Global X CleanTech ETF
ALTAR
Score™		 -0.0% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 -103.5x P/Sales
ratio		 1.1x
P/BV
ratio		 1.8x Div.
yield		 1.0%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
CTEC invests in companies that stand to benefit from the increased adoption of technologies that inhibit or reduce negative environmental impacts. This includes companies involved in renewable energy production, energy storage, smart grid implementation, residential/commercial energy efficiency, and/or the production and provision of pollution-reducing products and solutions.

FUND BASICS
Category Global Equities
Fund Sponsor Global X
Website www.globalxetfs.com
Inception date Oct 29, 2020
Assets (mns) $25
Currency USD
Expense ratio 50 bp
Distributions Quarterly

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 39
Wgt avg mkt cap (mns) $9,133
Large cap (>$10bn) 12.3%
Mid cap ($2-10bn) 55.3%
Small cap (<$2bn) 30.4%
Developed mkts 72.3%
Emerging mkts 27.7%

TOP TEN HOLDINGS
BLOOM ENERGY CORPORATION CLASS A 10.7 %
SAMSUNG SDI CO LTD 8.5 %
NEXTRACKER, INC. CLASS A 8.3 %
NORDEX AG 7.4 %
VESTAS WIND SYSTEMS A/S 6.1 %
FIRST SOLAR INC 4.5 %
NIBE INDUSTRIER AB CLASS B 4.2 %
ENPHASE ENERGY INC 4.1 %
CHINA EVERBRIGHT INTL LTD 3.7 %
JOHNSON MATTHEY PLC 3.4 %
Total 60.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 39.5 %
CHINA 9.4 %
SOUTH KOREA 9.1 %
DENMARK 6.7 %
TAIWAN 6.5 %
GERMANY 6.2 %
SWEDEN 4.8 %
BRITAIN 4.5 %
HONG KONG 4.0 %
SWITZERLAND 1.6 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
10.4% 86.7% -12.6% -- -4.4%

Market Correlations
versus... Beta R-squared
S&P500 1.09 32%
MSCI EAFE 1.22 29%
MSCI Emg. Mkts. 1.34 42%

Technical Indicators
Recent close $57.93
30d moving avg. $58.27
Annualized volatility 260.5%
Short interest (ETF) 0.6%
Relative strength (RSI) 49

Liquidity measures
Avg. volume (thou.) 6
Turnover 1.4%
Bid/Ask (% of price) 0.65%
ADV underlying (mns) $1,145

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 568 potential alternatives to the Global X CleanTech ETF ETF based on the alternatives' overlap in portfolio holdings with CTEC. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: CTEC Expense: 50 bp ALTAR Score™: -0.0%


ALTERNATIVE ETFs BASED ON OVERLAP WITH CTEC
Ticker Fund
Name		 Overlap1
vs CTEC
(%)		 Expense
ratio
(bp)		 Savings
vs CTEC
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs CTEC
(%)
FRNW Fidelity Clean Energy ETF 37.5 39 11 1.9 +1.9
TAN Invesco Solar ETF 30.1 67 -17 4.6 +4.6
CNRG State Street SPDR S&P Kensho Clean Power ETF 28.5 45 5 0.0 +0.0
VCLN Virtus Duff & Phelps Clean Energy ETF 27.9 59 -9 2.7 +2.7
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 27.3 58 -8 -2.1 -2.1
ACES ALPS Clean Energy ETF 26.2 55 -5 -2.7 -2.7
SMOG VanEck Low Carbon Energy ETF 23.3 61 -11 1.3 +1.3
PBW Invesco WilderHill Clean Energy ETF 21.9 66 -16 -3.2 -3.2
IBAT iShares Energy Storage & Materials ETF 21.8 47 3 2.0 +2.0
PBD Invesco Global Clean Energy ETF 21.3 75 -25 0.3 +0.3
ETEC iShares Breakthrough Environmental Solutions ETF 21.3 47 3 3.0 +3.0
HYDR Global X Hydrogen ETF 18.2 50 0 -7.4 -7.4
FAN First Trust Global Wind Energy ETF 18.0 60 -10 2.8 +2.8
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 17.8 79 -29 4.2 +4.2
WBAT WisdomTree Battery Value Chain and Innovation Fund 14.1 45 5 -0.9 -0.9
ERTH Invesco MSCI Sustainable Future ETF 14.0 62 -12 3.1 +3.1
OCEN IQ Clean Oceans ETF 11.5 45 5 4.5 +4.5
SDG iShares MSCI Global Sustainable Development Goals ETF 9.4 49 1 4.7 +4.7
CLNR IQ Cleaner Transport ETF 8.4 45 5 3.9 +3.9
IDRV iShares Self-driving EV & Tech ETF 7.6 47 3 1.3 +1.4
DRIV Global X Autonomous & Electric Vehicles ETF 7.1 68 -18 3.8 +3.8
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 7.0 45 5 4.6 +4.6
CCSO Carbon Collective Climate Solutions US Equity ETF 6.2 35 15 1.0 +1.0
PRN Invesco Dorsey Wright Industrials Momentum ETF 6.2 60 -10 1.4 +1.4
POWR iShares U.S. Power Infrastructure ETF 6.1 40 10 4.0 +4.0
CCNR ALPS CoreCommodity Natural Resources ETF 5.9 39 11 8.0 +8.0
DTEC ALPS Disruptive Technologies ETF 5.8 50 0 4.0 +4.0
BATT Amplify Lithium & Battery Technology ETF 5.5 59 -9 2.0 +2.0
FGM First Trust Germany AlphaDEX Fund 5.4 80 -30 5.1 +5.1
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 5.3 45 5 -1.6 -1.6
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 5.3 59 -9 3.1 +3.2
IPO Renaissance IPO ETF 5.0 60 -10 2.1 +2.1
EDEN iShares MSCI Denmark ETF 4.9 53 -3 6.6 +6.6
KGRN KraneShares MSCI China Clean Technology Index ETF 4.9 79 -29 3.0 +3.0
LIT Global X Lithium & Battery Tech ETF 4.7 75 -25 5.3 +5.3
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 4.7 20 30 0.9 +0.9
GRNJ Fundstrat Granny Shts US Sm- &Mid-CapETF 4.7 75 -25 2.3 +2.3
AIPO Defiance AI & Power Infrastructure ETF 4.6 69 -19 1.0 +1.0
MOTO SmartETFs Smart Transportation & Technology ETF 4.4 68 -18 6.1 +6.1
NETZ TCW Transform Systems ETF 4.1 75 -25 1.5 +1.5
SPIT F/m Emerald Special Situations ETF 4.0 105 -55 -0.7 -0.6
MADE iShares U.S. Manufacturing ETF 3.8 40 10 3.7 +3.7
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 3.6 59 -9 8.9 +8.9
IWO iShares Russell 2000 Growth ETF 3.6 24 26 0.6 +0.6
ZAP Global X U.S. Electrification ETF 3.5 50 0 3.5 +3.5
LIVR Intelligent Livermore ETF 3.5 69 -19 2.9 +2.9
JIVE JPMorgan International Value ETF 3.4 55 -5 8.7 +8.7
VUSG Vanguard Wellington U.S. Growth Active ETF 3.4 35 15 2.7 +2.7
FCA First Trust China AlphaDEX Fund 3.2 80 -30 7.1 +7.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 3.2 95 -45 -0.5 -0.5
FDRV Fidelity Electric Vehicles and Future Transportation ETF 3.1 39 11 1.2 +1.2
PSCT Invesco S&P SmallCap Information Technology ETF 3.1 29 21 4.0 +4.0
JSML Janus Henderson Small Cap Growth Alpha ETF 3.0 30 20 3.1 +3.1
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 3.0 72 -22 2.2 +2.2
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 2.9 60 -10 -0.9 -0.9
LOUP Innovator Deepwater Frontier Tech ETF 2.8 70 -20 1.2 +1.2
VTWG Vanguard Russell 2000 Growth ETF 2.8 10 40 0.7 +0.7
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 2.7 60 -10 0.8 +0.8
FEM First Trust Emerging Markets AlphaDEX Fund 2.6 80 -30 9.2 +9.2
HYP Golden Eagle Dynamic Hypergrowth ETF 2.5 85 -35 -0.8 -0.8
ABLS Abacus FCF Small Cap Leaders ETF 2.5 59 -9 5.0 +5.0
ETHO Etho Climate Leadership U.S. ETF 2.4 47 3 4.7 +4.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.4 70 -20 2.3 +2.3
VOLT Tema Electrification ETF 2.3 75 -25 2.7 +2.7
ECNS iShares MSCI China Small-Cap ETF 2.3 59 -9 8.3 +8.3
TRFM AAM Transformers ETF 2.3 49 1 1.2 +1.2
ABFL Abacus FCF Leaders ETF 2.3 59 -9 4.1 +4.1
DBSC Deepwater Beachfront Small Cap ETF 2.2 85 -35 1.3 +1.3
VBK Vanguard Small-Cap Growth ETF 2.2 7 43 1.4 +1.4
XSD State Street SPDR S&P Semiconductor ETF 2.2 35 15 3.6 +3.6
RSSL Global X Russell 2000 ETF 2.2 8 42 3.0 +3.0
WAR U.S. Global Tech and Aerospace & Defense ETF 2.2 60 -10 0.2 +0.2
GURU Global X Guru Index ETF 2.2 75 -25 2.6 +2.6
IWM iShares Russell 2000 ETF 2.1 19 31 2.9 +2.9
FEUZ First Trust Eurozone AlphaDEX ETF 2.1 80 -30 6.7 +6.7
GVIP Goldman Sachs Hedge Industry VIP ETF 2.1 45 5 2.8 +2.8
GPT Intelligent Alpha Atlas ETF 2.0 69 -19 6.5 +6.5
CARZ First Trust NASDAQ Global Auto Index Fund 2.0 70 -20 3.1 +3.2
NIXT Research Affiliates Deletions ETF 1.9 9 41 7.2 +7.2
FXN First Trust Energy AlphaDEX Fund 1.9 62 -12 9.9 +9.9
PGJ Invesco Golden Dragon China ETF 1.9 70 -20 14.2 +14.2
IQM Franklin Intelligent Machines ETF 1.9 50 0 1.4 +1.4
VTWO Vanguard Russell 2000 ETF 1.8 7 43 3.1 +3.1
VAMO Cambria Value & Momentum ETF 1.8 61 -11 5.1 +5.1
HAP VanEck Natural Resources ETF 1.8 50 0 6.5 +6.5
POW VistaShares Electrification Supercycle ETF 1.7 75 -25 2.5 +2.5
FEP First Trust Europe AlphaDEX Fund 1.7 80 -30 7.0 +7.0
XMHQ Invesco S&P MidCap Quality ETF 1.6 25 25 6.1 +6.1
FESM Fidelity Enhanced Small Cap ETF 1.6 28 22 2.6 +2.6
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.6 20 30 4.4 +4.4
SPGP Invesco S&P 500 GARP ETF 1.6 34 16 6.1 +6.1
RSPT Invesco S&P 500 Equal Weight Technology ETF 1.6 40 10 4.8 +4.8
ARTY iShares Future AI & Tech ETF 1.5 47 3 3.6 +3.6
EV Mast Global Battery Recycling & Production ETF 1.5 65 -15 6.2 +6.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.4 15 35 5.4 +5.4
FNX First Trust Mid Cap Core AlphaDEX Fund 1.4 60 -10 6.6 +6.6
TMFX Motley Fool Next Index ETF 1.3 50 0 3.2 +3.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.3 39 11 2.5 +2.5
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.3 15 35 4.5 +4.5
NUSC Nuveen ESG Small-Cap ETF 1.3 31 19 5.3 +5.3
ISMD Inspire Small/Mid Cap ETF 1.3 54 -4 5.7 +5.7
BUZZ VanEck Social Sentiment ETF 1.3 75 -25 -0.7 -0.6
ABLD Abacus FCF Real Assets Leaders ETF 1.3 69 -19 6.3 +6.3
TOLL Tema Durable Quality ETF 1.3 75 -25 4.3 +4.3
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.3 58 -8 3.8 +3.8
PSC Principal U.S. Small-Cap ETF 1.2 38 12 4.0 +4.0
ITEQ BlueStar Israel Technology ETF 1.2 75 -25 1.2 +1.2
FDWM Fidelity Women's Leadership ETF 1.2 59 -9 3.7 +3.7
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.2 39 11 3.8 +3.8
AFSM First Trust Active Factor Small Cap ETF 1.2 75 -25 6.4 +6.4
FKU First Trust United Kingdom AlphaDEX Fund 1.2 80 -30 7.4 +7.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.2 64 -14 1.4 +1.5
RBLD First Trust Alerian US NextGen Infrastructure ETF 1.2 65 -15 4.1 +4.1
QQQS Invesco NASDAQ Future Gen 200 ETF 1.2 20 30 -4.3 -4.3
IYE iShares U.S. Energy ETF 1.1 40 10 6.4 +6.4
XT iShares Exponential Technologies ETF 1.1 46 4 4.4 +4.4
BLES Inspire Global Hope ETF 1.1 61 -11 6.1 +6.1
NUEM Nuveen ESG Emerging Markets Equity ETF 1.1 36 14 6.6 +6.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.1 30 20 4.1 +4.1
FIVA Fidelity International Value Factor ETF 1.1 18 32 7.7 +7.7
SMAP Amplify Small-Mid Cap Equity ETF 1.1 60 -10 4.7 +4.7
NUDM Nuveen ESG International Developed Markets Equity ETF 1.1 31 19 5.8 +5.8
PDP Invesco Dorsey Wright Momentum ETF 1.1 62 -12 1.7 +1.7
EWY iShares MSCI South Korea ETF 1.0 58 -8 4.6 +4.6
ICPY Tweedy, Browne International Insider Value ETF 1.0 80 -30 22.4 +22.4
VB Vanguard Small-Cap ETF 1.0 5 45 5.6 +5.6
FPX First Trust US Equity Opportunities ETF 1.0 61 -11 1.0 +1.0
CHGX AXS Change Finance ESG ETF 1.0 49 1 5.0 +5.0
VFMO Vanguard U.S. Momentum Factor ETF 1.0 13 37 1.9 +1.9
BIBL Inspire 100 ETF 1.0 35 15 4.6 +4.7
AZTD Aztlan Global Stock Selection DM SMID ETF 1.0 75 -25 4.4 +4.4
EWUS iShares MSCI United Kingdom Small Cap ETF 1.0 59 -9 7.6 +7.6
VXF Vanguard Extended Market ETF 1.0 5 45 4.1 +4.1
TAX Cambria Tax Aware ETF 0.9 49 1 4.5 +4.5
VIS Vanguard Industrials ETF 0.9 9 41 3.8 +3.8
VIDI Vident International Equity Strategy ETF 0.9 61 -11 8.7 +8.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.9 4 46 5.9 +5.9
DTAN Sparkline International Intangible Value ETF 0.9 55 -5 7.4 +7.5
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.9 10 40 9.7 +9.7
FLKR Franklin FTSE South Korea ETF 0.9 9 41 5.8 +5.8
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.9 15 35 9.7 +9.7
IJS iShares S&P Small-Cap 600 Value ETF 0.9 18 32 9.6 +9.6
USMF WisdomTree U.S. Multifactor Fund 0.9 28 22 6.7 +6.7
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.9 42 8 8.1 +8.1
IEUS iShares MSCI Europe Small-Cap ETF 0.9 42 8 7.0 +7.0
JOET Virtus Terranova US Quality Momentum ETF 0.9 29 21 4.1 +4.1
DRNZ REX Drone ETF 0.9 65 -15 -1.6 -1.6
IMCG iShares Morningstar Mid-Cap Growth ETF 0.9 6 44 3.7 +3.7
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.9 40 10 4.2 +4.3
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.8 17 33 5.3 +5.4
FDMO Fidelity Momentum Factor ETF 0.8 15 35 2.7 +2.7
AFMC First Trust Active Factor Mid Cap ETF 0.8 65 -15 7.5 +7.5
FDM First Trust Dow Jones Select MicroCap Index Fund 0.8 60 -10 7.2 +7.2
ICOW Pacer Developed Markets International Cash Cows 100 ETF 0.8 65 -15 7.9 +7.9
AVSC Avantis U.S Small Cap Equity ETF 0.8 25 25 5.0 +5.0
GMET VanEck Green Metals ETF 0.8 63 -13 5.7 +5.8
GINN Goldman Sachs Innovate Equity ETF 0.8 52 -2 4.1 +4.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.8 20 30 4.4 +4.5
AVMC Avantis U.S. Mid Cap Equity ETF 0.8 18 32 6.3 +6.3
SNSR Global X Internet of Things ETF 0.8 68 -18 4.3 +4.3
FPWR First Trust EIP Power Solutions ETF 0.8 96 -46 4.3 +4.3
ISCG iShares Morningstar Small-Cap Growth ETF 0.8 6 44 2.9 +3.0
COPY Tweedy, Browne Insider + Value ETF 0.7 80 -30 15.6 +15.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.7 10 40 4.0 +4.1
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.7 10 40 4.1 +4.1
ROE Astoria US Quality Kings ETF 0.7 49 1 5.9 +5.9
FIDU Fidelity MSCI Industrial Index ETF 0.7 8 42 3.8 +3.8
SCHM Schwab U.S. Mid-Cap ETF 0.7 4 46 6.3 +6.3
STXK Strive Small-Cap ETF 0.7 18 32 5.5 +5.5
FTC First Trust Large Cap Growth AlphaDEX Fund 0.7 59 -9 2.0 +2.0
EWD iShares MSCI Sweden ETF 0.7 54 -4 5.2 +5.2
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.7 15 35 4.4 +4.4
IJK iShares S&P Mid-Cap 400 Growth ETF 0.7 17 33 4.3 +4.4
BFOR ALPS Barron's 400 ETF 0.7 65 -15 5.2 +5.2
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.7 10 40 4.4 +4.4
SMLF iShares U.S. SmallCap Equity Factor ETF 0.7 15 35 5.3 +5.3
JHMM John Hancock Multifactor Mid Cap ETF 0.7 42 8 5.7 +5.7
FYC First Trust Small Cap Growth AlphaDEX Fund 0.7 71 -21 -0.6 -0.6
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.7 25 25 8.3 +8.3
DSMC Distillate Small/Mid Cash Flow ETF 0.7 55 -5 11.3 +11.3
ISCB iShares Morningstar Small-Cap ETF 0.6 4 46 5.7 +5.8
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.6 70 -20 6.8 +6.8
AVDV Avantis International Small Cap Value ETF 0.6 36 14 8.0 +8.0
XJR iShares ESG Screened S&P Small-Cap ETF 0.6 12 38 6.7 +6.7
XJH iShares ESG Screened S&P Mid-Cap ETF 0.6 12 38 6.3 +6.3
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 0.6 75 -25 2.3 +2.3
IWN iShares Russell 2000 Value ETF 0.6 24 26 5.2 +5.2
VTWV Vanguard Russell 2000 Value ETF 0.6 10 40 5.3 +5.3
FFF Founders 100 ETF 0.6 75 -25 2.9 +2.9
SCHC Schwab International Small-Cap Equity ETF 0.6 11 39 6.8 +6.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.6 12 38 4.8 +4.8
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 0.6 90 -40 4.4 +4.4
FCPI Fidelity Stocks for Inflation ETF 0.6 15 35 6.1 +6.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.6 15 35 7.2 +7.2
EQAL Invesco Russell 1000 Equal Weight ETF 0.6 20 30 6.3 +6.3
MDY SPDR S&P Midcap 400 ETF Trust 0.6 23 27 6.2 +6.3
WWJD Inspire International ETF 0.6 80 -30 6.5 +6.5
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.6 59 -9 4.9 +4.9
MCH Matthews China Active ETF 0.6 79 -29 15.6 +15.6
QINT American Century Quality Diversified International ETF 0.6 39 11 6.8 +6.8
WSML iShares MSCI World Small-Cap ETF 0.6 15 35 5.7 +5.7
ICAP InfraCap Equity Income Fund ETF 0.6 171 -121 4.8 +4.8
IJH iShares Core S&P Mid-Cap ETF 0.5 5 45 6.4 +6.4
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.5 3 47 6.5 +6.5
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.5 8 42 6.5 +6.6
IVOO Vanguard S&P Mid-Cap 400 ETF 0.5 7 43 6.4 +6.4
VUSE Vident U.S. Equity Strategy ETF 0.5 50 0 4.0 +4.0
DFEV Dimensional Emerging Markets Value ETF 0.5 43 7 10.6 +10.6
VIOO Vanguard S&P Small-Cap 600 ETF 0.5 7 43 6.7 +6.7
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.5 3 47 6.9 +6.9
IJR iShares Core S&P Small Cap ETF 0.5 6 44 6.8 +6.8
OPTZ Optimize Strategy Index ETF 0.5 50 0 4.1 +4.1
ISCV iShares Morningstar Small Cap Value ETF 0.5 6 44 8.2 +8.2
EFRA iShares Environmental Infrastructure and Industrials ETF 0.5 47 3 4.9 +4.9
IWC iShares Micro-Cap ETF 0.5 60 -10 -1.5 -1.5
VLUE iShares MSCI USA Value Factor ETF 0.5 15 35 8.0 +8.0
AIRR First Trust RBA American Industrial Renaissance ETF 0.5 70 -20 3.8 +3.8
BKSE BNY Mellon US Small Cap Core Equity ETF 0.5 4 46 5.6 +5.6
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.5 49 1 6.2 +6.2
DISV Dimensional International Small Cap Value ETF 0.5 42 8 8.4 +8.4
DVYE iShares Emerging Markets Dividend ETF 0.5 49 1 17.3 +17.3
SCHA Schwab U.S. Small-Cap ETF 0.5 4 46 4.8 +4.8
TCHI iShares MSCI China Multisector Tech ETF 0.5 59 -9 15.3 +15.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.5 7 43 5.7 +5.7
DFNV Donoghue Forlines Innovation ETF 0.5 69 -19 4.4 +4.4
SQLV Royce Quant Small-Cap Quality Value ETF 0.5 60 -10 8.6 +8.6
FNDC Schwab Fundamental International Small Co. Index ETF 0.5 39 11 7.0 +7.0
STXM Strive Mid-Cap ETF 0.5 18 32 5.7 +5.7
ISRA VanEck Israel ETF 0.5 59 -9 6.1 +6.1
KRMA Global X Conscious Companies ETF 0.5 43 7 5.7 +5.7
MFMO Motley Fool Momentum Factor ETF 0.4 50 0 2.4 +2.4
RCGE RockCreek Global Equality ETF 0.4 95 -45 6.3 +6.3
DFIS Dimensional International Small Cap ETF 0.4 39 11 6.3 +6.3
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.4 80 -30 9.3 +9.3
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.4 32 18 13.8 +13.8
AVMV Avantis U.S. Mid Cap Value ETF 0.4 20 30 7.5 +7.5
AVDS Avantis International Small Cap Equity ETF 0.4 30 20 6.2 +6.2
IMCB iShares Morningstar Mid-Cap ETF 0.4 4 46 5.6 +5.6
IJJ iShares S&P Mid-Cap 400 Value ETF 0.4 18 32 8.3 +8.3
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.4 15 35 8.3 +8.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.4 10 40 8.4 +8.4
MFIG Motley Fool Innovative Growth Factor ETF 0.4 50 0 3.0 +3.0
EES WisdomTree U.S. SmallCap Fund 0.4 38 12 8.4 +8.4
SCZ iShares MSCI EAFE Small-Cap ETF 0.4 40 10 6.4 +6.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.4 15 35 6.4 +6.4
DFAS Dimensional U.S. Small Cap ETF 0.4 26 24 5.9 +6.0
PXH Invesco FTSE RAFI Emerging Markets ETF 0.4 49 1 14.0 +14.0
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.4 80 -30 7.1 +7.1
EUSA iShares MSCI USA Equal Weighted ETF 0.4 9 41 5.8 +5.8
SIZE iShares MSCI USA Size Factor ETF 0.4 15 35 5.8 +5.8
SMOX Horizon Small/Mid Cap Core Equity ETF 0.4 75 -25 5.6 +5.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.4 9 41 5.5 +5.5
MTUM iShares MSCI USA Momentum Factor ETF 0.4 15 35 2.8 +2.8
USMV iShares MSCI USA Min Vol Factor ETF 0.4 15 35 5.3 +5.3
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.4 38 12 7.7 +7.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.4 18 32 5.3 +5.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.4 58 -8 4.9 +4.9
AVSD Avantis Responsible International Equity ETF 0.4 23 27 6.2 +6.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.4 52 -2 5.0 +5.0
EMXF iShares ESG Advanced MSCI EM ETF 0.3 16 34 7.6 +7.6
GVLU Gotham 1000 Value ETF 0.3 50 0 8.4 +8.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.3 9 41 4.1 +4.1
PTL Inspire 500 ETF 0.3 9 41 4.8 +4.8
DXUV Dimensional US Vector Equity ETF 0.3 28 22 5.6 +5.6
FTEC Fidelity MSCI Information Technology Index ETF 0.3 8 42 3.7 +3.7
VGT Vanguard Information Technology ETF 0.3 9 41 3.7 +3.7
FEX First Trust Large Cap Core AlphaDEX Fund 0.3 59 -9 5.3 +5.3
EXI iShares Global Industrials ETF 0.3 42 8 3.7 +3.7
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.3 14 36 5.6 +5.6
DMXF iShares ESG Advanced MSCI EAFE ETF 0.3 12 38 5.2 +5.3
DFSI Dimensional International Sustainability Core 1 ETF 0.3 24 26 5.8 +5.8
AVLV Avantis U.S. Large Cap Value ETF 0.3 15 35 6.2 +6.2
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.3 35 15 6.8 +6.8
IVSI Applied Finance IVS International LrgETF 0.3 65 -15 6.3 +6.3
EFG iShares MSCI EAFE Growth ETF 0.3 36 14 4.0 +4.0
YNOT Horizon Digital Frontier ETF 0.3 75 -25 3.0 +3.0
IEUR iShares Core MSCI Europe ETF 0.3 11 39 6.6 +6.6
THRO iShares U.S. Thematic Rotation Active ETF 0.3 90 -40 3.5 +3.5
VGK Vanguard FTSE Europe ETF 0.3 6 44 6.8 +6.8
PATN Pacer Nasdaq International Patent Leaders ETF 0.3 65 -15 5.0 +5.0
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.3 47 3 8.2 +8.2
EWX SPDR S&P Emerging Markets Small Cap ETF 0.3 65 -15 7.0 +7.0
AVEM Avantis Emerging Markets Equity ETF 0.3 33 17 7.8 +7.8
DFAE Dimensional Emerging Core Equity Market ETF 0.3 35 15 7.7 +7.7
FSMD Fidelity Small-Mid Multifactor ETF 0.3 15 35 7.0 +7.0
VOT Vanguard Mid-Cap Growth ETF 0.3 7 43 3.3 +3.3
ESGE iShares ESG Aware MSCI EM ETF 0.3 25 25 9.2 +9.2
SPEU SPDR Portfolio Europe ETF 0.3 7 43 6.7 +6.7
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.3 30 20 6.7 +6.7
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.3 29 21 6.8 +6.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.3 24 26 6.4 +6.4
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.3 20 30 5.7 +5.7
FRGN Horizon International Equity ETF 0.3 75 -25 8.6 +8.6
IEV iShares Europe ETF 0.3 67 -17 6.1 +6.1
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.3 60 -10 5.1 +5.1
ESGD iShares ESG Aware MSCI EAFE ETF 0.3 20 30 6.0 +6.0
BBEU JPMorgan BetaBuilders Europe ETF 0.3 9 41 6.4 +6.4
DIM WisdomTree International MidCap Dividend Fund 0.3 58 -8 6.4 +6.4
AVDE Avantis International Equity ETF 0.3 23 27 6.4 +6.4
IQSI IQ Candriam International Equity ETF 0.3 15 35 5.8 +5.8
USXF iShares ESG Advanced MSCI USA ETF 0.2 10 40 4.3 +4.3
VSGX Vanguard ESG International Stock ETF 0.2 10 40 7.1 +7.1
DFAC Dimensional U.S. Core Equity 2 ETF 0.2 17 33 5.0 +5.1
GXC SPDR S & P China ETF 0.2 59 -9 18.1 +18.1
CFA VictoryShares US 500 Volatility Wtd ETF 0.2 35 15 5.5 +5.5
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.2 40 10 5.4 +5.4
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 0.2 12 38 7.2 +7.2
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.2 33 17 7.0 +7.0
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.2 46 4 5.7 +5.7
FLEE Franklin FTSE Europe ETF 0.2 9 41 6.5 +6.5
FLCH Franklin FTSE China ETF 0.2 19 31 17.2 +17.2
IWS iShares Russell Mid-Cap Value ETF 0.2 23 27 6.4 +6.4
EGUS iShares ESG Aware MSCI USA Growth ETF 0.2 18 32 3.4 +3.4
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.2 12 38 5.5 +5.5
STXE Strive Emerging Markets Ex-China ETF 0.2 32 18 6.2 +6.2
AVIV Avantis International Large Cap Value ETF 0.2 25 25 7.1 +7.1
EZM WisdomTree U.S. MidCap Fund 0.2 38 12 8.5 +8.5
DFIC Dimensional International Core Equity 2 ETF 0.2 23 27 6.4 +6.4
HFXI IQ FTSE International Equity Currency Neutral ETF 0.2 20 30 6.0 +6.0
MFVL Motley Fool Value Factor ETF 0.2 50 0 5.8 +5.8
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.2 53 -3 5.9 +5.9
IWR iShares Russell Midcap ETF 0.2 19 31 5.7 +5.7
EEMA iShares MSCI Emerging Markets Asia ETF 0.2 49 1 8.7 +8.7
DCOR Dimensional US Core Equity 1 ETF 0.2 14 36 4.9 +5.0
IEMG iShares Core MSCI Emerging Markets ETF 0.2 9 41 9.0 +9.0
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.2 24 26 6.2 +6.2
RSP Invesco S&P 500 Equal Weight ETF 0.2 20 30 6.2 +6.2
DFE WisdomTree Europe SmallCap Dividend Fund 0.2 58 -8 7.7 +7.7
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.2 59 -9 9.3 +9.3
GWX SPDR S&P International Small Cap ETF 0.2 40 10 6.1 +6.1
FNDF Schwab Fundamental International Large Co. Index ETF 0.2 25 25 7.8 +7.8
DFUV Dimensional US Marketwide Value ETF 0.2 22 28 6.6 +6.6
AVSU Avantis Responsible U.S. Equity ETF 0.2 15 35 5.5 +5.5
VEA Vanguard FTSE Developed Markets ETF 0.2 3 47 6.3 +6.3
DFAI Dimensional International Core Equity Market ETF 0.2 18 32 6.2 +6.2
EIPX FT Energy Income Partners Strategy ETF 0.2 95 -45 5.7 +5.7
WOMN Impact Shares YWCA Women's Empowerment ETF 0.2 75 -25 5.1 +5.1
FNK First Trust Mid Cap Value AlphaDEX Fund 0.2 70 -20 9.9 +10.0
SSPY Syntax Stratified LargeCap ETF 0.2 30 20 6.3 +6.4
IWP iShares Russell Mid-Cap Growth ETF 0.2 23 27 3.0 +3.0
AVES Avantis Emerging Markets Value ETF 0.2 36 14 9.5 +9.5
FLAX Franklin FTSE Asia Ex Japan ETF 0.2 19 31 8.1 +8.1
FBCG Fidelity Blue Chip Growth ETF 0.2 59 -9 2.5 +2.5
SPDW SPDR Portfolio Developed World ex-US ETF 0.2 3 47 6.2 +6.2
IPKW Invesco International BuyBack Achievers ETF 0.2 55 -5 8.2 +8.2
EMXC iShares MSCI Emerging Markets ex China ETF 0.2 25 25 5.9 +5.9
SCHV Schwab U.S. Large-Cap Value ETF 0.2 4 46 6.0 +6.0
ILCG iShares Morningstar Growth ETF 0.2 4 46 3.4 +3.4
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.2 70 -20 7.9 +8.0
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.2 33 17 7.5 +7.6
XCEM Columbia EM Core ex-China ETF 0.2 16 34 5.7 +5.7
AVSE Avantis Responsible Emerging Markets Equity ETF 0.2 33 17 7.5 +7.5
TPIF Timothy Plan International ETF 0.2 62 -12 5.6 +5.6
XLK Technology Select Sector SPDR 0.2 8 42 4.0 +4.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.2 39 11 8.1 +8.1
ONEQ Fidelity Nasdaq Composite Index ETF 0.2 21 29 3.3 +3.3
DFLV Dimensional US Large Cap Value ETF 0.2 22 28 6.5 +6.5
IGM iShares Expanded Tech Sector ETF 0.2 41 9 3.3 +3.3
IXUS iShares Core MSCI Total International Stock ETF 0.2 7 43 6.9 +6.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.2 15 35 6.7 +6.7
VXUS Vanguard Total International Stock ETF 0.2 5 45 7.0 +7.0
INTF iShares International Equity Factor ETF 0.2 15 35 6.6 +6.7
IEFA iShares Core MSCI EAFE ETF 0.2 7 43 6.3 +6.3
AVUS Avantis U.S. Equity ETF 0.2 15 35 5.1 +5.2
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.2 45 5 7.1 +7.1
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.2 36 14 8.5 +8.5
JMOM JPMorgan U.S. Momentum Factor ETF 0.2 12 38 3.8 +3.8
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.2 15 35 9.8 +9.8
DXIV Dimensional International Vector Equity ETF 0.2 34 16 6.7 +6.7
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 0.2 15 35 4.0 +4.0
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.2 10 40 4.0 +4.0
IJT iShares S&P Small-Cap 600 Growth ETF 0.2 18 32 4.0 +4.0
STXG Strive 1000 Growth ETF 0.2 18 32 3.6 +3.6
FYX First Trust Small Cap Core AlphaDEX Fund 0.2 61 -11 5.9 +5.9
SCHF Schwab International Equity ETF 0.2 6 44 6.3 +6.3
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.2 41 9 7.5 +7.5
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.2 20 30 6.4 +6.5
BKEM BNY Mellon Emerging Markets Equity ETF 0.2 11 39 8.8 +8.8
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.2 30 20 9.0 +9.0
JHMD John Hancock Multifactor Developed International ETF 0.2 39 11 6.3 +6.4
VBR Vanguard Small Cap Value ETF 0.2 7 43 8.3 +8.3
DFSU Dimensional US Sustainability Core 1 ETF 0.2 18 32 5.0 +5.0
VPL Vanguard FTSE Pacific ETF 0.2 7 43 5.8 +5.8
EEM iShares MSCI Emerging Markets ETF 0.2 69 -19 8.8 +8.8
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.2 20 30 5.8 +5.8
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.2 36 14 5.5 +5.6
GSID Goldman Sachs MarketBeta International Equity ETF 0.2 20 30 6.1 +6.1
ESGV Vanguard ESG U.S. Stock ETF 0.2 9 41 4.6 +4.6
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.2 50 0 9.1 +9.1
TTAC FCF US Quality ETF 0.2 59 -9 5.4 +5.4
IDEV iShares Core MSCI International Developed Markets ETF 0.2 4 46 6.2 +6.2
DFAU Dimensional US Core Equity Market ETF 0.2 12 38 4.7 +4.7
INRO iShares U.S. Industry Rotation Active ETF 0.2 42 8 3.9 +4.0
GMF SPDR S&P Emerging Asia Pacific ETF 0.2 49 1 9.5 +9.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.2 3 47 4.5 +4.5
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 11 8.3 +8.3
FNDA Schwab Fundamental US Small Co. Index ETF 0.2 25 25 6.6 +6.6
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.2 35 15 12.0 +12.0
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.2 15 35 8.9 +8.9
HDUS Hartford Disciplined US Equity ETF 0.2 19 31 5.1 +5.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.2 9 41 5.2 +5.2
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.2 18 32 6.7 +6.8
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 20 6.8 +6.8
VT Vanguard Total World Stock ETF 0.1 6 44 5.4 +5.4
VEU Vanguard FTSE All-World ex-US Index Fund 0.1 4 46 7.1 +7.1
EFA iShares MSCI EAFE ETF 0.1 35 15 5.9 +5.9
DFUS Dimensional U.S. Equity ETF 0.1 9 41 4.4 +4.5
MXI iShares Global Materials ETF 0.1 41 9 6.0 +6.0
VTI Vanguard Total Stock Market ETF 0.1 3 47 4.5 +4.5
VTHR Vanguard Russell 3000 ETF 0.1 7 43 4.5 +4.5
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 34 16 6.7 +6.7
BKIE BNY Mellon International Equity ETF 0.1 4 46 6.2 +6.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.1 25 25 5.3 +5.3
NACP Impact Shares NAACP Minority Empowerment ETF 0.1 49 1 4.3 +4.3
IWV iShares Russell 3000 ETF 0.1 20 30 4.4 +4.4
XMAG Defiance Large Cap ex-Mag 7 ETF 0.1 35 15 4.7 +4.7
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.1 12 38 3.9 +3.9
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.1 15 35 5.2 +5.3
CIL VictoryShares International Volatility Wtd ETF 0.1 45 5 5.8 +5.8
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.1 19 31 5.2 +5.2
EPS WisdomTree U.S. LargeCap Fund 0.1 8 42 5.2 +5.2
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.1 41 9 6.4 +6.4
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.1 66 -16 8.0 +8.1
ISCF iShares International SmallCap Equity Factor ETF 0.1 23 27 7.4 +7.4
XOEF iShares S&P 500 ex S&P 100 ETF 0.1 20 30 5.0 +5.0
IMTM iShares MSCI Intl Momentum Factor ETF 0.1 30 20 4.9 +4.9
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.1 39 11 14.2 +14.2
VWO Vanguard FTSE Emerging Markets ETF 0.1 7 43 9.7 +9.7
SFY SoFi Select 500 ETF 0.1 0 50 4.2 +4.2
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.1 25 25 6.5 +6.5
VFQY Vanguard U.S. Quality Factor ETF 0.1 13 37 5.9 +5.9
JHSC John Hancock Multifactor Small Cap ETF 0.1 42 8 6.4 +6.4
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.1 32 18 8.3 +8.4
SCHB Schwab U.S. Broad Market ETF 0.1 3 47 4.6 +4.6
SMMD iShares Russell 2500 ETF 0.1 15 35 6.0 +6.0
VEGN US Vegan Climate ETF 0.1 60 -10 4.3 +4.3
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.1 20 30 4.9 +4.9
ACWI iShares MSCI ACWI ETF 0.1 32 18 5.1 +5.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.1 14 36 4.5 +4.5
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.1 39 11 7.2 +7.2
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 11 6.3 +6.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 39 4.5 +4.5
DIVI Franklin International Core Dividend Tilt Index ETF 0.1 9 41 6.8 +6.8
VO Vanguard Mid-Cap ETF 0.1 4 46 5.5 +5.5
DTH WisdomTree International High Dividend Fund 0.1 58 -8 7.4 +7.4
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.1 8 42 4.6 +4.6
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 25 8.4 +8.4
ESGU iShares ESG Aware MSCI USA ETF 0.1 15 35 4.5 +4.6
TOK iShares MSCI Kokusai ETF 0.1 26 24 4.6 +4.6
IXN iShares Global Tech ETF 0.1 41 9 3.4 +3.5
URTH iShares MSCI World ETF 0.1 24 26 4.7 +4.7
IUSG iShares Core S&P U.S. Growth ETF 0.1 4 46 3.5 +3.5
TOV JLens 500 Jewish Advocacy U.S. ETF 0.1 18 32 4.3 +4.3
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.1 30 20 8.4 +8.4
GXPT Global X PureCap MSCI Information Technology ETF 0.1 25 25 3.9 +3.9
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.1 47 3 5.0 +5.0
GXLC Global X U.S. 500 ETF 0.1 2 48 4.4 +4.5
GVUS Marketbeta Russell 1000 Value Equity ETF 0.1 12 38 5.8 +5.8
JHML John Hancock Multifactor Large Cap ETF 0.1 29 21 4.8 +4.9
AVUQ Avantis U.S. Quality ETF 0.1 15 35 3.9 +3.9
SCHK Schwab 1000 Index ETF 0.1 5 45 4.6 +4.6
DFIV Dimensional International Value ETF 0.1 27 23 7.9 +7.9
STRV Strive 500 ETF 0.1 5 45 4.5 +4.5
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 43 10.0 +10.1
ILCB iShares Morningstar U.S. Equity ETF 0.1 3 47 4.5 +4.5
SCHX Schwab U.S. Large-Cap ETF 0.1 3 47 4.6 +4.6
DFVX Dimensional US Large Cap Vector ETF 0.1 22 28 5.6 +5.6
ACWV iShares MSCI Global Min Vol Factor ETF 0.1 20 30 5.7 +5.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.1 9 41 4.7 +4.7
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.1 15 35 4.7 +4.7
KOKU Xtrackers MSCI Kokusai Equity ETF 0.1 9 41 4.7 +4.8
TPSC Timothy Plan US Small Cap Core ETF 0.1 52 -2 6.9 +6.9
JHEM John Hancock Multifactor Emerging Markets ETF 0.1 49 1 8.3 +8.3
FMDE Fidelity Enhanced Mid Cap ETF 0.1 23 27 5.7 +5.7
DLS WisdomTree International SmallCap Dividend Fund 0.1 58 -8 7.6 +7.6
GSPY Gotham Enhanced 500 ETF 0.1 50 0 4.8 +4.8
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.1 12 38 6.6 +6.6
SCHE Schwab Emerging Markets Equity ETF 0.1 11 39 10.0 +10.0
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.1 25 25 6.8 +6.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.1 2 48 4.5 +4.5
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 25 6.3 +6.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.1 19 31 5.3 +5.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.1 10 40 4.6 +4.6
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 22 3.2 +3.2
EBI Longview Advantage ETF 0.1 35 15 6.3 +6.3
HLAL Wahed FTSE USA Shariah ETF 0.1 50 0 4.1 +4.1
IWD iShares Russell 1000 Value ETF 0.1 19 31 5.8 +5.8
VONV Vanguard Russell 1000 Value ETF 0.1 7 43 5.9 +5.9
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.1 3 47 4.7 +4.8
IYY iShares Dow Jones U.S. ETF 0.1 20 30 4.4 +4.5
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.1 4 46 3.4 +3.4
VOOG Vanguard S&P 500 Growth ETF 0.1 7 43 3.4 +3.4
MCHI iShares MSCI China ETF 0.1 59 -9 19.4 +19.4
VCR Vanguard Consumer Discretionary ETF 0.1 9 41 4.6 +4.6
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.1 45 5 5.9 +5.9
VOTE TCW Transform 500 ETF 0.1 5 45 4.5 +4.5
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.1 40 10 5.8 +5.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.1 75 -25 3.5 +3.5
IVW iShares S&P 500 Growth ETF 0.1 18 32 3.3 +3.3
SUSL iShares ESG MSCI USA Leaders ETF 0.1 10 40 4.6 +4.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.1 45 5 4.0 +4.0
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 20 5.3 +5.3
DSI iShares MSCI KLD 400 Social ETF 0.1 25 25 4.6 +4.6
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 -15 3.9 +3.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 30 4.6 +4.6
SPXN ProShares S&P 500 Ex-Financials ETF 0.1 9 41 4.4 +4.4
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 0.1 44 6 9.6 +9.6
DWM WisdomTree International Equity Fund 0.1 48 2 5.8 +5.8
FAB First Trust Multi Cap Value AlphaDEX Fund 0.1 67 -17 8.9 +8.9
DFSV Dimensional US Small Cap Value ETF 0.1 31 19 9.3 +9.3
AFLG First Trust Active Factor Large Cap ETF 0.1 55 -5 5.4 +5.4
BKLC BNY Mellon US Large Cap Core Equity ETF 0.1 0 50 4.5 +4.5
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 41 4.4 +4.4
SPXV ProShares S&P 500 Ex-Health Care ETF 0.1 9 41 4.3 +4.3
IYC iShares U.S. Consumer Discretionary ETF 0.1 40 10 3.6 +3.6
FDEM Fidelity Emerging Markets Multifactor ETF 0.1 25 25 11.3 +11.3
PRXG Praxis Impact Large Cap Growth ETF 0.0 36 14 3.5 +3.5
IWB iShares Russell 1000 ETF 0.0 15 35 4.5 +4.5
VUG Vanguard Growth ETF 0.0 4 46 3.7 +3.7
VONE Vanguard Russell 1000 ETF 0.0 7 43 4.6 +4.6
BKF iShares MSCI BIC ETF 0.0 69 -19 14.1 +14.1
QVML Invesco S&P 500 QVM Multi-factor ETF 0.0 11 39 4.7 +4.7
VYMI Vanguard International High Dividend Yield ETF 0.0 17 33 8.2 +8.3
DFAT Dimensional U.S. Targeted Value ETF 0.0 28 22 9.1 +9.1
TOPC iShares S&P 500 3% Capped ETF 0.0 15 35 4.7 +4.7
EEMO Invesco S&P Emerging Markets Momentum ETF 0.0 29 21 8.2 +8.2
PRF Invesco FTSE RAFI US 1000 ETF 0.0 34 16 6.1 +6.1
XVV iShares ESG Screened S&P 500 ETF 0.0 8 42 4.5 +4.5
ESGG FlexShares STOXX Global ESG Select Index Fund 0.0 42 8 4.5 +4.5
FENI Fidelity Enhanced International ETF 0.0 28 22 6.0 +6.0
PBUS Invesco MSCI USA ETF 0.0 4 46 4.6 +4.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.0 29 21 6.0 +6.0
MODL VictoryShares WestEnd U.S. Sector ETF 0.0 42 8 4.4 +4.4
CATH Global X S&P 500 Catholic Values Custom ETF 0.0 29 21 4.4 +4.4
CHRI Global X S&P 500 Christian Values ETF 0.0 29 21 4.3 +4.3
TXS Texas Capital Texas Equity Index ETF 0.0 49 1 5.2 +5.2
IUS Invesco RAFI Strategic US ETF 0.0 19 31 6.1 +6.1
DSPY Tema S&P 500 Historical Weight ETF 0.0 18 32 4.8 +4.8
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.0 20 30 4.4 +4.4
APUE ActivePassive U.S. Equity ETF 0.0 45 5 4.3 +4.3
IVV iShares Core S&P 500 ETF 0.0 3 47 4.6 +4.6
SPY SPDR S&P 500 ETF 0.0 9 41 4.5 +4.5
SPYM State Street SPDR Portfolio S&P 500 ETF 0.0 2 48 4.6 +4.6
VOO Vanguard S&P 500 ETF 0.0 3 47 4.6 +4.6
JSTC Adasina Social Justice All Cap Global ETF 0.0 89 -39 4.8 +4.8
APIE ActivePassive International Equity ETF 0.0 45 5 6.7 +6.8
RVRB Reverb ETF 0.0 30 20 4.3 +4.3
DEUS Xtrackers Russell US Multifactor ETF 0.0 17 33 6.7 +6.7
VFMV Vanguard U.S. Minimum Volatility ETF 0.0 13 37 5.8 +5.8
FNDB Schwab Fundamental US Broad Market Index ETF 0.0 25 25 6.6 +6.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.0 20 30 5.1 +5.1
RWL Invesco S&P 500 Revenue ETF 0.0 39 11 6.2 +6.2
MNZL Manzil Russell Halal USA Broad MarketETF 0.0 40 10 4.3 +4.3
USEW Cambria US EW ETF 0.0 30 20 4.4 +4.4
WSGE Warren Street Global Equity ETF 0.0 80 -30 3.1 +3.1
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.0 30 20 6.2 +6.2
IUSV iShares Core S&P US Value ETF 0.0 4 46 6.1 +6.1
FNDX Schwab Fundamental US Large Co. Index ETF 0.0 25 25 6.6 +6.7
VFVA Vanguard U.S. Value Factor ETF 0.0 13 37 9.9 +9.9
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.0 12 38 3.7 +3.7
IWF iShares Russell 1000 Growth ETF 0.0 19 31 3.7 +3.7
VONG Vanguard Russell 1000 Growth ETF 0.0 7 43 3.9 +3.9
VV Vanguard Large-Cap ETF 0.0 4 46 4.5 +4.5
STXV Strive 1000 Value ETF 0.0 18 32 7.1 +7.1
VSLU Applied Finance Valuation Large Cap ETF 0.0 49 1 5.2 +5.2
DEW WisdomTree Global High Dividend Fund 0.0 58 -8 7.4 +7.4
TEXN iShares Texas Equity ETF 0.0 20 30 5.3 +5.3
TRUT VanEck Technology TruSector ETF 0.0 13 37 4.4 +4.4

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

  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:		 Global X CleanTech 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 0.9 %
Divided by: Fwd. P/BV 1.8 x
Less: Expense ratio 50 bp
Equals: ALTAR Score -0.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.66 CATEGORY
AVERAGE		 1.58
 
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.