Invesco Solar ETF
ALTAR
Score™		 3.8% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 52.5x P/Sales
ratio		 1.5x
P/BV
ratio		 1.9x Div.
yield		 1.0%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
Claymore/MAC Global Solar Energy Index ETF seeks investment results that correspond to the price and yield of the MAC Global Solar Energy Index.

FUND BASICS
Category Global Equities
Fund Sponsor Guggenheim
Website guggenheiminvestments.com
Inception date Apr 15, 2008
Assets (mns) $1,198
Currency USD
Expense ratio 67 bp
Distributions Annually

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian Bank of New York Mellon
Weighting Tiered
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 28
Wgt avg mkt cap (mns) $6,269
Large cap (>$10bn) 10.2%
Mid cap ($2-10bn) 45.4%
Small cap (<$2bn) 37.9%
Developed mkts 73.1%
Emerging mkts 27.0%

TOP TEN HOLDINGS
NEXTRACKER, INC. CLASS A 10.5 %
FIRST SOLAR INC 10.3 %
SUNRUN INC. 6.8 %
ENPHASE ENERGY INC 6.7 %
GCL POLY ENERGY HOLDINGS LTD 6.0 %
SOLAREDGE TECHNOLOGIES, INC. 5.0 %
XINYI SOLAR HOLDINGS LTD 4.5 %
ENLIGHT RENEWABLE ENERGY LTD 4.0 %
HANNON ARMSTRONG SUSTAINABLE 4.0 %
ARRAY TECHNOLOGIES INC 3.6 %
Total 61.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 53.5 %
CHINA 13.4 %
ISRAEL 7.4 %
HONG KONG 6.0 %
SPAIN 5.5 %
TAIWAN 3.6 %
CANADA 2.2 %
GERMANY 2.1 %
NORWAY 1.9 %
JAPAN 1.2 %

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.
50.5% 128.5% -1.2% 13.8% -5.1%

Market Correlations
versus... Beta R-squared
S&P500 1.62 26%
MSCI EAFE 1.09 20%
MSCI Emg. Mkts. 0.99 28%

Technical Indicators
Recent close $64.05
30d moving avg. $63.96
Annualized volatility 37.8%
Short interest (ETF) 7.2%
Relative strength (RSI) 53

Liquidity measures
Avg. volume (thou.) 1,733
Turnover 9.3%
Bid/Ask (% of price) 0.09%
ADV underlying (mns) $4,115

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 521 potential alternatives to the Invesco Solar ETF ETF based on the alternatives' overlap in portfolio holdings with TAN. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: TAN Expense: 67 bp ALTAR Score™: 3.8%


ALTERNATIVE ETFs BASED ON OVERLAP WITH TAN
Ticker Fund
Name		 Overlap1
vs TAN
(%)		 Expense
ratio
(bp)		 Savings
vs TAN
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs TAN
(%)
ACES ALPS Clean Energy ETF 33.8 55 12 -2.5 -6.3
FRNW Fidelity Clean Energy ETF 33.2 39 28 1.7 -2.1
CTEC Global X CleanTech ETF 31.3 50 17 -0.1 -3.9
CNRG State Street SPDR S&P Kensho Clean Power ETF 28.5 45 22 -0.1 -3.9
VCLN Virtus Duff & Phelps Clean Energy ETF 24.8 59 8 2.2 -1.6
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 20.5 58 9 -1.7 -5.5
PBD Invesco Global Clean Energy ETF 20.2 75 -8 0.2 -3.6
RNRG Global X Renewable Energy Producers ETF 19.7 66 1 4.3 +0.5
PBW Invesco WilderHill Clean Energy ETF 16.3 66 1 -2.7 -6.5
ETEC iShares Breakthrough Environmental Solutions ETF 16.1 47 20 2.7 -1.1
CCSO Carbon Collective Climate Solutions US Equity ETF 12.4 35 32 0.9 -2.9
ERTH Invesco MSCI Sustainable Future ETF 11.0 62 5 3.0 -0.8
SMOG VanEck Low Carbon Energy ETF 10.0 61 6 1.2 -2.6
POWR iShares U.S. Power Infrastructure ETF 9.0 40 27 3.9 +0.1
FAN First Trust Global Wind Energy ETF 8.5 60 7 2.8 -1.0
FXN First Trust Energy AlphaDEX Fund 7.8 62 5 10.3 +6.5
ITEQ BlueStar Israel Technology ETF 7.5 75 -8 1.1 -2.7
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 7.1 79 -12 3.6 -0.2
CCNR ALPS CoreCommodity Natural Resources ETF 7.0 39 28 8.1 +4.3
SDG iShares MSCI Global Sustainable Development Goals ETF 6.4 49 18 4.5 +0.7
SMCF Themes US Small Cap Cash Flow Champions ETF 6.1 29 38 9.9 +6.1
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 5.9 59 8 8.5 +4.7
IMOM Alpha Architect International Quantitative Momentum ETF 5.7 49 18 4.2 +0.4
DTEC ALPS Disruptive Technologies ETF 5.4 50 17 3.6 -0.2
EIS iShares MSCI Israel ETF 4.4 58 9 6.4 +2.6
FPWR First Trust EIP Power Solutions ETF 4.3 96 -29 4.3 +0.5
BUL Pacer US Cash Cows Growth ETF 3.9 60 7 3.4 -0.4
RSMC Rockefeller U.S. Small-Mid Cap ETF 3.8 75 -8 4.0 +0.2
GRNJ Fundstrat Granny Shots US Small & Mid Cap ETF 3.7 75 -8 1.8 -2.0
GPZ VanEck Alternative Asset Manager ETF 3.7 40 27 5.3 +1.5
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 3.6 20 47 0.8 -3.0
ISRA VanEck Israel ETF 3.5 59 8 5.9 +2.1
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 3.5 45 22 -1.4 -5.2
LIVR Intelligent Livermore ETF 3.5 69 -2 3.0 -0.8
IBAT iShares Energy Storage & Materials ETF 3.4 47 20 1.5 -2.3
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 3.4 45 22 4.3 +0.5
CLNR IQ Cleaner Transport ETF 3.3 45 22 3.9 +0.1
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 3.2 29 38 3.7 -0.1
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 3.2 55 12 4.5 +0.7
PSCT Invesco S&P SmallCap Information Technology ETF 3.1 29 38 3.0 -0.8
OPTZ Optimize Strategy Index ETF 3.0 50 17 3.4 -0.4
OCEN IQ Clean Oceans ETF 3.0 45 22 4.6 +0.8
KGRN KraneShares MSCI China Clean Technology Index ETF 2.9 79 -12 3.4 -0.5
ABLS Abacus FCF Small Cap Leaders ETF 2.8 59 8 4.5 +0.7
FXU First Trust Utilities AlphaDEX Fund 2.7 64 3 5.3 +1.5
MADE iShares U.S. Manufacturing ETF 2.6 40 27 3.4 -0.4
ABFL Abacus FCF Leaders ETF 2.6 59 8 3.7 -0.1
VUSG Vanguard Wellington U.S. Growth Active ETF 2.4 35 32 2.5 -1.3
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 2.3 75 -8 6.0 +2.2
XSD State Street SPDR S&P Semiconductor ETF 2.3 35 32 2.0 -1.8
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.3 39 28 1.1 -2.7
TMFX Motley Fool Next Index ETF 2.1 50 17 3.0 -0.8
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.1 60 7 9.3 +5.5
DIV Global X SuperDividend US ETF 2.0 45 22 9.8 +6.0
QVAL Alpha Architect US Quantitative Value ETF 2.0 39 28 9.4 +5.6
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 2.0 35 32 9.0 +5.2
NUMG Nuveen ESG Mid-Cap Growth ETF 1.9 31 36 1.8 -2.0
PGJ Invesco Golden Dragon China ETF 1.9 70 -3 15.2 +11.4
XJR iShares ESG Screened S&P Small-Cap ETF 1.9 12 55 6.2 +2.4
IYE iShares U.S. Energy ETF 1.9 40 27 6.7 +2.9
DBSC Deepwater Beachfront Small Cap ETF 1.7 85 -18 1.1 -2.7
PSCI Invesco S&P SmallCap Industrials ETF 1.7 29 38 4.6 +0.8
ABLD Abacus FCF Real Assets Leaders ETF 1.6 69 -2 6.7 +2.9
FTC First Trust Large Cap Growth AlphaDEX Fund 1.6 59 8 1.8 -2.1
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.6 15 52 3.7 -0.1
POW VistaShares Electrification Supercycle ETF 1.6 75 -8 2.0 -1.8
XMHQ Invesco S&P MidCap Quality ETF 1.6 25 42 5.9 +2.1
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.6 20 47 4.5 +0.7
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.6 3 64 6.4 +2.6
IJT iShares S&P Small-Cap 600 Growth ETF 1.6 18 49 3.7 -0.1
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.6 15 52 9.0 +5.2
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.6 30 37 13.7 +9.9
IJR iShares Core S&P Small Cap ETF 1.6 6 61 6.3 +2.5
IJS iShares S&P Small-Cap 600 Value ETF 1.6 18 49 8.9 +5.1
SPGP Invesco S&P 500 GARP ETF 1.6 34 33 5.7 +1.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.6 10 57 9.0 +5.2
FPX First Trust US Equity Opportunities ETF 1.6 61 6 0.8 -3.0
RSPT Invesco S&P 500 Equal Weight Technology ETF 1.6 40 27 3.7 -0.1
VIOO Vanguard S&P Small-Cap 600 ETF 1.5 7 60 6.2 +2.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.5 60 7 6.6 +2.8
EMLP First Trust North American Energy Infrastructure Fund 1.5 95 -28 4.6 +0.8
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.5 10 57 3.7 -0.1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.4 49 18 4.5 +0.7
TRFM AAM Transformers ETF 1.4 49 18 1.0 -2.8
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.4 59 8 4.3 +0.5
HAP VanEck Natural Resources ETF 1.4 50 17 6.8 +3.0
GURU Global X Guru Index ETF 1.4 75 -8 2.4 -1.4
NUSC Nuveen ESG Small-Cap ETF 1.4 31 36 4.9 +1.1
JSML Janus Henderson Small Cap Growth Alpha ETF 1.3 30 37 2.6 -1.2
RBLD First Trust Alerian US NextGen Infrastructure ETF 1.3 65 2 3.8 -0.0
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.3 58 9 3.4 -0.4
ROE Astoria US Quality Kings ETF 1.3 49 18 5.2 +1.4
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.3 15 52 3.9 +0.1
TAX Cambria Tax Aware ETF 1.3 49 18 4.1 +0.3
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.3 30 37 3.7 -0.1
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 1.3 80 -13 9.3 +5.5
NUMV Nuveen ESG Mid-Cap Value ETF 1.3 31 36 5.5 +1.7
OAIM OneAscent International Equity ETF 1.3 95 -28 4.7 +0.9
WDIV SPDR S&P Global Dividend ETF 1.3 40 27 9.1 +5.3
EIPX FT Energy Income Partners Strategy ETF 1.2 95 -28 5.8 +2.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.2 64 3 1.3 -2.6
SIXS ETC 6 Meridian Small Cap Equity ETF 1.2 89 -22 8.1 +4.3
ETHO Etho Climate Leadership U.S. ETF 1.2 47 20 4.2 +0.4
QQQS Invesco NASDAQ Future Gen 200 ETF 1.2 20 47 -3.6 -7.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.1 65 2 4.5 +0.7
ASCE Allspring SMID Core ETF 1.1 38 29 2.9 -0.9
SMDV ProShares Russell 2000 Dividend Growers ETF 1.1 40 27 6.9 +3.1
VBK Vanguard Small-Cap Growth ETF 1.1 7 60 1.2 -2.6
TCHI iShares MSCI China Multisector Tech ETF 1.1 59 8 13.4 +9.6
AVMV Avantis U.S. Mid Cap Value ETF 1.1 20 47 7.2 +3.4
ECNS iShares MSCI China Small-Cap ETF 1.1 59 8 9.2 +5.4
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.1 35 32 7.2 +3.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.1 17 50 4.9 +1.1
VAMO Cambria Value & Momentum ETF 1.1 61 6 5.3 +1.5
IWO iShares Russell 2000 Growth ETF 1.0 24 43 0.5 -3.3
MCH Matthews China Active ETF 1.0 79 -12 14.6 +10.8
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.0 52 15 5.1 +1.3
RSSL Global X Russell 2000 ETF 1.0 8 59 2.7 -1.1
IWM iShares Russell 2000 ETF 1.0 19 48 2.6 -1.2
ALTL Pacer Lunt Large Cap Alternator ETF 1.0 60 7 4.6 +0.8
PSCF Invesco S&P SmallCap Financials ETF 1.0 29 38 8.5 +4.7
FPXI First Trust International Equity Opportunities ETF 1.0 70 -3 3.7 -0.1
IWN iShares Russell 2000 Value ETF 1.0 24 43 4.8 +1.0
VTWV Vanguard Russell 2000 Value ETF 1.0 10 57 5.0 +1.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.0 10 57 3.6 -0.2
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.0 35 32 6.3 +2.5
FDWM Fidelity Women's Leadership ETF 1.0 59 8 3.8 +0.0
NIXT Research Affiliates Deletions ETF 1.0 9 58 6.6 +2.8
NETZ TCW Transform Systems ETF 1.0 75 -8 1.3 -2.5
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.9 95 -28 -0.5 -4.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.9 70 -3 2.1 -1.8
VTWO Vanguard Russell 2000 ETF 0.9 7 60 2.8 -1.0
BIBL Inspire 100 ETF 0.9 35 32 4.2 +0.4
ISCG iShares Morningstar Small-Cap Growth ETF 0.9 6 61 2.7 -1.1
DTAN Sparkline International Intangible Value ETF 0.9 55 12 7.1 +3.3
PSC Principal U.S. Small-Cap ETF 0.9 38 29 3.7 -0.1
AVDS Avantis International Small Cap Equity ETF 0.9 30 37 6.0 +2.2
VTWG Vanguard Russell 2000 Growth ETF 0.9 10 57 0.6 -3.2
JOET Virtus Terranova US Quality Momentum ETF 0.9 29 38 3.8 -0.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.9 60 7 6.0 +2.2
ISCB iShares Morningstar Small-Cap ETF 0.8 4 63 5.4 +1.6
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.8 60 7 -0.9 -4.7
IJK iShares S&P Mid-Cap 400 Growth ETF 0.8 17 50 4.0 +0.2
USMF WisdomTree U.S. Multifactor Fund 0.8 28 39 6.5 +2.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.8 10 57 4.1 +0.3
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.8 15 52 4.1 +0.3
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.8 15 52 6.7 +2.9
ISCV iShares Morningstar Small Cap Value ETF 0.8 6 61 7.8 +4.0
DES WisdomTree U.S. SmallCap Dividend Fund 0.8 38 29 8.1 +4.3
EIPI FT Energy Income Partners Enhanced Income ETF 0.8 110 -43 5.4 +1.6
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.8 39 28 3.5 -0.3
KRMA Global X Conscious Companies ETF 0.8 43 24 5.1 +1.3
AVDV Avantis International Small Cap Value ETF 0.8 36 31 7.7 +3.9
VB Vanguard Small-Cap ETF 0.8 5 62 5.2 +1.4
FEX First Trust Large Cap Core AlphaDEX Fund 0.8 59 8 4.9 +1.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.8 15 52 5.1 +1.3
WSML iShares MSCI World Small-Cap ETF 0.8 15 52 5.3 +1.5
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.8 15 52 6.2 +2.4
XJH iShares ESG Screened S&P Mid-Cap ETF 0.7 12 55 5.9 +2.1
RCGE RockCreek Global Equality ETF 0.7 95 -28 6.2 +2.4
SCZ iShares MSCI EAFE Small-Cap ETF 0.7 40 27 6.1 +2.3
XSLV Invesco S&P SmallCap Low Volatility ETF 0.7 25 42 7.4 +3.6
BKSE BNY Mellon US Small Cap Core Equity ETF 0.7 4 63 5.2 +1.4
EQAL Invesco Russell 1000 Equal Weight ETF 0.7 20 47 6.1 +2.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.7 24 43 5.9 +2.1
AIPO Defiance AI & Power Infrastructure ETF 0.7 69 -2 0.7 -3.1
MDY SPDR S&P Midcap 400 ETF Trust 0.7 23 44 5.9 +2.1
NORW Global X MSCI Norway ETF 0.7 50 17 7.6 +3.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.7 29 38 6.4 +2.6
AVSC Avantis U.S Small Cap Equity ETF 0.7 25 42 4.7 +0.9
IJH iShares Core S&P Mid-Cap ETF 0.7 5 62 6.1 +2.3
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.7 3 64 6.1 +2.3
IVOO Vanguard S&P Mid-Cap 400 ETF 0.7 7 60 6.0 +2.2
SCHA Schwab U.S. Small-Cap ETF 0.7 4 63 4.4 +0.6
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.7 35 32 6.6 +2.8
MJSC MUFG Japan Small Cap Active ETF 0.6 85 -18 4.6 +0.8
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 0.6 80 -13 12.2 +8.4
VXF Vanguard Extended Market ETF 0.6 5 62 3.7 -0.1
XSMO Invesco S&P SmallCap Momentum ETF 0.6 39 28 3.6 -0.2
VUSE Vident U.S. Equity Strategy ETF 0.6 50 17 3.7 -0.1
TPSC Timothy Plan US Small Cap Core ETF 0.6 52 15 6.6 +2.8
COWZ Pacer US Cash Cows 100 ETF 0.6 49 18 7.7 +3.9
VFMO Vanguard U.S. Momentum Factor ETF 0.6 13 54 1.7 -2.1
XT iShares Exponential Technologies ETF 0.6 46 21 3.8 +0.0
FCPI Fidelity Stocks for Inflation ETF 0.6 15 52 5.9 +2.1
FVAL Fidelity Value Factor ETF 0.6 15 52 5.9 +2.1
VLUE iShares MSCI USA Value Factor ETF 0.6 15 52 6.2 +2.4
FYC First Trust Small Cap Growth AlphaDEX Fund 0.6 71 -4 -0.6 -4.4
SMMD iShares Russell 2500 ETF 0.6 15 52 5.5 +1.7
FDMO Fidelity Momentum Factor ETF 0.6 15 52 2.5 -1.4
GWX SPDR S&P International Small Cap ETF 0.6 40 27 5.9 +2.1
ENOR iShares MSCI Norway ETF 0.6 53 14 7.6 +3.8
FNX First Trust Mid Cap Core AlphaDEX Fund 0.6 60 7 6.2 +2.4
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.6 42 25 7.6 +3.8
JHMM John Hancock Multifactor Mid Cap ETF 0.6 42 25 5.4 +1.6
USMV iShares MSCI USA Min Vol Factor ETF 0.6 15 52 5.3 +1.5
EES WisdomTree U.S. SmallCap Fund 0.6 38 29 7.9 +4.1
STXK Strive Small-Cap ETF 0.5 18 49 5.2 +1.4
WCEO Hypatia Women CEO ETF 0.5 85 -18 4.7 +0.9
AVMC Avantis U.S. Mid Cap Equity ETF 0.5 18 49 6.0 +2.2
GINN Goldman Sachs Innovate Equity ETF 0.5 52 15 3.7 -0.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.5 18 49 5.1 +1.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.5 7 60 5.3 +1.5
IQM Franklin Intelligent Machines ETF 0.5 50 17 1.1 -2.7
ICAP InfraCap Equity Income Fund ETF 0.5 171 -104 4.5 +0.7
STXM Strive Mid-Cap ETF 0.5 18 49 5.8 +2.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.5 39 28 2.3 -1.5
FSMD Fidelity Small-Mid Multifactor ETF 0.5 15 52 6.5 +2.7
VBR Vanguard Small Cap Value ETF 0.5 7 60 7.9 +4.1
BLES Inspire Global Hope ETF 0.5 61 6 5.7 +1.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.5 20 47 4.0 +0.2
FFF Founders 100 ETF 0.5 75 -8 2.4 -1.4
SMLF iShares U.S. SmallCap Equity Factor ETF 0.5 15 52 4.9 +1.1
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.5 15 52 7.9 +4.1
IJJ iShares S&P Mid-Cap 400 Value ETF 0.5 18 49 7.9 +4.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.5 10 57 8.0 +4.2
DFNV Donoghue Forlines Innovation ETF 0.5 69 -2 3.6 -0.2
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.5 80 -13 6.7 +2.9
NULG Nuveen ESG Large-Cap Growth ETF 0.5 26 41 2.8 -1.0
SIXL ETC 6 Meridian Low Beta Equity ETF 0.5 80 -13 6.0 +2.2
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.5 39 28 7.4 +3.6
SMOX Horizon Small/Mid Cap Core Equity ETF 0.4 75 -8 5.3 +1.5
THRO iShares U.S. Thematic Rotation Active ETF 0.4 90 -23 3.1 -0.7
VIS Vanguard Industrials ETF 0.4 9 58 3.6 -0.2
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.4 25 42 7.7 +3.9
JHSC John Hancock Multifactor Small Cap ETF 0.4 42 25 6.0 +2.2
IMCG iShares Morningstar Mid-Cap Growth ETF 0.4 6 61 3.3 -0.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.4 4 63 5.6 +1.8
IEUS iShares MSCI Europe Small-Cap ETF 0.4 42 25 6.7 +2.9
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.4 52 15 4.9 +1.1
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.4 9 58 3.7 -0.1
ISMD Inspire Small/Mid Cap ETF 0.4 54 13 5.0 +1.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.4 24 43 7.1 +3.3
DFAS Dimensional U.S. Small Cap ETF 0.4 26 41 5.6 +1.8
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.4 32 35 13.7 +9.9
AVLV Avantis U.S. Large Cap Value ETF 0.4 15 52 5.7 +1.9
SQLV Royce Quant Small-Cap Quality Value ETF 0.4 60 7 8.0 +4.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.4 15 52 6.1 +2.3
GVLU Gotham 1000 Value ETF 0.4 50 17 8.3 +4.5
VGT Vanguard Information Technology ETF 0.4 9 58 24.4 +20.6
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.4 49 18 6.1 +2.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.4 12 55 4.4 +0.6
JSTC Adasina Social Justice All Cap Global ETF 0.4 89 -22 4.3 +0.5
DXUV Dimensional US Vector Equity ETF 0.4 28 39 5.2 +1.4
EZM WisdomTree U.S. MidCap Fund 0.4 38 29 8.0 +4.2
ZAP Global X U.S. Electrification ETF 0.4 50 17 3.4 -0.4
FNDA Schwab Fundamental US Small Co. Index ETF 0.4 25 42 6.1 +2.3
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.4 40 27 3.7 -0.1
FNDC Schwab Fundamental International Small Co. Index ETF 0.3 39 28 6.8 +3.0
FIDU Fidelity MSCI Industrial Index ETF 0.3 8 59 3.6 -0.2
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.3 8 59 6.3 +2.5
IWS iShares Russell Mid-Cap Value ETF 0.3 23 44 6.0 +2.2
IWR iShares Russell Midcap ETF 0.3 19 48 5.4 +1.6
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.3 20 47 6.0 +2.2
DON WisdomTree U.S. MidCap Dividend Fund 0.3 38 29 8.2 +4.4
HAPS Harbor Human Capital Factor US Small Cap ETF 0.3 60 7 3.4 -0.4
VOT Vanguard Mid-Cap Growth ETF 0.3 7 60 3.1 -0.7
YNOT Horizon Digital Frontier ETF 0.3 75 -8 2.5 -1.3
IDU iShares U.S. Utilities ETF 0.3 40 27 4.5 +0.7
PXH Invesco FTSE RAFI Emerging Markets ETF 0.3 49 18 13.4 +9.6
BFOR ALPS Barron's 400 ETF 0.3 65 2 5.0 +1.2
SCHC Schwab International Small-Cap Equity ETF 0.3 11 56 6.7 +2.9
IPAV Global X Infrastructure Development ex-U.S. ETF 0.3 55 12 5.7 +1.9
IWP iShares Russell Mid-Cap Growth ETF 0.3 23 44 2.9 -1.0
FESM Fidelity Enhanced Small Cap ETF 0.3 28 39 2.3 -1.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.3 58 9 5.0 +1.2
MFMO Motley Fool Momentum Factor ETF 0.3 50 17 2.0 -1.9
DFAC Dimensional U.S. Core Equity 2 ETF 0.3 17 50 4.7 +0.9
DFIS Dimensional International Small Cap ETF 0.3 39 28 6.1 +2.3
FTEC Fidelity MSCI Information Technology Index ETF 0.3 8 59 3.0 -0.9
AVSD Avantis Responsible International Equity ETF 0.3 23 44 6.0 +2.2
EWX SPDR S&P Emerging Markets Small Cap ETF 0.3 65 2 6.5 +2.7
DFLV Dimensional US Large Cap Value ETF 0.3 22 45 6.1 +2.3
DFSI Dimensional International Sustainability Core 1 ETF 0.3 24 43 5.7 +1.9
WOMN Impact Shares YWCA Women's Empowerment ETF 0.3 75 -8 4.8 +1.0
EUSA iShares MSCI USA Equal Weighted ETF 0.2 9 58 5.5 +1.7
SAGP Strategas Global Policy Opportunities ETF 0.2 65 2 4.9 +1.1
DFSU Dimensional US Sustainability Core 1 ETF 0.2 18 49 4.6 +0.8
DCOR Dimensional US Core Equity 1 ETF 0.2 14 53 4.6 +0.8
PTL Inspire 500 ETF 0.2 9 58 4.4 +0.6
VPU Vanguard Utilities ETF 0.2 9 58 4.9 +1.1
AVSU Avantis Responsible U.S. Equity ETF 0.2 15 52 4.9 +1.1
DFUV Dimensional US Marketwide Value ETF 0.2 22 45 6.1 +2.3
IGM iShares Expanded Tech Sector ETF 0.2 41 26 2.6 -1.2
RSP Invesco S&P 500 Equal Weight ETF 0.2 20 47 5.9 +2.1
DHS WisdomTree U.S. High Dividend Fund 0.2 38 29 8.1 +4.3
FYX First Trust Small Cap Core AlphaDEX Fund 0.2 61 6 5.4 +1.6
IMCB iShares Morningstar Mid-Cap ETF 0.2 4 63 5.2 +1.4
CFA VictoryShares US 500 Volatility Wtd ETF 0.2 35 32 5.3 +1.5
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.2 40 27 5.3 +1.5
AVUS Avantis U.S. Equity ETF 0.2 15 52 4.7 +0.9
FUTY Fidelity MSCI Utilities Index ETF 0.2 8 59 4.9 +1.1
XLK Technology Select Sector SPDR 0.2 8 59 3.2 -0.6
GXC SPDR S & P China ETF 0.2 59 8 18.6 +14.8
SIZE iShares MSCI USA Size Factor ETF 0.2 15 52 5.4 +1.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.2 9 58 5.2 +1.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.2 18 49 6.9 +3.1
JVAL JPMorgan U.S. Value Factor ETF 0.2 12 55 6.7 +2.9
DLS WisdomTree International SmallCap Dividend Fund 0.2 58 9 7.5 +3.7
XOEF iShares S&P 500 ex S&P 100 ETF 0.2 20 47 4.6 +0.8
FLCH Franklin FTSE China ETF 0.2 19 48 18.0 +14.2
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.2 15 52 5.0 +1.2
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.2 19 48 4.7 +0.9
FBCG Fidelity Blue Chip Growth ETF 0.2 59 8 2.1 -1.7
ROSC Hartford Multifactor Small Cap ETF 0.2 34 33 7.2 +3.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.2 25 42 4.9 +1.1
AVUQ Avantis U.S. Quality ETF 0.2 15 52 3.6 -0.2
SSPY Syntax Stratified LargeCap ETF 0.2 30 37 6.0 +2.2
DEW WisdomTree Global High Dividend Fund 0.2 58 9 7.2 +3.4
TTAC FCF US Quality ETF 0.2 59 8 5.6 +1.8
MCHI iShares MSCI China ETF 0.2 59 8 20.2 +16.4
NACP Impact Shares NAACP Minority Empowerment ETF 0.2 49 18 3.6 -0.2
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 28 7.8 +4.0
ONEQ Fidelity Nasdaq Composite Index ETF 0.2 21 46 2.9 -1.0
ROUS Hartford Multifactor US Equity ETF 0.2 19 48 5.3 +1.5
VFMF Vanguard U.S. Multifactor ETF 0.2 18 49 6.6 +2.8
VO Vanguard Mid-Cap ETF 0.1 4 63 21.0 +17.2
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.1 20 47 8.6 +4.8
ACWV iShares MSCI Global Min Vol Factor ETF 0.1 20 47 5.7 +1.9
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.1 12 55 6.2 +2.4
DFVX Dimensional US Large Cap Vector ETF 0.1 22 45 5.3 +1.5
AFK VanEck Africa Index ETF 0.1 98 -31 11.2 +7.4
IXN iShares Global Tech ETF 0.1 41 26 2.6 -1.2
DFAU Dimensional US Core Equity Market ETF 0.1 12 55 4.3 +0.5
DXIV Dimensional International Vector Equity ETF 0.1 34 33 6.6 +2.8
VEGN US Vegan Climate ETF 0.1 60 7 3.3 -0.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.1 29 38 5.6 +1.8
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 42 8.0 +4.2
IUSG iShares Core S&P U.S. Growth ETF 0.1 4 63 3.1 -0.7
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.1 35 32 10.0 +6.2
DFSV Dimensional US Small Cap Value ETF 0.1 31 36 8.8 +5.0
STXG Strive 1000 Growth ETF 0.1 18 49 3.2 -0.6
DFIC Dimensional International Core Equity 2 ETF 0.1 23 44 6.3 +2.5
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.1 38 29 7.0 +3.2
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 58 4.1 +0.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.1 3 64 4.1 +0.3
AVES Avantis Emerging Markets Value ETF 0.1 36 31 8.9 +5.1
GSPY Gotham Enhanced 500 ETF 0.1 50 17 4.4 +0.6
USXF iShares ESG Advanced MSCI USA ETF 0.1 10 57 3.8 -0.0
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 37 6.4 +2.6
EGUS iShares ESG Aware MSCI USA Growth ETF 0.1 18 49 3.0 -0.8
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.1 70 -3 6.5 +2.7
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.1 3 64 4.3 +0.5
DFAI Dimensional International Core Equity Market ETF 0.1 18 49 6.1 +2.3
IWV iShares Russell 3000 ETF 0.1 20 47 4.0 +0.2
DFUS Dimensional U.S. Equity ETF 0.1 9 58 4.1 +0.3
IEFA iShares Core MSCI EAFE ETF 0.1 7 60 6.1 +2.3
VTHR Vanguard Russell 3000 ETF 0.1 7 60 4.1 +0.3
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 63 5.6 +1.8
IWD iShares Russell 1000 Value ETF 0.1 19 48 5.4 +1.6
VTI Vanguard Total Stock Market ETF 0.1 3 64 4.1 +0.3
DFEV Dimensional Emerging Markets Value ETF 0.1 43 24 9.4 +5.6
BKF iShares MSCI BIC ETF 0.1 69 -2 14.9 +11.1
GXPT Global X PureCap MSCI Information Technology ETF 0.1 25 42 3.2 -0.6
FMDE Fidelity Enhanced Mid Cap ETF 0.1 23 44 5.4 +1.6
AVEM Avantis Emerging Markets Equity ETF 0.1 33 34 7.0 +3.2
VONV Vanguard Russell 1000 Value ETF 0.1 7 60 5.5 +1.7
VSGX Vanguard ESG International Stock ETF 0.1 10 57 6.6 +2.8
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.1 15 52 4.2 +0.4
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.1 24 43 6.9 +3.1
IYY iShares Dow Jones U.S. ETF 0.1 20 47 4.1 +0.3
VT Vanguard Total World Stock ETF 0.1 6 61 5.0 +1.2
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.1 20 47 5.8 +2.0
ILCG iShares Morningstar Growth ETF 0.1 4 63 3.0 -0.8
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.1 4 63 3.0 -0.8
VOOG Vanguard S&P 500 Growth ETF 0.1 7 60 18.4 +14.6
IVW iShares S&P 500 Growth ETF 0.1 18 49 2.9 -0.9
SUSL iShares ESG MSCI USA Leaders ETF 0.1 10 57 4.2 +0.4
JHML John Hancock Multifactor Large Cap ETF 0.1 29 38 4.5 +0.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.1 9 58 4.3 +0.5
EPS WisdomTree U.S. LargeCap Fund 0.1 8 59 4.7 +0.9
IDEV iShares Core MSCI International Developed Markets ETF 0.1 4 63 6.0 +2.2
HLAL Wahed FTSE USA Shariah ETF 0.1 50 17 3.6 -0.3
DSI iShares MSCI KLD 400 Social ETF 0.1 25 42 4.1 +0.3
SCHB Schwab U.S. Broad Market ETF 0.1 3 64 4.2 +0.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.1 45 22 3.5 -0.3
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 3 64 5.8 +2.0
VXUS Vanguard Total International Stock ETF 0.1 5 62 6.7 +2.9
VEA Vanguard FTSE Developed Markets ETF 0.1 3 64 6.0 +2.2
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 37 5.2 +1.4
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 2 3.4 -0.4
DEUS Xtrackers Russell US Multifactor ETF 0.1 17 50 6.4 +2.6
GVUS Marketbeta Russell 1000 Value Equity ETF 0.1 12 55 5.4 +1.6
CRTC Xtrackers US National Critical Technologies ETF 0.1 35 32 4.2 +0.4
EBI Longview Advantage ETF 0.1 35 32 5.9 +2.1
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.1 12 55 3.6 -0.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1 9 58 4.9 +1.1
IXUS iShares Core MSCI Total International Stock ETF 0.1 7 60 6.6 +2.8
XMAG Defiance Large Cap ex-Mag 7 ETF 0.1 35 32 4.3 +0.5
VWO Vanguard FTSE Emerging Markets ETF 0.1 7 60 9.2 +5.4
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.1 20 47 7.3 +3.5
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.1 45 22 5.6 +1.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 56 4.1 +0.3
AVDE Avantis International Equity ETF 0.1 23 44 6.2 +2.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.1 10 57 4.2 +0.4
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 39 2.8 -1.0
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.1 33 34 6.7 +2.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 42 5.5 +1.7
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.1 43 24 4.9 +1.1
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 0.1 5 62 7.2 +3.4
VUG Vanguard Growth ETF 0.1 4 63 20.1 +16.3
PRXG Praxis Impact Large Cap Growth ETF 0.1 36 31 3.1 -0.7
TOPC iShares S&P 500 3% Capped ETF 0.1 15 52 4.4 +0.6
IWB iShares Russell 1000 ETF 0.1 15 52 4.1 +0.3
VFH Vanguard Financials ETF 0.1 9 58 6.2 +2.4
VONE Vanguard Russell 1000 ETF 0.1 7 60 4.2 +0.4
PRF Invesco FTSE RAFI US 1000 ETF 0.1 34 33 5.6 +1.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.1 19 48 5.0 +1.2
RAYD Rayliant Quantitative Developed Market Equity ETF 0.1 80 -13 3.6 -0.2
HDUS Hartford Disciplined US Equity ETF 0.1 19 48 4.7 +0.9
HFXI IQ FTSE International Equity Currency Neutral ETF 0.1 20 47 5.6 +1.8
FNCL Fidelity MSCI Financials Index ETF 0.1 8 59 6.2 +2.4
REVS Columbia Research Enhanced Value ETF 0.1 19 48 6.6 +2.8
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.1 40 27 5.7 +1.9
DWM WisdomTree International Equity Fund 0.1 48 19 5.7 +1.9
DEM WisdomTree Emerging Markets High Dividend Fund 0.1 63 4 10.3 +6.5
BKIE BNY Mellon International Equity ETF 0.1 4 63 6.0 +2.2
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 47 5.9 +2.1
SCHK Schwab 1000 Index ETF 0.1 5 62 4.2 +0.4
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.1 59 8 8.6 +4.8
DFAE Dimensional Emerging Core Equity Market ETF 0.1 35 32 7.0 +3.2
GMF SPDR S&P Emerging Asia Pacific ETF 0.1 49 18 8.6 +4.8
MTUM iShares MSCI USA Momentum Factor ETF 0.1 15 52 2.3 -1.5
XVV iShares ESG Screened S&P 500 ETF 0.1 8 59 4.1 +0.3
SCHF Schwab International Equity ETF 0.1 6 61 6.0 +2.2
VEU Vanguard FTSE All-World ex-US Index Fund 0.1 4 63 6.7 +2.9
DSPY Tema S&P 500 Historical Weight ETF 0.1 18 49 4.4 +0.6
TOV JLens 500 Jewish Advocacy U.S. ETF 0.1 18 49 3.9 +0.1
EEMA iShares MSCI Emerging Markets Asia ETF 0.1 49 18 7.5 +3.7
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.1 20 47 4.0 +0.2
IEUR iShares Core MSCI Europe ETF 0.1 11 56 6.4 +2.6
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.1 53 14 5.1 +1.3
FNDB Schwab Fundamental US Broad Market Index ETF 0.1 25 42 6.1 +2.3
SPYM State Street SPDR Portfolio S&P 500 ETF 0.1 2 65 4.2 +0.4
IVV iShares Core S&P 500 ETF 0.1 3 64 4.2 +0.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 47 4.2 +0.4
TRUT VanEck Technology TruSector ETF 0.1 13 54 3.6 -0.2
SPY SPDR S&P 500 ETF 0.1 9 58 4.1 +0.3
VOO Vanguard S&P 500 ETF 0.1 3 64 4.2 +0.4
CATH Global X S&P 500 Catholic Values Custom ETF 0.1 29 38 4.0 +0.2
GXLC Global X U.S. 500 ETF 0.1 2 65 4.1 +0.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.1 14 53 4.1 +0.3
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.1 58 9 8.4 +4.6
FLAX Franklin FTSE Asia Ex Japan ETF 0.1 19 48 7.1 +3.3
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 39 5.7 +1.9
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 60 9.5 +5.7
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 28 6.2 +2.4
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.1 39 28 7.0 +3.2
SCHX Schwab U.S. Large-Cap ETF 0.0 3 64 4.2 +0.4
ILCB iShares Morningstar U.S. Equity ETF 0.0 3 64 4.1 +0.3
QVML Invesco S&P 500 QVM Multi-factor ETF 0.0 11 56 4.3 +0.5
SCHE Schwab Emerging Markets Equity ETF 0.0 11 56 9.5 +5.7
STRV Strive 500 ETF 0.0 5 62 4.1 +0.3
SPEU SPDR Portfolio Europe ETF 0.0 7 60 6.5 +2.7
SFY SoFi Select 500 ETF 0.0 0 67 3.7 -0.1
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.0 70 -3 6.9 +3.1
PBUS Invesco MSCI USA ETF 0.0 4 63 4.2 +0.4
BKLC BNY Mellon US Large Cap Core Equity ETF 0.0 0 67 4.1 +0.3
SPXE ProShares S&P 500 Ex-Energy ETF 0.0 9 58 4.0 +0.2
SPXN ProShares S&P 500 Ex-Financials ETF 0.0 9 58 4.0 +0.2
SPXV ProShares S&P 500 Ex-Health Care ETF 0.0 9 58 3.9 +0.1
VFVA Vanguard U.S. Value Factor ETF 0.0 13 54 9.4 +5.6
CHRI Global X S&P 500 Christian Values ETF 0.0 29 38 3.9 +0.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.0 20 47 4.7 +0.9
IUS Invesco RAFI Strategic US ETF 0.0 19 48 5.6 +1.8
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 58 8.2 +4.4
TOK iShares MSCI Kokusai ETF 0.0 26 41 4.3 +0.5
VGK Vanguard FTSE Europe ETF 0.0 6 61 6.6 +2.8
SCHD Schwab US Dividend Equity ETF 0.0 6 61 8.0 +4.2
ACWI iShares MSCI ACWI ETF 0.0 32 35 4.6 +0.8
VYM Vanguard High Dividend Yield Index ETF 0.0 6 61 6.0 +2.2
USEW Cambria US EW ETF 0.0 30 37 4.1 +0.3
URTH iShares MSCI World ETF 0.0 24 43 4.3 +0.5
RVRB Reverb ETF 0.0 30 37 3.8 -0.0
MNZL Manzil Russell Halal USA Broad MarketETF 0.0 40 27 3.7 -0.1
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.0 30 37 8.0 +4.2
SCJ iShares MSCI Japan Small-Cap ETF 0.0 50 17 5.6 +1.8
EEM iShares MSCI Emerging Markets ETF 0.0 69 -2 7.8 +4.0
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 0.0 69 -2 7.4 +3.6
STXD Strive 1000 Dividend Growth ETF 0.0 35 32 4.4 +0.6
STXV Strive 1000 Value ETF 0.0 18 49 6.8 +3.0
DISV Dimensional International Small Cap Value ETF 0.0 42 25 8.1 +4.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.0 2 65 4.1 +0.3
KOKU Xtrackers MSCI Kokusai Equity ETF 0.0 9 58 4.4 +0.6
VOTE TCW Transform 500 ETF 0.0 5 62 4.1 +0.3
VSLU Applied Finance Valuation Large Cap ETF 0.0 49 18 4.8 +1.0
MODL VictoryShares WestEnd U.S. Sector ETF 0.0 42 25 4.0 +0.2
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.0 15 52 8.0 +4.2
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.0 18 49 6.4 +2.6
RECS Columbia Research Enhanced Core ETF 0.0 15 52 5.3 +1.5
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.0 33 34 6.1 +2.3
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 1 7.2 +3.4
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.0 32 35 7.4 +3.6
DFAT Dimensional U.S. Targeted Value ETF 0.0 28 39 8.6 +4.8
XCNY SPDR S&P Emerging Markets ex-China ETF 0.0 15 52 5.7 +1.9
FNDX Schwab Fundamental US Large Co. Index ETF 0.0 25 42 6.2 +2.4
RWL Invesco S&P 500 Revenue ETF 0.0 39 28 5.7 +1.9
IUSV iShares Core S&P US Value ETF 0.0 4 63 5.8 +2.0
VONG Vanguard Russell 1000 Growth ETF 0.0 7 60 3.5 -0.3
IWF iShares Russell 1000 Growth ETF 0.0 19 48 14.2 +10.4
EMXF iShares ESG Advanced MSCI EM ETF 0.0 16 51 6.7 +2.9
VV Vanguard Large-Cap ETF 0.0 4 63 4.1 +0.3
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.0 30 37 7.6 +3.8
ISCF iShares International SmallCap Equity Factor ETF 0.0 23 44 7.3 +3.5
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.0 12 55 3.4 -0.4
BKEM BNY Mellon Emerging Markets Equity ETF 0.0 11 56 7.9 +4.1
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.0 36 31 7.6 +3.8
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 22 6.8 +3.0
APUE ActivePassive U.S. Equity ETF 0.0 45 22 3.9 +0.1
DIVB iShares Core Dividend ETF 0.0 5 62 6.9 +3.1
ACWX iShares MSCI ACWI ex U.S. ETF 0.0 34 33 6.4 +2.6
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.0 41 26 6.9 +3.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.0 75 -8 3.1 -0.7
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.0 41 26 6.0 +2.2
AVSE Avantis Responsible Emerging Markets Equity ETF 0.0 33 34 6.6 +2.8
APIE ActivePassive International Equity ETF 0.0 45 22 6.4 +2.6
CWI SPDR MSCI ACWI ex-US ETF 0.0 30 37 6.5 +2.7
EQL Alps Equal Sector Weight ETF 0.0 25 42 5.1 +1.3
VYMI Vanguard International High Dividend Yield ETF 0.0 17 50 8.1 +4.3
VPL Vanguard FTSE Pacific ETF 0.0 7 60 5.3 +1.5
IPAC iShares Core MSCI Pacific ETF 0.0 9 58 5.5 +1.7

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:		 Invesco Solar ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 8.3 %
Divided by: Fwd. P/BV 1.9 x
Less: Expense ratio 67 bp
Equals: ALTAR Score 3.8 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.71 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.