transform 500 ETF 0.7 5 70 4.2 +3.6
XVV iShares ESG Screened S&P 500 ETF 0.7 8 67 4.2 +3.6
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 0.7 15 60 3.8 +3.2
IWC iShares Micro-Cap ETF 0.7 60 15 -1.4 -2.0
SPXE ProShares S&P 500 Ex-Energy ETF 0.7 9 66 4.2 +3.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.7 11 64 4.3 +3.7
IMTM iShares MSCI Intl Momentum Factor ETF 0.7 30 45 4.6 +4.0
NANC Unusual Whales Subversive Democratic Trading ETF 0.7 75 0 3.0 +2.4
DIM WisdomTree International MidCap Dividend Fund 0.7 58 17 6.0 +5.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.7 2 73 4.3 +3.7
DFAU Dimensional US Core Equity Market ETF 0.7 12 63 4.4 +3.8
LDEM iShares ESG MSCI EM Leaders ETF 0.7 17 58 11.5 +10.9
XT iShares Exponential Technologies ETF 0.7 46 29 4.1 +3.5
DCOR Dimensional US Core Equity 1 ETF 0.7 14 61 4.7 +4.1
BKLC BNY Mellon US Large Cap Core Equity ETF 0.7 0 75 4.3 +3.7
GVUS Marketbeta Russell 1000 Value Equity ETF 0.7 12 63 5.5 +4.9
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.7 10 65 3.8 +3.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.7 9 66 4.4 +3.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.7 7 68 4.2 +3.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.7 18 57 6.8 +6.2
QUAL iShares MSCI USA Quality Factor ETF 0.7 15 60 4.4 +3.8
MADE iShares U.S. Manufacturing ETF 0.7 40 35 3.4 +2.8
QGRO American Century U.S. Quality Growth ETF 0.7 29 46 3.9 +3.3
QDEF FlexShares Quality Dividend Defensive Index Fund 0.6 37 38 5.4 +4.8
VFMF Vanguard U.S. Multifactor ETF 0.6 18 57 6.7 +6.1
TOK iShares MSCI Kokusai ETF 0.6 26 49 4.4 +3.8
USEW Cambria US EW ETF 0.6 30 45 4.2 +3.6
IWL iShares Russell Top 200 ETF 0.6 15 60 4.0 +3.4
ISCG iShares Morningstar Small-Cap Growth ETF 0.6 6 69 2.8 +2.2
QLC FlexShares US Quality Large Cap Index Fund 0.6 25 50 4.7 +4.1
DFSU Dimensional US Sustainability Core 1 ETF 0.6 18 57 4.7 +4.1
VONV Vanguard Russell 1000 Value ETF 0.6 7 68 5.6 +5.0
URTH iShares MSCI World ETF 0.6 24 51 4.4 +3.8
QQQ Invesco QQQ Trust Series I 0.6 20 55 3.5 +2.9
QQQM Invesco NASDAQ 100 ETF 0.6 15 60 3.5 +2.9
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.6 60 15 4.7 +4.1
IWD iShares Russell 1000 Value ETF 0.6 19 56 5.5 +4.9
EMXF iShares ESG Advanced MSCI EM ETF 0.6 16 59 7.1 +6.5
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.6 19 56 4.9 +4.3
KOKU Xtrackers MSCI Kokusai Equity ETF 0.6 9 66 4.5 +3.9
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.6 25 50 5.0 +4.4
JHSC John Hancock Multifactor Small Cap ETF 0.6 42 33 5.9 +5.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.6 19 56 5.1 +4.5
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 0.6 12 63 5.3 +4.7
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.6 32 43 4.1 +3.5
DFAC Dimensional U.S. Core Equity 2 ETF 0.6 17 58 4.8 +4.2
VT Vanguard Total World Stock ETF 0.6 6 69 5.1 +4.5
JHMM John Hancock Multifactor Mid Cap ETF 0.6 42 33 5.4 +4.8
WCEO Hypatia Women CEO ETF 0.6 85 -10 4.9 +4.3
SMMD iShares Russell 2500 ETF 0.6 15 60 5.7 +5.1
ACWI iShares MSCI ACWI ETF 0.6 32 43 4.8 +4.2
FNDA Schwab Fundamental US Small Co. Index ETF 0.6 25 50 6.2 +5.6
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.6 20 55 4.2 +3.6
WWJD Inspire International ETF 0.6 80 -5 6.1 +5.5
GLOF iShares Global Equity Factor ETF 0.5 20 55 5.7 +5.1
FENY Fidelity MSCI Energy Index ETF 0.5 8 67 7.0 +6.4
DON WisdomTree U.S. MidCap Dividend Fund 0.5 38 37 7.8 +7.2
VDE Vanguard Energy ETF 0.5 9 66 7.0 +6.4
IMCV iShares Morningstar Mid-Cap Value ETF 0.5 6 69 6.9 +6.3
BLES Inspire Global Hope ETF 0.5 61 14 5.7 +5.1
KRMA Global X Conscious Companies ETF 0.5 43 32 5.4 +4.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.5 20 55 4.4 +3.8
NUEM Nuveen ESG Emerging Markets Equity ETF 0.5 36 39 6.2 +5.6
STXD Strive 1000 Dividend Growth ETF 0.5 35 40 4.3 +3.7
NULV Nuveen ESG Large-Cap Value ETF 0.5 26 49 5.3 +4.7
NUMV Nuveen ESG Mid-Cap Value ETF 0.5 31 44 5.6 +5.0
FQAL Fidelity Quality Factor ETF 0.5 15 60 4.8 +4.2
UMMA Wahed Dow Jones Islamic World ETF 0.5 65 10 3.7 +3.1
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.5 12 63 6.3 +5.7
TPIF Timothy Plan International ETF 0.5 62 13 5.4 +4.8
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.5 60 15 4.7 +4.1
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.5 55 20 8.8 +8.2
DLN WisdomTree U.S. LargeCap Dividend Fund 0.5 28 47 5.4 +4.8
ACVF American Conservative Values ETF 0.5 75 0 3.8 +3.2
DFVX Dimensional US Large Cap Vector ETF 0.5 22 53 5.3 +4.7
DTD WisdomTree U.S. Total Dividend Fund 0.5 28 47 5.7 +5.1
NUSC Nuveen ESG Small-Cap ETF 0.5 31 44 4.9 +4.3
MGC Vanguard Mega Cap ETF 0.5 7 68 4.0 +3.4
FFND Future Fund Active ETF 0.5 100 -25 4.3 +3.7
ITAN Sparkline Intangible Value ETF 0.5 50 25 6.2 +5.6
QVML Invesco S&P 500 QVM Multi-factor ETF 0.5 11 64 4.5 +3.9
WSGE Warren Street Global Equity ETF 0.5 80 -5 2.9 +2.3
XCEM Columbia EM Core ex-China ETF 0.5 16 59 5.3 +4.7
FVD First Trust Value Line Dividend Index Fund 0.4 65 10 5.4 +4.8
LOWV AB US Low Volatility Equity ETF 0.4 48 27 4.3 +3.7
DGRO iShares Core Dividend Growth ETF 0.4 8 67 5.5 +4.9
APUE ActivePassive U.S. Equity ETF 0.4 45 30 4.1 +3.5
EQIN Columbia US Equity Income ETF 0.4 35 40 6.0 +5.4
AVUV Avantis U.S. Small Cap Value ETF 0.4 25 50 8.1 +7.5
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.4 35 40 4.9 +4.3
VTWV Vanguard Russell 2000 Value ETF 0.4 10 65 5.1 +4.5
JEPI JPMorgan Equity Premium Income ETF 0.4 35 40 4.6 +4.0
IWX iShares Russell Top 200 Value ETF 0.4 20 55 5.2 +4.6
FRDM Freedom 100 Emerging Markets ETF 0.4 49 26 5.8 +5.2
STXE Strive Emerging Markets Ex-China ETF 0.4 32 43 5.8 +5.2
IWN iShares Russell 2000 Value ETF 0.4 24 51 5.0 +4.4
PBUS Invesco MSCI USA ETF 0.4 4 71 4.3 +3.7
PRF Invesco FTSE RAFI US 1000 ETF 0.4 34 41 5.8 +5.2
CGGR Capital Group Growth ETF 0.4 39 36 2.5 +1.9
TPSC Timothy Plan US Small Cap Core ETF 0.4 52 23 6.5 +5.9
FESM Fidelity Enhanced Small Cap ETF 0.4 28 47 2.4 +1.8
RWL Invesco S&P 500 Revenue ETF 0.4 39 36 5.9 +5.3
SCHV Schwab U.S. Large-Cap Value ETF 0.4 4 71 5.7 +5.1
EZM WisdomTree U.S. MidCap Fund 0.4 38 37 7.9 +7.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.4 56 19 6.8 +6.2
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.4 12 63 5.1 +4.5
DFAS Dimensional U.S. Small Cap ETF 0.4 26 49 5.6 +5.0
SPDW SPDR Portfolio Developed World ex-US ETF 0.4 3 72 5.8 +5.2
IJR iShares Core S&P Small Cap ETF 0.4 6 69 6.5 +5.9
CIL VictoryShares International Volatility Wtd ETF 0.4 45 30 5.7 +5.1
VEA Vanguard FTSE Developed Markets ETF 0.4 3 72 5.9 +5.3
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.4 80 -5 6.5 +5.9
ADME Aptus Drawdown Managed Equity ETF 0.4 79 -4 3.4 +2.8
ENHU iShares Enhanced Large Cap Core Active ETF 0.4 22 53 4.2 +3.6
DXUV Dimensional US Vector Equity ETF 0.4 28 47 5.3 +4.7
EMXC iShares MSCI Emerging Markets ex China ETF 0.4 25 50 5.5 +4.9
AKAF The Frontier Economic Fund 0.4 20 55 5.0 +4.4
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.4 3 72 6.6 +6.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.4 30 45 3.9 +3.3
VSLU Applied Finance Valuation Large Cap ETF 0.4 49 26 4.8 +4.2
SCHF Schwab International Equity ETF 0.4 6 69 5.9 +5.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.4 39 36 6.0 +5.4
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.3 8 67 6.1 +5.5
EEMA iShares MSCI Emerging Markets Asia ETF 0.3 49 26 7.9 +7.3
OPTZ Optimize Strategy Index ETF 0.3 50 25 3.9 +3.3
VIOO Vanguard S&P Small-Cap 600 ETF 0.3 7 68 6.4 +5.8
ROUS Hartford Multifactor US Equity ETF 0.3 19 56 5.5 +4.9
KLMN Invesco MSCI North America Climate ETF 0.3 9 66 4.4 +3.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.3 7 68 4.5 +3.9
VOOV Vanguard S&P 500 Value ETF 0.3 7 68 5.6 +5.0
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.3 29 46 4.0 +3.4
IVE iShares S&P 500 Value ETF 0.3 18 57 5.5 +4.9
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.3 4 71 5.6 +5.0
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.3 70 5 7.3 +6.7
EBI Longview Advantage ETF 0.3 35 40 6.0 +5.4
IDEV iShares Core MSCI International Developed Markets ETF 0.3 4 71 5.8 +5.2
VBR Vanguard Small Cap Value ETF 0.3 7 68 7.8 +7.2
ISCB iShares Morningstar Small-Cap ETF 0.3 4 71 5.4 +4.8
EPS WisdomTree U.S. LargeCap Fund 0.3 8 67 4.9 +4.3
GINN Goldman Sachs Innovate Equity ETF 0.3 52 23 3.8 +3.2
DTH WisdomTree International High Dividend Fund 0.3 58 17 7.1 +6.5
GSPY Gotham Enhanced 500 ETF 0.3 50 25 4.6 +4.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.3 25 50 7.9 +7.3
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.3 20 55 5.4 +4.8
IUSV iShares Core S&P US Value ETF 0.3 4 71 5.8 +5.2
THRO iShares U.S. Thematic Rotation Active ETF 0.3 90 -15 3.3 +2.7
IGE iShares North American Natural Resources ETF 0.3 41 34 5.5 +4.9
SPMV Invesco S&P 500 Minimum Variance ETF 0.3 10 65 5.1 +4.5
RWK Invesco S&P MidCap 400 Revenue ETF 0.3 39 36 7.8 +7.2
IXUS iShares Core MSCI Total International Stock ETF 0.3 7 68 6.5 +5.9
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 54 3.1 +2.5
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.3 50 25 8.4 +7.8
JAVA JPMorgan Active Value ETF 0.3 44 31 5.4 +4.8
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.3 8 67 4.5 +3.9
ACWX iShares MSCI ACWI ex U.S. ETF 0.3 34 41 6.3 +5.7
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.3 30 45 8.3 +7.7
AVSC Avantis U.S Small Cap Equity ETF 0.3 25 50 4.8 +4.2
QINT American Century Quality Diversified International ETF 0.3 39 36 6.4 +5.8
VXUS Vanguard Total International Stock ETF 0.3 5 70 6.6 +6.0
STXI Strive International Developed Markets ETF 0.3 29 46 5.5 +4.9
EEM iShares MSCI Emerging Markets ETF 0.3 69 6 8.0 +7.4
CWI SPDR MSCI ACWI ex-US ETF 0.3 30 45 6.4 +5.8
VEU Vanguard FTSE All-World ex-US Index Fund 0.3 4 71 6.7 +6.1
BKIE BNY Mellon International Equity ETF 0.3 4 71 5.8 +5.2
FNDC Schwab Fundamental International Small Co. Index ETF 0.3 39 36 6.5 +5.9
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.3 32 43 7.6 +7.0
VPL Vanguard FTSE Pacific ETF 0.3 7 68 5.4 +4.8
IUS Invesco RAFI Strategic US ETF 0.3 19 56 5.8 +5.2
ESGE iShares ESG Aware MSCI EM ETF 0.3 25 50 8.4 +7.8
ILCV iShares Morningstar Value ETF 0.3 4 71 5.4 +4.8
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.3 18 57 6.3 +5.7
STXV Strive 1000 Value ETF 0.2 18 57 6.8 +6.2
PRXV Praxis Impact Large Cap Value ETF 0.2 36 39 5.6 +5.0
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.2 41 34 6.9 +6.3
FLAX Franklin FTSE Asia Ex Japan ETF 0.2 19 56 7.5 +6.9
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.2 41 34 6.1 +5.5
DFAE Dimensional Emerging Core Equity Market ETF 0.2 35 40 7.1 +6.5
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.2 66 9 7.6 +7.0
SCHX Schwab U.S. Large-Cap ETF 0.2 3 72 4.4 +3.8
IEMG iShares Core MSCI Emerging Markets ETF 0.2 9 66 8.3 +7.7
KLMT Invesco MSCI Global Climate 500 ETF 0.2 10 65 5.1 +4.5
SCHK Schwab 1000 Index ETF 0.2 5 70 4.4 +3.8
FLQL Franklin LibertyQ U.S. Equity ETF 0.2 15 60 4.7 +4.1
AVMV Avantis U.S. Mid Cap Value ETF 0.2 20 55 7.1 +6.5
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.2 15 60 8.2 +7.6
CGGO Capital Group Global Growth Equity ETF 0.2 47 28 4.3 +3.7
AIEQ AI Powered Equity ETF 0.2 75 0 3.8 +3.2
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.2 60 15 9.5 +8.9
SCHB Schwab U.S. Broad Market ETF 0.2 3 72 4.3 +3.7
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.2 15 60 5.0 +4.4
BKEM BNY Mellon Emerging Markets Equity ETF 0.2 11 64 8.1 +7.5
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.2 36 39 7.8 +7.2
GWX SPDR S&P International Small Cap ETF 0.2 40 35 5.6 +5.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.2 20 55 4.8 +4.2
DAK Dakota Active Equity ETF 0.2 43 32 3.8 +3.2
PY Principal Value ETF 0.2 15 60 6.9 +6.3
AVEM Avantis Emerging Markets Equity ETF 0.2 33 42 7.3 +6.7
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 50 6.4 +5.8
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.2 38 37 7.2 +6.6
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.2 80 -5 8.5 +7.9
DGRW WisdomTree US Quality Dividend Growth Fund 0.2 28 47 4.9 +4.3
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 60 5.9 +5.3
VIG Vanguard Dividend Appreciation ETF 0.2 5 70 4.9 +4.3
VYM Vanguard High Dividend Yield Index ETF 0.2 6 69 6.0 +5.4
AVDE Avantis International Equity ETF 0.2 23 52 6.0 +5.4
HDUS Hartford Disciplined US Equity ETF 0.2 19 56 4.9 +4.3
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.2 53 22 5.5 +4.9
DFUV Dimensional US Marketwide Value ETF 0.2 22 53 6.3 +5.7
DFSI Dimensional International Sustainability Core 1 ETF 0.2 24 51 5.4 +4.8
JHEM John Hancock Multifactor Emerging Markets ETF 0.2 49 26 7.8 +7.2
IDMO Invesco S&P International Developed Momentum ETF 0.2 25 50 5.1 +4.5
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.2 24 51 6.6 +6.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 36 2.4 +1.8
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.2 49 26 5.8 +5.2
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.2 45 30 6.7 +6.1
FNDX Schwab Fundamental US Large Co. Index ETF 0.2 25 50 6.4 +5.8
HFXI IQ FTSE International Equity Currency Neutral ETF 0.2 20 55 5.7 +5.1
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.2 15 60 8.9 +8.3
PFM Invesco Dividend Achievers ETF 0.2 53 22 4.6 +4.0
AVSD Avantis Responsible International Equity ETF 0.2 23 52 5.7 +5.1
UIVM VictoryShares International Value Momentum ETF 0.2 35 40 8.0 +7.4
FNK First Trust Mid Cap Value AlphaDEX Fund 0.2 70 5 9.3 +8.7
AVDS Avantis International Small Cap Equity ETF 0.2 30 45 5.8 +5.2
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.2 39 36 6.7 +6.1
DEHP Dimensional Emerging Markets High Profitability ETF 0.1 41 34 5.1 +4.5
AVIE Avantis  Inflation Focused Equity ETF 0.1 25 50 6.0 +5.4
FELV Fidelity Enhanced Large Cap Value ETF 0.1 18 57 5.8 +5.2
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.1 33 42 6.5 +5.9
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.1 29 46 6.9 +6.3
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 10 3.6 +3.0
DFIC Dimensional International Core Equity 2 ETF 0.1 23 52 6.0 +5.4
EZU iShares MSCI Eurozone ETF 0.1 52 23 5.4 +4.8
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.1 45 30 8.3 +7.7
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 45 5.1 +4.5
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.1 45 30 5.6 +5.0
DIVB iShares Core Dividend ETF 0.1 5 70 7.3 +6.7
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 50 7.5 +6.9
IDHQ Invesco S&P International Developed High Quality ETF 0.1 29 46 5.3 +4.7
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.1 59 16 8.6 +8.0
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 50 6.0 +5.4
DFAT Dimensional U.S. Targeted Value ETF 0.1 28 47 8.6 +8.0
DFAI Dimensional International Core Equity Market ETF 0.1 18 57 5.8 +5.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 45 6.3 +5.7
DFSV Dimensional US Small Cap Value ETF 0.1 31 44 8.8 +8.2
SNPE Xtrackers S&P 500 ESG ETF 0.1 10 65 4.4 +3.8
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.1 40 35 5.5 +4.9
USMV iShares MSCI USA Min Vol Factor ETF 0.1 15 60 5.1 +4.5
SCHG Schwab U.S. Large-Cap Growth ETF 0.1 4 71 3.4 +2.8
SFGV Sequoia Global Value ETF 0.1 23 52 7.0 +6.4
DFLV Dimensional US Large Cap Value ETF 0.1 22 53 6.2 +5.6
FTEC Fidelity MSCI Information Technology Index ETF 0.1 8 67 3.5 +2.9
AVSE Avantis Responsible Emerging Markets Equity ETF 0.1 33 42 6.9 +6.3
EFV iShares MSCI EAFE Value ETF 0.1 34 41 7.3 +6.7
VGT Vanguard Information Technology ETF 0.1 9 66 3.5 +2.9
LCDS JPMorgan Fundamental Data Science Large Core ETF 0.1 30 45 4.1 +3.5
DEW WisdomTree Global High Dividend Fund 0.1 58 17 7.2 +6.6
DWM WisdomTree International Equity Fund 0.1 48 27 5.4 +4.8
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.1 40 35 4.0 +3.4
JSTC Adasina Social Justice All Cap Global ETF 0.1 89 -14 4.5 +3.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.1 12 63 4.5 +3.9
IEV iShares Europe ETF 0.1 67 8 5.6 +5.0
BBEU JPMorgan BetaBuilders Europe ETF 0.1 9 66 6.0 +5.4
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.1 46 29 5.5 +4.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.1 39 36 7.7 +7.1
IEUR iShares Core MSCI Europe ETF 0.1 11 64 6.1 +5.5
VGK Vanguard FTSE Europe ETF 0.1 6 69 6.3 +5.7
FLEE Franklin FTSE Europe ETF 0.1 9 66 6.1 +5.5
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.1 35 40 5.5 +4.9
SPEU SPDR Portfolio Europe ETF 0.1 7 68 6.2 +5.6
IQLT iShares MSCI Intl Quality Factor ETF 0.1 30 45 5.3 +4.7
VYMI Vanguard International High Dividend Yield ETF 0.1 17 58 7.8 +7.2
DXIV Dimensional International Vector Equity ETF 0.1 34 41 6.4 +5.8
DSI iShares MSCI KLD 400 Social ETF 0.1 25 50 4.2 +3.6
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.0 20 55 5.4 +4.8
EFA iShares MSCI EAFE ETF 0.0 35 40 5.6 +5.0
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.0 30 45 8.0 +7.4
DFIV Dimensional International Value ETF 0.0 27 48 7.6 +7.0
MFMO Motley Fool Momentum Factor ETF 0.0 50 25 2.2 +1.6
AVSU Avantis Responsible U.S. Equity ETF 0.0 15 60 5.1 +4.5
FAB First Trust Multi Cap Value AlphaDEX Fund 0.0 67 8 8.5 +7.9
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.0 36 39 5.3 +4.7
GSID Goldman Sachs MarketBeta International Equity ETF 0.0 20 55 5.7 +5.1
FELG Fidelity Enhanced Large Cap Growth ETF 0.0 18 57 3.4 +2.8
IEFA iShares Core MSCI EAFE ETF 0.0 7 68 5.9 +5.3
CCNR ALPS CoreCommodity Natural Resources ETF 0.0 39 36 8.0 +7.4
GVLU Gotham 1000 Value ETF 0.0 50 25 8.0 +7.4
IVLU iShares MSCI Intl Value Factor ETF 0.0 30 45 7.8 +7.2
IGM iShares Expanded Tech Sector ETF 0.0 41 34 3.2 +2.6
AQLT iShares MSCI Global Quality Factor ETF 0.0 18 57 0.0 -0.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.0 10 65 4.3 +3.7
SUSL iShares ESG MSCI USA Leaders ETF 0.0 10 65 4.3 +3.7
EMGF iShares Emerging Markets Equity Factor ETF 0.0 25 50 9.2 +8.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.0 25 50 5.5 +4.9
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.0 25 50 6.1 +5.5
JHMD John Hancock Multifactor Developed International ETF 0.0 39 36 6.0 +5.4
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.0 30 45 5.8 +5.2
OBOR KraneShares MSCI One Belt One Road Index ETF 0.0 79 -4 6.8 +6.2
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 10 0.0 -0.6
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.0 33 42 7.0 +6.4

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 6.2 x
Less: Expense ratio 75 bp
Equals: ALTAR Score 0.6 %
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.