iShares Global Timber & Forestry ETF
ALTAR
Score™		 11.5% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 17.1x P/Sales
ratio		 0.6x
P/BV
ratio		 0.9x Div.
yield		 3.5%


  • 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-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 25
Wgt avg mkt cap (mns) $5,292
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 8.2 %
POTLATCH CORP 7.0 %
SYLVAMO CORPORATION 5.3 %
SVENSKA CELLULOSA AB-B SHS 5.1 %
UPM-KYMMENE OYJ 4.9 %
INTERNATIONAL PAPER CO 4.7 %
RAYONIER INC 4.7 %
NINE DRAGONS PAPER HOLDINGS 4.6 %
OJI PAPER CO LTD 4.5 %
KLABIN SA - UNIT 4.5 %
Total 53.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 31.3 %
SWEDEN 10.5 %
JAPAN 10.2 %
BRAZIL 10.2 %
FINLAND 9.4 %
HONG KONG 4.6 %
BRITAIN 4.4 %
CANADA 4.4 %
THAILAND 2.7 %
CHILE 2.3 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-3.3% -3.3% -0.1% 6.1% 4.2%

Market Correlations
versus... Beta R-squared
S&P500 0.68 45%
MSCI EAFE 0.91 58%
MSCI Emg. Mkts. 0.72 41%

Technical Indicators
Recent close $76.76
30d moving avg. $71.01
Annualized volatility 17.1%
Short interest (ETF) 0.8%
Relative strength (RSI) 65

Liquidity measures
Avg. volume (thou.) 12
Turnover 0.4%
Bid/Ask (% of price) 0.44%
ADV underlying (mns) $492

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 516 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™: 11.5%


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 50.9 61 -19 9.6 -1.9
GNR SPDR S&P Global Natural Resources ETF 10.6 40 2 8.9 -2.6
FTRI First Trust Indxx Global Natural Resources Income ETF 10.3 70 -28 6.4 -5.1
SPRE SP Funds S&P Global REIT Sharia ETF 9.0 55 -13 5.6 -5.9
EFNL iShares MSCI Finland ETF 7.1 56 -14 5.8 -5.7
IVRA Invesco Real Assets ESG ETF 4.8 59 -17 6.0 -5.5
RSPM Invesco S&P 500 Equal Weight Materials ETF 3.9 40 2 6.8 -4.7
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 3.9 46 -4 8.1 -3.4
NANR SPDR S&P North American Natural Resources ETF 3.4 35 7 6.6 -4.9
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 3.2 40 2 7.7 -3.8
PSR Invesco Active U.S. Real Estate Fund 3.1 35 7 7.4 -4.1
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 3.1 60 -18 4.0 -7.5
XLB The Materials Select Sector SPDR Fund 3.1 8 34 5.5 -6.0
SDG iShares MSCI Global Sustainable Development Goals ETF 2.9 49 -7 4.8 -6.7
IYM iShares U.S. Basic Materials ETF 2.7 40 2 5.0 -6.5
FLN First Trust Latin America AlphaDEX Fund 2.5 80 -38 10.1 -1.4
CCNR ALPS CoreCommodity Natural Resources ETF 2.5 39 3 7.3 -4.2
FJP First Trust Japan AlphaDEX Fund 2.4 80 -38 7.2 -4.3
HOMZ Hoya Capital Housing ETF 2.4 30 12 8.4 -3.1
PSCM Invesco S&P SmallCap Materials ETF 2.3 29 13 9.5 -2.0
ECH iShares MSCI Chile ETF 2.3 58 -16 6.0 -5.5
EWZ iShares MSCI Brazil ETF 2.3 58 -16 11.8 +0.3
SDOG ALPS Sector Dividend Dogs ETF 2.2 36 6 8.6 -2.9
MXI iShares Global Materials ETF 2.1 41 1 6.1 -5.4
XLRE Real Estate Select Sector SPDR Fund 2.0 8 34 7.3 -4.2
IDOG ALPS International Sector Dividend Dogs ETF 2.0 50 -8 10.6 -0.9
HAP VanEck Natural Resources ETF 2.0 50 -8 7.6 -3.9
JPRE JPMorgan Realty Income ETF 2.0 50 -8 7.5 -4.0
POWA Invesco Bloomberg Pricing Power ETF 2.0 40 2 4.9 -6.6
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.9 40 2 5.2 -6.3
SCHH Schwab U.S. REIT ETF 1.9 7 35 7.7 -3.8
FXZ First Trust Materials AlphaDEX Fund 1.9 61 -19 7.6 -3.9
EDOG ALPS Emerging Sector Dividend Dogs ETF 1.9 60 -18 9.6 -1.9
ERTH Invesco MSCI Sustainable Future ETF 1.9 62 -20 3.1 -8.4
VNQ Vanguard Real Estate ETF 1.7 13 29 7.0 -4.5
FREL Fidelity MSCI Real Estate Index ETF 1.7 8 34 7.1 -4.4
SMAP Amplify Small-Mid Cap Equity ETF 1.6 60 -18 4.7 -6.8
VAW Vanguard Materials ETF 1.6 9 33 5.4 -6.1
CGDV Capital Group Dividend Value ETF 1.6 33 9 4.0 -7.5
FMAT Fidelity MSCI Materials Index ETF 1.5 8 34 5.4 -6.1
FLBR Franklin FTSE Brazil ETF 1.5 19 23 13.5 +2.0
IYR iShares U.S. Real Estate ETF 1.4 40 2 7.0 -4.5
DISV Dimensional International Small Cap Value ETF 1.4 42 0 8.0 -3.5
MAGA Point Bridge America First ETF 1.4 72 -30 5.6 -5.9
CSTK Invesco Comstock Contrarian Equity ETF 1.4 35 7 6.0 -5.5
EELV Invesco S&P Emerging Markets Low Volatility ETF 1.4 29 13 8.0 -3.5
TCV Towle Value ETF 1.4 85 -43 9.6 -1.9
EWD iShares MSCI Sweden ETF 1.3 54 -12 4.5 -7.0
CGDG Capital Group Dividend Growers ETF 1.3 47 -5 5.3 -6.2
FEGE First Eagle Global Equity ETF 1.3 79 -37 5.6 -6.0
XMLV Invesco S&P MidCap Low Volatility ETF 1.3 25 17 6.7 -4.8
ABLD Abacus FCF Real Assets Leaders ETF 1.3 69 -27 6.2 -5.4
EWUS iShares MSCI United Kingdom Small Cap ETF 1.2 59 -17 6.9 -4.6
SIXS ETC 6 Meridian Small Cap Equity ETF 1.2 89 -47 8.5 -3.1
FYT First Trust Small Cap Value AlphaDEX Fund 1.2 73 -31 10.2 -1.4
FLLA Franklin FTSE Latin America ETF 1.1 19 23 11.5 -0.1
VRAI Virtus Real Asset Income ETF 1.1 55 -13 9.5 -2.0
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 1.1 80 -38 12.5 +1.0
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.1 30 12 15.2 +3.7
SURE AdvisorShares Insiders Advantage ETF 1.0 90 -48 8.3 -3.2
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 1.0 60 -18 4.9 -6.6
BRF VanEck Brazil Small-Cap ETF 1.0 66 -24 10.9 -0.6
FSCS First Trust SMID Capital Strength ETF 1.0 60 -18 6.1 -5.4
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 1.0 7 35 9.9 -1.6
FRDM Freedom 100 Emerging Markets ETF 1.0 49 -7 5.9 -5.7
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 1.0 38 4 8.6 -2.9
WTV WisdomTree US Value Fund of Benef Interest 1.0 12 30 7.6 -3.9
DEEP Roundhill Acquirers Deep Value ETF 1.0 80 -38 17.1 +5.6
RNMC First Trust Mid Cap US Equity Select ETF 1.0 60 -18 5.9 -5.6
SYLD Cambria Shareholder Yield ETF 0.9 59 -17 10.8 -0.7
WWJD Inspire International ETF 0.9 80 -38 6.4 -5.1
FPRO Fidelity Real Estate Investment ETF 0.9 59 -17 6.0 -5.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.8 65 -23 1.7 -9.8
FDEV Fidelity International Multifactor ETF 0.8 18 24 6.6 -4.9
NUMV Nuveen ESG Mid-Cap Value ETF 0.8 31 11 6.0 -5.5
OCEN IQ Clean Oceans ETF 0.8 45 -3 5.0 -6.5
KNO AXS Knowledge Leaders ETF 0.8 78 -36 5.0 -6.5
SPVM Invesco S&P 500 Value with Momentum ETF 0.8 39 3 6.7 -4.9
ECNS iShares MSCI China Small-Cap ETF 0.8 59 -17 8.8 -2.7
DVY iShares Select Dividend ETF 0.8 38 4 8.2 -3.3
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.8 35 7 8.3 -3.2
SCJ iShares MSCI Japan Small-Cap ETF 0.8 50 -8 5.9 -5.6
EWZS iShares MSCI Brazil Small-Cap ETF 0.8 59 -17 11.2 -0.4
ROSC Hartford Multifactor Small Cap ETF 0.8 34 8 7.8 -3.7
DES WisdomTree U.S. SmallCap Dividend Fund 0.8 38 4 8.0 -3.5
VOE Vanguard Mid-Cap Value ETF 0.8 7 35 6.8 -4.7
IGE iShares North American Natural Resources ETF 0.7 41 1 6.4 -5.1
GEW Cambria Global EW ETF 0.7 29 13 5.3 -6.2
GVAL Cambria Global Value ETF 0.7 68 -26 9.2 -2.3
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.7 80 -38 9.3 -2.2
RNEM First Trust Emerging Markets Equity Select ETF 0.7 75 -33 7.8 -3.7
ICPY Tweedy, Browne International Insider Value ETF 0.7 80 -38 9.9 -1.6
AFSM First Trust Active Factor Small Cap ETF 0.7 75 -33 6.4 -5.1
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.7 20 22 9.0 -2.5
VWID Virtus WMC International Dividend ETF 0.7 49 -7 7.4 -4.1
BLES Inspire Global Hope ETF 0.7 61 -19 6.0 -5.5
DFE WisdomTree Europe SmallCap Dividend Fund 0.7 58 -16 7.2 -4.3
XC WisdomTree Emerging Markets Ex-China Fund 0.7 32 10 5.4 -6.1
AVIV Avantis International Large Cap Value ETF 0.7 25 17 7.4 -4.1
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.7 35 7 6.4 -5.1
DGLO First Trust RBA Deglobalization ETF 0.7 70 -28 5.7 -5.9
DFIS Dimensional International Small Cap ETF 0.7 39 3 6.2 -5.3
FYX First Trust Small Cap Core AlphaDEX Fund 0.6 61 -19 4.9 -6.6
FEM First Trust Emerging Markets AlphaDEX Fund 0.6 80 -38 10.1 -1.4
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.6 29 13 6.9 -4.6
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.6 54 -12 6.6 -5.0
FKU First Trust United Kingdom AlphaDEX Fund 0.6 80 -38 6.5 -5.0
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.6 80 -38 7.3 -4.2
DSMC Distillate Small/Mid Cash Flow ETF 0.6 55 -13 11.2 -0.3
CGUS Capital Group Core Equity ETF 0.6 33 9 3.8 -7.7
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.6 36 6 9.3 -2.2
DFIV Dimensional International Value ETF 0.6 27 15 8.0 -3.5
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 0.6 95 -53 10.2 -1.4
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.6 12 30 6.6 -4.9
XSHQ Invesco S&P SmallCap Quality ETF 0.5 29 13 6.6 -4.9
EQAL Invesco Russell 1000 Equal Weight ETF 0.5 20 22 6.3 -5.2
COPY Tweedy, Browne Insider + Value ETF 0.5 80 -38 10.2 -1.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.5 20 22 5.6 -6.0
DVYE iShares Emerging Markets Dividend ETF 0.5 49 -7 16.6 +5.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.5 24 18 7.2 -4.3
FNDA Schwab Fundamental US Small Co. Index ETF 0.5 25 17 6.6 -4.9
IEUS iShares MSCI Europe Small-Cap ETF 0.5 42 0 6.5 -5.0
TTAC FCF US Quality ETF 0.5 59 -17 5.0 -6.5
THD iShares MSCI Thailand ETF 0.5 58 -16 0.0 -11.5
ESGD iShares ESG Aware MSCI EAFE ETF 0.5 20 22 5.7 -5.8
SCZ iShares MSCI EAFE Small-Cap ETF 0.5 40 2 6.2 -5.3
FNDC Schwab Fundamental International Small Co. Index ETF 0.5 39 3 5.3 -6.2
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.5 47 -5 8.0 -3.5
AVIE Avantis  Inflation Focused Equity ETF 0.5 25 17 6.3 -5.2
IWS iShares Russell Mid-Cap Value ETF 0.5 23 19 6.2 -5.3
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.5 59 -17 8.7 -2.8
IDLV Invesco S&P International Developed Low Volatility ETF 0.5 25 17 6.2 -5.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.5 9 33 3.4 -8.1
VO Vanguard Mid-Cap ETF 0.4 4 38 5.3 -6.3
DFIC Dimensional International Core Equity 2 ETF 0.4 23 19 6.3 -5.2
EES WisdomTree U.S. SmallCap Fund 0.4 38 4 7.5 -4.0
GQRE FlexShares Global Quality Real Estate Index Fund 0.4 45 -3 7.4 -4.1
SIZE iShares MSCI USA Size Factor ETF 0.4 15 27 5.4 -6.1
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.4 45 -3 7.4 -4.1
SQLV Royce Quant Small-Cap Quality Value ETF 0.4 60 -18 8.3 -3.2
EUSA iShares MSCI USA Equal Weighted ETF 0.4 9 33 5.5 -6.0
IJJ iShares S&P Mid-Cap 400 Value ETF 0.4 18 24 7.5 -4.0
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.4 9 33 5.4 -6.1
EMMF WisdomTree Emerging Markets Multifactor Fund 0.4 48 -6 5.9 -5.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.4 10 32 7.7 -3.8
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.4 39 3 10.7 -0.8
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.4 43 -1 5.1 -6.4
AVDE Avantis International Equity ETF 0.4 23 19 6.3 -5.2
FNDF Schwab Fundamental International Large Co. Index ETF 0.4 25 17 8.1 -3.4
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.4 15 27 7.6 -3.9
RSP Invesco S&P 500 Equal Weight ETF 0.4 20 22 5.9 -5.7
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.4 24 18 6.4 -5.1
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.4 39 3 14.2 +2.7
AVMV Avantis U.S. Mid Cap Value ETF 0.4 20 22 7.5 -4.0
IMCV iShares Morningstar Mid-Cap Value ETF 0.4 6 36 7.2 -4.3
RPV Invesco S&P 500 Pure Value ETF 0.4 35 7 9.0 -2.5
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 0.4 9 33 8.3 -3.2
DXJ WisdomTree Japan Hedged Equity Fund 0.4 48 -6 5.7 -5.9
DFSI Dimensional International Sustainability Core 1 ETF 0.4 24 18 5.5 -6.1
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.4 35 7 3.0 -8.5
GVLU Gotham 1000 Value ETF 0.4 50 -8 8.1 -3.4
DXIV Dimensional International Vector Equity ETF 0.4 34 8 6.6 -4.9
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.4 30 12 6.6 -4.9
SIXL ETC 6 Meridian Low Beta Equity ETF 0.4 80 -38 5.7 -5.9
HAPS Harbor Human Capital Factor US Small Cap ETF 0.4 60 -18 3.3 -8.2
IWR iShares Russell Midcap ETF 0.3 19 23 5.4 -6.1
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.3 12 30 5.1 -6.4
STXK Strive Small-Cap ETF 0.3 18 24 5.2 -6.3
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.3 20 22 7.1 -4.4
AVDS Avantis International Small Cap Equity ETF 0.3 30 12 5.9 -5.6
AVDV Avantis International Small Cap Value ETF 0.3 36 6 7.7 -3.8
AVSD Avantis Responsible International Equity ETF 0.3 23 19 4.6 -6.9
VTWV Vanguard Russell 2000 Value ETF 0.3 10 32 5.7 -5.8
PPIE Putnam PanAgora ESG International Equity ETF 0.3 49 -7 6.9 -4.6
IWN iShares Russell 2000 Value ETF 0.3 24 18 5.6 -5.9
NUDV Nuveen ESG Dividend ETF 0.3 26 16 6.6 -4.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.3 12 30 4.3 -7.2
RAFE PIMCO RAFI ESG U.S. ETF 0.3 29 13 6.1 -5.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.3 18 24 6.9 -4.6
JHMD John Hancock Multifactor Developed International ETF 0.3 39 3 6.5 -5.0
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.3 14 28 5.5 -6.0
AVUV Avantis U.S. Small Cap Value ETF 0.3 25 17 8.5 -3.0
EFV iShares MSCI EAFE Value ETF 0.3 34 8 7.7 -3.8
SCHY Schwab International Dividend Equity ETF 0.3 14 28 8.8 -2.7
IQSI IQ Candriam International Equity ETF 0.3 15 27 5.6 -5.9
TPIF Timothy Plan International ETF 0.3 62 -20 5.4 -6.1
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.3 42 0 8.5 -3.0
IMCB iShares Morningstar Mid-Cap ETF 0.3 4 38 5.5 -6.0
BKSE BNY Mellon US Small Cap Core Equity ETF 0.3 4 38 5.0 -6.5
EZU iShares MSCI Eurozone ETF 0.3 52 -10 5.7 -5.8
FEX First Trust Large Cap Core AlphaDEX Fund 0.3 59 -17 5.0 -6.5
VYMI Vanguard International High Dividend Yield ETF 0.3 17 25 8.2 -3.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.3 17 25 5.1 -6.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.3 15 27 6.9 -4.6
AFMC First Trust Active Factor Mid Cap ETF 0.3 65 -23 6.9 -4.6
DFAI Dimensional International Core Equity Market ETF 0.3 18 24 6.0 -5.5
JHMM John Hancock Multifactor Mid Cap ETF 0.3 42 0 5.4 -6.2
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.3 50 -8 9.1 -2.4
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.3 39 3 8.2 -3.3
IEUR iShares Core MSCI Europe ETF 0.3 11 31 6.3 -5.2
PXH Invesco FTSE RAFI Emerging Markets ETF 0.3 49 -7 13.4 +1.9
VGK Vanguard FTSE Europe ETF 0.3 6 36 6.4 -5.1
FLEE Franklin FTSE Europe ETF 0.3 9 33 6.3 -5.2
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.3 25 17 6.4 -5.1
CVAR Cultivar ETF 0.3 87 -45 6.6 -4.9
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.3 45 -3 6.0 -5.5
NUSC Nuveen ESG Small-Cap ETF 0.3 31 11 4.5 -7.0
DIM WisdomTree International MidCap Dividend Fund 0.3 58 -16 6.5 -5.1
IEV iShares Europe ETF 0.3 67 -25 5.8 -5.8
SCHC Schwab International Small-Cap Equity ETF 0.3 11 31 6.7 -4.8
AVES Avantis Emerging Markets Value ETF 0.3 36 6 9.4 -2.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.3 58 -16 5.0 -6.5
XOEF iShares S&P 500 ex S&P 100 ETF 0.2 20 22 4.8 -6.7
SPEU SPDR Portfolio Europe ETF 0.2 7 35 6.3 -5.2
EVUS iShares ESG Aware MSCI USA Value ETF 0.2 18 24 5.6 -5.9
BBEU JPMorgan BetaBuilders Europe ETF 0.2 9 33 6.2 -5.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.2 15 27 6.2 -5.3
IJS iShares S&P Small-Cap 600 Value ETF 0.2 18 24 8.5 -3.0
FEUZ First Trust Eurozone AlphaDEX ETF 0.2 80 -38 6.5 -5.0
FAB First Trust Multi Cap Value AlphaDEX Fund 0.2 67 -25 8.7 -2.9
STXV Strive 1000 Value ETF 0.2 18 24 7.1 -4.4
HFXI IQ FTSE International Equity Currency Neutral ETF 0.2 20 22 5.9 -5.6
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.2 47 -5 6.9 -4.6
JPIN J.P. Morgan Diversified Return International Equity ETF 0.2 37 5 7.2 -4.3
XJH iShares ESG Screened S&P Mid-Cap ETF 0.2 12 30 6.1 -5.4
JPXN iShares JPX-Nikkei 400 ETF 0.2 48 -6 5.7 -5.8
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.2 15 27 8.5 -3.0
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.2 10 32 4.7 -6.8
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.2 46 -4 5.9 -5.6
IQDF FlexShares International Quality Dividend Index Fund 0.2 47 -5 7.5 -4.0
EQIN Columbia US Equity Income ETF 0.2 35 7 6.2 -5.3
AVMC Avantis U.S. Mid Cap Equity ETF 0.2 18 24 5.9 -5.6
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.2 29 13 6.9 -4.6
DLS WisdomTree International SmallCap Dividend Fund 0.2 58 -16 7.2 -4.3
RFDI First Trust Riverfront Dynamic Developed International ETF 0.2 83 -41 8.0 -3.5
IMCG iShares Morningstar Mid-Cap Growth ETF 0.2 6 36 3.6 -7.9
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 17 6.3 -5.2
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.2 35 7 6.4 -5.1
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 -10 6.1 -5.4
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.2 25 17 10.7 -0.8
XCNY SPDR S&P Emerging Markets ex-China ETF 0.2 15 27 6.2 -5.3
IEFA iShares Core MSCI EAFE ETF 0.2 7 35 6.1 -5.4
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.2 8 34 6.4 -5.1
IJH iShares Core S&P Mid-Cap ETF 0.2 5 37 6.2 -5.3
MDY SPDR S&P Midcap 400 ETF Trust 0.2 24 18 6.0 -5.5
EMGF iShares Emerging Markets Equity Factor ETF 0.2 25 17 9.3 -2.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.2 60 -18 3.3 -8.2
PRF Invesco FTSE RAFI US 1000 ETF 0.2 39 3 5.9 -5.6
SCHA Schwab U.S. Small-Cap ETF 0.2 4 38 4.8 -6.7
SAGP Strategas Global Policy Opportunities ETF 0.2 65 -23 4.6 -6.9
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.2 25 17 6.2 -5.3
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 0.2 44 -2 9.3 -2.2
DEW WisdomTree Global High Dividend Fund 0.2 58 -16 7.5 -4.0
SSPY Syntax Stratified LargeCap ETF 0.2 30 12 5.9 -5.6
IVLU iShares MSCI Intl Value Factor ETF 0.2 30 12 8.7 -2.9
PRXV Praxis Impact Large Cap Value ETF 0.2 36 6 5.8 -5.7
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.2 3 39 6.2 -5.3
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.2 35 7 11.6 +0.1
IVOO Vanguard S&P Mid-Cap 400 ETF 0.2 7 35 6.2 -5.3
IDEV iShares Core MSCI International Developed Markets ETF 0.2 4 38 6.1 -5.5
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.2 35 7 4.9 -6.6
CIL VictoryShares International Volatility Wtd ETF 0.2 45 -3 5.7 -5.8
NULC Nuveen ESG Large-Cap ETF 0.2 21 21 4.4 -7.1
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.2 24 18 6.3 -5.2
GSID Goldman Sachs MarketBeta International Equity ETF 0.2 20 22 5.8 -5.7
DIVB iShares Core Dividend ETF 0.2 5 37 7.3 -4.2
FNDX Schwab Fundamental US Large Co. Index ETF 0.2 25 17 6.3 -5.2
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.2 41 1 7.0 -4.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.2 39 3 4.2 -7.3
VEA Vanguard FTSE Developed Markets ETF 0.2 3 39 6.1 -5.4
DEHP Dimensional Emerging Markets High Profitability ETF 0.2 41 1 5.2 -6.3
DEUS Xtrackers Russell US Multifactor ETF 0.2 17 25 6.0 -5.6
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 3 5.8 -5.7
RSSL Global X Russell 2000 ETF 0.2 8 34 3.1 -8.4
JHSC John Hancock Multifactor Small Cap ETF 0.2 42 0 5.7 -5.8
ISMD Inspire Small/Mid Cap ETF 0.2 54 -12 4.6 -7.0
BKF iShares MSCI BIC ETF 0.2 69 -27 11.7 +0.2
SPDW SPDR Portfolio Developed World ex-US ETF 0.2 3 39 6.0 -5.5
VSGX Vanguard ESG International Stock ETF 0.2 10 32 6.6 -4.9
SCHF Schwab International Equity ETF 0.2 6 36 6.2 -5.3
IWM iShares Russell 2000 ETF 0.2 19 23 3.1 -8.4
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.2 59 -17 7.4 -4.1
BKIE BNY Mellon International Equity ETF 0.2 4 38 6.0 -5.5
VTV Vanguard Value ETF 0.2 4 38 6.0 -5.5
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.2 32 10 6.9 -4.6
ECON Columbia Emerging Markets Consumer ETF 0.2 49 -7 9.9 -1.6
FLGB Franklin FTSE United Kingdom ETF 0.2 9 33 6.6 -4.9
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 0.2 88 -46 7.3 -4.2
AVSC Avantis U.S Small Cap Equity ETF 0.2 25 17 4.5 -7.0
FLJP Franklin FTSE Japan ETF 0.2 9 33 5.4 -6.1
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.2 45 -3 8.3 -3.2
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.2 39 3 6.8 -4.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.2 80 -38 6.7 -4.8
VXUS Vanguard Total International Stock ETF 0.2 5 37 6.8 -4.7
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.2 20 22 5.4 -6.1
VEU Vanguard FTSE All-World ex-US Index Fund 0.2 4 38 6.8 -4.7
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 0.2 12 30 7.0 -4.5
IUSV iShares Core S&P US Value ETF 0.2 4 38 5.7 -5.9
OPTZ Optimize Strategy Index ETF 0.2 50 -8 4.1 -7.4
PSC Principal U.S. Small-Cap ETF 0.2 38 4 5.8 -5.7
XCEM Columbia EM Core ex-China ETF 0.2 16 26 6.5 -5.0
ISCV iShares Morningstar Small Cap Value ETF 0.2 6 36 7.4 -4.1
RWL Invesco S&P 500 Revenue ETF 0.2 39 3 5.9 -5.6
VTWO Vanguard Russell 2000 ETF 0.2 7 35 3.2 -8.3
IXUS iShares Core MSCI Total International Stock ETF 0.2 7 35 6.7 -4.8
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.2 38 4 7.4 -4.1
EFA iShares MSCI EAFE ETF 0.2 35 7 5.8 -5.8
VOOV Vanguard S&P 500 Value ETF 0.2 7 35 5.5 -6.0
HLAL Wahed FTSE USA Shariah ETF 0.2 50 -8 3.9 -7.6
FDRR Fidelity Dividend ETF for Rising Rates 0.2 15 27 6.1 -5.4
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.2 32 10 11.1 -0.4
DFAE Dimensional Emerging Core Equity Market ETF 0.2 35 7 7.4 -4.2
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.2 36 6 5.8 -5.7
FLJH Franklin FTSE Japan Hedged ETF 0.2 9 33 5.4 -6.1
IVE iShares S&P 500 Value ETF 0.1 18 24 5.4 -6.1
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.1 4 38 5.5 -6.0
EMXC iShares MSCI Emerging Markets ex China ETF 0.1 25 17 5.8 -5.7
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 38 5.8 -5.7
IWD iShares Russell 1000 Value ETF 0.1 19 23 5.5 -6.0
VONV Vanguard Russell 1000 Value ETF 0.1 7 35 5.7 -5.8
LQPE PEO AlphaQuest Thematic PE ETF 0.1 125 -83 6.1 -5.4
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.1 20 22 5.7 -5.8
JHEM John Hancock Multifactor Emerging Markets ETF 0.1 49 -7 8.2 -3.3
GVUS Marketbeta Russell 1000 Value Equity ETF 0.1 12 30 5.7 -5.8
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.1 41 1 6.4 -5.2
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.1 18 24 6.4 -5.1
PTL Inspire 500 ETF 0.1 9 33 4.6 -6.9
ISCB iShares Morningstar Small-Cap ETF 0.1 4 38 5.0 -6.5
FEP First Trust Europe AlphaDEX Fund 0.1 80 -38 6.9 -4.6
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.1 53 -11 6.0 -5.5
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 12 6.4 -5.1
JHML John Hancock Multifactor Large Cap ETF 0.1 29 13 4.6 -6.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.1 10 32 4.5 -7.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.1 24 18 6.4 -5.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.1 35 7 6.8 -4.7
QINT American Century Quality Diversified International ETF 0.1 39 3 6.1 -5.4
XJR iShares ESG Screened S&P Small-Cap ETF 0.1 12 30 6.6 -5.0
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 34 8 6.4 -5.1
DFEV Dimensional Emerging Markets Value ETF 0.1 43 -1 10.3 -1.2
SUSL iShares ESG MSCI USA Leaders ETF 0.1 10 32 4.1 -7.4
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.1 70 -28 6.8 -4.7
VBR Vanguard Small Cap Value ETF 0.1 7 35 7.8 -3.7
SCHE Schwab Emerging Markets Equity ETF 0.1 11 31 9.4 -2.1
SFY SoFi Select 500 ETF 0.1 0 42 3.8 -7.7
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 -7 6.1 -5.4
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.1 12 30 6.4 -5.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.1 15 27 6.6 -4.9
VWO Vanguard FTSE Emerging Markets ETF 0.1 7 35 9.0 -2.5
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 -23 7.0 -4.5
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.1 32 10 5.3 -6.2
IQDG WisdomTree International Quality Dividend Growth Fund 0.1 42 0 6.0 -5.5
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 0 4.7 -6.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.1 29 13 5.5 -6.0
ISCG iShares Morningstar Small-Cap Growth ETF 0.1 6 36 2.5 -9.0
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.1 30 12 8.0 -3.5
IPAC iShares Core MSCI Pacific ETF 0.1 9 33 5.6 -5.9
IJR iShares Core S&P Small Cap ETF 0.1 6 36 6.6 -4.9
SUSA iShares MSCI USA ESG Select ETF 0.1 25 17 3.9 -7.6
VYM Vanguard High Dividend Yield Index ETF 0.1 6 36 6.2 -5.3
VIOO Vanguard S&P Small-Cap 600 ETF 0.1 7 35 6.6 -4.9
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 33 8.4 -3.1
IUS Invesco RAFI Strategic US ETF 0.1 19 23 5.9 -5.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.1 10 32 4.2 -7.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.1 19 23 4.8 -6.7
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.1 15 27 8.3 -3.2
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.1 20 22 5.6 -5.9
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.1 58 -16 5.8 -5.7
LDEM iShares ESG MSCI EM Leaders ETF 0.1 17 25 11.2 -0.3
VT Vanguard Total World Stock ETF 0.1 6 36 5.1 -6.4
DMXF iShares ESG Advanced MSCI EAFE ETF 0.1 12 30 5.0 -6.5
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.1 3 39 6.6 -4.9
EEM iShares MSCI Emerging Markets ETF 0.1 69 -27 8.0 -3.5
XMAG Defiance Large Cap ex-Mag 7 ETF 0.1 35 7 4.5 -7.0
VXF Vanguard Extended Market ETF 0.1 5 37 3.9 -7.6
ESGU iShares ESG Aware MSCI USA ETF 0.1 15 27 4.1 -7.4
VLUE iShares MSCI USA Value Factor ETF 0.1 15 27 7.9 -3.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 22 4.3 -7.2
DHS WisdomTree U.S. High Dividend Fund 0.1 38 4 7.2 -4.3
FSMD Fidelity Small-Mid Multifactor ETF 0.1 15 27 6.0 -5.5
VPL Vanguard FTSE Pacific ETF 0.1 7 35 5.7 -5.8
DFUV Dimensional US Marketwide Value ETF 0.1 22 20 6.4 -5.1
KLMN Invesco MSCI North America Climate ETF 0.1 9 33 4.3 -7.2
IGRO iShares International Dividend Growth ETF 0.1 15 27 6.3 -5.3
RWK Invesco S&P MidCap 400 Revenue ETF 0.1 39 3 8.1 -3.4
DSPY Tema S&P 500 Historical Weight ETF 0.1 18 24 4.5 -7.1
VB Vanguard Small-Cap ETF 0.1 5 37 5.2 -6.3
USXF iShares ESG Advanced MSCI USA ETF 0.1 10 32 3.9 -7.6
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 35 9.2 -2.3
BKEM BNY Mellon Emerging Markets Equity ETF 0.1 11 31 7.9 -3.6
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 6 7.9 -3.6
SPXT ProShares S&P 500 Ex-Technology ETF 0.1 9 33 4.8 -6.7
AVEM Avantis Emerging Markets Equity ETF 0.1 33 9 7.2 -4.3
JQUA JPMorgan U.S. Quality Factor ETF 0.1 12 30 5.1 -6.5
TOK iShares MSCI Kokusai ETF 0.1 26 16 4.3 -7.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.1 20 22 4.7 -6.8
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.1 66 -24 7.6 -3.9
QVML Invesco S&P 500 QVM Multi-factor ETF 0.1 11 31 4.4 -7.1
ACWI iShares MSCI ACWI ETF 0.1 32 10 4.7 -6.8
WOMN Impact Shares YWCA Women's Empowerment ETF 0.1 75 -33 4.9 -6.6
URTH iShares MSCI World ETF 0.1 24 18 4.4 -7.1
SFYX SoFi Next 500 ETF 0.1 0 42 4.9 -6.6
TOPC iShares S&P 500 3% Capped ETF 0.1 15 27 4.4 -7.1
DFLV Dimensional US Large Cap Value ETF 0.1 22 20 6.5 -5.0
ILCV iShares Morningstar Value ETF 0.1 4 38 5.6 -5.9
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.1 15 27 4.2 -7.3
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.1 3 39 4.4 -7.1
KOKU Xtrackers MSCI Kokusai Equity ETF 0.1 9 33 4.5 -7.0
VFVA Vanguard U.S. Value Factor ETF 0.1 13 29 9.3 -2.2
DTH WisdomTree International High Dividend Fund 0.1 58 -16 7.4 -4.1
DXUV Dimensional US Vector Equity ETF 0.1 28 14 5.2 -6.3
XVV iShares ESG Screened S&P 500 ETF 0.1 8 34 4.1 -7.4
SCHB Schwab U.S. Broad Market ETF 0.1 3 39 4.3 -7.2
IWV iShares Russell 3000 ETF 0.1 20 22 4.0 -7.5
VTHR Vanguard Russell 3000 ETF 0.1 7 35 4.2 -7.3
VTI Vanguard Total Stock Market ETF 0.1 3 39 4.2 -7.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.1 3 39 4.2 -7.3
RAUS RACWI US ETF 0.1 15 27 4.2 -7.3
IWB iShares Russell 1000 ETF 0.1 15 27 4.2 -7.4
VONE Vanguard Russell 1000 ETF 0.1 7 35 4.3 -7.3
PBUS Invesco MSCI USA ETF 0.1 4 38 4.2 -7.3
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.1 20 22 4.0 -7.5
VV Vanguard Large-Cap ETF 0.1 4 38 4.2 -7.3
AVUS Avantis U.S. Equity ETF 0.1 15 27 4.9 -6.6
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.1 15 27 6.5 -5.0
DFAT Dimensional U.S. Targeted Value ETF 0.1 28 14 8.7 -2.8
ACVF American Conservative Values ETF 0.1 75 -33 3.6 -7.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.1 7 35 4.2 -7.3
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 33 4.1 -7.4
SPXV ProShares S&P 500 Ex-Health Care ETF 0.1 9 33 4.0 -7.5
CATH Global X S&P 500 Catholic Values Custom ETF 0.1 29 13 4.0 -7.5
CHRI Global X S&P 500 Christian Values ETF 0.1 29 13 3.9 -7.6
GXLC Global X U.S. 500 ETF 0.1 2 40 4.1 -7.4
STRV Strive 500 ETF 0.1 5 37 4.1 -7.4
VOO Vanguard S&P 500 ETF 0.1 3 39 4.3 -7.3
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.1 58 -16 5.8 -5.7
IVV iShares Core S&P 500 ETF 0.1 3 39 4.2 -7.3
SPY SPDR S&P 500 ETF 0.1 9 33 4.2 -7.3
SPYM State Street SPDR Portfolio S&P 500 ETF 0.1 2 40 4.2 -7.3
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.1 30 12 6.0 -5.5
KLMT Invesco MSCI Global Climate 500 ETF 0.1 10 32 5.0 -6.6
DSI iShares MSCI KLD 400 Social ETF 0.1 25 17 4.1 -7.4
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 12 5.1 -6.4
ILCB iShares Morningstar U.S. Equity ETF 0.1 3 39 4.2 -7.4
SCHX Schwab U.S. Large-Cap ETF 0.1 3 39 4.3 -7.2
IYY iShares Dow Jones U.S. ETF 0.1 20 22 4.1 -7.4
IQLT iShares MSCI Intl Quality Factor ETF 0.1 30 12 5.3 -6.2
IWC iShares Micro-Cap ETF 0.1 60 -18 -1.3 -12.8
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.1 15 27 5.0 -6.5
SCHK Schwab 1000 Index ETF 0.1 5 37 4.3 -7.2
TOV JLens 500 Jewish Advocacy U.S. ETF 0.1 18 24 4.0 -7.5
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 0.1 5 37 7.1 -4.4
SMLF iShares U.S. SmallCap Equity Factor ETF 0.1 15 27 5.2 -6.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.1 2 40 4.3 -7.2
BKLC BNY Mellon US Large Cap Core Equity ETF 0.1 0 42 4.3 -7.3
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.1 32 10 4.3 -7.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.1 9 33 4.2 -7.3
VOTE TCW Transform 500 ETF 0.1 5 37 4.2 -7.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 31 4.2 -7.3
VFQY Vanguard U.S. Quality Factor ETF 0.1 13 29 5.3 -6.2
DFJ WisdomTree Japan SmallCap Dividend Fund 0.1 58 -16 6.4 -5.1
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.1 33 9 6.8 -4.7
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.1 25 17 4.7 -6.8
NACP Impact Shares NAACP Minority Empowerment ETF 0.1 49 -7 4.0 -7.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1 9 33 4.9 -6.7
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 33 4.1 -7.4
PKW Invesco Buyback Achievers ETF 0.1 62 -20 7.0 -4.5
RVRB Reverb ETF 0.1 30 12 4.0 -7.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.1 45 -3 3.6 -7.9
GXC SPDR S & P China ETF 0.1 59 -17 14.2 +2.7
DFAC Dimensional U.S. Core Equity 2 ETF 0.1 17 25 4.7 -6.8
DFAS Dimensional U.S. Small Cap ETF 0.1 26 16 5.7 -5.8
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.1 30 12 7.5 -4.0
VBK Vanguard Small-Cap Growth ETF 0.1 7 35 1.4 -10.1
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 -23 3.5 -8.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 17 5.4 -6.1
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.1 40 2 6.4 -5.1
AVSE Avantis Responsible Emerging Markets Equity ETF 0.1 33 9 6.9 -4.6
DCOR Dimensional US Core Equity 1 ETF 0.0 14 28 4.6 -6.9
SMMD iShares Russell 2500 ETF 0.0 15 27 5.7 -5.8
ILCG iShares Morningstar Growth ETF 0.0 4 38 3.0 -8.5
DFAU Dimensional US Core Equity Market ETF 0.0 12 30 4.3 -7.2
GWX SPDR S&P International Small Cap ETF 0.0 40 2 5.9 -5.6
IWO iShares Russell 2000 Growth ETF 0.0 24 18 0.6 -10.9
DIHP Dimensional International High Profitability ETF 0.0 29 13 5.8 -5.7
SNPE Xtrackers S&P 500 ESG ETF 0.0 10 32 4.3 -7.2
VSLU Applied Finance Valuation Large Cap ETF 0.0 49 -7 4.7 -6.8
SPXN ProShares S&P 500 Ex-Financials ETF 0.0 9 33 4.1 -7.4
REVS Columbia Research Enhanced Value ETF 0.0 19 23 6.9 -4.6
EMXF iShares ESG Advanced MSCI EM ETF 0.0 16 26 7.1 -4.4
DFUS Dimensional U.S. Equity ETF 0.0 9 33 4.1 -7.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.0 39 3 2.7 -8.9
ISCF iShares International SmallCap Equity Factor ETF 0.0 23 19 7.3 -4.2
VTWG Vanguard Russell 2000 Growth ETF 0.0 10 32 0.8 -10.7
SFGV Sequoia Global Value ETF 0.0 23 19 7.4 -4.1
FLCH Franklin FTSE China ETF 0.0 19 23 14.0 +2.5
DWM WisdomTree International Equity Fund 0.0 48 -6 6.3 -5.2
DTD WisdomTree U.S. Total Dividend Fund 0.0 28 14 5.6 -5.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.0 29 13 3.8 -7.7
INRO iShares U.S. Industry Rotation Active ETF 0.0 42 0 3.9 -7.6
IMFL Invesco International Developed Dynamic Multifactor ETF 0.0 34 8 5.0 -6.5
DFSV Dimensional US Small Cap Value ETF 0.0 31 11 9.1 -2.4
GMF SPDR S&P Emerging Asia Pacific ETF 0.0 49 -7 8.3 -3.2
GSPY Gotham Enhanced 500 ETF 0.0 50 -8 4.4 -7.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.0 19 23 5.3 -6.2
AVSU Avantis Responsible U.S. Equity ETF 0.0 15 27 5.0 -6.5
RECS Columbia Research Enhanced Core ETF 0.0 15 27 5.0 -6.5
FLAX Franklin FTSE Asia Ex Japan ETF 0.0 19 23 7.3 -4.2
STXG Strive 1000 Growth ETF 0.0 18 24 3.1 -8.4
ONEQ Fidelity Nasdaq Composite Index ETF 0.0 21 21 3.1 -8.4
DFSU Dimensional US Sustainability Core 1 ETF 0.0 18 24 4.5 -7.0
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.0 12 30 3.4 -8.1
EBI Longview Advantage ETF 0.0 35 7 5.7 -5.8
DFVX Dimensional US Large Cap Vector ETF 0.0 22 20 5.3 -6.2
AVUQ Avantis U.S. Quality ETF 0.0 15 27 3.5 -8.0
DON WisdomTree U.S. MidCap Dividend Fund 0.0 38 4 8.1 -3.5
EZM WisdomTree U.S. MidCap Fund 0.0 38 4 7.5 -4.0

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

Content on this tab for subscribers only**

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

Content on this tab for subscribers only

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 10.1 %
Divided by: Fwd. P/BV 0.9 x
Less: Expense ratio 42 bp
Equals: ALTAR Score 11.5 %
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.