iShares Global Timber & Forestry ETF
ALTAR
Score™		 13.2% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 15.1x P/Sales
ratio		 0.6x
P/BV
ratio		 0.8x Div.
yield		 3.9%


  • 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) $226
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 26
Wgt avg mkt cap (mns) $5,371
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
POTLATCH CORP 8.6 %
KLABIN SA - UNIT 5.7 %
STORA ENSO OYJ-R SHS 5.7 %
RAYONIER INC 5.7 %
WEYERHAEUSER CO 5.4 %
OJI PAPER CO LTD 4.9 %
SHANDONG SUNPAPER LTD A 4.6 %
SYLVAMO CORPORATION 4.5 %
SUZANO PAPEL E CELULOSE SA 4.4 %
UPM-KYMMENE OYJ 4.3 %
Total 53.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 29.3 %
BRAZIL 11.4 %
SWEDEN 11.4 %
FINLAND 10.8 %
JAPAN 10.1 %
THAILAND 4.0 %
CANADA 3.9 %
BRITAIN 3.8 %
CHILE 2.5 %
SOUTH AFRICA 2.4 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-9.1% -13.8% 3.3% 5.3% 3.8%

Market Correlations
versus... Beta R-squared
S&P500 0.91 47%
MSCI EAFE 0.79 47%
MSCI Emg. Mkts. 0.76 50%

Technical Indicators
Recent close $69.71
30d moving avg. $71.68
Annualized volatility 17.1%
Short interest (ETF) 0.3%
Relative strength (RSI) 40

Liquidity measures
Avg. volume (thou.) 14
Turnover 0.4%
Bid/Ask (% of price) 0.48%
ADV underlying (mns) $492

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 543 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™: 13.2%


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 48.3 61 -19 11.2 -2.1
GNR SPDR S&P Global Natural Resources ETF 9.8 40 2 10.5 -2.7
FTRI First Trust Indxx Global Natural Resources Income ETF 9.4 70 -28 7.8 -5.4
SPRE SP Funds S&P Global REIT Sharia ETF 7.5 55 -13 6.2 -7.0
EFNL iShares MSCI Finland ETF 6.7 56 -14 6.3 -6.9
IVRA Invesco Real Assets ESG ETF 4.8 59 -17 6.5 -6.7
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 3.7 46 -4 9.6 -3.6
RSPM Invesco S&P 500 Equal Weight Materials ETF 3.6 40 2 8.2 -5.0
XLB Materials Select Sector SPDR Fund 3.5 8 34 6.7 -6.6
NANR SPDR S&P North American Natural Resources ETF 3.5 35 7 8.2 -5.0
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 3.2 40 2 8.3 -4.9
IYM iShares U.S. Basic Materials ETF 3.1 40 2 6.3 -6.9
PSR Invesco Active U.S. Real Estate Fund 3.1 35 7 7.9 -5.3
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 3.1 60 -18 5.6 -7.7
GSFP Goldman Sachs Future Planet Equity ETF 2.9 75 -33 4.2 -9.0
CCNR ALPS CoreCommodity Natural Resources ETF 2.7 39 3 9.2 -4.0
FLN First Trust Latin America AlphaDEX Fund 2.7 80 -38 11.1 -2.1
FJP First Trust Japan AlphaDEX Fund 2.7 80 -38 8.3 -4.9
SDG iShares MSCI Global Sustainable Development Goals ETF 2.5 49 -7 4.9 -8.3
MXI iShares Global Materials ETF 2.4 41 1 7.3 -5.9
EWZ iShares MSCI Brazil ETF 2.4 58 -16 12.1 -1.1
PSCM Invesco S&P SmallCap Materials ETF 2.3 29 13 12.9 -0.3
ECH iShares MSCI Chile ETF 2.3 58 -16 7.5 -5.7
HAP VanEck Natural Resources ETF 2.2 50 -8 9.0 -4.2
SDOG ALPS Sector Dividend Dogs ETF 2.1 36 6 9.8 -3.5
HOMZ Hoya Capital Housing ETF 2.1 30 12 9.8 -3.4
POWA Invesco Bloomberg Pricing Power ETF 2.0 40 2 5.9 -7.3
FXZ First Trust Materials AlphaDEX Fund 2.0 61 -19 9.9 -3.3
FMAT Fidelity MSCI Materials Index ETF 2.0 8 34 6.5 -6.7
IDOG ALPS International Sector Dividend Dogs ETF 2.0 50 -8 11.5 -1.7
VAW Vanguard Materials ETF 2.0 9 33 6.5 -6.7
SAGP Strategas Global Policy Opportunities ETF 2.0 65 -23 5.5 -7.7
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.9 40 2 6.1 -7.1
GLRY Inspire Faithward Mid Cap Momentum ETF 1.9 80 -38 6.1 -7.1
FLBR Franklin FTSE Brazil ETF 1.9 19 23 13.8 +0.5
ERTH Invesco MSCI Sustainable Future ETF 1.9 62 -20 3.3 -9.9
CGDV Capital Group Dividend Value ETF 1.8 33 9 4.6 -8.6
FREL Fidelity MSCI Real Estate Index ETF 1.8 8 34 7.7 -5.5
EDOG ALPS Emerging Sector Dividend Dogs ETF 1.8 60 -18 10.9 -2.4
SCHH Schwab U.S. REIT ETF 1.7 7 35 8.3 -4.9
XLRE Real Estate Select Sector SPDR Fund 1.7 8 34 7.9 -5.4
TCV Towle Value ETF 1.7 85 -43 11.6 -1.6
QDIV Global X S&P 500 Quality Dividend ETF 1.7 20 22 9.1 -4.1
JPRE JPMorgan Realty Income ETF 1.7 50 -8 8.8 -4.4
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.7 15 27 4.1 -9.1
SMAP Amplify Small-Mid Cap Equity ETF 1.6 60 -18 5.6 -7.6
VNQ Vanguard Real Estate ETF 1.6 13 29 7.6 -5.6
TEMP JPMorgan Climate Change Solutions ETF 1.6 49 -7 5.6 -7.6
DISV Dimensional International Small Cap Value ETF 1.5 42 0 9.0 -4.3
FLLA Franklin FTSE Latin America ETF 1.5 19 23 12.3 -0.9
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.5 85 -43 3.7 -9.6
IRET iREIT - MarketVector Quality REIT Index ETF 1.5 60 -18 7.2 -6.1
EWD iShares MSCI Sweden ETF 1.4 54 -12 5.3 -7.9
CSTK Invesco Comstock Contrarian Equity ETF 1.4 35 7 7.0 -6.2
EELV Invesco S&P Emerging Markets Low Volatility ETF 1.4 29 13 8.8 -4.4
ULVM VictoryShares US Value Momentum ETF 1.4 20 22 7.4 -5.8
MAGA Point Bridge America First ETF 1.3 72 -30 6.4 -6.8
XMLV Invesco S&P MidCap Low Volatility ETF 1.3 25 17 7.3 -5.9
IYR iShares U.S. Real Estate ETF 1.3 40 2 7.6 -5.6
WTV WisdomTree US Value Fund of Benef Interest 1.2 12 30 9.1 -4.2
BLLD JPMorgan Sustainable Infrastructure ETF 1.2 49 -7 5.9 -7.3
SPYD SPDR Portfolio S&P 500 High Dividend ETF 1.1 7 35 11.1 -2.1
NUMV Nuveen ESG Mid-Cap Value ETF 1.1 31 11 7.0 -6.3
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.1 30 12 17.4 +4.2
FYT First Trust Small Cap Value AlphaDEX Fund 1.1 73 -31 12.1 -1.1
VRAI Virtus Real Asset Income ETF 1.0 55 -13 10.7 -2.5
FRDM Freedom 100 Emerging Markets ETF 1.0 49 -7 7.3 -5.9
KNO AXS Knowledge Leaders ETF 1.0 78 -36 5.8 -7.4
DEEP Roundhill Acquirers Deep Value ETF 1.0 80 -38 19.1 +5.9
FSCS First Trust SMID Capital Strength ETF 1.0 60 -18 7.2 -6.0
SURE AdvisorShares Insiders Advantage ETF 1.0 90 -48 9.9 -3.4
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 1.0 80 -38 14.0 +0.8
IGE iShares North American Natural Resources ETF 0.9 41 1 7.6 -5.6
DVY iShares Select Dividend ETF 0.9 38 4 9.2 -4.0
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 0.9 80 -38 6.0 -7.2
ABLD Abacus FCF Real Assets Leaders ETF 0.9 69 -27 6.7 -6.5
BLES Inspire Global Hope ETF 0.9 61 -19 6.8 -6.4
INEQ Columbia International Equity Income ETF 0.9 45 -3 7.6 -5.6
WWJD Inspire International ETF 0.9 80 -38 7.1 -6.1
SCJ iShares MSCI Japan Small-Cap ETF 0.9 50 -8 6.7 -6.5
SIXS ETC 6 Meridian Small Cap Equity ETF 0.9 89 -47 9.8 -3.4
BRF VanEck Brazil Small-Cap ETF 0.8 66 -24 11.5 -1.7
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.8 65 -23 2.3 -10.9
VOE Vanguard Mid-Cap Value ETF 0.8 7 35 7.8 -5.4
SPVM Invesco S&P 500 Value with Momentum ETF 0.8 39 3 7.6 -5.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.8 24 18 8.3 -4.9
ONEY SPDR Russell 1000 Yield Focus ETF 0.8 20 22 10.3 -2.9
DGLO First Trust RBA Deglobalization ETF 0.8 70 -28 6.8 -6.4
TPHD Timothy Plan High Dividend Stock ETF 0.8 52 -10 7.3 -5.9
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.8 54 -12 7.3 -6.0
GVAL Cambria Global Value ETF 0.7 68 -26 10.6 -2.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 0.7 38 4 7.8 -5.4
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 0.7 35 7 7.9 -5.4
IMCV iShares Morningstar Mid-Cap Value ETF 0.7 6 36 8.3 -5.0
RNEM First Trust Emerging Markets Equity Select ETF 0.7 75 -33 8.4 -4.8
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.7 80 -38 11.1 -2.2
ROSC Hartford Multifactor Small Cap ETF 0.7 34 8 9.3 -4.0
SQLV Royce Quant Small-Cap Quality Value ETF 0.7 60 -18 9.6 -3.6
ECNS iShares MSCI China Small-Cap ETF 0.7 59 -17 9.0 -4.2
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.7 35 7 7.6 -5.6
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 0.7 9 33 8.8 -4.4
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.7 24 18 7.3 -6.0
OCEN IQ Clean Oceans ETF 0.7 45 -3 5.1 -8.1
DFIV Dimensional International Value ETF 0.6 27 15 9.0 -4.2
EWZS iShares MSCI Brazil Small-Cap ETF 0.6 59 -17 11.0 -2.2
DFIS Dimensional International Small Cap ETF 0.6 39 3 7.1 -6.1
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.6 80 -38 8.7 -4.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.6 29 13 8.4 -4.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.6 18 24 7.9 -5.4
FEM First Trust Emerging Markets AlphaDEX Fund 0.6 80 -38 11.3 -1.9
FYX First Trust Small Cap Core AlphaDEX Fund 0.6 61 -19 5.9 -7.3
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.6 38 4 10.2 -3.1
SYLD Cambria Shareholder Yield ETF 0.6 59 -17 12.8 -0.4
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.6 80 -38 8.2 -5.0
DSMC Distillate Small/Mid Cash Flow ETF 0.6 55 -13 12.9 -0.3
FKU First Trust United Kingdom AlphaDEX Fund 0.6 80 -38 7.6 -5.6
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.6 60 -18 6.7 -6.5
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.6 36 6 11.1 -2.1
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.6 12 30 7.6 -5.6
DIM WisdomTree International MidCap Dividend Fund 0.6 58 -16 7.2 -6.1
AVIE Avantis  Inflation Focused Equity ETF 0.6 25 17 7.3 -5.9
ESGD iShares ESG Aware MSCI EAFE ETF 0.6 20 22 6.5 -6.8
XSHQ Invesco S&P SmallCap Quality ETF 0.5 29 13 7.8 -5.4
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 0.5 95 -53 10.9 -2.3
EQAL Invesco Russell 1000 Equal Weight ETF 0.5 20 22 7.2 -6.0
AVSD Avantis Responsible International Equity ETF 0.5 23 19 5.1 -8.2
COPY Tweedy, Browne Insider + Value ETF 0.5 80 -38 12.0 -1.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.5 20 22 6.6 -6.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.5 4 38 6.1 -7.2
TTAC FCF US Quality ETF 0.5 59 -17 6.0 -7.3
THD iShares MSCI Thailand ETF 0.5 58 -16 0.0 -13.2
IWS iShares Russell Mid-Cap Value ETF 0.5 23 19 7.2 -6.0
FDEV Fidelity International Multifactor ETF 0.5 18 24 7.5 -5.7
FEGE First Eagle Global Equity ETF 0.5 79 -37 6.7 -6.6
DVYE iShares Emerging Markets Dividend ETF 0.5 49 -7 17.7 +4.5
NULC Nuveen ESG Large-Cap ETF 0.5 21 21 4.7 -8.5
FNDA Schwab Fundamental US Small Co. Index ETF 0.5 25 17 9.0 -4.2
VO Vanguard Mid-Cap ETF 0.5 4 38 6.0 -7.3
DEW WisdomTree Global High Dividend Fund 0.5 58 -16 8.4 -4.9
RAFE PIMCO RAFI ESG U.S. ETF 0.5 29 13 7.0 -6.2
NUDV Nuveen ESG Dividend ETF 0.5 26 16 7.7 -5.6
DFIC Dimensional International Core Equity 2 ETF 0.5 23 19 7.2 -6.1
IDLV Invesco S&P International Developed Low Volatility ETF 0.5 25 17 6.6 -6.6
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.4 47 -5 9.4 -3.8
IJJ iShares S&P Mid-Cap 400 Value ETF 0.4 18 24 8.8 -4.4
HAPS Harbor Human Capital Factor US Small Cap ETF 0.4 60 -18 3.9 -9.3
AVDV Avantis International Small Cap Value ETF 0.4 36 6 9.0 -4.2
AFSM First Trust Active Factor Small Cap ETF 0.4 75 -33 7.6 -5.7
EMMF WisdomTree Emerging Markets Multifactor Fund 0.4 48 -6 7.0 -6.3
BKSE BNY Mellon US Small Cap Core Equity ETF 0.4 4 38 5.9 -7.3
MDYV SPDR S&P 400 Mid Cap Value ETF 0.4 15 27 8.8 -4.4
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.4 45 -3 8.5 -4.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.4 10 32 8.9 -4.3
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.4 14 28 6.0 -7.3
JHMD John Hancock Multifactor Developed International ETF 0.4 39 3 7.2 -6.0
JPIN J.P. Morgan Diversified Return International Equity ETF 0.4 37 5 7.9 -5.3
UIVM VictoryShares International Value Momentum ETF 0.4 35 7 8.4 -4.9
FNDF Schwab Fundamental International Large Co. Index ETF 0.4 25 17 9.1 -4.2
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.4 39 3 11.7 -1.5
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.4 43 -1 6.2 -7.0
AVDE Avantis International Equity ETF 0.4 23 19 7.1 -6.1
FNDC Schwab Fundamental International Small Co. Index ETF 0.4 39 3 5.8 -7.4
RSP Invesco S&P 500 Equal Weight ETF 0.4 20 22 6.8 -6.4
ISMD Inspire Small/Mid Cap ETF 0.4 54 -12 5.6 -7.6
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.4 42 0 6.3 -6.9
EQIN Columbia US Equity Income ETF 0.4 35 7 6.8 -6.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.4 12 30 5.1 -8.2
JHMM John Hancock Multifactor Mid Cap ETF 0.4 42 0 6.3 -6.9
AVUV Avantis U.S. Small Cap Value ETF 0.4 25 17 10.1 -3.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.4 15 27 8.1 -5.1
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.4 20 22 8.2 -5.0
RPV Invesco S&P 500 Pure Value ETF 0.4 35 7 10.4 -2.9
DXIV Dimensional International Vector Equity ETF 0.4 34 8 7.6 -5.7
IWR iShares Russell Midcap ETF 0.4 19 23 6.3 -7.0
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.4 35 7 3.8 -9.4
DFSI Dimensional International Sustainability Core 1 ETF 0.4 24 18 6.2 -7.1
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.4 39 3 15.3 +2.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.4 24 18 7.6 -5.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.4 9 33 6.2 -7.0
EFV iShares MSCI EAFE Value ETF 0.4 34 8 8.6 -4.6
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.4 30 12 7.5 -5.7
SCZ iShares MSCI EAFE Small-Cap ETF 0.4 40 2 6.9 -6.3
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.4 59 -17 9.9 -3.3
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.4 12 30 5.9 -7.4
IMCB iShares Morningstar Mid-Cap ETF 0.4 4 38 6.2 -7.0
IQSI IQ Candriam International Equity ETF 0.4 15 27 6.2 -7.0
DEUS Xtrackers Russell US Multifactor ETF 0.4 17 25 6.9 -6.3
EUSA iShares MSCI USA Equal Weighted ETF 0.3 9 33 6.3 -6.9
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.3 42 0 9.5 -3.7
DES WisdomTree U.S. SmallCap Dividend Fund 0.3 38 4 9.5 -3.7
DHS WisdomTree U.S. High Dividend Fund 0.3 38 4 8.3 -4.9
SIZE iShares MSCI USA Size Factor ETF 0.3 15 27 6.1 -7.1
STXK Strive Small-Cap ETF 0.3 18 24 6.1 -7.1
DXJ WisdomTree Japan Hedged Equity Fund 0.3 48 -6 6.8 -6.4
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.3 46 -4 6.5 -6.7
VTWV Vanguard Russell 2000 Value ETF 0.3 10 32 7.9 -5.3
IWN iShares Russell 2000 Value ETF 0.3 24 18 7.8 -5.4
BBEU JPMorgan BetaBuilders Europe ETF 0.3 9 33 7.0 -6.2
AVLV Avantis U.S. Large Cap Value ETF 0.3 15 27 7.9 -5.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.3 52 -10 5.7 -7.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.3 58 -16 5.7 -7.6
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.3 45 -3 6.7 -6.5
FAB First Trust Multi Cap Value AlphaDEX Fund 0.3 67 -25 10.2 -3.0
DTH WisdomTree International High Dividend Fund 0.3 58 -16 8.0 -5.2
AVES Avantis Emerging Markets Value ETF 0.3 36 6 10.7 -2.6
ILF iShares Latin America 40 ETF 0.3 48 -6 11.7 -1.5
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.3 29 13 7.6 -5.6
FLEE Franklin FTSE Europe ETF 0.3 9 33 7.0 -6.2
SIXL ETC 6 Meridian Low Beta Equity ETF 0.3 80 -38 6.3 -6.9
DFAI Dimensional International Core Equity Market ETF 0.3 18 24 6.8 -6.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.3 17 25 6.0 -7.2
EZU iShares MSCI Eurozone ETF 0.3 52 -10 6.4 -6.8
VYMI Vanguard International High Dividend Yield ETF 0.3 17 25 9.1 -4.1
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.3 58 -16 6.7 -6.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.3 14 28 4.9 -8.3
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.3 58 -16 6.5 -6.8
AVMC Avantis U.S. Mid Cap Equity ETF 0.3 18 24 6.9 -6.3
SCHC Schwab International Small-Cap Equity ETF 0.3 11 31 7.6 -5.6
SCHY Schwab International Dividend Equity ETF 0.3 14 28 9.4 -3.8
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 3 6.4 -6.9
FEX First Trust Large Cap Core AlphaDEX Fund 0.3 59 -17 5.9 -7.3
PTL Inspire 500 ETF 0.3 9 33 5.4 -7.9
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 0.3 44 -2 10.4 -2.9
XOEF iShares S&P 500 ex S&P 100 ETF 0.3 20 22 5.7 -7.6
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.3 39 3 10.0 -3.2
IEUR iShares Core MSCI Europe ETF 0.3 11 31 7.1 -6.1
PXH Invesco FTSE RAFI Emerging Markets ETF 0.3 49 -7 14.6 +1.4
XC WisdomTree Emerging Markets Ex-China Fund 0.3 32 10 5.4 -7.8
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.3 50 -8 10.2 -3.0
EVUS iShares ESG Aware MSCI USA Value ETF 0.3 18 24 6.6 -6.7
VGK Vanguard FTSE Europe ETF 0.3 6 36 7.3 -6.0
IEV iShares Europe ETF 0.3 67 -25 6.6 -6.7
STXV Strive 1000 Value ETF 0.3 18 24 8.3 -5.0
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.3 24 18 7.3 -5.9
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.3 40 2 7.1 -6.1
HFXI IQ FTSE International Equity Currency Neutral ETF 0.3 20 22 6.6 -6.7
GSID Goldman Sachs MarketBeta International Equity ETF 0.3 20 22 6.5 -6.7
SPEU SPDR Portfolio Europe ETF 0.2 7 35 7.2 -6.1
IQDG WisdomTree International Quality Dividend Growth Fund 0.2 42 0 6.6 -6.7
FFLC Fidelity Fundamental Large Cap Core ETF 0.2 38 4 4.5 -8.7
BKIE BNY Mellon International Equity ETF 0.2 4 38 6.6 -6.6
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.2 39 3 7.7 -5.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.2 15 27 7.4 -5.8
XJH iShares ESG Screened S&P Mid-Cap ETF 0.2 12 30 7.3 -5.9
JPXN iShares JPX-Nikkei 400 ETF 0.2 48 -6 6.2 -7.0
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.2 8 34 7.3 -6.0
FEUZ First Trust Eurozone AlphaDEX ETF 0.2 80 -38 7.8 -5.5
FDRR Fidelity Dividend ETF for Rising Rates 0.2 15 27 6.9 -6.3
PRXV Praxis Impact Large Cap Value ETF 0.2 36 6 6.8 -6.5
AIEQ AI Powered Equity ETF 0.2 75 -33 4.9 -8.3
JQUA JPMorgan U.S. Quality Factor ETF 0.2 12 30 6.0 -7.3
TPIF Timothy Plan International ETF 0.2 62 -20 6.1 -7.2
RFDI First Trust Riverfront Dynamic Developed International ETF 0.2 83 -41 9.0 -4.3
CALF Pacer US Small Cap Cash Cows 100 ETF 0.2 59 -17 10.6 -2.6
SHUS Syntax Stratified U.S. Total Market Hedged ETF 0.2 65 -23 6.5 -6.8
SSPY Syntax Stratified LargeCap ETF 0.2 30 12 6.8 -6.4
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.2 36 6 6.3 -6.9
IEFA iShares Core MSCI EAFE ETF 0.2 7 35 6.7 -6.5
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.2 32 10 8.3 -5.0
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.2 35 7 9.9 -3.3
XCEM Columbia EM Core ex-China ETF 0.2 16 26 7.6 -5.7
FLGB Franklin FTSE United Kingdom ETF 0.2 9 33 7.2 -6.0
JVAL JPMorgan U.S. Value Factor ETF 0.2 12 30 8.0 -5.3
IJH iShares Core S&P Mid-Cap ETF 0.2 5 37 7.4 -5.9
MDY SPDR S&P Midcap 400 ETF Trust 0.2 24 18 7.2 -6.1
PRF Invesco FTSE RAFI US 1000 ETF 0.2 39 3 6.8 -6.4
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 17 7.4 -5.8
IJT iShares S&P Small-Cap 600 Growth ETF 0.2 18 24 5.6 -7.7
SCHA Schwab U.S. Small-Cap ETF 0.2 4 38 6.3 -6.9
EMGF iShares Emerging Markets Equity Factor ETF 0.2 25 17 10.6 -2.6
IVOO Vanguard S&P Mid-Cap 400 ETF 0.2 7 35 7.4 -5.9
ECON Columbia Emerging Markets Consumer ETF 0.2 49 -7 11.4 -1.8
VFMO Vanguard U.S. Momentum Factor ETF 0.2 13 29 3.0 -10.2
GVUS Marketbeta Russell 1000 Value Equity ETF 0.2 12 30 6.6 -6.6
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.2 18 24 7.2 -6.0
DWM WisdomTree International Equity Fund 0.2 48 -6 7.1 -6.1
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.2 3 39 7.3 -5.9
XCNY SPDR S&P Emerging Markets ex-China ETF 0.2 15 27 7.2 -6.1
IDEV iShares Core MSCI International Developed Markets ETF 0.2 4 38 6.7 -6.5
ONEO SPDR Russell 1000 Momentum Focus ETF 0.2 20 22 6.8 -6.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.2 10 32 5.7 -7.6
SLYG SPDR S&P 600 Small Cap Growth ETF 0.2 15 27 5.6 -7.6
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.2 20 22 6.1 -7.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.2 7 35 5.9 -7.4
BBCA JPMorgan BetaBuilders Canada ETF 0.2 19 23 6.4 -6.8
VEA Vanguard FTSE Developed Markets ETF 0.2 3 39 6.9 -6.4
IVLU iShares MSCI Intl Value Factor ETF 0.2 30 12 9.7 -3.5
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.2 41 1 8.1 -5.2
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.2 39 3 5.8 -7.4
VSGX Vanguard ESG International Stock ETF 0.2 10 32 7.5 -5.7
VTV Vanguard Value ETF 0.2 4 38 6.9 -6.3
FTA First Trust Large Cap Value AlphaDEX Fund 0.2 59 -17 9.1 -4.2
FNDX Schwab Fundamental US Large Co. Index ETF 0.2 25 17 7.3 -5.9
DEHP Dimensional Emerging Markets High Profitability ETF 0.2 41 1 6.3 -7.0
SPDW SPDR Portfolio Developed World ex-US ETF 0.2 3 39 6.7 -6.5
DIVB iShares Core Dividend ETF 0.2 5 37 8.4 -4.9
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.2 41 1 7.1 -6.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.2 25 17 8.0 -5.3
DGRW WisdomTree US Quality Dividend Growth Fund 0.2 28 14 5.6 -7.7
EFA iShares MSCI EAFE ETF 0.2 35 7 6.4 -6.8
SCHF Schwab International Equity ETF 0.2 6 36 6.9 -6.4
IUSV iShares Core S&P US Value ETF 0.2 4 38 6.4 -6.8
IWM iShares Russell 2000 ETF 0.2 19 23 4.2 -9.0
BKF iShares MSCI BIC ETF 0.2 69 -27 12.7 -0.5
VTWO Vanguard Russell 2000 ETF 0.2 7 35 4.3 -8.9
ISCV iShares Morningstar Small Cap Value ETF 0.2 6 36 9.5 -3.8
DMXF iShares ESG Advanced MSCI EAFE ETF 0.2 12 30 5.3 -8.0
EWU iShares MSCI United Kingdom ETF 0.2 50 -8 7.8 -5.5
AVSC Avantis U.S Small Cap Equity ETF 0.2 25 17 5.4 -7.9
JHML John Hancock Multifactor Large Cap ETF 0.2 29 13 5.4 -7.9
FDMO Fidelity Momentum Factor ETF 0.2 15 27 3.6 -9.6
AVDS Avantis International Small Cap Equity ETF 0.2 30 12 7.0 -6.2
DEM WisdomTree Emerging Markets High Dividend Fund 0.2 63 -21 12.7 -0.5
RSSL Global X Russell 2000 ETF 0.2 8 34 4.2 -9.1
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.2 25 17 7.1 -6.1
VXUS Vanguard Total International Stock ETF 0.2 5 37 7.6 -5.6
HLAL Wahed FTSE USA Shariah ETF 0.2 50 -8 4.7 -8.6
VOOV Vanguard S&P 500 Value ETF 0.2 7 35 6.3 -7.0
IVE iShares S&P 500 Value ETF 0.2 18 24 6.2 -7.1
SPYV SPDR Portfolio S&P 500 Value ETF 0.2 4 38 6.3 -6.9
JHEM John Hancock Multifactor Emerging Markets ETF 0.2 49 -7 9.3 -3.9
IXUS iShares Core MSCI Total International Stock ETF 0.2 7 35 7.5 -5.7
VEU Vanguard FTSE All-World ex-US Index Fund 0.2 4 38 7.7 -5.6
AVEM Avantis Emerging Markets Equity ETF 0.2 33 9 8.1 -5.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.2 10 32 5.0 -8.3
CFA VictoryShares US 500 Volatility Wtd ETF 0.2 35 7 6.1 -7.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.2 40 2 6.0 -7.2
SCHV Schwab U.S. Large-Cap Value ETF 0.2 4 38 6.8 -6.4
RWL Invesco S&P 500 Revenue ETF 0.2 39 3 6.8 -6.4
IWD iShares Russell 1000 Value ETF 0.2 19 23 6.5 -6.7
VONV Vanguard Russell 1000 Value ETF 0.2 7 35 6.6 -6.6
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.2 35 7 15.9 +2.7
ILCV iShares Morningstar Value ETF 0.2 4 38 6.4 -6.8
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.2 59 -17 8.5 -4.8
CIL VictoryShares International Volatility Wtd ETF 0.2 45 -3 6.4 -6.8
DOL WisdomTree International LargeCap Dividend Fund 0.2 48 -6 6.9 -6.3
FLJH Franklin FTSE Japan Hedged ETF 0.2 9 33 5.8 -7.5
DLN WisdomTree U.S. LargeCap Dividend Fund 0.2 28 14 6.0 -7.2
EMXC iShares MSCI Emerging Markets ex China ETF 0.1 25 17 6.9 -6.3
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 12 7.3 -5.9
ESIX SPDR S&P SmallCap 600 ESG ETF 0.1 12 30 8.3 -4.9
OPTZ Optimize Strategy Index ETF 0.1 50 -8 4.8 -8.5
IEUS iShares MSCI Europe Small-Cap ETF 0.1 42 0 7.4 -5.8
ISCB iShares Morningstar Small-Cap ETF 0.1 4 38 6.3 -7.0
LQPE PEO AlphaQuest Thematic PE ETF 0.1 125 -83 6.8 -6.4
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.1 38 4 8.5 -4.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.1 20 22 5.6 -7.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.1 29 13 6.5 -6.7
FLJP Franklin FTSE Japan ETF 0.1 9 33 5.8 -7.4
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.1 15 27 7.3 -5.9
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.1 15 27 9.5 -3.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 22 5.0 -8.2
SNPV Xtrackers S&P 500 Value ESG ETF 0.1 15 27 7.0 -6.3
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.1 53 -11 7.2 -6.0
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 34 8 7.3 -5.9
FEP First Trust Europe AlphaDEX Fund 0.1 80 -38 8.1 -5.1
SUSL iShares ESG MSCI USA Leaders ETF 0.1 10 32 4.9 -8.3
DFAE Dimensional Emerging Core Equity Market ETF 0.1 35 7 8.5 -4.8
VBR Vanguard Small Cap Value ETF 0.1 7 35 9.2 -4.0
VLU SPDR S&P 1500 Value Tilt ETF 0.1 12 30 7.5 -5.8
AVIV Avantis International Large Cap Value ETF 0.1 25 17 8.3 -4.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.1 10 32 5.2 -8.0
VYM Vanguard High Dividend Yield Index ETF 0.1 6 36 7.1 -6.1
VFVA Vanguard U.S. Value Factor ETF 0.1 13 29 11.0 -2.2
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.1 19 23 5.5 -7.8
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 17 6.9 -6.4
FLQL Franklin LibertyQ U.S. Equity ETF 0.1 15 27 5.4 -7.8
JAVA JPMorgan Active Value ETF 0.1 44 -2 6.4 -6.8
KOKU Xtrackers MSCI Kokusai Equity ETF 0.1 9 33 5.1 -8.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.1 9 33 5.3 -7.9
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 14 6.4 -6.9
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.1 70 -28 7.5 -5.8
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 -7 7.0 -6.3
IPAC iShares Core MSCI Pacific ETF 0.1 9 33 6.1 -7.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.1 15 27 7.8 -5.4
SCHE Schwab Emerging Markets Equity ETF 0.1 11 31 10.3 -2.9
AVUS Avantis U.S. Equity ETF 0.1 15 27 5.7 -7.5
SPXT ProShares S&P 500 Ex-Technology ETF 0.1 9 33 5.6 -7.6
VWO Vanguard FTSE Emerging Markets ETF 0.1 7 35 10.0 -3.3
DFEV Dimensional Emerging Markets Value ETF 0.1 43 -1 11.8 -1.5
XJR iShares ESG Screened S&P Small-Cap ETF 0.1 12 30 7.7 -5.5
XMAG Defiance Large Cap ex-Mag 7 ETF 0.1 35 7 5.2 -8.0
DFUV Dimensional US Marketwide Value ETF 0.1 22 20 7.5 -5.7
DFLV Dimensional US Large Cap Value ETF 0.1 22 20 7.7 -5.5
ISCG iShares Morningstar Small-Cap Growth ETF 0.1 6 36 3.0 -10.3
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.1 30 12 9.4 -3.8
IUS Invesco RAFI Strategic US ETF 0.1 19 23 6.8 -6.4
USXF iShares ESG Advanced MSCI USA ETF 0.1 10 32 4.8 -8.5
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 0 5.3 -7.9
VPL Vanguard FTSE Pacific ETF 0.1 7 35 6.3 -6.9
VT Vanguard Total World Stock ETF 0.1 6 36 5.7 -7.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.1 9 33 4.0 -9.2
VFMF Vanguard U.S. Multifactor ETF 0.1 18 24 7.9 -5.3
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.1 20 22 6.1 -7.1
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 6 8.9 -4.3
EZM WisdomTree U.S. MidCap Fund 0.1 38 4 8.9 -4.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.1 19 23 6.4 -6.9
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 33 9.6 -3.6
EEM iShares MSCI Emerging Markets ETF 0.1 69 -27 9.3 -3.9
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 -23 7.7 -5.5
IJR iShares Core S&P Small Cap ETF 0.1 6 36 7.7 -5.5
VXF Vanguard Extended Market ETF 0.1 5 37 4.7 -8.5
LDEM iShares ESG MSCI EM Leaders ETF 0.1 17 25 13.7 +0.5
EES WisdomTree U.S. SmallCap Fund 0.1 38 4 8.9 -4.4
PSC Principal U.S. Small-Cap ETF 0.1 38 4 7.0 -6.2
JMOM JPMorgan U.S. Momentum Factor ETF 0.1 12 30 4.6 -8.7
ACVF American Conservative Values ETF 0.1 75 -33 4.3 -8.9
TOK iShares MSCI Kokusai ETF 0.1 26 16 5.0 -8.3
BKEM BNY Mellon Emerging Markets Equity ETF 0.1 11 31 9.1 -4.1
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.1 66 -24 8.8 -4.5
KLMN Invesco MSCI North America Climate ETF 0.1 9 33 5.0 -8.3
VIOO Vanguard S&P Small-Cap 600 ETF 0.1 7 35 7.7 -5.5
ESGU iShares ESG Aware MSCI USA ETF 0.1 15 27 4.7 -8.5
EMXF iShares ESG Advanced MSCI EM ETF 0.1 16 26 7.8 -5.4
VB Vanguard Small-Cap ETF 0.1 5 37 6.2 -7.0
DSPY Tema S&P 500 Historical Weight ETF 0.1 18 24 5.2 -8.0
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.1 60 -18 7.1 -6.1
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.1 3 39 7.8 -5.5
SUSA iShares MSCI USA ESG Select ETF 0.1 25 17 4.7 -8.6
RWK Invesco S&P MidCap 400 Revenue ETF 0.1 39 3 9.9 -3.4
ACWI iShares MSCI ACWI ETF 0.1 32 10 5.4 -7.9
URTH iShares MSCI World ETF 0.1 24 18 5.0 -8.2
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.1 30 12 6.8 -6.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.1 2 40 4.9 -8.3
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 33 4.8 -8.5
SPXV ProShares S&P 500 Ex-Health Care ETF 0.1 9 33 4.6 -8.6
VOTE TCW Transform 500 ETF 0.1 5 37 4.9 -8.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.1 15 27 4.8 -8.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.1 32 10 5.0 -8.2
TOPC iShares S&P 500 3% Capped ETF 0.1 15 27 5.1 -8.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.1 35 7 7.6 -5.7
TPSC Timothy Plan US Small Cap Core ETF 0.1 52 -10 7.2 -6.1
QVML Invesco S&P 500 QVM Multi-factor ETF 0.1 11 31 5.0 -8.2
DXUV Dimensional US Vector Equity ETF 0.1 28 14 6.2 -7.0
SFYX SoFi Next 500 ETF 0.1 0 42 6.0 -7.2
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 35 10.2 -3.0
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.1 3 39 5.1 -8.1
XVV iShares ESG Screened S&P 500 ETF 0.1 8 34 4.8 -8.4
CATH Global X S&P 500 Catholic Values Custom ETF 0.1 29 13 4.7 -8.6
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.1 33 9 8.1 -5.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.1 25 17 5.6 -7.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 31 4.9 -8.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.1 9 33 4.9 -8.4
VWID Virtus WMC International Dividend ETF 0.1 49 -7 8.0 -5.2
DFJ WisdomTree Japan SmallCap Dividend Fund 0.1 58 -16 7.3 -5.9
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 0.1 58 -16 7.2 -6.0
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.1 58 -16 9.4 -3.8
VTI Vanguard Total Stock Market ETF 0.1 3 39 4.9 -8.4
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.1 35 7 7.2 -6.1
RAUS RACWI US ETF 0.1 15 27 4.8 -8.4
IWV iShares Russell 3000 ETF 0.1 20 22 4.7 -8.5
DSI iShares MSCI KLD 400 Social ETF 0.1 25 17 4.8 -8.4
SCHB Schwab U.S. Broad Market ETF 0.1 3 39 5.0 -8.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.1 3 39 4.9 -8.4
VTHR Vanguard Russell 3000 ETF 0.1 7 35 4.9 -8.4
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.1 20 22 4.7 -8.6
IWB iShares Russell 1000 ETF 0.1 15 27 4.8 -8.4
VONE Vanguard Russell 1000 ETF 0.1 7 35 4.9 -8.3
IVV iShares Core S&P 500 ETF 0.1 3 39 4.9 -8.3
SPY SPDR S&P 500 ETF Trust 0.1 9 33 4.9 -8.4
VV Vanguard Large-Cap ETF 0.1 4 38 4.8 -8.4
VOO Vanguard S&P 500 ETF 0.1 3 39 4.9 -8.3
STRV Strive 500 ETF 0.1 5 37 4.8 -8.4
SPXM Azoria 500 Meritocracy ETF 0.1 47 -5 4.5 -8.7
PBUS Invesco MSCI USA ETF 0.1 4 38 4.9 -8.4
ILCB iShares Morningstar U.S. Equity ETF 0.1 3 39 4.8 -8.4
IWC iShares Micro-Cap ETF 0.1 60 -18 -1.6 -14.8
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.1 45 -3 9.4 -3.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.1 7 35 4.8 -8.4
CHRI Global X S&P 500 Christian Values ETF 0.1 29 13 4.6 -8.6
GXLC Global X U.S. 500 ETF 0.1 2 40 4.9 -8.4
AVSE Avantis Responsible Emerging Markets Equity ETF 0.1 33 9 7.9 -5.4
QINT American Century Quality Diversified International ETF 0.1 39 3 6.9 -6.4
AVMV Avantis U.S. Mid Cap Value ETF 0.1 20 22 9.1 -4.2
SCHX Schwab U.S. Large-Cap ETF 0.1 3 39 4.9 -8.3
DCOR Dimensional US Core Equity 1 ETF 0.1 14 28 5.4 -7.8
SCHK Schwab 1000 Index ETF 0.1 5 37 5.0 -8.3
IYY iShares Dow Jones U.S. ETF 0.1 20 22 4.8 -8.5
TOV JLens 500 Jewish Advocacy U.S. ETF 0.1 18 24 4.7 -8.6
DFAT Dimensional U.S. Targeted Value ETF 0.1 28 14 10.2 -3.0
KLMT Invesco MSCI Global Climate 500 ETF 0.1 10 32 5.6 -7.6
IQLT iShares MSCI Intl Quality Factor ETF 0.1 30 12 6.2 -7.0
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 33 4.8 -8.5
APUE ActivePassive U.S. Equity ETF 0.1 45 -3 4.7 -8.5
DFAC Dimensional U.S. Core Equity 2 ETF 0.1 17 25 5.6 -7.7
DON WisdomTree U.S. MidCap Dividend Fund 0.1 38 4 9.3 -3.9
SNPE Xtrackers S&P 500 ESG ETF 0.1 10 32 5.0 -8.2
FSMD Fidelity Small-Mid Multifactor ETF 0.1 15 27 7.0 -6.2
VFQY Vanguard U.S. Quality Factor ETF 0.1 13 29 6.2 -7.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.1 75 -33 4.0 -9.2
SPXN ProShares S&P 500 Ex-Financials ETF 0.1 9 33 4.9 -8.4
SMLF iShares U.S. SmallCap Equity Factor ETF 0.1 15 27 6.0 -7.2
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 0.1 5 37 8.2 -5.0
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 12 5.8 -7.4
ROAM Hartford Multifactor Emerging Markets ETF 0.1 44 -2 11.1 -2.2
PKW Invesco Buyback Achievers ETF 0.1 62 -20 8.2 -5.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1 9 33 5.5 -7.7
SFY SoFi Select 500 ETF 0.1 0 42 4.4 -8.8
DFAS Dimensional U.S. Small Cap ETF 0.1 26 16 6.8 -6.5
DFAU Dimensional US Core Equity Market ETF 0.1 12 30 5.0 -8.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.1 45 -3 4.4 -8.8
DIHP Dimensional International High Profitability ETF 0.1 29 13 6.7 -6.5
SMMD iShares Russell 2500 ETF 0.1 15 27 6.9 -6.3
VBK Vanguard Small-Cap Growth ETF 0.1 7 35 1.8 -11.4
VSLU Applied Finance Valuation Large Cap ETF 0.1 49 -7 5.7 -7.5
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.0 30 12 8.6 -4.6
INRO iShares U.S. Industry Rotation Active ETF 0.0 42 0 4.4 -8.8
GWX SPDR S&P International Small Cap ETF 0.0 40 2 6.8 -6.4
NACP Impact Shares NAACP Minority Empowerment ETF 0.0 49 -7 4.7 -8.5
QUS SPDR MSCI USA StrategicFactors ETF 0.0 15 27 5.7 -7.5
GXC SPDR S&P China ETF 0.0 59 -17 15.2 +2.0
GLBL Pacer MSCI World Industry Advantage ETF 0.0 65 -23 4.2 -9.1
DFUS Dimensional U.S. Equity ETF 0.0 9 33 4.8 -8.4
BKLC BNY Mellon US Large Cap Core Equity ETF 0.0 0 42 4.9 -8.3
ROUS Hartford Multifactor US Equity ETF 0.0 19 23 7.0 -6.3
FLCH Franklin FTSE China ETF 0.0 19 23 14.9 +1.7
ISCF iShares International SmallCap Equity Factor ETF 0.0 23 19 8.1 -5.1
IWO iShares Russell 2000 Growth ETF 0.0 24 18 0.8 -12.4
VTWG Vanguard Russell 2000 Growth ETF 0.0 10 32 1.0 -12.3
CCMG CCM Global Equity ETF 0.0 34 8 8.2 -5.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.0 39 3 4.4 -8.9
RVRB Reverb ETF 0.0 30 12 4.6 -8.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.0 25 17 6.0 -7.3
NUSC Nuveen ESG Small-Cap ETF 0.0 31 11 5.3 -8.0
EPS WisdomTree U.S. LargeCap Fund 0.0 8 34 5.7 -7.5
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.0 29 13 4.7 -8.6
IMFL Invesco International Developed Dynamic Multifactor ETF 0.0 34 8 5.6 -7.6
DFSV Dimensional US Small Cap Value ETF 0.0 31 11 10.6 -2.6
GSPY Gotham Enhanced 500 ETF 0.0 50 -8 5.1 -8.1
ONEQ Fidelity Nasdaq Composite Index ETF 0.0 21 21 3.7 -9.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.0 15 27 4.6 -8.7
FMDE Fidelity Enhanced Mid Cap ETF 0.0 23 19 5.9 -7.3
AVSU Avantis Responsible U.S. Equity ETF 0.0 15 27 5.9 -7.3
FLAX Franklin FTSE Asia Ex Japan ETF 0.0 19 23 8.3 -4.9
GMF SPDR S&P Emerging Asia Pacific ETF 0.0 49 -7 9.3 -4.0
GLOF iShares Global Equity Factor ETF 0.0 20 22 6.7 -6.5
STXG Strive 1000 Growth ETF 0.0 18 24 3.8 -9.4
DFVX Dimensional US Large Cap Vector ETF 0.0 22 20 6.4 -6.9
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.0 12 30 4.0 -9.2
DFSU Dimensional US Sustainability Core 1 ETF 0.0 18 24 5.3 -7.9
EBI Longview Advantage ETF 0.0 35 7 6.7 -6.5
HDUS Hartford Disciplined US Equity ETF 0.0 19 23 5.7 -7.5
AVUQ Avantis U.S. Quality ETF 0.0 15 27 4.4 -8.8

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

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
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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 ** ** **
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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 10.2 %
Divided by: Fwd. P/BV 0.7 x
Less: Expense ratio 42 bp
Equals: ALTAR Score 13.2 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.59 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.