Vert Global Sustainable Real Estate ETF
ALTAR
Score™		 7.2% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 13.2x P/Sales
ratio		 7.3x
P/BV
ratio		 1.7x 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) $415
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) $33,376
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
DIGITAL REALTY TRUST INC 5.3 %
AMERICAN TOWER CORP-CL A 5.0 %
EQUINIX INC 5.0 %
WELLTOWER, INC. 4.9 %
SIMON PROPERTY GROUP INC 4.9 %
PROLOGIS INC 4.6 %
GOODMAN GROUP 4.3 %
EXTRA SPACE STORAGE INC 3.5 %
AVALONBAY COMMUNITIES INC 3.2 %
IRON MOUNTAIN INC 3.1 %
Total 43.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 67.6 %
AUSTRALIA 9.5 %
JAPAN 6.7 %
BRITAIN 4.9 %
SINGAPORE 2.6 %
FRANCE 2.1 %
BELGIUM 1.4 %
NETHERLANDS 1.3 %
CANADA 0.8 %
SPAIN 0.7 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
0.6% 11.7% -- -- 8.4%

Market Correlations
versus... Beta R-squared
S&P500 0.83 41%
MSCI EAFE 0.89 51%
MSCI Emg. Mkts. 0.97 37%

Technical Indicators
Recent close $10.39
30d moving avg. $9.93
Annualized volatility 14.9%
Short interest (ETF) 0.1%
Relative strength (RSI) 54

Liquidity measures
Avg. volume (thou.) 176
Turnover 0.4%
Bid/Ask (% of price) 0.00%
ADV underlying (mns) $3,821

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 701 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™: 7.2%


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 62.7 14 33 7.5 +0.3
DFGR Dimensional Global Real Estate ETF 62.4 22 25 7.4 +0.2
AVRE Avantis Real Estate ETF 61.9 17 30 7.1 -0.1
RWO SPDR Dow Jones Global Real Estate ETF 58.4 50 -3 7.0 -0.2
ICF iShares Cohen & Steers REIT ETF 56.7 33 14 7.7 +0.5
RWR SPDR Dow Jones REIT ETF 56.6 25 22 7.4 +0.2
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 56.1 11 36 7.8 +0.6
ERET iShares Environmentally Aware Real Estate ETF 56.1 30 17 7.5 +0.3
DFAR Dimensional US Real Estate ETF 55.3 19 28 7.8 +0.6
USRT iShares Core U.S. REIT ETF 54.7 8 39 7.6 +0.4
FRI First Trust S&P REIT Index Fund 54.3 50 -3 7.3 +0.1
XLRE Real Estate Select Sector SPDR Fund 54.1 8 39 7.4 +0.2
SCHH Schwab U.S. REIT ETF 53.8 7 40 7.9 +0.7
IYR iShares U.S. Real Estate ETF 52.0 40 7 7.3 +0.1
FREL Fidelity MSCI Real Estate Index ETF 51.7 8 39 7.5 +0.3
VNQ Vanguard Real Estate ETF 50.8 12 35 7.4 +0.2
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 49.1 40 7 7.5 +0.3
PPTY US Diversified Real Estate ETF 43.5 53 -6 7.6 +0.4
PSR Invesco Active U.S. Real Estate Fund 42.0 35 12 7.2 +0.0
GQRE FlexShares Global Quality Real Estate Index Fund 41.8 45 2 7.8 +0.6
JPRE JPMorgan Realty Income ETF 41.0 50 -3 7.4 +0.2
FPRO Fidelity Real Estate Investment ETF 37.4 59 -12 6.3 -0.9
RITA ETFB Green SRI REITs ETF 34.5 50 -3 6.2 -1.0
JRE Janus Henderson U.S. Real Estate ETF 30.8 65 -18 7.5 +0.3
IFGL iShares International Developed Real Estate ETF 30.0 48 -1 7.3 +0.1
VNQI Vanguard Global ex-U.S. Real Estate ETF 29.7 12 35 8.3 +1.1
IQRA IQ CBRE Real Assets ETF 29.0 65 -18 5.7 -1.5
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 28.9 10 37 8.4 +1.2
SPRE SP Funds S&P Global REIT Sharia ETF 28.8 55 -8 6.0 -1.2
IVRA Invesco Real Assets ESG ETF 27.7 59 -12 5.9 -1.3
BYRE Principal Real Estate Active Opportunities ETF 27.2 65 -18 6.2 -1.0
REZ iShares Residential and Multisector Real Estate ETF 27.0 48 -1 6.2 -1.0
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 25.9 60 -13 5.9 -1.3
RWX SPDR Dow Jones International Real Estate ETF 22.5 59 -12 7.1 -0.1
BLLD JPMorgan Sustainable Infrastructure ETF 22.1 49 -2 6.2 -1.1
REAI Intelligent Real Estate ETF 21.5 59 -12 13.0 +5.8
HAUS Residential REIT ETF 20.9 60 -13 5.2 -2.0
IRET iREIT - MarketVector Quality REIT Index ETF 18.9 60 -13 7.5 +0.3
SRVR Pacer Data & Infrastructure Real Estate ETF 18.4 55 -8 3.8 -3.4
NURE Nuveen Short-Term REIT ETF 17.9 35 12 7.6 +0.4
SPYD SPDR Portfolio S&P 500 High Dividend ETF 15.8 7 40 9.9 +2.7
DTCR Global X Data Center & Digital Infrastructure ETF 15.3 50 -3 4.6 -2.6
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 15.3 41 6 5.3 -1.9
DESK VanEck Office and Commercial REIT ETF 14.9 50 -3 12.7 +5.5
HOMZ Hoya Capital Housing ETF 14.9 30 17 8.8 +1.6
INDS Pacer Industrial Real Estate ETF 12.8 55 -8 6.7 -0.5
ERTH Invesco MSCI Sustainable Future ETF 12.5 62 -15 3.5 -3.7
BIBL Inspire 100 ETF 12.3 35 12 5.3 -1.9
RDOG ALPS REIT Dividend Dogs ETF 11.0 35 12 9.1 +1.9
CZA Invesco Zacks Mid-Cap ETF 10.7 72 -25 6.5 -0.7
BLDG Cambria Global Real Estate ETF 9.7 60 -13 12.2 +5.0
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 9.1 30 17 8.9 +1.7
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 9.0 60 -13 6.9 -0.3
MBCC Monarch Blue Chips Core ETF 8.3 125 -78 4.1 -3.1
VRAI Virtus Real Asset Income ETF 8.0 55 -8 10.4 +3.2
ICAP InfraCap Equity Income Fund ETF 8.0 171 -124 7.0 -0.2
ULVM VictoryShares US Value Momentum ETF 7.9 20 27 7.4 +0.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 7.3 10 37 4.5 -2.7
NZUS SPDR MSCI USA Climate Paris Aligned ETF 7.2 10 37 4.5 -2.7
SDG iShares MSCI Global Sustainable Development Goals ETF 7.2 49 -2 6.3 -0.9
NUDV Nuveen ESG Dividend ETF 7.1 26 21 7.5 +0.3
FCLD Fidelity Cloud Computing ETF 6.9 39 8 3.1 -4.1
NUMV Nuveen ESG Mid-Cap Value ETF 6.9 31 16 7.1 -0.2
DIVG Invesco S&P 500 High Dividend Growers ETF 6.9 39 8 8.6 +1.4
SPDV AAM S&P 500 High Dividend Value ETF 6.7 29 18 10.9 +3.7
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 6.6 60 -13 4.6 -2.6
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 6.4 27 20 7.0 -0.2
DEW WisdomTree Global High Dividend Fund 6.2 58 -11 8.8 +1.6
ABLD Abacus FCF Real Assets Leaders ETF 6.1 69 -22 6.7 -0.5
EWA iShares MSCI Australia ETF 6.1 50 -3 6.0 -1.3
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 6.1 60 -13 9.4 +2.2
TMFG Motley Fool Global Opportunities ETF 5.9 85 -38 3.8 -3.4
RIET Hoya Capital High Dividend Yield ETF 5.8 50 -3 45.2 +38.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.7 20 27 6.6 -0.6
FLAU Franklin FTSE Australia ETF 5.7 9 38 6.3 -0.9
AGNG Global X Aging Population ETF 5.6 50 -3 5.0 -2.2
FMET Fidelity Metaverse ETF 5.5 39 8 5.2 -2.0
SCJ iShares MSCI Japan Small-Cap ETF 5.3 50 -3 7.3 +0.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 5.3 15 32 6.1 -1.1
CVY Invesco Zacks Multi-Asset Income ETF 5.3 106 -59 12.3 +5.1
NIXT Research Affiliates Deletions ETF 5.2 9 38 5.8 -1.4
IDLV Invesco S&P International Developed Low Volatility ETF 5.2 25 22 6.6 -0.6
VOE Vanguard Mid-Cap Value ETF 5.1 7 40 7.8 +0.6
KNCT Invesco Next Gen Connectivity ETF 5.1 40 7 5.2 -2.0
IGPT Invesco AI and Next Gen Software ETF 5.0 60 -13 4.8 -2.4
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 5.0 46 1 5.5 -1.7
FDCF Fidelity Disruptive Communications ETF 5.0 50 -3 3.3 -3.9
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 5.0 19 28 6.2 -1.0
BWEB Bitwise Web3 ETF 5.0 85 -38 0.2 -7.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5.0 24 23 8.2 +1.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 4.9 12 35 5.3 -1.9
TBG TBG Dividend Focus ETF 4.8 59 -12 8.0 +0.8
EPP iShares MSCI Pacific ex-Japan ETF 4.8 47 0 5.5 -1.7
IWS iShares Russell Mid-Cap Value ETF 4.8 23 24 6.9 -0.3
MILN Global X Millennial Consumer ETF 4.8 50 -3 3.7 -3.5
PFI Invesco Dorsey Wright Financial Momentum ETF 4.7 60 -13 6.4 -0.8
PY Principal Value ETF 4.7 15 32 7.4 +0.2
IMCV iShares Morningstar Mid-Cap Value ETF 4.7 6 41 8.4 +1.2
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 4.6 12 35 5.6 -1.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.6 18 29 7.8 +0.6
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 4.5 25 22 5.2 -2.0
PTL Inspire 500 ETF 4.5 9 38 5.5 -1.7
ALTL Pacer Lunt Large Cap Alternator ETF 4.5 60 -13 5.0 -2.2
SPLV Invesco S&P 500 Low Volatility ETF 4.5 25 22 5.2 -2.0
SCZ iShares MSCI EAFE Small-Cap ETF 4.4 40 7 7.4 +0.2
ONEY SPDR Russell 1000 Yield Focus ETF 4.4 20 27 9.8 +2.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 4.3 60 -13 7.3 +0.1
JPIN J.P. Morgan Diversified Return International Equity ETF 4.3 37 10 8.8 +1.6
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 4.2 65 -18 -1.5 -8.7
BLES Inspire Global Hope ETF 4.1 61 -14 6.9 -0.3
SWP SWP Growth & Income ETF 4.1 99 -52 4.5 -2.7
EQAL Invesco Russell 1000 Equal Weight ETF 4.1 20 27 7.1 -0.2
RSP Invesco S&P 500 Equal Weight ETF 4.1 20 27 6.5 -0.7
VO Vanguard Mid-Cap ETF 4.1 4 43 5.9 -1.3
FLDZ RiverNorth Patriot ETF 4.1 75 -28 5.8 -1.4
FDVV Fidelity High Dividend ETF 4.0 15 32 8.1 +0.9
POWA Invesco Bloomberg Pricing Power ETF 4.0 40 7 5.6 -1.6
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 4.0 12 35 6.3 -1.0
WCEO Hypatia Women CEO ETF 4.0 85 -38 4.8 -2.4
RCGE RockCreek Global Equality ETF 3.9 95 -48 6.4 -0.8
DON WisdomTree U.S. MidCap Dividend Fund 3.9 38 9 8.9 +1.7
BEEZ Honeytree U.S. Equity ETF 3.9 64 -17 3.6 -3.6
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.9 39 8 10.8 +3.6
DWX SPDR S&P International Dividend ETF 3.9 45 2 6.2 -1.0
SNPV Xtrackers S&P 500 Value ESG ETF 3.8 15 32 7.0 -0.2
DIM WisdomTree International MidCap Dividend Fund 3.8 58 -11 7.8 +0.6
TXS Texas Capital Texas Equity Index ETF 3.8 49 -2 5.8 -1.4
JAVA JPMorgan Active Value ETF 3.8 44 3 6.6 -0.6
IWR iShares Russell Midcap ETF 3.8 19 28 5.9 -1.3
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 3.8 58 -11 8.7 +1.5
EUSA iShares MSCI USA Equal Weighted ETF 3.7 9 38 6.2 -1.0
DIVL Madison Dividend Value ETF 3.7 65 -18 5.8 -1.4
FMDE Fidelity Enhanced Mid Cap ETF 3.7 23 24 5.9 -1.3
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.7 29 18 6.1 -1.1
IEUS iShares MSCI Europe Small-Cap ETF 3.7 42 5 7.4 +0.2
YLDE ClearBridge Dividend Strategy ESG ETF 3.7 60 -13 5.9 -1.3
DLN WisdomTree U.S. LargeCap Dividend Fund 3.7 28 19 6.2 -1.1
NXTG First Trust Indxx NextG ETF 3.6 70 -23 5.6 -1.6
SIZE iShares MSCI USA Size Factor ETF 3.6 15 32 5.9 -1.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.6 15 32 7.5 +0.3
DEMZ Democratic Large Cap Core ETF 3.5 45 2 4.6 -2.6
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 3.5 49 -2 7.4 +0.2
IMCB iShares Morningstar Mid-Cap ETF 3.5 4 43 6.1 -1.1
CLOU Global X Cloud Computing ETF 3.5 68 -21 1.9 -5.3
NULV Nuveen ESG Large-Cap Value ETF 3.5 26 21 6.4 -0.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.5 65 -18 3.4 -3.8
USXF iShares ESG Advanced MSCI USA ETF 3.4 10 37 4.8 -2.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 3.4 10 37 5.4 -1.8
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 -1.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.3 4 43 6.3 -0.9
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.3 55 -8 4.3 -3.0
QDF FlexShares Quality Dividend Index Fund 3.2 37 10 6.5 -0.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.2 9 38 6.2 -1.0
ISCF iShares International SmallCap Equity Factor ETF 3.2 23 24 8.7 +1.5
DTD WisdomTree U.S. Total Dividend Fund 3.2 28 19 6.5 -0.7
SIXG Defiance Connective Technologies ETF 3.1 30 17 4.2 -3.0
EVUS iShares ESG Aware MSCI USA Value ETF 3.1 18 29 6.9 -0.3
STXM Strive Mid-Cap ETF 3.1 18 29 6.5 -0.7
SCHM Schwab U.S. Mid-Cap ETF 3.1 4 43 6.9 -0.3
RBLD First Trust Alerian US NextGen Infrastructure ETF 3.0 65 -18 5.1 -2.1
VBR Vanguard Small Cap Value ETF 3.0 7 40 9.4 +2.2
DVND Touchstone Dividend Select ETF 3.0 67 -20 6.0 -1.2
IDAT iShares Future Cloud 5G and Tech ETF 3.0 47 0 5.0 -2.2
DHS WisdomTree U.S. High Dividend Fund 2.9 38 9 8.3 +1.1
SCHV Schwab U.S. Large-Cap Value ETF 2.9 4 43 6.9 -0.3
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.9 18 29 5.6 -1.6
HAPY Harbor Human Capital Factor Unconstrained ETF 2.9 50 -3 5.7 -1.5
VEGN US Vegan Climate ETF 2.8 60 -13 4.6 -2.6
GVUS Marketbeta Russell 1000 Value Equity ETF 2.8 12 35 6.7 -0.5
XMLV Invesco S&P MidCap Low Volatility ETF 2.8 25 22 7.8 +0.6
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.8 15 32 8.2 +1.0
VOT Vanguard Mid-Cap Growth ETF 2.8 7 40 3.6 -3.6
EWUS iShares MSCI United Kingdom Small Cap ETF 2.8 59 -12 7.4 +0.2
VONV Vanguard Russell 1000 Value ETF 2.8 8 39 6.7 -0.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.8 9 38 5.0 -2.3
IWD iShares Russell 1000 Value ETF 2.8 19 28 6.6 -0.6
JHMM John Hancock Multifactor Mid Cap ETF 2.7 42 5 6.5 -0.7
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 2.7 80 -33 5.5 -1.7
BEEX BeeHive ETF 2.7 84 -37 4.7 -2.5
SCHC Schwab International Small-Cap Equity ETF 2.7 11 36 7.1 -0.1
FNDC Schwab Fundamental International Small Co. Index ETF 2.7 39 8 6.2 -1.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.7 80 -33 8.1 +0.9
QDEF FlexShares Quality Dividend Defensive Index Fund 2.6 37 10 6.2 -1.0
FNDA Schwab Fundamental US Small Co. Index ETF 2.6 25 22 8.2 +1.0
PSCF Invesco S&P SmallCap Financials ETF 2.6 29 18 9.7 +2.5
IJJ iShares S&P Mid-Cap 400 Value ETF 2.6 18 29 9.2 +2.0
INRO iShares U.S. Industry Rotation Active ETF 2.6 42 5 4.9 -2.3
FSMD Fidelity Small-Mid Multifactor ETF 2.5 15 32 7.3 +0.1
MDYV SPDR S&P 400 Mid Cap Value ETF 2.5 15 32 9.2 +2.0
DSI iShares MSCI KLD 400 Social ETF 2.5 25 22 5.1 -2.1
FTC First Trust Large Cap Growth AlphaDEX Fund 2.5 59 -12 2.9 -4.3
VB Vanguard Small-Cap ETF 2.5 5 42 6.3 -0.9
GLBL Pacer MSCI World Industry Advantage ETF 2.5 65 -18 4.5 -2.7
RFFC ALPS Active Equity Opportunity ETF 2.5 48 -1 4.7 -2.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.5 15 32 9.2 +2.0
IPAC iShares Core MSCI Pacific ETF 2.5 9 38 7.0 -0.2
AFLG First Trust Active Factor Large Cap ETF 2.5 55 -8 6.2 -1.0
GURU Global X Guru Index ETF 2.5 75 -28 4.1 -3.1
RJMG FT Raymond James Multicap Growth Equity ETF 2.4 85 -38 2.3 -5.0
STXV Strive 1000 Value ETF 2.4 18 29 8.3 +1.1
FCPI Fidelity Stocks for Inflation ETF 2.4 15 32 7.6 +0.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.4 60 -13 10.1 +2.9
IMCG iShares Morningstar Mid-Cap Growth ETF 2.4 6 41 4.1 -3.1
CGDG Capital Group Dividend Growers ETF 2.4 47 0 6.3 -0.9
SSPY Syntax Stratified LargeCap ETF 2.4 30 17 6.7 -0.5
SFYX SoFi Next 500 ETF 2.4 0 47 5.9 -1.4
KLMN Invesco MSCI North America Climate ETF 2.4 9 38 5.2 -2.0
SHUS Syntax Stratified U.S. Total Market Hedged ETF 2.4 65 -18 6.4 -0.8
WDIV SPDR S&P Global Dividend ETF 2.3 40 7 9.7 +2.5
SDY SPDR S&P Dividend ETF 2.3 35 12 6.5 -0.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.3 35 12 6.0 -1.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.3 30 17 8.2 +1.0
IUSV iShares Core S&P US Value ETF 2.3 4 43 6.7 -0.5
FELV Fidelity Enhanced Large Cap Value ETF 2.3 18 29 6.9 -0.3
VOOV Vanguard S&P 500 Value ETF 2.3 10 37 6.5 -0.7
IVE iShares S&P 500 Value ETF 2.3 18 29 6.4 -0.8
SPYV SPDR Portfolio S&P 500 Value ETF 2.3 4 43 6.5 -0.7
SPXT ProShares S&P 500 Ex-Technology ETF 2.2 9 38 5.7 -1.5
SRET Global X SuperDividend REIT ETF 2.2 59 -12 12.4 +5.2
DTH WisdomTree International High Dividend Fund 2.2 58 -11 9.1 +1.9
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.2 19 28 5.3 -1.9
XDAT Franklin Exponential Data ETF 2.2 50 -3 2.0 -5.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.2 15 32 8.1 +0.9
VPL Vanguard FTSE Pacific ETF 2.2 8 39 7.5 +0.3
ISCV iShares Morningstar Small Cap Value ETF 2.1 6 41 9.7 +2.5
ILCV iShares Morningstar Value ETF 2.1 4 43 6.8 -0.4
DIVB iShares Core Dividend ETF 2.1 5 42 7.9 +0.7
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.1 15 32 5.1 -2.1
KLMT Invesco MSCI Global Climate 500 ETF 2.1 10 37 6.0 -1.2
XMAG Defiance Large Cap ex-Mag 7 ETF 2.1 35 12 5.3 -1.9
NULC Nuveen ESG Large-Cap ETF 2.1 21 26 4.9 -2.3
FDMO Fidelity Momentum Factor ETF 2.1 15 32 3.9 -3.3
STXD Strive 1000 Dividend Growth ETF 2.0 35 12 5.0 -2.2
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 22 6.2 -1.0
IWN iShares Russell 2000 Value ETF 2.0 24 23 8.1 +0.9
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.0 40 7 3.8 -3.4
VTWV Vanguard Russell 2000 Value ETF 2.0 15 32 8.1 +0.9
JHDV John Hancock U.S. High Dividend ETF 2.0 34 13 6.9 -0.3
XJH iShares ESG Screened S&P Mid-Cap ETF 2.0 12 35 7.3 +0.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.0 29 18 8.9 +1.7
STXK Strive Small-Cap ETF 2.0 18 29 6.4 -0.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.0 24 23 8.0 +0.8
VTV Vanguard Value ETF 2.0 4 43 7.1 -0.1
XJR iShares ESG Screened S&P Small-Cap ETF 2.0 12 35 7.6 +0.4
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 1.9 7 40 7.1 -0.1
SNPE Xtrackers S&P 500 ESG ETF 1.9 10 37 5.3 -1.9
GWX SPDR S&P International Small Cap ETF 1.9 40 7 6.7 -0.5
INTF iShares International Equity Factor ETF 1.9 15 32 7.9 +0.7
HAPI Harbor Human Capital Factor US Large Cap ETF 1.9 36 11 5.0 -2.2
MTUM iShares MSCI USA Momentum Factor ETF 1.9 15 32 3.6 -3.6
CHGX AXS Change Finance ESG ETF 1.9 49 -2 4.9 -2.3
SUSL iShares ESG MSCI USA Leaders ETF 1.9 10 37 5.1 -2.1
DSPY Tema S&P 500 Historical Weight ETF 1.9 18 29 5.3 -1.9
ESGV Vanguard ESG U.S. Stock ETF 1.9 9 38 4.9 -2.3
JEPI JPMorgan Equity Premium Income ETF 1.9 35 12 5.7 -1.6
PRF Invesco FTSE RAFI US 1000 ETF 1.9 39 8 7.1 -0.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.9 64 -17 2.3 -4.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.9 10 37 5.1 -2.1
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.9 70 -23 4.6 -2.6
SMMD iShares Russell 2500 ETF 1.9 15 32 6.6 -0.6
LRGC AB US Large Cap Strategic Equities ETF 1.8 48 -1 4.8 -2.4
UDI USCF Dividend Income Fund 1.8 65 -18 8.4 +1.2
SMLF iShares U.S. SmallCap Equity Factor ETF 1.8 15 32 6.5 -0.7
MDY SPDR S&P Midcap 400 ETF Trust 1.8 24 23 7.4 +0.2
IJH iShares Core S&P Mid-Cap ETF 1.8 5 42 7.6 +0.4
JMOM JPMorgan U.S. Momentum Factor ETF 1.8 12 35 4.6 -2.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.8 20 27 5.3 -1.9
NUMG Nuveen ESG Mid-Cap Growth ETF 1.8 31 16 2.5 -4.7
SHE SPDR MSCI USA Gender Diversity ETF 1.8 20 27 5.1 -2.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.8 8 39 5.2 -2.0
ADIV SmartETFs Asia Pacific Dividend Builder ETF 1.8 78 -31 9.9 +2.7
EWS iShares MSCI Singapore ETF 1.8 50 -3 5.2 -2.0
VBK Vanguard Small-Cap Growth ETF 1.8 7 40 1.9 -5.3
IETC iShares U.S. Tech Independence Focused ETF 1.8 18 29 3.9 -3.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.8 12 35 4.7 -2.5
ESIX SPDR S&P SmallCap 600 ESG ETF 1.8 12 35 8.6 +1.4
IJR iShares Core S&P Small Cap ETF 1.8 6 41 8.0 +0.8
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.8 3 44 7.6 +0.4
SUSA iShares MSCI USA ESG Select ETF 1.8 25 22 4.9 -2.3
LRGE ClearBridge Large Cap Growth ESG ETF 1.8 59 -12 3.9 -3.3
IVOO Vanguard S&P Mid-Cap 400 ETF 1.8 10 37 7.6 +0.4
FEP First Trust Europe AlphaDEX Fund 1.8 80 -33 9.6 +2.4
SPXV ProShares S&P 500 Ex-Health Care ETF 1.8 9 38 4.9 -2.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.7 7 40 5.2 -2.0
ADME Aptus Drawdown Managed Equity ETF 1.7 79 -32 4.2 -3.0
ISMD Inspire Small/Mid Cap ETF 1.7 54 -7 6.1 -1.1
YOKE Yoke Core ETF 1.7 42 5 4.4 -2.8
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.7 55 -8 10.6 +3.4
WOMN Impact Shares YWCA Women's Empowerment ETF 1.7 75 -28 5.3 -1.9
XVV iShares ESG Screened S&P 500 ETF 1.7 8 39 5.1 -2.2
CVAR Cultivar ETF 1.7 87 -40 7.2 +0.0
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.7 25 22 5.3 -1.9
XSLV Invesco S&P SmallCap Low Volatility ETF 1.7 25 22 7.8 +0.6
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.7 9 38 4.7 -2.5
IJS iShares S&P Small-Cap 600 Value ETF 1.7 18 29 10.5 +3.3
ZECP Zacks Earnings Consistent Portfolio ETF 1.7 55 -8 5.0 -2.2
MBOX Freedom Day Dividend ETF 1.7 39 8 7.6 +0.4
IWX iShares Russell Top 200 Value ETF 1.7 20 27 6.4 -0.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.7 14 33 5.1 -2.1
FEX First Trust Large Cap Core AlphaDEX Fund 1.7 59 -12 6.2 -1.0
DMXF iShares ESG Advanced MSCI EAFE ETF 1.7 12 35 5.5 -1.7
VIOO Vanguard S&P Small-Cap 600 ETF 1.7 10 37 8.0 +0.8
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.7 3 44 8.1 +0.9
QLC FlexShares US Quality Large Cap Index Fund 1.7 25 22 5.7 -1.5
VLUE iShares MSCI USA Value Factor ETF 1.7 15 32 10.2 +3.0
BDIV AAM Brentview Dividend Growth ETF 1.7 49 -2 4.7 -2.5
ESGU iShares ESG Aware MSCI USA ETF 1.7 15 32 5.0 -2.2
JOET Virtus Terranova US Quality Momentum ETF 1.7 29 18 4.8 -2.4
SCHA Schwab U.S. Small-Cap ETF 1.6 4 43 6.5 -0.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.6 17 30 6.1 -1.1
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.6 60 -13 10.1 +2.9
SLYV SPDR S&P 600 Small Cap Value ETF 1.6 15 32 10.5 +3.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.6 39 8 6.1 -1.1
FLV American Century Focused Large Cap Value ETF 1.6 42 5 6.8 -0.4
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.6 15 32 10.5 +3.3
REVS Columbia Research Enhanced Value ETF 1.6 19 28 7.9 +0.7
ISCB iShares Morningstar Small-Cap ETF 1.6 4 43 6.3 -0.9
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.6 20 27 7.6 +0.4
ETHO Etho Climate Leadership U.S. ETF 1.6 47 0 5.6 -1.6
LRGF iShares U.S. Equity Factor ETF 1.6 8 39 5.7 -1.5
CATH Global X S&P 500 Catholic Values Custom ETF 1.6 29 18 4.9 -2.3
JHML John Hancock Multifactor Large Cap ETF 1.6 29 18 5.5 -1.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.6 20 27 4.9 -2.3
SPXE ProShares S&P 500 Ex-Energy ETF 1.6 9 38 5.0 -2.2
APUE ActivePassive U.S. Equity ETF 1.6 45 2 4.9 -2.3
VOO Vanguard S&P 500 ETF 1.6 3 44 5.2 -2.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.6 11 36 5.1 -2.1
SPLG SPDR Portfolio S&P 500 ETF 1.6 2 45 5.2 -2.0
IVV iShares Core S&P 500 ETF 1.6 3 44 5.2 -2.0
SPY SPDR S&P 500 ETF Trust 1.6 9 38 5.1 -2.1
IWB iShares Russell 1000 ETF 1.6 15 32 5.1 -2.1
VONE Vanguard Russell 1000 ETF 1.6 8 39 5.2 -2.1
VTI Vanguard Total Stock Market ETF 1.5 3 44 5.1 -2.1
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.5 3 44 5.4 -1.8
FUNL CornerCap Fundametrics Large-Cap ETF 1.5 50 -3 7.5 +0.3
IWV iShares Russell 3000 ETF 1.5 20 27 5.0 -2.2
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.5 25 22 8.2 +1.0
VTHR Vanguard Russell 3000 ETF 1.5 10 37 5.1 -2.1
PBUS Invesco MSCI USA ETF 1.5 4 43 5.1 -2.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.5 2 45 5.2 -2.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.5 7 40 6.3 -0.9
FQAL Fidelity Quality Factor ETF 1.5 15 32 5.7 -1.5
IYY iShares Dow Jones U.S. ETF 1.5 20 27 5.0 -2.2
ILCB iShares Morningstar U.S. Equity ETF 1.5 3 44 5.1 -2.1
SCHB Schwab U.S. Broad Market ETF 1.5 3 44 5.2 -2.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.5 70 -23 2.9 -4.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.5 3 44 5.1 -2.1
SCHX Schwab U.S. Large-Cap ETF 1.5 3 44 5.2 -2.0
SCHK Schwab 1000 Index ETF 1.5 5 42 5.3 -2.0
HDUS Hartford Disciplined US Equity ETF 1.5 19 28 5.9 -1.3
BKSE BNY Mellon US Small Cap Core Equity ETF 1.5 4 43 6.3 -0.9
FID First Trust S&P International Dividend Aristocrats ETF 1.5 60 -13 8.5 +1.3
FPX First Trust US Equity Opportunities ETF 1.5 61 -14 1.1 -6.1
GOP Unusual Whales Subversive Republican Trading ETF 1.5 50 -3 6.1 -1.1
BKLC BNY Mellon US Large Cap Core Equity ETF 1.5 0 47 5.1 -2.1
VV Vanguard Large-Cap ETF 1.4 4 43 5.1 -2.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.4 7 40 5.1 -2.1
RFDI First Trust Riverfront Dynamic Developed International ETF 1.4 83 -36 9.8 +2.6
VLU SPDR S&P 1500 Value Tilt ETF 1.4 12 35 7.8 +0.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.4 15 32 7.5 +0.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.4 20 27 5.9 -1.3
AIEQ AI Powered Equity ETF 1.4 75 -28 5.3 -1.9
STRV Strive 500 ETF 1.4 5 42 5.0 -2.2
MAGA Point Bridge America First ETF 1.4 72 -25 6.0 -1.2
RAFE PIMCO RAFI ESG U.S. ETF 1.4 29 18 7.5 +0.3
EWK iShares MSCI Belgium ETF 1.4 50 -3 4.7 -2.6
FNX First Trust Mid Cap Core AlphaDEX Fund 1.4 60 -13 7.8 +0.6
NUSC Nuveen ESG Small-Cap ETF 1.4 31 16 5.6 -1.6
VOTE TCW Transform 500 ETF 1.4 5 42 5.1 -2.1
SFY SoFi Select 500 ETF 1.4 0 47 4.6 -2.6
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.4 50 -3 8.3 +1.1
ACVF American Conservative Values ETF 1.4 75 -28 4.5 -2.8
DEUS Xtrackers Russell US Multifactor ETF 1.4 17 30 7.0 -0.2
KOKU Xtrackers MSCI Kokusai Equity ETF 1.4 9 38 5.4 -1.8
AFMC First Trust Active Factor Mid Cap ETF 1.4 65 -18 8.7 +1.5
TOK iShares MSCI Kokusai ETF 1.4 26 21 5.3 -1.9
IJT iShares S&P Small-Cap 600 Growth ETF 1.4 18 29 5.7 -1.5
TOV JLens 500 Jewish Advocacy U.S. ETF 1.4 18 29 4.9 -2.3
FDLO Fidelity Low Volatility Factor ETF 1.4 15 32 5.5 -1.7
JPEF JPMorgan Equity Focus ETF 1.4 50 -3 4.5 -2.7
RECS Columbia Research Enhanced Core ETF 1.4 15 32 6.1 -1.1
FESM Fidelity Enhanced Small Cap ETF 1.3 28 19 8.1 +0.9
IEFA iShares Core MSCI EAFE ETF 1.3 7 40 7.3 +0.1
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.3 15 32 5.8 -1.4
PFM Invesco Dividend Achievers ETF 1.3 53 -6 5.4 -1.8
SLYG SPDR S&P 600 Small Cap Growth ETF 1.3 15 32 5.7 -1.5
QVML Invesco S&P 500 QVM Multi-factor ETF 1.3 11 36 5.3 -1.9
JHSC John Hancock Multifactor Small Cap ETF 1.3 42 5 7.0 -0.2
VT Vanguard Total World Stock ETF 1.3 7 40 6.2 -1.0
URTH iShares MSCI World ETF 1.3 24 23 5.4 -1.8
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.3 40 7 7.2 +0.0
MGK Vanguard Mega Cap Growth ETF 1.3 7 40 4.2 -3.0
EWQ iShares MSCI France ETF 1.3 53 -6 7.1 -0.1
JQUA JPMorgan U.S. Quality Factor ETF 1.3 12 35 5.9 -1.3
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 1.3 39 8 8.6 +1.4
EZM WisdomTree U.S. MidCap Fund 1.3 38 9 9.4 +2.2
SMAP Amplify Small-Mid Cap Equity ETF 1.3 60 -13 5.5 -1.7
FNDB Schwab Fundamental US Broad Market Index ETF 1.3 25 22 7.4 +0.2
RVRB Reverb ETF 1.3 30 17 4.8 -2.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.3 25 22 6.0 -1.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.3 15 32 4.8 -2.4
HLGE Hartford Longevity Economy ETF 1.3 44 3 6.4 -0.8
FEUZ First Trust Eurozone AlphaDEX ETF 1.2 80 -33 9.6 +2.4
EFV iShares MSCI EAFE Value ETF 1.2 34 13 9.4 +2.2
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.2 80 -33 7.0 -0.2
IQSI IQ Candriam International Equity ETF 1.2 15 32 6.7 -0.5
EUDV ProShares MSCI Europe Dividend Growers ETF 1.2 55 -8 5.8 -1.4
ONEO SPDR Russell 1000 Momentum Focus ETF 1.2 20 27 7.1 -0.2
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.2 50 -3 5.9 -1.3
HLAL Wahed FTSE USA Shariah ETF 1.2 50 -3 5.0 -2.2
IDEV iShares Core MSCI International Developed Markets ETF 1.2 4 43 7.3 +0.1
FDWM Fidelity Women's Leadership ETF 1.2 59 -12 5.2 -2.0
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.2 12 35 7.5 +0.3
RSSL Global X Russell 2000 ETF 1.2 8 39 4.7 -2.5
VEA Vanguard FTSE Developed Markets ETF 1.2 5 42 7.5 +0.3
FLJP Franklin FTSE Japan ETF 1.2 9 38 7.0 -0.2
PDP Invesco Dorsey Wright Momentum ETF 1.2 62 -15 3.7 -3.5
STXG Strive 1000 Growth ETF 1.2 18 29 4.0 -3.2
ACWI iShares MSCI ACWI ETF 1.2 32 15 5.8 -1.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.2 29 18 6.6 -0.6
VXF Vanguard Extended Market ETF 1.2 6 41 5.0 -2.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.2 32 15 5.1 -2.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.2 45 2 4.7 -2.5
HFXI IQ FTSE International Equity Currency Neutral ETF 1.2 20 27 7.3 +0.1
FLJH Franklin FTSE Japan Hedged ETF 1.2 9 38 6.8 -0.4
FDRR Fidelity Dividend ETF for Rising Rates 1.2 15 32 7.6 +0.4
FNDX Schwab Fundamental US Large Co. Index ETF 1.1 25 22 7.4 +0.2
VSGX Vanguard ESG International Stock ETF 1.1 12 35 8.0 +0.8
DGT SPDR Global Dow ETF 1.1 50 -3 7.5 +0.3
SPGP Invesco S&P 500 GARP ETF 1.1 34 13 9.5 +2.3
YALL God Bless America ETF 1.1 65 -18 3.7 -3.5
TMAT Main Thematic Innovation ETF 1.1 164 -117 -1.5 -8.7
SIXL ETC 6 Meridian Low Beta Equity ETF 1.1 80 -33 6.1 -1.1
GSPY Gotham Enhanced 500 ETF 1.1 50 -3 5.5 -1.7
ISCG iShares Morningstar Small-Cap Growth ETF 1.1 6 41 2.9 -4.3
XMMO Invesco S&P MidCap Momentum ETF 1.1 34 13 5.5 -1.7
VUG Vanguard Growth ETF 1.1 4 43 4.1 -3.1
FVAL Fidelity Value Factor ETF 1.1 15 32 7.2 -0.0
DES WisdomTree U.S. SmallCap Dividend Fund 1.1 38 9 9.6 +2.4
DLS WisdomTree International SmallCap Dividend Fund 1.1 58 -11 8.7 +1.5
IJK iShares S&P Mid-Cap 400 Growth ETF 1.1 17 30 6.0 -1.2
VWID Virtus WMC International Dividend ETF 1.1 49 -2 8.9 +1.7
ESGG FlexShares STOXX Global ESG Select Index Fund 1.1 42 5 5.6 -1.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.1 15 32 6.0 -1.2
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 1.1 40 7 7.7 +0.5
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.1 49 -2 9.7 +2.5
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.0 35 12 7.1 -0.1
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.0 15 32 6.0 -1.2
FAB First Trust Multi Cap Value AlphaDEX Fund 1.0 67 -20 10.5 +3.3
FLQL Franklin LibertyQ U.S. Equity ETF 1.0 15 32 5.6 -1.6
CGUS Capital Group Core Equity ETF 1.0 33 14 4.6 -2.6
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.0 60 -13 5.9 -1.3
SPDW SPDR Portfolio Developed World ex-US ETF 1.0 3 44 7.4 +0.2
MDLV Morgan Dempsey Large Cap Value ETF 1.0 58 -11 7.6 +0.4
IWM iShares Russell 2000 ETF 1.0 19 28 4.7 -2.5
SPMO Invesco S&P 500 Momentum ETF 1.0 13 34 3.8 -3.4
PPIE Putnam PanAgora ESG International Equity ETF 1.0 49 -2 7.6 +0.4
VTWO Vanguard Russell 2000 ETF 1.0 10 37 4.7 -2.5
DWM WisdomTree International Equity Fund 1.0 48 -1 7.7 +0.5
FFND Future Fund Active ETF 1.0 100 -53 4.6 -2.7
FEGE First Eagle Global Equity ETF 1.0 79 -32 7.2 -0.0
FDEV Fidelity International Multifactor ETF 1.0 18 29 7.7 +0.5
ASEA Global X FTSE Southeast Asia ETF 1.0 65 -18 6.8 -0.4
FELC Fidelity Enhanced Large Cap Core ETF 1.0 18 29 5.4 -1.8
QUAL iShares MSCI USA Quality Factor ETF 1.0 15 32 5.3 -1.9
IWP iShares Russell Mid-Cap Growth ETF 1.0 23 24 3.4 -3.8
ROE Astoria US Quality Kings ETF 1.0 49 -2 6.7 -0.5
NACP Impact Shares NAACP Minority Empowerment ETF 1.0 49 -2 5.0 -2.2
DTEC ALPS Disruptive Technologies ETF 1.0 50 -3 3.8 -3.4
FTA First Trust Large Cap Value AlphaDEX Fund 1.0 59 -12 9.3 +2.1
NETL NETLease Corporate Real Estate ETF 1.0 60 -13 8.2 +1.0
ILCG iShares Morningstar Growth ETF 1.0 4 43 3.9 -3.3
EGUS iShares ESG Aware MSCI USA Growth ETF 1.0 18 29 4.2 -3.0
SCHF Schwab International Equity ETF 1.0 6 41 7.6 +0.4
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 1.0 14 33 6.4 -0.8
TMFC Motley Fool 100 Index ETF 0.9 50 -3 3.7 -3.6
JVAL JPMorgan U.S. Value Factor ETF 0.9 12 35 8.6 +1.4
FKU First Trust United Kingdom AlphaDEX Fund 0.9 80 -33 7.6 +0.4
RPG Invesco S&P 500 Pure Growth ETF 0.9 35 12 3.3 -3.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.9 20 27 6.1 -1.1
IWL iShares Russell Top 200 ETF 0.9 15 32 4.9 -2.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.9 9 38 6.1 -1.1
VALQ American Century U.S. Quality Value ETF 0.9 29 18 7.7 +0.5
PRAY FIS Christian Stock Fund 0.9 69 -22 5.4 -1.8
INCE Franklin Income Equity Focus ETF 0.9 29 18 5.7 -1.5
DWMF WisdomTree International Multifactor Fund 0.9 38 9 7.0 -0.2
IXUS iShares Core MSCI Total International Stock ETF 0.9 7 40 8.2 +1.0
IUSG iShares Core S&P U.S. Growth ETF 0.9 4 43 4.4 -2.8
KOCG FIS Knights of Columbus Global Belief ETF 0.9 75 -28 5.1 -2.1
MGC Vanguard Mega Cap ETF 0.9 7 40 4.9 -2.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.9 9 38 5.4 -1.8
GLOF iShares Global Equity Factor ETF 0.9 20 27 6.9 -0.3
FSST Fidelity Sustainable U.S. Equity ETF 0.9 59 -12 4.6 -2.6
SPYG SPDR Portfolio S&P 500 Growth ETF 0.9 4 43 4.3 -2.9
FLGB Franklin FTSE United Kingdom ETF 0.9 9 38 8.0 +0.8
CGDV Capital Group Dividend Value ETF 0.9 33 14 4.8 -2.4
IVW iShares S&P 500 Growth ETF 0.9 18 29 4.2 -3.1
VOOG Vanguard S&P 500 Growth ETF 0.9 10 37 4.2 -3.0
VXUS Vanguard Total International Stock ETF 0.9 7 40 8.2 +1.0
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 0.9 5 42 8.1 +0.9
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.9 80 -33 10.5 +3.3
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.9 45 2 9.2 +2.0
AUSF Global X Adaptive U.S. Factor ETF 0.8 27 20 9.3 +2.1
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.8 56 -9 6.4 -0.8
FIDI Fidelity International High Dividend ETF 0.8 18 29 9.2 +2.0
JHID John Hancock International High Dividend ETF 0.8 46 1 11.0 +3.8
EFAS Global X MSCI SuperDividend EAFE ETF 0.8 57 -10 8.4 +1.2
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.8 20 27 6.5 -0.7
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.8 43 4 6.3 -0.9
XMVM Invesco S&P MidCap Value with Momentum ETF 0.8 39 8 9.8 +2.6
KBWY Invesco KBW Premium Yield Equity REIT ETF 0.8 35 12 9.5 +2.3
JGLO JPMorgan Global Select Equity ETF 0.8 33 14 5.1 -2.1
UIVM VictoryShares International Value Momentum ETF 0.8 35 12 9.6 +2.4
GSID Goldman Sachs MarketBeta International Equity ETF 0.8 20 27 7.2 -0.1
EFA iShares MSCI EAFE ETF 0.8 35 12 7.0 -0.2
LVHI Franklin International Low Volatility High Dividend Index ET 0.8 40 7 10.8 +3.6
BKCI BNY Mellon Concentrated International ETF 0.8 80 -33 5.0 -2.2
FNK First Trust Mid Cap Value AlphaDEX Fund 0.8 70 -23 11.7 +4.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.8 39 8 6.7 -0.5
TMDV ProShares Russell US Dividend Growers ETF 0.8 35 12 6.4 -0.8
MGV Vanguard Mega Cap Value ETF 0.8 7 40 6.8 -0.4
BOUT Innovator IBD Breakout Opportunities ETF 0.8 81 -34 3.1 -4.1
VEU Vanguard FTSE All-World ex-US Index Fund 0.8 8 39 8.4 +1.2
EES WisdomTree U.S. SmallCap Fund 0.8 38 9 9.3 +2.1
BKIE BNY Mellon International Equity ETF 0.8 4 43 7.3 +0.1
SPVM Invesco S&P 500 Value with Momentum ETF 0.7 39 8 8.5 +1.3
ROSC Hartford Multifactor Small Cap ETF 0.7 34 13 10.1 +2.9
ESGD iShares ESG Aware MSCI EAFE ETF 0.7 20 27 7.0 -0.2
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.7 24 23 7.7 +0.5
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.7 60 -13 2.1 -5.1
IEUR iShares Core MSCI Europe ETF 0.7 11 36 7.4 +0.2
SPHB Invesco S&P 500 High Beta ETF 0.7 25 22 4.9 -2.3
GQQQ Astoria US Quality Growth Kings ETF 0.7 35 12 4.9 -2.3
VGK Vanguard FTSE Europe ETF 0.7 11 36 7.4 +0.2
EPS WisdomTree U.S. LargeCap Fund 0.7 8 39 6.0 -1.2
GINN Goldman Sachs Innovate Equity ETF 0.7 52 -5 4.1 -3.1
OPTZ Optimize Strategy Index ETF 0.7 50 -3 5.1 -2.1
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.7 39 8 6.9 -0.3
GDIV Harbor Dividend Growth Leaders ETF 0.7 50 -3 5.3 -1.9
TMFS Motley Fool Small-Cap Growth ETF 0.7 85 -38 3.4 -3.8
FYX First Trust Small Cap Core AlphaDEX Fund 0.7 61 -14 6.6 -0.6
SPEU SPDR Portfolio Europe ETF 0.7 7 40 7.4 +0.2
WLDR Affinity World Leaders Equity ETF 0.7 67 -20 7.9 +0.7
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.7 36 11 6.7 -0.5
DFE WisdomTree Europe SmallCap Dividend Fund 0.7 58 -11 8.2 +1.0
FIVA Fidelity International Value Factor ETF 0.7 18 29 10.5 +3.3
EWU iShares MSCI United Kingdom ETF 0.7 50 -3 8.6 +1.4
FYT First Trust Small Cap Value AlphaDEX Fund 0.6 73 -26 11.6 +4.4
SDIV Global X Superdividend ETF 0.6 58 -11 42.2 +35.0
SNPG Xtrackers S&P 500 Growth ESG ETF 0.6 15 32 4.6 -2.6
GVAL Cambria Global Value ETF 0.6 68 -21 11.1 +3.9
EFAV iShares MSCI EAFE Min Vol Factor ETF 0.6 22 25 5.8 -1.4
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.6 25 22 7.3 +0.1
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.6 12 35 4.6 -2.6
VSLU Applied Finance Valuation Large Cap ETF 0.6 49 -2 5.8 -1.4
IMTM iShares MSCI Intl Momentum Factor ETF 0.6 30 17 5.5 -1.7
HKND Humankind US Stock ETF 0.6 11 36 7.4 +0.2
QUS SPDR MSCI USA StrategicFactors ETF 0.6 15 32 5.8 -1.4
XT iShares Exponential Technologies ETF 0.6 46 1 5.6 -1.6
PSC Principal U.S. Small-Cap ETF 0.6 38 9 7.0 -0.2
ROUS Hartford Multifactor US Equity ETF 0.6 19 28 7.2 -0.0
BGDV Bahl & Gaynor Dividend ETF 0.6 45 2 4.9 -2.3
IQLT iShares MSCI Intl Quality Factor ETF 0.6 30 17 6.3 -0.9
FYC First Trust Small Cap Growth AlphaDEX Fund 0.6 71 -24 0.5 -6.7
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.6 45 2 6.7 -0.5
JIG JPMorgan International Growth ETF 0.6 55 -8 4.7 -2.5
HELX Franklin Genomic Advancements ETF 0.6 50 -3 -0.2 -7.4
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.6 20 27 6.7 -0.5
USMV iShares MSCI USA Min Vol Factor ETF 0.5 15 32 5.5 -1.7
FFLC Fidelity Fundamental Large Cap Core ETF 0.5 38 9 4.8 -2.4
ACWX iShares MSCI ACWI ex U.S. ETF 0.5 34 13 8.0 +0.8
IWY iShares Russell Top 200 Growth ETF 0.5 20 27 4.7 -2.5
KRMA Global X Conscious Companies ETF 0.5 43 4 5.9 -1.3
RWL Invesco S&P 500 Revenue ETF 0.5 39 8 6.9 -0.3
NUDM Nuveen ESG International Developed Markets Equity ETF 0.5 31 16 6.5 -0.7
CGGO Capital Group Global Growth Equity ETF 0.5 47 0 4.9 -2.3
UMMA Wahed Dow Jones Islamic World ETF 0.5 65 -18 5.3 -1.9
IWF iShares Russell 1000 Growth ETF 0.5 19 28 4.5 -2.7
VONG Vanguard Russell 1000 Growth ETF 0.5 8 39 4.6 -2.6
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.5 18 29 8.0 +0.8
RPV Invesco S&P 500 Pure Value ETF 0.5 35 12 10.8 +3.6
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -32 5.1 -2.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.5 39 8 10.0 +2.8
FVD First Trust Value Line Dividend Index Fund 0.5 65 -18 6.2 -1.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.5 30 17 6.8 -0.4
BGIG Bahl & Gaynor Income Growth ETF 0.5 45 2 5.5 -1.7
LVOL American Century Low Volatility ETF 0.5 29 18 4.9 -2.3
OEF iShares S&P 100 ETF 0.5 20 27 4.8 -2.4
JHMD John Hancock Multifactor Developed International ETF 0.5 39 8 7.8 +0.6
HAPS Harbor Human Capital Factor US Small Cap ETF 0.4 60 -13 4.3 -3.0
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.4 58 -11 9.9 +2.7
IDMO Invesco S&P International Developed Momentum ETF 0.4 25 22 5.5 -1.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.4 75 -28 4.2 -3.0
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.4 41 6 7.7 +0.5
DEM WisdomTree Emerging Markets High Dividend Fund 0.4 63 -16 13.5 +6.3
EZU iShares MSCI Eurozone ETF 0.4 52 -5 6.8 -0.4
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.4 35 12 6.8 -0.4
XSMO Invesco S&P SmallCap Momentum ETF 0.4 39 8 5.8 -1.4
QWLD SPDR MSCI World StrategicFactors ETF 0.4 30 17 6.2 -1.1
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.4 30 17 7.1 -0.1
USMF WisdomTree U.S. Multifactor Fund 0.4 28 19 6.7 -0.5
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.4 80 -33 12.3 +5.1
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.4 25 22 7.4 +0.2
FLEE Franklin FTSE Europe ETF 0.4 9 38 7.3 +0.1
FBCV Fidelity Blue Chip Value ETF 0.4 59 -12 7.5 +0.3
WWJD Inspire International ETF 0.4 80 -33 7.4 +0.2
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.4 35 12 6.1 -1.1
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 26 4.0 -3.2
FENI Fidelity Enhanced International ETF 0.4 28 19 6.9 -0.3
IOO iShares Global 100 ETF 0.4 41 6 5.2 -2.0
FBCG Fidelity Blue Chip Growth ETF 0.4 59 -12 3.1 -4.1
FEM First Trust Emerging Markets AlphaDEX Fund 0.4 80 -33 11.9 +4.7
FLN First Trust Latin America AlphaDEX Fund 0.4 80 -33 10.1 +2.9
EWW iShares MSCI Mexico ETF 0.4 50 -3 9.3 +2.1
EDIV SPDR S&P Emerging Markets Dividend ETF 0.4 49 -2 11.8 +4.6
TMFX Motley Fool Next Index ETF 0.4 50 -3 2.8 -4.4
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.4 80 -33 9.9 +2.7
RFV Invesco S&P Midcap 400 Pure Value ETF 0.4 35 12 14.0 +6.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.4 25 22 6.0 -1.2
EWJV iShares MSCI Japan Value ETF 0.3 15 32 9.6 +2.4
CWI SPDR MSCI ACWI ex-US ETF 0.3 30 17 8.0 +0.8
SCHG Schwab U.S. Large-Cap Growth ETF 0.3 4 43 4.1 -3.1
RWK Invesco S&P MidCap 400 Revenue ETF 0.3 39 8 9.8 +2.6
IVLU iShares MSCI Intl Value Factor ETF 0.3 30 17 11.0 +3.8
ENZL iShares MSCI New Zealand ETF 0.3 50 -3 3.6 -3.6
IEV iShares Europe ETF 0.3 67 -20 6.9 -0.3
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.3 32 15 6.9 -0.3
EFG iShares MSCI EAFE Growth ETF 0.3 36 11 4.4 -2.8
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.3 70 -23 7.9 +0.7
BEDZ AdvisorShares Hotel ETF 0.3 100 -53 7.1 -0.1
BBJP JPMorgan BetaBuilders Japan ETF 0.3 19 28 7.5 +0.3
JIRE JPMorgan International Research Enhanced Equity ETF 0.3 24 23 7.4 +0.2
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.3 20 27 5.7 -1.5
BUYZ Franklin Disruptive Commerce ETF 0.3 50 -3 2.3 -4.9
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.3 46 1 6.6 -0.6
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.3 29 18 8.1 +0.9
EELV Invesco S&P Emerging Markets Low Volatility ETF 0.3 29 18 8.5 +1.3
FLAX Franklin FTSE Asia Ex Japan ETF 0.3 19 28 9.8 +2.6
ACWV iShares MSCI Global Min Vol Factor ETF 0.2 20 27 5.8 -1.4
SVAL iShares US Small Cap Value Factor ETF 0.2 20 27 11.2 +4.0
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.2 70 -23 9.7 +2.5
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.2 59 -12 12.2 +5.0
STXI Strive International Developed Markets ETF 0.2 29 18 7.1 -0.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.2 19 28 6.5 -0.7
XSHQ Invesco S&P SmallCap Quality ETF 0.2 29 18 8.3 +1.1
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.2 25 22 7.8 +0.6
AFK VanEck Africa Index ETF 0.2 98 -51 12.3 +5.1
ANEW ProShares MSCI Transformational Changes ETF 0.2 45 2 6.2 -1.0
IUS Invesco RAFI Strategic US ETF 0.2 19 28 6.9 -0.3
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 0.2 88 -41 9.7 +2.5
IMFL Invesco International Developed Dynamic Multifactor ETF 0.2 34 13 6.0 -1.2
EWJ iShares MSCI Japan ETF 0.2 50 -3 6.9 -0.3
EWX SPDR S&P Emerging Markets Small Cap ETF 0.2 65 -18 8.2 +1.0
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 0.2 80 -33 15.1 +7.9
FELG Fidelity Enhanced Large Cap Growth ETF 0.2 18 29 4.9 -2.3
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 0.2 44 3 10.8 +3.6
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.2 35 12 9.8 +2.6
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.2 38 9 10.5 +3.3
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.2 35 12 4.3 -2.9
BBEU JPMorgan BetaBuilders Europe ETF 0.2 9 38 7.2 -0.0
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.2 47 0 6.9 -0.3
IWC iShares Micro-Cap ETF 0.1 60 -13 -0.7 -7.9
LQPE PEO AlphaQuest Thematic PE ETF 0.1 125 -78 6.6 -0.6
VUSE Vident U.S. Equity Strategy ETF 0.1 50 -3 4.5 -2.7
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 22 10.0 +2.8
IEDI iShares U.S. Consumer Focused ETF 0.1 18 29 5.2 -2.0
XCEM Columbia EM Core ex-China ETF 0.1 16 31 8.3 +1.1
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.1 35 12 11.4 +4.2
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.1 36 11 12.3 +5.1
XCNY SPDR S&P Emerging Markets ex-China ETF 0.1 15 32 7.5 +0.3
RNEM First Trust Emerging Markets Equity Select ETF 0.1 75 -28 6.8 -0.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.1 29 18 4.4 -2.8
PXH Invesco FTSE RAFI Emerging Markets ETF 0.1 49 -2 16.6 +9.4
EBI Longview Advantage ETF 0.1 35 12 6.9 -0.3
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 38 10.8 +3.6
VWO Vanguard FTSE Emerging Markets ETF 0.1 8 39 10.9 +3.7
DOL WisdomTree International LargeCap Dividend Fund 0.1 48 -1 7.5 +0.3
EWN iShares MSCI Netherlands ETF 0.1 50 -3 5.6 -1.6
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.1 30 17 12.3 +5.1
IWO iShares Russell 2000 Growth ETF 0.1 24 23 1.4 -5.8
VTWG Vanguard Russell 2000 Growth ETF 0.1 15 32 1.5 -5.7
SCHE Schwab Emerging Markets Equity ETF 0.1 11 36 11.5 +4.3
EMXC iShares MSCI Emerging Markets ex China ETF 0.1 25 22 7.8 +0.6
GVLU Gotham 1000 Value ETF 0.1 50 -3 9.1 +1.9
XC WisdomTree Emerging Markets Ex-China Fund 0.1 32 15 6.1 -1.1
PKW Invesco Buyback Achievers ETF 0.0 62 -15 7.6 +0.4
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.0 30 17 10.7 +3.5
EIRL iShares MSCI Ireland ETF 0.0 50 -3 8.8 +1.6
EEM iShares MSCI Emerging Markets ETF 0.0 69 -22 10.6 +3.4
BKEM BNY Mellon Emerging Markets Equity ETF 0.0 11 36 10.4 +3.2
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 -19 10.3 +3.1
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.0 36 11 10.2 +3.0
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.0 32 15 9.5 +2.3
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.0 50 -3 11.8 +4.6
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 40 10.8 +3.6
SPMV Invesco S&P 500 Minimum Variance ETF 0.0 10 37 5.3 -1.9
DFAI Dimensional International Core Equity Market ETF 0.0 18 29 7.5 +0.3
DFIV Dimensional International Value ETF 0.0 27 20 10.2 +3.0
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 17 8.4 +1.2
DFIC Dimensional International Core Equity 2 ETF 0.0 23 24 7.8 +0.6

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 12.4 %
Divided by: Fwd. P/BV 1.6 x
Less: Expense ratio 47 bp
Equals: ALTAR Score 7.2 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.62 CATEGORY
AVERAGE		 1.58
 
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.