43 strategies match
· Hover a number for its exact definition. Basis chips show what each figure is based on.
| Types | Basis | Compare | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Broad Market Large/Mid Cap Smart BetaInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +2 | 0.2% | $100 | 2 | 12.6% | 13.2% | 0.70 | -8.3% | 82% | ||
Clean Air SRI Portfolio (Carbon & Pollution Leaders)Interactive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 35.7% | 13.8% | 2.18 | -9.7% | 82% | ||
Company Transparency SRI (Data Security & Safety)Interactive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 17.1% | 9.9% | 0.90 | -9.9% | 82% | ||
Customer Safety SRI Portfolio (Privacy & Product Quality)Interactive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 4.9% | 8.5% | 0.07 | -10.5% | 82% | ||
Dividend Large/Mid Cap US Stocks Smart BetaInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 2 | 10.1% | 9.0% | 0.54 | -9.4% | 82% | ||
ESG Broad Market Large/Mid Cap US StocksInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 2 | 15.3% | 11.0% | 0.81 | -9.9% | 82% | ||
ESG Dividend Large/Mid Cap US StocksInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +4 | 0.2% | $100 | 2 | 8.1% | 6.9% | 0.37 | -12.0% | 82% | ||
ESG Growth Large/Mid Cap US StocksInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +4 | 0.2% | $100 | 2 | 1.4% | 8.3% | -0.13 | -9.8% | 82% | ||
ESG Quality Large/Mid Cap US StocksInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 2 | 15.3% | 9.8% | 0.83 | -9.0% | 82% | ||
ESG Value Large/Mid Cap US StocksInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 2 | 22.4% | 9.1% | 1.12 | -12.7% | 82% | ||
Ethical Leadership SRI Portfolio (Corporate Governance)Interactive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 15.5% | 17.2% | 0.70 | -9.8% | 82% | ||
Fair Labor & Thriving Communities SRI PortfolioInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 19.3% | 13.7% | 0.94 | -10.3% | 82% | ||
Gender Equality SRI Portfolio (Workplace Parity)Interactive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 2.0% | 8.8% | -0.13 | -10.9% | 82% | ||
Growth Large/Mid Cap US Stocks Smart BetaInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 2 | 10.5% | 11.3% | 0.53 | -10.5% | 82% | ||
LGBTQ+ Inclusion-Weighted US StocksInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 18.3% | 14.9% | 1.07 | -8.2% | 82% | ||
Land Health SRI Portfolio (Ecosystem Stewardship)Interactive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 17.1% | 13.0% | 0.98 | -9.5% | 82% | ||
Large/Mid Cap US Value Smart BetaInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +2 | 0.2% | $100 | 2 | 19.0% | 10.6% | 1.16 | -8.1% | 82% | ||
Mindful Business Models ESG Low-Carbon TransitionInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 12.5% | 15.1% | 0.63 | -9.9% | 82% | ||
Ocean Life SRI Portfolio (Water & Marine Stewardship)Interactive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 19.7% | 12.8% | 1.15 | -9.1% | 82% | ||
Public Direct Index AccountPublic Advisors | Form ADV brochure | Direct indexing, Index tracker, US equities +1 | 0.2% | $1,000 | — | — | — | — | — | 36% | ||
Pure Water SRI Portfolio (Water & Pollution Control)Interactive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 16.4% | 13.6% | 0.93 | -10.2% | 82% | ||
Quality Large/Mid Cap US Stocks Smart BetaInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +2 | 0.2% | $100 | 2 | 13.2% | 10.8% | 0.77 | -8.5% | 82% | ||
Racial Equality SRI Portfolio (Diversity & Equal Rights)Interactive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 15.8% | 12.4% | 0.78 | -11.2% | 82% | ||
Russell 1000 Basic Materials Index Direct IndexingInteractive Advisors | Interactive Advisors | Direct indexing, Index tracker, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 19.9% | 9.8% | 0.90 | -13.5% | 82% | ||
Russell 1000 Consumer Discretionary Direct IndexingInteractive Advisors | Interactive Advisors | Direct indexing, Index tracker, Rules-based algorithmic +2 | 0.2% | $100 | 3 | -3.6% | 11.2% | -0.45 | -12.8% | 82% | ||
Russell 1000 Consumer Staples Direct IndexingInteractive Advisors | Interactive Advisors | Direct indexing, Index tracker, Rules-based algorithmic +2 | 0.2% | $100 | 3 | 8.8% | 5.8% | 0.29 | -10.8% | 82% | ||
Russell 1000 Dividend Growth Direct IndexingInteractive Advisors | Interactive Advisors | Direct indexing, Index tracker, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 5.5% | 9.1% | 0.20 | -8.3% | 82% | ||
Russell 1000 Energy Index Direct IndexingInteractive Advisors | Interactive Advisors | Direct indexing, Index tracker, Rules-based algorithmic +2 | 0.2% | $100 | 4 | 46.6% | 10.6% | 2.06 | -15.0% | 82% | ||
Russell 1000 Financial Services Direct IndexingInteractive Advisors | Interactive Advisors | Direct indexing, Index tracker, Rules-based algorithmic +2 | 0.2% | $100 | 3 | 3.9% | 12.0% | -0.01 | -13.6% | 82% | ||
Russell 1000 Health Care Index Direct IndexingInteractive Advisors | Interactive Advisors | Direct indexing, Index tracker, Rules-based algorithmic +2 | 0.2% | $100 | 3 | 18.8% | 9.6% | 0.94 | -10.8% | 82% | ||
Russell 1000 Industrials Direct IndexingInteractive Advisors | Interactive Advisors | Direct indexing, Index tracker, Rules-based algorithmic +2 | 0.2% | $100 | 3 | 6.5% | 9.0% | 0.22 | -11.2% | 82% | ||
Russell 1000 Real Estate Direct IndexingInteractive Advisors | Interactive Advisors | Direct indexing, Index tracker, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 3.1% | 3.1% | -0.05 | -11.4% | 82% | ||
Russell 1000 Technology Index Direct IndexingInteractive Advisors | Interactive Advisors | Direct indexing, Index tracker, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 27.6% | 24.3% | 1.05 | -17.6% | 82% | ||
Russell 1000 Telecommunications Index Direct IndexingInteractive Advisors | Interactive Advisors | Direct indexing, Index tracker, Rules-based algorithmic +2 | 0.2% | $100 | 3 | 22.3% | 8.8% | 0.98 | -12.6% | 82% | ||
Russell 1000 Utilities Direct IndexingInteractive Advisors | Interactive Advisors | Direct indexing, Index tracker, Rules-based algorithmic +3 | 0.2% | $100 | 3 | -6.4% | 6.7% | -0.71 | -15.4% | 82% | ||
Russell 3000 Dividend Growth Direct IndexingInteractive Advisors | Interactive Advisors | Direct indexing, Index tracker, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 7.0% | 8.4% | 0.33 | -8.7% | 82% | ||
Russell Top 200 Large-Cap Direct IndexingInteractive Advisors | Interactive Advisors | Direct indexing, Index tracker, Rules-based algorithmic +1 | 0.2% | $100 | 3 | 16.5% | 15.0% | 0.93 | -9.8% | 82% | ||
Small Cap Broad Market Smart BetaInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 15.2% | 9.1% | 0.71 | -9.3% | 82% | ||
Small Cap Dividend Factor US StocksInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +4 | 0.2% | $100 | 3 | 19.4% | 6.1% | 1.10 | -8.1% | 82% | ||
Small Cap Growth Smart Beta US StocksInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +4 | 0.2% | $100 | 3 | 19.1% | 6.9% | 1.07 | -8.2% | 82% | ||
Small Cap Quality Factor US StocksInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 19.6% | 7.3% | 1.12 | -7.9% | 82% | ||
Small Cap Value Quantitative US StocksInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 21.7% | 9.0% | 1.17 | -9.1% | 82% | ||
Sustainable Product Lifecycle SRI PortfolioInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 22.7% | 15.5% | 1.16 | -10.7% | 82% |
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