WisdomTree Cybersecurity Fund
ALTAR
Score™		 3.0% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 23.8x P/Sales
ratio		 4.3x
P/BV
ratio		 4.4x Div.
yield		 0.5%


  • 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) $111
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) $26,349
Large cap (>$10bn) 64.1%
Mid cap ($2-10bn) 25.7%
Small cap (<$2bn) 10.2%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
CROWDSTRIKE HOLDINGS, INC. CLASS A 5.9 %
DATADOG INC CLASS A 5.3 %
CYBERARK SOFTWARE LTD. 5.2 %
AKAMAI TECHNOLOGIES 5.0 %
CLOUDFLARE INC CLASS A 4.8 %
SAILPOINT INC 4.6 %
RUBRIK INC-A 4.6 %
SENTINELONE INC CLASS A 4.5 %
QUALYS INC 4.5 %
FORTINET INC 4.5 %
Total 48.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 72.5 %
ISRAEL 9.5 %
JAPAN 3.4 %
SOUTH KOREA 0.5 %







HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
-13.1% -18.2% 1.5% -- -0.3%

Market Correlations
versus... Beta R-squared
S&P500 1.15 51%
MSCI EAFE 1.10 34%
MSCI Emg. Mkts. 0.90 27%

Technical Indicators
Recent close $24.99
30d moving avg. $25.83
Annualized volatility 23.8%
Short interest (ETF) 0.1%
Relative strength (RSI) 40

Liquidity measures
Avg. volume (thou.) 55
Turnover 1.2%
Bid/Ask (% of price) 0.25%
ADV underlying (mns) $3,542

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 656 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™: 3.0%


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 52.2 51 -6 3.4 +0.4
CIBR First Trust NASDAQ Cybersecurity ETF 47.2 60 -15 4.7 +1.7
SPAM Themes Cybersecurity ETF 46.3 35 10 2.8 -0.2
IHAK iShares Cybersecurity & Tech ETF 42.2 47 -2 4.4 +1.4
LRNZ TrueShares Technology, AI & Deep Learning ETF 23.8 69 -24 -0.8 -3.8
CLOD Themes Cloud Computing ETF 20.3 35 10 3.5 +0.5
FITE State Street SPDR S&P Kensho Future Security ETF 18.8 45 0 1.3 -1.7
XDAT Franklin Exponential Data ETF 16.3 50 -5 1.3 -1.7
WCLD WisdomTree Cloud Computing Fund 15.6 45 0 1.6 -1.4
DAT ProShares Big Data Refiners ETF 15.0 58 -13 3.3 +0.3
IGV iShares Expanded Tech-Software Sector ETF 14.2 41 4 3.5 +0.5
CLOU Global X Cloud Computing ETF 13.9 68 -23 3.1 +0.1
SKYY First Trust Cloud Computing ETF 13.3 60 -15 3.4 +0.4
TRFK Pacer Data and Digital Revolution ETF 12.0 60 -15 2.9 -0.1
OGIG ALPS O'Shares Global Internet Giants ETF 11.9 48 -3 2.5 -0.5
TMAT Main Thematic Innovation ETF 11.8 164 -119 -2.0 -5.0
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 10.5 57 -12 3.3 +0.3
KNCT Invesco Next Gen Connectivity ETF 9.7 40 5 3.9 +0.9
FDTX Fidelity Disruptive Technology ETF 9.4 50 -5 2.2 -0.8
ABOT Abacus FCF Innovation Leaders ETF 9.2 69 -24 3.9 +0.9
RSPT Invesco S&P 500 Equal Weight Technology ETF 8.8 40 5 4.8 +1.8
XSW State Street SPDR S&P Software & Services ETF 8.8 35 10 2.9 -0.1
DRUP GraniteShares Nasdaq Select Disruptors ETF 8.7 60 -15 3.7 +0.7
AGIQ Sofi Agentic AI ETF 8.6 69 -24 7.4 +4.4
TECB iShares U.S. Tech Breakthrough Multisector ETF 8.6 40 5 3.5 +0.5
DFNV Donoghue Forlines Innovation ETF 8.3 69 -24 4.1 +1.1
MID American Century Mid Cap Growth Impact ETF 8.3 45 0 2.9 -0.1
DTEC ALPS Disruptive Technologies ETF 8.3 50 -5 3.7 +0.7
ABLS Abacus FCF Small Cap Leaders ETF 8.2 59 -14 4.8 +1.8
QNXT iShares Nasdaq-100 ex Top 30 ETF 8.2 20 25 4.3 +1.3
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 8.0 58 -13 3.4 +0.4
IVES Wedbush ETFMG Global Cloud Technology ETF 7.7 68 -23 4.3 +1.3
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 7.6 49 -4 3.8 +0.8
FCLD Fidelity Cloud Computing ETF 7.5 39 6 4.1 +1.1
BWEB Bitwise Web3 ETF 7.4 85 -40 -0.0 -3.0
FDN First Trust Dow Jones Internet Index Fund 7.2 52 -7 2.9 -0.1
WTAI WisdomTree Artificial Intelligence and Innovation Fund 7.2 45 0 2.8 -0.2
FDND FT Vest Dow Jones Internet & Target Income ETF 7.2 75 -30 2.7 -0.3
ARKW ARK Next Generation Internet ETF 6.9 87 -42 0.8 -2.2
BRIF FIS Bright Portfolios Focused Equity ETF 6.5 65 -20 3.7 +0.7
AGIX KraneShares Artificial Intelligence and Technology ETF 6.4 99 -54 1.6 -1.4
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 6.2 20 25 4.4 +1.4
ITEQ BlueStar Israel Technology ETF 6.1 75 -30 1.3 -1.8
FFF Founders 100 ETF 5.8 75 -30 2.7 -0.3
GTEK Goldman Sachs Future Tech Leaders Equity ETF 5.5 75 -30 2.5 -0.5
TTAC FCF US Quality ETF 5.5 59 -14 5.3 +2.3
LIVR Intelligent Livermore ETF 5.4 69 -24 2.8 -0.2
LOUP Innovator Deepwater Frontier Tech ETF 5.2 70 -25 1.1 -1.9
SPRX Spear Alpha ETF 5.0 75 -30 -0.8 -3.8
SIXG Defiance Connective Technologies ETF 5.0 30 15 3.4 +0.4
TXS Texas Capital Texas Equity Index ETF 5.0 49 -4 4.9 +1.9
NULG Nuveen ESG Large-Cap Growth ETF 4.9 26 19 3.1 +0.1
QQQJ Invesco NASDAQ Next Gen 100 ETF 4.9 15 30 4.4 +1.4
BGRO iShares Large Cap Growth Active ETF 4.9 55 -10 2.1 -0.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.9 35 10 3.8 +0.8
FXL First Trust Technology AlphaDEX Fund 4.8 61 -16 6.2 +3.2
PRAY FIS Christian Stock Fund 4.8 69 -24 4.0 +1.0
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 4.8 49 -4 4.8 +1.8
ISRA VanEck Israel ETF 4.7 59 -14 5.8 +2.8
RPG Invesco S&P 500 Pure Growth ETF 4.7 35 10 2.9 -0.1
IWP iShares Russell Mid-Cap Growth ETF 4.5 23 22 2.8 -0.2
TOGA Tremblant Global ETF 4.5 69 -24 -0.2 -3.2
FTGS First Trust Growth Strength ETF 4.4 60 -15 3.6 +0.6
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 4.4 41 4 5.1 +2.1
SMRI Bushido Capital US Equity ETF 4.4 71 -26 8.2 +5.2
LRGE ClearBridge Large Cap Growth ESG ETF 4.4 59 -14 2.7 -0.3
DUNK Dana Unconstrained Equity ETF 4.3 75 -30 2.1 -0.9
RVER Trenchless Fund ETF 4.2 65 -20 0.8 -2.3
XT iShares Exponential Technologies ETF 4.2 46 -1 4.3 +1.3
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 4.2 40 5 5.2 +2.2
GRNY Fundstrat Granny Shots US Large Cap ETF 4.1 75 -30 2.3 -0.7
USRD Themes US R&D Champions ETF 4.1 29 16 4.2 +1.2
IPO Renaissance IPO ETF 4.0 60 -15 2.1 -0.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.8 65 -20 1.6 -1.4
USSE Segall Bryant & Hamill Select Equity ETF 3.8 65 -20 3.2 +0.2
MFIG Motley Fool Innovative Growth Factor ETF 3.8 50 -5 2.9 -0.1
VOT Vanguard Mid-Cap Growth ETF 3.7 7 38 3.1 +0.1
EIS iShares MSCI Israel ETF 3.7 58 -13 6.2 +3.2
FCTE SMI 3Fourteen Full-Cycle Trend ETF 3.5 85 -40 4.1 +1.1
KONG Formidable Fortress ETF 3.5 89 -44 5.0 +2.0
GGME Invesco Next Gen Media and Gaming ETF 3.4 60 -15 4.9 +1.9
TMFM Motley Fool Mid-Cap Growth ETF 3.4 85 -40 1.9 -1.1
XTL State Street SPDR S&P Telecom ETF 3.4 35 10 2.0 -1.0
FTEC Fidelity MSCI Information Technology Index ETF 3.3 8 37 3.6 +0.6
IQM Franklin Intelligent Machines ETF 3.3 50 -5 1.3 -1.7
WUGI AXS Esoterica NextG Economy ETF 3.3 75 -30 1.8 -1.2
METV Roundhill Ball Metaverse ETF 3.3 59 -14 8.5 +5.5
SRHQ SRH U.S. Quality ETF 3.3 35 10 6.5 +3.5
XLK The Technology Select Sector SPDR Fund 3.2 8 37 3.9 +0.9
IYW iShares U.S. Technology ETF 3.2 40 5 3.5 +0.5
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 3.2 60 -15 3.2 +0.2
TOLL Tema Durable Quality ETF 3.2 75 -30 4.0 +1.0
AMID Argent Mid Cap ETF Argent Mid Cap ETF 3.1 52 -7 5.0 +2.0
IGM iShares Expanded Tech Sector ETF 3.1 41 4 3.2 +0.2
VGT Vanguard Information Technology ETF 3.0 9 36 3.6 +0.6
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.0 50 -5 3.4 +0.4
IZRL ARK Israel Innovative Technology ETF 3.0 49 -4 1.4 -1.6
PWB Invesco Large Cap Growth ETF 3.0 56 -11 2.2 -0.8
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 3.0 49 -4 6.6 +3.6
NANC Unusual Whales Subversive Democratic Trading ETF 3.0 75 -30 3.1 +0.1
SMOT VanEck Morningstar SMID Moat ETF 3.0 49 -4 6.5 +3.5
IMCG iShares Morningstar Mid-Cap Growth ETF 2.9 6 39 3.5 +0.5
JQUA JPMorgan U.S. Quality Factor ETF 2.9 12 33 5.2 +2.2
XITK State Street SPDR FactSet Innovative Technology ETF 2.9 45 0 0.2 -2.8
JOET Virtus Terranova US Quality Momentum ETF 2.9 29 16 3.9 +0.9
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 2.9 39 6 3.7 +0.7
QQMG Invesco ESG NASDAQ 100 ETF 2.9 20 25 3.5 +0.5
JMOM JPMorgan U.S. Momentum Factor ETF 2.8 12 33 3.7 +0.7
CHGX AXS Change Finance ESG ETF 2.8 49 -4 4.8 +1.8
SPHB Invesco S&P 500 High Beta ETF 2.7 25 20 4.2 +1.2
AIS VistaShares Artificial Intelligence Supercycle ETF 2.7 75 -30 1.8 -1.2
QGRW WisdomTree U.S. Quality Growth Fund 2.7 28 17 3.0 +0.0
EQRR ProShares Equities for Rising Rates ETF 2.7 35 10 6.4 +3.4
TRFM AAM Transformers ETF 2.6 49 -4 1.2 -1.8
MFMO Motley Fool Momentum Factor ETF 2.6 50 -5 2.3 -0.7
MOAT VanEck Morningstar Wide Moat ETF 2.6 46 -1 5.2 +2.2
BEEX BeeHive ETF 2.5 84 -39 3.9 +0.9
XNTK State Street SPDR NYSE Technology ETF 2.5 35 10 3.2 +0.2
IETC iShares U.S. Tech Independence Focused ETF 2.5 18 27 3.3 +0.3
VUSE Vident U.S. Equity Strategy ETF 2.5 50 -5 3.8 +0.8
VFLO VictoryShares Free Cash Flow ETF 2.5 39 6 8.0 +5.0
NBDS Neuberger Berman Disrupters ETF 2.4 55 -10 0.9 -2.1
PTF Invesco Dorsey Wright Technology Momentum ETF 2.4 60 -15 -1.1 -4.1
AOTS AOT Software Platform ETF 2.4 49 -4 4.5 +1.5
CRTC Xtrackers US National Critical Technologies ETF 2.3 35 10 4.2 +1.2
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 2.3 49 -4 3.9 +0.9
GXPT Global X PureCap MSCI Information Technology ETF 2.3 25 20 3.7 +0.7
QQQ Invesco QQQ Trust Series I 2.3 20 25 3.5 +0.5
QQQM Invesco NASDAQ 100 ETF 2.3 15 30 3.6 +0.6
ANEW ProShares MSCI Transformational Changes ETF 2.2 45 0 4.4 +1.4
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.2 35 10 6.0 +3.0
FMDE Fidelity Enhanced Mid Cap ETF 2.2 23 22 5.5 +2.5
ROUS Hartford Multifactor US Equity ETF 2.2 19 26 5.6 +2.6
JSML Janus Henderson Small Cap Growth Alpha ETF 2.2 30 15 2.9 -0.1
TMFC Motley Fool 100 Index ETF 2.2 50 -5 3.1 +0.1
XOEF iShares S&P 500 ex S&P 100 ETF 2.1 20 25 4.8 +1.8
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.1 39 6 1.2 -1.8
NUMG Nuveen ESG Mid-Cap Growth ETF 2.1 31 14 1.8 -1.2
TEXN iShares Texas Equity ETF 2.1 20 25 5.3 +2.3
GINN Goldman Sachs Innovate Equity ETF 2.1 52 -7 3.9 +0.9
FFOG Franklin Focused Growth ETF 2.1 61 -16 1.7 -1.3
CHAT Roundhill Generative AI & Technology ETF 2.0 75 -30 5.8 +2.8
SAMT Strategas Macro Thematic Opportunities ETF 2.0 65 -20 2.5 -0.5
AIVC Amplify Bloomberg AI Value Chain ETF 2.0 59 -14 5.2 +2.2
THRO iShares U.S. Thematic Rotation Active ETF 2.0 90 -45 3.4 +0.4
EMOT First Trust S&P 500 Economic Moat ETF 2.0 60 -15 7.5 +4.5
QTUM Defiance Quantum ETF 2.0 40 5 4.8 +1.8
BUL Pacer US Cash Cows Growth ETF 2.0 60 -15 3.4 +0.4
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 1.9 60 -15 4.8 +1.8
QLV FlexShares US Quality Low Volatility Index Fund 1.9 22 23 4.9 +1.9
ABIG Argent Large Cap ETF 1.9 49 -4 4.5 +1.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.9 30 15 3.9 +0.9
RNMC First Trust Mid Cap US Equity Select ETF 1.9 60 -15 6.1 +3.1
GLRY Inspire Faithward Mid Cap Momentum ETF 1.9 80 -35 3.8 +0.8
FTCE First Trust New Constructs Core Earnings Leaders ETF 1.9 60 -15 4.7 +1.7
EGUS iShares ESG Aware MSCI USA Growth ETF 1.9 18 27 3.2 +0.2
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.8 19 26 4.9 +1.9
GVIP Goldman Sachs Hedge Industry VIP ETF 1.8 45 0 2.7 -0.3
IXN iShares Global Tech ETF 1.8 41 4 3.3 +0.3
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 1.8 49 -4 5.0 +2.0
RBLD First Trust Alerian US NextGen Infrastructure ETF 1.8 65 -20 3.9 +0.9
XMHQ Invesco S&P MidCap Quality ETF 1.8 25 20 5.8 +2.8
QGRO American Century U.S. Quality Growth ETF 1.8 29 16 3.9 +0.9
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.7 12 33 3.5 +0.5
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.7 15 30 5.2 +2.2
VFQY Vanguard U.S. Quality Factor ETF 1.7 13 32 5.6 +2.6
JGRO JPMorgan Active Growth ETF 1.7 44 1 2.5 -0.5
BIBL Inspire 100 ETF 1.7 35 10 4.5 +1.5
FDCF Fidelity Disruptive Communications ETF 1.7 50 -5 2.0 -1.0
GK AdvisorShares Gerber Kawasaki ETF 1.7 75 -30 1.6 -1.4
VEGN US Vegan Climate ETF 1.7 60 -15 4.2 +1.2
SCHG Schwab U.S. Large-Cap Growth ETF 1.7 4 41 3.4 +0.4
ABLG Abacus FCF International Leaders ETF 1.7 59 -14 6.2 +3.2
JSTC Adasina Social Justice All Cap Global ETF 1.7 89 -44 4.6 +1.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.7 20 25 5.7 +2.7
KRMA Global X Conscious Companies ETF 1.6 43 2 5.4 +2.4
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.6 35 10 4.6 +1.6
CAML Congress Large Cap Growth ETF 1.6 66 -21 2.4 -0.6
FFND Future Fund Active ETF 1.6 100 -55 4.4 +1.4
ABFL Abacus FCF Leaders ETF 1.6 59 -14 3.9 +0.9
USMV iShares MSCI USA Min Vol Factor ETF 1.6 15 30 5.0 +2.0
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.6 60 -15 9.6 +6.6
CGGR Capital Group Growth ETF 1.6 39 6 2.6 -0.4
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.5 25 20 11.6 +8.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.5 9 36 5.2 +2.2
ILCG iShares Morningstar Growth ETF 1.5 4 41 3.2 +0.2
SPIT F/m Emerald Special Situations ETF 1.5 105 -60 -0.7 -3.7
ETHO Etho Climate Leadership U.S. ETF 1.5 47 -2 4.6 +1.6
IWF iShares Russell 1000 Growth ETF 1.5 19 26 3.5 +0.5
ITAN Sparkline Intangible Value ETF 1.5 50 -5 6.3 +3.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.5 58 -13 4.8 +1.8
VO Vanguard Mid-Cap ETF 1.5 4 41 5.3 +2.3
USXF iShares ESG Advanced MSCI USA ETF 1.5 10 35 4.2 +1.2
SPMO Invesco S&P 500 Momentum ETF 1.5 13 32 3.5 +0.5
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.5 75 -30 2.2 -0.8
IMCB iShares Morningstar Mid-Cap ETF 1.5 4 41 5.4 +2.4
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 1.5 15 30 6.9 +3.9
GGRW Gabelli Growth Innovators ETF 1.5 90 -45 2.0 -1.0
MNZL Manzil Russell Halal USA Broad MarketETF 1.4 40 5 4.0 +1.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.4 8 37 4.5 +1.5
VXF Vanguard Extended Market ETF 1.4 5 40 3.9 +0.9
WAR U.S. Global Tech and Aerospace & Defense ETF 1.4 60 -15 0.2 -2.8
PRXG Praxis Impact Large Cap Growth ETF 1.4 36 9 3.2 +0.2
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 1.4 15 30 5.9 +2.9
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.4 7 38 4.5 +1.5
HGRO Hedgeye Quality Growth ETF 1.4 70 -25 3.4 +0.4
TMFX Motley Fool Next Index ETF 1.4 50 -5 3.0 -0.0
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.4 20 25 0.9 -2.1
SNPG Xtrackers S&P 500 Growth ESG ETF 1.4 15 30 4.0 +1.0
MGK Vanguard Mega Cap Growth ETF 1.4 7 38 3.5 +0.5
ARKF ARK Fintech Innovation ETF 1.4 75 -30 0.2 -2.8
SPGP Invesco S&P 500 GARP ETF 1.4 34 11 5.7 +2.7
TIME Clockwise Core Equity & Innovation ETF 1.3 95 -50 2.2 -0.8
FTC First Trust Large Cap Growth AlphaDEX Fund 1.3 59 -14 1.9 -1.1
VONG Vanguard Russell 1000 Growth ETF 1.3 7 38 3.6 +0.6
TTAI FCF International Quality ETF 1.3 59 -14 6.5 +3.5
IJK iShares S&P Mid-Cap 400 Growth ETF 1.3 17 28 4.1 +1.1
OALC OneAscent Large Cap Core ETF 1.3 86 -41 3.7 +0.7
BLES Inspire Global Hope ETF 1.3 61 -16 5.9 +2.9
GRNJ Fundstrat Granny Shts US Sm- &Mid-CapETF 1.3 75 -30 2.1 -0.9
IWR iShares Russell Midcap ETF 1.3 19 26 5.4 +2.4
STXM Strive Mid-Cap ETF 1.3 18 27 5.4 +2.4
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.3 52 -7 4.8 +1.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.3 4 41 5.6 +2.6
VALQ American Century U.S. Quality Value ETF 1.3 29 16 6.8 +3.8
VUG Vanguard Growth ETF 1.3 4 41 3.5 +0.5
WLDR Affinity World Leaders Equity ETF 1.3 67 -22 6.5 +3.5
RSP Invesco S&P 500 Equal Weight ETF 1.2 20 25 5.9 +2.9
ONEQ Fidelity Nasdaq Composite Index ETF 1.2 21 24 3.1 +0.1
PTL Inspire 500 ETF 1.2 9 36 4.6 +1.6
NXTG First Trust Indxx NextG ETF 1.2 70 -25 4.6 +1.6
SMAP Amplify Small-Mid Cap Equity ETF 1.2 60 -15 4.4 +1.4
EUSA iShares MSCI USA Equal Weighted ETF 1.2 9 36 5.5 +2.5
SIZE iShares MSCI USA Size Factor ETF 1.2 15 30 5.5 +2.5
IWY iShares Russell Top 200 Growth ETF 1.2 20 25 3.6 +0.6
SCHM Schwab U.S. Mid-Cap ETF 1.2 4 41 6.0 +3.0
OPTZ Optimize Strategy Index ETF 1.2 50 -5 4.0 +1.0
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.2 15 30 4.2 +1.2
SUSA iShares MSCI USA ESG Select ETF 1.2 25 20 4.2 +1.2
GRPM Invesco S&P MidCap 400 GARP ETF 1.2 35 10 6.9 +3.9
SPHQ Invesco S&P 500 Quality ETF 1.2 15 30 4.6 +1.6
NULC Nuveen ESG Large-Cap ETF 1.2 21 24 4.2 +1.2
JPEF JPMorgan Equity Focus ETF 1.2 50 -5 3.8 +0.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.1 10 35 4.2 +1.2
CZA Invesco Zacks Mid-Cap ETF 1.1 72 -27 5.8 +2.8
GLBL Pacer MSCI World Industry Advantage ETF 1.1 65 -20 3.7 +0.7
USMF WisdomTree U.S. Multifactor Fund 1.1 28 17 6.4 +3.4
LRGF iShares U.S. Equity Factor ETF 1.1 8 37 4.8 +1.8
RND First Trust Bloomberg R&D Leaders ETF 1.1 60 -15 2.6 -0.4
VBK Vanguard Small-Cap Growth ETF 1.1 7 38 1.3 -1.7
FESM Fidelity Enhanced Small Cap ETF 1.1 28 17 2.5 -0.5
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.1 20 25 6.2 +3.2
AOTG AOT Growth and Innovation ETF 1.1 75 -30 1.5 -1.5
XMAG Defiance Large Cap ex-Mag 7 ETF 1.1 35 10 4.5 +1.5
GQI Natixis Gateway Quality Income ETF 1.1 34 11 4.4 +1.4
WRND IQ Global Equity R&D Leaders ETF 1.1 18 27 4.2 +1.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.1 14 31 4.3 +1.3
ESGU iShares ESG Aware MSCI USA ETF 1.1 15 30 4.3 +1.3
SSPY Syntax Stratified LargeCap ETF 1.1 30 15 6.0 +3.0
MOTG VanEck Morningstar Global Wide Moat ETF 1.0 52 -7 7.4 +4.4
GEW Cambria Global EW ETF 1.0 29 16 5.5 +2.5
ALIL Argent Focused Small Cap ETF 1.0 74 -29 5.7 +2.7
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.0 9 36 4.5 +1.5
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.0 15 30 6.2 +3.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.0 65 -20 4.9 +1.9
GLOF iShares Global Equity Factor ETF 1.0 20 25 5.8 +2.8
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.0 55 -10 9.1 +6.1
FELG Fidelity Enhanced Large Cap Growth ETF 1.0 18 27 3.4 +0.4
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 1.0 12 33 5.2 +2.2
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.0 49 -4 8.5 +5.5
AIQ Global X Artificial Intelligence & Technology ETF 1.0 68 -23 3.4 +0.4
HDUS Hartford Disciplined US Equity ETF 1.0 19 26 4.9 +1.9
LQPE PEO AlphaQuest Thematic PE ETF 1.0 125 -80 5.2 +2.2
LRND IQ U.S. Large Cap R&D Leaders ETF 1.0 14 31 4.1 +1.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.0 39 6 2.4 -0.6
TAX Cambria Tax Aware ETF 1.0 49 -4 4.3 +1.3
STXG Strive 1000 Growth ETF 1.0 18 27 3.4 +0.4
CSMD Congress SMid Growth ETF 1.0 69 -24 3.4 +0.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.0 39 6 3.7 +0.7
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.0 95 -50 -0.5 -3.5
FDMO Fidelity Momentum Factor ETF 1.0 15 30 2.6 -0.4
ACVF American Conservative Values ETF 1.0 75 -30 3.8 +0.8
SFYX SoFi Next 500 ETF 0.9 0 45 5.0 +2.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.9 45 0 3.8 +0.8
PSC Principal U.S. Small-Cap ETF 0.9 38 7 3.9 +0.9
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.9 79 -34 4.5 +1.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.9 64 -19 1.4 -1.6
PEXL Pacer US Export Leaders ETF 0.9 60 -15 3.4 +0.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.9 18 27 5.0 +2.0
SPMV Invesco S&P 500 Minimum Variance ETF 0.9 10 35 5.1 +2.1
LST Leuthold Select Industries ETF 0.9 91 -46 5.0 +2.0
JVAL JPMorgan U.S. Value Factor ETF 0.9 12 33 7.3 +4.3
AVUQ Avantis U.S. Quality ETF 0.9 15 30 3.7 +0.7
FDG American Century Focused Dynamic Growth ETF 0.9 45 0 1.8 -1.2
QUAL iShares MSCI USA Quality Factor ETF 0.9 15 30 4.5 +1.5
ESGV Vanguard ESG U.S. Stock ETF 0.9 9 36 4.4 +1.4
ACWV iShares MSCI Global Min Vol Factor ETF 0.9 20 25 5.5 +2.5
IWO iShares Russell 2000 Growth ETF 0.9 24 21 0.5 -2.5
MTUM iShares MSCI USA Momentum Factor ETF 0.9 15 30 2.8 -0.2
VB Vanguard Small-Cap ETF 0.9 5 40 5.3 +2.3
FLRG Fidelity U.S. Multifactor ETF 0.9 15 30 5.9 +2.9
SFY SoFi Select 500 ETF 0.9 0 45 4.0 +1.0
FYC First Trust Small Cap Growth AlphaDEX Fund 0.9 71 -26 -0.6 -3.6
DBSC Deepwater Beachfront Small Cap ETF 0.9 85 -40 1.2 -1.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.9 7 38 5.5 +2.5
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.9 15 30 4.5 +1.5
ESGG FlexShares STOXX Global ESG Select Index Fund 0.9 42 3 4.4 +1.4
IUSG iShares Core S&P U.S. Growth ETF 0.9 4 41 3.3 +0.3
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.9 20 25 7.1 +4.1
PBUS Invesco MSCI USA ETF 0.9 4 41 4.4 +1.4
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.9 4 41 3.3 +0.3
NULV Nuveen ESG Large-Cap Value ETF 0.9 26 19 5.3 +2.3
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.9 32 13 4.1 +1.1
IVW iShares S&P 500 Growth ETF 0.8 18 27 3.1 +0.1
LGRO Level Four Large Cap Growth Active ETF 0.8 55 -10 3.9 +0.9
NACP Impact Shares NAACP Minority Empowerment ETF 0.8 49 -4 4.1 +1.1
ADME Aptus Drawdown Managed Equity ETF 0.8 79 -34 3.4 +0.4
JHMM John Hancock Multifactor Mid Cap ETF 0.8 42 3 5.5 +2.5
QQQS Invesco NASDAQ Future Gen 200 ETF 0.8 20 25 -4.3 -7.3
QLC FlexShares US Quality Large Cap Index Fund 0.8 25 20 4.7 +1.7
FSGS First Trust SMID Growth Strength ETF 0.8 60 -15 4.7 +1.7
FCPI Fidelity Stocks for Inflation ETF 0.8 15 30 5.9 +2.9
DSI iShares MSCI KLD 400 Social ETF 0.8 25 20 4.3 +1.3
USEW Cambria US EW ETF 0.8 30 15 4.2 +1.2
DAK Dakota Active Equity ETF 0.8 43 2 3.8 +0.8
PSET Principal Quality ETF 0.8 15 30 4.7 +1.7
GOP Unusual Whales Subversive Republican Trading ETF 0.8 50 -5 4.5 +1.5
YNOT Horizon Digital Frontier ETF 0.8 75 -30 2.9 -0.1
XJH iShares ESG Screened S&P Mid-Cap ETF 0.8 12 33 6.0 +3.0
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.8 15 30 5.0 +2.0
VOOG Vanguard S&P 500 Growth ETF 0.8 7 38 3.2 +0.2
FLV American Century Focused Large Cap Value ETF 0.8 42 3 5.9 +2.9
TOPC iShares S&P 500 3% Capped ETF 0.8 15 30 4.5 +1.5
CGGO Capital Group Global Growth Equity ETF 0.8 47 -2 4.4 +1.4
JHML John Hancock Multifactor Large Cap ETF 0.8 29 16 4.6 +1.6
VFMO Vanguard U.S. Momentum Factor ETF 0.8 13 32 1.8 -1.2
KLMN Invesco MSCI North America Climate ETF 0.8 9 36 4.5 +1.5
SCHX Schwab U.S. Large-Cap ETF 0.8 3 42 4.4 +1.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.8 11 34 4.3 +1.3
EPS WisdomTree U.S. LargeCap Fund 0.8 8 37 5.0 +2.0
DARP Grizzle Growth ETF 0.7 75 -30 1.8 -1.2
SCHK Schwab 1000 Index ETF 0.7 5 40 4.4 +1.4
INRO iShares U.S. Industry Rotation Active ETF 0.7 42 3 3.8 +0.8
IYY iShares Dow Jones U.S. ETF 0.7 20 25 4.2 +1.2
SPXN ProShares S&P 500 Ex-Financials ETF 0.7 9 36 4.2 +1.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.7 10 35 4.5 +1.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.7 2 43 4.3 +1.3
ILCB iShares Morningstar U.S. Equity ETF 0.7 3 42 4.3 +1.3
EQAL Invesco Russell 1000 Equal Weight ETF 0.7 20 25 6.1 +3.1
IWB iShares Russell 1000 ETF 0.7 15 30 4.3 +1.3
SCHB Schwab U.S. Broad Market ETF 0.7 3 42 4.4 +1.4
GQQQ Astoria US Quality Growth Kings ETF 0.7 35 10 3.6 +0.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.7 3 42 4.3 +1.3
FMET Fidelity Metaverse ETF 0.7 39 6 4.8 +1.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.7 25 20 5.1 +2.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.7 10 35 3.9 +0.9
NIXT Research Affiliates Deletions ETF 0.7 9 36 7.1 +4.1
PDP Invesco Dorsey Wright Momentum ETF 0.7 62 -17 1.6 -1.4
VBR Vanguard Small Cap Value ETF 0.7 7 38 7.9 +4.9
IWV iShares Russell 3000 ETF 0.7 20 25 4.2 +1.2
VFMF Vanguard U.S. Multifactor ETF 0.7 18 27 6.8 +3.8
CFA VictoryShares US 500 Volatility Wtd ETF 0.7 35 10 5.2 +2.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.7 40 5 5.2 +2.2
DFUS Dimensional U.S. Equity ETF 0.7 9 36 4.3 +1.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.7 29 16 4.1 +1.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.7 20 25 4.3 +1.3
BKLC BNY Mellon US Large Cap Core Equity ETF 0.7 0 45 4.3 +1.3
VOTE TCW Transform 500 ETF 0.7 5 40 4.3 +1.3
VTWG Vanguard Russell 2000 Growth ETF 0.7 10 35 0.7 -2.3
TOV JLens 500 Jewish Advocacy U.S. ETF 0.7 18 27 4.1 +1.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.7 7 38 4.3 +1.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.7 24 21 6.2 +3.2
XVV iShares ESG Screened S&P 500 ETF 0.7 8 37 4.3 +1.3
MDY SPDR S&P Midcap 400 ETF Trust 0.7 23 22 6.0 +3.0
IJH iShares Core S&P Mid-Cap ETF 0.7 5 40 6.1 +3.1
WOMN Impact Shares YWCA Women's Empowerment ETF 0.7 75 -30 4.8 +1.8
ISCG iShares Morningstar Small-Cap Growth ETF 0.7 6 39 2.8 -0.2
DSTL Distillate US Fundamental Stability & Value ETF 0.7 39 6 7.3 +4.3
STRV Strive 500 ETF 0.7 5 40 4.3 +1.3
FELV Fidelity Enhanced Large Cap Value ETF 0.7 18 27 5.8 +2.8
SPXV ProShares S&P 500 Ex-Health Care ETF 0.7 9 36 4.1 +1.1
BAI iShares AI Innovation and Tech Active ETF 0.7 55 -10 1.4 -1.6
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.7 17 28 5.1 +2.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.7 60 -15 6.0 +3.0
XPND First Trust Expanded Technology ETF 0.7 65 -20 3.1 +0.1
VONE Vanguard Russell 1000 ETF 0.7 7 38 4.4 +1.4
VTI Vanguard Total Stock Market ETF 0.7 3 42 4.3 +1.3
DFAT Dimensional U.S. Targeted Value ETF 0.7 28 17 8.8 +5.8
CATH Global X S&P 500 Catholic Values Custom ETF 0.7 29 16 4.2 +1.2
VTHR Vanguard Russell 3000 ETF 0.7 7 38 4.3 +1.3
CHRI Global X S&P 500 Christian Values ETF 0.7 29 16 4.1 +1.1
FELC Fidelity Enhanced Large Cap Core ETF 0.7 18 27 4.6 +1.6
DEUS Xtrackers Russell US Multifactor ETF 0.7 17 28 6.4 +3.4
GXLC Global X U.S. 500 ETF 0.7 2 43 4.3 +1.3
SPXE ProShares S&P 500 Ex-Energy ETF 0.7 9 36 4.2 +1.2
DSPY Tema S&P 500 Historical Weight ETF 0.7 18 27 4.6 +1.6
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.6 3 42 6.2 +3.2
VV Vanguard Large-Cap ETF 0.6 4 41 4.3 +1.3
RVRB Reverb ETF 0.6 30 15 4.1 +1.1
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.6 20 25 4.1 +1.1
FFOX FundX Future Fund Opportunities ETF 0.6 100 -55 2.3 -0.7
KOKU Xtrackers MSCI Kokusai Equity ETF 0.6 9 36 4.6 +1.6
IVV iShares Core S&P 500 ETF 0.6 3 42 4.4 +1.4
SPY SPDR S&P 500 ETF 0.6 9 36 4.3 +1.3
SPYM State Street SPDR Portfolio S&P 500 ETF 0.6 2 43 4.4 +1.4
IVOO Vanguard S&P Mid-Cap 400 ETF 0.6 7 38 6.1 +3.1
PNQI Invesco NASDAQ Internet ETF 0.6 60 -15 3.6 +0.6
ISCB iShares Morningstar Small-Cap ETF 0.6 4 41 5.5 +2.5
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.6 3 42 4.5 +1.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.6 75 -30 3.4 +0.4
DSTX Distillate International Fundamental Stability & Value ETF 0.6 55 -10 6.4 +3.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.6 9 36 4.5 +1.5
AVSU Avantis Responsible U.S. Equity ETF 0.6 15 30 5.2 +2.2
FPX First Trust US Equity Opportunities ETF 0.6 61 -16 1.0 -2.1
AVMC Avantis U.S. Mid Cap Equity ETF 0.6 18 27 6.0 +3.0
MODL VictoryShares WestEnd U.S. Sector ETF 0.6 42 3 4.2 +1.2
IWL iShares Russell Top 200 ETF 0.6 15 30 4.0 +1.0
FDM First Trust Dow Jones Select MicroCap Index Fund 0.6 60 -15 7.0 +4.0
TOK iShares MSCI Kokusai ETF 0.6 26 19 4.5 +1.5
NUMV Nuveen ESG Mid-Cap Value ETF 0.6 31 14 5.6 +2.6
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.6 30 15 7.2 +4.2
AFMC First Trust Active Factor Mid Cap ETF 0.6 65 -20 7.2 +4.2
VOO Vanguard S&P 500 ETF 0.6 3 42 4.4 +1.4
RSSL Global X Russell 2000 ETF 0.6 8 37 2.9 -0.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.6 15 30 8.4 +5.4
ISCV iShares Morningstar Small Cap Value ETF 0.6 6 39 7.9 +4.9
IWM iShares Russell 2000 ETF 0.6 19 26 2.8 -0.2
BFOR ALPS Barron's 400 ETF 0.6 65 -20 5.0 +2.0
AFLG First Trust Active Factor Large Cap ETF 0.5 55 -10 5.2 +2.2
URTH iShares MSCI World ETF 0.5 24 21 4.5 +1.5
QWLD SPDR MSCI World StrategicFactors ETF 0.5 30 15 5.1 +2.1
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.5 9 36 4.0 +1.0
FQAL Fidelity Quality Factor ETF 0.5 15 30 4.8 +1.8
KLMT Invesco MSCI Global Climate 500 ETF 0.5 10 35 5.2 +2.2
HLAL Wahed FTSE USA Shariah ETF 0.5 50 -5 3.9 +0.9
SMLF iShares U.S. SmallCap Equity Factor ETF 0.5 15 30 5.2 +2.2
BKSE BNY Mellon US Small Cap Core Equity ETF 0.5 4 41 5.4 +2.4
IDHQ Invesco S&P International Developed High Quality ETF 0.5 29 16 5.5 +2.5
DFAU Dimensional US Core Equity Market ETF 0.5 12 33 4.5 +1.5
MFVL Motley Fool Value Factor ETF 0.5 50 -5 5.4 +2.4
AFSM First Trust Active Factor Small Cap ETF 0.5 75 -30 6.2 +3.2
DFSU Dimensional US Sustainability Core 1 ETF 0.5 18 27 4.8 +1.8
SUSL iShares ESG MSCI USA Leaders ETF 0.5 10 35 4.4 +1.4
JHSC John Hancock Multifactor Small Cap ETF 0.5 42 3 6.1 +3.1
AVUS Avantis U.S. Equity ETF 0.5 15 30 5.0 +2.0
FSMD Fidelity Small-Mid Multifactor ETF 0.5 15 30 6.7 +3.7
ACWI iShares MSCI ACWI ETF 0.5 32 13 4.9 +1.9
MGC Vanguard Mega Cap ETF 0.5 7 38 4.1 +1.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.5 29 16 6.6 +3.6
VTWO Vanguard Russell 2000 ETF 0.5 7 38 3.0 -0.1
DGLO First Trust RBA Deglobalization ETF 0.5 70 -25 5.2 +2.2
APUE ActivePassive U.S. Equity ETF 0.5 45 0 4.1 +1.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.5 10 35 4.4 +1.4
SNPE Xtrackers S&P 500 ESG ETF 0.5 10 35 4.5 +1.5
HAPI Harbor Human Capital Factor US Large Cap ETF 0.5 36 9 4.2 +1.2
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.5 35 10 6.5 +3.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.5 20 25 4.9 +1.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.4 12 33 4.6 +1.6
VT Vanguard Total World Stock ETF 0.4 6 39 5.2 +2.2
DWMF WisdomTree International Multifactor Fund 0.4 38 7 6.5 +3.5
EFAV iShares MSCI EAFE Min Vol Factor ETF 0.4 22 23 5.6 +2.6
WWJD Inspire International ETF 0.4 80 -35 6.3 +3.3
EES WisdomTree U.S. SmallCap Fund 0.4 38 7 8.2 +5.2
DCOR Dimensional US Core Equity 1 ETF 0.4 14 31 4.7 +1.7
QINT American Century Quality Diversified International ETF 0.4 39 6 6.7 +3.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.4 24 21 7.2 +4.2
TRUT VanEck Technology TruSector ETF 0.4 13 32 4.2 +1.2
FYX First Trust Small Cap Core AlphaDEX Fund 0.4 61 -16 5.8 +2.8
DFAC Dimensional U.S. Core Equity 2 ETF 0.4 17 28 4.8 +1.8
QVML Invesco S&P 500 QVM Multi-factor ETF 0.4 11 34 4.5 +1.5
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.4 43 2 5.0 +2.0
RAYD Rayliant Quantitative Developed Market Equity ETF 0.4 80 -35 3.6 +0.6
GVLU Gotham 1000 Value ETF 0.4 50 -5 8.0 +5.0
IWS iShares Russell Mid-Cap Value ETF 0.4 23 22 6.2 +3.2
SCHA Schwab U.S. Small-Cap ETF 0.4 4 41 4.7 +1.7
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.4 20 25 5.4 +2.4
IVE iShares S&P 500 Value ETF 0.4 18 27 5.5 +2.5
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.4 4 41 5.7 +2.7
TPSC Timothy Plan US Small Cap Core ETF 0.4 52 -7 6.6 +3.6
EZM WisdomTree U.S. MidCap Fund 0.4 38 7 8.1 +5.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.4 20 25 4.4 +1.4
VLUE iShares MSCI USA Value Factor ETF 0.4 15 30 7.9 +4.9
DFAS Dimensional U.S. Small Cap ETF 0.4 26 19 5.7 +2.7
IUSV iShares Core S&P US Value ETF 0.4 4 41 5.8 +2.8
FNX First Trust Mid Cap Core AlphaDEX Fund 0.4 60 -15 6.3 +3.3
WSML iShares MSCI World Small-Cap ETF 0.4 15 30 5.5 +2.5
FBCG Fidelity Blue Chip Growth ETF 0.4 59 -14 2.4 -0.7
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.4 10 35 3.9 +0.9
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.4 12 33 3.7 +0.7
AQLT iShares MSCI Global Quality Factor ETF 0.4 18 27 0.0 -3.0
DUHP Dimensional US High Profitability ETF 0.4 21 24 5.1 +2.1
FNK First Trust Mid Cap Value AlphaDEX Fund 0.4 70 -25 9.6 +6.6
VOOV Vanguard S&P 500 Value ETF 0.3 7 38 5.6 +2.6
DXUV Dimensional US Vector Equity ETF 0.3 28 17 5.4 +2.4
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 0.3 65 -20 4.1 +1.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.3 70 -25 2.1 -0.9
VFVA Vanguard U.S. Value Factor ETF 0.3 13 32 9.5 +6.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.3 29 16 5.8 +2.8
IDMO Invesco S&P International Developed Momentum ETF 0.3 25 20 5.3 +2.3
FEX First Trust Large Cap Core AlphaDEX Fund 0.3 59 -14 5.1 +2.1
ISMD Inspire Small/Mid Cap ETF 0.3 54 -9 5.6 +2.6
RAUS RACWI US ETF 0.3 15 30 4.4 +1.4
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.3 40 5 4.1 +1.1
IQSI IQ Candriam International Equity ETF 0.3 15 30 5.6 +2.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 36 5.1 +2.1
STXK Strive Small-Cap ETF 0.3 18 27 5.3 +2.3
FUNL CornerCap Fundametrics Large-Cap ETF 0.3 50 -5 6.1 +3.1
CALF Pacer US Small Cap Cash Cows 100 ETF 0.3 59 -14 9.5 +6.5
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.3 35 10 6.4 +3.4
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.3 35 10 5.0 +2.0
SVAL iShares US Small Cap Value Factor ETF 0.3 20 25 7.6 +4.6
SMMD iShares Russell 2500 ETF 0.3 15 30 5.8 +2.8
EVUS iShares ESG Aware MSCI USA Value ETF 0.3 18 27 5.7 +2.7
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.3 25 20 6.2 +3.2
FLQL Franklin LibertyQ U.S. Equity ETF 0.3 15 30 4.7 +1.7
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.3 25 20 5.6 +2.6
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.3 15 30 6.9 +3.9
VFMV Vanguard U.S. Minimum Volatility ETF 0.3 13 32 5.6 +2.6
VSLU Applied Finance Valuation Large Cap ETF 0.3 49 -4 4.9 +1.9
KNO AXS Knowledge Leaders ETF 0.3 78 -33 4.5 +1.5
DFUV Dimensional US Marketwide Value ETF 0.2 22 23 6.4 +3.4
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.2 30 15 6.1 +3.1
REVS Columbia Research Enhanced Value ETF 0.2 19 26 6.9 +3.9
FNDA Schwab Fundamental US Small Co. Index ETF 0.2 25 20 6.3 +3.3
GSPY Gotham Enhanced 500 ETF 0.2 50 -5 4.6 +1.6
RECS Columbia Research Enhanced Core ETF 0.2 15 30 5.4 +2.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.2 25 20 5.5 +2.5
AIEQ AI Powered Equity ETF 0.2 75 -30 3.9 +0.9
IGPT Invesco AI and Next Gen Software ETF 0.2 60 -15 3.6 +0.6
GSID Goldman Sachs MarketBeta International Equity ETF 0.2 20 25 5.9 +2.9
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.2 20 25 5.6 +2.6
APIE ActivePassive International Equity ETF 0.2 45 0 6.5 +3.5
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.2 12 33 3.6 +0.6
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.2 36 9 5.5 +2.5
IUS Invesco RAFI Strategic US ETF 0.2 19 26 5.9 +2.9
VTWV Vanguard Russell 2000 Value ETF 0.2 10 35 5.2 +2.2
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 6 8.1 +5.1
DMXF iShares ESG Advanced MSCI EAFE ETF 0.2 12 33 5.1 +2.1
IWN iShares Russell 2000 Value ETF 0.2 24 21 5.1 +2.1
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 6 6.2 +3.2
IQLT iShares MSCI Intl Quality Factor ETF 0.2 30 15 5.5 +2.5
EFG iShares MSCI EAFE Growth ETF 0.2 36 9 3.8 +0.8
BKIE BNY Mellon International Equity ETF 0.2 4 41 6.0 +3.0
RWL Invesco S&P 500 Revenue ETF 0.2 39 6 5.9 +2.9
EFA iShares MSCI EAFE ETF 0.2 35 10 5.8 +2.8
NUSC Nuveen ESG Small-Cap ETF 0.2 31 14 5.0 +2.0
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.2 12 33 6.4 +3.4
ENHU iShares Enhanced Large Cap Core Active ETF 0.2 22 23 4.3 +1.3
PRF Invesco FTSE RAFI US 1000 ETF 0.2 34 11 5.9 +2.9
SGLC SGI U.S. Large Cap Core ETF 0.2 85 -40 3.9 +0.9
AVSC Avantis U.S Small Cap Equity ETF 0.2 25 20 4.9 +1.9
AVDE Avantis International Equity ETF 0.2 23 22 6.2 +3.2
IEFA iShares Core MSCI EAFE ETF 0.1 7 38 6.1 +3.1
IMCV iShares Morningstar Mid-Cap Value ETF 0.1 6 39 7.0 +4.0
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 3 42 6.0 +3.0
DES WisdomTree U.S. SmallCap Dividend Fund 0.1 38 7 8.3 +5.3
IDEV iShares Core MSCI International Developed Markets ETF 0.1 4 41 6.1 +3.1
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.1 41 4 6.3 +3.3
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.1 18 27 6.5 +3.5
SFGV Sequoia Global Value ETF 0.1 23 22 7.1 +4.1
GVUS Marketbeta Russell 1000 Value Equity ETF 0.1 12 33 5.6 +2.6
SXQG ETC 6 Meridian Quality Growth ETF 0.1 100 -55 2.8 -0.2
RAFE PIMCO RAFI ESG U.S. ETF 0.1 29 16 6.5 +3.5
FDEV Fidelity International Multifactor ETF 0.1 18 27 7.0 +4.0
ROSC Hartford Multifactor Small Cap ETF 0.1 34 11 7.4 +4.4
IWD iShares Russell 1000 Value ETF 0.1 19 26 5.6 +2.6
VONV Vanguard Russell 1000 Value ETF 0.1 7 38 5.7 +2.7
FNDB Schwab Fundamental US Broad Market Index ETF 0.1 25 20 6.4 +3.4
IVLU iShares MSCI Intl Value Factor ETF 0.1 30 15 8.2 +5.2
DXJ WisdomTree Japan Hedged Equity Fund 0.1 48 -3 5.5 +2.5
DFVX Dimensional US Large Cap Vector ETF 0.1 22 23 5.3 +2.3
FNDX Schwab Fundamental US Large Co. Index ETF 0.1 25 20 6.5 +3.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.1 19 26 5.1 +2.1
BBJP JPMorgan BetaBuilders Japan ETF 0.1 19 26 5.5 +2.5
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.1 47 -2 5.0 +2.0
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 41 5.7 +2.7
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 34 11 6.6 +3.6
FAB First Trust Multi Cap Value AlphaDEX Fund 0.1 67 -22 8.7 +5.7
DFLV Dimensional US Large Cap Value ETF 0.1 22 23 6.3 +3.3
STXV Strive 1000 Value ETF 0.1 18 27 6.9 +3.9
JAVA JPMorgan Active Value ETF 0.1 44 1 5.5 +2.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.1 18 27 6.8 +3.8
FLJH Franklin FTSE Japan Hedged ETF 0.1 9 36 5.4 +2.4
FLJP Franklin FTSE Japan ETF 0.1 9 36 5.6 +2.6
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 15 6.6 +3.6
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.1 20 25 5.6 +2.6
IXUS iShares Core MSCI Total International Stock ETF 0.1 7 38 6.8 +3.8
IJJ iShares S&P Mid-Cap 400 Value ETF 0.1 18 27 7.9 +4.9
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.1 10 35 8.1 +5.1
EBI Longview Advantage ETF 0.1 35 10 6.1 +3.1
AVSD Avantis Responsible International Equity ETF 0.1 23 22 6.0 +3.0
DIM WisdomTree International MidCap Dividend Fund 0.1 58 -13 6.2 +3.2
JPIN J.P. Morgan Diversified Return International Equity ETF 0.1 37 8 7.0 +4.0
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.1 15 30 7.9 +4.9
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.1 12 33 5.3 +2.3
EWJ iShares MSCI Japan ETF 0.1 50 -5 5.1 +2.1
IWC iShares Micro-Cap ETF 0.1 60 -15 -1.5 -4.5
ESGD iShares ESG Aware MSCI EAFE ETF 0.1 20 25 5.8 +2.8
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.1 35 10 5.8 +2.8
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 6 6.8 +3.8
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.1 58 -13 5.4 +2.4
IQDG WisdomTree International Quality Dividend Growth Fund 0.1 42 3 5.7 +2.7
DIHP Dimensional International High Profitability ETF 0.1 29 16 5.6 +2.6
JPXN iShares JPX-Nikkei 400 ETF 0.1 48 -3 5.6 +2.6
JHMD John Hancock Multifactor Developed International ETF 0.1 39 6 6.2 +3.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.1 30 15 4.0 +1.0
AVMV Avantis U.S. Mid Cap Value ETF 0.1 20 25 7.3 +4.3
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.1 40 5 5.7 +2.7
DWM WisdomTree International Equity Fund 0.1 48 -3 5.6 +2.6
IPAC iShares Core MSCI Pacific ETF 0.0 9 36 5.6 +2.6
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 0 7.0 +4.0
VPL Vanguard FTSE Pacific ETF 0.0 7 38 5.6 +2.6
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.0 49 -4 6.0 +3.0
DFSI Dimensional International Sustainability Core 1 ETF 0.0 24 21 5.6 +2.6
ILCV iShares Morningstar Value ETF 0.0 4 41 5.4 +2.4
HFXI IQ FTSE International Equity Currency Neutral ETF 0.0 20 25 5.9 +2.9
DHS WisdomTree U.S. High Dividend Fund 0.0 38 7 8.0 +5.0
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.0 58 -13 8.5 +5.5
DFIC Dimensional International Core Equity 2 ETF 0.0 23 22 6.2 +3.2
WSGE Warren Street Global Equity ETF 0.0 80 -35 2.9 -0.1
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 20 7.7 +4.7
DFAI Dimensional International Core Equity Market ETF 0.0 18 27 6.0 +3.0
FENI Fidelity Enhanced International ETF 0.0 28 17 5.8 +2.8
AVLV Avantis U.S. Large Cap Value ETF 0.0 15 30 6.0 +3.0
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.0 47 -2 4.8 +1.8
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.0 24 21 6.8 +3.8
DIVI Franklin International Core Dividend Tilt Index ETF 0.0 9 36 6.7 +3.7
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.0 42 3 7.9 +4.9
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.0 50 -5 5.4 +2.4
GWX SPDR S&P International Small Cap ETF 0.0 40 5 5.8 +2.8
VEA Vanguard FTSE Developed Markets ETF 0.0 3 42 6.1 +3.1
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 15 6.5 +3.5
SCHF Schwab International Equity ETF 0.0 6 39 6.1 +3.1
VSGX Vanguard ESG International Stock ETF 0.0 10 35 6.8 +3.8
VXUS Vanguard Total International Stock ETF 0.0 5 40 6.8 +3.8
VEU Vanguard FTSE All-World ex-US Index Fund 0.0 4 41 6.9 +3.9
DFSV Dimensional US Small Cap Value ETF 0.0 31 14 9.1 +6.1
SCHC Schwab International Small-Cap Equity ETF 0.0 11 34 6.5 +3.5
AVDS Avantis International Small Cap Equity ETF 0.0 30 15 6.0 +3.0
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.0 39 6 7.0 +4.0
AVUV Avantis U.S. Small Cap Value ETF 0.0 25 20 8.3 +5.3
INTF iShares International Equity Factor ETF 0.0 15 30 6.6 +3.6
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.0 8 37 6.3 +3.3
DFIS Dimensional International Small Cap ETF 0.0 39 6 6.1 +3.1
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.0 41 4 7.3 +4.3
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 10 7.5 +4.5
IMTM iShares MSCI Intl Momentum Factor ETF 0.0 30 15 4.8 +1.8
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.0 25 20 4.3 +1.3
DXIV Dimensional International Vector Equity ETF 0.0 34 11 6.6 +3.6
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 38 7 7.5 +4.5
RGEF Rockefeller Global Equity ETF 0.0 55 -10 4.0 +1.0
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 -20 0.0 -3.0
AVEM Avantis Emerging Markets Equity ETF 0.0 33 12 7.6 +4.6
AVSE Avantis Responsible Emerging Markets Equity ETF 0.0 33 12 7.2 +4.2
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.0 33 12 6.8 +3.8
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.0 53 -8 5.7 +2.7

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%.

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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:		 WisdomTree Cybersecurity 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 14.7 %
Divided by: Fwd. P/BV 4.3 x
Less: Expense ratio 45 bp
Equals: ALTAR Score 3.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.64 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.