Principal Healthcare Innovators Index ETF
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- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
The Principal Healthcare Innovators Index ETF tracks an index of non-large-cap US health care stocks and is market cap weighted. |
Category | US Equities |
Fund Sponsor | The Principal Financial Group |
Website | www.principaletfs.com |
Inception date | Aug 19, 2016 |
Assets (mns) | $48 |
Currency | USD |
Expense ratio | 42 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | |
Weighting | Market Cap |
Index replication | |
Uses derivatives | No |
Options available | No |
No. of constituents | 226 |
Wgt avg mkt cap (mns) | $5,711 |
Large cap (>$10bn) | 15.8% |
Mid cap ($2-10bn) | 43.5% |
Small cap (<$2bn) | 34.8% |
Developed mkts | 99.8% |
Emerging mkts | 0.0% |
SEATTLE GENETICS INC | 3.6 % |
EXACT SCIENCES CORP | 3.5 % |
ALNYLAM PHARMACEUTICALS INC | 3.1 % |
BIO-RAD LABORATORIES-CL A | 2.8 % |
SAREPTA THERAPEUTICS INC | 2.7 % |
ILLUMINA INC | 2.3 % |
KARUNA THERAPEUTICS, INC. | 1.7 % |
IONIS PHARMACEUTICALS, INC. | 1.6 % |
INSPIRE MEDICAL SYSTEMS, INC. | 1.6 % |
ELANCO ANIMAL HEALTH, INC. | 1.6 % | Total | 24.5 % |
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UNITED STATES | 93.5 % |
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IRELAND | 3.2 % |
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CANADA | 0.9 % |
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BRITAIN | 0.5 % |
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0.2 % | |
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BERMUDA | 0.2 % |
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CAYMAN ISLANDS | 0.2 % |
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ISRAEL | 0.2 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
-1.1% | -8.1% | -2.5% | -- | 4.8% |
versus... | Beta | R-squared |
S&P500 | 0.68 | 25% |
MSCI EAFE | 0.65 | 24% |
MSCI Emg. Mkts. | 0.67 | 24% |
Recent close | $30.75 |
30d moving avg. | $32.94 |
Annualized volatility | 24.4% |
Short interest (ETF) | 0.2% |
Short interest (Underlying) | 7.8% |
Relative strength (RSI) | 36 |
Avg. volume (thou.) | 3 |
Turnover | 0.2% |
Bid/Ask (% of price) | 0.28% |
ADV underlying (mns) | $2,182 |
FINDING ALTERNATIVE FUNDS
Below is a list of 449 potential alternatives to the Principal Healthcare Innovators Index ETF ETF based on the alternatives' overlap in portfolio holdings with BTEC. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | BTEC | Expense: | 42 bp | ALTAR Score™: | -4.7% |
Ticker | Fund Name |
Overlap1 vs BTEC (%) |
Expense ratio (bp) |
Savings vs BTEC (bp) |
ALTAR Score™ (%) |
ALTAR vs BTEC (%) |
XBI | SPDR S&P BIOTECH ETF | 48.2 | 35 | 7 | -1.6 | +3.1 |
BBC | Virtus LifeSci Biotech Clinical Trials ETF | 29.4 | 79 | -37 | 0.0 | +4.7 |
SBIO | ALPS Medical Breakthroughs ETF | 27.7 | 50 | -8 | -3.6 | +1.1 |
IBBQ | Invesco Nasdaq Biotechnology ETF | 27.6 | 19 | 23 | 1.2 | +5.9 |
IBB | iShares NASDAQ Biotechnology ETF | 25.8 | 45 | -3 | 0.7 | +5.4 |
WDNA | WisdomTree BioRevolution Fund | 22.3 | 45 | -3 | -4.4 | +0.2 |
BBP | BioShares Biotechnology Products Fund | 21.7 | 79 | -37 | -4.6 | +0.1 |
PTH | Invesco DWA Healthcare Momentum ETF | 21.5 | 60 | -18 | -2.9 | +1.8 |
FBT | First Trust NYSE Arca Biotechnology Index Fund | 19.7 | 56 | -14 | 2.6 | +7.3 |
BMED | BlackRock Future Health ETF | 19.4 | 85 | -43 | 2.1 | +6.8 |
GNOM | Global X Genomics & Biotechnology ETF | 17.6 | 50 | -8 | -6.2 | -1.5 |
BBH | VanEck Biotech ETF | 15.4 | 35 | 7 | 5.3 | +10.0 |
CNCR | Loncar Cancer Immunotherapy ETF | 15.3 | 79 | -37 | 0.0 | +4.7 |
EKG | First Trust Nasdaq Lux Digital Health Solutions ETF | 15.3 | 65 | -23 | -0.7 | +3.9 |
HELX | Franklin Genomic Advancements ETF | 14.2 | 50 | -8 | 1.9 | +6.6 |
QQQS | Invesco NASDAQ Future Gen 200 ETF | 13.0 | 20 | 22 | -11.6 | -7.0 |
IBRN | iShares Neuroscience and Healthcare ETF | 12.9 | 47 | -5 | -3.8 | +0.8 |
IWC | iShares Micro-Cap ETF | 12.1 | 60 | -18 | -3.9 | +0.8 |
ARKG | ARK Genomic Revolution ETF | 11.8 | 75 | -33 | -13.5 | -8.9 |
IWO | iShares Russell 2000 Growth ETF | 11.6 | 24 | 18 | 1.8 | +6.4 |
GDOC | Goldman Sachs Future Health Care Equity ETF | 11.6 | 75 | -33 | 1.8 | +6.5 |
VTWG | Vanguard Russell 2000 Growth Index Fund | 11.5 | 15 | 27 | 1.7 | +6.4 |
XHE | SPDR S&P Health Care Equipment ETF | 11.4 | 35 | 7 | 0.7 | +5.4 |
HTEC | ROBO Global Healthcare Technology & Innovation ETF | 11.2 | 68 | -26 | 0.6 | +5.3 |
IHE | iShares U.S. Pharmaceuticals ETF | 10.9 | 40 | 2 | 8.1 | +12.7 |
FXH | First Trust Health Care AlphaDEX Fund | 10.5 | 61 | -19 | 8.1 | +12.8 |
GERM | ETFMG Treatments Testing and Advancements ETF | 9.9 | 68 | -26 | -6.8 | -2.1 |
FTXH | First Trust Nasdaq Pharmaceuticals ETF | 9.9 | 60 | -18 | 10.2 | +14.9 |
XPH | SPDR S&P Pharmaceuticals ETF | 9.8 | 35 | 7 | 6.7 | +11.4 |
FYC | First Trust Small Cap Growth AlphaDEX Fund | 9.6 | 71 | -29 | 2.0 | +6.7 |
ISCG | iShares Morningstar Small-Cap Growth ETF | 9.4 | 6 | 36 | 2.3 | +7.0 |
DWAS | Invesco DWA SmallCap Momentum ETF | 9.3 | 60 | -18 | 1.4 | +6.1 |
SYNB | Putnam BioRevolution ETF | 9.2 | 70 | -28 | 3.4 | +8.1 |
MEDX | Horizon Kinetics Medical ETF | 8.8 | 85 | -43 | 0.2 | +4.9 |
MRND | IQ U.S. Mid Cap R&D Leaders ETF | 8.8 | 16 | 26 | 3.6 | +8.3 |
PBE | Invesco Dynamic Biotechnology & Genome ETF | 8.5 | 59 | -17 | 1.6 | +6.3 |
ARKK | ARK Innovation ETF | 8.1 | 75 | -33 | -6.8 | -2.1 |
IWM | iShares Russell 2000 ETF | 8.0 | 19 | 23 | 4.6 | +9.3 |
VTWO | Vanguard Russell 2000 Index Fund | 7.9 | 10 | 32 | 4.6 | +9.3 |
AGNG | Global X Aging Population ETF | 7.7 | 50 | -8 | 4.4 | +9.0 |
VBK | Vanguard Small-Cap Growth Index Fund | 7.7 | 7 | 35 | 1.5 | +6.2 |
MMSC | First Trust Multi-Manager Small Cap Opportunities ETF | 7.5 | 95 | -53 | 2.5 | +7.1 |
IDNA | iShares Genomics Immunology & Healthcare ETF | 7.4 | 47 | -5 | -9.6 | -5.0 |
MEDI | Harbor Health Care ETF | 7.2 | 80 | -38 | 0.7 | +5.3 |
STXK | Strive Small-Cap ETF | 7.0 | 18 | 24 | 5.8 | +10.5 |
BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 6.7 | 9 | 33 | 5.2 | +9.8 |
CSML | IQ Chaikin U.S. Small Cap ETF | 6.5 | 35 | 7 | 6.8 | +11.5 |
PSCH | Invesco S&P SmallCap Health Care ETF | 6.4 | 29 | 13 | 3.1 | +7.8 |
SCHA | Schwab U.S. Small-Cap ETF | 6.2 | 4 | 38 | 5.6 | +10.3 |
ESML | iShares MSCI USA Small-Cap ESG Optimized ETF | 6.0 | 17 | 25 | 6.3 | +11.0 |
INNO | Harbor Disruptive Innovation ETF | 6.0 | 75 | -33 | -3.5 | +1.2 |
ISCB | iShares Morningstar Small-Cap ETF | 6.0 | 4 | 38 | 5.9 | +10.6 |
FHLC | Fidelity MSCI Health Care Index ETF | 5.8 | 8 | 34 | 6.7 | +11.4 |
VHT | Vanguard Health Care Index Fund | 5.7 | 10 | 32 | 6.7 | +11.3 |
SMMV | iShares Edge MSCI Min Vol USA Small-Cap ETF | 5.7 | 20 | 22 | 5.8 | +10.5 |
EDOC | Global X Telemedicine & Digital Health ETF | 5.2 | 68 | -26 | -7.1 | -2.4 |
VFMO | Vanguard U.S. Momentum Factor ETF | 5.0 | 13 | 29 | 2.7 | +7.4 |
VXF | Vanguard Extended Market Index Fund | 5.0 | 6 | 36 | 4.3 | +9.0 |
NUSC | Nuveen ESG Small-Cap ETF | 4.9 | 31 | 11 | 6.2 | +10.9 |
SENT | AdvisorShares Alpha DNA Equity Sentiment ETF | 4.8 | 101 | -59 | 0.8 | +5.5 |
GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 4.8 | 20 | 22 | 7.5 | +12.2 |
AVSC | Avantis U.S Small Cap Equity ETF | 4.8 | 25 | 17 | 5.4 | +10.0 |
BKSE | BNY Mellon US Small Cap Core Equity ETF | 4.7 | 4 | 38 | 6.6 | +11.3 |
IWN | iShares Russell 2000 Value ETF | 4.7 | 24 | 18 | 7.0 | +11.7 |
VTWV | Vanguard Russell 2000 Value Index Fund | 4.7 | 15 | 27 | 7.0 | +11.7 |
SMLF | iShares Edge MSCI Multifactor USA Small-Cap ETF | 4.5 | 15 | 27 | 6.2 | +10.9 |
OMFS | Invesco Russell 2000 Dynamic Multifactor ETF | 4.3 | 39 | 3 | 10.0 | +14.7 |
MDEV | First Trust Indxx Medical Devices ETF | 4.3 | 70 | -28 | 3.8 | +8.5 |
VB | Vanguard Small-Cap ETF | 4.3 | 5 | 37 | 6.2 | +10.8 |
XDNA | Strategic CRISPR & Gene Editing Technology ETF | 4.3 | 78 | -36 | -3.6 | +1.1 |
FYX | First Trust Small Cap Core AlphaDEX Fund | 4.1 | 61 | -19 | 8.4 | +13.1 |
JFWD | Jacob Forward ETF | 4.1 | 75 | -33 | -14.0 | -9.4 |
IHI | iShares U.S. Medical Devices ETF | 4.0 | 40 | 2 | 4.9 | +9.6 |
FDHT | Fidelity Digital Health ETF | 4.0 | 39 | 3 | 0.3 | +5.0 |
ISMD | Inspire Small/Mid Cap Impact ETF | 3.8 | 54 | -12 | 5.6 | +10.3 |
DFAS | Dimensional U.S. Small Cap ETF | 3.8 | 26 | 16 | 6.9 | +11.6 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 3.8 | 7 | 35 | 5.9 | +10.6 |
AFSM | First Trust Active Factor Small Cap ETF | 3.8 | 77 | -35 | 9.8 | +14.5 |
IWP | iShares Russell Mid-Cap Growth ETF | 3.7 | 23 | 19 | 4.5 | +9.2 |
JHSC | John Hancock Multifactor Small Cap ETF | 3.7 | 42 | 0 | 7.1 | +11.7 |
HAPY | Harbor Corporate Culture Leaders ETF | 3.6 | 50 | -8 | 4.4 | +9.1 |
ENTR | Entrepreneur 30 Fund | 3.5 | 75 | -33 | 3.3 | +8.0 |
TMFX | Motley Fool Next Index ETF | 3.5 | 50 | -8 | 3.9 | +8.5 |
PSC | Principal U.S. Small Cap Index ETF | 3.3 | 38 | 4 | 8.6 | +13.3 |
QQQJ | Invesco NASDAQ Next Gen 100 ETF | 3.3 | 15 | 27 | 4.4 | +9.1 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 3.3 | 70 | -28 | 3.4 | +8.1 |
RYJ | Invesco Raymond James SB-1 Equity ETF | 3.3 | 81 | -39 | 4.2 | +8.9 |
KOMP | SPDR Kensho New Economies Composite ETF | 3.2 | 20 | 22 | -0.4 | +4.3 |
IYH | iShares U.S. Healthcare ETF | 3.2 | 39 | 3 | 7.4 | +12.0 |
QQXT | First Trust Nasdaq-100 Ex-Technology Sector Index Fund | 3.2 | 60 | -18 | 5.6 | +10.3 |
SSLY | Syntax Stratified SmallCap ETF | 3.1 | 40 | 2 | 8.1 | +12.8 |
FDG | American Century Focused Dynamic Growth ETF | 3.1 | 45 | -3 | 3.1 | +7.8 |
SAGP | Strategas Global Policy Opportunities ETF | 3.1 | 65 | -23 | 7.6 | +12.3 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 3.1 | 39 | 3 | 4.8 | +9.5 |
ARB | AltShares Merger Arbitrage ETF | 3.0 | 76 | -34 | 7.5 | +12.2 |
PSIL | AdvisorShares Psychedelics ETF | 3.0 | 100 | -58 | 0.0 | +4.7 |
WCEO | Hypatia Women CEO ETF | 3.0 | 85 | -43 | 6.3 | +11.0 |
PINK | Simplify Health Care ETF | 3.0 | 50 | -8 | 5.1 | +9.7 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 2.9 | 63 | -21 | 3.5 | +8.2 |
ROBO | Robo Global Robotics & Automation Index ETF | 2.8 | 95 | -53 | 3.5 | +8.2 |
IJT | iShares S&P Small-Cap 600 Growth ETF | 2.8 | 25 | 17 | 6.9 | +11.5 |
VIOG | Vanguard S&P Small-Cap 600 Growth ETF | 2.8 | 15 | 27 | 7.1 | +11.7 |
SLYG | SPDR S&P 600 Small Cap Growth ETF | 2.8 | 15 | 27 | 7.0 | +11.7 |
BFTR | Future Innovators ETF | 2.8 | 80 | -38 | 2.4 | +7.1 |
RSPH | Invesco S&P 500 Equal Weight Health Care ETF | 2.8 | 40 | 2 | 9.0 | +13.6 |
PPH | VanEck Pharmaceutical ETF | 2.7 | 36 | 6 | 13.5 | +18.2 |
QQQN | VictoryShares Nasdaq Next 50 ETF | 2.7 | 18 | 24 | 6.9 | +11.6 |
GINN | Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF | 2.7 | 50 | -8 | 4.0 | +8.6 |
USVM | VictoryShares USAA MSCI USA Small Cap Value Momentum ETF | 2.7 | 25 | 17 | 10.0 | +14.6 |
GURU | Global X Guru Index ETF | 2.6 | 75 | -33 | 5.0 | +9.7 |
PJP | Invesco Dynamic Pharmaceuticals ETF | 2.5 | 58 | -16 | 7.1 | +11.8 |
BOSS | Global X Founder-Run Companies ETF | 2.5 | 45 | -3 | 3.3 | +8.0 |
SCHM | Schwab U.S. Mid-Cap ETF | 2.5 | 4 | 38 | 6.7 | +11.4 |
IMCG | iShares Morningstar Mid-Cap Growth ETF | 2.5 | 6 | 36 | 4.8 | +9.5 |
RZG | Invesco S&P Smallcap 600 Pure Growth ETF | 2.4 | 35 | 7 | 8.4 | +13.0 |
ESIX | SPDR S&P SmallCap 600 ESG ETF | 2.4 | 12 | 30 | 8.6 | +13.3 |
XT | iShares Exponential Technologies ETF | 2.4 | 46 | -4 | 3.9 | +8.6 |
FLDZ | RiverNorth Volition America Patriot ETF | 2.4 | 75 | -33 | 6.5 | +11.2 |
XJR | iShares ESG Screened S&P Small-Cap ETF | 2.4 | 12 | 30 | 7.9 | +12.6 |
VOT | Vanguard Mid-Cap Growth Index Fund | 2.4 | 7 | 35 | 5.1 | +9.7 |
FSMD | Fidelity Small-Mid Factor ETF | 2.3 | 29 | 13 | 8.3 | +13.0 |
ISCV | iShares Morningstar Small Cap Value ETF | 2.3 | 6 | 36 | 9.1 | +13.8 |
SQLV | Legg Mason Small-Cap Quality Value | 2.2 | 60 | -18 | 10.4 | +15.1 |
SMLV | SPDR SSGA US Small Cap Low Volatility Index ETF | 2.2 | 12 | 30 | 8.5 | +13.2 |
IQSM | IQ Candriam ESG U.S. Mid Cap Equity ETF | 2.2 | 15 | 27 | 7.1 | +11.7 |
CGGR | Capital Group Growth ETF | 2.2 | 39 | 3 | 4.0 | +8.6 |
SMLE | Xtrackers S&P SmallCap 600 ESG ETF | 2.2 | 15 | 27 | 8.5 | +13.2 |
TMFS | Motley Fool Small Cap Growth ETF | 2.2 | 85 | -43 | 1.8 | +6.5 |
GVIP | Goldman Sachs Hedge Industry VIP ETF | 2.2 | 45 | -3 | 4.5 | +9.1 |
VIOO | Vanguard S&P Small-Cap 600 ETF | 2.1 | 10 | 32 | 8.5 | +13.2 |
IJR | iShares Core S&P Small Cap ETF | 2.1 | 6 | 36 | 8.5 | +13.2 |
SPSM | SPDR Portfolio S&P 600 Small Cap ETF | 2.1 | 3 | 39 | 8.6 | +13.3 |
CVAR | Cultivar ETF | 2.1 | 87 | -45 | 8.7 | +13.4 |
ETHO | Etho Climate Leadership U.S. ETF | 2.1 | 47 | -5 | 5.5 | +10.1 |
FLQS | Franklin LibertyQ U.S. Small Cap Equity ETF | 2.1 | 35 | 7 | 8.8 | +13.5 |
MOON | Direxion Moonshot Innovators ETF | 2.1 | 65 | -23 | -9.5 | -4.8 |
SMOT | VanEck Morningstar SMID Moat ETF | 2.0 | 49 | -7 | 7.6 | +12.3 |
QQEW | First Trust Nasdaq-100 Equal Weighted Index Fund | 2.0 | 58 | -16 | 5.3 | +10.0 |
WGRO | WisdomTree U.S. Growth & Momentum Fund | 2.0 | 55 | -13 | 7.3 | +11.9 |
HKND | Humankind US Stock ETF | 1.9 | 11 | 31 | 7.3 | +12.0 |
SANE | Subversive Mental Health ETF | 1.9 | 75 | -33 | 3.0 | +7.7 |
BIBL | Inspire ETF | 1.9 | 35 | 7 | 5.5 | +10.2 |
SFYX | Sofi Next 500 ETF | 1.9 | 0 | 42 | 6.2 | +10.9 |
SMDY | Syntax Stratified MidCap ETF | 1.9 | 35 | 7 | 8.0 | +12.7 |
FSMO | Fidelity Small-Mid Cap Opportunities ETF | 1.8 | 60 | -18 | 7.8 | +12.5 |
JGRO | JPMorgan Active Growth ETF | 1.8 | 44 | -2 | 4.0 | +8.6 |
FDMO | Fidelity Momentum Factor ETF | 1.8 | 29 | 13 | 4.3 | +8.9 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 1.8 | 59 | -17 | 8.3 | +13.0 |
QVMS | Invesco S&P SmallCap 600 QVM Multi-factor ETF | 1.8 | 15 | 27 | 8.5 | +13.1 |
QQQE | Direxion NASDAQ-100 Equal Weighted Index Shares | 1.7 | 35 | 7 | 5.6 | +10.3 |
ONEQ | Fidelity Nasdaq Composite Index Tracking Stock | 1.7 | 21 | 21 | 4.2 | +8.8 |
DFSV | Dimensional US Small Cap Value ETF | 1.7 | 31 | 11 | 9.6 | +14.3 |
IWR | iShares Russell Midcap ETF | 1.7 | 18 | 24 | 6.6 | +11.3 |
VBR | Vanguard Small Cap Value Index Fund | 1.7 | 7 | 35 | 9.2 | +13.9 |
QQJG | Invesco ESG NASDAQ Next Gen 100 ETF | 1.6 | 20 | 22 | 5.4 | +10.0 |
BAD | B.A.D. ETF | 1.6 | 75 | -33 | 3.2 | +7.9 |
SZNE | Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF | 1.6 | 60 | -18 | 7.9 | +12.6 |
ROBT | First Trust Nasdaq Artificial Intelligence & Robotics ETF | 1.6 | 65 | -23 | 2.4 | +7.1 |
BRNY | Burney U.S. Factor Rotation ETF | 1.5 | 79 | -37 | 6.6 | +11.2 |
SMMD | iShares Russell 2500 ETF | 1.5 | 15 | 27 | 6.8 | +11.5 |
FCTR | First Trust Lunt U.S. Factor Rotation ETF | 1.4 | 65 | -23 | 3.5 | +8.2 |
IMCB | iShares Morningstar Mid-Cap ETF | 1.4 | 4 | 38 | 6.9 | +11.6 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 1.4 | 4 | 38 | 6.9 | +11.6 |
ANEW | ProShares MSCI Transformational Changes ETF | 1.4 | 45 | -3 | 5.9 | +10.6 |
VIOV | Vanguard S&P Small-Cap 600 Value ETF | 1.4 | 15 | 27 | 10.0 | +14.6 |
IJS | iShares S&P Small-cap 600 Value ETF | 1.4 | 18 | 24 | 10.1 | +14.7 |
SLYV | SPDR S&P 600 Small Cap Value ETF | 1.3 | 15 | 27 | 10.1 | +14.8 |
IQM | Franklin Intelligent Machines ETF | 1.3 | 50 | -8 | 3.8 | +8.5 |
TECB | iShares US Tech Breakthrough Multisector ETF | 1.3 | 40 | 2 | 4.9 | +9.6 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 1.3 | 20 | 22 | 7.2 | +11.9 |
ROCI | ROC ETF | 1.3 | 49 | -7 | 5.3 | +9.9 |
PDP | Invesco DWA Momentum ETF | 1.3 | 62 | -20 | 4.7 | +9.4 |
ROSC | Hartford Multifactor Small Cap ETF | 1.3 | 34 | 8 | 11.3 | +16.0 |
DFAT | Dimensional U.S. Targeted Value ETF | 1.2 | 28 | 14 | 9.4 | +14.0 |
WTAI | WisdomTree Artificial Intelligence and Innovation Fund | 1.2 | 45 | -3 | 2.1 | +6.8 |
JHMM | John Hancock Multifactor Mid Cap ETF | 1.2 | 41 | 1 | 7.7 | +12.3 |
GBUY | Goldman Sachs Future Consumer Equity ETF | 1.2 | 75 | -33 | 3.2 | +7.9 |
REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETF | 1.2 | 40 | 2 | 7.4 | +12.1 |
SMIG | AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF | 1.2 | 60 | -18 | 8.5 | +13.1 |
VO | Vanguard Mid-Cap Index Fund | 1.1 | 4 | 38 | 6.7 | +11.4 |
EES | WisdomTree SmallCap Earnings Fund | 1.1 | 38 | 4 | 12.5 | +17.2 |
JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 1.1 | 29 | 13 | 8.4 | +13.1 |
LRNZ | TrueMark Technology, AI & Deep Learning ETF | 1.1 | 69 | -27 | -1.3 | +3.4 |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 1.1 | 15 | 27 | 9.3 | +14.0 |
MDYV | SPDR S&P 400 Mid Cap Value ETF | 1.1 | 15 | 27 | 9.4 | +14.0 |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 1.1 | 18 | 24 | 9.2 | +13.9 |
XSMO | Invesco S&P SmallCap Momentum ETF | 1.1 | 39 | 3 | 6.1 | +10.8 |
MOO | VanEck Agribusiness ETF | 1.1 | 53 | -11 | 8.9 | +13.6 |
AIEQ | AI Powered Equity ETF | 1.1 | 75 | -33 | 5.3 | +10.0 |
RNMC | Mid Cap US Equity Select ETF | 1.1 | 60 | -18 | 8.8 | +13.5 |
PEXL | Pacer US Export Leaders ETF | 1.1 | 60 | -18 | 6.7 | +11.4 |
DFAC | Dimensional U.S. Core Equity 2 ETF | 1.0 | 17 | 25 | 6.6 | +11.3 |
HART | IQ Healthy Hearts ETF | 1.0 | 45 | -3 | 6.4 | +11.1 |
DRUP | GraniteShares Nasdaq Select Disruptors ETF | 1.0 | 60 | -18 | 4.6 | +9.3 |
EQUL | IQ Engender Equality ETF | 1.0 | 45 | -3 | 7.7 | +12.4 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 1.0 | 12 | 30 | 6.1 | +10.7 |
NVQ | QRAFT AI-Enhanced US Next Value ETF | 1.0 | 75 | -33 | 10.9 | +15.6 |
TILT | Flexshares Morningstar US Market Factors Tilt Index Fund | 1.0 | 25 | 17 | 6.6 | +11.3 |
BLES | Inspire Global Hope Large Cap ETF | 1.0 | 61 | -19 | 7.1 | +11.8 |
RFG | Invesco S&P Midcap 400 Pure Growth ETF | 1.0 | 35 | 7 | 8.3 | +13.0 |
RFV | Invesco S&P Midcap 400 Pure Value ETF | 1.0 | 35 | 7 | 11.1 | +15.8 |
GRPM | Invesco S&P MidCap 400 GARP ETF | 0.9 | 35 | 7 | 11.8 | +16.5 |
VIRS | Pacer BioThreat Strategy ETF | 0.9 | 70 | -28 | 7.2 | +11.9 |
MTUM | iShares MSCI USA Momentum Factor ETF | 0.9 | 15 | 27 | 5.1 | +9.8 |
QMOM | Alpha Architect U.S. Quantitative Momentum ETF | 0.9 | 39 | 3 | 6.1 | +10.8 |
XJH | iShares ESG Screened S&P Mid-Cap ETF | 0.9 | 12 | 30 | 8.2 | +12.9 |
XMVM | Invesco S&P MidCap Value with Momentum ETF | 0.8 | 39 | 3 | 11.1 | +15.8 |
IWS | iShares Russell Mid-Cap Value ETF | 0.8 | 23 | 19 | 7.6 | +12.3 |
FDWM | Fidelity Women's Leadership ETF | 0.8 | 59 | -17 | 5.9 | +10.6 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 0.8 | 3 | 39 | 5.8 | +10.5 |
VTI | Vanguard Total Stock Market Index Fund | 0.8 | 3 | 39 | 5.7 | +10.4 |
VTHR | Vanguard Russell 3000 Index Fund | 0.8 | 10 | 32 | 5.7 | +10.4 |
IWV | iShares Russell 3000 ETF | 0.8 | 20 | 22 | 5.6 | +10.3 |
FNDA | Schwab Fundamental U.S. Small Co. Index ETF | 0.8 | 25 | 17 | 6.9 | +11.6 |
ESGV | Vanguard ESG U.S. Stock ETF | 0.8 | 9 | 33 | 5.7 | +10.4 |
MDY | SPDR S&P Midcap 400 ETF Trust | 0.8 | 23 | 19 | 8.0 | +12.7 |
QGRO | American Century STOXX U.S. Quality Growth ETF | 0.8 | 29 | 13 | 6.7 | +11.4 |
EUSA | iShares MSCI USA Equal Weighted ETF | 0.8 | 9 | 33 | 7.0 | +11.7 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 0.8 | 9 | 33 | 7.0 | +11.6 |
IJH | iShares Core S&P Mid-Cap ETF | 0.8 | 5 | 37 | 8.2 | +12.9 |
SPHB | Invesco S&P 500 High Beta ETF | 0.8 | 25 | 17 | 6.2 | +10.8 |
SPMD | SPDR Portfolio Mid Cap ETF | 0.8 | 3 | 39 | 8.2 | +12.9 |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 0.8 | 10 | 32 | 8.2 | +12.8 |
ALTL | Pacer Lunt Large Cap Alternator ETF | 0.8 | 60 | -18 | 5.8 | +10.5 |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | 0.8 | 15 | 27 | 8.7 | +13.4 |
SCHB | Schwab U.S. Broad Market ETF | 0.7 | 3 | 39 | 5.9 | +10.6 |
FPX | First Trust US IPO Index Fund | 0.7 | 61 | -19 | 0.6 | +5.3 |
SIZE | iShares MSCI USA Size Factor ETF | 0.7 | 15 | 27 | 6.8 | +11.5 |
JMEE | JPMorgan Market Expansion Enhanced Equity ETF | 0.7 | 24 | 18 | 8.9 | +13.6 |
LRND | IQ U.S. Large Cap R&D Leaders ETF | 0.7 | 14 | 28 | 7.1 | +11.8 |
TMFM | Motley Fool Mid-Cap Growth ETF | 0.7 | 85 | -43 | 4.3 | +8.9 |
JSTC | Adasina Social Justice All Cap Global ETF | 0.7 | 89 | -47 | 5.6 | +10.3 |
SXQG | 6 Meridian Quality Growth ETF | 0.7 | 100 | -58 | 5.0 | +9.7 |
ITEQ | BlueStar Israel Technology ETF | 0.7 | 75 | -33 | 2.2 | +6.9 |
FNK | First Trust Mid Cap Value AlphaDEX Fund | 0.7 | 70 | -28 | 12.3 | +17.0 |
ISRA | VanEck Israel ETF | 0.7 | 59 | -17 | 9.3 | +14.0 |
MVPS | Amplify Thematic All-Stars ETF | 0.7 | 49 | -7 | 2.2 | +6.9 |
AVUV | Avantis U.S. Small Cap Value ETF | 0.7 | 25 | 17 | 10.6 | +15.3 |
USMV | iShares Edge MSCI Min Vol USA ETF | 0.6 | 15 | 27 | 6.4 | +11.1 |
XLV | Health Care Select Sector SPDR Fund | 0.6 | 10 | 32 | 8.5 | +13.2 |
YPS | Arrow Reverse Cap 500 ETF | 0.6 | 29 | 13 | 6.8 | +11.5 |
DFAU | Dimensional US Core Equity Market ETF | 0.6 | 12 | 30 | 6.0 | +10.7 |
PLTL | Principal US Small-Cap Adaptive Multi-Factor ETF | 0.6 | 19 | 23 | 8.5 | +13.2 |
SSPX | Janus Henderson U.S. Sustainable Equity ETF | 0.6 | 55 | -13 | 4.2 | +8.8 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 0.6 | 20 | 22 | 9.0 | +13.7 |
PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 0.6 | 60 | -18 | 4.4 | +9.1 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 0.6 | 9 | 33 | 6.4 | +11.1 |
SCHG | Schwab U.S. Large-Cap Growth ETF | 0.6 | 4 | 38 | 4.9 | +9.5 |
CALF | Pacer US Small Cap Cash Cows 100 ETF | 0.6 | 59 | -17 | 12.9 | +17.6 |
CAFG | Pacer US Small Cap Cash Cows Growth Leaders ETF | 0.6 | 59 | -17 | 8.3 | +12.9 |
CACG | ClearBridge All Cap Growth ETF | 0.6 | 54 | -12 | 3.9 | +8.6 |
USXF | iShares ESG Advanced MSCI USA ETF | 0.5 | 10 | 32 | 5.7 | +10.4 |
ROUS | Hartford Multifactor US Equity ETF | 0.5 | 19 | 23 | 8.3 | +13.0 |
DFUS | Dimensional U.S. Equity ETF | 0.5 | 9 | 33 | 5.8 | +10.5 |
QQQ | Invesco QQQ Trust | 0.5 | 20 | 22 | 5.3 | +10.0 |
ARKW | ARK Web x.0 ETF | 0.5 | 88 | -46 | -5.2 | -0.5 |
QQQM | Invesco NASDAQ 100 ETF | 0.5 | 15 | 27 | 5.2 | +9.9 |
CBSE | Changebridge Capital Sustainable Equity ETF | 0.5 | 85 | -43 | 2.1 | +6.8 |
XMHQ | Invesco S&P MidCap Quality ETF | 0.5 | 25 | 17 | 9.2 | +13.8 |
LZRD | Parabla Innovation ETF | 0.5 | 69 | -27 | -8.7 | -4.0 |
USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 0.5 | 10 | 32 | 6.3 | +11.0 |
ILCG | iShares Morningstar Growth ETF | 0.5 | 4 | 38 | 4.6 | +9.3 |
DFSU | Dimensional US Sustainability Core 1 ETF | 0.5 | 18 | 24 | 6.7 | +11.4 |
KOCG | FIS Knights of Columbus Global Belief ETF | 0.5 | 75 | -33 | 7.5 | +12.1 |
DTEC | ALPS Disruptive Technologies ETF | 0.5 | 50 | -8 | 4.4 | +9.1 |
QQMG | Invesco ESG NASDAQ 100 ETF | 0.5 | 20 | 22 | 5.3 | +10.0 |
AVUS | Avantis U.S. Equity ETF | 0.5 | 15 | 27 | 6.9 | +11.5 |
IWF | iShares Russell 1000 Growth ETF | 0.5 | 19 | 23 | 5.3 | +10.0 |
VONG | Vanguard Russell 1000 Growth Index Fund | 0.5 | 8 | 34 | 5.4 | +10.1 |
NANC | Unusual Whales Subversive Democratic Trading ETF | 0.5 | 75 | -33 | 4.8 | +9.5 |
STXG | Strive 1000 Growth ETF | 0.5 | 18 | 24 | 5.1 | +9.8 |
AFMC | First Trust Active Factor Mid Cap ETF | 0.4 | 65 | -23 | 9.7 | +14.4 |
IXJ | iShares Global Healthcare ETF | 0.4 | 42 | 0 | 7.5 | +12.2 |
ESMV | iShares ESG MSCI USA Min Vol Factor ETF | 0.4 | 18 | 24 | 6.3 | +11.0 |
FBCG | Fidelity Blue Chip Growth ETF | 0.4 | 59 | -17 | 2.3 | +7.0 |
BOTZ | Global X Robotics & Artificial Intelligence ETF | 0.4 | 69 | -27 | 3.4 | +8.1 |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 0.4 | 17 | 25 | 7.2 | +11.9 |
IYY | iShares Dow Jones U.S. ETF | 0.4 | 20 | 22 | 5.8 | +10.4 |
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 0.4 | 15 | 27 | 7.2 | +11.9 |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 0.4 | 15 | 27 | 7.2 | +11.8 |
SCHK | Schwab 1000 Index ETF | 0.4 | 5 | 37 | 6.0 | +10.6 |
DEIF | Sterling Capital Diverse Multi-Manager Active ETF | 0.4 | 65 | -23 | 7.1 | +11.7 |
PABU | iShares Paris-Aligned Climate MSCI USA ETF | 0.4 | 10 | 32 | 5.3 | +10.0 |
EZM | WisdomTree U.S. MidCap Earnings Fund | 0.4 | 38 | 4 | 11.1 | +15.8 |
IWB | iShares Russell 1000 ETF | 0.4 | 15 | 27 | 5.8 | +10.5 |
VONE | Vanguard Russell 1000 ETF | 0.4 | 8 | 34 | 5.8 | +10.5 |
QVMM | Invesco S&P MidCap 400 QVM Multi-factor ETF | 0.4 | 15 | 27 | 8.2 | +12.9 |
RWJ | Invesco S&P SmallCap 600 Revenue ETF | 0.4 | 39 | 3 | 11.8 | +16.4 |
VUG | Vanguard Growth Index Fund | 0.4 | 4 | 38 | 4.8 | +9.5 |
SIXL | 6 Meridian Low Beta Equity Strategy ETF | 0.4 | 80 | -38 | 6.0 | +10.7 |
VT | Vanguard Total World Stock ETF | 0.4 | 7 | 35 | 6.6 | +11.3 |
NZUS | SPDR MSCI USA Climate Paris Aligned ETF | 0.4 | 10 | 32 | 5.4 | +10.1 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 0.4 | 15 | 27 | 5.6 | +10.2 |
RSPE | Invesco ESG S&P 500 Equal Weight ETF | 0.4 | 20 | 22 | 7.7 | +12.4 |
QGRW | WisdomTree U.S. Quality Growth Fund | 0.4 | 28 | 14 | 5.7 | +10.3 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 0.4 | 11 | 31 | 5.9 | +10.6 |
BSVO | EA Bridgeway Omni Small-Cap Value ETF | 0.4 | 47 | -5 | 10.0 | +14.7 |
GVLU | Gotham 1000 Value ETF | 0.4 | 50 | -8 | 9.6 | +14.3 |
VFVA | Vanguard U.S. Value Factor ETF | 0.4 | 13 | 29 | 11.5 | +16.2 |
RSP | Invesco S&P 500 Equal Weight ETF | 0.4 | 20 | 22 | 7.1 | +11.8 |
XSHQ | Invesco S&P SmallCap Quality ETF | 0.3 | 30 | 12 | 10.5 | +15.2 |
IMCV | iShares Morningstar Mid-Cap Value ETF | 0.3 | 6 | 36 | 9.1 | +13.7 |
VFMF | Vanguard U.S. Multifactor ETF | 0.3 | 18 | 24 | 9.5 | +14.2 |
RWK | Invesco S&P MidCap 400 Revenue ETF | 0.3 | 39 | 3 | 9.7 | +14.4 |
PAWZ | ProShares Pet Care ETF | 0.3 | 50 | -8 | 3.3 | +8.0 |
OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 0.3 | 29 | 13 | 10.9 | +15.6 |
USCA | Xtrackers MSCI USA Climate Action Equity ETF | 0.3 | 7 | 35 | 6.0 | +10.6 |
SCHX | Schwab U.S. Large-Cap ETF | 0.3 | 3 | 39 | 5.9 | +10.6 |
SDG | iShares Sustainable MSCI Global Impact ETF | 0.3 | 49 | -7 | 6.7 | +11.4 |
VONV | Vanguard Russell 1000 Value Index Fund | 0.3 | 8 | 34 | 7.5 | +12.1 |
IWD | iShares Russell 1000 Value ETF | 0.3 | 19 | 23 | 7.4 | +12.1 |
HAPI | Harbor Corporate Culture ETF | 0.3 | 36 | 6 | 5.5 | +10.1 |
RECS | Columbia Research Enhanced Core ETF | 0.3 | 15 | 27 | 6.7 | +11.4 |
ILCB | iShares Morningstar U.S. Equity ETF | 0.3 | 3 | 39 | 5.9 | +10.6 |
VDNI | V-Shares US Leadership Diversity ETF | 0.3 | 29 | 13 | 6.2 | +10.9 |
ITAN | Sparkline Intangible Value ETF | 0.3 | 50 | -8 | 7.0 | +11.6 |
FDM | First Trust Dow Jones Select Microcap Index Fund | 0.3 | 60 | -18 | 7.6 | +12.3 |
JHML | John Hancock Multifactor Large Cap ETF | 0.3 | 29 | 13 | 6.4 | +11.1 |
NZRO | Strategy Shares Halt Climate Change ETF | 0.3 | 95 | -53 | 1.9 | +6.6 |
TMFC | Motley Fool 100 Index ETF | 0.3 | 50 | -8 | 4.5 | +9.1 |
WRND | IQ Global Equity R&D Leaders ETF | 0.3 | 18 | 24 | 8.2 | +12.8 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 0.3 | 29 | 13 | 7.6 | +12.2 |
VFQY | Vanguard U.S. Quality Factor ETF | 0.3 | 13 | 29 | 7.9 | +12.5 |
SNPV | Xtrackers S&P ESG Value ETF | 0.3 | 15 | 27 | 6.7 | +11.4 |
PAMC | Pacer Lunt MidCap Multi-Factor Alternator ETF | 0.3 | 60 | -18 | 6.4 | +11.1 |
STXV | Strive 1000 Value ETF | 0.3 | 18 | 24 | 8.4 | +13.1 |
DFUV | Dimensional US Marketwide Value ETF | 0.2 | 22 | 20 | 8.6 | +13.3 |
PBUS | Invesco PureBeta MSCI USA ETF | 0.2 | 4 | 38 | 5.9 | +10.6 |
IQSU | IQ Candriam ESG US Equity ETF | 0.2 | 9 | 33 | 5.5 | +10.1 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 0.2 | 2 | 40 | 5.9 | +10.6 |
DSMC | Distillate Small/Mid Cash Flow ETF | 0.2 | 55 | -13 | 12.3 | +17.0 |
VAMO | Cambria Value & Momentum ETF | 0.2 | 64 | -22 | 11.5 | +16.2 |
JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF | 0.2 | 30 | 12 | 9.5 | +14.2 |
JSML | Janus Henderson Small Cap Growth Alpha ETF | 0.2 | 30 | 12 | 11.3 | +16.0 |
IUSV | iShares Core S&P U.S. Value ETF | 0.2 | 4 | 38 | 6.8 | +11.4 |
SFY | SoFi Select 500 ETF | 0.2 | 0 | 42 | 5.6 | +10.3 |
EGUS | iShares ESG Aware MSCI USA Growth ETF | 0.2 | 15 | 27 | 5.0 | +9.7 |
NUMV | Nuveen ESG Mid-Cap Value ETF | 0.2 | 31 | 11 | 9.1 | +13.7 |
QUS | SPDR MSCI USA StrategicFactors ETF | 0.2 | 15 | 27 | 6.7 | +11.3 |
HAP | VanEck Natural Resources ETF | 0.2 | 50 | -8 | 8.2 | +12.9 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 0.2 | 67 | -25 | 11.0 | +15.7 |
VOTE | Engine No. 1 Transform 500 ETF | 0.2 | 5 | 37 | 5.8 | +10.5 |
VV | Vanguard Large-Cap Index Fund | 0.2 | 4 | 38 | 5.8 | +10.5 |
TINY | ProShares Nanotechnology ETF | 0.2 | 58 | -16 | 1.6 | +6.3 |
STRV | Strive 500 ETF | 0.2 | 5 | 37 | 5.8 | +10.5 |
RVRB | Reverb ETF | 0.2 | 30 | 12 | 5.8 | +10.5 |
VALQ | American Century STOXX U.S. Quality Value ETF | 0.2 | 29 | 13 | 8.5 | +13.2 |
VFMV | Vanguard U.S. Minimum Volatility ETF | 0.2 | 13 | 29 | 6.4 | +11.1 |
SPMV | Invesco S&P 500 Minimum Variance ETF | 0.2 | 10 | 32 | 6.1 | +10.8 |
AUSF | Global X Adaptive U.S. Factor ETF | 0.2 | 27 | 15 | 6.3 | +10.9 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 0.2 | 7 | 35 | 5.8 | +10.5 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 0.2 | 9 | 33 | 6.6 | +11.3 |
HLAL | Wahed FTSE USA Shariah ETF | 0.2 | 50 | -8 | 5.4 | +10.1 |
ESGU | iShares MSCI USA ESG Optimized ETF | 0.2 | 15 | 27 | 5.9 | +10.5 |
QWLD | SPDR MSCI World StrategicFactors ETF | 0.2 | 30 | 12 | 7.6 | +12.2 |
FIXT | Procure Disaster Recovery Strategy ETF | 0.2 | 75 | -33 | 5.5 | +10.2 |
IVE | iShares S&P 500 Value ETF | 0.2 | 18 | 24 | 6.4 | +11.1 |
VOOV | Vanguard S&P 500 Value ETF | 0.2 | 10 | 32 | 6.5 | +11.2 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 0.2 | 9 | 33 | 6.5 | +11.1 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 0.2 | 4 | 38 | 6.6 | +11.3 |
SSPY | Syntax Stratified LargeCap ETF | 0.2 | 30 | 12 | 7.4 | +12.1 |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 0.2 | 14 | 28 | 5.9 | +10.6 |
TOK | iShares MSCI Kokusai ETF | 0.2 | 25 | 17 | 6.2 | +10.9 |
URTH | iShares MSCI World ETF | 0.2 | 24 | 18 | 6.4 | +11.1 |
JAVA | JPMorgan Active Value ETF | 0.2 | 44 | -2 | 6.8 | +11.5 |
SPTM | SPDR Portfolio Total Stock Market ETF | 0.2 | 3 | 39 | 6.2 | +10.9 |
IZRL | ARK Israel Innovative Technology ETF | 0.2 | 49 | -7 | 0.6 | +5.3 |
EIS | iShares MSCI Israel ETF | 0.2 | 58 | -16 | 10.7 | +15.4 |
RZV | Invesco S&P Smallcap 600 Pure Value ETF | 0.2 | 35 | 7 | 13.5 | +18.1 |
ACWI | iShares MSCI ACWI ETF | 0.2 | 32 | 10 | 6.5 | +11.2 |
VLU | SPDR S&P 1500 Value Tilt ETF | 0.2 | 12 | 30 | 8.3 | +13.0 |
REVS | Columbia Research Enhanced Value ETF | 0.1 | 19 | 23 | 8.6 | +13.3 |
DWMC | AdvisorShares Dorsey Wright Micro-Cap ETF | 0.1 | 125 | -83 | 0.7 | +5.4 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 0.1 | 20 | 22 | 5.7 | +10.4 |
HLGE | Hartford Longevity Economy ETF | 0.1 | 44 | -2 | 8.8 | +13.4 |
SPUS | SP Funds S&P 500 Sharia Industry Exclusions ETF | 0.1 | 49 | -7 | 5.3 | +9.9 |
DEEP | Roundhill Acquirers Deep Value ETF | 0.1 | 80 | -38 | 17.9 | +22.5 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 0.1 | 12 | 30 | 6.1 | +10.8 |
VMAT | V-Shares MSCI World ESG Materiality and Carbon Transition ET | 0.1 | 39 | 3 | 6.4 | +11.1 |
GDEF | Goldman Sachs Defensive Equity ETF | 0.1 | 55 | -13 | 5.1 | +9.8 |
SNSR | Global X Internet of Things Thematic ETF | 0.1 | 68 | -26 | 4.9 | +9.5 |
ESG | FlexShares STOXX US ESG Impact Index Fund | 0.1 | 32 | 10 | 5.6 | +10.3 |
PRF | Invesco FTSE RAFI US 1000 ETF | 0.1 | 39 | 3 | 7.6 | +12.3 |
SHE | SPDR SSGA Gender Diversity Index ETF | 0.1 | 20 | 22 | 6.0 | +10.6 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 0.1 | 9 | 33 | 6.3 | +11.0 |
SUSL | iShares ESG MSCI USA Leaders ETF | 0.1 | 10 | 32 | 5.9 | +10.6 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 0.1 | 10 | 32 | 6.0 | +10.7 |
FNDB | Schwab Fundamental U.S. Broad Market Index ETF | 0.1 | 25 | 17 | 7.6 | +12.3 |
DSI | iShares MSCI KLD 400 Social ETF | 0.1 | 25 | 17 | 5.9 | +10.6 |
SNPE | Xtrackers S&P 500 ESG ETF | 0.1 | 10 | 32 | 6.0 | +10.7 |
IUS | Invesco Strategic US ETF | 0.1 | 19 | 23 | 8.1 | +12.7 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 0.1 | 20 | 22 | 7.9 | +12.6 |
FYT | First Trust Small Cap Value AlphaDEX Fund | 0.1 | 73 | -31 | 11.9 | +16.6 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 0.1 | 49 | -7 | 5.6 | +10.3 |
SPXN | ProShares S&P 500 Ex-Financials ETF | 0.1 | 9 | 33 | 6.0 | +10.6 |
GWX | SPDR S&P International Small Cap ETF | 0.1 | 40 | 2 | 5.9 | +10.6 |
SUSA | iShares MSCI USA ESG Select ETF | 0.1 | 25 | 17 | 6.1 | +10.8 |
HDUS | Hartford Disciplined US Equity ETF | 0.1 | 19 | 23 | 7.0 | +11.7 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 0.1 | 20 | 22 | 6.9 | +11.6 |
XVV | iShares ESG Screened S&P 500 ETF | 0.1 | 8 | 34 | 5.9 | +10.6 |
EVUS | iShares ESG Aware MSCI USA Value ETF | 0.1 | 18 | 24 | 7.7 | +12.4 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 0.1 | 9 | 33 | 5.9 | +10.6 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 0.1 | 20 | 22 | 5.8 | +10.5 |
IVV | iShares Core S&P 500 ETF | 0.1 | 3 | 39 | 6.0 | +10.7 |
VOO | VANGUARD S&P 500 ETF | 0.1 | 3 | 39 | 6.0 | +10.7 |
SPY | SPDR S&P 500 ETF Trust | 0.1 | 9 | 33 | 5.9 | +10.6 |
SPLG | SPDR Portfolio S&P 500 ETF | 0.1 | 2 | 40 | 6.0 | +10.7 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 0.1 | 75 | -33 | 6.3 | +11.0 |
ILCV | iShares Morningstar Value ETF | 0.1 | 4 | 38 | 7.7 | +12.4 |
ACVF | American Conservative Values ETF | 0.1 | 75 | -33 | 5.1 | +9.8 |
IETC | iShares Evolved U.S. Technology ETF | 0.1 | 18 | 24 | 5.2 | +9.9 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 0.1 | 15 | 27 | 7.4 | +12.1 |
MGK | Vanguard Mega Cap Growth ETF | 0.1 | 7 | 35 | 4.9 | +9.6 |
GSPY | Gotham Enhanced 500 ETF | 0.1 | 50 | -8 | 6.2 | +10.9 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 0.1 | 12 | 30 | 5.5 | +10.2 |
CNBS | Amplify Seymour Cannabis ETF | 0.1 | 75 | -33 | -17.7 | -13.1 |
RAFE | PIMCO RAFI ESG U.S. ETF | 0.1 | 29 | 13 | 8.2 | +12.9 |
TPSC | Timothy Plan US Small Cap Core ETF | 0.1 | 52 | -10 | 8.6 | +13.3 |
CSF | VictoryShares US Discovery Enhanced Volatility Weighted Idx | 0.1 | 37 | 5 | 8.6 | +13.3 |
CSA | VictoryShares US Small Cap Volatility Weighted Index ETF | 0.1 | 35 | 7 | 8.6 | +13.2 |
KRUZ | Unusual Whales Subversive Republican Trading ETF | 0.1 | 75 | -33 | 4.8 | +9.5 |
FNDX | Schwab Fundamental U.S. Large Co. Index ETF | 0.1 | 25 | 17 | 7.7 | +12.4 |
SHPP | Pacer Industrials and Logistics ETF | 0.1 | 60 | -18 | 9.9 | +14.6 |
JVAL | JPMorgan U.S. Value Factor ETF | 0.0 | 12 | 30 | 9.5 | +14.2 |
DEUS | Xtrackers Russell 1000 Comprehensive Factor ETF | 0.0 | 17 | 25 | 8.0 | +12.7 |
EPS | WisdomTree U.S. Earnings 500 Fund | 0.0 | 8 | 34 | 7.2 | +11.9 |
DGRO | iShares Core Dividend Growth ETF | 0.0 | 8 | 34 | 7.3 | +12.0 |
VEGN | US Vegan Climate ETF | 0.0 | 60 | -18 | 5.3 | +10.0 |
MGC | Vanguard Mega Cap Index Fund | 0.0 | 7 | 35 | 5.7 | +10.3 |
RWL | Invesco S&P 500 Revenue ETF | 0.0 | 39 | 3 | 7.4 | +12.1 |
VYM | Vanguard High Dividend Yield Index ETF | 0.0 | 6 | 36 | 8.2 | +12.9 |
ESGG | FlexShares STOXX Global ESG Impact Index Fund | 0.0 | 42 | 0 | 6.5 | +11.1 |
VIG | Vanguard Dividend Appreciation Index Fund | 0.0 | 6 | 36 | 6.3 | +11.0 |
SCHV | Schwab U.S. Large-Cap Value ETF | 0.0 | 4 | 38 | 7.5 | +12.2 |
QVML | Invesco S&P 500 QVM Multi-factor ETF | 0.0 | 11 | 31 | 6.2 | +10.8 |
PFM | Invesco Dividend Achievers ETF | 0.0 | 53 | -11 | 6.4 | +11.1 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 0.0 | 19 | 23 | 7.1 | +11.8 |
IUSG | iShares Core S&P US Growth ETF | 0.0 | 4 | 38 | 6.0 | +10.7 |
PKW | Invesco Buyback Achievers ETF | 0.0 | 64 | -22 | 9.0 | +13.7 |
MFDX | PIMCO RAFI Dynamic Multi-Factor International Equity ETF | 0.0 | 39 | 3 | 8.4 | +13.1 |
GPAL | Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca | 0.0 | 20 | 22 | 6.6 | +11.3 |
DFLV | Dimensional US Large Cap Value ETF | 0.0 | 22 | 20 | 9.1 | +13.7 |
DIVB | iShares Core Dividend | 0.0 | 5 | 37 | 9.0 | +13.6 |
SQEW | LeaderShares Equity Skew ETF | 0.0 | 75 | -33 | 5.8 | +10.5 |
SCZ | iShares MSCI EAFE Small-Cap ETF | 0.0 | 39 | 3 | 6.4 | +11.1 |
AVDE | Avantis International Equity ETF | 0.0 | 23 | 19 | 8.9 | +13.6 |
SPDW | SPDR Portfolio Developed World ex-US ETF | 0.0 | 3 | 39 | 7.6 | +12.3 |
IEFA | iShares Core MSCI EAFE ETF | 0.0 | 7 | 35 | 7.7 | +12.4 |
IXUS | ishares Core MSCI Total International Stock ETF | 0.0 | 7 | 35 | 7.8 | +12.5 |
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
2018 | 2019 | 2020 | 2021 | 2022 | 2023E | 2024E | |
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Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share ![]() |
** | ** | ** | ** | ** | ** | ** |
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 |
*Six months ago = 100 |
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VALUATION METRICS
2022 | 2023E | 2024E | |
---|---|---|---|
Price-to-sales | ** | ** | ** |
Price-to-earnings | ** | ** | ** |
Price-to-cash flow | ** | ** | ** |
Price-to-growth | ** | ** | ** |
Price-to-book value | ** | ** | ** |
Yield | ** | ** | ** |
Historical valuation trends
Forward multiple: |
Principal Healthcare Innovators Index 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™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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