First Trust Active Factor Small Cap ETF
ALTAR
Score™		 5.5% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 17.6x P/Sales
ratio		 1.6x
P/BV
ratio		 2.3x Div.
yield		 1.1%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
AFSM is an actively managed portfolio of US small-cap companies that exhibit exposure to one or more investing factors.

FUND BASICS
Category US Equities
Fund Sponsor First Trust
Website www.ftportfolios.com
Inception date Dec 04, 2019
Assets (mns) $119
Currency USD
Expense ratio 75 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 335
Wgt avg mkt cap (mns) $3,847
Large cap (>$10bn) 3.5%
Mid cap ($2-10bn) 55.4%
Small cap (<$2bn) 40.9%
Developed mkts 100.0%
Emerging mkts 0.1%

TOP TEN HOLDINGS
PAR PETROLEUM CORPORATION 1.1 %
NATIONAL HEALTHCARE CORP 1.0 %
BLUE BIRD CORPORATION 0.9 %
LIQUIDIA TECHNOLOGIES, INC. 0.8 %
MATSON INC 0.8 %
AMES NATIONAL CORP 0.8 %
MADISON SQUARE GARDEN ENTERTAINMEN 0.8 %
CAREER EDUCATION CORP 0.7 %
TRUSTCO BANK CORP NY 0.7 %
PENGUIN SOLUTIONS INC 0.7 %
Total 8.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 90.1 %
BERMUDA 2.8 %
MONACO 0.8 %
ISRAEL 0.8 %
CANADA 0.7 %
BRITAIN 0.7 %
PUERTO RICO 0.5 %
BRAZIL 0.5 %
NETHERLANDS 0.5 %
CAYMAN ISLANDS 0.4 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
25.4% 38.3% 10.0% -- 12.4%

Market Correlations
versus... Beta R-squared
S&P500 1.15 62%
MSCI EAFE 0.85 52%
MSCI Emg. Mkts. 0.54 44%

Technical Indicators
Recent close $39.68
30d moving avg. $39.56
Annualized volatility 18.6%
Short interest (ETF) 0.7%
Short interest (Underlying) 6.5%
Relative strength (RSI) 58

Liquidity measures
Avg. volume (thou.) 22
Turnover 0.7%
Bid/Ask (% of price) 0.36%
ADV underlying (mns) $7,793

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 964 potential alternatives to the First Trust Active Factor Small Cap ETF ETF based on the alternatives' overlap in portfolio holdings with AFSM. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: AFSM Expense: 75 bp ALTAR Score™: 5.5%


ALTERNATIVE ETFs BASED ON OVERLAP WITH AFSM
Ticker Fund
Name		 Overlap1
vs AFSM
(%)		 Expense
ratio
(bp)		 Savings
vs AFSM
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs AFSM
(%)
ROSC Hartford Multifactor Small Cap ETF 27.1 34 41 6.8 +1.4
PSC Principal U.S. Small-Cap ETF 26.9 38 37 3.6 -1.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 24.8 20 55 3.9 -1.6
EES WisdomTree U.S. SmallCap Fund 24.1 38 37 7.6 +2.1
BSVO EA Bridgeway Omni Small-Cap Value ETF 23.4 47 28 7.3 +1.8
SVAL iShares US Small Cap Value Factor ETF 23.1 20 55 6.9 +1.4
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 23.0 29 46 6.2 +0.8
SQLV Royce Quant Small-Cap Quality Value ETF 22.9 60 15 7.5 +2.0
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 22.8 39 36 3.4 -2.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 22.5 15 60 6.0 +0.5
USVM VictoryShares US Small Mid Cap Value Momentum ETF 22.4 25 50 7.4 +1.9
AFMC First Trust Active Factor Mid Cap ETF 21.9 65 10 6.9 +1.4
VIOO Vanguard S&P Small-Cap 600 ETF 21.9 7 68 6.0 +0.5
AVUV Avantis U.S. Small Cap Value ETF 21.8 25 50 7.7 +2.2
AVSC Avantis U.S Small Cap Equity ETF 21.6 25 50 4.4 -1.1
RSSL Global X Russell 2000 ETF 21.6 8 67 2.6 -2.9
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 21.1 3 72 6.2 +0.7
XJR iShares ESG Screened S&P Small-Cap ETF 20.9 12 63 5.9 +0.4
IJR iShares Core S&P Small Cap ETF 20.8 6 69 6.1 +0.6
FLQS Franklin U.S. Small Cap Multifactor Index ETF 20.8 35 40 5.8 +0.3
FESM Fidelity Enhanced Small Cap ETF 20.6 28 47 2.2 -3.3
STXK Strive Small-Cap ETF 20.2 18 57 5.0 -0.5
FYT First Trust Small Cap Value AlphaDEX Fund 20.2 73 2 9.2 +3.7
IWM iShares Russell 2000 ETF 20.1 19 56 2.6 -2.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 19.8 9 66 3.6 -1.9
FYC First Trust Small Cap Growth AlphaDEX Fund 19.4 71 4 -0.6 -6.1
FSMD Fidelity Small-Mid Multifactor ETF 19.2 15 60 6.4 +0.9
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 18.8 60 15 -0.9 -6.4
CSA VictoryShares US Small Cap Volatility Wtd ETF 18.5 35 40 6.7 +1.2
IWO iShares Russell 2000 Growth ETF 18.4 24 51 0.5 -5.0
VFMF Vanguard U.S. Multifactor ETF 18.1 18 57 6.3 +0.9
TPSC Timothy Plan US Small Cap Core ETF 18.1 52 23 6.4 +0.9
VTWO Vanguard Russell 2000 ETF 18.0 7 68 2.7 -2.8
IWN iShares Russell 2000 Value ETF 17.9 24 51 4.6 -0.9
DSMC Distillate Small/Mid Cash Flow ETF 17.8 55 20 10.4 +4.9
VTWV Vanguard Russell 2000 Value ETF 17.8 10 65 4.7 -0.8
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 17.8 35 40 6.2 +0.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 17.8 39 36 2.2 -3.3
SLYV State Street SPDR S&P 600 Small Cap Value ETF 17.5 15 60 8.7 +3.2
IJS iShares S&P Small-Cap 600 Value ETF 17.5 18 57 8.6 +3.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 17.4 10 65 8.7 +3.2
BKSE BNY Mellon US Small Cap Core Equity ETF 17.1 4 71 15.2 +9.7
ISMD Inspire Small/Mid Cap ETF 17.0 54 21 4.8 -0.7
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 17.0 12 63 3.2 -2.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 16.9 10 65 3.5 -2.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 16.9 39 36 7.0 +1.5
SFLO VictoryShares Small Cap Free Cash Flow ETF 16.8 49 26 7.5 +2.0
SMLF iShares U.S. SmallCap Equity Factor ETF 16.3 15 60 4.9 -0.6
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 16.1 15 60 3.6 -1.9
FNDA Schwab Fundamental US Small Co. Index ETF 16.1 25 50 5.9 +0.4
VTWG Vanguard Russell 2000 Growth ETF 16.0 10 65 0.6 -4.9
IJT iShares S&P Small-Cap 600 Growth ETF 16.0 18 57 3.5 -2.0
DES WisdomTree U.S. SmallCap Dividend Fund 15.6 38 37 7.7 +2.2
BFOR ALPS Barron's 400 ETF 15.6 65 10 21.4 +15.9
VAMO Cambria Value & Momentum ETF 15.5 61 14 5.2 -0.3
DFAS Dimensional U.S. Small Cap ETF 15.3 26 49 5.4 -0.1
DFSV Dimensional US Small Cap Value ETF 15.2 31 44 8.5 +3.0
CALF Pacer US Small Cap Cash Cows 100 ETF 15.2 59 16 8.6 +3.1
DFAT Dimensional U.S. Targeted Value ETF 15.1 28 47 8.3 +2.8
SCHA Schwab U.S. Small-Cap ETF 14.7 4 71 4.3 -1.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 14.3 64 11 1.3 -4.2
JHSC John Hancock Multifactor Small Cap ETF 14.3 42 33 5.9 +0.4
XSVM Invesco S&P SmallCap Value with Momentum ETF 13.3 36 39 7.8 +2.3
FNX First Trust Mid Cap Core AlphaDEX Fund 13.3 60 15 6.1 +0.6
ISCG iShares Morningstar Small-Cap Growth ETF 13.2 6 69 2.7 -2.8
JSML Janus Henderson Small Cap Growth Alpha ETF 13.2 30 45 2.6 -2.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 13.0 24 51 5.8 +0.3
ISCB iShares Morningstar Small-Cap ETF 13.0 4 71 5.3 -0.2
SMOX Horizon Small/Mid Cap Core Equity ETF 12.8 75 0 5.2 -0.3
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 12.8 95 -20 -0.5 -6.0
RZG Invesco S&P Smallcap 600 Pure Growth ETF 12.8 35 40 2.9 -2.6
SMMD iShares Russell 2500 ETF 12.4 15 60 5.4 -0.1
ESML iShares ESG Aware MSCI USA Small-Cap ETF 12.2 17 58 4.9 -0.6
XSHQ Invesco S&P SmallCap Quality ETF 12.2 29 46 6.7 +1.2
SMCF Themes US Small Cap Cash Flow Champions ETF 12.2 29 46 9.4 +3.9
VFMO Vanguard U.S. Momentum Factor ETF 12.2 13 62 1.7 -3.8
XSMO Invesco S&P SmallCap Momentum ETF 12.0 39 36 3.6 -1.9
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 11.9 30 45 3.7 -1.8
VXF Vanguard Extended Market ETF 11.8 5 70 3.7 -1.8
FNY First Trust Mid Cap Growth AlphaDEX Fund 11.7 70 5 2.1 -3.4
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 11.7 55 20 3.1 -2.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 11.5 20 55 5.5 +0.0
VFVA Vanguard U.S. Value Factor ETF 11.4 13 62 9.0 +3.5
ISCV iShares Morningstar Small Cap Value ETF 11.3 6 69 7.5 +2.0
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 11.0 38 37 8.6 +3.1
EZM WisdomTree U.S. MidCap Fund 11.0 38 37 7.8 +2.3
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 10.8 59 16 4.2 -1.3
NUSC Nuveen ESG Small-Cap ETF 10.7 31 44 4.8 -0.7
VFQY Vanguard U.S. Quality Factor ETF 10.7 13 62 5.4 -0.1
SIXL ETC 6 Meridian Low Beta Equity ETF 10.6 80 -5 5.7 +0.2
VBK Vanguard Small-Cap Growth ETF 10.4 7 68 1.3 -4.2
RZV Invesco S&P Smallcap 600 Pure Value ETF 10.4 35 40 6.6 +1.2
IWC iShares Micro-Cap ETF 10.4 60 15 -1.4 -6.8
FAB First Trust Multi Cap Value AlphaDEX Fund 10.3 67 8 8.3 +2.8
GRPZ Invesco S&P SmallCap 600 GARP ETF 10.0 35 40 5.8 +0.3
VB Vanguard Small-Cap ETF 9.8 5 70 5.1 -0.4
DEEP Roundhill Acquirers Deep Value ETF 9.8 80 -5 15.0 +9.5
ETHO Etho Climate Leadership U.S. ETF 9.7 47 28 4.1 -1.4
SIXS ETC 6 Meridian Small Cap Equity ETF 9.7 89 -14 7.4 +1.9
FDLS Inspire Fidelis Multi Factor ETF 9.6 76 -1 3.1 -2.4
HAPS Harbor Human Capital Factor US Small Cap ETF 9.4 60 15 3.2 -2.3
PSCT Invesco S&P SmallCap Information Technology ETF 9.3 29 46 3.2 -2.3
PSCF Invesco S&P SmallCap Financials ETF 8.9 29 46 7.9 +2.4
NIXT Research Affiliates Deletions ETF 8.9 9 66 6.3 +0.8
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 8.8 60 15 5.7 +0.2
GVLU Gotham 1000 Value ETF 8.8 50 25 8.1 +2.6
DBSC Deepwater Beachfront Small Cap ETF 8.7 85 -10 1.2 -4.3
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 8.4 15 60 4.1 -1.4
IJK iShares S&P Mid-Cap 400 Growth ETF 8.4 17 58 4.1 -1.4
FSGS First Trust SMID Growth Strength ETF 8.3 60 15 4.9 -0.6
RNIN Bushido Capital US SMID Cap Equity ETF 8.3 70 5 10.1 +4.6
WSML iShares MSCI World Small-Cap ETF 8.3 15 60 5.4 -0.1
SCDS JPMorgan Fundamental Data Science Small Core ETF 8.0 40 35 3.6 -1.9
ASCE Allspring SMID Core ETF 7.8 38 37 3.0 -2.5
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 7.7 59 16 8.2 +2.7
VBR Vanguard Small Cap Value ETF 7.7 7 68 7.6 +2.1
PSCH Invesco S&P SmallCap Health Care ETF 7.6 29 46 2.0 -3.5
IJH iShares Core S&P Mid-Cap ETF 7.6 5 70 6.0 +0.5
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 7.6 3 72 6.0 +0.5
MDY SPDR S&P Midcap 400 ETF Trust 7.6 23 52 5.8 +0.3
HYP Golden Eagle Dynamic Hypergrowth ETF 7.5 85 -10 -0.8 -6.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 7.4 10 65 4.1 -1.4
FDM First Trust Dow Jones Select MicroCap Index Fund 7.3 60 15 6.7 +1.2
FSCS First Trust SMID Capital Strength ETF 7.2 60 15 6.9 +1.4
SYLD Cambria Shareholder Yield ETF 7.2 59 16 9.9 +4.4
XSLV Invesco S&P SmallCap Low Volatility ETF 7.0 25 50 7.0 +1.5
QQQS Invesco NASDAQ Future Gen 200 ETF 7.0 20 55 -3.6 -9.0
XJH iShares ESG Screened S&P Mid-Cap ETF 7.0 12 63 5.8 +0.4
IVOO Vanguard S&P Mid-Cap 400 ETF 6.9 7 68 6.0 +0.5
ECML Euclidean Fundamental Value ETF 6.6 95 -20 8.7 +3.2
FNK First Trust Mid Cap Value AlphaDEX Fund 6.5 70 5 9.3 +3.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 6.3 15 60 6.6 +1.2
DGLO First Trust RBA Deglobalization ETF 6.3 70 5 5.2 -0.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 6.2 15 60 6.0 +0.5
RNSC Furst Trust Small Cap US Equity Select ETF 6.2 60 15 4.5 -1.0
PKW Invesco Buyback Achievers ETF 6.2 62 13 7.1 +1.6
OPTZ Optimize Strategy Index ETF 6.2 50 25 3.5 -2.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 6.1 60 15 6.6 +1.1
DXUV Dimensional US Vector Equity ETF 6.0 28 47 5.2 -0.3
JPSV JPMorgan Active Small Cap Value ETF 5.9 74 1 7.0 +1.5
QABA First Trust NASDAQ ABA Community Bank Index Fund 5.9 60 15 7.3 +1.8
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 5.8 55 20 8.5 +3.0
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 5.7 20 55 0.9 -4.6
PSCI Invesco S&P SmallCap Industrials ETF 5.6 29 46 4.4 -1.1
IBBQ Invesco Nasdaq Biotechnology ETF 5.5 19 56 0.3 -5.2
EBI Longview Advantage ETF 5.5 35 40 5.9 +0.4
FFTY Innovator IBD 50 ETF 5.4 80 -5 0.0 -5.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 5.3 4 71 16.9 +11.4
KRE State Street SPDR S&P Regional Banking ETF 5.3 35 40 8.0 +2.5
BBP Virtus LifeSci Biotech Products ETF 5.1 79 -4 -3.6 -9.1
RWK Invesco S&P MidCap 400 Revenue ETF 4.9 39 36 7.6 +2.1
IWP iShares Russell Mid-Cap Growth ETF 4.9 23 52 3.0 -2.5
XSW State Street SPDR S&P Software & Services ETF 4.9 35 40 2.9 -2.6
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 4.9 48 27 7.8 +2.3
GRNJ Fundstrat Granny Shots US Small & Mid Cap ETF 4.7 75 0 2.1 -3.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4.7 7 68 5.2 -0.3
WCEO Hypatia Women CEO ETF 4.6 85 -10 4.5 -1.0
RFG Invesco S&P Midcap 400 Pure Growth ETF 4.5 35 40 4.6 -0.9
HWAY Themes US Infrastructure ETF 4.4 29 46 4.5 -1.0
DON WisdomTree U.S. MidCap Dividend Fund 4.4 38 37 7.9 +2.4
JSTC Adasina Social Justice All Cap Global ETF 4.4 89 -14 4.3 -1.2
SCHM Schwab U.S. Mid-Cap ETF 4.4 4 71 5.8 +0.3
FFSM Fidelity Fundamental Small-Mid Cap ETF 4.4 43 32 4.8 -0.7
XBI State Street SPDR S&P Biotech ETF 4.4 35 40 -1.5 -7.0
FTXH First Trust Nasdaq Pharmaceuticals ETF 4.4 60 15 6.4 +0.9
LST Leuthold Select Industries ETF 4.4 91 -16 4.8 -0.7
ALIL Argent Focused Small Cap ETF 4.3 74 1 5.7 +0.2
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 4.3 29 46 8.2 +2.7
VUSE Vident U.S. Equity Strategy ETF 4.3 50 25 3.8 -1.7
JHMM John Hancock Multifactor Mid Cap ETF 4.2 42 33 5.4 -0.1
FIDU Fidelity MSCI Industrial Index ETF 4.2 8 67 3.6 -1.9
VIS Vanguard Industrials ETF 4.2 9 66 3.6 -1.9
STXM Strive Mid-Cap ETF 4.2 18 57 5.9 +0.4
IBB iShares Biotechnology ETF 4.1 45 30 -0.5 -6.0
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 4.1 61 14 5.9 +0.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 4.1 25 50 4.9 -0.6
DFAC Dimensional U.S. Core Equity 2 ETF 4.1 17 58 4.7 -0.8
ROUS Hartford Multifactor US Equity ETF 4.1 19 56 5.4 -0.1
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 4.1 20 55 5.9 +0.4
PTH Invesco Dorsey Wright Healthcare Momentum ETF 4.1 60 15 -1.3 -6.8
AVMC Avantis U.S. Mid Cap Equity ETF 4.0 18 57 6.0 +0.5
XHS State Street SPDR S&P Health Care Services ETF 4.0 35 40 3.2 -2.3
XPH State Street SPDR S&P Pharmaceuticals ETF 4.0 35 40 -1.6 -7.1
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 4.0 35 40 8.6 +3.1
RNMC First Trust Mid Cap US Equity Select ETF 3.9 60 15 6.6 +1.1
PAVE Global X U.S. Infrastructure Development ETF 3.9 47 28 4.1 -1.4
TCV Towle Value ETF 3.9 85 -10 9.0 +3.5
IJJ iShares S&P Mid-Cap 400 Value ETF 3.9 18 57 7.7 +2.2
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 3.9 15 60 7.7 +2.2
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 3.8 79 -4 4.1 -1.4
TMFX Motley Fool Next Index ETF 3.8 50 25 2.9 -2.6
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 3.8 80 -5 6.6 +1.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.7 24 51 7.0 +1.5
XMMO Invesco S&P MidCap Momentum ETF 3.7 34 41 3.5 -2.0
CVY Invesco Zacks Multi-Asset Income ETF 3.7 106 -31 9.7 +4.2
KBE State Street SPDR S&P Bank ETF 3.7 35 40 8.1 +2.6
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 3.7 49 26 6.4 +0.9
IVOV Vanguard S&P Mid-Cap 400 Value ETF 3.7 10 65 7.8 +2.3
XRT State Street SPDR S&P Retail ETF 3.7 35 40 7.5 +2.0
CSMD Congress SMid Growth ETF 3.7 69 6 3.6 -1.9
PFI Invesco Dorsey Wright Financial Momentum ETF 3.6 60 15 4.6 -0.9
SMDV ProShares Russell 2000 Dividend Growers ETF 3.6 40 35 6.5 +1.0
BOAT SonicShares Global Shipping ETF 3.6 69 6 20.1 +14.6
VCR Vanguard Consumer Discretionary ETF 3.6 9 66 4.7 -0.8
FFOX FundX Future Fund Opportunities ETF 3.6 100 -25 2.5 -3.0
HELX Franklin Genomic Advancements ETF 3.6 50 25 -1.3 -6.8
FLDZ RiverNorth Patriot ETF 3.5 75 0 5.8 +0.3
SURE AdvisorShares Insiders Advantage ETF 3.4 90 -15 7.6 +2.1
SPIT F/m Emerald Special Situations ETF 3.4 105 -30 -0.7 -6.2
IFRA iShares U.S. Infrastructure ETF 3.4 30 45 5.4 -0.1
XMHQ Invesco S&P MidCap Quality ETF 3.4 25 50 5.9 +0.4
MFMO Motley Fool Momentum Factor ETF 3.4 50 25 2.1 -3.4
GRPM Invesco S&P MidCap 400 GARP ETF 3.4 35 40 6.6 +1.1
AVMV Avantis U.S. Mid Cap Value ETF 3.4 20 55 7.2 +1.7
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 3.4 60 15 5.6 +0.1
TXS Texas Capital Texas Equity Index ETF 3.4 49 26 5.0 -0.5
IHF iShares U.S. Healthcare Providers ETF 3.3 40 35 6.6 +1.1
USMF WisdomTree U.S. Multifactor Fund 3.3 28 47 6.6 +1.1
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 3.3 30 45 13.1 +7.6
AVUS Avantis U.S. Equity ETF 3.2 15 60 4.7 -0.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.2 29 46 5.6 +0.1
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 3.1 60 15 0.8 -4.7
FLOW Global X U.S. Cash Flow Kings 100 ETF 3.1 25 50 10.9 +5.4
IWR iShares Russell Midcap ETF 3.1 19 56 5.3 -0.2
QMOM Alpha Architect U.S. Quantitative Momentum ETF 3.1 39 36 1.2 -4.3
OSCV Opus Small Cap Value ETF 3.1 79 -4 5.7 +0.2
FPX First Trust US Equity Opportunities ETF 3.1 61 14 0.8 -4.7
FDIS Fidelity MSCI Consumer Discretionary Index ETF 3.1 8 67 4.7 -0.8
PJP Invesco Pharmaceuticals ETF 3.0 57 18 6.5 +1.0
PSI Invesco Semiconductors ETF 3.0 57 18 1.5 -4.0
DCOR Dimensional US Core Equity 1 ETF 3.0 14 61 4.6 -0.9
AVSU Avantis Responsible U.S. Equity ETF 3.0 15 60 4.9 -0.6
TRFM AAM Transformers ETF 3.0 49 26 1.0 -4.5
TAX Cambria Tax Aware ETF 2.9 49 26 4.1 -1.4
AVIE Avantis  Inflation Focused Equity ETF 2.9 25 50 5.9 +0.4
FFF Founders 100 ETF 2.9 75 0 2.7 -2.8
FTC First Trust Large Cap Growth AlphaDEX Fund 2.9 59 16 1.8 -3.7
ABLS Abacus FCF Small Cap Leaders ETF 2.8 59 16 4.4 -1.1
DFSU Dimensional US Sustainability Core 1 ETF 2.8 18 57 4.7 -0.8
DHS WisdomTree U.S. High Dividend Fund 2.8 38 37 7.8 +2.3
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.8 60 15 1.3 -4.2
VHT Vanguard Health Care ETF 2.8 9 66 4.9 -0.6
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.8 15 60 5.0 -0.5
FHLC Fidelity MSCI Health Care Index ETF 2.8 8 67 5.1 -0.4
FITE State Street SPDR S&P Kensho Future Security ETF 2.7 45 30 1.1 -4.4
PSCE Invesco S&P SmallCap Energy ETF 2.7 29 46 7.1 +1.6
SIXG Defiance Connective Technologies ETF 2.7 30 45 2.7 -2.8
XHE State Street SPDR S&P Health Care Equipment ETF 2.7 35 40 3.7 -1.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.7 18 57 6.7 +1.2
AIRR First Trust RBA American Industrial Renaissance ETF 2.7 70 5 3.7 -1.8
IHE iShares U.S. Pharmaceuticals ETF 2.7 40 35 4.3 -1.2
SRHQ SRH U.S. Quality ETF 2.6 35 40 6.0 +0.5
FCPI Fidelity Stocks for Inflation ETF 2.6 15 60 5.9 +0.4
PDP Invesco Dorsey Wright Momentum ETF 2.6 62 13 1.6 -3.9
EQAL Invesco Russell 1000 Equal Weight ETF 2.6 20 55 6.1 +0.6
FMDE Fidelity Enhanced Mid Cap ETF 2.6 23 52 5.3 -0.2
CCNR ALPS CoreCommodity Natural Resources ETF 2.6 39 36 8.5 +3.0
MVPA Miller Value Partners Appreciation ETF 2.6 60 15 9.8 +4.3
DFUV Dimensional US Marketwide Value ETF 2.6 22 53 5.9 +0.4
PXI Invesco Dorsey Wright Energy Momentum ETF 2.5 60 15 5.2 -0.3
SAGP Strategas Global Policy Opportunities ETF 2.5 65 10 4.8 -0.7
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 2.5 29 46 3.8 -1.7
AVUQ Avantis U.S. Quality ETF 2.5 15 60 3.7 -1.8
TTAC FCF US Quality ETF 2.4 59 16 5.8 +0.3
BLDG Cambria Global Real Estate ETF 2.4 60 15 10.5 +5.0
ABLD Abacus FCF Real Assets Leaders ETF 2.4 69 6 6.7 +1.2
PTL Inspire 500 ETF 2.4 9 66 4.5 -1.0
XTL State Street SPDR S&P Telecom ETF 2.4 35 40 1.8 -3.7
GQQQ Astoria US Quality Growth Kings ETF 2.4 35 40 3.4 -2.1
GINN Goldman Sachs Innovate Equity ETF 2.4 52 23 3.8 -1.7
PTF Invesco Dorsey Wright Technology Momentum ETF 2.3 60 15 -1.0 -6.5
IMCG iShares Morningstar Mid-Cap Growth ETF 2.3 6 69 3.3 -2.2
PKB Invesco Building & Construction ETF 2.3 62 13 3.7 -1.8
POW VistaShares Electrification Supercycle ETF 2.3 75 0 2.3 -3.2
IYJ iShares U.S. Industrials ETF 2.3 40 35 3.9 -1.6
ABFL Abacus FCF Leaders ETF 2.3 59 16 3.8 -1.7
CTEF Castellan Targeted Equity ETF 2.3 45 30 2.7 -2.8
HTEC ROBO Global Healthcare Technology and Innovation ETF 2.3 68 7 2.3 -3.2
PPTY US Diversified Real Estate ETF 2.3 53 22 7.0 +1.5
VLU State Street SPDR S&P 1500 Value Tilt ETF 2.3 12 63 6.1 +0.6
XITK State Street SPDR FactSet Innovative Technology ETF 2.3 45 30 0.1 -5.4
MGMT Ballast Small/Mid Cap ETF 2.3 110 -35 7.3 +1.8
FTEC Fidelity MSCI Information Technology Index ETF 2.2 8 67 3.1 -2.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.2 65 10 4.8 -0.7
FTXR First Trust Nasdaq Transportation ETF 2.2 60 15 6.6 +1.1
VGT Vanguard Information Technology ETF 2.2 9 66 25.8 +20.3
FNDB Schwab Fundamental US Broad Market Index ETF 2.2 25 50 6.1 +0.6
ZIG Acquirers Fund 2.1 84 -9 20.7 +15.2
LRGF iShares U.S. Equity Factor ETF 2.1 8 67 4.6 -0.9
QGRO American Century U.S. Quality Growth ETF 2.1 29 46 4.1 -1.4
RFV Invesco S&P Midcap 400 Pure Value ETF 2.1 35 40 10.7 +5.2
FBCG Fidelity Blue Chip Growth ETF 2.1 59 16 2.3 -3.2
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 2.1 45 30 -1.5 -7.0
XMVM Invesco S&P MidCap Value with Momentum ETF 2.1 39 36 7.1 +1.6
ITAN Sparkline Intangible Value ETF 2.1 50 25 5.9 +0.4
MFIG Motley Fool Innovative Growth Factor ETF 2.1 50 25 2.9 -2.6
ROE Astoria US Quality Kings ETF 2.1 49 26 5.3 -0.2
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF 2.1 35 40 9.7 +4.2
PXJ Invesco Oil & Gas Services ETF 2.1 63 12 2.8 -2.7
HDUS Hartford Disciplined US Equity ETF 2.0 19 56 4.8 -0.7
GQRE FlexShares Global Quality Real Estate Index Fund 2.0 45 30 7.0 +1.5
MILN Global X Millennial Consumer ETF 2.0 50 25 4.2 -1.3
JVAL JPMorgan U.S. Value Factor ETF 2.0 12 63 6.7 +1.2
FXL First Trust Technology AlphaDEX Fund 2.0 61 14 5.3 -0.1
FRI First Trust S&P REIT Index Fund 2.0 50 25 6.0 +0.5
TEXN iShares Texas Equity ETF 2.0 20 55 5.2 -0.3
FEX First Trust Large Cap Core AlphaDEX Fund 2.0 59 16 4.9 -0.6
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.0 30 45 7.5 +2.0
MADE iShares U.S. Manufacturing ETF 2.0 40 35 3.5 -2.0
XMLV Invesco S&P MidCap Low Volatility ETF 2.0 25 50 6.5 +1.0
ANEW ProShares MSCI Transformational Changes ETF 2.0 45 30 4.5 -1.0
DFNV Donoghue Forlines Innovation ETF 1.9 69 6 3.8 -1.7
PXE Invesco Energy Exploration & Production ETF 1.9 60 15 11.4 +5.9
VDE Vanguard Energy ETF 1.9 9 66 6.6 +1.1
DEW WisdomTree Global High Dividend Fund 1.9 58 17 7.0 +1.5
DFAU Dimensional US Core Equity Market ETF 1.9 12 63 4.3 -1.2
GLRY Inspire Faithward Mid Cap Momentum ETF 1.9 80 -5 3.8 -1.7
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.9 20 55 7.2 +1.7
DEUS Xtrackers Russell US Multifactor ETF 1.9 17 58 6.3 +0.8
AIPO Defiance AI & Power Infrastructure ETF 1.9 69 6 0.9 -4.6
FMED Fidelity Disruptive Medicine ETF 1.9 50 25 -1.1 -6.6
PBW Invesco WilderHill Clean Energy ETF 1.9 66 9 -3.2 -8.7
RIET Hoya Capital High Dividend Yield ETF 1.9 50 25 13.6 +8.1
RDOG ALPS REIT Dividend Dogs ETF 1.9 35 40 11.4 +5.9
KBWY Invesco KBW Premium Yield Equity REIT ETF 1.9 35 40 8.2 +2.7
FDMO Fidelity Momentum Factor ETF 1.9 15 60 2.5 -3.0
SCHH Schwab U.S. REIT ETF 1.9 7 68 6.8 +1.3
FENY Fidelity MSCI Energy Index ETF 1.8 8 67 6.6 +1.1
QDF FlexShares Quality Dividend Index Fund 1.8 37 38 5.3 -0.2
PBD Invesco Global Clean Energy ETF 1.8 75 0 0.3 -5.2
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 1.8 11 64 6.6 +1.1
AGNG Global X Aging Population ETF 1.8 50 25 4.2 -1.3
CBSE Clough Select Equity ETF 1.8 85 -10 0.4 -5.1
CGGO Capital Group Global Growth Equity ETF 1.8 47 28 4.1 -1.4
GURU Global X Guru Index ETF 1.8 75 0 2.4 -3.1
AKAF The Frontier Economic Fund 1.8 20 55 5.4 -0.1
COPY Tweedy, Browne Insider + Value ETF 1.8 80 -5 14.4 +8.9
WDNA WisdomTree BioRevolution Fund 1.8 45 30 -2.0 -7.5
SFGV Sequoia Global Value ETF 1.8 23 52 7.0 +1.5
DFAR Dimensional US Real Estate ETF 1.7 19 56 6.8 +1.3
FTXO First Trust Nasdaq Bank ETF 1.7 60 15 7.1 +1.6
AIS VistaShares Artificial Intelligence Supercycle ETF 1.7 75 0 1.0 -4.5
USRT iShares Core U.S. REIT ETF 1.7 8 67 6.5 +1.0
PBE Invesco Biotechnology & Genome ETF 1.7 58 17 1.7 -3.8
HOMZ Hoya Capital Housing ETF 1.7 30 45 10.0 +4.5
BUL Pacer US Cash Cows Growth ETF 1.7 60 15 3.5 -2.0
VRAI Virtus Real Asset Income ETF 1.7 55 20 8.1 +2.6
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.7 12 63 3.9 -1.6
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.7 75 0 4.2 -1.3
VOLT Tema Electrification ETF 1.7 75 0 2.5 -3.0
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 1.6 58 17 -2.0 -7.5
ONEQ Fidelity Nasdaq Composite Index ETF 1.6 21 54 3.0 -2.5
TIME Clockwise Core Equity & Innovation ETF 1.6 95 -20 2.2 -3.3
CIBR First Trust NASDAQ Cybersecurity ETF 1.6 60 15 3.5 -2.0
IHI iShares U.S. Medical Devices ETF 1.6 40 35 5.0 -0.5
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 1.6 60 15 4.3 -1.2
PPA Invesco Aerospace & Defense ETF 1.6 58 17 1.8 -3.7
IWV iShares Russell 3000 ETF 1.6 20 55 4.1 -1.4
RBLD First Trust Alerian US NextGen Infrastructure ETF 1.6 65 10 3.8 -1.7
IEO iShares U.S. Oil & Gas Exploration & Production ETF 1.6 40 35 9.3 +3.9
POWR iShares U.S. Power Infrastructure ETF 1.6 40 35 4.0 -1.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.6 3 72 4.2 -1.3
VTHR Vanguard Russell 3000 ETF 1.6 7 68 4.2 -1.3
TMAT Main Thematic Innovation ETF 1.5 164 -89 -2.0 -7.4
VTI Vanguard Total Stock Market ETF 1.5 3 72 4.2 -1.3
FBT First Trust NYSE Arca Biotechnology Index Fund 1.5 56 19 2.2 -3.3
FMKT The Free Markets ETF 1.5 76 -1 4.2 -1.3
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 1.5 65 10 0.5 -5.0
FDHT Fidelity Digital Health ETF 1.5 39 36 1.8 -3.7
VFMV Vanguard U.S. Minimum Volatility ETF 1.5 13 62 5.7 +0.2
TINY ProShares Nanotechnology ETF 1.5 58 17 1.3 -4.2
XES State Street SPDR S&P Oil & Gas Equipment & Services ETF 1.5 35 40 1.3 -4.2
VNQ Vanguard Real Estate ETF 1.5 13 62 6.5 +1.0
DFUS Dimensional U.S. Equity ETF 1.5 9 66 4.1 -1.4
IMCB iShares Morningstar Mid-Cap ETF 1.5 4 71 5.1 -0.4
MEDI Harbor Health Care ETF 1.5 80 -5 -1.4 -6.8
XSD State Street SPDR S&P Semiconductor ETF 1.5 35 40 2.4 -3.1
QDEF FlexShares Quality Dividend Defensive Index Fund 1.5 37 38 5.4 -0.1
RWR State Street SPDR Dow Jones REIT ETF 1.5 25 50 6.2 +0.7
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.5 52 23 5.0 -0.5
IBUY Amplify Online Retail ETF 1.5 65 10 2.3 -3.2
IWS iShares Russell Mid-Cap Value ETF 1.5 23 52 5.9 +0.4
JMOM JPMorgan U.S. Momentum Factor ETF 1.5 12 63 3.4 -2.1
LFSC F/m Emerald Life Sciences Innovation ETF 1.5 79 -4 0.0 -5.5
IHAK iShares Cybersecurity & Tech ETF 1.5 47 28 3.4 -2.1
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.5 52 23 4.8 -0.7
FREL Fidelity MSCI Real Estate Index ETF 1.4 8 67 6.7 +1.2
IQM Franklin Intelligent Machines ETF 1.4 50 25 1.2 -4.3
FBCV Fidelity Blue Chip Value ETF 1.4 59 16 5.6 +0.1
MFVL Motley Fool Value Factor ETF 1.4 50 25 5.7 +0.2
FLQL Franklin LibertyQ U.S. Equity ETF 1.4 15 60 4.6 -0.9
SXQG ETC 6 Meridian Quality Growth ETF 1.4 100 -25 3.1 -2.4
CANC Tema Oncology ETF 1.4 75 0 -2.2 -7.7
FIW First Trust Water ETF 1.4 53 22 5.1 -0.4
NETZ TCW Transform Systems ETF 1.4 75 0 1.4 -4.1
SBIO ALPS Medical Breakthroughs ETF 1.4 50 25 0.0 -5.5
SRET Global X SuperDividend REIT ETF 1.4 59 16 12.2 +6.7
DFGR Dimensional Global Real Estate ETF 1.4 22 53 6.7 +1.2
BUG Global X Cybersecurity ETF 1.4 51 24 2.3 -3.2
REET iShares Global REIT ETF 1.3 14 61 6.6 +1.1
FLRG Fidelity U.S. Multifactor ETF 1.3 15 60 5.9 +0.4
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.3 15 60 7.8 +2.3
IYM iShares U.S. Basic Materials ETF 1.3 40 35 4.6 -0.9
FXZ First Trust Materials AlphaDEX Fund 1.3 61 14 7.0 +1.5
SPAM Themes Cybersecurity ETF 1.3 35 40 2.0 -3.5
AFLG First Trust Active Factor Large Cap ETF 1.3 55 20 5.0 -0.5
FELG Fidelity Enhanced Large Cap Growth ETF 1.3 18 57 3.5 -2.0
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 1.3 60 15 7.8 +2.3
PRF Invesco FTSE RAFI US 1000 ETF 1.3 34 41 5.5 +0.0
AVLV Avantis U.S. Large Cap Value ETF 1.3 15 60 5.7 +0.2
SCHB Schwab U.S. Broad Market ETF 1.3 3 72 4.3 -1.2
XAR State Street SPDR S&P Aerospace & Defense ETF 1.3 35 40 1.8 -3.7
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.3 3 72 4.4 -1.1
IGE iShares North American Natural Resources ETF 1.3 41 34 5.7 +0.2
FXD First Trust Consumer Discretionary AlphaDEX Fund 1.3 61 14 7.9 +2.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.3 40 35 5.2 -0.3
CFA VictoryShares US 500 Volatility Wtd ETF 1.3 35 40 5.2 -0.3
ESGV Vanguard ESG U.S. Stock ETF 1.3 9 66 4.2 -1.3
ONEY State Street SPDR Russell 1000 Yield Focus ETF 1.3 20 55 8.4 +2.9
FXH First Trust Health Care AlphaDEX Fund 1.3 62 13 4.5 -1.0
IEDI iShares U.S. Consumer Focused ETF 1.3 18 57 5.4 -0.1
TCAI Tortoise AI Infrastructure ETF 1.3 65 10 1.3 -4.2
IGV iShares Expanded Tech-Software Sector ETF 1.3 41 34 3.7 -1.8
FTXL First Trust Nasdaq Semiconductor ETF 1.3 60 15 2.1 -3.4
VAW Vanguard Materials ETF 1.3 9 66 5.2 -0.3
AVRE Avantis Real Estate ETF 1.2 17 58 6.5 +1.0
AESR Anfield U.S. Equity Sector Rotation ETF 1.2 108 -33 2.9 -2.6
FMAT Fidelity MSCI Materials Index ETF 1.2 8 67 5.2 -0.3
NETL NETLease Corporate Real Estate ETF 1.2 60 15 7.0 +1.5
VFH Vanguard Financials ETF 1.2 9 66 5.9 +0.4
PHO Invesco Water Resources ETF 1.2 60 15 5.0 -0.5
FELV Fidelity Enhanced Large Cap Value ETF 1.2 18 57 5.3 -0.1
REVS Columbia Research Enhanced Value ETF 1.2 19 56 6.4 +0.9
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.2 27 48 6.2 +0.7
VALQ American Century U.S. Quality Value ETF 1.2 29 46 7.2 +1.7
DTD WisdomTree U.S. Total Dividend Fund 1.2 28 47 5.6 +0.1
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.2 45 30 2.1 -3.4
MTUM iShares MSCI USA Momentum Factor ETF 1.2 15 60 2.4 -3.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.2 29 46 4.0 -1.5
BLES Inspire Global Hope ETF 1.2 61 14 5.7 +0.3
WBIY WBI Power Factor High Dividend ETF 1.2 100 -25 11.7 +6.2
MNZL Manzil Russell Halal USA Broad MarketETF 1.2 40 35 3.8 -1.7
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.2 58 17 5.1 -0.4
FNCL Fidelity MSCI Financials Index ETF 1.2 8 67 5.8 +0.3
BBC Virtus LifeSci Biotech Clinical Trials ETF 1.1 79 -4 0.0 -5.5
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 1.1 65 10 5.1 -0.4
KIE State Street SPDR S&P Insurance ETF 1.1 35 40 6.2 +0.7
ERET iShares Environmentally Aware Real Estate ETF 1.1 30 45 6.6 +1.1
ZAP Global X U.S. Electrification ETF 1.1 50 25 3.4 -2.1
GOP Unusual Whales Subversive Republican Trading ETF 1.1 50 25 4.2 -1.3
AZTD Aztlan Global Stock Selection DM SMID ETF 1.1 75 0 4.1 -1.4
QVAL Alpha Architect US Quantitative Value ETF 1.1 39 36 9.2 +3.7
FELC Fidelity Enhanced Large Cap Core ETF 1.1 18 57 4.4 -1.1
IEZ iShares U.S. Oil Equipment & Services ETF 1.1 40 35 2.8 -2.7
RWO SPDR Dow Jones Global Real Estate ETF 1.1 50 25 5.9 +0.5
TBLU Tortoise Global Water ESG ETF 1.1 40 35 4.5 -1.0
XTN State Street SPDR S&P Transportation ETF 1.1 35 40 3.2 -2.3
NANR SPDR S&P North American Natural Resources ETF 1.1 35 40 6.4 +0.9
KCE State Street SPDR S&P Capital Markets ETF 1.1 35 40 5.8 +0.3
CRAK VanEck Oil Refiners ETF 1.1 61 14 8.1 +2.6
GDXJ VanEck Junior Gold Miners ETF 1.1 52 23 3.5 -2.0
CGW Invesco S&P Global Water Index ETF 1.1 57 18 4.5 -1.0
VONG Vanguard Russell 1000 Growth ETF 1.0 7 68 3.8 -1.7
IWF iShares Russell 1000 Growth ETF 1.0 19 56 15.4 +9.9
ULVM VictoryShares US Value Momentum ETF 1.0 20 55 5.9 +0.4
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 1.0 39 36 4.0 -1.5
ITEQ BlueStar Israel Technology ETF 1.0 75 0 1.2 -4.3
ROKT State Street SPDR S&P Kensho Final Frontiers ETF 1.0 45 30 0.8 -4.7
GQI Natixis Gateway Quality Income ETF 1.0 34 41 4.6 -0.9
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.0 50 25 3.6 -1.9
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 0 5.9 +0.4
DIV Global X SuperDividend US ETF 1.0 45 30 9.4 +3.9
AUSF Global X Adaptive U.S. Factor ETF 1.0 27 48 7.9 +2.4
RECS Columbia Research Enhanced Core ETF 1.0 15 60 5.3 -0.2
VIDI Vident International Equity Strategy ETF 1.0 61 14 8.3 +2.9
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.0 15 60 3.9 -1.6
EGUS iShares ESG Aware MSCI USA Growth ETF 1.0 18 57 3.1 -2.4
ALTL Pacer Lunt Large Cap Alternator ETF 1.0 60 15 4.7 -0.8
RPG Invesco S&P 500 Pure Growth ETF 1.0 35 40 2.7 -2.8
YOKE Yoke Core ETF 1.0 42 33 3.7 -1.8
XLI Industrial Select Sector SPDR 1.0 8 67 3.5 -2.0
SPHB Invesco S&P 500 High Beta ETF 1.0 25 50 3.7 -1.8
RAYD Rayliant Quantitative Developed Market Equity ETF 1.0 80 -5 3.5 -2.0
NUMG Nuveen ESG Mid-Cap Growth ETF 1.0 31 44 1.9 -3.6
VDC Vanguard Consumer Staples ETF 1.0 9 66 5.6 +0.1
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.0 70 5 3.9 -1.6
ENHU iShares Enhanced Large Cap Core Active ETF 1.0 22 53 4.2 -1.3
IUSG iShares Core S&P U.S. Growth ETF 1.0 4 71 3.2 -2.3
SIL Global X Silver Miners ETF 1.0 65 10 2.1 -3.4
IBRN iShares Neuroscience and Healthcare ETF 1.0 47 28 0.0 -5.5
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 1.0 49 26 6.1 +0.7
AUAU Global X Gold Miners ETF 0.9 35 40 3.1 -2.4
DVY iShares Select Dividend ETF 0.9 38 37 7.7 +2.3
IDRV iShares Self-driving EV & Tech ETF 0.9 47 28 1.6 -3.9
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.9 39 36 1.1 -4.4
ITA iShares U.S. Aerospace & Defense ETF 0.9 40 35 1.4 -4.1
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 0.9 41 34 4.5 -1.0
PINK Simplify Health Care ETF 0.9 50 25 0.8 -4.7
QGRW WisdomTree U.S. Quality Growth Fund 0.9 28 47 3.0 -2.5
JQUA JPMorgan U.S. Quality Factor ETF 0.9 12 63 4.9 -0.6
JHDV John Hancock U.S. High Dividend ETF 0.9 34 41 5.9 +0.4
ARKG ARK Genomic Revolution ETF 0.9 75 0 -1.1 -6.6
FNDX Schwab Fundamental US Large Co. Index ETF 0.9 25 50 6.1 +0.6
IAK iShares U.S. Insurance ETF 0.9 40 35 6.4 +0.9
BUYZ Franklin Disruptive Commerce ETF 0.9 50 25 2.6 -2.9
FFND Future Fund Active ETF 0.9 100 -25 4.4 -1.1
SAMT Strategas Macro Thematic Opportunities ETF 0.9 65 10 2.4 -3.1
BOUT Innovator IBD Breakout Opportunities ETF 0.9 81 -6 2.9 -2.6
FCLD Fidelity Cloud Computing ETF 0.9 39 36 3.1 -2.4
EXI iShares Global Industrials ETF 0.9 42 33 3.6 -1.9
STXD Strive 1000 Dividend Growth ETF 0.9 35 40 4.4 -1.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.9 9 66 5.2 -0.3
IBAT iShares Energy Storage & Materials ETF 0.9 47 28 1.8 -3.7
DRIV Global X Autonomous & Electric Vehicles ETF 0.9 68 7 3.5 -2.0
SMOG VanEck Low Carbon Energy ETF 0.9 61 14 1.4 -4.1
BATT Amplify Lithium & Battery Technology ETF 0.9 59 16 2.2 -3.3
WCLD WisdomTree Cloud Computing Fund 0.9 45 30 1.4 -4.1
WCBR WisdomTree Cybersecurity Fund 0.9 45 30 2.1 -3.4
CLOU Global X Cloud Computing ETF 0.9 68 7 2.6 -2.9
IYT iShares US Transportation ETF 0.9 40 35 4.3 -1.2
PWB Invesco Large Cap Growth ETF 0.9 56 19 2.0 -3.5
VO Vanguard Mid-Cap ETF 0.9 4 71 20.8 +15.3
VOT Vanguard Mid-Cap Growth ETF 0.9 7 68 3.2 -2.3
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 0.9 8 67 5.6 +0.1
FINX Global X FinTech ETF 0.9 68 7 3.0 -2.5
IGM iShares Expanded Tech Sector ETF 0.8 41 34 2.8 -2.7
TRFK Pacer Data and Digital Revolution ETF 0.8 60 15 2.0 -3.5
REZ iShares Residential and Multisector Real Estate ETF 0.8 48 27 5.5 -0.0
CWS AdvisorShares Focused Equity ETF 0.8 84 -9 4.8 -0.7
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.8 15 60 4.3 -1.2
DAT ProShares Big Data Refiners ETF 0.8 58 17 3.3 -2.2
YNOT Horizon Digital Frontier ETF 0.8 75 0 2.8 -2.7
QUAL iShares MSCI USA Quality Factor ETF 0.8 15 60 4.4 -1.1
CGV Conductor Global Equity Value ETF 0.8 130 -55 7.9 +2.4
SUPL ProShares Supply Chain Logistics ETF 0.8 58 17 7.3 +1.8
PEJ Invesco Leisure and Entertainment ETF 0.8 58 17 0.9 -4.6
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.8 56 19 9.6 +4.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.8 19 56 5.1 -0.4
GDX VanEck Gold Miners ETF 0.8 51 24 3.5 -2.0
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.8 58 17 3.7 -1.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.8 11 64 4.2 -1.3
IYH iShares U.S. Healthcare ETF 0.8 40 35 5.6 +0.1
SGRT SMART Earnings Growth 30 ETF 0.8 59 16 2.5 -3.0
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.8 60 15 4.7 -0.8
XME State Street SPDR S&P Metals & Mining ETF 0.8 35 40 6.0 +0.5
CZA Invesco Zacks Mid-Cap ETF 0.8 72 3 5.6 +0.1
ARTY iShares Future AI & Tech ETF 0.8 47 28 2.6 -2.9
DTEC ALPS Disruptive Technologies ETF 0.8 50 25 3.7 -1.8
VYM Vanguard High Dividend Yield Index ETF 0.8 6 69 6.0 +0.5
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 0.8 5 70 7.4 +1.9
BUZZ VanEck Social Sentiment ETF 0.8 75 0 -0.7 -6.1
ISRA VanEck Israel ETF 0.8 59 16 6.1 +0.6
IZRL ARK Israel Innovative Technology ETF 0.8 49 26 1.4 -4.1
FNDC Schwab Fundamental International Small Co. Index ETF 0.8 39 36 6.9 +1.4
SGLC SGI U.S. Large Cap Core ETF 0.8 85 -10 3.7 -1.8
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 0.8 75 0 6.1 +0.6
VT Vanguard Total World Stock ETF 0.8 6 69 5.1 -0.4
IPO Renaissance IPO ETF 0.8 60 15 1.7 -3.8
LOUP Innovator Deepwater Frontier Tech ETF 0.8 70 5 1.0 -4.5
NBDS Neuberger Berman Disrupters ETF 0.8 55 20 0.8 -4.7
GDOC Goldman Sachs Future Health Care Equity ETF 0.7 75 0 0.9 -4.6
JGRO JPMorgan Active Growth ETF 0.7 44 31 2.6 -2.9
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 0.7 45 30 4.6 -0.9
STXG Strive 1000 Growth ETF 0.7 18 57 3.3 -2.2
IWB iShares Russell 1000 ETF 0.7 15 60 4.2 -1.3
FVAL Fidelity Value Factor ETF 0.7 15 60 5.9 +0.4
VONE Vanguard Russell 1000 ETF 0.7 7 68 4.3 -1.2
GNOM Global X Genomics & Biotechnology ETF 0.7 50 25 -2.3 -7.8
JHML John Hancock Multifactor Large Cap ETF 0.7 29 46 4.5 -1.0
BEDZ AdvisorShares Hotel ETF 0.7 100 -25 4.9 -0.6
FMTM MarketDesk Focused U.S. Momentum ETF 0.7 45 30 5.0 -0.5
CCSO Carbon Collective Climate Solutions US Equity ETF 0.7 35 40 1.0 -4.5
SIZE iShares MSCI USA Size Factor ETF 0.7 15 60 5.4 -0.1
FFLC Fidelity Fundamental Large Cap Core ETF 0.7 38 37 3.9 -1.6
DVGR DAC 3D Dividend Growth ETF 0.7 65 10 4.8 -0.7
FCG First Trust Natural Gas ETF 0.7 60 15 14.0 +8.5
EUSA iShares MSCI USA Equal Weighted ETF 0.7 9 66 5.4 -0.1
BMED Future Health ETF 0.7 85 -10 1.1 -4.4
ILCG iShares Morningstar Growth ETF 0.7 4 71 3.2 -2.3
OIH VanEck Oil Services ETF 0.7 35 40 2.7 -2.8
GK AdvisorShares Gerber Kawasaki ETF 0.7 75 0 1.5 -4.0
VICE AdvisorShares Vice ETF 0.7 99 -24 5.9 +0.4
DARP Grizzle Growth ETF 0.7 75 0 1.8 -3.7
TDV ProShares S&P Technology Dividend Aristocrats ETF 0.7 45 30 5.1 -0.4
SPMO Invesco S&P 500 Momentum ETF 0.7 13 62 3.0 -2.5
PSCM Invesco S&P SmallCap Materials ETF 0.7 29 46 10.1 +4.6
PSCC Invesco S&P SmallCap Consumer Staples ETF 0.7 29 46 7.6 +2.1
HEAL Global X HealthTech ETF 0.7 50 25 -1.5 -7.0
LVDS JPMorgan Fundamental Data Science Large Value ETF 0.7 49 26 4.7 -0.8
NURE Nuveen Short-Term REIT ETF 0.6 35 40 6.6 +1.1
VSLU Applied Finance Valuation Large Cap ETF 0.6 49 26 4.9 -0.6
THRO iShares U.S. Thematic Rotation Active ETF 0.6 90 -15 3.2 -2.3
BIBL Inspire 100 ETF 0.6 35 40 4.1 -1.4
SCHD Schwab US Dividend Equity ETF 0.6 6 69 7.9 +2.4
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.6 35 40 4.8 -0.7
TMDV ProShares Russell US Dividend Growers ETF 0.6 35 40 6.0 +0.5
KBWP Invesco KBW Property & Casualty Insurance ETF 0.6 35 40 6.6 +1.1
EBLU Ecofin Global Water ESG Fund 0.6 40 35 4.5 -1.0
NVIR Horizon Kinetics Energy and Remediation ETF 0.6 85 -10 5.1 -0.4
BEEZ Honeytree U.S. Equity ETF 0.6 64 11 3.8 -1.7
KNCT Invesco Next Gen Connectivity ETF 0.6 40 35 3.1 -2.4
MLPI NEOS MLP & Engy Infras Hi Inc ETF 0.6 68 7 4.1 -1.4
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 0.6 60 15 2.5 -3.0
QLV FlexShares US Quality Low Volatility Index Fund 0.6 22 53 5.0 -0.5
BULD Pacer BlueStar Engineering the Future ETF 0.6 60 15 0.3 -5.2
ACES ALPS Clean Energy ETF 0.6 55 20 -2.9 -8.4
DRLL Strive U.S. Energy ETF 0.6 41 34 7.5 +2.0
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 0.6 59 16 3.0 -2.5
ITB iShares U.S. Home Construction ETF 0.6 40 35 11.8 +6.4
USXF iShares ESG Advanced MSCI USA ETF 0.6 10 65 3.8 -1.7
IYZ iShares U.S. Telecommunications ETF 0.6 40 35 6.2 +0.7
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 0.6 75 0 2.1 -3.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.6 9 66 4.9 -0.6
SCHK Schwab 1000 Index ETF 0.6 5 70 4.3 -1.2
NANC Unusual Whales Subversive Democratic Trading ETF 0.6 75 0 3.0 -2.5
VOX Vanguard Communication Services ETF 0.6 9 66 4.8 -0.7
EIPX FT Energy Income Partners Strategy ETF 0.6 95 -20 5.7 +0.2
DUHP Dimensional US High Profitability ETF 0.6 21 54 5.2 -0.3
PRNT 3D Printing ETF 0.6 66 9 1.3 -4.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 0.6 60 15 4.2 -1.3
SDIV Global X Superdividend ETF 0.6 58 17 13.7 +8.2
LIT Global X Lithium & Battery Tech ETF 0.6 75 0 5.9 +0.4
IUS Invesco RAFI Strategic US ETF 0.6 19 56 5.5 -0.0
SCHG Schwab U.S. Large-Cap Growth ETF 0.5 4 71 3.5 -2.0
FQAL Fidelity Quality Factor ETF 0.5 15 60 4.9 -0.6
JPEF JPMorgan Equity Focus ETF 0.5 50 25 3.8 -1.7
WLDR Affinity World Leaders Equity ETF 0.5 67 8 5.7 +0.2
SAMM Strategas Macro Momentum ETF 0.5 66 9 3.9 -1.6
PRAY FIS Christian Stock Fund 0.5 69 6 4.1 -1.4
SNPG Xtrackers S&P 500 Growth ESG ETF 0.5 15 60 4.1 -1.4
STRN SMART Trend 25 ETF 0.5 59 16 2.5 -3.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.5 60 15 6.2 +0.7
FTGS First Trust Growth Strength ETF 0.5 60 15 3.7 -1.8
PFM Invesco Dividend Achievers ETF 0.5 53 22 4.6 -0.9
SILJ ETFMG Prime Junior Silver Miners ETF 0.5 69 6 0.6 -4.9
WDIV SPDR S&P Global Dividend ETF 0.5 40 35 8.9 +3.4
IGPT Invesco AI and Next Gen Software ETF 0.5 60 15 2.5 -3.0
VIG Vanguard Dividend Appreciation ETF 0.5 5 70 4.9 -0.6
BYRE Principal Real Estate Active Opportunities ETF 0.5 65 10 6.7 +1.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.5 9 66 4.4 -1.1
XOEF iShares S&P 500 ex S&P 100 ETF 0.5 20 55 4.6 -0.9
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.5 70 5 4.1 -1.4
REAI Intelligent Real Estate ETF 0.5 59 16 5.4 -0.1
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 0.5 86 -11 0.3 -5.2
SMOT VanEck Morningstar SMID Moat ETF 0.5 49 26 6.3 +0.8
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.5 50 25 5.2 -0.3
STXV Strive 1000 Value ETF 0.5 18 57 6.6 +1.2
OALC OneAscent Large Cap Core ETF 0.5 86 -11 3.5 -2.0
FXN First Trust Energy AlphaDEX Fund 0.5 62 13 10.1 +4.6
FRNW Fidelity Clean Energy ETF 0.5 39 36 2.0 -3.5
PUI Invesco Dorsey Wright Utilities Momentum ETF 0.5 60 15 4.4 -1.1
RCGE RockCreek Global Equality ETF 0.5 95 -20 5.9 +0.4
EQL Alps Equal Sector Weight ETF 0.5 25 50 5.1 -0.4
AQWA Global X Clean Water ETF 0.5 50 25 5.0 -0.5
IYY iShares Dow Jones U.S. ETF 0.5 20 55 4.1 -1.4
RSP Invesco S&P 500 Equal Weight ETF 0.5 20 55 5.8 +0.3
GVUS Marketbeta Russell 1000 Value Equity ETF 0.5 12 63 5.2 -0.3
SHPP Pacer Industrials and Logistics ETF 0.5 60 15 6.5 +1.0
PEY Invesco High Yield Equity Dividend Achievers ETF 0.5 52 23 8.4 +2.9
GWX SPDR S&P International Small Cap ETF 0.5 40 35 6.1 +0.6
ONLN ProShares Online Retail ETF 0.5 58 17 1.4 -4.1
SSPY Syntax Stratified LargeCap ETF 0.5 30 45 6.0 +0.5
IPKW Invesco International BuyBack Achievers ETF 0.5 55 20 8.0 +2.5
IETC iShares U.S. Tech Independence Focused ETF 0.5 18 57 3.3 -2.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.5 12 63 3.7 -1.8
PICK iShares MSCI Global Metals & Mining Producers ETF 0.5 39 36 8.6 +3.1
SOXQ Invesco PHLX Semiconductor ETF 0.5 19 56 2.0 -3.5
AIVC Amplify Bloomberg AI Value Chain ETF 0.5 59 16 3.8 -1.7
CHPX Global X AI Semiconductor & Quantum ETF 0.5 50 25 1.7 -3.8
CHAT Roundhill Generative AI & Technology ETF 0.5 75 0 4.5 -1.0
WAR U.S. Global Tech and Aerospace & Defense ETF 0.5 60 15 0.2 -5.3
SOXX iShares Semiconductor ETF 0.5 35 40 2.1 -3.4
SPRX Spear Alpha ETF 0.5 75 0 -0.8 -6.3
BAI iShares AI Innovation and Tech Active ETF 0.5 55 20 1.1 -4.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.5 49 26 4.7 -0.8
SKYY First Trust Cloud Computing ETF 0.5 60 15 3.0 -2.5
DFVX Dimensional US Large Cap Vector ETF 0.4 22 53 5.3 -0.2
ICLN iShares Global Clean Energy ETF 0.4 41 34 2.1 -3.4
CLNR IQ Cleaner Transport ETF 0.4 45 30 4.0 -1.5
DIVB iShares Core Dividend ETF 0.4 5 70 6.6 +1.1
IYC iShares U.S. Consumer Discretionary ETF 0.4 40 35 3.8 -1.7
XMAG Defiance Large Cap ex-Mag 7 ETF 0.4 35 40 4.3 -1.2
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 0.4 15 60 7.5 +2.0
PBJ Invesco Food & Beverage ETF 0.4 57 18 8.0 +2.5
MDEV First Trust Indxx Medical Devices ETF 0.4 70 5 5.0 -0.5
EBIZ Global X E-Commerce ETF 0.4 50 25 4.7 -0.8
DSTL Distillate US Fundamental Stability & Value ETF 0.4 39 36 7.6 +2.1
RSPT Invesco S&P 500 Equal Weight Technology ETF 0.4 40 35 3.9 -1.6
INRO iShares U.S. Industry Rotation Active ETF 0.4 42 33 3.6 -1.9
CHGX AXS Change Finance ESG ETF 0.4 49 26 4.4 -1.1
KOCG FIS Knights of Columbus Global Belief ETF 0.4 75 0 4.5 -1.0
MDCP VictoryShares THB Mid Cap ESG ETF 0.4 55 20 4.9 -0.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.4 25 50 4.2 -1.3
DVLU First Trust Dorsey Wright Momentum & Value ETF 0.4 60 15 6.0 +0.5
FSST Fidelity Sustainable U.S. Equity ETF 0.4 59 16 3.6 -1.9
RUNN Running Oak Efficient Growth ETF 0.4 58 17 4.9 -0.6
ZECP Zacks Earnings Consistent Portfolio ETF 0.4 55 20 4.1 -1.4
SPGP Invesco S&P 500 GARP ETF 0.4 34 41 5.7 +0.2
MAGA Point Bridge America First ETF 0.4 72 3 5.0 -0.5
KONG Formidable Fortress ETF 0.4 89 -14 5.3 -0.2
RSPN Invesco S&P 500 Equal Weight Industrials ETF 0.4 40 35 4.3 -1.2
EWZS iShares MSCI Brazil Small-Cap ETF 0.4 59 16 12.4 +6.9
VERS ProShares Metaverse ETF 0.4 58 17 0.5 -5.0
PSIL AdvisorShares Psychedelics ETF 0.4 99 -24 -1.2 -6.7
SOCL Global X Social Media ETF 0.4 65 10 13.4 +7.9
ABOT Abacus FCF Innovation Leaders ETF 0.4 69 6 3.8 -1.7
IWD iShares Russell 1000 Value ETF 0.4 19 56 5.2 -0.3
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.4 60 15 4.8 -0.7
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.4 38 37 5.0 -0.5
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.4 39 36 9.0 +3.5
SPHQ Invesco S&P 500 Quality ETF 0.4 15 60 4.6 -0.9
FCOM Fidelity MSCI Communication Services Index ETF 0.4 8 67 4.8 -0.7
SETM Sprott Energy Transition Materials ETF 0.4 65 10 2.1 -3.4
RFDA RiverFront Dynamic US Dividend Advantage ETF 0.4 52 23 5.0 -0.5
AGMI Themes Silver Miners ETF 0.4 35 40 4.5 -1.0
SLVP iShares MSCI Global Silver Miners ETF 0.4 39 36 4.7 -0.8
GOEX Global X Gold Explorers ETF 0.4 65 10 2.6 -2.9
VONV Vanguard Russell 1000 Value ETF 0.4 7 68 5.3 -0.2
FXO First Trust Financials AlphaDEX Fund 0.4 62 13 7.7 +2.2
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.4 40 35 3.1 -2.4
ESGU iShares ESG Aware MSCI USA ETF 0.4 15 60 4.2 -1.3
SNSR Global X Internet of Things ETF 0.4 68 7 3.7 -1.8
BCDF Horizon Kinetics Blockchain Development ETF 0.4 85 -10 3.9 -1.6
CARZ First Trust NASDAQ Global Auto Index Fund 0.4 70 5 2.6 -2.9
MBOX Freedom Day Dividend ETF 0.4 39 36 6.5 +1.0
MISL First Trust Indxx Aerospace & Defense ETF 0.4 60 15 1.9 -3.6
VOTE TCW Transform 500 ETF 0.4 5 70 4.2 -1.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.4 2 73 4.2 -1.3
BKLC BNY Mellon US Large Cap Core Equity ETF 0.4 0 75 12.6 +7.2
PBUS Invesco MSCI USA ETF 0.4 4 71 4.3 -1.2
IYW iShares U.S. Technology ETF 0.4 40 35 3.1 -2.4
USAI Pacer American Energy Independence ETF 0.4 75 0 3.4 -2.1
CNRG State Street SPDR S&P Kensho Clean Power ETF 0.4 45 30 0.0 -5.5
SPVU Invesco S&P 500 Enhanced Value ETF 0.4 13 62 8.4 +2.9
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.4 15 60 6.1 +0.6
RAFE PIMCO RAFI ESG U.S. ETF 0.4 29 46 6.0 +0.5
GSPY Gotham Enhanced 500 ETF 0.4 50 25 4.4 -1.1
FTXG First Trust Nasdaq Food & Beverage ETF 0.3 60 15 7.5 +2.0
VEGI iShares MSCI Agriculture Producers ETF 0.3 39 36 7.4 +1.9
MOO VanEck Agribusiness ETF 0.3 53 22 8.7 +3.3
DGRO iShares Core Dividend Growth ETF 0.3 8 67 5.4 -0.1
VUG Vanguard Growth ETF 0.3 4 71 21.6 +16.1
IYE iShares U.S. Energy ETF 0.3 40 35 6.5 +1.0
AQLT iShares MSCI Global Quality Factor ETF 0.3 18 57 0.0 -5.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.3 10 65 4.3 -1.2
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.3 46 29 7.9 +2.4
QTUM Defiance Quantum ETF 0.3 40 35 4.0 -1.5
AVDV Avantis International Small Cap Value ETF 0.3 36 39 7.9 +2.4
TMFC Motley Fool 100 Index ETF 0.3 50 25 3.1 -2.4
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.3 80 -5 9.6 +4.1
ILCB iShares Morningstar U.S. Equity ETF 0.3 3 72 4.2 -1.3
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.3 85 -10 2.8 -2.7
USEW Cambria US EW ETF 0.3 30 45 4.1 -1.4
WTV WisdomTree US Value ETF 0.3 12 63 7.6 +2.1
GEW Cambria Global EW ETF 0.3 29 46 5.4 -0.1
TOV JLens 500 Jewish Advocacy U.S. ETF 0.3 18 57 4.0 -1.5
VEGN US Vegan Climate ETF 0.3 60 15 3.4 -2.1
RW Rainwater Equity ETF 0.3 125 -50 3.1 -2.4
PSR Invesco Active U.S. Real Estate Fund 0.3 35 40 6.6 +1.1
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 0.3 60 15 4.4 -1.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.3 30 45 3.8 -1.7
NULG Nuveen ESG Large-Cap Growth ETF 0.3 26 49 2.9 -2.6
HYDR Global X Hydrogen ETF 0.3 50 25 -6.3 -11.8
FFOG Franklin Focused Growth ETF 0.3 61 14 1.7 -3.8
TOLL Tema Durable Quality ETF 0.3 75 0 3.9 -1.6
OCEN IQ Clean Oceans ETF 0.3 45 30 4.6 -0.9
VCLN Virtus Duff & Phelps Clean Energy ETF 0.3 59 16 2.8 -2.7
GVIP Goldman Sachs Hedge Industry VIP ETF 0.3 45 30 2.4 -3.1
CTEC Global X CleanTech ETF 0.3 50 25 0.0 -5.5
FDG American Century Focused Dynamic Growth ETF 0.3 45 30 2.0 -3.5
HAP VanEck Natural Resources ETF 0.3 50 25 6.8 +1.3
FVD First Trust Value Line Dividend Index Fund 0.3 65 10 5.5 +0.0
VPU Vanguard Utilities ETF 0.3 9 66 4.8 -0.7
HAPI Harbor Human Capital Factor US Large Cap ETF 0.3 36 39 4.2 -1.3
ACVF American Conservative Values ETF 0.3 75 0 3.8 -1.7
FDL First Trust Morningstar Dividend Leaders Index Fund 0.3 45 30 8.8 +3.4
KLMN Invesco MSCI North America Climate ETF 0.3 9 66 4.4 -1.1
FUTY Fidelity MSCI Utilities Index ETF 0.3 8 67 4.8 -0.7
GDIV Harbor Dividend Growth Leaders ETF 0.3 50 25 3.9 -1.6
EFRA iShares Environmental Infrastructure and Industrials ETF 0.3 47 28 4.9 -0.6
SCHX Schwab U.S. Large-Cap ETF 0.3 3 72 4.3 -1.2
LCLG Logan Capital Broad Innovative Growth ETF 0.3 99 -24 2.9 -2.6
GPT Intelligent Alpha Atlas ETF 0.3 69 6 6.1 +0.6
BPAY BlackRock Future Financial and Technology ETF 0.3 70 5 5.3 -0.2
WISE Themes Generative Artificial Intelligence ETF 0.3 35 40 -0.4 -5.9
PRXG Praxis Impact Large Cap Growth ETF 0.3 36 39 3.3 -2.2
HGRO Hedgeye Quality Growth ETF 0.3 70 5 3.4 -2.1
MOTO SmartETFs Smart Transportation & Technology ETF 0.3 68 7 5.7 +0.2
KOKU Xtrackers MSCI Kokusai Equity ETF 0.3 9 66 4.4 -1.1
JPRE JPMorgan Realty Income ETF 0.3 50 25 6.5 +1.0
EPU iShares MSCI Peru and Global Exposure ETF 0.3 59 16 4.5 -1.0
IYR iShares U.S. Real Estate ETF 0.3 40 35 6.6 +1.1
SUSL iShares ESG MSCI USA Leaders ETF 0.3 10 65 4.3 -1.2
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.3 15 60 5.0 -0.5
SPXT ProShares S&P 500 Ex-Technology ETF 0.3 9 66 4.9 -0.6
LRND IQ U.S. Large Cap R&D Leaders ETF 0.3 14 61 4.1 -1.4
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.3 49 26 5.1 -0.4
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.3 4 71 3.2 -2.3
VOOG Vanguard S&P 500 Growth ETF 0.3 7 68 19.3 +13.8
APUE ActivePassive U.S. Equity ETF 0.3 45 30 4.0 -1.5
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.3 86 -11 13.4 +7.9
IVW iShares S&P 500 Growth ETF 0.3 18 57 3.0 -2.5
TMFS Motley Fool Small-Cap Growth ETF 0.3 85 -10 1.2 -4.3
MLPX Global X MLP & Energy Infrastructure ETF 0.3 45 30 4.1 -1.4
EINC VanEck Energy Income ETF 0.3 48 27 4.1 -1.4
TPYP Tortoise North American Pipeline Fund 0.3 40 35 4.7 -0.8
CGGR Capital Group Growth ETF 0.3 39 36 2.7 -2.8
IUSV iShares Core S&P US Value ETF 0.3 4 71 5.7 +0.3
DSI iShares MSCI KLD 400 Social ETF 0.3 25 50 4.3 -1.2
STOX Horizon Core Equity ETF 0.3 70 5 3.6 -1.9
TOGA Tremblant Global ETF 0.3 69 6 -0.2 -5.6
FTXN First Trust Nasdaq Oil & Gas ETF 0.3 60 15 8.4 +2.9
SDY State Street SPDR S&P Dividend ETF 0.3 35 40 5.9 +0.4
BLCV iShares Large Cap Value Active ETF 0.3 53 22 6.1 +0.6
FPAG FPA Global Equity ETF 0.3 49 26 5.8 +0.3
CSD Invesco S&P Spin-Off ETF 0.3 65 10 3.6 -1.9
KNO AXS Knowledge Leaders ETF 0.3 78 -3 4.1 -1.4
ERTH Invesco MSCI Sustainable Future ETF 0.3 62 13 3.3 -2.2
AIQ Global X Artificial Intelligence & Technology ETF 0.3 68 7 3.0 -2.5
MEDX Horizon Kinetics Medical ETF 0.3 85 -10 1.4 -4.1
GXLC Global X U.S. 500 ETF 0.3 2 73 4.1 -1.4
SFY SoFi Select 500 ETF 0.3 0 75 3.8 -1.7
BOTZ Global X Robotics & Artificial Intelligence ETF 0.3 69 6 2.2 -3.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.3 65 10 1.5 -4.0
SFTY Horizon Managed Risk ETF 0.3 77 -2 3.5 -2.0
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.3 35 40 5.7 +0.3
GGME Invesco Next Gen Media and Gaming ETF 0.2 60 15 4.6 -0.9
IYG iShares US Financial Services ETF 0.2 40 35 5.0 -0.5
WSGE Warren Street Global Equity ETF 0.2 80 -5 2.9 -2.6
RDVY First Trust Rising Dividend Achievers ETF 0.2 50 25 4.9 -0.6
BDIV AAM Brentview Dividend Growth ETF 0.2 49 26 3.6 -1.9
HUMN Roundhill Humanoid Robotics ETF 0.2 75 0 1.5 -4.0
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 0.2 40 35 3.9 -1.6
NATO Themes Transatlantic Defense ETF 0.2 35 40 1.8 -3.7
MAKX ProShares S&P Kensho Smart Factories ETF 0.2 58 17 1.2 -4.3
VSDA VictoryShares Dividend Accelerator ETF 0.2 35 40 6.3 +0.8
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 0.2 40 35 6.5 +1.0
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 0.2 12 63 5.5 -0.0
QUVU Hartford Quality Value ETF 0.2 46 29 5.3 -0.2
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.2 19 56 4.9 -0.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.2 14 61 4.2 -1.3
ARKK ARK Innovation ETF 0.2 75 0 -3.0 -8.5
EIS iShares MSCI Israel ETF 0.2 58 17 6.8 +1.3
TOK iShares MSCI Kokusai ETF 0.2 26 49 4.3 -1.2
KLMT Invesco MSCI Global Climate 500 ETF 0.2 10 65 5.0 -0.5
EPS WisdomTree U.S. LargeCap Fund 0.2 8 67 4.8 -0.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.2 7 68 4.5 -1.0
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.2 56 19 6.8 +1.3
URTH iShares MSCI World ETF 0.2 24 51 4.4 -1.1
JDOC JPMorgan Healthcare Leaders ETF 0.2 65 10 3.3 -2.2
DGRW WisdomTree US Quality Dividend Growth Fund 0.2 28 47 5.1 -0.4
SPXN ProShares S&P 500 Ex-Financials ETF 0.2 9 66 4.1 -1.4
SCHV Schwab U.S. Large-Cap Value ETF 0.2 4 71 5.5 +0.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.2 20 55 4.8 -0.7
QLC FlexShares US Quality Large Cap Index Fund 0.2 25 50 4.5 -1.0
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 0.2 79 -4 3.7 -1.8
CATH Global X S&P 500 Catholic Values Custom ETF 0.2 29 46 4.1 -1.4
SPXV ProShares S&P 500 Ex-Health Care ETF 0.2 9 66 4.0 -1.5
XT iShares Exponential Technologies ETF 0.2 46 29 4.0 -1.5
JEDI Defiance Drone and Modern Warfare ETF 0.2 69 6 1.5 -4.0
QVML Invesco S&P 500 QVM Multi-factor ETF 0.2 11 64 4.4 -1.1
ACWI iShares MSCI ACWI ETF 0.2 32 43 4.7 -0.8
SNPE Xtrackers S&P 500 ESG ETF 0.2 10 65 4.4 -1.1
CHRI Global X S&P 500 Christian Values ETF 0.2 29 46 4.0 -1.5
IWY iShares Russell Top 200 Growth ETF 0.2 20 55 3.9 -1.6
VV Vanguard Large-Cap ETF 0.2 4 71 4.2 -1.3
TOPC iShares S&P 500 3% Capped ETF 0.2 15 60 4.4 -1.1
HART IQ Healthy Hearts ETF 0.2 45 30 5.9 +0.4
USMV iShares MSCI USA Min Vol Factor ETF 0.2 15 60 5.3 -0.1
EIRL iShares MSCI Ireland ETF 0.2 50 25 7.0 +1.5
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.2 42 33 8.1 +2.6
SPXE ProShares S&P 500 Ex-Energy ETF 0.2 9 66 4.1 -1.4
QWLD SPDR MSCI World StrategicFactors ETF 0.2 30 45 5.2 -0.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.2 8 67 4.5 -1.0
XVV iShares ESG Screened S&P 500 ETF 0.2 8 67 4.2 -1.3
HLAL Wahed FTSE USA Shariah ETF 0.2 50 25 3.7 -1.8
RWL Invesco S&P 500 Revenue ETF 0.2 39 36 5.7 +0.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.2 45 30 3.7 -1.8
ROBO ROBO Global Robotics & Automation Index ETF 0.2 95 -20 2.5 -3.0
DSPY Tema S&P 500 Historical Weight ETF 0.2 18 57 4.4 -1.1
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.2 20 55 4.0 -1.5
GXPT Global X PureCap MSCI Information Technology ETF 0.2 25 50 3.4 -2.1
SPY SPDR S&P 500 ETF 0.1 9 66 4.2 -1.3
VOO Vanguard S&P 500 ETF 0.1 3 72 4.3 -1.2
SPYM State Street SPDR Portfolio S&P 500 ETF 0.1 2 73 4.3 -1.2
IVV iShares Core S&P 500 ETF 0.1 3 72 4.3 -1.2
XHB State Street SPDR S&P Homebuilders ETF 0.1 35 40 10.8 +5.3
WOOD iShares Global Timber & Forestry ETF 0.1 42 33 11.3 +5.8
CUT Invesco MSCI Global Timber ETF 0.1 61 14 8.1 +2.6
FTRI First Trust Indxx Global Natural Resources Income ETF 0.1 70 5 6.8 +1.3
BRF VanEck Brazil Small-Cap ETF 0.1 66 9 12.0 +6.5
AVDS Avantis International Small Cap Equity ETF 0.1 30 45 6.1 +0.6
PEXL Pacer US Export Leaders ETF 0.1 60 15 3.1 -2.4
BGDV Bahl & Gaynor Dividend ETF 0.1 45 30 3.9 -1.6
AOTS AOT Software Platform ETF 0.1 49 26 4.9 -0.6
XDAT Franklin Exponential Data ETF 0.1 50 25 1.3 -4.2
UFO Procure Space ETF 0.1 75 0 0.1 -5.4
SHLD Global X Defense Tech ETF 0.1 50 25 3.2 -2.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 36 6.3 +0.8
FDFF Fidelity Disruptive Finance ETF 0.1 50 25 5.3 -0.2
PNQI Invesco NASDAQ Internet ETF 0.1 60 15 4.1 -1.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.1 7 68 4.2 -1.3
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.1 20 55 4.3 -1.2
ISCF iShares International SmallCap Equity Factor ETF 0.1 23 52 7.4 +1.9
IYF iShares U.S. Financials ETF 0.1 40 35 5.4 -0.1
BESF Bastion Energy ETF 0.1 80 -5 8.7 +3.2
EMMF WisdomTree Emerging Markets Multifactor Fund 0.1 48 27 8.9 +3.4
FDIG Fidelity Crypto Industry and Digital Payments ETF 0.1 39 36 -1.2 -6.7
PPH VanEck Pharmaceutical ETF 0.1 36 39 6.8 +1.3
EWZ iShares MSCI Brazil ETF 0.1 58 17 10.7 +5.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.1 32 43 3.9 -1.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 50 5.4 -0.1
IWL iShares Russell Top 200 ETF 0.1 15 60 4.0 -1.5
LNGX Global X U.S. Natural Gas ETF 0.1 45 30 10.1 +4.6
EIPI FT Energy Income Partners Enhanced Income ETF 0.1 110 -35 5.3 -0.2
FDCF Fidelity Disruptive Communications ETF 0.1 50 25 1.9 -3.6
FPWR First Trust EIP Power Solutions ETF 0.1 96 -21 4.3 -1.2
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.1 70 5 6.9 +1.4
DLN WisdomTree U.S. LargeCap Dividend Fund 0.1 28 47 5.3 -0.2
AVSE Avantis Responsible Emerging Markets Equity ETF 0.1 33 42 6.9 +1.4
AVSD Avantis Responsible International Equity ETF 0.1 23 52 5.9 +0.5
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 10 3.5 -2.0
RAUS RACWI US ETF 0.1 15 60 4.2 -1.3
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 10 6.9 +1.5
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.1 33 42 6.3 +0.8
AVDE Avantis International Equity ETF 0.1 23 52 6.2 +0.7
SUSA iShares MSCI USA ESG Select ETF 0.1 25 50 4.0 -1.5
PRXV Praxis Impact Large Cap Value ETF 0.1 36 39 5.4 -0.1
CVAR Cultivar ETF 0.1 87 -12 7.0 +1.6
XCNY SPDR S&P Emerging Markets ex-China ETF 0.1 15 60 5.8 +0.3
HDV iShares Core High Dividend ETF 0.1 8 67 28.9 +23.5
AVEM Avantis Emerging Markets Equity ETF 0.1 33 42 7.3 +1.8
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.1 15 60 9.2 +3.7
MODL VictoryShares WestEnd U.S. Sector ETF 0.1 42 33 4.1 -1.4
FXU First Trust Utilities AlphaDEX Fund 0.1 64 11 5.1 -0.4
IDU iShares U.S. Utilities ETF 0.1 40 35 4.3 -1.2
BKF iShares MSCI BIC ETF 0.1 69 6 15.0 +9.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.1 75 0 3.1 -2.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 55 4.3 -1.2
GLOF iShares Global Equity Factor ETF 0.0 20 55 5.6 +0.1
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 68 9.7 +4.2
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.0 45 30 8.3 +2.8
DIVY Sound Equity Dividend Income ETF 0.0 45 30 7.7 +2.2
EMXF iShares ESG Advanced MSCI EM ETF 0.0 16 59 6.8 +1.3
KBWD Invesco KBW High Dividend Yield Financial ETF 0.0 384 -309 18.1 +12.6
ABIG Argent Large Cap ETF 0.0 49 26 4.4 -1.1
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.0 36 39 7.9 +2.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.0 12 63 4.5 -1.0
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 66 8.5 +3.0
SCZ iShares MSCI EAFE Small-Cap ETF 0.0 40 35 6.2 +0.7
EMXC iShares MSCI Emerging Markets ex China ETF 0.0 25 50 5.3 -0.2
BKEM BNY Mellon Emerging Markets Equity ETF 0.0 11 64 24.9 +19.4
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 9 7.6 +2.1
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.0 30 45 8.3 +2.8
EEM iShares MSCI Emerging Markets ETF 0.0 69 6 8.1 +2.6
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 0.0 69 6 7.8 +2.3
IXUS iShares Core MSCI Total International Stock ETF 0.0 7 68 6.7 +1.2
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 72 5.9 +0.4
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.0 30 45 7.7 +2.3
DFAI Dimensional International Core Equity Market ETF 0.0 18 57 6.0 +0.5
ACWX iShares MSCI ACWI ex U.S. ETF 0.0 34 41 6.4 +0.9
IEFA iShares Core MSCI EAFE ETF 0.0 7 68 6.1 +0.6
IDEV iShares Core MSCI International Developed Markets ETF 0.0 4 71 6.0 +0.5
DFLV Dimensional US Large Cap Value ETF 0.0 22 53 5.9 +0.4

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

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

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 13.5 %
Divided by: Fwd. P/BV 2.2 x
Less: Expense ratio 75 bp
Equals: ALTAR Score 5.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.57 CATEGORY
AVERAGE		 1.57
 
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.