Vanguard Real Estate ETF
ALTAR
Score™		 2.5% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 37.4x P/Sales
ratio		 4.5x
P/BV
ratio		 2.7x Div.
yield		 3.8%


  • 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) $29,438
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 163
Wgt avg mkt cap (mns) $36,650
Large cap (>$10bn) 81.8%
Mid cap ($2-10bn) 14.8%
Small cap (<$2bn) 3.5%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
PROLOGIS INC 7.1 %
AMERICAN TOWER CORP-CL A 6.8 %
WELLTOWER, INC. 6.2 %
EQUINIX INC 5.4 %
SIMON PROPERTY GROUP INC 3.6 %
REALTY INCOME CORP 3.4 %
DIGITAL REALTY TRUST INC 3.4 %
PUBLIC STORAGE 3.2 %
CROWN CASTLE INTL CORP 3.1 %
CBRE GROUP, INC. CLASS A 2.6 %
Total 44.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 97.4 %
BRITAIN 0.1 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
2.7% 9.0% 9.6% 4.9% 7.6%

Market Correlations
versus... Beta R-squared
S&P500 1.00 69%
MSCI EAFE 1.02 71%
MSCI Emg. Mkts. 0.84 48%

Technical Indicators
Recent close $86.84
30d moving avg. $88.86
Annualized volatility 21.1%
Short interest (ETF) 2.5%
Short interest (Underlying) 2.4%
Relative strength (RSI) 42

Liquidity measures
Avg. volume (thou.) 4,545
Turnover 1.3%
Bid/Ask (% of price) 0.01%
ADV underlying (mns) $6,290

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 636 potential alternatives to the Vanguard Real Estate ETF 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™: 2.5%


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 94.9 8 4 2.6 +0.1
SCHH Schwab U.S. REIT ETF 87.7 7 5 2.6 +0.1
DFAR Dimensional US Real Estate ETF 86.3 19 -7 2.4 -0.1
IYR iShares U.S. Real Estate ETF 86.2 40 -28 2.8 +0.3
FRI First Trust S&P REIT Index Fund 76.5 50 -38 2.0 -0.5
USRT iShares Core U.S. REIT ETF 76.4 8 4 2.5 -0.0
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 75.4 11 1 2.4 -0.1
DFGR Dimensional Global Real Estate ETF 73.7 22 -10 3.2 +0.7
XLRE Real Estate Select Sector SPDR Fund 73.2 8 4 6.6 +4.1
AVRE Avantis Real Estate ETF 72.0 17 -5 3.4 +0.8
REET iShares Global REIT ETF 71.2 14 -2 3.5 +0.9
RWO SPDR Dow Jones Global Real Estate ETF 69.6 50 -38 2.9 +0.4
RWR SPDR Dow Jones REIT ETF 69.1 25 -13 2.2 -0.4
ICF iShares Cohen & Steers REIT ETF 67.1 33 -21 2.5 -0.0
ERET iShares Environmentally Aware Real Estate ETF 61.6 30 -18 3.1 +0.6
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 60.6 40 -28 2.7 +0.1
FPRO Fidelity Real Estate Investment ETF 55.6 59 -47 1.6 -0.9
PSR Invesco Active U.S. Real Estate Fund 55.6 35 -23 2.3 -0.3
VGSR Vert Global Sustainable Real Estate ETF 50.7 47 -35 2.9 +0.4
PPTY US Diversified Real Estate ETF 49.3 53 -41 2.1 -0.4
JPRE JPMorgan Realty Income ETF 48.8 50 -38 1.5 -1.0
IVRA Invesco Real Assets ESG ETF 44.4 59 -47 3.7 +1.2
IRET iREIT - MarketVector Quality REIT Index ETF 40.7 60 -48 2.5 -0.1
GQRE FlexShares Global Quality Real Estate Index Fund 39.7 45 -33 4.2 +1.7
JRE Janus Henderson U.S. Real Estate ETF 39.5 65 -53 1.7 -0.8
BYRE Principal Real Estate Active Opportunities ETF 37.0 65 -53 1.8 -0.8
RITA ETFB Green SRI REITs ETF 36.7 50 -38 2.5 -0.0
REAI Intelligent Real Estate ETF 31.5 59 -47 0.7 -1.8
REZ iShares Residential and Multisector Real Estate ETF 31.4 48 -36 1.8 -0.8
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 30.2 60 -48 2.6 +0.1
IQRA IQ CBRE Real Assets ETF 25.7 65 -53 2.7 +0.2
SPRE SP Funds S&P Global REIT Sharia ETF 24.0 55 -43 2.5 +0.0
HAUS Residential REIT ETF 23.9 60 -48 0.8 -1.7
BLLD JPMorgan Sustainable Infrastructure ETF 23.8 49 -37 4.8 +2.3
HOMZ Hoya Capital Housing ETF 22.5 30 -18 7.0 +4.4
SRVR Pacer Data & Infrastructure Real Estate ETF 22.1 55 -43 1.1 -1.4
RDOG ALPS REIT Dividend Dogs ETF 21.4 35 -23 1.2 -1.3
NURE Nuveen Short-Term REIT ETF 21.2 35 -23 1.6 -1.0
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 20.3 41 -29 3.0 +0.4
DTCR Global X Data Center & Digital Infrastructure ETF 20.3 50 -38 1.9 -0.7
SPYD SPDR Portfolio S&P 500 High Dividend ETF 19.4 7 5 8.8 +6.3
VRAI Virtus Real Asset Income ETF 18.8 55 -43 8.2 +5.7
DESK VanEck Office and Commercial REIT ETF 17.7 50 -38 1.3 -1.3
INDS Pacer Industrial Real Estate ETF 17.0 55 -43 4.1 +1.6
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 15.3 30 -18 7.9 +5.4
RIET Hoya Capital High Dividend Yield ETF 14.9 50 -38 6.5 +4.0
BIBL Inspire 100 ETF 14.6 35 -23 5.1 +2.6
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 13.5 27 -15 6.4 +3.8
ABLD Abacus FCF Real Assets Leaders ETF 13.3 69 -57 6.2 +3.7
TXS Texas Capital Texas Equity Index ETF 11.6 49 -37 5.5 +3.0
BLDG Cambria Global Real Estate ETF 11.2 60 -48 4.4 +1.8
ULVM VictoryShares US Value Momentum ETF 10.9 20 -8 8.5 +6.0
NETL NETLease Corporate Real Estate ETF 10.7 60 -48 3.8 +1.3
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 10.7 80 -68 6.4 +3.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 10.6 24 -12 8.2 +5.7
ICAP InfraCap Equity Income Fund ETF 10.5 171 -159 5.9 +3.4
DEW WisdomTree Global High Dividend Fund 10.5 58 -46 8.1 +5.6
XMLV Invesco S&P MidCap Low Volatility ETF 10.4 25 -13 6.4 +3.8
CZA Invesco Zacks Mid-Cap ETF 10.3 72 -60 6.4 +3.9
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 10.0 60 -48 6.9 +4.4
IWS iShares Russell Mid-Cap Value ETF 10.0 23 -11 7.1 +4.6
ONEY SPDR Russell 1000 Yield Focus ETF 10.0 20 -8 9.9 +7.3
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 9.8 12 0 5.7 +3.2
DON WisdomTree U.S. MidCap Dividend Fund 9.7 38 -26 9.1 +6.6
DIVG Invesco S&P 500 High Dividend Growers ETF 9.7 39 -27 5.7 +3.2
FDVV Fidelity High Dividend ETF 9.5 15 -3 8.1 +5.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 9.3 18 -6 8.4 +5.9
IMCV iShares Morningstar Mid-Cap Value ETF 9.2 6 6 8.5 +6.0
IJJ iShares S&P Mid-Cap 400 Value ETF 9.0 18 -6 9.5 +7.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 9.0 15 -3 6.4 +3.9
MDYV SPDR S&P 400 Mid Cap Value ETF 9.0 15 -3 9.5 +7.0
EQAL Invesco Russell 1000 Equal Weight ETF 8.9 20 -8 7.9 +5.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 8.9 15 -3 9.6 +7.0
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 8.7 46 -34 4.9 +2.4
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 8.5 60 -48 9.7 +7.2
VTWV Vanguard Russell 2000 Value ETF 8.4 15 -3 6.5 +4.0
MIDE Xtrackers S&P MidCap 400 ESG ETF 8.4 15 -3 4.7 +2.2
IWN iShares Russell 2000 Value ETF 8.4 24 -12 6.3 +3.8
VOE Vanguard Mid-Cap Value ETF 8.4 7 5 7.8 +5.2
VBR Vanguard Small Cap Value ETF 8.3 7 5 9.3 +6.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 8.2 10 2 4.5 +2.0
NUMV Nuveen ESG Mid-Cap Value ETF 8.1 31 -19 6.9 +4.4
XJH iShares ESG Screened S&P Mid-Cap ETF 8.0 12 0 7.7 +5.1
MBCC Monarch Blue Chips Core ETF 8.0 125 -113 3.9 +1.3
VO Vanguard Mid-Cap ETF 8.0 4 8 6.0 +3.5
FNDA Schwab Fundamental US Small Co. Index ETF 7.9 25 -13 7.3 +4.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 7.9 4 8 6.7 +4.2
AGNG Global X Aging Population ETF 7.8 50 -38 4.4 +1.9
IWR iShares Russell Midcap ETF 7.8 19 -7 6.2 +3.7
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 7.8 60 -48 6.4 +3.8
FLDZ RiverNorth Patriot ETF 7.7 75 -63 6.4 +3.9
FMDE Fidelity Enhanced Mid Cap ETF 7.6 23 -11 6.3 +3.7
PY Principal Value ETF 7.6 15 -3 7.9 +5.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 7.6 15 -3 8.0 +5.4
TMFG Motley Fool Global Opportunities ETF 7.6 85 -73 3.7 +1.1
VOT Vanguard Mid-Cap Growth ETF 7.6 7 5 4.0 +1.4
MILN Global X Millennial Consumer ETF 7.5 50 -38 3.4 +0.9
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 7.4 29 -17 8.1 +5.6
IMCB iShares Morningstar Mid-Cap ETF 7.3 4 8 6.4 +3.9
STXM Strive Mid-Cap ETF 7.3 18 -6 4.0 +1.4
IDAT iShares Future Cloud 5G and Tech ETF 7.3 47 -35 5.2 +2.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 7.3 24 -12 8.4 +5.8
MDY SPDR S&P Midcap 400 ETF Trust 7.2 24 -12 7.9 +5.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 7.2 20 -8 8.5 +5.9
IJH iShares Core S&P Mid-Cap ETF 7.2 5 7 8.1 +5.5
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 7.2 25 -13 5.4 +2.9
SRET Global X SuperDividend REIT ETF 7.1 59 -47 8.7 +6.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 7.1 10 2 3.6 +1.0
NUDV Nuveen ESG Dividend ETF 7.1 26 -14 7.2 +4.7
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 7.0 3 9 8.1 +5.5
IVOO Vanguard S&P Mid-Cap 400 ETF 7.0 10 2 8.0 +5.5
VB Vanguard Small-Cap ETF 7.0 5 7 6.3 +3.8
PTL Inspire 500 ETF 7.0 9 3 5.8 +3.3
FCLD Fidelity Cloud Computing ETF 6.9 39 -27 3.3 +0.8
STXK Strive Small-Cap ETF 6.9 18 -6 6.0 +3.5
SCHM Schwab U.S. Mid-Cap ETF 6.8 4 8 7.3 +4.8
SDG iShares MSCI Global Sustainable Development Goals ETF 6.6 49 -37 6.2 +3.7
EUSA iShares MSCI USA Equal Weighted ETF 6.6 9 3 7.0 +4.4
SIZE iShares MSCI USA Size Factor ETF 6.5 15 -3 6.8 +4.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 6.5 60 -48 4.3 +1.8
ISCV iShares Morningstar Small Cap Value ETF 6.5 6 6 9.3 +6.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 6.5 39 -27 5.9 +3.3
TBG TBG Dividend Focus ETF 6.4 59 -47 8.0 +5.5
RSP Invesco S&P 500 Equal Weight ETF 6.4 20 -8 7.4 +4.9
FSMD Fidelity Small-Mid Multifactor ETF 6.4 15 -3 7.6 +5.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 6.3 9 3 4.4 +1.9
CVY Invesco Zacks Multi-Asset Income ETF 6.2 106 -94 11.9 +9.4
SPLV Invesco S&P 500 Low Volatility ETF 6.2 25 -13 5.4 +2.9
ALTL Pacer Lunt Large Cap Alternator ETF 6.2 60 -48 5.1 +2.6
KNCT Invesco Next Gen Connectivity ETF 6.1 40 -28 5.4 +2.9
NXTG First Trust Indxx NextG ETF 6.1 70 -58 6.1 +3.6
AFMC First Trust Active Factor Mid Cap ETF 5.9 65 -53 8.9 +6.4
SPSM SPDR Portfolio S&P 600 Small Cap ETF 5.9 3 9 8.2 +5.6
VIOO Vanguard S&P Small-Cap 600 ETF 5.9 10 2 8.0 +5.5
IJR iShares Core S&P Small Cap ETF 5.9 6 6 8.1 +5.6
PSCF Invesco S&P SmallCap Financials ETF 5.9 29 -17 6.9 +4.4
BKSE BNY Mellon US Small Cap Core Equity ETF 5.8 4 8 6.5 +4.0
BLES Inspire Global Hope ETF 5.8 61 -49 7.2 +4.7
ISCB iShares Morningstar Small-Cap ETF 5.8 4 8 6.2 +3.6
JHDV John Hancock U.S. High Dividend ETF 5.7 34 -22 6.9 +4.3
SFYX SoFi Next 500 ETF 5.6 0 12 3.9 +1.4
SCHA Schwab U.S. Small-Cap ETF 5.6 4 8 5.8 +3.3
RSSL Global X Russell 2000 ETF 5.6 8 4 4.0 +1.4
JHMM John Hancock Multifactor Mid Cap ETF 5.6 42 -30 7.1 +4.5
IWM iShares Russell 2000 ETF 5.6 19 -7 4.0 +1.5
FMET Fidelity Metaverse ETF 5.6 39 -27 5.6 +3.0
VTWO Vanguard Russell 2000 ETF 5.5 10 2 4.2 +1.6
IMCG iShares Morningstar Mid-Cap Growth ETF 5.5 6 6 4.4 +1.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 5.5 9 3 7.1 +4.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 5.4 7 5 6.8 +4.3
XJR iShares ESG Screened S&P Small-Cap ETF 5.4 12 0 7.3 +4.7
BWEB Bitwise Web3 ETF 5.4 85 -73 0.2 -2.3
DES WisdomTree U.S. SmallCap Dividend Fund 5.4 38 -26 9.5 +7.0
ESML iShares ESG Aware MSCI USA Small-Cap ETF 5.4 17 -5 6.3 +3.7
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 5.4 15 -3 6.3 +3.8
QDF FlexShares Quality Dividend Index Fund 5.4 37 -25 6.8 +4.2
SMLF iShares U.S. SmallCap Equity Factor ETF 5.2 15 -3 6.6 +4.0
RBLD First Trust Alerian US NextGen Infrastructure ETF 5.2 65 -53 6.3 +3.8
VXF Vanguard Extended Market ETF 5.2 6 6 5.0 +2.4
NIXT Research Affiliates Deletions ETF 5.2 9 3 4.2 +1.7
SPDV AAM S&P 500 High Dividend Value ETF 5.2 29 -17 10.9 +8.3
SDY SPDR S&P Dividend ETF 5.2 35 -23 6.5 +4.0
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.2 29 -17 7.3 +4.7
VBK Vanguard Small-Cap Growth ETF 5.2 7 5 1.9 -0.6
FDCF Fidelity Disruptive Communications ETF 5.1 50 -38 3.6 +1.1
ISCG iShares Morningstar Small-Cap Growth ETF 5.1 6 6 3.0 +0.4
IJK iShares S&P Mid-Cap 400 Growth ETF 5.1 17 -5 6.5 +4.0
ONEV SPDR Russell 1000 Low Volatility Focus ETF 5.1 20 -8 7.9 +5.4
JAVA JPMorgan Active Value ETF 5.1 44 -32 7.4 +4.9
ISMD Inspire Small/Mid Cap ETF 5.1 54 -42 5.3 +2.7
DLN WisdomTree U.S. LargeCap Dividend Fund 5.0 28 -16 6.3 +3.8
DTD WisdomTree U.S. Total Dividend Fund 5.0 28 -16 6.7 +4.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 5.0 15 -3 8.1 +5.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 5.0 10 2 5.8 +3.3
NUSC Nuveen ESG Small-Cap ETF 4.9 31 -19 5.8 +3.3
MDYG SPDR S&P 400 Mid Cap Growth ETF 4.9 15 -3 6.6 +4.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 4.9 15 -3 6.5 +4.0
IJS iShares S&P Small-Cap 600 Value ETF 4.9 18 -6 10.7 +8.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 4.8 15 -3 10.5 +7.9
SLYV SPDR S&P 600 Small Cap Value ETF 4.8 15 -3 10.7 +8.2
DHS WisdomTree U.S. High Dividend Fund 4.8 38 -26 8.4 +5.8
IJT iShares S&P Small-Cap 600 Growth ETF 4.8 18 -6 5.6 +3.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 4.8 39 -27 4.4 +1.9
SLYG SPDR S&P 600 Small Cap Growth ETF 4.8 15 -3 5.6 +3.1
VIOG Vanguard S&P Small-Cap 600 Growth ETF 4.8 15 -3 5.8 +3.3
QDEF FlexShares Quality Dividend Defensive Index Fund 4.7 37 -25 6.3 +3.8
GVUS Marketbeta Russell 1000 Value Equity ETF 4.7 12 0 7.3 +4.8
IGPT Invesco AI and Next Gen Software ETF 4.7 60 -48 5.5 +3.0
FUNL CornerCap Fundametrics Large-Cap ETF 4.7 50 -38 8.0 +5.5
KBWY Invesco KBW Premium Yield Equity REIT ETF 4.7 35 -23 0.9 -1.6
IWD iShares Russell 1000 Value ETF 4.7 19 -7 7.2 +4.7
VONV Vanguard Russell 1000 Value ETF 4.7 8 4 7.4 +4.8
REVS Columbia Research Enhanced Value ETF 4.7 19 -7 8.3 +5.8
YLDE ClearBridge Dividend Strategy ESG ETF 4.7 60 -48 5.7 +3.2
USXF iShares ESG Advanced MSCI USA ETF 4.7 10 2 5.3 +2.8
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.6 39 -27 11.4 +8.9
MAGA Point Bridge America First ETF 4.6 72 -60 7.2 +4.7
SCHV Schwab U.S. Large-Cap Value ETF 4.6 4 8 7.5 +5.0
FCPI Fidelity Stocks for Inflation ETF 4.6 15 -3 8.8 +6.3
ERTH Invesco MSCI Sustainable Future ETF 4.5 62 -50 2.6 +0.1
CGDG Capital Group Dividend Growers ETF 4.5 47 -35 6.6 +4.0
HAPY Harbor Human Capital Factor Unconstrained ETF 4.4 50 -38 3.7 +1.2
PSC Principal U.S. Small-Cap ETF 4.4 38 -26 7.5 +5.0
XSLV Invesco S&P SmallCap Low Volatility ETF 4.4 25 -13 5.8 +3.2
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 4.4 47 -35 5.6 +3.1
SMMD iShares Russell 2500 ETF 4.4 15 -3 6.8 +4.3
FELV Fidelity Enhanced Large Cap Value ETF 4.3 18 -6 7.6 +5.1
STXV Strive 1000 Value ETF 4.3 18 -6 8.9 +6.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.2 25 -13 8.5 +6.0
FIVG Defiance Next Gen Connectivity ETF 4.2 30 -18 6.1 +3.6
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 4.2 20 -8 6.1 +3.6
SNPV Xtrackers S&P 500 Value ESG ETF 4.2 15 -3 5.9 +3.4
SIXL ETC 6 Meridian Low Beta Equity ETF 4.2 80 -68 6.0 +3.5
VEGN US Vegan Climate ETF 4.1 60 -48 5.1 +2.5
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 4.1 30 -18 8.6 +6.0
EVUS iShares ESG Aware MSCI USA Value ETF 4.1 18 -6 7.5 +5.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 4.1 65 -53 3.4 +0.8
WCEO Hypatia Women CEO ETF 4.1 85 -73 -1.4 -3.9
QUVU Hartford Quality Value ETF 4.1 46 -34 7.5 +5.0
UDI USCF Dividend Income Fund 4.0 65 -53 7.0 +4.5
ESIX SPDR S&P SmallCap 600 ESG ETF 4.0 12 0 6.6 +4.0
INRO iShares U.S. Industry Rotation Active ETF 3.9 42 -30 5.6 +3.0
AFLG First Trust Active Factor Large Cap ETF 3.9 55 -43 7.1 +4.6
NUMG Nuveen ESG Mid-Cap Growth ETF 3.9 31 -19 2.8 +0.3
SWP SWP Growth & Income ETF 3.9 99 -87 5.0 +2.5
SIXG Defiance Connective Technologies ETF 3.9 30 -18 5.0 +2.5
KONG Formidable Fortress ETF 3.9 89 -77 6.0 +3.5
MDLV Morgan Dempsey Large Cap Value ETF 3.8 58 -46 7.4 +4.9
BEEZ Honeytree U.S. Equity ETF 3.8 64 -52 3.7 +1.2
EES WisdomTree U.S. SmallCap Fund 3.7 38 -26 10.1 +7.6
HDUS Hartford Disciplined US Equity ETF 3.7 19 -7 6.8 +4.3
MBOX Freedom Day Dividend ETF 3.7 39 -27 8.0 +5.5
POWA Invesco Bloomberg Pricing Power ETF 3.7 40 -28 5.7 +3.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 3.6 20 -8 5.5 +3.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 3.6 9 3 5.4 +2.9
JHSC John Hancock Multifactor Small Cap ETF 3.5 42 -30 7.6 +5.0
TMFM Motley Fool Mid-Cap Growth ETF 3.5 85 -73 4.0 +1.5
DIVL Madison Dividend Value ETF 3.5 65 -53 5.8 +3.3
NULV Nuveen ESG Large-Cap Value ETF 3.5 26 -14 6.6 +4.1
GLBL Pacer MSCI World Industry Advantage ETF 3.5 65 -53 5.4 +2.9
IUSV iShares Core S&P US Value ETF 3.5 4 8 7.3 +4.7
EZM WisdomTree U.S. MidCap Fund 3.5 38 -26 10.3 +7.8
DIVB iShares Core Dividend ETF 3.5 5 7 8.3 +5.8
PRF Invesco FTSE RAFI US 1000 ETF 3.4 39 -27 7.9 +5.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.4 12 0 5.4 +2.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.3 70 -58 4.8 +2.3
XDAT Franklin Exponential Data ETF 3.3 50 -38 2.3 -0.2
FYX First Trust Small Cap Core AlphaDEX Fund 3.3 61 -49 6.5 +4.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 3.3 35 -23 6.1 +3.6
RJMG FT Raymond James Multicap Growth Equity ETF 3.3 85 -73 2.8 +0.3
SSPY Syntax Stratified LargeCap ETF 3.3 30 -18 7.7 +5.1
SHUS Syntax Stratified U.S. Total Market Hedged ETF 3.3 65 -53 7.2 +4.7
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.3 55 -43 4.5 +2.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 3.2 60 -48 5.0 +2.5
SPXT ProShares S&P 500 Ex-Technology ETF 3.2 9 3 6.3 +3.8
BDIV AAM Brentview Dividend Growth ETF 3.2 49 -37 4.6 +2.1
IVE iShares S&P 500 Value ETF 3.2 18 -6 7.0 +4.4
VOOV Vanguard S&P 500 Value ETF 3.2 10 2 7.1 +4.5
CLOU Global X Cloud Computing ETF 3.2 68 -56 2.1 -0.4
OSCV Opus Small Cap Value ETF 3.2 79 -67 7.2 +4.7
SPYV SPDR Portfolio S&P 500 Value ETF 3.2 4 8 7.1 +4.6
FAB First Trust Multi Cap Value AlphaDEX Fund 3.2 67 -55 11.2 +8.7
XMAG Defiance Large Cap ex-Mag 7 ETF 3.1 35 -23 6.0 +3.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 3.1 15 -3 5.5 +3.0
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 3.1 65 -53 -4.2 -6.8
KLMN Invesco MSCI North America Climate ETF 3.1 9 3 5.7 +3.2
BJK VanEck Gaming ETF 3.1 65 -53 4.1 +1.5
VICE AdvisorShares Vice ETF 3.1 99 -87 6.5 +4.0
ILCV iShares Morningstar Value ETF 3.1 4 8 7.3 +4.8
DEUS Xtrackers Russell US Multifactor ETF 3.1 17 -5 7.8 +5.3
JPEF JPMorgan Equity Focus ETF 3.1 50 -38 5.1 +2.6
PTEC Global X PropTech ETF 3.0 50 -38 2.6 +0.1
CHGX AXS Change Finance ESG ETF 3.0 49 -37 9.3 +6.7
STXD Strive 1000 Dividend Growth ETF 3.0 35 -23 5.3 +2.8
VTV Vanguard Value ETF 3.0 4 8 7.7 +5.1
ESGV Vanguard ESG U.S. Stock ETF 3.0 9 3 5.4 +2.9
RFFC ALPS Active Equity Opportunity ETF 3.0 48 -36 4.9 +2.4
DSI iShares MSCI KLD 400 Social ETF 3.0 25 -13 5.6 +3.1
DEMZ Democratic Large Cap Core ETF 3.0 45 -33 5.0 +2.4
SRHQ SRH U.S. Quality ETF 2.9 35 -23 8.2 +5.7
VLU SPDR S&P 1500 Value Tilt ETF 2.9 12 0 8.1 +5.6
BGIG Bahl & Gaynor Income Growth ETF 2.9 45 -33 5.8 +3.2
ROSC Hartford Multifactor Small Cap ETF 2.8 34 -22 9.7 +7.2
DVND Touchstone Dividend Select ETF 2.8 67 -55 6.3 +3.7
BEEX BeeHive ETF 2.8 84 -72 5.3 +2.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.8 18 -6 5.2 +2.7
JHML John Hancock Multifactor Large Cap ETF 2.8 29 -17 6.4 +3.9
ONEO SPDR Russell 1000 Momentum Focus ETF 2.7 20 -8 8.2 +5.6
QLC FlexShares US Quality Large Cap Index Fund 2.7 25 -13 6.6 +4.1
SPMV Invesco S&P 500 Minimum Variance ETF 2.7 10 2 5.7 +3.2
IWV iShares Russell 3000 ETF 2.7 20 -8 5.6 +3.1
ISHP First Trust Nasdaq Retail ETF 2.6 60 -48 5.9 +3.4
VTI Vanguard Total Stock Market ETF 2.6 3 9 5.7 +3.2
VTHR Vanguard Russell 3000 ETF 2.6 10 2 5.7 +3.2
JEPI JPMorgan Equity Premium Income ETF 2.6 35 -23 6.0 +3.5
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 2.6 5 7 7.7 +5.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.6 3 9 5.8 +3.3
VFMV Vanguard U.S. Minimum Volatility ETF 2.6 13 -1 6.0 +3.5
SCHB Schwab U.S. Broad Market ETF 2.6 3 9 5.9 +3.3
BEDZ AdvisorShares Hotel ETF 2.6 100 -88 2.9 +0.3
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.6 15 -3 5.7 +3.1
JVAL JPMorgan U.S. Value Factor ETF 2.6 12 0 9.4 +6.9
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.5 3 9 6.1 +3.6
FESM Fidelity Enhanced Small Cap ETF 2.5 28 -16 4.2 +1.7
SPXV ProShares S&P 500 Ex-Health Care ETF 2.5 9 3 5.7 +3.2
USMF WisdomTree U.S. Multifactor Fund 2.5 28 -16 7.4 +4.9
RECS Columbia Research Enhanced Core ETF 2.5 15 -3 6.7 +4.2
MTUM iShares MSCI USA Momentum Factor ETF 2.5 15 -3 4.1 +1.6
IWB iShares Russell 1000 ETF 2.5 15 -3 5.8 +3.3
JMOM JPMorgan U.S. Momentum Factor ETF 2.5 12 0 5.4 +2.8
GURU Global X Guru Index ETF 2.5 75 -63 4.6 +2.0
FDRR Fidelity Dividend ETF for Rising Rates 2.5 15 -3 8.2 +5.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.5 70 -58 3.1 +0.5
VONE Vanguard Russell 1000 ETF 2.5 8 4 5.9 +3.4
APUE ActivePassive U.S. Equity ETF 2.5 45 -33 5.7 +3.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.5 25 -13 6.5 +4.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.5 20 -8 5.8 +3.2
FQAL Fidelity Quality Factor ETF 2.5 15 -3 6.4 +3.9
SUSA iShares MSCI USA ESG Select ETF 2.5 25 -13 5.4 +2.9
FVAL Fidelity Value Factor ETF 2.5 15 -3 8.2 +5.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.5 11 1 5.9 +3.4
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.5 35 -23 7.5 +5.0
FLRG Fidelity U.S. Multifactor ETF 2.5 15 -3 7.6 +5.1
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 2.5 12 0 8.7 +6.2
JQUA JPMorgan U.S. Quality Factor ETF 2.5 12 0 6.7 +4.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.4 64 -52 2.9 +0.3
XVV iShares ESG Screened S&P 500 ETF 2.4 8 4 5.8 +3.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.4 14 -2 5.8 +3.3
IYY iShares Dow Jones U.S. ETF 2.4 20 -8 5.8 +3.2
SCHK Schwab 1000 Index ETF 2.4 5 7 6.0 +3.4
FDLO Fidelity Low Volatility Factor ETF 2.4 15 -3 5.8 +3.3
SNPE Xtrackers S&P 500 ESG ETF 2.4 10 2 5.8 +3.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.4 8 4 5.7 +3.2
FLQL Franklin LibertyQ U.S. Equity ETF 2.4 15 -3 6.5 +4.0
BOUT Innovator IBD Breakout Opportunities ETF 2.4 81 -69 5.3 +2.8
SCHX Schwab U.S. Large-Cap ETF 2.4 3 9 5.9 +3.4
RAFE PIMCO RAFI ESG U.S. ETF 2.4 29 -17 7.9 +5.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.4 7 5 5.7 +3.1
SUSL iShares ESG MSCI USA Leaders ETF 2.4 10 2 5.7 +3.1
PBUS Invesco MSCI USA ETF 2.4 4 8 5.8 +3.3
CVAR Cultivar ETF 2.4 87 -75 6.6 +4.0
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.3 10 2 5.7 +3.2
ILCB iShares Morningstar U.S. Equity ETF 2.3 3 9 5.9 +3.3
ESGU iShares ESG Aware MSCI USA ETF 2.3 15 -3 5.8 +3.3
FNDB Schwab Fundamental US Broad Market Index ETF 2.3 25 -13 8.2 +5.7
CGUS Capital Group Core Equity ETF 2.3 33 -21 5.3 +2.8
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 2.3 56 -44 6.8 +4.3
FTA First Trust Large Cap Value AlphaDEX Fund 2.3 59 -47 10.3 +7.8
INCE Franklin Income Equity Focus ETF 2.3 29 -17 6.0 +3.5
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.3 20 -8 5.7 +3.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.3 2 10 5.9 +3.4
SPXE ProShares S&P 500 Ex-Energy ETF 2.3 9 3 5.8 +3.2
SHE SPDR MSCI USA Gender Diversity ETF 2.3 20 -8 5.6 +3.1
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.3 60 -48 1.4 -1.1
FDMO Fidelity Momentum Factor ETF 2.3 15 -3 4.5 +2.0
CATH Global X S&P 500 Catholic Values Custom ETF 2.2 29 -17 5.5 +3.0
VLUE iShares MSCI USA Value Factor ETF 2.2 15 -3 11.1 +8.6
QUAL iShares MSCI USA Quality Factor ETF 2.2 15 -3 5.7 +3.2
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.2 50 -38 9.2 +6.7
IVV iShares Core S&P 500 ETF 2.2 3 9 6.0 +3.4
TIME Clockwise Core Equity & Innovation ETF 2.2 95 -83 8.5 +5.9
EBIZ Global X E-Commerce ETF 2.2 50 -38 4.9 +2.3
TOGA Tremblant Global ETF 2.2 69 -57 2.7 +0.2
USRD Themes US R&D Champions ETF 2.2 29 -17 6.1 +3.6
SPLG SPDR Portfolio S&P 500 ETF 2.2 2 10 6.0 +3.4
SPY SPDR S&P 500 ETF Trust 2.2 9 3 5.9 +3.4
VOO Vanguard S&P 500 ETF 2.2 3 9 6.0 +3.5
FNX First Trust Mid Cap Core AlphaDEX Fund 2.2 60 -48 9.1 +6.6
ADME Aptus Drawdown Managed Equity ETF 2.2 79 -67 4.9 +2.4
YALL God Bless America ETF 2.2 65 -53 4.6 +2.1
RWK Invesco S&P MidCap 400 Revenue ETF 2.2 39 -27 11.1 +8.6
FYT First Trust Small Cap Value AlphaDEX Fund 2.2 73 -61 11.2 +8.6
PFI Invesco Dorsey Wright Financial Momentum ETF 2.2 60 -48 5.0 +2.5
FTC First Trust Large Cap Growth AlphaDEX Fund 2.2 59 -47 3.4 +0.9
DIV Global X SuperDividend US ETF 2.2 45 -33 10.9 +8.4
LRGF iShares U.S. Equity Factor ETF 2.2 8 4 6.7 +4.2
FEX First Trust Large Cap Core AlphaDEX Fund 2.1 59 -47 7.5 +4.9
VV Vanguard Large-Cap ETF 2.1 4 8 5.8 +3.3
HAPI Harbor Human Capital Factor US Large Cap ETF 2.1 36 -24 5.6 +3.0
BKLC BNY Mellon US Large Cap Core Equity ETF 2.1 0 12 5.9 +3.3
KLMT Invesco MSCI Global Climate 500 ETF 2.1 10 2 6.5 +3.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.1 7 5 5.8 +3.3
STRV Strive 500 ETF 2.1 5 7 5.8 +3.3
VOTE TCW Transform 500 ETF 2.1 5 7 5.8 +3.3
HLGE Hartford Longevity Economy ETF 2.1 44 -32 7.6 +5.1
EQWL Invesco S&P 100 Equal Weight ETF 2.1 25 -13 7.0 +4.4
FNK First Trust Mid Cap Value AlphaDEX Fund 2.1 70 -58 13.8 +11.3
ROE Astoria US Quality Kings ETF 2.1 49 -37 8.0 +5.4
NULC Nuveen ESG Large-Cap ETF 2.1 21 -9 5.4 +2.9
WOMN Impact Shares YWCA Women's Empowerment ETF 2.0 75 -63 5.7 +3.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.0 29 -17 7.3 +4.8
PFM Invesco Dividend Achievers ETF 2.0 53 -41 5.7 +3.2
OPTZ Optimize Strategy Index ETF 2.0 50 -38 5.9 +3.3
RPG Invesco S&P 500 Pure Growth ETF 2.0 35 -23 3.9 +1.4
CUT Invesco MSCI Global Timber ETF 2.0 61 -49 9.7 +7.2
WOOD iShares Global Timber & Forestry ETF 2.0 42 -30 10.2 +7.7
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 2.0 60 -48 4.7 +2.1
CGDV Capital Group Dividend Value ETF 2.0 33 -21 5.3 +2.8
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.0 39 -27 11.1 +8.6
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.9 52 -40 7.1 +4.6
QVML Invesco S&P 500 QVM Multi-factor ETF 1.9 11 1 5.8 +3.3
SMAP Amplify Small-Mid Cap Equity ETF 1.9 60 -48 1.5 -1.1
SFY SoFi Select 500 ETF 1.9 0 12 5.5 +3.0
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.9 40 -28 4.3 +1.8
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.9 12 0 5.4 +2.9
IWX iShares Russell Top 200 Value ETF 1.9 20 -8 7.0 +4.5
ETHO Etho Climate Leadership U.S. ETF 1.9 47 -35 6.1 +3.6
AFSM First Trust Active Factor Small Cap ETF 1.9 75 -63 7.6 +5.0
FNDX Schwab Fundamental US Large Co. Index ETF 1.9 25 -13 8.2 +5.7
CRUZ Defiance Hotel Airline and Cruise ETF 1.9 45 -33 3.4 +0.9
AUSF Global X Adaptive U.S. Factor ETF 1.9 27 -15 10.0 +7.5
ACVF American Conservative Values ETF 1.9 75 -63 5.3 +2.7
RVRB Reverb ETF 1.8 30 -18 5.6 +3.1
LRGC AB US Large Cap Strategic Equities ETF 1.8 48 -36 5.3 +2.7
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.8 60 -48 6.1 +3.5
FDWM Fidelity Women's Leadership ETF 1.8 59 -47 3.5 +1.0
FYC First Trust Small Cap Growth AlphaDEX Fund 1.8 71 -59 1.2 -1.3
NANR SPDR S&P North American Natural Resources ETF 1.8 35 -23 9.1 +6.5
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.8 60 -48 7.9 +5.4
KOKU Xtrackers MSCI Kokusai Equity ETF 1.8 9 3 6.1 +3.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.8 32 -20 5.8 +3.3
LRGE ClearBridge Large Cap Growth ESG ETF 1.8 59 -47 4.4 +1.9
TOK iShares MSCI Kokusai ETF 1.8 26 -14 5.9 +3.4
GSPY Gotham Enhanced 500 ETF 1.7 50 -38 6.2 +3.6
STXG Strive 1000 Growth ETF 1.7 18 -6 4.7 +2.2
BLCV iShares Large Cap Value Active ETF 1.7 53 -41 8.2 +5.7
FELC Fidelity Enhanced Large Cap Core ETF 1.7 18 -6 6.2 +3.6
OGIG ALPS O'Shares Global Internet Giants ETF 1.7 48 -36 2.1 -0.5
ZECP Zacks Earnings Consistent Portfolio ETF 1.7 55 -43 5.3 +2.7
XT iShares Exponential Technologies ETF 1.7 46 -34 5.9 +3.4
ROUS Hartford Multifactor US Equity ETF 1.7 19 -7 8.1 +5.6
QDIV Global X S&P 500 Quality Dividend ETF 1.7 20 -8 8.9 +6.4
URTH iShares MSCI World ETF 1.7 24 -12 6.1 +3.6
JOET Virtus Terranova US Quality Momentum ETF 1.7 29 -17 5.8 +3.3
FLV American Century Focused Large Cap Value ETF 1.6 42 -30 7.2 +4.7
VT Vanguard Total World Stock ETF 1.6 7 5 6.8 +4.3
OCFS Otter Creek Focus Strategy ETF 1.6 85 -73 5.0 +2.5
ILCG iShares Morningstar Growth ETF 1.6 4 8 4.5 +1.9
WLDR Affinity World Leaders Equity ETF 1.6 67 -55 9.2 +6.6
WTV WisdomTree US Value Fund of Benef Interest 1.6 12 0 10.4 +7.8
XMVM Invesco S&P MidCap Value with Momentum ETF 1.6 39 -27 10.6 +8.1
PCGG Polen Capital Global Growth ETF 1.6 85 -73 4.2 +1.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.5 20 -8 6.4 +3.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.5 9 3 6.2 +3.7
KRMA Global X Conscious Companies ETF 1.5 43 -31 6.7 +4.1
SPVM Invesco S&P 500 Value with Momentum ETF 1.5 39 -27 9.6 +7.1
ACWI iShares MSCI ACWI ETF 1.5 32 -20 6.5 +4.0
IUSG iShares Core S&P U.S. Growth ETF 1.5 4 8 5.2 +2.7
FTRI First Trust Indxx Global Natural Resources Income ETF 1.5 70 -58 8.8 +6.3
VUG Vanguard Growth ETF 1.5 4 8 4.7 +2.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.5 30 -18 7.5 +5.0
FFLC Fidelity Fundamental Large Cap Core ETF 1.4 38 -26 5.4 +2.8
PNQI Invesco NASDAQ Internet ETF 1.4 60 -48 4.2 +1.7
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.4 40 -28 7.4 +4.9
PWV Invesco Large Cap Value ETF 1.4 55 -43 8.3 +5.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.4 9 3 6.6 +4.1
XSMO Invesco S&P SmallCap Momentum ETF 1.3 39 -27 5.7 +3.2
FVD First Trust Value Line Dividend Index Fund 1.3 65 -53 6.4 +3.9
MOTE VanEck Morningstar ESG Moat ETF 1.3 49 -37 5.4 +2.8
SFYF SoFi Social 50 ETF 1.3 29 -17 0.2 -2.4
FBCV Fidelity Blue Chip Value ETF 1.3 59 -47 8.4 +5.9
IWO iShares Russell 2000 Growth ETF 1.3 24 -12 1.6 -0.9
PRAY FIS Christian Stock Fund 1.3 69 -57 5.8 +3.3
VTWG Vanguard Russell 2000 Growth ETF 1.3 15 -3 1.7 -0.9
TMFC Motley Fool 100 Index ETF 1.3 50 -38 4.5 +1.9
IVW iShares S&P 500 Growth ETF 1.3 18 -6 5.0 +2.5
VOOG Vanguard S&P 500 Growth ETF 1.3 10 2 5.1 +2.6
SPYG SPDR Portfolio S&P 500 Growth ETF 1.3 4 8 5.2 +2.6
FSST Fidelity Sustainable U.S. Equity ETF 1.3 59 -47 4.8 +2.2
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.2 80 -68 7.4 +4.8
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.2 46 -34 10.9 +8.4
IWP iShares Russell Mid-Cap Growth ETF 1.2 23 -11 3.9 +1.4
NACP Impact Shares NAACP Minority Empowerment ETF 1.2 49 -37 5.4 +2.9
TMFX Motley Fool Next Index ETF 1.2 50 -38 3.5 +1.0
EGUS iShares ESG Aware MSCI USA Growth ETF 1.2 18 -6 4.9 +2.3
EPS WisdomTree U.S. LargeCap Fund 1.2 8 4 6.8 +4.3
RPV Invesco S&P 500 Pure Value ETF 1.2 35 -23 11.6 +9.1
QGRO American Century U.S. Quality Growth ETF 1.2 29 -17 4.1 +1.6
VALQ American Century U.S. Quality Value ETF 1.2 29 -17 8.5 +6.0
DGT SPDR Global Dow ETF 1.2 50 -38 8.2 +5.7
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.2 25 -13 11.1 +8.6
MGV Vanguard Mega Cap Value ETF 1.2 7 5 7.4 +4.8
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.1 79 -67 5.7 +3.2
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 1.1 58 -46 4.7 +2.2
TMAT Main Thematic Innovation ETF 1.1 164 -152 -1.5 -4.0
ESGG FlexShares STOXX Global ESG Select Index Fund 1.1 42 -30 6.6 +4.0
BGRO iShares Large Cap Growth Active ETF 1.1 55 -43 3.6 +1.1
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.1 35 -23 4.9 +2.4
WDIV SPDR S&P Global Dividend ETF 1.1 40 -28 9.7 +7.2
HKND Humankind US Stock ETF 1.1 11 1 8.0 +5.5
LOWV AB US Low Volatility Equity ETF 1.1 48 -36 5.7 +3.2
XMMO Invesco S&P MidCap Momentum ETF 1.1 34 -22 6.0 +3.4
BGDV Bahl & Gaynor Dividend ETF 1.1 45 -33 5.3 +2.8
GNR SPDR S&P Global Natural Resources ETF 1.1 40 -28 12.1 +9.6
HLAL Wahed FTSE USA Shariah ETF 1.1 50 -38 5.7 +3.2
OALC OneAscent Large Cap Core ETF 1.1 86 -74 5.1 +2.6
BKWO BNY Mellon Women's Opportunities ETF 1.1 50 -38 4.4 +1.8
MGK Vanguard Mega Cap Growth ETF 1.1 7 5 4.9 +2.3
IWL iShares Russell Top 200 ETF 1.0 15 -3 5.6 +3.1
SMDV ProShares Russell 2000 Dividend Growers ETF 1.0 40 -28 7.6 +5.0
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.0 15 -3 6.2 +3.6
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.0 20 -8 5.0 +2.4
FPX First Trust US Equity Opportunities ETF 1.0 61 -49 1.4 -1.1
FFND Future Fund Active ETF 1.0 100 -88 5.1 +2.5
LVOL American Century Low Volatility ETF 1.0 29 -17 5.2 +2.6
GQQQ Astoria US Quality Growth Kings ETF 1.0 35 -23 6.1 +3.5
LQPE PEO AlphaQuest Thematic PE ETF 1.0 125 -113 7.5 +5.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.0 45 -33 5.4 +2.9
MGC Vanguard Mega Cap ETF 0.9 7 5 5.7 +3.2
VUSE Vident U.S. Equity Strategy ETF 0.9 50 -38 5.2 +2.6
RWL Invesco S&P 500 Revenue ETF 0.9 39 -27 7.7 +5.2
HAPS Harbor Human Capital Factor US Small Cap ETF 0.9 60 -48 4.9 +2.3
KOCG FIS Knights of Columbus Global Belief ETF 0.9 75 -63 6.0 +3.5
QUS SPDR MSCI USA StrategicFactors ETF 0.9 15 -3 6.3 +3.8
SPMO Invesco S&P 500 Momentum ETF 0.9 13 -1 4.5 +2.0
SVAL iShares US Small Cap Value Factor ETF 0.9 20 -8 12.2 +9.6
DTEC ALPS Disruptive Technologies ETF 0.9 50 -38 4.4 +1.8
VFMO Vanguard U.S. Momentum Factor ETF 0.9 13 -1 3.6 +1.1
IETC iShares U.S. Tech Independence Focused ETF 0.9 18 -6 5.0 +2.5
RSMC Rockefeller U.S. Small-Mid Cap ETF 0.9 75 -63 5.5 +3.0
CGGR Capital Group Growth ETF 0.9 39 -27 4.0 +1.5
QNXT iShares Nasdaq-100 ex Top 30 ETF 0.9 20 -8 4.8 +2.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.8 19 -7 7.2 +4.7
LCF Touchstone US Large Cap Focused ETF 0.8 69 -57 5.2 +2.7
TAX Cambria Tax Aware ETF 0.8 49 -37 6.9 +4.4
FDFF Fidelity Disruptive Finance ETF 0.8 50 -38 4.4 +1.9
JGLO JPMorgan Global Select Equity ETF 0.8 33 -21 5.5 +3.0
VSLU Applied Finance Valuation Large Cap ETF 0.8 49 -37 6.4 +3.9
ARKF ARK Fintech Innovation ETF 0.8 75 -63 -0.2 -2.8
XITK SPDR FactSet Innovative Technology ETF 0.8 45 -33 0.6 -1.9
LGRO Level Four Large Cap Growth Active ETF 0.8 55 -43 4.5 +2.0
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.8 35 -23 4.1 +1.5
ONEQ Fidelity Nasdaq Composite Index ETF 0.8 21 -9 4.7 +2.1
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.8 30 -18 8.4 +5.8
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.8 60 -48 2.3 -0.2
DFAT Dimensional U.S. Targeted Value ETF 0.8 28 -16 11.2 +8.7
SPGP Invesco S&P 500 GARP ETF 0.7 34 -22 11.4 +8.9
SPVU Invesco S&P 500 Enhanced Value ETF 0.7 13 -1 11.3 +8.7
GINN Goldman Sachs Innovate Equity ETF 0.7 52 -40 4.7 +2.2
GLRY Inspire Faithward Mid Cap Momentum ETF 0.7 80 -68 7.0 +4.5
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.7 12 0 5.2 +2.7
HAP VanEck Natural Resources ETF 0.7 50 -38 10.6 +8.0
SPHB Invesco S&P 500 High Beta ETF 0.7 25 -13 5.9 +3.4
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 0.7 49 -37 9.2 +6.7
IWC iShares Micro-Cap ETF 0.6 60 -48 -1.1 -3.6
DFLV Dimensional US Large Cap Value ETF 0.6 22 -10 9.0 +6.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.6 75 -63 5.0 +2.5
IUS Invesco RAFI Strategic US ETF 0.6 19 -7 7.7 +5.2
SNPG Xtrackers S&P 500 Growth ESG ETF 0.6 15 -3 4.9 +2.4
SMOT VanEck Morningstar SMID Moat ETF 0.6 49 -37 7.9 +5.4
AVSC Avantis U.S Small Cap Equity ETF 0.6 25 -13 7.2 +4.7
JSML Janus Henderson Small Cap Growth Alpha ETF 0.6 30 -18 9.4 +6.8
DFUV Dimensional US Marketwide Value ETF 0.6 22 -10 8.8 +6.3
HELX Franklin Genomic Advancements ETF 0.6 50 -38 0.1 -2.4
SCHG Schwab U.S. Large-Cap Growth ETF 0.6 4 8 4.8 +2.2
DFSV Dimensional US Small Cap Value ETF 0.6 31 -19 12.3 +9.7
QWLD SPDR MSCI World StrategicFactors ETF 0.5 30 -18 7.1 +4.6
USMV iShares MSCI USA Min Vol Factor ETF 0.5 15 -3 5.8 +3.3
TMDV ProShares Russell US Dividend Growers ETF 0.5 35 -23 4.9 +2.4
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.5 36 -24 11.4 +8.9
IWF iShares Russell 1000 Growth ETF 0.5 19 -7 5.2 +2.7
VONG Vanguard Russell 1000 Growth ETF 0.5 8 4 5.3 +2.8
CFA VictoryShares US 500 Volatility Wtd ETF 0.5 35 -23 6.8 +4.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.5 40 -28 6.7 +4.2
FBCG Fidelity Blue Chip Growth ETF 0.5 59 -47 3.8 +1.2
DFAS Dimensional U.S. Small Cap ETF 0.5 26 -14 7.6 +5.1
FFTY Innovator IBD 50 ETF 0.5 80 -68 -2.6 -5.1
BUYZ Franklin Disruptive Commerce ETF 0.5 50 -38 2.8 +0.2
IWY iShares Russell Top 200 Growth ETF 0.5 20 -8 5.3 +2.8
CSMD Congress SMid Growth ETF 0.5 69 -57 4.5 +2.0
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.5 70 -58 5.5 +2.9
OEF iShares S&P 100 ETF 0.4 20 -8 5.6 +3.0
AIEQ AI Powered Equity ETF 0.4 75 -63 4.6 +2.1
TMFS Motley Fool Small-Cap Growth ETF 0.4 85 -73 3.4 +0.9
GDIV Harbor Dividend Growth Leaders ETF 0.4 50 -38 5.7 +3.2
GLOF iShares Global Equity Factor ETF 0.4 20 -8 7.9 +5.4
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.4 38 -26 11.4 +8.8
AOTG AOT Growth and Innovation ETF 0.4 75 -63 2.6 +0.1
ITAN Sparkline Intangible Value ETF 0.4 50 -38 7.2 +4.7
NULG Nuveen ESG Large-Cap Growth ETF 0.4 26 -14 4.0 +1.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.4 35 -23 6.4 +3.9
AVSU Avantis Responsible U.S. Equity ETF 0.4 15 -3 7.0 +4.4
IEDI iShares U.S. Consumer Focused ETF 0.4 18 -6 5.6 +3.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.4 29 -17 4.9 +2.4
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.4 35 -23 12.5 +10.0
DFSU Dimensional US Sustainability Core 1 ETF 0.4 18 -6 6.3 +3.8
IOO iShares Global 100 ETF 0.4 41 -29 5.8 +3.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.4 25 -13 6.7 +4.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.3 52 -40 6.1 +3.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.3 58 -46 6.1 +3.6
DFAC Dimensional U.S. Core Equity 2 ETF 0.3 17 -5 6.6 +4.1
DCOR Dimensional US Core Equity 1 ETF 0.3 14 -2 6.3 +3.8
SDIV Global X Superdividend ETF 0.3 58 -46 15.0 +12.4
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.3 95 -83 0.8 -1.7
MGMT Ballast Small/Mid Cap ETF 0.3 110 -98 9.4 +6.9
SMCF Themes US Small Cap Cash Flow Champions ETF 0.3 29 -17 13.2 +10.7
RFV Invesco S&P Midcap 400 Pure Value ETF 0.3 35 -23 15.7 +13.1
DFAU Dimensional US Core Equity Market ETF 0.3 12 0 6.1 +3.6
ACWV iShares MSCI Global Min Vol Factor ETF 0.2 20 -8 7.1 +4.6
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.2 35 -23 5.2 +2.6
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.2 42 -30 5.6 +3.1
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 -40 7.9 +5.4
CCNR ALPS CoreCommodity Natural Resources ETF 0.2 39 -27 11.4 +8.9
CALF Pacer US Small Cap Cash Cows 100 ETF 0.2 59 -47 13.5 +10.9
QQQ Invesco QQQ Trust Series I 0.2 20 -8 5.0 +2.4
SIXS ETC 6 Meridian Small Cap Equity ETF 0.2 89 -77 10.2 +7.7
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.2 47 -35 10.9 +8.4
QQQM Invesco NASDAQ 100 ETF 0.2 15 -3 5.0 +2.5
VFVA Vanguard U.S. Value Factor ETF 0.2 13 -1 13.1 +10.6
QQMG Invesco ESG NASDAQ 100 ETF 0.2 20 -8 5.0 +2.5
DFUS Dimensional U.S. Equity ETF 0.2 9 3 5.9 +3.3
ANEW ProShares MSCI Transformational Changes ETF 0.2 45 -33 7.5 +5.0
CRTC Xtrackers US National Critical Technologies ETF 0.2 35 -23 5.8 +3.2
FELG Fidelity Enhanced Large Cap Growth ETF 0.2 18 -6 5.7 +3.2
AVUS Avantis U.S. Equity ETF 0.2 15 -3 7.0 +4.5
PKW Invesco Buyback Achievers ETF 0.2 62 -50 8.8 +6.2
GRPM Invesco S&P MidCap 400 GARP ETF 0.2 35 -23 10.5 +8.0
XSHQ Invesco S&P SmallCap Quality ETF 0.2 29 -17 9.3 +6.8
DFVX Dimensional US Large Cap Vector ETF 0.2 22 -10 7.1 +4.6
DGRW WisdomTree US Quality Dividend Growth Fund 0.2 28 -16 6.2 +3.6
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.1 85 -73 4.1 +1.5
VFMF Vanguard U.S. Multifactor ETF 0.1 18 -6 9.3 +6.8
QLV FlexShares US Quality Low Volatility Index Fund 0.1 22 -10 6.0 +3.5
GVLU Gotham 1000 Value ETF 0.1 50 -38 10.0 +7.5
DEEP Roundhill Acquirers Deep Value ETF 0.1 80 -68 22.0 +19.5
JSTC Adasina Social Justice All Cap Global ETF 0.1 89 -77 4.7 +2.2
SURE AdvisorShares Insiders Advantage ETF 0.1 90 -78 10.9 +8.4
VERS ProShares Metaverse ETF 0.1 58 -46 0.2 -2.3
SQLV Royce Quant Small-Cap Quality Value ETF 0.0 60 -48 10.7 +8.2
MVPA Miller Value Partners Appreciation ETF 0.0 60 -48 9.3 +6.8
AVUV Avantis U.S. Small Cap Value ETF 0.0 25 -13 12.0 +9.5
ECML Euclidean Fundamental Value ETF 0.0 95 -83 14.5 +11.9
FDM First Trust Dow Jones Select MicroCap Index Fund 0.0 60 -48 9.1 +6.5
VYM Vanguard High Dividend Yield Index ETF 0.0 6 6 7.9 +5.3
CSD Invesco S&P Spin-Off ETF 0.0 65 -53 8.3 +5.8
FTEC Fidelity MSCI Information Technology Index ETF 0.0 8 4 5.2 +2.6

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 Vanguard Real Estate ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

AVOID
Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 7.2 %
Divided by: Fwd. P/BV 2.7 x
Less: Expense ratio 12 bp
Equals: ALTAR Score 2.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.60 CATEGORY
AVERAGE		 1.58
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

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

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

 

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