Global X SuperDividend REIT ETF
ALTAR
Score™		 12.6% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 8.7x P/Sales
ratio		 5.5x
P/BV
ratio		 1.0x Div.
yield		 8.3%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
Global X SuperDividend REIT ETF is an exchange-traded fund incorporated in the USA. The Fund seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Solactive Global SuperDividend? REIT Index.

FUND BASICS
Category US Equities
Fund Sponsor Global X ETFs/USA
Website www.globalxfunds.com
Inception date Mar 16, 2015
Assets (mns) $227
Currency USD
Expense ratio 59 bp
Distributions Monthly

FUND STRUCTURE
Regulation Open-End Investment Company
Custodian Brown Brothers Harriman & Co
Weighting Equal
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 30
Wgt avg mkt cap (mns) $5,012
Large cap (>$10bn) 20.8%
Mid cap ($2-10bn) 46.4%
Small cap (<$2bn) 32.8%
Developed mkts 96.6%
Emerging mkts 3.4%

TOP TEN HOLDINGS
SILA REALTY TRUST INC 4.3 %
APPLE HOSPITALITY REIT INC 4.0 %
HEALTHCARE REALTY TRUST INC 3.9 %
GETTY REALTY CORP 3.7 %
APOLLO COMMERCIAL REAL ESTAT 3.7 %
BROADSTONE NET LEASE, INC. 3.7 %
OMEGA HEALTHCARE INVESTORS 3.6 %
EPR PROPERTIES 3.6 %
SABRA HEALTH CARE REIT INC 3.6 %
GAMING AND LEISURE PROPERTIE 3.5 %
Total 37.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 84.3 %
BRITAIN 6.2 %
FRANCE 3.2 %
BELGIUM 3.2 %
SINGAPORE 3.1 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
6.2% 17.6% 2.0% 1.5% 1.7%

Market Correlations
versus... Beta R-squared
S&P500 0.44 21%
MSCI EAFE 0.45 36%
MSCI Emg. Mkts. 0.27 23%

Technical Indicators
Recent close $22.11
30d moving avg. $22.31
Annualized volatility 16.5%
Short interest (ETF) 0.5%
Short interest (Underlying) 4.9%
Relative strength (RSI) 51

Liquidity measures
Avg. volume (thou.) 36
Turnover 0.4%
Bid/Ask (% of price) 0.71%
ADV underlying (mns) $741

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 444 potential alternatives to the Global X SuperDividend REIT ETF ETF based on the alternatives' overlap in portfolio holdings with SRET. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: SRET Expense: 59 bp ALTAR Score™: 12.6%


ALTERNATIVE ETFs BASED ON OVERLAP WITH SRET
Ticker Fund
Name		 Overlap1
vs SRET
(%)		 Expense
ratio
(bp)		 Savings
vs SRET
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs SRET
(%)
RIET Hoya Capital High Dividend Yield ETF 26.8 50 9 13.6 +1.0
REM iShares Mortgage Real Estate ETF 25.4 48 11 19.8 +7.2
NETL NETLease Corporate Real Estate ETF 17.7 60 -1 7.4 -5.2
KBWY Invesco KBW Premium Yield Equity REIT ETF 14.6 35 24 8.6 -4.1
BLDG Cambria Global Real Estate ETF 13.3 60 -1 11.1 -1.5
RDOG ALPS REIT Dividend Dogs ETF 12.9 35 24 11.6 -1.1
SDIV Global X Superdividend ETF 12.4 58 1 13.8 +1.2
BEDZ AdvisorShares Hotel ETF 10.8 100 -41 5.0 -7.6
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 9.3 80 -21 6.9 -5.8
BYRE Principal Real Estate Active Opportunities ETF 8.9 65 -6 6.9 -5.8
GQRE FlexShares Global Quality Real Estate Index Fund 8.0 45 14 7.3 -5.4
DIV Global X SuperDividend US ETF 8.0 45 14 9.8 -2.9
USRT iShares Core U.S. REIT ETF 7.0 8 51 6.9 -5.8
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 6.8 11 48 7.0 -5.7
FRI First Trust S&P REIT Index Fund 6.8 50 9 6.4 -6.2
VICE AdvisorShares Vice ETF 6.8 99 -40 5.8 -6.8
IYR iShares U.S. Real Estate ETF 6.6 40 19 6.8 -5.8
XMLV Invesco S&P MidCap Low Volatility ETF 6.6 25 34 6.9 -5.7
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 6.5 60 -1 4.6 -8.0
DFAR Dimensional US Real Estate ETF 6.5 19 40 7.1 -5.6
PPTY US Diversified Real Estate ETF 6.0 53 6 7.4 -5.3
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 5.9 60 -1 4.4 -8.3
SCHH Schwab U.S. REIT ETF 5.8 7 52 7.1 -5.5
KBWD Invesco KBW High Dividend Yield Financial ETF 5.8 384 -325 17.5 +4.9
XSLV Invesco S&P SmallCap Low Volatility ETF 5.7 25 34 7.4 -5.2
PSR Invesco Active U.S. Real Estate Fund 5.6 35 24 6.9 -5.8
REET iShares Global REIT ETF 5.5 14 45 7.0 -5.7
FREL Fidelity MSCI Real Estate Index ETF 5.4 8 51 6.9 -5.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 5.3 25 34 7.7 -4.9
AVRE Avantis Real Estate ETF 5.2 17 42 6.8 -5.9
DFGR Dimensional Global Real Estate ETF 5.2 22 37 7.0 -5.7
WDIV SPDR S&P Global Dividend ETF 5.1 40 19 9.1 -3.6
VNQ Vanguard Real Estate ETF 5.1 13 46 6.7 -6.0
DIVE Dana Concentrated Dividend ETF 5.1 65 -6 6.9 -5.8
FXO First Trust Financials AlphaDEX Fund 5.0 62 -3 8.3 -4.3
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 4.8 30 29 13.7 +1.1
REZ iShares Residential and Multisector Real Estate ETF 4.7 48 11 6.0 -6.7
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 4.6 20 39 5.8 -6.9
VRAI Virtus Real Asset Income ETF 4.4 55 4 8.3 -4.4
IQRA IQ CBRE Real Assets ETF 4.4 65 -6 5.9 -6.8
ERET iShares Environmentally Aware Real Estate ETF 4.4 30 29 6.9 -5.8
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 4.1 12 47 3.4 -9.2
JHDV John Hancock U.S. High Dividend ETF 3.9 34 25 5.9 -6.8
RWX SPDR Dow Jones International Real Estate ETF 3.9 59 0 7.4 -5.2
SIXL ETC 6 Meridian Low Beta Equity ETF 3.8 80 -21 6.0 -6.6
JPRE JPMorgan Realty Income ETF 3.7 50 9 6.8 -5.9
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 3.5 27 32 6.5 -6.1
INDS Pacer Industrial Real Estate ETF 3.5 55 4 6.2 -6.5
HOMZ Hoya Capital Housing ETF 3.4 30 29 10.4 -2.2
AFMC First Trust Active Factor Mid Cap ETF 3.4 65 -6 7.0 -5.7
XLRE Real Estate Select Sector SPDR 3.3 8 51 7.0 -5.6
DESK VanEck Office and Commercial REIT ETF 3.2 50 9 13.8 +1.1
REAI Intelligent Real Estate ETF 3.2 59 0 5.6 -7.1
ICF iShares Cohen & Steers REIT ETF 3.2 33 26 7.0 -5.6
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 3.2 40 19 7.4 -5.2
RWR State Street SPDR Dow Jones REIT ETF 3.2 25 34 6.6 -6.0
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 3.2 60 -1 5.4 -7.2
CVY Invesco Zacks Multi-Asset Income ETF 3.1 106 -47 10.0 -2.6
JRE Janus Henderson U.S. Real Estate ETF 3.1 65 -6 5.8 -6.9
KONG Formidable Fortress ETF 3.1 89 -30 5.2 -7.4
RWO SPDR Dow Jones Global Real Estate ETF 3.0 50 9 6.3 -6.3
PSCF Invesco S&P SmallCap Financials ETF 3.0 29 30 8.5 -4.1
FSCS First Trust SMID Capital Strength ETF 3.0 60 -1 7.1 -5.5
FYT First Trust Small Cap Value AlphaDEX Fund 2.8 73 -14 9.9 -2.7
TBG TBG Dividend Focus ETF 2.8 59 0 6.2 -6.5
NURE Nuveen Short-Term REIT ETF 2.7 35 24 6.8 -5.9
FNK First Trust Mid Cap Value AlphaDEX Fund 2.7 70 -11 9.7 -2.9
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.7 60 -1 6.2 -6.5
GLRY Inspire Faithward Mid Cap Momentum ETF 2.6 80 -21 3.8 -8.9
AUSF Global X Adaptive U.S. Factor ETF 2.6 27 32 8.1 -4.5
FDVV Fidelity High Dividend ETF 2.5 15 44 6.6 -6.0
JPSV JPMorgan Active Small Cap Value ETF 2.5 74 -15 7.5 -5.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.5 24 35 7.1 -5.5
IFGL iShares International Developed Real Estate ETF 2.4 48 11 7.5 -5.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.4 18 41 6.9 -5.8
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.3 35 24 6.3 -6.3
ISCV iShares Morningstar Small Cap Value ETF 2.3 6 53 7.8 -4.8
FAB First Trust Multi Cap Value AlphaDEX Fund 2.3 67 -8 8.7 -4.0
XMVM Invesco S&P MidCap Value with Momentum ETF 2.2 39 20 7.5 -5.2
ONEY State Street SPDR Russell 1000 Yield Focus ETF 2.2 20 39 8.6 -4.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.2 29 30 6.4 -6.2
SIXS ETC 6 Meridian Small Cap Equity ETF 2.2 89 -30 8.1 -4.6
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 2.1 30 29 8.8 -3.8
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 2.1 56 3 6.8 -5.8
FCPI Fidelity Stocks for Inflation ETF 2.1 15 44 5.9 -6.8
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.1 70 -11 4.7 -7.9
FLRG Fidelity U.S. Multifactor ETF 2.1 15 44 5.8 -6.8
EFAS Global X MSCI SuperDividend EAFE ETF 2.1 57 2 7.3 -5.3
WTRE WisdomTree New Economy Real Estate Fund 2.1 58 1 -0.3 -13.0
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 2.0 12 47 5.6 -7.0
RNMC First Trust Mid Cap US Equity Select ETF 2.0 60 -1 6.6 -6.0
SLYV State Street SPDR S&P 600 Small Cap Value ETF 2.0 15 44 9.0 -3.7
EWUS iShares MSCI United Kingdom Small Cap ETF 2.0 59 0 7.4 -5.3
IJS iShares S&P Small-Cap 600 Value ETF 2.0 18 41 8.9 -3.8
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.0 10 49 9.0 -3.7
STXK Strive Small-Cap ETF 1.9 18 41 5.2 -7.4
XMMO Invesco S&P MidCap Momentum ETF 1.9 34 25 3.3 -9.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.9 60 -1 6.6 -6.0
WTV WisdomTree US Value ETF 1.9 12 47 7.7 -4.9
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.8 29 30 6.7 -6.0
VFMV Vanguard U.S. Minimum Volatility ETF 1.8 13 46 5.7 -6.9
FTA First Trust Large Cap Value AlphaDEX Fund 1.8 59 0 7.6 -5.0
VBR Vanguard Small Cap Value ETF 1.8 7 52 7.9 -4.8
HDUS Hartford Disciplined US Equity ETF 1.8 19 40 4.7 -7.9
ROE Astoria US Quality Kings ETF 1.7 49 10 5.2 -7.4
SMOX Horizon Small/Mid Cap Core Equity ETF 1.7 75 -16 5.3 -7.3
ICAP InfraCap Equity Income Fund ETF 1.7 171 -112 4.5 -8.1
DES WisdomTree U.S. SmallCap Dividend Fund 1.7 38 21 8.1 -4.5
MGMT Ballast Small/Mid Cap ETF 1.7 110 -51 7.5 -5.2
BGIG Bahl & Gaynor Income Growth ETF 1.7 45 14 4.5 -8.2
VNQI Vanguard Global ex-U.S. Real Estate ETF 1.7 12 47 8.8 -3.9
FID First Trust S&P International Dividend Aristocrats ETF 1.7 60 -1 7.8 -4.9
IWN iShares Russell 2000 Value ETF 1.7 24 35 4.8 -7.8
VTWV Vanguard Russell 2000 Value ETF 1.6 10 49 5.0 -7.7
FYX First Trust Small Cap Core AlphaDEX Fund 1.6 61 -2 5.4 -7.3
AGNG Global X Aging Population ETF 1.6 50 9 4.4 -8.3
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.6 35 24 6.1 -6.5
DIVG Invesco S&P 500 High Dividend Growers ETF 1.6 39 20 7.4 -5.3
ROSC Hartford Multifactor Small Cap ETF 1.6 34 25 7.2 -5.5
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.6 15 44 6.1 -6.6
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 1.5 15 44 7.9 -4.7
IJJ iShares S&P Mid-Cap 400 Value ETF 1.5 18 41 7.9 -4.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.5 10 49 8.0 -4.6
FSMD Fidelity Small-Mid Multifactor ETF 1.5 15 44 6.5 -6.2
XJH iShares ESG Screened S&P Mid-Cap ETF 1.5 12 47 5.9 -6.7
FNX First Trust Mid Cap Core AlphaDEX Fund 1.5 60 -1 6.2 -6.4
RFV Invesco S&P Midcap 400 Pure Value ETF 1.5 35 24 11.2 -1.5
FMDE Fidelity Enhanced Mid Cap ETF 1.4 23 36 5.4 -7.3
QDF FlexShares Quality Dividend Index Fund 1.4 37 22 5.3 -7.3
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 1.4 10 49 8.6 -4.0
MDY SPDR S&P Midcap 400 ETF Trust 1.4 23 36 5.9 -6.8
HAPS Harbor Human Capital Factor US Small Cap ETF 1.4 60 -1 3.4 -9.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.4 24 35 5.9 -6.7
STXM Strive Mid-Cap ETF 1.3 18 41 5.8 -6.8
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.3 36 23 8.3 -4.4
NUSC Nuveen ESG Small-Cap ETF 1.3 31 28 4.9 -7.7
ISCB iShares Morningstar Small-Cap ETF 1.3 4 55 5.4 -7.2
IJH iShares Core S&P Mid-Cap ETF 1.3 5 54 6.1 -6.6
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.3 3 56 6.1 -6.6
IVOO Vanguard S&P Mid-Cap 400 ETF 1.3 7 52 6.0 -6.6
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.3 15 44 6.7 -6.0
SCHM Schwab U.S. Mid-Cap ETF 1.3 4 55 5.8 -6.9
ULVM VictoryShares US Value Momentum ETF 1.3 20 39 6.1 -6.6
FKU First Trust United Kingdom AlphaDEX Fund 1.3 80 -21 7.3 -5.3
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.3 3 56 6.4 -6.2
VIOO Vanguard S&P Small-Cap 600 ETF 1.3 7 52 6.2 -6.4
IJR iShares Core S&P Small Cap ETF 1.3 6 53 6.3 -6.3
JVAL JPMorgan U.S. Value Factor ETF 1.3 12 47 6.7 -5.9
BKSE BNY Mellon US Small Cap Core Equity ETF 1.3 4 55 5.2 -7.4
GINX SGI Enhanced Global Income ETF 1.3 98 -39 6.7 -6.0
FNDA Schwab Fundamental US Small Co. Index ETF 1.2 25 34 6.1 -6.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.2 39 20 3.5 -9.1
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 1.2 7 52 10.0 -2.6
FLDZ RiverNorth Patriot ETF 1.2 75 -16 5.6 -7.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.2 4 55 5.6 -7.0
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.2 20 39 7.3 -5.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.1 7 52 5.3 -7.3
IJK iShares S&P Mid-Cap 400 Growth ETF 1.1 17 42 4.0 -8.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.1 10 49 4.1 -8.6
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.1 15 44 4.1 -8.6
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.1 9 50 3.7 -8.9
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.1 25 34 4.9 -7.7
SPLV Invesco S&P 500 Low Volatility ETF 1.1 25 34 5.1 -7.6
VGSR Vert Global Sustainable Real Estate ETF 1.1 47 12 7.0 -5.7
DBSC Deepwater Beachfront Small Cap ETF 1.1 85 -26 1.1 -11.5
SMMD iShares Russell 2500 ETF 1.1 15 44 5.5 -7.1
VXF Vanguard Extended Market ETF 1.0 5 54 3.7 -8.9
OSCV Opus Small Cap Value ETF 1.0 79 -20 5.9 -6.7
VB Vanguard Small-Cap ETF 1.0 5 54 5.2 -7.4
RSSL Global X Russell 2000 ETF 1.0 8 51 2.7 -9.9
SMDV ProShares Russell 2000 Dividend Growers ETF 0.9 40 19 6.9 -5.7
SMLF iShares U.S. SmallCap Equity Factor ETF 0.9 15 44 4.9 -7.7
SPVM Invesco S&P 500 Value with Momentum ETF 0.9 39 20 6.3 -6.3
EQAL Invesco Russell 1000 Equal Weight ETF 0.9 20 39 6.1 -6.5
SPGP Invesco S&P 500 GARP ETF 0.9 34 25 5.7 -6.9
DHS WisdomTree U.S. High Dividend Fund 0.9 38 21 8.1 -4.5
SCHA Schwab U.S. Small-Cap ETF 0.9 4 55 4.4 -8.3
XJR iShares ESG Screened S&P Small-Cap ETF 0.9 12 47 6.2 -6.5
QDEF FlexShares Quality Dividend Defensive Index Fund 0.9 37 22 5.4 -7.3
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.9 15 44 6.2 -6.4
REVS Columbia Research Enhanced Value ETF 0.9 19 40 6.6 -6.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.9 14 45 4.1 -8.5
XSMO Invesco S&P SmallCap Momentum ETF 0.8 39 20 3.6 -9.0
ERTH Invesco MSCI Sustainable Future ETF 0.8 62 -3 3.0 -9.6
FEX First Trust Large Cap Core AlphaDEX Fund 0.8 59 0 4.9 -7.7
IWS iShares Russell Mid-Cap Value ETF 0.8 23 36 6.0 -6.6
IWM iShares Russell 2000 ETF 0.8 19 40 2.6 -10.0
FVD First Trust Value Line Dividend Index Fund 0.8 65 -6 5.8 -6.9
SVAL iShares US Small Cap Value Factor ETF 0.8 20 39 7.3 -5.4
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.8 35 24 7.2 -5.5
DEUS Xtrackers Russell US Multifactor ETF 0.8 17 42 6.4 -6.2
WSML iShares MSCI World Small-Cap ETF 0.8 15 44 5.3 -7.3
DEW WisdomTree Global High Dividend Fund 0.8 58 1 7.2 -5.4
DWX SPDR S&P International Dividend ETF 0.8 45 14 6.8 -5.8
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.8 15 44 5.1 -7.6
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.8 17 42 4.9 -7.7
ROUS Hartford Multifactor US Equity ETF 0.7 19 40 5.3 -7.3
JHSC John Hancock Multifactor Small Cap ETF 0.7 42 17 6.0 -6.6
AFSM First Trust Active Factor Small Cap ETF 0.7 75 -16 5.8 -6.9
VTWO Vanguard Russell 2000 ETF 0.7 7 52 2.8 -9.9
CZA Invesco Zacks Mid-Cap ETF 0.7 72 -13 5.9 -6.8
EZM WisdomTree U.S. MidCap Fund 0.7 38 21 8.0 -4.7
AFLG First Trust Active Factor Large Cap ETF 0.7 55 4 5.0 -7.7
ETHO Etho Climate Leadership U.S. ETF 0.7 47 12 4.2 -8.4
MAGA Point Bridge America First ETF 0.7 72 -13 5.2 -7.4
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.7 30 29 7.6 -5.0
USMF WisdomTree U.S. Multifactor Fund 0.7 28 31 6.5 -6.1
FLQL Franklin LibertyQ U.S. Equity ETF 0.6 15 44 4.5 -8.1
IWR iShares Russell Midcap ETF 0.6 19 40 5.4 -7.3
CGUS Capital Group Core Equity ETF 0.6 33 26 3.6 -9.1
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 0.6 80 -21 5.6 -7.0
FELV Fidelity Enhanced Large Cap Value ETF 0.6 18 41 5.6 -7.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.6 39 20 2.3 -10.3
WCEO Hypatia Women CEO ETF 0.6 85 -26 4.7 -7.9
FYC First Trust Small Cap Growth AlphaDEX Fund 0.6 71 -12 -0.6 -13.3
IEUS iShares MSCI Europe Small-Cap ETF 0.6 42 17 6.7 -5.9
ISMD Inspire Small/Mid Cap ETF 0.6 54 5 5.0 -7.6
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.6 25 34 11.1 -1.5
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.6 10 49 3.7 -9.0
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 0.6 15 44 3.7 -8.9
SPVU Invesco S&P 500 Enhanced Value ETF 0.5 13 46 8.1 -4.5
IJT iShares S&P Small-Cap 600 Growth ETF 0.5 18 41 3.7 -9.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.5 70 -11 2.1 -10.6
QLC FlexShares US Quality Large Cap Index Fund 0.5 25 34 4.5 -8.1
STXV Strive 1000 Value ETF 0.5 18 41 6.8 -5.9
FDRR Fidelity Dividend ETF for Rising Rates 0.5 15 44 5.7 -7.0
VOE Vanguard Mid-Cap Value ETF 0.5 7 52 6.8 -5.8
FELC Fidelity Enhanced Large Cap Core ETF 0.5 18 41 4.3 -8.3
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.5 12 47 6.2 -6.5
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.5 20 39 4.0 -8.6
QLV FlexShares US Quality Low Volatility Index Fund 0.5 22 37 5.0 -7.6
CVAR Cultivar ETF 0.5 87 -28 7.2 -5.4
JHID John Hancock International High Dividend ETF 0.5 46 13 7.9 -4.7
IDLV Invesco S&P International Developed Low Volatility ETF 0.5 25 34 6.5 -6.2
NIXT Research Affiliates Deletions ETF 0.5 9 50 6.6 -6.1
RPV Invesco S&P 500 Pure Value ETF 0.5 35 24 8.8 -3.9
FDLO Fidelity Low Volatility Factor ETF 0.5 15 44 4.8 -7.8
RCGE RockCreek Global Equality ETF 0.5 95 -36 6.2 -6.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.5 25 34 4.9 -7.8
FPX First Trust US Equity Opportunities ETF 0.5 61 -2 0.8 -11.8
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.5 20 39 6.0 -6.7
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 0.4 5 54 7.2 -5.4
DIM WisdomTree International MidCap Dividend Fund 0.4 58 1 6.4 -6.3
DON WisdomTree U.S. MidCap Dividend Fund 0.4 38 21 8.2 -4.5
FUNL CornerCap Fundametrics Large-Cap ETF 0.4 50 9 6.3 -6.4
FNCL Fidelity MSCI Financials Index ETF 0.4 8 51 6.2 -6.5
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.4 49 10 6.1 -6.5
JHMM John Hancock Multifactor Mid Cap ETF 0.4 42 17 5.4 -7.2
JMOM JPMorgan U.S. Momentum Factor ETF 0.4 12 47 3.3 -9.3
IMCV iShares Morningstar Mid-Cap Value ETF 0.4 6 53 7.0 -5.7
VFH Vanguard Financials ETF 0.4 9 50 6.2 -6.4
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.4 25 34 4.1 -8.5
IYF iShares U.S. Financials ETF 0.4 40 19 5.8 -6.9
RECS Columbia Research Enhanced Core ETF 0.4 15 44 5.3 -7.4
SCHC Schwab International Small-Cap Equity ETF 0.4 11 48 6.7 -6.0
SIZE iShares MSCI USA Size Factor ETF 0.4 15 44 5.4 -7.2
EES WisdomTree U.S. SmallCap Fund 0.4 38 21 7.9 -4.7
WLDR Affinity World Leaders Equity ETF 0.4 67 -8 5.8 -6.9
ISCG iShares Morningstar Small-Cap Growth ETF 0.4 6 53 2.7 -9.9
SCZ iShares MSCI EAFE Small-Cap ETF 0.3 40 19 6.1 -6.5
EUSA iShares MSCI USA Equal Weighted ETF 0.3 9 50 5.5 -7.2
EWK iShares MSCI Belgium ETF 0.3 50 9 3.8 -8.8
FVAL Fidelity Value Factor ETF 0.3 15 44 5.9 -6.8
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.3 15 44 7.7 -4.9
PSC Principal U.S. Small-Cap ETF 0.3 38 21 3.7 -9.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.3 29 30 5.6 -7.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.3 39 20 7.4 -5.2
SCHV Schwab U.S. Large-Cap Value ETF 0.3 4 55 5.6 -7.1
RWK Invesco S&P MidCap 400 Revenue ETF 0.3 39 20 7.8 -4.8
IWC iShares Micro-Cap ETF 0.3 60 -1 -1.4 -14.0
PRF Invesco FTSE RAFI US 1000 ETF 0.3 34 25 5.6 -7.0
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.3 12 47 5.3 -7.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.3 64 -5 1.3 -11.4
VO Vanguard Mid-Cap ETF 0.3 4 55 21.0 +8.4
VLUE iShares MSCI USA Value Factor ETF 0.3 15 44 6.2 -6.5
ISCF iShares International SmallCap Equity Factor ETF 0.3 23 36 7.3 -5.3
IWD iShares Russell 1000 Value ETF 0.3 19 40 5.4 -7.3
GVUS Marketbeta Russell 1000 Value Equity ETF 0.3 12 47 5.4 -7.2
RITA ETFB Green SRI REITs ETF 0.3 50 9 5.5 -7.1
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.3 8 51 6.3 -6.3
VONV Vanguard Russell 1000 Value ETF 0.3 7 52 5.5 -7.2
DTH WisdomTree International High Dividend Fund 0.3 58 1 7.4 -5.2
DIVB iShares Core Dividend ETF 0.2 5 54 6.9 -5.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.2 60 -1 6.0 -6.6
AIVI WisdomTree International AI Enhanced Value Fund 0.2 58 1 6.3 -6.3
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.2 40 19 3.7 -9.0
PTL Inspire 500 ETF 0.2 9 50 4.4 -8.2
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.2 60 -1 9.3 -3.3
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 34 6.1 -6.5
FEUZ First Trust Eurozone AlphaDEX ETF 0.2 80 -21 6.4 -6.2
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.2 12 47 3.6 -9.1
IMCB iShares Morningstar Mid-Cap ETF 0.2 4 55 5.2 -7.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.2 9 50 5.2 -7.5
FESM Fidelity Enhanced Small Cap ETF 0.2 28 31 2.3 -10.4
RSP Invesco S&P 500 Equal Weight ETF 0.2 20 39 5.9 -6.8
FNDC Schwab Fundamental International Small Co. Index ETF 0.2 39 20 6.8 -5.8
EWQ iShares MSCI France ETF 0.2 53 6 6.5 -6.1
IUSV iShares Core S&P US Value ETF 0.2 4 55 5.8 -6.8
SCHB Schwab U.S. Broad Market ETF 0.2 3 56 4.2 -8.4
XOEF iShares S&P 500 ex S&P 100 ETF 0.2 20 39 4.6 -8.0
JPIN J.P. Morgan Diversified Return International Equity ETF 0.2 37 22 7.2 -5.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.2 20 39 4.7 -7.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.2 3 56 4.1 -8.5
VTHR Vanguard Russell 3000 ETF 0.2 7 52 4.1 -8.5
VTI Vanguard Total Stock Market ETF 0.2 3 56 4.1 -8.5
IWV iShares Russell 3000 ETF 0.2 20 39 4.0 -8.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.2 9 50 4.3 -8.3
FNDX Schwab Fundamental US Large Co. Index ETF 0.1 25 34 6.2 -6.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 48 4.1 -8.5
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 -6 3.4 -9.3
SCHK Schwab 1000 Index ETF 0.1 5 54 4.2 -8.4
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.1 20 39 4.2 -8.4
SCHX Schwab U.S. Large-Cap ETF 0.1 3 56 4.2 -8.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.1 32 27 3.9 -8.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.1 10 49 4.2 -8.4
QUAL iShares MSCI USA Quality Factor ETF 0.1 15 44 4.4 -8.2
IWB iShares Russell 1000 ETF 0.1 15 44 4.1 -8.5
IYY iShares Dow Jones U.S. ETF 0.1 20 39 4.1 -8.6
EQL Alps Equal Sector Weight ETF 0.1 25 34 5.1 -7.5
VONE Vanguard Russell 1000 ETF 0.1 7 52 4.2 -8.4
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.1 3 56 4.3 -8.3
JHML John Hancock Multifactor Large Cap ETF 0.1 29 30 4.5 -8.2
KLMN Invesco MSCI North America Climate ETF 0.1 9 50 4.3 -8.4
LRGF iShares U.S. Equity Factor ETF 0.1 8 51 4.6 -8.1
SDG iShares MSCI Global Sustainable Development Goals ETF 0.1 49 10 4.5 -8.2
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 50 4.1 -8.5
FDMO Fidelity Momentum Factor ETF 0.1 15 44 2.5 -10.2
FQAL Fidelity Quality Factor ETF 0.1 15 44 4.8 -7.8
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.1 25 34 6.3 -6.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.1 29 30 4.0 -8.7
VTV Vanguard Value ETF 0.1 4 55 5.8 -6.8
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.1 4 55 5.7 -7.0
IVE iShares S&P 500 Value ETF 0.1 18 41 5.5 -7.1
XMAG Defiance Large Cap ex-Mag 7 ETF 0.1 35 24 4.3 -8.3
VT Vanguard Total World Stock ETF 0.1 6 53 5.0 -7.6
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 31 5.7 -7.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.1 19 40 5.0 -7.6
VOOV Vanguard S&P 500 Value ETF 0.1 7 52 5.6 -7.0
APUE ActivePassive U.S. Equity ETF 0.1 45 14 3.9 -8.7
ILCV iShares Morningstar Value ETF 0.1 4 55 5.3 -7.3
DWM WisdomTree International Equity Fund 0.1 48 11 5.7 -7.0
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.1 15 44 4.2 -8.5
HFXI IQ FTSE International Equity Currency Neutral ETF 0.1 20 39 5.6 -7.0
INTF iShares International Equity Factor ETF 0.1 15 44 6.5 -6.1
VGK Vanguard FTSE Europe ETF 0.1 6 53 6.6 -6.1
IEUR iShares Core MSCI Europe ETF 0.1 11 48 6.4 -6.3
OPTZ Optimize Strategy Index ETF 0.1 50 9 3.4 -9.2
SPEU SPDR Portfolio Europe ETF 0.1 7 52 6.5 -6.2
PBUS Invesco MSCI USA ETF 0.1 4 55 4.2 -8.5
KLMT Invesco MSCI Global Climate 500 ETF 0.1 10 49 5.0 -7.7
ONEQ Fidelity Nasdaq Composite Index ETF 0.1 21 38 2.9 -9.8
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.1 24 35 6.9 -5.7
EPS WisdomTree U.S. LargeCap Fund 0.1 8 51 4.7 -7.9
SPXT ProShares S&P 500 Ex-Technology ETF 0.1 9 50 4.9 -7.8
SSPY Syntax Stratified LargeCap ETF 0.1 30 29 6.0 -6.6
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.1 19 40 4.7 -7.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.1 12 47 4.4 -8.2
KOKU Xtrackers MSCI Kokusai Equity ETF 0.1 9 50 4.4 -8.2
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.1 40 19 5.7 -6.9
QVML Invesco S&P 500 QVM Multi-factor ETF 0.1 11 48 4.3 -8.4
RAUS RACWI US ETF 0.1 15 44 4.1 -8.5
IEFA iShares Core MSCI EAFE ETF 0.1 7 52 6.1 -6.6
JQUA JPMorgan U.S. Quality Factor ETF 0.1 12 47 4.9 -7.7
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 34 6.2 -6.4
IDEV iShares Core MSCI International Developed Markets ETF 0.1 4 55 6.0 -6.6
TOPC iShares S&P 500 3% Capped ETF 0.1 15 44 4.4 -8.3
IUSG iShares Core S&P U.S. Growth ETF 0.1 4 55 3.1 -9.6
VEA Vanguard FTSE Developed Markets ETF 0.1 3 56 6.0 -6.7
TOK iShares MSCI Kokusai ETF 0.1 26 33 4.3 -8.4
XVV iShares ESG Screened S&P 500 ETF 0.1 8 51 4.1 -8.5
EZU iShares MSCI Eurozone ETF 0.1 52 7 5.6 -7.0
HEZU iShares Currency Hedged MSCI Eurozone ETF 0.1 53 6 5.5 -7.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.1 2 57 4.1 -8.5
BKLC BNY Mellon US Large Cap Core Equity ETF 0.1 0 59 4.1 -8.5
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 17 4.0 -8.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.1 7 52 4.1 -8.6
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 50 4.0 -8.6
SPXV ProShares S&P 500 Ex-Health Care ETF 0.1 9 50 3.9 -8.8
VOTE TCW Transform 500 ETF 0.1 5 54 4.1 -8.6
GXLC Global X U.S. 500 ETF 0.1 2 57 4.1 -8.6
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.1 45 14 5.6 -7.1
LVHI Franklin International Low Volatility High Dividend Index ET 0.1 40 19 7.7 -5.0
URTH iShares MSCI World ETF 0.1 24 35 4.3 -8.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 20 6.2 -6.4
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.0 20 39 4.0 -8.7
DSPY Tema S&P 500 Historical Weight ETF 0.0 18 41 4.4 -8.3
SFGV Sequoia Global Value ETF 0.0 23 36 7.1 -5.5
SPY SPDR S&P 500 ETF 0.0 9 50 4.1 -8.5
SPYM State Street SPDR Portfolio S&P 500 ETF 0.0 2 57 4.2 -8.5
IVV iShares Core S&P 500 ETF 0.0 3 56 4.2 -8.4
RVRB Reverb ETF 0.0 30 29 3.8 -8.9
ACWI iShares MSCI ACWI ETF 0.0 32 27 4.6 -8.0
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 56 5.8 -6.8
VV Vanguard Large-Cap ETF 0.0 4 55 4.1 -8.6
ILCB iShares Morningstar U.S. Equity ETF 0.0 3 56 4.1 -8.6
VOO Vanguard S&P 500 ETF 0.0 3 56 4.2 -8.4
IWO iShares Russell 2000 Growth ETF 0.0 24 35 0.5 -12.1
STRV Strive 500 ETF 0.0 5 54 4.1 -8.6
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.0 15 44 5.0 -7.6
TOV JLens 500 Jewish Advocacy U.S. ETF 0.0 18 41 3.9 -8.8
VSGX Vanguard ESG International Stock ETF 0.0 10 49 6.6 -6.0
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.0 14 45 5.3 -7.3
VXUS Vanguard Total International Stock ETF 0.0 5 54 6.7 -6.0
DMXF iShares ESG Advanced MSCI EAFE ETF 0.0 12 47 4.9 -7.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.0 9 50 4.9 -7.8
SFY SoFi Select 500 ETF 0.0 0 59 3.7 -8.9
IXUS iShares Core MSCI Total International Stock ETF 0.0 7 52 6.6 -6.1
EFV iShares MSCI EAFE Value ETF 0.0 34 25 7.6 -5.0
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 14 6.8 -5.9
VTWG Vanguard Russell 2000 Growth ETF 0.0 10 49 0.6 -12.0
IPAC iShares Core MSCI Pacific ETF 0.0 9 50 5.5 -7.1
IEV iShares Europe ETF 0.0 67 -8 5.9 -6.7
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.0 30 29 3.8 -8.9
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.0 46 13 5.5 -7.1
FLEE Franklin FTSE Europe ETF 0.0 9 50 6.3 -6.3
FENI Fidelity Enhanced International ETF 0.0 28 31 5.8 -6.8
FLAX Franklin FTSE Asia Ex Japan ETF 0.0 19 40 7.1 -5.5
VSLU Applied Finance Valuation Large Cap ETF 0.0 49 10 4.8 -7.8
SCHF Schwab International Equity ETF 0.0 6 53 6.0 -6.7
QWLD SPDR MSCI World StrategicFactors ETF 0.0 30 29 5.2 -7.4
VPL Vanguard FTSE Pacific ETF 0.0 7 52 5.3 -7.4
RWL Invesco S&P 500 Revenue ETF 0.0 39 20 5.7 -6.9
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.0 36 23 5.4 -7.3
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.0 39 20 7.0 -5.6
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.0 20 39 5.7 -6.9
VEU Vanguard FTSE All-World ex-US Index Fund 0.0 4 55 6.7 -5.9
EFA iShares MSCI EAFE ETF 0.0 35 24 5.8 -6.9
HEFA iShares Currency Hedged MSCI EAFE ETF 0.0 35 24 5.8 -6.9
GSPY Gotham Enhanced 500 ETF 0.0 50 9 4.4 -8.3
STXG Strive 1000 Growth ETF 0.0 18 41 3.2 -9.4
ACWX iShares MSCI ACWI ex U.S. ETF 0.0 34 25 6.4 -6.3
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.0 41 18 6.0 -6.6
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.0 20 39 5.7 -7.0
BKIE BNY Mellon International Equity ETF 0.0 4 55 6.0 -6.6
GSID Goldman Sachs MarketBeta International Equity ETF 0.0 20 39 5.9 -6.7
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.0 18 41 6.4 -6.3
PFM Invesco Dividend Achievers ETF 0.0 53 6 4.6 -8.0
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.0 30 29 6.2 -6.4
DFAS Dimensional U.S. Small Cap ETF 0.0 26 33 5.6 -7.0
DFAT Dimensional U.S. Targeted Value ETF 0.0 28 31 8.6 -4.0
DFAU Dimensional US Core Equity Market ETF 0.0 12 47 4.3 -8.4
DFSV Dimensional US Small Cap Value ETF 0.0 31 28 8.8 -3.8
DFUS Dimensional U.S. Equity ETF 0.0 9 50 4.1 -8.6
EBI Longview Advantage ETF 0.0 35 24 5.9 -6.7

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

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RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

Forward
multiple:		 Global X SuperDividend REIT ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

SPECULATIVE
Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 12.4 %
Divided by: Fwd. P/BV 0.9 x
Less: Expense ratio 59 bp
Equals: ALTAR Score 12.6 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.61 CATEGORY
AVERAGE		 1.57
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.