iShares Long-Term U.S. Equity Active ETF
ALTAR
Score™		 3.0% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 33.7x P/Sales
ratio		 7.3x
P/BV
ratio		 7.5x Div.
yield		 0.2%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
iShares Long-Term U.S. Equity Active ETF aims to provide long-term capital appreciation by investing primarily in a diversified portfolio of U.S. equity securities, focusing on companies with strong growth potential.

FUND BASICS
Category US Equities
Fund Sponsor iShares
Website www.ishares.com/us/products/337476/ishares-long-term-u-s-equity-active-etf
Inception date Jun 17, 2024
Assets (mns) $8
Currency USD
Expense ratio 75 bp
Distributions

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 18
Wgt avg mkt cap (mns) $719,839
Large cap (>$10bn) 95.9%
Mid cap ($2-10bn) 4.1%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
MICROSOFT CORP 13.2 %
HOWMET AEROSPACE INC. 11.0 %
META PLATFORMS INC 10.4 %
AMAZON.COM INC 9.1 %
MASTERCARD INCORPORATED CLASS A 6.9 %
VERTIV HOLDINGS CO. CLASS A 5.6 %
TRANE TECHNOLOGIES PLC 4.8 %
MASIMO CORPORATION 4.4 %
ALPHABET INC. CLASS C 4.4 %
CADENCE DESIGN SYS INC 4.3 %
Total 74.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 86.1 %
NETHERLANDS 6.4 %
IRELAND 4.8 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
9.3% 8.4% -- -- 6.9%

Market Correlations
versus... Beta R-squared
S&P500 -- --
MSCI EAFE -- --
MSCI Emg. Mkts. -- --

Technical Indicators
Recent close $32.32
30d moving avg. $31.17
Annualized volatility 0.0%
Short interest (ETF) 0.4%
Relative strength (RSI) 62

Liquidity measures
Avg. volume (thou.) 1
Turnover 0.4%
Bid/Ask (% of price) 0.13%
ADV underlying (mns) $44,367

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 713 potential alternatives to the iShares Long-Term U.S. Equity Active ETF ETF based on the alternatives' overlap in portfolio holdings with BELT. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: BELT Expense: 75 bp ALTAR Score™: 3.0%


ALTERNATIVE ETFs BASED ON OVERLAP WITH BELT
Ticker Fund
Name		 Overlap1
vs BELT
(%)		 Expense
ratio
(bp)		 Savings
vs BELT
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs BELT
(%)
FFOG Franklin Focused Growth ETF 39.9 61 14 2.4 -0.6
BGRO iShares Large Cap Growth Active ETF 36.7 55 20 3.1 +0.2
FDG American Century Focused Dynamic Growth ETF 33.4 45 30 2.1 -0.9
GGRW Gabelli Growth Innovators ETF 32.1 90 -15 2.4 -0.6
MGK Vanguard Mega Cap Growth ETF 31.6 7 68 4.2 +1.2
PRXG Praxis Impact Large Cap Growth ETF 31.1 36 39 4.2 +1.2
DARP Grizzle Growth ETF 30.6 75 0 3.1 +0.1
JGRO JPMorgan Active Growth ETF 30.4 44 31 3.5 +0.5
BLCR iShares Large Cap Core Active ETF 29.6 36 39 3.8 +0.8
IWY iShares Russell Top 200 Growth ETF 29.6 20 55 4.6 +1.6
PNQI Invesco NASDAQ Internet ETF 29.3 60 15 3.2 +0.2
VUG Vanguard Growth ETF 29.3 4 71 4.1 +1.1
AVUQ Avantis U.S. Quality ETF 29.0 15 60 4.9 +1.9
QTOP iShares Nasdaq Top 30 Stocks ETF 28.9 20 55 4.3 +1.3
VONG Vanguard Russell 1000 Growth ETF 28.8 7 68 4.6 +1.6
IWF iShares Russell 1000 Growth ETF 28.7 19 56 4.5 +1.5
SNPG Xtrackers S&P 500 Growth ESG ETF 28.6 15 60 4.5 +1.6
TMFC Motley Fool 100 Index ETF 28.4 50 25 3.6 +0.6
TOPT iShares Top 20 U.S. Stocks ETF 28.4 20 55 4.1 +1.1
SCHG Schwab U.S. Large-Cap Growth ETF 28.3 4 71 4.1 +1.1
XLG Invesco S&P 500 Top 50 ETF 28.0 20 55 4.6 +1.6
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 27.9 65 10 3.8 +0.8
TMFE Motley Fool Capital Efficiency 100 Index ETF 27.7 50 25 4.1 +1.2
FELG Fidelity Enhanced Large Cap Growth ETF 27.7 18 57 4.8 +1.8
ILCG iShares Morningstar Growth ETF 26.9 4 71 3.8 +0.8
EGUS iShares ESG Aware MSCI USA Growth ETF 26.5 18 57 4.2 +1.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 26.3 45 30 4.6 +1.6
HLAL Wahed FTSE USA Shariah ETF 25.9 50 25 5.0 +2.0
ABIG Argent Large Cap ETF 25.8 49 26 7.5 +4.5
ONEQ Fidelity Nasdaq Composite Index ETF 25.8 21 54 3.9 +0.9
LRGE ClearBridge Large Cap Growth ESG ETF 25.0 59 16 3.9 +0.9
NULG Nuveen ESG Large-Cap Growth ETF 25.0 26 49 3.3 +0.4
BKWO BNY Mellon Women's Opportunities ETF 24.9 50 25 3.7 +0.7
RND First Trust Bloomberg R&D Leaders ETF 24.6 60 15 3.7 +0.7
JPEF JPMorgan Equity Focus ETF 24.4 50 25 4.3 +1.4
LCF Touchstone US Large Cap Focused ETF 24.4 69 6 4.3 +1.3
CGGR Capital Group Growth ETF 24.3 39 36 3.3 +0.3
DANA Dana Unconstrained Equity ETF 24.3 50 25 3.0 -0.0
QGRW WisdomTree U.S. Quality Growth Fund 24.2 28 47 4.2 +1.3
VOOG Vanguard S&P 500 Growth ETF 24.0 7 68 4.2 +1.2
IVW iShares S&P 500 Growth ETF 23.9 18 57 4.1 +1.1
SPYG SPDR Portfolio S&P 500 Growth ETF 23.9 4 71 4.2 +1.2
OEF iShares S&P 100 ETF 23.8 20 55 4.7 +1.7
PCGG Polen Capital Global Growth ETF 23.7 85 -10 3.7 +0.7
FDN First Trust Dow Jones Internet Index Fund 23.6 52 23 3.1 +0.2
FDND FT Vest Dow Jones Internet & Target Income ETF 23.5 75 0 3.0 -0.0
STXG Strive 1000 Growth ETF 23.2 18 57 4.0 +1.0
MAVF Matrix Advisors Value ETF 23.0 75 0 6.0 +3.0
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 22.8 49 26 6.6 +3.7
QQQ Invesco QQQ Trust Series I 22.8 20 55 4.1 +1.1
IUSG iShares Core S&P U.S. Growth ETF 22.7 4 71 4.3 +1.3
IOO iShares Global 100 ETF 22.7 41 34 5.0 +2.0
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 22.7 49 26 4.3 +1.3
QQQM Invesco NASDAQ 100 ETF 22.7 15 60 4.2 +1.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 22.2 29 46 4.4 +1.5
ACSI American Customer Satisfaction ETF 22.0 65 10 4.8 +1.8
GK AdvisorShares Gerber Kawasaki ETF 21.7 75 0 2.5 -0.5
CGUS Capital Group Core Equity ETF 21.7 33 42 4.4 +1.4
IGM iShares Expanded Tech Sector ETF 21.4 41 34 4.0 +1.0
MGC Vanguard Mega Cap ETF 21.4 7 68 4.8 +1.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 21.3 9 66 5.0 +2.0
NZUS SPDR MSCI USA Climate Paris Aligned ETF 20.9 10 65 4.5 +1.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 20.9 10 65 4.5 +1.5
IWL iShares Russell Top 200 ETF 20.9 15 60 4.7 +1.8
VSLU Applied Finance Valuation Large Cap ETF 20.8 49 26 5.7 +2.7
LRND IQ U.S. Large Cap R&D Leaders ETF 20.8 14 61 5.4 +2.5
USCL iShares Climate Conscious & Transition MSCI USA ETF 20.8 8 67 5.1 +2.1
NANC Unusual Whales Subversive Democratic Trading ETF 20.8 75 0 3.7 +0.7
WUGI AXS Esoterica NextG Economy ETF 20.8 75 0 2.5 -0.5
PWB Invesco Large Cap Growth ETF 20.8 56 19 2.8 -0.2
LRGC AB US Large Cap Strategic Equities ETF 20.6 48 27 4.6 +1.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 20.6 30 45 4.5 +1.6
FBCG Fidelity Blue Chip Growth ETF 20.6 59 16 3.0 -0.0
USSE Segall Bryant & Hamill Select Equity ETF 20.6 65 10 4.3 +1.3
DRUP GraniteShares Nasdaq Select Disruptors ETF 20.4 60 15 4.0 +1.0
GLBL Pacer MSCI World Industry Advantage ETF 20.4 65 10 4.3 +1.3
SPMO Invesco S&P 500 Momentum ETF 20.1 13 62 3.7 +0.7
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 20.1 49 26 4.6 +1.6
IYW iShares U.S. Technology ETF 20.0 40 35 4.0 +1.0
QQMG Invesco ESG NASDAQ 100 ETF 19.9 20 55 4.2 +1.2
DFVX Dimensional US Large Cap Vector ETF 19.8 22 53 6.3 +3.3
XVV iShares ESG Screened S&P 500 ETF 19.8 8 67 4.9 +1.9
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 19.8 75 0 4.9 +1.9
DUSA Davis Select U.S. Equity ETF 19.6 61 14 7.3 +4.3
ESGV Vanguard ESG U.S. Stock ETF 19.6 9 66 4.8 +1.9
ESGU iShares ESG Aware MSCI USA ETF 19.5 15 60 4.9 +2.0
MODL VictoryShares WestEnd U.S. Sector ETF 19.4 42 33 4.6 +1.7
CAML Congress Large Cap Growth ETF 19.4 66 9 3.3 +0.3
NACP Impact Shares NAACP Minority Empowerment ETF 19.3 49 26 4.9 +1.9
CATH Global X S&P 500 Catholic Values Custom ETF 19.1 29 46 4.9 +1.9
USMC Principal U.S. Mega-Cap ETF 18.8 12 63 4.6 +1.6
ADME Aptus Drawdown Managed Equity ETF 18.8 79 -4 4.2 +1.2
SUSL iShares ESG MSCI USA Leaders ETF 18.8 10 65 5.0 +2.1
HGRO Hedgeye Quality Growth ETF 18.7 70 5 3.3 +0.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 18.6 19 56 5.2 +2.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 18.6 12 63 4.6 +1.6
SXQG ETC 6 Meridian Quality Growth ETF 18.6 100 -25 4.6 +1.7
DSI iShares MSCI KLD 400 Social ETF 18.5 25 50 5.0 +2.0
JGLO JPMorgan Global Select Equity ETF 18.5 33 42 5.0 +2.0
USCA Xtrackers MSCI USA Climate Action Equity ETF 18.5 7 68 5.1 +2.1
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 18.5 20 55 4.8 +1.8
QUAL iShares MSCI USA Quality Factor ETF 18.4 15 60 5.3 +2.3
SPXN ProShares S&P 500 Ex-Financials ETF 18.4 9 66 5.0 +2.1
JGRW Jensen Quality Growth ETF 18.3 57 18 4.6 +1.6
SPXV ProShares S&P 500 Ex-Health Care ETF 18.3 9 66 4.8 +1.8
VV Vanguard Large-Cap ETF 18.2 4 71 4.9 +2.0
THRO iShares U.S. Thematic Rotation Active ETF 18.2 90 -15 4.0 +1.1
STRV Strive 500 ETF 18.2 5 70 4.9 +1.9
VNSE Natixis Vaughan Nelson Select ETF 18.2 80 -5 4.8 +1.8
VOO Vanguard S&P 500 ETF 18.1 3 72 5.1 +2.1
IVV iShares Core S&P 500 ETF 18.1 3 72 5.1 +2.1
SPY SPDR S&P 500 ETF Trust 18.1 9 66 5.0 +2.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 18.1 20 55 5.1 +2.2
SPLG SPDR Portfolio S&P 500 ETF 18.1 2 73 5.1 +2.1
RECS Columbia Research Enhanced Core ETF 18.0 15 60 5.9 +2.9
GSPY Gotham Enhanced 500 ETF 17.9 50 25 5.4 +2.4
INRO iShares U.S. Industry Rotation Active ETF 17.9 42 33 4.7 +1.7
GQQQ Astoria US Quality Growth Kings ETF 17.8 35 40 4.8 +1.8
ILCB iShares Morningstar U.S. Equity ETF 17.8 3 72 5.0 +2.0
SFY SoFi Select 500 ETF 17.6 0 75 4.6 +1.6
SEMG Suncoast Select Growth ETF 17.6 60 15 4.1 +1.1
LOWV AB US Low Volatility Equity ETF 17.5 48 27 5.1 +2.2
SFYF SoFi Social 50 ETF 17.5 29 46 0.3 -2.7
PBUS Invesco MSCI USA ETF 17.5 4 71 5.0 +2.0
OGIG ALPS O'Shares Global Internet Giants ETF 17.3 48 27 1.6 -1.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 17.3 10 65 5.1 +2.1
LGRO Level Four Large Cap Growth Active ETF 17.3 55 20 3.8 +0.8
SPXE ProShares S&P 500 Ex-Energy ETF 17.2 9 66 4.9 +1.9
FSST Fidelity Sustainable U.S. Equity ETF 17.2 59 16 4.3 +1.4
BEEX BeeHive ETF 17.1 84 -9 4.3 +1.4
KLMN Invesco MSCI North America Climate ETF 17.1 9 66 5.1 +2.2
TECB iShares U.S. Tech Breakthrough Multisector ETF 17.1 40 35 3.6 +0.6
SCHX Schwab U.S. Large-Cap ETF 17.1 3 72 5.1 +2.1
RFFC ALPS Active Equity Opportunity ETF 17.1 48 27 4.5 +1.5
FELC Fidelity Enhanced Large Cap Core ETF 17.0 18 57 5.3 +2.4
FFLC Fidelity Fundamental Large Cap Core ETF 16.9 38 37 4.7 +1.7
FLQL Franklin LibertyQ U.S. Equity ETF 16.9 15 60 5.5 +2.5
IETC iShares U.S. Tech Independence Focused ETF 16.9 18 57 3.8 +0.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 16.9 7 68 4.9 +2.0
RFDA RiverFront Dynamic US Dividend Advantage ETF 16.9 52 23 6.7 +3.7
VONE Vanguard Russell 1000 ETF 16.8 7 68 5.1 +2.1
RVRB Reverb ETF 16.8 30 45 4.7 +1.7
IWB iShares Russell 1000 ETF 16.8 15 60 5.0 +2.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 16.8 75 0 4.1 +1.1
LVOL American Century Low Volatility ETF 16.8 29 46 4.8 +1.8
QLTY GMO U.S. Quality ETF 16.8 50 25 4.7 +1.8
LGDX Intech S&P Large Cap Diversified Alpha ETF 16.7 25 50 5.4 +2.4
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 16.7 3 72 5.3 +2.3
IYY iShares Dow Jones U.S. ETF 16.7 20 55 4.9 +1.9
TOV JLens 500 Jewish Advocacy U.S. ETF 16.7 18 57 4.8 +1.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 16.7 32 43 5.0 +2.0
SCHK Schwab 1000 Index ETF 16.6 5 70 5.1 +2.1
BKLC BNY Mellon US Large Cap Core Equity ETF 16.6 0 75 5.0 +2.0
PSET Principal Quality ETF 16.6 15 60 5.3 +2.4
VOTE TCW Transform 500 ETF 16.6 5 70 5.0 +2.0
BUYZ Franklin Disruptive Commerce ETF 16.4 50 25 2.3 -0.7
DFUS Dimensional U.S. Equity ETF 16.4 9 66 4.9 +2.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 16.3 2 73 5.0 +2.1
MBCC Monarch Blue Chips Core ETF 16.3 125 -50 4.0 +1.1
VTI Vanguard Total Stock Market ETF 16.2 3 72 5.0 +2.0
VTHR Vanguard Russell 3000 ETF 16.1 7 68 5.0 +2.0
IWV iShares Russell 3000 ETF 16.1 20 55 4.9 +1.9
AIEQ AI Powered Equity ETF 16.1 75 0 3.8 +0.8
SCHB Schwab U.S. Broad Market ETF 16.0 3 72 5.1 +2.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 16.0 3 72 5.0 +2.1
FDTX Fidelity Disruptive Technology ETF 15.9 50 25 2.6 -0.4
LRGF iShares U.S. Equity Factor ETF 15.9 8 67 5.6 +2.6
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 15.8 15 60 7.4 +4.4
APUE ActivePassive U.S. Equity ETF 15.7 45 30 4.8 +1.8
NBDS Neuberger Berman Disrupters ETF 15.6 55 20 0.7 -2.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 15.6 19 56 6.4 +3.5
FTGS First Trust Growth Strength ETF 15.5 60 15 4.9 +1.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 15.5 14 61 5.0 +2.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 15.4 11 64 5.0 +2.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 15.4 10 65 5.3 +2.3
FDMO Fidelity Momentum Factor ETF 15.4 15 60 3.9 +0.9
LCLG Logan Capital Broad Innovative Growth ETF 15.4 99 -24 4.2 +1.3
CRTC Xtrackers US National Critical Technologies ETF 15.3 35 40 4.9 +1.9
DFAU Dimensional US Core Equity Market ETF 15.3 12 63 5.2 +2.2
EPS WisdomTree U.S. LargeCap Fund 15.2 8 67 5.8 +2.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 15.1 15 60 4.3 +1.3
SPXT ProShares S&P 500 Ex-Technology ETF 15.1 9 66 5.6 +2.7
GRNY Fundstrat Granny Shots US Large Cap ETF 15.1 75 0 2.7 -0.3
XDAT Franklin Exponential Data ETF 14.8 50 25 2.1 -0.9
OALC OneAscent Large Cap Core ETF 14.8 86 -11 4.1 +1.2
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 14.8 15 60 5.9 +3.0
FCOM Fidelity MSCI Communication Services Index ETF 14.7 8 67 4.7 +1.7
IXP iShares Global Comm Services ETF 14.7 42 33 5.6 +2.6
XLC Communication Services Select Sector SPDR Fund 14.7 8 67 5.1 +2.1
VOX Vanguard Communication Services ETF 14.7 9 66 4.7 +1.7
XPND First Trust Expanded Technology ETF 14.7 65 10 3.9 +0.9
RGEF Rockefeller Global Equity ETF 14.6 55 20 4.9 +1.9
JCTR JPMorgan Carbon Transition U.S. Equity ETF 14.5 15 60 4.7 +1.7
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 14.5 39 36 3.7 +0.8
IGPT Invesco AI and Next Gen Software ETF 14.4 60 15 4.2 +1.3
QVML Invesco S&P 500 QVM Multi-factor ETF 14.4 11 64 5.1 +2.2
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 14.3 56 19 6.4 +3.4
NETZ TCW Transform Systems ETF 14.2 75 0 2.5 -0.5
NULC Nuveen ESG Large-Cap ETF 14.2 21 54 4.8 +1.8
YOKE Yoke Core ETF 14.2 42 33 4.4 +1.5
ESGG FlexShares STOXX Global ESG Select Index Fund 14.2 42 33 5.5 +2.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 14.1 9 66 5.3 +2.3
XLK Technology Select Sector SPDR Fund 14.0 8 67 4.6 +1.6
SSPX Janus Henderson U.S. Sustainable Equity ETF 14.0 55 20 4.2 +1.2
TMFG Motley Fool Global Opportunities ETF 13.9 85 -10 3.9 +0.9
WOMN Impact Shares YWCA Women's Empowerment ETF 13.9 75 0 5.3 +2.3
FDWM Fidelity Women's Leadership ETF 13.7 59 16 5.0 +2.0
VGT Vanguard Information Technology ETF 13.7 9 66 4.1 +1.1
IXN iShares Global Tech ETF 13.7 41 34 3.9 +0.9
FTEC Fidelity MSCI Information Technology Index ETF 13.7 8 67 4.1 +1.1
SNPE Xtrackers S&P 500 ESG ETF 13.5 10 65 5.2 +2.2
AVSU Avantis Responsible U.S. Equity ETF 13.5 15 60 6.1 +3.2
MGRO VanEck Morningstar Wide Moat Growth ETF 13.5 49 26 4.4 +1.4
HAPI Harbor Human Capital Factor US Large Cap ETF 13.4 36 39 4.9 +1.9
KRMA Global X Conscious Companies ETF 13.4 43 32 5.9 +3.0
ARTY iShares Future AI & Tech ETF 13.3 47 28 3.3 +0.3
TOK iShares MSCI Kokusai ETF 13.3 26 49 5.2 +2.2
VERS ProShares Metaverse ETF 13.2 58 17 -1.2 -4.2
FPAG FPA Global Equity ETF 13.0 49 26 5.8 +2.8
WISE Themes Generative Artificial Intelligence ETF 13.0 35 40 0.4 -2.6
KONG Formidable Fortress ETF 12.9 89 -14 6.0 +3.0
AVUS Avantis U.S. Equity ETF 12.7 15 60 5.9 +2.9
MMTM SPDR S&P 1500 Momentum Tilt ETF 12.7 12 63 4.6 +1.7
DCOR Dimensional US Core Equity 1 ETF 12.7 14 61 5.5 +2.5
IVRS iShares Future Metaverse Tech and Communications ETF 12.7 47 28 2.7 -0.3
FVAL Fidelity Value Factor ETF 12.6 15 60 7.1 +4.1
XLY Consumer Discretionary Select Sector SPDR Fund 12.6 8 67 4.9 +1.9
QLC FlexShares US Quality Large Cap Index Fund 12.6 25 50 5.5 +2.6
BDIV AAM Brentview Dividend Growth ETF 12.6 49 26 4.6 +1.7
URTH iShares MSCI World ETF 12.6 24 51 5.3 +2.3
DFAC Dimensional U.S. Core Equity 2 ETF 12.5 17 58 5.7 +2.7
WTAI WisdomTree Artificial Intelligence and Innovation Fund 12.4 45 30 2.9 -0.1
AOTG AOT Growth and Innovation ETF 12.4 75 0 1.8 -1.2
WRND IQ Global Equity R&D Leaders ETF 12.4 18 57 8.4 +5.5
AFLG First Trust Active Factor Large Cap ETF 12.3 55 20 6.2 +3.2
GLOF iShares Global Equity Factor ETF 12.3 20 55 6.7 +3.8
DFSU Dimensional US Sustainability Core 1 ETF 12.3 18 57 5.5 +2.5
SDEP SFP Core Equity Strategy 12.2 10 65 6.4 +3.4
CLOD Themes Cloud Computing ETF 12.2 35 40 3.0 +0.1
KOKU Xtrackers MSCI Kokusai Equity ETF 12.2 9 66 5.3 +2.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 12.1 12 63 5.3 +2.3
DGRW WisdomTree US Quality Dividend Growth Fund 12.1 28 47 5.6 +2.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 12.0 15 60 5.0 +2.0
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 12.0 79 -4 4.5 +1.6
DSPY Tema S&P 500 Historical Weight ETF 11.9 18 57 5.3 +2.3
SUSA iShares MSCI USA ESG Select ETF 11.9 25 50 4.9 +1.9
DEMZ Democratic Large Cap Core ETF 11.9 45 30 4.6 +1.6
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 11.8 29 46 6.3 +3.4
KLMT Invesco MSCI Global Climate 500 ETF 11.7 10 65 5.9 +2.9
DUHP Dimensional US High Profitability ETF 11.7 21 54 6.4 +3.4
FDCF Fidelity Disruptive Communications ETF 11.7 50 25 3.0 +0.0
QLV FlexShares US Quality Low Volatility Index Fund 11.7 22 53 5.7 +2.7
CGDV Capital Group Dividend Value ETF 11.6 33 42 4.6 +1.6
IEDI iShares U.S. Consumer Focused ETF 11.6 18 57 5.2 +2.2
FQAL Fidelity Quality Factor ETF 11.6 15 60 5.7 +2.8
DWLD Davis Select Worldwide ETF 11.5 63 12 7.4 +4.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 11.5 20 55 5.8 +2.8
IVE iShares S&P 500 Value ETF 11.4 18 57 6.3 +3.3
SPYV SPDR Portfolio S&P 500 Value ETF 11.4 4 71 6.4 +3.4
HDUS Hartford Disciplined US Equity ETF 11.4 19 56 5.9 +2.9
VCR Vanguard Consumer Discretionary ETF 11.4 9 66 4.6 +1.6
IGV iShares Expanded Tech-Software Sector ETF 11.4 41 34 2.7 -0.3
VOOV Vanguard S&P 500 Value ETF 11.4 7 68 6.4 +3.4
FDIS Fidelity MSCI Consumer Discretionary Index ETF 11.4 8 67 4.6 +1.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 11.4 60 15 5.2 +2.2
IYC iShares U.S. Consumer Discretionary ETF 11.3 40 35 3.8 +0.8
RXI iShares Global Consumer Discretionary ETF 11.3 41 34 9.1 +6.2
CGGO Capital Group Global Growth Equity ETF 11.3 47 28 4.7 +1.8
XNTK SPDR NYSE Technology ETF 11.3 35 40 3.8 +0.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 11.3 25 50 5.9 +2.9
ACWI iShares MSCI ACWI ETF 11.2 32 43 5.7 +2.7
PDP Invesco Dorsey Wright Momentum ETF 11.2 62 13 4.1 +1.1
FDLO Fidelity Low Volatility Factor ETF 11.2 15 60 5.4 +2.4
METV Roundhill Ball Metaverse ETF 11.1 59 16 5.6 +2.6
XLSR SPDR SSGA U.S. Sector Rotation ETF 11.1 70 5 4.9 +1.9
QUS SPDR MSCI USA StrategicFactors ETF 11.1 15 60 5.7 +2.7
JHML John Hancock Multifactor Large Cap ETF 10.9 29 46 5.4 +2.5
LOGO Alpha Brands Consumption Leaders ETF 10.8 69 6 6.2 +3.2
IUSV iShares Core S&P US Value ETF 10.8 4 71 6.5 +3.6
DXUV Dimensional US Vector Equity ETF 10.8 28 47 6.4 +3.4
OUSA ALPS O'Shares U.S. Quality Dividend ETF 10.7 48 27 6.1 +3.1
USRD Themes US R&D Champions ETF 10.7 29 46 4.5 +1.5
GVIP Goldman Sachs Hedge Industry VIP ETF 10.6 45 30 3.5 +0.5
BWEB Bitwise Web3 ETF 10.5 85 -10 0.0 -3.0
EBI Longview Advantage ETF 10.4 35 40 6.7 +3.8
SOCL Global X Social Media ETF 10.4 65 10 7.8 +4.9
FCTE SMI 3Fourteen Full-Cycle Trend ETF 10.3 85 -10 8.6 +5.6
STXD Strive 1000 Dividend Growth ETF 10.3 35 40 4.9 +1.9
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 10.2 57 18 3.6 +0.6
FMTM MarketDesk Focused U.S. Momentum ETF 10.2 45 30 3.9 +1.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 10.2 9 66 5.9 +2.9
IUS Invesco RAFI Strategic US ETF 10.1 19 56 6.8 +3.8
VT Vanguard Total World Stock ETF 10.1 6 69 6.0 +3.0
DIA SPDR Dow Jones Industrial Average ETF Trust 10.1 16 59 5.5 +2.5
AIQ Global X Artificial Intelligence & Technology ETF 10.0 68 7 3.8 +0.9
EMOT First Trust S&P 500 Economic Moat ETF 10.0 60 15 6.9 +3.9
AIVC Amplify Bloomberg AI Value Chain ETF 10.0 59 16 6.0 +3.1
GDIV Harbor Dividend Growth Leaders ETF 10.0 50 25 5.3 +2.3
FLRG Fidelity U.S. Multifactor ETF 9.8 15 60 7.0 +4.0
JEPI JPMorgan Equity Premium Income ETF 9.8 35 40 5.5 +2.5
QDF FlexShares Quality Dividend Index Fund 9.8 37 38 6.4 +3.4
CHAT Roundhill Generative AI & Technology ETF 9.8 75 0 8.0 +5.0
QDEF FlexShares Quality Dividend Defensive Index Fund 9.7 37 38 6.2 +3.2
VUSE Vident U.S. Equity Strategy ETF 9.7 50 25 4.6 +1.6
SPMV Invesco S&P 500 Minimum Variance ETF 9.7 10 65 5.3 +2.3
LST Leuthold Select Industries ETF 9.5 91 -16 5.5 +2.5
QGRO American Century U.S. Quality Growth ETF 9.5 29 46 3.6 +0.6
IYG iShares US Financial Services ETF 9.3 40 35 5.4 +2.4
ACVF American Conservative Values ETF 9.3 75 0 4.4 +1.4
IQM Franklin Intelligent Machines ETF 9.2 50 25 2.2 -0.8
IYJ iShares U.S. Industrials ETF 9.1 40 35 4.5 +1.5
ONLN ProShares Online Retail ETF 9.1 58 17 2.3 -0.7
RTH VanEck Retail ETF 9.1 35 40 5.3 +2.3
KOCG FIS Knights of Columbus Global Belief ETF 9.1 75 0 5.1 +2.1
PTF Invesco Dorsey Wright Technology Momentum ETF 9.0 60 15 1.4 -1.6
MILN Global X Millennial Consumer ETF 9.0 50 25 3.6 +0.7
VLU SPDR S&P 1500 Value Tilt ETF 8.9 12 63 7.6 +4.6
RW Rainwater Equity ETF 8.9 125 -50 2.6 -0.3
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 8.8 65 10 -1.3 -4.3
FMET Fidelity Metaverse ETF 8.8 39 36 4.8 +1.9
TDIV First Trust NASDAQ Technology Dividend Index Fund 8.8 50 25 5.4 +2.5
FDRR Fidelity Dividend ETF for Rising Rates 8.8 15 60 7.3 +4.3
RAYD Rayliant Quantitative Developed Market Equity ETF 8.7 80 -5 4.4 +1.5
RPG Invesco S&P 500 Pure Growth ETF 8.6 35 40 3.2 +0.2
PRN Invesco Dorsey Wright Industrials Momentum ETF 8.6 60 15 3.7 +0.8
FNDX Schwab Fundamental US Large Co. Index ETF 8.5 25 50 7.2 +4.2
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 8.5 75 0 2.9 -0.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 8.5 35 40 6.1 +3.1
MTUM iShares MSCI USA Momentum Factor ETF 8.4 15 60 3.6 +0.6
SKYY First Trust Cloud Computing ETF 8.4 60 15 3.0 +0.0
ANEW ProShares MSCI Transformational Changes ETF 8.4 45 30 6.0 +3.1
XLF Financial Select Sector SPDR Fund 8.3 8 67 5.8 +2.8
FBOT Fidelity Disruptive Automation ETF 8.1 50 25 3.7 +0.8
IVES Wedbush ETFMG Global Cloud Technology ETF 8.1 68 7 15.8 +12.8
GGME Invesco Next Gen Media and Gaming ETF 8.0 60 15 4.3 +1.3
FNDB Schwab Fundamental US Broad Market Index ETF 8.0 25 50 7.3 +4.3
OCEN IQ Clean Oceans ETF 8.0 45 30 6.2 +3.3
VIG Vanguard Dividend Appreciation ETF 7.9 5 70 5.6 +2.7
RWL Invesco S&P 500 Revenue ETF 7.9 39 36 6.7 +3.7
QWLD SPDR MSCI World StrategicFactors ETF 7.9 30 45 6.1 +3.1
ISHP First Trust Nasdaq Retail ETF 7.9 60 15 5.2 +2.2
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 7.9 75 0 5.5 +2.5
MID American Century Mid Cap Growth Impact ETF 7.8 45 30 3.1 +0.2
GURU Global X Guru Index ETF 7.8 75 0 3.5 +0.5
HEAL Global X HealthTech ETF 7.7 50 25 -0.7 -3.7
PAVE Global X U.S. Infrastructure Development ETF 7.7 47 28 5.7 +2.7
FNCL Fidelity MSCI Financials Index ETF 7.7 8 67 6.4 +3.4
AVLV Avantis U.S. Large Cap Value ETF 7.5 15 60 7.9 +5.0
WFH Direxion Work From Home ETF 7.5 45 30 3.8 +0.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 7.4 65 10 3.5 +0.5
VFH Vanguard Financials ETF 7.3 9 66 6.5 +3.5
PFM Invesco Dividend Achievers ETF 7.3 53 22 5.3 +2.3
ILCV iShares Morningstar Value ETF 7.3 4 71 6.7 +3.7
SAMT Strategas Macro Thematic Opportunities ETF 7.2 65 10 3.0 -0.0
TIME Clockwise Core Equity & Innovation ETF 7.1 95 -20 2.8 -0.2
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 7.1 15 60 6.4 +3.4
JMOM JPMorgan U.S. Momentum Factor ETF 7.1 12 63 4.5 +1.6
SWP SWP Growth & Income ETF 7.1 99 -24 4.3 +1.3
SPGP Invesco S&P 500 GARP ETF 7.1 34 41 9.2 +6.2
SHE SPDR MSCI USA Gender Diversity ETF 7.1 20 55 5.0 +2.0
JOET Virtus Terranova US Quality Momentum ETF 7.0 29 46 4.7 +1.8
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 7.0 49 26 3.7 +0.7
ITAN Sparkline Intangible Value ETF 7.0 50 25 6.7 +3.7
BUZZ VanEck Social Sentiment ETF 7.0 75 0 0.1 -2.9
JHDV John Hancock U.S. High Dividend ETF 6.9 34 41 6.7 +3.7
PRF Invesco FTSE RAFI US 1000 ETF 6.9 39 36 6.9 +3.9
EVUS iShares ESG Aware MSCI USA Value ETF 6.9 18 57 6.8 +3.8
EDOW First Trust Dow 30 Equal Weight ETF 6.8 50 25 5.1 +2.1
AGQI First Trust Active Global Quality Income ETF 6.8 85 -10 5.3 +2.3
FDHT Fidelity Digital Health ETF 6.8 39 36 0.8 -2.1
JQUA JPMorgan U.S. Quality Factor ETF 6.8 12 63 5.9 +2.9
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 6.7 40 35 5.4 +2.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 6.7 25 50 5.9 +2.9
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 6.6 65 10 1.0 -2.0
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 6.6 58 17 4.0 +1.0
FCLD Fidelity Cloud Computing ETF 6.6 39 36 3.1 +0.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 6.6 65 10 2.2 -0.8
TOGA Tremblant Global ETF 6.5 69 6 1.5 -1.5
DLN WisdomTree U.S. LargeCap Dividend Fund 6.5 28 47 6.1 +3.1
ZECP Zacks Earnings Consistent Portfolio ETF 6.5 55 20 4.8 +1.9
SMH VanEck Semiconductor ETF 6.5 35 40 4.1 +1.1
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 6.5 60 15 3.9 +0.9
TRFM AAM Transformers ETF 6.5 49 26 1.5 -1.5
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 6.5 15 60 9.2 +6.3
SPYA Twin Oak Endure ETF 6.4 80 -5 -2.2 -5.1
GINN Goldman Sachs Innovate Equity ETF 6.4 52 23 3.7 +0.7
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 6.4 40 35 3.6 +0.6
FMED Fidelity Disruptive Medicine ETF 6.3 50 25 -1.1 -4.1
PFI Invesco Dorsey Wright Financial Momentum ETF 6.3 60 15 6.5 +3.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 6.2 35 40 4.2 +1.2
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 6.2 40 35 5.4 +2.4
FEGE First Eagle Global Equity ETF 6.2 79 -4 7.0 +4.0
CHGX AXS Change Finance ESG ETF 6.1 49 26 4.8 +1.9
SPHQ Invesco S&P 500 Quality ETF 6.0 15 60 5.2 +2.2
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 5.9 60 15 3.6 +0.6
ARKQ ARK Autonomous Technology & Robotics ETF 5.9 75 0 0.5 -2.5
FCPI Fidelity Stocks for Inflation ETF 5.9 15 60 7.6 +4.6
FFND Future Fund Active ETF 5.9 100 -25 4.4 +1.4
ARVR First Trust Indxx Metaverse ETF 5.8 70 5 4.1 +1.1
BLCV iShares Large Cap Value Active ETF 5.8 53 22 7.5 +4.5
DTD WisdomTree U.S. Total Dividend Fund 5.8 28 47 6.4 +3.4
VEGN US Vegan Climate ETF 5.8 60 15 4.5 +1.5
TTAC FCF US Quality ETF 5.7 59 16 6.0 +3.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 5.7 18 57 5.7 +2.7
OCFS Otter Creek Focus Strategy ETF 5.6 85 -10 4.1 +1.1
FDFF Fidelity Disruptive Finance ETF 5.6 50 25 4.0 +1.0
RAFE PIMCO RAFI ESG U.S. ETF 5.5 29 46 7.2 +4.2
EQWL Invesco S&P 100 Equal Weight ETF 5.5 25 50 6.0 +3.0
FDVV Fidelity High Dividend ETF 5.5 15 60 7.9 +4.9
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 5.4 75 0 4.3 +1.3
ABLG Abacus FCF International Leaders ETF 5.4 59 16 6.3 +3.4
DVND Touchstone Dividend Select ETF 5.4 67 8 5.7 +2.8
ICAP InfraCap Equity Income Fund ETF 5.4 171 -96 6.8 +3.9
INCE Franklin Income Equity Focus ETF 5.4 29 46 5.5 +2.5
MEDI Harbor Health Care ETF 5.3 80 -5 -1.4 -4.4
IBOT Vaneck Robotics ETF 5.3 47 28 4.2 +1.2
ARKX ARK Space Exploration & Innovation ETF 5.2 75 0 -0.2 -3.2
RDVY First Trust Rising Dividend Achievers ETF 5.2 50 25 7.5 +4.5
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.2 45 30 5.3 +2.4
HAPY Harbor Human Capital Factor Unconstrained ETF 5.2 50 25 5.6 +2.6
LEGR First Trust Indxx Innovative Transaction & Process ETF 5.1 65 10 7.4 +4.4
PEXL Pacer US Export Leaders ETF 5.0 60 15 4.7 +1.7
YLDE ClearBridge Dividend Strategy ESG ETF 5.0 60 15 5.8 +2.8
ROE Astoria US Quality Kings ETF 5.0 49 26 6.6 +3.7
LRNZ TrueShares Technology, AI & Deep Learning ETF 5.0 69 6 -0.6 -3.6
WAR U.S. Global Tech and Aerospace & Defense ETF 4.9 60 15 3.5 +0.5
LIVR Intelligent Livermore ETF 4.9 69 6 6.2 +3.2
IHI iShares U.S. Medical Devices ETF 4.9 40 35 3.8 +0.8
WTV WisdomTree US Value Fund of Benef Interest 4.9 12 63 9.3 +6.3
PPA Invesco Aerospace & Defense ETF 4.8 58 17 2.6 -0.4
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 4.8 79 -4 5.2 +2.2
MISL First Trust Indxx Aerospace & Defense ETF 4.8 60 15 2.2 -0.7
ARKW ARK Next Generation Internet ETF 4.7 87 -12 -0.5 -3.5
ITA iShares U.S. Aerospace & Defense ETF 4.7 40 35 1.9 -1.1
IXG iShares Global Financials ETF 4.7 42 33 6.7 +3.8
CARZ First Trust NASDAQ Global Auto Index Fund 4.6 70 5 5.3 +2.4
FTCS First Trust Capital Strength ETF 4.6 55 20 5.7 +2.8
AIS VistaShares Artificial Intelligence Supercycle ETF 4.6 75 0 3.6 +0.6
XLI Industrial Select Sector SPDR Fund 4.6 8 67 4.4 +1.4
GOP Unusual Whales Subversive Republican Trading ETF 4.5 50 25 5.9 +2.9
POWA Invesco Bloomberg Pricing Power ETF 4.4 40 35 5.7 +2.7
MBOX Freedom Day Dividend ETF 4.4 39 36 7.6 +4.6
RVER Trenchless Fund ETF 4.4 65 10 2.4 -0.6
CLOU Global X Cloud Computing ETF 4.4 68 7 2.2 -0.8
BOUT Innovator IBD Breakout Opportunities ETF 4.3 81 -6 3.4 +0.5
TEMP JPMorgan Climate Change Solutions ETF 4.3 49 26 5.7 +2.8
VOT Vanguard Mid-Cap Growth ETF 4.3 7 68 3.6 +0.6
PY Principal Value ETF 4.3 15 60 7.4 +4.4
MOAT VanEck Morningstar Wide Moat ETF 4.3 46 29 5.7 +2.7
VIS Vanguard Industrials ETF 4.3 9 66 4.6 +1.6
MOTO SmartETFs Smart Transportation & Technology ETF 4.2 68 7 7.3 +4.4
ARKF ARK Fintech Innovation ETF 4.2 75 0 -0.4 -3.4
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 4.2 60 15 9.2 +6.2
SPHB Invesco S&P 500 High Beta ETF 4.2 25 50 4.8 +1.8
ALTL Pacer Lunt Large Cap Alternator ETF 4.2 60 15 4.4 +1.4
NBCC Neuberger Berman Next Generation Connected Consumer ETF 4.2 56 19 2.5 -0.5
DGRO iShares Core Dividend Growth ETF 4.1 8 67 6.5 +3.5
LEAD Siren DIVCON Leaders Dividend ETF 4.1 43 32 4.3 +1.4
HLGE Hartford Longevity Economy ETF 4.1 44 31 6.5 +3.6
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 4.1 40 35 4.0 +1.0
VFQY Vanguard U.S. Quality Factor ETF 4.1 13 62 6.4 +3.4
BGIG Bahl & Gaynor Income Growth ETF 4.0 45 30 5.4 +2.4
BIBL Inspire 100 ETF 4.0 35 40 5.2 +2.2
BMED Future Health ETF 4.0 85 -10 0.5 -2.5
GDOC Goldman Sachs Future Health Care Equity ETF 4.0 75 0 2.8 -0.2
PINK Simplify Health Care ETF 4.0 50 25 1.0 -2.0
BOTZ Global X Robotics & Artificial Intelligence ETF 4.0 69 6 2.4 -0.6
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 4.0 68 7 2.5 -0.5
JVAL JPMorgan U.S. Value Factor ETF 4.0 12 63 8.3 +5.4
MDEV First Trust Indxx Medical Devices ETF 4.0 70 5 4.3 +1.3
RSPN Invesco S&P 500 Equal Weight Industrials ETF 4.0 40 35 5.0 +2.0
VOLT Tema Electrification ETF 4.0 75 0 2.8 -0.1
XLV Health Care Select Sector SPDR Fund 3.9 8 67 7.6 +4.6
DTEC ALPS Disruptive Technologies ETF 3.9 50 25 3.8 +0.8
IYH iShares U.S. Healthcare ETF 3.9 40 35 6.9 +3.9
WLDR Affinity World Leaders Equity ETF 3.9 67 8 7.7 +4.7
FTC First Trust Large Cap Growth AlphaDEX Fund 3.9 59 16 2.8 -0.2
NATO Themes Transatlantic Defense ETF 3.9 35 40 2.4 -0.6
QTUM Defiance Quantum ETF 3.8 40 35 5.5 +2.5
TMAT Main Thematic Innovation ETF 3.8 164 -89 -1.4 -4.4
FUNL CornerCap Fundametrics Large-Cap ETF 3.7 50 25 7.3 +4.4
RBLD First Trust Alerian US NextGen Infrastructure ETF 3.7 65 10 5.0 +2.0
XHE SPDR S&P Health Care Equipment ETF 3.7 35 40 3.0 +0.0
EBIZ Global X E-Commerce ETF 3.7 50 25 4.1 +1.1
BEEZ Honeytree U.S. Equity ETF 3.7 64 11 3.9 +0.9
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 3.7 60 15 4.3 +1.3
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 3.7 61 14 1.5 -1.4
FIDU Fidelity MSCI Industrial Index ETF 3.7 8 67 4.5 +1.5
DGT SPDR Global Dow ETF 3.6 50 25 7.3 +4.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 3.6 49 26 4.4 +1.4
QNXT iShares Nasdaq-100 ex Top 30 ETF 3.6 20 55 4.2 +1.2
DRIV Global X Autonomous & Electric Vehicles ETF 3.6 68 7 5.6 +2.6
SOXQ Invesco PHLX Semiconductor ETF 3.5 19 56 4.6 +1.7
BULD Pacer BlueStar Engineering the Future ETF 3.5 60 15 1.4 -1.6
XMAG Defiance Large Cap ex-Mag 7 ETF 3.5 35 40 5.2 +2.2
IMCG iShares Morningstar Mid-Cap Growth ETF 3.5 6 69 4.1 +1.1
VHT Vanguard Health Care ETF 3.5 9 66 6.2 +3.2
RUNN Running Oak Efficient Growth ETF 3.5 58 17 4.8 +1.8
XAR SPDR S&P Aerospace & Defense ETF 3.5 35 40 2.1 -0.9
USMV iShares MSCI USA Min Vol Factor ETF 3.5 15 60 5.6 +2.6
ABFL Abacus FCF Leaders ETF 3.5 59 16 5.5 +2.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.5 20 55 6.3 +3.3
HKND Humankind US Stock ETF 3.4 11 64 7.2 +4.3
IBLC iShares Blockchain and Tech ETF 3.4 47 28 -3.7 -6.7
OPTZ Optimize Strategy Index ETF 3.4 50 25 5.1 +2.1
RSHO Tema American Reshoring ETF 3.4 75 0 4.9 +1.9
XHB SPDR S&P Homebuilders ETF 3.4 35 40 11.4 +8.4
ARKK ARK Innovation ETF 3.4 75 0 -2.5 -5.5
ROUS Hartford Multifactor US Equity ETF 3.3 19 56 7.2 +4.2
SHRY First Trust Bloomberg Shareholder Yield ETF 3.3 60 15 7.8 +4.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.2 29 46 6.5 +3.5
HTEC ROBO Global Healthcare Technology and Innovation ETF 3.2 68 7 2.2 -0.7
SOXX iShares Semiconductor ETF 3.2 35 40 4.9 +1.9
LOUP Innovator Deepwater Frontier Tech ETF 3.2 70 5 1.1 -1.8
JSTC Adasina Social Justice All Cap Global ETF 3.1 89 -14 4.8 +1.8
FHLC Fidelity MSCI Health Care Index ETF 3.1 8 67 6.3 +3.4
TOLL Tema Monopolies and Oligopolies ETF 3.0 75 0 3.9 +0.9
PRAY FIS Christian Stock Fund 3.0 69 6 5.1 +2.1
AESR Anfield U.S. Equity Sector Rotation ETF 2.9 108 -33 3.2 +0.2
KOMP SPDR S&P Kensho New Economies Composite ETF 2.9 20 55 2.8 -0.2
RSPT Invesco S&P 500 Equal Weight Technology ETF 2.9 40 35 5.4 +2.4
VFMO Vanguard U.S. Momentum Factor ETF 2.9 13 62 3.2 +0.2
LUX Tema Luxury ETF 2.8 75 0 4.3 +1.4
ROBO ROBO Global Robotics & Automation Index ETF 2.8 95 -20 3.6 +0.6
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.8 60 15 4.7 +1.7
MADE iShares U.S. Manufacturing ETF 2.8 40 35 5.1 +2.1
IXJ iShares Global Healthcare ETF 2.8 42 33 7.1 +4.2
FXH First Trust Health Care AlphaDEX Fund 2.7 62 13 8.8 +5.8
SYNB Putnam BioRevolution ETF 2.7 70 5 3.1 +0.1
IBUY Amplify Online Retail ETF 2.7 65 10 1.2 -1.8
IYF iShares U.S. Financials ETF 2.7 40 35 5.9 +2.9
PKW Invesco Buyback Achievers ETF 2.7 62 13 7.4 +4.4
CFA VictoryShares US 500 Volatility Wtd ETF 2.7 35 40 5.9 +2.9
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.6 40 35 5.8 +2.8
IWP iShares Russell Mid-Cap Growth ETF 2.6 23 52 3.4 +0.5
BGDV Bahl & Gaynor Dividend ETF 2.6 45 30 4.8 +1.8
SIXA ETC 6 Meridian Mega Cap Equity ETF 2.6 80 -5 6.8 +3.8
DIVS SmartETFs Dividend Builder ETF 2.6 65 10 4.9 +2.0
GSFP Goldman Sachs Future Planet Equity ETF 2.6 75 0 4.6 +1.6
SSPY Syntax Stratified LargeCap ETF 2.6 30 45 6.7 +3.7
RSPF Invesco S&P 500 Equal Weight Financials ETF 2.6 40 35 6.6 +3.6
PTH Invesco Dorsey Wright Healthcare Momentum ETF 2.6 60 15 -2.8 -5.7
EUSA iShares MSCI USA Equal Weighted ETF 2.6 9 66 6.1 +3.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.6 9 66 6.1 +3.1
SHUS Syntax Stratified U.S. Total Market Hedged ETF 2.6 65 10 6.4 +3.4
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.5 75 0 3.1 +0.1
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 2.5 61 14 6.7 +3.7
RSP Invesco S&P 500 Equal Weight ETF 2.5 20 55 6.4 +3.5
RJMG FT Raymond James Multicap Growth Equity ETF 2.5 85 -10 2.2 -0.8
EXI iShares Global Industrials ETF 2.5 42 33 4.6 +1.6
BFOR ALPS Barron's 400 ETF 2.5 65 10 6.1 +3.1
EATZ AdvisorShares Restaurant ETF 2.5 101 -26 6.1 +3.1
USXF iShares ESG Advanced MSCI USA ETF 2.4 10 65 4.7 +1.7
IDAT iShares Future Cloud 5G and Tech ETF 2.4 47 28 4.8 +1.8
SIZE iShares MSCI USA Size Factor ETF 2.4 15 60 5.8 +2.9
PPIE Putnam PanAgora ESG International Equity ETF 2.4 49 26 7.4 +4.4
TRFK Pacer Data and Digital Revolution ETF 2.4 60 15 3.2 +0.2
BITQ Bitwise Crypto Industry Innovators ETF 2.4 85 -10 -2.5 -5.5
MOTG VanEck Morningstar Global Wide Moat ETF 2.3 52 23 6.7 +3.7
RSMC Rockefeller U.S. Small-Mid Cap ETF 2.3 75 0 4.8 +1.8
ULVM VictoryShares US Value Momentum ETF 2.2 20 55 7.4 +4.4
OAIM OneAscent International Equity ETF 2.2 95 -20 5.6 +2.7
NULV Nuveen ESG Large-Cap Value ETF 2.2 26 49 6.3 +3.3
VO Vanguard Mid-Cap ETF 2.2 4 71 5.8 +2.9
NUMG Nuveen ESG Mid-Cap Growth ETF 2.1 31 44 2.5 -0.4
PRXV Praxis Impact Large Cap Value ETF 2.1 36 39 6.6 +3.6
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.1 39 36 3.2 +0.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.1 64 11 2.4 -0.6
FFTY Innovator IBD 50 ETF 2.0 80 -5 0.5 -2.5
ETHO Etho Climate Leadership U.S. ETF 2.0 47 28 5.4 +2.5
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.0 52 23 5.5 +2.5
RCGE RockCreek Global Equality ETF 2.0 95 -20 6.3 +3.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.0 58 17 5.4 +2.4
IPDP Dividend Performers ETF 2.0 122 -47 5.1 +2.1
VFMV Vanguard U.S. Minimum Volatility ETF 2.0 13 62 5.7 +2.7
XT iShares Exponential Technologies ETF 2.0 46 29 4.8 +1.9
FMKT The Free Markets ETF 2.0 76 -1 2.1 -0.9
CBSE Clough Select Equity ETF 2.0 85 -10 1.1 -1.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.0 70 5 4.7 +1.7
FPX First Trust US Equity Opportunities ETF 1.9 61 14 1.0 -2.0
EQRR ProShares Equities for Rising Rates ETF 1.9 35 40 8.4 +5.4
SPLV Invesco S&P 500 Low Volatility ETF 1.9 25 50 5.2 +2.3
DIHP Dimensional International High Profitability ETF 1.9 29 46 7.2 +4.2
FDLS Inspire Fidelis Multi Factor ETF 1.9 76 -1 5.4 +2.4
IMCB iShares Morningstar Mid-Cap ETF 1.9 4 71 6.1 +3.1
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.9 7 68 7.4 +4.5
VFMF Vanguard U.S. Multifactor ETF 1.9 18 57 8.2 +5.3
IWR iShares Russell Midcap ETF 1.9 19 56 5.9 +2.9
PPTY US Diversified Real Estate ETF 1.8 53 22 7.9 +4.9
FXL First Trust Technology AlphaDEX Fund 1.8 61 14 5.5 +2.5
PTL Inspire 500 ETF 1.8 9 66 5.4 +2.5
HELX Franklin Genomic Advancements ETF 1.7 50 25 -0.3 -3.3
ONEO SPDR Russell 1000 Momentum Focus ETF 1.7 20 55 7.1 +4.1
BEDZ AdvisorShares Hotel ETF 1.7 100 -25 7.0 +4.0
RSPH Invesco S&P 500 Equal Weight Health Care ETF 1.7 40 35 7.5 +4.5
SURE AdvisorShares Insiders Advantage ETF 1.7 90 -15 10.2 +7.3
FEX First Trust Large Cap Core AlphaDEX Fund 1.6 59 16 6.0 +3.0
FMDE Fidelity Enhanced Mid Cap ETF 1.6 23 52 5.8 +2.8
KCE SPDR S&P Capital Markets ETF 1.6 35 40 5.8 +2.8
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 1.6 12 63 5.7 +2.7
IWS iShares Russell Mid-Cap Value ETF 1.6 23 52 6.9 +3.9
TMDV ProShares Russell US Dividend Growers ETF 1.6 35 40 6.5 +3.5
MOTE VanEck Morningstar ESG Moat ETF 1.5 49 26 5.6 +2.7
FDIG Fidelity Crypto Industry and Digital Payments ETF 1.5 39 36 -1.1 -4.1
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.5 35 40 5.6 +2.6
APIE ActivePassive International Equity ETF 1.5 45 30 7.5 +4.5
FELV Fidelity Enhanced Large Cap Value ETF 1.5 18 57 6.8 +3.8
XSW SPDR S&P Software & Services ETF 1.5 35 40 1.8 -1.2
XRT SPDR S&P Retail ETF 1.4 35 40 8.7 +5.7
VONV Vanguard Russell 1000 Value ETF 1.4 7 68 6.6 +3.7
IWD iShares Russell 1000 Value ETF 1.4 19 56 6.5 +3.5
DEUS Xtrackers Russell US Multifactor ETF 1.4 17 58 7.0 +4.1
WCEO Hypatia Women CEO ETF 1.4 85 -10 4.4 +1.4
DFSI Dimensional International Sustainability Core 1 ETF 1.4 24 51 6.4 +3.5
MAGA Point Bridge America First ETF 1.4 72 3 6.1 +3.1
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.4 35 40 6.1 +3.1
IWX iShares Russell Top 200 Value ETF 1.3 20 55 6.3 +3.3
BPAY BlackRock Future Financial and Technology ETF 1.3 70 5 6.4 +3.4
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 1.3 75 0 1.2 -1.8
FTWO Strive FAANG 2.0 ETF 1.3 49 26 4.6 +1.6
GVUS Marketbeta Russell 1000 Value Equity ETF 1.3 12 63 6.6 +3.6
KNCT Invesco Next Gen Connectivity ETF 1.3 40 35 4.9 +2.0
BRIF FIS Bright Portfolios Focused Equity ETF 1.3 65 10 5.0 +2.0
TTAI FCF International Quality ETF 1.2 59 16 7.0 +4.0
LQPE PEO AlphaQuest Thematic PE ETF 1.2 125 -50 5.3 +2.3
JAVA JPMorgan Active Value ETF 1.2 44 31 6.4 +3.4
XITK SPDR FactSet Innovative Technology ETF 1.2 45 30 -0.3 -3.3
ABOT Abacus FCF Innovation Leaders ETF 1.2 69 6 4.4 +1.4
EQIN Columbia US Equity Income ETF 1.2 35 40 6.9 +3.9
VSDA VictoryShares Dividend Accelerator ETF 1.2 35 40 7.0 +4.0
JHMM John Hancock Multifactor Mid Cap ETF 1.2 42 33 6.5 +3.6
VALQ American Century U.S. Quality Value ETF 1.1 29 46 7.6 +4.7
ACWV iShares MSCI Global Min Vol Factor ETF 1.1 20 55 5.9 +2.9
DFNV Donoghue Forlines Innovation ETF 1.0 69 6 4.6 +1.6
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 0 7.2 +4.3
SMOT VanEck Morningstar SMID Moat ETF 1.0 49 26 6.7 +3.8
DFAI Dimensional International Core Equity Market ETF 1.0 18 57 7.3 +4.3
EQAL Invesco Russell 1000 Equal Weight ETF 1.0 20 55 7.0 +4.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.0 25 50 5.3 +2.3
REVS Columbia Research Enhanced Value ETF 0.9 19 56 7.7 +4.8
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.9 61 14 -2.5 -5.4
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.9 61 14 7.5 +4.6
BLOK Amplify Transformational Data Sharing ETF 0.9 75 0 -0.0 -3.0
SCHV Schwab U.S. Large-Cap Value ETF 0.9 4 71 6.8 +3.8
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.9 60 15 7.0 +4.0
SDY SPDR S&P Dividend ETF 0.8 35 40 6.7 +3.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.8 18 57 7.8 +4.8
VXF Vanguard Extended Market ETF 0.8 5 70 4.9 +1.9
TAX Cambria Tax Aware ETF 0.8 49 26 5.3 +2.3
JHSC John Hancock Multifactor Small Cap ETF 0.7 42 33 6.9 +3.9
AVSD Avantis Responsible International Equity ETF 0.7 23 52 5.7 +2.7
AVMC Avantis U.S. Mid Cap Equity ETF 0.7 18 57 7.0 +4.0
DFIC Dimensional International Core Equity 2 ETF 0.6 23 52 7.6 +4.6
SIXL ETC 6 Meridian Low Beta Equity ETF 0.6 80 -5 6.1 +3.1
SNPV Xtrackers S&P 500 Value ESG ETF 0.6 15 60 6.8 +3.8
NIXT Research Affiliates Deletions ETF 0.6 9 66 9.0 +6.0
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.6 15 60 7.5 +4.5
VTV Vanguard Value ETF 0.6 4 71 6.9 +4.0
MGV Vanguard Mega Cap Value ETF 0.6 7 68 6.6 +3.7
CZAR Themes Natural Monopoly ETF 0.5 35 40 5.4 +2.5
IJK iShares S&P Mid-Cap 400 Growth ETF 0.5 17 58 6.1 +3.1
AVDE Avantis International Equity ETF 0.5 23 52 7.6 +4.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.5 10 65 6.0 +3.1
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.5 15 60 6.1 +3.1
DXIV Dimensional International Vector Equity ETF 0.5 34 41 8.0 +5.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.5 24 51 8.0 +5.0
QQQS Invesco NASDAQ Future Gen 200 ETF 0.5 20 55 -2.7 -5.7
TMFX Motley Fool Next Index ETF 0.5 50 25 2.6 -0.3
BLES Inspire Global Hope ETF 0.5 61 14 6.8 +3.8
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.5 43 32 6.4 +3.4
DFLV Dimensional US Large Cap Value ETF 0.4 22 53 7.9 +4.9
WWJD Inspire International ETF 0.4 80 -5 7.3 +4.3
FLDZ RiverNorth Patriot ETF 0.4 75 0 6.1 +3.1
AVMV Avantis U.S. Mid Cap Value ETF 0.4 20 55 8.9 +5.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.4 70 5 3.1 +0.1
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.4 30 45 8.1 +5.1
FNDA Schwab Fundamental US Small Co. Index ETF 0.4 25 50 8.1 +5.1
VOE Vanguard Mid-Cap Value ETF 0.4 7 68 7.8 +4.9
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.3 35 40 7.3 +4.3
AFMC First Trust Active Factor Mid Cap ETF 0.3 65 10 8.9 +5.9
VBK Vanguard Small-Cap Growth ETF 0.3 7 68 2.0 -1.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 36 6.8 +3.8
XJH iShares ESG Screened S&P Mid-Cap ETF 0.3 12 63 7.3 +4.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.3 15 60 7.6 +4.6
IJH iShares Core S&P Mid-Cap ETF 0.3 5 70 7.6 +4.6
MDY SPDR S&P Midcap 400 ETF Trust 0.3 24 51 7.4 +4.4
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.3 3 72 7.6 +4.6
IVOO Vanguard S&P Mid-Cap 400 ETF 0.3 7 68 7.5 +4.5
STXM Strive Mid-Cap ETF 0.3 18 57 6.5 +3.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.2 4 71 6.3 +3.3
FSMD Fidelity Small-Mid Multifactor ETF 0.2 15 60 7.3 +4.3
FNX First Trust Mid Cap Core AlphaDEX Fund 0.2 60 15 7.8 +4.8
ISCG iShares Morningstar Small-Cap Growth ETF 0.2 6 69 3.0 -0.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.2 7 68 6.3 +3.3
IMCV iShares Morningstar Mid-Cap Value ETF 0.2 6 69 8.2 +5.3
DFAS Dimensional U.S. Small Cap ETF 0.2 26 49 6.7 +3.7
SCHM Schwab U.S. Mid-Cap ETF 0.2 4 71 6.9 +3.9
DFUV Dimensional US Marketwide Value ETF 0.2 22 53 7.7 +4.7
GVLU Gotham 1000 Value ETF 0.2 50 25 9.0 +6.0
ISCB iShares Morningstar Small-Cap ETF 0.2 4 71 6.3 +3.3
SMLF iShares U.S. SmallCap Equity Factor ETF 0.2 15 60 6.4 +3.4
VB Vanguard Small-Cap ETF 0.1 5 70 6.3 +3.3
SFYX SoFi Next 500 ETF 0.1 0 75 6.0 +3.0
SMMD iShares Russell 2500 ETF 0.1 15 60 6.5 +3.5
EZM WisdomTree U.S. MidCap Fund 0.1 38 37 9.3 +6.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.1 17 58 6.0 +3.0
ISCV iShares Morningstar Small Cap Value ETF 0.1 6 69 9.5 +6.6
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 50 9.6 +6.6
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.1 39 36 6.7 +3.7
RWK Invesco S&P MidCap 400 Revenue ETF 0.1 39 36 9.7 +6.7
AUSF Global X Adaptive U.S. Factor ETF 0.1 27 48 8.9 +5.9
RNIN Bushido Capital US SMID Cap Equity ETF 0.1 70 5 5.0 +2.1
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 30 8.9 +6.0

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

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 iShares Long-Term U.S. Equity Active ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 25.4 %
Divided by: Fwd. P/BV 6.8 x
Less: Expense ratio 75 bp
Equals: ALTAR Score 3.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.47 CATEGORY
AVERAGE		 1.59
 
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.