Absolute Select Value ETF
ALTAR
Score™		 4.7% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 19.4x P/Sales
ratio		 2.7x
P/BV
ratio		 2.2x Div.
yield		 2.2%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
ABEQ is an actively-managed portfolio of US stocks seeking positive absolute returns.

FUND BASICS
Category US Equities
Fund Sponsor Absolute Investment Advisers LLC
Website absoluteadvisers.com
Inception date Jan 21, 2020
Assets (mns) $112
Currency USD
Expense ratio 85 bp
Distributions Semi-annual

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 27
Wgt avg mkt cap (mns) $177,816
Large cap (>$10bn) 100.0%
Mid cap ($2-10bn) 0.0%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
BERKSHIRE HATHAWAY INC-CL B 11.9 %
LOEWS CORP 7.5 %
FRANCO-NEVADA CORP 6.9 %
UNILEVER PLC-SPONSORED ADR 6.8 %
AGNICO-EAGLE MINES LTD 6.3 %
ENBRIDGE INC 6.1 %
MEDTRONIC PLC 4.6 %
TRAVELERS COS INC/THE 4.1 %
CORTEVA INC 3.5 %
HERSHEY CO/THE 3.5 %
Total 61.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 48.9 %
CANADA 19.3 %
BRITAIN 7.8 %
IRELAND 4.6 %







HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
13.8% 10.4% 10.0% -- 7.9%

Market Correlations
versus... Beta R-squared
S&P500 0.50 48%
MSCI EAFE 0.52 58%
MSCI Emg. Mkts. 0.36 30%

Technical Indicators
Recent close $35.60
30d moving avg. $35.09
Annualized volatility 11.0%
Short interest (ETF) 0.4%
Short interest (Underlying) 1.5%
Relative strength (RSI) 62

Liquidity measures
Avg. volume (thou.) 10
Turnover 0.3%
Bid/Ask (% of price) 0.13%
ADV underlying (mns) $6,761

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 722 potential alternatives to the Absolute Select Value ETF ETF based on the alternatives' overlap in portfolio holdings with ABEQ. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: ABEQ Expense: 85 bp ALTAR Score™: 4.7%


ALTERNATIVE ETFs BASED ON OVERLAP WITH ABEQ
Ticker Fund
Name		 Overlap1
vs ABEQ
(%)		 Expense
ratio
(bp)		 Savings
vs ABEQ
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs ABEQ
(%)
XLF Financial Select Sector SPDR Fund 14.2 8 77 5.8 +1.1
IYF iShares U.S. Financials ETF 13.9 40 45 5.8 +1.1
FLV American Century Focused Large Cap Value ETF 13.8 42 43 6.6 +1.9
IYG iShares US Financial Services ETF 13.3 40 45 5.3 +0.6
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 13.2 75 10 5.3 +0.7
YLDE ClearBridge Dividend Strategy ESG ETF 12.5 60 25 5.7 +1.0
DIVL Madison Dividend Value ETF 12.1 65 20 5.9 +1.2
FLCA Franklin FTSE Canada ETF 11.6 9 76 6.3 +1.7
JPEF JPMorgan Equity Focus ETF 11.6 50 35 4.2 -0.4
ASLV Allspring Special Large Value ETF 11.5 35 50 6.4 +1.8
PWV Invesco Large Cap Value ETF 11.1 55 30 7.0 +2.3
DFNL Davis Select Financial ETF 10.7 63 22 7.4 +2.7
FNCL Fidelity MSCI Financials Index ETF 10.6 8 77 6.3 +1.7
FBCV Fidelity Blue Chip Value ETF 10.5 59 26 7.3 +2.7
BBCA JPMorgan BetaBuilders Canada ETF 10.4 19 66 6.2 +1.5
AVIE Avantis  Inflation Focused Equity ETF 10.2 25 60 7.4 +2.7
UDI USCF Dividend Income Fund 10.2 65 20 8.1 +3.5
FTWO Strive FAANG 2.0 ETF 9.8 49 36 4.2 -0.5
VFH Vanguard Financials ETF 9.6 9 76 6.3 +1.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 9.2 19 66 6.3 +1.6
IWX iShares Russell Top 200 Value ETF 9.1 20 65 6.2 +1.5
SHRY First Trust Bloomberg Shareholder Yield ETF 9.0 60 25 8.1 +3.5
FELV Fidelity Enhanced Large Cap Value ETF 9.0 18 67 6.7 +2.0
SPVU Invesco S&P 500 Enhanced Value ETF 8.9 13 72 10.1 +5.4
NANR SPDR S&P North American Natural Resources ETF 8.8 35 50 7.7 +3.0
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 8.8 46 39 9.7 +5.1
MBOX Freedom Day Dividend ETF 8.6 39 46 7.3 +2.7
DIVZ TrueShares Low Volatility Equity Income ETF 8.6 65 20 6.6 +1.9
DUSA Davis Select U.S. Equity ETF 8.5 61 24 7.3 +2.7
MGV Vanguard Mega Cap Value ETF 8.5 7 78 6.6 +1.9
DVND Touchstone Dividend Select ETF 8.2 67 18 5.6 +0.9
EDOW First Trust Dow 30 Equal Weight ETF 8.1 50 35 5.4 +0.7
QUVU Hartford Quality Value ETF 8.1 46 39 7.3 +2.6
DFLV Dimensional US Large Cap Value ETF 8.1 22 63 7.8 +3.1
YOKE Yoke Core ETF 8.0 42 43 4.3 -0.3
IXG iShares Global Financials ETF 7.8 42 43 6.5 +1.8
DFUV Dimensional US Marketwide Value ETF 7.8 22 63 7.5 +2.8
LCF Touchstone US Large Cap Focused ETF 7.8 69 16 4.1 -0.5
GVUS Marketbeta Russell 1000 Value Equity ETF 7.7 12 73 6.5 +1.9
VTV Vanguard Value ETF 7.7 4 81 6.8 +2.2
DJD Invesco Dow Jones Industrial Average Dividend ETF 7.7 7 78 7.4 +2.7
AIVL WisdomTree U.S. AI Enhanced Value Fund 7.7 38 47 6.3 +1.7
FDLO Fidelity Low Volatility Factor ETF 7.5 15 70 5.3 +0.7
IVRA Invesco Real Assets ESG ETF 7.4 59 26 6.3 +1.6
IHI iShares U.S. Medical Devices ETF 7.4 40 45 4.1 -0.6
SPMV Invesco S&P 500 Minimum Variance ETF 7.3 10 75 5.3 +0.7
REVS Columbia Research Enhanced Value ETF 7.3 19 66 7.6 +2.9
DIVY Sound Equity Dividend Income ETF 7.3 45 40 9.7 +5.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 7.3 70 15 4.8 +0.1
SCHV Schwab U.S. Large-Cap Value ETF 7.2 4 81 6.7 +2.0
MVAL VanEck Morningstar Wide Moat Value ETF 7.2 49 36 6.6 +2.0
DIA SPDR Dow Jones Industrial Average ETF Trust 7.2 16 69 5.4 +0.8
EWC iShares MSCI Canada ETF 7.2 50 35 5.9 +1.3
MAVF Matrix Advisors Value ETF 7.2 75 10 5.6 +1.0
MXI iShares Global Materials ETF 7.1 41 44 7.5 +2.8
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 7.1 35 50 7.8 +3.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 7.1 38 47 7.8 +3.1
RSPM Invesco S&P 500 Equal Weight Materials ETF 7.1 40 45 7.8 +3.1
XLB Materials Select Sector SPDR Fund 7.1 8 77 6.4 +1.7
BLCV iShares Large Cap Value Active ETF 7.0 53 32 7.3 +2.7
FTXG First Trust Nasdaq Food & Beverage ETF 7.0 60 25 7.6 +3.0
PBJ Invesco Food & Beverage ETF 7.0 57 28 7.2 +2.5
JEPI JPMorgan Equity Premium Income ETF 7.0 35 50 5.7 +1.0
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7.0 60 25 4.6 -0.0
FUNL CornerCap Fundametrics Large-Cap ETF 6.9 50 35 7.2 +2.6
ILCV iShares Morningstar Value ETF 6.9 4 81 6.4 +1.7
GOAU U.S. Global GO GOLD and Precious Metal Miners ETF 6.9 60 25 3.5 -1.2
EQRR ProShares Equities for Rising Rates ETF 6.9 35 50 8.1 +3.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 6.9 30 55 4.3 -0.4
LVOL American Century Low Volatility ETF 6.8 29 56 4.9 +0.2
IWD iShares Russell 1000 Value ETF 6.8 19 66 6.4 +1.7
VONV Vanguard Russell 1000 Value ETF 6.8 7 78 6.5 +1.9
FMAT Fidelity MSCI Materials Index ETF 6.7 8 77 6.1 +1.4
MOAT VanEck Morningstar Wide Moat ETF 6.7 46 39 5.8 +1.1
VAW Vanguard Materials ETF 6.6 9 76 6.1 +1.4
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 6.6 19 66 5.3 +0.6
MDLV Morgan Dempsey Large Cap Value ETF 6.5 58 27 7.4 +2.8
INFL Horizon Kinetics Inflation Beneficiaries ETF 6.4 85 0 3.9 -0.8
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 6.4 12 73 5.8 +1.1
DIVS SmartETFs Dividend Builder ETF 6.4 65 20 5.0 +0.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 6.3 15 70 6.6 +1.9
IXC iShares Global Energy ETF 6.3 44 41 10.2 +5.5
COWZ Pacer US Cash Cows 100 ETF 6.3 49 36 9.5 +4.9
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 6.3 60 25 3.9 -0.7
BGIG Bahl & Gaynor Income Growth ETF 6.3 45 40 5.2 +0.5
SGDM Sprott Gold Miners ETF 6.3 50 35 3.0 -1.7
RING iShares MSCI Global Gold Miners ETF 6.3 39 46 4.0 -0.6
USMV iShares MSCI USA Min Vol Factor ETF 6.3 15 70 5.8 +1.2
USRD Themes US R&D Champions ETF 6.2 29 56 4.5 -0.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 6.1 48 37 6.0 +1.4
FDVV Fidelity High Dividend ETF 6.1 15 70 7.6 +2.9
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 6.1 15 70 8.8 +4.2
QDIV Global X S&P 500 Quality Dividend ETF 6.1 20 65 8.8 +4.1
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 6.1 46 39 5.6 +1.0
UMI USCF Midstream Energy Income Fund ETF 6.1 85 0 4.8 +0.1
ENFR Alerian Energy Infrastructure ETF 6.1 35 50 5.1 +0.5
TPYP Tortoise North American Pipeline Fund 6.1 40 45 5.7 +1.0
USAI Pacer American Energy Independence ETF 6.1 75 10 4.6 -0.1
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 6.1 59 26 4.3 -0.4
IAK iShares U.S. Insurance ETF 6.0 40 45 7.0 +2.4
VOOV Vanguard S&P 500 Value ETF 5.9 7 78 6.3 +1.6
BRIF FIS Bright Portfolios Focused Equity ETF 5.9 65 20 4.8 +0.1
IVE iShares S&P 500 Value ETF 5.9 18 67 6.2 +1.5
SPYV SPDR Portfolio S&P 500 Value ETF 5.9 4 81 6.3 +1.6
VALQ American Century U.S. Quality Value ETF 5.9 29 56 7.7 +3.0
BEEX BeeHive ETF 5.9 84 1 4.2 -0.5
SCHD Schwab US Dividend Equity ETF 5.8 6 79 9.8 +5.1
GNR SPDR S&P Global Natural Resources ETF 5.8 40 45 10.9 +6.2
ACVF American Conservative Values ETF 5.8 75 10 4.3 -0.3
FTCS First Trust Capital Strength ETF 5.8 55 30 5.9 +1.2
SNPV Xtrackers S&P 500 Value ESG ETF 5.7 15 70 6.7 +2.1
GDX VanEck Gold Miners ETF 5.7 51 34 3.1 -1.6
IUS Invesco RAFI Strategic US ETF 5.7 19 66 6.8 +2.2
ROE Astoria US Quality Kings ETF 5.6 49 36 6.5 +1.8
ITAN Sparkline Intangible Value ETF 5.6 50 35 6.5 +1.9
IUSV iShares Core S&P US Value ETF 5.6 4 81 6.4 +1.8
QLV FlexShares US Quality Low Volatility Index Fund 5.5 22 63 5.6 +0.9
PID Invesco International Dividend Achievers ETF 5.5 53 32 5.5 +0.8
MOTE VanEck Morningstar ESG Moat ETF 5.5 49 36 6.1 +1.4
QLC FlexShares US Quality Large Cap Index Fund 5.5 25 60 5.3 +0.6
AUSF Global X Adaptive U.S. Factor ETF 5.4 27 58 8.8 +4.1
SYNB Putnam BioRevolution ETF 5.4 70 15 3.0 -1.7
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 5.4 32 53 4.9 +0.3
MGRO VanEck Morningstar Wide Moat Growth ETF 5.4 49 36 4.6 -0.1
DGRO iShares Core Dividend Growth ETF 5.3 8 77 6.5 +1.8
OALC OneAscent Large Cap Core ETF 5.3 86 -1 4.0 -0.6
JHDV John Hancock U.S. High Dividend ETF 5.3 34 51 6.5 +1.9
FEGE First Eagle Global Equity ETF 5.2 79 6 6.8 +2.1
DEMZ Democratic Large Cap Core ETF 5.2 45 40 4.4 -0.2
GSPY Gotham Enhanced 500 ETF 5.2 50 35 5.2 +0.5
RSPF Invesco S&P 500 Equal Weight Financials ETF 5.2 40 45 6.6 +2.0
CZAR Themes Natural Monopoly ETF 5.2 35 50 5.7 +1.0
VSDA VictoryShares Dividend Accelerator ETF 5.2 35 50 7.1 +2.5
SAMT Strategas Macro Thematic Opportunities ETF 5.2 65 20 2.7 -2.0
STXV Strive 1000 Value ETF 5.1 18 67 8.0 +3.4
EPS WisdomTree U.S. LargeCap Fund 5.1 8 77 5.6 +0.9
SPDV AAM S&P 500 High Dividend Value ETF 5.1 29 56 10.5 +5.8
IYZ iShares U.S. Telecommunications ETF 5.1 40 45 5.9 +1.2
FFND Future Fund Active ETF 5.1 100 -15 4.2 -0.4
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 5.1 25 60 5.5 +0.8
SPLV Invesco S&P 500 Low Volatility ETF 5.1 25 60 5.4 +0.7
HDV iShares Core High Dividend ETF 5.0 8 77 7.2 +2.6
USMC Principal U.S. Mega-Cap ETF 5.0 12 73 4.3 -0.4
DIVB iShares Core Dividend ETF 5.0 5 80 8.1 +3.4
VLU SPDR S&P 1500 Value Tilt ETF 5.0 12 73 7.4 +2.7
PRF Invesco FTSE RAFI US 1000 ETF 4.9 39 46 6.7 +2.0
FELC Fidelity Enhanced Large Cap Core ETF 4.9 18 67 5.1 +0.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 4.9 29 56 4.5 -0.2
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 4.9 47 38 5.8 +1.1
EVUS iShares ESG Aware MSCI USA Value ETF 4.8 18 67 6.5 +1.8
LRGC AB US Large Cap Strategic Equities ETF 4.8 48 37 4.4 -0.3
HAP VanEck Natural Resources ETF 4.8 50 35 9.3 +4.6
EQWL Invesco S&P 100 Equal Weight ETF 4.8 25 60 6.2 +1.6
JAVA JPMorgan Active Value ETF 4.8 44 41 6.4 +1.7
VNSE Natixis Vaughan Nelson Select ETF 4.7 80 5 4.6 -0.1
SPXT ProShares S&P 500 Ex-Technology ETF 4.7 9 76 5.5 +0.8
CZA Invesco Zacks Mid-Cap ETF 4.7 72 13 6.6 +1.9
GCOW Pacer Global Cash Cows Dividend ETF 4.7 60 25 11.0 +6.3
PRXV Praxis Impact Large Cap Value ETF 4.7 36 49 6.5 +1.8
FVAL Fidelity Value Factor ETF 4.7 15 70 6.8 +2.1
FNDX Schwab Fundamental US Large Co. Index ETF 4.6 25 60 7.1 +2.5
HART IQ Healthy Hearts ETF 4.6 45 40 6.7 +2.0
SMOT VanEck Morningstar SMID Moat ETF 4.6 49 36 6.6 +1.9
FPAG FPA Global Equity ETF 4.6 49 36 5.7 +1.1
INCE Franklin Income Equity Focus ETF 4.6 29 56 5.6 +1.0
VYM Vanguard High Dividend Yield Index ETF 4.5 6 79 7.0 +2.3
XMAG Defiance Large Cap ex-Mag 7 ETF 4.5 35 50 5.1 +0.4
FTA First Trust Large Cap Value AlphaDEX Fund 4.5 59 26 8.9 +4.3
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 4.4 15 70 5.6 +0.9
QUS SPDR MSCI USA StrategicFactors ETF 4.4 15 70 5.7 +1.0
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 4.4 27 58 7.0 +2.4
SLVP iShares MSCI Global Silver Miners ETF 4.4 39 46 5.8 +1.1
AUMI Themes Gold Miners ETF 4.4 35 50 3.9 -0.7
VLUE iShares MSCI USA Value Factor ETF 4.3 15 70 9.4 +4.8
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 4.3 60 25 6.0 +1.3
QVML Invesco S&P 500 QVM Multi-factor ETF 4.3 11 74 5.1 +0.4
CVAR Cultivar ETF 4.3 87 -2 6.8 +2.1
FDL First Trust Morningstar Dividend Leaders Index Fund 4.3 45 40 10.6 +5.9
FNDB Schwab Fundamental US Broad Market Index ETF 4.3 25 60 7.2 +2.5
MDEV First Trust Indxx Medical Devices ETF 4.3 70 15 4.6 -0.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.3 18 67 5.9 +1.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4.3 29 56 6.4 +1.7
FCPI Fidelity Stocks for Inflation ETF 4.3 15 70 7.4 +2.8
RAFE PIMCO RAFI ESG U.S. ETF 4.3 29 56 7.0 +2.4
VFMV Vanguard U.S. Minimum Volatility ETF 4.2 13 72 5.7 +1.1
RWL Invesco S&P 500 Revenue ETF 4.2 39 46 6.8 +2.1
CGDV Capital Group Dividend Value ETF 4.2 33 52 4.5 -0.1
CRTC Xtrackers US National Critical Technologies ETF 4.1 35 50 4.7 +0.0
FDRR Fidelity Dividend ETF for Rising Rates 4.1 15 70 6.9 +2.3
GLBL Pacer MSCI World Industry Advantage ETF 4.1 65 20 4.0 -0.6
SFYF SoFi Social 50 ETF 4.1 29 56 0.4 -4.3
KBWP Invesco KBW Property & Casualty Insurance ETF 4.1 35 50 6.8 +2.1
TOPT iShares Top 20 U.S. Stocks ETF 4.0 20 65 3.8 -0.9
ACWV iShares MSCI Global Min Vol Factor ETF 4.0 20 65 6.2 +1.5
KIE SPDR S&P Insurance ETF 4.0 35 50 6.9 +2.2
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 4.0 65 20 3.6 -1.1
ANEW ProShares MSCI Transformational Changes ETF 4.0 45 40 6.1 +1.4
QTOP iShares Nasdaq Top 30 Stocks ETF 4.0 20 65 4.0 -0.7
JQUA JPMorgan U.S. Quality Factor ETF 4.0 12 73 5.8 +1.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.0 35 50 4.2 -0.5
RDVY First Trust Rising Dividend Achievers ETF 4.0 50 35 6.8 +2.1
FFLC Fidelity Fundamental Large Cap Core ETF 4.0 38 47 4.5 -0.2
IGF iShares Global Infrastructure ETF 3.9 41 44 4.7 -0.0
QVAL Alpha Architect US Quantitative Value ETF 3.9 39 46 9.6 +4.9
SNSR Global X Internet of Things ETF 3.9 68 17 4.5 -0.2
VOTE TCW Transform 500 ETF 3.9 5 80 4.8 +0.1
VIG Vanguard Dividend Appreciation ETF 3.9 5 80 5.5 +0.8
HKND Humankind US Stock ETF 3.9 11 74 7.1 +2.4
SIXA ETC 6 Meridian Mega Cap Equity ETF 3.9 80 5 6.7 +2.1
GII SPDR S&P Global Infrastructure ETF 3.9 40 45 4.7 +0.0
XHE SPDR S&P Health Care Equipment ETF 3.9 35 50 3.7 -1.0
DLN WisdomTree U.S. LargeCap Dividend Fund 3.9 28 57 5.9 +1.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 3.9 2 83 4.8 +0.2
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 3.9 56 29 6.0 +1.4
TMFC Motley Fool 100 Index ETF 3.9 50 35 3.4 -1.3
OEF iShares S&P 100 ETF 3.9 20 65 4.4 -0.2
FVD First Trust Value Line Dividend Index Fund 3.8 65 20 6.3 +1.6
GQQQ Astoria US Quality Growth Kings ETF 3.8 35 50 4.6 -0.1
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.8 58 27 4.2 -0.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 3.8 75 10 4.0 -0.7
IMCV iShares Morningstar Mid-Cap Value ETF 3.8 6 79 8.1 +3.4
SDOG ALPS Sector Dividend Dogs ETF 3.8 36 49 9.4 +4.8
ULVM VictoryShares US Value Momentum ETF 3.8 20 65 7.2 +2.6
FQAL Fidelity Quality Factor ETF 3.8 15 70 5.6 +0.9
CHGX AXS Change Finance ESG ETF 3.7 49 36 4.8 +0.1
ROUS Hartford Multifactor US Equity ETF 3.7 19 66 7.0 +2.3
AGQI First Trust Active Global Quality Income ETF 3.7 85 0 4.8 +0.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 3.7 14 71 4.8 +0.1
IWL iShares Russell Top 200 ETF 3.7 15 70 4.5 -0.1
DGT SPDR Global Dow ETF 3.7 50 35 6.9 +2.2
AFLG First Trust Active Factor Large Cap ETF 3.7 55 30 6.2 +1.6
MODL VictoryShares WestEnd U.S. Sector ETF 3.7 42 43 4.5 -0.2
SPXV ProShares S&P 500 Ex-Health Care ETF 3.6 9 76 4.6 -0.1
MGC Vanguard Mega Cap ETF 3.6 7 78 4.6 -0.1
JOET Virtus Terranova US Quality Momentum ETF 3.6 29 56 4.6 -0.0
IYK iShares U.S. Consumer Staples ETF 3.6 40 45 6.5 +1.9
SPXE ProShares S&P 500 Ex-Energy ETF 3.6 9 76 4.7 +0.1
IGE iShares North American Natural Resources ETF 3.6 41 44 7.4 +2.7
JHML John Hancock Multifactor Large Cap ETF 3.5 29 56 5.3 +0.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 3.5 7 78 4.7 +0.1
KROP Global X AgTech & Food Innovation ETF 3.5 50 35 1.9 -2.7
FTAG First Trust Indxx Global Agriculture ETF 3.5 70 15 8.4 +3.7
FTRI First Trust Indxx Global Natural Resources Income ETF 3.5 70 15 7.5 +2.8
MOO VanEck Agribusiness ETF 3.5 53 32 10.5 +5.9
VEGI iShares MSCI Agriculture Producers ETF 3.5 39 46 8.8 +4.1
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 3.5 5 80 8.0 +3.3
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.5 29 56 6.2 +1.6
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 3.5 49 36 4.4 -0.2
RSPH Invesco S&P 500 Equal Weight Health Care ETF 3.5 40 45 8.4 +3.7
VOO Vanguard S&P 500 ETF 3.5 3 82 4.9 +0.2
IVV iShares Core S&P 500 ETF 3.5 3 82 4.9 +0.2
DWLD Davis Select Worldwide ETF 3.5 63 22 7.0 +2.4
SPLG SPDR Portfolio S&P 500 ETF 3.5 2 83 4.9 +0.2
SPY SPDR S&P 500 ETF Trust 3.5 9 76 4.8 +0.1
BKLC BNY Mellon US Large Cap Core Equity ETF 3.5 0 85 4.8 +0.2
KNCT Invesco Next Gen Connectivity ETF 3.5 40 45 4.7 0.0
CGUS Capital Group Core Equity ETF 3.5 33 52 4.3 -0.4
CFA VictoryShares US 500 Volatility Wtd ETF 3.5 35 50 5.9 +1.3
DTD WisdomTree U.S. Total Dividend Fund 3.5 28 57 6.3 +1.6
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 3.5 20 65 4.6 -0.1
TOV JLens 500 Jewish Advocacy U.S. ETF 3.4 18 67 4.5 -0.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.4 40 45 5.9 +1.2
DSPY Tema S&P 500 Historical Weight ETF 3.4 18 67 5.1 +0.4
FXO First Trust Financials AlphaDEX Fund 3.4 62 23 8.2 +3.5
VOE Vanguard Mid-Cap Value ETF 3.4 7 78 7.6 +2.9
EBI Longview Advantage ETF 3.4 35 50 6.5 +1.8
RVRB Reverb ETF 3.4 30 55 4.5 -0.2
IDMO Invesco S&P International Developed Momentum ETF 3.4 25 60 5.2 +0.6
ILCB iShares Morningstar U.S. Equity ETF 3.4 3 82 4.7 +0.1
XLG Invesco S&P 500 Top 50 ETF 3.4 20 65 4.0 -0.6
XVV iShares ESG Screened S&P 500 ETF 3.4 8 77 4.7 +0.0
TDIV First Trust NASDAQ Technology Dividend Index Fund 3.4 50 35 5.3 +0.6
EQIN Columbia US Equity Income ETF 3.4 35 50 6.9 +2.2
VV Vanguard Large-Cap ETF 3.4 4 81 4.8 +0.1
PY Principal Value ETF 3.3 15 70 7.2 +2.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.3 25 60 5.8 +1.2
LOWV AB US Low Volatility Equity ETF 3.3 48 37 5.1 +0.4
LRND IQ U.S. Large Cap R&D Leaders ETF 3.3 14 71 5.3 +0.6
FEX First Trust Large Cap Core AlphaDEX Fund 3.3 59 26 5.8 +1.2
USMF WisdomTree U.S. Multifactor Fund 3.3 28 57 7.0 +2.3
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 3.3 60 25 7.6 +3.0
LYLD Cambria Large Cap Shareholder Yield ETF 3.2 59 26 9.5 +4.8
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 3.2 3 82 5.1 +0.4
PFM Invesco Dividend Achievers ETF 3.2 53 32 5.2 +0.5
BDIV AAM Brentview Dividend Growth ETF 3.2 49 36 4.5 -0.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3.2 11 74 4.8 +0.1
UFO Procure Space ETF 3.2 75 10 0.2 -4.5
SCHX Schwab U.S. Large-Cap ETF 3.2 3 82 4.9 +0.2
DFUS Dimensional U.S. Equity ETF 3.2 9 76 4.7 +0.1
IWB iShares Russell 1000 ETF 3.2 15 70 4.8 +0.1
VONE Vanguard Russell 1000 ETF 3.2 7 78 4.8 +0.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 3.2 25 60 5.6 +0.9
LST Leuthold Select Industries ETF 3.2 91 -6 5.0 +0.3
IYY iShares Dow Jones U.S. ETF 3.2 20 65 4.7 +0.0
USCF Themes US Cash Flow Champions ETF 3.2 29 56 8.5 +3.9
DSTL Distillate US Fundamental Stability & Value ETF 3.1 39 46 8.2 +3.6
SCHK Schwab 1000 Index ETF 3.1 5 80 4.9 +0.2
WDNA WisdomTree BioRevolution Fund 3.1 45 40 -1.4 -6.1
HELX Franklin Genomic Advancements ETF 3.1 50 35 -0.2 -4.9
XLV Health Care Select Sector SPDR Fund 3.1 8 77 7.8 +3.1
VEGN US Vegan Climate ETF 3.1 60 25 4.4 -0.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 3.1 12 73 4.4 -0.2
IWV iShares Russell 3000 ETF 3.1 20 65 4.7 0.0
VTHR Vanguard Russell 3000 ETF 3.1 7 78 4.8 +0.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 3.1 3 82 4.8 +0.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.1 18 67 7.6 +3.0
FENY Fidelity MSCI Energy Index ETF 3.1 8 77 9.1 +4.5
FCG First Trust Natural Gas ETF 3.1 60 25 20.5 +15.8
FTXN First Trust Nasdaq Oil & Gas ETF 3.1 60 25 12.6 +8.0
FXN First Trust Energy AlphaDEX Fund 3.1 62 23 14.2 +9.5
PXE Invesco Energy Exploration & Production ETF 3.1 60 25 16.3 +11.6
RSPG Invesco S&P 500 Equal Weight Energy ETF 3.1 40 45 10.9 +6.2
IEO iShares U.S. Oil & Gas Exploration & Production ETF 3.1 40 45 12.8 +8.2
IYE iShares U.S. Energy ETF 3.1 40 45 9.0 +4.3
XLE Energy Select Sector SPDR Fund 3.1 8 77 9.1 +4.5
DRLL Strive U.S. Energy ETF 3.1 41 44 10.1 +5.5
VDE Vanguard Energy ETF 3.1 9 76 9.0 +4.3
RFDA RiverFront Dynamic US Dividend Advantage ETF 3.1 52 33 6.3 +1.6
APUE ActivePassive U.S. Equity ETF 3.1 45 40 4.5 -0.1
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 3.1 49 36 3.7 -1.0
QQQ Invesco QQQ Trust Series I 3.1 20 65 4.0 -0.7
QQQM Invesco NASDAQ 100 ETF 3.0 15 70 4.0 -0.6
ICAP InfraCap Equity Income Fund ETF 3.0 171 -86 6.1 +1.4
THRO iShares U.S. Thematic Rotation Active ETF 3.0 90 -5 3.9 -0.7
SCHB Schwab U.S. Broad Market ETF 3.0 3 82 4.9 +0.3
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 3.0 40 45 7.3 +2.6
SPVM Invesco S&P 500 Value with Momentum ETF 3.0 39 46 7.5 +2.8
DFVX Dimensional US Large Cap Vector ETF 3.0 22 63 6.2 +1.5
DIVG Invesco S&P 500 High Dividend Growers ETF 3.0 39 46 8.4 +3.8
VTI Vanguard Total Stock Market ETF 3.0 3 82 4.8 +0.1
IYH iShares U.S. Healthcare ETF 3.0 40 45 7.1 +2.4
HRTS Tema Heart & Health ETF 3.0 75 10 1.3 -3.3
PBUS Invesco MSCI USA ETF 3.0 4 81 4.8 +0.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 3.0 15 70 4.6 -0.1
DFAU Dimensional US Core Equity Market ETF 3.0 12 73 4.9 +0.3
STRV Strive 500 ETF 3.0 5 80 4.7 +0.1
NVIR Horizon Kinetics Energy and Remediation ETF 3.0 85 0 6.9 +2.2
AGNG Global X Aging Population ETF 3.0 50 35 4.9 +0.2
NUDV Nuveen ESG Dividend ETF 3.0 26 59 7.7 +3.0
CCMG CCM Global Equity ETF 2.9 34 51 8.3 +3.7
XOP SPDR S&P Oil & Gas Exploration & Production ETF 2.9 35 50 15.0 +10.4
AVLV Avantis U.S. Large Cap Value ETF 2.9 15 70 7.7 +3.1
FCOM Fidelity MSCI Communication Services Index ETF 2.9 8 77 4.3 -0.4
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 2.9 40 45 5.2 +0.6
XLC Communication Services Select Sector SPDR Fund 2.9 8 77 4.8 +0.1
KOKU Xtrackers MSCI Kokusai Equity ETF 2.9 9 76 5.1 +0.5
SHUS Syntax Stratified U.S. Total Market Hedged ETF 2.9 65 20 6.4 +1.7
SSPY Syntax Stratified LargeCap ETF 2.9 30 55 6.7 +2.0
COWS Amplify Cash Flow Dividend Leaders ETF 2.9 0 85 11.8 +7.2
LGCF Themes US Cash Flow Champions ETF 2.9 30 55 8.3 +3.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.9 9 76 5.1 +0.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.9 9 76 6.1 +1.4
DCOR Dimensional US Core Equity 1 ETF 2.9 14 71 5.3 +0.7
RECS Columbia Research Enhanced Core ETF 2.9 15 70 5.6 +1.0
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.9 50 35 8.1 +3.5
QWLD SPDR MSCI World StrategicFactors ETF 2.9 30 55 5.9 +1.2
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.9 60 25 7.3 +2.7
GQI Natixis Gateway Quality Income ETF 2.9 34 51 5.0 +0.4
ONEY SPDR Russell 1000 Yield Focus ETF 2.8 20 65 9.5 +4.9
WTV WisdomTree US Value Fund of Benef Interest 2.8 12 73 8.9 +4.2
MOTG VanEck Morningstar Global Wide Moat ETF 2.8 52 33 7.6 +2.9
BMED Future Health ETF 2.8 85 0 0.5 -4.2
HAPY Harbor Human Capital Factor Unconstrained ETF 2.8 50 35 5.6 +1.0
ESGG FlexShares STOXX Global ESG Select Index Fund 2.8 42 43 5.3 +0.7
PXI Invesco Dorsey Wright Energy Momentum ETF 2.8 60 25 7.2 +2.5
QQMG Invesco ESG NASDAQ 100 ETF 2.8 20 65 4.1 -0.6
DANA Dana Unconstrained Equity ETF 2.8 50 35 2.9 -1.7
NDIV Amplify Natural Resources Dividend Income ETF 2.7 59 26 13.9 +9.3
HEAL Global X HealthTech ETF 2.7 50 35 -0.6 -5.2
CSD Invesco S&P Spin-Off ETF 2.7 65 20 4.3 -0.4
AVUS Avantis U.S. Equity ETF 2.7 15 70 5.7 +1.0
RSP Invesco S&P 500 Equal Weight ETF 2.7 20 65 6.6 +1.9
MAGA Point Bridge America First ETF 2.7 72 13 5.8 +1.1
ADME Aptus Drawdown Managed Equity ETF 2.7 79 6 4.0 -0.6
FXH First Trust Health Care AlphaDEX Fund 2.7 62 23 8.6 +3.9
VHT Vanguard Health Care ETF 2.7 9 76 6.2 +1.5
FXG First Trust Consumer Staples AlphaDEX Fund 2.7 63 22 8.6 +4.0
RPV Invesco S&P 500 Pure Value ETF 2.6 35 50 10.3 +5.7
VOX Vanguard Communication Services ETF 2.6 9 76 4.4 -0.3
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.6 65 20 7.9 +3.2
LRGF iShares U.S. Equity Factor ETF 2.6 8 77 5.3 +0.7
DFAC Dimensional U.S. Core Equity 2 ETF 2.6 17 68 5.4 +0.8
SILJ ETFMG Prime Junior Silver Miners ETF 2.6 69 16 2.1 -2.6
IMCB iShares Morningstar Mid-Cap ETF 2.6 4 81 6.0 +1.4
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.6 60 25 4.9 +0.2
EUSA iShares MSCI USA Equal Weighted ETF 2.6 9 76 6.1 +1.4
SEMG Suncoast Select Growth ETF 2.6 60 25 4.2 -0.5
WOMN Impact Shares YWCA Women's Empowerment ETF 2.6 75 10 5.4 +0.7
FIDU Fidelity MSCI Industrial Index ETF 2.6 8 77 4.5 -0.2
PPA Invesco Aerospace & Defense ETF 2.6 58 27 2.5 -2.2
MADE iShares U.S. Manufacturing ETF 2.6 40 45 5.1 +0.4
ROKT SPDR S&P Kensho Final Frontiers ETF 2.6 45 40 2.0 -2.7
XLI Industrial Select Sector SPDR Fund 2.6 8 77 4.4 -0.3
NATO Themes Transatlantic Defense ETF 2.6 35 50 2.4 -2.3
TOK iShares MSCI Kokusai ETF 2.5 26 59 5.0 +0.3
AIQ Global X Artificial Intelligence & Technology ETF 2.5 68 17 3.6 -1.0
DHS WisdomTree U.S. High Dividend Fund 2.5 38 47 8.1 +3.4
WLDR Affinity World Leaders Equity ETF 2.5 67 18 7.3 +2.6
VFVA Vanguard U.S. Value Factor ETF 2.5 13 72 10.8 +6.2
SIZE iShares MSCI USA Size Factor ETF 2.5 15 70 6.1 +1.4
FHLC Fidelity MSCI Health Care Index ETF 2.5 8 77 6.4 +1.8
HLAL Wahed FTSE USA Shariah ETF 2.5 50 35 4.6 -0.0
OCFS Otter Creek Focus Strategy ETF 2.5 85 0 4.1 -0.6
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 2.4 49 36 5.8 +1.1
KLMN Invesco MSCI North America Climate ETF 2.4 9 76 4.9 +0.2
FILL iShares MSCI Global Energy Producers ETF 2.4 39 46 11.7 +7.1
CBSE Clough Select Equity ETF 2.4 85 0 0.9 -3.8
GVIP Goldman Sachs Hedge Industry VIP ETF 2.4 45 40 3.1 -1.6
FDMO Fidelity Momentum Factor ETF 2.4 15 70 3.6 -1.1
URTH iShares MSCI World ETF 2.4 24 61 5.0 +0.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.4 10 75 5.1 +0.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.4 9 76 5.6 +0.9
LEAD Siren DIVCON Leaders Dividend ETF 2.4 43 42 4.2 -0.5
IXP iShares Global Comm Services ETF 2.3 42 43 5.3 +0.6
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 2.3 60 25 6.8 +2.1
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.3 49 36 9.4 +4.8
ABLD Abacus FCF Real Assets Leaders ETF 2.3 69 16 6.7 +2.0
IYJ iShares U.S. Industrials ETF 2.3 40 45 4.7 0.0
KOCG FIS Knights of Columbus Global Belief ETF 2.3 75 10 5.2 +0.6
ZECP Zacks Earnings Consistent Portfolio ETF 2.3 55 30 4.8 +0.2
VIS Vanguard Industrials ETF 2.3 9 76 4.5 -0.1
SNPE Xtrackers S&P 500 ESG ETF 2.2 10 75 5.0 +0.4
ONEV SPDR Russell 1000 Low Volatility Focus ETF 2.2 20 65 7.7 +3.0
JMOM JPMorgan U.S. Momentum Factor ETF 2.2 12 73 4.4 -0.2
CATH Global X S&P 500 Catholic Values Custom ETF 2.2 29 56 4.6 -0.1
FAB First Trust Multi Cap Value AlphaDEX Fund 2.2 67 18 9.9 +5.2
ONEQ Fidelity Nasdaq Composite Index ETF 2.2 21 64 3.6 -1.0
HDUS Hartford Disciplined US Equity ETF 2.2 19 66 5.6 +0.9
IXJ iShares Global Healthcare ETF 2.2 42 43 7.3 +2.7
INRO iShares U.S. Industry Rotation Active ETF 2.2 42 43 4.2 -0.5
SWP SWP Growth & Income ETF 2.2 99 -14 4.0 -0.7
HGRO Hedgeye Quality Growth ETF 2.2 70 15 3.3 -1.3
NUKZ Range Nuclear Renaissance Index ETF 2.2 85 0 1.9 -2.7
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 2.2 29 56 6.5 +1.8
TDV ProShares S&P Technology Dividend Aristocrats ETF 2.2 45 40 5.4 +0.7
WFH Direxion Work From Home ETF 2.2 45 40 3.8 -0.8
CIBR First Trust NASDAQ Cybersecurity ETF 2.2 60 25 4.0 -0.7
FDN First Trust Dow Jones Internet Index Fund 2.2 52 33 3.0 -1.6
FDND FT Vest Dow Jones Internet & Target Income ETF 2.2 75 10 2.9 -1.8
SKYY First Trust Cloud Computing ETF 2.2 60 25 2.7 -2.0
XPND First Trust Expanded Technology ETF 2.2 65 20 3.8 -0.9
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 2.2 41 44 5.9 +1.3
XLK Technology Select Sector SPDR Fund 2.2 8 77 4.4 -0.3
XNTK SPDR NYSE Technology ETF 2.2 35 50 3.5 -1.2
XTL SPDR S&P Telecom ETF 2.2 35 50 2.0 -2.6
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 2.2 60 25 3.4 -1.3
TRFK Pacer Data and Digital Revolution ETF 2.2 60 25 2.8 -1.8
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 2.2 79 6 4.4 -0.3
SIXG Defiance Connective Technologies ETF 2.2 30 55 3.5 -1.2
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 2.2 65 20 4.7 +0.0
TBG TBG Dividend Focus ETF 2.2 59 26 7.9 +3.3
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 2.2 60 25 3.6 -1.0
IETC iShares U.S. Tech Independence Focused ETF 2.2 18 67 3.6 -1.0
DEUS Xtrackers Russell US Multifactor ETF 2.2 17 68 7.0 +2.4
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 2.2 58 27 4.6 -0.1
FLRG Fidelity U.S. Multifactor ETF 2.2 15 70 6.9 +2.2
ESGU iShares ESG Aware MSCI USA ETF 2.2 15 70 4.7 -0.0
EQAL Invesco Russell 1000 Equal Weight ETF 2.1 20 65 6.8 +2.1
GVLU Gotham 1000 Value ETF 2.1 50 35 8.9 +4.2
JVAL JPMorgan U.S. Value Factor ETF 2.1 12 73 8.0 +3.4
ACWI iShares MSCI ACWI ETF 2.1 32 53 5.4 +0.8
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.1 25 60 5.3 +0.6
DRIV Global X Autonomous & Electric Vehicles ETF 2.1 68 17 4.9 +0.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.1 8 77 4.9 +0.2
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.1 49 36 3.8 -0.9
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.1 7 78 5.0 +0.4
GINN Goldman Sachs Innovate Equity ETF 2.1 52 33 3.6 -1.1
LIVR Intelligent Livermore ETF 2.1 69 16 5.3 +0.6
DXUV Dimensional US Vector Equity ETF 2.1 28 57 6.2 +1.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 2.1 35 50 5.9 +1.2
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.1 61 24 1.3 -3.3
JGLO JPMorgan Global Select Equity ETF 2.0 33 52 4.9 +0.3
KRMA Global X Conscious Companies ETF 2.0 43 42 5.8 +1.1
VT Vanguard Total World Stock ETF 2.0 6 79 5.8 +1.1
FLQL Franklin LibertyQ U.S. Equity ETF 2.0 15 70 5.2 +0.6
VFLO VictoryShares Free Cash Flow ETF 2.0 39 46 10.4 +5.8
FFTY Innovator IBD 50 ETF 2.0 80 5 -2.3 -7.0
BGDV Bahl & Gaynor Dividend ETF 2.0 45 40 4.6 -0.0
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 2.0 40 45 5.4 +0.7
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 2.0 60 25 9.2 +4.5
IMTM iShares MSCI Intl Momentum Factor ETF 2.0 30 55 5.3 +0.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.0 20 65 5.0 +0.3
PEXL Pacer US Export Leaders ETF 2.0 60 25 4.5 -0.1
VUSE Vident U.S. Equity Strategy ETF 2.0 50 35 4.5 -0.2
EMOT First Trust S&P 500 Economic Moat ETF 2.0 60 25 7.9 +3.2
VO Vanguard Mid-Cap ETF 1.9 4 81 5.7 +1.1
EIPX FT Energy Income Partners Strategy ETF 1.9 95 -10 7.5 +2.9
JHID John Hancock International High Dividend ETF 1.9 46 39 9.4 +4.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.9 45 40 4.3 -0.3
FTDS First Trust Dividend Strength ETF 1.9 70 15 7.6 +3.0
SFY SoFi Select 500 ETF 1.9 0 85 4.3 -0.3
STXG Strive 1000 Growth ETF 1.9 18 67 3.8 -0.9
SPXN ProShares S&P 500 Ex-Financials ETF 1.9 9 76 4.8 +0.2
IWS iShares Russell Mid-Cap Value ETF 1.9 23 62 6.7 +2.0
GINX SGI Enhanced Global Income ETF 1.9 98 -13 7.0 +2.3
SMRI Bushido Capital US Equity ETF 1.9 71 14 9.6 +4.9
RUNN Running Oak Efficient Growth ETF 1.9 58 27 4.9 +0.3
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.8 25 60 11.0 +6.3
AVMC Avantis U.S. Mid Cap Equity ETF 1.8 18 67 6.9 +2.2
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.8 55 30 10.0 +5.3
DFSU Dimensional US Sustainability Core 1 ETF 1.8 18 67 5.3 +0.6
FTEC Fidelity MSCI Information Technology Index ETF 1.8 8 77 3.9 -0.8
HAPI Harbor Human Capital Factor US Large Cap ETF 1.8 36 49 4.8 +0.1
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.8 15 70 4.8 +0.2
XLP Consumer Staples Select Sector SPDR Fund 1.7 8 77 6.2 +1.5
SYLD Cambria Shareholder Yield ETF 1.7 59 26 11.7 +7.0
SIXL ETC 6 Meridian Low Beta Equity ETF 1.7 80 5 6.2 +1.5
KNO AXS Knowledge Leaders ETF 1.7 78 7 6.0 +1.3
CCNR ALPS CoreCommodity Natural Resources ETF 1.7 39 46 10.7 +6.0
FDCF Fidelity Disruptive Communications ETF 1.7 50 35 2.6 -2.0
AIEQ AI Powered Equity ETF 1.7 75 10 3.7 -1.0
KLMT Invesco MSCI Global Climate 500 ETF 1.7 10 75 5.6 +1.0
WWJD Inspire International ETF 1.7 80 5 7.2 +2.6
HLGE Hartford Longevity Economy ETF 1.7 44 41 -0.4 -5.0
DEW WisdomTree Global High Dividend Fund 1.7 58 27 8.3 +3.6
IGM iShares Expanded Tech Sector ETF 1.7 41 44 3.7 -0.9
GDIV Harbor Dividend Growth Leaders ETF 1.7 50 35 5.2 +0.5
IYM iShares U.S. Basic Materials ETF 1.7 40 45 6.0 +1.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.6 20 65 6.4 +1.8
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.6 49 36 4.6 -0.1
NULV Nuveen ESG Large-Cap Value ETF 1.6 26 59 6.4 +1.7
EXI iShares Global Industrials ETF 1.6 42 43 4.5 -0.2
SIMS SPDR S&P Kensho Intelligent Structures ETF 1.6 45 40 5.4 +0.7
ESGV Vanguard ESG U.S. Stock ETF 1.6 9 76 4.6 -0.0
WRND IQ Global Equity R&D Leaders ETF 1.6 18 67 8.0 +3.4
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.6 15 70 7.6 +2.9
ONEO SPDR Russell 1000 Momentum Focus ETF 1.6 20 65 7.0 +2.3
DIHP Dimensional International High Profitability ETF 1.6 29 56 7.1 +2.4
VWID Virtus WMC International Dividend ETF 1.6 49 36 8.3 +3.7
TMDV ProShares Russell US Dividend Growers ETF 1.6 35 50 6.5 +1.8
USXF iShares ESG Advanced MSCI USA ETF 1.5 10 75 4.6 -0.1
VFQY Vanguard U.S. Quality Factor ETF 1.5 13 72 6.3 +1.7
DGRW WisdomTree US Quality Dividend Growth Fund 1.5 28 57 5.4 +0.8
LRGE ClearBridge Large Cap Growth ESG ETF 1.5 59 26 3.9 -0.7
AVSU Avantis Responsible U.S. Equity ETF 1.5 15 70 5.9 +1.2
DSI iShares MSCI KLD 400 Social ETF 1.5 25 60 4.7 +0.1
VOOG Vanguard S&P 500 Growth ETF 1.5 7 78 4.0 -0.7
IVW iShares S&P 500 Growth ETF 1.5 18 67 3.9 -0.8
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.5 35 50 6.2 +1.5
SPYG SPDR Portfolio S&P 500 Growth ETF 1.5 4 81 4.0 -0.7
DUHP Dimensional US High Profitability ETF 1.5 21 64 6.3 +1.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.5 24 61 8.1 +3.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.4 20 65 5.6 +0.9
IMCG iShares Morningstar Mid-Cap Growth ETF 1.4 6 79 4.0 -0.7
AVMV Avantis U.S. Mid Cap Value ETF 1.4 20 65 8.7 +4.0
FTC First Trust Large Cap Growth AlphaDEX Fund 1.4 59 26 2.7 -2.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.4 9 76 4.8 +0.1
IWR iShares Russell Midcap ETF 1.4 19 66 5.7 +1.1
SDY SPDR S&P Dividend ETF 1.4 35 50 6.7 +2.0
IXN iShares Global Tech ETF 1.4 41 44 3.5 -1.1
BITQ Bitwise Crypto Industry Innovators ETF 1.4 85 0 -2.4 -7.0
RJMG FT Raymond James Multicap Growth Equity ETF 1.4 85 0 1.9 -2.7
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 1.4 40 45 4.0 -0.7
KCE SPDR S&P Capital Markets ETF 1.4 35 50 5.5 +0.9
BLOK Amplify Transformational Data Sharing ETF 1.4 75 10 -0.4 -5.0
BCDF Horizon Kinetics Blockchain Development ETF 1.4 85 0 4.1 -0.5
TOLL Tema Durable Quality ETF 1.4 75 10 5.2 +0.5
FMKT The Free Markets ETF 1.4 76 9 1.5 -3.2
VGT Vanguard Information Technology ETF 1.4 9 76 3.8 -0.9
RSPT Invesco S&P 500 Equal Weight Technology ETF 1.4 40 45 5.5 +0.8
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.4 68 17 2.4 -2.2
FITE SPDR S&P Kensho Future Security ETF 1.4 45 40 1.6 -3.1
IUSG iShares Core S&P U.S. Growth ETF 1.4 4 81 4.1 -0.6
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.4 30 55 9.0 +4.3
YALL God Bless America ETF 1.4 65 20 3.6 -1.1
BLES Inspire Global Hope ETF 1.4 61 24 6.8 +2.1
NUMV Nuveen ESG Mid-Cap Value ETF 1.3 31 54 7.0 +2.3
SHE SPDR MSCI USA Gender Diversity ETF 1.3 20 65 5.0 +0.4
ECML Euclidean Fundamental Value ETF 1.3 95 -10 11.1 +6.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.3 12 73 5.1 +0.4
RSHO Tema American Reshoring ETF 1.3 75 10 4.5 -0.2
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 1.3 20 65 6.3 +1.7
WCEO Hypatia Women CEO ETF 1.3 85 0 3.7 -0.9
IOO iShares Global 100 ETF 1.3 41 44 4.7 0.0
VFMF Vanguard U.S. Multifactor ETF 1.3 18 67 7.9 +3.2
SRHQ SRH U.S. Quality ETF 1.2 35 50 7.5 +2.9
SPHQ Invesco S&P 500 Quality ETF 1.2 15 70 5.5 +0.8
TXS Texas Capital Texas Equity Index ETF 1.2 49 36 5.6 +0.9
NXTG First Trust Indxx NextG ETF 1.2 70 15 5.2 +0.5
PBW Invesco WilderHill Clean Energy ETF 1.2 66 19 -3.6 -8.3
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.2 60 25 9.3 +4.7
AVDE Avantis International Equity ETF 1.2 23 62 7.2 +2.6
KOMP SPDR S&P Kensho New Economies Composite ETF 1.2 20 65 2.5 -2.2
NACP Impact Shares NAACP Minority Empowerment ETF 1.1 49 36 4.7 +0.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 1.1 39 46 6.6 +1.9
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.1 75 10 7.3 +2.6
BOUT Innovator IBD Breakout Opportunities ETF 1.1 81 4 2.7 -1.9
RSPN Invesco S&P 500 Equal Weight Industrials ETF 1.1 40 45 5.1 +0.5
SGLC SGI U.S. Large Cap Core ETF 1.1 85 0 3.9 -0.7
MEDI Harbor Health Care ETF 1.1 80 5 -1.4 -6.1
STXI Strive International Developed Markets ETF 1.1 29 56 6.6 +1.9
VSLU Applied Finance Valuation Large Cap ETF 1.1 49 36 5.5 +0.8
AVSD Avantis Responsible International Equity ETF 1.1 23 62 5.6 +0.9
MID American Century Mid Cap Growth Impact ETF 1.1 45 40 3.2 -1.5
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 1.1 68 17 2.6 -2.1
QTUM Defiance Quantum ETF 1.1 40 45 5.3 +0.7
VRAI Virtus Real Asset Income ETF 1.1 55 30 10.1 +5.4
BKIE BNY Mellon International Equity ETF 1.1 4 81 6.9 +2.3
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 1.1 15 70 7.6 +2.9
FSCS First Trust SMID Capital Strength ETF 1.1 60 25 7.1 +2.4
FMDE Fidelity Enhanced Mid Cap ETF 1.1 23 62 5.7 +1.1
SPGP Invesco S&P 500 GARP ETF 1.0 34 51 6.5 +1.8
JGRO JPMorgan Active Growth ETF 1.0 44 41 3.3 -1.4
PTL Inspire 500 ETF 1.0 9 76 5.1 +0.5
VDC Vanguard Consumer Staples ETF 1.0 9 76 5.8 +1.2
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 1.0 8 77 5.8 +1.2
OPTZ Optimize Strategy Index ETF 1.0 50 35 4.6 -0.1
QUAL iShares MSCI USA Quality Factor ETF 1.0 15 70 5.4 +0.7
FPX First Trust US Equity Opportunities ETF 1.0 61 24 0.9 -3.7
ION ProShares S&P Global Core Battery Metals ETF 1.0 58 27 9.1 +4.5
IQRA IQ CBRE Real Assets ETF 1.0 65 20 5.7 +1.0
XT iShares Exponential Technologies ETF 1.0 46 39 4.9 +0.2
NULC Nuveen ESG Large-Cap ETF 1.0 21 64 4.7 -0.0
APIE ActivePassive International Equity ETF 1.0 45 40 7.4 +2.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.9 10 75 4.9 +0.2
TPHD Timothy Plan High Dividend Stock ETF 0.9 52 33 7.1 +2.4
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.9 54 31 7.1 +2.4
QINT American Century Quality Diversified International ETF 0.9 39 46 7.2 +2.6
RCGE RockCreek Global Equality ETF 0.9 95 -10 6.6 +2.0
ARKX ARK Space Exploration & Innovation ETF 0.9 75 10 -0.3 -5.0
UMMA Wahed Dow Jones Islamic World ETF 0.9 65 20 5.3 +0.7
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.9 45 40 8.7 +4.0
TAX Cambria Tax Aware ETF 0.9 49 36 5.0 +0.3
FNDF Schwab Fundamental International Large Co. Index ETF 0.9 25 60 9.4 +4.8
FSST Fidelity Sustainable U.S. Equity ETF 0.9 59 26 4.3 -0.4
NANC Unusual Whales Subversive Democratic Trading ETF 0.9 75 10 3.6 -1.0
PKW Invesco Buyback Achievers ETF 0.9 62 23 7.2 +2.5
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.9 30 55 8.3 +3.6
RBLD First Trust Alerian US NextGen Infrastructure ETF 0.9 65 20 4.9 +0.2
SUSA iShares MSCI USA ESG Select ETF 0.9 25 60 4.7 +0.0
GLOF iShares Global Equity Factor ETF 0.9 20 65 6.3 +1.7
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.9 10 75 4.3 -0.4
AVIV Avantis International Large Cap Value ETF 0.9 25 60 8.4 +3.8
BFOR ALPS Barron's 400 ETF 0.8 65 20 6.0 +1.3
SPHB Invesco S&P 500 High Beta ETF 0.8 25 60 4.6 -0.1
ALTL Pacer Lunt Large Cap Alternator ETF 0.8 60 25 4.2 -0.5
VAMO Cambria Value & Momentum ETF 0.8 61 24 5.7 +1.1
QNXT iShares Nasdaq-100 ex Top 30 ETF 0.8 20 65 4.4 -0.3
DFSI Dimensional International Sustainability Core 1 ETF 0.8 24 61 6.2 +1.6
CGDG Capital Group Dividend Growers ETF 0.8 47 38 6.2 +1.5
RND First Trust Bloomberg R&D Leaders ETF 0.8 60 25 3.5 -1.1
PRAY FIS Christian Stock Fund 0.8 69 16 5.1 +0.5
SCHF Schwab International Equity ETF 0.8 6 79 7.2 +2.5
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 0.8 32 53 6.0 +1.3
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.8 18 67 7.8 +3.2
FENI Fidelity Enhanced International ETF 0.8 28 57 6.4 +1.8
UIVM VictoryShares International Value Momentum ETF 0.8 35 50 8.8 +4.2
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.7 41 44 7.4 +2.7
CIL VictoryShares International Volatility Wtd ETF 0.7 45 40 6.5 +1.9
IDEV iShares Core MSCI International Developed Markets ETF 0.7 4 81 6.9 +2.2
KXI iShares Global Consumer Staples ETF 0.7 41 44 5.6 +0.9
IGRO iShares International Dividend Growth ETF 0.7 15 70 7.2 +2.5
STXD Strive 1000 Dividend Growth ETF 0.7 35 50 4.8 +0.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.7 64 21 2.2 -2.5
GOP Unusual Whales Subversive Republican Trading ETF 0.7 50 35 5.5 +0.8
VEA Vanguard FTSE Developed Markets ETF 0.7 3 82 7.1 +2.4
VYMI Vanguard International High Dividend Yield ETF 0.7 17 68 9.4 +4.8
SUSL iShares ESG MSCI USA Leaders ETF 0.7 10 75 4.9 +0.2
FXZ First Trust Materials AlphaDEX Fund 0.7 61 24 9.8 +5.2
SPDW SPDR Portfolio Developed World ex-US ETF 0.7 3 82 6.9 +2.2
MTUM iShares MSCI USA Momentum Factor ETF 0.7 15 70 3.4 -1.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.6 52 33 5.6 +0.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.6 58 27 5.5 +0.9
STCE Schwab Crypto Thematic ETF 0.6 30 55 0.8 -3.8
IDLV Invesco S&P International Developed Low Volatility ETF 0.6 25 60 6.2 +1.6
AIS VistaShares Artificial Intelligence Supercycle ETF 0.6 75 10 2.8 -1.9
QDF FlexShares Quality Dividend Index Fund 0.6 37 48 6.1 +1.4
DURA VanEck Durable High Dividend ETF 0.6 29 56 8.6 +4.0
FLDZ RiverNorth Patriot ETF 0.6 75 10 6.1 +1.4
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.6 12 73 5.9 +1.2
HOMZ Hoya Capital Housing ETF 0.6 30 55 9.2 +4.6
ACWX iShares MSCI ACWI ex U.S. ETF 0.6 34 51 7.6 +2.9
BIBL Inspire 100 ETF 0.6 35 50 5.1 +0.4
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.6 25 60 7.0 +2.3
RAYD Rayliant Quantitative Developed Market Equity ETF 0.6 80 5 4.3 -0.3
VEU Vanguard FTSE All-World ex-US Index Fund 0.6 4 81 7.9 +3.3
CGGR Capital Group Growth ETF 0.5 39 46 3.1 -1.6
FEOE First Eagle Overseas Equity ETF 0.5 79 6 7.8 +3.1
VXUS Vanguard Total International Stock ETF 0.5 5 80 7.7 +3.1
EMC Global X Emerging Markets Great Consumer ETF 0.5 75 10 10.8 +6.1
EMM Global X Emerging Markets ex-China ETF 0.5 75 10 6.3 +1.7
IXUS iShares Core MSCI Total International Stock ETF 0.5 7 78 7.7 +3.1
CWI SPDR MSCI ACWI ex-US ETF 0.5 30 55 7.5 +2.8
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.5 39 46 7.8 +3.1
JHMM John Hancock Multifactor Mid Cap ETF 0.5 42 43 6.3 +1.7
TPIF Timothy Plan International ETF 0.5 62 23 6.1 +1.5
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.5 65 20 2.0 -2.6
MEDX Horizon Kinetics Medical ETF 0.4 85 0 2.0 -2.7
IQLT iShares MSCI Intl Quality Factor ETF 0.4 30 55 6.2 +1.5
VFMO Vanguard U.S. Momentum Factor ETF 0.4 13 72 2.9 -1.7
FSMD Fidelity Small-Mid Multifactor ETF 0.4 15 70 7.0 +2.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.4 10 75 4.3 -0.4
SCHM Schwab U.S. Mid-Cap ETF 0.4 4 81 6.6 +1.9
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.4 80 5 9.3 +4.6
JSTC Adasina Social Justice All Cap Global ETF 0.4 89 -4 4.8 +0.1
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.4 30 55 7.7 +3.0
RNIN Bushido Capital US SMID Cap Equity ETF 0.3 70 15 10.3 +5.6
FDEV Fidelity International Multifactor ETF 0.3 18 67 7.3 +2.7
DFIC Dimensional International Core Equity 2 ETF 0.3 23 62 7.3 +2.6
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 0.3 40 45 3.2 -1.5
ETHO Etho Climate Leadership U.S. ETF 0.3 47 38 5.3 +0.6
DON WisdomTree U.S. MidCap Dividend Fund 0.3 38 47 8.8 +4.2
VSGX Vanguard ESG International Stock ETF 0.3 10 75 7.5 +2.9
DXIV Dimensional International Vector Equity ETF 0.3 34 51 7.7 +3.0
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.3 24 61 7.3 +2.6
ILCG iShares Morningstar Growth ETF 0.3 4 81 3.6 -1.1
PSET Principal Quality ETF 0.3 15 70 5.3 +0.7
DFAI Dimensional International Core Equity Market ETF 0.2 18 67 7.0 +2.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.2 65 20 3.5 -1.2
PRXG Praxis Impact Large Cap Growth ETF 0.2 36 49 3.6 -1.1
SCHG Schwab U.S. Large-Cap Growth ETF 0.2 4 81 3.9 -0.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.1 12 73 4.4 -0.3
FBCG Fidelity Blue Chip Growth ETF 0.1 59 26 2.7 -1.9
IWP iShares Russell Mid-Cap Growth ETF 0.1 23 62 3.4 -1.3
AVUQ Avantis U.S. Quality ETF 0.1 15 70 4.3 -0.4
PRNT 3D Printing ETF 0.1 66 19 1.3 -3.4
LQPE PEO AlphaQuest Thematic PE ETF 0.1 125 -40 5.1 +0.5
INTF iShares International Equity Factor ETF 0.0 15 70 7.5 +2.8
IMFL Invesco International Developed Dynamic Multifactor ETF 0.0 34 51 6.0 +1.3
AMZA InfraCap MLP ETF 0.0 164 -79 8.2 +3.5
IWF iShares Russell 1000 Growth ETF 0.0 19 66 4.3 -0.4
VONG Vanguard Russell 1000 Growth ETF 0.0 7 78 4.4 -0.3

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:		 Absolute Select Value ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

UNDERWEIGHT
Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 11.4 %
Divided by: Fwd. P/BV 2.1 x
Less: Expense ratio 85 bp
Equals: ALTAR Score 4.7 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.75 CATEGORY
AVERAGE		 1.59
 
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.