iShares Global Timber & Forestry ETF
ALTAR
Score™		 13.5% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 14.9x P/Sales
ratio		 0.5x
P/BV
ratio		 0.8x 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) $222
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 8.2 %
STORA ENSO OYJ-R SHS 6.1 %
KLABIN SA - UNIT 6.0 %
RAYONIER INC 5.2 %
WEYERHAEUSER CO 5.2 %
SHANDONG SUNPAPER LTD A 5.0 %
UPM-KYMMENE OYJ 4.9 %
OJI PAPER CO LTD 4.9 %
SYLVAMO CORPORATION 4.9 %
SVENSKA CELLULOSA AB-B SHS 4.6 %
Total 55.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 29.1 %
BRAZIL 11.3 %
SWEDEN 11.2 %
FINLAND 11.0 %
JAPAN 10.1 %
THAILAND 4.0 %
CANADA 3.8 %
BRITAIN 3.7 %
CHILE 2.4 %
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 $68.67
30d moving avg. $70.37
Annualized volatility 17.1%
Short interest (ETF) 0.3%
Relative strength (RSI) 43

Liquidity measures
Avg. volume (thou.) 11
Turnover 0.3%
Bid/Ask (% of price) 0.46%
ADV underlying (mns) $492

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 546 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™: 13.5%


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 48.2 61 -19 11.2 -2.2
GNR SPDR S&P Global Natural Resources ETF 9.5 40 2 10.4 -3.0
FTRI First Trust Indxx Global Natural Resources Income ETF 8.5 70 -28 7.8 -5.6
SPRE SP Funds S&P Global REIT Sharia ETF 7.1 55 -13 6.3 -7.1
EFNL iShares MSCI Finland ETF 7.0 56 -14 6.4 -7.1
IVRA Invesco Real Assets ESG ETF 4.8 59 -17 6.5 -6.9
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 3.7 46 -4 9.6 -3.9
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 3.2 40 2 8.5 -4.9
PSR Invesco Active U.S. Real Estate Fund 3.1 35 7 8.1 -5.4
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 3.1 60 -18 5.7 -7.8
NANR SPDR S&P North American Natural Resources ETF 2.9 35 7 8.1 -5.4
GSFP Goldman Sachs Future Planet Equity ETF 2.8 75 -33 4.2 -9.3
RSPM Invesco S&P 500 Equal Weight Materials ETF 2.8 40 2 8.2 -5.2
XLB The Materials Select Sector SPDR Fund 2.8 8 34 6.7 -6.8
FLN First Trust Latin America AlphaDEX Fund 2.5 80 -38 11.0 -2.4
ECH iShares MSCI Chile ETF 2.4 58 -16 7.2 -6.3
IYM iShares U.S. Basic Materials ETF 2.4 40 2 6.3 -7.2
FJP First Trust Japan AlphaDEX Fund 2.4 80 -38 8.4 -5.1
SDG iShares MSCI Global Sustainable Development Goals ETF 2.4 49 -7 5.0 -8.5
PSCM Invesco S&P SmallCap Materials ETF 2.3 29 13 13.3 -0.1
MXI iShares Global Materials ETF 2.2 41 1 7.3 -6.2
EWZ iShares MSCI Brazil ETF 2.2 58 -16 12.0 -1.5
HAP VanEck Natural Resources ETF 2.2 50 -8 8.9 -4.5
CCNR ALPS CoreCommodity Natural Resources ETF 2.0 39 3 9.3 -4.2
POWA Invesco Bloomberg Pricing Power ETF 2.0 40 2 6.1 -7.4
HOMZ Hoya Capital Housing ETF 2.0 30 12 10.1 -3.4
FMAT Fidelity MSCI Materials Index ETF 2.0 8 34 6.6 -6.9
SAGP Strategas Global Policy Opportunities ETF 2.0 65 -23 5.6 -7.9
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.9 40 2 6.3 -7.1
IDOG ALPS International Sector Dividend Dogs ETF 1.9 50 -8 11.4 -2.0
GLRY Inspire Faithward Mid Cap Momentum ETF 1.9 80 -38 6.4 -7.0
FLBR Franklin FTSE Brazil ETF 1.9 19 23 13.5 +0.1
ERTH Invesco MSCI Sustainable Future ETF 1.9 62 -20 3.4 -10.0
EDOG ALPS Emerging Sector Dividend Dogs ETF 1.8 60 -18 10.8 -2.7
CGDV Capital Group Dividend Value ETF 1.8 33 9 4.6 -8.8
FREL Fidelity MSCI Real Estate Index ETF 1.8 8 34 7.9 -5.6
SCHH Schwab U.S. REIT ETF 1.7 7 35 8.5 -5.0
JPRE JPMorgan Realty Income ETF 1.7 50 -8 9.0 -4.5
XLRE Real Estate Select Sector SPDR Fund 1.7 8 34 8.0 -5.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.7 15 27 4.3 -9.2
SDOG ALPS Sector Dividend Dogs ETF 1.6 36 6 9.8 -3.7
TCV Towle Value ETF 1.6 85 -43 12.0 -1.5
SMAP Amplify Small-Mid Cap Equity ETF 1.6 60 -18 5.8 -7.6
TEMP JPMorgan Climate Change Solutions ETF 1.6 49 -7 5.6 -7.8
FXZ First Trust Materials AlphaDEX Fund 1.6 61 -19 10.0 -3.4
VAW Vanguard Materials ETF 1.5 9 33 6.6 -6.8
EWD iShares MSCI Sweden ETF 1.5 54 -12 5.3 -8.1
FLLA Franklin FTSE Latin America ETF 1.5 19 23 12.3 -1.2
VNQ Vanguard Real Estate ETF 1.5 13 29 7.8 -5.7
DISV Dimensional International Small Cap Value ETF 1.4 42 0 9.0 -4.5
CSTK Invesco Comstock Contrarian Equity ETF 1.4 35 7 7.1 -6.4
IRET iREIT - MarketVector Quality REIT Index ETF 1.4 60 -18 7.3 -6.2
EELV Invesco S&P Emerging Markets Low Volatility ETF 1.4 29 13 8.8 -4.6
ULVM VictoryShares US Value Momentum ETF 1.4 20 22 7.5 -6.0
QDIV Global X S&P 500 Quality Dividend ETF 1.3 20 22 9.2 -4.3
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.3 85 -43 3.7 -9.7
XMLV Invesco S&P MidCap Low Volatility ETF 1.3 25 17 7.4 -6.1
MAGA Point Bridge America First ETF 1.3 72 -30 6.5 -6.9
IYR iShares U.S. Real Estate ETF 1.2 40 2 7.8 -5.7
WTV WisdomTree US Value Fund of Benef Interest 1.2 12 30 9.2 -4.2
BLLD JPMorgan Sustainable Infrastructure ETF 1.2 49 -7 5.9 -7.5
DEEP Roundhill Acquirers Deep Value ETF 1.1 80 -38 19.5 +6.0
FYT First Trust Small Cap Value AlphaDEX Fund 1.1 73 -31 12.5 -1.0
NUMV Nuveen ESG Mid-Cap Value ETF 1.1 31 11 7.1 -6.3
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.1 30 12 17.8 +4.3
FRDM Freedom 100 Emerging Markets ETF 1.0 49 -7 7.3 -6.1
VRAI Virtus Real Asset Income ETF 1.0 55 -13 10.8 -2.7
KNO AXS Knowledge Leaders ETF 1.0 78 -36 5.8 -7.7
SURE AdvisorShares Insiders Advantage ETF 1.0 90 -48 10.0 -3.4
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 1.0 80 -38 14.1 +0.6
FSCS First Trust SMID Capital Strength ETF 0.9 60 -18 7.4 -6.1
BRF VanEck Brazil Small-Cap ETF 0.9 66 -24 11.4 -2.1
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 0.9 7 35 11.2 -2.2
BLES Inspire Global Hope ETF 0.9 61 -19 7.0 -6.5
INEQ Columbia International Equity Income ETF 0.9 45 -3 7.6 -5.9
WWJD Inspire International ETF 0.9 80 -38 7.1 -6.3
SIXS ETC 6 Meridian Small Cap Equity ETF 0.9 89 -47 9.9 -3.6
ABLD Abacus FCF Real Assets Leaders ETF 0.8 69 -27 6.8 -6.7
SPVM Invesco S&P 500 Value with Momentum ETF 0.8 39 3 7.8 -5.7
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.8 60 -18 7.9 -5.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.8 24 18 8.4 -5.0
SCJ iShares MSCI Japan Small-Cap ETF 0.8 50 -8 6.7 -6.7
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.8 65 -23 2.4 -11.0
TPHD Timothy Plan High Dividend Stock ETF 0.8 52 -10 7.4 -6.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.8 54 -12 7.3 -6.2
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 0.7 38 4 7.8 -5.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 0.7 35 7 7.9 -5.6
ECNS iShares MSCI China Small-Cap ETF 0.7 59 -17 9.0 -4.5
DVY iShares Select Dividend ETF 0.7 38 4 9.3 -4.1
IGE iShares North American Natural Resources ETF 0.7 41 1 7.5 -5.9
GVAL Cambria Global Value ETF 0.7 68 -26 10.5 -2.9
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.7 80 -38 10.9 -2.6
ICPY Tweedy, Browne International Insider Value ETF 0.7 80 -38 0.0 -13.5
RNEM First Trust Emerging Markets Equity Select ETF 0.7 75 -33 8.4 -5.1
ROSC Hartford Multifactor Small Cap ETF 0.7 34 8 9.5 -4.0
SQLV Royce Quant Small-Cap Quality Value ETF 0.7 60 -18 9.9 -3.6
VOE Vanguard Mid-Cap Value ETF 0.7 7 35 8.0 -5.5
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.7 35 7 7.8 -5.7
EWZS iShares MSCI Brazil Small-Cap ETF 0.7 59 -17 11.1 -2.4
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 0.7 9 33 8.8 -4.7
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.7 24 18 7.2 -6.2
GEW Cambria Global EW ETF 0.7 29 13 0.0 -13.5
OCEN IQ Clean Oceans ETF 0.7 45 -3 5.1 -8.4
FYX First Trust Small Cap Core AlphaDEX Fund 0.7 61 -19 6.1 -7.4
FEGE First Eagle Global Equity ETF 0.6 79 -37 6.6 -6.8
DSMC Distillate Small/Mid Cash Flow ETF 0.6 55 -13 13.4 -0.1
SYLD Cambria Shareholder Yield ETF 0.6 59 -17 13.2 -0.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.6 29 13 8.6 -4.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.6 18 24 7.9 -5.5
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.6 20 22 10.5 -3.0
DFIS Dimensional International Small Cap ETF 0.6 39 3 7.1 -6.3
DGLO First Trust RBA Deglobalization ETF 0.6 70 -28 7.1 -6.4
FEM First Trust Emerging Markets AlphaDEX Fund 0.6 80 -38 11.4 -2.1
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.6 38 4 10.5 -2.9
FKU First Trust United Kingdom AlphaDEX Fund 0.6 80 -38 7.8 -5.7
IMCV iShares Morningstar Mid-Cap Value ETF 0.6 6 36 8.4 -5.1
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.6 80 -38 8.6 -4.9
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.6 36 6 11.5 -2.0
DFIV Dimensional International Value ETF 0.6 27 15 8.9 -4.5
ESGD iShares ESG Aware MSCI EAFE ETF 0.6 20 22 6.5 -7.0
DIM WisdomTree International MidCap Dividend Fund 0.6 58 -16 7.2 -6.3
AVIE Avantis  Inflation Focused Equity ETF 0.6 25 17 7.2 -6.3
XSHQ Invesco S&P SmallCap Quality ETF 0.5 29 13 8.1 -5.3
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.5 12 30 7.7 -5.7
EQAL Invesco Russell 1000 Equal Weight ETF 0.5 20 22 7.3 -6.1
AVSD Avantis Responsible International Equity ETF 0.5 23 19 5.1 -8.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.5 20 22 6.7 -6.7
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 0.5 95 -53 10.9 -2.5
COPY Tweedy, Browne Insider + Value ETF 0.5 80 -38 12.1 -1.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.5 4 38 6.3 -7.2
TTAC FCF US Quality ETF 0.5 59 -17 6.0 -7.5
THD iShares MSCI Thailand ETF 0.5 58 -16 0.0 -13.5
FDEV Fidelity International Multifactor ETF 0.5 18 24 7.5 -6.0
DVYE iShares Emerging Markets Dividend ETF 0.5 49 -7 17.7 +4.2
NULC Nuveen ESG Large-Cap ETF 0.5 21 21 4.8 -8.7
FNDA Schwab Fundamental US Small Co. Index ETF 0.5 25 17 9.3 -4.2
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.5 47 -5 9.7 -3.8
AFSM First Trust Active Factor Small Cap ETF 0.5 75 -33 7.8 -5.6
DEW WisdomTree Global High Dividend Fund 0.5 58 -16 8.3 -5.1
RAFE PIMCO RAFI ESG U.S. ETF 0.5 29 13 7.1 -6.4
NUDV Nuveen ESG Dividend ETF 0.5 26 16 7.7 -5.7
IDLV Invesco S&P International Developed Low Volatility ETF 0.5 25 17 6.6 -6.9
HAPS Harbor Human Capital Factor US Small Cap ETF 0.4 60 -18 4.0 -9.4
DFIC Dimensional International Core Equity 2 ETF 0.4 23 19 7.1 -6.3
AVDV Avantis International Small Cap Value ETF 0.4 36 6 9.0 -4.5
EMMF WisdomTree Emerging Markets Multifactor Fund 0.4 48 -6 7.0 -6.5
BKSE BNY Mellon US Small Cap Core Equity ETF 0.4 4 38 6.1 -7.3
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.4 45 -3 8.4 -5.0
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.4 14 28 6.0 -7.5
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.4 35 7 6.0 -7.5
IWS iShares Russell Mid-Cap Value ETF 0.4 23 19 7.4 -6.0
IJJ iShares S&P Mid-Cap 400 Value ETF 0.4 18 24 9.1 -4.4
JHMD John Hancock Multifactor Developed International ETF 0.4 39 3 7.2 -6.2
JPIN J.P. Morgan Diversified Return International Equity ETF 0.4 37 5 7.9 -5.6
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.4 59 -17 10.3 -3.2
UIVM VictoryShares International Value Momentum ETF 0.4 35 7 8.3 -5.1
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.4 15 27 9.1 -4.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.4 39 3 11.9 -1.6
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.4 43 -1 6.4 -7.1
AVDE Avantis International Equity ETF 0.4 23 19 7.1 -6.4
FNDC Schwab Fundamental International Small Co. Index ETF 0.4 39 3 5.8 -7.7
FNDF Schwab Fundamental International Large Co. Index ETF 0.4 25 17 9.0 -4.4
RSP Invesco S&P 500 Equal Weight ETF 0.4 20 22 7.0 -6.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.4 10 32 9.2 -4.2
VO Vanguard Mid-Cap ETF 0.4 4 38 6.1 -7.3
ISMD Inspire Small/Mid Cap ETF 0.4 54 -12 5.8 -7.6
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.4 42 0 6.4 -7.1
EQIN Columbia US Equity Income ETF 0.4 35 7 6.9 -6.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.4 12 30 5.1 -8.3
JHMM John Hancock Multifactor Mid Cap ETF 0.4 42 0 6.5 -6.9
AVUV Avantis U.S. Small Cap Value ETF 0.4 25 17 10.4 -3.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.4 15 27 8.4 -5.1
RPV Invesco S&P 500 Pure Value ETF 0.4 35 7 10.5 -3.0
EFV iShares MSCI EAFE Value ETF 0.4 34 8 8.6 -4.8
DXIV Dimensional International Vector Equity ETF 0.4 34 8 7.6 -5.9
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.4 12 30 5.9 -7.6
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.4 35 7 4.0 -9.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.4 24 18 7.9 -5.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.4 9 33 6.4 -7.1
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.4 39 3 15.3 +1.9
DFSI Dimensional International Sustainability Core 1 ETF 0.4 24 18 6.2 -7.3
IQSI IQ Candriam International Equity ETF 0.4 15 27 6.3 -7.2
DEUS Xtrackers Russell US Multifactor ETF 0.4 17 25 7.0 -6.4
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.3 30 12 7.5 -5.9
SCZ iShares MSCI EAFE Small-Cap ETF 0.3 40 2 6.9 -6.5
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.3 42 0 9.6 -3.9
DES WisdomTree U.S. SmallCap Dividend Fund 0.3 38 4 9.8 -3.7
DHS WisdomTree U.S. High Dividend Fund 0.3 38 4 8.2 -5.2
DXJ WisdomTree Japan Hedged Equity Fund 0.3 48 -6 6.7 -6.7
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.3 46 -4 6.5 -6.9
IWN iShares Russell 2000 Value ETF 0.3 24 18 8.1 -5.4
STXK Strive Small-Cap ETF 0.3 18 24 6.3 -7.1
BBEU JPMorgan BetaBuilders Europe ETF 0.3 9 33 7.0 -6.4
JPSV JPMorgan Active Small Cap Value ETF 0.3 74 -32 9.0 -4.5
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.3 20 22 8.4 -5.1
IWR iShares Russell Midcap ETF 0.3 19 23 6.5 -7.0
VTWV Vanguard Russell 2000 Value ETF 0.3 10 32 8.2 -5.3
AVLV Avantis U.S. Large Cap Value ETF 0.3 15 27 8.0 -5.4
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.3 52 -10 5.9 -7.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.3 58 -16 5.7 -7.8
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.3 45 -3 6.7 -6.8
EZU iShares MSCI Eurozone ETF 0.3 52 -10 6.4 -7.0
DTH WisdomTree International High Dividend Fund 0.3 58 -16 8.0 -5.5
AVES Avantis Emerging Markets Value ETF 0.3 36 6 10.7 -2.8
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.3 29 13 7.6 -5.8
EUSA iShares MSCI USA Equal Weighted ETF 0.3 9 33 6.4 -7.0
IMCB iShares Morningstar Mid-Cap ETF 0.3 4 38 6.4 -7.1
ILF iShares Latin America 40 ETF 0.3 48 -6 11.8 -1.7
VYMI Vanguard International High Dividend Yield ETF 0.3 17 25 9.1 -4.4
FLEE Franklin FTSE Europe ETF 0.3 9 33 7.0 -6.4
SIXL ETC 6 Meridian Low Beta Equity ETF 0.3 80 -38 6.3 -7.1
FAB First Trust Multi Cap Value AlphaDEX Fund 0.3 67 -25 10.4 -3.1
SIZE iShares MSCI USA Size Factor ETF 0.3 15 27 6.3 -7.2
DFAI Dimensional International Core Equity Market ETF 0.3 18 24 6.8 -6.6
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.3 58 -16 6.6 -6.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.3 14 28 4.9 -8.5
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.3 58 -16 6.5 -7.0
AVMC Avantis U.S. Mid Cap Equity ETF 0.3 18 24 7.1 -6.3
SCHY Schwab International Dividend Equity ETF 0.3 14 28 9.4 -4.1
IEUR iShares Core MSCI Europe ETF 0.3 11 31 7.1 -6.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.3 17 25 6.2 -7.3
IEV iShares Europe ETF 0.3 67 -25 6.6 -6.9
VGK Vanguard FTSE Europe ETF 0.3 6 36 7.3 -6.2
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 3 6.4 -7.1
PTL Inspire 500 ETF 0.3 9 33 5.5 -7.9
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 0.3 44 -2 10.4 -3.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.3 39 3 10.4 -3.0
PXH Invesco FTSE RAFI Emerging Markets ETF 0.3 49 -7 14.7 +1.3
SCHC Schwab International Small-Cap Equity ETF 0.3 11 31 7.6 -5.8
XC WisdomTree Emerging Markets Ex-China Fund 0.3 32 10 5.4 -8.0
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.3 50 -8 10.2 -3.3
SPEU SPDR Portfolio Europe ETF 0.3 7 35 7.2 -6.3
CVAR Cultivar ETF 0.3 87 -45 7.1 -6.3
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.3 24 18 7.3 -6.2
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.3 40 2 7.1 -6.3
HFXI IQ FTSE International Equity Currency Neutral ETF 0.3 20 22 6.6 -6.9
GSID Goldman Sachs MarketBeta International Equity ETF 0.3 20 22 6.5 -6.9
IQDG WisdomTree International Quality Dividend Growth Fund 0.2 42 0 6.6 -6.9
FFLC Fidelity Fundamental Large Cap Core ETF 0.2 38 4 4.6 -8.9
BKIE BNY Mellon International Equity ETF 0.2 4 38 6.7 -6.8
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.2 39 3 7.7 -5.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.2 15 27 7.6 -5.8
FEUZ First Trust Eurozone AlphaDEX ETF 0.2 80 -38 7.7 -5.7
FDRR Fidelity Dividend ETF for Rising Rates 0.2 15 27 7.0 -6.5
XJH iShares ESG Screened S&P Mid-Cap ETF 0.2 12 30 7.6 -5.9
XOEF iShares S&P 500 ex S&P 100 ETF 0.2 20 22 5.8 -7.7
CALF Pacer US Small Cap Cash Cows 100 ETF 0.2 59 -17 10.9 -2.6
IJT iShares S&P Small-Cap 600 Growth ETF 0.2 18 24 5.8 -7.7
FEX First Trust Large Cap Core AlphaDEX Fund 0.2 59 -17 6.1 -7.4
JQUA JPMorgan U.S. Quality Factor ETF 0.2 12 30 6.1 -7.4
TPIF Timothy Plan International ETF 0.2 62 -20 6.1 -7.4
EVUS iShares ESG Aware MSCI USA Value ETF 0.2 18 24 6.6 -6.8
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.2 8 34 7.3 -6.2
STXV Strive 1000 Value ETF 0.2 18 24 8.3 -5.1
JPXN iShares JPX-Nikkei 400 ETF 0.2 48 -6 6.3 -7.2
IEFA iShares Core MSCI EAFE ETF 0.2 7 35 6.8 -6.7
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 0.2 15 27 5.8 -7.6
SHUS Syntax Stratified U.S. Total Market Hedged ETF 0.2 65 -23 6.6 -6.9
SSPY Syntax Stratified LargeCap ETF 0.2 30 12 6.9 -6.5
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.2 36 6 6.3 -7.1
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.2 32 10 8.3 -5.1
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.2 35 7 10.2 -3.3
XCEM Columbia EM Core ex-China ETF 0.2 16 26 7.6 -5.9
FLGB Franklin FTSE United Kingdom ETF 0.2 9 33 7.3 -6.2
JVAL JPMorgan U.S. Value Factor ETF 0.2 12 30 8.2 -5.3
RFDI First Trust Riverfront Dynamic Developed International ETF 0.2 83 -41 9.0 -4.4
PRF Invesco FTSE RAFI US 1000 ETF 0.2 39 3 6.9 -6.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.2 10 32 5.9 -7.6
SCHA Schwab U.S. Small-Cap ETF 0.2 4 38 6.6 -6.9
ECON Columbia Emerging Markets Consumer ETF 0.2 49 -7 11.6 -1.9
VFMO Vanguard U.S. Momentum Factor ETF 0.2 13 29 3.2 -10.3
GVUS Marketbeta Russell 1000 Value Equity ETF 0.2 12 30 6.7 -6.8
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.2 18 24 7.3 -6.2
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.2 20 22 6.2 -7.3
DWM WisdomTree International Equity Fund 0.2 48 -6 7.1 -6.4
MDY SPDR S&P Midcap 400 ETF Trust 0.2 24 18 7.4 -6.1
EMGF iShares Emerging Markets Equity Factor ETF 0.2 25 17 10.6 -2.8
XCNY SPDR S&P Emerging Markets ex-China ETF 0.2 15 27 7.2 -6.3
IDEV iShares Core MSCI International Developed Markets ETF 0.2 4 38 6.8 -6.7
IJH iShares Core S&P Mid-Cap ETF 0.2 5 37 7.6 -5.9
VEA Vanguard FTSE Developed Markets ETF 0.2 3 39 6.9 -6.6
IVLU iShares MSCI Intl Value Factor ETF 0.2 30 12 9.7 -3.8
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.2 3 39 7.6 -5.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.2 7 35 6.1 -7.4
BBCA JPMorgan BetaBuilders Canada ETF 0.2 19 23 6.4 -7.1
EFA iShares MSCI EAFE ETF 0.2 35 7 6.4 -7.0
DEHP Dimensional Emerging Markets High Profitability ETF 0.2 41 1 6.3 -7.2
IVOO Vanguard S&P Mid-Cap 400 ETF 0.2 7 35 7.6 -5.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.2 39 3 6.1 -7.4
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.2 41 1 8.1 -5.4
SPDW SPDR Portfolio Developed World ex-US ETF 0.2 3 39 6.7 -6.8
PRXV Praxis Impact Large Cap Value ETF 0.2 36 6 6.8 -6.7
SCHF Schwab International Equity ETF 0.2 6 36 6.9 -6.6
RSSL Global X Russell 2000 ETF 0.2 8 34 4.3 -9.1
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.2 41 1 7.1 -6.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.2 25 17 8.1 -5.3
DGRW WisdomTree US Quality Dividend Growth Fund 0.2 28 14 5.6 -7.8
IWM iShares Russell 2000 ETF 0.2 19 23 4.4 -9.1
VSGX Vanguard ESG International Stock ETF 0.2 10 32 7.5 -5.9
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 17 7.5 -5.9
DMXF iShares ESG Advanced MSCI EAFE ETF 0.2 12 30 5.3 -8.1
BKF iShares MSCI BIC ETF 0.2 69 -27 12.8 -0.6
ISCV iShares Morningstar Small Cap Value ETF 0.2 6 36 9.7 -3.7
AVSC Avantis U.S Small Cap Equity ETF 0.2 25 17 5.5 -7.9
JHML John Hancock Multifactor Large Cap ETF 0.2 29 13 5.4 -8.0
FDMO Fidelity Momentum Factor ETF 0.2 15 27 3.7 -9.8
AVDS Avantis International Small Cap Equity ETF 0.2 30 12 7.0 -6.4
DEM WisdomTree Emerging Markets High Dividend Fund 0.2 63 -21 12.8 -0.7
VXUS Vanguard Total International Stock ETF 0.2 5 37 7.6 -5.8
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.2 25 17 7.1 -6.3
VTWO Vanguard Russell 2000 ETF 0.2 7 35 4.5 -9.0
EWU iShares MSCI United Kingdom ETF 0.2 50 -8 7.9 -5.6
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.2 20 22 7.0 -6.5
VEU Vanguard FTSE All-World ex-US Index Fund 0.2 4 38 7.7 -5.8
IXUS iShares Core MSCI Total International Stock ETF 0.2 7 35 7.5 -5.9
JHEM John Hancock Multifactor Emerging Markets ETF 0.2 49 -7 9.3 -4.1
AVEM Avantis Emerging Markets Equity ETF 0.2 33 9 8.1 -5.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.2 10 32 5.0 -8.5
CFA VictoryShares US 500 Volatility Wtd ETF 0.2 35 7 6.2 -7.3
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.2 40 2 6.1 -7.3
RWL Invesco S&P 500 Revenue ETF 0.2 39 3 6.9 -6.5
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 0.2 12 30 8.6 -4.9
OPTZ Optimize Strategy Index ETF 0.2 50 -8 4.9 -8.5
DIVB iShares Core Dividend ETF 0.2 5 37 8.4 -5.0
FNDX Schwab Fundamental US Large Co. Index ETF 0.2 25 17 7.4 -6.1
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.2 35 7 16.0 +2.6
CWI SPDR MSCI ACWI ex-US ETF 0.2 30 12 7.4 -6.1
VTV Vanguard Value ETF 0.2 4 38 7.0 -6.5
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.2 59 -17 8.5 -5.0
CIL VictoryShares International Volatility Wtd ETF 0.2 45 -3 6.4 -7.1
DOL WisdomTree International LargeCap Dividend Fund 0.2 48 -6 6.9 -6.6
IUSV iShares Core S&P US Value ETF 0.2 4 38 6.5 -7.0
FLJH Franklin FTSE Japan Hedged ETF 0.2 9 33 5.8 -7.7
DLN WisdomTree U.S. LargeCap Dividend Fund 0.2 28 14 6.1 -7.4
EMXC iShares MSCI Emerging Markets ex China ETF 0.1 25 17 6.9 -6.5
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.1 38 4 8.5 -5.0
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 34 8 7.3 -6.1
IEUS iShares MSCI Europe Small-Cap ETF 0.1 42 0 7.5 -6.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.1 80 -38 8.3 -5.1
FTA First Trust Large Cap Value AlphaDEX Fund 0.1 59 -17 9.1 -4.3
ISCB iShares Morningstar Small-Cap ETF 0.1 4 38 6.5 -7.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.1 20 22 5.9 -7.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.1 29 13 6.6 -6.8
FLJP Franklin FTSE Japan ETF 0.1 9 33 5.8 -7.6
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.1 15 27 7.4 -6.1
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.1 15 27 9.5 -4.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 22 5.1 -8.4
SNPV Xtrackers S&P 500 Value ESG ETF 0.1 15 27 7.0 -6.5
DFAE Dimensional Emerging Core Equity Market ETF 0.1 35 7 8.5 -4.9
HLAL Wahed FTSE USA Shariah ETF 0.1 50 -8 4.7 -8.8
LQPE PEO AlphaQuest Thematic PE ETF 0.1 125 -83 7.1 -6.4
IVE iShares S&P 500 Value ETF 0.1 18 24 6.2 -7.3
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.1 4 38 6.3 -7.1
VOOV Vanguard S&P 500 Value ETF 0.1 7 35 6.3 -7.2
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.1 70 -28 7.5 -6.0
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 38 6.9 -6.6
IWD iShares Russell 1000 Value ETF 0.1 19 23 6.6 -6.9
VONV Vanguard Russell 1000 Value ETF 0.1 7 35 6.7 -6.8
FEP First Trust Europe AlphaDEX Fund 0.1 80 -38 8.1 -5.3
AVIV Avantis International Large Cap Value ETF 0.1 25 17 8.3 -5.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.1 10 32 5.3 -8.2
VFVA Vanguard U.S. Value Factor ETF 0.1 13 29 11.2 -2.3
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.1 53 -11 7.2 -6.3
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 17 6.9 -6.6
FLQL Franklin LibertyQ U.S. Equity ETF 0.1 15 27 5.5 -8.0
JAVA JPMorgan Active Value ETF 0.1 44 -2 6.5 -6.9
KOKU Xtrackers MSCI Kokusai Equity ETF 0.1 9 33 5.2 -8.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.1 9 33 5.4 -8.1
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 14 6.4 -7.0
XJR iShares ESG Screened S&P Small-Cap ETF 0.1 12 30 8.0 -5.5
ILCV iShares Morningstar Value ETF 0.1 4 38 6.4 -7.0
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 -7 7.0 -6.5
SCHE Schwab Emerging Markets Equity ETF 0.1 11 31 10.4 -3.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.1 15 27 8.1 -5.4
VBR Vanguard Small Cap Value ETF 0.1 7 35 9.5 -4.0
AVUS Avantis U.S. Equity ETF 0.1 15 27 5.8 -7.6
SPXT ProShares S&P 500 Ex-Technology ETF 0.1 9 33 5.7 -7.8
VWO Vanguard FTSE Emerging Markets ETF 0.1 7 35 10.1 -3.4
DFEV Dimensional Emerging Markets Value ETF 0.1 43 -1 11.8 -1.7
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.1 12 30 7.6 -5.9
IPAC iShares Core MSCI Pacific ETF 0.1 9 33 6.1 -7.3
IJR iShares Core S&P Small Cap ETF 0.1 6 36 8.0 -5.5
SUSL iShares ESG MSCI USA Leaders ETF 0.1 10 32 5.0 -8.5
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.1 30 12 9.5 -3.9
IUS Invesco RAFI Strategic US ETF 0.1 19 23 6.9 -6.6
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 33 9.7 -3.8
ISCG iShares Morningstar Small-Cap Growth ETF 0.1 6 36 3.1 -10.4
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.1 19 23 5.5 -7.9
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 0 5.3 -8.1
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.1 20 22 6.1 -7.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.1 9 33 4.2 -9.3
VFMF Vanguard U.S. Multifactor ETF 0.1 18 24 8.0 -5.4
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 6 9.0 -4.5
EZM WisdomTree U.S. MidCap Fund 0.1 38 4 9.1 -4.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.1 19 23 6.4 -7.0
SFY SoFi Select 500 ETF 0.1 0 42 4.5 -9.0
LDEM iShares ESG MSCI EM Leaders ETF 0.1 17 25 13.7 +0.3
VT Vanguard Total World Stock ETF 0.1 6 36 5.8 -7.7
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 -23 7.8 -5.7
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.1 3 39 8.0 -5.4
EEM iShares MSCI Emerging Markets ETF 0.1 69 -27 9.4 -4.1
VPL Vanguard FTSE Pacific ETF 0.1 7 35 6.4 -7.1
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.1 60 -18 7.4 -6.1
VIOO Vanguard S&P Small-Cap 600 ETF 0.1 7 35 8.0 -5.5
VYM Vanguard High Dividend Yield Index ETF 0.1 6 36 7.2 -6.3
EES WisdomTree U.S. SmallCap Fund 0.1 38 4 9.1 -4.3
PSC Principal U.S. Small-Cap ETF 0.1 38 4 7.3 -6.2
JMOM JPMorgan U.S. Momentum Factor ETF 0.1 12 30 4.7 -8.8
ACVF American Conservative Values ETF 0.1 75 -33 4.4 -9.1
BKEM BNY Mellon Emerging Markets Equity ETF 0.1 11 31 9.2 -4.3
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.1 66 -24 8.8 -4.6
EMXF iShares ESG Advanced MSCI EM ETF 0.1 16 26 7.9 -5.5
KLMN Invesco MSCI North America Climate ETF 0.1 9 33 5.0 -8.4
VXF Vanguard Extended Market ETF 0.1 5 37 4.9 -8.5
XMAG Defiance Large Cap ex-Mag 7 ETF 0.1 35 7 5.3 -8.2
RWK Invesco S&P MidCap 400 Revenue ETF 0.1 39 3 10.2 -3.3
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.1 30 12 6.8 -6.6
TOK iShares MSCI Kokusai ETF 0.1 26 16 5.0 -8.4
DFUV Dimensional US Marketwide Value ETF 0.1 22 20 7.6 -5.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.1 2 40 5.0 -8.5
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 33 4.8 -8.6
SPXV ProShares S&P 500 Ex-Health Care ETF 0.1 9 33 4.7 -8.7
VOTE TCW Transform 500 ETF 0.1 5 37 4.9 -8.5
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.1 15 27 4.9 -8.5
VB Vanguard Small-Cap ETF 0.1 5 37 6.4 -7.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.1 32 10 5.1 -8.4
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.1 35 7 7.6 -5.9
TPSC Timothy Plan US Small Cap Core ETF 0.1 52 -10 7.4 -6.0
QVML Invesco S&P 500 QVM Multi-factor ETF 0.1 11 31 5.1 -8.4
ACWI iShares MSCI ACWI ETF 0.1 32 10 5.4 -8.0
URTH iShares MSCI World ETF 0.1 24 18 5.0 -8.4
USXF iShares ESG Advanced MSCI USA ETF 0.1 10 32 4.9 -8.6
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 35 10.3 -3.2
DFLV Dimensional US Large Cap Value ETF 0.1 22 20 7.8 -5.7
SFYX SoFi Next 500 ETF 0.1 0 42 6.3 -7.2
DSPY Tema S&P 500 Historical Weight ETF 0.1 18 24 5.2 -8.2
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.1 33 9 8.1 -5.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.1 25 17 5.6 -7.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 31 5.0 -8.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.1 9 33 4.9 -8.5
VWID Virtus WMC International Dividend ETF 0.1 49 -7 8.0 -5.5
DFJ WisdomTree Japan SmallCap Dividend Fund 0.1 58 -16 7.3 -6.1
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 0.1 58 -16 7.1 -6.4
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.1 58 -16 9.5 -4.0
TOPC iShares S&P 500 3% Capped ETF 0.1 15 27 5.2 -8.3
ESGU iShares ESG Aware MSCI USA ETF 0.1 15 27 4.8 -8.7
SUSA iShares MSCI USA ESG Select ETF 0.1 25 17 4.7 -8.7
IQLT iShares MSCI Intl Quality Factor ETF 0.1 30 12 6.2 -7.2
DXUV Dimensional US Vector Equity ETF 0.1 28 14 6.3 -7.2
PBUS Invesco MSCI USA ETF 0.1 4 38 4.9 -8.5
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.1 45 -3 9.5 -4.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.1 7 35 4.9 -8.6
CATH Global X S&P 500 Catholic Values Custom ETF 0.1 29 13 4.7 -8.7
AVSE Avantis Responsible Emerging Markets Equity ETF 0.1 33 9 7.9 -5.6
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.1 3 39 5.2 -8.3
QINT American Century Quality Diversified International ETF 0.1 39 3 6.9 -6.6
AVMV Avantis U.S. Mid Cap Value ETF 0.1 20 22 9.3 -4.2
INRO iShares U.S. Industry Rotation Active ETF 0.1 42 0 4.5 -9.0
XVV iShares ESG Screened S&P 500 ETF 0.1 8 34 4.9 -8.6
IWC iShares Micro-Cap ETF 0.1 60 -18 -1.6 -15.1
DFAT Dimensional U.S. Targeted Value ETF 0.1 28 14 10.5 -3.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.1 3 39 4.9 -8.5
IWV iShares Russell 3000 ETF 0.1 20 22 4.8 -8.7
VTHR Vanguard Russell 3000 ETF 0.1 7 35 4.9 -8.5
VTI Vanguard Total Stock Market ETF 0.1 3 39 4.9 -8.5
KLMT Invesco MSCI Global Climate 500 ETF 0.1 10 32 5.7 -7.8
SCHB Schwab U.S. Broad Market ETF 0.1 3 39 5.1 -8.4
RAUS RACWI US ETF 0.1 15 27 4.8 -8.7
SFGV Sequoia Global Value ETF 0.1 23 19 0.0 -13.5
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.1 20 22 4.7 -8.7
SPY SPDR S&P 500 ETF 0.1 9 33 4.9 -8.5
IWB iShares Russell 1000 ETF 0.1 15 27 4.9 -8.5
IVV iShares Core S&P 500 ETF 0.1 3 39 5.0 -8.5
SPYM State Street SPDR Portfolio S&P 500 ETF 0.1 2 40 5.0 -8.5
VOO Vanguard S&P 500 ETF 0.1 3 39 5.0 -8.5
VV Vanguard Large-Cap ETF 0.1 4 38 4.9 -8.6
VONE Vanguard Russell 1000 ETF 0.1 7 35 5.0 -8.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1 9 33 5.6 -7.9
STRV Strive 500 ETF 0.1 5 37 4.8 -8.6
SPXM Azoria 500 Meritocracy ETF 0.1 47 -5 4.6 -8.9
DON WisdomTree U.S. MidCap Dividend Fund 0.1 38 4 9.5 -4.0
SNPE Xtrackers S&P 500 ESG ETF 0.1 10 32 5.0 -8.4
CHRI Global X S&P 500 Christian Values ETF 0.1 29 13 4.7 -8.8
GXLC Global X U.S. 500 ETF 0.1 2 40 4.9 -8.5
FSMD Fidelity Small-Mid Multifactor ETF 0.1 15 27 7.2 -6.3
VFQY Vanguard U.S. Quality Factor ETF 0.1 13 29 6.4 -7.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.1 75 -33 4.1 -9.4
SPXN ProShares S&P 500 Ex-Financials ETF 0.1 9 33 4.9 -8.6
DSI iShares MSCI KLD 400 Social ETF 0.1 25 17 4.9 -8.6
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 0.1 5 37 8.2 -5.2
ROAM Hartford Multifactor Emerging Markets ETF 0.1 44 -2 11.1 -2.4
ILCB iShares Morningstar U.S. Equity ETF 0.1 3 39 4.9 -8.5
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 12 5.9 -7.6
SMLF iShares U.S. SmallCap Equity Factor ETF 0.1 15 27 6.3 -7.2
SCHX Schwab U.S. Large-Cap ETF 0.1 3 39 5.0 -8.4
IYY iShares Dow Jones U.S. ETF 0.1 20 22 4.8 -8.6
PKW Invesco Buyback Achievers ETF 0.1 62 -20 8.4 -5.0
TOV JLens 500 Jewish Advocacy U.S. ETF 0.1 18 24 4.7 -8.8
SCHK Schwab 1000 Index ETF 0.1 5 37 5.0 -8.4
DFAS Dimensional U.S. Small Cap ETF 0.1 26 16 7.0 -6.5
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 33 4.8 -8.6
SMMD iShares Russell 2500 ETF 0.1 15 27 7.2 -6.3
AIEQ AI Powered Equity ETF 0.1 75 -33 5.0 -8.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.1 45 -3 4.4 -9.0
GXC SPDR S & P China ETF 0.1 59 -17 15.4 +2.0
DFAC Dimensional U.S. Core Equity 2 ETF 0.1 17 25 5.6 -7.8
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.0 30 12 8.7 -4.8
VBK Vanguard Small-Cap Growth ETF 0.0 7 35 1.9 -11.6
DIHP Dimensional International High Profitability ETF 0.0 29 13 6.7 -6.7
NACP Impact Shares NAACP Minority Empowerment ETF 0.0 49 -7 4.8 -8.7
GWX SPDR S&P International Small Cap ETF 0.0 40 2 6.8 -6.6
DFAU Dimensional US Core Equity Market ETF 0.0 12 30 5.1 -8.3
DCOR Dimensional US Core Equity 1 ETF 0.0 14 28 5.5 -7.9
GLBL Pacer MSCI World Industry Advantage ETF 0.0 65 -23 4.3 -9.2
IWO iShares Russell 2000 Growth ETF 0.0 24 18 0.9 -12.6
BKLC BNY Mellon US Large Cap Core Equity ETF 0.0 0 42 5.0 -8.5
ROUS Hartford Multifactor US Equity ETF 0.0 19 23 7.1 -6.4
FLCH Franklin FTSE China ETF 0.0 19 23 15.2 +1.7
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.0 15 27 5.7 -7.8
VTWG Vanguard Russell 2000 Growth ETF 0.0 10 32 1.0 -12.4
VSLU Applied Finance Valuation Large Cap ETF 0.0 49 -7 5.8 -7.7
ISCF iShares International SmallCap Equity Factor ETF 0.0 23 19 8.2 -5.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.0 39 3 4.5 -9.0
DFUS Dimensional U.S. Equity ETF 0.0 9 33 4.9 -8.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.0 25 17 6.0 -7.5
NUSC Nuveen ESG Small-Cap ETF 0.0 31 11 5.5 -8.0
EPS WisdomTree U.S. LargeCap Fund 0.0 8 34 5.8 -7.7
RVRB Reverb ETF 0.0 30 12 4.6 -8.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.0 29 13 4.8 -8.7
IMFL Invesco International Developed Dynamic Multifactor ETF 0.0 34 8 5.7 -7.8
DFSV Dimensional US Small Cap Value ETF 0.0 31 11 10.9 -2.5
ONEQ Fidelity Nasdaq Composite Index ETF 0.0 21 21 3.8 -9.7
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.0 15 27 4.6 -8.9
FMDE Fidelity Enhanced Mid Cap ETF 0.0 23 19 6.1 -7.4
AVSU Avantis Responsible U.S. Equity ETF 0.0 15 27 6.0 -7.4
FLAX Franklin FTSE Asia Ex Japan ETF 0.0 19 23 8.3 -5.1
GMF SPDR S&P Emerging Asia Pacific ETF 0.0 49 -7 9.3 -4.1
GSPY Gotham Enhanced 500 ETF 0.0 50 -8 5.2 -8.3
GLOF iShares Global Equity Factor ETF 0.0 20 22 6.8 -6.7
STXG Strive 1000 Growth ETF 0.0 18 24 3.9 -9.5
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.0 12 30 4.1 -9.4
DFSU Dimensional US Sustainability Core 1 ETF 0.0 18 24 5.4 -8.0
DFVX Dimensional US Large Cap Vector ETF 0.0 22 20 6.4 -7.0
EBI Longview Advantage ETF 0.0 35 7 6.8 -6.6
HDUS Hartford Disciplined US Equity ETF 0.0 19 23 5.8 -7.7
AVUQ Avantis U.S. Quality ETF 0.0 15 27 4.5 -8.9

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 13.5 %
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.