Vert Global Sustainable Real Estate ETF
ALTAR
Score™		 7.3% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 12.9x P/Sales
ratio		 7.1x
P/BV
ratio		 1.6x Div.
yield		 4.1%


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

FUND BASICS
Category US Equities
Fund Sponsor Vert
Website vertfunds.com/fund-information/
Inception date Oct 31, 2017
Assets (mns) $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 141
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 5.2 %
AMERICAN TOWER CORP-CL A 4.9 %
WELLTOWER, INC. 4.9 %
SIMON PROPERTY GROUP INC 4.8 %
GOODMAN GROUP 4.8 %
PROLOGIS INC 4.7 %
EQUINIX INC 4.5 %
EXTRA SPACE STORAGE INC 3.3 %
IRON MOUNTAIN INC 3.2 %
AVALONBAY COMMUNITIES INC 3.1 %
Total 43.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 66.3 %
AUSTRALIA 9.8 %
JAPAN 6.8 %
BRITAIN 5.0 %
SINGAPORE 2.7 %
FRANCE 2.1 %
BELGIUM 1.5 %
NETHERLANDS 1.3 %
CANADA 0.8 %
SPAIN 0.8 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
3.4% 9.1% -- -- 9.3%

Market Correlations
versus... Beta R-squared
S&P500 0.78 42%
MSCI EAFE 0.73 38%
MSCI Emg. Mkts. 0.75 26%

Technical Indicators
Recent close $10.48
30d moving avg. $10.46
Annualized volatility 14.6%
Short interest (ETF) 0.1%
Relative strength (RSI) 52

Liquidity measures
Avg. volume (thou.) 90
Turnover 0.2%
Bid/Ask (% of price) 0.00%
ADV underlying (mns) $3,821

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 699 potential alternatives to the Vert Global Sustainable Real Estate ETF ETF based on the alternatives' overlap in portfolio holdings with VGSR. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: VGSR Expense: 47 bp ALTAR Score™: 7.3%


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 62.5 14 33 7.6 +0.3
DFGR Dimensional Global Real Estate ETF 62.2 22 25 7.5 +0.1
AVRE Avantis Real Estate ETF 61.5 17 30 7.1 -0.2
RWO SPDR Dow Jones Global Real Estate ETF 58.1 50 -3 7.1 -0.3
ERET iShares Environmentally Aware Real Estate ETF 56.1 30 17 7.4 +0.1
RWR SPDR Dow Jones REIT ETF 55.9 25 22 7.6 +0.3
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 55.7 11 36 8.0 +0.6
DFAR Dimensional US Real Estate ETF 55.3 19 28 8.0 +0.7
ICF iShares Cohen & Steers REIT ETF 55.2 33 14 7.8 +0.4
USRT iShares Core U.S. REIT ETF 55.1 8 39 7.8 +0.5
FRI First Trust S&P REIT Index Fund 54.1 50 -3 7.5 +0.2
XLRE Real Estate Select Sector SPDR Fund 53.6 8 39 7.5 +0.2
SCHH Schwab U.S. REIT ETF 53.4 7 40 8.1 +0.7
IYR iShares U.S. Real Estate ETF 51.6 40 7 7.4 +0.1
FREL Fidelity MSCI Real Estate Index ETF 51.2 8 39 7.6 +0.3
VNQ Vanguard Real Estate ETF 50.5 13 34 7.5 +0.2
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 47.5 40 7 7.7 +0.4
PSR Invesco Active U.S. Real Estate Fund 45.3 35 12 7.9 +0.6
PPTY US Diversified Real Estate ETF 42.6 53 -6 7.9 +0.5
GQRE FlexShares Global Quality Real Estate Index Fund 41.2 45 2 7.8 +0.5
JPRE JPMorgan Realty Income ETF 40.2 50 -3 7.6 +0.3
FPRO Fidelity Real Estate Investment ETF 36.6 59 -12 6.5 -0.8
IVRA Invesco Real Assets ESG ETF 32.1 59 -12 6.2 -1.1
IFGL iShares International Developed Real Estate ETF 30.6 48 -1 7.0 -0.3
JRE Janus Henderson U.S. Real Estate ETF 30.2 65 -18 7.7 +0.3
RITA ETFB Green SRI REITs ETF 30.1 50 -3 6.5 -0.9
VNQI Vanguard Global ex-U.S. Real Estate ETF 29.8 12 35 7.9 +0.6
IQRA IQ CBRE Real Assets ETF 29.1 65 -18 5.8 -1.6
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 29.1 10 37 8.1 +0.8
SPRE SP Funds S&P Global REIT Sharia ETF 28.3 55 -8 6.0 -1.3
BYRE Principal Real Estate Active Opportunities ETF 26.4 65 -18 6.4 -0.9
REZ iShares Residential and Multisector Real Estate ETF 25.9 48 -1 6.5 -0.9
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 25.6 60 -13 5.9 -1.4
RWX SPDR Dow Jones International Real Estate ETF 23.2 59 -12 7.0 -0.4
BLLD JPMorgan Sustainable Infrastructure ETF 22.2 49 -2 6.1 -1.3
IRET iREIT - MarketVector Quality REIT Index ETF 21.8 60 -13 7.6 +0.3
REAI Intelligent Real Estate ETF 20.9 59 -12 14.7 +7.4
HAUS Residential REIT ETF 20.2 60 -13 5.3 -2.0
SRVR Pacer Data & Infrastructure Real Estate ETF 17.9 55 -8 3.7 -3.6
NURE Nuveen Short-Term REIT ETF 17.0 35 12 7.9 +0.5
SPYD SPDR Portfolio S&P 500 High Dividend ETF 15.6 7 40 10.0 +2.7
DESK VanEck Office and Commercial REIT ETF 15.3 50 -3 12.9 +5.6
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 14.7 41 6 5.5 -1.9
DTCR Global X Data Center & Digital Infrastructure ETF 14.7 50 -3 4.4 -3.0
HOMZ Hoya Capital Housing ETF 12.9 30 17 8.8 +1.5
INDS Pacer Industrial Real Estate ETF 12.9 55 -8 6.7 -0.7
ERTH Invesco MSCI Sustainable Future ETF 12.7 62 -15 3.6 -3.7
BLDG Cambria Global Real Estate ETF 12.4 60 -13 12.0 +4.7
BIBL Inspire 100 ETF 12.3 35 12 5.2 -2.1
CZA Invesco Zacks Mid-Cap ETF 10.3 72 -25 6.5 -0.9
RDOG ALPS REIT Dividend Dogs ETF 9.8 35 12 9.4 +2.1
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 8.9 30 17 8.9 +1.6
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 8.6 60 -13 7.0 -0.4
ABLD Abacus FCF Real Assets Leaders ETF 8.5 69 -22 7.0 -0.3
MBCC Monarch Blue Chips Core ETF 8.3 125 -78 4.0 -3.3
VRAI Virtus Real Asset Income ETF 8.1 55 -8 10.5 +3.2
ULVM VictoryShares US Value Momentum ETF 7.9 20 27 7.4 +0.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 7.3 25 22 5.3 -2.0
SPLV Invesco S&P 500 Low Volatility ETF 7.3 25 22 5.3 -2.1
NUDV Nuveen ESG Dividend ETF 7.1 26 21 7.6 +0.3
SDG iShares MSCI Global Sustainable Development Goals ETF 7.0 49 -2 6.2 -1.1
FCLD Fidelity Cloud Computing ETF 6.9 39 8 3.1 -4.2
NUMV Nuveen ESG Mid-Cap Value ETF 6.9 31 16 7.1 -0.3
NZUS SPDR MSCI USA Climate Paris Aligned ETF 6.7 10 37 4.4 -2.9
IDLV Invesco S&P International Developed Low Volatility ETF 6.7 25 22 6.5 -0.9
SPDV AAM S&P 500 High Dividend Value ETF 6.6 29 18 10.8 +3.4
DIVG Invesco S&P 500 High Dividend Growers ETF 6.5 39 8 8.5 +1.1
ICAP InfraCap Equity Income Fund ETF 6.5 171 -124 6.8 -0.6
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 6.5 60 -13 4.8 -2.6
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 6.4 27 20 7.0 -0.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 6.3 10 37 4.4 -2.9
DEW WisdomTree Global High Dividend Fund 6.2 58 -11 8.7 +1.3
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 5.8 60 -13 9.0 +1.7
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.7 20 27 6.3 -1.0
FLAU Franklin FTSE Australia ETF 5.7 9 38 6.2 -1.2
EWA iShares MSCI Australia ETF 5.6 50 -3 5.8 -1.5
FMET Fidelity Metaverse ETF 5.5 39 8 4.8 -2.5
AGNG Global X Aging Population ETF 5.5 50 -3 4.9 -2.5
TMFG Motley Fool Global Opportunities ETF 5.4 85 -38 3.9 -3.4
IQSM IQ Candriam U.S. Mid Cap Equity ETF 5.3 15 32 6.1 -1.2
SCJ iShares MSCI Japan Small-Cap ETF 5.2 50 -3 6.7 -0.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 5.0 12 35 5.2 -2.1
VOE Vanguard Mid-Cap Value ETF 5.0 7 40 7.8 +0.5
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 5.0 19 28 6.0 -1.4
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5.0 24 23 8.2 +0.9
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 4.9 46 1 5.6 -1.7
FDCF Fidelity Disruptive Communications ETF 4.9 50 -3 3.0 -4.4
PY Principal Value ETF 4.7 15 32 7.3 0.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.6 18 29 7.8 +0.4
IWS iShares Russell Mid-Cap Value ETF 4.6 23 24 6.8 -0.5
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 4.6 80 -33 5.5 -1.8
PFI Invesco Dorsey Wright Financial Momentum ETF 4.6 60 -13 6.5 -0.8
TBG TBG Dividend Focus ETF 4.6 59 -12 7.9 +0.5
PTL Inspire 500 ETF 4.5 9 38 5.4 -1.9
BWEB Bitwise Web3 ETF 4.5 85 -38 0.0 -7.3
EPP iShares MSCI Pacific ex-Japan ETF 4.5 47 0 5.4 -1.9
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 4.4 12 35 5.7 -1.6
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 4.3 12 35 6.1 -1.2
SCZ iShares MSCI EAFE Small-Cap ETF 4.3 40 7 7.0 -0.4
ONEY SPDR Russell 1000 Yield Focus ETF 4.3 20 27 9.6 +2.3
JPIN J.P. Morgan Diversified Return International Equity ETF 4.3 37 10 8.5 +1.2
RIET Hoya Capital High Dividend Yield ETF 4.3 50 -3 44.6 +37.3
KNCT Invesco Next Gen Connectivity ETF 4.2 40 7 4.9 -2.4
BLES Inspire Global Hope ETF 4.1 61 -14 6.8 -0.6
MILN Global X Millennial Consumer ETF 4.1 50 -3 3.6 -3.7
RSP Invesco S&P 500 Equal Weight ETF 4.1 20 27 6.4 -0.9
FDVV Fidelity High Dividend ETF 4.0 15 32 7.8 +0.5
WCEO Hypatia Women CEO ETF 4.0 85 -38 4.4 -3.0
FLDZ RiverNorth Patriot ETF 4.0 75 -28 6.1 -1.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 4.0 60 -13 5.2 -2.1
IGPT Invesco AI and Next Gen Software ETF 4.0 60 -13 4.2 -3.1
DWX SPDR S&P International Dividend ETF 4.0 45 2 6.2 -1.2
CLOU Global X Cloud Computing ETF 4.0 68 -21 2.2 -5.2
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 4.0 58 -11 9.0 +1.6
EQAL Invesco Russell 1000 Equal Weight ETF 4.0 20 27 7.0 -0.4
DON WisdomTree U.S. MidCap Dividend Fund 3.9 38 9 8.9 +1.5
SWP SWP Growth & Income ETF 3.9 99 -52 4.3 -3.1
VO Vanguard Mid-Cap ETF 3.9 4 43 5.8 -1.5
SNPV Xtrackers S&P 500 Value ESG ETF 3.8 15 32 6.8 -0.5
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.8 39 8 12.1 +4.8
DIM WisdomTree International MidCap Dividend Fund 3.8 58 -11 7.6 +0.2
TXS Texas Capital Texas Equity Index ETF 3.8 49 -2 5.7 -1.7
JAVA JPMorgan Active Value ETF 3.8 44 3 6.4 -1.0
FMDE Fidelity Enhanced Mid Cap ETF 3.7 23 24 5.8 -1.6
YLDE ClearBridge Dividend Strategy ESG ETF 3.7 60 -13 5.8 -1.6
DLN WisdomTree U.S. LargeCap Dividend Fund 3.7 28 19 6.0 -1.3
SIZE iShares MSCI USA Size Factor ETF 3.6 15 32 5.8 -1.5
IEUS iShares MSCI Europe Small-Cap ETF 3.6 42 5 7.2 -0.1
IWR iShares Russell Midcap ETF 3.6 19 28 5.9 -1.5
EUSA iShares MSCI USA Equal Weighted ETF 3.6 9 38 6.1 -1.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.5 15 32 7.5 +0.2
DEMZ Democratic Large Cap Core ETF 3.5 45 2 4.5 -2.8
NXTG First Trust Indxx NextG ETF 3.5 70 -23 5.3 -2.1
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 3.5 49 -2 6.9 -0.4
NULV Nuveen ESG Large-Cap Value ETF 3.5 26 21 6.3 -1.1
IMCV iShares Morningstar Mid-Cap Value ETF 3.5 6 41 8.2 +0.9
BEEZ Honeytree U.S. Equity ETF 3.4 64 -17 3.9 -3.5
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.4 29 18 6.2 -1.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 3.4 10 37 5.3 -2.1
QUVU Hartford Quality Value ETF 3.4 46 1 7.2 -0.1
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 3.4 47 0 5.8 -1.6
INRO iShares U.S. Industry Rotation Active ETF 3.4 42 5 4.7 -2.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.3 4 43 6.2 -1.1
MAGA Point Bridge America First ETF 3.3 72 -25 6.1 -1.3
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.3 55 -8 4.2 -3.1
QDF FlexShares Quality Dividend Index Fund 3.2 37 10 6.4 -1.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.2 65 -18 3.5 -3.8
RCGE RockCreek Global Equality ETF 3.2 95 -48 6.3 -1.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.2 9 38 6.1 -1.3
ISCF iShares International SmallCap Equity Factor ETF 3.2 23 24 8.4 +1.0
DTD WisdomTree U.S. Total Dividend Fund 3.2 28 19 6.4 -1.0
USXF iShares ESG Advanced MSCI USA ETF 3.1 10 37 4.6 -2.7
IMCB iShares Morningstar Mid-Cap ETF 3.1 4 43 6.0 -1.3
NIXT Research Affiliates Deletions ETF 3.0 9 38 8.9 +1.5
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 3.0 65 -18 -1.3 -8.6
VBR Vanguard Small Cap Value ETF 3.0 7 40 9.2 +1.9
DVND Touchstone Dividend Select ETF 3.0 67 -20 5.7 -1.6
DHS WisdomTree U.S. High Dividend Fund 2.9 38 9 8.2 +0.8
STXM Strive Mid-Cap ETF 2.9 18 29 6.4 -0.9
SCHM Schwab U.S. Mid-Cap ETF 2.9 4 43 6.8 -0.5
EVUS iShares ESG Aware MSCI USA Value ETF 2.9 18 29 6.8 -0.6
VEGN US Vegan Climate ETF 2.9 60 -13 4.5 -2.9
HAPY Harbor Human Capital Factor Unconstrained ETF 2.9 50 -3 5.6 -1.7
RBLD First Trust Alerian US NextGen Infrastructure ETF 2.8 65 -18 5.0 -2.3
GVUS Marketbeta Russell 1000 Value Equity ETF 2.8 12 35 6.6 -0.7
DIVL Madison Dividend Value ETF 2.8 65 -18 6.0 -1.3
SCHV Schwab U.S. Large-Cap Value ETF 2.8 4 43 6.8 -0.6
EWUS iShares MSCI United Kingdom Small Cap ETF 2.8 59 -12 7.4 +0.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.8 15 32 8.1 +0.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.8 9 38 4.9 -2.4
ISCV iShares Morningstar Small Cap Value ETF 2.8 6 41 9.4 +2.1
CHGX AXS Change Finance ESG ETF 2.7 49 -2 4.8 -2.5
JHMM John Hancock Multifactor Mid Cap ETF 2.7 42 5 6.5 -0.8
XMLV Invesco S&P MidCap Low Volatility ETF 2.7 25 22 7.6 +0.2
IMCG iShares Morningstar Mid-Cap Growth ETF 2.7 6 41 4.1 -3.3
QDEF FlexShares Quality Dividend Defensive Index Fund 2.6 37 10 6.2 -1.2
FNDC Schwab Fundamental International Small Co. Index ETF 2.6 39 8 5.9 -1.5
PSCF Invesco S&P SmallCap Financials ETF 2.6 29 18 9.5 +2.2
IDAT iShares Future Cloud 5G and Tech ETF 2.6 47 0 4.7 -2.6
VONV Vanguard Russell 1000 Value ETF 2.6 7 40 6.6 -0.7
IWD iShares Russell 1000 Value ETF 2.6 19 28 6.5 -0.9
IJJ iShares S&P Mid-Cap 400 Value ETF 2.6 18 29 8.9 +1.6
FNDA Schwab Fundamental US Small Co. Index ETF 2.6 25 22 8.0 +0.6
SCHC Schwab International Small-Cap Equity ETF 2.6 11 36 6.8 -0.6
MDYV SPDR S&P 400 Mid Cap Value ETF 2.6 15 32 8.9 +1.6
FSMD Fidelity Small-Mid Multifactor ETF 2.6 15 32 7.2 -0.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.5 18 29 5.8 -1.6
VOT Vanguard Mid-Cap Growth ETF 2.5 7 40 3.5 -3.8
SIXG Defiance Connective Technologies ETF 2.5 30 17 3.9 -3.5
BEEX BeeHive ETF 2.5 84 -37 4.3 -3.0
RJMG FT Raymond James Multicap Growth Equity ETF 2.5 85 -38 2.2 -5.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.5 10 37 8.9 +1.6
FVD First Trust Value Line Dividend Index Fund 2.4 65 -18 6.3 -1.0
FCPI Fidelity Stocks for Inflation ETF 2.4 15 32 7.6 +0.3
WDIV SPDR S&P Global Dividend ETF 2.4 40 7 9.5 +2.2
VB Vanguard Small-Cap ETF 2.4 5 42 6.2 -1.1
GURU Global X Guru Index ETF 2.4 75 -28 3.5 -3.9
CGDG Capital Group Dividend Growers ETF 2.4 47 0 6.2 -1.2
IPAC iShares Core MSCI Pacific ETF 2.4 9 38 6.7 -0.6
SSPY Syntax Stratified LargeCap ETF 2.4 30 17 6.7 -0.7
SHUS Syntax Stratified U.S. Total Market Hedged ETF 2.4 65 -18 6.4 -1.0
SRET Global X SuperDividend REIT ETF 2.3 59 -12 12.1 +4.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.3 35 12 6.1 -1.2
DSI iShares MSCI KLD 400 Social ETF 2.3 25 22 4.9 -2.4
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.3 30 17 8.3 +1.0
RFFC ALPS Active Equity Opportunity ETF 2.3 48 -1 4.5 -2.9
STXV Strive 1000 Value ETF 2.3 18 29 8.1 +0.8
AFLG First Trust Active Factor Large Cap ETF 2.3 55 -8 6.2 -1.2
FELV Fidelity Enhanced Large Cap Value ETF 2.3 18 29 6.8 -0.5
FTC First Trust Large Cap Growth AlphaDEX Fund 2.3 59 -12 2.8 -4.5
SPXT ProShares S&P 500 Ex-Technology ETF 2.2 9 38 5.6 -1.7
SDY SPDR S&P Dividend ETF 2.2 35 12 6.7 -0.7
SFYX SoFi Next 500 ETF 2.2 0 47 6.0 -1.4
GLBL Pacer MSCI World Industry Advantage ETF 2.2 65 -18 4.2 -3.1
DTH WisdomTree International High Dividend Fund 2.2 58 -11 8.9 +1.6
XDAT Franklin Exponential Data ETF 2.2 50 -3 2.1 -5.3
IUSV iShares Core S&P US Value ETF 2.2 4 43 6.5 -0.8
SUSA iShares MSCI USA ESG Select ETF 2.1 25 22 4.9 -2.5
IVE iShares S&P 500 Value ETF 2.1 18 29 6.3 -1.1
SPYV SPDR Portfolio S&P 500 Value ETF 2.1 4 43 6.4 -0.9
VOOV Vanguard S&P 500 Value ETF 2.1 7 40 6.4 -1.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.1 80 -33 8.1 +0.8
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.1 15 32 8.0 +0.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.1 15 32 5.0 -2.4
VPL Vanguard FTSE Pacific ETF 2.1 7 40 7.1 -0.2
NULC Nuveen ESG Large-Cap ETF 2.1 21 26 4.8 -2.5
FDMO Fidelity Momentum Factor ETF 2.1 15 32 3.8 -3.5
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.0 19 28 5.2 -2.1
KLMN Invesco MSCI North America Climate ETF 2.0 9 38 5.1 -2.2
XMAG Defiance Large Cap ex-Mag 7 ETF 2.0 35 12 5.2 -2.2
JHDV John Hancock U.S. High Dividend ETF 2.0 34 13 6.7 -0.7
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 22 6.0 -1.4
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.0 29 18 8.7 +1.4
IWN iShares Russell 2000 Value ETF 2.0 24 23 7.8 +0.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.0 24 23 7.9 +0.6
VTWV Vanguard Russell 2000 Value ETF 2.0 10 37 7.9 +0.5
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.9 40 7 3.5 -3.8
STXK Strive Small-Cap ETF 1.9 18 29 6.2 -1.1
SNPE Xtrackers S&P 500 ESG ETF 1.9 10 37 5.2 -2.2
ISCB iShares Morningstar Small-Cap ETF 1.9 4 43 6.2 -1.1
HAPI Harbor Human Capital Factor US Large Cap ETF 1.9 36 11 4.9 -2.5
XJH iShares ESG Screened S&P Mid-Cap ETF 1.9 12 35 7.2 -0.1
ADIV SmartETFs Asia Pacific Dividend Builder ETF 1.9 78 -31 9.4 +2.0
EWS iShares MSCI Singapore ETF 1.9 50 -3 5.3 -2.0
DIVB iShares Core Dividend ETF 1.9 5 42 7.6 +0.3
UDI USCF Dividend Income Fund 1.9 65 -18 8.2 +0.8
JEPI JPMorgan Equity Premium Income ETF 1.9 35 12 5.5 -1.8
INTF iShares International Equity Factor ETF 1.9 15 32 7.8 +0.5
CVY Invesco Zacks Multi-Asset Income ETF 1.9 106 -59 11.9 +4.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.9 10 37 5.1 -2.3
STXD Strive 1000 Dividend Growth ETF 1.9 35 12 4.9 -2.5
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.9 17 30 5.9 -1.4
VTV Vanguard Value ETF 1.9 4 43 6.9 -0.4
GWX SPDR S&P International Small Cap ETF 1.8 40 7 6.3 -1.1
LRGC AB US Large Cap Strategic Equities ETF 1.8 48 -1 4.5 -2.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.8 15 32 7.5 +0.2
KLMT Invesco MSCI Global Climate 500 ETF 1.8 10 37 5.9 -1.5
JMOM JPMorgan U.S. Momentum Factor ETF 1.8 12 35 4.5 -2.8
SMLF iShares U.S. SmallCap Equity Factor ETF 1.8 15 32 6.3 -1.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.8 20 27 5.1 -2.2
POWA Invesco Bloomberg Pricing Power ETF 1.8 40 7 5.7 -1.7
XJR iShares ESG Screened S&P Small-Cap ETF 1.8 12 35 7.5 +0.2
NUMG Nuveen ESG Mid-Cap Growth ETF 1.8 31 16 2.5 -4.8
MDY SPDR S&P Midcap 400 ETF Trust 1.8 24 23 7.3 -0.0
IJH iShares Core S&P Mid-Cap ETF 1.8 5 42 7.5 +0.2
SMMD iShares Russell 2500 ETF 1.8 15 32 6.4 -0.9
LRGE ClearBridge Large Cap Growth ESG ETF 1.8 59 -12 3.9 -3.5
FEP First Trust Europe AlphaDEX Fund 1.8 80 -33 9.3 +2.0
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 1.8 8 39 6.8 -0.5
ESIX SPDR S&P SmallCap 600 ESG ETF 1.8 12 35 8.2 +0.9
SPXV ProShares S&P 500 Ex-Health Care ETF 1.8 9 38 4.8 -2.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.7 7 40 5.1 -2.2
ISMD Inspire Small/Mid Cap ETF 1.7 54 -7 6.1 -1.3
DSPY Tema S&P 500 Historical Weight ETF 1.7 18 29 5.2 -2.1
SUSL iShares ESG MSCI USA Leaders ETF 1.7 10 37 5.0 -2.3
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.7 3 44 7.5 +0.2
IVOO Vanguard S&P Mid-Cap 400 ETF 1.7 7 40 7.4 +0.1
CVAR Cultivar ETF 1.7 87 -40 6.8 -0.5
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.7 8 39 5.1 -2.3
XSLV Invesco S&P SmallCap Low Volatility ETF 1.7 25 22 7.5 +0.1
WOMN Impact Shares YWCA Women's Empowerment ETF 1.7 75 -28 5.3 -2.1
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.7 55 -8 10.3 +3.0
IJR iShares Core S&P Small Cap ETF 1.7 6 41 7.9 +0.5
FOVL iShares Focused Value Factor ETF 1.7 25 22 10.0 +2.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.7 9 38 4.5 -2.8
PRXV Praxis Impact Large Cap Value ETF 1.7 36 11 6.6 -0.8
ESGV Vanguard ESG U.S. Stock ETF 1.7 9 38 4.8 -2.5
ZECP Zacks Earnings Consistent Portfolio ETF 1.7 55 -8 4.8 -2.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.7 64 -17 2.4 -5.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.7 14 33 5.0 -2.3
VBK Vanguard Small-Cap Growth ETF 1.7 7 40 1.9 -5.4
QLC FlexShares US Quality Large Cap Index Fund 1.7 25 22 5.5 -1.8
IJS iShares S&P Small-Cap 600 Value ETF 1.7 18 29 10.2 +2.8
JOET Virtus Terranova US Quality Momentum ETF 1.7 29 18 4.7 -2.6
SHE SPDR MSCI USA Gender Diversity ETF 1.6 20 27 5.0 -2.3
PRF Invesco FTSE RAFI US 1000 ETF 1.6 39 8 6.9 -0.5
ILCV iShares Morningstar Value ETF 1.6 4 43 6.7 -0.7
FLV American Century Focused Large Cap Value ETF 1.6 42 5 6.7 -0.6
REVS Columbia Research Enhanced Value ETF 1.6 19 28 7.7 +0.4
VIOO Vanguard S&P Small-Cap 600 ETF 1.6 7 40 7.8 +0.5
YOKE Yoke Core ETF 1.6 42 5 4.5 -2.9
MBOX Freedom Day Dividend ETF 1.6 39 8 7.6 +0.2
DMXF iShares ESG Advanced MSCI EAFE ETF 1.6 12 35 5.5 -1.8
ADME Aptus Drawdown Managed Equity ETF 1.6 79 -32 4.2 -3.1
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.6 12 35 4.6 -2.7
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.6 3 44 7.9 +0.6
PRAY FIS Christian Stock Fund 1.6 69 -22 5.0 -2.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.6 39 8 6.1 -1.3
SLYV SPDR S&P 600 Small Cap Value ETF 1.6 15 32 10.2 +2.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.6 10 37 10.2 +2.9
JHML John Hancock Multifactor Large Cap ETF 1.6 29 18 5.4 -1.9
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.6 25 22 8.1 +0.7
SCHA Schwab U.S. Small-Cap ETF 1.6 4 43 6.3 -1.1
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.6 60 -13 9.7 +2.4
SPXE ProShares S&P 500 Ex-Energy ETF 1.6 9 38 4.9 -2.4
ETHO Etho Climate Leadership U.S. ETF 1.6 47 0 5.4 -1.9
IWX iShares Russell Top 200 Value ETF 1.6 20 27 6.3 -1.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.6 11 36 5.0 -2.4
XVV iShares ESG Screened S&P 500 ETF 1.6 8 39 4.9 -2.4
FEX First Trust Large Cap Core AlphaDEX Fund 1.6 59 -12 6.0 -1.3
FID First Trust S&P International Dividend Aristocrats ETF 1.5 60 -13 8.1 +0.8
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.5 20 27 7.7 +0.4
BDIV AAM Brentview Dividend Growth ETF 1.5 49 -2 4.6 -2.7
ESGU iShares ESG Aware MSCI USA ETF 1.5 15 32 4.9 -2.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.5 2 45 5.0 -2.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.5 7 40 6.2 -1.1
FQAL Fidelity Quality Factor ETF 1.5 15 32 5.7 -1.6
LRGF iShares U.S. Equity Factor ETF 1.5 8 39 5.6 -1.8
HDUS Hartford Disciplined US Equity ETF 1.5 19 28 5.8 -1.5
BKSE BNY Mellon US Small Cap Core Equity ETF 1.5 4 43 6.2 -1.2
EWK iShares MSCI Belgium ETF 1.5 50 -3 4.5 -2.8
IETC iShares U.S. Tech Independence Focused ETF 1.5 18 29 3.8 -3.5
NUSC Nuveen ESG Small-Cap ETF 1.5 31 16 5.5 -1.9
FUNL CornerCap Fundametrics Large-Cap ETF 1.5 50 -3 7.3 0.0
BKLC BNY Mellon US Large Cap Core Equity ETF 1.5 0 47 5.0 -2.3
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.4 20 27 4.8 -2.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.4 20 27 5.8 -1.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.4 7 40 4.9 -2.4
CAML Congress Large Cap Growth ETF 1.4 66 -19 3.3 -4.1
CATH Global X S&P 500 Catholic Values Custom ETF 1.4 29 18 4.8 -2.5
HGRO Hedgeye Quality Growth ETF 1.4 70 -23 3.3 -4.0
IVV iShares Core S&P 500 ETF 1.4 3 44 5.0 -2.3
SPY SPDR S&P 500 ETF Trust 1.4 9 38 5.0 -2.4
SPLG SPDR Portfolio S&P 500 ETF 1.4 2 45 5.1 -2.3
IWB iShares Russell 1000 ETF 1.4 15 32 4.9 -2.4
VONE Vanguard Russell 1000 ETF 1.4 7 40 5.0 -2.3
VTI Vanguard Total Stock Market ETF 1.4 3 44 5.0 -2.4
VOO Vanguard S&P 500 ETF 1.4 3 44 5.1 -2.3
RAFE PIMCO RAFI ESG U.S. ETF 1.4 29 18 7.2 -0.1
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.4 3 44 5.2 -2.1
RFDI First Trust Riverfront Dynamic Developed International ETF 1.4 83 -36 9.7 +2.4
QVML Invesco S&P 500 QVM Multi-factor ETF 1.4 11 36 5.1 -2.2
IWV iShares Russell 3000 ETF 1.4 20 27 4.9 -2.5
VTHR Vanguard Russell 3000 ETF 1.4 7 40 5.0 -2.4
PBUS Invesco MSCI USA ETF 1.4 4 43 5.0 -2.4
IYY iShares Dow Jones U.S. ETF 1.4 20 27 4.9 -2.5
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.4 70 -23 3.1 -4.3
SCHB Schwab U.S. Broad Market ETF 1.4 3 44 5.1 -2.2
FNX First Trust Mid Cap Core AlphaDEX Fund 1.4 60 -13 7.7 +0.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.4 3 44 5.0 -2.3
VOTE TCW Transform 500 ETF 1.4 5 42 5.0 -2.4
SCHK Schwab 1000 Index ETF 1.4 5 42 5.1 -2.2
SCHX Schwab U.S. Large-Cap ETF 1.4 3 44 5.1 -2.3
ACVF American Conservative Values ETF 1.4 75 -28 4.4 -3.0
DEUS Xtrackers Russell US Multifactor ETF 1.4 17 30 7.0 -0.3
KOKU Xtrackers MSCI Kokusai Equity ETF 1.4 9 38 5.3 -2.1
QUAL iShares MSCI USA Quality Factor ETF 1.4 15 32 5.3 -2.1
FDLO Fidelity Low Volatility Factor ETF 1.4 15 32 5.4 -1.9
VLU SPDR S&P 1500 Value Tilt ETF 1.4 12 35 7.6 +0.2
RECS Columbia Research Enhanced Core ETF 1.4 15 32 5.8 -1.5
FESM Fidelity Enhanced Small Cap ETF 1.4 28 19 7.8 +0.5
GOP Unusual Whales Subversive Republican Trading ETF 1.3 50 -3 5.8 -1.5
ILCB iShares Morningstar U.S. Equity ETF 1.3 3 44 5.0 -2.4
IJT iShares S&P Small-Cap 600 Growth ETF 1.3 18 29 5.6 -1.7
VV Vanguard Large-Cap ETF 1.3 4 43 4.9 -2.4
JHSC John Hancock Multifactor Small Cap ETF 1.3 42 5 6.8 -0.5
JPEF JPMorgan Equity Focus ETF 1.3 50 -3 4.3 -3.0
IEFA iShares Core MSCI EAFE ETF 1.3 7 40 7.2 -0.2
EWQ iShares MSCI France ETF 1.3 53 -6 7.1 -0.2
SPVM Invesco S&P 500 Value with Momentum ETF 1.3 39 8 8.3 +1.0
SLYG SPDR S&P 600 Small Cap Growth ETF 1.3 15 32 5.7 -1.7
STRV Strive 500 ETF 1.3 5 42 4.9 -2.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.3 10 37 5.7 -1.6
EUDV ProShares MSCI Europe Dividend Growers ETF 1.3 55 -8 5.8 -1.5
FEUZ First Trust Eurozone AlphaDEX ETF 1.3 80 -33 9.1 +1.8
JQUA JPMorgan U.S. Quality Factor ETF 1.3 12 35 5.9 -1.4
BGIG Bahl & Gaynor Income Growth ETF 1.3 45 2 5.4 -1.9
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.3 50 -3 8.3 +1.0
EZM WisdomTree U.S. MidCap Fund 1.3 38 9 9.3 +1.9
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 1.3 39 8 8.2 +0.8
TOK iShares MSCI Kokusai ETF 1.3 26 21 5.2 -2.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.3 25 22 5.8 -1.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.3 15 32 4.7 -2.6
HLGE Hartford Longevity Economy ETF 1.3 44 3 6.5 -0.8
EFAS Global X MSCI SuperDividend EAFE ETF 1.3 57 -10 8.4 +1.1
PFM Invesco Dividend Achievers ETF 1.2 53 -6 5.3 -2.1
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.2 80 -33 6.7 -0.6
IQSI IQ Candriam International Equity ETF 1.2 15 32 6.6 -0.7
MTUM iShares MSCI USA Momentum Factor ETF 1.2 15 32 3.6 -3.8
TOV JLens 500 Jewish Advocacy U.S. ETF 1.2 18 29 4.8 -2.6
EFV iShares MSCI EAFE Value ETF 1.2 34 13 9.3 +2.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.2 70 -23 4.8 -2.6
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.2 12 35 7.5 +0.2
SFY SoFi Select 500 ETF 1.2 0 47 4.5 -2.8
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.2 50 -3 5.8 -1.6
SMAP Amplify Small-Mid Cap Equity ETF 1.2 60 -13 5.4 -1.9
FDWM Fidelity Women's Leadership ETF 1.2 59 -12 5.0 -2.4
VT Vanguard Total World Stock ETF 1.2 6 41 6.0 -1.3
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.2 40 7 7.2 -0.1
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.2 60 -13 6.1 -1.3
SPGP Invesco S&P 500 GARP ETF 1.2 34 13 9.2 +1.9
FLJP Franklin FTSE Japan ETF 1.2 9 38 6.7 -0.7
URTH iShares MSCI World ETF 1.2 24 23 5.2 -2.1
IDEV iShares Core MSCI International Developed Markets ETF 1.2 4 43 7.2 -0.2
HLAL Wahed FTSE USA Shariah ETF 1.2 50 -3 4.9 -2.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.2 29 18 6.5 -0.9
RSSL Global X Russell 2000 ETF 1.2 8 39 4.5 -2.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.2 32 15 5.0 -2.3
FNDB Schwab Fundamental US Broad Market Index ETF 1.2 25 22 7.2 -0.1
VEA Vanguard FTSE Developed Markets ETF 1.2 3 44 7.3 -0.1
HFXI IQ FTSE International Equity Currency Neutral ETF 1.2 20 27 7.2 -0.1
FLJH Franklin FTSE Japan Hedged ETF 1.2 9 38 6.8 -0.6
FDRR Fidelity Dividend ETF for Rising Rates 1.2 15 32 7.2 -0.1
APUE ActivePassive U.S. Equity ETF 1.1 45 2 4.7 -2.6
ONEO SPDR Russell 1000 Momentum Focus ETF 1.1 20 27 7.1 -0.3
TMAT Main Thematic Innovation ETF 1.1 164 -117 -1.4 -8.7
SIXL ETC 6 Meridian Low Beta Equity ETF 1.1 80 -33 6.1 -1.2
RVRB Reverb ETF 1.1 30 17 4.7 -2.7
PDP Invesco Dorsey Wright Momentum ETF 1.1 62 -15 4.1 -3.3
VLUE iShares MSCI USA Value Factor ETF 1.1 15 32 9.7 +2.4
XMMO Invesco S&P MidCap Momentum ETF 1.1 34 13 5.7 -1.7
VXF Vanguard Extended Market ETF 1.1 5 42 4.8 -2.5
MGK Vanguard Mega Cap Growth ETF 1.1 7 40 4.1 -3.2
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.1 49 -2 9.3 +2.0
VSGX Vanguard ESG International Stock ETF 1.1 10 37 7.9 +0.6
DES WisdomTree U.S. SmallCap Dividend Fund 1.1 38 9 9.4 +2.0
FVAL Fidelity Value Factor ETF 1.1 15 32 7.1 -0.3
FPX First Trust US Equity Opportunities ETF 1.1 61 -14 1.0 -6.3
DLS WisdomTree International SmallCap Dividend Fund 1.1 58 -11 8.4 +1.1
ISCG iShares Morningstar Small-Cap Growth ETF 1.1 6 41 2.9 -4.4
ILCG iShares Morningstar Growth ETF 1.1 4 43 3.8 -3.6
ACWI iShares MSCI ACWI ETF 1.1 32 15 5.7 -1.7
VWID Virtus WMC International Dividend ETF 1.1 49 -2 8.8 +1.5
ESGG FlexShares STOXX Global ESG Select Index Fund 1.1 42 5 5.4 -1.9
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 1.1 40 7 7.6 +0.3
DGT SPDR Global Dow ETF 1.1 50 -3 7.2 -0.1
YALL God Bless America ETF 1.1 65 -18 3.7 -3.7
FNDX Schwab Fundamental US Large Co. Index ETF 1.0 25 22 7.2 -0.2
ASEA Global X FTSE Southeast Asia ETF 1.0 65 -18 7.1 -0.2
FDEV Fidelity International Multifactor ETF 1.0 18 29 7.4 +0.1
FLQL Franklin LibertyQ U.S. Equity ETF 1.0 15 32 5.5 -1.8
CGUS Capital Group Core Equity ETF 1.0 33 14 4.4 -3.0
STXG Strive 1000 Growth ETF 1.0 18 29 3.9 -3.4
SPDW SPDR Portfolio Developed World ex-US ETF 1.0 3 44 7.2 -0.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.0 45 2 4.5 -2.8
FAB First Trust Multi Cap Value AlphaDEX Fund 1.0 67 -20 10.1 +2.8
IJK iShares S&P Mid-Cap 400 Growth ETF 1.0 17 30 6.0 -1.3
PPIE Putnam PanAgora ESG International Equity ETF 1.0 49 -2 7.4 +0.1
MDLV Morgan Dempsey Large Cap Value ETF 1.0 58 -11 7.5 +0.1
DWM WisdomTree International Equity Fund 1.0 48 -1 7.5 +0.1
FFND Future Fund Active ETF 1.0 100 -53 4.4 -3.0
IWM iShares Russell 2000 ETF 1.0 19 28 4.6 -2.7
ROE Astoria US Quality Kings ETF 1.0 49 -2 6.6 -0.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.0 10 37 6.0 -1.4
FELC Fidelity Enhanced Large Cap Core ETF 1.0 18 29 5.3 -2.0
GSPY Gotham Enhanced 500 ETF 1.0 50 -3 5.4 -2.0
VTWO Vanguard Russell 2000 ETF 1.0 7 40 4.6 -2.7
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.0 15 32 6.0 -1.3
GVAL Cambria Global Value ETF 1.0 68 -21 11.0 +3.7
VUG Vanguard Growth ETF 1.0 4 43 4.1 -3.3
AFMC First Trust Active Factor Mid Cap ETF 1.0 65 -18 8.9 +1.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.0 25 22 5.4 -2.0
NETL NETLease Corporate Real Estate ETF 1.0 60 -13 8.2 +0.8
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 1.0 14 33 6.3 -1.1
SCHF Schwab International Equity ETF 0.9 6 41 7.4 +0.0
PRXG Praxis Impact Large Cap Growth ETF 0.9 36 11 4.1 -3.2
JVAL JPMorgan U.S. Value Factor ETF 0.9 12 35 8.3 +1.0
SPMO Invesco S&P 500 Momentum ETF 0.9 13 34 3.7 -3.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.9 20 27 6.0 -1.4
IWP iShares Russell Mid-Cap Growth ETF 0.9 23 24 3.4 -3.9
VALQ American Century U.S. Quality Value ETF 0.9 29 18 7.6 +0.3
FTA First Trust Large Cap Value AlphaDEX Fund 0.9 59 -12 9.1 +1.7
INCE Franklin Income Equity Focus ETF 0.9 29 18 5.5 -1.9
FMKT The Free Markets ETF 0.9 76 -29 2.1 -5.3
XMVM Invesco S&P MidCap Value with Momentum ETF 0.9 39 8 9.6 +2.3
DWMF WisdomTree International Multifactor Fund 0.9 38 9 7.0 -0.4
RPG Invesco S&P 500 Pure Growth ETF 0.9 35 12 3.2 -4.1
FEGE First Eagle Global Equity ETF 0.9 79 -32 7.0 -0.4
FKU First Trust United Kingdom AlphaDEX Fund 0.9 80 -33 7.4 +0.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.9 9 38 5.3 -2.0
FSST Fidelity Sustainable U.S. Equity ETF 0.9 59 -12 4.3 -3.0
FLGB Franklin FTSE United Kingdom ETF 0.9 9 38 8.0 +0.6
CGDV Capital Group Dividend Value ETF 0.9 33 14 4.6 -2.8
GLOF iShares Global Equity Factor ETF 0.9 20 27 6.7 -0.6
NACP Impact Shares NAACP Minority Empowerment ETF 0.9 49 -2 4.9 -2.5
IXUS iShares Core MSCI Total International Stock ETF 0.9 7 40 8.0 +0.7
FIDI Fidelity International High Dividend ETF 0.9 18 29 9.0 +1.7
JHID John Hancock International High Dividend ETF 0.9 46 1 9.9 +2.5
DTEC ALPS Disruptive Technologies ETF 0.9 50 -3 3.8 -3.6
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.9 39 8 6.6 -0.7
VXUS Vanguard Total International Stock ETF 0.9 5 42 8.0 +0.7
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 0.9 5 42 8.0 +0.6
KBWY Invesco KBW Premium Yield Equity REIT ETF 0.9 35 12 8.5 +1.2
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.9 80 -33 10.0 +2.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.8 9 38 5.9 -1.5
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.8 56 -9 6.4 -1.0
BKCI BNY Mellon Concentrated International ETF 0.8 80 -33 5.0 -2.4
FNK First Trust Mid Cap Value AlphaDEX Fund 0.8 70 -23 11.2 +3.8
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.8 43 4 6.3 -1.0
IWL iShares Russell Top 200 ETF 0.8 15 32 4.7 -2.6
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -28 5.1 -2.3
TMFC Motley Fool 100 Index ETF 0.8 50 -3 3.5 -3.8
ESGD iShares ESG Aware MSCI EAFE ETF 0.8 20 27 6.9 -0.4
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.8 20 27 6.5 -0.9
IUSG iShares Core S&P U.S. Growth ETF 0.8 4 43 4.3 -3.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.8 20 27 6.0 -1.4
MGC Vanguard Mega Cap ETF 0.8 7 40 4.7 -2.6
UIVM VictoryShares International Value Momentum ETF 0.8 35 12 9.0 +1.6
JGLO JPMorgan Global Select Equity ETF 0.8 33 14 4.9 -2.4
GSID Goldman Sachs MarketBeta International Equity ETF 0.8 20 27 7.0 -0.4
IVW iShares S&P 500 Growth ETF 0.8 18 29 4.0 -3.3
SPYG SPDR Portfolio S&P 500 Growth ETF 0.8 4 43 4.2 -3.2
VOOG Vanguard S&P 500 Growth ETF 0.8 7 40 4.2 -3.2
LVHI Franklin International Low Volatility High Dividend Index ET 0.8 40 7 10.9 +3.6
AIEQ AI Powered Equity ETF 0.8 75 -28 3.8 -3.6
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.8 45 2 8.9 +1.6
TMDV ProShares Russell US Dividend Growers ETF 0.8 35 12 6.5 -0.9
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.8 35 12 7.2 -0.1
EES WisdomTree U.S. SmallCap Fund 0.8 38 9 9.1 +1.8
EFA iShares MSCI EAFE ETF 0.8 35 12 6.9 -0.5
VEU Vanguard FTSE All-World ex-US Index Fund 0.8 4 43 8.2 +0.8
BKIE BNY Mellon International Equity ETF 0.8 4 43 7.1 -0.3
ROSC Hartford Multifactor Small Cap ETF 0.7 34 13 9.8 +2.5
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.7 24 23 7.5 +0.2
MGV Vanguard Mega Cap Value ETF 0.7 7 40 6.6 -0.7
IEUR iShares Core MSCI Europe ETF 0.7 11 36 7.3 -0.0
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.7 60 -13 2.1 -5.2
VGK Vanguard FTSE Europe ETF 0.7 6 41 7.4 +0.1
EPS WisdomTree U.S. LargeCap Fund 0.7 8 39 5.8 -1.5
GINN Goldman Sachs Innovate Equity ETF 0.7 52 -5 3.7 -3.7
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.7 39 8 6.7 -0.6
EGUS iShares ESG Aware MSCI USA Growth ETF 0.7 18 29 4.2 -3.2
DFE WisdomTree Europe SmallCap Dividend Fund 0.7 58 -11 8.1 +0.8
TMFS Motley Fool Small-Cap Growth ETF 0.7 85 -38 3.4 -4.0
GDIV Harbor Dividend Growth Leaders ETF 0.7 50 -3 5.3 -2.0
SPEU SPDR Portfolio Europe ETF 0.7 7 40 7.3 -0.0
WLDR Affinity World Leaders Equity ETF 0.7 67 -20 7.7 +0.4
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.7 36 11 6.9 -0.4
SDIV Global X Superdividend ETF 0.7 58 -11 40.4 +33.1
EWU iShares MSCI United Kingdom ETF 0.7 50 -3 8.6 +1.3
FYX First Trust Small Cap Core AlphaDEX Fund 0.7 61 -14 6.4 -1.0
FIVA Fidelity International Value Factor ETF 0.7 18 29 10.2 +2.8
FYT First Trust Small Cap Value AlphaDEX Fund 0.6 73 -26 11.2 +3.9
IQLT iShares MSCI Intl Quality Factor ETF 0.6 30 17 6.2 -1.1
GQQQ Astoria US Quality Growth Kings ETF 0.6 35 12 4.8 -2.6
SNPG Xtrackers S&P 500 Growth ESG ETF 0.6 15 32 4.5 -2.8
OPTZ Optimize Strategy Index ETF 0.6 50 -3 5.0 -2.3
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.6 25 22 7.1 -0.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.6 12 35 4.6 -2.8
VSLU Applied Finance Valuation Large Cap ETF 0.6 49 -2 5.6 -1.7
HKND Humankind US Stock ETF 0.6 11 36 7.2 -0.1
EFAV iShares MSCI EAFE Min Vol Factor ETF 0.6 22 25 5.7 -1.6
QUS SPDR MSCI USA StrategicFactors ETF 0.6 15 32 5.7 -1.6
PSC Principal U.S. Small-Cap ETF 0.6 38 9 6.9 -0.5
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.6 60 -13 6.3 -1.0
ROUS Hartford Multifactor US Equity ETF 0.6 19 28 7.2 -0.1
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.6 45 2 7.2 -0.1
HELX Franklin Genomic Advancements ETF 0.6 50 -3 -0.3 -7.6
JIG JPMorgan International Growth ETF 0.6 55 -8 4.7 -2.6
USMV iShares MSCI USA Min Vol Factor ETF 0.6 15 32 5.7 -1.7
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.6 20 27 6.6 -0.7
FYC First Trust Small Cap Growth AlphaDEX Fund 0.5 71 -24 0.5 -6.8
XT iShares Exponential Technologies ETF 0.5 46 1 4.8 -2.5
UMMA Wahed Dow Jones Islamic World ETF 0.5 65 -18 5.1 -2.3
FFLC Fidelity Fundamental Large Cap Core ETF 0.5 38 9 4.6 -2.7
NUDM Nuveen ESG International Developed Markets Equity ETF 0.5 31 16 6.3 -1.0
CGGO Capital Group Global Growth Equity ETF 0.5 47 0 4.7 -2.6
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.5 18 29 7.6 +0.2
RWL Invesco S&P 500 Revenue ETF 0.5 39 8 6.8 -0.6
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.5 39 8 9.6 +2.2
KRMA Global X Conscious Companies ETF 0.5 43 4 5.9 -1.4
ACWX iShares MSCI ACWI ex U.S. ETF 0.5 34 13 7.8 +0.5
RPV Invesco S&P 500 Pure Value ETF 0.5 35 12 10.6 +3.3
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.5 30 17 6.8 -0.5
LVOL American Century Low Volatility ETF 0.5 29 18 4.8 -2.6
IWY iShares Russell Top 200 Growth ETF 0.5 20 27 4.6 -2.8
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -32 4.5 -2.8
VONG Vanguard Russell 1000 Growth ETF 0.5 7 40 4.6 -2.8
IWF iShares Russell 1000 Growth ETF 0.5 19 28 4.4 -2.9
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.5 58 -11 9.7 +2.4
JHMD John Hancock Multifactor Developed International ETF 0.5 39 8 7.6 +0.3
IDMO Invesco S&P International Developed Momentum ETF 0.4 25 22 5.4 -1.9
HAPS Harbor Human Capital Factor US Small Cap ETF 0.4 60 -13 4.2 -3.1
XSMO Invesco S&P SmallCap Momentum ETF 0.4 39 8 5.8 -1.6
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.4 35 12 6.7 -0.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.4 75 -28 4.1 -3.2
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.4 41 6 7.8 +0.4
DEM WisdomTree Emerging Markets High Dividend Fund 0.4 63 -16 13.2 +5.8
OEF iShares S&P 100 ETF 0.4 20 27 4.6 -2.7
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.4 80 -33 11.2 +3.9
USMF WisdomTree U.S. Multifactor Fund 0.4 28 19 6.9 -0.5
EZU iShares MSCI Eurozone ETF 0.4 52 -5 6.7 -0.7
QWLD SPDR MSCI World StrategicFactors ETF 0.4 30 17 6.1 -1.3
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.4 30 17 7.0 -0.3
RFV Invesco S&P Midcap 400 Pure Value ETF 0.4 35 12 13.2 +5.8
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.4 25 22 7.3 -0.1
FLEE Franklin FTSE Europe ETF 0.4 9 38 7.3 +0.0
FBCV Fidelity Blue Chip Value ETF 0.4 59 -12 7.5 +0.2
WWJD Inspire International ETF 0.4 80 -33 7.2 -0.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.4 35 12 6.1 -1.3
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 26 3.8 -3.5
FENI Fidelity Enhanced International ETF 0.4 28 19 6.7 -0.7
FBCG Fidelity Blue Chip Growth ETF 0.4 59 -12 2.9 -4.4
EDIV SPDR S&P Emerging Markets Dividend ETF 0.4 49 -2 11.8 +4.5
EWW iShares MSCI Mexico ETF 0.4 50 -3 10.1 +2.8
FEM First Trust Emerging Markets AlphaDEX Fund 0.4 80 -33 12.2 +4.9
FLN First Trust Latin America AlphaDEX Fund 0.4 80 -33 10.2 +2.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.4 25 22 6.0 -1.4
EWJV iShares MSCI Japan Value ETF 0.3 15 32 9.4 +2.1
CWI SPDR MSCI ACWI ex-US ETF 0.3 30 17 7.7 +0.4
TMFX Motley Fool Next Index ETF 0.3 50 -3 2.6 -4.7
RWK Invesco S&P MidCap 400 Revenue ETF 0.3 39 8 9.6 +2.2
ENZL iShares MSCI New Zealand ETF 0.3 50 -3 3.6 -3.8
IOO iShares Global 100 ETF 0.3 41 6 5.0 -2.4
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.3 80 -33 9.7 +2.4
IEV iShares Europe ETF 0.3 67 -20 6.9 -0.5
IVLU iShares MSCI Intl Value Factor ETF 0.3 30 17 10.7 +3.3
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.3 32 15 6.8 -0.5
EFG iShares MSCI EAFE Growth ETF 0.3 36 11 4.3 -3.0
BEDZ AdvisorShares Hotel ETF 0.3 100 -53 6.9 -0.5
BBJP JPMorgan BetaBuilders Japan ETF 0.3 19 28 7.1 -0.2
JIRE JPMorgan International Research Enhanced Equity ETF 0.3 24 23 7.1 -0.2
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.3 70 -23 7.8 +0.4
BUYZ Franklin Disruptive Commerce ETF 0.3 50 -3 2.3 -5.0
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.3 46 1 7.0 -0.3
SCHG Schwab U.S. Large-Cap Growth ETF 0.3 4 43 4.0 -3.3
EELV Invesco S&P Emerging Markets Low Volatility ETF 0.3 29 18 8.7 +1.4
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.3 29 18 7.9 +0.6
SVAL iShares US Small Cap Value Factor ETF 0.3 20 27 10.7 +3.4
STXI Strive International Developed Markets ETF 0.3 29 18 7.0 -0.4
FLAX Franklin FTSE Asia Ex Japan ETF 0.3 19 28 9.5 +2.2
ACWV iShares MSCI Global Min Vol Factor ETF 0.3 20 27 5.9 -1.4
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.2 59 -12 11.7 +4.4
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.2 70 -23 9.3 +1.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.2 19 28 6.4 -0.9
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.2 25 22 7.4 +0.0
AFK VanEck Africa Index ETF 0.2 98 -51 11.8 +4.5
ANEW ProShares MSCI Transformational Changes ETF 0.2 45 2 6.0 -1.3
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 0.2 88 -41 9.3 +2.0
IMFL Invesco International Developed Dynamic Multifactor ETF 0.2 34 13 6.0 -1.4
IUS Invesco RAFI Strategic US ETF 0.2 19 28 6.8 -0.6
EWJ iShares MSCI Japan ETF 0.2 50 -3 6.7 -0.7
EWX SPDR S&P Emerging Markets Small Cap ETF 0.2 65 -18 8.1 +0.8
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 0.2 44 3 10.9 +3.6
FELG Fidelity Enhanced Large Cap Growth ETF 0.2 18 29 4.8 -2.6
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.2 35 12 9.8 +2.4
IMTM iShares MSCI Intl Momentum Factor ETF 0.2 30 17 5.4 -1.9
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 0.2 80 -33 14.4 +7.1
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.2 38 9 10.1 +2.8
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.2 35 12 4.2 -3.1
BBEU JPMorgan BetaBuilders Europe ETF 0.2 9 38 7.2 -0.2
LQPE PEO AlphaQuest Thematic PE ETF 0.2 125 -78 5.3 -2.0
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.2 47 0 7.0 -0.4
IWC iShares Micro-Cap ETF 0.1 60 -13 -0.6 -8.0
VUSE Vident U.S. Equity Strategy ETF 0.1 50 -3 4.6 -2.8
IEDI iShares U.S. Consumer Focused ETF 0.1 18 29 5.2 -2.1
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.1 35 12 10.6 +3.3
XCEM Columbia EM Core ex-China ETF 0.1 16 31 8.1 +0.8
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 22 9.6 +2.2
RNEM First Trust Emerging Markets Equity Select ETF 0.1 75 -28 7.0 -0.4
XCNY SPDR S&P Emerging Markets ex-China ETF 0.1 15 32 7.6 +0.3
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.1 36 11 11.9 +4.6
GVLU Gotham 1000 Value ETF 0.1 50 -3 8.9 +1.6
AUSF Global X Adaptive U.S. Factor ETF 0.1 27 20 8.8 +1.5
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.1 29 18 4.5 -2.9
PXH Invesco FTSE RAFI Emerging Markets ETF 0.1 49 -2 15.9 +8.6
EWN iShares MSCI Netherlands ETF 0.1 50 -3 5.4 -1.9
DOL WisdomTree International LargeCap Dividend Fund 0.1 48 -1 7.4 +0.0
EBI Longview Advantage ETF 0.1 35 12 6.7 -0.6
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 38 10.5 +3.2
VWO Vanguard FTSE Emerging Markets ETF 0.1 7 40 10.6 +3.2
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.1 30 17 13.0 +5.6
SCHE Schwab Emerging Markets Equity ETF 0.1 11 36 11.1 +3.8
IWO iShares Russell 2000 Growth ETF 0.1 24 23 1.4 -5.9
EMXC iShares MSCI Emerging Markets ex China ETF 0.1 25 22 7.7 +0.3
VTWG Vanguard Russell 2000 Growth ETF 0.1 10 37 1.5 -5.8
XC WisdomTree Emerging Markets Ex-China Fund 0.1 32 15 6.0 -1.3
EIRL iShares MSCI Ireland ETF 0.0 50 -3 8.7 +1.4
PKW Invesco Buyback Achievers ETF 0.0 62 -15 7.4 +0.1
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.0 30 17 10.3 +3.0
EEM iShares MSCI Emerging Markets ETF 0.0 69 -22 10.3 +2.9
BKEM BNY Mellon Emerging Markets Equity ETF 0.0 11 36 10.1 +2.8
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 -19 10.0 +2.6
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.0 36 11 9.9 +2.5
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.0 32 15 9.3 +2.0
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.0 50 -3 11.4 +4.1
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 40 10.6 +3.3
SPMV Invesco S&P 500 Minimum Variance ETF 0.0 10 37 5.3 -2.0
AVUQ Avantis U.S. Quality ETF 0.0 15 32 4.9 -2.5

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 7.3 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.59 CATEGORY
AVERAGE		 1.59
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

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

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

 

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