Vert Global Sustainable Real Estate ETF
ALTAR
Score™		 5.6% info Recommen-
dation		 NEUTRAL
2024E    2025E
P/E
ratio		 17.6x P/Sales
ratio		 7.3x
P/BV
ratio		 1.6x Div.
yield		 3.8%


  • 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) $418
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 143
Wgt avg mkt cap (mns) $33,045
Large cap (>$10bn) 71.9%
Mid cap ($2-10bn) 22.3%
Small cap (<$2bn) 5.9%
Developed mkts 99.1%
Emerging mkts 0.9%

TOP TEN HOLDINGS
WELLTOWER, INC. 5.9 %
DIGITAL REALTY TRUST INC 5.5 %
SIMON PROPERTY GROUP INC 5.4 %
EQUINIX INC 5.1 %
PROLOGIS INC 4.7 %
AMERICAN TOWER CORP-CL A 4.6 %
GOODMAN GROUP 4.2 %
EXTRA SPACE STORAGE INC 3.6 %
IRON MOUNTAIN INC 3.4 %
AVALONBAY COMMUNITIES INC 3.3 %
Total 45.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 70.7 %
AUSTRALIA 8.8 %
JAPAN 5.9 %
BRITAIN 4.5 %
SINGAPORE 3.4 %
FRANCE 1.7 %
NETHERLANDS 1.3 %
BELGIUM 1.0 %
CANADA 0.9 %
SPAIN 0.6 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
10.0% -- -- -- 10.0%

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

Technical Indicators
Recent close $10.66
30d moving avg. $10.93
Annualized volatility 0.0%
Short interest (ETF) 0.2%
Relative strength (RSI) 50

Liquidity measures
Avg. volume (thou.) 54
Turnover 0.1%
Bid/Ask (% of price) 0.00%
ADV underlying (mns) $6,086

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 693 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™: 5.6%


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 64.9 14 33 6.2 +0.6
DFGR Dimensional Global Real Estate ETF 63.5 22 25 6.2 +0.6
AVRE Avantis Real Estate ETF 61.5 17 30 5.9 +0.3
RWO SPDR Dow Jones Global Real Estate ETF 61.4 50 -3 6.1 +0.5
ICF iShares Cohen & Steers REIT ETF 60.9 33 14 5.8 +0.2
RWR SPDR Dow Jones REIT ETF 58.4 25 22 6.1 +0.5
USRT iShares Core U.S. REIT ETF 58.1 8 39 6.3 +0.7
ERET iShares Environmentally Aware Real Estate ETF 57.7 30 17 6.5 +0.9
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 57.4 11 36 6.3 +0.7
XLRE Real Estate Select Sector SPDR Fund 57.3 9 38 5.9 +0.3
DFAR Dimensional US Real Estate ETF 57.1 19 28 6.3 +0.7
FRI First Trust S&P REIT Index Fund 56.4 50 -3 5.9 +0.3
SCHH Schwab U.S. REIT ETF 55.6 7 40 6.5 +0.9
IYR iShares U.S. Real Estate ETF 54.9 40 7 6.0 +0.4
VNQ Vanguard Real Estate ETF 53.4 12 35 6.2 +0.6
FREL Fidelity MSCI Real Estate Index ETF 52.1 8 39 6.1 +0.5
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 49.6 40 7 6.1 +0.5
ROOF IQ CBRE NextGen Real Estate ETF 47.3 60 -13 8.1 +2.5
GQRE FlexShares Global Quality Real Estate Index Fund 43.8 45 2 5.9 +0.3
JPRE JPMorgan Realty Income ETF 43.6 50 -3 5.4 -0.2
PPTY US Diversified Real Estate ETF 42.8 53 -6 5.6 +0.0
RITA ETFB Green SRI REITs ETF 41.2 50 -3 4.9 -0.7
FPRO Fidelity Real Estate Investment ETF 41.1 59 -12 4.7 -0.9
CRED Columbia Research Enhanced Real Estate ETF 38.4 33 14 7.0 +1.4
PSR Invesco Active U.S. Real Estate Fund 38.1 35 12 6.1 +0.5
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 32.9 75 -28 4.6 -1.0
IVRA Invesco Real Assets ESG ETF 30.9 59 -12 5.4 -0.2
IRET iREIT - MarketVector Quality REIT Index ETF 30.2 60 -13 6.2 +0.6
REZ iShares Residential and Multisector Real Estate ETF 29.6 48 -1 5.3 -0.3
IQRA IQ CBRE Real Assets ETF 28.8 65 -18 5.2 -0.4
BYRE Principal Real Estate Active Opportunities ETF 28.7 65 -18 5.3 -0.3
VNQI Vanguard Global ex-U.S. Real Estate ETF 28.5 12 35 8.3 +2.7
IFGL iShares International Developed Real Estate ETF 28.1 48 -1 6.9 +1.3
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 27.7 10 37 7.7 +2.1
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 26.4 60 -13 6.4 +0.8
JRE Janus Henderson U.S. Real Estate ETF 25.5 65 -18 5.6 -0.0
SPRE SP Funds S&P Global REIT Sharia ETF 24.0 55 -8 4.6 -1.0
REAI Intelligent Real Estate ETF 23.7 59 -12 12.8 +7.2
HAUS Residential REIT ETF 22.5 60 -13 4.9 -0.7
RWX SPDR Dow Jones International Real Estate ETF 20.8 59 -12 7.4 +1.8
BLLD JPMorgan Sustainable Infrastructure ETF 19.6 49 -2 5.7 +0.1
NURE Nuveen Short-Term REIT ETF 19.4 35 12 5.7 +0.1
SRVR Pacer Data & Infrastructure Real Estate ETF 18.7 55 -8 1.9 -3.7
SPYD SPDR Portfolio S&P 500 High Dividend ETF 16.9 7 40 8.8 +3.2
HOMZ Hoya Capital Housing ETF 15.5 30 17 7.0 +1.4
DTCR Global X Data Center & Digital Infrastructure ETF 15.2 50 -3 4.7 -1.0
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 15.2 41 6 7.8 +2.2
ICAP InfraCap Equity Income Fund ETF 14.9 171 -124 6.0 +0.4
DESK VanEck Office and Commercial REIT ETF 14.8 50 -3 9.7 +4.1
RDOG ALPS REIT Dividend Dogs ETF 13.9 35 12 16.8 +11.2
INDS Pacer Industrial Real Estate ETF 13.3 55 -8 5.7 +0.1
BIBL Inspire 100 ETF 10.5 35 12 5.1 -0.6
ERTH Invesco MSCI Sustainable Future ETF 10.3 62 -15 3.6 -2.0
BLDG Cambria Global Real Estate ETF 9.6 60 -13 14.3 +8.7
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 9.6 60 -13 6.1 +0.5
NUMV Nuveen ESG Mid-Cap Value ETF 8.7 31 16 6.6 +1.0
VRAI Virtus Real Asset Income ETF 8.5 55 -8 8.0 +2.4
BEEZ Honeytree U.S. Equity ETF 8.0 64 -17 4.7 -0.9
RIET Hoya Capital High Dividend Yield ETF 8.0 50 -3 12.3 +6.7
SDG iShares MSCI Global Sustainable Development Goals ETF 7.8 49 -2 5.6 +0.0
DIVG Invesco S&P 500 High Dividend Growers ETF 7.5 39 8 7.5 +1.9
CZA Invesco Zacks Mid-Cap ETF 7.4 72 -25 5.6 +0.0
SPDV AAM S&P 500 High Dividend Value ETF 7.4 29 18 9.6 +4.0
AGNG Global X Aging Population ETF 6.8 50 -3 4.2 -1.4
NUDV Nuveen ESG Dividend ETF 6.8 26 21 7.0 +1.4
ULVM VictoryShares US Value Momentum ETF 6.7 20 27 7.0 +1.4
NZUS SPDR MSCI USA Climate Paris Aligned ETF 6.5 10 37 4.5 -1.1
PY Principal Value ETF 6.5 15 32 7.0 +1.4
EWA iShares MSCI Australia ETF 6.5 50 -3 4.9 -0.8
FCLD Fidelity Cloud Computing ETF 6.1 39 8 3.1 -2.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 6.1 10 37 4.4 -1.2
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 6.0 12 35 5.3 -0.3
VOE Vanguard Mid-Cap Value ETF 6.0 7 40 6.9 +1.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.9 20 27 6.4 +0.8
FLAU Franklin FTSE Australia ETF 5.9 9 38 5.4 -0.2
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 5.6 27 20 7.1 +1.5
DEW WisdomTree Global High Dividend Fund 5.6 58 -11 8.5 +2.9
FMET Fidelity Metaverse ETF 5.5 39 8 5.4 -0.2
TMFG Motley Fool Global Opportunities ETF 5.5 85 -38 3.2 -2.4
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 5.3 19 28 5.4 -0.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 5.3 15 32 5.8 +0.2
MILN Global X Millennial Consumer ETF 5.3 50 -3 2.6 -3.0
NIXT Research Affiliates Deletions ETF 5.3 9 38 5.2 -0.4
EPP iShares MSCI Pacific ex-Japan ETF 5.3 47 0 4.9 -0.7
BWEB Bitwise Web3 ETF 5.1 85 -38 0.7 -4.9
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 5.1 69 -22 8.1 +2.5
JPIN J.P. Morgan Diversified Return International Equity ETF 5.1 37 10 8.9 +3.3
IWS iShares Russell Mid-Cap Value ETF 5.0 23 24 6.2 +0.6
KNCT Invesco Next Gen Connectivity ETF 5.0 40 7 5.6 -0.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 5.0 18 29 7.2 +1.6
IGPT Invesco AI and Next Gen Software ETF 4.9 60 -13 3.8 -1.8
VO Vanguard Mid-Cap ETF 4.8 4 43 5.3 -0.3
RJMG FT Raymond James Multicap Growth Equity ETF 4.7 85 -38 2.3 -3.4
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 4.7 12 35 5.9 +0.3
BLES Inspire Global Hope ETF 4.6 61 -14 6.4 +0.8
TBG TBG Dividend Focus ETF 4.6 59 -12 6.8 +1.2
IMCV iShares Morningstar Mid-Cap Value ETF 4.6 6 41 7.5 +1.9
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 4.6 46 1 4.9 -0.7
FDCF Fidelity Disruptive Communications ETF 4.6 50 -3 2.6 -3.0
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 4.5 30 17 8.2 +2.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.5 24 23 7.3 +1.7
ONEY SPDR Russell 1000 Yield Focus ETF 4.5 20 27 9.3 +3.7
MBCC Monarch Blue Chips Core ETF 4.4 125 -78 3.4 -2.2
SCJ iShares MSCI Japan Small-Cap ETF 4.4 50 -3 7.0 +1.4
HAPY Harbor Human Capital Factor Unconstrained ETF 4.3 50 -3 4.4 -1.2
DON WisdomTree U.S. MidCap Dividend Fund 4.3 38 9 7.7 +2.1
JAVA JPMorgan Active Value ETF 4.3 44 3 5.7 +0.1
SCZ iShares MSCI EAFE Small-Cap ETF 4.1 40 7 6.6 +1.0
NXTG First Trust Indxx NextG ETF 4.1 70 -23 6.2 +0.6
IDLV Invesco S&P International Developed Low Volatility ETF 4.1 25 22 6.2 +0.6
DIM WisdomTree International MidCap Dividend Fund 4.1 58 -11 7.7 +2.1
IWR iShares Russell Midcap ETF 4.0 19 28 5.4 -0.2
FLDZ RiverNorth Patriot ETF 4.0 75 -28 5.2 -0.4
SIZE iShares MSCI USA Size Factor ETF 4.0 15 32 5.6 -0.0
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 4.0 56 -9 5.9 +0.3
PTL Inspire 500 ETF 4.0 9 38 5.6 0.0
NULV Nuveen ESG Large-Cap Value ETF 4.0 26 21 6.7 +1.1
FTC First Trust Large Cap Growth AlphaDEX Fund 3.9 59 -12 2.4 -3.2
RSP Invesco S&P 500 Equal Weight ETF 3.9 20 27 6.1 +0.5
TXS Texas Capital Texas Equity Index ETF 3.9 49 -2 4.7 -0.9
EQAL Invesco Russell 1000 Equal Weight ETF 3.9 20 27 6.3 +0.7
YLDE ClearBridge Dividend Strategy ESG ETF 3.9 60 -13 4.9 -0.7
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.9 39 8 8.6 +3.0
XDAT Franklin Exponential Data ETF 3.8 50 -3 2.8 -2.8
IMCB iShares Morningstar Mid-Cap ETF 3.8 4 43 5.7 +0.1
SNPV Xtrackers S&P 500 Value ESG ETF 3.8 15 32 6.4 +0.8
DWX SPDR S&P International Dividend ETF 3.8 45 2 6.5 +0.9
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.7 29 18 6.4 +0.8
WCEO Hypatia Women CEO ETF 3.7 85 -38 4.2 -1.4
CLOU Global X Cloud Computing ETF 3.7 68 -21 1.8 -3.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.7 12 35 4.8 -0.8
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 3.6 47 0 5.5 -0.2
EUSA iShares MSCI USA Equal Weighted ETF 3.6 9 38 5.7 +0.1
QUVU Hartford Quality Value ETF 3.6 46 1 6.6 +1.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.6 25 22 5.2 -0.5
SPLV Invesco S&P 500 Low Volatility ETF 3.6 25 22 5.1 -0.5
ALTL Pacer Lunt Large Cap Alternator ETF 3.6 60 -13 4.8 -0.8
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 3.6 49 -2 7.0 +1.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.6 4 43 5.6 +0.0
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 3.5 60 -13 3.9 -1.7
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 3.5 60 -13 8.3 +2.7
DVND Touchstone Dividend Select ETF 3.5 67 -20 5.8 +0.2
VOT Vanguard Mid-Cap Growth ETF 3.5 7 40 3.4 -2.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.5 9 38 5.8 +0.2
JGLO JPMorgan Global Select Equity ETF 3.5 33 14 4.5 -1.1
ISCF iShares International SmallCap Equity Factor ETF 3.4 23 24 9.1 +3.5
DEMZ Democratic Large Cap Core ETF 3.3 45 2 4.2 -1.4
STXM Strive Mid-Cap ETF 3.3 18 29 6.1 +0.5
USXF iShares ESG Advanced MSCI USA ETF 3.3 10 37 5.0 -0.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 3.3 10 37 5.3 -0.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 3.2 60 -13 4.0 -1.6
SCHM Schwab U.S. Mid-Cap ETF 3.2 4 43 6.0 +0.4
IEUS iShares MSCI Europe Small-Cap ETF 3.2 42 5 6.4 +0.8
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.2 55 -8 4.3 -1.3
UDI USCF Dividend Income Fund 3.1 65 -18 7.3 +1.7
IMCG iShares Morningstar Mid-Cap Growth ETF 3.1 6 41 4.0 -1.6
SWP SWP Growth & Income ETF 3.0 99 -52 4.1 -1.5
SCHV Schwab U.S. Large-Cap Value ETF 3.0 4 43 6.4 +0.8
GVUS Marketbeta Russell 1000 Value Equity ETF 3.0 12 35 6.2 +0.6
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 3.0 65 -18 1.6 -4.0
RBLD First Trust Alerian US NextGen Infrastructure ETF 3.0 65 -18 4.7 -0.9
SCHC Schwab International Small-Cap Equity ETF 3.0 11 36 6.6 +1.0
VBR Vanguard Small Cap Value ETF 2.9 7 40 7.8 +2.2
FNDC Schwab Fundamental International Small Co. Index ETF 2.9 39 8 7.2 +1.6
VOOV Vanguard S&P 500 Value ETF 2.9 10 37 6.3 +0.7
IVE iShares S&P 500 Value ETF 2.9 18 29 6.3 +0.7
SPYV SPDR Portfolio S&P 500 Value ETF 2.9 4 43 6.4 +0.8
GURU Global X Guru Index ETF 2.9 75 -28 1.7 -4.0
DLN WisdomTree U.S. LargeCap Dividend Fund 2.9 28 19 5.7 +0.1
SCAP InfraCap Small Cap Income ETF 2.9 135 -88 8.5 +2.9
IUSV iShares Core S&P US Value ETF 2.9 4 43 6.4 +0.8
EVUS iShares ESG Aware MSCI USA Value ETF 2.8 18 29 6.4 +0.8
IWD iShares Russell 1000 Value ETF 2.8 19 28 6.1 +0.5
VONV Vanguard Russell 1000 Value ETF 2.8 8 39 6.3 +0.7
JHMM John Hancock Multifactor Mid Cap ETF 2.8 42 5 6.1 +0.5
XMLV Invesco S&P MidCap Low Volatility ETF 2.8 25 22 6.6 +1.0
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.8 15 32 6.9 +1.3
FIVG Defiance Next Gen Connectivity ETF 2.8 30 17 5.8 +0.2
EQUL IQ Engender Equality ETF 2.7 45 2 5.7 +0.1
VEGN US Vegan Climate ETF 2.7 60 -13 4.5 -1.1
QDF FlexShares Quality Dividend Index Fund 2.7 37 10 4.2 -1.5
DTD WisdomTree U.S. Total Dividend Fund 2.7 28 19 6.0 +0.4
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.7 9 38 4.9 -0.7
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.6 40 7 3.8 -1.8
IPAC iShares Core MSCI Pacific ETF 2.6 9 38 7.2 +1.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.6 64 -17 1.8 -3.8
AGQI First Trust Active Global Quality Income ETF 2.6 85 -38 5.9 +0.3
DIVL Madison Dividend Value ETF 2.6 65 -18 5.5 -0.1
KBWY Invesco KBW Premium Yield Equity REIT ETF 2.6 35 12 16.8 +11.2
SIXG Defiance Connective Technologies ETF 2.6 30 17 5.1 -0.5
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.6 35 12 5.8 +0.2
CVY Invesco Zacks Multi-Asset Income ETF 2.6 106 -59 9.8 +4.2
EWUS iShares MSCI United Kingdom Small Cap ETF 2.6 59 -12 5.8 +0.2
FEX First Trust Large Cap Core AlphaDEX Fund 2.5 59 -12 5.6 -0.1
PFI Invesco Dorsey Wright Financial Momentum ETF 2.5 60 -13 5.0 -0.6
DHS WisdomTree U.S. High Dividend Fund 2.5 38 9 7.6 +2.0
QDEF FlexShares Quality Dividend Defensive Index Fund 2.5 37 10 3.9 -1.7
MTUM iShares MSCI USA Momentum Factor ETF 2.5 15 32 4.1 -1.5
KRUZ Unusual Whales Subversive Republican Trading ETF 2.5 75 -28 5.4 -0.2
SSPY Syntax Stratified LargeCap ETF 2.5 30 17 6.3 +0.7
GLBL Pacer MSCI World Industry Advantage ETF 2.5 65 -18 4.7 -0.9
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.4 60 -13 2.8 -2.8
DSI iShares MSCI KLD 400 Social ETF 2.4 25 22 5.0 -0.6
VB Vanguard Small-Cap ETF 2.4 5 42 4.9 -0.7
CGDG Capital Group Dividend Growers ETF 2.4 47 0 6.6 +1.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.4 70 -23 4.4 -1.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.4 15 32 6.8 +1.2
QLC FlexShares US Quality Large Cap Index Fund 2.4 25 22 5.4 -0.2
NTZG Nuveen Global Net Zero Transition ETF 2.4 56 -9 4.7 -0.9
STXV Strive 1000 Value ETF 2.3 18 29 7.5 +1.9
VPL Vanguard FTSE Pacific ETF 2.3 8 39 7.7 +2.1
SPXT ProShares S&P 500 Ex-Technology ETF 2.3 9 38 5.3 -0.3
STXD Strive 1000 Dividend Growth ETF 2.3 35 12 5.2 -0.4
KLMT Invesco MSCI Global Climate 500 ETF 2.3 10 37 5.4 -0.2
SFYX SoFi Next 500 ETF 2.3 0 47 4.7 -0.9
XMAG Defiance Large Cap ex-Mag 7 ETF 2.3 35 12 5.1 -0.5
NULC Nuveen ESG Large-Cap ETF 2.3 21 26 5.3 -0.3
FNDA Schwab Fundamental US Small Co. Index ETF 2.3 25 22 6.0 +0.4
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 2.2 58 -11 9.2 +3.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.2 15 32 4.9 -0.7
REVS Columbia Research Enhanced Value ETF 2.2 19 28 7.4 +1.8
AFLG First Trust Active Factor Large Cap ETF 2.2 55 -8 5.8 +0.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.2 30 17 7.9 +2.3
FDVV Fidelity High Dividend ETF 2.2 15 32 8.7 +3.1
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 2.1 7 40 6.7 +1.1
CHGX AXS Change Finance ESG ETF 2.1 49 -2 5.3 -0.3
IJJ iShares S&P Mid-Cap 400 Value ETF 2.1 18 29 6.9 +1.3
PSCF Invesco S&P SmallCap Financials ETF 2.1 29 18 8.5 +2.9
PRF Invesco FTSE RAFI US 1000 ETF 2.0 39 8 6.8 +1.2
DMXF iShares ESG Advanced MSCI EAFE ETF 2.0 12 35 5.5 -0.1
DTH WisdomTree International High Dividend Fund 2.0 58 -11 10.1 +4.5
VTV Vanguard Value ETF 2.0 4 43 6.6 +1.0
POWA Invesco Bloomberg Pricing Power ETF 2.0 40 7 5.6 +0.0
FDMO Fidelity Momentum Factor ETF 2.0 15 32 4.0 -1.7
MDYV SPDR S&P 400 Mid Cap Value ETF 2.0 15 32 7.0 +1.4
ISCV iShares Morningstar Small Cap Value ETF 2.0 6 41 7.2 +1.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.0 15 32 7.0 +1.4
IDAT iShares Future Cloud 5G and Tech ETF 2.0 47 0 4.3 -1.3
DIVB iShares Core Dividend ETF 2.0 5 42 7.5 +1.9
SNPE Xtrackers S&P 500 ESG ETF 2.0 10 37 5.1 -0.5
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.9 60 -13 6.3 +0.7
INRO iShares U.S. Industry Rotation Active ETF 1.9 42 5 4.5 -1.1
NUSC Nuveen ESG Small-Cap ETF 1.9 31 16 5.0 -0.6
APUE ActivePassive U.S. Equity ETF 1.9 45 2 4.8 -0.8
GWX SPDR S&P International Small Cap ETF 1.9 40 7 6.5 +0.9
ISMD Inspire Small/Mid Cap ETF 1.9 54 -7 5.3 -0.3
LRGC AB US Large Cap Strategic Equities ETF 1.9 48 -1 4.6 -1.0
ESGV Vanguard ESG U.S. Stock ETF 1.9 9 38 4.8 -0.8
RFFC ALPS Active Equity Opportunity ETF 1.9 48 -1 4.5 -1.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.8 50 -3 7.6 +2.0
XJH iShares ESG Screened S&P Mid-Cap ETF 1.8 12 35 6.5 +0.9
FCPI Fidelity Stocks for Inflation ETF 1.8 15 32 8.1 +2.5
EQWL Invesco S&P 100 Equal Weight ETF 1.8 25 22 6.3 +0.7
FSMD Fidelity Small-Mid Multifactor ETF 1.8 15 32 6.8 +1.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.8 20 27 4.9 -0.8
SMMD iShares Russell 2500 ETF 1.8 15 32 5.5 -0.1
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.8 24 23 7.0 +1.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.8 14 33 5.0 -0.6
JEPI JPMorgan Equity Premium Income ETF 1.8 35 12 5.1 -0.5
GBUY Goldman Sachs Future Consumer Equity ETF 1.8 75 -28 3.3 -2.3
BDIV AAM Brentview Dividend Growth ETF 1.8 49 -2 4.4 -1.2
ILCV iShares Morningstar Value ETF 1.8 4 43 6.2 +0.6
SPXV ProShares S&P 500 Ex-Health Care ETF 1.8 9 38 4.7 -0.9
JMOM JPMorgan U.S. Momentum Factor ETF 1.8 12 35 4.5 -1.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.8 65 -18 2.7 -2.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.8 9 38 3.3 -2.3
SPMV Invesco S&P 500 Minimum Variance ETF 1.8 10 37 5.5 -0.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.8 10 37 5.1 -0.5
HAPI Harbor Human Capital Factor US Large Cap ETF 1.8 36 11 4.6 -1.0
SUSL iShares ESG MSCI USA Leaders ETF 1.8 10 37 5.1 -0.5
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.8 80 -33 5.8 +0.2
INTF iShares International Equity Factor ETF 1.7 15 32 8.2 +2.6
VBK Vanguard Small-Cap Growth ETF 1.7 7 40 1.1 -4.5
CRUZ Defiance Hotel Airline and Cruise ETF 1.7 45 2 -4.6 -10.2
JHSC John Hancock Multifactor Small Cap ETF 1.7 42 5 6.6 +1.0
MBOX Freedom Day Dividend ETF 1.7 39 8 7.4 +1.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.7 7 40 5.0 -0.6
SMLF iShares U.S. SmallCap Equity Factor ETF 1.7 15 32 4.6 -1.0
ADIV SmartETFs Asia Pacific Dividend Builder ETF 1.7 78 -31 9.0 +3.4
EWS iShares MSCI Singapore ETF 1.7 50 -3 5.0 -0.6
XVV iShares ESG Screened S&P 500 ETF 1.7 8 39 4.9 -0.7
VLUE iShares MSCI USA Value Factor ETF 1.7 15 32 10.2 +4.6
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.7 8 39 5.0 -0.7
LRGE ClearBridge Large Cap Growth ESG ETF 1.7 59 -12 3.5 -2.1
MDY SPDR S&P Midcap 400 ETF Trust 1.7 24 23 6.2 +0.6
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.7 20 27 7.6 +2.0
IJH iShares Core S&P Mid-Cap ETF 1.7 5 42 6.4 +0.8
JHML John Hancock Multifactor Large Cap ETF 1.7 29 18 5.3 -0.3
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 1.7 80 -33 5.6 -0.0
SPXE ProShares S&P 500 Ex-Energy ETF 1.7 9 38 4.9 -0.7
MODL VictoryShares WestEnd U.S. Sector ETF 1.7 42 5 4.7 -0.9
WDIV SPDR S&P Global Dividend ETF 1.6 40 7 9.4 +3.8
IVOO Vanguard S&P Mid-Cap 400 ETF 1.6 10 37 6.4 +0.8
IWX iShares Russell Top 200 Value ETF 1.6 20 27 6.0 +0.4
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.6 3 44 6.4 +0.8
WOMN Impact Shares YWCA Women's Empowerment ETF 1.6 75 -28 4.7 -0.9
SMAP Amplify Small-Mid Cap Equity ETF 1.6 60 -13 4.6 -1.0
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.6 20 27 4.8 -0.8
VONE Vanguard Russell 1000 ETF 1.6 8 39 4.9 -0.7
IWB iShares Russell 1000 ETF 1.6 15 32 4.8 -0.8
SDY SPDR S&P Dividend ETF 1.6 35 12 5.9 +0.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.6 11 36 4.9 -0.7
HDUS Hartford Disciplined US Equity ETF 1.6 19 28 5.9 +0.3
FUNL CornerCap Fundametrics Large-Cap ETF 1.6 50 -3 6.7 +1.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.6 2 45 5.0 -0.6
ESIX SPDR S&P SmallCap 600 ESG ETF 1.6 12 35 7.4 +1.8
CATH Global X S&P 500 Catholic Values Custom ETF 1.6 29 18 4.9 -0.7
SCHX Schwab U.S. Large-Cap ETF 1.6 3 44 5.0 -0.6
SCHK Schwab 1000 Index ETF 1.6 5 42 5.0 -0.6
RECS Columbia Research Enhanced Core ETF 1.6 15 32 5.5 -0.2
PBUS Invesco MSCI USA ETF 1.5 4 43 5.0 -0.7
CVAR Cultivar ETF 1.5 87 -40 6.7 +1.1
VTI Vanguard Total Stock Market ETF 1.5 3 44 4.7 -0.9
IVV iShares Core S&P 500 ETF 1.5 3 44 5.0 -0.6
VOO Vanguard S&P 500 ETF 1.5 3 44 5.0 -0.6
SPY SPDR S&P 500 ETF Trust 1.5 9 38 5.0 -0.6
SPLG SPDR Portfolio S&P 500 ETF 1.5 2 45 5.0 -0.6
IWV iShares Russell 3000 ETF 1.5 20 27 4.7 -0.9
SCHB Schwab U.S. Broad Market ETF 1.5 3 44 4.9 -0.7
TMFM Motley Fool Mid-Cap Growth ETF 1.5 85 -38 3.0 -2.6
ILCB iShares Morningstar U.S. Equity ETF 1.5 3 44 4.9 -0.7
VTHR Vanguard Russell 3000 ETF 1.5 10 37 4.7 -0.9
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.5 12 35 4.5 -1.1
IYY iShares Dow Jones U.S. ETF 1.5 20 27 4.8 -0.8
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.5 3 44 5.1 -0.5
VLU SPDR S&P 1500 Value Tilt ETF 1.5 12 35 6.7 +1.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.5 29 18 6.5 +0.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.5 15 32 7.5 +1.9
RAFE PIMCO RAFI ESG U.S. ETF 1.5 29 18 7.2 +1.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.5 3 44 4.8 -0.8
ADME Aptus Drawdown Managed Equity ETF 1.5 79 -32 4.0 -1.6
PFM Invesco Dividend Achievers ETF 1.5 53 -6 5.3 -0.3
FSST Fidelity Sustainable U.S. Equity ETF 1.5 59 -12 2.4 -3.2
RFDI First Trust Riverfront Dynamic Developed International ETF 1.5 83 -36 10.0 +4.4
ISCB iShares Morningstar Small-Cap ETF 1.5 4 43 4.8 -0.8
CACG ClearBridge All Cap Growth ESG ETF 1.5 54 -7 3.7 -1.9
FENI Fidelity Enhanced International ETF 1.5 28 19 8.1 +2.5
AUSF Global X Adaptive U.S. Factor ETF 1.5 27 20 8.6 +3.0
SHE SPDR MSCI USA Gender Diversity ETF 1.5 20 27 4.9 -0.7
IWN iShares Russell 2000 Value ETF 1.5 24 23 4.8 -0.8
JHDV John Hancock U.S. High Dividend ETF 1.5 34 13 6.2 +0.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.5 7 40 4.9 -0.7
EFV iShares MSCI EAFE Value ETF 1.5 34 13 9.4 +3.8
VV Vanguard Large-Cap ETF 1.5 4 43 4.9 -0.7
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.4 60 -13 8.7 +3.1
TOK iShares MSCI Kokusai ETF 1.4 26 21 5.0 -0.6
VTWV Vanguard Russell 2000 Value ETF 1.4 15 32 4.9 -0.7
STRV Strive 500 ETF 1.4 5 42 4.9 -0.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.4 17 30 4.7 -0.9
IEFA iShares Core MSCI EAFE ETF 1.4 7 40 7.1 +1.5
LRGF iShares U.S. Equity Factor ETF 1.4 8 39 5.6 +0.0
BKLC BNY Mellon US Large Cap Core Equity ETF 1.4 0 47 5.0 -0.6
DES WisdomTree U.S. SmallCap Dividend Fund 1.4 38 9 6.8 +1.2
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.4 25 22 7.2 +1.6
SUSA iShares MSCI USA ESG Select ETF 1.4 25 22 5.0 -0.6
ESGU iShares ESG Aware MSCI USA ETF 1.4 15 32 5.0 -0.6
KOKU Xtrackers MSCI Kokusai Equity ETF 1.4 9 38 5.2 -0.4
VOTE TCW Transform 500 ETF 1.4 5 42 4.9 -0.7
IJS iShares S&P Small-Cap 600 Value ETF 1.4 18 29 7.4 +1.8
EWQ iShares MSCI France ETF 1.4 53 -6 6.3 +0.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.4 15 32 7.4 +1.8
QLV FlexShares US Quality Low Volatility Index Fund 1.4 22 25 3.8 -1.8
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 1.4 39 8 7.4 +1.8
URTH iShares MSCI World ETF 1.4 24 23 5.2 -0.4
SLYV SPDR S&P 600 Small Cap Value ETF 1.4 15 32 7.4 +1.8
FTA First Trust Large Cap Value AlphaDEX Fund 1.4 59 -12 8.2 +2.6
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.4 15 32 4.7 -0.9
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.4 80 -33 5.8 +0.2
MAGA Point Bridge America First ETF 1.4 72 -25 5.6 -0.0
FVAL Fidelity Value Factor ETF 1.4 15 32 7.1 +1.5
RNSC Furst Trust Small Cap US Equity Select ETF 1.4 60 -13 6.8 +1.2
SFY SoFi Select 500 ETF 1.4 0 47 4.5 -1.1
ACVF American Conservative Values ETF 1.4 75 -28 4.2 -1.4
FAB First Trust Multi Cap Value AlphaDEX Fund 1.3 67 -20 8.6 +3.0
PRAY FIS Christian Stock Fund 1.3 69 -22 5.9 +0.3
FNDB Schwab Fundamental US Broad Market Index ETF 1.3 25 22 6.8 +1.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.3 20 27 5.2 -0.5
XJR iShares ESG Screened S&P Small-Cap ETF 1.3 12 35 7.0 +1.4
VT Vanguard Total World Stock ETF 1.3 7 40 5.5 -0.1
SCHA Schwab U.S. Small-Cap ETF 1.3 4 43 4.4 -1.2
SPVM Invesco S&P 500 Value with Momentum ETF 1.3 39 8 7.8 +2.2
STXG Strive 1000 Growth ETF 1.3 18 29 4.1 -1.6
ESGG FlexShares STOXX Global ESG Select Index Fund 1.3 42 5 5.1 -0.5
FDLO Fidelity Low Volatility Factor ETF 1.3 15 32 5.3 -0.3
IDEV iShares Core MSCI International Developed Markets ETF 1.3 4 43 7.1 +1.5
IQSI IQ Candriam International Equity ETF 1.3 15 32 6.6 +1.0
BUYZ Franklin Disruptive Commerce ETF 1.3 50 -3 1.8 -3.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.3 25 22 5.2 -0.4
VEA Vanguard FTSE Developed Markets ETF 1.3 5 42 7.3 +1.7
IJK iShares S&P Mid-Cap 400 Growth ETF 1.3 17 30 5.7 +0.1
JPEF JPMorgan Equity Focus ETF 1.3 50 -3 4.0 -1.7
DGT SPDR Global Dow ETF 1.3 50 -3 6.8 +1.2
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.3 40 7 6.2 +0.6
RVRB Reverb ETF 1.3 30 17 4.7 -0.9
VALQ American Century U.S. Quality Value ETF 1.3 29 18 7.4 +1.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.3 15 32 5.7 +0.1
FNDX Schwab Fundamental US Large Co. Index ETF 1.3 25 22 6.8 +1.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.3 15 32 6.7 +1.1
FQAL Fidelity Quality Factor ETF 1.3 15 32 5.8 +0.2
ILCG iShares Morningstar Growth ETF 1.3 4 43 3.9 -1.7
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.3 15 32 5.7 +0.1
HFXI IQ FTSE International Equity Currency Neutral ETF 1.3 20 27 7.1 +1.5
ACWI iShares MSCI ACWI ETF 1.2 32 15 5.3 -0.3
FNX First Trust Mid Cap Core AlphaDEX Fund 1.2 60 -13 6.8 +1.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.2 7 40 5.3 -0.3
VSGX Vanguard ESG International Stock ETF 1.2 12 35 6.8 +1.2
VWID Virtus WMC International Dividend ETF 1.2 49 -2 9.6 +4.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.2 70 -23 2.7 -2.9
JHID John Hancock International High Dividend ETF 1.2 46 1 11.3 +5.7
BEDZ AdvisorShares Hotel ETF 1.2 100 -53 1.7 -3.9
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.2 49 -2 10.4 +4.8
BFGFX Baron Focused Growth Retail 1.2 75 -28 3.1 -2.5
FLJP Franklin FTSE Japan ETF 1.2 9 38 7.8 +2.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.2 32 15 4.8 -0.8
IJR iShares Core S&P Small Cap ETF 1.2 6 41 6.6 +1.0
JQUA JPMorgan U.S. Quality Factor ETF 1.2 12 35 5.8 +0.2
VXF Vanguard Extended Market ETF 1.2 6 41 3.5 -2.1
QVML Invesco S&P 500 QVM Multi-factor ETF 1.2 11 36 4.8 -0.8
DEUS Xtrackers Russell US Multifactor ETF 1.2 17 30 6.9 +1.3
EFAS Global X MSCI SuperDividend EAFE ETF 1.2 57 -10 10.3 +4.7
SPDW SPDR Portfolio Developed World ex-US ETF 1.2 3 44 7.2 +1.6
ONEO SPDR Russell 1000 Momentum Focus ETF 1.2 20 27 6.8 +1.2
VIOO Vanguard S&P Small-Cap 600 ETF 1.2 10 37 6.6 +1.0
STXK Strive Small-Cap ETF 1.2 18 29 5.0 -0.6
FLJH Franklin FTSE Japan Hedged ETF 1.2 9 38 7.7 +2.1
WLDR Affinity World Leaders Equity ETF 1.2 67 -20 8.1 +2.5
FMDE Fidelity Enhanced Mid Cap ETF 1.2 23 24 6.0 +0.4
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.1 3 44 6.7 +1.1
QUAL iShares MSCI USA Quality Factor ETF 1.1 15 32 5.3 -0.3
FDEV Fidelity International Multifactor ETF 1.1 18 29 7.8 +2.2
IWP iShares Russell Mid-Cap Growth ETF 1.1 23 24 3.1 -2.5
YALL God Bless America ETF 1.1 65 -18 3.2 -2.4
FLGB Franklin FTSE United Kingdom ETF 1.1 9 38 7.9 +2.3
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.1 60 -13 5.5 -0.1
BKSE BNY Mellon US Small Cap Core Equity ETF 1.1 4 43 4.8 -0.8
VUG Vanguard Growth ETF 1.1 4 43 4.0 -1.6
IQLT iShares MSCI Intl Quality Factor ETF 1.1 30 17 6.2 +0.6
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 1.1 24 23 8.7 +3.1
ROE Astoria US Quality Kings ETF 1.0 49 -2 7.2 +1.6
SCHF Schwab International Equity ETF 1.0 6 41 7.5 +1.9
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 1.0 14 33 6.2 +0.6
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 1.0 20 27 6.5 +0.9
DLS WisdomTree International SmallCap Dividend Fund 1.0 58 -11 8.8 +3.2
CGUS Capital Group Core Equity ETF 1.0 33 14 4.4 -1.2
FMIL Fidelity New Millennium ETF 1.0 59 -12 4.8 -0.9
FDWM Fidelity Women's Leadership ETF 1.0 59 -12 4.7 -0.9
FYX First Trust Small Cap Core AlphaDEX Fund 1.0 61 -14 4.6 -1.0
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 1.0 45 2 8.9 +3.3
ESGD iShares ESG Aware MSCI EAFE ETF 1.0 20 27 6.9 +1.3
ISCG iShares Morningstar Small-Cap Growth ETF 1.0 6 41 2.3 -3.4
BGIG Bahl & Gaynor Income Growth ETF 1.0 45 2 5.0 -0.6
HLAL Wahed FTSE USA Shariah ETF 1.0 50 -3 4.9 -0.7
EFA iShares MSCI EAFE ETF 1.0 35 12 6.9 +1.3
DTEC ALPS Disruptive Technologies ETF 1.0 50 -3 3.7 -1.9
AIEQ AI Powered Equity ETF 1.0 75 -28 3.9 -1.8
FNK First Trust Mid Cap Value AlphaDEX Fund 1.0 70 -23 10.0 +4.4
GLOF iShares Global Equity Factor ETF 1.0 20 27 7.0 +1.4
EWK iShares MSCI Belgium ETF 1.0 50 -3 7.9 +2.3
VXUS Vanguard Total International Stock ETF 1.0 7 40 7.2 +1.6
IXUS iShares Core MSCI Total International Stock ETF 1.0 7 40 7.2 +1.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.0 29 18 6.4 +0.8
BDFIX Baron Discovery 0.9 75 -28 0.2 -5.4
IDMO Invesco S&P International Developed Momentum ETF 0.9 25 22 5.9 +0.3
SRET Global X SuperDividend REIT ETF 0.9 59 -12 9.7 +4.1
NETL NETLease Corporate Real Estate ETF 0.9 60 -13 8.5 +2.9
DWM WisdomTree International Equity Fund 0.9 48 -1 8.0 +2.4
MGK Vanguard Mega Cap Growth ETF 0.9 7 40 4.3 -1.3
SPMO Invesco S&P 500 Momentum ETF 0.9 13 34 3.8 -1.8
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.9 40 7 7.9 +2.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.9 39 8 5.8 +0.2
RSSL Global X Russell 2000 ETF 0.9 8 39 2.6 -3.0
INCE Franklin Income Equity Focus ETF 0.9 29 18 5.7 +0.1
GSID Goldman Sachs MarketBeta International Equity ETF 0.9 20 27 7.0 +1.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.9 9 38 5.4 -0.3
BARAX Baron Asset Retail 0.9 75 -28 3.4 -2.2
TMFC Motley Fool 100 Index ETF 0.9 50 -3 3.7 -1.9
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 0.9 5 42 7.3 +1.7
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.9 80 -33 7.6 +2.0
JVAL JPMorgan U.S. Value Factor ETF 0.9 12 35 7.8 +2.2
SPHB Invesco S&P 500 High Beta ETF 0.9 25 22 3.5 -2.1
IWL iShares Russell Top 200 ETF 0.9 15 32 4.7 -0.9
IETC iShares U.S. Tech Independence Focused ETF 0.9 18 29 4.5 -1.1
ASEA Global X FTSE Southeast Asia ETF 0.9 65 -18 6.3 +0.7
KDIV KraneShares S&P Pan Asia Dividend Aristocrats Index ETF 0.9 68 -21 8.2 +2.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.9 45 2 4.7 -0.9
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.9 36 11 6.6 +1.0
TMDV ProShares Russell US Dividend Growers ETF 0.8 35 12 5.9 +0.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.8 39 8 7.5 +1.9
BKCI BNY Mellon Concentrated International ETF 0.8 80 -33 4.2 -1.4
VEU Vanguard FTSE All-World ex-US Index Fund 0.8 8 39 7.3 +1.7
BKIE BNY Mellon International Equity ETF 0.8 4 43 7.1 +1.5
JIRE JPMorgan International Research Enhanced Equity ETF 0.8 24 23 7.1 +1.5
GVAL Cambria Global Value ETF 0.8 68 -21 13.1 +7.5
SNPG Xtrackers S&P 500 Growth ESG ETF 0.8 15 32 4.7 -0.9
EFAD ProShares MSCI EAFE Dividend Growers ETF 0.8 50 -3 5.3 -0.3
NACP Impact Shares NAACP Minority Empowerment ETF 0.8 49 -2 5.0 -0.6
LVHI Franklin International Low Volatility High Dividend Index ET 0.8 40 7 10.1 +4.5
EWJV iShares MSCI Japan Value ETF 0.8 15 32 10.2 +4.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.8 9 38 5.4 -0.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.8 20 27 4.6 -1.0
IEUR iShares Core MSCI Europe ETF 0.8 11 36 7.1 +1.5
ZECP Zacks Earnings Consistent Portfolio ETF 0.8 55 -8 4.7 -0.9
FLQL Franklin LibertyQ U.S. Equity ETF 0.8 15 32 5.9 +0.3
DMDV AAM S&P Developed Markets High Dividend Value ETF 0.8 39 8 12.1 +6.5
MGV Vanguard Mega Cap Value ETF 0.8 7 40 6.4 +0.8
VGK Vanguard FTSE Europe ETF 0.8 11 36 7.1 +1.5
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.8 60 -13 1.4 -4.2
XSLV Invesco S&P SmallCap Low Volatility ETF 0.8 25 22 6.8 +1.2
IWM iShares Russell 2000 ETF 0.8 19 28 2.8 -2.8
MGC Vanguard Mega Cap ETF 0.8 7 40 4.8 -0.8
GINN Goldman Sachs Innovate Equity ETF 0.8 52 -5 2.8 -2.9
OPTZ Optimize Strategy Index ETF 0.8 50 -3 2.9 -2.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.8 75 -28 4.3 -1.4
SSLY Syntax Stratified SmallCap ETF 0.7 40 7 7.4 +1.8
VTWO Vanguard Russell 2000 ETF 0.7 10 37 2.9 -2.7
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.7 20 27 6.9 +1.3
ETHO Etho Climate Leadership U.S. ETF 0.7 47 0 3.4 -2.2
EWU iShares MSCI United Kingdom ETF 0.7 50 -3 8.4 +2.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.7 18 29 5.6 +0.0
VSLU Applied Finance Valuation Large Cap ETF 0.7 49 -2 5.6 -0.0
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.7 35 12 8.1 +2.5
SPEU SPDR Portfolio Europe ETF 0.7 7 40 7.1 +1.5
MVPS Amplify Thematic All-Stars ETF 0.7 49 -2 2.7 -3.0
FDRR Fidelity Dividend ETF for Rising Rates 0.7 15 32 7.4 +1.8
JIG JPMorgan International Growth ETF 0.7 55 -8 4.6 -1.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.7 12 35 4.5 -1.1
EPS WisdomTree U.S. LargeCap Fund 0.7 8 39 5.9 +0.3
JOET Virtus Terranova US Quality Momentum ETF 0.7 29 18 4.7 -0.9
AFSM First Trust Active Factor Small Cap ETF 0.7 75 -28 6.3 +0.7
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.7 60 -13 6.4 +0.8
USMF WisdomTree U.S. Multifactor Fund 0.7 28 19 7.1 +1.5
UIVM VictoryShares International Value Momentum ETF 0.7 35 12 11.0 +5.4
XMVM Invesco S&P MidCap Value with Momentum ETF 0.7 39 8 9.9 +4.3
HKND Humankind US Stock ETF 0.7 11 36 7.1 +1.5
SMDY Syntax Stratified MidCap ETF 0.7 35 12 5.8 +0.2
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.7 58 -11 6.4 +0.8
GDIV Harbor Dividend Growth Leaders ETF 0.7 50 -3 5.8 +0.2
TMFS Motley Fool Small-Cap Growth ETF 0.7 85 -38 2.6 -3.0
IQDG WisdomTree International Quality Dividend Growth Fund 0.7 42 5 6.8 +1.2
BBJP JPMorgan BetaBuilders Japan ETF 0.7 19 28 7.8 +2.2
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.7 18 29 7.0 +1.4
FYC First Trust Small Cap Growth AlphaDEX Fund 0.6 71 -24 -0.5 -6.1
FIVA Fidelity International Value Factor ETF 0.6 18 29 10.2 +4.6
SDIV Global X Superdividend ETF 0.6 58 -11 14.9 +9.3
FESM Fidelity Enhanced Small Cap ETF 0.6 28 19 1.7 -3.9
NUDM Nuveen ESG International Developed Markets Equity ETF 0.6 31 16 6.7 +1.1
ACWX iShares MSCI ACWI ex U.S. ETF 0.6 34 13 7.0 +1.4
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.6 45 2 6.5 +0.9
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 0.6 35 12 4.6 -1.1
PDP Invesco Dorsey Wright Momentum ETF 0.6 62 -15 3.2 -2.4
EZM WisdomTree U.S. MidCap Fund 0.6 38 9 7.4 +1.8
FYT First Trust Small Cap Value AlphaDEX Fund 0.6 73 -26 7.8 +2.2
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.6 25 22 7.2 +1.6
GQQQ Astoria US Quality Growth Kings ETF 0.6 35 12 6.3 +0.7
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.6 41 6 7.4 +1.8
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.6 29 18 8.6 +3.0
ROSC Hartford Multifactor Small Cap ETF 0.6 34 13 8.6 +3.0
IUSG iShares Core S&P U.S. Growth ETF 0.6 4 43 4.7 -1.0
JHMD John Hancock Multifactor Developed International ETF 0.6 39 8 7.8 +2.2
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -32 4.6 -1.0
UMMA Wahed Dow Jones Islamic World ETF 0.5 65 -18 4.6 -1.0
HLGE Hartford Longevity Economy ETF 0.5 44 3 6.0 +0.4
EZU iShares MSCI Eurozone ETF 0.5 52 -5 6.6 +1.0
IMTM iShares MSCI Intl Momentum Factor ETF 0.5 30 17 6.3 +0.7
GDEF Goldman Sachs Defensive Equity ETF 0.5 55 -8 4.7 -0.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.5 39 8 4.1 -1.5
EES WisdomTree U.S. SmallCap Fund 0.5 38 9 9.1 +3.5
EFG iShares MSCI EAFE Growth ETF 0.5 36 11 4.5 -1.1
IVW iShares S&P 500 Growth ETF 0.5 18 29 4.5 -1.1
VOOG Vanguard S&P 500 Growth ETF 0.5 10 37 4.6 -1.0
SPYG SPDR Portfolio S&P 500 Growth ETF 0.5 4 43 4.6 -1.0
MOTI VanEck Morningstar International Moat ETF 0.5 58 -11 5.9 +0.3
ABCS Alpha Blue Capital US Small-Mid Cap Dynamic ETF 0.5 27 20 0.0 -5.6
BSCFX Baron Small Cap Retail 0.5 75 -28 3.5 -2.1
PSC Principal U.S. Small-Cap ETF 0.5 38 9 5.9 +0.3
XSMO Invesco S&P SmallCap Momentum ETF 0.5 39 8 6.8 +1.2
FFLC Fidelity Fundamental Large Cap Core ETF 0.5 38 9 4.8 -0.9
GSPY Gotham Enhanced 500 ETF 0.5 50 -3 5.2 -0.4
KRMA Global X Conscious Companies ETF 0.5 43 4 5.7 +0.1
RWL Invesco S&P 500 Revenue ETF 0.5 39 8 6.7 +1.1
WWJD Inspire International ETF 0.5 80 -33 7.3 +1.7
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.5 35 12 6.6 +1.0
FVD First Trust Value Line Dividend Index Fund 0.5 65 -18 6.3 +0.7
FKU First Trust United Kingdom AlphaDEX Fund 0.5 80 -33 8.5 +2.9
QUS SPDR MSCI USA StrategicFactors ETF 0.5 15 32 5.7 +0.1
DFE WisdomTree Europe SmallCap Dividend Fund 0.5 58 -11 10.7 +5.1
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.5 47 0 7.4 +1.8
IWF iShares Russell 1000 Growth ETF 0.5 19 28 4.5 -1.1
VONG Vanguard Russell 1000 Growth ETF 0.5 8 39 4.6 -1.1
CWI SPDR MSCI ACWI ex-US ETF 0.5 30 17 6.9 +1.3
IVLU iShares MSCI Intl Value Factor ETF 0.4 30 17 11.4 +5.8
FLEE Franklin FTSE Europe ETF 0.4 9 38 7.2 +1.6
FBCV Fidelity Blue Chip Value ETF 0.4 59 -12 7.0 +1.4
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.4 39 8 7.5 +1.9
OEF iShares S&P 100 ETF 0.4 20 27 4.8 -0.8
EWW iShares MSCI Mexico ETF 0.4 50 -3 13.2 +7.6
FID First Trust S&P International Dividend Aristocrats ETF 0.4 60 -13 9.0 +3.4
RPV Invesco S&P 500 Pure Value ETF 0.4 35 12 9.7 +4.1
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.4 25 22 9.6 +4.0
RFV Invesco S&P Midcap 400 Pure Value ETF 0.4 35 12 8.0 +2.4
SIXL ETC 6 Meridian Low Beta Equity ETF 0.4 80 -33 4.2 -1.4
EWJ iShares MSCI Japan ETF 0.4 50 -3 8.0 +2.4
IWY iShares Russell Top 200 Growth ETF 0.4 20 27 4.6 -1.0
EUDV ProShares MSCI Europe Dividend Growers ETF 0.4 55 -8 5.3 -0.3
IEV iShares Europe ETF 0.4 67 -20 6.6 +1.0
QWLD SPDR MSCI World StrategicFactors ETF 0.4 30 17 5.9 +0.3
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.4 30 17 5.4 -0.2
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.4 59 -12 11.3 +5.7
FLEU Franklin FTSE Eurozone ETF 0.4 9 38 7.3 +1.7
TMFX Motley Fool Next Index ETF 0.3 50 -3 2.8 -2.8
SCHG Schwab U.S. Large-Cap Growth ETF 0.3 4 43 4.2 -1.4
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.3 25 22 8.6 +3.0
FELV Fidelity Enhanced Large Cap Value ETF 0.3 18 29 6.4 +0.8
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 26 3.8 -1.8
AFMC First Trust Active Factor Mid Cap ETF 0.3 65 -18 6.9 +1.3
ENZL iShares MSCI New Zealand ETF 0.3 50 -3 3.7 -2.0
FLAX Franklin FTSE Asia Ex Japan ETF 0.3 19 28 6.9 +1.3
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.3 46 1 6.5 +0.9
IOO iShares Global 100 ETF 0.3 41 6 4.8 -0.8
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.3 70 -23 7.7 +2.1
RWK Invesco S&P MidCap 400 Revenue ETF 0.3 39 8 6.9 +1.3
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.3 12 35 7.2 +1.6
STXI Strive International Developed Markets ETF 0.3 29 18 6.9 +1.3
ROUS Hartford Multifactor US Equity ETF 0.3 19 28 6.5 +0.9
HELX Franklin Genomic Advancements ETF 0.3 50 -3 0.4 -5.3
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.3 30 17 7.3 +1.7
SMCP AlphaMark Actively Managed Small Cap ETF 0.3 90 -43 3.9 -1.7
MEM Matthews Emerging Markets Equity Active ETF 0.3 79 -32 5.4 -0.2
FEM First Trust Emerging Markets AlphaDEX Fund 0.3 80 -33 13.0 +7.4
FLN First Trust Latin America AlphaDEX Fund 0.3 80 -33 8.4 +2.8
EDIV SPDR S&P Emerging Markets Dividend ETF 0.3 49 -2 12.0 +6.4
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.3 25 22 7.2 +1.6
IJT iShares S&P Small-Cap 600 Growth ETF 0.3 18 29 5.8 +0.2
SLYG SPDR S&P 600 Small Cap Growth ETF 0.3 15 32 5.8 +0.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.3 15 32 5.8 +0.2
UEVM VictoryShares Emerging Markets Value Momentum ETF 0.3 45 2 12.3 +6.7
EEMD AAM S&P Emerging Markets High Dividend Value ETF 0.3 49 -2 16.1 +10.5
AFK VanEck Africa Index ETF 0.3 98 -51 9.1 +3.5
SVAL iShares US Small Cap Value Factor ETF 0.2 20 27 9.8 +4.2
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.2 70 -23 6.2 +0.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.2 19 28 6.2 +0.6
BBEU JPMorgan BetaBuilders Europe ETF 0.2 9 38 7.1 +1.5
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.2 47 0 9.4 +3.8
OALC OneAscent Large Cap Core ETF 0.2 86 -39 4.3 -1.3
FEUZ First Trust Eurozone AlphaDEX ETF 0.2 80 -33 6.7 +1.1
RODE Hartford Multifactor Diversified International ETF 0.2 29 18 11.8 +6.2
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.2 35 12 6.6 +1.0
IUS Invesco RAFI Strategic US ETF 0.2 19 28 6.8 +1.2
EWX SPDR S&P Emerging Markets Small Cap ETF 0.2 65 -18 8.2 +2.6
FBCG Fidelity Blue Chip Growth ETF 0.2 59 -12 2.8 -2.8
ANEW ProShares MSCI Transformational Changes ETF 0.2 45 2 3.6 -2.1
FNDF Schwab Fundamental International Large Co. Index ETF 0.2 25 22 9.9 +4.3
DEM WisdomTree Emerging Markets High Dividend Fund 0.2 63 -16 18.9 +13.3
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.2 58 -11 10.2 +4.6
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.2 35 12 5.9 +0.3
GVLU Gotham 1000 Value ETF 0.2 50 -3 7.4 +1.8
IEDI iShares U.S. Consumer Focused ETF 0.2 18 29 5.1 -0.5
FDEM Fidelity Emerging Markets Multifactor ETF 0.1 25 22 12.3 +6.7
VUSE Vident U.S. Equity Strategy ETF 0.1 50 -3 4.4 -1.3
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.1 80 -33 10.8 +5.2
IWC iShares Micro-Cap ETF 0.1 60 -13 -4.9 -10.5
XCEM Columbia EM Core ex-China ETF 0.1 16 31 7.7 +2.1
HAPS Harbor Human Capital Factor US Small Cap ETF 0.1 60 -13 2.4 -3.3
SQEW LeaderShares Equity Skew ETF 0.1 81 -34 3.9 -1.7
XCNY SPDR S&P Emerging Markets ex-China ETF 0.1 15 32 6.3 +0.7
DOL WisdomTree International LargeCap Dividend Fund 0.1 48 -1 7.9 +2.3
PXH Invesco FTSE RAFI Emerging Markets ETF 0.1 49 -2 12.2 +6.6
EMXF iShares ESG Advanced MSCI EM ETF 0.1 16 31 6.8 +1.2
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 38 7.5 +1.9
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 0.1 44 3 10.6 +5.0
RNEM First Trust Emerging Markets Equity Select ETF 0.1 75 -28 7.6 +2.0
VWO Vanguard FTSE Emerging Markets ETF 0.1 8 39 6.9 +1.3
EWN iShares MSCI Netherlands ETF 0.1 50 -3 5.1 -0.5
SCHE Schwab Emerging Markets Equity ETF 0.1 11 36 7.1 +1.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 22 5.6 +0.0
EMXC iShares MSCI Emerging Markets ex China ETF 0.1 25 22 6.7 +1.1
PKW Invesco Buyback Achievers ETF 0.0 62 -15 6.4 +0.8
EEM iShares MSCI Emerging Markets ETF 0.0 69 -22 6.9 +1.3
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 -19 10.0 +4.4
BKEM BNY Mellon Emerging Markets Equity ETF 0.0 11 36 8.4 +2.8
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.0 45 2 11.0 +5.4
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.0 36 11 7.8 +2.2
XC WisdomTree Emerging Markets Ex-China Fund 0.0 32 15 6.0 +0.4
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.0 50 -3 13.0 +7.4
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.0 33 14 8.2 +2.6
IMFL Invesco International Developed Dynamic Multifactor ETF 0.0 34 13 5.9 +0.3
EIRL iShares MSCI Ireland ETF 0.0 50 -3 7.1 +1.5
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 40 7.3 +1.7
IWO iShares Russell 2000 Growth ETF 0.0 24 23 0.6 -5.1
VTWG Vanguard Russell 2000 Growth ETF 0.0 15 32 0.7 -4.9
TEQI T. Rowe Price Equity Income ETF 0.0 54 -7 3.8 -1.8
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 -3 4.8 -0.8
FELC Fidelity Enhanced Large Cap Core ETF 0.0 18 29 5.3 -0.3

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%.

Content on this tab for subscribers only**

RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
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

Content on this tab for subscribers only

VALUATION METRICS
  2023 2024E 2025E
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:

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 9.6 %
Divided by: Fwd. P/BV 1.6 x
Less: Expense ratio 47 bp
Equals: ALTAR Score 5.6 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.61 CATEGORY
AVERAGE		 1.57
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.