WisdomTree New Economy Real Estate Fund
ALTAR
Score™		 5.0% info Recommen-
dation		 OVERWEIGHT
2024E    2025E
P/E
ratio		 18.1x P/Sales
ratio		 3.4x
P/BV
ratio		 1.6x Div.
yield		 3.6%


  • 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) $22
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 74
Wgt avg mkt cap (mns) $30,303
Large cap (>$10bn) 64.5%
Mid cap ($2-10bn) 32.9%
Small cap (<$2bn) 2.6%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
GOODMAN GROUP 6.5 %
IRON MOUNTAIN INC 6.4 %
VENTAS INC 5.3 %
CELLNEX TELECOM S.A. 4.8 %
EQUINIX INC 4.7 %
DIGITAL REALTY TRUST INC 4.7 %
AMERICAN TOWER CORP-CL A 4.5 %
CROWN CASTLE INTL CORP 4.5 %
AIRBNB, INC. CLASS A 4.4 %
PROLOGIS INC 4.4 %
Total 50.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 63.7 %
AUSTRALIA 8.8 %
BRITAIN 6.1 %
SINGAPORE 5.2 %
SPAIN 4.8 %
JAPAN 3.8 %
CANADA 2.1 %
BELGIUM 1.3 %
ITALY 1.1 %
HONG KONG 0.7 %

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.
-0.7% 9.9% -- -- 1.6%

Market Correlations
versus... Beta R-squared
S&P500 1.15 73%
MSCI EAFE 1.20 86%
MSCI Emg. Mkts. 0.96 76%

Technical Indicators
Recent close $16.68
30d moving avg. $16.71
Annualized volatility 24.1%
Short interest (ETF) 0.0%
Relative strength (RSI) 73

Liquidity measures
Avg. volume (thou.) 3
Turnover 0.2%
Bid/Ask (% of price) 0.37%
ADV underlying (mns) $4,067

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 648 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™: 5.0%


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
(%)
ROOF IQ CBRE NextGen Real Estate ETF 51.5 60 -2 7.9 +2.9
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 48.1 60 -2 3.9 -1.2
DFGR Dimensional Global Real Estate ETF 35.1 22 36 7.1 +2.0
SRVR Pacer Data & Infrastructure Real Estate ETF 34.1 55 3 2.9 -2.2
AVRE Avantis Real Estate ETF 34.0 17 41 6.6 +1.6
JPRE JPMorgan Realty Income ETF 33.6 50 8 6.9 +1.8
DFAR Dimensional US Real Estate ETF 33.4 19 39 7.4 +2.4
BYRE Principal Real Estate Active Opportunities ETF 33.3 65 -7 6.3 +1.2
XLRE Real Estate Select Sector SPDR Fund 32.8 9 49 7.0 +2.0
SCHH Schwab U.S. REIT ETF 32.8 7 51 7.7 +2.6
PSR Invesco Active U.S. Real Estate Fund 32.6 35 23 7.8 +2.8
IYR iShares U.S. Real Estate ETF 32.4 40 18 7.2 +2.2
FPRO Fidelity Real Estate Investment ETF 31.3 59 -1 6.1 +1.0
FREL Fidelity MSCI Real Estate Index ETF 31.2 8 50 7.3 +2.3
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 31.1 75 -17 4.9 -0.2
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 30.2 40 18 7.1 +2.1
ICF iShares Cohen & Steers REIT ETF 29.9 33 25 7.0 +1.9
VNQ Vanguard Real Estate ETF 28.8 12 46 7.3 +2.2
CRED Columbia Research Enhanced Real Estate ETF 27.9 33 25 7.7 +2.7
IVRA Invesco Real Assets ESG ETF 27.5 59 -1 7.1 +2.1
REET iShares Global REIT ETF 27.4 14 44 7.1 +2.1
ERET iShares Environmentally Aware Real Estate ETF 26.3 30 28 7.3 +2.2
RWO SPDR Dow Jones Global Real Estate ETF 25.7 50 8 6.9 +1.9
USRT iShares Core U.S. REIT ETF 25.1 8 50 7.5 +2.5
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 24.7 11 47 7.5 +2.5
INDS Pacer Industrial Real Estate ETF 24.7 55 3 6.2 +1.2
RWR SPDR Dow Jones REIT ETF 24.0 25 33 7.2 +2.2
DTCR Global X Data Center & Digital Infrastructure ETF 23.8 50 8 2.7 -2.4
FRI First Trust S&P REIT Index Fund 23.7 50 8 7.1 +2.0
PPTY US Diversified Real Estate ETF 23.3 53 5 6.7 +1.7
BLLD JPMorgan Sustainable Infrastructure ETF 23.3 49 9 6.2 +1.2
REAI Intelligent Real Estate ETF 22.4 59 -1 7.4 +2.3
SPRE SP Funds S&P Global REIT Sharia ETF 22.3 55 3 5.4 +0.4
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 22.1 41 17 8.8 +3.7
GQRE FlexShares Global Quality Real Estate Index Fund 21.6 45 13 6.9 +1.8
RITA ETFB Green SRI REITs ETF 21.1 50 8 6.0 +0.9
IFGL iShares International Developed Real Estate ETF 19.5 48 10 7.0 +2.0
RWX SPDR Dow Jones International Real Estate ETF 19.2 59 -1 7.2 +2.2
WPS iShares International Developed Property ETF 16.5 48 10 7.2 +2.2
JRE Janus Henderson U.S. Real Estate ETF 15.7 65 -7 6.4 +1.3
IQRA IQ CBRE Real Assets ETF 15.2 65 -7 5.9 +0.9
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 14.5 10 48 8.2 +3.1
VNQI Vanguard Global ex-U.S. Real Estate ETF 13.5 12 46 8.7 +3.7
RDOG ALPS REIT Dividend Dogs ETF 12.7 35 23 17.1 +12.1
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 11.2 46 12 5.6 +0.5
IDAT iShares Future Cloud 5G and Tech ETF 10.0 47 11 4.5 -0.5
TMFG Motley Fool Global Opportunities ETF 9.3 85 -27 3.3 -1.8
GLIF AGF Global Infrastructure ETF 9.2 45 13 5.5 +0.5
ERTH Invesco MSCI Sustainable Future ETF 7.5 62 -4 3.7 -1.4
SPYD SPDR Portfolio S&P 500 High Dividend ETF 7.4 7 51 9.4 +4.3
TXS Texas Capital Texas Equity Index ETF 7.3 49 9 5.6 +0.5
REZ iShares Residential and Multisector Real Estate ETF 7.3 48 10 6.3 +1.3
NXTG First Trust Indxx NextG ETF 7.0 70 -12 6.0 +0.9
RIET Hoya Capital High Dividend Yield ETF 6.9 50 8 14.5 +9.5
ICAP InfraCap Equity Income Fund ETF 6.9 171 -113 6.8 +1.8
XDAT Franklin Exponential Data ETF 6.4 50 8 2.9 -2.2
KNCT Invesco Next Gen Connectivity ETF 6.3 40 18 5.9 +0.8
FCLD Fidelity Cloud Computing ETF 6.1 39 19 2.4 -2.7
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 6.0 47 11 5.9 +0.9
NUDV Nuveen ESG Dividend ETF 6.0 26 32 7.5 +2.5
BIBL Inspire 100 ETF 5.6 35 23 4.8 -0.2
TMFM Motley Fool Mid-Cap Growth ETF 5.3 85 -27 3.3 -1.7
VRAI Virtus Real Asset Income ETF 5.3 55 3 8.6 +3.5
FMET Fidelity Metaverse ETF 5.2 39 19 4.4 -0.7
BLDG Cambria Global Real Estate ETF 5.1 60 -2 9.4 +4.3
RBLD First Trust Alerian US NextGen Infrastructure ETF 4.9 65 -7 5.1 +0.1
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 4.8 79 -21 6.2 +1.2
BWEB Bitwise Web3 ETF 4.7 85 -27 0.9 -4.1
NUMV Nuveen ESG Mid-Cap Value ETF 4.6 31 27 7.4 +2.3
JRNY ALPS Global Travel Beneficiaries ETF 4.4 65 -7 0.0 -5.0
PTEC Global X PropTech ETF 4.4 50 8 1.7 -3.4
FPX First Trust US Equity Opportunities ETF 4.4 61 -3 0.6 -4.4
AWAY ETFMG Travel Tech ETF 4.4 76 -18 -4.1 -9.2
DARP Grizzle Growth ETF 4.4 75 -17 3.2 -1.9
NZUS SPDR MSCI USA Climate Paris Aligned ETF 4.4 10 48 4.9 -0.2
IGPT Invesco AI and Next Gen Software ETF 4.2 60 -2 3.8 -1.3
FIVG Defiance Next Gen Connectivity ETF 4.2 30 28 6.7 +1.7
SSPX Janus Henderson U.S. Sustainable Equity ETF 4.1 55 3 4.0 -1.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 4.1 10 48 4.8 -0.2
BUYZ Franklin Disruptive Commerce ETF 3.9 50 8 2.1 -3.0
EWP iShares MSCI Spain ETF 3.9 50 8 8.5 +3.4
FFND Future Fund Active ETF 3.8 100 -42 0.3 -4.8
CLOU Global X Cloud Computing ETF 3.8 68 -10 2.1 -3.0
ISHP First Trust Nasdaq Retail ETF 3.5 60 -2 3.2 -1.9
DVND Touchstone Dividend Select ETF 3.5 67 -9 6.4 +1.3
MBCC Monarch Blue Chips Core ETF 3.5 125 -67 3.4 -1.6
SDG iShares MSCI Global Sustainable Development Goals ETF 3.5 49 9 5.8 +0.7
FLAU Franklin FTSE Australia ETF 3.5 9 49 5.8 +0.8
EWA iShares MSCI Australia ETF 3.3 50 8 5.3 +0.3
NTZG Nuveen Global Net Zero Transition ETF 3.3 56 2 4.9 -0.1
CHGX AXS Change Finance ESG ETF 3.2 49 9 5.1 +0.0
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 3.2 56 2 6.3 +1.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.2 20 38 6.4 +1.3
FDN First Trust Dow Jones Internet Index Fund 3.1 52 6 1.5 -3.6
DEMZ Democratic Large Cap Core ETF 3.1 45 13 4.2 -0.8
SNPV Xtrackers S&P 500 Value ESG ETF 3.1 15 43 6.8 +1.8
VOE Vanguard Mid-Cap Value ETF 3.1 7 51 7.4 +2.4
EPP iShares MSCI Pacific ex-Japan ETF 3.0 47 11 5.4 +0.3
VNSE Natixis Vaughan Nelson Select ETF 3.0 80 -22 3.2 -1.8
MILN Global X Millennial Consumer ETF 3.0 50 8 2.4 -2.6
XNTK SPDR NYSE Technology ETF 2.9 35 23 4.0 -1.1
ULVM VictoryShares US Value Momentum ETF 2.9 20 38 7.4 +2.4
GURU Global X Guru Index ETF 2.9 75 -17 2.5 -2.5
MOTI VanEck Morningstar International Moat ETF 2.8 58 0 6.9 +1.9
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 2.8 19 39 5.8 +0.8
ABEQ Absolute Select Value ETF 2.8 85 -27 4.7 -0.4
JEPI JPMorgan Equity Premium Income ETF 2.8 35 23 5.3 +0.2
EWS iShares MSCI Singapore ETF 2.8 50 8 4.0 -1.0
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 2.7 60 -2 7.7 +2.6
HAPY Harbor Human Capital Factor Unconstrained ETF 2.7 50 8 4.8 -0.3
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 2.6 106 -48 3.0 -2.1
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.5 75 -17 3.2 -1.9
USXF iShares ESG Advanced MSCI USA ETF 2.5 10 48 5.2 +0.2
PNQI Invesco NASDAQ Internet ETF 2.5 60 -2 2.6 -2.4
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.4 40 18 4.1 -0.9
PZLG Puzzle Mature Growth 2.4 0 58 4.2 -0.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.4 10 48 5.4 +0.4
MDLV Morgan Dempsey Large Cap Value ETF 2.4 58 0 8.6 +3.6
FDVV Fidelity High Dividend ETF 2.4 15 43 8.9 +3.9
IBUY Amplify Online Retail ETF 2.3 65 -7 1.8 -3.3
EVUS iShares ESG Aware MSCI USA Value ETF 2.3 18 40 6.7 +1.6
OSCV Opus Small Cap Value ETF 2.3 79 -21 6.4 +1.4
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.3 27 31 8.4 +3.4
DLN WisdomTree U.S. LargeCap Dividend Fund 2.2 28 30 6.2 +1.2
DEW WisdomTree Global High Dividend Fund 2.2 58 0 9.1 +4.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.2 30 28 4.7 -0.4
VEGN US Vegan Climate ETF 2.2 60 -2 4.7 -0.4
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 2.2 12 46 5.5 +0.5
GDIV Harbor Dividend Growth Leaders ETF 2.1 50 8 6.0 +1.0
DIVL Madison Dividend Value ETF 2.1 65 -7 6.1 +1.1
STXD Strive 1000 Dividend Growth ETF 2.1 35 23 5.5 +0.4
EQAL Invesco Russell 1000 Equal Weight ETF 2.1 20 38 6.0 +0.9
SPHB Invesco S&P 500 High Beta ETF 2.1 25 33 5.0 -0.1
VOOV Vanguard S&P 500 Value ETF 2.0 10 48 5.6 +0.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.0 9 49 6.0 +0.9
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 2.0 30 28 9.1 +4.0
RSP Invesco S&P 500 Equal Weight ETF 2.0 20 38 6.2 +1.2
FSST Fidelity Sustainable U.S. Equity ETF 2.0 59 -1 4.9 -0.1
CACG ClearBridge All Cap Growth ESG ETF 2.0 54 4 3.4 -1.6
IMCG iShares Morningstar Mid-Cap Growth ETF 2.0 6 52 4.3 -0.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.0 9 49 5.0 -0.0
TIME Clockwise Core Equity & Innovation ETF 2.0 95 -37 2.0 -3.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.0 20 38 5.1 +0.0
IWS iShares Russell Mid-Cap Value ETF 2.0 23 35 6.6 +1.6
XLY Consumer Discretionary Select Sector SPDR Fund 2.0 9 49 5.1 +0.0
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.9 10 48 5.2 +0.1
VO Vanguard Mid-Cap ETF 1.9 4 54 5.8 +0.8
YLDE ClearBridge Dividend Strategy ESG ETF 1.9 60 -2 5.4 +0.4
DWX SPDR S&P International Dividend ETF 1.9 45 13 7.1 +2.1
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 1.9 40 18 4.3 -0.7
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.9 29 29 8.1 +3.1
EWUS iShares MSCI United Kingdom Small Cap ETF 1.9 59 -1 6.2 +1.2
IMCB iShares Morningstar Mid-Cap ETF 1.9 4 54 6.1 +1.1
RFV Invesco S&P Midcap 400 Pure Value ETF 1.9 35 23 8.8 +3.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.9 15 43 7.4 +2.4
HAPI Harbor Human Capital Factor US Large Cap ETF 1.9 36 22 4.8 -0.2
PEXL Pacer US Export Leaders ETF 1.9 60 -2 5.1 +0.1
SPXT ProShares S&P 500 Ex-Technology ETF 1.8 9 49 5.7 +0.6
ESGU iShares ESG Aware MSCI USA ETF 1.8 15 43 5.2 +0.2
IDLV Invesco S&P International Developed Low Volatility ETF 1.8 25 33 5.8 +0.8
IVE iShares S&P 500 Value ETF 1.8 18 40 6.6 +1.5
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 1.8 49 9 6.7 +1.7
SPYV SPDR Portfolio S&P 500 Value ETF 1.8 4 54 6.7 +1.7
IUSV iShares Core S&P US Value ETF 1.8 4 54 6.8 +1.8
QLV FlexShares US Quality Low Volatility Index Fund 1.8 22 36 5.2 +0.1
BEDZ AdvisorShares Hotel ETF 1.8 100 -42 2.9 -2.2
NULV Nuveen ESG Large-Cap Value ETF 1.8 26 32 7.1 +2.1
DTD WisdomTree U.S. Total Dividend Fund 1.8 28 30 6.5 +1.5
XT iShares Exponential Technologies ETF 1.8 46 12 3.9 -1.2
ACVF American Conservative Values ETF 1.8 75 -17 4.4 -0.7
IMCV iShares Morningstar Mid-Cap Value ETF 1.8 6 52 7.9 +2.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.8 12 46 5.1 +0.0
DSI iShares MSCI KLD 400 Social ETF 1.8 25 33 5.1 +0.1
GBUY Goldman Sachs Future Consumer Equity ETF 1.8 75 -17 3.1 -1.9
NULG Nuveen ESG Large-Cap Growth ETF 1.7 26 32 4.4 -0.6
ADIV SmartETFs Asia Pacific Dividend Builder ETF 1.7 78 -20 8.8 +3.8
BKCI BNY Mellon Concentrated International ETF 1.7 80 -22 5.2 +0.2
VNMC Natixis Vaughan Nelson Mid Cap ETF 1.7 85 -27 4.4 -0.6
EUSA iShares MSCI USA Equal Weighted ETF 1.7 9 49 6.2 +1.1
POWA Invesco Bloomberg Pricing Power ETF 1.7 40 18 5.1 +0.1
SUSA iShares MSCI USA ESG Select ETF 1.7 25 33 5.4 +0.3
SPDV AAM S&P 500 High Dividend Value ETF 1.7 29 29 10.5 +5.4
SUSL iShares ESG MSCI USA Leaders ETF 1.7 10 48 5.1 +0.1
CVAR Cultivar ETF 1.7 87 -29 6.9 +1.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.7 18 40 7.6 +2.6
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.7 80 -22 6.5 +1.5
FDLO Fidelity Low Volatility Factor ETF 1.7 15 43 5.5 +0.5
IVES Wedbush ETFMG Global Cloud Technology ETF 1.7 68 -10 1.4 -3.6
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.7 60 -2 5.6 +0.5
PY Principal Value ETF 1.7 15 43 7.6 +2.5
SIZE iShares MSCI USA Size Factor ETF 1.6 15 43 6.0 +1.0
FTC First Trust Large Cap Growth AlphaDEX Fund 1.6 59 -1 2.8 -2.3
AGNG Global X Aging Population ETF 1.6 50 8 4.1 -0.9
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.6 60 -2 6.4 +1.4
SCHV Schwab U.S. Large-Cap Value ETF 1.6 4 54 6.7 +1.7
CSMD Congress SMid Growth ETF 1.6 69 -11 4.2 -0.9
NULC Nuveen ESG Large-Cap ETF 1.6 21 37 5.5 +0.5
FVD First Trust Value Line Dividend Index Fund 1.6 65 -7 6.0 +1.0
REVS Columbia Research Enhanced Value ETF 1.6 19 39 7.7 +2.7
BGIG Bahl & Gaynor Income Growth ETF 1.5 45 13 5.3 +0.2
IWR iShares Russell Midcap ETF 1.5 19 39 5.7 +0.7
IWD iShares Russell 1000 Value ETF 1.5 19 39 6.6 +1.5
ADME Aptus Drawdown Managed Equity ETF 1.5 79 -21 4.3 -0.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.5 7 51 5.2 +0.1
VONV Vanguard Russell 1000 Value ETF 1.5 8 50 6.7 +1.7
PSCF Invesco S&P SmallCap Financials ETF 1.5 29 29 10.2 +5.2
FQAL Fidelity Quality Factor ETF 1.5 15 43 5.9 +0.9
LRGE ClearBridge Large Cap Growth ESG ETF 1.5 59 -1 3.4 -1.7
SPXV ProShares S&P 500 Ex-Health Care ETF 1.5 9 49 5.2 +0.1
SSPY Syntax Stratified LargeCap ETF 1.5 30 28 6.5 +1.4
BLES Inspire Global Hope ETF 1.4 61 -3 6.3 +1.3
PRAY FIS Christian Stock Fund 1.4 69 -11 5.9 +0.8
NUSC Nuveen ESG Small-Cap ETF 1.4 31 27 5.2 +0.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.4 14 44 5.4 +0.4
ILCG iShares Morningstar Growth ETF 1.4 4 54 4.1 -0.9
IJJ iShares S&P Mid-Cap 400 Value ETF 1.4 18 40 8.2 +3.2
TMFC Motley Fool 100 Index ETF 1.4 50 8 4.0 -1.1
MDYV SPDR S&P 400 Mid Cap Value ETF 1.4 15 43 8.2 +3.2
SNPE Xtrackers S&P 500 ESG ETF 1.4 10 48 5.3 +0.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.4 24 34 8.0 +2.9
BKSE BNY Mellon US Small Cap Core Equity ETF 1.3 4 54 5.7 +0.7
ISZE iShares MSCI Intl Size Factor ETF 1.3 30 28 6.6 +1.5
SPXE ProShares S&P 500 Ex-Energy ETF 1.3 9 49 5.3 +0.3
RECS Columbia Research Enhanced Core ETF 1.3 15 43 5.6 +0.6
RNMC First Trust Mid Cap US Equity Select ETF 1.3 60 -2 7.9 +2.8
ESGV Vanguard ESG U.S. Stock ETF 1.3 9 49 5.1 +0.0
SPMV Invesco S&P 500 Minimum Variance ETF 1.3 10 48 5.6 +0.6
VTV Vanguard Value ETF 1.3 4 54 7.0 +2.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.3 15 43 7.6 +2.6
JPIN J.P. Morgan Diversified Return International Equity ETF 1.3 37 21 8.7 +3.7
HOMZ Hoya Capital Housing ETF 1.3 30 28 8.1 +3.1
FNDA Schwab Fundamental US Small Co. Index ETF 1.3 25 33 6.8 +1.8
GDEF Goldman Sachs Defensive Equity ETF 1.3 55 3 4.4 -0.7
GDOC Goldman Sachs Future Health Care Equity ETF 1.3 75 -17 3.2 -1.9
AESR Anfield U.S. Equity Sector Rotation ETF 1.3 108 -50 4.4 -0.7
VCR Vanguard Consumer Discretionary ETF 1.3 10 48 4.7 -0.3
STXG Strive 1000 Growth ETF 1.3 18 40 4.2 -0.8
XVV iShares ESG Screened S&P 500 ETF 1.3 8 50 5.1 +0.1
FLDZ RiverNorth Patriot ETF 1.3 75 -17 5.8 +0.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.3 7 51 5.2 +0.2
SCZ iShares MSCI EAFE Small-Cap ETF 1.3 40 18 0.0 -5.0
FDIS Fidelity MSCI Consumer Discretionary Index ETF 1.3 8 50 4.9 -0.2
IWX iShares Russell Top 200 Value ETF 1.3 20 38 6.5 +1.5
VOTE TCW Transform 500 ETF 1.3 5 53 5.2 +0.2
CATH Global X S&P 500 Catholic Values Custom ETF 1.3 29 29 5.1 +0.1
BKLC BNY Mellon US Large Cap Core Equity ETF 1.3 0 58 5.3 +0.2
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.3 50 8 5.1 +0.1
EUDV ProShares MSCI Europe Dividend Growers ETF 1.3 55 3 5.0 -0.1
EWK iShares MSCI Belgium ETF 1.3 50 8 7.6 +2.6
RFDI First Trust Riverfront Dynamic Developed International ETF 1.3 83 -25 9.0 +3.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.2 24 34 7.8 +2.8
EGUS iShares ESG Aware MSCI USA Growth ETF 1.2 18 40 4.3 -0.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.2 2 56 5.3 +0.2
RXI iShares Global Consumer Discretionary ETF 1.2 41 17 5.5 +0.5
NUMG Nuveen ESG Mid-Cap Growth ETF 1.2 31 27 3.7 -1.3
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 1.2 80 -22 10.0 +4.9
WCEO Hypatia Women CEO ETF 1.2 85 -27 5.2 +0.1
SFY SoFi Select 500 ETF 1.2 0 58 5.2 +0.1
DHS WisdomTree U.S. High Dividend Fund 1.2 38 20 8.8 +3.7
SPAM Themes Cybersecurity ETF 1.2 35 23 2.0 -3.1
IYC iShares U.S. Consumer Discretionary ETF 1.2 40 18 3.8 -1.3
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.2 20 38 5.1 +0.0
IPAC iShares Core MSCI Pacific ETF 1.2 9 49 6.7 +1.6
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.2 15 43 4.9 -0.1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.2 49 9 4.8 -0.3
IVV iShares Core S&P 500 ETF 1.2 3 55 5.3 +0.2
FDMO Fidelity Momentum Factor ETF 1.2 15 43 3.7 -1.3
DMXF iShares ESG Advanced MSCI EAFE ETF 1.2 12 46 5.4 +0.4
SPY SPDR S&P 500 ETF Trust 1.2 9 49 5.2 +0.2
VOO Vanguard S&P 500 ETF 1.2 3 55 5.3 +0.3
SPLG SPDR Portfolio S&P 500 ETF 1.2 2 56 5.3 +0.3
RDIV Invesco S&P Ultra Dividend Revenue ETF 1.2 39 19 10.6 +5.6
JAVA JPMorgan Active Value ETF 1.2 44 14 6.3 +1.3
SCAP InfraCap Small Cap Income ETF 1.2 135 -77 7.2 +2.2
VSLU Applied Finance Valuation Large Cap ETF 1.2 49 9 6.0 +1.0
SCHX Schwab U.S. Large-Cap ETF 1.1 3 55 5.3 +0.2
IYY iShares Dow Jones U.S. ETF 1.1 20 38 5.1 +0.0
VV Vanguard Large-Cap ETF 1.1 4 54 5.2 +0.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.1 17 41 5.4 +0.4
IWB iShares Russell 1000 ETF 1.1 15 43 5.1 +0.1
SCHK Schwab 1000 Index ETF 1.1 5 53 5.3 +0.3
XJH iShares ESG Screened S&P Mid-Cap ETF 1.1 12 46 6.8 +1.8
LCF Touchstone US Large Cap Focused ETF 1.1 69 -11 4.5 -0.5
ILCB iShares Morningstar U.S. Equity ETF 1.1 3 55 5.3 +0.2
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.1 3 55 5.4 +0.4
WOMN Impact Shares YWCA Women's Empowerment ETF 1.1 75 -17 4.9 -0.2
PBUS Invesco MSCI USA ETF 1.1 4 54 5.3 +0.2
VONE Vanguard Russell 1000 ETF 1.1 8 50 5.2 +0.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.1 11 47 5.2 +0.2
ISMD Inspire Small/Mid Cap ETF 1.1 54 4 6.1 +1.0
VPL Vanguard FTSE Pacific ETF 1.1 8 50 7.0 +1.9
SCHB Schwab U.S. Broad Market ETF 1.1 3 55 5.2 +0.2
STRV Strive 500 ETF 1.1 5 53 5.2 +0.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.1 29 29 7.4 +2.3
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.1 15 43 8.7 +3.6
PRF Invesco FTSE RAFI US 1000 ETF 1.1 39 19 7.3 +2.2
IWV iShares Russell 3000 ETF 1.1 20 38 5.0 -0.0
MGK Vanguard Mega Cap Growth ETF 1.1 7 51 4.4 -0.6
JMOM JPMorgan U.S. Momentum Factor ETF 1.1 12 46 4.8 -0.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.1 3 55 5.1 +0.1
VTI Vanguard Total Stock Market ETF 1.1 3 55 5.1 +0.1
IJS iShares S&P Small-Cap 600 Value ETF 1.1 18 40 9.3 +4.3
SLYV SPDR S&P 600 Small Cap Value ETF 1.1 15 43 9.4 +4.3
RVRB Reverb ETF 1.1 30 28 5.0 -0.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.1 7 51 5.8 +0.7
DMDV AAM S&P Developed Markets High Dividend Value ETF 1.1 39 19 12.7 +7.6
HDUS Hartford Disciplined US Equity ETF 1.1 19 39 6.2 +1.2
KOKU Xtrackers MSCI Kokusai Equity ETF 1.1 9 49 5.5 +0.5
VTHR Vanguard Russell 3000 ETF 1.1 10 48 5.1 +0.1
PFM Invesco Dividend Achievers ETF 1.1 53 5 5.7 +0.7
VTWV Vanguard Russell 2000 Value ETF 1.1 15 43 5.8 +0.8
STXK Strive Small-Cap ETF 1.1 18 40 5.5 +0.5
XMLV Invesco S&P MidCap Low Volatility ETF 1.1 25 33 6.9 +1.8
EWI iShares MSCI Italy ETF 1.1 50 8 8.2 +3.1
NACP Impact Shares NAACP Minority Empowerment ETF 1.1 49 9 5.0 -0.1
IWN iShares Russell 2000 Value ETF 1.1 24 34 5.6 +0.6
SMDV ProShares Russell 2000 Dividend Growers ETF 1.1 40 18 7.2 +2.2
RAFE PIMCO RAFI ESG U.S. ETF 1.1 29 29 7.2 +2.1
MDY SPDR S&P Midcap 400 ETF Trust 1.1 23 35 6.8 +1.7
GGRW Gabelli Growth Innovators ETF 1.1 90 -32 2.3 -2.7
FOVL iShares Focused Value Factor ETF 1.0 25 33 10.1 +5.1
ROUS Hartford Multifactor US Equity ETF 1.0 19 39 6.4 +1.4
DES WisdomTree U.S. SmallCap Dividend Fund 1.0 38 20 8.1 +3.1
DIVB iShares Core Dividend ETF 1.0 5 53 8.0 +3.0
IJH iShares Core S&P Mid-Cap ETF 1.0 5 53 6.9 +1.9
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.0 3 55 7.0 +1.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.0 35 23 4.8 -0.2
RFFC ALPS Active Equity Opportunity ETF 1.0 48 10 4.5 -0.5
IVOO Vanguard S&P Mid-Cap 400 ETF 1.0 10 48 6.9 +1.9
GINN Goldman Sachs Innovate Equity ETF 1.0 52 6 2.7 -2.3
FNK First Trust Mid Cap Value AlphaDEX Fund 1.0 70 -12 9.2 +4.1
IWL iShares Russell Top 200 ETF 1.0 15 43 5.0 -0.0
DTEC ALPS Disruptive Technologies ETF 1.0 50 8 3.3 -1.8
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 1.0 58 0 4.8 -0.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.0 15 43 7.1 +2.0
VUG Vanguard Growth ETF 1.0 4 54 4.3 -0.8
TOK iShares MSCI Kokusai ETF 1.0 26 32 5.3 +0.2
IETC iShares U.S. Tech Independence Focused ETF 1.0 18 40 4.4 -0.6
AFMC First Trust Active Factor Mid Cap ETF 1.0 65 -7 7.5 +2.5
JHML John Hancock Multifactor Large Cap ETF 1.0 29 29 5.6 +0.6
MGC Vanguard Mega Cap ETF 1.0 7 51 5.1 +0.1
OALC OneAscent Large Cap Core ETF 1.0 86 -28 5.9 +0.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.0 25 33 5.7 +0.6
SCHM Schwab U.S. Mid-Cap ETF 1.0 4 54 6.3 +1.3
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -48 8.9 +3.8
FNDC Schwab Fundamental International Small Co. Index ETF 1.0 39 19 6.9 +1.9
IEUS iShares MSCI Europe Small-Cap ETF 1.0 42 16 0.0 -5.0
FSMD Fidelity Small-Mid Multifactor ETF 1.0 15 43 7.6 +2.6
URTH iShares MSCI World ETF 1.0 24 34 5.4 +0.4
VBK Vanguard Small-Cap Growth ETF 1.0 7 51 1.5 -3.6
JHMM John Hancock Multifactor Mid Cap ETF 1.0 42 16 6.6 +1.6
EWD iShares MSCI Sweden ETF 1.0 54 4 6.0 +0.9
JIG JPMorgan International Growth ETF 1.0 55 3 4.3 -0.7
SFYF SoFi Social 50 ETF 1.0 29 29 -2.6 -7.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.9 45 13 4.7 -0.3
ONEY SPDR Russell 1000 Yield Focus ETF 0.9 20 38 10.0 +4.9
SHE SPDR MSCI USA Gender Diversity ETF 0.9 20 38 5.0 -0.1
FMIL Fidelity New Millennium ETF 0.9 59 -1 4.3 -0.7
ZECP Zacks Earnings Consistent Portfolio ETF 0.9 55 3 5.0 -0.1
LVHI Franklin International Low Volatility High Dividend Index ET 0.9 40 18 10.2 +5.1
MGV Vanguard Mega Cap Value ETF 0.9 7 51 6.8 +1.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.9 32 26 5.2 +0.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 38 5.6 +0.6
TRFM AAM Transformers ETF 0.9 49 9 1.3 -3.8
IQLT iShares MSCI Intl Quality Factor ETF 0.9 30 28 5.7 +0.7
OGIG ALPS O'Shares Global Internet Giants ETF 0.9 48 10 0.5 -4.6
YALL God Bless America ETF 0.9 65 -7 3.6 -1.4
ACWI iShares MSCI ACWI ETF 0.9 32 26 5.5 +0.4
VT Vanguard Total World Stock ETF 0.9 7 51 5.8 +0.8
IQSI IQ Candriam International Equity ETF 0.9 15 43 6.4 +1.4
SRET Global X SuperDividend REIT ETF 0.9 59 -1 10.1 +5.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.9 64 -6 2.1 -3.0
KRMA Global X Conscious Companies ETF 0.9 43 15 5.8 +0.8
IWY iShares Russell Top 200 Growth ETF 0.9 20 38 4.9 -0.2
ILCV iShares Morningstar Value ETF 0.9 4 54 6.7 +1.7
QVML Invesco S&P 500 QVM Multi-factor ETF 0.8 11 47 5.2 +0.2
SCHC Schwab International Small-Cap Equity ETF 0.8 11 47 6.4 +1.4
EQWL Invesco S&P 100 Equal Weight ETF 0.8 25 33 6.8 +1.7
ESGG FlexShares STOXX Global ESG Select Index Fund 0.8 42 16 5.1 +0.1
DIM WisdomTree International MidCap Dividend Fund 0.8 58 0 7.7 +2.6
VB Vanguard Small-Cap ETF 0.8 5 53 5.4 +0.3
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.8 24 34 8.6 +3.5
ISCB iShares Morningstar Small-Cap ETF 0.8 4 54 5.3 +0.3
ISCV iShares Morningstar Small Cap Value ETF 0.8 6 52 8.1 +3.1
SFYX SoFi Next 500 ETF 0.8 0 58 5.6 +0.6
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 29 5.2 +0.2
ISCG iShares Morningstar Small-Cap Growth ETF 0.8 6 52 2.5 -2.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.8 4 54 6.1 +1.1
FDWM Fidelity Women's Leadership ETF 0.8 59 -1 4.8 -0.3
EFG iShares MSCI EAFE Growth ETF 0.8 36 22 4.1 -1.0
FEX First Trust Large Cap Core AlphaDEX Fund 0.8 59 -1 5.6 +0.5
RNSC Furst Trust Small Cap US Equity Select ETF 0.8 60 -2 8.4 +3.4
FKU First Trust United Kingdom AlphaDEX Fund 0.8 80 -22 7.5 +2.5
IWF iShares Russell 1000 Growth ETF 0.8 19 39 4.7 -0.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.8 9 49 4.0 -1.1
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.8 60 -2 6.7 +1.6
VONG Vanguard Russell 1000 Growth ETF 0.8 8 50 4.8 -0.2
FDRR Fidelity Dividend ETF for Rising Rates 0.8 15 43 7.9 +2.9
SCJ iShares MSCI Japan Small-Cap ETF 0.8 50 8 6.4 +1.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.8 15 43 6.4 +1.4
RAYD Rayliant Quantitative Developed Market Equity ETF 0.8 80 -22 4.5 -0.5
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.8 58 0 9.1 +4.0
CGGR Capital Group Growth ETF 0.8 39 19 3.5 -1.6
CZA Invesco Zacks Mid-Cap ETF 0.8 72 -14 6.3 +1.3
EPS WisdomTree U.S. LargeCap Fund 0.8 8 50 6.3 +1.2
SPHQ Invesco S&P 500 Quality ETF 0.7 15 43 5.4 +0.4
VBR Vanguard Small Cap Value ETF 0.7 7 51 8.2 +3.1
EWH iShares MSCI Hong Kong ETF 0.7 50 8 7.0 +1.9
FLHK Franklin FTSE Hong Kong ETF 0.7 9 49 7.4 +2.4
IEFA iShares Core MSCI EAFE ETF 0.7 7 51 2.7 -2.3
SCHG Schwab U.S. Large-Cap Growth ETF 0.7 4 54 4.3 -0.7
JHSC John Hancock Multifactor Small Cap ETF 0.7 42 16 6.2 +1.2
VLU SPDR S&P 1500 Value Tilt ETF 0.7 12 46 7.1 +2.1
FBCG Fidelity Blue Chip Growth ETF 0.7 59 -1 2.6 -2.5
HFXI IQ FTSE International Equity Currency Neutral ETF 0.7 20 38 6.8 +1.8
DEUS Xtrackers Russell US Multifactor ETF 0.7 17 41 7.1 +2.1
STXV Strive 1000 Value ETF 0.7 18 40 7.8 +2.8
GSID Goldman Sachs MarketBeta International Equity ETF 0.7 20 38 6.7 +1.6
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.7 15 43 5.8 +0.8
FAB First Trust Multi Cap Value AlphaDEX Fund 0.7 67 -9 9.2 +4.2
IJK iShares S&P Mid-Cap 400 Growth ETF 0.7 17 41 5.8 +0.8
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.7 12 46 4.5 -0.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.7 18 40 6.3 +1.3
FBCV Fidelity Blue Chip Value ETF 0.7 59 -1 7.1 +2.0
QUAL iShares MSCI USA Quality Factor ETF 0.7 15 43 5.5 +0.5
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.7 20 38 6.3 +1.2
VEA Vanguard FTSE Developed Markets ETF 0.7 5 53 7.0 +2.0
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.7 14 44 6.2 +1.1
FNDB Schwab Fundamental US Broad Market Index ETF 0.7 25 33 7.1 +2.1
IDEV iShares Core MSCI International Developed Markets ETF 0.7 4 54 6.7 +1.7
VOT Vanguard Mid-Cap Growth ETF 0.7 7 51 4.2 -0.9
KLDW Knowledge Leaders Developed World ETF 0.6 75 -17 4.9 -0.1
MAGA Point Bridge America First ETF 0.6 72 -14 6.3 +1.3
FYT First Trust Small Cap Value AlphaDEX Fund 0.6 73 -15 11.7 +6.7
FVAL Fidelity Value Factor ETF 0.6 15 43 7.5 +2.4
ONEQ Fidelity Nasdaq Composite Index ETF 0.6 21 37 3.9 -1.2
VSGX Vanguard ESG International Stock ETF 0.6 12 46 6.8 +1.8
ONEO SPDR Russell 1000 Momentum Focus ETF 0.6 20 38 7.1 +2.1
VXF Vanguard Extended Market ETF 0.6 6 52 3.9 -1.1
APUE ActivePassive U.S. Equity ETF 0.6 45 13 5.0 -0.0
LRGF iShares U.S. Equity Factor ETF 0.6 8 50 5.8 +0.8
BKIE BNY Mellon International Equity ETF 0.6 4 54 6.9 +1.8
EFA iShares MSCI EAFE ETF 0.6 35 23 6.4 +1.3
SCHF Schwab International Equity ETF 0.6 6 52 7.0 +2.0
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.6 36 22 6.4 +1.4
ETHO Etho Climate Leadership U.S. ETF 0.6 47 11 4.1 -1.0
SCHA Schwab U.S. Small-Cap ETF 0.6 4 54 4.9 -0.2
FNDX Schwab Fundamental US Large Co. Index ETF 0.6 25 33 7.1 +2.1
XJR iShares ESG Screened S&P Small-Cap ETF 0.6 12 46 7.8 +2.7
JIRE JPMorgan International Research Enhanced Equity ETF 0.6 24 34 6.7 +1.7
GVAL Cambria Global Value ETF 0.6 68 -10 12.4 +7.3
IUSG iShares Core S&P U.S. Growth ETF 0.6 4 54 4.6 -0.4
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.6 15 43 6.3 +1.3
IVW iShares S&P 500 Growth ETF 0.6 18 40 4.5 -0.6
SPYG SPDR Portfolio S&P 500 Growth ETF 0.6 4 54 4.6 -0.4
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.6 7 51 6.5 +1.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.6 29 29 6.3 +1.2
CGUS Capital Group Core Equity ETF 0.6 33 25 4.7 -0.4
SMLE Xtrackers S&P SmallCap 600 ESG ETF 0.6 15 43 7.6 +2.5
QDEF FlexShares Quality Dividend Defensive Index Fund 0.6 37 21 4.8 -0.2
FCPI Fidelity Stocks for Inflation ETF 0.6 15 43 8.6 +3.6
ESIX SPDR S&P SmallCap 600 ESG ETF 0.6 12 46 7.8 +2.8
IEDI iShares U.S. Consumer Focused ETF 0.6 18 40 5.0 -0.1
FNX First Trust Mid Cap Core AlphaDEX Fund 0.6 60 -2 6.0 +1.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.6 15 43 8.2 +3.2
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.6 25 33 8.8 +3.8
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 0.6 35 23 5.4 +0.4
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.6 61 -3 5.0 -0.0
VIOO Vanguard S&P Small-Cap 600 ETF 0.6 10 48 7.8 +2.8
HLAL Wahed FTSE USA Shariah ETF 0.6 50 8 5.0 -0.1
WWJD Inspire International ETF 0.6 80 -22 7.1 +2.1
IQDG WisdomTree International Quality Dividend Growth Fund 0.6 42 16 5.8 +0.8
ACTV LeaderShares Activist Leaders ETF 0.6 75 -17 8.1 +3.1
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.6 58 0 5.6 +0.5
SNPG Xtrackers S&P 500 Growth ESG ETF 0.6 15 43 4.8 -0.3
EWU iShares MSCI United Kingdom ETF 0.6 50 8 7.8 +2.8
VTWO Vanguard Russell 2000 ETF 0.5 10 48 3.9 -1.2
SQEW LeaderShares Equity Skew ETF 0.5 81 -23 6.1 +1.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.5 9 49 5.7 +0.7
XSLV Invesco S&P SmallCap Low Volatility ETF 0.5 25 33 6.9 +1.8
NETL NETLease Corporate Real Estate ETF 0.5 60 -2 9.7 +4.6
SMCP AlphaMark Actively Managed Small Cap ETF 0.5 90 -32 6.8 +1.8
KBWY Invesco KBW Premium Yield Equity REIT ETF 0.5 35 23 20.0 +15.0
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.5 3 55 8.2 +3.2
IJR iShares Core S&P Small Cap ETF 0.5 6 52 8.2 +3.2
FTA First Trust Large Cap Value AlphaDEX Fund 0.5 59 -1 8.2 +3.1
DON WisdomTree U.S. MidCap Dividend Fund 0.5 38 20 8.6 +3.6
QQQ Invesco QQQ Trust Series I 0.5 20 38 4.6 -0.4
QQQM Invesco NASDAQ 100 ETF 0.5 15 43 4.7 -0.4
JQUA JPMorgan U.S. Quality Factor ETF 0.5 12 46 5.7 +0.7
FLGB Franklin FTSE United Kingdom ETF 0.5 9 49 8.3 +3.3
SMMD iShares Russell 2500 ETF 0.5 15 43 6.0 +1.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.5 65 -7 3.8 -1.2
IWM iShares Russell 2000 ETF 0.5 19 39 3.6 -1.4
SMLF iShares U.S. SmallCap Equity Factor ETF 0.5 15 43 5.8 +0.8
AIVI WisdomTree International AI Enhanced Value Fund 0.5 58 0 8.0 +3.0
FLEU Franklin FTSE Eurozone ETF 0.5 9 49 6.7 +1.7
SPDW SPDR Portfolio Developed World ex-US ETF 0.5 3 55 6.9 +1.9
VXUS Vanguard Total International Stock ETF 0.5 7 51 7.1 +2.1
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.5 39 19 7.3 +2.3
RPV Invesco S&P 500 Pure Value ETF 0.5 35 23 9.9 +4.8
VFQY Vanguard U.S. Quality Factor ETF 0.5 13 45 7.2 +2.2
IXP iShares Global Comm Services ETF 0.5 42 16 5.3 +0.3
IXUS iShares Core MSCI Total International Stock ETF 0.5 7 51 6.9 +1.9
QGRO American Century U.S. Quality Growth ETF 0.5 29 29 5.8 +0.8
VEU Vanguard FTSE All-World ex-US Index Fund 0.5 8 50 7.2 +2.1
FUNL CornerCap Fundametrics Large-Cap ETF 0.5 50 8 7.0 +1.9
IEUR iShares Core MSCI Europe ETF 0.5 11 47 -1.3 -6.4
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.5 45 13 6.2 +1.2
ROSC Hartford Multifactor Small Cap ETF 0.5 34 24 10.1 +5.1
ESGD iShares ESG Aware MSCI EAFE ETF 0.5 20 38 6.3 +1.3
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.5 20 38 8.0 +2.9
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.5 29 29 8.8 +3.7
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.5 60 -2 5.0 -0.0
VGK Vanguard FTSE Europe ETF 0.5 11 47 6.8 +1.8
HLGE Hartford Longevity Economy ETF 0.5 44 14 6.6 +1.6
AFSM First Trust Active Factor Small Cap ETF 0.5 75 -17 7.6 +2.6
FYX First Trust Small Cap Core AlphaDEX Fund 0.4 61 -3 7.2 +2.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.4 20 38 6.7 +1.7
SPEU SPDR Portfolio Europe ETF 0.4 7 51 6.6 +1.5
BBEU JPMorgan BetaBuilders Europe ETF 0.4 9 49 6.7 +1.7
EFV iShares MSCI EAFE Value ETF 0.4 34 24 9.1 +4.1
VFMF Vanguard U.S. Multifactor ETF 0.4 18 40 8.7 +3.6
CGXU Capital Group International Focus Equity ETF 0.4 54 4 4.1 -0.9
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.4 30 28 7.6 +2.6
QLC FlexShares US Quality Large Cap Index Fund 0.4 25 33 5.6 +0.6
QQMG Invesco ESG NASDAQ 100 ETF 0.4 20 38 4.7 -0.3
EZU iShares MSCI Eurozone ETF 0.4 52 6 6.2 +1.1
TTAC FCF US Quality ETF 0.4 59 -1 6.5 +1.5
VOOG Vanguard S&P 500 Growth ETF 0.4 10 48 5.5 +0.4
AUSF Global X Adaptive U.S. Factor ETF 0.4 27 31 9.0 +3.9
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.4 46 12 6.3 +1.3
EWJV iShares MSCI Japan Value ETF 0.4 15 43 9.0 +3.9
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.4 39 19 7.6 +2.6
PSC Principal U.S. Small-Cap ETF 0.4 38 20 6.6 +1.5
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.4 12 46 7.3 +2.3
IWP iShares Russell Mid-Cap Growth ETF 0.4 23 35 3.8 -1.2
ACWX iShares MSCI ACWI ex U.S. ETF 0.4 34 24 6.7 +1.7
FLEE Franklin FTSE Europe ETF 0.4 9 49 6.8 +1.8
JHMD John Hancock Multifactor Developed International ETF 0.4 39 19 7.4 +2.4
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.4 25 33 11.1 +6.0
USVT US Value ETF 0.4 49 9 11.3 +6.3
NUDM Nuveen ESG International Developed Markets Equity ETF 0.4 31 27 6.4 +1.4
EZM WisdomTree U.S. MidCap Fund 0.4 38 20 8.2 +3.1
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.4 41 17 6.7 +1.6
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.4 32 26 5.7 +0.6
DLS WisdomTree International SmallCap Dividend Fund 0.4 58 0 8.8 +3.8
IQDE FlexShares International Quality Dividend Defensive Index ET 0.4 47 11 10.7 +5.6
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 0.4 80 -22 5.4 +0.3
GSPY Gotham Enhanced 500 ETF 0.4 50 8 5.3 +0.3
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.4 35 23 10.5 +5.4
SVAL iShares US Small Cap Value Factor ETF 0.4 20 38 11.4 +6.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.4 9 49 5.8 +0.8
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 0.4 50 8 7.9 +2.8
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.4 35 23 6.4 +1.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.4 75 -17 4.7 -0.3
HKND Humankind US Stock ETF 0.4 11 47 7.0 +1.9
IMTM iShares MSCI Intl Momentum Factor ETF 0.4 30 28 6.8 +1.8
SMDY Syntax Stratified MidCap ETF 0.4 35 23 6.3 +1.3
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.4 35 23 7.5 +2.4
ISCF iShares International SmallCap Equity Factor ETF 0.4 23 35 8.8 +3.7
RWL Invesco S&P 500 Revenue ETF 0.4 39 19 6.6 +1.6
FLAX Franklin FTSE Asia Ex Japan ETF 0.4 19 39 7.2 +2.1
LRND IQ U.S. Large Cap R&D Leaders ETF 0.3 14 44 6.3 +1.3
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.3 20 38 6.9 +1.9
IMFL Invesco International Developed Dynamic Multifactor ETF 0.3 34 24 10.6 +5.6
GLOF iShares Global Equity Factor ETF 0.3 20 38 7.1 +2.0
IOO iShares Global 100 ETF 0.3 41 17 4.8 -0.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.3 30 28 8.0 +3.0
IEV iShares Europe ETF 0.3 67 -9 6.1 +1.0
FLJP Franklin FTSE Japan ETF 0.3 9 49 7.1 +2.1
HELX Franklin Genomic Advancements ETF 0.3 50 8 1.7 -3.3
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.3 45 13 8.5 +3.4
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.3 40 18 7.8 +2.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.3 29 29 9.1 +4.1
CWI SPDR MSCI ACWI ex-US ETF 0.3 30 28 6.8 +1.8
DTH WisdomTree International High Dividend Fund 0.3 58 0 10.1 +5.1
FLQL Franklin LibertyQ U.S. Equity ETF 0.3 15 43 6.0 +1.0
OEF iShares S&P 100 ETF 0.3 20 38 5.0 -0.0
FLJH Franklin FTSE Japan Hedged ETF 0.3 9 49 6.9 +1.9
DIVI Franklin International Core Dividend Tilt Index ETF 0.3 9 49 8.0 +3.0
NANC Unusual Whales Subversive Democratic Trading ETF 0.3 75 -17 3.8 -1.3
IUS Invesco RAFI Strategic US ETF 0.3 19 39 7.3 +2.2
TPIF Timothy Plan International ETF 0.3 62 -4 6.7 +1.7
QUS SPDR MSCI USA StrategicFactors ETF 0.3 15 43 6.1 +1.0
BFOR ALPS Barron's 400 ETF 0.3 65 -7 6.6 +1.5
DWM WisdomTree International Equity Fund 0.3 48 10 7.8 +2.8
VIDI Vident International Equity Strategy ETF 0.2 61 -3 11.9 +6.9
QWLD SPDR MSCI World StrategicFactors ETF 0.2 30 28 6.1 +1.0
JVAL JPMorgan U.S. Value Factor ETF 0.2 12 46 8.4 +3.3
SSLY Syntax Stratified SmallCap ETF 0.2 40 18 7.5 +2.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.2 19 39 6.5 +1.5
EWJ iShares MSCI Japan ETF 0.2 50 8 6.7 +1.7
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.2 70 -12 6.3 +1.2
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 0.2 51 7 6.8 +1.8
SPXN ProShares S&P 500 Ex-Financials ETF 0.2 9 49 5.3 +0.2
CIL VictoryShares International Volatility Wtd ETF 0.2 45 13 6.9 +1.8
WRND IQ Global Equity R&D Leaders ETF 0.2 18 40 7.2 +2.1
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.2 47 11 6.6 +1.5
JGRO JPMorgan Active Growth ETF 0.2 44 14 3.4 -1.6
BBJP JPMorgan BetaBuilders Japan ETF 0.2 19 39 7.1 +2.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.2 20 38 4.5 -0.5
DFAI Dimensional International Core Equity Market ETF 0.2 18 40 6.9 +1.9
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 19 8.7 +3.7
DFSI Dimensional International Sustainability Core 1 ETF 0.2 24 34 6.2 +1.2
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.2 30 28 6.8 +1.8
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.1 39 19 9.4 +4.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.1 70 -12 1.8 -3.2
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 33 7.4 +2.4
DFUS Dimensional U.S. Equity ETF 0.1 9 49 5.1 +0.1
INTF iShares International Equity Factor ETF 0.1 15 43 7.8 +2.8
PKW Invesco Buyback Achievers ETF 0.1 62 -4 7.1 +2.1
AVUS Avantis U.S. Equity ETF 0.1 15 43 6.0 +1.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.1 39 19 4.5 -0.5
DFIS Dimensional International Small Cap ETF 0.1 39 19 6.7 +1.7
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.1 40 18 5.9 +0.9
CFA VictoryShares US 500 Volatility Wtd ETF 0.1 35 23 6.0 +0.9
GXC SPDR S&P China ETF 0.1 59 -1 9.0 +4.0
DFSU Dimensional US Sustainability Core 1 ETF 0.1 18 40 5.7 +0.7
DFAU Dimensional US Core Equity Market ETF 0.1 12 46 5.4 +0.3
ACWV iShares MSCI Global Min Vol Factor ETF 0.1 20 38 6.7 +1.7
DFIC Dimensional International Core Equity 2 ETF 0.1 23 35 7.4 +2.4
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.1 80 -22 10.8 +5.7
SPMO Invesco S&P 500 Momentum ETF 0.1 13 45 3.7 -1.3
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.1 25 33 7.7 +2.7
DGRW WisdomTree US Quality Dividend Growth Fund 0.1 28 30 6.2 +1.1
IDMO Invesco S&P International Developed Momentum ETF 0.1 25 33 7.0 +1.9
DOL WisdomTree International LargeCap Dividend Fund 0.1 48 10 7.7 +2.7
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.1 25 33 7.4 +2.3
EFAV iShares MSCI EAFE Min Vol Factor ETF 0.1 22 36 6.2 +1.2
EES WisdomTree U.S. SmallCap Fund 0.1 38 20 10.3 +5.3
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 28 7.8 +2.7
IVLU iShares MSCI Intl Value Factor ETF 0.1 30 28 10.6 +5.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 33 6.1 +1.0
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.1 32 26 6.3 +1.2
AVDE Avantis International Equity ETF 0.1 23 35 7.9 +2.8
VFMO Vanguard U.S. Momentum Factor ETF 0.1 13 45 2.8 -2.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.1 60 -2 4.1 -1.0
KRUZ Unusual Whales Subversive Republican Trading ETF 0.0 75 -17 4.9 -0.1
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 33 9.1 +4.0
DFIV Dimensional International Value ETF 0.0 27 31 9.8 +4.8
DFAC Dimensional U.S. Core Equity 2 ETF 0.0 17 41 5.7 +0.6
JSTC Adasina Social Justice All Cap Global ETF 0.0 89 -31 4.8 -0.3
VYMI Vanguard International High Dividend Yield ETF 0.0 22 36 9.7 +4.7
RODE Hartford Multifactor Diversified International ETF 0.0 29 29 11.5 +6.5
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 51 7.5 +2.5
DISV Dimensional International Small Cap Value ETF 0.0 42 16 9.2 +4.2
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 8 4.9 -0.1

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

  2019 2020 2021 2022 2023 2024E 2025E
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
  2023 2024E 2025E
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:

OVERWEIGHT
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 9.0 %
Divided by: Fwd. P/BV 1.6 x
Less: Expense ratio 58 bp
Equals: ALTAR Score 5.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.51 CATEGORY
AVERAGE		 1.50
 
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.