WisdomTree Cybersecurity Fund
ALTAR
Score™		 1.9% info Recommen-
dation		 UNDERWEIGHT
2024E    2025E
P/E
ratio		 40.4x P/Sales
ratio		 6.3x
P/BV
ratio		 7.1x Div.
yield		 0.1%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
WCBR tracks an index of developed market companies primarily involved in cybersecurity and security-oriented technology.

FUND BASICS
Category Global Equities
Fund Sponsor WisdomTree Investments, Inc.
Website www.wisdomtree.com
Inception date Jan 28, 2021
Assets (mns) $103
Currency USD
Expense ratio 45 bp
Distributions None

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting Fundamental
Index replication
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 25
Wgt avg mkt cap (mns) $19,725
Large cap (>$10bn) 63.5%
Mid cap ($2-10bn) 31.5%
Small cap (<$2bn) 5.0%
Developed mkts 99.3%
Emerging mkts 0.7%

TOP TEN HOLDINGS
CROWDSTRIKE HOLDINGS, INC. CLASS A 7.2 %
CLOUDFLARE INC CLASS A 6.2 %
ELASTIC NV 5.8 %
VARONIS SYSTEMS INC 5.3 %
ZSCALER, INC. 5.3 %
DATADOG INC CLASS A 5.2 %
CYBERARK SOFTWARE LTD. 5.0 %
OKTA, INC. CLASS A 4.8 %
PALO ALTO NETWORKS INC 4.7 %
RAPID7 INC 4.6 %
Total 54.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 74.7 %
ISRAEL 8.7 %
JAPAN 4.3 %
BRITAIN 1.6 %
SOUTH KOREA 0.7 %






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.
7.4% 48.1% -- -- 8.9%

Market Correlations
versus... Beta R-squared
S&P500 1.00 36%
MSCI EAFE 0.70 17%
MSCI Emg. Mkts. 0.57 12%

Technical Indicators
Recent close $24.91
30d moving avg. $22.43
Annualized volatility 29.5%
Short interest (ETF) 2.1%
Relative strength (RSI) 86

Liquidity measures
Avg. volume (thou.) 45
Turnover 1.1%
Bid/Ask (% of price) 0.28%
ADV underlying (mns) $6,667

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 561 potential alternatives to the WisdomTree Cybersecurity Fund ETF based on the alternatives' overlap in portfolio holdings with WCBR. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: WCBR Expense: 45 bp ALTAR Score™: 1.9%


ALTERNATIVE ETFs BASED ON OVERLAP WITH WCBR
Ticker Fund
Name		 Overlap1
vs WCBR
(%)		 Expense
ratio
(bp)		 Savings
vs WCBR
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs WCBR
(%)
BUG Global X Cybersecurity ETF 59.3 51 -6 2.4 +0.5
SPAM Themes Cybersecurity ETF 54.9 35 10 2.0 +0.1
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 54.7 60 -15 3.8 +1.9
IHAK iShares Cybersecurity & Tech ETF 54.2 47 -2 3.2 +1.3
CIBR First Trust NASDAQ Cybersecurity ETF 51.4 60 -15 3.9 +2.1
FITE SPDR S&P Kensho Future Security ETF 27.5 45 0 3.0 +1.2
LRNZ TrueShares Technology, AI & Deep Learning ETF 25.8 69 -24 -1.2 -3.1
XDAT Franklin Exponential Data ETF 23.4 50 -5 2.9 +1.0
WFH Direxion Work From Home ETF 21.9 45 0 0.0 -1.9
TRFK Pacer Data and Digital Revolution ETF 19.8 60 -15 4.0 +2.2
MVPS Amplify Thematic All-Stars ETF 19.2 49 -4 1.7 -0.2
CLOD Themes Cloud Computing ETF 17.6 35 10 3.7 +1.8
SPRX Spear Alpha ETF 17.2 75 -30 -0.5 -2.4
WCLD WisdomTree Cloud Computing Fund 13.2 45 0 1.5 -0.4
CLOU Global X Cloud Computing ETF 12.6 68 -23 2.1 +0.2
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 12.5 57 -12 3.8 +1.9
XITK SPDR FactSet Innovative Technology ETF 12.5 45 0 2.7 +0.8
IGV iShares Expanded Tech-Software Sector ETF 12.4 41 4 3.3 +1.5
IVES Wedbush ETFMG Global Cloud Technology ETF 12.0 68 -23 1.4 -0.5
DAT ProShares Big Data Refiners ETF 11.4 58 -13 1.4 -0.5
OGIG ALPS O'Shares Global Internet Giants ETF 10.6 48 -3 0.5 -1.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 10.5 49 -4 4.8 +2.9
DTEC ALPS Disruptive Technologies ETF 10.2 50 -5 3.3 +1.4
SKYY First Trust Cloud Computing ETF 9.4 60 -15 3.5 +1.6
PTF Invesco Dorsey Wright Technology Momentum ETF 9.0 60 -15 0.6 -1.3
IDAT iShares Future Cloud 5G and Tech ETF 8.9 47 -2 4.5 +2.7
ITEQ BlueStar Israel Technology ETF BlueStar Israel Technology Fu 8.7 75 -30 1.6 -0.3
ISRA VanEck Israel ETF 8.7 59 -14 8.9 +7.0
EIS iShares MSCI Israel ETF 8.7 58 -13 9.5 +7.6
DRUP GraniteShares Nasdaq Select Disruptors ETF 8.7 60 -15 3.9 +2.0
KNCT Invesco Next Gen Connectivity ETF 8.7 40 5 5.9 +4.0
FXL First Trust Technology AlphaDEX Fund 8.6 61 -16 4.1 +2.2
GGRW Gabelli Growth Innovators ETF 8.5 90 -45 2.3 +0.4
GTEK Goldman Sachs Future Tech Leaders Equity ETF 8.4 75 -30 3.2 +1.3
XSW SPDR S&P Software & Services ETF 8.3 35 10 2.9 +1.0
BWEB Bitwise Web3 ETF 8.0 85 -40 0.9 -1.0
TECB iShares U.S. Tech Breakthrough Multisector ETF 8.0 40 5 4.1 +2.3
FDN First Trust Dow Jones Internet Index Fund 7.8 52 -7 1.5 -0.4
FCLD Fidelity Cloud Computing ETF 7.5 39 6 2.4 +0.5
DFNV Donoghue Forlines Innovation ETF 7.4 69 -24 5.0 +3.2
WTAI WisdomTree Artificial Intelligence and Innovation Fund 7.0 45 0 1.4 -0.5
QGRO American Century U.S. Quality Growth ETF 6.7 29 16 5.8 +3.9
RSPT Invesco S&P 500 Equal Weight Technology ETF 6.2 40 5 5.6 +3.7
DIP BTD Capital Fund 6.2 129 -84 5.0 +3.1
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 6.1 35 10 4.8 +2.9
NUMG Nuveen ESG Mid-Cap Growth ETF 6.0 31 14 3.7 +1.9
XT iShares Exponential Technologies ETF 5.7 46 -1 3.9 +2.0
TRFM AAM Transformers ETF 5.5 49 -4 1.3 -0.6
PRAY FIS Christian Stock Fund 5.5 69 -24 5.9 +4.0
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 5.3 20 25 5.4 +3.6
BTHM BlackRock Future U.S. Themes ETF 5.1 60 -15 4.3 +2.4
FIVG Defiance Next Gen Connectivity ETF 5.1 30 15 6.7 +4.9
USMF WisdomTree U.S. Multifactor Fund 5.0 28 17 6.9 +5.1
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.9 58 -13 4.8 +2.9
TTAC FCF US Quality ETF 4.7 59 -14 6.5 +4.7
BTEK Future Tech ETF 4.7 88 -43 2.1 +0.2
CACG ClearBridge All Cap Growth ESG ETF 4.7 54 -9 3.4 +1.6
WUGI AXS Esoterica NextG Economy ETF 4.6 75 -30 2.1 +0.3
IWP iShares Russell Mid-Cap Growth ETF 4.6 23 22 3.8 +2.0
VOT Vanguard Mid-Cap Growth ETF 4.6 7 38 4.2 +2.3
TXS Texas Capital Texas Equity Index ETF 4.6 49 -4 5.6 +3.7
IZRL ARK Israel Innovative Technology ETF 4.4 49 -4 1.5 -0.4
ARKW ARK Next Generation Internet ETF 4.2 87 -42 -2.9 -4.8
QQQJ Invesco NASDAQ Next Gen 100 ETF 4.2 15 30 4.7 +2.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.2 15 30 5.4 +3.5
XPND First Trust Expanded Technology ETF 4.2 65 -20 3.9 +2.0
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 4.0 95 -50 1.7 -0.2
QMOM Alpha Architect U.S. Quantitative Momentum ETF 4.0 39 6 4.9 +3.0
INNO Harbor Disruptive Innovation ETF 4.0 75 -30 -3.5 -5.4
KOMP SPDR S&P Kensho New Economies Composite ETF 3.9 20 25 2.1 +0.2
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 3.9 75 -30 3.8 +1.9
SRHQ SRH U.S. Quality ETF 3.8 35 10 8.0 +6.2
PZLG Puzzle Mature Growth 3.7 0 45 4.2 +2.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.7 65 -20 1.6 -0.3
FTC First Trust Large Cap Growth AlphaDEX Fund 3.7 59 -14 2.8 +0.9
RAYD Rayliant Quantitative Developed Market Equity ETF 3.6 80 -35 4.5 +2.6
SAMT Strategas Macro Thematic Opportunities ETF 3.6 65 -20 4.7 +2.9
XTL SPDR S&P Telecom ETF 3.6 35 10 6.6 +4.7
JFWD Jacob Forward ETF 3.6 75 -30 0.0 -1.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.4 70 -25 5.0 +3.1
IMCG iShares Morningstar Mid-Cap Growth ETF 3.4 6 39 4.3 +2.4
VGT Vanguard Information Technology ETF 3.3 10 35 4.7 +2.8
FDG American Century Focused Dynamic Growth ETF 3.3 45 0 2.7 +0.8
FTEC Fidelity MSCI Information Technology Index ETF 3.3 8 37 4.8 +2.9
CSMD Congress SMid Growth ETF 3.2 69 -24 4.2 +2.3
TMFX Motley Fool Next Index ETF 3.2 50 -5 3.4 +1.5
VXF Vanguard Extended Market ETF 3.1 6 39 3.9 +2.1
RPG Invesco S&P 500 Pure Growth ETF 3.1 35 10 3.4 +1.6
ANEW ProShares MSCI Transformational Changes ETF 3.0 45 0 3.3 +1.5
LOUP Innovator Deepwater Frontier Tech ETF 3.0 70 -25 2.3 +0.4
ARB AltShares Merger Arbitrage ETF 3.0 77 -32 -0.2 -2.0
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 3.0 75 -30 2.1 +0.2
IYW iShares U.S. Technology ETF 3.0 40 5 4.5 +2.6
IGM iShares Expanded Tech Sector ETF 3.0 41 4 4.5 +2.6
RBLD First Trust Alerian US NextGen Infrastructure ETF 2.8 65 -20 5.1 +3.3
VALQ American Century U.S. Quality Value ETF 2.7 29 16 7.5 +5.6
GURU Global X Guru Index ETF 2.7 75 -30 2.5 +0.7
OALC OneAscent Large Cap Core ETF 2.7 86 -41 5.9 +4.0
NBDS Neuberger Berman Disrupters ETF 2.7 55 -10 1.9 +0.1
QQQN VictoryShares Nasdaq Next 50 ETF 2.6 18 27 4.5 +2.7
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.6 52 -7 7.0 +5.2
AIQ Global X Artificial Intelligence & Technology ETF 2.6 68 -23 4.2 +2.3
CBSE Clough Select Equity ETF 2.5 85 -40 -2.3 -4.2
METV Roundhill Ball Metaverse ETF 2.5 59 -14 3.4 +1.5
LRGE ClearBridge Large Cap Growth ESG ETF 2.5 59 -14 3.4 +1.5
GINN Goldman Sachs Innovate Equity ETF 2.5 52 -7 2.7 +0.8
ITAN Sparkline Intangible Value ETF 2.5 50 -5 6.2 +4.3
JQUA JPMorgan U.S. Quality Factor ETF 2.5 12 33 5.7 +3.9
QQMG Invesco ESG NASDAQ 100 ETF 2.5 20 25 4.7 +2.9
XNTK SPDR NYSE Technology ETF 2.5 35 10 4.0 +2.1
SXQG ETC 6 Meridian Quality Growth ETF 2.4 100 -55 4.4 +2.6
FLV American Century Focused Large Cap Value ETF 2.4 42 3 6.5 +4.6
QGRW WisdomTree U.S. Quality Growth Fund 2.4 28 17 4.7 +2.8
MTUM iShares MSCI USA Momentum Factor ETF 2.4 15 30 3.7 +1.9
VFMO Vanguard U.S. Momentum Factor ETF 2.3 13 32 2.8 +0.9
NANC Unusual Whales Subversive Democratic Trading ETF 2.3 75 -30 3.8 +1.9
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 2.3 41 4 8.8 +6.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.3 64 -19 2.1 +0.2
VUSE Vident U.S. Equity Strategy ETF 2.3 50 -5 3.6 +1.7
GLRY Inspire Faithward Mid Cap Momentum ETF 2.2 80 -35 8.0 +6.2
IWFH iShares Virtual Work and Life Multisector ETF 2.2 47 -2 -3.5 -5.4
VO Vanguard Mid-Cap ETF 2.2 4 41 5.8 +4.0
PWB Invesco Large Cap Growth ETF 2.1 56 -11 3.1 +1.2
VFQY Vanguard U.S. Quality Factor ETF 2.1 13 32 7.2 +5.3
QQQ Invesco QQQ Trust Series I 2.0 20 25 4.6 +2.8
QQQM Invesco NASDAQ 100 ETF 2.0 15 30 4.7 +2.8
FPX First Trust US Equity Opportunities ETF 2.0 61 -16 0.6 -1.3
FTGS First Trust Growth Strength ETF 2.0 60 -15 6.5 +4.6
IETC iShares U.S. Tech Independence Focused ETF 2.0 18 27 4.4 +2.6
GVIP Goldman Sachs Hedge Industry VIP ETF 2.0 45 0 4.6 +2.8
FFND Future Fund Active ETF 1.9 100 -55 0.3 -1.6
AOTG AOT Growth and Innovation ETF 1.9 75 -30 3.0 +1.2
BIBL Inspire 100 ETF 1.9 35 10 4.8 +3.0
TIME Clockwise Core Equity & Innovation ETF 1.9 95 -50 2.0 +0.1
IMCB iShares Morningstar Mid-Cap ETF 1.8 4 41 6.1 +4.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 1.8 35 10 7.2 +5.3
ONEO SPDR Russell 1000 Momentum Focus ETF 1.8 20 25 7.1 +5.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.8 9 36 6.0 +4.1
FDLO Fidelity Low Volatility Factor ETF 1.8 15 30 5.5 +3.6
XLK Technology Select Sector SPDR Fund 1.8 9 36 5.2 +3.4
HLGE Hartford Longevity Economy ETF 1.7 44 1 6.6 +4.7
ETHO Etho Climate Leadership U.S. ETF 1.7 47 -2 4.1 +2.2
SFY SoFi Select 500 ETF 1.7 0 45 5.2 +3.3
VTWG Vanguard Russell 2000 Growth ETF 1.7 15 30 1.7 -0.1
IWO iShares Russell 2000 Growth ETF 1.7 24 21 1.4 -0.4
IWR iShares Russell Midcap ETF 1.7 19 26 5.7 +3.8
BLES Inspire Global Hope ETF 1.7 61 -16 6.3 +4.5
MOON Direxion Moonshot Innovators ETF 1.7 65 -20 0.0 -1.9
USXF iShares ESG Advanced MSCI USA ETF 1.7 10 35 5.2 +3.3
IPOS Renaissance International IPO ETF 1.6 80 -35 -168.9 -170.8
AZTD Aztlan Global Stock Selection DM SMID ETF 1.6 75 -30 6.6 +4.8
DEUS Xtrackers Russell US Multifactor ETF 1.6 17 28 7.1 +5.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.6 30 15 7.6 +5.7
JMOM JPMorgan U.S. Momentum Factor ETF 1.6 12 33 4.8 +3.0
FDMO Fidelity Momentum Factor ETF 1.6 15 30 3.7 +1.8
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 1.6 60 -15 5.0 +3.2
XMHQ Invesco S&P MidCap Quality ETF 1.5 25 20 7.0 +5.1
VEGN US Vegan Climate ETF 1.5 60 -15 4.7 +2.8
NACP Impact Shares NAACP Minority Empowerment ETF 1.5 49 -4 5.0 +3.1
CZA Invesco Zacks Mid-Cap ETF 1.5 72 -27 6.3 +4.5
ONEQ Fidelity Nasdaq Composite Index ETF 1.5 21 24 3.9 +2.0
JHSC John Hancock Multifactor Small Cap ETF 1.5 42 3 6.2 +4.3
DMDV AAM S&P Developed Markets High Dividend Value ETF 1.5 39 6 12.7 +10.8
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.5 29 16 8.1 +6.3
SIZE iShares MSCI USA Size Factor ETF 1.5 15 30 6.0 +4.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.5 70 -25 1.8 -0.1
FUNL CornerCap Fundametrics Large-Cap ETF 1.5 50 -5 7.0 +5.1
BUZZ VanEck Social Sentiment ETF 1.5 75 -30 -0.7 -2.6
GGME Invesco Next Gen Media and Gaming ETF 1.5 60 -15 4.1 +2.2
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.5 50 -5 4.7 +2.9
MOTE VanEck Morningstar ESG Moat ETF 1.4 49 -4 5.2 +3.3
JGRO JPMorgan Active Growth ETF 1.4 44 1 3.4 +1.6
QLV FlexShares US Quality Low Volatility Index Fund 1.4 22 23 5.2 +3.3
TTAI FCF International Quality ETF 1.4 59 -14 7.4 +5.5
ISCG iShares Morningstar Small-Cap Growth ETF 1.4 6 39 2.5 +0.6
JOET Virtus Terranova US Quality Momentum ETF 1.4 29 16 5.2 +3.3
FQAL Fidelity Quality Factor ETF 1.4 15 30 5.9 +4.0
PSC Principal U.S. Small-Cap ETF 1.4 38 7 6.6 +4.7
JSTC Adasina Social Justice All Cap Global ETF 1.4 89 -44 4.8 +2.9
FEX First Trust Large Cap Core AlphaDEX Fund 1.3 59 -14 5.6 +3.7
LRGF iShares U.S. Equity Factor ETF 1.3 8 37 5.8 +4.0
WLDR Affinity World Leaders Equity ETF 1.3 67 -22 8.5 +6.6
NXTG First Trust Indxx NextG ETF 1.3 70 -25 6.0 +4.1
ILCG iShares Morningstar Growth ETF 1.3 4 41 4.1 +2.2
EUSA iShares MSCI USA Equal Weighted ETF 1.3 9 36 6.2 +4.3
BKWO BNY Mellon Women's Opportunities ETF 1.3 50 -5 3.8 +1.9
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.3 60 -15 5.7 +3.8
VUG Vanguard Growth ETF 1.3 4 41 4.3 +2.4
SCHG Schwab U.S. Large-Cap Growth ETF 1.2 4 41 4.3 +2.5
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.2 79 -34 6.2 +4.4
RNSC Furst Trust Small Cap US Equity Select ETF 1.2 60 -15 8.4 +6.6
VBK Vanguard Small-Cap Growth ETF 1.2 7 38 1.5 -0.4
KLDW Knowledge Leaders Developed World ETF 1.2 75 -30 4.9 +3.0
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.2 52 -7 5.4 +3.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.2 58 -13 5.4 +3.5
VONG Vanguard Russell 1000 Growth ETF 1.2 8 37 4.8 +3.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.2 15 30 6.3 +4.4
GLOF iShares Global Equity Factor ETF 1.2 20 25 7.1 +5.2
PNQI Invesco NASDAQ Internet ETF 1.2 60 -15 2.6 +0.7
QTUM Defiance Quantum ETF 1.1 40 5 3.9 +2.0
MOAT VanEck Morningstar Wide Moat ETF 1.1 46 -1 6.3 +4.4
JHMM John Hancock Multifactor Mid Cap ETF 1.1 42 3 6.6 +4.7
IXN iShares Global Tech ETF 1.1 41 4 4.3 +2.5
TMFC Motley Fool 100 Index ETF 1.1 50 -5 4.0 +2.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.1 15 30 10.1 +8.3
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 1.1 12 33 5.5 +3.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.1 10 35 5.4 +3.5
ACWV iShares MSCI Global Min Vol Factor ETF 1.1 20 25 6.7 +4.8
IWF iShares Russell 1000 Growth ETF 1.1 19 26 4.7 +2.9
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.1 15 30 4.9 +3.0
XMMO Invesco S&P MidCap Momentum ETF 1.1 34 11 5.1 +3.2
NULG Nuveen ESG Large-Cap Growth ETF 1.1 26 19 4.4 +2.5
ACVF American Conservative Values ETF 1.1 75 -30 4.4 +2.5
FPXE First Trust IPOX Europe Equity Opportunities ETF 1.0 70 -25 4.6 +2.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.0 75 -30 4.7 +2.9
DWMF WisdomTree International Multifactor Fund 1.0 38 7 7.3 +5.4
CGGR Capital Group Growth ETF 1.0 39 6 3.5 +1.6
FSMD Fidelity Small-Mid Multifactor ETF 1.0 15 30 7.6 +5.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.0 20 25 6.4 +4.5
SSPY Syntax Stratified LargeCap ETF 1.0 30 15 6.5 +4.6
USMV iShares MSCI USA Min Vol Factor ETF 1.0 15 30 6.1 +4.2
STXG Strive 1000 Growth ETF 1.0 18 27 4.2 +2.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.0 14 31 5.4 +3.5
FCPI Fidelity Stocks for Inflation ETF 1.0 15 30 8.6 +6.7
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.0 20 25 8.0 +6.1
SCHM Schwab U.S. Mid-Cap ETF 1.0 4 41 6.3 +4.5
BOUT Innovator IBD Breakout Opportunities ETF 1.0 81 -36 2.9 +1.0
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.0 35 10 7.5 +5.6
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.0 35 10 5.7 +3.8
BFOR ALPS Barron's 400 ETF 1.0 65 -20 6.6 +4.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.9 9 36 5.8 +4.0
ESGV Vanguard ESG U.S. Stock ETF 0.9 9 36 5.1 +3.2
PEXL Pacer US Export Leaders ETF 0.9 60 -15 5.1 +3.3
QLC FlexShares US Quality Large Cap Index Fund 0.9 25 20 5.6 +3.7
ROUS Hartford Multifactor US Equity ETF 0.9 19 26 6.4 +4.6
ARKF ARK Fintech Innovation ETF 0.9 75 -30 -2.2 -4.1
MOTG VanEck Morningstar Global Wide Moat ETF 0.9 52 -7 5.8 +3.9
SMLF iShares U.S. SmallCap Equity Factor ETF 0.9 15 30 5.8 +3.9
AIEQ AI Powered Equity ETF 0.9 75 -30 6.1 +4.2
MGK Vanguard Mega Cap Growth ETF 0.9 7 38 4.4 +2.5
BKSE BNY Mellon US Small Cap Core Equity ETF 0.9 4 41 5.7 +3.9
KRMA Global X Conscious Companies ETF 0.9 43 2 5.8 +3.9
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.9 7 38 5.2 +3.3
IWM iShares Russell 2000 ETF 0.9 19 26 3.6 +1.7
GRPM Invesco S&P MidCap 400 GARP ETF 0.9 35 10 9.9 +8.0
VTWO Vanguard Russell 2000 ETF 0.9 10 35 3.9 +2.0
RECS Columbia Research Enhanced Core ETF 0.9 15 30 5.6 +3.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.8 25 20 6.1 +4.2
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 0.8 47 -2 0.7 -1.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.8 4 41 6.1 +4.3
CHGX AXS Change Finance ESG ETF 0.8 49 -4 5.1 +3.2
FLRG Fidelity U.S. Multifactor ETF 0.8 15 30 7.7 +5.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.8 9 36 4.0 +2.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.8 2 43 5.3 +3.4
ISMD Inspire Small/Mid Cap ETF 0.8 54 -9 6.1 +4.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.8 7 38 5.2 +3.3
STXK Strive Small-Cap ETF 0.8 18 27 5.5 +3.7
SFYX SoFi Next 500 ETF 0.8 0 45 5.6 +3.7
SPMO Invesco S&P 500 Momentum ETF 0.8 13 32 3.7 +1.9
BKLC BNY Mellon US Large Cap Core Equity ETF 0.8 0 45 5.3 +3.4
JHML John Hancock Multifactor Large Cap ETF 0.8 29 16 5.6 +3.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.8 9 36 5.0 +3.2
ULVM VictoryShares US Value Momentum ETF 0.8 20 25 7.4 +5.6
VOTE TCW Transform 500 ETF 0.8 5 40 5.2 +3.3
RSP Invesco S&P 500 Equal Weight ETF 0.8 20 25 6.2 +4.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.8 20 25 6.7 +4.9
ESGG FlexShares STOXX Global ESG Select Index Fund 0.8 42 3 5.1 +3.3
BUL Pacer US Cash Cows Growth ETF 0.8 60 -15 7.5 +5.6
VFMF Vanguard U.S. Multifactor ETF 0.7 18 27 8.7 +6.8
VB Vanguard Small-Cap ETF 0.7 5 40 5.4 +3.5
VV Vanguard Large-Cap ETF 0.7 4 41 5.2 +3.4
VTI Vanguard Total Stock Market ETF 0.7 3 42 5.1 +3.2
AFSM First Trust Active Factor Small Cap ETF 0.7 75 -30 7.6 +5.8
VTHR Vanguard Russell 3000 ETF 0.7 10 35 5.1 +3.2
DSTL Distillate US Fundamental Stability & Value ETF 0.7 39 6 7.8 +6.0
EPS WisdomTree U.S. LargeCap Fund 0.7 8 37 6.3 +4.4
VONE Vanguard Russell 1000 ETF 0.7 8 37 5.2 +3.4
ISCB iShares Morningstar Small-Cap ETF 0.7 4 41 5.3 +3.5
SCHK Schwab 1000 Index ETF 0.7 5 40 5.3 +3.4
SCHX Schwab U.S. Large-Cap ETF 0.7 3 42 5.3 +3.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.7 32 13 5.2 +3.3
DFUS Dimensional U.S. Equity ETF 0.7 9 36 5.1 +3.3
PBUS Invesco MSCI USA ETF 0.7 4 41 5.3 +3.4
SCHB Schwab U.S. Broad Market ETF 0.7 3 42 5.2 +3.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.7 3 42 5.1 +3.3
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 0.7 80 -35 5.4 +3.5
ILCB iShares Morningstar U.S. Equity ETF 0.7 3 42 5.3 +3.4
IYY iShares Dow Jones U.S. ETF 0.7 20 25 5.1 +3.2
EGUS iShares ESG Aware MSCI USA Growth ETF 0.7 18 27 4.3 +2.5
RVRB Reverb ETF 0.7 30 15 5.0 +3.1
STRV Strive 500 ETF 0.7 5 40 5.2 +3.3
IWV iShares Russell 3000 ETF 0.7 20 25 5.0 +3.1
PSCT Invesco S&P SmallCap Information Technology ETF 0.7 29 16 6.5 +4.6
CFA VictoryShares US 500 Volatility Wtd ETF 0.7 35 10 6.0 +4.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.7 40 5 5.9 +4.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.7 20 25 5.1 +3.2
IWB iShares Russell 1000 ETF 0.7 15 30 5.1 +3.3
JVAL JPMorgan U.S. Value Factor ETF 0.7 12 33 8.4 +6.5
HDUS Hartford Disciplined US Equity ETF 0.7 19 26 6.2 +4.3
FLQL Franklin LibertyQ U.S. Equity ETF 0.7 15 30 6.0 +4.2
KOKU Xtrackers MSCI Kokusai Equity ETF 0.7 9 36 5.5 +3.6
AFMC First Trust Active Factor Mid Cap ETF 0.6 65 -20 7.5 +5.6
SMDY Syntax Stratified MidCap ETF 0.6 35 10 6.3 +4.4
EQAL Invesco Russell 1000 Equal Weight ETF 0.6 20 25 6.0 +4.1
SCHA Schwab U.S. Small-Cap ETF 0.6 4 41 4.9 +3.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.6 11 34 5.2 +3.4
AVUS Avantis U.S. Equity ETF 0.6 15 30 6.0 +4.2
HLAL Wahed FTSE USA Shariah ETF 0.6 50 -5 5.0 +3.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.6 45 0 4.7 +2.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.6 17 28 5.4 +3.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.6 25 20 5.7 +3.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.6 7 38 5.8 +3.9
GDEF Goldman Sachs Defensive Equity ETF 0.6 55 -10 4.4 +2.5
SPYG SPDR Portfolio S&P 500 Growth ETF 0.6 4 41 4.6 +2.7
IVW iShares S&P 500 Growth ETF 0.6 18 27 4.5 +2.6
SSLY Syntax Stratified SmallCap ETF 0.6 40 5 7.5 +5.6
DSTX Distillate International Fundamental Stability & Value ETF 0.6 55 -10 8.0 +6.2
IUSG iShares Core S&P U.S. Growth ETF 0.6 4 41 4.6 +2.8
DFSU Dimensional US Sustainability Core 1 ETF 0.6 18 27 5.7 +3.8
HAPI Harbor Human Capital Factor US Large Cap ETF 0.6 36 9 4.8 +2.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.6 39 6 4.5 +2.7
QUS SPDR MSCI USA StrategicFactors ETF 0.6 15 30 6.1 +4.2
IWY iShares Russell Top 200 Growth ETF 0.6 20 25 4.9 +3.0
EFAV iShares MSCI EAFE Min Vol Factor ETF 0.6 22 23 6.2 +4.3
TOK iShares MSCI Kokusai ETF 0.6 26 19 5.3 +3.4
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.6 60 -15 6.7 +4.8
QUAL iShares MSCI USA Quality Factor ETF 0.6 15 30 5.5 +3.6
VOOG Vanguard S&P 500 Growth ETF 0.6 10 35 5.5 +3.6
AFLG First Trust Active Factor Large Cap ETF 0.6 55 -10 6.2 +4.3
URTH iShares MSCI World ETF 0.6 24 21 5.4 +3.5
VIRS Pacer BioThreat Strategy ETF 0.5 70 -25 6.0 +4.1
DFAU Dimensional US Core Equity Market ETF 0.5 12 33 5.4 +3.5
QWLD SPDR MSCI World StrategicFactors ETF 0.5 30 15 6.1 +4.2
SPHQ Invesco S&P 500 Quality ETF 0.5 15 30 5.4 +3.6
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.5 12 33 4.5 +2.6
WWJD Inspire International ETF 0.5 80 -35 7.1 +5.3
IWS iShares Russell Mid-Cap Value ETF 0.5 23 22 6.6 +4.7
APUE ActivePassive U.S. Equity ETF 0.5 45 0 5.0 +3.1
ACWI iShares MSCI ACWI ETF 0.5 32 13 5.5 +3.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.5 18 27 6.3 +4.5
VT Vanguard Total World Stock ETF 0.5 7 38 5.8 +4.0
LRND IQ U.S. Large Cap R&D Leaders ETF 0.5 14 31 6.3 +4.4
KRUZ Unusual Whales Subversive Republican Trading ETF 0.5 75 -30 4.9 +3.1
EWUS iShares MSCI United Kingdom Small Cap ETF 0.5 59 -14 6.2 +4.4
FBCG Fidelity Blue Chip Growth ETF 0.5 59 -14 2.6 +0.7
MGC Vanguard Mega Cap ETF 0.5 7 38 5.1 +3.2
ESGU iShares ESG Aware MSCI USA ETF 0.5 15 30 5.2 +3.3
DARP Grizzle Growth ETF 0.5 75 -30 3.2 +1.3
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.5 59 -14 8.5 +6.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.5 20 25 5.6 +3.7
IJK iShares S&P Mid-Cap 400 Growth ETF 0.5 17 28 5.8 +3.9
VWID Virtus WMC International Dividend ETF 0.5 49 -4 9.4 +7.5
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.5 15 30 5.8 +4.0
SPXN ProShares S&P 500 Ex-Financials ETF 0.5 9 36 5.3 +3.4
SPXV ProShares S&P 500 Ex-Health Care ETF 0.4 9 36 5.2 +3.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.4 15 30 6.4 +4.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.4 10 35 4.8 +3.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.4 60 -15 4.1 +2.2
XSHQ Invesco S&P SmallCap Quality ETF 0.4 29 16 10.1 +8.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.4 29 16 6.3 +4.4
SNPG Xtrackers S&P 500 Growth ESG ETF 0.4 15 30 4.8 +2.9
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.4 30 15 8.0 +6.1
QVML Invesco S&P 500 QVM Multi-factor ETF 0.4 11 34 5.2 +3.3
XVV iShares ESG Screened S&P 500 ETF 0.4 8 37 5.1 +3.2
SPXE ProShares S&P 500 Ex-Energy ETF 0.4 9 36 5.3 +3.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.4 15 30 7.4 +5.6
WOMN Impact Shares YWCA Women's Empowerment ETF 0.4 75 -30 4.9 +3.0
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 0.4 35 10 5.4 +3.6
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.4 20 25 5.1 +3.2
DFAS Dimensional U.S. Small Cap ETF 0.4 26 19 6.0 +4.1
ISZE iShares MSCI Intl Size Factor ETF 0.4 30 15 6.6 +4.7
REVS Columbia Research Enhanced Value ETF 0.4 19 26 7.7 +5.8
DMXF iShares ESG Advanced MSCI EAFE ETF 0.4 12 33 5.4 +3.5
IVV iShares Core S&P 500 ETF 0.4 3 42 5.3 +3.4
SPY SPDR S&P 500 ETF Trust 0.4 9 36 5.2 +3.4
FNX First Trust Mid Cap Core AlphaDEX Fund 0.4 60 -15 6.0 +4.2
SPLG SPDR Portfolio S&P 500 ETF 0.4 2 43 5.3 +3.4
CATH Global X S&P 500 Catholic Values Custom ETF 0.4 29 16 5.1 +3.3
VOO Vanguard S&P 500 ETF 0.4 3 42 5.3 +3.5
VBR Vanguard Small Cap Value ETF 0.4 7 38 8.2 +6.3
IWL iShares Russell Top 200 ETF 0.4 15 30 5.0 +3.1
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 -15 1.2 -0.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.4 12 33 5.1 +3.2
DSI iShares MSCI KLD 400 Social ETF 0.4 25 20 5.1 +3.3
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.4 29 16 8.8 +6.9
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.4 3 42 5.4 +3.6
ROSC Hartford Multifactor Small Cap ETF 0.3 34 11 10.1 +8.3
SIXL ETC 6 Meridian Low Beta Equity ETF 0.3 80 -35 5.1 +3.2
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.3 30 15 6.8 +5.0
DFAC Dimensional U.S. Core Equity 2 ETF 0.3 17 28 5.7 +3.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.3 29 16 7.4 +5.5
WTV WisdomTree US Value Fund of Benef Interest 0.3 12 33 8.7 +6.8
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.3 25 20 7.7 +5.9
EFG iShares MSCI EAFE Growth ETF 0.3 36 9 4.1 +2.2
IDHQ Invesco S&P International Developed High Quality ETF 0.3 29 16 5.8 +3.9
SUSA iShares MSCI USA ESG Select ETF 0.3 25 20 5.4 +3.5
SMMD iShares Russell 2500 ETF 0.3 15 30 6.0 +4.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 36 5.7 +3.9
ESGN Columbia International ESG Equity Income ETF 0.3 45 0 9.0 +7.2
ISCF iShares International SmallCap Equity Factor ETF 0.3 23 22 8.8 +6.9
DFUV Dimensional US Marketwide Value ETF 0.3 22 23 7.6 +5.8
IDMO Invesco S&P International Developed Momentum ETF 0.3 25 20 7.0 +5.1
IMCV iShares Morningstar Mid-Cap Value ETF 0.3 6 39 7.9 +6.1
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.3 15 30 7.1 +5.2
XJH iShares ESG Screened S&P Mid-Cap ETF 0.3 12 33 6.8 +5.0
IQSI IQ Candriam International Equity ETF 0.3 15 30 6.4 +4.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.3 10 35 5.2 +3.3
SQLV Royce Quant Small-Cap Quality Value ETF 0.3 60 -15 9.0 +7.2
VLUE iShares MSCI USA Value Factor ETF 0.3 15 30 10.7 +8.8
IGPT Invesco AI and Next Gen Software ETF 0.3 60 -15 3.8 +1.9
EZM WisdomTree U.S. MidCap Fund 0.2 38 7 8.2 +6.3
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.2 38 7 6.7 +4.9
MDY SPDR S&P Midcap 400 ETF Trust 0.2 23 22 6.8 +4.9
FDEV Fidelity International Multifactor ETF 0.2 18 27 7.5 +5.7
EWJV iShares MSCI Japan Value ETF 0.2 15 30 9.0 +7.1
IVOO Vanguard S&P Mid-Cap 400 ETF 0.2 10 35 6.9 +5.1
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.2 3 42 7.0 +5.1
IJH iShares Core S&P Mid-Cap ETF 0.2 5 40 6.9 +5.1
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.2 20 25 6.9 +5.0
IWC iShares Micro-Cap ETF 0.2 60 -15 -4.3 -6.2
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 -7 7.6 +5.8
IQLT iShares MSCI Intl Quality Factor ETF 0.2 30 15 5.7 +3.9
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.2 35 10 7.6 +5.7
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.2 42 3 7.5 +5.7
DFLV Dimensional US Large Cap Value ETF 0.2 22 23 7.8 +5.9
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.2 20 25 6.3 +4.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.2 19 26 6.5 +4.7
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.2 25 20 7.4 +5.6
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.2 36 9 6.4 +4.5
EFA iShares MSCI EAFE ETF 0.2 35 10 6.4 +4.5
SPDW SPDR Portfolio Developed World ex-US ETF 0.2 3 42 6.9 +5.0
VONV Vanguard Russell 1000 Value ETF 0.2 8 37 6.7 +4.8
GSID Goldman Sachs MarketBeta International Equity ETF 0.2 20 25 6.7 +4.8
AVDE Avantis International Equity ETF 0.2 23 22 7.9 +6.0
IWD iShares Russell 1000 Value ETF 0.2 19 26 6.6 +4.7
EWJ iShares MSCI Japan ETF 0.2 50 -5 6.7 +4.8
IEFA iShares Core MSCI EAFE ETF 0.2 7 38 2.7 +0.8
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.2 35 10 6.4 +4.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.2 15 30 7.0 +5.1
SNPE Xtrackers S&P 500 ESG ETF 0.2 10 35 5.3 +3.4
IDEV iShares Core MSCI International Developed Markets ETF 0.2 4 41 6.7 +4.8
GVLU Gotham 1000 Value ETF 0.2 50 -5 7.4 +5.6
DXJ WisdomTree Japan Hedged Equity Fund 0.2 48 -3 7.7 +5.9
GSPY Gotham Enhanced 500 ETF 0.2 50 -5 5.3 +3.4
IUS Invesco RAFI Strategic US ETF 0.2 19 26 7.3 +5.4
DIHP Dimensional International High Profitability ETF 0.2 29 16 6.9 +5.0
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.2 47 -2 6.6 +4.7
BKIE BNY Mellon International Equity ETF 0.2 4 41 6.9 +5.0
WRND IQ Global Equity R&D Leaders ETF 0.2 18 27 7.2 +5.3
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.2 10 35 4.9 +3.0
IEUS iShares MSCI Europe Small-Cap ETF 0.2 42 3 0.0 -1.9
BBJP JPMorgan BetaBuilders Japan ETF 0.2 19 26 7.1 +5.3
IVLU iShares MSCI Intl Value Factor ETF 0.2 30 15 10.6 +8.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.2 24 21 8.0 +6.1
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.2 24 21 7.8 +5.9
FNDX Schwab Fundamental US Large Co. Index ETF 0.2 25 20 7.1 +5.2
AVLV Avantis U.S. Large Cap Value ETF 0.1 15 30 7.5 +5.6
ESIX SPDR S&P SmallCap 600 ESG ETF 0.1 12 33 7.8 +5.9
VSLU Applied Finance Valuation Large Cap ETF 0.1 49 -4 6.0 +4.2
JPXN iShares JPX-Nikkei 400 ETF 0.1 48 -3 7.5 +5.6
FNDB Schwab Fundamental US Broad Market Index ETF 0.1 25 20 7.1 +5.2
SCHC Schwab International Small-Cap Equity ETF 0.1 11 34 6.4 +4.6
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 6 6.9 +5.0
JPIN J.P. Morgan Diversified Return International Equity ETF 0.1 37 8 8.7 +6.8
DIM WisdomTree International MidCap Dividend Fund 0.1 58 -13 7.7 +5.8
VOOV Vanguard S&P 500 Value ETF 0.1 10 35 5.6 +3.7
SUSL iShares ESG MSCI USA Leaders ETF 0.1 10 35 5.1 +3.3
SMLE Xtrackers S&P SmallCap 600 ESG ETF 0.1 15 30 7.6 +5.7
DUHP Dimensional US High Profitability ETF 0.1 21 24 7.0 +5.1
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 34 11 6.7 +4.8
IXUS iShares Core MSCI Total International Stock ETF 0.1 7 38 6.9 +5.0
FLJH Franklin FTSE Japan Hedged ETF 0.1 9 36 6.9 +5.1
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 41 6.7 +4.8
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.1 41 4 6.7 +4.8
JHMD John Hancock Multifactor Developed International ETF 0.1 39 6 7.4 +5.5
FLJP Franklin FTSE Japan ETF 0.1 9 36 7.1 +5.3
AVSC Avantis U.S Small Cap Equity ETF 0.1 25 20 5.4 +3.6
AVIV Avantis International Large Cap Value ETF 0.1 25 20 8.9 +7.0
HKND Humankind US Stock ETF 0.1 11 34 7.0 +5.1
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 21 6.2 +4.4
DES WisdomTree U.S. SmallCap Dividend Fund 0.1 38 7 8.1 +6.3
RWL Invesco S&P 500 Revenue ETF 0.1 39 6 6.6 +4.8
IPAC iShares Core MSCI Pacific ETF 0.1 9 36 6.7 +4.8
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.1 7 38 6.5 +4.6
IMTM iShares MSCI Intl Momentum Factor ETF 0.1 30 15 6.8 +5.0
QINT American Century Quality Diversified International ETF 0.1 39 6 7.4 +5.5
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 15 6.8 +4.9
IVE iShares S&P 500 Value ETF 0.1 18 27 6.6 +4.7
SPYV SPDR Portfolio S&P 500 Value ETF 0.1 4 41 6.7 +4.9
PRF Invesco FTSE RAFI US 1000 ETF 0.1 39 6 7.3 +5.4
SNPV Xtrackers S&P 500 Value ESG ETF 0.1 15 30 6.8 +4.9
INTF iShares International Equity Factor ETF 0.1 15 30 7.8 +6.0
IUSV iShares Core S&P US Value ETF 0.1 4 41 6.8 +5.0
XJR iShares ESG Screened S&P Small-Cap ETF 0.1 12 33 7.8 +5.9
EVUS iShares ESG Aware MSCI USA Value ETF 0.1 18 27 6.7 +4.8
SLYV SPDR S&P 600 Small Cap Value ETF 0.1 15 30 9.4 +7.5
ESGD iShares ESG Aware MSCI EAFE ETF 0.1 20 25 6.3 +4.5
SCZ iShares MSCI EAFE Small-Cap ETF 0.1 40 5 0.0 -1.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.1 15 30 8.2 +6.4
IJS iShares S&P Small-Cap 600 Value ETF 0.1 18 27 9.3 +7.5
AUSF Global X Adaptive U.S. Factor ETF 0.1 27 18 9.0 +7.1
VIOO Vanguard S&P Small-Cap 600 ETF 0.1 10 35 7.8 +5.9
VLU SPDR S&P 1500 Value Tilt ETF 0.1 12 33 7.1 +5.3
VPL Vanguard FTSE Pacific ETF 0.1 8 37 7.0 +5.1
VTV Vanguard Value ETF 0.1 4 41 7.0 +5.1
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.1 3 42 8.2 +6.4
IJR iShares Core S&P Small Cap ETF 0.1 6 39 8.2 +6.3
EES WisdomTree U.S. SmallCap Fund 0.1 38 7 10.3 +8.4
FNDA Schwab Fundamental US Small Co. Index ETF 0.1 25 20 6.8 +5.0
SLYG SPDR S&P 600 Small Cap Growth ETF 0.1 15 30 7.1 +5.2
IJT iShares S&P Small-Cap 600 Growth ETF 0.1 18 27 7.0 +5.2
RAFE PIMCO RAFI ESG U.S. ETF 0.1 29 16 7.2 +5.3
DFIS Dimensional International Small Cap ETF 0.1 39 6 6.7 +4.8
DFIC Dimensional International Core Equity 2 ETF 0.1 23 22 7.4 +5.6
ILCV iShares Morningstar Value ETF 0.1 4 41 6.7 +4.8
DFJ WisdomTree Japan SmallCap Dividend Fund 0.1 58 -13 7.5 +5.7
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 6 7.6 +5.8
GWX SPDR S&P International Small Cap ETF 0.1 40 5 6.6 +4.7
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.1 12 33 7.3 +5.5
EFV iShares MSCI EAFE Value ETF 0.1 34 11 9.1 +7.2
VFMV Vanguard U.S. Minimum Volatility ETF 0.1 13 32 5.4 +3.5
HFXI IQ FTSE International Equity Currency Neutral ETF 0.0 20 25 6.8 +4.9
DFAI Dimensional International Core Equity Market ETF 0.0 18 27 6.9 +5.0
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 0.0 58 -13 7.3 +5.4
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 15 7.8 +5.9
VSGX Vanguard ESG International Stock ETF 0.0 12 33 6.8 +5.0
VEA Vanguard FTSE Developed Markets ETF 0.0 5 40 7.0 +5.1
SCJ iShares MSCI Japan Small-Cap ETF 0.0 50 -5 6.4 +4.5
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.0 47 -2 5.9 +4.1
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.0 50 -5 5.8 +4.0
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.0 39 6 7.3 +5.5
VXUS Vanguard Total International Stock ETF 0.0 7 38 7.1 +5.3
ISCV iShares Morningstar Small Cap Value ETF 0.0 6 39 8.1 +6.3
SCHF Schwab International Equity ETF 0.0 6 39 7.0 +5.1
DWM WisdomTree International Equity Fund 0.0 48 -3 7.8 +5.9
STXV Strive 1000 Value ETF 0.0 18 27 7.8 +5.9
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.0 40 5 7.8 +6.0
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.0 70 -25 7.2 +5.4
SPEU SPDR Portfolio Europe ETF 0.0 7 38 6.6 +4.7
RWK Invesco S&P MidCap 400 Revenue ETF 0.0 39 6 8.7 +6.8
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.0 58 -13 10.1 +8.3
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 0 8.5 +6.6
VEU Vanguard FTSE All-World ex-US Index Fund 0.0 8 37 7.2 +5.3
IWN iShares Russell 2000 Value ETF 0.0 24 21 5.6 +3.7
VGK Vanguard FTSE Europe ETF 0.0 11 34 6.8 +5.0
NULV Nuveen ESG Large-Cap Value ETF 0.0 26 19 7.1 +5.3
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.0 39 6 9.4 +7.6
VTWV Vanguard Russell 2000 Value ETF 0.0 15 30 5.8 +3.9
IEUR iShares Core MSCI Europe ETF 0.0 11 34 -1.3 -3.2
DIVI Franklin International Core Dividend Tilt Index ETF 0.0 9 36 8.0 +6.2
TGRW T. Rowe Price Growth Stock ETF 0.0 52 -7 4.2 +2.3
DFAT Dimensional U.S. Targeted Value ETF 0.0 28 17 8.2 +6.4
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.0 24 21 8.6 +6.7
DTD WisdomTree U.S. Total Dividend Fund 0.0 28 17 6.5 +4.7
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.0 41 4 7.8 +5.9
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 -12 3.6 +1.7
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 38 7 8.2 +6.4
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 36 7.5 +5.7
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.0 59 -14 9.6 +7.7
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 10 7.7 +5.8
AVEM Avantis Emerging Markets Equity ETF 0.0 33 12 9.1 +7.2

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

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OTHER FUNDAMENTAL METRICS

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Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

Content on this tab for subscribers only

VALUATION METRICS
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 WisdomTree Cybersecurity Fund
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

UNDERWEIGHT
Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 15.7 %
Divided by: Fwd. P/BV 6.7 x
Less: Expense ratio 45 bp
Equals: ALTAR Score 1.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.55 CATEGORY
AVERAGE		 1.50
 
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.