WisdomTree New Economy Real Estate Fund
ALTAR
Score™		 -0.3% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 182.9x P/Sales
ratio		 22.6x
P/BV
ratio		 7.6x Div.
yield		 0.4%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
WTRE tracks a tier-weighted index of global real estate companies that have direct and/or indirect exposure to technology, sciences, or e-commerce. Holdings are selected based on a proprietary technology score and a leverage screening.

FUND BASICS
Category Global Equities
Fund Sponsor WisdomTree
Website www.wisdomtree.com/etfs/equity/wtre
Inception date Jun 05, 2007
Assets (mns) $16
Currency USD
Expense ratio 58 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting Tiered
Index replication
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 61
Wgt avg mkt cap (mns) $144,892
Large cap (>$10bn) 96.1%
Mid cap ($2-10bn) 3.2%
Small cap (<$2bn) 0.7%
Developed mkts 99.9%
Emerging mkts 0.2%

TOP TEN HOLDINGS
PROLOGIS INC 6.8 %
EQUINIX INC 6.2 %
DIGITAL REALTY TRUST INC 5.6 %
AMERICAN TOWER CORP-CL A 4.5 %
GOODMAN GROUP 4.5 %
AST SPACEMOBILE, INC. CLASS A 4.5 %
CROWN CASTLE INTL CORP 4.4 %
IRON MOUNTAIN INC 4.3 %
CELLNEX TELECOM S.A. 3.4 %
LEXINGTON REALTY TRUST 3.2 %
Total 47.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 61.1 %
AUSTRALIA 7.4 %
SINGAPORE 6.0 %
BRITAIN 4.6 %
JAPAN 4.2 %
SPAIN 3.4 %
BELGIUM 1.7 %
ITALY 1.3 %
CANADA 1.1 %
HONG KONG 0.6 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
1.8% 28.1% -1.1% 1.9% 0.4%

Market Correlations
versus... Beta R-squared
S&P500 0.76 45%
MSCI EAFE 0.85 49%
MSCI Emg. Mkts. 0.74 48%

Technical Indicators
Recent close $23.77
30d moving avg. $22.62
Annualized volatility 19.5%
Short interest (ETF) 0.1%
Relative strength (RSI) 57

Liquidity measures
Avg. volume (thou.) 2
Turnover 0.3%
Bid/Ask (% of price) 0.36%
ADV underlying (mns) $456

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 704 potential alternatives to the WisdomTree New Economy Real Estate Fund ETF based on the alternatives' overlap in portfolio holdings with WTRE. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: WTRE Expense: 58 bp ALTAR Score™: -0.3%


ALTERNATIVE ETFs BASED ON OVERLAP WITH WTRE
Ticker Fund
Name		 Overlap1
vs WTRE
(%)		 Expense
ratio
(bp)		 Savings
vs WTRE
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs WTRE
(%)
REAI Intelligent Real Estate ETF 39.2 59 -1 5.7 +6.0
SRVR Pacer Data & Infrastructure Real Estate ETF 37.2 55 3 3.7 +4.0
VGSR Vert Global Sustainable Real Estate ETF 35.6 47 11 7.2 +7.5
PSR Invesco Active U.S. Real Estate Fund 34.3 35 23 7.2 +7.5
XLRE Real Estate Select Sector SPDR 34.2 8 50 7.2 +7.6
ICF iShares Cohen & Steers REIT ETF 33.6 33 25 7.3 +7.6
DFGR Dimensional Global Real Estate ETF 33.5 22 36 7.1 +7.4
DFAR Dimensional US Real Estate ETF 32.8 19 39 7.3 +7.7
AVRE Avantis Real Estate ETF 32.6 17 41 6.8 +7.2
BYRE Principal Real Estate Active Opportunities ETF 31.8 65 -7 7.2 +7.5
SCHH Schwab U.S. REIT ETF 31.3 7 51 7.4 +7.7
VNQ Vanguard Real Estate ETF 31.0 13 45 6.9 +7.2
IYR iShares U.S. Real Estate ETF 30.9 40 18 7.0 +7.3
JPRE JPMorgan Realty Income ETF 29.7 50 8 7.0 +7.3
FREL Fidelity MSCI Real Estate Index ETF 28.4 8 50 7.1 +7.4
DTCR Global X Data Center & Digital Infrastructure ETF 27.6 50 8 3.8 +4.1
REET iShares Global REIT ETF 27.2 14 44 7.1 +7.4
FPRO Fidelity Real Estate Investment ETF 26.8 59 -1 6.2 +6.5
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 26.1 40 18 7.9 +8.2
USRT iShares Core U.S. REIT ETF 24.9 8 50 7.1 +7.5
INDS Pacer Industrial Real Estate ETF 24.3 55 3 6.3 +6.6
RWO SPDR Dow Jones Global Real Estate ETF 23.8 50 8 6.4 +6.7
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 23.7 41 17 4.6 +5.0
FRI First Trust S&P REIT Index Fund 22.9 50 8 6.7 +7.0
ERET iShares Environmentally Aware Real Estate ETF 21.9 30 28 6.8 +7.2
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 21.9 11 47 7.3 +7.6
RWR State Street SPDR Dow Jones REIT ETF 21.2 25 33 6.9 +7.2
IVRA Invesco Real Assets ESG ETF 20.9 59 -1 6.2 +6.5
SPRE SP Funds S&P Global REIT Sharia ETF 20.4 55 3 5.4 +5.7
PPTY US Diversified Real Estate ETF 20.3 53 5 7.8 +8.1
GQRE FlexShares Global Quality Real Estate Index Fund 20.2 45 13 7.3 +7.7
IRET iREIT - MarketVector Quality REIT Index ETF 19.2 60 -2 6.1 +6.4
JRE Janus Henderson U.S. Real Estate ETF 18.5 65 -7 5.9 +6.2
RITA ETFB Green SRI REITs ETF 17.8 50 8 5.6 +5.9
IFGL iShares International Developed Real Estate ETF 14.6 48 10 7.0 +7.3
IQRA IQ CBRE Real Assets ETF 13.2 65 -7 5.7 +6.0
RWX SPDR Dow Jones International Real Estate ETF 13.0 59 -1 6.9 +7.2
RDOG ALPS REIT Dividend Dogs ETF 12.6 35 23 12.6 +12.9
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 11.4 10 48 8.1 +8.4
BWEB Bitwise Web3 ETF 11.2 85 -27 -0.0 +0.3
SIXG Defiance Connective Technologies ETF 10.9 30 28 3.2 +3.5
VNQI Vanguard Global ex-U.S. Real Estate ETF 10.1 12 46 8.2 +8.5
BITQ Bitwise Crypto Industry Innovators ETF 10.0 85 -27 -2.3 -2.0
DAPP VanEck Digital Transformation ETF 10.0 50 8 0.0 +0.3
BKCH Global X Blockchain ETF 10.0 50 8 -3.2 -2.9
IBLC iShares Blockchain and Tech ETF 10.0 47 11 -1.4 -1.1
WGMI Valkyrie Bitcoin Miners ETF 10.0 75 -17 -3.2 -2.9
MNRS Grayscale Bitcoin Miners ETF 10.0 59 -1 -2.7 -2.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 9.4 10 48 3.9 +4.3
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 9.2 46 12 4.9 +5.2
SATO Invesco Alerian Galaxy Crypto Economy ETF 8.9 61 -3 -0.7 -0.4
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 8.9 10 48 4.0 +4.3
TMFG Motley Fool Global Opportunities ETF 8.7 85 -27 3.9 +4.2
NXTG First Trust Indxx NextG ETF 8.3 70 -12 4.4 +4.8
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 8.2 61 -3 1.5 +1.8
BLOK Amplify Transformational Data Sharing ETF 8.2 75 -17 -0.1 +0.2
LVDS JPMorgan Fundamental Data Science Large Value ETF 7.7 49 9 5.2 +5.5
BUZZ VanEck Social Sentiment ETF 7.7 75 -17 -0.7 -0.3
UFO Procure Space ETF 7.4 75 -17 -0.0 +0.3
FDIG Fidelity Crypto Industry and Digital Payments ETF 7.3 39 19 -1.3 -1.0
TXS Texas Capital Texas Equity Index ETF 7.2 49 9 5.2 +5.5
FCLD Fidelity Cloud Computing ETF 6.9 39 19 4.2 +4.6
SPRX Spear Alpha ETF 6.9 75 -17 -0.8 -0.5
VRAI Virtus Real Asset Income ETF 6.8 55 3 8.4 +8.7
DIVG Invesco S&P 500 High Dividend Growers ETF 6.7 39 19 7.5 +7.8
TCAI Tortoise AI Infrastructure ETF 6.6 65 -7 1.5 +1.9
ERTH Invesco MSCI Sustainable Future ETF 6.5 62 -4 3.0 +3.3
BLDG Cambria Global Real Estate ETF 6.2 60 -2 11.5 +11.8
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 5.9 7 51 10.4 +10.7
XSW State Street SPDR S&P Software & Services ETF 5.7 35 23 3.4 +3.7
CLOU Global X Cloud Computing ETF 5.6 68 -10 3.5 +3.8
XTL State Street SPDR S&P Telecom ETF 5.5 35 23 1.8 +2.1
FMET Fidelity Metaverse ETF 5.5 39 19 4.9 +5.2
JEDI Defiance Drone and Modern Warfare ETF 5.4 69 -11 1.2 +1.5
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 5.3 85 -27 0.0 +0.3
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 5.3 30 28 8.9 +9.2
RBLD First Trust Alerian US NextGen Infrastructure ETF 5.2 65 -7 3.9 +4.2
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 5.1 47 11 4.9 +5.3
FINX Global X FinTech ETF 5.0 68 -10 3.2 +3.6
BEEZ Honeytree U.S. Equity ETF 4.9 64 -6 3.7 +4.0
BIBL Inspire 100 ETF 4.9 35 23 4.4 +4.7
AIPO Defiance AI & Power Infrastructure ETF 4.8 69 -11 0.9 +1.2
KNCT Invesco Next Gen Connectivity ETF 4.8 40 18 3.8 +4.1
DESK VanEck Office and Commercial REIT ETF 4.8 50 8 15.9 +16.2
FPX First Trust US Equity Opportunities ETF 4.6 61 -3 0.9 +1.2
IYZ iShares U.S. Telecommunications ETF 4.5 40 18 5.9 +6.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 4.4 70 -12 2.2 +2.5
SDG iShares MSCI Global Sustainable Development Goals ETF 4.2 49 9 4.6 +4.9
TIME Clockwise Core Equity & Innovation ETF 4.2 95 -37 2.2 +2.6
BCOR Grayscale Bitcoin Adopters ETF 4.2 59 -1 2.0 +2.3
SWP SWP Growth & Income ETF 4.0 99 -41 4.3 +4.6
MISL First Trust Indxx Aerospace & Defense ETF 4.0 60 -2 1.6 +1.9
IGPT Invesco AI and Next Gen Software ETF 4.0 60 -2 3.5 +3.8
MBCC Monarch Blue Chips Core ETF 4.0 125 -67 4.0 +4.4
IPAV Global X Infrastructure Development ex-U.S. ETF 3.8 55 3 5.7 +6.0
PTF Invesco Dorsey Wright Technology Momentum ETF 3.6 60 -2 -1.0 -0.7
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 3.6 68 -10 0.7 +1.1
FID First Trust S&P International Dividend Aristocrats ETF 3.4 60 -2 7.9 +8.2
NUDV Nuveen ESG Dividend ETF 3.4 26 32 6.2 +6.6
IWC iShares Micro-Cap ETF 3.4 60 -2 -1.4 -1.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.4 12 46 4.6 +4.9
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 3.4 20 38 0.9 +1.2
KBWY Invesco KBW Premium Yield Equity REIT ETF 3.3 35 23 9.5 +9.8
REZ iShares Residential and Multisector Real Estate ETF 3.3 48 10 6.2 +6.5
VUSV Vanguard Wellington U.S. Value Active ETF 3.3 30 28 5.9 +6.3
NUMV Nuveen ESG Mid-Cap Value ETF 3.2 31 27 5.8 +6.1
NETL NETLease Corporate Real Estate ETF 3.2 60 -2 7.5 +7.8
EQAL Invesco Russell 1000 Equal Weight ETF 3.1 20 38 6.2 +6.5
WDIV SPDR S&P Global Dividend ETF 3.1 40 18 9.2 +9.5
FLAU Franklin FTSE Australia ETF 3.1 9 49 5.6 +6.0
SPDV AAM S&P 500 High Dividend Value ETF 3.1 29 29 11.2 +11.5
EVUS iShares ESG Aware MSCI USA Value ETF 3.0 18 40 5.8 +6.1
TMFM Motley Fool Mid-Cap Growth ETF 3.0 85 -27 2.2 +2.5
EWP iShares MSCI Spain ETF 2.9 50 8 5.9 +6.2
DVGR DAC 3D Dividend Growth ETF 2.9 65 -7 4.9 +5.2
CVY Invesco Zacks Multi-Asset Income ETF 2.9 106 -48 10.3 +10.7
FKU First Trust United Kingdom AlphaDEX Fund 2.9 80 -22 7.1 +7.4
SMOT VanEck Morningstar SMID Moat ETF 2.8 49 9 6.7 +7.0
EWA iShares MSCI Australia ETF 2.8 50 8 5.0 +5.4
IDLV Invesco S&P International Developed Low Volatility ETF 2.7 25 33 6.2 +6.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 2.7 20 38 5.9 +6.2
OSCV Opus Small Cap Value ETF 2.7 79 -21 5.8 +6.1
FDVV Fidelity High Dividend ETF 2.7 15 43 7.0 +7.3
BGRO iShares Large Cap Growth Active ETF 2.6 55 3 2.1 +2.4
RIET Hoya Capital High Dividend Yield ETF 2.6 50 8 13.9 +14.2
SIXA ETC 6 Meridian Mega Cap Equity ETF 2.6 80 -22 5.7 +6.0
BEEX BeeHive ETF 2.6 84 -26 3.9 +4.3
EWUS iShares MSCI United Kingdom Small Cap ETF 2.5 59 -1 7.3 +7.6
ICAP InfraCap Equity Income Fund ETF 2.5 171 -113 4.6 +4.9
TEXN iShares Texas Equity ETF 2.5 20 38 5.4 +5.7
XOEF iShares S&P 500 ex S&P 100 ETF 2.5 20 38 4.9 +5.2
VTWV Vanguard Russell 2000 Value ETF 2.5 10 48 5.2 +5.5
IWN iShares Russell 2000 Value ETF 2.5 24 34 5.0 +5.3
XMLV Invesco S&P MidCap Low Volatility ETF 2.5 25 33 6.8 +7.1
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 2.4 19 39 5.2 +5.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.4 64 -6 1.4 +1.7
SUSA iShares MSCI USA ESG Select ETF 2.4 25 33 4.3 +4.6
DIVL Madison Dividend Value ETF 2.3 65 -7 4.7 +5.1
DVND Touchstone Dividend Select ETF 2.3 67 -9 5.4 +5.8
HYP Golden Eagle Dynamic Hypergrowth ETF 2.3 85 -27 -0.8 -0.5
ISCG iShares Morningstar Small-Cap Growth ETF 2.3 6 52 2.9 +3.2
YALL God Bless America ETF 2.3 65 -7 4.3 +4.6
POWA Invesco Bloomberg Pricing Power ETF 2.3 40 18 5.7 +6.0
MAGA Point Bridge America First ETF 2.2 72 -14 5.2 +5.5
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.2 15 43 3.9 +4.2
DEW WisdomTree Global High Dividend Fund 2.2 58 0 7.3 +7.6
EPP iShares MSCI Pacific ex-Japan ETF 2.1 47 11 4.8 +5.1
IJT iShares S&P Small-Cap 600 Growth ETF 2.1 18 40 3.8 +4.2
STXD Strive 1000 Dividend Growth ETF 2.1 35 23 4.5 +4.8
FITE State Street SPDR S&P Kensho Future Security ETF 2.1 45 13 1.3 +1.6
ROKT State Street SPDR S&P Kensho Final Frontiers ETF 2.1 45 13 0.8 +1.1
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.1 40 18 3.6 +3.9
CHGX AXS Change Finance ESG ETF 2.1 49 9 4.9 +5.2
USXF iShares ESG Advanced MSCI USA ETF 2.1 10 48 4.1 +4.5
NULV Nuveen ESG Large-Cap Value ETF 2.1 26 32 5.4 +5.8
VOE Vanguard Mid-Cap Value ETF 2.1 7 51 6.9 +7.2
IWS iShares Russell Mid-Cap Value ETF 2.0 23 35 6.3 +6.6
PTL Inspire 500 ETF 2.0 9 49 4.6 +4.9
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.0 10 48 3.8 +4.1
EUDV ProShares MSCI Europe Dividend Growers ETF 2.0 55 3 5.6 +5.9
PSCT Invesco S&P SmallCap Information Technology ETF 2.0 29 29 3.8 +4.1
FNX First Trust Mid Cap Core AlphaDEX Fund 2.0 60 -2 6.4 +6.7
SIZE iShares MSCI USA Size Factor ETF 2.0 15 43 5.7 +6.0
FDCF Fidelity Disruptive Communications ETF 2.0 50 8 2.0 +2.4
BLCV iShares Large Cap Value Active ETF 2.0 53 5 6.6 +6.9
EUSA iShares MSCI USA Equal Weighted ETF 2.0 9 49 5.8 +6.1
SRET Global X SuperDividend REIT ETF 2.0 59 -1 12.6 +12.9
MDLV Morgan Dempsey Large Cap Value ETF 1.9 58 0 5.9 +6.2
RSSL Global X Russell 2000 ETF 1.9 8 50 2.9 +3.2
ACEP ARS Core Equity ETF 1.9 45 13 4.2 +4.5
STCE Schwab Crypto Thematic ETF 1.9 30 28 2.9 +3.3
PSCF Invesco S&P SmallCap Financials ETF 1.9 29 29 8.7 +9.0
XSLV Invesco S&P SmallCap Low Volatility ETF 1.8 25 33 7.5 +7.8
PY Principal Value ETF 1.8 15 43 7.2 +7.5
BKSE BNY Mellon US Small Cap Core Equity ETF 1.8 4 54 5.5 +5.8
XDAT Franklin Exponential Data ETF 1.8 50 8 1.4 +1.8
FTC First Trust Large Cap Growth AlphaDEX Fund 1.8 59 -1 1.9 +2.2
RSP Invesco S&P 500 Equal Weight ETF 1.8 20 38 6.1 +6.4
CVAR Cultivar ETF 1.8 87 -29 7.1 +7.5
SMAP Amplify Small-Mid Cap Equity ETF 1.8 60 -2 4.6 +4.9
ADIV SmartETFs Asia Pacific Dividend Builder ETF 1.8 78 -20 10.0 +10.3
BKCI BNY Mellon Concentrated International ETF 1.8 80 -22 4.9 +5.2
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 1.8 80 -22 5.3 +5.6
EWS iShares MSCI Singapore ETF 1.8 50 8 4.1 +4.4
SPYV State Street SPDR Portfolio S&P 500 Value ETF 1.8 4 54 5.9 +6.2
VOOV Vanguard S&P 500 Value ETF 1.8 7 51 5.8 +6.1
IVE iShares S&P 500 Value ETF 1.8 18 40 5.7 +6.0
IWR iShares Russell Midcap ETF 1.7 19 39 5.6 +5.9
DLN WisdomTree U.S. LargeCap Dividend Fund 1.7 28 30 5.6 +5.9
VEGN US Vegan Climate ETF 1.7 60 -2 4.2 +4.5
FLV American Century Focused Large Cap Value ETF 1.7 42 16 6.2 +6.5
IUSV iShares Core S&P US Value ETF 1.7 4 54 6.0 +6.3
IWM iShares Russell 2000 ETF 1.7 19 39 2.8 +3.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.7 7 51 5.5 +5.9
TMFX Motley Fool Next Index ETF 1.7 50 8 3.2 +3.6
IMCG iShares Morningstar Mid-Cap Growth ETF 1.7 6 52 3.6 +3.9
VO Vanguard Mid-Cap ETF 1.7 4 54 5.4 +5.8
DTD WisdomTree U.S. Total Dividend Fund 1.7 28 30 5.8 +6.2
EWK iShares MSCI Belgium ETF 1.7 50 8 3.9 +4.2
ESGU iShares ESG Aware MSCI USA ETF 1.7 15 43 4.4 +4.7
ISCB iShares Morningstar Small-Cap ETF 1.7 4 54 5.6 +5.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.7 9 49 4.0 +4.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.7 9 49 5.4 +5.8
SCZ iShares MSCI EAFE Small-Cap ETF 1.6 40 18 6.1 +6.4
STXM Strive Mid-Cap ETF 1.6 18 40 5.7 +6.0
STXK Strive Small-Cap ETF 1.6 18 40 5.4 +5.7
JEPI JPMorgan Equity Premium Income ETF 1.6 35 23 4.8 +5.2
VBK Vanguard Small-Cap Growth ETF 1.6 7 51 1.3 +1.7
SUSL iShares ESG MSCI USA Leaders ETF 1.6 10 48 4.5 +4.8
IVES Wedbush ETFMG Global Cloud Technology ETF 1.6 68 -10 4.5 +4.8
XJR iShares ESG Screened S&P Small-Cap ETF 1.6 12 46 6.5 +6.8
YLDE ClearBridge Dividend Strategy ESG ETF 1.6 60 -2 5.2 +5.5
DSI iShares MSCI KLD 400 Social ETF 1.5 25 33 4.5 +4.8
TMAT Main Thematic Innovation ETF 1.5 164 -106 -2.0 -1.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.5 17 41 5.2 +5.5
VTWO Vanguard Russell 2000 ETF 1.5 7 51 3.0 +3.3
IEUS iShares MSCI Europe Small-Cap ETF 1.5 42 16 6.7 +7.0
ETHO Etho Climate Leadership U.S. ETF 1.5 47 11 4.6 +4.9
IGV iShares Expanded Tech-Software Sector ETF 1.5 41 17 4.1 +4.5
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.5 60 -2 -0.9 -0.6
VOX Vanguard Communication Services ETF 1.5 9 49 4.4 +4.7
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.5 38 20 5.3 +5.6
WSML iShares MSCI World Small-Cap ETF 1.4 15 43 5.5 +5.8
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.4 25 33 4.3 +4.7
VIOO Vanguard S&P Small-Cap 600 ETF 1.4 7 51 6.5 +6.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.4 9 49 4.6 +4.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.4 15 43 6.5 +6.8
VB Vanguard Small-Cap ETF 1.4 5 53 5.4 +5.8
IWD iShares Russell 1000 Value ETF 1.4 19 39 5.6 +6.0
PRXV Praxis Impact Large Cap Value ETF 1.4 36 22 5.8 +6.1
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.4 3 55 6.7 +7.0
VONV Vanguard Russell 1000 Value ETF 1.4 7 51 5.7 +6.0
FDNI First Trust Dow Jones International Internet ETF 1.4 65 -7 23.5 +23.8
IJR iShares Core S&P Small Cap ETF 1.4 6 52 6.6 +6.9
ANEW ProShares MSCI Transformational Changes ETF 1.4 45 13 4.7 +5.0
SPAM Themes Cybersecurity ETF 1.4 35 23 2.9 +3.2
GLBL Pacer MSCI World Industry Advantage ETF 1.4 65 -7 3.7 +4.0
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.3 10 48 4.5 +4.8
HAPI Harbor Human Capital Factor US Large Cap ETF 1.3 36 22 4.3 +4.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.3 4 54 5.8 +6.1
VXF Vanguard Extended Market ETF 1.3 5 53 4.0 +4.3
SCHV Schwab U.S. Large-Cap Value ETF 1.3 4 54 5.8 +6.2
FMDE Fidelity Enhanced Mid Cap ETF 1.3 23 35 5.6 +5.9
FLDZ RiverNorth Patriot ETF 1.3 75 -17 5.7 +6.0
ADME Aptus Drawdown Managed Equity ETF 1.3 79 -21 3.5 +3.9
NUSC Nuveen ESG Small-Cap ETF 1.3 31 27 5.1 +5.4
DIVB iShares Core Dividend ETF 1.3 5 53 7.6 +7.9
FNDA Schwab Fundamental US Small Co. Index ETF 1.3 25 33 6.4 +6.7
GINN Goldman Sachs Innovate Equity ETF 1.3 52 6 4.0 +4.4
BLES Inspire Global Hope ETF 1.3 61 -3 5.9 +6.2
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.3 25 33 8.1 +8.4
IMCB iShares Morningstar Mid-Cap ETF 1.3 4 54 5.5 +5.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.3 18 40 5.3 +5.6
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.3 50 8 5.7 +6.0
XMAG Defiance Large Cap ex-Mag 7 ETF 1.2 35 23 4.6 +4.9
GVUS Marketbeta Russell 1000 Value Equity ETF 1.2 12 46 5.7 +6.0
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 1.2 49 9 6.0 +6.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.2 8 50 4.6 +4.9
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.2 20 38 4.8 +5.1
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.2 35 23 7.7 +8.0
TAX Cambria Tax Aware ETF 1.2 49 9 4.3 +4.6
REVS Columbia Research Enhanced Value ETF 1.2 19 39 7.0 +7.3
VTV Vanguard Value ETF 1.2 4 54 6.0 +6.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.2 20 38 4.5 +4.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.2 10 48 4.5 +4.9
VBR Vanguard Small Cap Value ETF 1.2 7 51 8.1 +8.4
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.2 15 43 5.3 +5.6
XITK State Street SPDR FactSet Innovative Technology ETF 1.2 45 13 0.2 +0.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.1 65 -7 5.0 +5.4
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.1 60 -2 5.2 +5.6
CSMD Congress SMid Growth ETF 1.1 69 -11 3.6 +4.0
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.1 70 -12 4.0 +4.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.1 19 39 5.1 +5.4
DTEC ALPS Disruptive Technologies ETF 1.1 50 8 4.1 +4.4
SSPY Syntax Stratified LargeCap ETF 1.1 30 28 6.3 +6.6
SCJ iShares MSCI Japan Small-Cap ETF 1.1 50 8 5.6 +5.9
FUNL CornerCap Fundametrics Large-Cap ETF 1.1 50 8 6.1 +6.5
SPXT ProShares S&P 500 Ex-Technology ETF 1.1 9 49 4.9 +5.2
RAFE PIMCO RAFI ESG U.S. ETF 1.1 29 29 6.6 +7.0
DSPY Tema S&P 500 Historical Weight ETF 1.1 18 40 4.7 +5.0
GRNJ Fundstrat Granny Shts US Sm- &Mid-CapETF 1.1 75 -17 2.1 +2.4
VFMO Vanguard U.S. Momentum Factor ETF 1.1 13 45 1.8 +2.1
VOT Vanguard Mid-Cap Growth ETF 1.1 7 51 3.3 +3.6
ILCV iShares Morningstar Value ETF 1.1 4 54 5.5 +5.9
FDMO Fidelity Momentum Factor ETF 1.1 15 43 2.6 +2.9
IWX iShares Russell Top 200 Value ETF 1.1 20 38 5.3 +5.6
FFTY Innovator IBD 50 ETF 1.1 80 -22 0.0 +0.3
ISCV iShares Morningstar Small Cap Value ETF 1.1 6 52 8.0 +8.4
ESGV Vanguard ESG U.S. Stock ETF 1.1 9 49 4.4 +4.8
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 1.1 12 46 5.3 +5.6
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.1 27 31 6.5 +6.8
FCOM Fidelity MSCI Communication Services Index ETF 1.1 8 50 4.4 +4.7
DWX SPDR S&P International Dividend ETF 1.0 45 13 6.6 +7.0
SCHM Schwab U.S. Mid-Cap ETF 1.0 4 54 6.1 +6.4
MGK Vanguard Mega Cap Growth ETF 1.0 7 51 3.6 +3.9
FTCE First Trust New Constructs Core Earnings Leaders ETF 1.0 60 -2 4.9 +5.2
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.0 30 28 4.3 +4.6
EZM WisdomTree U.S. MidCap Fund 1.0 38 20 8.2 +8.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.0 7 51 4.6 +4.9
CGDV Capital Group Dividend Value ETF 1.0 33 25 4.0 +4.4
HGRO Hedgeye Quality Growth ETF 1.0 70 -12 3.5 +3.9
JAVA JPMorgan Active Value ETF 1.0 44 14 5.7 +6.0
SMLF iShares U.S. SmallCap Equity Factor ETF 1.0 15 43 5.2 +5.5
TOPC iShares S&P 500 3% Capped ETF 1.0 15 43 4.6 +4.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.0 24 34 6.2 +6.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.0 32 26 4.2 +4.5
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.0 15 43 4.5 +4.8
JHSC John Hancock Multifactor Small Cap ETF 1.0 42 16 6.2 +6.5
DEMZ Democratic Large Cap Core ETF 1.0 45 13 4.0 +4.4
MNZL Manzil Russell Halal USA Broad MarketETF 1.0 40 18 4.1 +4.5
ACVF American Conservative Values ETF 1.0 75 -17 3.9 +4.2
AVUV Avantis U.S. Small Cap Value ETF 1.0 25 33 8.2 +8.5
STOX Horizon Core Equity ETF 1.0 70 -12 3.8 +4.1
SFTY Horizon Managed Risk ETF 1.0 77 -19 3.7 +4.0
SNPE Xtrackers S&P 500 ESG ETF 1.0 10 48 4.6 +4.9
EQWL Invesco S&P 100 Equal Weight ETF 1.0 25 33 5.7 +6.0
SCHA Schwab U.S. Small-Cap ETF 1.0 4 54 4.7 +5.0
PFM Invesco Dividend Achievers ETF 1.0 53 5 4.8 +5.1
IWO iShares Russell 2000 Growth ETF 1.0 24 34 0.6 +0.9
TMFC Motley Fool 100 Index ETF 1.0 50 8 3.2 +3.5
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.0 75 -17 2.3 +2.6
SGRT SMART Earnings Growth 30 ETF 0.9 59 -1 2.6 +2.9
KLMT Invesco MSCI Global Climate 500 ETF 0.9 10 48 5.2 +5.5
STXV Strive 1000 Value ETF 0.9 18 40 7.0 +7.3
KLMN Invesco MSCI North America Climate ETF 0.9 9 49 4.5 +4.9
FEX First Trust Large Cap Core AlphaDEX Fund 0.9 59 -1 5.2 +5.5
IPAC iShares Core MSCI Pacific ETF 0.9 9 49 5.5 +5.8
XVV iShares ESG Screened S&P 500 ETF 0.9 8 50 4.4 +4.7
VWID Virtus WMC International Dividend ETF 0.9 49 9 7.2 +7.5
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.9 80 -22 6.7 +7.1
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.9 47 11 8.0 +8.4
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.9 24 34 7.2 +7.6
FEP First Trust Europe AlphaDEX Fund 0.9 80 -22 6.7 +7.1
SMDV ProShares Russell 2000 Dividend Growers ETF 0.9 40 18 6.9 +7.2
AVSC Avantis U.S Small Cap Equity ETF 0.9 25 33 4.8 +5.2
IMCV iShares Morningstar Mid-Cap Value ETF 0.9 6 52 7.2 +7.5
RECS Columbia Research Enhanced Core ETF 0.9 15 43 5.6 +5.9
VTI Vanguard Total Stock Market ETF 0.9 3 55 4.4 +4.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.9 15 43 6.2 +6.6
IWV iShares Russell 3000 ETF 0.9 20 38 4.3 +4.6
VTHR Vanguard Russell 3000 ETF 0.9 7 51 4.4 +4.7
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.9 3 55 4.4 +4.7
XJH iShares ESG Screened S&P Mid-Cap ETF 0.9 12 46 6.1 +6.5
SRHQ SRH U.S. Quality ETF 0.9 35 23 6.5 +6.8
FDLS Inspire Fidelis Multi Factor ETF 0.9 76 -18 3.3 +3.7
ARKQ ARK Autonomous Technology & Robotics ETF 0.9 75 -17 1.0 +1.3
ARKX ARK Space Exploration & Innovation ETF 0.9 75 -17 0.0 +0.4
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 0.9 45 13 -1.5 -1.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.9 49 9 4.9 +5.2
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.9 59 -1 4.8 +5.1
CATH Global X S&P 500 Catholic Values Custom ETF 0.9 29 29 4.2 +4.6
FFND Future Fund Active ETF 0.9 100 -42 4.5 +4.8
ALTL Pacer Lunt Large Cap Alternator ETF 0.9 60 -2 4.8 +5.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.9 29 29 6.6 +6.9
FQAL Fidelity Quality Factor ETF 0.9 15 43 5.0 +5.3
MGV Vanguard Mega Cap Value ETF 0.9 7 51 5.6 +6.0
FYC First Trust Small Cap Growth AlphaDEX Fund 0.9 71 -13 -0.6 -0.3
IWB iShares Russell 1000 ETF 0.9 15 43 4.4 +4.7
VONE Vanguard Russell 1000 ETF 0.9 7 51 4.5 +4.8
CHRI Global X S&P 500 Christian Values ETF 0.9 29 29 4.2 +4.5
FESM Fidelity Enhanced Small Cap ETF 0.9 28 30 2.5 +2.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.9 15 43 7.0 +7.3
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.9 20 38 4.2 +4.5
IJK iShares S&P Mid-Cap 400 Growth ETF 0.9 17 41 4.2 +4.5
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.9 15 43 4.3 +4.6
IYY iShares Dow Jones U.S. ETF 0.9 20 38 4.3 +4.6
GXLC Global X U.S. 500 ETF 0.9 2 56 4.3 +4.6
MFMO Motley Fool Momentum Factor ETF 0.8 50 8 2.2 +2.5
STRV Strive 500 ETF 0.8 5 53 4.3 +4.7
SCHC Schwab International Small-Cap Equity ETF 0.8 11 47 6.5 +6.8
VOO Vanguard S&P 500 ETF 0.8 3 55 4.5 +4.8
SPY SPDR S&P 500 ETF 0.8 9 49 4.4 +4.7
SPYM State Street SPDR Portfolio S&P 500 ETF 0.8 2 56 4.5 +4.8
JHMM John Hancock Multifactor Mid Cap ETF 0.8 42 16 5.6 +5.9
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.8 20 38 8.9 +9.2
ULVM VictoryShares US Value Momentum ETF 0.8 20 38 6.3 +6.6
AIS VistaShares Artificial Intelligence Supercycle ETF 0.8 75 -17 1.6 +1.9
IVV iShares Core S&P 500 ETF 0.8 3 55 4.5 +4.8
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.8 3 55 4.6 +4.9
STXG Strive 1000 Growth ETF 0.8 18 40 3.4 +3.7
VV Vanguard Large-Cap ETF 0.8 4 54 4.3 +4.7
SCHK Schwab 1000 Index ETF 0.8 5 53 4.5 +4.8
MDY SPDR S&P Midcap 400 ETF Trust 0.8 23 35 6.1 +6.4
SCHB Schwab U.S. Broad Market ETF 0.8 3 55 4.5 +4.8
SCHX Schwab U.S. Large-Cap ETF 0.8 3 55 4.5 +4.8
DON WisdomTree U.S. MidCap Dividend Fund 0.8 38 20 8.2 +8.5
ILCB iShares Morningstar U.S. Equity ETF 0.8 3 55 4.4 +4.7
RPG Invesco S&P 500 Pure Growth ETF 0.8 35 23 2.8 +3.1
RAUS RACWI US ETF 0.8 15 43 4.4 +4.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.8 10 48 4.3 +4.6
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.8 14 44 5.4 +5.7
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.8 35 23 5.1 +5.4
SPXV ProShares S&P 500 Ex-Health Care ETF 0.8 9 49 4.2 +4.5
DMXF iShares ESG Advanced MSCI EAFE ETF 0.8 12 46 5.0 +5.4
INCE Franklin Income Equity Focus ETF 0.8 29 29 5.3 +5.7
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.8 3 55 6.3 +6.6
IQSI IQ Candriam International Equity ETF 0.8 15 43 5.6 +5.9
NULC Nuveen ESG Large-Cap ETF 0.8 21 37 4.2 +4.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.8 35 23 3.2 +3.5
IVRS iShares Future Metaverse Tech and Communications ETF 0.8 47 11 5.5 +5.8
IJH iShares Core S&P Mid-Cap ETF 0.8 5 53 6.2 +6.6
PRF Invesco FTSE RAFI US 1000 ETF 0.8 34 24 6.0 +6.3
JPSV JPMorgan Active Small Cap Value ETF 0.8 74 -16 7.8 +8.1
WOMN Impact Shares YWCA Women's Empowerment ETF 0.8 75 -17 5.0 +5.4
PBUS Invesco MSCI USA ETF 0.8 4 54 4.4 +4.8
SMOX Horizon Small/Mid Cap Core Equity ETF 0.8 75 -17 5.4 +5.8
IVOO Vanguard S&P Mid-Cap 400 ETF 0.8 7 51 6.2 +6.6
TOV JLens 500 Jewish Advocacy U.S. ETF 0.8 18 40 4.2 +4.5
FDRR Fidelity Dividend ETF for Rising Rates 0.8 15 43 6.1 +6.4
VTWG Vanguard Russell 2000 Growth ETF 0.8 10 48 0.7 +1.0
VGT Vanguard Information Technology ETF 0.8 9 49 3.6 +3.9
TOK iShares MSCI Kokusai ETF 0.8 26 32 4.5 +4.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.8 11 47 4.4 +4.7
AIVI WisdomTree International AI Enhanced Value Fund 0.8 58 0 6.1 +6.5
BUYZ Franklin Disruptive Commerce ETF 0.8 50 8 2.4 +2.7
WCEO Hypatia Women CEO ETF 0.8 85 -27 5.0 +5.3
SPXE ProShares S&P 500 Ex-Energy ETF 0.8 9 49 4.3 +4.6
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.7 39 19 3.7 +4.0
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 0.7 12 46 7.0 +7.3
RVRB Reverb ETF 0.7 30 28 4.0 +4.3
NACP Impact Shares NAACP Minority Empowerment ETF 0.7 49 9 4.1 +4.4
VPL Vanguard FTSE Pacific ETF 0.7 7 51 5.5 +5.8
GVAL Cambria Global Value ETF 0.7 68 -10 8.8 +9.1
DGT State Street SPDR Global Dow ETF 0.7 50 8 5.9 +6.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.7 14 44 4.4 +4.7
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.7 15 43 8.1 +8.4
IJJ iShares S&P Mid-Cap 400 Value ETF 0.7 18 40 8.1 +8.4
BKLC BNY Mellon US Large Cap Core Equity ETF 0.7 0 58 4.4 +4.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.7 10 48 8.2 +8.5
JGLO JPMorgan Global Select Equity ETF 0.7 33 25 4.4 +4.7
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.7 7 51 4.3 +4.7
NIXT Research Affiliates Deletions ETF 0.7 9 49 7.0 +7.3
CZA Invesco Zacks Mid-Cap ETF 0.7 72 -14 6.0 +6.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.7 20 38 5.0 +5.3
URTH iShares MSCI World ETF 0.7 24 34 4.5 +4.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.7 25 33 5.2 +5.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.7 45 13 3.9 +4.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.7 2 56 4.4 +4.7
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.7 12 46 6.4 +6.8
ZECP Zacks Earnings Consistent Portfolio ETF 0.7 55 3 4.2 +4.5
VOTE TCW Transform 500 ETF 0.7 5 53 4.3 +4.7
IWP iShares Russell Mid-Cap Growth ETF 0.7 23 35 3.0 +3.3
SMMD iShares Russell 2500 ETF 0.7 15 43 5.8 +6.1
GSPY Gotham Enhanced 500 ETF 0.7 50 8 4.7 +5.0
SFY SoFi Select 500 ETF 0.7 0 58 4.0 +4.3
VT Vanguard Total World Stock ETF 0.7 6 52 5.2 +5.6
FNDB Schwab Fundamental US Broad Market Index ETF 0.7 25 33 6.5 +6.8
ISMD Inspire Small/Mid Cap ETF 0.7 54 4 5.5 +5.8
JHML John Hancock Multifactor Large Cap ETF 0.7 29 29 4.7 +5.0
MGC Vanguard Mega Cap ETF 0.7 7 51 4.1 +4.5
CGUS Capital Group Core Equity ETF 0.7 33 25 3.7 +4.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.7 10 48 9.4 +9.7
FELV Fidelity Enhanced Large Cap Value ETF 0.7 18 40 5.9 +6.2
DIM WisdomTree International MidCap Dividend Fund 0.6 58 0 6.1 +6.5
KOKU Xtrackers MSCI Kokusai Equity ETF 0.6 9 49 4.6 +4.9
IWL iShares Russell Top 200 ETF 0.6 15 43 4.1 +4.4
LRGC AB US Large Cap Strategic Equities ETF 0.6 48 10 4.0 +4.3
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.6 58 0 7.2 +7.6
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.6 15 43 9.4 +9.7
APUE ActivePassive U.S. Equity ETF 0.6 45 13 4.2 +4.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.6 39 19 2.4 +2.8
ACWI iShares MSCI ACWI ETF 0.6 32 26 4.9 +5.2
IJS iShares S&P Small-Cap 600 Value ETF 0.6 18 40 9.3 +9.6
CLOD Themes Cloud Computing ETF 0.6 35 23 3.9 +4.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.6 20 38 4.3 +4.6
DES WisdomTree U.S. SmallCap Dividend Fund 0.6 38 20 8.3 +8.6
FNDX Schwab Fundamental US Large Co. Index ETF 0.6 25 33 6.5 +6.8
DEUS Xtrackers Russell US Multifactor ETF 0.6 17 41 6.6 +6.9
SNPV Xtrackers S&P 500 Value ESG ETF 0.6 15 43 5.7 +6.0
AKAF The Frontier Economic Fund 0.6 20 38 5.2 +5.5
EBI Longview Advantage ETF 0.6 35 23 6.2 +6.5
VUG Vanguard Growth ETF 0.6 4 54 3.6 +3.9
GPZ VanEck Alternative Asset Manager ETF 0.6 40 18 5.4 +5.8
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.6 85 -27 2.7 +3.0
AAUM Tema Alternative Asset Managers ETF 0.6 99 -41 5.5 +5.8
QQQS Invesco NASDAQ Future Gen 200 ETF 0.6 20 38 -4.2 -3.9
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.6 20 38 7.4 +7.8
SPVM Invesco S&P 500 Value with Momentum ETF 0.6 39 19 6.5 +6.9
DFAS Dimensional U.S. Small Cap ETF 0.6 26 32 5.8 +6.1
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.6 8 50 6.3 +6.6
FNDC Schwab Fundamental International Small Co. Index ETF 0.6 39 19 6.7 +7.0
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 0.6 12 46 5.5 +5.8
GSID Goldman Sachs MarketBeta International Equity ETF 0.6 20 38 5.9 +6.2
KRMA Global X Conscious Companies ETF 0.6 43 15 5.5 +5.9
FTEC Fidelity MSCI Information Technology Index ETF 0.6 8 50 3.6 +3.9
QUAL iShares MSCI USA Quality Factor ETF 0.6 15 43 4.6 +4.9
HFXI IQ FTSE International Equity Currency Neutral ETF 0.6 20 38 5.8 +6.1
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.6 49 9 8.7 +9.0
EFG iShares MSCI EAFE Growth ETF 0.6 36 22 3.8 +4.1
FDWM Fidelity Women's Leadership ETF 0.6 59 -1 3.7 +4.0
PSC Principal U.S. Small-Cap ETF 0.6 38 20 3.9 +4.2
ILCG iShares Morningstar Growth ETF 0.6 4 54 3.3 +3.6
FFLC Fidelity Fundamental Large Cap Core ETF 0.6 38 20 4.0 +4.3
AFK VanEck Africa Index ETF 0.6 98 -40 10.3 +10.6
IXP iShares Global Comm Services ETF 0.5 42 16 5.6 +5.9
IEFA iShares Core MSCI EAFE ETF 0.5 7 51 6.0 +6.4
GWX SPDR S&P International Small Cap ETF 0.5 40 18 5.9 +6.2
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.5 39 19 7.9 +8.2
FSST Fidelity Sustainable U.S. Equity ETF 0.5 59 -1 3.3 +3.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.5 9 49 5.1 +5.4
RPV Invesco S&P 500 Pure Value ETF 0.5 35 23 9.2 +9.5
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.5 60 -2 10.1 +10.4
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 16 4.4 +4.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.5 30 28 3.9 +4.3
SDIV Global X Superdividend ETF 0.5 58 0 13.0 +13.3
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.5 35 23 6.5 +6.8
BKIE BNY Mellon International Equity ETF 0.5 4 54 6.0 +6.3
LOWV AB US Low Volatility Equity ETF 0.5 48 10 4.4 +4.8
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.5 35 23 8.8 +9.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.5 18 40 6.9 +7.2
IDEV iShares Core MSCI International Developed Markets ETF 0.5 4 54 6.0 +6.3
FSMD Fidelity Small-Mid Multifactor ETF 0.5 15 43 6.7 +7.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.5 35 23 6.5 +6.8
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.5 20 38 6.3 +6.6
SCHG Schwab U.S. Large-Cap Growth ETF 0.5 4 54 3.5 +3.9
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.5 80 -22 6.7 +7.1
FDLO Fidelity Low Volatility Factor ETF 0.5 15 43 4.9 +5.3
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.5 40 18 4.1 +4.4
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.5 24 34 6.8 +7.1
VEA Vanguard FTSE Developed Markets ETF 0.5 3 55 6.0 +6.4
WWJD Inspire International ETF 0.5 80 -22 6.2 +6.5
PPA Invesco Aerospace & Defense ETF 0.5 58 0 1.7 +2.0
IETC iShares U.S. Tech Independence Focused ETF 0.5 18 40 3.4 +3.7
DFSV Dimensional US Small Cap Value ETF 0.4 31 27 9.1 +9.4
FNK First Trust Mid Cap Value AlphaDEX Fund 0.4 70 -12 9.8 +10.1
DFE WisdomTree Europe SmallCap Dividend Fund 0.4 58 0 7.4 +7.7
ISCF iShares International SmallCap Equity Factor ETF 0.4 23 35 7.2 +7.5
SPDW SPDR Portfolio Developed World ex-US ETF 0.4 3 55 5.9 +6.3
ENHU iShares Enhanced Large Cap Core Active ETF 0.4 22 36 4.4 +4.7
AIEQ AI Powered Equity ETF 0.4 75 -17 3.9 +4.2
SCHF Schwab International Equity ETF 0.4 6 52 6.1 +6.4
UMMA Wahed Dow Jones Islamic World ETF 0.4 65 -7 3.9 +4.2
DTH WisdomTree International High Dividend Fund 0.4 58 0 7.1 +7.5
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 37 3.1 +3.4
VSGX Vanguard ESG International Stock ETF 0.4 10 48 6.8 +7.1
PRXG Praxis Impact Large Cap Growth ETF 0.4 36 22 3.3 +3.6
SNSR Global X Internet of Things ETF 0.4 68 -10 4.1 +4.4
AVDV Avantis International Small Cap Value ETF 0.4 36 22 7.7 +8.0
WLDR Affinity World Leaders Equity ETF 0.4 67 -9 6.5 +6.8
FLGB Franklin FTSE United Kingdom ETF 0.4 9 49 6.6 +6.9
DAK Dakota Active Equity ETF 0.4 43 15 3.9 +4.3
FFF Founders 100 ETF 0.4 75 -17 2.9 +3.2
SQLV Royce Quant Small-Cap Quality Value ETF 0.4 60 -2 8.4 +8.7
LVHI Franklin International Low Volatility High Dividend Index ET 0.4 40 18 7.4 +7.7
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.4 20 38 5.6 +5.9
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.4 12 46 3.7 +4.0
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.4 95 -37 -0.5 -0.2
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.4 36 22 5.4 +5.7
FVAL Fidelity Value Factor ETF 0.4 15 43 6.3 +6.6
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.4 12 46 3.6 +3.9
JQUA JPMorgan U.S. Quality Factor ETF 0.4 12 46 5.3 +5.7
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.4 30 28 7.6 +7.9
AIQ Global X Artificial Intelligence & Technology ETF 0.4 68 -10 3.4 +3.8
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.4 25 33 12.0 +12.3
VGK Vanguard FTSE Europe ETF 0.4 6 52 6.5 +6.8
EWU iShares MSCI United Kingdom ETF 0.4 50 8 6.9 +7.2
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.4 40 18 5.6 +5.9
SIXL ETC 6 Meridian Low Beta Equity ETF 0.4 80 -22 5.8 +6.2
VONG Vanguard Russell 1000 Growth ETF 0.4 7 51 3.7 +4.1
EFA iShares MSCI EAFE ETF 0.4 35 23 5.7 +6.0
IWF iShares Russell 1000 Growth ETF 0.4 19 39 3.6 +3.9
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.4 45 13 5.7 +6.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.4 75 -17 3.4 +3.7
QVML Invesco S&P 500 QVM Multi-factor ETF 0.3 11 47 4.6 +4.9
INRO iShares U.S. Industry Rotation Active ETF 0.3 42 16 3.8 +4.1
DFIS Dimensional International Small Cap ETF 0.3 39 19 6.1 +6.4
VXUS Vanguard Total International Stock ETF 0.3 5 53 6.7 +7.0
SPEU SPDR Portfolio Europe ETF 0.3 7 51 6.4 +6.7
IEUR iShares Core MSCI Europe ETF 0.3 11 47 6.3 +6.6
DWM WisdomTree International Equity Fund 0.3 48 10 5.6 +5.9
QUVU Hartford Quality Value ETF 0.3 46 12 5.8 +6.1
IWY iShares Russell Top 200 Growth ETF 0.3 20 38 3.7 +4.1
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.3 20 38 5.6 +5.9
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.3 39 19 7.0 +7.3
GEW Cambria Global EW ETF 0.3 29 29 5.5 +5.8
EPS WisdomTree U.S. LargeCap Fund 0.3 8 50 5.0 +5.3
GXPC Global X PureCap MSCI Communication Services ETF 0.3 25 33 3.9 +4.3
BFOR ALPS Barron's 400 ETF 0.3 65 -7 5.1 +5.4
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 19 6.1 +6.4
EES WisdomTree U.S. SmallCap Fund 0.3 38 20 8.2 +8.6
IXUS iShares Core MSCI Total International Stock ETF 0.3 7 51 6.7 +7.0
ESGD iShares ESG Aware MSCI EAFE ETF 0.3 20 38 5.8 +6.1
VEU Vanguard FTSE All-World ex-US Index Fund 0.3 4 54 6.8 +7.1
HDUS Hartford Disciplined US Equity ETF 0.3 19 39 5.0 +5.3
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.3 18 40 6.5 +6.8
AVDS Avantis International Small Cap Equity ETF 0.3 30 28 6.0 +6.3
RWL Invesco S&P 500 Revenue ETF 0.3 39 19 6.1 +6.4
FYX First Trust Small Cap Core AlphaDEX Fund 0.3 61 -3 5.7 +6.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.3 30 28 4.0 +4.3
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.3 38 20 9.1 +9.4
BBEU JPMorgan BetaBuilders Europe ETF 0.3 9 49 6.2 +6.5
IGM iShares Expanded Tech Sector ETF 0.3 41 17 3.2 +3.5
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.3 80 -22 8.9 +9.2
AFMC First Trust Active Factor Mid Cap ETF 0.3 65 -7 7.3 +7.6
JHMD John Hancock Multifactor Developed International ETF 0.3 39 19 6.1 +6.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.3 29 29 5.8 +6.2
FLEE Franklin FTSE Europe ETF 0.3 9 49 6.2 +6.6
CGDG Capital Group Dividend Growers ETF 0.3 47 11 5.1 +5.4
NUDM Nuveen ESG International Developed Markets Equity ETF 0.3 31 27 5.6 +5.9
VSLU Applied Finance Valuation Large Cap ETF 0.3 49 9 5.0 +5.3
DISV Dimensional International Small Cap Value ETF 0.3 42 16 8.1 +8.4
FLJH Franklin FTSE Japan Hedged ETF 0.3 9 49 5.3 +5.6
FLJP Franklin FTSE Japan ETF 0.3 9 49 5.5 +5.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.3 29 29 4.2 +4.5
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.3 50 8 5.5 +5.9
DLS WisdomTree International SmallCap Dividend Fund 0.3 58 0 7.3 +7.6
TPIF Timothy Plan International ETF 0.3 62 -4 5.5 +5.8
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 30 8.9 +9.2
IEV iShares Europe ETF 0.2 67 -9 5.8 +6.1
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.2 46 12 5.6 +5.9
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.2 41 17 6.2 +6.5
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.2 15 43 5.2 +5.5
IOO iShares Global 100 ETF 0.2 41 17 4.1 +4.4
EZU iShares MSCI Eurozone ETF 0.2 52 6 5.6 +5.9
FEUZ First Trust Eurozone AlphaDEX ETF 0.2 80 -22 6.4 +6.8
ACWX iShares MSCI ACWI ex U.S. ETF 0.2 34 24 6.4 +6.8
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.2 35 23 5.7 +6.0
TRFM AAM Transformers ETF 0.2 49 9 1.1 +1.5
HLAL Wahed FTSE USA Shariah ETF 0.2 50 8 4.0 +4.3
OPTZ Optimize Strategy Index ETF 0.2 50 8 3.9 +4.2
RFDI First Trust Riverfront Dynamic Developed International ETF 0.2 83 -25 7.6 +7.9
FLAX Franklin FTSE Asia Ex Japan ETF 0.2 19 39 7.6 +8.0
JIRE JPMorgan International Research Enhanced Equity ETF 0.2 24 34 5.8 +6.1
IQLT iShares MSCI Intl Quality Factor ETF 0.2 30 28 5.4 +5.7
OALC OneAscent Large Cap Core ETF 0.2 86 -28 3.7 +4.0
SAGP Strategas Global Policy Opportunities ETF 0.2 65 -7 4.8 +5.1
OEF iShares S&P 100 ETF 0.2 20 38 4.1 +4.4
STXI Strive International Developed Markets ETF 0.2 29 29 6.2 +6.5
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 6 6.7 +7.0
DXUV Dimensional US Vector Equity ETF 0.2 28 30 5.5 +5.8
AFSM First Trust Active Factor Small Cap ETF 0.2 75 -17 6.2 +6.5
FDN First Trust Dow Jones Internet Index Fund 0.2 52 6 2.9 +3.3
FDND FT Vest Dow Jones Internet & Target Income ETF 0.2 75 -17 2.8 +3.1
USEW Cambria US EW ETF 0.2 30 28 4.3 +4.7
EFV iShares MSCI EAFE Value ETF 0.2 34 24 7.5 +7.8
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 0.2 32 26 5.2 +5.5
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.2 39 19 10.0 +10.4
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.2 45 13 6.9 +7.2
LRGF iShares U.S. Equity Factor ETF 0.2 8 50 4.9 +5.2
CWI SPDR MSCI ACWI ex-US ETF 0.2 30 28 6.5 +6.8
SGLC SGI U.S. Large Cap Core ETF 0.2 85 -27 3.9 +4.3
CIL VictoryShares International Volatility Wtd ETF 0.2 45 13 5.8 +6.1
MTUM iShares MSCI USA Momentum Factor ETF 0.2 15 43 2.7 +3.0
IMFL Invesco International Developed Dynamic Multifactor ETF 0.2 34 24 5.2 +5.5
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 0.2 29 29 3.7 +4.0
DXIV Dimensional International Vector Equity ETF 0.2 34 24 6.5 +6.8
XSMO Invesco S&P SmallCap Momentum ETF 0.2 39 19 3.7 +4.1
QWLD SPDR MSCI World StrategicFactors ETF 0.2 30 28 5.2 +5.6
IUS Invesco RAFI Strategic US ETF 0.1 19 39 5.9 +6.3
DHS WisdomTree U.S. High Dividend Fund 0.1 38 20 8.2 +8.5
RWK Invesco S&P MidCap 400 Revenue ETF 0.1 39 19 8.1 +8.4
DFIC Dimensional International Core Equity 2 ETF 0.1 23 35 6.2 +6.5
FAB First Trust Multi Cap Value AlphaDEX Fund 0.1 67 -9 8.8 +9.1
FRGN Horizon International Equity ETF 0.1 75 -17 8.1 +8.5
AVDE Avantis International Equity ETF 0.1 23 35 6.1 +6.5
DOL WisdomTree International LargeCap Dividend Fund 0.1 48 10 5.7 +6.1
DCOR Dimensional US Core Equity 1 ETF 0.1 14 44 4.8 +5.1
AVSD Avantis Responsible International Equity ETF 0.1 23 35 6.0 +6.3
DFAC Dimensional U.S. Core Equity 2 ETF 0.1 17 41 4.9 +5.2
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 33 6.1 +6.5
DFAI Dimensional International Core Equity Market ETF 0.1 18 40 6.0 +6.3
JPIN J.P. Morgan Diversified Return International Equity ETF 0.1 37 21 7.0 +7.3
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.1 29 29 6.9 +7.2
AVSU Avantis Responsible U.S. Equity ETF 0.1 15 43 5.3 +5.6
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 34 5.6 +5.9
VUSE Vident U.S. Equity Strategy ETF 0.1 50 8 3.9 +4.2
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.1 70 -12 7.5 +7.8
DFSU Dimensional US Sustainability Core 1 ETF 0.1 18 40 4.9 +5.2
AVUQ Avantis U.S. Quality ETF 0.1 15 43 3.7 +4.1
FLQL Franklin LibertyQ U.S. Equity ETF 0.1 15 43 4.8 +5.1
GVLU Gotham 1000 Value ETF 0.1 50 8 8.4 +8.7
DFAU Dimensional US Core Equity Market ETF 0.1 12 46 4.5 +4.9
AVUS Avantis U.S. Equity ETF 0.1 15 43 5.0 +5.3
PKW Invesco Buyback Achievers ETF 0.1 62 -4 7.4 +7.7
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 33 7.5 +7.9
INTF iShares International Equity Factor ETF 0.1 15 43 6.4 +6.7
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 28 6.4 +6.7
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 0.1 5 53 7.8 +8.1
DFUS Dimensional U.S. Equity ETF 0.1 9 49 4.3 +4.6
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.1 30 28 6.0 +6.3
GXPT Global X PureCap MSCI Information Technology ETF 0.1 25 33 3.7 +4.0
DIVI Franklin International Core Dividend Tilt Index ETF 0.1 9 49 6.6 +6.9
VFVA Vanguard U.S. Value Factor ETF 0.1 13 45 9.8 +10.2
ACWV iShares MSCI Global Min Vol Factor ETF 0.1 20 38 5.7 +6.0
AFLG First Trust Active Factor Large Cap ETF 0.1 55 3 5.2 +5.6
WSGE Warren Street Global Equity ETF 0.1 80 -22 3.0 +3.3
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.1 25 33 6.3 +6.6
DFIV Dimensional International Value ETF 0.0 27 31 7.7 +8.0
IUSG iShares Core S&P U.S. Growth ETF 0.0 4 54 3.3 +3.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.0 9 49 4.6 +4.9
BCDF Horizon Kinetics Blockchain Development ETF 0.0 85 -27 3.7 +4.0
IXN iShares Global Tech ETF 0.0 41 17 3.3 +3.6
ROUS Hartford Multifactor US Equity ETF 0.0 19 39 5.6 +5.9
FNCL Fidelity MSCI Financials Index ETF 0.0 8 50 6.3 +6.6
JSTC Adasina Social Justice All Cap Global ETF 0.0 89 -31 4.7 +5.0
AVMV Avantis U.S. Mid Cap Value ETF 0.0 20 38 7.4 +7.8
DFUV Dimensional US Marketwide Value ETF 0.0 22 36 6.4 +6.7
VYMI Vanguard International High Dividend Yield ETF 0.0 17 41 8.0 +8.3
VYM Vanguard High Dividend Yield Index ETF 0.0 6 52 6.2 +6.5
GLOF iShares Global Equity Factor ETF 0.0 20 38 5.8 +6.1
FELC Fidelity Enhanced Large Cap Core ETF 0.0 18 40 4.6 +4.9
THRO iShares U.S. Thematic Rotation Active ETF 0.0 90 -32 3.4 +3.7
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 -7 0.0 +0.3
AVIV Avantis International Large Cap Value ETF 0.0 25 33 6.8 +7.2

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:		 WisdomTree New Economy Real Estate Fund
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

AVOID
Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 2.0 %
Divided by: Fwd. P/BV 7.6 x
Less: Expense ratio 58 bp
Equals: ALTAR Score -0.3 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.83 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.