First Trust Active Factor Mid Cap ETF
ALTAR
Score™
9.1% info Recommen-
dation
SPECULATIVE
2023E    2024E
P/E
ratio
11.8x P/Sales
ratio
1.0x
P/BV
ratio
2.0x Div.
yield
1.8%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
AFMC is an actively managed portfolio of factor-focused US midcap companies seeking capital appreciation.

FUND BASICS
Category US Equities
Fund Sponsor First Trust
Website www.ftportfolios.com
Inception date Dec 04, 2019
Assets (mns) $5
Currency USD
Expense ratio 65 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 260
Wgt avg mkt cap (mns) $7,972
Large cap (>$10bn) 25.6%
Mid cap ($2-10bn) 70.6%
Small cap (<$2bn) 3.8%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
BUILDERS FIRSTSOURCE INC 1.9 %
RELIANCE STEEL & ALUMINUM 1.9 %
JABIL CIRCUIT INC 1.4 %
OWENS CORNING 1.4 %
SUPER MICRO COMPUTER, INC. 1.3 %
ESSENT GROUP LTD 1.3 %
MGIC INVESTMENT CORP 1.2 %
MERITAGE HOMES CORP 1.2 %
PULTE HOMES INC 1.2 %
WILLIAMS-SONOMA INC 1.2 %
Total 14.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 96.6 %
BERMUDA 1.3 %
BRITAIN 0.8 %
PUERTO RICO 0.5 %
CHINA 0.3 %
SWITZERLAND 0.2 %





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.
11.3% 5.3% -- -- 4.3%

Market Correlations
versus... Beta R-squared
S&P500 1.01 83%
MSCI EAFE 1.01 75%
MSCI Emg. Mkts. 0.69 37%

Technical Indicators
Recent close $24.65
30d moving avg. $23.29
Annualized volatility 19.7%
Short interest (ETF) 0.0%
Short interest (Underlying) 5.0%
Relative strength (RSI) 50

Liquidity measures
Avg. volume (thou.) 6
Turnover 3.0%
Bid/Ask (% of price) 0.50%
ADV underlying (mns) $8,659

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 976 potential alternatives to the First Trust Active Factor Mid Cap ETF ETF based on the alternatives' overlap in portfolio holdings with AFMC. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: AFMC Expense: 65 bp ALTAR Score™: 9.1%


ALTERNATIVE ETFs BASED ON OVERLAP WITH AFMC
Ticker Fund
Name
Overlap1
vs AFMC
(%)
Expense
ratio
(bp)
Savings
vs AFMC
(bp)
ALTAR
Score™
(%)
ALTAR
vs AFMC
(%)
EZM WisdomTree U.S. MidCap Earnings Fund 38.9 38 27 10.5 +1.5
XJH iShares ESG Screened S&P Mid-Cap ETF 38.2 12 53 7.9 -1.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 38.1 15 50 7.9 -1.1
MDY SPDR S&P Midcap 400 ETF Trust 38.0 23 42 7.6 -1.5
IVOO Vanguard S&P Mid-Cap 400 ETF 37.5 10 55 7.8 -1.3
SPMD SPDR Portfolio Mid Cap ETF 37.4 3 62 7.8 -1.3
IJH iShares Core S&P Mid-Cap ETF 37.3 5 60 7.8 -1.3
FNX First Trust Mid Cap Core AlphaDEX Fund 34.8 59 6 8.0 -1.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 34.4 15 50 6.9 -2.2
IJK iShares S&P Mid-Cap 400 Growth ETF 34.3 17 48 6.9 -2.2
MDYG SPDR S&P 400 Mid Cap Growth ETF 34.3 15 50 6.9 -2.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 34.1 60 5 7.6 -1.5
FSMD Fidelity Small-Mid Factor ETF 33.0 29 36 7.9 -1.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 32.6 7 58 6.1 -2.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 32.6 24 41 8.5 -0.6
MIDE Xtrackers S&P MidCap 400 ESG ETF 32.6 15 50 8.3 -0.8
SMDY Syntax Stratified MidCap ETF 31.8 35 30 7.5 -1.6
RWK Invesco S&P MidCap 400 Revenue ETF 31.8 39 26 9.3 +0.2
FNK First Trust Mid Cap Value AlphaDEX Fund 30.0 70 -5 12.0 +2.9
IVOV Vanguard S&P Mid-Cap 400 Value ETF 29.5 15 50 8.7 -0.4
MDYV SPDR S&P 400 Mid Cap Value ETF 29.4 15 50 8.8 -0.3
IJJ iShares S&P Mid-Cap 400 Value ETF 29.3 18 47 8.8 -0.3
VBR Vanguard Small Cap Value Index Fund 28.7 7 58 9.1 -0.0
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 28.6 25 40 9.3 +0.2
SFYX Sofi Next 500 ETF 28.3 0 65 6.1 -3.0
DON WisdomTree U.S. MidCap Dividend Fund 28.1 38 27 9.1 +0.1
SCHM Schwab U.S. Mid-Cap ETF 28.0 4 61 6.8 -2.3
JHSC John Hancock Multifactor Small Cap ETF 27.5 42 23 6.4 -2.7
VB Vanguard Small-Cap ETF 27.1 5 60 5.8 -3.2
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 26.9 15 50 6.0 -3.1
BKSE BNY Mellon US Small Cap Core Equity ETF 26.9 4 61 6.2 -2.9
XMHQ Invesco S&P MidCap Quality ETF 26.3 25 40 8.6 -0.5
RNMC Mid Cap US Equity Select ETF 26.2 60 5 8.9 -0.2
XMMO Invesco S&P MidCap Momentum ETF 26.2 33 32 6.8 -2.2
AFSM First Trust Active Factor Small Cap ETF 26.0 77 -12 9.4 +0.3
VALQ American Century STOXX U.S. Quality Value ETF 24.3 29 36 8.1 -1.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 24.2 80 -15 7.0 -2.1
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 24.1 17 48 5.8 -3.3
GRPM Invesco S&P MidCap 400 GARP ETF 24.0 40 25 11.5 +2.4
GVLU Gotham 1000 Value ETF 23.7 50 15 9.1 +0.0
XMVM Invesco S&P MidCap Value with Momentum ETF 23.5 39 26 10.2 +1.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 23.5 24 41 8.7 -0.4
VAMO Cambria Value & Momentum ETF 23.3 61 4 11.5 +2.5
FNY First Trust Mid Cap Growth AlphaDEX Fund 23.0 70 -5 2.4 -6.6
ONEV SPDR Russell 1000 Low Volatility Focus ETF 22.6 20 45 8.3 -0.8
IQSM IQ Candriam ESG U.S. Mid Cap Equity ETF 22.2 15 50 6.8 -2.3
ONEO SPDR Russell 1000 Momentum Focus ETF 21.9 20 45 7.4 -1.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 21.7 29 36 6.8 -2.3
PSC Principal U.S. Small Cap Index ETF 21.6 38 27 8.6 -0.5
JHMM John Hancock Multifactor Mid Cap ETF 21.5 42 23 7.2 -1.9
ISCV iShares Morningstar Small Cap Value ETF 21.4 6 59 8.5 -0.5
DFAS Dimensional U.S. Small Cap ETF 21.4 26 39 6.4 -2.7
LSAF LeaderShares AlphaFactor US Core Equity ETF 21.4 75 -10 7.5 -1.6
ISCB iShares Morningstar Small-Cap ETF 21.1 4 61 5.3 -3.8
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 21.1 17 48 7.5 -1.6
DSMC Distillate Small/Mid Cash Flow ETF 21.0 55 10 12.5 +3.4
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 20.8 60 5 11.0 +1.9
USMF WisdomTree U.S. Multifactor Fund 20.6 28 37 7.4 -1.7
OUSM ALPS O'Shares Russell Small Cap Quality Dividend ETF 20.5 48 17 8.3 -0.8
DFAT Dimensional U.S. Targeted Value ETF 20.3 28 37 8.8 -0.3
WTV WisdomTree US Value Fund 20.3 12 53 9.2 +0.1
VFMF Vanguard U.S. Multifactor ETF 20.2 18 47 9.1 -0.0
NUSC Nuveen ESG Small-Cap ETF 20.1 31 34 5.7 -3.4
VXF Vanguard Extended Market Index Fund 19.7 6 59 4.0 -5.1
SCHA Schwab U.S. Small-Cap ETF 19.3 4 61 5.2 -3.9
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 18.9 30 35 8.4 -0.7
STXK Strive Small-Cap ETF 18.8 18 47 5.7 -3.4
RFG Invesco S&P Midcap 400 Pure Growth ETF 18.8 35 30 7.9 -1.2
SMMD iShares Russell 2500 ETF 18.5 15 50 6.4 -2.7
FSMO Fidelity Small-Mid Cap Opportunities ETF 18.4 60 5 7.4 -1.7
QGRO American Century STOXX U.S. Quality Growth ETF 18.1 29 36 5.9 -3.2
VBK Vanguard Small-Cap Growth Index Fund 18.1 7 58 1.3 -7.8
DBLV AdvisorShares DoubleLine Value Equity ETF 17.8 90 -25 8.6 -0.5
ISMD Inspire Small/Mid Cap Impact ETF 17.7 54 11 6.3 -2.8
USVT US Value ETF 17.6 49 16 12.1 +3.0
DVLU First Trust Dorsey Wright Momentum & Value ETF 17.3 60 5 11.7 +2.6
QMOM Alpha Architect U.S. Quantitative Momentum ETF 17.2 39 26 5.5 -3.6
ISCG iShares Morningstar Small-Cap Growth ETF 17.1 6 59 2.0 -7.1
VFQY Vanguard U.S. Quality Factor ETF 16.9 13 52 7.4 -1.7
PKW Invesco Buyback Achievers ETF 16.7 64 1 8.0 -1.1
ONEY SPDR Russell 1000 Yield Focus ETF 16.7 20 45 10.8 +1.7
BFOR Barron's 400 ETF 16.4 65 0 8.0 -1.1
SYLD Cambria Shareholder Yield ETF 16.3 59 6 11.8 +2.7
NVQ QRAFT AI-Enhanced US Next Value ETF 16.1 81 -16 9.9 +0.9
ROUS Hartford Multifactor US Equity ETF 15.7 19 46 6.6 -2.4
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 15.7 15 50 11.0 +1.9
FAB First Trust Multi Cap Value AlphaDEX Fund 15.7 67 -2 11.2 +2.1
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 15.6 35 30 8.6 -0.5
FLDZ RiverNorth Volition America Patriot ETF 15.6 75 -10 6.1 -3.0
AVUV Avantis U.S. Small Cap Value ETF 15.5 25 40 10.4 +1.3
DFSV Dimensional US Small Cap Value ETF 15.4 31 34 9.3 +0.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 15.4 18 47 8.2 -0.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 15.4 63 2 2.7 -6.4
FLOW Global X U.S. Cash Flow Kings 100 ETF 15.3 25 40 12.1 +3.0
RFV Invesco S&P Midcap 400 Pure Value ETF 15.3 35 30 10.6 +1.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 15.1 29 36 8.6 -0.5
XMLV Invesco S&P MidCap Low Volatility ETF 14.8 25 40 7.1 -2.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 14.8 30 35 9.5 +0.4
SIXL 6 Meridian Low Beta Equity Strategy ETF 14.8 80 -15 5.6 -3.5
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 14.7 20 45 7.3 -1.8
JVAL JPMorgan U.S. Value Factor ETF 14.4 12 53 8.9 -0.2
EQAL Invesco Russell 1000 Equal Weight ETF 14.4 20 45 6.9 -2.2
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 14.4 61 4 7.4 -1.7
VFMO Vanguard U.S. Momentum Factor ETF 14.0 13 52 2.7 -6.4
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 14.0 35 30 8.1 -1.0
FCPI Fidelity Stocks for Inflation ETF 13.9 29 36 9.4 +0.3
TPSC Timothy Plan US Small Cap Core ETF 13.8 52 13 8.4 -0.7
ECML Euclidean Fundamental Value ETF 13.8 95 -30 15.0 +5.9
COWZ Pacer US Cash Cows 100 ETF 13.7 49 16 11.4 +2.3
IWM iShares Russell 2000 ETF 13.7 19 46 3.9 -5.2
VTWO Vanguard Russell 2000 Index Fund 13.6 10 55 4.0 -5.1
HOMZ Hoya Capital Housing ETF 13.5 30 35 8.7 -0.4
VFVA Vanguard U.S. Value Factor ETF 13.5 13 52 11.1 +2.1
AUSF Global X Adaptive U.S. Factor ETF 13.2 27 38 5.9 -3.2
PDP Invesco DWA Momentum ETF 13.1 62 3 3.9 -5.2
FLRG Fidelity U.S. Multifactor ETF 13.1 29 36 7.9 -1.2
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 13.1 20 45 5.5 -3.6
IWO iShares Russell 2000 Growth ETF 12.8 24 41 1.2 -7.9
AFLG First Trust Active Factor Large Cap ETF 12.8 55 10 6.5 -2.6
VTWG Vanguard Russell 2000 Growth Index Fund 12.8 15 50 1.3 -7.8
IWS iShares Russell Mid-Cap Value ETF 12.7 23 42 7.3 -1.8
HLGE Hartford Longevity Economy ETF 12.6 44 21 7.0 -2.1
FNDA Schwab Fundamental U.S. Small Co. Index ETF 12.4 25 40 7.0 -2.1
IWR iShares Russell Midcap ETF 12.3 18 47 6.2 -2.9
ETHO Etho Climate Leadership U.S. ETF 12.0 47 18 5.0 -4.1
QVAL Alpha Architect U.S. Quantitative Value ETF 11.9 39 26 11.6 +2.5
ITB iShares U.S. Home Construction ETF 11.8 40 25 12.2 +3.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 11.4 95 -30 1.8 -7.3
COWS Amplify Cash Flow Dividend Leaders ETF 11.3 0 65 12.3 +3.2
JMOM JPMorgan U.S. Momentum Factor ETF 11.1 12 53 5.4 -3.7
FXD First Trust Consumer Discretionary AlphaDEX Fund 11.1 61 4 5.6 -3.4
LRGF iShares Edge MSCI Multifactor USA ETF 10.8 8 57 6.1 -2.9
BUL Pacer US Cash Cows Growth ETF 10.8 60 5 10.1 +1.0
PAVE Global X U.S. Infrastructure Development ETF 10.8 47 18 6.4 -2.7
CSML IQ Chaikin U.S. Small Cap ETF 10.8 35 30 5.8 -3.3
TPLC Timothy Plan US Large Cap Core ETF 10.6 52 13 6.1 -3.0
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 10.6 80 -15 7.2 -1.9
AVLV Avantis U.S. Large Cap Value ETF 10.6 15 50 8.2 -0.9
SMCP AlphaMark Actively Managed Small Cap ETF 10.5 90 -25 0.0 -9.1
RESP WisdomTree US ESG Fund of Benef Interest 10.4 28 37 6.2 -2.9
IWN iShares Russell 2000 Value ETF 10.3 24 41 6.2 -2.9
VTWV Vanguard Russell 2000 Value Index Fund 10.3 15 50 6.4 -2.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 9.8 29 36 7.1 -2.0
IMCV iShares Morningstar Mid-Cap Value ETF 9.7 6 59 8.3 -0.8
IJR iShares Core S&P Small Cap ETF 9.6 6 59 8.4 -0.7
SPSM SPDR Portfolio S&P 600 Small Cap ETF 9.6 3 62 8.4 -0.7
BRNY Burney U.S. Factor Rotation ETF 9.5 79 -14 6.3 -2.8
PKB Invesco Dynamic Building & Construction ETF 9.5 60 5 11.3 +2.2
VIOO Vanguard S&P Small-Cap 600 ETF 9.5 10 55 8.1 -1.0
ROE Astoria US Quality Kings ETF 9.4 49 16 8.3 -0.8
OSCV Opus Small Cap Value Plus ETF 9.2 79 -14 6.5 -2.6
IWP iShares Russell Mid-Cap Growth ETF 9.1 23 42 3.9 -5.2
XHB SPDR S&P Homebuilders ETF 9.1 35 30 9.8 +0.7
TTAC TrimTabs US Free Cash Flow Quality ETF 9.0 59 6 6.2 -2.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 9.0 15 50 8.5 -0.6
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 9.0 20 45 7.5 -1.6
VUSE Vident Core US Equity Fund 8.9 50 15 5.9 -3.2
DES WisdomTree U.S. SmallCap Dividend Fund 8.9 38 27 10.0 +1.0
REVS Columbia Research Enhanced Value ETF 8.9 19 46 8.1 -1.0
DFUV Dimensional US Marketwide Value ETF 8.9 22 43 8.2 -0.9
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 8.9 15 50 7.0 -2.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 8.8 15 50 5.9 -3.1
RBLD First Trust Alerian US NextGen Infrastructure ETF 8.7 65 0 5.3 -3.8
IMCB iShares Morningstar Mid-Cap ETF 8.7 4 61 6.3 -2.8
DFAC Dimensional U.S. Core Equity 2 ETF 8.7 17 48 6.0 -3.0
QDEF FlexShares Quality Dividend Defensive Index Fund 8.7 37 28 6.1 -3.0
CVY Invesco Zacks Multi-Asset Income ETF 8.7 100 -35 11.8 +2.7
SRHQ SRH U.S. Quality ETF 8.6 35 30 8.4 -0.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 8.6 4 61 6.3 -2.7
FDMO Fidelity Momentum Factor ETF 8.6 29 36 4.1 -4.9
PEZ Invesco DWA Consumer Cyclicals Momentum ETF 8.4 60 5 6.8 -2.3
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 8.4 25 40 6.2 -2.9
SIZE iShares MSCI USA Size Factor ETF 8.4 15 50 6.4 -2.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 8.4 39 26 4.3 -4.8
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 8.3 12 53 8.2 -0.9
FIDU Fidelity MSCI Industrials Index ETF 8.3 8 57 5.2 -3.9
XJR iShares ESG Screened S&P Small-Cap ETF 8.3 12 53 7.8 -1.3
VIS Vanguard Industrials Index Fund 8.3 10 55 4.9 -4.2
HDUS Hartford Disciplined US Equity ETF 8.3 19 46 6.5 -2.6
ESIX SPDR S&P SmallCap 600 ESG ETF 8.1 12 53 7.8 -1.3
DSTL Distillate US Fundamental Stability & Value ETF 8.0 39 26 7.6 -1.5
SMLE Xtrackers S&P SmallCap 600 ESG ETF 8.0 15 50 7.8 -1.3
XSMO Invesco S&P SmallCap Momentum ETF 8.0 39 26 6.9 -2.2
QDF FlexShares Quality Dividend Index Fund 8.0 37 28 6.2 -2.9
AVUS Avantis U.S. Equity ETF 7.9 15 50 6.4 -2.7
PRN Invesco DWA Industrials Momentum ETF 7.8 60 5 5.4 -3.7
IFRA iShares U.S. Infrastructure ETF 7.8 30 35 6.5 -2.6
DFSU Dimensional US Sustainability Core 1 ETF 7.7 18 47 6.0 -3.1
CFA VictoryShares US 500 Volatility Weighted Index ETF 7.7 35 30 6.3 -2.8
EUSA iShares MSCI USA Equal Weighted ETF 7.7 9 56 6.5 -2.6
FTC First Trust Large Cap Growth AlphaDEX Fund 7.7 59 6 3.6 -5.5
JQUA JPMorgan U.S. Quality Factor ETF 7.4 12 53 6.0 -3.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 7.4 65 0 4.4 -4.7
BTHM BlackRock Future U.S. Themes ETF 7.3 60 5 5.0 -4.1
FXO First Trust Financials AlphaDEX Fund 7.3 62 3 10.0 +0.9
TMFX Motley Fool Next Index ETF 7.3 50 15 3.3 -5.8
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 7.1 40 25 7.1 -2.0
SLYG SPDR S&P 600 Small Cap Growth ETF 7.1 15 50 7.1 -2.0
IJT iShares S&P Small-Cap 600 Growth ETF 7.1 25 40 7.0 -2.1
VIOG Vanguard S&P Small-Cap 600 Growth ETF 7.1 15 50 7.0 -2.1
IMCG iShares Morningstar Mid-Cap Growth ETF 7.1 6 59 4.5 -4.5
FVAL Fidelity Value Factor ETF 6.9 29 36 7.7 -1.3
ZIG The Acquirers Fund 6.9 84 -19 18.3 +9.2
RDVY First Trust Rising Dividend Achievers ETF 6.9 50 15 9.6 +0.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 6.9 39 26 6.3 -2.8
FLQL Franklin LibertyQ U.S. Equity ETF 6.9 15 50 6.7 -2.4
KRUZ Unusual Whales Subversive Republican Trading ETF 6.8 75 -10 4.1 -5.0
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 6.7 35 30 7.1 -2.0
ROSC Hartford Multifactor Small Cap ETF 6.7 34 31 10.7 +1.6
FEX First Trust Large Cap Core AlphaDEX Fund 6.6 59 6 6.1 -3.0
XSHQ Invesco S&P SmallCap Quality ETF 6.6 30 35 10.2 +1.1
KBE SPDR S&P Bank ETF 6.5 35 30 12.3 +3.3
SLYV SPDR S&P 600 Small Cap Value ETF 6.5 15 50 9.6 +0.5
IJS iShares S&P Small-cap 600 Value ETF 6.5 18 47 9.5 +0.5
VIOV Vanguard S&P Small-Cap 600 Value ETF 6.5 15 50 9.3 +0.2
YPS Arrow Reverse Cap 500 ETF 6.5 29 36 7.2 -1.8
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 6.4 75 -10 4.3 -4.8
RWJ Invesco S&P SmallCap 600 Revenue ETF 6.3 39 26 10.9 +1.8
FXL First Trust Technology AlphaDEX Fund 6.2 61 4 5.3 -3.8
SVAL iShares US Small Cap Value Factor ETF 6.2 20 45 12.0 +2.9
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 6.2 60 5 7.8 -1.3
GRNR Global X Green Building ETF 6.2 45 20 7.2 -1.9
FOVL iShares Focused Value Factor ETF 6.1 25 40 11.2 +2.1
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 6.0 60 5 9.5 +0.4
NUMV Nuveen ESG Mid-Cap Value ETF 6.0 31 34 8.1 -1.0
PYZ Invesco DWA Basic Materials Momentum ETF 6.0 60 5 8.0 -1.0
SDY SPDR S&P Dividend ETF 6.0 35 30 6.9 -2.1
IYJ iShares U.S. Industrials ETF 6.0 40 25 5.3 -3.8
SXQG 6 Meridian Quality Growth ETF 5.9 100 -35 4.7 -4.4
VLU SPDR S&P 1500 Value Tilt ETF 5.9 12 53 7.7 -1.4
CSMD Congress SMid Growth ETF 5.8 69 -4 4.5 -4.6
FXH First Trust Health Care AlphaDEX Fund 5.8 61 4 8.6 -0.5
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 5.8 59 6 9.0 -0.1
FYX First Trust Small Cap Core AlphaDEX Fund 5.8 61 4 8.8 -0.2
MBOX Freedom Day Dividend ETF 5.8 39 26 8.5 -0.6
DVY iShares Select Dividend ETF 5.7 38 27 9.4 +0.3
FNDB Schwab Fundamental U.S. Broad Market Index ETF 5.6 25 40 7.2 -1.9
VAW Vanguard Materials Index Fund 5.6 10 55 6.6 -2.5
FMAT Fidelity MSCI Materials Index ETF 5.6 8 57 6.8 -2.3
XRT SPDR S&P Retail ETF 5.6 35 30 10.0 +0.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 5.5 19 46 6.8 -2.3
WLDR Affinity World Leaders Equity ETF 5.5 67 -2 8.7 -0.4
KONG Formidable Fortress ETF 5.5 89 -24 6.7 -2.4
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 5.5 69 -4 9.2 +0.1
JSTC Adasina Social Justice All Cap Global ETF 5.5 89 -24 4.6 -4.4
LGLV SPDR Russell 1000 Low Volatility ETF 5.5 12 53 5.6 -3.5
PRF Invesco FTSE RAFI US 1000 ETF 5.5 39 26 7.1 -2.0
VFMV Vanguard U.S. Minimum Volatility ETF 5.5 13 52 5.9 -3.2
SQLV Legg Mason Small-Cap Quality Value 5.5 60 5 9.9 +0.8
DFLV Dimensional US Large Cap Value ETF 5.5 22 43 8.6 -0.5
SSLY Syntax Stratified SmallCap ETF 5.4 40 25 8.1 -0.9
FVD First Trust Value Line Dividend Index Fund 5.4 65 0 6.2 -2.9
STXV Strive 1000 Value ETF 5.4 18 47 8.5 -0.6
SPVM Invesco S&P 500 Value with Momentum ETF 5.3 39 26 8.9 -0.2
BOUT Innovator IBD Breakout Opportunities ETF 5.3 81 -16 5.3 -3.8
NUMG Nuveen ESG Mid-Cap Growth ETF 5.3 31 34 3.7 -5.4
RECS Columbia Research Enhanced Core ETF 5.2 15 50 6.2 -2.9
VLUE iShares MSCI USA Value Factor ETF 5.2 15 50 11.4 +2.3
WCEO Hypatia Women CEO ETF 5.2 85 -20 6.3 -2.8
PEXL Pacer US Export Leaders ETF 5.1 60 5 5.3 -3.8
CZA Invesco Zacks Mid-Cap ETF 5.1 69 -4 6.7 -2.4
FXZ First Trust Materials AlphaDEX Fund 5.1 61 4 10.7 +1.7
IUS Invesco Strategic US ETF 5.1 19 46 7.7 -1.4
FYT First Trust Small Cap Value AlphaDEX Fund 5.1 73 -8 15.1 +6.0
FNDX Schwab Fundamental U.S. Large Co. Index ETF 5.1 25 40 7.2 -1.9
FDWM Fidelity Women's Leadership ETF 5.0 59 6 5.7 -3.4
USRT iShares Core U.S. REIT ETF 5.0 8 57 7.8 -1.3
KOMP SPDR Kensho New Economies Composite ETF 5.0 20 45 -0.5 -9.6
BIBL Inspire ETF 5.0 35 30 5.4 -3.7
FREL Fidelity MSCI Real Estate Index ETF 5.0 8 57 7.5 -1.6
ITAN Sparkline Intangible Value ETF 5.0 50 15 6.5 -2.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 4.9 75 -10 6.5 -2.6
AMID Argent Mid Cap ETF 4.9 52 13 8.1 -1.0
FDIV MarketDesk Focused U.S. Dividend ETF 4.9 35 30 9.8 +0.7
SSPY Syntax Stratified LargeCap ETF 4.9 30 35 7.0 -2.1
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 4.9 11 54 7.8 -1.3
FRI First Trust S&P REIT Index Fund 4.9 50 15 7.4 -1.7
IYM iShares U.S. Basic Materials ETF 4.9 40 25 7.1 -2.0
CRED Columbia Research Enhanced Real Estate ETF 4.8 33 32 7.6 -1.5
TRFK Pacer Data and Digital Revolution ETF 4.8 60 5 4.5 -4.6
VONV Vanguard Russell 1000 Value Index Fund 4.8 8 57 7.2 -1.9
IWD iShares Russell 1000 Value ETF 4.8 19 46 7.1 -2.0
BLES Inspire Global Hope Large Cap ETF 4.8 61 4 6.4 -2.7
HKND Humankind US Stock ETF 4.8 11 54 6.8 -2.3
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 4.7 38 27 10.7 +1.6
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 4.7 9 56 4.1 -5.0
MGMT Ballast Small/Mid Cap ETF 4.7 110 -45 7.6 -1.5
DFAU Dimensional US Core Equity Market ETF 4.7 12 53 5.7 -3.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.6 9 56 6.6 -2.5
SMOT VanEck Morningstar SMID Moat ETF 4.6 49 16 7.8 -1.3
DFAR Dimensional US Real Estate ETF 4.6 19 46 7.4 -1.7
VNQ Vanguard REIT Index Fund 4.6 12 53 7.4 -1.7
SCHH Schwab U.S. REIT ETF 4.6 7 58 7.7 -1.4
RSP Invesco S&P 500 Equal Weight ETF 4.6 20 45 6.6 -2.4
DTD WisdomTree U.S.Total Dividend Fund 4.6 28 37 7.2 -1.9
JHML John Hancock Multifactor Large Cap ETF 4.6 29 36 6.0 -3.1
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 4.5 60 5 7.2 -1.9
RNSC Small Cap US Equity Select ETF 4.5 60 5 8.8 -0.3
CCSO Carbon Collective Climate Solutions U.S. Equity ETF 4.5 35 30 2.4 -6.7
DEIF Sterling Capital Diverse Multi-Manager Active ETF 4.5 65 0 4.9 -4.2
RWR SPDR Dow Jones REIT ETF 4.5 25 40 7.4 -1.7
IYR iShares U.S. Real Estate ETF 4.4 40 25 7.2 -1.9
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 4.4 69 -4 5.6 -3.5
TPHD Timothy Plan High Dividend Stock ETF 4.4 52 13 6.4 -2.6
QQQJ Invesco NASDAQ Next Gen 100 ETF 4.3 15 50 5.7 -3.4
RZG Invesco S&P Smallcap 600 Pure Growth ETF 4.3 35 30 8.3 -0.8
DIVB iShares Core Dividend 4.3 5 60 8.4 -0.7
RZV Invesco S&P Smallcap 600 Pure Value ETF 4.3 35 30 11.5 +2.4
LCLG Logan Capital Broad Innovative Growth ETF 4.3 99 -34 5.5 -3.6
BMVP Invesco Bloomberg MVP Multi-Factor ETF 4.3 60 5 8.8 -0.3
PFI Invesco DWA Financial Momentum ETF 4.2 60 5 8.6 -0.5
VOE Vanguard Mid-Cap Value Index Fund 4.2 7 58 8.1 -1.0
DHS WisdomTree U.S. High Dividend Fund 4.2 38 27 9.8 +0.7
SIXS 6 Meridian Small Cap Equity ETF 4.2 89 -24 8.7 -0.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 4.1 49 16 5.2 -3.9
BTEK BlackRock Future Tech ETF 4.1 88 -23 1.8 -7.3
SAGP Strategas Global Policy Opportunities ETF 4.0 65 0 4.6 -4.5
CALF Pacer US Small Cap Cash Cows 100 ETF 4.0 59 6 12.3 +3.2
REET iShares Global REIT ETF 4.0 14 51 7.3 -1.8
DFGR Dimensional Global Real Estate ETF 4.0 22 43 7.1 -2.0
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 4.0 42 23 8.5 -0.6
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.9 60 5 7.4 -1.6
RYJ Invesco Raymond James SB-1 Equity ETF 3.9 81 -16 3.9 -5.2
VCR Vanguard Consumer Discretionary Index Fund 3.9 10 55 4.7 -4.4
SLX VanEck Steel ETF 3.9 56 9 22.6 +13.6
XME SPDR S&P Metals & Mining ETF 3.9 35 30 7.1 -2.0
FDIS Fidelity MSCI Consumer Discretionary Index ETF 3.9 8 57 4.8 -4.3
IEDI iShares Evolved U.S. Discretionary Spending ETF 3.9 18 47 5.2 -3.9
PSL Invesco DWA Consumer Staples Momentum ETF 3.8 60 5 5.4 -3.7
FFTY Innovator IBD 50 ETF 3.8 80 -15 3.8 -5.3
RWO SPDR Dow Jones Global Real Estate ETF 3.8 50 15 6.8 -2.3
QQQS Invesco NASDAQ Future Gen 200 ETF 3.8 20 45 -12.8 -21.9
RNLC Large Cap US Equity Select ETF 3.8 60 5 6.6 -2.5
XHS SPDR S&P Health Care Services ETF 3.8 35 30 6.8 -2.3
SCHD Schwab U.S. Dividend Equity ETF 3.8 6 59 8.9 -0.2
PPTY PPTY-U.S. Diversified Real Estate ETF 3.8 53 12 7.2 -1.9
DWAS Invesco DWA SmallCap Momentum ETF 3.7 60 5 1.1 -8.0
FQAL Fidelity Quality Factor ETF 3.7 29 36 5.8 -3.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 3.7 12 53 4.9 -4.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.7 20 45 6.1 -3.0
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.7 38 27 7.8 -1.3
CSB VictoryShares US Small Cap High Dividend Volatility Wtd Idx 3.7 35 30 10.0 +0.9
SPTM SPDR Portfolio Total Stock Market ETF 3.6 3 62 5.8 -3.3
ESGV Vanguard ESG U.S. Stock ETF 3.6 9 56 5.3 -3.8
QLV FlexShares US Quality Low Volatility Index Fund 3.6 22 43 5.2 -3.9
FTXH First Trust Nasdaq Pharmaceuticals ETF 3.6 60 5 9.9 +0.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 3.6 3 62 5.4 -3.7
MRND IQ U.S. Mid Cap R&D Leaders ETF 3.6 16 49 4.1 -5.0
IWV iShares Russell 3000 ETF 3.6 20 45 5.3 -3.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 3.6 14 51 5.6 -3.5
VTI Vanguard Total Stock Market Index Fund 3.6 3 62 5.3 -3.8
VGT Vanguard Information Technology Index Fund 3.6 10 55 5.0 -4.1
PSR Invesco Active U.S. Real Estate Fund 3.6 35 30 6.9 -2.2
VSDA VictoryShares Dividend Accelerator ETF 3.6 35 30 6.6 -2.5
VTHR Vanguard Russell 3000 Index Fund 3.6 10 55 5.4 -3.7
FTA First Trust Large Cap Value AlphaDEX Fund 3.6 59 6 8.9 -0.2
SCHB Schwab U.S. Broad Market ETF 3.6 3 62 5.5 -3.6
XSVM Invesco S&P SmallCap Value with Momentum ETF 3.6 39 26 11.5 +2.4
XSW SPDR S&P Software & Services ETF 3.5 35 30 1.9 -7.2
GDIV Harbor Dividend Growth Leaders ETF 3.5 50 15 6.2 -2.9
PY Principal Shareholder Yield Index ETF 3.5 15 50 7.8 -1.2
DFUS Dimensional U.S. Equity ETF 3.5 9 56 5.5 -3.6
LUXX Roundhill S&P Global Luxury ETF 3.5 45 20 2.5 -6.6
SCHV Schwab U.S. Large-Cap Value ETF 3.5 4 61 7.1 -2.0
MTUM iShares MSCI USA Momentum Factor ETF 3.5 15 50 4.9 -4.2
RUNN Running Oak Efficient Growth ETF 3.5 58 7 5.5 -3.6
LVHD Legg Mason Low Volatility High Dividend ETF 3.4 27 38 9.4 +0.4
SMRI Bushido Capital US Equity ETF 3.4 71 -6 9.0 -0.1
VHT Vanguard Health Care Index Fund 3.4 10 55 6.1 -3.0
VNMC Natixis Vaughan Nelson Mid Cap ETF 3.4 85 -20 5.4 -3.7
FHLC Fidelity MSCI Health Care Index ETF 3.4 8 57 6.2 -2.9
IUSV iShares Core S&P U.S. Value ETF 3.4 4 61 6.3 -2.8
TMFS Motley Fool Small Cap Growth ETF 3.4 85 -20 2.7 -6.4
QLC FlexShares US Quality Large Cap Index Fund 3.4 25 40 5.8 -3.3
PSCT Invesco S&P SmallCap Information Technology ETF 3.4 29 36 6.7 -2.4
IAK iShares U.S. Insurance ETF 3.4 39 26 5.3 -3.8
KIE SPDR S&P Insurance ETF 3.4 35 30 5.2 -3.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3.4 9 56 6.3 -2.7
SCHK Schwab 1000 Index ETF 3.3 5 60 5.5 -3.5
VO Vanguard Mid-Cap Index Fund 3.3 4 61 6.4 -2.7
IYY iShares Dow Jones U.S. ETF 3.3 20 45 5.3 -3.7
BLDG Cambria Global Real Estate ETF 3.3 60 5 9.3 +0.2
PICK iShares MSCI Global Metals & Mining Producers ETF 3.3 39 26 10.2 +1.1
IUSG iShares Core S&P US Growth ETF 3.2 4 61 5.7 -3.4
XSLV Invesco S&P SmallCap Low Volatility ETF 3.2 25 40 6.8 -2.3
FTEC Fidelity MSCI Information Technology Index ETF 3.2 8 57 5.0 -4.1
ANEW ProShares MSCI Transformational Changes ETF 3.2 45 20 4.8 -4.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.2 58 7 6.4 -2.7
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 3.2 20 45 6.2 -2.8
SMDV ProShares Russell 2000 Dividend Growers ETF 3.2 40 25 7.9 -1.2
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.1 15 50 7.1 -2.0
VYM Vanguard High Dividend Yield Index ETF 3.1 6 59 7.8 -1.3
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 3.1 60 5 4.7 -4.4
IPDP Dividend Performers ETF 3.1 106 -41 5.1 -4.0
TXS Texas Capital Texas Equity Index ETF 3.1 49 16 5.6 -3.5
AVSC Avantis U.S Small Cap Equity ETF 3.1 25 40 5.6 -3.5
KRMA Global X Conscious Companies ETF 3.0 43 22 5.8 -3.3
UDI USCF Dividend Income Fund 3.0 0 65 0.0 -9.1
IYC iShares U.S. Consumer Services ETF 3.0 40 25 4.1 -5.0
GDEF Goldman Sachs Defensive Equity ETF 3.0 55 10 5.2 -3.9
RAYD Rayliant Quantitative Developed Market Equity ETF 3.0 80 -15 5.5 -3.6
IWB iShares Russell 1000 ETF 3.0 15 50 5.4 -3.7
VONE Vanguard Russell 1000 ETF 3.0 8 57 5.5 -3.6
IYH iShares U.S. Healthcare ETF 3.0 40 25 6.7 -2.4
FMIL Fidelity New Millennium ETF 3.0 59 6 4.4 -4.7
RPV Invesco S&P 500 Pure Value ETF 3.0 35 30 11.4 +2.4
FSST Fidelity Sustainability U.S. Equity ETF 2.9 59 6 5.5 -3.6
EQRR ProShares Equities for Rising Rates ETF 2.9 35 30 8.3 -0.8
KVLE KFA Value Liner Dynamic Core Equity Index ETF 2.9 56 9 5.7 -3.4
PSCF Invesco S&P SmallCap Financials ETF 2.9 29 36 10.5 +1.4
JSML Janus Henderson Small Cap Growth Alpha ETF 2.9 30 35 10.4 +1.3
DGRO iShares Core Dividend Growth ETF 2.9 8 57 7.0 -2.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.8 11 54 5.5 -3.6
KRE SPDR S&P Regional Banking ETF 2.8 35 30 11.1 +2.1
QUAL iShares MSCI Usa Quality Factor ETF 2.8 15 50 6.1 -3.0
ERET iShares Environmentally Aware Real Estate ETF 2.8 30 35 7.2 -1.8
FTXN First Trust Nasdaq Oil & Gas ETF 2.8 60 5 7.1 -1.9
XHE SPDR S&P Health Care Equipment ETF 2.8 35 30 0.9 -8.2
AIRR First Trust RBA American Industrial Renaissance ETF 2.8 70 -5 5.9 -3.2
IYF iShares U.S. Financials ETF 2.8 40 25 6.7 -2.4
FTXL First Trust Nasdaq Semiconductor ETF 2.8 60 5 7.4 -1.7
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.8 52 13 8.3 -0.8
DGRW WisdomTree U.S. Quality Dividend Growth Fund 2.7 28 37 6.1 -3.0
SPGP Invesco S&P 500 GARP ETF 2.7 36 29 8.8 -0.3
IVES Wedbush ETFMG Global Cloud Technology ETF 2.7 68 -3 1.8 -7.3
AVRE Avantis Real Estate ETF 2.7 17 48 6.6 -2.5
VFH Vanguard Financials Index Fund 2.7 10 55 6.9 -2.2
SNSR Global X Internet of Things Thematic ETF 2.7 68 -3 4.2 -4.9
FNCL Fidelity MSCI Financials Index ETF 2.7 8 57 6.9 -2.2
PTF Invesco DWA Technology Momentum ETF 2.7 60 5 0.2 -8.9
RDOG ALPS REIT Dividend Dogs ETF 2.7 35 30 14.0 +4.9
HAPY Harbor Corporate Culture Leaders ETF 2.6 50 15 3.8 -5.3
QQQN VictoryShares Nasdaq Next 50 ETF 2.6 18 47 3.6 -5.5
GQRE FlexShares Global Quality Real Estate Index Fund 2.6 45 20 7.3 -1.8
IGV iShares Expanded Tech-Software ETF 2.6 41 24 3.4 -5.6
IGM iShares Expanded Tech Sector ETF 2.6 41 24 4.9 -4.2
JHDV John Hancock U.S. High Dividend ETF 2.6 34 31 6.9 -2.2
RDIV Invesco S&P Ultra Dividend Revenue ETF 2.5 39 26 12.1 +3.0
RIET Hoya Capital High Dividend Yield ETF 2.5 50 15 14.1 +5.0
PFM Invesco Dividend Achievers ETF 2.5 53 12 5.9 -3.2
DEW WisdomTree Global High Dividend Fund 2.5 58 7 9.2 +0.1
FYC First Trust Small Cap Growth AlphaDEX Fund 2.5 71 -6 1.1 -8.0
PSCI Invesco S&P SmallCap Industrials ETF 2.5 29 36 7.0 -2.1
USXF iShares ESG Advanced MSCI USA ETF 2.5 10 55 5.4 -3.7
FDL First Trust Morningstar Dividend Leaders Index Fund 2.5 45 20 10.7 +1.6
ILCV iShares Morningstar Value ETF 2.4 4 61 7.3 -1.8
HART IQ Healthy Hearts ETF 2.4 45 20 5.7 -3.4
IGE iShares North American Natural Resources ETF 2.4 41 24 6.5 -2.6
TRFM AAM Transformers ETF 2.4 49 16 1.4 -7.7
BFIT Global X Health & Wellness ETF 2.4 50 15 5.6 -3.4
AGNG Global X Aging Population ETF 2.4 50 15 4.0 -5.1
FTGS First Trust Growth Strength ETF 2.4 60 5 6.4 -2.7
PRAY FIS Biblically Responsible Risk Managed ETF 2.4 69 -4 6.1 -3.0
VIG Vanguard Dividend Appreciation Index Fund 2.4 6 59 5.9 -3.2
FITE SPDR Kensho Future Security ETF 2.4 45 20 3.3 -5.8
FCLD Fidelity Cloud Computing ETF 2.4 39 26 2.5 -6.6
FIVG Defiance Next Gen Connectivity ETF 2.4 30 35 6.8 -2.3
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 2.3 30 35 12.2 +3.1
QUS SPDR MSCI USA StrategicFactors ETF 2.3 15 50 6.3 -2.8
TPHE Timothy Plan High Dividend Stock Enhanced ETF 2.3 54 11 6.7 -2.4
NETZ Engine No 1 Transform Climate ETF 2.3 75 -10 3.8 -5.2
RSPH Invesco S&P 500 Equal Weight Health Care ETF 2.3 40 25 7.9 -1.2
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 2.3 21 44 4.0 -5.1
SCHX Schwab U.S. Large-Cap ETF 2.3 3 62 5.5 -3.6
EES WisdomTree SmallCap Earnings Fund 2.3 38 27 11.4 +2.3
PXE Invesco Dynamic Energy Exploration & Production ETF 2.3 63 2 13.0 +4.0
SPVU Invesco S&P 500 Enhanced Value ETF 2.3 13 52 10.8 +1.7
FSTA Fidelity MSCI Consumer Staples Index ETF 2.3 8 57 6.3 -2.8
VPU Vanguard Utilities Index Fund 2.2 10 55 6.8 -2.3
FUTY Fidelity MSCI Utilities Index ETF 2.2 8 57 6.8 -2.2
BMED BlackRock Future Health ETF 2.2 85 -20 0.7 -8.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.2 60 5 4.7 -4.4
XITK SPDR FactSet Innovative Technology ETF 2.2 45 20 0.1 -9.0
RPG Invesco S&P 500 Pure Growth ETF 2.2 35 30 7.6 -1.5
USMV iShares Edge MSCI Min Vol USA ETF 2.2 15 50 6.1 -3.0
RSPN Invesco S&P 500 Equal Weight Industrials ETF 2.2 40 25 4.4 -4.7
RWL Invesco S&P 500 Revenue ETF 2.2 39 26 7.1 -2.0
MAGA Point Bridge GOP Stock Tracker ETF 2.2 72 -7 6.5 -2.6
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 2.1 36 29 6.7 -2.4
NULG Nuveen ESG Large-Cap Growth ETF 2.1 26 39 4.4 -4.6
FUNL CornerCap Fundametrics Large-Cap ETF 2.1 50 15 7.3 -1.8
ENTR Entrepreneur 30 Fund 2.1 75 -10 2.5 -6.6
FCG First Trust Natural Gas ETF 2.1 60 5 9.3 +0.2
IBB iShares NASDAQ Biotechnology ETF 2.1 45 20 0.0 -9.1
DUHP Dimensional US High Profitability ETF 2.1 21 44 7.6 -1.5
TECB iShares US Tech Breakthrough Multisector ETF 2.1 40 25 4.5 -4.6
QDIV Global X S&P 500 Quality Dividend ETF 2.1 20 45 9.3 +0.2
STXG Strive 1000 Growth ETF 2.1 18 47 4.4 -4.7
OALC OneAscent Large Cap Core ETF 2.1 82 -17 6.6 -2.5
IBBQ Invesco Nasdaq Biotechnology ETF 2.1 19 46 0.1 -9.0
KBWY Invesco KBW Premium Yield Equity REIT ETF 2.0 35 30 18.8 +9.7
RAFE PIMCO RAFI ESG U.S. ETF 2.0 29 36 7.5 -1.6
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.0 50 15 8.8 -0.3
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 2.0 50 15 3.2 -5.8
DIVY Sound Equity Income ETF 2.0 45 20 11.0 +1.9
QABA First Trust NASDAQ ABA Community Bank Index Fund 2.0 60 5 10.1 +1.0
FDVV Fidelity Core Dividend ETF 2.0 29 36 9.1 +0.1
GNR SPDR S&P Global Natural Resources ETF 2.0 40 25 8.9 -0.2
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 2.0 49 16 5.6 -3.5
FXU First Trust Utilities AlphaDEX Fund 2.0 64 1 6.5 -2.6
ERTH Invesco MSCI Sustainable Future ETF 2.0 56 9 3.8 -5.3
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 2.0 58 7 4.9 -4.2
APUE ActivePassive U.S. Equity ETF 2.0 33 32 5.4 -3.7
DSI iShares MSCI KLD 400 Social ETF 2.0 25 40 5.5 -3.6
XT iShares Exponential Technologies ETF 2.0 46 19 3.5 -5.6
TMDV ProShares Russell US Dividend Growers ETF 2.0 35 30 6.7 -2.4
FPX First Trust US IPO Index Fund 2.0 61 4 -0.6 -9.7
FTXR First Trust Nasdaq Transportation ETF 2.0 60 5 6.8 -2.3
KBWR Invesco KBW Regional Banking ETF 2.0 35 30 11.0 +2.0
ILCB iShares Morningstar U.S. Equity ETF 1.9 3 62 5.5 -3.6
REZ iShares Residential Real Estate Capped ETF 1.9 48 17 6.7 -2.4
XBI SPDR S&P BIOTECH ETF 1.9 35 30 -3.7 -12.8
PBE Invesco Dynamic Biotechnology & Genome ETF 1.9 59 6 1.6 -7.5
BBP BioShares Biotechnology Products Fund 1.9 79 -14 -5.6 -14.7
VT Vanguard Total World Stock ETF 1.9 7 58 5.1 -3.9
GLOF iShares Global Equity Factor ETF 1.9 20 45 7.2 -1.9
PUI Invesco DWA Utilities Momentum ETF 1.9 60 5 6.1 -3.0
SMOG VanEck Low Carbon Energy ETF 1.9 61 4 3.0 -6.1
XSD SPDR S&P Semiconductor ETF 1.9 35 30 6.1 -3.0
IHF iShares U.S. Healthcare Providers ETF 1.9 39 26 6.3 -2.8
PRVT Private Real Estate Strategy via Liquid REITs ETF 1.9 59 6 7.5 -1.6
VDC Vanguard Consumer Staples Index Fund 1.9 10 55 6.3 -2.8
FTXO First Trust Nasdaq Bank ETF 1.9 60 5 12.3 +3.2
IHI iShares U.S. Medical Devices ETF 1.9 40 25 4.3 -4.8
ERSX ERShares NextGen Entrepreneurs ETF 1.9 75 -10 5.9 -3.2
IYG iShares US Financial Services ETF 1.9 40 25 6.5 -2.6
AIEQ AI Powered Equity ETF 1.9 75 -10 4.1 -5.0
IDU iShares U.S. Utilities ETF 1.9 40 25 6.2 -2.9
SHOC Strive U.S. Semiconductor ETF 1.9 40 25 6.7 -2.4
FTRI First Trust Indxx Global Natural Resources Income ETF 1.9 70 -5 9.1 +0.0
AESR Anfield U.S. Equity Sector Rotation ETF 1.8 108 -43 4.7 -4.4
NANC Unusual Whales Subversive Democratic Trading ETF 1.8 75 -10 4.3 -4.8
SPMO Invesco S&P 500 Momentum ETF 1.8 13 52 4.6 -4.5
FDRR Fidelity Dividend ETF for Rising Rates 1.8 29 36 8.1 -0.9
GLIF AGFiQ Global Infrastructure ETF 1.8 45 20 5.2 -3.9
IBUY Amplify Online Retail ETF 1.8 65 0 0.6 -8.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.8 15 50 5.1 -4.0
VDNI V-Shares US Leadership Diversity ETF 1.8 29 36 5.7 -3.4
FBCV Fidelity Blue Chip Value ETF 1.8 59 6 7.1 -2.0
NULV Nuveen ESG Large-Cap Value ETF 1.8 26 39 7.4 -1.7
TDIV First Trust NASDAQ Technology Dividend Index Fund 1.8 50 15 6.3 -2.8
IAT iShares U.S. Regional Banks ETF 1.8 40 25 12.3 +3.3
FDLO Fidelity Low Volatility Factor ETF 1.8 29 36 5.4 -3.7
VDE Vanguard Energy Index Fund 1.8 10 55 6.8 -2.3
RSPT Invesco S&P 500 Equal Weight Technology ETF 1.8 40 25 6.1 -3.0
PBJ Invesco Dynamic Food & Beverage ETF 1.8 63 2 6.0 -3.1
HAP VanEck Natural Resources ETF 1.7 50 15 8.1 -1.0
STXD Strive 1000 Dividend Growth ETF 1.7 35 30 5.7 -3.3
VERS ProShares Metaverse ETF 1.7 58 7 -9.7 -18.8
NUDV Nuveen ESG Dividend ETF 1.7 26 39 7.5 -1.6
ESGS Columbia Sustainable U.S. Equity Income ETF 1.7 35 30 6.7 -2.4
DRLL Strive U.S. Energy ETF 1.7 41 24 6.4 -2.7
FMET Fidelity Metaverse ETF 1.7 39 26 4.2 -4.9
EPS WisdomTree U.S. Earnings 500 Fund 1.7 8 57 6.8 -2.3
FAN First Trust Global Wind Energy ETF 1.7 60 5 6.6 -2.5
KCE SPDR S&P Capital Markets ETF 1.7 35 30 7.9 -1.2
HACK ETFMG Prime Cyber Security ETF 1.7 60 5 3.9 -5.2
FBT First Trust NYSE Arca Biotechnology Index Fund 1.7 56 9 2.5 -6.6
MDCP VictoryShares THB Mid Cap ESG ETF 1.7 55 10 6.2 -2.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.7 25 40 6.2 -2.9
FCOM Fidelity MSCI Telecommunication Services Index ETF 1.6 8 57 6.0 -3.1
IYW iShares U.S. Technology ETF 1.6 40 25 4.9 -4.1
ACWV iShares MSCI Global Min Vol Factor ETF 1.6 20 45 6.6 -2.5
AZTD Aztlan Global Stock Selection DM SMID ETF 1.6 75 -10 6.6 -2.5
XOP SPDR S&P Oil & Gas Exploration & Production ETF 1.6 35 30 10.7 +1.6
RSHO Tema American Reshoring ETF 1.6 75 -10 3.1 -6.0
SAMT Strategas Macro Thematic Opportunities ETF 1.6 65 0 3.6 -5.4
VOX Vanguard Telecommunication Services Index Fund 1.6 10 55 6.2 -2.8
IEO iShares U.S. Oil & Gas Exploration & Production ETF 1.6 40 25 9.8 +0.7
PBUS Invesco PureBeta MSCI USA ETF 1.6 4 61 5.5 -3.6
OCEN IQ Clean Oceans ETF 1.6 45 20 5.6 -3.5
MILN Global X Millennial Consumer ETF 1.6 50 15 2.3 -6.7
XLI Industrial Select Sector SPDR Fund 1.6 10 55 5.2 -3.9
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.6 50 15 5.1 -4.0
IETC iShares Evolved U.S. Technology ETF 1.6 18 47 4.8 -4.3
MEDI Harbor Health Care ETF 1.5 80 -15 -0.8 -9.8
KNCT Invesco Next Gen Connectivity ETF 1.5 63 2 5.8 -3.3
QWLD SPDR MSCI World StrategicFactors ETF 1.5 30 35 6.1 -3.0
CARZ First Trust NASDAQ Global Auto Index Fund 1.5 70 -5 4.6 -4.5
ECLN First Trust EIP Carbon Impact ETF 1.5 96 -31 5.3 -3.8
CANC Tema Oncology ETF 1.5 75 -10 -4.4 -13.5
VEGN US Vegan Climate ETF 1.5 60 5 4.8 -4.2
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 1.5 15 50 7.3 -1.8
PSI Invesco Dynamic Semiconductors ETF 1.5 56 9 6.4 -2.7
ROOF IQ US Real Estate Small Cap ETF 1.5 60 5 8.4 -0.6
LCF Touchstone US Large Cap Focused ETF 1.5 69 -4 4.5 -4.5
EGUS iShares ESG Aware MSCI USA Growth ETF 1.5 15 50 4.7 -4.4
SKYY First Trust Cloud Computing ETF 1.5 60 5 3.1 -6.0
JRE Janus Henderson U.S. Real Estate ETF 1.5 65 0 7.0 -2.0
SOXQ Invesco PHLX Semiconductor ETF 1.5 19 46 6.6 -2.5
QGRW WisdomTree U.S. Quality Growth Fund 1.5 28 37 5.4 -3.7
CVAR Cultivar ETF 1.5 87 -22 7.7 -1.4
ILCG iShares Morningstar Growth ETF 1.5 4 61 4.3 -4.8
MEME Roundhill MEME ETF 1.5 69 -4 -7.6 -16.6
SHPP Pacer Industrials and Logistics ETF 1.5 60 5 9.4 +0.3
PPA Invesco Aerospace & Defense ETF 1.5 61 4 4.2 -4.9
SOXX iShares PHLX Semiconductor ETF 1.5 35 30 6.6 -2.5
FLV American Century Focused Large Cap Value ETF 1.4 42 23 6.5 -2.6
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 1.4 40 25 4.9 -4.2
FTXG First Trust Nasdaq Food & Beverage ETF 1.4 60 5 5.9 -3.2
CIBR First Trust NASDAQ CEA Cybersecurity ETF 1.4 60 5 3.9 -5.2
DUSA Davis Select U.S. Equity ETF 1.4 61 4 8.3 -0.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.4 20 45 5.3 -3.8
HDV iShares Core High Dividend ETF 1.4 8 57 8.8 -0.2
TDV ProShares S&P Technology Dividend Aristocrats ETF 1.4 45 20 6.4 -2.6
FENY Fidelity MSCI Energy Index ETF 1.4 8 57 6.9 -2.2
IWF iShares Russell 1000 Growth ETF 1.4 19 46 4.9 -4.2
SUSL iShares ESG MSCI USA Leaders ETF 1.4 10 55 5.4 -3.7
SDIV Global X SuperDividend ETF 1.4 58 7 16.3 +7.2
VONG Vanguard Russell 1000 Growth Index Fund 1.4 8 57 5.0 -4.1
GSPY Gotham Enhanced 500 ETF 1.4 50 15 5.8 -3.3
EVUS iShares ESG Aware MSCI USA Value ETF 1.4 18 47 7.2 -1.9
IQRA IQ CBRE Real Assets ETF 1.4 65 0 5.8 -3.3
WTRE WisdomTree New Economy Real Estate Fund 1.4 58 7 5.2 -3.9
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.4 25 40 6.2 -2.9
SPLV Invesco S&P 500 Low Volatility ETF 1.4 25 40 6.0 -3.1
ALTL Pacer Lunt Large Cap Alternator ETF 1.4 60 5 6.1 -3.0
XTL SPDR S&P Telecom ETF 1.4 35 30 9.7 +0.6
HAIL SPDR S&P Kensho Smart Mobility ETF 1.4 45 20 -5.0 -14.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.4 10 55 5.4 -3.6
BUZZ VanEck Social Sentiment ETF 1.3 75 -10 1.9 -7.2
CATH Global X S&P 500 Catholic Values Custom ETF 1.3 29 36 5.4 -3.7
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 1.3 45 20 4.3 -4.8
XTN SPDR S&P Transportation ETF 1.3 35 30 0.7 -8.4
IGPT Invesco AI and Next Gen Software ETF 1.3 56 9 4.7 -4.4
CIRC JPMorgan Sustainable Consumption ETF 1.3 49 16 5.2 -3.9
VRAI Virtus Real Asset Income ETF 1.3 55 10 9.2 +0.1
XLV Health Care Select Sector SPDR Fund 1.3 10 55 7.7 -1.4
VPN Global X Data Center REITs & Digital Infrastructure ETF 1.3 50 15 1.7 -7.4
CHAT Roundhill Generative AI & Technology ETF 1.3 75 -10 2.4 -6.7
IDAT iShares Cloud 5G and Tech ETF 1.3 47 18 5.1 -4.0
PEY Invesco High Yield Equity Dividend Achievers ETF 1.3 53 12 8.9 -0.2
HTEC ROBO Global Healthcare Technology & Innovation ETF 1.3 68 -3 1.6 -7.5
FIXT Procure Disaster Recovery Strategy ETF 1.3 75 -10 5.2 -3.9
PSCH Invesco S&P SmallCap Health Care ETF 1.3 29 36 5.1 -4.0
XPND First Trust Expanded Technology ETF 1.3 65 0 4.7 -4.4
IYT iShares Transportation Average ETF 1.3 40 25 2.4 -6.7
SPDV AAM S&P 500 High Dividend Value ETF 1.3 29 36 11.5 +2.4
EBIZ Global X E-Commerce ETF 1.2 50 15 0.9 -8.1
ONLN ProShares Online Retail ETF 1.2 58 7 -2.2 -11.3
MISL First Trust Indxx Aerospace & Defense ETF 1.2 60 5 3.9 -5.2
FPRO Fidelity Real Estate Investment ETF 1.2 59 6 5.8 -3.3
WBIY WBI Power Factor High Dividend ETF 1.2 100 -35 12.5 +3.4
KOCG FIS Knights of Columbus Global Belief ETF 1.2 75 -10 5.2 -3.9
MVPS Amplify Thematic All-Stars ETF 1.2 49 16 2.0 -7.1
PHO Invesco Water Resources ETF 1.2 60 5 4.8 -4.2
FIW First Trust Water ETF 1.2 53 12 4.8 -4.3
DWLD Davis Select Worldwide ETF 1.2 62 3 6.9 -2.1
VOOV Vanguard S&P 500 Value ETF 1.2 10 55 6.1 -3.0
ESGU iShares MSCI USA ESG Optimized ETF 1.2 15 50 5.4 -3.7
SPYV SPDR Portfolio S&P 500 Value ETF 1.2 4 61 6.1 -3.0
IVE iShares S&P 500 Value ETF 1.2 18 47 6.0 -3.1
EMLP First Trust North American Energy Infrastructure Fund 1.2 95 -30 5.6 -3.5
KOKU Xtrackers MSCI Kokusai Equity ETF 1.2 9 56 5.7 -3.4
VTV Vanguard Value Index Fund 1.2 4 61 7.4 -1.6
SUSA iShares MSCI USA ESG Select ETF 1.2 25 40 5.5 -3.6
SPHB Invesco S&P 500 High Beta ETF 1.2 25 40 5.9 -3.2
SRET Global X SuperDividend REIT ETF 1.2 59 6 10.1 +1.0
VSLU Applied Finance Valuation Large Cap ETF 1.2 49 16 6.4 -2.7
DAT ProShares Big Data Refiners ETF 1.2 58 7 0.8 -8.3
CGGR Capital Group Growth ETF 1.2 39 26 3.7 -5.4
SHE SPDR SSGA Gender Diversity Index ETF 1.2 20 45 5.6 -3.5
INDS Pacer Benchmark Industrial Real Estate SCTR ETF 1.2 55 10 6.0 -3.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.2 18 47 6.3 -2.8
PSET Principal Price Setters Index ETF 1.2 15 50 6.0 -3.1
HLAL Wahed FTSE USA Shariah ETF 1.2 50 15 5.1 -4.0
JAVA JPMorgan Active Value ETF 1.1 44 21 6.7 -2.4
PXI Invesco DWA Energy Momentum ETF 1.1 60 5 5.9 -3.2
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.1 35 30 6.5 -2.6
SIMS SPDR S&P Kensho Intelligent Structures ETF 1.1 45 20 2.0 -7.1
SCHG Schwab U.S. Large-Cap Growth ETF 1.1 4 61 4.5 -4.6
KLDW Gavekal Knowledge Leaders Developed World ETF 1.1 75 -10 5.0 -4.1
TPYP Tortoise North American Pipeline Fund 1.1 40 25 5.2 -3.9
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.1 20 45 6.8 -2.3
AIQ Global X Future Analytics Tech ETF 1.1 68 -3 4.0 -5.1
SUPL ProShares Supply Chain Logistics ETF 1.1 58 7 12.9 +3.8
IGN iShares North American Tech-Multimedia Networking ETF 1.1 41 24 7.9 -1.1
TOK iShares MSCI Kokusai ETF 1.1 25 40 5.4 -3.7
KCAL Subversive Food Security ETF 1.1 75 -10 9.0 -0.1
FXG First Trust Consumer Staples AlphaDEX Fund 1.1 63 2 7.1 -2.0
ADME Aptus Drawdown Managed Equity ETF 1.1 79 -14 4.8 -4.3
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.1 30 35 11.4 +2.3
QTUM Defiance Quantum ETF 1.1 40 25 4.3 -4.8
VOT Vanguard Mid-Cap Growth Index Fund 1.1 7 58 4.7 -4.4
ICAP InfraCap Equity Income Fund ETF 1.1 171 -106 7.0 -2.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.1 10 55 5.9 -3.2
ZECP Zacks Earnings Consistent Portfolio ETF 1.1 55 10 5.3 -3.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.1 2 63 5.5 -3.6
WCLD WisdomTree Cloud Computing Fund 1.1 45 20 -0.4 -9.5
URTH iShares MSCI World ETF 1.0 24 41 5.5 -3.6
JOET Virtus Terranova US Quality Momentum ETF 1.0 29 36 6.1 -3.0
DFND Siren DIVCON Dividend Defender ETF 1.0 189 -124 4.9 -4.2
LEAD Siren DIVCON Leaders Dividend ETF 1.0 43 22 5.9 -3.2
XLB Materials Select Sector SPDR Fund 1.0 10 55 5.9 -3.2
RSPM Invesco S&P 500 Equal Weight Materials ETF 1.0 40 25 8.0 -1.1
SPXT ProShares S&P 500 Ex-Technology ETF 1.0 9 56 6.0 -3.1
CNCR Loncar Cancer Immunotherapy ETF 1.0 79 -14 -23.5 -32.5
IDNA iShares Genomics Immunology & Healthcare ETF 1.0 47 18 -8.5 -17.6
IXJ iShares Global Healthcare ETF 1.0 42 23 6.8 -2.3
FDHT Fidelity Digital Health ETF 1.0 39 26 -3.5 -12.6
IBOT Vaneck Robotics ETF 1.0 47 18 3.4 -5.7
GURU Global X Guru Index ETF 1.0 75 -10 4.3 -4.8
CWS AdvisorShares Focused Equity ETF 1.0 84 -19 5.0 -4.1
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.0 55 10 4.7 -4.4
NULC Nuveen ESG Large-Cap ETF 1.0 21 44 5.5 -3.6
WDIV SPDR Global Dividend ETF 1.0 40 25 9.7 +0.6
ACWI iShares MSCI ACWI ETF 1.0 32 33 5.6 -3.5
SPXN ProShares S&P 500 Ex-Financials ETF 1.0 9 56 5.6 -3.5
FILL iShares MSCI Global Energy Producers ETF 1.0 39 26 8.7 -0.3
IYK iShares U.S. Consumer Goods ETF 0.9 40 25 6.7 -2.4
EBLU Ecofin Global Water ESG Fund 0.9 40 25 4.2 -4.9
AQWA Global X Clean Water ETF 0.9 50 15 4.8 -4.3
INNO Harbor Disruptive Innovation ETF 0.9 75 -10 -6.0 -15.1
SPLG SPDR Portfolio S&P 500 ETF 0.9 2 63 5.6 -3.5
IVV iShares Core S&P 500 ETF 0.9 3 62 5.6 -3.5
SPY SPDR S&P 500 ETF Trust 0.9 9 56 5.5 -3.6
EQUL IQ Engender Equality ETF 0.9 45 20 6.6 -2.5
QVML Invesco S&P 500 QVM Multi-factor ETF 0.9 11 54 5.6 -3.5
VOO VANGUARD S&P 500 ETF 0.9 3 62 5.6 -3.5
SNPV Xtrackers S&P ESG Value ETF 0.9 15 50 6.2 -2.9
ESG FlexShares STOXX US ESG Impact Index Fund 0.9 32 33 5.3 -3.8
CLNR IQ Cleaner Transport ETF 0.9 45 20 6.4 -2.6
EATV VegTech Plant-based Innovation & Climate ETF 0.9 75 -10 1.9 -7.2
PNQI Invesco NASDAQ Internet ETF 0.9 60 5 2.3 -6.8
XDAT Franklin Exponential Data ETF 0.9 50 15 3.2 -5.9
EXI iShares Global Industrials ETF 0.9 42 23 5.0 -4.0
RITA ETFB Green SRI REITs ETF 0.9 50 15 5.7 -3.4
JGRO JPMorgan Active Growth ETF 0.9 44 21 3.7 -5.4
DTRE Alerian Disruptive Technology Real Estate ETF 0.9 60 5 3.7 -5.4
CLOU Global X Cloud Computing ETF 0.9 68 -3 1.7 -7.4
XLY Consumer Discretionary Select Sector SPDR Fund 0.9 10 55 4.8 -4.3
CSD Invesco S&P Spin-Off ETF 0.9 65 0 7.5 -1.6
CRAK VanEck Oil Refiners ETF 0.9 61 4 11.9 +2.8
XVV iShares ESG Screened S&P 500 ETF 0.9 8 57 5.4 -3.7
SOLR SmartETFs Sustainable Energy II Fund 0.9 79 -14 5.4 -3.6
TEMP JPMorgan Climate Change Solutions ETF 0.9 49 16 5.3 -3.8
VCLN Virtus Duff & Phelps Clean Energy ETF 0.9 59 6 3.8 -5.3
SPXE ProShares S&P 500 Ex-Energy ETF 0.9 9 56 5.5 -3.6
ACTV LeaderShares Activist Leaders ETF 0.9 75 -10 9.2 +0.1
NETL NETLease Corporate Real Estate ETF 0.9 60 5 10.1 +1.0
POWA Invesco Bloomberg Pricing Power ETF 0.8 55 10 5.6 -3.5
BYRE Principal Real Estate Active Opportunities ETF 0.8 65 0 6.3 -2.8
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.8 47 18 9.7 +0.6
ROBO Robo Global Robotics & Automation Index ETF 0.8 95 -30 3.2 -5.9
MAKX ProShares S&P Kensho Smart Factories ETF 0.8 58 7 3.1 -6.0
IYZ iShares U.S. Telecommunications ETF 0.8 40 25 10.4 +1.3
SPXV ProShares S&P 500 Ex-Health Care ETF 0.8 9 56 5.3 -3.8
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.8 46 19 8.6 -0.5
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.8 20 45 5.4 -3.7
NXTG First Trust Indxx NextG ETF 0.8 87 -22 5.5 -3.6
NDIV Amplify Natural Resources Dividend Income ETF 0.8 59 6 9.7 +0.6
PRNT The 3D Printing ETF 0.8 66 -1 -3.2 -12.2
KBWD Invesco KBW High Dividend Yield Financial ETF 0.8 384 -319 8.0 -1.1
PTH Invesco DWA Healthcare Momentum ETF 0.8 60 5 -3.0 -12.1
IHAK iShares Cybersecurity & Tech ETF 0.8 47 18 3.1 -6.0
MDEV First Trust Indxx Medical Devices ETF 0.8 70 -5 4.1 -5.0
GDOC Goldman Sachs Future Health Care Equity ETF 0.8 75 -10 3.1 -6.0
WOMN Impact Shares YWCA Women's Empowerment ETF 0.8 75 -10 5.2 -3.9
DIP BTD Capital Fund 0.8 129 -64 6.2 -2.9
RTH VanEck Retail ETF 0.8 35 30 6.2 -2.9
DIVD Altrius Global Dividend ETF 0.8 49 16 10.2 +1.1
GVIP Goldman Sachs Hedge Industry VIP ETF 0.8 45 20 4.1 -5.0
UTES Virtus Reaves Utilities ETF 0.8 49 16 6.4 -2.7
NURE Nuveen Short-Term REIT ETF 0.8 35 30 6.2 -2.9
XLK Technology Select Sector SPDR Fund 0.8 10 55 5.5 -3.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.8 12 53 5.4 -3.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.8 20 45 5.8 -3.3
IPO Renaissance IPO ETF 0.8 60 5 -8.7 -17.8
DURA VanEck Morningstar Durable Dividend ETF 0.8 29 36 7.7 -1.4
PSCC Invesco S&P SmallCap Consumer Staples ETF 0.8 29 36 6.1 -3.0
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 0.8 47 18 -1.9 -10.9
WFH Direxion Work From Home ETF 0.8 45 20 0.0 -9.1
FDN First Trust Dow Jones Internet Index Fund 0.7 52 13 2.0 -7.1
MXI iShares Global Materials ETF 0.7 41 24 6.5 -2.6
RSPF Invesco S&P 500 Equal Weight Financials ETF 0.7 40 25 7.4 -1.7
BULD Pacer BlueStar Engineering the Future ETF 0.7 60 5 -0.6 -9.7
ROYA Tema Global Royalties ETF 0.7 75 -10 4.0 -5.1
FBCG Fidelity Blue Chip Growth ETF 0.7 59 6 2.4 -6.7
STRV Strive 500 ETF 0.7 5 60 5.5 -3.6
CGUS Capital Group Core Equity ETF 0.7 33 32 5.2 -3.9
TMFM Motley Fool Mid-Cap Growth ETF 0.7 85 -20 3.2 -5.8
TMFG Motley Fool Global Opportunities ETF 0.7 85 -20 3.4 -5.6
SDOG ALPS Sector Dividend Dogs ETF 0.7 36 29 10.1 +1.0
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 0.7 58 7 -1.4 -10.5
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.7 45 20 0.7 -8.4
TOLL Tema Monopolies and Oligopolies ETF 0.7 75 -10 3.8 -5.3
ROKT SPDR S&P Kensho Final Frontiers ETF 0.7 45 20 1.4 -7.7
DIV Global X SuperDividend US ETF 0.7 45 20 8.9 -0.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.7 49 16 4.9 -4.2
CGW Invesco S&P Global Water Index ETF 0.7 57 8 4.6 -4.5
VOTE Engine No. 1 Transform 500 ETF 0.7 5 60 5.4 -3.6
SPHQ Invesco S&P 500 Quality ETF 0.7 15 50 5.8 -3.3
FXN First Trust Energy AlphaDEX Fund 0.7 61 4 4.2 -4.9
RVRB Reverb ETF 0.7 30 35 5.3 -3.8
PJP Invesco Dynamic Pharmaceuticals ETF 0.7 58 7 6.7 -2.4
VV Vanguard Large-Cap Index Fund 0.7 4 61 5.5 -3.6
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 0.7 40 25 8.4 -0.7
IVW iShares S&P 500 Growth ETF 0.6 18 47 5.5 -3.6
VOOG Vanguard S&P 500 Growth ETF 0.6 10 55 5.6 -3.5
GK AdvisorShares Gerber Kawasaki ETF 0.6 75 -10 3.1 -6.0
SPYG SPDR Portfolio S&P 500 Growth ETF 0.6 4 61 5.7 -3.4
IWFH iShares Virtual Work and Life Multisector ETF 0.6 47 18 -6.2 -15.3
IBRN iShares Neuroscience and Healthcare ETF 0.6 47 18 -6.5 -15.6
NVIR Horizon Kinetics Energy and Remediation ETF 0.6 85 -20 0.4 -8.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.6 10 55 5.0 -4.1
IYE iShares U.S. Energy ETF 0.6 40 25 6.6 -2.5
LRND IQ U.S. Large Cap R&D Leaders ETF 0.6 14 51 6.8 -2.3
IEZ iShares U.S. Oil Equipment & Services ETF 0.6 40 25 0.5 -8.6
XES SPDR S&P Oil & Gas Equipment & Services ETF 0.6 35 30 -2.4 -11.5
PXJ Invesco Dynamic Oil & Gas Services ETF 0.6 63 2 -0.5 -9.6
KROP Global X AgTech & Food Innovation ETF 0.6 50 15 0.0 -9.1
RXI iShares Global Consumer Discretionary ETF 0.6 41 24 5.5 -3.6
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.6 10 55 5.0 -4.1
EFRA iShares Environmental Infrastructure and Industrials ETF 0.6 47 18 5.9 -3.2
IWTR iShares MSCI Water Management Multisector ETF 0.6 47 18 5.6 -3.5
BNE Blue Horizon BNE ETF 0.6 87 -22 4.2 -4.9
DLN WisdomTree U.S. LargeCap Dividend Fund 0.6 28 37 6.8 -2.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.6 7 58 5.6 -3.5
DTEC ALPS Disruptive Technologies ETF 0.6 50 15 3.7 -5.4
SNPE Xtrackers S&P 500 ESG ETF 0.6 10 55 5.5 -3.5
IXN iShares Global Tech ETF 0.6 41 24 4.6 -4.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.6 9 56 5.7 -3.4
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.6 56 9 13.9 +4.8
SFY SoFi Select 500 ETF 0.6 0 65 5.4 -3.7
BLLD JPMorgan Sustainable Infrastructure ETF 0.6 49 16 6.4 -2.6
HOTL Kelly Hotel & Lodging Sector ETF 0.6 78 -13 3.4 -5.6
IAI iShares U.S. Broker-Dealers ETF 0.5 40 25 6.5 -2.6
YUMY VanEck Future of Food ETF 0.5 69 -4 5.5 -3.6
WCBR WisdomTree Cybersecurity Fund 0.5 45 20 1.9 -7.2
BUYZ Franklin Disruptive Commerce ETF 0.5 50 15 1.7 -7.3
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 0.5 35 30 8.9 -0.1
ABEQ Absolute Core Strategy ETF 0.5 85 -20 4.8 -4.3
DFNL Davis Select Financial ETF 0.5 63 2 8.0 -1.1
HUSV First Trust Horizon Managed Volatility Domestic ETF 0.5 70 -5 5.4 -3.6
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.5 70 -5 4.3 -4.8
FPXI First Trust International Equity Opportunities ETF 0.5 70 -5 3.8 -5.3
SPRX Spear Alpha ETF 0.5 75 -10 -1.5 -10.6
IQSU IQ Candriam ESG US Equity ETF 0.5 9 56 5.0 -4.1
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.5 42 23 5.4 -3.7
SPRE SP Funds S&P Global REIT Sharia ETF 0.5 59 6 5.6 -3.5
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.5 45 20 1.1 -8.0
HELX Franklin Genomic Advancements ETF 0.5 50 15 1.9 -7.2
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 0.5 38 27 9.4 +0.3
IHE iShares U.S. Pharmaceuticals ETF 0.5 40 25 8.9 -0.2
XPH SPDR S&P Pharmaceuticals ETF 0.5 35 30 5.7 -3.4
KBWB Invesco KBW Bank ETF 0.5 35 30 10.9 +1.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.5 7 58 5.5 -3.6
GRZZ Grizzle Growth ETF 0.5 75 -10 5.2 -3.9
DARP Grizzle Growth ETF 0.5 75 -10 5.2 -3.9
PINK Simplify Health Care ETF 0.5 50 15 5.9 -3.2
BEDZ AdvisorShares Hotel ETF 0.5 100 -35 2.3 -6.8
FLLV Franklin Liberty U.S. Low Volatility ETF 0.4 29 36 6.0 -3.1
OIH VanEck Oil Services ETF 0.4 35 30 0.9 -8.2
VEGI iShares MSCI Global Agriculture Producers ETF 0.4 39 26 9.0 -0.1
SPYD SPDR S&P 500 High Dividend ETF 0.4 7 58 10.5 +1.4
ICF iShares Cohen & Steers REIT ETF 0.4 33 32 7.1 -2.0
FDG American Century Focused Dynamic Growth ETF 0.4 45 20 3.2 -5.9
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.4 39 26 -0.1 -9.1
PPH VanEck Pharmaceutical ETF 0.4 36 29 11.5 +2.5
VNSE Natixis Vaughan Nelson Select ETF 0.4 80 -15 4.2 -4.9
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF 0.4 55 10 6.0 -3.1
XLF Financial Select Sector SPDR Fund 0.4 10 55 6.4 -2.7
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.4 47 18 5.6 -3.5
CGDV Capital Group Dividend Value ETF 0.4 33 32 6.0 -3.1
PBD Invesco Global Clean Energy ETF 0.4 75 -10 -1.6 -10.7
MOTE VanEck Morningstar ESG Moat ETF 0.4 49 16 5.8 -3.3
TINY ProShares Nanotechnology ETF 0.4 58 7 2.4 -6.7
EDOC Global X Telemedicine & Digital Health ETF 0.3 68 -3 -6.4 -15.5
MOON Direxion Moonshot Innovators ETF 0.3 65 0 -15.3 -24.4
JPRE JPMorgan Realty Income ETF 0.3 50 15 6.5 -2.6
NTZG Nuveen Global Net Zero Transition ETF 0.3 55 10 5.1 -3.9
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 0.3 65 0 -0.8 -9.9
BTEC Principal Healthcare Innovators Index ETF 0.3 42 23 -6.8 -15.9
IPAY ETFMG Prime Mobile Payments ETF 0.3 75 -10 7.6 -1.5
IBLC iShares Blockchain and Tech ETF 0.3 47 18 -35.9 -44.9
ACVF American Conservative Values ETF 0.3 75 -10 4.8 -4.3
PSCU Invesco S&P SmallCap Utilities ETF 0.3 29 36 8.4 -0.7
BCDF Horizon Kinetics Blockchain Development ETF 0.3 85 -20 0.1 -9.0
FTWO Strive FAANG 2.0 ETF 0.3 49 16 5.2 -3.8
VIDI Vident International Equity Fund 0.3 61 4 11.5 +2.4
PTEC Global X PropTech ETF 0.3 50 15 2.4 -6.7
IVEG iShares Emergent Food and AgTech Multisector ETF 0.3 47 18 8.2 -0.9
NACP Impact Shares NAACP Minority Empowerment ETF 0.3 49 16 5.4 -3.7
GGRW Gabelli Growth Innovators ETF 0.3 90 -25 2.8 -6.3
IVRA Invesco Real Assets ESG ETF 0.3 59 6 7.1 -2.0
BYOB SoFi Be Your Own Boss ETF 0.3 59 6 -3.0 -12.1
ARKW ARK Web x.0 ETF 0.3 88 -23 -4.4 -13.5
DEEP Roundhill Acquirers Deep Value ETF 0.3 80 -15 17.9 +8.9
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.3 48 17 6.5 -2.6
CRUZ Defiance Hotel Airline and Cruise ETF 0.3 45 20 -4.2 -13.3
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 0.3 39 26 5.1 -4.0
DRUP GraniteShares Nasdaq Select Disruptors ETF 0.3 60 5 4.1 -5.0
FTCS First Trust Capital Strength ETF 0.3 55 10 6.5 -2.6
ITA iShares U.S. Aerospace & Defense ETF 0.3 40 25 3.0 -6.1
XAR SPDR S&P Aerospace & Defense ETF 0.3 35 30 -0.2 -9.3
MOO VanEck Agribusiness ETF 0.3 53 12 8.6 -0.4
PIO Invesco Global Water ETF 0.3 75 -10 5.1 -3.9
SMH VanEck Semiconductor ETF 0.3 35 30 5.3 -3.8
GGME Invesco Next Gen Media and Gaming ETF 0.3 63 2 4.1 -5.0
CNRG SPDR S&P Kensho Clean Power ETF 0.3 45 20 -2.3 -11.3
ACSI American Customer Satisfaction Core Alpha ETF 0.3 65 0 5.5 -3.6
IXC iShares Global Energy ETF 0.2 44 21 7.9 -1.2
NANR SPDR S&P North American Natural Resources ETF 0.2 35 30 6.8 -2.3
XLE Energy Select Sector SPDR Fund 0.2 10 55 7.1 -2.0
RSPG Invesco S&P 500 Equal Weight Energy ETF 0.2 40 25 7.2 -1.9
FFND Future Fund Active ETF 0.2 100 -35 0.3 -8.8
WKLY SoFi Weekly Dividend ETF 0.2 49 16 7.7 -1.3
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 0.2 75 -10 4.7 -4.3
WUGI AXS Esoterica NextG Economy ETF 0.2 75 -10 3.1 -5.9
SANE Subversive Mental Health ETF 0.2 75 -10 4.3 -4.8
WDNA WisdomTree BioRevolution Fund 0.2 45 20 -5.8 -14.8
SDG iShares Sustainable MSCI Global Impact ETF 0.2 49 16 6.6 -2.5
EVX VanEck Environmental Services ETF 0.2 55 10 3.5 -5.6
RNEW VanEck Green Infrastructure ETF 0.2 45 20 0.0 -9.1
BUG Global X Cybersecurity ETF 0.2 51 14 1.7 -7.4
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.2 47 18 5.8 -3.3
SHLD Global X Defense Tech ETF 0.2 50 15 6.6 -2.5
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 0.2 30 35 10.5 +1.4
ARKQ Ark Autonomous Tech. & Robotics ETF 0.2 75 -10 1.6 -7.5
ARKX ARK Space Exploration & Innovation ETF 0.2 70 -5 1.7 -7.4
UFO Procure Space ETF 0.2 75 -10 0.4 -8.7
IXG iShares Global Financials ETF 0.2 42 23 6.9 -2.2
DRIV Global X Autonomous & Electric Vehicles ETF 0.2 68 -3 4.5 -4.6
LIT Global X Lithium & Battery Tech ETF 0.2 75 -10 5.0 -4.1
BATT Amplify Lithium & Battery Technology ETF 0.2 59 6 1.8 -7.3
DIVZ TrueShares Low Volatility Equity Income ETF 0.2 65 0 9.8 +0.7
ENRG SoFi Smart Energy ETF 0.2 59 6 -2.5 -11.6
SQEW LeaderShares Equity Skew ETF 0.2 75 -10 4.9 -4.2
PAWZ ProShares Pet Care ETF 0.2 50 15 3.1 -6.0
OGIG O'Shares Global Internet Giants ETF 0.2 48 17 0.1 -9.0
PEJ Invesco Dynamic Leisure & Entertainment ETF 0.2 55 10 -2.7 -11.8
VICE AdvisorShares Vice ETF 0.2 99 -34 5.7 -3.4
BJK VanEck Gaming ETF 0.2 65 0 1.7 -7.4
BAD B.A.D. ETF 0.2 75 -10 -4.3 -13.4
EATZ AdvisorShares Restaurant ETF 0.2 101 -36 1.2 -7.9
VUG Vanguard Growth Index Fund 0.2 4 61 4.5 -4.6
JIG JPMorgan International Growth ETF 0.2 55 10 4.6 -4.5
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 0.2 40 25 7.5 -1.6
XLRE The Real Estate Select Sector SPDR Fund 0.2 10 55 7.2 -1.9
JEMA JPMorgan Emerging Markets Equity Core ETF 0.2 33 32 7.1 -2.0
PSCM Invesco S&P SmallCap Materials ETF 0.2 29 36 8.0 -1.1
ARKF ARK Fintech Innovation ETF 0.2 75 -10 -2.5 -11.6
ARKK ARK Innovation ETF 0.2 75 -10 -7.2 -16.2
BNGE First Trust S-Network Streaming and Gaming ETF 0.2 70 -5 -0.4 -9.5
MRAD SmartETFs Advertising & Marketing Technology ETF 0.2 68 -3 3.7 -5.4
AOTG AOT Growth and Innovation ETF 0.2 75 -10 3.7 -5.4
SNPG Xtrackers S&P 500 Growth ESG ETF 0.1 15 50 5.2 -3.8
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 0.1 45 20 5.9 -3.2
ZSB USCF Sustainable Battery Metals Strategy Fund 0.1 0 65 0.0 -9.1
DMAT Global X Disruptive Materials ETF 0.1 59 6 10.9 +1.8
WRND IQ Global Equity R&D Leaders ETF 0.1 18 47 7.2 -1.9
IQM Franklin Intelligent Machines ETF 0.1 50 15 3.3 -5.8
IXP iShares Global Comm Services ETF 0.1 42 23 5.5 -3.6
XLC Communication Services Select Sector SPDR Fund 0.1 10 55 7.3 -1.8
AHOY Newday Ocean Health ETF 0.1 75 -10 5.6 -3.5
CACG ClearBridge All Cap Growth ETF 0.1 54 11 3.6 -5.5
LVOL American Century Low Volatility ETF 0.1 29 36 5.3 -3.8
GAMR ETFMG Video Game Tech ETF 0.1 75 -10 5.2 -3.8
LUX Tema Luxury ETF 0.1 75 -10 1.2 -7.9
BYTE Roundhill IO Digital Infrastructure ETF 0.0 46 19 9.2 +0.1
METV Roundhill Ball Metaverse ETF 0.0 59 6 3.9 -5.2
FINX Global X FinTech Thematic ETF 0.0 68 -3 4.6 -4.5
XWEB SPDR S&P Internet ETF 0.0 35 30 -5.6 -14.7
VIRS Pacer BioThreat Strategy ETF 0.0 70 -5 6.7 -2.4
KXI iShares Global Consumer Staples ETF 0.0 41 24 5.6 -3.5
XLP Consumer Staples Select Sector SPDR Fund 0.0 10 55 6.3 -2.8
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 0.0 75 -10 6.8 -2.3
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 0.0 40 25 7.5 -1.6
SPMV Invesco S&P 500 Minimum Variance ETF 0.0 10 55 5.8 -3.3
LOUP Innovator Loup Frontier Tech ETF 0.0 70 -5 2.1 -7.0
CBSE Changebridge Capital Sustainable Equity ETF 0.0 85 -20 0.6 -8.5
TEQI T. Rowe Price Equity Income ETF 0.0 54 11 4.8 -4.3
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.0 47 18 9.7 +0.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.0 30 35 4.7 -4.3
TTAI TrimTabs All Cap International Free-Cash-Flow ETF 0.0 59 6 7.0 -2.1
ARB AltShares Merger Arbitrage ETF -0.4 77 -12 -0.4 -9.5

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

  2018 2019 2020 2021 2022 2023E 2024E
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
  2022 2023E 2024E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
First Trust Active Factor Mid Cap ETF
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

SPECULATIVE

Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 17.2 %
Divided by: Fwd. P/BV 1.8 x
Less: Expense ratio 65 bp
Equals: ALTAR Score 9.1 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.56 CATEGORY
AVERAGE
1.49
 
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.