Anfield U.S. Equity Sector Rotation ETF
ALTAR
Score™
5.1% info Recommen-
dation
UNDERWEIGHT
2022E    2023E
P/E
ratio
18.0x P/Sales
ratio
2.1x
P/BV
ratio
4.1x Div.
yield
1.7%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
AESR is an actively managed fund-of-funds of large-cap US equities that uses macroeconomic and forecasting methodology to pursue a sector rotation strategy.

FUND BASICS
Category US Equities
Fund Sponsor Northern Lights
Website regentsparkfunds.com
Inception date Dec 16, 2019
Assets (mns) $132
Currency USD
Expense ratio 112 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 24
Wgt avg mkt cap (mns) $369,161
Large cap (>$10bn) 92.6%
Mid cap ($2-10bn) 0.5%
Small cap (<$2bn) 0.0%
Developed mkts 94.5%
Emerging mkts 0.1%

TOP TEN HOLDINGS
HEALTH CARE SELECT SECTOR SPDR FUN 22.5 %
CONSUMER STAPLES SELECT SECTOR SPD 15.0 %
TECHNOLOGY SELECT SECTOR SPDR FUND 11.5 %
INVESCO QQQ TRUST 11.2 %
SPDR S&P 500 ETF TRUST 10.8 %
ENERGY SELECT SECTOR SPDR FUND 10.3 %
CONSUMER DISCRETIONARY SELECT SECT 7.5 %
INDUSTRIAL SELECT SECTOR SPDR FUND 7.1 %
UTILITIES SELECT SECTOR SPDR FUND 5.0 %
EXXON MOBIL CORP 0.4 %
Total 101.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 92.4 %
IRELAND 1.4 %
NETHERLANDS 0.2 %
BRITAIN 0.1 %
SWITZERLAND 0.1 %
CHINA 0.1 %
ARGENTINA 0.0 %
BERMUDA 0.0 %



HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru November 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-13.2% -10.1% -- -- 9.4%

Market Correlations
versus... Beta R-squared
S&P500 0.96 98%
MSCI EAFE 0.88 81%
MSCI Emg. Mkts. 0.64 46%

Technical Indicators
Recent close $12.08
30d moving avg. $11.63
Annualized volatility 21.0%
Short interest (ETF) 0.0%
Relative strength (RSI) 68

Liquidity measures
Avg. volume (thou.) 39
Turnover 0.4%
Bid/Ask (% of price) 0.25%
ADV underlying (mns) $48,411

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 634 potential alternatives to the Anfield U.S. Equity Sector Rotation ETF ETF based on the alternatives' overlap in portfolio holdings with AESR. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: AESR Expense: 112 bp ALTAR Score™: 5.1%


ALTERNATIVE ETFs BASED ON OVERLAP WITH AESR
Ticker Fund
Name
Overlap1
vs AESR
(%)
Expense
ratio
(bp)
Savings
vs AESR
(bp)
ALTAR
Score™
(%)
ALTAR
vs AESR
(%)
EQL ALPS Equal Sector Weight ETF 58.8 27 85 6.1 +1.0
RSPY Revere Sector Opportunity ETF 57.7 111 1 5.2 +0.1
XLSR SPDR SSGA U.S. Sector Rotation ETF 56.3 70 42 5.6 +0.5
SSUS Day Hagan/Ned Davis Research Smart Sector ETF 46.0 80 32 5.8 +0.7
SPMO Invesco S&P 500 Momentum ETF 4.8 13 99 6.1 +1.0
FDMO Fidelity Momentum Factor ETF 4.4 29 83 5.7 +0.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.0 18 94 8.1 +3.1
SIXH 6 Meridian Hedged Equity-Index Option Strategy ETF 4.0 87 25 7.2 +2.1
SSPY Syntax Stratified LargeCap ETF 3.9 30 82 7.0 +1.9
MTUM iShares MSCI USA Momentum Factor ETF 3.9 15 97 6.2 +1.1
APXH Apex Healthcare ETF 3.9 90 22 8.6 +3.5
VFMO Vanguard U.S. Momentum Factor ETF 3.8 13 99 2.9 -2.2
FEX First Trust Large Cap Core AlphaDEX Fund 3.7 59 53 7.3 +2.3
AUSF Global X Adaptive U.S. Factor ETF 3.7 27 85 6.5 +1.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 3.7 12 100 6.2 +1.2
CFA VictoryShares US 500 Volatility Weighted Index ETF 3.6 35 77 6.9 +1.8
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 3.6 15 97 6.4 +1.3
SPXT ProShares S&P 500 Ex-Technology ETF 3.5 27 85 6.3 +1.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3.5 9 103 6.9 +1.8
JMIN JPMorgan U.S. Minimum Volatility ETF 3.4 12 100 0.0 -5.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.4 29 83 7.5 +2.5
SPXN ProShares S&P 500 Ex-Financials ETF 3.3 27 85 6.1 +1.0
JCTR JPMorgan Carbon Transition U.S. Equity ETF 3.3 15 97 5.9 +0.9
PRF Invesco FTSE RAFI US 1000 ETF 3.3 39 73 7.6 +2.5
RSP Invesco S&P 500 Equal Weight ETF 3.2 20 92 6.7 +1.6
AFLG First Trust Active Factor Large Cap ETF 3.2 55 57 7.2 +2.2
JHML John Hancock Multifactor Large Cap ETF 3.2 29 83 6.5 +1.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.1 25 87 7.1 +2.1
JMOM JPMorgan U.S. Momentum Factor ETF 3.1 12 100 6.3 +1.2
ILCV iShares Morningstar Value ETF 3.1 4 108 7.5 +2.4
JAVA JPMorgan Active Value ETF 3.1 44 68 6.6 +1.6
JEPI JPMorgan Equity Premium Income ETF 3.1 35 77 5.7 +0.6
AVUS Avantis U.S. Equity ETF 3.1 15 97 7.0 +1.9
IWX iShares Russell Top 200 Value ETF 3.1 20 92 7.3 +2.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.1 29 83 5.9 +0.8
JDIV JPMorgan U.S. Dividend ETF 3.0 12 100 0.0 -5.1
VLU SPDR S&P 1500 Value Tilt ETF 3.0 12 100 8.1 +3.1
VTV Vanguard Value Index Fund 3.0 4 108 7.6 +2.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 3.0 7 105 6.2 +1.1
DIVB iShares U.S. Dividend & Buyback ETF 3.0 5 107 7.9 +2.9
IUS Invesco Strategic US ETF 3.0 19 93 7.6 +2.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.0 9 103 6.5 +1.4
XYLD Global X S&P 500 Covered Call ETF 3.0 60 52 5.8 +0.7
PBP Invesco S&P 500 BuyWrite ETF 3.0 49 63 5.8 +0.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 3.0 75 37 6.9 +1.9
QUS SPDR MSCI USA StrategicFactors ETF 3.0 15 97 6.7 +1.6
XRMI Global X S&P 500 Risk Managed Income ETF 3.0 60 52 5.7 +0.7
XYLG Global X S&P 500 Covered Call & Growth ETF 2.9 60 52 5.7 +0.7
DLN WisdomTree U.S. LargeCap Dividend Fund 2.9 28 84 7.0 +2.0
DTD WisdomTree U.S.Total Dividend Fund 2.9 28 84 7.2 +2.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.9 14 98 6.2 +1.2
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 2.9 17 95 6.5 +1.4
ROUS Hartford Multifactor US Equity ETF 2.9 19 93 7.9 +2.9
XTR Global X S&P 500 Tail Risk ETF 2.9 60 52 6.0 +0.9
FNDX Schwab Fundamental U.S. Large Co. Index ETF 2.9 25 87 7.7 +2.6
EPS WisdomTree U.S. Earnings 500 Fund 2.9 8 104 7.6 +2.6
GSPY Gotham Enhanced 500 ETF 2.9 50 62 6.8 +1.8
VOOV Vanguard S&P 500 Value ETF 2.9 10 102 6.9 +1.8
IVV iShares Core S&P 500 ETF 2.9 3 109 6.3 +1.3
IVE iShares S&P 500 Value ETF 2.9 18 94 6.8 +1.7
SPY SPDR S&P 500 ETF Trust 2.9 9 103 6.3 +1.2
SPYV SPDR Portfolio S&P 500 Value ETF 2.9 4 108 6.9 +1.9
VOO VANGUARD S&P 500 ETF 2.9 3 109 6.3 +1.3
SPLG SPDR Portfolio S&P 500 ETF 2.9 3 109 6.3 +1.3
QVML Invesco S&P 500 QVM Multi-factor ETF 2.9 11 101 6.5 +1.4
RWL Invesco S&P 500 Revenue ETF 2.9 39 73 7.2 +2.1
MGV Vanguard Mega Cap Value ETF 2.9 7 105 7.5 +2.4
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 2.9 20 92 7.8 +2.7
IWD iShares Russell 1000 Value ETF 2.9 18 94 7.2 +2.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.9 2 110 6.2 +1.1
VOTE Engine No. 1 Transform 500 ETF 2.8 5 107 6.2 +1.2
XCLR Global X S&P 500 Collar 95-110 ETF 2.8 60 52 5.8 +0.8
XVOL Acruence Active Hedge U.S. Equity ETF 2.8 83 29 5.8 +0.7
VONV Vanguard Russell 1000 Value Index Fund 2.8 8 104 7.4 +2.3
ESGU iShares MSCI USA ESG Optimized ETF 2.8 15 97 6.2 +1.1
FNDB Schwab Fundamental U.S. Broad Market Index ETF 2.8 25 87 7.6 +2.5
VV Vanguard Large-Cap Index Fund 2.8 4 108 6.2 +1.1
SPTM SPDR Portfolio Total Stock Market ETF 2.8 3 109 6.4 +1.4
ILCB iShares Morningstar U.S. Equity ETF 2.8 3 109 6.2 +1.1
PBUS Invesco PureBeta MSCI USA ETF 2.8 4 108 6.2 +1.2
SCHX Schwab U.S. Large-Cap ETF 2.8 3 109 6.2 +1.1
IUSV iShares Core S&P U.S. Value ETF 2.8 4 108 7.0 +1.9
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.8 30 82 6.1 +1.1
FTC First Trust Large Cap Growth AlphaDEX Fund 2.8 59 53 4.8 -0.3
DFUS Dimensional U.S. Equity ETF 2.8 11 101 6.2 +1.1
IWB iShares Russell 1000 ETF 2.8 15 97 6.1 +1.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.8 11 101 6.1 +1.1
VONE Vanguard Russell 1000 ETF 2.8 8 104 6.1 +1.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.8 63 49 3.4 -1.6
SCHK Schwab 1000 Index ETF 2.8 5 107 6.2 +1.1
TTAC TrimTabs US Free Cash Flow Quality ETF 2.8 59 53 6.9 +1.8
IYY iShares Dow Jones U.S. ETF 2.8 20 92 6.0 +0.9
SFY SoFi Select 500 ETF 2.8 0 112 6.3 +1.2
VSLU Applied Finance Valuation Large Cap ETF 2.8 49 63 7.5 +2.4
LRGF iShares Edge MSCI Multifactor USA ETF 2.8 8 104 7.1 +2.1
DFAU Dimensional US Core Equity Market ETF 2.7 12 100 6.3 +1.2
DFAC Dimensional U.S. Core Equity 2 ETF 2.7 19 93 6.7 +1.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.7 9 103 6.4 +1.3
VTI Vanguard Total Stock Market Index Fund 2.7 3 109 5.9 +0.8
SCHB Schwab U.S. Broad Market ETF 2.7 3 109 6.0 +1.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.7 3 109 5.9 +0.9
IWV iShares Russell 3000 ETF 2.7 20 92 5.8 +0.8
VTHR Vanguard Russell 3000 Index Fund 2.7 10 102 6.0 +0.9
VYM Vanguard High Dividend Yield Index ETF 2.7 6 106 7.8 +2.7
QLC FlexShares US Quality Large Cap Index Fund 2.7 25 87 7.1 +2.0
LVOL American Century Low Volatility ETF 2.7 29 83 5.6 +0.5
EQAL Invesco Russell 1000 Equal Weight ETF 2.7 20 92 6.5 +1.4
WOMN Impact Shares YWCA Women's Empowerment ETF 2.6 75 37 6.1 +1.1
SIZE iShares MSCI USA Size Factor ETF 2.6 15 97 6.0 +0.9
MGC Vanguard Mega Cap Index Fund 2.6 7 105 6.1 +1.1
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 2.6 35 77 7.7 +2.7
VDNI V-Shares US Leadership Diversity ETF 2.6 29 83 6.6 +1.6
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 2.6 25 87 6.5 +1.4
GBLO Global Beta Low Beta ETF 2.6 29 83 0.0 -5.1
TOK iShares MSCI Kokusai ETF 2.6 25 87 6.5 +1.4
KOKU Xtrackers MSCI Kokusai Equity ETF 2.6 9 103 6.7 +1.6
FLQL Franklin LibertyQ U.S. Equity ETF 2.5 15 97 7.8 +2.8
EUSA iShares MSCI USA Equal Weighted ETF 2.5 9 103 6.2 +1.1
URTH iShares MSCI World ETF 2.5 24 88 6.6 +1.5
IWL iShares Russell Top 200 ETF 2.5 15 97 6.1 +1.0
QWLD SPDR MSCI World StrategicFactors ETF 2.5 30 82 7.0 +1.9
BKLC BNY Mellon US Large Cap Core Equity ETF 2.5 0 112 6.2 +1.1
FDLO Fidelity Low Volatility Factor ETF 2.5 29 83 5.9 +0.8
SPXV ProShares S&P 500 Ex-Health Care ETF 2.4 27 85 5.9 +0.8
ACWI iShares MSCI ACWI ETF 2.4 32 80 6.7 +1.6
HEET Hartford Schroders ESG US Equity ETF 2.4 39 73 7.2 +2.2
EFIV SPDR S&P 500 ESG ETF 2.4 10 102 6.4 +1.4
SNPE Xtrackers S&P 500 ESG ETF 2.4 10 102 6.5 +1.4
SPVM Invesco S&P 500 Value with Momentum ETF 2.4 39 73 8.9 +3.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 2.4 19 93 7.2 +2.1
VT Vanguard Total World Stock ETF 2.4 7 105 6.7 +1.7
RNLC Large Cap US Equity Select ETF 2.4 60 52 7.1 +2.1
USMF WisdomTree U.S. Multifactor Fund 2.3 28 84 8.1 +3.0
CATH Global X S&P 500 Catholic Values Custom ETF 2.3 29 83 6.1 +1.0
JQUA JPMorgan U.S. Quality Factor ETF 2.3 12 100 6.8 +1.7
DVY iShares Select Dividend ETF 2.3 39 73 9.0 +3.9
XVV iShares ESG Screened S&P 500 ETF 2.3 8 104 6.3 +1.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.3 20 92 6.0 +0.9
SPLV Invesco S&P 500 Low Volatility ETF 2.3 25 87 5.8 +0.8
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 2.3 25 87 5.8 +0.7
PFM Invesco Dividend Achievers ETF 2.3 53 59 6.2 +1.2
VFMF Vanguard U.S. Multifactor ETF 2.3 18 94 9.2 +4.2
ACVF American Conservative Values ETF 2.3 75 37 5.4 +0.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.3 65 47 5.1 +0.1
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 2.3 17 95 7.9 +2.9
SCHV Schwab U.S. Large-Cap Value ETF 2.2 4 108 7.3 +2.3
SPXE ProShares S&P 500 Ex-Energy ETF 2.2 27 85 6.1 +1.1
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.2 20 92 6.2 +1.1
HLAL Wahed FTSE USA Shariah ETF 2.2 50 62 5.9 +0.8
ESG FlexShares STOXX US ESG Impact Index Fund 2.2 32 80 6.2 +1.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.2 49 63 5.7 +0.7
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 2.1 20 92 6.9 +1.9
RESP WisdomTree US ESG Fund of Benef Interest 2.1 28 84 7.3 +2.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.1 10 102 6.5 +1.4
FQAL Fidelity Quality Factor ETF 2.1 29 83 7.3 +2.2
NACP Impact Shares NAACP Minority Empowerment ETF 2.1 49 63 6.1 +1.0
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.1 15 97 6.4 +1.3
ESGG FlexShares STOXX Global ESG Impact Index Fund 2.1 42 70 6.7 +1.6
RAYD Rayliant Quantitative Developed Market Equity ETF 2.1 80 32 9.0 +3.9
SIXL 6 Meridian Low Beta Equity Strategy ETF 2.1 82 30 6.1 +1.0
EQWL Invesco Russell Top 200 Equal Weight ETF 2.1 25 87 7.3 +2.2
KRMA Global X Conscious Companies ETF 2.1 43 69 6.3 +1.3
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 2.1 60 52 5.4 +0.4
BTHM BlackRock Future U.S. Themes ETF 2.1 60 52 6.4 +1.3
IUSA Amberwave Invest USA JSG Fund 2.0 67 45 6.5 +1.4
DEF Invesco Defensive Equity ETF 2.0 55 57 6.0 +0.9
DHS WisdomTree U.S. High Dividend Fund 2.0 38 74 8.2 +3.1
QDEF FlexShares Quality Dividend Defensive Index Fund 2.0 37 75 7.5 +2.4
MAGA Point Bridge GOP Stock Tracker ETF 2.0 72 40 6.1 +1.1
FUNL CornerCap Fundametrics Large-Cap ETF 2.0 50 62 8.2 +3.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.0 20 92 6.9 +1.8
ONEO SPDR Russell 1000 Momentum Focus ETF 2.0 20 92 8.4 +3.3
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 2.0 29 83 7.8 +2.7
XOUT GraniteShares XOUT U.S. Large Cap ETF 1.9 60 52 5.4 +0.3
OEF iShares S&P 100 ETF 1.9 20 92 6.1 +1.1
NULC Nuveen ESG Large-Cap ETF 1.9 20 92 5.9 +0.9
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 1.9 35 77 6.9 +1.8
QDF FlexShares Quality Dividend Index Fund 1.9 37 75 7.9 +2.8
IWF iShares Russell 1000 Growth ETF 1.8 18 94 5.6 +0.5
VONG Vanguard Russell 1000 Growth Index Fund 1.8 8 104 5.7 +0.6
IQSU IQ Candriam ESG US Equity ETF 1.8 9 103 5.9 +0.8
TPLC Timothy Plan US Large Cap Core ETF 1.8 52 60 6.3 +1.2
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.8 49 63 7.2 +2.1
CLRG IQ Chaikin U.S. Large Cap ETF 1.8 25 87 6.4 +1.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.8 24 88 8.3 +3.2
BOUT Innovator IBD Breakout Opportunities ETF 1.8 80 32 5.2 +0.2
SIXA 6 Meridian Mega Cap Equity ETF 1.8 82 30 7.9 +2.8
FTHI First Trust High Income ETF 1.8 85 27 6.3 +1.3
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 1.8 12 100 6.3 +1.2
XLG Invesco S&P 500 Top 50 ETF 1.8 20 92 5.9 +0.8
FCPI Fidelity Stocks for Inflation ETF 1.7 29 83 8.9 +3.8
WLDR Affinity World Leaders Equity ETF 1.7 67 45 9.4 +4.3
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.7 75 37 6.6 +1.5
ILCG iShares Morningstar Growth ETF 1.7 4 108 5.0 -0.1
IWP iShares Russell Mid-Cap Growth ETF 1.7 23 89 4.7 -0.4
IMCB iShares Morningstar Mid-Cap ETF 1.7 4 108 6.4 +1.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.7 4 108 6.4 +1.3
STLG iShares Factors US Growth Style ETF 1.7 25 87 8.0 +2.9
RPV Invesco S&P 500 Pure Value ETF 1.7 35 77 10.0 +4.9
ORFN Constrained Capital ESG Orphans ETF 1.7 75 37 5.6 +0.5
WKLY SoFi Weekly Dividend ETF 1.7 49 63 8.3 +3.3
DGRO iShares Core Dividend Growth ETF 1.6 8 104 7.5 +2.4
ESGV Vanguard ESG U.S. Stock ETF 1.6 9 103 6.2 +1.1
VFMV Vanguard U.S. Minimum Volatility ETF 1.6 13 99 6.6 +1.5
RECS Columbia Research Enhanced Core ETF 1.6 15 97 7.1 +2.0
VO Vanguard Mid-Cap Index Fund 1.6 4 108 6.3 +1.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.6 18 94 6.2 +1.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.6 60 52 4.9 -0.2
QGRO American Century STOXX U.S. Quality Growth ETF 1.6 29 83 6.0 +1.0
SCHG Schwab U.S. Large-Cap Growth ETF 1.6 40 72 4.7 -0.4
BFOR Barron's 400 ETF 1.6 65 47 8.7 +3.6
IWR iShares Russell Midcap ETF 1.6 18 94 6.1 +1.0
GVLU Gotham 1000 Value ETF 1.6 50 62 10.2 +5.1
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.5 20 92 7.9 +2.8
HLGE Hartford Longevity Economy ETF 1.5 44 68 8.0 +3.0
IMCG iShares Morningstar Mid-Cap Growth ETF 1.5 6 106 4.7 -0.4
RAFE PIMCO RAFI ESG U.S. ETF 1.5 29 83 8.6 +3.5
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.5 10 102 5.9 +0.8
YPS Arrow Reverse Cap 500 ETF 1.5 29 83 6.4 +1.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.5 10 102 5.8 +0.8
HKND Humankind US Stock ETF 1.4 11 101 7.6 +2.6
VOOG Vanguard S&P 500 Growth ETF 1.4 10 102 6.1 +1.0
IVW iShares S&P 500 Growth ETF 1.4 18 94 6.0 +1.0
STLV iShares Factors US Value Style ETF 1.4 25 87 9.5 +4.5
EMLP First Trust North American Energy Infrastructure Fund 1.4 95 17 4.8 -0.3
SPYG SPDR Portfolio S&P 500 Growth ETF 1.4 4 108 6.2 +1.1
LGLV SPDR Russell 1000 Low Volatility ETF 1.4 12 100 5.6 +0.6
SUSL iShares ESG MSCI USA Leaders ETF 1.4 10 102 6.2 +1.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.4 10 102 6.2 +1.2
COWZ Pacer US Cash Cows 100 ETF 1.4 49 63 11.4 +6.3
VAMO Cambria Value & Momentum ETF 1.4 64 48 9.5 +4.5
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.4 60 52 9.2 +4.2
WTV WisdomTree US Value Fund 1.4 12 100 9.2 +4.1
ACIO Aptus Collared Income Opportunity ETF 1.4 79 33 5.5 +0.4
CCOR Core Alternative ETF 1.4 107 5 5.3 +0.2
USXF iShares ESG Advanced MSCI USA ETF 1.4 10 102 6.2 +1.1
ADME Aptus Drawdown Managed Equity ETF 1.4 79 33 5.4 +0.3
QDIV Global X S&P 500 Quality Dividend ETF 1.4 20 92 8.9 +3.8
DGT SPDR Global Dow ETF 1.4 50 62 7.8 +2.7
PZLD Puzzle Divdend Leaders 1.4 10 102 6.8 +1.7
FLLV Franklin Liberty U.S. Low Volatility ETF 1.4 29 83 6.2 +1.1
SPHQ Invesco S&P 500 Quality ETF 1.4 15 97 6.0 +0.9
MKEM Meakem Value and Inflation Screen 1.4 10 102 5.6 +0.6
BUZZ VanEck Social Sentiment ETF 1.4 75 37 1.6 -3.5
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.4 75 37 9.2 +4.2
IMCV iShares Morningstar Mid-Cap Value ETF 1.4 6 106 8.1 +3.1
FXN First Trust Energy AlphaDEX Fund 1.4 64 48 15.5 +10.5
IUSG iShares Core S&P US Growth ETF 1.4 4 108 6.2 +1.1
IYE iShares U.S. Energy ETF 1.4 39 73 5.4 +0.3
VUSE Vident Core US Equity Fund 1.4 50 62 10.4 +5.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.4 12 100 6.4 +1.3
VFVA Vanguard U.S. Value Factor ETF 1.4 13 99 11.8 +6.8
FMIL Fidelity New Millennium ETF 1.4 59 53 6.7 +1.6
ACWV iShares MSCI Global Min Vol Factor ETF 1.4 20 92 6.9 +1.8
USMV iShares Edge MSCI Min Vol USA ETF 1.4 15 97 6.0 +0.9
FDRR Fidelity Dividend ETF for Rising Rates 1.4 29 83 7.9 +2.8
HDV iShares Core High Dividend ETF 1.4 8 104 8.4 +3.3
RFFC RiverFront Dynamic US Flex-Cap ETF 1.4 52 60 6.1 +1.1
FXG First Trust Consumer Staples AlphaDEX Fund 1.4 64 48 6.6 +1.6
IYK iShares U.S. Consumer Goods ETF 1.4 39 73 5.6 +0.5
VEGN US Vegan Climate ETF 1.4 60 52 6.0 +0.9
RNDV US Equity Dividend Select ETF 1.4 50 62 9.1 +4.0
DFUV Dimensional US Marketwide Value ETF 1.4 23 89 8.5 +3.4
FLRG Fidelity U.S. Multifactor ETF 1.4 29 83 8.0 +2.9
DEIF Sterling Capital Diverse Multi-Manager Active ETF 1.4 65 47 6.9 +1.9
QUAL iShares MSCI Usa Quality Factor ETF 1.4 15 97 7.3 +2.2
GDIV Harbor Dividend Growth Leaders ETF 1.4 50 62 6.7 +1.6
ICAP InfraCap Equity Income Fund ETF 1.4 80 32 9.5 +4.4
PWB Invesco Dynamic Large Cap Growth ETF 1.3 56 56 4.2 -0.9
PDP Invesco DWA Momentum ETF 1.3 62 50 4.9 -0.2
JVAL JPMorgan U.S. Value Factor ETF 1.3 12 100 9.2 +4.1
FVAL Fidelity Value Factor ETF 1.3 29 83 9.7 +4.6
ROCI ROC ETF 1.3 49 63 5.1 +0.1
DWEQ AdvisorShares Dorsey Wright Alpha Equal Weight ETF 1.3 96 16 4.8 -0.3
ESGS Columbia Sustainable U.S. Equity Income ETF 1.3 35 77 7.6 +2.6
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.3 60 52 5.5 +0.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 1.3 15 97 7.5 +2.4
DGRW WisdomTree U.S. Quality Dividend Growth Fund 1.3 28 84 7.0 +1.9
VIG Vanguard Dividend Appreciation Index Fund 1.3 6 106 6.4 +1.3
ACSI American Customer Satisfaction Core Alpha ETF 1.3 65 47 4.6 -0.4
BIBL Inspire ETF 1.3 35 77 5.4 +0.3
KLCD KFA Large Cap Quality Dividend Index ETF 1.3 40 72 6.4 +1.3
CGUS Capital Group Core Equity ETF 1.3 33 79 6.3 +1.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 1.3 35 77 7.6 +2.5
QDYN FlexShares Quality Dividend Dynamic Index Fund 1.3 37 75 8.7 +3.6
NULV Nuveen ESG Large-Cap Value ETF 1.3 25 87 7.8 +2.7
DEW WisdomTree Global High Dividend Fund 1.3 58 54 9.9 +4.8
FVD First Trust Value Line Dividend Index Fund 1.3 67 45 6.2 +1.2
FLDZ RiverNorth Volition America Patriot ETF 1.3 70 42 5.5 +0.4
BLES Inspire Global Hope Large Cap ETF 1.3 49 63 6.6 +1.5
ECLN First Trust EIP Carbon Impact ETF 1.3 95 17 3.5 -1.6
NUDV Nuveen ESG Dividend ETF 1.3 25 87 7.4 +2.4
IFRA iShares U.S. Infrastructure ETF 1.3 30 82 6.4 +1.3
RBLD First Trust Alerian US NextGen Infrastructure ETF 1.3 65 47 5.2 +0.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 1.3 48 64 7.1 +2.1
VOT Vanguard Mid-Cap Growth Index Fund 1.3 7 105 4.6 -0.5
REVS Columbia Research Enhanced Value ETF 1.2 19 93 8.9 +3.9
QLV FlexShares US Quality Low Volatility Index Fund 1.2 22 90 5.9 +0.8
JHMM John Hancock Multifactor Mid Cap ETF 1.2 41 71 7.3 +2.2
DSI iShares MSCI KLD 400 Social ETF 1.1 25 87 6.3 +1.2
SPMV Invesco S&P 500 Minimum Variance ETF 1.1 10 102 6.2 +1.1
FTA First Trust Large Cap Value AlphaDEX Fund 1.1 59 53 9.8 +4.7
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 1.1 45 67 3.7 -1.4
FBCG Fidelity Blue Chip Growth ETF 1.1 59 53 3.0 -2.1
IWY iShares Russell Top 200 Growth ETF 1.1 20 92 5.9 +0.8
SQEW LeaderShares Equity Skew ETF 1.1 75 37 5.4 +0.4
RUFF Alpha Dog ETF 1.1 90 22 5.7 +0.6
PEXL Pacer US Export Leaders ETF 1.1 60 52 6.8 +1.7
IOO iShares Global 100 ETF 1.1 40 72 6.7 +1.6
SDY SPDR S&P Dividend ETF 1.1 35 77 6.6 +1.6
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.1 35 77 6.2 +1.2
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 1.1 75 37 5.7 +0.7
USVT US Value ETF 1.1 49 63 11.4 +6.3
DBLV AdvisorShares DoubleLine Value Equity ETF 1.1 91 21 11.1 +6.0
DIVZ TrueShares Low Volatility Equity Income ETF 1.1 65 47 10.2 +5.1
AVLV Avantis U.S. Large Cap Value ETF 1.1 15 97 8.7 +3.6
GNR SPDR S&P Global Natural Resources ETF 1.1 40 72 8.6 +3.6
GRES IQ Global Resources ETF 1.1 30 82 8.0 +2.9
FILL iShares MSCI Global Energy Producers ETF 1.1 39 73 7.8 +2.7
HAP VanEck Natural Resources ETF 1.1 49 63 7.6 +2.5
XOP SPDR S&P Oil & Gas Exploration & Production ETF 1.1 35 77 7.0 +2.0
IXC iShares Global Energy ETF 1.1 40 72 6.9 +1.9
FTXN First Trust Nasdaq Oil & Gas ETF 1.1 60 52 6.5 +1.4
XLE Energy Select Sector SPDR Fund 1.1 10 102 6.0 +0.9
FENY Fidelity MSCI Energy Index ETF 1.1 8 104 5.7 +0.6
VDE Vanguard Energy Index Fund 1.1 10 102 5.6 +0.6
RYE Invesco S&P 500 Equal Weight Energy ETF 1.1 40 72 5.6 +0.5
IGE iShares North American Natural Resources ETF 1.1 40 72 5.6 +0.5
JHME John Hancock Multifactor Energy ETF 1.1 40 72 0.0 -5.1
SYLD Cambria Shareholder Yield ETF 1.1 59 53 11.1 +6.0
DSTL Distillate US Fundamental Stability & Value ETF 1.1 39 73 7.7 +2.6
SDEP SFP Core Equity Strategy 1.1 0 112 7.2 +2.1
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 1.1 108 4 4.0 -1.1
RPG Invesco S&P 500 Pure Growth ETF 1.0 35 77 7.3 +2.3
SAMT Strategas Macro Thematic Opportunities ETF 1.0 65 47 3.7 -1.4
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 1.0 35 77 9.6 +4.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 1.0 35 77 9.6 +4.5
PY Principal Shareholder Yield Index ETF 1.0 15 97 7.4 +2.4
UVDV UVA Dividend Value ETF 1.0 80 32 7.3 +2.2
FDVV Fidelity Core Dividend ETF 1.0 29 83 7.3 +2.2
SUSA iShares MSCI USA ESG Select ETF 1.0 25 87 5.9 +0.8
WGRO WisdomTree U.S. Growth & Momentum Fund 1.0 55 57 7.2 +2.1
FAB First Trust Multi Cap Value AlphaDEX Fund 1.0 69 43 10.9 +5.9
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.0 7 105 9.7 +4.6
DJIA Global X Dow 30 Covered Call ETF 1.0 60 52 7.1 +2.1
EDOW First Trust Dow 30 Equal Weight ETF 1.0 50 62 7.1 +2.0
CGDV Capital Group Dividend Value ETF 1.0 33 79 6.7 +1.6
DIA SPDR Dow Jones Industrial Average ETF Trust 1.0 16 96 6.5 +1.4
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.0 52 60 5.8 +0.8
RYH Invesco S&P 500 Equal Weight Health Care ETF 1.0 40 72 8.3 +3.2
XLV Health Care Select Sector SPDR Fund 1.0 10 102 8.0 +3.0
IXJ iShares Global Healthcare ETF 1.0 40 72 7.3 +2.3
VHT Vanguard Health Care Index Fund 1.0 10 102 6.4 +1.3
FHLC Fidelity MSCI Health Care Index ETF 1.0 8 104 6.3 +1.2
PINK Simplify Health Care ETF 1.0 50 62 4.6 -0.4
JHMH John Hancock Multifactor Healthcare ETF 1.0 40 72 0.0 -5.1
VOE Vanguard Mid-Cap Value Index Fund 1.0 7 105 8.0 +2.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.0 70 42 5.3 +0.2
FDWM Fidelity Women's Leadership ETF 1.0 59 53 6.1 +1.0
FTCS First Trust Capital Strength ETF 1.0 55 57 6.3 +1.3
RHS Invesco S&P 500 Equal Weight Consumer Staples ETF 1.0 40 72 5.9 +0.8
FTXG First Trust Nasdaq Food & Beverage ETF 1.0 60 52 5.8 +0.7
VDC Vanguard Consumer Staples Index Fund 1.0 10 102 5.5 +0.5
FSTA Fidelity MSCI Consumer Staples Index ETF 1.0 8 104 5.4 +0.4
XLP Consumer Staples Select Sector SPDR Fund 1.0 10 102 5.4 +0.3
AQGX AI Quality Growth ETF 1.0 97 15 5.4 +0.3
KXI iShares Global Consumer Staples ETF 1.0 40 72 5.3 +0.2
MBCC Monarch Blue Chips Core ETF 1.0 125 -13 4.0 -1.0
JHMS John Hancock Multifactor Consumer Staples ETF 1.0 40 72 0.0 -5.1
PWC Invesco Dynamic Market ETF 1.0 60 52 7.0 +1.9
ZECP Zacks Earnings Consistent Portfolio ETF 1.0 55 57 6.2 +1.1
FBCV Fidelity Blue Chip Value ETF 1.0 59 53 7.0 +2.0
VALQ American Century STOXX U.S. Quality Value ETF 1.0 29 83 10.1 +5.0
PWV Invesco Dynamic Large Cap Value ETF 1.0 58 54 7.8 +2.7
FPX First Trust US IPO Index Fund 1.0 57 55 1.7 -3.4
KOCG FIS Knights of Columbus Global Belief ETF 1.0 75 37 7.7 +2.6
AILV Alpha Intelligent - Large Cap Value ETF 1.0 85 27 6.5 +1.4
YLDE ClearBridge Dividend Strategy ESG ETF 1.0 59 53 6.3 +1.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.0 20 92 7.4 +2.4
RYU Invesco S&P 500 Equal Weight Utilities ETF 0.9 40 72 6.6 +1.5
FXU First Trust Utilities AlphaDEX Fund 0.9 64 48 6.3 +1.2
JXI iShares Global Utilities ETF 0.9 40 72 5.9 +0.8
XLU Utilities Select Sector SPDR Fund 0.9 10 102 5.8 +0.8
FUTY Fidelity MSCI Utilities Index ETF 0.9 8 104 5.7 +0.7
VPU Vanguard Utilities Index Fund 0.9 10 102 5.7 +0.6
IDU iShares U.S. Utilities ETF 0.9 39 73 5.3 +0.2
PUI Invesco DWA Utilities Momentum ETF 0.9 60 52 5.2 +0.1
JHMU John Hancock Multifactor Utilities ETF 0.9 40 72 0.0 -5.1
VFQY Vanguard U.S. Quality Factor ETF 0.9 13 99 8.2 +3.1
VUG Vanguard Growth Index Fund 0.9 4 108 5.3 +0.3
GLIF AGFiQ Global Infrastructure ETF 0.8 45 67 5.4 +0.3
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 0.8 39 73 6.5 +1.5
DUHP Dimensional US High Profitability ETF 0.8 22 90 8.0 +3.0
SPDV AAM S&P 500 High Dividend Value ETF 0.7 29 83 11.2 +6.2
SPYD SPDR S&P 500 High Dividend ETF 0.7 7 105 10.8 +5.7
NDIV Amplify Natural Resources Dividend Income ETF 0.7 59 53 9.4 +4.4
PEY Invesco High Yield Equity Dividend Achievers ETF 0.7 53 59 8.5 +3.4
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.7 46 66 7.7 +2.6
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 0.7 60 52 7.6 +2.5
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 0.7 69 43 7.3 +2.3
NANR SPDR S&P North American Natural Resources ETF 0.7 35 77 5.6 +0.6
PEZ Invesco DWA Consumer Cyclicals Momentum ETF 0.7 60 52 7.5 +2.4
RTH VanEck Retail ETF 0.7 35 77 6.0 +1.0
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.7 64 48 7.7 +2.6
RFDA RiverFront Dynamic US Dividend Advantage ETF 0.7 52 60 7.7 +2.7
SFYF SoFi 50 ETF 0.7 29 83 -3.6 -8.6
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 0.7 30 82 8.1 +3.0
PXI Invesco DWA Energy Momentum ETF 0.7 60 52 7.1 +2.1
FLV American Century Focused Large Cap Value ETF 0.7 42 70 7.1 +2.0
PKW Invesco Buyback Achievers ETF 0.7 64 48 8.5 +3.4
PPH VanEck Pharmaceutical ETF 0.7 35 77 12.5 +7.4
NULG Nuveen ESG Large-Cap Growth ETF 0.7 25 87 5.1 -0.0
DIVO Amplify YieldShares CWP Dividend & Option Income ETF 0.7 55 57 6.4 +1.4
ENTR Entrepreneur 30 Fund 0.7 49 63 3.1 -1.9
LEAD Siren DIVCON Leaders Dividend ETF 0.7 43 69 7.9 +2.8
DFND Siren DIVCON Dividend Defender ETF 0.7 150 -38 6.8 +1.7
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.7 50 62 6.4 +1.3
BMED BlackRock Future Health ETF 0.7 85 27 1.9 -3.1
XHS SPDR S&P Health Care Services ETF 0.7 35 77 1.3 -3.7
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 0.7 15 97 8.5 +3.5
MBOX Freedom Day Dividend ETF 0.7 39 73 8.2 +3.1
FXH First Trust Health Care AlphaDEX Fund 0.7 61 51 7.3 +2.3
IYH iShares U.S. Healthcare ETF 0.7 39 73 7.1 +2.0
PSET Principal Price Setters Index ETF 0.7 15 97 6.7 +1.6
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 0.7 49 63 6.5 +1.5
IVLC Invesco US Large Cap Core ESG ETF 0.7 48 64 5.9 +0.9
HART IQ Healthy Hearts ETF 0.7 45 67 5.7 +0.6
CGGR Capital Group Growth ETF 0.7 39 73 4.7 -0.4
PSL Invesco DWA Consumer Staples Momentum ETF 0.7 60 52 4.6 -0.5
CGGO Capital Group Global Growth Equity ETF 0.7 47 65 4.4 -0.7
MMLG First Trust Multi-Manager Large Growth ETF 0.7 85 27 3.0 -2.1
PTH Invesco DWA Healthcare Momentum ETF 0.7 60 52 -1.1 -6.1
NTZG Nuveen Global Net Zero Transition ETF 0.7 55 57 5.6 +0.5
SDG iShares Sustainable MSCI Global Impact ETF 0.7 49 63 8.8 +3.7
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 0.7 69 43 7.2 +2.1
XT iShares Exponential Technologies ETF 0.7 46 66 4.2 -0.9
EQUL IQ Engender Equality ETF 0.7 45 67 7.3 +2.2
PBJ Invesco Dynamic Food & Beverage ETF 0.7 63 49 5.3 +0.2
JOYY Infusive Compounding Global Equities ETF 0.7 51 61 0.0 -5.1
ETHO Etho Climate Leadership U.S. ETF 0.7 47 65 4.6 -0.5
SHE SPDR SSGA Gender Diversity Index ETF 0.7 20 92 6.4 +1.3
JOET Virtus Terranova US Quality Momentum ETF 0.7 29 83 6.6 +1.5
RYJ Invesco Raymond James SB-1 Equity ETF 0.7 81 31 3.7 -1.4
KLDW Gavekal Knowledge Leaders Developed World ETF 0.7 75 37 4.9 -0.2
FFTY Innovator IBD 50 ETF 0.7 80 32 5.7 +0.7
UBCB UBC Algorithmic Fundamentals ETF 0.7 75 37 5.3 +0.2
ECOZ TrueMark ESG Active Opportunities ETF 0.7 58 54 5.1 +0.0
NZRO Strategy Shares Halt Climate Change ETF 0.7 95 17 1.8 -3.3
TMFC Motley Fool 100 Index ETF 0.7 50 62 5.2 +0.1
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 0.7 63 49 4.3 -0.7
IVDG Invesco Focused Discovery Growth ETF 0.7 59 53 4.2 -0.9
IQM Franklin Intelligent Machines ETF 0.7 50 62 3.8 -1.3
ENRG SoFi Smart Energy ETF 0.7 59 53 -1.6 -6.6
PBW Invesco WilderHill Clean Energy ETF 0.7 61 51 -4.7 -9.8
LVHD Legg Mason Low Volatility High Dividend ETF 0.6 27 85 7.8 +2.8
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.6 52 60 6.7 +1.7
TPHD Timothy Plan High Dividend Stock ETF 0.6 52 60 6.7 +1.6
PAVE Global X U.S. Infrastructure Development ETF 0.6 47 65 7.0 +2.0
IVRA Invesco Real Assets ESG ETF 0.6 59 53 6.0 +0.9
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.6 47 65 4.9 -0.2
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.6 47 65 6.2 +1.2
UTES Virtus Reaves Utilities ETF 0.6 49 63 4.9 -0.2
GII SPDR S&P Global Infrastructure ETF 0.6 40 72 4.2 -0.9
IGF iShares Global Infrastructure ETF 0.6 40 72 4.2 -0.9
SFYX Sofi Next 500 ETF 0.6 0 112 6.0 +0.9
IWS iShares Russell Mid-Cap Value ETF 0.6 23 89 7.0 +1.9
LRND IQ U.S. Large Cap R&D Leaders ETF 0.6 14 98 7.6 +2.5
FTQI First Trust Nasdaq BuyWrite Income ETF 0.6 85 27 4.2 -0.9
SMMD iShares Russell 2500 ETF 0.6 15 97 5.8 +0.7
IUSS Invesco Strategic US Small Company ETF 0.5 23 89 6.5 +1.5
MGK Vanguard Mega Cap Growth ETF 0.5 7 105 5.5 +0.5
VBR Vanguard Small Cap Value Index Fund 0.4 7 105 8.2 +3.1
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 0.4 21 91 4.5 -0.6
DON WisdomTree U.S. MidCap Dividend Fund 0.4 38 74 8.5 +3.5
KOMP SPDR Kensho New Economies Composite ETF 0.4 20 92 0.7 -4.4
GCOW Pacer Global High Dividend ETF 0.4 60 52 12.6 +7.5
SDOG ALPS Sector Dividend Dogs ETF 0.4 40 72 9.7 +4.6
FDL First Trust Morningstar Dividend Leaders Index Fund 0.4 45 67 9.4 +4.3
GBDV Global Beta Smart Income ETF 0.4 29 83 0.0 -5.1
BUL Pacer US Cash Cows Growth ETF 0.4 60 52 9.6 +4.5
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.4 61 51 8.3 +3.2
RXI iShares Global Consumer Discretionary ETF 0.4 40 72 6.2 +1.1
VCR Vanguard Consumer Discretionary Index Fund 0.4 10 102 5.5 +0.4
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.4 8 104 5.5 +0.4
XRT SPDR S&P Retail ETF 0.4 35 77 5.4 +0.3
XLY Consumer Discretionary Select Sector SPDR Fund 0.4 10 102 5.3 +0.3
IEDI iShares Evolved U.S. Discretionary Spending ETF 0.4 18 94 4.9 -0.2
RCD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 0.4 40 72 4.1 -0.9
IYC iShares U.S. Consumer Services ETF 0.4 39 73 4.1 -1.0
JHMC John Hancock Multifactor Consumer Discretionary ETF 0.4 40 72 0.0 -5.1
VB Vanguard Small-Cap ETF 0.4 5 107 5.6 +0.5
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.4 39 73 11.4 +6.4
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 0.4 30 82 9.2 +4.1
GRZZ Grizzle Growth ETF 0.4 75 37 7.4 +2.4
AVDG AVDR US LargeCap ESG ETF 0.4 60 52 0.0 -5.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.4 15 97 13.7 +8.7
VLUE iShares MSCI USA Value Factor ETF 0.4 15 97 12.4 +7.3
AILG Alpha Intelligent - Large Cap Growth ETF 0.4 85 27 4.5 -0.6
FTXH First Trust Nasdaq Pharmaceuticals ETF 0.3 60 52 11.4 +6.3
PJP Invesco Dynamic Pharmaceuticals ETF 0.3 58 54 10.6 +5.6
IHE iShares U.S. Pharmaceuticals ETF 0.3 39 73 9.9 +4.9
WRND IQ Global Equity R&D Leaders ETF 0.3 18 94 8.6 +3.5
PZLG Puzzle Mature Growth 0.3 10 102 5.7 +0.6
BKUS BNY Mellon Sustainable US Equity ETF 0.3 60 52 5.6 +0.5
AGNG Global X Aging Population ETF 0.3 50 62 4.0 -1.1
BAD B.A.D. ETF 0.3 75 37 2.9 -2.2
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 0.3 50 62 2.8 -2.3
GDOC Goldman Sachs Future Health Care Equity ETF 0.3 75 37 1.6 -3.5
XPH SPDR S&P Pharmaceuticals ETF 0.3 35 77 1.5 -3.6
HELX Franklin Genomic Advancements ETF 0.3 50 62 0.9 -4.2
INNO Harbor Disruptive Innovation ETF 0.3 75 37 -3.7 -8.8
WDNA WisdomTree BioRevolution Fund 0.3 45 67 -3.8 -8.8
GERM ETFMG Treatments Testing and Advancements ETF 0.3 68 44 -7.6 -12.7
FSMD Fidelity Small-Mid Factor ETF 0.3 29 83 8.3 +3.2
VEGI iShares MSCI Global Agriculture Producers ETF 0.3 39 73 6.5 +1.4
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 0.3 75 37 6.2 +1.1
SCHM Schwab U.S. Mid-Cap ETF 0.3 4 108 6.1 +1.0
NUSC Nuveen ESG Small-Cap ETF 0.3 30 82 5.6 +0.6
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 0.3 17 95 5.4 +0.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.3 70 42 2.4 -2.7
SCHD Schwab U.S. Dividend Equity ETF 0.3 6 106 8.7 +3.6
KVLE KFA Value Liner Dynamic Core Equity Index ETF 0.3 55 57 6.5 +1.5
VSDA VictoryShares Dividend Accelerator ETF 0.3 35 77 6.5 +1.5
MOTE VanEck Morningstar ESG Moat ETF 0.3 49 63 6.4 +1.3
TMDV ProShares Russell US Dividend Growers ETF 0.3 36 76 5.9 +0.8
DIVS SmartETFs Dividend Builder ETF 0.3 65 47 5.8 +0.7
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 0.3 75 37 7.5 +2.5
AHOY Newday Ocean Health ETF 0.3 75 37 5.7 +0.6
CWS AdvisorShares Focused Equity ETF 0.3 66 46 5.4 +0.4
VICE AdvisorShares Vice ETF 0.3 99 13 5.0 -0.1
AMER Emles Made in America ETF 0.3 49 63 0.0 -5.1
QVAL Alpha Architect U.S. Quantitative Value ETF 0.3 49 63 12.6 +7.5
SPVU Invesco S&P 500 Enhanced Value ETF 0.3 13 99 11.8 +6.8
CRAK VanEck Oil Refiners ETF 0.3 59 53 11.4 +6.3
FOVL iShares Focused Value Factor ETF 0.3 25 87 11.3 +6.2
CVY Invesco Zacks Multi-Asset Income ETF 0.3 100 12 10.3 +5.3
ONEY SPDR Russell 1000 Yield Focus ETF 0.3 20 92 10.0 +5.0
PXE Invesco Dynamic Energy Exploration & Production ETF 0.3 63 49 9.2 +4.1
RDVY First Trust Rising Dividend Achievers ETF 0.3 50 62 9.1 +4.0
EQRR ProShares Equities for Rising Rates ETF 0.3 35 77 8.4 +3.4
EGIS 2nd Vote Society Defended ETF 0.3 75 37 7.2 +2.1
IEO iShares U.S. Oil & Gas Exploration & Production ETF 0.3 39 73 7.1 +2.0
GFGF Guru Favorite Stocks ETF 0.3 65 47 6.7 +1.6
IHF iShares U.S. Healthcare Providers ETF 0.3 39 73 5.8 +0.8
GVIP Goldman Sachs Hedge Industry VIP ETF 0.3 45 67 5.2 +0.1
CACG ClearBridge All Cap Growth ETF 0.3 53 59 4.3 -0.7
LRGE ClearBridge Large Cap Growth ESG ETF 0.3 59 53 4.1 -0.9
IVSG Invesco Select Growth ETF 0.3 48 64 4.1 -1.0
EDOC Global X Telemedicine & Digital Health ETF 0.3 68 44 -7.1 -12.2
UGCE Uncommon Portfolio Design Core Equity ETF 0.3 65 47 0.0 -5.1
KGHG KraneShares Global Carbon Transformation ETF 0.3 89 23 9.1 +4.1
DFAT Dimensional U.S. Targeted Value ETF 0.3 29 83 8.5 +3.4
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 0.3 61 51 7.9 +2.8
MOTO SmartETFs Smart Transportation & Technology ETF 0.3 68 44 7.8 +2.8
AIRR First Trust RBA American Industrial Renaissance ETF 0.3 70 42 6.2 +1.2
EXI iShares Global Industrials ETF 0.3 40 72 6.0 +1.0
IYJ iShares U.S. Industrials ETF 0.3 39 73 5.9 +0.8
XLI Industrial Select Sector SPDR Fund 0.3 10 102 5.8 +0.7
FIDU Fidelity MSCI Industrials Index ETF 0.3 8 104 5.7 +0.7
VIS Vanguard Industrials Index Fund 0.3 10 102 5.4 +0.4
PRN Invesco DWA Industrials Momentum ETF 0.3 60 52 5.3 +0.3
BECO BlackRock Future Climate and Sustainable Economy ETF 0.3 70 42 5.0 -0.0
RGI Invesco S&P 500 Equal Weight Industrials ETF 0.3 40 72 4.6 -0.4
FFND Future Fund Active ETF 0.3 101 11 2.5 -2.6
NUMG Nuveen ESG Mid-Cap Growth ETF 0.3 30 82 2.2 -2.9
JHMI John Hancock Multifactor Industrials ETF 0.3 40 72 0.0 -5.1
FEVR Inspire Faithward Large Cap Momentum ESG ETF 0.3 80 32 0.0 -5.1
ALFA AlphaClone Alternative Alpha ETF 0.3 65 47 0.0 -5.1
CLNR IQ Cleaner Transport ETF 0.3 45 67 7.3 +2.2
RYT Invesco S&P 500 Equal Weight Technology ETF 0.3 40 72 7.1 +2.1
OCEN IQ Clean Oceans ETF 0.3 45 67 6.9 +1.8
XPND First Trust Expanded Technology ETF 0.3 65 47 6.5 +1.4
QQQN VictoryShares Nasdaq Next 50 ETF 0.3 18 94 6.4 +1.4
XLK Technology Select Sector SPDR Fund 0.3 10 102 6.4 +1.4
NETZ Engine No 1 Transform Climate ETF 0.3 75 37 6.2 +1.1
VGT Vanguard Information Technology Index Fund 0.3 10 102 6.1 +1.0
FTEC Fidelity MSCI Information Technology Index ETF 0.3 8 104 6.1 +1.0
IXN iShares Global Tech ETF 0.3 40 72 6.0 +0.9
IGM iShares Expanded Tech Sector ETF 0.3 40 72 5.9 +0.8
ALTL Pacer Lunt Large Cap Alternator ETF 0.3 60 52 5.5 +0.4
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.3 20 92 5.3 +0.2
GK AdvisorShares Gerber Kawasaki ETF 0.3 81 31 4.9 -0.1
TEMP JPMorgan Climate Change Solutions ETF 0.3 49 63 4.4 -0.7
SPHB Invesco S&P 500 High Beta ETF 0.3 25 87 4.4 -0.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.3 15 97 4.3 -0.8
BNE Blue Horizon BNE ETF 0.3 87 25 3.7 -1.4
SOLR SmartETFs Sustainable Energy II Fund 0.3 79 33 3.6 -1.4
PTF Invesco DWA Technology Momentum ETF 0.3 60 52 3.6 -1.5
ERTH Invesco MSCI Sustainable Future ETF 0.3 56 56 3.4 -1.7
VCLN Virtus Duff & Phelps Clean Energy ETF 0.3 59 53 2.9 -2.1
ICLN iShares Global Clean Energy ETF 0.3 40 72 2.7 -2.4
TRFM AAM Transformers ETF 0.3 49 63 2.6 -2.5
SMOG VanEck Low Carbon Energy ETF 0.3 55 57 2.4 -2.7
MVPS Amplify Thematic All-Stars ETF 0.3 49 63 2.3 -2.8
RAYS Global X Solar ETF 0.3 50 62 2.2 -2.8
TAN Invesco Solar ETF 0.3 69 43 1.8 -3.3
FRNW Fidelity Clean Energy ETF 0.3 39 73 1.7 -3.3
CTEC Global X CleanTech ETF 0.3 50 62 1.0 -4.0
CNRG SPDR S&P Kensho Clean Power ETF 0.3 45 67 0.7 -4.4
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 0.3 58 54 -0.6 -5.7
ACES ALPS Clean Energy ETF 0.3 55 57 -1.2 -6.3
HAIL SPDR S&P Kensho Smart Mobility ETF 0.3 45 67 -1.6 -6.6
PBD Invesco Global Clean Energy ETF 0.3 75 37 -1.7 -6.8
ZGEN Generation Z ETF 0.3 63 49 -6.0 -11.1
JHMT John Hancock Multifactor Technology ETF 0.3 40 72 0.0 -5.1
WWOW Direxion World Without Waste ETF 0.3 50 62 0.0 -5.1
NUMV Nuveen ESG Mid-Cap Value ETF 0.3 30 82 8.5 +3.4
RNMC Mid Cap US Equity Select ETF 0.3 60 52 8.7 +3.7
QQQM Invesco NASDAQ 100 ETF 0.3 15 97 6.4 +1.4
QQQ Invesco QQQ Trust 0.3 20 92 6.0 +0.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.3 35 77 5.9 +0.9
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 0.3 57 55 5.8 +0.7
QTR Global X NASDAQ 100 Tail Risk ETF 0.3 60 52 5.7 +0.6
QCLR Global X NASDAQ 100 Collar 95-110 ETF 0.3 60 52 5.6 +0.5
QRMI Global X NASDAQ 100 Risk Managed Income ETF 0.3 60 52 5.6 +0.5
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 0.3 60 52 5.6 +0.5
QYLD Global X NASDAQ 100 Covered Call ETF 0.3 60 52 5.5 +0.5
NUSI Nationwide Risk-Managed Income ETF 0.3 68 44 5.5 +0.4
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 0.3 60 52 5.4 +0.3
VRAI Virtus Real Asset Income ETF 0.3 55 57 7.2 +2.1
PBSM Invesco PureBeta MSCI USA Small Cap ETF 0.3 6 106 5.4 +0.3
AOTG AOT Growth and Innovation ETF 0.3 75 37 3.4 -1.7
FNX First Trust Mid Cap Core AlphaDEX Fund 0.3 59 53 8.1 +3.1
ACWF iShares MSCI Global Multifactor ETF 0.2 35 77 9.4 +4.4
OUSM ALPS O'Shares Russell Small Cap Quality Dividend ETF 0.2 48 64 7.7 +2.6
IETC iShares Evolved U.S. Technology ETF 0.2 18 94 5.8 +0.7
ISMD Inspire Small/Mid Cap Impact ETF 0.2 48 64 6.4 +1.3
VBK Vanguard Small-Cap Growth Index Fund 0.2 7 105 1.4 -3.7
JSTC Adasina Social Justice All Cap Global ETF 0.2 89 23 6.3 +1.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.1 39 73 4.7 -0.3
VFLQ Vanguard U.S. Liquidity Factor ETF 0.0 13 99 0.0 -5.1
SDGA Impact Shares Sustainable Development Goals Global ETF 0.0 75 37 7.2 +2.1
AMZA InfraCap MLP ETF 0.0 201 -89 2.6 -2.5
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 31 81 9.0 +3.9

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

  2017 2018 2019 2020 2021 2022E 2023E
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
  2021 2022E 2023E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
Anfield U.S. Equity Sector Rotation 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 22.1 %
Divided by: Fwd. P/BV 3.6 x
Less: Expense ratio 112 bp
Equals: ALTAR Score 5.1 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.39 CATEGORY
AVERAGE
1.50
 
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.