The Real Estate Select Sector SPDR Fund
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- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
Select Sector SPDRŽ holding S&P 500 stocks in the Real Estate sector. Component industries Real Estate Investment Trusts, excluding Mortgage REITS. The fund seeks investment results that, before expenses, generally correspond to the price and yield performance of the benchmark index. |
Category | US Equities |
Fund Sponsor | State Street Global Advisors |
Website | www.sectorspdrs.com |
Inception date | Oct 07, 2015 |
Assets (mns) | $5,299 |
Currency | USD |
Expense ratio | 10 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | State Street Bank & Trust |
Weighting | Market Cap |
Index replication | Full |
Uses derivatives | No |
Options available | Yes |
No. of constituents | 30 |
Wgt avg mkt cap (mns) | $46,703 |
Large cap (>$10bn) | 98.7% |
Mid cap ($2-10bn) | 1.3% |
Small cap (<$2bn) | 0.0% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
PROLOGIS INC | 12.3 % |
AMERICAN TOWER CORP-CL A | 11.2 % |
EQUINIX INC | 7.2 % |
CROWN CASTLE INTL CORP | 7.0 % |
PUBLIC STORAGE | 5.0 % |
REALTY INCOME CORP | 4.5 % |
SIMON PROPERTY GROUP INC | 4.4 % |
WELLTOWER, INC. | 3.7 % |
VICI PROPERTIES INC | 3.5 % |
SBA COMMUNICATIONS CORP. CLASS A | 3.5 % | Total | 62.2 % |
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UNITED STATES | 99.8 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
-26.1% | -26.3% | 5.8% | -- | 6.2% |
versus... | Beta | R-squared |
S&P500 | 0.91 | 79% |
MSCI EAFE | 0.85 | 65% |
MSCI Emg. Mkts. | 0.65 | 42% |
Recent close | $39.99 |
30d moving avg. | $38.18 |
Annualized volatility | 21.9% |
Short interest (ETF) | 2.3% |
Short interest (Underlying) | 2.1% |
Relative strength (RSI) | 55 |
Avg. volume (thou.) | 6,484 |
Turnover | 4.9% |
Bid/Ask (% of price) | 0.03% |
ADV underlying (mns) | $4,376 |
FINDING ALTERNATIVE FUNDS
Below is a list of 446 potential alternatives to the The Real Estate Select Sector SPDR Fund ETF based on the alternatives' overlap in portfolio holdings with XLRE. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | XLRE | Expense: | 10 bp | ALTAR Score™: | 6.0% |
Ticker | Fund Name |
Overlap1 vs XLRE (%) |
Expense ratio (bp) |
Savings vs XLRE (bp) |
ALTAR Score™ (%) |
ALTAR vs XLRE (%) |
ICF | iShares Cohen & Steers REIT ETF | 82.3 | 32 | -22 | 5.7 | -0.3 |
IYR | iShares U.S. Real Estate ETF | 72.9 | 39 | -29 | 6.2 | +0.2 |
EWRE | Invesco S&P 500 Equal Weight Real Estate ETF | 71.5 | 40 | -30 | 6.5 | +0.5 |
DFAR | Dimensional US Real Estate ETF | 71.3 | 19 | -9 | 6.3 | +0.3 |
SCHH | Schwab U.S. REIT ETF | 71.0 | 7 | 3 | 6.4 | +0.5 |
FREL | Fidelity MSCI Real Estate Index ETF | 69.6 | 84 | -74 | 5.6 | -0.4 |
RWR | SPDR Dow Jones REIT ETF | 66.4 | 25 | -15 | 6.4 | +0.4 |
FRI | First Trust S&P REIT Index Fund | 65.9 | 50 | -40 | 6.3 | +0.3 |
USRT | iShares Core U.S. REIT ETF | 65.8 | 8 | 2 | 6.7 | +0.7 |
BBRE | JPMorgan BetaBuilders MSCI U.S. REIT ETF | 65.7 | 11 | -1 | 6.6 | +0.6 |
VNQ | Vanguard REIT Index Fund | 61.6 | 12 | -2 | 6.5 | +0.5 |
FPRO | Fidelity Real Estate Investment ETF | 53.8 | 59 | -49 | 5.4 | -0.6 |
ROOF | IQ US Real Estate Small Cap ETF | 52.9 | 60 | -50 | 4.8 | -1.2 |
AVRE | Avantis Real Estate ETF | 51.5 | 17 | -7 | 6.0 | -0.0 |
JPRE | JPMorgan Realty Income ETF | 51.1 | 50 | -40 | 5.7 | -0.3 |
REET | iShares Global REIT ETF | 46.8 | 14 | -4 | 6.2 | +0.2 |
RWO | SPDR Dow Jones Global Real Estate ETF | 45.6 | 50 | -40 | 6.0 | -0.0 |
PSR | Invesco Active U.S. Real Estate Fund | 44.8 | 35 | -25 | 5.8 | -0.2 |
SPRE | SP Funds S&P Global REIT Sharia ETF | 41.9 | 69 | -59 | 4.3 | -1.7 |
IVRA | Invesco Real Assets ESG ETF | 39.6 | 59 | -49 | 5.9 | -0.1 |
PPTY | PPTY-U.S. Diversified Real Estate ETF | 39.4 | 49 | -39 | 6.3 | +0.4 |
GQRE | FlexShares Global Quality Real Estate Index Fund | 36.4 | 45 | -35 | 6.5 | +0.5 |
SRVR | Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF | 33.8 | 60 | -50 | 5.8 | -0.2 |
RITA | ETFB Green SRI REITs ETF | 33.8 | 50 | -40 | 4.7 | -1.3 |
DTRE | Alerian Disruptive Technology Real Estate ETF | 33.1 | 60 | -50 | 5.4 | -0.6 |
VPN | Global X Data Center REITs & Digital Infrastructure ETF | 32.2 | 50 | -40 | 6.1 | +0.1 |
GREI | Goldman Sachs Future Real Estate and Infrastructure Equity E | 31.9 | 75 | -65 | 3.0 | -3.0 |
WTRE | WisdomTree New Economy Real Estate Fund | 30.3 | 58 | -48 | 4.3 | -1.7 |
DRW | WisdomTree Global ex-US Real Estate Fund | 28.6 | 58 | -48 | 3.6 | -2.4 |
JRE | Janus Henderson U.S. Real Estate ETF | 28.3 | 65 | -55 | 5.1 | -0.9 |
REZ | iShares Residential Real Estate Capped ETF | 27.5 | 48 | -38 | 5.6 | -0.4 |
NURE | Nuveen Short-Term REIT ETF | 21.4 | 35 | -25 | 5.2 | -0.8 |
INDS | Pacer Benchmark Industrial Real Estate SCTR ETF | 19.4 | 60 | -50 | 4.8 | -1.2 |
HAUS | Home Appreciation U.S. REIT ETF | 18.8 | 60 | -50 | 5.4 | -0.6 |
BYTE | Roundhill IO Digital Infrastructure ETF | 17.8 | 76 | -66 | 4.5 | -1.5 |
BLLD | JPMorgan Sustainable Infrastructure ETF | 16.3 | 49 | -39 | 4.6 | -1.4 |
HOMZ | Hoya Capital Housing ETF | 16.3 | 30 | -20 | 9.9 | +3.9 |
RESI | Kelly Residential & Apartment Real Estate ETF | 12.9 | 68 | -58 | 4.8 | -1.2 |
SPYD | SPDR S&P 500 High Dividend ETF | 12.8 | 7 | 3 | 10.8 | +4.9 |
XDAT | Franklin Exponential Data ETF | 12.5 | 50 | -40 | 4.0 | -2.0 |
NUMV | Nuveen ESG Mid-Cap Value ETF | 12.2 | 30 | -20 | 8.9 | +2.9 |
BIBL | Inspire ETF | 12.0 | 35 | -25 | 5.4 | -0.6 |
TOLZ | ProShares DJ Brookfield Global Infrastructure ETF | 11.9 | 47 | -37 | 4.8 | -1.2 |
SPHD | Invesco S&P 500 High Dividend Low Volatility ETF | 11.8 | 30 | -20 | 9.3 | +3.4 |
RDOG | ALPS REIT Dividend Dogs ETF | 11.7 | 35 | -25 | 10.2 | +4.2 |
VRAI | Virtus Real Asset Income ETF | 10.7 | 55 | -45 | 7.2 | +1.2 |
DFRA | Donoghue Forlines Yield Enhanced Real Asset ETF | 10.5 | 69 | -59 | 7.5 | +1.5 |
DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 10.3 | 60 | -50 | 7.8 | +1.8 |
VOE | Vanguard Mid-Cap Value Index Fund | 10.2 | 7 | 3 | 8.0 | +2.0 |
GLIF | AGFiQ Global Infrastructure ETF | 10.0 | 45 | -35 | 5.3 | -0.7 |
RIET | Hoya Capital High Dividend Yield ETF | 8.4 | 50 | -40 | 10.4 | +4.4 |
FIVG | Defiance Next Gen Connectivity ETF | 8.4 | 30 | -20 | 6.8 | +0.8 |
PY | Principal Shareholder Yield Index ETF | 8.4 | 15 | -5 | 7.7 | +1.7 |
NETL | NETLease Corporate Real Estate ETF | 8.0 | 60 | -50 | 7.2 | +1.2 |
BLDG | Cambria Global Real Estate ETF | 7.9 | 59 | -49 | 8.1 | +2.1 |
VO | Vanguard Mid-Cap Index Fund | 7.8 | 4 | 6 | 6.3 | +0.3 |
IDAT | iShares Cloud 5G and Tech ETF | 7.6 | 47 | -37 | 6.0 | +0.0 |
NUDV | Nuveen ESG Dividend ETF | 7.4 | 25 | -15 | 7.7 | +1.7 |
BWEB | Bitwise Web3 ETF | 7.2 | 85 | -75 | 1.7 | -4.3 |
KVLE | KFA Value Liner Dynamic Core Equity Index ETF | 7.1 | 55 | -45 | 6.9 | +0.9 |
IWS | iShares Russell Mid-Cap Value ETF | 7.1 | 23 | -13 | 7.0 | +1.0 |
PABU | iShares Paris-Aligned Climate MSCI USA ETF | 7.0 | 10 | 0 | 5.9 | -0.1 |
IMCV | iShares Morningstar Mid-Cap Value ETF | 7.0 | 6 | 4 | 8.1 | +2.1 |
TMFG | Motley Fool Global Opportunities ETF | 7.0 | 85 | -75 | 4.3 | -1.7 |
NZUS | SPDR MSCI USA Climate Paris Aligned ETF | 6.8 | 10 | 0 | 6.0 | 0.0 |
FCLD | Fidelity Cloud Computing ETF | 6.8 | 39 | -29 | 4.7 | -1.3 |
IMCB | iShares Morningstar Mid-Cap ETF | 6.7 | 4 | 6 | 6.4 | +0.4 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 6.7 | 4 | 6 | 6.4 | +0.4 |
RSPE | Invesco ESG S&P 500 Equal Weight ETF | 6.7 | 20 | -10 | 7.5 | +1.5 |
XRLV | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF | 6.6 | 25 | -15 | 6.0 | +0.1 |
FDVV | Fidelity Core Dividend ETF | 6.5 | 29 | -19 | 7.2 | +1.3 |
IMCG | iShares Morningstar Mid-Cap Growth ETF | 6.5 | 6 | 4 | 4.7 | -1.3 |
NXTG | First Trust Indxx NextG ETF | 6.4 | 70 | -60 | 6.9 | +0.9 |
YPS | Arrow Reverse Cap 500 ETF | 6.4 | 29 | -19 | 6.4 | +0.4 |
VEGN | US Vegan Climate ETF | 6.1 | 60 | -50 | 6.0 | +0.0 |
LYFE | 2nd Vote Life Neutral Plus ETF | 6.1 | 75 | -65 | 8.0 | +2.0 |
SPDV | AAM S&P 500 High Dividend Value ETF | 6.0 | 29 | -19 | 11.3 | +5.3 |
RSP | Invesco S&P 500 Equal Weight ETF | 6.0 | 20 | -10 | 6.6 | +0.7 |
MILN | Global X Millennial Consumer ETF | 5.9 | 50 | -40 | 2.9 | -3.1 |
HAPY | Harbor Corporate Culture Leaders ETF | 5.8 | 36 | -26 | 2.8 | -3.2 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 5.7 | 9 | 1 | 6.5 | +0.5 |
GK | AdvisorShares Gerber Kawasaki ETF | 5.7 | 81 | -71 | 5.2 | -0.8 |
SPLV | Invesco S&P 500 Low Volatility ETF | 5.7 | 25 | -15 | 6.1 | +0.1 |
ALTL | Pacer Lunt Large Cap Alternator ETF | 5.7 | 60 | -50 | 5.7 | -0.3 |
DEMZ | Advisors Inner Circle Fund III DEMZ Political Contributions | 5.6 | 45 | -35 | 6.1 | +0.1 |
QDEF | FlexShares Quality Dividend Defensive Index Fund | 5.5 | 37 | -27 | 7.7 | +1.7 |
MKEM | Meakem Value and Inflation Screen | 5.4 | 10 | 0 | 5.7 | -0.3 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 5.3 | 18 | -8 | 8.3 | +2.3 |
VOT | Vanguard Mid-Cap Growth Index Fund | 5.3 | 7 | 3 | 4.6 | -1.4 |
LGLV | SPDR Russell 1000 Low Volatility ETF | 5.2 | 12 | -2 | 5.8 | -0.2 |
NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | 5.2 | 47 | -37 | 6.2 | +0.2 |
DYNF | BlackRock U.S. Equity Factor Rotation ETF | 5.2 | 30 | -20 | 6.2 | +0.2 |
IWR | iShares Russell Midcap ETF | 5.1 | 18 | -8 | 6.1 | +0.1 |
SSPX | Janus Henderson U.S. Sustainable Equity ETF | 5.1 | 55 | -45 | 4.4 | -1.6 |
RBLD | First Trust Alerian US NextGen Infrastructure ETF | 5.0 | 65 | -55 | 5.2 | -0.8 |
ICAP | InfraCap Equity Income Fund ETF | 4.9 | 80 | -70 | 9.2 | +3.3 |
SXUS | Janus Henderson International Sustainable Equity ETF | 4.9 | 60 | -50 | 4.2 | -1.8 |
DEF | Invesco Defensive Equity ETF | 4.9 | 55 | -45 | 6.3 | +0.3 |
HOTL | Kelly Hotel & Lodging Sector ETF | 4.9 | 78 | -68 | 2.8 | -3.2 |
BEDZ | AdvisorShares Hotel ETF | 4.9 | 99 | -89 | 1.3 | -4.7 |
GGRW | Gabelli Growth Innovators ETF | 4.8 | 90 | -80 | 3.9 | -2.1 |
FLDZ | RiverNorth Volition America Patriot ETF | 4.8 | 70 | -60 | 5.6 | -0.4 |
VOOV | Vanguard S&P 500 Value ETF | 4.8 | 10 | 0 | 6.8 | +0.9 |
IVE | iShares S&P 500 Value ETF | 4.8 | 18 | -8 | 6.7 | +0.8 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 4.8 | 4 | 6 | 6.9 | +0.9 |
VALQ | American Century STOXX U.S. Quality Value ETF | 4.7 | 29 | -19 | 10.3 | +4.3 |
FCPI | Fidelity Stocks for Inflation ETF | 4.7 | 29 | -19 | 9.3 | +3.3 |
SIZE | iShares MSCI USA Size Factor ETF | 4.7 | 15 | -5 | 5.9 | -0.1 |
EUSA | iShares MSCI USA Equal Weighted ETF | 4.7 | 9 | 1 | 6.2 | +0.2 |
USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 4.6 | 10 | 0 | 6.6 | +0.6 |
INFL | Horizon Kinetics Inflation Beneficiaries ETF | 4.6 | 85 | -75 | 4.8 | -1.2 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 4.5 | 24 | -14 | 8.4 | +2.4 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 4.5 | 28 | -18 | 7.2 | +1.2 |
IUSV | iShares Core S&P U.S. Value ETF | 4.5 | 4 | 6 | 7.0 | +1.0 |
ULVM | VictoryShares USAA MSCI USA Value Momentum ETF | 4.5 | 20 | -10 | 8.0 | +2.0 |
BLES | Inspire Global Hope Large Cap ETF | 4.5 | 49 | -39 | 6.4 | +0.4 |
USXF | iShares ESG Advanced MSCI USA ETF | 4.4 | 10 | 0 | 6.2 | +0.2 |
RYJ | Invesco Raymond James SB-1 Equity ETF | 4.4 | 81 | -71 | 3.6 | -2.4 |
QDF | FlexShares Quality Dividend Index Fund | 4.4 | 37 | -27 | 8.0 | +2.0 |
SNPV | Xtrackers S&P ESG Value ETF | 4.3 | 15 | -5 | 7.3 | +1.3 |
ECOZ | TrueMark ESG Active Opportunities ETF | 4.3 | 58 | -48 | 5.3 | -0.7 |
NULV | Nuveen ESG Large-Cap Value ETF | 4.2 | 25 | -15 | 8.1 | +2.1 |
CZA | Invesco Zacks Mid-Cap ETF | 4.1 | 69 | -59 | 6.5 | +0.5 |
MBCC | Monarch Blue Chips Core ETF | 4.1 | 125 | -115 | 4.0 | -2.0 |
ONEY | SPDR Russell 1000 Yield Focus ETF | 4.0 | 20 | -10 | 10.1 | +4.1 |
QDYN | FlexShares Quality Dividend Dynamic Index Fund | 4.0 | 37 | -27 | 8.8 | +2.8 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 4.0 | 20 | -10 | 6.4 | +0.5 |
DTD | WisdomTree U.S.Total Dividend Fund | 3.9 | 28 | -18 | 7.4 | +1.4 |
AGNG | Global X Aging Population ETF | 3.9 | 50 | -40 | 4.0 | -2.0 |
SPMV | Invesco S&P 500 Minimum Variance ETF | 3.9 | 10 | 0 | 6.3 | +0.3 |
NOBL | ProShares S&P 500 Dividend Aristocrats ETF | 3.9 | 35 | -25 | 6.5 | +0.5 |
GBUY | Goldman Sachs Future Consumer Equity ETF | 3.8 | 75 | -65 | 3.1 | -2.9 |
SNPD | Xtrackers S&P ESG Dividend Aristocrats ETF | 3.8 | 15 | -5 | 6.8 | +0.8 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 3.7 | 27 | -17 | 6.5 | +0.5 |
SDY | SPDR S&P Dividend ETF | 3.7 | 35 | -25 | 6.9 | +0.9 |
KONG | Formidable Fortress ETF | 3.7 | 89 | -79 | 6.1 | +0.1 |
DSI | iShares MSCI KLD 400 Social ETF | 3.6 | 25 | -15 | 6.4 | +0.4 |
SCHV | Schwab U.S. Large-Cap Value ETF | 3.6 | 4 | 6 | 7.5 | +1.5 |
HUSV | First Trust Horizon Managed Volatility Domestic ETF | 3.6 | 70 | -60 | 5.6 | -0.4 |
SDG | iShares Sustainable MSCI Global Impact ETF | 3.6 | 49 | -39 | 8.6 | +2.6 |
FVD | First Trust Value Line Dividend Index Fund | 3.5 | 67 | -57 | 6.4 | +0.4 |
QLV | FlexShares US Quality Low Volatility Index Fund | 3.5 | 22 | -12 | 6.2 | +0.2 |
BJK | VanEck Gaming ETF | 3.5 | 62 | -52 | 1.5 | -4.5 |
DHS | WisdomTree U.S. High Dividend Fund | 3.5 | 38 | -28 | 8.3 | +2.3 |
TMFM | Motley Fool Mid-Cap Growth ETF | 3.5 | 85 | -75 | 4.5 | -1.5 |
GPAL | Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca | 3.5 | 20 | -10 | 7.1 | +1.1 |
SEIM | SEI Enhanced U.S. Large Cap Momentum Factor ETF | 3.4 | 15 | -5 | 6.8 | +0.8 |
USEQ | Invesco Russell 1000 Enhanced Equal Weight ETF | 3.4 | 29 | -19 | 7.8 | +1.8 |
FTA | First Trust Large Cap Value AlphaDEX Fund | 3.4 | 59 | -49 | 9.6 | +3.6 |
VONV | Vanguard Russell 1000 Value Index Fund | 3.4 | 8 | 2 | 7.4 | +1.4 |
SUSA | iShares MSCI USA ESG Select ETF | 3.4 | 25 | -15 | 6.0 | +0.0 |
IWD | iShares Russell 1000 Value ETF | 3.4 | 18 | -8 | 7.3 | +1.3 |
JOET | Virtus Terranova US Quality Momentum ETF | 3.4 | 29 | -19 | 6.8 | +0.8 |
KLCD | KFA Large Cap Quality Dividend Index ETF | 3.3 | 40 | -30 | 7.4 | +1.4 |
ERTH | Invesco MSCI Sustainable Future ETF | 3.3 | 56 | -46 | 3.4 | -2.6 |
CLOU | Global X Cloud Computing ETF | 3.3 | 68 | -58 | 1.9 | -4.1 |
IQSU | IQ Candriam ESG US Equity ETF | 3.3 | 9 | 1 | 6.0 | 0.0 |
USLB | Invesco Russell 1000 Low Beta Equal Weight ETF | 3.3 | 35 | -25 | 7.8 | +1.8 |
AFLG | First Trust Active Factor Large Cap ETF | 3.3 | 55 | -45 | 7.4 | +1.4 |
MAGA | Point Bridge GOP Stock Tracker ETF | 3.3 | 72 | -62 | 6.3 | +0.3 |
SSPY | Syntax Stratified LargeCap ETF | 3.3 | 30 | -20 | 7.1 | +1.1 |
PZLD | Puzzle Divdend Leaders | 3.3 | 10 | 0 | 6.8 | +0.8 |
PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 3.3 | 60 | -50 | 5.1 | -0.9 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 3.2 | 27 | -17 | 5.9 | -0.1 |
IVLC | Invesco US Large Cap Core ESG ETF | 3.2 | 48 | -38 | 6.0 | +0.0 |
CHGX | Change Finance U.S. Large Cap Fossil Fuel Free ETF | 3.2 | 49 | -39 | 6.7 | +0.7 |
VICE | AdvisorShares Vice ETF | 3.2 | 99 | -89 | 5.2 | -0.8 |
ESGU | iShares MSCI USA ESG Optimized ETF | 3.2 | 15 | -5 | 6.3 | +0.3 |
DEIF | Sterling Capital Diverse Multi-Manager Active ETF | 3.2 | 65 | -55 | 7.2 | +1.2 |
GSPY | Gotham Enhanced 500 ETF | 3.1 | 50 | -40 | 7.0 | +1.0 |
XVV | iShares ESG Screened S&P 500 ETF | 3.1 | 8 | 2 | 6.4 | +0.4 |
YLDE | ClearBridge Dividend Strategy ESG ETF | 3.1 | 59 | -49 | 6.4 | +0.4 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 3.1 | 20 | -10 | 6.1 | +0.1 |
DEW | WisdomTree Global High Dividend Fund | 3.1 | 58 | -48 | 9.7 | +3.7 |
DON | WisdomTree U.S. MidCap Dividend Fund | 3.0 | 38 | -28 | 8.5 | +2.5 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 3.0 | 59 | -49 | 7.4 | +1.4 |
IBET | iBET Sports Betting and Gaming ETF | 3.0 | 79 | -69 | 2.2 | -3.8 |
VTV | Vanguard Value Index Fund | 3.0 | 4 | 6 | 7.7 | +1.8 |
VLUE | iShares MSCI USA Value Factor ETF | 2.9 | 15 | -5 | 12.5 | +6.5 |
ESMV | iShares ESG MSCI USA Min Vol Factor ETF | 2.9 | 18 | -8 | 6.4 | +0.5 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 2.9 | 27 | -17 | 6.3 | +0.3 |
SUSL | iShares ESG MSCI USA Leaders ETF | 2.9 | 10 | 0 | 6.4 | +0.4 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 2.9 | 10 | 0 | 6.3 | +0.4 |
QLC | FlexShares US Quality Large Cap Index Fund | 2.9 | 25 | -15 | 7.2 | +1.2 |
ILCG | iShares Morningstar Growth ETF | 2.9 | 4 | 6 | 5.1 | -0.9 |
EGIS | 2nd Vote Society Defended ETF | 2.9 | 75 | -65 | 7.3 | +1.3 |
GFGF | Guru Favorite Stocks ETF | 2.9 | 65 | -55 | 6.7 | +0.7 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 2.9 | 20 | -10 | 19.2 | +13.2 |
IUSA | Amberwave Invest USA JSG Fund | 2.8 | 67 | -57 | 6.8 | +0.8 |
QUAL | iShares MSCI Usa Quality Factor ETF | 2.8 | 15 | -5 | 7.4 | +1.4 |
JHMM | John Hancock Multifactor Mid Cap ETF | 2.8 | 41 | -31 | 7.3 | +1.3 |
NUMG | Nuveen ESG Mid-Cap Growth ETF | 2.8 | 30 | -20 | 2.2 | -3.8 |
FSST | Fidelity Sustainability U.S. Equity ETF | 2.8 | 59 | -49 | 6.1 | +0.1 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 2.8 | 15 | -5 | 6.0 | +0.0 |
ESGV | Vanguard ESG U.S. Stock ETF | 2.8 | 9 | 1 | 6.2 | +0.2 |
CBSE | Changebridge Capital Sustainable Equity ETF | 2.8 | 85 | -75 | 0.9 | -5.1 |
IVV | iShares Core S&P 500 ETF | 2.8 | 3 | 7 | 6.4 | +0.4 |
SPY | SPDR S&P 500 ETF Trust | 2.8 | 9 | 1 | 6.4 | +0.4 |
PLRG | Principal US Large-Cap Adaptive Multi-Factor ETF | 2.8 | 15 | -5 | 6.5 | +0.5 |
VOO | VANGUARD S&P 500 ETF | 2.8 | 3 | 7 | 6.4 | +0.4 |
SPLG | SPDR Portfolio S&P 500 ETF | 2.7 | 3 | 7 | 6.4 | +0.4 |
REVS | Columbia Research Enhanced Value ETF | 2.7 | 19 | -9 | 9.1 | +3.1 |
ZECP | Zacks Earnings Consistent Portfolio ETF | 2.7 | 55 | -45 | 6.5 | +0.5 |
SNPE | Xtrackers S&P 500 ESG ETF | 2.7 | 10 | 0 | 6.5 | +0.6 |
TECB | iShares US Tech Breakthrough Multisector ETF | 2.7 | 40 | -30 | 5.9 | -0.1 |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 2.7 | 14 | -4 | 6.4 | +0.4 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 2.7 | 29 | -19 | 6.1 | +0.2 |
JHML | John Hancock Multifactor Large Cap ETF | 2.7 | 29 | -19 | 6.6 | +0.6 |
GURU | Global X Guru Index ETF | 2.6 | 75 | -65 | 3.8 | -2.2 |
BOSS | Global X Founder-Run Companies ETF | 2.6 | 45 | -35 | 2.7 | -3.3 |
RDIV | Invesco S&P Ultra Dividend Revenue ETF | 2.6 | 39 | -29 | 11.3 | +5.3 |
LEAD | Siren DIVCON Leaders Dividend ETF | 2.6 | 43 | -33 | 8.0 | +2.0 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 2.6 | 2 | 8 | 6.3 | +0.3 |
VV | Vanguard Large-Cap Index Fund | 2.6 | 4 | 6 | 6.3 | +0.3 |
FDMO | Fidelity Momentum Factor ETF | 2.6 | 29 | -19 | 6.0 | -0.0 |
PBUS | Invesco PureBeta MSCI USA ETF | 2.6 | 4 | 6 | 6.3 | +0.3 |
ETHO | Etho Climate Leadership U.S. ETF | 2.6 | 47 | -37 | 4.6 | -1.4 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 2.6 | 7 | 3 | 6.3 | +0.3 |
ADME | Aptus Drawdown Managed Equity ETF | 2.6 | 79 | -69 | 5.6 | -0.4 |
ILCB | iShares Morningstar U.S. Equity ETF | 2.6 | 3 | 7 | 6.3 | +0.3 |
FTC | First Trust Large Cap Growth AlphaDEX Fund | 2.6 | 59 | -49 | 5.1 | -0.9 |
SCHX | Schwab U.S. Large-Cap ETF | 2.6 | 3 | 7 | 6.3 | +0.3 |
WOOD | iShares Global Timber & Forestry ETF | 2.6 | 40 | -30 | 10.2 | +4.2 |
CUT | Invesco MSCI Global Timber ETF | 2.6 | 60 | -50 | 9.1 | +3.1 |
QDIV | Global X S&P 500 Quality Dividend ETF | 2.5 | 20 | -10 | 9.0 | +3.0 |
STRV | Strive 500 ETF | 2.5 | 5 | 5 | 6.3 | +0.3 |
SHE | SPDR SSGA Gender Diversity Index ETF | 2.5 | 20 | -10 | 6.5 | +0.5 |
IWB | iShares Russell 1000 ETF | 2.5 | 15 | -5 | 6.1 | +0.2 |
VOTE | Engine No. 1 Transform 500 ETF | 2.5 | 5 | 5 | 6.3 | +0.3 |
VONE | Vanguard Russell 1000 ETF | 2.5 | 8 | 2 | 6.2 | +0.2 |
TEMP | JPMorgan Climate Change Solutions ETF | 2.5 | 49 | -39 | 4.4 | -1.6 |
SPTM | SPDR Portfolio Total Stock Market ETF | 2.5 | 3 | 7 | 6.5 | +0.5 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 2.5 | 12 | -2 | 6.5 | +0.5 |
SCHK | Schwab 1000 Index ETF | 2.5 | 5 | 5 | 6.2 | +0.3 |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 2.5 | 20 | -10 | 8.0 | +2.0 |
IYY | iShares Dow Jones U.S. ETF | 2.5 | 20 | -10 | 6.1 | +0.1 |
HVAL | ALPS Hillman Active Value ETF | 2.4 | 55 | -45 | 7.7 | +1.7 |
RECS | Columbia Research Enhanced Core ETF | 2.4 | 15 | -5 | 7.3 | +1.3 |
DIVB | iShares Core Dividend | 2.4 | 5 | 5 | 8.1 | +2.1 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 2.4 | 11 | -1 | 6.2 | +0.2 |
PZLG | Puzzle Mature Growth | 2.4 | 10 | 0 | 5.8 | -0.2 |
VTHR | Vanguard Russell 3000 Index Fund | 2.4 | 10 | 0 | 6.0 | +0.0 |
IWV | iShares Russell 3000 ETF | 2.4 | 20 | -10 | 5.9 | -0.1 |
VTI | Vanguard Total Stock Market Index Fund | 2.4 | 3 | 7 | 6.0 | -0.0 |
SCHB | Schwab U.S. Broad Market ETF | 2.3 | 3 | 7 | 6.1 | +0.1 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 2.3 | 3 | 7 | 6.0 | -0.0 |
NULC | Nuveen ESG Large-Cap ETF | 2.3 | 20 | -10 | 6.2 | +0.2 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 2.3 | 12 | -2 | 6.3 | +0.3 |
ILCV | iShares Morningstar Value ETF | 2.3 | 4 | 6 | 7.6 | +1.6 |
KRMA | Global X Conscious Companies ETF | 2.3 | 43 | -33 | 6.5 | +0.5 |
RNDV | US Equity Dividend Select ETF | 2.3 | 50 | -40 | 9.1 | +3.2 |
RNLC | Large Cap US Equity Select ETF | 2.3 | 60 | -50 | 7.2 | +1.2 |
VUG | Vanguard Growth Index Fund | 2.3 | 4 | 6 | 5.4 | -0.6 |
SCHM | Schwab U.S. Mid-Cap ETF | 2.3 | 4 | 6 | 6.1 | +0.1 |
JEPI | JPMorgan Equity Premium Income ETF | 2.3 | 35 | -25 | 5.9 | -0.1 |
JQUA | JPMorgan U.S. Quality Factor ETF | 2.2 | 12 | -2 | 6.9 | +0.9 |
VNSE | Natixis Vaughan Nelson Select ETF | 2.2 | 80 | -70 | 4.0 | -2.0 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 2.2 | 9 | 1 | 7.0 | +1.0 |
SPUS | SP Funds S&P 500 Sharia Industry Exclusions ETF | 2.2 | 49 | -39 | 5.9 | -0.1 |
FDRR | Fidelity Dividend ETF for Rising Rates | 2.2 | 29 | -19 | 8.0 | +2.1 |
ACVF | American Conservative Values ETF | 2.2 | 75 | -65 | 5.5 | -0.5 |
SPVM | Invesco S&P 500 Value with Momentum ETF | 2.2 | 39 | -29 | 9.1 | +3.1 |
FDLO | Fidelity Low Volatility Factor ETF | 2.2 | 29 | -19 | 6.1 | +0.1 |
FQAL | Fidelity Quality Factor ETF | 2.2 | 29 | -19 | 7.5 | +1.5 |
SFY | SoFi Select 500 ETF | 2.2 | 0 | 10 | 6.4 | +0.4 |
GDOC | Goldman Sachs Future Health Care Equity ETF | 2.2 | 75 | -65 | 1.7 | -4.3 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 2.1 | 12 | -2 | 6.5 | +0.5 |
JAVA | JPMorgan Active Value ETF | 2.1 | 44 | -34 | 6.7 | +0.7 |
FLQM | Franklin LibertyQ U.S. Mid Cap Equity ETF | 2.1 | 30 | -20 | 8.2 | +2.2 |
FLLV | Franklin Liberty U.S. Low Volatility ETF | 2.1 | 29 | -19 | 6.4 | +0.4 |
QVML | Invesco S&P 500 QVM Multi-factor ETF | 2.1 | 11 | -1 | 6.6 | +0.6 |
ESG | FlexShares STOXX US ESG Impact Index Fund | 2.1 | 32 | -22 | 6.2 | +0.2 |
EQWL | Invesco Russell Top 200 Equal Weight ETF | 2.1 | 25 | -15 | 7.3 | +1.3 |
PRF | Invesco FTSE RAFI US 1000 ETF | 2.1 | 39 | -29 | 7.6 | +1.6 |
BUYZ | Franklin Disruptive Commerce ETF | 2.0 | 50 | -40 | 2.6 | -3.4 |
FUNL | CornerCap Fundametrics Large-Cap ETF | 2.0 | 50 | -40 | 8.3 | +2.3 |
RESP | WisdomTree US ESG Fund of Benef Interest | 2.0 | 28 | -18 | 7.5 | +1.5 |
GTEK | Goldman Sachs Future Tech Leaders Equity ETF | 2.0 | 75 | -65 | 4.0 | -2.0 |
FVAL | Fidelity Value Factor ETF | 2.0 | 29 | -19 | 9.8 | +3.8 |
MGK | Vanguard Mega Cap Growth ETF | 2.0 | 7 | 3 | 5.6 | -0.4 |
YALL | God Bless America ETF | 2.0 | 65 | -55 | 4.5 | -1.5 |
ACWF | iShares MSCI Global Multifactor ETF | 2.0 | 35 | -25 | 9.4 | +3.5 |
LRGF | iShares Edge MSCI Multifactor USA ETF | 2.0 | 8 | 2 | 7.2 | +1.2 |
DEUS | Xtrackers Russell 1000 Comprehensive Factor ETF | 2.0 | 17 | -7 | 8.0 | +2.1 |
NTZG | Nuveen Global Net Zero Transition ETF | 2.0 | 55 | -45 | 5.6 | -0.4 |
LVOL | American Century Low Volatility ETF | 1.9 | 29 | -19 | 5.7 | -0.3 |
CLRG | IQ Chaikin U.S. Large Cap ETF | 1.9 | 25 | -15 | 6.4 | +0.4 |
JZRO | Janus Henderson Net Zero Transition Resources ETF | 1.9 | 60 | -50 | 6.6 | +0.6 |
JUSA | JPMorgan ActiveBuilders U.S. Large Cap Equity ETF | 1.9 | 17 | -7 | 6.7 | +0.7 |
TOK | iShares MSCI Kokusai ETF | 1.9 | 25 | -15 | 6.5 | +0.5 |
FLRG | Fidelity U.S. Multifactor ETF | 1.9 | 29 | -19 | 8.3 | +2.3 |
UBCB | UBC Algorithmic Fundamentals ETF | 1.9 | 75 | -65 | 5.6 | -0.4 |
TTAC | TrimTabs US Free Cash Flow Quality ETF | 1.8 | 59 | -49 | 7.3 | +1.3 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 1.8 | 9 | 1 | 6.6 | +0.7 |
LRGE | ClearBridge Large Cap Growth ESG ETF | 1.8 | 59 | -49 | 4.2 | -1.8 |
CGUS | Capital Group Core Equity ETF | 1.8 | 33 | -23 | 6.3 | +0.3 |
AUSF | Global X Adaptive U.S. Factor ETF | 1.8 | 27 | -17 | 6.8 | +0.8 |
AILG | Alpha Intelligent - Large Cap Growth ETF | 1.8 | 85 | -75 | 4.5 | -1.5 |
EPS | WisdomTree U.S. Earnings 500 Fund | 1.8 | 8 | 2 | 7.7 | +1.7 |
EQOP | Natixis U.S. Equity Opportunities ETF | 1.8 | 85 | -75 | 6.0 | +0.0 |
STLV | iShares Factors US Value Style ETF | 1.8 | 25 | -15 | 9.7 | +3.7 |
RAFE | PIMCO RAFI ESG U.S. ETF | 1.8 | 29 | -19 | 8.8 | +2.8 |
URTH | iShares MSCI World ETF | 1.7 | 24 | -14 | 6.6 | +0.6 |
TILT | Flexshares Morningstar US Market Factors Tilt Index Fund | 1.7 | 25 | -15 | 6.5 | +0.5 |
VDNI | V-Shares US Leadership Diversity ETF | 1.7 | 29 | -19 | 6.8 | +0.8 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 1.7 | 69 | -59 | 10.7 | +4.7 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 1.7 | 20 | -10 | 8.4 | +2.4 |
DIV | Global X SuperDividend US ETF | 1.6 | 45 | -35 | 6.7 | +0.7 |
SAMT | Strategas Macro Thematic Opportunities ETF | 1.6 | 65 | -55 | 3.9 | -2.1 |
FNDX | Schwab Fundamental U.S. Large Co. Index ETF | 1.6 | 25 | -15 | 7.7 | +1.7 |
ISHP | First Trust S-Network E-Commerce ETF | 1.6 | 60 | -50 | 5.5 | -0.5 |
IWF | iShares Russell 1000 Growth ETF | 1.6 | 18 | -8 | 5.8 | -0.2 |
IWP | iShares Russell Mid-Cap Growth ETF | 1.6 | 23 | -13 | 4.7 | -1.3 |
VONG | Vanguard Russell 1000 Growth Index Fund | 1.6 | 8 | 2 | 5.9 | -0.1 |
IWY | iShares Russell Top 200 Growth ETF | 1.6 | 20 | -10 | 6.0 | +0.0 |
IWL | iShares Russell Top 200 ETF | 1.6 | 15 | -5 | 6.2 | +0.2 |
TMFC | Motley Fool 100 Index ETF | 1.5 | 50 | -40 | 5.2 | -0.8 |
IWX | iShares Russell Top 200 Value ETF | 1.5 | 20 | -10 | 7.4 | +1.4 |
ACWI | iShares MSCI ACWI ETF | 1.5 | 32 | -22 | 6.6 | +0.6 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 1.5 | 75 | -65 | 6.7 | +0.7 |
AQGX | AI Quality Growth ETF | 1.5 | 97 | -87 | 5.4 | -0.6 |
CIRC | JPMorgan Sustainable Consumption ETF | 1.5 | 49 | -39 | 4.8 | -1.2 |
FNDB | Schwab Fundamental U.S. Broad Market Index ETF | 1.5 | 25 | -15 | 7.6 | +1.6 |
MGC | Vanguard Mega Cap Index Fund | 1.5 | 7 | 3 | 6.3 | +0.3 |
VLU | SPDR S&P 1500 Value Tilt ETF | 1.5 | 12 | -2 | 8.2 | +2.2 |
MVPS | Amplify Thematic All-Stars ETF | 1.5 | 49 | -39 | 2.4 | -3.6 |
DFND | Siren DIVCON Dividend Defender ETF | 1.4 | 150 | -140 | 7.0 | +1.1 |
CACG | ClearBridge All Cap Growth ETF | 1.4 | 53 | -43 | 4.7 | -1.3 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 1.4 | 49 | -39 | 6.4 | +0.4 |
OALC | OneAscent Large Cap Core ETF | 1.4 | 76 | -66 | 6.5 | +0.5 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 1.4 | 20 | -10 | 6.8 | +0.8 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 1.4 | 0 | 10 | 6.3 | +0.3 |
RFDA | RiverFront Dynamic US Dividend Advantage ETF | 1.4 | 52 | -42 | 7.9 | +1.9 |
VT | Vanguard Total World Stock ETF | 1.4 | 7 | 3 | 6.7 | +0.7 |
FSMD | Fidelity Small-Mid Factor ETF | 1.4 | 29 | -19 | 8.3 | +2.4 |
SIXA | 6 Meridian Mega Cap Equity ETF | 1.4 | 82 | -72 | 8.1 | +2.1 |
SMOT | VanEck Morningstar SMID Moat ETF | 1.4 | 49 | -39 | 7.8 | +1.8 |
JRNY | ALPS Global Travel Beneficiaries ETF | 1.4 | 65 | -55 | 0.7 | -5.3 |
CRUZ | Defiance Hotel Airline and Cruise ETF | 1.4 | 45 | -35 | -4.4 | -10.4 |
FMIL | Fidelity New Millennium ETF | 1.3 | 59 | -49 | 6.7 | +0.7 |
VSLU | Applied Finance Valuation Large Cap ETF | 1.3 | 49 | -39 | 7.7 | +1.7 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 1.3 | 63 | -53 | 3.6 | -2.4 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 1.3 | 15 | -5 | 8.1 | +2.1 |
SMMD | iShares Russell 2500 ETF | 1.3 | 15 | -5 | 5.8 | -0.2 |
RFFC | RiverFront Dynamic US Flex-Cap ETF | 1.3 | 52 | -42 | 6.2 | +0.2 |
SNPG | Xtrackers S&P 500 Growth ESG ETF | 1.3 | 15 | -5 | 6.1 | +0.1 |
JVAL | JPMorgan U.S. Value Factor ETF | 1.3 | 12 | -2 | 9.2 | +3.2 |
WKLY | SoFi Weekly Dividend ETF | 1.3 | 49 | -39 | 8.4 | +2.4 |
AIEQ | AI Powered Equity ETF | 1.3 | 75 | -65 | -1.8 | -7.8 |
SCHG | Schwab U.S. Large-Cap Growth ETF | 1.3 | 40 | -30 | 4.8 | -1.2 |
KOCG | FIS Knights of Columbus Global Belief ETF | 1.3 | 75 | -65 | 7.8 | +1.8 |
FLV | American Century Focused Large Cap Value ETF | 1.2 | 42 | -32 | 7.3 | +1.3 |
USMV | iShares Edge MSCI Min Vol USA ETF | 1.2 | 15 | -5 | 6.3 | +0.3 |
HLAL | Wahed FTSE USA Shariah ETF | 1.2 | 50 | -40 | 6.0 | +0.0 |
FCTR | First Trust Lunt U.S. Factor Rotation ETF | 1.2 | 65 | -55 | 5.4 | -0.6 |
QUS | SPDR MSCI USA StrategicFactors ETF | 1.2 | 15 | -5 | 6.9 | +0.9 |
SPGP | Invesco S&P 500 GARP ETF | 1.2 | 36 | -26 | 8.9 | +2.9 |
HEET | Hartford Schroders ESG US Equity ETF | 1.2 | 39 | -29 | 7.4 | +1.4 |
DVOL | First Trust Dorsey Wright Momentum & Low Volatility ETF | 1.2 | 60 | -50 | 5.8 | -0.2 |
CVY | Invesco Zacks Multi-Asset Income ETF | 1.2 | 100 | -90 | 10.2 | +4.2 |
WLDR | Affinity World Leaders Equity ETF | 1.1 | 67 | -57 | 9.2 | +3.3 |
DGRW | WisdomTree U.S. Quality Dividend Growth Fund | 1.1 | 28 | -18 | 7.3 | +1.3 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 1.1 | 9 | 1 | 6.3 | +0.4 |
GRNR | Global X Green Building ETF | 1.1 | 45 | -35 | 7.9 | +1.9 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 1.1 | 29 | -19 | 7.7 | +1.7 |
GUNR | FlexShares Morningstar Global Upstream Natural Resources Ind | 1.1 | 46 | -36 | 7.5 | +1.5 |
PFM | Invesco Dividend Achievers ETF | 1.1 | 53 | -43 | 6.4 | +0.4 |
SFYX | Sofi Next 500 ETF | 1.1 | 0 | 10 | 6.0 | +0.0 |
COWZ | Pacer US Cash Cows 100 ETF | 1.1 | 49 | -39 | 11.4 | +5.4 |
ROUS | Hartford Multifactor US Equity ETF | 1.0 | 19 | -9 | 8.1 | +2.2 |
DTEC | ALPS Disruptive Technologies ETF | 1.0 | 50 | -40 | 4.1 | -1.9 |
QGRO | American Century STOXX U.S. Quality Growth ETF | 1.0 | 29 | -19 | 6.2 | +0.2 |
VBR | Vanguard Small Cap Value Index Fund | 1.0 | 7 | 3 | 8.2 | +2.2 |
PEXL | Pacer US Export Leaders ETF | 1.0 | 60 | -50 | 6.6 | +0.6 |
GNR | SPDR S&P Global Natural Resources ETF | 1.0 | 40 | -30 | 8.5 | +2.5 |
PSET | Principal Price Setters Index ETF | 1.0 | 15 | -5 | 6.8 | +0.8 |
HLGE | Hartford Longevity Economy ETF | 1.0 | 44 | -34 | 8.2 | +2.2 |
ESGG | FlexShares STOXX Global ESG Impact Index Fund | 1.0 | 42 | -32 | 6.6 | +0.6 |
XT | iShares Exponential Technologies ETF | 1.0 | 46 | -36 | 4.1 | -1.9 |
MGV | Vanguard Mega Cap Value ETF | 1.0 | 7 | 3 | 7.7 | +1.7 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 0.9 | 75 | -65 | 7.0 | +1.0 |
RWL | Invesco S&P 500 Revenue ETF | 0.9 | 39 | -29 | 7.3 | +1.3 |
AIVL | WisdomTree U.S. AI Enhanced Value Fund | 0.9 | 38 | -28 | 7.0 | +1.0 |
VOOG | Vanguard S&P 500 Growth ETF | 0.9 | 10 | 0 | 6.4 | +0.4 |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 0.9 | 4 | 6 | 6.4 | +0.4 |
IVW | iShares S&P 500 Growth ETF | 0.9 | 18 | -8 | 6.3 | +0.3 |
LVHD | Legg Mason Low Volatility High Dividend ETF | 0.9 | 27 | -17 | 8.0 | +2.0 |
GLRY | Inspire Faithward Mid Cap Momentum ESG ETF | 0.9 | 80 | -70 | 7.5 | +1.5 |
TMDV | ProShares Russell US Dividend Growers ETF | 0.9 | 36 | -26 | 6.2 | +0.2 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 0.8 | 19 | -9 | 7.3 | +1.3 |
DSTL | Distillate US Fundamental Stability & Value ETF | 0.8 | 39 | -29 | 7.8 | +1.8 |
IUSG | iShares Core S&P US Growth ETF | 0.8 | 4 | 6 | 6.4 | +0.4 |
SPMO | Invesco S&P 500 Momentum ETF | 0.8 | 13 | -3 | 6.4 | +0.4 |
VUSE | Vident Core US Equity Fund | 0.8 | 50 | -40 | 10.4 | +4.4 |
HKND | Humankind US Stock ETF | 0.8 | 11 | -1 | 7.8 | +1.8 |
FDWM | Fidelity Women's Leadership ETF | 0.8 | 59 | -49 | 6.1 | +0.1 |
GINN | Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF | 0.8 | 50 | -40 | 2.7 | -3.3 |
USMF | WisdomTree U.S. Multifactor Fund | 0.8 | 28 | -18 | 8.3 | +2.3 |
IETC | iShares Evolved U.S. Technology ETF | 0.8 | 18 | -8 | 5.8 | -0.2 |
VB | Vanguard Small-Cap ETF | 0.7 | 5 | 5 | 5.6 | -0.4 |
DGT | SPDR Global Dow ETF | 0.7 | 50 | -40 | 7.4 | +1.5 |
CGDV | Capital Group Dividend Value ETF | 0.7 | 33 | -23 | 6.6 | +0.7 |
AFMC | First Trust Active Factor Mid Cap ETF | 0.7 | 65 | -55 | 9.0 | +3.0 |
SPHQ | Invesco S&P 500 Quality ETF | 0.7 | 15 | -5 | 6.1 | +0.1 |
ONEQ | Fidelity Nasdaq Composite Index Tracking Stock | 0.7 | 21 | -11 | 4.5 | -1.5 |
OEF | iShares S&P 100 ETF | 0.7 | 20 | -10 | 6.3 | +0.3 |
QWLD | SPDR MSCI World StrategicFactors ETF | 0.7 | 30 | -20 | 7.0 | +1.0 |
NZRO | Strategy Shares Halt Climate Change ETF | 0.6 | 95 | -85 | 1.9 | -4.1 |
IOO | iShares Global 100 ETF | 0.6 | 40 | -30 | 6.8 | +0.8 |
GENY | Principal Millennials Index ETF | 0.6 | 45 | -35 | 4.4 | -1.6 |
VSMV | VictoryShares US Multi-Factor Minimum Volatility ETF | 0.6 | 35 | -25 | 7.9 | +1.9 |
FBCV | Fidelity Blue Chip Value ETF | 0.6 | 59 | -49 | 7.3 | +1.3 |
RPV | Invesco S&P 500 Pure Value ETF | 0.6 | 35 | -25 | 9.7 | +3.7 |
HELX | Franklin Genomic Advancements ETF | 0.5 | 50 | -40 | 0.9 | -5.1 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 0.5 | 25 | -15 | 7.3 | +1.3 |
IUSS | Invesco Strategic US Small Company ETF | 0.5 | 23 | -13 | 6.5 | +0.5 |
HAP | VanEck Natural Resources ETF | 0.5 | 49 | -39 | 7.6 | +1.7 |
IUS | Invesco Strategic US ETF | 0.4 | 19 | -9 | 7.7 | +1.7 |
GVLU | Gotham 1000 Value ETF | 0.4 | 50 | -40 | 10.1 | +4.2 |
ITAN | Sparkline Intangible Value ETF | 0.4 | 50 | -40 | 7.6 | +1.6 |
ROBT | First Trust Nasdaq Artificial Intelligence & Robotics ETF | 0.4 | 65 | -55 | 3.0 | -3.0 |
SDGA | Impact Shares Sustainable Development Goals Global ETF | 0.3 | 75 | -65 | 7.4 | +1.4 |
VBK | Vanguard Small-Cap Growth Index Fund | 0.3 | 7 | 3 | 1.4 | -4.6 |
ANEW | ProShares MSCI Transformational Changes ETF | 0.3 | 45 | -35 | 4.9 | -1.1 |
IEDI | iShares Evolved U.S. Discretionary Spending ETF | 0.3 | 18 | -8 | 5.1 | -0.9 |
ESML | iShares MSCI USA Small-Cap ESG Optimized ETF | 0.3 | 17 | -7 | 5.3 | -0.7 |
BFOR | Barron's 400 ETF | 0.3 | 65 | -55 | 8.9 | +2.9 |
NUSC | Nuveen ESG Small-Cap ETF | 0.2 | 30 | -20 | 5.7 | -0.3 |
XOUT | GraniteShares XOUT U.S. Large Cap ETF | 0.2 | 60 | -50 | 5.5 | -0.5 |
CFA | VictoryShares US 500 Volatility Weighted Index ETF | 0.2 | 35 | -25 | 7.0 | +1.0 |
PBSM | Invesco PureBeta MSCI USA Small Cap ETF | 0.2 | 6 | 4 | 5.4 | -0.6 |
RNMC | Mid Cap US Equity Select ETF | 0.2 | 60 | -50 | 8.6 | +2.6 |
NULG | Nuveen ESG Large-Cap Growth ETF | 0.2 | 25 | -15 | 5.1 | -0.9 |
EZM | WisdomTree U.S. MidCap Earnings Fund | 0.2 | 38 | -28 | 10.0 | +4.0 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 0.1 | 70 | -60 | 2.5 | -3.5 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 0.1 | 20 | -10 | 7.0 | +1.0 |
DFUV | Dimensional US Marketwide Value ETF | 0.1 | 23 | -13 | 8.4 | +2.4 |
MTUM | iShares MSCI USA Momentum Factor ETF | 0.1 | 15 | -5 | 6.5 | +0.5 |
SQEW | LeaderShares Equity Skew ETF | 0.1 | 75 | -65 | 5.4 | -0.6 |
AVUS | Avantis U.S. Equity ETF | 0.1 | 15 | -5 | 7.0 | +1.0 |
DFAC | Dimensional U.S. Core Equity 2 ETF | 0.1 | 19 | -9 | 6.8 | +0.8 |
DFAU | Dimensional US Core Equity Market ETF | 0.1 | 12 | -2 | 6.4 | +0.4 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 0.1 | 59 | -49 | 8.1 | +2.1 |
DFUS | Dimensional U.S. Equity ETF | 0.1 | 11 | -1 | 6.3 | +0.3 |
CFO | VictoryShares US 500 Enhanced Volatility Weighted Index ETF | 0.1 | 35 | -25 | 7.4 | +1.4 |
VFMF | Vanguard U.S. Multifactor ETF | 0.0 | 18 | -8 | 9.4 | +3.4 |
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
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Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share ![]() |
** | ** | ** | ** | ** | ** | ** |
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 |
*Six months ago = 100 |
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VALUATION METRICS
2021 | 2022E | 2023E | |
---|---|---|---|
Price-to-sales | ** | ** | ** |
Price-to-earnings | ** | ** | ** |
Price-to-cash flow | ** | ** | ** |
Price-to-growth | ** | ** | ** |
Price-to-book value | ** | ** | ** |
Yield | ** | ** | ** |
Historical valuation trends
Forward multiple: |
The Real Estate Select Sector SPDR 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™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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