Vanguard REIT Index Fund
ALTAR
Score™
6.4% info Recommen-
dation
NEUTRAL
2023E    2024E
P/E
ratio
17.4x P/Sales
ratio
5.2x
P/BV
ratio
2.3x Div.
yield
3.5%


  • 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) $38,412
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) $32,238
Large cap (>$10bn) 76.3%
Mid cap ($2-10bn) 19.0%
Small cap (<$2bn) 4.3%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
PROLOGIS INC 7.6 %
AMERICAN TOWER CORP-CL A 7.0 %
EQUINIX INC 4.4 %
CROWN CASTLE INTL CORP 4.3 %
PUBLIC STORAGE 3.1 %
REALTY INCOME CORP 2.8 %
SIMON PROPERTY GROUP INC 2.7 %
WELLTOWER, INC. 2.2 %
SBA COMMUNICATIONS CORP. CLASS A 2.2 %
DIGITAL REALTY TRUST INC 2.0 %
Total 38.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 87.8 %
BRITAIN 0.1 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
10.4% -11.1% 6.7% 7.1% 7.9%

Market Correlations
versus... Beta R-squared
S&P500 1.00 83%
MSCI EAFE 0.96 76%
MSCI Emg. Mkts. 0.76 51%

Technical Indicators
Recent close $93.70
30d moving avg. $85.90
Annualized volatility 23.6%
Short interest (ETF) 3.6%
Short interest (Underlying) 2.4%
Relative strength (RSI) 63

Liquidity measures
Avg. volume (thou.) 5,298
Turnover 1.3%
Bid/Ask (% of price) 0.01%
ADV underlying (mns) $4,385

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 613 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™: 6.4%


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 87.2 84 -72 5.7 -0.8
SCHH Schwab U.S. REIT ETF 82.8 7 5 6.5 +0.1
DFAR Dimensional US Real Estate ETF 79.5 19 -7 6.4 -0.0
IYR iShares U.S. Real Estate ETF 79.3 39 -27 6.2 -0.2
USRT iShares Core U.S. REIT ETF 67.5 8 4 6.7 +0.2
FRI First Trust S&P REIT Index Fund 66.9 50 -38 6.2 -0.2
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 66.9 11 1 6.6 +0.2
REET iShares Global REIT ETF 65.3 14 -2 6.3 -0.1
AVRE Avantis Real Estate ETF 64.9 17 -5 5.8 -0.7
RWO SPDR Dow Jones Global Real Estate ETF 61.8 50 -38 5.9 -0.5
RWR SPDR Dow Jones REIT ETF 61.8 25 -13 6.4 0.0
XLRE The Real Estate Select Sector SPDR Fund 61.6 10 2 6.1 -0.4
ICF iShares Cohen & Steers REIT ETF 58.4 32 -20 5.9 -0.5
PSR Invesco Active U.S. Real Estate Fund 56.4 35 -23 6.0 -0.5
EWRE Invesco S&P 500 Equal Weight Real Estate ETF 52.1 40 -28 6.2 -0.3
ROOF IQ US Real Estate Small Cap ETF 49.9 60 -48 6.0 -0.4
PPTY PPTY-U.S. Diversified Real Estate ETF 48.1 49 -37 6.3 -0.1
FPRO Fidelity Real Estate Investment ETF 43.0 59 -47 5.1 -1.3
JPRE JPMorgan Realty Income ETF 41.1 50 -38 5.9 -0.5
IVRA Invesco Real Assets ESG ETF 39.1 59 -47 6.1 -0.4
GQRE FlexShares Global Quality Real Estate Index Fund 36.5 45 -33 6.5 +0.1
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 29.8 75 -63 3.2 -3.3
SPRE SP Funds S&P Global REIT Sharia ETF 29.8 69 -57 4.3 -2.1
DTRE Alerian Disruptive Technology Real Estate ETF 29.3 60 -48 5.9 -0.5
WTRE WisdomTree New Economy Real Estate Fund 28.9 58 -46 4.5 -1.9
DRW WisdomTree Global ex-US Real Estate Fund 27.4 58 -46 3.7 -2.7
RITA ETFB Green SRI REITs ETF 26.8 50 -38 4.4 -2.0
REZ iShares Residential Real Estate Capped ETF 24.3 48 -36 5.7 -0.7
JRE Janus Henderson U.S. Real Estate ETF 22.6 65 -53 4.8 -1.6
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF 20.9 60 -48 6.3 -0.1
NURE Nuveen Short-Term REIT ETF 20.2 35 -23 5.3 -1.1
VPN Global X Data Center REITs & Digital Infrastructure ETF 19.9 50 -38 5.4 -1.0
HOMZ Hoya Capital Housing ETF 19.2 30 -18 9.0 +2.6
RDOG ALPS REIT Dividend Dogs ETF 18.2 35 -23 10.2 +3.8
VRAI Virtus Real Asset Income ETF 17.4 55 -43 7.5 +1.1
BYTE Roundhill IO Digital Infrastructure ETF 16.6 76 -64 4.3 -2.1
HAUS Home Appreciation U.S. REIT ETF 16.2 60 -48 5.6 -0.8
INDS Pacer Benchmark Industrial Real Estate SCTR ETF 16.1 60 -48 5.1 -1.4
BLLD JPMorgan Sustainable Infrastructure ETF 15.6 49 -37 5.1 -1.3
RIET Hoya Capital High Dividend Yield ETF 15.2 50 -38 9.8 +3.4
BLDG Cambria Global Real Estate ETF 14.7 59 -47 8.9 +2.5
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 14.3 69 -57 7.5 +1.1
BIBL Inspire ETF 13.8 35 -23 5.5 -0.9
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 11.9 47 -35 5.2 -1.2
RESI Kelly Residential & Apartment Real Estate ETF 11.9 68 -56 4.5 -1.9
SPYD SPDR S&P 500 High Dividend ETF 10.9 7 5 9.6 +3.2
VOE Vanguard Mid-Cap Value Index Fund 10.7 7 5 8.0 +1.6
XDAT Franklin Exponential Data ETF 10.6 50 -38 3.9 -2.5
IWS iShares Russell Mid-Cap Value ETF 10.5 23 -11 7.0 +0.5
GLIF AGFiQ Global Infrastructure ETF 10.4 45 -33 5.8 -0.6
NETL NETLease Corporate Real Estate ETF 10.0 60 -48 7.7 +1.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 9.6 24 -12 8.7 +2.3
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 9.6 60 -48 10.0 +3.6
DON WisdomTree U.S. MidCap Dividend Fund 9.6 38 -26 8.9 +2.4
IMCV iShares Morningstar Mid-Cap Value ETF 9.5 6 6 8.3 +1.9
FDVV Fidelity Core Dividend ETF 9.4 29 -17 7.4 +1.0
VBR Vanguard Small Cap Value Index Fund 9.3 7 5 8.3 +1.9
FLDZ RiverNorth Volition America Patriot ETF 9.2 70 -58 6.4 +0.0
NUMV Nuveen ESG Mid-Cap Value ETF 9.1 30 -18 8.8 +2.4
IJJ iShares S&P Mid-Cap 400 Value ETF 9.1 18 -6 8.4 +1.9
MDYV SPDR S&P 400 Mid Cap Value ETF 9.1 15 -3 8.4 +2.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 9.1 80 -68 6.3 -0.1
IMCB iShares Morningstar Mid-Cap ETF 9.1 4 8 6.6 +0.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 9.0 4 8 6.6 +0.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 8.9 15 -3 8.4 +2.0
IMCG iShares Morningstar Mid-Cap Growth ETF 8.6 6 6 4.9 -1.5
VO Vanguard Mid-Cap Index Fund 8.6 4 8 6.5 +0.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 8.5 18 -6 8.4 +2.0
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 8.5 30 -18 8.4 +2.0
IWN iShares Russell 2000 Value ETF 8.5 23 -11 5.7 -0.8
VTWV Vanguard Russell 2000 Value Index Fund 8.5 15 -3 5.7 -0.7
FIVG Defiance Next Gen Connectivity ETF 8.5 30 -18 7.4 +0.9
ONEY SPDR Russell 1000 Yield Focus ETF 8.4 20 -8 9.8 +3.3
EQAL Invesco Russell 1000 Equal Weight ETF 8.4 20 -8 6.5 +0.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 8.3 7 5 5.5 -1.0
RYJ Invesco Raymond James SB-1 Equity ETF 8.2 81 -69 5.0 -1.4
MDY SPDR S&P Midcap 400 ETF Trust 8.1 22 -10 7.5 +1.1
SCHM Schwab U.S. Mid-Cap ETF 8.0 4 8 6.2 -0.2
VALQ American Century STOXX U.S. Quality Value ETF 8.0 29 -17 9.9 +3.5
XJH iShares ESG Screened S&P Mid-Cap ETF 7.9 12 0 7.5 +1.1
LVHD Legg Mason Low Volatility High Dividend ETF 7.9 27 -15 7.7 +1.3
IJH iShares Core S&P Mid-Cap ETF 7.9 5 7 7.7 +1.3
SPMD SPDR Portfolio Mid Cap ETF 7.9 5 7 7.7 +1.3
PY Principal Shareholder Yield Index ETF 7.9 15 -3 7.8 +1.4
VB Vanguard Small-Cap ETF 7.8 5 7 5.7 -0.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 7.8 15 -3 8.1 +1.7
IVOO Vanguard S&P Mid-Cap 400 ETF 7.7 10 2 7.7 +1.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 7.7 15 -3 7.9 +1.5
IWR iShares Russell Midcap ETF 7.6 18 -6 6.1 -0.3
TMFG Motley Fool Global Opportunities ETF 7.5 85 -73 4.1 -2.3
NUDV Nuveen ESG Dividend ETF 7.4 25 -13 7.5 +1.0
PBSM Invesco PureBeta MSCI USA Small Cap ETF 7.4 6 6 5.2 -1.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 7.3 29 -17 7.8 +1.4
FNDA Schwab Fundamental U.S. Small Co. Index ETF 7.3 25 -13 6.5 +0.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 7.3 10 2 5.9 -0.5
IDAT iShares Cloud 5G and Tech ETF 7.3 47 -35 5.8 -0.6
EWMC Invesco S&P MidCap 400 Equal Weight ETF 7.2 40 -28 7.4 +1.0
FSMD Fidelity Small-Mid Factor ETF 7.2 29 -17 8.4 +2.0
NZUS SPDR MSCI USA Climate Paris Aligned ETF 7.1 10 2 5.9 -0.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 7.1 24 -12 8.2 +1.8
SFYX Sofi Next 500 ETF 6.8 0 12 6.5 +0.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 6.7 20 -8 7.2 +0.8
ISCV iShares Morningstar Small Cap Value ETF 6.7 6 6 7.7 +1.2
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 6.6 17 -5 5.2 -1.2
CZA Invesco Zacks Mid-Cap ETF 6.6 69 -57 6.8 +0.4
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 6.6 29 -17 7.9 +1.5
YPS Arrow Reverse Cap 500 ETF 6.6 29 -17 6.1 -0.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 6.5 25 -13 6.2 -0.2
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 6.5 20 -8 8.2 +1.8
VEGN US Vegan Climate ETF 6.4 60 -48 5.7 -0.8
ICAP InfraCap Equity Income Fund ETF 6.4 80 -68 9.0 +2.6
NXTG First Trust Indxx NextG ETF 6.4 70 -58 6.9 +0.5
MILN Global X Millennial Consumer ETF 6.3 50 -38 3.1 -3.3
LGLV SPDR Russell 1000 Low Volatility ETF 6.3 12 0 5.9 -0.6
VXF Vanguard Extended Market Index Fund 6.3 6 6 4.0 -2.4
VOT Vanguard Mid-Cap Growth Index Fund 6.3 7 5 4.9 -1.5
KVLE KFA Value Liner Dynamic Core Equity Index ETF 6.2 55 -43 6.5 +0.1
KLCD KFA Large Cap Quality Dividend Index ETF 6.2 40 -28 6.6 +0.2
IWM iShares Russell 2000 ETF 6.2 19 -7 4.2 -2.3
VTWO Vanguard Russell 2000 Index Fund 6.2 10 2 4.2 -2.2
KBWY Invesco KBW Premium Yield Equity REIT ETF 6.2 35 -23 13.0 +6.6
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 6.1 35 -23 7.6 +1.2
LYFE 2nd Vote Life Neutral Plus ETF 6.1 75 -63 7.1 +0.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 6.1 9 3 6.4 -0.0
BOSS Global X Founder-Run Companies ETF 6.1 45 -33 3.3 -3.1
RNMC Mid Cap US Equity Select ETF 6.0 60 -48 8.7 +2.3
JHSC John Hancock Multifactor Small Cap ETF 6.0 42 -30 6.4 -0.0
SCHA Schwab U.S. Small-Cap ETF 6.0 4 8 5.2 -1.2
RSP Invesco S&P 500 Equal Weight ETF 6.0 20 -8 6.7 +0.3
SIZE iShares MSCI USA Size Factor ETF 6.0 15 -3 6.4 +0.0
QDEF FlexShares Quality Dividend Defensive Index Fund 5.9 37 -25 7.2 +0.8
FCLD Fidelity Cloud Computing ETF 5.9 39 -27 4.3 -2.1
EUSA iShares MSCI USA Equal Weighted ETF 5.9 9 3 6.5 +0.1
ISCB iShares Morningstar Small-Cap ETF 5.9 4 8 4.9 -1.5
DES WisdomTree U.S. SmallCap Dividend Fund 5.9 38 -26 8.9 +2.5
HAPY Harbor Corporate Culture Leaders ETF 5.8 36 -24 2.6 -3.9
BKSE BNY Mellon US Small Cap Core Equity ETF 5.8 4 8 5.8 -0.7
VBK Vanguard Small-Cap Growth Index Fund 5.7 7 5 1.7 -4.7
CVY Invesco Zacks Multi-Asset Income ETF 5.7 100 -88 12.0 +5.6
NUSC Nuveen ESG Small-Cap ETF 5.6 30 -18 5.2 -1.2
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 5.6 45 -33 6.2 -0.2
QDF FlexShares Quality Dividend Index Fund 5.6 37 -25 8.0 +1.5
QDYN FlexShares Quality Dividend Dynamic Index Fund 5.5 37 -25 8.5 +2.1
SPLV Invesco S&P 500 Low Volatility ETF 5.5 25 -13 6.2 -0.2
ALTL Pacer Lunt Large Cap Alternator ETF 5.5 60 -48 5.7 -0.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 5.4 20 -8 7.5 +1.1
JHMM John Hancock Multifactor Mid Cap ETF 5.3 41 -29 7.3 +0.9
SPDV AAM S&P 500 High Dividend Value ETF 5.2 29 -17 10.6 +4.2
HOTL Kelly Hotel & Lodging Sector ETF 5.2 78 -66 2.7 -3.8
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 5.2 47 -35 6.1 -0.4
BLES Inspire Global Hope Large Cap ETF 5.2 49 -37 6.7 +0.3
FAB First Trust Multi Cap Value AlphaDEX Fund 5.2 69 -57 10.0 +3.6
IUSV iShares Core S&P U.S. Value ETF 5.2 4 8 6.8 +0.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 5.2 30 -18 6.1 -0.3
ISCG iShares Morningstar Small-Cap Growth ETF 5.2 6 6 2.0 -4.4
DTD WisdomTree U.S.Total Dividend Fund 5.1 28 -16 7.6 +1.2
SSPX Janus Henderson U.S. Sustainable Equity ETF 5.1 55 -43 4.2 -2.2
DHS WisdomTree U.S. High Dividend Fund 5.1 38 -26 9.2 +2.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 5.0 9 3 4.5 -1.9
RBLD First Trust Alerian US NextGen Infrastructure ETF 5.0 65 -53 5.6 -0.9
SMMD iShares Russell 2500 ETF 5.0 15 -3 6.0 -0.4
XMLV Invesco S&P MidCap Low Volatility ETF 4.9 25 -13 6.7 +0.3
SXUS Janus Henderson International Sustainable Equity ETF 4.9 60 -48 4.2 -2.3
EZM WisdomTree U.S. MidCap Earnings Fund 4.9 38 -26 10.4 +4.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 4.8 15 -3 7.0 +0.6
IJK iShares S&P Mid-Cap 400 Growth ETF 4.8 17 -5 6.9 +0.5
GGRW Gabelli Growth Innovators ETF 4.8 90 -78 3.6 -2.9
MDYG SPDR S&P 400 Mid Cap Growth ETF 4.8 15 -3 7.0 +0.5
RNSC Small Cap US Equity Select ETF 4.8 60 -48 7.8 +1.4
VOOV Vanguard S&P 500 Value ETF 4.8 10 2 6.6 +0.2
DEW WisdomTree Global High Dividend Fund 4.8 58 -46 10.2 +3.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4.8 10 2 6.5 +0.1
ISMD Inspire Small/Mid Cap Impact ETF 4.8 48 -36 5.9 -0.6
PSCF Invesco S&P SmallCap Financials ETF 4.8 29 -17 9.4 +3.0
SPSM SPDR Portfolio S&P 600 Small Cap ETF 4.8 5 7 7.5 +1.0
IJR iShares Core S&P Small Cap ETF 4.8 6 6 7.4 +1.0
VIOO Vanguard S&P Small-Cap 600 ETF 4.8 10 2 7.4 +1.0
SLY SPDR S&P 600 Small Cap ETF 4.8 15 -3 7.4 +0.9
IVE iShares S&P 500 Value ETF 4.8 18 -6 6.5 +0.1
DLN WisdomTree U.S. LargeCap Dividend Fund 4.8 28 -16 7.3 +0.9
SPYV SPDR Portfolio S&P 500 Value ETF 4.8 4 8 6.7 +0.2
FCPI Fidelity Stocks for Inflation ETF 4.7 29 -17 10.0 +3.6
AFMC First Trust Active Factor Mid Cap ETF 4.7 65 -53 9.1 +2.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 4.7 39 -27 5.1 -1.3
XJR iShares ESG Screened S&P Small-Cap ETF 4.7 12 0 7.0 +0.6
VONV Vanguard Russell 1000 Value Index Fund 4.6 8 4 7.3 +0.9
IWD iShares Russell 1000 Value ETF 4.6 18 -6 7.2 +0.8
REVS Columbia Research Enhanced Value ETF 4.6 19 -7 8.8 +2.4
USXF iShares ESG Advanced MSCI USA ETF 4.6 10 2 6.0 -0.4
GK AdvisorShares Gerber Kawasaki ETF 4.6 81 -69 5.0 -1.5
FNX First Trust Mid Cap Core AlphaDEX Fund 4.5 59 -47 8.3 +1.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 4.5 15 -3 7.7 +1.3
SLYV SPDR S&P 600 Small Cap Value ETF 4.5 15 -3 8.3 +1.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 4.5 15 -3 8.2 +1.8
IJS iShares S&P Small-cap 600 Value ETF 4.5 18 -6 8.2 +1.8
AGNG Global X Aging Population ETF 4.5 50 -38 4.3 -2.1
ONEV SPDR Russell 1000 Low Volatility Focus ETF 4.4 20 -8 8.0 +1.6
BWEB Bitwise Web3 ETF 4.4 85 -73 2.2 -4.2
FUNL CornerCap Fundametrics Large-Cap ETF 4.4 50 -38 8.2 +1.8
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 4.4 40 -28 6.7 +0.3
SCHV Schwab U.S. Large-Cap Value ETF 4.4 4 8 7.4 +1.0
SNPV Xtrackers S&P ESG Value ETF 4.3 15 -3 7.1 +0.7
ECOZ TrueMark ESG Active Opportunities ETF 4.3 58 -46 5.0 -1.4
DEF Invesco Defensive Equity ETF 4.2 55 -43 6.4 -0.0
NULV Nuveen ESG Large-Cap Value ETF 4.2 25 -13 7.8 +1.4
SMDY Syntax Stratified MidCap ETF 4.2 35 -23 7.4 +1.0
MBCC Monarch Blue Chips Core ETF 4.1 125 -113 3.9 -2.5
AFLG First Trust Active Factor Large Cap ETF 4.1 55 -43 7.6 +1.2
JOET Virtus Terranova US Quality Momentum ETF 4.1 29 -17 6.7 +0.3
SDG iShares Sustainable MSCI Global Impact ETF 4.1 49 -37 6.9 +0.4
KONG Formidable Fortress ETF 4.0 89 -77 6.2 -0.3
BEDZ AdvisorShares Hotel ETF 3.9 99 -87 1.3 -5.1
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 3.9 20 -8 6.8 +0.4
ESGV Vanguard ESG U.S. Stock ETF 3.9 9 3 6.1 -0.3
SPMV Invesco S&P 500 Minimum Variance ETF 3.9 10 2 6.3 -0.1
IUSS Invesco Strategic US Small Company ETF 3.8 23 -11 6.7 +0.2
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.8 39 -27 10.1 +3.7
FNK First Trust Mid Cap Value AlphaDEX Fund 3.8 70 -58 11.4 +5.0
SDY SPDR S&P Dividend ETF 3.8 35 -23 6.6 +0.2
GBUY Goldman Sachs Future Consumer Equity ETF 3.8 75 -63 3.0 -3.4
SPXT ProShares S&P 500 Ex-Technology ETF 3.7 27 -15 6.5 +0.1
DSI iShares MSCI KLD 400 Social ETF 3.7 25 -13 6.3 -0.1
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 3.7 19 -7 7.7 +1.3
DEIF Sterling Capital Diverse Multi-Manager Active ETF 3.7 65 -53 7.1 +0.7
FYX First Trust Small Cap Core AlphaDEX Fund 3.6 61 -49 8.2 +1.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.5 63 -51 4.9 -1.6
FVD First Trust Value Line Dividend Index Fund 3.5 67 -55 6.4 -0.0
QLV FlexShares US Quality Low Volatility Index Fund 3.5 22 -10 6.4 -0.0
INFL Horizon Kinetics Inflation Beneficiaries ETF 3.5 85 -73 5.5 -0.9
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 3.5 25 -13 9.8 +3.4
MKEM Meakem Value and Inflation Screen 3.4 10 2 6.5 +0.1
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 3.4 12 0 7.0 +0.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.4 70 -58 6.0 -0.4
FTA First Trust Large Cap Value AlphaDEX Fund 3.4 59 -47 8.8 +2.4
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.4 15 -3 6.7 +0.3
SUSA iShares MSCI USA ESG Select ETF 3.4 25 -13 6.0 -0.4
IQSU IQ Candriam ESG US Equity ETF 3.4 9 3 5.9 -0.5
ILCG iShares Morningstar Growth ETF 3.4 4 8 5.2 -1.2
VTI Vanguard Total Stock Market Index Fund 3.3 3 9 6.0 -0.4
VTHR Vanguard Russell 3000 Index Fund 3.3 10 2 6.0 -0.4
IWV iShares Russell 3000 ETF 3.3 20 -8 6.0 -0.5
SIXL 6 Meridian Low Beta Equity Strategy ETF 3.3 82 -70 6.3 -0.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 3.3 3 9 6.1 -0.4
SCHB Schwab U.S. Broad Market ETF 3.3 3 9 6.1 -0.3
MAGA Point Bridge GOP Stock Tracker ETF 3.3 72 -60 6.3 -0.1
SSPY Syntax Stratified LargeCap ETF 3.3 30 -18 7.0 +0.6
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 3.3 25 -13 6.7 +0.3
JMOM JPMorgan U.S. Momentum Factor ETF 3.3 12 0 7.0 +0.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 3.3 20 -8 6.1 -0.3
JCTR JPMorgan Carbon Transition U.S. Equity ETF 3.3 15 -3 6.0 -0.4
FDMO Fidelity Momentum Factor ETF 3.3 29 -17 6.4 0.0
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 3.3 30 -18 8.5 +2.1
FTC First Trust Large Cap Growth AlphaDEX Fund 3.3 59 -47 6.1 -0.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 3.3 60 -48 6.4 0.0
FEX First Trust Large Cap Core AlphaDEX Fund 3.3 59 -47 7.4 +1.0
JQUA JPMorgan U.S. Quality Factor ETF 3.2 12 0 6.9 +0.5
SPXV ProShares S&P 500 Ex-Health Care ETF 3.2 27 -15 5.8 -0.6
IVLC Invesco US Large Cap Core ESG ETF 3.2 48 -36 6.3 -0.1
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 3.2 49 -37 6.1 -0.3
JHML John Hancock Multifactor Large Cap ETF 3.2 29 -17 6.6 +0.2
IYY iShares Dow Jones U.S. ETF 3.2 20 -8 6.1 -0.3
ESGU iShares MSCI USA ESG Optimized ETF 3.2 15 -3 6.2 -0.2
RECS Columbia Research Enhanced Core ETF 3.2 15 -3 7.3 +0.9
ESIX SPDR S&P SmallCap 600 ESG ETF 3.2 12 0 7.7 +1.3
SMLE Xtrackers S&P SmallCap 600 ESG ETF 3.2 15 -3 7.6 +1.2
IWB iShares Russell 1000 ETF 3.2 15 -3 6.1 -0.3
FVAL Fidelity Value Factor ETF 3.2 29 -17 9.2 +2.8
VONE Vanguard Russell 1000 ETF 3.2 8 4 6.2 -0.2
DIVB iShares Core Dividend 3.2 5 7 8.6 +2.2
SCHK Schwab 1000 Index ETF 3.1 5 7 6.3 -0.2
SPTM SPDR Portfolio Total Stock Market ETF 3.1 3 9 6.5 +0.1
GSPY Gotham Enhanced 500 ETF 3.1 50 -38 6.9 +0.5
XVV iShares ESG Screened S&P 500 ETF 3.1 8 4 6.3 -0.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.1 70 -58 3.7 -2.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 3.1 35 -23 6.4 +0.0
GURU Global X Guru Index ETF 3.1 75 -63 4.4 -2.0
YLDE ClearBridge Dividend Strategy ESG ETF 3.1 59 -47 6.2 -0.3
VTV Vanguard Value Index Fund 3.1 4 8 7.9 +1.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 3.1 14 -2 6.2 -0.2
ILCB iShares Morningstar U.S. Equity ETF 3.1 3 9 6.3 -0.1
SCHX Schwab U.S. Large-Cap ETF 3.1 3 9 6.3 -0.2
FDLO Fidelity Low Volatility Factor ETF 3.0 29 -17 6.2 -0.2
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 3.0 17 -5 8.0 +1.6
FQAL Fidelity Quality Factor ETF 3.0 29 -17 7.5 +1.1
AIEQ AI Powered Equity ETF 3.0 75 -63 -0.2 -6.7
RESP WisdomTree US ESG Fund of Benef Interest 3.0 28 -16 7.3 +0.9
JVAL JPMorgan U.S. Value Factor ETF 3.0 12 0 9.2 +2.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3.0 11 1 6.2 -0.2
PRF Invesco FTSE RAFI US 1000 ETF 3.0 39 -27 7.5 +1.1
JAVA JPMorgan Active Value ETF 3.0 44 -32 6.6 +0.2
SSLY Syntax Stratified SmallCap ETF 2.9 35 -23 6.7 +0.3
FLRG Fidelity U.S. Multifactor ETF 2.9 29 -17 8.1 +1.7
VLUE iShares MSCI USA Value Factor ETF 2.9 15 -3 11.1 +4.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.9 18 -6 6.3 -0.1
SPXE ProShares S&P 500 Ex-Energy ETF 2.9 27 -15 6.1 -0.3
SUSL iShares ESG MSCI USA Leaders ETF 2.9 10 2 6.3 -0.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.9 10 2 6.3 -0.1
QLC FlexShares US Quality Large Cap Index Fund 2.9 25 -13 7.0 +0.6
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.9 15 -3 7.2 +0.8
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.9 20 -8 6.2 -0.2
PBUS Invesco PureBeta MSCI USA ETF 2.8 4 8 6.3 -0.1
FDRR Fidelity Dividend ETF for Rising Rates 2.8 29 -17 8.0 +1.6
IUSA Amberwave Invest USA JSG Fund 2.8 67 -55 6.8 +0.4
ILCV iShares Morningstar Value ETF 2.8 4 8 7.7 +1.2
TTAC TrimTabs US Free Cash Flow Quality ETF 2.8 59 -47 7.6 +1.2
VICE AdvisorShares Vice ETF 2.8 99 -87 7.5 +1.0
BJK VanEck Gaming ETF 2.8 62 -50 1.4 -5.0
QUAL iShares MSCI Usa Quality Factor ETF 2.8 15 -3 7.4 +1.0
CSML IQ Chaikin U.S. Small Cap ETF 2.8 35 -23 5.9 -0.6
SHE SPDR SSGA Gender Diversity Index ETF 2.8 20 -8 6.4 -0.0
FSST Fidelity Sustainability U.S. Equity ETF 2.8 59 -47 5.9 -0.5
ETHO Etho Climate Leadership U.S. ETF 2.8 47 -35 4.7 -1.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.8 2 10 6.3 -0.1
PSC Principal U.S. Small Cap Index ETF 2.8 38 -26 8.5 +2.1
KRMA Global X Conscious Companies ETF 2.8 43 -31 6.3 -0.1
CBSE Changebridge Capital Sustainable Equity ETF 2.8 85 -73 1.8 -4.6
IVV iShares Core S&P 500 ETF 2.8 3 9 6.4 +0.0
VOO VANGUARD S&P 500 ETF 2.8 3 9 6.4 +0.0
PZLD Puzzle Divdend Leaders 2.8 10 2 7.4 +1.0
FYT First Trust Small Cap Value AlphaDEX Fund 2.8 71 -59 11.4 +5.0
SPY SPDR S&P 500 ETF Trust 2.8 9 3 6.4 -0.1
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 2.8 15 -3 6.3 -0.1
VV Vanguard Large-Cap Index Fund 2.8 4 8 6.3 -0.2
SPLG SPDR Portfolio S&P 500 ETF 2.7 3 9 6.4 +0.0
ZECP Zacks Earnings Consistent Portfolio ETF 2.7 55 -43 6.4 -0.1
RNDV US Equity Dividend Select ETF 2.7 50 -38 8.9 +2.5
TMFM Motley Fool Mid-Cap Growth ETF 2.7 85 -73 4.2 -2.2
SNPE Xtrackers S&P 500 ESG ETF 2.7 10 2 6.5 +0.1
TECB iShares US Tech Breakthrough Multisector ETF 2.7 40 -28 5.2 -1.3
ONEO SPDR Russell 1000 Momentum Focus ETF 2.7 20 -8 8.5 +2.0
RNLC Large Cap US Equity Select ETF 2.7 60 -48 7.0 +0.6
JEPI JPMorgan Equity Premium Income ETF 2.7 35 -23 6.2 -0.2
CATH Global X S&P 500 Catholic Values Custom ETF 2.7 29 -17 6.1 -0.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.7 12 0 6.8 +0.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.6 7 5 6.2 -0.2
USMF WisdomTree U.S. Multifactor Fund 2.6 28 -16 8.6 +2.2
STRV Strive 500 ETF 2.6 5 7 6.2 -0.2
LEAD Siren DIVCON Leaders Dividend ETF 2.6 43 -31 6.5 +0.1
ERTH Invesco MSCI Sustainable Future ETF 2.6 56 -44 3.9 -2.6
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.6 60 -48 6.7 +0.3
VOTE Engine No. 1 Transform 500 ETF 2.6 5 7 6.1 -0.3
FLLV Franklin Liberty U.S. Low Volatility ETF 2.6 29 -17 6.2 -0.2
ADME Aptus Drawdown Managed Equity ETF 2.6 79 -67 5.9 -0.5
RFV Invesco S&P Midcap 400 Pure Value ETF 2.6 35 -23 10.5 +4.1
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 2.6 35 -23 8.1 +1.7
FMIL Fidelity New Millennium ETF 2.6 59 -47 6.5 +0.1
QDIV Global X S&P 500 Quality Dividend ETF 2.5 20 -8 9.0 +2.5
EES WisdomTree SmallCap Earnings Fund 2.5 38 -26 11.4 +5.0
LRGF iShares Edge MSCI Multifactor USA ETF 2.5 8 4 7.3 +0.9
EGIS 2nd Vote Society Defended ETF 2.5 75 -63 7.1 +0.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.5 9 3 7.0 +0.5
HVAL ALPS Hillman Active Value ETF 2.4 55 -43 7.4 +1.0
VUG Vanguard Growth Index Fund 2.4 4 8 5.2 -1.2
FNDB Schwab Fundamental U.S. Broad Market Index ETF 2.4 25 -13 7.5 +1.1
PZLG Puzzle Mature Growth 2.4 10 2 6.2 -0.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.4 12 0 6.4 -0.0
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 2.3 30 -18 9.6 +3.2
SRET Global X SuperDividend REIT ETF 2.3 58 -46 8.3 +1.9
FSMO Fidelity Small-Mid Cap Opportunities ETF 2.3 64 -52 7.3 +0.8
NULC Nuveen ESG Large-Cap ETF 2.3 20 -8 6.0 -0.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 2.3 38 -26 6.8 +0.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.3 60 -48 9.1 +2.6
SFY SoFi Select 500 ETF 2.3 0 12 6.5 +0.1
VLU SPDR S&P 1500 Value Tilt ETF 2.3 12 0 8.1 +1.7
XSLV Invesco S&P SmallCap Low Volatility ETF 2.2 25 -13 7.3 +0.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.2 29 -17 8.2 +1.8
CRUZ Defiance Hotel Airline and Cruise ETF 2.2 45 -33 -6.3 -12.7
VNSE Natixis Vaughan Nelson Select ETF 2.2 80 -68 4.3 -2.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.2 49 -37 6.0 -0.4
ACVF American Conservative Values ETF 2.2 75 -63 5.5 -0.9
SPVM Invesco S&P 500 Value with Momentum ETF 2.2 39 -27 9.2 +2.7
GDIV Harbor Dividend Growth Leaders ETF 2.2 50 -38 7.2 +0.8
AFSM First Trust Active Factor Small Cap ETF 2.2 75 -63 8.9 +2.5
WOOD iShares Global Timber & Forestry ETF 2.2 40 -28 10.0 +3.6
CUT Invesco MSCI Global Timber ETF 2.2 60 -48 8.7 +2.3
ESG FlexShares STOXX US ESG Impact Index Fund 2.2 32 -20 6.1 -0.3
GRNR Global X Green Building ETF 2.1 45 -33 7.8 +1.4
ACWF iShares MSCI Global Multifactor ETF 2.1 35 -23 9.4 +3.0
QVML Invesco S&P 500 QVM Multi-factor ETF 2.1 11 1 6.7 +0.3
LVOL American Century Low Volatility ETF 2.1 29 -17 6.1 -0.3
AUSF Global X Adaptive U.S. Factor ETF 2.1 27 -15 7.7 +1.3
EQWL Invesco Russell Top 200 Equal Weight ETF 2.1 25 -13 7.1 +0.7
ISHP First Trust S-Network E-Commerce ETF 2.1 60 -48 4.1 -2.3
JRNY ALPS Global Travel Beneficiaries ETF 2.1 65 -53 0.7 -5.7
IWP iShares Russell Mid-Cap Growth ETF 2.1 23 -11 5.2 -1.3
BUYZ Franklin Disruptive Commerce ETF 2.0 50 -38 2.2 -4.2
FLQL Franklin LibertyQ U.S. Equity ETF 2.0 15 -3 8.0 +1.6
TOK iShares MSCI Kokusai ETF 2.0 25 -13 6.6 +0.2
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.0 75 -63 3.8 -2.7
KOKU Xtrackers MSCI Kokusai Equity ETF 2.0 9 3 6.8 +0.4
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 2.0 17 -5 6.5 +0.1
MGK Vanguard Mega Cap Growth ETF 2.0 7 5 5.3 -1.1
YALL God Bless America ETF 2.0 65 -53 4.1 -2.3
CLOU Global X Cloud Computing ETF 2.0 68 -56 1.8 -4.6
NTZG Nuveen Global Net Zero Transition ETF 2.0 55 -43 5.8 -0.7
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.0 52 -40 7.7 +1.3
SLYG SPDR S&P 600 Small Cap Growth ETF 2.0 15 -3 6.5 +0.1
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.0 15 -3 6.5 +0.1
IJT iShares S&P Small-Cap 600 Growth ETF 2.0 18 -6 6.5 +0.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.0 39 -27 7.8 +1.4
FNDX Schwab Fundamental U.S. Large Co. Index ETF 1.9 25 -13 7.6 +1.2
CLRG IQ Chaikin U.S. Large Cap ETF 1.9 25 -13 6.4 -0.0
TEMP JPMorgan Climate Change Solutions ETF 1.9 49 -37 4.3 -2.1
SMOT VanEck Morningstar SMID Moat ETF 1.9 49 -37 8.0 +1.6
VT Vanguard Total World Stock ETF 1.9 7 5 6.8 +0.4
EPS WisdomTree U.S. Earnings 500 Fund 1.9 8 4 7.7 +1.3
URTH iShares MSCI World ETF 1.9 24 -12 6.7 +0.3
IBET iBET Sports Betting and Gaming ETF 1.9 79 -67 2.1 -4.3
RWK Invesco S&P MidCap 400 Revenue ETF 1.9 39 -27 9.8 +3.3
VDNI V-Shares US Leadership Diversity ETF 1.9 29 -17 6.5 +0.1
CIRC JPMorgan Sustainable Consumption ETF 1.9 49 -37 5.4 -1.0
STLV iShares Factors US Value Style ETF 1.9 25 -13 9.6 +3.2
UBCB UBC Algorithmic Fundamentals ETF 1.9 75 -63 5.3 -1.2
RAFE PIMCO RAFI ESG U.S. ETF 1.8 29 -17 8.3 +1.8
LRGE ClearBridge Large Cap Growth ESG ETF 1.8 59 -47 4.0 -2.4
GFGF Guru Favorite Stocks ETF 1.8 65 -53 6.6 +0.2
NUMG Nuveen ESG Mid-Cap Growth ETF 1.8 30 -18 5.0 -1.4
CGUS Capital Group Core Equity ETF 1.8 33 -21 6.5 +0.1
OALC OneAscent Large Cap Core ETF 1.8 76 -64 6.2 -0.3
AILG Alpha Intelligent - Large Cap Growth ETF 1.8 85 -73 4.3 -2.1
PFI Invesco DWA Financial Momentum ETF 1.8 60 -48 7.5 +1.1
IWO iShares Russell 2000 Growth ETF 1.8 23 -11 2.7 -3.7
EQOP Natixis U.S. Equity Opportunities ETF 1.8 85 -73 5.8 -0.7
WOMN Impact Shares YWCA Women's Empowerment ETF 1.8 75 -63 5.9 -0.5
VTWG Vanguard Russell 2000 Growth Index Fund 1.8 15 -3 2.8 -3.6
OSCV Opus Small Cap Value Plus ETF 1.7 79 -67 6.3 -0.1
FYC First Trust Small Cap Growth AlphaDEX Fund 1.7 70 -58 3.5 -2.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.7 9 3 6.7 +0.3
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 1.7 80 -68 8.1 +1.7
IWF iShares Russell 1000 Growth ETF 1.7 18 -6 5.9 -0.5
VONG Vanguard Russell 1000 Growth Index Fund 1.7 8 4 6.0 -0.4
ACWI iShares MSCI ACWI ETF 1.7 32 -20 6.8 +0.4
GDOC Goldman Sachs Future Health Care Equity ETF 1.6 75 -63 1.7 -4.7
FDWM Fidelity Women's Leadership ETF 1.6 59 -47 5.8 -0.6
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.6 65 -53 7.5 +1.1
JZRO Janus Henderson Net Zero Transition Resources ETF 1.6 60 -48 6.6 +0.2
IWY iShares Russell Top 200 Growth ETF 1.6 20 -8 6.1 -0.4
IWL iShares Russell Top 200 ETF 1.6 15 -3 6.1 -0.3
TMFC Motley Fool 100 Index ETF 1.5 50 -38 5.1 -1.3
IWX iShares Russell Top 200 Value ETF 1.5 20 -8 7.3 +0.9
XMMO Invesco S&P MidCap Momentum ETF 1.5 33 -21 8.0 +1.6
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.5 60 -48 8.0 +1.6
WLDR Affinity World Leaders Equity ETF 1.5 67 -55 10.0 +3.6
NACP Impact Shares NAACP Minority Empowerment ETF 1.5 49 -37 6.2 -0.2
COWZ Pacer US Cash Cows 100 ETF 1.5 49 -37 11.8 +5.4
RFFC RiverFront Dynamic US Flex-Cap ETF 1.5 52 -40 6.5 +0.1
ROSC Hartford Multifactor Small Cap ETF 1.5 34 -22 10.9 +4.5
PFM Invesco Dividend Achievers ETF 1.5 53 -41 6.5 +0.1
AQGX AI Quality Growth ETF 1.5 97 -85 5.1 -1.3
MGC Vanguard Mega Cap Index Fund 1.5 7 5 6.2 -0.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.5 29 -17 9.8 +3.4
MVPS Amplify Thematic All-Stars ETF 1.5 49 -37 2.1 -4.4
DFND Siren DIVCON Dividend Defender ETF 1.4 150 -138 5.8 -0.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.4 20 -8 7.1 +0.7
CACG ClearBridge All Cap Growth ETF 1.4 53 -41 4.2 -2.2
ROUS Hartford Multifactor US Equity ETF 1.4 19 -7 8.2 +1.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.4 75 -63 6.7 +0.3
WTV WisdomTree US Value Fund 1.4 12 0 8.7 +2.3
BKLC BNY Mellon US Large Cap Core Equity ETF 1.4 0 12 6.2 -0.2
SCHG Schwab U.S. Large-Cap Growth ETF 1.4 40 -28 4.9 -1.5
SIXA 6 Meridian Mega Cap Equity ETF 1.4 82 -70 8.1 +1.7
HLGE Hartford Longevity Economy ETF 1.3 44 -32 7.7 +1.3
VSLU Applied Finance Valuation Large Cap ETF 1.3 49 -37 7.5 +1.1
SMDV ProShares Russell 2000 Dividend Growers ETF 1.3 41 -29 6.2 -0.3
GENY Principal Millennials Index ETF 1.3 45 -33 5.7 -0.7
HEET Hartford Schroders ESG US Equity ETF 1.3 39 -27 7.2 +0.8
SNPG Xtrackers S&P 500 Growth ESG ETF 1.3 15 -3 6.6 +0.2
WKLY SoFi Weekly Dividend ETF 1.3 49 -37 8.9 +2.5
TMFS Motley Fool Small Cap Growth ETF 1.3 85 -73 3.5 -3.0
KOCG FIS Knights of Columbus Global Belief ETF 1.3 75 -63 7.7 +1.3
DGRW WisdomTree U.S. Quality Dividend Growth Fund 1.3 28 -16 6.8 +0.4
QUS SPDR MSCI USA StrategicFactors ETF 1.2 15 -3 6.9 +0.4
DIV Global X SuperDividend US ETF 1.2 45 -33 7.2 +0.8
FLV American Century Focused Large Cap Value ETF 1.2 42 -30 6.9 +0.4
UPWD JPMorgan Social Advancement ETF 1.2 49 -37 6.5 +0.1
USMV iShares Edge MSCI Min Vol USA ETF 1.2 15 -3 6.6 +0.2
VUSE Vident Core US Equity Fund 1.2 50 -38 8.5 +2.1
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 1.2 20 -8 6.1 -0.3
QGRO American Century STOXX U.S. Quality Growth ETF 1.2 29 -17 7.4 +1.0
HLAL Wahed FTSE USA Shariah ETF 1.2 50 -38 6.2 -0.3
SPGP Invesco S&P 500 GARP ETF 1.2 36 -24 9.2 +2.8
HKND Humankind US Stock ETF 1.2 11 1 7.9 +1.5
IUSG iShares Core S&P US Growth ETF 1.1 4 8 6.8 +0.3
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.1 46 -34 9.2 +2.8
GVLU Gotham 1000 Value ETF 1.1 50 -38 10.5 +4.1
USVT US Value ETF 1.0 49 -37 10.9 +4.4
ESGG FlexShares STOXX Global ESG Impact Index Fund 1.0 42 -30 6.8 +0.4
DTEC ALPS Disruptive Technologies ETF 1.0 50 -38 4.2 -2.2
TMFX Motley Fool Next Index ETF 1.0 50 -38 3.5 -2.9
SAMT Strategas Macro Thematic Opportunities ETF 1.0 65 -53 3.9 -2.5
EQUL IQ Engender Equality ETF 1.0 45 -33 7.0 +0.5
PEXL Pacer US Export Leaders ETF 1.0 60 -48 6.8 +0.4
GNR SPDR S&P Global Natural Resources ETF 1.0 40 -28 9.8 +3.4
PSET Principal Price Setters Index ETF 1.0 15 -3 6.9 +0.5
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 1.0 21 -9 4.4 -2.0
XT iShares Exponential Technologies ETF 1.0 46 -34 3.4 -3.1
MGV Vanguard Mega Cap Value ETF 1.0 7 5 7.8 +1.4
SVAL iShares US Small Cap Value Factor ETF 0.9 20 -8 10.8 +4.4
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 0.9 50 -38 2.8 -3.6
RWL Invesco S&P 500 Revenue ETF 0.9 39 -27 7.3 +0.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.9 19 -7 7.4 +1.0
VOOG Vanguard S&P 500 Growth ETF 0.9 10 2 6.7 +0.3
SPYG SPDR Portfolio S&P 500 Growth ETF 0.9 4 8 6.8 +0.4
IVW iShares S&P 500 Growth ETF 0.9 18 -6 6.6 +0.2
KSCD KFA Small Cap Quality Dividend Index ETF 0.9 51 -39 6.3 -0.1
SDIV Global X SuperDividend ETF 0.9 58 -46 17.3 +10.9
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.9 30 -18 9.7 +3.3
DSTL Distillate US Fundamental Stability & Value ETF 0.8 39 -27 8.0 +1.6
IETC iShares Evolved U.S. Technology ETF 0.8 18 -6 5.7 -0.7
SPMO Invesco S&P 500 Momentum ETF 0.8 13 -1 7.5 +1.1
DFSV Dimensional US Small Cap Value ETF 0.8 31 -19 8.1 +1.7
JSML Janus Henderson Small Cap Growth Alpha ETF 0.7 30 -18 10.2 +3.8
DGT SPDR Global Dow ETF 0.7 50 -38 7.9 +1.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.7 25 -13 7.5 +1.1
CGDV Capital Group Dividend Value ETF 0.7 33 -21 6.6 +0.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.7 30 -18 9.3 +2.8
QWLD SPDR MSCI World StrategicFactors ETF 0.7 30 -18 7.3 +0.9
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.7 35 -23 11.5 +5.1
SPHQ Invesco S&P 500 Quality ETF 0.7 15 -3 6.7 +0.3
FDN First Trust Dow Jones Internet Index Fund 0.7 51 -39 3.1 -3.4
OEF iShares S&P 100 ETF 0.7 20 -8 6.2 -0.2
DFAT Dimensional U.S. Targeted Value ETF 0.7 29 -17 8.7 +2.3
BFTR Future Innovators ETF 0.7 80 -68 2.4 -4.0
AVSC Avantis U.S Small Cap Equity ETF 0.7 25 -13 4.9 -1.6
IWC iShares Micro-Cap ETF 0.7 60 -48 -4.0 -10.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.6 39 -27 8.6 +2.2
NZRO Strategy Shares Halt Climate Change ETF 0.6 95 -83 1.8 -4.6
HAP VanEck Natural Resources ETF 0.6 49 -37 8.8 +2.4
ITAN Sparkline Intangible Value ETF 0.6 50 -38 7.2 +0.8
IOO iShares Global 100 ETF 0.6 40 -28 7.0 +0.6
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.6 35 -23 8.4 +1.9
FBCV Fidelity Blue Chip Value ETF 0.6 59 -47 7.3 +0.8
RPV Invesco S&P 500 Pure Value ETF 0.6 35 -23 11.6 +5.2
DSMC Distillate Small/Mid Cash Flow ETF 0.6 55 -43 11.8 +5.4
MBOX Freedom Day Dividend ETF 0.6 39 -27 8.4 +1.9
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 0.6 41 -29 6.5 +0.0
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.6 35 -23 8.4 +2.0
TMDV ProShares Russell US Dividend Growers ETF 0.5 36 -24 6.1 -0.4
HELX Franklin Genomic Advancements ETF 0.5 50 -38 2.1 -4.3
HART IQ Healthy Hearts ETF 0.5 45 -33 6.0 -0.4
XITK SPDR FactSet Innovative Technology ETF 0.5 45 -33 0.1 -6.3
IUS Invesco Strategic US ETF 0.5 19 -7 7.6 +1.2
TPSC Timothy Plan US Small Cap Core ETF 0.5 52 -40 8.2 +1.8
AVUV Avantis U.S. Small Cap Value ETF 0.5 25 -13 10.1 +3.7
DFAS Dimensional U.S. Small Cap ETF 0.5 28 -16 6.7 +0.3
MRND IQ U.S. Mid Cap R&D Leaders ETF 0.5 16 -4 0.2 -6.2
ARKF ARK Fintech Innovation ETF 0.5 75 -63 -1.4 -7.8
JFWD Jacob Forward ETF 0.5 75 -63 -11.3 -17.8
XMVM Invesco S&P MidCap Value with Momentum ETF 0.5 39 -27 12.0 +5.6
CVAR Cultivar ETF 0.5 87 -75 7.7 +1.3
PNQI Invesco NASDAQ Internet ETF 0.4 60 -48 3.1 -3.4
DBLV AdvisorShares DoubleLine Value Equity ETF 0.4 91 -79 11.7 +5.3
CSD Invesco S&P Spin-Off ETF 0.4 65 -53 6.9 +0.5
AOTG AOT Growth and Innovation ETF 0.4 75 -63 3.2 -3.2
IEDI iShares Evolved U.S. Discretionary Spending ETF 0.4 18 -6 5.9 -0.5
WDIV SPDR Global Dividend ETF 0.4 40 -28 9.4 +3.0
XMHQ Invesco S&P MidCap Quality ETF 0.4 25 -13 9.0 +2.6
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.4 65 -53 2.2 -4.2
UVDV UVA Dividend Value ETF 0.3 80 -68 7.6 +1.1
SDGA Impact Shares Sustainable Development Goals Global ETF 0.3 75 -63 7.6 +1.2
BFOR Barron's 400 ETF 0.3 65 -53 9.4 +3.0
ANEW ProShares MSCI Transformational Changes ETF 0.3 45 -33 5.6 -0.8
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 0.3 38 -26 10.3 +3.9
PDP Invesco DWA Momentum ETF 0.3 62 -50 5.5 -0.9
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.3 36 -24 8.6 +2.2
DFUV Dimensional US Marketwide Value ETF 0.3 23 -11 8.6 +2.1
AVUS Avantis U.S. Equity ETF 0.3 15 -3 7.2 +0.8
DFAC Dimensional U.S. Core Equity 2 ETF 0.3 19 -7 6.9 +0.5
VFVA Vanguard U.S. Value Factor ETF 0.3 13 -1 11.5 +5.1
XSMO Invesco S&P SmallCap Momentum ETF 0.3 39 -27 8.0 +1.6
FPX First Trust US IPO Index Fund 0.3 57 -45 2.9 -3.5
AVLV Avantis U.S. Large Cap Value ETF 0.3 15 -3 8.6 +2.2
XOUT GraniteShares XOUT U.S. Large Cap ETF 0.2 60 -48 5.7 -0.7
SIXS 6 Meridian Small Cap Equity ETF 0.2 100 -88 9.7 +3.2
VFQY Vanguard U.S. Quality Factor ETF 0.2 13 -1 8.3 +1.9
DFAU Dimensional US Core Equity Market ETF 0.2 12 0 6.5 +0.0
SQLV Legg Mason Small-Cap Quality Value 0.2 61 -49 10.7 +4.3
ACTV LeaderShares Activist Leaders ETF 0.2 75 -63 10.5 +4.1
CFA VictoryShares US 500 Volatility Weighted Index ETF 0.2 35 -23 7.0 +0.6
PLAT WisdomTree Modern Tech Platforms Fund 0.2 20 -8 1.4 -5.1
VFMV Vanguard U.S. Minimum Volatility ETF 0.2 13 -1 6.7 +0.3
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.2 39 -27 11.0 +4.6
CSB VictoryShares US Small Cap High Dividend Volatility Wtd Idx 0.2 35 -23 8.2 +1.8
MSOS AdvisorShares Pure US Cannabis ETF 0.2 73 -61 -4.4 -10.8
TOKE Cambria Cannabis ETF 0.2 42 -30 -17.7 -24.1
MJUS ETFMG U.S. Alternative Harvest ETF 0.2 75 -63 -26.8 -33.2
YOLO AdvisorShares Pure Cannabis ETF 0.2 76 -64 -28.4 -34.8
CNBS Amplify Seymour Cannabis ETF 0.2 75 -63 -30.0 -36.4
MJ ETFMG Alternative Harvest ETF 0.2 75 -63 -32.4 -38.8
POTX Global X Cannabis ETF 0.2 50 -38 -60.1 -66.6
XSHQ Invesco S&P SmallCap Quality ETF 0.2 29 -17 10.9 +4.5
NULG Nuveen ESG Large-Cap Growth ETF 0.2 25 -13 5.0 -1.4
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.2 35 -23 8.3 +1.9
DFUS Dimensional U.S. Equity ETF 0.1 11 1 6.3 -0.1
FDM First Trust Dow Jones Select Microcap Index Fund 0.1 60 -48 8.7 +2.3
SRHQ SRH U.S. Quality ETF 0.1 35 -23 8.4 +2.0
PEY Invesco High Yield Equity Dividend Achievers ETF 0.1 53 -41 8.1 +1.7
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 0.1 75 -63 7.8 +1.4
DEEP Roundhill Acquirers Deep Value ETF 0.1 80 -68 15.9 +9.5
DWAS Invesco DWA SmallCap Momentum ETF 0.1 60 -48 1.9 -4.5
ACWV iShares MSCI Global Min Vol Factor ETF 0.1 20 -8 8.3 +1.9
MTUM iShares MSCI USA Momentum Factor ETF 0.1 15 -3 7.8 +1.4
SQEW LeaderShares Equity Skew ETF 0.1 75 -63 6.2 -0.2
VFMF Vanguard U.S. Multifactor ETF 0.1 18 -6 9.8 +3.4
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.1 60 -48 10.7 +4.3
VERS ProShares Metaverse ETF 0.1 58 -46 -4.9 -11.3
TWEB SoFi Web 3 ETF 0.1 59 -47 -12.6 -19.0
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 0.1 35 -23 7.2 +0.7
PKW Invesco Buyback Achievers ETF 0.0 64 -52 8.5 +2.1
CGV Conductor Global Equity Value ETF 0.0 128 -116 10.7 +4.3
FBCG Fidelity Blue Chip Growth ETF 0.0 59 -47 2.7 -3.7
BYOB SoFi Be Your Own Boss ETF 0.0 59 -47 -2.6 -9.0
VYM Vanguard High Dividend Yield Index ETF 0.0 6 6 8.1 +1.7

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

  2018 2019 2020 2021 2022 2023E 2024E
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
  2022 2023E 2024E
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 14.4 %
Divided by: Fwd. P/BV 2.2 x
Less: Expense ratio 12 bp
Equals: ALTAR Score 6.4 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.50 CATEGORY
AVERAGE
1.51
 
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.