Tortoise Nuclear Renaissance ETF
ALTAR
Score™		 1.0% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 44.1x P/Sales
ratio		 3.8x
P/BV
ratio		 4.9x Div.
yield		 1.4%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The Tortoise Nuclear Renaissance ETF seeks to provide investment results that correspond to the performance of companies involved in the nuclear energy industry, including those engaged in the development, production, and conservation of nuclear energy.

FUND BASICS
Category US Equities
Fund Sponsor Tortoise
Website tortoisecapital.com/etf/tortoise-nuclear-renaissance-etf/#overview
Inception date Dec 16, 2025
Assets (mns) $1
Currency USD
Expense ratio 75 bp
Distributions

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting
Index replication
Uses derivatives No
Options available No

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 24
Wgt avg mkt cap (mns) $29,297
Large cap (>$10bn) 0.0%
Mid cap ($2-10bn) 0.0%
Small cap (<$2bn) 0.0%
Developed mkts 0.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
MIRION TECHNOLOGIES, INC. CLASS A 7.7 %
CAMECO CORP 7.3 %
DOOSAN HEAVY INDUSTRIES 7.1 %
BWX TECHNOLOGIES, INC. 6.9 %
CURTISS-WRIGHT CORP 6.8 %
CONSTELLATION ENERGY CORPORATION 6.1 %
ROLLS-ROYCE HOLDINGS-SP ADR 5.8 %
ATKINSREALIS GROUP INC 5.7 %
AMENTUM HOLDINGS INC 5.1 %
FORTUM OYJ 5.0 %
Total 63.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 58.7 %
CANADA 16.9 %
SOUTH KOREA 8.0 %
FINLAND 6.1 %
BRITAIN 5.9 %
KAZAKHSTAN 4.1 %





HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru September 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-11.8% -- -- -- -11.8%

Market Correlations
versus... Beta R-squared
S&P500 -- --
MSCI EAFE -- --
MSCI Emg. Mkts. -- --

Technical Indicators
Recent close $22.04
30d moving avg. $23.94
Annualized volatility 0.0%
Short interest (ETF) 5.1%
Relative strength (RSI) 51

Liquidity measures
Avg. volume (thou.) 1
Turnover 1.7%
Bid/Ask (% of price) 0.47%
ADV underlying (mns) $0

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 684 potential alternatives to the Tortoise Nuclear Renaissance ETF ETF based on the alternatives' overlap in portfolio holdings with TNUK. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: TNUK Expense: 75 bp ALTAR Score™: 1.0%


ALTERNATIVE ETFs BASED ON OVERLAP WITH TNUK
Ticker Fund
Name		 Overlap1
vs TNUK
(%)		 Expense
ratio
(bp)		 Savings
vs TNUK
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs TNUK
(%)
NUKZ Range Nuclear Renaissance Index ETF 31.0 85 -10 1.7 +0.7
URAN Themes Uranium & Nuclear ETF 29.5 35 40 1.3 +0.3
URA Global X Uranium ETF 27.7 69 6 1.2 +0.1
AIPO Defiance AI & Power Infrastructure ETF 20.7 69 6 0.9 -0.1
FTWO Strive FAANG 2.0 ETF 15.5 49 26 4.0 +3.0
ZAP Global X U.S. Electrification ETF 12.8 50 25 3.7 +2.7
VPU Vanguard Utilities ETF 12.1 9 66 5.6 +4.6
XLU Utilities Select Sector SPDR 12.0 8 67 5.5 +4.5
IDU iShares U.S. Utilities ETF 11.9 40 35 5.0 +4.0
FUTY Fidelity MSCI Utilities Index ETF 11.4 8 67 5.6 +4.6
CCSO Carbon Collective Climate Solutions US Equity ETF 9.3 35 40 1.1 +0.1
UTES Virtus Reaves Utilities ETF 9.3 49 26 4.4 +3.3
GLRY Inspire Faithward Mid Cap Momentum ETF 9.1 80 -5 4.2 +3.2
POWR iShares U.S. Power Infrastructure ETF 8.9 40 35 4.5 +3.5
CDIG City Different Investments Global Equity ETF 8.7 75 0 -1.7 -2.7
JXI iShares Global Utilities ETF 8.7 43 32 5.7 +4.7
XME State Street SPDR S&P Metals & Mining ETF 8.5 35 40 5.9 +4.9
AFOS ARS Focused Opportunities Strategy ETF 8.3 45 30 2.0 +1.0
GPT Intelligent Alpha Atlas ETF 8.2 69 6 6.1 +5.0
PUI Invesco Dorsey Wright Utilities Momentum ETF 7.9 60 15 5.1 +4.1
SETM Sprott Energy Transition Materials ETF 7.9 65 10 2.0 +1.0
RSPU Invesco S&P 500 Equal Weight Utilities ETF 7.9 40 35 5.8 +4.8
CBSE Clough Select Equity ETF 7.3 85 -10 0.4 -0.6
NETZ TCW Transform Systems ETF 6.8 75 0 1.5 +0.5
SRVR Pacer Data & Infrastructure Real Estate ETF 6.7 55 20 4.7 +3.7
LOUP Innovator Deepwater Frontier Tech ETF 6.6 70 5 1.0 -0.1
POW VistaShares Electrification Supercycle ETF 6.5 75 0 2.3 +1.3
GRNJ Fundstrat Granny Shots US Small & Mid Cap ETF 6.5 75 0 2.0 +0.9
FXU First Trust Utilities AlphaDEX Fund 6.3 64 11 6.0 +4.9
IFRA iShares U.S. Infrastructure ETF 6.1 30 45 6.1 +5.1
XMMO Invesco S&P MidCap Momentum ETF 5.9 34 41 3.8 +2.8
CNRG State Street SPDR S&P Kensho Clean Power ETF 5.8 45 30 0.1 -1.0
SCDV Bahl & Gaynor Small Cap Dividend ETF 5.7 70 5 4.2 +3.2
TMAT Main Thematic Innovation ETF 5.7 164 -89 -1.9 -3.0
VCLN Virtus Duff & Phelps Clean Energy ETF 5.6 59 16 2.8 +1.8
CSMD Congress SMid Growth ETF 5.4 69 6 3.6 +2.6
MDCP VictoryShares THB Mid Cap ESG ETF 5.3 55 20 5.0 +4.0
MID American Century Mid Cap Growth Impact ETF 5.2 45 30 3.0 +1.9
IGF iShares Global Infrastructure ETF 5.1 41 34 4.6 +3.6
GII SPDR S&P Global Infrastructure ETF 5.0 40 35 4.7 +3.6
TCAI Tortoise AI Infrastructure ETF 5.0 65 10 1.5 +0.5
SPDV AAM S&P 500 High Dividend Value ETF 5.0 29 46 11.1 +10.1
RBLD First Trust Alerian US NextGen Infrastructure ETF 4.9 65 10 4.2 +3.2
ARKQ ARK Autonomous Technology & Robotics ETF 4.8 75 0 1.0 -0.0
XAR State Street SPDR S&P Aerospace & Defense ETF 4.8 35 40 2.1 +1.1
GRNY Fundstrat Granny Shots US Large Cap ETF 4.2 75 0 2.2 +1.1
YNOT Horizon Digital Frontier ETF 4.2 75 0 2.5 +1.5
IPAV Global X Infrastructure Development ex-U.S. ETF 4.1 55 20 6.2 +5.2
CSD Invesco S&P Spin-Off ETF 4.0 65 10 4.0 +3.0
GVIP Goldman Sachs Hedge Industry VIP ETF 3.9 45 30 2.5 +1.5
EFNL iShares MSCI Finland ETF 3.9 56 19 5.7 +4.7
CCFE Concourse Capital Focused Equity ETF 3.9 95 -20 3.4 +2.4
ICAP InfraCap Equity Income Fund ETF 3.7 171 -96 4.8 +3.8
INFL Horizon Kinetics Inflation Beneficiaries ETF 3.7 85 -10 2.9 +1.9
RUNN Running Oak Efficient Growth ETF 3.7 58 17 5.1 +4.1
YOKE Yoke Core ETF 3.6 42 33 3.9 +2.9
FPWR First Trust EIP Power Solutions ETF 3.5 96 -21 4.9 +3.8
FSST Fidelity Sustainable U.S. Equity ETF 3.4 59 16 3.7 +2.7
PDP Invesco Dorsey Wright Momentum ETF 3.4 62 13 1.6 +0.6
VOT Vanguard Mid-Cap Growth ETF 3.3 7 68 3.2 +2.2
FIW First Trust Water ETF 3.3 53 22 5.4 +4.3
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.2 65 10 5.3 +4.3
ABLG Abacus FCF International Leaders ETF 3.2 59 16 6.8 +5.8
EMLP First Trust North American Energy Infrastructure Fund 3.2 95 -20 5.0 +4.0
PPA Invesco Aerospace & Defense ETF 3.2 58 17 2.2 +1.1
TRFM AAM Transformers ETF 3.1 49 26 1.0 -0.1
EIPI FT Energy Income Partners Enhanced Income ETF 3.1 110 -35 5.7 +4.6
AIRR First Trust RBA American Industrial Renaissance ETF 3.1 70 5 4.4 +3.3
FFND Future Fund Active ETF 3.1 100 -25 4.5 +3.5
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 2.9 59 16 3.1 +2.0
IQM Franklin Intelligent Machines ETF 2.8 50 25 1.1 +0.1
SHLD Global X Defense Tech ETF 2.8 50 25 3.4 +2.4
TAX Cambria Tax Aware ETF 2.7 49 26 4.2 +3.1
RPG Invesco S&P 500 Pure Growth ETF 2.7 35 40 2.7 +1.7
AADR AdvisorShares Dorsey Wright ADR ETF 2.7 110 -35 3.3 +2.3
ITA iShares U.S. Aerospace & Defense ETF 2.7 40 35 1.8 +0.8
FIDU Fidelity MSCI Industrial Index ETF 2.7 8 67 3.9 +2.9
SPHQ Invesco S&P 500 Quality ETF 2.7 15 60 4.8 +3.8
RSPN Invesco S&P 500 Equal Weight Industrials ETF 2.6 40 35 4.9 +3.9
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.6 35 40 4.8 +3.7
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.6 60 15 1.6 +0.5
LVDS JPMorgan Fundamental Data Science Large Value ETF 2.6 49 26 4.8 +3.8
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 2.6 47 28 5.3 +4.3
VIS Vanguard Industrials ETF 2.5 9 66 3.9 +2.9
PTL Inspire 500 ETF 2.5 9 66 4.6 +3.6
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 2.5 61 14 6.5 +5.5
FTC First Trust Large Cap Growth AlphaDEX Fund 2.5 59 16 1.9 +0.8
IYJ iShares U.S. Industrials ETF 2.4 40 35 4.3 +3.3
NBDS Neuberger Berman Disrupters ETF 2.4 55 20 0.7 -0.3
SPHB Invesco S&P 500 High Beta ETF 2.4 25 50 3.5 +2.4
MISL First Trust Indxx Aerospace & Defense ETF 2.3 60 15 2.0 +1.0
CRTC Xtrackers US National Critical Technologies ETF 2.3 35 40 4.0 +3.0
QGRW WisdomTree U.S. Quality Growth Fund 2.2 28 47 2.9 +1.9
MFIG Motley Fool Innovative Growth Factor ETF 2.2 50 25 2.7 +1.7
SNPG Xtrackers S&P 500 Growth ESG ETF 2.2 15 60 4.1 +3.0
IVES Wedbush ETFMG Global Cloud Technology ETF 2.2 68 7 3.4 +2.4
XMHQ Invesco S&P MidCap Quality ETF 2.2 25 50 6.1 +5.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.2 18 57 5.2 +4.1
IWP iShares Russell Mid-Cap Growth ETF 2.1 23 52 3.1 +2.0
EXI iShares Global Industrials ETF 2.1 42 33 3.7 +2.7
EIPX FT Energy Income Partners Strategy ETF 2.1 95 -20 6.0 +5.0
NATO Themes Transatlantic Defense ETF 2.1 35 40 2.1 +1.1
ROKT State Street SPDR S&P Kensho Final Frontiers ETF 2.0 45 30 0.9 -0.1
XLI Industrial Select Sector SPDR 2.0 8 67 3.9 +2.9
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 2.0 12 63 6.0 +5.0
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.0 20 55 4.2 +3.2
STXM Strive Mid-Cap ETF 2.0 18 57 6.1 +5.0
ARTY iShares Future AI & Tech ETF 2.0 47 28 2.2 +1.2
CZA Invesco Zacks Mid-Cap ETF 1.9 72 3 6.1 +5.0
VFMO Vanguard U.S. Momentum Factor ETF 1.9 13 62 1.7 +0.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.9 10 65 4.3 +3.3
FLDZ RiverNorth Patriot ETF 1.9 75 0 6.4 +5.4
BDIV AAM Brentview Dividend Growth ETF 1.9 49 26 3.8 +2.8
IJK iShares S&P Mid-Cap 400 Growth ETF 1.9 17 58 4.3 +3.2
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.9 15 60 4.3 +3.3
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.9 60 15 4.5 +3.5
SWP SWP Growth & Income ETF 1.9 99 -24 4.7 +3.6
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.9 75 0 6.0 +5.0
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.9 60 15 9.4 +8.3
FLCA Franklin FTSE Canada ETF 1.9 9 66 5.6 +4.5
SPVU Invesco S&P 500 Enhanced Value ETF 1.8 13 62 8.6 +7.5
SAGP Strategas Global Policy Opportunities ETF 1.8 65 10 5.1 +4.1
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.8 52 23 5.1 +4.1
HAPI Harbor Human Capital Factor US Large Cap ETF 1.8 36 39 4.1 +3.1
FFOX FundX Future Fund Opportunities ETF 1.8 100 -25 2.7 +1.6
VO Vanguard Mid-Cap ETF 1.8 4 71 21.6 +20.5
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.7 35 40 6.6 +5.5
ROE Astoria US Quality Kings ETF 1.7 49 26 5.3 +4.3
GQQQ Astoria US Quality Growth Kings ETF 1.7 35 40 3.3 +2.3
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.7 75 0 2.0 +0.9
AIEQ AI Powered Equity ETF 1.7 75 0 3.8 +2.8
FFOG Franklin Focused Growth ETF 1.7 61 14 1.6 +0.6
FPX First Trust US Equity Opportunities ETF 1.7 61 14 0.9 -0.2
PEXL Pacer US Export Leaders ETF 1.7 60 15 3.0 +2.0
QGRO American Century U.S. Quality Growth ETF 1.7 29 46 4.1 +3.1
NULC Nuveen ESG Large-Cap ETF 1.7 21 54 3.9 +2.9
SAMM Strategas Macro Momentum ETF 1.7 66 9 3.4 +2.4
WUGI AXS Esoterica NextG Economy ETF 1.7 75 0 1.4 +0.4
FDWM Fidelity Women's Leadership ETF 1.7 59 16 4.1 +3.0
GK AdvisorShares Gerber Kawasaki ETF 1.7 75 0 1.5 +0.5
AIS VistaShares Artificial Intelligence Supercycle ETF 1.7 75 0 0.8 -0.2
CAML Congress Large Cap Growth ETF 1.7 66 9 2.5 +1.5
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.7 45 30 1.8 +0.8
DARP Grizzle Growth ETF 1.7 75 0 1.7 +0.7
RDVY First Trust Rising Dividend Achievers ETF 1.7 50 25 5.1 +4.1
VOLT Tema Electrification ETF 1.7 75 0 2.6 +1.6
IWFG IQ Winslow Focused Large Cap Growth ETF 1.7 65 10 2.2 +1.2
KONG Formidable Fortress ETF 1.7 89 -14 5.1 +4.1
ABFL Abacus FCF Leaders ETF 1.7 59 16 4.1 +3.1
AGRW Allspring LT Large Growth ETF 1.7 35 40 3.5 +2.5
NULG Nuveen ESG Large-Cap Growth ETF 1.7 26 49 3.0 +2.0
FRNW Fidelity Clean Energy ETF 1.7 39 36 2.2 +1.2
GGRW Gabelli Growth Innovators ETF 1.7 90 -15 2.1 +1.1
RAYD Rayliant Quantitative Developed Market Equity ETF 1.7 80 -5 3.6 +2.6
ETEC iShares Breakthrough Environmental Solutions ETF 1.7 47 28 3.4 +2.4
FAN First Trust Global Wind Energy ETF 1.7 60 15 3.2 +2.1
XSMO Invesco S&P SmallCap Momentum ETF 1.7 39 36 3.9 +2.9
EWC iShares MSCI Canada ETF 1.7 50 25 5.2 +4.2
ARKK ARK Innovation ETF 1.7 75 0 -2.5 -3.5
QDF FlexShares Quality Dividend Index Fund 1.7 37 38 5.4 +4.4
EQL Alps Equal Sector Weight ETF 1.7 25 50 5.3 +4.2
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 1.7 49 26 6.3 +5.2
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.7 75 0 1.7 +0.7
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.7 75 0 4.2 +3.2
FSGS First Trust SMID Growth Strength ETF 1.6 60 15 5.0 +4.0
PSCT Invesco S&P SmallCap Information Technology ETF 1.6 29 46 3.0 +2.0
MTUM iShares MSCI USA Momentum Factor ETF 1.6 15 60 2.3 +1.3
JGRO JPMorgan Active Growth ETF 1.6 44 31 2.6 +1.6
YALL God Bless America ETF 1.6 65 10 4.7 +3.7
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.6 58 17 5.2 +4.2
RGEF Rockefeller Global Equity ETF 1.5 55 20 3.8 +2.8
FLKR Franklin FTSE South Korea ETF 1.5 9 66 3.9 +2.9
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.5 80 -5 5.6 +4.6
VBK Vanguard Small-Cap Growth ETF 1.5 7 68 1.3 +0.3
SMRI Bushido Capital US Equity ETF 1.5 71 4 7.1 +6.1
SPMO Invesco S&P 500 Momentum ETF 1.5 13 62 2.9 +1.9
DGLO First Trust RBA Deglobalization ETF 1.5 70 5 5.6 +4.6
BBCA JPMorgan BetaBuilders Canada ETF 1.5 19 56 5.5 +4.4
LRGC AB US Large Cap Strategic Equities ETF 1.5 48 27 3.8 +2.8
RW Rainwater Equity ETF 1.5 125 -50 3.5 +2.4
EV Mast Global Battery Recycling & Production ETF 1.5 65 10 6.4 +5.4
JMOM JPMorgan U.S. Momentum Factor ETF 1.5 12 63 3.3 +2.3
PWB Invesco Large Cap Growth ETF 1.5 56 19 2.0 +1.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.4 12 63 3.6 +2.6
IMCG iShares Morningstar Mid-Cap Growth ETF 1.4 6 69 3.4 +2.4
MAGA Point Bridge America First ETF 1.4 72 3 5.5 +4.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.4 15 60 6.4 +5.4
GEW Cambria Global EW ETF 1.4 29 46 5.4 +4.4
TXS Texas Capital Texas Equity Index ETF 1.4 49 26 4.9 +3.9
AVUQ Avantis U.S. Quality ETF 1.4 15 60 3.7 +2.7
INRO iShares U.S. Industry Rotation Active ETF 1.4 42 33 3.5 +2.5
EMM Global X Emerging Markets ex-China ETF 1.4 75 0 4.6 +3.5
FFLC Fidelity Fundamental Large Cap Core ETF 1.4 38 37 3.9 +2.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.4 14 61 4.2 +3.1
SPIT F/m Emerald Special Situations ETF 1.3 105 -30 -0.7 -1.7
ARKX ARK Space Exploration & Innovation ETF 1.3 75 0 0.0 -1.0
FMDE Fidelity Enhanced Mid Cap ETF 1.3 23 52 5.4 +4.4
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 1.3 58 17 9.2 +8.2
VSDA VictoryShares Dividend Accelerator ETF 1.3 35 40 6.7 +5.7
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.3 64 11 1.3 +0.3
SPXT ProShares S&P 500 Ex-Technology ETF 1.3 9 66 5.1 +4.1
FEX First Trust Large Cap Core AlphaDEX Fund 1.3 59 16 5.1 +4.1
ILCG iShares Morningstar Growth ETF 1.3 4 71 3.2 +2.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.3 9 66 5.3 +4.3
SRHQ SRH U.S. Quality ETF 1.3 35 40 6.2 +5.2
TPHD Timothy Plan High Dividend Stock ETF 1.3 52 23 6.4 +5.3
EWY iShares MSCI South Korea ETF 1.3 58 17 3.1 +2.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.2 38 37 7.2 +6.2
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.2 35 40 7.2 +6.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.2 60 15 7.0 +6.0
BRIF FIS Bright Portfolios Focused Equity ETF 1.2 65 10 3.3 +2.3
WOMN Impact Shares YWCA Women's Empowerment ETF 1.2 75 0 4.8 +3.8
FELG Fidelity Enhanced Large Cap Growth ETF 1.2 18 57 3.4 +2.4
EQWL Invesco S&P 100 Equal Weight ETF 1.2 25 50 5.5 +4.4
AVMC Avantis U.S. Mid Cap Equity ETF 1.2 18 57 6.3 +5.3
TEXN iShares Texas Equity ETF 1.2 20 55 5.0 +3.9
OALC OneAscent Large Cap Core ETF 1.2 86 -11 3.4 +2.4
SSPY Syntax Stratified LargeCap ETF 1.2 30 45 6.2 +5.1
EUSA iShares MSCI USA Equal Weighted ETF 1.2 9 66 5.6 +4.6
NANR SPDR S&P North American Natural Resources ETF 1.2 35 40 6.2 +5.2
SNPE Xtrackers S&P 500 ESG ETF 1.2 10 65 4.3 +3.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.2 7 68 5.4 +4.4
CFA VictoryShares US 500 Volatility Wtd ETF 1.2 35 40 5.5 +4.5
GURU Global X Guru Index ETF 1.1 75 0 2.4 +1.4
JHID John Hancock International High Dividend ETF 1.1 46 29 8.1 +7.0
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.1 40 35 5.5 +4.5
SIZE iShares MSCI USA Size Factor ETF 1.1 15 60 5.6 +4.6
FITE State Street SPDR S&P Kensho Future Security ETF 1.1 45 30 1.0 +0.0
IXC iShares Global Energy ETF 1.1 44 31 7.0 +5.9
JQUA JPMorgan U.S. Quality Factor ETF 1.1 12 63 4.9 +3.9
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.1 9 66 4.2 +3.2
EEMO Invesco S&P Emerging Markets Momentum ETF 1.1 29 46 6.2 +5.2
XMAG Defiance Large Cap ex-Mag 7 ETF 1.1 35 40 4.3 +3.3
XOEF iShares S&P 500 ex S&P 100 ETF 1.1 20 55 4.8 +3.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.1 20 55 4.2 +3.2
PSCI Invesco S&P SmallCap Industrials ETF 1.1 29 46 4.9 +3.9
ACSG American Century Small Cap Growth Insights ETF 1.1 49 26 4.9 +3.9
IWR iShares Russell Midcap ETF 1.1 19 56 5.5 +4.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.1 24 51 6.1 +5.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.1 15 60 3.0 +2.0
OEI Optimized Equity Income ETF 1.1 75 0 3.7 +2.6
IUSG iShares Core S&P U.S. Growth ETF 1.0 4 71 3.1 +2.1
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.0 27 48 6.9 +5.9
ALTL Pacer Lunt Large Cap Alternator ETF 1.0 60 15 5.1 +4.1
FBCG Fidelity Blue Chip Growth ETF 1.0 59 16 2.2 +1.2
MDY SPDR S&P Midcap 400 ETF Trust 1.0 23 52 6.2 +5.1
ABLD Abacus FCF Real Assets Leaders ETF 1.0 69 6 6.8 +5.8
VOOG Vanguard S&P 500 Growth ETF 1.0 7 68 18.6 +17.6
PAVE Global X U.S. Infrastructure Development ETF 1.0 47 28 4.6 +3.5
SPLV Invesco S&P 500 Low Volatility ETF 1.0 25 50 5.4 +4.4
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.0 4 71 3.1 +2.1
VONG Vanguard Russell 1000 Growth ETF 1.0 7 68 3.8 +2.7
IVW iShares S&P 500 Growth ETF 1.0 18 57 2.9 +1.9
IWF iShares Russell 1000 Growth ETF 1.0 19 56 15.1 +14.0
DIVG Invesco S&P 500 High Dividend Growers ETF 1.0 39 36 7.6 +6.6
IJH iShares Core S&P Mid-Cap ETF 1.0 5 70 6.3 +5.3
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.0 3 72 6.4 +5.3
IVOO Vanguard S&P Mid-Cap 400 ETF 1.0 7 68 6.3 +5.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.0 10 65 4.2 +3.2
QDEF FlexShares Quality Dividend Defensive Index Fund 1.0 37 38 5.5 +4.4
CGGO Capital Group Global Growth Equity ETF 1.0 47 28 4.1 +3.1
NACP Impact Shares NAACP Minority Empowerment ETF 1.0 49 26 3.6 +2.5
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.0 25 50 4.2 +3.2
IWO iShares Russell 2000 Growth ETF 1.0 24 51 0.5 -0.5
RSP Invesco S&P 500 Equal Weight ETF 1.0 20 55 6.0 +5.0
FELC Fidelity Enhanced Large Cap Core ETF 1.0 18 57 4.3 +3.3
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.0 15 60 4.2 +3.2
MGK Vanguard Mega Cap Growth ETF 0.9 7 68 17.3 +16.3
IMCB iShares Morningstar Mid-Cap ETF 0.9 4 71 5.2 +4.2
NUMV Nuveen ESG Mid-Cap Value ETF 0.9 31 44 5.7 +4.7
CGGR Capital Group Growth ETF 0.9 39 36 2.6 +1.6
VB Vanguard Small-Cap ETF 0.9 5 70 5.4 +4.3
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.9 46 29 7.8 +6.8
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.9 60 15 6.1 +5.1
DSPY Tema S&P 500 Historical Weight ETF 0.9 18 57 4.4 +3.4
SPXN ProShares S&P 500 Ex-Financials ETF 0.9 9 66 4.0 +3.0
MNZL Manzil Russell Halal USA Broad MarketETF 0.9 40 35 3.8 +2.8
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.9 58 17 3.6 +2.6
FMKT The Free Markets ETF 0.9 76 -1 4.3 +3.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.9 95 -20 -0.5 -1.5
IWY iShares Russell Top 200 Growth ETF 0.9 20 55 3.7 +2.7
STXG Strive 1000 Growth ETF 0.9 18 57 3.3 +2.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.9 45 30 3.6 +2.6
VSLU Applied Finance Valuation Large Cap ETF 0.9 49 26 4.9 +3.9
BKSE BNY Mellon US Small Cap Core Equity ETF 0.9 4 71 16.1 +15.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.9 29 46 5.7 +4.7
FSMD Fidelity Small-Mid Multifactor ETF 0.9 15 60 6.7 +5.7
GINX SGI Enhanced Global Income ETF 0.9 98 -23 6.7 +5.7
ESGG FlexShares STOXX Global ESG Select Index Fund 0.9 42 33 4.0 +3.0
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.9 20 55 0.8 -0.2
IPKW Invesco International BuyBack Achievers ETF 0.9 55 20 8.1 +7.1
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.9 10 65 3.8 +2.8
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 0.9 15 60 3.8 +2.8
IJT iShares S&P Small-Cap 600 Growth ETF 0.9 18 57 3.8 +2.8
DVY iShares Select Dividend ETF 0.9 38 37 8.4 +7.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.9 19 56 5.1 +4.1
SPXV ProShares S&P 500 Ex-Health Care ETF 0.9 9 66 3.9 +2.9
PBUS Invesco MSCI USA ETF 0.8 4 71 4.2 +3.2
VOTE TCW Transform 500 ETF 0.8 5 70 4.1 +3.1
FVD First Trust Value Line Dividend Index Fund 0.8 65 10 6.0 +5.0
SUSA iShares MSCI USA ESG Select ETF 0.8 25 50 4.0 +3.0
DSTL Distillate US Fundamental Stability & Value ETF 0.8 39 36 7.6 +6.6
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.8 20 55 7.7 +6.7
TOPC iShares S&P 500 3% Capped ETF 0.8 15 60 4.4 +3.4
HWAY Themes US Infrastructure ETF 0.8 29 46 4.7 +3.7
SGLC SGI U.S. Large Cap Core ETF 0.8 85 -10 3.6 +2.6
AVUS Avantis U.S. Equity ETF 0.8 15 60 4.8 +3.7
SPXE ProShares S&P 500 Ex-Energy ETF 0.8 9 66 4.1 +3.1
BKLC BNY Mellon US Large Cap Core Equity ETF 0.8 0 75 12.5 +11.4
JHML John Hancock Multifactor Large Cap ETF 0.8 29 46 4.5 +3.5
EGUS iShares ESG Aware MSCI USA Growth ETF 0.8 18 57 3.1 +2.1
APIE ActivePassive International Equity ETF 0.8 45 30 6.5 +5.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.8 2 73 4.2 +3.2
EQAL Invesco Russell 1000 Equal Weight ETF 0.8 20 55 6.3 +5.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.8 75 0 3.2 +2.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.8 11 64 4.2 +3.1
CATH Global X S&P 500 Catholic Values Custom ETF 0.8 29 46 4.1 +3.0
IDMO Invesco S&P International Developed Momentum ETF 0.8 25 50 5.1 +4.1
FDMO Fidelity Momentum Factor ETF 0.8 15 60 2.5 +1.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.8 35 40 3.4 +2.4
FUNL CornerCap Fundametrics Large-Cap ETF 0.8 50 25 6.5 +5.5
FSCS First Trust SMID Capital Strength ETF 0.8 60 15 7.4 +6.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.8 7 68 4.1 +3.1
VTWG Vanguard Russell 2000 Growth ETF 0.8 10 65 0.7 -0.3
GNR SPDR S&P Global Natural Resources ETF 0.8 40 35 8.3 +7.3
KLMN Invesco MSCI North America Climate ETF 0.8 9 66 4.3 +3.3
SUSL iShares ESG MSCI USA Leaders ETF 0.8 10 65 4.2 +3.2
SMLF iShares U.S. SmallCap Equity Factor ETF 0.8 15 60 5.0 +4.0
FDL First Trust Morningstar Dividend Leaders Index Fund 0.8 45 30 9.4 +8.4
QVML Invesco S&P 500 QVM Multi-factor ETF 0.8 11 64 4.3 +3.3
DEUS Xtrackers Russell US Multifactor ETF 0.8 17 58 6.7 +5.7
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 46 3.9 +2.9
ESGU iShares ESG Aware MSCI USA ETF 0.7 15 60 4.2 +3.1
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.7 12 63 3.9 +2.8
SMOX Horizon Small/Mid Cap Core Equity ETF 0.7 75 0 5.5 +4.5
TOV JLens 500 Jewish Advocacy U.S. ETF 0.7 18 57 3.9 +2.9
ULVM VictoryShares US Value Momentum ETF 0.7 20 55 6.3 +5.3
GXLC Global X U.S. 500 ETF 0.7 2 73 4.1 +3.1
DFUS Dimensional U.S. Equity ETF 0.7 9 66 4.1 +3.1
ILCB iShares Morningstar U.S. Equity ETF 0.7 3 72 4.1 +3.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.7 29 46 4.1 +3.0
VXF Vanguard Extended Market ETF 0.7 5 70 3.8 +2.8
XT iShares Exponential Technologies ETF 0.7 46 29 3.8 +2.8
GQI Natixis Gateway Quality Income ETF 0.7 34 41 4.7 +3.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.7 24 51 7.5 +6.4
CHRI Global X S&P 500 Christian Values ETF 0.7 29 46 3.9 +2.9
CCNR ALPS CoreCommodity Natural Resources ETF 0.7 39 36 8.4 +7.4
QLC FlexShares US Quality Large Cap Index Fund 0.7 25 50 4.5 +3.5
KOKU Xtrackers MSCI Kokusai Equity ETF 0.7 9 66 4.4 +3.4
IWS iShares Russell Mid-Cap Value ETF 0.7 23 52 6.1 +5.1
VUSE Vident U.S. Equity Strategy ETF 0.7 50 25 3.8 +2.8
VONE Vanguard Russell 1000 ETF 0.7 7 68 4.2 +3.2
RAUS RACWI US ETF 0.7 15 60 4.1 +3.1
VTI Vanguard Total Stock Market ETF 0.7 3 72 4.1 +3.1
VUG Vanguard Growth ETF 0.7 4 71 20.9 +19.8
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.7 3 72 4.4 +3.4
IWB iShares Russell 1000 ETF 0.7 15 60 4.2 +3.1
IYY iShares Dow Jones U.S. ETF 0.7 20 55 4.1 +3.1
IWV iShares Russell 3000 ETF 0.7 20 55 4.0 +3.0
JHSC John Hancock Multifactor Small Cap ETF 0.7 42 33 6.3 +5.2
SURE AdvisorShares Insiders Advantage ETF 0.7 90 -15 7.9 +6.8
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.7 54 21 6.1 +5.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.7 39 36 7.5 +6.5
VTHR Vanguard Russell 3000 ETF 0.7 7 68 4.1 +3.1
VOO Vanguard S&P 500 ETF 0.7 3 72 4.2 +3.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.7 3 72 4.1 +3.1
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.7 9 66 3.7 +2.7
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.7 24 51 5.0 +4.0
SPY SPDR S&P 500 ETF 0.7 9 66 4.2 +3.1
SPYM State Street SPDR Portfolio S&P 500 ETF 0.7 2 73 4.2 +3.2
VV Vanguard Large-Cap ETF 0.7 4 71 4.1 +3.1
XJH iShares ESG Screened S&P Mid-Cap ETF 0.7 12 63 6.2 +5.1
IVV iShares Core S&P 500 ETF 0.7 3 72 4.2 +3.2
HLAL Wahed FTSE USA Shariah ETF 0.7 50 25 3.5 +2.5
DIM WisdomTree International MidCap Dividend Fund 0.7 58 17 6.4 +5.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.7 30 45 3.7 +2.7
SFY SoFi Select 500 ETF 0.7 0 75 3.7 +2.7
VTV Vanguard Value ETF 0.7 4 71 5.9 +4.8
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.7 20 55 6.2 +5.1
IQDF FlexShares International Quality Dividend Index Fund 0.7 47 28 7.5 +6.5
SCHM Schwab U.S. Mid-Cap ETF 0.7 4 71 6.0 +5.0
JHMM John Hancock Multifactor Mid Cap ETF 0.7 42 33 5.6 +4.6
LRGF iShares U.S. Equity Factor ETF 0.7 8 67 4.6 +3.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.7 25 50 4.9 +3.9
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.7 7 68 4.4 +3.3
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.6 20 55 9.1 +8.1
USEW Cambria US EW ETF 0.6 30 45 4.2 +3.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.6 18 57 7.1 +6.1
DUHP Dimensional US High Profitability ETF 0.6 21 54 5.4 +4.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.6 32 43 3.9 +2.9
PRXG Praxis Impact Large Cap Growth ETF 0.6 36 39 3.2 +2.1
MADE iShares U.S. Manufacturing ETF 0.6 40 35 3.8 +2.7
TOK iShares MSCI Kokusai ETF 0.6 26 49 4.3 +3.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.6 9 66 4.8 +3.8
MODL VictoryShares WestEnd U.S. Sector ETF 0.6 42 33 4.0 +3.0
VOE Vanguard Mid-Cap Value ETF 0.6 7 68 6.9 +5.9
IWL iShares Russell Top 200 ETF 0.6 15 60 3.9 +2.9
FELV Fidelity Enhanced Large Cap Value ETF 0.6 18 57 5.4 +4.4
NUEM Nuveen ESG Emerging Markets Equity ETF 0.6 36 39 5.8 +4.7
ACVF American Conservative Values ETF 0.6 75 0 3.7 +2.7
VIOO Vanguard S&P Small-Cap 600 ETF 0.6 7 68 6.3 +5.3
DFAU Dimensional US Core Equity Market ETF 0.6 12 63 4.3 +3.3
USMV iShares MSCI USA Min Vol Factor ETF 0.6 15 60 5.4 +4.4
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.6 3 72 6.5 +5.5
FQAL Fidelity Quality Factor ETF 0.6 15 60 4.9 +3.9
RWL Invesco S&P 500 Revenue ETF 0.6 39 36 5.8 +4.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.6 20 55 5.6 +4.6
URTH iShares MSCI World ETF 0.6 24 51 4.3 +3.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.6 8 67 4.4 +3.3
WCEO Hypatia Women CEO ETF 0.6 85 -10 4.7 +3.6
APUE ActivePassive U.S. Equity ETF 0.6 45 30 3.9 +2.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.6 9 66 4.4 +3.3
BFOR ALPS Barron's 400 ETF 0.6 65 10 22.1 +21.1
GVUS Marketbeta Russell 1000 Value Equity ETF 0.6 12 63 5.3 +4.3
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 0.6 80 -5 3.9 +2.8
ADME Aptus Drawdown Managed Equity ETF 0.5 79 -4 3.4 +2.4
HDV iShares Core High Dividend ETF 0.5 8 67 30.1 +29.1
SFTY Horizon Managed Risk ETF 0.5 77 -2 3.4 +2.4
LDEM iShares ESG MSCI EM Leaders ETF 0.5 17 58 12.9 +11.9
SMMD iShares Russell 2500 ETF 0.5 15 60 5.7 +4.7
ACWI iShares MSCI ACWI ETF 0.5 32 43 4.6 +3.6
DON WisdomTree U.S. MidCap Dividend Fund 0.5 38 37 8.5 +7.5
ISCG iShares Morningstar Small-Cap Growth ETF 0.5 6 69 2.8 +1.8
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.5 80 -5 7.1 +6.1
AIA iShares Asia 50 ETF 0.5 50 25 7.3 +6.3
EVUS iShares ESG Aware MSCI USA Value ETF 0.5 18 57 5.5 +4.5
OEF iShares S&P 100 ETF 0.5 20 55 3.8 +2.8
VT Vanguard Total World Stock ETF 0.5 6 69 5.0 +4.0
EMC Global X Emerging Markets Great Consumer ETF 0.5 75 0 7.1 +6.1
MINV Matthews Asia Innovators Active ETF 0.5 79 -4 5.8 +4.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.5 4 71 17.7 +16.7
IWM iShares Russell 2000 ETF 0.5 19 56 2.7 +1.7
VTWO Vanguard Russell 2000 ETF 0.5 7 68 2.8 +1.8
VBR Vanguard Small Cap Value ETF 0.5 7 68 8.1 +7.1
DCOR Dimensional US Core Equity 1 ETF 0.5 14 61 4.6 +3.6
RSSL Global X Russell 2000 ETF 0.5 8 67 2.8 +1.7
DLN WisdomTree U.S. LargeCap Dividend Fund 0.5 28 47 5.5 +4.5
KLMT Invesco MSCI Global Climate 500 ETF 0.5 10 65 4.9 +3.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.5 15 60 6.4 +5.3
NANC Unusual Whales Subversive Democratic Trading ETF 0.5 75 0 2.8 +1.8
IJR iShares Core S&P Small Cap ETF 0.5 6 69 6.5 +5.4
DTD WisdomTree U.S. Total Dividend Fund 0.5 28 47 5.8 +4.8
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.5 12 63 5.4 +4.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.5 25 50 5.5 +4.5
BLES Inspire Global Hope ETF 0.5 61 14 5.9 +4.9
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.5 80 -5 6.8 +5.8
STOX Horizon Core Equity ETF 0.5 70 5 3.5 +2.5
DFSU Dimensional US Sustainability Core 1 ETF 0.5 18 57 4.7 +3.7
TPIF Timothy Plan International ETF 0.5 62 13 5.7 +4.7
BUZZ VanEck Social Sentiment ETF 0.5 75 0 -0.7 -1.7
WSML iShares MSCI World Small-Cap ETF 0.5 15 60 5.5 +4.4
MGC Vanguard Mega Cap ETF 0.5 7 68 3.9 +2.9
AKAF The Frontier Economic Fund 0.5 20 55 5.6 +4.5
FENY Fidelity MSCI Energy Index ETF 0.5 8 67 6.4 +5.4
IMCV iShares Morningstar Mid-Cap Value ETF 0.5 6 69 7.1 +6.0
ITAN Sparkline Intangible Value ETF 0.5 50 25 5.7 +4.7
FTA First Trust Large Cap Value AlphaDEX Fund 0.5 59 16 7.9 +6.9
STXD Strive 1000 Dividend Growth ETF 0.5 35 40 4.6 +3.5
QQQ Invesco QQQ Trust Series I 0.5 20 55 3.2 +2.2
QQQM Invesco NASDAQ 100 ETF 0.5 15 60 3.2 +2.2
EMXF iShares ESG Advanced MSCI EM ETF 0.5 16 59 6.6 +5.5
DFAC Dimensional U.S. Core Equity 2 ETF 0.4 17 58 4.7 +3.7
STXK Strive Small-Cap ETF 0.4 18 57 5.3 +4.3
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.4 35 40 3.3 +2.3
VONV Vanguard Russell 1000 Value ETF 0.4 7 68 5.4 +4.3
IWD iShares Russell 1000 Value ETF 0.4 19 56 5.3 +4.2
EQIN Columbia US Equity Income ETF 0.4 35 40 6.3 +5.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.4 19 56 4.7 +3.7
WWJD Inspire International ETF 0.4 80 -5 6.5 +5.5
NULV Nuveen ESG Large-Cap Value ETF 0.4 26 49 5.0 +4.0
XCEM Columbia EM Core ex-China ETF 0.4 16 59 4.8 +3.7
THRO iShares U.S. Thematic Rotation Active ETF 0.4 90 -15 3.1 +2.1
ISCB iShares Morningstar Small-Cap ETF 0.4 4 71 5.5 +4.5
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.4 17 58 5.0 +4.0
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.4 15 60 5.0 +4.0
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.4 29 46 6.6 +5.6
DGRO iShares Core Dividend Growth ETF 0.4 8 67 5.7 +4.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.4 20 55 4.7 +3.7
UMMA Wahed Dow Jones Islamic World ETF 0.4 65 10 3.5 +2.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.4 39 36 3.7 +2.7
PRF Invesco FTSE RAFI US 1000 ETF 0.4 34 41 5.6 +4.6
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.4 55 20 9.1 +8.1
FNDA Schwab Fundamental US Small Co. Index ETF 0.4 25 50 6.3 +5.3
VDE Vanguard Energy ETF 0.4 9 66 6.3 +5.3
TMFC Motley Fool 100 Index ETF 0.4 50 25 2.9 +1.9
IDHQ Invesco S&P International Developed High Quality ETF 0.4 29 46 5.1 +4.1
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.4 50 25 7.9 +6.9
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.4 8 67 6.4 +5.4
ENHU iShares Enhanced Large Cap Core Active ETF 0.4 22 53 4.1 +3.1
EPS WisdomTree U.S. LargeCap Fund 0.4 8 67 4.7 +3.7
TPSC Timothy Plan US Small Cap Core ETF 0.4 52 23 6.8 +5.8
IJS iShares S&P Small-Cap 600 Value ETF 0.3 18 57 9.1 +8.0
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.3 10 65 9.1 +8.1
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.3 15 60 9.2 +8.1
LCDS JPMorgan Fundamental Data Science Large Core ETF 0.3 30 45 4.1 +3.0
IWX iShares Russell Top 200 Value ETF 0.3 20 55 4.8 +3.8
STXE Strive Emerging Markets Ex-China ETF 0.3 32 43 5.1 +4.1
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.3 12 63 6.3 +5.2
NUSC Nuveen ESG Small-Cap ETF 0.3 31 44 5.1 +4.1
DFAS Dimensional U.S. Small Cap ETF 0.3 26 49 5.7 +4.7
AQEC AQE Core ETF 0.3 49 26 5.2 +4.2
VEA Vanguard FTSE Developed Markets ETF 0.3 3 72 5.9 +4.9
SPDW SPDR Portfolio Developed World ex-US ETF 0.3 3 72 5.8 +4.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.3 20 55 4.0 +3.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 36 6.3 +5.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.3 70 5 2.3 +1.2
DFVX Dimensional US Large Cap Vector ETF 0.3 22 53 5.3 +4.3
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.3 20 55 4.0 +3.0
SCHV Schwab U.S. Large-Cap Value ETF 0.3 4 71 5.8 +4.7
FRDM Freedom 100 Emerging Markets ETF 0.3 49 26 5.2 +4.2
OPTZ Optimize Strategy Index ETF 0.3 50 25 3.4 +2.4
DFSV Dimensional US Small Cap Value ETF 0.3 31 44 8.9 +7.9
ISCV iShares Morningstar Small Cap Value ETF 0.3 6 69 7.9 +6.9
VFMF Vanguard U.S. Multifactor ETF 0.3 18 57 6.5 +5.5
GLOF iShares Global Equity Factor ETF 0.3 20 55 5.5 +4.5
SCHF Schwab International Equity ETF 0.3 6 69 5.9 +4.9
QINT American Century Quality Diversified International ETF 0.3 39 36 6.7 +5.6
DTH WisdomTree International High Dividend Fund 0.3 58 17 7.4 +6.4
VOOV Vanguard S&P 500 Value ETF 0.3 7 68 5.8 +4.7
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.3 20 55 4.3 +3.2
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.3 4 71 5.8 +4.8
IVE iShares S&P 500 Value ETF 0.3 18 57 5.6 +4.6
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.3 24 51 7.1 +6.0
RWK Invesco S&P MidCap 400 Revenue ETF 0.3 39 36 8.1 +7.0
HDUS Hartford Disciplined US Equity ETF 0.3 19 56 4.8 +3.8
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.3 35 40 7.2 +6.2
STXV Strive 1000 Value ETF 0.3 18 57 7.0 +5.9
IDEV iShares Core MSCI International Developed Markets ETF 0.3 4 71 6.1 +5.0
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.3 32 43 7.6 +6.6
EZM WisdomTree U.S. MidCap Fund 0.3 38 37 8.3 +7.3
PRXV Praxis Impact Large Cap Value ETF 0.3 36 39 5.6 +4.5
XJR iShares ESG Screened S&P Small-Cap ETF 0.3 12 63 6.3 +5.3
IUSV iShares Core S&P US Value ETF 0.3 4 71 5.9 +4.9
EMXC iShares MSCI Emerging Markets ex China ETF 0.3 25 50 4.9 +3.9
EEMA iShares MSCI Emerging Markets Asia ETF 0.3 49 26 7.4 +6.4
STXI Strive International Developed Markets ETF 0.3 29 46 6.4 +5.4
DXUV Dimensional US Vector Equity ETF 0.3 28 47 5.2 +4.2
GINN Goldman Sachs Innovate Equity ETF 0.3 52 23 3.7 +2.7
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.3 35 40 5.0 +4.0
BKIE BNY Mellon International Equity ETF 0.3 4 71 18.1 +17.1
GSPY Gotham Enhanced 500 ETF 0.3 50 25 4.3 +3.3
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.3 18 57 6.4 +5.4
FNDC Schwab Fundamental International Small Co. Index ETF 0.3 39 36 6.7 +5.7
XVV iShares ESG Screened S&P 500 ETF 0.2 8 67 4.1 +3.1
ESGE iShares ESG Aware MSCI EM ETF 0.2 25 50 8.1 +7.0
IXUS iShares Core MSCI Total International Stock ETF 0.2 7 68 6.6 +5.6
ACWX iShares MSCI ACWI ex U.S. ETF 0.2 34 41 6.4 +5.3
EMDM First Trust Bloomberg Emerging Market Democracies ETF 0.2 75 0 6.2 +5.2
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.2 70 5 6.8 +5.7
FLAX Franklin FTSE Asia Ex Japan ETF 0.2 19 56 7.0 +6.0
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.2 41 34 5.9 +4.9
VXUS Vanguard Total International Stock ETF 0.2 5 70 6.6 +5.6
AFMC First Trust Active Factor Mid Cap ETF 0.2 65 10 7.1 +6.0
FAB First Trust Multi Cap Value AlphaDEX Fund 0.2 67 8 8.9 +7.9
VIG Vanguard Dividend Appreciation ETF 0.2 5 70 5.1 +4.1
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.2 49 26 6.1 +5.1
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.2 15 60 8.0 +7.0
ONEQ Fidelity Nasdaq Composite Index ETF 0.2 21 54 2.9 +1.9
VEU Vanguard FTSE All-World ex-US Index Fund 0.2 4 71 6.7 +5.7
CWI SPDR MSCI ACWI ex-US ETF 0.2 30 45 6.4 +5.4
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.2 30 45 7.9 +6.8
IGE iShares North American Natural Resources ETF 0.2 41 34 5.6 +4.6
ILCV iShares Morningstar Value ETF 0.2 4 71 5.3 +4.3
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.2 36 39 7.5 +6.5
EEM iShares MSCI Emerging Markets ETF 0.2 69 6 7.7 +6.7
PFM Invesco Dividend Achievers ETF 0.2 53 22 4.8 +3.8
BKEM BNY Mellon Emerging Markets Equity ETF 0.2 11 64 24.1 +23.1
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 0.2 69 6 7.6 +6.6
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.2 66 9 7.3 +6.3
VPL Vanguard FTSE Pacific ETF 0.2 7 68 5.0 +3.9
JHEM John Hancock Multifactor Emerging Markets ETF 0.2 49 26 7.5 +6.5
AVDE Avantis International Equity ETF 0.2 23 52 6.3 +5.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 36 2.2 +1.2
IEMG iShares Core MSCI Emerging Markets ETF 0.2 9 66 8.1 +7.1
FESM Fidelity Enhanced Small Cap ETF 0.2 28 47 2.3 +1.3
IUS Invesco RAFI Strategic US ETF 0.2 19 56 5.5 +4.5
GWX SPDR S&P International Small Cap ETF 0.2 40 35 5.8 +4.8
AVEM Avantis Emerging Markets Equity ETF 0.2 33 42 6.9 +5.9
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.2 41 34 6.8 +5.8
SCHX Schwab U.S. Large-Cap ETF 0.2 3 72 4.3 +3.2
AFLG First Trust Active Factor Large Cap ETF 0.2 55 20 5.0 +4.0
LRND IQ U.S. Large Cap R&D Leaders ETF 0.2 14 61 3.9 +2.9
HFXI IQ FTSE International Equity Currency Neutral ETF 0.2 20 55 5.6 +4.6
SCHK Schwab 1000 Index ETF 0.2 5 70 4.3 +3.2
DFAE Dimensional Emerging Core Equity Market ETF 0.2 35 40 6.9 +5.9
DFSI Dimensional International Sustainability Core 1 ETF 0.2 24 51 5.7 +4.7
QWLD SPDR MSCI World StrategicFactors ETF 0.2 30 45 5.2 +4.2
SCHB Schwab U.S. Broad Market ETF 0.2 3 72 4.2 +3.2
DGRW WisdomTree US Quality Dividend Growth Fund 0.2 28 47 5.1 +4.0
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.2 39 36 7.0 +6.0
AVSD Avantis Responsible International Equity ETF 0.2 23 52 6.0 +5.0
FLQL Franklin LibertyQ U.S. Equity ETF 0.2 15 60 4.6 +3.6
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 50 6.2 +5.2
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 47 8.8 +7.8
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.2 20 55 5.7 +4.7
VYM Vanguard High Dividend Yield Index ETF 0.1 6 69 6.3 +5.3
FNDX Schwab Fundamental US Large Co. Index ETF 0.1 25 50 6.2 +5.1
HEZU iShares Currency Hedged MSCI Eurozone ETF 0.1 53 22 5.5 +4.5
EZU iShares MSCI Eurozone ETF 0.1 52 23 5.8 +4.8
AVDS Avantis International Small Cap Equity ETF 0.1 30 45 6.0 +5.0
FFF Founders 100 ETF 0.1 75 0 2.3 +1.3
EMGF iShares Emerging Markets Equity Factor ETF 0.1 25 50 8.8 +7.8
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.1 38 37 6.9 +5.9
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.1 53 22 4.9 +3.9
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.1 15 60 8.9 +7.9
AVSU Avantis Responsible U.S. Equity ETF 0.1 15 60 4.9 +3.9
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.1 33 42 5.9 +4.9
AVIE Avantis  Inflation Focused Equity ETF 0.1 25 50 6.0 +4.9
DFIC Dimensional International Core Equity 2 ETF 0.1 23 52 6.3 +5.3
DFUV Dimensional US Marketwide Value ETF 0.1 22 53 6.0 +5.0
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.1 45 30 8.0 +6.9
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 50 6.2 +5.2
DAK Dakota Active Equity ETF 0.1 43 32 3.8 +2.8
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 30 6.8 +5.8
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.1 45 30 5.5 +4.5
VFQY Vanguard U.S. Quality Factor ETF 0.1 13 62 5.5 +4.5
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.1 59 16 8.4 +7.4
DFAI Dimensional International Core Equity Market ETF 0.1 18 57 6.1 +5.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.1 15 60 7.8 +6.7
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 10 3.4 +2.3
DEHP Dimensional Emerging Markets High Profitability ETF 0.1 41 34 4.8 +3.8
EFV iShares MSCI EAFE Value ETF 0.1 34 41 7.6 +6.6
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 45 6.4 +5.4
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 50 7.4 +6.3
AVSE Avantis Responsible Emerging Markets Equity ETF 0.1 33 42 6.5 +5.5
DIVB iShares Core Dividend ETF 0.1 5 70 6.7 +5.7
SCHG Schwab U.S. Large-Cap Growth ETF 0.1 4 71 3.3 +2.3
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.1 40 35 5.8 +4.8
DEW WisdomTree Global High Dividend Fund 0.1 58 17 7.4 +6.4
DWM WisdomTree International Equity Fund 0.1 48 27 5.7 +4.7
EBI Longview Advantage ETF 0.1 35 40 5.9 +4.9
IQLT iShares MSCI Intl Quality Factor ETF 0.1 30 45 5.5 +4.5
GVLU Gotham 1000 Value ETF 0.1 50 25 8.3 +7.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.1 12 63 4.5 +3.4
IEV iShares Europe ETF 0.1 67 8 6.2 +5.1
FNX First Trust Mid Cap Core AlphaDEX Fund 0.1 60 15 6.5 +5.5
IWN iShares Russell 2000 Value ETF 0.1 24 51 4.8 +3.8
VTWV Vanguard Russell 2000 Value ETF 0.1 10 65 5.0 +3.9
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.1 46 29 5.5 +4.4
BBEU JPMorgan BetaBuilders Europe ETF 0.1 9 66 6.5 +5.5
FLEE Franklin FTSE Europe ETF 0.1 9 66 6.6 +5.5
USXF iShares ESG Advanced MSCI USA ETF 0.1 10 65 3.8 +2.8
IEUR iShares Core MSCI Europe ETF 0.1 11 64 6.6 +5.6
VGK Vanguard FTSE Europe ETF 0.1 6 69 6.8 +5.8
SPEU SPDR Portfolio Europe ETF 0.1 7 68 6.8 +5.8
DSI iShares MSCI KLD 400 Social ETF 0.1 25 50 4.1 +3.1
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.1 25 50 6.5 +5.5
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.1 35 40 5.6 +4.6
FTEC Fidelity MSCI Information Technology Index ETF 0.1 8 67 2.9 +1.9
DFIV Dimensional International Value ETF 0.1 27 48 7.8 +6.8
DFLV Dimensional US Large Cap Value ETF 0.1 22 53 6.1 +5.0
VYMI Vanguard International High Dividend Yield ETF 0.1 17 58 8.0 +7.0
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.1 20 55 5.7 +4.6
VGT Vanguard Information Technology ETF 0.1 9 66 23.9 +22.9
AQLT iShares MSCI Global Quality Factor ETF 0.1 18 57 0.0 -1.0
EFA iShares MSCI EAFE ETF 0.0 35 40 5.8 +4.8
HEFA iShares Currency Hedged MSCI EAFE ETF 0.0 35 40 5.7 +4.7
JSTC Adasina Social Justice All Cap Global ETF 0.0 89 -14 4.3 +3.3
IVLU iShares MSCI Intl Value Factor ETF 0.0 30 45 8.1 +7.1
IEFA iShares Core MSCI EAFE ETF 0.0 7 68 6.1 +5.1
GSID Goldman Sachs MarketBeta International Equity ETF 0.0 20 55 5.9 +4.9
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.0 36 39 5.2 +4.2
ROUS Hartford Multifactor US Equity ETF 0.0 19 56 5.5 +4.4
DXIV Dimensional International Vector Equity ETF 0.0 34 41 6.7 +5.6
AVDV Avantis International Small Cap Value ETF 0.0 36 39 7.6 +6.6
IYE iShares U.S. Energy ETF 0.0 40 35 6.2 +5.2
OBOR KraneShares MSCI One Belt One Road Index ETF 0.0 79 -4 7.3 +6.3
IMFL Invesco International Developed Dynamic Multifactor ETF 0.0 34 41 5.3 +4.3
FENI Fidelity Enhanced International ETF 0.0 28 47 5.8 +4.8
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.0 30 45 6.1 +5.1
IGM iShares Expanded Tech Sector ETF 0.0 41 34 2.6 +1.5
WSGE Warren Street Global Equity ETF 0.0 80 -5 2.9 +1.9
JADE JPMorgan Active Developing Markets Equity ETF 0.0 65 10 5.9 +4.9
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.0 30 45 7.4 +6.4
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.0 47 28 7.2 +6.2
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.0 40 35 3.7 +2.7
RAFE PIMCO RAFI ESG U.S. ETF 0.0 29 46 6.0 +5.0
JHMD John Hancock Multifactor Developed International ETF 0.0 39 36 6.3 +5.3
JIG JPMorgan International Growth ETF 0.0 55 20 3.6 +2.6
ISCF iShares International SmallCap Equity Factor ETF 0.0 23 52 7.3 +6.3
SPRX Spear Alpha ETF 0.0 75 0 -0.8 -1.8
DFIS Dimensional International Small Cap ETF 0.0 39 36 6.2 +5.1
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.0 33 42 6.7 +5.6
AVSC Avantis U.S Small Cap Equity ETF 0.0 25 50 4.6 +3.6

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:		 Tortoise Nuclear Renaissance ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

AVOID
Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 8.3 %
Divided by: Fwd. P/BV 4.7 x
Less: Expense ratio 75 bp
Equals: ALTAR Score 1.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.53 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.