Aztlan Global Stock Selection DM SMID ETF
ALTAR
Score™		 4.1% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 19.6x P/Sales
ratio		 1.2x
P/BV
ratio		 3.0x Div.
yield		 1.6%


  • 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) $35
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 45
Wgt avg mkt cap (mns) $5,936
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
LUMENTUM HOLDINGS INC 3.3 %
DAVITA INC 2.8 %
GENERAC HOLDINGS INC 2.6 %
ALLEGRO MICROSYSTEMS, INC. 2.6 %
STERLING CONSTRUCTION CO 2.5 %
RAKUTEN BANK LTD 2.5 %
SHIMIZU CORP 2.5 %
HALOZYME THERAPEUTICS INC 2.3 %
ARGAN INC 2.3 %
ANRITSU CORP 2.2 %
Total 25.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 48.7 %
JAPAN 12.7 %
CANADA 10.4 %
GERMANY 5.4 %
BRITAIN 2.1 %
AUSTRALIA 2.0 %
IRELAND 2.0 %
FINLAND 1.9 %
ITALY 1.9 %


HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
9.0% 33.8% -- -- 14.0%

Market Correlations
versus... Beta R-squared
S&P500 0.91 76%
MSCI EAFE 1.05 73%
MSCI Emg. Mkts. 0.87 60%

Technical Indicators
Recent close $30.98
30d moving avg. $30.25
Annualized volatility 16.7%
Short interest (ETF) 0.0%
Relative strength (RSI) 60

Liquidity measures
Avg. volume (thou.) 0
Turnover 0.0%
Bid/Ask (% of price) 0.65%
ADV underlying (mns) $1,847

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 702 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™: 4.1%


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
(%)
FSGS First Trust SMID Growth Strength ETF 8.5 60 15 4.7 +0.6
XMHQ Invesco S&P MidCap Quality ETF 8.2 25 50 5.8 +1.7
CSMD Congress SMid Growth ETF 8.0 69 6 3.3 -0.8
JSML Janus Henderson Small Cap Growth Alpha ETF 7.6 30 45 2.8 -1.3
SMCF Themes US Small Cap Cash Flow Champions ETF 7.3 29 46 10.3 +6.2
XSHQ Invesco S&P SmallCap Quality ETF 7.3 29 46 6.8 +2.7
XSMO Invesco S&P SmallCap Momentum ETF 7.0 39 36 3.8 -0.3
ABLS Abacus FCF Small Cap Leaders ETF 6.8 59 16 4.7 +0.7
GRPM Invesco S&P MidCap 400 GARP ETF 6.5 35 40 6.9 +2.8
RZG Invesco S&P Smallcap 600 Pure Growth ETF 6.4 35 40 3.2 -0.9
JIVE JPMorgan International Value ETF 6.3 55 20 8.1 +4.0
DBSC Deepwater Beachfront Small Cap ETF 6.3 85 -10 1.2 -2.9
RFG Invesco S&P Midcap 400 Pure Growth ETF 6.1 35 40 4.5 +0.4
GRPZ Invesco S&P SmallCap 600 GARP ETF 6.0 35 40 6.3 +2.2
BUL Pacer US Cash Cows Growth ETF 5.8 60 15 3.3 -0.8
RNSC Furst Trust Small Cap US Equity Select ETF 5.6 60 15 4.4 +0.3
GRNJ Fundstrat Granny Shts US Sm- &Mid-CapETF 5.6 75 0 2.0 -2.1
FFTY Innovator IBD 50 ETF 5.4 80 -5 -0.1 -4.2
PFI Invesco Dorsey Wright Financial Momentum ETF 5.4 60 15 4.9 +0.8
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 5.3 49 26 6.5 +2.4
AFMC First Trust Active Factor Mid Cap ETF 5.3 65 10 7.2 +3.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 5.2 70 5 2.1 -2.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 5.1 60 15 6.9 +2.8
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 5.0 35 40 6.4 +2.4
PSC Principal U.S. Small-Cap ETF 4.9 38 37 3.8 -0.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 4.8 49 26 4.7 +0.6
PKB Invesco Building & Construction ETF 4.8 62 13 3.2 -0.9
AIRR First Trust RBA American Industrial Renaissance ETF 4.8 70 5 3.6 -0.5
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 4.8 59 16 8.5 +4.4
AIPO Defiance AI & Power Infrastructure ETF 4.8 69 6 0.9 -3.2
TAX Cambria Tax Aware ETF 4.8 49 26 4.2 +0.1
CNRG State Street SPDR S&P Kensho Clean Power ETF 4.8 45 30 0.0 -4.1
SPIT F/m Emerald Special Situations ETF 4.7 105 -30 -0.7 -4.8
ABFL Abacus FCF Leaders ETF 4.7 59 16 3.9 -0.2
IMOM Alpha Architect International Quantitative Momentum ETF 4.5 49 26 3.9 -0.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 4.5 95 -20 -0.5 -4.6
FXH First Trust Health Care AlphaDEX Fund 4.4 62 13 4.6 +0.5
PBE Invesco Biotechnology & Genome ETF 4.3 58 17 1.8 -2.3
FBT First Trust NYSE Arca Biotechnology Index Fund 4.3 56 19 2.6 -1.5
IQSM IQ Candriam U.S. Mid Cap Equity ETF 4.3 15 60 5.1 +1.0
OPTZ Optimize Strategy Index ETF 4.2 50 25 3.9 -0.2
NUSC Nuveen ESG Small-Cap ETF 4.2 31 44 5.0 +0.9
ETHO Etho Climate Leadership U.S. ETF 4.2 47 28 4.5 +0.5
NIXT Research Affiliates Deletions ETF 4.1 9 66 7.1 +3.0
GOEX Global X Gold Explorers ETF 4.1 65 10 1.3 -2.8
AUMI Themes Gold Miners ETF 4.1 35 40 2.1 -2.0
QVAL Alpha Architect US Quantitative Value ETF 4.0 39 36 9.4 +5.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 4.0 15 60 6.8 +2.7
CALF Pacer US Small Cap Cash Cows 100 ETF 4.0 59 16 9.4 +5.3
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 4.0 55 20 3.2 -0.9
RSMC Rockefeller U.S. Small-Mid Cap ETF 3.9 75 0 4.2 +0.1
IJK iShares S&P Mid-Cap 400 Growth ETF 3.7 17 58 4.1 +0.0
XMMO Invesco S&P MidCap Momentum ETF 3.7 34 41 3.5 -0.6
PSCF Invesco S&P SmallCap Financials ETF 3.7 29 46 8.7 +4.6
FFOX FundX Future Fund Opportunities ETF 3.6 100 -25 2.3 -1.8
LSAF LeaderShares AlphaFactor US Core Equity ETF 3.6 75 0 6.3 +2.2
RNMC First Trust Mid Cap US Equity Select ETF 3.6 60 15 6.1 +2.0
HYP Golden Eagle Dynamic Hypergrowth ETF 3.6 85 -10 -0.8 -4.9
CANC Tema Oncology ETF 3.5 75 0 -2.4 -6.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 3.5 24 51 6.1 +2.0
XME State Street SPDR S&P Metals & Mining ETF 3.4 35 40 4.8 +0.7
TMFX Motley Fool Next Index ETF 3.4 50 25 3.0 -1.1
BBP Virtus LifeSci Biotech Products ETF 3.4 79 -4 -4.3 -8.4
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 3.4 15 60 4.1 +0.0
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 3.4 75 0 6.0 +1.9
SGRT SMART Earnings Growth 30 ETF 3.3 59 16 2.7 -1.4
BFOR ALPS Barron's 400 ETF 3.3 65 10 4.9 +0.8
SMLF iShares U.S. SmallCap Equity Factor ETF 3.3 15 60 5.1 +1.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.2 10 65 4.2 +0.1
STXM Strive Mid-Cap ETF 3.2 18 57 5.3 +1.2
GPT Intelligent Alpha Atlas ETF 3.2 69 6 6.1 +2.0
SMOX Horizon Small/Mid Cap Core Equity ETF 3.2 75 0 5.4 +1.3
AIVC Amplify Bloomberg AI Value Chain ETF 3.2 59 16 5.0 +0.9
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 3.1 60 15 -0.9 -5.0
QGRO American Century U.S. Quality Growth ETF 3.1 29 46 3.8 -0.3
ABLD Abacus FCF Real Assets Leaders ETF 3.1 69 6 5.8 +1.7
MID American Century Mid Cap Growth Impact ETF 3.1 45 30 2.8 -1.3
SRHQ SRH U.S. Quality ETF 3.1 35 40 6.4 +2.3
KCE State Street SPDR S&P Capital Markets ETF 3.0 35 40 6.1 +2.0
FNX First Trust Mid Cap Core AlphaDEX Fund 3.0 60 15 6.2 +2.1
OAIM OneAscent International Equity ETF 3.0 95 -20 4.5 +0.4
HAPS Harbor Human Capital Factor US Small Cap ETF 3.0 60 15 3.6 -0.5
IBBQ Invesco Nasdaq Biotechnology ETF 3.0 19 56 0.3 -3.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 3.0 39 36 3.7 -0.4
FTXH First Trust Nasdaq Pharmaceuticals ETF 3.0 60 15 6.6 +2.5
ABOT Abacus FCF Innovation Leaders ETF 3.0 69 6 3.9 -0.2
XBI State Street SPDR S&P Biotech ETF 2.9 35 40 -2.5 -6.6
XJH iShares ESG Screened S&P Mid-Cap ETF 2.9 12 63 5.9 +1.8
MFVL Motley Fool Value Factor ETF 2.9 50 25 5.4 +1.3
VUSE Vident U.S. Equity Strategy ETF 2.9 50 25 3.7 -0.4
CSA VictoryShares US Small Cap Volatility Wtd ETF 2.8 35 40 6.4 +2.3
VBK Vanguard Small-Cap Growth ETF 2.8 7 68 1.3 -2.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.8 15 60 6.1 +2.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.8 4 71 5.5 +1.4
FPX First Trust US Equity Opportunities ETF 2.7 61 14 0.9 -3.2
ISCG iShares Morningstar Small-Cap Growth ETF 2.7 6 69 2.8 -1.3
GVLU Gotham 1000 Value ETF 2.7 50 25 7.9 +3.8
FYC First Trust Small Cap Growth AlphaDEX Fund 2.6 71 4 -0.6 -4.7
IWO iShares Russell 2000 Growth ETF 2.6 24 51 0.5 -3.6
IBB iShares Biotechnology ETF 2.6 45 30 -0.5 -4.6
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 2.6 45 30 4.2 +0.2
RVER Trenchless Fund ETF 2.6 65 10 0.8 -3.3
MAVF Matrix Advisors Value ETF 2.6 75 0 5.1 +1.0
AFSM First Trust Active Factor Small Cap ETF 2.6 75 0 6.1 +2.0
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 2.6 58 17 -2.0 -6.1
ETEC iShares Breakthrough Environmental Solutions ETF 2.6 47 28 2.8 -1.3
XSD State Street SPDR S&P Semiconductor ETF 2.6 35 40 3.4 -0.7
MDY SPDR S&P Midcap 400 ETF Trust 2.6 23 52 5.9 +1.8
IJH iShares Core S&P Mid-Cap ETF 2.6 5 70 6.1 +2.0
DFAS Dimensional U.S. Small Cap ETF 2.6 26 49 5.6 +1.6
JHSC John Hancock Multifactor Small Cap ETF 2.6 42 33 6.0 +1.9
FSMD Fidelity Small-Mid Multifactor ETF 2.6 15 60 6.6 +2.6
IBUY Amplify Online Retail ETF 2.5 65 10 2.2 -1.9
RNIN Bushido Capital US SMID Cap Equity ETF 2.5 70 5 11.4 +7.3
EZM WisdomTree U.S. MidCap Fund 2.5 38 37 8.0 +3.9
VFMO Vanguard U.S. Momentum Factor ETF 2.5 13 62 1.8 -2.3
CBSE Clough Select Equity ETF 2.5 85 -10 0.4 -3.7
PSCI Invesco S&P SmallCap Industrials ETF 2.5 29 46 4.5 +0.5
LOUP Innovator Deepwater Frontier Tech ETF 2.5 70 5 1.1 -3.0
ALIL Argent Focused Small Cap ETF 2.5 74 1 5.6 +1.5
XHS State Street SPDR S&P Health Care Services ETF 2.5 35 40 3.9 -0.2
IJT iShares S&P Small-Cap 600 Growth ETF 2.5 18 57 3.8 -0.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.5 7 68 5.4 +1.3
SCHM Schwab U.S. Mid-Cap ETF 2.4 4 71 5.9 +1.9
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.4 20 55 4.4 +0.3
FLOW Global X U.S. Cash Flow Kings 100 ETF 2.4 25 50 11.4 +7.3
FPWR First Trust EIP Power Solutions ETF 2.4 96 -21 4.2 +0.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.4 15 60 6.5 +2.4
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 2.4 3 72 6.1 +2.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 2.4 25 50 8.0 +3.9
TPSC Timothy Plan US Small Cap Core ETF 2.4 52 23 6.6 +2.5
IVOO Vanguard S&P Mid-Cap 400 ETF 2.3 7 68 6.1 +2.0
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.3 35 40 6.0 +1.9
SCHA Schwab U.S. Small-Cap ETF 2.3 4 71 4.6 +0.5
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.3 15 60 3.8 -0.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.3 10 65 3.8 -0.3
CTEF Castellan Targeted Equity ETF 2.3 45 30 2.9 -1.2
FCPI Fidelity Stocks for Inflation ETF 2.3 15 60 5.8 +1.7
AGNG Global X Aging Population ETF 2.3 50 25 3.8 -0.3
BKSE BNY Mellon US Small Cap Core Equity ETF 2.2 4 71 5.4 +1.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.2 24 51 7.1 +3.0
RAYJ Rayliant SMDAM Japan Equity ETF 2.2 72 3 2.9 -1.2
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.2 60 15 1.3 -2.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.2 64 11 1.3 -2.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.2 20 55 4.2 +0.1
TAN Invesco Solar ETF 2.1 67 8 4.5 +0.4
PSI Invesco Semiconductors ETF 2.1 57 18 2.3 -1.8
SFYX SoFi Next 500 ETF 2.1 0 75 5.0 +0.9
GOAU U.S. Global GO GOLD and Precious Metal Miners ETF 2.1 60 15 1.4 -2.7
PDP Invesco Dorsey Wright Momentum ETF 2.1 62 13 1.5 -2.6
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.1 17 58 5.1 +1.0
KIE State Street SPDR S&P Insurance ETF 2.1 35 40 6.6 +2.5
SQLV Royce Quant Small-Cap Quality Value ETF 2.1 60 15 8.3 +4.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.1 15 60 4.3 +0.2
TTAC FCF US Quality ETF 2.1 59 16 5.2 +1.2
SLX VanEck Steel ETF 2.1 56 19 10.5 +6.5
IFRA iShares U.S. Infrastructure ETF 2.1 30 45 5.5 +1.4
ACES ALPS Clean Energy ETF 2.0 55 20 -2.8 -6.9
DSMC Distillate Small/Mid Cash Flow ETF 2.0 55 20 11.2 +7.1
SCJ iShares MSCI Japan Small-Cap ETF 2.0 50 25 5.3 +1.2
VTWG Vanguard Russell 2000 Growth ETF 2.0 10 65 0.7 -3.4
GDXJ VanEck Junior Gold Miners ETF 2.0 52 23 1.8 -2.3
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 2.0 60 15 7.9 +3.8
GLRY Inspire Faithward Mid Cap Momentum ETF 2.0 80 -5 3.7 -0.4
IDNA iShares Genomics Immunology and Healthcare ETF 2.0 47 28 -0.3 -4.4
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 2.0 49 26 3.8 -0.3
PAWZ ProShares Pet Care ETF 2.0 50 25 3.4 -0.7
SAGP Strategas Global Policy Opportunities ETF 2.0 65 10 4.5 +0.4
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 2.0 45 30 -1.5 -5.6
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 2.0 29 46 8.1 +4.0
TMFS Motley Fool Small-Cap Growth ETF 2.0 85 -10 1.1 -3.0
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.0 60 15 6.4 +2.4
CCSO Carbon Collective Climate Solutions US Equity ETF 2.0 35 40 0.9 -3.2
LYLD Cambria Large Cap Shareholder Yield ETF 2.0 59 16 8.1 +4.1
EFNL iShares MSCI Finland ETF 2.0 56 19 5.9 +1.8
FMDE Fidelity Enhanced Mid Cap ETF 2.0 23 52 5.4 +1.3
PBJ Invesco Food & Beverage ETF 1.9 57 18 7.2 +3.1
CWS AdvisorShares Focused Equity ETF 1.9 84 -9 4.4 +0.3
KROP Global X AgTech & Food Innovation ETF 1.9 50 25 6.2 +2.1
FNDA Schwab Fundamental US Small Co. Index ETF 1.9 25 50 6.2 +2.1
STXK Strive Small-Cap ETF 1.9 18 57 5.2 +1.2
MJSC MUFG Japan Small Cap Active ETF 1.9 85 -10 4.5 +0.4
TRFM AAM Transformers ETF 1.9 49 26 1.1 -3.0
SGDM Sprott Gold Miners ETF 1.9 50 25 1.9 -2.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.9 29 46 6.6 +2.5
FESM Fidelity Enhanced Small Cap ETF 1.9 28 47 2.5 -1.6
ADIV SmartETFs Asia Pacific Dividend Builder ETF 1.9 78 -3 9.4 +5.3
ISCB iShares Morningstar Small-Cap ETF 1.9 4 71 5.5 +1.4
PBW Invesco WilderHill Clean Energy ETF 1.9 66 9 -3.2 -7.3
WSML iShares MSCI World Small-Cap ETF 1.9 15 60 5.3 +1.2
FDRV Fidelity Electric Vehicles and Future Transportation ETF 1.9 39 36 1.1 -3.0
FGM First Trust Germany AlphaDEX Fund 1.8 80 -5 4.4 +0.3
MVPA Miller Value Partners Appreciation ETF 1.8 60 15 10.3 +6.2
RWK Invesco S&P MidCap 400 Revenue ETF 1.8 39 36 8.0 +3.9
EMLP First Trust North American Energy Infrastructure Fund 1.8 95 -20 4.5 +0.4
EIPX FT Energy Income Partners Strategy ETF 1.8 95 -20 5.8 +1.7
AVUV Avantis U.S. Small Cap Value ETF 1.8 25 50 8.3 +4.2
RSSL Global X Russell 2000 ETF 1.8 8 67 2.9 -1.2
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.8 48 27 7.7 +3.6
FJP First Trust Japan AlphaDEX Fund 1.8 80 -5 6.7 +2.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.8 18 57 6.7 +2.6
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 1.7 60 15 0.7 -3.4
EES WisdomTree U.S. SmallCap Fund 1.7 38 37 8.2 +4.1
FLRG Fidelity U.S. Multifactor ETF 1.7 15 60 5.9 +1.8
FSCS First Trust SMID Capital Strength ETF 1.7 60 15 6.5 +2.4
SURE AdvisorShares Insiders Advantage ETF 1.7 90 -15 8.0 +3.9
POWR iShares U.S. Power Infrastructure ETF 1.7 40 35 3.9 -0.2
VAMO Cambria Value & Momentum ETF 1.7 61 14 5.1 +1.0
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 1.7 38 37 9.0 +4.9
IVAL Alpha Architect International Quantitative Value ETF 1.7 49 26 7.2 +3.1
IWM iShares Russell 2000 ETF 1.7 19 56 2.8 -1.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.7 39 36 2.4 -1.7
SMHX VanEck Fabless Semiconductor ETF 1.7 35 40 2.7 -1.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.7 9 66 4.0 -0.1
FRNW Fidelity Clean Energy ETF 1.7 39 36 2.0 -2.1
FELG Fidelity Enhanced Large Cap Growth ETF 1.6 18 57 3.4 -0.7
PKW Invesco Buyback Achievers ETF 1.6 62 13 7.1 +3.0
IWP iShares Russell Mid-Cap Growth ETF 1.6 23 52 2.7 -1.4
DTEC ALPS Disruptive Technologies ETF 1.6 50 25 3.7 -0.4
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 1.6 29 46 4.0 -0.1
CTEC Global X CleanTech ETF 1.6 50 25 -0.0 -4.1
FDEV Fidelity International Multifactor ETF 1.6 18 57 6.8 +2.7
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.6 30 45 7.1 +3.1
RSHO Tema American Reshoring ETF 1.6 75 0 3.5 -0.6
VFQY Vanguard U.S. Quality Factor ETF 1.6 13 62 5.5 +1.4
EIPI FT Energy Income Partners Enhanced Income ETF 1.6 110 -35 5.2 +1.2
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.6 40 35 5.1 +1.0
FCLD Fidelity Cloud Computing ETF 1.6 39 36 4.0 -0.1
SMRI Bushido Capital US Equity ETF 1.6 71 4 8.2 +4.1
RSPH Invesco S&P 500 Equal Weight Health Care ETF 1.6 40 35 6.8 +2.7
VFLO VictoryShares Free Cash Flow ETF 1.6 39 36 7.9 +3.8
LCLG Logan Capital Broad Innovative Growth ETF 1.6 99 -24 3.1 -1.0
SIXL ETC 6 Meridian Low Beta Equity ETF 1.6 80 -5 5.6 +1.5
PAVE Global X U.S. Infrastructure Development ETF 1.5 47 28 4.2 +0.1
ROE Astoria US Quality Kings ETF 1.5 49 26 5.5 +1.4
JHMM John Hancock Multifactor Mid Cap ETF 1.5 42 33 5.4 +1.3
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.5 43 32 4.9 +0.8
SCZ iShares MSCI EAFE Small-Cap ETF 1.5 40 35 5.9 +1.8
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 1.5 61 14 5.5 +1.4
MFIG Motley Fool Innovative Growth Factor ETF 1.5 50 25 2.8 -1.3
XJR iShares ESG Screened S&P Small-Cap ETF 1.5 12 63 6.5 +2.4
BMED Future Health ETF 1.5 85 -10 1.1 -3.0
DRIV Global X Autonomous & Electric Vehicles ETF 1.5 68 7 3.5 -0.6
IJJ iShares S&P Mid-Cap 400 Value ETF 1.5 18 57 7.8 +3.7
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.5 85 -10 2.5 -1.6
IEUS iShares MSCI Europe Small-Cap ETF 1.5 42 33 6.4 +2.4
PTH Invesco Dorsey Wright Healthcare Momentum ETF 1.5 60 15 -1.7 -5.8
HELX Franklin Genomic Advancements ETF 1.5 50 25 -1.4 -5.5
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.5 68 7 2.3 -1.8
WTV WisdomTree US Value Fund of Benef Interest 1.5 12 63 7.7 +3.6
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.5 52 23 4.9 +0.8
VB Vanguard Small-Cap ETF 1.5 5 70 5.3 +1.2
VTWO Vanguard Russell 2000 ETF 1.4 7 68 2.9 -1.2
CGV Conductor Global Equity Value ETF 1.4 130 -55 6.9 +2.8
AUAU Global X Gold Miners ETF 1.4 35 40 1.7 -2.4
SIXS ETC 6 Meridian Small Cap Equity ETF 1.4 89 -14 7.9 +3.8
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.4 39 36 1.1 -3.0
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 1.4 15 60 7.8 +3.8
VXF Vanguard Extended Market ETF 1.4 5 70 3.9 -0.2
MILN Global X Millennial Consumer ETF 1.4 50 25 3.9 -0.2
ROSC Hartford Multifactor Small Cap ETF 1.4 34 41 7.4 +3.3
WDNA WisdomTree BioRevolution Fund 1.4 45 30 -2.3 -6.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.4 10 65 8.0 +3.9
HWAY Themes US Infrastructure ETF 1.4 29 46 4.6 +0.5
VFMF Vanguard U.S. Multifactor ETF 1.4 18 57 6.7 +2.7
CHAT Roundhill Generative AI & Technology ETF 1.4 75 0 5.6 +1.5
GQQQ Astoria US Quality Growth Kings ETF 1.4 35 40 3.5 -0.6
PXI Invesco Dorsey Wright Energy Momentum ETF 1.4 60 15 5.6 +1.5
NUKZ Range Nuclear Renaissance Index ETF 1.4 85 -10 1.1 -3.0
NLR VanEck Uranium+Nuclear Energy ETF 1.4 61 14 1.3 -2.8
URA Global X Uranium ETF 1.4 69 6 0.6 -3.5
URAN Themes Uranium & Nuclear ETF 1.4 35 40 0.7 -3.4
TNUK Tortoise Nuclear Renaissance ETF 1.4 75 0 0.6 -3.5
WCLD WisdomTree Cloud Computing Fund 1.4 45 30 1.6 -2.5
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.3 56 19 9.4 +5.3
LGRO Level Four Large Cap Growth Active ETF 1.3 55 20 3.8 -0.3
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 1.3 60 15 3.7 -0.4
IJR iShares Core S&P Small Cap ETF 1.3 6 69 6.6 +2.5
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 1.3 12 63 3.6 -0.5
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.3 55 20 9.0 +4.9
AVMC Avantis U.S. Mid Cap Equity ETF 1.3 18 57 5.9 +1.9
ABIG Argent Large Cap ETF 1.3 49 26 4.4 +0.4
ANEW ProShares MSCI Transformational Changes ETF 1.3 45 30 4.3 +0.2
GDX VanEck Gold Miners ETF 1.3 51 24 1.9 -2.2
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.3 20 55 0.9 -3.2
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.2 3 72 6.6 +2.5
VIOO Vanguard S&P Small-Cap 600 ETF 1.2 7 68 6.5 +2.4
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.2 59 16 4.8 +0.7
SLVP iShares MSCI Global Silver Miners ETF 1.2 39 36 2.7 -1.4
FNK First Trust Mid Cap Value AlphaDEX Fund 1.2 70 5 9.5 +5.4
ASCE Allspring SMID Core ETF 1.2 38 37 3.2 -0.9
XRT State Street SPDR S&P Retail ETF 1.2 35 40 7.1 +3.0
AVSC Avantis U.S Small Cap Equity ETF 1.2 25 50 4.9 +0.8
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 1.2 12 63 6.9 +2.8
DFNV Donoghue Forlines Innovation ETF 1.2 69 6 4.3 +0.2
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 1.2 24 51 6.5 +2.4
DIM WisdomTree International MidCap Dividend Fund 1.2 58 17 5.9 +1.9
FXL First Trust Technology AlphaDEX Fund 1.2 61 14 6.1 +2.0
AVDV Avantis International Small Cap Value ETF 1.2 36 39 7.3 +3.2
RODM Hartford Multifactor Developed Markets (ex-US) ETF 1.2 29 46 6.8 +2.7
GURU Global X Guru Index ETF 1.2 75 0 2.5 -1.6
LRGF iShares U.S. Equity Factor ETF 1.2 8 67 4.8 +0.7
FID First Trust S&P International Dividend Aristocrats ETF 1.2 60 15 7.5 +3.4
QABA First Trust NASDAQ ABA Community Bank Index Fund 1.2 60 15 8.3 +4.2
PBD Invesco Global Clean Energy ETF 1.2 75 0 0.3 -3.8
EWUS iShares MSCI United Kingdom Small Cap ETF 1.2 59 16 6.8 +2.7
USMF WisdomTree U.S. Multifactor Fund 1.2 28 47 6.4 +2.3
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.1 75 0 2.3 -1.8
RSPN Invesco S&P 500 Equal Weight Industrials ETF 1.1 40 35 4.1 -0.0
ISCV iShares Morningstar Small Cap Value ETF 1.1 6 69 7.8 +3.7
KRE State Street SPDR S&P Regional Banking ETF 1.1 35 40 8.8 +4.7
OSCV Opus Small Cap Value ETF 1.1 79 -4 5.7 +1.6
SCDS JPMorgan Fundamental Data Science Small Core ETF 1.1 40 35 4.1 0.0
SCHC Schwab International Small-Cap Equity ETF 1.1 11 64 6.2 +2.1
FFND Future Fund Active ETF 1.1 100 -25 4.3 +0.2
FNDC Schwab Fundamental International Small Co. Index ETF 1.1 39 36 6.4 +2.4
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.1 49 26 8.5 +4.5
DFIS Dimensional International Small Cap ETF 1.1 39 36 5.8 +1.7
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.1 20 55 5.4 +1.3
XSW State Street SPDR S&P Software & Services ETF 1.0 35 40 3.0 -1.1
ICLN iShares Global Clean Energy ETF 1.0 41 34 2.0 -2.1
CSD Invesco S&P Spin-Off ETF 1.0 65 10 3.8 -0.3
FYX First Trust Small Cap Core AlphaDEX Fund 1.0 61 14 5.7 +1.7
AVMV Avantis U.S. Mid Cap Value ETF 1.0 20 55 7.2 +3.1
VALQ American Century U.S. Quality Value ETF 1.0 29 46 6.7 +2.6
FDT First Trust Developed Markets ex-US AlphaDEX Fund 1.0 80 -5 6.3 +2.2
ISMD Inspire Small/Mid Cap ETF 1.0 54 21 5.5 +1.4
JPIN J.P. Morgan Diversified Return International Equity ETF 1.0 37 38 6.7 +2.6
AVDS Avantis International Small Cap Equity ETF 1.0 30 45 5.7 +1.6
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.0 15 60 3.1 -1.0
LQPE PEO AlphaQuest Thematic PE ETF 0.9 125 -50 5.1 +1.0
JMOM JPMorgan U.S. Momentum Factor ETF 0.9 12 63 3.6 -0.5
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.9 49 26 5.7 +1.6
FDLS Inspire Fidelis Multi Factor ETF 0.9 76 -1 3.3 -0.8
FELC Fidelity Enhanced Large Cap Core ETF 0.9 18 57 4.5 +0.4
ITAN Sparkline Intangible Value ETF 0.9 50 25 6.3 +2.2
XMLV Invesco S&P MidCap Low Volatility ETF 0.9 25 50 6.5 +2.5
SMOT VanEck Morningstar SMID Moat ETF 0.9 49 26 6.3 +2.3
IHF iShares U.S. Healthcare Providers ETF 0.9 40 35 7.8 +3.7
WAR U.S. Global Tech and Aerospace & Defense ETF 0.9 60 15 0.2 -3.9
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.9 20 55 6.1 +2.0
IDV iShares International Select Dividend ETF 0.9 51 24 8.7 +4.6
SYLD Cambria Shareholder Yield ETF 0.9 59 16 10.5 +6.4
DFE WisdomTree Europe SmallCap Dividend Fund 0.9 58 17 7.1 +3.1
FLDZ RiverNorth Patriot ETF 0.9 75 0 5.5 +1.4
WDIV SPDR S&P Global Dividend ETF 0.9 40 35 8.8 +4.7
SXQG ETC 6 Meridian Quality Growth ETF 0.9 100 -25 2.8 -1.3
KBE State Street SPDR S&P Bank ETF 0.8 35 40 8.9 +4.8
SMMD iShares Russell 2500 ETF 0.8 15 60 5.7 +1.6
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.8 39 36 7.8 +3.7
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.8 50 25 3.3 -0.8
AFLG First Trust Active Factor Large Cap ETF 0.8 55 20 5.1 +1.0
DFAT Dimensional U.S. Targeted Value ETF 0.8 28 47 8.7 +4.6
JSTC Adasina Social Justice All Cap Global ETF 0.8 89 -14 4.5 +0.4
UIVM VictoryShares International Value Momentum ETF 0.8 35 40 7.8 +3.7
CHGX AXS Change Finance ESG ETF 0.8 49 26 4.7 +0.6
DXUV Dimensional US Vector Equity ETF 0.8 28 47 5.3 +1.2
FDG American Century Focused Dynamic Growth ETF 0.8 45 30 1.8 -2.3
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 46 3.8 -0.3
RFV Invesco S&P Midcap 400 Pure Value ETF 0.8 35 40 11.5 +7.4
AVUQ Avantis U.S. Quality ETF 0.8 15 60 3.7 -0.4
ROUS Hartford Multifactor US Equity ETF 0.8 19 56 5.5 +1.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.7 65 10 1.5 -2.6
AVLV Avantis U.S. Large Cap Value ETF 0.7 15 60 5.9 +1.9
EQAL Invesco Russell 1000 Equal Weight ETF 0.7 20 55 6.0 +1.9
JQUA JPMorgan U.S. Quality Factor ETF 0.7 12 63 5.1 +1.0
FELV Fidelity Enhanced Large Cap Value ETF 0.7 18 57 5.7 +1.6
IWN iShares Russell 2000 Value ETF 0.7 24 51 5.0 +0.9
VTWV Vanguard Russell 2000 Value ETF 0.7 10 65 5.2 +1.1
DFAC Dimensional U.S. Core Equity 2 ETF 0.7 17 58 4.8 +0.7
MFMO Motley Fool Momentum Factor ETF 0.7 50 25 2.3 -1.8
DGLO First Trust RBA Deglobalization ETF 0.7 70 5 5.3 +1.2
DES WisdomTree U.S. SmallCap Dividend Fund 0.7 38 37 8.3 +4.2
IWC iShares Micro-Cap ETF 0.7 60 15 -1.4 -5.5
QINT American Century Quality Diversified International ETF 0.7 39 36 6.4 +2.3
INTF iShares International Equity Factor ETF 0.7 15 60 6.3 +2.2
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.7 8 67 6.0 +1.9
AVIE Avantis  Inflation Focused Equity ETF 0.7 25 50 5.9 +1.8
IETC iShares U.S. Tech Independence Focused ETF 0.7 18 57 3.3 -0.8
KOCG FIS Knights of Columbus Global Belief ETF 0.7 75 0 4.3 +0.2
DISV Dimensional International Small Cap Value ETF 0.7 42 33 7.7 +3.6
XMVM Invesco S&P MidCap Value with Momentum ETF 0.7 39 36 7.6 +3.5
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 0.7 15 60 6.8 +2.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.7 52 23 4.7 +0.6
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.6 47 28 8.1 +4.0
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 0.6 80 -5 3.3 -0.8
SPVM Invesco S&P 500 Value with Momentum ETF 0.6 39 36 6.3 +2.2
CARZ First Trust NASDAQ Global Auto Index Fund 0.6 70 5 2.9 -1.2
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.6 60 15 9.5 +5.4
FBCG Fidelity Blue Chip Growth ETF 0.6 59 16 2.3 -1.8
BOUT Innovator IBD Breakout Opportunities ETF 0.6 81 -6 3.2 -0.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.6 29 46 5.7 +1.6
VIDI Vident International Equity Strategy ETF 0.6 61 14 8.2 +4.1
IYH iShares U.S. Healthcare ETF 0.6 40 35 5.4 +1.3
DFSV Dimensional US Small Cap Value ETF 0.6 31 44 9.0 +4.9
PTL Inspire 500 ETF 0.6 9 66 4.5 +0.4
AVSU Avantis Responsible U.S. Equity ETF 0.6 15 60 5.2 +1.1
GWX SPDR S&P International Small Cap ETF 0.6 40 35 5.5 +1.4
VFVA Vanguard U.S. Value Factor ETF 0.6 13 62 9.5 +5.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.6 25 50 5.0 +1.0
IWR iShares Russell Midcap ETF 0.6 19 56 5.4 +1.3
ISCF iShares International SmallCap Equity Factor ETF 0.6 23 52 6.9 +2.8
AVDE Avantis International Equity ETF 0.6 23 52 5.9 +1.8
PICK iShares MSCI Global Metals & Mining Producers ETF 0.6 39 36 7.5 +3.4
FHLC Fidelity MSCI Health Care Index ETF 0.6 8 67 5.0 +0.9
FTEC Fidelity MSCI Information Technology Index ETF 0.6 8 67 3.5 -0.6
FMAT Fidelity MSCI Materials Index ETF 0.6 8 67 4.6 +0.5
VAW Vanguard Materials ETF 0.6 9 66 4.6 +0.5
MADE iShares U.S. Manufacturing ETF 0.5 40 35 3.4 -0.7
SIXG Defiance Connective Technologies ETF 0.5 30 45 3.4 -0.7
VHT Vanguard Health Care ETF 0.5 9 66 4.8 +0.7
AVUS Avantis U.S. Equity ETF 0.5 15 60 4.9 +0.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.5 20 55 5.6 +1.5
DEUS Xtrackers Russell US Multifactor ETF 0.5 17 58 6.3 +2.2
SVAL iShares US Small Cap Value Factor ETF 0.5 20 55 7.6 +3.5
RPG Invesco S&P 500 Pure Growth ETF 0.5 35 40 2.8 -1.3
VBR Vanguard Small Cap Value ETF 0.5 7 68 7.8 +3.7
VFMV Vanguard U.S. Minimum Volatility ETF 0.5 13 62 5.5 +1.5
AOTG AOT Growth and Innovation ETF 0.5 75 0 1.5 -2.6
EBI Longview Advantage ETF 0.5 35 40 6.1 +2.0
DCOR Dimensional US Core Equity 1 ETF 0.5 14 61 4.7 +0.6
AOTS AOT Software Platform ETF 0.5 49 26 4.6 +0.5
VCLN Virtus Duff & Phelps Clean Energy ETF 0.5 59 16 2.6 -1.5
NANR SPDR S&P North American Natural Resources ETF 0.5 35 40 5.9 +1.8
HEDJ WisdomTree Europe Hedged Equity Fund 0.5 58 17 5.8 +1.7
DLS WisdomTree International SmallCap Dividend Fund 0.5 58 17 7.0 +2.9
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -4 4.4 +0.3
VIS Vanguard Industrials ETF 0.5 9 66 3.5 -0.6
DXIV Dimensional International Vector Equity ETF 0.5 34 41 6.3 +2.2
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.5 58 17 4.8 +0.7
RCGE RockCreek Global Equality ETF 0.5 95 -20 5.8 +1.8
SRVR Pacer Data & Infrastructure Real Estate ETF 0.5 55 20 3.7 -0.4
RFDI First Trust Riverfront Dynamic Developed International ETF 0.5 83 -8 7.4 +3.3
SKYY First Trust Cloud Computing ETF 0.5 60 15 3.4 -0.7
FLAU Franklin FTSE Australia ETF 0.5 9 66 5.5 +1.4
DWM WisdomTree International Equity Fund 0.5 48 27 5.3 +1.2
DFSU Dimensional US Sustainability Core 1 ETF 0.4 18 57 4.7 +0.6
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.4 40 35 5.4 +1.3
AVSD Avantis Responsible International Equity ETF 0.4 23 52 5.7 +1.6
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.4 46 29 4.8 +0.8
FDN First Trust Dow Jones Internet Index Fund 0.4 52 23 2.9 -1.2
FDND FT Vest Dow Jones Internet & Target Income ETF 0.4 75 0 2.7 -1.4
GLOF iShares Global Equity Factor ETF 0.4 20 55 5.7 +1.6
TEXN iShares Texas Equity ETF 0.4 20 55 5.3 +1.2
DFIC Dimensional International Core Equity 2 ETF 0.4 23 52 5.9 +1.9
ARB AltShares Merger Arbitrage ETF 0.4 77 -2 2.6 -1.5
DFJ WisdomTree Japan SmallCap Dividend Fund 0.4 58 17 6.1 +2.0
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.4 80 -5 8.4 +4.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.4 35 40 5.5 +1.5
GINN Goldman Sachs Innovate Equity ETF 0.4 52 23 3.8 -0.3
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.4 58 17 5.9 +1.8
FDMO Fidelity Momentum Factor ETF 0.4 15 60 2.6 -1.5
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 0.4 40 35 4.1 +0.0
IMFL Invesco International Developed Dynamic Multifactor ETF 0.4 34 41 4.9 +0.8
QQQS Invesco NASDAQ Future Gen 200 ETF 0.4 20 55 -4.2 -8.3
ICOW Pacer Developed Markets International Cash Cows 100 ETF 0.4 65 10 7.5 +3.4
IAK iShares U.S. Insurance ETF 0.4 40 35 6.6 +2.5
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 0.4 8 67 5.0 +0.9
IGPT Invesco AI and Next Gen Software ETF 0.4 60 15 3.4 -0.7
FSST Fidelity Sustainable U.S. Equity ETF 0.4 59 16 3.2 -0.9
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.4 60 15 4.7 +0.6
LVHI Franklin International Low Volatility High Dividend Index ET 0.4 40 35 7.3 +3.2
FLJP Franklin FTSE Japan ETF 0.4 9 66 5.2 +1.1
FLJH Franklin FTSE Japan Hedged ETF 0.4 9 66 5.1 +1.0
IGV iShares Expanded Tech-Software Sector ETF 0.4 41 34 3.7 -0.4
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.4 15 60 8.3 +4.2
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.4 58 17 5.2 +1.1
FIDU Fidelity MSCI Industrial Index ETF 0.4 8 67 3.4 -0.7
IQDG WisdomTree International Quality Dividend Growth Fund 0.4 42 33 5.4 +1.3
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.4 20 55 7.0 +2.9
RSP Invesco S&P 500 Equal Weight ETF 0.4 20 55 5.8 +1.7
FAB First Trust Multi Cap Value AlphaDEX Fund 0.4 67 8 8.6 +4.5
DTH WisdomTree International High Dividend Fund 0.4 58 17 7.0 +2.9
IPAC iShares Core MSCI Pacific ETF 0.4 9 66 5.3 +1.2
FTXO First Trust Nasdaq Bank ETF 0.4 60 15 7.9 +3.8
JVAL JPMorgan U.S. Value Factor ETF 0.4 12 63 7.2 +3.1
DFSI Dimensional International Sustainability Core 1 ETF 0.3 24 51 5.3 +1.2
XDAT Franklin Exponential Data ETF 0.3 50 25 1.3 -2.8
TXS Texas Capital Texas Equity Index ETF 0.3 49 26 4.9 +0.8
KNCT Invesco Next Gen Connectivity ETF 0.3 40 35 3.8 -0.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 36 5.9 +1.8
DFAU Dimensional US Core Equity Market ETF 0.3 12 63 4.4 +0.3
DXJ WisdomTree Japan Hedged Equity Fund 0.3 48 27 5.2 +1.1
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.3 40 35 3.5 -0.6
PNQI Invesco NASDAQ Internet ETF 0.3 60 15 3.6 -0.5
DON WisdomTree U.S. MidCap Dividend Fund 0.3 38 37 7.9 +3.8
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.3 30 45 6.2 +2.1
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 54 3.1 -1.0
FFF Founders 100 ETF 0.3 75 0 2.7 -1.4
FLQL Franklin LibertyQ U.S. Equity ETF 0.3 15 60 4.7 +0.6
WCEO Hypatia Women CEO ETF 0.3 85 -10 4.9 +0.8
CFA VictoryShares US 500 Volatility Wtd ETF 0.3 35 40 5.1 +1.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.3 40 35 5.1 +1.0
VPL Vanguard FTSE Pacific ETF 0.3 7 68 5.2 +1.1
IYK iShares U.S. Consumer Staples ETF 0.3 40 35 5.3 +1.2
DFUV Dimensional US Marketwide Value ETF 0.3 22 53 6.3 +2.2
IDMO Invesco S&P International Developed Momentum ETF 0.3 25 50 5.0 +0.9
DIHP Dimensional International High Profitability ETF 0.3 29 46 5.4 +1.3
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.3 15 60 4.4 +0.3
FNDB Schwab Fundamental US Broad Market Index ETF 0.3 25 50 6.3 +2.3
IWS iShares Russell Mid-Cap Value ETF 0.3 23 52 6.1 +2.0
JPXN iShares JPX-Nikkei 400 ETF 0.3 48 27 5.2 +1.1
BIBL Inspire 100 ETF 0.3 35 40 4.4 +0.3
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.3 12 63 6.3 +2.2
IDEV iShares Core MSCI International Developed Markets ETF 0.3 4 71 5.8 +1.7
VDC Vanguard Consumer Staples ETF 0.3 9 66 5.0 +0.9
DFUS Dimensional U.S. Equity ETF 0.3 9 66 4.2 +0.1
INEQ Columbia International Equity Income ETF 0.3 45 30 7.3 +3.2
DFAI Dimensional International Core Equity Market ETF 0.3 18 57 5.8 +1.7
FTWO Strive FAANG 2.0 ETF 0.3 49 26 3.4 -0.7
RECS Columbia Research Enhanced Core ETF 0.3 15 60 5.4 +1.3
ERTH Invesco MSCI Sustainable Future ETF 0.2 62 13 3.0 -1.1
XLI The Industrial Select Sector SPDR Fund 0.2 8 67 3.4 -0.7
VGT Vanguard Information Technology ETF 0.2 9 66 3.6 -0.5
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.2 39 36 6.6 +2.5
FEUZ First Trust Eurozone AlphaDEX ETF 0.2 80 -5 6.2 +2.2
SCHB Schwab U.S. Broad Market ETF 0.2 3 72 4.3 +0.3
MNZL Manzil Russell Halal USA Broad MarketETF 0.2 40 35 4.0 -0.1
VFH Vanguard Financials ETF 0.2 9 66 6.2 +2.1
FENY Fidelity MSCI Energy Index ETF 0.2 8 67 6.9 +2.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.2 19 56 5.0 +0.9
FNCL Fidelity MSCI Financials Index ETF 0.2 8 67 6.1 +2.0
IEFA iShares Core MSCI EAFE ETF 0.2 7 68 5.8 +1.7
SSPY Syntax Stratified LargeCap ETF 0.2 30 45 6.0 +1.9
STXV Strive 1000 Value ETF 0.2 18 57 6.8 +2.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.2 12 63 3.5 -0.6
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.2 45 30 5.5 +1.4
IMCG iShares Morningstar Mid-Cap Growth ETF 0.2 6 69 3.5 -0.6
VEA Vanguard FTSE Developed Markets ETF 0.2 3 72 5.8 +1.7
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.2 12 63 3.7 -0.4
STXG Strive 1000 Growth ETF 0.2 18 57 3.3 -0.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.2 3 72 4.3 +0.2
BBJP JPMorgan BetaBuilders Japan ETF 0.2 19 56 5.1 +1.0
VSLU Applied Finance Valuation Large Cap ETF 0.2 49 26 4.8 +0.7
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.2 3 72 4.5 +0.4
IWV iShares Russell 3000 ETF 0.2 20 55 4.1 +0.0
ENHU iShares Enhanced Large Cap Core Active ETF 0.2 22 53 4.3 +0.2
IYJ iShares U.S. Industrials ETF 0.2 40 35 3.8 -0.3
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.2 80 -5 6.9 +2.8
IXUS iShares Core MSCI Total International Stock ETF 0.2 7 68 6.4 +2.3
VTI Vanguard Total Stock Market ETF 0.2 3 72 4.3 +0.2
SCHK Schwab 1000 Index ETF 0.2 5 70 4.4 +0.3
ESGV Vanguard ESG U.S. Stock ETF 0.2 9 66 4.3 +0.2
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.2 27 48 6.2 +2.1
FCOM Fidelity MSCI Communication Services Index ETF 0.2 8 67 4.3 +0.2
VTHR Vanguard Russell 3000 ETF 0.2 7 68 4.3 +0.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.2 29 46 4.0 -0.1
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.2 60 15 5.6 +1.5
DTAN Sparkline International Intangible Value ETF 0.2 55 20 6.8 +2.7
SPDW SPDR Portfolio Developed World ex-US ETF 0.2 3 72 5.7 +1.6
IUSG iShares Core S&P U.S. Growth ETF 0.2 4 71 3.3 -0.8
VYMI Vanguard International High Dividend Yield ETF 0.2 17 58 7.7 +3.6
BLES Inspire Global Hope ETF 0.2 61 14 5.7 +1.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.2 11 64 4.3 +0.2
PRF Invesco FTSE RAFI US 1000 ETF 0.2 34 41 5.8 +1.8
VDE Vanguard Energy ETF 0.2 9 66 6.9 +2.8
SFGV Sequoia Global Value ETF 0.2 23 52 6.9 +2.8
JHML John Hancock Multifactor Large Cap ETF 0.2 29 46 4.6 +0.5
GVUS Marketbeta Russell 1000 Value Equity ETF 0.2 12 63 5.5 +1.4
IWF iShares Russell 1000 Growth ETF 0.2 19 56 3.5 -0.6
VT Vanguard Total World Stock ETF 0.2 6 69 5.1 +1.0
VONG Vanguard Russell 1000 Growth ETF 0.2 7 68 3.6 -0.5
LRND IQ U.S. Large Cap R&D Leaders ETF 0.2 14 61 4.0 -0.1
IDHQ Invesco S&P International Developed High Quality ETF 0.2 29 46 5.2 +1.1
VXUS Vanguard Total International Stock ETF 0.2 5 70 6.5 +2.4
VOX Vanguard Communication Services ETF 0.2 9 66 4.2 +0.1
IEUR iShares Core MSCI Europe ETF 0.2 11 64 6.1 +2.0
IJS iShares S&P Small-Cap 600 Value ETF 0.2 18 57 9.3 +5.2
EPS WisdomTree U.S. LargeCap Fund 0.2 8 67 4.9 +0.8
FTC First Trust Large Cap Growth AlphaDEX Fund 0.1 59 16 1.9 -2.2
DFIV Dimensional International Value ETF 0.1 27 48 7.5 +3.4
SCHF Schwab International Equity ETF 0.1 6 69 5.8 +1.7
SPEU SPDR Portfolio Europe ETF 0.1 7 68 6.1 +2.0
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.1 10 65 9.3 +5.2
IUS Invesco RAFI Strategic US ETF 0.1 19 56 5.8 +1.7
FNDX Schwab Fundamental US Large Co. Index ETF 0.1 25 50 6.4 +2.3
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 30 6.6 +2.5
IUSV iShares Core S&P US Value ETF 0.1 4 71 5.7 +1.7
VSGX Vanguard ESG International Stock ETF 0.1 10 65 6.4 +2.4
VGK Vanguard FTSE Europe ETF 0.1 6 69 6.2 +2.1
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.1 15 60 9.3 +5.2
IMCB iShares Morningstar Mid-Cap ETF 0.1 4 71 5.3 +1.2
IPKW Invesco International BuyBack Achievers ETF 0.1 55 20 7.7 +3.6
EXI iShares Global Industrials ETF 0.1 42 33 3.4 -0.7
SCHD Schwab US Dividend Equity ETF 0.1 6 69 8.0 +3.9
IGRO iShares International Dividend Growth ETF 0.1 15 60 6.4 +2.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.1 14 61 4.3 +0.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1 9 66 4.9 +0.8
IYY iShares Dow Jones U.S. ETF 0.1 20 55 4.2 +0.1
IGM iShares Expanded Tech Sector ETF 0.1 41 34 3.2 -0.9
SCHG Schwab U.S. Large-Cap Growth ETF 0.1 4 71 3.4 -0.7
IYW iShares U.S. Technology ETF 0.1 40 35 3.5 -0.6
IWB iShares Russell 1000 ETF 0.1 15 60 4.3 +0.2
SIZE iShares MSCI USA Size Factor ETF 0.1 15 60 5.4 +1.3
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.1 8 67 4.3 +0.2
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 55 5.6 +1.5
VONE Vanguard Russell 1000 ETF 0.1 7 68 4.3 +0.3
VIGI Vanguard International Dividend Appreciation ETF 0.1 10 65 5.7 +1.6
EUSA iShares MSCI USA Equal Weighted ETF 0.1 9 66 5.5 +1.4
XMAG Defiance Large Cap ex-Mag 7 ETF 0.1 35 40 4.4 +0.3
BKIE BNY Mellon International Equity ETF 0.1 4 71 5.7 +1.6
QLC FlexShares US Quality Large Cap Index Fund 0.1 25 50 4.7 +0.6
VEU Vanguard FTSE All-World ex-US Index Fund 0.1 4 71 6.6 +2.5
XOEF iShares S&P 500 ex S&P 100 ETF 0.1 20 55 4.7 +0.6
VCR Vanguard Consumer Discretionary ETF 0.1 9 66 4.3 +0.2
SPHQ Invesco S&P 500 Quality ETF 0.1 15 60 4.5 +0.4
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 33 4.3 +0.2
CCNR ALPS CoreCommodity Natural Resources ETF 0.1 39 36 7.9 +3.8
GCOW Pacer Global Cash Cows Dividend ETF 0.1 60 15 8.7 +4.6
IGE iShares North American Natural Resources ETF 0.1 41 34 5.3 +1.3
XLV The Health Care Select Sector SPDR Fund 0.1 8 67 6.1 +2.0
RXI iShares Global Consumer Discretionary ETF 0.1 41 34 7.5 +3.4
RWL Invesco S&P 500 Revenue ETF 0.1 39 36 5.8 +1.7
DUHP Dimensional US High Profitability ETF 0.1 21 54 5.0 +0.9
SCHX Schwab U.S. Large-Cap ETF 0.1 3 72 4.4 +0.3
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.1 32 43 4.1 0.0
AVIV Avantis International Large Cap Value ETF 0.1 25 50 6.6 +2.5
VONV Vanguard Russell 1000 Value ETF 0.1 7 68 5.6 +1.5
IWD iShares Russell 1000 Value ETF 0.1 19 56 5.5 +1.4
WOMN Impact Shares YWCA Women's Empowerment ETF 0.1 75 0 4.8 +0.7
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 50 7.3 +3.2
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 71 5.6 +1.6
FLEE Franklin FTSE Europe ETF 0.1 9 66 6.0 +1.9
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.1 18 57 6.2 +2.1
JGRO JPMorgan Active Growth ETF 0.1 44 31 2.5 -1.6
IQSI IQ Candriam International Equity ETF 0.1 15 60 5.3 +1.2
THRO iShares U.S. Thematic Rotation Active ETF 0.1 90 -15 3.3 -0.8
TOV JLens 500 Jewish Advocacy U.S. ETF 0.1 18 57 4.0 -0.1
RAFE PIMCO RAFI ESG U.S. ETF 0.1 29 46 6.4 +2.3
REVS Columbia Research Enhanced Value ETF 0.1 19 56 6.8 +2.7
HFXI IQ FTSE International Equity Currency Neutral ETF 0.1 20 55 5.6 +1.5
GXLC Global X U.S. 500 ETF 0.1 2 73 4.2 +0.1
HDUS Hartford Disciplined US Equity ETF 0.1 19 56 4.9 +0.8
IVE iShares S&P 500 Value ETF 0.1 18 57 5.5 +1.4
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.1 4 71 5.6 +1.5
IXJ iShares Global Healthcare ETF 0.1 42 33 5.7 +1.6
VOOV Vanguard S&P 500 Value ETF 0.1 7 68 5.6 +1.5
IMCV iShares Morningstar Mid-Cap Value ETF 0.1 6 69 6.9 +2.8
EVUS iShares ESG Aware MSCI USA Value ETF 0.1 18 57 5.6 +1.5
CATH Global X S&P 500 Catholic Values Custom ETF 0.1 29 46 4.1 +0.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.1 60 15 5.9 +1.8
DIVI Franklin International Core Dividend Tilt Index ETF 0.1 9 66 6.4 +2.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 55 4.4 +0.3
DEW WisdomTree Global High Dividend Fund 0.1 58 17 7.1 +3.0
VOTE TCW Transform 500 ETF 0.1 5 70 4.2 +0.2
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.1 58 17 3.5 -0.6
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 0.1 5 70 7.4 +3.3
DIVB iShares Core Dividend ETF 0.1 5 70 7.3 +3.2
ILCG iShares Morningstar Growth ETF 0.1 4 71 3.2 -0.9
GXPT Global X PureCap MSCI Information Technology ETF 0.1 25 50 3.7 -0.4
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.1 19 56 4.9 +0.8
MODL VictoryShares WestEnd U.S. Sector ETF 0.1 42 33 4.1 +0.0
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 47 5.7 +1.6
GSPY Gotham Enhanced 500 ETF 0.0 50 25 4.6 +0.5
DSI iShares MSCI KLD 400 Social ETF 0.0 25 50 4.3 +0.2
CHRI Global X S&P 500 Christian Values ETF 0.0 29 46 4.1 -0.0
JHMD John Hancock Multifactor Developed International ETF 0.0 39 36 5.9 +1.8
IEDI iShares U.S. Consumer Focused ETF 0.0 18 57 4.6 +0.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.0 10 65 4.3 +0.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.0 7 68 4.5 +0.4
QGRW WisdomTree U.S. Quality Growth Fund 0.0 28 47 3.0 -1.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.0 45 30 3.7 -0.4
USXF iShares ESG Advanced MSCI USA ETF 0.0 10 65 4.1 +0.0
XVV iShares ESG Screened S&P 500 ETF 0.0 8 67 4.3 +0.2
USEW Cambria US EW ETF 0.0 30 45 4.2 +0.1
TOPC iShares S&P 500 3% Capped ETF 0.0 15 60 4.5 +0.4
HLAL Wahed FTSE USA Shariah ETF 0.0 50 25 3.9 -0.2
PBUS Invesco MSCI USA ETF 0.0 4 71 4.3 +0.2
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.0 20 55 4.1 +0.0
IVV iShares Core S&P 500 ETF 0.0 3 72 4.3 +0.3
VOO Vanguard S&P 500 ETF 0.0 3 72 4.3 +0.2
SPY SPDR S&P 500 ETF 0.0 9 66 4.3 +0.2
SPYM State Street SPDR Portfolio S&P 500 ETF 0.0 2 73 4.3 +0.3
ILCB iShares Morningstar U.S. Equity ETF 0.0 3 72 4.2 +0.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.0 75 0 3.3 -0.8
WRND IQ Global Equity R&D Leaders ETF 0.0 18 57 4.1 -0.0
QVML Invesco S&P 500 QVM Multi-factor ETF 0.0 11 64 4.5 +0.4
SPXN ProShares S&P 500 Ex-Financials ETF 0.0 9 66 4.1 +0.0
SPXT ProShares S&P 500 Ex-Technology ETF 0.0 9 66 4.7 +0.6
SUSL iShares ESG MSCI USA Leaders ETF 0.0 10 65 4.3 +0.2
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.0 8 67 4.5 +0.4
GLBL Pacer MSCI World Industry Advantage ETF 0.0 65 10 3.6 -0.5
SPXE ProShares S&P 500 Ex-Energy ETF 0.0 9 66 4.2 +0.1
SPXV ProShares S&P 500 Ex-Health Care ETF 0.0 9 66 4.1 -0.0
DGRO iShares Core Dividend Growth ETF 0.0 8 67 5.5 +1.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.0 30 45 3.9 -0.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.0 2 73 4.3 +0.2
KOKU Xtrackers MSCI Kokusai Equity ETF 0.0 9 66 4.5 +0.4
DSPY Tema S&P 500 Historical Weight ETF 0.0 18 57 4.5 +0.4
ILCV iShares Morningstar Value ETF 0.0 4 71 5.3 +1.2
INRO iShares U.S. Industry Rotation Active ETF 0.0 42 33 3.7 -0.4
SFY SoFi Select 500 ETF 0.0 0 75 3.9 -0.2
TOK iShares MSCI Kokusai ETF 0.0 26 49 4.4 +0.3
URTH iShares MSCI World ETF 0.0 24 51 4.4 +0.3
RAUS RACWI US ETF 0.0 15 60 4.3 +0.2
SNPE Xtrackers S&P 500 ESG ETF 0.0 10 65 4.4 +0.3
ACWI iShares MSCI ACWI ETF 0.0 32 43 4.7 +0.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.0 12 63 4.5 +0.4
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.0 15 60 5.0 +0.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.0 20 55 4.8 +0.7
QWLD SPDR MSCI World StrategicFactors ETF 0.0 30 45 5.0 +0.9
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 10 0.0 -4.1

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%.

Content on this tab for subscribers only**

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

Content on this tab for subscribers only

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:

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 14.4 %
Divided by: Fwd. P/BV 3.0 x
Less: Expense ratio 75 bp
Equals: ALTAR Score 4.1 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.59 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.