iShares Global Timber & Forestry ETF
ALTAR
Score™		 9.8% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 17.1x P/Sales
ratio		 0.6x
P/BV
ratio		 0.8x 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) $282
Currency USD
Expense ratio 42 bp
Distributions Semi-annual

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 24
Wgt avg mkt cap (mns) $6,548
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 8.6 %
NINE DRAGONS PAPER HOLDINGS 6.5 %
SYLVAMO CORPORATION 5.4 %
INTERNATIONAL PAPER CO 5.4 %
SUZANO PAPEL E CELULOSE SA 5.2 %
SVENSKA CELLULOSA AB-B SHS 5.1 %
OJI PAPER CO LTD 5.1 %
KLABIN SA - UNIT 5.0 %
UPM-KYMMENE OYJ 5.0 %
STORA ENSO OYJ-R SHS 4.9 %
Total 56.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 24.5 %
BRAZIL 11.8 %
JAPAN 11.6 %
SWEDEN 10.5 %
FINLAND 9.9 %
HONG KONG 6.9 %
BRITAIN 4.6 %
CANADA 4.5 %
THAILAND 2.7 %
CHILE 2.3 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
8.8% 3.8% 0.7% 8.4% 4.7%

Market Correlations
versus... Beta R-squared
S&P500 0.68 41%
MSCI EAFE 0.92 55%
MSCI Emg. Mkts. 0.72 41%

Technical Indicators
Recent close $78.38
30d moving avg. $78.07
Annualized volatility 17.1%
Short interest (ETF) 0.8%
Relative strength (RSI) 57

Liquidity measures
Avg. volume (thou.) 38
Turnover 1.1%
Bid/Ask (% of price) 0.36%
ADV underlying (mns) $492

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 519 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™: 9.8%


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
(%)
FTRI First Trust Indxx Global Natural Resources Income ETF 10.0 70 -28 5.7 -4.1
GNR SPDR S&P Global Natural Resources ETF 9.9 40 2 7.9 -1.9
SPRE SP Funds S&P Global REIT Sharia ETF 8.1 55 -13 5.2 -4.6
EFNL iShares MSCI Finland ETF 7.3 56 -14 5.9 -3.9
IVRA Invesco Real Assets ESG ETF 4.4 59 -17 6.1 -3.7
RSPM Invesco S&P 500 Equal Weight Materials ETF 3.9 40 2 5.3 -4.6
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 3.9 46 -4 7.2 -2.6
CCNR ALPS CoreCommodity Natural Resources ETF 3.5 39 3 7.9 -2.0
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 3.2 40 2 7.5 -2.3
XLB The Materials Select Sector SPDR Fund 3.1 8 34 5.1 -4.7
PSR Invesco Active U.S. Real Estate Fund 3.1 35 7 7.0 -2.8
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 3.1 60 -18 3.7 -6.1
NANR SPDR S&P North American Natural Resources ETF 3.0 35 7 5.9 -3.9
SDG iShares MSCI Global Sustainable Development Goals ETF 2.9 49 -7 4.6 -5.3
IYM iShares U.S. Basic Materials ETF 2.8 40 2 4.2 -5.6
FLN First Trust Latin America AlphaDEX Fund 2.7 80 -38 9.1 -0.7
HOMZ Hoya Capital Housing ETF 2.4 30 12 9.4 -0.4
ECH iShares MSCI Chile ETF 2.3 58 -16 6.7 -3.1
PSCM Invesco S&P SmallCap Materials ETF 2.3 29 13 9.6 -0.2
EWZ iShares MSCI Brazil ETF 2.3 58 -16 9.5 -0.3
SDOG ALPS Sector Dividend Dogs ETF 2.3 36 6 8.2 -1.6
IDOG ALPS International Sector Dividend Dogs ETF 2.1 50 -8 9.1 -0.7
JPRE JPMorgan Realty Income ETF 2.0 50 -8 6.8 -3.0
MXI iShares Global Materials ETF 2.0 41 1 5.4 -4.4
POWA Invesco Bloomberg Pricing Power ETF 2.0 40 2 5.2 -4.6
FXZ First Trust Materials AlphaDEX Fund 2.0 61 -19 6.8 -3.1
XLRE Real Estate Select Sector SPDR Fund 2.0 8 34 7.0 -2.8
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.9 40 2 5.1 -4.7
ERTH Invesco MSCI Sustainable Future ETF 1.9 62 -20 3.0 -6.8
SCHH Schwab U.S. REIT ETF 1.9 7 35 7.2 -2.6
HAP VanEck Natural Resources ETF 1.8 50 -8 6.3 -3.5
EDOG ALPS Emerging Sector Dividend Dogs ETF 1.8 60 -18 9.3 -0.5
FKU First Trust United Kingdom AlphaDEX Fund 1.8 80 -38 6.7 -3.1
VAW Vanguard Materials ETF 1.6 9 33 4.6 -5.2
FJP First Trust Japan AlphaDEX Fund 1.6 80 -38 6.7 -3.1
CGDV Capital Group Dividend Value ETF 1.6 33 9 3.9 -5.9
FMAT Fidelity MSCI Materials Index ETF 1.5 8 34 4.6 -5.2
FLBR Franklin FTSE Brazil ETF 1.5 19 23 10.7 +0.9
VNQ Vanguard Real Estate ETF 1.4 13 29 6.6 -3.2
MAGA Point Bridge America First ETF 1.4 72 -30 5.0 -4.8
FREL Fidelity MSCI Real Estate Index ETF 1.4 8 34 6.9 -3.0
DISV Dimensional International Small Cap Value ETF 1.4 42 0 7.7 -2.1
IYR iShares U.S. Real Estate ETF 1.4 40 2 6.8 -3.0
CSTK Invesco Comstock Contrarian Equity ETF 1.4 35 7 5.9 -3.9
EELV Invesco S&P Emerging Markets Low Volatility ETF 1.4 29 13 8.3 -1.6
CGDG Capital Group Dividend Growers ETF 1.3 47 -5 5.0 -4.9
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 1.3 7 35 9.8 +0.0
XMLV Invesco S&P MidCap Low Volatility ETF 1.3 25 17 6.5 -3.3
EWD iShares MSCI Sweden ETF 1.3 54 -12 4.6 -5.2
EWUS iShares MSCI United Kingdom Small Cap ETF 1.3 59 -17 6.8 -3.0
FEGE First Eagle Global Equity ETF 1.3 79 -37 5.6 -4.2
SIXS ETC 6 Meridian Small Cap Equity ETF 1.2 89 -47 7.9 -1.9
ABLD Abacus FCF Real Assets Leaders ETF 1.2 69 -27 5.8 -4.1
TCV Towle Value ETF 1.2 85 -43 10.1 +0.3
FID First Trust S&P International Dividend Aristocrats ETF 1.2 60 -18 7.5 -2.3
FLLA Franklin FTSE Latin America ETF 1.1 19 23 9.7 -0.1
VRAI Virtus Real Asset Income ETF 1.1 55 -13 8.6 -1.2
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 1.1 60 -18 4.7 -5.1
ECNS iShares MSCI China Small-Cap ETF 1.1 59 -17 7.6 -2.3
FYT First Trust Small Cap Value AlphaDEX Fund 1.1 73 -31 10.2 +0.4
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.1 30 12 13.6 +3.8
SURE AdvisorShares Insiders Advantage ETF 1.0 90 -48 8.0 -1.8
BRF VanEck Brazil Small-Cap ETF 1.0 66 -24 9.4 -0.4
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 1.0 38 4 9.0 -0.8
WTV WisdomTree US Value Fund of Benef Interest 1.0 12 30 7.7 -2.1
DEEP Roundhill Acquirers Deep Value ETF 1.0 80 -38 16.2 +6.4
FSCS First Trust SMID Capital Strength ETF 1.0 60 -18 6.5 -3.3
RNMC First Trust Mid Cap US Equity Select ETF 1.0 60 -18 6.1 -3.7
WWJD Inspire International ETF 0.9 80 -38 6.0 -3.8
SYLD Cambria Shareholder Yield ETF 0.9 59 -17 10.5 +0.7
FPRO Fidelity Real Estate Investment ETF 0.9 59 -17 5.9 -3.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.9 65 -23 4.8 -5.0
WDIV SPDR S&P Global Dividend ETF 0.9 40 2 8.8 -1.0
DVY iShares Select Dividend ETF 0.9 38 4 7.9 -1.9
FDEV Fidelity International Multifactor ETF 0.8 18 24 6.8 -3.0
NUMV Nuveen ESG Mid-Cap Value ETF 0.8 31 11 5.5 -4.3
OCEN IQ Clean Oceans ETF 0.8 45 -3 4.5 -5.3
KNO AXS Knowledge Leaders ETF 0.8 78 -36 4.2 -5.6
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 0.8 80 -38 11.1 +1.3
SPVM Invesco S&P 500 Value with Momentum ETF 0.8 39 3 6.3 -3.5
SCJ iShares MSCI Japan Small-Cap ETF 0.8 50 -8 5.3 -4.5
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.8 35 7 8.8 -1.0
RNEM First Trust Emerging Markets Equity Select ETF 0.8 75 -33 7.4 -2.4
EWZS iShares MSCI Brazil Small-Cap ETF 0.8 59 -17 9.8 +0.0
ROSC Hartford Multifactor Small Cap ETF 0.8 34 8 7.4 -2.4
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.8 80 -38 8.4 -1.5
IGE iShares North American Natural Resources ETF 0.7 41 1 5.3 -4.5
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.7 20 22 8.6 -1.3
DGLO First Trust RBA Deglobalization ETF 0.7 70 -28 5.3 -4.5
ICPY Tweedy, Browne International Insider Value ETF 0.7 80 -38 21.2 +11.4
AFSM First Trust Active Factor Small Cap ETF 0.7 75 -33 6.1 -3.7
FEM First Trust Emerging Markets AlphaDEX Fund 0.7 80 -38 8.8 -1.0
VWID Virtus WMC International Dividend ETF 0.7 49 -7 7.0 -2.8
BLES Inspire Global Hope ETF 0.7 61 -19 5.7 -4.1
DFE WisdomTree Europe SmallCap Dividend Fund 0.7 58 -16 7.1 -2.7
GVAL Cambria Global Value ETF 0.7 68 -26 8.7 -1.1
XC WisdomTree Emerging Markets Ex-China Fund 0.7 32 10 5.8 -4.0
AVIV Avantis International Large Cap Value ETF 0.7 25 17 6.6 -3.2
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.7 35 7 6.3 -3.5
DFIS Dimensional International Small Cap ETF 0.7 39 3 5.8 -4.0
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 0.6 95 -53 10.1 +0.3
DES WisdomTree U.S. SmallCap Dividend Fund 0.6 38 4 8.3 -1.5
FYX First Trust Small Cap Core AlphaDEX Fund 0.6 61 -19 5.7 -4.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.6 54 -12 5.7 -4.1
GEW Cambria Global EW ETF 0.6 29 13 5.3 -4.5
VOE Vanguard Mid-Cap Value ETF 0.6 7 35 6.7 -3.2
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.6 80 -38 6.3 -3.5
CGUS Capital Group Core Equity ETF 0.6 33 9 3.7 -6.2
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.6 36 6 8.8 -1.0
DSMC Distillate Small/Mid Cash Flow ETF 0.6 55 -13 11.2 +1.4
DFIV Dimensional International Value ETF 0.6 27 15 7.5 -2.3
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.6 60 -18 4.7 -5.1
XSHQ Invesco S&P SmallCap Quality ETF 0.5 29 13 6.8 -3.0
EQAL Invesco Russell 1000 Equal Weight ETF 0.5 20 22 6.0 -3.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.5 20 22 5.6 -4.2
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.5 12 30 3.6 -6.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.5 24 18 7.1 -2.7
IWS iShares Russell Mid-Cap Value ETF 0.5 23 19 6.1 -3.7
COPY Tweedy, Browne Insider + Value ETF 0.5 80 -38 14.9 +5.1
TTAC FCF US Quality ETF 0.5 59 -17 5.2 -4.6
SCZ iShares MSCI EAFE Small-Cap ETF 0.5 40 2 5.9 -3.9
FNDA Schwab Fundamental US Small Co. Index ETF 0.5 25 17 6.2 -3.6
IEUS iShares MSCI Europe Small-Cap ETF 0.5 42 0 6.4 -3.4
DVYE iShares Emerging Markets Dividend ETF 0.5 49 -7 16.8 +7.0
ESGD iShares ESG Aware MSCI EAFE ETF 0.5 20 22 5.5 -4.3
FNDC Schwab Fundamental International Small Co. Index ETF 0.5 39 3 6.4 -3.4
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.5 59 -17 8.5 -1.4
SIZE iShares MSCI USA Size Factor ETF 0.5 15 27 5.4 -4.4
IDLV Invesco S&P International Developed Low Volatility ETF 0.5 25 17 5.9 -3.9
DFIC Dimensional International Core Equity 2 ETF 0.5 23 19 5.9 -3.9
THD iShares MSCI Thailand ETF 0.4 58 -16 0.0 -9.8
EUSA iShares MSCI USA Equal Weighted ETF 0.4 9 33 5.5 -4.3
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.4 47 -5 8.1 -1.7
GQRE FlexShares Global Quality Real Estate Index Fund 0.4 45 -3 7.0 -2.8
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.4 45 -3 6.6 -3.2
SQLV Royce Quant Small-Cap Quality Value ETF 0.4 60 -18 8.3 -1.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.4 9 33 5.2 -4.6
EMMF WisdomTree Emerging Markets Multifactor Fund 0.4 48 -6 8.5 -1.3
IJJ iShares S&P Mid-Cap 400 Value ETF 0.4 18 24 7.8 -2.0
FRDM Freedom 100 Emerging Markets ETF 0.4 49 -7 5.5 -4.3
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.4 43 -1 4.9 -4.9
AVDE Avantis International Equity ETF 0.4 23 19 5.9 -3.9
IWR iShares Russell Midcap ETF 0.4 19 23 5.4 -4.4
RSP Invesco S&P 500 Equal Weight ETF 0.4 20 22 5.8 -4.0
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.4 24 18 6.5 -3.4
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.4 15 27 7.8 -2.0
IMCV iShares Morningstar Mid-Cap Value ETF 0.4 6 36 6.9 -2.9
FNDF Schwab Fundamental International Large Co. Index ETF 0.4 25 17 7.3 -2.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.4 29 13 6.6 -3.2
AVMV Avantis U.S. Mid Cap Value ETF 0.4 20 22 7.2 -2.6
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.4 39 3 13.4 +3.6
RPV Invesco S&P 500 Pure Value ETF 0.4 35 7 8.7 -1.1
AVIE Avantis  Inflation Focused Equity ETF 0.4 25 17 5.9 -3.9
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 0.4 9 33 7.2 -2.6
DXJ WisdomTree Japan Hedged Equity Fund 0.4 48 -6 5.2 -4.6
VO Vanguard Mid-Cap ETF 0.4 4 38 5.2 -4.6
DFSI Dimensional International Sustainability Core 1 ETF 0.4 24 18 5.3 -4.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.4 35 7 3.2 -6.6
DXIV Dimensional International Vector Equity ETF 0.4 34 8 6.3 -3.6
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.4 30 12 6.2 -3.6
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.4 20 22 7.0 -2.8
SIXL ETC 6 Meridian Low Beta Equity ETF 0.4 80 -38 5.6 -4.2
HAPS Harbor Human Capital Factor US Small Cap ETF 0.4 60 -18 3.6 -6.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.3 12 30 4.5 -5.3
AVDS Avantis International Small Cap Equity ETF 0.3 30 12 5.7 -4.1
AVDV Avantis International Small Cap Value ETF 0.3 36 6 7.3 -2.5
AVSD Avantis Responsible International Equity ETF 0.3 23 19 5.7 -4.1
EES WisdomTree U.S. SmallCap Fund 0.3 38 4 8.2 -1.6
STXK Strive Small-Cap ETF 0.3 18 24 5.2 -4.6
VBR Vanguard Small Cap Value ETF 0.3 7 35 7.8 -2.0
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.3 12 30 5.0 -4.8
GVLU Gotham 1000 Value ETF 0.3 50 -8 7.9 -1.9
PPIE Putnam PanAgora ESG International Equity ETF 0.3 49 -7 6.1 -3.7
NUDV Nuveen ESG Dividend ETF 0.3 26 16 5.9 -3.9
IMCB iShares Morningstar Mid-Cap ETF 0.3 4 38 5.3 -4.5
RAFE PIMCO RAFI ESG U.S. ETF 0.3 29 13 6.4 -3.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.3 18 24 6.7 -3.1
JHMD John Hancock Multifactor Developed International ETF 0.3 39 3 5.9 -3.9
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.3 14 28 5.1 -4.7
AVUV Avantis U.S. Small Cap Value ETF 0.3 25 17 8.3 -1.5
SCHY Schwab International Dividend Equity ETF 0.3 14 28 7.8 -2.0
WSML iShares MSCI World Small-Cap ETF 0.3 15 27 5.3 -4.5
IQSI IQ Candriam International Equity ETF 0.3 15 27 5.3 -4.5
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.3 42 0 7.4 -2.4
TPIF Timothy Plan International ETF 0.3 62 -20 5.3 -4.6
FEX First Trust Large Cap Core AlphaDEX Fund 0.3 59 -17 5.1 -4.8
EZU iShares MSCI Eurozone ETF 0.3 52 -10 5.4 -4.4
EFV iShares MSCI EAFE Value ETF 0.3 34 8 7.2 -2.6
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.3 9 33 4.0 -5.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.3 17 25 5.1 -4.7
VYMI Vanguard International High Dividend Yield ETF 0.3 17 25 7.7 -2.1
DFAI Dimensional International Core Equity Market ETF 0.3 18 24 5.8 -4.1
JHMM John Hancock Multifactor Mid Cap ETF 0.3 42 0 5.4 -4.4
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.3 50 -8 8.0 -1.8
AFMC First Trust Active Factor Mid Cap ETF 0.3 65 -23 7.2 -2.7
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.3 39 3 7.8 -2.0
PXH Invesco FTSE RAFI Emerging Markets ETF 0.3 49 -7 13.1 +3.3
XOEF iShares S&P 500 ex S&P 100 ETF 0.3 20 22 4.7 -5.1
IEUR iShares Core MSCI Europe ETF 0.3 11 31 6.1 -3.7
FLEE Franklin FTSE Europe ETF 0.3 9 33 6.0 -3.8
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.3 25 17 6.1 -3.7
CVAR Cultivar ETF 0.3 87 -45 6.5 -3.3
DIM WisdomTree International MidCap Dividend Fund 0.3 58 -16 5.9 -3.9
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.3 45 -3 5.5 -4.3
NUSC Nuveen ESG Small-Cap ETF 0.3 31 11 5.0 -4.8
IEV iShares Europe ETF 0.3 67 -25 5.6 -4.3
AIEQ AI Powered Equity ETF 0.3 75 -33 3.8 -6.0
EVUS iShares ESG Aware MSCI USA Value ETF 0.3 18 24 5.6 -4.2
VGK Vanguard FTSE Europe ETF 0.3 6 36 6.2 -3.6
FEUZ First Trust Eurozone AlphaDEX ETF 0.3 80 -38 6.2 -3.6
AVES Avantis Emerging Markets Value ETF 0.3 36 6 8.5 -1.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.3 58 -16 4.8 -5.0
IMCG iShares Morningstar Mid-Cap Growth ETF 0.2 6 36 3.5 -6.3
STXV Strive 1000 Value ETF 0.2 18 24 6.8 -3.0
SPEU SPDR Portfolio Europe ETF 0.2 7 35 6.1 -3.7
BBEU JPMorgan BetaBuilders Europe ETF 0.2 9 33 5.9 -3.9
SCHC Schwab International Small-Cap Equity ETF 0.2 11 31 6.2 -3.6
IJS iShares S&P Small-Cap 600 Value ETF 0.2 18 24 9.3 -0.6
HFXI IQ FTSE International Equity Currency Neutral ETF 0.2 20 22 5.6 -4.3
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.2 47 -5 7.3 -2.5
JPIN J.P. Morgan Diversified Return International Equity ETF 0.2 37 5 6.7 -3.1
JPXN iShares JPX-Nikkei 400 ETF 0.2 48 -6 5.2 -4.6
XJH iShares ESG Screened S&P Mid-Cap ETF 0.2 12 30 5.9 -3.9
FAB First Trust Multi Cap Value AlphaDEX Fund 0.2 67 -25 8.6 -1.2
DEHP Dimensional Emerging Markets High Profitability ETF 0.2 41 1 5.0 -4.9
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 17 6.3 -3.5
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.2 46 -4 5.4 -4.4
EQIN Columbia US Equity Income ETF 0.2 35 7 6.0 -3.8
AVMC Avantis U.S. Mid Cap Equity ETF 0.2 18 24 5.9 -3.9
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.2 29 13 6.8 -3.0
IQDF FlexShares International Quality Dividend Index Fund 0.2 47 -5 7.5 -2.4
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.2 25 17 11.4 +1.6
SMOX Horizon Small/Mid Cap Core Equity ETF 0.2 75 -33 5.4 -4.4
DLS WisdomTree International SmallCap Dividend Fund 0.2 58 -16 7.0 -2.8
RFDI First Trust Riverfront Dynamic Developed International ETF 0.2 83 -41 7.4 -2.4
EMGF iShares Emerging Markets Equity Factor ETF 0.2 25 17 9.0 -0.8
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.2 15 27 9.3 -0.5
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.2 39 3 9.7 -0.1
XCNY SPDR S&P Emerging Markets ex-China ETF 0.2 15 27 5.7 -4.1
PRXV Praxis Impact Large Cap Value ETF 0.2 36 6 5.6 -4.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.2 60 -18 5.9 -4.0
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.2 35 7 6.0 -3.8
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 -10 6.6 -3.2
BKF iShares MSCI BIC ETF 0.2 69 -27 13.0 +3.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.2 10 32 8.0 -1.8
IJH iShares Core S&P Mid-Cap ETF 0.2 5 37 6.1 -3.7
MDY SPDR S&P Midcap 400 ETF Trust 0.2 23 19 5.9 -3.9
IEFA iShares Core MSCI EAFE ETF 0.2 7 35 5.8 -4.0
SAGP Strategas Global Policy Opportunities ETF 0.2 65 -23 4.5 -5.4
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.2 25 17 5.9 -3.9
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 0.2 44 -2 8.8 -1.0
SCHA Schwab U.S. Small-Cap ETF 0.2 4 38 4.6 -5.2
SSPY Syntax Stratified LargeCap ETF 0.2 30 12 6.0 -3.8
DIVB iShares Core Dividend ETF 0.2 5 37 7.3 -2.5
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.2 10 32 9.3 -0.5
FNDX Schwab Fundamental US Large Co. Index ETF 0.2 25 17 6.4 -3.4
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.2 35 7 10.8 +1.0
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.2 41 1 6.8 -3.0
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.2 8 34 6.0 -3.8
IVLU iShares MSCI Intl Value Factor ETF 0.2 30 12 7.8 -2.0
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.2 35 7 4.9 -4.9
NULC Nuveen ESG Large-Cap ETF 0.2 21 21 4.1 -5.7
CIL VictoryShares International Volatility Wtd ETF 0.2 45 -3 5.7 -4.1
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.2 3 39 6.1 -3.7
PRF Invesco FTSE RAFI US 1000 ETF 0.2 34 8 5.8 -4.0
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.2 24 18 5.4 -4.4
IDEV iShares Core MSCI International Developed Markets ETF 0.2 4 38 5.8 -4.0
GSID Goldman Sachs MarketBeta International Equity ETF 0.2 20 22 5.6 -4.2
LQPE PEO AlphaQuest Thematic PE ETF 0.2 125 -83 5.1 -4.7
DEUS Xtrackers Russell US Multifactor ETF 0.2 17 25 6.3 -3.5
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 3 5.9 -3.9
VSGX Vanguard ESG International Stock ETF 0.2 10 32 6.4 -3.4
ISMD Inspire Small/Mid Cap ETF 0.2 54 -12 5.5 -4.3
VB Vanguard Small-Cap ETF 0.2 5 37 5.3 -4.5
VEA Vanguard FTSE Developed Markets ETF 0.2 3 39 5.8 -4.0
SPDW SPDR Portfolio Developed World ex-US ETF 0.2 3 39 5.7 -4.1
IUSV iShares Core S&P US Value ETF 0.2 4 38 5.7 -4.1
SCHF Schwab International Equity ETF 0.2 6 36 5.8 -4.0
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.2 59 -17 8.3 -1.5
BKIE BNY Mellon International Equity ETF 0.2 4 38 5.7 -4.1
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.2 32 10 7.5 -2.3
ECON Columbia Emerging Markets Consumer ETF 0.2 49 -7 6.9 -2.9
FLGB Franklin FTSE United Kingdom ETF 0.2 9 33 6.4 -3.4
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 0.2 88 -46 8.3 -1.5
VXUS Vanguard Total International Stock ETF 0.2 5 37 6.5 -3.3
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.2 38 4 7.0 -2.8
AVSC Avantis U.S Small Cap Equity ETF 0.2 25 17 4.9 -4.9
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.2 45 -3 8.1 -1.7
FLJP Franklin FTSE Japan ETF 0.2 9 33 5.2 -4.6
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.2 39 3 6.6 -3.2
VEXC Vanguard Emerging Markets Ex-China ETF 0.2 7 35 5.7 -4.1
DFAE Dimensional Emerging Core Equity Market ETF 0.2 35 7 7.0 -2.8
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 0.2 12 30 6.9 -2.9
HLAL Wahed FTSE USA Shariah ETF 0.2 50 -8 3.9 -6.0
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.2 20 22 5.3 -4.5
IWD iShares Russell 1000 Value ETF 0.2 19 23 5.5 -4.3
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.2 80 -38 6.5 -3.3
VONV Vanguard Russell 1000 Value ETF 0.2 7 35 5.6 -4.2
MNZL Manzil Russell Halal USA Broad MarketETF 0.2 40 2 4.0 -5.9
IVE iShares S&P 500 Value ETF 0.2 18 24 5.5 -4.3
VEU Vanguard FTSE All-World ex-US Index Fund 0.2 4 38 6.6 -3.3
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.2 4 38 5.6 -4.2
PSC Principal U.S. Small-Cap ETF 0.2 38 4 3.8 -6.0
OPTZ Optimize Strategy Index ETF 0.2 50 -8 3.9 -5.9
XCEM Columbia EM Core ex-China ETF 0.2 16 26 5.1 -4.7
RWL Invesco S&P 500 Revenue ETF 0.2 39 3 5.8 -4.0
ISCV iShares Morningstar Small Cap Value ETF 0.2 6 36 7.8 -2.0
IXUS iShares Core MSCI Total International Stock ETF 0.2 7 35 6.4 -3.4
VOOV Vanguard S&P 500 Value ETF 0.2 7 35 5.6 -4.2
EMXC iShares MSCI Emerging Markets ex China ETF 0.2 25 17 5.3 -4.5
SCHV Schwab U.S. Large-Cap Value ETF 0.2 4 38 5.6 -4.2
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.2 32 10 12.9 +3.1
FDRR Fidelity Dividend ETF for Rising Rates 0.2 15 27 5.9 -3.9
BKSE BNY Mellon US Small Cap Core Equity ETF 0.2 4 38 5.4 -4.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.2 15 27 6.8 -3.0
EFA iShares MSCI EAFE ETF 0.2 35 7 5.5 -4.3
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.2 36 6 5.3 -4.5
FLJH Franklin FTSE Japan Hedged ETF 0.2 9 33 5.1 -4.7
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.1 20 22 6.1 -3.7
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.1 70 -28 6.2 -3.6
SFY SoFi Select 500 ETF 0.1 0 42 3.9 -5.9
SCHE Schwab Emerging Markets Equity ETF 0.1 11 31 9.2 -0.6
SUSL iShares ESG MSCI USA Leaders ETF 0.1 10 32 4.3 -5.5
JHEM John Hancock Multifactor Emerging Markets ETF 0.1 49 -7 7.5 -2.3
GVUS Marketbeta Russell 1000 Value Equity ETF 0.1 12 30 5.5 -4.3
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.1 41 1 6.0 -3.8
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.1 18 24 6.2 -3.6
PTL Inspire 500 ETF 0.1 9 33 4.5 -5.3
FEP First Trust Europe AlphaDEX Fund 0.1 80 -38 6.5 -3.3
ISCB iShares Morningstar Small-Cap ETF 0.1 4 38 5.5 -4.4
VTV Vanguard Value ETF 0.1 4 38 5.8 -4.0
VWO Vanguard FTSE Emerging Markets ETF 0.1 7 35 8.9 -0.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.1 15 27 6.1 -3.7
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 12 6.3 -3.6
JHML John Hancock Multifactor Large Cap ETF 0.1 29 13 4.6 -5.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.1 10 32 4.4 -5.4
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.1 19 23 4.9 -4.9
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.1 35 7 6.4 -3.4
SUSA iShares MSCI USA ESG Select ETF 0.1 25 17 4.1 -5.7
QINT American Century Quality Diversified International ETF 0.1 39 3 6.4 -3.4
XJR iShares ESG Screened S&P Small-Cap ETF 0.1 12 30 6.5 -3.3
ESGU iShares ESG Aware MSCI USA ETF 0.1 15 27 4.3 -5.5
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.1 53 -11 5.3 -4.5
DFEV Dimensional Emerging Markets Value ETF 0.1 43 -1 9.7 -0.1
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 34 8 6.2 -3.6
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.1 12 30 6.3 -3.5
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 -7 5.7 -4.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.1 15 27 6.5 -3.3
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.1 30 12 8.1 -1.7
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.1 32 10 4.9 -4.9
IQDG WisdomTree International Quality Dividend Growth Fund 0.1 42 0 5.4 -4.4
DEW WisdomTree Global High Dividend Fund 0.1 58 -16 7.1 -2.7
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 0 4.3 -5.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.1 29 13 5.7 -4.1
VYM Vanguard High Dividend Yield Index ETF 0.1 6 36 6.0 -3.8
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 33 8.2 -1.6
IPAC iShares Core MSCI Pacific ETF 0.1 9 33 5.3 -4.5
ISCG iShares Morningstar Small-Cap Growth ETF 0.1 6 36 2.8 -7.0
XMAG Defiance Large Cap ex-Mag 7 ETF 0.1 35 7 4.4 -5.4
IJR iShares Core S&P Small Cap ETF 0.1 6 36 6.6 -3.2
IUS Invesco RAFI Strategic US ETF 0.1 19 23 5.8 -4.0
VT Vanguard Total World Stock ETF 0.1 6 36 5.1 -4.7
EEM iShares MSCI Emerging Markets ETF 0.1 69 -27 7.8 -2.0
LDEM iShares ESG MSCI EM Leaders ETF 0.1 17 25 11.6 +1.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.1 10 32 4.3 -5.5
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.1 15 27 8.0 -1.8
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.1 20 22 5.3 -4.5
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.1 58 -16 5.2 -4.6
VLUE iShares MSCI USA Value Factor ETF 0.1 15 27 7.7 -2.1
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.1 3 39 6.6 -3.2
USXF iShares ESG Advanced MSCI USA ETF 0.1 10 32 4.1 -5.7
IWN iShares Russell 2000 Value ETF 0.1 24 18 5.0 -4.8
DFUV Dimensional US Marketwide Value ETF 0.1 22 20 6.3 -3.5
DMXF iShares ESG Advanced MSCI EAFE ETF 0.1 12 30 4.8 -5.0
DSPY Tema S&P 500 Historical Weight ETF 0.1 18 24 4.5 -5.3
VPL Vanguard FTSE Pacific ETF 0.1 7 35 5.2 -4.6
IGRO iShares International Dividend Growth ETF 0.1 15 27 6.4 -3.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 22 4.4 -5.4
DHS WisdomTree U.S. High Dividend Fund 0.1 38 4 7.9 -1.9
FSMD Fidelity Small-Mid Multifactor ETF 0.1 15 27 6.6 -3.2
WOMN Impact Shares YWCA Women's Empowerment ETF 0.1 75 -33 4.8 -5.0
IVOO Vanguard S&P Mid-Cap 400 ETF 0.1 7 35 6.1 -3.7
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 35 9.2 -0.6
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 -23 6.5 -3.3
VIOO Vanguard S&P Small-Cap 600 ETF 0.1 7 35 6.5 -3.3
KLMN Invesco MSCI North America Climate ETF 0.1 9 33 4.4 -5.4
TOK iShares MSCI Kokusai ETF 0.1 26 16 4.4 -5.4
VTWV Vanguard Russell 2000 Value ETF 0.1 10 32 5.2 -4.6
DXUV Dimensional US Vector Equity ETF 0.1 28 14 5.3 -4.5
ACWI iShares MSCI ACWI ETF 0.1 32 10 4.7 -5.1
TOPC iShares S&P 500 3% Capped ETF 0.1 15 27 4.5 -5.3
BKEM BNY Mellon Emerging Markets Equity ETF 0.1 11 31 7.9 -1.9
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 6 7.7 -2.2
SPXT ProShares S&P 500 Ex-Technology ETF 0.1 9 33 4.7 -5.1
ILCV iShares Morningstar Value ETF 0.1 4 38 5.3 -4.5
URTH iShares MSCI World ETF 0.1 24 18 4.4 -5.4
AVEM Avantis Emerging Markets Equity ETF 0.1 33 9 7.1 -2.7
JQUA JPMorgan U.S. Quality Factor ETF 0.1 12 30 5.1 -4.7
DFLV Dimensional US Large Cap Value ETF 0.1 22 20 6.2 -3.6
JHSC John Hancock Multifactor Small Cap ETF 0.1 42 0 6.0 -3.8
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.1 66 -24 7.5 -2.4
SMMD iShares Russell 2500 ETF 0.1 15 27 5.7 -4.1
QVML Invesco S&P 500 QVM Multi-factor ETF 0.1 11 31 4.5 -5.3
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.1 3 39 4.5 -5.3
SFYX SoFi Next 500 ETF 0.1 0 42 5.0 -4.8
XVV iShares ESG Screened S&P 500 ETF 0.1 8 34 4.3 -5.6
IWV iShares Russell 3000 ETF 0.1 20 22 4.1 -5.7
IWB iShares Russell 1000 ETF 0.1 15 27 4.3 -5.5
VONE Vanguard Russell 1000 ETF 0.1 7 35 4.3 -5.5
RAUS RACWI US ETF 0.1 15 27 4.3 -5.5
SCHB Schwab U.S. Broad Market ETF 0.1 3 39 4.3 -5.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.1 3 39 4.3 -5.5
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.1 15 27 4.4 -5.4
KOKU Xtrackers MSCI Kokusai Equity ETF 0.1 9 33 4.5 -5.3
CATH Global X S&P 500 Catholic Values Custom ETF 0.1 29 13 4.1 -5.7
CHRI Global X S&P 500 Christian Values ETF 0.1 29 13 4.1 -5.7
GXC SPDR S & P China ETF 0.1 59 -17 16.7 +6.9
VFVA Vanguard U.S. Value Factor ETF 0.1 13 29 9.5 -0.4
DTH WisdomTree International High Dividend Fund 0.1 58 -16 7.0 -2.8
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.1 20 22 4.1 -5.7
DSI iShares MSCI KLD 400 Social ETF 0.1 25 17 4.3 -5.5
IVV iShares Core S&P 500 ETF 0.1 3 39 4.3 -5.5
SPY SPDR S&P 500 ETF 0.1 9 33 4.3 -5.5
SPYM State Street SPDR Portfolio S&P 500 ETF 0.1 2 40 4.3 -5.5
STRV Strive 500 ETF 0.1 5 37 4.2 -5.6
VOO Vanguard S&P 500 ETF 0.1 3 39 4.3 -5.5
VTI Vanguard Total Stock Market ETF 0.1 3 39 4.3 -5.6
VTHR Vanguard Russell 3000 ETF 0.1 7 35 4.3 -5.6
ILCB iShares Morningstar U.S. Equity ETF 0.1 3 39 4.2 -5.6
SCHX Schwab U.S. Large-Cap ETF 0.1 3 39 4.4 -5.4
SCHK Schwab 1000 Index ETF 0.1 5 37 4.4 -5.4
IYY iShares Dow Jones U.S. ETF 0.1 20 22 4.2 -5.6
PBUS Invesco MSCI USA ETF 0.1 4 38 4.3 -5.5
TOV JLens 500 Jewish Advocacy U.S. ETF 0.1 18 24 4.0 -5.8
AVUS Avantis U.S. Equity ETF 0.1 15 27 4.9 -4.9
RSSL Global X Russell 2000 ETF 0.1 8 34 2.9 -7.0
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.1 15 27 8.8 -1.0
ACVF American Conservative Values ETF 0.1 75 -33 3.8 -6.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.1 7 35 4.2 -5.6
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 33 4.2 -5.6
SPXV ProShares S&P 500 Ex-Health Care ETF 0.1 9 33 4.1 -5.7
GXLC Global X U.S. 500 ETF 0.1 2 40 4.2 -5.6
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.1 20 22 4.2 -5.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.1 24 18 6.1 -3.7
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.1 58 -16 5.9 -3.9
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.1 15 27 5.0 -4.9
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 12 5.0 -4.8
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.1 30 12 5.8 -4.0
VXF Vanguard Extended Market ETF 0.1 5 37 3.9 -5.9
IWM iShares Russell 2000 ETF 0.1 19 23 2.8 -7.0
KLMT Invesco MSCI Global Climate 500 ETF 0.1 10 32 5.0 -4.8
DFAT Dimensional U.S. Targeted Value ETF 0.1 28 14 8.7 -1.1
RVRB Reverb ETF 0.1 30 12 4.0 -5.8
SMLF iShares U.S. SmallCap Equity Factor ETF 0.1 15 27 5.1 -4.7
NACP Impact Shares NAACP Minority Empowerment ETF 0.1 49 -7 4.0 -5.8
VV Vanguard Large-Cap ETF 0.1 4 38 4.2 -5.6
IQLT iShares MSCI Intl Quality Factor ETF 0.1 30 12 5.2 -4.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.1 2 40 4.3 -5.5
BKLC BNY Mellon US Large Cap Core Equity ETF 0.1 0 42 4.3 -5.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.1 32 10 4.1 -5.7
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.1 9 33 4.4 -5.4
VOTE TCW Transform 500 ETF 0.1 5 37 4.2 -5.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 31 4.3 -5.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.1 45 -3 3.7 -6.1
VFQY Vanguard U.S. Quality Factor ETF 0.1 13 29 5.5 -4.3
DFJ WisdomTree Japan SmallCap Dividend Fund 0.1 58 -16 6.1 -3.7
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.1 33 9 6.3 -3.5
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 33 4.3 -5.5
PKW Invesco Buyback Achievers ETF 0.1 62 -20 7.1 -2.7
DFAC Dimensional U.S. Core Equity 2 ETF 0.1 17 25 4.8 -5.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1 9 33 4.9 -4.9
IWC iShares Micro-Cap ETF 0.1 60 -18 -1.4 -11.2
ILCG iShares Morningstar Growth ETF 0.1 4 38 3.2 -6.6
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.1 30 12 7.8 -2.0
DFAU Dimensional US Core Equity Market ETF 0.1 12 30 4.4 -5.4
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 -23 3.6 -6.2
VTWO Vanguard Russell 2000 ETF 0.1 7 35 2.9 -6.9
DFAS Dimensional U.S. Small Cap ETF 0.1 26 16 5.6 -4.2
DCOR Dimensional US Core Equity 1 ETF 0.1 14 28 4.7 -5.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 17 5.5 -4.4
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.1 40 2 5.4 -4.4
AVSE Avantis Responsible Emerging Markets Equity ETF 0.1 33 9 6.7 -3.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.1 25 17 5.0 -4.8
RWK Invesco S&P MidCap 400 Revenue ETF 0.0 39 3 8.0 -1.8
DIHP Dimensional International High Profitability ETF 0.0 29 13 5.4 -4.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.0 39 3 3.7 -6.1
GWX SPDR S&P International Small Cap ETF 0.0 40 2 5.5 -4.3
DFUS Dimensional U.S. Equity ETF 0.0 9 33 4.2 -5.6
SNPE Xtrackers S&P 500 ESG ETF 0.0 10 32 4.4 -5.4
VSLU Applied Finance Valuation Large Cap ETF 0.0 49 -7 4.8 -5.0
SPXN ProShares S&P 500 Ex-Financials ETF 0.0 9 33 4.1 -5.7
REVS Columbia Research Enhanced Value ETF 0.0 19 23 6.8 -3.0
EMXF iShares ESG Advanced MSCI EM ETF 0.0 16 26 7.0 -2.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.0 39 3 2.4 -7.4
EBI Longview Advantage ETF 0.0 35 7 6.1 -3.8
ISCF iShares International SmallCap Equity Factor ETF 0.0 23 19 6.9 -2.9
IWO iShares Russell 2000 Growth ETF 0.0 24 18 0.5 -9.3
FLCH Franklin FTSE China ETF 0.0 19 23 16.0 +6.2
GMF SPDR S&P Emerging Asia Pacific ETF 0.0 49 -7 8.6 -1.2
DWM WisdomTree International Equity Fund 0.0 48 -6 5.3 -4.5
DTD WisdomTree U.S. Total Dividend Fund 0.0 28 14 5.7 -4.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.0 29 13 4.0 -5.8
IMFL Invesco International Developed Dynamic Multifactor ETF 0.0 34 8 4.9 -5.0
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.0 35 7 6.4 -3.4
GSPY Gotham Enhanced 500 ETF 0.0 50 -8 4.6 -5.3
VTWG Vanguard Russell 2000 Growth ETF 0.0 10 32 0.7 -9.1
DFSV Dimensional US Small Cap Value ETF 0.0 31 11 9.0 -0.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.0 19 23 5.0 -4.8
INRO iShares U.S. Industry Rotation Active ETF 0.0 42 0 3.7 -6.1
FLAX Franklin FTSE Asia Ex Japan ETF 0.0 19 23 7.3 -2.5
AVSU Avantis Responsible U.S. Equity ETF 0.0 15 27 5.2 -4.7
RECS Columbia Research Enhanced Core ETF 0.0 15 27 5.4 -4.4
STXG Strive 1000 Growth ETF 0.0 18 24 3.3 -6.5
DFSU Dimensional US Sustainability Core 1 ETF 0.0 18 24 4.7 -5.1
DFVX Dimensional US Large Cap Vector ETF 0.0 22 20 5.3 -4.5
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.0 12 30 3.7 -6.1
AVUQ Avantis U.S. Quality ETF 0.0 15 27 3.7 -6.1
DON WisdomTree U.S. MidCap Dividend Fund 0.0 38 4 7.9 -1.9
EZM WisdomTree U.S. MidCap Fund 0.0 38 4 8.0 -1.8

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

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
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

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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 ** ** **
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 8.5 %
Divided by: Fwd. P/BV 0.8 x
Less: Expense ratio 42 bp
Equals: ALTAR Score 9.8 %
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.