Aztlan Global Stock Selection DM SMID ETF
ALTAR
Score™		 8.0% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 12.9x P/Sales
ratio		 0.9x
P/BV
ratio		 2.7x Div.
yield		 2.0%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
AZTD tracks an equal-weighted index of 27 mid- and small-cap stocks from developed markets, selected based on six factors: value, cashflow, capital structure, growth, EPS revisions, and price momentum.

FUND BASICS
Category Global Equities
Fund Sponsor Toroso Investments
Website www.aztlanetfs.com/
Inception date Aug 17, 2022
Assets (mns) $31
Currency USD
Expense ratio 75 bp
Distributions Annually

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 49
Wgt avg mkt cap (mns) $6,607
Large cap (>$10bn) 26.7%
Mid cap ($2-10bn) 65.1%
Small cap (<$2bn) 8.2%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
OSCAR HEALTH, INC. CLASS A 2.6 %
STERLING CONSTRUCTION CO 2.3 %
RENT-A-CENTER INC 2.2 %
TOAST, INC. CLASS A 2.2 %
CELESTICA INC 2.1 %
SKYWARD SPECIALTY INSURANCE GROUP, 2.1 %
CLEAR SECURE, INC. CLASS A 2.1 %
ROUND ONE CORP 2.1 %
PALOMAR HOLDINGS, INC. 2.1 %
PRO MEDICUS LIMITED 2.1 %
Total 21.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 40.1 %
JAPAN 11.8 %
BRITAIN 7.5 %
AUSTRALIA 6.0 %
GERMANY 5.3 %
CANADA 4.2 %
SPAIN 4.0 %
ITALY 3.9 %
SWITZERLAND 3.8 %
FINLAND 3.8 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
4.4% 16.0% -- -- 7.4%

Market Correlations
versus... Beta R-squared
S&P500 1.07 69%
MSCI EAFE 0.92 64%
MSCI Emg. Mkts. 0.79 54%

Technical Indicators
Recent close $26.01
30d moving avg. $23.23
Annualized volatility 17.4%
Short interest (ETF) 0.0%
Relative strength (RSI) 58

Liquidity measures
Avg. volume (thou.) 1
Turnover 0.1%
Bid/Ask (% of price) 0.71%
ADV underlying (mns) $1,847

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 697 potential alternatives to the Aztlan Global Stock Selection DM SMID ETF ETF based on the alternatives' overlap in portfolio holdings with AZTD. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: AZTD Expense: 75 bp ALTAR Score™: 8.0%


ALTERNATIVE ETFs BASED ON OVERLAP WITH AZTD
Ticker Fund
Name		 Overlap1
vs AZTD
(%)		 Expense
ratio
(bp)		 Savings
vs AZTD
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs AZTD
(%)
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 7.7 55 20 4.7 -3.3
RZG Invesco S&P Smallcap 600 Pure Growth ETF 6.3 35 40 4.3 -3.7
CSMD Congress SMid Growth ETF 6.2 69 6 4.0 -4.0
PKB Invesco Building & Construction ETF 6.1 62 13 4.6 -3.4
BUL Pacer US Cash Cows Growth ETF 5.9 60 15 6.1 -1.9
AMID Argent Mid Cap ETF Argent Mid Cap ETF 5.8 52 23 6.0 -2.0
SMCF Themes US Small Cap Cash Flow Champions ETF 5.7 29 46 13.2 +5.2
FEUZ First Trust Eurozone AlphaDEX ETF 5.1 80 -5 9.6 +1.6
XSHQ Invesco S&P SmallCap Quality ETF 5.0 29 46 8.3 +0.3
PFI Invesco Dorsey Wright Financial Momentum ETF 4.9 60 15 6.4 -1.6
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 4.8 95 -20 0.6 -7.4
HEAL Global X HealthTech ETF 4.7 50 25 -0.7 -8.7
FYC First Trust Small Cap Growth AlphaDEX Fund 4.6 71 4 0.5 -7.5
GRPM Invesco S&P MidCap 400 GARP ETF 4.5 35 40 9.4 +1.4
AVDV Avantis International Small Cap Value ETF 4.5 36 39 10.6 +2.6
FFTY Innovator IBD 50 ETF 4.5 80 -5 -0.4 -8.4
FEP First Trust Europe AlphaDEX Fund 4.3 80 -5 9.6 +1.6
RFG Invesco S&P Midcap 400 Pure Growth ETF 4.3 35 40 5.3 -2.7
CBSE Clough Select Equity ETF 4.3 85 -10 1.4 -6.6
KIE SPDR S&P Insurance ETF 4.3 35 40 6.5 -1.5
XMHQ Invesco S&P MidCap Quality ETF 4.3 25 50 6.8 -1.2
AIRR First Trust RBA American Industrial Renaissance ETF 4.3 70 5 5.8 -2.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 4.3 30 45 6.8 -1.2
OAIM OneAscent International Equity ETF 4.1 95 -20 6.2 -1.9
ABLS Abacus FCF Small Cap Leaders ETF 4.0 59 16 6.2 -1.8
PTF Invesco Dorsey Wright Technology Momentum ETF 4.0 60 15 1.3 -6.7
XRT SPDR S&P Retail ETF 3.9 35 40 8.8 +0.8
SFLO VictoryShares Small Cap Free Cash Flow ETF 3.9 49 26 12.3 +4.3
AFSM First Trust Active Factor Small Cap ETF 3.9 75 0 7.7 -0.4
PSCF Invesco S&P SmallCap Financials ETF 3.8 29 46 9.7 +1.7
IJT iShares S&P Small-Cap 600 Growth ETF 3.8 18 57 5.7 -2.3
TAX Cambria Tax Aware ETF 3.8 49 26 5.2 -2.9
EFNL iShares MSCI Finland ETF 3.8 56 19 7.2 -0.8
BFOR ALPS Barron's 400 ETF 3.7 65 10 6.1 -2.0
XSMO Invesco S&P SmallCap Momentum ETF 3.7 39 36 5.8 -2.2
IHAK iShares Cybersecurity & Tech ETF 3.7 47 28 3.5 -4.5
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 3.7 80 -5 5.0 -3.0
FYLD Cambria Foreign Shareholder Yield ETF 3.6 59 16 12.1 +4.1
SLYG SPDR S&P 600 Small Cap Growth ETF 3.6 15 60 5.7 -2.3
KCE SPDR S&P Capital Markets ETF 3.6 35 40 5.9 -2.1
FLOW Global X U.S. Cash Flow Kings 100 ETF 3.6 25 50 11.8 +3.8
INTF iShares International Equity Factor ETF 3.5 15 60 7.9 -0.1
FESM Fidelity Enhanced Small Cap ETF 3.5 28 47 8.1 +0.0
FKU First Trust United Kingdom AlphaDEX Fund 3.4 80 -5 7.6 -0.5
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 3.4 58 17 8.7 +0.7
PSCI Invesco S&P SmallCap Industrials ETF 3.4 29 46 5.8 -2.2
FDT First Trust Developed Markets ex-US AlphaDEX Fund 3.3 80 -5 10.5 +2.5
FDFF Fidelity Disruptive Finance ETF 3.2 50 25 4.0 -4.0
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 3.2 38 37 10.5 +2.5
CALF Pacer US Small Cap Cash Cows 100 ETF 3.2 59 16 11.5 +3.5
JSML Janus Henderson Small Cap Growth Alpha ETF 3.2 30 45 8.1 +0.1
DIM WisdomTree International MidCap Dividend Fund 3.2 58 17 7.8 -0.2
PSC Principal U.S. Small-Cap ETF 3.2 38 37 7.0 -1.0
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 3.1 60 15 2.1 -5.9
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.1 35 40 7.1 -0.9
OSCV Opus Small Cap Value ETF 3.1 79 -4 6.9 -1.1
FINX Global X FinTech ETF 3.0 68 7 2.5 -5.6
XITK SPDR FactSet Innovative Technology ETF 3.0 45 30 0.4 -7.6
DSMC Distillate Small/Mid Cash Flow ETF 3.0 55 20 13.5 +5.5
WCLD WisdomTree Cloud Computing Fund 2.9 45 30 1.4 -6.6
SQLV Royce Quant Small-Cap Quality Value ETF 2.8 60 15 10.0 +2.0
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.8 15 60 5.8 -2.2
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 2.8 65 10 3.7 -4.3
RFDI First Trust Riverfront Dynamic Developed International ETF 2.8 83 -8 9.8 +1.8
SMLF iShares U.S. SmallCap Equity Factor ETF 2.8 15 60 6.5 -1.5
CGV Conductor Global Equity Value ETF 2.8 130 -55 9.3 +1.3
SIXS ETC 6 Meridian Small Cap Equity ETF 2.7 89 -14 10.4 +2.4
FYX First Trust Small Cap Core AlphaDEX Fund 2.7 61 14 6.6 -1.4
GRPZ Invesco S&P SmallCap 600 GARP ETF 2.6 35 40 10.7 +2.7
PPIE Putnam PanAgora ESG International Equity ETF 2.6 49 26 7.6 -0.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 2.6 39 36 6.1 -1.9
XMVM Invesco S&P MidCap Value with Momentum ETF 2.6 39 36 9.8 +1.8
AFMC First Trust Active Factor Mid Cap ETF 2.6 65 10 8.7 +0.7
EFAD ProShares MSCI EAFE Dividend Growers ETF 2.5 50 25 5.9 -2.1
RNSC Furst Trust Small Cap US Equity Select ETF 2.5 60 15 5.9 -2.1
VAMO Cambria Value & Momentum ETF 2.5 61 14 6.7 -1.3
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 2.4 80 -5 9.9 +1.9
VIDI Vident International Equity Strategy ETF 2.4 61 14 11.3 +3.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.4 39 36 6.7 -1.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.3 15 60 6.1 -1.9
ABFL Abacus FCF Leaders ETF 2.3 59 16 5.4 -2.6
IWO iShares Russell 2000 Growth ETF 2.3 24 51 1.4 -6.6
VTWG Vanguard Russell 2000 Growth ETF 2.3 15 60 1.5 -6.5
HEDJ WisdomTree Europe Hedged Equity Fund 2.3 58 17 6.4 -1.6
JPIN J.P. Morgan Diversified Return International Equity ETF 2.3 37 38 8.8 +0.8
XMMO Invesco S&P MidCap Momentum ETF 2.2 34 41 5.5 -2.5
IEUS iShares MSCI Europe Small-Cap ETF 2.2 42 33 7.4 -0.6
LSAF LeaderShares AlphaFactor US Core Equity ETF 2.2 75 0 7.3 -0.7
VBK Vanguard Small-Cap Growth ETF 2.2 7 68 1.9 -6.1
EWA iShares MSCI Australia ETF 2.2 50 25 6.0 -2.1
ARKF ARK Fintech Innovation ETF 2.2 75 0 -0.4 -8.4
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 2.2 75 0 4.4 -3.6
TMFM Motley Fool Mid-Cap Growth ETF 2.2 85 -10 3.6 -4.4
TMFS Motley Fool Small-Cap Growth ETF 2.2 85 -10 3.4 -4.6
AOTG AOT Growth and Innovation ETF 2.2 75 0 2.0 -6.0
MVPA Miller Value Partners Appreciation ETF 2.2 60 15 8.5 +0.5
FXH First Trust Health Care AlphaDEX Fund 2.2 62 13 8.7 +0.7
CCNR ALPS CoreCommodity Natural Resources ETF 2.1 39 36 12.1 +4.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.1 64 11 2.3 -5.7
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 2.1 60 15 8.2 +0.2
IJR iShares Core S&P Small Cap ETF 2.1 6 69 8.0 +0.0
EES WisdomTree U.S. SmallCap Fund 2.1 38 37 9.3 +1.3
SPAM Themes Cybersecurity ETF 2.1 35 40 1.9 -6.1
RNMC First Trust Mid Cap US Equity Select ETF 2.1 60 15 6.2 -1.8
FDHT Fidelity Digital Health ETF 2.1 39 36 0.9 -7.1
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 2.0 24 51 7.7 -0.3
GOP Unusual Whales Subversive Republican Trading ETF 2.0 50 25 6.1 -2.0
SMRI Bushido Capital US Equity ETF 2.0 71 4 9.5 +1.5
NUMG Nuveen ESG Mid-Cap Growth ETF 2.0 31 44 2.5 -5.5
TINY ProShares Nanotechnology ETF 2.0 58 17 5.4 -2.6
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.0 9 66 4.7 -3.3
EDEN iShares MSCI Denmark ETF 2.0 53 22 6.9 -1.1
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 2.0 65 10 5.2 -2.9
SPSM SPDR Portfolio S&P 600 Small Cap ETF 2.0 3 72 8.1 +0.1
FSZ First Trust Switzerland AlphaDEX Fund 2.0 80 -5 4.9 -3.1
QVAL Alpha Architect US Quantitative Value ETF 2.0 39 36 10.0 +2.0
GDX VanEck Gold Miners ETF 2.0 51 24 4.8 -3.2
AUMI Themes Gold Miners ETF 2.0 35 40 6.2 -1.9
FXL First Trust Technology AlphaDEX Fund 2.0 61 14 5.7 -2.3
ADIV SmartETFs Asia Pacific Dividend Builder ETF 2.0 78 -3 9.9 +1.9
IMOM Alpha Architect International Quantitative Momentum ETF 2.0 49 26 4.6 -3.4
VFMO Vanguard U.S. Momentum Factor ETF 2.0 13 62 3.2 -4.8
EUDV ProShares MSCI Europe Dividend Growers ETF 2.0 55 20 5.8 -2.2
EFAS Global X MSCI SuperDividend EAFE ETF 2.0 57 18 8.4 +0.3
EWP iShares MSCI Spain ETF 2.0 50 25 7.7 -0.3
SAGP Strategas Global Policy Opportunities ETF 2.0 65 10 5.4 -2.7
FLAU Franklin FTSE Australia ETF 2.0 9 66 6.3 -1.7
XHS SPDR S&P Health Care Services ETF 1.9 35 40 3.5 -4.5
IVAL Alpha Architect International Quantitative Value ETF 1.9 49 26 11.5 +3.5
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.9 35 40 9.8 +1.8
FDLS Inspire Fidelis Multi Factor ETF 1.9 76 -1 5.1 -2.9
FSMD Fidelity Small-Mid Multifactor ETF 1.9 15 60 7.3 -0.8
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.9 60 15 5.9 -2.2
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.9 70 5 4.8 -3.2
STXK Strive Small-Cap ETF 1.9 18 57 6.4 -1.6
HELX Franklin Genomic Advancements ETF 1.9 50 25 -0.2 -8.2
FTXH First Trust Nasdaq Pharmaceuticals ETF 1.9 60 15 11.4 +3.4
XJR iShares ESG Screened S&P Small-Cap ETF 1.8 12 63 7.6 -0.4
SURE AdvisorShares Insiders Advantage ETF 1.8 90 -15 9.9 +1.9
PRN Invesco Dorsey Wright Industrials Momentum ETF 1.8 60 15 3.7 -4.4
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.8 35 40 8.1 +0.1
FGM First Trust Germany AlphaDEX Fund 1.8 80 -5 8.3 +0.3
RWK Invesco S&P MidCap 400 Revenue ETF 1.8 39 36 9.8 +1.8
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.8 75 0 4.9 -3.1
IJK iShares S&P Mid-Cap 400 Growth ETF 1.8 17 58 6.0 -2.0
BOTT Themes Robotics & Automation ETF 1.8 35 40 5.1 -2.9
SCHC Schwab International Small-Cap Equity ETF 1.8 11 64 7.1 -0.9
DFIS Dimensional International Small Cap ETF 1.8 39 36 7.8 -0.2
SCZ iShares MSCI EAFE Small-Cap ETF 1.8 40 35 7.4 -0.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.8 25 50 8.2 +0.2
VFMF Vanguard U.S. Multifactor ETF 1.8 18 57 8.3 +0.3
FMDE Fidelity Enhanced Mid Cap ETF 1.8 23 52 5.9 -2.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.8 15 60 6.0 -2.0
RSPH Invesco S&P 500 Equal Weight Health Care ETF 1.7 40 35 7.8 -0.2
DES WisdomTree U.S. SmallCap Dividend Fund 1.7 38 37 9.6 +1.6
QINT American Century Quality Diversified International ETF 1.7 39 36 7.6 -0.5
ISCF iShares International SmallCap Equity Factor ETF 1.7 23 52 8.7 +0.7
DIHP Dimensional International High Profitability ETF 1.7 29 46 7.3 -0.7
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.7 15 60 6.0 -2.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.7 15 60 8.1 +0.1
ICOW Pacer Developed Markets International Cash Cows 100 ETF 1.7 65 10 12.1 +4.0
TPSC Timothy Plan US Small Cap Core ETF 1.7 52 23 7.1 -0.9
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.7 36 39 12.3 +4.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.7 20 55 6.1 -1.9
ESIX SPDR S&P SmallCap 600 ESG ETF 1.7 12 63 8.6 +0.6
HWAY Themes US Infrastructure ETF 1.7 29 46 6.7 -1.3
RODE Hartford Multifactor Diversified International ETF 1.7 29 46 11.0 +3.0
FENI Fidelity Enhanced International ETF 1.7 28 47 6.9 -1.1
FXG First Trust Consumer Staples AlphaDEX Fund 1.6 63 12 7.9 -0.1
PBJ Invesco Food & Beverage ETF 1.6 57 18 4.8 -3.2
ECML Euclidean Fundamental Value ETF 1.6 95 -20 13.1 +5.1
FDEV Fidelity International Multifactor ETF 1.6 18 57 7.7 -0.4
RODM Hartford Multifactor Developed Markets (ex-US) ETF 1.6 29 46 8.1 +0.1
DSTX Distillate International Fundamental Stability & Value ETF 1.6 55 20 8.4 +0.4
IWP iShares Russell Mid-Cap Growth ETF 1.6 23 52 3.4 -4.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.6 29 46 8.9 +0.9
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.6 30 45 12.3 +4.3
SYLD Cambria Shareholder Yield ETF 1.6 59 16 11.8 +3.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.6 17 58 6.1 -2.0
NUSC Nuveen ESG Small-Cap ETF 1.6 31 44 5.6 -2.4
UIVM VictoryShares International Value Momentum ETF 1.6 35 40 9.6 +1.6
IFRA iShares U.S. Infrastructure ETF 1.6 30 45 6.5 -1.5
VIOO Vanguard S&P Small-Cap 600 ETF 1.6 10 65 8.0 +0.0
DFAS Dimensional U.S. Small Cap ETF 1.6 26 49 6.8 -1.2
GVLU Gotham 1000 Value ETF 1.6 50 25 9.1 +1.1
TTAI FCF International Quality ETF 1.6 59 16 7.1 -0.9
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 1.6 65 10 1.0 -7.0
EZM WisdomTree U.S. MidCap Fund 1.6 38 37 9.4 +1.4
WTV WisdomTree US Value Fund of Benef Interest 1.6 12 63 9.3 +1.3
FTC First Trust Large Cap Growth AlphaDEX Fund 1.5 59 16 2.9 -5.1
DFIC Dimensional International Core Equity 2 ETF 1.5 23 52 7.8 -0.2
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.5 68 7 2.6 -5.5
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 1.5 25 50 7.4 -0.6
SIXL ETC 6 Meridian Low Beta Equity ETF 1.5 80 -5 6.1 -1.9
DWMF WisdomTree International Multifactor Fund 1.5 38 37 7.0 -1.0
XSW SPDR S&P Software & Services ETF 1.5 35 40 1.8 -6.2
VWID Virtus WMC International Dividend ETF 1.5 49 26 8.9 +0.8
PSCT Invesco S&P SmallCap Information Technology ETF 1.5 29 46 5.5 -2.5
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.5 20 55 5.7 -2.3
SCJ iShares MSCI Japan Small-Cap ETF 1.5 50 25 7.3 -0.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.5 70 5 2.9 -5.1
AVIV Avantis International Large Cap Value ETF 1.5 25 50 9.1 +1.1
IWM iShares Russell 2000 ETF 1.5 19 56 4.7 -3.3
ARKW ARK Next Generation Internet ETF 1.5 87 -12 -0.6 -8.7
GLOF iShares Global Equity Factor ETF 1.5 20 55 6.9 -1.1
VTWO Vanguard Russell 2000 ETF 1.5 10 65 4.7 -3.3
FXD First Trust Consumer Discretionary AlphaDEX Fund 1.5 61 14 7.7 -0.3
BKSE BNY Mellon US Small Cap Core Equity ETF 1.5 4 71 6.3 -1.7
IPKW Invesco International BuyBack Achievers ETF 1.4 55 20 14.5 +6.5
AVSC Avantis U.S Small Cap Equity ETF 1.4 25 50 6.3 -1.7
EWUS iShares MSCI United Kingdom Small Cap ETF 1.4 59 16 7.4 -0.6
ISCG iShares Morningstar Small-Cap Growth ETF 1.4 6 69 2.9 -5.1
DFSI Dimensional International Sustainability Core 1 ETF 1.4 24 51 6.6 -1.4
FDRV Fidelity Electric Vehicles and Future Transportation ETF 1.4 39 36 -1.2 -9.2
RSSL Global X Russell 2000 ETF 1.4 8 67 4.7 -3.3
EPP iShares MSCI Pacific ex-Japan ETF 1.4 47 28 5.5 -2.5
AVUV Avantis U.S. Small Cap Value ETF 1.4 25 50 10.5 +2.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.4 7 68 6.3 -1.7
VB Vanguard Small-Cap ETF 1.4 5 70 6.3 -1.7
DSTL Distillate US Fundamental Stability & Value ETF 1.4 39 36 8.4 +0.4
BRIF FIS Bright Portfolios Focused Equity ETF 1.4 65 10 4.6 -3.4
GSIE Goldman Sachs ActiveBeta International Equity ETF 1.4 25 50 7.3 -0.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.4 24 51 8.0 +0.0
TPIF Timothy Plan International ETF 1.4 62 13 6.4 -1.6
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.3 39 36 10.0 +1.9
AVDE Avantis International Equity ETF 1.3 23 52 7.9 -0.1
FNDA Schwab Fundamental US Small Co. Index ETF 1.3 25 50 8.2 +0.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.3 15 60 5.4 -2.7
AVSD Avantis Responsible International Equity ETF 1.3 23 52 5.9 -2.2
TMFX Motley Fool Next Index ETF 1.3 50 25 2.8 -5.2
VXF Vanguard Extended Market ETF 1.3 6 69 5.0 -3.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.3 65 10 3.4 -4.6
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 1.3 58 17 6.8 -1.2
TRFM AAM Transformers ETF 1.2 49 26 1.7 -6.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.2 18 57 7.8 -0.3
XJH iShares ESG Screened S&P Mid-Cap ETF 1.2 12 63 7.3 -0.7
ANEW ProShares MSCI Transformational Changes ETF 1.2 45 30 6.2 -1.8
EUDG WisdomTree Europe Quality Dividend Growth Fund 1.2 58 17 6.8 -1.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.2 24 51 8.2 +0.2
CGGO Capital Group Global Growth Equity ETF 1.2 47 28 4.9 -3.1
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.2 15 60 7.5 -0.5
ROE Astoria US Quality Kings ETF 1.2 49 26 6.7 -1.3
ISCB iShares Morningstar Small-Cap ETF 1.2 4 71 6.3 -1.7
RBLD First Trust Alerian US NextGen Infrastructure ETF 1.2 65 10 5.1 -2.9
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 1.2 19 56 6.2 -1.8
KBE SPDR S&P Bank ETF 1.2 35 40 9.9 +1.9
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 1.1 39 36 6.9 -1.1
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.1 60 15 10.1 +2.1
IQDG WisdomTree International Quality Dividend Growth Fund 1.1 42 33 7.1 -0.9
FPX First Trust US Equity Opportunities ETF 1.1 61 14 1.1 -6.9
VFQY Vanguard U.S. Quality Factor ETF 1.1 13 62 6.4 -1.6
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.1 45 30 4.4 -3.6
STXM Strive Mid-Cap ETF 1.1 18 57 6.5 -1.6
IAK iShares U.S. Insurance ETF 1.1 40 35 6.5 -1.6
MDY SPDR S&P Midcap 400 ETF Trust 1.1 24 51 7.4 -0.6
IJH iShares Core S&P Mid-Cap ETF 1.1 5 70 7.6 -0.4
TTAC FCF US Quality ETF 1.1 59 16 6.2 -1.8
FJP First Trust Japan AlphaDEX Fund 1.1 80 -5 10.1 +2.1
HAPS Harbor Human Capital Factor US Small Cap ETF 1.1 60 15 4.3 -3.8
DISV Dimensional International Small Cap Value ETF 1.1 42 33 9.8 +1.8
IDV iShares International Select Dividend ETF 1.1 51 24 12.0 +4.0
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.1 30 45 8.4 +0.4
HAIL SPDR S&P Kensho Smart Mobility ETF 1.1 45 30 2.6 -5.4
FYT First Trust Small Cap Value AlphaDEX Fund 1.1 73 2 11.6 +3.6
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.1 3 72 7.6 -0.4
IVOO Vanguard S&P Mid-Cap 400 ETF 1.1 10 65 7.6 -0.5
FIVA Fidelity International Value Factor ETF 1.1 18 57 10.5 +2.5
THRO iShares U.S. Thematic Rotation Active ETF 1.1 90 -15 4.1 -3.9
IHF iShares U.S. Healthcare Providers ETF 1.0 40 35 7.9 -0.1
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 1.0 29 46 11.0 +2.9
IBBQ Invesco Nasdaq Biotechnology ETF 1.0 19 56 0.8 -7.2
DFAT Dimensional U.S. Targeted Value ETF 1.0 28 47 10.0 +2.0
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.0 15 60 8.2 +0.2
SFYX SoFi Next 500 ETF 1.0 0 75 5.9 -2.2
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.0 48 27 8.3 +0.2
FNDC Schwab Fundamental International Small Co. Index ETF 1.0 39 36 6.2 -1.8
USMF WisdomTree U.S. Multifactor Fund 1.0 28 47 6.7 -1.4
SMMD iShares Russell 2500 ETF 1.0 15 60 6.6 -1.4
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 1.0 7 68 7.1 -0.9
ISMD Inspire Small/Mid Cap ETF 1.0 54 21 6.1 -1.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.0 4 71 6.3 -1.7
PBD Invesco Global Clean Energy ETF 1.0 75 0 0.5 -7.5
XSLV Invesco S&P SmallCap Low Volatility ETF 1.0 25 50 7.8 -0.2
FNX First Trust Mid Cap Core AlphaDEX Fund 1.0 60 15 7.8 -0.2
ETHO Etho Climate Leadership U.S. ETF 1.0 47 28 5.6 -2.4
DEEP Roundhill Acquirers Deep Value ETF 1.0 80 -5 18.6 +10.5
BUYZ Franklin Disruptive Commerce ETF 1.0 50 25 2.3 -5.7
KNO AXS Knowledge Leaders ETF 1.0 78 -3 6.1 -1.9
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.0 35 40 11.4 +3.4
CIL VictoryShares International Volatility Wtd ETF 1.0 45 30 6.8 -1.2
FLDZ RiverNorth Patriot ETF 0.9 75 0 5.8 -2.2
TXS Texas Capital Texas Equity Index ETF 0.9 49 26 5.8 -2.2
SMDV ProShares Russell 2000 Dividend Growers ETF 0.9 40 35 7.5 -0.5
SCHM Schwab U.S. Mid-Cap ETF 0.9 4 71 6.9 -1.1
ISCV iShares Morningstar Small Cap Value ETF 0.9 6 69 9.7 +1.7
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.9 56 19 12.3 +4.3
ONEO SPDR Russell 1000 Momentum Focus ETF 0.9 20 55 7.1 -1.0
WCEO Hypatia Women CEO ETF 0.9 85 -10 4.8 -3.3
IBB iShares Biotechnology ETF 0.9 45 30 0.9 -7.1
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.9 39 36 8.6 +0.6
FCPI Fidelity Stocks for Inflation ETF 0.9 15 60 7.6 -0.4
SRHQ SRH U.S. Quality ETF 0.9 35 40 7.5 -0.6
FDTX Fidelity Disruptive Technology ETF 0.9 50 25 2.8 -5.2
AGNG Global X Aging Population ETF 0.9 50 25 5.0 -3.1
OCEN IQ Clean Oceans ETF 0.9 45 30 6.6 -1.5
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.9 60 15 6.2 -1.9
GQQQ Astoria US Quality Growth Kings ETF 0.9 35 40 4.9 -3.1
FDMO Fidelity Momentum Factor ETF 0.9 15 60 3.9 -4.1
ABLG Abacus FCF International Leaders ETF 0.9 59 16 6.2 -1.8
IBOT Vaneck Robotics ETF 0.9 47 28 4.7 -3.3
DFAI Dimensional International Core Equity Market ETF 0.8 18 57 7.5 -0.6
SCHA Schwab U.S. Small-Cap ETF 0.8 4 71 6.5 -1.6
JSTC Adasina Social Justice All Cap Global ETF 0.8 89 -14 4.5 -3.5
COPY Tweedy, Browne Insider + Value ETF 0.8 80 -5 12.6 +4.6
IQM Franklin Intelligent Machines ETF 0.8 50 25 2.3 -5.8
JIG JPMorgan International Growth ETF 0.8 55 20 4.7 -3.3
DVLU First Trust Dorsey Wright Momentum & Value ETF 0.8 60 15 7.8 -0.3
IDRV iShares Self-driving EV & Tech ETF 0.8 47 28 2.5 -5.5
DTAN Sparkline International Intangible Value ETF 0.8 55 20 8.4 +0.4
NIXT Research Affiliates Deletions ETF 0.8 9 66 5.8 -2.2
RFV Invesco S&P Midcap 400 Pure Value ETF 0.8 35 40 14.0 +6.0
QGRO American Century U.S. Quality Growth ETF 0.8 29 46 3.5 -4.5
MOO VanEck Agribusiness ETF 0.8 53 22 10.5 +2.5
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.8 47 28 9.8 +1.8
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.8 15 60 9.4 +1.4
ROSC Hartford Multifactor Small Cap ETF 0.8 34 41 10.1 +2.1
DFNV Donoghue Forlines Innovation ETF 0.8 69 6 4.4 -3.6
JMOM JPMorgan U.S. Momentum Factor ETF 0.8 12 63 4.6 -3.4
SVAL iShares US Small Cap Value Factor ETF 0.8 20 55 11.2 +3.2
MXI iShares Global Materials ETF 0.8 41 34 8.0 -0.0
DWM WisdomTree International Equity Fund 0.8 48 27 7.7 -0.3
IPAC iShares Core MSCI Pacific ETF 0.8 9 66 7.0 -1.0
IMTM iShares MSCI Intl Momentum Factor ETF 0.8 30 45 5.5 -2.5
SKYY First Trust Cloud Computing ETF 0.8 60 15 3.0 -5.0
FXO First Trust Financials AlphaDEX Fund 0.8 62 13 8.5 +0.5
EWU iShares MSCI United Kingdom ETF 0.8 50 25 8.6 +0.6
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.8 20 55 5.0 -3.0
VBR Vanguard Small Cap Value ETF 0.8 7 68 9.4 +1.4
IDHQ Invesco S&P International Developed High Quality ETF 0.7 29 46 6.7 -1.4
EFG iShares MSCI EAFE Growth ETF 0.7 36 39 4.4 -3.6
KOCG FIS Knights of Columbus Global Belief ETF 0.7 75 0 5.1 -2.9
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.7 49 26 7.4 -0.6
PDP Invesco Dorsey Wright Momentum ETF 0.7 62 13 3.7 -4.3
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.7 35 40 9.6 +1.5
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.7 40 35 7.7 -0.3
DTH WisdomTree International High Dividend Fund 0.7 58 17 9.1 +1.1
RPG Invesco S&P 500 Pure Growth ETF 0.7 35 40 3.3 -4.7
IMCG iShares Morningstar Mid-Cap Growth ETF 0.7 6 69 4.1 -3.9
IEFA iShares Core MSCI EAFE ETF 0.7 7 68 7.3 -0.7
SPDW SPDR Portfolio Developed World ex-US ETF 0.7 3 72 7.4 -0.7
SHPP Pacer Industrials and Logistics ETF 0.7 60 15 8.3 +0.3
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.7 43 32 6.3 -1.7
IDMO Invesco S&P International Developed Momentum ETF 0.7 25 50 5.5 -2.5
VUSE Vident U.S. Equity Strategy ETF 0.7 50 25 4.5 -3.5
DMXF iShares ESG Advanced MSCI EAFE ETF 0.7 12 63 5.5 -2.5
DWX SPDR S&P International Dividend ETF 0.7 45 30 6.2 -1.8
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.7 56 19 6.4 -1.6
EBI Longview Advantage ETF 0.7 35 40 6.9 -1.2
IDEV iShares Core MSCI International Developed Markets ETF 0.7 4 71 7.3 -0.7
IEUR iShares Core MSCI Europe ETF 0.7 11 64 7.4 -0.6
FNK First Trust Mid Cap Value AlphaDEX Fund 0.7 70 5 11.7 +3.6
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.7 60 15 10.1 +2.1
FLGB Franklin FTSE United Kingdom ETF 0.7 9 66 8.0 -0.0
VGK Vanguard FTSE Europe ETF 0.7 11 64 7.4 -0.6
SPEU SPDR Portfolio Europe ETF 0.7 7 68 7.4 -0.6
SPVM Invesco S&P 500 Value with Momentum ETF 0.7 39 36 8.5 +0.4
DON WisdomTree U.S. MidCap Dividend Fund 0.7 38 37 8.9 +0.9
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.6 12 63 6.3 -1.8
JHMM John Hancock Multifactor Mid Cap ETF 0.6 42 33 6.5 -1.5
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.6 42 33 6.7 -1.3
IBUY Amplify Online Retail ETF 0.6 65 10 3.0 -5.1
IWN iShares Russell 2000 Value ETF 0.6 24 51 8.1 +0.1
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.6 45 30 9.2 +1.2
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.6 79 -4 5.1 -2.9
ESGD iShares ESG Aware MSCI EAFE ETF 0.6 20 55 7.0 -1.0
VTWV Vanguard Russell 2000 Value ETF 0.6 15 60 8.1 +0.1
VPL Vanguard FTSE Pacific ETF 0.6 8 67 7.5 -0.5
EQAL Invesco Russell 1000 Equal Weight ETF 0.6 20 55 7.1 -1.0
LST Leuthold Select Industries ETF 0.6 91 -16 5.6 -2.4
AIVI WisdomTree International AI Enhanced Value Fund 0.6 58 17 7.4 -0.6
DXJ WisdomTree Japan Hedged Equity Fund 0.6 48 27 8.3 +0.3
RFEU First Trust Riverfront Dynamic Europe ETF 0.6 83 -8 10.6 +2.5
JHID John Hancock International High Dividend ETF 0.6 46 29 11.0 +3.0
ITAN Sparkline Intangible Value ETF 0.6 50 25 6.5 -1.5
HAP VanEck Natural Resources ETF 0.6 50 25 10.1 +2.1
BULD Pacer BlueStar Engineering the Future ETF 0.6 60 15 1.6 -6.4
CGGR Capital Group Growth ETF 0.6 39 36 3.4 -4.7
VEA Vanguard FTSE Developed Markets ETF 0.6 5 70 7.5 -0.5
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 0.6 32 43 6.0 -2.1
SCHF Schwab International Equity ETF 0.6 6 69 7.6 -0.4
FEX First Trust Large Cap Core AlphaDEX Fund 0.6 59 16 6.2 -1.8
FNDF Schwab Fundamental International Large Co. Index ETF 0.6 25 50 10.0 +2.0
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.6 45 30 6.7 -1.3
INEQ Columbia International Equity Income ETF 0.5 45 30 8.7 +0.7
GSID Goldman Sachs MarketBeta International Equity ETF 0.5 20 55 7.2 -0.9
JQUA JPMorgan U.S. Quality Factor ETF 0.5 12 63 5.9 -2.1
PKW Invesco Buyback Achievers ETF 0.5 62 13 7.6 -0.4
PTL Inspire 500 ETF 0.5 9 66 5.5 -2.5
JXI iShares Global Utilities ETF 0.5 43 32 5.9 -2.1
DEUS Xtrackers Russell US Multifactor ETF 0.5 17 58 7.0 -1.0
CLNR IQ Cleaner Transport ETF 0.5 45 30 6.9 -1.1
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.5 46 29 10.6 +2.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.5 20 55 6.6 -1.4
DFAC Dimensional U.S. Core Equity 2 ETF 0.5 17 58 5.8 -2.2
AVSU Avantis Responsible U.S. Equity ETF 0.5 15 60 6.3 -1.8
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.5 20 55 6.7 -1.3
QDF FlexShares Quality Dividend Index Fund 0.5 37 38 6.5 -1.5
DIVI Franklin International Core Dividend Tilt Index ETF 0.5 9 66 8.2 +0.2
IWR iShares Russell Midcap ETF 0.5 19 56 5.9 -2.1
JHMD John Hancock Multifactor Developed International ETF 0.5 39 36 7.8 -0.2
JPXN iShares JPX-Nikkei 400 ETF 0.5 48 27 7.4 -0.6
VIS Vanguard Industrials ETF 0.5 10 65 4.7 -3.3
DFIV Dimensional International Value ETF 0.5 27 48 10.2 +2.2
LRGF iShares U.S. Equity Factor ETF 0.5 8 67 5.7 -2.3
QDEF FlexShares Quality Dividend Defensive Index Fund 0.5 37 38 6.2 -1.8
JAVA JPMorgan Active Value ETF 0.5 44 31 6.6 -1.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.5 38 37 6.2 -1.8
AUSF Global X Adaptive U.S. Factor ETF 0.5 27 48 9.3 +1.3
VIGI Vanguard International Dividend Appreciation ETF 0.5 15 60 6.2 -1.8
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.5 55 20 10.6 +2.6
AVLV Avantis U.S. Large Cap Value ETF 0.5 15 60 8.0 +0.0
EFA iShares MSCI EAFE ETF 0.5 35 40 7.0 -1.0
FLJP Franklin FTSE Japan ETF 0.5 9 66 7.0 -1.0
FLJH Franklin FTSE Japan Hedged ETF 0.5 9 66 6.8 -1.2
IWC iShares Micro-Cap ETF 0.5 60 15 -0.7 -8.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.5 52 23 5.5 -2.5
FLQL Franklin LibertyQ U.S. Equity ETF 0.5 15 60 5.6 -2.4
FLEE Franklin FTSE Europe ETF 0.5 9 66 7.3 -0.8
HFXI IQ FTSE International Equity Currency Neutral ETF 0.5 20 55 7.3 -0.8
IMFL Invesco International Developed Dynamic Multifactor ETF 0.5 34 41 6.0 -2.0
FELC Fidelity Enhanced Large Cap Core ETF 0.5 18 57 5.4 -2.6
IEV iShares Europe ETF 0.5 67 8 6.9 -1.1
IXUS iShares Core MSCI Total International Stock ETF 0.5 7 68 8.2 +0.2
VEGI iShares MSCI Agriculture Producers ETF 0.5 39 36 8.6 +0.5
VFH Vanguard Financials ETF 0.5 10 65 6.5 -1.6
IVLU iShares MSCI Intl Value Factor ETF 0.5 30 45 11.0 +3.0
RFDA RiverFront Dynamic US Dividend Advantage ETF 0.5 52 23 7.0 -1.0
WBIY WBI Power Factor High Dividend ETF 0.5 100 -25 17.1 +9.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.5 35 40 6.1 -1.9
BKIE BNY Mellon International Equity ETF 0.5 4 71 7.3 -0.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.5 58 17 5.4 -2.6
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.5 46 29 6.6 -1.4
VALQ American Century U.S. Quality Value ETF 0.5 29 46 7.7 -0.3
IDLV Invesco S&P International Developed Low Volatility ETF 0.5 25 50 6.6 -1.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.5 49 26 4.3 -3.7
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.5 20 55 6.5 -1.5
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.5 36 39 6.7 -1.3
IQSI IQ Candriam International Equity ETF 0.5 15 60 6.7 -1.3
ITB iShares U.S. Home Construction ETF 0.4 40 35 12.3 +4.3
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.4 59 16 6.3 -1.7
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 0.4 80 -5 5.5 -2.5
RCGE RockCreek Global Equality ETF 0.4 95 -20 6.4 -1.6
DFSU Dimensional US Sustainability Core 1 ETF 0.4 18 57 5.6 -2.4
OPTZ Optimize Strategy Index ETF 0.4 50 25 5.1 -2.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 0.4 15 60 4.4 -3.7
DFJ WisdomTree Japan SmallCap Dividend Fund 0.4 58 17 8.5 +0.5
VXUS Vanguard Total International Stock ETF 0.4 7 68 8.2 +0.2
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 0.4 58 17 8.2 +0.2
DLS WisdomTree International SmallCap Dividend Fund 0.4 58 17 8.7 +0.7
FNCL Fidelity MSCI Financials Index ETF 0.4 8 67 6.4 -1.6
FAB First Trust Multi Cap Value AlphaDEX Fund 0.4 67 8 10.5 +2.5
AIEQ AI Powered Equity ETF 0.4 75 0 5.3 -2.7
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.4 70 5 4.9 -3.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.4 80 -5 8.1 +0.0
VFVA Vanguard U.S. Value Factor ETF 0.4 13 62 11.5 +3.5
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.4 14 61 6.4 -1.6
FIDU Fidelity MSCI Industrial Index ETF 0.4 8 67 4.6 -3.4
FELV Fidelity Enhanced Large Cap Value ETF 0.4 18 57 6.9 -1.1
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 0.4 40 35 4.3 -3.7
CZA Invesco Zacks Mid-Cap ETF 0.4 72 3 6.5 -1.6
PAVE Global X U.S. Infrastructure Development ETF 0.4 47 28 5.7 -2.3
FVAL Fidelity Value Factor ETF 0.4 15 60 7.2 -0.8
IQLT iShares MSCI Intl Quality Factor ETF 0.4 30 45 6.3 -1.7
DCOR Dimensional US Core Equity 1 ETF 0.4 14 61 5.6 -2.4
BBEU JPMorgan BetaBuilders Europe ETF 0.4 9 66 7.2 -0.8
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.4 30 45 8.2 +0.2
IMCB iShares Morningstar Mid-Cap ETF 0.4 4 71 6.1 -1.9
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.4 20 55 7.6 -0.4
VSGX Vanguard ESG International Stock ETF 0.4 12 63 8.0 -0.0
IJJ iShares S&P Mid-Cap 400 Value ETF 0.4 18 57 9.2 +1.2
MDYV SPDR S&P 400 Mid Cap Value ETF 0.4 15 60 9.2 +1.2
SIZE iShares MSCI USA Size Factor ETF 0.4 15 60 5.9 -2.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.4 15 60 9.2 +1.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.4 25 50 6.0 -2.0
GINN Goldman Sachs Innovate Equity ETF 0.4 52 23 4.1 -3.9
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.4 30 45 7.1 -0.9
IEDI iShares U.S. Consumer Focused ETF 0.4 18 57 5.2 -2.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.4 29 46 6.6 -1.4
QLC FlexShares US Quality Large Cap Index Fund 0.4 25 50 5.7 -2.3
AVUS Avantis U.S. Equity ETF 0.4 15 60 6.1 -2.0
EUSA iShares MSCI USA Equal Weighted ETF 0.4 9 66 6.2 -1.8
VEU Vanguard FTSE All-World ex-US Index Fund 0.3 8 67 8.4 +0.3
BOUT Innovator IBD Breakout Opportunities ETF 0.3 81 -6 3.1 -4.9
EZU iShares MSCI Eurozone ETF 0.3 52 23 6.8 -1.2
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.3 18 57 8.0 +0.0
SXQG ETC 6 Meridian Quality Growth ETF 0.3 100 -25 4.4 -3.6
DFSV Dimensional US Small Cap Value ETF 0.3 31 44 10.8 +2.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 66 6.1 -2.0
ONEY SPDR Russell 1000 Yield Focus ETF 0.3 20 55 9.8 +1.8
DWLD Davis Select Worldwide ETF 0.3 63 12 7.6 -0.4
AIS VistaShares Artificial Intelligence Supercycle ETF 0.3 75 0 3.9 -4.1
ACWX iShares MSCI ACWI ex U.S. ETF 0.3 34 41 8.0 -0.0
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.3 80 -5 12.3 +4.3
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 0.3 61 14 6.8 -1.2
IJS iShares S&P Small-Cap 600 Value ETF 0.3 18 57 10.5 +2.5
LQPE PEO AlphaQuest Thematic PE ETF 0.3 125 -50 6.6 -1.4
JVAL JPMorgan U.S. Value Factor ETF 0.3 12 63 8.6 +0.6
IYH iShares U.S. Healthcare ETF 0.3 40 35 7.1 -0.9
HLGE Hartford Longevity Economy ETF 0.3 44 31 6.4 -1.6
IGRO iShares International Dividend Growth ETF 0.3 15 60 7.3 -0.7
SLYV SPDR S&P 600 Small Cap Value ETF 0.3 15 60 10.5 +2.5
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.3 15 60 10.5 +2.5
CWI SPDR MSCI ACWI ex-US ETF 0.3 30 45 8.0 -0.1
EXI iShares Global Industrials ETF 0.3 42 33 4.6 -3.4
CFA VictoryShares US 500 Volatility Wtd ETF 0.3 35 40 5.9 -2.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.3 40 35 5.9 -2.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.3 25 50 6.0 -2.0
DFAU Dimensional US Core Equity Market ETF 0.3 12 63 5.3 -2.7
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.3 41 34 7.7 -0.3
KXI iShares Global Consumer Staples ETF 0.3 41 34 5.4 -2.6
VT Vanguard Total World Stock ETF 0.3 7 68 6.2 -1.9
VHT Vanguard Health Care ETF 0.3 10 65 6.3 -1.8
HKND Humankind US Stock ETF 0.3 11 64 7.4 -0.6
FDWM Fidelity Women's Leadership ETF 0.3 59 16 5.2 -2.8
FHLC Fidelity MSCI Health Care Index ETF 0.3 8 67 6.5 -1.6
GWX SPDR S&P International Small Cap ETF 0.2 40 35 6.7 -1.3
CZAR Themes Natural Monopoly ETF 0.2 35 40 5.6 -2.4
ESGG FlexShares STOXX Global ESG Select Index Fund 0.2 42 33 5.6 -2.4
VYMI Vanguard International High Dividend Yield ETF 0.2 22 53 9.9 +1.9
EFV iShares MSCI EAFE Value ETF 0.2 34 41 9.4 +1.4
RAYD Rayliant Quantitative Developed Market Equity ETF 0.2 80 -5 4.6 -3.4
VFMV Vanguard U.S. Minimum Volatility ETF 0.2 13 62 5.7 -2.4
IYJ iShares U.S. Industrials ETF 0.2 40 35 4.5 -3.5
VLU SPDR S&P 1500 Value Tilt ETF 0.2 12 63 7.8 -0.2
IXJ iShares Global Healthcare ETF 0.2 42 33 7.2 -0.8
DFUV Dimensional US Marketwide Value ETF 0.2 22 53 8.0 -0.1
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 0.2 8 67 5.5 -2.5
RXI iShares Global Consumer Discretionary ETF 0.2 41 34 8.9 +0.9
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.2 12 63 7.5 -0.5
SUSA iShares MSCI USA ESG Select ETF 0.2 25 50 4.9 -3.1
JHSC John Hancock Multifactor Small Cap ETF 0.2 42 33 7.0 -1.0
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.2 8 67 4.6 -3.4
RSP Invesco S&P 500 Equal Weight ETF 0.2 20 55 6.5 -1.5
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.2 40 35 3.8 -4.2
ONEQ Fidelity Nasdaq Composite Index ETF 0.2 21 54 4.0 -4.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.2 12 63 4.6 -3.4
VDC Vanguard Consumer Staples ETF 0.2 10 65 5.5 -2.5
VCR Vanguard Consumer Discretionary ETF 0.2 10 65 4.6 -3.4
ESGV Vanguard ESG U.S. Stock ETF 0.2 9 66 4.9 -3.1
IWF iShares Russell 1000 Growth ETF 0.2 19 56 4.5 -3.5
VONG Vanguard Russell 1000 Growth ETF 0.2 8 67 4.6 -3.4
LVHI Franklin International Low Volatility High Dividend Index ET 0.2 40 35 10.8 +2.8
DFUS Dimensional U.S. Equity ETF 0.2 9 66 5.1 -2.9
RECS Columbia Research Enhanced Core ETF 0.2 15 60 6.1 -2.0
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.2 25 50 7.8 -0.2
RAFE PIMCO RAFI ESG U.S. ETF 0.2 29 46 7.5 -0.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.2 14 61 5.1 -2.9
IWV iShares Russell 3000 ETF 0.2 20 55 5.0 -3.0
VTHR Vanguard Russell 3000 ETF 0.2 10 65 5.1 -2.9
VTI Vanguard Total Stock Market ETF 0.2 3 72 5.1 -2.9
FLGR Franklin FTSE Germany ETF 0.2 9 66 6.8 -1.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.2 3 72 5.1 -2.9
IYW iShares U.S. Technology ETF 0.2 40 35 4.2 -3.8
WOMN Impact Shares YWCA Women's Empowerment ETF 0.2 75 0 5.3 -2.7
URTH iShares MSCI World ETF 0.2 24 51 5.4 -2.6
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 50 7.4 -0.6
BBJP JPMorgan BetaBuilders Japan ETF 0.2 19 56 7.5 -0.5
NUMV Nuveen ESG Mid-Cap Value ETF 0.2 31 44 7.1 -1.0
TOK iShares MSCI Kokusai ETF 0.2 26 49 5.3 -2.7
QGRW WisdomTree U.S. Quality Growth Fund 0.2 28 47 4.3 -3.7
DEW WisdomTree Global High Dividend Fund 0.2 58 17 8.8 +0.8
FSST Fidelity Sustainable U.S. Equity ETF 0.2 59 16 4.6 -3.4
JHDV John Hancock U.S. High Dividend ETF 0.2 34 41 6.9 -1.1
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.2 47 28 6.9 -1.1
KOKU Xtrackers MSCI Kokusai Equity ETF 0.2 9 66 5.4 -2.6
JIRE JPMorgan International Research Enhanced Equity ETF 0.2 24 51 7.4 -0.7
ILCG iShares Morningstar Growth ETF 0.1 4 71 3.9 -4.1
EWJ iShares MSCI Japan ETF 0.1 50 25 6.9 -1.1
IGV iShares Expanded Tech-Software Sector ETF 0.1 41 34 2.7 -5.3
ACWI iShares MSCI ACWI ETF 0.1 32 43 5.8 -2.2
CRTC Xtrackers US National Critical Technologies ETF 0.1 35 40 5.1 -2.9
XLV Health Care Select Sector SPDR Fund 0.1 8 67 7.8 -0.3
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 47 6.5 -1.5
PATN Pacer Nasdaq International Patent Leaders ETF 0.1 65 10 6.6 -1.4
SFY SoFi Select 500 ETF 0.1 0 75 4.6 -3.4
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 45 6.2 -1.9
DUHP Dimensional US High Profitability ETF 0.1 21 54 6.4 -1.6
STXG Strive 1000 Growth ETF 0.1 18 57 4.0 -4.0
IUSG iShares Core S&P U.S. Growth ETF 0.1 4 71 4.4 -3.7
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.1 15 60 5.1 -2.9
USXF iShares ESG Advanced MSCI USA ETF 0.1 10 65 4.8 -3.2
IWS iShares Russell Mid-Cap Value ETF 0.1 23 52 6.9 -1.1
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.1 3 72 5.4 -2.6
IYY iShares Dow Jones U.S. ETF 0.1 20 55 5.0 -3.0
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 10 4.5 -3.5
IWB iShares Russell 1000 ETF 0.1 15 60 5.1 -2.9
VONE Vanguard Russell 1000 ETF 0.1 8 67 5.2 -2.9
FBCG Fidelity Blue Chip Growth ETF 0.1 59 16 3.1 -4.9
SHUS Syntax Stratified U.S. Total Market Hedged ETF 0.1 65 10 6.4 -1.6
SSPY Syntax Stratified LargeCap ETF 0.1 30 45 6.7 -1.3
CCMG CCM Global Equity ETF 0.1 34 41 8.8 +0.8
JHML John Hancock Multifactor Large Cap ETF 0.1 29 46 5.5 -2.5
SCHB Schwab U.S. Broad Market ETF 0.1 3 72 5.2 -2.8
IUS Invesco RAFI Strategic US ETF 0.1 19 56 6.9 -1.1
OALC OneAscent Large Cap Core ETF 0.1 86 -11 4.3 -3.7
REVS Columbia Research Enhanced Value ETF 0.1 19 56 7.9 -0.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.1 19 56 6.5 -1.5
EFAV iShares MSCI EAFE Min Vol Factor ETF 0.1 22 53 5.8 -2.2
STXD Strive 1000 Dividend Growth ETF 0.1 35 40 5.0 -3.0
VIG Vanguard Dividend Appreciation ETF 0.1 6 69 5.7 -2.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.1 12 63 4.7 -3.3
VGT Vanguard Information Technology ETF 0.1 10 65 4.3 -3.7
FTEC Fidelity MSCI Information Technology Index ETF 0.1 8 67 4.3 -3.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.1 20 55 5.9 -2.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 64 5.1 -2.9
SCHG Schwab U.S. Large-Cap Growth ETF 0.1 4 71 4.1 -3.9
IYK iShares U.S. Consumer Staples ETF 0.1 40 35 6.1 -2.0
ILCB iShares Morningstar U.S. Equity ETF 0.1 3 72 5.1 -2.9
PFM Invesco Dividend Achievers ETF 0.1 53 22 5.4 -2.6
IYC iShares U.S. Consumer Discretionary ETF 0.1 40 35 3.8 -4.3
MTUM iShares MSCI USA Momentum Factor ETF 0.1 15 60 3.6 -4.4
FNDX Schwab Fundamental US Large Co. Index ETF 0.1 25 50 7.4 -0.6
VYM Vanguard High Dividend Yield Index ETF 0.1 6 69 7.4 -0.6
VLUE iShares MSCI USA Value Factor ETF 0.1 15 60 10.2 +2.2
PRF Invesco FTSE RAFI US 1000 ETF 0.1 39 36 7.1 -0.9
FILL iShares MSCI Global Energy Producers ETF 0.1 39 36 12.3 +4.3
RWL Invesco S&P 500 Revenue ETF 0.1 39 36 6.9 -1.1
DHS WisdomTree U.S. High Dividend Fund 0.1 38 37 8.3 +0.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.1 29 46 4.4 -3.6
NUDM Nuveen ESG International Developed Markets Equity ETF 0.1 31 44 6.5 -1.5
SCHK Schwab 1000 Index ETF 0.1 5 70 5.3 -2.8
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.1 50 25 5.9 -2.1
STXV Strive 1000 Value ETF 0.1 18 57 8.3 +0.3
IYF iShares U.S. Financials ETF 0.1 40 35 6.1 -2.0
IYG iShares US Financial Services ETF 0.1 40 35 5.5 -2.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.1 15 60 4.8 -3.2
DGRW WisdomTree US Quality Dividend Growth Fund 0.1 28 47 5.7 -2.3
VSLU Applied Finance Valuation Large Cap ETF 0.1 49 26 5.8 -2.2
SNPG Xtrackers S&P 500 Growth ESG ETF 0.1 15 60 4.6 -3.4
GSPY Gotham Enhanced 500 ETF 0.1 50 25 5.5 -2.5
SCHX Schwab U.S. Large-Cap ETF 0.1 3 72 5.2 -2.8
IMCV iShares Morningstar Mid-Cap Value ETF 0.1 6 69 8.4 +0.3
AFLG First Trust Active Factor Large Cap ETF 0.1 55 20 6.2 -1.8
INRO iShares U.S. Industry Rotation Active ETF 0.1 42 33 4.9 -3.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 55 5.3 -2.7
DFVX Dimensional US Large Cap Vector ETF 0.0 22 53 6.5 -1.6
NANR SPDR S&P North American Natural Resources ETF 0.0 35 40 8.7 +0.7
IXN iShares Global Tech ETF 0.0 41 34 4.1 -3.9
DSI iShares MSCI KLD 400 Social ETF 0.0 25 50 5.1 -3.0
PBUS Invesco MSCI USA ETF 0.0 4 71 5.1 -2.9
DGRO iShares Core Dividend Growth ETF 0.0 8 67 6.6 -1.4
SPMO Invesco S&P 500 Momentum ETF 0.0 13 62 3.8 -4.2
IWD iShares Russell 1000 Value ETF 0.0 19 56 6.6 -1.4
VONV Vanguard Russell 1000 Value ETF 0.0 8 67 6.7 -1.3
EPS WisdomTree U.S. LargeCap Fund 0.0 8 67 6.0 -2.0
MODL VictoryShares WestEnd U.S. Sector ETF 0.0 42 33 4.7 -3.3
GVUS Marketbeta Russell 1000 Value Equity ETF 0.0 12 63 6.7 -1.3
CATH Global X S&P 500 Catholic Values Custom ETF 0.0 29 46 4.9 -3.1
HDV iShares Core High Dividend ETF 0.0 8 67 7.0 -1.0
STRV Strive 500 ETF 0.0 5 70 5.0 -3.0
DIVB iShares Core Dividend ETF 0.0 5 70 7.9 -0.2
TOV JLens 500 Jewish Advocacy U.S. ETF 0.0 18 57 4.9 -3.1
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 0.0 5 70 8.1 +0.1
SCHV Schwab U.S. Large-Cap Value ETF 0.0 4 71 6.9 -1.1
IGM iShares Expanded Tech Sector ETF 0.0 41 34 4.2 -3.9
SHE SPDR MSCI USA Gender Diversity ETF 0.0 20 55 5.1 -2.9
DFLV Dimensional US Large Cap Value ETF 0.0 22 53 8.2 +0.2
BKLC BNY Mellon US Large Cap Core Equity ETF 0.0 0 75 5.1 -2.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.0 75 0 4.2 -3.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.0 10 65 5.1 -2.9
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.0 25 50 5.3 -2.7
IVW iShares S&P 500 Growth ETF 0.0 18 57 4.2 -3.9
VOOG Vanguard S&P 500 Growth ETF 0.0 10 65 4.2 -3.8
SUSL iShares ESG MSCI USA Leaders ETF 0.0 10 65 5.1 -2.9
SPYG SPDR Portfolio S&P 500 Growth ETF 0.0 4 71 4.3 -3.7
KOMP SPDR S&P Kensho New Economies Composite ETF 0.0 20 55 3.5 -4.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.0 12 63 5.3 -2.7
NACP Impact Shares NAACP Minority Empowerment ETF 0.0 49 26 5.0 -3.0
IUSV iShares Core S&P US Value ETF 0.0 4 71 6.7 -1.3
SNPE Xtrackers S&P 500 ESG ETF 0.0 10 65 5.3 -2.7
SPXN ProShares S&P 500 Ex-Financials ETF 0.0 9 66 5.2 -2.9
SPXT ProShares S&P 500 Ex-Technology ETF 0.0 9 66 5.7 -2.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.0 7 68 5.2 -2.8
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.0 19 56 5.3 -2.7
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.0 8 67 5.2 -2.8
QVML Invesco S&P 500 QVM Multi-factor ETF 0.0 11 64 5.3 -2.8
XVV iShares ESG Screened S&P 500 ETF 0.0 8 67 5.1 -3.0
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.0 20 55 4.9 -3.1
IVV iShares Core S&P 500 ETF 0.0 3 72 5.2 -2.8
SPLG SPDR Portfolio S&P 500 ETF 0.0 2 73 5.2 -2.8
SPY SPDR S&P 500 ETF Trust 0.0 9 66 5.1 -2.9
VOO Vanguard S&P 500 ETF 0.0 3 72 5.2 -2.8
DSPY Tema S&P 500 Historical Weight ETF 0.0 18 57 5.3 -2.7
ILCV iShares Morningstar Value ETF 0.0 4 71 6.8 -1.2
QUS SPDR MSCI USA StrategicFactors ETF 0.0 15 60 5.8 -2.2
SPXE ProShares S&P 500 Ex-Energy ETF 0.0 9 66 5.0 -3.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.0 30 45 4.7 -3.3

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:		 Aztlan Global Stock Selection DM SMID ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 22.2 %
Divided by: Fwd. P/BV 2.5 x
Less: Expense ratio 75 bp
Equals: ALTAR Score 8.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.57 CATEGORY
AVERAGE		 1.55
 
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.