SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
ALTAR
Score™		 6.1% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 16.9x P/Sales
ratio		 1.8x
P/BV
ratio		 2.0x Div.
yield		 3.0%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The SPDR MSCI EAFE Fossil Fuel Reserves Free ETF tracks a subset of the MSCI EAFE Index that excludes companies that own fossil fuel reserves.

FUND BASICS
Category International Equities
Fund Sponsor SSGA
Website www.spdrs.com
Inception date Oct 24, 2016
Assets (mns) $435
Currency USD
Expense ratio 20 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 652
Wgt avg mkt cap (mns) $99,079
Large cap (>$10bn) 90.2%
Mid cap ($2-10bn) 9.5%
Small cap (<$2bn) 0.1%
Developed mkts 99.6%
Emerging mkts 0.3%

TOP TEN HOLDINGS
ASML HOLDING NV 2.3 %
ASTRAZENECA PLC 1.5 %
ROCHE HOLDING LTD 1.5 %
SAP AG 1.4 %
NOVARTIS AG 1.4 %
NESTLE SA-REG 1.4 %
HSBC HOLDINGS PLC 1.3 %
SIEMENS AG-REG 1.1 %
MITSUBISHI UFJ FINANCIAL GRO 1.0 %
TOYOTA MOTOR CORP 1.0 %
Total 13.8 %

TOP COUNTRY EXPOSURE
JAPAN 22.0 %
BRITAIN 13.4 %
SWITZERLAND 10.1 %
GERMANY 9.9 %
FRANCE 9.5 %
NETHERLANDS 6.1 %
AUSTRALIA 5.5 %
SPAIN 3.8 %
SWEDEN 3.4 %
ITALY 3.0 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru November 30)
Year-to-date 1 year 5 years 10 years Since Incep.
27.6% 23.9% 8.8% -- 8.4%

Market Correlations
versus... Beta R-squared
S&P500 0.68 62%
MSCI EAFE 1.00 98%
MSCI Emg. Mkts. 0.76 64%

Technical Indicators
Recent close $49.43
30d moving avg. $48.81
Annualized volatility 30.8%
Short interest (ETF) 0.1%
Relative strength (RSI) 56

Liquidity measures
Avg. volume (thou.) 21
Turnover 0.2%
Bid/Ask (% of price) 0.06%
ADV underlying (mns) $35,711

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 706 potential alternatives to the SPDR MSCI EAFE Fossil Fuel Reserves Free ETF ETF based on the alternatives' overlap in portfolio holdings with EFAX. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: EFAX Expense: 20 bp ALTAR Score™: 6.1%


ALTERNATIVE ETFs BASED ON OVERLAP WITH EFAX
Ticker Fund
Name		 Overlap1
vs EFAX
(%)		 Expense
ratio
(bp)		 Savings
vs EFAX
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs EFAX
(%)
EFA iShares MSCI EAFE ETF 91.3 35 -15 6.4 +0.3
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 86.0 36 -16 6.3 +0.2
GSID Goldman Sachs MarketBeta International Equity ETF 81.9 20 0 6.5 +0.4
HFXI IQ FTSE International Equity Currency Neutral ETF 81.8 20 0 6.6 +0.5
IEFA iShares Core MSCI EAFE ETF 78.1 7 13 6.7 +0.6
BKIE BNY Mellon International Equity ETF 76.2 4 16 6.6 +0.5
STXI Strive International Developed Markets ETF 71.5 29 -9 6.3 +0.2
IDEV iShares Core MSCI International Developed Markets ETF 69.0 4 16 6.7 +0.6
ESGD iShares ESG Aware MSCI EAFE ETF 68.3 20 0 6.3 +0.2
QEFA SPDR MSCI EAFE StrategicFactors ETF 67.3 30 -10 6.7 +0.6
SPDW SPDR Portfolio Developed World ex-US ETF 65.6 3 17 6.6 +0.5
SCHF Schwab International Equity ETF 65.6 6 14 6.8 +0.7
CEFA Global X S&P Catholic Values Developed ex-US ETF 65.0 35 -15 6.2 +0.1
IEUR iShares Core MSCI Europe ETF 65.0 11 9 7.1 +1.0
SPEU SPDR Portfolio Europe ETF 64.5 7 13 7.1 +1.0
VGK Vanguard FTSE Europe ETF 63.9 6 14 7.2 +1.1
VEA Vanguard FTSE Developed Markets ETF 63.9 3 17 6.8 +0.7
IEV iShares Europe ETF 62.8 67 -47 6.6 +0.5
JHMD John Hancock Multifactor Developed International ETF 61.7 39 -19 7.1 +1.0
DFAI Dimensional International Core Equity Market ETF 61.3 18 2 6.7 +0.6
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 59.8 12 8 5.7 -0.4
DBEU Xtrackers MSCI Europe Hedged Equity ETF 59.7 46 -26 6.5 +0.4
IQSI IQ Candriam International Equity ETF 58.9 15 5 6.2 +0.1
GSIE Goldman Sachs ActiveBeta International Equity ETF 57.6 25 -5 6.9 +0.8
FLEE Franklin FTSE Europe ETF 57.1 9 11 7.0 +0.9
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 57.0 41 -21 7.1 +1.0
BBEU JPMorgan BetaBuilders Europe ETF 56.9 9 11 7.0 +0.9
DIVI Franklin International Core Dividend Tilt Index ETF 56.2 9 11 7.5 +1.4
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 56.2 45 -25 8.3 +2.2
ACWX iShares MSCI ACWI ex U.S. ETF 55.7 34 -14 7.3 +1.2
CWI SPDR MSCI ACWI ex-US ETF 55.6 30 -10 7.3 +1.2
EFG iShares MSCI EAFE Growth ETF 54.8 36 -16 4.1 -2.0
GXUS Goldman Sachs MarketBeta Total International Equity ETF 54.7 18 2 7.3 +1.2
DWM WisdomTree International Equity Fund 54.2 48 -28 6.9 +0.8
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 53.9 40 -20 7.0 +0.9
DOL WisdomTree International LargeCap Dividend Fund 53.8 48 -28 6.8 +0.7
JIRE JPMorgan International Research Enhanced Equity ETF 52.5 24 -4 6.8 +0.7
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 51.5 25 -5 7.1 +1.0
EFV iShares MSCI EAFE Value ETF 51.3 34 -14 8.5 +2.4
VEU Vanguard FTSE All-World ex-US Index Fund 50.7 4 16 7.6 +1.5
CIL VictoryShares International Volatility Wtd ETF 49.3 45 -25 6.4 +0.3
DMXF iShares ESG Advanced MSCI EAFE ETF 49.1 12 8 5.4 -0.7
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 48.9 39 -19 7.5 +1.4
VSGX Vanguard ESG International Stock ETF 48.8 10 10 7.5 +1.4
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 48.2 39 -19 6.4 +0.3
DFSI Dimensional International Sustainability Core 1 ETF 48.2 24 -4 6.1 +0.0
INTF iShares International Equity Factor ETF 47.9 15 5 7.3 +1.2
IXUS iShares Core MSCI Total International Stock ETF 47.8 7 13 7.5 +1.4
FNDF Schwab Fundamental International Large Co. Index ETF 47.7 25 -5 8.9 +2.8
FENI Fidelity Enhanced International ETF 47.5 28 -8 6.2 +0.1
VYMI Vanguard International High Dividend Yield ETF 47.2 17 3 9.0 +2.9
VXUS Vanguard Total International Stock ETF 46.9 5 15 7.6 +1.5
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 45.9 14 6 5.9 -0.2
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 45.3 20 0 6.1 -0.0
IQLT iShares MSCI Intl Quality Factor ETF 43.3 30 -10 6.1 -0.0
IMTM iShares MSCI Intl Momentum Factor ETF 43.2 30 -10 5.2 -0.9
AVSD Avantis Responsible International Equity ETF 42.7 23 -3 5.1 -1.0
AVDE Avantis International Equity ETF 42.2 23 -3 7.0 +0.9
DFIC Dimensional International Core Equity 2 ETF 42.0 23 -3 7.1 +1.0
IVLU iShares MSCI Intl Value Factor ETF 40.9 30 -10 9.6 +3.5
IMFL Invesco International Developed Dynamic Multifactor ETF 38.1 34 -14 5.8 -0.3
EZU iShares MSCI Eurozone ETF 35.6 52 -32 6.4 +0.3
TPIF Timothy Plan International ETF 35.5 62 -42 6.0 -0.1
DIHP Dimensional International High Profitability ETF 34.9 29 -9 6.6 +0.5
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 34.4 45 -25 6.8 +0.7
ESGG FlexShares STOXX Global ESG Select Index Fund 31.8 42 -22 5.2 -0.9
DXIV Dimensional International Vector Equity ETF 31.7 34 -14 7.4 +1.3
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 31.6 24 -4 7.1 +1.0
IPAC iShares Core MSCI Pacific ETF 31.4 9 11 6.0 -0.1
EFAV iShares MSCI EAFE Min Vol Factor ETF 31.3 22 -2 5.9 -0.3
NUDM Nuveen ESG International Developed Markets Equity ETF 31.1 31 -11 5.9 -0.2
VPL Vanguard FTSE Pacific ETF 31.0 7 13 6.3 +0.2
OEFA ALPS O’Shares International Developed Quality Dividend ETF 30.5 48 -28 5.3 -0.8
DFAX Dimensional World ex U.S. Core Equity 2 ETF 29.6 30 -10 7.4 +1.3
UMMA Wahed Dow Jones Islamic World ETF 29.4 65 -45 4.7 -1.4
DFIV Dimensional International Value ETF 29.4 27 -7 8.9 +2.8
IDHQ Invesco S&P International Developed High Quality ETF 29.1 29 -9 6.3 +0.2
QINT American Century Quality Diversified International ETF 28.3 39 -19 6.8 +0.7
FIVA Fidelity International Value Factor ETF 27.6 18 2 9.1 +3.0
JPIN J.P. Morgan Diversified Return International Equity ETF 26.9 37 -17 7.8 +1.7
PATN Pacer Nasdaq International Patent Leaders ETF 26.9 65 -45 5.3 -0.8
QWLD SPDR MSCI World StrategicFactors ETF 25.9 30 -10 5.7 -0.4
RFDI First Trust Riverfront Dynamic Developed International ETF 24.8 83 -63 8.9 +2.8
IXG iShares Global Financials ETF 24.5 42 -22 6.5 +0.4
FEZ SPDR EURO STOXX 50 ETF 24.0 29 -9 6.4 +0.3
DWMF WisdomTree International Multifactor Fund 23.8 38 -18 7.1 +1.0
CGIE Capital Group International Equity ETF 23.7 54 -34 4.9 -1.2
AVIV Avantis International Large Cap Value ETF 23.5 25 -5 8.3 +2.2
IDMO Invesco S&P International Developed Momentum ETF 23.5 25 -5 5.8 -0.4
EUDG WisdomTree Europe Quality Dividend Growth Fund 23.3 58 -38 6.6 +0.5
JIVE JPMorgan International Value ETF 22.5 55 -35 10.7 +4.6
RODM Hartford Multifactor Developed Markets (ex-US) ETF 22.3 29 -9 7.4 +1.3
URTH iShares MSCI World ETF 22.2 24 -4 4.9 -1.2
IGRO iShares International Dividend Growth ETF 22.1 15 5 6.9 +0.8
EWJ iShares MSCI Japan ETF 22.0 50 -30 5.5 -0.6
FLJH Franklin FTSE Japan Hedged ETF 21.9 9 11 5.7 -0.4
FLJP Franklin FTSE Japan ETF 21.9 9 11 5.7 -0.4
FDEV Fidelity International Multifactor ETF 21.9 18 2 7.4 +1.3
GEW Cambria Global EW ETF 21.7 29 -9 5.9 -0.2
BBJP JPMorgan BetaBuilders Japan ETF 21.6 19 1 6.0 -0.1
DBJP Xtrackers MSCI Japan Hedged Equity ETF 21.6 47 -27 5.6 -0.5
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 21.3 25 -5 6.1 -0.0
DTH WisdomTree International High Dividend Fund 21.2 58 -38 8.0 +1.9
KLMT Invesco MSCI Global Climate 500 ETF 20.9 10 10 5.6 -0.6
JPXN iShares JPX-Nikkei 400 ETF 20.7 48 -28 6.1 -0.0
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 20.6 32 -12 5.9 -0.2
VWID Virtus WMC International Dividend ETF 20.2 49 -29 8.0 +1.9
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 20.0 65 -45 4.6 -1.6
IQDF FlexShares International Quality Dividend Index Fund 20.0 47 -27 8.4 +2.3
DGT State Street SPDR Global Dow ETF 19.9 50 -30 6.6 +0.5
FIDI Fidelity International High Dividend ETF 19.9 18 2 8.0 +1.9
ACWI iShares MSCI ACWI ETF 19.7 32 -12 5.3 -0.8
UIVM VictoryShares International Value Momentum ETF 19.4 35 -15 8.4 +2.3
RFEU First Trust Riverfront Dynamic Europe ETF 19.3 83 -63 10.0 +3.9
VIGI Vanguard International Dividend Appreciation ETF 19.3 10 10 6.3 +0.2
KOKU Xtrackers MSCI Kokusai Equity ETF 19.2 9 11 5.1 -1.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 19.1 20 0 5.3 -0.8
RODE Hartford Multifactor Diversified International ETF 18.8 29 -9 10.3 +4.2
JIG JPMorgan International Growth ETF 18.8 55 -35 4.7 -1.4
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 18.6 58 -38 6.8 +0.7
IQDG WisdomTree International Quality Dividend Growth Fund 18.6 42 -22 6.9 +0.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 18.4 9 11 5.5 -0.6
TOK iShares MSCI Kokusai ETF 18.2 26 -6 4.9 -1.2
DTAN Sparkline International Intangible Value ETF 18.1 55 -35 8.1 +2.0
IQDY FlexShares International Quality Dividend Dynamic Index Fund 18.0 47 -27 7.7 +1.6
HEDJ WisdomTree Europe Hedged Equity Fund 18.0 58 -38 6.4 +0.3
JHID John Hancock International High Dividend ETF 17.8 46 -26 9.2 +3.1
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 17.4 80 -60 5.9 -0.2
VT Vanguard Total World Stock ETF 17.3 6 14 5.7 -0.4
RCGE RockCreek Global Equality ETF 17.0 95 -75 6.6 +0.5
DEW WisdomTree Global High Dividend Fund 16.7 58 -38 8.2 +2.1
EXI iShares Global Industrials ETF 16.6 42 -22 4.4 -1.7
WRND IQ Global Equity R&D Leaders ETF 16.4 18 2 7.5 +1.4
EUFN iShares MSCI Europe Financials ETF 16.3 51 -31 7.8 +1.7
EFAD ProShares MSCI EAFE Dividend Growers ETF 16.2 50 -30 5.8 -0.3
IDLV Invesco S&P International Developed Low Volatility ETF 16.2 25 -5 6.5 +0.4
LVHI Franklin International Low Volatility High Dividend Index ET 16.1 40 -20 10.1 +4.0
WWJD Inspire International ETF 16.0 80 -60 7.1 +1.0
CGXU Capital Group International Focus Equity ETF 16.0 54 -34 5.3 -0.8
DXJ WisdomTree Japan Hedged Equity Fund 15.5 48 -28 6.6 +0.5
OSEA Harbor International Compounders ETF 15.3 55 -35 4.8 -1.3
FEP First Trust Europe AlphaDEX Fund 15.1 80 -60 7.9 +1.8
PPIE Putnam PanAgora ESG International Equity ETF 15.0 49 -29 7.2 +1.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 14.9 25 -5 6.0 -0.1
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 14.8 9 11 8.9 +2.8
IOO iShares Global 100 ETF 14.8 41 -21 4.6 -1.6
FICS First Trust International Developed Capital Strength ETF 14.5 70 -50 7.3 +1.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 14.3 12 8 4.9 -1.2
FEUZ First Trust Eurozone AlphaDEX ETF 14.1 80 -60 7.5 +1.4
GLOF iShares Global Equity Factor ETF 14.0 20 0 6.6 +0.5
TTAI FCF International Quality ETF 13.7 59 -39 7.4 +1.3
EUDV ProShares MSCI Europe Dividend Growers ETF 13.6 55 -35 6.1 +0.0
BLES Inspire Global Hope ETF 13.4 61 -41 6.8 +0.7
LEGR First Trust Indxx Innovative Transaction & Process ETF 13.3 65 -45 7.9 +1.8
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 13.3 80 -60 4.2 -2.0
CGGO Capital Group Global Growth Equity ETF 13.3 47 -27 4.4 -1.7
EWU iShares MSCI United Kingdom ETF 13.3 50 -30 7.8 +1.7
EWJV iShares MSCI Japan Value ETF 12.7 15 5 7.8 +1.7
ITOL Tema International Durable Quality ETF 12.7 60 -40 5.7 -0.4
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 12.6 42 -22 6.5 +0.4
INEQ Columbia International Equity Income ETF 12.6 45 -25 7.6 +1.5
FLGB Franklin FTSE United Kingdom ETF 11.9 9 11 7.3 +1.2
XT iShares Exponential Technologies ETF 11.8 46 -26 4.5 -1.6
GCOW Pacer Global Cash Cows Dividend ETF 11.6 60 -40 10.4 +4.3
IXJ iShares Global Healthcare ETF 11.5 42 -22 6.7 +0.6
CGDG Capital Group Dividend Growers ETF 11.2 47 -27 6.0 -0.1
AIVI WisdomTree International AI Enhanced Value Fund 11.1 58 -38 6.7 +0.6
DIM WisdomTree International MidCap Dividend Fund 11.1 58 -38 7.2 +1.1
FDT First Trust Developed Markets ex-US AlphaDEX Fund 10.8 80 -60 8.4 +2.3
JGLO JPMorgan Global Select Equity ETF 10.6 33 -13 5.0 -1.1
EWQ iShares MSCI France ETF 10.6 53 -33 6.8 +0.7
BKCI BNY Mellon Concentrated International ETF 10.1 80 -60 5.1 -1.0
RXI iShares Global Consumer Discretionary ETF 10.0 41 -21 8.3 +2.2
JSTC Adasina Social Justice All Cap Global ETF 10.0 89 -69 4.8 -1.3
EWG iShares MSCI Germany ETF 9.9 50 -30 6.6 +0.5
EWL iShares MSCI Switzerland ETF 9.9 50 -30 6.0 -0.1
RGEF Rockefeller Global Equity ETF 9.7 55 -35 4.6 -1.5
FEOE First Eagle Overseas Equity ETF 9.5 79 -59 6.8 +0.7
EPP iShares MSCI Pacific ex-Japan ETF 9.4 47 -27 5.2 -0.9
DAX Global X DAX Germany ETF 9.4 21 -1 7.0 +0.9
CZAR Themes Natural Monopoly ETF 9.2 35 -15 5.5 -0.6
IDOG ALPS International Sector Dividend Dogs ETF 9.1 50 -30 11.4 +5.3
MOTG VanEck Morningstar Global Wide Moat ETF 9.0 52 -32 8.8 +2.7
SCHY Schwab International Dividend Equity ETF 9.0 14 6 9.6 +3.5
GINN Goldman Sachs Innovate Equity ETF 8.8 52 -32 3.6 -2.5
FLGR Franklin FTSE Germany ETF 8.7 9 11 7.2 +1.1
GLBL Pacer MSCI World Industry Advantage ETF 8.5 65 -45 4.1 -2.1
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 8.4 19 1 5.5 -0.6
WLDR Affinity World Leaders Equity ETF 8.4 67 -47 7.1 +1.0
ACWV iShares MSCI Global Min Vol Factor ETF 8.2 20 0 5.7 -0.4
DSTX Distillate International Fundamental Stability & Value ETF 8.2 55 -35 7.6 +1.5
IXN iShares Global Tech ETF 8.1 41 -21 3.5 -2.6
FEGE First Eagle Global Equity ETF 8.0 79 -59 6.5 +0.4
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 8.0 58 -38 4.4 -1.7
KOCG FIS Knights of Columbus Global Belief ETF 7.8 75 -55 4.9 -1.2
VIDI Vident International Equity Strategy ETF 7.8 61 -41 10.3 +4.2
KXI iShares Global Consumer Staples ETF 7.6 41 -21 5.7 -0.4
DWX SPDR S&P International Dividend ETF 7.6 45 -25 7.2 +1.1
AGQI First Trust Active Global Quality Income ETF 7.6 85 -65 5.2 -1.0
FLSW Franklin FTSE Switzerland ETF 7.5 9 11 6.1 +0.0
CLNR IQ Cleaner Transport ETF 7.4 45 -25 5.2 -0.9
MOTI VanEck Morningstar International Moat ETF 7.4 58 -38 10.5 +4.4
KNO AXS Knowledge Leaders ETF 7.4 78 -58 5.6 -0.5
RAYD Rayliant Quantitative Developed Market Equity ETF 7.4 80 -60 4.5 -1.6
ICOW Pacer Developed Markets International Cash Cows 100 ETF 7.3 65 -45 10.6 +4.5
IDV iShares International Select Dividend ETF 7.1 51 -31 10.3 +4.2
FNDC Schwab Fundamental International Small Co. Index ETF 6.5 39 -19 5.7 -0.4
IPKW Invesco International BuyBack Achievers ETF 6.4 55 -35 8.8 +2.7
FKU First Trust United Kingdom AlphaDEX Fund 6.3 80 -60 7.6 +1.5
FJP First Trust Japan AlphaDEX Fund 6.1 80 -60 7.9 +1.8
FDD First Trust Stoxx European Select Dividend Index Fund 6.0 58 -38 11.0 +4.9
JDOC JPMorgan Healthcare Leaders ETF 6.0 65 -45 3.8 -2.3
TEMP JPMorgan Climate Change Solutions ETF 6.0 49 -29 5.8 -0.3
FDTX Fidelity Disruptive Technology ETF 5.9 50 -30 2.6 -3.5
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 5.8 60 -40 4.0 -2.1
IMOM Alpha Architect International Quantitative Momentum ETF 5.8 49 -29 4.7 -1.4
CRTC Xtrackers US National Critical Technologies ETF 5.7 35 -15 4.7 -1.4
DIVS SmartETFs Dividend Builder ETF 5.6 65 -45 5.0 -1.1
FGM First Trust Germany AlphaDEX Fund 5.6 80 -60 6.8 +0.7
EWA iShares MSCI Australia ETF 5.5 50 -30 5.8 -0.3
BINV Brandes International ETF 5.5 70 -50 9.3 +3.2
RAYJ Rayliant SMDAM Japan Equity ETF 5.5 72 -52 3.5 -2.6
FLAU Franklin FTSE Australia ETF 5.4 9 11 6.3 +0.2
FSZ First Trust Switzerland AlphaDEX Fund 5.2 80 -60 6.4 +0.3
OCEN IQ Clean Oceans ETF 5.2 45 -25 5.3 -0.8
OAIM OneAscent International Equity ETF 5.2 95 -75 5.4 -0.8
EWN iShares MSCI Netherlands ETF 5.1 50 -30 5.3 -0.8
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 5.0 47 -27 5.8 -0.3
HART IQ Healthy Hearts ETF 5.0 45 -25 6.1 -0.1
NXTG First Trust Indxx NextG ETF 4.8 70 -50 4.8 -1.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 4.8 65 -45 1.9 -4.2
EFAS Global X MSCI SuperDividend EAFE ETF 4.8 57 -37 8.4 +2.3
COPY Tweedy, Browne Insider + Value ETF 4.6 80 -60 11.6 +5.5
ICPY Tweedy, Browne International Insider Value ETF 4.6 80 -60 11.4 +5.3
SDG iShares MSCI Global Sustainable Development Goals ETF 4.6 49 -29 5.1 -1.0
WBAT WisdomTree Battery Value Chain and Innovation Fund 4.6 45 -25 1.7 -4.4
FGD First Trust Dow Jones Global Select Dividend Index Fund 4.4 56 -36 10.6 +4.5
IDNA iShares Genomics Immunology and Healthcare ETF 4.4 47 -27 -2.6 -8.7
QTUM Defiance Quantum ETF 4.3 40 -20 5.0 -1.1
MXI iShares Global Materials ETF 4.2 41 -21 7.2 +1.1
IXP iShares Global Comm Services ETF 4.2 42 -22 5.6 -0.5
KNCT Invesco Next Gen Connectivity ETF 4.1 40 -20 4.6 -1.5
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 4.0 49 -29 6.8 +0.7
HRTS Tema Heart & Health ETF 3.9 75 -55 2.2 -3.9
FYLD Cambria Foreign Shareholder Yield ETF 3.9 59 -39 11.1 +5.0
EWD iShares MSCI Sweden ETF 3.9 54 -34 5.2 -0.9
EWP iShares MSCI Spain ETF 3.8 50 -30 6.7 +0.6
AAXJ iShares MSCI All Country Asia ex Japan ETF 3.7 70 -50 8.4 +2.3
CARZ First Trust NASDAQ Global Auto Index Fund 3.6 70 -50 4.0 -2.1
GDFN Tema International Defense Innov ETF 3.4 75 -55 3.3 -2.8
NATO Themes Transatlantic Defense ETF 3.4 35 -15 2.3 -3.8
GSFP Goldman Sachs Future Planet Equity ETF 3.3 75 -55 4.4 -1.7
FLAX Franklin FTSE Asia Ex Japan ETF 3.3 19 1 8.4 +2.3
CANC Tema Oncology ETF 3.3 75 -55 -2.4 -8.5
WDIV SPDR S&P Global Dividend ETF 3.2 40 -20 8.9 +2.8
GDOC Goldman Sachs Future Health Care Equity ETF 3.2 75 -55 2.6 -3.5
FID First Trust S&P International Dividend Aristocrats ETF 3.2 60 -40 7.7 +1.6
ROBO ROBO Global Robotics & Automation Index ETF 3.2 95 -75 3.0 -3.1
POW VistaShares Electrification Supercycle ETF 3.2 75 -55 3.4 -2.7
IBAT iShares Energy Storage & Materials ETF 3.2 47 -27 2.6 -3.5
EWI iShares MSCI Italy ETF 3.1 50 -30 10.8 +4.7
IQRA IQ CBRE Real Assets ETF 3.1 65 -45 5.7 -0.4
LOUP Innovator Deepwater Frontier Tech ETF 3.1 70 -50 1.0 -5.1
BLLD JPMorgan Sustainable Infrastructure ETF 3.0 49 -29 5.9 -0.2
IBOT Vaneck Robotics ETF 3.0 47 -27 3.9 -2.2
FAN First Trust Global Wind Energy ETF 3.0 60 -40 4.3 -1.9
SAGP Strategas Global Policy Opportunities ETF 3.0 65 -45 5.5 -0.6
AIVC Amplify Bloomberg AI Value Chain ETF 2.9 59 -39 5.7 -0.5
PCGG Polen Capital Global Growth ETF 2.9 85 -65 4.2 -1.9
SHPP Pacer Industrials and Logistics ETF 2.8 60 -40 8.3 +2.2
GVAL Cambria Global Value ETF 2.8 68 -48 10.5 +4.4
IVES Wedbush ETFMG Global Cloud Technology ETF 2.8 68 -48 5.9 -0.2
DFIS Dimensional International Small Cap ETF 2.8 39 -19 7.0 +0.9
AIQ Global X Artificial Intelligence & Technology ETF 2.8 68 -48 3.5 -2.6
JXI iShares Global Utilities ETF 2.8 43 -23 5.7 -0.4
FBOT Fidelity Disruptive Automation ETF 2.8 50 -30 3.3 -2.8
FPAG FPA Global Equity ETF 2.8 49 -29 5.6 -0.5
DINT Davis Select International ETF 2.7 55 -35 7.7 +1.6
DVYA iShares Asia/Pacific Dividend ETF 2.6 49 -29 7.3 +1.2
FPXE First Trust IPOX Europe Equity Opportunities ETF 2.6 70 -50 3.9 -2.2
DRIV Global X Autonomous & Electric Vehicles ETF 2.6 68 -48 4.7 -1.4
FINE Themes European Luxury ETF 2.6 35 -15 6.6 +0.5
CCNR ALPS CoreCommodity Natural Resources ETF 2.5 39 -19 8.3 +2.2
DTEC ALPS Disruptive Technologies ETF 2.5 50 -30 3.6 -2.5
HAP VanEck Natural Resources ETF 2.4 50 -30 8.8 +2.7
BULD Pacer BlueStar Engineering the Future ETF 2.4 60 -40 0.4 -5.7
MOTO SmartETFs Smart Transportation & Technology ETF 2.4 68 -48 6.4 +0.3
IVAL Alpha Architect International Quantitative Value ETF 2.4 49 -29 10.0 +3.9
CLOD Themes Cloud Computing ETF 2.3 35 -15 3.4 -2.7
AGNG Global X Aging Population ETF 2.3 50 -30 4.5 -1.6
TINY ProShares Nanotechnology ETF 2.3 58 -38 3.5 -2.6
FPXI First Trust International Equity Opportunities ETF 2.3 70 -50 4.4 -1.8
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 2.3 79 -59 5.0 -1.1
BNGE First Trust S-Network Streaming and Gaming ETF 2.2 70 -50 2.6 -3.5
NETZ TCW Transform Systems ETF 2.2 75 -55 2.5 -3.6
AIA iShares Asia 50 ETF 2.1 50 -30 12.6 +6.5
VOLT Tema Electrification ETF 2.1 75 -55 3.6 -2.6
IPAV Global X Infrastructure Development ex-U.S. ETF 2.1 55 -35 6.5 +0.4
NBCC Neuberger Berman Next Generation Connected Consumer ETF 2.1 56 -36 2.9 -3.3
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.1 61 -41 2.0 -4.1
JADE JPMorgan Active Developing Markets Equity ETF 2.0 65 -45 7.7 +1.6
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 2.0 75 -55 3.5 -2.7
GII SPDR S&P Global Infrastructure ETF 2.0 40 -20 4.6 -1.5
IGF iShares Global Infrastructure ETF 2.0 41 -21 4.6 -1.5
FDNI First Trust Dow Jones International Internet ETF 2.0 65 -45 23.0 +16.9
ANEW ProShares MSCI Transformational Changes ETF 2.0 45 -25 5.3 -0.9
NUKZ Range Nuclear Renaissance Index ETF 2.0 85 -65 1.2 -4.9
EDEN iShares MSCI Denmark ETF 2.0 53 -33 6.2 +0.1
WDNA WisdomTree BioRevolution Fund 2.0 45 -25 -1.9 -8.0
VNQI Vanguard Global ex-U.S. Real Estate ETF 1.9 12 8 8.2 +2.1
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.9 75 -55 2.9 -3.2
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 1.9 33 -13 9.4 +3.3
OGIG ALPS O'Shares Global Internet Giants ETF 1.9 48 -28 2.2 -3.9
EWH iShares MSCI Hong Kong ETF 1.9 50 -30 5.1 -1.0
SNSR Global X Internet of Things ETF 1.8 68 -48 4.6 -1.5
EWS iShares MSCI Singapore ETF 1.8 50 -30 4.5 -1.6
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 1.8 10 10 6.7 +0.6
FLHK Franklin FTSE Hong Kong ETF 1.8 9 11 4.3 -1.9
PRNT 3D Printing ETF 1.8 66 -46 1.8 -4.3
IFGL iShares International Developed Real Estate ETF 1.8 48 -28 7.0 +0.9
ERET iShares Environmentally Aware Real Estate ETF 1.8 30 -10 7.3 +1.2
ISCF iShares International SmallCap Equity Factor ETF 1.7 23 -3 8.1 +2.0
VCLN Virtus Duff & Phelps Clean Energy ETF 1.7 59 -39 3.9 -2.2
OZEM Roundhill GLP-1 & Weight Loss ETF 1.7 59 -39 5.4 -0.7
THNR Amplify Weight Loss Drug & Treatment ETF 1.7 59 -39 7.1 +1.0
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 1.7 46 -26 5.7 -0.4
METV Roundhill Ball Metaverse ETF 1.7 59 -39 9.0 +2.9
GGME Invesco Next Gen Media and Gaming ETF 1.6 60 -40 4.9 -1.2
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 1.6 75 -55 7.2 +1.1
SMOG VanEck Low Carbon Energy ETF 1.6 61 -41 1.5 -4.6
IBUY Amplify Online Retail ETF 1.6 65 -45 1.7 -4.4
ARVR First Trust Indxx Metaverse ETF 1.6 70 -50 3.9 -2.2
DWLD Davis Select Worldwide ETF 1.6 63 -43 7.1 +1.0
BWEB Bitwise Web3 ETF 1.5 85 -65 -0.0 -6.1
GNOM Global X Genomics & Biotechnology ETF 1.5 50 -30 -3.2 -9.3
DISV Dimensional International Small Cap Value ETF 1.4 42 -22 8.9 +2.8
GSIB Themes Global Systemically Important Banks ETF 1.4 35 -15 8.9 +2.8
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 1.4 68 -48 6.4 +0.3
MDEV First Trust Indxx Medical Devices ETF 1.4 70 -50 4.7 -1.4
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 1.4 65 -45 -1.3 -7.4
TCAI Tortoise AI Infrastructure ETF 1.4 65 -45 2.4 -3.8
PAWZ ProShares Pet Care ETF 1.4 50 -30 3.8 -2.3
BOTZ Global X Robotics & Artificial Intelligence ETF 1.3 69 -49 2.0 -4.1
ASEA Global X FTSE Southeast Asia ETF 1.3 65 -45 6.1 0.0
PICK iShares MSCI Global Metals & Mining Producers ETF 1.3 39 -19 10.6 +4.5
TMFG Motley Fool Global Opportunities ETF 1.3 85 -65 4.0 -2.1
TOLL Tema Durable Quality ETF 1.3 75 -55 5.1 -1.0
DFNL Davis Select Financial ETF 1.3 63 -43 7.4 +1.3
SHLD Global X Defense Tech ETF 1.3 50 -30 3.3 -2.8
BUYZ Franklin Disruptive Commerce ETF 1.2 50 -30 2.5 -3.6
IVRS iShares Future Metaverse Tech and Communications ETF 1.2 47 -27 3.1 -3.0
FDFF Fidelity Disruptive Finance ETF 1.2 50 -30 4.7 -1.4
ARKX ARK Space Exploration & Innovation ETF 1.2 75 -55 0.2 -5.9
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.2 46 -26 9.5 +3.4
AADR AdvisorShares Dorsey Wright ADR ETF 1.2 110 -90 4.9 -1.2
EWK iShares MSCI Belgium ETF 1.2 50 -30 4.3 -1.8
BMED Future Health ETF 1.2 85 -65 0.2 -5.9
IQM Franklin Intelligent Machines ETF 1.2 50 -30 2.0 -4.1
ICLN iShares Global Clean Energy ETF 1.1 41 -21 3.1 -3.0
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 1.1 58 -38 8.4 +2.3
EIS iShares MSCI Israel ETF 1.1 58 -38 7.6 +1.5
CGDV Capital Group Dividend Value ETF 1.1 33 -13 4.6 -1.5
JETS U.S. Global Jets ETF 1.1 60 -40 2.7 -3.4
ISHP First Trust Nasdaq Retail ETF 1.1 60 -40 5.6 -0.5
ARKF ARK Fintech Innovation ETF 1.0 75 -55 0.2 -5.9
GINX SGI Enhanced Global Income ETF 1.0 98 -78 7.9 +1.8
GNR SPDR S&P Global Natural Resources ETF 1.0 40 -20 10.3 +4.2
UFO Procure Space ETF 1.0 75 -55 0.2 -5.9
HYDR Global X Hydrogen ETF 1.0 50 -30 -6.1 -12.2
AKRE Akre Focus ETF 1.0 106 -86 4.0 -2.2
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 1.0 80 -60 9.3 +3.2
FRNW Fidelity Clean Energy ETF 1.0 39 -19 2.3 -3.8
APIE ActivePassive International Equity ETF 1.0 45 -25 7.1 +1.0
FDCF Fidelity Disruptive Communications ETF 1.0 50 -30 3.9 -2.2
RWO SPDR Dow Jones Global Real Estate ETF 1.0 50 -30 7.0 +0.9
RWX SPDR Dow Jones International Real Estate ETF 1.0 59 -39 6.9 +0.8
EFNL iShares MSCI Finland ETF 0.9 56 -36 6.3 +0.2
ODDS Pacer BlueStar Digital Entertainment ETF 0.9 60 -40 3.0 -3.1
PBD Invesco Global Clean Energy ETF 0.9 75 -55 0.8 -5.3
ISRA VanEck Israel ETF 0.9 59 -39 7.0 +0.9
IDRV iShares Self-driving EV & Tech ETF 0.9 47 -27 3.2 -2.9
RSHO Tema American Reshoring ETF 0.9 75 -55 4.6 -1.5
IGPT Invesco AI and Next Gen Software ETF 0.9 60 -40 4.3 -1.8
TOKE Cambria Cannabis ETF 0.8 42 -22 2.2 -3.9
PNQI Invesco NASDAQ Internet ETF 0.8 60 -40 3.6 -2.5
ESPO VanEck Video Gaming and eSports ETF 0.8 56 -36 5.3 -0.8
REET iShares Global REIT ETF 0.8 14 6 7.7 +1.6
DFGR Dimensional Global Real Estate ETF 0.8 22 -2 7.8 +1.7
HUMN Roundhill Humanoid Robotics ETF 0.8 75 -55 1.1 -5.0
GQRE FlexShares Global Quality Real Estate Index Fund 0.8 45 -25 8.0 +1.9
ADIV SmartETFs Asia Pacific Dividend Builder ETF 0.8 78 -58 9.0 +2.9
CGGR Capital Group Growth ETF 0.8 39 -19 3.4 -2.7
VGSR Vert Global Sustainable Real Estate ETF 0.8 47 -27 7.7 +1.6
CGUS Capital Group Core Equity ETF 0.8 33 -13 4.4 -1.7
BCDF Horizon Kinetics Blockchain Development ETF 0.8 85 -65 4.3 -1.8
HTEC ROBO Global Healthcare Technology and Innovation ETF 0.8 68 -48 1.9 -4.2
MILN Global X Millennial Consumer ETF 0.7 50 -30 4.1 -2.0
YNOT Horizon Digital Frontier ETF 0.7 75 -55 3.1 -3.0
TOGA Tremblant Global ETF 0.7 69 -49 1.7 -4.5
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.7 85 -65 3.4 -2.7
NERD Roundhill Video Games ETF 0.7 50 -30 6.6 +0.5
AVRE Avantis Real Estate ETF 0.7 17 3 7.4 +1.3
XITK State Street SPDR FactSet Innovative Technology ETF 0.7 45 -25 0.9 -5.2
ETEC iShares Breakthrough Environmental Solutions ETF 0.7 47 -27 3.4 -2.7
EIRL iShares MSCI Ireland ETF 0.7 50 -30 7.9 +1.8
FFND Future Fund Active ETF 0.7 100 -80 3.8 -2.3
DMAT Global X Disruptive Materials ETF 0.7 59 -39 6.6 +0.5
ARTY iShares Future AI & Tech ETF 0.7 47 -27 3.5 -2.6
OND ProShares On-Demand ETF 0.7 58 -38 -0.6 -6.7
FDRR Fidelity Dividend ETF for Rising Rates 0.6 15 5 6.8 +0.7
TRFK Pacer Data and Digital Revolution ETF 0.6 60 -40 3.0 -3.1
HERO Global X Video Games & Esports ETF 0.6 50 -30 4.5 -1.6
CHAT Roundhill Generative AI & Technology ETF 0.6 75 -55 7.7 +1.6
GVIP Goldman Sachs Hedge Industry VIP ETF 0.6 45 -25 3.2 -2.9
SAMM Strategas Macro Momentum ETF 0.6 66 -46 2.3 -3.9
HELX Franklin Genomic Advancements ETF 0.6 50 -30 -0.4 -6.5
FTAG First Trust Indxx Global Agriculture ETF 0.6 70 -50 8.4 +2.3
PIO Invesco Global Water ETF 0.6 75 -55 4.5 -1.6
JOET Virtus Terranova US Quality Momentum ETF 0.6 29 -9 4.9 -1.2
QLC FlexShares US Quality Large Cap Index Fund 0.6 25 -5 5.2 -0.9
RJMG FT Raymond James Multicap Growth Equity ETF 0.6 85 -65 3.0 -3.1
ION ProShares S&P Global Core Battery Metals ETF 0.6 58 -38 7.2 +1.1
ERTH Invesco MSCI Sustainable Future ETF 0.6 62 -42 3.4 -2.8
ONEQ Fidelity Nasdaq Composite Index ETF 0.5 21 -1 3.7 -2.4
BLOK Amplify Transformational Data Sharing ETF 0.5 75 -55 0.5 -5.6
GURU Global X Guru Index ETF 0.5 75 -55 2.7 -3.4
MEM Matthews Emerging Markets Equity Active ETF 0.5 79 -59 7.3 +1.2
AKAF The Frontier Economic Fund 0.5 20 0 6.3 +0.2
SOCL Global X Social Media ETF 0.5 65 -45 10.8 +4.7
SUPL ProShares Supply Chain Logistics ETF 0.5 58 -38 10.2 +4.1
TRFM AAM Transformers ETF 0.5 49 -29 1.2 -4.9
TMAT Main Thematic Innovation ETF 0.5 164 -144 -1.5 -7.6
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 0.5 60 -40 10.7 +4.6
PSP Invesco Global Listed Private Equity ETF 0.5 106 -86 6.1 0.0
AAUM Tema Alternative Asset Managers ETF 0.5 99 -79 3.4 -2.8
OBOR KraneShares MSCI One Belt One Road Index ETF 0.5 79 -59 7.7 +1.6
FMED Fidelity Disruptive Medicine ETF 0.5 50 -30 -0.6 -6.7
FFLC Fidelity Fundamental Large Cap Core ETF 0.5 38 -18 4.5 -1.6
ACVF American Conservative Values ETF 0.5 75 -55 4.3 -1.8
ARKW ARK Next Generation Internet ETF 0.5 87 -67 0.8 -5.3
CBSE Clough Select Equity ETF 0.5 85 -65 1.1 -5.0
CHGX AXS Change Finance ESG ETF 0.5 49 -29 5.2 -0.9
DFNV Donoghue Forlines Innovation ETF 0.5 69 -49 4.6 -1.5
FLQL Franklin LibertyQ U.S. Equity ETF 0.5 15 5 5.3 -0.8
GGRW Gabelli Growth Innovators ETF 0.5 90 -70 2.4 -3.7
IYC iShares U.S. Consumer Discretionary ETF 0.5 40 -20 3.8 -2.3
JMOM JPMorgan U.S. Momentum Factor ETF 0.5 12 8 4.6 -1.5
PWB Invesco Large Cap Growth ETF 0.5 56 -36 2.6 -3.5
QGRO American Century U.S. Quality Growth ETF 0.5 29 -9 3.8 -2.3
SSPX Janus Henderson U.S. Sustainable Equity ETF 0.5 55 -35 4.6 -1.5
TTAC FCF US Quality ETF 0.5 59 -39 6.2 +0.1
VFMF Vanguard U.S. Multifactor ETF 0.5 18 2 7.7 +1.6
VFMO Vanguard U.S. Momentum Factor ETF 0.5 13 7 2.9 -3.2
VFMV Vanguard U.S. Minimum Volatility ETF 0.5 13 7 5.9 -0.2
VFQY Vanguard U.S. Quality Factor ETF 0.5 13 7 6.1 +0.0
LRND IQ U.S. Large Cap R&D Leaders ETF 0.5 14 6 4.9 -1.2
NBDS Neuberger Berman Disrupters ETF 0.5 55 -35 0.8 -5.3
JGRO JPMorgan Active Growth ETF 0.5 44 -24 3.5 -2.6
IWFG IQ Winslow Focused Large Cap Growth ETF 0.5 65 -45 3.1 -3.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.5 12 8 4.6 -1.5
BLCR iShares Large Cap Core Active ETF 0.5 36 -16 3.7 -2.4
ABFL Abacus FCF Leaders ETF 0.5 59 -39 4.9 -1.2
ABOT Abacus FCF Innovation Leaders ETF 0.5 69 -49 5.2 -0.9
LOGO Alpha Brands Consumption Leaders ETF 0.5 69 -49 3.1 -3.0
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.5 60 -40 5.3 -0.8
BITQ Bitwise Crypto Industry Innovators ETF 0.5 85 -65 -2.0 -8.1
RVRB Reverb ETF 0.5 30 -10 4.5 -1.6
EMC Global X Emerging Markets Great Consumer ETF 0.5 75 -55 8.6 +2.5
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.5 86 -66 14.3 +8.2
GQI Natixis Gateway Quality Income ETF 0.5 34 -14 5.0 -1.1
URA Global X Uranium ETF 0.4 69 -49 1.1 -5.0
LST Leuthold Select Industries ETF 0.4 91 -71 5.7 -0.4
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.4 61 -41 7.3 +1.2
FBCG Fidelity Blue Chip Growth ETF 0.4 59 -39 2.8 -3.3
MINV Matthews Asia Innovators Active ETF 0.4 79 -59 7.0 +0.9
ABLG Abacus FCF International Leaders ETF 0.4 59 -39 6.5 +0.4
CGW Invesco S&P Global Water Index ETF 0.4 57 -37 4.7 -1.4
TBLU Tortoise Global Water ESG ETF 0.4 40 -20 4.6 -1.5
MOO VanEck Agribusiness ETF 0.4 53 -33 10.6 +4.5
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.4 15 5 4.5 -1.6
FDG American Century Focused Dynamic Growth ETF 0.4 45 -25 2.1 -4.0
ENOR iShares MSCI Norway ETF 0.4 53 -33 10.5 +4.4
NORW Global X MSCI Norway ETF 0.4 50 -30 10.6 +4.5
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.4 20 0 3.0 -3.1
FDHT Fidelity Digital Health ETF 0.4 39 -19 1.5 -4.6
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.4 15 5 4.6 -1.5
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.4 39 -19 -1.3 -7.4
LRGF iShares U.S. Equity Factor ETF 0.4 8 12 5.4 -0.7
MCH Matthews China Active ETF 0.4 79 -59 14.0 +7.9
EV Mast Global Battery Recycling & Production ETF 0.4 65 -45 7.6 +1.5
IZRL ARK Israel Innovative Technology ETF 0.4 49 -29 1.5 -4.6
CIBR First Trust NASDAQ Cybersecurity ETF 0.4 60 -40 4.1 -2.0
EBLU Ecofin Global Water ESG Fund 0.4 40 -20 4.5 -1.6
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 0.4 86 -66 0.5 -5.6
ITEQ BlueStar Israel Technology ETF 0.4 75 -55 1.7 -4.4
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.3 20 0 4.3 -1.9
BPAY BlackRock Future Financial and Technology ETF 0.3 70 -50 6.1 -0.0
FINX Global X FinTech ETF 0.3 68 -48 3.0 -3.1
ESGV Vanguard ESG U.S. Stock ETF 0.3 9 11 4.7 -1.4
EBIZ Global X E-Commerce ETF 0.3 50 -30 4.1 -2.0
JEDI Defiance Drone and Modern Warfare ETF 0.3 69 -49 1.6 -4.5
IWY iShares Russell Top 200 Growth ETF 0.3 20 0 4.2 -1.9
TINT ProShares Smart Materials ETF 0.3 58 -38 5.8 -0.3
LIT Global X Lithium & Battery Tech ETF 0.3 75 -55 6.6 +0.5
EFRA iShares Environmental Infrastructure and Industrials ETF 0.3 47 -27 5.4 -0.8
XMAG Defiance Large Cap ex-Mag 7 ETF 0.3 35 -15 5.1 -1.0
AVDV Avantis International Small Cap Value ETF 0.3 36 -16 8.6 +2.5
FDVV Fidelity High Dividend ETF 0.3 15 5 7.6 +1.5
CGV Conductor Global Equity Value ETF 0.3 130 -110 7.7 +1.6
BJK VanEck Gaming ETF 0.3 65 -45 4.0 -2.1
BATT Amplify Lithium & Battery Technology ETF 0.3 59 -39 1.9 -4.2
VEGI iShares MSCI Agriculture Producers ETF 0.3 39 -19 9.1 +3.0
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 0.3 72 -52 -1.3 -7.4
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.3 45 -25 2.5 -3.6
VONG Vanguard Russell 1000 Growth ETF 0.3 7 13 4.4 -1.7
IWF iShares Russell 1000 Growth ETF 0.3 19 1 4.1 -2.0
ONLN ProShares Online Retail ETF 0.3 58 -38 2.4 -3.7
VICE AdvisorShares Vice ETF 0.3 99 -79 6.7 +0.6
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 0.3 75 -55 5.9 -0.2
GDX VanEck Gold Miners ETF 0.3 51 -31 3.6 -2.5
PEX ProShares Global Listed Private Equity ETF 0.3 81 -61 11.1 +5.0
BUG Global X Cybersecurity ETF 0.3 51 -31 2.9 -3.2
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 0.3 60 -40 3.1 -3.0
IHAK iShares Cybersecurity & Tech ETF 0.3 47 -27 4.6 -1.5
WCBR WisdomTree Cybersecurity Fund 0.3 45 -25 2.0 -4.1
SPAM Themes Cybersecurity ETF 0.3 35 -15 2.8 -3.3
RECS Columbia Research Enhanced Core ETF 0.3 15 5 5.7 -0.4
GMET VanEck Green Metals ETF 0.2 63 -43 7.1 +1.0
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 0.2 85 -65 6.2 +0.1
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 0.2 95 -75 11.7 +5.6
LCDS JPMorgan Fundamental Data Science Large Core ETF 0.2 30 -10 4.7 -1.4
STXG Strive 1000 Growth ETF 0.2 18 2 3.8 -2.3
GPZ VanEck Alternative Asset Manager ETF 0.2 40 -20 4.6 -1.5
EWO iShares MSCI Austria ETF 0.2 50 -30 9.1 +3.0
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.2 29 -9 4.7 -1.5
CZA Invesco Zacks Mid-Cap ETF 0.2 72 -52 7.5 +1.4
FITE State Street SPDR S&P Kensho Future Security ETF 0.2 45 -25 1.7 -4.5
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.2 40 -20 3.7 -2.4
AVDS Avantis International Small Cap Equity ETF 0.2 30 -10 6.6 +0.5
LRGE ClearBridge Large Cap Growth ESG ETF 0.2 59 -39 4.2 -1.9
RUNN Running Oak Efficient Growth ETF 0.2 58 -38 5.1 -1.0
BKWO BNY Mellon Women's Opportunities ETF 0.2 50 -30 3.9 -2.2
SPRE SP Funds S&P Global REIT Sharia ETF 0.2 55 -35 6.2 +0.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.2 7 13 4.8 -1.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.2 10 10 5.2 -0.9
AIS VistaShares Artificial Intelligence Supercycle ETF 0.2 75 -55 2.7 -3.4
COPX Global X Copper Miners ETF 0.2 65 -45 5.5 -0.6
BKLC BNY Mellon US Large Cap Core Equity ETF 0.2 0 20 4.9 -1.2
MODL VictoryShares WestEnd U.S. Sector ETF 0.2 42 -22 4.6 -1.5
STRV Strive 500 ETF 0.2 5 15 4.8 -1.4
ENZL iShares MSCI New Zealand ETF 0.2 50 -30 3.5 -2.6
SMLF iShares U.S. SmallCap Equity Factor ETF 0.2 15 5 5.9 -0.2
WCLD WisdomTree Cloud Computing Fund 0.2 45 -25 1.7 -4.4
TIIV AAM Todd International Intrinsic Value ETF 0.2 54 -34 11.1 +5.0
VALQ American Century U.S. Quality Value ETF 0.2 29 -9 7.9 +1.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.2 11 9 4.9 -1.2
SDIV Global X Superdividend ETF 0.2 58 -38 16.7 +10.6
HEAL Global X HealthTech ETF 0.2 50 -30 -1.6 -7.7
CUT Invesco MSCI Global Timber ETF 0.2 61 -41 10.7 +4.6
WOOD iShares Global Timber & Forestry ETF 0.2 42 -22 13.0 +6.9
IWL iShares Russell Top 200 ETF 0.2 15 5 4.5 -1.6
AOTG AOT Growth and Innovation ETF 0.2 75 -55 2.0 -4.2
ICOP iShares Copper and Metals Mining ETF 0.2 47 -27 7.4 +1.3
AWAY ETFMG Travel Tech ETF 0.2 76 -56 -0.1 -6.2
CTEC Global X CleanTech ETF 0.2 50 -30 0.7 -5.4
SRET Global X SuperDividend REIT ETF 0.2 59 -39 12.3 +6.2
STXM Strive Mid-Cap ETF 0.2 18 2 6.3 +0.2
RNRG Global X Renewable Energy Producers ETF 0.2 66 -46 5.3 -0.8
OPTZ Optimize Strategy Index ETF 0.2 50 -30 4.8 -1.3
COPA Themes Copper Miners ETF 0.2 35 -15 4.4 -1.7
DFSU Dimensional US Sustainability Core 1 ETF 0.2 18 2 5.2 -0.9
FTRI First Trust Indxx Global Natural Resources Income ETF 0.2 70 -50 7.6 +1.5
JAPN Horizon Kinetics Japan Owner Operator ETF 0.2 85 -65 5.3 -0.8
FMET Fidelity Metaverse ETF 0.1 39 -19 4.7 -1.4
BOAT SonicShares Global Shipping ETF 0.1 69 -49 26.2 +20.1
GXLC Global X U.S. 500 ETF 0.1 2 18 4.8 -1.3
VONE Vanguard Russell 1000 ETF 0.1 7 13 4.9 -1.2
DFUS Dimensional U.S. Equity ETF 0.1 9 11 4.8 -1.4
IWB iShares Russell 1000 ETF 0.1 15 5 4.8 -1.3
PRAY FIS Christian Stock Fund 0.1 69 -49 5.1 -1.0
TOV JLens 500 Jewish Advocacy U.S. ETF 0.1 18 2 4.6 -1.5
IWV iShares Russell 3000 ETF 0.1 20 0 4.7 -1.5
VTHR Vanguard Russell 3000 ETF 0.1 7 13 4.8 -1.3
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.1 59 -39 8.4 +2.3
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.1 15 5 9.5 +3.4
JAVA JPMorgan Active Value ETF 0.1 44 -24 6.3 +0.2
PKW Invesco Buyback Achievers ETF 0.1 62 -42 8.1 +2.0
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.1 79 -59 5.7 -0.4
STXV Strive 1000 Value ETF 0.1 18 2 8.1 +2.0
GOP Unusual Whales Subversive Republican Trading ETF 0.1 50 -30 5.3 -0.8
APUE ActivePassive U.S. Equity ETF 0.1 45 -25 4.6 -1.6
TAX Cambria Tax Aware ETF 0.1 49 -29 6.0 -0.1
ASLV Allspring Special Large Value ETF 0.1 35 -15 6.5 +0.4
WFH Direxion Work From Home ETF 0.1 45 -25 4.0 -2.1
CSMD Congress SMid Growth ETF 0.1 69 -49 4.0 -2.2
SMAP Amplify Small-Mid Cap Equity ETF 0.1 60 -40 5.5 -0.6
FFOX FundX Future Fund Opportunities ETF 0.1 100 -80 3.4 -2.7
SETM Sprott Energy Transition Materials ETF 0.1 65 -45 2.0 -4.1
AIRL Themes Airlines ETF 0.1 35 -15 2.3 -3.9
AUMI Themes Gold Miners ETF 0.1 35 -15 3.5 -2.6
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 0.1 40 -20 6.7 +0.6
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 13 10.4 +4.3
JHML John Hancock Multifactor Large Cap ETF 0.1 29 -9 5.3 -0.8
SILJ ETFMG Prime Junior Silver Miners ETF 0.1 69 -49 0.6 -5.5
AQWA Global X Clean Water ETF 0.1 50 -30 5.1 -1.0
EBI Longview Advantage ETF 0.1 35 -15 6.7 +0.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.1 14 6 4.8 -1.3
BLDG Cambria Global Real Estate ETF 0.1 60 -40 11.4 +5.3
GMF SPDR S&P Emerging Asia Pacific ETF 0.1 49 -29 9.4 +3.3
GXC SPDR S & P China ETF 0.1 59 -39 15.9 +9.8
BKEM BNY Mellon Emerging Markets Equity ETF 0.1 11 9 9.2 +3.1
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.1 15 5 7.4 +1.3
EMGF iShares Emerging Markets Equity Factor ETF 0.1 25 -5 10.8 +4.7
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.1 39 -19 15.5 +9.4
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 -16 9.1 +3.0
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.1 50 -30 10.2 +4.1
PXH Invesco FTSE RAFI Emerging Markets ETF 0.1 49 -29 14.9 +8.8
BETZ Roundhill Sports Betting & iGaming ETF 0.1 75 -55 1.9 -4.2
SRVR Pacer Data & Infrastructure Real Estate ETF 0.1 55 -35 4.7 -1.4
WTRE WisdomTree New Economy Real Estate Fund 0.1 58 -38 7.1 +1.0
XDAT Franklin Exponential Data ETF 0.1 50 -30 2.4 -3.7
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 0.1 12 8 6.1 -0.0
QLV FlexShares US Quality Low Volatility Index Fund 0.1 22 -2 5.8 -0.4
THRO iShares U.S. Thematic Rotation Active ETF 0.1 90 -70 3.8 -2.3
BEEX BeeHive ETF 0.1 84 -64 4.2 -1.9
INDS Pacer Industrial Real Estate ETF 0.1 55 -35 6.6 +0.5
GDXJ VanEck Junior Gold Miners ETF 0.1 52 -32 3.5 -2.6
GOAU U.S. Global GO GOLD and Precious Metal Miners ETF 0.1 60 -40 3.0 -3.1
RITA ETFB Green SRI REITs ETF 0.1 50 -30 5.8 -0.3
IXC iShares Global Energy ETF 0.1 44 -24 9.9 +3.8
EMM Global X Emerging Markets ex-China ETF 0.1 75 -55 6.8 +0.7
FDEM Fidelity Emerging Markets Multifactor ETF 0.1 25 -5 12.2 +6.1
DFAU Dimensional US Core Equity Market ETF 0.1 12 8 5.0 -1.1
GLCR GlacierShares Nasdaq Iceland ETF 0.1 95 -75 2.8 -3.3
KROP Global X AgTech & Food Innovation ETF 0.1 50 -30 8.1 +2.0
KAT Scharf ETF 0.1 87 -67 5.3 -0.8
ARKQ ARK Autonomous Technology & Robotics ETF 0.1 75 -55 1.2 -4.9
EEMO Invesco S&P Emerging Markets Momentum ETF 0.1 29 -9 7.5 +1.4
PPA Invesco Aerospace & Defense ETF 0.1 58 -38 2.4 -3.7
BUZZ VanEck Social Sentiment ETF 0.1 75 -55 -0.8 -6.9
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 0.1 60 -40 5.6 -0.5
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 0.1 45 -25 1.6 -4.5
IBLC iShares Blockchain and Tech ETF 0.1 47 -27 -1.5 -7.6
STCE Schwab Crypto Thematic ETF 0.1 30 -10 3.4 -2.7
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.1 43 -23 6.1 -0.0
URAN Themes Uranium & Nuclear ETF 0.1 35 -15 1.3 -4.8
DEUS Xtrackers Russell US Multifactor ETF 0.1 17 3 7.0 +0.9
PPH VanEck Pharmaceutical ETF 0.1 36 -16 8.0 +1.9
MEDI Harbor Health Care ETF 0.1 80 -60 -1.5 -7.6
SYNB Putnam BioRevolution ETF 0.1 70 -50 2.5 -3.6
EQAL Invesco Russell 1000 Equal Weight ETF 0.1 20 0 7.1 +1.0
DCOR Dimensional US Core Equity 1 ETF 0.1 14 6 5.3 -0.8
PRF Invesco FTSE RAFI US 1000 ETF 0.1 39 -19 6.7 +0.6
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.1 20 0 6.8 +0.7
MJSC MUFG Japan Small Cap Active ETF 0.1 85 -65 5.7 -0.4
AVUS Avantis U.S. Equity ETF 0.1 15 5 5.7 -0.4
CGRO CoreValues Alpha Greater China Growth ETF 0.1 75 -55 3.3 -2.8
HYP Golden Eagle Dynamic Hypergrowth ETF 0.1 85 -65 -1.2 -7.3
NLR VanEck Uranium+Nuclear Energy ETF 0.0 61 -41 1.6 -4.5
BCOR Grayscale Bitcoin Adopters ETF 0.0 59 -39 2.4 -3.7
RW Rainwater Equity ETF 0.0 125 -105 3.5 -2.6
CLOU Global X Cloud Computing ETF 0.0 68 -48 2.8 -3.3
CRAK VanEck Oil Refiners ETF 0.0 61 -41 11.5 +5.4
REMX VanEck Rare Earth/Strategic Metals ETF 0.0 54 -34 3.3 -2.8
ZSB USCF Sustainable Battery Metals Strategy Fund 0.0 61 -41 5.1 -1.0
FDIG Fidelity Crypto Industry and Digital Payments ETF 0.0 39 -19 -0.8 -6.9
EDOG ALPS Emerging Sector Dividend Dogs ETF 0.0 60 -40 10.8 +4.7
SIL Global X Silver Miners ETF 0.0 65 -45 2.2 -3.9
SLVP iShares MSCI Global Silver Miners ETF 0.0 39 -19 4.8 -1.3
AGMI Themes Silver Miners ETF 0.0 35 -15 4.2 -1.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.0 39 -19 3.0 -3.1
FCLD Fidelity Cloud Computing ETF 0.0 39 -19 3.5 -2.6
ECOW Pacer Emerging Markets Cash Cows 100 ETF 0.0 70 -50 12.3 +6.2
FLCH Franklin FTSE China ETF 0.0 19 1 15.4 +9.3
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 0.0 44 -24 10.3 +4.2
SCHE Schwab Emerging Markets Equity ETF 0.0 11 9 10.6 +4.5
VWO Vanguard FTSE Emerging Markets ETF 0.0 7 13 10.2 +4.1
IPOS Renaissance International IPO ETF 0.0 80 -60 2.1 -4.0
TMFM Motley Fool Mid-Cap Growth ETF 0.0 85 -65 2.9 -3.2
RVER Trenchless Fund ETF 0.0 65 -45 2.9 -3.2
SKYY First Trust Cloud Computing ETF 0.0 60 -40 3.0 -3.1
AZTD Aztlan Global Stock Selection DM SMID ETF 0.0 75 -55 6.4 +0.3
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.0 32 -12 13.3 +7.2
DVYE iShares Emerging Markets Dividend ETF 0.0 49 -29 18.1 +12.0
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.0 32 -12 8.5 +2.4
DFAC Dimensional U.S. Core Equity 2 ETF 0.0 17 3 5.4 -0.7
FPWR First Trust EIP Power Solutions ETF 0.0 96 -76 5.0 -1.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.0 30 -10 4.4 -1.7
XCNY SPDR S&P Emerging Markets ex-China ETF 0.0 15 5 7.2 +1.1
JHEM John Hancock Multifactor Emerging Markets ETF 0.0 49 -29 9.4 +3.3
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.0 32 -12 4.9 -1.2
FBCV Fidelity Blue Chip Value ETF 0.0 59 -39 7.3 +1.2
FVD First Trust Value Line Dividend Index Fund 0.0 65 -45 6.3 +0.2
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 0.0 58 -38 4.4 -1.7
QQMG Invesco ESG NASDAQ 100 ETF 0.0 20 0 4.2 -2.0
QQQ Invesco QQQ Trust Series I 0.0 20 0 4.1 -2.0
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.0 35 -15 4.1 -2.0
QQQM Invesco NASDAQ 100 ETF 0.0 15 5 4.2 -1.9
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 0.0 60 -40 5.0 -1.1
QNXT iShares Nasdaq-100 ex Top 30 ETF 0.0 20 0 4.7 -1.4
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 0.0 49 -29 3.6 -2.5
QQLV Invesco QQQ Low Volatility ETF 0.0 25 -5 4.7 -1.4
GWX SPDR S&P International Small Cap ETF 0.0 40 -20 6.5 +0.4
SCHC Schwab International Small-Cap Equity ETF 0.0 11 9 7.3 +1.2
SCZ iShares MSCI EAFE Small-Cap ETF 0.0 40 -20 6.8 +0.7
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.0 8 12 7.1 +1.0

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

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RESULTS & ESTIMATES

  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:		 SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

UNDERWEIGHT
Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 11.9 %
Divided by: Fwd. P/BV 1.9 x
Less: Expense ratio 20 bp
Equals: ALTAR Score 6.1 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.64 CATEGORY
AVERAGE		 1.64
 
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.