iShares Global Timber & Forestry ETF
ALTAR
Score™		 9.5% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 14.2x P/Sales
ratio		 0.8x
P/BV
ratio		 0.9x Div.
yield		 3.3%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
iShares S&P Global Timber & Forestry Index Fund seeks investment results that correspond to the price and yield performance of the S&P Global Timber & Forestry Index.

FUND BASICS
Category Global Equities
Fund Sponsor Barclays Global Fund Advisors
Website www.ishares.com
Inception date Jun 24, 2008
Assets (mns) $237
Currency USD
Expense ratio 42 bp
Distributions Semi-Annually

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust
Weighting Market Cap
Index replication Optimized
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 28
Wgt avg mkt cap (mns) $7,094
Large cap (>$10bn) 23.3%
Mid cap ($2-10bn) 65.0%
Small cap (<$2bn) 11.6%
Developed mkts 80.8%
Emerging mkts 19.2%

TOP TEN HOLDINGS
SVENSKA CELLULOSA AB-B SHS 8.7 %
POTLATCH CORP 7.4 %
SUZANO PAPEL E CELULOSE SA 5.4 %
UPM-KYMMENE OYJ 5.4 %
MONDI PLC 4.9 %
STORA ENSO OYJ-R SHS 4.9 %
WEYERHAEUSER CO 4.8 %
RAYONIER INC 4.7 %
INTERNATIONAL PAPER CO 4.6 %
OJI PAPER CO LTD 4.4 %
Total 55.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 27.2 %
SWEDEN 14.8 %
JAPAN 12.2 %
FINLAND 10.3 %
BRAZIL 10.1 %
CANADA 4.7 %
BRITAIN 4.7 %
CHILE 3.0 %
SOUTH AFRICA 1.5 %
HONG KONG 1.3 %

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.
1.5% -0.7% 7.9% 5.1% 4.7%

Market Correlations
versus... Beta R-squared
S&P500 0.98 65%
MSCI EAFE 1.04 75%
MSCI Emg. Mkts. 0.87 52%

Technical Indicators
Recent close $76.07
30d moving avg. $78.07
Annualized volatility 20.9%
Short interest (ETF) 1.0%
Relative strength (RSI) 43

Liquidity measures
Avg. volume (thou.) 6
Turnover 0.2%
Bid/Ask (% of price) 0.35%
ADV underlying (mns) $492

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 538 potential alternatives to the iShares Global Timber & Forestry ETF ETF based on the alternatives' overlap in portfolio holdings with WOOD. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: WOOD Expense: 42 bp ALTAR Score™: 9.5%


ALTERNATIVE ETFs BASED ON OVERLAP WITH WOOD
Ticker Fund
Name		 Overlap1
vs WOOD
(%)		 Expense
ratio
(bp)		 Savings
vs WOOD
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs WOOD
(%)
CUT Invesco MSCI Global Timber ETF 52.1 61 -19 9.1 -0.4
GNR SPDR S&P Global Natural Resources ETF 11.0 40 2 11.4 +1.9
SPRE SP Funds S&P Global REIT Sharia ETF 8.3 55 -13 2.3 -7.2
EFNL iShares MSCI Finland ETF 7.1 56 -14 7.4 -2.1
FTRI First Trust Indxx Global Natural Resources Income ETF 5.3 70 -28 8.6 -0.9
IVEG iShares Emergent Food and AgTech Multisector ETF 4.6 47 -5 8.5 -1.0
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 4.3 60 -18 6.4 -3.1
IYM iShares U.S. Basic Materials ETF 4.2 40 2 6.7 -2.8
SDG iShares MSCI Global Sustainable Development Goals ETF 4.1 49 -7 6.0 -3.5
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 4.0 46 -4 10.4 +0.9
FBZ First Trust Brazil AlphaDEX Fund 3.9 80 -38 13.4 +3.9
RSPM Invesco S&P 500 Equal Weight Materials ETF 3.8 40 2 7.8 -1.7
NANR SPDR S&P North American Natural Resources ETF 3.3 35 7 8.4 -1.1
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 3.3 40 2 2.5 -7.0
IVRA Invesco Real Assets ESG ETF 3.2 59 -17 3.5 -6.0
GSFP Goldman Sachs Future Planet Equity ETF 3.1 75 -33 4.8 -4.7
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 3.1 60 -18 5.7 -3.8
EWZ iShares MSCI Brazil ETF 3.1 58 -16 13.7 +4.2
ECH iShares MSCI Chile ETF 3.0 58 -16 9.3 -0.2
XLB Materials Select Sector SPDR Fund 2.8 8 34 6.2 -3.3
FXZ First Trust Materials AlphaDEX Fund 2.7 61 -19 11.0 +1.5
ERTH Invesco MSCI Sustainable Future ETF 2.6 62 -20 2.5 -7.0
HAP VanEck Natural Resources ETF 2.6 50 -8 10.0 +0.5
GLRY Inspire Faithward Mid Cap Momentum ETF 2.6 80 -38 6.6 -2.9
PSCM Invesco S&P SmallCap Materials ETF 2.6 29 13 13.9 +4.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 2.5 39 3 10.3 +0.7
HOMZ Hoya Capital Housing ETF 2.4 30 12 6.3 -3.2
MXI iShares Global Materials ETF 2.4 41 1 8.0 -1.5
EDOG ALPS Emerging Sector Dividend Dogs ETF 2.2 60 -18 11.0 +1.5
IYR iShares U.S. Real Estate ETF 2.2 40 2 2.7 -6.8
SCHH Schwab U.S. REIT ETF 2.2 7 35 2.5 -7.0
FMAT Fidelity MSCI Materials Index ETF 2.2 8 34 6.5 -3.1
VAW Vanguard Materials ETF 2.2 10 32 6.4 -3.1
SAGP Strategas Global Policy Opportunities ETF 2.2 65 -23 5.3 -4.3
FREL Fidelity MSCI Real Estate Index ETF 2.1 8 34 2.5 -7.0
INFL Horizon Kinetics Inflation Beneficiaries ETF 2.0 85 -43 3.9 -5.6
XLRE Real Estate Select Sector SPDR Fund 2.0 8 34 6.3 -3.2
PSR Invesco Active U.S. Real Estate Fund 2.0 35 7 2.2 -7.4
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 2.0 60 -18 8.8 -0.7
IDOG ALPS International Sector Dividend Dogs ETF 2.0 50 -8 12.2 +2.7
SMAP Amplify Small-Mid Cap Equity ETF 2.0 60 -18 1.3 -8.2
VNQ Vanguard Real Estate ETF 2.0 12 30 2.4 -7.1
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.0 39 3 3.8 -5.7
CGDV Capital Group Dividend Value ETF 2.0 33 9 4.9 -4.6
DVY iShares Select Dividend ETF 2.0 38 4 9.2 -0.3
JPRE JPMorgan Realty Income ETF 2.0 50 -8 1.4 -8.1
FLBR Franklin FTSE Brazil ETF 1.9 19 23 15.3 +5.8
SDOG ALPS Sector Dividend Dogs ETF 1.9 36 6 9.3 -0.2
FKU First Trust United Kingdom AlphaDEX Fund 1.8 80 -38 7.9 -1.6
TEMP JPMorgan Climate Change Solutions ETF 1.8 49 -7 5.9 -3.6
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.8 15 27 4.7 -4.8
EWD iShares MSCI Sweden ETF 1.7 54 -12 5.6 -4.0
CALF Pacer US Small Cap Cash Cows 100 ETF 1.7 59 -17 12.0 +2.5
QDIV Global X S&P 500 Quality Dividend ETF 1.7 20 22 8.2 -1.4
FRDM Freedom 100 Emerging Markets ETF 1.7 49 -7 9.1 -0.4
ULVM VictoryShares US Value Momentum ETF 1.6 20 22 7.2 -2.3
FLLA Franklin FTSE Latin America ETF 1.5 19 23 13.5 +4.0
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.5 49 -7 8.7 -0.8
SURE AdvisorShares Insiders Advantage ETF 1.4 90 -48 10.0 +0.5
BLLD JPMorgan Sustainable Infrastructure ETF 1.4 49 -7 4.8 -4.7
XMLV Invesco S&P MidCap Low Volatility ETF 1.4 25 17 6.0 -3.5
WTV WisdomTree US Value Fund of Benef Interest 1.3 12 30 9.5 -0.0
KNO AXS Knowledge Leaders ETF 1.2 78 -36 6.1 -3.4
VRAI Virtus Real Asset Income ETF 1.2 55 -13 7.5 -2.0
DISV Dimensional International Small Cap Value ETF 1.2 42 0 9.7 +0.2
ONEY SPDR Russell 1000 Yield Focus ETF 1.1 20 22 9.1 -0.4
ABLD Abacus FCF Real Assets Leaders ETF 1.1 69 -27 5.7 -3.8
NUMV Nuveen ESG Mid-Cap Value ETF 1.1 31 11 6.4 -3.1
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.1 60 -18 7.1 -2.4
SPYD SPDR Portfolio S&P 500 High Dividend ETF 1.1 7 35 8.2 -1.3
IGE iShares North American Natural Resources ETF 1.1 41 1 7.7 -1.9
COPY Tweedy, Browne Insider + Value ETF 1.1 80 -38 12.6 +3.1
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.1 59 -17 6.1 -3.5
BRF VanEck Brazil Small-Cap ETF 1.0 66 -24 12.9 +3.4
CCNR ALPS CoreCommodity Natural Resources ETF 1.0 39 3 11.0 +1.5
SCJ iShares MSCI Japan Small-Cap ETF 1.0 50 -8 6.8 -2.7
BLES Inspire Global Hope ETF 1.0 61 -19 6.8 -2.7
INEQ Columbia International Equity Income ETF 0.9 45 -3 8.7 -0.8
EQRR ProShares Equities for Rising Rates ETF 0.9 35 7 8.0 -1.5
SQLV Royce Quant Small-Cap Quality Value ETF 0.9 60 -18 9.6 +0.1
SIXS ETC 6 Meridian Small Cap Equity ETF 0.9 89 -47 9.4 -0.1
IMCV iShares Morningstar Mid-Cap Value ETF 0.9 6 36 7.9 -1.6
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.9 60 -18 8.5 -1.1
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.9 38 4 10.1 +0.6
ROSC Hartford Multifactor Small Cap ETF 0.9 34 8 9.0 -0.5
WWJD Inspire International ETF 0.9 80 -38 7.6 -1.9
VOE Vanguard Mid-Cap Value ETF 0.9 7 35 7.2 -2.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.9 24 18 7.6 -1.9
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.9 60 -18 5.3 -4.2
DFIV Dimensional International Value ETF 0.8 27 15 10.4 +0.9
TPHD Timothy Plan High Dividend Stock ETF 0.8 52 -10 6.9 -2.6
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.8 54 -12 6.9 -2.6
EWZS iShares MSCI Brazil Small-Cap ETF 0.8 59 -17 13.3 +3.8
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.8 80 -38 6.0 -3.5
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 0.8 38 4 7.7 -1.8
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 0.8 35 7 7.7 -1.8
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.8 35 7 3.1 -6.4
ECOW Pacer Emerging Markets Cash Cows 100 ETF 0.8 70 -28 15.8 +6.3
SPVM Invesco S&P 500 Value with Momentum ETF 0.8 39 3 8.5 -1.0
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.8 20 22 7.4 -2.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.8 29 13 7.4 -2.1
SCHM Schwab U.S. Mid-Cap ETF 0.7 4 38 6.7 -2.8
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 0.7 9 33 9.2 -0.3
MAGA Point Bridge America First ETF 0.7 72 -30 6.5 -3.0
IDX VanEck Indonesia Index ETF 0.7 57 -15 8.4 -1.1
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 0.7 80 -38 13.6 +4.1
XSHQ Invesco S&P SmallCap Quality ETF 0.7 29 13 8.4 -1.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.7 18 24 7.2 -2.3
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.7 24 18 6.4 -3.1
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 0.7 95 -53 13.1 +3.6
EIDO iShares MSCI Indonesia ETF 0.7 59 -17 8.5 -1.0
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.7 35 7 3.7 -5.8
DVYE iShares Emerging Markets Dividend ETF 0.7 49 -7 18.9 +9.4
GVAL Cambria Global Value ETF 0.7 68 -26 11.3 +1.8
DIM WisdomTree International MidCap Dividend Fund 0.7 58 -16 7.7 -1.8
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.6 60 -18 6.3 -3.2
OCEN IQ Clean Oceans ETF 0.6 45 -3 5.7 -3.8
IWS iShares Russell Mid-Cap Value ETF 0.6 23 19 6.5 -3.0
VAMO Cambria Value & Momentum ETF 0.6 61 -19 6.8 -2.7
FDEV Fidelity International Multifactor ETF 0.6 18 24 7.7 -1.8
RNEM First Trust Emerging Markets Equity Select ETF 0.6 75 -33 1.0 -8.5
HAPS Harbor Human Capital Factor US Small Cap ETF 0.6 60 -18 4.4 -5.1
ESGD iShares ESG Aware MSCI EAFE ETF 0.6 20 22 7.1 -2.4
DFIS Dimensional International Small Cap ETF 0.6 39 3 7.9 -1.6
AVSD Avantis Responsible International Equity ETF 0.6 23 19 6.8 -2.7
UIVM VictoryShares International Value Momentum ETF 0.6 35 7 9.5 -0.0
EQAL Invesco Russell 1000 Equal Weight ETF 0.6 20 22 6.6 -2.9
FNDA Schwab Fundamental US Small Co. Index ETF 0.6 25 17 6.6 -2.9
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.6 20 22 7.8 -1.8
FJP First Trust Japan AlphaDEX Fund 0.6 80 -38 10.3 +0.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.6 4 38 6.1 -3.4
XSMO Invesco S&P SmallCap Momentum ETF 0.6 39 3 5.3 -4.3
AVDV Avantis International Small Cap Value ETF 0.6 36 6 10.9 +1.4
STXK Strive Small-Cap ETF 0.5 18 24 5.5 -4.1
DFIC Dimensional International Core Equity 2 ETF 0.5 23 19 7.9 -1.6
STXM Strive Mid-Cap ETF 0.5 18 24 3.6 -5.9
FTA First Trust Large Cap Value AlphaDEX Fund 0.5 59 -17 9.4 -0.1
AVUV Avantis U.S. Small Cap Value ETF 0.5 25 17 10.8 +1.3
NULC Nuveen ESG Large-Cap ETF 0.5 21 21 5.0 -4.5
FNDC Schwab Fundamental International Small Co. Index ETF 0.5 39 3 6.3 -3.2
IJJ iShares S&P Mid-Cap 400 Value ETF 0.5 18 24 8.6 -0.9
RAFE PIMCO RAFI ESG U.S. ETF 0.5 29 13 7.3 -2.2
SCHC Schwab International Small-Cap Equity ETF 0.5 11 31 7.1 -2.4
IDLV Invesco S&P International Developed Low Volatility ETF 0.5 25 17 6.3 -3.2
MDYV SPDR S&P 400 Mid Cap Value ETF 0.5 15 27 8.7 -0.9
TTAC FCF US Quality ETF 0.5 59 -17 6.1 -3.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.5 15 27 8.7 -0.8
BKSE BNY Mellon US Small Cap Core Equity ETF 0.5 4 38 5.9 -3.6
NUDV Nuveen ESG Dividend ETF 0.5 26 16 6.7 -2.8
VO Vanguard Mid-Cap ETF 0.5 4 38 5.6 -3.9
DSMC Distillate Small/Mid Cash Flow ETF 0.5 55 -13 13.5 +4.0
DEW WisdomTree Global High Dividend Fund 0.5 58 -16 7.7 -1.8
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.5 39 3 16.9 +7.4
ECNS iShares MSCI China Small-Cap ETF 0.5 59 -17 10.8 +1.3
IWN iShares Russell 2000 Value ETF 0.5 24 18 5.8 -3.8
FNDF Schwab Fundamental International Large Co. Index ETF 0.5 25 17 10.1 +0.6
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.5 12 30 6.2 -3.3
VTWV Vanguard Russell 2000 Value ETF 0.5 15 27 5.9 -3.6
IWR iShares Russell Midcap ETF 0.5 19 23 5.8 -3.8
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.5 42 0 6.8 -2.7
JHMD John Hancock Multifactor Developed International ETF 0.5 39 3 7.8 -1.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.5 12 30 5.1 -4.4
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.5 49 -7 7.3 -2.2
ILF iShares Latin America 40 ETF 0.5 48 -6 13.5 +4.0
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.5 14 28 6.0 -3.5
JPIN J.P. Morgan Diversified Return International Equity ETF 0.5 37 5 8.9 -0.6
DFSI Dimensional International Sustainability Core 1 ETF 0.5 24 18 6.6 -2.9
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.5 30 12 8.6 -0.9
IMCB iShares Morningstar Mid-Cap ETF 0.5 4 38 6.0 -3.5
SCZ iShares MSCI EAFE Small-Cap ETF 0.5 40 2 7.4 -2.1
EFV iShares MSCI EAFE Value ETF 0.4 34 8 9.4 -0.1
AFSM First Trust Active Factor Small Cap ETF 0.4 75 -33 7.0 -2.5
EMDM First Trust Bloomberg Emerging Market Democracies ETF 0.4 75 -33 10.3 +0.8
RPV Invesco S&P 500 Pure Value ETF 0.4 35 7 10.7 +1.2
ITAN Sparkline Intangible Value ETF 0.4 50 -8 6.5 -3.0
EELV Invesco S&P Emerging Markets Low Volatility ETF 0.4 29 13 8.7 -0.8
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.4 45 -3 9.3 -0.2
EMMF WisdomTree Emerging Markets Multifactor Fund 0.4 48 -6 7.8 -1.7
AVDE Avantis International Equity ETF 0.4 23 19 8.0 -1.5
DES WisdomTree U.S. SmallCap Dividend Fund 0.4 38 4 8.7 -0.9
JHMM John Hancock Multifactor Mid Cap ETF 0.4 42 0 6.5 -3.0
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 0.4 80 -38 5.7 -3.8
VLUE iShares MSCI USA Value Factor ETF 0.4 15 27 10.2 +0.7
GVLU Gotham 1000 Value ETF 0.4 50 -8 9.1 -0.4
EQIN Columbia US Equity Income ETF 0.4 35 7 6.8 -2.7
RSP Invesco S&P 500 Equal Weight ETF 0.4 20 22 6.3 -3.2
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.4 7 35 7.0 -2.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.4 9 33 6.1 -3.4
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.4 60 -18 6.4 -3.1
ISMD Inspire Small/Mid Cap ETF 0.4 54 -12 4.7 -4.8
EVUS iShares ESG Aware MSCI USA Value ETF 0.4 18 24 6.0 -3.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.4 15 27 4.3 -5.2
OBOR KraneShares MSCI One Belt One Road Index ETF 0.4 79 -37 7.7 -1.8
DEUS Xtrackers Russell US Multifactor ETF 0.4 17 25 6.9 -2.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.4 24 18 7.6 -1.9
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 -18 2.1 -7.4
FAB First Trust Multi Cap Value AlphaDEX Fund 0.4 67 -25 10.1 +0.6
IJT iShares S&P Small-Cap 600 Growth ETF 0.4 18 24 5.1 -4.4
IQSI IQ Candriam International Equity ETF 0.4 15 27 6.7 -2.8
DHS WisdomTree U.S. High Dividend Fund 0.4 38 4 7.8 -1.8
DXJ WisdomTree Japan Hedged Equity Fund 0.4 48 -6 8.4 -1.1
DFAI Dimensional International Core Equity Market ETF 0.4 18 24 7.6 -1.9
FEX First Trust Large Cap Core AlphaDEX Fund 0.4 59 -17 6.5 -3.0
SIZE iShares MSCI USA Size Factor ETF 0.4 15 27 5.8 -3.7
SLYG SPDR S&P 600 Small Cap Growth ETF 0.4 15 27 5.1 -4.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.4 15 27 5.3 -4.2
EUSA iShares MSCI USA Equal Weighted ETF 0.4 9 33 6.0 -3.5
BBEU JPMorgan BetaBuilders Europe ETF 0.4 9 33 7.2 -2.3
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.4 46 -4 6.8 -2.7
EZU iShares MSCI Eurozone ETF 0.3 52 -10 6.8 -2.7
RFDI First Trust Riverfront Dynamic Developed International ETF 0.3 83 -41 10.0 +0.5
FYC First Trust Small Cap Growth AlphaDEX Fund 0.3 71 -29 1.1 -8.5
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.3 58 -16 6.5 -3.0
DTH WisdomTree International High Dividend Fund 0.3 58 -16 9.1 -0.4
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.3 58 -16 7.1 -2.5
AVLV Avantis U.S. Large Cap Value ETF 0.3 15 27 8.1 -1.4
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.3 80 -38 10.0 +0.5
FNK First Trust Mid Cap Value AlphaDEX Fund 0.3 70 -28 12.3 +2.8
VLU SPDR S&P 1500 Value Tilt ETF 0.3 12 30 7.2 -2.3
LRGF iShares U.S. Equity Factor ETF 0.3 8 34 5.8 -3.7
FLEE Franklin FTSE Europe ETF 0.3 9 33 7.0 -2.5
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.3 45 -3 6.6 -2.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.3 14 28 5.2 -4.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.3 52 -10 5.6 -3.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.3 58 -16 5.6 -3.9
CVY Invesco Zacks Multi-Asset Income ETF 0.3 106 -64 10.9 +1.4
IEUR iShares Core MSCI Europe ETF 0.3 11 31 7.4 -2.1
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.3 17 25 5.7 -3.8
IEV iShares Europe ETF 0.3 67 -25 6.9 -2.6
VGK Vanguard FTSE Europe ETF 0.3 11 31 7.5 -2.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 3 7.0 -2.5
SIXL ETC 6 Meridian Low Beta Equity ETF 0.3 80 -38 5.7 -3.8
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.3 35 7 6.9 -2.6
SPEU SPDR Portfolio Europe ETF 0.3 7 35 7.5 -2.0
VSGX Vanguard ESG International Stock ETF 0.3 12 30 8.2 -1.3
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.3 29 13 8.2 -1.3
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.3 40 2 7.5 -2.0
PTL Inspire 500 ETF 0.3 9 33 5.4 -4.1
FPX First Trust US Equity Opportunities ETF 0.3 61 -19 1.3 -8.2
ONEO SPDR Russell 1000 Momentum Focus ETF 0.3 20 22 6.8 -2.7
STXV Strive 1000 Value ETF 0.3 18 24 7.5 -2.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.3 15 27 7.3 -2.2
XJH iShares ESG Screened S&P Mid-Cap ETF 0.3 12 30 7.0 -2.5
ESIX SPDR S&P SmallCap 600 ESG ETF 0.3 12 30 5.9 -3.6
XC WisdomTree Emerging Markets Ex-China Fund 0.3 32 10 5.5 -4.0
IQDG WisdomTree International Quality Dividend Growth Fund 0.3 42 0 7.2 -2.3
PRF Invesco FTSE RAFI US 1000 ETF 0.3 39 3 7.0 -2.5
ISCV iShares Morningstar Small Cap Value ETF 0.3 6 36 8.4 -1.1
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.3 50 -8 11.6 +2.1
AVES Avantis Emerging Markets Value ETF 0.3 36 6 12.2 +2.7
SCHA Schwab U.S. Small-Cap ETF 0.3 4 38 5.3 -4.2
EWU iShares MSCI United Kingdom ETF 0.3 50 -8 8.6 -1.0
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.3 39 3 5.4 -4.1
HFXI IQ FTSE International Equity Currency Neutral ETF 0.3 20 22 7.4 -2.1
DWM WisdomTree International Equity Fund 0.3 48 -6 7.7 -1.8
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 0.3 44 -2 11.0 +1.5
FNDB Schwab Fundamental US Broad Market Index ETF 0.3 25 17 7.3 -2.2
IEFA iShares Core MSCI EAFE ETF 0.3 7 35 7.4 -2.1
VYMI Vanguard International High Dividend Yield ETF 0.3 22 20 10.0 +0.5
EMGF iShares Emerging Markets Equity Factor ETF 0.3 25 17 12.4 +2.9
IDEV iShares Core MSCI International Developed Markets ETF 0.3 4 38 7.4 -2.1
SVAL iShares US Small Cap Value Factor ETF 0.3 20 22 11.0 +1.5
IWM iShares Russell 2000 ETF 0.3 19 23 3.6 -5.9
JQUA JPMorgan U.S. Quality Factor ETF 0.3 12 30 6.0 -3.5
FFLC Fidelity Fundamental Large Cap Core ETF 0.3 38 4 4.9 -4.6
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.3 25 17 7.8 -1.7
BKIE BNY Mellon International Equity ETF 0.3 4 38 7.3 -2.2
RSSL Global X Russell 2000 ETF 0.3 8 34 3.6 -5.9
GSID Goldman Sachs MarketBeta International Equity ETF 0.3 20 22 7.1 -2.4
MDY SPDR S&P Midcap 400 ETF Trust 0.3 24 18 7.2 -2.3
IJH iShares Core S&P Mid-Cap ETF 0.3 5 37 7.4 -2.1
XCNY SPDR S&P Emerging Markets ex-China ETF 0.3 15 27 0.0 -9.5
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.3 38 4 9.9 +0.4
FNX First Trust Mid Cap Core AlphaDEX Fund 0.3 60 -18 8.2 -1.3
FYX First Trust Small Cap Core AlphaDEX Fund 0.3 61 -19 5.9 -3.7
VTWO Vanguard Russell 2000 ETF 0.3 10 32 3.8 -5.7
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.3 3 39 7.4 -2.1
IVOO Vanguard S&P Mid-Cap 400 ETF 0.3 10 32 7.3 -2.2
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.3 24 18 8.3 -1.2
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.3 39 3 8.3 -1.2
FLGB Franklin FTSE United Kingdom ETF 0.3 9 33 8.0 -1.5
FDRR Fidelity Dividend ETF for Rising Rates 0.3 15 27 7.6 -1.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.2 39 3 9.8 +0.3
FNDX Schwab Fundamental US Large Co. Index ETF 0.2 25 17 7.4 -2.1
VEA Vanguard FTSE Developed Markets ETF 0.2 5 37 7.6 -2.0
MTUM iShares MSCI USA Momentum Factor ETF 0.2 15 27 3.9 -5.6
VBR Vanguard Small Cap Value ETF 0.2 7 35 8.5 -1.0
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.2 80 -38 11.8 +2.3
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.2 20 22 6.6 -2.9
JPXN iShares JPX-Nikkei 400 ETF 0.2 48 -6 7.5 -2.0
SPDW SPDR Portfolio Developed World ex-US ETF 0.2 3 39 7.5 -2.0
TPIF Timothy Plan International ETF 0.2 62 -20 6.5 -3.0
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.2 32 10 9.6 +0.1
SHUS Syntax Stratified U.S. Total Market Hedged ETF 0.2 65 -23 5.4 -4.2
SSPY Syntax Stratified LargeCap ETF 0.2 30 12 6.6 -2.9
AVSC Avantis U.S Small Cap Equity ETF 0.2 25 17 6.6 -2.9
VFMO Vanguard U.S. Momentum Factor ETF 0.2 13 29 3.4 -6.1
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.2 41 1 9.4 -0.1
SCHY Schwab International Dividend Equity ETF 0.2 14 28 9.8 +0.3
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.2 70 -28 7.8 -1.7
DMXF iShares ESG Advanced MSCI EAFE ETF 0.2 12 30 5.8 -3.8
EFA iShares MSCI EAFE ETF 0.2 35 7 7.0 -2.5
EWC iShares MSCI Canada ETF 0.2 50 -8 6.6 -2.9
IXUS iShares Core MSCI Total International Stock ETF 0.2 7 35 8.3 -1.2
VXUS Vanguard Total International Stock ETF 0.2 7 35 8.3 -1.2
SCHF Schwab International Equity ETF 0.2 6 36 7.7 -1.8
IUSV iShares Core S&P US Value ETF 0.2 4 38 6.5 -3.0
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.2 18 24 8.1 -1.4
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.2 36 6 6.9 -2.6
JVAL JPMorgan U.S. Value Factor ETF 0.2 12 30 8.5 -1.0
BBCA JPMorgan BetaBuilders Canada ETF 0.2 19 23 6.9 -2.7
GVUS Marketbeta Russell 1000 Value Equity ETF 0.2 12 30 6.5 -3.0
DEHP Dimensional Emerging Markets High Profitability ETF 0.2 41 1 6.5 -3.0
PXH Invesco FTSE RAFI Emerging Markets ETF 0.2 49 -7 16.7 +7.2
ISCB iShares Morningstar Small-Cap ETF 0.2 4 38 5.6 -3.9
BKF iShares MSCI BIC ETF 0.2 69 -27 13.0 +3.5
EWX SPDR S&P Emerging Markets Small Cap ETF 0.2 65 -23 8.1 -1.4
IWD iShares Russell 1000 Value ETF 0.2 19 23 6.5 -3.0
VONV Vanguard Russell 1000 Value ETF 0.2 8 34 6.6 -2.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.2 15 27 7.3 -2.2
BFOR ALPS Barron's 400 ETF 0.2 65 -23 6.2 -3.3
XCEM Columbia EM Core ex-China ETF 0.2 16 26 8.5 -1.0
DIVB iShares Core Dividend ETF 0.2 5 37 7.7 -1.9
XJR iShares ESG Screened S&P Small-Cap ETF 0.2 12 30 6.6 -2.9
ESGU iShares ESG Aware MSCI USA ETF 0.2 15 27 5.1 -4.4
SCHV Schwab U.S. Large-Cap Value ETF 0.2 4 38 6.8 -2.7
IVE iShares S&P 500 Value ETF 0.2 18 24 6.2 -3.3
VOOV Vanguard S&P 500 Value ETF 0.2 10 32 6.3 -3.2
EMXC iShares MSCI Emerging Markets ex China ETF 0.2 25 17 8.0 -1.5
SPYV SPDR Portfolio S&P 500 Value ETF 0.2 4 38 6.4 -3.2
CCMG CCM Global Equity ETF 0.2 34 8 8.5 -1.0
VEU Vanguard FTSE All-World ex-US Index Fund 0.2 8 34 8.5 -1.0
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.2 47 -5 9.8 +0.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.2 7 35 6.2 -3.3
ECON Columbia Emerging Markets Consumer ETF 0.2 49 -7 12.9 +3.4
DGRW WisdomTree US Quality Dividend Growth Fund 0.2 28 14 5.7 -3.8
QINT American Century Quality Diversified International ETF 0.2 39 3 7.6 -1.9
AVEM Avantis Emerging Markets Equity ETF 0.2 33 9 9.7 +0.2
ACWX iShares MSCI ACWI ex U.S. ETF 0.2 34 8 8.1 -1.4
IVLU iShares MSCI Intl Value Factor ETF 0.2 30 12 11.1 +1.6
ILCV iShares Morningstar Value ETF 0.2 4 38 6.7 -2.8
IUS Invesco RAFI Strategic US ETF 0.2 19 23 7.1 -2.5
IEUS iShares MSCI Europe Small-Cap ETF 0.2 42 0 7.2 -2.4
IJR iShares Core S&P Small Cap ETF 0.2 6 36 7.3 -2.2
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.2 25 17 7.2 -2.3
JHML John Hancock Multifactor Large Cap ETF 0.2 29 13 5.6 -3.9
GWX SPDR S&P International Small Cap ETF 0.2 40 2 6.7 -2.8
SUSL iShares ESG MSCI USA Leaders ETF 0.2 10 32 5.3 -4.2
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.2 3 39 7.4 -2.2
VIOO Vanguard S&P Small-Cap 600 ETF 0.2 10 32 7.2 -2.3
CWI SPDR MSCI ACWI ex-US ETF 0.2 30 12 8.2 -1.3
DFAE Dimensional Emerging Core Equity Market ETF 0.2 35 7 10.2 +0.7
VTV Vanguard Value ETF 0.2 4 38 6.9 -2.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.2 10 32 5.3 -4.2
FLJH Franklin FTSE Japan Hedged ETF 0.2 9 33 6.7 -2.8
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.2 41 1 7.1 -2.4
DLN WisdomTree U.S. LargeCap Dividend Fund 0.2 28 14 5.9 -3.6
FDMO Fidelity Momentum Factor ETF 0.2 15 27 4.1 -5.5
DEM WisdomTree Emerging Markets High Dividend Fund 0.2 63 -21 13.6 +4.1
DFEV Dimensional Emerging Markets Value ETF 0.2 43 -1 14.5 +5.0
JHEM John Hancock Multifactor Emerging Markets ETF 0.2 49 -7 10.5 +1.0
DOL WisdomTree International LargeCap Dividend Fund 0.2 48 -6 7.5 -2.0
CFA VictoryShares US 500 Volatility Wtd ETF 0.2 35 7 6.1 -3.5
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.2 40 2 6.0 -3.5
DFJ WisdomTree Japan SmallCap Dividend Fund 0.2 58 -16 8.3 -1.2
FLJP Franklin FTSE Japan ETF 0.2 9 33 7.0 -2.5
SCHE Schwab Emerging Markets Equity ETF 0.2 11 31 11.6 +2.1
HLAL Wahed FTSE USA Shariah ETF 0.2 50 -8 5.2 -4.3
VYM Vanguard High Dividend Yield Index ETF 0.2 6 36 7.3 -2.2
STXE Strive Emerging Markets Ex-China ETF 0.2 32 10 8.2 -1.4
VWO Vanguard FTSE Emerging Markets ETF 0.2 8 34 10.9 +1.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.2 20 22 5.5 -4.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.2 29 13 6.4 -3.1
CIL VictoryShares International Volatility Wtd ETF 0.2 45 -3 7.0 -2.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.2 20 22 5.3 -4.2
SNPV Xtrackers S&P 500 Value ESG ETF 0.2 15 27 5.4 -4.1
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.2 9 33 4.0 -5.5
IEMG iShares Core MSCI Emerging Markets ETF 0.2 9 33 10.9 +1.4
IPAC iShares Core MSCI Pacific ETF 0.2 9 33 7.1 -2.4
PSC Principal U.S. Small-Cap ETF 0.2 38 4 6.9 -2.6
VT Vanguard Total World Stock ETF 0.2 7 35 6.3 -3.2
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.2 15 27 8.6 -0.9
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.2 30 12 10.6 +1.1
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.2 25 17 7.5 -2.0
VFVA Vanguard U.S. Value Factor ETF 0.2 13 29 11.7 +2.2
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.2 15 27 10.8 +1.3
SPXT ProShares S&P 500 Ex-Technology ETF 0.2 9 33 5.6 -4.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.2 10 32 5.4 -4.1
RWL Invesco S&P 500 Revenue ETF 0.1 39 3 7.0 -2.5
DFUV Dimensional US Marketwide Value ETF 0.1 22 20 8.1 -1.4
ISCG iShares Morningstar Small-Cap Growth ETF 0.1 6 36 2.7 -6.8
TOK iShares MSCI Kokusai ETF 0.1 26 16 5.2 -4.3
IQLT iShares MSCI Intl Quality Factor ETF 0.1 30 12 6.3 -3.2
KLMN Invesco MSCI North America Climate ETF 0.1 9 33 5.3 -4.3
VXF Vanguard Extended Market ETF 0.1 6 36 4.5 -5.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.1 9 33 5.6 -3.9
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.1 59 -17 13.7 +4.2
EZM WisdomTree U.S. MidCap Fund 0.1 38 4 9.3 -0.2
VB Vanguard Small-Cap ETF 0.1 5 37 5.7 -3.8
VFMF Vanguard U.S. Multifactor ETF 0.1 18 24 8.5 -1.0
ISCF iShares International SmallCap Equity Factor ETF 0.1 23 19 8.6 -0.9
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 14 6.2 -3.3
KOKU Xtrackers MSCI Kokusai Equity ETF 0.1 9 33 5.5 -4.0
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 0 5.4 -4.1
FLQL Franklin LibertyQ U.S. Equity ETF 0.1 15 27 5.7 -3.8
JAVA JPMorgan Active Value ETF 0.1 44 -2 6.3 -3.2
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 0.1 58 -16 7.7 -1.8
EEM iShares MSCI Emerging Markets ETF 0.1 69 -27 10.7 +1.2
USXF iShares ESG Advanced MSCI USA ETF 0.1 10 32 4.9 -4.6
ACWI iShares MSCI ACWI ETF 0.1 32 10 6.0 -3.5
URTH iShares MSCI World ETF 0.1 24 18 5.5 -4.0
FEP First Trust Europe AlphaDEX Fund 0.1 80 -38 9.3 -0.2
EMXF iShares ESG Advanced MSCI EM ETF 0.1 16 26 8.4 -1.1
SFYX SoFi Next 500 ETF 0.1 0 42 3.6 -5.9
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.1 35 7 4.7 -4.8
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.1 42 0 5.5 -4.0
TPSC Timothy Plan US Small Cap Core ETF 0.1 52 -10 7.2 -2.3
ACVF American Conservative Values ETF 0.1 75 -33 4.5 -5.0
LDEM iShares ESG MSCI EM Leaders ETF 0.1 17 25 12.9 +3.4
VPL Vanguard FTSE Pacific ETF 0.1 8 34 7.7 -1.9
DFLV Dimensional US Large Cap Value ETF 0.1 22 20 8.2 -1.3
AVUS Avantis U.S. Equity ETF 0.1 15 27 6.3 -3.2
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.1 20 22 6.7 -2.8
BKEM BNY Mellon Emerging Markets Equity ETF 0.1 11 31 11.8 +2.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.1 19 23 6.5 -3.0
IDMO Invesco S&P International Developed Momentum ETF 0.1 25 17 5.7 -3.8
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.1 30 12 7.3 -2.2
XMAG Defiance Large Cap ex-Mag 7 ETF 0.1 35 7 4.6 -4.9
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.1 3 39 5.5 -4.0
XVV iShares ESG Screened S&P 500 ETF 0.1 8 34 5.1 -4.4
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 33 4.7 -4.8
SPXV ProShares S&P 500 Ex-Health Care ETF 0.1 9 33 4.4 -5.1
CATH Global X S&P 500 Catholic Values Custom ETF 0.1 29 13 5.1 -4.4
IWV iShares Russell 3000 ETF 0.1 20 22 5.0 -4.5
EES WisdomTree U.S. SmallCap Fund 0.1 38 4 9.1 -0.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.1 32 10 5.2 -4.3
JMOM JPMorgan U.S. Momentum Factor ETF 0.1 12 30 4.8 -4.7
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 6 11.2 +1.7
VTHR Vanguard Russell 3000 ETF 0.1 10 32 5.2 -4.3
SCHB Schwab U.S. Broad Market ETF 0.1 3 39 5.3 -4.2
IWC iShares Micro-Cap ETF 0.1 60 -18 -1.1 -10.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.1 3 39 5.2 -4.3
DFAS Dimensional U.S. Small Cap ETF 0.1 26 16 6.9 -2.6
IYY iShares Dow Jones U.S. ETF 0.1 20 22 5.1 -4.4
RWK Invesco S&P MidCap 400 Revenue ETF 0.1 39 3 10.2 +0.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.1 20 22 5.0 -4.5
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 35 10.9 +1.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.1 12 30 4.5 -5.0
GSPY Gotham Enhanced 500 ETF 0.1 50 -8 5.5 -4.0
QVML Invesco S&P 500 QVM Multi-factor ETF 0.1 11 31 5.4 -4.1
IWB iShares Russell 1000 ETF 0.1 15 27 5.2 -4.3
IVV iShares Core S&P 500 ETF 0.1 3 39 5.3 -4.2
SPLG SPDR Portfolio S&P 500 ETF 0.1 2 40 5.3 -4.2
SPY SPDR S&P 500 ETF Trust 0.1 9 33 5.2 -4.3
VONE Vanguard Russell 1000 ETF 0.1 8 34 5.3 -4.2
VOO Vanguard S&P 500 ETF 0.1 3 39 5.3 -4.2
DSI iShares MSCI KLD 400 Social ETF 0.1 25 17 5.2 -4.3
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.1 15 27 5.1 -4.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.1 25 17 5.9 -3.6
IMFL Invesco International Developed Dynamic Multifactor ETF 0.1 34 8 6.2 -3.3
AVIV Avantis International Large Cap Value ETF 0.1 25 17 9.3 -0.2
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.1 66 -24 10.2 +0.7
PBUS Invesco MSCI USA ETF 0.1 4 38 5.2 -4.3
KLMT Invesco MSCI Global Climate 500 ETF 0.1 10 32 6.1 -3.4
ILCB iShares Morningstar U.S. Equity ETF 0.1 3 39 5.2 -4.3
OPTZ Optimize Strategy Index ETF 0.1 50 -8 5.3 -4.2
SCHX Schwab U.S. Large-Cap ETF 0.1 3 39 5.3 -4.2
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 12 5.9 -3.6
DCOR Dimensional US Core Equity 1 ETF 0.1 14 28 5.8 -3.7
DFAC Dimensional U.S. Core Equity 2 ETF 0.1 17 25 6.0 -3.5
SCHK Schwab 1000 Index ETF 0.1 5 37 5.3 -4.2
VTI Vanguard Total Stock Market ETF 0.1 3 39 5.2 -4.3
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.1 12 30 8.1 -1.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.1 2 40 5.3 -4.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.1 7 35 5.2 -4.3
VOTE TCW Transform 500 ETF 0.1 5 37 5.2 -4.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.1 9 33 5.0 -4.6
FSMD Fidelity Small-Mid Multifactor ETF 0.1 15 27 7.0 -2.5
VFQY Vanguard U.S. Quality Factor ETF 0.1 13 29 6.6 -2.9
APUE ActivePassive U.S. Equity ETF 0.1 45 -3 4.9 -4.6
DFAT Dimensional U.S. Targeted Value ETF 0.1 28 14 10.0 +0.5
SMLF iShares U.S. SmallCap Equity Factor ETF 0.1 15 27 6.0 -3.5
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 33 5.0 -4.5
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.1 35 7 21.6 +12.1
VV Vanguard Large-Cap ETF 0.1 4 38 5.2 -4.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 31 5.2 -4.3
VWID Virtus WMC International Dividend ETF 0.1 49 -7 8.8 -0.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1 9 33 6.1 -3.4
NACP Impact Shares NAACP Minority Empowerment ETF 0.1 49 -7 4.9 -4.6
SMMD iShares Russell 2500 ETF 0.1 15 27 6.2 -3.3
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.1 45 -3 4.9 -4.6
DFUS Dimensional U.S. Equity ETF 0.1 9 33 5.3 -4.2
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.1 45 -3 11.0 +1.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.1 75 -33 3.7 -5.8
SPXN ProShares S&P 500 Ex-Financials ETF 0.1 9 33 5.0 -4.5
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.1 58 -16 10.1 +0.6
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 -23 5.0 -4.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.1 64 -22 2.4 -7.1
DIHP Dimensional International High Profitability ETF 0.1 29 13 7.4 -2.1
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 0.1 5 37 7.1 -2.4
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.1 30 12 9.3 -0.2
SNPE Xtrackers S&P 500 ESG ETF 0.1 10 32 5.4 -4.1
DON WisdomTree U.S. MidCap Dividend Fund 0.1 38 4 8.3 -1.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.1 39 3 4.0 -5.5
ROAM Hartford Multifactor Emerging Markets ETF 0.1 44 -2 11.3 +1.8
QUS SPDR MSCI USA StrategicFactors ETF 0.1 15 27 5.8 -3.7
LQPE PEO AlphaQuest Thematic PE ETF 0.1 125 -83 6.9 -2.6
DFAU Dimensional US Core Equity Market ETF 0.1 12 30 5.5 -4.0
BKLC BNY Mellon US Large Cap Core Equity ETF 0.1 0 42 5.3 -4.2
VSLU Applied Finance Valuation Large Cap ETF 0.1 49 -7 5.9 -3.6
GLOF iShares Global Equity Factor ETF 0.0 20 22 6.8 -2.7
STRV Strive 500 ETF 0.0 5 37 5.2 -4.3
RVRB Reverb ETF 0.0 30 12 3.7 -5.8
SFY SoFi Select 500 ETF 0.0 0 42 4.8 -4.7
ROUS Hartford Multifactor US Equity ETF 0.0 19 23 7.2 -2.3
DFVX Dimensional US Large Cap Vector ETF 0.0 22 20 6.6 -3.0
IWO iShares Russell 2000 Growth ETF 0.0 24 18 1.5 -8.0
VTWG Vanguard Russell 2000 Growth ETF 0.0 15 27 1.5 -8.0
DFSV Dimensional US Small Cap Value ETF 0.0 31 11 10.9 +1.4
GXC SPDR S&P China ETF 0.0 59 -17 16.7 +7.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.0 29 13 4.8 -4.7
AVSU Avantis Responsible U.S. Equity ETF 0.0 15 27 6.4 -3.1
NUSC Nuveen ESG Small-Cap ETF 0.0 31 11 5.3 -4.2
FLCH Franklin FTSE China ETF 0.0 19 23 17.2 +7.7
DLS WisdomTree International SmallCap Dividend Fund 0.0 58 -16 8.9 -0.6
EPS WisdomTree U.S. LargeCap Fund 0.0 8 34 6.1 -3.4
GMF SPDR S&P Emerging Asia Pacific ETF 0.0 49 -7 10.0 +0.5
INRO iShares U.S. Industry Rotation Active ETF 0.0 42 0 4.1 -5.4
ONEQ Fidelity Nasdaq Composite Index ETF 0.0 21 21 4.3 -5.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.0 15 27 4.3 -5.2
FMDE Fidelity Enhanced Mid Cap ETF 0.0 23 19 5.8 -3.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.0 25 17 6.0 -3.5
FLAX Franklin FTSE Asia Ex Japan ETF 0.0 19 23 10.8 +1.3
DFSU Dimensional US Sustainability Core 1 ETF 0.0 18 24 5.8 -3.7
AFLG First Trust Active Factor Large Cap ETF 0.0 55 -13 6.2 -3.3
IGRO iShares International Dividend Growth ETF 0.0 15 27 7.3 -2.2
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.0 15 27 6.0 -3.5
HDUS Hartford Disciplined US Equity ETF 0.0 19 23 5.9 -3.6

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

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RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

Forward
multiple:		 iShares Global Timber & Forestry ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

SPECULATIVE
Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 9.1 %
Divided by: Fwd. P/BV 0.9 x
Less: Expense ratio 42 bp
Equals: ALTAR Score 9.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.63 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.