WisdomTree Cybersecurity Fund
ALTAR
Score™		 1.9% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 38.5x P/Sales
ratio		 6.6x
P/BV
ratio		 6.5x Div.
yield		 0.3%


  • 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) $130
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) $41,540
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
CLOUDFLARE INC CLASS A 12.4 %
CYBERARK SOFTWARE LTD. 7.7 %
ZSCALER, INC. 7.5 %
CROWDSTRIKE HOLDINGS, INC. CLASS A 7.4 %
OKTA, INC. CLASS A 5.7 %
DATADOG INC CLASS A 5.7 %
ELASTIC NV 5.4 %
F5 NETWORKS INC 5.3 %
PALO ALTO NETWORKS INC 5.1 %
FORTINET INC 4.8 %
Total 66.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 88.1 %
ISRAEL 11.2 %
JAPAN 4.3 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
11.3% 21.5% -- -- 5.4%

Market Correlations
versus... Beta R-squared
S&P500 0.89 23%
MSCI EAFE 0.06 0%
MSCI Emg. Mkts. 0.10 1%

Technical Indicators
Recent close $30.42
30d moving avg. $31.71
Annualized volatility 23.8%
Short interest (ETF) 0.1%
Relative strength (RSI) 50

Liquidity measures
Avg. volume (thou.) 17
Turnover 0.4%
Bid/Ask (% of price) 0.27%
ADV underlying (mns) $3,542

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 637 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 60.8 51 -6 2.5 +0.6
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 60.1 60 -15 3.0 +1.1
CIBR First Trust NASDAQ Cybersecurity ETF 49.6 60 -15 4.1 +2.2
SPAM Themes Cybersecurity ETF 48.6 35 10 2.4 +0.5
IHAK iShares Cybersecurity & Tech ETF 48.0 47 -2 4.3 +2.4
LRNZ TrueShares Technology, AI & Deep Learning ETF 34.0 69 -24 -0.8 -2.6
WFH Direxion Work From Home ETF 30.3 45 0 3.7 +1.8
XDAT Franklin Exponential Data ETF 27.7 50 -5 2.3 +0.4
WCLD WisdomTree Cloud Computing Fund 20.5 45 0 1.7 -0.2
FITE SPDR S&P Kensho Future Security ETF 20.2 45 0 1.5 -0.4
CLOD Themes Cloud Computing ETF 19.7 35 10 3.4 +1.5
SPRX Spear Alpha ETF 18.5 75 -30 0.9 -1.0
DAT ProShares Big Data Refiners ETF 17.9 58 -13 2.5 +0.6
TRFK Pacer Data and Digital Revolution ETF 15.0 60 -15 2.7 +0.8
MID American Century Mid Cap Growth Impact ETF 14.7 45 0 3.4 +1.5
ITEQ BlueStar Israel Technology ETF 13.9 75 -30 1.6 -0.3
IGV iShares Expanded Tech-Software Sector ETF 13.8 41 4 3.0 +1.1
XITK SPDR FactSet Innovative Technology ETF 13.6 45 0 -0.1 -1.9
ISRA VanEck Israel ETF 13.1 59 -14 6.7 +4.9
CLOU Global X Cloud Computing ETF 12.6 68 -23 2.3 +0.4
TMAT Main Thematic Innovation ETF 12.2 164 -119 -1.5 -3.4
OGIG ALPS O'Shares Global Internet Giants ETF 12.2 48 -3 2.1 +0.3
GTEK Goldman Sachs Future Tech Leaders Equity ETF 12.0 75 -30 2.7 +0.9
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 11.5 57 -12 3.8 +2.0
WTAI WisdomTree Artificial Intelligence and Innovation Fund 11.3 45 0 2.4 +0.5
WAR U.S. Global Tech and Aerospace & Defense ETF 11.2 60 -15 5.0 +3.2
FDTX Fidelity Disruptive Technology ETF 10.8 50 -5 2.4 +0.6
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 10.8 49 -4 3.6 +1.7
SKYY First Trust Cloud Computing ETF 10.6 60 -15 2.8 +1.0
EIS iShares MSCI Israel ETF 10.2 58 -13 7.5 +5.6
ABOT Abacus FCF Innovation Leaders ETF 10.2 69 -24 5.1 +3.2
KNCT Invesco Next Gen Connectivity ETF 9.7 40 5 4.5 +2.6
ABLS Abacus FCF Small Cap Leaders ETF 9.5 59 -14 5.1 +3.2
DTEC ALPS Disruptive Technologies ETF 9.3 50 -5 3.6 +1.7
XSW SPDR S&P Software & Services ETF 8.9 35 10 2.9 +1.0
RSPT Invesco S&P 500 Equal Weight Technology ETF 8.8 40 5 5.5 +3.6
DRUP GraniteShares Nasdaq Select Disruptors ETF 8.7 60 -15 4.1 +2.2
DFNV Donoghue Forlines Innovation ETF 8.3 69 -24 4.3 +2.4
FCLD Fidelity Cloud Computing ETF 8.2 39 6 3.2 +1.4
TECB iShares U.S. Tech Breakthrough Multisector ETF 8.2 40 5 3.8 +1.9
FXL First Trust Technology AlphaDEX Fund 7.7 61 -16 5.7 +3.8
BWEB Bitwise Web3 ETF 7.4 85 -40 -0.1 -2.0
SAMM Strategas Macro Momentum ETF 7.3 66 -21 2.2 +0.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 7.0 49 -4 4.7 +2.8
QNXT iShares Nasdaq-100 ex Top 30 ETF 6.7 20 25 4.7 +2.8
CHGX AXS Change Finance ESG ETF 6.4 49 -4 5.2 +3.3
CSMD Congress SMid Growth ETF 6.4 69 -24 3.6 +1.8
PRAY FIS Christian Stock Fund 6.4 69 -24 5.1 +3.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 6.2 20 25 4.4 +2.5
FDN First Trust Dow Jones Internet Index Fund 6.2 52 -7 3.3 +1.4
FDND FT Vest Dow Jones Internet & Target Income ETF 6.2 75 -30 3.0 +1.2
FTGS First Trust Growth Strength ETF 6.0 60 -15 4.5 +2.7
BRIF FIS Bright Portfolios Focused Equity ETF 5.8 65 -20 4.6 +2.7
GRNY Fundstrat Granny Shots US Large Cap ETF 5.8 75 -30 2.5 +0.7
ARKW ARK Next Generation Internet ETF 5.8 87 -42 0.6 -1.3
XT iShares Exponential Technologies ETF 5.7 46 -1 4.5 +2.7
QGRO American Century U.S. Quality Growth ETF 5.7 29 16 3.7 +1.8
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 5.6 65 -20 4.4 +2.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 5.5 65 -20 2.3 +0.4
LOUP Innovator Deepwater Frontier Tech ETF 5.5 70 -25 1.2 -0.7
TTAC FCF US Quality ETF 5.5 59 -14 6.0 +4.1
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 5.4 35 10 4.1 +2.2
LIVR Intelligent Livermore ETF 5.4 69 -24 3.4 +1.5
TXS Texas Capital Texas Equity Index ETF 5.4 49 -4 5.9 +4.1
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 5.2 58 -13 4.5 +2.6
IWP iShares Russell Mid-Cap Growth ETF 5.2 23 22 3.3 +1.4
USSE Segall Bryant & Hamill Select Equity ETF 5.1 65 -20 4.1 +2.3
TOGA Tremblant Global ETF 5.0 69 -24 2.2 +0.4
SIXG Defiance Connective Technologies ETF 5.0 30 15 3.8 +2.0
WUGI AXS Esoterica NextG Economy ETF 4.9 75 -30 2.2 +0.3
QQQJ Invesco NASDAQ Next Gen 100 ETF 4.9 15 30 4.8 +2.9
VOT Vanguard Mid-Cap Growth ETF 4.7 7 38 3.4 +1.5
RPG Invesco S&P 500 Pure Growth ETF 4.7 35 10 3.3 +1.5
TRFM AAM Transformers ETF 4.3 49 -4 1.2 -0.7
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 4.3 75 -30 2.8 +0.9
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 4.2 40 5 6.2 +4.3
FTEC Fidelity MSCI Information Technology Index ETF 4.2 8 37 3.8 +1.9
QMOM Alpha Architect U.S. Quantitative Momentum ETF 4.1 39 6 2.8 +0.9
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 4.1 49 -4 6.8 +4.9
AGRW Allspring LT Large Growth ETF 4.0 35 10 3.5 +1.6
SXQG ETC 6 Meridian Quality Growth ETF 4.0 100 -55 4.8 +3.0
AIS VistaShares Artificial Intelligence Supercycle ETF 3.9 75 -30 2.4 +0.5
QGRW WisdomTree U.S. Quality Growth Fund 3.9 28 17 4.1 +2.2
NBDS Neuberger Berman Disrupters ETF 3.9 55 -10 0.7 -1.2
GLRY Inspire Faithward Mid Cap Momentum ETF 3.8 80 -35 6.1 +4.2
NANC Unusual Whales Subversive Democratic Trading ETF 3.8 75 -30 3.5 +1.7
IETC iShares U.S. Tech Independence Focused ETF 3.7 18 27 3.6 +1.7
HLGE Hartford Longevity Economy ETF 3.7 44 1 6.2 +4.4
THRO iShares U.S. Thematic Rotation Active ETF 3.7 90 -45 4.2 +2.3
VGT Vanguard Information Technology ETF 3.6 9 36 3.8 +1.9
USMF WisdomTree U.S. Multifactor Fund 3.6 28 17 7.4 +5.5
XPND First Trust Expanded Technology ETF 3.6 65 -20 3.6 +1.8
XLK Technology Select Sector SPDR Fund 3.6 8 37 4.2 +2.3
FTC First Trust Large Cap Growth AlphaDEX Fund 3.6 59 -14 2.0 +0.1
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.6 65 -20 1.8 -0.0
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 3.6 60 -15 3.8 +1.9
IYW iShares U.S. Technology ETF 3.5 40 5 3.7 +1.9
IZRL ARK Israel Innovative Technology ETF 3.5 49 -4 1.5 -0.4
NUMG Nuveen ESG Mid-Cap Growth ETF 3.5 31 14 2.6 +0.7
BOUT Innovator IBD Breakout Opportunities ETF 3.5 81 -36 0.8 -1.1
GGME Invesco Next Gen Media and Gaming ETF 3.4 60 -15 4.5 +2.6
IGM iShares Expanded Tech Sector ETF 3.4 41 4 3.7 +1.8
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.4 50 -5 4.3 +2.5
LST Leuthold Select Industries ETF 3.3 91 -46 5.3 +3.4
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 3.2 95 -50 0.2 -1.7
AMID Argent Mid Cap ETF Argent Mid Cap ETF 3.1 52 -7 6.1 +4.2
IPO Renaissance IPO ETF 3.1 60 -15 3.2 +1.4
KONG Formidable Fortress ETF 3.1 89 -44 6.3 +4.4
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 3.1 41 4 5.5 +3.6
PWB Invesco Large Cap Growth ETF 3.0 56 -11 2.5 +0.7
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 2.9 39 6 3.9 +2.1
IMCG iShares Morningstar Mid-Cap Growth ETF 2.9 6 39 4.1 +2.3
QQMG Invesco ESG NASDAQ 100 ETF 2.9 20 25 4.0 +2.2
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.8 35 10 9.8 +7.9
LRGE ClearBridge Large Cap Growth ESG ETF 2.8 59 -14 4.0 +2.1
XTL SPDR S&P Telecom ETF 2.8 35 10 1.5 -0.4
BEEX BeeHive ETF 2.8 84 -39 4.3 +2.4
TMFM Motley Fool Mid-Cap Growth ETF 2.8 85 -40 3.1 +1.2
ALTL Pacer Lunt Large Cap Alternator ETF 2.8 60 -15 4.6 +2.7
CRTC Xtrackers US National Critical Technologies ETF 2.8 35 10 4.7 +2.8
SPHB Invesco S&P 500 High Beta ETF 2.7 25 20 5.0 +3.1
TEXN iShares Texas Equity ETF 2.7 20 25 6.0 +4.2
ABFL Abacus FCF Leaders ETF 2.7 59 -14 4.9 +3.0
EQRR ProShares Equities for Rising Rates ETF 2.7 35 10 8.0 +6.1
VUSE Vident U.S. Equity Strategy ETF 2.6 50 -5 4.3 +2.4
VFQY Vanguard U.S. Quality Factor ETF 2.6 13 32 6.2 +4.3
JQUA JPMorgan U.S. Quality Factor ETF 2.6 12 33 5.9 +4.1
XOEF iShares S&P 500 ex S&P 100 ETF 2.6 20 25 5.7 +3.8
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 2.6 55 -10 4.2 +2.3
FTCE First Trust New Constructs Core Earnings Leaders ETF 2.5 60 -15 5.2 +3.4
METV Roundhill Ball Metaverse ETF 2.5 59 -14 8.7 +6.8
GXPT Global X PureCap MSCI Information Technology ETF 2.5 25 20 4.1 +2.2
PTL Inspire 500 ETF 2.5 9 36 5.3 +3.5
CGGR Capital Group Growth ETF 2.5 39 6 3.3 +1.4
NACP Impact Shares NAACP Minority Empowerment ETF 2.4 49 -4 4.7 +2.8
PTF Invesco Dorsey Wright Technology Momentum ETF 2.4 60 -15 -1.1 -3.0
SRHQ SRH U.S. Quality ETF 2.4 35 10 7.6 +5.7
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.4 64 -19 1.1 -0.8
JOET Virtus Terranova US Quality Momentum ETF 2.4 29 16 4.8 +3.0
JPEF JPMorgan Equity Focus ETF 2.4 50 -5 4.3 +2.5
QTUM Defiance Quantum ETF 2.3 40 5 5.1 +3.2
RJMG FT Raymond James Multicap Growth Equity ETF 2.3 85 -40 3.0 +1.1
ANEW ProShares MSCI Transformational Changes ETF 2.3 45 0 5.2 +3.3
XNTK SPDR NYSE Technology ETF 2.3 35 10 3.5 +1.6
FDCF Fidelity Disruptive Communications ETF 2.3 50 -5 4.1 +2.2
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 2.3 49 -4 3.7 +1.8
IVES Wedbush ETFMG Global Cloud Technology ETF 2.3 68 -23 5.7 +3.8
KOMP SPDR S&P Kensho New Economies Composite ETF 2.3 20 25 2.7 +0.9
QQQ Invesco QQQ Trust Series I 2.3 20 25 4.0 +2.1
QQQM Invesco NASDAQ 100 ETF 2.3 15 30 4.1 +2.2
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 2.2 49 -4 4.3 +2.4
GINN Goldman Sachs Innovate Equity ETF 2.2 52 -7 3.6 +1.7
FPX First Trust US Equity Opportunities ETF 2.2 61 -16 1.0 -0.9
TMFC Motley Fool 100 Index ETF 2.2 50 -5 3.3 +1.5
AIVC Amplify Bloomberg AI Value Chain ETF 2.2 59 -14 5.4 +3.5
AIQ Global X Artificial Intelligence & Technology ETF 2.1 68 -23 3.5 +1.6
GGRW Gabelli Growth Innovators ETF 2.1 90 -45 2.4 +0.5
BIBL Inspire 100 ETF 2.1 35 10 5.1 +3.3
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 2.1 49 -4 6.1 +4.2
IXN iShares Global Tech ETF 2.1 41 4 3.3 +1.4
VEGN US Vegan Climate ETF 2.1 60 -15 4.4 +2.6
USMV iShares MSCI USA Min Vol Factor ETF 2.0 15 30 5.8 +4.0
AADR AdvisorShares Dorsey Wright ADR ETF 2.0 110 -65 4.8 +2.9
VO Vanguard Mid-Cap ETF 2.0 4 41 6.0 +4.1
FLV American Century Focused Large Cap Value ETF 2.0 42 3 7.0 +5.1
CAML Congress Large Cap Growth ETF 2.0 66 -21 3.5 +1.7
FSCS First Trust SMID Capital Strength ETF 2.0 60 -15 7.2 +5.4
FTCS First Trust Capital Strength ETF 2.0 55 -10 5.9 +4.0
ABLG Abacus FCF International Leaders ETF 2.0 59 -14 6.5 +4.7
EGUS iShares ESG Aware MSCI USA Growth ETF 2.0 18 27 3.9 +2.0
ETHO Etho Climate Leadership U.S. ETF 1.9 47 -2 5.6 +3.7
NULG Nuveen ESG Large-Cap Growth ETF 1.9 26 19 3.3 +1.4
JMOM JPMorgan U.S. Momentum Factor ETF 1.9 12 33 4.5 +2.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.9 12 33 4.5 +2.7
ACTV LeaderShares Activist Leaders ETF 1.9 75 -30 5.6 +3.7
RBLD First Trust Alerian US NextGen Infrastructure ETF 1.9 65 -20 4.8 +2.9
VALQ American Century U.S. Quality Value ETF 1.9 29 16 8.0 +6.1
WOMN Impact Shares YWCA Women's Empowerment ETF 1.9 75 -30 5.6 +3.7
VXF Vanguard Extended Market ETF 1.9 5 40 4.7 +2.8
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 1.9 15 30 8.2 +6.3
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 1.9 65 -20 4.7 +2.8
ROE Astoria US Quality Kings ETF 1.8 49 -4 6.8 +5.0
ABIG Argent Large Cap ETF 1.8 49 -4 5.2 +3.3
EUSA iShares MSCI USA Equal Weighted ETF 1.8 9 36 6.3 +4.4
PRXG Praxis Impact Large Cap Growth ETF 1.8 36 9 3.6 +1.8
SMAP Amplify Small-Mid Cap Equity ETF 1.8 60 -15 5.6 +3.8
JSTC Adasina Social Justice All Cap Global ETF 1.8 89 -44 5.0 +3.1
XMHQ Invesco S&P MidCap Quality ETF 1.8 25 20 6.7 +4.9
USXF iShares ESG Advanced MSCI USA ETF 1.8 10 35 4.7 +2.8
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.7 19 26 5.4 +3.6
BUL Pacer US Cash Cows Growth ETF 1.7 60 -15 5.2 +3.3
ONEO SPDR Russell 1000 Momentum Focus ETF 1.7 20 25 6.8 +5.0
PSET Principal Quality ETF 1.7 15 30 5.3 +3.4
SCHG Schwab U.S. Large-Cap Growth ETF 1.7 4 41 3.8 +2.0
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.7 52 -7 5.7 +3.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.7 58 -13 5.7 +3.8
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.7 70 -25 2.1 +0.3
SIZE iShares MSCI USA Size Factor ETF 1.7 15 30 6.1 +4.2
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 1.7 15 30 6.7 +4.8
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.7 60 -15 10.4 +8.5
VUG Vanguard Growth ETF 1.7 4 41 4.0 +2.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.7 20 25 6.6 +4.8
ONEQ Fidelity Nasdaq Composite Index ETF 1.7 21 24 3.6 +1.8
IQM Franklin Intelligent Machines ETF 1.7 50 -5 1.9 +0.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.6 8 37 4.9 +3.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.6 9 36 6.2 +4.4
ROUS Hartford Multifactor US Equity ETF 1.6 19 26 6.9 +5.1
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.6 35 10 5.4 +3.6
AOTG AOT Growth and Innovation ETF 1.6 75 -30 1.9 0.0
PSC Principal U.S. Small-Cap ETF 1.6 38 7 6.9 +5.0
TOLL Tema Durable Quality ETF 1.6 75 -30 5.1 +3.3
JHSC John Hancock Multifactor Small Cap ETF 1.6 42 3 6.8 +4.9
STXM Strive Mid-Cap ETF 1.6 18 27 6.5 +4.6
USRD Themes US R&D Champions ETF 1.6 29 16 4.6 +2.7
IWO iShares Russell 2000 Growth ETF 1.6 24 21 0.8 -1.1
VTWG Vanguard Russell 2000 Growth ETF 1.6 10 35 1.0 -0.9
IJK iShares S&P Mid-Cap 400 Growth ETF 1.6 17 28 5.9 +4.1
IMCB iShares Morningstar Mid-Cap ETF 1.6 4 41 6.2 +4.4
ILCG iShares Morningstar Growth ETF 1.6 4 41 3.7 +1.8
IWR iShares Russell Midcap ETF 1.6 19 26 6.3 +4.4
EMOT First Trust S&P 500 Economic Moat ETF 1.6 60 -15 8.3 +6.5
RAYD Rayliant Quantitative Developed Market Equity ETF 1.6 80 -35 4.4 +2.6
FEX First Trust Large Cap Core AlphaDEX Fund 1.6 59 -14 5.9 +4.0
VFLO VictoryShares Free Cash Flow ETF 1.5 39 6 10.3 +8.4
IWF iShares Russell 1000 Growth ETF 1.5 19 26 4.2 +2.3
VONG Vanguard Russell 1000 Growth ETF 1.5 7 38 4.3 +2.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.5 10 35 6.0 +4.1
BLES Inspire Global Hope ETF 1.5 61 -16 6.8 +5.0
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.5 15 30 6.0 +4.1
FMKT The Free Markets ETF 1.5 76 -31 3.4 +1.5
MTUM iShares MSCI USA Momentum Factor ETF 1.5 15 30 3.6 +1.8
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.5 25 20 5.1 +3.3
SFYX SoFi Next 500 ETF 1.5 0 45 6.0 +4.1
MGK Vanguard Mega Cap Growth ETF 1.5 7 38 4.2 +2.3
SFY SoFi Select 500 ETF 1.5 0 45 4.3 +2.5
SPMO Invesco S&P 500 Momentum ETF 1.5 13 32 3.8 +2.0
JGRO JPMorgan Active Growth ETF 1.4 44 1 3.5 +1.6
VFMV Vanguard U.S. Minimum Volatility ETF 1.4 13 32 5.9 +4.1
GURU Global X Guru Index ETF 1.4 75 -30 3.1 +1.2
GLBL Pacer MSCI World Industry Advantage ETF 1.4 65 -20 4.1 +2.2
SUSA iShares MSCI USA ESG Select ETF 1.4 25 20 4.6 +2.7
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 1.4 35 10 6.2 +4.3
FESM Fidelity Enhanced Small Cap ETF 1.4 28 17 6.9 +5.0
SCHM Schwab U.S. Mid-Cap ETF 1.4 4 41 7.1 +5.3
OPTZ Optimize Strategy Index ETF 1.4 50 -5 4.7 +2.9
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.4 15 30 6.1 +4.3
SPGP Invesco S&P 500 GARP ETF 1.4 34 11 6.8 +4.9
XMAG Defiance Large Cap ex-Mag 7 ETF 1.4 35 10 5.2 +3.3
LRGF iShares U.S. Equity Factor ETF 1.3 8 37 5.4 +3.5
NUMV Nuveen ESG Mid-Cap Value ETF 1.3 31 14 7.0 +5.1
FMDE Fidelity Enhanced Mid Cap ETF 1.3 23 22 5.9 +4.1
ALIL Argent Focused Small Cap ETF 1.3 74 -29 6.7 +4.8
VBK Vanguard Small-Cap Growth ETF 1.3 7 38 1.8 -0.1
TTAI FCF International Quality ETF 1.3 59 -14 7.2 +5.3
HAPY Harbor Human Capital Factor Unconstrained ETF 1.3 50 -5 5.8 +3.9
OALC OneAscent Large Cap Core ETF 1.3 86 -41 4.0 +2.2
MOAT VanEck Morningstar Wide Moat ETF 1.3 46 -1 6.3 +4.4
QLV FlexShares US Quality Low Volatility Index Fund 1.3 22 23 5.8 +3.9
ACWV iShares MSCI Global Min Vol Factor ETF 1.3 20 25 6.0 +4.1
BKSE BNY Mellon US Small Cap Core Equity ETF 1.3 4 41 5.9 +4.0
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.3 15 30 4.5 +2.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.3 7 38 5.0 +3.2
RNMC First Trust Mid Cap US Equity Select ETF 1.3 60 -15 7.1 +5.2
GQQQ Astoria US Quality Growth Kings ETF 1.2 35 10 4.6 +2.7
SMOT VanEck Morningstar SMID Moat ETF 1.2 49 -4 6.9 +5.0
IUSG iShares Core S&P U.S. Growth ETF 1.2 4 41 4.1 +2.3
RSP Invesco S&P 500 Equal Weight ETF 1.2 20 25 6.8 +5.0
IVW iShares S&P 500 Growth ETF 1.2 18 27 3.9 +2.0
SPYG SPDR Portfolio S&P 500 Growth ETF 1.2 4 41 4.1 +2.2
VOOG Vanguard S&P 500 Growth ETF 1.2 7 38 4.0 +2.2
JHMM John Hancock Multifactor Mid Cap ETF 1.2 42 3 6.3 +4.5
RND First Trust Bloomberg R&D Leaders ETF 1.2 60 -15 3.3 +1.4
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.2 15 30 4.1 +2.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.2 9 36 4.8 +2.9
AIEQ AI Powered Equity ETF 1.2 75 -30 4.8 +2.9
GLOF iShares Global Equity Factor ETF 1.2 20 25 6.6 +4.8
FFOG Franklin Focused Growth ETF 1.2 61 -16 2.4 +0.5
FDG American Century Focused Dynamic Growth ETF 1.2 45 0 2.0 +0.1
IWY iShares Russell Top 200 Growth ETF 1.2 20 25 4.3 +2.5
GRPM Invesco S&P MidCap 400 GARP ETF 1.2 35 10 7.8 +6.0
ARKF ARK Fintech Innovation ETF 1.2 75 -30 0.1 -1.8
SPHQ Invesco S&P 500 Quality ETF 1.2 15 30 5.6 +3.7
STXG Strive 1000 Growth ETF 1.2 18 27 3.8 +1.9
CHAT Roundhill Generative AI & Technology ETF 1.2 75 -30 7.1 +5.2
ISCG iShares Morningstar Small-Cap Growth ETF 1.1 6 39 2.9 +1.1
DEUS Xtrackers Russell US Multifactor ETF 1.1 17 28 6.9 +5.1
ITAN Sparkline Intangible Value ETF 1.1 50 -5 6.6 +4.7
QTOP iShares Nasdaq Top 30 Stocks ETF 1.1 20 25 3.9 +2.0
CZA Invesco Zacks Mid-Cap ETF 1.1 72 -27 7.5 +5.6
SMLF iShares U.S. SmallCap Equity Factor ETF 1.1 15 30 6.0 +4.1
ACVF American Conservative Values ETF 1.1 75 -30 4.3 +2.4
TMFX Motley Fool Next Index ETF 1.1 50 -5 3.2 +1.4
NXTG First Trust Indxx NextG ETF 1.1 70 -25 4.8 +3.0
AFMC First Trust Active Factor Mid Cap ETF 1.1 65 -20 8.3 +6.5
ESGV Vanguard ESG U.S. Stock ETF 1.1 9 36 4.7 +2.8
DARP Grizzle Growth ETF 1.1 75 -30 2.7 +0.8
GQI Natixis Gateway Quality Income ETF 1.1 34 11 5.0 +3.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.1 45 0 4.3 +2.5
DAK Dakota Active Equity ETF 1.1 43 2 4.4 +2.5
AFSM First Trust Active Factor Small Cap ETF 1.1 75 -30 7.4 +5.6
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.1 20 25 5.6 +3.7
MODL VictoryShares WestEnd U.S. Sector ETF 1.1 42 3 4.6 +2.7
QLC FlexShares US Quality Large Cap Index Fund 1.1 25 20 5.2 +3.4
MOTG VanEck Morningstar Global Wide Moat ETF 1.1 52 -7 8.6 +6.8
FLRG Fidelity U.S. Multifactor ETF 1.1 15 30 6.9 +5.0
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.0 15 30 4.8 +2.9
SHE SPDR MSCI USA Gender Diversity ETF 1.0 20 25 5.1 +3.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.0 15 30 7.4 +5.5
ESGU iShares ESG Aware MSCI USA ETF 1.0 15 30 4.7 +2.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.0 18 27 5.9 +4.0
XJH iShares ESG Screened S&P Mid-Cap ETF 1.0 12 33 7.3 +5.4
LGRO Level Four Large Cap Growth Active ETF 1.0 55 -10 4.0 +2.2
PEXL Pacer US Export Leaders ETF 1.0 60 -15 4.6 +2.8
VFMO Vanguard U.S. Momentum Factor ETF 1.0 13 32 3.0 +1.1
SSPY Syntax Stratified LargeCap ETF 1.0 30 15 6.8 +4.9
SHUS Syntax Stratified U.S. Total Market Hedged ETF 1.0 65 -20 6.5 +4.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.0 14 31 4.8 +3.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.0 39 6 4.3 +2.5
HGRO Hedgeye Quality Growth ETF 1.0 70 -25 3.3 +1.4
FFTY Innovator IBD 50 ETF 1.0 80 -35 -2.4 -4.3
GOP Unusual Whales Subversive Republican Trading ETF 1.0 50 -5 5.4 +3.5
VB Vanguard Small-Cap ETF 1.0 5 40 6.2 +4.3
AFLG First Trust Active Factor Large Cap ETF 1.0 55 -10 6.3 +4.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.0 39 6 5.7 +3.9
AVUQ Avantis U.S. Quality ETF 1.0 15 30 4.3 +2.5
CFA VictoryShares US 500 Volatility Wtd ETF 1.0 35 10 6.1 +4.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.0 40 5 6.0 +4.2
KRMA Global X Conscious Companies ETF 1.0 43 2 5.9 +4.0
QUS SPDR MSCI USA StrategicFactors ETF 1.0 15 30 5.7 +3.8
NUSC Nuveen ESG Small-Cap ETF 0.9 31 14 5.3 +3.4
FFND Future Fund Active ETF 0.9 100 -55 3.7 +1.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.9 4 41 6.0 +4.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.9 32 13 5.0 +3.1
FDM First Trust Dow Jones Select MicroCap Index Fund 0.9 60 -15 8.6 +6.7
SPMV Invesco S&P 500 Minimum Variance ETF 0.9 10 35 5.6 +3.8
ADME Aptus Drawdown Managed Equity ETF 0.9 79 -34 4.0 +2.1
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 0.9 12 33 6.1 +4.2
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.9 15 30 9.1 +7.2
TAX Cambria Tax Aware ETF 0.9 49 -4 6.1 +4.2
MDY SPDR S&P Midcap 400 ETF Trust 0.9 24 21 7.2 +5.3
IJH iShares Core S&P Mid-Cap ETF 0.9 5 40 7.4 +5.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.9 11 34 4.8 +3.0
RSSL Global X Russell 2000 ETF 0.9 8 37 4.1 +2.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.9 2 43 4.9 +3.0
JHML John Hancock Multifactor Large Cap ETF 0.9 29 16 5.3 +3.5
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.9 55 -10 10.3 +8.5
IWM iShares Russell 2000 ETF 0.9 19 26 4.2 +2.3
VTWO Vanguard Russell 2000 ETF 0.9 7 38 4.3 +2.4
VFMF Vanguard U.S. Multifactor ETF 0.9 18 27 7.9 +6.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.9 10 35 5.2 +3.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.9 25 20 8.0 +6.1
DSI iShares MSCI KLD 400 Social ETF 0.9 25 20 4.8 +2.9
DFUS Dimensional U.S. Equity ETF 0.9 9 36 4.7 +2.9
ILCB iShares Morningstar U.S. Equity ETF 0.9 3 42 4.8 +2.9
TOPC iShares S&P 500 3% Capped ETF 0.9 15 30 5.1 +3.2
SCHK Schwab 1000 Index ETF 0.9 5 40 4.9 +3.1
SCHX Schwab U.S. Large-Cap ETF 0.9 3 42 4.9 +3.0
VOTE TCW Transform 500 ETF 0.9 5 40 4.8 +2.9
BKLC BNY Mellon US Large Cap Core Equity ETF 0.9 0 45 4.8 +3.0
FNX First Trust Mid Cap Core AlphaDEX Fund 0.9 60 -15 7.0 +5.1
PBUS Invesco MSCI USA ETF 0.9 4 41 4.8 +2.9
IYY iShares Dow Jones U.S. ETF 0.9 20 25 4.7 +2.8
INRO iShares U.S. Industry Rotation Active ETF 0.9 42 3 4.4 +2.5
IVOO Vanguard S&P Mid-Cap 400 ETF 0.9 7 38 7.4 +5.5
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.9 3 42 7.4 +5.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.9 3 42 4.8 +2.9
STRV Strive 500 ETF 0.9 5 40 4.7 +2.9
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.9 30 15 6.8 +4.9
FDLS Inspire Fidelis Multi Factor ETF 0.9 76 -31 4.6 +2.8
SCHB Schwab U.S. Broad Market ETF 0.9 3 42 4.9 +3.1
TOV JLens 500 Jewish Advocacy U.S. ETF 0.8 18 27 4.6 +2.7
VTI Vanguard Total Stock Market ETF 0.8 3 42 4.8 +2.9
IWV iShares Russell 3000 ETF 0.8 20 25 4.7 +2.8
VTHR Vanguard Russell 3000 ETF 0.8 7 38 4.8 +2.9
FQAL Fidelity Quality Factor ETF 0.8 15 30 5.7 +3.8
VV Vanguard Large-Cap ETF 0.8 4 41 4.7 +2.9
VONE Vanguard Russell 1000 ETF 0.8 7 38 4.9 +3.0
IWB iShares Russell 1000 ETF 0.8 15 30 4.8 +2.9
HDUS Hartford Disciplined US Equity ETF 0.8 19 26 5.7 +3.8
RGEF Rockefeller Global Equity ETF 0.8 55 -10 4.5 +2.7
QQQS Invesco NASDAQ Future Gen 200 ETF 0.8 20 25 -4.5 -6.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.8 9 36 4.0 +2.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.8 7 38 4.8 +2.9
RVRB Reverb ETF 0.8 30 15 4.5 +2.6
DSTL Distillate US Fundamental Stability & Value ETF 0.8 39 6 8.8 +6.9
RECS Columbia Research Enhanced Core ETF 0.8 15 30 5.7 +3.9
DWMF WisdomTree International Multifactor Fund 0.8 38 7 7.0 +5.2
NULC Nuveen ESG Large-Cap ETF 0.8 21 24 4.6 +2.8
GXLC Global X U.S. 500 ETF 0.8 2 43 4.8 +2.9
DSPY Tema S&P 500 Historical Weight ETF 0.8 18 27 5.1 +3.3
QUAL iShares MSCI USA Quality Factor ETF 0.8 15 30 5.5 +3.6
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.8 60 -15 6.6 +4.7
LRND IQ U.S. Large Cap R&D Leaders ETF 0.8 14 31 5.0 +3.2
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.8 20 25 8.3 +6.4
XVV iShares ESG Screened S&P 500 ETF 0.8 8 37 4.8 +2.9
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.8 10 35 4.3 +2.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.8 75 -30 4.0 +2.1
KOKU Xtrackers MSCI Kokusai Equity ETF 0.8 9 36 5.1 +3.2
SPXN ProShares S&P 500 Ex-Financials ETF 0.8 9 36 4.8 +2.9
KLMN Invesco MSCI North America Climate ETF 0.8 9 36 4.9 +3.0
FDLO Fidelity Low Volatility Factor ETF 0.8 15 30 5.5 +3.6
AVSU Avantis Responsible U.S. Equity ETF 0.7 15 30 5.8 +4.0
CATH Global X S&P 500 Catholic Values Custom ETF 0.7 29 16 4.6 +2.7
EQAL Invesco Russell 1000 Equal Weight ETF 0.7 20 25 7.2 +5.3
CHRI Global X S&P 500 Christian Values ETF 0.7 29 16 4.6 +2.7
FMET Fidelity Metaverse ETF 0.7 39 6 4.5 +2.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.7 20 25 4.6 +2.7
TOK iShares MSCI Kokusai ETF 0.7 26 19 4.9 +3.0
VBR Vanguard Small Cap Value ETF 0.7 7 38 9.2 +7.4
PDP Invesco Dorsey Wright Momentum ETF 0.7 62 -17 1.9 +0.0
BFOR ALPS Barron's 400 ETF 0.7 65 -20 6.0 +4.1
ISMD Inspire Small/Mid Cap ETF 0.7 54 -9 5.5 +3.7
SPXV ProShares S&P 500 Ex-Health Care ETF 0.7 9 36 4.6 +2.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.7 29 16 4.6 +2.8
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.7 30 15 8.2 +6.4
FELG Fidelity Enhanced Large Cap Growth ETF 0.7 18 27 4.6 +2.8
IVV iShares Core S&P 500 ETF 0.7 3 42 4.9 +3.0
SPY SPDR S&P 500 ETF Trust 0.7 9 36 4.8 +2.9
VOO Vanguard S&P 500 ETF 0.7 3 42 4.9 +3.0
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.7 12 33 3.9 +2.0
ESGG FlexShares STOXX Global ESG Select Index Fund 0.7 42 3 5.3 +3.4
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.7 3 42 5.0 +3.2
URTH iShares MSCI World ETF 0.7 24 21 4.9 +3.1
JVAL JPMorgan U.S. Value Factor ETF 0.7 12 33 7.9 +6.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.7 25 20 5.5 +3.6
FBCG Fidelity Blue Chip Growth ETF 0.7 59 -14 2.8 +1.0
QWLD SPDR MSCI World StrategicFactors ETF 0.7 30 15 5.8 +4.0
HLAL Wahed FTSE USA Shariah ETF 0.7 50 -5 4.6 +2.7
SPXE ProShares S&P 500 Ex-Energy ETF 0.7 9 36 4.7 +2.8
DFSU Dimensional US Sustainability Core 1 ETF 0.7 18 27 5.3 +3.4
IWL iShares Russell Top 200 ETF 0.7 15 30 4.5 +2.6
SCHA Schwab U.S. Small-Cap ETF 0.6 4 41 6.3 +4.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.6 10 35 4.9 +3.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.6 7 38 5.8 +4.0
APUE ActivePassive U.S. Equity ETF 0.6 45 0 4.6 +2.8
ARTY iShares Future AI & Tech ETF 0.6 47 -2 3.4 +1.6
DFAU Dimensional US Core Equity Market ETF 0.6 12 33 5.0 +3.1
AVUS Avantis U.S. Equity ETF 0.6 15 30 5.7 +3.8
VLUE iShares MSCI USA Value Factor ETF 0.6 15 30 9.0 +7.1
PNQI Invesco NASDAQ Internet ETF 0.6 60 -15 3.5 +1.6
SPXM Azoria 500 Meritocracy ETF 0.6 47 -2 4.5 +2.6
ACWI iShares MSCI ACWI ETF 0.6 32 13 5.3 +3.5
MGC Vanguard Mega Cap ETF 0.6 7 38 4.5 +2.7
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.6 20 25 6.1 +4.2
SUSL iShares ESG MSCI USA Leaders ETF 0.6 10 35 4.9 +3.0
FVAL Fidelity Value Factor ETF 0.6 15 30 6.8 +4.9
FFOX FundX Future Fund Opportunities ETF 0.6 100 -55 4.1 +2.3
EPS WisdomTree U.S. LargeCap Fund 0.6 8 37 5.7 +3.8
ISCB iShares Morningstar Small-Cap ETF 0.6 4 41 6.2 +4.4
COWZ Pacer US Cash Cows 100 ETF 0.6 49 -4 8.7 +6.9
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.6 29 16 8.3 +6.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.6 20 25 5.5 +3.6
VT Vanguard Total World Stock ETF 0.6 6 39 5.7 +3.8
EZM WisdomTree U.S. MidCap Fund 0.6 38 7 8.9 +7.0
FELC Fidelity Enhanced Large Cap Core ETF 0.6 18 27 5.2 +3.3
NULV Nuveen ESG Large-Cap Value ETF 0.6 26 19 6.4 +4.5
AVMC Avantis U.S. Mid Cap Equity ETF 0.6 18 27 6.9 +5.1
DMXF iShares ESG Advanced MSCI EAFE ETF 0.5 12 33 5.2 +3.4
REVS Columbia Research Enhanced Value ETF 0.5 19 26 7.8 +6.0
AVLV Avantis U.S. Large Cap Value ETF 0.5 15 30 7.9 +6.0
CALF Pacer US Small Cap Cash Cows 100 ETF 0.5 59 -14 10.7 +8.8
KLMT Invesco MSCI Global Climate 500 ETF 0.5 10 35 5.5 +3.7
IDHQ Invesco S&P International Developed High Quality ETF 0.5 29 16 6.4 +4.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.5 24 21 8.3 +6.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.5 9 36 5.2 +3.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.5 17 28 5.9 +4.1
DGLO First Trust RBA Deglobalization ETF 0.5 70 -25 6.8 +5.0
EFAV iShares MSCI EAFE Min Vol Factor ETF 0.5 22 23 6.0 +4.1
DCOR Dimensional US Core Equity 1 ETF 0.5 14 31 5.4 +3.5
NIXT Research Affiliates Deletions ETF 0.5 9 36 8.3 +6.5
HAPI Harbor Human Capital Factor US Large Cap ETF 0.5 36 9 4.8 +3.0
WWJD Inspire International ETF 0.5 80 -35 7.1 +5.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.5 20 25 5.0 +3.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.5 12 33 5.0 +3.1
EFG iShares MSCI EAFE Growth ETF 0.5 36 9 4.2 +2.3
FSMD Fidelity Small-Mid Multifactor ETF 0.5 15 30 7.0 +5.1
FNK First Trust Mid Cap Value AlphaDEX Fund 0.4 70 -25 11.1 +9.2
DFAC Dimensional U.S. Core Equity 2 ETF 0.4 17 28 5.5 +3.6
SVAL iShares US Small Cap Value Factor ETF 0.4 20 25 9.1 +7.2
QINT American Century Quality Diversified International ETF 0.4 39 6 6.9 +5.0
FCPI Fidelity Stocks for Inflation ETF 0.4 15 30 7.7 +5.9
DFAS Dimensional U.S. Small Cap ETF 0.4 26 19 6.7 +4.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.4 15 30 8.1 +6.3
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.4 20 25 6.2 +4.3
QVML Invesco S&P 500 QVM Multi-factor ETF 0.4 11 34 5.0 +3.1
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.4 43 2 6.2 +4.3
KNO AXS Knowledge Leaders ETF 0.4 78 -33 5.8 +3.9
STXK Strive Small-Cap ETF 0.4 18 27 6.1 +4.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.4 9 36 5.5 +3.6
IWS iShares Russell Mid-Cap Value ETF 0.4 23 22 7.3 +5.4
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.4 10 35 4.2 +2.4
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.4 25 20 6.9 +5.0
IQSI IQ Candriam International Equity ETF 0.4 15 30 6.2 +4.3
SMMD iShares Russell 2500 ETF 0.4 15 30 6.9 +5.0
RAUS RACWI US ETF 0.4 15 30 4.8 +2.9
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.4 35 10 7.1 +5.3
FYC First Trust Small Cap Growth AlphaDEX Fund 0.3 71 -26 -1.6 -3.4
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.3 25 20 6.2 +4.3
FLQL Franklin LibertyQ U.S. Equity ETF 0.3 15 30 5.3 +3.5
DFAT Dimensional U.S. Targeted Value ETF 0.3 28 17 10.2 +8.3
DXUV Dimensional US Vector Equity ETF 0.3 28 17 6.1 +4.3
IDMO Invesco S&P International Developed Momentum ETF 0.3 25 20 5.8 +4.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.3 29 16 6.5 +4.6
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.3 30 15 6.9 +5.0
FNDA Schwab Fundamental US Small Co. Index ETF 0.3 25 20 9.0 +7.1
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.3 29 16 7.6 +5.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.3 25 20 6.0 +4.1
EBI Longview Advantage ETF 0.3 35 10 6.7 +4.8
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.3 12 33 7.5 +5.7
DUHP Dimensional US High Profitability ETF 0.3 21 24 6.3 +4.4
IMCV iShares Morningstar Mid-Cap Value ETF 0.3 6 39 8.3 +6.4
IQLT iShares MSCI Intl Quality Factor ETF 0.3 30 15 6.2 +4.3
INEQ Columbia International Equity Income ETF 0.3 45 0 7.7 +5.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.3 19 26 6.3 +4.4
WRND IQ Global Equity R&D Leaders ETF 0.3 18 27 7.4 +5.5
ESGD iShares ESG Aware MSCI EAFE ETF 0.3 20 25 6.5 +4.6
GSPY Gotham Enhanced 500 ETF 0.3 50 -5 5.0 +3.2
IMTM iShares MSCI Intl Momentum Factor ETF 0.3 30 15 5.4 +3.6
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.3 35 10 6.2 +4.4
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.3 20 25 6.1 +4.3
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 0.3 80 -35 6.1 +4.2
DFUV Dimensional US Marketwide Value ETF 0.3 22 23 7.6 +5.7
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.3 36 9 6.3 +4.4
GSID Goldman Sachs MarketBeta International Equity ETF 0.3 20 25 6.5 +4.6
EVUS iShares ESG Aware MSCI USA Value ETF 0.2 18 27 6.6 +4.7
EFA iShares MSCI EAFE ETF 0.2 35 10 6.4 +4.5
APIE ActivePassive International Equity ETF 0.2 45 0 7.1 +5.2
BKIE BNY Mellon International Equity ETF 0.2 4 41 6.6 +4.8
AVDE Avantis International Equity ETF 0.2 23 22 7.1 +5.2
IGPT Invesco AI and Next Gen Software ETF 0.2 60 -15 4.1 +2.2
SFTY Horizon Managed Risk ETF 0.2 77 -32 4.0 +2.1
STOX Horizon Core Equity ETF 0.2 70 -25 4.1 +2.2
SPDW SPDR Portfolio Developed World ex-US ETF 0.2 3 42 6.7 +4.8
DFLV Dimensional US Large Cap Value ETF 0.2 22 23 7.7 +5.8
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.2 35 10 7.6 +5.7
DXJ WisdomTree Japan Hedged Equity Fund 0.2 48 -3 6.8 +5.0
FDEV Fidelity International Multifactor ETF 0.2 18 27 7.6 +5.7
IEFA iShares Core MSCI EAFE ETF 0.2 7 38 6.7 +4.9
FUNL CornerCap Fundametrics Large-Cap ETF 0.2 50 -5 7.3 +5.4
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 6 6.4 +4.5
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 -7 7.1 +5.2
IUS Invesco RAFI Strategic US ETF 0.2 19 26 6.8 +4.9
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 6 9.9 +8.0
IDEV iShares Core MSCI International Developed Markets ETF 0.2 4 41 6.7 +4.9
GVUS Marketbeta Russell 1000 Value Equity ETF 0.2 12 33 6.6 +4.7
VLU SPDR S&P 1500 Value Tilt ETF 0.2 12 33 7.4 +5.6
EES WisdomTree U.S. SmallCap Fund 0.2 38 7 8.8 +6.9
FELV Fidelity Enhanced Large Cap Value ETF 0.2 18 27 6.7 +4.9
FYX First Trust Small Cap Core AlphaDEX Fund 0.2 61 -16 5.8 +3.9
RWL Invesco S&P 500 Revenue ETF 0.2 39 6 6.8 +5.0
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.2 47 -2 5.7 +3.8
PRF Invesco FTSE RAFI US 1000 ETF 0.2 39 6 6.8 +4.9
SGLC SGI U.S. Large Cap Core ETF 0.2 85 -40 4.1 +2.2
BBJP JPMorgan BetaBuilders Japan ETF 0.2 19 26 6.1 +4.2
AVSD Avantis Responsible International Equity ETF 0.2 23 22 5.1 +3.2
FLJP Franklin FTSE Japan ETF 0.2 9 36 5.8 +3.9
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.2 41 4 7.0 +5.2
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.2 18 27 7.2 +5.3
EWJ iShares MSCI Japan ETF 0.1 50 -5 5.6 +3.7
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 34 11 7.3 +5.4
VSLU Applied Finance Valuation Large Cap ETF 0.1 49 -4 5.5 +3.6
FLJH Franklin FTSE Japan Hedged ETF 0.1 9 36 5.8 +3.9
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 15 7.3 +5.5
IJJ iShares S&P Mid-Cap 400 Value ETF 0.1 18 27 8.8 +6.9
IXUS iShares Core MSCI Total International Stock ETF 0.1 7 38 7.5 +5.6
IVLU iShares MSCI Intl Value Factor ETF 0.1 30 15 9.8 +7.9
FAB First Trust Multi Cap Value AlphaDEX Fund 0.1 67 -22 10.2 +8.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.1 24 21 7.6 +5.8
MDYV SPDR S&P 400 Mid Cap Value ETF 0.1 15 30 8.8 +7.0
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 6 5.8 +3.9
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.1 10 35 8.9 +7.1
IWC iShares Micro-Cap ETF 0.1 60 -15 -1.6 -3.5
DIHP Dimensional International High Profitability ETF 0.1 29 16 6.7 +4.9
FNDB Schwab Fundamental US Broad Market Index ETF 0.1 25 20 7.4 +5.5
IWD iShares Russell 1000 Value ETF 0.1 19 26 6.5 +4.6
VONV Vanguard Russell 1000 Value ETF 0.1 7 38 6.6 +4.7
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.1 12 33 5.8 +4.0
AVSC Avantis U.S Small Cap Equity ETF 0.1 25 20 5.3 +3.4
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.1 24 21 7.2 +5.4
DIM WisdomTree International MidCap Dividend Fund 0.1 58 -13 7.2 +5.3
JPXN iShares JPX-Nikkei 400 ETF 0.1 48 -3 6.3 +4.4
IWN iShares Russell 2000 Value ETF 0.1 24 21 7.8 +5.9
VTWV Vanguard Russell 2000 Value ETF 0.1 10 35 7.9 +6.0
DFVX Dimensional US Large Cap Vector ETF 0.1 22 23 6.3 +4.4
FNDX Schwab Fundamental US Large Co. Index ETF 0.1 25 20 7.3 +5.4
LVOL American Century Low Volatility ETF 0.1 29 16 5.0 +3.2
JPIN J.P. Morgan Diversified Return International Equity ETF 0.1 37 8 7.9 +6.0
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 41 6.8 +4.9
JHMD John Hancock Multifactor Developed International ETF 0.1 39 6 7.2 +5.4
STXV Strive 1000 Value ETF 0.1 18 27 8.3 +6.4
AVMV Avantis U.S. Mid Cap Value ETF 0.1 20 25 9.1 +7.2
DXIV Dimensional International Vector Equity ETF 0.1 34 11 7.6 +5.7
SNPV Xtrackers S&P 500 Value ESG ETF 0.1 15 30 7.0 +5.1
IPAC iShares Core MSCI Pacific ETF 0.1 9 36 6.1 +4.2
GVLU Gotham 1000 Value ETF 0.1 50 -5 9.1 +7.2
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 0.1 58 -13 7.3 +5.5
IUSV iShares Core S&P US Value ETF 0.1 4 41 6.4 +4.6
IVE iShares S&P 500 Value ETF 0.1 18 27 6.2 +4.3
SPYV SPDR Portfolio S&P 500 Value ETF 0.1 4 41 6.3 +4.4
VOOV Vanguard S&P 500 Value ETF 0.1 7 38 6.2 +4.4
VPL Vanguard FTSE Pacific ETF 0.1 7 38 6.3 +4.4
DFJ WisdomTree Japan SmallCap Dividend Fund 0.1 58 -13 7.4 +5.5
RAFE PIMCO RAFI ESG U.S. ETF 0.1 29 16 7.0 +5.1
ILCV iShares Morningstar Value ETF 0.1 4 41 6.4 +4.5
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 21 6.2 +4.3
SCJ iShares MSCI Japan Small-Cap ETF 0.1 50 -5 6.8 +4.9
GWX SPDR S&P International Small Cap ETF 0.1 40 5 6.8 +4.9
HFXI IQ FTSE International Equity Currency Neutral ETF 0.1 20 25 6.6 +4.7
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 0 8.5 +6.6
ISCF iShares International SmallCap Equity Factor ETF 0.0 23 22 8.1 +6.3
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.0 49 -4 6.9 +5.1
HKND Humankind US Stock ETF 0.0 11 34 7.3 +5.4
DWM WisdomTree International Equity Fund 0.0 48 -3 7.1 +5.2
SNPE Xtrackers S&P 500 ESG ETF 0.0 10 35 5.0 +3.1
AVDS Avantis International Small Cap Equity ETF 0.0 30 15 7.0 +5.1
DFIC Dimensional International Core Equity 2 ETF 0.0 23 22 7.2 +5.3
DFAI Dimensional International Core Equity Market ETF 0.0 18 27 6.9 +5.0
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 20 9.1 +7.2
ISCV iShares Morningstar Small Cap Value ETF 0.0 6 39 9.5 +7.6
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.0 40 5 7.1 +5.3
SCHF Schwab International Equity ETF 0.0 6 39 6.8 +5.0
VEA Vanguard FTSE Developed Markets ETF 0.0 3 42 6.8 +5.0
VSGX Vanguard ESG International Stock ETF 0.0 10 35 7.5 +5.6
CCMG CCM Global Equity ETF 0.0 34 11 8.3 +6.4
SCHC Schwab International Small-Cap Equity ETF 0.0 11 34 7.6 +5.7
DFIS Dimensional International Small Cap ETF 0.0 39 6 7.1 +5.2
DIVI Franklin International Core Dividend Tilt Index ETF 0.0 9 36 7.7 +5.8
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 15 7.5 +5.6
VEU Vanguard FTSE All-World ex-US Index Fund 0.0 4 41 7.6 +5.8
VXUS Vanguard Total International Stock ETF 0.0 5 40 7.6 +5.7
SCZ iShares MSCI EAFE Small-Cap ETF 0.0 40 5 6.9 +5.0
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.0 8 37 7.2 +5.4
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.0 50 -5 5.4 +3.5
INTF iShares International Equity Factor ETF 0.0 15 30 7.4 +5.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.0 30 15 4.4 +2.5
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.0 47 -2 5.7 +3.8
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.0 39 6 7.7 +5.8

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

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RESULTS & ESTIMATES

  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:

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 13.1 %
Divided by: Fwd. P/BV 5.7 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		 1.63 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.