Aztlan Global Stock Selection DM SMID ETF
ALTAR
Score™		 6.6% info Recommen-
dation		 OVERWEIGHT
2024E    2025E
P/E
ratio		 13.3x P/Sales
ratio		 1.0x
P/BV
ratio		 2.0x Div.
yield		 3.3%


  • 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) $40
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 24
Wgt avg mkt cap (mns) $5,125
Large cap (>$10bn) 9.7%
Mid cap ($2-10bn) 69.6%
Small cap (<$2bn) 20.7%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
DARKTRACE PLC 4.2 %
HOEGH AUTOLINERS ASA 4.0 %
CAL-MAINE FOODS INC 4.0 %
A2A SPA 4.0 %
DIASORIN SPA 3.9 %
MEDIPAL HOLDINGS CORP 3.9 %
ALPHA METALLURGICAL RESOURCES, INC 3.9 %
MR. COOPER GROUP, INC. 3.9 %
HEALTHEQUITY INC 3.9 %
NIPPON MEAT PACKERS INC 3.9 %
Total 39.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 33.7 %
JAPAN 21.9 %
ITALY 7.9 %
BRITAIN 7.9 %
NORWAY 7.5 %
LUXEMBOURG 3.6 %
AUSTRALIA 3.5 %
SWEDEN 3.1 %



HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-0.2% 5.8% -- -- 8.7%

Market Correlations
versus... Beta R-squared
S&P500 1.21 90%
MSCI EAFE 1.06 89%
MSCI Emg. Mkts. 0.82 79%

Technical Indicators
Recent close $20.79
30d moving avg. $20.62
Annualized volatility 18.7%
Short interest (ETF) 0.0%
Relative strength (RSI) 70

Liquidity measures
Avg. volume (thou.) 12
Turnover 0.6%
Bid/Ask (% of price) 0.45%
ADV underlying (mns) $840

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 443 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™: 6.6%


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
(%)
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 9.1 59 16 8.5 +1.9
SMCP AlphaMark Actively Managed Small Cap ETF 6.3 90 -15 6.8 +0.2
XSMO Invesco S&P SmallCap Momentum ETF 6.1 39 36 7.8 +1.2
BOAT SonicShares Global Shipping ETF 5.6 69 6 29.1 +22.5
CALF Pacer US Small Cap Cash Cows 100 ETF 5.5 59 16 11.1 +4.5
XSHQ Invesco S&P SmallCap Quality ETF 4.9 29 46 10.1 +3.5
ECML Euclidean Fundamental Value ETF 4.2 95 -20 8.7 +2.1
BUG Global X Cybersecurity ETF 4.2 51 24 2.4 -4.2
SPAM Themes Cybersecurity ETF 4.2 35 40 2.0 -4.7
CIBR First Trust NASDAQ Cybersecurity ETF 4.2 60 15 3.9 -2.7
QMOM Alpha Architect U.S. Quantitative Momentum ETF 4.2 39 36 4.9 -1.8
SYLD Cambria Shareholder Yield ETF 4.1 59 16 11.5 +4.9
AFSM First Trust Active Factor Small Cap ETF 4.0 75 0 7.6 +1.0
VAMO Cambria Value & Momentum ETF 3.9 61 14 9.6 +3.0
PSCM Invesco S&P SmallCap Materials ETF 3.9 29 46 8.8 +2.2
PXI Invesco Dorsey Wright Energy Momentum ETF 3.9 60 15 7.2 +0.6
SEA U.S. Global Sea to Sky Cargo ETF 3.9 60 15 24.1 +17.4
RZG Invesco S&P Smallcap 600 Pure Growth ETF 3.8 35 40 7.2 +0.6
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 3.8 29 46 6.1 -0.5
XME SPDR S&P Metals & Mining ETF 3.8 35 40 7.2 +0.6
ROSC Hartford Multifactor Small Cap ETF 3.7 34 41 10.1 +3.5
TMFS Motley Fool Small-Cap Growth ETF 3.7 85 -10 3.6 -3.1
OSCV Opus Small Cap Value ETF 3.7 79 -4 6.4 -0.2
SUPL ProShares Supply Chain Logistics ETF 3.6 58 17 13.1 +6.5
JSML Janus Henderson Small Cap Growth Alpha ETF 3.6 30 45 9.3 +2.7
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 3.6 60 15 3.8 -2.8
AIRR First Trust RBA American Industrial Renaissance ETF 3.6 70 5 5.3 -1.3
TMFM Motley Fool Mid-Cap Growth ETF 3.5 85 -10 3.3 -3.3
DBLV AdvisorShares DoubleLine Value Equity ETF 3.4 90 -15 7.5 +0.8
ZIG Acquirers Fund 3.3 84 -9 14.1 +7.5
FCPI Fidelity Stocks for Inflation ETF 3.2 15 60 8.6 +2.0
FFTY Innovator IBD 50 ETF 3.2 80 -5 0.1 -6.6
FJP First Trust Japan AlphaDEX Fund 3.1 80 -5 10.1 +3.5
SIXS ETC 6 Meridian Small Cap Equity ETF 3.1 89 -14 9.0 +2.4
BECO BlackRock Future Climate and Sustainable Economy ETF 3.0 70 5 13.7 +7.1
ENOR iShares MSCI Norway ETF 3.0 53 22 7.6 +0.9
NORW Global X MSCI Norway ETF 3.0 50 25 7.5 +0.8
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 3.0 79 -4 6.2 -0.4
PSC Principal U.S. Small-Cap ETF 3.0 38 37 6.6 -0.1
PFI Invesco Dorsey Wright Financial Momentum ETF 3.0 60 15 6.2 -0.4
GLRY Inspire Faithward Mid Cap Momentum ETF 3.0 80 -5 8.0 +1.4
SQLV Royce Quant Small-Cap Quality Value ETF 2.9 60 15 9.0 +2.4
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 2.8 30 45 12.3 +5.7
AVUV Avantis U.S. Small Cap Value ETF 2.7 25 50 10.0 +3.4
EWUS iShares MSCI United Kingdom Small Cap ETF 2.7 59 16 6.2 -0.4
PBJ Invesco Food & Beverage ETF 2.7 57 18 5.4 -1.2
DSMC Distillate Small/Mid Cash Flow ETF 2.5 55 20 11.8 +5.1
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 2.5 60 15 4.7 -1.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.5 65 10 1.6 -5.0
XSVM Invesco S&P SmallCap Value with Momentum ETF 2.4 36 39 11.1 +4.5
PUI Invesco Dorsey Wright Utilities Momentum ETF 2.4 60 15 6.2 -0.4
MOO VanEck Agribusiness ETF 2.3 53 22 9.4 +2.8
ERTH Invesco MSCI Sustainable Future ETF 2.3 62 13 3.7 -3.0
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 2.2 60 15 1.2 -5.4
SLYG SPDR S&P 600 Small Cap Growth ETF 2.2 15 60 7.1 +0.4
IJT iShares S&P Small-Cap 600 Growth ETF 2.2 18 57 7.0 +0.4
EUDV ProShares MSCI Europe Dividend Growers ETF 2.2 55 20 5.0 -1.7
QVAL Alpha Architect US Quantitative Value ETF 2.1 39 36 11.1 +4.5
FYLD Cambria Foreign Shareholder Yield ETF 2.1 59 16 12.0 +5.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.1 15 60 6.9 +0.3
FINX Global X FinTech ETF 2.1 68 7 3.2 -3.4
DTEC ALPS Disruptive Technologies ETF 2.1 50 25 3.3 -3.3
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.1 35 40 7.5 +0.8
XHS SPDR S&P Health Care Services ETF 2.1 35 40 5.8 -0.8
FDM First Trust Dow Jones Select MicroCap Index Fund 2.0 60 15 7.9 +1.3
IPOS Renaissance International IPO ETF 2.0 80 -5 -168.9 -175.5
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 2.0 60 15 9.5 +2.9
IHAK iShares Cybersecurity & Tech ETF 2.0 47 28 3.2 -3.4
VEGI iShares MSCI Agriculture Producers ETF 1.9 39 36 9.2 +2.6
FPXE First Trust IPOX Europe Equity Opportunities ETF 1.9 70 5 4.6 -2.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.8 15 60 8.2 +1.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.8 29 46 7.4 +0.8
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.8 25 50 8.8 +2.2
PSCF Invesco S&P SmallCap Financials ETF 1.8 29 46 10.2 +3.6
IMFL Invesco International Developed Dynamic Multifactor ETF 1.7 34 41 10.6 +4.0
ICOW Pacer Developed Markets International Cash Cows 100 ETF 1.7 65 10 12.8 +6.2
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.7 56 19 13.9 +7.3
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.7 68 7 1.1 -5.5
ESIX SPDR S&P SmallCap 600 ESG ETF 1.7 12 63 7.8 +1.2
SCAP InfraCap Small Cap Income ETF 1.7 135 -60 7.2 +0.6
XMVM Invesco S&P MidCap Value with Momentum ETF 1.6 39 36 10.8 +4.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.6 20 55 6.7 +0.1
WCBR WisdomTree Cybersecurity Fund 1.6 45 30 1.9 -4.8
IJR iShares Core S&P Small Cap ETF 1.6 6 69 8.2 +1.6
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.6 3 72 8.2 +1.6
DMDV AAM S&P Developed Markets High Dividend Value ETF 1.6 39 36 12.7 +6.0
AFMC First Trust Active Factor Mid Cap ETF 1.6 65 10 7.5 +0.9
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 1.6 58 17 9.1 +2.5
TPSC Timothy Plan US Small Cap Core ETF 1.6 52 23 7.6 +1.0
SSLY Syntax Stratified SmallCap ETF 1.6 40 35 7.5 +0.8
IVEG iShares Emergent Food and AgTech Multisector ETF 1.6 47 28 8.3 +1.7
SMLE Xtrackers S&P SmallCap 600 ESG ETF 1.6 15 60 7.6 +0.9
HOMZ Hoya Capital Housing ETF 1.6 30 45 8.1 +1.5
VTWV Vanguard Russell 2000 Value ETF 1.5 15 60 5.8 -0.8
SIXL ETC 6 Meridian Low Beta Equity ETF 1.5 80 -5 5.1 -1.5
PSCT Invesco S&P SmallCap Information Technology ETF 1.5 29 46 6.5 -0.2
UIVM VictoryShares International Value Momentum ETF 1.5 35 40 10.7 +4.0
IWN iShares Russell 2000 Value ETF 1.5 24 51 5.6 -1.0
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 1.5 42 33 7.5 +0.9
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.5 35 40 7.6 +1.0
ITB iShares U.S. Home Construction ETF 1.5 40 35 10.8 +4.2
EWI iShares MSCI Italy ETF 1.5 50 25 8.2 +1.6
KBE SPDR S&P Bank ETF 1.5 35 40 11.2 +4.6
SVAL iShares US Small Cap Value Factor ETF 1.4 20 55 11.4 +4.8
FTXG First Trust Nasdaq Food & Beverage ETF 1.4 60 15 6.3 -0.3
JPIN J.P. Morgan Diversified Return International Equity ETF 1.3 37 38 8.7 +2.1
VIOO Vanguard S&P Small-Cap 600 ETF 1.3 10 65 7.8 +1.2
EZM WisdomTree U.S. MidCap Fund 1.3 38 37 8.1 +1.5
FNK First Trust Mid Cap Value AlphaDEX Fund 1.3 70 5 9.2 +2.6
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 1.3 35 40 5.4 -1.2
FID First Trust S&P International Dividend Aristocrats ETF 1.3 60 15 9.8 +3.2
FPX First Trust US Equity Opportunities ETF 1.3 61 14 0.6 -6.0
IEUS iShares MSCI Europe Small-Cap ETF 1.3 42 33 0.0 -6.6
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.3 20 55 4.5 -2.1
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.3 50 25 5.1 -1.5
FSMD Fidelity Small-Mid Multifactor ETF 1.2 15 60 7.6 +1.0
GRPM Invesco S&P MidCap 400 GARP ETF 1.2 35 40 9.9 +3.3
VTWO Vanguard Russell 2000 ETF 1.2 10 65 3.9 -2.8
IWM iShares Russell 2000 ETF 1.2 19 56 3.6 -3.0
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 1.2 24 51 8.6 +2.0
FDVV Fidelity High Dividend ETF 1.2 15 60 8.9 +2.3
IHF iShares U.S. Healthcare Providers ETF 1.2 40 35 6.0 -0.6
RFEU First Trust Riverfront Dynamic Europe ETF 1.2 83 -8 8.7 +2.1
BKSE BNY Mellon US Small Cap Core Equity ETF 1.2 4 71 5.7 -0.9
FNX First Trust Mid Cap Core AlphaDEX Fund 1.1 60 15 6.0 -0.6
AVSC Avantis U.S Small Cap Equity ETF 1.1 25 50 5.4 -1.2
STXK Strive Small-Cap ETF 1.1 18 57 5.5 -1.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.1 70 5 1.8 -4.8
SMDV ProShares Russell 2000 Dividend Growers ETF 1.1 40 35 7.2 +0.6
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.1 35 40 9.0 +2.4
FDT First Trust Developed Markets ex-US AlphaDEX Fund 1.1 80 -5 10.8 +4.1
XJR iShares ESG Screened S&P Small-Cap ETF 1.1 12 63 7.7 +1.1
EES WisdomTree U.S. SmallCap Fund 1.1 38 37 10.3 +3.7
SLYV SPDR S&P 600 Small Cap Value ETF 1.1 15 60 9.4 +2.7
IJS iShares S&P Small-Cap 600 Value ETF 1.1 18 57 9.3 +2.7
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.0 45 30 1.4 -5.3
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 1.0 80 -5 11.0 +4.4
DFAT Dimensional U.S. Targeted Value ETF 1.0 28 47 8.2 +1.6
DFAS Dimensional U.S. Small Cap ETF 1.0 26 49 6.0 -0.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.0 30 45 7.6 +1.0
WDIV SPDR S&P Global Dividend ETF 1.0 40 35 10.2 +3.6
FYT First Trust Small Cap Value AlphaDEX Fund 1.0 73 2 11.7 +5.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.0 39 36 9.4 +2.8
GVAL Cambria Global Value ETF 1.0 68 7 12.3 +5.7
SCZ iShares MSCI EAFE Small-Cap ETF 0.9 40 35 0.0 -6.6
BFOR ALPS Barron's 400 ETF 0.9 65 10 6.6 -0.1
IWO iShares Russell 2000 Growth ETF 0.9 24 51 1.4 -5.2
VTWG Vanguard Russell 2000 Growth ETF 0.9 15 60 1.7 -4.9
RNSC Furst Trust Small Cap US Equity Select ETF 0.9 60 15 8.4 +1.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.9 24 51 7.8 +1.2
FYX First Trust Small Cap Core AlphaDEX Fund 0.9 61 14 7.2 +0.6
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.9 95 -20 1.7 -4.9
XSLV Invesco S&P SmallCap Low Volatility ETF 0.9 25 50 6.9 +0.2
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.9 29 46 8.8 +2.2
ISMD Inspire Small/Mid Cap ETF 0.9 54 21 6.1 -0.6
SMLF iShares U.S. SmallCap Equity Factor ETF 0.9 15 60 5.8 -0.8
SCJ iShares MSCI Japan Small-Cap ETF 0.8 50 25 6.4 -0.2
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 0.8 69 6 8.3 +1.7
DLS WisdomTree International SmallCap Dividend Fund 0.8 58 17 8.8 +2.2
SHPP Pacer Industrials and Logistics ETF 0.8 60 15 8.9 +2.3
QINT American Century Quality Diversified International ETF 0.8 39 36 7.4 +0.8
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.8 46 29 8.8 +2.2
FEP First Trust Europe AlphaDEX Fund 0.8 80 -5 8.6 +2.0
DIM WisdomTree International MidCap Dividend Fund 0.8 58 17 7.7 +1.1
ISCV iShares Morningstar Small Cap Value ETF 0.8 6 69 8.1 +1.5
FIVA Fidelity International Value Factor ETF 0.8 18 57 9.3 +2.7
DES WisdomTree U.S. SmallCap Dividend Fund 0.8 38 37 8.1 +1.5
VFMF Vanguard U.S. Multifactor ETF 0.8 18 57 8.7 +2.0
SCHA Schwab U.S. Small-Cap ETF 0.8 4 71 4.9 -1.7
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.8 15 60 7.4 +0.8
VUSE Vident U.S. Equity Strategy ETF 0.8 50 25 3.6 -3.0
SMDY Syntax Stratified MidCap ETF 0.8 35 40 6.3 -0.3
FMET Fidelity Metaverse ETF 0.8 39 36 4.4 -2.3
ISCB iShares Morningstar Small-Cap ETF 0.7 4 71 5.3 -1.3
IWFH iShares Virtual Work and Life Multisector ETF 0.7 47 28 -3.5 -10.1
ISCF iShares International SmallCap Equity Factor ETF 0.7 23 52 8.8 +2.2
FLDZ RiverNorth Patriot ETF 0.7 75 0 5.8 -0.8
ISCG iShares Morningstar Small-Cap Growth ETF 0.7 6 69 2.5 -4.2
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.7 25 50 7.7 +1.1
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 0.7 47 28 0.7 -6.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.7 9 66 4.0 -2.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.7 39 36 4.5 -2.1
XMMO Invesco S&P MidCap Momentum ETF 0.7 34 41 5.1 -1.5
IQIN IQ 500 International ETF 0.7 25 50 8.8 +2.2
VBK Vanguard Small-Cap Growth ETF 0.7 7 68 1.5 -5.2
IDMO Invesco S&P International Developed Momentum ETF 0.7 25 50 7.0 +0.3
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.7 15 60 8.7 +2.0
FNDA Schwab Fundamental US Small Co. Index ETF 0.6 25 50 6.8 +0.2
FYC First Trust Small Cap Growth AlphaDEX Fund 0.6 71 4 0.9 -5.8
DFIS Dimensional International Small Cap ETF 0.6 39 36 6.7 +0.1
FIDI Fidelity International High Dividend ETF 0.6 18 57 10.1 +3.5
VFMO Vanguard U.S. Momentum Factor ETF 0.6 13 62 2.8 -3.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.6 17 58 5.4 -1.2
JPXN iShares JPX-Nikkei 400 ETF 0.6 48 27 7.5 +0.9
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.6 39 36 7.6 +1.0
PSCI Invesco S&P SmallCap Industrials ETF 0.6 29 46 6.0 -0.6
JXI iShares Global Utilities ETF 0.6 43 32 6.7 +0.1
FAB First Trust Multi Cap Value AlphaDEX Fund 0.6 67 8 9.2 +2.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.6 7 68 5.7 -0.9
FDEV Fidelity International Multifactor ETF 0.6 18 57 7.5 +0.9
EFAV iShares MSCI EAFE Min Vol Factor ETF 0.6 22 53 6.2 -0.4
DWX SPDR S&P International Dividend ETF 0.6 45 30 7.1 +0.5
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.6 60 15 6.7 +0.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.5 80 -5 6.5 -0.1
EWJV iShares MSCI Japan Value ETF 0.5 15 60 9.0 +2.4
RODE Hartford Multifactor Diversified International ETF 0.5 29 46 11.5 +4.9
PKW Invesco Buyback Achievers ETF 0.5 62 13 7.1 +0.5
VB Vanguard Small-Cap ETF 0.5 5 70 5.4 -1.2
ISZE iShares MSCI Intl Size Factor ETF 0.5 30 45 6.6 -0.0
GBUY Goldman Sachs Future Consumer Equity ETF 0.5 75 0 3.1 -3.5
USVT US Value ETF 0.5 49 26 11.3 +4.7
SOCL Global X Social Media ETF 0.5 65 10 -5.8 -12.4
TMFX Motley Fool Next Index ETF 0.5 50 25 3.4 -3.2
DFSV Dimensional US Small Cap Value ETF 0.5 31 44 8.9 +2.3
FLJP Franklin FTSE Japan ETF 0.5 9 66 7.1 +0.5
FLJH Franklin FTSE Japan Hedged ETF 0.5 9 66 6.9 +0.3
INTF iShares International Equity Factor ETF 0.5 15 60 7.8 +1.2
IDV iShares International Select Dividend ETF 0.5 51 24 12.3 +5.7
XJH iShares ESG Screened S&P Mid-Cap ETF 0.5 12 63 6.8 +0.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.5 15 60 7.1 +0.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.5 15 60 6.4 -0.2
MVPS Amplify Thematic All-Stars ETF 0.5 49 26 1.7 -5.0
JHSC John Hancock Multifactor Small Cap ETF 0.5 42 33 6.2 -0.4
DFJ WisdomTree Japan SmallCap Dividend Fund 0.5 58 17 7.5 +0.9
IDLV Invesco S&P International Developed Low Volatility ETF 0.5 25 50 5.8 -0.8
LVHI Franklin International Low Volatility High Dividend Index ET 0.5 40 35 10.2 +3.6
FEUZ First Trust Eurozone AlphaDEX ETF 0.5 80 -5 8.3 +1.7
GLIF AGF Global Infrastructure ETF 0.5 45 30 5.5 -1.1
KOMP SPDR S&P Kensho New Economies Composite ETF 0.5 20 55 2.1 -4.5
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.5 49 26 6.7 +0.1
IJJ iShares S&P Mid-Cap 400 Value ETF 0.5 18 57 8.2 +1.6
IVOO Vanguard S&P Mid-Cap 400 ETF 0.5 10 65 6.9 +0.3
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 0.5 58 17 7.2 +0.6
PAVE Global X U.S. Infrastructure Development ETF 0.5 47 28 5.7 -1.0
VXF Vanguard Extended Market ETF 0.5 6 69 3.9 -2.7
MDYV SPDR S&P 400 Mid Cap Value ETF 0.5 15 60 8.2 +1.6
MDY SPDR S&P Midcap 400 ETF Trust 0.5 23 52 6.8 +0.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.5 64 11 2.1 -4.6
BBJP JPMorgan BetaBuilders Japan ETF 0.5 19 56 7.1 +0.5
PICK iShares MSCI Global Metals & Mining Producers ETF 0.5 39 36 11.0 +4.4
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 0.4 48 27 5.6 -1.0
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.4 3 72 7.0 +0.3
IJH iShares Core S&P Mid-Cap ETF 0.4 5 70 6.9 +0.3
IJK iShares S&P Mid-Cap 400 Growth ETF 0.4 17 58 5.8 -0.8
VBR Vanguard Small Cap Value ETF 0.4 7 68 8.2 +1.6
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.4 15 60 5.8 -0.8
TTAI FCF International Quality ETF 0.4 59 16 7.4 +0.8
NUSC Nuveen ESG Small-Cap ETF 0.4 31 44 5.2 -1.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.4 15 60 7.6 +1.0
IPKW Invesco International BuyBack Achievers ETF 0.4 55 20 9.1 +2.5
KDIV KraneShares S&P Pan Asia Dividend Aristocrats Index ETF 0.4 68 7 8.8 +2.2
SCHC Schwab International Small-Cap Equity ETF 0.4 11 64 6.4 -0.2
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 0.4 32 43 6.7 +0.1
VFVA Vanguard U.S. Value Factor ETF 0.4 13 62 10.6 +4.0
DIVI Franklin International Core Dividend Tilt Index ETF 0.4 9 66 8.0 +1.4
DFSI Dimensional International Sustainability Core 1 ETF 0.4 24 51 6.2 -0.4
FLGB Franklin FTSE United Kingdom ETF 0.4 9 66 8.3 +1.7
FNDF Schwab Fundamental International Large Co. Index ETF 0.4 25 50 9.1 +2.5
IQDG WisdomTree International Quality Dividend Growth Fund 0.4 42 33 5.8 -0.8
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.4 47 28 6.6 -0.0
TTAC FCF US Quality ETF 0.4 59 16 6.5 -0.1
EWJ iShares MSCI Japan ETF 0.4 50 25 6.7 +0.1
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.4 60 15 5.7 -1.0
FDMO Fidelity Momentum Factor ETF 0.4 15 60 3.7 -2.9
FQAL Fidelity Quality Factor ETF 0.3 15 60 5.9 -0.7
RFDI First Trust Riverfront Dynamic Developed International ETF 0.3 83 -8 9.0 +2.4
FMAT Fidelity MSCI Materials Index ETF 0.3 8 67 6.6 -0.1
IPO Renaissance IPO ETF 0.3 60 15 -3.2 -9.8
TRFM AAM Transformers ETF 0.3 49 26 1.2 -5.4
IMTM iShares MSCI Intl Momentum Factor ETF 0.3 30 45 6.8 +0.2
VAW Vanguard Materials ETF 0.3 10 65 6.5 -0.2
VFQY Vanguard U.S. Quality Factor ETF 0.3 13 62 7.2 +0.6
FUTY Fidelity MSCI Utilities Index ETF 0.3 8 67 6.3 -0.4
DON WisdomTree U.S. MidCap Dividend Fund 0.3 38 37 8.6 +2.0
DFIC Dimensional International Core Equity 2 ETF 0.3 23 52 7.4 +0.8
IPAC iShares Core MSCI Pacific ETF 0.3 9 66 6.7 +0.1
ESGN Columbia International ESG Equity Income ETF 0.3 45 30 9.0 +2.4
DTH WisdomTree International High Dividend Fund 0.3 58 17 10.1 +3.5
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.3 58 17 5.6 -1.1
CVY Invesco Zacks Multi-Asset Income ETF 0.3 106 -31 8.9 +2.3
RWK Invesco S&P MidCap 400 Revenue ETF 0.3 39 36 8.7 +2.1
IWC iShares Micro-Cap ETF 0.3 60 15 -4.3 -10.9
DWMF WisdomTree International Multifactor Fund 0.3 38 37 7.3 +0.7
SDG iShares MSCI Global Sustainable Development Goals ETF 0.3 49 26 5.8 -0.8
DISV Dimensional International Small Cap Value ETF 0.3 42 33 9.2 +2.6
WCEO Hypatia Women CEO ETF 0.3 85 -10 5.2 -1.5
TXS Texas Capital Texas Equity Index ETF 0.3 49 26 5.6 -1.1
AVDV Avantis International Small Cap Value ETF 0.3 36 39 8.0 +1.4
VPU Vanguard Utilities ETF 0.3 10 65 6.2 -0.4
RNMC First Trust Mid Cap US Equity Select ETF 0.3 60 15 7.9 +1.3
IVLU iShares MSCI Intl Value Factor ETF 0.3 30 45 10.6 +4.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.3 25 50 5.7 -1.0
SXQG ETC 6 Meridian Quality Growth ETF 0.3 100 -25 4.4 -2.2
VPL Vanguard FTSE Pacific ETF 0.3 8 67 7.0 +0.3
AVDE Avantis International Equity ETF 0.3 23 52 7.9 +1.2
JHMD John Hancock Multifactor Developed International ETF 0.3 39 36 7.4 +0.8
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.3 38 37 6.7 +0.1
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.2 30 45 6.8 +0.2
IEFA iShares Core MSCI EAFE ETF 0.2 7 68 2.7 -3.9
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.2 45 30 8.5 +1.9
ACWV iShares MSCI Global Min Vol Factor ETF 0.2 20 55 6.7 +0.1
SPDW SPDR Portfolio Developed World ex-US ETF 0.2 3 72 6.9 +0.3
FNDC Schwab Fundamental International Small Co. Index ETF 0.2 39 36 6.9 +0.3
HLGE Hartford Longevity Economy ETF 0.2 44 31 6.6 -0.0
GSID Goldman Sachs MarketBeta International Equity ETF 0.2 20 55 6.7 +0.0
GVLU Gotham 1000 Value ETF 0.2 50 25 7.4 +0.8
SAGP Strategas Global Policy Opportunities ETF 0.2 65 10 4.5 -2.1
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.2 40 35 7.8 +1.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.2 30 45 7.8 +1.2
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.2 39 36 7.3 +0.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.2 4 71 6.1 -0.5
IEUR iShares Core MSCI Europe ETF 0.2 11 64 -1.3 -7.9
BKIE BNY Mellon International Equity ETF 0.2 4 71 6.9 +0.3
AVUS Avantis U.S. Equity ETF 0.2 15 60 6.0 -0.6
IQDE FlexShares International Quality Dividend Defensive Index ET 0.2 47 28 10.7 +4.0
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.2 47 28 10.3 +3.6
KRUZ Unusual Whales Subversive Republican Trading ETF 0.2 75 0 4.9 -1.7
SFYX SoFi Next 500 ETF 0.2 0 75 5.6 -1.0
IDEV iShares Core MSCI International Developed Markets ETF 0.2 4 71 6.7 +0.1
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.2 58 17 6.0 -0.6
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.2 12 63 7.3 +0.7
DFAI Dimensional International Core Equity Market ETF 0.2 18 57 6.9 +0.3
VDC Vanguard Consumer Staples ETF 0.2 10 65 6.0 -0.6
VEA Vanguard FTSE Developed Markets ETF 0.2 5 70 7.0 +0.4
SPEU SPDR Portfolio Europe ETF 0.2 7 68 6.6 -0.1
HFXI IQ FTSE International Equity Currency Neutral ETF 0.2 20 55 6.8 +0.2
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.2 25 50 7.4 +0.8
SCHF Schwab International Equity ETF 0.2 6 69 7.0 +0.4
VGK Vanguard FTSE Europe ETF 0.2 11 64 6.8 +0.2
DWM WisdomTree International Equity Fund 0.2 48 27 7.8 +1.2
FDWM Fidelity Women's Leadership ETF 0.2 59 16 4.8 -1.8
DIHP Dimensional International High Profitability ETF 0.2 29 46 6.9 +0.3
VIDI Vident International Equity Strategy ETF 0.2 61 14 11.9 +5.3
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 0.2 45 30 6.2 -0.4
EFV iShares MSCI EAFE Value ETF 0.2 34 41 9.1 +2.5
FLEE Franklin FTSE Europe ETF 0.2 9 66 6.8 +0.2
DFAC Dimensional U.S. Core Equity 2 ETF 0.2 17 58 5.7 -1.0
SCHM Schwab U.S. Mid-Cap ETF 0.2 4 71 6.3 -0.3
GINN Goldman Sachs Innovate Equity ETF 0.2 52 23 2.7 -3.9
DFIV Dimensional International Value ETF 0.2 27 48 9.8 +3.2
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 0.2 8 67 5.9 -0.7
BBEU JPMorgan BetaBuilders Europe ETF 0.2 9 66 6.7 +0.1
VYMI Vanguard International High Dividend Yield ETF 0.2 22 53 9.7 +3.1
JIRE JPMorgan International Research Enhanced Equity ETF 0.2 24 51 6.7 +0.1
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.2 7 68 6.5 -0.1
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.2 14 61 6.2 -0.5
ROUS Hartford Multifactor US Equity ETF 0.2 19 56 6.4 -0.2
VSGX Vanguard ESG International Stock ETF 0.1 12 63 6.8 +0.2
VXUS Vanguard Total International Stock ETF 0.1 7 68 7.1 +0.5
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.1 25 50 7.4 +0.7
GLOF iShares Global Equity Factor ETF 0.1 20 55 7.1 +0.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 50 6.1 -0.6
DFUV Dimensional US Marketwide Value ETF 0.1 22 53 7.6 +1.0
VEU Vanguard FTSE All-World ex-US Index Fund 0.1 8 67 7.2 +0.6
DEW WisdomTree Global High Dividend Fund 0.1 58 17 9.1 +2.5
DMXF iShares ESG Advanced MSCI EAFE ETF 0.1 12 63 5.4 -1.2
IXUS iShares Core MSCI Total International Stock ETF 0.1 7 68 6.9 +0.3
IQSI IQ Candriam International Equity ETF 0.1 15 60 6.4 -0.2
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.1 36 39 6.4 -0.2
EFA iShares MSCI EAFE ETF 0.1 35 40 6.4 -0.2
VLU SPDR S&P 1500 Value Tilt ETF 0.1 12 63 7.1 +0.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.1 39 36 8.9 +2.3
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.1 8 67 4.9 -1.8
VHT Vanguard Health Care ETF 0.1 10 65 5.7 -0.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.1 29 46 6.3 -0.3
FHLC Fidelity MSCI Health Care Index ETF 0.1 8 67 5.9 -0.7
IQLT iShares MSCI Intl Quality Factor ETF 0.1 30 45 5.7 -0.9
IDHQ Invesco S&P International Developed High Quality ETF 0.1 29 46 5.8 -0.8
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.1 35 40 6.4 -0.2
VCR Vanguard Consumer Discretionary ETF 0.1 10 65 4.7 -1.9
FCOM Fidelity MSCI Communication Services Index ETF 0.1 8 67 4.8 -1.8
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 45 6.1 -0.6
VOX Vanguard Communication Services ETF 0.1 10 65 5.1 -1.5
DFSU Dimensional US Sustainability Core 1 ETF 0.1 18 57 5.7 -0.9
FLAU Franklin FTSE Australia ETF 0.1 9 66 5.8 -0.8
GWX SPDR S&P International Small Cap ETF 0.1 40 35 6.6 -0.0
JHMM John Hancock Multifactor Mid Cap ETF 0.1 42 33 6.6 -0.0
DXJ WisdomTree Japan Hedged Equity Fund 0.1 48 27 7.7 +1.1
HEDJ WisdomTree Europe Hedged Equity Fund 0.1 58 17 8.4 +1.8
ONEQ Fidelity Nasdaq Composite Index ETF 0.1 21 54 3.9 -2.7
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.1 12 63 4.5 -2.1
VT Vanguard Total World Stock ETF 0.1 7 68 5.8 -0.8
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.1 42 33 6.8 +0.2
FLEU Franklin FTSE Eurozone ETF 0.1 9 66 6.7 +0.1
IGRO iShares International Dividend Growth ETF 0.1 15 60 7.1 +0.5
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.1 20 55 6.9 +0.3
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.1 45 30 6.2 -0.4
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.1 41 34 6.7 +0.0
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 34 41 6.7 +0.1
GGME Invesco Next Gen Media and Gaming ETF 0.1 60 15 4.1 -2.5
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.1 20 55 6.3 -0.4
VFH Vanguard Financials ETF 0.1 10 65 6.4 -0.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1 9 66 5.7 -0.9
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 45 6.8 +0.2
DFAU Dimensional US Core Equity Market ETF 0.1 12 63 5.4 -1.3
FNCL Fidelity MSCI Financials Index ETF 0.1 8 67 6.5 -0.2
FNDB Schwab Fundamental US Broad Market Index ETF 0.1 25 50 7.1 +0.5
EFG iShares MSCI EAFE Growth ETF 0.1 36 39 4.1 -2.5
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.1 3 72 5.4 -1.2
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.1 46 29 6.3 -0.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.1 3 72 5.1 -1.5
VIGI Vanguard International Dividend Appreciation ETF 0.1 15 60 5.6 -1.1
VTHR Vanguard Russell 3000 ETF 0.1 10 65 5.1 -1.5
IWV iShares Russell 3000 ETF 0.1 20 55 5.0 -1.6
VTI Vanguard Total Stock Market ETF 0.1 3 72 5.1 -1.5
PRF Invesco FTSE RAFI US 1000 ETF 0.1 39 36 7.3 +0.7
DFUS Dimensional U.S. Equity ETF 0.1 9 66 5.1 -1.5
VGT Vanguard Information Technology ETF 0.1 10 65 4.7 -2.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.1 20 55 5.6 -1.0
IQDF FlexShares International Quality Dividend Index Fund 0.1 47 28 10.7 +4.1
SCHB Schwab U.S. Broad Market ETF 0.1 3 72 5.2 -1.4
FTEC Fidelity MSCI Information Technology Index ETF 0.1 8 67 4.8 -1.9
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 66 5.1 -1.6
DTD WisdomTree U.S. Total Dividend Fund 0.0 28 47 6.5 -0.1
PNQI Invesco NASDAQ Internet ETF 0.0 60 15 2.6 -4.0
JSTC Adasina Social Justice All Cap Global ETF 0.0 89 -14 4.8 -1.9
AVLV Avantis U.S. Large Cap Value ETF 0.0 15 60 7.5 +0.9
VYM Vanguard High Dividend Yield Index ETF 0.0 6 69 7.3 +0.7
EZU iShares MSCI Eurozone ETF 0.0 52 23 6.2 -0.5
FIDU Fidelity MSCI Industrial Index ETF 0.0 8 67 4.7 -1.9
ESGG FlexShares STOXX Global ESG Select Index Fund 0.0 42 33 5.1 -1.5
URTH iShares MSCI World ETF 0.0 24 51 5.4 -1.2
NANC Unusual Whales Subversive Democratic Trading ETF 0.0 75 0 3.8 -2.9
ACWI iShares MSCI ACWI ETF 0.0 32 43 5.5 -1.2
IUSV iShares Core S&P US Value ETF 0.0 4 71 6.8 +0.2
HKND Humankind US Stock ETF 0.0 11 64 7.0 +0.3
IGM iShares Expanded Tech Sector ETF 0.0 41 34 4.5 -2.1
FNDX Schwab Fundamental US Large Co. Index ETF 0.0 25 50 7.1 +0.5
IUSG iShares Core S&P U.S. Growth ETF 0.0 4 71 4.6 -2.0
SCHK Schwab 1000 Index ETF 0.0 5 70 5.3 -1.3
AVIV Avantis International Large Cap Value ETF 0.0 25 50 8.9 +2.3
DGRO iShares Core Dividend Growth ETF 0.0 8 67 6.5 -0.1
STXG Strive 1000 Growth ETF 0.0 18 57 4.2 -2.4
IYY iShares Dow Jones U.S. ETF 0.0 20 55 5.1 -1.6
PFM Invesco Dividend Achievers ETF 0.0 53 22 5.7 -0.9
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.0 40 35 4.1 -2.5
TOK iShares MSCI Kokusai ETF 0.0 26 49 5.3 -1.3
DGRW WisdomTree US Quality Dividend Growth Fund 0.0 28 47 6.2 -0.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.0 12 63 5.1 -1.6
KOKU Xtrackers MSCI Kokusai Equity ETF 0.0 9 66 5.5 -1.1
STXV Strive 1000 Value ETF 0.0 18 57 7.8 +1.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.0 11 64 5.2 -1.4
PSCC Invesco S&P SmallCap Consumer Staples ETF 0.0 29 46 8.2 +1.5

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

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RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
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
  2023 2024E 2025E
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:

OVERWEIGHT
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 14.0 %
Divided by: Fwd. P/BV 1.9 x
Less: Expense ratio 75 bp
Equals: ALTAR Score 6.6 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.69 CATEGORY
AVERAGE		 1.50
 
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.