iShares Global Timber & Forestry ETF
ALTAR
Score™		 11.6% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 14.6x P/Sales
ratio		 0.5x
P/BV
ratio		 0.7x Div.
yield		 4.0%


  • 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) $249
Currency USD
Expense ratio 42 bp
Distributions Semi-annual

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 25
Wgt avg mkt cap (mns) $6,548
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
WEYERHAEUSER CO 8.6 %
SUZANO PAPEL E CELULOSE SA 6.9 %
WEST FRASER TIMBER CO LTD 6.8 %
SMURFIT WESTROCK PLC 6.7 %
INTERNATIONAL PAPER CO 5.9 %
KLABIN SA - UNIT 5.6 %
STORA ENSO OYJ-R SHS 4.8 %
SYLVAMO CORPORATION 4.7 %
UPM-KYMMENE OYJ 4.5 %
SVENSKA CELLULOSA AB-B SHS 4.3 %
Total 58.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 23.4 %
BRAZIL 13.2 %
SWEDEN 9.6 %
JAPAN 9.4 %
FINLAND 9.2 %
CANADA 6.8 %
IRELAND 6.7 %
BRITAIN 4.2 %
HONG KONG 4.1 %
THAILAND 3.4 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-4.9% -3.2% -3.9% 5.6% 3.8%

Market Correlations
versus... Beta R-squared
S&P500 0.76 26%
MSCI EAFE 0.87 47%
MSCI Emg. Mkts. 0.55 31%

Technical Indicators
Recent close $67.00
30d moving avg. $68.22
Annualized volatility 17.1%
Short interest (ETF) 0.8%
Relative strength (RSI) 45

Liquidity measures
Avg. volume (thou.) 20
Turnover 0.5%
Bid/Ask (% of price) 0.47%
ADV underlying (mns) $492

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 534 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™: 11.6%


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
(%)
GNR SPDR S&P Global Natural Resources ETF 10.2 40 2 8.2 -3.4
SPRE SP Funds S&P Global REIT Sharia ETF 9.1 55 -13 5.4 -6.3
FTRI First Trust Indxx Global Natural Resources Income ETF 8.6 70 -28 6.5 -5.2
EFNL iShares MSCI Finland ETF 6.1 56 -14 5.2 -6.5
EFRA iShares Environmental Infrastructure and Industrials ETF 5.9 47 -5 5.0 -6.6
XLB Materials Select Sector SPDR 4.8 8 34 5.4 -6.3
NDIV Amplify Natural Resources Dividend Income ETF 4.6 59 -17 11.2 -0.4
IVRA Invesco Real Assets ESG ETF 4.4 59 -17 6.2 -5.4
NANR SPDR S&P North American Natural Resources ETF 4.1 35 7 6.2 -5.5
RSPM Invesco S&P 500 Equal Weight Materials ETF 3.9 40 2 5.5 -6.1
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 3.7 46 -4 7.5 -4.2
SDOG ALPS Sector Dividend Dogs ETF 3.7 36 6 8.2 -3.4
VRAI Virtus Real Asset Income ETF 3.3 55 -13 8.3 -3.4
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 3.2 40 2 7.6 -4.0
PSR Invesco Active U.S. Real Estate Fund 3.1 35 7 7.1 -4.6
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 3.1 60 -18 3.8 -7.8
OCEN IQ Clean Oceans ETF 3.0 45 -3 4.6 -7.1
BRF VanEck Brazil Small-Cap ETF 2.9 66 -24 11.2 -0.4
FLN First Trust Latin America AlphaDEX Fund 2.8 80 -38 10.1 -1.6
CGDV Capital Group Dividend Value ETF 2.7 33 9 3.8 -7.9
VAW Vanguard Materials ETF 2.5 9 33 4.9 -6.7
HOMZ Hoya Capital Housing ETF 2.4 30 12 10.5 -1.1
FMAT Fidelity MSCI Materials Index ETF 2.4 8 34 4.9 -6.7
MXI iShares Global Materials ETF 2.3 41 1 5.7 -5.9
PSCM Invesco S&P SmallCap Materials ETF 2.3 29 13 9.2 -2.4
ECH iShares MSCI Chile ETF 2.2 58 -16 7.5 -4.2
DVY iShares Select Dividend ETF 2.2 38 4 8.2 -3.5
SDG iShares MSCI Global Sustainable Development Goals ETF 2.2 49 -7 4.3 -7.3
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 2.1 7 35 10.2 -1.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.1 65 -23 4.4 -7.3
SDEM Global X MSCI SuperDividend Emerging Markets ETF 2.0 67 -25 12.5 +0.9
POWA Invesco Bloomberg Pricing Power ETF 2.0 40 2 5.8 -5.9
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.9 40 2 5.1 -6.5
IYM iShares U.S. Basic Materials ETF 1.9 40 2 4.3 -7.3
ERTH Invesco MSCI Sustainable Future ETF 1.9 62 -20 2.9 -8.8
XLRE Real Estate Select Sector SPDR 1.9 8 34 7.2 -4.4
EWZ iShares MSCI Brazil ETF 1.9 58 -16 10.9 -0.7
IDOG ALPS International Sector Dividend Dogs ETF 1.8 50 -8 9.0 -2.6
ABLD Abacus FCF Real Assets Leaders ETF 1.8 69 -27 6.5 -5.1
SPDV AAM S&P 500 High Dividend Value ETF 1.8 29 13 10.7 -0.9
EDOG ALPS Emerging Sector Dividend Dogs ETF 1.8 60 -18 10.6 -1.1
HAP VanEck Natural Resources ETF 1.8 50 -8 6.5 -5.1
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 1.7 60 -18 7.6 -4.1
SCHH Schwab U.S. REIT ETF 1.7 7 35 7.3 -4.3
FREL Fidelity MSCI Real Estate Index ETF 1.6 8 34 7.1 -4.6
VNQ Vanguard Real Estate ETF 1.5 13 29 6.9 -4.8
FEGE First Eagle Global Equity ETF 1.5 79 -37 6.0 -5.7
FXZ First Trust Materials AlphaDEX Fund 1.4 61 -19 6.4 -5.2
FKU First Trust United Kingdom AlphaDEX Fund 1.4 80 -38 7.2 -4.5
CSTK Invesco Comstock Contrarian Equity ETF 1.4 35 7 5.8 -5.9
MAGA Point Bridge America First ETF 1.4 72 -30 5.3 -6.4
EELV Invesco S&P Emerging Markets Low Volatility ETF 1.4 29 13 8.8 -2.8
IYR iShares U.S. Real Estate ETF 1.3 40 2 7.0 -4.6
ROSC Hartford Multifactor Small Cap ETF 1.3 34 8 7.2 -4.4
XMLV Invesco S&P MidCap Low Volatility ETF 1.3 25 17 7.0 -4.6
FPRO Fidelity Real Estate Investment ETF 1.2 59 -17 6.1 -5.5
DISV Dimensional International Small Cap Value ETF 1.2 42 0 8.0 -3.7
FJP First Trust Japan AlphaDEX Fund 1.2 80 -38 7.3 -4.3
FLBR Franklin FTSE Brazil ETF 1.2 19 23 12.0 +0.3
EWD iShares MSCI Sweden ETF 1.1 54 -12 5.0 -6.6
AIEQ AI Powered Equity ETF 1.1 75 -33 3.6 -8.1
IGE iShares North American Natural Resources ETF 1.1 41 1 5.6 -6.1
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 1.1 61 -19 6.0 -5.7
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.1 30 12 13.9 +2.3
FEP First Trust Europe AlphaDEX Fund 1.1 80 -38 6.7 -5.0
FEUZ First Trust Eurozone AlphaDEX ETF 1.0 80 -38 6.3 -5.3
FSCS First Trust SMID Capital Strength ETF 1.0 60 -18 7.2 -4.4
EWUS iShares MSCI United Kingdom Small Cap ETF 1.0 59 -17 7.3 -4.3
RNMC First Trust Mid Cap US Equity Select ETF 1.0 60 -18 6.6 -5.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.0 60 -18 5.8 -5.8
CCNR ALPS CoreCommodity Natural Resources ETF 1.0 39 3 7.7 -4.0
FID First Trust S&P International Dividend Aristocrats ETF 1.0 60 -18 7.6 -4.0
SYLD Cambria Shareholder Yield ETF 0.9 59 -17 10.4 -1.3
DEEP Roundhill Acquirers Deep Value ETF 0.9 80 -38 15.7 +4.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.9 38 4 5.1 -6.5
FTA First Trust Large Cap Value AlphaDEX Fund 0.9 59 -17 7.7 -3.9
FLLA Franklin FTSE Latin America ETF 0.9 19 23 10.6 -1.0
AVMV Avantis U.S. Mid Cap Value ETF 0.8 20 22 7.2 -4.4
WWJD Inspire International ETF 0.8 80 -38 6.2 -5.4
VBR Vanguard Small Cap Value ETF 0.8 7 35 7.8 -3.8
FEM First Trust Emerging Markets AlphaDEX Fund 0.8 80 -38 8.5 -3.2
SPVM Invesco S&P 500 Value with Momentum ETF 0.8 39 3 6.4 -5.3
ECNS iShares MSCI China Small-Cap ETF 0.8 59 -17 8.9 -2.8
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.8 38 4 9.1 -2.5
RNEM First Trust Emerging Markets Equity Select ETF 0.8 75 -33 8.1 -3.5
FAB First Trust Multi Cap Value AlphaDEX Fund 0.7 67 -25 8.7 -2.9
WDIV SPDR S&P Global Dividend ETF 0.7 40 2 9.0 -2.6
EWZS iShares MSCI Brazil Small-Cap ETF 0.7 59 -17 11.6 -0.1
AVIV Avantis International Large Cap Value ETF 0.7 25 17 6.8 -4.8
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.7 35 7 6.3 -5.4
KNO AXS Knowledge Leaders ETF 0.7 78 -36 3.8 -7.9
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.6 80 -38 6.3 -5.4
JPRE JPMorgan Realty Income ETF 0.6 50 -8 7.0 -4.6
NUMV Nuveen ESG Mid-Cap Value ETF 0.6 31 11 5.5 -6.2
DES WisdomTree U.S. SmallCap Dividend Fund 0.6 38 4 8.2 -3.5
BLES Inspire Global Hope ETF 0.6 61 -19 5.6 -6.0
SCJ iShares MSCI Japan Small-Cap ETF 0.6 50 -8 5.5 -6.1
IMCV iShares Morningstar Mid-Cap Value ETF 0.6 6 36 7.0 -4.6
FDL First Trust Morningstar Dividend Leaders Index Fund 0.6 45 -3 9.1 -2.6
IWS iShares Russell Mid-Cap Value ETF 0.6 23 19 6.0 -5.7
FNK First Trust Mid Cap Value AlphaDEX Fund 0.6 70 -28 9.8 -1.9
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.6 36 6 8.3 -3.3
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 0.6 80 -38 11.6 -0.0
SIZE iShares MSCI USA Size Factor ETF 0.6 15 27 5.4 -6.2
THD iShares MSCI Thailand ETF 0.6 58 -16 0.0 -11.6
TPHD Timothy Plan High Dividend Stock ETF 0.6 52 -10 6.1 -5.5
CGUS Capital Group Core Equity ETF 0.6 33 9 3.5 -8.2
XSHQ Invesco S&P SmallCap Quality ETF 0.5 29 13 6.8 -4.8
DSMC Distillate Small/Mid Cash Flow ETF 0.5 55 -13 10.8 -0.8
GEW Cambria Global EW ETF 0.5 29 13 5.3 -6.3
IDX VanEck Indonesia Index ETF 0.5 57 -15 10.2 -1.5
EIDO iShares MSCI Indonesia ETF 0.5 59 -17 11.0 -0.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.5 9 33 5.1 -6.5
DFIS Dimensional International Small Cap ETF 0.5 39 3 6.0 -5.6
EQAL Invesco Russell 1000 Equal Weight ETF 0.5 20 22 6.0 -5.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.5 20 22 5.5 -6.2
AUSF Global X Adaptive U.S. Factor ETF 0.5 27 15 8.2 -3.4
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.5 20 22 8.5 -3.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 0.5 38 4 7.0 -4.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 0.5 35 7 7.0 -4.6
GVAL Cambria Global Value ETF 0.5 68 -26 8.7 -2.9
TTAC FCF US Quality ETF 0.5 59 -17 5.6 -6.1
CVAR Cultivar ETF 0.5 87 -45 7.2 -4.5
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.5 54 -12 5.9 -5.8
ICPY Tweedy, Browne International Insider Value ETF 0.5 80 -38 21.1 +9.5
JHMM John Hancock Multifactor Mid Cap ETF 0.5 42 0 5.3 -6.3
AVIE Avantis  Inflation Focused Equity ETF 0.5 25 17 6.1 -5.6
VOE Vanguard Mid-Cap Value ETF 0.5 7 35 6.8 -4.9
EBI Longview Advantage ETF 0.5 35 7 5.8 -5.8
WBIY WBI Power Factor High Dividend ETF 0.5 100 -58 12.2 +0.6
DFE WisdomTree Europe SmallCap Dividend Fund 0.5 58 -16 7.5 -4.1
VB Vanguard Small-Cap ETF 0.5 5 37 5.1 -6.5
IWR iShares Russell Midcap ETF 0.5 19 23 5.3 -6.4
ESGD iShares ESG Aware MSCI EAFE ETF 0.5 20 22 5.7 -6.0
IDLV Invesco S&P International Developed Low Volatility ETF 0.5 25 17 6.4 -5.2
ULVM VictoryShares US Value Momentum ETF 0.5 20 22 6.1 -5.6
JHID John Hancock International High Dividend ETF 0.5 46 -4 7.8 -3.9
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 0.4 95 -53 9.5 -2.2
FYT First Trust Small Cap Value AlphaDEX Fund 0.4 73 -31 10.1 -1.6
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.4 24 18 6.8 -4.8
CGDG Capital Group Dividend Growers ETF 0.4 47 -5 5.2 -6.5
QDF FlexShares Quality Dividend Index Fund 0.4 37 5 5.2 -6.4
DFIV Dimensional International Value ETF 0.4 27 15 7.7 -3.9
EUSA iShares MSCI USA Equal Weighted ETF 0.4 9 33 5.4 -6.2
QDEF FlexShares Quality Dividend Defensive Index Fund 0.4 37 5 5.3 -6.3
FNDC Schwab Fundamental International Small Co. Index ETF 0.4 39 3 6.7 -5.0
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.4 45 -3 6.5 -5.2
OBOR KraneShares MSCI One Belt One Road Index ETF 0.4 79 -37 7.2 -4.4
IEUS iShares MSCI Europe Small-Cap ETF 0.4 42 0 6.6 -5.0
XC WisdomTree Emerging Markets Ex-China Fund 0.4 32 10 6.5 -5.1
AVDE Avantis International Equity ETF 0.4 23 19 6.1 -5.5
FEX First Trust Large Cap Core AlphaDEX Fund 0.4 59 -17 4.8 -6.8
SCZ iShares MSCI EAFE Small-Cap ETF 0.4 40 2 6.0 -5.6
SIXL ETC 6 Meridian Low Beta Equity ETF 0.4 80 -38 6.2 -5.5
GVLU Gotham 1000 Value ETF 0.4 50 -8 8.3 -3.4
DXIV Dimensional International Vector Equity ETF 0.4 34 8 6.5 -5.2
RSP Invesco S&P 500 Equal Weight ETF 0.4 20 22 5.8 -5.8
DFIC Dimensional International Core Equity 2 ETF 0.4 23 19 6.1 -5.5
JHMD John Hancock Multifactor Developed International ETF 0.4 39 3 6.1 -5.5
GQRE FlexShares Global Quality Real Estate Index Fund 0.4 45 -3 7.4 -4.3
EES WisdomTree U.S. SmallCap Fund 0.4 38 4 7.9 -3.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.4 9 33 3.7 -8.0
AVMC Avantis U.S. Mid Cap Equity ETF 0.4 18 24 5.9 -5.7
IMCB iShares Morningstar Mid-Cap ETF 0.4 4 38 5.1 -6.5
RPV Invesco S&P 500 Pure Value ETF 0.4 35 7 8.8 -2.8
RFDI First Trust Riverfront Dynamic Developed International ETF 0.4 83 -41 7.7 -4.0
AVSD Avantis Responsible International Equity ETF 0.4 23 19 5.8 -5.8
ISMD Inspire Small/Mid Cap ETF 0.4 54 -12 5.0 -6.7
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.4 35 7 3.1 -8.6
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 0.4 9 33 7.8 -3.8
FNDF Schwab Fundamental International Large Co. Index ETF 0.4 25 17 7.1 -4.6
COPY Tweedy, Browne Insider + Value ETF 0.3 80 -38 14.7 +3.1
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.3 15 27 7.9 -3.7
STXV Strive 1000 Value ETF 0.3 18 24 6.8 -4.8
IJJ iShares S&P Mid-Cap 400 Value ETF 0.3 18 24 7.9 -3.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.3 10 32 8.0 -3.7
XOEF iShares S&P 500 ex S&P 100 ETF 0.3 20 22 4.6 -7.1
NUSC Nuveen ESG Small-Cap ETF 0.3 31 11 4.8 -6.8
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.3 30 12 6.2 -5.5
DFSI Dimensional International Sustainability Core 1 ETF 0.3 24 18 5.6 -6.0
FNDA Schwab Fundamental US Small Co. Index ETF 0.3 25 17 6.0 -5.6
DXJ WisdomTree Japan Hedged Equity Fund 0.3 48 -6 5.2 -6.5
VFVA Vanguard U.S. Value Factor ETF 0.3 13 29 9.4 -2.2
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.3 59 -17 8.3 -3.3
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.3 12 30 5.2 -6.4
SQLV Royce Quant Small-Cap Quality Value ETF 0.3 60 -18 8.0 -3.7
HAPS Harbor Human Capital Factor US Small Cap ETF 0.3 60 -18 3.4 -8.2
PPIE Putnam PanAgora ESG International Equity ETF 0.3 49 -7 6.2 -5.4
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.3 42 0 7.3 -4.4
STXK Strive Small-Cap ETF 0.3 18 24 5.2 -6.5
EZU iShares MSCI Eurozone ETF 0.3 52 -10 5.5 -6.1
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.3 39 3 13.2 +1.5
HEZU iShares Currency Hedged MSCI Eurozone ETF 0.3 53 -11 5.4 -6.2
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.3 25 17 6.3 -5.4
IQSI IQ Candriam International Equity ETF 0.3 15 27 5.5 -6.2
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.3 14 28 5.2 -6.4
AVDV Avantis International Small Cap Value ETF 0.3 36 6 7.5 -4.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.3 15 27 6.6 -5.1
FNX First Trust Mid Cap Core AlphaDEX Fund 0.3 60 -18 6.1 -5.5
EFV iShares MSCI EAFE Value ETF 0.3 34 8 7.5 -4.1
IYJ iShares U.S. Industrials ETF 0.3 40 2 4.1 -7.6
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.3 20 22 7.3 -4.3
AVDS Avantis International Small Cap Equity ETF 0.3 30 12 5.9 -5.8
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.3 39 3 7.4 -4.2
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.3 47 -5 7.7 -3.9
PXH Invesco FTSE RAFI Emerging Markets ETF 0.3 49 -7 12.9 +1.3
FYX First Trust Small Cap Core AlphaDEX Fund 0.3 61 -19 5.3 -6.3
TPIF Timothy Plan International ETF 0.3 62 -20 5.5 -6.1
BKSE BNY Mellon US Small Cap Core Equity ETF 0.3 4 38 5.2 -6.5
JHSC John Hancock Multifactor Small Cap ETF 0.3 42 0 6.0 -5.7
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.3 45 -3 5.5 -6.1
PRXV Praxis Impact Large Cap Value ETF 0.3 36 6 5.5 -6.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.3 12 30 4.3 -7.3
VO Vanguard Mid-Cap ETF 0.3 4 38 20.7 +9.1
WSML iShares MSCI World Small-Cap ETF 0.3 15 27 5.2 -6.4
RAFE PIMCO RAFI ESG U.S. ETF 0.3 29 13 6.0 -5.6
SSPY Syntax Stratified LargeCap ETF 0.3 30 12 6.0 -5.6
AVES Avantis Emerging Markets Value ETF 0.3 36 6 8.5 -3.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.3 52 -10 4.9 -6.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.3 24 18 7.1 -4.6
SCHC Schwab International Small-Cap Equity ETF 0.2 11 31 6.5 -5.2
DIVB iShares Core Dividend ETF 0.2 5 37 6.8 -4.8
EQL Alps Equal Sector Weight ETF 0.2 25 17 5.1 -6.6
FRDM Freedom 100 Emerging Markets ETF 0.2 49 -7 4.8 -6.9
IEUR iShares Core MSCI Europe ETF 0.2 11 31 6.3 -5.3
IEV iShares Europe ETF 0.2 67 -25 5.8 -5.8
NUDV Nuveen ESG Dividend ETF 0.2 26 16 6.1 -5.6
FLEE Franklin FTSE Europe ETF 0.2 9 33 6.3 -5.4
VGK Vanguard FTSE Europe ETF 0.2 6 36 6.5 -5.1
EMMF WisdomTree Emerging Markets Multifactor Fund 0.2 48 -6 7.8 -3.9
HFXI IQ FTSE International Equity Currency Neutral ETF 0.2 20 22 5.4 -6.2
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 17 7.9 -3.7
DIM WisdomTree International MidCap Dividend Fund 0.2 58 -16 6.3 -5.4
BBEU JPMorgan BetaBuilders Europe ETF 0.2 9 33 6.2 -5.5
CIL VictoryShares International Volatility Wtd ETF 0.2 45 -3 5.8 -5.8
DFAI Dimensional International Core Equity Market ETF 0.2 18 24 6.0 -5.7
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.2 70 -28 6.1 -5.5
SPEU SPDR Portfolio Europe ETF 0.2 7 35 6.4 -5.2
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.2 80 -38 9.0 -2.6
AFMC First Trust Active Factor Mid Cap ETF 0.2 65 -23 6.8 -4.8
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.2 46 -4 5.5 -6.1
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 3 6.1 -5.5
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.2 39 3 9.6 -2.0
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.2 12 30 6.1 -5.5
SCHY Schwab International Dividend Equity ETF 0.2 14 28 8.4 -3.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.2 32 10 3.8 -7.8
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.2 50 -8 7.4 -4.2
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.2 47 -5 7.0 -4.7
JPIN J.P. Morgan Diversified Return International Equity ETF 0.2 37 5 7.0 -4.6
FDEV Fidelity International Multifactor ETF 0.2 18 24 7.3 -4.3
MNZL Manzil Russell Halal USA Broad MarketETF 0.2 40 2 3.6 -8.1
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.2 8 34 6.2 -5.5
IUSV iShares Core S&P US Value ETF 0.2 4 38 5.8 -5.9
FDRR Fidelity Dividend ETF for Rising Rates 0.2 15 27 5.6 -6.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.2 58 -16 5.0 -6.6
SAGP Strategas Global Policy Opportunities ETF 0.2 65 -23 4.9 -6.8
IQDF FlexShares International Quality Dividend Index Fund 0.2 47 -5 7.3 -4.3
DIVN Horizon Dividend Income ETF 0.2 70 -28 6.5 -5.1
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.2 4 38 5.6 -6.0
IVE iShares S&P 500 Value ETF 0.2 18 24 5.5 -6.1
VOOV Vanguard S&P 500 Value ETF 0.2 7 35 5.6 -6.0
XJH iShares ESG Screened S&P Mid-Cap ETF 0.2 12 30 5.8 -5.8
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 27 5.7 -6.0
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.2 35 7 6.1 -5.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.2 29 13 6.4 -5.3
PRF Invesco FTSE RAFI US 1000 ETF 0.2 34 8 5.5 -6.1
EVUS iShares ESG Aware MSCI USA Value ETF 0.2 18 24 5.5 -6.1
VYMI Vanguard International High Dividend Yield ETF 0.2 17 25 8.0 -3.7
IEFA iShares Core MSCI EAFE ETF 0.2 7 35 6.0 -5.7
VLUE iShares MSCI USA Value Factor ETF 0.2 15 27 5.8 -5.8
IWD iShares Russell 1000 Value ETF 0.2 19 23 5.3 -6.4
VONV Vanguard Russell 1000 Value ETF 0.2 7 35 5.4 -6.3
IVLU iShares MSCI Intl Value Factor ETF 0.2 30 12 7.9 -3.8
GVUS Marketbeta Russell 1000 Value Equity ETF 0.2 12 30 5.3 -6.3
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.2 25 17 6.1 -5.5
GSID Goldman Sachs MarketBeta International Equity ETF 0.2 20 22 5.8 -5.9
EQIN Columbia US Equity Income ETF 0.2 35 7 6.2 -5.5
BKF iShares MSCI BIC ETF 0.2 69 -27 14.5 +2.8
IDEV iShares Core MSCI International Developed Markets ETF 0.2 4 38 5.9 -5.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.2 17 25 4.8 -6.8
JPXN iShares JPX-Nikkei 400 ETF 0.2 48 -6 5.2 -6.4
MDY SPDR S&P Midcap 400 ETF Trust 0.2 23 19 5.8 -5.9
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.2 32 10 6.8 -4.8
ESGG FlexShares STOXX Global ESG Select Index Fund 0.2 42 0 3.9 -7.7
DEW WisdomTree Global High Dividend Fund 0.2 58 -16 7.3 -4.4
HLAL Wahed FTSE USA Shariah ETF 0.2 50 -8 3.4 -8.3
IJH iShares Core S&P Mid-Cap ETF 0.2 5 37 6.0 -5.7
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.2 49 -7 5.9 -5.7
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 17 6.1 -5.6
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.2 3 39 6.0 -5.7
IVOO Vanguard S&P Mid-Cap 400 ETF 0.2 7 35 5.9 -5.7
SUSL iShares ESG MSCI USA Leaders ETF 0.2 10 32 4.1 -7.5
VYM Vanguard High Dividend Yield Index ETF 0.2 6 36 6.0 -5.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.2 10 32 4.1 -7.5
BKIE BNY Mellon International Equity ETF 0.2 4 38 5.9 -5.7
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.2 39 3 6.9 -4.8
DEUS Xtrackers Russell US Multifactor ETF 0.2 17 25 6.4 -5.3
DFUV Dimensional US Marketwide Value ETF 0.2 22 20 6.0 -5.7
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.2 20 22 5.6 -6.1
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.2 32 10 13.1 +1.5
RWL Invesco S&P 500 Revenue ETF 0.2 39 3 5.7 -5.9
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.2 12 30 3.6 -8.1
VEA Vanguard FTSE Developed Markets ETF 0.2 3 39 5.8 -5.9
DFLV Dimensional US Large Cap Value ETF 0.2 22 20 6.0 -5.7
AFSM First Trust Active Factor Small Cap ETF 0.2 75 -33 5.7 -6.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.2 80 -38 7.0 -4.6
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.2 20 22 5.6 -6.0
FNDX Schwab Fundamental US Large Co. Index ETF 0.2 25 17 6.1 -5.5
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.2 15 27 8.9 -2.7
JHML John Hancock Multifactor Large Cap ETF 0.2 29 13 4.4 -7.3
FVAL Fidelity Value Factor ETF 0.2 15 27 5.7 -5.9
IJS iShares S&P Small-Cap 600 Value ETF 0.2 18 24 8.8 -2.8
SCHA Schwab U.S. Small-Cap ETF 0.2 4 38 4.2 -7.4
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.2 36 6 5.3 -6.4
APIE ActivePassive International Equity ETF 0.1 45 -3 6.3 -5.3
WOMN Impact Shares YWCA Women's Empowerment ETF 0.1 75 -33 4.8 -6.9
SCHF Schwab International Equity ETF 0.1 6 36 5.7 -5.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.1 10 32 8.9 -2.7
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.1 41 1 6.4 -5.2
IMCG iShares Morningstar Mid-Cap Growth ETF 0.1 6 36 3.2 -8.5
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 3 39 5.6 -6.0
VSGX Vanguard ESG International Stock ETF 0.1 10 32 6.3 -5.3
VXUS Vanguard Total International Stock ETF 0.1 5 37 6.4 -5.2
EMGF iShares Emerging Markets Equity Factor ETF 0.1 25 17 8.2 -3.5
VEXC Vanguard Emerging Markets Ex-China ETF 0.1 7 35 5.5 -6.2
IXUS iShares Core MSCI Total International Stock ETF 0.1 7 35 6.3 -5.3
EFA iShares MSCI EAFE ETF 0.1 35 7 5.7 -6.0
HEFA iShares Currency Hedged MSCI EAFE ETF 0.1 35 7 5.7 -6.0
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.1 24 18 4.8 -6.8
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.1 59 -17 7.9 -3.7
ECON Columbia Emerging Markets Consumer ETF 0.1 49 -7 6.0 -5.6
ENHU iShares Enhanced Large Cap Core Active ETF 0.1 22 20 4.0 -7.6
NULC Nuveen ESG Large-Cap ETF 0.1 21 21 3.8 -7.8
FLGB Franklin FTSE United Kingdom ETF 0.1 9 33 6.8 -4.8
FLJP Franklin FTSE Japan ETF 0.1 9 33 5.2 -6.4
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.1 29 13 6.9 -4.7
DLS WisdomTree International SmallCap Dividend Fund 0.1 58 -16 7.3 -4.3
VEU Vanguard FTSE All-World ex-US Index Fund 0.1 4 38 6.5 -5.1
ILCV iShares Morningstar Value ETF 0.1 4 38 5.3 -6.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.1 15 27 6.0 -5.7
SPXT ProShares S&P 500 Ex-Technology ETF 0.1 9 33 4.9 -6.7
XCEM Columbia EM Core ex-China ETF 0.1 16 26 4.5 -7.1
FLJH Franklin FTSE Japan Hedged ETF 0.1 9 33 4.9 -6.7
ISCV iShares Morningstar Small Cap Value ETF 0.1 6 36 7.8 -3.9
XCNY SPDR S&P Emerging Markets ex-China ETF 0.1 15 27 5.4 -6.2
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.1 38 4 6.5 -5.1
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.1 35 7 9.5 -2.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.1 15 27 6.2 -5.5
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 12 6.3 -5.4
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.1 35 7 4.8 -6.8
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.1 45 -3 7.4 -4.2
JHEM John Hancock Multifactor Emerging Markets ETF 0.1 49 -7 7.0 -4.7
CFA VictoryShares US 500 Volatility Wtd ETF 0.1 35 7 5.3 -6.3
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.1 40 2 5.3 -6.4
NULV Nuveen ESG Large-Cap Value ETF 0.1 26 16 5.1 -6.6
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.1 35 7 6.6 -5.1
QINT American Century Quality Diversified International ETF 0.1 39 3 6.5 -5.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.1 18 24 6.8 -4.8
AVEM Avantis Emerging Markets Equity ETF 0.1 33 9 6.5 -5.1
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.1 15 27 4.1 -7.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.1 29 13 5.4 -6.2
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.1 41 1 5.8 -5.8
DSPY Tema S&P 500 Historical Weight ETF 0.1 18 24 4.3 -7.4
DFEV Dimensional Emerging Markets Value ETF 0.1 43 -1 8.8 -2.9
DFAE Dimensional Emerging Core Equity Market ETF 0.1 35 7 6.5 -5.2
ISCB iShares Morningstar Small-Cap ETF 0.1 4 38 5.3 -6.3
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 38 5.5 -6.2
SCHE Schwab Emerging Markets Equity ETF 0.1 11 31 9.1 -2.5
VWO Vanguard FTSE Emerging Markets ETF 0.1 7 35 8.8 -2.8
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.1 20 22 5.8 -5.8
IUS Invesco RAFI Strategic US ETF 0.1 19 23 5.5 -6.2
AVUS Avantis U.S. Equity ETF 0.1 15 27 4.6 -7.0
KOKU Xtrackers MSCI Kokusai Equity ETF 0.1 9 33 4.3 -7.3
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 34 8 6.1 -5.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.1 24 18 5.9 -5.8
IQDG WisdomTree International Quality Dividend Growth Fund 0.1 42 0 5.7 -5.9
DCOR Dimensional US Core Equity 1 ETF 0.1 14 28 4.5 -7.2
VT Vanguard Total World Stock ETF 0.1 6 36 4.9 -6.8
TOPC iShares S&P 500 3% Capped ETF 0.1 15 27 4.2 -7.4
DFAC Dimensional U.S. Core Equity 2 ETF 0.1 17 25 4.6 -7.1
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.1 53 -11 4.6 -7.0
DXUV Dimensional US Vector Equity ETF 0.1 28 14 5.2 -6.5
TOK iShares MSCI Kokusai ETF 0.1 26 16 4.2 -7.5
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.1 19 23 4.7 -7.0
PTL Inspire 500 ETF 0.1 9 33 4.2 -7.4
AVSC Avantis U.S Small Cap Equity ETF 0.1 25 17 4.6 -7.0
SPXV ProShares S&P 500 Ex-Health Care ETF 0.1 9 33 3.8 -7.9
AVSE Avantis Responsible Emerging Markets Equity ETF 0.1 33 9 6.2 -5.5
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.1 18 24 6.1 -5.5
VTV Vanguard Value ETF 0.1 4 38 5.8 -5.9
ISCG iShares Morningstar Small-Cap Growth ETF 0.1 6 36 2.7 -9.0
KLMN Invesco MSCI North America Climate ETF 0.1 9 33 4.2 -7.5
XVV iShares ESG Screened S&P 500 ETF 0.1 8 34 4.0 -7.6
EMXC iShares MSCI Emerging Markets ex China ETF 0.1 25 17 4.6 -7.0
ACWI iShares MSCI ACWI ETF 0.1 32 10 4.5 -7.1
SMMD iShares Russell 2500 ETF 0.1 15 27 5.4 -6.3
URTH iShares MSCI World ETF 0.1 24 18 4.2 -7.4
IPAC iShares Core MSCI Pacific ETF 0.1 9 33 5.4 -6.3
RVRB Reverb ETF 0.1 30 12 4.0 -7.6
LDEM iShares ESG MSCI EM Leaders ETF 0.1 17 25 12.1 +0.5
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 33 7.6 -4.1
VONE Vanguard Russell 1000 ETF 0.1 7 35 4.1 -7.5
IWB iShares Russell 1000 ETF 0.1 15 27 4.0 -7.6
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.1 3 39 4.2 -7.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.1 2 40 4.1 -7.6
BKLC BNY Mellon US Large Cap Core Equity ETF 0.1 0 42 4.0 -7.6
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 33 3.9 -7.7
VOTE TCW Transform 500 ETF 0.1 5 37 4.0 -7.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 31 4.0 -7.6
CATH Global X S&P 500 Catholic Values Custom ETF 0.1 29 13 3.9 -7.7
CHRI Global X S&P 500 Christian Values ETF 0.1 29 13 3.8 -7.8
GXLC Global X U.S. 500 ETF 0.1 2 40 4.0 -7.7
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.1 15 27 7.4 -4.3
SNPE Xtrackers S&P 500 ESG ETF 0.1 10 32 4.3 -7.4
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.1 20 22 3.9 -7.8
RAUS RACWI US ETF 0.1 15 27 4.0 -7.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.1 25 17 4.8 -6.8
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.1 32 10 4.5 -7.2
FMDE Fidelity Enhanced Mid Cap ETF 0.1 23 19 5.3 -6.4
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.1 58 -16 5.3 -6.3
XJR iShares ESG Screened S&P Small-Cap ETF 0.1 12 30 6.1 -5.5
VTI Vanguard Total Stock Market ETF 0.1 3 39 4.0 -7.6
IWV iShares Russell 3000 ETF 0.1 20 22 3.9 -7.7
QVML Invesco S&P 500 QVM Multi-factor ETF 0.1 11 31 4.2 -7.4
DMXF iShares ESG Advanced MSCI EAFE ETF 0.1 12 30 4.8 -6.8
SFY SoFi Select 500 ETF 0.1 0 42 3.6 -8.1
SPY SPDR S&P 500 ETF 0.1 9 33 4.0 -7.6
SPYM State Street SPDR Portfolio S&P 500 ETF 0.1 2 40 4.3 -7.3
VOO Vanguard S&P 500 ETF 0.1 3 39 4.1 -7.5
IVV iShares Core S&P 500 ETF 0.1 3 39 4.1 -7.5
VTHR Vanguard Russell 3000 ETF 0.1 7 35 4.0 -7.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.1 3 39 4.0 -7.6
IGRO iShares International Dividend Growth ETF 0.1 15 27 6.7 -4.9
VXF Vanguard Extended Market ETF 0.1 5 37 3.7 -8.0
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.1 15 27 5.0 -6.6
STRV Strive 500 ETF 0.1 5 37 4.0 -7.7
ILCB iShares Morningstar U.S. Equity ETF 0.1 3 39 4.0 -7.7
GSPY Gotham Enhanced 500 ETF 0.1 50 -8 4.3 -7.4
DEHP Dimensional Emerging Markets High Profitability ETF 0.1 41 1 4.3 -7.3
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.1 30 12 7.4 -4.3
XMAG Defiance Large Cap ex-Mag 7 ETF 0.1 35 7 4.2 -7.5
SUSA iShares MSCI USA ESG Select ETF 0.1 25 17 3.9 -7.8
IYY iShares Dow Jones U.S. ETF 0.1 20 22 4.0 -7.7
ACVF American Conservative Values ETF 0.1 75 -33 3.6 -8.1
AVSU Avantis Responsible U.S. Equity ETF 0.1 15 27 4.8 -6.9
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 35 9.1 -2.5
DHS WisdomTree U.S. High Dividend Fund 0.1 38 4 8.2 -3.4
JQUA JPMorgan U.S. Quality Factor ETF 0.1 12 30 4.8 -6.9
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 33 4.0 -7.6
EEM iShares MSCI Emerging Markets ETF 0.1 69 -27 7.2 -4.5
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 0.1 69 -27 6.8 -4.8
TOV JLens 500 Jewish Advocacy U.S. ETF 0.1 18 24 3.8 -7.8
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.1 3 39 6.4 -5.3
VIOO Vanguard S&P Small-Cap 600 ETF 0.1 7 35 6.2 -5.5
IJR iShares Core S&P Small Cap ETF 0.1 6 36 6.3 -5.4
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 12 5.2 -6.5
VPL Vanguard FTSE Pacific ETF 0.1 7 35 4.9 -6.7
PBUS Invesco MSCI USA ETF 0.1 4 38 4.1 -7.6
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 6 7.0 -4.6
SPXN ProShares S&P 500 Ex-Financials ETF 0.1 9 33 3.8 -7.8
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.1 33 9 5.6 -6.0
BKEM BNY Mellon Emerging Markets Equity ETF 0.1 11 31 7.3 -4.4
FSMD Fidelity Small-Mid Multifactor ETF 0.1 15 27 6.4 -5.3
REVS Columbia Research Enhanced Value ETF 0.1 19 23 6.6 -5.0
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.1 58 -16 8.1 -3.5
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 -23 6.2 -5.4
KLMT Invesco MSCI Global Climate 500 ETF 0.1 10 32 4.8 -6.8
IQLT iShares MSCI Intl Quality Factor ETF 0.1 30 12 5.4 -6.2
VEGN US Vegan Climate ETF 0.1 60 -18 3.1 -8.6
USXF iShares ESG Advanced MSCI USA ETF 0.1 10 32 3.6 -8.1
DFAU Dimensional US Core Equity Market ETF 0.1 12 30 4.2 -7.5
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.1 30 12 6.1 -5.5
ESGU iShares ESG Aware MSCI USA ETF 0.1 15 27 4.0 -7.6
VFQY Vanguard U.S. Quality Factor ETF 0.1 13 29 5.5 -6.2
LVHI Franklin International Low Volatility High Dividend Index ET 0.1 40 2 7.5 -4.1
GXC SPDR S & P China ETF 0.1 59 -17 18.1 +6.5
DFJ WisdomTree Japan SmallCap Dividend Fund 0.1 58 -16 6.7 -5.0
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.1 66 -24 6.6 -5.1
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.1 40 2 5.6 -6.0
PKW Invesco Buyback Achievers ETF 0.1 62 -20 7.4 -4.3
VTWV Vanguard Russell 2000 Value ETF 0.1 10 32 4.9 -6.8
IWN iShares Russell 2000 Value ETF 0.1 24 18 4.7 -6.9
SCHB Schwab U.S. Broad Market ETF 0.1 3 39 4.1 -7.5
DFUS Dimensional U.S. Equity ETF 0.1 9 33 4.0 -7.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1 9 33 4.7 -6.9
DFSU Dimensional US Sustainability Core 1 ETF 0.1 18 24 4.6 -7.1
SCHX Schwab U.S. Large-Cap ETF 0.1 3 39 4.1 -7.5
SCHK Schwab 1000 Index ETF 0.1 5 37 4.1 -7.5
VSLU Applied Finance Valuation Large Cap ETF 0.1 49 -7 4.8 -6.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.1 10 32 4.1 -7.5
DTH WisdomTree International High Dividend Fund 0.1 58 -16 7.3 -4.3
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.1 58 -16 6.4 -5.2
NACP Impact Shares NAACP Minority Empowerment ETF 0.0 49 -7 3.5 -8.2
RWK Invesco S&P MidCap 400 Revenue ETF 0.0 39 3 7.7 -3.9
DSI iShares MSCI KLD 400 Social ETF 0.0 25 17 4.0 -7.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.0 45 -3 3.4 -8.3
APUE ActivePassive U.S. Equity ETF 0.0 45 -3 3.8 -7.8
SMLF iShares U.S. SmallCap Equity Factor ETF 0.0 15 27 4.8 -6.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.0 39 3 3.5 -8.1
DFAT Dimensional U.S. Targeted Value ETF 0.0 28 14 8.6 -3.0
GWX SPDR S&P International Small Cap ETF 0.0 40 2 5.7 -5.9
VV Vanguard Large-Cap ETF 0.0 4 38 4.0 -7.7
GLBL Pacer MSCI World Industry Advantage ETF 0.0 65 -23 3.2 -8.4
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.0 15 27 8.2 -3.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.0 20 22 4.1 -7.5
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.0 20 22 4.0 -7.7
RSSL Global X Russell 2000 ETF 0.0 8 34 2.6 -9.0
FLCH Franklin FTSE China ETF 0.0 19 23 17.5 +5.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.0 25 17 5.5 -6.1
IWM iShares Russell 2000 ETF 0.0 19 23 2.6 -9.1
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.0 30 12 7.2 -4.4
ISCF iShares International SmallCap Equity Factor ETF 0.0 23 19 7.2 -4.5
DFSV Dimensional US Small Cap Value ETF 0.0 31 11 8.8 -2.8
VTWO Vanguard Russell 2000 ETF 0.0 7 35 2.7 -8.9
ILCG iShares Morningstar Growth ETF 0.0 4 38 2.9 -8.8
DFAS Dimensional U.S. Small Cap ETF 0.0 26 16 5.5 -6.1
GMF SPDR S&P Emerging Asia Pacific ETF 0.0 49 -7 8.3 -3.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.0 7 35 4.0 -7.7
FENI Fidelity Enhanced International ETF 0.0 28 14 5.7 -5.9
RECS Columbia Research Enhanced Core ETF 0.0 15 27 5.2 -6.4
DTD WisdomTree U.S. Total Dividend Fund 0.0 28 14 5.6 -6.0
DIHP Dimensional International High Profitability ETF 0.0 29 13 5.7 -6.0
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.0 29 13 3.9 -7.8
IMFL Invesco International Developed Dynamic Multifactor ETF 0.0 34 8 5.0 -6.7
EMXF iShares ESG Advanced MSCI EM ETF 0.0 16 26 6.4 -5.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.0 19 23 5.0 -6.6
IWO iShares Russell 2000 Growth ETF 0.0 24 18 0.5 -11.2
FLAX Franklin FTSE Asia Ex Japan ETF 0.0 19 23 6.5 -5.1
DWM WisdomTree International Equity Fund 0.0 48 -6 5.6 -6.1
VTWG Vanguard Russell 2000 Growth ETF 0.0 10 32 0.6 -11.0
FELV Fidelity Enhanced Large Cap Value ETF 0.0 18 24 5.5 -6.2
STXG Strive 1000 Growth ETF 0.0 18 24 3.1 -8.5
DFVX Dimensional US Large Cap Vector ETF 0.0 22 20 5.2 -6.5
AVUQ Avantis U.S. Quality ETF 0.0 15 27 3.5 -8.2

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

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RESULTS & ESTIMATES

  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 8.5 %
Divided by: Fwd. P/BV 0.7 x
Less: Expense ratio 42 bp
Equals: ALTAR Score 11.6 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.57 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.