ARK Genomic Revolution ETF
ALTAR
Score™		 -1.5% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 -8.7x P/Sales
ratio		 6.2x
P/BV
ratio		 8.8x Div.
yield		 0.2%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
ARK Genomic Revolution ETF is an actively-managed exchange-traded fund incorporated in the USA. The Fund will invest in companies across multiple sectors, including healthcare, information technology, materials, energy and consumer discretionary, that are relevant to genomics revolution.

FUND BASICS
Category Global Equities
Fund Sponsor ARK Investment Management LLC
Website www.ark-funds.com
Inception date Oct 30, 2014
Assets (mns) $1,048
Currency USD
Expense ratio 75 bp
Distributions Annually

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian Bank of New York Mellon
Weighting Proprietary
Index replication N/A
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 35
Wgt avg mkt cap (mns) $7,455
Large cap (>$10bn) 14.7%
Mid cap ($2-10bn) 22.6%
Small cap (<$2bn) 62.8%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
TEMPUS AI INC 10.9 %
CRISPR THERAPEUTICS AG 10.5 %
RECURSION PHARMACEUTICALS, INC CLA 6.3 %
TWIST BIOSCIENCE CORP. 5.8 %
GUARDANT HEALTH, INC. 5.3 %
NATERA INC 5.1 %
10X GENOMICS INC CLASS A 4.1 %
ADAPTIVE BIOTECHNOLOGIES CORP. 4.1 %
SCHRODINGER, INC. 3.8 %
BEAM THERAPEUTICS, INC. 3.7 %
Total 59.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 76.5 %
SWITZERLAND 9.6 %
GERMANY 0.7 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru July 31)
Year-to-date 1 year 5 years 10 years Since Incep.
1.2% -11.6% -14.8% 1.2% 2.3%

Market Correlations
versus... Beta R-squared
S&P500 1.83 49%
MSCI EAFE 1.47 35%
MSCI Emg. Mkts. 1.12 21%

Technical Indicators
Recent close $24.76
30d moving avg. $24.64
Annualized volatility 40.2%
Short interest (ETF) 31.3%
Short interest (Underlying) 7.3%
Relative strength (RSI) 55

Liquidity measures
Avg. volume (thou.) 2,103
Turnover 5.0%
Bid/Ask (% of price) 0.04%
ADV underlying (mns) $3,607

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 553 potential alternatives to the ARK Genomic Revolution ETF ETF based on the alternatives' overlap in portfolio holdings with ARKG. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: ARKG Expense: 75 bp ALTAR Score™: -1.5%


ALTERNATIVE ETFs BASED ON OVERLAP WITH ARKG
Ticker Fund
Name		 Overlap1
vs ARKG
(%)		 Expense
ratio
(bp)		 Savings
vs ARKG
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs ARKG
(%)
GNOM Global X Genomics & Biotechnology ETF 29.9 50 25 -3.0 -1.5
WDNA WisdomTree BioRevolution Fund 21.0 45 30 -1.4 +0.0
ARKK ARK Innovation ETF 17.8 75 0 -2.6 -1.1
HELX Franklin Genomic Advancements ETF 17.2 50 25 -0.2 +1.2
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 15.3 65 10 1.1 +2.5
FBT First Trust NYSE Arca Biotechnology Index Fund 14.9 56 19 5.3 +6.7
HTEC ROBO Global Healthcare Technology and Innovation ETF 14.5 68 7 2.4 +3.9
XBI SPDR S&P BIOTECH ETF 13.7 35 40 -2.6 -1.1
PBE Invesco Biotechnology & Genome ETF 12.2 58 17 1.3 +2.7
BBH VanEck Biotech ETF 12.0 35 40 5.7 +7.2
IBB iShares Biotechnology ETF 11.0 45 30 0.5 +2.0
MEDX Horizon Kinetics Medical ETF 10.6 85 -10 2.0 +3.5
IBBQ Invesco Nasdaq Biotechnology ETF 9.4 19 56 0.4 +1.9
IDNA iShares Genomics Immunology and Healthcare ETF 7.5 47 28 -2.2 -0.7
BBP Virtus LifeSci Biotech Products ETF 7.4 79 -4 -2.3 -0.8
FTXH First Trust Nasdaq Pharmaceuticals ETF 6.7 60 15 10.8 +12.2
BMED Future Health ETF 6.5 85 -10 0.5 +1.9
FXH First Trust Health Care AlphaDEX Fund 6.1 62 13 8.6 +10.1
LRNZ TrueShares Technology, AI & Deep Learning ETF 5.9 69 6 -0.6 +0.9
VHT Vanguard Health Care ETF 5.4 9 66 6.2 +7.6
MNTL Tema Neuroscience and Mental Health ETF 5.2 75 0 -1.0 +0.5
IYH iShares U.S. Healthcare ETF 5.1 40 35 7.1 +8.5
BBC Virtus LifeSci Biotech Clinical Trials ETF 5.1 79 -4 0.0 +1.5
FHLC Fidelity MSCI Health Care Index ETF 5.0 8 67 6.4 +7.9
CANC Tema Oncology ETF 4.9 75 0 -2.8 -1.3
FMED Fidelity Disruptive Medicine ETF 4.7 50 25 -1.1 +0.4
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 4.5 75 0 1.4 +2.8
SPYA Twin Oak Endure ETF 4.3 80 -5 -2.1 -0.6
SYNB Putnam BioRevolution ETF 4.3 70 5 2.9 +4.4
RSPH Invesco S&P 500 Equal Weight Health Care ETF 4.2 40 35 8.2 +9.7
QQQS Invesco NASDAQ Future Gen 200 ETF 4.2 20 55 -4.2 -2.7
DRUP GraniteShares Nasdaq Select Disruptors ETF 4.2 60 15 3.9 +5.4
AGNG Global X Aging Population ETF 3.9 50 25 4.9 +6.4
LFSC F/m Emerald Life Sciences Innovation ETF 3.8 79 -4 0.0 +1.5
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.7 65 10 2.1 +3.5
PTH Invesco Dorsey Wright Healthcare Momentum ETF 3.6 60 15 -2.6 -1.1
LRND IQ U.S. Large Cap R&D Leaders ETF 3.6 14 61 5.4 +6.8
SAMM Strategas Macro Momentum ETF 3.4 66 9 2.4 +3.8
NUMG Nuveen ESG Mid-Cap Growth ETF 3.3 31 44 2.5 +4.0
XLV Health Care Select Sector SPDR Fund 3.3 8 67 7.8 +9.2
ABOT Abacus FCF Innovation Leaders ETF 3.3 69 6 4.7 +6.1
AVIE Avantis  Inflation Focused Equity ETF 3.3 25 50 7.3 +8.8
IXJ iShares Global Healthcare ETF 3.2 42 33 7.3 +8.7
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 3.2 60 15 7.4 +8.9
DFNV Donoghue Forlines Innovation ETF 3.2 69 6 4.6 +6.1
FFOX FundX Future Fund Opportunities ETF 3.0 100 -25 4.2 +5.7
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 3.0 60 15 4.6 +6.0
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.9 15 60 4.7 +6.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 2.8 35 40 4.2 +5.7
TMAT Main Thematic Innovation ETF 2.8 164 -89 -1.5 +0.0
HKND Humankind US Stock ETF 2.8 11 64 7.1 +8.6
HEAL Global X HealthTech ETF 2.7 50 25 -0.7 +0.7
SMRI Bushido Capital US Equity ETF 2.6 71 4 9.5 +11.0
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.6 20 55 4.6 +6.1
IHF iShares U.S. Healthcare Providers ETF 2.6 40 35 8.6 +10.1
CRTC Xtrackers US National Critical Technologies ETF 2.6 35 40 4.8 +6.3
ABFL Abacus FCF Leaders ETF 2.5 59 16 5.3 +6.7
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 2.5 58 17 4.2 +5.7
RJMG FT Raymond James Multicap Growth Equity ETF 2.4 85 -10 2.0 +3.5
PSCH Invesco S&P SmallCap Health Care ETF 2.4 29 46 4.4 +5.9
VBK Vanguard Small-Cap Growth ETF 2.4 7 68 1.9 +3.4
MOTE VanEck Morningstar ESG Moat ETF 2.4 49 26 6.0 +7.5
MOAT VanEck Morningstar Wide Moat ETF 2.4 46 29 5.7 +7.2
GINN Goldman Sachs Innovate Equity ETF 2.4 52 23 3.7 +5.2
XT iShares Exponential Technologies ETF 2.4 46 29 4.9 +6.4
SXQG ETC 6 Meridian Quality Growth ETF 2.3 100 -25 4.6 +6.0
CGDV Capital Group Dividend Value ETF 2.3 33 42 4.5 +6.0
BRIF FIS Bright Portfolios Focused Equity ETF 2.3 65 10 4.9 +6.4
XHS SPDR S&P Health Care Services ETF 2.3 35 40 3.1 +4.6
WRND IQ Global Equity R&D Leaders ETF 2.3 18 57 8.2 +9.7
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.2 49 26 4.7 +6.2
XITK SPDR FactSet Innovative Technology ETF 2.2 45 30 -0.3 +1.2
VFLO VictoryShares Free Cash Flow ETF 2.1 39 36 10.4 +11.9
PJP Invesco Pharmaceuticals ETF 2.1 57 18 7.9 +9.4
COWZ Pacer US Cash Cows 100 ETF 2.1 49 26 9.3 +10.8
OZEM Roundhill GLP-1 & Weight Loss ETF 2.1 59 16 0.5 +1.9
THNR Amplify Weight Loss Drug & Treatment ETF 2.1 59 16 6.8 +8.2
GDOC Goldman Sachs Future Health Care Equity ETF 2.1 75 0 2.8 +4.3
DSTL Distillate US Fundamental Stability & Value ETF 2.1 39 36 8.2 +9.7
FDLO Fidelity Low Volatility Factor ETF 2.1 15 60 5.4 +6.8
SAGP Strategas Global Policy Opportunities ETF 2.1 65 10 5.4 +6.9
CGGR Capital Group Growth ETF 2.1 39 36 3.1 +4.6
IWP iShares Russell Mid-Cap Growth ETF 2.1 23 52 3.4 +4.8
BEEX BeeHive ETF 2.1 84 -9 4.3 +5.8
SDG iShares MSCI Global Sustainable Development Goals ETF 2.1 49 26 5.8 +7.3
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.0 18 57 5.8 +7.3
FMDE Fidelity Enhanced Mid Cap ETF 2.0 23 52 5.7 +7.2
USMV iShares MSCI USA Min Vol Factor ETF 2.0 15 60 5.8 +7.2
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 1.9 49 26 3.8 +5.3
USRD Themes US R&D Champions ETF 1.9 29 46 4.5 +6.0
GVIP Goldman Sachs Hedge Industry VIP ETF 1.9 45 30 3.3 +4.7
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.8 65 10 3.5 +4.9
HLGE Hartford Longevity Economy ETF 1.8 44 31 -0.4 +1.1
MEDI Harbor Health Care ETF 1.8 80 -5 -1.4 +0.0
TMFX Motley Fool Next Index ETF 1.8 50 25 2.6 +4.1
QQQ Invesco QQQ Trust Series I 1.7 20 55 4.1 +5.5
QQQM Invesco NASDAQ 100 ETF 1.7 15 60 4.1 +5.6
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.7 49 26 3.8 +5.2
SGLC SGI U.S. Large Cap Core ETF 1.7 85 -10 4.0 +5.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.7 15 60 4.6 +6.1
MODL VictoryShares WestEnd U.S. Sector ETF 1.7 42 33 4.6 +6.0
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.7 95 -20 0.5 +2.0
QQMG Invesco ESG NASDAQ 100 ETF 1.7 20 55 4.1 +5.6
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 1.7 49 26 5.8 +7.3
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.7 40 35 3.7 +5.2
MID American Century Mid Cap Growth Impact ETF 1.7 45 30 3.1 +4.6
NULC Nuveen ESG Large-Cap ETF 1.6 21 54 4.6 +6.1
VXF Vanguard Extended Market ETF 1.6 5 70 4.7 +6.1
FFND Future Fund Active ETF 1.6 100 -25 4.2 +5.7
KONG Formidable Fortress ETF 1.6 89 -14 6.0 +7.5
CGGO Capital Group Global Growth Equity ETF 1.6 47 28 4.7 +6.2
RND First Trust Bloomberg R&D Leaders ETF 1.6 60 15 3.6 +5.1
QNXT iShares Nasdaq-100 ex Top 30 ETF 1.6 20 55 4.4 +5.9
ONEQ Fidelity Nasdaq Composite Index ETF 1.6 21 54 3.7 +5.2
NULV Nuveen ESG Large-Cap Value ETF 1.6 26 49 6.3 +7.7
CVAR Cultivar ETF 1.6 87 -12 6.8 +8.3
SMOT VanEck Morningstar SMID Moat ETF 1.5 49 26 6.4 +7.9
WOMN Impact Shares YWCA Women's Empowerment ETF 1.5 75 0 5.3 +6.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.5 29 46 6.4 +7.9
SPMV Invesco S&P 500 Minimum Variance ETF 1.5 10 65 5.4 +6.8
FTC First Trust Large Cap Growth AlphaDEX Fund 1.5 59 16 2.7 +4.2
IWC iShares Micro-Cap ETF 1.5 60 15 -0.8 +0.7
BIBL Inspire 100 ETF 1.5 35 40 5.1 +6.6
SMAP Amplify Small-Mid Cap Equity ETF 1.5 60 15 5.5 +7.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.5 14 61 4.8 +6.3
RAYD Rayliant Quantitative Developed Market Equity ETF 1.5 80 -5 4.4 +5.9
LRGC AB US Large Cap Strategic Equities ETF 1.5 48 27 4.4 +5.9
JEPI JPMorgan Equity Premium Income ETF 1.4 35 40 5.6 +7.1
FYC First Trust Small Cap Growth AlphaDEX Fund 1.4 71 4 0.5 +1.9
SMLF iShares U.S. SmallCap Equity Factor ETF 1.4 15 60 5.9 +7.3
DHS WisdomTree U.S. High Dividend Fund 1.4 38 37 8.0 +9.5
MBCC Monarch Blue Chips Core ETF 1.4 125 -50 4.1 +5.6
NUDV Nuveen ESG Dividend ETF 1.4 26 49 7.6 +9.0
WTV WisdomTree US Value Fund of Benef Interest 1.4 12 63 8.9 +10.3
EDOW First Trust Dow 30 Equal Weight ETF 1.4 50 25 5.3 +6.8
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.4 7 68 7.4 +8.8
SCHD Schwab US Dividend Equity ETF 1.4 6 69 9.6 +11.1
HDV iShares Core High Dividend ETF 1.4 8 67 7.2 +8.6
DIA SPDR Dow Jones Industrial Average ETF Trust 1.4 16 59 5.4 +6.9
GCOW Pacer Global Cash Cows Dividend ETF 1.4 60 15 10.9 +12.3
MBOX Freedom Day Dividend ETF 1.4 39 36 7.4 +8.9
YALL God Bless America ETF 1.4 65 10 3.6 +5.1
TBG TBG Dividend Focus ETF 1.4 59 16 7.8 +9.3
MAVF Matrix Advisors Value ETF 1.4 75 0 5.7 +7.2
ETHO Etho Climate Leadership U.S. ETF 1.4 47 28 5.3 +6.8
JGLO JPMorgan Global Select Equity ETF 1.4 33 42 4.9 +6.4
AIEQ AI Powered Equity ETF 1.4 75 0 3.7 +5.2
KRMA Global X Conscious Companies ETF 1.4 43 32 5.8 +7.3
IWO iShares Russell 2000 Growth ETF 1.4 24 51 1.3 +2.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.4 10 65 5.1 +6.6
ZECP Zacks Earnings Consistent Portfolio ETF 1.4 55 20 4.8 +6.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.4 64 11 2.2 +3.7
VTWG Vanguard Russell 2000 Growth ETF 1.4 10 65 1.4 +2.9
ROUS Hartford Multifactor US Equity ETF 1.4 19 56 7.0 +8.5
FESM Fidelity Enhanced Small Cap ETF 1.4 28 47 7.2 +8.7
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.3 30 45 8.9 +10.4
PRN Invesco Dorsey Wright Industrials Momentum ETF 1.3 60 15 3.5 +4.9
SIZE iShares MSCI USA Size Factor ETF 1.3 15 60 6.0 +7.5
SNPV Xtrackers S&P 500 Value ESG ETF 1.3 15 60 6.7 +8.2
ACWV iShares MSCI Global Min Vol Factor ETF 1.3 20 55 6.2 +7.6
EUSA iShares MSCI USA Equal Weighted ETF 1.3 9 66 6.1 +7.5
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.3 49 26 4.5 +5.9
MAGA Point Bridge America First ETF 1.3 72 3 5.7 +7.2
QGRW WisdomTree U.S. Quality Growth Fund 1.3 28 47 4.2 +5.6
ANEW ProShares MSCI Transformational Changes ETF 1.3 45 30 6.1 +7.6
MGV Vanguard Mega Cap Value ETF 1.3 7 68 6.6 +8.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.3 9 66 6.1 +7.6
VB Vanguard Small-Cap ETF 1.3 5 70 6.1 +7.6
PRXV Praxis Impact Large Cap Value ETF 1.2 36 39 6.5 +7.9
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.2 12 63 4.5 +5.9
AVSU Avantis Responsible U.S. Equity ETF 1.2 15 60 6.0 +7.4
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.2 35 40 4.0 +5.5
SSPY Syntax Stratified LargeCap ETF 1.2 30 45 6.7 +8.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.2 30 45 6.6 +8.1
GURU Global X Guru Index ETF 1.2 75 0 3.0 +4.5
QTOP iShares Nasdaq Top 30 Stocks ETF 1.2 20 55 4.1 +5.5
SHUS Syntax Stratified U.S. Total Market Hedged ETF 1.2 65 10 6.4 +7.8
FDHT Fidelity Digital Health ETF 1.2 39 36 0.9 +2.3
WCLD WisdomTree Cloud Computing Fund 1.2 45 30 1.6 +3.0
FDN First Trust Dow Jones Internet Index Fund 1.2 52 23 3.1 +4.6
FDND FT Vest Dow Jones Internet & Target Income ETF 1.2 75 0 2.9 +4.4
MGRO VanEck Morningstar Wide Moat Growth ETF 1.2 49 26 4.5 +6.0
PWB Invesco Large Cap Growth ETF 1.2 56 19 3.1 +4.6
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 1.2 39 36 3.6 +5.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.2 7 68 5.1 +6.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.2 9 66 4.2 +5.7
DGRO iShares Core Dividend Growth ETF 1.2 8 67 6.5 +8.0
DUHP Dimensional US High Profitability ETF 1.2 21 54 6.3 +7.8
INCE Franklin Income Equity Focus ETF 1.1 29 46 5.5 +7.0
STXK Strive Small-Cap ETF 1.1 18 57 5.8 +7.3
FDLS Inspire Fidelis Multi Factor ETF 1.1 76 -1 5.1 +6.5
FDRR Fidelity Dividend ETF for Rising Rates 1.1 15 60 7.0 +8.5
SPXT ProShares S&P 500 Ex-Technology ETF 1.1 9 66 5.5 +7.0
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.1 52 23 5.5 +7.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.1 58 17 5.4 +6.9
FEX First Trust Large Cap Core AlphaDEX Fund 1.1 59 16 5.8 +7.3
ITAN Sparkline Intangible Value ETF 1.1 50 25 6.6 +8.1
MOTG VanEck Morningstar Global Wide Moat ETF 1.1 52 23 7.7 +9.2
PINK Simplify Health Care ETF 1.1 50 25 1.0 +2.5
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.1 70 5 2.8 +4.3
QUS SPDR MSCI USA StrategicFactors ETF 1.1 15 60 5.7 +7.1
ISCG iShares Morningstar Small-Cap Growth ETF 1.1 6 69 2.9 +4.4
SCHM Schwab U.S. Mid-Cap ETF 1.1 4 71 6.6 +8.1
XMAG Defiance Large Cap ex-Mag 7 ETF 1.1 35 40 5.1 +6.6
IMCG iShares Morningstar Mid-Cap Growth ETF 1.1 6 69 3.9 +5.4
RSSL Global X Russell 2000 ETF 1.1 8 67 4.4 +5.8
IWM iShares Russell 2000 ETF 1.1 19 56 4.3 +5.8
VOT Vanguard Mid-Cap Growth ETF 1.1 7 68 3.5 +5.0
KOMP SPDR S&P Kensho New Economies Composite ETF 1.1 20 55 2.5 +4.0
SUSL iShares ESG MSCI USA Leaders ETF 1.1 10 65 4.9 +6.4
JAVA JPMorgan Active Value ETF 1.1 44 31 6.4 +7.9
VTWO Vanguard Russell 2000 ETF 1.0 7 68 4.3 +5.8
USXF iShares ESG Advanced MSCI USA ETF 1.0 10 65 4.5 +6.0
PTL Inspire 500 ETF 1.0 9 66 5.2 +6.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.0 39 36 5.3 +6.8
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 0 7.2 +8.6
RAFE PIMCO RAFI ESG U.S. ETF 1.0 29 46 7.1 +8.5
DSI iShares MSCI KLD 400 Social ETF 1.0 25 50 4.8 +6.3
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.0 15 60 4.9 +6.3
ILCV iShares Morningstar Value ETF 1.0 4 71 6.4 +7.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.0 18 57 7.7 +9.1
ACVF American Conservative Values ETF 1.0 75 0 4.3 +5.8
TIME Clockwise Core Equity & Innovation ETF 1.0 95 -20 2.9 +4.4
GVLU Gotham 1000 Value ETF 1.0 50 25 8.9 +10.3
RCGE RockCreek Global Equality ETF 1.0 95 -20 6.7 +8.1
FFOG Franklin Focused Growth ETF 1.0 61 14 2.4 +3.8
BKSE BNY Mellon US Small Cap Core Equity ETF 1.0 4 71 5.9 +7.4
TMFC Motley Fool 100 Index ETF 1.0 50 25 3.5 +4.9
CGDG Capital Group Dividend Growers ETF 1.0 47 28 6.3 +7.7
ROBO ROBO Global Robotics & Automation Index ETF 1.0 95 -20 3.4 +4.9
EQWL Invesco S&P 100 Equal Weight ETF 1.0 25 50 6.2 +7.7
EPS WisdomTree U.S. LargeCap Fund 1.0 8 67 5.7 +7.1
VTV Vanguard Value ETF 1.0 4 71 6.9 +8.3
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.0 45 30 2.7 +4.2
SPXN ProShares S&P 500 Ex-Financials ETF 1.0 9 66 4.9 +6.4
STXD Strive 1000 Dividend Growth ETF 0.9 35 40 4.8 +6.3
FITE SPDR S&P Kensho Future Security ETF 0.9 45 30 1.6 +3.1
CHGX AXS Change Finance ESG ETF 0.9 49 26 4.8 +6.2
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.9 19 56 5.3 +6.8
FELG Fidelity Enhanced Large Cap Growth ETF 0.9 18 57 4.6 +6.1
BKLC BNY Mellon US Large Cap Core Equity ETF 0.9 0 75 4.9 +6.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.9 75 0 4.0 +5.5
DLN WisdomTree U.S. LargeCap Dividend Fund 0.9 28 47 5.9 +7.4
MDEV First Trust Indxx Medical Devices ETF 0.9 70 5 4.5 +6.0
DIVG Invesco S&P 500 High Dividend Growers ETF 0.9 39 36 8.3 +9.8
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.9 20 55 7.6 +9.1
VOTE TCW Transform 500 ETF 0.9 5 70 4.8 +6.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.9 56 19 6.1 +7.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.9 2 73 4.9 +6.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.9 11 64 4.9 +6.3
FLQL Franklin LibertyQ U.S. Equity ETF 0.9 15 60 5.3 +6.8
SSPX Janus Henderson U.S. Sustainable Equity ETF 0.9 55 20 4.2 +5.7
CGUS Capital Group Core Equity ETF 0.9 33 42 4.3 +5.8
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 0.9 15 60 7.5 +9.0
AGRW Allspring LT Large Growth ETF 0.9 35 40 3.5 +4.9
ASLV Allspring Special Large Value ETF 0.9 35 40 6.4 +7.9
RFFC ALPS Active Equity Opportunity ETF 0.9 48 27 4.4 +5.9
POWA Invesco Bloomberg Pricing Power ETF 0.9 40 35 5.3 +6.7
TOLL Tema Monopolies and Oligopolies ETF 0.9 75 0 5.1 +6.6
CAML Congress Large Cap Growth ETF 0.9 66 9 3.4 +4.9
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.9 60 15 2.0 +3.5
SFY SoFi Select 500 ETF 0.9 0 75 4.4 +5.9
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.9 8 67 4.9 +6.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.9 7 68 4.8 +6.3
IWF iShares Russell 1000 Growth ETF 0.9 19 56 4.4 +5.8
VONG Vanguard Russell 1000 Growth ETF 0.9 7 68 4.4 +5.9
QDEF FlexShares Quality Dividend Defensive Index Fund 0.9 37 38 6.0 +7.5
JMOM JPMorgan U.S. Momentum Factor ETF 0.9 12 63 4.5 +6.0
ESGV Vanguard ESG U.S. Stock ETF 0.9 9 66 4.7 +6.2
SUSA iShares MSCI USA ESG Select ETF 0.9 25 50 4.7 +6.2
IWY iShares Russell Top 200 Growth ETF 0.9 20 55 4.5 +6.0
IWR iShares Russell Midcap ETF 0.9 19 56 5.7 +7.2
XDAT Franklin Exponential Data ETF 0.9 50 25 2.1 +3.6
EVUS iShares ESG Aware MSCI USA Value ETF 0.8 18 57 6.5 +7.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.8 20 55 5.0 +6.5
FELV Fidelity Enhanced Large Cap Value ETF 0.8 18 57 6.7 +8.2
JHML John Hancock Multifactor Large Cap ETF 0.8 29 46 5.3 +6.8
OGIG ALPS O'Shares Global Internet Giants ETF 0.8 48 27 1.6 +3.0
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 0.8 38 37 7.7 +9.2
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 0.8 35 40 7.7 +9.2
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 46 4.7 +6.1
SCHG Schwab U.S. Large-Cap Growth ETF 0.8 4 71 4.0 +5.5
SPXE ProShares S&P 500 Ex-Energy ETF 0.8 9 66 4.8 +6.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.8 10 65 4.3 +5.8
GQQQ Astoria US Quality Growth Kings ETF 0.8 35 40 4.6 +6.1
DTD WisdomTree U.S. Total Dividend Fund 0.8 28 47 6.3 +7.7
RECS Columbia Research Enhanced Core ETF 0.8 15 60 5.6 +7.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.8 25 50 5.6 +7.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.8 10 65 4.3 +5.8
CATH Global X S&P 500 Catholic Values Custom ETF 0.8 29 46 4.6 +6.1
RSP Invesco S&P 500 Equal Weight ETF 0.8 20 55 6.5 +8.0
DFVX Dimensional US Large Cap Vector ETF 0.8 22 53 6.2 +7.7
IMCB iShares Morningstar Mid-Cap ETF 0.8 4 71 6.0 +7.5
DFSU Dimensional US Sustainability Core 1 ETF 0.8 18 57 5.3 +6.8
FLDZ RiverNorth Patriot ETF 0.8 75 0 6.1 +7.5
GVUS Marketbeta Russell 1000 Value Equity ETF 0.8 12 63 6.5 +8.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.8 25 50 7.8 +9.3
EQAL Invesco Russell 1000 Equal Weight ETF 0.8 20 55 6.8 +8.2
QWLD SPDR MSCI World StrategicFactors ETF 0.8 30 45 5.9 +7.4
SNPE Xtrackers S&P 500 ESG ETF 0.8 10 65 5.1 +6.5
JVAL JPMorgan U.S. Value Factor ETF 0.8 12 63 8.1 +9.6
VIG Vanguard Dividend Appreciation ETF 0.8 5 70 5.6 +7.0
DSPY Tema S&P 500 Historical Weight ETF 0.8 18 57 5.1 +6.6
SCHA Schwab U.S. Small-Cap ETF 0.8 4 71 5.9 +7.3
FSMD Fidelity Small-Mid Multifactor ETF 0.8 15 60 7.0 +8.5
CFA VictoryShares US 500 Volatility Wtd ETF 0.8 35 40 5.9 +7.3
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.8 40 35 5.8 +7.3
PKW Invesco Buyback Achievers ETF 0.7 62 13 7.1 +8.6
NULG Nuveen ESG Large-Cap Growth ETF 0.7 26 49 3.3 +4.7
REVS Columbia Research Enhanced Value ETF 0.7 19 56 7.5 +9.0
ISCB iShares Morningstar Small-Cap ETF 0.7 4 71 6.2 +7.7
TTAC FCF US Quality ETF 0.7 59 16 6.2 +7.7
FQAL Fidelity Quality Factor ETF 0.7 15 60 5.6 +7.1
IWN iShares Russell 2000 Value ETF 0.7 24 51 7.3 +8.8
ESGU iShares ESG Aware MSCI USA ETF 0.7 15 60 4.7 +6.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.7 3 72 4.9 +6.3
PBUS Invesco MSCI USA ETF 0.7 4 71 4.8 +6.3
KOKU Xtrackers MSCI Kokusai Equity ETF 0.7 9 66 5.2 +6.7
AVUS Avantis U.S. Equity ETF 0.7 15 60 5.7 +7.2
IYY iShares Dow Jones U.S. ETF 0.7 20 55 4.8 +6.2
NIXT Research Affiliates Deletions ETF 0.7 9 66 8.7 +10.1
VYM Vanguard High Dividend Yield Index ETF 0.7 6 69 7.0 +8.5
IWV iShares Russell 3000 ETF 0.7 20 55 4.7 +6.2
USCF Themes US Cash Flow Champions ETF 0.7 29 46 8.6 +10.1
FDG American Century Focused Dynamic Growth ETF 0.7 45 30 1.9 +3.4
FLRG Fidelity U.S. Multifactor ETF 0.7 15 60 6.9 +8.4
JPEF JPMorgan Equity Focus ETF 0.7 50 25 4.3 +5.7
FTA First Trust Large Cap Value AlphaDEX Fund 0.7 59 16 8.9 +10.3
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 0.7 29 46 6.6 +8.1
PEXL Pacer US Export Leaders ETF 0.7 60 15 4.5 +6.0
LIVR Intelligent Livermore ETF 0.7 69 6 5.4 +6.8
LGCF Themes US Cash Flow Champions ETF 0.7 30 45 8.2 +9.7
VTHR Vanguard Russell 3000 ETF 0.7 7 68 4.8 +6.3
VFMO Vanguard U.S. Momentum Factor ETF 0.7 13 62 3.0 +4.4
BKWO BNY Mellon Women's Opportunities ETF 0.7 50 25 3.6 +5.1
ILCB iShares Morningstar U.S. Equity ETF 0.7 3 72 4.8 +6.3
SCHB Schwab U.S. Broad Market ETF 0.7 3 72 5.0 +6.5
VTI Vanguard Total Stock Market ETF 0.7 3 72 4.9 +6.3
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.7 17 58 5.7 +7.1
TOV JLens 500 Jewish Advocacy U.S. ETF 0.7 18 57 4.6 +6.1
SCHX Schwab U.S. Large-Cap ETF 0.7 3 72 4.9 +6.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.7 7 68 6.0 +7.5
IWB iShares Russell 1000 ETF 0.7 15 60 4.8 +6.3
VONE Vanguard Russell 1000 ETF 0.7 7 68 4.9 +6.4
VTWV Vanguard Russell 2000 Value ETF 0.7 10 65 7.3 +8.8
SCHK Schwab 1000 Index ETF 0.7 5 70 5.0 +6.4
LGRO Level Four Large Cap Growth Active ETF 0.7 55 20 3.7 +5.2
DFUS Dimensional U.S. Equity ETF 0.7 9 66 4.8 +6.3
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.7 20 55 6.2 +7.7
MGC Vanguard Mega Cap ETF 0.7 7 68 4.6 +6.1
DEW WisdomTree Global High Dividend Fund 0.7 58 17 8.4 +9.9
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.7 9 66 4.9 +6.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.7 10 65 4.9 +6.4
SCHV Schwab U.S. Large-Cap Value ETF 0.7 4 71 6.7 +8.1
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.7 60 15 9.4 +10.9
PSIL AdvisorShares Psychedelics ETF 0.7 99 -24 0.0 +1.5
BFOR ALPS Barron's 400 ETF 0.7 65 10 5.9 +7.4
RFDA RiverFront Dynamic US Dividend Advantage ETF 0.7 52 23 6.3 +7.8
IWL iShares Russell Top 200 ETF 0.7 15 60 4.6 +6.1
EGUS iShares ESG Aware MSCI USA Growth ETF 0.7 18 57 3.9 +5.4
IUS Invesco RAFI Strategic US ETF 0.7 19 56 6.9 +8.4
PRF Invesco FTSE RAFI US 1000 ETF 0.7 39 36 6.8 +8.2
SKYY First Trust Cloud Computing ETF 0.6 60 15 2.8 +4.3
XVV iShares ESG Screened S&P 500 ETF 0.6 8 67 4.8 +6.2
AFSM First Trust Active Factor Small Cap ETF 0.6 75 0 7.6 +9.0
KLMN Invesco MSCI North America Climate ETF 0.6 9 66 4.9 +6.4
VV Vanguard Large-Cap ETF 0.6 4 71 4.8 +6.3
GINX SGI Enhanced Global Income ETF 0.6 98 -23 7.1 +8.5
STRV Strive 500 ETF 0.6 5 70 4.8 +6.3
QLC FlexShares US Quality Large Cap Index Fund 0.6 25 50 5.4 +6.8
QLV FlexShares US Quality Low Volatility Index Fund 0.6 22 53 5.6 +7.0
STXV Strive 1000 Value ETF 0.6 18 57 8.0 +9.4
PFM Invesco Dividend Achievers ETF 0.6 53 22 5.3 +6.7
FSST Fidelity Sustainable U.S. Equity ETF 0.6 59 16 4.3 +5.8
FBCG Fidelity Blue Chip Growth ETF 0.6 59 16 2.8 +4.3
FDMO Fidelity Momentum Factor ETF 0.6 15 60 3.6 +5.1
OALC OneAscent Large Cap Core ETF 0.6 86 -11 4.1 +5.5
HDUS Hartford Disciplined US Equity ETF 0.6 19 56 5.7 +7.1
STXG Strive 1000 Growth ETF 0.6 18 57 3.8 +5.3
FYX First Trust Small Cap Core AlphaDEX Fund 0.6 61 14 5.9 +7.4
VOOV Vanguard S&P 500 Value ETF 0.6 7 68 6.3 +7.7
IVE iShares S&P 500 Value ETF 0.6 18 57 6.1 +7.6
SPYV SPDR Portfolio S&P 500 Value ETF 0.6 4 71 6.3 +7.7
DFAU Dimensional US Core Equity Market ETF 0.6 12 63 5.0 +6.5
IUSV iShares Core S&P US Value ETF 0.6 4 71 6.4 +7.9
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.6 20 55 4.7 +6.1
IVV iShares Core S&P 500 ETF 0.6 3 72 4.9 +6.4
SPLG SPDR Portfolio S&P 500 ETF 0.6 2 73 4.9 +6.4
SPY SPDR S&P 500 ETF Trust 0.6 9 66 4.9 +6.3
VOO Vanguard S&P 500 ETF 0.6 3 72 5.0 +6.4
JGRO JPMorgan Active Growth ETF 0.6 44 31 3.4 +4.9
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.6 3 72 5.1 +6.6
RVRB Reverb ETF 0.6 30 45 4.5 +6.0
FNDX Schwab Fundamental US Large Co. Index ETF 0.6 25 50 7.2 +8.7
IVW iShares S&P 500 Growth ETF 0.6 18 57 4.0 +5.4
VOOG Vanguard S&P 500 Growth ETF 0.6 7 68 4.1 +5.5
SPYG SPDR Portfolio S&P 500 Growth ETF 0.6 4 71 4.1 +5.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.6 20 55 6.4 +7.9
FNDB Schwab Fundamental US Broad Market Index ETF 0.6 25 50 7.2 +8.7
IUSG iShares Core S&P U.S. Growth ETF 0.6 4 71 4.2 +5.6
VSLU Applied Finance Valuation Large Cap ETF 0.6 49 26 5.6 +7.0
QUAL iShares MSCI USA Quality Factor ETF 0.6 15 60 5.4 +6.9
XHE SPDR S&P Health Care Equipment ETF 0.6 35 40 3.6 +5.1
XJH iShares ESG Screened S&P Mid-Cap ETF 0.6 12 63 7.0 +8.5
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.6 30 45 8.2 +9.7
DFAC Dimensional U.S. Core Equity 2 ETF 0.6 17 58 5.5 +6.9
DCOR Dimensional US Core Equity 1 ETF 0.6 14 61 5.3 +6.8
LRGF iShares U.S. Equity Factor ETF 0.6 8 67 5.4 +6.9
JSTC Adasina Social Justice All Cap Global ETF 0.6 89 -14 4.8 +6.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.6 19 56 6.3 +7.8
DEUS Xtrackers Russell US Multifactor ETF 0.6 17 58 7.0 +8.5
AVSC Avantis U.S Small Cap Equity ETF 0.6 25 50 5.5 +7.0
TOK iShares MSCI Kokusai ETF 0.5 26 49 5.0 +6.5
FNX First Trust Mid Cap Core AlphaDEX Fund 0.5 60 15 7.3 +8.7
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 0.5 5 70 7.9 +9.4
CCMG CCM Global Equity ETF 0.5 34 41 8.4 +9.9
JHMM John Hancock Multifactor Mid Cap ETF 0.5 42 33 6.3 +7.8
FNDA Schwab Fundamental US Small Co. Index ETF 0.5 25 50 8.2 +9.7
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.5 39 36 5.8 +7.3
IJJ iShares S&P Mid-Cap 400 Value ETF 0.5 18 57 8.6 +10.1
MDY SPDR S&P Midcap 400 ETF Trust 0.5 24 51 7.1 +8.6
BLES Inspire Global Hope ETF 0.5 61 14 6.8 +8.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.5 24 51 8.1 +9.5
IJH iShares Core S&P Mid-Cap ETF 0.5 5 70 7.3 +8.7
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.5 25 50 5.3 +6.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.5 20 55 5.6 +7.1
IJK iShares S&P Mid-Cap 400 Growth ETF 0.5 17 58 5.8 +7.3
IWX iShares Russell Top 200 Value ETF 0.5 20 55 6.2 +7.7
MDYV SPDR S&P 400 Mid Cap Value ETF 0.5 15 60 8.7 +10.1
FELC Fidelity Enhanced Large Cap Core ETF 0.5 18 57 5.2 +6.6
VFQY Vanguard U.S. Quality Factor ETF 0.5 13 62 6.3 +7.8
URTH iShares MSCI World ETF 0.5 24 51 5.1 +6.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.5 10 65 8.8 +10.3
IVOO Vanguard S&P Mid-Cap 400 ETF 0.5 7 68 7.4 +8.8
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.5 3 72 7.3 +8.8
PSC Principal U.S. Small-Cap ETF 0.5 38 37 6.8 +8.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.5 10 65 6.0 +7.5
DGT SPDR Global Dow ETF 0.5 50 25 7.0 +8.5
IWD iShares Russell 1000 Value ETF 0.5 19 56 6.4 +7.9
QVML Invesco S&P 500 QVM Multi-factor ETF 0.5 11 64 5.1 +6.6
GSPY Gotham Enhanced 500 ETF 0.5 50 25 5.2 +6.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.5 9 66 5.2 +6.7
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.5 15 60 5.8 +7.3
ADME Aptus Drawdown Managed Equity ETF 0.5 79 -4 4.1 +5.6
COPY Tweedy, Browne Insider + Value ETF 0.5 80 -5 11.8 +13.3
PRXG Praxis Impact Large Cap Growth ETF 0.5 36 39 3.6 +5.1
AOTG AOT Growth and Innovation ETF 0.5 75 0 1.7 +3.2
FDWM Fidelity Women's Leadership ETF 0.5 59 16 4.8 +6.3
LOWV AB US Low Volatility Equity ETF 0.5 48 27 5.2 +6.6
IMCV iShares Morningstar Mid-Cap Value ETF 0.5 6 69 8.0 +9.5
VONV Vanguard Russell 1000 Value ETF 0.5 7 68 6.5 +8.0
FUNL CornerCap Fundametrics Large-Cap ETF 0.5 50 25 7.2 +8.7
FAB First Trust Multi Cap Value AlphaDEX Fund 0.5 67 8 9.8 +11.2
SIXL ETC 6 Meridian Low Beta Equity ETF 0.5 80 -5 6.1 +7.6
VO Vanguard Mid-Cap ETF 0.5 4 71 5.7 +7.2
ACWI iShares MSCI ACWI ETF 0.5 32 43 5.5 +7.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.5 15 60 6.0 +7.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.5 60 15 3.9 +5.4
DIVB iShares Core Dividend ETF 0.5 5 70 8.0 +9.5
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.5 20 55 5.5 +7.0
FDVV Fidelity High Dividend ETF 0.5 15 60 7.6 +9.0
VUG Vanguard Growth ETF 0.4 4 71 4.0 +5.5
KLMT Invesco MSCI Global Climate 500 ETF 0.4 10 65 5.7 +7.2
IWS iShares Russell Mid-Cap Value ETF 0.4 23 52 6.7 +8.2
VT Vanguard Total World Stock ETF 0.4 6 69 5.9 +7.3
VLU SPDR S&P 1500 Value Tilt ETF 0.4 12 63 7.4 +8.9
APUE ActivePassive U.S. Equity ETF 0.4 45 30 4.6 +6.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.4 12 63 5.2 +6.6
ILCG iShares Morningstar Growth ETF 0.4 4 71 3.6 +5.1
EES WisdomTree U.S. SmallCap Fund 0.4 38 37 8.6 +10.1
SFYX SoFi Next 500 ETF 0.4 0 75 5.7 +7.2
INRO iShares U.S. Industry Rotation Active ETF 0.4 42 33 4.2 +5.7
EBI Longview Advantage ETF 0.4 35 40 6.5 +8.0
FVD First Trust Value Line Dividend Index Fund 0.4 65 10 6.2 +7.7
IJT iShares S&P Small-Cap 600 Growth ETF 0.4 18 57 5.4 +6.9
SHE SPDR MSCI USA Gender Diversity ETF 0.4 20 55 5.0 +6.5
MGK Vanguard Mega Cap Growth ETF 0.4 7 68 4.1 +5.5
OEF iShares S&P 100 ETF 0.4 20 55 4.5 +6.0
SLYG SPDR S&P 600 Small Cap Growth ETF 0.4 15 60 5.5 +6.9
VBR Vanguard Small Cap Value ETF 0.4 7 68 9.1 +10.5
ISCV iShares Morningstar Small Cap Value ETF 0.4 6 69 9.2 +10.7
DFAS Dimensional U.S. Small Cap ETF 0.4 26 49 6.3 +7.8
GQI Natixis Gateway Quality Income ETF 0.4 34 41 5.0 +6.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.4 9 66 5.7 +7.2
SQLV Royce Quant Small-Cap Quality Value ETF 0.4 60 15 9.2 +10.7
ONEO SPDR Russell 1000 Momentum Focus ETF 0.4 20 55 6.9 +8.4
JQUA JPMorgan U.S. Quality Factor ETF 0.4 12 63 5.8 +7.3
DXUV Dimensional US Vector Equity ETF 0.4 28 47 6.2 +7.6
JHSC John Hancock Multifactor Small Cap ETF 0.4 42 33 6.6 +8.0
RWL Invesco S&P 500 Revenue ETF 0.3 39 36 6.8 +8.3
DFUV Dimensional US Marketwide Value ETF 0.3 22 53 7.5 +8.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.3 25 50 5.9 +7.3
NANC Unusual Whales Subversive Democratic Trading ETF 0.3 75 0 3.7 +5.1
GLOF iShares Global Equity Factor ETF 0.3 20 55 6.5 +7.9
AFMC First Trust Active Factor Mid Cap ETF 0.3 65 10 8.4 +9.8
WCEO Hypatia Women CEO ETF 0.3 85 -10 3.7 +5.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.3 32 43 4.9 +6.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.3 29 46 4.4 +5.9
HAPI Harbor Human Capital Factor US Large Cap ETF 0.3 36 39 4.8 +6.2
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.3 43 32 6.1 +7.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.3 48 27 6.0 +7.5
NUSC Nuveen ESG Small-Cap ETF 0.3 31 44 5.3 +6.8
OPTZ Optimize Strategy Index ETF 0.3 50 25 4.6 +6.0
VEGN US Vegan Climate ETF 0.3 60 15 4.5 +5.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.3 4 71 6.1 +7.6
IJR iShares Core S&P Small Cap ETF 0.3 6 69 7.6 +9.0
HAPS Harbor Human Capital Factor US Small Cap ETF 0.3 60 15 3.9 +5.4
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.2 3 72 7.6 +9.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.2 45 30 4.4 +5.9
SMMD iShares Russell 2500 ETF 0.2 15 60 6.1 +7.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.2 24 51 7.7 +9.1
ESGG FlexShares STOXX Global ESG Select Index Fund 0.2 42 33 5.4 +6.8
STXM Strive Mid-Cap ETF 0.2 18 57 6.1 +7.6
SBIO ALPS Medical Breakthroughs ETF 0.2 50 25 0.0 +1.5
VFVA Vanguard U.S. Value Factor ETF 0.2 13 62 10.8 +12.3
DFLV Dimensional US Large Cap Value ETF 0.2 22 53 7.7 +9.2
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 36 9.3 +10.8
VFMF Vanguard U.S. Multifactor ETF 0.2 18 57 7.9 +9.4
VALQ American Century U.S. Quality Value ETF 0.2 29 46 7.7 +9.1
AVMC Avantis U.S. Mid Cap Equity ETF 0.2 18 57 6.8 +8.3
ISMD Inspire Small/Mid Cap ETF 0.2 54 21 5.5 +7.0
DFAT Dimensional U.S. Targeted Value ETF 0.1 28 47 9.2 +10.6
AVUQ Avantis U.S. Quality ETF 0.1 15 60 4.4 +5.8
GOP Unusual Whales Subversive Republican Trading ETF 0.1 50 25 5.5 +7.0
SPHQ Invesco S&P 500 Quality ETF 0.1 15 60 5.5 +6.9
EZM WisdomTree U.S. MidCap Fund 0.1 38 37 9.0 +10.4
AFLG First Trust Active Factor Large Cap ETF 0.1 55 20 6.3 +7.8
TXS Texas Capital Texas Equity Index ETF 0.1 49 26 5.6 +7.1
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 10 4.1 +5.6
ESIX SPDR S&P SmallCap 600 ESG ETF 0.1 12 63 7.9 +9.3
XJR iShares ESG Screened S&P Small-Cap ETF 0.1 12 63 7.3 +8.7
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.1 12 63 4.5 +6.0
IJS iShares S&P Small-Cap 600 Value ETF 0.1 18 57 9.7 +11.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.1 10 65 5.6 +7.0
VIOO Vanguard S&P Small-Cap 600 ETF 0.1 7 68 7.6 +9.0
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.1 10 65 9.7 +11.2
SLYV SPDR S&P 600 Small Cap Value ETF 0.1 15 60 9.7 +11.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.1 15 60 7.7 +9.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.1 29 46 8.2 +9.7
AUSF Global X Adaptive U.S. Factor ETF 0.1 27 48 8.7 +10.2
TAX Cambria Tax Aware ETF 0.1 49 26 5.0 +6.5
HLAL Wahed FTSE USA Shariah ETF 0.1 50 25 4.7 +6.2
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 26 6.8 +8.3
MTUM iShares MSCI USA Momentum Factor ETF 0.0 15 60 3.5 +4.9
NACP Impact Shares NAACP Minority Empowerment ETF 0.0 49 26 4.8 +6.3
DFSV Dimensional US Small Cap Value ETF 0.0 31 44 9.9 +11.4
IHI iShares U.S. Medical Devices ETF 0.0 40 35 3.9 +5.4
GWX SPDR S&P International Small Cap ETF 0.0 40 35 6.0 +7.5
VFMV Vanguard U.S. Minimum Volatility ETF 0.0 13 62 5.7 +7.2
THRO iShares U.S. Thematic Rotation Active ETF 0.0 90 -15 4.0 +5.4
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.0 39 36 9.6 +11.0
IETC iShares U.S. Tech Independence Focused ETF 0.0 18 57 3.7 +5.2
AVLV Avantis U.S. Large Cap Value ETF 0.0 15 60 7.7 +9.2

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:		 ARK Genomic Revolution ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

AVOID
Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity -45.5 %
Divided by: Fwd. P/BV 63.5 x
Less: Expense ratio 75 bp
Equals: ALTAR Score -1.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.50 CATEGORY
AVERAGE		 1.58
 
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.