WisdomTree New Economy Real Estate Fund
ALTAR
Score™		 4.8% info Recommen-
dation		 NEUTRAL
2024E    2025E
P/E
ratio		 19.6x P/Sales
ratio		 6.1x
P/BV
ratio		 1.7x Div.
yield		 3.2%


  • 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) $20
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) $32,424
Large cap (>$10bn) 69.9%
Mid cap ($2-10bn) 28.0%
Small cap (<$2bn) 2.1%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
GOODMAN GROUP 7.9 %
DIGITAL REALTY TRUST INC 7.7 %
IRON MOUNTAIN INC 7.1 %
CHINA TOWER CORP. LTD. CLASS H 5.4 %
AIRBNB, INC. CLASS A 5.2 %
EQUINIX INC 4.9 %
VENTAS INC 4.5 %
SEGRO PLC 4.4 %
AMERICAN TOWER CORP-CL A 4.4 %
CELLNEX TELECOM S.A. 4.2 %
Total 55.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 63.6 %
AUSTRALIA 10.3 %
BRITAIN 6.4 %
CHINA 5.4 %
SINGAPORE 4.9 %
SPAIN 4.2 %
JAPAN 3.7 %
CANADA 2.2 %
BELGIUM 1.2 %
ITALY 1.0 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-3.9% 6.5% -- -- -0.4%

Market Correlations
versus... Beta R-squared
S&P500 1.17 74%
MSCI EAFE 1.18 84%
MSCI Emg. Mkts. 0.97 70%

Technical Indicators
Recent close $18.09
30d moving avg. $17.83
Annualized volatility 23.6%
Short interest (ETF) 0.0%
Relative strength (RSI) 52

Liquidity measures
Avg. volume (thou.) 2
Turnover 0.2%
Bid/Ask (% of price) 0.37%
ADV underlying (mns) $5,946

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 694 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
(%)
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 47.7 60 -2 3.6 -1.3
ROOF IQ CBRE NextGen Real Estate ETF 47.7 60 -2 7.0 +2.2
SRVR Pacer Data & Infrastructure Real Estate ETF 39.9 55 3 2.0 -2.8
AVRE Avantis Real Estate ETF 34.0 17 41 6.1 +1.3
DFGR Dimensional Global Real Estate ETF 33.7 22 36 6.5 +1.6
JPRE JPMorgan Realty Income ETF 33.7 50 8 5.7 +0.9
FPRO Fidelity Real Estate Investment ETF 33.2 59 -1 5.4 +0.6
SCHH Schwab U.S. REIT ETF 32.6 7 51 6.9 +2.1
IYR iShares U.S. Real Estate ETF 32.1 40 18 6.5 +1.7
DFAR Dimensional US Real Estate ETF 32.1 19 39 6.7 +1.9
IVRA Invesco Real Assets ESG ETF 31.9 59 -1 6.4 +1.6
BYRE Principal Real Estate Active Opportunities ETF 31.9 65 -7 5.6 +0.7
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 31.8 40 18 6.6 +1.7
XLRE Real Estate Select Sector SPDR Fund 31.7 9 49 6.4 +1.5
PSR Invesco Active U.S. Real Estate Fund 31.6 35 23 6.6 +1.8
ICF iShares Cohen & Steers REIT ETF 31.5 33 25 6.2 +1.4
VNQ Vanguard Real Estate ETF 31.2 12 46 6.6 +1.8
DTCR Global X Data Center & Digital Infrastructure ETF 31.1 50 8 2.7 -2.2
FREL Fidelity MSCI Real Estate Index ETF 30.8 8 50 6.6 +1.8
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 30.4 75 -17 4.6 -0.2
CRED Columbia Research Enhanced Real Estate ETF 29.3 33 25 7.5 +2.6
REAI Intelligent Real Estate ETF 28.9 59 -1 7.5 +2.7
REET iShares Global REIT ETF 28.8 14 44 6.6 +1.7
ERET iShares Environmentally Aware Real Estate ETF 25.6 30 28 6.7 +1.9
USRT iShares Core U.S. REIT ETF 25.5 8 50 6.8 +2.0
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 25.1 11 47 6.8 +2.0
RWO SPDR Dow Jones Global Real Estate ETF 24.9 50 8 6.3 +1.5
FRI First Trust S&P REIT Index Fund 24.2 50 8 6.4 +1.6
RWR SPDR Dow Jones REIT ETF 24.1 25 33 6.5 +1.7
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 23.9 41 17 11.8 +7.0
PPTY US Diversified Real Estate ETF 23.8 53 5 6.1 +1.3
SPRE SP Funds S&P Global REIT Sharia ETF 22.5 55 3 4.8 -0.0
BLLD JPMorgan Sustainable Infrastructure ETF 22.0 49 9 5.6 +0.8
INDS Pacer Industrial Real Estate ETF 20.9 55 3 5.5 +0.6
RITA ETFB Green SRI REITs ETF 20.8 50 8 5.1 +0.3
IFGL iShares International Developed Real Estate ETF 19.4 48 10 6.6 +1.8
GQRE FlexShares Global Quality Real Estate Index Fund 18.7 45 13 6.5 +1.6
RWX SPDR Dow Jones International Real Estate ETF 17.1 59 -1 6.6 +1.7
JRE Janus Henderson U.S. Real Estate ETF 16.9 65 -7 5.8 +0.9
WPS iShares International Developed Property ETF 16.3 48 10 7.0 +2.1
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 14.4 10 48 7.6 +2.8
IQRA IQ CBRE Real Assets ETF 13.6 65 -7 5.5 +0.7
VNQI Vanguard Global ex-U.S. Real Estate ETF 13.0 12 46 8.0 +3.1
RDOG ALPS REIT Dividend Dogs ETF 12.9 35 23 16.2 +11.3
ICAP InfraCap Equity Income Fund ETF 12.8 171 -113 6.5 +1.7
IDAT iShares Future Cloud 5G and Tech ETF 12.0 47 11 4.4 -0.5
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 11.0 46 12 5.4 +0.5
REZ iShares Residential and Multisector Real Estate ETF 10.4 48 10 5.7 +0.9
TMFG Motley Fool Global Opportunities ETF 9.7 85 -27 3.4 -1.4
NXTG First Trust Indxx NextG ETF 9.1 70 -12 5.9 +1.0
ERTH Invesco MSCI Sustainable Future ETF 8.4 62 -4 3.2 -1.6
SPYD SPDR Portfolio S&P 500 High Dividend ETF 8.2 7 51 8.8 +3.9
TXS Texas Capital Texas Equity Index ETF 7.1 49 9 5.3 +0.5
FDCF Fidelity Disruptive Communications ETF 6.7 50 8 2.7 -2.1
KNCT Invesco Next Gen Connectivity ETF 6.6 40 18 5.7 +0.8
FCLD Fidelity Cloud Computing ETF 6.4 39 19 3.3 -1.5
XDAT Franklin Exponential Data ETF 6.1 50 8 3.0 -1.8
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 6.0 47 11 5.7 +0.9
NUMV Nuveen ESG Mid-Cap Value ETF 5.8 31 27 7.0 +2.2
BIBL Inspire 100 ETF 5.8 35 23 5.1 +0.3
VRAI Virtus Real Asset Income ETF 5.3 55 3 8.3 +3.4
BLDG Cambria Global Real Estate ETF 5.3 60 -2 9.5 +4.6
TMFM Motley Fool Mid-Cap Growth ETF 5.2 85 -27 3.0 -1.8
RBLD First Trust Alerian US NextGen Infrastructure ETF 5.2 65 -7 5.1 +0.3
FPX First Trust US Equity Opportunities ETF 5.2 61 -3 1.7 -3.1
PTEC Global X PropTech ETF 5.2 50 8 1.6 -3.2
NUDV Nuveen ESG Dividend ETF 5.2 26 32 7.3 +2.5
NZUS SPDR MSCI USA Climate Paris Aligned ETF 4.9 10 48 4.7 -0.2
BWEB Bitwise Web3 ETF 4.9 85 -27 0.9 -3.9
PEJ Invesco Leisure and Entertainment ETF 4.8 58 0 1.0 -3.9
FMET Fidelity Metaverse ETF 4.7 39 19 5.1 +0.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 4.7 10 48 4.6 -0.2
JRNY ALPS Global Travel Beneficiaries ETF 4.6 65 -7 -1.2 -6.1
CLOU Global X Cloud Computing ETF 4.6 68 -10 2.1 -2.7
AWAY ETFMG Travel Tech ETF 4.6 76 -18 -4.3 -9.1
IGPT Invesco AI and Next Gen Software ETF 4.5 60 -2 4.3 -0.6
DIP BTD Capital Fund 4.5 129 -71 6.2 +1.4
POWA Invesco Bloomberg Pricing Power ETF 4.4 40 18 5.6 +0.8
FDND FT Vest Dow Jones Internet & Target Income ETF 4.3 75 -17 2.3 -2.6
FDN First Trust Dow Jones Internet Index Fund 4.2 52 6 2.4 -2.5
EWP iShares MSCI Spain ETF 4.2 50 8 7.9 +3.1
SDG iShares MSCI Global Sustainable Development Goals ETF 4.1 49 9 5.6 +0.8
MBCC Monarch Blue Chips Core ETF 4.1 125 -67 3.6 -1.3
RIET Hoya Capital High Dividend Yield ETF 4.0 50 8 12.2 +7.3
FIVG Defiance Next Gen Connectivity ETF 4.0 30 28 6.1 +1.3
AIEQ AI Powered Equity ETF 4.0 75 -17 3.4 -1.5
FLAU Franklin FTSE Australia ETF 4.0 9 49 5.5 +0.6
DARP Grizzle Growth ETF 3.8 75 -17 3.9 -0.9
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 3.8 56 2 6.2 +1.4
SCAP InfraCap Small Cap Income ETF 3.8 135 -77 8.0 +3.1
MOTI VanEck Morningstar International Moat ETF 3.8 58 0 6.2 +1.4
EWA iShares MSCI Australia ETF 3.7 50 8 5.1 +0.3
NTZG Nuveen Global Net Zero Transition ETF 3.7 56 2 4.8 -0.1
ISHP First Trust Nasdaq Retail ETF 3.6 60 -2 3.2 -1.6
DIVL Madison Dividend Value ETF 3.5 65 -7 5.7 +0.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.4 20 38 6.1 +1.2
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.3 55 3 4.2 -0.7
BUYZ Franklin Disruptive Commerce ETF 3.3 50 8 2.2 -2.7
DVND Touchstone Dividend Select ETF 3.3 67 -9 6.0 +1.2
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 3.2 60 -2 6.9 +2.0
CHGX AXS Change Finance ESG ETF 3.2 49 9 5.1 +0.3
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 3.2 19 39 5.7 +0.9
VOE Vanguard Mid-Cap Value ETF 3.1 7 51 7.3 +2.5
FFND Future Fund Active ETF 3.1 100 -42 -0.2 -5.0
JAVA JPMorgan Active Value ETF 3.0 44 14 6.1 +1.3
MDLV Morgan Dempsey Large Cap Value ETF 3.0 58 0 8.2 +3.4
EVUS iShares ESG Aware MSCI USA Value ETF 3.0 18 40 6.6 +1.8
EPP iShares MSCI Pacific ex-Japan ETF 3.0 47 11 5.3 +0.5
HAPY Harbor Human Capital Factor Unconstrained ETF 2.8 50 8 4.7 -0.1
SPHB Invesco S&P 500 High Beta ETF 2.8 25 33 4.0 -0.9
MILN Global X Millennial Consumer ETF 2.7 50 8 3.1 -1.8
IWS iShares Russell Mid-Cap Value ETF 2.7 23 35 6.5 +1.6
DEMZ Democratic Large Cap Core ETF 2.6 45 13 4.3 -0.6
USXF iShares ESG Advanced MSCI USA ETF 2.6 10 48 5.4 +0.5
FCA First Trust China AlphaDEX Fund 2.6 80 -22 18.1 +13.3
OSCV Opus Small Cap Value ETF 2.5 79 -21 6.0 +1.1
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.5 40 18 4.3 -0.5
XNTK SPDR NYSE Technology ETF 2.5 35 23 4.1 -0.8
EEMD AAM S&P Emerging Markets High Dividend Value ETF 2.5 49 9 18.2 +13.3
EQAL Invesco Russell 1000 Equal Weight ETF 2.4 20 38 5.8 +1.0
ABEQ Absolute Select Value ETF 2.4 85 -27 4.6 -0.3
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.4 60 -2 4.8 -0.1
CVAR Cultivar ETF 2.4 87 -29 7.2 +2.3
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.4 80 -22 6.2 +1.4
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 2.3 12 46 5.6 +0.7
IDLV Invesco S&P International Developed Low Volatility ETF 2.3 25 33 5.8 +1.0
STXD Strive 1000 Dividend Growth ETF 2.3 35 23 5.1 +0.3
RSP Invesco S&P 500 Equal Weight ETF 2.3 20 38 6.2 +1.4
JEPI JPMorgan Equity Premium Income ETF 2.3 35 23 5.4 +0.6
PTL Inspire 500 ETF 2.3 9 49 5.8 +0.9
PNQI Invesco NASDAQ Internet ETF 2.2 60 -2 2.6 -2.3
IMCV iShares Morningstar Mid-Cap Value ETF 2.2 6 52 8.1 +3.3
SNPV Xtrackers S&P 500 Value ESG ETF 2.2 15 43 6.6 +1.8
IBUY Amplify Online Retail ETF 2.2 65 -7 1.5 -3.3
VEGN US Vegan Climate ETF 2.2 60 -2 4.8 0.0
IWR iShares Russell Midcap ETF 2.2 19 39 5.6 +0.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.1 10 48 5.5 +0.6
DEW WisdomTree Global High Dividend Fund 2.1 58 0 8.7 +3.8
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 2.1 30 28 8.5 +3.7
ULVM VictoryShares US Value Momentum ETF 2.1 20 38 7.5 +2.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.0 9 49 6.1 +1.2
VO Vanguard Mid-Cap ETF 2.0 4 54 5.9 +1.1
IVE iShares S&P 500 Value ETF 2.0 18 40 6.5 +1.7
SPYV SPDR Portfolio S&P 500 Value ETF 2.0 4 54 6.7 +1.8
VOOV Vanguard S&P 500 Value ETF 2.0 10 48 6.6 +1.8
JGLO JPMorgan Global Select Equity ETF 2.0 33 25 4.5 -0.3
BMVP Invesco Bloomberg MVP Multi-factor ETF 2.0 29 29 8.3 +3.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.0 12 46 4.8 +0.0
IUSV iShares Core S&P US Value ETF 2.0 4 54 6.7 +1.9
RFV Invesco S&P Midcap 400 Pure Value ETF 2.0 35 23 8.5 +3.7
IMCB iShares Morningstar Mid-Cap ETF 2.0 4 54 6.2 +1.4
EUSA iShares MSCI USA Equal Weighted ETF 2.0 9 49 6.0 +1.2
SIZE iShares MSCI USA Size Factor ETF 2.0 15 43 6.0 +1.1
SPDV AAM S&P 500 High Dividend Value ETF 1.9 29 29 10.1 +5.3
MBOX Freedom Day Dividend ETF 1.9 39 19 7.7 +2.9
FDVV Fidelity High Dividend ETF 1.9 15 43 9.0 +4.1
DLN WisdomTree U.S. LargeCap Dividend Fund 1.9 28 30 6.1 +1.2
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 1.9 40 18 4.2 -0.6
IVES Wedbush ETFMG Global Cloud Technology ETF 1.8 68 -10 1.6 -3.3
DSI iShares MSCI KLD 400 Social ETF 1.8 25 33 5.3 +0.5
AGNG Global X Aging Population ETF 1.8 50 8 3.9 -0.9
SCHV Schwab U.S. Large-Cap Value ETF 1.8 4 54 6.6 +1.8
YLDE ClearBridge Dividend Strategy ESG ETF 1.8 60 -2 5.3 +0.5
HAPI Harbor Human Capital Factor US Large Cap ETF 1.8 36 22 4.8 -0.0
FDMO Fidelity Momentum Factor ETF 1.8 15 43 4.3 -0.6
GURU Global X Guru Index ETF 1.8 75 -17 1.8 -3.1
PSCF Invesco S&P SmallCap Financials ETF 1.8 29 29 8.9 +4.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.8 9 49 4.9 +0.1
SUSA iShares MSCI USA ESG Select ETF 1.8 25 33 5.3 +0.4
XLY Consumer Discretionary Select Sector SPDR Fund 1.8 9 49 5.3 +0.4
SUSL iShares ESG MSCI USA Leaders ETF 1.7 10 48 5.3 +0.5
XT iShares Exponential Technologies ETF 1.7 46 12 4.7 -0.1
LRGE ClearBridge Large Cap Growth ESG ETF 1.7 59 -1 3.7 -1.1
ESGU iShares ESG Aware MSCI USA ETF 1.7 15 43 5.3 +0.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.7 20 38 5.1 +0.2
IWD iShares Russell 1000 Value ETF 1.7 19 39 6.5 +1.6
NULV Nuveen ESG Large-Cap Value ETF 1.7 26 32 6.9 +2.1
DWX SPDR S&P International Dividend ETF 1.7 45 13 6.6 +1.8
SPXT ProShares S&P 500 Ex-Technology ETF 1.7 9 49 5.6 +0.8
IMCG iShares Morningstar Mid-Cap Growth ETF 1.7 6 52 4.4 -0.4
BEDZ AdvisorShares Hotel ETF 1.7 100 -42 1.8 -3.0
FTC First Trust Large Cap Growth AlphaDEX Fund 1.7 59 -1 2.9 -2.0
VONV Vanguard Russell 1000 Value ETF 1.7 8 50 6.6 +1.7
PRAY FIS Christian Stock Fund 1.6 69 -11 6.0 +1.1
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.6 60 -2 5.5 +0.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.6 10 48 5.3 +0.5
TMFC Motley Fool 100 Index ETF 1.6 50 8 3.9 -1.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.6 18 40 7.4 +2.6
ADME Aptus Drawdown Managed Equity ETF 1.6 79 -21 4.3 -0.6
IETC iShares U.S. Tech Independence Focused ETF 1.6 18 40 4.7 -0.2
ADIV SmartETFs Asia Pacific Dividend Builder ETF 1.6 78 -20 9.3 +4.5
BKCI BNY Mellon Concentrated International ETF 1.6 80 -22 3.8 -1.0
EWS iShares MSCI Singapore ETF 1.6 50 8 5.6 +0.8
VNMC Natixis Vaughan Nelson Mid Cap ETF 1.6 85 -27 3.6 -1.3
GBUY Goldman Sachs Future Consumer Equity ETF 1.6 75 -17 3.7 -1.2
DTD WisdomTree U.S. Total Dividend Fund 1.6 28 30 6.3 +1.5
HOMZ Hoya Capital Housing ETF 1.6 30 28 7.3 +2.4
BLES Inspire Global Hope ETF 1.6 61 -3 6.4 +1.5
EWUS iShares MSCI United Kingdom Small Cap ETF 1.5 59 -1 5.6 +0.8
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.5 60 -2 5.4 +0.6
ACVF American Conservative Values ETF 1.5 75 -17 4.4 -0.4
NULC Nuveen ESG Large-Cap ETF 1.5 21 37 5.7 +0.9
FDLO Fidelity Low Volatility Factor ETF 1.5 15 43 5.4 +0.6
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.5 17 41 5.2 +0.4
REVS Columbia Research Enhanced Value ETF 1.5 19 39 7.6 +2.8
IJJ iShares S&P Mid-Cap 400 Value ETF 1.5 18 40 7.6 +2.8
RFDI First Trust Riverfront Dynamic Developed International ETF 1.5 83 -25 8.8 +3.9
ESGV Vanguard ESG U.S. Stock ETF 1.5 9 49 5.1 +0.3
JPIN J.P. Morgan Diversified Return International Equity ETF 1.5 37 21 8.5 +3.6
SCZ iShares MSCI EAFE Small-Cap ETF 1.5 40 18 6.2 +1.3
NULG Nuveen ESG Large-Cap Growth ETF 1.5 26 32 4.7 -0.2
CACG ClearBridge All Cap Growth ESG ETF 1.5 54 4 3.6 -1.2
MDYV SPDR S&P 400 Mid Cap Value ETF 1.5 15 43 7.6 +2.8
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.5 60 -2 6.0 +1.1
CSMD Congress SMid Growth ETF 1.5 69 -11 4.1 -0.8
PY Principal Value ETF 1.4 15 43 7.4 +2.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.4 15 43 7.7 +2.8
FNDA Schwab Fundamental US Small Co. Index ETF 1.4 25 33 6.2 +1.4
VTV Vanguard Value ETF 1.4 4 54 6.8 +2.0
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 1.4 49 9 6.4 +1.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.4 24 34 7.3 +2.5
FSST Fidelity Sustainable U.S. Equity ETF 1.4 59 -1 2.8 -2.0
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.4 75 -17 3.1 -1.8
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.4 8 50 5.2 +0.4
PWB Invesco Large Cap Growth ETF 1.4 56 2 3.5 -1.4
SSPY Syntax Stratified LargeCap ETF 1.4 30 28 6.6 +1.7
QLV FlexShares US Quality Low Volatility Index Fund 1.4 22 36 4.0 -0.8
XMLV Invesco S&P MidCap Low Volatility ETF 1.4 25 33 6.6 +1.8
FLDZ RiverNorth Patriot ETF 1.4 75 -17 5.6 +0.8
SPMV Invesco S&P 500 Minimum Variance ETF 1.4 10 48 5.6 +0.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.4 15 43 6.9 +2.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.4 7 51 5.2 +0.4
IMFL Invesco International Developed Dynamic Multifactor ETF 1.4 34 24 10.8 +5.9
ISMD Inspire Small/Mid Cap ETF 1.3 54 4 5.6 +0.8
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 1.3 80 -22 8.2 +3.4
SPAM Themes Cybersecurity ETF 1.3 35 23 2.0 -2.8
XVV iShares ESG Screened S&P 500 ETF 1.3 8 50 5.1 +0.3
MGK Vanguard Mega Cap Growth ETF 1.3 7 51 4.4 -0.5
JMOM JPMorgan U.S. Momentum Factor ETF 1.3 12 46 4.9 +0.0
STXG Strive 1000 Growth ETF 1.3 18 40 4.3 -0.5
NUSC Nuveen ESG Small-Cap ETF 1.3 31 27 5.1 +0.3
VOO Vanguard S&P 500 ETF 1.3 3 55 5.4 +0.5
SPXV ProShares S&P 500 Ex-Health Care ETF 1.3 9 49 5.0 +0.2
WCEO Hypatia Women CEO ETF 1.3 85 -27 4.7 -0.1
IPAC iShares Core MSCI Pacific ETF 1.3 9 49 6.8 +2.0
FQAL Fidelity Quality Factor ETF 1.3 15 43 5.9 +1.1
CATH Global X S&P 500 Catholic Values Custom ETF 1.3 29 29 5.1 +0.3
VONE Vanguard Russell 1000 ETF 1.2 8 50 5.3 +0.4
VV Vanguard Large-Cap ETF 1.2 4 54 5.3 +0.4
FDIS Fidelity MSCI Consumer Discretionary Index ETF 1.2 8 50 5.0 +0.2
SNPE Xtrackers S&P 500 ESG ETF 1.2 10 48 5.3 +0.5
XJH iShares ESG Screened S&P Mid-Cap ETF 1.2 12 46 6.6 +1.8
NUMG Nuveen ESG Mid-Cap Growth ETF 1.2 31 27 3.9 -0.9
ISCG iShares Morningstar Small-Cap Growth ETF 1.2 6 52 2.4 -2.4
VCR Vanguard Consumer Discretionary ETF 1.2 10 48 4.9 +0.0
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.2 20 38 5.0 +0.2
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.2 50 8 5.0 +0.2
EUDV ProShares MSCI Europe Dividend Growers ETF 1.2 55 3 4.9 +0.1
EWK iShares MSCI Belgium ETF 1.2 50 8 7.6 +2.7
CZA Invesco Zacks Mid-Cap ETF 1.2 72 -14 6.4 +1.5
VTHR Vanguard Russell 3000 ETF 1.2 10 48 5.1 +0.3
VTI Vanguard Total Stock Market ETF 1.2 3 55 5.1 +0.3
PRF Invesco FTSE RAFI US 1000 ETF 1.2 39 19 7.1 +2.3
DHS WisdomTree U.S. High Dividend Fund 1.2 38 20 8.1 +3.3
CVY Invesco Zacks Multi-Asset Income ETF 1.2 106 -48 11.4 +6.6
IVV iShares Core S&P 500 ETF 1.2 3 55 5.3 +0.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.2 14 44 5.2 +0.4
DIVB iShares Core Dividend ETF 1.2 5 53 7.8 +3.0
SPY SPDR S&P 500 ETF Trust 1.2 9 49 5.2 +0.4
SPLG SPDR Portfolio S&P 500 ETF 1.2 2 56 5.3 +0.4
ILCV iShares Morningstar Value ETF 1.2 4 54 6.4 +1.6
IWX iShares Russell Top 200 Value ETF 1.2 20 38 6.4 +1.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.2 15 43 6.9 +2.1
PFM Invesco Dividend Achievers ETF 1.2 53 5 5.5 +0.7
IWN iShares Russell 2000 Value ETF 1.2 24 34 5.1 +0.3
RECS Columbia Research Enhanced Core ETF 1.2 15 43 5.6 +0.8
IYC iShares U.S. Consumer Discretionary ETF 1.2 40 18 3.9 -1.0
SCHX Schwab U.S. Large-Cap ETF 1.2 3 55 5.3 +0.4
IYY iShares Dow Jones U.S. ETF 1.2 20 38 5.0 +0.2
SCHK Schwab 1000 Index ETF 1.2 5 53 5.3 +0.4
SPXE ProShares S&P 500 Ex-Energy ETF 1.2 9 49 5.1 +0.3
IWB iShares Russell 1000 ETF 1.2 15 43 5.1 +0.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.2 24 34 7.7 +2.9
BGIG Bahl & Gaynor Income Growth ETF 1.2 45 13 5.2 +0.4
STXK Strive Small-Cap ETF 1.2 18 40 5.0 +0.1
VTWV Vanguard Russell 2000 Value ETF 1.2 15 43 5.0 +0.2
VPL Vanguard FTSE Pacific ETF 1.2 8 50 6.9 +2.1
PBUS Invesco MSCI USA ETF 1.2 4 54 5.2 +0.4
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.2 3 55 5.4 +0.5
DMXF iShares ESG Advanced MSCI EAFE ETF 1.1 12 46 5.1 +0.3
SCHB Schwab U.S. Broad Market ETF 1.1 3 55 5.2 +0.3
IWV iShares Russell 3000 ETF 1.1 20 38 5.0 +0.1
BKLC BNY Mellon US Large Cap Core Equity ETF 1.1 0 58 5.3 +0.5
DTEC ALPS Disruptive Technologies ETF 1.1 50 8 3.2 -1.7
ILCB iShares Morningstar U.S. Equity ETF 1.1 3 55 5.2 +0.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.1 3 55 5.1 +0.3
RXI iShares Global Consumer Discretionary ETF 1.1 41 17 5.8 +1.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.1 7 51 5.2 +0.4
LCF Touchstone US Large Cap Focused ETF 1.1 69 -11 4.4 -0.5
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.1 15 43 8.5 +3.6
IJH iShares Core S&P Mid-Cap ETF 1.1 5 53 6.6 +1.8
MDY SPDR S&P Midcap 400 ETF Trust 1.1 23 35 6.5 +1.6
STRV Strive 500 ETF 1.1 5 53 5.2 +0.4
RVRB Reverb ETF 1.1 30 28 5.0 +0.2
ISCB iShares Morningstar Small-Cap ETF 1.1 4 54 5.1 +0.2
IVOO Vanguard S&P Mid-Cap 400 ETF 1.1 10 48 6.6 +1.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.1 11 47 5.2 +0.4
IJS iShares S&P Small-Cap 600 Value ETF 1.1 18 40 8.4 +3.5
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.1 3 55 6.7 +1.8
SCHM Schwab U.S. Mid-Cap ETF 1.1 4 54 6.3 +1.5
BKSE BNY Mellon US Small Cap Core Equity ETF 1.1 4 54 5.1 +0.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.1 2 56 5.2 +0.4
RNEM First Trust Emerging Markets Equity Select ETF 1.1 75 -17 5.9 +1.1
WOMN Impact Shares YWCA Women's Empowerment ETF 1.1 75 -17 4.9 +0.1
VUG Vanguard Growth ETF 1.1 4 54 4.3 -0.5
VOTE TCW Transform 500 ETF 1.1 5 53 5.2 +0.4
MGC Vanguard Mega Cap ETF 1.1 7 51 5.1 +0.3
ILCG iShares Morningstar Growth ETF 1.1 4 54 4.1 -0.7
FOVL iShares Focused Value Factor ETF 1.1 25 33 9.6 +4.7
YALL God Bless America ETF 1.1 65 -7 3.8 -1.0
SLYV SPDR S&P 600 Small Cap Value ETF 1.1 15 43 8.4 +3.6
VBR Vanguard Small Cap Value ETF 1.1 7 51 7.8 +3.0
DMDV AAM S&P Developed Markets High Dividend Value ETF 1.1 39 19 13.1 +8.2
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 1.0 69 -11 8.6 +3.8
VB Vanguard Small-Cap ETF 1.0 5 53 5.2 +0.4
FNK First Trust Mid Cap Value AlphaDEX Fund 1.0 70 -12 10.4 +5.6
SCJ iShares MSCI Japan Small-Cap ETF 1.0 50 8 6.3 +1.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.0 7 51 5.6 +0.7
TOK iShares MSCI Kokusai ETF 1.0 26 32 5.2 +0.4
EQWL Invesco S&P 100 Equal Weight ETF 1.0 25 33 6.7 +1.9
EWI iShares MSCI Italy ETF 1.0 50 8 8.3 +3.4
JHMM John Hancock Multifactor Mid Cap ETF 1.0 42 16 6.5 +1.6
VBK Vanguard Small-Cap Growth ETF 1.0 7 51 1.4 -3.4
MGV Vanguard Mega Cap Value ETF 1.0 7 51 6.6 +1.8
ISZE iShares MSCI Intl Size Factor ETF 1.0 30 28 6.7 +1.9
KRMA Global X Conscious Companies ETF 1.0 43 15 5.9 +1.0
PEXL Pacer US Export Leaders ETF 1.0 60 -2 5.3 +0.5
FDWM Fidelity Women's Leadership ETF 1.0 59 -1 5.0 +0.2
SFY SoFi Select 500 ETF 1.0 0 58 4.8 -0.1
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 1.0 58 0 5.0 +0.1
GVAL Cambria Global Value ETF 1.0 68 -10 12.9 +8.1
URTH iShares MSCI World ETF 1.0 24 34 5.4 +0.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.0 15 43 5.0 +0.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.0 29 29 6.8 +2.0
GINN Goldman Sachs Innovate Equity ETF 1.0 52 6 2.7 -2.1
VLU SPDR S&P 1500 Value Tilt ETF 1.0 12 46 7.1 +2.3
ISCV iShares Morningstar Small Cap Value ETF 1.0 6 52 7.6 +2.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.0 20 38 5.3 +0.5
KOKU Xtrackers MSCI Kokusai Equity ETF 1.0 9 49 5.4 +0.6
DSTL Distillate US Fundamental Stability & Value ETF 1.0 39 19 7.6 +2.7
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.0 49 9 5.1 +0.3
DES WisdomTree U.S. SmallCap Dividend Fund 1.0 38 20 7.1 +2.3
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.9 14 44 5.8 +1.0
RAFE PIMCO RAFI ESG U.S. ETF 0.9 29 29 7.2 +2.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.9 39 19 8.5 +3.6
FEX First Trust Large Cap Core AlphaDEX Fund 0.9 59 -1 6.0 +1.2
JHML John Hancock Multifactor Large Cap ETF 0.9 29 29 5.6 +0.8
SHE SPDR MSCI USA Gender Diversity ETF 0.9 20 38 5.0 +0.2
FEM First Trust Emerging Markets AlphaDEX Fund 0.9 80 -22 14.2 +9.4
FSMD Fidelity Small-Mid Multifactor ETF 0.9 15 43 7.1 +2.3
FENI Fidelity Enhanced International ETF 0.9 28 30 8.0 +3.2
VT Vanguard Total World Stock ETF 0.9 7 51 5.8 +0.9
NACP Impact Shares NAACP Minority Empowerment ETF 0.9 49 9 5.2 +0.3
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.9 35 23 5.1 +0.3
IWL iShares Russell Top 200 ETF 0.9 15 43 5.0 +0.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.9 64 -6 2.2 -2.7
SMDV ProShares Russell 2000 Dividend Growers ETF 0.9 40 18 6.4 +1.5
ACWI iShares MSCI ACWI ETF 0.9 32 26 5.5 +0.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.9 25 33 5.6 +0.7
IQSI IQ Candriam International Equity ETF 0.9 15 43 6.4 +1.5
FELV Fidelity Enhanced Large Cap Value ETF 0.9 18 40 6.5 +1.6
RFFC ALPS Active Equity Opportunity ETF 0.9 48 10 4.4 -0.5
VONG Vanguard Russell 1000 Growth ETF 0.9 8 50 5.0 +0.2
OGIG ALPS O'Shares Global Internet Giants ETF 0.9 48 10 0.6 -4.2
SFYX SoFi Next 500 ETF 0.9 0 58 5.0 +0.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.9 45 13 4.7 -0.1
AFMC First Trust Active Factor Mid Cap ETF 0.8 65 -7 7.2 +2.3
OALC OneAscent Large Cap Core ETF 0.8 86 -28 4.6 -0.3
FMDE Fidelity Enhanced Mid Cap ETF 0.8 23 35 6.3 +1.5
SRET Global X SuperDividend REIT ETF 0.8 59 -1 9.5 +4.7
QUAL iShares MSCI USA Quality Factor ETF 0.8 15 43 5.3 +0.5
ROAM Hartford Multifactor Emerging Markets ETF 0.8 44 14 11.3 +6.5
FNDC Schwab Fundamental International Small Co. Index ETF 0.8 39 19 7.0 +2.1
UEVM VictoryShares Emerging Markets Value Momentum ETF 0.8 45 13 10.9 +6.1
HFXI IQ FTSE International Equity Currency Neutral ETF 0.8 20 38 6.8 +2.0
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.8 58 0 9.2 +4.4
KBWY Invesco KBW Premium Yield Equity REIT ETF 0.8 35 23 13.2 +8.4
XSLV Invesco S&P SmallCap Low Volatility ETF 0.8 25 33 6.7 +1.8
NETL NETLease Corporate Real Estate ETF 0.8 60 -2 8.4 +3.6
SMCP AlphaMark Actively Managed Small Cap ETF 0.8 90 -32 6.7 +1.9
IJK iShares S&P Mid-Cap 400 Growth ETF 0.8 17 41 5.8 +0.9
STXV Strive 1000 Value ETF 0.8 18 40 7.7 +2.9
ESIX SPDR S&P SmallCap 600 ESG ETF 0.8 12 46 7.6 +2.7
SNPG Xtrackers S&P 500 Growth ESG ETF 0.8 15 43 4.8 0.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.8 15 43 5.8 +1.0
FLHK Franklin FTSE Hong Kong ETF 0.8 9 49 7.4 +2.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.8 4 54 5.9 +1.1
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.8 15 43 5.8 +1.0
ESGG FlexShares STOXX Global ESG Select Index Fund 0.8 42 16 5.2 +0.4
MAGA Point Bridge America First ETF 0.8 72 -14 6.4 +1.5
EFG iShares MSCI EAFE Growth ETF 0.8 36 22 4.3 -0.5
APUE ActivePassive U.S. Equity ETF 0.7 45 13 4.9 +0.1
IMTM iShares MSCI Intl Momentum Factor ETF 0.7 30 28 6.6 +1.8
FNDB Schwab Fundamental US Broad Market Index ETF 0.7 25 33 7.0 +2.1
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.7 12 46 4.8 -0.0
ZECP Zacks Earnings Consistent Portfolio ETF 0.7 55 3 4.7 -0.1
VXF Vanguard Extended Market ETF 0.7 6 52 4.0 -0.9
JHSC John Hancock Multifactor Small Cap ETF 0.7 42 16 6.8 +2.0
IEFA iShares Core MSCI EAFE ETF 0.7 7 51 6.7 +1.9
QVML Invesco S&P 500 QVM Multi-factor ETF 0.7 11 47 5.0 +0.2
FAB First Trust Multi Cap Value AlphaDEX Fund 0.7 67 -9 9.2 +4.4
JIG JPMorgan International Growth ETF 0.7 55 3 4.3 -0.6
ESGD iShares ESG Aware MSCI EAFE ETF 0.7 20 38 6.4 +1.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.7 32 26 5.0 +0.2
IQLT iShares MSCI Intl Quality Factor ETF 0.7 30 28 6.0 +1.1
JOET Virtus Terranova US Quality Momentum ETF 0.7 29 29 5.2 +0.4
CGDV Capital Group Dividend Value ETF 0.7 33 25 5.7 +0.9
LVHI Franklin International Low Volatility High Dividend Index ET 0.7 40 18 10.3 +5.5
IWY iShares Russell Top 200 Growth ETF 0.7 20 38 5.1 +0.2
FBCV Fidelity Blue Chip Value ETF 0.7 59 -1 7.3 +2.4
TRFM AAM Transformers ETF 0.7 49 9 1.5 -3.3
GSID Goldman Sachs MarketBeta International Equity ETF 0.7 20 38 6.7 +1.8
SMOT VanEck Morningstar SMID Moat ETF 0.7 49 9 6.3 +1.4
IWF iShares Russell 1000 Growth ETF 0.7 19 39 4.9 +0.1
FNDX Schwab Fundamental US Large Co. Index ETF 0.7 25 33 7.1 +2.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.7 18 40 5.8 +1.0
IQDG WisdomTree International Quality Dividend Growth Fund 0.7 42 16 6.1 +1.3
IEUS iShares MSCI Europe Small-Cap ETF 0.7 42 16 5.8 +1.0
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.7 58 0 6.0 +1.2
ETHO Etho Climate Leadership U.S. ETF 0.7 47 11 3.5 -1.3
DEUS Xtrackers Russell US Multifactor ETF 0.7 17 41 7.1 +2.3
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.7 24 34 8.3 +3.5
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.7 60 -2 6.9 +2.1
VOOG Vanguard S&P 500 Growth ETF 0.7 10 48 4.7 -0.1
VOT Vanguard Mid-Cap Growth ETF 0.7 7 51 4.2 -0.6
SFYF SoFi Social 50 ETF 0.7 29 29 -3.4 -8.2
VEA Vanguard FTSE Developed Markets ETF 0.7 5 53 6.9 +2.0
JIRE JPMorgan International Research Enhanced Equity ETF 0.7 24 34 6.8 +2.0
RNSC Furst Trust Small Cap US Equity Select ETF 0.7 60 -2 7.0 +2.1
EPS WisdomTree U.S. LargeCap Fund 0.7 8 50 6.2 +1.4
FBCG Fidelity Blue Chip Growth ETF 0.7 59 -1 2.8 -2.0
IDEV iShares Core MSCI International Developed Markets ETF 0.6 4 54 6.8 +2.0
SCHF Schwab International Equity ETF 0.6 6 52 7.1 +2.3
SCHG Schwab U.S. Large-Cap Growth ETF 0.6 4 54 4.5 -0.3
SCHA Schwab U.S. Small-Cap ETF 0.6 4 54 4.5 -0.3
QGRW WisdomTree U.S. Quality Growth Fund 0.6 28 30 4.9 +0.1
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.6 9 49 3.9 -1.0
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.6 20 38 6.1 +1.2
FDTX Fidelity Disruptive Technology ETF 0.6 50 8 3.0 -1.9
FDRR Fidelity Dividend ETF for Rising Rates 0.6 15 43 7.7 +2.9
FNX First Trust Mid Cap Core AlphaDEX Fund 0.6 60 -2 6.9 +2.0
FFLC Fidelity Fundamental Large Cap Core ETF 0.6 38 20 5.1 +0.3
CGGR Capital Group Growth ETF 0.6 39 19 3.6 -1.2
HLAL Wahed FTSE USA Shariah ETF 0.6 50 8 4.9 +0.0
IWP iShares Russell Mid-Cap Growth ETF 0.6 23 35 4.0 -0.8
DIM WisdomTree International MidCap Dividend Fund 0.6 58 0 7.5 +2.7
BKIE BNY Mellon International Equity ETF 0.6 4 54 6.9 +2.1
XJR iShares ESG Screened S&P Small-Cap ETF 0.6 12 46 7.1 +2.3
RSSL Global X Russell 2000 ETF 0.6 8 50 3.0 -1.9
FYT First Trust Small Cap Value AlphaDEX Fund 0.6 73 -15 9.9 +5.0
IVW iShares S&P 500 Growth ETF 0.6 18 40 4.6 -0.2
SPYG SPDR Portfolio S&P 500 Growth ETF 0.6 4 54 4.8 -0.1
PDP Invesco Dorsey Wright Momentum ETF 0.6 62 -4 3.6 -1.2
SCHC Schwab International Small-Cap Equity ETF 0.6 11 47 6.2 +1.4
KLDW Knowledge Leaders Developed World ETF 0.6 75 -17 4.8 -0.1
EFA iShares MSCI EAFE ETF 0.6 35 23 6.5 +1.7
FTA First Trust Large Cap Value AlphaDEX Fund 0.6 59 -1 8.4 +3.5
EWU iShares MSCI United Kingdom ETF 0.6 50 8 7.9 +3.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.6 9 49 5.7 +0.8
MVPS Amplify Thematic All-Stars ETF 0.6 49 9 3.1 -1.8
IUSG iShares Core S&P U.S. Growth ETF 0.6 4 54 4.8 -0.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.6 15 43 7.6 +2.8
QGRO American Century U.S. Quality Growth ETF 0.6 29 29 4.8 -0.0
VTWO Vanguard Russell 2000 ETF 0.6 10 48 3.3 -1.5
SMMD iShares Russell 2500 ETF 0.6 15 43 5.8 +1.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.6 15 43 6.2 +1.4
IWM iShares Russell 2000 ETF 0.6 19 39 3.4 -1.5
FLGB Franklin FTSE United Kingdom ETF 0.6 9 49 8.2 +3.4
VSGX Vanguard ESG International Stock ETF 0.6 12 46 6.5 +1.7
SMLF iShares U.S. SmallCap Equity Factor ETF 0.6 15 43 5.4 +0.5
VIOO Vanguard S&P Small-Cap 600 ETF 0.6 10 48 7.4 +2.6
FKU First Trust United Kingdom AlphaDEX Fund 0.6 80 -22 7.1 +2.3
FMIL Fidelity New Millennium ETF 0.5 59 -1 4.6 -0.2
IXP iShares Global Comm Services ETF 0.5 42 16 5.4 +0.6
IJR iShares Core S&P Small Cap ETF 0.5 6 52 7.4 +2.5
UMMA Wahed Dow Jones Islamic World ETF 0.5 65 -7 4.6 -0.3
WWJD Inspire International ETF 0.5 80 -22 6.9 +2.1
FDEM Fidelity Emerging Markets Multifactor ETF 0.5 25 33 11.4 +6.5
ONEQ Fidelity Nasdaq Composite Index ETF 0.5 21 37 4.0 -0.8
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.5 36 22 6.5 +1.7
AVES Avantis Emerging Markets Value ETF 0.5 36 22 10.9 +6.1
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 0.5 80 -22 5.2 +0.4
IEDI iShares U.S. Consumer Focused ETF 0.5 18 40 5.2 +0.3
FVAL Fidelity Value Factor ETF 0.5 15 43 7.3 +2.5
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.5 3 55 7.4 +2.6
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.5 25 33 11.3 +6.5
DEHP Dimensional Emerging Markets High Profitability ETF 0.5 41 17 6.6 +1.8
RPV Invesco S&P 500 Pure Value ETF 0.5 35 23 9.8 +5.0
SPDW SPDR Portfolio Developed World ex-US ETF 0.5 3 55 6.8 +2.0
FCPI Fidelity Stocks for Inflation ETF 0.5 15 43 8.6 +3.8
FVD First Trust Value Line Dividend Index Fund 0.5 65 -7 6.2 +1.4
FLEU Franklin FTSE Eurozone ETF 0.5 9 49 6.9 +2.1
AUSF Global X Adaptive U.S. Factor ETF 0.5 27 31 8.7 +3.9
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.5 39 19 7.7 +2.8
IXUS iShares Core MSCI Total International Stock ETF 0.5 7 51 7.0 +2.2
FELC Fidelity Enhanced Large Cap Core ETF 0.5 18 40 5.6 +0.8
RODE Hartford Multifactor Diversified International ETF 0.5 29 29 11.4 +6.6
CGXU Capital Group International Focus Equity ETF 0.5 54 4 5.1 +0.3
DON WisdomTree U.S. MidCap Dividend Fund 0.5 38 20 8.3 +3.4
FYX First Trust Small Cap Core AlphaDEX Fund 0.5 61 -3 5.8 +1.0
EZU iShares MSCI Eurozone ETF 0.5 52 6 6.3 +1.5
BTEK Future Tech ETF 0.5 88 -30 2.3 -2.6
JQUA JPMorgan U.S. Quality Factor ETF 0.5 12 46 6.0 +1.2
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.5 7 51 6.4 +1.5
CGUS Capital Group Core Equity ETF 0.5 33 25 4.6 -0.2
VEU Vanguard FTSE All-World ex-US Index Fund 0.5 8 50 7.0 +2.2
ONEY SPDR Russell 1000 Yield Focus ETF 0.5 20 38 9.9 +5.1
DIVI Franklin International Core Dividend Tilt Index ETF 0.5 9 49 7.6 +2.8
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.5 25 33 7.5 +2.7
VSLU Applied Finance Valuation Large Cap ETF 0.5 49 9 5.7 +0.9
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.4 39 19 7.2 +2.4
LRGF iShares U.S. Equity Factor ETF 0.4 8 50 5.9 +1.1
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.4 20 38 7.9 +3.1
QQQ Invesco QQQ Trust Series I 0.4 20 38 4.7 -0.1
QQQM Invesco NASDAQ 100 ETF 0.4 15 43 4.8 -0.1
AFSM First Trust Active Factor Small Cap ETF 0.4 75 -17 6.7 +1.9
VXUS Vanguard Total International Stock ETF 0.4 7 51 6.9 +2.1
VGK Vanguard FTSE Europe ETF 0.4 11 47 6.7 +1.8
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.4 35 23 6.2 +1.3
EFV iShares MSCI EAFE Value ETF 0.4 34 24 8.9 +4.1
SMDY Syntax Stratified MidCap ETF 0.4 35 23 5.6 +0.8
GDEF Goldman Sachs Defensive Equity ETF 0.4 55 3 4.8 0.0
IEUR iShares Core MSCI Europe ETF 0.4 11 47 6.6 +1.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.4 75 -17 4.3 -0.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.4 30 28 6.7 +1.9
NUDM Nuveen ESG International Developed Markets Equity ETF 0.4 31 27 6.3 +1.5
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.4 12 46 7.5 +2.7
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.4 45 13 6.6 +1.8
RWL Invesco S&P 500 Revenue ETF 0.4 39 19 6.8 +1.9
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.4 61 -3 4.9 +0.1
BBEU JPMorgan BetaBuilders Europe ETF 0.4 9 49 6.9 +2.1
GSPY Gotham Enhanced 500 ETF 0.4 50 8 5.3 +0.5
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.4 20 38 6.1 +1.2
ONEO SPDR Russell 1000 Momentum Focus ETF 0.4 20 38 7.2 +2.4
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.4 27 31 7.5 +2.6
ACWX iShares MSCI ACWI ex U.S. ETF 0.4 34 24 6.8 +1.9
SPEU SPDR Portfolio Europe ETF 0.4 7 51 6.6 +1.7
HDUS Hartford Disciplined US Equity ETF 0.4 19 39 6.2 +1.3
PSC Principal U.S. Small-Cap ETF 0.4 38 20 6.1 +1.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.4 29 29 6.1 +1.3
GXC SPDR S&P China ETF 0.4 59 -1 9.1 +4.3
WLDR Affinity World Leaders Equity ETF 0.4 67 -9 8.4 +3.6
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.4 41 17 6.7 +1.9
FLEE Franklin FTSE Europe ETF 0.4 9 49 6.9 +2.1
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.4 35 23 6.8 +2.0
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.4 35 23 9.7 +4.9
SVAL iShares US Small Cap Value Factor ETF 0.4 20 38 10.1 +5.3
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.4 46 12 6.5 +1.7
IOO iShares Global 100 ETF 0.4 41 17 4.9 +0.0
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.4 79 -21 5.9 +1.0
JHMD John Hancock Multifactor Developed International ETF 0.4 39 19 7.4 +2.6
QQMG Invesco ESG NASDAQ 100 ETF 0.4 20 38 4.8 0.0
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.4 25 33 6.5 +1.7
EZM WisdomTree U.S. MidCap Fund 0.3 38 20 7.8 +3.0
TPIF Timothy Plan International ETF 0.3 62 -4 6.5 +1.7
FELG Fidelity Enhanced Large Cap Growth ETF 0.3 18 40 5.0 +0.1
IEV iShares Europe ETF 0.3 67 -9 6.2 +1.3
FLAX Franklin FTSE Asia Ex Japan ETF 0.3 19 39 7.0 +2.1
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.3 29 29 8.6 +3.7
IUS Invesco RAFI Strategic US ETF 0.3 19 39 7.2 +2.4
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 0.3 50 8 7.7 +2.9
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.3 45 13 8.6 +3.8
EGUS iShares ESG Aware MSCI USA Growth ETF 0.3 18 40 4.6 -0.3
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.3 20 38 6.8 +2.0
MCHI iShares MSCI China ETF 0.3 59 -1 9.1 +4.3
OEF iShares S&P 100 ETF 0.3 20 38 5.0 +0.2
ROSC Hartford Multifactor Small Cap ETF 0.3 34 24 8.5 +3.7
GLOF iShares Global Equity Factor ETF 0.3 20 38 7.2 +2.4
LRND IQ U.S. Large Cap R&D Leaders ETF 0.3 14 44 6.0 +1.2
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.3 32 26 6.8 +1.9
FUNL CornerCap Fundametrics Large-Cap ETF 0.3 50 8 7.0 +2.2
QUS SPDR MSCI USA StrategicFactors ETF 0.3 15 43 5.9 +1.1
HELX Franklin Genomic Advancements ETF 0.3 50 8 0.1 -4.8
CWI SPDR MSCI ACWI ex-US ETF 0.3 30 28 6.7 +1.9
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.3 30 28 8.0 +3.2
FLCH Franklin FTSE China ETF 0.3 19 39 9.8 +5.0
FLJP Franklin FTSE Japan ETF 0.3 9 49 7.0 +2.2
BUZZ VanEck Social Sentiment ETF 0.3 75 -17 0.2 -4.6
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.3 38 20 6.7 +1.9
NANC Unusual Whales Subversive Democratic Trading ETF 0.3 75 -17 3.9 -0.9
ACWV iShares MSCI Global Min Vol Factor ETF 0.3 20 38 6.2 +1.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.3 65 -7 5.4 +0.6
CIL VictoryShares International Volatility Wtd ETF 0.3 45 13 6.8 +2.0
VIDI Vident International Equity Strategy ETF 0.3 61 -3 11.9 +7.0
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 0.3 51 7 6.7 +1.9
QLC FlexShares US Quality Large Cap Index Fund 0.2 25 33 5.6 +0.7
FLJH Franklin FTSE Japan Hedged ETF 0.2 9 49 7.3 +2.4
QWLD SPDR MSCI World StrategicFactors ETF 0.2 30 28 5.9 +1.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.2 9 49 5.7 +0.9
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.2 39 19 12.3 +7.5
DFEV Dimensional Emerging Markets Value ETF 0.2 43 15 11.1 +6.3
HKND Humankind US Stock ETF 0.2 11 47 7.1 +2.3
JVAL JPMorgan U.S. Value Factor ETF 0.2 12 46 8.2 +3.4
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.2 25 33 7.0 +2.2
BFOR ALPS Barron's 400 ETF 0.2 65 -7 6.4 +1.5
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.2 40 18 7.9 +3.0
SSLY Syntax Stratified SmallCap ETF 0.2 40 18 7.0 +2.1
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 19 8.6 +3.8
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.2 70 -12 6.3 +1.4
ECON Columbia Emerging Markets Consumer ETF 0.2 49 9 5.1 +0.2
AVEM Avantis Emerging Markets Equity ETF 0.2 33 25 8.8 +4.0
QDEF FlexShares Quality Dividend Defensive Index Fund 0.2 37 21 4.3 -0.5
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.2 30 28 7.9 +3.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.2 19 39 6.5 +1.7
BBJP JPMorgan BetaBuilders Japan ETF 0.2 19 39 6.9 +2.1
ANEW ProShares MSCI Transformational Changes ETF 0.2 45 13 3.6 -1.2
DWM WisdomTree International Equity Fund 0.2 48 10 7.8 +2.9
EWJV iShares MSCI Japan Value ETF 0.2 15 43 8.6 +3.7
FLQL Franklin LibertyQ U.S. Equity ETF 0.2 15 43 5.9 +1.0
DTH WisdomTree International High Dividend Fund 0.2 58 0 10.0 +5.1
JHEM John Hancock Multifactor Emerging Markets ETF 0.2 49 9 8.1 +3.2
SPXN ProShares S&P 500 Ex-Financials ETF 0.2 9 49 5.3 +0.5
WRND IQ Global Equity R&D Leaders ETF 0.2 18 40 7.1 +2.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.2 70 -12 2.2 -2.6
SQEW LeaderShares Equity Skew ETF 0.2 81 -23 4.0 -0.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.2 39 19 8.9 +4.0
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.2 38 20 8.1 +3.2
JGRO JPMorgan Active Growth ETF 0.2 44 14 3.6 -1.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.1 39 19 4.3 -0.6
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.1 25 33 6.9 +2.1
PKW Invesco Buyback Achievers ETF 0.1 62 -4 7.1 +2.3
DFAI Dimensional International Core Equity Market ETF 0.1 18 40 7.0 +2.1
HLGE Hartford Longevity Economy ETF 0.1 44 14 6.1 +1.2
BKF iShares MSCI BIC ETF 0.1 69 -11 7.3 +2.5
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.1 30 28 6.7 +1.9
VWID Virtus WMC International Dividend ETF 0.1 49 9 9.2 +4.4
HDAW Xtrackers MSCI All World ex US High Dividend Yield Equity ET 0.1 20 38 10.2 +5.4
DFUS Dimensional U.S. Equity ETF 0.1 9 49 5.1 +0.3
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 5.9 +1.1
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.1 45 13 7.9 +3.1
PXH Invesco FTSE RAFI Emerging Markets ETF 0.1 49 9 12.7 +7.9
DFAE Dimensional Emerging Core Equity Market ETF 0.1 35 23 7.4 +2.5
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.1 39 19 8.6 +3.8
DFIS Dimensional International Small Cap ETF 0.1 39 19 6.4 +1.6
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 28 7.9 +3.0
GWX SPDR S&P International Small Cap ETF 0.1 40 18 6.2 +1.4
SPMO Invesco S&P 500 Momentum ETF 0.1 13 45 3.9 -0.9
ROUS Hartford Multifactor US Equity ETF 0.1 19 39 6.9 +2.1
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 34 6.1 +1.3
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.1 41 17 7.5 +2.7
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.1 80 -22 8.1 +3.2
AVUS Avantis U.S. Equity ETF 0.1 15 43 5.9 +1.1
DOL WisdomTree International LargeCap Dividend Fund 0.1 48 10 7.7 +2.9
DFSU Dimensional US Sustainability Core 1 ETF 0.1 18 40 5.6 +0.8
DFIC Dimensional International Core Equity 2 ETF 0.1 23 35 7.5 +2.6
IDMO Invesco S&P International Developed Momentum ETF 0.1 25 33 7.6 +2.7
EEMA iShares MSCI Emerging Markets Asia ETF 0.1 49 9 6.6 +1.8
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.1 47 11 6.9 +2.1
EWJ iShares MSCI Japan ETF 0.1 50 8 7.1 +2.2
ISCF iShares International SmallCap Equity Factor ETF 0.1 23 35 8.7 +3.9
GMF SPDR S&P Emerging Asia Pacific ETF 0.1 49 9 6.2 +1.4
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 51 7.4 +2.6
DFAU Dimensional US Core Equity Market ETF 0.1 12 46 5.3 +0.5
SCHE Schwab Emerging Markets Equity ETF 0.1 11 47 7.3 +2.5
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.1 30 28 7.4 +2.5
EMGF iShares Emerging Markets Equity Factor ETF 0.1 25 33 8.7 +3.9
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.1 15 43 7.3 +2.5
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.1 66 -8 6.8 +1.9
VYMI Vanguard International High Dividend Yield ETF 0.1 22 36 9.6 +4.7
EEM iShares MSCI Emerging Markets ETF 0.1 69 -11 6.9 +2.0
DGRW WisdomTree US Quality Dividend Growth Fund 0.1 28 30 6.1 +1.3
EES WisdomTree U.S. SmallCap Fund 0.1 38 20 9.2 +4.4
BKEM BNY Mellon Emerging Markets Equity ETF 0.1 11 47 7.5 +2.6
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 22 7.1 +2.3
IVLU iShares MSCI Intl Value Factor ETF 0.1 30 28 11.0 +6.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 33 5.7 +0.9
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.1 59 -1 9.2 +4.4
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 49 7.5 +2.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.1 60 -2 4.2 -0.6
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 33 9.3 +4.4
AVDE Avantis International Equity ETF 0.1 23 35 7.8 +2.9
KRUZ Unusual Whales Subversive Republican Trading ETF 0.0 75 -17 5.7 +0.8
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.0 32 26 6.3 +1.4
VWO Vanguard FTSE Emerging Markets ETF 0.0 8 50 7.2 +2.3
FYC First Trust Small Cap Growth AlphaDEX Fund 0.0 71 -13 1.0 -3.9
JSTC Adasina Social Justice All Cap Global ETF 0.0 89 -31 4.9 +0.0
DFAC Dimensional U.S. Core Equity 2 ETF 0.0 17 41 5.6 +0.8
DISV Dimensional International Small Cap Value ETF 0.0 42 16 8.8 +3.9
ECNS iShares MSCI China Small-Cap ETF 0.0 59 -1 14.5 +9.7
DFIV Dimensional International Value ETF 0.0 27 31 9.8 +4.9
GVLU Gotham 1000 Value ETF 0.0 50 8 7.6 +2.8
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 8 4.8 -0.0
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.0 70 -12 7.2 +2.4

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 9.1 %
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		 1.55 CATEGORY
AVERAGE		 1.53
 
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.