Vanguard REIT Index Fund
ALTAR
Score™
6.9% info Recommen-
dation
NEUTRAL
2022E    2023E
P/E
ratio
15.3x P/Sales
ratio
4.6x
P/BV
ratio
2.3x Div.
yield
3.7%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
Vanguard REIT ETF seeks to track the performance of the MSCI REIT Index. The Fund invests in the stocks that make up the Index, holding each stock in the same proportion as its weighting in the

FUND BASICS
Category US Equities
Fund Sponsor Vanguard Group Inc/The
Website www.vanguard.com
Inception date Sep 23, 2004
Assets (mns) $35,803
Currency USD
Expense ratio 12 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian JPMorgan Chase Bank
Weighting Market Cap
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 171
Wgt avg mkt cap (mns) $26,912
Large cap (>$10bn) 73.8%
Mid cap ($2-10bn) 19.7%
Small cap (<$2bn) 6.1%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
AMERICAN TOWER CORP-CL A 7.5 %
PROLOGIS INC 6.0 %
CROWN CASTLE INTL CORP 4.6 %
EQUINIX INC 3.8 %
PUBLIC STORAGE 3.3 %
REALTY INCOME CORP 2.6 %
SBA COMMUNICATIONS CORP. CLASS A 2.3 %
SIMON PROPERTY GROUP INC 2.2 %
WELLTOWER, INC. 2.1 %
DIGITAL REALTY TRUST INC 2.1 %
Total 36.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 85.4 %
BRITAIN 0.1 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru September 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-29.3% -18.7% 3.1% 6.2% 7.3%

Market Correlations
versus... Beta R-squared
S&P500 0.99 82%
MSCI EAFE 0.98 75%
MSCI Emg. Mkts. 0.77 49%

Technical Indicators
Recent close $83.25
30d moving avg. $89.79
Annualized volatility 22.3%
Short interest (ETF) 2.9%
Short interest (Underlying) 2.4%
Relative strength (RSI) 32

Liquidity measures
Avg. volume (thou.) 4,482
Turnover 1.0%
Bid/Ask (% of price) 0.01%
ADV underlying (mns) $6,407

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 652 potential alternatives to the Vanguard REIT Index Fund ETF based on the alternatives' overlap in portfolio holdings with VNQ. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: VNQ Expense: 12 bp ALTAR Score™: 6.9%


ALTERNATIVE ETFs BASED ON OVERLAP WITH VNQ
Ticker Fund
Name
Overlap1
vs VNQ
(%)
Expense
ratio
(bp)
Savings
vs VNQ
(bp)
ALTAR
Score™
(%)
ALTAR
vs VNQ
(%)
FREL Fidelity MSCI Real Estate Index ETF 87.7 84 -72 6.1 -0.8
SCHH Schwab U.S. REIT ETF 83.2 7 5 6.9 +0.0
DFAR Dimensional US Real Estate ETF 80.1 19 -7 6.6 -0.2
IYR iShares U.S. Real Estate ETF 79.0 39 -27 6.6 -0.2
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 66.4 11 1 7.1 +0.3
USRT iShares Core U.S. REIT ETF 66.4 8 4 7.2 +0.3
FRI First Trust S&P REIT Index Fund 66.2 50 -38 6.8 -0.1
REET iShares Global REIT ETF 64.5 14 -2 6.8 -0.1
AVRE Avantis Real Estate ETF 64.3 17 -5 6.5 -0.3
FFR First Trust FTSE EPRA/NAREIT Developed Markets Real Estate 61.6 60 -48 6.1 -0.8
RWO SPDR Dow Jones Global Real Estate ETF 61.5 50 -38 6.4 -0.4
RWR SPDR Dow Jones REIT ETF 61.3 25 -13 6.9 +0.1
XLRE The Real Estate Select Sector SPDR Fund 60.9 10 2 6.4 -0.5
ICF iShares Cohen & Steers REIT ETF 58.6 32 -20 6.1 -0.8
PSR Invesco Active U.S. Real Estate Fund 58.3 35 -23 6.4 -0.5
EWRE Invesco S&P 500 Equal Weight Real Estate ETF 51.9 40 -28 6.9 0.0
PPTY PPTY-U.S. Diversified Real Estate ETF 47.6 49 -37 6.9 +0.0
FPRO Fidelity Real Estate Investment ETF 46.5 59 -47 5.8 -1.1
JPRE JPMorgan Realty Income ETF 37.2 50 -38 5.7 -1.2
GQRE FlexShares Global Quality Real Estate Index Fund 35.5 45 -33 6.9 0.0
IVRA Invesco Real Assets ESG ETF 33.9 59 -47 6.5 -0.4
RITA ETFB Green SRI REITs ETF 31.2 50 -38 5.1 -1.7
SPRE SP Funds S&P Global REIT Sharia ETF 31.0 69 -57 4.6 -2.2
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 30.7 75 -63 3.7 -3.1
RDOG ALPS REIT Dividend Dogs ETF 30.3 35 -23 10.7 +3.9
WTRE WisdomTree New Economy Real Estate Fund 29.1 58 -46 4.8 -2.1
DRW WisdomTree Global ex-US Real Estate Fund 29.1 58 -46 3.7 -3.2
REZ iShares Residential Real Estate Capped ETF 25.9 48 -36 5.6 -1.3
JRE Janus Henderson U.S. Real Estate ETF 25.6 65 -53 5.5 -1.4
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF 22.0 60 -48 5.0 -1.8
NURE Nuveen Short-Term REIT ETF 21.9 35 -23 5.2 -1.7
BLDG Cambria Global Real Estate ETF 20.9 59 -47 8.5 +1.6
VPN Global X Data Center REITs & Digital Infrastructure ETF 20.6 50 -38 6.5 -0.3
HOMZ Hoya Capital Housing ETF 19.8 30 -18 11.0 +4.2
BYTE Roundhill IO Digital Infrastructure ETF 19.2 76 -64 4.6 -2.2
RIET Hoya Capital High Dividend Yield ETF 17.6 50 -38 11.0 +4.2
HAUS Home Appreciation U.S. REIT ETF 17.1 60 -48 5.3 -1.5
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 15.6 69 -57 8.1 +1.2
BIBL Inspire ETF 15.3 35 -23 6.3 -0.5
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 14.4 47 -35 5.1 -1.8
VRAI Virtus Real Asset Income ETF 14.2 55 -43 7.8 +1.0
GLIF AGFiQ Global Infrastructure ETF 13.8 45 -33 5.4 -1.5
RESI Kelly Residential & Apartment Real Estate ETF 13.0 68 -56 4.6 -2.2
GCIG Genuine Investors ETF 12.8 100 -88 6.7 -0.1
DWEQ AdvisorShares Dorsey Wright Alpha Equal Weight ETF 12.3 96 -84 5.4 -1.5
VOE Vanguard Mid-Cap Value Index Fund 12.3 7 5 8.6 +1.8
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 12.1 60 -48 9.7 +2.9
IWS iShares Russell Mid-Cap Value ETF 11.7 23 -11 7.6 +0.7
SPLV Invesco S&P 500 Low Volatility ETF 11.6 25 -13 6.4 -0.5
INDS Pacer Benchmark Industrial Real Estate SCTR ETF 11.3 60 -48 6.8 -0.1
SPYD SPDR S&P 500 High Dividend ETF 11.0 7 5 11.9 +5.1
FDVV Fidelity Core Dividend ETF 9.7 29 -17 8.1 +1.2
ONEY SPDR Russell 1000 Yield Focus ETF 9.6 20 -8 11.1 +4.2
NETL NETLease Corporate Real Estate ETF 9.6 60 -48 8.3 +1.4
VO Vanguard Mid-Cap Index Fund 9.5 4 8 6.7 -0.2
VBR Vanguard Small Cap Value Index Fund 9.4 7 5 8.8 +2.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 9.4 24 -12 9.0 +2.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 9.4 80 -68 7.1 +0.2
FLDZ RiverNorth Volition America Patriot ETF 9.3 70 -58 5.9 -1.0
NUMV Nuveen ESG Mid-Cap Value ETF 9.3 30 -18 9.2 +2.4
LVHD Legg Mason Low Volatility High Dividend ETF 9.3 27 -15 8.5 +1.7
SCHM Schwab U.S. Mid-Cap ETF 9.3 4 8 6.5 -0.4
RYJ Invesco Raymond James SB-1 Equity ETF 9.2 81 -69 4.4 -2.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 9.2 7 5 6.0 -0.8
IMCV iShares Morningstar Mid-Cap Value ETF 9.1 6 6 8.8 +2.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 9.0 15 -3 8.1 +1.3
DON WisdomTree U.S. MidCap Dividend Fund 9.0 38 -26 9.3 +2.4
IMCB iShares Morningstar Mid-Cap ETF 9.0 4 8 6.9 +0.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 9.0 4 8 6.9 +0.1
XJH iShares ESG Screened S&P Mid-Cap ETF 8.9 12 0 8.1 +1.2
IMCG iShares Morningstar Mid-Cap Growth ETF 8.9 6 6 5.0 -1.9
IVOO Vanguard S&P Mid-Cap 400 ETF 8.9 10 2 8.1 +1.3
VB Vanguard Small-Cap ETF 8.8 5 7 6.1 -0.7
VTWV Vanguard Russell 2000 Value Index Fund 8.7 15 -3 6.6 -0.3
KVLE KFA Value Liner Dynamic Core Equity Index ETF 8.7 55 -43 7.0 +0.2
EQAL Invesco Russell 1000 Equal Weight ETF 8.6 20 -8 7.0 +0.1
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 8.6 30 -18 10.2 +3.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 8.5 18 -6 8.9 +2.1
IWN iShares Russell 2000 Value ETF 8.5 23 -11 6.4 -0.5
CVY Invesco Zacks Multi-Asset Income ETF 8.4 100 -88 11.6 +4.7
PY Principal Shareholder Yield Index ETF 8.3 15 -3 8.3 +1.4
XDAT Franklin Exponential Data ETF 8.2 50 -38 3.7 -3.2
MDY SPDR S&P Midcap 400 ETF Trust 8.2 22 -10 7.9 +1.0
IWR iShares Russell Midcap ETF 8.2 18 -6 6.5 -0.4
JDIV JPMorgan U.S. Dividend ETF 8.1 12 0 9.7 +2.9
IJH iShares Core S&P Mid-Cap ETF 8.1 5 7 8.0 +1.2
SPMD SPDR Portfolio Mid Cap ETF 8.1 5 7 8.0 +1.2
RNMC Mid Cap US Equity Select ETF 8.0 60 -48 8.7 +1.9
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 7.9 60 -48 5.7 -1.2
FNDA Schwab Fundamental U.S. Small Co. Index ETF 7.9 25 -13 7.1 +0.3
VBK Vanguard Small-Cap Growth Index Fund 7.9 7 5 2.0 -4.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 7.9 15 -3 8.6 +1.8
PBSM Invesco PureBeta MSCI USA Small Cap ETF 7.8 6 6 5.8 -1.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 7.8 24 -12 8.6 +1.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 7.8 15 -3 8.9 +2.1
TMFG Motley Fool Global Opportunities ETF 7.7 85 -73 4.5 -2.3
FIVG Defiance Next Gen Connectivity ETF 7.7 30 -18 7.2 +0.4
NZUS SPDR MSCI USA Climate Paris Aligned ETF 7.6 10 2 6.2 -0.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 7.6 10 2 6.1 -0.8
FSMD Fidelity Small-Mid Factor ETF 7.2 29 -17 8.8 +1.9
MILN Global X Millennial Consumer ETF 7.2 50 -38 3.1 -3.8
VXF Vanguard Extended Market Index Fund 7.1 6 6 4.3 -2.6
NUDV Nuveen ESG Dividend ETF 7.1 25 -13 8.3 +1.4
EWMC Invesco S&P MidCap 400 Equal Weight ETF 7.1 40 -28 8.2 +1.3
MDYV SPDR S&P 400 Mid Cap Value ETF 7.1 15 -3 8.9 +2.0
IJJ iShares S&P Mid-Cap 400 Value ETF 7.1 18 -6 8.8 +2.0
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 7.1 17 -5 5.8 -1.1
LGLV SPDR Russell 1000 Low Volatility ETF 7.1 12 0 6.1 -0.8
BOSS Global X Founder-Run Companies ETF 7.1 45 -33 2.8 -4.0
SFYX Sofi Next 500 ETF 7.0 0 12 6.3 -0.5
XMLV Invesco S&P MidCap Low Volatility ETF 7.0 25 -13 7.3 +0.4
JHSC John Hancock Multifactor Small Cap ETF 7.0 42 -30 6.9 +0.1
BKSE BNY Mellon US Small Cap Core Equity ETF 7.0 4 8 6.0 -0.8
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 7.0 29 -17 8.5 +1.7
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 6.9 60 -48 4.7 -2.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 6.8 25 -13 6.7 -0.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 6.8 63 -51 5.1 -1.7
KLCD KFA Large Cap Quality Dividend Index ETF 6.8 40 -28 7.0 +0.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 6.8 65 -53 5.3 -1.6
DEW WisdomTree Global High Dividend Fund 6.8 58 -46 9.8 +3.0
VTWO Vanguard Russell 2000 Index Fund 6.7 10 2 4.3 -2.5
VOT Vanguard Mid-Cap Growth Index Fund 6.7 7 5 4.7 -2.1
SCHA Schwab U.S. Small-Cap ETF 6.6 4 8 5.6 -1.3
ISCV iShares Morningstar Small Cap Value ETF 6.6 6 6 8.8 +2.0
IWM iShares Russell 2000 ETF 6.6 19 -7 4.2 -2.7
NXTG First Trust Indxx NextG ETF 6.5 70 -58 7.6 +0.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 6.5 70 -58 5.0 -1.8
YPS Arrow Reverse Cap 500 ETF 6.5 29 -17 7.0 +0.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 6.4 29 -17 8.2 +1.3
ISCB iShares Morningstar Small-Cap ETF 6.4 4 8 5.2 -1.7
RSP Invesco S&P 500 Equal Weight ETF 6.3 20 -8 7.3 +0.5
VEGN US Vegan Climate ETF 6.3 60 -48 6.4 -0.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 6.3 20 -8 8.1 +1.3
ISCG iShares Morningstar Small-Cap Growth ETF 6.3 6 6 1.3 -5.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 6.3 15 -3 7.4 +0.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 6.2 39 -27 8.0 +1.2
ROOF IQ US Real Estate Small Cap ETF 6.2 60 -48 5.1 -1.8
BLES Inspire Global Hope Large Cap ETF 6.2 49 -37 7.0 +0.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 6.1 9 3 7.0 +0.2
ISMD Inspire Small/Mid Cap Impact ETF 6.1 48 -36 6.9 +0.0
FTC First Trust Large Cap Growth AlphaDEX Fund 6.1 59 -47 5.8 -1.0
GFGF Guru Favorite Stocks ETF 6.0 65 -53 7.1 +0.3
QDEF FlexShares Quality Dividend Defensive Index Fund 6.0 37 -25 8.2 +1.3
JHMM John Hancock Multifactor Mid Cap ETF 6.0 41 -29 7.8 +0.9
AFMC First Trust Active Factor Mid Cap ETF 6.0 65 -53 9.8 +2.9
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 5.8 60 -48 4.5 -2.4
SIZE iShares MSCI USA Size Factor ETF 5.8 15 -3 6.4 -0.4
NUSC Nuveen ESG Small-Cap ETF 5.8 30 -18 6.2 -0.7
EUSA iShares MSCI USA Equal Weighted ETF 5.8 9 3 6.7 -0.2
FCLD Fidelity Cloud Computing ETF 5.8 39 -27 5.0 -1.8
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 5.8 35 -23 8.5 +1.6
FUNL CornerCap Fundametrics Large-Cap ETF 5.7 50 -38 9.0 +2.1
HAPY Harbor Corporate Culture Leaders ETF 5.7 36 -24 3.2 -3.7
RNSC Small Cap US Equity Select ETF 5.7 60 -48 10.2 +3.4
DEF Invesco Defensive Equity ETF 5.7 55 -43 6.7 -0.2
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 5.6 20 -8 10.2 +3.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 5.6 47 -35 6.4 -0.4
RBLD First Trust Alerian US NextGen Infrastructure ETF 5.6 65 -53 6.1 -0.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 5.6 20 -8 7.6 +0.8
ONEV SPDR Russell 1000 Low Volatility Focus ETF 5.5 20 -8 8.6 +1.8
AUSF Global X Adaptive U.S. Factor ETF 5.5 27 -15 7.3 +0.5
CZA Invesco Zacks Mid-Cap ETF 5.4 69 -57 7.4 +0.6
KBWY Invesco KBW Premium Yield Equity REIT ETF 5.4 35 -23 12.6 +5.8
IJK iShares S&P Mid-Cap 400 Growth ETF 5.4 17 -5 7.2 +0.3
MDYG SPDR S&P 400 Mid Cap Growth ETF 5.4 15 -3 7.2 +0.3
SPDV AAM S&P 500 High Dividend Value ETF 5.4 29 -17 12.6 +5.7
SPMO Invesco S&P 500 Momentum ETF 5.3 13 -1 6.5 -0.3
JMIN JPMorgan U.S. Minimum Volatility ETF 5.3 12 0 6.9 +0.1
REVS Columbia Research Enhanced Value ETF 5.3 19 -7 9.8 +2.9
DLN WisdomTree U.S. LargeCap Dividend Fund 5.3 28 -16 7.7 +0.8
SSPX Janus Henderson U.S. Sustainable Equity ETF 5.2 55 -43 4.7 -2.1
GK AdvisorShares Gerber Kawasaki ETF 5.2 81 -69 5.0 -1.8
RYLD Global X Russell 2000 Covered Call ETF 5.2 60 -48 3.9 -2.9
SXUS Janus Henderson International Sustainable Equity ETF 5.2 60 -48 4.9 -1.9
FYX First Trust Small Cap Core AlphaDEX Fund 5.2 61 -49 10.5 +3.6
VONV Vanguard Russell 1000 Value Index Fund 5.2 8 4 8.1 +1.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 5.2 15 -3 6.8 -0.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 5.1 10 2 7.0 +0.1
NULV Nuveen ESG Large-Cap Value ETF 5.1 25 -13 8.6 +1.7
SMMD iShares Russell 2500 ETF 5.1 15 -3 6.2 -0.7
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 5.1 45 -33 6.6 -0.2
IWD iShares Russell 1000 Value ETF 5.0 18 -6 7.9 +1.1
SPMV Invesco S&P 500 Minimum Variance ETF 5.0 10 2 6.6 -0.3
USXF iShares ESG Advanced MSCI USA ETF 5.0 10 2 6.6 -0.3
HOTL Kelly Hotel & Lodging Sector ETF 4.9 78 -66 3.3 -3.6
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 4.9 39 -27 5.1 -1.7
QDF FlexShares Quality Dividend Index Fund 4.9 37 -25 8.7 +1.8
ICAP InfraCap Equity Income Fund ETF 4.8 80 -68 10.2 +3.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.8 70 -58 6.0 -0.8
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 4.8 20 -8 7.4 +0.5
DES WisdomTree U.S. SmallCap Dividend Fund 4.8 38 -26 10.0 +3.1
XMMO Invesco S&P MidCap Momentum ETF 4.8 33 -21 6.7 -0.2
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 4.7 17 -5 8.6 +1.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 4.7 9 3 5.0 -1.9
JOET Virtus Terranova US Quality Momentum ETF 4.7 29 -17 7.2 +0.4
PDP Invesco DWA Momentum ETF 4.7 62 -50 5.1 -1.7
FVD First Trust Value Line Dividend Index Fund 4.6 67 -55 6.8 -0.1
DTD WisdomTree U.S.Total Dividend Fund 4.6 28 -16 7.9 +1.0
SCHV Schwab U.S. Large-Cap Value ETF 4.6 4 8 8.0 +1.2
SAMT Strategas Macro Thematic Opportunities ETF 4.5 65 -53 3.8 -3.0
GBLD Invesco MSCI Green Building ETF 4.5 39 -27 8.8 +1.9
FNX First Trust Mid Cap Core AlphaDEX Fund 4.5 59 -47 8.9 +2.1
QLV FlexShares US Quality Low Volatility Index Fund 4.5 22 -10 6.4 -0.5
LYFE 2nd Vote Life Neutral Plus ETF 4.5 75 -63 8.7 +1.8
VALQ American Century STOXX U.S. Quality Value ETF 4.4 29 -17 11.4 +4.6
AGNG Global X Aging Population ETF 4.4 50 -38 4.1 -2.7
PSCF Invesco S&P SmallCap Financials ETF 4.3 29 -17 10.6 +3.8
SPSM SPDR Portfolio S&P 600 Small Cap ETF 4.3 5 7 8.2 +1.4
IJR iShares Core S&P Small Cap ETF 4.3 6 6 8.2 +1.3
SLY SPDR S&P 600 Small Cap ETF 4.3 15 -3 8.1 +1.3
PFI Invesco DWA Financial Momentum ETF 4.3 60 -48 7.2 +0.3
IUSS Invesco Strategic US Small Company ETF 4.3 23 -11 7.2 +0.4
ESGV Vanguard ESG U.S. Stock ETF 4.2 9 3 6.5 -0.3
DHS WisdomTree U.S. High Dividend Fund 4.2 38 -26 9.0 +2.1
SMDY Syntax Stratified MidCap ETF 4.2 35 -23 8.0 +1.2
MBCC Monarch Blue Chips Core ETF 4.2 125 -113 4.4 -2.5
GBUY Goldman Sachs Future Consumer Equity ETF 4.2 75 -63 3.4 -3.4
DEIF Sterling Capital Diverse Multi-Manager Active ETF 4.2 65 -53 7.4 +0.6
VIOO Vanguard S&P Small-Cap 600 ETF 4.2 10 2 8.2 +1.3
XJR iShares ESG Screened S&P Small-Cap ETF 4.2 12 0 7.9 +1.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 4.1 15 -3 8.5 +1.6
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 4.1 40 -28 8.1 +1.2
SDG iShares Sustainable MSCI Global Impact ETF 4.0 49 -37 9.5 +2.6
AFLG First Trust Active Factor Large Cap ETF 4.0 55 -43 7.8 +0.9
QDYN FlexShares Quality Dividend Dynamic Index Fund 4.0 37 -25 9.6 +2.8
KONG Formidable Fortress ETF 4.0 89 -77 6.4 -0.4
QGRO American Century STOXX U.S. Quality Growth ETF 4.0 29 -17 5.7 -1.1
SPXT ProShares S&P 500 Ex-Technology ETF 4.0 27 -15 6.8 -0.1
ECOZ TrueMark ESG Active Opportunities ETF 4.0 58 -46 5.4 -1.5
FCPI Fidelity Stocks for Inflation ETF 4.0 29 -17 9.7 +2.8
ONEO SPDR Russell 1000 Momentum Focus ETF 4.0 20 -8 9.1 +2.3
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 4.0 30 -18 8.9 +2.0
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 3.9 25 -13 8.8 +1.9
BOUT Innovator IBD Breakout Opportunities ETF 3.9 80 -68 4.8 -2.1
IUSV iShares Core S&P U.S. Value ETF 3.8 4 8 7.7 +0.8
SLYV SPDR S&P 600 Small Cap Value ETF 3.8 15 -3 8.5 +1.6
IJS iShares S&P Small-cap 600 Value ETF 3.8 18 -6 8.4 +1.6
SUSA iShares MSCI USA ESG Select ETF 3.8 25 -13 6.4 -0.5
MAGA Point Bridge GOP Stock Tracker ETF 3.7 72 -60 6.8 -0.0
BUYZ Franklin Disruptive Commerce ETF 3.7 50 -38 2.7 -4.2
SIXL 6 Meridian Low Beta Equity Strategy ETF 3.7 82 -70 6.8 -0.1
TTAC TrimTabs US Free Cash Flow Quality ETF 3.7 59 -47 7.3 +0.4
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 3.7 20 -8 6.1 -0.8
VTI Vanguard Total Stock Market Index Fund 3.7 3 9 6.3 -0.6
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 3.7 19 -7 8.8 +2.0
VTHR Vanguard Russell 3000 Index Fund 3.7 10 2 6.4 -0.5
VIOV Vanguard S&P Small-Cap 600 Value ETF 3.7 15 -3 8.4 +1.5
IQSU IQ Candriam ESG US Equity ETF 3.6 9 3 6.2 -0.7
ROUS Hartford Multifactor US Equity ETF 3.6 19 -7 8.6 +1.8
SDY SPDR S&P Dividend ETF 3.6 35 -23 7.2 +0.3
JQUA JPMorgan U.S. Quality Factor ETF 3.6 12 0 7.4 +0.5
RUFF Alpha Dog ETF 3.6 90 -78 5.9 -1.0
EZM WisdomTree U.S. MidCap Earnings Fund 3.6 38 -26 11.1 +4.2
ILCG iShares Morningstar Growth ETF 3.6 4 8 5.1 -1.8
DSI iShares MSCI KLD 400 Social ETF 3.6 25 -13 6.7 -0.1
IVLC Invesco US Large Cap Core ESG ETF 3.5 48 -36 6.3 -0.6
EQUL IQ Engender Equality ETF 3.5 45 -33 8.0 +1.2
FQAL Fidelity Quality Factor ETF 3.5 29 -17 7.7 +0.8
IWV iShares Russell 3000 ETF 3.5 20 -8 6.2 -0.6
IVDG Invesco Focused Discovery Growth ETF 3.5 59 -47 4.4 -2.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 3.5 3 9 6.3 -0.6
SCHB Schwab U.S. Broad Market ETF 3.5 3 9 6.4 -0.5
RECS Columbia Research Enhanced Core ETF 3.5 15 -3 7.6 +0.8
VOOV Vanguard S&P 500 Value ETF 3.5 10 2 7.5 +0.7
VONE Vanguard Russell 1000 ETF 3.5 8 4 6.5 -0.3
IVE iShares S&P 500 Value ETF 3.5 18 -6 7.5 +0.6
SSPY Syntax Stratified LargeCap ETF 3.5 30 -18 7.6 +0.7
SPYV SPDR Portfolio S&P 500 Value ETF 3.5 4 8 7.6 +0.8
INFL Horizon Kinetics Inflation Beneficiaries ETF 3.4 85 -73 5.2 -1.6
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 3.4 12 0 7.4 +0.5
GURU Global X Guru Index ETF 3.4 75 -63 4.4 -2.5
JHML John Hancock Multifactor Large Cap ETF 3.4 29 -17 7.0 +0.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 3.4 20 -8 6.4 -0.4
MKEM Meakem Value and Inflation Screen 3.4 10 2 6.5 -0.3
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 3.3 25 -13 7.0 +0.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 3.3 15 -3 6.3 -0.6
VTV Vanguard Value Index Fund 3.3 4 8 8.3 +1.5
FDMO Fidelity Momentum Factor ETF 3.3 29 -17 6.5 -0.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.3 29 -17 8.3 +1.5
NULC Nuveen ESG Large-Cap ETF 3.3 20 -8 6.4 -0.5
MMTM SPDR S&P 1500 Momentum Tilt ETF 3.3 12 0 6.7 -0.2
IWB iShares Russell 1000 ETF 3.3 15 -3 6.4 -0.4
IYY iShares Dow Jones U.S. ETF 3.3 20 -8 6.4 -0.5
PRF Invesco FTSE RAFI US 1000 ETF 3.3 39 -27 8.2 +1.4
JVAL JPMorgan U.S. Value Factor ETF 3.3 12 0 10.0 +3.2
SPXV ProShares S&P 500 Ex-Health Care ETF 3.3 27 -15 6.2 -0.6
SCHK Schwab 1000 Index ETF 3.3 5 7 6.5 -0.4
JMOM JPMorgan U.S. Momentum Factor ETF 3.3 12 0 6.7 -0.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3.3 11 1 6.6 -0.3
FLLV Franklin Liberty U.S. Low Volatility ETF 3.3 29 -17 6.8 -0.1
FDLO Fidelity Low Volatility Factor ETF 3.2 29 -17 6.4 -0.4
ILCB iShares Morningstar U.S. Equity ETF 3.2 3 9 6.6 -0.3
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 3.2 49 -37 7.1 +0.2
PSC Principal U.S. Small Cap Index ETF 3.2 38 -26 8.2 +1.3
FEX First Trust Large Cap Core AlphaDEX Fund 3.2 59 -47 8.4 +1.5
SCHX Schwab U.S. Large-Cap ETF 3.2 3 9 6.5 -0.3
AFSM First Trust Active Factor Small Cap ETF 3.2 75 -63 8.8 +2.0
SPTM SPDR Portfolio Total Stock Market ETF 3.2 3 9 6.8 -0.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3.1 9 3 7.3 +0.4
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 3.1 75 -63 6.4 -0.5
NOBL ProShares S&P 500 Dividend Aristocrats ETF 3.1 35 -23 6.9 +0.1
PBP Invesco S&P 500 BuyWrite ETF 3.1 49 -37 6.3 -0.5
XYLD Global X S&P 500 Covered Call ETF 3.1 60 -48 6.2 -0.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 3.1 14 -2 6.6 -0.3
ESIX SPDR S&P SmallCap 600 ESG ETF 3.1 12 0 8.7 +1.8
SMLE Xtrackers S&P SmallCap 600 ESG ETF 3.1 15 -3 8.6 +1.7
XRMI Global X S&P 500 Risk Managed Income ETF 3.1 60 -48 6.4 -0.4
VLUE iShares MSCI USA Value Factor ETF 3.1 15 -3 13.7 +6.8
XVV iShares ESG Screened S&P 500 ETF 3.1 8 4 6.7 -0.2
FDRR Fidelity Dividend ETF for Rising Rates 3.1 29 -17 8.7 +1.8
USMF WisdomTree U.S. Multifactor Fund 3.1 28 -16 8.7 +1.9
FAB First Trust Multi Cap Value AlphaDEX Fund 3.1 69 -57 12.0 +5.2
QUAL iShares MSCI Usa Quality Factor ETF 3.1 15 -3 8.0 +1.2
JAVA JPMorgan Active Value ETF 3.1 44 -32 7.2 +0.4
FVAL Fidelity Value Factor ETF 3.1 29 -17 10.5 +3.7
SLYG SPDR S&P 600 Small Cap Growth ETF 3.1 15 -3 8.1 +1.2
IJT iShares S&P Small-Cap 600 Growth ETF 3.1 18 -6 8.1 +1.2
SHE SPDR SSGA Gender Diversity Index ETF 3.1 20 -8 6.8 -0.0
RNDV US Equity Dividend Select ETF 3.0 50 -38 10.6 +3.8
ZECP Zacks Earnings Consistent Portfolio ETF 3.0 55 -43 6.6 -0.2
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 3.0 15 -3 6.6 -0.2
XCLR Global X S&P 500 Collar 95-110 ETF 3.0 60 -48 6.5 -0.4
SPXE ProShares S&P 500 Ex-Energy ETF 3.0 27 -15 6.5 -0.3
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.0 39 -27 10.6 +3.8
VV Vanguard Large-Cap Index Fund 3.0 4 8 6.5 -0.3
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 3.0 39 -27 6.9 +0.1
CSML IQ Chaikin U.S. Small Cap ETF 3.0 35 -23 6.3 -0.6
RNLC Large Cap US Equity Select ETF 3.0 60 -48 8.0 +1.2
XYLG Global X S&P 500 Covered Call & Growth ETF 3.0 60 -48 6.2 -0.7
VOO VANGUARD S&P 500 ETF 3.0 3 9 6.7 -0.1
PBUS Invesco PureBeta MSCI USA ETF 3.0 4 8 6.6 -0.3
RESP WisdomTree US ESG Fund of Benef Interest 2.9 28 -16 7.9 +1.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.9 2 10 6.6 -0.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.9 15 -3 8.2 +1.3
ROCI ROC ETF 2.9 49 -37 5.5 -1.4
ADME Aptus Drawdown Managed Equity ETF 2.9 79 -67 5.7 -1.2
ETHO Etho Climate Leadership U.S. ETF 2.9 47 -35 4.9 -2.0
IUSA Amberwave Invest USA JSG Fund 2.9 67 -55 6.9 +0.0
FMIL Fidelity New Millennium ETF 2.9 59 -47 7.2 +0.4
SUSL iShares ESG MSCI USA Leaders ETF 2.9 10 2 6.7 -0.2
ESGU iShares MSCI USA ESG Optimized ETF 2.9 15 -3 6.5 -0.3
ERTH Invesco MSCI Sustainable Future ETF 2.9 56 -44 3.4 -3.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.9 10 2 6.7 -0.2
ILCV iShares Morningstar Value ETF 2.9 4 8 8.2 +1.3
IVV iShares Core S&P 500 ETF 2.9 3 9 6.7 -0.2
JEPI JPMorgan Equity Premium Income ETF 2.9 35 -23 6.2 -0.7
XVOL Acruence Active Hedge U.S. Equity ETF 2.9 83 -71 5.9 -0.9
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.9 20 -8 6.6 -0.3
USMV iShares Edge MSCI Min Vol USA ETF 2.9 15 -3 6.5 -0.4
SPLG SPDR Portfolio S&P 500 ETF 2.9 3 9 6.7 -0.1
SPY SPDR S&P 500 ETF Trust 2.9 9 3 6.7 -0.2
ACIO Aptus Collared Income Opportunity ETF 2.9 79 -67 6.0 -0.9
FYC First Trust Small Cap Growth AlphaDEX Fund 2.9 70 -58 3.6 -3.3
CATH Global X S&P 500 Catholic Values Custom ETF 2.8 29 -17 6.4 -0.4
SSLY Syntax Stratified SmallCap ETF 2.8 35 -23 7.9 +1.0
XTR Global X S&P 500 Tail Risk ETF 2.8 60 -48 6.5 -0.3
TMFM Motley Fool Mid-Cap Growth ETF 2.8 85 -73 4.6 -2.3
MTUM iShares MSCI USA Momentum Factor ETF 2.8 15 -3 6.7 -0.2
SNPE Xtrackers S&P 500 ESG ETF 2.8 10 2 6.9 +0.0
EFIV SPDR S&P 500 ESG ETF 2.8 10 2 6.9 +0.0
FEVR Inspire Faithward Large Cap Momentum ESG ETF 2.8 80 -68 6.1 -0.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.8 18 -6 6.7 -0.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.7 12 0 6.7 -0.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.7 7 5 6.5 -0.4
FSST Fidelity Sustainability U.S. Equity ETF 2.7 59 -47 6.5 -0.3
FSMO Fidelity Small-Mid Cap Opportunities ETF 2.7 64 -52 8.1 +1.3
VOTE Engine No. 1 Transform 500 ETF 2.7 5 7 6.5 -0.3
VUG Vanguard Growth Index Fund 2.7 4 8 5.4 -1.4
FLRG Fidelity U.S. Multifactor ETF 2.7 29 -17 8.6 +1.7
ACWF iShares MSCI Global Multifactor ETF 2.7 35 -23 10.1 +3.2
SPVM Invesco S&P 500 Value with Momentum ETF 2.6 39 -27 9.6 +2.8
QVML Invesco S&P 500 QVM Multi-factor ETF 2.6 11 1 7.0 +0.1
CGUS Capital Group Core Equity ETF 2.6 33 -21 6.8 -0.0
FTHI First Trust High Income ETF 2.6 85 -73 4.9 -2.0
XSLV Invesco S&P SmallCap Low Volatility ETF 2.6 25 -13 9.0 +2.1
IUSG iShares Core S&P US Growth ETF 2.5 4 8 6.3 -0.5
FNK First Trust Mid Cap Value AlphaDEX Fund 2.5 70 -58 12.0 +5.1
VLU SPDR S&P 1500 Value Tilt ETF 2.5 12 0 8.9 +2.0
FNDB Schwab Fundamental U.S. Broad Market Index ETF 2.5 25 -13 8.3 +1.4
PZLG Puzzle Mature Growth 2.5 10 2 6.9 +0.0
VICE AdvisorShares Vice ETF 2.5 99 -87 5.9 -1.0
BJK VanEck Gaming ETF 2.5 62 -50 1.9 -4.9
BEDZ AdvisorShares Hotel ETF 2.5 99 -87 1.7 -5.2
FYT First Trust Small Cap Value AlphaDEX Fund 2.5 71 -59 15.4 +8.5
VOOG Vanguard S&P 500 Growth ETF 2.5 10 2 6.3 -0.6
STLV iShares Factors US Value Style ETF 2.5 25 -13 10.4 +3.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 2.4 38 -26 7.5 +0.7
ACVF American Conservative Values ETF 2.4 75 -63 5.9 -1.0
YLDE ClearBridge Dividend Strategy ESG ETF 2.4 59 -47 6.9 0.0
ALFA AlphaClone Alternative Alpha ETF 2.4 65 -53 6.0 -0.8
EGIS 2nd Vote Society Defended ETF 2.4 75 -63 8.0 +1.2
SFY SoFi Select 500 ETF 2.4 0 12 6.6 -0.3
KRMA Global X Conscious Companies ETF 2.4 43 -31 6.9 +0.0
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 2.3 80 -68 8.2 +1.4
DBLV AdvisorShares DoubleLine Value Equity ETF 2.3 91 -79 12.1 +5.3
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.3 49 -37 6.0 -0.8
QLC FlexShares US Quality Large Cap Index Fund 2.3 25 -13 7.6 +0.7
TECB iShares US Tech Breakthrough Multisector ETF 2.3 40 -28 6.5 -0.4
IVW iShares S&P 500 Growth ETF 2.3 18 -6 6.2 -0.7
GRNR Global X Green Building ETF 2.3 45 -33 8.7 +1.9
SPYG SPDR Portfolio S&P 500 Growth ETF 2.3 4 8 6.3 -0.5
AQGX AI Quality Growth ETF 2.3 97 -85 5.5 -1.3
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.3 75 -63 4.1 -2.7
GBDV Global Beta Smart Income ETF 2.2 29 -17 0.0 -6.9
LRGF iShares Edge MSCI Multifactor USA ETF 2.2 8 4 7.6 +0.7
SQEW LeaderShares Equity Skew ETF 2.2 75 -63 6.8 -0.0
TOK iShares MSCI Kokusai ETF 2.2 25 -13 6.9 0.0
CRUZ Defiance Hotel Airline and Cruise ETF 2.2 45 -33 -5.0 -11.9
KOKU Xtrackers MSCI Kokusai Equity ETF 2.2 9 3 7.0 +0.2
VDNI V-Shares US Leadership Diversity ETF 2.2 29 -17 7.0 +0.2
VT Vanguard Total World Stock ETF 2.2 7 5 7.1 +0.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.2 30 -18 6.7 -0.1
AILG Alpha Intelligent - Large Cap Growth ETF 2.2 85 -73 4.2 -2.6
FLQL Franklin LibertyQ U.S. Equity ETF 2.2 15 -3 8.3 +1.5
EES WisdomTree SmallCap Earnings Fund 2.2 38 -26 11.3 +4.4
WLDR Affinity World Leaders Equity ETF 2.2 67 -55 11.5 +4.7
WOOD iShares Global Timber & Forestry ETF 2.2 40 -28 11.6 +4.8
CUT Invesco MSCI Global Timber ETF 2.2 60 -48 9.6 +2.8
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 2.2 35 -23 8.8 +1.9
MGK Vanguard Mega Cap Growth ETF 2.1 7 5 5.6 -1.2
HVAL ALPS Hillman Active Value ETF 2.1 55 -43 8.5 +1.6
AVDR AVDR US LargeCap Leading ETF 2.1 60 -48 0.0 -6.9
LVOL American Century Low Volatility ETF 2.1 29 -17 6.2 -0.6
VTWG Vanguard Russell 2000 Growth Index Fund 2.1 15 -3 2.1 -4.7
ISHP First Trust S-Network E-Commerce ETF 2.1 60 -48 4.9 -2.0
GENY Principal Millennials Index ETF 2.1 45 -33 5.2 -1.6
CLOU Global X Cloud Computing ETF 2.1 68 -56 2.1 -4.8
EQWL Invesco Russell Top 200 Equal Weight ETF 2.1 25 -13 8.1 +1.2
RPG Invesco S&P 500 Pure Growth ETF 2.1 35 -23 8.1 +1.2
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 2.1 30 -18 10.1 +3.2
URTH iShares MSCI World ETF 2.1 24 -12 6.9 +0.1
ESG FlexShares STOXX US ESG Impact Index Fund 2.1 32 -20 6.6 -0.3
FNDX Schwab Fundamental U.S. Large Co. Index ETF 2.0 25 -13 8.4 +1.5
FDWM Fidelity Women's Leadership ETF 2.0 59 -47 6.6 -0.3
FTA First Trust Large Cap Value AlphaDEX Fund 2.0 59 -47 10.9 +4.1
OALC OneAscent Large Cap Core ETF 2.0 76 -64 6.9 +0.1
SRET Global X SuperDividend REIT ETF 2.0 58 -46 9.2 +2.4
CLRG IQ Chaikin U.S. Large Cap ETF 2.0 25 -13 6.8 -0.1
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 2.0 17 -5 6.8 -0.1
IWP iShares Russell Mid-Cap Growth ETF 2.0 23 -11 4.9 -2.0
RFFC RiverFront Dynamic US Flex-Cap ETF 2.0 52 -40 6.6 -0.2
RAFE PIMCO RAFI ESG U.S. ETF 2.0 29 -17 9.5 +2.7
RWK Invesco S&P MidCap 400 Revenue ETF 1.9 39 -27 10.7 +3.9
IWO iShares Russell 2000 Growth ETF 1.9 23 -11 1.9 -4.9
GSPY Gotham Enhanced 500 ETF 1.9 50 -38 7.2 +0.4
QDIV Global X S&P 500 Quality Dividend ETF 1.9 20 -8 10.0 +3.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.9 9 3 6.8 -0.1
ACWI iShares MSCI ACWI ETF 1.8 32 -20 7.0 +0.2
QUS SPDR MSCI USA StrategicFactors ETF 1.8 15 -3 7.2 +0.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.8 20 -8 7.3 +0.4
IBET iBET Sports Betting and Gaming ETF 1.8 79 -67 2.7 -4.2
VONG Vanguard Russell 1000 Growth Index Fund 1.8 8 4 5.9 -1.0
NTZG Nuveen Global Net Zero Transition ETF 1.7 55 -43 6.1 -0.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.7 29 -17 6.3 -0.6
VUSE Vident Core US Equity Fund 1.7 50 -38 11.4 +4.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.7 75 -63 7.0 +0.2
NUMG Nuveen ESG Mid-Cap Growth ETF 1.7 30 -18 2.3 -4.5
AVDG AVDR US LargeCap ESG ETF 1.7 60 -48 0.0 -6.9
WOMN Impact Shares YWCA Women's Empowerment ETF 1.7 75 -63 6.7 -0.1
PFM Invesco Dividend Achievers ETF 1.7 53 -41 6.9 +0.0
IWF iShares Russell 1000 Growth ETF 1.7 18 -6 5.7 -1.1
BKLC BNY Mellon US Large Cap Core Equity ETF 1.6 0 12 6.6 -0.3
NACP Impact Shares NAACP Minority Empowerment ETF 1.6 49 -37 6.5 -0.4
SAGP Strategas Global Policy Opportunities ETF 1.6 65 -53 8.1 +1.2
JZRO Janus Henderson Net Zero Transition Resources ETF 1.6 60 -48 7.6 +0.8
FTCS First Trust Capital Strength ETF 1.6 55 -43 7.3 +0.4
TEMP JPMorgan Climate Change Solutions ETF 1.6 49 -37 5.0 -1.9
NULG Nuveen ESG Large-Cap Growth ETF 1.6 25 -13 5.1 -1.7
LRGE ClearBridge Large Cap Growth ESG ETF 1.6 59 -47 4.4 -2.4
IWY iShares Russell Top 200 Growth ETF 1.6 20 -8 6.0 -0.9
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.6 60 -48 8.7 +1.9
IWL iShares Russell Top 200 ETF 1.6 15 -3 6.4 -0.4
TMFC Motley Fool 100 Index ETF 1.6 50 -38 5.2 -1.6
JRNY ALPS Global Travel Beneficiaries ETF 1.6 65 -53 1.0 -5.9
IWX iShares Russell Top 200 Value ETF 1.5 20 -8 8.0 +1.2
GDOC Goldman Sachs Future Health Care Equity ETF 1.5 75 -63 1.8 -5.0
HELX Franklin Genomic Advancements ETF 1.5 50 -38 1.1 -5.8
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.5 39 -27 10.0 +3.1
MGC Vanguard Mega Cap Index Fund 1.5 7 5 6.5 -0.3
SCHG Schwab U.S. Large-Cap Growth ETF 1.5 40 -28 4.7 -2.1
COWZ Pacer US Cash Cows 100 ETF 1.5 49 -37 12.6 +5.7
OSCV Opus Small Cap Value Plus ETF 1.5 79 -67 6.3 -0.6
KOCG FIS Knights of Columbus Global Belief ETF 1.5 75 -63 8.2 +1.4
EQOP Natixis U.S. Equity Opportunities ETF 1.5 85 -73 6.8 -0.0
EPS WisdomTree U.S. Earnings 500 Fund 1.5 8 4 8.2 +1.4
ROSC Hartford Multifactor Small Cap ETF 1.4 34 -22 11.9 +5.1
GNR SPDR S&P Global Natural Resources ETF 1.4 40 -28 9.5 +2.7
GDIV Harbor Dividend Growth Leaders ETF 1.4 50 -38 7.6 +0.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.4 25 -13 7.5 +0.6
SIXA 6 Meridian Mega Cap Equity ETF 1.4 82 -70 8.5 +1.7
PEZ Invesco DWA Consumer Cyclicals Momentum ETF 1.4 60 -48 8.0 +1.1
SIXH 6 Meridian Hedged Equity-Index Option Strategy ETF 1.4 87 -75 7.9 +1.0
DIVB iShares U.S. Dividend & Buyback ETF 1.4 25 -13 8.4 +1.6
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.3 52 -40 8.4 +1.5
ACWV iShares MSCI Global Min Vol Factor ETF 1.3 20 -8 7.2 +0.3
MVPS Amplify Thematic All-Stars ETF 1.3 49 -37 2.1 -4.8
CGDV Capital Group Dividend Value ETF 1.3 33 -21 7.4 +0.5
CACG ClearBridge All Cap Growth ETF 1.3 53 -41 4.5 -2.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.3 35 -23 8.5 +1.7
UVDV UVA Dividend Value ETF 1.2 80 -68 7.6 +0.8
FLV American Century Focused Large Cap Value ETF 1.2 42 -30 7.8 +0.9
TMFS Motley Fool Small Cap Growth ETF 1.2 85 -73 2.5 -4.3
GVLU Gotham 1000 Value ETF 1.2 50 -38 11.3 +4.4
WKLY SoFi Weekly Dividend ETF 1.2 49 -37 9.0 +2.2
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.2 46 -34 8.4 +1.5
SMDV ProShares Russell 2000 Dividend Growers ETF 1.2 41 -29 6.9 +0.1
XMVM Invesco S&P MidCap Value with Momentum ETF 1.2 39 -27 12.9 +6.0
HEET Hartford Schroders ESG US Equity ETF 1.2 39 -27 7.6 +0.8
DIV Global X SuperDividend US ETF 1.1 45 -33 7.1 +0.2
HLGE Hartford Longevity Economy ETF 1.1 44 -32 9.1 +2.2
PSET Principal Price Setters Index ETF 1.1 15 -3 7.3 +0.4
SPGP Invesco S&P 500 GARP ETF 1.1 36 -24 9.9 +3.1
ESGG FlexShares STOXX Global ESG Impact Index Fund 1.1 42 -30 7.1 +0.2
AILV Alpha Intelligent - Large Cap Value ETF 1.1 85 -73 6.9 +0.0
HKND Humankind US Stock ETF 1.1 11 1 8.4 +1.5
QWLD SPDR MSCI World StrategicFactors ETF 1.0 30 -18 7.5 +0.6
XSMO Invesco S&P SmallCap Momentum ETF 1.0 39 -27 7.0 +0.1
PEXL Pacer US Export Leaders ETF 1.0 60 -48 7.6 +0.8
HLAL Wahed FTSE USA Shariah ETF 1.0 50 -38 6.2 -0.7
DTEC ALPS Disruptive Technologies ETF 1.0 50 -38 4.4 -2.5
SVAL iShares US Small Cap Value Factor ETF 1.0 20 -8 11.5 +4.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.9 19 -7 7.8 +0.9
PRN Invesco DWA Industrials Momentum ETF 0.9 60 -48 5.5 -1.3
TMFX Motley Fool Next Index ETF 0.9 50 -38 3.9 -3.0
RWL Invesco S&P 500 Revenue ETF 0.9 39 -27 7.8 +0.9
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 0.9 21 -9 4.6 -2.3
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.9 30 -18 12.9 +6.1
VSLU Applied Finance Valuation Large Cap ETF 0.9 49 -37 8.3 +1.5
MGV Vanguard Mega Cap Value ETF 0.9 7 5 8.2 +1.4
DSTL Distillate US Fundamental Stability & Value ETF 0.9 39 -27 8.2 +1.3
MMLG First Trust Multi-Manager Large Growth ETF 0.8 85 -73 3.1 -3.8
ITAN Sparkline Intangible Value ETF 0.8 50 -38 8.1 +1.3
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 0.8 75 -63 6.6 -0.2
BFTR Future Innovators ETF 0.8 80 -68 2.0 -4.9
MGMT Ballast Small/Mid Cap ETF 0.8 110 -98 8.5 +1.6
DGRW WisdomTree U.S. Quality Dividend Growth Fund 0.8 28 -16 7.7 +0.9
ABEQ Absolute Core Strategy ETF 0.7 85 -73 5.0 -1.8
IWC iShares Micro-Cap ETF 0.7 60 -48 -6.0 -12.8
HAP VanEck Natural Resources ETF 0.7 49 -37 8.4 +1.5
IOO iShares Global 100 ETF 0.7 40 -28 7.0 +0.1
GBLO Global Beta Low Beta ETF 0.7 29 -17 0.0 -6.9
OEF iShares S&P 100 ETF 0.7 20 -8 6.5 -0.4
FBCV Fidelity Blue Chip Value ETF 0.7 59 -47 7.7 +0.8
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.7 30 -18 9.7 +2.8
SDIV Global X SuperDividend ETF 0.7 58 -46 22.8 +16.0
ENTR Entrepreneur 30 Fund 0.7 49 -37 3.2 -3.6
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.7 20 -8 5.6 -1.3
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.7 15 -3 4.5 -2.4
FDN First Trust Dow Jones Internet Index Fund 0.7 51 -39 3.3 -3.5
DGT SPDR Global Dow ETF 0.7 50 -38 8.6 +1.7
XMHQ Invesco S&P MidCap Quality ETF 0.6 25 -13 9.0 +2.1
AIEQ AI Powered Equity ETF 0.6 75 -63 -2.5 -9.3
GBGR Global Beta Momentum-Growth ETF 0.6 29 -17 0.0 -6.9
NZRO Strategy Shares Halt Climate Change ETF 0.6 95 -83 1.9 -5.0
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.6 35 -23 8.7 +1.8
DFAT Dimensional U.S. Targeted Value ETF 0.6 29 -17 9.3 +2.4
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 0.6 50 -38 3.7 -3.2
JSML Janus Henderson Small Cap Growth Alpha ETF 0.5 30 -18 11.0 +4.1
DFAS Dimensional U.S. Small Cap ETF 0.5 28 -16 7.3 +0.4
KSCD KFA Small Cap Quality Dividend Index ETF 0.5 51 -39 6.6 -0.3
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 0.5 38 -26 10.7 +3.8
IUS Invesco Strategic US ETF 0.5 19 -7 8.2 +1.4
IETC iShares Evolved U.S. Technology ETF 0.5 18 -6 5.9 -1.0
MBOX Freedom Day Dividend ETF 0.5 39 -27 8.9 +2.0
PZLD Puzzle Divdend Leaders 0.5 10 2 8.4 +1.5
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 0.5 41 -29 6.9 +0.1
METV Roundhill Ball Metaverse ETF 0.5 59 -47 5.2 -1.6
AVSC Avantis U.S Small Cap Equity ETF 0.5 25 -13 5.5 -1.3
DFSV Dimensional US Small Cap Value ETF 0.5 31 -19 9.3 +2.4
UBCB UBC Algorithmic Fundamentals ETF 0.5 75 -63 5.1 -1.8
TMDV ProShares Russell US Dividend Growers ETF 0.5 36 -24 6.7 -0.2
USVT US Value ETF 0.5 49 -37 12.3 +5.5
CSD Invesco S&P Spin-Off ETF 0.5 65 -53 7.1 +0.3
HART IQ Healthy Hearts ETF 0.5 45 -33 6.2 -0.6
XITK SPDR FactSet Innovative Technology ETF 0.4 45 -33 -3.5 -10.3
CVAR Cultivar ETF 0.4 87 -75 8.7 +1.9
BFOR Barron's 400 ETF 0.4 65 -53 9.4 +2.6
RPV Invesco S&P 500 Pure Value ETF 0.4 35 -23 11.0 +4.1
WDIV SPDR Global Dividend ETF 0.4 40 -28 10.2 +3.3
DWAS Invesco DWA SmallCap Momentum ETF 0.4 60 -48 -0.0 -6.9
PNQI Invesco NASDAQ Internet ETF 0.4 60 -48 3.5 -3.4
GVIP Goldman Sachs Hedge Industry VIP ETF 0.4 45 -33 4.6 -2.3
MRND IQ U.S. Mid Cap R&D Leaders ETF 0.4 16 -4 1.8 -5.0
ARKF ARK Fintech Innovation ETF 0.4 75 -63 -1.5 -8.4
JFWD Jacob Forward ETF 0.4 75 -63 -12.0 -18.9
AOTG AOT Growth and Innovation ETF 0.4 75 -63 3.4 -3.4
XOUT GraniteShares XOUT U.S. Large Cap ETF 0.4 60 -48 5.9 -1.0
SDGA Impact Shares Sustainable Development Goals Global ETF 0.4 75 -63 7.9 +1.0
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.3 65 -53 3.1 -3.7
JHCS John Hancock Multifactor Media & Communications ETF 0.3 40 -28 9.5 +2.6
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.3 35 -23 9.8 +2.9
SPHQ Invesco S&P 500 Quality ETF 0.3 15 -3 6.5 -0.4
XSHQ Invesco S&P SmallCap Quality ETF 0.3 29 -17 10.5 +3.6
TPLC Timothy Plan US Large Cap Core ETF 0.3 52 -40 6.6 -0.3
DFAC Dimensional U.S. Core Equity 2 ETF 0.3 19 -7 7.4 +0.5
STLG iShares Factors US Growth Style ETF 0.3 25 -13 8.0 +1.2
DFUV Dimensional US Marketwide Value ETF 0.3 23 -11 9.2 +2.4
CFA VictoryShares US 500 Volatility Weighted Index ETF 0.3 35 -23 7.5 +0.6
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.3 95 -83 2.5 -4.4
AVUV Avantis U.S. Small Cap Value ETF 0.3 25 -13 10.6 +3.7
SQLV Legg Mason Small-Cap Quality Value 0.3 61 -49 12.5 +5.7
ANEW ProShares MSCI Transformational Changes ETF 0.3 45 -33 5.2 -1.6
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.3 35 -23 10.2 +3.3
FDM First Trust Dow Jones Select Microcap Index Fund 0.3 60 -48 5.9 -1.0
IEDI iShares Evolved U.S. Discretionary Spending ETF 0.3 18 -6 5.2 -1.7
SIXS 6 Meridian Small Cap Equity ETF 0.2 100 -88 11.4 +4.6
FTQI First Trust Nasdaq BuyWrite Income ETF 0.2 85 -73 4.5 -2.4
AVUS Avantis U.S. Equity ETF 0.2 15 -3 7.6 +0.7
FPX First Trust US IPO Index Fund 0.2 57 -45 1.7 -5.1
VFLQ Vanguard U.S. Liquidity Factor ETF 0.2 13 -1 4.9 -2.0
RFV Invesco S&P Midcap 400 Pure Value ETF 0.2 35 -23 11.6 +4.8
NVQ QRAFT AI-Enhanced US Next Value ETF 0.2 75 -63 10.8 +4.0
PLAT WisdomTree Modern Tech Platforms Fund 0.2 20 -8 -0.0 -6.9
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 0.2 75 -63 8.3 +1.4
DFAU Dimensional US Core Equity Market ETF 0.2 12 0 6.7 -0.1
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.2 35 -23 9.4 +2.6
VFMV Vanguard U.S. Minimum Volatility ETF 0.2 13 -1 7.1 +0.2
ACTV LeaderShares Activist Leaders ETF 0.2 75 -63 12.2 +5.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.2 75 -63 10.9 +4.1
VFVA Vanguard U.S. Value Factor ETF 0.2 13 -1 12.6 +5.7
PEY Invesco High Yield Equity Dividend Achievers ETF 0.2 53 -41 9.5 +2.6
MSOS AdvisorShares Pure US Cannabis ETF 0.1 73 -61 -3.4 -10.2
TOKE Cambria Cannabis ETF 0.1 42 -30 -11.9 -18.7
MJUS ETFMG U.S. Alternative Harvest ETF 0.1 75 -63 -22.3 -29.2
YOLO AdvisorShares Pure Cannabis ETF 0.1 76 -64 -30.0 -36.9
MJ ETFMG Alternative Harvest ETF 0.1 75 -63 -30.8 -37.6
DFUS Dimensional U.S. Equity ETF 0.1 11 1 6.6 -0.3
VFMO Vanguard U.S. Momentum Factor ETF 0.1 13 -1 5.2 -1.6
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.1 36 -24 9.8 +2.9
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.1 39 -27 12.9 +6.0
VFQY Vanguard U.S. Quality Factor ETF 0.1 13 -1 8.9 +2.0
CALF Pacer US Small Cap Cash Cows 100 ETF 0.1 59 -47 13.5 +6.6
VFMF Vanguard U.S. Multifactor ETF 0.1 18 -6 10.3 +3.4
TPSC Timothy Plan US Small Cap Core ETF 0.1 52 -40 8.9 +2.0
RAYD Rayliant Quantitative Developed Market Equity ETF 0.1 80 -68 9.7 +2.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.1 52 -40 6.0 -0.9
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 0.1 35 -23 7.8 +0.9
VERS ProShares Metaverse ETF 0.1 58 -46 -4.3 -11.1
TWEB SoFi Web 3 ETF 0.1 59 -47 -5.8 -12.7
PKW Invesco Buyback Achievers ETF 0.1 64 -52 9.6 +2.7
CBSE Changebridge Capital Sustainable Equity ETF 0.1 85 -73 -0.7 -7.5
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.1 60 -48 12.4 +5.5
VAMO Cambria Value & Momentum ETF 0.1 64 -52 11.6 +4.8
JSTC Adasina Social Justice All Cap Global ETF 0.1 89 -77 6.9 +0.0
FBCG Fidelity Blue Chip Growth ETF 0.1 59 -47 2.9 -3.9
BYOB SoFi Be Your Own Boss ETF 0.1 59 -47 -5.5 -12.3
LOPX Direxion Low Priced Stock ETF 0.1 50 -38 -18.7 -25.6
DEEP Roundhill Acquirers Deep Value ETF 0.0 80 -68 18.6 +11.8
DWMC AdvisorShares Dorsey Wright Micro-Cap ETF 0.0 127 -115 1.6 -5.3
CSB VictoryShares US Small Cap High Dividend Volatility Wtd Idx 0.0 35 -23 10.1 +3.3
CGV Conductor Global Equity Value ETF 0.0 128 -116 9.9 +3.0
VYM Vanguard High Dividend Yield Index ETF 0.0 6 6 8.6 +1.8

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

  2017 2018 2019 2020 2021 2022E 2023E
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
  2021 2022E 2023E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
Vanguard REIT Index Fund
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 15.5 %
Divided by: Fwd. P/BV 2.2 x
Less: Expense ratio 12 bp
Equals: ALTAR Score 6.9 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.46 CATEGORY
AVERAGE
1.49
 
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.