Bitwise Crypto Industry Innovators ETF
ALTAR
Score™		 -14.8% info Recommen-
dation		 AVOID
2022E    2023E
P/E
ratio		 -4.7x P/Sales
ratio		 0.8x
P/BV
ratio		 2.8x Div.
yield		 0.5%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
BITQ is passively managed to track a modified market-cap-weighted index of global companies supporting a crypto-asset-enabled decentralized economy.

FUND BASICS
Category Global Equities
Fund Sponsor Exchange Traded Concepts
Website www.bitqetf.com
Inception date May 12, 2021
Assets (mns) $43
Currency USD
Expense ratio 85 bp
Distributions Annually

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 29
Wgt avg mkt cap (mns) $21,873
Large cap (>$10bn) 23.4%
Mid cap ($2-10bn) 18.3%
Small cap (<$2bn) 56.5%
Developed mkts 93.7%
Emerging mkts 6.3%

TOP TEN HOLDINGS
MICROSTRATEGY INC-CL A 15.0 %
COINBASE GLOBAL, INC. CLASS A 12.9 %
SILVERGATE CAPITAL CORP. CLASS A 8.0 %
HUT 8 MINING CORP. 6.8 %
MARATHON DIGITAL HOLDINGS INC 6.4 %
RIOT BLOCKCHAIN INC 5.6 %
GALAXY DIGITAL HOLDINGS LTD. 5.3 %
CANAAN INC. SPONSORED ADR CLASS A 4.9 %
BAKKT HOLDINGS, INC. CLASS A 4.5 %
HIVE BLOCKCHAIN TECHNOLOGIES LTD 3.7 %
Total 73.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 65.9 %
CANADA 15.9 %
GERMANY 5.1 %
CHINA 4.7 %
AUSTRALIA 3.0 %
SINGAPORE 1.8 %
ARGENTINA 1.8 %
BRITAIN 1.6 %



HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-70.8% -77.4% -- -- -58.7%

Market Correlations
versus... Beta R-squared
S&P500 2.50 48%
MSCI EAFE 2.36 27%
MSCI Emg. Mkts. 2.29 15%

Technical Indicators
Recent close $4.10
30d moving avg. $5.30
Annualized volatility 74.8%
Short interest (ETF) 0.5%
Relative strength (RSI) 33

Liquidity measures
Avg. volume (thou.) 122
Turnover 1.2%
Bid/Ask (% of price) 0.38%
ADV underlying (mns) $17,463

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 704 potential alternatives to the Bitwise Crypto Industry Innovators ETF ETF based on the alternatives' overlap in portfolio holdings with BITQ. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: BITQ Expense: 85 bp ALTAR Score™: -14.8%


ALTERNATIVE ETFs BASED ON OVERLAP WITH BITQ
Ticker Fund
Name		 Overlap1
vs BITQ
(%)		 Expense
ratio
(bp)		 Savings
vs BITQ
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs BITQ
(%)
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ET 65.7 85 0 1.4 +16.3
BKCH Global X Blockchain ETF 60.9 50 35 -31.2 -16.4
DAPP VanEck Digital Transformation ETF 59.6 50 35 -26.6 -11.8
GFOF Grayscale Future of Finance ETF 54.8 70 15 -2.7 +12.2
SATO Invesco Alerian Galaxy Crypto Economy ETF 51.5 60 25 -33.4 -18.6
IBLC iShares Blockchain and Tech ETF 45.6 47 38 -2.0 +12.9
NFTZ Defiance Digital Revolution ETF 43.7 65 20 -29.3 -14.5
BLOK Amplify Transformational Data Sharing ETF 39.8 71 14 1.5 +16.4
DAM VanEck Digital Assets Mining ETF 39.1 50 35 -374.3 -359.5
RIGZ Viridi Cleaner Energy Crypto-Mining & Semiconductor ETF 36.7 90 -5 -95.8 -81.0
FDIG Fidelity Crypto Industry and Digital Payments ETF 33.5 39 46 3.5 +18.3
WGMI Valkyrie Bitcoin Miners ETF 29.6 75 10 -119.2 -104.4
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 28.8 60 25 3.5 +18.3
VBB Valkyrie Balance Sheet Opportunities ETF 26.1 75 10 -2.7 +12.1
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 20.0 68 17 1.9 +16.7
BCDF Horizon Kinetics Blockchain Development ETF 18.2 85 0 -0.4 +14.4
TWEB SoFi Web 3 ETF 17.9 59 26 -6.4 +8.4
BIDS Amplify Digital & Online Trading ETF 17.2 59 26 8.4 +23.2
ARKF ARK Fintech Innovation ETF 15.8 75 10 -1.6 +13.3
ARKW ARK Web x.0 ETF 12.1 83 2 -4.8 +10.0
LOUP Innovator Loup Frontier Tech ETF 9.7 70 15 7.3 +22.1
AOTG AOT Growth and Innovation ETF 9.4 75 10 3.9 +18.7
FINX Global X FinTech Thematic ETF 9.3 68 17 6.2 +21.0
CBTG Cabot Growth ETF 8.8 75 10 0.0 +14.8
BYOB SoFi Be Your Own Boss ETF 8.6 59 26 -6.2 +8.7
BUZZ VanEck Social Sentiment ETF 8.5 75 10 2.2 +17.1
KOIN Innovation Shares NextGen Protocol ETF 8.3 75 10 7.7 +22.6
VR Global X Metaverse ETF 7.9 50 35 8.7 +23.5
SFYF SoFi 50 ETF 7.6 29 56 -4.3 +10.6
METV Roundhill Ball Metaverse ETF 7.6 59 26 5.8 +20.6
MVPS Amplify Thematic All-Stars ETF 7.5 49 36 2.3 +17.1
ARKK ARK Innovation ETF 7.4 75 10 -7.5 +7.3
TECB iShares US Tech Breakthrough Multisector ETF 7.3 40 45 6.4 +21.2
GGRW Gabelli Growth Innovators ETF 6.9 90 -5 4.0 +18.8
ZGEN Generation Z ETF 6.9 63 22 -6.4 +8.5
TRFM AAM Transformers ETF 6.7 49 36 2.8 +17.6
GVIP Goldman Sachs Hedge Industry VIP ETF 6.7 45 40 5.1 +20.0
PZLG Puzzle Mature Growth 6.6 10 75 6.1 +20.9
IETC iShares Evolved U.S. Technology ETF 6.2 18 67 6.1 +20.9
IGM iShares Expanded Tech Sector ETF 6.1 40 45 6.2 +21.1
XLK Technology Select Sector SPDR Fund 6.0 10 75 6.7 +21.6
LEGR First Trust Indxx Innovative Transaction & Process ETF 6.0 65 20 9.9 +24.7
FTEC Fidelity MSCI Information Technology Index ETF 6.0 8 77 6.4 +21.2
VGT Vanguard Information Technology Index Fund 6.0 10 75 6.4 +21.2
VEGN US Vegan Climate ETF 6.0 60 25 6.2 +21.1
THNQ ROBO Global Artificial Intelligence ETF 5.9 68 17 3.2 +18.0
JFWD Jacob Forward ETF 5.8 75 10 -13.9 +0.9
USXF iShares ESG Advanced MSCI USA ETF 5.8 10 75 6.4 +21.2
INNO Harbor Disruptive Innovation ETF 5.7 75 10 -3.9 +11.0
MMLG First Trust Multi-Manager Large Growth ETF 5.7 85 0 3.3 +18.1
KCE SPDR S&P Capital Markets ETF 5.7 35 50 9.6 +24.4
IXN iShares Global Tech ETF 5.5 40 45 6.2 +21.0
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 5.5 50 35 3.7 +18.5
TMFC Motley Fool 100 Index ETF 5.3 50 35 5.4 +20.2
MGK Vanguard Mega Cap Growth ETF 5.3 7 78 5.8 +20.6
LRGE ClearBridge Large Cap Growth ESG ETF 5.3 59 26 4.4 +19.2
SCHG Schwab U.S. Large-Cap Growth ETF 5.2 40 45 5.0 +19.8
IPAY ETFMG Prime Mobile Payments ETF 5.1 75 10 9.7 +24.5
ETPA Ecofin Digital Payments Infrastructure Fund 5.1 40 45 8.0 +22.8
ILCG iShares Morningstar Growth ETF 5.1 4 81 5.2 +20.0
VUG Vanguard Growth Index Fund 5.1 4 81 5.6 +20.4
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 5.1 49 36 6.7 +21.5
FDG American Century Focused Dynamic Growth ETF 5.1 45 40 3.4 +18.2
RYT Invesco S&P 500 Equal Weight Technology ETF 5.1 40 45 7.4 +22.3
DSI iShares MSCI KLD 400 Social ETF 5.1 25 60 6.5 +21.3
TMFG Motley Fool Global Opportunities ETF 5.1 85 0 4.6 +19.4
ANEW ProShares MSCI Transformational Changes ETF 5.0 45 40 5.2 +20.0
XPND First Trust Expanded Technology ETF 5.0 65 20 6.8 +21.6
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 5.0 12 73 6.3 +21.1
CACG ClearBridge All Cap Growth ETF 4.8 53 32 4.6 +19.4
PLAT WisdomTree Modern Tech Platforms Fund 4.7 20 65 -0.0 +14.8
PUNK Subversive Metaverse ETF 4.7 75 10 2.7 +17.5
QUAL iShares MSCI Usa Quality Factor ETF 4.7 15 70 7.6 +22.4
PWB Invesco Dynamic Large Cap Growth ETF 4.7 56 29 4.4 +19.2
EQOP Natixis U.S. Equity Opportunities ETF 4.6 85 0 6.4 +21.2
BUYZ Franklin Disruptive Commerce ETF 4.6 50 35 2.9 +17.7
FQAL Fidelity Quality Factor ETF 4.4 29 56 7.5 +22.3
QQMG Invesco ESG NASDAQ 100 ETF 4.4 20 65 6.8 +21.7
SPHB Invesco S&P 500 High Beta ETF 4.4 25 60 3.8 +18.6
ALTL Pacer Lunt Large Cap Alternator ETF 4.4 60 25 3.5 +18.3
IWY iShares Russell Top 200 Growth ETF 4.4 20 65 6.1 +20.9
XOUT GraniteShares XOUT U.S. Large Cap ETF 4.3 60 25 6.0 +20.8
KOCG FIS Knights of Columbus Global Belief ETF 4.3 75 10 8.0 +22.8
NULG Nuveen ESG Large-Cap Growth ETF 4.3 25 60 5.3 +20.1
RPG Invesco S&P 500 Pure Growth ETF 4.3 35 50 7.6 +22.4
IYG iShares US Financial Services ETF 4.3 39 46 8.0 +22.9
WOMN Impact Shares YWCA Women's Empowerment ETF 4.2 75 10 6.4 +21.2
IWF iShares Russell 1000 Growth ETF 4.2 18 67 5.9 +20.7
VONG Vanguard Russell 1000 Growth Index Fund 4.2 8 77 5.9 +20.8
SUSL iShares ESG MSCI USA Leaders ETF 4.2 10 75 6.5 +21.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 4.2 10 75 6.4 +21.2
QRMI Global X NASDAQ 100 Risk Managed Income ETF 4.2 60 25 6.0 +20.9
PNQI Invesco NASDAQ Internet ETF 4.2 60 25 3.8 +18.6
QYLD Global X NASDAQ 100 Covered Call ETF 4.2 60 25 5.9 +20.7
JHMF John Hancock Multifactor Financials ETF 4.2 40 45 8.5 +23.4
XLG Invesco S&P 500 Top 50 ETF 4.2 20 65 6.0 +20.9
IQSU IQ Candriam ESG US Equity ETF 4.2 9 76 6.1 +20.9
IYJ iShares U.S. Industrials ETF 4.2 39 46 6.1 +20.9
NUSI Nationwide Risk-Managed Income ETF 4.2 68 17 5.9 +20.8
ECOZ TrueMark ESG Active Opportunities ETF 4.2 58 27 5.3 +20.1
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 4.1 60 25 5.9 +20.7
OEF iShares S&P 100 ETF 4.1 20 65 6.3 +21.1
NACP Impact Shares NAACP Minority Empowerment ETF 4.1 49 36 6.3 +21.2
ITAN Sparkline Intangible Value ETF 4.1 50 35 7.9 +22.7
ACIO Aptus Collared Income Opportunity ETF 4.1 79 6 5.7 +20.5
QQQ Invesco QQQ Trust 4.1 20 65 6.3 +21.1
NULC Nuveen ESG Large-Cap ETF 4.1 20 65 6.2 +21.0
QQQM Invesco NASDAQ 100 ETF 4.1 15 70 6.7 +21.5
SPXV ProShares S&P 500 Ex-Health Care ETF 4.1 27 58 6.1 +20.9
MEME Roundhill MEME ETF 4.1 69 16 -4.0 +10.8
QTR Global X NASDAQ 100 Tail Risk ETF 4.0 60 25 6.0 +20.8
ADME Aptus Drawdown Managed Equity ETF 4.0 79 6 5.4 +20.2
QCLR Global X NASDAQ 100 Collar 95-110 ETF 4.0 60 25 6.0 +20.8
QGRO American Century STOXX U.S. Quality Growth ETF 4.0 29 56 5.7 +20.5
QUS SPDR MSCI USA StrategicFactors ETF 3.9 15 70 6.9 +21.7
JCTR JPMorgan Carbon Transition U.S. Equity ETF 3.9 15 70 6.1 +20.9
IAI iShares U.S. Broker-Dealers ETF 3.8 39 46 9.1 +23.9
VOOG Vanguard S&P 500 Growth ETF 3.8 10 75 6.4 +21.2
SPYG SPDR Portfolio S&P 500 Growth ETF 3.8 4 81 6.4 +21.3
IVW iShares S&P 500 Growth ETF 3.8 18 67 6.3 +21.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 3.8 7 78 6.3 +21.2
FTQI First Trust Nasdaq BuyWrite Income ETF 3.7 85 0 4.6 +19.4
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.7 57 28 6.0 +20.8
SPXN ProShares S&P 500 Ex-Financials ETF 3.7 27 58 6.3 +21.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 3.7 60 25 5.4 +20.2
IUSG iShares Core S&P US Growth ETF 3.7 4 81 6.5 +21.3
EQWL Invesco Russell Top 200 Equal Weight ETF 3.7 25 60 7.4 +22.2
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 3.7 21 64 4.7 +19.5
BKLC BNY Mellon US Large Cap Core Equity ETF 3.6 0 85 6.4 +21.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 3.6 10 75 6.0 +20.9
SPXE ProShares S&P 500 Ex-Energy ETF 3.6 27 58 6.4 +21.2
RDVY First Trust Rising Dividend Achievers ETF 3.6 50 35 9.2 +24.1
MBCC Monarch Blue Chips Core ETF 3.6 125 -40 4.2 +19.0
IWL iShares Russell Top 200 ETF 3.6 15 70 6.3 +21.1
SHE SPDR SSGA Gender Diversity Index ETF 3.6 20 65 6.6 +21.5
IVSG Invesco Select Growth ETF 3.6 48 37 4.3 +19.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.6 35 50 6.1 +21.0
EFIV SPDR S&P 500 ESG ETF 3.6 10 75 6.6 +21.4
VDNI V-Shares US Leadership Diversity ETF 3.6 29 56 6.8 +21.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 3.6 10 75 6.8 +21.6
GBUY Goldman Sachs Future Consumer Equity ETF 3.6 75 10 3.5 +18.3
WUGI Esoterica NextG Economy ETF 3.6 75 10 3.1 +17.9
ALFA AlphaClone Alternative Alpha ETF 3.6 65 20 0.0 +14.8
SNPE Xtrackers S&P 500 ESG ETF 3.6 10 75 6.6 +21.4
NZUS SPDR MSCI USA Climate Paris Aligned ETF 3.5 10 75 6.1 +20.9
MGC Vanguard Mega Cap Index Fund 3.5 7 78 6.3 +21.1
IUSA Amberwave Invest USA JSG Fund 3.4 67 18 6.6 +21.5
FSST Fidelity Sustainability U.S. Equity ETF 3.4 59 26 6.3 +21.1
ISHP First Trust S-Network E-Commerce ETF 3.4 60 25 5.9 +20.7
RECS Columbia Research Enhanced Core ETF 3.4 15 70 7.3 +22.1
LRND IQ U.S. Large Cap R&D Leaders ETF 3.4 14 71 8.0 +22.8
ESGV Vanguard ESG U.S. Stock ETF 3.4 9 76 6.4 +21.2
ENTR Entrepreneur 30 Fund 3.4 49 36 3.5 +18.3
PSET Principal Price Setters Index ETF 3.3 15 70 6.8 +21.7
TRFK Pacer Data and Digital Revolution ETF 3.3 60 25 6.5 +21.3
XVV iShares ESG Screened S&P 500 ETF 3.3 8 77 6.5 +21.4
IVLC Invesco US Large Cap Core ESG ETF 3.3 48 37 6.1 +20.9
MILN Global X Millennial Consumer ETF 3.3 50 35 3.2 +18.1
DAT ProShares Big Data Refiners ETF 3.3 58 27 0.7 +15.5
SUSA iShares MSCI USA ESG Select ETF 3.2 25 60 6.1 +20.9
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.2 50 35 6.7 +21.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 3.2 20 65 6.2 +21.0
ROCI ROC ETF 3.2 49 36 5.3 +20.1
VOTE Engine No. 1 Transform 500 ETF 3.2 5 80 6.4 +21.2
SFY SoFi Select 500 ETF 3.1 0 85 6.5 +21.3
PBP Invesco S&P 500 BuyWrite ETF 3.1 49 36 6.2 +21.0
XYLD Global X S&P 500 Covered Call ETF 3.1 60 25 6.1 +20.9
SOXQ Invesco PHLX Semiconductor ETF 3.1 19 66 8.7 +23.5
SOXX iShares PHLX Semiconductor ETF 3.1 40 45 8.6 +23.4
ESPO VanEck Video Gaming & eSports ETF 3.1 55 30 8.5 +23.3
SMH VanEck Semiconductor ETF 3.1 35 50 8.2 +23.1
XSD SPDR S&P Semiconductor ETF 3.1 35 50 7.7 +22.5
CLNR IQ Cleaner Transport ETF 3.1 45 40 7.6 +22.4
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 3.1 56 29 7.2 +22.0
IYW iShares U.S. Technology ETF 3.1 39 46 6.7 +21.5
ARVR First Trust Indxx Metaverse ETF 3.1 70 15 6.6 +21.4
ODDS Pacer BlueStar Digital Entertainment ETF 3.1 60 25 6.6 +21.4
VPN Global X Data Center REITs & Digital Infrastructure ETF 3.1 50 35 6.4 +21.2
CARZ First Trust NASDAQ Global Auto Index Fund 3.1 70 15 6.0 +20.8
XNTK SPDR NYSE Technology ETF 3.1 35 50 5.9 +20.8
BNGE First Trust S-Network Streaming and Gaming ETF 3.1 70 15 0.9 +15.7
LRNZ TrueMark Technology, AI & Deep Learning ETF 3.1 68 17 -0.6 +14.2
VERS ProShares Metaverse ETF 3.1 58 27 -4.5 +10.3
XRMI Global X S&P 500 Risk Managed Income ETF 3.1 60 25 6.2 +21.0
JQUA JPMorgan U.S. Quality Factor ETF 3.1 12 73 7.0 +21.8
MOAT VanEck Morningstar Wide Moat ETF 3.1 47 38 6.6 +21.5
OALC OneAscent Large Cap Core ETF 3.1 76 9 6.7 +21.5
ESGU iShares MSCI USA ESG Optimized ETF 3.1 15 70 6.3 +21.1
CTRU ARK Transparency ETF 3.1 55 30 0.0 +14.8
QVML Invesco S&P 500 QVM Multi-factor ETF 3.1 11 74 6.7 +21.5
XSW SPDR S&P Software & Services ETF 3.1 35 50 3.8 +18.6
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 3.1 60 25 5.5 +20.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 3.1 2 83 6.4 +21.2
AQGX AI Quality Growth ETF 3.1 97 -12 5.6 +20.5
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 3.1 20 65 6.4 +21.2
BOSS Global X Founder-Run Companies ETF 3.0 45 40 3.0 +17.8
XYLG Global X S&P 500 Covered Call & Growth ETF 3.0 60 25 6.1 +20.9
PBUS Invesco PureBeta MSCI USA ETF 3.0 4 81 6.4 +21.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3.0 11 74 6.3 +21.2
ILCB iShares Morningstar U.S. Equity ETF 3.0 3 82 6.4 +21.2
CATH Global X S&P 500 Catholic Values Custom ETF 3.0 29 56 6.2 +21.1
IVV iShares Core S&P 500 ETF 2.9 3 82 6.5 +21.3
VV Vanguard Large-Cap Index Fund 2.9 4 81 6.4 +21.2
SPY SPDR S&P 500 ETF Trust 2.9 9 76 6.5 +21.3
SPLG SPDR Portfolio S&P 500 ETF 2.9 3 82 6.5 +21.3
RFFC RiverFront Dynamic US Flex-Cap ETF 2.9 52 33 6.3 +21.2
KRE SPDR S&P Regional Banking ETF 2.9 35 50 9.5 +24.4
XTR Global X S&P 500 Tail Risk ETF 2.9 60 25 6.3 +21.1
VOO VANGUARD S&P 500 ETF 2.9 3 82 6.5 +21.3
XCLR Global X S&P 500 Collar 95-110 ETF 2.9 60 25 6.1 +20.9
DTEC ALPS Disruptive Technologies ETF 2.9 50 35 4.4 +19.2
PEXL Pacer US Export Leaders ETF 2.9 60 25 7.1 +21.9
EKAR Innovation Shares NextGen Vehicles & Technology ETF 2.9 65 20 6.2 +21.0
XVOL Acruence Active Hedge U.S. Equity ETF 2.8 83 2 5.9 +20.7
SCHX Schwab U.S. Large-Cap ETF 2.8 3 82 6.3 +21.2
LRGF iShares Edge MSCI Multifactor USA ETF 2.8 8 77 7.3 +22.2
QWLD SPDR MSCI World StrategicFactors ETF 2.8 30 55 7.0 +21.9
SCHK Schwab 1000 Index ETF 2.8 5 80 6.3 +21.2
LOPX Direxion Low Priced Stock ETF 2.8 50 35 0.0 +14.8
IYY iShares Dow Jones U.S. ETF 2.8 20 65 6.2 +21.0
IWB iShares Russell 1000 ETF 2.8 15 70 6.2 +21.1
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 2.8 45 40 6.2 +21.1
VONE Vanguard Russell 1000 ETF 2.7 8 77 6.3 +21.1
FTHI First Trust High Income ETF 2.7 85 0 4.7 +19.6
FTXL First Trust Nasdaq Semiconductor ETF 2.7 60 25 10.0 +24.8
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 2.7 47 38 -0.3 +14.6
CCOR Core Alternative ETF 2.7 107 -22 5.5 +20.3
IPO Renaissance IPO ETF 2.7 60 25 -28.1 -13.3
SPTM SPDR Portfolio Total Stock Market ETF 2.7 3 82 6.6 +21.4
RYF Invesco S&P 500 Equal Weight Financials ETF 2.7 40 45 8.6 +23.5
DFUS Dimensional U.S. Equity ETF 2.6 11 74 6.4 +21.2
SCHB Schwab U.S. Broad Market ETF 2.6 3 82 6.2 +21.0
JIG JPMorgan International Growth ETF 2.6 55 30 4.7 +19.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.6 3 82 6.1 +20.9
SPHQ Invesco S&P 500 Quality ETF 2.6 15 70 6.1 +20.9
FVAL Fidelity Value Factor ETF 2.6 29 56 9.9 +24.8
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 2.6 39 46 6.6 +21.4
IWV iShares Russell 3000 ETF 2.6 20 65 6.0 +20.9
FDVV Fidelity Core Dividend ETF 2.6 29 56 7.4 +22.2
QTUM Defiance Quantum ETF 2.6 40 45 5.0 +19.8
FBCG Fidelity Blue Chip Growth ETF 2.6 59 26 3.1 +17.9
VTI Vanguard Total Stock Market Index Fund 2.6 3 82 6.1 +20.9
SQEW LeaderShares Equity Skew ETF 2.6 75 10 5.6 +20.4
VTHR Vanguard Russell 3000 Index Fund 2.6 10 75 6.1 +20.9
JHMT John Hancock Multifactor Technology ETF 2.6 40 45 7.2 +22.0
QLV FlexShares US Quality Low Volatility Index Fund 2.6 22 63 6.0 +20.8
KNGS UPHOLDINGS Compound Kings ETF 2.5 60 25 5.4 +20.2
IBUY Amplify Online Retail ETF 2.5 65 20 -4.9 +9.9
KRMA Global X Conscious Companies ETF 2.5 43 42 6.6 +21.4
WCLD WisdomTree Cloud Computing Fund 2.5 45 40 -3.2 +11.6
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 2.5 15 70 6.5 +21.3
XITK SPDR FactSet Innovative Technology ETF 2.5 45 40 -4.5 +10.3
JSTC Adasina Social Justice All Cap Global ETF 2.4 89 -4 6.4 +21.2
ACVF American Conservative Values ETF 2.4 75 10 5.6 +20.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.4 30 55 6.3 +21.2
FDLO Fidelity Low Volatility Factor ETF 2.4 29 56 6.1 +20.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.4 14 71 6.4 +21.2
VIG Vanguard Dividend Appreciation Index Fund 2.4 6 79 6.5 +21.4
JOYY Infusive Compounding Global Equities ETF 2.3 51 34 0.0 +14.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.3 49 36 6.0 +20.8
TOK iShares MSCI Kokusai ETF 2.3 25 60 6.5 +21.3
FDWM Fidelity Women's Leadership ETF 2.3 59 26 6.3 +21.1
QDF FlexShares Quality Dividend Index Fund 2.3 37 48 8.1 +22.9
QDEF FlexShares Quality Dividend Defensive Index Fund 2.3 37 48 7.6 +22.5
KOKU Xtrackers MSCI Kokusai Equity ETF 2.3 9 76 6.8 +21.6
IYF iShares U.S. Financials ETF 2.3 39 46 7.9 +22.7
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 2.3 20 65 7.1 +22.0
WTAI WisdomTree Artificial Intelligence and Innovation Fund 2.3 45 40 2.5 +17.3
PFM Invesco Dividend Achievers ETF 2.3 53 32 6.4 +21.2
JMOM JPMorgan U.S. Momentum Factor ETF 2.2 12 73 6.5 +21.3
JEPI JPMorgan Equity Premium Income ETF 2.2 35 50 5.8 +20.6
URTH iShares MSCI World ETF 2.2 24 61 6.6 +21.5
FIVG Defiance Next Gen Connectivity ETF 2.2 30 55 7.1 +22.0
KBE SPDR S&P Bank ETF 2.1 35 50 10.4 +25.2
QLC FlexShares US Quality Large Cap Index Fund 2.1 25 60 7.2 +22.1
DFAU Dimensional US Core Equity Market ETF 2.1 12 73 6.5 +21.4
GSPY Gotham Enhanced 500 ETF 2.1 50 35 7.0 +21.9
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 2.1 25 60 6.7 +21.5
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 2.1 17 68 6.6 +21.5
NXTG First Trust Indxx NextG ETF 2.1 70 15 7.2 +22.0
ESG FlexShares STOXX US ESG Impact Index Fund 2.0 32 53 6.3 +21.2
AIQ Global X Future Analytics Tech ETF 2.0 68 17 5.8 +20.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.0 20 65 6.9 +21.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.0 12 73 6.5 +21.3
EPS WisdomTree U.S. Earnings 500 Fund 2.0 8 77 7.8 +22.7
VFH Vanguard Financials Index Fund 2.0 10 75 8.5 +23.3
FNCL Fidelity MSCI Financials Index ETF 2.0 8 77 8.5 +23.4
ACWI iShares MSCI ACWI ETF 2.0 32 53 6.7 +21.6
DGT SPDR Global Dow ETF 2.0 50 35 7.8 +22.6
AILG Alpha Intelligent - Large Cap Growth ETF 1.9 85 0 4.7 +19.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.9 9 76 7.0 +21.9
WRND IQ Global Equity R&D Leaders ETF 1.9 18 67 8.7 +23.5
XT iShares Exponential Technologies ETF 1.9 46 39 4.3 +19.1
FDRR Fidelity Dividend ETF for Rising Rates 1.9 29 56 8.1 +22.9
SDEP SFP Core Equity Strategy 1.9 0 85 7.7 +22.5
GRZZ Grizzle Growth ETF 1.9 75 10 7.6 +22.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 1.9 48 37 7.3 +22.2
DJIA Global X Dow 30 Covered Call ETF 1.9 60 25 7.2 +22.0
EDOW First Trust Dow 30 Equal Weight ETF 1.9 50 35 7.2 +22.0
TDV ProShares S&P Technology Dividend Aristocrats ETF 1.9 46 39 7.1 +21.9
DEIF Sterling Capital Diverse Multi-Manager Active ETF 1.9 65 20 7.1 +21.9
GFGF Guru Favorite Stocks ETF 1.9 65 20 6.9 +21.7
PFI Invesco DWA Financial Momentum ETF 1.9 60 25 6.9 +21.7
DIVO Amplify YieldShares CWP Dividend & Option Income ETF 1.9 55 30 6.8 +21.6
DIA SPDR Dow Jones Industrial Average ETF Trust 1.9 16 69 6.6 +21.4
FTCS First Trust Capital Strength ETF 1.9 55 30 6.5 +21.3
BTHM BlackRock Future U.S. Themes ETF 1.9 60 25 6.5 +21.3
YLDE ClearBridge Dividend Strategy ESG ETF 1.9 59 26 6.3 +21.2
LVOL American Century Low Volatility ETF 1.9 29 56 5.8 +20.6
NZRO Strategy Shares Halt Climate Change ETF 1.9 95 -10 1.9 +16.7
HAPY Harbor Corporate Culture Leaders ETF 1.8 36 49 3.2 +18.0
XLF Financial Select Sector SPDR Fund 1.8 10 75 8.1 +22.9
KOMP SPDR Kensho New Economies Composite ETF 1.8 20 65 0.8 +15.6
DUSA Davis Select U.S. Equity ETF 1.8 61 24 10.6 +25.5
ADIV SmartETFs Asia Pacific Dividend Builder ETF 1.8 78 7 10.6 +25.4
LVHI Legg Mason International Low Volatility High Dividend ETF 1.8 40 45 10.0 +24.8
AIA iShares Asia 50 ETF 1.8 50 35 9.8 +24.7
DWLD Davis Select Worldwide ETF 1.8 62 23 9.2 +24.0
DFNL Davis Select Financial ETF 1.8 62 23 8.7 +23.5
ASEA Global X Southeast Asia ETF 1.8 65 20 7.4 +22.3
DINT Davis Select International ETF 1.8 64 21 6.8 +21.7
BBAX JPMorgan BetaBuilders Developed Asia ex-Japan ETF 1.8 19 66 6.1 +20.9
EPP iShares MSCI Pacific ex-Japan ETF 1.8 47 38 5.6 +20.4
EWS iShares MSCI Singapore ETF 1.8 50 35 4.8 +19.6
ARGT Global X MSCI Argentina ETF 1.8 59 26 6.6 +21.4
EMFQ Amplify Emerging Markets FinTech ETF 1.8 69 16 6.3 +21.1
EWEB Global X Emerging Markets Internet & E-commerce ETF 1.8 65 20 4.8 +19.6
CGXU Capital Group International Focus Equity ETF 1.8 54 31 4.5 +19.3
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.8 75 10 4.5 +19.3
EBIZ Global X E-Commerce ETF 1.8 50 35 2.7 +17.5
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 1.8 86 -1 2.0 +16.8
KEMQ Kraneshares Emerging Markets Consumer Technology Index ETF 1.8 59 26 1.3 +16.1
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 1.8 86 -1 1.0 +15.8
ONLN ProShares Online Retail ETF 1.8 58 27 -5.5 +9.3
WWOW Direxion World Without Waste ETF 1.8 50 35 0.0 +14.8
IDRV iShares Self-driving EV & Tech ETF 1.8 47 38 7.8 +22.6
PSI Invesco Dynamic Semiconductors ETF 1.8 56 29 7.8 +22.6
MOTO SmartETFs Smart Transportation & Technology ETF 1.8 68 17 7.8 +22.6
VIRS Pacer BioThreat Strategy ETF 1.8 70 15 7.3 +22.1
FMET Fidelity Metaverse ETF 1.8 39 46 6.5 +21.3
FEVR Inspire Faithward Large Cap Momentum ESG ETF 1.8 80 5 6.0 +20.8
RUFF Alpha Dog ETF 1.8 90 -5 5.8 +20.6
LIV Emles (a)Home ETF 1.8 49 36 5.6 +20.5
UBCB UBC Algorithmic Fundamentals ETF 1.8 75 10 5.5 +20.3
GK AdvisorShares Gerber Kawasaki ETF 1.8 81 4 5.2 +20.0
DRIV Global X Autonomous & Electric Vehicles ETF 1.8 68 17 5.0 +19.8
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.8 55 30 4.7 +19.5
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 1.8 63 22 4.2 +19.0
VNSE Natixis Vaughan Nelson Select ETF 1.8 80 5 4.0 +18.8
IQM Franklin Intelligent Machines ETF 1.8 50 35 3.9 +18.7
BOTZ Global X Robotics & Artificial Intelligence ETF 1.8 68 17 2.7 +17.5
FFND Future Fund Active ETF 1.8 101 -16 2.6 +17.5
SPRX Spear Alpha ETF 1.8 75 10 2.2 +17.0
FDRV Fidelity Electric Vehicles and Future Transportation ETF 1.8 39 46 -1.2 +13.6
OND ProShares On-Demand ETF 1.8 58 27 -6.0 +8.8
AVDG AVDR US LargeCap ESG ETF 1.8 60 25 0.0 +14.8
VT Vanguard Total World Stock ETF 1.8 7 78 6.8 +21.6
LEAD Siren DIVCON Leaders Dividend ETF 1.8 43 42 8.2 +23.0
IVE iShares S&P 500 Value ETF 1.8 18 67 6.9 +21.7
VOOV Vanguard S&P 500 Value ETF 1.8 10 75 7.0 +21.8
SPYV SPDR Portfolio S&P 500 Value ETF 1.7 4 81 7.1 +21.9
BIBL Inspire ETF 1.7 35 50 5.6 +20.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.7 9 76 6.4 +21.3
ETHO Etho Climate Leadership U.S. ETF 1.7 47 38 4.7 +19.5
IXG iShares Global Financials ETF 1.7 40 45 9.3 +24.1
JHML John Hancock Multifactor Large Cap ETF 1.7 29 56 6.7 +21.5
IUSV iShares Core S&P U.S. Value ETF 1.7 4 81 7.1 +21.9
FDN First Trust Dow Jones Internet Index Fund 1.7 51 34 3.7 +18.5
GAMR ETFMG Video Game Tech ETF 1.7 75 10 8.6 +23.4
ARKQ Ark Autonomous Tech. & Robotics ETF 1.6 75 10 0.8 +15.6
GENY Principal Millennials Index ETF 1.6 45 40 5.3 +20.1
FCLD Fidelity Cloud Computing ETF 1.6 39 46 5.4 +20.2
REVS Columbia Research Enhanced Value ETF 1.6 19 66 9.1 +23.9
KBWB Invesco KBW Bank ETF 1.6 35 50 11.1 +25.9
IAT iShares U.S. Regional Banks ETF 1.6 39 46 10.1 +25.0
UGCE Uncommon Portfolio Design Core Equity ETF 1.6 65 20 0.0 +14.8
OGIG O'Shares Global Internet Giants ETF 1.6 48 37 0.6 +15.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.6 9 76 6.7 +21.5
AVUS Avantis U.S. Equity ETF 1.6 15 70 7.2 +22.0
FEMA Procure Disaster Recovery Strategy ETF 1.6 75 10 5.4 +20.3
CGGR Capital Group Growth ETF 1.6 39 46 5.0 +19.8
STLG iShares Factors US Growth Style ETF 1.6 25 60 8.5 +23.4
DIVB iShares U.S. Dividend & Buyback ETF 1.6 5 80 8.1 +22.9
RYJ Invesco Raymond James SB-1 Equity ETF 1.6 81 4 4.2 +19.0
PZLD Puzzle Divdend Leaders 1.6 10 75 7.2 +22.1
KVLE KFA Value Liner Dynamic Core Equity Index ETF 1.6 55 30 6.6 +21.4
DIVS SmartETFs Dividend Builder ETF 1.6 65 20 5.6 +20.4
FMIL Fidelity New Millennium ETF 1.6 59 26 6.8 +21.6
FPX First Trust US IPO Index Fund 1.6 57 28 1.8 +16.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.6 20 65 7.6 +22.4
IWX iShares Russell Top 200 Value ETF 1.5 20 65 7.5 +22.3
LGLV SPDR Russell 1000 Low Volatility ETF 1.5 12 73 5.8 +20.6
CBSE Changebridge Capital Sustainable Equity ETF 1.5 85 0 0.1 +14.9
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.5 38 47 7.1 +21.9
BTEK BlackRock Future Tech ETF 1.5 88 -3 0.8 +15.7
RESP WisdomTree US ESG Fund of Benef Interest 1.5 28 57 7.6 +22.4
VSLU Applied Finance Valuation Large Cap ETF 1.5 49 36 7.7 +22.6
EQUL IQ Engender Equality ETF 1.5 45 40 7.5 +22.3
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.5 85 0 4.9 +19.7
CGUS Capital Group Core Equity ETF 1.4 33 52 6.5 +21.3
GURU Global X Guru Index ETF 1.4 75 10 4.5 +19.3
FUNL CornerCap Fundametrics Large-Cap ETF 1.4 50 35 8.3 +23.1
FLLV Franklin Liberty U.S. Low Volatility ETF 1.4 29 56 6.4 +21.2
TTAC TrimTabs US Free Cash Flow Quality ETF 1.4 59 26 7.1 +21.9
ROUS Hartford Multifactor US Equity ETF 1.4 19 66 8.1 +22.9
SIXA 6 Meridian Mega Cap Equity ETF 1.4 82 3 7.6 +22.5
ROBO Robo Global Robotics & Automation Index ETF 1.4 95 -10 3.4 +18.2
UVDV UVA Dividend Value ETF 1.4 80 5 7.4 +22.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.4 18 67 6.4 +21.2
TINY ProShares Nanotechnology ETF 1.4 58 27 2.0 +16.8
FLRG Fidelity U.S. Multifactor ETF 1.4 29 56 8.2 +23.0
EUSA iShares MSCI USA Equal Weighted ETF 1.4 9 76 6.4 +21.2
DFAC Dimensional U.S. Core Equity 2 ETF 1.3 19 66 7.0 +21.8
IEDI iShares Evolved U.S. Discretionary Spending ETF 1.3 18 67 5.0 +19.9
IUS Invesco Strategic US ETF 1.3 19 66 7.8 +22.6
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 1.3 69 16 7.6 +22.4
SIXH 6 Meridian Hedged Equity-Index Option Strategy ETF 1.3 87 -2 7.2 +22.0
SIZE iShares MSCI USA Size Factor ETF 1.3 15 70 6.2 +21.0
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.3 12 73 6.4 +21.2
DUHP Dimensional US High Profitability ETF 1.3 22 63 8.2 +23.1
UAV AdvisorShares Drone Technology ETF 1.3 99 -14 5.2 +20.0
NIFE Direxion Fallen Knives ETF 1.3 50 35 0.0 +14.8
DGRW WisdomTree U.S. Quality Dividend Growth Fund 1.2 28 57 7.2 +22.0
ESGG FlexShares STOXX Global ESG Impact Index Fund 1.2 42 43 6.7 +21.5
QLVD FlexShares Developed Markets ex-US Quality Low Volatility Id 1.2 32 53 6.2 +21.0
USMV iShares Edge MSCI Min Vol USA ETF 1.2 15 70 6.2 +21.0
IWD iShares Russell 1000 Value ETF 1.2 18 67 7.4 +22.2
VONV Vanguard Russell 1000 Value Index Fund 1.2 8 77 7.5 +22.3
MOTE VanEck Morningstar ESG Moat ETF 1.2 49 36 6.6 +21.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.2 75 10 6.2 +21.1
DFND Siren DIVCON Dividend Defender ETF 1.1 150 -65 7.2 +22.0
JIDA JPMorgan ActiveBuilders International Equity ETF 1.1 25 60 7.8 +22.6
RNLC Large Cap US Equity Select ETF 1.1 60 25 7.3 +22.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.1 29 56 6.0 +20.8
RSP Invesco S&P 500 Equal Weight ETF 1.1 20 65 6.9 +21.7
DGRO iShares Core Dividend Growth ETF 1.1 8 77 7.7 +22.5
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.1 52 33 7.9 +22.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.1 19 66 7.4 +22.2
EFAV iShares Edge MSCI Min Vol EAFE ETF 1.1 20 65 5.8 +20.6
DEF Invesco Defensive Equity ETF 1.1 55 30 6.1 +21.0
ARKG ARK Genomic Revolution ETF 1.0 75 10 -3.7 +11.2
USMF WisdomTree U.S. Multifactor Fund 1.0 28 57 8.2 +23.1
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 1.0 35 50 9.7 +24.5
CFA VictoryShares US 500 Volatility Weighted Index ETF 1.0 35 50 7.0 +21.8
AVDR AVDR US LargeCap Leading ETF 1.0 60 25 0.0 +14.8
FFTY Innovator IBD 50 ETF 1.0 80 5 7.4 +22.3
WGRO WisdomTree U.S. Growth & Momentum Fund 1.0 55 30 7.4 +22.2
DSTL Distillate US Fundamental Stability & Value ETF 1.0 39 46 8.0 +22.8
IDHD Invesco S&P Intl Developed High Dividend Low Volatility ETF 1.0 30 55 7.4 +22.2
FCPI Fidelity Stocks for Inflation ETF 1.0 29 56 9.1 +23.9
VXF Vanguard Extended Market Index Fund 1.0 6 79 3.8 +18.6
DURA VanEck Morningstar Durable Dividend ETF 1.0 29 56 8.4 +23.2
JOET Virtus Terranova US Quality Momentum ETF 1.0 29 56 6.9 +21.7
QDIV Global X S&P 500 Quality Dividend ETF 1.0 20 65 9.1 +23.9
VLU SPDR S&P 1500 Value Tilt ETF 1.0 12 73 8.3 +23.1
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.0 7 78 9.8 +24.6
FXO First Trust Financials AlphaDEX Fund 0.9 61 24 11.1 +26.0
RAFE PIMCO RAFI ESG U.S. ETF 0.9 29 56 8.8 +23.6
FXL First Trust Technology AlphaDEX Fund 0.9 61 24 8.6 +23.4
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.9 8 77 5.7 +20.6
KLDW Gavekal Knowledge Leaders Developed World ETF 0.9 75 10 4.8 +19.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.9 65 20 3.1 +17.9
TPLC Timothy Plan US Large Cap Core ETF 0.9 52 33 6.3 +21.1
QDYN FlexShares Quality Dividend Dynamic Index Fund 0.9 37 48 8.9 +23.7
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.9 69 16 7.4 +22.2
SPGP Invesco S&P 500 GARP ETF 0.9 36 49 9.3 +24.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.9 65 20 5.4 +20.2
FLAX Franklin FTSE Asia Ex Japan ETF 0.9 19 66 8.2 +23.0
HAIL SPDR S&P Kensho Smart Mobility ETF 0.9 45 40 -1.7 +13.1
PDP Invesco DWA Momentum ETF 0.8 62 23 5.1 +19.9
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 0.8 80 5 6.0 +20.8
SPLV Invesco S&P 500 Low Volatility ETF 0.8 25 60 6.1 +20.9
BFOR Barron's 400 ETF 0.8 65 20 8.9 +23.7
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 0.8 25 60 6.3 +21.1
SPMV Invesco S&P 500 Minimum Variance ETF 0.8 10 75 6.4 +21.2
VCR Vanguard Consumer Discretionary Index Fund 0.8 10 75 5.7 +20.6
IPAC iShares Core MSCI Pacific ETF 0.8 9 76 6.7 +21.5
IVES Wedbush ETFMG Global Cloud Technology ETF 0.8 68 17 4.5 +19.3
FNDX Schwab Fundamental U.S. Large Co. Index ETF 0.8 25 60 7.8 +22.6
ISCG iShares Morningstar Small-Cap Growth ETF 0.7 6 79 1.4 +16.2
DIHP Dimensional International High Profitability ETF 0.7 29 56 7.9 +22.7
WKLY SoFi Weekly Dividend ETF 0.7 49 36 8.3 +23.1
ECNS iShares MSCI China Small-Cap ETF 0.7 57 28 10.8 +25.7
FNDB Schwab Fundamental U.S. Broad Market Index ETF 0.7 25 60 7.7 +22.5
DOL WisdomTree International LargeCap Dividend Fund 0.7 48 37 8.3 +23.1
DLN WisdomTree U.S. LargeCap Dividend Fund 0.7 28 57 7.2 +22.0
ACWV iShares MSCI Global Min Vol Factor ETF 0.7 20 65 6.9 +21.7
RWL Invesco S&P 500 Revenue ETF 0.7 39 46 7.3 +22.1
VPL Vanguard FTSE Pacific ETF 0.7 8 77 7.2 +22.0
JIRE JPMorgan International Research Enhanced Equity ETF 0.7 24 61 7.2 +22.0
HLAL Wahed FTSE USA Shariah ETF 0.7 50 35 6.1 +20.9
DTD WisdomTree U.S.Total Dividend Fund 0.6 28 57 7.4 +22.2
JEMA JPMorgan Emerging Markets Equity Core ETF 0.6 39 46 7.8 +22.6
PRF Invesco FTSE RAFI US 1000 ETF 0.6 39 46 7.7 +22.5
VOT Vanguard Mid-Cap Growth Index Fund 0.6 7 78 4.8 +19.6
FYC First Trust Small Cap Growth AlphaDEX Fund 0.6 70 15 1.9 +16.7
CGGO Capital Group Global Growth Equity ETF 0.6 47 38 4.7 +19.5
ILCV iShares Morningstar Value ETF 0.6 4 81 7.6 +22.4
DMXF iShares ESG Advanced MSCI EAFE ETF 0.6 12 73 6.9 +21.8
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 0.6 29 56 8.0 +22.9
IDLV Invesco S&P International Developed Low Volatility ETF 0.6 25 60 6.1 +20.9
SSPY Syntax Stratified LargeCap ETF 0.6 30 55 7.2 +22.0
NTZG Nuveen Global Net Zero Transition ETF 0.6 55 30 5.7 +20.5
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.5 47 38 9.9 +24.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 0.5 35 50 9.9 +24.7
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 0.5 35 50 7.2 +22.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.5 30 55 9.3 +24.1
FVD First Trust Value Line Dividend Index Fund 0.5 67 18 6.3 +21.1
DWM WisdomTree International Equity Fund 0.5 48 37 8.2 +23.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.5 29 56 7.6 +22.4
YPS Arrow Reverse Cap 500 ETF 0.5 29 56 6.6 +21.4
EQAL Invesco Russell 1000 Equal Weight ETF 0.5 20 65 6.7 +21.5
IJK iShares S&P Mid-Cap 400 Growth ETF 0.5 17 68 7.1 +21.9
SCHM Schwab U.S. Mid-Cap ETF 0.5 4 81 6.3 +21.1
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.5 15 70 7.1 +21.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.5 15 70 7.0 +21.8
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.5 40 45 8.5 +23.3
BKSE BNY Mellon US Small Cap Core Equity ETF 0.5 4 81 5.9 +20.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.5 70 15 2.4 +17.3
ERSX ERShares NextGen Entrepreneurs ETF 0.5 75 10 6.9 +21.7
TMFX Motley Fool Next Index ETF 0.5 50 35 3.9 +18.7
VUSE Vident Core US Equity Fund 0.5 50 35 10.5 +25.4
QEFA SPDR MSCI EAFE Quality Mix ETF 0.5 30 55 6.8 +21.7
IMTM iShares Edge MSCI Intl Momentum Factor ETF 0.5 30 55 7.4 +22.2
USVT US Value ETF 0.5 49 36 11.4 +26.2
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.5 20 65 7.4 +22.2
JHSC John Hancock Multifactor Small Cap ETF 0.5 42 43 6.5 +21.4
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.5 52 33 5.9 +20.7
PGJ Invesco Golden Dragon China ETF 0.5 70 15 2.9 +17.7
CVAR Cultivar ETF 0.5 87 -2 8.3 +23.1
SMDY Syntax Stratified MidCap ETF 0.5 35 50 7.5 +22.3
SCHA Schwab U.S. Small-Cap ETF 0.5 4 81 5.4 +20.2
IWS iShares Russell Mid-Cap Value ETF 0.5 23 62 7.2 +22.0
FLDZ RiverNorth Volition America Patriot ETF 0.5 70 15 5.6 +20.5
MGV Vanguard Mega Cap Value ETF 0.5 7 78 7.6 +22.4
ISCB iShares Morningstar Small-Cap ETF 0.5 4 81 5.0 +19.8
VYMI Vanguard International High Dividend Yield ETF 0.4 22 63 10.2 +25.1
VYM Vanguard High Dividend Yield Index ETF 0.4 6 79 7.9 +22.7
VFMV Vanguard U.S. Minimum Volatility ETF 0.4 13 72 6.7 +21.5
AVIV Avantis International Large Cap Value ETF 0.4 25 60 10.5 +25.3
XJH iShares ESG Screened S&P Mid-Cap ETF 0.4 12 73 7.7 +22.5
IQSI IQ Candriam ESG International Equity ETF 0.4 15 70 6.9 +21.7
FTXO First Trust Nasdaq Bank ETF 0.4 60 25 10.5 +25.3
TPIF Timothy Plan International ETF 0.4 62 23 6.8 +21.6
VFLQ Vanguard U.S. Liquidity Factor ETF 0.4 13 72 4.6 +19.4
SFYX Sofi Next 500 ETF 0.4 0 85 6.1 +21.0
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 0.4 15 70 8.8 +23.7
IMCV iShares Morningstar Mid-Cap Value ETF 0.4 6 79 8.3 +23.1
MDY SPDR S&P Midcap 400 ETF Trust 0.4 22 63 7.5 +22.3
RNMC Mid Cap US Equity Select ETF 0.4 60 25 8.9 +23.8
CEFA Global X S&P Catholic Values Developed ex-U.S. ETF 0.4 35 50 6.8 +21.6
JPIN JPMorgan Diversified Return International Equity ETF 0.4 37 48 8.8 +23.6
IJH iShares Core S&P Mid-Cap ETF 0.4 5 80 7.7 +22.5
SPMD SPDR Portfolio Mid Cap ETF 0.4 5 80 7.7 +22.5
IVOO Vanguard S&P Mid-Cap 400 ETF 0.4 10 75 7.6 +22.4
VTV Vanguard Value Index Fund 0.4 4 81 7.7 +22.5
PDEV Principal International Multi-Factor Core Index ETF 0.4 25 60 0.0 +14.8
VBR Vanguard Small Cap Value Index Fund 0.4 7 78 8.4 +23.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.4 7 78 5.9 +20.7
VB Vanguard Small-Cap ETF 0.4 5 80 5.8 +20.6
VBK Vanguard Small-Cap Growth Index Fund 0.4 7 78 1.5 +16.3
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 0.4 35 50 7.9 +22.8
SPXT ProShares S&P 500 Ex-Technology ETF 0.4 27 58 6.5 +21.3
SCHV Schwab U.S. Large-Cap Value ETF 0.4 4 81 7.4 +22.3
VFVA Vanguard U.S. Value Factor ETF 0.4 13 72 11.6 +26.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.4 63 22 3.6 +18.4
ESGD iShares MSCI EAFE ESG Optimized ETF 0.4 20 65 6.8 +21.6
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.4 20 65 6.6 +21.5
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.4 95 -10 2.6 +17.4
HFXI IQ 50 Percent Hedged FTSE International ETF 0.4 20 65 7.4 +22.2
IWN iShares Russell 2000 Value ETF 0.4 23 62 6.1 +20.9
PBSM Invesco PureBeta MSCI USA Small Cap ETF 0.4 6 79 5.6 +20.5
VTWV Vanguard Russell 2000 Value Index Fund 0.3 15 70 6.1 +20.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.3 15 70 7.8 +22.6
CWI SPDR MSCI ACWI ex-US ETF 0.3 30 55 7.4 +22.2
DWMF WisdomTree International Multifactor Fund 0.3 38 47 9.3 +24.1
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.3 25 60 7.8 +22.6
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.3 35 50 7.2 +22.0
EFG iShares MSCI EAFE Growth ETF 0.3 35 50 4.9 +19.7
EFV iShares MSCI EAFE Value ETF 0.3 35 50 8.9 +23.7
EFA iShares MSCI EAFE ETF 0.3 32 53 6.8 +21.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.3 25 60 7.1 +22.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.3 9 76 4.8 +19.6
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.3 80 5 8.4 +23.2
CIL VictoryShares International Volatility Weighted Index ETF 0.3 45 40 7.3 +22.1
BKIE BNY Mellon International Equity ETF 0.3 4 81 7.5 +22.4
GSID Goldman Sachs MarketBeta International Equity ETF 0.3 20 65 7.1 +21.9
HKND Humankind US Stock ETF 0.3 11 74 7.9 +22.7
HLGE Hartford Longevity Economy ETF 0.3 44 41 8.6 +23.4
VO Vanguard Mid-Cap Index Fund 0.3 4 81 6.5 +21.3
IWM iShares Russell 2000 ETF 0.3 19 66 4.1 +19.0
IWR iShares Russell Midcap ETF 0.3 18 67 6.3 +21.1
IGV iShares Expanded Tech-Software ETF 0.3 40 45 4.5 +19.3
PBDM Invesco PureBeta FTSE Developed ex-North America ETF 0.3 7 78 7.3 +22.1
EWMC Invesco S&P MidCap 400 Equal Weight ETF 0.3 40 45 7.6 +22.4
VTWO Vanguard Russell 2000 Index Fund 0.3 10 75 4.1 +19.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.3 24 61 8.2 +23.0
RDMX SPDR Bloomberg SASB Developed Markets EX US ESG Select ETF 0.3 12 73 7.9 +22.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.3 15 70 8.2 +23.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.3 39 46 4.9 +19.7
IJJ iShares S&P Mid-Cap 400 Value ETF 0.3 18 67 8.2 +23.0
IEFA iShares Core MSCI EAFE ETF 0.3 7 78 6.9 +21.7
BLES Inspire Global Hope Large Cap ETF 0.3 49 36 6.6 +21.4
MDYV SPDR S&P 400 Mid Cap Value ETF 0.3 15 70 8.3 +23.1
IMCB iShares Morningstar Mid-Cap ETF 0.3 4 81 6.6 +21.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.3 4 81 6.6 +21.4
PQIN PGIM QMA Strategic Alpha International Equity ETF 0.3 29 56 8.3 +23.2
SPDW SPDR Portfolio Developed World ex-US ETF 0.3 4 81 6.9 +21.7
PXUS Principal International Adaptive Multi-Factor ETF 0.3 24 61 7.9 +22.7
DFAI Dimensional International Core Equity Market ETF 0.3 18 67 6.8 +21.7
FSMD Fidelity Small-Mid Factor ETF 0.3 29 56 8.4 +23.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.3 35 50 7.7 +22.5
DEW WisdomTree Global High Dividend Fund 0.3 58 27 9.8 +24.6
SCHF Schwab International Equity ETF 0.3 6 79 7.5 +22.3
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.3 29 56 9.5 +24.3
AIEQ AI Powered Equity ETF 0.3 75 10 2.9 +17.8
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.3 25 60 6.7 +21.5
IDEV iShares Core MSCI International Developed Markets ETF 0.3 4 81 6.9 +21.8
VALQ American Century STOXX U.S. Quality Value ETF 0.3 29 56 10.3 +25.1
VSGX Vanguard ESG International Stock ETF 0.3 12 73 7.2 +22.0
IWO iShares Russell 2000 Growth ETF 0.3 23 62 2.1 +16.9
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 0.2 17 68 5.6 +20.4
VTWG Vanguard Russell 2000 Growth Index Fund 0.2 15 70 2.0 +16.9
JHMD John Hancock Multifactor Developed International ETF 0.2 39 46 7.6 +22.4
VEA Vanguard FTSE Developed Markets ETF 0.2 5 80 7.2 +22.0
EZM WisdomTree U.S. MidCap Earnings Fund 0.2 38 47 10.3 +25.2
ISMD Inspire Small/Mid Cap Impact ETF 0.2 48 37 6.6 +21.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.2 18 67 8.3 +23.2
RYLD Global X Russell 2000 Covered Call ETF 0.2 60 25 3.7 +18.5
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.2 45 40 8.1 +22.9
NUSC Nuveen ESG Small-Cap ETF 0.2 30 55 5.9 +20.7
AVDE Avantis International Equity ETF 0.2 23 62 8.2 +23.0
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.2 29 56 7.6 +22.4
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.2 41 44 7.6 +22.4
RNDM First Trust Developed International Equity Select ETF 0.2 65 20 6.4 +21.3
GVLU Gotham 1000 Value ETF 0.2 50 35 10.4 +25.2
ACWX iShares MSCI ACWI ex U.S. ETF 0.2 32 53 7.5 +22.3
DFIC Dimensional International Core Equity 2 ETF 0.2 23 62 7.1 +21.9
JHMM John Hancock Multifactor Mid Cap ETF 0.2 41 44 7.5 +22.3
AVSC Avantis U.S Small Cap Equity ETF 0.2 25 60 5.2 +20.1
XWEB SPDR S&P Internet ETF 0.2 35 50 -5.2 +9.6
VEU Vanguard FTSE All-World ex-US Index Fund 0.2 7 78 7.6 +22.4
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.2 39 46 7.4 +22.2
ISCV iShares Morningstar Small Cap Value ETF 0.2 6 79 8.2 +23.0
CIZ VictoryShares Developed Enhanced Volatility Weighted Index E 0.2 45 40 7.7 +22.5
FTC First Trust Large Cap Growth AlphaDEX Fund 0.2 59 26 5.0 +19.9
ONEO SPDR Russell 1000 Momentum Focus ETF 0.2 20 65 8.5 +23.4
VXUS Vanguard Total International Stock ETF 0.2 7 78 7.4 +22.3
SMMD iShares Russell 2500 ETF 0.2 15 70 6.1 +20.9
IXUS ishares Core MSCI Total International Stock ETF 0.2 7 78 7.4 +22.2
JSML Janus Henderson Small Cap Growth Alpha ETF 0.2 30 55 10.8 +25.6
FNDF Schwab Fundamental International Large Co. Index ETF 0.2 25 60 8.5 +23.3
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 46 9.9 +24.7
FNX First Trust Mid Cap Core AlphaDEX Fund 0.2 59 26 8.2 +23.0
RNDV US Equity Dividend Select ETF 0.2 50 35 9.3 +24.1
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 60 9.7 +24.5
INTF iShares Edge MSCI Multifactor Intl ETF 0.2 15 70 8.3 +23.1
QINT American Century Quality Diversified International ETF 0.2 39 46 8.4 +23.2
IMCG iShares Morningstar Mid-Cap Growth ETF 0.1 6 79 4.9 +19.7
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.1 25 60 8.2 +23.0
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 0.1 17 68 8.1 +22.9
SDGA Impact Shares Sustainable Development Goals Global ETF 0.1 75 10 7.2 +22.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 46 7.9 +22.7
FYX First Trust Small Cap Core AlphaDEX Fund 0.1 61 24 8.8 +23.6
ISZE iShares Edge MSCI Intl Size Factor ETF 0.1 30 55 6.4 +21.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 31 54 9.2 +24.0
FEX First Trust Large Cap Core AlphaDEX Fund 0.1 59 26 7.5 +22.3
IUSS Invesco Strategic US Small Company ETF 0.1 23 62 6.8 +21.7
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.1 20 65 8.0 +22.9
AFLG First Trust Active Factor Large Cap ETF 0.1 55 30 7.4 +22.2
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.1 68 17 6.5 +21.3
RODE Hartford Multifactor Diversified International ETF 0.1 29 56 12.5 +27.3
DON WisdomTree U.S. MidCap Dividend Fund 0.1 38 47 8.7 +23.6
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 20 7.3 +22.1
DFUV Dimensional US Marketwide Value ETF 0.1 23 62 8.5 +23.3
GWX SPDR S&P International Small Cap ETF 0.1 40 45 5.3 +20.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.1 20 65 7.3 +22.1
TPSC Timothy Plan US Small Cap Core ETF 0.1 52 33 8.8 +23.6
AVLV Avantis U.S. Large Cap Value ETF 0.1 15 70 8.8 +23.6
IWC iShares Micro-Cap ETF 0.1 60 25 -5.9 +8.9
DEEF Xtrackers FTSE Developed ex US Comprehensive Factor ETF 0.1 24 61 8.1 +22.9
AVES Avantis Emerging Markets Value ETF 0.1 36 49 15.0 +29.8
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.0 35 50 8.8 +23.7
EWGS iShares MSCI Germany Small Cap ETF 0.0 59 26 8.8 +23.6
AVEM Avantis Emerging Markets Equity ETF 0.0 33 52 9.8 +24.7
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.0 36 49 8.8 +23.7
EWUS iShares MSCI United Kingdom Small Cap ETF 0.0 59 26 7.0 +21.9
DFAS Dimensional U.S. Small Cap ETF 0.0 28 57 6.8 +21.6
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.0 7 78 6.2 +21.0
GXC SPDR S&P China ETF 0.0 59 26 10.7 +25.5
GMF SPDR S&P Emerging Asia Pacific ETF 0.0 49 36 7.6 +22.4
IWP iShares Russell Mid-Cap Growth ETF 0.0 23 62 4.9 +19.7
STLV iShares Factors US Value Style ETF 0.0 25 60 9.7 +24.5
IEUS iShares MSCI Europe Small-Cap ETF 0.0 40 45 5.7 +20.5
VWO Vanguard FTSE Emerging Markets ETF 0.0 8 77 8.4 +23.2
SPEM SPDR Portfolio Emerging Markets ETF 0.0 11 74 8.2 +23.0
DFAT Dimensional U.S. Targeted Value ETF 0.0 29 56 8.6 +23.5
SCZ iShares MSCI EAFE Small-Cap ETF 0.0 39 46 5.8 +20.6
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 76 8.4 +23.2
DFSV Dimensional US Small Cap Value ETF 0.0 31 54 8.6 +23.5
EES WisdomTree SmallCap Earnings Fund 0.0 38 47 10.6 +25.4
VFMO Vanguard U.S. Momentum Factor ETF 0.0 13 72 3.9 +18.7
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.0 47 38 6.8 +21.7
SPEU SPDR Portfolio Europe ETF 0.0 9 76 6.8 +21.7

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

  2017 2018 2019 2020 2021 2022E 2023E
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
  2021 2022E 2023E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 Bitwise Crypto Industry Innovators 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 -32.8 %
Divided by: Fwd. P/BV 2.4 x
Less: Expense ratio 85 bp
Equals: ALTAR Score -14.8 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.34 CATEGORY
AVERAGE		 1.46
 
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.