Vert Global Sustainable Real Estate ETF
ALTAR
Score™
7.4% info Recommen-
dation
OVERWEIGHT
2025E    2026E
P/E
ratio
13.1x P/Sales
ratio
7.1x
P/BV
ratio
1.6x Div.
yield
4.0%


  • 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) $434
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 141
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
WELLTOWER, INC. 5.4 %
DIGITAL REALTY TRUST INC 5.2 %
SIMON PROPERTY GROUP INC 5.0 %
GOODMAN GROUP 5.0 %
PROLOGIS INC 4.8 %
EQUINIX INC 4.7 %
AMERICAN TOWER CORP-CL A 4.7 %
VENTAS INC 3.3 %
EXTRA SPACE STORAGE INC 3.1 %
AVALONBAY COMMUNITIES INC 2.8 %
Total 44.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 66.1 %
AUSTRALIA 10.1 %
JAPAN 7.1 %
BRITAIN 4.5 %
SINGAPORE 2.7 %
FRANCE 2.2 %
BELGIUM 1.6 %
NETHERLANDS 1.3 %
SPAIN 0.8 %
CANADA 0.8 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru July 31)
Year-to-date 1 year 5 years 10 years Since Incep.
1.6% 1.5% -- -- 7.7%

Market Correlations
versus... Beta R-squared
S&P500 0.73 38%
MSCI EAFE 0.64 31%
MSCI Emg. Mkts. 0.75 26%

Technical Indicators
Recent close $10.64
30d moving avg. $10.45
Annualized volatility 13.9%
Short interest (ETF) 0.1%
Relative strength (RSI) 56

Liquidity measures
Avg. volume (thou.) 88
Turnover 0.2%
Bid/Ask (% of price) 0.00%
ADV underlying (mns) $3,821

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 699 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™: 7.4%


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 62.9 14 33 7.4 +0.1
DFGR Dimensional Global Real Estate ETF 62.2 22 25 7.4 +0.1
AVRE Avantis Real Estate ETF 62.0 17 30 7.1 -0.2
RWO SPDR Dow Jones Global Real Estate ETF 58.7 50 -3 7.0 -0.4
ERET iShares Environmentally Aware Real Estate ETF 56.2 30 17 7.3 -0.0
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 56.2 11 36 7.9 +0.6
RWR SPDR Dow Jones REIT ETF 55.6 25 22 7.6 +0.2
USRT iShares Core U.S. REIT ETF 55.1 8 39 7.9 +0.5
DFAR Dimensional US Real Estate ETF 54.9 19 28 8.1 +0.7
ICF iShares Cohen & Steers REIT ETF 54.4 33 14 7.9 +0.5
FRI First Trust S&P REIT Index Fund 54.0 50 -3 7.4 +0.1
XLRE Real Estate Select Sector SPDR Fund 53.2 8 39 7.5 +0.2
SCHH Schwab U.S. REIT ETF 53.2 7 40 8.1 +0.7
FREL Fidelity MSCI Real Estate Index ETF 51.3 8 39 7.5 +0.2
IYR iShares U.S. Real Estate ETF 50.7 40 7 7.4 +0.1
VNQ Vanguard Real Estate ETF 50.1 13 34 7.4 +0.0
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 46.6 40 7 7.8 +0.4
PSR Invesco Active U.S. Real Estate Fund 43.4 35 12 8.0 +0.6
PPTY US Diversified Real Estate ETF 41.0 53 -6 7.9 +0.5
GQRE FlexShares Global Quality Real Estate Index Fund 40.9 45 2 7.8 +0.4
JPRE JPMorgan Realty Income ETF 40.4 50 -3 8.2 +0.8
FPRO Fidelity Real Estate Investment ETF 37.1 59 -12 6.5 -0.9
IVRA Invesco Real Assets ESG ETF 33.3 59 -12 6.3 -1.1
IFGL iShares International Developed Real Estate ETF 31.7 48 -1 7.0 -0.4
RITA ETFB Green SRI REITs ETF 30.7 50 -3 5.9 -1.4
JRE Janus Henderson U.S. Real Estate ETF 30.2 65 -18 7.6 +0.3
VNQI Vanguard Global ex-U.S. Real Estate ETF 30.1 12 35 8.1 +0.7
IQRA IQ CBRE Real Assets ETF 29.2 65 -18 5.7 -1.7
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 29.2 10 37 8.0 +0.6
SPRE SP Funds S&P Global REIT Sharia ETF 28.8 55 -8 6.0 -1.3
BYRE Principal Real Estate Active Opportunities ETF 26.9 65 -18 6.5 -0.8
REZ iShares Residential and Multisector Real Estate ETF 25.6 48 -1 6.4 -1.0
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 25.5 60 -13 6.0 -1.3
RWX SPDR Dow Jones International Real Estate ETF 23.7 59 -12 6.9 -0.5
BLLD JPMorgan Sustainable Infrastructure ETF 22.2 49 -2 6.1 -1.2
IRET iREIT - MarketVector Quality REIT Index ETF 21.7 60 -13 7.0 -0.3
REAI Intelligent Real Estate ETF 21.0 59 -12 14.9 +7.5
HAUS Residential REIT ETF 19.7 60 -13 5.5 -1.9
SRVR Pacer Data & Infrastructure Real Estate ETF 17.4 55 -8 3.7 -3.6
NURE Nuveen Short-Term REIT ETF 15.9 35 12 8.0 +0.6
DESK VanEck Office and Commercial REIT ETF 15.4 50 -3 13.4 +6.0
SPYD SPDR Portfolio S&P 500 High Dividend ETF 14.9 7 40 9.8 +2.4
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 14.6 41 6 6.0 -1.3
DTCR Global X Data Center & Digital Infrastructure ETF 14.6 50 -3 4.4 -2.9
ERTH Invesco MSCI Sustainable Future ETF 12.8 62 -15 3.7 -3.7
INDS Pacer Industrial Real Estate ETF 12.6 55 -8 6.8 -0.6
BIBL Inspire 100 ETF 12.3 35 12 5.1 -2.2
BLDG Cambria Global Real Estate ETF 12.3 60 -13 11.5 +4.2
HOMZ Hoya Capital Housing ETF 12.1 30 17 9.3 +1.9
RDOG ALPS REIT Dividend Dogs ETF 9.7 35 12 9.4 +2.1
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 9.1 30 17 8.9 +1.6
MBCC Monarch Blue Chips Core ETF 8.3 125 -78 4.1 -3.3
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 8.2 60 -13 9.0 +1.7
VRAI Virtus Real Asset Income ETF 8.1 55 -8 10.1 +2.7
ULVM VictoryShares US Value Momentum ETF 7.9 20 27 7.3 -0.1
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 7.4 60 -13 6.8 -0.5
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 7.1 25 22 5.4 -2.0
SPLV Invesco S&P 500 Low Volatility ETF 7.1 25 22 5.3 -2.0
NUDV Nuveen ESG Dividend ETF 7.1 26 21 7.6 +0.2
IDLV Invesco S&P International Developed Low Volatility ETF 6.9 25 22 6.3 -1.1
FCLD Fidelity Cloud Computing ETF 6.9 39 8 3.2 -4.2
CZA Invesco Zacks Mid-Cap ETF 6.9 72 -25 6.5 -0.8
DWX SPDR S&P International Dividend ETF 6.9 45 2 6.1 -1.2
SDG iShares MSCI Global Sustainable Development Goals ETF 6.8 49 -2 5.8 -1.5
NUMV Nuveen ESG Mid-Cap Value ETF 6.8 31 16 6.9 -0.4
SPDV AAM S&P 500 High Dividend Value ETF 6.5 29 18 10.5 +3.1
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 6.4 27 20 7.0 -0.4
NZUS SPDR MSCI USA Climate Paris Aligned ETF 6.4 10 37 4.3 -3.1
DEW WisdomTree Global High Dividend Fund 6.2 58 -11 8.4 +1.0
DIVG Invesco S&P 500 High Dividend Growers ETF 6.1 39 8 8.3 +1.0
AGNG Global X Aging Population ETF 6.0 50 -3 4.9 -2.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 6.0 10 37 4.3 -3.0
ICAP InfraCap Equity Income Fund ETF 5.8 171 -124 6.2 -1.2
EWA iShares MSCI Australia ETF 5.7 50 -3 5.6 -1.8
FLAU Franklin FTSE Australia ETF 5.7 9 38 6.1 -1.3
ABLD Abacus FCF Real Assets Leaders ETF 5.6 69 -22 6.7 -0.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.6 20 27 6.4 -0.9
FMET Fidelity Metaverse ETF 5.5 39 8 4.7 -2.6
IQSM IQ Candriam U.S. Mid Cap Equity ETF 5.3 15 32 6.0 -1.4
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 5.2 60 -13 4.8 -2.5
SCJ iShares MSCI Japan Small-Cap ETF 5.2 50 -3 6.6 -0.8
TMFG Motley Fool Global Opportunities ETF 5.2 85 -38 3.9 -3.5
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 5.0 19 28 5.8 -1.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5.0 24 23 8.1 +0.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 4.9 12 35 5.2 -2.2
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 4.8 80 -33 5.9 -1.5
PY Principal Value ETF 4.7 15 32 7.1 -0.2
BWEB Bitwise Web3 ETF 4.7 85 -38 -0.1 -7.5
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 4.7 46 1 5.6 -1.7
FDCF Fidelity Disruptive Communications ETF 4.7 50 -3 2.8 -4.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.6 18 29 7.7 +0.3
TBG TBG Dividend Focus ETF 4.6 59 -12 7.8 +0.5
IWS iShares Russell Mid-Cap Value ETF 4.6 23 24 6.7 -0.7
PFI Invesco Dorsey Wright Financial Momentum ETF 4.5 60 -13 6.5 -0.8
PTL Inspire 500 ETF 4.5 9 38 5.2 -2.2
EPP iShares MSCI Pacific ex-Japan ETF 4.5 47 0 5.1 -2.3
ONEY SPDR Russell 1000 Yield Focus ETF 4.5 20 27 9.4 +2.1
SCZ iShares MSCI EAFE Small-Cap ETF 4.4 40 7 6.9 -0.5
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 4.4 12 35 6.0 -1.4
VOE Vanguard Mid-Cap Value ETF 4.3 7 40 7.6 +0.2
JPIN J.P. Morgan Diversified Return International Equity ETF 4.3 37 10 8.3 +1.0
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 4.2 58 -11 8.8 +1.5
CLOU Global X Cloud Computing ETF 4.2 68 -21 2.3 -5.1
RIET Hoya Capital High Dividend Yield ETF 4.2 50 -3 48.7 +41.3
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 4.1 12 35 5.7 -1.6
BLES Inspire Global Hope ETF 4.1 61 -14 6.8 -0.6
KNCT Invesco Next Gen Connectivity ETF 4.1 40 7 4.8 -2.5
WCEO Hypatia Women CEO ETF 4.0 85 -38 3.7 -3.6
FDVV Fidelity High Dividend ETF 4.0 15 32 7.6 +0.2
FLDZ RiverNorth Patriot ETF 4.0 75 -28 6.1 -1.3
EQAL Invesco Russell 1000 Equal Weight ETF 4.0 20 27 6.8 -0.6
BEEZ Honeytree U.S. Equity ETF 4.0 64 -17 3.7 -3.7
RSP Invesco S&P 500 Equal Weight ETF 3.9 20 27 6.5 -0.8
DON WisdomTree U.S. MidCap Dividend Fund 3.9 38 9 8.7 +1.4
IGPT Invesco AI and Next Gen Software ETF 3.9 60 -13 4.3 -3.1
MILN Global X Millennial Consumer ETF 3.9 50 -3 3.6 -3.7
SNPV Xtrackers S&P 500 Value ESG ETF 3.8 15 32 6.7 -0.6
DIM WisdomTree International MidCap Dividend Fund 3.8 58 -11 7.5 +0.2
TXS Texas Capital Texas Equity Index ETF 3.8 49 -2 5.6 -1.7
JAVA JPMorgan Active Value ETF 3.8 44 3 6.4 -1.0
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.8 39 8 11.6 +4.2
SWP SWP Growth & Income ETF 3.7 99 -52 4.1 -3.3
FMDE Fidelity Enhanced Mid Cap ETF 3.7 23 24 5.7 -1.6
YLDE ClearBridge Dividend Strategy ESG ETF 3.7 60 -13 5.7 -1.7
DLN WisdomTree U.S. LargeCap Dividend Fund 3.7 28 19 5.9 -1.4
IEUS iShares MSCI Europe Small-Cap ETF 3.6 42 5 7.2 -0.1
IWR iShares Russell Midcap ETF 3.5 19 28 5.7 -1.6
DEMZ Democratic Large Cap Core ETF 3.5 45 2 4.5 -2.9
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.5 15 32 7.5 +0.1
SIZE iShares MSCI USA Size Factor ETF 3.5 15 32 6.0 -1.3
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 3.5 49 -2 6.8 -0.5
NULV Nuveen ESG Large-Cap Value ETF 3.5 26 21 6.3 -1.1
EUSA iShares MSCI USA Equal Weighted ETF 3.4 9 38 6.1 -1.3
NXTG First Trust Indxx NextG ETF 3.4 70 -23 5.3 -2.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 3.4 10 37 5.1 -2.2
QUVU Hartford Quality Value ETF 3.4 46 1 7.3 -0.1
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 3.4 47 0 5.8 -1.6
IMCV iShares Morningstar Mid-Cap Value ETF 3.3 6 41 8.0 +0.7
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 3.3 65 -18 -1.5 -8.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.3 4 43 6.1 -1.2
QDF FlexShares Quality Dividend Index Fund 3.3 37 10 6.2 -1.2
MAGA Point Bridge America First ETF 3.3 72 -25 5.7 -1.7
RCGE RockCreek Global Equality ETF 3.3 95 -48 6.7 -0.7
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.3 55 -8 4.2 -3.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.2 9 38 6.1 -1.3
DTD WisdomTree U.S. Total Dividend Fund 3.2 28 19 6.3 -1.1
ISCF iShares International SmallCap Equity Factor ETF 3.1 23 24 8.2 +0.8
INRO iShares U.S. Industry Rotation Active ETF 3.1 42 5 4.2 -3.1
VBR Vanguard Small Cap Value ETF 3.0 7 40 9.1 +1.7
USXF iShares ESG Advanced MSCI USA ETF 3.0 10 37 4.5 -2.8
DVND Touchstone Dividend Select ETF 3.0 67 -20 5.6 -1.8
IMCB iShares Morningstar Mid-Cap ETF 3.0 4 43 6.0 -1.4
DHS WisdomTree U.S. High Dividend Fund 2.9 38 9 8.0 +0.7
VO Vanguard Mid-Cap ETF 2.9 4 43 5.7 -1.7
RBLD First Trust Alerian US NextGen Infrastructure ETF 2.9 65 -18 4.9 -2.5
EVUS iShares ESG Aware MSCI USA Value ETF 2.9 18 29 6.5 -0.9
NIXT Research Affiliates Deletions ETF 2.9 9 38 8.7 +1.3
STXM Strive Mid-Cap ETF 2.9 18 29 6.1 -1.2
HAPY Harbor Human Capital Factor Unconstrained ETF 2.9 50 -3 5.6 -1.8
SCHM Schwab U.S. Mid-Cap ETF 2.8 4 43 6.6 -0.8
GVUS Marketbeta Russell 1000 Value Equity ETF 2.8 12 35 6.5 -0.8
VEGN US Vegan Climate ETF 2.8 60 -13 4.5 -2.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.8 15 32 7.9 +0.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.8 9 38 4.9 -2.5
JHMM John Hancock Multifactor Mid Cap ETF 2.7 42 5 6.3 -1.0
SCHV Schwab U.S. Large-Cap Value ETF 2.7 4 43 6.7 -0.7
CHGX AXS Change Finance ESG ETF 2.7 49 -2 4.8 -2.6
QDEF FlexShares Quality Dividend Defensive Index Fund 2.7 37 10 6.0 -1.4
XMLV Invesco S&P MidCap Low Volatility ETF 2.7 25 22 7.5 +0.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.6 18 29 5.8 -1.6
ISCV iShares Morningstar Small Cap Value ETF 2.6 6 41 9.2 +1.9
FNDC Schwab Fundamental International Small Co. Index ETF 2.6 39 8 5.8 -1.6
IMCG iShares Morningstar Mid-Cap Growth ETF 2.6 6 41 3.9 -3.4
DIVL Madison Dividend Value ETF 2.6 65 -18 5.8 -1.6
EWUS iShares MSCI United Kingdom Small Cap ETF 2.6 59 -12 7.5 +0.2
VB Vanguard Small-Cap ETF 2.6 5 42 6.1 -1.2
IJJ iShares S&P Mid-Cap 400 Value ETF 2.6 18 29 8.6 +1.3
PSCF Invesco S&P SmallCap Financials ETF 2.6 29 18 9.0 +1.7
FSMD Fidelity Small-Mid Multifactor ETF 2.5 15 32 7.0 -0.4
SCHC Schwab International Small-Cap Equity ETF 2.5 11 36 6.6 -0.7
MDYV SPDR S&P 400 Mid Cap Value ETF 2.5 15 32 8.7 +1.3
GURU Global X Guru Index ETF 2.5 75 -28 3.0 -4.4
IWD iShares Russell 1000 Value ETF 2.5 19 28 6.4 -1.0
IDAT iShares Future Cloud 5G and Tech ETF 2.5 47 0 4.7 -2.7
RJMG FT Raymond James Multicap Growth Equity ETF 2.5 85 -38 2.0 -5.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.5 10 37 8.8 +1.5
FNDA Schwab Fundamental US Small Co. Index ETF 2.5 25 22 8.2 +0.9
BEEX BeeHive ETF 2.5 84 -37 4.3 -3.1
SRET Global X SuperDividend REIT ETF 2.5 59 -12 12.0 +4.7
WDIV SPDR S&P Global Dividend ETF 2.4 40 7 9.2 +1.9
FVD First Trust Value Line Dividend Index Fund 2.4 65 -18 6.2 -1.1
FCPI Fidelity Stocks for Inflation ETF 2.4 15 32 7.5 +0.2
CGDG Capital Group Dividend Growers ETF 2.4 47 0 6.3 -1.1
IPAC iShares Core MSCI Pacific ETF 2.4 9 38 6.3 -1.0
FKU First Trust United Kingdom AlphaDEX Fund 2.4 80 -33 7.3 -0.1
VONV Vanguard Russell 1000 Value ETF 2.4 7 40 6.5 -0.8
SSPY Syntax Stratified LargeCap ETF 2.4 30 17 6.7 -0.7
SHUS Syntax Stratified U.S. Total Market Hedged ETF 2.4 65 -18 6.4 -1.0
RFFC ALPS Active Equity Opportunity ETF 2.3 48 -1 4.4 -3.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.3 35 12 6.1 -1.3
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.3 30 17 8.2 +0.9
SIXG Defiance Connective Technologies ETF 2.3 30 17 3.6 -3.7
FELV Fidelity Enhanced Large Cap Value ETF 2.3 18 29 6.7 -0.7
SPXT ProShares S&P 500 Ex-Technology ETF 2.2 9 38 5.5 -1.8
STXV Strive 1000 Value ETF 2.2 18 29 8.0 +0.6
AFLG First Trust Active Factor Large Cap ETF 2.2 55 -8 6.3 -1.1
DSI iShares MSCI KLD 400 Social ETF 2.2 25 22 4.8 -2.6
DTH WisdomTree International High Dividend Fund 2.2 58 -11 8.4 +1.1
XDAT Franklin Exponential Data ETF 2.2 50 -3 2.1 -5.2
SFYX SoFi Next 500 ETF 2.2 0 47 5.7 -1.6
GLBL Pacer MSCI World Industry Advantage ETF 2.1 65 -18 4.1 -3.2
IUSV iShares Core S&P US Value ETF 2.1 4 43 6.4 -1.0
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.1 15 32 4.9 -2.5
VOOV Vanguard S&P 500 Value ETF 2.1 7 40 6.3 -1.1
IVE iShares S&P 500 Value ETF 2.1 18 29 6.1 -1.2
SUSA iShares MSCI USA ESG Select ETF 2.1 25 22 4.7 -2.7
SPYV SPDR Portfolio S&P 500 Value ETF 2.1 4 43 6.3 -1.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.1 80 -33 7.7 +0.4
NULC Nuveen ESG Large-Cap ETF 2.1 21 26 4.6 -2.7
FDMO Fidelity Momentum Factor ETF 2.1 15 32 3.6 -3.7
VPL Vanguard FTSE Pacific ETF 2.0 7 40 6.8 -0.5
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.0 19 28 5.3 -2.1
JHDV John Hancock U.S. High Dividend ETF 2.0 34 13 6.6 -0.8
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.0 15 32 7.7 +0.4
XMAG Defiance Large Cap ex-Mag 7 ETF 2.0 35 12 5.1 -2.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.0 24 23 7.7 +0.3
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 22 6.2 -1.2
ADIV SmartETFs Asia Pacific Dividend Builder ETF 2.0 78 -31 9.4 +2.1
EWS iShares MSCI Singapore ETF 2.0 50 -3 4.9 -2.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.0 29 18 8.2 +0.8
VBK Vanguard Small-Cap Growth ETF 2.0 7 40 1.9 -5.4
KLMN Invesco MSCI North America Climate ETF 1.9 9 38 4.9 -2.4
SNPE Xtrackers S&P 500 ESG ETF 1.9 10 37 5.1 -2.3
CVY Invesco Zacks Multi-Asset Income ETF 1.9 106 -59 12.2 +4.8
HAPI Harbor Human Capital Factor US Large Cap ETF 1.9 36 11 4.8 -2.6
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.9 40 7 3.7 -3.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.9 60 -13 3.9 -3.4
JEPI JPMorgan Equity Premium Income ETF 1.9 35 12 5.6 -1.8
SDY SPDR S&P Dividend ETF 1.9 35 12 6.6 -0.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.9 10 37 4.9 -2.4
STXD Strive 1000 Dividend Growth ETF 1.9 35 12 4.8 -2.6
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 1.9 8 39 6.1 -1.2
INTF iShares International Equity Factor ETF 1.8 15 32 7.6 +0.2
XJH iShares ESG Screened S&P Mid-Cap ETF 1.8 12 35 7.0 -0.3
LRGC AB US Large Cap Strategic Equities ETF 1.8 48 -1 4.4 -2.9
ISCB iShares Morningstar Small-Cap ETF 1.8 4 43 6.2 -1.2
GWX SPDR S&P International Small Cap ETF 1.8 40 7 6.0 -1.4
DIVB iShares Core Dividend ETF 1.8 5 42 8.0 +0.7
UDI USCF Dividend Income Fund 1.8 65 -18 8.1 +0.7
STXK Strive Small-Cap ETF 1.8 18 29 5.8 -1.6
JMOM JPMorgan U.S. Momentum Factor ETF 1.8 12 35 4.5 -2.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.8 20 27 5.0 -2.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.8 17 30 5.7 -1.7
NUMG Nuveen ESG Mid-Cap Growth ETF 1.8 31 16 2.5 -4.8
SMLF iShares U.S. SmallCap Equity Factor ETF 1.8 15 32 5.9 -1.5
IWN iShares Russell 2000 Value ETF 1.8 24 23 7.3 -0.1
KLMT Invesco MSCI Global Climate 500 ETF 1.8 10 37 5.7 -1.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.8 15 32 7.2 -0.1
LRGE ClearBridge Large Cap Growth ESG ETF 1.8 59 -12 3.9 -3.5
XJR iShares ESG Screened S&P Small-Cap ETF 1.8 12 35 7.3 -0.1
SPXV ProShares S&P 500 Ex-Health Care ETF 1.8 9 38 4.6 -2.7
CVAR Cultivar ETF 1.8 87 -40 6.8 -0.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.7 7 40 5.1 -2.3
MDY SPDR S&P Midcap 400 ETF Trust 1.7 24 23 7.1 -0.3
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.7 29 18 6.2 -1.2
IJH iShares Core S&P Mid-Cap ETF 1.7 5 42 7.3 -0.1
WOMN Impact Shares YWCA Women's Empowerment ETF 1.7 75 -28 5.3 -2.0
VTV Vanguard Value ETF 1.7 4 43 6.9 -0.5
SMMD iShares Russell 2500 ETF 1.7 15 32 6.1 -1.2
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.7 20 27 7.6 +0.2
POWA Invesco Bloomberg Pricing Power ETF 1.7 40 7 5.3 -2.1
ISMD Inspire Small/Mid Cap ETF 1.7 54 -7 5.5 -1.9
ESIX SPDR S&P SmallCap 600 ESG ETF 1.7 12 35 7.9 +0.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.7 9 38 4.2 -3.2
VTWV Vanguard Russell 2000 Value ETF 1.7 10 37 7.3 -0.1
ZECP Zacks Earnings Consistent Portfolio ETF 1.7 55 -8 4.8 -2.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.7 14 33 4.8 -2.5
IVOO Vanguard S&P Mid-Cap 400 ETF 1.7 7 40 7.4 +0.0
DSPY Tema S&P 500 Historical Weight ETF 1.7 18 29 5.1 -2.2
DMXF iShares ESG Advanced MSCI EAFE ETF 1.7 12 35 5.5 -1.8
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.7 3 44 7.3 -0.1
FEP First Trust Europe AlphaDEX Fund 1.7 80 -33 9.1 +1.8
XSLV Invesco S&P SmallCap Low Volatility ETF 1.7 25 22 7.4 +0.0
QLC FlexShares US Quality Large Cap Index Fund 1.7 25 22 5.4 -2.0
SUSL iShares ESG MSCI USA Leaders ETF 1.7 10 37 4.9 -2.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.7 8 39 4.9 -2.4
PRXV Praxis Impact Large Cap Value ETF 1.7 36 11 6.5 -0.9
IJR iShares Core S&P Small Cap ETF 1.7 6 41 7.6 +0.2
JOET Virtus Terranova US Quality Momentum ETF 1.7 29 18 4.7 -2.7
ESGV Vanguard ESG U.S. Stock ETF 1.6 9 38 4.7 -2.7
FID First Trust S&P International Dividend Aristocrats ETF 1.6 60 -13 7.9 +0.5
FLV American Century Focused Large Cap Value ETF 1.6 42 5 6.5 -0.9
REVS Columbia Research Enhanced Value ETF 1.6 19 28 7.5 +0.2
PRAY FIS Christian Stock Fund 1.6 69 -22 5.1 -2.3
SHE SPDR MSCI USA Gender Diversity ETF 1.6 20 27 5.0 -2.4
YOKE Yoke Core ETF 1.6 42 5 4.4 -3.0
IJS iShares S&P Small-Cap 600 Value ETF 1.6 18 29 9.7 +2.3
FTA First Trust Large Cap Value AlphaDEX Fund 1.6 59 -12 8.9 +1.5
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.6 55 -8 9.9 +2.6
PRF Invesco FTSE RAFI US 1000 ETF 1.6 39 8 6.8 -0.6
JHML John Hancock Multifactor Large Cap ETF 1.6 29 18 5.3 -2.0
SPXE ProShares S&P 500 Ex-Energy ETF 1.6 9 38 4.8 -2.6
ETHO Etho Climate Leadership U.S. ETF 1.6 47 0 5.3 -2.0
ADME Aptus Drawdown Managed Equity ETF 1.6 79 -32 4.1 -3.3
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.6 3 44 7.6 +0.2
ILCV iShares Morningstar Value ETF 1.6 4 43 6.4 -0.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.6 11 36 4.9 -2.5
SGLC SGI U.S. Large Cap Core ETF 1.6 85 -38 4.0 -3.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.6 25 22 7.8 +0.5
SLYV SPDR S&P 600 Small Cap Value ETF 1.5 15 32 9.7 +2.4
VIOO Vanguard S&P Small-Cap 600 ETF 1.5 7 40 7.6 +0.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.5 10 37 9.7 +2.4
CAML Congress Large Cap Growth ETF 1.5 66 -19 3.4 -3.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.5 2 45 4.9 -2.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.5 7 40 6.0 -1.4
SCHA Schwab U.S. Small-Cap ETF 1.5 4 43 5.9 -1.5
FQAL Fidelity Quality Factor ETF 1.5 15 32 5.6 -1.7
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.5 60 -13 9.4 +2.1
EWK iShares MSCI Belgium ETF 1.5 50 -3 4.4 -2.9
IWX iShares Russell Top 200 Value ETF 1.5 20 27 6.2 -1.2
XVV iShares ESG Screened S&P 500 ETF 1.5 8 39 4.8 -2.6
ESGU iShares ESG Aware MSCI USA ETF 1.5 15 32 4.7 -2.7
NUSC Nuveen ESG Small-Cap ETF 1.5 31 16 5.3 -2.0
HDUS Hartford Disciplined US Equity ETF 1.5 19 28 5.7 -1.7
BKSE BNY Mellon US Small Cap Core Equity ETF 1.5 4 43 5.9 -1.4
BKLC BNY Mellon US Large Cap Core Equity ETF 1.5 0 47 4.9 -2.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.4 7 40 4.8 -2.6
LRGF iShares U.S. Equity Factor ETF 1.4 8 39 5.4 -2.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.4 20 27 5.6 -1.7
RFDI First Trust Riverfront Dynamic Developed International ETF 1.4 83 -36 9.4 +2.0
RAFE PIMCO RAFI ESG U.S. ETF 1.4 29 18 7.1 -0.3
BDIV AAM Brentview Dividend Growth ETF 1.4 49 -2 4.6 -2.8
IETC iShares U.S. Tech Independence Focused ETF 1.4 18 29 3.7 -3.6
FUNL CornerCap Fundametrics Large-Cap ETF 1.4 50 -3 7.2 -0.2
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.4 25 22 5.3 -2.0
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.4 20 27 4.7 -2.7
VOTE TCW Transform 500 ETF 1.4 5 42 4.8 -2.5
VONE Vanguard Russell 1000 ETF 1.4 7 40 4.9 -2.5
ACVF American Conservative Values ETF 1.4 75 -28 4.3 -3.0
DEUS Xtrackers Russell US Multifactor ETF 1.4 17 30 7.0 -0.4
KOKU Xtrackers MSCI Kokusai Equity ETF 1.4 9 38 5.2 -2.2
IWB iShares Russell 1000 ETF 1.4 15 32 4.8 -2.5
QVML Invesco S&P 500 QVM Multi-factor ETF 1.4 11 36 5.1 -2.3
FDLO Fidelity Low Volatility Factor ETF 1.4 15 32 5.4 -2.0
VOO Vanguard S&P 500 ETF 1.4 3 44 5.0 -2.4
IWV iShares Russell 3000 ETF 1.4 20 27 4.7 -2.6
VTI Vanguard Total Stock Market ETF 1.4 3 44 4.9 -2.5
EFAS Global X MSCI SuperDividend EAFE ETF 1.4 57 -10 8.3 +0.9
IVV iShares Core S&P 500 ETF 1.4 3 44 4.9 -2.4
SPY SPDR S&P 500 ETF Trust 1.4 9 38 4.9 -2.5
VTHR Vanguard Russell 3000 ETF 1.4 7 40 4.8 -2.5
SPLG SPDR Portfolio S&P 500 ETF 1.4 2 45 4.9 -2.4
RECS Columbia Research Enhanced Core ETF 1.4 15 32 5.6 -1.7
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.4 3 44 5.1 -2.2
GOP Unusual Whales Subversive Republican Trading ETF 1.3 50 -3 5.5 -1.8
CATH Global X S&P 500 Catholic Values Custom ETF 1.3 29 18 4.6 -2.7
PBUS Invesco MSCI USA ETF 1.3 4 43 4.8 -2.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.3 65 -18 3.5 -3.9
IYY iShares Dow Jones U.S. ETF 1.3 20 27 4.8 -2.6
FESM Fidelity Enhanced Small Cap ETF 1.3 28 19 7.2 -0.2
JPEF JPMorgan Equity Focus ETF 1.3 50 -3 4.3 -3.1
SCHB Schwab U.S. Broad Market ETF 1.3 3 44 5.0 -2.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.3 39 8 5.8 -1.6
EWQ iShares MSCI France ETF 1.3 53 -6 7.3 -0.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.3 3 44 4.9 -2.5
SCHK Schwab 1000 Index ETF 1.3 5 42 5.0 -2.4
SCHX Schwab U.S. Large-Cap ETF 1.3 3 44 4.9 -2.4
VLU SPDR S&P 1500 Value Tilt ETF 1.3 12 35 7.4 +0.0
IJT iShares S&P Small-Cap 600 Growth ETF 1.3 18 29 5.4 -1.9
IEFA iShares Core MSCI EAFE ETF 1.3 7 40 7.0 -0.3
MTUM iShares MSCI USA Momentum Factor ETF 1.3 15 32 3.5 -3.9
JHSC John Hancock Multifactor Small Cap ETF 1.3 42 5 6.6 -0.8
FEUZ First Trust Eurozone AlphaDEX ETF 1.3 80 -33 9.1 +1.7
QUAL iShares MSCI USA Quality Factor ETF 1.3 15 32 5.4 -2.0
ILCB iShares Morningstar U.S. Equity ETF 1.3 3 44 4.8 -2.6
JQUA JPMorgan U.S. Quality Factor ETF 1.3 12 35 5.8 -1.5
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.3 60 -13 5.3 -2.1
EZM WisdomTree U.S. MidCap Fund 1.3 38 9 9.0 +1.6
SLYG SPDR S&P 600 Small Cap Growth ETF 1.3 15 32 5.5 -1.9
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 1.3 39 8 7.9 +0.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.3 25 22 5.6 -1.7
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.3 15 32 4.6 -2.7
HLGE Hartford Longevity Economy ETF 1.3 44 3 -0.4 -7.7
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.2 70 -23 4.7 -2.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.2 10 37 5.6 -1.8
FAB First Trust Multi Cap Value AlphaDEX Fund 1.2 67 -20 9.8 +2.4
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.2 80 -33 6.7 -0.7
IQSI IQ Candriam International Equity ETF 1.2 15 32 6.6 -0.7
MGK Vanguard Mega Cap Growth ETF 1.2 7 40 4.1 -3.3
FEX First Trust Large Cap Core AlphaDEX Fund 1.2 59 -12 5.8 -1.5
SPVM Invesco S&P 500 Value with Momentum ETF 1.2 39 8 7.6 +0.2
VV Vanguard Large-Cap ETF 1.2 4 43 4.8 -2.5
SMAP Amplify Small-Mid Cap Equity ETF 1.2 60 -13 5.5 -1.9
STRV Strive 500 ETF 1.2 5 42 4.8 -2.6
TOK iShares MSCI Kokusai ETF 1.2 26 21 5.0 -2.3
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.2 50 -3 8.1 +0.8
FDWM Fidelity Women's Leadership ETF 1.2 59 -12 4.8 -2.5
EFV iShares MSCI EAFE Value ETF 1.2 34 13 9.1 +1.7
PFM Invesco Dividend Achievers ETF 1.2 53 -6 5.3 -2.1
IDEV iShares Core MSCI International Developed Markets ETF 1.2 4 43 7.0 -0.4
BGIG Bahl & Gaynor Income Growth ETF 1.2 45 2 5.2 -2.1
FLJP Franklin FTSE Japan ETF 1.2 9 38 6.3 -1.0
SFY SoFi Select 500 ETF 1.2 0 47 4.4 -3.0
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.2 50 -3 6.0 -1.4
EUDV ProShares MSCI Europe Dividend Growers ETF 1.2 55 -8 6.2 -1.1
VT Vanguard Total World Stock ETF 1.2 6 41 5.9 -1.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.2 29 18 6.4 -0.9
TOV JLens 500 Jewish Advocacy U.S. ETF 1.2 18 29 4.6 -2.8
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.2 40 7 7.0 -0.3
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.2 60 -13 5.9 -1.4
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.2 12 35 7.2 -0.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.2 32 15 4.9 -2.4
HLAL Wahed FTSE USA Shariah ETF 1.2 50 -3 4.7 -2.6
ONEO SPDR Russell 1000 Momentum Focus ETF 1.2 20 27 6.9 -0.4
FOVL iShares Focused Value Factor ETF 1.2 25 22 10.7 +3.4
SPGP Invesco S&P 500 GARP ETF 1.2 34 13 6.4 -0.9
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.2 45 2 4.4 -2.9
HFXI IQ FTSE International Equity Currency Neutral ETF 1.2 20 27 7.1 -0.3
RSSL Global X Russell 2000 ETF 1.2 8 39 4.4 -3.0
FLJH Franklin FTSE Japan Hedged ETF 1.2 9 38 6.1 -1.2
FDRR Fidelity Dividend ETF for Rising Rates 1.2 15 32 7.0 -0.4
VOT Vanguard Mid-Cap Growth ETF 1.1 7 40 3.5 -3.8
VEA Vanguard FTSE Developed Markets ETF 1.1 3 44 7.2 -0.1
URTH iShares MSCI World ETF 1.1 24 23 5.1 -2.3
TMAT Main Thematic Innovation ETF 1.1 164 -117 -1.5 -8.8
SIXL ETC 6 Meridian Low Beta Equity ETF 1.1 80 -33 6.1 -1.3
DLS WisdomTree International SmallCap Dividend Fund 1.1 58 -11 8.1 +0.7
FNDB Schwab Fundamental US Broad Market Index ETF 1.1 25 22 7.2 -0.1
VLUE iShares MSCI USA Value Factor ETF 1.1 15 32 9.5 +2.1
FPX First Trust US Equity Opportunities ETF 1.1 61 -14 1.0 -6.4
VSGX Vanguard ESG International Stock ETF 1.1 10 37 7.7 +0.3
DES WisdomTree U.S. SmallCap Dividend Fund 1.1 38 9 9.2 +1.8
FVAL Fidelity Value Factor ETF 1.1 15 32 6.8 -0.5
APUE ActivePassive U.S. Equity ETF 1.1 45 2 4.6 -2.8
ASEA Global X FTSE Southeast Asia ETF 1.1 65 -18 6.7 -0.6
FDEV Fidelity International Multifactor ETF 1.1 18 29 7.5 +0.1
RVRB Reverb ETF 1.1 30 17 4.5 -2.8
VWID Virtus WMC International Dividend ETF 1.1 49 -2 8.5 +1.1
ESGG FlexShares STOXX Global ESG Select Index Fund 1.1 42 5 5.4 -2.0
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 1.1 40 7 7.4 +0.1
DGT SPDR Global Dow ETF 1.1 50 -3 7.0 -0.3
VXF Vanguard Extended Market ETF 1.1 5 42 4.7 -2.7
ILCG iShares Morningstar Growth ETF 1.0 4 43 3.6 -3.8
FLQL Franklin LibertyQ U.S. Equity ETF 1.0 15 32 5.3 -2.1
CGUS Capital Group Core Equity ETF 1.0 33 14 4.3 -3.0
ACWI iShares MSCI ACWI ETF 1.0 32 15 5.5 -1.8
ISCG iShares Morningstar Small-Cap Growth ETF 1.0 6 41 2.9 -4.5
SPDW SPDR Portfolio Developed World ex-US ETF 1.0 3 44 7.0 -0.3
XMMO Invesco S&P MidCap Momentum ETF 1.0 34 13 5.6 -1.8
PPIE Putnam PanAgora ESG International Equity ETF 1.0 49 -2 7.4 +0.1
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.0 49 -2 9.4 +2.0
FNDX Schwab Fundamental US Large Co. Index ETF 1.0 25 22 7.2 -0.2
DWM WisdomTree International Equity Fund 1.0 48 -1 7.4 +0.0
FFND Future Fund Active ETF 1.0 100 -53 4.2 -3.1
FTC First Trust Large Cap Growth AlphaDEX Fund 1.0 59 -12 2.7 -4.6
STXG Strive 1000 Growth ETF 1.0 18 29 3.8 -3.5
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.0 35 12 7.1 -0.2
MDLV Morgan Dempsey Large Cap Value ETF 1.0 58 -11 7.4 +0.1
IWM iShares Russell 2000 ETF 1.0 19 28 4.3 -3.1
FELC Fidelity Enhanced Large Cap Core ETF 1.0 18 29 5.2 -2.2
IJK iShares S&P Mid-Cap 400 Growth ETF 1.0 17 30 5.8 -1.5
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.0 12 35 4.5 -2.8
HGRO Hedgeye Quality Growth ETF 1.0 70 -23 3.4 -4.0
VTWO Vanguard Russell 2000 ETF 1.0 7 40 4.3 -3.0
SPMO Invesco S&P 500 Momentum ETF 1.0 13 34 3.6 -3.8
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 1.0 14 33 6.2 -1.2
YALL God Bless America ETF 1.0 65 -18 3.6 -3.7
SCHF Schwab International Equity ETF 0.9 6 41 7.3 -0.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.9 20 27 5.5 -1.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.9 10 37 6.0 -1.4
FIDI Fidelity International High Dividend ETF 0.9 18 29 8.7 +1.3
JHID John Hancock International High Dividend ETF 0.9 46 1 9.5 +2.2
AFMC First Trust Active Factor Mid Cap ETF 0.9 65 -18 8.4 +1.0
JVAL JPMorgan U.S. Value Factor ETF 0.9 12 35 8.1 +0.7
FMKT The Free Markets ETF 0.9 76 -29 1.6 -5.8
ROE Astoria US Quality Kings ETF 0.9 49 -2 6.5 -0.8
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.9 15 32 5.8 -1.5
VUG Vanguard Growth ETF 0.9 4 43 4.0 -3.4
PRXG Praxis Impact Large Cap Growth ETF 0.9 36 11 3.6 -3.7
NETL NETLease Corporate Real Estate ETF 0.9 60 -13 8.3 +1.0
VALQ American Century U.S. Quality Value ETF 0.9 29 18 7.7 +0.3
INCE Franklin Income Equity Focus ETF 0.9 29 18 5.5 -1.8
DWMF WisdomTree International Multifactor Fund 0.9 38 9 7.0 -0.3
FNX First Trust Mid Cap Core AlphaDEX Fund 0.9 60 -13 7.3 -0.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.9 9 38 5.2 -2.2
FSST Fidelity Sustainable U.S. Equity ETF 0.9 59 -12 4.3 -3.1
FLGB Franklin FTSE United Kingdom ETF 0.9 9 38 7.6 +0.2
CGDV Capital Group Dividend Value ETF 0.9 33 14 4.5 -2.8
NACP Impact Shares NAACP Minority Empowerment ETF 0.9 49 -2 4.8 -2.6
XMVM Invesco S&P MidCap Value with Momentum ETF 0.9 39 8 9.6 +2.3
MGC Vanguard Mega Cap ETF 0.9 7 40 4.6 -2.7
IXUS iShares Core MSCI Total International Stock ETF 0.9 7 40 7.9 +0.6
GLOF iShares Global Equity Factor ETF 0.9 20 27 6.5 -0.9
GSPY Gotham Enhanced 500 ETF 0.9 50 -3 5.2 -2.1
DTEC ALPS Disruptive Technologies ETF 0.9 50 -3 3.9 -3.5
KBWY Invesco KBW Premium Yield Equity REIT ETF 0.9 35 12 8.5 +1.1
VXUS Vanguard Total International Stock ETF 0.9 5 42 7.9 +0.6
BKCI BNY Mellon Concentrated International ETF 0.9 80 -33 5.3 -2.1
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.8 56 -9 6.1 -1.3
GVAL Cambria Global Value ETF 0.8 68 -21 10.5 +3.1
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.8 43 4 6.1 -1.3
FEGE First Eagle Global Equity ETF 0.8 79 -32 7.0 -0.3
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -28 5.2 -2.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.8 64 -17 2.2 -5.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.8 9 38 5.7 -1.7
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.8 20 27 6.3 -1.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.8 39 8 5.3 -2.1
IWL iShares Russell Top 200 ETF 0.8 15 32 4.6 -2.7
UIVM VictoryShares International Value Momentum ETF 0.8 35 12 8.9 +1.6
JGLO JPMorgan Global Select Equity ETF 0.8 33 14 4.9 -2.4
GSID Goldman Sachs MarketBeta International Equity ETF 0.8 20 27 6.9 -0.4
ESGD iShares ESG Aware MSCI EAFE ETF 0.8 20 27 6.7 -0.6
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.8 45 2 8.8 +1.5
LVHI Franklin International Low Volatility High Dividend Index ET 0.8 40 7 10.3 +2.9
AIEQ AI Powered Equity ETF 0.8 75 -28 3.7 -3.7
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.8 20 27 6.2 -1.1
EFA iShares MSCI EAFE ETF 0.8 35 12 6.7 -0.6
IUSG iShares Core S&P U.S. Growth ETF 0.8 4 43 4.2 -3.2
EES WisdomTree U.S. SmallCap Fund 0.8 38 9 8.6 +1.3
TMDV ProShares Russell US Dividend Growers ETF 0.8 35 12 6.4 -0.9
RPG Invesco S&P 500 Pure Growth ETF 0.8 35 12 3.2 -4.2
VOOG Vanguard S&P 500 Growth ETF 0.8 7 40 4.1 -3.3
IVW iShares S&P 500 Growth ETF 0.8 18 29 4.0 -3.4
SPYG SPDR Portfolio S&P 500 Growth ETF 0.8 4 43 4.1 -3.3
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.8 80 -33 9.6 +2.2
BKIE BNY Mellon International Equity ETF 0.8 4 43 7.0 -0.3
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 0.7 5 42 7.9 +0.5
VEU Vanguard FTSE All-World ex-US Index Fund 0.7 4 43 8.1 +0.8
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.7 24 23 7.4 +0.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.7 70 -23 2.8 -4.5
MGV Vanguard Mega Cap Value ETF 0.7 7 40 6.6 -0.7
ROSC Hartford Multifactor Small Cap ETF 0.7 34 13 9.2 +1.8
IEUR iShares Core MSCI Europe ETF 0.7 11 36 7.4 +0.1
EPS WisdomTree U.S. LargeCap Fund 0.7 8 39 5.7 -1.7
GINN Goldman Sachs Innovate Equity ETF 0.7 52 -5 3.7 -3.7
VGK Vanguard FTSE Europe ETF 0.7 6 41 7.5 +0.1
SDIV Global X Superdividend ETF 0.7 58 -11 41.3 +34.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.7 39 8 6.7 -0.6
FNK First Trust Mid Cap Value AlphaDEX Fund 0.7 70 -23 10.8 +3.4
DFE WisdomTree Europe SmallCap Dividend Fund 0.7 58 -11 8.0 +0.7
WLDR Affinity World Leaders Equity ETF 0.7 67 -20 7.5 +0.2
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.7 36 11 6.5 -0.8
SPEU SPDR Portfolio Europe ETF 0.7 7 40 7.4 +0.1
FIVA Fidelity International Value Factor ETF 0.7 18 29 9.9 +2.5
TMFS Motley Fool Small-Cap Growth ETF 0.7 85 -38 3.6 -3.7
GDIV Harbor Dividend Growth Leaders ETF 0.7 50 -3 5.2 -2.1
EGUS iShares ESG Aware MSCI USA Growth ETF 0.7 18 29 3.9 -3.5
IQLT iShares MSCI Intl Quality Factor ETF 0.6 30 17 6.3 -1.1
SNPG Xtrackers S&P 500 Growth ESG ETF 0.6 15 32 4.5 -2.9
BLCV iShares Large Cap Value Active ETF 0.6 53 -6 7.3 -0.1
FYX First Trust Small Cap Core AlphaDEX Fund 0.6 61 -14 5.9 -1.5
EFAV iShares MSCI EAFE Min Vol Factor ETF 0.6 22 25 5.8 -1.6
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.6 25 22 7.1 -0.3
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.6 12 35 4.5 -2.9
VSLU Applied Finance Valuation Large Cap ETF 0.6 49 -2 5.6 -1.8
USMV iShares MSCI USA Min Vol Factor ETF 0.6 15 32 5.8 -1.6
HKND Humankind US Stock ETF 0.6 11 36 7.1 -0.3
QUS SPDR MSCI USA StrategicFactors ETF 0.6 15 32 5.7 -1.7
EWU iShares MSCI United Kingdom ETF 0.6 50 -3 8.1 +0.8
OPTZ Optimize Strategy Index ETF 0.6 50 -3 4.6 -2.8
TMFC Motley Fool 100 Index ETF 0.6 50 -3 3.5 -3.9
PSC Principal U.S. Small-Cap ETF 0.6 38 9 6.8 -0.6
ROUS Hartford Multifactor US Equity ETF 0.6 19 28 7.0 -0.3
UMMA Wahed Dow Jones Islamic World ETF 0.6 65 -18 5.4 -1.9
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.6 45 2 6.9 -0.4
HELX Franklin Genomic Advancements ETF 0.6 50 -3 -0.2 -7.6
JIG JPMorgan International Growth ETF 0.6 55 -8 4.8 -2.6
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.6 20 27 6.5 -0.9
AUSF Global X Adaptive U.S. Factor ETF 0.5 27 20 8.7 +1.4
FFLC Fidelity Fundamental Large Cap Core ETF 0.5 38 9 4.5 -2.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.5 29 18 4.4 -2.9
FYT First Trust Small Cap Value AlphaDEX Fund 0.5 73 -26 10.5 +3.1
NUDM Nuveen ESG International Developed Markets Equity ETF 0.5 31 16 6.3 -1.1
CGGO Capital Group Global Growth Equity ETF 0.5 47 0 4.7 -2.7
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.5 18 29 7.9 +0.5
XT iShares Exponential Technologies ETF 0.5 46 1 4.9 -2.4
RWL Invesco S&P 500 Revenue ETF 0.5 39 8 6.8 -0.5
RPV Invesco S&P 500 Pure Value ETF 0.5 35 12 10.4 +3.0
KRMA Global X Conscious Companies ETF 0.5 43 4 5.8 -1.6
ACWX iShares MSCI ACWI ex U.S. ETF 0.5 34 13 7.8 +0.4
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.5 58 -11 9.8 +2.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.5 30 17 6.6 -0.8
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.5 39 8 9.6 +2.2
LVOL American Century Low Volatility ETF 0.5 29 18 4.9 -2.5
IDMO Invesco S&P International Developed Momentum ETF 0.5 25 22 5.3 -2.0
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -32 4.5 -2.9
JHMD John Hancock Multifactor Developed International ETF 0.5 39 8 7.6 +0.2
TIME Clockwise Core Equity & Innovation ETF 0.4 95 -48 2.9 -4.5
RFV Invesco S&P Midcap 400 Pure Value ETF 0.4 35 12 12.9 +5.5
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.4 35 12 6.6 -0.7
DEM WisdomTree Emerging Markets High Dividend Fund 0.4 63 -16 13.3 +6.0
HAPS Harbor Human Capital Factor US Small Cap ETF 0.4 60 -13 3.9 -3.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.4 75 -28 4.0 -3.4
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.4 41 6 7.5 +0.1
IWP iShares Russell Mid-Cap Growth ETF 0.4 23 24 3.4 -4.0
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.4 30 17 7.0 -0.3
EZU iShares MSCI Eurozone ETF 0.4 52 -5 6.8 -0.6
USMF WisdomTree U.S. Multifactor Fund 0.4 28 19 7.0 -0.4
QWLD SPDR MSCI World StrategicFactors ETF 0.4 30 17 5.9 -1.4
IWY iShares Russell Top 200 Growth ETF 0.4 20 27 4.5 -2.8
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.4 80 -33 10.6 +3.2
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.4 25 22 7.3 -0.1
FLEE Franklin FTSE Europe ETF 0.4 9 38 7.3 -0.1
FBCV Fidelity Blue Chip Value ETF 0.4 59 -12 7.4 0.0
WWJD Inspire International ETF 0.4 80 -33 7.3 -0.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.4 35 12 5.9 -1.4
XSMO Invesco S&P SmallCap Momentum ETF 0.4 39 8 5.5 -1.8
OEF iShares S&P 100 ETF 0.4 20 27 4.5 -2.9
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 26 3.7 -3.7
FENI Fidelity Enhanced International ETF 0.4 28 19 6.6 -0.7
FBCG Fidelity Blue Chip Growth ETF 0.4 59 -12 2.8 -4.6
EDIV SPDR S&P Emerging Markets Dividend ETF 0.4 49 -2 11.9 +4.5
EWW iShares MSCI Mexico ETF 0.4 50 -3 10.2 +2.8
FEM First Trust Emerging Markets AlphaDEX Fund 0.4 80 -33 11.2 +3.9
FLN First Trust Latin America AlphaDEX Fund 0.4 80 -33 10.4 +3.1
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 0.4 90 -43 7.0 -0.4
FYC First Trust Small Cap Growth AlphaDEX Fund 0.4 71 -24 0.5 -6.9
IWF iShares Russell 1000 Growth ETF 0.4 19 28 4.4 -3.0
VONG Vanguard Russell 1000 Growth ETF 0.4 7 40 4.4 -2.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.4 25 22 5.9 -1.5
GQQQ Astoria US Quality Growth Kings ETF 0.3 35 12 4.6 -2.7
CWI SPDR MSCI ACWI ex-US ETF 0.3 30 17 7.7 +0.3
ENZL iShares MSCI New Zealand ETF 0.3 50 -3 3.9 -3.5
EWJV iShares MSCI Japan Value ETF 0.3 15 32 8.8 +1.5
RWK Invesco S&P MidCap 400 Revenue ETF 0.3 39 8 9.3 +2.0
EFG iShares MSCI EAFE Growth ETF 0.3 36 11 4.4 -3.0
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.3 80 -33 9.1 +1.8
TMFX Motley Fool Next Index ETF 0.3 50 -3 2.6 -4.8
IVLU iShares MSCI Intl Value Factor ETF 0.3 30 17 10.4 +3.0
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.3 32 15 7.0 -0.3
SVAL iShares US Small Cap Value Factor ETF 0.3 20 27 10.2 +2.8
IEV iShares Europe ETF 0.3 67 -20 6.9 -0.4
IOO iShares Global 100 ETF 0.3 41 6 4.8 -2.6
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.3 70 -23 7.8 +0.4
EELV Invesco S&P Emerging Markets Low Volatility ETF 0.3 29 18 9.2 +1.9
BBJP JPMorgan BetaBuilders Japan ETF 0.3 19 28 6.8 -0.6
JIRE JPMorgan International Research Enhanced Equity ETF 0.3 24 23 7.2 -0.2
ACWV iShares MSCI Global Min Vol Factor ETF 0.3 20 27 6.2 -1.2
BEDZ AdvisorShares Hotel ETF 0.3 100 -53 6.6 -0.8
BUYZ Franklin Disruptive Commerce ETF 0.3 50 -3 2.2 -5.2
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.3 46 1 6.7 -0.7
SCHG Schwab U.S. Large-Cap Growth ETF 0.3 4 43 4.0 -3.4
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.3 29 18 7.7 +0.4
STXI Strive International Developed Markets ETF 0.3 29 18 6.7 -0.7
FLAX Franklin FTSE Asia Ex Japan ETF 0.3 19 28 9.4 +2.1
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.2 59 -12 9.0 +1.6
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.2 70 -23 9.5 +2.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.2 19 28 6.3 -1.0
IWO iShares Russell 2000 Growth ETF 0.2 24 23 1.3 -6.1
VTWG Vanguard Russell 2000 Growth ETF 0.2 10 37 1.4 -5.9
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.2 25 22 7.0 -0.4
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 0.2 88 -41 8.9 +1.6
AFK VanEck Africa Index ETF 0.2 98 -51 12.0 +4.7
ANEW ProShares MSCI Transformational Changes ETF 0.2 45 2 6.1 -1.3
IMFL Invesco International Developed Dynamic Multifactor ETF 0.2 34 13 6.1 -1.3
EWX SPDR S&P Emerging Markets Small Cap ETF 0.2 65 -18 7.8 +0.4
EWJ iShares MSCI Japan ETF 0.2 50 -3 6.2 -1.2
IMTM iShares MSCI Intl Momentum Factor ETF 0.2 30 17 5.5 -1.9
LQPE PEO AlphaQuest Thematic PE ETF 0.2 125 -78 5.3 -2.1
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 0.2 44 3 10.7 +3.3
FELG Fidelity Enhanced Large Cap Growth ETF 0.2 18 29 4.6 -2.7
IUS Invesco RAFI Strategic US ETF 0.2 19 28 6.9 -0.5
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.2 38 9 9.7 +2.4
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 0.2 80 -33 13.8 +6.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.2 35 12 4.0 -3.3
BBEU JPMorgan BetaBuilders Europe ETF 0.2 9 38 7.2 -0.1
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.2 35 12 9.3 +2.0
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.2 47 0 6.2 -1.1
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.1 35 12 10.0 +2.6
VUSE Vident U.S. Equity Strategy ETF 0.1 50 -3 4.5 -2.8
XCEM Columbia EM Core ex-China ETF 0.1 16 31 8.4 +1.1
IEDI iShares U.S. Consumer Focused ETF 0.1 18 29 5.3 -2.1
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 22 9.6 +2.2
RNEM First Trust Emerging Markets Equity Select ETF 0.1 75 -28 7.7 +0.3
XCNY SPDR S&P Emerging Markets ex-China ETF 0.1 15 32 7.8 +0.5
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.1 36 11 10.4 +3.1
EWN iShares MSCI Netherlands ETF 0.1 50 -3 5.6 -1.8
PXH Invesco FTSE RAFI Emerging Markets ETF 0.1 49 -2 15.9 +8.6
VWO Vanguard FTSE Emerging Markets ETF 0.1 7 40 10.3 +3.0
DOL WisdomTree International LargeCap Dividend Fund 0.1 48 -1 7.2 -0.2
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 38 10.6 +3.3
EBI Longview Advantage ETF 0.1 35 12 6.5 -0.9
SCHE Schwab Emerging Markets Equity ETF 0.1 11 36 11.1 +3.7
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.1 30 17 13.0 +5.7
EMXC iShares MSCI Emerging Markets ex China ETF 0.1 25 22 7.8 +0.5
PKW Invesco Buyback Achievers ETF 0.1 62 -15 7.1 -0.3
XC WisdomTree Emerging Markets Ex-China Fund 0.1 32 15 6.3 -1.1
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 40 10.7 +3.3
EIRL iShares MSCI Ireland ETF 0.0 50 -3 8.6 +1.2
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.0 30 17 10.6 +3.2
BKEM BNY Mellon Emerging Markets Equity ETF 0.0 11 36 10.2 +2.8
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 -19 9.7 +2.4
EEM iShares MSCI Emerging Markets ETF 0.0 69 -22 10.5 +3.1
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.0 36 11 10.0 +2.6
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.0 32 15 9.3 +2.0
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.0 50 -3 11.1 +3.7
GVLU Gotham 1000 Value ETF 0.0 50 -3 8.9 +1.5
SPMV Invesco S&P 500 Minimum Variance ETF 0.0 10 37 5.4 -2.0
AVUQ Avantis U.S. Quality ETF 0.0 15 32 4.4 -3.0

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 1.6 x
Less: Expense ratio 47 bp
Equals: ALTAR Score 7.4 %
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.