ALPS Clean Energy ETF
ALTAR
Score™		 -2.8% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 -85.0x P/Sales
ratio		 1.7x
P/BV
ratio		 2.1x Div.
yield		 1.9%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
ACES tracks an index of US- and Canada-listed companies in the clean energy industry.

FUND BASICS
Category US Equities
Fund Sponsor ALPS
Website www.alpsfunds.com
Inception date Jun 27, 2018
Assets (mns) $124
Currency USD
Expense ratio 55 bp
Distributions Annually

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 33
Wgt avg mkt cap (mns) $68,796
Large cap (>$10bn) 15.5%
Mid cap ($2-10bn) 54.1%
Small cap (<$2bn) 30.4%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
HANNON ARMSTRONG SUSTAINABLE 6.2 %
RIVIAN AUTOMOTIVE INC-A 6.0 %
BROOKFIELD RENEWABLE PARTNERS LP 5.6 %
NORTHLAND POWER INC 5.6 %
CLEARWAY ENERGY, INC. CLASS C 5.0 %
ITRON INC 5.0 %
TESLA MOTORS INC 5.0 %
NEXTRACKER, INC. CLASS A 4.7 %
ALBEMARLE CORP 4.6 %
FIRST SOLAR INC 4.5 %
Total 52.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 78.8 %
CANADA 10.2 %
BERMUDA 5.6 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru July 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-5.9% 12.9% -15.1% -- 3.4%

Market Correlations
versus... Beta R-squared
S&P500 1.82 46%
MSCI EAFE 1.31 35%
MSCI Emg. Mkts. 0.95 45%

Technical Indicators
Recent close $32.31
30d moving avg. $33.22
Annualized volatility 33.3%
Short interest (ETF) 0.7%
Short interest (Underlying) 7.9%
Relative strength (RSI) 40

Liquidity measures
Avg. volume (thou.) 91
Turnover 2.4%
Bid/Ask (% of price) 0.26%
ADV underlying (mns) $37,584

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 658 potential alternatives to the ALPS Clean Energy ETF ETF based on the alternatives' overlap in portfolio holdings with ACES. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: ACES Expense: 55 bp ALTAR Score™: -2.8%


ALTERNATIVE ETFs BASED ON OVERLAP WITH ACES
Ticker Fund
Name		 Overlap1
vs ACES
(%)		 Expense
ratio
(bp)		 Savings
vs ACES
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs ACES
(%)
CNRG State Street SPDR S&P Kensho Clean Power ETF 27.5 45 10 -0.0 +2.8
FRNW Fidelity Clean Energy ETF 27.0 39 16 2.0 +4.7
TAN Invesco Solar ETF 26.5 67 -12 4.7 +7.5
PBW Invesco WilderHill Clean Energy ETF 24.2 66 -11 -3.0 -0.2
CTEC Global X CleanTech ETF 23.6 50 5 -0.0 +2.8
VCLN Virtus Duff & Phelps Clean Energy ETF 22.2 59 -4 2.6 +5.4
ICLN iShares Global Clean Energy ETF 21.8 41 14 2.0 +4.8
RNRG Global X Renewable Energy Producers ETF 19.6 66 -11 4.8 +7.6
ERTH Invesco MSCI Sustainable Future ETF 17.5 62 -7 3.2 +6.0
SMOG VanEck Low Carbon Energy ETF 16.4 61 -6 1.3 +4.1
ETEC iShares Breakthrough Environmental Solutions ETF 14.0 47 8 3.0 +5.8
IDRV iShares Self-driving EV & Tech ETF 12.3 47 8 1.5 +4.2
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 11.9 45 10 4.3 +7.1
FAN First Trust Global Wind Energy ETF 11.8 60 -5 3.0 +5.7
PBD Invesco Global Clean Energy ETF 11.7 75 -20 0.3 +3.1
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 11.1 72 -17 2.5 +5.2
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 10.8 79 -24 3.7 +6.5
FDRV Fidelity Electric Vehicles and Future Transportation ETF 10.4 39 16 1.1 +3.8
CCSO Carbon Collective Climate Solutions US Equity ETF 9.9 35 20 0.9 +3.7
LIT Global X Lithium & Battery Tech ETF 8.4 75 -20 5.6 +8.4
BATT Amplify Lithium & Battery Technology ETF 8.2 59 -4 2.0 +4.8
SFYF SoFi Social 50 ETF 8.0 29 26 0.8 +3.6
POWR iShares U.S. Power Infrastructure ETF 6.2 40 15 4.0 +6.8
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 5.8 45 10 -1.4 +1.4
CGGR Capital Group Growth ETF 5.8 39 16 2.6 +5.4
RVER Trenchless Fund ETF 5.7 65 -10 0.6 +3.4
VCR Vanguard Consumer Discretionary ETF 5.2 9 46 4.4 +7.2
GXPD Global X PureCap MSCI Consumer Discretionary ETF 5.2 25 30 3.5 +6.3
FDIS Fidelity MSCI Consumer Discretionary Index ETF 5.2 8 47 4.4 +7.2
IYC iShares U.S. Consumer Discretionary ETF 5.2 40 15 3.6 +6.4
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 5.2 20 35 0.8 +3.6
CARZ First Trust NASDAQ Global Auto Index Fund 5.1 70 -15 2.4 +5.2
HYDR Global X Hydrogen ETF 5.0 50 5 -6.1 -3.3
FDG American Century Focused Dynamic Growth ETF 5.0 45 10 1.8 +4.6
AGIQ Sofi Agentic AI ETF 5.0 69 -14 6.7 +9.5
FTXR First Trust Nasdaq Transportation ETF 5.0 60 -5 6.5 +9.3
BCOR Grayscale Bitcoin Adopters ETF 5.0 59 -4 2.2 +5.0
ARKQ ARK Autonomous Technology & Robotics ETF 5.0 75 -20 1.0 +3.8
XLY Consumer Discretionary Select Sector SPDR 5.0 8 47 4.6 +7.3
RXI iShares Global Consumer Discretionary ETF 5.0 41 14 8.0 +10.8
YALL God Bless America ETF 5.0 65 -10 4.4 +7.2
TRUD VanEck Consumer Disc TruSector ETF 5.0 14 41 2.9 +5.7
ARKK ARK Innovation ETF 5.0 75 -20 -2.8 -0.1
EV Mast Global Battery Recycling & Production ETF 5.0 65 -10 6.4 +9.2
TEXN iShares Texas Equity ETF 5.0 20 35 5.1 +7.9
ARKW ARK Next Generation Internet ETF 5.0 87 -32 0.6 +3.4
TXS Texas Capital Texas Equity Index ETF 4.9 49 6 4.8 +7.6
CLNR IQ Cleaner Transport ETF 4.7 45 10 4.0 +6.8
DRIV Global X Autonomous & Electric Vehicles ETF 4.7 68 -13 3.3 +6.1
LRGE ClearBridge Large Cap Growth ESG ETF 4.7 59 -4 2.7 +5.5
SDG iShares MSCI Global Sustainable Development Goals ETF 4.6 49 6 4.5 +7.3
LIMI Themes Lithium & Battery Metal Miners ETF 4.6 35 20 3.6 +6.3
ILIT iShares Lithium Miners and Producers ETF 4.6 47 8 4.2 +7.0
REMX VanEck Rare Earth/Strategic Metals ETF 4.6 54 1 3.4 +6.2
LITP Sprott Lithium Miners ETF 4.6 65 -10 1.3 +4.1
RSPM Invesco S&P 500 Equal Weight Materials ETF 4.6 40 15 5.4 +8.2
IVES Wedbush ETFMG Global Cloud Technology ETF 4.6 68 -13 3.5 +6.3
BOTT Themes Robotics & Automation ETF 4.5 35 20 -4.6 -1.8
PUI Invesco Dorsey Wright Utilities Momentum ETF 4.5 60 -5 4.6 +7.3
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 4.5 29 26 3.6 +6.4
NUMG Nuveen ESG Mid-Cap Growth ETF 4.2 31 24 1.8 +4.5
HUMN Roundhill Humanoid Robotics ETF 4.1 75 -20 1.3 +4.1
CCNR ALPS CoreCommodity Natural Resources ETF 4.1 39 16 8.3 +11.1
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 4.1 55 0 4.8 +7.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 4.0 10 45 3.6 +6.4
BUZZ VanEck Social Sentiment ETF 4.0 75 -20 -0.7 +2.1
RSMC Rockefeller U.S. Small-Mid Cap ETF 3.9 75 -20 3.9 +6.7
XT iShares Exponential Technologies ETF 3.9 46 9 3.9 +6.6
GGUS Marketbeta Russell 1000 Growth Equity ETF 3.8 12 43 3.5 +6.3
FXN First Trust Energy AlphaDEX Fund 3.8 62 -7 10.3 +13.0
AIRR First Trust RBA American Industrial Renaissance ETF 3.8 70 -15 3.6 +6.4
GPZ VanEck Alternative Asset Manager ETF 3.8 40 15 4.8 +7.6
GRNJ Fundstrat Granny Shots US Small & Mid Cap ETF 3.7 75 -20 1.9 +4.7
FPWR First Trust EIP Power Solutions ETF 3.7 96 -41 4.4 +7.2
PSCT Invesco S&P SmallCap Information Technology ETF 3.7 29 26 2.9 +5.7
ONEQ Fidelity Nasdaq Composite Index ETF 3.7 21 34 2.9 +5.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 3.7 10 45 4.1 +6.9
NACP Impact Shares NAACP Minority Empowerment ETF 3.6 49 6 3.6 +6.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 3.6 9 46 4.1 +6.9
DTEC ALPS Disruptive Technologies ETF 3.6 50 5 3.4 +6.2
TOPT iShares Top 20 U.S. Stocks ETF 3.6 20 35 3.2 +6.0
IWY iShares Russell Top 200 Growth ETF 3.6 20 35 3.7 +6.5
CGRO CoreValues Alpha Greater China Growth ETF 3.5 75 -20 5.0 +7.8
FELG Fidelity Enhanced Large Cap Growth ETF 3.5 18 37 3.3 +6.1
PSCC Invesco S&P SmallCap Consumer Staples ETF 3.5 29 26 7.4 +10.2
LIVR Intelligent Livermore ETF 3.5 69 -14 3.1 +5.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 3.5 75 -20 3.1 +5.9
QTOP iShares Nasdaq Top 30 Stocks ETF 3.4 20 35 2.8 +5.6
SETM Sprott Energy Transition Materials ETF 3.4 65 -10 1.9 +4.7
IQM Franklin Intelligent Machines ETF 3.4 50 5 1.2 +3.9
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 3.4 59 -4 7.5 +10.3
XMMO Invesco S&P MidCap Momentum ETF 3.4 34 21 3.5 +6.3
NUSC Nuveen ESG Small-Cap ETF 3.3 31 24 4.6 +7.4
XSMO Invesco S&P SmallCap Momentum ETF 3.3 39 16 3.5 +6.3
QQQM Invesco NASDAQ 100 ETF 3.3 15 40 3.2 +6.0
QQQ Invesco QQQ Trust Series I 3.3 20 35 3.2 +6.0
MNZL Manzil Russell Halal USA Broad MarketETF 3.3 40 15 3.8 +6.5
PID Invesco International Dividend Achievers ETF 3.2 53 2 4.0 +6.8
XLG Invesco S&P 500 Top 50 ETF 3.2 20 35 3.6 +6.4
ION ProShares S&P Global Core Battery Metals ETF 3.2 58 -3 6.5 +9.3
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.1 15 40 3.7 +6.5
QQMG Invesco ESG NASDAQ 100 ETF 3.1 20 35 3.1 +5.9
DBSC Deepwater Beachfront Small Cap ETF 3.1 85 -30 1.2 +4.0
RND First Trust Bloomberg R&D Leaders ETF 3.1 60 -5 2.4 +5.2
SPXT ProShares S&P 500 Ex-Technology ETF 3.1 9 46 4.8 +7.5
POW VistaShares Electrification Supercycle ETF 3.0 75 -20 2.2 +5.0
MGK Vanguard Mega Cap Growth ETF 3.0 7 48 17.1 +19.9
SAMT Strategas Macro Thematic Opportunities ETF 3.0 65 -10 2.4 +5.2
EGUS iShares ESG Aware MSCI USA Growth ETF 2.9 18 37 3.0 +5.8
MOTO SmartETFs Smart Transportation & Technology ETF 2.9 68 -13 5.4 +8.2
BUL Pacer US Cash Cows Growth ETF 2.9 60 -5 3.3 +6.1
VONG Vanguard Russell 1000 Growth ETF 2.9 7 48 3.7 +6.4
IWF iShares Russell 1000 Growth ETF 2.8 19 36 14.7 +17.5
PBJ Invesco Food & Beverage ETF 2.8 57 -2 8.0 +10.8
ABLD Abacus FCF Real Assets Leaders ETF 2.8 69 -14 6.6 +9.4
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 2.8 58 -3 3.5 +6.3
DSI iShares MSCI KLD 400 Social ETF 2.8 25 30 4.0 +6.8
SUSL iShares ESG MSCI USA Leaders ETF 2.8 10 45 4.1 +6.9
JGRO JPMorgan Active Growth ETF 2.7 44 11 2.5 +5.3
GMET VanEck Green Metals ETF 2.7 63 -8 1.2 +4.0
FFOG Franklin Focused Growth ETF 2.7 61 -6 1.6 +4.4
PHO Invesco Water Resources ETF 2.7 60 -5 4.7 +7.5
PRXG Praxis Impact Large Cap Growth ETF 2.7 36 19 3.1 +5.9
ISMD Inspire Small/Mid Cap ETF 2.7 54 1 4.6 +7.4
XMHQ Invesco S&P MidCap Quality ETF 2.6 25 30 5.7 +8.5
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 2.6 49 6 7.5 +10.3
IBAT iShares Energy Storage & Materials ETF 2.6 47 8 1.7 +4.5
VUG Vanguard Growth ETF 2.6 4 51 20.3 +23.1
ASCE Allspring SMID Core ETF 2.5 38 17 2.8 +5.6
SPHB Invesco S&P 500 High Beta ETF 2.5 25 30 3.5 +6.3
FDMO Fidelity Momentum Factor ETF 2.5 15 40 2.4 +5.2
HLAL Wahed FTSE USA Shariah ETF 2.5 50 5 3.5 +6.3
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.5 45 10 3.6 +6.4
OCEN IQ Clean Oceans ETF 2.5 45 10 4.6 +7.4
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 2.5 40 15 5.7 +8.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 2.5 39 16 3.3 +6.1
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 2.5 60 -5 4.2 +7.0
USMC Principal U.S. Mega-Cap ETF 2.4 12 43 3.5 +6.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.3 7 48 4.3 +7.0
ETHO Etho Climate Leadership U.S. ETF 2.3 47 8 3.9 +6.7
MADE iShares U.S. Manufacturing ETF 2.3 40 15 3.4 +6.2
STXG Strive 1000 Growth ETF 2.2 18 37 3.2 +6.0
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 2.2 60 -5 0.7 +3.5
AGIX KraneShares Artificial Intelligence and Technology ETF 2.2 99 -44 1.1 +3.9
SPXN ProShares S&P 500 Ex-Financials ETF 2.2 9 46 3.9 +6.7
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.2 7 48 4.0 +6.8
BKLC BNY Mellon US Large Cap Core Equity ETF 2.2 0 55 12.2 +14.9
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.2 19 36 4.6 +7.4
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.2 60 -5 1.3 +4.1
SCHG Schwab U.S. Large-Cap Growth ETF 2.2 4 51 3.3 +6.1
XSD State Street SPDR S&P Semiconductor ETF 2.2 35 20 2.3 +5.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.1 65 -10 4.6 +7.4
FYC First Trust Small Cap Growth AlphaDEX Fund 2.1 71 -16 -0.6 +2.2
GGRW Gabelli Growth Innovators ETF 2.1 90 -35 2.0 +4.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.1 11 44 4.0 +6.8
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF 2.1 35 20 9.8 +12.6
ALTL Pacer Lunt Large Cap Alternator ETF 2.1 60 -5 4.7 +7.4
SMDV ProShares Russell 2000 Dividend Growers ETF 2.1 40 15 6.4 +9.2
GINN Goldman Sachs Innovate Equity ETF 2.1 52 3 3.6 +6.4
SPXV ProShares S&P 500 Ex-Health Care ETF 2.1 9 46 3.8 +6.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.0 10 45 4.1 +6.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.0 12 43 4.3 +7.1
RVRB Reverb ETF 2.0 30 25 3.6 +6.4
AIPO Defiance AI & Power Infrastructure ETF 2.0 69 -14 0.8 +3.6
SPXE ProShares S&P 500 Ex-Energy ETF 1.9 9 46 3.9 +6.7
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.9 32 23 3.8 +6.6
OEF iShares S&P 100 ETF 1.9 20 35 3.7 +6.5
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.9 35 20 8.5 +11.3
AIQ Global X Artificial Intelligence & Technology ETF 1.9 68 -13 2.7 +5.5
FIW First Trust Water ETF 1.9 53 2 4.8 +7.6
TIME Clockwise Core Equity & Innovation ETF 1.9 95 -40 2.1 +4.8
PBUS Invesco MSCI USA ETF 1.9 4 51 4.1 +6.9
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 1.9 15 40 4.1 +6.8
VOTE TCW Transform 500 ETF 1.9 5 50 4.0 +6.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.9 2 53 4.1 +6.9
GQQQ Astoria US Quality Growth Kings ETF 1.9 35 20 3.2 +6.0
ILCG iShares Morningstar Growth ETF 1.8 4 51 3.1 +5.9
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.8 30 25 3.7 +6.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.8 14 41 4.0 +6.8
FPX First Trust US Equity Opportunities ETF 1.8 61 -6 0.8 +3.6
FBCG Fidelity Blue Chip Growth ETF 1.8 59 -4 2.2 +5.0
XLB Materials Select Sector SPDR 1.8 8 47 5.4 +8.2
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.8 12 43 3.8 +6.6
VBK Vanguard Small-Cap Growth ETF 1.8 7 48 1.2 +4.0
GVIP Goldman Sachs Hedge Industry VIP ETF 1.8 45 10 2.4 +5.2
VFMO Vanguard U.S. Momentum Factor ETF 1.8 13 42 1.7 +4.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.8 30 25 3.6 +6.4
JPEF JPMorgan Equity Focus ETF 1.8 50 5 3.7 +6.5
IYE iShares U.S. Energy ETF 1.8 40 15 6.6 +9.4
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.8 39 16 1.1 +3.9
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.8 8 47 4.3 +7.1
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.8 30 25 13.1 +15.8
KLMN Invesco MSCI North America Climate ETF 1.7 9 46 4.2 +7.0
ESGV Vanguard ESG U.S. Stock ETF 1.7 9 46 4.0 +6.8
TOPC iShares S&P 500 3% Capped ETF 1.7 15 40 4.2 +7.0
RAUS RACWI US ETF 1.7 15 40 4.0 +6.8
FBOT Fidelity Disruptive Automation ETF 1.7 50 5 2.8 +5.6
GRNY Fundstrat Granny Shots US Large Cap ETF 1.7 75 -20 2.1 +4.9
ITEQ BlueStar Israel Technology ETF 1.7 75 -20 1.1 +3.9
THRO iShares U.S. Thematic Rotation Active ETF 1.7 90 -35 3.0 +5.8
TMFC Motley Fool 100 Index ETF 1.7 50 5 2.9 +5.7
JSML Janus Henderson Small Cap Growth Alpha ETF 1.7 30 25 2.5 +5.3
MGC Vanguard Mega Cap ETF 1.7 7 48 3.8 +6.6
TRFM AAM Transformers ETF 1.7 49 6 0.9 +3.7
GXLC Global X U.S. 500 ETF 1.7 2 53 4.0 +6.8
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.7 25 30 4.0 +6.8
ABLS Abacus FCF Small Cap Leaders ETF 1.7 59 -4 4.1 +6.9
QVAL Alpha Architect US Quantitative Value ETF 1.7 39 16 8.9 +11.7
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.7 15 40 5.8 +8.6
IWL iShares Russell Top 200 ETF 1.7 15 40 3.8 +6.6
ROE Astoria US Quality Kings ETF 1.7 49 6 5.1 +7.9
VOOG Vanguard S&P 500 Growth ETF 1.7 7 48 18.2 +21.0
NUMV Nuveen ESG Mid-Cap Value ETF 1.7 31 24 5.2 +8.0
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.7 4 51 3.0 +5.8
IVW iShares S&P 500 Growth ETF 1.6 18 37 2.9 +5.7
NBDS Neuberger Berman Disrupters ETF 1.6 55 0 0.7 +3.5
BOTZ Global X Robotics & Artificial Intelligence ETF 1.6 69 -14 1.9 +4.7
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.6 36 19 7.6 +10.4
PSC Principal U.S. Small-Cap ETF 1.6 38 17 3.4 +6.2
XVV iShares ESG Screened S&P 500 ETF 1.6 8 47 4.0 +6.8
IUSG iShares Core S&P U.S. Growth ETF 1.6 4 51 3.0 +5.8
XNTK State Street SPDR NYSE Technology ETF 1.6 35 20 2.4 +5.2
BESF Bastion Energy ETF 1.6 80 -25 9.0 +11.8
XSHQ Invesco S&P SmallCap Quality ETF 1.6 29 26 6.3 +9.1
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 1.6 60 -5 7.8 +10.6
USRD Themes US R&D Champions ETF 1.6 29 26 4.0 +6.8
HDUS Hartford Disciplined US Equity ETF 1.6 19 36 4.6 +7.4
NVIR Horizon Kinetics Energy and Remediation ETF 1.6 85 -30 5.2 +8.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.5 64 -9 1.2 +4.0
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.5 95 -40 -0.6 +2.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.5 29 26 6.1 +8.9
DIV Global X SuperDividend US ETF 1.5 45 10 9.4 +12.2
FYX First Trust Small Cap Core AlphaDEX Fund 1.5 61 -6 4.9 +7.7
FXU First Trust Utilities AlphaDEX Fund 1.5 64 -9 5.4 +8.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.5 15 40 4.9 +7.7
SPIT F/m Emerald Special Situations ETF 1.5 105 -50 -0.7 +2.1
WAR U.S. Global Tech and Aerospace & Defense ETF 1.5 60 -5 0.1 +2.9
SAMM Strategas Macro Momentum ETF 1.5 66 -11 3.9 +6.7
WBIY WBI Power Factor High Dividend ETF 1.5 100 -45 11.3 +14.1
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.5 60 -5 6.5 +9.3
XJR iShares ESG Screened S&P Small-Cap ETF 1.5 12 43 5.7 +8.5
TOV JLens 500 Jewish Advocacy U.S. ETF 1.5 18 37 3.8 +6.6
RPG Invesco S&P 500 Pure Growth ETF 1.5 35 20 2.6 +5.4
SUSA iShares MSCI USA ESG Select ETF 1.5 25 30 3.9 +6.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.5 9 46 4.2 +7.0
FTC First Trust Large Cap Growth AlphaDEX Fund 1.5 59 -4 1.8 +4.5
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.5 20 35 3.9 +6.7
OEI Optimized Equity Income ETF 1.5 75 -20 3.6 +6.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.5 17 38 4.7 +7.5
EQL Alps Equal Sector Weight ETF 1.5 25 30 5.0 +7.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.5 39 16 2.1 +4.9
ZAP Global X U.S. Electrification ETF 1.5 50 5 3.5 +6.3
ILCB iShares Morningstar U.S. Equity ETF 1.5 3 52 4.0 +6.8
CATH Global X S&P 500 Catholic Values Custom ETF 1.5 29 26 3.9 +6.7
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.5 55 0 3.0 +5.8
ESGU iShares ESG Aware MSCI USA ETF 1.5 15 40 4.0 +6.8
IWN iShares Russell 2000 Value ETF 1.5 24 31 4.4 +7.2
CHRI Global X S&P 500 Christian Values ETF 1.5 29 26 3.8 +6.6
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.5 9 46 3.4 +6.2
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.5 25 30 7.2 +10.0
VONE Vanguard Russell 1000 ETF 1.4 7 48 4.1 +6.9
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.4 60 -5 9.0 +11.7
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.4 25 30 4.7 +7.5
IWB iShares Russell 1000 ETF 1.4 15 40 4.0 +6.8
VOO Vanguard S&P 500 ETF 1.4 3 52 4.1 +6.9
SGLC SGI U.S. Large Cap Core ETF 1.4 85 -30 3.5 +6.3
SPY SPDR S&P 500 ETF 1.4 9 46 4.0 +6.8
SPYM State Street SPDR Portfolio S&P 500 ETF 1.4 2 53 4.1 +6.9
IVV iShares Core S&P 500 ETF 1.4 3 52 4.1 +6.9
DFUS Dimensional U.S. Equity ETF 1.4 9 46 4.0 +6.8
VTWV Vanguard Russell 2000 Value ETF 1.4 10 45 4.6 +7.4
VV Vanguard Large-Cap ETF 1.4 4 51 4.0 +6.8
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.4 56 -1 6.6 +9.4
IWV iShares Russell 3000 ETF 1.4 20 35 3.9 +6.7
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.4 35 20 6.1 +8.9
OPTZ Optimize Strategy Index ETF 1.4 50 5 3.3 +6.1
VTHR Vanguard Russell 3000 ETF 1.4 7 48 4.0 +6.8
PSCE Invesco S&P SmallCap Energy ETF 1.4 29 26 7.0 +9.8
KOKU Xtrackers MSCI Kokusai Equity ETF 1.4 9 46 4.3 +7.1
FLQL Franklin LibertyQ U.S. Equity ETF 1.4 15 40 4.5 +7.3
IYM iShares U.S. Basic Materials ETF 1.4 40 15 4.5 +7.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.4 25 30 5.4 +8.2
SCHX Schwab U.S. Large-Cap ETF 1.4 3 52 4.2 +6.9
IYY iShares Dow Jones U.S. ETF 1.4 20 35 4.0 +6.7
VTI Vanguard Total Stock Market ETF 1.4 3 52 4.0 +6.8
INRO iShares U.S. Industry Rotation Active ETF 1.4 42 13 3.4 +6.2
ADME Aptus Drawdown Managed Equity ETF 1.4 79 -24 3.3 +6.1
ABFL Abacus FCF Leaders ETF 1.4 59 -4 3.8 +6.6
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.4 3 52 4.2 +7.0
TMFX Motley Fool Next Index ETF 1.4 50 5 2.8 +5.5
SCHK Schwab 1000 Index ETF 1.4 5 50 4.1 +6.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.4 3 52 4.0 +6.8
DFAU Dimensional US Core Equity Market ETF 1.4 12 43 4.2 +7.0
SCHB Schwab U.S. Broad Market ETF 1.4 3 52 4.1 +6.9
PDP Invesco Dorsey Wright Momentum ETF 1.4 62 -7 1.5 +4.3
IJT iShares S&P Small-Cap 600 Growth ETF 1.3 18 37 3.4 +6.2
BIBL Inspire 100 ETF 1.3 35 20 4.1 +6.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.3 60 -5 5.9 +8.7
SNSR Global X Internet of Things ETF 1.3 68 -13 3.3 +6.1
BKSE BNY Mellon US Small Cap Core Equity ETF 1.3 4 51 14.7 +17.5
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.3 60 -5 4.1 +6.9
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.3 10 45 3.4 +6.2
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.3 15 40 3.4 +6.2
IJR iShares Core S&P Small Cap ETF 1.3 6 49 5.9 +8.7
ACVF American Conservative Values ETF 1.3 75 -20 3.6 +6.4
GLRY Inspire Faithward Mid Cap Momentum ETF 1.3 80 -25 3.7 +6.5
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.3 3 52 5.9 +8.7
VIOO Vanguard S&P Small-Cap 600 ETF 1.3 7 48 5.7 +8.5
IJS iShares S&P Small-Cap 600 Value ETF 1.3 18 37 8.3 +11.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.3 10 45 8.4 +11.2
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.3 15 40 8.4 +11.2
TPSC Timothy Plan US Small Cap Core ETF 1.3 52 3 6.2 +9.0
FELC Fidelity Enhanced Large Cap Core ETF 1.3 18 37 4.2 +7.0
AVMV Avantis U.S. Mid Cap Value ETF 1.3 20 35 7.0 +9.8
DSPY Tema S&P 500 Historical Weight ETF 1.3 18 37 4.3 +7.1
APUE ActivePassive U.S. Equity ETF 1.3 45 10 3.8 +6.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.3 70 -15 2.0 +4.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.3 20 35 3.7 +6.5
ENHU iShares Enhanced Large Cap Core Active ETF 1.2 22 33 4.0 +6.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.2 7 48 5.1 +7.9
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.2 75 -20 2.0 +4.8
CAML Congress Large Cap Growth ETF 1.2 66 -11 2.4 +5.2
FMAT Fidelity MSCI Materials Index ETF 1.2 8 47 5.1 +7.9
CVAR Cultivar ETF 1.2 87 -32 6.7 +9.5
PSCF Invesco S&P SmallCap Financials ETF 1.2 29 26 7.8 +10.6
IVE iShares S&P 500 Value ETF 1.2 18 37 5.4 +8.2
VOOV Vanguard S&P 500 Value ETF 1.2 7 48 5.5 +8.3
PXI Invesco Dorsey Wright Energy Momentum ETF 1.2 60 -5 5.2 +8.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.2 39 16 6.7 +9.5
SPYV State Street SPDR Portfolio S&P 500 Value ETF 1.2 4 51 5.5 +8.3
STXM Strive Mid-Cap ETF 1.2 18 37 5.9 +8.7
SMMD iShares Russell 2500 ETF 1.2 15 40 5.2 +8.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.2 35 20 10.6 +13.4
RSPT Invesco S&P 500 Equal Weight Technology ETF 1.2 40 15 3.6 +6.4
KLMT Invesco MSCI Global Climate 500 ETF 1.2 10 45 4.8 +7.6
WDIV SPDR S&P Global Dividend ETF 1.2 40 15 8.8 +11.5
SFY SoFi Select 500 ETF 1.2 0 55 3.7 +6.5
IWM iShares Russell 2000 ETF 1.2 19 36 2.5 +5.3
RSSL Global X Russell 2000 ETF 1.2 8 47 2.5 +5.3
GQI Natixis Gateway Quality Income ETF 1.2 34 21 4.5 +7.3
IUSV iShares Core S&P US Value ETF 1.1 4 51 5.7 +8.4
EMLP First Trust North American Energy Infrastructure Fund 1.1 95 -40 4.6 +7.4
ILCV iShares Morningstar Value ETF 1.1 4 51 5.1 +7.9
TOK iShares MSCI Kokusai ETF 1.1 26 29 4.2 +7.0
EQAL Invesco Russell 1000 Equal Weight ETF 1.1 20 35 5.9 +8.7
SIXS ETC 6 Meridian Small Cap Equity ETF 1.1 89 -34 7.3 +10.1
GSPY Gotham Enhanced 500 ETF 1.1 50 5 4.2 +7.0
NETZ TCW Transform Systems ETF 1.1 75 -20 1.4 +4.2
SPGP Invesco S&P 500 GARP ETF 1.1 34 21 5.4 +8.2
VOLT Tema Electrification ETF 1.1 75 -20 2.4 +5.2
BRIF FIS Bright Portfolios Focused Equity ETF 1.1 65 -10 3.2 +6.0
AVMC Avantis U.S. Mid Cap Equity ETF 1.1 18 37 5.8 +8.6
VB Vanguard Small-Cap ETF 1.1 5 50 5.0 +7.8
HAPS Harbor Human Capital Factor US Small Cap ETF 1.1 60 -5 3.1 +5.9
AVSC Avantis U.S Small Cap Equity ETF 1.0 25 30 4.3 +7.1
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 1.0 60 -5 5.5 +8.3
AVUS Avantis U.S. Equity ETF 1.0 15 40 4.6 +7.4
EIPX FT Energy Income Partners Strategy ETF 1.0 95 -40 5.8 +8.6
URTH iShares MSCI World ETF 1.0 24 31 4.2 +7.0
AVUQ Avantis U.S. Quality ETF 1.0 15 40 3.6 +6.4
JHSC John Hancock Multifactor Small Cap ETF 1.0 42 13 5.7 +8.5
FFOX FundX Future Fund Opportunities ETF 1.0 100 -45 2.3 +5.1
DFSU Dimensional US Sustainability Core 1 ETF 1.0 18 37 4.5 +7.3
PSCI Invesco S&P SmallCap Industrials ETF 1.0 29 26 4.2 +7.0
IWC iShares Micro-Cap ETF 1.0 60 -5 -1.3 +1.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.0 15 40 6.5 +9.3
LRGF iShares U.S. Equity Factor ETF 1.0 8 47 4.5 +7.3
VTWO Vanguard Russell 2000 ETF 1.0 7 48 2.6 +5.4
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.0 79 -24 3.9 +6.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.0 4 51 16.4 +19.2
SATO Invesco Alerian Galaxy Crypto Economy ETF 1.0 61 -6 -0.7 +2.1
MODL VictoryShares WestEnd U.S. Sector ETF 1.0 42 13 3.9 +6.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.0 20 35 4.6 +7.4
YNOT Horizon Digital Frontier ETF 1.0 75 -20 2.5 +5.3
ISRA VanEck Israel ETF 1.0 59 -4 5.8 +8.6
NUKZ Range Nuclear Renaissance Index ETF 1.0 85 -30 1.4 +4.2
JOET Virtus Terranova US Quality Momentum ETF 1.0 29 26 3.7 +6.5
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.0 35 20 6.7 +9.5
JHML John Hancock Multifactor Large Cap ETF 1.0 29 26 4.3 +7.1
QLC FlexShares US Quality Large Cap Index Fund 1.0 25 30 4.4 +7.1
GURU Global X Guru Index ETF 1.0 75 -20 2.3 +5.1
DON WisdomTree U.S. MidCap Dividend Fund 1.0 38 17 7.8 +10.5
FYT First Trust Small Cap Value AlphaDEX Fund 1.0 73 -18 8.9 +11.7
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.0 35 20 6.5 +9.3
ROBO ROBO Global Robotics & Automation Index ETF 1.0 95 -40 2.3 +5.1
SMOT VanEck Morningstar SMID Moat ETF 0.9 49 6 6.1 +8.8
EES WisdomTree U.S. SmallCap Fund 0.9 38 17 7.3 +10.1
FSCS First Trust SMID Capital Strength ETF 0.9 60 -5 6.7 +9.5
FESM Fidelity Enhanced Small Cap ETF 0.9 28 27 2.1 +4.9
ACWI iShares MSCI ACWI ETF 0.9 32 23 4.5 +7.3
EQWL Invesco S&P 100 Equal Weight ETF 0.9 25 30 5.2 +8.0
JHMM John Hancock Multifactor Mid Cap ETF 0.9 42 13 5.2 +8.0
LCDS JPMorgan Fundamental Data Science Large Core ETF 0.9 30 25 3.9 +6.7
GVLU Gotham 1000 Value ETF 0.9 50 5 7.8 +10.5
VAW Vanguard Materials ETF 0.9 9 46 5.1 +7.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.9 35 20 3.3 +6.1
VT Vanguard Total World Stock ETF 0.9 6 49 4.9 +7.7
VXF Vanguard Extended Market ETF 0.9 5 50 3.6 +6.4
RBLD First Trust Alerian US NextGen Infrastructure ETF 0.9 65 -10 3.8 +6.6
TAX Cambria Tax Aware ETF 0.9 49 6 3.9 +6.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.9 9 46 4.7 +7.5
FDWM Fidelity Women's Leadership ETF 0.9 59 -4 3.9 +6.7
FDM First Trust Dow Jones Select MicroCap Index Fund 0.9 60 -5 6.5 +9.3
FSMD Fidelity Small-Mid Multifactor ETF 0.9 15 40 6.2 +9.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.9 24 31 5.7 +8.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.9 10 45 4.1 +6.8
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.9 15 40 4.0 +6.8
IJK iShares S&P Mid-Cap 400 Growth ETF 0.9 17 38 4.0 +6.8
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.9 47 8 7.1 +9.9
FUTY Fidelity MSCI Utilities Index ETF 0.9 8 47 5.0 +7.8
IWO iShares Russell 2000 Growth ETF 0.8 24 31 0.5 +3.3
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.8 45 10 1.9 +4.7
NIXT Research Affiliates Deletions ETF 0.8 9 46 5.9 +8.7
DES WisdomTree U.S. SmallCap Dividend Fund 0.8 38 17 7.6 +10.4
HAP VanEck Natural Resources ETF 0.8 50 5 6.7 +9.5
RNSC Furst Trust Small Cap US Equity Select ETF 0.8 60 -5 4.5 +7.3
BFOR ALPS Barron's 400 ETF 0.8 65 -10 20.5 +23.3
CHGX AXS Change Finance ESG ETF 0.8 49 6 4.2 +7.0
EPS WisdomTree U.S. LargeCap Fund 0.8 8 47 4.6 +7.4
DCOR Dimensional US Core Equity 1 ETF 0.8 14 41 4.4 +7.2
PY Principal Value ETF 0.8 15 40 6.8 +9.5
FNX First Trust Mid Cap Core AlphaDEX Fund 0.8 60 -5 5.9 +8.7
RFDA RiverFront Dynamic US Dividend Advantage ETF 0.8 52 3 4.9 +7.7
FDLS Inspire Fidelis Multi Factor ETF 0.8 76 -21 3.0 +5.8
SCHA Schwab U.S. Small-Cap ETF 0.8 4 51 4.2 +7.0
FVAL Fidelity Value Factor ETF 0.8 15 40 5.7 +8.5
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.8 35 20 4.5 +7.3
DFAS Dimensional U.S. Small Cap ETF 0.8 26 29 5.2 +8.0
BLES Inspire Global Hope ETF 0.8 61 -6 5.5 +8.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.8 29 26 5.4 +8.2
KOCG FIS Knights of Columbus Global Belief ETF 0.7 75 -20 4.5 +7.3
SMLF iShares U.S. SmallCap Equity Factor ETF 0.7 15 40 4.7 +7.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.7 9 46 5.0 +7.8
WSML iShares MSCI World Small-Cap ETF 0.7 15 40 5.2 +8.0
GOP Unusual Whales Subversive Republican Trading ETF 0.7 50 5 4.1 +6.9
ISCG iShares Morningstar Small-Cap Growth ETF 0.7 6 49 2.6 +5.4
VAMO Cambria Value & Momentum ETF 0.7 61 -6 5.1 +7.9
BAI iShares AI Innovation and Tech Active ETF 0.7 55 0 1.0 +3.8
FXZ First Trust Materials AlphaDEX Fund 0.7 61 -6 6.8 +9.6
BGRO iShares Large Cap Growth Active ETF 0.7 55 0 1.8 +4.6
ICAP InfraCap Equity Income Fund ETF 0.7 171 -116 4.3 +7.1
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.7 15 40 5.9 +8.7
VTWG Vanguard Russell 2000 Growth ETF 0.7 10 45 0.6 +3.4
ANEW ProShares MSCI Transformational Changes ETF 0.7 45 10 4.2 +7.0
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.7 49 6 4.5 +7.2
FCPI Fidelity Stocks for Inflation ETF 0.7 15 40 5.7 +8.5
ISCB iShares Morningstar Small-Cap ETF 0.7 4 51 5.1 +7.9
XJH iShares ESG Screened S&P Mid-Cap ETF 0.7 12 43 5.7 +8.5
IWS iShares Russell Mid-Cap Value ETF 0.7 23 32 5.7 +8.5
STXK Strive Small-Cap ETF 0.7 18 37 4.9 +7.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.7 24 31 6.9 +9.7
RFFC ALPS Active Equity Opportunity ETF 0.7 48 7 3.6 +6.4
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.7 35 20 5.5 +8.3
FNDA Schwab Fundamental US Small Co. Index ETF 0.6 25 30 5.8 +8.6
DFSV Dimensional US Small Cap Value ETF 0.6 31 24 8.3 +11.0
EZM WisdomTree U.S. MidCap Fund 0.6 38 17 7.6 +10.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.6 20 35 5.4 +8.2
ISCV iShares Morningstar Small Cap Value ETF 0.6 6 49 7.2 +10.0
VPU Vanguard Utilities ETF 0.6 9 46 5.0 +7.8
FEX First Trust Large Cap Core AlphaDEX Fund 0.6 59 -4 4.8 +7.6
SSPY Syntax Stratified LargeCap ETF 0.6 30 25 5.8 +8.6
WDNA WisdomTree BioRevolution Fund 0.6 45 10 -2.0 +0.8
MDY SPDR S&P Midcap 400 ETF Trust 0.6 23 32 5.7 +8.5
GLOF iShares Global Equity Factor ETF 0.6 20 35 5.4 +8.2
AFSM First Trust Active Factor Small Cap ETF 0.6 75 -20 5.3 +8.0
IUS Invesco RAFI Strategic US ETF 0.6 19 36 5.3 +8.1
RSP Invesco S&P 500 Equal Weight ETF 0.6 20 35 5.6 +8.4
DFAC Dimensional U.S. Core Equity 2 ETF 0.6 17 38 4.5 +7.3
EIPI FT Energy Income Partners Enhanced Income ETF 0.6 110 -55 5.4 +8.2
IJH iShares Core S&P Mid-Cap ETF 0.6 5 50 5.9 +8.7
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.6 3 52 5.9 +8.7
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.6 12 43 6.0 +8.7
IVOO Vanguard S&P Mid-Cap 400 ETF 0.6 7 48 5.9 +8.7
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.6 60 -5 -0.9 +1.9
VBR Vanguard Small Cap Value ETF 0.6 7 48 7.4 +10.2
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.6 65 -10 7.1 +9.9
JAVA JPMorgan Active Value ETF 0.6 44 11 5.2 +8.0
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.5 59 -4 3.9 +6.7
SCHM Schwab U.S. Mid-Cap ETF 0.5 4 51 5.7 +8.4
FIDU Fidelity MSCI Industrial Index ETF 0.5 8 47 3.5 +6.3
DISV Dimensional International Small Cap Value ETF 0.5 42 13 7.9 +10.7
EUSA iShares MSCI USA Equal Weighted ETF 0.5 9 46 5.3 +8.1
SIZE iShares MSCI USA Size Factor ETF 0.5 15 40 5.3 +8.0
IWR iShares Russell Midcap ETF 0.5 19 36 5.1 +7.9
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.5 49 6 6.9 +9.7
JGLO JPMorgan Global Select Equity ETF 0.5 33 22 4.1 +6.9
MAGA Point Bridge America First ETF 0.5 72 -17 5.0 +7.8
RWL Invesco S&P 500 Revenue ETF 0.5 39 16 5.5 +8.3
DGT State Street SPDR Global Dow ETF 0.5 50 5 5.5 +8.3
WCEO Hypatia Women CEO ETF 0.5 85 -30 4.3 +7.1
PRF Invesco FTSE RAFI US 1000 ETF 0.5 34 21 5.4 +8.2
VALQ American Century U.S. Quality Value ETF 0.5 29 26 6.9 +9.7
DXUV Dimensional US Vector Equity ETF 0.5 28 27 5.0 +7.8
DFAT Dimensional U.S. Targeted Value ETF 0.5 28 27 8.1 +10.9
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.5 20 35 5.8 +8.6
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.5 52 3 4.7 +7.5
IMCG iShares Morningstar Mid-Cap Growth ETF 0.5 6 49 3.2 +6.0
DFNV Donoghue Forlines Innovation ETF 0.5 69 -14 3.8 +6.6
IEO iShares U.S. Oil & Gas Exploration & Production ETF 0.5 40 15 9.5 +12.3
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.5 38 17 8.4 +11.2
AVLV Avantis U.S. Large Cap Value ETF 0.5 15 40 5.6 +8.4
MXI iShares Global Materials ETF 0.5 41 14 6.0 +8.8
SIXL ETC 6 Meridian Low Beta Equity ETF 0.4 80 -25 5.7 +8.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.4 58 -3 5.1 +7.9
IMCB iShares Morningstar Mid-Cap ETF 0.4 4 51 5.0 +7.7
PSET Principal Quality ETF 0.4 15 40 4.7 +7.5
NULV Nuveen ESG Large-Cap Value ETF 0.4 26 29 5.0 +7.7
FNK First Trust Mid Cap Value AlphaDEX Fund 0.4 70 -15 9.0 +11.8
VUSE Vident U.S. Equity Strategy ETF 0.4 50 5 3.6 +6.4
FLDZ RiverNorth Patriot ETF 0.4 75 -20 5.4 +8.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.4 19 36 4.9 +7.7
AVSU Avantis Responsible U.S. Equity ETF 0.4 15 40 4.7 +7.5
JSTC Adasina Social Justice All Cap Global ETF 0.4 89 -34 4.2 +7.0
VIS Vanguard Industrials ETF 0.4 9 46 3.5 +6.3
IMCV iShares Morningstar Mid-Cap Value ETF 0.4 6 49 6.6 +9.4
CALF Pacer US Small Cap Cash Cows 100 ETF 0.4 59 -4 8.1 +10.9
SVAL iShares US Small Cap Value Factor ETF 0.4 20 35 6.7 +9.5
VLUE iShares MSCI USA Value Factor ETF 0.4 15 40 6.1 +8.9
COWZ Pacer US Cash Cows 100 ETF 0.4 49 6 7.3 +10.1
NULG Nuveen ESG Large-Cap Growth ETF 0.4 26 29 2.8 +5.6
RCGE RockCreek Global Equality ETF 0.4 95 -40 5.7 +8.4
USMV iShares MSCI USA Min Vol Factor ETF 0.4 15 40 5.2 +8.0
QQQS Invesco NASDAQ Future Gen 200 ETF 0.4 20 35 -3.3 -0.5
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.4 40 15 3.4 +6.2
PTL Inspire 500 ETF 0.4 9 46 4.3 +7.1
CFA VictoryShares US 500 Volatility Wtd ETF 0.4 35 20 5.1 +7.9
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.4 40 15 5.1 +7.9
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.4 18 37 5.0 +7.8
FNDB Schwab Fundamental US Broad Market Index ETF 0.4 25 30 5.9 +8.7
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.4 15 40 6.0 +8.8
DFUV Dimensional US Marketwide Value ETF 0.3 22 33 5.8 +8.6
FFF Founders 100 ETF 0.3 75 -20 2.4 +5.1
USMF WisdomTree U.S. Multifactor Fund 0.3 28 27 6.4 +9.2
DRNZ REX Drone ETF 0.3 65 -10 -1.8 +1.0
EBI Longview Advantage ETF 0.3 35 20 5.7 +8.5
FNDX Schwab Fundamental US Large Co. Index ETF 0.3 25 30 5.9 +8.7
STOX Horizon Core Equity ETF 0.3 70 -15 3.4 +6.2
SFTY Horizon Managed Risk ETF 0.3 77 -22 3.4 +6.1
SQLV Royce Quant Small-Cap Quality Value ETF 0.3 60 -5 7.0 +9.8
FAB First Trust Multi Cap Value AlphaDEX Fund 0.3 67 -12 8.1 +10.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.3 65 -10 1.3 +4.1
VDC Vanguard Consumer Staples ETF 0.3 9 46 5.5 +8.3
AVUV Avantis U.S. Small Cap Value ETF 0.3 25 30 7.5 +10.3
RAYD Rayliant Quantitative Developed Market Equity ETF 0.3 80 -25 3.5 +6.3
IJJ iShares S&P Mid-Cap 400 Value ETF 0.3 18 37 7.5 +10.3
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.3 15 40 7.6 +10.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.3 10 45 7.6 +10.4
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 0.3 8 47 5.5 +8.3
FTEC Fidelity MSCI Information Technology Index ETF 0.3 8 47 3.0 +5.7
DFIS Dimensional International Small Cap ETF 0.3 39 16 6.0 +8.8
USEW Cambria US EW ETF 0.3 30 25 4.0 +6.8
XRT State Street SPDR S&P Retail ETF 0.3 35 20 7.0 +9.8
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.3 35 20 2.8 +5.6
VDE Vanguard Energy ETF 0.3 9 46 6.7 +9.5
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.3 61 -6 7.5 +10.3
AIEQ AI Powered Equity ETF 0.3 75 -20 3.6 +6.4
SCHC Schwab International Small-Cap Equity ETF 0.3 11 44 6.6 +9.3
VFVA Vanguard U.S. Value Factor ETF 0.3 13 42 8.6 +11.4
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.3 15 40 4.9 +7.7
DFLV Dimensional US Large Cap Value ETF 0.2 22 33 5.8 +8.6
AFLG First Trust Active Factor Large Cap ETF 0.2 55 0 4.8 +7.6
VGT Vanguard Information Technology ETF 0.2 9 46 24.4 +27.2
WOMN Impact Shares YWCA Women's Empowerment ETF 0.2 75 -20 4.6 +7.4
VOT Vanguard Mid-Cap Growth ETF 0.2 7 48 3.0 +5.8
IDU iShares U.S. Utilities ETF 0.2 40 15 4.5 +7.3
SNPG Xtrackers S&P 500 Growth ESG ETF 0.2 15 40 3.9 +6.7
FNDC Schwab Fundamental International Small Co. Index ETF 0.2 39 16 6.6 +9.4
SDY State Street SPDR S&P Dividend ETF 0.2 35 20 5.9 +8.7
DHS WisdomTree U.S. High Dividend Fund 0.2 38 17 7.8 +10.6
XOEF iShares S&P 500 ex S&P 100 ETF 0.2 20 35 4.5 +7.3
NULC Nuveen ESG Large-Cap ETF 0.2 21 34 3.8 +6.6
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 16 7.3 +10.1
GVUS Marketbeta Russell 1000 Value Equity ETF 0.2 12 43 5.1 +7.8
IWD iShares Russell 1000 Value ETF 0.2 19 36 5.0 +7.8
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.2 8 47 6.3 +9.1
VONV Vanguard Russell 1000 Value ETF 0.2 7 48 5.1 +7.9
AVDS Avantis International Small Cap Equity ETF 0.2 30 25 5.9 +8.7
ROUS Hartford Multifactor US Equity ETF 0.2 19 36 5.2 +8.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.2 18 37 6.6 +9.4
AFMC First Trust Active Factor Mid Cap ETF 0.2 65 -10 6.7 +9.5
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.2 12 43 3.2 +5.9
VFMF Vanguard U.S. Multifactor ETF 0.2 18 37 6.2 +8.9
JVAL JPMorgan U.S. Value Factor ETF 0.2 12 43 6.5 +9.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.2 15 40 4.1 +6.9
SCHV Schwab U.S. Large-Cap Value ETF 0.2 4 51 5.4 +8.2
QGRW WisdomTree U.S. Quality Growth Fund 0.2 28 27 2.8 +5.6
QGRO American Century U.S. Quality Growth ETF 0.2 29 26 3.9 +6.7
DEW WisdomTree Global High Dividend Fund 0.2 58 -3 6.9 +9.7
TTAC FCF US Quality ETF 0.2 59 -4 5.8 +8.6
XLK Technology Select Sector SPDR 0.2 8 47 3.2 +6.0
FMDE Fidelity Enhanced Mid Cap ETF 0.2 23 32 5.1 +7.9
USXF iShares ESG Advanced MSCI USA ETF 0.1 10 45 3.7 +6.5
VEGN US Vegan Climate ETF 0.1 60 -5 3.3 +6.1
IGM iShares Expanded Tech Sector ETF 0.1 41 14 2.6 +5.4
ROSC Hartford Multifactor Small Cap ETF 0.1 34 21 6.7 +9.5
OALC OneAscent Large Cap Core ETF 0.1 86 -31 3.2 +6.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.1 80 -25 6.5 +9.3
SNPE Xtrackers S&P 500 ESG ETF 0.1 10 45 4.2 +7.0
FENY Fidelity MSCI Energy Index ETF 0.1 8 47 6.7 +9.5
PFM Invesco Dividend Achievers ETF 0.1 53 2 4.5 +7.3
GEW Cambria Global EW ETF 0.1 29 26 5.2 +8.0
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 25 5.0 +7.8
DEUS Xtrackers Russell US Multifactor ETF 0.1 17 38 6.2 +9.0
VO Vanguard Mid-Cap ETF 0.1 4 51 20.3 +23.1
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 27 5.5 +8.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 35 4.1 +6.9
SCHD Schwab US Dividend Equity ETF 0.1 6 49 7.8 +10.6
ACWV iShares MSCI Global Min Vol Factor ETF 0.1 20 35 5.6 +8.4
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.1 20 35 8.3 +11.1
DFVX Dimensional US Large Cap Vector ETF 0.1 22 33 5.1 +7.9
VYM Vanguard High Dividend Yield Index ETF 0.1 6 49 5.9 +8.7
SPMO Invesco S&P 500 Momentum ETF 0.1 13 42 2.9 +5.7
IWP iShares Russell Mid-Cap Growth ETF 0.1 23 32 2.9 +5.7
DXIV Dimensional International Vector Equity ETF 0.1 34 21 6.5 +9.2
IXN iShares Global Tech ETF 0.1 41 14 2.6 +5.4
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 6 5.9 +8.7
GXPT Global X PureCap MSCI Information Technology ETF 0.1 25 30 3.2 +6.0
VIG Vanguard Dividend Appreciation ETF 0.1 5 50 4.8 +7.6
QVML Invesco S&P 500 QVM Multi-factor ETF 0.1 11 44 4.2 +7.0
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.1 35 20 5.6 +8.4
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 0.1 5 50 7.2 +10.0
FNCL Fidelity MSCI Financials Index ETF 0.1 8 47 5.7 +8.4
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.1 43 12 4.6 +7.4
AVDE Avantis International Equity ETF 0.1 23 32 6.0 +8.8
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.1 20 35 4.2 +6.9
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 -10 3.3 +6.1
VFH Vanguard Financials ETF 0.1 9 46 5.7 +8.5
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 16 6.1 +8.9
REVS Columbia Research Enhanced Value ETF 0.1 19 36 6.3 +9.1
AVIE Avantis  Inflation Focused Equity ETF 0.1 25 30 5.9 +8.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.1 29 26 3.9 +6.7
NANR SPDR S&P North American Natural Resources ETF 0.0 35 20 6.4 +9.2
PRXV Praxis Impact Large Cap Value ETF 0.0 36 19 5.3 +8.1
DFIC Dimensional International Core Equity 2 ETF 0.0 23 32 6.1 +8.9
TRUT VanEck Technology TruSector ETF 0.0 13 42 3.7 +6.5
FELV Fidelity Enhanced Large Cap Value ETF 0.0 18 37 5.2 +8.0
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.0 20 35 7.0 +9.8
AVSD Avantis Responsible International Equity ETF 0.0 23 32 5.7 +8.5
AVDV Avantis International Small Cap Value ETF 0.0 36 19 7.7 +10.5
VSLU Applied Finance Valuation Large Cap ETF 0.0 49 6 4.8 +7.5
STXV Strive 1000 Value ETF 0.0 18 37 6.6 +9.4
XMAG Defiance Large Cap ex-Mag 7 ETF 0.0 35 20 4.1 +6.9
STXD Strive 1000 Dividend Growth ETF 0.0 35 20 4.2 +7.0
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 25 6.3 +9.1
IDEV iShares Core MSCI International Developed Markets ETF 0.0 4 51 5.8 +8.6
VEA Vanguard FTSE Developed Markets ETF 0.0 3 52 5.8 +8.6
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 10 6.6 +9.4
RECS Columbia Research Enhanced Core ETF 0.0 15 40 5.2 +8.0
DFAI Dimensional International Core Equity Market ETF 0.0 18 37 5.9 +8.6
VXUS Vanguard Total International Stock ETF 0.0 5 50 6.5 +9.3
IXUS iShares Core MSCI Total International Stock ETF 0.0 7 48 6.4 +9.2
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 52 5.7 +8.5
WSGE Warren Street Global Equity ETF 0.0 80 -25 2.8 +5.6
DIVB iShares Core Dividend ETF 0.0 5 50 6.4 +9.2
IETC iShares U.S. Tech Independence Focused ETF 0.0 18 37 3.0 +5.8
VSGX Vanguard ESG International Stock ETF 0.0 10 45 6.4 +9.2
VFQY Vanguard U.S. Quality Factor ETF 0.0 13 42 5.2 +8.0
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.0 39 16 6.8 +9.6

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 ALPS Clean Energy ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity -4.6 %
Divided by: Fwd. P/BV 2.1 x
Less: Expense ratio 55 bp
Equals: ALTAR Score -2.8 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.59 CATEGORY
AVERAGE		 1.57
 
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.