Aztlan Global Stock Selection DM SMID ETF
ALTAR
Score™		 4.6% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 17.8x P/Sales
ratio		 1.1x
P/BV
ratio		 2.8x Div.
yield		 1.7%


  • 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) $32
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 3.9 %
DAVITA INC 2.9 %
ARGAN INC 2.7 %
ANRITSU CORP 2.6 %
LOTTOMATICA GROUP SPA 2.5 %
GENERAC HOLDINGS INC 2.4 %
SPROUTS FARMERS MARKET INC 2.4 %
STERLING CONSTRUCTION CO 2.4 %
SPROTT INC 2.4 %
SHIMIZU CORP 2.3 %
Total 26.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 53.3 %
JAPAN 12.8 %
CANADA 9.9 %
GERMANY 5.4 %
BRITAIN 2.1 %
IRELAND 2.0 %
ITALY 2.0 %
AUSTRALIA 1.9 %
FINLAND 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 $28.09
30d moving avg. $30.10
Annualized volatility 16.7%
Short interest (ETF) 0.0%
Relative strength (RSI) 41

Liquidity measures
Avg. volume (thou.) 0
Turnover 0.0%
Bid/Ask (% of price) 0.68%
ADV underlying (mns) $1,847

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 706 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™: 4.6%


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 8.6 60 15 5.1 +0.5
XMHQ Invesco S&P MidCap Quality ETF 8.5 25 50 6.3 +1.7
GRNJ Fundstrat Granny Shts US Sm- &Mid-CapETF 8.3 75 0 2.3 -2.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 8.2 60 15 7.4 +2.8
FFTY Innovator IBD 50 ETF 8.2 80 -5 0.1 -4.6
JSML Janus Henderson Small Cap Growth Alpha ETF 7.5 30 45 3.2 -1.4
CSMD Congress SMid Growth ETF 7.5 69 6 3.7 -0.9
SMCF Themes US Small Cap Cash Flow Champions ETF 7.4 29 46 10.7 +6.1
ABLS Abacus FCF Small Cap Leaders ETF 7.3 59 16 5.1 +0.5
XSHQ Invesco S&P SmallCap Quality ETF 7.0 29 46 7.4 +2.8
XSMO Invesco S&P SmallCap Momentum ETF 6.9 39 36 4.2 -0.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 6.4 35 40 3.5 -1.1
RFG Invesco S&P Midcap 400 Pure Growth ETF 6.3 35 40 4.9 +0.3
CTEF Castellan Targeted Equity ETF 6.3 45 30 3.2 -1.4
GRPM Invesco S&P MidCap 400 GARP ETF 6.2 35 40 7.3 +2.7
GRPZ Invesco S&P SmallCap 600 GARP ETF 6.0 35 40 6.8 +2.2
JIVE JPMorgan International Value ETF 5.9 55 20 9.1 +4.5
BUL Pacer US Cash Cows Growth ETF 5.7 60 15 3.6 -1.0
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 5.6 49 26 7.1 +2.5
RNSC Furst Trust Small Cap US Equity Select ETF 5.6 60 15 4.7 +0.1
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 5.5 35 40 7.0 +2.4
DBSC Deepwater Beachfront Small Cap ETF 5.5 85 -10 1.4 -3.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 5.5 70 5 2.3 -2.3
SPIT F/m Emerald Special Situations ETF 5.3 105 -30 -0.6 -5.3
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 5.2 59 16 9.0 +4.4
ABLD Abacus FCF Real Assets Leaders ETF 5.1 69 6 6.6 +2.0
ABFL Abacus FCF Leaders ETF 5.1 59 16 4.1 -0.5
TAX Cambria Tax Aware ETF 5.1 49 26 4.6 -0.0
PKB Invesco Building & Construction ETF 5.1 62 13 3.9 -0.8
AIRR First Trust RBA American Industrial Renaissance ETF 5.1 70 5 4.0 -0.6
PFI Invesco Dorsey Wright Financial Momentum ETF 5.0 60 15 5.2 +0.6
PSC Principal U.S. Small-Cap ETF 4.9 38 37 4.2 -0.5
ETHO Etho Climate Leadership U.S. ETF 4.8 47 28 4.9 +0.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 4.7 49 26 5.0 +0.4
NIXT Research Affiliates Deletions ETF 4.7 9 66 7.6 +3.0
AIPO Defiance AI & Power Infrastructure ETF 4.6 69 6 1.1 -3.6
OPTZ Optimize Strategy Index ETF 4.4 50 25 4.3 -0.4
IQSM IQ Candriam U.S. Mid Cap Equity ETF 4.3 15 60 5.6 +1.0
FXH First Trust Health Care AlphaDEX Fund 4.3 62 13 5.2 +0.5
NUSC Nuveen ESG Small-Cap ETF 4.2 31 44 5.5 +0.9
CALF Pacer US Small Cap Cash Cows 100 ETF 4.2 59 16 9.9 +5.3
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 4.2 95 -20 -0.5 -5.1
AFMC First Trust Active Factor Mid Cap ETF 4.1 65 10 7.8 +3.2
IMOM Alpha Architect International Quantitative Momentum ETF 4.1 49 26 4.6 -0.0
MIDE Xtrackers S&P MidCap 400 ESG ETF 4.0 15 60 7.5 +2.8
ABOT Abacus FCF Innovation Leaders ETF 3.9 69 6 4.1 -0.5
PBE Invesco Biotechnology & Genome ETF 3.9 58 17 2.0 -2.6
FBT First Trust NYSE Arca Biotechnology Index Fund 3.9 56 19 2.9 -1.7
GOEX Global X Gold Explorers ETF 3.9 65 10 2.2 -2.4
GOAU U.S. Global GO GOLD and Precious Metal Miners ETF 3.9 60 15 2.3 -2.3
AUMI Themes Gold Miners ETF 3.9 35 40 3.3 -1.3
SGRT SMART Earnings Growth 30 ETF 3.9 59 16 3.0 -1.6
CNRG State Street SPDR S&P Kensho Clean Power ETF 3.8 45 30 0.0 -4.6
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 3.7 55 20 3.5 -1.1
HYP Golden Eagle Dynamic Hypergrowth ETF 3.7 85 -10 -0.8 -5.4
XMMO Invesco S&P MidCap Momentum ETF 3.7 34 41 3.8 -0.8
PSCF Invesco S&P SmallCap Financials ETF 3.7 29 46 9.3 +4.7
TMFX Motley Fool Next Index ETF 3.6 50 25 3.2 -1.4
FFOX FundX Future Fund Opportunities ETF 3.6 100 -25 2.6 -2.0
AIVC Amplify Bloomberg AI Value Chain ETF 3.6 59 16 5.2 +0.6
LSAF LeaderShares AlphaFactor US Core Equity ETF 3.6 75 0 6.7 +2.1
RNMC First Trust Mid Cap US Equity Select ETF 3.6 60 15 6.7 +2.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 3.5 24 51 6.6 +2.0
BFOR ALPS Barron's 400 ETF 3.5 65 10 5.4 +0.8
BBP Virtus LifeSci Biotech Products ETF 3.4 79 -4 -4.5 -9.1
SRHQ SRH U.S. Quality ETF 3.4 35 40 6.8 +2.2
GPT Intelligent Alpha Atlas ETF 3.4 69 6 6.7 +2.1
IJK iShares S&P Mid-Cap 400 Growth ETF 3.3 17 58 4.5 -0.1
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 3.3 15 60 4.5 -0.1
SMOX Horizon Small/Mid Cap Core Equity ETF 3.3 75 0 5.9 +1.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.3 10 65 4.5 -0.1
RSMC Rockefeller U.S. Small-Mid Cap ETF 3.3 75 0 4.6 -0.0
CANC Tema Oncology ETF 3.2 75 0 -2.5 -7.2
FNX First Trust Mid Cap Core AlphaDEX Fund 3.2 60 15 6.8 +2.2
MID American Century Mid Cap Growth Impact ETF 3.2 45 30 3.1 -1.5
MFVL Motley Fool Value Factor ETF 3.2 50 25 5.8 +1.2
XME State Street SPDR S&P Metals & Mining ETF 3.2 35 40 5.8 +1.1
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 3.1 60 15 -1.0 -5.6
QGRO American Century U.S. Quality Growth ETF 3.1 29 46 4.1 -0.5
SMLF iShares U.S. SmallCap Equity Factor ETF 3.1 15 60 5.5 +0.9
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 3.0 75 0 6.4 +1.8
KCE State Street SPDR S&P Capital Markets ETF 3.0 35 40 6.5 +1.9
OAIM OneAscent International Equity ETF 3.0 95 -20 5.1 +0.5
HAPS Harbor Human Capital Factor US Small Cap ETF 3.0 60 15 4.0 -0.7
IBBQ Invesco Nasdaq Biotechnology ETF 3.0 19 56 0.3 -4.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 3.0 39 36 4.0 -0.6
FPX First Trust US Equity Opportunities ETF 2.9 61 14 1.0 -3.6
FTXH First Trust Nasdaq Pharmaceuticals ETF 2.9 60 15 7.3 +2.6
VBK Vanguard Small-Cap Growth ETF 2.9 7 68 1.4 -3.2
CSA VictoryShares US Small Cap Volatility Wtd ETF 2.8 35 40 6.4 +1.8
FYC First Trust Small Cap Growth AlphaDEX Fund 2.8 71 4 -0.6 -5.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.8 15 60 6.7 +2.0
XJH iShares ESG Screened S&P Mid-Cap ETF 2.8 12 63 6.5 +1.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.8 4 71 6.0 +1.4
IWO iShares Russell 2000 Growth ETF 2.7 24 51 0.6 -4.0
ISCG iShares Morningstar Small-Cap Growth ETF 2.7 6 69 3.0 -1.6
GVLU Gotham 1000 Value ETF 2.7 50 25 8.7 +4.1
RNIN Bushido Capital US SMID Cap Equity ETF 2.7 70 5 11.7 +7.0
IBUY Amplify Online Retail ETF 2.7 65 10 2.5 -2.2
XHS State Street SPDR S&P Health Care Services ETF 2.6 35 40 4.3 -0.3
MDY SPDR S&P Midcap 400 ETF Trust 2.6 23 52 6.5 +1.9
XBI State Street SPDR S&P Biotech ETF 2.6 35 40 -2.5 -7.1
IBB iShares Biotechnology ETF 2.6 45 30 -0.5 -5.1
SCHM Schwab U.S. Mid-Cap ETF 2.6 4 71 6.5 +1.8
JHSC John Hancock Multifactor Small Cap ETF 2.6 42 33 6.6 +2.0
FSMD Fidelity Small-Mid Multifactor ETF 2.6 15 60 7.3 +2.6
STRN SMART Trend 25 ETF 2.5 59 16 3.0 -1.6
EZM WisdomTree U.S. MidCap Fund 2.5 38 37 8.7 +4.1
VFMO Vanguard U.S. Momentum Factor ETF 2.5 13 62 1.9 -2.7
ALIL Argent Focused Small Cap ETF 2.5 74 1 6.3 +1.7
GURU Global X Guru Index ETF 2.5 75 0 2.7 -1.9
SCHA Schwab U.S. Small-Cap ETF 2.5 4 71 5.0 +0.4
STXM Strive Mid-Cap ETF 2.5 18 57 5.8 +1.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.5 7 68 5.9 +1.3
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 2.4 45 30 4.6 +0.0
MAVF Matrix Advisors Value ETF 2.4 75 0 5.5 +0.9
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.4 20 55 4.4 -0.2
FLOW Global X U.S. Cash Flow Kings 100 ETF 2.4 25 50 12.1 +7.4
CWS AdvisorShares Focused Equity ETF 2.4 84 -9 4.9 +0.3
KROP Global X AgTech & Food Innovation ETF 2.4 50 25 7.0 +2.3
IJH iShares Core S&P Mid-Cap ETF 2.4 5 70 6.6 +2.0
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 2.4 3 72 6.7 +2.0
RVER Trenchless Fund ETF 2.4 65 10 0.8 -3.8
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.4 15 60 7.0 +2.4
IVOO Vanguard S&P Mid-Cap 400 ETF 2.4 7 68 6.6 +2.0
CBSE Clough Select Equity ETF 2.4 85 -10 0.5 -4.1
PSCI Invesco S&P SmallCap Industrials ETF 2.4 29 46 5.2 +0.6
LOUP Innovator Deepwater Frontier Tech ETF 2.4 70 5 1.2 -3.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.4 10 65 4.1 -0.5
IJT iShares S&P Small-Cap 600 Growth ETF 2.4 18 57 4.2 -0.5
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.4 15 60 4.2 -0.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 2.4 25 50 8.7 +4.1
TPSC Timothy Plan US Small Cap Core ETF 2.4 52 23 7.2 +2.6
DFAS Dimensional U.S. Small Cap ETF 2.4 26 49 6.2 +1.6
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.3 35 40 6.6 +2.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.3 64 11 1.5 -3.1
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 2.3 29 46 9.2 +4.6
TMFS Motley Fool Small-Cap Growth ETF 2.3 85 -10 1.4 -3.3
PDP Invesco Dorsey Wright Momentum ETF 2.3 62 13 1.7 -2.9
RAYJ Rayliant SMDAM Japan Equity ETF 2.3 72 3 3.4 -1.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.3 17 58 5.5 +0.9
FCPI Fidelity Stocks for Inflation ETF 2.3 15 60 6.3 +1.7
AGNG Global X Aging Population ETF 2.2 50 25 4.3 -0.3
BKSE BNY Mellon US Small Cap Core Equity ETF 2.2 4 71 5.8 +1.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.2 24 51 7.7 +3.0
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.2 60 15 1.4 -3.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.2 20 55 4.6 -0.0
FNDA Schwab Fundamental US Small Co. Index ETF 2.1 25 50 6.8 +2.2
SQLV Royce Quant Small-Cap Quality Value ETF 2.1 60 15 8.9 +4.3
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.1 15 60 4.6 -0.1
VTWG Vanguard Russell 2000 Growth ETF 2.1 10 65 0.8 -3.9
TTAC FCF US Quality ETF 2.1 59 16 5.3 +0.7
PBJ Invesco Food & Beverage ETF 2.0 57 18 7.9 +3.3
MVPA Miller Value Partners Appreciation ETF 2.0 60 15 10.7 +6.1
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.0 39 36 1.3 -3.3
SAGP Strategas Global Policy Opportunities ETF 2.0 65 10 5.0 +0.3
DSMC Distillate Small/Mid Cash Flow ETF 2.0 55 20 11.7 +7.1
KIE State Street SPDR S&P Insurance ETF 2.0 35 40 7.1 +2.5
PSI Invesco Semiconductors ETF 2.0 57 18 2.5 -2.2
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 2.0 58 17 -2.1 -6.7
ETEC iShares Breakthrough Environmental Solutions ETF 2.0 47 28 3.0 -1.6
XSD State Street SPDR S&P Semiconductor ETF 2.0 35 40 3.8 -0.9
TRFM AAM Transformers ETF 2.0 49 26 1.3 -3.4
MJSC MUFG Japan Small Cap Active ETF 2.0 85 -10 5.3 +0.7
GDXJ VanEck Junior Gold Miners ETF 2.0 52 23 2.9 -1.7
GLRY Inspire Faithward Mid Cap Momentum ETF 2.0 80 -5 4.1 -0.6
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.0 60 15 7.1 +2.5
IDNA iShares Genomics Immunology and Healthcare ETF 2.0 47 28 -0.3 -4.9
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 2.0 49 26 4.1 -0.5
FMDE Fidelity Enhanced Mid Cap ETF 2.0 23 52 5.9 +1.2
AFSM First Trust Active Factor Small Cap ETF 2.0 75 0 6.7 +2.1
QVAL Alpha Architect US Quantitative Value ETF 1.9 39 36 10.1 +5.5
LYLD Cambria Large Cap Shareholder Yield ETF 1.9 59 16 8.8 +4.2
IFRA iShares U.S. Infrastructure ETF 1.9 30 45 6.0 +1.4
ADIV SmartETFs Asia Pacific Dividend Builder ETF 1.9 78 -3 10.3 +5.7
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.9 48 27 8.4 +3.8
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 1.9 29 46 4.1 -0.5
CCSO Carbon Collective Climate Solutions US Equity ETF 1.9 35 40 1.0 -3.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.9 29 46 7.1 +2.5
FESM Fidelity Enhanced Small Cap ETF 1.9 28 47 2.7 -1.9
SGDM Sprott Gold Miners ETF 1.9 50 25 3.0 -1.7
VUSE Vident U.S. Equity Strategy ETF 1.9 50 25 4.0 -0.6
ISCB iShares Morningstar Small-Cap ETF 1.9 4 71 6.0 +1.3
WSML iShares MSCI World Small-Cap ETF 1.9 15 60 6.0 +1.3
EFNL iShares MSCI Finland ETF 1.9 56 19 6.4 +1.7
FDRV Fidelity Electric Vehicles and Future Transportation ETF 1.9 39 36 1.2 -3.4
RWK Invesco S&P MidCap 400 Revenue ETF 1.8 39 36 8.8 +4.1
STXK Strive Small-Cap ETF 1.8 18 57 5.7 +1.1
AVUV Avantis U.S. Small Cap Value ETF 1.8 25 50 8.9 +4.3
RSSL Global X Russell 2000 ETF 1.8 8 67 3.1 -1.5
FGM First Trust Germany AlphaDEX Fund 1.8 80 -5 5.5 +0.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.8 18 57 7.2 +2.6
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 1.7 60 15 0.8 -3.8
FJP First Trust Japan AlphaDEX Fund 1.7 80 -5 8.0 +3.3
EES WisdomTree U.S. SmallCap Fund 1.7 38 37 8.8 +4.2
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.7 40 35 5.7 +1.1
FCLD Fidelity Cloud Computing ETF 1.7 39 36 4.0 -0.6
SMRI Bushido Capital US Equity ETF 1.7 71 4 8.6 +4.0
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.7 85 -10 2.8 -1.8
FLRG Fidelity U.S. Multifactor ETF 1.7 15 60 6.3 +1.6
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 1.7 38 37 9.8 +5.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.7 39 36 2.6 -2.0
IWM iShares Russell 2000 ETF 1.7 19 56 3.0 -1.6
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.7 9 66 4.3 -0.4
IWP iShares Russell Mid-Cap Growth ETF 1.7 23 52 3.0 -1.7
FSCS First Trust SMID Capital Strength ETF 1.7 60 15 7.0 +2.4
PAWZ ProShares Pet Care ETF 1.7 50 25 4.0 -0.6
SLX VanEck Steel ETF 1.7 56 19 12.6 +7.9
VAMO Cambria Value & Momentum ETF 1.7 61 14 5.3 +0.7
FELG Fidelity Enhanced Large Cap Growth ETF 1.6 18 57 3.6 -1.0
PKW Invesco Buyback Achievers ETF 1.6 62 13 7.7 +3.1
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 1.6 61 14 6.4 +1.8
PTH Invesco Dorsey Wright Healthcare Momentum ETF 1.6 60 15 -1.8 -6.4
HELX Franklin Genomic Advancements ETF 1.6 50 25 -1.5 -6.1
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.6 68 7 2.7 -2.0
WTV WisdomTree US Value Fund of Benef Interest 1.6 12 63 8.2 +3.6
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.6 52 23 5.4 +0.8
MILN Global X Millennial Consumer ETF 1.6 50 25 4.2 -0.4
FDEV Fidelity International Multifactor ETF 1.6 18 57 7.5 +2.9
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.6 30 45 7.8 +3.2
XRT State Street SPDR S&P Retail ETF 1.6 35 40 8.0 +3.4
VFQY Vanguard U.S. Quality Factor ETF 1.6 13 62 6.0 +1.3
RSPH Invesco S&P 500 Equal Weight Health Care ETF 1.6 40 35 7.6 +3.0
VFLO VictoryShares Free Cash Flow ETF 1.6 39 36 8.3 +3.6
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 1.6 45 30 -1.6 -6.2
SIXL ETC 6 Meridian Low Beta Equity ETF 1.6 80 -5 6.0 +1.4
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.6 55 20 9.9 +5.2
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 1.5 60 15 8.2 +3.5
POWR iShares U.S. Power Infrastructure ETF 1.5 40 35 4.1 -0.5
JHMM John Hancock Multifactor Mid Cap ETF 1.5 42 33 5.9 +1.3
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.5 43 32 5.5 +0.8
PAVE Global X U.S. Infrastructure Development ETF 1.5 47 28 4.8 +0.1
MFIG Motley Fool Innovative Growth Factor ETF 1.5 50 25 3.0 -1.6
XJR iShares ESG Screened S&P Small-Cap ETF 1.5 12 63 7.0 +2.4
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 1.5 12 63 3.8 -0.8
CHAT Roundhill Generative AI & Technology ETF 1.5 75 0 5.8 +1.1
SURE AdvisorShares Insiders Advantage ETF 1.5 90 -15 8.6 +4.0
BMED Future Health ETF 1.5 85 -10 1.3 -3.4
PXI Invesco Dorsey Wright Energy Momentum ETF 1.5 60 15 5.2 +0.5
NUKZ Range Nuclear Renaissance Index ETF 1.5 85 -10 1.4 -3.2
NLR VanEck Uranium+Nuclear Energy ETF 1.5 61 14 1.6 -3.1
URA Global X Uranium ETF 1.5 69 6 0.8 -3.8
URAN Themes Uranium & Nuclear ETF 1.5 35 40 0.9 -3.7
TNUK Tortoise Nuclear Renaissance ETF 1.5 75 0 0.8 -3.9
VB Vanguard Small-Cap ETF 1.5 5 70 5.7 +1.1
LCLG Logan Capital Broad Innovative Growth ETF 1.5 99 -24 3.4 -1.2
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.5 59 16 5.1 +0.5
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 1.5 15 60 8.6 +4.0
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.5 56 19 10.4 +5.7
IJJ iShares S&P Mid-Cap 400 Value ETF 1.4 18 57 8.6 +4.0
LGRO Level Four Large Cap Growth Active ETF 1.4 55 20 4.1 -0.5
VXF Vanguard Extended Market ETF 1.4 5 70 4.2 -0.4
CGV Conductor Global Equity Value ETF 1.4 130 -55 8.0 +3.4
VTWO Vanguard Russell 2000 ETF 1.4 7 68 3.2 -1.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.4 10 65 8.7 +4.1
AUAU Global X Gold Miners ETF 1.4 35 40 2.6 -2.0
SIXS ETC 6 Meridian Small Cap Equity ETF 1.4 89 -14 8.5 +3.9
ROSC Hartford Multifactor Small Cap ETF 1.4 34 41 7.9 +3.3
WDNA WisdomTree BioRevolution Fund 1.4 45 30 -2.4 -7.1
VFMF Vanguard U.S. Multifactor ETF 1.4 18 57 7.3 +2.6
HWAY Themes US Infrastructure ETF 1.4 29 46 5.3 +0.7
PBW Invesco WilderHill Clean Energy ETF 1.4 66 9 -3.3 -7.9
TAN Invesco Solar ETF 1.4 67 8 4.5 -0.2
FRNW Fidelity Clean Energy ETF 1.4 39 36 2.0 -2.6
ABIG Argent Large Cap ETF 1.4 49 26 4.7 +0.1
WAR U.S. Global Tech and Aerospace & Defense ETF 1.4 60 15 0.2 -4.4
ACES ALPS Clean Energy ETF 1.4 55 20 -2.8 -7.4
WCLD WisdomTree Cloud Computing Fund 1.4 45 30 1.6 -3.0
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 1.3 12 63 7.5 +2.9
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 1.3 60 15 4.6 0.0
SCJ iShares MSCI Japan Small-Cap ETF 1.3 50 25 6.2 +1.5
OSCV Opus Small Cap Value ETF 1.3 79 -4 6.2 +1.5
FNK First Trust Mid Cap Value AlphaDEX Fund 1.3 70 5 10.3 +5.7
SMHX VanEck Fabless Semiconductor ETF 1.3 35 40 2.9 -1.8
FXL First Trust Technology AlphaDEX Fund 1.3 61 14 6.3 +1.7
VIOO Vanguard S&P Small-Cap 600 ETF 1.3 7 68 7.0 +2.4
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.3 3 72 7.2 +2.6
IJR iShares Core S&P Small Cap ETF 1.3 6 69 7.1 +2.5
FPWR First Trust EIP Power Solutions ETF 1.3 96 -21 4.4 -0.3
AVMC Avantis U.S. Mid Cap Equity ETF 1.3 18 57 6.5 +1.9
ANEW ProShares MSCI Transformational Changes ETF 1.3 45 30 4.8 +0.2
GDX VanEck Gold Miners ETF 1.2 51 24 3.0 -1.6
ASCE Allspring SMID Core ETF 1.2 38 37 3.4 -1.2
DTEC ALPS Disruptive Technologies ETF 1.2 50 25 3.9 -0.7
GQQQ Astoria US Quality Growth Kings ETF 1.2 35 40 3.8 -0.8
SLVP iShares MSCI Global Silver Miners ETF 1.2 39 36 4.2 -0.4
AVSC Avantis U.S Small Cap Equity ETF 1.2 25 50 5.3 +0.7
DFNV Donoghue Forlines Innovation ETF 1.2 69 6 4.2 -0.4
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 1.2 24 51 7.3 +2.7
DIM WisdomTree International MidCap Dividend Fund 1.2 58 17 6.7 +2.1
AVDV Avantis International Small Cap Value ETF 1.2 36 39 8.5 +3.9
QABA First Trust NASDAQ ABA Community Bank Index Fund 1.2 60 15 8.7 +4.1
RODM Hartford Multifactor Developed Markets (ex-US) ETF 1.2 29 46 7.4 +2.8
DRIV Global X Autonomous & Electric Vehicles ETF 1.2 68 7 4.0 -0.6
LRGF iShares U.S. Equity Factor ETF 1.2 8 67 5.1 +0.5
PBD Invesco Global Clean Energy ETF 1.2 75 0 0.4 -4.3
KRE State Street SPDR S&P Regional Banking ETF 1.2 35 40 9.4 +4.8
USMF WisdomTree U.S. Multifactor Fund 1.2 28 47 6.7 +2.1
EWUS iShares MSCI United Kingdom Small Cap ETF 1.1 59 16 7.9 +3.3
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.1 75 0 2.6 -2.1
ISCV iShares Morningstar Small Cap Value ETF 1.1 6 69 8.6 +3.9
RSPN Invesco S&P 500 Equal Weight Industrials ETF 1.1 40 35 4.6 -0.0
FID First Trust S&P International Dividend Aristocrats ETF 1.1 60 15 8.3 +3.7
SCZ iShares MSCI EAFE Small-Cap ETF 1.1 40 35 6.7 +2.1
FYX First Trust Small Cap Core AlphaDEX Fund 1.1 61 14 6.2 +1.5
SCDS JPMorgan Fundamental Data Science Small Core ETF 1.1 40 35 4.4 -0.2
XSW State Street SPDR S&P Software & Services ETF 1.1 35 40 3.1 -1.5
CSD Invesco S&P Spin-Off ETF 1.1 65 10 4.3 -0.3
FFND Future Fund Active ETF 1.1 100 -25 4.7 +0.1
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.1 20 55 0.9 -3.7
FNDC Schwab Fundamental International Small Co. Index ETF 1.1 39 36 7.3 +2.7
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.1 49 26 8.8 +4.2
DFIS Dimensional International Small Cap ETF 1.0 39 36 6.7 +2.1
SCHC Schwab International Small-Cap Equity ETF 1.0 11 64 7.1 +2.5
CHGX AXS Change Finance ESG ETF 1.0 49 26 5.0 +0.4
AVMV Avantis U.S. Mid Cap Value ETF 1.0 20 55 7.8 +3.1
CTEC Global X CleanTech ETF 1.0 50 25 -0.0 -4.6
IEUS iShares MSCI Europe Small-Cap ETF 1.0 42 33 7.4 +2.8
VALQ American Century U.S. Quality Value ETF 1.0 29 46 7.3 +2.7
TCAI Tortoise AI Infrastructure ETF 1.0 65 10 1.8 -2.8
FDT First Trust Developed Markets ex-US AlphaDEX Fund 1.0 80 -5 7.4 +2.8
LQPE PEO AlphaQuest Thematic PE ETF 1.0 125 -50 5.3 +0.7
ISMD Inspire Small/Mid Cap ETF 1.0 54 21 6.0 +1.4
JPIN J.P. Morgan Diversified Return International Equity ETF 1.0 37 38 7.5 +2.9
AVDS Avantis International Small Cap Equity ETF 1.0 30 45 6.6 +1.9
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.0 20 55 5.9 +1.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.0 15 60 3.3 -1.3
IHF iShares U.S. Healthcare Providers ETF 0.9 40 35 8.6 +4.0
ITAN Sparkline Intangible Value ETF 0.9 50 25 6.7 +2.0
JMOM JPMorgan U.S. Momentum Factor ETF 0.9 12 63 3.8 -0.8
ROE Astoria US Quality Kings ETF 0.9 49 26 5.9 +1.3
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.9 49 26 6.5 +1.9
SYLD Cambria Shareholder Yield ETF 0.9 59 16 11.1 +6.5
FDLS Inspire Fidelis Multi Factor ETF 0.9 76 -1 3.7 -1.0
FELC Fidelity Enhanced Large Cap Core ETF 0.9 18 57 4.8 +0.2
XMLV Invesco S&P MidCap Low Volatility ETF 0.9 25 50 7.0 +2.4
IDV iShares International Select Dividend ETF 0.9 51 24 9.6 +5.0
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.9 20 55 6.6 +2.0
EIPX FT Energy Income Partners Strategy ETF 0.9 95 -20 5.8 +1.2
KBE State Street SPDR S&P Bank ETF 0.9 35 40 9.5 +4.9
DFE WisdomTree Europe SmallCap Dividend Fund 0.9 58 17 8.1 +3.5
FLDZ RiverNorth Patriot ETF 0.9 75 0 5.9 +1.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.9 50 25 3.6 -1.0
JSTC Adasina Social Justice All Cap Global ETF 0.9 89 -14 4.9 +0.3
SXQG ETC 6 Meridian Quality Growth ETF 0.9 100 -25 3.0 -1.6
EMLP First Trust North American Energy Infrastructure Fund 0.9 95 -20 4.6 -0.0
EIPI FT Energy Income Partners Enhanced Income ETF 0.8 110 -35 5.3 +0.6
SMMD iShares Russell 2500 ETF 0.8 15 60 6.2 +1.6
SMOT VanEck Morningstar SMID Moat ETF 0.8 49 26 6.9 +2.3
WDIV SPDR S&P Global Dividend ETF 0.8 40 35 9.6 +5.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.8 39 36 8.5 +3.9
AFLG First Trust Active Factor Large Cap ETF 0.8 55 20 5.5 +0.9
UIVM VictoryShares International Value Momentum ETF 0.8 35 40 8.8 +4.2
DFAT Dimensional U.S. Targeted Value ETF 0.8 28 47 9.5 +4.9
EWI iShares MSCI Italy ETF 0.8 50 25 11.7 +7.1
FDG American Century Focused Dynamic Growth ETF 0.8 45 30 2.0 -2.7
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 46 4.1 -0.5
RFV Invesco S&P Midcap 400 Pure Value ETF 0.8 35 40 12.5 +7.9
DXUV Dimensional US Vector Equity ETF 0.8 28 47 5.7 +1.1
AVUQ Avantis U.S. Quality ETF 0.8 15 60 3.9 -0.7
ROUS Hartford Multifactor US Equity ETF 0.8 19 56 5.8 +1.2
IWC iShares Micro-Cap ETF 0.8 60 15 -1.5 -6.1
AVLV Avantis U.S. Large Cap Value ETF 0.7 15 60 6.3 +1.7
EQAL Invesco Russell 1000 Equal Weight ETF 0.7 20 55 6.5 +1.9
JQUA JPMorgan U.S. Quality Factor ETF 0.7 12 63 5.4 +0.8
FELV Fidelity Enhanced Large Cap Value ETF 0.7 18 57 6.2 +1.5
MFMO Motley Fool Momentum Factor ETF 0.7 50 25 2.4 -2.2
DFAC Dimensional U.S. Core Equity 2 ETF 0.7 17 58 5.1 +0.5
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.7 65 10 1.7 -3.0
IETC iShares U.S. Tech Independence Focused ETF 0.7 18 57 3.4 -1.2
DES WisdomTree U.S. SmallCap Dividend Fund 0.7 38 37 8.9 +4.3
INTF iShares International Equity Factor ETF 0.7 15 60 7.0 +2.4
QINT American Century Quality Diversified International ETF 0.7 39 36 7.2 +2.6
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.7 8 67 6.8 +2.2
AVIE Avantis  Inflation Focused Equity ETF 0.7 25 50 6.2 +1.6
KOCG FIS Knights of Columbus Global Belief ETF 0.7 75 0 4.3 -0.3
XMVM Invesco S&P MidCap Value with Momentum ETF 0.7 39 36 8.1 +3.4
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.7 52 23 5.1 +0.5
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 0.7 15 60 7.4 +2.8
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 0.6 80 -5 4.0 -0.6
SPVM Invesco S&P 500 Value with Momentum ETF 0.6 39 36 6.8 +2.1
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.6 47 28 8.7 +4.1
ICLN iShares Global Clean Energy ETF 0.6 41 34 2.0 -2.6
FBCG Fidelity Blue Chip Growth ETF 0.6 59 16 2.5 -2.1
GWX SPDR S&P International Small Cap ETF 0.6 40 35 6.3 +1.7
DISV Dimensional International Small Cap Value ETF 0.6 42 33 8.9 +4.3
ISCF iShares International SmallCap Equity Factor ETF 0.6 23 52 7.8 +3.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.6 29 46 6.1 +1.5
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.6 60 15 10.2 +5.6
IYH iShares U.S. Healthcare ETF 0.6 40 35 6.0 +1.4
AOTG AOT Growth and Innovation ETF 0.6 75 0 1.6 -3.0
PTL Inspire 500 ETF 0.6 9 66 4.8 +0.2
AVSU Avantis Responsible U.S. Equity ETF 0.6 15 60 5.6 +0.9
IWN iShares Russell 2000 Value ETF 0.6 24 51 5.5 +0.8
VTWV Vanguard Russell 2000 Value ETF 0.6 10 65 5.6 +1.0
VFVA Vanguard U.S. Value Factor ETF 0.6 13 62 10.2 +5.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.6 25 50 5.4 +0.8
IWR iShares Russell Midcap ETF 0.6 19 56 5.8 +1.2
VIDI Vident International Equity Strategy ETF 0.6 61 14 9.1 +4.5
DGLO First Trust RBA Deglobalization ETF 0.6 70 5 5.7 +1.1
AVDE Avantis International Equity ETF 0.6 23 52 6.7 +2.1
FHLC Fidelity MSCI Health Care Index ETF 0.6 8 67 5.6 +0.9
FTEC Fidelity MSCI Information Technology Index ETF 0.6 8 67 3.7 -0.9
FMAT Fidelity MSCI Materials Index ETF 0.6 8 67 5.4 +0.8
SIXG Defiance Connective Technologies ETF 0.5 30 45 3.4 -1.2
VHT Vanguard Health Care ETF 0.5 9 66 5.3 +0.7
AOTS AOT Software Platform ETF 0.5 49 26 4.8 +0.2
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 0.5 80 -5 5.7 +1.1
AVUS Avantis U.S. Equity ETF 0.5 15 60 5.2 +0.6
MADE iShares U.S. Manufacturing ETF 0.5 40 35 3.8 -0.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.5 20 55 6.1 +1.5
DEUS Xtrackers Russell US Multifactor ETF 0.5 17 58 6.9 +2.2
RCGE RockCreek Global Equality ETF 0.5 95 -20 6.6 +1.9
DFSV Dimensional US Small Cap Value ETF 0.5 31 44 9.7 +5.1
RPG Invesco S&P 500 Pure Growth ETF 0.5 35 40 3.0 -1.6
SRVR Pacer Data & Infrastructure Real Estate ETF 0.5 55 20 4.0 -0.6
VFMV Vanguard U.S. Minimum Volatility ETF 0.5 13 62 5.9 +1.3
CARZ First Trust NASDAQ Global Auto Index Fund 0.5 70 5 3.3 -1.3
SKYY First Trust Cloud Computing ETF 0.5 60 15 3.4 -1.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -4 4.7 +0.1
VCLN Virtus Duff & Phelps Clean Energy ETF 0.5 59 16 2.7 -1.9
RFDI First Trust Riverfront Dynamic Developed International ETF 0.5 83 -8 8.3 +3.6
HEDJ WisdomTree Europe Hedged Equity Fund 0.5 58 17 6.6 +2.0
DLS WisdomTree International SmallCap Dividend Fund 0.5 58 17 7.9 +3.3
VBR Vanguard Small Cap Value ETF 0.5 7 68 8.5 +3.9
VIS Vanguard Industrials ETF 0.5 9 66 3.8 -0.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.5 58 17 4.9 +0.3
DCOR Dimensional US Core Equity 1 ETF 0.5 14 61 5.0 +0.4
FLAU Franklin FTSE Australia ETF 0.5 9 66 6.1 +1.5
PICK iShares MSCI Global Metals & Mining Producers ETF 0.5 39 36 9.5 +4.8
GLOF iShares Global Equity Factor ETF 0.5 20 55 6.2 +1.5
VAW Vanguard Materials ETF 0.5 9 66 5.4 +0.8
DWM WisdomTree International Equity Fund 0.5 48 27 6.0 +1.4
FDN First Trust Dow Jones Internet Index Fund 0.5 52 23 3.0 -1.6
FDND FT Vest Dow Jones Internet & Target Income ETF 0.4 75 0 2.8 -1.9
DXIV Dimensional International Vector Equity ETF 0.4 34 41 7.1 +2.5
DFSU Dimensional US Sustainability Core 1 ETF 0.4 18 57 5.1 +0.5
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.4 40 35 6.1 +1.4
AVSD Avantis Responsible International Equity ETF 0.4 23 52 6.5 +1.9
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.4 46 29 5.1 +0.5
ARB AltShares Merger Arbitrage ETF 0.4 77 -2 2.6 -2.0
DFJ WisdomTree Japan SmallCap Dividend Fund 0.4 58 17 7.1 +2.5
IQDG WisdomTree International Quality Dividend Growth Fund 0.4 42 33 6.2 +1.6
DFIC Dimensional International Core Equity 2 ETF 0.4 23 52 6.7 +2.1
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.4 80 -5 9.6 +5.0
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.4 35 40 5.9 +1.2
GINN Goldman Sachs Innovate Equity ETF 0.4 52 23 4.2 -0.5
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.4 58 17 6.8 +2.2
FDMO Fidelity Momentum Factor ETF 0.4 15 60 2.8 -1.9
SVAL iShares US Small Cap Value Factor ETF 0.4 20 55 8.3 +3.7
NANR SPDR S&P North American Natural Resources ETF 0.4 35 40 6.5 +1.9
IMFL Invesco International Developed Dynamic Multifactor ETF 0.4 34 41 5.5 +0.9
QQQS Invesco NASDAQ Future Gen 200 ETF 0.4 20 55 -4.5 -9.1
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 0.4 8 67 5.6 +0.9
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.4 20 55 7.7 +3.1
EBI Longview Advantage ETF 0.4 35 40 6.5 +1.9
IGPT Invesco AI and Next Gen Software ETF 0.4 60 15 3.7 -1.0
FSST Fidelity Sustainable U.S. Equity ETF 0.4 59 16 3.3 -1.3
IGV iShares Expanded Tech-Software Sector ETF 0.4 41 34 3.6 -1.0
FAB First Trust Multi Cap Value AlphaDEX Fund 0.4 67 8 9.2 +4.6
LVHI Franklin International Low Volatility High Dividend Index ET 0.4 40 35 7.8 +3.2
FLJP Franklin FTSE Japan ETF 0.4 9 66 6.0 +1.4
FLJH Franklin FTSE Japan Hedged ETF 0.4 9 66 5.8 +1.1
IPAC iShares Core MSCI Pacific ETF 0.4 9 66 6.0 +1.4
ICOW Pacer Developed Markets International Cash Cows 100 ETF 0.4 65 10 8.3 +3.6
IAK iShares U.S. Insurance ETF 0.4 40 35 7.2 +2.6
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.4 60 15 5.3 +0.6
IYK iShares U.S. Consumer Staples ETF 0.4 40 35 6.1 +1.4
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.4 15 60 8.8 +4.2
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.4 58 17 5.8 +1.2
FIDU Fidelity MSCI Industrial Index ETF 0.4 8 67 3.8 -0.8
TEXN iShares Texas Equity ETF 0.4 20 55 5.4 +0.8
RSP Invesco S&P 500 Equal Weight ETF 0.4 20 55 6.3 +1.7
FTXO First Trust Nasdaq Bank ETF 0.4 60 15 8.5 +3.8
DTH WisdomTree International High Dividend Fund 0.4 58 17 7.7 +3.1
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 0.4 40 35 4.4 -0.3
DFSI Dimensional International Sustainability Core 1 ETF 0.4 24 51 6.1 +1.5
JVAL JPMorgan U.S. Value Factor ETF 0.4 12 63 7.7 +3.1
XDAT Franklin Exponential Data ETF 0.3 50 25 1.3 -3.3
TXS Texas Capital Texas Equity Index ETF 0.3 49 26 5.2 +0.6
KNCT Invesco Next Gen Connectivity ETF 0.3 40 35 4.0 -0.6
CCNR ALPS CoreCommodity Natural Resources ETF 0.3 39 36 8.4 +3.7
DFAU Dimensional US Core Equity Market ETF 0.3 12 63 4.7 +0.1
VDC Vanguard Consumer Staples ETF 0.3 9 66 5.5 +0.9
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 36 6.6 +2.0
FTWO Strive FAANG 2.0 ETF 0.3 49 26 3.9 -0.7
DXJ WisdomTree Japan Hedged Equity Fund 0.3 48 27 5.9 +1.3
PNQI Invesco NASDAQ Internet ETF 0.3 60 15 3.9 -0.8
DON WisdomTree U.S. MidCap Dividend Fund 0.3 38 37 8.6 +4.0
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 54 3.3 -1.3
DIHP Dimensional International High Profitability ETF 0.3 29 46 6.1 +1.5
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.3 30 45 7.0 +2.4
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.3 40 35 3.7 -1.0
CFA VictoryShares US 500 Volatility Wtd ETF 0.3 35 40 5.6 +1.0
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.3 40 35 5.5 +0.9
FLQL Franklin LibertyQ U.S. Equity ETF 0.3 15 60 5.0 +0.4
WCEO Hypatia Women CEO ETF 0.3 85 -10 5.3 +0.6
VPL Vanguard FTSE Pacific ETF 0.3 7 68 6.0 +1.4
IDMO Invesco S&P International Developed Momentum ETF 0.3 25 50 5.7 +1.1
EWJV iShares MSCI Japan Value ETF 0.3 15 60 7.6 +3.0
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.3 15 60 4.7 +0.1
JPXN iShares JPX-Nikkei 400 ETF 0.3 48 27 6.0 +1.4
FNDB Schwab Fundamental US Broad Market Index ETF 0.3 25 50 6.8 +2.2
DFUV Dimensional US Marketwide Value ETF 0.3 22 53 6.7 +2.1
IDEV iShares Core MSCI International Developed Markets ETF 0.3 4 71 6.5 +1.9
BIBL Inspire 100 ETF 0.3 35 40 4.7 +0.1
DFUS Dimensional U.S. Equity ETF 0.3 9 66 4.5 -0.1
DFAI Dimensional International Core Equity Market ETF 0.3 18 57 6.5 +1.9
INEQ Columbia International Equity Income ETF 0.3 45 30 8.1 +3.5
IWS iShares Russell Mid-Cap Value ETF 0.3 23 52 6.7 +2.0
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.3 12 63 6.7 +2.1
FEUZ First Trust Eurozone AlphaDEX ETF 0.3 80 -5 7.3 +2.6
STXG Strive 1000 Growth ETF 0.3 18 57 3.6 -1.1
RECS Columbia Research Enhanced Core ETF 0.3 15 60 5.8 +1.1
ERTH Invesco MSCI Sustainable Future ETF 0.2 62 13 3.2 -1.5
SCHB Schwab U.S. Broad Market ETF 0.2 3 72 4.6 +0.0
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.2 39 36 7.6 +3.0
IMCG iShares Morningstar Mid-Cap Growth ETF 0.2 6 69 3.8 -0.9
VGT Vanguard Information Technology ETF 0.2 9 66 3.7 -0.9
IEFA iShares Core MSCI EAFE ETF 0.2 7 68 6.6 +2.0
XLI Industrial Select Sector SPDR 0.2 8 67 3.8 -0.9
VFH Vanguard Financials ETF 0.2 9 66 6.5 +1.9
GXPT Global X PureCap MSCI Information Technology ETF 0.2 25 50 3.9 -0.8
FENY Fidelity MSCI Energy Index ETF 0.2 8 67 6.6 +1.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.2 19 56 5.4 +0.8
FNCL Fidelity MSCI Financials Index ETF 0.2 8 67 6.5 +1.9
SSPY Syntax Stratified LargeCap ETF 0.2 30 45 6.4 +1.8
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.2 12 63 3.7 -0.9
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.2 45 30 6.2 +1.6
MNZL Manzil Russell Halal USA Broad MarketETF 0.2 40 35 4.3 -0.3
VEA Vanguard FTSE Developed Markets ETF 0.2 3 72 6.6 +2.0
EWJ iShares MSCI Japan ETF 0.2 50 25 5.5 +0.9
FFF Founders 100 ETF 0.2 75 0 2.8 -1.8
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.2 60 15 6.2 +1.6
BBJP JPMorgan BetaBuilders Japan ETF 0.2 19 56 5.9 +1.3
VSLU Applied Finance Valuation Large Cap ETF 0.2 49 26 5.2 +0.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.2 3 72 4.6 -0.1
VTI Vanguard Total Stock Market ETF 0.2 3 72 4.5 -0.1
STXV Strive 1000 Value ETF 0.2 18 57 7.2 +2.6
SCHK Schwab 1000 Index ETF 0.2 5 70 4.7 +0.0
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.2 3 72 4.8 +0.2
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.2 80 -5 7.9 +3.3
IWV iShares Russell 3000 ETF 0.2 20 55 4.4 -0.2
ENHU iShares Enhanced Large Cap Core Active ETF 0.2 22 53 4.5 -0.1
IYJ iShares U.S. Industrials ETF 0.2 40 35 4.3 -0.4
ESGV Vanguard ESG U.S. Stock ETF 0.2 9 66 4.6 +0.0
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.2 27 48 6.6 +2.0
FCOM Fidelity MSCI Communication Services Index ETF 0.2 8 67 4.5 -0.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.2 29 46 4.3 -0.3
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.2 12 63 3.9 -0.7
IXUS iShares Core MSCI Total International Stock ETF 0.2 7 68 7.2 +2.6
VTHR Vanguard Russell 3000 ETF 0.2 7 68 4.5 -0.1
SPDW SPDR Portfolio Developed World ex-US ETF 0.2 3 72 6.4 +1.8
FTC First Trust Large Cap Growth AlphaDEX Fund 0.2 59 16 2.1 -2.6
SFGV Sequoia Global Value ETF 0.2 23 52 7.6 +3.0
BLES Inspire Global Hope ETF 0.2 61 14 6.3 +1.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.2 11 64 4.5 -0.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.2 65 10 5.1 +0.5
IUSG iShares Core S&P U.S. Growth ETF 0.2 4 71 3.5 -1.2
PRF Invesco FTSE RAFI US 1000 ETF 0.2 34 41 6.2 +1.6
VYMI Vanguard International High Dividend Yield ETF 0.2 17 58 8.7 +4.0
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.2 10 65 10.0 +5.4
VOX Vanguard Communication Services ETF 0.2 9 66 4.5 -0.1
IJS iShares S&P Small-Cap 600 Value ETF 0.2 18 57 10.0 +5.3
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.2 15 60 10.0 +5.4
JHML John Hancock Multifactor Large Cap ETF 0.2 29 46 4.9 +0.3
IWF iShares Russell 1000 Growth ETF 0.2 19 56 3.7 -0.9
GVUS Marketbeta Russell 1000 Value Equity ETF 0.2 12 63 5.9 +1.3
VONG Vanguard Russell 1000 Growth ETF 0.2 7 68 3.8 -0.8
VDE Vanguard Energy ETF 0.2 9 66 6.5 +1.9
VXUS Vanguard Total International Stock ETF 0.2 5 70 7.3 +2.7
LRND IQ U.S. Large Cap R&D Leaders ETF 0.2 14 61 4.3 -0.3
IEUR iShares Core MSCI Europe ETF 0.2 11 64 6.9 +2.3
IDHQ Invesco S&P International Developed High Quality ETF 0.2 29 46 6.0 +1.4
VT Vanguard Total World Stock ETF 0.2 6 69 5.5 +0.9
GLBL Pacer MSCI World Industry Advantage ETF 0.2 65 10 3.9 -0.7
IMCB iShares Morningstar Mid-Cap ETF 0.2 4 71 5.7 +1.1
EPS WisdomTree U.S. LargeCap Fund 0.2 8 67 5.2 +0.6
SPEU SPDR Portfolio Europe ETF 0.1 7 68 7.0 +2.4
SCHF Schwab International Equity ETF 0.1 6 69 6.6 +2.0
VGK Vanguard FTSE Europe ETF 0.1 6 69 7.1 +2.5
IUS Invesco RAFI Strategic US ETF 0.1 19 56 6.1 +1.5
IGRO iShares International Dividend Growth ETF 0.1 15 60 7.2 +2.6
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 30 7.5 +2.8
VSGX Vanguard ESG International Stock ETF 0.1 10 65 7.4 +2.8
IUSV iShares Core S&P US Value ETF 0.1 4 71 6.2 +1.6
IPKW Invesco International BuyBack Achievers ETF 0.1 55 20 8.5 +3.9
SCHD Schwab US Dividend Equity ETF 0.1 6 69 8.4 +3.8
XMAG Defiance Large Cap ex-Mag 7 ETF 0.1 35 40 4.8 +0.1
FNDX Schwab Fundamental US Large Co. Index ETF 0.1 25 50 6.8 +2.2
DFIV Dimensional International Value ETF 0.1 27 48 8.3 +3.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.1 14 61 4.6 -0.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1 9 66 5.4 +0.8
VCR Vanguard Consumer Discretionary ETF 0.1 9 66 4.7 +0.1
EXI iShares Global Industrials ETF 0.1 42 33 3.8 -0.8
IYY iShares Dow Jones U.S. ETF 0.1 20 55 4.5 -0.1
SCHG Schwab U.S. Large-Cap Growth ETF 0.1 4 71 3.6 -1.0
EFV iShares MSCI EAFE Value ETF 0.1 34 41 8.2 +3.5
IGM iShares Expanded Tech Sector ETF 0.1 41 34 3.3 -1.3
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.1 8 67 4.7 +0.1
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 55 6.4 +1.7
IWB iShares Russell 1000 ETF 0.1 15 60 4.6 -0.0
VONE Vanguard Russell 1000 ETF 0.1 7 68 4.6 +0.0
VIGI Vanguard International Dividend Appreciation ETF 0.1 10 65 6.5 +1.9
IYW iShares U.S. Technology ETF 0.1 40 35 3.6 -1.0
IMTM iShares MSCI Intl Momentum Factor ETF 0.1 30 45 5.2 +0.6
BKIE BNY Mellon International Equity ETF 0.1 4 71 6.5 +1.9
QLC FlexShares US Quality Large Cap Index Fund 0.1 25 50 5.0 +0.4
VEU Vanguard FTSE All-World ex-US Index Fund 0.1 4 71 7.4 +2.8
SPHQ Invesco S&P 500 Quality ETF 0.1 15 60 4.9 +0.3
XOEF iShares S&P 500 ex S&P 100 ETF 0.1 20 55 5.0 +0.4
THRO iShares U.S. Thematic Rotation Active ETF 0.1 90 -15 3.6 -1.1
DMXF iShares ESG Advanced MSCI EAFE ETF 0.1 12 63 5.5 +0.9
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 33 4.6 +0.0
GCOW Pacer Global Cash Cows Dividend ETF 0.1 60 15 9.3 +4.7
XLV Health Care Select Sector SPDR 0.1 8 67 6.8 +2.2
RXI iShares Global Consumer Discretionary ETF 0.1 41 34 8.5 +3.8
IGE iShares North American Natural Resources ETF 0.1 41 34 5.6 +1.0
WOMN Impact Shares YWCA Women's Empowerment ETF 0.1 75 0 5.1 +0.5
EZU iShares MSCI Eurozone ETF 0.1 52 23 6.3 +1.6
SCHX Schwab U.S. Large-Cap ETF 0.1 3 72 4.7 +0.1
DUHP Dimensional US High Profitability ETF 0.1 21 54 5.5 +0.8
RWL Invesco S&P 500 Revenue ETF 0.1 39 36 6.3 +1.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.1 32 43 4.4 -0.2
AVIV Avantis International Large Cap Value ETF 0.1 25 50 7.5 +2.9
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.1 20 55 6.1 +1.5
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 71 6.1 +1.4
VONV Vanguard Russell 1000 Value ETF 0.1 7 68 6.0 +1.3
IWD iShares Russell 1000 Value ETF 0.1 19 56 5.9 +1.3
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 50 8.2 +3.6
TOV JLens 500 Jewish Advocacy U.S. ETF 0.1 18 57 4.3 -0.3
EFA iShares MSCI EAFE ETF 0.1 35 40 6.2 +1.6
FLEE Franklin FTSE Europe ETF 0.1 9 66 6.8 +2.2
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.1 18 57 7.0 +2.4
JGRO JPMorgan Active Growth ETF 0.1 44 31 2.7 -2.0
GXLC Global X U.S. 500 ETF 0.1 2 73 4.5 -0.1
IQSI IQ Candriam International Equity ETF 0.1 15 60 6.1 +1.5
STRV Strive 500 ETF 0.1 5 70 4.5 -0.1
IMCV iShares Morningstar Mid-Cap Value ETF 0.1 6 69 7.5 +2.9
RAFE PIMCO RAFI ESG U.S. ETF 0.1 29 46 6.9 +2.2
REVS Columbia Research Enhanced Value ETF 0.1 19 56 7.3 +2.7
HFXI IQ FTSE International Equity Currency Neutral ETF 0.1 20 55 6.3 +1.7
IXJ iShares Global Healthcare ETF 0.1 42 33 6.4 +1.8
HDUS Hartford Disciplined US Equity ETF 0.1 19 56 5.1 +0.5
IVE iShares S&P 500 Value ETF 0.1 18 57 5.9 +1.3
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.1 4 71 6.0 +1.4
VOOV Vanguard S&P 500 Value ETF 0.1 7 68 6.0 +1.4
CATH Global X S&P 500 Catholic Values Custom ETF 0.1 29 46 4.4 -0.2
DIVI Franklin International Core Dividend Tilt Index ETF 0.1 9 66 7.2 +2.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 55 4.7 +0.1
DEW WisdomTree Global High Dividend Fund 0.1 58 17 7.6 +3.0
VOTE TCW Transform 500 ETF 0.1 5 70 4.5 -0.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.1 60 15 6.4 +1.8
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 0.1 5 70 8.0 +3.4
ILCG iShares Morningstar Growth ETF 0.1 4 71 3.4 -1.2
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.1 58 17 3.9 -0.7
GSPY Gotham Enhanced 500 ETF 0.1 50 25 4.9 +0.2
IEDI iShares U.S. Consumer Focused ETF 0.1 18 57 5.1 +0.5
CHRI Global X S&P 500 Christian Values ETF 0.1 29 46 4.4 -0.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.1 19 56 5.2 +0.6
DSI iShares MSCI KLD 400 Social ETF 0.1 25 50 4.6 -0.0
MODL VictoryShares WestEnd U.S. Sector ETF 0.1 42 33 4.5 -0.2
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 47 6.1 +1.4
ACWX iShares MSCI ACWI ex U.S. ETF 0.0 34 41 7.0 +2.4
DIVB iShares Core Dividend ETF 0.0 5 70 7.8 +3.2
USEW Cambria US EW ETF 0.0 30 45 4.5 -0.2
EFAV iShares MSCI EAFE Min Vol Factor ETF 0.0 22 53 5.8 +1.1
JHMD John Hancock Multifactor Developed International ETF 0.0 39 36 6.7 +2.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.0 10 65 4.6 +0.0
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.0 7 68 4.8 +0.1
QGRW WisdomTree U.S. Quality Growth Fund 0.0 28 47 3.2 -1.4
TOPC iShares S&P 500 3% Capped ETF 0.0 15 60 4.8 +0.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.0 45 30 4.0 -0.6
EFG iShares MSCI EAFE Growth ETF 0.0 36 39 4.1 -0.5
HLAL Wahed FTSE USA Shariah ETF 0.0 50 25 4.1 -0.5
XVV iShares ESG Screened S&P 500 ETF 0.0 8 67 4.6 -0.1
ILCB iShares Morningstar U.S. Equity ETF 0.0 3 72 4.5 -0.1
PBUS Invesco MSCI USA ETF 0.0 4 71 4.6 -0.0
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.0 20 55 4.4 -0.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.0 75 0 3.6 -1.0
WRND IQ Global Equity R&D Leaders ETF 0.0 18 57 4.5 -0.1
QVML Invesco S&P 500 QVM Multi-factor ETF 0.0 11 64 4.8 +0.2
IVV iShares Core S&P 500 ETF 0.0 3 72 4.6 +0.0
SPYM State Street SPDR Portfolio S&P 500 ETF 0.0 2 73 4.6 +0.0
VOO Vanguard S&P 500 ETF 0.0 3 72 4.6 -0.0
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.0 30 45 6.4 +1.8
SPXN ProShares S&P 500 Ex-Financials ETF 0.0 9 66 4.4 -0.2
SPXT ProShares S&P 500 Ex-Technology ETF 0.0 9 66 5.1 +0.5
SPY SPDR S&P 500 ETF 0.0 9 66 4.6 -0.1
SPXE ProShares S&P 500 Ex-Energy ETF 0.0 9 66 4.5 -0.2
SPXV ProShares S&P 500 Ex-Health Care ETF 0.0 9 66 4.3 -0.3
URTH iShares MSCI World ETF 0.0 24 51 4.8 +0.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.0 30 45 4.2 -0.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.0 2 73 4.6 -0.1
KOKU Xtrackers MSCI Kokusai Equity ETF 0.0 9 66 4.8 +0.2
ACWI iShares MSCI ACWI ETF 0.0 32 43 5.2 +0.6
DSPY Tema S&P 500 Historical Weight ETF 0.0 18 57 4.8 +0.2
ILCV iShares Morningstar Value ETF 0.0 4 71 5.7 +1.1
DGRO iShares Core Dividend Growth ETF 0.0 8 67 5.9 +1.3
SFY SoFi Select 500 ETF 0.0 0 75 4.2 -0.4
RAUS RACWI US ETF 0.0 15 60 4.6 -0.0
SNPE Xtrackers S&P 500 ESG ETF 0.0 10 65 4.8 +0.1
TOK iShares MSCI Kokusai ETF 0.0 26 49 4.7 +0.1
INRO iShares U.S. Industry Rotation Active ETF 0.0 42 33 4.0 -0.6
QWLD SPDR MSCI World StrategicFactors ETF 0.0 30 45 5.5 +0.8
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 10 0.0 -4.6

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

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

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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:

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 2.7 x
Less: Expense ratio 75 bp
Equals: ALTAR Score 4.6 %
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.