WisdomTree New Economy Real Estate Fund
ALTAR
Score™
4.8% info Recommen-
dation
NEUTRAL
2024E    2025E
P/E
ratio
18.9x P/Sales
ratio
6.4x
P/BV
ratio
1.7x Div.
yield
3.4%


  • 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) $19
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 50
Wgt avg mkt cap (mns) $28,802
Large cap (>$10bn) 63.2%
Mid cap ($2-10bn) 34.6%
Small cap (<$2bn) 2.3%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
GOODMAN GROUP 6.3 %
IRON MOUNTAIN INC 6.0 %
VENTAS INC 5.4 %
CELLNEX TELECOM S.A. 4.9 %
EQUINIX INC 4.7 %
CROWN CASTLE INTL CORP 4.5 %
PROLOGIS INC 4.5 %
DIGITAL REALTY TRUST INC 4.4 %
AMERICAN TOWER CORP-CL A 4.4 %
AIRBNB, INC. CLASS A 4.3 %
Total 49.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 63.2 %
AUSTRALIA 8.6 %
BRITAIN 6.2 %
SINGAPORE 5.4 %
SPAIN 4.9 %
JAPAN 3.9 %
CANADA 2.2 %
BELGIUM 1.3 %
ITALY 1.1 %
HONG KONG 0.8 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru January 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-4.5% -1.0% -- -- 2.3%

Market Correlations
versus... Beta R-squared
S&P500 1.26 82%
MSCI EAFE 1.26 92%
MSCI Emg. Mkts. 0.99 77%

Technical Indicators
Recent close $17.46
30d moving avg. $16.71
Annualized volatility 25.9%
Short interest (ETF) 0.0%
Relative strength (RSI) 73

Liquidity measures
Avg. volume (thou.) 5
Turnover 0.5%
Bid/Ask (% of price) 0.37%
ADV underlying (mns) $4,566

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 650 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™: 4.8%


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 51.6 60 -2 7.5 +2.7
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 48.5 60 -2 3.5 -1.3
DFGR Dimensional Global Real Estate ETF 34.6 22 36 6.7 +2.0
PSR Invesco Active U.S. Real Estate Fund 34.5 35 23 7.3 +2.6
SRVR Pacer Data & Infrastructure Real Estate ETF 34.0 55 3 2.7 -2.1
AVRE Avantis Real Estate ETF 33.7 17 41 6.3 +1.6
JPRE JPMorgan Realty Income ETF 33.4 50 8 6.5 +1.7
BYRE Principal Real Estate Active Opportunities ETF 33.0 65 -7 5.9 +1.1
DFAR Dimensional US Real Estate ETF 32.7 19 39 6.9 +2.2
SCHH Schwab U.S. REIT ETF 32.3 7 51 7.2 +2.4
IYR iShares U.S. Real Estate ETF 31.8 40 18 6.7 +1.9
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 31.6 40 18 6.8 +2.1
XLRE Real Estate Select Sector SPDR Fund 31.6 9 49 6.5 +1.8
FPRO Fidelity Real Estate Investment ETF 31.1 59 -1 5.6 +0.8
FREL Fidelity MSCI Real Estate Index ETF 30.9 8 50 6.9 +2.1
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 30.6 75 -17 4.7 -0.1
IVRA Invesco Real Assets ESG ETF 30.1 59 -1 7.3 +2.5
ICF iShares Cohen & Steers REIT ETF 29.6 33 25 6.4 +1.7
VNQ Vanguard Real Estate ETF 28.7 12 46 6.8 +2.1
CRED Columbia Research Enhanced Real Estate ETF 27.4 33 25 7.3 +2.5
ERET iShares Environmentally Aware Real Estate ETF 26.1 30 28 6.9 +2.1
INDS Pacer Industrial Real Estate ETF 25.2 55 3 5.5 +0.8
RWO SPDR Dow Jones Global Real Estate ETF 25.1 50 8 6.4 +1.7
REET iShares Global REIT ETF 24.5 14 44 6.9 +2.1
USRT iShares Core U.S. REIT ETF 24.4 8 50 7.1 +2.3
FRI First Trust S&P REIT Index Fund 24.4 50 8 6.7 +1.9
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 24.4 11 47 7.1 +2.4
PPTY US Diversified Real Estate ETF 24.3 53 5 6.7 +1.9
RWR SPDR Dow Jones REIT ETF 23.5 25 33 6.8 +2.0
VPN Global X Data Center REITs & Digital Infrastructure ETF 23.4 50 8 2.1 -2.7
RITA ETFB Green SRI REITs ETF 23.2 50 8 5.9 +1.1
BLLD JPMorgan Sustainable Infrastructure ETF 22.9 49 9 6.3 +1.5
SPRE SP Funds S&P Global REIT Sharia ETF 22.2 55 3 4.9 +0.2
IGN iShares North American Tech-Multimedia Networking ETF 21.4 41 17 7.9 +3.1
GQRE FlexShares Global Quality Real Estate Index Fund 21.1 45 13 6.6 +1.8
RWX SPDR Dow Jones International Real Estate ETF 19.3 59 -1 6.3 +1.5
WPS iShares International Developed Property ETF 16.3 48 10 6.9 +2.2
JRE Janus Henderson U.S. Real Estate ETF 15.8 65 -7 6.2 +1.4
REAI Intelligent Real Estate ETF 15.5 59 -1 7.4 +2.7
IQRA IQ CBRE Real Assets ETF 15.0 65 -7 5.7 +1.0
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 14.4 10 48 8.0 +3.2
IFGL iShares International Developed Real Estate ETF 14.3 48 10 7.0 +2.3
RDOG ALPS REIT Dividend Dogs ETF 13.4 35 23 13.6 +8.8
VNQI Vanguard Global ex-U.S. Real Estate ETF 13.1 12 46 8.4 +3.7
IDAT iShares Future Cloud 5G and Tech ETF 10.3 47 11 4.2 -0.6
TMFG Motley Fool Global Opportunities ETF 10.3 85 -27 3.3 -1.5
GLIF AGF Global Infrastructure ETF 7.5 45 13 5.6 +0.9
SPYD SPDR Portfolio S&P 500 High Dividend ETF 7.4 7 51 9.6 +4.9
NXTG First Trust Indxx NextG ETF 7.3 70 -12 5.8 +1.0
ERTH Invesco MSCI Sustainable Future ETF 7.1 62 -4 3.5 -1.3
TXS Texas Capital Texas Equity Index ETF 7.1 49 9 5.6 +0.8
REZ iShares Residential and Multisector Real Estate ETF 6.9 48 10 6.3 +1.5
KNCT Invesco Next Gen Connectivity ETF 6.5 40 18 5.5 +0.8
XDAT Franklin Exponential Data ETF 6.4 50 8 2.5 -2.3
BLDG Cambria Global Real Estate ETF 6.3 60 -2 9.2 +4.4
FCLD Fidelity Cloud Computing ETF 6.0 39 19 2.2 -2.5
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 5.8 47 11 5.6 +0.9
RIET Hoya Capital High Dividend Yield ETF 5.8 50 8 14.3 +9.5
NUDV Nuveen ESG Dividend ETF 5.8 26 32 7.5 +2.7
ICAP InfraCap Equity Income Fund ETF 5.7 171 -113 6.8 +2.0
BIBL Inspire 100 ETF 5.6 35 23 4.7 -0.1
TMFM Motley Fool Mid-Cap Growth ETF 5.5 85 -27 3.0 -1.8
VRAI Virtus Real Asset Income ETF 5.3 55 3 8.7 +3.9
FMET Fidelity Metaverse ETF 5.2 39 19 4.1 -0.7
BWEB Bitwise Web3 ETF 4.7 85 -27 0.9 -3.9
RBLD First Trust Alerian US NextGen Infrastructure ETF 4.7 65 -7 5.2 +0.4
FIVG Defiance Next Gen Connectivity ETF 4.6 30 28 6.2 +1.5
NUMV Nuveen ESG Mid-Cap Value ETF 4.5 31 27 7.5 +2.7
EWP iShares MSCI Spain ETF 4.5 50 8 9.0 +4.2
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 4.4 79 -21 6.2 +1.5
DARP Grizzle Growth ETF 4.3 75 -17 5.0 +0.3
JRNY ALPS Global Travel Beneficiaries ETF 4.3 65 -7 0.5 -4.3
PTEC Global X PropTech ETF 4.3 50 8 1.5 -3.3
FPX First Trust US Equity Opportunities ETF 4.3 61 -3 0.6 -4.2
PEJ Invesco Leisure and Entertainment ETF 4.3 58 0 -0.4 -5.2
AWAY ETFMG Travel Tech ETF 4.3 76 -18 -3.7 -8.5
NZUS SPDR MSCI USA Climate Paris Aligned ETF 4.3 10 48 4.6 -0.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 4.3 10 48 4.5 -0.2
IGPT Invesco AI and Next Gen Software ETF 4.1 60 -2 3.4 -1.4
SSPX Janus Henderson U.S. Sustainable Equity ETF 4.1 55 3 4.1 -0.7
BUYZ Franklin Disruptive Commerce ETF 3.9 50 8 1.8 -3.0
SPMV Invesco S&P 500 Minimum Variance ETF 3.9 10 48 5.5 +0.8
FFND Future Fund Active ETF 3.8 100 -42 0.2 -4.6
CLOU Global X Cloud Computing ETF 3.5 68 -10 1.9 -2.9
SDG iShares MSCI Global Sustainable Development Goals ETF 3.5 49 9 5.8 +1.0
ISHP First Trust Nasdaq Retail ETF 3.5 60 -2 3.0 -1.7
DVND Touchstone Dividend Select ETF 3.4 67 -9 6.2 +1.5
FLAU Franklin FTSE Australia ETF 3.4 9 49 5.6 +0.8
MBCC Monarch Blue Chips Core ETF 3.3 125 -67 3.1 -1.7
MILN Global X Millennial Consumer ETF 3.3 50 8 2.3 -2.4
DIV Global X SuperDividend US ETF 3.3 45 13 9.1 +4.3
CHGX AXS Change Finance ESG ETF 3.2 49 9 4.9 +0.1
GURU Global X Guru Index ETF 3.2 75 -17 3.7 -1.1
NTZG Nuveen Global Net Zero Transition ETF 3.2 56 2 4.9 +0.2
VOE Vanguard Mid-Cap Value ETF 3.1 7 51 7.4 +2.7
EWA iShares MSCI Australia ETF 3.1 50 8 5.0 +0.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.1 20 38 6.3 +1.5
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 3.1 56 2 5.0 +0.3
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 3.0 60 -2 7.9 +3.1
SNPV Xtrackers S&P 500 Value ESG ETF 3.0 15 43 6.5 +1.8
DEMZ Democratic Large Cap Core ETF 3.0 45 13 4.0 -0.8
VNSE Natixis Vaughan Nelson Select ETF 3.0 80 -22 3.1 -1.6
FDN First Trust Dow Jones Internet Index Fund 3.0 52 6 1.6 -3.2
MDLV Morgan Dempsey Large Cap Value ETF 2.9 58 0 8.7 +3.9
EPP iShares MSCI Pacific ex-Japan ETF 2.9 47 11 5.1 +0.4
ETHO Etho Climate Leadership U.S. ETF 2.9 47 11 3.9 -0.9
EWS iShares MSCI Singapore ETF 2.9 50 8 4.3 -0.5
MOTI VanEck Morningstar International Moat ETF 2.9 58 0 7.0 +2.2
ULVM VictoryShares US Value Momentum ETF 2.8 20 38 7.4 +2.6
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 2.8 19 39 5.5 +0.8
ABEQ Absolute Select Value ETF 2.7 85 -27 4.9 +0.1
JEPI JPMorgan Equity Premium Income ETF 2.7 35 23 5.2 +0.5
XNTK SPDR NYSE Technology ETF 2.7 35 23 3.7 -1.1
HAPY Harbor Human Capital Factor Unconstrained ETF 2.7 50 8 3.3 -1.5
PNQI Invesco NASDAQ Internet ETF 2.6 60 -2 2.2 -2.5
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.6 75 -17 3.1 -1.7
OSCV Opus Small Cap Value ETF 2.6 79 -21 6.1 +1.3
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.5 40 18 3.8 -0.9
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 2.5 106 -48 2.8 -2.0
STXD Strive 1000 Dividend Growth ETF 2.5 35 23 5.2 +0.5
EVUS iShares ESG Aware MSCI USA Value ETF 2.4 18 40 6.7 +1.9
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 2.3 30 28 9.8 +5.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.3 10 48 5.3 +0.5
FDVV Fidelity High Dividend ETF 2.3 15 43 8.5 +3.7
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 2.3 12 46 5.4 +0.6
VEGN US Vegan Climate ETF 2.3 60 -2 4.4 -0.4
RYJ Invesco Raymond James SB-1 Equity ETF 2.3 75 -17 2.9 -1.8
VOOV Vanguard S&P 500 Value ETF 2.3 10 48 5.5 +0.8
USXF iShares ESG Advanced MSCI USA ETF 2.3 10 48 4.8 +0.0
IBUY Amplify Online Retail ETF 2.2 65 -7 1.7 -3.1
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.2 27 31 8.5 +3.8
DLN WisdomTree U.S. LargeCap Dividend Fund 2.2 28 30 6.2 +1.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.1 30 28 4.5 -0.3
GDIV Harbor Dividend Growth Leaders ETF 2.1 50 8 6.0 +1.2
DEW WisdomTree Global High Dividend Fund 2.1 58 0 9.1 +4.3
EQAL Invesco Russell 1000 Equal Weight ETF 2.1 20 38 6.0 +1.3
IMCG iShares Morningstar Mid-Cap Growth ETF 2.1 6 52 4.1 -0.7
RSP Invesco S&P 500 Equal Weight ETF 2.0 20 38 6.1 +1.3
IVE iShares S&P 500 Value ETF 2.0 18 40 6.6 +1.8
SPYV SPDR Portfolio S&P 500 Value ETF 2.0 4 54 6.7 +1.9
IWS iShares Russell Mid-Cap Value ETF 2.0 23 35 6.6 +1.8
IUSV iShares Core S&P US Value ETF 2.0 4 54 6.8 +2.0
FSST Fidelity Sustainable U.S. Equity ETF 2.0 59 -1 4.7 -0.0
TIME Clockwise Core Equity & Innovation ETF 2.0 100 -42 2.1 -2.7
CVY Invesco Zacks Multi-Asset Income ETF 2.0 106 -48 10.6 +5.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.0 9 49 5.8 +1.0
PEXL Pacer US Export Leaders ETF 2.0 60 -2 5.3 +0.5
CACG ClearBridge All Cap Growth ESG ETF 2.0 54 4 3.1 -1.7
POWA Invesco Bloomberg Pricing Power ETF 2.0 40 18 5.4 +0.7
SPHB Invesco S&P 500 High Beta ETF 2.0 25 33 4.7 -0.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.0 9 49 4.8 +0.0
BGIG Bahl & Gaynor Income Growth ETF 2.0 45 13 5.2 +0.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.0 20 38 4.9 +0.1
RFV Invesco S&P Midcap 400 Pure Value ETF 2.0 35 23 9.3 +4.5
VO Vanguard Mid-Cap ETF 1.9 4 54 5.8 +1.0
IMCB iShares Morningstar Mid-Cap ETF 1.9 4 54 6.0 +1.3
DSI iShares MSCI KLD 400 Social ETF 1.9 25 33 4.9 +0.2
XLY Consumer Discretionary Select Sector SPDR Fund 1.9 9 49 4.5 -0.2
DWX SPDR S&P International Dividend ETF 1.9 45 13 6.7 +2.0
SUSL iShares ESG MSCI USA Leaders ETF 1.9 10 48 4.9 +0.1
EWUS iShares MSCI United Kingdom Small Cap ETF 1.9 59 -1 6.1 +1.3
YPS Arrow Reverse Cap 500 ETF 1.9 29 29 6.5 +1.7
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.9 29 29 8.0 +3.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.9 10 48 4.9 +0.2
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 1.9 40 18 4.7 -0.1
FTC First Trust Large Cap Growth AlphaDEX Fund 1.9 59 -1 2.6 -2.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.9 15 43 7.4 +2.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.9 12 46 4.9 +0.2
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.9 80 -22 6.4 +1.6
HAPI Harbor Human Capital Factor US Large Cap ETF 1.8 36 22 4.6 -0.2
ADIV SmartETFs Asia Pacific Dividend Builder ETF 1.8 78 -20 8.7 +3.9
BKCI BNY Mellon Concentrated International ETF 1.8 80 -22 5.0 +0.2
XT iShares Exponential Technologies ETF 1.8 46 12 3.7 -1.1
IMCV iShares Morningstar Mid-Cap Value ETF 1.8 6 52 8.0 +3.3
CHAT Roundhill Generative AI & Technology ETF 1.8 75 -17 2.6 -2.2
YLDE ClearBridge Dividend Strategy ESG ETF 1.8 60 -2 5.4 +0.6
VNMC Natixis Vaughan Nelson Mid Cap ETF 1.8 85 -27 5.2 +0.4
ESGU iShares ESG Aware MSCI USA ETF 1.8 15 43 5.0 +0.2
SCHV Schwab U.S. Large-Cap Value ETF 1.8 4 54 6.6 +1.9
WUGI AXS Esoterica NextG Economy ETF 1.8 75 -17 2.3 -2.5
ADME Aptus Drawdown Managed Equity ETF 1.7 79 -21 4.3 -0.5
EUSA iShares MSCI USA Equal Weighted ETF 1.7 9 49 5.9 +1.2
IWD iShares Russell 1000 Value ETF 1.7 19 39 6.6 +1.8
VONV Vanguard Russell 1000 Value ETF 1.7 8 50 6.7 +1.9
ACVF American Conservative Values ETF 1.7 75 -17 4.2 -0.5
DTD WisdomTree U.S. Total Dividend Fund 1.7 28 30 6.5 +1.7
SIZE iShares MSCI USA Size Factor ETF 1.7 15 43 5.9 +1.2
TOLL Tema Monopolies and Oligopolies ETF 1.7 75 -17 2.3 -2.5
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.7 60 -2 5.1 +0.3
CVAR Cultivar ETF 1.7 87 -29 7.1 +2.4
QLV FlexShares US Quality Low Volatility Index Fund 1.7 22 36 4.9 +0.2
BEDZ AdvisorShares Hotel ETF 1.7 100 -42 2.7 -2.0
NULG Nuveen ESG Large-Cap Growth ETF 1.7 26 32 4.1 -0.6
NULV Nuveen ESG Large-Cap Value ETF 1.7 26 32 7.2 +2.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.7 18 40 7.6 +2.9
SUSA iShares MSCI USA ESG Select ETF 1.7 25 33 5.1 +0.3
GBUY Goldman Sachs Future Consumer Equity ETF 1.7 75 -17 2.9 -1.8
FDLO Fidelity Low Volatility Factor ETF 1.7 15 43 5.4 +0.6
PY Principal Value ETF 1.6 15 43 7.5 +2.8
IVES Wedbush ETFMG Global Cloud Technology ETF 1.6 68 -10 1.3 -3.5
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 1.6 49 9 5.9 +1.2
SPDV AAM S&P 500 High Dividend Value ETF 1.6 29 29 10.6 +5.8
PRAY FIS Christian Stock Fund 1.6 69 -11 5.7 +1.0
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.6 60 -2 6.8 +2.0
CSMD Congress SMid Growth ETF 1.6 69 -11 3.8 -0.9
REVS Columbia Research Enhanced Value ETF 1.6 19 39 7.8 +3.0
IWX iShares Russell Top 200 Value ETF 1.6 20 38 6.5 +1.8
NULC Nuveen ESG Large-Cap ETF 1.5 21 37 5.4 +0.6
MDYV SPDR S&P 400 Mid Cap Value ETF 1.5 15 43 8.3 +3.5
IWR iShares Russell Midcap ETF 1.5 19 39 5.6 +0.8
IJJ iShares S&P Mid-Cap 400 Value ETF 1.5 18 40 8.2 +3.5
PSCF Invesco S&P SmallCap Financials ETF 1.5 29 29 9.8 +5.1
BOUT Innovator IBD Breakout Opportunities ETF 1.5 81 -23 4.1 -0.6
VTV Vanguard Value ETF 1.5 4 54 7.0 +2.2
FQAL Fidelity Quality Factor ETF 1.5 15 43 5.6 +0.9
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.5 7 51 5.0 +0.2
LRGE ClearBridge Large Cap Growth ESG ETF 1.5 59 -1 3.1 -1.7
ILCG iShares Morningstar Growth ETF 1.5 4 54 3.8 -0.9
SHE SPDR MSCI USA Gender Diversity ETF 1.5 20 38 4.7 -0.0
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.5 12 46 7.3 +2.5
PWB Invesco Large Cap Growth ETF 1.4 56 2 2.9 -1.8
SSPY Syntax Stratified LargeCap ETF 1.4 30 28 6.4 +1.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.4 15 43 7.6 +2.9
NUSC Nuveen ESG Small-Cap ETF 1.4 31 27 5.0 +0.3
ESGV Vanguard ESG U.S. Stock ETF 1.4 9 49 4.8 +0.1
BLES Inspire Global Hope ETF 1.4 61 -3 6.3 +1.5
IDLV Invesco S&P International Developed Low Volatility ETF 1.4 25 33 5.8 +1.0
CATH Global X S&P 500 Catholic Values Custom ETF 1.4 29 29 5.0 +0.2
XVV iShares ESG Screened S&P 500 ETF 1.4 8 50 4.9 +0.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.4 14 44 5.2 +0.4
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.4 60 -2 4.2 -0.5
FEX First Trust Large Cap Core AlphaDEX Fund 1.4 59 -1 5.5 +0.7
STXG Strive 1000 Growth ETF 1.4 18 40 4.0 -0.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.3 24 34 8.0 +3.2
ISZE iShares MSCI Intl Size Factor ETF 1.3 30 28 6.6 +1.9
BKSE BNY Mellon US Small Cap Core Equity ETF 1.3 4 54 5.5 +0.7
SNPE Xtrackers S&P 500 ESG ETF 1.3 10 48 5.1 +0.4
JPIN J.P. Morgan Diversified Return International Equity ETF 1.3 37 21 8.6 +3.9
RDIV Invesco S&P Ultra Dividend Revenue ETF 1.3 39 19 10.8 +6.0
RNMC First Trust Mid Cap US Equity Select ETF 1.3 60 -2 7.8 +3.0
TMFC Motley Fool 100 Index ETF 1.3 50 8 3.7 -1.0
SFY SoFi Select 500 ETF 1.3 0 58 5.0 +0.3
EWK iShares MSCI Belgium ETF 1.3 50 8 7.4 +2.6
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.3 20 38 4.9 +0.1
RECS Columbia Research Enhanced Core ETF 1.3 15 43 5.4 +0.7
HOMZ Hoya Capital Housing ETF 1.3 30 28 8.0 +3.3
NUMG Nuveen ESG Mid-Cap Growth ETF 1.3 31 27 3.4 -1.4
FNDA Schwab Fundamental US Small Co. Index ETF 1.3 25 33 6.6 +1.8
GDOC Goldman Sachs Future Health Care Equity ETF 1.3 75 -17 2.7 -2.0
XJH iShares ESG Screened S&P Mid-Cap ETF 1.3 12 46 6.7 +1.9
IVV iShares Core S&P 500 ETF 1.3 3 55 5.1 +0.4
SPY SPDR S&P 500 ETF Trust 1.3 9 49 5.1 +0.3
VOO Vanguard S&P 500 ETF 1.3 3 55 5.1 +0.4
SPLG SPDR Portfolio S&P 500 ETF 1.3 2 56 5.1 +0.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.3 24 34 7.8 +3.0
GDEF Goldman Sachs Defensive Equity ETF 1.3 55 3 4.3 -0.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.2 7 51 5.0 +0.3
AESR Anfield U.S. Equity Sector Rotation ETF 1.2 108 -50 4.1 -0.7
FDIS Fidelity MSCI Consumer Discretionary Index ETF 1.2 8 50 4.5 -0.3
VV Vanguard Large-Cap ETF 1.2 4 54 5.0 +0.3
SCHX Schwab U.S. Large-Cap ETF 1.2 3 55 5.1 +0.3
VOTE TCW Transform 500 ETF 1.2 5 53 5.0 +0.3
IYY iShares Dow Jones U.S. ETF 1.2 20 38 4.9 +0.1
WCEO Hypatia Women CEO ETF 1.2 85 -27 5.7 +0.9
BKLC BNY Mellon US Large Cap Core Equity ETF 1.2 0 58 5.1 +0.3
EGUS iShares ESG Aware MSCI USA Growth ETF 1.2 18 40 4.0 -0.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.2 17 41 5.4 +0.7
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.2 3 55 5.3 +0.5
FLDZ RiverNorth Patriot ETF 1.2 75 -17 6.0 +1.2
ILCB iShares Morningstar U.S. Equity ETF 1.2 3 55 5.1 +0.3
SCHK Schwab 1000 Index ETF 1.2 5 53 5.1 +0.4
STRV Strive 500 ETF 1.2 5 53 5.0 +0.3
IWB iShares Russell 1000 ETF 1.2 15 43 5.0 +0.2
VONE Vanguard Russell 1000 ETF 1.2 8 50 5.0 +0.3
RFDI First Trust Riverfront Dynamic Developed International ETF 1.2 83 -25 8.9 +4.2
AGNG Global X Aging Population ETF 1.2 50 8 3.9 -0.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.2 2 56 5.1 +0.3
XMLV Invesco S&P MidCap Low Volatility ETF 1.2 25 33 6.8 +2.0
SCZ iShares MSCI EAFE Small-Cap ETF 1.2 40 18 6.0 +1.2
PBUS Invesco MSCI USA ETF 1.2 4 54 5.1 +0.3
VCR Vanguard Consumer Discretionary ETF 1.2 10 48 4.4 -0.4
FVD First Trust Value Line Dividend Index Fund 1.2 65 -7 5.9 +1.1
SCHB Schwab U.S. Broad Market ETF 1.2 3 55 5.0 +0.3
VTI Vanguard Total Stock Market ETF 1.2 3 55 4.9 +0.2
RVRB Reverb ETF 1.2 30 28 4.8 +0.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.2 3 55 5.0 +0.2
IWV iShares Russell 3000 ETF 1.2 20 38 4.8 +0.1
VTHR Vanguard Russell 3000 ETF 1.2 10 48 4.9 +0.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.2 15 43 4.7 -0.1
DHS WisdomTree U.S. High Dividend Fund 1.2 38 20 9.0 +4.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.2 49 9 5.1 +0.3
IPAC iShares Core MSCI Pacific ETF 1.2 9 49 6.4 +1.6
MDY SPDR S&P Midcap 400 ETF Trust 1.2 23 35 6.7 +1.9
FDMO Fidelity Momentum Factor ETF 1.2 15 43 3.4 -1.4
MGK Vanguard Mega Cap Growth ETF 1.1 7 51 4.0 -0.7
DMDV AAM S&P Developed Markets High Dividend Value ETF 1.1 39 19 11.8 +7.0
SPAM Themes Cybersecurity ETF 1.1 35 23 2.0 -2.8
VTWV Vanguard Russell 2000 Value ETF 1.1 15 43 5.8 +1.0
RXI iShares Global Consumer Discretionary ETF 1.1 41 17 5.3 +0.5
DMXF iShares ESG Advanced MSCI EAFE ETF 1.1 12 46 5.4 +0.6
DIVB iShares Core Dividend ETF 1.1 5 53 7.9 +3.2
IVOO Vanguard S&P Mid-Cap 400 ETF 1.1 10 48 6.9 +2.1
IWL iShares Russell Top 200 ETF 1.1 15 43 4.8 +0.0
IJH iShares Core S&P Mid-Cap ETF 1.1 5 53 34.5 +29.7
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.1 3 55 6.9 +2.1
IJS iShares S&P Small-Cap 600 Value ETF 1.1 18 40 9.0 +4.2
MGV Vanguard Mega Cap Value ETF 1.1 7 51 6.8 +2.0
IYC iShares U.S. Consumer Discretionary ETF 1.1 40 18 3.5 -1.2
ISMD Inspire Small/Mid Cap ETF 1.1 54 4 6.0 +1.3
JAVA JPMorgan Active Value ETF 1.1 44 14 6.6 +1.8
SLYV SPDR S&P 600 Small Cap Value ETF 1.1 15 43 9.0 +4.3
EWI iShares MSCI Italy ETF 1.1 50 8 8.3 +3.5
STXK Strive Small-Cap ETF 1.1 18 40 5.1 +0.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.1 64 -6 2.0 -2.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.1 29 29 7.3 +2.5
VSLU Applied Finance Valuation Large Cap ETF 1.1 49 9 5.8 +1.0
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.1 15 43 8.6 +3.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.1 7 51 5.7 +0.9
MGC Vanguard Mega Cap ETF 1.1 7 51 4.9 +0.1
IWN iShares Russell 2000 Value ETF 1.1 24 34 5.7 +0.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.1 11 47 5.1 +0.3
JMOM JPMorgan U.S. Momentum Factor ETF 1.1 12 46 4.7 -0.1
WOMN Impact Shares YWCA Women's Empowerment ETF 1.1 75 -17 4.6 -0.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.1 15 43 7.0 +2.2
FNK First Trust Mid Cap Value AlphaDEX Fund 1.1 70 -12 9.6 +4.8
LCF Touchstone US Large Cap Focused ETF 1.1 69 -11 4.3 -0.4
VBK Vanguard Small-Cap Growth ETF 1.1 7 51 1.4 -3.4
TOK iShares MSCI Kokusai ETF 1.1 26 32 5.2 +0.4
KOKU Xtrackers MSCI Kokusai Equity ETF 1.1 9 49 5.3 +0.6
IETC iShares U.S. Tech Independence Focused ETF 1.1 18 40 4.0 -0.7
HDUS Hartford Disciplined US Equity ETF 1.1 19 39 6.1 +1.3
NACP Impact Shares NAACP Minority Empowerment ETF 1.1 49 9 4.8 +0.1
DTEC ALPS Disruptive Technologies ETF 1.1 50 8 3.5 -1.3
FOVL iShares Focused Value Factor ETF 1.1 25 33 10.1 +5.3
VPL Vanguard FTSE Pacific ETF 1.0 8 50 6.5 +1.8
VUG Vanguard Growth ETF 1.0 4 54 4.0 -0.8
RAFE PIMCO RAFI ESG U.S. ETF 1.0 29 29 6.9 +2.2
AFMC First Trust Active Factor Mid Cap ETF 1.0 65 -7 7.7 +3.0
KRMA Global X Conscious Companies ETF 1.0 43 15 5.6 +0.8
URTH iShares MSCI World ETF 1.0 24 34 5.3 +0.5
DES WisdomTree U.S. SmallCap Dividend Fund 1.0 38 20 8.1 +3.3
GGRW Gabelli Growth Innovators ETF 1.0 90 -32 2.0 -2.7
ROUS Hartford Multifactor US Equity ETF 1.0 19 39 6.3 +1.5
FNDC Schwab Fundamental International Small Co. Index ETF 1.0 39 19 6.7 +1.9
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 1.0 58 0 4.3 -0.4
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.0 35 23 4.6 -0.2
ONEY SPDR Russell 1000 Yield Focus ETF 1.0 20 38 10.2 +5.4
GINN Goldman Sachs Innovate Equity ETF 1.0 52 6 2.8 -2.0
OALC OneAscent Large Cap Core ETF 1.0 86 -28 5.8 +1.0
FSMD Fidelity Small-Mid Multifactor ETF 1.0 15 43 7.2 +2.4
JHML John Hancock Multifactor Large Cap ETF 1.0 29 29 5.5 +0.7
SCHM Schwab U.S. Mid-Cap ETF 1.0 4 54 6.2 +1.4
RFFC ALPS Active Equity Opportunity ETF 1.0 48 10 4.5 -0.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.0 25 33 5.5 +0.8
PRF Invesco FTSE RAFI US 1000 ETF 1.0 39 19 6.5 +1.8
JHMM John Hancock Multifactor Mid Cap ETF 1.0 42 16 6.5 +1.8
ILCV iShares Morningstar Value ETF 1.0 4 54 6.6 +1.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.0 20 38 5.4 +0.6
YALL God Bless America ETF 1.0 65 -7 3.7 -1.1
LVHI Franklin International Low Volatility High Dividend Index ET 0.9 40 18 10.5 +5.7
SFYX SoFi Next 500 ETF 0.9 0 58 5.5 +0.8
VT Vanguard Total World Stock ETF 0.9 7 51 5.0 +0.2
EWD iShares MSCI Sweden ETF 0.9 54 4 5.6 +0.8
JIG JPMorgan International Growth ETF 0.9 55 3 4.1 -0.7
ACWI iShares MSCI ACWI ETF 0.9 32 26 5.4 +0.6
SFYF SoFi Social 50 ETF 0.9 29 29 -1.2 -6.0
SRET Global X SuperDividend REIT ETF 0.9 59 -1 11.2 +6.5
VB Vanguard Small-Cap ETF 0.9 5 53 5.3 +0.5
ZECP Zacks Earnings Consistent Portfolio ETF 0.9 55 3 4.8 +0.0
QVML Invesco S&P 500 QVM Multi-factor ETF 0.9 11 47 5.0 +0.3
ISCG iShares Morningstar Small-Cap Growth ETF 0.9 6 52 2.4 -2.4
PFM Invesco Dividend Achievers ETF 0.9 53 5 5.6 +0.8
ISCB iShares Morningstar Small-Cap ETF 0.9 4 54 5.2 +0.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.9 15 43 6.3 +1.6
IWY iShares Russell Top 200 Growth ETF 0.9 20 38 4.5 -0.3
FNX First Trust Mid Cap Core AlphaDEX Fund 0.9 60 -2 6.2 +1.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.9 32 26 4.9 +0.2
IQSI IQ Candriam International Equity ETF 0.9 15 43 6.3 +1.5
ISCV iShares Morningstar Small Cap Value ETF 0.9 6 52 8.1 +3.4
DIM WisdomTree International MidCap Dividend Fund 0.9 58 0 7.6 +2.9
IQLT iShares MSCI Intl Quality Factor ETF 0.8 30 28 5.7 +0.9
EQWL Invesco S&P 100 Equal Weight ETF 0.8 25 33 6.5 +1.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.8 45 13 4.4 -0.3
TRFM AAM Transformers ETF 0.8 49 9 1.4 -3.4
QUAL iShares MSCI USA Quality Factor ETF 0.8 15 43 5.2 +0.4
FKU First Trust United Kingdom AlphaDEX Fund 0.8 80 -22 7.5 +2.8
FYT First Trust Small Cap Value AlphaDEX Fund 0.8 73 -15 11.5 +6.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.8 4 54 6.1 +1.3
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.8 24 34 8.4 +3.7
EFG iShares MSCI EAFE Growth ETF 0.8 36 22 4.0 -0.8
FAB First Trust Multi Cap Value AlphaDEX Fund 0.8 67 -9 9.4 +4.7
FDWM Fidelity Women's Leadership ETF 0.8 59 -1 4.7 -0.0
ESGG FlexShares STOXX Global ESG Select Index Fund 0.8 42 16 4.9 +0.2
IWF iShares Russell 1000 Growth ETF 0.8 19 39 4.4 -0.4
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 0.8 80 -22 5.5 +0.7
VONG Vanguard Russell 1000 Growth ETF 0.8 8 50 4.5 -0.3
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 29 4.9 +0.1
FMIL Fidelity New Millennium ETF 0.8 59 -1 3.9 -0.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.8 18 40 6.1 +1.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.8 9 49 3.9 -0.9
IEUS iShares MSCI Europe Small-Cap ETF 0.8 42 16 5.8 +1.0
RNSC Furst Trust Small Cap US Equity Select ETF 0.8 60 -2 8.0 +3.2
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.8 60 -2 6.7 +1.9
STXV Strive 1000 Value ETF 0.8 18 40 7.9 +3.2
VBR Vanguard Small Cap Value ETF 0.8 7 51 8.2 +3.4
SCHC Schwab International Small-Cap Equity ETF 0.8 11 47 5.9 +1.2
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.8 58 0 9.2 +4.4
FDRR Fidelity Dividend ETF for Rising Rates 0.8 15 43 7.0 +2.2
VLU SPDR S&P 1500 Value Tilt ETF 0.8 12 46 7.1 +2.4
IJK iShares S&P Mid-Cap 400 Growth ETF 0.8 17 41 5.6 +0.9
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.8 15 43 5.7 +0.9
SCHG Schwab U.S. Large-Cap Growth ETF 0.7 4 54 4.0 -0.7
RNLC First Trust Large Cap US Equity Select ETF 0.7 60 -2 6.0 +1.3
FLHK Franklin FTSE Hong Kong ETF 0.7 9 49 6.9 +2.1
EWH iShares MSCI Hong Kong ETF 0.7 50 8 6.7 +1.9
CGGR Capital Group Growth ETF 0.7 39 19 3.3 -1.5
SCJ iShares MSCI Japan Small-Cap ETF 0.7 50 8 6.1 +1.4
EPS WisdomTree U.S. LargeCap Fund 0.7 8 50 6.2 +1.4
RAYD Rayliant Quantitative Developed Market Equity ETF 0.7 80 -22 4.5 -0.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.7 12 46 4.3 -0.5
IEFA iShares Core MSCI EAFE ETF 0.7 7 51 6.6 +1.9
SPHQ Invesco S&P 500 Quality ETF 0.7 15 43 5.3 +0.5
HFXI IQ FTSE International Equity Currency Neutral ETF 0.7 20 38 6.7 +2.0
GSID Goldman Sachs MarketBeta International Equity ETF 0.7 20 38 6.6 +1.8
TTAC FCF US Quality ETF 0.7 59 -1 6.3 +1.5
APUE ActivePassive U.S. Equity ETF 0.7 45 13 4.9 +0.1
JHSC John Hancock Multifactor Small Cap ETF 0.7 42 16 6.0 +1.3
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.7 20 38 6.0 +1.2
MAGA Point Bridge America First ETF 0.7 72 -14 6.3 +1.6
FBCG Fidelity Blue Chip Growth ETF 0.7 59 -1 2.4 -2.4
DEUS Xtrackers Russell US Multifactor ETF 0.7 17 41 6.9 +2.2
VOT Vanguard Mid-Cap Growth ETF 0.7 7 51 4.0 -0.7
FNDB Schwab Fundamental US Broad Market Index ETF 0.7 25 33 6.8 +2.1
VXF Vanguard Extended Market ETF 0.7 6 52 3.8 -0.9
HLAL Wahed FTSE USA Shariah ETF 0.7 50 8 4.8 -0.0
VEA Vanguard FTSE Developed Markets ETF 0.7 5 53 6.9 +2.1
FTA First Trust Large Cap Value AlphaDEX Fund 0.7 59 -1 8.3 +3.6
LRGF iShares U.S. Equity Factor ETF 0.7 8 50 5.8 +1.0
FBCV Fidelity Blue Chip Value ETF 0.7 59 -1 7.0 +2.2
IDEV iShares Core MSCI International Developed Markets ETF 0.7 4 54 6.7 +2.0
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.7 14 44 6.0 +1.3
ESGD iShares ESG Aware MSCI EAFE ETF 0.7 20 38 6.4 +1.7
ONEO SPDR Russell 1000 Momentum Focus ETF 0.7 20 38 7.0 +2.2
GSPY Gotham Enhanced 500 ETF 0.6 50 8 5.2 +0.5
GVAL Cambria Global Value ETF 0.6 68 -10 12.1 +7.4
EFA iShares MSCI EAFE ETF 0.6 35 23 6.4 +1.7
FNDX Schwab Fundamental US Large Co. Index ETF 0.6 25 33 6.9 +2.1
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.6 7 51 6.4 +1.6
VSGX Vanguard ESG International Stock ETF 0.6 12 46 4.3 -0.5
ONEQ Fidelity Nasdaq Composite Index ETF 0.6 21 37 3.6 -1.1
BKIE BNY Mellon International Equity ETF 0.6 4 54 6.9 +2.1
KLDW Knowledge Leaders Developed World ETF 0.6 75 -17 4.8 +0.0
FVAL Fidelity Value Factor ETF 0.6 15 43 7.0 +2.2
IUSG iShares Core S&P U.S. Growth ETF 0.6 4 54 4.4 -0.4
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.6 36 22 6.3 +1.6
IVW iShares S&P 500 Growth ETF 0.6 18 40 4.2 -0.6
SCHF Schwab International Equity ETF 0.6 6 52 7.0 +2.2
SPYG SPDR Portfolio S&P 500 Growth ETF 0.6 4 54 4.3 -0.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.6 9 49 5.5 +0.8
SCHA Schwab U.S. Small-Cap ETF 0.6 4 54 4.8 -0.0
XJR iShares ESG Screened S&P Small-Cap ETF 0.6 12 46 7.5 +2.7
METV Roundhill Ball Metaverse ETF 0.6 59 -1 3.6 -1.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.6 15 43 6.0 +1.2
JIRE JPMorgan International Research Enhanced Equity ETF 0.6 24 34 6.7 +1.9
CGUS Capital Group Core Equity ETF 0.6 33 25 4.6 -0.2
BUZZ VanEck Social Sentiment ETF 0.6 75 -17 0.1 -4.6
SMLE Xtrackers S&P SmallCap 600 ESG ETF 0.6 15 43 7.4 +2.6
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.6 15 43 8.0 +3.2
FYX First Trust Small Cap Core AlphaDEX Fund 0.6 61 -3 7.0 +2.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.6 29 29 6.1 +1.3
ESIX SPDR S&P SmallCap 600 ESG ETF 0.6 12 46 7.4 +2.7
FCPI Fidelity Stocks for Inflation ETF 0.6 15 43 8.7 +4.0
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 0.6 35 23 5.2 +0.5
VIOO Vanguard S&P Small-Cap 600 ETF 0.6 10 48 7.7 +2.9
VTWO Vanguard Russell 2000 ETF 0.6 10 48 3.8 -1.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.6 25 33 8.8 +4.0
ACTV LeaderShares Activist Leaders ETF 0.6 75 -17 7.9 +3.1
SMMD iShares Russell 2500 ETF 0.6 15 43 5.9 +1.1
CZA Invesco Zacks Mid-Cap ETF 0.6 72 -14 6.2 +1.5
QDEF FlexShares Quality Dividend Defensive Index Fund 0.6 37 21 4.8 -0.0
WWJD Inspire International ETF 0.5 80 -22 7.0 +2.2
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.5 3 55 7.9 +3.1
XSLV Invesco S&P SmallCap Low Volatility ETF 0.5 25 33 6.9 +2.2
NETL NETLease Corporate Real Estate ETF 0.5 60 -2 9.2 +4.5
SMCP AlphaMark Actively Managed Small Cap ETF 0.5 90 -32 0.0 -4.8
KBWY Invesco KBW Premium Yield Equity REIT ETF 0.5 35 23 19.7 +14.9
IQDG WisdomTree International Quality Dividend Growth Fund 0.5 42 16 5.6 +0.9
IJR iShares Core S&P Small Cap ETF 0.5 6 52 7.8 +3.1
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.5 58 0 5.4 +0.6
SNPG Xtrackers S&P 500 Growth ESG ETF 0.5 15 43 4.7 -0.1
IXP iShares Global Comm Services ETF 0.5 42 16 5.0 +0.3
SQEW LeaderShares Equity Skew ETF 0.5 81 -23 5.9 +1.2
IWM iShares Russell 2000 ETF 0.5 19 39 3.6 -1.2
EZU iShares MSCI Eurozone ETF 0.5 52 6 6.2 +1.5
SMLF iShares U.S. SmallCap Equity Factor ETF 0.5 15 43 6.0 +1.2
EWU iShares MSCI United Kingdom ETF 0.5 50 8 8.0 +3.3
DON WisdomTree U.S. MidCap Dividend Fund 0.5 38 20 8.7 +3.9
FLGB Franklin FTSE United Kingdom ETF 0.5 9 49 8.5 +3.7
AIVI WisdomTree International AI Enhanced Value Fund 0.5 58 0 8.3 +3.5
FLEU Franklin FTSE Eurozone ETF 0.5 9 49 6.7 +2.0
RPV Invesco S&P 500 Pure Value ETF 0.5 35 23 10.1 +5.3
JQUA JPMorgan U.S. Quality Factor ETF 0.5 12 46 5.4 +0.7
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.5 39 19 7.5 +2.7
VXUS Vanguard Total International Stock ETF 0.5 7 51 5.2 +0.5
QQQ Invesco QQQ Trust Series I 0.5 20 38 4.4 -0.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.5 65 -7 4.2 -0.6
QQQM Invesco NASDAQ 100 ETF 0.5 15 43 4.5 -0.3
IEUR iShares Core MSCI Europe ETF 0.5 11 47 6.7 +2.0
IEDI iShares U.S. Consumer Focused ETF 0.5 18 40 4.6 -0.2
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.5 29 29 8.6 +3.9
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.5 45 13 6.3 +1.5
VGK Vanguard FTSE Europe ETF 0.5 11 47 6.8 +2.1
SPDW SPDR Portfolio Developed World ex-US ETF 0.5 3 55 6.8 +2.0
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.5 20 38 7.8 +3.0
VEU Vanguard FTSE All-World ex-US Index Fund 0.5 8 50 5.1 +0.3
VFQY Vanguard U.S. Quality Factor ETF 0.5 13 45 6.9 +2.1
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.5 60 -2 5.0 +0.3
IXUS iShares Core MSCI Total International Stock ETF 0.5 7 51 5.0 +0.3
ROSC Hartford Multifactor Small Cap ETF 0.5 34 24 9.8 +5.1
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 0.5 80 -22 5.6 +0.8
QGRO American Century U.S. Quality Growth ETF 0.5 29 29 4.9 +0.2
AFSM First Trust Active Factor Small Cap ETF 0.5 75 -17 7.7 +3.0
BBEU JPMorgan BetaBuilders Europe ETF 0.4 9 49 6.7 +2.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.4 20 38 6.6 +1.8
AUSF Global X Adaptive U.S. Factor ETF 0.4 27 31 7.6 +2.9
SPEU SPDR Portfolio Europe ETF 0.4 7 51 6.7 +1.9
HLGE Hartford Longevity Economy ETF 0.4 44 14 6.4 +1.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.4 30 28 7.4 +2.7
EFV iShares MSCI EAFE Value ETF 0.4 34 24 9.3 +4.5
MTUM iShares MSCI USA Momentum Factor ETF 0.4 15 43 3.4 -1.3
VOOG Vanguard S&P 500 Growth ETF 0.4 10 48 5.1 +0.4
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.4 39 19 7.5 +2.8
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.4 46 12 6.4 +1.6
VFMF Vanguard U.S. Multifactor ETF 0.4 18 40 8.6 +3.8
ACWX iShares MSCI ACWI ex U.S. ETF 0.4 34 24 4.8 +0.0
FLEE Franklin FTSE Europe ETF 0.4 9 49 6.9 +2.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.4 60 -2 5.9 +1.1
JHMD John Hancock Multifactor Developed International ETF 0.4 39 19 7.4 +2.6
DLS WisdomTree International SmallCap Dividend Fund 0.4 58 0 8.7 +4.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.4 70 -12 1.8 -3.0
NUDM Nuveen ESG International Developed Markets Equity ETF 0.4 31 27 6.2 +1.4
PSC Principal U.S. Small-Cap ETF 0.4 38 20 7.8 +3.0
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.4 32 26 5.6 +0.9
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.4 41 17 6.6 +1.8
EZM WisdomTree U.S. MidCap Fund 0.4 38 20 8.2 +3.4
USVT US Value ETF 0.4 49 9 11.4 +6.7
QQMG Invesco ESG NASDAQ 100 ETF 0.4 20 38 4.5 -0.3
IWP iShares Russell Mid-Cap Growth ETF 0.4 23 35 3.6 -1.2
EWJV iShares MSCI Japan Value ETF 0.4 15 43 8.8 +4.1
QLC FlexShares US Quality Large Cap Index Fund 0.4 25 33 5.5 +0.7
IQDE FlexShares International Quality Dividend Defensive Index ET 0.4 47 11 10.2 +5.5
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.4 35 23 6.1 +1.3
RWL Invesco S&P 500 Revenue ETF 0.4 39 19 6.5 +1.8
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.4 35 23 10.1 +5.4
SVAL iShares US Small Cap Value Factor ETF 0.4 20 38 11.3 +6.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.4 9 49 5.6 +0.9
SMDY Syntax Stratified MidCap ETF 0.4 35 23 6.2 +1.5
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.4 35 23 7.4 +2.6
IOO iShares Global 100 ETF 0.4 41 17 4.7 -0.1
IMFL Invesco International Developed Dynamic Multifactor ETF 0.4 34 24 10.8 +6.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 0.4 50 8 8.2 +3.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.4 75 -17 4.5 -0.2
FLAX Franklin FTSE Asia Ex Japan ETF 0.4 19 39 7.2 +2.4
HKND Humankind US Stock ETF 0.4 11 47 6.7 +1.9
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.4 20 38 6.8 +2.0
IMTM iShares MSCI Intl Momentum Factor ETF 0.3 30 28 7.1 +2.3
CGXU Capital Group International Focus Equity ETF 0.3 54 4 4.1 -0.6
LRND IQ U.S. Large Cap R&D Leaders ETF 0.3 14 44 6.0 +1.2
ISCF iShares International SmallCap Equity Factor ETF 0.3 23 35 8.7 +3.9
IEV iShares Europe ETF 0.3 67 -9 6.3 +1.5
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.3 30 28 7.7 +3.0
FLJP Franklin FTSE Japan ETF 0.3 9 49 6.8 +2.1
FUNL CornerCap Fundametrics Large-Cap ETF 0.3 50 8 6.8 +2.0
GLOF iShares Global Equity Factor ETF 0.3 20 38 7.1 +2.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.3 29 29 9.1 +4.4
HELX Franklin Genomic Advancements ETF 0.3 50 8 1.8 -3.0
MVPS Amplify Thematic All-Stars ETF 0.3 49 9 1.5 -3.2
OEF iShares S&P 100 ETF 0.3 20 38 4.8 +0.0
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.3 61 -3 4.8 -0.0
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.3 25 33 11.2 +6.5
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.3 40 18 7.8 +3.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.3 39 19 4.1 -0.7
DTH WisdomTree International High Dividend Fund 0.3 58 0 10.2 +5.5
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.3 45 13 8.3 +3.5
FLQL Franklin LibertyQ U.S. Equity ETF 0.3 15 43 5.7 +1.0
QUS SPDR MSCI USA StrategicFactors ETF 0.3 15 43 5.9 +1.1
FLJH Franklin FTSE Japan Hedged ETF 0.3 9 49 6.6 +1.9
DIVI Franklin International Core Dividend Tilt Index ETF 0.3 9 49 7.9 +3.2
IUS Invesco RAFI Strategic US ETF 0.3 19 39 7.1 +2.4
CWI SPDR MSCI ACWI ex-US ETF 0.3 30 28 6.7 +1.9
NANC Unusual Whales Subversive Democratic Trading ETF 0.3 75 -17 3.7 -1.1
QWLD SPDR MSCI World StrategicFactors ETF 0.3 30 28 5.9 +1.2
VUSE Vident U.S. Equity Strategy ETF 0.3 50 8 4.5 -0.3
TPIF Timothy Plan International ETF 0.3 62 -4 6.5 +1.7
VIDI Vident International Equity Strategy ETF 0.3 61 -3 11.4 +6.6
DWM WisdomTree International Equity Fund 0.3 48 10 7.9 +3.1
BFOR ALPS Barron's 400 ETF 0.2 65 -7 7.3 +2.5
JVAL JPMorgan U.S. Value Factor ETF 0.2 12 46 8.2 +3.5
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.2 70 -12 6.4 +1.6
SSLY Syntax Stratified SmallCap ETF 0.2 40 18 7.3 +2.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.2 19 39 6.4 +1.6
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.2 20 38 4.5 -0.3
EWJ iShares MSCI Japan ETF 0.2 50 8 6.4 +1.7
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 0.2 51 7 6.6 +1.8
CIL VictoryShares International Volatility Wtd ETF 0.2 45 13 6.7 +1.9
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.2 47 11 6.3 +1.5
BBJP JPMorgan BetaBuilders Japan ETF 0.2 19 39 6.8 +2.1
DFAI Dimensional International Core Equity Market ETF 0.2 18 40 6.9 +2.1
WRND IQ Global Equity R&D Leaders ETF 0.2 18 40 6.9 +2.2
SPMO Invesco S&P 500 Momentum ETF 0.2 13 45 4.0 -0.8
JGRO JPMorgan Active Growth ETF 0.2 44 14 3.2 -1.6
DFSI Dimensional International Sustainability Core 1 ETF 0.2 24 34 6.2 +1.4
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 19 8.5 +3.7
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.2 30 28 6.8 +2.0
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.2 80 -22 10.9 +6.2
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 33 7.4 +2.6
PKW Invesco Buyback Achievers ETF 0.1 62 -4 8.0 +3.2
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.1 39 19 9.1 +4.4
DFUS Dimensional U.S. Equity ETF 0.1 9 49 5.0 +0.2
AVUS Avantis U.S. Equity ETF 0.1 15 43 6.0 +1.2
GXC SPDR S&P China ETF 0.1 59 -1 9.1 +4.3
CFA VictoryShares US 500 Volatility Wtd ETF 0.1 35 23 5.9 +1.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.1 40 18 5.8 +1.1
DFSU Dimensional US Sustainability Core 1 ETF 0.1 18 40 5.5 +0.8
INTF iShares International Equity Factor ETF 0.1 15 43 7.9 +3.1
ACWV iShares MSCI Global Min Vol Factor ETF 0.1 20 38 6.5 +1.8
FYC First Trust Small Cap Growth AlphaDEX Fund 0.1 71 -13 0.8 -3.9
DFAU Dimensional US Core Equity Market ETF 0.1 12 46 5.2 +0.5
DFIC Dimensional International Core Equity 2 ETF 0.1 23 35 7.4 +2.6
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.1 25 33 7.7 +2.9
DGRW WisdomTree US Quality Dividend Growth Fund 0.1 28 30 6.0 +1.2
EFAV iShares MSCI EAFE Min Vol Factor ETF 0.1 22 36 6.2 +1.5
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.1 25 33 7.4 +2.6
DOL WisdomTree International LargeCap Dividend Fund 0.1 48 10 7.8 +3.0
EES WisdomTree U.S. SmallCap Fund 0.1 38 20 10.0 +5.2
IVLU iShares MSCI Intl Value Factor ETF 0.1 30 28 10.9 +6.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 33 5.9 +1.1
DFIV Dimensional International Value ETF 0.1 27 31 10.2 +5.4
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 28 7.7 +2.9
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.1 32 26 6.1 +1.3
VFMO Vanguard U.S. Momentum Factor ETF 0.1 13 45 2.7 -2.0
AVDE Avantis International Equity ETF 0.1 23 35 7.9 +3.1
KRUZ Unusual Whales Subversive Republican Trading ETF 0.1 75 -17 4.7 -0.0
VYMI Vanguard International High Dividend Yield ETF 0.0 22 36 9.7 +4.9
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 33 9.0 +4.2
DFAC Dimensional U.S. Core Equity 2 ETF 0.0 17 41 5.5 +0.8
JSTC Adasina Social Justice All Cap Global ETF 0.0 89 -31 4.5 -0.2
RODE Hartford Multifactor Diversified International ETF 0.0 29 29 11.3 +6.5
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 51 1.6 -3.1
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 8 4.8 +0.0

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:

NEUTRAL

Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 9.0 %
Divided by: Fwd. P/BV 1.7 x
Less: Expense ratio 58 bp
Equals: ALTAR Score 4.8 %
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.