iShares Global Timber & Forestry ETF
ALTAR
Score™		 12.0% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 12.1x P/Sales
ratio		 0.7x
P/BV
ratio		 0.9x Div.
yield		 3.4%


  • 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) $250
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) $6,369
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
SUZANO PAPEL E CELULOSE SA 8.2 %
KLABIN SA - UNIT 6.2 %
INTERNATIONAL PAPER CO 6.1 %
SHANDONG SUNPAPER LTD A 6.1 %
MONDI PLC 5.3 %
RAYONIER INC 5.1 %
SYLVAMO CORPORATION 4.8 %
STORA ENSO OYJ-R SHS 4.7 %
POTLATCH CORP 4.5 %
WEYERHAEUSER CO 4.3 %
Total 55.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 28.3 %
BRAZIL 15.1 %
JAPAN 12.7 %
SWEDEN 9.5 %
FINLAND 8.2 %
BRITAIN 5.2 %
CANADA 4.2 %
CHILE 2.4 %
HONG KONG 2.3 %
SOUTH AFRICA 1.9 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru July 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-7.1% -13.1% 5.0% 5.1% 4.0%

Market Correlations
versus... Beta R-squared
S&P500 1.00 65%
MSCI EAFE 0.97 69%
MSCI Emg. Mkts. 0.83 54%

Technical Indicators
Recent close $75.82
30d moving avg. $74.02
Annualized volatility 18.9%
Short interest (ETF) 0.3%
Relative strength (RSI) 56

Liquidity measures
Avg. volume (thou.) 6
Turnover 0.2%
Bid/Ask (% of price) 0.35%
ADV underlying (mns) $492

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 544 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™: 12.0%


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 48.0 61 -19 10.3 -1.7
FTRI First Trust Indxx Global Natural Resources Income ETF 10.6 70 -28 7.6 -4.4
GNR SPDR S&P Global Natural Resources ETF 9.7 40 2 11.0 -1.0
SPRE SP Funds S&P Global REIT Sharia ETF 7.0 55 -13 6.0 -5.9
EFNL iShares MSCI Finland ETF 6.8 56 -14 7.1 -4.8
IVRA Invesco Real Assets ESG ETF 5.0 59 -17 6.3 -5.7
IVEG iShares Emergent Food and AgTech Multisector ETF 4.7 47 -5 9.2 -2.8
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 4.0 46 -4 9.9 -2.1
RSPM Invesco S&P 500 Equal Weight Materials ETF 4.0 40 2 7.6 -4.4
SDG iShares MSCI Global Sustainable Development Goals ETF 3.8 49 -7 5.8 -6.2
XLB Materials Select Sector SPDR Fund 3.6 8 34 6.3 -5.7
NANR SPDR S&P North American Natural Resources ETF 3.5 35 7 7.9 -4.1
GSFP Goldman Sachs Future Planet Equity ETF 3.1 75 -33 4.8 -7.2
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 3.1 40 2 7.8 -4.2
IYM iShares U.S. Basic Materials ETF 3.0 40 2 6.0 -6.0
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 3.0 60 -18 6.1 -5.9
EWZ iShares MSCI Brazil ETF 2.8 58 -16 13.2 +1.2
GLRY Inspire Faithward Mid Cap Momentum ETF 2.8 80 -38 6.1 -5.9
MXI iShares Global Materials ETF 2.6 41 1 7.6 -4.4
FJP First Trust Japan AlphaDEX Fund 2.6 80 -38 8.9 -3.1
ECH iShares MSCI Chile ETF 2.3 58 -16 8.5 -3.5
HAP VanEck Natural Resources ETF 2.3 50 -8 9.4 -2.6
FLN First Trust Latin America AlphaDEX Fund 2.3 80 -38 10.4 -1.6
ERTH Invesco MSCI Sustainable Future ETF 2.3 62 -20 3.7 -8.3
HOMZ Hoya Capital Housing ETF 2.2 30 12 9.3 -2.7
CCNR ALPS CoreCommodity Natural Resources ETF 2.2 39 3 11.0 -1.0
FMAT Fidelity MSCI Materials Index ETF 2.2 8 34 6.0 -5.9
SAGP Strategas Global Policy Opportunities ETF 2.2 65 -23 5.4 -6.6
SDOG ALPS Sector Dividend Dogs ETF 2.1 36 6 9.4 -2.6
FREL Fidelity MSCI Real Estate Index ETF 2.1 8 34 7.5 -4.4
IDOG ALPS International Sector Dividend Dogs ETF 2.0 50 -8 12.1 +0.1
PSCM Invesco S&P SmallCap Materials ETF 2.0 29 13 12.4 +0.4
PSR Invesco Active U.S. Real Estate Fund 2.0 35 7 8.0 -4.0
SCHH Schwab U.S. REIT ETF 2.0 7 35 8.1 -3.9
CGDV Capital Group Dividend Value ETF 2.0 33 9 4.5 -7.4
JPRE JPMorgan Realty Income ETF 2.0 50 -8 8.2 -3.8
IYR iShares U.S. Real Estate ETF 1.9 40 2 7.4 -4.6
VAW Vanguard Materials ETF 1.9 9 33 6.0 -6.0
FXZ First Trust Materials AlphaDEX Fund 1.9 61 -19 9.9 -2.0
FLBR Franklin FTSE Brazil ETF 1.9 19 23 14.5 +2.5
EDOG ALPS Emerging Sector Dividend Dogs ETF 1.9 60 -18 10.8 -1.2
POWA Invesco Bloomberg Pricing Power ETF 1.9 40 2 5.3 -6.7
TEMP JPMorgan Climate Change Solutions ETF 1.8 49 -7 5.8 -6.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.8 15 27 4.2 -7.8
VNQ Vanguard Real Estate ETF 1.8 13 29 7.4 -4.6
XLRE Real Estate Select Sector SPDR Fund 1.7 8 34 7.5 -4.4
QDIV Global X S&P 500 Quality Dividend ETF 1.7 20 22 8.6 -3.3
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.7 85 -43 3.9 -8.0
EWD iShares MSCI Sweden ETF 1.6 54 -12 5.4 -6.6
ULVM VictoryShares US Value Momentum ETF 1.6 20 22 7.3 -4.7
SMAP Amplify Small-Mid Cap Equity ETF 1.5 60 -18 5.5 -6.5
DISV Dimensional International Small Cap Value ETF 1.5 42 0 9.1 -2.9
FLLA Franklin FTSE Latin America ETF 1.5 19 23 12.9 +1.0
SURE AdvisorShares Insiders Advantage ETF 1.4 90 -48 9.5 -2.5
EELV Invesco S&P Emerging Markets Low Volatility ETF 1.4 29 13 9.2 -2.7
BLLD JPMorgan Sustainable Infrastructure ETF 1.4 49 -7 6.1 -5.9
MAGA Point Bridge America First ETF 1.3 72 -30 5.7 -6.3
XMLV Invesco S&P MidCap Low Volatility ETF 1.3 25 17 7.5 -4.5
WTV WisdomTree US Value Fund of Benef Interest 1.3 12 30 8.9 -3.1
FRDM Freedom 100 Emerging Markets ETF 1.3 49 -7 8.5 -3.5
KNO AXS Knowledge Leaders ETF 1.2 78 -36 6.0 -6.0
VRAI Virtus Real Asset Income ETF 1.2 55 -13 10.1 -1.9
NUMV Nuveen ESG Mid-Cap Value ETF 1.1 31 11 6.9 -5.1
SPYD SPDR Portfolio S&P 500 High Dividend ETF 1.1 7 35 9.8 -2.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.0 65 -23 3.5 -8.5
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.0 30 12 13.0 +1.0
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 1.0 80 -38 5.9 -6.1
IGE iShares North American Natural Resources ETF 1.0 41 1 7.5 -4.5
BLES Inspire Global Hope ETF 1.0 61 -19 6.8 -5.2
DVY iShares Select Dividend ETF 0.9 38 4 9.0 -3.0
BRF VanEck Brazil Small-Cap ETF 0.9 66 -24 11.3 -0.6
EQRR ProShares Equities for Rising Rates ETF 0.9 35 7 8.0 -4.0
INEQ Columbia International Equity Income ETF 0.9 45 -3 8.1 -3.9
SQLV Royce Quant Small-Cap Quality Value ETF 0.9 60 -18 9.2 -2.8
SIXS ETC 6 Meridian Small Cap Equity ETF 0.9 89 -47 9.6 -2.4
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.9 38 4 9.7 -2.3
ROSC Hartford Multifactor Small Cap ETF 0.9 34 8 9.2 -2.8
WWJD Inspire International ETF 0.9 80 -38 7.3 -4.7
SCJ iShares MSCI Japan Small-Cap ETF 0.9 50 -8 6.6 -5.4
VOE Vanguard Mid-Cap Value ETF 0.9 7 35 7.6 -4.4
SPVM Invesco S&P 500 Value with Momentum ETF 0.9 39 3 7.6 -4.4
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.9 24 18 8.1 -3.9
FNK First Trust Mid Cap Value AlphaDEX Fund 0.9 70 -28 10.8 -1.2
TPHD Timothy Plan High Dividend Stock ETF 0.8 52 -10 7.0 -5.0
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.8 54 -12 7.0 -5.0
ONEY SPDR Russell 1000 Yield Focus ETF 0.8 20 22 9.4 -2.6
FKU First Trust United Kingdom AlphaDEX Fund 0.8 80 -38 7.3 -4.7
GVAL Cambria Global Value ETF 0.8 68 -26 10.5 -1.5
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 0.8 38 4 7.7 -4.3
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 0.8 35 7 7.7 -4.3
DEEP Roundhill Acquirers Deep Value ETF 0.8 80 -38 17.0 +5.1
RNEM First Trust Emerging Markets Equity Select ETF 0.8 75 -33 7.7 -4.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.8 29 13 8.2 -3.8
IMCV iShares Morningstar Mid-Cap Value ETF 0.7 6 36 8.0 -4.0
EWZS iShares MSCI Brazil Small-Cap ETF 0.7 59 -17 10.1 -1.9
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 0.7 9 33 9.1 -2.9
STXM Strive Mid-Cap ETF 0.7 18 24 6.1 -5.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.7 18 24 7.7 -4.3
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.7 24 18 7.4 -4.6
FEM First Trust Emerging Markets AlphaDEX Fund 0.7 80 -38 11.2 -0.8
DSMC Distillate Small/Mid Cash Flow ETF 0.7 55 -13 11.7 -0.3
DFIS Dimensional International Small Cap ETF 0.7 39 3 7.3 -4.7
ESGD iShares ESG Aware MSCI EAFE ETF 0.7 20 22 6.7 -5.2
SCHM Schwab U.S. Mid-Cap ETF 0.7 4 38 6.6 -5.4
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.7 80 -38 7.7 -4.2
DIM WisdomTree International MidCap Dividend Fund 0.7 58 -16 7.5 -4.5
DFIV Dimensional International Value ETF 0.6 27 15 9.6 -2.4
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.6 35 7 7.1 -4.9
OCEN IQ Clean Oceans ETF 0.6 45 -3 6.0 -6.0
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 0.6 95 -53 11.8 -0.1
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.6 12 30 7.2 -4.7
FDEV Fidelity International Multifactor ETF 0.6 18 24 7.5 -4.5
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.6 80 -38 9.6 -2.4
HAPS Harbor Human Capital Factor US Small Cap ETF 0.6 60 -18 3.9 -8.1
SYLD Cambria Shareholder Yield ETF 0.6 59 -17 11.6 -0.4
AVSD Avantis Responsible International Equity ETF 0.6 23 19 5.7 -6.3
UIVM VictoryShares International Value Momentum ETF 0.6 35 7 8.9 -3.0
ECNS iShares MSCI China Small-Cap ETF 0.6 59 -17 8.0 -4.0
FEGE First Eagle Global Equity ETF 0.6 79 -37 7.0 -5.0
EQAL Invesco Russell 1000 Equal Weight ETF 0.6 20 22 6.8 -5.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.6 4 38 6.1 -5.9
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 0.6 80 -38 13.8 +1.8
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.5 36 6 10.4 -1.5
AVIE Avantis  Inflation Focused Equity ETF 0.5 25 17 7.3 -4.7
COPY Tweedy, Browne Insider + Value ETF 0.5 80 -38 11.8 -0.2
AVUV Avantis U.S. Small Cap Value ETF 0.5 25 17 9.7 -2.3
IWS iShares Russell Mid-Cap Value ETF 0.5 23 19 6.7 -5.3
DVYE iShares Emerging Markets Dividend ETF 0.5 49 -7 18.5 +6.5
NULC Nuveen ESG Large-Cap ETF 0.5 21 21 4.6 -7.4
FAB First Trust Multi Cap Value AlphaDEX Fund 0.5 67 -25 9.8 -2.2
XSHQ Invesco S&P SmallCap Quality ETF 0.5 29 13 7.1 -4.9
RAFE PIMCO RAFI ESG U.S. ETF 0.5 29 13 7.1 -4.9
AVDV Avantis International Small Cap Value ETF 0.5 36 6 9.5 -2.5
TTAC FCF US Quality ETF 0.5 59 -17 6.2 -5.7
BKSE BNY Mellon US Small Cap Core Equity ETF 0.5 4 38 5.9 -6.1
NUDV Nuveen ESG Dividend ETF 0.5 26 16 7.6 -4.4
IJJ iShares S&P Mid-Cap 400 Value ETF 0.5 18 24 8.6 -3.3
VO Vanguard Mid-Cap ETF 0.5 4 38 5.7 -6.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.5 20 22 6.4 -5.6
DEW WisdomTree Global High Dividend Fund 0.5 58 -16 8.4 -3.6
FNDA Schwab Fundamental US Small Co. Index ETF 0.5 25 17 8.2 -3.8
MDYV SPDR S&P 400 Mid Cap Value ETF 0.5 15 27 8.7 -3.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.5 10 32 8.8 -3.2
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.5 42 0 7.2 -4.8
JHMD John Hancock Multifactor Developed International ETF 0.5 39 3 7.6 -4.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.5 60 -18 5.3 -6.7
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.5 14 28 6.2 -5.8
JPIN J.P. Morgan Diversified Return International Equity ETF 0.5 37 5 8.3 -3.6
DFIC Dimensional International Core Equity 2 ETF 0.5 23 19 7.4 -4.6
FNDC Schwab Fundamental International Small Co. Index ETF 0.5 39 3 5.8 -6.2
IDLV Invesco S&P International Developed Low Volatility ETF 0.4 25 17 6.3 -5.7
FNDF Schwab Fundamental International Large Co. Index ETF 0.4 25 17 9.6 -2.4
AFSM First Trust Active Factor Small Cap ETF 0.4 75 -33 7.6 -4.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.4 12 30 5.2 -6.8
STXK Strive Small-Cap ETF 0.4 18 24 5.8 -6.2
EMMF WisdomTree Emerging Markets Multifactor Fund 0.4 48 -6 7.5 -4.5
AVDE Avantis International Equity ETF 0.4 23 19 7.4 -4.6
JHMM John Hancock Multifactor Mid Cap ETF 0.4 42 0 6.3 -5.6
DES WisdomTree U.S. SmallCap Dividend Fund 0.4 38 4 9.2 -2.8
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.4 39 3 11.6 -0.4
FNX First Trust Mid Cap Core AlphaDEX Fund 0.4 60 -18 7.3 -4.7
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.4 39 3 16.5 +4.5
EQIN Columbia US Equity Income ETF 0.4 35 7 6.9 -5.1
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.4 45 -3 8.8 -3.1
EFV iShares MSCI EAFE Value ETF 0.4 34 8 9.1 -2.9
RPV Invesco S&P 500 Pure Value ETF 0.4 35 7 10.4 -1.6
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.4 43 -1 6.1 -5.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.4 9 33 6.1 -5.9
ISMD Inspire Small/Mid Cap ETF 0.4 54 -12 5.5 -6.5
FYT First Trust Small Cap Value AlphaDEX Fund 0.4 73 -31 10.5 -1.5
ITAN Sparkline Intangible Value ETF 0.4 50 -8 6.6 -5.4
IWR iShares Russell Midcap ETF 0.4 19 23 5.7 -6.2
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.4 12 30 6.0 -6.0
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.4 20 22 7.6 -4.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.4 15 27 7.9 -4.1
DXIV Dimensional International Vector Equity ETF 0.4 34 8 7.8 -4.2
DEUS Xtrackers Russell US Multifactor ETF 0.4 17 25 7.0 -5.0
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.4 30 12 7.9 -4.1
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.4 24 18 7.7 -4.3
RSP Invesco S&P 500 Equal Weight ETF 0.4 20 22 6.5 -5.4
SCZ iShares MSCI EAFE Small-Cap ETF 0.4 40 2 6.9 -5.1
IMCB iShares Morningstar Mid-Cap ETF 0.4 4 38 6.0 -6.0
IQSI IQ Candriam International Equity ETF 0.4 15 27 6.6 -5.4
DHS WisdomTree U.S. High Dividend Fund 0.4 38 4 8.0 -4.0
DXJ WisdomTree Japan Hedged Equity Fund 0.4 48 -6 7.5 -4.5
IWN iShares Russell 2000 Value ETF 0.4 24 18 7.3 -4.7
ILF iShares Latin America 40 ETF 0.4 48 -6 12.9 +0.9
PRXV Praxis Impact Large Cap Value ETF 0.4 36 6 6.5 -5.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.4 35 7 4.0 -7.9
FTA First Trust Large Cap Value AlphaDEX Fund 0.4 59 -17 8.9 -3.1
DFSI Dimensional International Sustainability Core 1 ETF 0.4 24 18 6.3 -5.6
SIZE iShares MSCI USA Size Factor ETF 0.4 15 27 6.0 -5.9
BBEU JPMorgan BetaBuilders Europe ETF 0.4 9 33 7.2 -4.7
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.4 46 -4 6.7 -5.3
VTWV Vanguard Russell 2000 Value ETF 0.3 10 32 7.3 -4.7
EUSA iShares MSCI USA Equal Weighted ETF 0.3 9 33 6.1 -5.9
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.3 58 -16 6.9 -5.1
AVLV Avantis U.S. Large Cap Value ETF 0.3 15 27 7.7 -4.3
DTH WisdomTree International High Dividend Fund 0.3 58 -16 8.4 -3.5
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.3 58 -16 7.1 -4.9
SVAL iShares US Small Cap Value Factor ETF 0.3 20 22 10.2 -1.8
FLEE Franklin FTSE Europe ETF 0.3 9 33 7.3 -4.7
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.3 45 -3 6.9 -5.0
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.3 52 -10 5.5 -6.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.3 58 -16 5.4 -6.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.3 14 28 4.8 -7.1
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.3 17 25 5.7 -6.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 3 6.7 -5.3
SIXL ETC 6 Meridian Low Beta Equity ETF 0.3 80 -38 6.1 -5.9
XSMO Invesco S&P SmallCap Momentum ETF 0.3 39 3 5.5 -6.4
FYX First Trust Small Cap Core AlphaDEX Fund 0.3 61 -19 5.9 -6.1
VYMI Vanguard International High Dividend Yield ETF 0.3 17 25 9.5 -2.4
DFAI Dimensional International Core Equity Market ETF 0.3 18 24 7.1 -4.8
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.3 35 7 9.3 -2.7
EZU iShares MSCI Eurozone ETF 0.3 52 -10 6.8 -5.2
STXV Strive 1000 Value ETF 0.3 18 24 8.0 -4.0
SCHY Schwab International Dividend Equity ETF 0.3 14 28 9.7 -2.3
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.3 29 13 7.7 -4.2
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.3 42 0 9.7 -2.2
PTL Inspire 500 ETF 0.3 9 33 5.2 -6.8
IEUR iShares Core MSCI Europe ETF 0.3 11 31 7.4 -4.6
IEV iShares Europe ETF 0.3 67 -25 6.9 -5.1
SCHC Schwab International Small-Cap Equity ETF 0.3 11 31 6.6 -5.3
IQDG WisdomTree International Quality Dividend Growth Fund 0.3 42 0 7.3 -4.7
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.3 40 2 7.4 -4.5
RFDI First Trust Riverfront Dynamic Developed International ETF 0.3 83 -41 9.4 -2.6
VGK Vanguard FTSE Europe ETF 0.3 6 36 7.5 -4.5
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.3 50 -8 11.1 -0.9
EVUS iShares ESG Aware MSCI USA Value ETF 0.3 18 24 6.5 -5.5
SPEU SPDR Portfolio Europe ETF 0.3 7 35 7.4 -4.6
AVMC Avantis U.S. Mid Cap Equity ETF 0.3 18 24 6.8 -5.1
XC WisdomTree Emerging Markets Ex-China Fund 0.3 32 10 6.3 -5.7
HFXI IQ FTSE International Equity Currency Neutral ETF 0.3 20 22 7.1 -4.9
AVES Avantis Emerging Markets Value ETF 0.3 36 6 11.1 -0.9
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 0.3 44 -2 10.7 -1.3
CALF Pacer US Small Cap Cash Cows 100 ETF 0.3 59 -17 10.7 -1.3
PXH Invesco FTSE RAFI Emerging Markets ETF 0.3 49 -7 15.9 +4.0
FEX First Trust Large Cap Core AlphaDEX Fund 0.3 59 -17 5.8 -6.2
VSGX Vanguard ESG International Stock ETF 0.3 10 32 7.7 -4.3
FFLC Fidelity Fundamental Large Cap Core ETF 0.3 38 4 4.5 -7.5
DWM WisdomTree International Equity Fund 0.3 48 -6 7.4 -4.6
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.3 25 17 7.8 -4.2
JQUA JPMorgan U.S. Quality Factor ETF 0.3 12 30 5.8 -6.1
BKIE BNY Mellon International Equity ETF 0.3 4 38 7.0 -4.9
GSID Goldman Sachs MarketBeta International Equity ETF 0.3 20 22 6.9 -5.1
XJH iShares ESG Screened S&P Mid-Cap ETF 0.3 12 30 7.0 -5.0
IVLU iShares MSCI Intl Value Factor ETF 0.3 30 12 10.4 -1.6
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.3 24 18 8.2 -3.8
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.3 39 3 7.9 -4.0
FDRR Fidelity Dividend ETF for Rising Rates 0.3 15 27 7.0 -5.0
FLGB Franklin FTSE United Kingdom ETF 0.3 9 33 7.6 -4.4
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.2 8 34 6.1 -5.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.2 15 27 7.2 -4.8
EMGF iShares Emerging Markets Equity Factor ETF 0.2 25 17 11.9 -0.1
TPIF Timothy Plan International ETF 0.2 62 -20 6.2 -5.7
SHUS Syntax Stratified U.S. Total Market Hedged ETF 0.2 65 -23 6.4 -5.6
SSPY Syntax Stratified LargeCap ETF 0.2 30 12 6.7 -5.3
AVSC Avantis U.S Small Cap Equity ETF 0.2 25 17 5.5 -6.4
VFMO Vanguard U.S. Momentum Factor ETF 0.2 13 29 3.0 -9.0
IJH iShares Core S&P Mid-Cap ETF 0.2 5 37 7.3 -4.7
MDY SPDR S&P Midcap 400 ETF Trust 0.2 24 18 7.1 -4.9
CVY Invesco Zacks Multi-Asset Income ETF 0.2 106 -64 12.2 +0.2
JPXN iShares JPX-Nikkei 400 ETF 0.2 48 -6 6.7 -5.3
IEFA iShares Core MSCI EAFE ETF 0.2 7 35 7.0 -5.0
EWU iShares MSCI United Kingdom ETF 0.2 50 -8 8.1 -3.8
IVOO Vanguard S&P Mid-Cap 400 ETF 0.2 7 35 7.4 -4.6
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.2 3 39 7.3 -4.7
SCHA Schwab U.S. Small-Cap ETF 0.2 4 38 5.9 -6.1
FEUZ First Trust Eurozone AlphaDEX ETF 0.2 80 -38 9.1 -2.9
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.2 80 -38 10.6 -1.4
IDEV iShares Core MSCI International Developed Markets ETF 0.2 4 38 7.0 -5.0
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.2 18 24 7.9 -4.1
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.2 36 6 6.5 -5.4
JVAL JPMorgan U.S. Value Factor ETF 0.2 12 30 8.1 -3.9
BBCA JPMorgan BetaBuilders Canada ETF 0.2 19 23 6.3 -5.6
GVUS Marketbeta Russell 1000 Value Equity ETF 0.2 12 30 6.5 -5.5
PRF Invesco FTSE RAFI US 1000 ETF 0.2 39 3 6.8 -5.2
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 17 7.2 -4.8
DEHP Dimensional Emerging Markets High Profitability ETF 0.2 41 1 6.8 -5.2
XCNY SPDR S&P Emerging Markets ex-China ETF 0.2 15 27 7.8 -4.2
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.2 20 22 6.3 -5.6
BKF iShares MSCI BIC ETF 0.2 69 -27 13.8 +1.8
AVDS Avantis International Small Cap Equity ETF 0.2 30 12 7.3 -4.7
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.2 32 10 9.3 -2.7
XCEM Columbia EM Core ex-China ETF 0.2 16 26 8.4 -3.6
IJT iShares S&P Small-Cap 600 Growth ETF 0.2 18 24 5.4 -6.6
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.2 41 1 8.7 -3.3
VEA Vanguard FTSE Developed Markets ETF 0.2 3 39 7.2 -4.8
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.2 38 4 9.3 -2.7
ONEO SPDR Russell 1000 Momentum Focus ETF 0.2 20 22 6.9 -5.0
SPDW SPDR Portfolio Developed World ex-US ETF 0.2 3 39 7.0 -5.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.2 39 3 9.6 -2.4
SLYG SPDR S&P 600 Small Cap Growth ETF 0.2 15 27 5.5 -6.5
EFA iShares MSCI EAFE ETF 0.2 35 7 6.7 -5.3
ECON Columbia Emerging Markets Consumer ETF 0.2 49 -7 12.6 +0.7
DGRW WisdomTree US Quality Dividend Growth Fund 0.2 28 14 5.4 -6.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.2 7 35 6.0 -6.0
QINT American Century Quality Diversified International ETF 0.2 39 3 7.3 -4.6
SCHF Schwab International Equity ETF 0.2 6 36 7.3 -4.7
IWM iShares Russell 2000 ETF 0.2 19 23 4.3 -7.7
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.2 39 3 5.8 -6.2
DMXF iShares ESG Advanced MSCI EAFE ETF 0.2 12 30 5.5 -6.5
FNDX Schwab Fundamental US Large Co. Index ETF 0.2 25 17 7.2 -4.8
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.2 10 32 5.6 -6.4
VTV Vanguard Value ETF 0.2 4 38 6.9 -5.1
VTWO Vanguard Russell 2000 ETF 0.2 7 35 4.3 -7.6
VXUS Vanguard Total International Stock ETF 0.2 5 37 7.9 -4.1
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.2 49 -7 6.8 -5.1
IUSV iShares Core S&P US Value ETF 0.2 4 38 6.4 -5.6
RSSL Global X Russell 2000 ETF 0.2 8 34 4.4 -7.6
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.2 25 17 7.3 -4.7
JHML John Hancock Multifactor Large Cap ETF 0.2 29 13 5.3 -6.7
ISCV iShares Morningstar Small Cap Value ETF 0.2 6 36 9.2 -2.8
EWX SPDR S&P Emerging Markets Small Cap ETF 0.2 65 -23 7.8 -4.2
IXUS iShares Core MSCI Total International Stock ETF 0.2 7 35 7.9 -4.0
VEU Vanguard FTSE All-World ex-US Index Fund 0.2 4 38 8.1 -3.8
DIVB iShares Core Dividend ETF 0.2 5 37 8.0 -4.0
HLAL Wahed FTSE USA Shariah ETF 0.2 50 -8 4.7 -7.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.2 10 32 4.9 -7.1
FLJH Franklin FTSE Japan Hedged ETF 0.2 9 33 6.1 -5.8
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.2 41 1 7.5 -4.5
EMXC iShares MSCI Emerging Markets ex China ETF 0.2 25 17 7.8 -4.2
DLN WisdomTree U.S. LargeCap Dividend Fund 0.2 28 14 5.9 -6.1
FDMO Fidelity Momentum Factor ETF 0.2 15 27 3.6 -8.3
DEM WisdomTree Emerging Markets High Dividend Fund 0.2 63 -21 13.3 +1.3
IVE iShares S&P 500 Value ETF 0.2 18 24 6.1 -5.8
SPYV SPDR Portfolio S&P 500 Value ETF 0.2 4 38 6.3 -5.7
VOOV Vanguard S&P 500 Value ETF 0.2 7 35 6.3 -5.7
SCHV Schwab U.S. Large-Cap Value ETF 0.2 4 38 6.7 -5.3
ACWX iShares MSCI ACWI ex U.S. ETF 0.2 34 8 7.8 -4.2
AVEM Avantis Emerging Markets Equity ETF 0.2 33 9 8.8 -3.2
CFA VictoryShares US 500 Volatility Wtd ETF 0.2 35 7 5.9 -6.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.2 40 2 5.8 -6.2
DOL WisdomTree International LargeCap Dividend Fund 0.2 48 -6 7.2 -4.8
FLJP Franklin FTSE Japan ETF 0.2 9 33 6.3 -5.6
IWD iShares Russell 1000 Value ETF 0.2 19 23 6.4 -5.6
ILCV iShares Morningstar Value ETF 0.2 4 38 6.4 -5.5
CWI SPDR MSCI ACWI ex-US ETF 0.2 30 12 7.7 -4.3
VONV Vanguard Russell 1000 Value ETF 0.2 7 35 6.5 -5.5
ISCB iShares Morningstar Small-Cap ETF 0.2 4 38 6.2 -5.8
JHEM John Hancock Multifactor Emerging Markets ETF 0.2 49 -7 10.3 -1.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.2 20 22 5.5 -6.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.2 29 13 6.4 -5.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.2 20 22 5.0 -7.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.2 9 33 4.2 -7.8
SNPV Xtrackers S&P 500 Value ESG ETF 0.2 15 27 6.7 -5.3
EWC iShares MSCI Canada ETF 0.2 50 -8 6.1 -5.9
CIL VictoryShares International Volatility Wtd ETF 0.2 45 -3 6.6 -5.4
DFAE Dimensional Emerging Core Equity Market ETF 0.2 35 7 9.4 -2.6
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.2 70 -28 7.8 -4.2
VBR Vanguard Small Cap Value ETF 0.2 7 35 9.1 -2.9
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.2 35 7 18.6 +6.6
PSC Principal U.S. Small-Cap ETF 0.2 38 4 6.8 -5.2
VFVA Vanguard U.S. Value Factor ETF 0.2 13 29 10.8 -1.2
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.2 25 17 7.1 -4.9
SPXT ProShares S&P 500 Ex-Technology ETF 0.2 9 33 5.5 -6.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.2 10 32 5.1 -6.8
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.1 47 -5 8.9 -3.1
SCHE Schwab Emerging Markets Equity ETF 0.1 11 31 11.1 -0.9
VWO Vanguard FTSE Emerging Markets ETF 0.1 7 35 10.3 -1.7
RWL Invesco S&P 500 Revenue ETF 0.1 39 3 6.8 -5.2
SUSL iShares ESG MSCI USA Leaders ETF 0.1 10 32 4.9 -7.1
ESIX SPDR S&P SmallCap 600 ESG ETF 0.1 12 30 7.9 -4.1
VLU SPDR S&P 1500 Value Tilt ETF 0.1 12 30 7.4 -4.6
IEUS iShares MSCI Europe Small-Cap ETF 0.1 42 0 7.2 -4.7
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.1 53 -11 7.9 -4.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.1 9 33 5.2 -6.8
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.1 59 -17 9.0 -3.0
EZM WisdomTree U.S. MidCap Fund 0.1 38 4 9.0 -3.0
VFMF Vanguard U.S. Multifactor ETF 0.1 18 24 7.9 -4.1
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.1 19 23 5.3 -6.7
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 14 6.3 -5.7
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.1 15 27 8.1 -3.9
KOKU Xtrackers MSCI Kokusai Equity ETF 0.1 9 33 5.2 -6.8
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.1 15 27 10.4 -1.6
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 0 5.4 -6.6
FLQL Franklin LibertyQ U.S. Equity ETF 0.1 15 27 5.3 -6.7
JAVA JPMorgan Active Value ETF 0.1 44 -2 6.4 -5.6
BFOR ALPS Barron's 400 ETF 0.1 65 -23 5.9 -6.1
DFEV Dimensional Emerging Markets Value ETF 0.1 43 -1 13.4 +1.4
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 33 10.6 -1.3
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.1 30 12 10.6 -1.4
ISCG iShares Morningstar Small-Cap Growth ETF 0.1 6 36 2.9 -9.1
LQPE PEO AlphaQuest Thematic PE ETF 0.1 125 -83 5.3 -6.7
VYM Vanguard High Dividend Yield Index ETF 0.1 6 36 7.0 -5.0
SPMO Invesco S&P 500 Momentum ETF 0.1 13 29 3.6 -8.4
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.1 35 7 7.7 -4.3
TPSC Timothy Plan US Small Cap Core ETF 0.1 52 -10 6.7 -5.3
ACVF American Conservative Values ETF 0.1 75 -33 4.3 -7.7
EEM iShares MSCI Emerging Markets ETF 0.1 69 -27 10.5 -1.5
IPAC iShares Core MSCI Pacific ETF 0.1 9 33 6.3 -5.7
XMAG Defiance Large Cap ex-Mag 7 ETF 0.1 35 7 5.1 -6.9
VT Vanguard Total World Stock ETF 0.1 6 36 5.9 -6.1
LDEM iShares ESG MSCI EM Leaders ETF 0.1 17 25 14.1 +2.1
IUS Invesco RAFI Strategic US ETF 0.1 19 23 6.9 -5.1
AVUS Avantis U.S. Equity ETF 0.1 15 27 5.7 -6.3
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.1 20 22 6.5 -5.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.1 19 23 6.3 -5.7
DFUV Dimensional US Marketwide Value ETF 0.1 22 20 7.5 -4.5
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.1 15 27 7.7 -4.2
XJR iShares ESG Screened S&P Small-Cap ETF 0.1 12 30 7.3 -4.7
TOK iShares MSCI Kokusai ETF 0.1 26 16 5.0 -7.0
VB Vanguard Small-Cap ETF 0.1 5 37 6.1 -5.9
VPL Vanguard FTSE Pacific ETF 0.1 7 35 6.8 -5.1
VXF Vanguard Extended Market ETF 0.1 5 37 4.7 -7.3
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 33 4.8 -7.2
SPXV ProShares S&P 500 Ex-Health Care ETF 0.1 9 33 4.6 -7.4
BKEM BNY Mellon Emerging Markets Equity ETF 0.1 11 31 10.2 -1.8
STXE Strive Emerging Markets Ex-China ETF 0.1 32 10 7.9 -4.1
JMOM JPMorgan U.S. Momentum Factor ETF 0.1 12 30 4.5 -7.5
USXF iShares ESG Advanced MSCI USA ETF 0.1 10 32 4.5 -7.4
EES WisdomTree U.S. SmallCap Fund 0.1 38 4 8.6 -3.3
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.1 32 10 4.9 -7.0
ACWI iShares MSCI ACWI ETF 0.1 32 10 5.5 -6.4
IJR iShares Core S&P Small Cap ETF 0.1 6 36 7.6 -4.4
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.1 35 7 7.1 -4.8
URTH iShares MSCI World ETF 0.1 24 18 5.1 -6.9
DFLV Dimensional US Large Cap Value ETF 0.1 22 20 7.7 -4.3
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.1 30 12 7.0 -5.0
EMXF iShares ESG Advanced MSCI EM ETF 0.1 16 26 8.6 -3.4
KLMN Invesco MSCI North America Climate ETF 0.1 9 33 4.9 -7.0
DSPY Tema S&P 500 Historical Weight ETF 0.1 18 24 5.1 -6.8
RWK Invesco S&P MidCap 400 Revenue ETF 0.1 39 3 9.3 -2.7
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.1 3 39 7.6 -4.4
VIOO Vanguard S&P Small-Cap 600 ETF 0.1 7 35 7.6 -4.4
LRGF iShares U.S. Equity Factor ETF 0.1 8 34 5.4 -6.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.1 15 27 4.9 -7.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.1 25 17 5.6 -6.3
AVIV Avantis International Large Cap Value ETF 0.1 25 17 8.6 -3.4
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.1 66 -24 9.7 -2.3
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 6 10.0 -2.0
SFYX SoFi Next 500 ETF 0.1 0 42 5.7 -6.3
QVML Invesco S&P 500 QVM Multi-factor ETF 0.1 11 31 5.1 -6.9
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 35 10.7 -1.3
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.1 60 -18 7.4 -4.6
IWC iShares Micro-Cap ETF 0.1 60 -18 -0.8 -12.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.1 2 40 4.9 -7.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.1 7 35 4.8 -7.2
VOTE TCW Transform 500 ETF 0.1 5 37 4.8 -7.1
CATH Global X S&P 500 Catholic Values Custom ETF 0.1 29 13 4.6 -7.4
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.1 3 39 5.1 -6.9
ESGU iShares ESG Aware MSCI USA ETF 0.1 15 27 4.7 -7.3
SUSA iShares MSCI USA ESG Select ETF 0.1 25 17 4.7 -7.3
FSMD Fidelity Small-Mid Multifactor ETF 0.1 15 27 7.0 -5.0
VFQY Vanguard U.S. Quality Factor ETF 0.1 13 29 6.3 -5.7
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.1 9 33 4.9 -7.1
GWX SPDR S&P International Small Cap ETF 0.1 40 2 6.0 -6.0
XVV iShares ESG Screened S&P 500 ETF 0.1 8 34 4.8 -7.2
VTI Vanguard Total Stock Market ETF 0.1 3 39 4.9 -7.1
IWV iShares Russell 3000 ETF 0.1 20 22 4.7 -7.3
SCHB Schwab U.S. Broad Market ETF 0.1 3 39 5.0 -7.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.1 3 39 4.9 -7.1
IYY iShares Dow Jones U.S. ETF 0.1 20 22 4.8 -7.2
VTHR Vanguard Russell 3000 ETF 0.1 7 35 4.8 -7.1
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.1 20 22 4.7 -7.3
DSI iShares MSCI KLD 400 Social ETF 0.1 25 17 4.8 -7.2
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.1 33 9 8.8 -3.2
IVV iShares Core S&P 500 ETF 0.1 3 39 4.9 -7.0
SPLG SPDR Portfolio S&P 500 ETF 0.1 2 40 4.9 -7.0
SPY SPDR S&P 500 ETF Trust 0.1 9 33 4.9 -7.1
VOO Vanguard S&P 500 ETF 0.1 3 39 5.0 -7.0
VV Vanguard Large-Cap ETF 0.1 4 38 4.8 -7.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 31 4.9 -7.1
IWB iShares Russell 1000 ETF 0.1 15 27 4.8 -7.2
VONE Vanguard Russell 1000 ETF 0.1 7 35 4.9 -7.1
VWID Virtus WMC International Dividend ETF 0.1 49 -7 8.5 -3.5
DIHP Dimensional International High Profitability ETF 0.1 29 13 7.2 -4.8
PBUS Invesco MSCI USA ETF 0.1 4 38 4.8 -7.1
ILCB iShares Morningstar U.S. Equity ETF 0.1 3 39 4.8 -7.2
SCHX Schwab U.S. Large-Cap ETF 0.1 3 39 4.9 -7.0
KLMT Invesco MSCI Global Climate 500 ETF 0.1 10 32 5.7 -6.3
IQLT iShares MSCI Intl Quality Factor ETF 0.1 30 12 6.3 -5.7
SCHK Schwab 1000 Index ETF 0.1 5 37 5.0 -7.0
TOV JLens 500 Jewish Advocacy U.S. ETF 0.1 18 24 4.6 -7.4
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 12 5.9 -6.0
DFAT Dimensional U.S. Targeted Value ETF 0.1 28 14 9.2 -2.8
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.1 45 -3 10.5 -1.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.1 75 -33 4.0 -8.0
SPXN ProShares S&P 500 Ex-Financials ETF 0.1 9 33 4.9 -7.1
AVMV Avantis U.S. Mid Cap Value ETF 0.1 20 22 8.6 -3.4
DFJ WisdomTree Japan SmallCap Dividend Fund 0.1 58 -16 7.4 -4.6
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 0.1 58 -16 7.5 -4.5
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.1 58 -16 9.8 -2.2
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 33 4.7 -7.3
SMLF iShares U.S. SmallCap Equity Factor ETF 0.1 15 27 5.9 -6.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.1 60 -18 3.9 -8.1
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 0.1 5 37 7.9 -4.1
GVLU Gotham 1000 Value ETF 0.1 50 -8 8.9 -3.1
OPTZ Optimize Strategy Index ETF 0.1 50 -8 4.6 -7.4
DXUV Dimensional US Vector Equity ETF 0.1 28 14 6.2 -5.8
SMMD iShares Russell 2500 ETF 0.1 15 27 6.1 -5.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1 9 33 5.7 -6.3
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.1 45 -3 4.4 -7.6
DON WisdomTree U.S. MidCap Dividend Fund 0.1 38 4 8.7 -3.2
SNPE Xtrackers S&P 500 ESG ETF 0.1 10 32 5.1 -6.9
DCOR Dimensional US Core Equity 1 ETF 0.1 14 28 5.3 -6.6
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 -23 4.1 -7.8
ROAM Hartford Multifactor Emerging Markets ETF 0.1 44 -2 12.2 +0.3
VBK Vanguard Small-Cap Growth ETF 0.1 7 35 1.9 -10.0
DFAC Dimensional U.S. Core Equity 2 ETF 0.1 17 25 5.5 -6.5
SFY SoFi Select 500 ETF 0.1 0 42 4.4 -7.6
DFAS Dimensional U.S. Small Cap ETF 0.1 26 16 6.3 -5.6
PKW Invesco Buyback Achievers ETF 0.1 62 -20 7.1 -4.9
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.1 30 12 9.2 -2.7
DFAU Dimensional US Core Equity Market ETF 0.1 12 30 5.0 -7.0
NACP Impact Shares NAACP Minority Empowerment ETF 0.1 49 -7 4.8 -7.2
QUS SPDR MSCI USA StrategicFactors ETF 0.1 15 27 5.7 -6.3
BKLC BNY Mellon US Large Cap Core Equity ETF 0.1 0 42 4.9 -7.1
AVSE Avantis Responsible Emerging Markets Equity ETF 0.1 33 9 8.6 -3.4
VSLU Applied Finance Valuation Large Cap ETF 0.1 49 -7 5.6 -6.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.0 39 3 5.3 -6.7
GXC SPDR S&P China ETF 0.0 59 -17 15.4 +3.5
IWO iShares Russell 2000 Growth ETF 0.0 24 18 1.3 -10.7
DFUS Dimensional U.S. Equity ETF 0.0 9 33 4.8 -7.2
VTWG Vanguard Russell 2000 Growth ETF 0.0 10 32 1.4 -10.5
ROUS Hartford Multifactor US Equity ETF 0.0 19 23 7.0 -4.9
CCMG CCM Global Equity ETF 0.0 34 8 8.4 -3.6
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.0 12 30 4.5 -7.5
ISCF iShares International SmallCap Equity Factor ETF 0.0 23 19 8.2 -3.8
STRV Strive 500 ETF 0.0 5 37 4.8 -7.2
RVRB Reverb ETF 0.0 30 12 4.5 -7.4
AVSU Avantis Responsible U.S. Equity ETF 0.0 15 27 6.0 -6.0
NUSC Nuveen ESG Small-Cap ETF 0.0 31 11 5.3 -6.6
DFSV Dimensional US Small Cap Value ETF 0.0 31 11 9.9 -2.1
FLCH Franklin FTSE China ETF 0.0 19 23 16.0 +4.0
EPS WisdomTree U.S. LargeCap Fund 0.0 8 34 5.7 -6.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.0 29 13 4.4 -7.5
IMFL Invesco International Developed Dynamic Multifactor ETF 0.0 34 8 6.1 -5.9
GSPY Gotham Enhanced 500 ETF 0.0 50 -8 5.2 -6.7
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.0 15 27 4.6 -7.4
FMDE Fidelity Enhanced Mid Cap ETF 0.0 23 19 5.7 -6.3
ONEQ Fidelity Nasdaq Composite Index ETF 0.0 21 21 3.7 -8.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.0 25 17 5.9 -6.1
GMF SPDR S&P Emerging Asia Pacific ETF 0.0 49 -7 9.6 -2.4
EBI Longview Advantage ETF 0.0 35 7 6.5 -5.5
APUE ActivePassive U.S. Equity ETF 0.0 45 -3 4.6 -7.4
GLOF iShares Global Equity Factor ETF 0.0 20 22 6.5 -5.5
IGRO iShares International Dividend Growth ETF 0.0 15 27 7.3 -4.7
DFVX Dimensional US Large Cap Vector ETF 0.0 22 20 6.2 -5.8
INRO iShares U.S. Industry Rotation Active ETF 0.0 42 0 4.2 -7.7
FLAX Franklin FTSE Asia Ex Japan ETF 0.0 19 23 9.4 -2.5
DFSU Dimensional US Sustainability Core 1 ETF 0.0 18 24 5.3 -6.7
HDUS Hartford Disciplined US Equity ETF 0.0 19 23 5.7 -6.3
AVUQ Avantis U.S. Quality ETF 0.0 15 27 4.4 -7.6

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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Dividends per share info ** ** ** ** ** ** **
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Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

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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 ** ** **
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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 10.1 %
Divided by: Fwd. P/BV 0.8 x
Less: Expense ratio 42 bp
Equals: ALTAR Score 12.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.61 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.