iShares Long-Term U.S. Equity Active ETF
ALTAR
Score™		 3.0% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 35.1x P/Sales
ratio		 7.5x
P/BV
ratio		 8.1x 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) $997,342
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 11.4 %
HOWMET AEROSPACE INC. 9.6 %
META PLATFORMS INC 8.8 %
AMAZON.COM INC 8.1 %
MASTERCARD INCORPORATED CLASS A 6.4 %
ALPHABET INC. CLASS C 6.3 %
VERTIV HOLDINGS CO. CLASS A 5.2 %
AIRBUS GROUP NV - UNSP ADR 5.0 %
S&P GLOBAL, INC. 4.9 %
CADENCE DESIGN SYS INC 4.8 %
Total 70.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 81.5 %
NETHERLANDS 11.4 %
IRELAND 4.5 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
8.3% 9.2% -- -- 5.1%

Market Correlations
versus... Beta R-squared
S&P500 1.21 71%
MSCI EAFE 0.15 1%
MSCI Emg. Mkts. -0.29 3%

Technical Indicators
Recent close $33.30
30d moving avg. $32.64
Annualized volatility 16.7%
Short interest (ETF) 2.8%
Relative strength (RSI) 57

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 716 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 41.1 61 14 2.3 -0.7
IWFG IQ Winslow Focused Large Cap Growth ETF 37.8 65 10 2.9 -0.1
GGRW Gabelli Growth Innovators ETF 36.6 90 -15 2.3 -0.7
JGRO JPMorgan Active Growth ETF 36.4 44 31 3.3 +0.3
FDG American Century Focused Dynamic Growth ETF 35.4 45 30 1.9 -1.1
BGRO iShares Large Cap Growth Active ETF 33.5 55 20 3.0 +0.1
AGRW Allspring LT Large Growth ETF 33.0 35 40 3.5 +0.5
FELG Fidelity Enhanced Large Cap Growth ETF 32.7 18 57 4.5 +1.6
AVUQ Avantis U.S. Quality ETF 31.5 15 60 4.3 +1.3
SNPG Xtrackers S&P 500 Growth ESG ETF 30.8 15 60 4.4 +1.5
LCF Touchstone US Large Cap Focused ETF 30.6 69 6 4.2 +1.2
ONEQ Fidelity Nasdaq Composite Index ETF 30.5 21 54 3.6 +0.7
PRXG Praxis Impact Large Cap Growth ETF 30.5 36 39 3.6 +0.6
PNQI Invesco NASDAQ Internet ETF 30.3 60 15 3.3 +0.3
BKWO BNY Mellon Women's Opportunities ETF 29.4 50 25 3.6 +0.7
TMFC Motley Fool 100 Index ETF 29.3 50 25 3.4 +0.4
MGK Vanguard Mega Cap Growth ETF 29.1 7 68 4.0 +1.1
JPEF JPMorgan Equity Focus ETF 29.0 50 25 4.2 +1.3
LRGE ClearBridge Large Cap Growth ESG ETF 28.6 59 16 3.9 +1.0
VUG Vanguard Growth ETF 28.6 4 71 3.9 +1.0
QGRW WisdomTree U.S. Quality Growth Fund 28.1 28 47 4.1 +1.1
QTOP iShares Nasdaq Top 30 Stocks ETF 28.1 20 55 4.0 +1.0
ABIG Argent Large Cap ETF 28.0 49 26 5.0 +2.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 27.7 50 25 4.2 +1.2
LRGC AB US Large Cap Strategic Equities ETF 27.3 48 27 4.4 +1.4
IWY iShares Russell Top 200 Growth ETF 27.1 20 55 4.4 +1.5
BLCR iShares Large Cap Core Active ETF 27.0 36 39 3.5 +0.6
XLG Invesco S&P 500 Top 50 ETF 27.0 20 55 4.0 +1.1
SCHG Schwab U.S. Large-Cap Growth ETF 26.7 4 71 3.9 +1.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 26.7 30 45 4.3 +1.3
NULG Nuveen ESG Large-Cap Growth ETF 26.5 26 49 3.3 +0.3
USSE Segall Bryant & Hamill Select Equity ETF 26.5 65 10 4.3 +1.3
PCGG Polen Capital Global Growth ETF 26.4 85 -10 3.8 +0.8
TOPT iShares Top 20 U.S. Stocks ETF 26.2 20 55 3.8 +0.8
IWF iShares Russell 1000 Growth ETF 26.1 19 56 4.3 +1.3
VONG Vanguard Russell 1000 Growth ETF 26.1 7 68 4.4 +1.4
EGUS iShares ESG Aware MSCI USA Growth ETF 25.8 18 57 3.8 +0.9
DARP Grizzle Growth ETF 25.7 75 0 2.8 -0.1
GK AdvisorShares Gerber Kawasaki ETF 25.5 75 0 2.4 -0.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 25.4 9 66 4.8 +1.8
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 25.3 65 10 3.6 +0.6
ILCG iShares Morningstar Growth ETF 25.3 4 71 3.6 +0.6
CGUS Capital Group Core Equity ETF 25.2 33 42 4.3 +1.3
CGGR Capital Group Growth ETF 25.2 39 36 3.1 +0.1
VSLU Applied Finance Valuation Large Cap ETF 24.5 49 26 5.5 +2.5
SXQG ETC 6 Meridian Quality Growth ETF 24.4 100 -25 4.6 +1.7
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 24.3 49 26 5.8 +2.8
DANA Dana Unconstrained Equity ETF 24.3 50 25 2.9 -0.0
HLAL Wahed FTSE USA Shariah ETF 24.2 50 25 4.6 +1.7
MAVF Matrix Advisors Value ETF 23.9 75 0 5.6 +2.6
MODL VictoryShares WestEnd U.S. Sector ETF 23.8 42 33 4.5 +1.5
LRND IQ U.S. Large Cap R&D Leaders ETF 23.6 14 61 5.3 +2.3
VOOG Vanguard S&P 500 Growth ETF 23.5 7 68 4.0 +1.0
IVW iShares S&P 500 Growth ETF 23.5 18 57 3.9 +0.9
SPYG SPDR Portfolio S&P 500 Growth ETF 23.5 4 71 4.0 +1.0
FBCG Fidelity Blue Chip Growth ETF 23.3 59 16 2.8 -0.2
OEF iShares S&P 100 ETF 23.2 20 55 4.4 +1.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 22.5 7 68 5.0 +2.0
FDN First Trust Dow Jones Internet Index Fund 22.5 52 23 3.0 +0.1
FDND FT Vest Dow Jones Internet & Target Income ETF 22.5 75 0 2.9 -0.1
GGUS Marketbeta Russell 1000 Growth Equity ETF 22.4 12 63 4.4 +1.4
STXG Strive 1000 Growth ETF 22.4 18 57 3.8 +0.8
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 22.3 49 26 3.7 +0.7
IUSG iShares Core S&P U.S. Growth ETF 22.3 4 71 4.1 +1.1
LOWV AB US Low Volatility Equity ETF 22.3 48 27 5.1 +2.1
QQQ Invesco QQQ Trust Series I 22.2 20 55 4.0 +1.0
JGLO JPMorgan Global Select Equity ETF 22.2 33 42 4.9 +2.0
USMC Principal U.S. Mega-Cap ETF 22.2 12 63 4.3 +1.3
RECS Columbia Research Enhanced Core ETF 22.2 15 60 5.6 +2.7
QQQM Invesco NASDAQ 100 ETF 22.2 15 60 4.0 +1.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 22.2 29 46 4.5 +1.5
IOO iShares Global 100 ETF 22.1 41 34 4.7 +1.7
VNSE Natixis Vaughan Nelson Select ETF 22.0 80 -5 4.6 +1.6
ACSI American Customer Satisfaction ETF 22.0 65 10 4.7 +1.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 21.9 20 55 5.0 +2.0
NANC Unusual Whales Subversive Democratic Trading ETF 21.8 75 0 3.6 +0.7
RND First Trust Bloomberg R&D Leaders ETF 21.8 60 15 3.5 +0.6
SGLC SGI U.S. Large Cap Core ETF 21.7 85 -10 3.9 +1.0
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 21.4 49 26 4.4 +1.5
FELC Fidelity Enhanced Large Cap Core ETF 21.3 18 57 5.1 +2.1
PWB Invesco Large Cap Growth ETF 21.3 56 19 3.1 +0.1
IGM iShares Expanded Tech Sector ETF 21.3 41 34 3.7 +0.8
USCL iShares Climate Conscious & Transition MSCI USA ETF 21.2 8 67 4.9 +1.9
DUSA Davis Select U.S. Equity ETF 21.2 61 14 7.3 +4.4
MGC Vanguard Mega Cap ETF 21.1 7 68 4.6 +1.6
NZUS SPDR MSCI USA Climate Paris Aligned ETF 21.1 10 65 4.3 +1.3
SSPX Janus Henderson U.S. Sustainable Equity ETF 21.1 55 20 4.3 +1.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 21.1 10 65 4.3 +1.3
THRO iShares U.S. Thematic Rotation Active ETF 21.1 90 -15 3.9 +1.0
ADME Aptus Drawdown Managed Equity ETF 20.6 79 -4 4.0 +1.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 20.6 7 68 4.7 +1.8
IWL iShares Russell Top 200 ETF 20.5 15 60 4.5 +1.6
DRUP GraniteShares Nasdaq Select Disruptors ETF 20.4 60 15 3.9 +0.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 20.3 75 0 4.0 +1.0
BKLC BNY Mellon US Large Cap Core Equity ETF 20.3 0 75 4.8 +1.9
VOTE TCW Transform 500 ETF 20.2 5 70 4.8 +1.8
DFVX Dimensional US Large Cap Vector ETF 20.1 22 53 6.2 +3.2
LVOL American Century Low Volatility ETF 20.1 29 46 4.9 +1.9
FLQL Franklin LibertyQ U.S. Equity ETF 20.1 15 60 5.2 +2.3
GLBL Pacer MSCI World Industry Advantage ETF 20.0 65 10 4.1 +1.1
HGRO Hedgeye Quality Growth ETF 20.0 70 5 3.3 +0.4
FFLC Fidelity Fundamental Large Cap Core ETF 20.0 38 37 4.5 +1.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 19.9 10 65 4.9 +1.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 19.9 2 73 4.8 +1.9
FSST Fidelity Sustainable U.S. Equity ETF 19.9 59 16 4.3 +1.3
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 19.8 32 43 4.9 +2.0
ESGU iShares ESG Aware MSCI USA ETF 19.7 15 60 4.7 +1.7
WUGI AXS Esoterica NextG Economy ETF 19.7 75 0 2.3 -0.7
SPXN ProShares S&P 500 Ex-Financials ETF 19.6 9 66 4.8 +1.9
SPMO Invesco S&P 500 Momentum ETF 19.6 13 62 3.5 +0.5
QLTY GMO U.S. Quality ETF 19.6 50 25 4.6 +1.7
XVV iShares ESG Screened S&P 500 ETF 19.6 8 67 4.7 +1.7
PSET Principal Quality ETF 19.5 15 60 5.3 +2.3
FDTX Fidelity Disruptive Technology ETF 19.5 50 25 2.7 -0.3
NACP Impact Shares NAACP Minority Empowerment ETF 19.5 49 26 4.7 +1.7
FDMO Fidelity Momentum Factor ETF 19.5 15 60 3.6 +0.6
SPXV ProShares S&P 500 Ex-Health Care ETF 19.4 9 66 4.6 +1.6
QQMG Invesco ESG NASDAQ 100 ETF 19.4 20 55 4.1 +1.1
MMTM SPDR S&P 1500 Momentum Tilt ETF 19.3 12 63 4.5 +1.5
INRO iShares U.S. Industry Rotation Active ETF 19.3 42 33 4.2 +1.2
ESGV Vanguard ESG U.S. Stock ETF 19.3 9 66 4.6 +1.7
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 19.2 15 60 7.6 +4.6
MBCC Monarch Blue Chips Core ETF 19.2 125 -50 4.2 +1.2
BEEX BeeHive ETF 19.1 84 -9 4.2 +1.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 19.1 10 65 5.1 +2.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 19.0 15 60 4.1 +1.1
CATH Global X S&P 500 Catholic Values Custom ETF 19.0 29 46 4.6 +1.6
SUSL iShares ESG MSCI USA Leaders ETF 19.0 10 65 4.9 +1.9
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 18.9 79 -4 4.4 +1.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 18.8 11 64 4.8 +1.8
DSI iShares MSCI KLD 400 Social ETF 18.8 25 50 4.7 +1.8
IYW iShares U.S. Technology ETF 18.8 40 35 3.7 +0.8
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 18.8 19 56 5.3 +2.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 18.7 19 56 6.3 +3.3
JGRW Jensen Quality Growth ETF 18.6 57 18 4.5 +1.6
SPXE ProShares S&P 500 Ex-Energy ETF 18.5 9 66 4.7 +1.7
CRTC Xtrackers US National Critical Technologies ETF 18.5 35 40 4.7 +1.7
GQI Natixis Gateway Quality Income ETF 18.5 34 41 5.0 +2.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 18.4 14 61 4.8 +1.8
EPS WisdomTree U.S. LargeCap Fund 18.4 8 67 5.6 +2.6
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 18.3 20 55 4.6 +1.6
XDAT Franklin Exponential Data ETF 18.3 50 25 2.1 -0.9
OALC OneAscent Large Cap Core ETF 18.2 86 -11 4.0 +1.1
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 18.1 56 19 6.0 +3.1
VV Vanguard Large-Cap ETF 18.0 4 71 4.8 +1.8
VOO Vanguard S&P 500 ETF 17.9 3 72 4.9 +1.9
IVV iShares Core S&P 500 ETF 17.9 3 72 4.9 +1.9
SPLG SPDR Portfolio S&P 500 ETF 17.9 2 73 4.9 +1.9
STRV Strive 500 ETF 17.9 5 70 4.7 +1.8
SPY SPDR S&P 500 ETF Trust 17.8 9 66 4.8 +1.9
GQQQ Astoria US Quality Growth Kings ETF 17.8 35 40 4.6 +1.6
IETC iShares U.S. Tech Independence Focused ETF 17.8 18 57 3.6 +0.7
FDWM Fidelity Women's Leadership ETF 17.7 59 16 4.8 +1.8
AIEQ AI Powered Equity ETF 17.7 75 0 3.7 +0.7
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 17.6 75 0 4.6 +1.6
ILCB iShares Morningstar U.S. Equity ETF 17.6 3 72 4.7 +1.8
SEMG Suncoast Select Growth ETF 17.6 60 15 4.2 +1.3
SFY SoFi Select 500 ETF 17.4 0 75 4.3 +1.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 17.3 15 60 4.6 +1.6
PBUS Invesco MSCI USA ETF 17.3 4 71 4.8 +1.8
GSPY Gotham Enhanced 500 ETF 17.2 50 25 5.2 +2.2
QUAL iShares MSCI USA Quality Factor ETF 17.1 15 60 5.4 +2.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 17.0 9 66 5.1 +2.2
NULC Nuveen ESG Large-Cap ETF 17.0 21 54 4.7 +1.7
SPXT ProShares S&P 500 Ex-Technology ETF 17.0 9 66 5.5 +2.5
ESGG FlexShares STOXX Global ESG Select Index Fund 16.9 42 33 5.3 +2.4
SCHX Schwab U.S. Large-Cap ETF 16.9 3 72 4.9 +1.9
RFDA RiverFront Dynamic US Dividend Advantage ETF 16.8 52 23 6.3 +3.3
HAPI Harbor Human Capital Factor US Large Cap ETF 16.7 36 39 4.8 +1.8
KLMN Invesco MSCI North America Climate ETF 16.7 9 66 4.9 +1.9
BUYZ Franklin Disruptive Commerce ETF 16.7 50 25 2.2 -0.8
OGIG ALPS O'Shares Global Internet Giants ETF 16.6 48 27 1.5 -1.5
IWB iShares Russell 1000 ETF 16.6 15 60 4.8 +1.8
SFYF SoFi Social 50 ETF 16.6 29 46 0.4 -2.6
VONE Vanguard Russell 1000 ETF 16.6 7 68 4.8 +1.9
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 16.5 3 72 5.1 +2.1
RFFC ALPS Active Equity Opportunity ETF 16.5 48 27 4.4 +1.4
LGRO Level Four Large Cap Growth Active ETF 16.5 55 20 3.6 +0.7
IYY iShares Dow Jones U.S. ETF 16.5 20 55 4.7 +1.7
SCHK Schwab 1000 Index ETF 16.5 5 70 4.9 +1.9
CAML Congress Large Cap Growth ETF 16.5 66 9 3.4 +0.5
TECB iShares U.S. Tech Breakthrough Multisector ETF 16.5 40 35 3.7 +0.7
AVSU Avantis Responsible U.S. Equity ETF 16.4 15 60 5.9 +2.9
SNPE Xtrackers S&P 500 ESG ETF 16.4 10 65 5.0 +2.1
NBDS Neuberger Berman Disrupters ETF 16.3 55 20 0.7 -2.3
DFUS Dimensional U.S. Equity ETF 16.3 9 66 4.7 +1.8
RVRB Reverb ETF 16.2 30 45 4.5 +1.5
FPAG FPA Global Equity ETF 16.2 49 26 5.7 +2.7
TOV JLens 500 Jewish Advocacy U.S. ETF 16.1 18 57 4.5 +1.6
VTI Vanguard Total Stock Market ETF 16.0 3 72 4.8 +1.8
IWV iShares Russell 3000 ETF 15.9 20 55 4.7 +1.7
VTHR Vanguard Russell 3000 ETF 15.9 7 68 4.8 +1.8
SCHB Schwab U.S. Broad Market ETF 15.8 3 72 4.9 +2.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 15.8 3 72 4.8 +1.8
LRGF iShares U.S. Equity Factor ETF 15.7 8 67 5.3 +2.4
QLC FlexShares US Quality Large Cap Index Fund 15.7 25 50 5.3 +2.3
AVUS Avantis U.S. Equity ETF 15.7 15 60 5.7 +2.7
KONG Formidable Fortress ETF 15.7 89 -14 6.0 +3.1
TMFG Motley Fool Global Opportunities ETF 15.6 85 -10 3.9 +0.9
APUE ActivePassive U.S. Equity ETF 15.5 45 30 4.5 +1.6
QVML Invesco S&P 500 QVM Multi-factor ETF 15.5 11 64 5.1 +2.1
FVAL Fidelity Value Factor ETF 15.4 15 60 6.8 +3.8
LGDX Intech S&P Large Cap Diversified Alpha ETF 15.3 25 50 5.3 +2.3
DFAU Dimensional US Core Equity Market ETF 15.2 12 63 4.9 +2.0
FCOM Fidelity MSCI Communication Services Index ETF 15.1 8 67 4.3 +1.3
IXP iShares Global Comm Services ETF 15.1 42 33 5.3 +2.3
XLC Communication Services Select Sector SPDR Fund 15.1 8 67 4.8 +1.8
VOX Vanguard Communication Services ETF 15.1 9 66 4.4 +1.4
DEMZ Democratic Large Cap Core ETF 15.1 45 30 4.4 +1.5
DGRW WisdomTree US Quality Dividend Growth Fund 15.1 28 47 5.4 +2.4
LCLG Logan Capital Broad Innovative Growth ETF 14.9 99 -24 3.8 +0.8
WRND IQ Global Equity R&D Leaders ETF 14.8 18 57 8.0 +5.0
KOKU Xtrackers MSCI Kokusai Equity ETF 14.8 9 66 5.1 +2.2
NETZ TCW Transform Systems ETF 14.6 75 0 2.4 -0.5
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 14.6 39 36 3.6 +0.6
WTAI WisdomTree Artificial Intelligence and Innovation Fund 14.6 45 30 2.6 -0.4
IGPT Invesco AI and Next Gen Software ETF 14.5 60 15 4.1 +1.2
DSPY Tema S&P 500 Historical Weight ETF 14.5 18 57 5.1 +2.1
WOMN Impact Shares YWCA Women's Empowerment ETF 14.5 75 0 5.4 +2.4
XPND First Trust Expanded Technology ETF 14.5 65 10 3.8 +0.8
FQAL Fidelity Quality Factor ETF 14.5 15 60 5.6 +2.6
QLV FlexShares US Quality Low Volatility Index Fund 14.5 22 53 5.6 +2.6
RGEF Rockefeller Global Equity ETF 14.4 55 20 4.7 +1.7
FDCF Fidelity Disruptive Communications ETF 14.4 50 25 2.6 -0.3
CVLC Calvert US Large-Cap Core Responsible Index ETF 14.3 15 60 4.8 +1.9
FDLO Fidelity Low Volatility Factor ETF 14.2 15 60 5.3 +2.4
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 14.2 29 46 6.5 +3.5
CGDV Capital Group Dividend Value ETF 14.2 33 42 4.5 +1.6
HDUS Hartford Disciplined US Equity ETF 14.1 19 56 5.6 +2.6
DWLD Davis Select Worldwide ETF 14.1 63 12 7.0 +4.1
QGRO American Century U.S. Quality Growth ETF 14.0 29 46 3.5 +0.5
KRMA Global X Conscious Companies ETF 13.8 43 32 5.8 +2.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 13.8 25 50 5.6 +2.6
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 13.6 15 60 5.6 +2.6
MGRO VanEck Morningstar Wide Moat Growth ETF 13.6 49 26 4.6 +1.6
TOK iShares MSCI Kokusai ETF 13.3 26 49 5.0 +2.0
YOKE Yoke Core ETF 13.3 42 33 4.3 +1.4
XLSR SPDR SSGA U.S. Sector Rotation ETF 13.2 70 5 4.8 +1.8
JHML John Hancock Multifactor Large Cap ETF 13.1 29 46 5.3 +2.3
ARTY iShares Future AI & Tech ETF 13.0 47 28 3.5 +0.5
FLRG Fidelity U.S. Multifactor ETF 13.0 15 60 6.9 +3.9
LOGO Alpha Brands Consumption Leaders ETF 12.8 69 6 3.0 +0.0
DCOR Dimensional US Core Equity 1 ETF 12.7 14 61 5.3 +2.3
CLOD Themes Cloud Computing ETF 12.7 35 40 3.1 +0.2
IVRS iShares Future Metaverse Tech and Communications ETF 12.6 47 28 2.5 -0.5
GLOF iShares Global Equity Factor ETF 12.6 20 55 6.3 +3.4
SUSA iShares MSCI USA ESG Select ETF 12.6 25 50 4.7 +1.7
URTH iShares MSCI World ETF 12.5 24 51 5.0 +2.0
VERS ProShares Metaverse ETF 12.5 58 17 -1.0 -4.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 12.5 45 30 4.3 +1.4
DFAC Dimensional U.S. Core Equity 2 ETF 12.5 17 58 5.4 +2.5
DFSU Dimensional US Sustainability Core 1 ETF 12.4 18 57 5.3 +2.3
XLK Technology Select Sector SPDR Fund 12.3 8 67 4.4 +1.4
AFLG First Trust Active Factor Large Cap ETF 12.3 55 20 6.2 +3.3
GVIP Goldman Sachs Hedge Industry VIP ETF 12.3 45 30 3.1 +0.1
SPMV Invesco S&P 500 Minimum Variance ETF 12.3 10 65 5.3 +2.4
EMOT First Trust S&P 500 Economic Moat ETF 12.3 60 15 7.9 +4.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 12.2 12 63 5.1 +2.1
GDIV Harbor Dividend Growth Leaders ETF 12.2 50 25 5.2 +2.2
AOTG AOT Growth and Innovation ETF 12.2 75 0 1.7 -1.3
ASLV Allspring Special Large Value ETF 12.2 35 40 6.4 +3.5
QDF FlexShares Quality Dividend Index Fund 12.1 37 38 6.1 +3.1
FTEC Fidelity MSCI Information Technology Index ETF 12.1 8 67 3.9 +0.9
QDEF FlexShares Quality Dividend Defensive Index Fund 12.1 37 38 5.9 +3.0
GRNY Fundstrat Granny Shots US Large Cap ETF 12.1 75 0 2.5 -0.5
VGT Vanguard Information Technology ETF 11.9 9 66 3.8 +0.8
IXN iShares Global Tech ETF 11.9 41 34 3.5 +0.6
JEPI JPMorgan Equity Premium Income ETF 11.9 35 40 5.7 +2.7
BDIV AAM Brentview Dividend Growth ETF 11.8 49 26 4.5 +1.5
IGV iShares Expanded Tech-Software Sector ETF 11.6 41 34 2.6 -0.4
KLMT Invesco MSCI Global Climate 500 ETF 11.6 10 65 5.6 +2.7
DUHP Dimensional US High Profitability ETF 11.5 21 54 6.3 +3.4
MTUM iShares MSCI USA Momentum Factor ETF 11.5 15 60 3.4 +0.4
IQM Franklin Intelligent Machines ETF 11.4 50 25 1.9 -1.0
VOOV Vanguard S&P 500 Value ETF 11.2 7 68 6.3 +3.3
RW Rainwater Equity ETF 11.2 125 -50 2.9 -0.0
IVE iShares S&P 500 Value ETF 11.2 18 57 6.2 +3.2
QUS SPDR MSCI USA StrategicFactors ETF 11.2 15 60 5.7 +2.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 11.2 20 55 5.6 +2.6
ACWI iShares MSCI ACWI ETF 11.2 32 43 5.5 +2.5
SPYV SPDR Portfolio S&P 500 Value ETF 11.2 4 71 6.3 +3.3
ANEW ProShares MSCI Transformational Changes ETF 11.0 45 30 6.1 +3.1
CGGO Capital Group Global Growth Equity ETF 11.0 47 28 4.6 +1.6
ACVF American Conservative Values ETF 11.0 75 0 4.3 +1.4
FDRR Fidelity Dividend ETF for Rising Rates 10.9 15 60 6.9 +4.0
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 10.8 57 18 3.8 +0.8
IVES Wedbush ETFMG Global Cloud Technology ETF 10.7 68 7 6.7 +3.8
DXUV Dimensional US Vector Equity ETF 10.6 28 47 6.2 +3.2
RAYD Rayliant Quantitative Developed Market Equity ETF 10.6 80 -5 4.3 +1.4
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 10.6 35 40 5.9 +2.9
OUSA ALPS O'Shares U.S. Quality Dividend ETF 10.6 48 27 6.1 +3.1
IUSV iShares Core S&P US Value ETF 10.6 4 71 6.4 +3.5
CHAT Roundhill Generative AI & Technology ETF 10.6 75 0 8.8 +5.8
BWEB Bitwise Web3 ETF 10.5 85 -10 -0.2 -3.1
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 10.5 75 0 2.8 -0.2
FCTE SMI 3Fourteen Full-Cycle Trend ETF 10.3 85 -10 8.6 +5.6
XLF Financial Select Sector SPDR Fund 10.3 8 67 5.8 +2.8
PDP Invesco Dorsey Wright Momentum ETF 10.2 62 13 3.8 +0.8
XNTK SPDR NYSE Technology ETF 10.2 35 40 3.5 +0.5
EBI Longview Advantage ETF 10.2 35 40 6.5 +3.5
VT Vanguard Total World Stock ETF 10.1 6 69 5.8 +2.8
AIQ Global X Artificial Intelligence & Technology ETF 10.1 68 7 3.7 +0.7
FNCL Fidelity MSCI Financials Index ETF 10.0 8 67 6.3 +3.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 10.0 9 66 5.6 +2.6
IUS Invesco RAFI Strategic US ETF 9.9 19 56 6.8 +3.9
DIA SPDR Dow Jones Industrial Average ETF Trust 9.9 16 59 5.4 +2.5
XLY Consumer Discretionary Select Sector SPDR Fund 9.7 8 67 4.6 +1.6
SAMT Strategas Macro Thematic Opportunities ETF 9.6 65 10 2.7 -0.3
USRD Themes US R&D Champions ETF 9.6 29 46 4.5 +1.6
AVLV Avantis U.S. Large Cap Value ETF 9.6 15 60 7.8 +4.8
METV Roundhill Ball Metaverse ETF 9.5 59 16 7.4 +4.5
FDIS Fidelity MSCI Consumer Discretionary Index ETF 9.3 8 67 4.3 +1.4
ISHP First Trust Nasdaq Retail ETF 9.3 60 15 5.3 +2.3
FBOT Fidelity Disruptive Automation ETF 9.3 50 25 3.6 +0.7
VUSE Vident U.S. Equity Strategy ETF 9.2 50 25 4.5 +1.5
STXD Strive 1000 Dividend Growth ETF 9.1 35 40 4.8 +1.8
VCR Vanguard Consumer Discretionary ETF 9.1 9 66 4.3 +1.3
RXI iShares Global Consumer Discretionary ETF 9.1 41 34 9.0 +6.1
IYC iShares U.S. Consumer Discretionary ETF 9.1 40 35 3.7 +0.7
LST Leuthold Select Industries ETF 9.1 91 -16 5.0 +2.0
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 9.1 15 60 6.6 +3.6
WFH Direxion Work From Home ETF 9.1 45 30 3.8 +0.9
VFH Vanguard Financials ETF 9.1 9 66 6.3 +3.4
VLU SPDR S&P 1500 Value Tilt ETF 9.1 12 63 7.4 +4.4
KOCG FIS Knights of Columbus Global Belief ETF 9.0 75 0 5.2 +2.3
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 8.9 65 10 -1.4 -4.4
IYG iShares US Financial Services ETF 8.9 40 35 5.3 +2.3
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 8.9 49 26 3.8 +0.8
IEDI iShares U.S. Consumer Focused ETF 8.9 18 57 5.3 +2.3
JHDV John Hancock U.S. High Dividend ETF 8.9 34 41 6.5 +3.6
PFI Invesco Dorsey Wright Financial Momentum ETF 8.8 60 15 6.5 +3.6
JMOM JPMorgan U.S. Momentum Factor ETF 8.8 12 63 4.4 +1.5
FMET Fidelity Metaverse ETF 8.8 39 36 4.6 +1.6
FNDX Schwab Fundamental US Large Co. Index ETF 8.8 25 50 7.1 +4.2
SOCL Global X Social Media ETF 8.8 65 10 8.5 +5.5
TIME Clockwise Core Equity & Innovation ETF 8.7 95 -20 2.8 -0.1
IYJ iShares U.S. Industrials ETF 8.6 40 35 4.7 +1.7
AIVC Amplify Bloomberg AI Value Chain ETF 8.5 59 16 5.2 +2.3
BLCV iShares Large Cap Value Active ETF 8.5 53 22 7.3 +4.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 8.5 25 50 5.8 +2.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 8.5 65 10 3.5 +0.5
JQUA JPMorgan U.S. Quality Factor ETF 8.5 12 63 5.8 +2.9
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 8.4 75 0 5.3 +2.4
ZECP Zacks Earnings Consistent Portfolio ETF 8.4 55 20 4.8 +1.9
QWLD SPDR MSCI World StrategicFactors ETF 8.3 30 45 5.9 +2.9
RWL Invesco S&P 500 Revenue ETF 8.3 39 36 6.8 +3.8
TDIV First Trust NASDAQ Technology Dividend Index Fund 8.3 50 25 5.3 +2.3
ABFL Abacus FCF Leaders ETF 8.3 59 16 5.2 +2.2
JOET Virtus Terranova US Quality Momentum ETF 8.3 29 46 4.7 +1.7
IWX iShares Russell Top 200 Value ETF 8.3 20 55 6.2 +3.2
BIBL Inspire 100 ETF 8.3 35 40 5.1 +2.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 8.2 15 60 8.8 +5.9
DLN WisdomTree U.S. LargeCap Dividend Fund 8.2 28 47 5.9 +3.0
FNDB Schwab Fundamental US Broad Market Index ETF 8.2 25 50 7.2 +4.2
ONLN ProShares Online Retail ETF 8.1 58 17 1.8 -1.2
RTH VanEck Retail ETF 8.1 35 40 5.3 +2.4
FCLD Fidelity Cloud Computing ETF 8.1 39 36 3.1 +0.2
FCPI Fidelity Stocks for Inflation ETF 8.0 15 60 7.4 +4.5
SPHQ Invesco S&P 500 Quality ETF 8.0 15 60 5.5 +2.5
GGME Invesco Next Gen Media and Gaming ETF 8.0 60 15 4.1 +1.2
ILCV iShares Morningstar Value ETF 7.9 4 71 6.4 +3.4
VIG Vanguard Dividend Appreciation ETF 7.8 5 70 5.5 +2.5
SKYY First Trust Cloud Computing ETF 7.7 60 15 2.7 -0.3
RPG Invesco S&P 500 Pure Growth ETF 7.7 35 40 3.2 +0.2
WISE Themes Generative Artificial Intelligence ETF 7.5 35 40 0.4 -2.6
PTF Invesco Dorsey Wright Technology Momentum ETF 7.5 60 15 1.2 -1.7
GINN Goldman Sachs Innovate Equity ETF 7.4 52 23 3.6 +0.6
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 7.3 35 40 4.2 +1.2
CZAR Themes Natural Monopoly ETF 7.3 35 40 5.7 +2.7
GURU Global X Guru Index ETF 7.3 75 0 2.9 -0.0
DTD WisdomTree U.S. Total Dividend Fund 7.3 28 47 6.3 +3.3
OCEN IQ Clean Oceans ETF 7.2 45 30 6.0 +3.1
AGQI First Trust Active Global Quality Income ETF 7.2 85 -10 4.8 +1.8
TOGA Tremblant Global ETF 7.2 69 6 1.8 -1.2
PFM Invesco Dividend Achievers ETF 7.1 53 22 5.2 +2.2
ITAN Sparkline Intangible Value ETF 7.1 50 25 6.5 +3.5
VEGN US Vegan Climate ETF 7.1 60 15 4.4 +1.4
FFND Future Fund Active ETF 7.1 100 -25 4.2 +1.3
RJMG FT Raymond James Multicap Growth Equity ETF 7.0 85 -10 1.9 -1.0
PRN Invesco Dorsey Wright Industrials Momentum ETF 7.0 60 15 3.4 +0.5
SPGP Invesco S&P 500 GARP ETF 7.0 34 41 6.5 +3.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 7.0 18 57 5.9 +2.9
CHGX AXS Change Finance ESG ETF 6.9 49 26 4.8 +1.8
LIVR Intelligent Livermore ETF 6.9 69 6 5.3 +2.3
PAVE Global X U.S. Infrastructure Development ETF 6.9 47 28 5.2 +2.3
RAFE PIMCO RAFI ESG U.S. ETF 6.8 29 46 7.0 +4.1
FDVV Fidelity High Dividend ETF 6.8 15 60 7.6 +4.6
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 6.8 58 17 4.2 +1.3
ICAP InfraCap Equity Income Fund ETF 6.8 171 -96 6.1 +3.1
PRF Invesco FTSE RAFI US 1000 ETF 6.8 39 36 6.7 +3.7
INCE Franklin Income Equity Focus ETF 6.8 29 46 5.6 +2.7
EDOW First Trust Dow 30 Equal Weight ETF 6.8 50 25 5.4 +2.4
HEAL Global X HealthTech ETF 6.8 50 25 -0.6 -3.6
DVND Touchstone Dividend Select ETF 6.7 67 8 5.6 +2.6
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 6.7 40 35 5.2 +2.3
BUZZ VanEck Social Sentiment ETF 6.7 75 0 -0.4 -3.4
EVUS iShares ESG Aware MSCI USA Value ETF 6.7 18 57 6.5 +3.5
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 6.7 65 10 1.1 -1.9
MBOX Freedom Day Dividend ETF 6.6 39 36 7.3 +4.4
SWP SWP Growth & Income ETF 6.6 99 -24 4.0 +1.0
TRFM AAM Transformers ETF 6.6 49 26 1.3 -1.7
FTC First Trust Large Cap Growth AlphaDEX Fund 6.6 59 16 2.7 -0.3
MILN Global X Millennial Consumer ETF 6.4 50 25 3.7 +0.7
ARKW ARK Next Generation Internet ETF 6.4 87 -12 -0.3 -3.3
FEGE First Eagle Global Equity ETF 6.3 79 -4 6.8 +3.8
IWP iShares Russell Mid-Cap Growth ETF 6.3 23 52 3.4 +0.4
SHE SPDR MSCI USA Gender Diversity ETF 6.3 20 55 5.0 +2.1
YLDE ClearBridge Dividend Strategy ESG ETF 6.3 60 15 5.7 +2.7
SPYA Twin Oak Endure ETF 6.3 80 -5 -2.1 -5.1
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 6.3 65 10 2.0 -1.0
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 6.2 60 15 3.9 +0.9
FDHT Fidelity Digital Health ETF 6.2 39 36 0.9 -2.1
FTGS First Trust Growth Strength ETF 6.2 60 15 5.0 +2.0
MID American Century Mid Cap Growth Impact ETF 6.0 45 30 3.2 +0.2
HAPY Harbor Human Capital Factor Unconstrained ETF 6.0 50 25 5.6 +2.6
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 6.0 75 0 4.6 +1.6
FDFF Fidelity Disruptive Finance ETF 6.0 50 25 4.3 +1.3
FMED Fidelity Disruptive Medicine ETF 5.9 50 25 -1.1 -4.1
ARVR First Trust Indxx Metaverse ETF 5.9 70 5 3.9 +1.0
WTV WisdomTree US Value Fund of Benef Interest 5.9 12 63 8.9 +5.9
ROE Astoria US Quality Kings ETF 5.8 49 26 6.5 +3.5
ARKX ARK Space Exploration & Innovation ETF 5.8 75 0 -0.3 -3.3
TTAC FCF US Quality ETF 5.7 59 16 6.3 +3.4
IXG iShares Global Financials ETF 5.7 42 33 6.5 +3.5
RVER Trenchless Fund ETF 5.7 65 10 4.3 +1.4
MOTO SmartETFs Smart Transportation & Technology ETF 5.7 68 7 7.2 +4.3
IWD iShares Russell 1000 Value ETF 5.6 19 56 6.4 +3.4
VONV Vanguard Russell 1000 Value ETF 5.6 7 68 6.5 +3.5
BOUT Innovator IBD Breakout Opportunities ETF 5.5 81 -6 2.7 -0.3
RDVY First Trust Rising Dividend Achievers ETF 5.5 50 25 6.8 +3.8
EQWL Invesco S&P 100 Equal Weight ETF 5.4 25 50 6.2 +3.3
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.4 45 30 5.4 +2.4
SMH VanEck Semiconductor ETF 5.3 35 40 3.8 +0.8
PY Principal Value ETF 5.3 15 60 7.2 +4.3
IHI iShares U.S. Medical Devices ETF 5.1 40 35 4.1 +1.1
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 5.1 40 35 3.2 +0.2
LEGR First Trust Indxx Innovative Transaction & Process ETF 5.1 65 10 7.9 +4.9
HLGE Hartford Longevity Economy ETF 5.0 44 31 -0.4 -3.4
JVAL JPMorgan U.S. Value Factor ETF 5.0 12 63 8.0 +5.0
LRNZ TrueShares Technology, AI & Deep Learning ETF 5.0 69 6 -0.6 -3.6
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 4.9 40 35 4.0 +1.0
VFQY Vanguard U.S. Quality Factor ETF 4.9 13 62 6.4 +3.4
IYF iShares U.S. Financials ETF 4.9 40 35 5.8 +2.8
ARKQ ARK Autonomous Technology & Robotics ETF 4.9 75 0 0.4 -2.5
WLDR Affinity World Leaders Equity ETF 4.9 67 8 7.3 +4.3
BULD Pacer BlueStar Engineering the Future ETF 4.8 60 15 0.4 -2.5
USMV iShares MSCI USA Min Vol Factor ETF 4.8 15 60 5.8 +2.9
MEDI Harbor Health Care ETF 4.6 80 -5 -1.4 -4.4
FXL First Trust Technology AlphaDEX Fund 4.6 61 14 5.3 +2.3
CLOU Global X Cloud Computing ETF 4.6 68 7 2.2 -0.8
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 4.5 79 -4 4.9 +1.9
TEMP JPMorgan Climate Change Solutions ETF 4.5 49 26 5.8 +2.8
TMAT Main Thematic Innovation ETF 4.5 164 -89 -1.5 -4.4
GOP Unusual Whales Subversive Republican Trading ETF 4.4 50 25 5.5 +2.5
ITA iShares U.S. Aerospace & Defense ETF 4.4 40 35 2.0 -1.0
BOTZ Global X Robotics & Artificial Intelligence ETF 4.4 69 6 2.4 -0.6
GDOC Goldman Sachs Future Health Care Equity ETF 4.4 75 0 2.8 -0.1
BMED Future Health ETF 4.4 85 -10 0.5 -2.5
MOAT VanEck Morningstar Wide Moat ETF 4.3 46 29 5.8 +2.8
HKND Humankind US Stock ETF 4.3 11 64 7.1 +4.1
ROUS Hartford Multifactor US Equity ETF 4.3 19 56 7.0 +4.0
BGIG Bahl & Gaynor Income Growth ETF 4.2 45 30 5.2 +2.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4.2 29 46 6.4 +3.4
CARZ First Trust NASDAQ Global Auto Index Fund 4.2 70 5 4.7 +1.7
KBWP Invesco KBW Property & Casualty Insurance ETF 4.2 35 40 6.8 +3.8
IAK iShares U.S. Insurance ETF 4.2 40 35 7.0 +4.0
AIS VistaShares Artificial Intelligence Supercycle ETF 4.1 75 0 2.8 -0.2
TOLL Tema Durable Quality ETF 4.1 75 0 5.2 +2.2
OCFS Otter Creek Focus Strategy ETF 4.1 85 -10 4.1 +1.1
VOT Vanguard Mid-Cap Growth ETF 4.1 7 68 3.6 +0.6
MISL First Trust Indxx Aerospace & Defense ETF 4.0 60 15 2.1 -0.9
LEAD Siren DIVCON Leaders Dividend ETF 4.0 43 32 4.2 +1.2
BEEZ Honeytree U.S. Equity ETF 4.0 64 11 3.8 +0.8
DGRO iShares Core Dividend Growth ETF 4.0 8 67 6.5 +3.5
FTCS First Trust Capital Strength ETF 4.0 55 20 5.9 +2.9
SPHB Invesco S&P 500 High Beta ETF 4.0 25 50 4.6 +1.6
ALTL Pacer Lunt Large Cap Alternator ETF 4.0 60 15 4.2 +1.2
PEXL Pacer US Export Leaders ETF 4.0 60 15 4.5 +1.6
VFMO Vanguard U.S. Momentum Factor ETF 4.0 13 62 2.9 -0.1
FIDU Fidelity MSCI Industrial Index ETF 4.0 8 67 4.5 +1.5
SYNB Putnam BioRevolution ETF 4.0 70 5 3.0 -0.0
DTEC ALPS Disruptive Technologies ETF 3.9 50 25 3.9 +0.9
PINK Simplify Health Care ETF 3.9 50 25 1.0 -2.0
ARKF ARK Fintech Innovation ETF 3.9 75 0 -0.4 -3.4
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 3.9 60 15 9.2 +6.2
PPA Invesco Aerospace & Defense ETF 3.9 58 17 2.5 -0.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 3.9 60 15 3.9 +1.0
NBCC Neuberger Berman Next Generation Connected Consumer ETF 3.8 56 19 0.3 -2.7
QNXT iShares Nasdaq-100 ex Top 30 ETF 3.8 20 55 4.4 +1.4
LGCF Themes US Cash Flow Champions ETF 3.8 30 45 8.3 +5.3
JSTC Adasina Social Justice All Cap Global ETF 3.8 89 -14 4.8 +1.8
VFMV Vanguard U.S. Minimum Volatility ETF 3.8 13 62 5.7 +2.8
FDLS Inspire Fidelis Multi Factor ETF 3.8 76 -1 5.0 +2.1
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 3.8 60 15 3.7 +0.7
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 3.8 60 15 4.9 +1.9
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 3.8 40 35 5.2 +2.3
EBIZ Global X E-Commerce ETF 3.8 50 25 3.7 +0.7
QTUM Defiance Quantum ETF 3.7 40 35 5.3 +2.4
IBOT Vaneck Robotics ETF 3.7 47 28 4.3 +1.3
RSPF Invesco S&P 500 Equal Weight Financials ETF 3.7 40 35 6.6 +3.6
NATO Themes Transatlantic Defense ETF 3.7 35 40 2.4 -0.6
FUNL CornerCap Fundametrics Large-Cap ETF 3.7 50 25 7.2 +4.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 3.7 49 26 4.6 +1.6
GTEK Goldman Sachs Future Tech Leaders Equity ETF 3.7 75 0 3.0 +0.0
PRAY FIS Christian Stock Fund 3.6 69 6 5.1 +2.2
DGT SPDR Global Dow ETF 3.6 50 25 6.9 +3.9
XLI Industrial Select Sector SPDR Fund 3.6 8 67 4.4 +1.4
XMAG Defiance Large Cap ex-Mag 7 ETF 3.5 35 40 5.1 +2.1
VIS Vanguard Industrials ETF 3.5 9 66 4.5 +1.6
OPTZ Optimize Strategy Index ETF 3.4 50 25 4.6 +1.6
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 3.4 60 15 4.6 +1.7
MDEV First Trust Indxx Medical Devices ETF 3.4 70 5 4.6 +1.6
XAR SPDR S&P Aerospace & Defense ETF 3.4 35 40 2.0 -1.0
VOLT Tema Electrification ETF 3.4 75 0 2.8 -0.2
AESR Anfield U.S. Equity Sector Rotation ETF 3.4 108 -33 3.0 +0.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.3 64 11 2.2 -0.8
DIVS SmartETFs Dividend Builder ETF 3.3 65 10 5.0 +2.1
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 3.3 61 14 1.3 -1.6
USCF Themes US Cash Flow Champions ETF 3.2 29 46 8.5 +5.6
XLV Health Care Select Sector SPDR Fund 3.2 8 67 7.8 +4.8
IYH iShares U.S. Healthcare ETF 3.2 40 35 7.1 +4.1
XHE SPDR S&P Health Care Equipment ETF 3.2 35 40 3.7 +0.7
NULV Nuveen ESG Large-Cap Value ETF 3.2 26 49 6.4 +3.4
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.2 65 10 4.7 +1.7
IMCG iShares Morningstar Mid-Cap Growth ETF 3.2 6 69 4.0 +1.0
SHRY First Trust Bloomberg Shareholder Yield ETF 3.1 60 15 8.1 +5.2
SIXA ETC 6 Meridian Mega Cap Equity ETF 3.1 80 -5 6.7 +3.8
GSFP Goldman Sachs Future Planet Equity ETF 3.1 75 0 4.8 +1.9
ROBO ROBO Global Robotics & Automation Index ETF 3.1 95 -20 3.4 +0.4
ARKK ARK Innovation ETF 3.0 75 0 -2.5 -5.5
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 3.0 68 7 2.6 -0.4
RSPT Invesco S&P 500 Equal Weight Technology ETF 3.0 40 35 5.5 +2.5
CFA VictoryShares US 500 Volatility Wtd ETF 3.0 35 40 5.9 +2.9
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.0 40 35 5.9 +2.9
PTH Invesco Dorsey Wright Healthcare Momentum ETF 2.9 60 15 -2.6 -5.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 2.9 20 55 6.4 +3.5
KOMP SPDR S&P Kensho New Economies Composite ETF 2.9 20 55 2.5 -0.5
VHT Vanguard Health Care ETF 2.9 9 66 6.2 +3.2
VFMF Vanguard U.S. Multifactor ETF 2.9 18 57 7.9 +4.9
FEX First Trust Large Cap Core AlphaDEX Fund 2.9 59 16 5.8 +2.8
DRIV Global X Autonomous & Electric Vehicles ETF 2.8 68 7 4.9 +2.0
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.8 9 66 6.1 +3.1
HTEC ROBO Global Healthcare Technology and Innovation ETF 2.8 68 7 2.4 -0.5
FHLC Fidelity MSCI Health Care Index ETF 2.8 8 67 6.4 +3.5
LQPE PEO AlphaQuest Thematic PE ETF 2.8 125 -50 5.1 +2.1
IBLC iShares Blockchain and Tech ETF 2.8 47 28 -2.7 -5.7
SSPY Syntax Stratified LargeCap ETF 2.7 30 45 6.7 +3.7
XHB SPDR S&P Homebuilders ETF 2.7 35 40 10.4 +7.5
SHUS Syntax Stratified U.S. Total Market Hedged ETF 2.6 65 10 6.4 +3.4
USXF iShares ESG Advanced MSCI USA ETF 2.6 10 65 4.6 +1.6
LOUP Innovator Deepwater Frontier Tech ETF 2.6 70 5 1.1 -1.8
PTL Inspire 500 ETF 2.6 9 66 5.1 +2.2
PRXV Praxis Impact Large Cap Value ETF 2.6 36 39 6.5 +3.5
ULVM VictoryShares US Value Momentum ETF 2.6 20 55 7.3 +4.3
RSMC Rockefeller U.S. Small-Mid Cap ETF 2.5 75 0 5.0 +2.0
BGDV Bahl & Gaynor Dividend ETF 2.5 45 30 4.6 +1.7
TRFK Pacer Data and Digital Revolution ETF 2.5 60 15 2.9 -0.1
BITQ Bitwise Crypto Industry Innovators ETF 2.5 85 -10 -2.4 -5.3
HELX Franklin Genomic Advancements ETF 2.5 50 25 -0.2 -3.2
IBUY Amplify Online Retail ETF 2.5 65 10 0.8 -2.2
RSPN Invesco S&P 500 Equal Weight Industrials ETF 2.5 40 35 5.1 +2.2
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 2.4 12 63 5.8 +2.8
BFOR ALPS Barron's 400 ETF 2.4 65 10 6.0 +3.0
MADE iShares U.S. Manufacturing ETF 2.4 40 35 5.1 +2.1
EQRR ProShares Equities for Rising Rates ETF 2.3 35 40 8.1 +5.1
PPIE Putnam PanAgora ESG International Equity ETF 2.3 49 26 7.3 +4.3
OAIM OneAscent International Equity ETF 2.3 95 -20 5.6 +2.6
SOXQ Invesco PHLX Semiconductor ETF 2.3 19 56 4.4 +1.4
SOXX iShares Semiconductor ETF 2.3 35 40 4.7 +1.8
EUSA iShares MSCI USA Equal Weighted ETF 2.3 9 66 6.1 +3.1
IXJ iShares Global Healthcare ETF 2.3 42 33 7.3 +4.4
ACWV iShares MSCI Global Min Vol Factor ETF 2.3 20 55 6.2 +3.2
RSP Invesco S&P 500 Equal Weight ETF 2.3 20 55 6.6 +3.6
MOTG VanEck Morningstar Global Wide Moat ETF 2.3 52 23 7.6 +4.6
SIZE iShares MSCI USA Size Factor ETF 2.2 15 60 6.1 +3.1
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 2.1 61 14 6.5 +3.6
FMDE Fidelity Enhanced Mid Cap ETF 2.1 23 52 5.7 +2.7
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.1 39 36 3.3 +0.3
WCEO Hypatia Women CEO ETF 2.1 85 -10 3.7 +0.8
DIHP Dimensional International High Profitability ETF 2.0 29 46 7.1 +4.1
RCGE RockCreek Global Equality ETF 2.0 95 -20 6.6 +3.6
POWA Invesco Bloomberg Pricing Power ETF 2.0 40 35 5.3 +2.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.0 70 5 4.8 +1.8
RBLD First Trust Alerian US NextGen Infrastructure ETF 2.0 65 10 4.9 +1.9
CBSE Clough Select Equity ETF 2.0 85 -10 0.9 -2.1
EXI iShares Global Industrials ETF 2.0 42 33 4.5 +1.5
FELV Fidelity Enhanced Large Cap Value ETF 1.9 18 57 6.7 +3.7
BEDZ AdvisorShares Hotel ETF 1.9 100 -25 6.7 +3.8
JAVA JPMorgan Active Value ETF 1.9 44 31 6.4 +3.4
FMKT The Free Markets ETF 1.9 76 -1 1.5 -1.5
XT iShares Exponential Technologies ETF 1.9 46 29 4.9 +1.9
ABLG Abacus FCF International Leaders ETF 1.9 59 16 6.9 +3.9
SURE AdvisorShares Insiders Advantage ETF 1.9 90 -15 9.5 +6.6
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.9 7 68 7.4 +4.4
SPLV Invesco S&P 500 Low Volatility ETF 1.9 25 50 5.4 +2.4
APIE ActivePassive International Equity ETF 1.8 45 30 7.4 +4.4
BRIF FIS Bright Portfolios Focused Equity ETF 1.8 65 10 4.8 +1.8
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.8 52 23 5.6 +2.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.8 58 17 5.5 +2.5
VO Vanguard Mid-Cap ETF 1.8 4 71 5.7 +2.8
RUNN Running Oak Efficient Growth ETF 1.7 58 17 4.9 +1.9
KIE SPDR S&P Insurance ETF 1.7 35 40 6.9 +3.9
PPTY US Diversified Real Estate ETF 1.7 53 22 7.8 +4.9
ABOT Abacus FCF Innovation Leaders ETF 1.7 69 6 4.6 +1.6
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.7 29 46 6.2 +3.3
FPX First Trust US Equity Opportunities ETF 1.6 61 14 0.9 -2.0
DEUS Xtrackers Russell US Multifactor ETF 1.6 17 58 7.0 +4.1
IMCB iShares Morningstar Mid-Cap ETF 1.6 4 71 6.0 +3.1
TAX Cambria Tax Aware ETF 1.6 49 26 5.0 +2.0
XSW SPDR S&P Software & Services ETF 1.6 35 40 2.2 -0.8
IWR iShares Russell Midcap ETF 1.6 19 56 5.8 +2.8
KCE SPDR S&P Capital Markets ETF 1.6 35 40 5.5 +2.6
ETHO Etho Climate Leadership U.S. ETF 1.6 47 28 5.3 +2.3
TMDV ProShares Russell US Dividend Growers ETF 1.6 35 40 6.5 +3.5
FDIG Fidelity Crypto Industry and Digital Payments ETF 1.5 39 36 -1.3 -4.3
MOTE VanEck Morningstar ESG Moat ETF 1.5 49 26 6.1 +3.1
AVIE Avantis  Inflation Focused Equity ETF 1.5 25 50 7.4 +4.4
VALQ American Century U.S. Quality Value ETF 1.5 29 46 7.7 +4.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.5 35 40 6.2 +3.2
FXH First Trust Health Care AlphaDEX Fund 1.4 62 13 8.6 +5.6
BPAY BlackRock Future Financial and Technology ETF 1.4 70 5 7.6 +4.7
RSPH Invesco S&P 500 Equal Weight Health Care ETF 1.4 40 35 8.4 +5.4
EQIN Columbia US Equity Income ETF 1.4 35 40 6.9 +3.9
GVUS Marketbeta Russell 1000 Value Equity ETF 1.4 12 63 6.5 +3.5
DFSI Dimensional International Sustainability Core 1 ETF 1.4 24 51 6.2 +3.3
ONEO SPDR Russell 1000 Momentum Focus ETF 1.4 20 55 7.0 +4.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.4 18 57 7.6 +4.7
VSDA VictoryShares Dividend Accelerator ETF 1.4 35 40 7.1 +4.1
XRT SPDR S&P Retail ETF 1.4 35 40 8.2 +5.2
HRTS Tema Heart & Health ETF 1.4 75 0 1.3 -1.6
KNCT Invesco Next Gen Connectivity ETF 1.3 40 35 4.7 +1.7
MGV Vanguard Mega Cap Value ETF 1.3 7 68 6.6 +3.6
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.3 35 40 5.3 +2.3
MAGA Point Bridge America First ETF 1.2 72 3 5.8 +2.8
XITK SPDR FactSet Innovative Technology ETF 1.2 45 30 -0.3 -3.3
TTAI FCF International Quality ETF 1.2 59 16 7.3 +4.3
FTWO Strive FAANG 2.0 ETF 1.2 49 26 4.2 +1.2
JHMM John Hancock Multifactor Mid Cap ETF 1.2 42 33 6.3 +3.4
FXO First Trust Financials AlphaDEX Fund 1.1 62 13 8.2 +5.2
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.1 75 0 7.3 +4.3
FXD First Trust Consumer Discretionary AlphaDEX Fund 1.1 61 14 7.2 +4.2
REVS Columbia Research Enhanced Value ETF 1.1 19 56 7.6 +4.6
VTV Vanguard Value ETF 1.0 4 71 6.8 +3.9
SMOT VanEck Morningstar SMID Moat ETF 1.0 49 26 6.6 +3.6
DFNV Donoghue Forlines Innovation ETF 1.0 69 6 4.5 +1.5
DFAI Dimensional International Core Equity Market ETF 1.0 18 57 7.0 +4.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 0.9 25 50 5.5 +2.5
SIXL ETC 6 Meridian Low Beta Equity ETF 0.9 80 -5 6.2 +3.2
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.8 61 14 -1.9 -4.9
BLOK Amplify Transformational Data Sharing ETF 0.8 75 0 -0.4 -3.4
EQAL Invesco Russell 1000 Equal Weight ETF 0.8 20 55 6.8 +3.8
VXF Vanguard Extended Market ETF 0.8 5 70 4.6 +1.7
AVSD Avantis Responsible International Equity ETF 0.7 23 52 5.6 +2.6
BLES Inspire Global Hope ETF 0.7 61 14 6.8 +3.8
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.7 60 15 7.6 +4.7
VYM Vanguard High Dividend Yield Index ETF 0.7 6 69 7.0 +4.0
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.7 15 60 7.6 +4.6
SNPV Xtrackers S&P 500 Value ESG ETF 0.7 15 60 6.7 +3.8
SCHV Schwab U.S. Large-Cap Value ETF 0.7 4 71 6.7 +3.7
AVMC Avantis U.S. Mid Cap Equity ETF 0.7 18 57 6.9 +3.9
DFIC Dimensional International Core Equity 2 ETF 0.6 23 52 7.3 +4.3
JHSC John Hancock Multifactor Small Cap ETF 0.6 42 33 6.6 +3.6
SDY SPDR S&P Dividend ETF 0.6 35 40 6.7 +3.7
AVDE Avantis International Equity ETF 0.5 23 52 7.2 +4.3
NIXT Research Affiliates Deletions ETF 0.5 9 66 8.7 +5.7
WWJD Inspire International ETF 0.5 80 -5 7.2 +4.3
DXIV Dimensional International Vector Equity ETF 0.5 34 41 7.7 +4.7
GVLU Gotham 1000 Value ETF 0.5 50 25 8.9 +5.9
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.5 43 32 6.1 +3.1
IJK iShares S&P Mid-Cap 400 Growth ETF 0.4 17 58 5.8 +2.9
STXV Strive 1000 Value ETF 0.4 18 57 8.0 +5.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.4 10 65 6.0 +3.0
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.4 15 60 5.9 +2.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.4 24 51 7.7 +4.7
USMF WisdomTree U.S. Multifactor Fund 0.4 28 47 7.0 +4.0
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.4 30 45 7.7 +4.7
TMFX Motley Fool Next Index ETF 0.4 50 25 2.6 -0.4
QQQS Invesco NASDAQ Future Gen 200 ETF 0.4 20 55 -4.0 -7.0
AVMV Avantis U.S. Mid Cap Value ETF 0.4 20 55 8.7 +5.7
FNDA Schwab Fundamental US Small Co. Index ETF 0.4 25 50 8.2 +5.2
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 36 6.6 +3.6
FLDZ RiverNorth Patriot ETF 0.3 75 0 6.1 +3.1
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.3 35 40 7.1 +4.2
VBK Vanguard Small-Cap Growth ETF 0.3 7 68 1.9 -1.1
XJH iShares ESG Screened S&P Mid-Cap ETF 0.2 12 63 7.0 +4.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.2 70 5 2.8 -0.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.2 15 60 7.2 +4.3
MDY SPDR S&P Midcap 400 ETF Trust 0.2 24 51 7.1 +4.1
IJH iShares Core S&P Mid-Cap ETF 0.2 5 70 7.3 +4.3
FFOX FundX Future Fund Opportunities ETF 0.2 100 -25 4.2 +1.2
IVOO Vanguard S&P Mid-Cap 400 ETF 0.2 7 68 7.4 +4.4
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.2 3 72 7.3 +4.3
AFMC First Trust Active Factor Mid Cap ETF 0.2 65 10 8.3 +5.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.2 4 71 6.1 +3.1
STXM Strive Mid-Cap ETF 0.2 18 57 6.1 +3.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.2 7 68 6.0 +3.0
FSMD Fidelity Small-Mid Multifactor ETF 0.2 15 60 7.0 +4.0
ISCG iShares Morningstar Small-Cap Growth ETF 0.2 6 69 2.9 -0.1
DFLV Dimensional US Large Cap Value ETF 0.2 22 53 7.8 +4.8
AUSF Global X Adaptive U.S. Factor ETF 0.2 27 48 8.8 +5.8
SCHM Schwab U.S. Mid-Cap ETF 0.1 4 71 6.6 +3.6
ISCB iShares Morningstar Small-Cap ETF 0.1 4 71 6.2 +3.2
SMLF iShares U.S. SmallCap Equity Factor ETF 0.1 15 60 5.8 +2.8
SFYX SoFi Next 500 ETF 0.1 0 75 5.7 +2.7
VB Vanguard Small-Cap ETF 0.1 5 70 6.1 +3.1
SMMD iShares Russell 2500 ETF 0.1 15 60 6.1 +3.1
EZM WisdomTree U.S. MidCap Fund 0.1 38 37 9.0 +6.1
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 50 9.4 +6.5
ISCV iShares Morningstar Small Cap Value ETF 0.1 6 69 9.2 +6.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.1 17 58 5.6 +2.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.1 39 36 5.3 +2.3
RWK Invesco S&P MidCap 400 Revenue ETF 0.1 39 36 9.3 +6.3
FNX First Trust Mid Cap Core AlphaDEX Fund 0.1 60 15 7.3 +4.3
DFAS Dimensional U.S. Small Cap ETF 0.1 26 49 6.4 +3.4
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 30 8.7 +5.7
DFUV Dimensional US Marketwide Value ETF 0.0 22 53 7.5 +4.5

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

  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 25.8 %
Divided by: Fwd. P/BV 6.9 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		 1.46 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.