Vert Global Sustainable Real Estate ETF
ALTAR
Score™		 6.8% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 14.1x P/Sales
ratio		 7.7x
P/BV
ratio		 1.8x Div.
yield		 3.8%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The Vert Global Sustainable Real Estate ETF aims to provide investors with exposure to global real estate companies that prioritize sustainable practices and environmental responsibility.

FUND BASICS
Category US Equities
Fund Sponsor Vert
Website vertfunds.com/fund-information/
Inception date Oct 31, 2017
Assets (mns) $549
Currency USD
Expense ratio 47 bp
Distributions

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 137
Wgt avg mkt cap (mns) $35,873
Large cap (>$10bn) 69.9%
Mid cap ($2-10bn) 22.8%
Small cap (<$2bn) 7.3%
Developed mkts 99.2%
Emerging mkts 0.9%

TOP TEN HOLDINGS
EQUINIX INC 5.7 %
WELLTOWER, INC. 5.6 %
SIMON PROPERTY GROUP INC 5.4 %
DIGITAL REALTY TRUST INC 5.2 %
PROLOGIS INC 5.0 %
VENTAS INC 4.7 %
AMERICAN TOWER CORP-CL A 4.5 %
GOODMAN GROUP 3.8 %
IRON MOUNTAIN INC 3.6 %
EXTRA SPACE STORAGE INC 3.0 %
Total 46.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 68.1 %
AUSTRALIA 8.7 %
JAPAN 5.8 %
BRITAIN 5.2 %
SINGAPORE 3.0 %
FRANCE 1.9 %
NETHERLANDS 1.5 %
BELGIUM 1.5 %
CANADA 1.0 %
SPAIN 0.9 %

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.
13.9% 17.3% -- -- 12.5%

Market Correlations
versus... Beta R-squared
S&P500 0.42 17%
MSCI EAFE 0.50 37%
MSCI Emg. Mkts. 0.18 11%

Technical Indicators
Recent close $11.68
30d moving avg. $11.51
Annualized volatility 13.3%
Short interest (ETF) 0.2%
Relative strength (RSI) 57

Liquidity measures
Avg. volume (thou.) 96
Turnover 0.2%
Bid/Ask (% of price) 0.22%
ADV underlying (mns) $3,821

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 708 potential alternatives to the Vert Global Sustainable Real Estate ETF ETF based on the alternatives' overlap in portfolio holdings with VGSR. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: VGSR Expense: 47 bp ALTAR Score™: 6.8%


ALTERNATIVE ETFs BASED ON OVERLAP WITH VGSR
Ticker Fund
Name		 Overlap1
vs VGSR
(%)		 Expense
ratio
(bp)		 Savings
vs VGSR
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs VGSR
(%)
AVRE Avantis Real Estate ETF 63.3 17 30 6.6 -0.1
DFGR Dimensional Global Real Estate ETF 62.8 22 25 6.8 +0.1
XLRE Real Estate Select Sector SPDR 60.8 8 39 7.0 +0.3
RWO SPDR Dow Jones Global Real Estate ETF 59.3 50 -3 6.1 -0.7
DFAR Dimensional US Real Estate ETF 58.8 19 28 7.0 +0.2
ICF iShares Cohen & Steers REIT ETF 58.8 33 14 7.1 +0.3
USRT iShares Core U.S. REIT ETF 58.6 8 39 6.7 -0.1
ERET iShares Environmentally Aware Real Estate ETF 57.5 30 17 6.7 -0.1
RWR State Street SPDR Dow Jones REIT ETF 56.9 25 22 6.5 -0.3
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 56.0 11 36 6.8 +0.0
IYR iShares U.S. Real Estate ETF 55.8 40 7 6.7 -0.0
SCHH Schwab U.S. REIT ETF 55.6 7 40 7.0 +0.3
FREL Fidelity MSCI Real Estate Index ETF 54.4 8 39 6.8 +0.1
VNQ Vanguard Real Estate ETF 53.3 13 34 6.6 -0.1
FRI First Trust S&P REIT Index Fund 53.2 50 -3 6.3 -0.5
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 51.5 40 7 7.4 +0.7
JPRE JPMorgan Realty Income ETF 48.7 50 -3 6.7 -0.0
FPRO Fidelity Real Estate Investment ETF 46.5 59 -12 5.9 -0.8
BYRE Principal Real Estate Active Opportunities ETF 43.3 65 -18 6.9 +0.1
PPTY US Diversified Real Estate ETF 43.2 53 -6 7.2 +0.5
GQRE FlexShares Global Quality Real Estate Index Fund 41.1 45 2 7.2 +0.4
PSR Invesco Active U.S. Real Estate Fund 38.8 35 12 6.8 +0.0
RITA ETFB Green SRI REITs ETF 36.8 50 -3 5.3 -1.5
WTRE WisdomTree New Economy Real Estate Fund 35.6 58 -11 -0.3 -7.1
JRE Janus Henderson U.S. Real Estate ETF 34.2 65 -18 5.6 -1.2
VNQI Vanguard Global ex-U.S. Real Estate ETF 29.6 12 35 8.4 +1.6
IFGL iShares International Developed Real Estate ETF 28.9 48 -1 7.2 +0.4
IQRA IQ CBRE Real Assets ETF 28.5 65 -18 5.7 -1.0
REAI Intelligent Real Estate ETF 28.2 59 -12 5.5 -1.3
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 27.8 10 37 8.4 +1.6
REZ iShares Residential and Multisector Real Estate ETF 26.9 48 -1 5.7 -1.1
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 26.8 60 -13 5.4 -1.4
HAUS Residential REIT ETF 24.7 60 -13 3.7 -3.0
RWX SPDR Dow Jones International Real Estate ETF 23.0 59 -12 6.9 +0.2
SPRE SP Funds S&P Global REIT Sharia ETF 22.7 55 -8 5.2 -1.5
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 19.5 7 40 9.7 +2.9
SRVR Pacer Data & Infrastructure Real Estate ETF 19.0 55 -8 4.1 -2.7
ERTH Invesco MSCI Sustainable Future ETF 16.6 62 -15 3.2 -3.6
NURE Nuveen Short-Term REIT ETF 16.3 35 12 6.7 -0.1
DESK VanEck Office and Commercial REIT ETF 15.5 50 -3 12.9 +6.2
DTCR Global X Data Center & Digital Infrastructure ETF 15.4 50 -3 3.4 -3.3
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 15.4 41 6 4.3 -2.5
HOMZ Hoya Capital Housing ETF 14.4 30 17 9.8 +3.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 14.3 10 37 3.6 -3.1
INDS Pacer Industrial Real Estate ETF 13.7 55 -8 5.8 -0.9
SPLV Invesco S&P 500 Low Volatility ETF 13.3 25 22 4.9 -1.8
BIBL Inspire 100 ETF 12.4 35 12 4.1 -2.7
LVDS JPMorgan Fundamental Data Science Large Value ETF 11.7 49 -2 4.5 -2.2
BLDG Cambria Global Real Estate ETF 11.4 60 -13 10.6 +3.8
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 10.7 12 35 5.4 -1.3
RDOG ALPS REIT Dividend Dogs ETF 9.5 35 12 11.7 +4.9
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 9.2 60 -13 4.4 -2.4
VRAI Virtus Real Asset Income ETF 9.1 55 -8 8.2 +1.5
PFI Invesco Dorsey Wright Financial Momentum ETF 9.1 60 -13 4.4 -2.4
IDLV Invesco S&P International Developed Low Volatility ETF 7.6 25 22 6.2 -0.6
AGNG Global X Aging Population ETF 7.5 50 -3 4.2 -2.6
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 7.4 60 -13 4.2 -2.6
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 7.3 30 17 8.5 +1.7
DIVG Invesco S&P 500 High Dividend Growers ETF 7.1 39 8 7.0 +0.3
FCLD Fidelity Cloud Computing ETF 7.1 39 8 2.7 -4.0
EQL Alps Equal Sector Weight ETF 6.8 25 22 5.0 -1.8
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 6.6 27 20 6.3 -0.5
SDG iShares MSCI Global Sustainable Development Goals ETF 6.5 49 -2 4.5 -2.3
SPDV AAM S&P 500 High Dividend Value ETF 6.4 29 18 10.4 +3.6
DEW WisdomTree Global High Dividend Fund 6.3 58 -11 6.9 +0.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 6.0 15 32 4.9 -1.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 5.8 12 35 4.3 -2.4
BWEB Bitwise Web3 ETF 5.7 85 -38 -0.1 -6.9
TMFG Motley Fool Global Opportunities ETF 5.7 85 -38 3.6 -3.2
NUMV Nuveen ESG Mid-Cap Value ETF 5.6 31 16 5.2 -1.5
SGRT SMART Earnings Growth 30 ETF 5.6 59 -12 2.5 -4.3
STRN SMART Trend 25 ETF 5.6 59 -12 2.4 -4.4
FMKT The Free Markets ETF 5.5 76 -29 4.1 -2.7
RJDI RJ Eagle Dividend Select Income ETF 5.5 55 -8 4.4 -2.4
FMET Fidelity Metaverse ETF 5.5 39 8 4.2 -2.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.5 20 27 5.3 -1.5
FLAU Franklin FTSE Australia ETF 5.4 9 38 5.6 -1.2
BLES Inspire Global Hope ETF 5.3 61 -14 5.5 -1.2
TXS Texas Capital Texas Equity Index ETF 5.2 49 -2 4.8 -1.9
RDIV Invesco S&P Ultra Dividend Revenue ETF 5.1 39 8 8.8 +2.1
ONEY State Street SPDR Russell 1000 Yield Focus ETF 5.0 20 27 8.3 +1.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.9 70 -23 4.5 -2.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.9 24 23 6.9 +0.1
FVD First Trust Value Line Dividend Index Fund 4.9 65 -18 5.5 -1.3
DWX SPDR S&P International Dividend ETF 4.8 45 2 6.6 -0.2
SWP SWP Growth & Income ETF 4.8 99 -52 4.2 -2.5
EWA iShares MSCI Australia ETF 4.8 50 -3 5.1 -1.7
DON WisdomTree U.S. MidCap Dividend Fund 4.8 38 9 7.8 +1.0
MILN Global X Millennial Consumer ETF 4.7 50 -3 3.9 -2.9
XMLV Invesco S&P MidCap Low Volatility ETF 4.6 25 22 6.5 -0.2
BGRO iShares Large Cap Growth Active ETF 4.6 55 -8 1.8 -4.9
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 4.6 19 28 5.1 -1.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.6 18 29 6.6 -0.1
XOEF iShares S&P 500 ex S&P 100 ETF 4.5 20 27 4.5 -2.2
EQAL Invesco Russell 1000 Equal Weight ETF 4.5 20 27 5.9 -0.8
IWS iShares Russell Mid-Cap Value ETF 4.5 23 24 5.7 -1.1
VBR Vanguard Small Cap Value ETF 4.4 7 40 7.4 +0.7
RSP Invesco S&P 500 Equal Weight ETF 4.4 20 27 5.6 -1.2
UDI USCF Dividend Income Fund 4.3 65 -18 6.4 -0.4
FLDZ RiverNorth Patriot ETF 4.2 75 -28 5.4 -1.4
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 4.2 12 35 5.1 -1.6
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 4.1 80 -33 5.2 -1.6
JPIN J.P. Morgan Diversified Return International Equity ETF 4.1 37 10 6.9 +0.1
WCEO Hypatia Women CEO ETF 4.1 85 -38 4.3 -2.5
NXTG First Trust Indxx NextG ETF 4.1 70 -23 3.5 -3.3
CZA Invesco Zacks Mid-Cap ETF 4.0 72 -25 5.5 -1.3
SIXG Defiance Connective Technologies ETF 4.0 30 17 2.7 -4.0
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 4.0 56 -9 6.6 -0.2
SCJ iShares MSCI Japan Small-Cap ETF 4.0 50 -3 5.4 -1.3
SCZ iShares MSCI EAFE Small-Cap ETF 4.0 40 7 6.0 -0.7
BEEZ Honeytree U.S. Equity ETF 4.0 64 -17 3.5 -3.2
PTL Inspire 500 ETF 3.9 9 38 4.3 -2.4
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 3.9 46 1 5.2 -1.6
SIXA ETC 6 Meridian Mega Cap Equity ETF 3.9 80 -33 5.4 -1.3
IWR iShares Russell Midcap ETF 3.9 19 28 5.1 -1.6
NUDV Nuveen ESG Dividend ETF 3.9 26 21 5.9 -0.8
EPP iShares MSCI Pacific ex-Japan ETF 3.8 47 0 4.7 -2.0
FDVV Fidelity High Dividend ETF 3.8 15 32 6.4 -0.4
ABLD Abacus FCF Real Assets Leaders ETF 3.8 69 -22 6.6 -0.2
ISCV iShares Morningstar Small Cap Value ETF 3.7 6 41 7.2 +0.5
DTD WisdomTree U.S. Total Dividend Fund 3.6 28 19 5.5 -1.3
IEUS iShares MSCI Europe Small-Cap ETF 3.6 42 5 6.6 -0.2
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.6 15 32 6.0 -0.7
STXM Strive Mid-Cap ETF 3.6 18 29 5.9 -0.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.6 4 43 16.4 +9.6
CLOU Global X Cloud Computing ETF 3.6 68 -21 2.2 -4.6
TBG TBG Dividend Focus ETF 3.5 59 -12 6.0 -0.8
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 3.5 47 0 5.0 -1.8
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 3.4 20 27 7.0 +0.2
RCGE RockCreek Global Equality ETF 3.4 95 -48 5.7 -1.1
VEGN US Vegan Climate ETF 3.4 60 -13 3.3 -3.5
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 3.3 49 -2 5.9 -0.8
DLN WisdomTree U.S. LargeCap Dividend Fund 3.2 28 19 5.2 -1.5
VOE Vanguard Mid-Cap Value ETF 3.2 7 40 6.5 -0.3
FID First Trust S&P International Dividend Aristocrats ETF 3.2 60 -13 7.5 +0.8
WDIV SPDR S&P Global Dividend ETF 3.2 40 7 8.8 +2.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 3.2 80 -33 6.5 -0.2
ULVM VictoryShares US Value Momentum ETF 3.2 20 27 5.8 -1.0
KBWY Invesco KBW Premium Yield Equity REIT ETF 3.2 35 12 8.3 +1.6
RBLD First Trust Alerian US NextGen Infrastructure ETF 3.2 65 -18 3.8 -2.9
SCHM Schwab U.S. Mid-Cap ETF 3.1 4 43 5.7 -1.1
FNDA Schwab Fundamental US Small Co. Index ETF 3.1 25 22 5.8 -1.0
ISCF iShares International SmallCap Equity Factor ETF 3.1 23 24 7.1 +0.4
JAVA JPMorgan Active Value ETF 3.1 44 3 5.2 -1.6
WSML iShares MSCI World Small-Cap ETF 3.1 15 32 5.2 -1.6
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 3.1 60 -13 7.8 +1.1
DIVL Madison Dividend Value ETF 3.1 65 -18 4.7 -2.0
NULV Nuveen ESG Large-Cap Value ETF 3.1 26 21 5.0 -1.8
VB Vanguard Small-Cap ETF 3.0 5 42 5.0 -1.8
USXF iShares ESG Advanced MSCI USA ETF 3.0 10 37 3.7 -3.1
QDF FlexShares Quality Dividend Index Fund 3.0 37 10 5.1 -1.6
VO Vanguard Mid-Cap ETF 3.0 4 43 20.3 +13.5
DEMZ Democratic Large Cap Core ETF 3.0 45 2 3.7 -3.1
CAML Congress Large Cap Growth ETF 3.0 66 -19 2.4 -4.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.0 7 40 5.1 -1.7
NUSC Nuveen ESG Small-Cap ETF 3.0 31 16 4.6 -2.1
SIZE iShares MSCI USA Size Factor ETF 2.9 15 32 5.3 -1.5
FDT First Trust Developed Markets ex-US AlphaDEX Fund 2.9 80 -33 6.9 +0.1
ISCB iShares Morningstar Small-Cap ETF 2.9 4 43 5.1 -1.7
FMDE Fidelity Enhanced Mid Cap ETF 2.9 23 24 5.1 -1.7
EUSA iShares MSCI USA Equal Weighted ETF 2.9 9 38 5.3 -1.5
SCHC Schwab International Small-Cap Equity ETF 2.9 11 36 6.6 -0.2
EFAS Global X MSCI SuperDividend EAFE ETF 2.9 57 -10 6.9 +0.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.9 18 29 5.0 -1.8
SMMD iShares Russell 2500 ETF 2.8 15 32 5.2 -1.5
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.8 17 30 4.7 -2.1
FEP First Trust Europe AlphaDEX Fund 2.8 80 -33 6.7 -0.1
FNDC Schwab Fundamental International Small Co. Index ETF 2.8 39 8 6.6 -0.1
FNK First Trust Mid Cap Value AlphaDEX Fund 2.8 70 -23 9.0 +2.3
NIXT Research Affiliates Deletions ETF 2.8 9 38 5.9 -0.9
BGIG Bahl & Gaynor Income Growth ETF 2.8 45 2 4.3 -2.5
SCHV Schwab U.S. Large-Cap Value ETF 2.8 4 43 5.4 -1.3
SAMM Strategas Macro Momentum ETF 2.8 66 -19 3.9 -2.9
IGPT Invesco AI and Next Gen Software ETF 2.8 60 -13 2.4 -4.4
MAGA Point Bridge America First ETF 2.7 72 -25 5.0 -1.8
BUYZ Franklin Disruptive Commerce ETF 2.7 50 -3 2.4 -4.4
KNCT Invesco Next Gen Connectivity ETF 2.7 40 7 2.9 -3.8
ISHP First Trust Nasdaq Retail ETF 2.7 60 -13 5.1 -1.7
QUVU Hartford Quality Value ETF 2.7 46 1 5.3 -1.5
FTC First Trust Large Cap Growth AlphaDEX Fund 2.7 59 -12 1.8 -5.0
DIM WisdomTree International MidCap Dividend Fund 2.7 58 -11 6.2 -0.6
SSPY Syntax Stratified LargeCap ETF 2.7 30 17 5.8 -0.9
VOT Vanguard Mid-Cap Growth ETF 2.7 7 40 3.0 -3.8
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.6 52 -5 4.9 -1.8
STXD Strive 1000 Dividend Growth ETF 2.6 35 12 4.2 -2.5
JEPI JPMorgan Equity Premium Income ETF 2.6 35 12 5.1 -1.7
JHDV John Hancock U.S. High Dividend ETF 2.6 34 13 5.7 -1.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.6 70 -23 2.0 -4.7
IJJ iShares S&P Mid-Cap 400 Value ETF 2.6 18 29 7.5 +0.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.6 9 38 5.0 -1.8
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.6 75 -28 1.8 -5.0
IMCG iShares Morningstar Mid-Cap Growth ETF 2.6 6 41 3.2 -3.6
EWUS iShares MSCI United Kingdom Small Cap ETF 2.6 59 -12 6.9 +0.2
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 2.6 24 23 6.8 +0.0
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 2.6 15 32 7.6 +0.8
FNX First Trust Mid Cap Core AlphaDEX Fund 2.6 60 -13 5.9 -0.8
FKU First Trust United Kingdom AlphaDEX Fund 2.6 80 -33 6.9 +0.1
BEEX BeeHive ETF 2.6 84 -37 3.6 -3.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.5 10 37 7.6 +0.9
JHMM John Hancock Multifactor Mid Cap ETF 2.5 42 5 5.2 -1.5
ASLV Allspring Special Large Value ETF 2.5 35 12 4.9 -1.9
IWD iShares Russell 1000 Value ETF 2.5 19 28 5.0 -1.8
RIET Hoya Capital High Dividend Yield ETF 2.5 50 -3 13.8 +7.0
GVUS Marketbeta Russell 1000 Value Equity ETF 2.5 12 35 5.1 -1.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.5 35 12 10.6 +3.8
DSI iShares MSCI KLD 400 Social ETF 2.5 25 22 4.0 -2.8
IUSV iShares Core S&P US Value ETF 2.5 4 43 5.7 -1.1
VONV Vanguard Russell 1000 Value ETF 2.5 7 40 5.1 -1.7
IVE iShares S&P 500 Value ETF 2.5 18 29 5.4 -1.4
EVUS iShares ESG Aware MSCI USA Value ETF 2.5 18 29 5.4 -1.4
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.5 4 43 5.5 -1.2
VOOV Vanguard S&P 500 Value ETF 2.5 7 40 5.5 -1.3
IMCB iShares Morningstar Mid-Cap ETF 2.5 4 43 5.0 -1.8
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 2.4 55 -8 8.3 +1.5
QDEF FlexShares Quality Dividend Defensive Index Fund 2.4 37 10 5.3 -1.5
SPXT ProShares S&P 500 Ex-Technology ETF 2.4 9 38 4.8 -2.0
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.4 25 22 4.0 -2.8
FCPI Fidelity Stocks for Inflation ETF 2.4 15 32 5.7 -1.0
NUMG Nuveen ESG Mid-Cap Growth ETF 2.4 31 16 1.8 -5.0
FEUZ First Trust Eurozone AlphaDEX ETF 2.4 80 -33 6.5 -0.3
BDIV AAM Brentview Dividend Growth ETF 2.3 49 -2 3.6 -3.2
SUSA iShares MSCI USA ESG Select ETF 2.3 25 22 3.9 -2.9
IMCV iShares Morningstar Mid-Cap Value ETF 2.3 6 41 6.6 -0.1
RFFC ALPS Active Equity Opportunity ETF 2.3 48 -1 3.6 -3.2
PSCF Invesco S&P SmallCap Financials ETF 2.3 29 18 7.8 +1.0
ISCG iShares Morningstar Small-Cap Growth ETF 2.3 6 41 2.6 -4.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.3 64 -17 1.2 -5.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.3 10 37 4.1 -2.6
DVND Touchstone Dividend Select ETF 2.3 67 -20 5.1 -1.7
POWA Invesco Bloomberg Pricing Power ETF 2.3 40 7 5.6 -1.2
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 2.3 80 -33 7.5 +0.7
FELV Fidelity Enhanced Large Cap Value ETF 2.3 18 29 5.2 -1.6
SAMT Strategas Macro Thematic Opportunities ETF 2.2 65 -18 2.4 -4.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.2 15 32 6.5 -0.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.2 9 38 4.1 -2.7
GLBL Pacer MSCI World Industry Advantage ETF 2.2 65 -18 3.3 -3.5
XMAG Defiance Large Cap ex-Mag 7 ETF 2.2 35 12 4.1 -2.6
CHGX AXS Change Finance ESG ETF 2.2 49 -2 4.2 -2.6
NULG Nuveen ESG Large-Cap Growth ETF 2.2 26 21 2.8 -4.0
KLMN Invesco MSCI North America Climate ETF 2.2 9 38 4.2 -2.6
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 2.1 8 39 6.3 -0.4
IWP iShares Russell Mid-Cap Growth ETF 2.1 23 24 2.9 -3.9
STXK Strive Small-Cap ETF 2.1 18 29 4.9 -1.9
VFMV Vanguard U.S. Minimum Volatility ETF 2.1 13 34 5.6 -1.2
JHSC John Hancock Multifactor Small Cap ETF 2.1 42 5 5.7 -1.1
EZM WisdomTree U.S. MidCap Fund 2.1 38 9 7.6 +0.8
SNPE Xtrackers S&P 500 ESG ETF 2.1 10 37 4.2 -2.6
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.0 19 28 4.6 -2.2
FSMD Fidelity Small-Mid Multifactor ETF 2.0 15 32 6.2 -0.5
CGDG Capital Group Dividend Growers ETF 2.0 47 0 5.0 -1.7
FEGE First Eagle Global Equity ETF 2.0 79 -32 5.8 -1.0
NULC Nuveen ESG Large-Cap ETF 2.0 21 26 3.8 -3.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.0 32 15 3.8 -3.0
GSPY Gotham Enhanced 500 ETF 2.0 50 -3 4.2 -2.5
DSPY Tema S&P 500 Historical Weight ETF 2.0 18 29 4.3 -2.5
PRXV Praxis Impact Large Cap Value ETF 2.0 36 11 5.3 -1.5
XJH iShares ESG Screened S&P Mid-Cap ETF 2.0 12 35 5.7 -1.1
MNZL Manzil Russell Halal USA Broad MarketETF 2.0 40 7 3.8 -3.0
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.0 15 32 4.1 -2.7
DVGR DAC 3D Dividend Growth ETF 2.0 65 -18 4.6 -2.2
IPAC iShares Core MSCI Pacific ETF 1.9 9 38 5.3 -1.5
VTV Vanguard Value ETF 1.9 4 43 5.6 -1.2
WOMN Impact Shares YWCA Women's Empowerment ETF 1.9 75 -28 4.6 -2.2
EQWL Invesco S&P 100 Equal Weight ETF 1.9 25 22 5.2 -1.6
CVY Invesco Zacks Multi-Asset Income ETF 1.9 106 -59 9.6 +2.8
EWS iShares MSCI Singapore ETF 1.9 50 -3 3.7 -3.1
ADIV SmartETFs Asia Pacific Dividend Builder ETF 1.9 78 -31 9.2 +2.5
USMV iShares MSCI USA Min Vol Factor ETF 1.9 15 32 5.2 -1.6
ICAP InfraCap Equity Income Fund ETF 1.9 171 -124 4.3 -2.4
DES WisdomTree U.S. SmallCap Dividend Fund 1.9 38 9 7.6 +0.8
SDY State Street SPDR S&P Dividend ETF 1.9 35 12 5.9 -0.9
DIVB iShares Core Dividend ETF 1.9 5 42 6.4 -0.4
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.9 40 7 6.4 -0.3
IWN iShares Russell 2000 Value ETF 1.9 24 23 4.4 -2.3
BEDZ AdvisorShares Hotel ETF 1.9 100 -53 4.8 -2.0
SMLF iShares U.S. SmallCap Equity Factor ETF 1.9 15 32 4.7 -2.1
YALL God Bless America ETF 1.9 65 -18 4.4 -2.4
BKSE BNY Mellon US Small Cap Core Equity ETF 1.9 4 43 14.7 +7.9
ESGV Vanguard ESG U.S. Stock ETF 1.8 9 38 4.0 -2.7
SUSL iShares ESG MSCI USA Leaders ETF 1.8 10 37 4.1 -2.7
VTWV Vanguard Russell 2000 Value ETF 1.8 10 37 4.6 -2.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.8 20 27 4.1 -2.7
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.8 40 7 2.8 -3.9
DTH WisdomTree International High Dividend Fund 1.8 58 -11 7.0 +0.3
TOPC iShares S&P 500 3% Capped ETF 1.8 15 32 4.2 -2.5
RODM Hartford Multifactor Developed Markets (ex-US) ETF 1.8 29 18 6.9 +0.1
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.8 20 27 5.8 -1.0
KLMT Invesco MSCI Global Climate 500 ETF 1.8 10 37 4.8 -2.0
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.8 10 37 4.1 -2.7
MDY SPDR S&P Midcap 400 ETF Trust 1.8 23 24 5.7 -1.1
FPX First Trust US Equity Opportunities ETF 1.8 61 -14 0.8 -6.0
USMF WisdomTree U.S. Multifactor Fund 1.8 28 19 6.4 -0.3
SIXL ETC 6 Meridian Low Beta Equity ETF 1.7 80 -33 5.7 -1.0
IWX iShares Russell Top 200 Value ETF 1.7 20 27 4.7 -2.1
VLU State Street SPDR S&P 1500 Value Tilt ETF 1.7 12 35 6.0 -0.8
IJH iShares Core S&P Mid-Cap ETF 1.7 5 42 5.9 -0.9
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.7 3 44 5.9 -0.8
AIVI WisdomTree International AI Enhanced Value Fund 1.7 58 -11 5.9 -0.9
IVOO Vanguard S&P Mid-Cap 400 ETF 1.7 7 40 5.9 -0.9
ADME Aptus Drawdown Managed Equity ETF 1.7 79 -32 3.3 -3.5
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.7 15 32 5.9 -0.9
XVV iShares ESG Screened S&P 500 ETF 1.7 8 39 4.0 -2.8
REVS Columbia Research Enhanced Value ETF 1.7 19 28 6.3 -0.5
RAFE PIMCO RAFI ESG U.S. ETF 1.7 29 18 5.9 -0.9
STXV Strive 1000 Value ETF 1.7 18 29 6.6 -0.2
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.7 20 27 5.4 -1.3
DEUS Xtrackers Russell US Multifactor ETF 1.7 17 30 6.2 -0.6
EGUS iShares ESG Aware MSCI USA Growth ETF 1.7 18 29 3.0 -3.8
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.7 60 -13 9.0 +2.2
ESGU iShares ESG Aware MSCI USA ETF 1.6 15 32 4.0 -2.7
IQDF FlexShares International Quality Dividend Index Fund 1.6 47 0 7.3 +0.5
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.6 30 17 7.3 +0.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.6 29 18 6.1 -0.7
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 1.6 32 15 5.2 -1.6
FEX First Trust Large Cap Core AlphaDEX Fund 1.6 59 -12 4.8 -2.0
SPGP Invesco S&P 500 GARP ETF 1.6 34 13 5.4 -1.3
EUDV ProShares MSCI Europe Dividend Growers ETF 1.6 55 -8 5.6 -1.2
SCHA Schwab U.S. Small-Cap ETF 1.6 4 43 4.2 -2.6
INTF iShares International Equity Factor ETF 1.6 15 32 6.3 -0.5
SPXV ProShares S&P 500 Ex-Health Care ETF 1.6 9 38 3.8 -3.0
GWX SPDR S&P International Small Cap ETF 1.6 40 7 5.9 -0.9
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.6 20 27 3.9 -2.9
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.5 8 39 4.3 -2.5
CATH Global X S&P 500 Catholic Values Custom ETF 1.5 29 18 3.9 -2.8
JOET Virtus Terranova US Quality Momentum ETF 1.5 29 18 3.7 -3.1
STOX Horizon Core Equity ETF 1.5 70 -23 3.4 -3.3
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 1.5 58 -11 9.1 +2.4
FDLO Fidelity Low Volatility Factor ETF 1.5 15 32 4.7 -2.1
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.5 12 35 3.8 -3.0
CHRI Global X S&P 500 Christian Values ETF 1.5 29 18 3.8 -2.9
FUNL CornerCap Fundametrics Large-Cap ETF 1.5 50 -3 6.4 -0.4
SPYM State Street SPDR Portfolio S&P 500 ETF 1.5 2 45 4.1 -2.7
IVV iShares Core S&P 500 ETF 1.5 3 44 4.1 -2.7
SPY SPDR S&P 500 ETF 1.5 9 38 4.0 -2.7
SFTY Horizon Managed Risk ETF 1.5 77 -30 3.4 -3.4
VPL Vanguard FTSE Pacific ETF 1.5 7 40 5.1 -1.6
IWB iShares Russell 1000 ETF 1.5 15 32 4.0 -2.7
SMOX Horizon Small/Mid Cap Core Equity ETF 1.5 75 -28 5.1 -1.7
VOO Vanguard S&P 500 ETF 1.5 3 44 4.1 -2.7
SPXE ProShares S&P 500 Ex-Energy ETF 1.5 9 38 3.9 -2.8
VONE Vanguard Russell 1000 ETF 1.5 7 40 4.1 -2.7
PFM Invesco Dividend Achievers ETF 1.5 53 -6 4.5 -2.2
IYY iShares Dow Jones U.S. ETF 1.5 20 27 4.0 -2.8
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.5 20 27 4.2 -2.6
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.5 3 44 4.2 -2.5
IWV iShares Russell 3000 ETF 1.5 20 27 3.9 -2.9
HAPI Harbor Human Capital Factor US Large Cap ETF 1.5 36 11 4.0 -2.8
MTUM iShares MSCI USA Momentum Factor ETF 1.5 15 32 2.3 -4.4
VTI Vanguard Total Stock Market ETF 1.5 3 44 4.0 -2.8
VTHR Vanguard Russell 3000 ETF 1.5 7 40 4.0 -2.8
SCHB Schwab U.S. Broad Market ETF 1.5 3 44 4.1 -2.7
LRGC AB US Large Cap Strategic Equities ETF 1.5 48 -1 3.7 -3.1
FDMO Fidelity Momentum Factor ETF 1.5 15 32 2.4 -4.3
SCHX Schwab U.S. Large-Cap ETF 1.5 3 44 4.2 -2.6
GOP Unusual Whales Subversive Republican Trading ETF 1.5 50 -3 4.1 -2.7
DGT State Street SPDR Global Dow ETF 1.5 50 -3 5.5 -1.3
SCHK Schwab 1000 Index ETF 1.5 5 42 4.1 -2.6
MDLV Morgan Dempsey Large Cap Value ETF 1.5 58 -11 5.8 -1.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.5 3 44 4.0 -2.8
TEXN iShares Texas Equity ETF 1.4 20 27 5.1 -1.7
PRF Invesco FTSE RAFI US 1000 ETF 1.4 34 13 5.4 -1.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.4 7 40 4.3 -2.5
ETHO Etho Climate Leadership U.S. ETF 1.4 47 0 3.9 -2.9
STXG Strive 1000 Growth ETF 1.4 18 29 3.2 -3.6
JHML John Hancock Multifactor Large Cap ETF 1.4 29 18 4.3 -2.4
HGRO Hedgeye Quality Growth ETF 1.4 70 -23 3.4 -3.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.4 75 -28 3.1 -3.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.4 24 23 5.7 -1.1
RAUS RACWI US ETF 1.4 15 32 4.0 -2.7
YLDE ClearBridge Dividend Strategy ESG ETF 1.4 60 -13 5.1 -1.7
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.4 25 22 4.7 -2.1
CGUS Capital Group Core Equity ETF 1.4 33 14 3.4 -3.4
EWK iShares MSCI Belgium ETF 1.4 50 -3 3.8 -2.9
FDWM Fidelity Women's Leadership ETF 1.4 59 -12 3.9 -2.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.4 11 36 4.0 -2.7
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.4 50 -3 5.5 -1.3
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.4 50 -3 7.8 +1.1
FQAL Fidelity Quality Factor ETF 1.4 15 32 4.7 -2.1
XJR iShares ESG Screened S&P Small-Cap ETF 1.4 12 35 5.7 -1.1
EWQ iShares MSCI France ETF 1.4 53 -6 6.3 -0.5
MGK Vanguard Mega Cap Growth ETF 1.4 7 40 17.1 +10.3
ILCG iShares Morningstar Growth ETF 1.4 4 43 3.1 -3.7
JQUA JPMorgan U.S. Quality Factor ETF 1.4 12 35 4.7 -2.0
YOKE Yoke Core ETF 1.3 42 5 3.6 -3.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.3 9 38 3.4 -3.3
FAB First Trust Multi Cap Value AlphaDEX Fund 1.3 67 -20 8.1 +1.3
FLQL Franklin LibertyQ U.S. Equity ETF 1.3 15 32 4.5 -2.3
ILCB iShares Morningstar U.S. Equity ETF 1.3 3 44 4.0 -2.8
ENHU iShares Enhanced Large Cap Core Active ETF 1.3 22 25 4.0 -2.8
DMXF iShares ESG Advanced MSCI EAFE ETF 1.3 12 35 4.8 -2.0
FVAL Fidelity Value Factor ETF 1.3 15 32 5.7 -1.1
GXLC Global X U.S. 500 ETF 1.3 2 45 4.0 -2.8
JGLO JPMorgan Global Select Equity ETF 1.3 33 14 4.1 -2.6
VV Vanguard Large-Cap ETF 1.3 4 43 4.0 -2.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.3 14 33 4.0 -2.7
PBUS Invesco MSCI USA ETF 1.3 4 43 4.1 -2.7
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 1.3 12 35 3.2 -3.6
JHID John Hancock International High Dividend ETF 1.3 46 1 7.6 +0.9
RSSL Global X Russell 2000 ETF 1.3 8 39 2.5 -4.2
ILCV iShares Morningstar Value ETF 1.3 4 43 5.1 -1.7
FNDB Schwab Fundamental US Broad Market Index ETF 1.3 25 22 5.9 -0.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.3 2 45 4.1 -2.7
BKLC BNY Mellon US Large Cap Core Equity ETF 1.3 0 47 12.2 +5.4
XDAT Franklin Exponential Data ETF 1.3 50 -3 1.1 -5.7
TOV JLens 500 Jewish Advocacy U.S. ETF 1.3 18 29 3.8 -2.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.3 7 40 4.0 -2.8
VOTE TCW Transform 500 ETF 1.2 5 42 4.0 -2.8
ACVF American Conservative Values ETF 1.2 75 -28 3.6 -3.2
ISMD Inspire Small/Mid Cap ETF 1.2 54 -7 4.6 -2.2
TOK iShares MSCI Kokusai ETF 1.2 26 21 4.2 -2.6
IJT iShares S&P Small-Cap 600 Growth ETF 1.2 18 29 3.4 -3.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.2 10 37 3.4 -3.4
VT Vanguard Total World Stock ETF 1.2 6 41 4.9 -1.9
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.2 15 32 3.4 -3.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.2 20 27 4.6 -2.2
QLC FlexShares US Quality Large Cap Index Fund 1.2 25 22 4.4 -2.4
XSLV Invesco S&P SmallCap Low Volatility ETF 1.2 25 22 6.9 +0.1
IJR iShares Core S&P Small Cap ETF 1.2 6 41 5.9 -0.9
GDIV Harbor Dividend Growth Leaders ETF 1.2 50 -3 3.9 -2.9
PDP Invesco Dorsey Wright Momentum ETF 1.2 62 -15 1.5 -5.2
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.2 3 44 5.9 -0.8
VIOO Vanguard S&P Small-Cap 600 ETF 1.2 7 40 5.7 -1.0
KOKU Xtrackers MSCI Kokusai Equity ETF 1.2 9 38 4.3 -2.5
FSST Fidelity Sustainable U.S. Equity ETF 1.2 59 -12 3.6 -3.2
QUAL iShares MSCI USA Quality Factor ETF 1.2 15 32 4.3 -2.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.2 45 2 3.6 -3.2
NACP Impact Shares NAACP Minority Empowerment ETF 1.2 49 -2 3.6 -3.2
RVRB Reverb ETF 1.2 30 17 3.6 -3.1
SNPG Xtrackers S&P 500 Growth ESG ETF 1.2 15 32 3.9 -2.9
ASEA Global X FTSE Southeast Asia ETF 1.2 65 -18 5.1 -1.7
SFY SoFi Select 500 ETF 1.2 0 47 3.7 -3.1
URTH iShares MSCI World ETF 1.2 24 23 4.2 -2.6
LOWV AB US Low Volatility Equity ETF 1.2 48 -1 4.2 -2.6
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.1 15 32 8.4 +1.7
IEFA iShares Core MSCI EAFE ETF 1.1 7 40 5.9 -0.9
IJS iShares S&P Small-Cap 600 Value ETF 1.1 18 29 8.3 +1.6
MCDS JPMorgan Fundamental Data Science Mid Core ETF 1.1 35 12 4.6 -2.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.1 10 37 8.4 +1.6
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.1 60 -13 4.8 -1.9
FNDX Schwab Fundamental US Large Co. Index ETF 1.1 25 22 5.9 -0.8
PY Principal Value ETF 1.1 15 32 6.8 -0.0
RECS Columbia Research Enhanced Core ETF 1.1 15 32 5.2 -1.6
FFND Future Fund Active ETF 1.1 100 -53 4.2 -2.6
HDUS Hartford Disciplined US Equity ETF 1.1 19 28 4.6 -2.2
RFDI First Trust Riverfront Dynamic Developed International ETF 1.1 83 -36 7.3 +0.5
QVML Invesco S&P 500 QVM Multi-factor ETF 1.1 11 36 4.2 -2.6
IQSI IQ Candriam International Equity ETF 1.1 15 32 5.4 -1.3
LVHI Franklin International Low Volatility High Dividend Index ET 1.1 40 7 7.3 +0.5
JMOM JPMorgan U.S. Momentum Factor ETF 1.1 12 35 3.2 -3.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.1 30 17 3.6 -3.1
WTV WisdomTree US Value ETF 1.1 12 35 7.5 +0.7
PRAY FIS Christian Stock Fund 1.1 69 -22 3.9 -2.9
VXF Vanguard Extended Market ETF 1.1 5 42 3.6 -3.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.1 15 32 5.8 -1.0
FDRR Fidelity Dividend ETF for Rising Rates 1.1 15 32 5.5 -1.3
SRET Global X SuperDividend REIT ETF 1.1 59 -12 12.5 +5.7
LRGF iShares U.S. Equity Factor ETF 1.1 8 39 4.5 -2.3
NETL NETLease Corporate Real Estate ETF 1.1 60 -13 7.3 +0.5
IDEV iShares Core MSCI International Developed Markets ETF 1.0 4 43 5.8 -0.9
DTEC ALPS Disruptive Technologies ETF 1.0 50 -3 3.4 -3.4
CGDV Capital Group Dividend Value ETF 1.0 33 14 3.6 -3.1
SNPV Xtrackers S&P 500 Value ESG ETF 1.0 15 32 5.3 -1.4
VBK Vanguard Small-Cap Growth ETF 1.0 7 40 1.2 -5.5
EFV iShares MSCI EAFE Value ETF 1.0 34 13 7.2 +0.5
ACWI iShares MSCI ACWI ETF 1.0 32 15 4.5 -2.2
MGV Vanguard Mega Cap Value ETF 1.0 7 40 5.2 -1.6
AIPO Defiance AI & Power Infrastructure ETF 1.0 69 -22 0.8 -6.0
AFMC First Trust Active Factor Mid Cap ETF 1.0 65 -18 6.7 -0.1
QUS State Street SPDR MSCI USA StrategicFactors ETF 1.0 15 32 4.9 -1.9
VEA Vanguard FTSE Developed Markets ETF 1.0 3 44 5.8 -1.0
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -28 5.6 -1.2
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.0 49 -2 7.6 +0.8
IWM iShares Russell 2000 ETF 1.0 19 28 2.5 -4.3
MGC Vanguard Mega Cap ETF 1.0 7 40 3.8 -3.0
GVAL Cambria Global Value ETF 1.0 68 -21 8.3 +1.6
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.0 39 8 3.3 -3.4
FTCE First Trust New Constructs Core Earnings Leaders ETF 1.0 60 -13 4.5 -2.3
APUE ActivePassive U.S. Equity ETF 1.0 45 2 3.8 -3.0
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.0 30 17 3.9 -2.8
IMFL Invesco International Developed Dynamic Multifactor ETF 1.0 34 13 5.1 -1.7
PRXG Praxis Impact Large Cap Growth ETF 0.9 36 11 3.1 -3.7
TMDV ProShares Russell US Dividend Growers ETF 0.9 35 12 5.9 -0.9
VSGX Vanguard ESG International Stock ETF 0.9 10 37 6.4 -0.3
TMFC Motley Fool 100 Index ETF 0.9 50 -3 2.9 -3.9
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.9 80 -33 9.2 +2.4
SPMO Invesco S&P 500 Momentum ETF 0.9 13 34 2.9 -3.9
FIDI Fidelity International High Dividend ETF 0.9 18 29 6.9 +0.2
IWL iShares Russell Top 200 ETF 0.9 15 32 3.8 -3.0
RPG Invesco S&P 500 Pure Growth ETF 0.9 35 12 2.6 -4.2
HFXI IQ FTSE International Equity Currency Neutral ETF 0.9 20 27 5.5 -1.3
AFLG First Trust Active Factor Large Cap ETF 0.9 55 -8 4.8 -1.9
SPDW SPDR Portfolio Developed World ex-US ETF 0.9 3 44 5.7 -1.1
QLV FlexShares US Quality Low Volatility Index Fund 0.9 22 25 4.9 -1.9
RFV Invesco S&P Midcap 400 Pure Value ETF 0.9 35 12 10.5 +3.7
FFLC Fidelity Fundamental Large Cap Core ETF 0.9 38 9 3.7 -3.0
DLS WisdomTree International SmallCap Dividend Fund 0.9 58 -11 7.3 +0.5
BGDV Bahl & Gaynor Dividend ETF 0.9 45 2 3.8 -3.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.9 10 37 4.1 -2.7
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.9 15 32 4.0 -2.7
IJK iShares S&P Mid-Cap 400 Growth ETF 0.9 17 30 4.0 -2.8
VTWO Vanguard Russell 2000 ETF 0.9 7 40 2.6 -4.2
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 0.9 5 42 7.2 +0.5
VUG Vanguard Growth ETF 0.8 4 43 20.3 +13.6
JVAL JPMorgan U.S. Value Factor ETF 0.8 12 35 6.5 -0.3
FLJH Franklin FTSE Japan Hedged ETF 0.8 9 38 5.0 -1.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.8 9 38 4.7 -2.0
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -28 4.5 -2.2
BLCV iShares Large Cap Value Active ETF 0.8 53 -6 5.8 -1.0
FLJP Franklin FTSE Japan ETF 0.8 9 38 5.2 -1.6
CVAR Cultivar ETF 0.8 87 -40 6.7 -0.0
FYC First Trust Small Cap Growth AlphaDEX Fund 0.8 71 -24 -0.6 -7.4
ESGD iShares ESG Aware MSCI EAFE ETF 0.8 20 27 5.6 -1.2
FLGB Franklin FTSE United Kingdom ETF 0.8 9 38 6.5 -0.2
GLOF iShares Global Equity Factor ETF 0.8 20 27 5.4 -1.4
ZECP Zacks Earnings Consistent Portfolio ETF 0.8 55 -8 4.0 -2.8
FESM Fidelity Enhanced Small Cap ETF 0.8 28 19 2.1 -4.7
VXUS Vanguard Total International Stock ETF 0.8 5 42 6.5 -0.3
SCHF Schwab International Equity ETF 0.8 6 41 5.8 -1.0
BKCI BNY Mellon Concentrated International ETF 0.8 80 -33 4.7 -2.1
MFMO Motley Fool Momentum Factor ETF 0.8 50 -3 2.0 -4.8
JPEF JPMorgan Equity Focus ETF 0.8 50 -3 3.7 -3.1
IXUS iShares Core MSCI Total International Stock ETF 0.7 7 40 6.4 -0.3
RPV Invesco S&P 500 Pure Value ETF 0.7 35 12 8.4 +1.6
RAYD Rayliant Quantitative Developed Market Equity ETF 0.7 80 -33 3.5 -3.3
TMFS Motley Fool Small-Cap Growth ETF 0.7 85 -38 1.1 -5.7
VLUE iShares MSCI USA Value Factor ETF 0.7 15 32 6.1 -0.7
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.7 20 27 5.4 -1.4
VGK Vanguard FTSE Europe ETF 0.7 6 41 6.3 -0.4
EWU iShares MSCI United Kingdom ETF 0.7 50 -3 7.0 +0.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.7 39 8 6.1 -0.7
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.7 39 8 6.8 +0.0
DWM WisdomTree International Equity Fund 0.7 48 -1 5.4 -1.4
IEUR iShares Core MSCI Europe ETF 0.7 11 36 6.2 -0.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.7 9 38 4.2 -2.5
IUSG iShares Core S&P U.S. Growth ETF 0.7 4 43 3.0 -3.7
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.7 4 43 3.0 -3.8
VOOG Vanguard S&P 500 Growth ETF 0.7 7 40 18.2 +11.4
GSID Goldman Sachs MarketBeta International Equity ETF 0.7 20 27 5.6 -1.1
IVW iShares S&P 500 Growth ETF 0.7 18 29 2.9 -3.9
VSLU Applied Finance Valuation Large Cap ETF 0.7 49 -2 4.8 -2.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.7 60 -13 6.5 -0.3
EFA iShares MSCI EAFE ETF 0.7 35 12 5.5 -1.2
BKIE BNY Mellon International Equity ETF 0.7 4 43 17.4 +10.6
ESGG FlexShares STOXX Global ESG Select Index Fund 0.7 42 5 3.9 -2.9
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.7 25 22 7.2 +0.5
HEFA iShares Currency Hedged MSCI EAFE ETF 0.7 35 12 5.5 -1.2
SPEU SPDR Portfolio Europe ETF 0.7 7 40 6.3 -0.5
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.7 40 7 5.5 -1.2
HLAL Wahed FTSE USA Shariah ETF 0.7 50 -3 3.5 -3.2
QWLD SPDR MSCI World StrategicFactors ETF 0.7 30 17 5.0 -1.8
SGLC SGI U.S. Large Cap Core ETF 0.6 85 -38 3.5 -3.3
EPS WisdomTree U.S. LargeCap Fund 0.6 8 39 4.6 -2.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.6 29 18 5.4 -1.3
VEU Vanguard FTSE All-World ex-US Index Fund 0.6 4 43 6.5 -0.2
GINN Goldman Sachs Innovate Equity ETF 0.6 52 -5 3.6 -3.2
CGGR Capital Group Growth ETF 0.6 39 8 2.6 -4.2
FIVA Fidelity International Value Factor ETF 0.6 18 29 7.0 +0.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.6 39 8 2.1 -4.7
JPSV JPMorgan Active Small Cap Value ETF 0.6 74 -27 6.8 +0.0
FYX First Trust Small Cap Core AlphaDEX Fund 0.6 61 -14 4.9 -1.9
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.6 25 22 10.2 +3.4
WWJD Inspire International ETF 0.6 80 -33 6.1 -0.6
AIEQ AI Powered Equity ETF 0.6 75 -28 3.6 -3.2
FELC Fidelity Enhanced Large Cap Core ETF 0.6 18 29 4.2 -2.6
HAPS Harbor Human Capital Factor US Small Cap ETF 0.6 60 -13 3.1 -3.7
EFAV iShares MSCI EAFE Min Vol Factor ETF 0.6 22 25 5.6 -1.2
FRGN Horizon International Equity ETF 0.6 75 -28 7.7 +1.0
FBCG Fidelity Blue Chip Growth ETF 0.6 59 -12 2.2 -4.6
RWL Invesco S&P 500 Revenue ETF 0.6 39 8 5.5 -1.3
PSC Principal U.S. Small-Cap ETF 0.6 38 9 3.4 -3.3
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.6 36 11 5.1 -1.7
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.5 58 -11 8.5 +1.7
DEM WisdomTree Emerging Markets High Dividend Fund 0.5 63 -16 10.2 +3.4
ROUS Hartford Multifactor US Equity ETF 0.5 19 28 5.2 -1.5
IQLT iShares MSCI Intl Quality Factor ETF 0.5 30 17 5.3 -1.5
EES WisdomTree U.S. SmallCap Fund 0.5 38 9 7.3 +0.5
FTA First Trust Large Cap Value AlphaDEX Fund 0.5 59 -12 7.2 +0.5
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -32 3.9 -2.9
ACWV iShares MSCI Global Min Vol Factor ETF 0.5 20 27 5.6 -1.2
FENI Fidelity Enhanced International ETF 0.5 28 19 5.6 -1.2
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.5 45 2 6.6 -0.2
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.5 45 2 5.3 -1.5
SIXS ETC 6 Meridian Small Cap Equity ETF 0.5 89 -42 7.3 +0.6
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.5 20 27 3.7 -3.1
NUDM Nuveen ESG International Developed Markets Equity ETF 0.5 31 16 5.2 -1.5
DHS WisdomTree U.S. High Dividend Fund 0.5 38 9 7.8 +1.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.5 60 -13 5.9 -0.8
FLN First Trust Latin America AlphaDEX Fund 0.5 80 -33 9.9 +3.1
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 0.5 90 -43 3.6 -3.1
EDIV SPDR S&P Emerging Markets Dividend ETF 0.5 49 -2 8.8 +2.1
FLMX Franklin FTSE Mexico ETF 0.5 19 28 8.7 +2.0
FLLA Franklin FTSE Latin America ETF 0.5 19 28 10.6 +3.8
EWW iShares MSCI Mexico ETF 0.5 50 -3 8.3 +1.5
DFE WisdomTree Europe SmallCap Dividend Fund 0.4 58 -11 7.5 +0.7
IETC iShares U.S. Tech Independence Focused ETF 0.4 18 29 3.0 -3.7
SCHG Schwab U.S. Large-Cap Growth ETF 0.4 4 43 3.3 -3.5
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.4 25 22 5.9 -0.8
FYT First Trust Small Cap Value AlphaDEX Fund 0.4 73 -26 8.9 +2.2
ACWX iShares MSCI ACWI ex U.S. ETF 0.4 34 13 6.2 -0.6
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.4 18 29 6.2 -0.6
XMVM Invesco S&P MidCap Value with Momentum ETF 0.4 39 8 6.9 +0.2
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.4 30 17 5.9 -0.9
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.4 20 27 5.5 -1.3
UMMA Wahed Dow Jones Islamic World ETF 0.4 65 -18 3.5 -3.2
RWK Invesco S&P MidCap 400 Revenue ETF 0.4 39 8 7.3 +0.6
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.4 12 35 3.5 -3.3
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.4 39 8 6.7 -0.0
TMFX Motley Fool Next Index ETF 0.4 50 -3 2.8 -4.0
VONG Vanguard Russell 1000 Growth ETF 0.4 7 40 3.7 -3.1
IWF iShares Russell 1000 Growth ETF 0.4 19 28 14.7 +7.9
EZU iShares MSCI Eurozone ETF 0.4 52 -5 5.4 -1.4
HEZU iShares Currency Hedged MSCI Eurozone ETF 0.4 53 -6 5.2 -1.5
DAK Dakota Active Equity ETF 0.4 43 4 3.6 -3.1
EFG iShares MSCI EAFE Growth ETF 0.4 36 11 3.7 -3.1
JHMD John Hancock Multifactor Developed International ETF 0.4 39 8 6.0 -0.8
FLEE Franklin FTSE Europe ETF 0.4 9 38 6.1 -0.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.4 25 22 5.4 -1.4
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.4 35 12 5.4 -1.3
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.4 70 -23 6.6 -0.2
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.4 14 33 5.1 -1.6
WLDR Affinity World Leaders Equity ETF 0.4 67 -20 5.5 -1.3
ROSC Hartford Multifactor Small Cap ETF 0.4 34 13 6.7 -0.1
IEV iShares Europe ETF 0.3 67 -20 5.7 -1.1
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 26 2.9 -3.9
OEF iShares S&P 100 ETF 0.3 20 27 3.7 -3.1
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.3 41 6 5.8 -1.0
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.3 40 7 3.4 -3.3
GEW Cambria Global EW ETF 0.3 29 18 5.2 -1.6
UEVM VictoryShares Emerging Markets Value Momentum ETF 0.3 45 2 9.4 +2.7
EELV Invesco S&P Emerging Markets Low Volatility ETF 0.3 29 18 8.7 +1.9
CWI SPDR MSCI ACWI ex-US ETF 0.3 30 17 6.3 -0.5
WSGE Warren Street Global Equity ETF 0.3 80 -33 2.8 -4.0
ENZL iShares MSCI New Zealand ETF 0.3 50 -3 3.6 -3.2
FDD First Trust Stoxx European Select Dividend Index Fund 0.3 58 -11 9.3 +2.5
OPTZ Optimize Strategy Index ETF 0.3 50 -3 3.3 -3.5
JIVE JPMorgan International Value ETF 0.3 55 -8 7.9 +1.1
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.3 43 4 4.6 -2.1
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.3 25 22 6.1 -0.6
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.3 65 -18 4.6 -2.2
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.3 32 15 4.7 -2.0
AFK VanEck Africa Index ETF 0.3 98 -51 11.2 +4.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.3 30 17 3.7 -3.1
SVAL iShares US Small Cap Value Factor ETF 0.3 20 27 6.7 -0.1
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 0.2 44 3 9.3 +2.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.2 19 28 4.9 -1.9
AUSF Global X Adaptive U.S. Factor ETF 0.2 27 20 7.8 +1.0
INRO iShares U.S. Industry Rotation Active ETF 0.2 42 5 3.4 -3.3
EWJV iShares MSCI Japan Value ETF 0.2 15 32 6.7 -0.1
FLAX Franklin FTSE Asia Ex Japan ETF 0.2 19 28 7.1 +0.3
EWX SPDR S&P Emerging Markets Small Cap ETF 0.2 65 -18 6.7 -0.0
FEOE First Eagle Overseas Equity ETF 0.2 79 -32 5.9 -0.9
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.2 46 1 5.2 -1.6
JIRE JPMorgan International Research Enhanced Equity ETF 0.2 24 23 5.6 -1.2
IEDI iShares U.S. Consumer Focused ETF 0.2 18 29 5.2 -1.6
IVLU iShares MSCI Intl Value Factor ETF 0.2 30 17 7.8 +1.0
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.2 35 12 5.6 -1.2
XC WisdomTree Emerging Markets Ex-China Fund 0.2 32 15 6.3 -0.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.2 38 9 4.9 -1.9
IUS Invesco RAFI Strategic US ETF 0.2 19 28 5.3 -1.5
BBJP JPMorgan BetaBuilders Japan ETF 0.2 19 28 5.2 -1.6
IOO iShares Global 100 ETF 0.2 41 6 3.7 -3.1
STXI Strive International Developed Markets ETF 0.2 29 18 6.3 -0.5
IWY iShares Russell Top 200 Growth ETF 0.2 20 27 3.7 -3.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.2 29 18 3.9 -2.9
USEW Cambria US EW ETF 0.2 30 17 4.0 -2.8
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.2 35 12 6.1 -0.7
RNEM First Trust Emerging Markets Equity Select ETF 0.2 75 -28 7.7 +1.0
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.2 70 -23 6.9 +0.1
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.2 25 22 5.3 -1.5
QGRO American Century U.S. Quality Growth ETF 0.2 29 18 3.9 -2.9
EWJ iShares MSCI Japan ETF 0.1 50 -3 4.7 -2.0
HEWJ iShares Currency Hedged MSCI Japan ETF 0.1 50 -3 5.3 -1.5
BBEU JPMorgan BetaBuilders Europe ETF 0.1 9 38 6.0 -0.8
XCNY SPDR S&P Emerging Markets ex-China ETF 0.1 15 32 5.6 -1.2
IWO iShares Russell 2000 Growth ETF 0.1 24 23 0.5 -6.3
VEXC Vanguard Emerging Markets Ex-China ETF 0.1 7 40 5.6 -1.1
EEMO Invesco S&P Emerging Markets Momentum ETF 0.1 29 18 6.8 0.0
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.1 47 0 4.6 -2.2
IDMO Invesco S&P International Developed Momentum ETF 0.1 25 22 5.0 -1.8
LDEM iShares ESG MSCI EM Leaders ETF 0.1 17 30 12.5 +5.8
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.1 30 17 13.1 +6.3
SDIV Global X Superdividend ETF 0.1 58 -11 13.6 +6.9
VWO Vanguard FTSE Emerging Markets ETF 0.1 7 40 9.0 +2.3
VTWG Vanguard Russell 2000 Growth ETF 0.1 10 37 0.6 -6.2
DOL WisdomTree International LargeCap Dividend Fund 0.1 48 -1 5.4 -1.3
EMXF iShares ESG Advanced MSCI EM ETF 0.1 16 31 6.6 -0.2
VUSE Vident U.S. Equity Strategy ETF 0.1 50 -3 3.6 -3.2
PXH Invesco FTSE RAFI Emerging Markets ETF 0.1 49 -2 13.1 +6.3
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 22 7.2 +0.4
SCHE Schwab Emerging Markets Equity ETF 0.1 11 36 9.3 +2.5
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 38 8.2 +1.4
EWN iShares MSCI Netherlands ETF 0.1 50 -3 4.4 -2.4
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.1 15 32 8.8 +2.0
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.1 59 -12 8.5 +1.7
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 40 9.4 +2.6
EIRL iShares MSCI Ireland ETF 0.1 50 -3 6.9 +0.1
EMXC iShares MSCI Emerging Markets ex China ETF 0.0 25 22 5.1 -1.7
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.0 30 17 7.9 +1.1
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 0.0 69 -22 7.6 +0.8
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.0 32 15 7.5 +0.7
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.0 36 11 7.5 +0.8
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 -19 7.3 +0.5
EEM iShares MSCI Emerging Markets ETF 0.0 69 -22 7.8 +1.0
BKEM BNY Mellon Emerging Markets Equity ETF 0.0 11 36 24.0 +17.3
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.0 50 -3 8.2 +1.4
PKW Invesco Buyback Achievers ETF 0.0 62 -15 6.9 +0.1
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.0 42 5 4.0 -2.8
EBI Longview Advantage ETF 0.0 35 12 5.7 -1.1

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:		 Vert Global Sustainable Real Estate ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

OVERWEIGHT
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 12.4 %
Divided by: Fwd. P/BV 1.7 x
Less: Expense ratio 47 bp
Equals: ALTAR Score 6.8 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

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

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

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

 

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