iShares Global Timber & Forestry ETF
ALTAR
Score™		 13.1% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 15.3x 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) $228
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 8.4 %
KLABIN SA - UNIT 5.9 %
STORA ENSO OYJ-R SHS 5.8 %
RAYONIER INC 5.4 %
WEYERHAEUSER CO 5.2 %
SYLVAMO CORPORATION 5.2 %
UPM-KYMMENE OYJ 5.0 %
SHANDONG SUNPAPER LTD A 5.0 %
OJI PAPER CO LTD 4.9 %
SVENSKA CELLULOSA AB-B SHS 4.7 %
Total 55.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 29.7 %
SWEDEN 11.4 %
BRAZIL 11.2 %
FINLAND 10.8 %
JAPAN 9.9 %
THAILAND 4.1 %
CANADA 3.9 %
BRITAIN 3.7 %
CHILE 2.4 %
SOUTH AFRICA 2.3 %

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 $70.38
30d moving avg. $69.86
Annualized volatility 17.1%
Short interest (ETF) 0.3%
Relative strength (RSI) 40

Liquidity measures
Avg. volume (thou.) 10
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™: 13.1%


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 48.4 61 -19 10.8 -2.3
GNR SPDR S&P Global Natural Resources ETF 9.7 40 2 10.2 -3.0
SPRE SP Funds S&P Global REIT Sharia ETF 8.7 55 -13 6.2 -7.0
FTRI First Trust Indxx Global Natural Resources Income ETF 8.7 70 -28 7.6 -5.5
EFNL iShares MSCI Finland ETF 7.1 56 -14 6.3 -6.8
IVRA Invesco Real Assets ESG ETF 4.8 59 -17 6.4 -6.8
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 3.7 46 -4 9.4 -3.8
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 3.2 40 2 8.3 -4.8
PSR Invesco Active U.S. Real Estate Fund 3.1 35 7 7.9 -5.2
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 3.1 60 -18 5.3 -7.8
NANR SPDR S&P North American Natural Resources ETF 3.0 35 7 7.8 -5.4
GSFP Goldman Sachs Future Planet Equity ETF 2.9 75 -33 4.2 -8.9
RSPM Invesco S&P 500 Equal Weight Materials ETF 2.9 40 2 7.8 -5.4
XLB The Materials Select Sector SPDR Fund 2.9 8 34 6.4 -6.7
FLN First Trust Latin America AlphaDEX Fund 2.5 80 -38 10.9 -2.3
CCNR ALPS CoreCommodity Natural Resources ETF 2.5 39 3 9.0 -4.2
IYM iShares U.S. Basic Materials ETF 2.5 40 2 6.0 -7.1
ECH iShares MSCI Chile ETF 2.4 58 -16 7.1 -6.1
SDG iShares MSCI Global Sustainable Development Goals ETF 2.4 49 -7 4.9 -8.2
FJP First Trust Japan AlphaDEX Fund 2.4 80 -38 8.2 -4.9
PSCM Invesco S&P SmallCap Materials ETF 2.3 29 13 12.5 -0.7
MXI iShares Global Materials ETF 2.3 41 1 7.0 -6.1
EWZ iShares MSCI Brazil ETF 2.2 58 -16 11.7 -1.4
HAP VanEck Natural Resources ETF 2.2 50 -8 8.7 -4.5
POWA Invesco Bloomberg Pricing Power ETF 2.0 40 2 5.9 -7.3
FMAT Fidelity MSCI Materials Index ETF 2.0 8 34 6.2 -6.9
HOMZ Hoya Capital Housing ETF 2.0 30 12 9.4 -3.7
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 6.2 -7.0
FLBR Franklin FTSE Brazil ETF 1.9 19 23 13.4 +0.3
IDOG ALPS International Sector Dividend Dogs ETF 1.9 50 -8 11.4 -1.8
ERTH Invesco MSCI Sustainable Future ETF 1.9 62 -20 3.4 -9.7
CGDV Capital Group Dividend Value ETF 1.8 33 9 4.5 -8.6
EDOG ALPS Emerging Sector Dividend Dogs ETF 1.8 60 -18 10.7 -2.5
FREL Fidelity MSCI Real Estate Index ETF 1.8 8 34 7.7 -5.4
SCHH Schwab U.S. REIT ETF 1.7 7 35 8.3 -4.9
JPRE JPMorgan Realty Income ETF 1.7 50 -8 8.8 -4.4
SDOG ALPS Sector Dividend Dogs ETF 1.7 36 6 9.5 -3.6
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.7 15 27 4.1 -9.0
XLRE Real Estate Select Sector SPDR Fund 1.6 8 34 7.8 -5.3
VAW Vanguard Materials ETF 1.6 9 33 6.3 -6.8
FXZ First Trust Materials AlphaDEX Fund 1.6 61 -19 9.4 -3.8
SMAP Amplify Small-Mid Cap Equity ETF 1.6 60 -18 5.5 -7.6
TCV Towle Value ETF 1.6 85 -43 11.4 -1.7
TEMP JPMorgan Climate Change Solutions ETF 1.6 49 -7 5.6 -7.5
EWD iShares MSCI Sweden ETF 1.5 54 -12 5.2 -7.9
FLLA Franklin FTSE Latin America ETF 1.5 19 23 12.1 -1.0
VNQ Vanguard Real Estate ETF 1.5 13 29 7.6 -5.6
CSTK Invesco Comstock Contrarian Equity ETF 1.4 35 7 6.8 -6.3
IRET iREIT - MarketVector Quality REIT Index ETF 1.4 60 -18 7.1 -6.1
EELV Invesco S&P Emerging Markets Low Volatility ETF 1.4 29 13 8.8 -4.3
DISV Dimensional International Small Cap Value ETF 1.4 42 0 8.6 -4.5
ULVM VictoryShares US Value Momentum ETF 1.4 20 22 7.2 -5.9
QDIV Global X S&P 500 Quality Dividend ETF 1.3 20 22 8.9 -4.2
MAGA Point Bridge America First ETF 1.3 72 -30 6.3 -6.9
XMLV Invesco S&P MidCap Low Volatility ETF 1.3 25 17 7.2 -5.9
IYR iShares U.S. Real Estate ETF 1.2 40 2 7.6 -5.6
WTV WisdomTree US Value Fund of Benef Interest 1.2 12 30 8.9 -4.2
BLLD JPMorgan Sustainable Infrastructure ETF 1.2 49 -7 6.0 -7.2
DEEP Roundhill Acquirers Deep Value ETF 1.1 80 -38 18.4 +5.3
FYT First Trust Small Cap Value AlphaDEX Fund 1.1 73 -31 11.7 -1.4
NUMV Nuveen ESG Mid-Cap Value ETF 1.1 31 11 6.9 -6.3
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.1 30 12 17.3 +4.1
FRDM Freedom 100 Emerging Markets ETF 1.1 49 -7 7.2 -5.9
VRAI Virtus Real Asset Income ETF 1.0 55 -13 10.6 -2.5
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.0 85 -43 3.7 -9.5
KNO AXS Knowledge Leaders ETF 1.0 78 -36 5.7 -7.4
SURE AdvisorShares Insiders Advantage ETF 1.0 90 -48 9.7 -3.5
FSCS First Trust SMID Capital Strength ETF 0.9 60 -18 7.2 -5.9
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 0.9 80 -38 13.8 +0.7
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 0.9 7 35 10.9 -2.3
BLES Inspire Global Hope ETF 0.9 61 -19 6.8 -6.4
INEQ Columbia International Equity Income ETF 0.9 45 -3 7.5 -5.7
WWJD Inspire International ETF 0.9 80 -38 7.0 -6.1
BRF VanEck Brazil Small-Cap ETF 0.9 66 -24 10.9 -2.3
SIXS ETC 6 Meridian Small Cap Equity ETF 0.9 89 -47 9.6 -3.6
ABLD Abacus FCF Real Assets Leaders ETF 0.8 69 -27 6.7 -6.5
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.8 60 -18 7.6 -5.5
SPVM Invesco S&P 500 Value with Momentum ETF 0.8 39 3 7.4 -5.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.8 24 18 8.1 -5.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.8 65 -23 2.3 -10.8
SCJ iShares MSCI Japan Small-Cap ETF 0.8 50 -8 6.6 -6.6
TPHD Timothy Plan High Dividend Stock ETF 0.8 52 -10 7.1 -6.0
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.8 54 -12 7.3 -5.8
IGE iShares North American Natural Resources ETF 0.7 41 1 7.3 -5.8
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 0.7 38 4 7.6 -5.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 0.7 35 7 7.7 -5.5
DVY iShares Select Dividend ETF 0.7 38 4 9.0 -4.1
ECNS iShares MSCI China Small-Cap ETF 0.7 59 -17 9.1 -4.1
ICPY Tweedy, Browne International Insider Value ETF 0.7 80 -38 0.0 -13.1
GVAL Cambria Global Value ETF 0.7 68 -26 10.4 -2.8
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 10.6 -2.5
VOE Vanguard Mid-Cap Value ETF 0.7 7 35 7.7 -5.4
ROSC Hartford Multifactor Small Cap ETF 0.7 34 8 9.0 -4.1
SQLV Royce Quant Small-Cap Quality Value ETF 0.7 60 -18 9.4 -3.8
FYX First Trust Small Cap Core AlphaDEX Fund 0.7 61 -19 5.7 -7.4
SYLD Cambria Shareholder Yield ETF 0.7 59 -17 12.5 -0.6
DSMC Distillate Small/Mid Cash Flow ETF 0.7 55 -13 12.7 -0.4
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.7 35 7 7.4 -5.7
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 0.7 9 33 8.7 -4.5
GEW Cambria Global EW ETF 0.7 29 13 0.0 -13.1
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.7 24 18 7.1 -6.0
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.7 20 22 10.1 -3.0
OCEN IQ Clean Oceans ETF 0.7 45 -3 5.1 -8.0
FEGE First Eagle Global Equity ETF 0.6 79 -37 6.5 -6.7
FEM First Trust Emerging Markets AlphaDEX Fund 0.6 80 -38 11.3 -1.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.6 29 13 8.2 -4.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.6 18 24 7.7 -5.5
EWZS iShares MSCI Brazil Small-Cap ETF 0.6 59 -17 10.7 -2.4
DGLO First Trust RBA Deglobalization ETF 0.6 70 -28 6.8 -6.4
DFIS Dimensional International Small Cap ETF 0.6 39 3 6.9 -6.3
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.6 38 4 10.0 -3.1
IMCV iShares Morningstar Mid-Cap Value ETF 0.6 6 36 8.1 -5.0
FKU First Trust United Kingdom AlphaDEX Fund 0.6 80 -38 7.5 -5.6
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.6 80 -38 8.4 -4.7
DFIV Dimensional International Value ETF 0.6 27 15 8.8 -4.4
ESGD iShares ESG Aware MSCI EAFE ETF 0.6 20 22 6.4 -6.7
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.6 36 6 10.7 -2.4
DIM WisdomTree International MidCap Dividend Fund 0.6 58 -16 7.0 -6.1
AVIE Avantis  Inflation Focused Equity ETF 0.6 25 17 7.0 -6.1
XSHQ Invesco S&P SmallCap Quality ETF 0.5 29 13 7.7 -5.4
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.5 12 30 7.4 -5.8
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 0.5 95 -53 10.8 -2.3
EQAL Invesco Russell 1000 Equal Weight ETF 0.5 20 22 7.1 -6.1
AVSD Avantis Responsible International Equity ETF 0.5 23 19 5.0 -8.1
COPY Tweedy, Browne Insider + Value ETF 0.5 80 -38 11.6 -1.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.5 20 22 6.5 -6.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.5 4 38 6.0 -7.2
THD iShares MSCI Thailand ETF 0.5 58 -16 0.0 -13.1
TTAC FCF US Quality ETF 0.5 59 -17 6.0 -7.1
FDEV Fidelity International Multifactor ETF 0.5 18 24 7.3 -5.8
AFSM First Trust Active Factor Small Cap ETF 0.5 75 -33 7.4 -5.8
DVYE iShares Emerging Markets Dividend ETF 0.5 49 -7 17.7 +4.6
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 8.8 -4.4
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.5 47 -5 9.1 -4.1
DEW WisdomTree Global High Dividend Fund 0.5 58 -16 8.2 -5.0
RAFE PIMCO RAFI ESG U.S. ETF 0.5 29 13 6.8 -6.3
NUDV Nuveen ESG Dividend ETF 0.5 26 16 7.5 -5.6
IDLV Invesco S&P International Developed Low Volatility ETF 0.5 25 17 6.5 -6.7
DFIC Dimensional International Core Equity 2 ETF 0.4 23 19 7.0 -6.1
HAPS Harbor Human Capital Factor US Small Cap ETF 0.4 60 -18 3.8 -9.3
AVDV Avantis International Small Cap Value ETF 0.4 36 6 8.7 -4.5
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.4 59 -17 9.9 -3.2
EMMF WisdomTree Emerging Markets Multifactor Fund 0.4 48 -6 7.0 -6.2
BKSE BNY Mellon US Small Cap Core Equity ETF 0.4 4 38 5.8 -7.4
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.4 45 -3 8.3 -4.9
IWS iShares Russell Mid-Cap Value ETF 0.4 23 19 7.1 -6.0
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.4 14 28 5.9 -7.2
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.4 35 7 5.8 -7.4
IJJ iShares S&P Mid-Cap 400 Value ETF 0.4 18 24 8.6 -4.5
JHMD John Hancock Multifactor Developed International ETF 0.4 39 3 7.1 -6.0
JPIN J.P. Morgan Diversified Return International Equity ETF 0.4 37 5 7.8 -5.4
UIVM VictoryShares International Value Momentum ETF 0.4 35 7 8.2 -4.9
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.4 15 27 8.6 -4.5
VO Vanguard Mid-Cap ETF 0.4 4 38 5.9 -7.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.4 10 32 8.7 -4.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.4 39 3 11.5 -1.6
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.4 43 -1 6.0 -7.1
AVDE Avantis International Equity ETF 0.4 23 19 7.0 -6.2
FNDC Schwab Fundamental International Small Co. Index ETF 0.4 39 3 5.6 -7.5
FNDF Schwab Fundamental International Large Co. Index ETF 0.4 25 17 8.9 -4.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.4 12 30 5.1 -8.0
RSP Invesco S&P 500 Equal Weight ETF 0.4 20 22 6.7 -6.4
ISMD Inspire Small/Mid Cap ETF 0.4 54 -12 5.5 -7.6
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.4 42 0 6.3 -6.8
EQIN Columbia US Equity Income ETF 0.4 35 7 6.7 -6.4
JHMM John Hancock Multifactor Mid Cap ETF 0.4 42 0 6.2 -6.9
AVUV Avantis U.S. Small Cap Value ETF 0.4 25 17 9.8 -3.4
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.4 12 30 5.8 -7.3
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.4 15 27 8.0 -5.2
EFV iShares MSCI EAFE Value ETF 0.4 34 8 8.5 -4.6
RPV Invesco S&P 500 Pure Value ETF 0.4 35 7 10.1 -3.0
DXIV Dimensional International Vector Equity ETF 0.4 34 8 7.4 -5.8
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.4 35 7 3.7 -9.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.4 24 18 7.5 -5.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.4 9 33 6.2 -6.9
DFSI Dimensional International Sustainability Core 1 ETF 0.4 24 18 6.1 -7.1
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.4 39 3 15.3 +2.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.4 30 12 7.4 -5.7
IQSI IQ Candriam International Equity ETF 0.4 15 27 6.2 -7.0
DEUS Xtrackers Russell US Multifactor ETF 0.4 17 25 6.8 -6.3
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.3 42 0 9.6 -3.6
DES WisdomTree U.S. SmallCap Dividend Fund 0.3 38 4 9.3 -3.8
DHS WisdomTree U.S. High Dividend Fund 0.3 38 4 8.1 -5.1
SCZ iShares MSCI EAFE Small-Cap ETF 0.3 40 2 6.8 -6.4
IWN iShares Russell 2000 Value ETF 0.3 24 18 7.6 -5.6
DXJ WisdomTree Japan Hedged Equity Fund 0.3 48 -6 6.6 -6.6
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.3 46 -4 6.4 -6.7
STXK Strive Small-Cap ETF 0.3 18 24 6.0 -7.2
VTWV Vanguard Russell 2000 Value ETF 0.3 10 32 7.7 -5.5
IWR iShares Russell Midcap ETF 0.3 19 23 6.2 -6.9
BBEU JPMorgan BetaBuilders Europe ETF 0.3 9 33 6.9 -6.2
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.3 20 22 8.1 -5.0
JPSV JPMorgan Active Small Cap Value ETF 0.3 74 -32 8.5 -4.7
EZU iShares MSCI Eurozone ETF 0.3 52 -10 6.4 -6.8
AVLV Avantis U.S. Large Cap Value ETF 0.3 15 27 7.7 -5.4
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 -7.4
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.3 45 -3 6.6 -6.5
IMCB iShares Morningstar Mid-Cap ETF 0.3 4 38 6.2 -6.9
EUSA iShares MSCI USA Equal Weighted ETF 0.3 9 33 6.3 -6.9
DTH WisdomTree International High Dividend Fund 0.3 58 -16 7.8 -5.3
AVES Avantis Emerging Markets Value ETF 0.3 36 6 10.7 -2.5
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.3 29 13 7.5 -5.6
FAB First Trust Multi Cap Value AlphaDEX Fund 0.3 67 -25 9.9 -3.3
ILF iShares Latin America 40 ETF 0.3 48 -6 11.4 -1.7
SIZE iShares MSCI USA Size Factor ETF 0.3 15 27 6.1 -7.1
FLEE Franklin FTSE Europe ETF 0.3 9 33 6.9 -6.2
SIXL ETC 6 Meridian Low Beta Equity ETF 0.3 80 -38 6.2 -7.0
VYMI Vanguard International High Dividend Yield ETF 0.3 17 25 9.0 -4.2
DFAI Dimensional International Core Equity Market ETF 0.3 18 24 6.7 -6.4
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.3 58 -16 6.5 -6.6
IEUR iShares Core MSCI Europe ETF 0.3 11 31 7.0 -6.1
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 6.4 -6.8
AVMC Avantis U.S. Mid Cap Equity ETF 0.3 18 24 6.8 -6.3
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.3 17 25 5.8 -7.3
IEV iShares Europe ETF 0.3 67 -25 6.5 -6.7
VGK Vanguard FTSE Europe ETF 0.3 6 36 7.2 -6.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 3 6.3 -6.9
PTL Inspire 500 ETF 0.3 9 33 5.3 -7.9
SCHC Schwab International Small-Cap Equity ETF 0.3 11 31 7.3 -5.8
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 0.3 44 -2 10.4 -2.8
SCHY Schwab International Dividend Equity ETF 0.3 14 28 9.2 -3.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.3 39 3 9.8 -3.3
PXH Invesco FTSE RAFI Emerging Markets ETF 0.3 49 -7 14.7 +1.6
SPEU SPDR Portfolio Europe ETF 0.3 7 35 7.1 -6.1
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 -2.9
CVAR Cultivar ETF 0.3 87 -45 6.8 -6.3
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.3 24 18 7.2 -5.9
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.3 40 2 7.0 -6.1
HFXI IQ FTSE International Equity Currency Neutral ETF 0.3 20 22 6.5 -6.6
GSID Goldman Sachs MarketBeta International Equity ETF 0.3 20 22 6.5 -6.7
IQDG WisdomTree International Quality Dividend Growth Fund 0.2 42 0 6.5 -6.6
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 7.5 -5.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.2 15 27 7.3 -5.9
CALF Pacer US Small Cap Cash Cows 100 ETF 0.2 59 -17 10.4 -2.7
IJT iShares S&P Small-Cap 600 Growth ETF 0.2 18 24 5.5 -7.7
FEUZ First Trust Eurozone AlphaDEX ETF 0.2 80 -38 7.6 -5.5
XOEF iShares S&P 500 ex S&P 100 ETF 0.2 20 22 5.6 -7.5
XJH iShares ESG Screened S&P Mid-Cap ETF 0.2 12 30 7.2 -6.0
FDRR Fidelity Dividend ETF for Rising Rates 0.2 15 27 6.8 -6.4
FEX First Trust Large Cap Core AlphaDEX Fund 0.2 59 -17 5.8 -7.3
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 0.2 15 27 5.5 -7.6
EVUS iShares ESG Aware MSCI USA Value ETF 0.2 18 24 6.5 -6.7
JQUA JPMorgan U.S. Quality Factor ETF 0.2 12 30 5.9 -7.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.2 10 32 5.6 -7.6
TPIF Timothy Plan International ETF 0.2 62 -20 6.0 -7.2
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.2 8 34 7.1 -6.0
STXV Strive 1000 Value ETF 0.2 18 24 8.1 -5.1
IEFA iShares Core MSCI EAFE ETF 0.2 7 35 6.7 -6.5
JPXN iShares JPX-Nikkei 400 ETF 0.2 48 -6 6.2 -6.9
SHUS Syntax Stratified U.S. Total Market Hedged ETF 0.2 65 -23 6.4 -6.8
SSPY Syntax Stratified LargeCap ETF 0.2 30 12 6.7 -6.4
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.2 36 6 6.2 -6.9
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.2 32 10 8.4 -4.8
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.2 35 7 9.8 -3.4
XCEM Columbia EM Core ex-China ETF 0.2 16 26 7.6 -5.5
FLGB Franklin FTSE United Kingdom ETF 0.2 9 33 7.2 -6.0
RFDI First Trust Riverfront Dynamic Developed International ETF 0.2 83 -41 8.9 -4.3
JVAL JPMorgan U.S. Value Factor ETF 0.2 12 30 7.8 -5.3
EMGF iShares Emerging Markets Equity Factor ETF 0.2 25 17 10.7 -2.5
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.2 20 22 6.2 -6.9
PRF Invesco FTSE RAFI US 1000 ETF 0.2 39 3 6.6 -6.5
SCHA Schwab U.S. Small-Cap ETF 0.2 4 38 6.2 -7.0
MDY SPDR S&P Midcap 400 ETF Trust 0.2 24 18 7.1 -6.1
ECON Columbia Emerging Markets Consumer ETF 0.2 49 -7 11.6 -1.5
VFMO Vanguard U.S. Momentum Factor ETF 0.2 13 29 3.0 -10.1
GVUS Marketbeta Russell 1000 Value Equity ETF 0.2 12 30 6.5 -6.7
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.2 18 24 7.2 -5.9
DWM WisdomTree International Equity Fund 0.2 48 -6 7.0 -6.2
XCNY SPDR S&P Emerging Markets ex-China ETF 0.2 15 27 7.2 -6.0
IDEV iShares Core MSCI International Developed Markets ETF 0.2 4 38 6.6 -6.5
IJH iShares Core S&P Mid-Cap ETF 0.2 5 37 7.2 -5.9
IVLU iShares MSCI Intl Value Factor ETF 0.2 30 12 9.5 -3.6
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.2 3 39 7.2 -5.9
IVOO Vanguard S&P Mid-Cap 400 ETF 0.2 7 35 7.3 -5.9
VEA Vanguard FTSE Developed Markets ETF 0.2 3 39 6.8 -6.4
EFA iShares MSCI EAFE ETF 0.2 35 7 6.4 -6.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.2 7 35 5.8 -7.4
BBCA JPMorgan BetaBuilders Canada ETF 0.2 19 23 6.1 -7.0
DEHP Dimensional Emerging Markets High Profitability ETF 0.2 41 1 6.3 -6.8
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.2 41 1 8.1 -5.0
SPDW SPDR Portfolio Developed World ex-US ETF 0.2 3 39 6.6 -6.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.2 39 3 5.7 -7.4
PRXV Praxis Impact Large Cap Value ETF 0.2 36 6 6.6 -6.5
SCHF Schwab International Equity ETF 0.2 6 36 6.8 -6.4
DMXF iShares ESG Advanced MSCI EAFE ETF 0.2 12 30 5.2 -7.9
IWM iShares Russell 2000 ETF 0.2 19 23 4.1 -9.0
VSGX Vanguard ESG International Stock ETF 0.2 10 32 7.4 -5.7
RSSL Global X Russell 2000 ETF 0.2 8 34 4.1 -9.1
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 7.7 -5.4
DGRW WisdomTree US Quality Dividend Growth Fund 0.2 28 14 5.5 -7.6
VTWO Vanguard Russell 2000 ETF 0.2 7 35 4.2 -8.9
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 17 7.3 -5.9
ISCV iShares Morningstar Small Cap Value ETF 0.2 6 36 9.2 -4.0
BKF iShares MSCI BIC ETF 0.2 69 -27 12.9 -0.3
VXUS Vanguard Total International Stock ETF 0.2 5 37 7.6 -5.6
AVSC Avantis U.S Small Cap Equity ETF 0.2 25 17 5.2 -7.9
JHML John Hancock Multifactor Large Cap ETF 0.2 29 13 5.3 -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 6.8 -6.3
DEM WisdomTree Emerging Markets High Dividend Fund 0.2 63 -21 12.7 -0.4
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.2 20 22 6.8 -6.4
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.2 25 17 7.0 -6.2
EWU iShares MSCI United Kingdom ETF 0.2 50 -8 7.8 -5.4
VEU Vanguard FTSE All-World ex-US Index Fund 0.2 4 38 7.6 -5.5
IXUS iShares Core MSCI Total International Stock ETF 0.2 7 35 7.5 -5.7
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 0.2 12 30 8.1 -5.0
OPTZ Optimize Strategy Index ETF 0.2 50 -8 4.7 -8.5
JHEM John Hancock Multifactor Emerging Markets ETF 0.2 49 -7 9.3 -3.8
AVEM Avantis Emerging Markets Equity ETF 0.2 33 9 8.1 -5.0
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.2 10 32 4.9 -8.2
CFA VictoryShares US 500 Volatility Wtd ETF 0.2 35 7 6.0 -7.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.2 40 2 6.0 -7.2
RWL Invesco S&P 500 Revenue ETF 0.2 39 3 6.7 -6.4
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.2 35 7 16.1 +3.0
FNDX Schwab Fundamental US Large Co. Index ETF 0.2 25 17 7.1 -6.0
VTV Vanguard Value ETF 0.2 4 38 6.8 -6.4
CWI SPDR MSCI ACWI ex-US ETF 0.2 30 12 7.5 -5.7
DIVB iShares Core Dividend ETF 0.2 5 37 8.2 -4.9
IUSV iShares Core S&P US Value ETF 0.2 4 38 6.3 -6.8
EMXC iShares MSCI Emerging Markets ex China ETF 0.2 25 17 6.9 -6.2
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.2 38 4 8.5 -4.6
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.2 59 -17 8.5 -4.6
CIL VictoryShares International Volatility Wtd ETF 0.2 45 -3 6.3 -6.9
DOL WisdomTree International LargeCap Dividend Fund 0.2 48 -6 6.8 -6.3
FLJH Franklin FTSE Japan Hedged ETF 0.2 9 33 5.7 -7.5
DLN WisdomTree U.S. LargeCap Dividend Fund 0.2 28 14 5.9 -7.2
IEUS iShares MSCI Europe Small-Cap ETF 0.1 42 0 7.2 -5.9
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 34 8 7.3 -5.9
ISCB iShares Morningstar Small-Cap ETF 0.1 4 38 6.1 -7.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.1 80 -38 8.1 -5.0
FTA First Trust Large Cap Value AlphaDEX Fund 0.1 59 -17 8.8 -4.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.1 20 22 5.5 -7.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.1 29 13 6.4 -6.7
HLAL Wahed FTSE USA Shariah ETF 0.1 50 -8 4.5 -8.6
FLJP Franklin FTSE Japan ETF 0.1 9 33 5.8 -7.3
DFAE Dimensional Emerging Core Equity Market ETF 0.1 35 7 8.5 -4.6
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.1 15 27 7.4 -5.7
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.1 15 27 9.5 -3.6
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 6.8 -6.3
VOOV Vanguard S&P 500 Value ETF 0.1 7 35 6.2 -7.0
IVE iShares S&P 500 Value ETF 0.1 18 24 6.1 -7.1
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.1 4 38 6.2 -6.9
FEP First Trust Europe AlphaDEX Fund 0.1 80 -38 8.0 -5.1
IWD iShares Russell 1000 Value ETF 0.1 19 23 6.3 -6.8
VONV Vanguard Russell 1000 Value ETF 0.1 7 35 6.5 -6.7
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 38 6.7 -6.4
LQPE PEO AlphaQuest Thematic PE ETF 0.1 125 -83 6.7 -6.4
XJR iShares ESG Screened S&P Small-Cap ETF 0.1 12 30 7.5 -5.6
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.1 53 -11 7.2 -6.0
AVIV Avantis International Large Cap Value ETF 0.1 25 17 8.1 -5.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.1 10 32 5.2 -8.0
VFVA Vanguard U.S. Value Factor ETF 0.1 13 29 10.6 -2.5
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 17 6.8 -6.3
FLQL Franklin LibertyQ U.S. Equity ETF 0.1 15 27 5.3 -7.8
JAVA JPMorgan Active Value ETF 0.1 44 -2 6.3 -6.8
KOKU Xtrackers MSCI Kokusai Equity ETF 0.1 9 33 5.0 -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 6.3 -6.9
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.1 70 -28 7.4 -5.7
VBR Vanguard Small Cap Value ETF 0.1 7 35 9.1 -4.1
ILCV iShares Morningstar Value ETF 0.1 4 38 6.2 -6.9
SCHE Schwab Emerging Markets Equity ETF 0.1 11 31 10.4 -2.7
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 -7 6.8 -6.4
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.1 15 27 7.7 -5.5
IJR iShares Core S&P Small Cap ETF 0.1 6 36 7.6 -5.5
AVUS Avantis U.S. Equity ETF 0.1 15 27 5.7 -7.5
VWO Vanguard FTSE Emerging Markets ETF 0.1 7 35 10.1 -3.1
SPXT ProShares S&P 500 Ex-Technology ETF 0.1 9 33 5.5 -7.7
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.1 30 12 9.8 -3.4
DFEV Dimensional Emerging Markets Value ETF 0.1 43 -1 11.8 -1.3
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.1 12 30 7.3 -5.8
SUSL iShares ESG MSCI USA Leaders ETF 0.1 10 32 4.9 -8.2
IPAC iShares Core MSCI Pacific ETF 0.1 9 33 6.1 -7.1
SFY SoFi Select 500 ETF 0.1 0 42 4.4 -8.7
IUS Invesco RAFI Strategic US ETF 0.1 19 23 6.7 -6.5
ISCG iShares Morningstar Small-Cap Growth ETF 0.1 6 36 2.9 -10.2
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.1 19 23 5.5 -7.7
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 0 5.3 -7.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.1 9 33 3.9 -9.2
VFMF Vanguard U.S. Multifactor ETF 0.1 18 24 7.7 -5.4
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.1 3 39 7.6 -5.5
VIOO Vanguard S&P Small-Cap 600 ETF 0.1 7 35 7.5 -5.6
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 -4.2
EZM WisdomTree U.S. MidCap Fund 0.1 38 4 8.6 -4.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.1 19 23 6.2 -6.9
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 33 9.7 -3.5
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.1 60 -18 7.1 -6.0
EEM iShares MSCI Emerging Markets ETF 0.1 69 -27 9.4 -3.7
VT Vanguard Total World Stock ETF 0.1 6 36 5.7 -7.5
LDEM iShares ESG MSCI EM Leaders ETF 0.1 17 25 13.8 +0.6
VYM Vanguard High Dividend Yield Index ETF 0.1 6 36 6.9 -6.2
VXF Vanguard Extended Market ETF 0.1 5 37 4.7 -8.4
VPL Vanguard FTSE Pacific ETF 0.1 7 35 6.3 -6.8
EES WisdomTree U.S. SmallCap Fund 0.1 38 4 8.7 -4.5
PSC Principal U.S. Small-Cap ETF 0.1 38 4 6.8 -6.3
JMOM JPMorgan U.S. Momentum Factor ETF 0.1 12 30 4.6 -8.6
EMXF iShares ESG Advanced MSCI EM ETF 0.1 16 26 7.9 -5.2
ACVF American Conservative Values ETF 0.1 75 -33 4.3 -8.8
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 -23 7.8 -5.3
BKEM BNY Mellon Emerging Markets Equity ETF 0.1 11 31 9.2 -3.9
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.1 66 -24 8.8 -4.3
KLMN Invesco MSCI North America Climate ETF 0.1 9 33 4.9 -8.2
XMAG Defiance Large Cap ex-Mag 7 ETF 0.1 35 7 5.1 -8.0
TOK iShares MSCI Kokusai ETF 0.1 26 16 4.9 -8.2
RWK Invesco S&P MidCap 400 Revenue ETF 0.1 39 3 9.7 -3.5
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.1 30 12 6.8 -6.3
DFUV Dimensional US Marketwide Value ETF 0.1 22 20 7.4 -5.8
VB Vanguard Small-Cap ETF 0.1 5 37 6.1 -7.0
ACWI iShares MSCI ACWI ETF 0.1 32 10 5.3 -7.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.1 2 40 4.9 -8.2
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 33 4.7 -8.4
SPXV ProShares S&P 500 Ex-Health Care ETF 0.1 9 33 4.6 -8.5
VOTE TCW Transform 500 ETF 0.1 5 37 4.8 -8.3
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.1 15 27 4.8 -8.3
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.1 32 10 5.0 -8.2
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.1 35 7 7.6 -5.5
TPSC Timothy Plan US Small Cap Core ETF 0.1 52 -10 7.0 -6.1
USXF iShares ESG Advanced MSCI USA ETF 0.1 10 32 4.8 -8.4
QVML Invesco S&P 500 QVM Multi-factor ETF 0.1 11 31 5.0 -8.1
URTH iShares MSCI World ETF 0.1 24 18 4.9 -8.2
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 35 10.3 -2.8
SFYX SoFi Next 500 ETF 0.1 0 42 5.9 -7.2
DFLV Dimensional US Large Cap Value ETF 0.1 22 20 7.6 -5.6
DSPY Tema S&P 500 Historical Weight ETF 0.1 18 24 5.1 -8.0
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.1 33 9 8.0 -5.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.1 25 17 5.5 -7.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 31 4.8 -8.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.1 9 33 4.8 -8.3
VWID Virtus WMC International Dividend ETF 0.1 49 -7 7.8 -5.3
DFJ WisdomTree Japan SmallCap Dividend Fund 0.1 58 -16 7.1 -6.1
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 0.1 58 -16 7.0 -6.1
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.1 58 -16 9.4 -3.8
ESGU iShares ESG Aware MSCI USA ETF 0.1 15 27 4.7 -8.5
TOPC iShares S&P 500 3% Capped ETF 0.1 15 27 5.0 -8.1
SUSA iShares MSCI USA ESG Select ETF 0.1 25 17 4.6 -8.5
IQLT iShares MSCI Intl Quality Factor ETF 0.1 30 12 6.1 -7.0
DXUV Dimensional US Vector Equity ETF 0.1 28 14 6.1 -7.1
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.1 3 39 5.0 -8.1
PBUS Invesco MSCI USA ETF 0.1 4 38 4.8 -8.3
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.1 45 -3 9.5 -3.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.1 7 35 4.8 -8.4
CATH Global X S&P 500 Catholic Values Custom ETF 0.1 29 13 4.6 -8.5
XVV iShares ESG Screened S&P 500 ETF 0.1 8 34 4.8 -8.4
VTI Vanguard Total Stock Market ETF 0.1 3 39 4.8 -8.3
AVSE Avantis Responsible Emerging Markets Equity ETF 0.1 33 9 7.8 -5.3
DFAT Dimensional U.S. Targeted Value ETF 0.1 28 14 9.9 -3.3
QINT American Century Quality Diversified International ETF 0.1 39 3 6.7 -6.4
AVMV Avantis U.S. Mid Cap Value ETF 0.1 20 22 8.9 -4.3
INRO iShares U.S. Industry Rotation Active ETF 0.1 42 0 4.4 -8.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.1 3 39 4.8 -8.3
IWV iShares Russell 3000 ETF 0.1 20 22 4.7 -8.5
VTHR Vanguard Russell 3000 ETF 0.1 7 35 4.8 -8.3
SCHB Schwab U.S. Broad Market ETF 0.1 3 39 4.9 -8.2
RAUS RACWI US ETF 0.1 15 27 4.7 -8.5
KLMT Invesco MSCI Global Climate 500 ETF 0.1 10 32 5.6 -7.6
IWC iShares Micro-Cap ETF 0.1 60 -18 -1.6 -14.7
IWB iShares Russell 1000 ETF 0.1 15 27 4.8 -8.3
VONE Vanguard Russell 1000 ETF 0.1 7 35 4.9 -8.3
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.1 20 22 4.6 -8.5
SPY SPDR S&P 500 ETF 0.1 9 33 4.8 -8.3
VOO Vanguard S&P 500 ETF 0.1 3 39 4.9 -8.3
VV Vanguard Large-Cap ETF 0.1 4 38 4.7 -8.4
SPXM Azoria 500 Meritocracy ETF 0.1 47 -5 4.5 -8.7
IVV iShares Core S&P 500 ETF 0.1 3 39 4.9 -8.3
SPYM State Street SPDR Portfolio S&P 500 ETF 0.1 2 40 4.9 -8.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1 9 33 5.6 -7.6
DSI iShares MSCI KLD 400 Social ETF 0.1 25 17 4.8 -8.3
STRV Strive 500 ETF 0.1 5 37 4.7 -8.4
SMLF iShares U.S. SmallCap Equity Factor ETF 0.1 15 27 5.9 -7.2
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 0.1 5 37 8.0 -5.1
ILCB iShares Morningstar U.S. Equity ETF 0.1 3 39 4.8 -8.3
DON WisdomTree U.S. MidCap Dividend Fund 0.1 38 4 9.1 -4.0
SNPE Xtrackers S&P 500 ESG ETF 0.1 10 32 4.9 -8.2
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 4.8 -8.3
FSMD Fidelity Small-Mid Multifactor ETF 0.1 15 27 6.9 -6.3
VFQY Vanguard U.S. Quality Factor ETF 0.1 13 29 6.1 -7.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.1 75 -33 4.0 -9.1
SPXN ProShares S&P 500 Ex-Financials ETF 0.1 9 33 4.8 -8.3
ROAM Hartford Multifactor Emerging Markets ETF 0.1 44 -2 11.0 -2.1
SCHX Schwab U.S. Large-Cap ETF 0.1 3 39 4.9 -8.2
IYY iShares Dow Jones U.S. ETF 0.1 20 22 4.7 -8.4
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 12 5.8 -7.3
SCHK Schwab 1000 Index ETF 0.1 5 37 4.9 -8.2
TOV JLens 500 Jewish Advocacy U.S. ETF 0.1 18 24 4.6 -8.5
PKW Invesco Buyback Achievers ETF 0.1 62 -20 8.1 -5.1
DFAS Dimensional U.S. Small Cap ETF 0.1 26 16 6.6 -6.6
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 33 4.7 -8.4
SMMD iShares Russell 2500 ETF 0.1 15 27 6.8 -6.3
DFAC Dimensional U.S. Core Equity 2 ETF 0.1 17 25 5.5 -7.7
VBK Vanguard Small-Cap Growth ETF 0.1 7 35 1.8 -11.4
AIEQ AI Powered Equity ETF 0.1 75 -33 4.9 -8.3
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.1 45 -3 4.4 -8.8
GXC SPDR S & P China ETF 0.1 59 -17 15.7 +2.6
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.0 30 12 9.0 -4.2
DCOR Dimensional US Core Equity 1 ETF 0.0 14 28 5.4 -7.8
NACP Impact Shares NAACP Minority Empowerment ETF 0.0 49 -7 4.7 -8.4
DIHP Dimensional International High Profitability ETF 0.0 29 13 6.6 -6.5
DFAU Dimensional US Core Equity Market ETF 0.0 12 30 5.0 -8.2
GWX SPDR S&P International Small Cap ETF 0.0 40 2 6.6 -6.5
GLBL Pacer MSCI World Industry Advantage ETF 0.0 65 -23 4.1 -9.0
IWO iShares Russell 2000 Growth ETF 0.0 24 18 0.8 -12.3
VTWG Vanguard Russell 2000 Growth ETF 0.0 10 32 1.0 -12.2
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 6.9 -6.2
FLCH Franklin FTSE China ETF 0.0 19 23 15.4 +2.2
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.0 15 27 5.6 -7.5
VSLU Applied Finance Valuation Large Cap ETF 0.0 49 -7 5.6 -7.5
ISCF iShares International SmallCap Equity Factor ETF 0.0 23 19 7.9 -5.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.0 39 3 4.2 -8.9
DFUS Dimensional U.S. Equity ETF 0.0 9 33 4.7 -8.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.0 25 17 5.9 -7.3
NUSC Nuveen ESG Small-Cap ETF 0.0 31 11 5.2 -8.0
EPS WisdomTree U.S. LargeCap Fund 0.0 8 34 5.6 -7.5
RVRB Reverb ETF 0.0 30 12 4.5 -8.6
SFGV Sequoia Global Value ETF 0.0 23 19 8.2 -5.0
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.0 29 13 4.7 -8.5
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 10.2 -2.9
ONEQ Fidelity Nasdaq Composite Index ETF 0.0 21 21 3.7 -9.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.0 15 27 4.6 -8.5
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 5.8 -7.3
FLAX Franklin FTSE Asia Ex Japan ETF 0.0 19 23 8.4 -4.8
GMF SPDR S&P Emerging Asia Pacific ETF 0.0 49 -7 9.3 -3.8
GSPY Gotham Enhanced 500 ETF 0.0 50 -8 5.0 -8.1
GLOF iShares Global Equity Factor ETF 0.0 20 22 6.6 -6.5
STXG Strive 1000 Growth ETF 0.0 18 24 3.8 -9.3
DFSU Dimensional US Sustainability Core 1 ETF 0.0 18 24 5.3 -7.9
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.0 12 30 4.0 -9.2
DFVX Dimensional US Large Cap Vector ETF 0.0 22 20 6.3 -6.9
EBI Longview Advantage ETF 0.0 35 7 6.6 -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 -8.7

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 0.8 x
Less: Expense ratio 42 bp
Equals: ALTAR Score 13.1 %
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.