Tortoise Nuclear Renaissance ETF
ALTAR
Score™		 0.8% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 49.0x P/Sales
ratio		 4.2x
P/BV
ratio		 5.5x Div.
yield		 1.2%


  • 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) $2
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
CURTISS-WRIGHT CORP 8.9 %
BWX TECHNOLOGIES, INC. 7.6 %
MIRION TECHNOLOGIES, INC. CLASS A 7.5 %
CAMECO CORP 6.3 %
DOOSAN HEAVY INDUSTRIES 6.0 %
AMENTUM HOLDINGS INC 5.7 %
CONSTELLATION ENERGY CORPORATION 5.6 %
ATKINSREALIS GROUP INC 5.5 %
ROLLS-ROYCE HOLDINGS-SP ADR 5.3 %
PUBLIC SERVICE ENTERPRISE GP 5.2 %
Total 63.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 62.1 %
CANADA 16.0 %
BRITAIN 6.0 %
SOUTH KOREA 5.9 %
FINLAND 4.8 %
KAZAKHSTAN 0.1 %





HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru July 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-6.9% -- -- -- -6.9%

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

Technical Indicators
Recent close $24.49
30d moving avg. $24.18
Annualized volatility 0.0%
Short interest (ETF) 0.0%
Relative strength (RSI) 43

Liquidity measures
Avg. volume (thou.) 1
Turnover 1.3%
Bid/Ask (% of price) 0.61%
ADV underlying (mns) $0

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 690 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™: 0.8%


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 29.9 85 -10 1.4 +0.6
URAN Themes Uranium & Nuclear ETF 27.1 35 40 1.1 +0.3
URA Global X Uranium ETF 20.1 69 6 1.0 +0.2
AIPO Defiance AI & Power Infrastructure ETF 18.3 69 6 0.8 -0.0
FTWO Strive FAANG 2.0 ETF 15.2 49 26 3.9 +3.1
ZAP Global X U.S. Electrification ETF 12.6 50 25 3.5 +2.6
XLU Utilities Select Sector SPDR 11.8 8 67 4.9 +4.1
FUTY Fidelity MSCI Utilities Index ETF 11.6 8 67 5.0 +4.2
VPU Vanguard Utilities ETF 11.5 9 66 5.0 +4.2
IDU iShares U.S. Utilities ETF 11.2 40 35 4.5 +3.7
GLRY Inspire Faithward Mid Cap Momentum ETF 9.1 80 -5 3.7 +2.9
CDIG City Different Investments Global Equity ETF 9.1 75 0 -1.6 -2.4
UTES Virtus Reaves Utilities ETF 9.0 49 26 3.9 +3.1
AFOS ARS Focused Opportunities Strategy ETF 8.7 45 30 1.9 +1.1
POWR iShares U.S. Power Infrastructure ETF 8.6 40 35 4.0 +3.2
CCSO Carbon Collective Climate Solutions US Equity ETF 8.4 35 40 0.9 +0.1
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 8.2 65 10 5.0 +4.2
JXI iShares Global Utilities ETF 8.2 43 32 5.2 +4.4
SCDV Bahl & Gaynor Small Cap Dividend ETF 8.1 70 5 3.8 +2.9
PUI Invesco Dorsey Wright Utilities Momentum ETF 8.0 60 15 4.6 +3.7
RSPU Invesco S&P 500 Equal Weight Utilities ETF 7.9 40 35 5.2 +4.4
XME State Street SPDR S&P Metals & Mining ETF 7.6 35 40 5.7 +4.8
CBSE Clough Select Equity ETF 7.1 85 -10 0.4 -0.5
GRNJ Fundstrat Granny Shots US Small & Mid Cap ETF 7.0 75 0 1.9 +1.1
NETZ TCW Transform Systems ETF 6.9 75 0 1.4 +0.6
LOUP Innovator Deepwater Frontier Tech ETF 6.5 70 5 0.9 +0.1
FPWR First Trust EIP Power Solutions ETF 6.4 96 -21 4.4 +3.6
CSMD Congress SMid Growth ETF 6.4 69 6 3.4 +2.6
POW VistaShares Electrification Supercycle ETF 6.4 75 0 2.2 +1.4
FXU First Trust Utilities AlphaDEX Fund 6.4 64 11 5.4 +4.5
SRVR Pacer Data & Infrastructure Real Estate ETF 6.3 55 20 4.1 +3.2
TCAI Tortoise AI Infrastructure ETF 6.3 65 10 1.3 +0.5
XMMO Invesco S&P MidCap Momentum ETF 5.9 34 41 3.5 +2.7
TMAT Main Thematic Innovation ETF 5.7 164 -89 -1.9 -2.8
IFRA iShares U.S. Infrastructure ETF 5.6 30 45 5.5 +4.7
VCLN Virtus Duff & Phelps Clean Energy ETF 5.6 59 16 2.6 +1.8
GPT Intelligent Alpha Atlas ETF 5.6 69 6 6.1 +5.2
MID American Century Mid Cap Growth Impact ETF 5.5 45 30 3.0 +2.1
XAR State Street SPDR S&P Aerospace & Defense ETF 5.4 35 40 1.7 +0.8
CNRG State Street SPDR S&P Kensho Clean Power ETF 5.3 45 30 -0.0 -0.8
MDCP VictoryShares THB Mid Cap ESG ETF 5.3 55 20 4.9 +4.1
RBLD First Trust Alerian US NextGen Infrastructure ETF 5.0 65 10 3.8 +3.0
GII SPDR S&P Global Infrastructure ETF 4.8 40 35 4.3 +3.4
IGF iShares Global Infrastructure ETF 4.7 41 34 4.3 +3.4
EIPI FT Energy Income Partners Enhanced Income ETF 4.5 110 -35 5.4 +4.6
GRNY Fundstrat Granny Shots US Large Cap ETF 4.4 75 0 2.1 +1.3
WAR U.S. Global Tech and Aerospace & Defense ETF 4.3 60 15 0.1 -0.7
YNOT Horizon Digital Frontier ETF 4.3 75 0 2.5 +1.7
EMLP First Trust North American Energy Infrastructure Fund 4.1 95 -20 4.6 +3.8
CSD Invesco S&P Spin-Off ETF 4.1 65 10 3.5 +2.7
ICAP InfraCap Equity Income Fund ETF 4.0 171 -96 4.3 +3.5
GVIP Goldman Sachs Hedge Industry VIP ETF 4.0 45 30 2.4 +1.5
EFNL iShares MSCI Finland ETF 4.0 56 19 5.8 +4.9
ARKQ ARK Autonomous Technology & Robotics ETF 3.8 75 0 1.0 +0.2
IPAV Global X Infrastructure Development ex-U.S. ETF 3.8 55 20 5.8 +5.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 3.8 60 15 6.5 +5.6
RUNN Running Oak Efficient Growth ETF 3.7 58 17 4.6 +3.8
INFL Horizon Kinetics Inflation Beneficiaries ETF 3.5 85 -10 2.8 +2.0
FSST Fidelity Sustainable U.S. Equity ETF 3.5 59 16 3.6 +2.7
EIPX FT Energy Income Partners Strategy ETF 3.5 95 -20 5.8 +5.0
PDP Invesco Dorsey Wright Momentum ETF 3.4 62 13 1.5 +0.7
VOT Vanguard Mid-Cap Growth ETF 3.3 7 68 3.0 +2.2
YOKE Yoke Core ETF 3.3 42 33 3.6 +2.8
SETM Sprott Energy Transition Materials ETF 3.3 65 10 1.9 +1.1
LOGO Alpha Brands Consumption Leaders ETF 3.2 69 6 2.6 +1.7
PPA Invesco Aerospace & Defense ETF 3.2 58 17 1.7 +0.9
TRFM AAM Transformers ETF 3.2 49 26 0.9 +0.1
ITA iShares U.S. Aerospace & Defense ETF 3.1 40 35 1.4 +0.5
SHLD Global X Defense Tech ETF 3.1 50 25 2.9 +2.1
AIRR First Trust RBA American Industrial Renaissance ETF 3.1 70 5 3.6 +2.8
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 3.1 59 16 3.1 +2.2
FFND Future Fund Active ETF 3.1 100 -25 4.2 +3.3
MISL First Trust Indxx Aerospace & Defense ETF 3.1 60 15 1.7 +0.9
FIW First Trust Water ETF 3.0 53 22 4.8 +4.0
IQM Franklin Intelligent Machines ETF 2.9 50 25 1.2 +0.3
ABLG Abacus FCF International Leaders ETF 2.9 59 16 6.5 +5.7
TAX Cambria Tax Aware ETF 2.9 49 26 3.9 +3.1
FTC First Trust Large Cap Growth AlphaDEX Fund 2.9 59 16 1.8 +0.9
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 2.8 61 14 5.7 +4.9
VOLT Tema Electrification ETF 2.8 75 0 2.4 +1.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.8 60 15 5.9 +5.1
RPG Invesco S&P 500 Pure Growth ETF 2.7 35 40 2.6 +1.8
FIDU Fidelity MSCI Industrial Index ETF 2.7 8 67 3.5 +2.7
SPHQ Invesco S&P 500 Quality ETF 2.7 15 60 4.5 +3.7
RSPN Invesco S&P 500 Equal Weight Industrials ETF 2.7 40 35 4.3 +3.4
VIS Vanguard Industrials ETF 2.7 9 66 3.5 +2.7
AADR AdvisorShares Dorsey Wright ADR ETF 2.7 110 -35 3.1 +2.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.7 65 10 4.6 +3.7
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.6 35 40 4.5 +3.7
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.6 60 15 1.3 +0.4
LVDS JPMorgan Fundamental Data Science Large Value ETF 2.6 49 26 4.5 +3.7
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 2.6 47 28 5.0 +4.1
IYJ iShares U.S. Industrials ETF 2.5 40 35 3.8 +3.0
PTL Inspire 500 ETF 2.5 9 66 4.3 +3.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.5 18 57 5.0 +4.1
ALTL Pacer Lunt Large Cap Alternator ETF 2.5 60 15 4.7 +3.8
IWP iShares Russell Mid-Cap Growth ETF 2.4 23 52 2.9 +2.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.4 10 65 4.1 +3.2
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 2.4 15 60 4.0 +3.2
IJK iShares S&P Mid-Cap 400 Growth ETF 2.4 17 58 4.0 +3.2
NBDS Neuberger Berman Disrupters ETF 2.4 55 20 0.7 -0.1
NATO Themes Transatlantic Defense ETF 2.4 35 40 1.7 +0.9
SPHB Invesco S&P 500 High Beta ETF 2.4 25 50 3.5 +2.7
CRTC Xtrackers US National Critical Technologies ETF 2.3 35 40 4.0 +3.2
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 2.3 49 26 6.1 +5.3
SNPG Xtrackers S&P 500 Growth ESG ETF 2.3 15 60 3.9 +3.1
IVES Wedbush ETFMG Global Cloud Technology ETF 2.3 68 7 3.5 +2.7
QGRW WisdomTree U.S. Quality Growth Fund 2.2 28 47 2.8 +2.0
ROKT State Street SPDR S&P Kensho Final Frontiers ETF 2.2 45 30 0.7 -0.1
EXI iShares Global Industrials ETF 2.2 42 33 3.4 +2.6
XMHQ Invesco S&P MidCap Quality ETF 2.2 25 50 5.7 +4.8
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 2.1 12 63 5.4 +4.6
FSGS First Trust SMID Growth Strength ETF 2.1 60 15 4.6 +3.8
XLI Industrial Select Sector SPDR 2.1 8 67 3.5 +2.6
MFIG Motley Fool Innovative Growth Factor ETF 2.1 50 25 2.7 +1.8
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.0 60 15 9.0 +8.1
STXM Strive Mid-Cap ETF 2.0 18 57 5.9 +5.1
FFOX FundX Future Fund Opportunities ETF 2.0 100 -25 2.3 +1.5
ROE Astoria US Quality Kings ETF 2.0 49 26 5.1 +4.3
MTUM iShares MSCI USA Momentum Factor ETF 2.0 15 60 2.3 +1.5
RNSC Furst Trust Small Cap US Equity Select ETF 2.0 60 15 4.5 +3.7
RW Rainwater Equity ETF 1.9 125 -50 3.0 +2.1
CZA Invesco Zacks Mid-Cap ETF 1.9 72 3 5.5 +4.7
ARTY iShares Future AI & Tech ETF 1.9 47 28 2.4 +1.5
VFMO Vanguard U.S. Momentum Factor ETF 1.9 13 62 1.7 +0.8
SMRI Bushido Capital US Equity ETF 1.9 71 4 6.9 +6.1
SPVU Invesco S&P 500 Enhanced Value ETF 1.9 13 62 8.4 +7.6
FLDZ RiverNorth Patriot ETF 1.9 75 0 5.4 +4.5
QNXT iShares Nasdaq-100 ex Top 30 ETF 1.9 20 55 4.0 +3.1
GQQQ Astoria US Quality Growth Kings ETF 1.9 35 40 3.2 +2.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.9 75 0 5.6 +4.8
SPDV AAM S&P 500 High Dividend Value ETF 1.9 29 46 10.4 +9.5
FLCA Franklin FTSE Canada ETF 1.9 9 66 5.4 +4.5
DGLO First Trust RBA Deglobalization ETF 1.8 70 5 5.1 +4.3
SAGP Strategas Global Policy Opportunities ETF 1.8 65 10 4.6 +3.8
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.8 52 23 4.7 +3.9
HAPI Harbor Human Capital Factor US Large Cap ETF 1.8 36 39 4.0 +3.1
FRNW Fidelity Clean Energy ETF 1.8 39 36 2.0 +1.1
AIS VistaShares Artificial Intelligence Supercycle ETF 1.8 75 0 1.0 +0.1
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.8 45 30 1.9 +1.1
CAML Congress Large Cap Growth ETF 1.8 66 9 2.4 +1.6
GK AdvisorShares Gerber Kawasaki ETF 1.8 75 0 1.4 +0.6
DARP Grizzle Growth ETF 1.8 75 0 1.7 +0.9
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.8 75 0 2.0 +1.2
AIEQ AI Powered Equity ETF 1.8 75 0 3.6 +2.7
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.8 39 36 1.1 +0.3
FAN First Trust Global Wind Energy ETF 1.8 60 15 3.0 +2.1
SAMM Strategas Macro Momentum ETF 1.8 66 9 3.9 +3.1
NULG Nuveen ESG Large-Cap Growth ETF 1.8 26 49 2.8 +2.0
ETEC iShares Breakthrough Environmental Solutions ETF 1.8 47 28 3.0 +2.2
FPX First Trust US Equity Opportunities ETF 1.8 61 14 0.8 -0.0
PEXL Pacer US Export Leaders ETF 1.8 60 15 3.0 +2.2
KONG Formidable Fortress ETF 1.8 89 -14 5.0 +4.2
RDVY First Trust Rising Dividend Achievers ETF 1.8 50 25 4.7 +3.9
WUGI AXS Esoterica NextG Economy ETF 1.8 75 0 1.5 +0.7
GGRW Gabelli Growth Innovators ETF 1.8 90 -15 2.0 +1.1
ABFL Abacus FCF Leaders ETF 1.8 59 16 3.8 +2.9
IWFG IQ Winslow Focused Large Cap Growth ETF 1.8 65 10 2.1 +1.3
AGRW Allspring LT Large Growth ETF 1.8 35 40 3.3 +2.5
BDIV AAM Brentview Dividend Growth ETF 1.8 49 26 3.6 +2.8
VO Vanguard Mid-Cap ETF 1.8 4 71 20.3 +19.5
NULC Nuveen ESG Large-Cap ETF 1.8 21 54 3.8 +3.0
FDWM Fidelity Women's Leadership ETF 1.8 59 16 3.9 +3.1
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.8 60 15 4.1 +3.3
FFOG Franklin Focused Growth ETF 1.8 61 14 1.6 +0.8
EQL Alps Equal Sector Weight ETF 1.7 25 50 5.0 +4.2
RAYD Rayliant Quantitative Developed Market Equity ETF 1.7 80 -5 3.5 +2.7
VBK Vanguard Small-Cap Growth ETF 1.7 7 68 1.2 +0.4
QGRO American Century U.S. Quality Growth ETF 1.7 29 46 3.9 +3.1
RGEF Rockefeller Global Equity ETF 1.7 55 20 3.7 +2.9
XSMO Invesco S&P SmallCap Momentum ETF 1.7 39 36 3.5 +2.7
SWP SWP Growth & Income ETF 1.7 99 -24 4.2 +3.4
QDF FlexShares Quality Dividend Index Fund 1.7 37 38 5.1 +4.3
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.7 95 -20 -0.6 -1.4
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.7 75 0 1.8 +1.0
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.7 75 0 3.9 +3.1
LIVR Intelligent Livermore ETF 1.6 69 6 3.1 +2.2
IMCG iShares Morningstar Mid-Cap Growth ETF 1.6 6 69 3.2 +2.4
PSCT Invesco S&P SmallCap Information Technology ETF 1.6 29 46 2.9 +2.1
JGRO JPMorgan Active Growth ETF 1.6 44 31 2.5 +1.7
EWC iShares MSCI Canada ETF 1.6 50 25 5.0 +4.2
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.6 58 17 5.1 +4.3
ARKX ARK Space Exploration & Innovation ETF 1.5 75 0 0.0 -0.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.5 64 11 1.2 +0.4
FLKR Franklin FTSE South Korea ETF 1.5 9 66 4.3 +3.5
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.5 80 -5 5.4 +4.6
FEX First Trust Large Cap Core AlphaDEX Fund 1.5 59 16 4.8 +4.0
INRO iShares U.S. Industry Rotation Active ETF 1.5 42 33 3.4 +2.6
SPMO Invesco S&P 500 Momentum ETF 1.5 13 62 2.9 +2.1
BBCA JPMorgan BetaBuilders Canada ETF 1.5 19 56 5.3 +4.4
LRGC AB US Large Cap Strategic Equities ETF 1.5 48 27 3.7 +2.8
EV Mast Global Battery Recycling & Production ETF 1.5 65 10 6.4 +5.6
SPIT F/m Emerald Special Situations ETF 1.5 105 -30 -0.7 -1.6
JMOM JPMorgan U.S. Momentum Factor ETF 1.5 12 63 3.2 +2.4
PWB Invesco Large Cap Growth ETF 1.5 56 19 1.9 +1.1
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.4 12 63 3.5 +2.7
IQRA IQ CBRE Real Assets ETF 1.4 65 10 5.7 +4.9
ILCG iShares Morningstar Growth ETF 1.4 4 71 3.1 +2.2
WOMN Impact Shares YWCA Women's Empowerment ETF 1.4 75 0 4.6 +3.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.4 15 60 5.9 +5.1
AVUQ Avantis U.S. Quality ETF 1.4 15 60 3.6 +2.7
TXS Texas Capital Texas Equity Index ETF 1.4 49 26 4.8 +4.0
GEW Cambria Global EW ETF 1.4 29 46 5.2 +4.4
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.4 35 40 6.1 +5.2
FFLC Fidelity Fundamental Large Cap Core ETF 1.4 38 37 3.7 +2.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.4 14 61 4.0 +3.2
FMDE Fidelity Enhanced Mid Cap ETF 1.3 23 52 5.1 +4.3
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 1.3 58 17 9.1 +8.3
VSDA VictoryShares Dividend Accelerator ETF 1.3 35 40 6.1 +5.3
SPXT ProShares S&P 500 Ex-Technology ETF 1.3 9 66 4.8 +3.9
TEXN iShares Texas Equity ETF 1.3 20 55 5.1 +4.2
YALL God Bless America ETF 1.3 65 10 4.4 +3.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.3 9 66 5.0 +4.2
SRHQ SRH U.S. Quality ETF 1.3 35 40 5.7 +4.9
MDY SPDR S&P Midcap 400 ETF Trust 1.3 23 52 5.7 +4.9
TPHD Timothy Plan High Dividend Stock ETF 1.3 52 23 5.8 +5.0
MAGA Point Bridge America First ETF 1.3 72 3 5.0 +4.2
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.2 35 40 6.7 +5.8
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.2 38 37 6.6 +5.8
IJH iShares Core S&P Mid-Cap ETF 1.2 5 70 5.9 +5.1
GURU Global X Guru Index ETF 1.2 75 0 2.3 +1.5
FELG Fidelity Enhanced Large Cap Growth ETF 1.2 18 57 3.3 +2.5
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.2 3 72 5.9 +5.1
IVOO Vanguard S&P Mid-Cap 400 ETF 1.2 7 68 5.9 +5.0
EQWL Invesco S&P 100 Equal Weight ETF 1.2 25 50 5.2 +4.4
SIZE iShares MSCI USA Size Factor ETF 1.2 15 60 5.3 +4.4
AVMC Avantis U.S. Mid Cap Equity ETF 1.2 18 57 5.8 +5.0
EUSA iShares MSCI USA Equal Weighted ETF 1.2 9 66 5.3 +4.4
OEI Optimized Equity Income ETF 1.2 75 0 3.6 +2.7
IWR iShares Russell Midcap ETF 1.2 19 56 5.1 +4.3
OALC OneAscent Large Cap Core ETF 1.2 86 -11 3.2 +2.4
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.2 20 55 4.2 +3.3
XMAG Defiance Large Cap ex-Mag 7 ETF 1.2 35 40 4.1 +3.3
SSPY Syntax Stratified LargeCap ETF 1.2 30 45 5.8 +5.0
IUSG iShares Core S&P U.S. Growth ETF 1.2 4 71 3.0 +2.2
SNPE Xtrackers S&P 500 ESG ETF 1.2 10 65 4.2 +3.4
USXF iShares ESG Advanced MSCI USA ETF 1.2 10 65 3.7 +2.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.2 7 68 5.1 +4.2
CFA VictoryShares US 500 Volatility Wtd ETF 1.2 35 40 5.1 +4.3
JHID John Hancock International High Dividend ETF 1.1 46 29 7.6 +6.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.1 40 35 5.1 +4.3
VONG Vanguard Russell 1000 Growth ETF 1.1 7 68 3.7 +2.8
JQUA JPMorgan U.S. Quality Factor ETF 1.1 12 63 4.7 +3.9
FITE State Street SPDR S&P Kensho Future Security ETF 1.1 45 30 1.0 +0.2
IWF iShares Russell 1000 Growth ETF 1.1 19 56 14.7 +13.8
VOOG Vanguard S&P 500 Growth ETF 1.1 7 68 18.2 +17.4
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.1 4 71 3.0 +2.2
NANR SPDR S&P North American Natural Resources ETF 1.1 35 40 6.4 +5.6
IVW iShares S&P 500 Growth ETF 1.1 18 57 2.9 +2.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.1 9 66 4.1 +3.2
EEMO Invesco S&P Emerging Markets Momentum ETF 1.1 29 46 6.8 +5.9
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.1 60 15 5.5 +4.6
AFMC First Trust Active Factor Mid Cap ETF 1.1 65 10 6.7 +5.8
XOEF iShares S&P 500 ex S&P 100 ETF 1.1 20 55 4.5 +3.7
EWY iShares MSCI South Korea ETF 1.1 58 17 3.4 +2.6
BRIF FIS Bright Portfolios Focused Equity ETF 1.1 65 10 3.2 +2.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.1 20 55 4.1 +3.2
PSCI Invesco S&P SmallCap Industrials ETF 1.1 29 46 4.2 +3.4
MGK Vanguard Mega Cap Growth ETF 1.1 7 68 17.1 +16.2
NACP Impact Shares NAACP Minority Empowerment ETF 1.1 49 26 3.6 +2.7
VUSE Vident U.S. Equity Strategy ETF 1.1 50 25 3.6 +2.8
IMCB iShares Morningstar Mid-Cap ETF 1.1 4 71 5.0 +4.1
EGUS iShares ESG Aware MSCI USA Growth ETF 1.1 18 57 3.0 +2.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.1 24 51 5.7 +4.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.1 15 60 2.9 +2.1
IXC iShares Global Energy ETF 1.1 44 31 7.4 +6.5
FSCS First Trust SMID Capital Strength ETF 1.0 60 15 6.7 +5.9
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.0 27 48 6.3 +5.5
FBCG Fidelity Blue Chip Growth ETF 1.0 59 16 2.2 +1.3
DSTL Distillate US Fundamental Stability & Value ETF 1.0 39 36 7.2 +6.3
SPLV Invesco S&P 500 Low Volatility ETF 1.0 25 50 4.9 +4.1
GINX SGI Enhanced Global Income ETF 1.0 98 -23 6.3 +5.5
IWY iShares Russell Top 200 Growth ETF 1.0 20 55 3.7 +2.8
STXG Strive 1000 Growth ETF 1.0 18 57 3.2 +2.3
VB Vanguard Small-Cap ETF 1.0 5 70 5.0 +4.2
DSPY Tema S&P 500 Historical Weight ETF 1.0 18 57 4.3 +3.4
DIVG Invesco S&P 500 High Dividend Growers ETF 1.0 39 36 7.0 +6.2
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.0 58 17 3.5 +2.6
MNZL Manzil Russell Halal USA Broad MarketETF 1.0 40 35 3.8 +2.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.0 10 65 4.1 +3.3
QDEF FlexShares Quality Dividend Defensive Index Fund 1.0 37 38 5.3 +4.4
CGGO Capital Group Global Growth Equity ETF 1.0 47 28 3.9 +3.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.0 45 30 3.6 +2.7
SMOX Horizon Small/Mid Cap Core Equity ETF 1.0 75 0 5.1 +4.3
RSP Invesco S&P 500 Equal Weight ETF 1.0 20 55 5.6 +4.8
FELC Fidelity Enhanced Large Cap Core ETF 1.0 18 57 4.2 +3.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.0 15 60 4.1 +3.2
NUMV Nuveen ESG Mid-Cap Value ETF 0.9 31 44 5.2 +4.4
CGGR Capital Group Growth ETF 0.9 39 36 2.6 +1.7
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.9 25 50 4.0 +3.2
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.9 46 29 7.9 +7.0
DVY iShares Select Dividend ETF 0.9 38 37 7.7 +6.9
SPXN ProShares S&P 500 Ex-Financials ETF 0.9 9 66 3.9 +3.1
SMLF iShares U.S. SmallCap Equity Factor ETF 0.9 15 60 4.7 +3.9
SUSA iShares MSCI USA ESG Select ETF 0.9 25 50 3.9 +3.0
VSLU Applied Finance Valuation Large Cap ETF 0.9 49 26 4.8 +3.9
XJH iShares ESG Screened S&P Mid-Cap ETF 0.9 12 63 5.7 +4.9
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.9 20 55 0.8 -0.1
TOPC iShares S&P 500 3% Capped ETF 0.9 15 60 4.2 +3.4
BKSE BNY Mellon US Small Cap Core Equity ETF 0.9 4 71 14.7 +13.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.9 29 46 5.4 +4.6
FSMD Fidelity Small-Mid Multifactor ETF 0.9 15 60 6.2 +5.4
SUSL iShares ESG MSCI USA Leaders ETF 0.9 10 65 4.1 +3.2
ESGG FlexShares STOXX Global ESG Select Index Fund 0.9 42 33 3.9 +3.1
ESGU iShares ESG Aware MSCI USA ETF 0.9 15 60 4.0 +3.2
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.9 20 55 7.0 +6.2
IPKW Invesco International BuyBack Achievers ETF 0.9 55 20 7.7 +6.9
CATH Global X S&P 500 Catholic Values Custom ETF 0.9 29 46 3.9 +3.1
PAVE Global X U.S. Infrastructure Development ETF 0.9 47 28 4.1 +3.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.9 19 56 4.9 +4.1
SPXV ProShares S&P 500 Ex-Health Care ETF 0.9 9 66 3.8 +3.0
IWO iShares Russell 2000 Growth ETF 0.8 24 51 0.5 -0.4
EMM Global X Emerging Markets ex-China ETF 0.8 75 0 4.7 +3.9
PBUS Invesco MSCI USA ETF 0.8 4 71 4.1 +3.3
VOTE TCW Transform 500 ETF 0.8 5 70 4.0 +3.2
FDL First Trust Morningstar Dividend Leaders Index Fund 0.8 45 30 8.8 +7.9
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.8 12 63 3.8 +2.9
TOV JLens 500 Jewish Advocacy U.S. ETF 0.8 18 57 3.8 +3.0
SCHM Schwab U.S. Mid-Cap ETF 0.8 4 71 5.7 +4.8
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 0.8 15 60 3.4 +2.6
HWAY Themes US Infrastructure ETF 0.8 29 46 4.6 +3.8
AVUS Avantis U.S. Equity ETF 0.8 15 60 4.6 +3.8
SGLC SGI U.S. Large Cap Core ETF 0.8 85 -10 3.5 +2.7
SPXE ProShares S&P 500 Ex-Energy ETF 0.8 9 66 3.9 +3.1
BKLC BNY Mellon US Large Cap Core Equity ETF 0.8 0 75 12.2 +11.3
JHML John Hancock Multifactor Large Cap ETF 0.8 29 46 4.3 +3.5
VXF Vanguard Extended Market ETF 0.8 5 70 3.6 +2.8
ILCB iShares Morningstar U.S. Equity ETF 0.8 3 72 4.0 +3.2
XT iShares Exponential Technologies ETF 0.8 46 29 3.9 +3.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.8 2 73 4.1 +3.2
EQAL Invesco Russell 1000 Equal Weight ETF 0.8 20 55 5.9 +5.1
FVD First Trust Value Line Dividend Index Fund 0.8 65 10 5.5 +4.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.8 75 0 3.1 +2.3
DFUS Dimensional U.S. Equity ETF 0.8 9 66 4.0 +3.1
FMKT The Free Markets ETF 0.8 76 -1 4.1 +3.2
ARKK ARK Innovation ETF 0.8 75 0 -2.8 -3.7
CHRI Global X S&P 500 Christian Values ETF 0.8 29 46 3.8 +3.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.8 11 64 4.0 +3.2
IDMO Invesco S&P International Developed Momentum ETF 0.8 25 50 5.0 +4.2
FDMO Fidelity Momentum Factor ETF 0.8 15 60 2.4 +1.6
VUG Vanguard Growth ETF 0.8 4 71 20.3 +19.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.8 35 40 3.3 +2.5
APIE ActivePassive International Equity ETF 0.8 45 30 6.2 +5.3
FUNL CornerCap Fundametrics Large-Cap ETF 0.8 50 25 6.4 +5.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.8 7 68 4.0 +3.2
EVUS iShares ESG Aware MSCI USA Value ETF 0.8 18 57 5.4 +4.5
IWS iShares Russell Mid-Cap Value ETF 0.8 23 52 5.7 +4.9
GXLC Global X U.S. 500 ETF 0.8 2 73 4.0 +3.1
KLMN Invesco MSCI North America Climate ETF 0.8 9 66 4.2 +3.3
RAUS RACWI US ETF 0.8 15 60 4.0 +3.2
VONE Vanguard Russell 1000 ETF 0.8 7 68 4.1 +3.3
IYY iShares Dow Jones U.S. ETF 0.8 20 55 4.0 +3.1
IWB iShares Russell 1000 ETF 0.8 15 60 4.0 +3.2
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.8 3 72 4.2 +3.4
RVRB Reverb ETF 0.8 30 45 3.6 +2.8
IWV iShares Russell 3000 ETF 0.8 20 55 3.9 +3.1
VTI Vanguard Total Stock Market ETF 0.8 3 72 4.0 +3.2
VTHR Vanguard Russell 3000 ETF 0.8 7 68 4.0 +3.2
HLAL Wahed FTSE USA Shariah ETF 0.8 50 25 3.5 +2.7
QVML Invesco S&P 500 QVM Multi-factor ETF 0.8 11 64 4.2 +3.3
DEUS Xtrackers Russell US Multifactor ETF 0.8 17 58 6.2 +5.4
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 46 3.7 +2.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.7 3 72 4.0 +3.2
ULVM VictoryShares US Value Momentum ETF 0.7 20 55 5.8 +5.0
SFY SoFi Select 500 ETF 0.7 0 75 3.7 +2.8
SPY SPDR S&P 500 ETF 0.7 9 66 4.0 +3.2
VOO Vanguard S&P 500 ETF 0.7 3 72 4.1 +3.3
SPYM State Street SPDR Portfolio S&P 500 ETF 0.7 2 73 4.1 +3.3
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.7 20 55 5.8 +4.9
VV Vanguard Large-Cap ETF 0.7 4 71 4.0 +3.2
IVV iShares Core S&P 500 ETF 0.7 3 72 4.1 +3.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.7 29 46 3.9 +3.0
GQI Natixis Gateway Quality Income ETF 0.7 34 41 4.5 +3.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.7 24 51 6.9 +6.1
PRXG Praxis Impact Large Cap Growth ETF 0.7 36 39 3.1 +2.3
LRGF iShares U.S. Equity Factor ETF 0.7 8 67 4.5 +3.6
QLC FlexShares US Quality Large Cap Index Fund 0.7 25 50 4.4 +3.5
KOKU Xtrackers MSCI Kokusai Equity ETF 0.7 9 66 4.3 +3.4
DUHP Dimensional US High Profitability ETF 0.7 21 54 5.2 +4.3
MADE iShares U.S. Manufacturing ETF 0.7 40 35 3.4 +2.5
VTWG Vanguard Russell 2000 Growth ETF 0.7 10 65 0.6 -0.2
JHSC John Hancock Multifactor Small Cap ETF 0.7 42 33 5.7 +4.9
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.7 54 21 6.0 +5.1
SURE AdvisorShares Insiders Advantage ETF 0.7 90 -15 7.3 +6.5
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.7 39 36 6.7 +5.9
VTV Vanguard Value ETF 0.7 4 71 5.6 +4.8
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.7 24 51 5.2 +4.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.7 9 66 3.4 +2.6
GNR SPDR S&P Global Natural Resources ETF 0.7 40 35 8.4 +7.6
USEW Cambria US EW ETF 0.7 30 45 4.0 +3.2
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.7 20 55 8.3 +7.5
DIM WisdomTree International MidCap Dividend Fund 0.7 58 17 6.2 +5.3
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.7 30 45 3.6 +2.8
BFOR ALPS Barron's 400 ETF 0.7 65 10 20.5 +19.7
TOK iShares MSCI Kokusai ETF 0.7 26 49 4.2 +3.3
VOE Vanguard Mid-Cap Value ETF 0.7 7 68 6.5 +5.7
USMV iShares MSCI USA Min Vol Factor ETF 0.7 15 60 5.2 +4.4
IQDF FlexShares International Quality Dividend Index Fund 0.7 47 28 7.3 +6.5
JHMM John Hancock Multifactor Mid Cap ETF 0.7 42 33 5.2 +4.4
IWL iShares Russell Top 200 ETF 0.7 15 60 3.8 +3.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.7 25 50 4.7 +3.9
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.7 7 68 4.3 +3.4
DFAU Dimensional US Core Equity Market ETF 0.6 12 63 4.2 +3.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.6 9 66 4.7 +3.9
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.6 32 43 3.8 +3.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.6 18 57 6.6 +5.8
APUE ActivePassive U.S. Equity ETF 0.6 45 30 3.8 +3.0
URTH iShares MSCI World ETF 0.6 24 51 4.2 +3.4
HDV iShares Core High Dividend ETF 0.6 8 67 29.0 +28.2
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.6 8 67 4.3 +3.4
MODL VictoryShares WestEnd U.S. Sector ETF 0.6 42 33 3.9 +3.1
NUEM Nuveen ESG Emerging Markets Equity ETF 0.6 36 39 5.9 +5.1
FELV Fidelity Enhanced Large Cap Value ETF 0.6 18 57 5.2 +4.3
ACVF American Conservative Values ETF 0.6 75 0 3.6 +2.8
OEF iShares S&P 100 ETF 0.6 20 55 3.7 +2.9
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.6 3 72 5.9 +5.1
SFTY Horizon Managed Risk ETF 0.6 77 -2 3.4 +2.5
NANC Unusual Whales Subversive Democratic Trading ETF 0.6 75 0 2.8 +1.9
ADME Aptus Drawdown Managed Equity ETF 0.6 79 -4 3.3 +2.5
FQAL Fidelity Quality Factor ETF 0.6 15 60 4.7 +3.9
RWL Invesco S&P 500 Revenue ETF 0.6 39 36 5.5 +4.7
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.6 20 55 5.3 +4.5
ACWI iShares MSCI ACWI ETF 0.6 32 43 4.5 +3.7
WCEO Hypatia Women CEO ETF 0.6 85 -10 4.3 +3.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.6 9 66 4.2 +3.4
DCOR Dimensional US Core Equity 1 ETF 0.6 14 61 4.4 +3.6
GVUS Marketbeta Russell 1000 Value Equity ETF 0.6 12 63 5.1 +4.2
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 0.6 80 -5 3.7 +2.8
STOX Horizon Core Equity ETF 0.6 70 5 3.4 +2.6
VT Vanguard Total World Stock ETF 0.5 6 69 4.9 +4.0
SMMD iShares Russell 2500 ETF 0.5 15 60 5.2 +4.4
DON WisdomTree U.S. MidCap Dividend Fund 0.5 38 37 7.8 +6.9
MGC Vanguard Mega Cap ETF 0.5 7 68 3.8 +3.0
DFSU Dimensional US Sustainability Core 1 ETF 0.5 18 57 4.5 +3.7
MINV Matthews Asia Innovators Active ETF 0.5 79 -4 5.5 +4.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.5 4 71 16.4 +15.6
DLN WisdomTree U.S. LargeCap Dividend Fund 0.5 28 47 5.2 +4.4
KLMT Invesco MSCI Global Climate 500 ETF 0.5 10 65 4.8 +4.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.5 15 60 5.8 +4.9
DTD WisdomTree U.S. Total Dividend Fund 0.5 28 47 5.5 +4.7
FTA First Trust Large Cap Value AlphaDEX Fund 0.5 59 16 7.2 +6.4
IJT iShares S&P Small-Cap 600 Growth ETF 0.5 18 57 3.4 +2.5
VBR Vanguard Small Cap Value ETF 0.5 7 68 7.4 +6.6
IMCV iShares Morningstar Mid-Cap Value ETF 0.5 6 69 6.6 +5.8
DFAC Dimensional U.S. Core Equity 2 ETF 0.5 17 58 4.5 +3.7
ISCG iShares Morningstar Small-Cap Growth ETF 0.5 6 69 2.6 +1.8
STXD Strive 1000 Dividend Growth ETF 0.5 35 40 4.2 +3.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.5 25 50 5.4 +4.6
BLES Inspire Global Hope ETF 0.5 61 14 5.5 +4.7
LDEM iShares ESG MSCI EM Leaders ETF 0.5 17 58 12.5 +11.7
WSML iShares MSCI World Small-Cap ETF 0.5 15 60 5.2 +4.4
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.5 80 -5 6.9 +6.1
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.5 12 63 5.1 +4.3
CCNR ALPS CoreCommodity Natural Resources ETF 0.5 39 36 8.3 +7.5
AKAF The Frontier Economic Fund 0.5 20 55 5.2 +4.4
RSSL Global X Russell 2000 ETF 0.5 8 67 2.5 +1.7
TPIF Timothy Plan International ETF 0.5 62 13 5.4 +4.6
IWM iShares Russell 2000 ETF 0.5 19 56 2.5 +1.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.5 10 65 3.4 +2.5
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.5 19 56 4.6 +3.8
FENY Fidelity MSCI Energy Index ETF 0.5 8 67 6.7 +5.9
ITAN Sparkline Intangible Value ETF 0.5 50 25 5.5 +4.7
AIA iShares Asia 50 ETF 0.5 50 25 7.6 +6.7
FNDA Schwab Fundamental US Small Co. Index ETF 0.5 25 50 5.8 +4.9
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.5 80 -5 7.5 +6.7
QQQM Invesco NASDAQ 100 ETF 0.5 15 60 3.2 +2.4
QQQ Invesco QQQ Trust Series I 0.5 20 55 3.2 +2.4
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 0.5 49 26 7.5 +6.7
IWD iShares Russell 1000 Value ETF 0.4 19 56 5.0 +4.2
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.4 15 60 4.9 +4.1
VONV Vanguard Russell 1000 Value ETF 0.4 7 68 5.1 +4.3
DGRO iShares Core Dividend Growth ETF 0.4 8 67 5.3 +4.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.4 35 40 2.8 +2.0
IJR iShares Core S&P Small Cap ETF 0.4 6 69 5.9 +5.0
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.4 55 20 8.3 +7.5
EQIN Columbia US Equity Income ETF 0.4 35 40 5.9 +5.1
VIOO Vanguard S&P Small-Cap 600 ETF 0.4 7 68 5.7 +4.9
XCEM Columbia EM Core ex-China ETF 0.4 16 59 5.0 +4.1
WWJD Inspire International ETF 0.4 80 -5 6.1 +5.3
NULV Nuveen ESG Large-Cap Value ETF 0.4 26 49 5.0 +4.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.4 20 55 4.6 +3.8
VTWO Vanguard Russell 2000 ETF 0.4 7 68 2.6 +1.8
STXK Strive Small-Cap ETF 0.4 18 57 4.9 +4.0
IMTM iShares MSCI Intl Momentum Factor ETF 0.4 30 45 4.6 +3.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.4 29 46 6.1 +5.3
ENHU iShares Enhanced Large Cap Core Active ETF 0.4 22 53 4.0 +3.2
EMXF iShares ESG Advanced MSCI EM ETF 0.4 16 59 6.6 +5.7
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.4 39 36 3.3 +2.5
ISCB iShares Morningstar Small-Cap ETF 0.4 4 71 5.1 +4.3
DFVX Dimensional US Large Cap Vector ETF 0.4 22 53 5.1 +4.3
PRF Invesco FTSE RAFI US 1000 ETF 0.4 34 41 5.4 +4.5
IJS iShares S&P Small-Cap 600 Value ETF 0.4 18 57 8.3 +7.5
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.4 10 65 8.4 +7.6
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.4 15 60 8.4 +7.6
BUZZ VanEck Social Sentiment ETF 0.4 75 0 -0.7 -1.5
CIL VictoryShares International Volatility Wtd ETF 0.4 45 30 5.9 +5.0
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.4 17 58 4.7 +3.9
IDHQ Invesco S&P International Developed High Quality ETF 0.4 29 46 4.9 +4.0
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.4 50 25 8.2 +7.4
TMFC Motley Fool 100 Index ETF 0.4 50 25 2.9 +2.0
EPS WisdomTree U.S. LargeCap Fund 0.4 8 67 4.6 +3.8
TPSC Timothy Plan US Small Cap Core ETF 0.4 52 23 6.2 +5.4
UMMA Wahed Dow Jones Islamic World ETF 0.3 65 10 3.5 +2.7
VDE Vanguard Energy ETF 0.3 9 66 6.7 +5.9
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.3 12 63 6.0 +5.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.3 70 5 2.0 +1.2
SCHV Schwab U.S. Large-Cap Value ETF 0.3 4 71 5.4 +4.6
LCDS JPMorgan Fundamental Data Science Large Core ETF 0.3 30 45 3.9 +3.1
GLOF iShares Global Equity Factor ETF 0.3 20 55 5.4 +4.6
NUSC Nuveen ESG Small-Cap ETF 0.3 31 44 4.6 +3.8
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.3 20 55 3.9 +3.0
IWX iShares Russell Top 200 Value ETF 0.3 20 55 4.7 +3.8
ISCV iShares Morningstar Small Cap Value ETF 0.3 6 69 7.2 +6.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.3 20 55 3.7 +2.9
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 36 6.1 +5.3
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.3 8 67 6.3 +5.5
DFAS Dimensional U.S. Small Cap ETF 0.3 26 49 5.2 +4.4
OPTZ Optimize Strategy Index ETF 0.3 50 25 3.3 +2.5
VFMF Vanguard U.S. Multifactor ETF 0.3 18 57 6.2 +5.3
PRXV Praxis Impact Large Cap Value ETF 0.3 36 39 5.3 +4.5
STXV Strive 1000 Value ETF 0.3 18 57 6.6 +5.8
SPDW SPDR Portfolio Developed World ex-US ETF 0.3 3 72 5.7 +4.9
QINT American Century Quality Diversified International ETF 0.3 39 36 6.4 +5.5
DTH WisdomTree International High Dividend Fund 0.3 58 17 7.0 +6.2
IVE iShares S&P 500 Value ETF 0.3 18 57 5.4 +4.6
VEA Vanguard FTSE Developed Markets ETF 0.3 3 72 5.8 +4.9
DXUV Dimensional US Vector Equity ETF 0.3 28 47 5.0 +4.1
VOOV Vanguard S&P 500 Value ETF 0.3 7 68 5.5 +4.7
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.3 4 71 5.5 +4.7
STXE Strive Emerging Markets Ex-China ETF 0.3 32 43 5.2 +4.4
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.3 24 51 6.8 +5.9
RWK Invesco S&P MidCap 400 Revenue ETF 0.3 39 36 7.3 +6.5
HDUS Hartford Disciplined US Equity ETF 0.3 19 56 4.6 +3.8
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.3 35 40 6.5 +5.7
SCHF Schwab International Equity ETF 0.3 6 69 5.8 +4.9
IUSV iShares Core S&P US Value ETF 0.3 4 71 5.7 +4.8
FRDM Freedom 100 Emerging Markets ETF 0.3 49 26 5.4 +4.6
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.3 32 43 7.5 +6.6
EZM WisdomTree U.S. MidCap Fund 0.3 38 37 7.6 +6.8
GSPY Gotham Enhanced 500 ETF 0.3 50 25 4.2 +3.4
STXI Strive International Developed Markets ETF 0.3 29 46 6.3 +5.5
GINN Goldman Sachs Innovate Equity ETF 0.3 52 23 3.6 +2.7
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.3 35 40 4.6 +3.8
BKIE BNY Mellon International Equity ETF 0.3 4 71 17.4 +16.6
XJR iShares ESG Screened S&P Small-Cap ETF 0.3 12 63 5.7 +4.9
XVV iShares ESG Screened S&P 500 ETF 0.3 8 67 4.0 +3.2
IDEV iShares Core MSCI International Developed Markets ETF 0.3 4 71 5.8 +5.0
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.3 18 57 6.2 +5.3
FNDC Schwab Fundamental International Small Co. Index ETF 0.3 39 36 6.6 +5.8
FAB First Trust Multi Cap Value AlphaDEX Fund 0.2 67 8 8.1 +7.2
VIG Vanguard Dividend Appreciation ETF 0.2 5 70 4.8 +4.0
AFLG First Trust Active Factor Large Cap ETF 0.2 55 20 4.8 +4.0
THRO iShares U.S. Thematic Rotation Active ETF 0.2 90 -15 3.0 +2.2
EEMA iShares MSCI Emerging Markets Asia ETF 0.2 49 26 7.5 +6.6
EMXC iShares MSCI Emerging Markets ex China ETF 0.2 25 50 5.1 +4.3
FLAX Franklin FTSE Asia Ex Japan ETF 0.2 19 56 7.1 +6.3
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.2 41 34 5.8 +5.0
ACWX iShares MSCI ACWI ex U.S. ETF 0.2 34 41 6.2 +5.4
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.2 49 26 5.9 +5.1
ONEQ Fidelity Nasdaq Composite Index ETF 0.2 21 54 2.9 +2.0
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.2 15 60 8.0 +7.1
IXUS iShares Core MSCI Total International Stock ETF 0.2 7 68 6.4 +5.6
ILCV iShares Morningstar Value ETF 0.2 4 71 5.1 +4.3
EMDM First Trust Bloomberg Emerging Market Democracies ETF 0.2 75 0 6.3 +5.5
VXUS Vanguard Total International Stock ETF 0.2 5 70 6.5 +5.6
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.2 66 9 7.3 +6.5
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.2 36 39 7.5 +6.7
BKEM BNY Mellon Emerging Markets Equity ETF 0.2 11 64 24.0 +23.2
PFM Invesco Dividend Achievers ETF 0.2 53 22 4.5 +3.7
IGE iShares North American Natural Resources ETF 0.2 41 34 5.8 +4.9
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.2 70 5 6.9 +6.1
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.2 30 45 7.9 +7.1
DFSV Dimensional US Small Cap Value ETF 0.2 31 44 8.3 +7.4
VEU Vanguard FTSE All-World ex-US Index Fund 0.2 4 71 6.5 +5.7
SCHX Schwab U.S. Large-Cap ETF 0.2 3 72 4.2 +3.3
CWI SPDR MSCI ACWI ex-US ETF 0.2 30 45 6.3 +5.4
JHEM John Hancock Multifactor Emerging Markets ETF 0.2 49 26 7.5 +6.6
AVDE Avantis International Equity ETF 0.2 23 52 6.0 +5.2
SCHK Schwab 1000 Index ETF 0.2 5 70 4.1 +3.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 36 2.1 +1.3
ESGE iShares ESG Aware MSCI EM ETF 0.2 25 50 8.2 +7.4
SCHB Schwab U.S. Broad Market ETF 0.2 3 72 4.1 +3.3
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 0.2 69 6 7.6 +6.7
EEM iShares MSCI Emerging Markets ETF 0.2 69 6 7.8 +7.0
IUS Invesco RAFI Strategic US ETF 0.2 19 56 5.3 +4.5
FESM Fidelity Enhanced Small Cap ETF 0.2 28 47 2.1 +1.3
QWLD SPDR MSCI World StrategicFactors ETF 0.2 30 45 5.0 +4.2
AVEM Avantis Emerging Markets Equity ETF 0.2 33 42 7.0 +6.2
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 50 5.9 +5.1
VPL Vanguard FTSE Pacific ETF 0.2 7 68 5.1 +4.3
LRND IQ U.S. Large Cap R&D Leaders ETF 0.2 14 61 3.8 +3.0
HFXI IQ FTSE International Equity Currency Neutral ETF 0.2 20 55 5.5 +4.6
DFSI Dimensional International Sustainability Core 1 ETF 0.2 24 51 5.5 +4.7
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 47 8.1 +7.2
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.2 41 34 6.9 +6.0
GWX SPDR S&P International Small Cap ETF 0.2 40 35 5.9 +5.1
VYM Vanguard High Dividend Yield Index ETF 0.2 6 69 5.9 +5.0
IEMG iShares Core MSCI Emerging Markets ETF 0.2 9 66 8.2 +7.3
FNDX Schwab Fundamental US Large Co. Index ETF 0.2 25 50 5.9 +5.1
DGRW WisdomTree US Quality Dividend Growth Fund 0.2 28 47 4.9 +4.0
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.2 39 36 6.8 +6.0
AVSD Avantis Responsible International Equity ETF 0.2 23 52 5.7 +4.9
FLQL Franklin LibertyQ U.S. Equity ETF 0.2 15 60 4.5 +3.6
DFAE Dimensional Emerging Core Equity Market ETF 0.2 35 40 7.0 +6.1
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.2 20 55 5.5 +4.7
AVDS Avantis International Small Cap Equity ETF 0.1 30 45 5.9 +5.1
EZU iShares MSCI Eurozone ETF 0.1 52 23 5.4 +4.6
HEZU iShares Currency Hedged MSCI Eurozone ETF 0.1 53 22 5.2 +4.4
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.1 15 60 8.8 +8.0
AVSU Avantis Responsible U.S. Equity ETF 0.1 15 60 4.7 +3.9
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.1 33 42 6.1 +5.3
DAK Dakota Active Equity ETF 0.1 43 32 3.6 +2.8
AVIE Avantis  Inflation Focused Equity ETF 0.1 25 50 5.9 +5.1
DFIC Dimensional International Core Equity 2 ETF 0.1 23 52 6.1 +5.3
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.1 38 37 7.0 +6.2
DFUV Dimensional US Marketwide Value ETF 0.1 22 53 5.8 +5.0
EMGF iShares Emerging Markets Equity Factor ETF 0.1 25 50 8.9 +8.1
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.1 45 30 8.0 +7.2
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 50 5.9 +5.1
SCHG Schwab U.S. Large-Cap Growth ETF 0.1 4 71 3.3 +2.4
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.1 53 22 5.1 +4.3
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 30 6.6 +5.7
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.1 45 30 5.3 +4.4
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.1 59 16 8.5 +7.7
VFQY Vanguard U.S. Quality Factor ETF 0.1 13 62 5.2 +4.4
DIVB iShares Core Dividend ETF 0.1 5 70 6.4 +5.6
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.1 15 60 7.4 +6.6
DFAI Dimensional International Core Equity Market ETF 0.1 18 57 5.9 +5.0
EFV iShares MSCI EAFE Value ETF 0.1 34 41 7.2 +6.4
FFF Founders 100 ETF 0.1 75 0 2.4 +1.5
EBI Longview Advantage ETF 0.1 35 40 5.7 +4.9
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 45 6.3 +5.5
DEHP Dimensional Emerging Markets High Profitability ETF 0.1 41 34 4.8 +4.0
AVSE Avantis Responsible Emerging Markets Equity ETF 0.1 33 42 6.6 +5.8
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 10 3.3 +2.4
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 50 7.2 +6.3
FNX First Trust Mid Cap Core AlphaDEX Fund 0.1 60 15 5.9 +5.1
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.1 40 35 5.5 +4.7
DWM WisdomTree International Equity Fund 0.1 48 27 5.4 +4.6
DEW WisdomTree Global High Dividend Fund 0.1 58 17 6.9 +6.1
IQLT iShares MSCI Intl Quality Factor ETF 0.1 30 45 5.3 +4.5
IEV iShares Europe ETF 0.1 67 8 5.7 +4.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.1 12 63 4.3 +3.5
IWN iShares Russell 2000 Value ETF 0.1 24 51 4.4 +3.6
BBEU JPMorgan BetaBuilders Europe ETF 0.1 9 66 6.0 +5.2
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.1 46 29 5.2 +4.4
FLEE Franklin FTSE Europe ETF 0.1 9 66 6.1 +5.3
AQLT iShares MSCI Global Quality Factor ETF 0.1 18 57 0.0 -0.8
VTWV Vanguard Russell 2000 Value ETF 0.1 10 65 4.6 +3.8
SFGV Sequoia Global Value ETF 0.1 23 52 6.9 +6.0
VGK Vanguard FTSE Europe ETF 0.1 6 69 6.3 +5.5
IEUR iShares Core MSCI Europe ETF 0.1 11 64 6.2 +5.3
DSI iShares MSCI KLD 400 Social ETF 0.1 25 50 4.0 +3.2
SPEU SPDR Portfolio Europe ETF 0.1 7 68 6.3 +5.4
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.1 25 50 6.1 +5.3
FTEC Fidelity MSCI Information Technology Index ETF 0.1 8 67 3.0 +2.1
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.1 35 40 5.4 +4.6
DFLV Dimensional US Large Cap Value ETF 0.1 22 53 5.8 +5.0
DFIV Dimensional International Value ETF 0.1 27 48 7.5 +6.7
VYMI Vanguard International High Dividend Yield ETF 0.1 17 58 7.7 +6.8
VGT Vanguard Information Technology ETF 0.1 9 66 24.4 +23.6
EMC Global X Emerging Markets Great Consumer ETF 0.1 75 0 7.1 +6.2
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.1 20 55 5.4 +4.5
EFA iShares MSCI EAFE ETF 0.0 35 40 5.5 +4.7
HEFA iShares Currency Hedged MSCI EAFE ETF 0.0 35 40 5.5 +4.7
IVLU iShares MSCI Intl Value Factor ETF 0.0 30 45 7.8 +6.9
JSTC Adasina Social Justice All Cap Global ETF 0.0 89 -14 4.2 +3.3
IEFA iShares Core MSCI EAFE ETF 0.0 7 68 5.9 +5.0
ROUS Hartford Multifactor US Equity ETF 0.0 19 56 5.2 +4.4
GSID Goldman Sachs MarketBeta International Equity ETF 0.0 20 55 5.6 +4.8
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.0 36 39 5.1 +4.2
DXIV Dimensional International Vector Equity ETF 0.0 34 41 6.5 +5.6
AVDV Avantis International Small Cap Value ETF 0.0 36 39 7.7 +6.9
OBOR KraneShares MSCI One Belt One Road Index ETF 0.0 79 -4 7.3 +6.5
IMFL Invesco International Developed Dynamic Multifactor ETF 0.0 34 41 5.1 +4.2
FENI Fidelity Enhanced International ETF 0.0 28 47 5.6 +4.8
IGM iShares Expanded Tech Sector ETF 0.0 41 34 2.6 +1.8
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.0 30 45 5.9 +5.1
WSGE Warren Street Global Equity ETF 0.0 80 -5 2.8 +2.0
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.0 40 35 3.4 +2.6
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.0 47 28 7.0 +6.2
JHMD John Hancock Multifactor Developed International ETF 0.0 39 36 6.0 +5.2
JADE JPMorgan Active Developing Markets Equity ETF 0.0 65 10 5.9 +5.1
JIG JPMorgan International Growth ETF 0.0 55 20 3.6 +2.8
RAFE PIMCO RAFI ESG U.S. ETF 0.0 29 46 5.9 +5.0
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.0 30 45 7.5 +6.6
ISCF iShares International SmallCap Equity Factor ETF 0.0 23 52 7.1 +6.3
SPRX Spear Alpha ETF 0.0 75 0 -0.8 -1.6
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.0 33 42 6.7 +5.9
AVSC Avantis U.S Small Cap Equity ETF 0.0 25 50 4.3 +3.4

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 5.3 x
Less: Expense ratio 75 bp
Equals: ALTAR Score 0.8 %
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.