Vert Global Sustainable Real Estate ETF
ALTAR
Score™		 7.5% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 12.9x P/Sales
ratio		 7.0x
P/BV
ratio		 1.6x Div.
yield		 4.1%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The Vert Global Sustainable Real Estate ETF aims to provide investors with exposure to global real estate companies that prioritize sustainable practices and environmental responsibility.

FUND BASICS
Category US Equities
Fund Sponsor Vert
Website vertfunds.com/fund-information/
Inception date Oct 31, 2017
Assets (mns) $445
Currency USD
Expense ratio 47 bp
Distributions

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 142
Wgt avg mkt cap (mns) $34,436
Large cap (>$10bn) 69.9%
Mid cap ($2-10bn) 22.8%
Small cap (<$2bn) 7.3%
Developed mkts 99.2%
Emerging mkts 0.9%

TOP TEN HOLDINGS
SIMON PROPERTY GROUP INC 5.2 %
WELLTOWER, INC. 5.2 %
DIGITAL REALTY TRUST INC 5.0 %
PROLOGIS INC 5.0 %
GOODMAN GROUP 4.8 %
EQUINIX INC 4.7 %
AMERICAN TOWER CORP-CL A 4.3 %
VENTAS INC 3.2 %
EXTRA SPACE STORAGE INC 3.2 %
IRON MOUNTAIN INC 2.9 %
Total 43.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 66.0 %
AUSTRALIA 10.3 %
JAPAN 6.9 %
BRITAIN 4.4 %
SINGAPORE 3.0 %
FRANCE 2.0 %
BELGIUM 1.6 %
NETHERLANDS 1.6 %
CANADA 0.9 %
SPAIN 0.8 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru September 30)
Year-to-date 1 year 5 years 10 years Since Incep.
6.4% -3.0% -- -- 9.7%

Market Correlations
versus... Beta R-squared
S&P500 0.74 39%
MSCI EAFE 0.51 21%
MSCI Emg. Mkts. 0.49 15%

Technical Indicators
Recent close $10.48
30d moving avg. $10.56
Annualized volatility 13.5%
Short interest (ETF) 0.2%
Relative strength (RSI) 45

Liquidity measures
Avg. volume (thou.) 116
Turnover 0.3%
Bid/Ask (% of price) 0.59%
ADV underlying (mns) $3,821

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 694 potential alternatives to the Vert Global Sustainable Real Estate ETF ETF based on the alternatives' overlap in portfolio holdings with VGSR. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: VGSR Expense: 47 bp ALTAR Score™: 7.5%


ALTERNATIVE ETFs BASED ON OVERLAP WITH VGSR
Ticker Fund
Name		 Overlap1
vs VGSR
(%)		 Expense
ratio
(bp)		 Savings
vs VGSR
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs VGSR
(%)
REET iShares Global REIT ETF 63.0 14 33 7.6 +0.0
AVRE Avantis Real Estate ETF 62.3 17 30 7.3 -0.2
DFGR Dimensional Global Real Estate ETF 62.2 22 25 7.6 +0.1
RWO SPDR Dow Jones Global Real Estate ETF 58.7 50 -3 7.1 -0.5
ERET iShares Environmentally Aware Real Estate ETF 56.6 30 17 7.4 -0.1
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 56.3 11 36 8.1 +0.5
DFAR Dimensional US Real Estate ETF 56.3 19 28 8.3 +0.7
RWR SPDR Dow Jones REIT ETF 56.0 25 22 7.7 +0.2
ICF iShares Cohen & Steers REIT ETF 55.8 33 14 8.1 +0.5
USRT iShares Core U.S. REIT ETF 55.5 8 39 8.0 +0.5
FRI First Trust S&P REIT Index Fund 54.5 50 -3 7.6 +0.0
XLRE Real Estate Select Sector SPDR Fund 54.1 8 39 7.8 +0.2
SCHH Schwab U.S. REIT ETF 53.8 7 40 8.3 +0.7
FREL Fidelity MSCI Real Estate Index ETF 51.5 8 39 7.8 +0.3
IYR iShares U.S. Real Estate ETF 51.4 40 7 7.6 +0.1
VNQ Vanguard Real Estate ETF 50.7 13 34 7.6 +0.1
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 47.4 40 7 8.1 +0.5
PSR Invesco Active U.S. Real Estate Fund 46.4 35 12 8.1 +0.6
PPTY US Diversified Real Estate ETF 41.3 53 -6 8.1 +0.6
GQRE FlexShares Global Quality Real Estate Index Fund 41.2 45 2 8.0 +0.5
JPRE JPMorgan Realty Income ETF 40.8 50 -3 8.4 +0.9
FPRO Fidelity Real Estate Investment ETF 36.8 59 -12 6.7 -0.8
IVRA Invesco Real Assets ESG ETF 35.2 59 -12 6.3 -1.2
JRE Janus Henderson U.S. Real Estate ETF 30.9 65 -18 7.7 +0.2
IFGL iShares International Developed Real Estate ETF 30.7 48 -1 7.0 -0.5
RITA ETFB Green SRI REITs ETF 30.4 50 -3 6.1 -1.5
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 29.5 10 37 8.1 +0.6
VNQI Vanguard Global ex-U.S. Real Estate ETF 29.5 12 35 8.1 +0.6
IQRA IQ CBRE Real Assets ETF 29.5 65 -18 5.7 -1.8
SPRE SP Funds S&P Global REIT Sharia ETF 27.7 55 -8 6.2 -1.3
BYRE Principal Real Estate Active Opportunities ETF 26.7 65 -18 6.7 -0.8
REZ iShares Residential and Multisector Real Estate ETF 25.5 48 -1 6.5 -1.0
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 25.2 60 -13 6.1 -1.4
REAI Intelligent Real Estate ETF 23.7 59 -12 15.0 +7.5
RWX SPDR Dow Jones International Real Estate ETF 22.9 59 -12 7.0 -0.5
IRET iREIT - MarketVector Quality REIT Index ETF 21.9 60 -13 7.3 -0.3
BLLD JPMorgan Sustainable Infrastructure ETF 21.6 49 -2 6.2 -1.4
HAUS Residential REIT ETF 19.6 60 -13 5.7 -1.8
SRVR Pacer Data & Infrastructure Real Estate ETF 17.0 55 -8 3.8 -3.8
NURE Nuveen Short-Term REIT ETF 16.1 35 12 8.4 +0.9
DESK VanEck Office and Commercial REIT ETF 15.7 50 -3 14.0 +6.5
SPYD SPDR Portfolio S&P 500 High Dividend ETF 15.6 7 40 10.1 +2.6
DTCR Global X Data Center & Digital Infrastructure ETF 14.1 50 -3 3.9 -3.6
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 14.1 41 6 6.1 -1.5
ERTH Invesco MSCI Sustainable Future ETF 13.7 62 -15 3.6 -4.0
INDS Pacer Industrial Real Estate ETF 12.9 55 -8 6.7 -0.8
BIBL Inspire 100 ETF 12.5 35 12 5.1 -2.5
BLDG Cambria Global Real Estate ETF 12.4 60 -13 12.1 +4.5
HOMZ Hoya Capital Housing ETF 11.7 30 17 9.9 +2.3
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 9.8 30 17 9.1 +1.6
RDOG ALPS REIT Dividend Dogs ETF 9.5 35 12 10.0 +2.5
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 8.4 60 -13 9.3 +1.8
MBCC Monarch Blue Chips Core ETF 8.3 125 -78 4.3 -3.3
ULVM VictoryShares US Value Momentum ETF 8.0 20 27 7.2 -0.3
VRAI Virtus Real Asset Income ETF 7.9 55 -8 10.5 +3.0
ABLD Abacus FCF Real Assets Leaders ETF 7.8 69 -22 7.0 -0.5
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 7.7 60 -13 6.8 -0.7
SDG iShares MSCI Global Sustainable Development Goals ETF 7.1 49 -2 5.8 -1.7
CZA Invesco Zacks Mid-Cap ETF 7.0 72 -25 6.7 -0.9
SPDV AAM S&P 500 High Dividend Value ETF 7.0 29 18 10.7 +3.2
NUMV Nuveen ESG Mid-Cap Value ETF 7.0 31 16 7.0 -0.5
IDLV Invesco S&P International Developed Low Volatility ETF 7.0 25 22 6.5 -1.0
NUDV Nuveen ESG Dividend ETF 7.0 26 21 7.7 +0.2
FCLD Fidelity Cloud Computing ETF 6.8 39 8 3.2 -4.3
FLAU Franklin FTSE Australia ETF 6.7 9 38 6.1 -1.4
DWX SPDR S&P International Dividend ETF 6.7 45 2 6.3 -1.3
NZUS SPDR MSCI USA Climate Paris Aligned ETF 6.5 10 37 4.3 -3.3
DIVG Invesco S&P 500 High Dividend Growers ETF 6.4 39 8 8.4 +0.9
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 6.3 27 20 7.0 -0.5
ICAP InfraCap Equity Income Fund ETF 6.2 171 -124 6.3 -1.2
DEW WisdomTree Global High Dividend Fund 6.1 58 -11 8.5 +0.9
PABU iShares Paris-Aligned Climate MSCI USA ETF 6.1 10 37 4.3 -3.2
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 5.9 19 28 6.0 -1.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.8 20 27 6.5 -1.0
EWA iShares MSCI Australia ETF 5.8 50 -3 5.7 -1.8
AGNG Global X Aging Population ETF 5.8 50 -3 4.9 -2.7
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 5.7 25 22 5.5 -2.1
SPLV Invesco S&P 500 Low Volatility ETF 5.7 25 22 5.4 -2.1
FMET Fidelity Metaverse ETF 5.5 39 8 4.6 -3.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 5.3 15 32 6.1 -1.4
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 5.3 60 -13 4.9 -2.6
TMFG Motley Fool Global Opportunities ETF 5.1 85 -38 4.1 -3.5
SCJ iShares MSCI Japan Small-Cap ETF 5.0 50 -3 6.8 -0.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5.0 24 23 8.2 +0.7
TBG TBG Dividend Focus ETF 5.0 59 -12 8.1 +0.6
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 4.9 80 -33 6.1 -1.4
JPIN J.P. Morgan Diversified Return International Equity ETF 4.9 37 10 8.5 +0.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 4.9 12 35 5.1 -2.4
BWEB Bitwise Web3 ETF 4.7 85 -38 -0.2 -7.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.7 18 29 7.8 +0.2
IWS iShares Russell Mid-Cap Value ETF 4.7 23 24 6.8 -0.7
ONEY SPDR Russell 1000 Yield Focus ETF 4.7 20 27 9.8 +2.3
PFI Invesco Dorsey Wright Financial Momentum ETF 4.6 60 -13 6.7 -0.8
RIET Hoya Capital High Dividend Yield ETF 4.6 50 -3 50.7 +43.2
EPP iShares MSCI Pacific ex-Japan ETF 4.5 47 0 5.2 -2.4
PTL Inspire 500 ETF 4.5 9 38 5.2 -2.4
DIM WisdomTree International MidCap Dividend Fund 4.4 58 -11 7.7 +0.1
VOE Vanguard Mid-Cap Value ETF 4.4 7 40 7.6 +0.1
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 4.3 46 1 5.7 -1.9
FDCF Fidelity Disruptive Communications ETF 4.3 50 -3 2.8 -4.8
PY Principal Value ETF 4.3 15 32 7.3 -0.2
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 4.3 12 35 5.9 -1.6
SCZ iShares MSCI EAFE Small-Cap ETF 4.3 40 7 6.9 -0.6
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 4.2 12 35 5.9 -1.7
TXS Texas Capital Texas Equity Index ETF 4.2 49 -2 5.6 -1.9
EQAL Invesco Russell 1000 Equal Weight ETF 4.1 20 27 6.8 -0.7
BLES Inspire Global Hope ETF 4.1 61 -14 6.8 -0.7
RSP Invesco S&P 500 Equal Weight ETF 4.0 20 27 6.7 -0.9
FDVV Fidelity High Dividend ETF 4.0 15 32 7.6 +0.1
FLDZ RiverNorth Patriot ETF 4.0 75 -28 6.2 -1.4
BEEZ Honeytree U.S. Equity ETF 4.0 64 -17 3.8 -3.7
DON WisdomTree U.S. MidCap Dividend Fund 4.0 38 9 9.1 +1.5
CLOU Global X Cloud Computing ETF 3.9 68 -21 2.3 -5.2
MILN Global X Millennial Consumer ETF 3.9 50 -3 3.8 -3.7
WCEO Hypatia Women CEO ETF 3.9 85 -38 3.8 -3.7
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 3.9 58 -11 8.8 +1.3
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.9 39 8 11.7 +4.2
EUSA iShares MSCI USA Equal Weighted ETF 3.8 9 38 6.2 -1.4
KNCT Invesco Next Gen Connectivity ETF 3.8 40 7 4.6 -2.9
SWP SWP Growth & Income ETF 3.8 99 -52 4.1 -3.4
IGPT Invesco AI and Next Gen Software ETF 3.8 60 -13 4.0 -3.5
SNPV Xtrackers S&P 500 Value ESG ETF 3.7 15 32 6.7 -0.9
FMDE Fidelity Enhanced Mid Cap ETF 3.7 23 24 5.9 -1.6
IWR iShares Russell Midcap ETF 3.6 19 28 5.8 -1.7
SIZE iShares MSCI USA Size Factor ETF 3.6 15 32 6.1 -1.4
DLN WisdomTree U.S. LargeCap Dividend Fund 3.6 28 19 5.9 -1.6
NULV Nuveen ESG Large-Cap Value ETF 3.6 26 21 6.3 -1.2
JAVA JPMorgan Active Value ETF 3.5 44 3 6.4 -1.1
IEUS iShares MSCI Europe Small-Cap ETF 3.5 42 5 7.3 -0.2
DEMZ Democratic Large Cap Core ETF 3.4 45 2 4.4 -3.1
IMCV iShares Morningstar Mid-Cap Value ETF 3.4 6 41 8.2 +0.6
MAGA Point Bridge America First ETF 3.4 72 -25 5.9 -1.7
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 3.4 49 -2 6.9 -0.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.4 15 32 7.7 +0.2
YLDE ClearBridge Dividend Strategy ESG ETF 3.3 60 -13 5.7 -1.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 3.3 10 37 5.1 -2.4
RCGE RockCreek Global Equality ETF 3.3 95 -48 6.8 -0.8
QUVU Hartford Quality Value ETF 3.3 46 1 7.2 -0.4
NXTG First Trust Indxx NextG ETF 3.3 70 -23 5.1 -2.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.2 4 43 6.2 -1.4
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 3.2 47 0 5.8 -1.7
XMLV Invesco S&P MidCap Low Volatility ETF 3.2 25 22 7.7 +0.1
QDF FlexShares Quality Dividend Index Fund 3.2 37 10 6.2 -1.3
STXM Strive Mid-Cap ETF 3.2 18 29 6.1 -1.4
VBR Vanguard Small Cap Value ETF 3.2 7 40 9.2 +1.7
DTD WisdomTree U.S. Total Dividend Fund 3.2 28 19 6.3 -1.2
NIXT Research Affiliates Deletions ETF 3.1 9 38 8.7 +1.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.1 9 38 6.2 -1.4
IMCB iShares Morningstar Mid-Cap ETF 3.0 4 43 6.1 -1.4
VO Vanguard Mid-Cap ETF 3.0 4 43 5.8 -1.8
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.0 55 -8 4.2 -3.3
EVUS iShares ESG Aware MSCI USA Value ETF 3.0 18 29 6.5 -1.0
CVY Invesco Zacks Multi-Asset Income ETF 3.0 106 -59 12.8 +5.3
INRO iShares U.S. Industry Rotation Active ETF 3.0 42 5 4.2 -3.3
ISCF iShares International SmallCap Equity Factor ETF 3.0 23 24 8.2 +0.7
SCHM Schwab U.S. Mid-Cap ETF 2.9 4 43 6.6 -0.9
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 2.9 65 -18 -1.3 -8.9
RBLD First Trust Alerian US NextGen Infrastructure ETF 2.9 65 -18 4.8 -2.7
DHS WisdomTree U.S. High Dividend Fund 2.9 38 9 8.1 +0.6
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.8 15 32 8.1 +0.5
FNDC Schwab Fundamental International Small Co. Index ETF 2.8 39 8 5.8 -1.7
USXF iShares ESG Advanced MSCI USA ETF 2.8 10 37 4.6 -2.9
DVND Touchstone Dividend Select ETF 2.8 67 -20 5.7 -1.9
ISCV iShares Morningstar Small Cap Value ETF 2.8 6 41 9.3 +1.8
CHGX AXS Change Finance ESG ETF 2.8 49 -2 4.7 -2.8
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.8 60 -13 5.5 -2.1
GVUS Marketbeta Russell 1000 Value Equity ETF 2.8 12 35 6.5 -1.0
VEGN US Vegan Climate ETF 2.8 60 -13 4.4 -3.2
SCHV Schwab U.S. Large-Cap Value ETF 2.8 4 43 6.7 -0.8
PSCF Invesco S&P SmallCap Financials ETF 2.8 29 18 9.5 +2.0
IJJ iShares S&P Mid-Cap 400 Value ETF 2.7 18 29 8.8 +1.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.7 9 38 4.8 -2.7
CGDG Capital Group Dividend Growers ETF 2.7 47 0 6.3 -1.3
HAPY Harbor Human Capital Factor Unconstrained ETF 2.7 50 -3 5.7 -1.9
IMCG iShares Morningstar Mid-Cap Growth ETF 2.7 6 41 4.0 -3.5
VB Vanguard Small-Cap ETF 2.6 5 42 6.1 -1.4
FSMD Fidelity Small-Mid Multifactor ETF 2.6 15 32 7.2 -0.4
DTH WisdomTree International High Dividend Fund 2.6 58 -11 8.6 +1.0
JHMM John Hancock Multifactor Mid Cap ETF 2.6 42 5 6.4 -1.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.6 10 37 9.0 +1.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.6 18 29 5.9 -1.6
MDYV SPDR S&P 400 Mid Cap Value ETF 2.6 15 32 8.9 +1.3
BEEX BeeHive ETF 2.6 84 -37 4.3 -3.3
FNDA Schwab Fundamental US Small Co. Index ETF 2.6 25 22 8.4 +0.9
FCPI Fidelity Stocks for Inflation ETF 2.6 15 32 7.5 -0.0
WDIV SPDR S&P Global Dividend ETF 2.6 40 7 9.3 +1.8
IWD iShares Russell 1000 Value ETF 2.5 19 28 6.4 -1.1
VONV Vanguard Russell 1000 Value ETF 2.5 7 40 6.5 -1.0
QDEF FlexShares Quality Dividend Defensive Index Fund 2.5 37 10 6.0 -1.5
SRET Global X SuperDividend REIT ETF 2.5 59 -12 12.3 +4.7
SCHC Schwab International Small-Cap Equity ETF 2.5 11 36 6.6 -1.0
RJMG FT Raymond James Multicap Growth Equity ETF 2.4 85 -38 2.0 -5.6
IPAC iShares Core MSCI Pacific ETF 2.4 9 38 6.4 -1.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.4 65 -18 3.5 -4.0
SSPY Syntax Stratified LargeCap ETF 2.3 30 17 6.7 -0.8
RFFC ALPS Active Equity Opportunity ETF 2.3 48 -1 4.4 -3.2
EWUS iShares MSCI United Kingdom Small Cap ETF 2.3 59 -12 7.5 -0.1
SFYX SoFi Next 500 ETF 2.3 0 47 5.8 -1.8
SHUS Syntax Stratified U.S. Total Market Hedged ETF 2.3 65 -18 6.4 -1.1
NULC Nuveen ESG Large-Cap ETF 2.2 21 26 4.7 -2.9
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.2 30 17 8.5 +0.9
FELV Fidelity Enhanced Large Cap Value ETF 2.2 18 29 6.7 -0.8
FVD First Trust Value Line Dividend Index Fund 2.2 65 -18 6.4 -1.2
DSI iShares MSCI KLD 400 Social ETF 2.2 25 22 4.8 -2.8
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.2 35 12 6.3 -1.3
FKU First Trust United Kingdom AlphaDEX Fund 2.2 80 -33 7.2 -0.3
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.2 80 -33 8.1 +0.5
GLBL Pacer MSCI World Industry Advantage ETF 2.1 65 -18 4.1 -3.4
JHDV John Hancock U.S. High Dividend ETF 2.1 34 13 6.6 -1.0
POWA Invesco Bloomberg Pricing Power ETF 2.1 40 7 5.4 -2.2
IUSV iShares Core S&P US Value ETF 2.1 4 43 6.4 -1.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.1 15 32 7.9 +0.4
FDMO Fidelity Momentum Factor ETF 2.1 15 32 3.6 -3.9
SPXT ProShares S&P 500 Ex-Technology ETF 2.1 9 38 5.6 -2.0
VOOV Vanguard S&P 500 Value ETF 2.1 7 40 6.3 -1.3
IVE iShares S&P 500 Value ETF 2.1 18 29 6.2 -1.4
SPYV SPDR Portfolio S&P 500 Value ETF 2.1 4 43 6.3 -1.2
SIXG Defiance Connective Technologies ETF 2.1 30 17 3.3 -4.2
SUSA iShares MSCI USA ESG Select ETF 2.1 25 22 4.7 -2.8
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.1 19 28 5.3 -2.2
VPL Vanguard FTSE Pacific ETF 2.0 7 40 6.8 -0.7
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.0 15 32 4.9 -2.7
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.0 29 18 8.2 +0.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.0 24 23 7.8 +0.2
VBK Vanguard Small-Cap Growth ETF 2.0 7 40 1.9 -5.6
NUMG Nuveen ESG Mid-Cap Growth ETF 2.0 31 16 2.6 -4.9
XMAG Defiance Large Cap ex-Mag 7 ETF 2.0 35 12 5.1 -2.5
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.0 17 30 5.6 -1.9
ADIV SmartETFs Asia Pacific Dividend Builder ETF 2.0 78 -31 9.6 +2.1
EWS iShares MSCI Singapore ETF 2.0 50 -3 4.9 -2.7
XJH iShares ESG Screened S&P Mid-Cap ETF 2.0 12 35 7.2 -0.4
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 22 6.2 -1.3
XDAT Franklin Exponential Data ETF 2.0 50 -3 2.2 -5.4
SDY SPDR S&P Dividend ETF 1.9 35 12 6.7 -0.8
CVAR Cultivar ETF 1.9 87 -40 6.7 -0.8
UDI USCF Dividend Income Fund 1.9 65 -18 8.2 +0.7
KLMN Invesco MSCI North America Climate ETF 1.9 9 38 4.9 -2.6
JMOM JPMorgan U.S. Momentum Factor ETF 1.9 12 35 4.5 -3.0
TIME Clockwise Core Equity & Innovation ETF 1.9 95 -48 2.8 -4.7
ISCB iShares Morningstar Small-Cap ETF 1.9 4 43 6.2 -1.4
SNPE Xtrackers S&P 500 ESG ETF 1.9 10 37 5.1 -2.5
DIVB iShares Core Dividend ETF 1.9 5 42 8.2 +0.6
SMLF iShares U.S. SmallCap Equity Factor ETF 1.9 15 32 5.9 -1.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.9 10 37 4.9 -2.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.9 15 32 7.4 -0.2
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.9 40 7 3.7 -3.9
JOET Virtus Terranova US Quality Momentum ETF 1.9 29 18 4.7 -2.8
LRGC AB US Large Cap Strategic Equities ETF 1.9 48 -1 4.4 -3.1
XJR iShares ESG Screened S&P Small-Cap ETF 1.8 12 35 7.5 -0.1
MDY SPDR S&P Midcap 400 ETF Trust 1.8 24 23 7.3 -0.3
STXD Strive 1000 Dividend Growth ETF 1.8 35 12 4.8 -2.7
ISMD Inspire Small/Mid Cap ETF 1.8 54 -7 5.6 -1.9
IJH iShares Core S&P Mid-Cap ETF 1.8 5 42 7.4 -0.1
HAPI Harbor Human Capital Factor US Large Cap ETF 1.8 36 11 4.8 -2.7
IWN iShares Russell 2000 Value ETF 1.8 24 23 7.1 -0.4
INTF iShares International Equity Factor ETF 1.8 15 32 7.6 +0.1
VTWV Vanguard Russell 2000 Value ETF 1.8 10 37 7.1 -0.4
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 1.8 8 39 6.2 -1.4
JEPI JPMorgan Equity Premium Income ETF 1.8 35 12 5.7 -1.8
GWX SPDR S&P International Small Cap ETF 1.8 40 7 6.0 -1.6
ESIX SPDR S&P SmallCap 600 ESG ETF 1.8 12 35 8.2 +0.6
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.8 20 27 7.8 +0.2
SMMD iShares Russell 2500 ETF 1.8 15 32 6.1 -1.4
VTV Vanguard Value ETF 1.8 4 43 6.8 -0.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.8 9 38 4.1 -3.5
IVOO Vanguard S&P Mid-Cap 400 ETF 1.8 7 40 7.5 -0.0
KLMT Invesco MSCI Global Climate 500 ETF 1.8 10 37 5.7 -1.9
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.8 55 -8 10.2 +2.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.7 25 22 7.8 +0.3
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.7 3 44 7.5 -0.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.7 7 40 5.1 -2.5
DMXF iShares ESG Advanced MSCI EAFE ETF 1.7 12 35 5.5 -2.1
DSPY Tema S&P 500 Historical Weight ETF 1.7 18 29 5.1 -2.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.7 14 33 4.8 -2.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.7 20 27 5.0 -2.5
PRXV Praxis Impact Large Cap Value ETF 1.7 36 11 6.5 -1.0
IJR iShares Core S&P Small Cap ETF 1.7 6 41 7.7 +0.1
FTA First Trust Large Cap Value AlphaDEX Fund 1.7 59 -12 9.0 +1.5
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.7 29 18 6.4 -1.2
WOMN Impact Shares YWCA Women's Empowerment ETF 1.7 75 -28 5.5 -2.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.7 8 39 4.9 -2.6
QLC FlexShares US Quality Large Cap Index Fund 1.7 25 22 5.3 -2.2
IJS iShares S&P Small-Cap 600 Value ETF 1.7 18 29 9.8 +2.2
SUSL iShares ESG MSCI USA Leaders ETF 1.7 10 37 4.9 -2.6
ESGV Vanguard ESG U.S. Stock ETF 1.7 9 38 4.7 -2.8
REVS Columbia Research Enhanced Value ETF 1.6 19 28 7.6 +0.1
VIOO Vanguard S&P Small-Cap 600 ETF 1.6 7 40 7.6 +0.1
ETHO Etho Climate Leadership U.S. ETF 1.6 47 0 5.3 -2.2
STXK Strive Small-Cap ETF 1.6 18 29 5.8 -1.7
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.6 60 -13 9.6 +2.1
NUSC Nuveen ESG Small-Cap ETF 1.6 31 16 5.3 -2.3
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.6 3 44 7.7 +0.2
PRF Invesco FTSE RAFI US 1000 ETF 1.6 39 8 6.7 -0.8
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.6 10 37 9.8 +2.3
JHML John Hancock Multifactor Large Cap ETF 1.6 29 18 5.3 -2.2
SGLC SGI U.S. Large Cap Core ETF 1.6 85 -38 4.0 -3.5
YOKE Yoke Core ETF 1.6 42 5 4.4 -3.1
SLYV SPDR S&P 600 Small Cap Value ETF 1.6 15 32 9.8 +2.3
FID First Trust S&P International Dividend Aristocrats ETF 1.6 60 -13 8.0 +0.4
SCHA Schwab U.S. Small-Cap ETF 1.6 4 43 5.8 -1.7
LRGE ClearBridge Large Cap Growth ESG ETF 1.6 59 -12 4.0 -3.6
FEP First Trust Europe AlphaDEX Fund 1.6 80 -33 9.0 +1.5
ESGU iShares ESG Aware MSCI USA ETF 1.6 15 32 4.7 -2.8
BKSE BNY Mellon US Small Cap Core Equity ETF 1.6 4 43 5.8 -1.7
ILCV iShares Morningstar Value ETF 1.6 4 43 6.4 -1.1
PRAY FIS Christian Stock Fund 1.6 69 -22 5.3 -2.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.5 7 40 6.1 -1.5
SHE SPDR MSCI USA Gender Diversity ETF 1.5 20 27 5.0 -2.5
ZECP Zacks Earnings Consistent Portfolio ETF 1.5 55 -8 4.8 -2.8
FLV American Century Focused Large Cap Value ETF 1.5 42 5 6.6 -0.9
IWX iShares Russell Top 200 Value ETF 1.5 20 27 6.2 -1.3
CAML Congress Large Cap Growth ETF 1.5 66 -19 3.5 -4.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.5 11 36 4.9 -2.7
ADME Aptus Drawdown Managed Equity ETF 1.5 79 -32 4.1 -3.5
BGIG Bahl & Gaynor Income Growth ETF 1.5 45 2 5.2 -2.4
SPXV ProShares S&P 500 Ex-Health Care ETF 1.5 9 38 4.6 -2.9
XVV iShares ESG Screened S&P 500 ETF 1.5 8 39 4.8 -2.8
HDUS Hartford Disciplined US Equity ETF 1.5 19 28 5.7 -1.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.5 2 45 4.9 -2.7
DIVL Madison Dividend Value ETF 1.5 65 -18 6.0 -1.6
RFDI First Trust Riverfront Dynamic Developed International ETF 1.5 83 -36 9.5 +1.9
LRGF iShares U.S. Equity Factor ETF 1.5 8 39 5.4 -2.1
FQAL Fidelity Quality Factor ETF 1.5 15 32 5.7 -1.8
BDIV AAM Brentview Dividend Growth ETF 1.5 49 -2 4.4 -3.1
STXV Strive 1000 Value ETF 1.4 18 29 8.0 +0.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.4 7 40 4.8 -2.8
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 1.4 39 8 7.9 +0.4
GOP Unusual Whales Subversive Republican Trading ETF 1.4 50 -3 5.5 -2.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.4 20 27 5.6 -2.0
XSLV Invesco S&P SmallCap Low Volatility ETF 1.4 25 22 7.7 +0.2
BKLC BNY Mellon US Large Cap Core Equity ETF 1.4 0 47 4.9 -2.7
EWK iShares MSCI Belgium ETF 1.4 50 -3 4.3 -3.2
FUNL CornerCap Fundametrics Large-Cap ETF 1.4 50 -3 7.2 -0.3
CATH Global X S&P 500 Catholic Values Custom ETF 1.4 29 18 4.6 -2.9
KOKU Xtrackers MSCI Kokusai Equity ETF 1.4 9 38 5.2 -2.4
IETC iShares U.S. Tech Independence Focused ETF 1.4 18 29 3.7 -3.8
SPXE ProShares S&P 500 Ex-Energy ETF 1.4 9 38 4.8 -2.8
RAFE PIMCO RAFI ESG U.S. ETF 1.4 29 18 7.0 -0.5
IQSI IQ Candriam International Equity ETF 1.4 15 32 6.6 -0.9
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.4 20 27 4.7 -2.9
IWB iShares Russell 1000 ETF 1.4 15 32 4.8 -2.7
VONE Vanguard Russell 1000 ETF 1.4 7 40 4.9 -2.6
QVML Invesco S&P 500 QVM Multi-factor ETF 1.4 11 36 5.1 -2.4
VTI Vanguard Total Stock Market ETF 1.4 3 44 4.8 -2.7
IWV iShares Russell 3000 ETF 1.4 20 27 4.7 -2.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.4 60 -13 4.0 -3.6
IVV iShares Core S&P 500 ETF 1.4 3 44 4.9 -2.6
VOO Vanguard S&P 500 ETF 1.4 3 44 4.9 -2.6
VTHR Vanguard Russell 3000 ETF 1.4 7 40 4.8 -2.7
IJT iShares S&P Small-Cap 600 Growth ETF 1.4 18 29 5.5 -2.0
SPLG SPDR Portfolio S&P 500 ETF 1.4 2 45 4.9 -2.6
SPY SPDR S&P 500 ETF Trust 1.4 9 38 4.9 -2.7
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.4 3 44 5.1 -2.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.4 39 8 5.8 -1.8
VOTE TCW Transform 500 ETF 1.4 5 42 4.8 -2.7
IYY iShares Dow Jones U.S. ETF 1.3 20 27 4.8 -2.8
SCHB Schwab U.S. Broad Market ETF 1.3 3 44 5.0 -2.6
VLU SPDR S&P 1500 Value Tilt ETF 1.3 12 35 7.4 -0.1
EZM WisdomTree U.S. MidCap Fund 1.3 38 9 9.2 +1.7
DEUS Xtrackers Russell US Multifactor ETF 1.3 17 30 7.1 -0.4
PBUS Invesco MSCI USA ETF 1.3 4 43 4.8 -2.7
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.3 3 44 4.8 -2.7
SCHK Schwab 1000 Index ETF 1.3 5 42 5.0 -2.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.3 10 37 5.7 -1.9
SCHX Schwab U.S. Large-Cap ETF 1.3 3 44 4.9 -2.6
ACVF American Conservative Values ETF 1.3 75 -28 4.4 -3.2
VWID Virtus WMC International Dividend ETF 1.3 49 -2 8.5 +1.0
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -33 6.9 -0.7
RECS Columbia Research Enhanced Core ETF 1.3 15 32 5.7 -1.9
HLGE Hartford Longevity Economy ETF 1.3 44 3 -0.4 -7.9
GURU Global X Guru Index ETF 1.3 75 -28 3.0 -4.6
SLYG SPDR S&P 600 Small Cap Growth ETF 1.3 15 32 5.6 -2.0
FESM Fidelity Enhanced Small Cap ETF 1.3 28 19 7.1 -0.5
IEFA iShares Core MSCI EAFE ETF 1.3 7 40 7.0 -0.6
FDLO Fidelity Low Volatility Factor ETF 1.3 15 32 5.4 -2.1
JHSC John Hancock Multifactor Small Cap ETF 1.3 42 5 6.6 -0.9
STXG Strive 1000 Growth ETF 1.3 18 29 3.9 -3.7
FAB First Trust Multi Cap Value AlphaDEX Fund 1.3 67 -20 10.1 +2.5
AIEQ AI Powered Equity ETF 1.3 75 -28 3.7 -3.8
ILCB iShares Morningstar U.S. Equity ETF 1.3 3 44 4.8 -2.7
FEX First Trust Large Cap Core AlphaDEX Fund 1.3 59 -12 5.9 -1.7
EWQ iShares MSCI France ETF 1.3 53 -6 7.2 -0.3
HFXI IQ FTSE International Equity Currency Neutral ETF 1.3 20 27 6.9 -0.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.3 25 22 5.6 -1.9
SPGP Invesco S&P 500 GARP ETF 1.3 34 13 6.6 -1.0
JPEF JPMorgan Equity Focus ETF 1.3 50 -3 4.3 -3.2
QUAL iShares MSCI USA Quality Factor ETF 1.3 15 32 5.4 -2.1
FEUZ First Trust Eurozone AlphaDEX ETF 1.3 80 -33 9.1 +1.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.3 25 22 5.4 -2.2
EFAS Global X MSCI SuperDividend EAFE ETF 1.2 57 -10 8.5 +0.9
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.2 12 35 7.6 +0.1
AFLG First Trust Active Factor Large Cap ETF 1.2 55 -8 6.3 -1.3
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.2 70 -23 4.9 -2.7
JQUA JPMorgan U.S. Quality Factor ETF 1.2 12 35 5.9 -1.6
SPVM Invesco S&P 500 Value with Momentum ETF 1.2 39 8 7.6 +0.0
VV Vanguard Large-Cap ETF 1.2 4 43 4.8 -2.7
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.2 50 -3 8.2 +0.7
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.2 15 32 4.6 -3.0
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 1.2 40 7 7.4 -0.1
STRV Strive 500 ETF 1.2 5 42 4.8 -2.8
TOK iShares MSCI Kokusai ETF 1.2 26 21 5.0 -2.6
VOT Vanguard Mid-Cap Growth ETF 1.2 7 40 3.6 -3.9
DWM WisdomTree International Equity Fund 1.2 48 -1 7.4 -0.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.2 29 18 6.4 -1.1
EFV iShares MSCI EAFE Value ETF 1.2 34 13 9.1 +1.6
FDWM Fidelity Women's Leadership ETF 1.2 59 -12 4.8 -2.7
PPIE Putnam PanAgora ESG International Equity ETF 1.2 49 -2 7.3 -0.2
MTUM iShares MSCI USA Momentum Factor ETF 1.2 15 32 3.4 -4.1
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.2 49 -2 9.6 +2.0
MGK Vanguard Mega Cap Growth ETF 1.2 7 40 4.1 -3.4
ONEO SPDR Russell 1000 Momentum Focus ETF 1.2 20 27 7.1 -0.5
RSSL Global X Russell 2000 ETF 1.2 8 39 4.2 -3.3
TOV JLens 500 Jewish Advocacy U.S. ETF 1.2 18 29 4.6 -3.0
VT Vanguard Total World Stock ETF 1.2 6 41 5.8 -1.7
SFY SoFi Select 500 ETF 1.2 0 47 4.4 -3.2
PFM Invesco Dividend Achievers ETF 1.2 53 -6 5.2 -2.3
IDEV iShares Core MSCI International Developed Markets ETF 1.2 4 43 6.9 -0.6
HLAL Wahed FTSE USA Shariah ETF 1.2 50 -3 4.6 -2.9
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.2 32 15 5.0 -2.6
XMMO Invesco S&P MidCap Momentum ETF 1.2 34 13 5.5 -2.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.2 45 2 4.4 -3.2
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.2 40 7 7.2 -0.3
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.2 60 -13 6.1 -1.4
VLUE iShares MSCI USA Value Factor ETF 1.1 15 32 9.2 +1.7
URTH iShares MSCI World ETF 1.1 24 23 5.0 -2.5
FNDB Schwab Fundamental US Broad Market Index ETF 1.1 25 22 7.2 -0.3
VEA Vanguard FTSE Developed Markets ETF 1.1 3 44 7.2 -0.4
DES WisdomTree U.S. SmallCap Dividend Fund 1.1 38 9 9.5 +1.9
APUE ActivePassive U.S. Equity ETF 1.1 45 2 4.6 -3.0
FDRR Fidelity Dividend ETF for Rising Rates 1.1 15 32 7.0 -0.5
MDLV Morgan Dempsey Large Cap Value ETF 1.1 58 -11 7.5 -0.1
DGT SPDR Global Dow ETF 1.1 50 -3 6.9 -0.7
ESGG FlexShares STOXX Global ESG Select Index Fund 1.1 42 5 5.3 -2.2
VXF Vanguard Extended Market ETF 1.1 5 42 4.6 -2.9
DWMF WisdomTree International Multifactor Fund 1.1 38 9 7.1 -0.4
FLJP Franklin FTSE Japan ETF 1.1 9 38 6.3 -1.2
FVAL Fidelity Value Factor ETF 1.1 15 32 6.9 -0.7
FPX First Trust US Equity Opportunities ETF 1.1 61 -14 0.9 -6.6
ASEA Global X FTSE Southeast Asia ETF 1.1 65 -18 6.9 -0.7
FDEV Fidelity International Multifactor ETF 1.1 18 29 7.5 -0.0
FLJH Franklin FTSE Japan Hedged ETF 1.1 9 38 5.9 -1.6
VSGX Vanguard ESG International Stock ETF 1.1 10 37 7.6 +0.1
FLQL Franklin LibertyQ U.S. Equity ETF 1.1 15 32 5.3 -2.2
RVRB Reverb ETF 1.1 30 17 4.5 -3.0
TMAT Main Thematic Innovation ETF 1.1 164 -117 -1.5 -9.0
SIXL ETC 6 Meridian Low Beta Equity ETF 1.1 80 -33 6.2 -1.3
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.1 50 -3 6.1 -1.4
EUDV ProShares MSCI Europe Dividend Growers ETF 1.1 55 -8 6.3 -1.2
ISCG iShares Morningstar Small-Cap Growth ETF 1.1 6 41 2.8 -4.7
ILCG iShares Morningstar Growth ETF 1.1 4 43 3.6 -3.9
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 1.1 14 33 6.1 -1.4
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.0 35 12 7.3 -0.3
ACWI iShares MSCI ACWI ETF 1.0 32 15 5.5 -2.1
YALL God Bless America ETF 1.0 65 -18 3.6 -4.0
FNDX Schwab Fundamental US Large Co. Index ETF 1.0 25 22 7.2 -0.4
JVAL JPMorgan U.S. Value Factor ETF 1.0 12 35 8.1 +0.5
FTC First Trust Large Cap Growth AlphaDEX Fund 1.0 59 -12 2.8 -4.8
IJK iShares S&P Mid-Cap 400 Growth ETF 1.0 17 30 6.0 -1.6
IWM iShares Russell 2000 ETF 1.0 19 28 4.1 -3.4
VTWO Vanguard Russell 2000 ETF 1.0 7 40 4.2 -3.4
SPDW SPDR Portfolio Developed World ex-US ETF 1.0 3 44 6.9 -0.6
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.0 20 27 5.5 -2.0
DLS WisdomTree International SmallCap Dividend Fund 1.0 58 -11 8.2 +0.7
XMVM Invesco S&P MidCap Value with Momentum ETF 1.0 39 8 9.7 +2.2
VALQ American Century U.S. Quality Value ETF 1.0 29 18 7.8 +0.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.0 10 37 6.1 -1.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.0 12 35 4.5 -3.0
FELC Fidelity Enhanced Large Cap Core ETF 1.0 18 29 5.2 -2.4
KBWY Invesco KBW Premium Yield Equity REIT ETF 1.0 35 12 9.0 +1.5
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.0 15 32 6.0 -1.6
NETL NETLease Corporate Real Estate ETF 1.0 60 -13 8.5 +1.0
FNX First Trust Mid Cap Core AlphaDEX Fund 0.9 60 -13 7.3 -0.3
SPMO Invesco S&P 500 Momentum ETF 0.9 13 34 3.5 -4.0
SCHF Schwab International Equity ETF 0.9 6 41 7.2 -0.3
FMKT The Free Markets ETF 0.9 76 -29 1.4 -6.1
CGUS Capital Group Core Equity ETF 0.9 33 14 4.4 -3.2
INCE Franklin Income Equity Focus ETF 0.9 29 18 5.7 -1.9
FFND Future Fund Active ETF 0.9 100 -53 4.3 -3.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.9 56 -9 6.2 -1.3
GLOF iShares Global Equity Factor ETF 0.9 20 27 6.5 -1.1
VUG Vanguard Growth ETF 0.9 4 43 4.0 -3.5
PRXG Praxis Impact Large Cap Growth ETF 0.9 36 11 3.7 -3.9
NACP Impact Shares NAACP Minority Empowerment ETF 0.9 49 -2 4.7 -2.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.9 9 38 5.2 -2.3
MGC Vanguard Mega Cap ETF 0.9 7 40 4.6 -2.9
LVHI Franklin International Low Volatility High Dividend Index ET 0.9 40 7 10.3 +2.7
FSST Fidelity Sustainable U.S. Equity ETF 0.9 59 -12 4.3 -3.2
FLGB Franklin FTSE United Kingdom ETF 0.9 9 38 7.5 -0.0
FIDI Fidelity International High Dividend ETF 0.9 18 29 8.6 +1.1
UIVM VictoryShares International Value Momentum ETF 0.9 35 12 9.1 +1.5
JHID John Hancock International High Dividend ETF 0.9 46 1 9.5 +2.0
IXUS iShares Core MSCI Total International Stock ETF 0.9 7 40 7.8 +0.3
GSID Goldman Sachs MarketBeta International Equity ETF 0.9 20 27 6.9 -0.7
BKCI BNY Mellon Concentrated International ETF 0.9 80 -33 5.2 -2.4
CGDV Capital Group Dividend Value ETF 0.9 33 14 4.6 -2.9
DTEC ALPS Disruptive Technologies ETF 0.9 50 -3 3.8 -3.7
VXUS Vanguard Total International Stock ETF 0.9 5 42 7.8 +0.3
ROE Astoria US Quality Kings ETF 0.8 49 -2 6.5 -1.0
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.8 24 23 7.7 +0.1
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.8 43 4 6.2 -1.4
VUSE Vident U.S. Equity Strategy ETF 0.8 50 -3 4.6 -3.0
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -28 5.3 -2.3
FEGE First Eagle Global Equity ETF 0.8 79 -32 6.8 -0.7
TMDV ProShares Russell US Dividend Growers ETF 0.8 35 12 6.7 -0.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.8 39 8 5.3 -2.3
AFMC First Trust Active Factor Mid Cap ETF 0.8 65 -18 8.5 +0.9
FIVA Fidelity International Value Factor ETF 0.8 18 29 9.7 +2.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.8 64 -17 2.2 -5.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.8 9 38 5.6 -1.9
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 0.8 5 42 8.1 +0.6
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.8 20 27 6.3 -1.2
IWL iShares Russell Top 200 ETF 0.8 15 32 4.6 -3.0
BKIE BNY Mellon International Equity ETF 0.8 4 43 7.0 -0.5
RPG Invesco S&P 500 Pure Growth ETF 0.8 35 12 3.3 -4.3
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.8 45 2 8.8 +1.3
IUSG iShares Core S&P U.S. Growth ETF 0.8 4 43 4.2 -3.4
GVAL Cambria Global Value ETF 0.8 68 -21 10.7 +3.1
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.8 36 11 6.4 -1.1
MGV Vanguard Mega Cap Value ETF 0.8 7 40 6.6 -1.0
EFA iShares MSCI EAFE ETF 0.8 35 12 6.7 -0.9
VOOG Vanguard S&P 500 Growth ETF 0.8 7 40 4.1 -3.5
SPYG SPDR Portfolio S&P 500 Growth ETF 0.8 4 43 4.1 -3.4
IVW iShares S&P 500 Growth ETF 0.8 18 29 4.0 -3.6
JGLO JPMorgan Global Select Equity ETF 0.8 33 14 5.0 -2.6
EES WisdomTree U.S. SmallCap Fund 0.8 38 9 8.9 +1.4
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.7 25 22 7.1 -0.4
ROSC Hartford Multifactor Small Cap ETF 0.7 34 13 9.4 +1.9
VEU Vanguard FTSE All-World ex-US Index Fund 0.7 4 43 8.0 +0.5
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.7 70 -23 2.7 -4.8
BLCV iShares Large Cap Value Active ETF 0.7 53 -6 7.4 -0.1
SDIV Global X Superdividend ETF 0.7 58 -11 42.6 +35.1
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.7 39 8 6.7 -0.8
FNK First Trust Mid Cap Value AlphaDEX Fund 0.7 70 -23 11.3 +3.7
GSPY Gotham Enhanced 500 ETF 0.7 50 -3 5.2 -2.3
ESGD iShares ESG Aware MSCI EAFE ETF 0.7 20 27 6.7 -0.8
IEUR iShares Core MSCI Europe ETF 0.7 11 36 7.3 -0.2
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.7 80 -33 9.5 +2.0
GINN Goldman Sachs Innovate Equity ETF 0.7 52 -5 3.6 -4.0
EPS WisdomTree U.S. LargeCap Fund 0.7 8 39 5.7 -1.8
WLDR Affinity World Leaders Equity ETF 0.7 67 -20 7.5 -0.1
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.7 45 2 6.8 -0.8
GDIV Harbor Dividend Growth Leaders ETF 0.7 50 -3 5.3 -2.3
TMFS Motley Fool Small-Cap Growth ETF 0.7 85 -38 3.9 -3.6
VGK Vanguard FTSE Europe ETF 0.7 6 41 7.5 -0.1
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.7 20 27 6.4 -1.2
SPEU SPDR Portfolio Europe ETF 0.7 7 40 7.4 -0.2
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.7 20 27 6.3 -1.2
FYX First Trust Small Cap Core AlphaDEX Fund 0.6 61 -14 5.9 -1.7
JIG JPMorgan International Growth ETF 0.6 55 -8 4.7 -2.8
IQLT iShares MSCI Intl Quality Factor ETF 0.6 30 17 6.2 -1.3
EFAV iShares MSCI EAFE Min Vol Factor ETF 0.6 22 25 5.8 -1.7
QUS SPDR MSCI USA StrategicFactors ETF 0.6 15 32 5.7 -1.9
VSLU Applied Finance Valuation Large Cap ETF 0.6 49 -2 5.6 -2.0
SNPG Xtrackers S&P 500 Growth ESG ETF 0.6 15 32 4.5 -3.0
USMV iShares MSCI USA Min Vol Factor ETF 0.6 15 32 5.8 -1.7
OPTZ Optimize Strategy Index ETF 0.6 50 -3 4.6 -3.0
HKND Humankind US Stock ETF 0.6 11 36 7.1 -0.5
NUDM Nuveen ESG International Developed Markets Equity ETF 0.6 31 16 6.2 -1.4
CGGO Capital Group Global Growth Equity ETF 0.6 47 0 4.6 -3.0
AUSF Global X Adaptive U.S. Factor ETF 0.6 27 20 8.9 +1.3
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.6 12 35 4.5 -3.0
ROUS Hartford Multifactor US Equity ETF 0.6 19 28 7.0 -0.5
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.6 18 29 7.9 +0.4
PSC Principal U.S. Small-Cap ETF 0.6 38 9 6.8 -0.7
EWU iShares MSCI United Kingdom ETF 0.6 50 -3 8.1 +0.6
DFE WisdomTree Europe SmallCap Dividend Fund 0.6 58 -11 8.3 +0.7
UMMA Wahed Dow Jones Islamic World ETF 0.5 65 -18 5.2 -2.4
TMFC Motley Fool 100 Index ETF 0.5 50 -3 3.4 -4.1
FYT First Trust Small Cap Value AlphaDEX Fund 0.5 73 -26 10.9 +3.4
EGUS iShares ESG Aware MSCI USA Growth ETF 0.5 18 29 3.9 -3.6
RPV Invesco S&P 500 Pure Value ETF 0.5 35 12 10.5 +2.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.5 29 18 4.5 -3.0
KRMA Global X Conscious Companies ETF 0.5 43 4 5.8 -1.7
JHMD John Hancock Multifactor Developed International ETF 0.5 39 8 7.6 +0.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.5 30 17 6.8 -0.8
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.5 41 6 7.3 -0.3
FFLC Fidelity Fundamental Large Cap Core ETF 0.5 38 9 4.6 -3.0
RWL Invesco S&P 500 Revenue ETF 0.5 39 8 6.8 -0.8
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.5 58 -11 10.1 +2.5
RFV Invesco S&P Midcap 400 Pure Value ETF 0.5 35 12 13.3 +5.8
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -32 4.4 -3.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.5 39 8 9.7 +2.1
ACWX iShares MSCI ACWI ex U.S. ETF 0.5 34 13 7.6 +0.1
HELX Franklin Genomic Advancements ETF 0.5 50 -3 -0.3 -7.8
XSMO Invesco S&P SmallCap Momentum ETF 0.5 39 8 5.6 -1.9
HAPS Harbor Human Capital Factor US Small Cap ETF 0.5 60 -13 3.9 -3.6
WWJD Inspire International ETF 0.5 80 -33 7.4 -0.2
XT iShares Exponential Technologies ETF 0.4 46 1 4.7 -2.8
DEM WisdomTree Emerging Markets High Dividend Fund 0.4 63 -16 13.7 +6.2
IWP iShares Russell Mid-Cap Growth ETF 0.4 23 24 3.5 -4.0
IDMO Invesco S&P International Developed Momentum ETF 0.4 25 22 5.3 -2.2
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.4 25 22 7.3 -0.3
FENI Fidelity Enhanced International ETF 0.4 28 19 6.5 -1.0
FLEE Franklin FTSE Europe ETF 0.4 9 38 7.2 -0.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.4 75 -28 4.0 -3.5
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.4 35 12 6.6 -1.0
FBCV Fidelity Blue Chip Value ETF 0.4 59 -12 7.4 -0.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.4 35 12 5.9 -1.7
LVOL American Century Low Volatility ETF 0.4 29 18 5.0 -2.6
QWLD SPDR MSCI World StrategicFactors ETF 0.4 30 17 5.9 -1.6
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.4 30 17 7.0 -0.5
FBCG Fidelity Blue Chip Growth ETF 0.4 59 -12 2.8 -4.7
EZU iShares MSCI Eurozone ETF 0.4 52 -5 6.7 -0.9
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.4 80 -33 10.6 +3.1
FYC First Trust Small Cap Growth AlphaDEX Fund 0.4 71 -24 0.4 -7.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.4 25 22 6.0 -1.6
OEF iShares S&P 100 ETF 0.4 20 27 4.5 -3.1
IWY iShares Russell Top 200 Growth ETF 0.4 20 27 4.5 -3.0
USMF WisdomTree U.S. Multifactor Fund 0.4 28 19 7.2 -0.4
RWK Invesco S&P MidCap 400 Revenue ETF 0.3 39 8 9.6 +2.0
FEM First Trust Emerging Markets AlphaDEX Fund 0.3 80 -33 11.5 +3.9
FLN First Trust Latin America AlphaDEX Fund 0.3 80 -33 10.6 +3.0
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 0.3 90 -43 7.0 -0.5
EWW iShares MSCI Mexico ETF 0.3 50 -3 9.9 +2.4
EDIV SPDR S&P Emerging Markets Dividend ETF 0.3 49 -2 12.1 +4.6
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 26 3.7 -3.9
BBJP JPMorgan BetaBuilders Japan ETF 0.3 19 28 6.8 -0.8
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.3 29 18 7.8 +0.3
ENZL iShares MSCI New Zealand ETF 0.3 50 -3 3.8 -3.7
JIRE JPMorgan International Research Enhanced Equity ETF 0.3 24 23 7.1 -0.4
IWF iShares Russell 1000 Growth ETF 0.3 19 28 4.4 -3.2
VONG Vanguard Russell 1000 Growth ETF 0.3 7 40 4.5 -3.1
CWI SPDR MSCI ACWI ex-US ETF 0.3 30 17 7.5 -0.0
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.3 80 -33 9.1 +1.6
EWJV iShares MSCI Japan Value ETF 0.3 15 32 8.9 +1.4
EFG iShares MSCI EAFE Growth ETF 0.3 36 11 4.3 -3.2
GQQQ Astoria US Quality Growth Kings ETF 0.3 35 12 4.6 -2.9
TMFX Motley Fool Next Index ETF 0.3 50 -3 2.6 -4.9
SVAL iShares US Small Cap Value Factor ETF 0.3 20 27 10.5 +3.0
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.3 32 15 6.8 -0.7
IVLU iShares MSCI Intl Value Factor ETF 0.3 30 17 10.4 +2.9
EELV Invesco S&P Emerging Markets Low Volatility ETF 0.3 29 18 9.3 +1.8
BEDZ AdvisorShares Hotel ETF 0.3 100 -53 7.2 -0.4
FLAX Franklin FTSE Asia Ex Japan ETF 0.3 19 28 9.0 +1.5
IEV iShares Europe ETF 0.3 67 -20 6.8 -0.7
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.3 46 1 6.5 -1.0
ACWV iShares MSCI Global Min Vol Factor ETF 0.3 20 27 6.2 -1.3
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.3 70 -23 7.8 +0.3
IOO iShares Global 100 ETF 0.3 41 6 4.7 -2.9
SCHG Schwab U.S. Large-Cap Growth ETF 0.3 4 43 4.0 -3.5
STXI Strive International Developed Markets ETF 0.3 29 18 6.6 -0.9
BUYZ Franklin Disruptive Commerce ETF 0.3 50 -3 2.3 -5.2
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.2 25 22 7.0 -0.6
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.2 59 -12 8.8 +1.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.2 19 28 6.4 -1.2
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.2 70 -23 9.1 +1.6
VTWG Vanguard Russell 2000 Growth ETF 0.2 10 37 1.4 -6.2
IWO iShares Russell 2000 Growth ETF 0.2 24 23 1.2 -6.3
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 0.2 88 -41 8.6 +1.1
IMFL Invesco International Developed Dynamic Multifactor ETF 0.2 34 13 6.1 -1.5
AFK VanEck Africa Index ETF 0.2 98 -51 11.1 +3.5
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.2 47 0 6.0 -1.6
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 0.2 44 3 10.6 +3.1
EWX SPDR S&P Emerging Markets Small Cap ETF 0.2 65 -18 7.9 +0.4
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.2 38 9 10.0 +2.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.2 35 12 4.1 -3.4
EWJ iShares MSCI Japan ETF 0.2 50 -3 6.1 -1.4
LQPE PEO AlphaQuest Thematic PE ETF 0.2 125 -78 5.2 -2.3
BBEU JPMorgan BetaBuilders Europe ETF 0.2 9 38 7.2 -0.4
IUS Invesco RAFI Strategic US ETF 0.2 19 28 6.9 -0.7
IMTM iShares MSCI Intl Momentum Factor ETF 0.2 30 17 5.4 -2.1
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.2 35 12 9.6 +2.1
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 0.2 80 -33 14.6 +7.1
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.2 35 12 10.1 +2.6
FELG Fidelity Enhanced Large Cap Growth ETF 0.2 18 29 4.7 -2.9
IEDI iShares U.S. Consumer Focused ETF 0.1 18 29 5.6 -2.0
XCEM Columbia EM Core ex-China ETF 0.1 16 31 8.0 +0.5
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 22 9.5 +2.0
RNEM First Trust Emerging Markets Equity Select ETF 0.1 75 -28 7.9 +0.3
XCNY SPDR S&P Emerging Markets ex-China ETF 0.1 15 32 7.6 +0.1
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.1 36 11 10.7 +3.2
PXH Invesco FTSE RAFI Emerging Markets ETF 0.1 49 -2 15.7 +8.2
DOL WisdomTree International LargeCap Dividend Fund 0.1 48 -1 7.2 -0.3
EWN iShares MSCI Netherlands ETF 0.1 50 -3 5.2 -2.3
VWO Vanguard FTSE Emerging Markets ETF 0.1 7 40 10.1 +2.6
EBI Longview Advantage ETF 0.1 35 12 6.6 -1.0
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 38 10.3 +2.7
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.1 30 17 13.7 +6.1
SCHE Schwab Emerging Markets Equity ETF 0.1 11 36 10.8 +3.2
PKW Invesco Buyback Achievers ETF 0.1 62 -15 7.2 -0.3
EMXC iShares MSCI Emerging Markets ex China ETF 0.1 25 22 7.4 -0.1
XC WisdomTree Emerging Markets Ex-China Fund 0.1 32 15 6.4 -1.2
EIRL iShares MSCI Ireland ETF 0.0 50 -3 8.6 +1.1
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 40 10.4 +2.9
BKEM BNY Mellon Emerging Markets Equity ETF 0.0 11 36 9.9 +2.4
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 -19 9.2 +1.7
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.0 36 11 9.5 +2.0
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.0 32 15 9.0 +1.5
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.0 30 17 10.1 +2.6
EEM iShares MSCI Emerging Markets ETF 0.0 69 -22 10.0 +2.5
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.0 50 -3 11.0 +3.5
GVLU Gotham 1000 Value ETF 0.0 50 -3 9.0 +1.4
SPMV Invesco S&P 500 Minimum Variance ETF 0.0 10 37 5.4 -2.1
AVUQ Avantis U.S. Quality ETF 0.0 15 32 4.4 -3.2

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:		 Vert Global Sustainable Real Estate ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

OVERWEIGHT
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 12.3 %
Divided by: Fwd. P/BV 1.5 x
Less: Expense ratio 47 bp
Equals: ALTAR Score 7.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.59 CATEGORY
AVERAGE		 1.59
 
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.