WisdomTree Cloud Computing Fund
ALTAR
Score™		 1.6% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 31.3x P/Sales
ratio		 4.3x
P/BV
ratio		 4.5x Div.
yield		 0.3%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The WisdomTree Cloud Computing Fund seeks to track the price and yield performance, before fees and expenses, of the BVP Nasdaq Emerging Cloud Index, an equally weighted Index designed to measure the performance of emerging public companies focused on delivering cloud-based software to customers.

FUND BASICS
Category Global Equities
Fund Sponsor WisdomTree
Website www.wisdomtree.com
Inception date Sep 04, 2019
Assets (mns) $406
Currency USD
Expense ratio 45 bp
Distributions Annually

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 68
Wgt avg mkt cap (mns) $25,209
Large cap (>$10bn) 44.8%
Mid cap ($2-10bn) 42.9%
Small cap (<$2bn) 12.4%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
OKTA, INC. CLASS A 2.0 %
VEEVA SYSTEMS INC-CLASS A 1.8 %
APPFOLIO INC CLASS A 1.7 %
ZSCALER, INC. 1.7 %
WORKIVA, INC. CLASS A 1.7 %
ADOBE SYSTEMS INC 1.7 %
DIGITALOCEAN HOLDINGS, INC. 1.7 %
WORKDAY INC-CLASS A 1.6 %
PAYCOM SOFTWARE INC 1.6 %
BLACKLINE, INC. 1.6 %
Total 17.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 85.9 %
ISRAEL 4.3 %
CANADA 1.4 %
AUSTRALIA 1.4 %







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.
-2.5% 2.3% 6.0% -- 6.9%

Market Correlations
versus... Beta R-squared
S&P500 1.13 43%
MSCI EAFE 0.71 17%
MSCI Emg. Mkts. 0.66 15%

Technical Indicators
Recent close $33.21
30d moving avg. $35.43
Annualized volatility 29.6%
Short interest (ETF) 4.0%
Relative strength (RSI) 40

Liquidity measures
Avg. volume (thou.) 206
Turnover 1.7%
Bid/Ask (% of price) 0.10%
ADV underlying (mns) $11,469

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 718 potential alternatives to the WisdomTree Cloud Computing Fund ETF based on the alternatives' overlap in portfolio holdings with WCLD. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: WCLD Expense: 45 bp ALTAR Score™: 1.6%


ALTERNATIVE ETFs BASED ON OVERLAP WITH WCLD
Ticker Fund
Name		 Overlap1
vs WCLD
(%)		 Expense
ratio
(bp)		 Savings
vs WCLD
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs WCLD
(%)
SKYY First Trust Cloud Computing ETF 33.1 60 -15 3.3 +1.7
FCLD Fidelity Cloud Computing ETF 32.0 39 6 3.0 +1.4
XITK SPDR FactSet Innovative Technology ETF 29.9 45 0 0.5 -1.1
XSW SPDR S&P Software & Services ETF 28.3 35 10 2.0 +0.4
CLOU Global X Cloud Computing ETF 28.2 68 -23 1.9 +0.3
FXL First Trust Technology AlphaDEX Fund 26.5 61 -16 5.8 +4.2
WFH Direxion Work From Home ETF 26.2 45 0 4.8 +3.2
OGIG ALPS O'Shares Global Internet Giants ETF 24.5 48 -3 1.9 +0.3
DFNV Donoghue Forlines Innovation ETF 23.1 69 -24 5.1 +3.5
WTAI WisdomTree Artificial Intelligence and Innovation Fund 21.8 45 0 3.5 +1.9
CLOD Themes Cloud Computing ETF 21.2 35 10 2.1 +0.5
XDAT Franklin Exponential Data ETF 21.1 50 -5 2.1 +0.5
IGV iShares Expanded Tech-Software Sector ETF 18.4 41 4 3.1 +1.5
FDTX Fidelity Disruptive Technology ETF 18.0 50 -5 3.0 +1.5
GTEK Goldman Sachs Future Tech Leaders Equity ETF 17.0 75 -30 3.5 +1.9
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 17.0 49 -4 4.7 +3.1
AOTG AOT Growth and Innovation ETF 16.8 75 -30 2.4 +0.8
WCBR WisdomTree Cybersecurity Fund 16.8 45 0 1.9 +0.3
DRUP GraniteShares Nasdaq Select Disruptors ETF 16.8 60 -15 4.5 +2.9
FDN First Trust Dow Jones Internet Index Fund 16.2 52 -7 3.5 +1.9
FDND FT Vest Dow Jones Internet & Target Income ETF 16.2 75 -30 3.2 +1.6
TRFM AAM Transformers ETF 14.8 49 -4 1.9 +0.3
DTEC ALPS Disruptive Technologies ETF 14.2 50 -5 4.0 +2.5
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 13.8 60 -15 3.0 +1.4
PTF Invesco Dorsey Wright Technology Momentum ETF 13.7 60 -15 -0.2 -1.7
LRNZ TrueShares Technology, AI & Deep Learning ETF 13.5 69 -24 0.0 -1.6
FITE SPDR S&P Kensho Future Security ETF 13.4 45 0 2.8 +1.2
ARKW ARK Next Generation Internet ETF 13.2 87 -42 -1.3 -2.9
DAT ProShares Big Data Refiners ETF 13.2 58 -13 2.2 +0.6
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 13.2 57 -12 4.3 +2.7
TECB iShares U.S. Tech Breakthrough Multisector ETF 12.6 40 5 4.0 +2.4
SPAM Themes Cybersecurity ETF 12.5 35 10 1.7 +0.1
NUMG Nuveen ESG Mid-Cap Growth ETF 11.9 31 14 2.6 +1.0
FTEC Fidelity MSCI Information Technology Index ETF 11.9 8 37 4.7 +3.1
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 11.5 49 -4 2.2 +0.6
TMFX Motley Fool Next Index ETF 11.5 50 -5 3.2 +1.6
CIBR First Trust NASDAQ Cybersecurity ETF 11.4 60 -15 4.2 +2.6
TMAT Main Thematic Innovation ETF 11.2 164 -119 -1.5 -3.1
IYW iShares U.S. Technology ETF 11.2 40 5 4.6 +3.0
LGRO Level Four Large Cap Growth Active ETF 11.2 55 -10 4.1 +2.5
VGT Vanguard Information Technology ETF 11.1 10 35 4.7 +3.1
IWP iShares Russell Mid-Cap Growth ETF 11.0 23 22 3.7 +2.1
BUG Global X Cybersecurity ETF 11.0 51 -6 2.8 +1.2
IHAK iShares Cybersecurity & Tech ETF 11.0 47 -2 3.8 +2.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 10.9 65 -20 3.5 +1.9
QGRO American Century U.S. Quality Growth ETF 10.8 29 16 3.8 +2.3
TRFK Pacer Data and Digital Revolution ETF 10.7 60 -15 3.9 +2.3
IGM iShares Expanded Tech Sector ETF 10.6 41 4 4.6 +3.0
WUGI AXS Esoterica NextG Economy ETF 10.3 75 -30 2.9 +1.3
SPRX Spear Alpha ETF 10.1 75 -30 -0.0 -1.6
ARKF ARK Fintech Innovation ETF 10.0 75 -30 -0.3 -1.9
TTAC FCF US Quality ETF 9.9 59 -14 6.1 +4.5
ABFL Abacus FCF Leaders ETF 9.9 59 -14 5.8 +4.3
AIQ Global X Artificial Intelligence & Technology ETF 9.9 68 -23 4.7 +3.1
XT iShares Exponential Technologies ETF 9.6 46 -1 5.5 +3.9
RSPT Invesco S&P 500 Equal Weight Technology ETF 9.4 40 5 6.2 +4.6
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 9.4 35 10 4.5 +3.0
MOTE VanEck Morningstar ESG Moat ETF 9.4 49 -4 4.9 +3.3
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 9.2 58 -13 4.3 +2.7
XLK Technology Select Sector SPDR Fund 9.0 8 37 5.3 +3.7
CRTC Xtrackers US National Critical Technologies ETF 8.8 35 10 5.3 +3.7
PNQI Invesco NASDAQ Internet ETF 8.5 60 -15 3.8 +2.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 8.5 70 -25 2.8 +1.2
IVES Wedbush ETFMG Global Cloud Technology ETF 8.5 68 -23 9.3 +7.7
AIVC Amplify Bloomberg AI Value Chain ETF 8.5 59 -14 8.6 +7.0
FDG American Century Focused Dynamic Growth ETF 8.2 45 0 2.4 +0.8
NULG Nuveen ESG Large-Cap Growth ETF 8.0 26 19 3.7 +2.2
VBK Vanguard Small-Cap Growth ETF 8.0 7 38 1.7 +0.1
WISE Themes Generative Artificial Intelligence ETF 7.9 35 10 0.6 -1.0
ARTY iShares Future AI & Tech ETF 7.9 47 -2 4.1 +2.5
XPND First Trust Expanded Technology ETF 7.8 65 -20 4.3 +2.7
PCGG Polen Capital Global Growth ETF 7.8 85 -40 3.8 +2.2
AIEQ AI Powered Equity ETF 7.8 75 -30 4.1 +2.6
IXN iShares Global Tech ETF 7.7 41 4 4.5 +2.9
OPTZ Optimize Strategy Index ETF 7.7 50 -5 5.3 +3.7
QGRW WisdomTree U.S. Quality Growth Fund 7.7 28 17 4.7 +3.1
XNTK SPDR NYSE Technology ETF 7.5 35 10 4.4 +2.8
CHGX AXS Change Finance ESG ETF 7.3 49 -4 5.3 +3.8
LRGE ClearBridge Large Cap Growth ESG ETF 7.3 59 -14 4.0 +2.4
JQUA JPMorgan U.S. Quality Factor ETF 7.2 12 33 6.0 +4.4
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 7.2 20 25 4.5 +2.9
VEGN US Vegan Climate ETF 7.2 60 -15 4.6 +3.0
WOMN Impact Shares YWCA Women's Empowerment ETF 7.1 75 -30 5.2 +3.6
ARKK ARK Innovation ETF 7.0 75 -30 -3.3 -4.9
NBDS Neuberger Berman Disrupters ETF 7.0 55 -10 1.0 -0.6
ETHO Etho Climate Leadership U.S. ETF 7.0 47 -2 5.5 +3.9
FTC First Trust Large Cap Growth AlphaDEX Fund 7.0 59 -14 2.8 +1.3
PSCT Invesco S&P SmallCap Information Technology ETF 7.0 29 16 6.0 +4.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 7.0 64 -19 2.4 +0.8
IETC iShares U.S. Tech Independence Focused ETF 7.0 18 27 4.7 +3.1
HAPY Harbor Human Capital Factor Unconstrained ETF 7.0 50 -5 3.4 +1.8
VOT Vanguard Mid-Cap Growth ETF 6.9 7 38 3.7 +2.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 6.8 95 -50 0.7 -0.9
USMF WisdomTree U.S. Multifactor Fund 6.7 28 17 6.7 +5.1
KNCT Invesco Next Gen Connectivity ETF 6.7 40 5 5.1 +3.5
FPX First Trust US Equity Opportunities ETF 6.7 61 -16 1.3 -0.3
ITAN Sparkline Intangible Value ETF 6.7 50 -5 6.5 +4.9
SPHB Invesco S&P 500 High Beta ETF 6.6 25 20 5.3 +3.7
MGRO VanEck Morningstar Wide Moat Growth ETF 6.6 49 -4 4.7 +3.1
FMDE Fidelity Enhanced Mid Cap ETF 6.5 23 22 5.8 +4.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 6.5 12 33 4.8 +3.3
SXQG ETC 6 Meridian Quality Growth ETF 6.5 100 -55 4.6 +3.0
ANEW ProShares MSCI Transformational Changes ETF 6.4 45 0 7.0 +5.5
RPG Invesco S&P 500 Pure Growth ETF 6.4 35 10 3.6 +2.0
IMCG iShares Morningstar Mid-Cap Growth ETF 6.4 6 39 4.1 +2.5
QQMG Invesco ESG NASDAQ 100 ETF 6.3 20 25 4.6 +3.1
QNXT iShares Nasdaq-100 ex Top 30 ETF 6.2 20 25 4.5 +2.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 6.2 65 -20 3.0 +1.4
FDCF Fidelity Disruptive Communications ETF 6.2 50 -5 3.3 +1.7
VXF Vanguard Extended Market ETF 6.1 6 39 4.5 +2.9
BRIF FIS Bright Portfolios Focused Equity ETF 6.1 65 -20 4.9 +3.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 6.0 50 -5 4.3 +2.8
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 6.0 30 15 7.0 +5.4
LQPE PEO AlphaQuest Thematic PE ETF 6.0 125 -80 6.9 +5.3
CAML Congress Large Cap Growth ETF 5.9 66 -21 3.4 +1.8
RJMG FT Raymond James Multicap Growth Equity ETF 5.9 85 -40 2.6 +1.0
RNSC Furst Trust Small Cap US Equity Select ETF 5.9 60 -15 6.7 +5.1
SRHQ SRH U.S. Quality ETF 5.9 35 10 7.6 +6.0
IGPT Invesco AI and Next Gen Software ETF 5.8 60 -15 4.9 +3.3
KOMP SPDR S&P Kensho New Economies Composite ETF 5.8 20 25 3.7 +2.1
ITEQ BlueStar Israel Technology ETF 5.8 75 -30 2.1 +0.5
CHAT Roundhill Generative AI & Technology ETF 5.8 75 -30 14.8 +13.2
GRNY Fundstrat Granny Shots US Large Cap ETF 5.8 75 -30 3.7 +2.1
ISRA VanEck Israel ETF 5.7 59 -14 7.8 +6.2
IZRL ARK Israel Innovative Technology ETF 5.7 49 -4 1.4 -0.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 5.6 15 30 5.7 +4.1
SCHG Schwab U.S. Large-Cap Growth ETF 5.6 4 41 4.4 +2.8
QQQ Invesco QQQ Trust Series I 5.5 20 25 4.6 +3.0
TOGA Tremblant Global ETF 5.5 69 -24 2.5 +0.9
TAX Cambria Tax Aware ETF 5.5 49 -4 5.4 +3.8
QQQM Invesco NASDAQ 100 ETF 5.4 15 30 4.6 +3.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 5.3 15 30 5.8 +4.3
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 5.3 39 6 4.1 +2.5
BUYZ Franklin Disruptive Commerce ETF 5.3 50 -5 2.6 +1.0
JGRO JPMorgan Active Growth ETF 5.3 44 1 3.9 +2.3
MGK Vanguard Mega Cap Growth ETF 5.3 7 38 4.5 +2.9
ISCG iShares Morningstar Small-Cap Growth ETF 5.2 6 39 2.7 +1.2
SMLF iShares U.S. SmallCap Equity Factor ETF 5.2 15 30 6.0 +4.4
CGGR Capital Group Growth ETF 5.2 39 6 3.7 +2.1
EGUS iShares ESG Aware MSCI USA Growth ETF 5.1 18 27 4.5 +2.9
JMOM JPMorgan U.S. Momentum Factor ETF 5.1 12 33 4.8 +3.2
RBLD First Trust Alerian US NextGen Infrastructure ETF 5.0 65 -20 5.9 +4.3
FINX Global X FinTech ETF 5.0 68 -23 2.6 +1.1
VUG Vanguard Growth ETF 4.9 4 41 4.3 +2.7
ILCG iShares Morningstar Growth ETF 4.9 4 41 4.1 +2.5
USRD Themes US R&D Champions ETF 4.9 29 16 5.6 +4.0
QTUM Defiance Quantum ETF 4.9 40 5 7.7 +6.1
SFYX SoFi Next 500 ETF 4.9 0 45 3.6 +2.0
IWF iShares Russell 1000 Growth ETF 4.9 19 26 4.8 +3.2
MOAT VanEck Morningstar Wide Moat ETF 4.9 46 -1 6.0 +4.4
VONG Vanguard Russell 1000 Growth ETF 4.9 8 37 4.9 +3.3
PTL Inspire 500 ETF 4.9 9 36 5.4 +3.8
SMOT VanEck Morningstar SMID Moat ETF 4.8 49 -4 7.1 +5.5
DANA Dana Unconstrained Equity ETF 4.8 50 -5 2.8 +1.2
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 4.7 49 -4 4.3 +2.7
USXF iShares ESG Advanced MSCI USA ETF 4.7 10 35 4.9 +3.3
CVAR Cultivar ETF 4.7 87 -42 6.1 +4.5
TMFC Motley Fool 100 Index ETF 4.7 50 -5 4.1 +2.5
FTGS First Trust Growth Strength ETF 4.7 60 -15 5.6 +4.0
BKWO BNY Mellon Women's Opportunities ETF 4.6 50 -5 4.0 +2.4
FYC First Trust Small Cap Growth AlphaDEX Fund 4.6 71 -26 1.1 -0.5
GLBL Pacer MSCI World Industry Advantage ETF 4.6 65 -20 5.0 +3.4
MVPA Miller Value Partners Appreciation ETF 4.6 60 -15 8.4 +6.8
SFY SoFi Select 500 ETF 4.6 0 45 4.8 +3.2
QMOM Alpha Architect U.S. Quantitative Momentum ETF 4.6 39 6 3.8 +2.2
SUSA iShares MSCI USA ESG Select ETF 4.6 25 20 5.0 +3.4
SPMV Invesco S&P 500 Minimum Variance ETF 4.5 10 35 4.9 +3.3
FFOG Franklin Focused Growth ETF 4.5 61 -16 2.8 +1.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 4.5 9 36 5.0 +3.4
LRND IQ U.S. Large Cap R&D Leaders ETF 4.5 14 31 6.7 +5.1
TMFS Motley Fool Small-Cap Growth ETF 4.5 85 -40 3.1 +1.5
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 4.4 75 -30 4.5 +2.9
CSMD Congress SMid Growth ETF 4.4 69 -24 4.2 +2.6
FDWM Fidelity Women's Leadership ETF 4.4 59 -14 3.2 +1.6
NANC Unusual Whales Subversive Democratic Trading ETF 4.4 75 -30 4.2 +2.6
SHE SPDR MSCI USA Gender Diversity ETF 4.4 20 25 5.2 +3.6
XMAG Defiance Large Cap ex-Mag 7 ETF 4.4 35 10 4.6 +3.0
IDAT iShares Future Cloud 5G and Tech ETF 4.4 47 -2 4.8 +3.2
HAPI Harbor Human Capital Factor US Large Cap ETF 4.4 36 9 5.1 +3.6
EIS iShares MSCI Israel ETF 4.3 58 -13 8.6 +7.0
RFG Invesco S&P Midcap 400 Pure Growth ETF 4.3 35 10 5.8 +4.2
JOET Virtus Terranova US Quality Momentum ETF 4.3 29 16 5.0 +3.4
SIXG Defiance Connective Technologies ETF 4.3 30 15 4.5 +2.9
GQQQ Astoria US Quality Growth Kings ETF 4.3 35 10 5.6 +4.0
HAPS Harbor Human Capital Factor US Small Cap ETF 4.2 60 -15 4.4 +2.8
IWO iShares Russell 2000 Growth ETF 4.2 24 21 1.5 -0.1
LIVR Intelligent Livermore ETF 4.2 69 -24 8.2 +6.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.2 18 27 4.9 +3.3
IWR iShares Russell Midcap ETF 4.2 19 26 5.8 +4.2
VTWG Vanguard Russell 2000 Growth ETF 4.2 15 30 1.5 -0.1
STXM Strive Mid-Cap ETF 4.2 18 27 3.6 +2.0
QTOP iShares Nasdaq Top 30 Stocks ETF 4.2 20 25 4.8 +3.2
GINN Goldman Sachs Innovate Equity ETF 4.1 52 -7 4.4 +2.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 4.1 7 38 5.2 +3.7
BOTZ Global X Robotics & Artificial Intelligence ETF 4.1 69 -24 2.6 +1.0
IVW iShares S&P 500 Growth ETF 4.1 18 27 4.5 +2.9
VOOG Vanguard S&P 500 Growth ETF 4.1 10 35 4.6 +3.0
SPYG SPDR Portfolio S&P 500 Growth ETF 4.1 4 41 4.7 +3.1
SIZE iShares MSCI USA Size Factor ETF 4.1 15 30 5.8 +4.2
NULC Nuveen ESG Large-Cap ETF 4.1 21 24 5.0 +3.5
IUSG iShares Core S&P U.S. Growth ETF 4.0 4 41 4.7 +3.1
STXG Strive 1000 Growth ETF 4.0 18 27 4.2 +2.6
LOUP Innovator Deepwater Frontier Tech ETF 4.0 70 -25 1.8 +0.2
USCL iShares Climate Conscious & Transition MSCI USA ETF 4.0 8 37 5.3 +3.7
JCTR JPMorgan Carbon Transition U.S. Equity ETF 4.0 15 30 4.3 +2.7
DEMZ Democratic Large Cap Core ETF 4.0 45 0 4.6 +3.0
MODL VictoryShares WestEnd U.S. Sector ETF 4.0 42 3 5.0 +3.4
VUSE Vident U.S. Equity Strategy ETF 3.9 50 -5 4.8 +3.3
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 3.9 65 -20 4.1 +2.5
FIVG Defiance Next Gen Connectivity ETF 3.9 30 15 5.6 +4.0
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 3.9 10 35 5.3 +3.7
VFQY Vanguard U.S. Quality Factor ETF 3.9 13 32 6.6 +5.0
PRAY FIS Christian Stock Fund 3.8 69 -24 5.5 +3.9
IJK iShares S&P Mid-Cap 400 Growth ETF 3.8 17 28 6.0 +4.4
KRMA Global X Conscious Companies ETF 3.8 43 2 6.1 +4.5
FNX First Trust Mid Cap Core AlphaDEX Fund 3.8 60 -15 8.2 +6.6
SFYF SoFi Social 50 ETF 3.8 29 16 0.0 -1.6
FELG Fidelity Enhanced Large Cap Growth ETF 3.8 18 27 5.2 +3.6
SUSL iShares ESG MSCI USA Leaders ETF 3.7 10 35 5.3 +3.7
MDYG SPDR S&P 400 Mid Cap Growth ETF 3.7 15 30 6.0 +4.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.7 15 30 6.0 +4.4
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 3.6 59 -14 6.1 +4.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.6 4 41 6.1 +4.5
JSTC Adasina Social Justice All Cap Global ETF 3.6 89 -44 4.5 +2.9
VO Vanguard Mid-Cap ETF 3.6 4 41 5.6 +4.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 3.6 14 31 5.2 +3.6
BUZZ VanEck Social Sentiment ETF 3.6 75 -30 -1.3 -2.8
IWY iShares Russell Top 200 Growth ETF 3.6 20 25 4.9 +3.3
EUSA iShares MSCI USA Equal Weighted ETF 3.6 9 36 6.0 +4.4
HLAL Wahed FTSE USA Shariah ETF 3.6 50 -5 5.2 +3.6
XMHQ Invesco S&P MidCap Quality ETF 3.5 25 20 7.1 +5.5
LST Leuthold Select Industries ETF 3.5 91 -46 6.1 +4.5
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 3.5 40 5 6.2 +4.7
LRGF iShares U.S. Equity Factor ETF 3.5 8 37 5.8 +4.2
ESGV Vanguard ESG U.S. Stock ETF 3.5 9 36 5.0 +3.4
FESM Fidelity Enhanced Small Cap ETF 3.5 28 17 3.8 +2.3
FQAL Fidelity Quality Factor ETF 3.4 15 30 5.9 +4.3
BFOR ALPS Barron's 400 ETF 3.4 65 -20 6.2 +4.6
VB Vanguard Small-Cap ETF 3.4 5 40 5.7 +4.1
HLGE Hartford Longevity Economy ETF 3.4 44 1 5.5 +4.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 3.4 30 15 5.0 +3.4
FDFF Fidelity Disruptive Finance ETF 3.4 50 -5 4.1 +2.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 3.3 10 35 4.2 +2.6
IMCB iShares Morningstar Mid-Cap ETF 3.3 4 41 6.0 +4.4
LCF Touchstone US Large Cap Focused ETF 3.3 69 -24 4.6 +3.0
JVAL JPMorgan U.S. Value Factor ETF 3.3 12 33 8.5 +7.0
ONEQ Fidelity Nasdaq Composite Index ETF 3.3 21 24 4.3 +2.7
DSI iShares MSCI KLD 400 Social ETF 3.3 25 20 5.2 +3.6
IQM Franklin Intelligent Machines ETF 3.3 50 -5 2.6 +1.0
FELC Fidelity Enhanced Large Cap Core ETF 3.3 18 27 5.6 +4.0
GURU Global X Guru Index ETF 3.3 75 -30 4.2 +2.6
SPHQ Invesco S&P 500 Quality ETF 3.3 15 30 5.3 +3.7
LOWV AB US Low Volatility Equity ETF 3.3 48 -3 5.3 +3.7
ESGU iShares ESG Aware MSCI USA ETF 3.2 15 30 5.1 +3.5
LEGR First Trust Indxx Innovative Transaction & Process ETF 3.2 65 -20 8.6 +7.0
BKSE BNY Mellon US Small Cap Core Equity ETF 3.2 4 41 5.9 +4.3
PTEC Global X PropTech ETF 3.2 50 -5 2.5 +0.9
MBCC Monarch Blue Chips Core ETF 3.2 125 -80 3.5 +1.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3.2 9 36 4.0 +2.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.1 9 36 6.1 +4.5
PSC Principal U.S. Small-Cap ETF 3.1 38 7 6.9 +5.3
FUNL CornerCap Fundametrics Large-Cap ETF 3.1 50 -5 7.3 +5.7
GVIP Goldman Sachs Hedge Industry VIP ETF 3.1 45 0 3.8 +2.2
FLQS Franklin U.S. Small Cap Multifactor Index ETF 3.1 35 10 6.9 +5.3
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.1 65 -20 5.0 +3.4
BUL Pacer US Cash Cows Growth ETF 3.1 60 -15 6.7 +5.2
SMAP Amplify Small-Mid Cap Equity ETF 3.1 60 -15 1.3 -0.3
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 3.1 60 -15 5.3 +3.7
PBUS Invesco MSCI USA ETF 3.0 4 41 5.2 +3.6
FEX First Trust Large Cap Core AlphaDEX Fund 3.0 59 -14 6.5 +4.9
GGME Invesco Next Gen Media and Gaming ETF 3.0 60 -15 5.0 +3.4
METV Roundhill Ball Metaverse ETF 3.0 59 -14 8.2 +6.7
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 3.0 55 -10 5.2 +3.6
USSE Segall Bryant & Hamill Select Equity ETF 3.0 65 -20 4.4 +2.8
SCHM Schwab U.S. Mid-Cap ETF 3.0 4 41 6.7 +5.1
KLMN Invesco MSCI North America Climate ETF 3.0 9 36 5.3 +3.7
CVLC Calvert US Large-Cap Core Responsible Index ETF 3.0 15 30 5.1 +3.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.9 11 34 5.2 +3.6
AZTD Aztlan Global Stock Selection DM SMID ETF 2.9 75 -30 8.4 +6.9
DFUS Dimensional U.S. Equity ETF 2.9 9 36 5.3 +3.7
BKLC BNY Mellon US Large Cap Core Equity ETF 2.9 0 45 5.3 +3.7
ISHP First Trust Nasdaq Retail ETF 2.9 60 -15 5.5 +3.9
RND First Trust Bloomberg R&D Leaders ETF 2.9 60 -15 3.0 +1.4
RVRB Reverb ETF 2.9 30 15 3.7 +2.2
NIXT Research Affiliates Deletions ETF 2.9 9 36 3.8 +2.2
DSTL Distillate US Fundamental Stability & Value ETF 2.9 39 6 8.3 +6.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.9 2 43 5.3 +3.7
JPEF JPMorgan Equity Focus ETF 2.9 50 -5 4.5 +2.9
IYY iShares Dow Jones U.S. ETF 2.9 20 25 5.1 +3.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.9 7 38 5.2 +3.6
VOTE TCW Transform 500 ETF 2.9 5 40 5.2 +3.7
INRO iShares U.S. Industry Rotation Active ETF 2.9 42 3 4.1 +2.5
ONEO SPDR Russell 1000 Momentum Focus ETF 2.9 20 25 6.8 +5.2
TMFG Motley Fool Global Opportunities ETF 2.9 85 -40 3.5 +2.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.8 3 42 5.2 +3.6
IWB iShares Russell 1000 ETF 2.8 15 30 5.2 +3.6
STRV Strive 500 ETF 2.8 5 40 5.2 +3.6
VONE Vanguard Russell 1000 ETF 2.8 8 37 5.3 +3.7
ILCB iShares Morningstar U.S. Equity ETF 2.8 3 42 5.2 +3.7
SCHX Schwab U.S. Large-Cap ETF 2.8 3 42 5.3 +3.8
VTI Vanguard Total Stock Market ETF 2.8 3 42 5.2 +3.6
ARKQ ARK Autonomous Technology & Robotics ETF 2.8 75 -30 0.2 -1.4
IWV iShares Russell 3000 ETF 2.8 20 25 5.0 +3.5
FFND Future Fund Active ETF 2.8 100 -55 4.7 +3.1
VTHR Vanguard Russell 3000 ETF 2.8 10 35 5.2 +3.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 2.8 20 25 7.8 +6.2
SCHK Schwab 1000 Index ETF 2.8 5 40 5.3 +3.8
PSET Principal Quality ETF 2.8 15 30 5.7 +4.1
SPGP Invesco S&P 500 GARP ETF 2.8 34 11 9.6 +8.0
OALC OneAscent Large Cap Core ETF 2.8 86 -41 4.6 +3.0
TMFM Motley Fool Mid-Cap Growth ETF 2.8 85 -40 3.7 +2.1
VV Vanguard Large-Cap ETF 2.8 4 41 5.2 +3.6
BWEB Bitwise Web3 ETF 2.8 85 -40 0.1 -1.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.8 39 6 4.0 +2.4
SCHB Schwab U.S. Broad Market ETF 2.8 3 42 5.3 +3.7
NZUS SPDR MSCI USA Climate Paris Aligned ETF 2.7 10 35 3.3 +1.7
ISCB iShares Morningstar Small-Cap ETF 2.7 4 41 5.6 +4.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.7 75 -30 3.7 +2.1
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.7 61 -16 1.4 -0.2
KRUZ Unusual Whales Subversive Republican Trading ETF 2.7 75 -30 6.0 +4.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 2.7 75 -30 7.6 +6.0
GGRW Gabelli Growth Innovators ETF 2.7 90 -45 2.6 +1.0
ADME Aptus Drawdown Managed Equity ETF 2.7 79 -34 4.3 +2.7
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.7 75 -30 3.5 +1.9
STXK Strive Small-Cap ETF 2.7 18 27 5.5 +3.9
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.7 45 0 4.9 +3.3
SPXV ProShares S&P 500 Ex-Health Care ETF 2.6 9 36 4.4 +2.8
SPXN ProShares S&P 500 Ex-Financials ETF 2.6 9 36 5.0 +3.4
MGC Vanguard Mega Cap ETF 2.6 7 38 5.1 +3.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.6 32 13 5.2 +3.6
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.6 17 28 5.7 +4.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.6 10 35 5.4 +3.8
VFMO Vanguard U.S. Momentum Factor ETF 2.6 13 32 3.4 +1.8
ACVF American Conservative Values ETF 2.6 75 -30 4.5 +2.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.5 7 38 6.2 +4.6
PKW Invesco Buyback Achievers ETF 2.5 62 -17 8.0 +6.4
APUE ActivePassive U.S. Equity ETF 2.5 45 0 4.9 +3.3
KOKU Xtrackers MSCI Kokusai Equity ETF 2.5 9 36 5.5 +3.9
IBUY Amplify Online Retail ETF 2.5 65 -20 3.7 +2.1
DFSU Dimensional US Sustainability Core 1 ETF 2.5 18 27 5.8 +4.2
XVV iShares ESG Screened S&P 500 ETF 2.5 8 37 5.1 +3.6
USMV iShares MSCI USA Min Vol Factor ETF 2.5 15 30 5.5 +3.9
RSSL Global X Russell 2000 ETF 2.5 8 37 3.6 +2.0
RECS Columbia Research Enhanced Core ETF 2.5 15 30 6.2 +4.6
TOK iShares MSCI Kokusai ETF 2.4 26 19 5.2 +3.6
SPXE ProShares S&P 500 Ex-Energy ETF 2.4 9 36 4.7 +3.1
IWL iShares Russell Top 200 ETF 2.4 15 30 5.1 +3.5
WCEO Hypatia Women CEO ETF 2.4 85 -40 -1.3 -2.9
IJT iShares S&P Small-Cap 600 Growth ETF 2.4 18 27 5.1 +3.5
FMET Fidelity Metaverse ETF 2.4 39 6 5.1 +3.5
FSST Fidelity Sustainable U.S. Equity ETF 2.4 59 -14 4.4 +2.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.4 25 20 5.9 +4.3
FBCG Fidelity Blue Chip Growth ETF 2.4 59 -14 3.4 +1.8
IVV iShares Core S&P 500 ETF 2.4 3 42 5.3 +3.7
VOO Vanguard S&P 500 ETF 2.4 3 42 5.3 +3.7
SPLG SPDR Portfolio S&P 500 ETF 2.4 2 43 5.3 +3.8
SPY SPDR S&P 500 ETF Trust 2.4 9 36 5.2 +3.6
EQWL Invesco S&P 100 Equal Weight ETF 2.4 25 20 6.2 +4.6
CATH Global X S&P 500 Catholic Values Custom ETF 2.4 29 16 5.1 +3.5
FSMD Fidelity Small-Mid Multifactor ETF 2.4 15 30 7.0 +5.4
HDUS Hartford Disciplined US Equity ETF 2.3 19 26 5.9 +4.3
JHMM John Hancock Multifactor Mid Cap ETF 2.3 42 3 6.5 +4.9
SNPG Xtrackers S&P 500 Growth ESG ETF 2.3 15 30 4.5 +2.9
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.3 20 25 5.0 +3.5
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.3 3 42 5.5 +3.9
EZM WisdomTree U.S. MidCap Fund 2.3 38 7 9.3 +7.7
URTH iShares MSCI World ETF 2.3 24 21 5.5 +3.9
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.3 15 30 5.3 +3.7
SLYG SPDR S&P 600 Small Cap Growth ETF 2.3 15 30 5.1 +3.5
XJH iShares ESG Screened S&P Mid-Cap ETF 2.3 12 33 7.0 +5.4
FCPI Fidelity Stocks for Inflation ETF 2.3 15 30 7.8 +6.2
KOCG FIS Knights of Columbus Global Belief ETF 2.3 75 -30 5.4 +3.8
JHML John Hancock Multifactor Large Cap ETF 2.3 29 16 5.6 +4.0
FVAL Fidelity Value Factor ETF 2.3 15 30 7.3 +5.7
VALQ American Century U.S. Quality Value ETF 2.3 29 16 7.6 +6.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.3 20 25 5.3 +3.7
RSPN Invesco S&P 500 Equal Weight Industrials ETF 2.2 40 5 5.3 +3.7
MDY SPDR S&P Midcap 400 ETF Trust 2.2 24 21 7.2 +5.6
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.2 12 33 4.5 +2.9
IJH iShares Core S&P Mid-Cap ETF 2.2 5 40 7.4 +5.8
DFAU Dimensional US Core Equity Market ETF 2.2 12 33 5.5 +3.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.2 29 16 4.8 +3.2
FELV Fidelity Enhanced Large Cap Value ETF 2.2 18 27 6.8 +5.2
IWM iShares Russell 2000 ETF 2.2 19 26 3.6 +2.1
WRND IQ Global Equity R&D Leaders ETF 2.2 18 27 7.9 +6.3
NUSC Nuveen ESG Small-Cap ETF 2.2 31 14 5.3 +3.7
ARKX ARK Space Exploration & Innovation ETF 2.2 75 -30 -0.3 -1.9
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 2.2 3 42 7.4 +5.8
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.2 52 -7 5.6 +4.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.2 58 -13 5.6 +4.0
IVOO Vanguard S&P Mid-Cap 400 ETF 2.1 10 35 7.3 +5.7
VTWO Vanguard Russell 2000 ETF 2.1 10 35 3.8 +2.2
DFAS Dimensional U.S. Small Cap ETF 2.1 26 19 6.9 +5.3
FDNI First Trust Dow Jones International Internet ETF 2.1 65 -20 19.5 +17.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.1 9 36 5.6 +4.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.1 24 21 7.6 +6.0
SFLO VictoryShares Small Cap Free Cash Flow ETF 2.1 49 -4 12.7 +11.1
WLDR Affinity World Leaders Equity ETF 2.1 67 -22 8.3 +6.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.1 20 25 5.5 +3.9
QUAL iShares MSCI USA Quality Factor ETF 2.1 15 30 5.3 +3.7
ACWI iShares MSCI ACWI ETF 2.1 32 13 6.0 +4.4
AIS VistaShares Artificial Intelligence Supercycle ETF 2.1 75 -30 4.6 +3.0
EQAL Invesco Russell 1000 Equal Weight ETF 2.0 20 25 6.6 +5.0
FDMO Fidelity Momentum Factor ETF 2.0 15 30 4.1 +2.5
QUS SPDR MSCI USA StrategicFactors ETF 2.0 15 30 5.8 +4.2
KLMT Invesco MSCI Global Climate 500 ETF 2.0 10 35 6.1 +4.5
RAYD Rayliant Quantitative Developed Market Equity ETF 2.0 80 -35 4.7 +3.1
FDLS Inspire Fidelis Multi Factor ETF 2.0 76 -31 5.8 +4.2
PDP Invesco Dorsey Wright Momentum ETF 2.0 62 -17 3.6 +2.0
FYX First Trust Small Cap Core AlphaDEX Fund 2.0 61 -16 5.9 +4.3
EPS WisdomTree U.S. LargeCap Fund 2.0 8 37 6.1 +4.5
LRGC AB US Large Cap Strategic Equities ETF 2.0 48 -3 4.8 +3.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.9 15 30 7.3 +5.7
WTV WisdomTree US Value Fund of Benef Interest 1.9 12 33 9.5 +7.9
VT Vanguard Total World Stock ETF 1.9 7 38 6.3 +4.7
DTAN Sparkline International Intangible Value ETF 1.9 55 -10 7.2 +5.6
SCHA Schwab U.S. Small-Cap ETF 1.9 4 41 5.3 +3.7
JEPI JPMorgan Equity Premium Income ETF 1.9 35 10 5.4 +3.8
RSP Invesco S&P 500 Equal Weight ETF 1.8 20 25 6.3 +4.8
ROE Astoria US Quality Kings ETF 1.8 49 -4 7.0 +5.4
ROBO ROBO Global Robotics & Automation Index ETF 1.8 95 -50 4.0 +2.4
AFMC First Trust Active Factor Mid Cap ETF 1.8 65 -20 8.2 +6.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.8 9 36 6.1 +4.5
RFFC ALPS Active Equity Opportunity ETF 1.8 48 -3 4.5 +3.0
GLOF iShares Global Equity Factor ETF 1.8 20 25 6.8 +5.2
CFA VictoryShares US 500 Volatility Wtd ETF 1.8 35 10 6.1 +4.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.8 20 25 6.0 +4.4
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.8 15 30 4.7 +3.1
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.8 60 -15 2.1 +0.5
DGT SPDR Global Dow ETF 1.8 50 -5 7.5 +5.9
LCLG Logan Capital Broad Innovative Growth ETF 1.8 99 -54 4.6 +3.0
NACP Impact Shares NAACP Minority Empowerment ETF 1.8 49 -4 4.9 +3.4
FDHT Fidelity Digital Health ETF 1.8 39 6 1.9 +0.3
GDOC Goldman Sachs Future Health Care Equity ETF 1.8 75 -30 2.7 +1.1
FMED Fidelity Disruptive Medicine ETF 1.8 50 -5 -1.1 -2.7
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 1.8 65 -20 2.3 +0.7
MOTG VanEck Morningstar Global Wide Moat ETF 1.8 52 -7 6.7 +5.1
IHF iShares U.S. Healthcare Providers ETF 1.8 40 5 7.0 +5.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.8 40 5 6.0 +4.4
BOUT Innovator IBD Breakout Opportunities ETF 1.7 81 -36 4.8 +3.2
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 1.7 61 -16 7.1 +5.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.7 12 33 5.1 +3.6
SHUS Syntax Stratified U.S. Total Market Hedged ETF 1.7 65 -20 5.4 +3.8
SSPY Syntax Stratified LargeCap ETF 1.7 30 15 6.6 +5.0
QVML Invesco S&P 500 QVM Multi-factor ETF 1.7 11 34 5.4 +3.8
DCOR Dimensional US Core Equity 1 ETF 1.7 14 31 5.8 +4.3
SDEP SFP Core Equity Strategy 1.7 10 35 2.8 +1.2
CWS AdvisorShares Focused Equity ETF 1.7 84 -39 4.9 +3.3
KONG Formidable Fortress ETF 1.7 89 -44 5.7 +4.1
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 1.7 75 -30 -0.5 -2.0
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 1.7 15 30 7.3 +5.7
ARVR First Trust Indxx Metaverse ETF 1.7 70 -25 5.9 +4.3
CZAR Themes Natural Monopoly ETF 1.7 35 10 2.8 +1.2
BEEX BeeHive ETF 1.7 84 -39 4.7 +3.1
FNDA Schwab Fundamental US Small Co. Index ETF 1.7 25 20 6.6 +5.0
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.7 39 6 5.4 +3.8
JSML Janus Henderson Small Cap Growth Alpha ETF 1.7 30 15 8.6 +7.0
BIBL Inspire 100 ETF 1.6 35 10 4.7 +3.1
AFSM First Trust Active Factor Small Cap ETF 1.6 75 -30 7.0 +5.4
FLRG Fidelity U.S. Multifactor ETF 1.6 15 30 7.1 +5.5
XLG Invesco S&P 500 Top 50 ETF 1.6 20 25 5.1 +3.5
EVUS iShares ESG Aware MSCI USA Value ETF 1.6 18 27 6.0 +4.4
AVUS Avantis U.S. Equity ETF 1.6 15 30 6.3 +4.7
SNPE Xtrackers S&P 500 ESG ETF 1.6 10 35 5.4 +3.8
SMMD iShares Russell 2500 ETF 1.6 15 30 6.2 +4.6
ESGG FlexShares STOXX Global ESG Select Index Fund 1.6 42 3 5.4 +3.8
COWS Amplify Cash Flow Dividend Leaders ETF 1.6 0 45 12.7 +11.1
ESIX SPDR S&P SmallCap 600 ESG ETF 1.6 12 33 5.9 +4.3
GSFP Goldman Sachs Future Planet Equity ETF 1.6 75 -30 4.8 +3.2
CCSO Carbon Collective Climate Solutions US Equity ETF 1.6 35 10 1.9 +0.3
SAGP Strategas Global Policy Opportunities ETF 1.6 65 -20 5.3 +3.7
QLC FlexShares US Quality Large Cap Index Fund 1.6 25 20 5.9 +4.3
NBCC Neuberger Berman Next Generation Connected Consumer ETF 1.6 56 -11 2.6 +1.0
OEF iShares S&P 100 ETF 1.5 20 25 5.1 +3.5
USCF Themes US Cash Flow Champions ETF 1.5 29 16 6.6 +5.1
BITQ Bitwise Crypto Industry Innovators ETF 1.5 85 -40 -2.8 -4.4
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.5 80 -35 6.9 +5.3
BPAY BlackRock Future Financial and Technology ETF 1.5 70 -25 7.5 +5.9
MILN Global X Millennial Consumer ETF 1.5 50 -5 3.1 +1.5
STCE Schwab Crypto Thematic ETF 1.5 30 15 1.8 +0.2
IBLC iShares Blockchain and Tech ETF 1.5 47 -2 -4.1 -5.7
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 1.5 68 -23 2.7 +1.1
BLOK Amplify Transformational Data Sharing ETF 1.5 75 -30 0.4 -1.2
SMRI Bushido Capital US Equity ETF 1.5 71 -26 9.9 +8.3
LYLD Cambria Large Cap Shareholder Yield ETF 1.5 59 -14 9.8 +8.2
DFAC Dimensional U.S. Core Equity 2 ETF 1.5 17 28 6.0 +4.4
ARKG ARK Genomic Revolution ETF 1.5 75 -30 -10.8 -12.4
MTUM iShares MSCI USA Momentum Factor ETF 1.5 15 30 3.9 +2.3
USMC Principal U.S. Mega-Cap ETF 1.5 12 33 5.0 +3.4
QLTY GMO U.S. Quality ETF 1.5 50 -5 5.0 +3.4
EDOW First Trust Dow 30 Equal Weight ETF 1.5 50 -5 5.3 +3.7
BGRO iShares Large Cap Growth Active ETF 1.5 55 -10 3.3 +1.7
DIA SPDR Dow Jones Industrial Average ETF Trust 1.5 16 29 5.7 +4.1
SWP SWP Growth & Income ETF 1.5 99 -54 4.6 +3.0
FLDZ RiverNorth Patriot ETF 1.5 75 -30 5.9 +4.4
DEUS Xtrackers Russell US Multifactor ETF 1.5 17 28 6.9 +5.3
FXH First Trust Health Care AlphaDEX Fund 1.5 62 -17 7.9 +6.4
EMOT First Trust S&P 500 Economic Moat ETF 1.5 60 -15 6.5 +4.9
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.5 60 -15 6.4 +4.8
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 1.5 41 4 2.8 +1.2
VNSE Natixis Vaughan Nelson Select ETF 1.5 80 -35 5.3 +3.8
POWA Invesco Bloomberg Pricing Power ETF 1.5 40 5 5.3 +3.8
BEEZ Honeytree U.S. Equity ETF 1.5 64 -19 3.5 +1.9
REVS Columbia Research Enhanced Value ETF 1.5 19 26 7.6 +6.0
GDIV Harbor Dividend Growth Leaders ETF 1.5 50 -5 5.2 +3.7
EES WisdomTree U.S. SmallCap Fund 1.4 38 7 9.1 +7.5
NULV Nuveen ESG Large-Cap Value ETF 1.4 26 19 6.2 +4.6
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.4 60 -15 4.4 +2.8
TXS Texas Capital Texas Equity Index ETF 1.4 49 -4 5.1 +3.5
PWV Invesco Large Cap Value ETF 1.4 55 -10 7.6 +6.0
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.4 75 -30 5.1 +3.5
AVSU Avantis Responsible U.S. Equity ETF 1.4 15 30 6.4 +4.8
XJR iShares ESG Screened S&P Small-Cap ETF 1.4 12 33 6.6 +5.0
PWB Invesco Large Cap Growth ETF 1.4 56 -11 3.2 +1.6
FDIG Fidelity Crypto Industry and Digital Payments ETF 1.4 39 6 -0.5 -2.1
BBCA JPMorgan BetaBuilders Canada ETF 1.4 19 26 6.9 +5.3
FLCA Franklin FTSE Canada ETF 1.4 9 36 7.0 +5.5
CGXU Capital Group International Focus Equity ETF 1.4 54 -9 5.9 +4.3
EWC iShares MSCI Canada ETF 1.4 50 -5 6.6 +5.0
UMMA Wahed Dow Jones Islamic World ETF 1.4 65 -20 5.3 +3.7
RAFE PIMCO RAFI ESG U.S. ETF 1.4 29 16 7.3 +5.7
FPXE First Trust IPOX Europe Equity Opportunities ETF 1.4 70 -25 4.5 +2.9
FPXI First Trust International Equity Opportunities ETF 1.4 70 -25 3.9 +2.3
GRPM Invesco S&P MidCap 400 GARP ETF 1.4 35 10 9.6 +8.0
JHSC John Hancock Multifactor Small Cap ETF 1.4 42 3 6.9 +5.3
SAMT Strategas Macro Thematic Opportunities ETF 1.4 65 -20 3.5 +1.9
SHLD Global X Defense Tech ETF 1.4 50 -5 3.8 +2.2
TIME Clockwise Core Equity & Innovation ETF 1.4 95 -50 8.1 +6.5
INCE Franklin Income Equity Focus ETF 1.3 29 16 5.6 +4.0
PPA Invesco Aerospace & Defense ETF 1.3 58 -13 3.0 +1.4
VSLU Applied Finance Valuation Large Cap ETF 1.3 49 -4 5.9 +4.3
IUS Invesco RAFI Strategic US ETF 1.3 19 26 7.1 +5.5
IJR iShares Core S&P Small Cap ETF 1.3 6 39 7.3 +5.7
BLES Inspire Global Hope ETF 1.3 61 -16 6.8 +5.3
SIXL ETC 6 Meridian Low Beta Equity ETF 1.3 80 -35 5.7 +4.2
DFUV Dimensional US Marketwide Value ETF 1.3 22 23 8.1 +6.5
IYJ iShares U.S. Industrials ETF 1.3 40 5 4.8 +3.2
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.3 68 -23 2.5 +0.9
VIOO Vanguard S&P Small-Cap 600 ETF 1.2 10 35 7.2 +5.6
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.2 3 42 7.4 +5.8
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.2 7 38 7.4 +5.8
LVOL American Century Low Volatility ETF 1.2 29 16 4.4 +2.8
TTAI FCF International Quality ETF 1.2 59 -14 6.9 +5.3
SYLD Cambria Shareholder Yield ETF 1.2 59 -14 11.9 +10.3
SATO Invesco Alerian Galaxy Crypto Economy ETF 1.2 61 -16 -1.1 -2.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.2 19 26 6.5 +4.9
SIXS ETC 6 Meridian Small Cap Equity ETF 1.2 89 -44 9.4 +7.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.2 15 30 4.3 +2.7
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.1 35 10 3.7 +2.2
RGEF Rockefeller Global Equity ETF 1.1 55 -10 5.2 +3.6
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.1 38 7 6.2 +4.6
DFLV Dimensional US Large Cap Value ETF 1.1 22 23 8.2 +6.6
DUHP Dimensional US High Profitability ETF 1.1 21 24 6.6 +5.0
THRO iShares U.S. Thematic Rotation Active ETF 1.1 90 -45 4.4 +2.8
RSPF Invesco S&P 500 Equal Weight Financials ETF 1.1 40 5 6.9 +5.4
GSPY Gotham Enhanced 500 ETF 1.1 50 -5 5.5 +3.9
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.1 60 -15 4.7 +3.1
SNSR Global X Internet of Things ETF 1.1 68 -23 5.0 +3.4
CGDV Capital Group Dividend Value ETF 1.1 33 12 4.9 +3.3
VFH Vanguard Financials ETF 1.1 10 35 6.6 +5.1
FNCL Fidelity MSCI Financials Index ETF 1.1 8 37 6.6 +5.0
VFMF Vanguard U.S. Multifactor ETF 1.1 18 27 8.5 +6.9
QWLD SPDR MSCI World StrategicFactors ETF 1.0 30 15 5.9 +4.4
XLF Financial Select Sector SPDR Fund 1.0 8 37 6.0 +4.4
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.0 30 15 7.9 +6.3
COWZ Pacer US Cash Cows 100 ETF 1.0 49 -4 9.5 +7.9
SHRY First Trust Bloomberg Shareholder Yield ETF 1.0 60 -15 7.9 +6.3
AFLG First Trust Active Factor Large Cap ETF 0.9 55 -10 6.2 +4.6
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.9 25 20 9.9 +8.3
QINT American Century Quality Diversified International ETF 0.9 39 6 7.6 +6.0
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.9 29 16 7.4 +5.8
CGUS Capital Group Core Equity ETF 0.9 33 12 4.6 +3.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.9 15 30 7.3 +5.7
CGGO Capital Group Global Growth Equity ETF 0.9 47 -2 5.0 +3.4
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.9 20 25 6.7 +5.1
JIG JPMorgan International Growth ETF 0.9 55 -10 4.8 +3.2
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.9 35 10 4.7 +3.1
SOCL Global X Social Media ETF 0.8 65 -20 12.9 +11.3
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.8 42 3 5.5 +3.9
ROUS Hartford Multifactor US Equity ETF 0.8 19 26 7.2 +5.6
NUMV Nuveen ESG Mid-Cap Value ETF 0.8 31 14 6.4 +4.8
RFV Invesco S&P Midcap 400 Pure Value ETF 0.8 35 10 14.1 +12.5
VFMV Vanguard U.S. Minimum Volatility ETF 0.8 13 32 5.5 +3.9
STXI Strive International Developed Markets ETF 0.8 29 16 5.9 +4.4
BKIE BNY Mellon International Equity ETF 0.7 4 41 7.3 +5.7
FLQL Franklin LibertyQ U.S. Equity ETF 0.7 15 30 5.7 +4.1
VLU SPDR S&P 1500 Value Tilt ETF 0.7 12 33 7.2 +5.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.7 29 16 6.4 +4.9
MAGA Point Bridge America First ETF 0.7 72 -27 6.5 +4.9
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.7 25 20 7.5 +5.9
MVAL VanEck Morningstar Wide Moat Value ETF 0.7 49 -4 6.8 +5.2
XSLV Invesco S&P SmallCap Low Volatility ETF 0.7 25 20 5.4 +3.8
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.7 20 25 5.3 +3.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.7 79 -34 5.2 +3.6
IDEV iShares Core MSCI International Developed Markets ETF 0.7 4 41 7.4 +5.8
IWX iShares Russell Top 200 Value ETF 0.7 20 25 6.4 +4.9
TPSC Timothy Plan US Small Cap Core ETF 0.7 52 -7 7.2 +5.6
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.7 12 33 6.2 +4.6
IVE iShares S&P 500 Value ETF 0.6 18 27 6.2 +4.6
VOOV Vanguard S&P 500 Value ETF 0.6 10 35 6.3 +4.7
IUSV iShares Core S&P US Value ETF 0.6 4 41 6.5 +4.9
SPYV SPDR Portfolio S&P 500 Value ETF 0.6 4 41 6.4 +4.8
IYH iShares U.S. Healthcare ETF 0.6 40 5 6.4 +4.8
IJJ iShares S&P Mid-Cap 400 Value ETF 0.6 18 27 8.6 +7.1
PRF Invesco FTSE RAFI US 1000 ETF 0.6 39 6 7.0 +5.4
SPDW SPDR Portfolio Developed World ex-US ETF 0.6 3 42 7.5 +5.9
MDYV SPDR S&P 400 Mid Cap Value ETF 0.6 15 30 8.7 +7.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.6 15 30 8.7 +7.1
IWD iShares Russell 1000 Value ETF 0.6 19 26 6.5 +4.9
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.6 25 20 7.8 +6.2
VONV Vanguard Russell 1000 Value ETF 0.6 8 37 6.6 +5.0
FHLC Fidelity MSCI Health Care Index ETF 0.6 8 37 5.9 +4.3
GVUS Marketbeta Russell 1000 Value Equity ETF 0.6 12 33 6.5 +5.0
ILCV iShares Morningstar Value ETF 0.6 4 41 6.7 +5.1
RWL Invesco S&P 500 Revenue ETF 0.6 39 6 7.0 +5.4
FNDB Schwab Fundamental US Broad Market Index ETF 0.6 25 20 7.3 +5.7
VHT Vanguard Health Care ETF 0.6 10 35 5.7 +4.2
IXG iShares Global Financials ETF 0.6 42 3 7.2 +5.7
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 0.6 15 30 6.4 +4.8
QQQS Invesco NASDAQ Future Gen 200 ETF 0.6 20 25 -9.4 -11.0
GVLU Gotham 1000 Value ETF 0.6 50 -5 9.1 +7.5
VFVA Vanguard U.S. Value Factor ETF 0.6 13 32 11.7 +10.1
DFVX Dimensional US Large Cap Vector ETF 0.6 22 23 6.6 +5.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.5 60 -15 6.3 +4.7
ACWX iShares MSCI ACWI ex U.S. ETF 0.5 34 11 8.1 +6.6
FIDU Fidelity MSCI Industrial Index ETF 0.5 8 37 4.9 +3.3
IEDI iShares U.S. Consumer Focused ETF 0.5 18 27 5.3 +3.7
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.5 41 4 7.1 +5.5
SCHF Schwab International Equity ETF 0.5 6 39 7.7 +6.1
CWI SPDR MSCI ACWI ex-US ETF 0.5 30 15 8.2 +6.6
FNDX Schwab Fundamental US Large Co. Index ETF 0.5 25 20 7.4 +5.8
VIS Vanguard Industrials ETF 0.5 10 35 4.9 +3.4
DARP Grizzle Growth ETF 0.5 75 -30 4.7 +3.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.5 25 20 6.0 +4.4
FENI Fidelity Enhanced International ETF 0.5 28 17 7.0 +5.4
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.5 18 27 8.1 +6.5
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.5 15 30 10.0 +8.4
IWS iShares Russell Mid-Cap Value ETF 0.5 23 22 6.5 +4.9
ISMD Inspire Small/Mid Cap ETF 0.5 54 -9 4.7 +3.1
FFTY Innovator IBD 50 ETF 0.5 80 -35 -2.5 -4.1
IXUS iShares Core MSCI Total International Stock ETF 0.5 7 38 8.3 +6.7
VEA Vanguard FTSE Developed Markets ETF 0.5 5 40 7.6 +6.0
QDF FlexShares Quality Dividend Index Fund 0.5 37 8 6.2 +4.6
PPIE Putnam PanAgora ESG International Equity ETF 0.5 49 -4 7.8 +6.2
XLI Industrial Select Sector SPDR Fund 0.5 8 37 4.8 +3.2
VSGX Vanguard ESG International Stock ETF 0.5 12 33 8.2 +6.6
ACWV iShares MSCI Global Min Vol Factor ETF 0.5 20 25 5.9 +4.3
RWK Invesco S&P MidCap 400 Revenue ETF 0.4 39 6 10.2 +8.6
DMXF iShares ESG Advanced MSCI EAFE ETF 0.4 12 33 5.8 +4.2
EFG iShares MSCI EAFE Growth ETF 0.4 36 9 4.5 +2.9
VLUE iShares MSCI USA Value Factor ETF 0.4 15 30 10.2 +8.6
MGV Vanguard Mega Cap Value ETF 0.4 7 38 6.7 +5.1
VEU Vanguard FTSE All-World ex-US Index Fund 0.4 8 37 8.5 +6.9
IMTM iShares MSCI Intl Momentum Factor ETF 0.4 30 15 5.6 +4.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.4 24 21 7.6 +6.0
ISCV iShares Morningstar Small Cap Value ETF 0.4 6 39 8.4 +6.8
VXUS Vanguard Total International Stock ETF 0.3 7 38 8.3 +6.7
VTV Vanguard Value ETF 0.3 4 41 6.9 +5.4
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.3 39 6 9.8 +8.2
JAVA JPMorgan Active Value ETF 0.3 44 1 6.3 +4.7
SCHV Schwab U.S. Large-Cap Value ETF 0.3 4 41 6.8 +5.2
IQSI IQ Candriam International Equity ETF 0.3 15 30 6.7 +5.1
HKND Humankind US Stock ETF 0.3 11 34 7.5 +5.9
AVSC Avantis U.S Small Cap Equity ETF 0.3 25 20 6.6 +5.0
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.3 39 6 8.3 +6.8
AVLV Avantis U.S. Large Cap Value ETF 0.3 15 30 8.1 +6.5
DWMF WisdomTree International Multifactor Fund 0.3 38 7 6.9 +5.3
SPXT ProShares S&P 500 Ex-Technology ETF 0.3 9 36 5.6 +4.0
AVSD Avantis Responsible International Equity ETF 0.3 23 22 6.8 +5.2
ESGD iShares ESG Aware MSCI EAFE ETF 0.3 20 25 7.1 +5.6
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.3 56 -11 6.3 +4.7
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.3 35 10 5.9 +4.3
EXI iShares Global Industrials ETF 0.3 42 3 4.9 +3.3
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.2 20 25 7.4 +5.8
QLV FlexShares US Quality Low Volatility Index Fund 0.2 22 23 5.8 +4.2
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.2 35 10 6.1 +4.5
SQLV Royce Quant Small-Cap Quality Value ETF 0.2 60 -15 9.6 +8.0
DLN WisdomTree U.S. LargeCap Dividend Fund 0.2 28 17 5.9 +4.3
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.2 20 25 6.6 +5.0
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 17 10.0 +8.4
GSID Goldman Sachs MarketBeta International Equity ETF 0.2 20 25 7.1 +5.5
EFA iShares MSCI EAFE ETF 0.2 35 10 7.0 +5.4
DTD WisdomTree U.S. Total Dividend Fund 0.2 28 17 6.2 +4.6
IDMO Invesco S&P International Developed Momentum ETF 0.2 25 20 5.7 +4.1
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.2 36 9 6.9 +5.3
DON WisdomTree U.S. MidCap Dividend Fund 0.2 38 7 8.3 +6.7
SNPV Xtrackers S&P 500 Value ESG ETF 0.2 15 30 5.4 +3.8
IEFA iShares Core MSCI EAFE ETF 0.2 7 38 7.4 +5.8
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.2 12 33 8.1 +6.5
DFAI Dimensional International Core Equity Market ETF 0.2 18 27 7.6 +6.0
FNDC Schwab Fundamental International Small Co. Index ETF 0.2 39 6 6.3 +4.7
AVDE Avantis International Equity ETF 0.2 23 22 8.0 +6.4
FTA First Trust Large Cap Value AlphaDEX Fund 0.1 59 -14 9.4 +7.9
IDHQ Invesco S&P International Developed High Quality ETF 0.1 29 16 6.7 +5.1
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.1 50 -5 6.5 +4.9
IWC iShares Micro-Cap ETF 0.1 60 -15 -1.1 -2.6
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 6 7.0 +5.4
QDEF FlexShares Quality Dividend Defensive Index Fund 0.1 37 8 5.9 +4.3
IJS iShares S&P Small-Cap 600 Value ETF 0.1 18 27 9.4 +7.8
DFSV Dimensional US Small Cap Value ETF 0.1 31 14 10.9 +9.3
SLYV SPDR S&P 600 Small Cap Value ETF 0.1 15 30 9.5 +7.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.1 15 30 9.3 +7.7
IMCV iShares Morningstar Mid-Cap Value ETF 0.1 6 39 7.9 +6.3
FAB First Trust Multi Cap Value AlphaDEX Fund 0.1 67 -22 10.1 +8.5
STXV Strive 1000 Value ETF 0.1 18 27 7.5 +5.9
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 0.1 32 13 6.1 +4.5
VBR Vanguard Small Cap Value ETF 0.1 7 38 8.5 +6.9
CCMG CCM Global Equity ETF 0.1 34 11 8.5 +6.9
IWN iShares Russell 2000 Value ETF 0.0 24 21 5.8 +4.2
VTWV Vanguard Russell 2000 Value ETF 0.0 15 30 5.9 +4.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.0 18 27 7.2 +5.6
DGRW WisdomTree US Quality Dividend Growth Fund 0.0 28 17 5.7 +4.1
JHMD John Hancock Multifactor Developed International ETF 0.0 39 6 7.8 +6.2
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 0 9.3 +7.7
DFIC Dimensional International Core Equity 2 ETF 0.0 23 22 7.9 +6.4
FFLC Fidelity Fundamental Large Cap Core ETF 0.0 38 7 4.9 +3.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.0 47 -2 5.7 +4.1
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 15 8.6 +7.0

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 Cloud Computing 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 8.9 %
Divided by: Fwd. P/BV 4.4 x
Less: Expense ratio 45 bp
Equals: ALTAR Score 1.6 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.52 CATEGORY
AVERAGE		 1.55
 
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.