Global X Aging Population ETF
ALTAR
Score™		 3.9% info Recommen-
dation		 NEUTRAL
2022E    2023E
P/E
ratio		 28.4x P/Sales
ratio		 4.1x
P/BV
ratio		 3.4x Div.
yield		 1.5%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
Global X Longevity Thematic ETF is an exchange-traded fund incorporated in the USA. The Fund seeks to track the performance of the Indxx Global Longevity Thematic Index.

FUND BASICS
Category Global Equities
Fund Sponsor Global X
Website www.globalxfunds.com
Inception date May 09, 2016
Assets (mns) $41
Currency USD
Expense ratio 50 bp
Distributions Annually

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 97
Wgt avg mkt cap (mns) $66,463
Large cap (>$10bn) 59.6%
Mid cap ($2-10bn) 10.8%
Small cap (<$2bn) 9.1%
Developed mkts 96.4%
Emerging mkts 3.6%

TOP TEN HOLDINGS
ELI LILLY & CO 4.1 %
AMGEN INC 3.9 %
REGENERON PHARMACEUTICALS 3.7 %
BRISTOL-MYERS SQUIBB CO 3.6 %
BOSTON SCIENTIFIC CORP 3.4 %
JOHNSON & JOHNSON 3.4 %
DEXCOM INC 3.3 %
NOVO NORDISK A/S-B 3.3 %
BIOGEN IDEC INC 3.1 %
ROCHE HOLDING AG-BR 3.1 %
Total 34.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 60.4 %
SWITZERLAND 8.4 %
JAPAN 6.9 %
DENMARK 6.3 %
BRITAIN 4.9 %
CHINA 4.2 %
IRELAND 2.5 %
BELGIUM 1.4 %
SOUTH KOREA 1.3 %
AUSTRALIA 0.7 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-13.2% -15.4% 6.0% -- 8.4%

Market Correlations
versus... Beta R-squared
S&P500 0.72 70%
MSCI EAFE 0.75 68%
MSCI Emg. Mkts. 0.57 41%

Technical Indicators
Recent close $25.89
30d moving avg. $25.20
Annualized volatility 18.4%
Short interest (ETF) 0.9%
Relative strength (RSI) 62

Liquidity measures
Avg. volume (thou.) 9
Turnover 0.6%
Bid/Ask (% of price) 0.33%
ADV underlying (mns) $11,163

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 943 potential alternatives to the Global X Aging Population ETF ETF based on the alternatives' overlap in portfolio holdings with AGNG. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: AGNG Expense: 50 bp ALTAR Score™: 3.9%


ALTERNATIVE ETFs BASED ON OVERLAP WITH AGNG
Ticker Fund
Name		 Overlap1
vs AGNG
(%)		 Expense
ratio
(bp)		 Savings
vs AGNG
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs AGNG
(%)
IYH iShares U.S. Healthcare ETF 28.6 39 11 7.3 +3.5
IXJ iShares Global Healthcare ETF 28.5 40 10 7.5 +3.6
GDOC Goldman Sachs Future Health Care Equity ETF 27.8 75 -25 1.7 -2.2
FHLC Fidelity MSCI Health Care Index ETF 27.5 8 42 6.5 +2.6
VHT Vanguard Health Care Index Fund 27.5 10 40 6.5 +2.7
XLV Health Care Select Sector SPDR Fund 27.4 10 40 8.3 +4.4
RYH Invesco S&P 500 Equal Weight Health Care ETF 25.2 40 10 8.5 +4.7
MDEV First Trust Indxx Medical Devices ETF 24.2 70 -20 3.8 -0.1
JHMH John Hancock Multifactor Healthcare ETF 23.9 40 10 7.7 +3.8
PINK Simplify Health Care ETF 23.3 50 0 4.9 +1.0
PJP Invesco Dynamic Pharmaceuticals ETF 22.1 58 -8 11.3 +7.5
IBBQ Invesco Nasdaq Biotechnology ETF 21.9 19 31 0.3 -3.6
IHI iShares U.S. Medical Devices ETF 20.8 39 11 4.9 +1.0
FTXH First Trust Nasdaq Pharmaceuticals ETF 20.2 60 -10 11.9 +8.1
IBB iShares NASDAQ Biotechnology ETF 19.3 44 6 -0.2 -4.1
HART IQ Healthy Hearts ETF 18.3 45 5 5.8 +2.0
PPH VanEck Pharmaceutical ETF 17.2 35 15 12.7 +8.8
JAVA JPMorgan Active Value ETF 16.9 44 6 6.7 +2.9
APXH Apex Healthcare ETF 16.9 90 -40 8.9 +5.0
FBT First Trust NYSE Arca Biotechnology Index Fund 16.4 55 -5 1.3 -2.6
HTEC ROBO Global Healthcare Technology & Innovation ETF 16.3 68 -18 0.8 -3.1
BMED BlackRock Future Health ETF 16.0 85 -35 2.1 -1.8
BBH VanEck Biotech ETF 15.5 35 15 6.0 +2.1
FXH First Trust Health Care AlphaDEX Fund 15.4 61 -11 7.8 +3.9
XHE SPDR S&P Health Care Equipment ETF 15.4 35 15 0.8 -3.1
PBE Invesco Dynamic Biotechnology & Genome ETF 15.1 59 -9 1.7 -2.2
LRND IQ U.S. Large Cap R&D Leaders ETF 14.9 14 36 8.0 +4.1
BAD B.A.D. ETF 14.4 75 -25 3.0 -0.8
WDNA WisdomTree BioRevolution Fund 14.3 45 5 -3.9 -7.8
BBP BioShares Biotechnology Products Fund 13.8 79 -29 -2.3 -6.2
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 13.7 60 -10 5.7 +1.8
MTUM iShares MSCI USA Momentum Factor ETF 13.6 15 35 6.2 +2.4
DURA VanEck Morningstar Durable Dividend ETF 13.4 29 21 8.4 +4.5
PWV Invesco Dynamic Large Cap Value ETF 13.4 58 -8 7.9 +4.0
SDG iShares Sustainable MSCI Global Impact ETF 12.9 49 1 8.9 +5.0
QLV FlexShares US Quality Low Volatility Index Fund 12.7 22 28 6.0 +2.2
MBOX Freedom Day Dividend ETF 12.3 39 11 8.3 +4.4
XBI SPDR S&P BIOTECH ETF 12.2 35 15 0.0 -3.9
RAYD Rayliant Quantitative Developed Market Equity ETF 12.1 80 -30 9.2 +5.3
HKND Humankind US Stock ETF 11.9 11 39 7.9 +4.0
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 11.7 69 -19 7.6 +3.7
IHE iShares U.S. Pharmaceuticals ETF 11.6 39 11 10.1 +6.2
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF 11.6 58 -8 4.3 +0.4
XPH SPDR S&P Pharmaceuticals ETF 11.3 35 15 1.6 -2.3
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 11.2 60 -10 5.5 +1.6
DIVS SmartETFs Dividend Builder ETF 11.2 65 -15 5.6 +1.7
FTCS First Trust Capital Strength ETF 11.1 55 -5 6.5 +2.6
MGV Vanguard Mega Cap Value ETF 11.1 7 43 7.6 +3.7
HDV iShares Core High Dividend ETF 10.9 8 42 8.4 +4.6
CNCR Loncar Cancer Immunotherapy ETF 10.9 79 -29 -4.3 -8.1
QDEF FlexShares Quality Dividend Defensive Index Fund 10.8 37 13 7.6 +3.8
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 10.7 35 15 7.7 +3.9
VYM Vanguard High Dividend Yield Index ETF 10.4 6 44 7.9 +4.0
FDRR Fidelity Dividend ETF for Rising Rates 10.2 29 21 8.1 +4.2
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 10.1 15 35 8.8 +5.0
AUSF Global X Adaptive U.S. Factor ETF 9.9 27 23 7.0 +3.1
SIXA 6 Meridian Mega Cap Equity ETF 9.9 82 -32 7.6 +3.8
WOMN Impact Shares YWCA Women's Empowerment ETF 9.8 75 -25 6.4 +2.5
SPXT ProShares S&P 500 Ex-Technology ETF 9.8 27 23 6.5 +2.6
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 9.7 17 33 6.6 +2.8
MRND IQ U.S. Mid Cap R&D Leaders ETF 9.6 16 34 2.6 -1.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 9.6 29 21 6.0 +2.1
LVOL American Century Low Volatility ETF 9.6 29 21 5.8 +1.9
SDGA Impact Shares Sustainable Development Goals Global ETF 9.6 75 -25 7.2 +3.4
VTV Vanguard Value Index Fund 9.6 4 46 7.7 +3.8
WRND IQ Global Equity R&D Leaders ETF 9.5 18 32 8.7 +4.8
VSLU Applied Finance Valuation Large Cap ETF 9.5 49 1 7.7 +3.9
SIXH 6 Meridian Hedged Equity-Index Option Strategy ETF 9.4 87 -37 7.2 +3.3
SPMV Invesco S&P 500 Minimum Variance ETF 9.4 10 40 6.4 +2.5
BKUS BNY Mellon Sustainable US Equity ETF 9.4 60 -10 5.7 +1.8
DIVZ TrueShares Low Volatility Equity Income ETF 9.2 65 -15 10.3 +6.4
SAGP Strategas Global Policy Opportunities ETF 9.1 65 -15 7.7 +3.8
FLQL Franklin LibertyQ U.S. Equity ETF 9.1 15 35 8.0 +4.1
EGIS 2nd Vote Society Defended ETF 9.0 75 -25 7.4 +3.5
FCPI Fidelity Stocks for Inflation ETF 9.0 29 21 9.1 +5.2
PSYK PSYK ETF 9.0 75 -25 -159.0 -162.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 8.9 70 -20 5.6 +1.7
AVDG AVDR US LargeCap ESG ETF 8.9 60 -10 0.0 -3.9
DLN WisdomTree U.S. LargeCap Dividend Fund 8.9 28 22 7.2 +3.3
SPMO Invesco S&P 500 Momentum ETF 8.8 13 37 6.1 +2.2
HLAL Wahed FTSE USA Shariah ETF 8.7 50 0 6.1 +2.2
DUHP Dimensional US High Profitability ETF 8.7 22 28 8.2 +4.4
QDF FlexShares Quality Dividend Index Fund 8.6 37 13 8.1 +4.2
ESG FlexShares STOXX US ESG Impact Index Fund 8.5 32 18 6.3 +2.5
FMIL Fidelity New Millennium ETF 8.5 59 -9 6.8 +2.9
RPG Invesco S&P 500 Pure Growth ETF 8.4 35 15 7.6 +3.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 8.4 10 40 6.8 +2.9
XDNA Strategic CRISPR & Gene Editing Technology ETF 8.4 78 -28 -2.9 -6.8
XT iShares Exponential Technologies ETF 8.4 46 4 4.3 +0.4
ANEW ProShares MSCI Transformational Changes ETF 8.3 45 5 5.2 +1.3
CCOR Core Alternative ETF 8.3 107 -57 5.5 +1.6
SXQG 6 Meridian Quality Growth ETF 8.3 100 -50 5.7 +1.8
OUSA ALPS O'Shares U.S. Quality Dividend ETF 8.2 48 2 7.3 +3.5
QUAL iShares MSCI Usa Quality Factor ETF 8.2 15 35 7.6 +3.7
COWZ Pacer US Cash Cows 100 ETF 8.2 49 1 11.6 +7.7
NZRO Strategy Shares Halt Climate Change ETF 8.2 95 -45 1.9 -2.0
ZECP Zacks Earnings Consistent Portfolio ETF 8.2 55 -5 6.4 +2.5
PSET Principal Price Setters Index ETF 8.2 15 35 6.8 +3.0
BTEC Principal Healthcare Innovators Index ETF 8.1 42 8 -5.1 -8.9
UVDV UVA Dividend Value ETF 8.1 80 -30 7.4 +3.5
DGRW WisdomTree U.S. Quality Dividend Growth Fund 8.1 28 22 7.2 +3.3
HEET Hartford Schroders ESG US Equity ETF 8.1 39 11 7.4 +3.6
MMTM SPDR S&P 1500 Momentum Tilt ETF 8.1 12 38 6.4 +2.5
DGRO iShares Core Dividend Growth ETF 8.0 8 42 7.7 +3.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 7.9 49 1 6.0 +2.1
FLV American Century Focused Large Cap Value ETF 7.9 42 8 7.1 +3.3
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 7.9 49 1 6.7 +2.8
DTD WisdomTree U.S.Total Dividend Fund 7.8 28 22 7.4 +3.5
VFMV Vanguard U.S. Minimum Volatility ETF 7.8 13 37 6.7 +2.8
HELX Franklin Genomic Advancements ETF 7.8 50 0 1.1 -2.7
ILCV iShares Morningstar Value ETF 7.8 4 46 7.6 +3.7
DHS WisdomTree U.S. High Dividend Fund 7.8 38 12 8.3 +4.4
SPXN ProShares S&P 500 Ex-Financials ETF 7.8 27 23 6.3 +2.4
RAFE PIMCO RAFI ESG U.S. ETF 7.8 29 21 8.8 +4.9
FQAL Fidelity Quality Factor ETF 7.7 29 21 7.5 +3.6
IWX iShares Russell Top 200 Value ETF 7.7 20 30 7.5 +3.6
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 7.6 50 0 3.7 -0.2
JQUA JPMorgan U.S. Quality Factor ETF 7.6 12 38 7.0 +3.1
SUSL iShares ESG MSCI USA Leaders ETF 7.6 10 40 6.5 +2.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 7.5 10 40 6.4 +2.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 7.5 18 32 6.4 +2.5
MBCC Monarch Blue Chips Core ETF 7.5 125 -75 4.2 +0.3
XLG Invesco S&P 500 Top 50 ETF 7.5 20 30 6.0 +2.2
CGGO Capital Group Global Growth Equity ETF 7.4 47 3 4.7 +0.8
FDLO Fidelity Low Volatility Factor ETF 7.4 29 21 6.1 +2.2
TTAC TrimTabs US Free Cash Flow Quality ETF 7.4 59 -9 7.1 +3.2
ACWV iShares MSCI Global Min Vol Factor ETF 7.4 20 30 6.9 +3.0
MOAT VanEck Morningstar Wide Moat ETF 7.4 47 3 6.6 +2.8
IQDG WisdomTree International Quality Dividend Growth Fund 7.4 42 8 7.4 +3.6
XOUT GraniteShares XOUT U.S. Large Cap ETF 7.4 60 -10 6.0 +2.1
SDEP SFP Core Equity Strategy 7.4 0 50 7.7 +3.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 7.3 10 40 6.0 +2.2
USMV iShares Edge MSCI Min Vol USA ETF 7.3 15 35 6.2 +2.3
SCHV Schwab U.S. Large-Cap Value ETF 7.2 4 46 7.4 +3.6
DJD Invesco Dow Jones Industrial Average Dividend ETF 7.2 7 43 9.8 +5.9
DJIA Global X Dow 30 Covered Call ETF 7.2 60 -10 7.2 +3.3
DIA SPDR Dow Jones Industrial Average ETF Trust 7.2 16 34 6.6 +2.8
DSTL Distillate US Fundamental Stability & Value ETF 7.2 39 11 8.0 +4.1
JEPI JPMorgan Equity Premium Income ETF 7.2 35 15 5.8 +1.9
SPXE ProShares S&P 500 Ex-Energy ETF 7.1 27 23 6.4 +2.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 7.1 7 43 6.3 +2.5
EDOW First Trust Dow 30 Equal Weight ETF 7.0 50 0 7.2 +3.3
QUS SPDR MSCI USA StrategicFactors ETF 7.0 15 35 6.9 +3.0
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 7.0 58 -8 7.5 +3.7
VOOV Vanguard S&P 500 Value ETF 7.0 10 40 7.0 +3.1
IVE iShares S&P 500 Value ETF 7.0 18 32 6.9 +3.1
SPYV SPDR Portfolio S&P 500 Value ETF 6.9 4 46 7.1 +3.2
PZLD Puzzle Divdend Leaders 6.9 10 40 7.2 +3.4
RNDV US Equity Dividend Select ETF 6.9 50 0 9.3 +5.4
FDHT Fidelity Digital Health ETF 6.9 39 11 0.2 -3.6
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 6.9 57 -7 6.0 +2.1
FLRG Fidelity U.S. Multifactor ETF 6.8 29 21 8.2 +4.3
EQUL IQ Engender Equality ETF 6.8 45 5 7.5 +3.7
IDNA iShares Genomics Immunology & Healthcare ETF 6.8 47 3 -4.5 -8.4
VDNI V-Shares US Leadership Diversity ETF 6.8 29 21 6.8 +3.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 6.8 14 36 6.4 +2.6
ROUS Hartford Multifactor US Equity ETF 6.7 19 31 8.1 +4.2
IUSV iShares Core S&P U.S. Value ETF 6.7 4 46 7.1 +3.3
FPX First Trust US IPO Index Fund 6.7 57 -7 1.8 -2.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 6.7 10 40 6.1 +2.2
OEF iShares S&P 100 ETF 6.7 20 30 6.3 +2.4
NULV Nuveen ESG Large-Cap Value ETF 6.7 25 25 7.9 +4.1
MMLG First Trust Multi-Manager Large Growth ETF 6.7 85 -35 3.3 -0.6
SDOG ALPS Sector Dividend Dogs ETF 6.6 40 10 9.8 +5.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 6.6 35 15 6.1 +2.3
GBLO Global Beta Low Beta ETF 6.6 29 21 0.0 -3.9
BOUT Innovator IBD Breakout Opportunities ETF 6.6 80 -30 6.8 +2.9
VIRS Pacer BioThreat Strategy ETF 6.6 70 -20 7.3 +3.4
FLLV Franklin Liberty U.S. Low Volatility ETF 6.6 29 21 6.4 +2.5
EQWL Invesco Russell Top 200 Equal Weight ETF 6.6 25 25 7.4 +3.6
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 6.5 20 30 7.1 +3.3
SPLV Invesco S&P 500 Low Volatility ETF 6.5 25 25 6.1 +2.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 6.5 25 25 6.3 +2.4
TMFE Motley Fool Capital Efficiency 100 Index ETF 6.5 50 0 6.7 +2.8
VIG Vanguard Dividend Appreciation Index Fund 6.5 6 44 6.5 +2.7
IWL iShares Russell Top 200 ETF 6.4 15 35 6.3 +2.4
DEIF Sterling Capital Diverse Multi-Manager Active ETF 6.4 65 -15 7.1 +3.2
MGC Vanguard Mega Cap Index Fund 6.3 7 43 6.3 +2.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 6.3 35 15 9.7 +5.8
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 6.3 15 35 6.5 +2.6
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 6.3 12 38 6.3 +2.4
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 6.3 65 -15 -0.3 -4.1
PFM Invesco Dividend Achievers ETF 6.3 53 -3 6.4 +2.5
VALQ American Century STOXX U.S. Quality Value ETF 6.3 29 21 10.3 +6.5
FDMO Fidelity Momentum Factor ETF 6.3 29 21 6.4 +2.5
QDYN FlexShares Quality Dividend Dynamic Index Fund 6.2 37 13 8.9 +5.0
JMIN JPMorgan U.S. Minimum Volatility ETF 6.2 12 38 0.0 -3.9
JCTR JPMorgan Carbon Transition U.S. Equity ETF 6.2 15 35 6.1 +2.3
BKLC BNY Mellon US Large Cap Core Equity ETF 6.2 0 50 6.4 +2.5
IWD iShares Russell 1000 Value ETF 6.2 18 32 7.4 +3.5
FVAL Fidelity Value Factor ETF 6.2 29 21 9.9 +6.1
VONV Vanguard Russell 1000 Value Index Fund 6.2 8 42 7.5 +3.6
XYLD Global X S&P 500 Covered Call ETF 6.2 60 -10 6.1 +2.2
QLC FlexShares US Quality Large Cap Index Fund 6.2 25 25 7.2 +3.4
PBP Invesco S&P 500 BuyWrite ETF 6.2 49 1 6.2 +2.3
RESP WisdomTree US ESG Fund of Benef Interest 6.2 28 22 7.6 +3.7
QVML Invesco S&P 500 QVM Multi-factor ETF 6.1 11 39 6.7 +2.8
NUDM Nuveen ESG International Developed Markets Equity ETF 6.1 30 20 7.5 +3.6
XRMI Global X S&P 500 Risk Managed Income ETF 6.1 60 -10 6.2 +2.3
RFDI First Trust Riverfront Dynamic Developed International ETF 6.1 83 -33 11.1 +7.2
QWLD SPDR MSCI World StrategicFactors ETF 6.1 30 20 7.0 +3.2
LYFE 2nd Vote Life Neutral Plus ETF 6.1 75 -25 8.4 +4.5
RFEU First Trust Riverfront Dynamic Europe ETF 6.0 83 -33 7.7 +3.9
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 6.0 20 30 6.4 +2.5
RFDA RiverFront Dynamic US Dividend Advantage ETF 6.0 52 -2 7.9 +4.1
HLGE Hartford Longevity Economy ETF 6.0 44 6 8.6 +4.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 6.0 29 21 7.6 +3.7
EDEN iShares MSCI Denmark Capped ETF 5.9 53 -3 5.2 +1.3
ESGG FlexShares STOXX Global ESG Impact Index Fund 5.9 42 8 6.7 +2.8
XYLG Global X S&P 500 Covered Call & Growth ETF 5.9 60 -10 6.1 +2.2
CGDV Capital Group Dividend Value ETF 5.9 33 17 6.9 +3.0
NACP Impact Shares NAACP Minority Empowerment ETF 5.8 49 1 6.3 +2.5
VV Vanguard Large-Cap Index Fund 5.8 4 46 6.4 +2.5
VOTE Engine No. 1 Transform 500 ETF 5.8 5 45 6.4 +2.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 5.8 20 30 6.2 +2.3
XVOL Acruence Active Hedge U.S. Equity ETF 5.8 83 -33 5.9 +2.0
IVV iShares Core S&P 500 ETF 5.8 3 47 6.5 +2.6
SPY SPDR S&P 500 ETF Trust 5.8 9 41 6.5 +2.6
SPLG SPDR Portfolio S&P 500 ETF 5.7 3 47 6.5 +2.7
HVAL ALPS Hillman Active Value ETF 5.7 55 -5 8.0 +4.1
VOO VANGUARD S&P 500 ETF 5.7 3 47 6.5 +2.6
FBCV Fidelity Blue Chip Value ETF 5.7 59 -9 7.2 +3.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 5.7 2 48 6.4 +2.5
XTR Global X S&P 500 Tail Risk ETF 5.7 60 -10 6.3 +2.4
XCLR Global X S&P 500 Collar 95-110 ETF 5.7 60 -10 6.1 +2.2
AVLV Avantis U.S. Large Cap Value ETF 5.7 15 35 8.8 +4.9
DIVB iShares U.S. Dividend & Buyback ETF 5.7 5 45 8.1 +4.2
PBUS Invesco PureBeta MSCI USA ETF 5.7 4 46 6.4 +2.5
LRGE ClearBridge Large Cap Growth ESG ETF 5.7 59 -9 4.4 +0.5
RECS Columbia Research Enhanced Core ETF 5.6 15 35 7.3 +3.4
IVLC Invesco US Large Cap Core ESG ETF 5.6 48 2 6.1 +2.2
DEF Invesco Defensive Equity ETF 5.6 55 -5 6.1 +2.3
QGRO American Century STOXX U.S. Quality Growth ETF 5.6 29 21 5.7 +1.8
LRGF iShares Edge MSCI Multifactor USA ETF 5.6 8 42 7.3 +3.5
ILCB iShares Morningstar U.S. Equity ETF 5.6 3 47 6.4 +2.5
SCHX Schwab U.S. Large-Cap ETF 5.6 3 47 6.3 +2.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.6 20 30 7.6 +3.7
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 5.5 15 35 7.7 +3.8
EPS WisdomTree U.S. Earnings 500 Fund 5.5 8 42 7.8 +4.0
IWB iShares Russell 1000 ETF 5.5 15 35 6.2 +2.4
VONE Vanguard Russell 1000 ETF 5.5 8 42 6.3 +2.4
JIG JPMorgan International Growth ETF 5.5 55 -5 4.7 +0.8
IYY iShares Dow Jones U.S. ETF 5.5 20 30 6.2 +2.3
CGGR Capital Group Growth ETF 5.5 39 11 5.0 +1.1
SCHK Schwab 1000 Index ETF 5.5 5 45 6.3 +2.5
DFUS Dimensional U.S. Equity ETF 5.4 11 39 6.4 +2.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 5.4 9 41 7.0 +3.2
AHOY Newday Ocean Health ETF 5.4 75 -25 5.9 +2.0
ACVF American Conservative Values ETF 5.4 75 -25 5.6 +1.7
SPTM SPDR Portfolio Total Stock Market ETF 5.4 3 47 6.6 +2.8
SFY SoFi Select 500 ETF 5.4 0 50 6.5 +2.6
SDEI Sound Equity Income ETF 5.4 45 5 10.2 +6.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 5.4 11 39 6.3 +2.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 5.4 38 12 7.1 +3.2
WKLY SoFi Weekly Dividend ETF 5.4 49 1 8.3 +4.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 5.4 30 20 6.3 +2.5
KONG Formidable Fortress ETF 5.4 89 -39 6.0 +2.1
ESGU iShares MSCI USA ESG Optimized ETF 5.4 15 35 6.3 +2.5
VIGI Vanguard International Dividend Appreciation ETF 5.4 15 35 6.2 +2.3
GSPY Gotham Enhanced 500 ETF 5.3 50 0 7.0 +3.2
VTI Vanguard Total Stock Market Index Fund 5.3 3 47 6.1 +2.2
IWV iShares Russell 3000 ETF 5.3 20 30 6.0 +2.2
VTHR Vanguard Russell 3000 Index Fund 5.3 10 40 6.1 +2.2
SCHB Schwab U.S. Broad Market ETF 5.3 3 47 6.2 +2.4
STLV iShares Factors US Value Style ETF 5.3 25 25 9.7 +5.8
EFIV SPDR S&P 500 ESG ETF 5.3 10 40 6.6 +2.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 5.3 3 47 6.1 +2.2
EUDG WisdomTree Europe Quality Dividend Growth Fund 5.2 58 -8 6.7 +2.8
KRMA Global X Conscious Companies ETF 5.2 43 7 6.6 +2.7
SNPE Xtrackers S&P 500 ESG ETF 5.2 10 40 6.6 +2.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 5.2 12 38 6.5 +2.6
PY Principal Shareholder Yield Index ETF 5.2 15 35 7.5 +3.7
VFQY Vanguard U.S. Quality Factor ETF 5.2 13 37 8.5 +4.7
USXF iShares ESG Advanced MSCI USA ETF 5.2 10 40 6.4 +2.5
REZ iShares Residential Real Estate Capped ETF 5.1 48 2 5.7 +1.8
CACG ClearBridge All Cap Growth ETF 5.1 53 -3 4.6 +0.7
ESGV Vanguard ESG U.S. Stock ETF 5.1 9 41 6.4 +2.5
ACIO Aptus Collared Income Opportunity ETF 5.1 79 -29 5.7 +1.8
EFG iShares MSCI EAFE Growth ETF 5.1 35 15 4.9 +1.0
VFMF Vanguard U.S. Multifactor ETF 5.1 18 32 9.5 +5.6
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 5.1 42 8 6.1 +2.3
UMMA Wahed Dow Jones Islamic World ETF 5.1 65 -15 5.7 +1.8
VFMO Vanguard U.S. Momentum Factor ETF 5.0 13 37 3.9 -0.0
FUNL CornerCap Fundametrics Large-Cap ETF 5.0 50 0 8.3 +4.4
EFAD ProShares MSCI EAFE Dividend Growers ETF 5.0 51 -1 5.6 +1.7
SIXL 6 Meridian Low Beta Equity Strategy ETF 5.0 82 -32 6.2 +2.4
NTZG Nuveen Global Net Zero Transition ETF 5.0 55 -5 5.7 +1.8
TMFC Motley Fool 100 Index ETF 5.0 50 0 5.4 +1.5
IWY iShares Russell Top 200 Growth ETF 5.0 20 30 6.1 +2.3
NULC Nuveen ESG Large-Cap ETF 5.0 20 30 6.2 +2.3
AVUS Avantis U.S. Equity ETF 5.0 15 35 7.2 +3.3
XVV iShares ESG Screened S&P 500 ETF 4.9 8 42 6.5 +2.7
DFAU Dimensional US Core Equity Market ETF 4.9 12 38 6.5 +2.7
STLG iShares Factors US Growth Style ETF 4.9 25 25 8.5 +4.7
KOKU Xtrackers MSCI Kokusai Equity ETF 4.9 9 41 6.8 +2.9
GDIV Harbor Dividend Growth Leaders ETF 4.9 50 0 6.7 +2.8
USMF WisdomTree U.S. Multifactor Fund 4.9 28 22 8.2 +4.4
TOK iShares MSCI Kokusai ETF 4.9 25 25 6.5 +2.7
GERM ETFMG Treatments Testing and Advancements ETF 4.9 68 -18 -8.0 -11.9
IWF iShares Russell 1000 Growth ETF 4.8 18 32 5.9 +2.0
FRI First Trust S&P REIT Index Fund 4.8 50 0 6.5 +2.6
VONG Vanguard Russell 1000 Growth Index Fund 4.8 8 42 5.9 +2.1
USRT iShares Core U.S. REIT ETF 4.8 8 42 6.9 +3.0
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 4.8 11 39 6.9 +3.0
TMFX Motley Fool Next Index ETF 4.7 50 0 3.9 +0.1
FDVV Fidelity Core Dividend ETF 4.7 29 21 7.4 +3.5
IDHQ Invesco S&P International Developed Quality ETF 4.7 29 21 7.3 +3.4
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.7 35 15 6.3 +2.5
URTH iShares MSCI World ETF 4.7 24 26 6.6 +2.8
REET iShares Global REIT ETF 4.7 14 36 6.5 +2.6
EUDV ProShares MSCI Europe Dividend Growers ETF 4.7 56 -6 5.8 +2.0
PRF Invesco FTSE RAFI US 1000 ETF 4.7 39 11 7.7 +3.8
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 4.7 14 36 6.7 +2.8
JVAL JPMorgan U.S. Value Factor ETF 4.6 12 38 9.4 +5.5
SCHH Schwab U.S. REIT ETF 4.6 7 43 6.7 +2.8
IUSA Amberwave Invest USA JSG Fund 4.6 67 -17 6.6 +2.8
CFA VictoryShares US 500 Volatility Weighted Index ETF 4.6 35 15 7.0 +3.2
ITAN Sparkline Intangible Value ETF 4.6 50 0 7.9 +4.1
VLUE iShares MSCI USA Value Factor ETF 4.6 15 35 12.6 +8.7
ZIG The Acquirers Fund 4.6 89 -39 17.7 +13.8
FLSW Franklin FTSE Switzerland ETF 4.6 9 41 5.7 +1.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 4.6 60 -10 5.4 +1.5
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 4.6 75 -25 5.9 +2.0
FREL Fidelity MSCI Real Estate Index ETF 4.6 84 -34 5.9 +2.0
DEW WisdomTree Global High Dividend Fund 4.6 58 -8 9.8 +5.9
DMXF iShares ESG Advanced MSCI EAFE ETF 4.6 12 38 6.9 +3.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 4.6 65 -15 5.4 +1.5
RWO SPDR Dow Jones Global Real Estate ETF 4.6 50 0 6.1 +2.3
FTHI First Trust High Income ETF 4.6 85 -35 4.7 +0.9
ICAP InfraCap Equity Income Fund ETF 4.6 80 -30 9.6 +5.7
FTC First Trust Large Cap Growth AlphaDEX Fund 4.5 59 -9 5.0 +1.2
KOCG FIS Knights of Columbus Global Belief ETF 4.5 75 -25 8.0 +4.1
IUS Invesco Strategic US ETF 4.5 19 31 7.8 +3.9
DFAR Dimensional US Real Estate ETF 4.5 19 31 6.5 +2.6
PTH Invesco DWA Healthcare Momentum ETF 4.5 60 -10 -0.9 -4.8
RWR SPDR Dow Jones REIT ETF 4.5 25 25 6.7 +2.8
ADME Aptus Drawdown Managed Equity ETF 4.5 79 -29 5.4 +1.5
IYR iShares U.S. Real Estate ETF 4.5 39 11 6.5 +2.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.5 18 32 8.3 +4.5
JHML John Hancock Multifactor Large Cap ETF 4.5 29 21 6.7 +2.8
AFLG First Trust Active Factor Large Cap ETF 4.5 55 -5 7.4 +3.5
SHE SPDR SSGA Gender Diversity Index ETF 4.5 20 30 6.6 +2.8
ROOF IQ US Real Estate Small Cap ETF 4.5 60 -10 5.0 +1.1
NUDV Nuveen ESG Dividend ETF 4.4 25 25 7.6 +3.7
VOOG Vanguard S&P 500 Growth ETF 4.4 10 40 6.4 +2.5
FNDX Schwab Fundamental U.S. Large Co. Index ETF 4.4 25 25 7.8 +3.9
IVW iShares S&P 500 Growth ETF 4.4 18 32 6.3 +2.4
SPYG SPDR Portfolio S&P 500 Growth ETF 4.4 4 46 6.4 +2.6
DSI iShares MSCI KLD 400 Social ETF 4.4 25 25 6.5 +2.6
DFAC Dimensional U.S. Core Equity 2 ETF 4.4 19 31 7.0 +3.1
JMOM JPMorgan U.S. Momentum Factor ETF 4.4 12 38 6.5 +2.6
FDG American Century Focused Dynamic Growth ETF 4.4 45 5 3.4 -0.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 4.4 20 30 6.9 +3.1
HAUS Home Appreciation U.S. REIT ETF 4.3 60 -10 5.5 +1.6
ENTR Entrepreneur 30 Fund 4.3 49 1 3.5 -0.4
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 4.3 25 25 6.7 +2.8
IUSG iShares Core S&P US Growth ETF 4.3 4 46 6.5 +2.6
ACWI iShares MSCI ACWI ETF 4.3 32 18 6.7 +2.9
EFAV iShares Edge MSCI Min Vol EAFE ETF 4.3 20 30 5.8 +2.0
DTEC ALPS Disruptive Technologies ETF 4.2 50 0 4.4 +0.6
FNDB Schwab Fundamental U.S. Broad Market Index ETF 4.2 25 25 7.7 +3.8
FEVR Inspire Faithward Large Cap Momentum ESG ETF 4.2 80 -30 6.0 +2.1
TECB iShares US Tech Breakthrough Multisector ETF 4.2 40 10 6.4 +2.6
CVAR Cultivar ETF 4.2 87 -37 8.3 +4.4
TTAI TrimTabs All Cap International Free-Cash-Flow ETF 4.2 61 -11 8.8 +5.0
QEFA SPDR MSCI EAFE Quality Mix ETF 4.2 30 20 6.8 +3.0
VNQ Vanguard REIT Index Fund 4.2 12 38 6.7 +2.8
RESD WisdomTree International ESG Fund 4.2 30 20 7.1 +3.2
EUSA iShares MSCI USA Equal Weighted ETF 4.1 9 41 6.4 +2.5
CATH Global X S&P 500 Catholic Values Custom ETF 4.1 29 21 6.2 +2.4
PZLG Puzzle Mature Growth 4.1 10 40 6.1 +2.2
SMDY Syntax Stratified MidCap ETF 4.1 35 15 7.5 +3.6
PWB Invesco Dynamic Large Cap Growth ETF 4.1 56 -6 4.4 +0.5
AADR AdvisorShares Dorsey Wright ADR ETF 4.1 110 -60 6.8 +2.9
VOT Vanguard Mid-Cap Growth Index Fund 4.1 7 43 4.8 +0.9
KVLE KFA Value Liner Dynamic Core Equity Index ETF 4.1 55 -5 6.6 +2.7
JDIV JPMorgan U.S. Dividend ETF 4.1 12 38 0.0 -3.9
IQM Franklin Intelligent Machines ETF 4.1 50 0 3.9 +0.0
AVRE Avantis Real Estate ETF 4.1 17 33 6.3 +2.4
IWP iShares Russell Mid-Cap Growth ETF 4.1 23 27 4.9 +1.0
IMFL Invesco International Developed Dynamic Multifactor ETF 4.0 34 16 7.4 +3.5
IMTM iShares Edge MSCI Intl Momentum Factor ETF 4.0 30 20 7.4 +3.5
IQLT iShares Edge MSCI Intl Quality Factor ETF 4.0 30 20 7.4 +3.5
VT Vanguard Total World Stock ETF 4.0 7 43 6.8 +2.9
IOO iShares Global 100 ETF 4.0 40 10 6.8 +2.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.0 9 41 6.7 +2.8
RSP Invesco S&P 500 Equal Weight ETF 4.0 20 30 6.9 +3.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.9 25 25 7.1 +3.3
PPTY PPTY-U.S. Diversified Real Estate ETF 3.9 49 1 6.6 +2.7
SIZE iShares MSCI USA Size Factor ETF 3.9 15 35 6.2 +2.3
HAPY Harbor Corporate Culture Leaders ETF 3.9 36 14 3.2 -0.7
VLU SPDR S&P 1500 Value Tilt ETF 3.9 12 38 8.3 +4.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 3.9 19 31 7.4 +3.5
SCHD Schwab U.S. Dividend Equity ETF 3.9 6 44 8.9 +5.0
MEME Roundhill MEME ETF 3.9 69 -19 -4.0 -7.9
TPLC Timothy Plan US Large Cap Core ETF 3.8 52 -2 6.3 +2.4
IDMO Invesco S&P International Developed Momentum ETF 3.8 25 25 7.9 +4.0
RNLC Large Cap US Equity Select ETF 3.8 60 -10 7.3 +3.5
FDEV Fidelity Targeted International Factor ETF 3.8 39 11 7.2 +3.3
EWL iShares MSCI Switzerland ETF 3.8 50 0 4.9 +1.0
QYLD Global X NASDAQ 100 Covered Call ETF 3.8 60 -10 5.9 +2.0
SPGP Invesco S&P 500 GARP ETF 3.7 36 14 9.3 +5.4
BUL Pacer US Cash Cows Growth ETF 3.7 60 -10 10.0 +6.1
QRMI Global X NASDAQ 100 Risk Managed Income ETF 3.7 60 -10 6.0 +2.2
SUSA iShares MSCI USA ESG Select ETF 3.7 25 25 6.1 +2.2
NUSI Nationwide Risk-Managed Income ETF 3.7 68 -18 5.9 +2.1
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 3.7 25 25 7.2 +3.4
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 3.7 35 15 7.9 +4.1
VFLQ Vanguard U.S. Liquidity Factor ETF 3.6 13 37 4.6 +0.7
RFFC RiverFront Dynamic US Flex-Cap ETF 3.6 52 -2 6.3 +2.5
VBK Vanguard Small-Cap Growth Index Fund 3.6 7 43 1.5 -2.4
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 3.6 60 -10 5.9 +2.0
CGUS Capital Group Core Equity ETF 3.6 33 17 6.5 +2.7
QDIV Global X S&P 500 Quality Dividend ETF 3.6 20 30 9.1 +5.2
DWEQ AdvisorShares Dorsey Wright Alpha Equal Weight ETF 3.6 96 -46 3.6 -0.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 3.6 9 41 6.4 +2.6
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 3.6 39 11 6.6 +2.7
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 3.6 45 5 6.2 +2.4
QQQ Invesco QQQ Trust 3.5 20 30 6.3 +2.4
QQQM Invesco NASDAQ 100 ETF 3.5 15 35 6.7 +2.8
SCHG Schwab U.S. Large-Cap Growth ETF 3.5 40 10 5.0 +1.1
QQMG Invesco ESG NASDAQ 100 ETF 3.5 20 30 6.8 +3.0
QTR Global X NASDAQ 100 Tail Risk ETF 3.5 60 -10 6.0 +2.1
MAGA Point Bridge GOP Stock Tracker ETF 3.5 72 -22 6.3 +2.4
CEFA Global X S&P Catholic Values Developed ex-U.S. ETF 3.5 35 15 6.8 +2.9
ROCI ROC ETF 3.5 49 1 5.3 +1.5
QCLR Global X NASDAQ 100 Collar 95-110 ETF 3.5 60 -10 6.0 +2.1
BBEU JPMorgan BetaBuilders Europe ETF 3.5 9 41 7.2 +3.3
IEV iShares Europe ETF 3.4 58 -8 6.7 +2.8
IQSU IQ Candriam ESG US Equity ETF 3.4 9 41 6.1 +2.2
XHS SPDR S&P Health Care Services ETF 3.4 35 15 1.7 -2.2
DSTX Distillate International Fundamental Stability & Value ETF 3.4 55 -5 8.1 +4.2
DBEU Xtrackers MSCI Europe Hedged Equity ETF 3.4 46 4 7.1 +3.3
EWRE Invesco S&P 500 Equal Weight Real Estate ETF 3.4 40 10 6.6 +2.8
XLRE The Real Estate Select Sector SPDR Fund 3.4 10 40 6.2 +2.4
FPRO Fidelity Real Estate Investment ETF 3.4 59 -9 5.6 +1.7
JPRE JPMorgan Realty Income ETF 3.4 50 0 5.5 +1.6
FLEH Franklin FTSE Europe Hedged ETF 3.4 9 41 7.6 +3.7
EQOP Natixis U.S. Equity Opportunities ETF 3.4 85 -35 6.4 +2.5
QINT American Century Quality Diversified International ETF 3.4 39 11 8.4 +4.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 3.4 15 35 8.3 +4.5
DIVO Amplify YieldShares CWP Dividend & Option Income ETF 3.4 55 -5 6.8 +3.0
MKEM Meakem Value and Inflation Screen 3.4 10 40 5.9 +2.0
VNSE Natixis Vaughan Nelson Select ETF 3.4 80 -30 4.0 +0.1
QLVD FlexShares Developed Markets ex-US Quality Low Volatility Id 3.4 32 18 6.2 +2.4
IQSI IQ Candriam ESG International Equity ETF 3.3 15 35 6.9 +3.0
FLEE Franklin FTSE Europe ETF 3.3 9 41 7.3 +3.4
BFIT Global X Health & Wellness ETF 3.3 50 0 5.8 +1.9
SNSR Global X Internet of Things Thematic ETF 3.3 68 -18 4.7 +0.9
EDOC Global X Telemedicine & Digital Health ETF 3.3 68 -18 -3.6 -7.4
VO Vanguard Mid-Cap Index Fund 3.3 4 46 6.5 +2.6
IWO iShares Russell 2000 Growth ETF 3.3 23 27 2.1 -1.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.3 63 -13 3.6 -0.3
BOSS Global X Founder-Run Companies ETF 3.3 45 5 3.0 -0.9
VTWG Vanguard Russell 2000 Growth Index Fund 3.3 15 35 2.0 -1.8
OEUR ALPS O'shares Europe Quality Dividend ETF 3.3 48 2 7.0 +3.2
BKCI BNY Mellon Concentrated International ETF 3.3 80 -30 4.9 +1.0
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 3.3 35 15 9.9 +6.0
TMDV ProShares Russell US Dividend Growers ETF 3.3 36 14 6.0 +2.1
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 3.3 75 -25 3.4 -0.4
ESGD iShares MSCI EAFE ESG Optimized ETF 3.3 20 30 6.8 +2.9
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.3 15 35 4.5 +0.6
WTV WisdomTree US Value Fund 3.2 12 38 9.4 +5.5
DIHP Dimensional International High Profitability ETF 3.2 29 21 7.9 +4.0
SDY SPDR S&P Dividend ETF 3.2 35 15 6.5 +2.7
UGCE Uncommon Portfolio Design Core Equity ETF 3.2 65 -15 0.0 -3.9
GBDV Global Beta Smart Income ETF 3.2 29 21 0.0 -3.9
IEUR iShares Core MSCI Europe ETF 3.2 9 41 6.9 +3.1
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 3.2 20 30 9.6 +5.7
ECOZ TrueMark ESG Active Opportunities ETF 3.2 58 -8 5.3 +1.4
SSPY Syntax Stratified LargeCap ETF 3.1 30 20 7.2 +3.3
LVHD Legg Mason Low Volatility High Dividend ETF 3.1 27 23 8.0 +4.1
GVLU Gotham 1000 Value ETF 3.1 50 0 10.4 +6.5
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.1 39 11 11.3 +7.5
FDL First Trust Morningstar Dividend Leaders Index Fund 3.1 45 5 9.4 +5.6
XJH iShares ESG Screened S&P Mid-Cap ETF 3.1 12 38 7.7 +3.9
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 3.1 20 30 6.6 +2.8
REVS Columbia Research Enhanced Value ETF 3.0 19 31 9.1 +5.2
VGK Vanguard FTSE Europe ETF 3.0 8 42 7.0 +3.2
SAMT Strategas Macro Thematic Opportunities ETF 3.0 65 -15 3.7 -0.1
IMCG iShares Morningstar Mid-Cap Growth ETF 3.0 6 44 4.9 +1.0
SPEU SPDR Portfolio Europe ETF 3.0 9 41 6.8 +3.0
IWR iShares Russell Midcap ETF 3.0 18 32 6.3 +2.4
CWS AdvisorShares Focused Equity ETF 3.0 66 -16 5.6 +1.8
BIBL Inspire ETF 3.0 35 15 5.6 +1.7
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 3.0 20 30 7.4 +3.5
FSZ First Trust Switzerland AlphaDEX Fund 3.0 80 -30 5.3 +1.4
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.0 20 30 5.6 +1.7
ILCG iShares Morningstar Growth ETF 3.0 4 46 5.2 +1.3
CZA Invesco Zacks Mid-Cap ETF 3.0 69 -19 6.5 +2.7
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 3.0 21 29 4.7 +0.8
NUMG Nuveen ESG Mid-Cap Growth ETF 2.9 30 20 2.4 -1.5
IMCB iShares Morningstar Mid-Cap ETF 2.9 4 46 6.6 +2.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.9 4 46 6.6 +2.7
JIDA JPMorgan ActiveBuilders International Equity ETF 2.9 25 25 7.8 +3.9
YPS Arrow Reverse Cap 500 ETF 2.9 29 21 6.6 +2.7
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 2.9 35 15 7.2 +3.3
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 2.9 25 25 8.2 +4.3
AQGX AI Quality Growth ETF 2.9 97 -47 5.6 +1.8
FBCG Fidelity Blue Chip Growth ETF 2.9 59 -9 3.1 -0.8
HFXI IQ 50 Percent Hedged FTSE International ETF 2.9 20 30 7.4 +3.5
INNO Harbor Disruptive Innovation ETF 2.9 75 -25 -3.9 -7.7
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 2.8 30 20 8.2 +4.4
IMCV iShares Morningstar Mid-Cap Value ETF 2.8 6 44 8.3 +4.4
MDY SPDR S&P Midcap 400 ETF Trust 2.8 22 28 7.5 +3.6
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.8 39 11 4.9 +1.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.8 24 26 8.2 +4.3
EFA iShares MSCI EAFE ETF 2.8 32 18 6.8 +2.9
ARKG ARK Genomic Revolution ETF 2.8 75 -25 -3.7 -7.5
AFMC First Trust Active Factor Mid Cap ETF 2.8 65 -15 9.1 +5.3
JOET Virtus Terranova US Quality Momentum ETF 2.8 29 21 6.9 +3.0
IJH iShares Core S&P Mid-Cap ETF 2.8 5 45 7.7 +3.8
SPMD SPDR Portfolio Mid Cap ETF 2.8 5 45 7.7 +3.8
IVOO Vanguard S&P Mid-Cap 400 ETF 2.8 10 40 7.6 +3.7
ISCG iShares Morningstar Small-Cap Growth ETF 2.8 6 44 1.4 -2.5
MOTE VanEck Morningstar ESG Moat ETF 2.8 49 1 6.6 +2.7
FVD First Trust Value Line Dividend Index Fund 2.7 67 -17 6.3 +2.4
BKIE BNY Mellon International Equity ETF 2.7 4 46 7.5 +3.7
GSIE Goldman Sachs ActiveBeta International Equity ETF 2.7 25 25 7.8 +4.0
AILV Alpha Intelligent - Large Cap Value ETF 2.7 85 -35 6.6 +2.7
ABEQ Absolute Core Strategy ETF 2.7 85 -35 4.6 +0.7
TMFG Motley Fool Global Opportunities ETF 2.7 85 -35 4.6 +0.7
GSID Goldman Sachs MarketBeta International Equity ETF 2.7 20 30 7.1 +3.2
TPIF Timothy Plan International ETF 2.7 62 -12 6.8 +2.9
SPHQ Invesco S&P 500 Quality ETF 2.7 15 35 6.1 +2.2
RWL Invesco S&P 500 Revenue ETF 2.7 39 11 7.3 +3.4
KMED KraneShares Emerging Markets Healthcare Index ETF 2.7 81 -31 2.2 -1.7
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.7 60 -10 5.6 +1.7
SQEW LeaderShares Equity Skew ETF 2.7 75 -25 5.6 +1.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.6 75 -25 6.2 +2.4
VOE Vanguard Mid-Cap Value Index Fund 2.6 7 43 8.1 +4.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.6 15 35 7.8 +3.9
INTF iShares Edge MSCI Multifactor Intl ETF 2.6 15 35 8.3 +4.4
PSC Principal U.S. Small Cap Index ETF 2.6 38 12 7.7 +3.8
IUSS Invesco Strategic US Small Company ETF 2.6 23 27 6.8 +3.0
JHMD John Hancock Multifactor Developed International ETF 2.6 39 11 7.6 +3.8
IHF iShares U.S. Healthcare Providers ETF 2.6 39 11 6.1 +2.2
DFUV Dimensional US Marketwide Value ETF 2.6 23 27 8.5 +4.7
SCHM Schwab U.S. Mid-Cap ETF 2.6 4 46 6.3 +2.4
IQDF FlexShares International Quality Dividend Index Fund 2.6 47 3 10.6 +6.7
KLCD KFA Large Cap Quality Dividend Index ETF 2.6 40 10 6.6 +2.7
QQQN VictoryShares Nasdaq Next 50 ETF 2.6 18 32 6.7 +2.9
RODM Hartford Multifactor Developed Markets (ex-US) ETF 2.6 29 21 9.5 +5.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.6 15 35 8.2 +4.3
MDYV SPDR S&P 400 Mid Cap Value ETF 2.6 15 35 8.3 +4.4
IJJ iShares S&P Mid-Cap 400 Value ETF 2.6 18 32 8.2 +4.4
EQAL Invesco Russell 1000 Equal Weight ETF 2.5 20 30 6.7 +2.8
FSMD Fidelity Small-Mid Factor ETF 2.5 29 21 8.4 +4.6
JIRE JPMorgan International Research Enhanced Equity ETF 2.5 24 26 7.2 +3.3
PBDM Invesco PureBeta FTSE Developed ex-North America ETF 2.5 7 43 7.3 +3.4
LGLV SPDR Russell 1000 Low Volatility ETF 2.5 12 38 5.8 +1.9
GGRW Gabelli Growth Innovators ETF 2.5 90 -40 4.0 +0.1
JHSC John Hancock Multifactor Small Cap ETF 2.5 42 8 6.5 +2.7
YLDE ClearBridge Dividend Strategy ESG ETF 2.5 59 -9 6.3 +2.5
EWMC Invesco S&P MidCap 400 Equal Weight ETF 2.5 40 10 7.6 +3.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 2.5 15 35 14.0 +10.2
IEFA iShares Core MSCI EAFE ETF 2.5 7 43 6.9 +3.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 2.5 39 11 7.9 +4.0
ISMD Inspire Small/Mid Cap Impact ETF 2.5 48 2 6.6 +2.8
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 2.4 29 21 8.0 +4.2
IWS iShares Russell Mid-Cap Value ETF 2.4 23 27 7.2 +3.3
VXF Vanguard Extended Market Index Fund 2.4 6 44 3.8 -0.1
BLES Inspire Global Hope Large Cap ETF 2.4 49 1 6.6 +2.7
IWM iShares Russell 2000 ETF 2.4 19 31 4.1 +0.3
VSGX Vanguard ESG International Stock ETF 2.4 12 38 7.2 +3.3
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 2.4 35 15 7.2 +3.3
ALTL Pacer Lunt Large Cap Alternator ETF 2.4 60 -10 3.5 -0.4
SPHB Invesco S&P 500 High Beta ETF 2.4 25 25 3.8 -0.1
FYC First Trust Small Cap Growth AlphaDEX Fund 2.4 70 -20 1.9 -2.0
VTWO Vanguard Russell 2000 Index Fund 2.4 10 40 4.1 +0.3
GCOW Pacer Global High Dividend ETF 2.4 60 -10 12.4 +8.5
PSR Invesco Active U.S. Real Estate Fund 2.4 35 15 6.2 +2.4
FEX First Trust Large Cap Core AlphaDEX Fund 2.4 59 -9 7.5 +3.7
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.3 29 21 7.6 +3.7
KURE KraneShares MSCI All China Health Care Index ETF 2.3 65 -15 2.6 -1.3
CHIH Global X MSCI China Health Care ETF 2.3 65 -15 2.3 -1.5
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 2.3 30 20 9.4 +5.5
PXUS Principal International Adaptive Multi-Factor ETF 2.3 24 26 7.9 +4.1
RDMX SPDR Bloomberg SASB Developed Markets EX US ESG Select ETF 2.3 12 38 7.9 +4.0
EZM WisdomTree U.S. MidCap Earnings Fund 2.3 38 12 10.3 +6.5
CIL VictoryShares International Volatility Weighted Index ETF 2.3 45 5 7.3 +3.4
JSTC Adasina Social Justice All Cap Global ETF 2.3 89 -39 6.4 +2.5
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.3 15 35 7.1 +3.2
IJK iShares S&P Mid-Cap 400 Growth ETF 2.3 17 33 7.1 +3.2
SCHF Schwab International Equity ETF 2.3 6 44 7.5 +3.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.3 15 35 7.0 +3.1
HOMZ Hoya Capital Housing ETF 2.3 30 20 10.8 +6.9
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 2.2 20 30 5.8 +1.9
SPYD SPDR S&P 500 High Dividend ETF 2.2 7 43 11.0 +7.1
IDEV iShares Core MSCI International Developed Markets ETF 2.2 4 46 6.9 +3.1
VB Vanguard Small-Cap ETF 2.2 5 45 5.8 +1.9
CHNA Loncar China BioPharma ETF 2.2 79 -29 -0.3 -4.2
ICF iShares Cohen & Steers REIT ETF 2.2 32 18 6.0 +2.1
JRE Janus Henderson U.S. Real Estate ETF 2.2 65 -15 5.3 +1.4
RITA ETFB Green SRI REITs ETF 2.2 50 0 4.9 +1.1
FSST Fidelity Sustainability U.S. Equity ETF 2.2 59 -9 6.3 +2.4
DIV Global X SuperDividend US ETF 2.2 45 5 6.9 +3.0
BKSE BNY Mellon US Small Cap Core Equity ETF 2.2 4 46 5.9 +2.0
JPXN iShares JPX-Nikkei 400 ETF 2.2 48 2 7.7 +3.9
CLRG IQ Chaikin U.S. Large Cap ETF 2.2 25 25 6.6 +2.7
RNDM First Trust Developed International Equity Select ETF 2.2 65 -15 6.4 +2.6
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 2.2 17 33 5.6 +1.7
IBBJ Defiance Nasdaq Junior Biotechnology ETF 2.2 45 5 0.0 -3.9
EWJ iShares MSCI Japan ETF 2.1 50 0 7.0 +3.2
DGT SPDR Global Dow ETF 2.1 50 0 7.8 +3.9
CWI SPDR MSCI ACWI ex-US ETF 2.1 30 20 7.4 +3.5
RODE Hartford Multifactor Diversified International ETF 2.1 29 21 12.5 +8.6
SPDW SPDR Portfolio Developed World ex-US ETF 2.1 4 46 6.9 +3.0
PBSM Invesco PureBeta MSCI USA Small Cap ETF 2.1 6 44 5.6 +1.8
ESGN Columbia Sustainable International Equity Income ETF 2.1 45 5 7.9 +4.0
VEA Vanguard FTSE Developed Markets ETF 2.1 5 45 7.2 +3.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.1 24 26 8.5 +4.6
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 2.1 12 38 6.9 +3.0
JHMM John Hancock Multifactor Mid Cap ETF 2.1 41 9 7.5 +3.6
CGXU Capital Group International Focus Equity ETF 2.1 54 -4 4.5 +0.7
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 2.1 75 -25 4.6 +0.7
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.1 60 -10 4.5 +0.6
ISCB iShares Morningstar Small-Cap ETF 2.1 4 46 5.0 +1.2
ETHO Etho Climate Leadership U.S. ETF 2.0 47 3 4.7 +0.8
SCHA Schwab U.S. Small-Cap ETF 2.0 4 46 5.4 +1.5
MOTG VanEck Morningstar Global Wide Moat ETF 2.0 52 -2 6.9 +3.0
JPN Xtrackers Japan JPX-Nikkei 400 Equity ETF 2.0 9 41 0.0 -3.9
PSCH Invesco S&P SmallCap Health Care ETF 2.0 29 21 3.1 -0.8
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 2.0 25 25 7.9 +4.1
DOL WisdomTree International LargeCap Dividend Fund 2.0 48 2 8.3 +4.4
VUG Vanguard Growth Index Fund 2.0 4 46 5.6 +1.7
DFAI Dimensional International Core Equity Market ETF 2.0 18 32 6.8 +3.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.0 7 43 5.9 +2.0
RDVY First Trust Rising Dividend Achievers ETF 2.0 50 0 9.2 +5.4
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 2.0 108 -58 5.3 +1.5
PIZ Invesco DWA Developed Markets Momentum ETF 2.0 80 -30 5.4 +1.5
RYJ Invesco Raymond James SB-1 Equity ETF 2.0 81 -31 4.2 +0.3
KLDW Gavekal Knowledge Leaders Developed World ETF 2.0 75 -25 4.8 +1.0
DXJ WisdomTree Japan Hedged Equity Fund 2.0 48 2 10.5 +6.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.0 52 -2 5.9 +2.0
PEY Invesco High Yield Equity Dividend Achievers ETF 2.0 53 -3 8.7 +4.8
WWJD Inspire International ESG ETF 2.0 69 -19 6.8 +3.0
SBIO ALPS Medical Breakthroughs ETF 2.0 50 0 -0.5 -4.4
DBJP Xtrackers MSCI Japan Hedged Equity ETF 2.0 46 4 7.5 +3.7
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 2.0 41 9 7.6 +3.7
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 2.0 39 11 7.5 +3.7
BBJP JPMorgan BetaBuilders Japan ETF 1.9 19 31 7.2 +3.3
ACWX iShares MSCI ACWI ex U.S. ETF 1.9 32 18 7.5 +3.6
GURU Global X Guru Index ETF 1.9 75 -25 4.5 +0.6
FPXI First Trust International Equity Opportunities ETF 1.9 70 -20 0.8 -3.1
FICS First Trust International Developed Capital Strength ETF 1.9 70 -20 6.5 +2.7
JPIN JPMorgan Diversified Return International Equity ETF 1.8 37 13 8.8 +4.9
BTHM BlackRock Future U.S. Themes ETF 1.8 60 -10 6.5 +2.6
AFSM First Trust Active Factor Small Cap ETF 1.8 75 -25 8.2 +4.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.8 20 30 7.3 +3.4
CSML IQ Chaikin U.S. Small Cap ETF 1.8 35 15 5.9 +2.0
RYLD Global X Russell 2000 Covered Call ETF 1.8 60 -10 3.7 -0.2
NULG Nuveen ESG Large-Cap Growth ETF 1.8 25 25 5.3 +1.4
SPDV AAM S&P 500 High Dividend Value ETF 1.8 29 21 11.4 +7.5
IJS iShares S&P Small-cap 600 Value ETF 1.8 18 32 7.8 +4.0
SLYV SPDR S&P 600 Small Cap Value ETF 1.8 15 35 7.9 +4.0
FLJH Franklin FTSE Japan Hedged ETF 1.8 9 41 7.8 +3.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.8 15 35 7.8 +3.9
PQIN PGIM QMA Strategic Alpha International Equity ETF 1.8 29 21 8.3 +4.5
FPXE First Trust IPOX Europe Equity Opportunities ETF 1.8 70 -20 6.3 +2.4
NUSC Nuveen ESG Small-Cap ETF 1.8 30 20 5.9 +2.0
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 1.7 17 33 8.1 +4.2
VEU Vanguard FTSE All-World ex-US Index Fund 1.7 7 43 7.6 +3.7
VSDA VictoryShares Dividend Accelerator ETF 1.7 35 15 6.7 +2.8
IXUS ishares Core MSCI Total International Stock ETF 1.7 7 43 7.4 +3.5
XJR iShares ESG Screened S&P Small-Cap ETF 1.7 12 38 7.5 +3.6
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.7 55 -5 4.7 +0.8
XMMO Invesco S&P MidCap Momentum ETF 1.7 33 17 7.0 +3.1
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.7 60 -10 7.6 +3.7
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.7 30 20 9.3 +5.5
MOTI VanEck Morningstar International Moat ETF 1.6 57 -7 9.2 +5.3
IJR iShares Core S&P Small Cap ETF 1.6 6 44 7.8 +3.9
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.6 5 45 7.8 +3.9
SLY SPDR S&P 600 Small Cap ETF 1.6 15 35 7.7 +3.8
VIOO Vanguard S&P Small-Cap 600 ETF 1.6 10 40 7.7 +3.8
MGK Vanguard Mega Cap Growth ETF 1.6 7 43 5.8 +1.9
KBWY Invesco KBW Premium Yield Equity REIT ETF 1.6 35 15 11.9 +8.0
RIET Hoya Capital High Dividend Yield ETF 1.6 50 0 10.6 +6.8
RDOG ALPS REIT Dividend Dogs ETF 1.6 35 15 10.4 +6.6
FLJP Franklin FTSE Japan ETF 1.6 9 41 7.3 +3.4
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 1.6 40 10 8.5 +4.6
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.6 15 35 8.0 +4.1
SMLE Xtrackers S&P SmallCap 600 ESG ETF 1.6 15 35 8.1 +4.3
VXUS Vanguard Total International Stock ETF 1.6 7 43 7.4 +3.6
XDAT Franklin Exponential Data ETF 1.6 50 0 4.2 +0.4
ONEO SPDR Russell 1000 Momentum Focus ETF 1.6 20 30 8.5 +4.7
VFVA Vanguard U.S. Value Factor ETF 1.6 13 37 11.6 +7.7
FLDZ RiverNorth Volition America Patriot ETF 1.6 70 -20 5.6 +1.8
ESIX SPDR S&P SmallCap 600 ESG ETF 1.6 12 38 8.3 +4.4
AIEQ AI Powered Equity ETF 1.6 75 -25 2.9 -0.9
ACWF iShares MSCI Global Multifactor ETF 1.5 35 15 9.5 +5.6
PDEV Principal International Multi-Factor Core Index ETF 1.5 25 25 0.0 -3.9
DWM WisdomTree International Equity Fund 1.5 48 2 8.2 +4.3
ISZE iShares Edge MSCI Intl Size Factor ETF 1.5 30 20 6.4 +2.6
VUSE Vident Core US Equity Fund 1.5 50 0 10.5 +6.7
FNDA Schwab Fundamental U.S. Small Co. Index ETF 1.5 25 25 6.7 +2.8
DFAS Dimensional U.S. Small Cap ETF 1.5 28 22 6.8 +2.9
KOMP SPDR Kensho New Economies Composite ETF 1.5 20 30 0.8 -3.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.5 95 -45 2.6 -1.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.5 70 -20 2.4 -1.4
RNMC Mid Cap US Equity Select ETF 1.5 60 -10 8.9 +5.1
FYX First Trust Small Cap Core AlphaDEX Fund 1.5 61 -11 8.8 +4.9
NIFE Direxion Fallen Knives ETF 1.5 50 0 0.0 -3.9
IQDY FlexShares International Quality Dividend Dynamic Index Fund 1.4 47 3 9.9 +6.0
TPHD Timothy Plan High Dividend Stock ETF 1.4 52 -2 6.8 +2.9
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.4 80 -30 6.6 +2.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.4 9 41 4.8 +0.9
ISCV iShares Morningstar Small Cap Value ETF 1.4 6 44 8.2 +4.4
CVY Invesco Zacks Multi-Asset Income ETF 1.4 100 -50 10.4 +6.5
IWN iShares Russell 2000 Value ETF 1.4 23 27 6.1 +2.2
AILG Alpha Intelligent - Large Cap Growth ETF 1.4 85 -35 4.7 +0.9
IWC iShares Micro-Cap ETF 1.4 60 -10 -5.9 -9.8
VTWV Vanguard Russell 2000 Value Index Fund 1.4 15 35 6.1 +2.2
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 1.4 39 11 7.4 +3.5
IGRO iShares International Dividend Growth ETF 1.4 15 35 9.2 +5.4
SFYX Sofi Next 500 ETF 1.4 0 50 6.1 +2.3
FLKR Franklin FTSE South Korea ETF 1.4 9 41 9.5 +5.6
EWY iShares MSCI South Korea ETF 1.4 57 -7 8.7 +4.9
VPL Vanguard FTSE Pacific ETF 1.4 8 42 7.2 +3.3
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 1.4 40 10 7.4 +3.6
ECNS iShares MSCI China Small-Cap ETF 1.3 57 -7 10.8 +7.0
CGV Conductor Global Equity Value ETF 1.3 128 -78 9.5 +5.6
IVDG Invesco Focused Discovery Growth ETF 1.3 59 -9 4.5 +0.6
IPAC iShares Core MSCI Pacific ETF 1.3 9 41 6.7 +2.9
EWK iShares MSCI Belgium Capped ETF 1.3 50 0 7.2 +3.3
FDWM Fidelity Women's Leadership ETF 1.3 59 -9 6.3 +2.4
CIZ VictoryShares Developed Enhanced Volatility Weighted Index E 1.3 45 5 7.7 +3.8
BLDG Cambria Global Real Estate ETF 1.3 59 -9 8.3 +4.5
MSGR Direxion mRNA ETF 1.3 65 -15 -2.4 -6.3
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 1.3 19 31 8.2 +4.3
FNX First Trust Mid Cap Core AlphaDEX Fund 1.2 59 -9 8.2 +4.3
IJT iShares S&P Small-Cap 600 Growth ETF 1.2 18 32 7.8 +3.9
SLYG SPDR S&P 600 Small Cap Growth ETF 1.2 15 35 7.8 +4.0
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.2 15 35 7.8 +3.9
AVDE Avantis International Equity ETF 1.2 23 27 8.2 +4.4
VBR Vanguard Small Cap Value Index Fund 1.2 7 43 8.4 +4.5
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.2 20 30 8.0 +4.2
GQRE FlexShares Global Quality Real Estate Index Fund 1.2 45 5 6.7 +2.8
AVSC Avantis U.S Small Cap Equity ETF 1.2 25 25 5.2 +1.4
NUMV Nuveen ESG Mid-Cap Value ETF 1.2 30 20 8.6 +4.8
UIVM VictoryShares USAA MSCI International Value Momentum ETF 1.2 35 15 9.6 +5.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.2 65 -15 3.1 -0.8
DFIC Dimensional International Core Equity 2 ETF 1.2 23 27 7.1 +3.2
EWJV iShares MSCI Japan Value ETF 1.1 15 35 8.5 +4.6
EES WisdomTree SmallCap Earnings Fund 1.1 38 12 10.6 +6.7
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.1 31 19 9.2 +5.3
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.1 30 20 9.3 +5.5
BFOR Barron's 400 ETF 1.1 65 -15 8.9 +5.0
SMMD iShares Russell 2500 ETF 1.1 15 35 6.1 +2.2
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.1 64 -14 7.8 +4.0
ERSX ERShares NextGen Entrepreneurs ETF 1.1 75 -25 6.9 +3.0
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.1 15 35 6.5 +2.6
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 1.1 35 15 8.2 +4.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.1 75 -25 9.4 +5.5
BICK First Trust BICK Index Fund 1.1 64 -14 6.6 +2.8
WGRO WisdomTree U.S. Growth & Momentum Fund 1.0 55 -5 7.4 +3.5
SQLV Legg Mason Small-Cap Quality Value 1.0 61 -11 11.8 +7.9
ISDX Invesco RAFI Strategic Developed ex-US ETF 1.0 23 27 8.0 +4.1
BBC Virtus LifeSci Biotech Clinical Trials ETF 1.0 79 -29 0.0 -3.9
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 1.0 45 5 8.1 +4.2
SSLY Syntax Stratified SmallCap ETF 1.0 35 15 7.5 +3.6
SPVM Invesco S&P 500 Value with Momentum ETF 0.9 39 11 9.0 +5.1
IDLB Invesco FTSE International Low Beta Equal Weight ETF 0.9 45 5 7.1 +3.2
FNDC Schwab Fundamental International Small Co. Index ETF 0.9 39 11 6.7 +2.8
GXC SPDR S&P China ETF 0.8 59 -9 10.7 +6.8
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.8 35 15 8.5 +4.7
FNK First Trust Mid Cap Value AlphaDEX Fund 0.8 70 -20 12.2 +8.3
ICOW Pacer Developed Markets International Cash Cows 100 ETF 0.8 65 -15 13.2 +9.3
FRDM Freedom 100 Emerging Markets ETF 0.8 49 1 8.6 +4.7
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.8 49 1 5.4 +1.5
FNDF Schwab Fundamental International Large Co. Index ETF 0.8 25 25 8.5 +4.7
ADRE Invesco BLDRS Emerging Markets 50 ADR Index Fund 0.8 29 21 6.5 +2.6
AMER Emles Made in America ETF 0.8 49 1 9.1 +5.2
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 0.8 80 -30 7.5 +3.6
IQIN IQ 500 International ETF 0.8 25 25 7.4 +3.6
EURZ Xtrackers Eurozone Equity ETF 0.8 9 41 0.0 -3.9
DEEF Xtrackers FTSE Developed ex US Comprehensive Factor ETF 0.8 24 26 8.1 +4.2
AIA iShares Asia 50 ETF 0.8 50 0 9.8 +6.0
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.7 52 -2 6.8 +2.9
MCHI iShares MSCI China ETF 0.7 57 -7 10.9 +7.1
ROSC Hartford Multifactor Small Cap ETF 0.7 34 16 10.9 +7.0
SFYF SoFi 50 ETF 0.7 29 21 -4.3 -8.1
DWAS Invesco DWA SmallCap Momentum ETF 0.7 60 -10 -0.0 -3.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.7 39 11 9.2 +5.3
TPSC Timothy Plan US Small Cap Core ETF 0.7 52 -2 8.8 +4.9
XCEM Columbia EM Core ex-China ETF 0.7 16 34 7.4 +3.5
AVIV Avantis International Large Cap Value ETF 0.7 25 25 10.5 +6.6
RWK Invesco S&P MidCap 400 Revenue ETF 0.7 39 11 9.9 +6.1
FTA First Trust Large Cap Value AlphaDEX Fund 0.7 59 -9 10.0 +6.1
IVLU iShares Edge MSCI Intl Value Factor ETF 0.7 30 20 10.6 +6.7
BBAX JPMorgan BetaBuilders Developed Asia ex-Japan ETF 0.7 19 31 6.1 +2.2
AIQ Global X Future Analytics Tech ETF 0.6 68 -18 5.8 +1.9
KESG KraneShares MSCI China ESG Leaders Index ETF 0.6 59 -9 12.2 +8.3
PDP Invesco DWA Momentum ETF 0.6 62 -12 5.1 +1.2
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.6 35 15 8.8 +5.0
FEP First Trust Europe AlphaDEX Fund 0.6 80 -30 8.4 +4.6
FLAU Franklin FTSE Australia ETF 0.6 9 41 5.9 +2.1
EWA iShares MSCI Australia ETF 0.6 50 0 5.4 +1.5
AZTD Aztlan Global Stock Selection DM SMID ETF 0.6 75 -25 2.8 -1.1
DON WisdomTree U.S. MidCap Dividend Fund 0.6 38 12 8.7 +4.9
FAB First Trust Multi Cap Value AlphaDEX Fund 0.6 69 -19 11.1 +7.2
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.6 32 18 6.4 +2.5
IPO Renaissance IPO ETF 0.6 60 -10 -28.1 -32.0
HEDJ WisdomTree Europe Hedged Equity Fund 0.6 58 -8 7.4 +3.5
EEMA iShares MSCI Emerging Markets Asia ETF 0.6 50 0 7.8 +3.9
SDIV Global X SuperDividend ETF 0.6 58 -8 21.9 +18.0
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 0.6 69 -19 7.4 +3.6
FEUZ First Trust Eurozone AlphaDEX ETF 0.6 80 -30 7.9 +4.0
FTQI First Trust Nasdaq BuyWrite Income ETF 0.6 85 -35 4.6 +0.8
DFAT Dimensional U.S. Targeted Value ETF 0.6 29 21 8.6 +4.8
IEUS iShares MSCI Europe Small-Cap ETF 0.6 40 10 5.7 +1.8
ISRA VanEck Israel ETF 0.6 59 -9 7.4 +3.5
ITEQ BlueStar Israel Technology ETF 0.6 75 -25 1.0 -2.9
CTRU ARK Transparency ETF 0.6 55 -5 0.0 -3.9
KALL KraneShares MSCI All China Index ETF 0.5 48 2 11.5 +7.7
EPP iShares MSCI Pacific ex-Japan ETF 0.5 47 3 5.6 +1.7
DBGR Xtrackers MSCI Germany Hedged Equity ETF 0.5 45 5 7.5 +3.6
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.5 25 25 8.2 +4.4
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.5 69 -19 7.4 +3.5
EWG iShares MSCI Germany ETF 0.5 50 0 7.1 +3.2
EFV iShares MSCI EAFE Value ETF 0.5 35 15 8.9 +5.0
BUZZ VanEck Social Sentiment ETF 0.5 75 -25 2.2 -1.6
EWU iShares MSCI United Kingdom ETF 0.5 50 0 7.9 +4.0
DIM WisdomTree International MidCap Dividend Fund 0.5 58 -8 8.4 +4.5
FLGR Franklin FTSE Germany ETF 0.5 9 41 7.8 +4.0
PSCF Invesco S&P SmallCap Financials ETF 0.5 29 21 9.9 +6.1
BFTR Future Innovators ETF 0.5 80 -30 2.1 -1.8
JFWD Jacob Forward ETF 0.5 75 -25 -13.9 -17.8
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.5 36 14 7.9 +4.1
DES WisdomTree U.S. SmallCap Dividend Fund 0.5 38 12 9.2 +5.3
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.5 30 20 8.5 +4.7
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.5 47 3 6.8 +3.0
EMXF iShares ESG Advanced MSCI EM ETF 0.5 16 34 8.9 +5.0
SCZ iShares MSCI EAFE Small-Cap ETF 0.5 39 11 5.8 +1.9
DAX Global X DAX Germany ETF 0.5 20 30 7.0 +3.2
FLGB Franklin FTSE United Kingdom ETF 0.5 9 41 8.2 +4.4
SCHC Schwab International Small-Cap Equity ETF 0.5 11 39 5.9 +2.0
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.5 15 35 9.5 +5.6
PKW Invesco Buyback Achievers ETF 0.5 64 -14 8.6 +4.8
RESE WisdomTree Emerging Markets ESG Fund 0.4 32 18 8.1 +4.2
ARKK ARK Innovation ETF 0.4 75 -25 -7.5 -11.4
CBTG Cabot Growth ETF 0.4 75 -25 0.0 -3.9
DFIS Dimensional International Small Cap ETF 0.4 39 11 5.6 +1.7
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.4 7 43 6.2 +2.3
EZU iShares MSCI Eurozone ETF 0.4 50 0 6.6 +2.7
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.4 23 27 6.9 +3.0
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.4 66 -16 8.0 +4.1
EEM iShares MSCI Emerging Markets ETF 0.4 68 -18 8.1 +4.3
DFSV Dimensional US Small Cap Value ETF 0.4 31 19 8.6 +4.8
ONEY SPDR Russell 1000 Yield Focus ETF 0.4 20 30 10.2 +6.3
FLIY Franklin FTSE Italy ETF 0.4 9 41 8.7 +4.8
EWI iShares MSCI Italy ETF 0.4 50 0 8.2 +4.3
IFGL iShares International Developed Real Estate ETF 0.4 48 2 7.0 +3.1
IEMG iShares Core MSCI Emerging Markets ETF 0.4 9 41 8.4 +4.5
CN Xtrackers MSCI All China Equity ETF 0.4 50 0 12.1 +8.2
XMHQ Invesco S&P MidCap Quality ETF 0.4 25 25 8.3 +4.4
HAUZ Xtrackers International Real Estate ETF 0.4 10 40 8.2 +4.4
SMDV ProShares Russell 2000 Dividend Growers ETF 0.4 41 9 6.3 +2.5
KSCD KFA Small Cap Quality Dividend Index ETF 0.4 51 -1 6.1 +2.2
OSCV Opus Small Cap Value Plus ETF 0.4 79 -29 5.9 +2.0
DFIV Dimensional International Value ETF 0.4 30 20 10.2 +6.4
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.4 30 20 11.9 +8.1
SIXS 6 Meridian Small Cap Equity ETF 0.4 100 -50 10.2 +6.3
WDIV SPDR Global Dividend ETF 0.4 40 10 9.4 +5.6
XSLV Invesco S&P SmallCap Low Volatility ETF 0.4 25 25 8.3 +4.4
XSMO Invesco S&P SmallCap Momentum ETF 0.4 39 11 6.7 +2.8
JHEM John Hancock Multifactor Emerging Markets ETF 0.4 49 1 9.1 +5.2
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.4 36 14 8.8 +5.0
FIVA Fidelity International Value Factor ETF 0.4 39 11 9.8 +6.0
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.4 32 18 6.5 +2.6
DBLV AdvisorShares DoubleLine Value Equity ETF 0.3 91 -41 11.2 +7.4
ESGE iShares ESG Aware MSCI EM ETF 0.3 25 25 8.8 +4.9
AESR Anfield U.S. Equity Sector Rotation ETF 0.3 112 -62 5.2 +1.3
RFV Invesco S&P Midcap 400 Pure Value ETF 0.3 35 15 10.5 +6.6
ISVL iShares International Developed Small Cap Value Factor ETF 0.3 30 20 8.4 +4.5
FLAX Franklin FTSE Asia Ex Japan ETF 0.3 19 31 8.2 +4.3
VEGN US Vegan Climate ETF 0.3 60 -10 6.2 +2.4
BKF iShares MSCI BRIC ETF 0.3 70 -20 9.6 +5.8
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.3 58 -8 8.9 +5.1
AVDV Avantis International Small Cap Value ETF 0.3 36 14 8.2 +4.3
RNSC Small Cap US Equity Select ETF 0.3 60 -10 8.9 +5.0
EWX SPDR S&P Emerging Markets Small Cap ETF 0.3 65 -15 7.3 +3.4
AVEM Avantis Emerging Markets Equity ETF 0.3 33 17 9.8 +6.0
DWMC AdvisorShares Dorsey Wright Micro-Cap ETF 0.3 127 -77 0.5 -3.4
NVQ QRAFT AI-Enhanced US Next Value ETF 0.3 75 -25 10.4 +6.6
VIDI Vident International Equity Fund 0.3 61 -11 12.5 +8.6
EMXC iShares MSCI Emerging Markets ex China ETF 0.3 25 25 7.6 +3.7
IQDE FlexShares International Quality Dividend Defensive Index ET 0.3 47 3 8.9 +5.0
GWX SPDR S&P International Small Cap ETF 0.3 40 10 5.3 +1.5
LOPX Direxion Low Priced Stock ETF 0.3 50 0 0.0 -3.9
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 0.3 38 12 9.6 +5.8
CSB VictoryShares US Small Cap High Dividend Volatility Wtd Idx 0.3 35 15 9.2 +5.4
OUSM ALPS O'Shares Russell Small Cap Quality Dividend ETF 0.3 48 2 7.9 +4.1
BKEM BNY Mellon Emerging Markets Equity ETF 0.3 11 39 8.6 +4.8
AOTG AOT Growth and Innovation ETF 0.3 75 -25 3.9 +0.0
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.3 68 -18 6.5 +2.6
RPV Invesco S&P 500 Pure Value ETF 0.3 35 15 10.1 +6.2
ENZL iShares MSCI New Zealand Capped ETF 0.3 50 0 3.0 -0.9
ALFA AlphaClone Alternative Alpha ETF 0.3 65 -15 0.0 -3.9
GMF SPDR S&P Emerging Asia Pacific ETF 0.3 49 1 7.6 +3.7
DFJ WisdomTree Japan SmallCap Dividend Fund 0.3 58 -8 7.8 +3.9
AIVI WisdomTree International AI Enhanced Value Fund 0.3 58 -8 9.3 +5.4
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 0.3 58 -8 8.4 +4.5
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 0.3 75 -25 7.7 +3.8
IWFH iShares Virtual Work and Life Multisector ETF 0.2 47 3 -1.3 -5.2
VYMI Vanguard International High Dividend Yield ETF 0.2 22 28 10.2 +6.4
DFAE Dimensional Emerging Core Equity Market ETF 0.2 35 15 8.9 +5.0
ROBO Robo Global Robotics & Automation Index ETF 0.2 95 -45 3.4 -0.5
SPEM SPDR Portfolio Emerging Markets ETF 0.2 11 39 8.2 +4.3
SCJ iShares MSCI Japan Small-Cap ETF 0.2 50 0 6.1 +2.2
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.2 35 15 9.2 +5.4
TYNE Direxion Nanotechnology ETF 0.2 65 -15 -62.4 -66.2
MVPS Amplify Thematic All-Stars ETF 0.2 49 1 2.3 -1.6
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.2 30 20 9.7 +5.8
FLCH Franklin FTSE China ETF 0.2 19 31 11.1 +7.3
VNQI Vanguard Global ex-U.S. Real Estate ETF 0.2 12 38 9.8 +5.9
WPS iShares International Developed Property ETF 0.2 48 2 7.1 +3.2
RWX SPDR Dow Jones International Real Estate ETF 0.2 59 -9 5.9 +2.0
DISV Dimensional International Small Cap Value ETF 0.2 42 8 9.6 +5.7
REMG SPDR Bloomberg SASB Emerging Markets ESG Select ETF 0.2 16 34 9.9 +6.1
SPXV ProShares S&P 500 Ex-Health Care ETF 0.2 27 23 6.1 +2.2
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.2 35 15 8.9 +5.1
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.2 59 -9 10.8 +6.9
DFE WisdomTree Europe SmallCap Dividend Fund 0.2 58 -8 9.8 +5.9
ISCF iShares Edge MSCI Multifactor Intl Small-Cap ETF 0.1 40 10 8.7 +4.8
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 0.1 20 30 8.0 +4.2
LDEM iShares ESG MSCI EM Leaders ETF 0.1 16 34 8.8 +5.0
DLS WisdomTree International SmallCap Dividend Fund 0.1 58 -8 9.3 +5.4
FYT First Trust Small Cap Value AlphaDEX Fund 0.1 71 -21 12.7 +8.8
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.1 39 11 9.4 +5.5
FDT First Trust Developed Markets ex-US Alphadex Fund 0.1 80 -30 9.4 +5.6
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.1 45 5 9.3 +5.4
DDLS WisdomTree Dynamic Currency Hedged International SmallCap Eq 0.1 38 12 9.6 +5.8
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 25 9.7 +5.8
VWO Vanguard FTSE Emerging Markets ETF 0.1 8 42 8.4 +4.6
AVES Avantis Emerging Markets Value ETF 0.1 36 14 15.0 +11.1
SCHE Schwab Emerging Markets Equity ETF 0.1 11 39 8.1 +4.2
DTH WisdomTree International High Dividend Fund 0.0 58 -8 9.5 +5.6
IETC iShares Evolved U.S. Technology ETF 0.0 18 32 6.1 +2.2
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 0.0 18 32 8.2 +4.4
PBEE Invesco PureBeta FTSE Emerging Markets ETF 0.0 16 34 8.2 +4.3
DFEV Dimensional Emerging Markets Value ETF 0.0 43 7 12.7 +8.9
NUEM Nuveen ESG Emerging Markets Equity ETF 0.0 35 15 7.5 +3.6

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

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RESULTS & ESTIMATES

  2017 2018 2019 2020 2021 2022E 2023E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2021 2022E 2023E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 Global X Aging Population 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 13.7 %
Divided by: Fwd. P/BV 3.1 x
Less: Expense ratio 50 bp
Equals: ALTAR Score 3.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.49 CATEGORY
AVERAGE		 1.46
 
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.