iShares Global Clean Energy ETF
ALTAR
Score™		 2.7% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 25.9x P/Sales
ratio		 1.5x
P/BV
ratio		 1.8x Div.
yield		 1.7%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
iShares S&P Global Clean Energy Index Fund is an exchange-traded fund incorporat ed in the USA. The Fund seeks investment results that correspond to the price and yield performance of the S&P Global Clean Energy Index.

FUND BASICS
Category Global Equities
Fund Sponsor Barclays Global Fund Advisors
Website www.ishares.com
Inception date Jun 24, 2008
Assets (mns) $2,094
Currency USD
Expense ratio 41 bp
Distributions Semi-Annually

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust
Weighting Market Cap
Index replication Optimized
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 102
Wgt avg mkt cap (mns) $22,017
Large cap (>$10bn) 45.8%
Mid cap ($2-10bn) 43.9%
Small cap (<$2bn) 9.1%
Developed mkts 67.5%
Emerging mkts 32.5%

TOP TEN HOLDINGS
BLOOM ENERGY CORPORATION CLASS A 11.2 %
FIRST SOLAR INC 7.6 %
VESTAS WIND SYSTEMS A/S 6.4 %
IBERDROLA SA 6.3 %
NEXTRACKER, INC. CLASS A 5.9 %
EDP-ENERGIAS DE PORTUGAL SA 3.4 %
EQUATORIAL ENERGIA SA - ORD 3.4 %
CHINA YANGTZE POWER CO LTD-A 3.3 %
CHUBU ELECTRIC POWER CO INC 3.3 %
ORMAT TECHNOLOGIES INC 3.0 %
Total 53.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 37.4 %
DENMARK 8.7 %
SPAIN 8.4 %
CHINA 8.0 %
BRAZIL 7.9 %
INDIA 4.9 %
PORTUGAL 3.4 %
JAPAN 3.2 %
CANADA 2.6 %
GERMANY 2.1 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru January 31)
Year-to-date 1 year 5 years 10 years Since Incep.
10.5% 62.6% -8.2% 9.6% -3.9%

Market Correlations
versus... Beta R-squared
S&P500 0.62 26%
MSCI EAFE 0.81 32%
MSCI Emg. Mkts. 0.88 44%

Technical Indicators
Recent close $18.11
30d moving avg. $17.30
Annualized volatility 25.8%
Short interest (ETF) 6.2%
Relative strength (RSI) 59

Liquidity measures
Avg. volume (thou.) 5,363
Turnover 4.6%
Bid/Ask (% of price) 0.06%
ADV underlying (mns) $6,204

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 701 potential alternatives to the iShares Global Clean Energy ETF ETF based on the alternatives' overlap in portfolio holdings with ICLN. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: ICLN Expense: 41 bp ALTAR Score™: 2.7%


ALTERNATIVE ETFs BASED ON OVERLAP WITH ICLN
Ticker Fund
Name		 Overlap1
vs ICLN
(%)		 Expense
ratio
(bp)		 Savings
vs ICLN
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs ICLN
(%)
VCLN Virtus Duff & Phelps Clean Energy ETF 56.0 59 -18 3.5 +0.8
FRNW Fidelity Clean Energy ETF 44.8 39 2 2.0 -0.7
CTEC Global X CleanTech ETF 36.6 50 -9 0.6 -2.1
SMOG VanEck Low Carbon Energy ETF 30.1 61 -20 1.4 -1.3
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 29.4 58 -17 -1.9 -4.6
TAN Invesco Solar ETF 23.2 67 -26 4.6 +1.9
FAN First Trust Global Wind Energy ETF 22.4 60 -19 3.6 +0.9
ACES ALPS Clean Energy ETF 21.4 55 -14 -2.5 -5.2
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 20.8 79 -38 4.4 +1.7
OCEN IQ Clean Oceans ETF 19.9 45 -4 5.1 +2.3
CNRG State Street SPDR S&P Kensho Clean Power ETF 19.3 45 -4 1.5 -1.2
PBD Invesco Global Clean Energy ETF 19.2 75 -34 0.6 -2.1
ERTH Invesco MSCI Sustainable Future ETF 18.5 62 -21 3.1 +0.4
RNRG Global X Renewable Energy Producers ETF 17.8 66 -25 4.9 +2.1
ETEC iShares Breakthrough Environmental Solutions ETF 16.6 47 -6 2.9 +0.2
CLNR IQ Cleaner Transport ETF 15.1 45 -4 4.9 +2.2
PBW Invesco WilderHill Clean Energy ETF 14.3 66 -25 -3.1 -5.8
IBAT iShares Energy Storage & Materials ETF 14.0 47 -6 2.3 -0.4
HYDR Global X Hydrogen ETF 12.7 50 -9 -7.8 -10.6
WBAT WisdomTree Battery Value Chain and Innovation Fund 11.6 45 -4 1.6 -1.1
SDG iShares MSCI Global Sustainable Development Goals ETF 11.3 49 -8 4.8 +2.1
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 9.4 75 -34 6.4 +3.7
JXI iShares Global Utilities ETF 8.3 43 -2 5.2 +2.5
EDEN iShares MSCI Denmark ETF 8.3 53 -12 5.8 +3.1
FILL iShares MSCI Global Energy Producers ETF 7.2 39 2 5.1 +2.3
CCSO Carbon Collective Climate Solutions US Equity ETF 7.2 35 6 1.1 -1.7
CCNR ALPS CoreCommodity Natural Resources ETF 7.2 39 2 7.0 +4.3
HAP VanEck Natural Resources ETF 7.1 50 -9 7.3 +4.6
KGRN KraneShares MSCI China Clean Technology Index ETF 6.4 79 -38 0.4 -2.4
EWP iShares MSCI Spain ETF 6.3 50 -9 5.9 +3.2
DTEC ALPS Disruptive Technologies ETF 5.6 50 -9 3.8 +1.1
DRIV Global X Autonomous & Electric Vehicles ETF 5.6 68 -27 4.2 +1.5
EWZ iShares MSCI Brazil ETF 5.4 58 -17 10.7 +8.0
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 5.3 59 -18 4.0 +1.3
ITEQ BlueStar Israel Technology ETF 5.0 75 -34 1.5 -1.3
IPO Renaissance IPO ETF 5.0 60 -19 3.2 +0.5
OBOR KraneShares MSCI One Belt One Road Index ETF 4.6 79 -38 7.0 +4.3
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 4.5 45 -4 4.8 +2.1
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 4.3 20 21 2.9 +0.1
FLBR Franklin FTSE Brazil ETF 4.2 19 22 12.1 +9.3
ZAP Global X U.S. Electrification ETF 4.2 50 -9 3.7 +1.0
IGF iShares Global Infrastructure ETF 4.2 41 0 4.2 +1.5
GII SPDR S&P Global Infrastructure ETF 4.1 40 1 4.2 +1.5
NETZ TCW Transform Systems ETF 4.1 75 -34 2.1 -0.6
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 3.8 9 32 7.9 +5.2
AGQI First Trust Active Global Quality Income ETF 3.7 85 -44 4.5 +1.8
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 3.7 58 -17 3.6 +0.9
SPIT F/m Emerald Special Situations ETF 3.6 105 -64 -0.9 -3.6
MADE iShares U.S. Manufacturing ETF 3.6 40 1 3.9 +1.2
LIVR Intelligent Livermore ETF 3.5 69 -28 3.0 +0.3
AIPO Defiance AI & Power Infrastructure ETF 3.4 69 -28 1.0 -1.8
POW VistaShares Electrification Supercycle ETF 3.4 75 -34 2.7 -0.0
BATT Amplify Lithium & Battery Technology ETF 3.3 59 -18 1.7 -1.0
PRN Invesco Dorsey Wright Industrials Momentum ETF 3.3 60 -19 1.4 -1.4
ETHO Etho Climate Leadership U.S. ETF 3.2 47 -6 4.8 +2.0
ISRA VanEck Israel ETF 3.0 59 -18 5.8 +3.1
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 2.9 45 -4 1.5 -1.2
OEFA ALPS O’Shares International Developed Quality Dividend ETF 2.9 48 -7 4.6 +1.9
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 2.9 59 -18 8.9 +6.2
FMTM MarketDesk Focused U.S. Momentum ETF 2.9 45 -4 3.3 +0.5
KBA KraneShares Bosera MSCI China A 50 Connect Index ETF 2.9 55 -14 6.6 +3.9
GLIN VanEck India Growth Leaders ETF 2.9 77 -36 4.9 +2.2
PSCT Invesco S&P SmallCap Information Technology ETF 2.8 29 12 4.2 +1.5
XT iShares Exponential Technologies ETF 2.8 46 -5 4.3 +1.6
LOUP Innovator Deepwater Frontier Tech ETF 2.7 70 -29 0.8 -1.9
FID First Trust S&P International Dividend Aristocrats ETF 2.7 60 -19 7.0 +4.3
FLN First Trust Latin America AlphaDEX Fund 2.7 80 -39 9.3 +6.6
FEZ SPDR EURO STOXX 50 ETF 2.7 29 12 5.6 +2.9
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 2.6 20 21 5.6 +2.8
DVYE iShares Emerging Markets Dividend ETF 2.6 49 -8 15.9 +13.2
FLLA Franklin FTSE Latin America ETF 2.6 19 22 10.6 +7.9
JSML Janus Henderson Small Cap Growth Alpha ETF 2.6 30 11 7.4 +4.6
IWO iShares Russell 2000 Growth ETF 2.5 24 17 0.7 -2.0
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 2.5 47 -6 5.5 +2.8
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.5 60 -19 5.3 +2.6
XSD State Street SPDR S&P Semiconductor ETF 2.5 35 6 3.4 +0.7
HYP Golden Eagle Dynamic Hypergrowth ETF 2.5 85 -44 -1.1 -3.9
GPT Intelligent Alpha Atlas ETF 2.4 69 -28 5.1 +2.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.4 70 -29 1.8 -1.0
FXN First Trust Energy AlphaDEX Fund 2.4 62 -21 12.2 +9.5
FEUZ First Trust Eurozone AlphaDEX ETF 2.4 80 -39 6.4 +3.6
EFAV iShares MSCI EAFE Min Vol Factor ETF 2.4 22 19 5.4 +2.7
NUDM Nuveen ESG International Developed Markets Equity ETF 2.3 31 10 5.7 +2.9
WDIV SPDR S&P Global Dividend ETF 2.2 40 1 8.0 +5.3
EUDV ProShares MSCI Europe Dividend Growers ETF 2.2 55 -14 5.5 +2.8
EZU iShares MSCI Eurozone ETF 2.2 52 -11 5.7 +3.0
NUSC Nuveen ESG Small-Cap ETF 2.2 31 10 4.6 +1.8
EFAS Global X MSCI SuperDividend EAFE ETF 2.2 57 -16 7.3 +4.6
IGRO iShares International Dividend Growth ETF 2.1 15 26 6.2 +3.5
TRFM AAM Transformers ETF 2.1 49 -8 1.1 -1.7
IDOG ALPS International Sector Dividend Dogs ETF 2.1 50 -9 10.1 +7.4
VBK Vanguard Small-Cap Growth ETF 2.1 7 34 1.6 -1.2
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 2.1 45 -4 6.1 +3.3
SDEM Global X MSCI SuperDividend Emerging Markets ETF 2.1 67 -26 12.9 +10.2
PUI Invesco Dorsey Wright Utilities Momentum ETF 2.1 60 -19 4.6 +1.8
GVIP Goldman Sachs Hedge Industry VIP ETF 2.1 45 -4 2.8 +0.1
WWJD Inspire International ETF 2.0 80 -39 6.3 +3.5
VTWG Vanguard Russell 2000 Growth ETF 2.0 10 31 0.8 -1.9
IWM iShares Russell 2000 ETF 2.0 19 22 3.2 +0.5
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 2.0 14 27 5.5 +2.8
IQRA IQ CBRE Real Assets ETF 2.0 65 -24 5.2 +2.5
BRAZ Global X Brazil Active ETF 2.0 75 -34 9.4 +6.7
RSSL Global X Russell 2000 ETF 2.0 8 33 3.2 +0.5
CNYA iShares MSCI China A ETF 1.9 60 -19 6.4 +3.7
FESM Fidelity Enhanced Small Cap ETF 1.9 28 13 2.9 +0.1
DTH WisdomTree International High Dividend Fund 1.9 58 -17 7.1 +4.4
EELV Invesco S&P Emerging Markets Low Volatility ETF 1.9 29 12 7.8 +5.1
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 1.9 32 9 5.3 +2.6
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 1.9 55 -14 5.5 +2.8
BLES Inspire Global Hope ETF 1.9 61 -20 6.0 +3.3
FGM First Trust Germany AlphaDEX Fund 1.9 80 -39 5.6 +2.9
RCGE RockCreek Global Equality ETF 1.8 95 -54 6.0 +3.3
FEP First Trust Europe AlphaDEX Fund 1.8 80 -39 6.7 +4.0
CGDG Capital Group Dividend Growers ETF 1.8 47 -6 5.4 +2.7
UEVM VictoryShares Emerging Markets Value Momentum ETF 1.8 45 -4 9.3 +6.6
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF 1.8 65 -24 6.4 +3.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.8 10 31 8.4 +5.6
IQM Franklin Intelligent Machines ETF 1.8 50 -9 1.7 -1.1
EFV iShares MSCI EAFE Value ETF 1.7 34 7 7.5 +4.7
VTWO Vanguard Russell 2000 ETF 1.7 7 34 3.4 +0.6
FEM First Trust Emerging Markets AlphaDEX Fund 1.7 80 -39 10.1 +7.4
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.7 95 -54 -0.4 -3.1
ABFL Abacus FCF Leaders ETF 1.7 59 -18 4.0 +1.2
IMTM iShares MSCI Intl Momentum Factor ETF 1.6 30 11 4.7 +2.0
IDMO Invesco S&P International Developed Momentum ETF 1.6 25 16 5.1 +2.4
XMHQ Invesco S&P MidCap Quality ETF 1.6 25 16 5.7 +3.0
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.6 20 21 3.9 +1.2
ESGD iShares ESG Aware MSCI EAFE ETF 1.6 20 21 5.7 +3.0
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 1.6 80 -39 5.2 +2.5
IYE iShares U.S. Energy ETF 1.6 40 1 7.3 +4.6
SPGP Invesco S&P 500 GARP ETF 1.6 34 7 5.9 +3.2
FNX First Trust Mid Cap Core AlphaDEX Fund 1.6 60 -19 5.9 +3.2
RSPT Invesco S&P 500 Equal Weight Technology ETF 1.6 40 1 4.8 +2.1
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 1.6 12 29 5.2 +2.5
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.5 65 -24 7.2 +4.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.5 39 2 2.8 +0.1
NIXT Research Affiliates Deletions ETF 1.5 9 32 7.5 +4.8
RBLD First Trust Alerian US NextGen Infrastructure ETF 1.5 65 -24 4.2 +1.5
OAIM OneAscent International Equity ETF 1.5 95 -54 4.5 +1.8
SFYX SoFi Next 500 ETF 1.5 0 41 5.2 +2.5
FLEE Franklin FTSE Europe ETF 1.5 9 32 6.2 +3.5
IQSI IQ Candriam International Equity ETF 1.5 15 26 5.6 +2.8
VGK Vanguard FTSE Europe ETF 1.5 6 35 6.4 +3.6
BBEU JPMorgan BetaBuilders Europe ETF 1.5 9 32 6.2 +3.5
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.5 15 26 5.3 +2.6
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.5 35 6 8.4 +5.7
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.5 59 -18 5.4 +2.7
IEV iShares Europe ETF 1.5 67 -26 5.7 +3.0
DBEU Xtrackers MSCI Europe Hedged Equity ETF 1.5 46 -5 5.9 +3.2
IEUR iShares Core MSCI Europe ETF 1.5 11 30 6.3 +3.5
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 1.4 58 -17 7.0 +4.3
ABLS Abacus FCF Small Cap Leaders ETF 1.4 59 -18 5.7 +2.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.4 12 29 4.5 +1.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.4 39 2 4.3 +1.6
FENI Fidelity Enhanced International ETF 1.4 28 13 5.5 +2.8
TMFX Motley Fool Next Index ETF 1.4 50 -9 2.9 +0.2
UIVM VictoryShares International Value Momentum ETF 1.4 35 6 7.2 +4.5
DWMF WisdomTree International Multifactor Fund 1.4 38 3 6.2 +3.5
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 1.4 25 16 5.8 +3.1
IWN iShares Russell 2000 Value ETF 1.4 24 17 5.7 +3.0
PSCI Invesco S&P SmallCap Industrials ETF 1.4 29 12 4.6 +1.9
VTWV Vanguard Russell 2000 Value ETF 1.4 10 31 5.8 +3.0
ECOW Pacer Emerging Markets Cash Cows 100 ETF 1.3 70 -29 11.2 +8.5
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF 1.3 60 -19 7.5 +4.8
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.3 15 26 4.1 +1.4
FJP First Trust Japan AlphaDEX Fund 1.3 80 -39 6.8 +4.1
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.3 50 -9 5.5 +2.8
SPEU SPDR Portfolio Europe ETF 1.3 7 34 6.3 +3.6
VOLT Tema Electrification ETF 1.3 75 -34 2.9 +0.2
IQLT iShares MSCI Intl Quality Factor ETF 1.3 30 11 5.4 +2.6
FPWR First Trust EIP Power Solutions ETF 1.3 96 -55 4.5 +1.8
XMLV Invesco S&P MidCap Low Volatility ETF 1.3 25 16 6.7 +4.0
EMIF iShares Emerging Markets Infrastructure ETF 1.3 60 -19 2.9 +0.2
PSC Principal U.S. Small-Cap ETF 1.3 38 3 6.1 +3.4
JIVE JPMorgan International Value ETF 1.3 55 -14 9.2 +6.5
EDOG ALPS Emerging Sector Dividend Dogs ETF 1.3 60 -19 9.4 +6.7
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.3 35 6 6.2 +3.5
VYMI Vanguard International High Dividend Yield ETF 1.2 17 24 7.9 +5.1
FDRV Fidelity Electric Vehicles and Future Transportation ETF 1.2 39 2 -1.3 -4.0
FDWM Fidelity Women's Leadership ETF 1.2 59 -18 4.2 +1.5
TPIF Timothy Plan International ETF 1.2 62 -21 5.3 +2.6
IJT iShares S&P Small-Cap 600 Growth ETF 1.2 18 23 4.7 +2.0
GINN Goldman Sachs Innovate Equity ETF 1.2 52 -11 3.4 +0.7
LVHI Franklin International Low Volatility High Dividend Index ET 1.2 40 1 8.8 +6.1
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 1.2 29 12 4.3 +1.6
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.2 30 11 15.2 +12.5
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.2 35 6 8.1 +5.4
SIXS ETC 6 Meridian Small Cap Equity ETF 1.2 89 -48 8.4 +5.7
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.2 52 -11 5.6 +2.9
FXU First Trust Utilities AlphaDEX Fund 1.2 64 -23 5.2 +2.5
DIV Global X SuperDividend US ETF 1.2 45 -4 10.0 +7.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.2 64 -23 1.0 -1.8
DOL WisdomTree International LargeCap Dividend Fund 1.2 48 -7 5.9 +3.2
TAX Cambria Tax Aware ETF 1.2 49 -8 5.3 +2.5
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.1 60 -19 -0.9 -3.6
EPI WisdomTree India Earnings Fund 1.1 85 -44 4.4 +1.7
STXM Strive Mid-Cap ETF 1.1 18 23 5.5 +2.8
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 1.1 20 21 5.4 +2.7
EIS iShares MSCI Israel ETF 1.1 58 -17 6.1 +3.4
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 1.1 49 -8 6.0 +3.3
DWX SPDR S&P International Dividend ETF 1.1 45 -4 6.5 +3.8
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.1 30 11 6.0 +3.3
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 1.1 44 -3 9.2 +6.5
XJR iShares ESG Screened S&P Small-Cap ETF 1.1 12 29 6.6 +3.9
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.1 15 26 4.7 +2.0
EFA iShares MSCI EAFE ETF 1.1 35 6 5.7 +3.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.1 10 31 7.7 +5.0
FIVA Fidelity International Value Factor ETF 1.1 18 23 7.8 +5.1
QEFA SPDR MSCI EAFE StrategicFactors ETF 1.1 30 11 5.9 +3.2
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 1.1 39 2 5.6 +2.9
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 1.1 36 5 5.8 +3.1
HFXI IQ FTSE International Equity Currency Neutral ETF 1.1 20 21 5.9 +3.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.1 49 -8 4.3 +1.6
PDP Invesco Dorsey Wright Momentum ETF 1.1 62 -21 1.5 -1.2
VB Vanguard Small-Cap ETF 1.0 5 36 5.4 +2.6
EMMF WisdomTree Emerging Markets Multifactor Fund 1.0 48 -7 5.9 +3.2
AVSC Avantis U.S Small Cap Equity ETF 1.0 25 16 4.5 +1.8
VIDI Vident International Equity Strategy ETF 1.0 61 -20 8.9 +6.1
FDLS Inspire Fidelis Multi Factor ETF 1.0 76 -35 4.1 +1.3
BIBL Inspire 100 ETF 1.0 35 6 4.4 +1.7
REAI Intelligent Real Estate ETF 1.0 59 -18 14.6 +11.9
IJK iShares S&P Mid-Cap 400 Growth ETF 1.0 17 24 4.9 +2.2
IEFA iShares Core MSCI EAFE ETF 1.0 7 34 6.0 +3.3
SIXL ETC 6 Meridian Low Beta Equity ETF 1.0 80 -39 5.6 +2.9
GSID Goldman Sachs MarketBeta International Equity ETF 1.0 20 21 5.8 +3.1
CGIE Capital Group International Equity ETF 1.0 54 -13 4.4 +1.7
ICOW Pacer Developed Markets International Cash Cows 100 ETF 1.0 65 -24 9.4 +6.7
IJR iShares Core S&P Small Cap ETF 1.0 6 35 6.6 +3.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.0 4 37 5.2 +2.4
IDLV Invesco S&P International Developed Low Volatility ETF 1.0 25 16 6.0 +3.3
AVSD Avantis Responsible International Equity ETF 1.0 23 18 4.6 +1.9
DWM WisdomTree International Equity Fund 1.0 48 -7 6.2 +3.5
DFSI Dimensional International Sustainability Core 1 ETF 0.9 24 17 5.4 +2.7
BKSE BNY Mellon US Small Cap Core Equity ETF 0.9 4 37 5.2 +2.5
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.9 40 1 6.4 +3.7
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.9 35 6 5.7 +2.9
VIOO Vanguard S&P Small-Cap 600 ETF 0.9 7 34 6.6 +3.9
IMFL Invesco International Developed Dynamic Multifactor ETF 0.9 34 7 4.8 +2.1
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.9 15 26 4.9 +2.2
IDEV iShares Core MSCI International Developed Markets ETF 0.9 4 37 6.0 +3.3
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.9 3 38 6.7 +3.9
VAMO Cambria Value & Momentum ETF 0.9 61 -20 5.5 +2.7
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.9 25 16 6.3 +3.6
SCHF Schwab International Equity ETF 0.9 6 35 6.1 +3.4
VEA Vanguard FTSE Developed Markets ETF 0.9 3 38 6.0 +3.3
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.9 15 26 6.9 +4.2
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.9 24 17 6.2 +3.5
DEW WisdomTree Global High Dividend Fund 0.9 58 -17 7.2 +4.5
USMF WisdomTree U.S. Multifactor Fund 0.9 28 13 6.6 +3.9
LDEM iShares ESG MSCI EM Leaders ETF 0.9 17 24 11.3 +8.5
JOET Virtus Terranova US Quality Momentum ETF 0.9 29 12 4.4 +1.7
ROE Astoria US Quality Kings ETF 0.9 49 -8 5.7 +3.0
BKIE BNY Mellon International Equity ETF 0.9 4 37 6.0 +3.2
CIL VictoryShares International Volatility Wtd ETF 0.9 45 -4 5.6 +2.9
CWI SPDR MSCI ACWI ex-US ETF 0.9 30 11 6.4 +3.7
VXF Vanguard Extended Market ETF 0.9 5 36 4.1 +1.4
CHGX AXS Change Finance ESG ETF 0.9 49 -8 4.5 +1.8
FNDC Schwab Fundamental International Small Co. Index ETF 0.9 39 2 5.1 +2.4
FTHF First Trust Emerging Markets Human Flourishing ETF 0.9 75 -34 7.0 +4.3
QQQS Invesco NASDAQ Future Gen 200 ETF 0.9 20 21 -4.9 -7.6
FSZ First Trust Switzerland AlphaDEX Fund 0.9 80 -39 5.5 +2.8
SDIV Global X Superdividend ETF 0.9 58 -17 15.0 +12.3
ISMD Inspire Small/Mid Cap ETF 0.9 54 -13 4.6 +1.9
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.9 40 1 4.2 +1.5
EWO iShares MSCI Austria ETF 0.8 50 -9 7.6 +4.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.8 20 21 4.9 +2.2
SPDW SPDR Portfolio Developed World ex-US ETF 0.8 3 38 5.9 +3.2
DFAI Dimensional International Core Equity Market ETF 0.8 18 23 6.0 +3.2
IMCG iShares Morningstar Mid-Cap Growth ETF 0.8 6 35 3.8 +1.0
ENZL iShares MSCI New Zealand ETF 0.8 50 -9 3.4 +0.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.8 10 31 3.9 +1.1
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.8 10 31 3.9 +1.1
DISV Dimensional International Small Cap Value ETF 0.8 42 -1 7.7 +5.0
NUEM Nuveen ESG Emerging Markets Equity ETF 0.8 36 5 6.6 +3.9
AVDE Avantis International Equity ETF 0.8 23 18 6.2 +3.5
AVMC Avantis U.S. Mid Cap Equity ETF 0.8 18 23 5.9 +3.2
IJS iShares S&P Small-Cap 600 Value ETF 0.8 18 23 8.5 +5.7
VIS Vanguard Industrials ETF 0.8 9 32 3.7 +0.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.8 17 24 5.3 +2.5
ACWX iShares MSCI ACWI ex U.S. ETF 0.8 34 7 6.4 +3.7
BKF iShares MSCI BIC ETF 0.8 69 -28 12.0 +9.3
FTC First Trust Large Cap Growth AlphaDEX Fund 0.8 59 -18 1.7 -1.0
STXI Strive International Developed Markets ETF 0.8 29 12 5.6 +2.9
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.8 25 16 6.8 +4.1
CRTC Xtrackers US National Critical Technologies ETF 0.8 35 6 4.3 +1.6
CGV Conductor Global Equity Value ETF 0.8 130 -89 6.7 +4.0
DSMC Distillate Small/Mid Cash Flow ETF 0.8 55 -14 11.1 +8.4
IXUS iShares Core MSCI Total International Stock ETF 0.8 7 34 6.7 +3.9
VEU Vanguard FTSE All-World ex-US Index Fund 0.8 4 37 6.8 +4.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.8 29 12 6.9 +4.2
VXUS Vanguard Total International Stock ETF 0.8 5 36 6.7 +4.0
ISCG iShares Morningstar Small-Cap Growth ETF 0.8 6 35 2.6 -0.1
XC WisdomTree Emerging Markets Ex-China Fund 0.8 32 9 5.4 +2.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.8 24 17 7.2 +4.5
ARTY iShares Future AI & Tech ETF 0.8 47 -6 3.1 +0.4
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.8 41 0 7.0 +4.3
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.8 15 26 8.5 +5.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.8 24 17 6.5 +3.7
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.8 41 0 6.4 +3.7
FPX First Trust US Equity Opportunities ETF 0.8 61 -20 0.9 -1.8
TPSC Timothy Plan US Small Cap Core ETF 0.7 52 -11 6.1 +3.3
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.7 35 6 6.9 +4.1
DFIS Dimensional International Small Cap ETF 0.7 39 2 6.1 +3.4
PGJ Invesco Golden Dragon China ETF 0.7 70 -29 12.8 +10.1
GVAL Cambria Global Value ETF 0.7 68 -27 8.8 +6.1
XSLV Invesco S&P SmallCap Low Volatility ETF 0.7 25 16 7.4 +4.7
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.7 18 23 6.4 +3.7
XJH iShares ESG Screened S&P Mid-Cap ETF 0.7 12 29 6.2 +3.4
AVDS Avantis International Small Cap Equity ETF 0.7 30 11 5.8 +3.1
AFMC First Trust Active Factor Mid Cap ETF 0.7 65 -24 7.0 +4.3
FCA First Trust China AlphaDEX Fund 0.7 80 -39 8.3 +5.6
FIDI Fidelity International High Dividend ETF 0.7 18 23 7.1 +4.4
COLO Global X MSCI Colombia ETF 0.7 62 -21 16.2 +13.5
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.7 45 -4 7.2 +4.5
EQAL Invesco Russell 1000 Equal Weight ETF 0.7 20 21 6.3 +3.6
FNDF Schwab Fundamental International Large Co. Index ETF 0.7 25 16 7.9 +5.1
STXK Strive Small-Cap ETF 0.7 18 23 5.4 +2.6
PSCE Invesco S&P SmallCap Energy ETF 0.7 29 12 8.2 +5.5
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.7 80 -39 7.0 +4.3
INTF iShares International Equity Factor ETF 0.7 15 26 6.5 +3.7
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.7 30 11 7.4 +4.7
DFAS Dimensional U.S. Small Cap ETF 0.7 26 15 5.8 +3.1
JHMM John Hancock Multifactor Mid Cap ETF 0.7 42 -1 5.4 +2.7
FIDU Fidelity MSCI Industrial Index ETF 0.7 8 33 3.6 +0.9
SCHA Schwab U.S. Small-Cap ETF 0.7 4 37 5.0 +2.2
YNOT Horizon Digital Frontier ETF 0.7 75 -34 2.8 +0.0
DIM WisdomTree International MidCap Dividend Fund 0.7 58 -17 6.2 +3.5
MDY SPDR S&P Midcap 400 ETF Trust 0.7 24 17 6.1 +3.4
IJH iShares Core S&P Mid-Cap ETF 0.6 5 36 6.3 +3.6
ISCB iShares Morningstar Small-Cap ETF 0.6 4 37 5.2 +2.4
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.6 8 33 6.4 +3.7
JHMD John Hancock Multifactor Developed International ETF 0.6 39 2 6.4 +3.6
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF 0.6 35 6 12.9 +10.2
EES WisdomTree U.S. SmallCap Fund 0.6 38 3 7.6 +4.9
VPU Vanguard Utilities ETF 0.6 9 32 5.0 +2.3
XSMO Invesco S&P SmallCap Momentum ETF 0.6 39 2 3.8 +1.1
VLUE iShares MSCI USA Value Factor ETF 0.6 15 26 7.7 +5.0
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 0.6 75 -34 2.3 -0.4
ICAP InfraCap Equity Income Fund ETF 0.6 171 -130 3.9 +1.2
AIRR First Trust RBA American Industrial Renaissance ETF 0.6 70 -29 3.7 +1.0
FUTY Fidelity MSCI Utilities Index ETF 0.6 8 33 5.0 +2.3
SQLV Royce Quant Small-Cap Quality Value ETF 0.6 60 -19 8.3 +5.6
DEM WisdomTree Emerging Markets High Dividend Fund 0.6 63 -22 11.5 +8.8
SCHC Schwab International Small-Cap Equity ETF 0.6 11 30 6.6 +3.9
IVOO Vanguard S&P Mid-Cap 400 ETF 0.6 7 34 6.3 +3.6
ESGE iShares ESG Aware MSCI EM ETF 0.6 25 16 8.4 +5.7
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.6 3 38 6.3 +3.6
AFSM First Trust Active Factor Small Cap ETF 0.6 75 -34 6.6 +3.9
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 0.6 12 29 7.1 +4.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.6 60 -19 4.1 +1.4
BFOR ALPS Barron's 400 ETF 0.6 65 -24 5.0 +2.3
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 0.6 90 -49 4.4 +1.7
FCPI Fidelity Stocks for Inflation ETF 0.6 15 26 7.0 +4.2
SCHM Schwab U.S. Mid-Cap ETF 0.6 4 37 6.0 +3.3
AZTD Aztlan Global Stock Selection DM SMID ETF 0.6 75 -34 5.3 +2.5
OPTZ Optimize Strategy Index ETF 0.6 50 -9 4.2 +1.5
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.6 15 26 6.3 +3.6
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 0.6 80 -39 3.4 +0.7
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 0.6 40 1 6.1 +3.3
INDA iShares MSCI India ETF 0.6 65 -24 4.1 +1.4
SMLF iShares U.S. SmallCap Equity Factor ETF 0.6 15 26 5.4 +2.6
AVDV Avantis International Small Cap Value ETF 0.6 36 5 7.5 +4.7
QINT American Century Quality Diversified International ETF 0.6 39 2 6.1 +3.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.6 7 34 5.1 +2.3
ECNS iShares MSCI China Small-Cap ETF 0.6 59 -18 9.1 +6.3
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.6 25 16 6.1 +3.4
ESGG FlexShares STOXX Global ESG Select Index Fund 0.6 42 -1 4.7 +2.0
WCEO Hypatia Women CEO ETF 0.6 85 -44 2.9 +0.2
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 0.6 72 -31 -1.3 -4.0
ACWV iShares MSCI Global Min Vol Factor ETF 0.6 20 21 5.3 +2.5
IEUS iShares MSCI Europe Small-Cap ETF 0.6 42 -1 6.5 +3.8
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.6 30 11 6.5 +3.7
TTAI FCF International Quality ETF 0.6 59 -18 6.5 +3.8
GXC SPDR S & P China ETF 0.6 59 -18 14.9 +12.2
DFIC Dimensional International Core Equity 2 ETF 0.6 23 18 6.2 +3.5
RNEM First Trust Emerging Markets Equity Select ETF 0.6 75 -34 7.7 +5.0
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.6 15 26 6.5 +3.8
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.6 42 -1 8.4 +5.7
FDMO Fidelity Momentum Factor ETF 0.6 15 26 3.2 +0.5
FLIN Franklin FTSE India ETF 0.5 19 22 3.7 +1.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.5 15 26 6.7 +3.9
JHSC John Hancock Multifactor Small Cap ETF 0.5 42 -1 5.7 +3.0
ISCV iShares Morningstar Small Cap Value ETF 0.5 6 35 7.5 +4.7
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.5 53 -12 5.9 +3.2
KRMA Global X Conscious Companies ETF 0.5 43 -2 5.4 +2.7
ECON Columbia Emerging Markets Consumer ETF 0.5 49 -8 9.7 +7.0
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.5 39 2 6.7 +4.0
VFMO Vanguard U.S. Momentum Factor ETF 0.5 13 28 2.6 -0.1
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.5 38 3 7.4 +4.6
BUZZ VanEck Social Sentiment ETF 0.5 75 -34 -0.8 -3.5
JPIN J.P. Morgan Diversified Return International Equity ETF 0.5 37 4 7.0 +4.3
JSTC Adasina Social Justice All Cap Global ETF 0.5 89 -48 4.3 +1.6
KNO AXS Knowledge Leaders ETF 0.5 78 -37 4.9 +2.2
GVLU Gotham 1000 Value ETF 0.5 50 -9 8.1 +5.4
FNDA Schwab Fundamental US Small Co. Index ETF 0.5 25 16 6.6 +3.9
DFAE Dimensional Emerging Core Equity Market ETF 0.5 35 6 7.3 +4.6
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 0.5 80 -39 12.6 +9.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.5 39 2 8.3 +5.5
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.5 15 26 8.4 +5.7
DFNV Donoghue Forlines Innovation ETF 0.5 69 -28 4.3 +1.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.5 20 21 4.9 +2.2
JIRE JPMorgan International Research Enhanced Equity ETF 0.5 24 17 6.2 +3.5
DIVI Franklin International Core Dividend Tilt Index ETF 0.5 9 32 6.8 +4.0
JHEM John Hancock Multifactor Emerging Markets ETF 0.5 49 -8 8.1 +5.4
FLCH Franklin FTSE China ETF 0.5 19 22 14.8 +12.1
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.4 80 -39 8.9 +6.2
USMV iShares MSCI USA Min Vol Factor ETF 0.4 15 26 5.1 +2.3
EWL iShares MSCI Switzerland ETF 0.4 50 -9 5.0 +2.3
DTAN Sparkline International Intangible Value ETF 0.4 55 -14 7.3 +4.5
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.4 24 17 6.0 +3.3
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.4 45 -4 8.3 +5.6
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.4 32 9 5.2 +2.5
GLBL Pacer MSCI World Industry Advantage ETF 0.4 65 -24 3.7 +1.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.4 18 23 5.1 +2.3
DXUV Dimensional US Vector Equity ETF 0.4 28 13 5.2 +2.5
FNK First Trust Mid Cap Value AlphaDEX Fund 0.4 70 -29 9.1 +6.4
EFG iShares MSCI EAFE Growth ETF 0.4 36 5 3.7 +1.0
VWO Vanguard FTSE Emerging Markets ETF 0.4 7 34 9.1 +6.3
SCZ iShares MSCI EAFE Small-Cap ETF 0.4 40 1 6.1 +3.4
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.4 36 5 7.9 +5.1
PPIE Putnam PanAgora ESG International Equity ETF 0.4 49 -8 6.9 +4.2
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.4 30 11 8.0 +5.3
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.4 70 -29 6.6 +3.9
XCNY SPDR S&P Emerging Markets ex-China ETF 0.4 15 26 6.2 +3.4
EPP iShares MSCI Pacific ex-Japan ETF 0.4 47 -6 4.8 +2.0
EWJV iShares MSCI Japan Value ETF 0.4 15 26 7.1 +4.3
AVMV Avantis U.S. Mid Cap Value ETF 0.4 20 21 7.4 +4.7
AVES Avantis Emerging Markets Value ETF 0.4 36 5 9.3 +6.5
FSMD Fidelity Small-Mid Multifactor ETF 0.4 15 26 6.1 +3.4
EWX SPDR S&P Emerging Markets Small Cap ETF 0.4 65 -24 7.1 +4.4
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.4 55 -14 3.5 +0.8
QWLD SPDR MSCI World StrategicFactors ETF 0.4 30 11 5.1 +2.4
IMCB iShares Morningstar Mid-Cap ETF 0.4 4 37 5.6 +2.9
EMXC iShares MSCI Emerging Markets ex China ETF 0.4 25 16 5.6 +2.9
PXH Invesco FTSE RAFI Emerging Markets ETF 0.4 49 -8 13.3 +10.6
DXIV Dimensional International Vector Equity ETF 0.4 34 7 6.5 +3.7
FEX First Trust Large Cap Core AlphaDEX Fund 0.4 59 -18 5.0 +2.3
DMXF iShares ESG Advanced MSCI EAFE ETF 0.4 12 29 5.0 +2.3
DON WisdomTree U.S. MidCap Dividend Fund 0.4 38 3 8.0 +5.3
IVLU iShares MSCI Intl Value Factor ETF 0.4 30 11 8.4 +5.6
BKEM BNY Mellon Emerging Markets Equity ETF 0.4 11 30 7.8 +5.1
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.4 59 -18 7.3 +4.6
DFSV Dimensional US Small Cap Value ETF 0.4 31 10 8.8 +6.1
EEM iShares MSCI Emerging Markets ETF 0.4 69 -28 8.0 +5.2
EMGF iShares Emerging Markets Equity Factor ETF 0.4 25 16 9.3 +6.6
IEMG iShares Core MSCI Emerging Markets ETF 0.4 9 32 8.4 +5.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.4 9 32 5.6 +2.8
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.4 66 -25 7.6 +4.9
INEQ Columbia International Equity Income ETF 0.4 45 -4 7.2 +4.4
EMXF iShares ESG Advanced MSCI EM ETF 0.4 16 25 7.0 +4.3
GWX SPDR S&P International Small Cap ETF 0.4 40 1 5.8 +3.1
VT Vanguard Total World Stock ETF 0.4 6 35 5.2 +2.4
SIZE iShares MSCI USA Size Factor ETF 0.4 15 26 5.6 +2.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.4 58 -17 5.1 +2.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.4 9 32 3.6 +0.8
EUSA iShares MSCI USA Equal Weighted ETF 0.4 9 32 5.6 +2.9
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.4 29 12 6.6 +3.9
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.4 52 -11 4.9 +2.2
MCHI iShares MSCI China ETF 0.3 59 -18 16.1 +13.4
IEO iShares U.S. Oil & Gas Exploration & Production ETF 0.3 40 1 11.5 +8.8
TOK iShares MSCI Kokusai ETF 0.3 26 15 4.4 +1.7
URTH iShares MSCI World ETF 0.3 24 17 4.5 +1.8
VSGX Vanguard ESG International Stock ETF 0.3 10 31 6.6 +3.9
IWC iShares Micro-Cap ETF 0.3 60 -19 -1.3 -4.0
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.3 50 -9 8.9 +6.2
AVIV Avantis International Large Cap Value ETF 0.3 25 16 7.2 +4.5
JADE JPMorgan Active Developing Markets Equity ETF 0.3 65 -24 6.3 +3.6
PTL Inspire 500 ETF 0.3 9 32 4.8 +2.1
KOKU Xtrackers MSCI Kokusai Equity ETF 0.3 9 32 4.6 +1.9
ACWI iShares MSCI ACWI ETF 0.3 32 9 4.8 +2.1
FTEC Fidelity MSCI Information Technology Index ETF 0.3 8 33 3.5 +0.8
GMF SPDR S&P Emerging Asia Pacific ETF 0.3 49 -8 8.5 +5.8
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.3 39 2 14.1 +11.4
VOT Vanguard Mid-Cap Growth ETF 0.3 7 34 3.2 +0.5
SCHE Schwab Emerging Markets Equity ETF 0.3 11 30 9.5 +6.8
AVSE Avantis Responsible Emerging Markets Equity ETF 0.3 33 8 6.8 +4.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 32 4.9 +2.2
VGT Vanguard Information Technology ETF 0.3 9 32 3.5 +0.8
SPEM SPDR Portfolio Emerging Markets ETF 0.3 7 34 9.2 +6.5
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.3 60 -19 5.0 +2.2
EXI iShares Global Industrials ETF 0.3 42 -1 3.6 +0.9
AVLV Avantis U.S. Large Cap Value ETF 0.3 15 26 6.4 +3.7
KSTR KraneShares SSE STAR Market 50 Index ETF 0.3 89 -48 0.7 -2.1
EZM WisdomTree U.S. MidCap Fund 0.3 38 3 7.6 +4.9
KLMT Invesco MSCI Global Climate 500 ETF 0.3 10 31 5.0 +2.3
IJJ iShares S&P Mid-Cap 400 Value ETF 0.3 18 23 7.5 +4.8
PXI Invesco Dorsey Wright Energy Momentum ETF 0.3 60 -19 5.7 +3.0
WDNA WisdomTree BioRevolution Fund 0.3 45 -4 -2.0 -4.7
FFOX FundX Future Fund Opportunities ETF 0.3 100 -59 2.8 +0.1
TUR iShares MSCI Turkey ETF 0.3 58 -17 11.1 +8.4
SMIN iShares MSCI India Small Cap ETF 0.3 79 -38 3.5 +0.8
EIPX FT Energy Income Partners Strategy ETF 0.3 95 -54 6.8 +4.1
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.3 32 9 7.0 +4.3
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.3 15 26 7.6 +4.8
ASHS Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF 0.3 65 -24 4.0 +1.3
AVEM Avantis Emerging Markets Equity ETF 0.3 33 8 7.1 +4.4
DFAC Dimensional U.S. Core Equity 2 ETF 0.3 17 24 4.8 +2.1
IWS iShares Russell Mid-Cap Value ETF 0.3 23 18 6.3 +3.5
FLAX Franklin FTSE Asia Ex Japan ETF 0.3 19 22 7.4 +4.7
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.3 47 -6 7.8 +5.1
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.3 33 8 6.6 +3.9
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.3 25 16 5.5 +2.8
DFUV Dimensional US Marketwide Value ETF 0.3 22 19 6.3 +3.6
EEMA iShares MSCI Emerging Markets Asia ETF 0.3 49 -8 7.9 +5.1
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.3 20 21 5.8 +3.0
VBR Vanguard Small Cap Value ETF 0.3 7 34 7.8 +5.1
ITAN Sparkline Intangible Value ETF 0.3 50 -9 5.8 +3.0
BBJP JPMorgan BetaBuilders Japan ETF 0.3 19 22 5.7 +3.0
IWR iShares Russell Midcap ETF 0.2 19 22 5.5 +2.8
MTUM iShares MSCI USA Momentum Factor ETF 0.2 15 26 2.8 +0.1
CFA VictoryShares US 500 Volatility Wtd ETF 0.2 35 6 5.3 +2.6
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.2 40 1 5.2 +2.5
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.2 42 -1 5.8 +3.1
GLOF iShares Global Equity Factor ETF 0.2 20 21 6.0 +3.2
PIN Invesco India ETF 0.2 78 -37 4.7 +2.0
WOMN Impact Shares YWCA Women's Empowerment ETF 0.2 75 -34 5.0 +2.3
JPXN iShares JPX-Nikkei 400 ETF 0.2 48 -7 5.6 +2.9
EGUS iShares ESG Aware MSCI USA Growth ETF 0.2 18 23 3.2 +0.5
USXF iShares ESG Advanced MSCI USA ETF 0.2 10 31 4.2 +1.4
AVSU Avantis Responsible U.S. Equity ETF 0.2 15 26 5.1 +2.4
VPL Vanguard FTSE Pacific ETF 0.2 7 34 5.6 +2.8
AVUS Avantis U.S. Equity ETF 0.2 15 26 5.0 +2.3
RSP Invesco S&P 500 Equal Weight ETF 0.2 20 21 5.9 +3.2
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.2 47 -6 4.9 +2.2
DFLV Dimensional US Large Cap Value ETF 0.2 22 19 6.4 +3.7
XLK The Technology Select Sector SPDR Fund 0.2 8 33 3.9 +1.1
GEW Cambria Global EW ETF 0.2 29 12 5.4 +2.7
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.2 70 -29 7.2 +4.4
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 13 8.5 +5.8
DCOR Dimensional US Core Equity 1 ETF 0.2 14 27 4.7 +2.0
IPAC iShares Core MSCI Pacific ETF 0.2 9 32 5.5 +2.8
FLJP Franklin FTSE Japan ETF 0.2 9 32 5.4 +2.7
FLSW Franklin FTSE Switzerland ETF 0.2 9 32 5.4 +2.6
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 0.2 19 22 4.9 +2.2
EWJ iShares MSCI Japan ETF 0.2 50 -9 5.1 +2.4
DEUS Xtrackers Russell US Multifactor ETF 0.2 17 24 5.9 +3.2
SSPY Syntax Stratified LargeCap ETF 0.2 30 11 5.9 +3.2
FLJH Franklin FTSE Japan Hedged ETF 0.2 9 32 5.4 +2.7
FBCG Fidelity Blue Chip Growth ETF 0.2 59 -18 2.4 -0.3
IGM iShares Expanded Tech Sector ETF 0.2 41 0 3.2 +0.5
SCHV Schwab U.S. Large-Cap Value ETF 0.2 4 37 5.8 +3.1
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 2 8.1 +5.4
FMDE Fidelity Enhanced Mid Cap ETF 0.2 23 18 5.3 +2.6
ONEQ Fidelity Nasdaq Composite Index ETF 0.2 21 20 3.3 +0.5
ISCF iShares International SmallCap Equity Factor ETF 0.2 23 18 7.3 +4.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.2 10 31 5.1 +2.4
ILCG iShares Morningstar Growth ETF 0.2 4 37 3.2 +0.5
JVAL JPMorgan U.S. Value Factor ETF 0.2 12 29 7.0 +4.2
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 0.2 88 -47 7.2 +4.5
DFIV Dimensional International Value ETF 0.2 27 14 7.8 +5.0
DFSU Dimensional US Sustainability Core 1 ETF 0.2 18 23 4.7 +1.9
IDU iShares U.S. Utilities ETF 0.2 40 1 4.5 +1.8
DFEV Dimensional Emerging Markets Value ETF 0.2 43 -2 10.1 +7.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.2 25 16 5.4 +2.6
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 16 8.3 +5.6
NACP Impact Shares NAACP Minority Empowerment ETF 0.2 49 -8 4.1 +1.4
SCHY Schwab International Dividend Equity ETF 0.2 14 27 8.2 +5.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.2 25 16 4.8 +2.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.2 80 -39 6.6 +3.9
ROAM Hartford Multifactor Emerging Markets ETF 0.2 44 -3 10.0 +7.3
FLKR Franklin FTSE South Korea ETF 0.2 9 32 5.2 +2.5
TTAC FCF US Quality ETF 0.2 59 -18 5.0 +2.3
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.2 15 26 5.0 +2.3
XOEF iShares S&P 500 ex S&P 100 ETF 0.2 20 21 4.9 +2.2
CNXT VanEck ChiNext ETF 0.2 65 -24 3.0 +0.3
ESGV Vanguard ESG U.S. Stock ETF 0.2 9 32 4.3 +1.6
DFAU Dimensional US Core Equity Market ETF 0.2 12 29 4.4 +1.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.2 14 27 4.4 +1.6
STXG Strive 1000 Growth ETF 0.2 18 23 3.3 +0.6
HDUS Hartford Disciplined US Equity ETF 0.2 19 22 5.1 +2.4
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.2 19 22 5.1 +2.4
VDE Vanguard Energy ETF 0.1 9 32 7.5 +4.8
IWP iShares Russell Mid-Cap Growth ETF 0.1 23 18 2.8 +0.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.1 3 38 4.3 +1.6
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.1 12 29 6.4 +3.7
STXE Strive Emerging Markets Ex-China ETF 0.1 32 9 5.9 +3.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.1 18 23 6.8 +4.1
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.1 33 8 8.0 +5.3
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.1 32 9 11.9 +9.2
TCHI iShares MSCI China Multisector Tech ETF 0.1 59 -18 15.9 +13.2
THD iShares MSCI Thailand ETF 0.1 58 -17 0.0 -2.7
DFUS Dimensional U.S. Equity ETF 0.1 9 32 4.3 +1.5
VEGN US Vegan Climate ETF 0.1 60 -19 4.1 +1.3
IWV iShares Russell 3000 ETF 0.1 20 21 4.2 +1.5
VTI Vanguard Total Stock Market ETF 0.1 3 38 4.3 +1.6
VTHR Vanguard Russell 3000 ETF 0.1 7 34 4.3 +1.6
XMAG Defiance Large Cap ex-Mag 7 ETF 0.1 35 6 4.6 +1.9
VO Vanguard Mid-Cap ETF 0.1 4 37 5.4 +2.7
FYC First Trust Small Cap Growth AlphaDEX Fund 0.1 71 -30 -1.3 -4.1
XCEM Columbia EM Core ex-China ETF 0.1 16 25 6.3 +3.6
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.1 49 -8 10.1 +7.4
EPS WisdomTree U.S. LargeCap Fund 0.1 8 33 5.1 +2.4
FAB First Trust Multi Cap Value AlphaDEX Fund 0.1 67 -26 8.4 +5.7
IXN iShares Global Tech ETF 0.1 41 0 3.1 +0.3
IUSG iShares Core S&P U.S. Growth ETF 0.1 4 37 3.6 +0.8
SCHB Schwab U.S. Broad Market ETF 0.1 3 38 4.4 +1.7
VFQY Vanguard U.S. Quality Factor ETF 0.1 13 28 5.4 +2.7
GVUS Marketbeta Russell 1000 Value Equity ETF 0.1 12 29 5.7 +3.0
SFY SoFi Select 500 ETF 0.1 0 41 4.0 +1.3
DIHP Dimensional International High Profitability ETF 0.1 29 12 5.7 +3.0
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.1 15 26 4.3 +1.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 30 4.4 +1.6
GXPT Global X PureCap MSCI Information Technology ETF 0.1 25 16 3.7 +0.9
DEHP Dimensional Emerging Markets High Profitability ETF 0.1 41 0 5.2 +2.5
EEMO Invesco S&P Emerging Markets Momentum ETF 0.1 29 12 7.0 +4.3
SCHK Schwab 1000 Index ETF 0.1 5 36 4.4 +1.7
IDHQ Invesco S&P International Developed High Quality ETF 0.1 29 12 5.3 +2.6
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.1 35 6 11.5 +8.7
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.1 58 -17 8.2 +5.5
EBI Longview Advantage ETF 0.1 35 6 5.7 +3.0
JHML John Hancock Multifactor Large Cap ETF 0.1 29 12 4.7 +2.0
AVUQ Avantis U.S. Quality ETF 0.1 15 26 3.7 +1.0
DSI iShares MSCI KLD 400 Social ETF 0.1 25 16 4.3 +1.5
DFVX Dimensional US Large Cap Vector ETF 0.1 22 19 5.3 +2.6
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.1 12 29 3.5 +0.8
SMMD iShares Russell 2500 ETF 0.1 15 26 5.9 +3.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.1 9 32 4.8 +2.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.1 29 12 5.5 +2.8
ESGU iShares ESG Aware MSCI USA ETF 0.1 15 26 4.3 +1.6
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.1 20 21 4.7 +2.0
HLAL Wahed FTSE USA Shariah ETF 0.1 50 -9 4.0 +1.2
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.1 3 38 4.5 +1.8
ILCB iShares Morningstar U.S. Equity ETF 0.1 3 38 4.3 +1.6
TOV JLens 500 Jewish Advocacy U.S. ETF 0.1 18 23 4.1 +1.4
SCHX Schwab U.S. Large-Cap ETF 0.1 3 38 4.4 +1.7
THRO iShares U.S. Thematic Rotation Active ETF 0.1 90 -49 3.2 +0.5
IWD iShares Russell 1000 Value ETF 0.1 19 22 5.5 +2.8
VONV Vanguard Russell 1000 Value ETF 0.1 7 34 5.7 +3.0
EVUS iShares ESG Aware MSCI USA Value ETF 0.1 18 23 5.6 +2.8
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.1 20 21 8.8 +6.1
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.1 4 37 3.5 +0.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.1 2 39 4.4 +1.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.1 19 22 5.3 +2.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.1 10 31 4.3 +1.6
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 13 3.6 +0.9
IVW iShares S&P 500 Growth ETF 0.1 18 23 3.3 +0.6
FENY Fidelity MSCI Energy Index ETF 0.1 8 33 7.5 +4.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.1 45 -4 3.7 +1.0
SUSL iShares ESG MSCI USA Leaders ETF 0.1 10 31 4.3 +1.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.1 10 31 4.8 +2.1
EWC iShares MSCI Canada ETF 0.1 50 -9 5.3 +2.6
VUG Vanguard Growth ETF 0.1 4 37 3.6 +0.8
IYY iShares Dow Jones U.S. ETF 0.1 20 21 4.2 +1.5
VOTE TCW Transform 500 ETF 0.1 5 36 4.4 +1.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.1 75 -34 3.4 +0.7
STXV Strive 1000 Value ETF 0.1 18 23 6.9 +4.2
PRF Invesco FTSE RAFI US 1000 ETF 0.1 39 2 5.8 +3.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 21 4.5 +1.7
SPXN ProShares S&P 500 Ex-Financials ETF 0.1 9 32 4.2 +1.5
FNDB Schwab Fundamental US Broad Market Index ETF 0.1 25 16 6.3 +3.6
PRXG Praxis Impact Large Cap Growth ETF 0.1 36 5 3.1 +0.3
CQQQ Invesco China Technology ETF 0.1 70 -29 13.5 +10.8
TOPC iShares S&P 500 3% Capped ETF 0.1 15 26 4.5 +1.8
BKLC BNY Mellon US Large Cap Core Equity ETF 0.1 0 41 4.4 +1.7
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 32 4.2 +1.5
SPXV ProShares S&P 500 Ex-Health Care ETF 0.1 9 32 4.2 +1.4
CATH Global X S&P 500 Catholic Values Custom ETF 0.1 29 12 4.1 +1.4
VONE Vanguard Russell 1000 ETF 0.1 7 34 4.4 +1.7
IWB iShares Russell 1000 ETF 0.0 15 26 4.3 +1.6
XVV iShares ESG Screened S&P 500 ETF 0.0 8 33 4.3 +1.6
QVML Invesco S&P 500 QVM Multi-factor ETF 0.0 11 30 4.5 +1.8
DSPY Tema S&P 500 Historical Weight ETF 0.0 18 23 4.5 +1.8
APUE ActivePassive U.S. Equity ETF 0.0 45 -4 4.0 +1.3
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.0 20 21 4.1 +1.4
VOOV Vanguard S&P 500 Value ETF 0.0 7 34 5.5 +2.8
IVV iShares Core S&P 500 ETF 0.0 3 38 4.4 +1.6
SPY SPDR S&P 500 ETF 0.0 9 32 4.3 +1.6
SPYM State Street SPDR Portfolio S&P 500 ETF 0.0 2 39 4.4 +1.7
VOO Vanguard S&P 500 ETF 0.0 3 38 4.4 +1.7
PICK iShares MSCI Global Metals & Mining Producers ETF 0.0 39 2 8.5 +5.8
VOOG Vanguard S&P 500 Growth ETF 0.0 7 34 3.5 +0.8
INRO iShares U.S. Industry Rotation Active ETF 0.0 42 -1 4.1 +1.4
EMLP First Trust North American Energy Infrastructure Fund 0.0 95 -54 5.3 +2.6
PBUS Invesco MSCI USA ETF 0.0 4 37 4.3 +1.6
MODL VictoryShares WestEnd U.S. Sector ETF 0.0 42 -1 4.1 +1.4
CHRI Global X S&P 500 Christian Values ETF 0.0 29 12 4.1 +1.4
RVRB Reverb ETF 0.0 30 11 4.1 +1.4
IUS Invesco RAFI Strategic US ETF 0.0 19 22 5.9 +3.2
STRV Strive 500 ETF 0.0 5 36 4.3 +1.5
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.0 20 21 7.1 +4.4
PKW Invesco Buyback Achievers ETF 0.0 62 -21 7.1 +4.4
VFMV Vanguard U.S. Minimum Volatility ETF 0.0 13 28 5.2 +2.5
GXLC Global X U.S. 500 ETF 0.0 2 39 4.3 +1.6
REVS Columbia Research Enhanced Value ETF 0.0 19 22 6.8 +4.1
AVIE Avantis  Inflation Focused Equity ETF 0.0 25 16 6.0 +3.3
RWL Invesco S&P 500 Revenue ETF 0.0 39 2 5.9 +3.2
FNDX Schwab Fundamental US Large Co. Index ETF 0.0 25 16 6.3 +3.6
VV Vanguard Large-Cap ETF 0.0 4 37 4.3 +1.6
VFVA Vanguard U.S. Value Factor ETF 0.0 13 28 9.2 +6.5
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.0 12 29 3.9 +1.2
RECS Columbia Research Enhanced Core ETF 0.0 15 26 5.2 +2.5
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.0 25 16 4.3 +1.6
IUSV iShares Core S&P US Value ETF 0.0 4 37 5.7 +2.9
IWF iShares Russell 1000 Growth ETF 0.0 19 22 3.5 +0.7
VONG Vanguard Russell 1000 Growth ETF 0.0 7 34 3.7 +1.0
DIVB iShares Core Dividend ETF 0.0 5 36 7.2 +4.4
GSPY Gotham Enhanced 500 ETF 0.0 50 -9 4.6 +1.8
VYM Vanguard High Dividend Yield Index ETF 0.0 6 35 6.1 +3.4
VSLU Applied Finance Valuation Large Cap ETF 0.0 49 -8 4.8 +2.1
DTD WisdomTree U.S. Total Dividend Fund 0.0 28 13 5.5 +2.8
TRUT VanEck Technology TruSector ETF 0.0 13 28 4.0 +1.3

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:		 iShares Global Clean Energy 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 5.6 %
Divided by: Fwd. P/BV 1.8 x
Less: Expense ratio 41 bp
Equals: ALTAR Score 2.7 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.64 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.