WisdomTree New Economy Real Estate Fund
ALTAR
Score™		 -0.3% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 197.2x P/Sales
ratio		 24.4x
P/BV
ratio		 8.2x Div.
yield		 0.4%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
WTRE tracks a tier-weighted index of global real estate companies that have direct and/or indirect exposure to technology, sciences, or e-commerce. Holdings are selected based on a proprietary technology score and a leverage screening.

FUND BASICS
Category Global Equities
Fund Sponsor WisdomTree
Website www.wisdomtree.com/etfs/equity/wtre
Inception date Jun 05, 2007
Assets (mns) $17
Currency USD
Expense ratio 58 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 61
Wgt avg mkt cap (mns) $144,892
Large cap (>$10bn) 96.1%
Mid cap ($2-10bn) 3.2%
Small cap (<$2bn) 0.7%
Developed mkts 99.9%
Emerging mkts 0.2%

TOP TEN HOLDINGS
PROLOGIS INC 7.4 %
EQUINIX INC 7.0 %
DIGITAL REALTY TRUST INC 6.4 %
GOODMAN GROUP 5.6 %
IRON MOUNTAIN INC 5.5 %
CROWN CASTLE INTL CORP 5.0 %
AMERICAN TOWER CORP-CL A 4.9 %
AST SPACEMOBILE, INC. CLASS A 4.0 %
SBA COMMUNICATIONS CORP. CLASS A 3.9 %
CELLNEX TELECOM S.A. 3.8 %
Total 53.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 72.2 %
AUSTRALIA 9.3 %
SINGAPORE 6.1 %
BRITAIN 5.1 %
JAPAN 4.2 %
SPAIN 3.8 %
BELGIUM 1.8 %
CANADA 1.8 %
ITALY 1.4 %
LUXEMBOURG 0.6 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
24.9% 51.2% 2.2% 4.2% 1.5%

Market Correlations
versus... Beta R-squared
S&P500 1.14 43%
MSCI EAFE 0.87 41%
MSCI Emg. Mkts. 0.66 41%

Technical Indicators
Recent close $25.63
30d moving avg. $25.49
Annualized volatility 19.5%
Short interest (ETF) 0.1%
Relative strength (RSI) 55

Liquidity measures
Avg. volume (thou.) 3
Turnover 0.5%
Bid/Ask (% of price) 0.37%
ADV underlying (mns) $456

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 707 potential alternatives to the WisdomTree New Economy Real Estate Fund ETF based on the alternatives' overlap in portfolio holdings with WTRE. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: WTRE Expense: 58 bp ALTAR Score™: -0.3%


ALTERNATIVE ETFs BASED ON OVERLAP WITH WTRE
Ticker Fund
Name		 Overlap1
vs WTRE
(%)		 Expense
ratio
(bp)		 Savings
vs WTRE
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs WTRE
(%)
REAI Intelligent Real Estate ETF 44.0 59 -1 5.6 +5.9
SRVR Pacer Data & Infrastructure Real Estate ETF 42.1 55 3 3.7 +4.1
XLRE Real Estate Select Sector SPDR 36.5 8 50 7.0 +7.3
VGSR Vert Global Sustainable Real Estate ETF 36.4 47 11 7.0 +7.3
PSR Invesco Active U.S. Real Estate Fund 35.5 35 23 6.9 +7.2
BYRE Principal Real Estate Active Opportunities ETF 35.3 65 -7 6.9 +7.2
ICF iShares Cohen & Steers REIT ETF 35.1 33 25 7.0 +7.3
JPRE JPMorgan Realty Income ETF 34.8 50 8 6.8 +7.1
AVRE Avantis Real Estate ETF 34.2 17 41 6.8 +7.1
DFGR Dimensional Global Real Estate ETF 34.0 22 36 7.0 +7.3
DFAR Dimensional US Real Estate ETF 33.1 19 39 7.1 +7.4
VNQ Vanguard Real Estate ETF 32.7 13 45 6.7 +7.0
SCHH Schwab U.S. REIT ETF 32.2 7 51 7.1 +7.4
IYR iShares U.S. Real Estate ETF 32.0 40 18 6.8 +7.1
DTCR Global X Data Center & Digital Infrastructure ETF 31.7 50 8 3.2 +3.5
FPRO Fidelity Real Estate Investment ETF 31.5 59 -1 6.0 +6.3
FREL Fidelity MSCI Real Estate Index ETF 31.2 8 50 6.9 +7.2
REET iShares Global REIT ETF 28.2 14 44 7.0 +7.3
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 26.9 41 17 4.0 +4.4
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 26.2 40 18 7.4 +7.7
INDS Pacer Industrial Real Estate ETF 25.9 55 3 6.2 +6.5
USRT iShares Core U.S. REIT ETF 25.7 8 50 6.9 +7.2
RWO SPDR Dow Jones Global Real Estate ETF 24.6 50 8 6.3 +6.6
FRI First Trust S&P REIT Index Fund 23.9 50 8 6.4 +6.7
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 23.7 11 47 7.0 +7.3
SPRE SP Funds S&P Global REIT Sharia ETF 23.1 55 3 5.3 +5.6
ERET iShares Environmentally Aware Real Estate ETF 22.7 30 28 6.9 +7.2
JRE Janus Henderson U.S. Real Estate ETF 22.0 65 -7 5.8 +6.1
RWR State Street SPDR Dow Jones REIT ETF 21.9 25 33 6.6 +6.9
IVRA Invesco Real Assets ESG ETF 21.0 59 -1 6.2 +6.6
PPTY US Diversified Real Estate ETF 20.1 53 5 7.4 +7.7
RITA ETFB Green SRI REITs ETF 19.6 50 8 5.5 +5.9
GQRE FlexShares Global Quality Real Estate Index Fund 16.8 45 13 7.3 +7.6
IFGL iShares International Developed Real Estate ETF 15.9 48 10 7.5 +7.8
IQRA IQ CBRE Real Assets ETF 14.7 65 -7 5.9 +6.2
DAPP VanEck Digital Transformation ETF 14.0 50 8 0.0 +0.3
WGMI Valkyrie Bitcoin Miners ETF 14.0 75 -17 -2.5 -2.2
MNRS Grayscale Bitcoin Miners ETF 14.0 59 -1 -2.0 -1.7
BKCH Global X Blockchain ETF 14.0 50 8 -2.8 -2.5
IBLC iShares Blockchain and Tech ETF 14.0 47 11 -1.2 -0.9
RWX SPDR Dow Jones International Real Estate ETF 13.2 59 -1 7.4 +7.7
BWEB Bitwise Web3 ETF 12.8 85 -27 -0.1 +0.2
RDOG ALPS REIT Dividend Dogs ETF 11.8 35 23 11.6 +11.9
BITQ Bitwise Crypto Industry Innovators ETF 11.8 85 -27 -2.1 -1.8
SATO Invesco Alerian Galaxy Crypto Economy ETF 11.7 61 -3 -0.7 -0.4
SIXG Defiance Connective Technologies ETF 11.3 30 28 2.8 +3.1
BLOK Amplify Transformational Data Sharing ETF 11.3 75 -17 -0.1 +0.2
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 11.2 10 48 8.6 +9.0
SPRX Spear Alpha ETF 10.8 75 -17 -0.8 -0.5
VNQI Vanguard Global ex-U.S. Real Estate ETF 10.7 12 46 8.8 +9.1
BUZZ VanEck Social Sentiment ETF 10.3 75 -17 -0.7 -0.3
FDIG Fidelity Crypto Industry and Digital Payments ETF 10.3 39 19 -1.2 -0.9
UFO Procure Space ETF 10.0 75 -17 -0.1 +0.3
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 9.0 61 -3 1.5 +1.8
TCAI Tortoise AI Infrastructure ETF 9.0 65 -7 1.2 +1.5
XTL State Street SPDR S&P Telecom ETF 8.5 35 23 1.6 +1.9
PABU iShares Paris-Aligned Climate MSCI USA ETF 8.5 10 48 3.6 +3.9
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 8.5 85 -27 0.0 +0.3
TMFG Motley Fool Global Opportunities ETF 8.3 85 -27 3.7 +4.1
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 8.3 46 12 5.0 +5.4
FCLD Fidelity Cloud Computing ETF 7.9 39 19 3.0 +3.3
TXS Texas Capital Texas Equity Index ETF 7.5 49 9 5.0 +5.4
AGIX KraneShares Artificial Intelligence and Technology ETF 7.5 99 -41 1.0 +1.4
FINX Global X FinTech ETF 7.0 68 -10 3.2 +3.5
XSW State Street SPDR S&P Software & Services ETF 7.0 35 23 2.8 +3.1
DIVG Invesco S&P 500 High Dividend Growers ETF 6.6 39 19 7.4 +7.7
ERTH Invesco MSCI Sustainable Future ETF 6.5 62 -4 3.0 +3.3
BLDG Cambria Global Real Estate ETF 6.4 60 -2 11.1 +11.5
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 6.4 7 51 10.0 +10.3
NXTG First Trust Indxx NextG ETF 6.2 70 -12 3.4 +3.8
FNY First Trust Mid Cap Growth AlphaDEX Fund 6.1 70 -12 2.1 +2.4
LVDS JPMorgan Fundamental Data Science Large Value ETF 5.9 49 9 4.9 +5.2
BCOR Grayscale Bitcoin Adopters ETF 5.9 59 -1 2.0 +2.3
AIPO Defiance AI & Power Infrastructure ETF 5.7 69 -11 0.7 +1.1
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 5.6 47 11 5.0 +5.3
FMET Fidelity Metaverse ETF 5.5 39 19 4.3 +4.6
XDAT Franklin Exponential Data ETF 5.5 50 8 1.1 +1.5
IYZ iShares U.S. Telecommunications ETF 5.2 40 18 5.8 +6.1
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 5.2 30 28 8.8 +9.2
JEDI Defiance Drone and Modern Warfare ETF 5.1 69 -11 0.8 +1.2
RBLD First Trust Alerian US NextGen Infrastructure ETF 4.9 65 -7 3.8 +4.1
PTF Invesco Dorsey Wright Technology Momentum ETF 4.9 60 -2 -1.0 -0.6
KNCT Invesco Next Gen Connectivity ETF 4.8 40 18 2.9 +3.2
IWC iShares Micro-Cap ETF 4.8 60 -2 -1.4 -1.1
BIBL Inspire 100 ETF 4.7 35 23 4.2 +4.5
FPX First Trust US Equity Opportunities ETF 4.7 61 -3 0.8 +1.1
NUMV Nuveen ESG Mid-Cap Value ETF 4.6 31 27 5.5 +5.8
DESK VanEck Office and Commercial REIT ETF 4.5 50 8 13.8 +14.1
SWP SWP Growth & Income ETF 4.4 99 -41 4.2 +4.5
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 4.4 20 38 0.8 +1.1
GTEK Goldman Sachs Future Tech Leaders Equity ETF 4.4 75 -17 1.7 +2.1
SDG iShares MSCI Global Sustainable Development Goals ETF 4.1 49 9 4.5 +4.8
MISL First Trust Indxx Aerospace & Defense ETF 4.0 60 -2 1.7 +2.0
IGPT Invesco AI and Next Gen Software ETF 4.0 60 -2 2.4 +2.7
BEEZ Honeytree U.S. Equity ETF 3.9 64 -6 3.8 +4.1
NUDV Nuveen ESG Dividend ETF 3.9 26 32 6.1 +6.4
TMFM Motley Fool Mid-Cap Growth ETF 3.9 85 -27 2.1 +2.5
BOUT Innovator IBD Breakout Opportunities ETF 3.9 81 -23 2.9 +3.2
MBCC Monarch Blue Chips Core ETF 3.8 125 -67 3.6 +3.9
NETL NETLease Corporate Real Estate ETF 3.6 60 -2 7.4 +7.8
FDVV Fidelity High Dividend ETF 3.6 15 43 6.6 +7.0
FID First Trust S&P International Dividend Aristocrats ETF 3.6 60 -2 7.8 +8.1
IPAV Global X Infrastructure Development ex-U.S. ETF 3.5 55 3 5.7 +6.1
IWN iShares Russell 2000 Value ETF 3.4 24 34 4.8 +5.1
VTWV Vanguard Russell 2000 Value ETF 3.4 10 48 5.0 +5.3
EWA iShares MSCI Australia ETF 3.3 50 8 5.4 +5.8
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 3.3 60 -2 4.6 +5.0
HYP Golden Eagle Dynamic Hypergrowth ETF 3.3 85 -27 -0.8 -0.5
VUSV Vanguard Wellington U.S. Value Active ETF 3.2 30 28 5.7 +6.0
CLOU Global X Cloud Computing ETF 3.2 68 -10 2.5 +2.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.2 12 46 4.4 +4.8
KBWY Invesco KBW Premium Yield Equity REIT ETF 3.2 35 23 8.6 +8.9
REZ iShares Residential and Multisector Real Estate ETF 3.2 48 10 6.0 +6.3
WDIV SPDR S&P Global Dividend ETF 3.1 40 18 9.1 +9.4
SPDV AAM S&P 500 High Dividend Value ETF 3.1 29 29 10.8 +11.1
EQAL Invesco Russell 1000 Equal Weight ETF 3.1 20 38 6.1 +6.4
FKU First Trust United Kingdom AlphaDEX Fund 3.1 80 -22 7.3 +7.6
FLAU Franklin FTSE Australia ETF 3.0 9 49 6.0 +6.3
ISCG iShares Morningstar Small-Cap Growth ETF 3.0 6 52 2.7 +3.1
FITE State Street SPDR S&P Kensho Future Security ETF 3.0 45 13 1.0 +1.3
ROKT State Street SPDR S&P Kensho Final Frontiers ETF 3.0 45 13 0.7 +1.1
EVUS iShares ESG Aware MSCI USA Value ETF 2.9 18 40 5.6 +5.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.9 64 -6 1.3 +1.6
CVY Invesco Zacks Multi-Asset Income ETF 2.9 106 -48 10.0 +10.4
VBK Vanguard Small-Cap Growth ETF 2.9 7 51 1.2 +1.6
EWP iShares MSCI Spain ETF 2.8 50 8 6.0 +6.3
PSCT Invesco S&P SmallCap Information Technology ETF 2.8 29 29 3.0 +3.4
FNX First Trust Mid Cap Core AlphaDEX Fund 2.8 60 -2 6.2 +6.5
OSCV Opus Small Cap Value ETF 2.8 79 -21 5.9 +6.3
EWUS iShares MSCI United Kingdom Small Cap ETF 2.8 59 -1 7.4 +7.7
ICAP InfraCap Equity Income Fund ETF 2.7 171 -113 4.5 +4.8
IDLV Invesco S&P International Developed Low Volatility ETF 2.7 25 33 6.5 +6.8
TIME Clockwise Core Equity & Innovation ETF 2.7 95 -37 2.1 +2.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 2.7 20 38 5.5 +5.8
STCE Schwab Crypto Thematic ETF 2.7 30 28 2.4 +2.7
RIET Hoya Capital High Dividend Yield ETF 2.7 50 8 13.6 +14.0
YALL God Bless America ETF 2.7 65 -7 4.4 +4.8
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.7 15 43 3.7 +4.1
RSSL Global X Russell 2000 ETF 2.6 8 50 2.7 +3.0
IJT iShares S&P Small-Cap 600 Growth ETF 2.6 18 40 3.7 +4.0
SMOT VanEck Morningstar SMID Moat ETF 2.6 49 9 6.3 +6.7
DVGR DAC 3D Dividend Growth ETF 2.5 65 -7 4.7 +5.0
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.5 10 48 3.7 +4.0
STXD Strive 1000 Dividend Growth ETF 2.5 35 23 4.4 +4.8
ASLV Allspring Special Large Value ETF 2.5 35 23 5.2 +5.5
TEXN iShares Texas Equity ETF 2.5 20 38 4.9 +5.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.5 9 49 3.7 +4.1
BKSE BNY Mellon US Small Cap Core Equity ETF 2.5 4 54 5.2 +5.6
XMLV Invesco S&P MidCap Low Volatility ETF 2.5 25 33 6.9 +7.2
IWM iShares Russell 2000 ETF 2.4 19 39 2.6 +3.0
XOEF iShares S&P 500 ex S&P 100 ETF 2.4 20 38 4.6 +5.0
DIVL Madison Dividend Value ETF 2.4 65 -7 4.8 +5.2
BEEX BeeHive ETF 2.4 84 -26 3.7 +4.0
EPP iShares MSCI Pacific ex-Japan ETF 2.4 47 11 5.1 +5.5
BUYZ Franklin Disruptive Commerce ETF 2.4 50 8 2.5 +2.8
NULV Nuveen ESG Large-Cap Value ETF 2.4 26 32 5.1 +5.4
BGRO iShares Large Cap Growth Active ETF 2.4 55 3 1.9 +2.2
DVND Touchstone Dividend Select ETF 2.3 67 -9 5.2 +5.6
DEW WisdomTree Global High Dividend Fund 2.3 58 0 7.2 +7.6
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 2.3 19 39 5.5 +5.9
ANEW ProShares MSCI Transformational Changes ETF 2.3 45 13 4.4 +4.7
POWA Invesco Bloomberg Pricing Power ETF 2.3 40 18 5.8 +6.1
SUSA iShares MSCI USA ESG Select ETF 2.2 25 33 4.0 +4.3
FDNI First Trust Dow Jones International Internet ETF 2.2 65 -7 24.7 +25.1
JHSC John Hancock Multifactor Small Cap ETF 2.2 42 16 6.0 +6.3
VTWO Vanguard Russell 2000 ETF 2.2 7 51 2.8 +3.1
ISCB iShares Morningstar Small-Cap ETF 2.1 4 54 5.4 +5.7
VRAI Virtus Real Asset Income ETF 2.1 55 3 8.3 +8.6
SIZE iShares MSCI USA Size Factor ETF 2.1 15 43 5.4 +5.8
ISHP First Trust Nasdaq Retail ETF 2.1 60 -2 5.5 +5.8
SRET Global X SuperDividend REIT ETF 2.1 59 -1 12.6 +13.0
VB Vanguard Small-Cap ETF 2.0 5 53 5.2 +5.5
MDLV Morgan Dempsey Large Cap Value ETF 2.0 58 0 5.8 +6.1
IWS iShares Russell Mid-Cap Value ETF 2.0 23 35 6.0 +6.4
STXK Strive Small-Cap ETF 2.0 18 40 5.2 +5.5
EUSA iShares MSCI USA Equal Weighted ETF 2.0 9 49 5.5 +5.8
WAR U.S. Global Tech and Aerospace & Defense ETF 2.0 60 -2 0.1 +0.4
BLCV iShares Large Cap Value Active ETF 2.0 53 5 6.3 +6.7
PTL Inspire 500 ETF 2.0 9 49 4.4 +4.7
EQL Alps Equal Sector Weight ETF 2.0 25 33 5.1 +5.4
VOX Vanguard Communication Services ETF 2.0 9 49 4.5 +4.8
XJR iShares ESG Screened S&P Small-Cap ETF 2.0 12 46 6.2 +6.5
PSCF Invesco S&P SmallCap Financials ETF 2.0 29 29 8.5 +8.9
MAGA Point Bridge America First ETF 1.9 72 -14 5.2 +5.5
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 1.9 68 -10 0.5 +0.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.9 17 41 4.9 +5.3
EUDV ProShares MSCI Europe Dividend Growers ETF 1.9 55 3 5.7 +6.1
DLN WisdomTree U.S. LargeCap Dividend Fund 1.9 28 30 5.4 +5.7
HAPS Harbor Human Capital Factor US Small Cap ETF 1.9 60 -2 3.4 +3.8
WTV WisdomTree US Value ETF 1.9 12 46 7.7 +8.0
USXF iShares ESG Advanced MSCI USA ETF 1.9 10 48 3.8 +4.1
VOE Vanguard Mid-Cap Value ETF 1.9 7 51 6.8 +7.1
AVUV Avantis U.S. Small Cap Value ETF 1.9 25 33 8.0 +8.3
GINN Goldman Sachs Innovate Equity ETF 1.9 52 6 3.7 +4.0
XSLV Invesco S&P SmallCap Low Volatility ETF 1.8 25 33 7.4 +7.7
ACEP ARS Core Equity ETF 1.8 45 13 4.0 +4.4
IGV iShares Expanded Tech-Software Sector ETF 1.8 41 17 3.2 +3.6
DTD WisdomTree U.S. Total Dividend Fund 1.8 28 30 5.7 +6.0
CHGX AXS Change Finance ESG ETF 1.8 49 9 4.2 +4.6
FTC First Trust Large Cap Growth AlphaDEX Fund 1.8 59 -1 1.8 +2.1
RSP Invesco S&P 500 Equal Weight ETF 1.8 20 38 5.9 +6.2
ADIV SmartETFs Asia Pacific Dividend Builder ETF 1.8 78 -20 9.7 +10.0
BKCI BNY Mellon Concentrated International ETF 1.8 80 -22 4.9 +5.2
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 1.8 80 -22 5.6 +6.0
EWS iShares MSCI Singapore ETF 1.8 50 8 4.2 +4.5
EWK iShares MSCI Belgium ETF 1.8 50 8 3.8 +4.2
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.8 40 18 3.0 +3.3
FFTY Innovator IBD 50 ETF 1.8 80 -22 -0.0 +0.3
VXF Vanguard Extended Market ETF 1.7 5 53 3.7 +4.1
IWR iShares Russell Midcap ETF 1.7 19 39 5.4 +5.7
SPYV State Street SPDR Portfolio S&P 500 Value ETF 1.7 4 54 5.7 +6.0
IVE iShares S&P 500 Value ETF 1.7 18 40 5.5 +5.9
SIXL ETC 6 Meridian Low Beta Equity ETF 1.7 80 -22 6.0 +6.3
SMMD iShares Russell 2500 ETF 1.7 15 43 5.5 +5.8
VOOV Vanguard S&P 500 Value ETF 1.7 7 51 5.6 +6.0
ETHO Etho Climate Leadership U.S. ETF 1.7 47 11 4.2 +4.6
WSML iShares MSCI World Small-Cap ETF 1.7 15 43 5.3 +5.7
STXM Strive Mid-Cap ETF 1.7 18 40 5.8 +6.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.7 38 20 5.2 +5.5
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.7 3 55 6.4 +6.7
IVES Wedbush ETFMG Global Cloud Technology ETF 1.7 68 -10 3.5 +3.9
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.7 35 23 7.2 +7.5
VIOO Vanguard S&P Small-Cap 600 ETF 1.7 7 51 6.2 +6.5
IJR iShares Core S&P Small Cap ETF 1.7 6 52 6.3 +6.7
IUSV iShares Core S&P US Value ETF 1.7 4 54 5.8 +6.1
JEPI JPMorgan Equity Premium Income ETF 1.7 35 23 5.1 +5.5
SCZ iShares MSCI EAFE Small-Cap ETF 1.7 40 18 6.1 +6.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.7 7 51 5.3 +5.6
TMFX Motley Fool Next Index ETF 1.7 50 8 3.0 +3.3
TAX Cambria Tax Aware ETF 1.7 49 9 4.1 +4.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.7 9 49 5.2 +5.5
CVAR Cultivar ETF 1.6 87 -29 7.2 +7.5
IMCG iShares Morningstar Mid-Cap Growth ETF 1.6 6 52 3.3 +3.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.6 30 28 3.7 +4.0
NUSC Nuveen ESG Small-Cap ETF 1.6 31 27 4.9 +5.2
GRNJ Fundstrat Granny Shots US Small & Mid Cap ETF 1.6 75 -17 1.8 +2.1
XITK State Street SPDR FactSet Innovative Technology ETF 1.6 45 13 0.1 +0.4
VO Vanguard Mid-Cap ETF 1.6 4 54 21.0 +21.4
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.6 9 49 4.2 +4.5
IWO iShares Russell 2000 Growth ETF 1.5 24 34 0.5 +0.8
ESGU iShares ESG Aware MSCI USA ETF 1.5 15 43 4.1 +4.5
REVS Columbia Research Enhanced Value ETF 1.5 19 39 6.6 +6.9
IEUS iShares MSCI Europe Small-Cap ETF 1.5 42 16 6.7 +7.0
YLDE ClearBridge Dividend Strategy ESG ETF 1.5 60 -2 5.2 +5.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.5 10 48 4.2 +4.5
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.5 40 18 6.9 +7.2
GVIP Goldman Sachs Hedge Industry VIP ETF 1.5 45 13 2.4 +2.7
BLES Inspire Global Hope ETF 1.5 61 -3 5.7 +6.1
SUSL iShares ESG MSCI USA Leaders ETF 1.5 10 48 4.2 +4.5
SPAM Themes Cybersecurity ETF 1.5 35 23 2.0 +2.4
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.5 60 -2 -0.9 -0.6
FCOM Fidelity MSCI Communication Services Index ETF 1.5 8 50 4.5 +4.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.5 10 48 4.2 +4.5
FNDA Schwab Fundamental US Small Co. Index ETF 1.4 25 33 6.1 +6.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.4 32 26 3.9 +4.2
FFND Future Fund Active ETF 1.4 100 -42 4.3 +4.7
DSI iShares MSCI KLD 400 Social ETF 1.4 25 33 4.1 +4.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.4 24 34 5.9 +6.3
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.4 15 43 6.2 +6.5
VBR Vanguard Small Cap Value ETF 1.4 7 51 7.9 +8.2
PRXV Praxis Impact Large Cap Value ETF 1.4 36 22 5.6 +5.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.4 4 54 5.6 +5.9
DEMZ Democratic Large Cap Core ETF 1.4 45 13 3.8 +4.2
VEGN US Vegan Climate ETF 1.4 60 -2 3.3 +3.6
HGRO Hedgeye Quality Growth ETF 1.4 70 -12 3.3 +3.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.4 29 29 6.4 +6.7
GVUS Marketbeta Russell 1000 Value Equity ETF 1.4 12 46 5.4 +5.7
IWD iShares Russell 1000 Value ETF 1.4 19 39 5.4 +5.7
VTV Vanguard Value ETF 1.4 4 54 5.8 +6.1
VONV Vanguard Russell 1000 Value ETF 1.3 7 51 5.5 +5.8
RAFE PIMCO RAFI ESG U.S. ETF 1.3 29 29 6.1 +6.4
HAPI Harbor Human Capital Factor US Large Cap ETF 1.3 36 22 4.1 +4.4
FLDZ RiverNorth Patriot ETF 1.3 75 -17 5.6 +6.0
SCHV Schwab U.S. Large-Cap Value ETF 1.3 4 54 5.6 +5.9
ISCV iShares Morningstar Small Cap Value ETF 1.3 6 52 7.8 +8.1
VFMO Vanguard U.S. Momentum Factor ETF 1.3 13 45 1.7 +2.0
SPXT ProShares S&P 500 Ex-Technology ETF 1.3 9 49 4.9 +5.2
VTWG Vanguard Russell 2000 Growth ETF 1.3 10 48 0.6 +1.0
IMCB iShares Morningstar Mid-Cap ETF 1.3 4 54 5.2 +5.5
SURE AdvisorShares Insiders Advantage ETF 1.3 90 -32 7.8 +8.2
ARKQ ARK Autonomous Technology & Robotics ETF 1.3 75 -17 0.9 +1.2
ARKX ARK Space Exploration & Innovation ETF 1.3 75 -17 -0.0 +0.3
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 1.3 45 13 -1.4 -1.0
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.3 49 9 4.5 +4.8
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.3 59 -1 4.3 +4.6
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 1.3 59 -1 8.5 +8.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.2 18 40 5.1 +5.4
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 1.2 49 9 6.1 +6.4
GLBL Pacer MSCI World Industry Advantage ETF 1.2 65 -7 3.4 +3.7
DIVB iShares Core Dividend ETF 1.2 5 53 6.9 +7.2
EZM WisdomTree U.S. MidCap Fund 1.2 38 20 8.0 +8.3
WCEO Hypatia Women CEO ETF 1.2 85 -27 4.7 +5.0
FDLS Inspire Fidelis Multi Factor ETF 1.2 76 -18 3.3 +3.6
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.2 60 -2 5.1 +5.4
CSMD Congress SMid Growth ETF 1.2 69 -11 3.5 +3.8
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.2 70 -12 4.0 +4.4
ADME Aptus Drawdown Managed Equity ETF 1.2 79 -21 3.3 +3.7
NIXT Research Affiliates Deletions ETF 1.2 9 49 6.6 +6.9
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.2 7 51 4.4 +4.7
XMAG Defiance Large Cap ex-Mag 7 ETF 1.2 35 23 4.3 +4.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.2 25 33 4.1 +4.4
AKAF The Frontier Economic Fund 1.2 20 38 5.2 +5.5
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.2 75 -17 6.1 +6.4
SSPY Syntax Stratified LargeCap ETF 1.2 30 28 6.0 +6.4
VOT Vanguard Mid-Cap Growth ETF 1.2 7 51 3.1 +3.4
SMLF iShares U.S. SmallCap Equity Factor ETF 1.2 15 43 4.9 +5.3
CLOD Themes Cloud Computing ETF 1.2 35 23 3.0 +3.4
ACVF American Conservative Values ETF 1.2 75 -17 3.7 +4.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.2 14 44 4.1 +4.5
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.2 8 50 4.4 +4.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.2 24 34 7.1 +7.4
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.1 50 8 5.7 +6.1
IVRS iShares Future Metaverse Tech and Communications ETF 1.1 47 11 5.2 +5.6
JHMM John Hancock Multifactor Mid Cap ETF 1.1 42 16 5.4 +5.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.1 20 38 4.2 +4.5
SNPE Xtrackers S&P 500 ESG ETF 1.1 10 48 4.3 +4.6
FUNL CornerCap Fundametrics Large-Cap ETF 1.1 50 8 6.3 +6.6
FYC First Trust Small Cap Growth AlphaDEX Fund 1.1 71 -13 -0.6 -0.3
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.1 15 43 4.2 +4.5
BSVO EA Bridgeway Omni Small-Cap Value ETF 1.1 47 11 7.7 +8.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.1 15 43 5.1 +5.4
FSMD Fidelity Small-Mid Multifactor ETF 1.1 15 43 6.5 +6.8
RECS Columbia Research Enhanced Core ETF 1.1 15 43 5.3 +5.6
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.1 20 38 4.2 +4.6
SCHA Schwab U.S. Small-Cap ETF 1.1 4 54 4.4 +4.7
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.1 19 39 4.7 +5.1
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.1 12 46 3.6 +3.9
ESGV Vanguard ESG U.S. Stock ETF 1.1 9 49 4.1 +4.4
CGDV Capital Group Dividend Value ETF 1.1 33 25 3.8 +4.2
MGV Vanguard Mega Cap Value ETF 1.1 7 51 5.4 +5.7
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 1.1 12 46 5.3 +5.6
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.0 35 23 3.1 +3.4
ILCV iShares Morningstar Value ETF 1.0 4 54 5.3 +5.7
SCJ iShares MSCI Japan Small-Cap ETF 1.0 50 8 5.6 +5.9
DSPY Tema S&P 500 Historical Weight ETF 1.0 18 40 4.4 +4.7
IWX iShares Russell Top 200 Value ETF 1.0 20 38 5.0 +5.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.0 20 38 4.0 +4.3
SCHM Schwab U.S. Mid-Cap ETF 1.0 4 54 5.8 +6.1
FELV Fidelity Enhanced Large Cap Value ETF 1.0 18 40 5.6 +5.9
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.0 95 -37 -0.5 -0.2
GDIV Harbor Dividend Growth Leaders ETF 1.0 50 8 4.0 +4.3
DTEC ALPS Disruptive Technologies ETF 1.0 50 8 3.6 +3.9
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.0 27 31 6.5 +6.9
IPAC iShares Core MSCI Pacific ETF 1.0 9 49 5.5 +5.9
DWX SPDR S&P International Dividend ETF 1.0 45 13 6.8 +7.1
SMDV ProShares Russell 2000 Dividend Growers ETF 1.0 40 18 6.9 +7.2
STXV Strive 1000 Value ETF 1.0 18 40 6.8 +7.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.0 80 -22 6.9 +7.2
FEX First Trust Large Cap Core AlphaDEX Fund 1.0 59 -1 4.9 +5.3
ULVM VictoryShares US Value Momentum ETF 1.0 20 38 6.1 +6.4
FMDE Fidelity Enhanced Mid Cap ETF 1.0 23 35 5.4 +5.7
EQWL Invesco S&P 100 Equal Weight ETF 1.0 25 33 5.4 +5.7
PFM Invesco Dividend Achievers ETF 1.0 53 5 4.6 +5.0
TOPC iShares S&P 500 3% Capped ETF 1.0 15 43 4.4 +4.7
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.9 60 -2 4.4 +4.7
KLMT Invesco MSCI Global Climate 500 ETF 0.9 10 48 5.0 +5.3
KLMN Invesco MSCI North America Climate ETF 0.9 9 49 4.3 +4.6
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.9 65 -7 4.5 +4.9
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.9 60 -2 9.3 +9.6
STOX Horizon Core Equity ETF 0.9 70 -12 3.6 +3.9
SFTY Horizon Managed Risk ETF 0.9 77 -19 3.5 +3.8
FFF Founders 100 ETF 0.9 75 -17 2.4 +2.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.9 15 43 6.1 +6.4
IMCV iShares Morningstar Mid-Cap Value ETF 0.9 6 52 7.0 +7.3
VTI Vanguard Total Stock Market ETF 0.9 3 55 4.1 +4.4
DFAS Dimensional U.S. Small Cap ETF 0.9 26 32 5.6 +5.9
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.9 49 9 8.0 +8.4
IWV iShares Russell 3000 ETF 0.9 20 38 4.0 +4.3
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.9 20 38 8.6 +8.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.9 3 55 4.1 +4.4
SPXV ProShares S&P 500 Ex-Health Care ETF 0.9 9 49 3.9 +4.2
AVSC Avantis U.S Small Cap Equity ETF 0.9 25 33 4.7 +5.0
VTHR Vanguard Russell 3000 ETF 0.9 7 51 4.1 +4.4
SCHC Schwab International Small-Cap Equity ETF 0.9 11 47 6.7 +7.0
LOWV AB US Low Volatility Equity ETF 0.9 48 10 4.3 +4.7
TMFC Motley Fool 100 Index ETF 0.9 50 8 3.0 +3.3
XVV iShares ESG Screened S&P 500 ETF 0.9 8 50 4.1 +4.4
MNZL Manzil Russell Halal USA Broad MarketETF 0.9 40 18 3.7 +4.1
NULC Nuveen ESG Large-Cap ETF 0.9 21 37 3.9 +4.3
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.9 15 43 6.7 +7.0
JAVA JPMorgan Active Value ETF 0.9 44 14 5.5 +5.8
XJH iShares ESG Screened S&P Mid-Cap ETF 0.9 12 46 5.9 +6.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.9 11 47 4.1 +4.4
FTEC Fidelity MSCI Information Technology Index ETF 0.8 8 50 3.0 +3.3
SPXE ProShares S&P 500 Ex-Energy ETF 0.8 9 49 4.0 +4.4
LRGC AB US Large Cap Strategic Equities ETF 0.8 48 10 3.8 +4.2
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.8 12 46 6.2 +6.5
VGT Vanguard Information Technology ETF 0.8 9 49 24.4 +24.8
AIVI WisdomTree International AI Enhanced Value Fund 0.8 58 0 6.3 +6.7
CATH Global X S&P 500 Catholic Values Custom ETF 0.8 29 29 4.0 +4.3
IQDF FlexShares International Quality Dividend Index Fund 0.8 47 11 7.6 +7.9
SQLV Royce Quant Small-Cap Quality Value ETF 0.8 60 -2 8.0 +8.3
IWB iShares Russell 1000 ETF 0.8 15 43 4.1 +4.5
RPG Invesco S&P 500 Pure Growth ETF 0.8 35 23 2.5 +2.9
EQRR ProShares Equities for Rising Rates ETF 0.8 35 23 5.7 +6.0
DON WisdomTree U.S. MidCap Dividend Fund 0.8 38 20 8.2 +8.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.8 25 33 4.9 +5.2
IJK iShares S&P Mid-Cap 400 Growth ETF 0.8 17 41 4.0 +4.4
VONE Vanguard Russell 1000 ETF 0.8 7 51 4.2 +4.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.8 10 48 4.1 +4.4
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.8 15 43 4.1 +4.4
SNSR Global X Internet of Things ETF 0.8 68 -10 3.2 +3.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.8 7 51 4.1 +4.4
BKLC BNY Mellon US Large Cap Core Equity ETF 0.8 0 58 4.1 +4.5
DMXF iShares ESG Advanced MSCI EAFE ETF 0.8 12 46 4.9 +5.3
IYY iShares Dow Jones U.S. ETF 0.8 20 38 4.1 +4.4
MDY SPDR S&P Midcap 400 ETF Trust 0.8 23 35 5.9 +6.2
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.8 20 38 4.0 +4.3
VOTE TCW Transform 500 ETF 0.8 5 53 4.1 +4.4
GXLC Global X U.S. 500 ETF 0.8 2 56 4.1 +4.4
CHRI Global X S&P 500 Christian Values ETF 0.8 29 29 3.9 +4.3
SCHB Schwab U.S. Broad Market ETF 0.8 3 55 4.2 +4.5
FQAL Fidelity Quality Factor ETF 0.8 15 43 4.8 +5.1
STRV Strive 500 ETF 0.8 5 53 4.1 +4.4
RAUS RACWI US ETF 0.8 15 43 4.1 +4.5
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.8 3 55 4.3 +4.7
SPYM State Street SPDR Portfolio S&P 500 ETF 0.8 2 56 4.2 +4.5
SPY SPDR S&P 500 ETF 0.8 9 49 4.1 +4.5
IVV iShares Core S&P 500 ETF 0.8 3 55 4.2 +4.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.8 2 56 4.1 +4.5
PRF Invesco FTSE RAFI US 1000 ETF 0.8 34 24 5.6 +5.9
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.8 35 23 9.0 +9.3
SCHK Schwab 1000 Index ETF 0.8 5 53 4.2 +4.6
VOO Vanguard S&P 500 ETF 0.8 3 55 4.2 +4.5
MFMO Motley Fool Momentum Factor ETF 0.8 50 8 2.0 +2.3
IJH iShares Core S&P Mid-Cap ETF 0.8 5 53 6.1 +6.4
PBUS Invesco MSCI USA ETF 0.8 4 54 4.2 +4.5
ILCB iShares Morningstar U.S. Equity ETF 0.8 3 55 4.1 +4.4
SCHX Schwab U.S. Large-Cap ETF 0.8 3 55 4.2 +4.6
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.8 3 55 6.1 +6.4
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.8 15 43 9.0 +9.3
IQSI IQ Candriam International Equity ETF 0.8 15 43 5.6 +5.9
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.8 24 34 6.9 +7.3
LCDS JPMorgan Fundamental Data Science Large Core ETF 0.8 30 28 4.0 +4.4
CGUS Capital Group Core Equity ETF 0.8 33 25 3.6 +3.9
IVOO Vanguard S&P Mid-Cap 400 ETF 0.8 7 51 6.0 +6.4
IJS iShares S&P Small-Cap 600 Value ETF 0.8 18 40 8.9 +9.2
VV Vanguard Large-Cap ETF 0.8 4 54 4.1 +4.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.8 18 40 6.9 +7.2
FDMO Fidelity Momentum Factor ETF 0.8 15 43 2.5 +2.8
FDRR Fidelity Dividend ETF for Rising Rates 0.8 15 43 5.7 +6.0
JHML John Hancock Multifactor Large Cap ETF 0.8 29 29 4.5 +4.8
JGLO JPMorgan Global Select Equity ETF 0.8 33 25 4.3 +4.7
DES WisdomTree U.S. SmallCap Dividend Fund 0.8 38 20 8.1 +8.5
KOKU Xtrackers MSCI Kokusai Equity ETF 0.8 9 49 4.4 +4.7
SMOX Horizon Small/Mid Cap Core Equity ETF 0.8 75 -17 5.3 +5.6
STXG Strive 1000 Growth ETF 0.8 18 40 3.2 +3.5
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.8 10 48 9.0 +9.3
WOMN Impact Shares YWCA Women's Empowerment ETF 0.8 75 -17 4.8 +5.1
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.7 39 19 3.5 +3.9
IWP iShares Russell Mid-Cap Growth ETF 0.7 23 35 2.9 +3.2
APUE ActivePassive U.S. Equity ETF 0.7 45 13 3.9 +4.2
RVRB Reverb ETF 0.7 30 28 3.8 +4.1
EBI Longview Advantage ETF 0.7 35 23 5.9 +6.3
GVAL Cambria Global Value ETF 0.7 68 -10 9.0 +9.3
TOK iShares MSCI Kokusai ETF 0.7 26 32 4.3 +4.6
VPL Vanguard FTSE Pacific ETF 0.7 7 51 5.3 +5.6
ZECP Zacks Earnings Consistent Portfolio ETF 0.7 55 3 4.1 +4.4
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.7 14 44 5.3 +5.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.7 25 33 7.7 +8.1
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.7 15 43 7.9 +8.3
IJJ iShares S&P Mid-Cap 400 Value ETF 0.7 18 40 7.9 +8.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.7 10 48 8.0 +8.4
DGT State Street SPDR Global Dow ETF 0.7 50 8 5.7 +6.0
CZA Invesco Zacks Mid-Cap ETF 0.7 72 -14 5.9 +6.2
VT Vanguard Total World Stock ETF 0.7 6 52 5.0 +5.3
TOV JLens 500 Jewish Advocacy U.S. ETF 0.7 18 40 3.9 +4.2
URTH iShares MSCI World ETF 0.7 24 34 4.3 +4.6
ISMD Inspire Small/Mid Cap ETF 0.7 54 4 5.0 +5.3
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.7 58 0 7.1 +7.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.7 20 38 4.7 +5.1
DIM WisdomTree International MidCap Dividend Fund 0.7 58 0 6.4 +6.7
FDCF Fidelity Disruptive Communications ETF 0.7 50 8 1.9 +2.2
GSPY Gotham Enhanced 500 ETF 0.7 50 8 4.4 +4.7
FNDB Schwab Fundamental US Broad Market Index ETF 0.7 25 33 6.1 +6.5
DEUS Xtrackers Russell US Multifactor ETF 0.7 17 41 6.4 +6.7
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.7 35 23 6.6 +6.9
NACP Impact Shares NAACP Minority Empowerment ETF 0.7 49 9 3.6 +4.0
ESGG FlexShares STOXX Global ESG Select Index Fund 0.7 42 16 4.0 +4.4
SFY SoFi Select 500 ETF 0.6 0 58 3.7 +4.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.6 75 -17 3.1 +3.5
FNDC Schwab Fundamental International Small Co. Index ETF 0.6 39 19 6.8 +7.2
AFK VanEck Africa Index ETF 0.6 98 -40 11.2 +11.6
DFSV Dimensional US Small Cap Value ETF 0.6 31 27 8.8 +9.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.6 39 19 2.3 +2.6
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.6 8 50 6.3 +6.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.6 45 13 3.5 +3.9
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 0.6 12 46 5.6 +6.0
ACWI iShares MSCI ACWI ETF 0.6 32 26 4.6 +5.0
SNPV Xtrackers S&P 500 Value ESG ETF 0.6 15 43 5.5 +5.8
ARB AltShares Merger Arbitrage ETF 0.6 77 -19 2.6 +2.9
GPZ VanEck Alternative Asset Manager ETF 0.6 40 18 5.3 +5.6
QQQS Invesco NASDAQ Future Gen 200 ETF 0.6 20 38 -3.6 -3.3
MGC Vanguard Mega Cap ETF 0.6 7 51 3.9 +4.2
FNDX Schwab Fundamental US Large Co. Index ETF 0.6 25 33 6.2 +6.5
EFG iShares MSCI EAFE Growth ETF 0.6 36 22 3.8 +4.1
SPVM Invesco S&P 500 Value with Momentum ETF 0.6 39 19 6.3 +6.6
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.6 20 38 7.3 +7.6
FDLO Fidelity Low Volatility Factor ETF 0.6 15 43 4.8 +5.1
IWL iShares Russell Top 200 ETF 0.6 15 43 3.9 +4.2
GSID Goldman Sachs MarketBeta International Equity ETF 0.6 20 38 5.9 +6.2
ONEQ Fidelity Nasdaq Composite Index ETF 0.6 21 37 2.9 +3.2
WWJD Inspire International ETF 0.6 80 -22 6.4 +6.7
FDWM Fidelity Women's Leadership ETF 0.6 59 -1 3.8 +4.2
IEFA iShares Core MSCI EAFE ETF 0.6 7 51 6.1 +6.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.6 9 49 4.9 +5.2
GWX SPDR S&P International Small Cap ETF 0.6 40 18 5.9 +6.2
NANC Unusual Whales Subversive Democratic Trading ETF 0.6 75 -17 2.9 +3.2
QUAL iShares MSCI USA Quality Factor ETF 0.6 15 43 4.4 +4.7
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.6 35 23 4.9 +5.2
FSST Fidelity Sustainable U.S. Equity ETF 0.6 59 -1 3.4 +3.8
HFXI IQ FTSE International Equity Currency Neutral ETF 0.5 20 38 5.6 +6.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.5 39 19 7.4 +7.8
AIQ Global X Artificial Intelligence & Technology ETF 0.5 68 -10 2.7 +3.0
MGK Vanguard Mega Cap Growth ETF 0.5 7 51 16.8 +17.1
RPV Invesco S&P 500 Pure Value ETF 0.5 35 23 8.8 +9.1
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.5 25 33 11.1 +11.4
FLQL Franklin LibertyQ U.S. Equity ETF 0.5 15 43 4.5 +4.9
JQUA JPMorgan U.S. Quality Factor ETF 0.5 12 46 4.9 +5.3
ILCG iShares Morningstar Growth ETF 0.5 4 54 3.0 +3.4
IXP iShares Global Comm Services ETF 0.5 42 16 5.7 +6.0
FEP First Trust Europe AlphaDEX Fund 0.5 80 -22 6.8 +7.1
IDEV iShares Core MSCI International Developed Markets ETF 0.5 4 54 6.0 +6.4
AVDV Avantis International Small Cap Value ETF 0.5 36 22 7.7 +8.0
KRMA Global X Conscious Companies ETF 0.5 43 15 5.1 +5.4
DFE WisdomTree Europe SmallCap Dividend Fund 0.5 58 0 7.6 +7.9
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.5 40 18 3.7 +4.0
BFOR ALPS Barron's 400 ETF 0.5 65 -7 5.0 +5.3
BKIE BNY Mellon International Equity ETF 0.5 4 54 6.0 +6.4
FNK First Trust Mid Cap Value AlphaDEX Fund 0.5 70 -12 9.7 +10.1
VEA Vanguard FTSE Developed Markets ETF 0.5 3 55 6.0 +6.3
SPDW SPDR Portfolio Developed World ex-US ETF 0.5 3 55 5.8 +6.2
FFLC Fidelity Fundamental Large Cap Core ETF 0.5 38 20 3.9 +4.2
PPA Invesco Aerospace & Defense ETF 0.5 58 0 1.8 +2.2
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.5 20 38 6.0 +6.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.4 60 -2 6.0 +6.3
SCHG Schwab U.S. Large-Cap Growth ETF 0.4 4 54 3.3 +3.6
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.4 35 23 6.3 +6.7
DTH WisdomTree International High Dividend Fund 0.4 58 0 7.4 +7.7
SDIV Global X Superdividend ETF 0.4 58 0 13.8 +14.1
SCHF Schwab International Equity ETF 0.4 6 52 6.0 +6.3
JSML Janus Henderson Small Cap Growth Alpha ETF 0.4 30 28 2.6 +3.0
UMMA Wahed Dow Jones Islamic World ETF 0.4 65 -7 3.5 +3.8
FYX First Trust Small Cap Core AlphaDEX Fund 0.4 61 -3 5.4 +5.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.4 12 46 3.4 +3.7
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.4 40 18 5.7 +6.0
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.4 20 38 5.7 +6.0
FEUZ First Trust Eurozone AlphaDEX ETF 0.4 80 -22 6.4 +6.8
ENHU iShares Enhanced Large Cap Core Active ETF 0.4 22 36 4.1 +4.4
ISCF iShares International SmallCap Equity Factor ETF 0.4 23 35 7.3 +7.6
IETC iShares U.S. Tech Independence Focused ETF 0.4 18 40 3.0 +3.3
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.4 30 28 7.6 +7.9
EES WisdomTree U.S. SmallCap Fund 0.4 38 20 7.9 +8.2
VSGX Vanguard ESG International Stock ETF 0.4 10 48 6.6 +6.9
DWM WisdomTree International Equity Fund 0.4 48 10 5.7 +6.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.4 39 19 6.2 +6.6
EWU iShares MSCI United Kingdom ETF 0.4 50 8 7.2 +7.6
DAK Dakota Active Equity ETF 0.4 43 15 3.7 +4.0
VGK Vanguard FTSE Europe ETF 0.4 6 52 6.6 +6.9
QUVU Hartford Quality Value ETF 0.4 46 12 5.6 +5.9
FLGB Franklin FTSE United Kingdom ETF 0.4 9 49 6.8 +7.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.4 29 29 5.6 +5.9
EFA iShares MSCI EAFE ETF 0.4 35 23 5.8 +6.1
DISV Dimensional International Small Cap Value ETF 0.4 42 16 8.1 +8.5
HEFA iShares Currency Hedged MSCI EAFE ETF 0.4 35 23 5.8 +6.1
VUG Vanguard Growth ETF 0.4 4 54 20.1 +20.5
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.4 36 22 5.4 +5.7
AVDS Avantis International Small Cap Equity ETF 0.4 30 28 6.0 +6.4
HDUS Hartford Disciplined US Equity ETF 0.4 19 39 4.7 +5.0
PRXG Praxis Impact Large Cap Growth ETF 0.4 36 22 3.1 +3.4
FESM Fidelity Enhanced Small Cap ETF 0.4 28 30 2.3 +2.6
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.4 39 19 7.0 +7.3
DFAT Dimensional U.S. Targeted Value ETF 0.4 28 30 8.6 +9.0
QVML Invesco S&P 500 QVM Multi-factor ETF 0.3 11 47 4.3 +4.6
IGM iShares Expanded Tech Sector ETF 0.3 41 17 2.6 +2.9
SPEU SPDR Portfolio Europe ETF 0.3 7 51 6.5 +6.8
VXUS Vanguard Total International Stock ETF 0.3 5 53 6.7 +7.0
IEUR iShares Core MSCI Europe ETF 0.3 11 47 6.4 +6.7
SAGP Strategas Global Policy Opportunities ETF 0.3 65 -7 4.9 +5.2
GEW Cambria Global EW ETF 0.3 29 29 5.4 +5.7
VONG Vanguard Russell 1000 Growth ETF 0.3 7 51 3.5 +3.9
IWF iShares Russell 1000 Growth ETF 0.3 19 39 14.2 +14.5
EPS WisdomTree U.S. LargeCap Fund 0.3 8 50 4.7 +5.0
FVAL Fidelity Value Factor ETF 0.3 15 43 5.9 +6.2
IXUS iShares Core MSCI Total International Stock ETF 0.3 7 51 6.6 +6.9
TRFM AAM Transformers ETF 0.3 49 9 1.0 +1.3
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.3 45 13 5.6 +5.9
PSC Principal U.S. Small-Cap ETF 0.3 38 20 3.7 +4.0
VEU Vanguard FTSE All-World ex-US Index Fund 0.3 4 54 6.7 +7.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.3 30 28 3.8 +4.1
IWY iShares Russell Top 200 Growth ETF 0.3 20 38 3.5 +3.8
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.3 20 38 5.7 +6.0
ESGD iShares ESG Aware MSCI EAFE ETF 0.3 20 38 5.8 +6.1
LVHI Franklin International Low Volatility High Dividend Index ET 0.3 40 18 7.7 +8.0
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.3 18 40 6.4 +6.7
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.3 50 8 4.6 +4.9
RWL Invesco S&P 500 Revenue ETF 0.3 39 19 5.7 +6.0
FELC Fidelity Enhanced Large Cap Core ETF 0.3 18 40 4.3 +4.7
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.3 29 29 7.0 +7.4
DLS WisdomTree International SmallCap Dividend Fund 0.3 58 0 7.5 +7.8
BBEU JPMorgan BetaBuilders Europe ETF 0.3 9 49 6.2 +6.6
GXPC Global X PureCap MSCI Communication Services ETF 0.3 25 33 3.8 +4.2
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.3 38 20 9.1 +9.4
DFIS Dimensional International Small Cap ETF 0.3 39 19 6.1 +6.5
NUDM Nuveen ESG International Developed Markets Equity ETF 0.3 31 27 5.6 +5.9
FLEE Franklin FTSE Europe ETF 0.3 9 49 6.3 +6.6
INRO iShares U.S. Industry Rotation Active ETF 0.3 42 16 3.5 +3.8
DXUV Dimensional US Vector Equity ETF 0.3 28 30 5.2 +5.6
VFMV Vanguard U.S. Minimum Volatility ETF 0.3 13 45 5.7 +6.0
VSLU Applied Finance Valuation Large Cap ETF 0.3 49 9 4.8 +5.2
JHMD John Hancock Multifactor Developed International ETF 0.3 39 19 6.2 +6.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.3 29 29 4.0 +4.3
FRGN Horizon International Equity ETF 0.3 75 -17 7.8 +8.1
JHDV John Hancock U.S. High Dividend ETF 0.3 34 24 5.9 +6.2
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.3 35 23 5.7 +6.1
AFSM First Trust Active Factor Small Cap ETF 0.2 75 -17 5.8 +6.1
AIEQ AI Powered Equity ETF 0.2 75 -17 3.6 +4.0
FDN First Trust Dow Jones Internet Index Fund 0.2 52 6 2.7 +3.0
FDND FT Vest Dow Jones Internet & Target Income ETF 0.2 75 -17 2.6 +2.9
IEV iShares Europe ETF 0.2 67 -9 5.9 +6.2
JPIN J.P. Morgan Diversified Return International Equity ETF 0.2 37 21 7.2 +7.5
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.2 41 17 6.0 +6.3
FLJP Franklin FTSE Japan ETF 0.2 9 49 5.4 +5.7
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.2 15 43 5.0 +5.4
ACWX iShares MSCI ACWI ex U.S. ETF 0.2 34 24 6.4 +6.7
FLJH Franklin FTSE Japan Hedged ETF 0.2 9 49 5.1 +5.4
IOO iShares Global 100 ETF 0.2 41 17 3.8 +4.1
AVMV Avantis U.S. Mid Cap Value ETF 0.2 20 38 7.2 +7.6
JIRE JPMorgan International Research Enhanced Equity ETF 0.2 24 34 5.9 +6.2
RFDI First Trust Riverfront Dynamic Developed International ETF 0.2 83 -25 7.8 +8.1
EZU iShares MSCI Eurozone ETF 0.2 52 6 5.6 +5.9
HEZU iShares Currency Hedged MSCI Eurozone ETF 0.2 53 5 5.5 +5.8
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.2 80 -22 6.7 +7.0
DXIV Dimensional International Vector Equity ETF 0.2 34 24 6.6 +6.9
IQLT iShares MSCI Intl Quality Factor ETF 0.2 30 28 5.5 +5.9
STXI Strive International Developed Markets ETF 0.2 29 29 6.2 +6.6
OALC OneAscent Large Cap Core ETF 0.2 86 -28 3.4 +3.7
DHS WisdomTree U.S. High Dividend Fund 0.2 38 20 8.1 +8.5
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.2 46 12 5.5 +5.9
HLAL Wahed FTSE USA Shariah ETF 0.2 50 8 3.6 +3.9
OPTZ Optimize Strategy Index ETF 0.2 50 8 3.4 +3.7
OEF iShares S&P 100 ETF 0.2 20 38 3.8 +4.1
AVUQ Avantis U.S. Quality ETF 0.2 15 43 3.6 +3.9
FLAX Franklin FTSE Asia Ex Japan ETF 0.2 19 39 7.1 +7.4
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 0.2 32 26 5.4 +5.8
DFIC Dimensional International Core Equity 2 ETF 0.2 23 35 6.3 +6.6
MTUM iShares MSCI USA Momentum Factor ETF 0.2 15 43 2.3 +2.7
EFV iShares MSCI EAFE Value ETF 0.2 34 24 7.6 +7.9
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.2 39 19 9.5 +9.8
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.2 45 13 6.8 +7.1
CWI SPDR MSCI ACWI ex-US ETF 0.2 30 28 6.5 +6.8
USEW Cambria US EW ETF 0.2 30 28 4.1 +4.4
AVSU Avantis Responsible U.S. Equity ETF 0.2 15 43 4.9 +5.2
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 0.2 29 29 3.7 +4.0
LRGF iShares U.S. Equity Factor ETF 0.2 8 50 4.6 +4.9
DFAC Dimensional U.S. Core Equity 2 ETF 0.2 17 41 4.7 +5.0
IMFL Invesco International Developed Dynamic Multifactor ETF 0.2 34 24 5.2 +5.5
CIL VictoryShares International Volatility Wtd ETF 0.2 45 13 5.8 +6.2
DCOR Dimensional US Core Equity 1 ETF 0.2 14 44 4.6 +4.9
QWLD SPDR MSCI World StrategicFactors ETF 0.2 30 28 5.2 +5.5
XSMO Invesco S&P SmallCap Momentum ETF 0.2 39 19 3.6 +3.9
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 43 5.7 +6.1
AVUS Avantis U.S. Equity ETF 0.2 15 43 4.7 +5.0
IUS Invesco RAFI Strategic US ETF 0.1 19 39 5.6 +5.9
FAB First Trust Multi Cap Value AlphaDEX Fund 0.1 67 -9 8.7 +9.0
AVMC Avantis U.S. Mid Cap Equity ETF 0.1 18 40 6.0 +6.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 33 5.5 +5.8
AVSD Avantis Responsible International Equity ETF 0.1 23 35 6.0 +6.3
TPSC Timothy Plan US Small Cap Core ETF 0.1 52 6 6.6 +7.0
RWK Invesco S&P MidCap 400 Revenue ETF 0.1 39 19 7.8 +8.1
DFSU Dimensional US Sustainability Core 1 ETF 0.1 18 40 4.6 +5.0
DFAI Dimensional International Core Equity Market ETF 0.1 18 40 6.1 +6.4
AVDE Avantis International Equity ETF 0.1 23 35 6.2 +6.6
DOL WisdomTree International LargeCap Dividend Fund 0.1 48 10 5.7 +6.0
DFAU Dimensional US Core Equity Market ETF 0.1 12 46 4.3 +4.6
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 34 5.7 +6.0
JMOM JPMorgan U.S. Momentum Factor ETF 0.1 12 46 3.3 +3.6
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 33 7.4 +7.7
VUSE Vident U.S. Equity Strategy ETF 0.1 50 8 3.7 +4.0
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 28 6.4 +6.7
DFUS Dimensional U.S. Equity ETF 0.1 9 49 4.1 +4.4
PKW Invesco Buyback Achievers ETF 0.1 62 -4 7.4 +7.7
INTF iShares International Equity Factor ETF 0.1 15 43 6.5 +6.8
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.1 70 -12 6.9 +7.2
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 33 6.2 +6.6
CRTC Xtrackers US National Critical Technologies ETF 0.1 35 23 4.2 +4.5
BCDF Horizon Kinetics Blockchain Development ETF 0.1 85 -27 3.9 +4.2
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.1 30 28 6.2 +6.5
DFIV Dimensional International Value ETF 0.1 27 31 7.8 +8.2
GXPT Global X PureCap MSCI Information Technology ETF 0.1 25 33 3.2 +3.5
DIVI Franklin International Core Dividend Tilt Index ETF 0.1 9 49 6.6 +6.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.1 9 49 4.3 +4.7
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 0.1 5 53 7.2 +7.6
ACWV iShares MSCI Global Min Vol Factor ETF 0.1 20 38 5.7 +6.1
IUSG iShares Core S&P U.S. Growth ETF 0.0 4 54 3.1 +3.4
IXN iShares Global Tech ETF 0.0 41 17 2.6 +2.9
FNCL Fidelity MSCI Financials Index ETF 0.0 8 50 6.2 +6.5
DFUV Dimensional US Marketwide Value ETF 0.0 22 36 6.1 +6.4
SFGV Sequoia Global Value ETF 0.0 23 35 7.1 +7.4
WSGE Warren Street Global Equity ETF 0.0 80 -22 2.9 +3.2
JSTC Adasina Social Justice All Cap Global ETF 0.0 89 -31 4.3 +4.7
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.0 25 33 6.3 +6.7
VYM Vanguard High Dividend Yield Index ETF 0.0 6 52 6.0 +6.4
VYMI Vanguard International High Dividend Yield ETF 0.0 17 41 8.1 +8.4
GLOF iShares Global Equity Factor ETF 0.0 20 38 5.6 +5.9
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 -7 0.0 +0.3
AVIV Avantis International Large Cap Value ETF 0.0 25 33 7.0 +7.3

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:		 WisdomTree New Economy Real Estate Fund
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 2.0 %
Divided by: Fwd. P/BV 8.1 x
Less: Expense ratio 58 bp
Equals: ALTAR Score -0.3 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.83 CATEGORY
AVERAGE		 1.58
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

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

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

 

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