Pacer US Cash Cows Growth ETF
ALTAR
Score™		 5.2% info Recommen-
dation		 NEUTRAL
2021E    2022E
P/E
ratio		 20.2x P/Sales
ratio		 3.5x
P/BV
ratio		 5.3x Div.
yield		 0.6%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The Pacer U.S. Cash Cows Growth ETF tracks a fundamental-selected and -weighted index of U.S. growth equities.

FUND BASICS
Category US Equities
Fund Sponsor Pacer Financial
Website www.paceretfs.com
Inception date May 02, 2019
Assets (mns) $6
Currency USD
Expense ratio 60 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 50
Wgt avg mkt cap (mns) $260,953
Large cap (>$10bn) 71.8%
Mid cap ($2-10bn) 28.2%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
XILINX INC 5.4 %
EBAY INC 5.2 %
THERMO FISHER SCIENTIFIC INC 5.2 %
ALPHABET INC. CLASS A 5.0 %
APPLE INC 4.9 %
VERTEX PHARMACEUTICALS INC 4.9 %
APPLIED MATERIALS INC 4.8 %
KLA-TENCOR CORPORATION 4.8 %
LAM RESEARCH CORP 4.8 %
ARISTA NETWORKS, INC. 4.5 %
Total 49.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 98.6 %
IRELAND 1.3 %









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.
22.6% 39.1% -- -- 28.6%

Market Correlations
versus... Beta R-squared
S&P500 1.18 91%
MSCI EAFE 1.05 81%
MSCI Emg. Mkts. 0.86 68%

Technical Indicators
Recent close $39.61
30d moving avg. $38.88
Annualized volatility 22.1%
Short interest (ETF) 2.6%
Short interest (Underlying) 3.2%
Relative strength (RSI) 49

Liquidity measures
Avg. volume (thou.) 1
Turnover 0.7%
Bid/Ask (% of price) 0.28%
ADV underlying (mns) $30,300

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 710 potential alternatives to the Pacer US Cash Cows Growth ETF ETF based on the alternatives' overlap in portfolio holdings with BUL. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: BUL Expense: 60 bp ALTAR Score™: 5.2%


ALTERNATIVE ETFs BASED ON OVERLAP WITH BUL
Ticker Fund
Name		 Overlap1
vs BUL
(%)		 Expense
ratio
(bp)		 Savings
vs BUL
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs BUL
(%)
RFG Invesco S&P Midcap 400 Pure Growth ETF 28.3 35 25 4.1 -1.1
MDYG SPDR S&P 400 Mid Cap Growth ETF 22.0 15 45 4.4 -0.7
IJK iShares S&P Mid-Cap 400 Growth ETF 22.0 17 43 4.4 -0.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 21.7 15 45 4.5 -0.7
XPND First Trust Expanded Technology ETF 20.0 65 -5 3.6 -1.6
SOXX iShares PHLX Semiconductor ETF 19.8 46 14 5.6 +0.5
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF 18.8 58 2 4.1 -1.0
RPG Invesco S&P 500 Pure Growth ETF 16.9 35 25 3.2 -2.0
PZLG Puzzle Mature Growth 16.5 10 50 3.8 -1.4
SMH VanEck Vectors Semiconductor ETF 15.6 35 25 5.4 +0.2
FTXL First Trust Nasdaq Semiconductor ETF 15.6 60 0 6.0 +0.8
PSI Invesco Dynamic Semiconductors ETF 15.5 57 3 4.6 -0.6
PLC Principal U.S. Large-Cap Multi-Factor Core Index ETF 15.1 15 45 0.0 -5.2
SOXQ Invesco PHLX Semiconductor ETF 15.1 0 60 6.3 +1.1
FQAL Fidelity Quality Factor ETF 14.7 29 31 4.7 -0.4
STLG iShares Factors US Growth Style ETF 14.0 25 35 5.4 +0.3
IVSG Invesco Select Growth ETF 14.0 48 12 2.3 -2.9
IVLC Invesco US Large Cap Core ESG ETF 13.7 48 12 4.3 -0.9
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 13.6 57 3 4.1 -1.1
IUSG iShares Core S&P US Growth ETF 13.4 4 56 4.1 -1.0
SPGP Invesco S&P 500 GARP ETF 13.3 34 26 6.1 +1.0
PEXL Pacer US Export Leaders ETF 13.3 60 0 4.0 -1.2
IYW iShares U.S. Technology ETF 13.2 43 17 3.9 -1.3
XNTK SPDR NYSE Technology ETF 13.2 35 25 3.3 -1.8
RESP WisdomTree US ESG Fund of Benef Interest 13.0 28 32 5.7 +0.5
XOUT GraniteShares XOUT U.S. Large Cap ETF 12.8 60 0 4.1 -1.1
VOOG Vanguard S&P 500 Growth ETF 12.7 10 50 4.1 -1.1
SPYG SPDR Portfolio S&P 500 Growth ETF 12.7 4 56 4.1 -1.0
IVW iShares S&P 500 Growth ETF 12.7 18 42 4.0 -1.2
JHMT John Hancock Multifactor Technology ETF 12.7 40 20 4.4 -0.8
VSLU Applied Finance Valuation Large Cap ETF 12.5 49 11 5.3 +0.2
KRMA Global X Conscious Companies ETF 12.4 43 17 5.1 -0.1
FBCG Fidelity Blue Chip Growth ETF 12.4 59 1 1.8 -3.3
IGM iShares Expanded Tech Sector ETF 12.3 46 14 3.6 -1.5
MGK Vanguard Mega Cap Growth ETF 12.2 7 53 3.8 -1.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 12.2 49 11 3.9 -1.3
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 12.2 30 30 5.4 +0.2
GSPY Gotham Enhanced 500 ETF 12.1 50 10 5.0 -0.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 12.1 15 45 4.8 -0.4
PWB Invesco Dynamic Large Cap Growth ETF 11.9 56 4 3.2 -2.0
IETC iShares Evolved U.S. Technology ETF 11.8 18 42 3.8 -1.4
SCHG Schwab U.S. Large-Cap Growth ETF 11.8 4 56 3.3 -1.9
HIPR Direxion High Growth ETF 11.8 40 20 3.7 -1.5
ZECP Zacks Earnings Consistent Portfolio ETF 11.7 55 5 4.8 -0.4
VUG Vanguard Growth Index Fund 11.6 4 56 3.5 -1.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 11.6 75 -15 3.0 -2.2
FDMO Fidelity Momentum Factor ETF 11.6 29 31 4.4 -0.8
QQQ Invesco QQQ Trust 11.5 20 40 3.9 -1.3
QQQM Invesco NASDAQ 100 ETF 11.5 15 45 3.9 -1.2
QYLD Global X NASDAQ 100 Covered Call ETF 11.5 60 0 3.6 -1.6
NUSI Nationwide Risk-Managed Income ETF 11.5 68 -8 3.6 -1.6
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 11.5 60 0 3.5 -1.6
EPS WisdomTree U.S. Earnings 500 Fund 11.4 8 52 6.0 +0.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 11.4 15 45 6.1 +0.9
ILCG iShares Morningstar Growth ETF 11.4 4 56 3.2 -1.9
TTAC TrimTabs US Free Cash Flow Quality ETF 11.3 59 1 5.2 +0.1
QRMI Global X NASDAQ 100 Risk Managed Income ETF 11.3 60 0 3.7 -1.5
QCLR Global X NASDAQ 100 Collar 95-110 ETF 11.3 60 0 3.6 -1.6
MMLG First Trust Multi-Manager Large Growth ETF 11.3 85 -25 1.5 -3.6
QLC FlexShares US Quality Large Cap Index Fund 11.3 32 28 5.1 -0.1
QTR Global X NASDAQ 100 Tail Risk ETF 11.2 60 0 3.6 -1.6
QDYN FlexShares Quality Dividend Dynamic Index Fund 11.0 37 23 5.9 +0.8
XMHQ Invesco S&P MidCap Quality ETF 11.0 25 35 6.0 +0.9
AFLG First Trust Active Factor Large Cap ETF 10.9 55 5 5.4 +0.2
IWY iShares Russell Top 200 Growth ETF 10.9 20 40 4.1 -1.1
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 10.8 21 39 3.1 -2.1
FLRG Fidelity U.S. Multifactor ETF 10.8 29 31 6.4 +1.2
AIEQ AI Powered Equity ETF 10.8 80 -20 0.8 -4.3
NULG Nuveen ESG Large-Cap Growth ETF 10.8 35 25 3.2 -2.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 10.7 15 45 6.0 +0.8
XJH iShares ESG Screened S&P Mid-Cap ETF 10.7 12 48 5.7 +0.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 10.7 19 41 5.6 +0.4
VONG Vanguard Russell 1000 Growth Index Fund 10.7 8 52 3.9 -1.3
RECS Columbia Research Enhanced Core ETF 10.6 15 45 5.2 +0.0
IWF iShares Russell 1000 Growth ETF 10.6 19 41 3.7 -1.4
RYT Invesco S&P 500 Equal Weight Technology ETF 10.5 40 20 5.5 +0.3
FVAL Fidelity Value Factor ETF 10.5 29 31 7.1 +2.0
IQM Franklin Intelligent Machines ETF 10.4 50 10 2.2 -3.0
IQSU IQ Candriam ESG US Equity ETF 10.3 9 51 4.6 -0.5
XLG Invesco S&P 500 Top 50 ETF 10.2 20 40 4.1 -1.1
IUS Invesco Strategic US ETF 10.2 19 41 5.9 +0.7
SUSA iShares MSCI USA ESG Select ETF 10.2 25 35 4.4 -0.7
TECB iShares US Tech Breakthrough Multisector ETF 10.2 40 20 3.7 -1.5
MDY SPDR S&P Midcap 400 ETF Trust 10.2 23 37 5.5 +0.3
EFIV SPDR S&P 500 ESG ETF 10.2 10 50 4.7 -0.4
IJH iShares Core S&P Mid-Cap ETF 10.1 5 55 5.6 +0.5
SNPE Xtrackers S&P 500 ESG ETF 10.1 10 50 4.7 -0.4
SPMD SPDR Portfolio Mid Cap ETF 10.1 5 55 5.6 +0.5
IVOO Vanguard S&P Mid-Cap 400 ETF 10.1 10 50 5.7 +0.5
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 10.1 12 48 4.9 -0.3
IDRV iShares Self-driving EV & Tech ETF 10.0 47 13 5.2 0.0
HART IQ Healthy Hearts ETF 10.0 45 15 4.5 -0.7
JOYY Infusive Compounding Global Equities ETF 10.0 50 10 3.9 -1.3
PLAT WisdomTree Modern Tech Platforms Fund 10.0 20 40 1.4 -3.8
VNSE Natixis Vaughan Nelson Select ETF 10.0 80 -20 2.1 -3.1
LEAD Siren DIVCON Leaders Dividend ETF 9.9 43 17 5.4 +0.3
QUAL iShares MSCI Usa Quality Factor ETF 9.8 15 45 4.8 -0.4
SPXN ProShares S&P 500 Ex-Financials ETF 9.8 27 33 4.5 -0.7
MMTM SPDR S&P 1500 Momentum Tilt ETF 9.7 12 48 4.7 -0.5
VFQY Vanguard U.S. Quality Factor ETF 9.7 13 47 5.3 +0.2
SPQQ Siren Large Cap Blend Index ETF 9.7 20 40 3.9 -1.2
HKND Humankind US Stock ETF 9.6 209 -149 3.9 -1.3
QTUM Defiance Quantum ETF 9.6 40 20 4.9 -0.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 9.6 75 -15 6.0 +0.9
IWL iShares Russell Top 200 ETF 9.5 15 45 4.6 -0.6
IOO iShares Global 100 ETF 9.5 40 20 4.8 -0.4
XVV iShares ESG Screened S&P 500 ETF 9.5 8 52 4.7 -0.5
FCPI Fidelity Stocks for Inflation ETF 9.5 29 31 7.2 +2.0
SPHQ Invesco S&P 500 Quality ETF 9.5 15 45 5.0 -0.1
RFFC RiverFront Dynamic US Flex-Cap ETF 9.4 52 8 4.6 -0.6
PSET Principal Price Setters Index ETF 9.4 15 45 4.9 -0.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 9.4 9 51 5.3 +0.1
SPTM SPDR Portfolio Total Stock Market ETF 9.3 3 57 4.9 -0.3
MGC Vanguard Mega Cap Index Fund 9.3 7 53 4.7 -0.5
BKLC BNY Mellon US Large Cap Core Equity ETF 9.3 0 60 4.7 -0.4
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 9.3 17 43 4.9 -0.3
SMDY Syntax Stratified MidCap ETF 9.3 35 25 5.2 +0.1
DFUS Dimensional U.S. Equity ETF 9.3 11 49 4.7 -0.5
SXQG 6 Meridian Quality Growth ETF 9.2 100 -40 3.0 -2.1
OEF iShares S&P 100 ETF 9.2 20 40 4.5 -0.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 9.2 20 40 4.7 -0.5
SPXE ProShares S&P 500 Ex-Energy ETF 9.2 27 33 4.7 -0.5
QGRO American Century STOXX U.S. Quality Growth ETF 9.2 29 31 3.5 -1.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 9.2 20 40 4.7 -0.4
ESGV Vanguard ESG U.S. Stock ETF 9.1 12 48 4.6 -0.6
QLV FlexShares US Quality Low Volatility Index Fund 9.1 22 38 4.3 -0.8
PBP Invesco S&P 500 BuyWrite ETF 9.1 49 11 4.5 -0.7
VOO VANGUARD S&P 500 ETF 9.1 3 57 4.8 -0.3
XRMI Global X S&P 500 Risk Managed Income ETF 9.1 60 0 4.5 -0.7
SPLG SPDR Portfolio S&P 500 ETF 9.1 3 57 4.8 -0.3
SPY SPDR S&P 500 ETF Trust 9.1 9 51 4.8 -0.4
VONE Vanguard Russell 1000 ETF 9.1 8 52 4.6 -0.5
IVV iShares Core S&P 500 ETF 9.1 3 57 4.8 -0.4
SCHK Schwab 1000 Index ETF 9.0 5 55 4.6 -0.6
XVOL Acruence Active Hedge U.S. Equity ETF 9.0 83 -23 4.1 -1.1
ILCB iShares Morningstar U.S. Equity ETF 9.0 3 57 4.6 -0.5
XYLG Global X S&P 500 Covered Call & Growth ETF 9.0 60 0 4.3 -0.9
IYY iShares Dow Jones U.S. ETF 9.0 20 40 4.4 -0.7
XTR Global X S&P 500 Tail Risk ETF 9.0 60 0 4.4 -0.7
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 9.0 35 25 7.0 +1.8
IWB iShares Russell 1000 ETF 9.0 15 45 4.6 -0.6
XCLR Global X S&P 500 Collar 95-110 ETF 9.0 60 0 4.5 -0.7
WGRO WisdomTree U.S. Growth & Momentum Fund 9.0 55 5 4.3 -0.8
DFAU Dimensional US Core Equity Market ETF 9.0 12 48 4.9 -0.3
ESGU iShares MSCI USA ESG Optimized ETF 9.0 15 45 4.6 -0.6
MILN Global X Millennial Consumer ETF 9.0 50 10 2.2 -3.0
VOTE Engine No. 1 Transform 500 ETF 9.0 5 55 4.6 -0.6
VTHR Vanguard Russell 3000 Index Fund 8.9 10 50 4.4 -0.7
DFND Siren DIVCON Dividend Defender ETF 8.9 144 -84 4.5 -0.7
SCHX Schwab U.S. Large-Cap ETF 8.9 3 57 4.6 -0.6
PBUS Invesco PureBeta MSCI USA ETF 8.9 4 56 4.7 -0.5
IWV iShares Russell 3000 ETF 8.9 20 40 4.3 -0.8
VTI Vanguard Total Stock Market Index Fund 8.9 3 57 4.4 -0.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 8.9 7 53 4.6 -0.5
VV Vanguard Large-Cap Index Fund 8.9 4 56 4.6 -0.6
SFY SoFi Select 500 ETF 8.9 0 60 4.5 -0.7
SCHB Schwab U.S. Broad Market ETF 8.9 3 57 4.5 -0.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 8.9 2 58 4.7 -0.5
QSY WisdomTree U.S. LargeCap Value Fund 8.8 38 22 6.8 +1.6
DFAC Dimensional U.S. Core Equity 2 ETF 8.8 19 41 5.1 -0.0
TDIV First Trust NASDAQ Technology Dividend Index Fund 8.8 50 10 6.0 +0.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 8.8 3 57 4.4 -0.7
SPXV ProShares S&P 500 Ex-Health Care ETF 8.8 27 33 4.3 -0.9
NACP Impact Shares NAACP Minority Empowerment ETF 8.7 49 11 4.5 -0.6
ANEW ProShares MSCI Transformational Changes ETF 8.7 45 15 2.8 -2.3
PWC Invesco Dynamic Market ETF 8.7 58 2 5.3 +0.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 8.6 15 45 4.7 -0.5
ADME Aptus Drawdown Managed Equity ETF 8.5 79 -19 3.7 -1.4
LVOL American Century Low Volatility ETF 8.5 29 31 4.5 -0.7
HLAL Wahed FTSE USA Shariah ETF 8.5 50 10 4.3 -0.9
ECOZ TrueMark ESG Active Opportunities ETF 8.5 58 2 3.6 -1.6
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 8.3 80 -20 5.3 +0.1
CATH Global X S&P 500 Catholic Values Custom ETF 8.3 29 31 4.5 -0.7
QDEF FlexShares Quality Dividend Defensive Index Fund 8.3 37 23 5.9 +0.7
ACIO Aptus Collared Income Opportunity ETF 8.3 79 -19 3.7 -1.5
PXQ Invesco Dynamic Networking ETF 8.3 63 -3 3.4 -1.8
JQUA JPMorgan U.S. Quality Factor ETF 8.3 12 48 5.2 +0.1
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 8.3 30 30 6.6 +1.4
FLQL Franklin LibertyQ U.S. Equity ETF 8.2 15 45 6.4 +1.2
XLK Technology Select Sector SPDR Fund 8.2 12 48 4.6 -0.6
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 8.2 69 -9 4.3 -0.9
EWMC Invesco S&P MidCap 400 Equal Weight ETF 8.2 40 20 5.6 +0.4
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 8.2 45 15 4.8 -0.4
XDAT Franklin Exponential Data ETF 8.2 50 10 1.4 -3.7
LRGE ClearBridge Large Cap Growth ESG ETF 8.1 59 1 3.0 -2.2
AIQ Global X Future Analytics Tech ETF 8.1 68 -8 3.4 -1.7
WOMN Impact Shares YWCA Women's Empowerment ETF 8.1 75 -15 4.4 -0.8
AVUS Avantis U.S. Equity ETF 8.0 15 45 5.2 +0.0
JHML John Hancock Multifactor Large Cap ETF 8.0 29 31 4.9 -0.3
SFYF SoFi 50 ETF 8.0 29 31 -1.0 -6.1
VGT Vanguard Information Technology Index Fund 8.0 10 50 4.3 -0.9
DIVB iShares U.S. Dividend & Buyback ETF 8.0 25 35 6.1 +0.9
FTEC Fidelity MSCI Information Technology Index ETF 8.0 8 52 4.3 -0.9
JMOM JPMorgan U.S. Momentum Factor ETF 7.9 12 48 3.9 -1.2
JVAL JPMorgan U.S. Value Factor ETF 7.9 12 48 7.2 +2.1
PEZ Invesco DWA Consumer Cyclicals Momentum ETF 7.9 60 0 2.5 -2.7
GVIP Goldman Sachs Hedge Industry VIP ETF 7.8 45 15 3.6 -1.6
XMMO Invesco S&P MidCap Momentum ETF 7.8 34 26 6.3 +1.2
CCOR Core Alternative ETF 7.8 109 -49 4.5 -0.6
FXD First Trust Consumer Discretionary AlphaDEX Fund 7.7 63 -3 6.4 +1.2
FTHI First Trust High Income ETF 7.7 85 -25 5.8 +0.7
DRIV Global X Autonomous & Electric Vehicles ETF 7.7 68 -8 4.6 -0.6
FXH First Trust Health Care AlphaDEX Fund 7.7 61 -1 5.1 -0.1
SYE SPDR MFS Systematic Core Equity ETF 7.7 60 0 0.0 -5.2
FTLB First Trust Hedged BuyWrite Income ETF 7.6 85 -25 5.9 +0.8
IXN iShares Global Tech ETF 7.6 46 14 4.0 -1.1
SKYY First Trust Cloud Computing ETF 7.5 60 0 2.3 -2.9
IDAT iShares Cloud 5G and Tech ETF 7.5 47 13 4.3 -0.8
FDN First Trust Dow Jones Internet Index Fund 7.5 51 9 1.8 -3.4
QDF FlexShares Quality Dividend Index Fund 7.4 37 23 6.0 +0.8
THNQ ROBO Global Artificial Intelligence ETF 7.4 68 -8 1.8 -3.3
JOET Virtus Terranova US Quality Momentum ETF 7.4 29 31 4.4 -0.8
FSMO Fidelity Small-Mid Cap Opportunities ETF 7.4 64 -4 5.4 +0.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 7.4 35 25 4.4 -0.8
MTUM iShares MSCI USA Momentum Factor ETF 7.4 15 45 4.2 -1.0
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 7.4 58 2 4.1 -1.0
PKW Invesco Buyback Achievers ETF 7.3 62 -2 7.4 +2.2
RDVY First Trust Rising Dividend Achievers ETF 7.3 50 10 6.7 +1.6
KOKU Xtrackers MSCI Kokusai Equity ETF 7.3 9 51 4.9 -0.3
TOK iShares MSCI Kokusai ETF 7.2 25 35 4.8 -0.4
PTH Invesco DWA Healthcare Momentum ETF 7.2 60 0 -1.3 -6.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 7.2 70 -10 2.0 -3.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 7.1 30 30 4.4 -0.7
DSTL Distillate US Fundamental Stability & Value ETF 7.1 39 21 7.0 +1.9
IEDI iShares Evolved U.S. Discretionary Spending ETF 7.1 18 42 3.8 -1.3
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 7.1 25 35 4.9 -0.3
KNGS UPHOLDINGS Compound Kings ETF 7.1 60 0 3.1 -2.0
LRGF iShares Edge MSCI Multifactor USA ETF 7.1 20 40 6.6 +1.4
QVML Invesco S&P 500 QVM Multi-factor ETF 7.0 11 49 5.1 -0.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 7.0 10 50 4.8 -0.3
SUSL iShares ESG MSCI USA Leaders ETF 7.0 10 50 4.8 -0.3
XT iShares Exponential Technologies ETF 7.0 47 13 4.7 -0.4
EBIZ Global X E-Commerce ETF 7.0 50 10 4.6 -0.6
ALTL Pacer Lunt Large Cap Alternator ETF 7.0 60 0 5.1 -0.0
SPHB Invesco S&P 500 High Beta ETF 7.0 25 35 3.3 -1.8
FSST Fidelity Sustainability U.S. Equity ETF 6.9 59 1 4.7 -0.5
CWS AdvisorShares Focused Equity ETF 6.9 77 -17 4.4 -0.8
JHMH John Hancock Multifactor Healthcare ETF 6.8 40 20 5.8 +0.7
DGRW WisdomTree U.S. Quality Dividend Growth Fund 6.8 28 32 6.3 +1.2
RWK Invesco S&P MidCap 400 Revenue ETF 6.8 39 21 6.7 +1.6
URTH iShares MSCI World ETF 6.8 24 36 4.9 -0.3
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 6.8 75 -15 4.3 -0.8
SPMO Invesco S&P 500 Momentum ETF 6.7 13 47 4.8 -0.3
IBBQ Invesco Nasdaq Biotechnology ETF 6.7 0 60 0.3 -4.8
IYH iShares U.S. Healthcare ETF 6.6 43 17 6.0 +0.8
QUS SPDR MSCI USA StrategicFactors ETF 6.6 15 45 5.2 +0.0
VBK Vanguard Small-Cap Growth Index Fund 6.6 7 53 1.9 -3.3
MOAT VanEck Vectors Morningstar Wide Moat ETF 6.5 47 13 5.8 +0.7
ESG FlexShares STOXX US ESG Impact Index Fund 6.5 32 28 4.8 -0.4
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 6.4 112 -52 3.6 -1.5
LGBT LGBTQ + ESG100 ETF 6.4 75 -15 0.0 -5.2
VFMF Vanguard U.S. Multifactor ETF 6.4 19 41 7.1 +2.0
IEHS iShares Evolved U.S. Healthcare Staples ETF 6.3 18 42 4.9 -0.3
FIVG Defiance Next Gen Connectivity ETF 6.3 30 30 4.7 -0.5
LUXE Emles Luxury Goods ETF 6.3 60 0 2.9 -2.3
RYH Invesco S&P 500 Equal Weight Health Care ETF 6.3 40 20 6.6 +1.4
XLV Health Care Select Sector SPDR Fund 6.3 12 48 7.0 +1.8
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 6.3 50 10 2.7 -2.4
SYG SPDR MFS Systematic Growth Equity ETF 6.2 60 0 0.0 -5.2
CACG ClearBridge All Cap Growth ETF 6.2 53 7 3.6 -1.6
ETHO Etho Climate Leadership U.S. ETF 6.2 48 12 3.8 -1.3
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 6.2 30 30 5.3 +0.2
HELX Franklin Genomic Advancements ETF 6.2 50 10 -0.1 -5.3
FXL First Trust Technology AlphaDEX Fund 6.1 61 -1 4.5 -0.6
FTXD First Trust Nasdaq Retail ETF 6.1 60 0 4.9 -0.3
VHT Vanguard Health Care Index Fund 6.1 10 50 5.3 +0.1
FNDX Schwab Fundamental U.S. Large Co. Index ETF 6.0 25 35 5.8 +0.6
LOWC SPDR MSCI ACWI Low Carbon Target ETF 6.0 20 40 5.3 +0.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 6.0 20 40 5.2 +0.0
FDLO Fidelity Low Volatility Factor ETF 6.0 29 31 4.6 -0.6
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 6.0 35 25 5.0 -0.2
VFMO Vanguard U.S. Momentum Factor ETF 6.0 13 47 3.5 -1.7
ACWI iShares MSCI ACWI ETF 6.0 32 28 5.1 -0.1
FHLC Fidelity MSCI Health Care Index ETF 6.0 8 52 5.2 +0.1
TMFC Motley Fool 100 Index ETF 6.0 50 10 3.2 -1.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 6.0 7 53 3.7 -1.5
NULC Nuveen ESG Large-Cap ETF 5.9 20 40 4.7 -0.5
BFOR Barron's 400 ETF 5.9 70 -10 6.3 +1.1
FNDB Schwab Fundamental U.S. Broad Market Index ETF 5.9 25 35 5.8 +0.6
ILCV iShares Morningstar Value ETF 5.8 4 56 6.3 +1.1
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 5.8 60 0 4.1 -1.0
VIRS Pacer BioThreat Strategy ETF 5.8 70 -10 5.2 +0.0
ALFA AlphaClone Alternative Alpha ETF 5.8 65 -5 0.5 -4.7
FNX First Trust Mid Cap Core AlphaDEX Fund 5.8 60 0 5.7 +0.5
HTEC ROBO Global Healthcare Technology & Innovation ETF 5.7 68 -8 0.5 -4.6
SCHM Schwab U.S. Mid-Cap ETF 5.7 4 56 5.1 -0.1
LYFE 2nd Vote Life Neutral Plus ETF 5.6 75 -15 6.1 +0.9
XMLV Invesco S&P MidCap Low Volatility ETF 5.6 25 35 5.2 +0.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 5.6 9 51 5.2 +0.0
RNMC Mid Cap US Equity Select ETF 5.6 60 0 6.3 +1.2
DSI iShares MSCI KLD 400 Social ETF 5.6 25 35 4.6 -0.6
GDVD Principal Active Global Dividend Income ETF 5.6 58 2 0.0 -5.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 5.6 18 42 6.1 +1.0
ONEO SPDR Russell 1000 Momentum Focus ETF 5.6 20 40 6.4 +1.3
XSD SPDR S&P Semiconductor ETF 5.5 35 25 3.8 -1.4
ESGG FlexShares STOXX Global ESG Impact Index Fund 5.5 42 18 4.8 -0.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 5.5 60 0 4.8 -0.4
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 5.5 41 19 5.5 +0.4
FCOM Fidelity MSCI Telecommunication Services Index ETF 5.5 8 52 4.1 -1.1
FDRR Fidelity Dividend ETF for Rising Rates 5.5 29 31 6.5 +1.3
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.5 46 14 4.8 -0.3
VOX Vanguard Telecommunication Services Index Fund 5.5 10 50 4.0 -1.2
JHMC John Hancock Multifactor Consumer Discretionary ETF 5.5 40 20 3.4 -1.7
EQOP Natixis U.S. Equity Opportunities ETF 5.4 90 -30 3.7 -1.4
VT Vanguard Total World Stock ETF 5.4 8 52 5.3 +0.2
SLT Pacer Salt High truBeta US Market ETF 5.4 60 0 4.5 -0.6
WUGI Esoterica NextG Economy ETF 5.4 75 -15 1.0 -4.2
DLN WisdomTree U.S. LargeCap Dividend Fund 5.3 28 32 6.2 +1.0
GOAT VanEck Vectors Morningstar Global Wide Moat ETF 5.3 52 8 5.6 +0.5
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 5.3 35 25 5.3 +0.1
RNLC Large Cap US Equity Select ETF 5.2 60 0 5.3 +0.2
XHB SPDR S&P Homebuilders ETF 5.2 35 25 7.6 +2.4
IHI iShares U.S. Medical Devices ETF 5.2 42 18 3.0 -2.2
ACWF iShares MSCI Global Multifactor ETF 5.1 35 25 7.7 +2.5
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 5.1 49 11 5.0 -0.2
IXP iShares Global Comm Services ETF 5.0 46 14 5.5 +0.4
XLC The Communication Services Select Sector SPDR Fund 5.0 12 48 5.2 +0.1
SOCL Global X Social Media ETF 5.0 65 -5 2.2 -3.0
OGIG O'Shares Global Internet Giants ETF 5.0 48 12 0.4 -4.7
WDNA WisdomTree BioRevolution Fund 5.0 45 15 -3.3 -8.5
FTC First Trust Large Cap Growth AlphaDEX Fund 5.0 60 0 2.7 -2.4
EKAR Innovation Shares NextGen Vehicles & Technology ETF 5.0 95 -35 5.0 -0.2
MRAD SmartETFs Advertising & Marketing Technology ETF 5.0 68 -8 1.4 -3.8
NXTG First Trust Indxx NextG ETF 5.0 70 -10 5.3 +0.2
FDVV Fidelity Core Dividend ETF 4.9 29 31 6.3 +1.1
IBB iShares NASDAQ Biotechnology ETF 4.9 46 14 0.2 -5.0
DTD WisdomTree U.S.Total Dividend Fund 4.9 28 32 6.3 +1.1
KVLE KFA Value Liner Dynamic Core Equity Index ETF 4.9 56 4 5.7 +0.6
DIVO Amplify YieldShares CWP Dividend & Option Income ETF 4.9 55 5 4.7 -0.5
ACSI American Customer Satisfaction Core Alpha ETF 4.9 66 -6 4.3 -0.9
RFDA RiverFront Dynamic US Dividend Advantage ETF 4.9 52 8 4.9 -0.3
QWLD SPDR MSCI World StrategicFactors ETF 4.9 30 30 5.4 +0.2
BBH VanEck Vectors Biotech ETF 4.9 35 25 4.1 -1.1
EZM WisdomTree U.S. MidCap Earnings Fund 4.9 38 22 7.6 +2.4
ONLN ProShares Online Retail ETF 4.8 58 2 -0.2 -5.3
AFMC First Trust Active Factor Mid Cap ETF 4.8 65 -5 6.5 +1.4
PBS Invesco Dynamic Media ETF 4.8 63 -3 -1.4 -6.5
YLDE ClearBridge Dividend Strategy ESG ETF 4.8 60 0 4.5 -0.7
FSMD Fidelity Small-Mid Factor ETF 4.8 29 31 6.4 +1.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 4.7 63 -3 2.3 -2.9
MIDF iShares Edge MSCI Multifactor USA Mid-Cap ETF 4.7 25 35 7.0 +1.8
SIXL 6 Meridian Low Beta Equity Strategy ETF 4.7 88 -28 4.9 -0.3
IMCG iShares Morningstar Mid-Cap Growth ETF 4.7 6 54 3.0 -2.2
USMF WisdomTree U.S. Multifactor Fund 4.7 28 32 6.9 +1.7
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 4.7 29 31 6.2 +1.0
SFYX Sofi Next 500 ETF 4.7 0 60 4.7 -0.5
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 4.7 75 -15 4.2 -1.0
GK AdvisorShares Gerber Kawasaki ETF 4.6 81 -21 2.5 -2.7
VEGN US Vegan Climate ETF 4.6 60 0 4.0 -1.2
PDP Invesco DWA Momentum ETF 4.6 62 -2 2.6 -2.6
VLU SPDR S&P 1500 Value Tilt ETF 4.6 12 48 6.3 +1.1
FEVR Inspire Faithward Large Cap Momentum ESG ETF 4.6 85 -25 3.4 -1.8
MVPS Amplify Thematic All-Stars ETF 4.6 49 11 1.6 -3.5
ROUS Hartford Multifactor US Equity ETF 4.6 19 41 6.2 +1.0
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 4.6 17 43 6.3 +1.2
JHMM John Hancock Multifactor Mid Cap ETF 4.5 42 18 4.9 -0.3
SPXT ProShares S&P 500 Ex-Technology ETF 4.5 27 33 4.8 -0.3
IGN iShares North American Tech-Multimedia Networking ETF 4.5 46 14 5.0 -0.2
OSCV Opus Small Cap Value Plus ETF 4.4 79 -19 3.9 -1.3
IWP iShares Russell Mid-Cap Growth ETF 4.4 24 36 2.6 -2.6
VB Vanguard Small-Cap ETF 4.4 5 55 4.6 -0.6
DBLV AdvisorShares DoubleLine Value Equity ETF 4.4 91 -31 5.3 +0.2
USXF iShares ESG Advanced MSCI USA ETF 4.4 10 50 4.9 -0.3
IXJ iShares Global Healthcare ETF 4.3 46 14 6.1 +0.9
GBGR Global Beta Momentum-Growth ETF 4.3 29 31 5.8 +0.7
IUSS Invesco Strategic US Small Company ETF 4.3 23 37 4.6 -0.6
RWL Invesco S&P 500 Revenue ETF 4.3 39 21 6.1 +0.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 4.3 29 31 6.9 +1.7
DFAS Dimensional U.S. Small Cap ETF 4.3 34 26 5.0 -0.1
PRF Invesco FTSE RAFI US 1000 ETF 4.2 39 21 5.9 +0.8
ONEV SPDR Russell 1000 Low Volatility Focus ETF 4.2 20 40 6.1 +0.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.2 24 36 5.9 +0.7
RAFE PIMCO RAFI ESG U.S. ETF 4.1 30 30 6.7 +1.5
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 4.1 20 40 7.4 +2.2
TPLC Timothy Plan US Large Cap Core ETF 4.1 52 8 4.7 -0.5
JEPI JPMorgan Equity Premium Income ETF 4.1 35 25 4.9 -0.2
IEIH iShares Evolved U.S. Innovative Healthcare ETF 4.1 18 42 4.5 -0.7
BUZZ VanEck Vectors Social Sentiment ETF 4.0 75 -15 1.1 -4.1
LRNZ TrueMark Technology, AI & Deep Learning ETF 4.0 68 -8 -0.3 -5.5
FBT First Trust NYSE Arca Biotechnology Index Fund 4.0 55 5 -1.2 -6.4
PSM Principal U.S. Small-MidCap Multi-Factor Core Index ETF 4.0 20 40 0.0 -5.2
FDWM Fidelity Women's Leadership ETF 4.0 59 1 4.7 -0.5
SDEP Sweet Defensive U.S. Equity Portfolio 4.0 0 60 6.1 +1.0
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 4.0 60 0 7.1 +2.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4.0 30 30 5.6 +0.5
HLGE Hartford Longevity Economy ETF 4.0 44 16 6.5 +1.4
LIV Emles (a)Home ETF 4.0 49 11 3.1 -2.1
JHCS John Hancock Multifactor Media & Communications ETF 3.9 40 20 5.2 +0.1
IEME iShares Evolved U.S. Media & Entertainment ETF 3.9 18 42 5.2 +0.0
ARKG ARK Genomic Revolution ETF 3.9 75 -15 -2.8 -7.9
BIBL Inspire ETF 3.9 35 25 4.6 -0.6
FNDA Schwab Fundamental U.S. Small Co. Index ETF 3.9 25 35 5.3 +0.1
JHSC John Hancock Multifactor Small Cap ETF 3.9 42 18 5.0 -0.2
PBSM Invesco PureBeta MSCI USA Small Cap ETF 3.9 6 54 4.2 -1.0
ISMD Inspire Small/Mid Cap Impact ETF 3.8 57 3 4.7 -0.4
FNK First Trust Mid Cap Value AlphaDEX Fund 3.8 70 -10 7.9 +2.7
SIMS SPDR S&P Kensho Intelligent Structures ETF 3.7 45 15 3.1 -2.1
XMVM Invesco S&P MidCap Value with Momentum ETF 3.7 39 21 8.8 +3.7
OUSA O'Shares FTSE US Quality Dividend ETF 3.7 48 12 5.9 +0.7
VALQ American Century STOXX U.S. Quality Value ETF 3.7 29 31 7.7 +2.6
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 3.7 17 43 4.1 -1.1
DWEQ AdvisorShares Dorsey Wright Alpha Equal Weight ETF 3.7 103 -43 3.2 -2.0
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 3.6 64 -4 6.1 +1.0
XITK SPDR FactSet Innovative Technology ETF 3.6 45 15 0.0 -5.1
FBCV Fidelity Blue Chip Value ETF 3.6 59 1 6.4 +1.3
STLV iShares Factors US Value Style ETF 3.6 25 35 7.7 +2.5
RVRS Reverse Cap Weighted U.S. Large Cap ETF 3.5 29 31 5.4 +0.2
VTWG Vanguard Russell 2000 Growth Index Fund 3.5 15 45 0.4 -4.8
TUSA First Trust Total US Market AlphaDEX ETF 3.5 70 -10 5.6 +0.5
SCHA Schwab U.S. Small-Cap ETF 3.5 4 56 3.9 -1.2
DGRO iShares Core Dividend Growth ETF 3.5 8 52 6.3 +1.2
QVAL Alpha Architect U.S. Quantitative Value ETF 3.5 49 11 10.2 +5.0
META Roundhill Ball Metaverse ETF 3.5 75 -15 3.0 -2.2
IYZ iShares U.S. Telecommunications ETF 3.4 42 18 6.7 +1.6
XHS SPDR S&P Health Care Services ETF 3.4 35 25 4.0 -1.2
IWO iShares Russell 2000 Growth ETF 3.4 24 36 0.2 -5.0
SPMV Invesco S&P 500 Minimum Variance ETF 3.4 10 50 4.9 -0.3
VFMV Vanguard U.S. Minimum Volatility ETF 3.4 13 47 4.8 -0.4
VOT Vanguard Mid-Cap Growth Index Fund 3.4 7 53 2.7 -2.5
PQLC PGIM QMA Strategic Alpha Large-Cap Core ETF 3.4 17 43 6.3 +1.2
SMMD iShares Russell 2500 ETF 3.3 15 45 4.9 -0.2
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 3.3 60 0 4.3 -0.8
XTL SPDR S&P Telecom ETF 3.3 35 25 3.2 -2.0
FMK First Trust Mega Cap AlphaDEX Fund 3.3 70 -10 0.0 -5.2
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 3.3 47 13 0.8 -4.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.3 4 56 4.6 -0.6
IMCB iShares Morningstar Mid-Cap ETF 3.3 4 56 4.6 -0.6
HOMZ Hoya Capital Housing ETF 3.3 30 30 7.0 +1.8
BMED BlackRock Future Health ETF 3.2 85 -25 -0.3 -5.5
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 3.2 60 0 5.9 +0.8
QQQN VictoryShares Nasdaq Next 50 ETF 3.2 18 42 3.3 -1.9
EDOW First Trust Dow 30 Equal Weight ETF 3.2 50 10 5.6 +0.4
REVS Columbia Research Enhanced Value ETF 3.2 19 41 6.8 +1.7
CLRG IQ Chaikin U.S. Large Cap ETF 3.2 25 35 5.1 -0.1
SUBZ Roundhill Streaming Services & Technology ETF 3.1 75 -15 -1.3 -6.4
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.1 15 45 2.6 -2.6
DON WisdomTree U.S. MidCap Dividend Fund 3.1 38 22 6.6 +1.4
ISCG iShares Morningstar Small-Cap Growth ETF 3.0 6 54 0.3 -4.8
VXF Vanguard Extended Market Index Fund 3.0 6 54 2.5 -2.7
CZA Invesco Zacks Mid-Cap ETF 3.0 69 -9 5.4 +0.2
CFA VictoryShares US 500 Volatility Weighted Index ETF 3.0 35 25 5.3 +0.1
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 3.0 35 25 5.3 +0.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.0 9 51 4.9 -0.2
SDGA Impact Shares Sustainable Development Goals Global ETF 3.0 75 -15 5.4 +0.2
EQAL Invesco Russell 1000 Equal Weight ETF 3.0 20 40 5.2 +0.0
GURU Global X Guru Index ETF 3.0 75 -15 2.8 -2.4
SIZE iShares MSCI USA Size Factor ETF 2.9 15 45 4.7 -0.5
EUSA iShares MSCI USA Equal Weighted ETF 2.9 15 45 4.9 -0.3
WLDR Affinity World Leaders Equity ETF 2.9 67 -7 8.2 +3.1
BBP BioShares Biotechnology Products Fund 2.9 79 -19 -1.7 -6.8
DWLD Davis Select Worldwide ETF 2.9 63 -3 6.0 +0.8
VNMC Natixis Vaughan Nelson Mid Cap ETF 2.9 85 -25 6.1 +0.9
ENTR Entrepreneur 30 Fund 2.8 49 11 1.6 -3.6
FUNL CornerCap Fundametrics Large-Cap ETF 2.8 50 10 6.8 +1.6
LOUP Innovator Loup Frontier Tech ETF 2.8 70 -10 4.4 -0.8
FDIS Fidelity MSCI Consumer Discretionary Index ETF 2.8 8 52 3.7 -1.4
FLLV Franklin Liberty U.S. Low Volatility ETF 2.8 29 31 5.0 -0.1
RSP Invesco S&P 500 Equal Weight ETF 2.8 20 40 5.3 +0.2
IWR iShares Russell Midcap ETF 2.8 19 41 4.5 -0.7
VCR Vanguard Consumer Discretionary Index Fund 2.8 10 50 3.7 -1.5
VBR Vanguard Small Cap Value Index Fund 2.8 7 53 6.5 +1.3
KOMP SPDR Kensho New Economies Composite ETF 2.8 20 40 1.5 -3.6
FTXH First Trust Nasdaq Pharmaceuticals ETF 2.7 60 0 4.4 -0.7
XRT SPDR S&P Retail ETF 2.7 35 25 5.0 -0.1
THCX The Cannabis ETF 2.7 75 -15 -11.6 -16.8
OUSM O'Shares FTSE Russell Small Cap Quality Dividend ETF 2.7 48 12 6.2 +1.0
IHF iShares U.S. Healthcare Providers ETF 2.7 42 18 6.5 +1.3
DIA SPDR Dow Jones Industrial Average ETF Trust 2.7 16 44 5.4 +0.3
DUSA Davis Select U.S. Equity ETF 2.7 62 -2 6.5 +1.3
IWX iShares Russell Top 200 Value ETF 2.7 20 40 6.2 +1.0
PAVE Global X U.S. Infrastructure Development ETF 2.7 47 13 5.0 -0.2
BKSE BNY Mellon US Small Cap Core Equity ETF 2.7 4 56 4.0 -1.1
EGIS 2nd Vote Society Defended ETF 2.6 75 -15 6.1 +1.0
FXZ First Trust Materials AlphaDEX Fund 2.6 67 -7 7.8 +2.7
FEX First Trust Large Cap Core AlphaDEX Fund 2.6 59 1 5.2 +0.0
CCON Direxion Connected Consumer ETF 2.6 45 15 3.2 -1.9
IYM iShares U.S. Basic Materials ETF 2.6 43 17 6.8 +1.7
WFH Direxion Work From Home ETF 2.6 45 15 5.1 -0.1
ACVF American Conservative Values ETF 2.5 75 -15 4.1 -1.1
EQWL Invesco Russell Top 200 Equal Weight ETF 2.5 25 35 5.7 +0.6
DFAT Dimensional U.S. Targeted Value ETF 2.5 34 26 6.3 +1.2
KLCD KFA Large Cap Quality Dividend Index ETF 2.5 42 18 5.1 -0.1
VONV Vanguard Russell 1000 Value Index Fund 2.4 8 52 6.1 +0.9
IWD iShares Russell 1000 Value ETF 2.4 19 41 6.0 +0.8
IBUY Amplify Online Retail ETF 2.4 65 -5 -1.3 -6.4
JSTC Adasina Social Justice All Cap Global ETF 2.4 89 -29 4.4 -0.8
VLUE iShares MSCI USA Value Factor ETF 2.3 15 45 9.9 +4.8
NUMV Nuveen ESG Mid-Cap Value ETF 2.3 40 20 6.3 +1.1
EWCO Invesco S&P 500 Equal Weight Communication Services ETF 2.3 40 20 6.1 +1.0
PY Principal Shareholder Yield Index ETF 2.3 15 45 8.4 +3.2
VO Vanguard Mid-Cap Index Fund 2.3 4 56 4.2 -0.9
CLOU Global X Cloud Computing ETF 2.2 68 -8 0.8 -4.4
KOIN Innovation Shares NextGen Protocol ETF 2.2 95 -35 4.1 -1.0
RBUS Nationwide Risk-Based U.S. Equity ETF 2.2 30 30 5.1 -0.0
SYV SPDR MFS Systematic Value Equity ETF 2.2 60 0 0.0 -5.2
YPS Arrow Reverse Cap 500 ETF 2.1 29 31 5.4 +0.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.1 20 40 4.5 -0.7
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.1 29 31 5.2 +0.1
NUSC Nuveen ESG Small-Cap ETF 2.1 40 20 3.9 -1.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.1 39 21 3.9 -1.2
GGRW Gabelli Growth Innovators ETF 2.1 90 -30 1.6 -3.6
WWOW Direxion World Without Waste ETF 2.1 50 10 1.0 -4.2
NUMG Nuveen ESG Mid-Cap Growth ETF 2.1 40 20 2.4 -2.8
ARKQ Ark Industrial Innovation ETF 2.1 75 -15 0.6 -4.5
IYC iShares U.S. Consumer Services ETF 2.1 43 17 2.9 -2.3
BOUT Innovator IBD Breakout Opportunities ETF 2.1 80 -20 3.0 -2.2
IVDG Invesco Focused Discovery Growth ETF 2.0 59 1 2.4 -2.8
NULV Nuveen ESG Large-Cap Value ETF 2.0 35 25 6.1 +0.9
VTWO Vanguard Russell 2000 Index Fund 2.0 10 50 2.3 -2.9
IWM iShares Russell 2000 ETF 2.0 19 41 2.1 -3.1
ISCB iShares Morningstar Small-Cap ETF 2.0 4 56 3.0 -2.2
XBI SPDR S&P BIOTECH ETF 2.0 35 25 -2.4 -7.6
FAB First Trust Multi Cap Value AlphaDEX Fund 2.0 70 -10 7.6 +2.5
XWEB SPDR S&P Internet ETF 2.0 35 25 -0.1 -5.2
PQSG PGIM QMA Strategic Alpha Small-Cap Growth ETF 1.9 29 31 2.3 -2.9
KLDW Gavekal Knowledge Leaders Developed World ETF 1.9 75 -15 3.9 -1.3
AVDR AVDR US LargeCap Leading ETF 1.9 60 0 4.9 -0.3
GNOM Global X Genomics & Biotechnology ETF 1.9 50 10 -2.0 -7.2
IWS iShares Russell Mid-Cap Value ETF 1.8 24 36 5.6 +0.4
IMCV iShares Morningstar Mid-Cap Value ETF 1.8 6 54 6.3 +1.1
CNRG SPDR S&P Kensho Clean Power ETF 1.8 45 15 1.9 -3.3
ITB iShares U.S. Home Construction ETF 1.8 42 18 9.4 +4.3
BOSS Global X Founder-Run Companies ETF 1.8 45 15 2.6 -2.6
BTEK BlackRock Future Tech ETF 1.8 88 -28 -0.1 -5.3
PYZ Invesco DWA Basic Materials Momentum ETF 1.8 60 0 7.7 +2.5
FTAG First Trust Indxx Global Agriculture ETF 1.8 70 -10 5.6 +0.5
RTM Invesco S&P 500 Equal Weight Materials ETF 1.8 40 20 5.6 +0.4
OLD The Long-Term Care ETF 1.8 30 30 5.4 +0.2
MOO VanEck Vectors Agribusiness ETF 1.8 56 4 4.6 -0.6
VEGI iShares MSCI Global Agriculture Producers ETF 1.8 39 21 4.5 -0.6
IVRA Invesco Real Assets ESG ETF 1.8 59 1 4.5 -0.7
BECO BlackRock Future Climate and Sustainable Economy ETF 1.8 70 -10 4.0 -1.1
LGLV SPDR Russell 1000 Low Volatility ETF 1.8 12 48 4.4 -0.7
VETS Pacer Military Times Best Employers ETF 1.8 60 0 0.0 -5.2
JSML Janus Henderson Small Cap Growth Alpha ETF 1.8 30 30 5.6 +0.4
KCE SPDR S&P Capital Markets ETF 1.8 35 25 7.2 +2.1
VFLQ Vanguard U.S. Liquidity Factor ETF 1.7 13 47 2.9 -2.3
COWZ Pacer US Cash Cows 100 ETF 1.7 49 11 8.4 +3.3
MXDU Nationwide Maximum Diversification US Core Equity ETF 1.7 34 26 3.8 -1.4
PJP Invesco Dynamic Pharmaceuticals ETF 1.7 56 4 9.3 +4.1
GENY Principal Millennials Index ETF 1.7 45 15 5.1 -0.1
RCD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 1.7 40 20 4.1 -1.0
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.7 65 -5 0.9 -4.3
DGT SPDR Global Dow ETF 1.7 50 10 6.6 +1.5
KONG Formidable Fortress ETF 1.7 89 -29 4.3 -0.8
USMV iShares Edge MSCI Min Vol USA ETF 1.7 15 45 5.0 -0.1
ARKX ARK Space Exploration & Innovation ETF 1.6 75 -15 3.3 -1.8
FITE SPDR Kensho Future Security ETF 1.6 45 15 2.7 -2.4
JHMI John Hancock Multifactor Industrials ETF 1.6 40 20 5.2 +0.0
JMIN JPMorgan U.S. Minimum Volatility ETF 1.6 12 48 5.5 +0.3
JDIV JPMorgan U.S. Dividend ETF 1.6 12 48 7.1 +2.0
VFVA Vanguard U.S. Value Factor ETF 1.5 14 46 8.3 +3.1
PNQI Invesco NASDAQ Internet ETF 1.5 60 0 1.4 -3.8
FFTY Innovator IBD 50 ETF 1.5 80 -20 0.7 -4.5
SYLD Cambria Shareholder Yield ETF 1.5 59 1 8.1 +2.9
SDG iShares Sustainable MSCI Global Impact ETF 1.5 49 11 7.1 +1.9
SCHV Schwab U.S. Large-Cap Value ETF 1.5 4 56 6.0 +0.8
PBE Invesco Dynamic Biotechnology & Genome ETF 1.4 58 2 0.8 -4.3
VUSE Vident Core US Equity Fund 1.4 48 12 7.4 +2.3
ROBO Robo Global Robotics & Automation Index ETF 1.4 95 -35 2.2 -3.0
AFSM First Trust Active Factor Small Cap ETF 1.4 77 -17 5.6 +0.5
AGNG Global X Aging Population ETF 1.4 50 10 3.4 -1.7
JHMA John Hancock Multifactor Materials ETF 1.4 40 20 6.6 +1.4
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 1.3 24 36 6.0 +0.9
PSL Invesco DWA Consumer Staples Momentum ETF 1.3 60 0 5.3 +0.2
EBLU Ecofin Global Water ESG Fund 1.3 40 20 3.6 -1.6
CGW Invesco S&P Global Water Index ETF 1.3 57 3 3.3 -1.9
FIW First Trust Water ETF 1.3 54 6 3.1 -2.1
PHO Invesco Water Resources ETF 1.3 60 0 3.0 -2.1
EVX VanEck Vectors Environmental Services ETF 1.3 55 5 2.9 -2.3
CNBS Amplify Seymour Cannabis ETF 1.3 75 -15 -10.9 -16.1
PPH VanEck Vectors Pharmaceutical ETF 1.3 35 25 11.2 +6.1
IHE iShares U.S. Pharmaceuticals ETF 1.3 42 18 6.9 +1.7
XPH SPDR S&P Pharmaceuticals ETF 1.3 35 25 5.1 -0.1
TOKE Cambria Cannabis ETF 1.3 42 18 -2.8 -8.0
MJ ETFMG Alternative Harvest ETF 1.3 75 -15 -4.1 -9.3
FTA First Trust Large Cap Value AlphaDEX Fund 1.3 60 0 7.4 +2.3
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.3 49 11 3.9 -1.2
PSC Principal U.S. Small Cap Index ETF 1.3 38 22 5.2 +0.1
IFRA iShares U.S. Infrastructure ETF 1.3 40 20 3.6 -1.5
EATZ AdvisorShares Restaurant ETF 1.3 79 -19 3.9 -1.2
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 1.3 20 40 3.7 -1.5
XTN SPDR S&P Transportation ETF 1.2 35 25 2.2 -3.0
XLB Materials Select Sector SPDR Fund 1.2 12 48 5.3 +0.1
PRNT The 3D Printing ETF 1.2 66 -6 -2.0 -7.1
FIDU Fidelity MSCI Industrials Index ETF 1.2 8 52 5.1 -0.1
XLY Consumer Discretionary Select Sector SPDR Fund 1.2 12 48 3.4 -1.7
BLES Inspire Global Hope Large Cap ETF 1.2 52 8 5.2 +0.0
GERM ETFMG Treatments Testing and Advancements ETF 1.2 68 -8 -6.0 -11.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.2 65 -5 3.1 -2.1
HAP VanEck Vectors Natural Resources ETF 1.2 50 10 6.0 +0.8
DTN WisdomTree U.S. Dividend ex-Financials Fund 1.2 38 22 7.2 +2.1
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 1.2 85 -25 6.1 +0.9
CBTG Cabot Growth ETF 1.2 75 -15 -1.3 -6.5
VIS Vanguard Industrials Index Fund 1.2 10 50 4.7 -0.4
YOLO AdvisorShares Pure Cannabis ETF 1.2 75 -15 -5.7 -10.9
IYT iShares Transportation Average ETF 1.2 42 18 2.4 -2.8
AMER Emles Made in America ETF 1.2 49 11 7.6 +2.4
NVQ QRAFT AI-Enhanced US Next Value ETF 1.2 75 -15 8.6 +3.4
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.2 46 14 5.9 +0.8
FMIL Fidelity New Millennium ETF 1.1 59 1 4.1 -1.0
ONEY SPDR Russell 1000 Yield Focus ETF 1.1 20 40 7.5 +2.4
SDY SPDR S&P Dividend ETF 1.1 35 25 6.0 +0.9
LSLT Salt Low truBeta US Market ETF 1.1 60 0 5.6 +0.5
BUYZ Franklin Disruptive Commerce ETF 1.1 50 10 -0.1 -5.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.1 60 0 3.6 -1.5
RYJ Invesco Raymond James SB-1 Equity ETF 1.0 76 -16 3.0 -2.1
ISCV iShares Morningstar Small Cap Value ETF 1.0 6 54 5.6 +0.4
IDNA iShares Genomics Immunology & Healthcare ETF 1.0 47 13 -2.9 -8.1
VRAI Virtus Real Asset Income ETF 1.0 55 5 6.6 +1.5
XSW SPDR S&P Software & Services ETF 1.0 35 25 3.2 -1.9
IBBJ Defiance Nasdaq Junior Biotechnology ETF 1.0 45 15 0.0 -5.2
DTEC ALPS Disruptive Technologies ETF 1.0 50 10 3.0 -2.2
VOE Vanguard Mid-Cap Value Index Fund 1.0 7 53 6.0 +0.9
EQRR ProShares Equities for Rising Rates ETF 1.0 35 25 5.8 +0.7
FPX First Trust US IPO Index Fund 1.0 57 3 1.3 -3.9
CLMA iClima Global Decarbonization Transition Leaders ETF 1.0 65 -5 2.0 -3.2
VAW Vanguard Materials Index Fund 0.9 10 50 5.8 +0.6
FMAT Fidelity MSCI Materials Index ETF 0.9 8 52 5.8 +0.7
DEF Invesco Defensive Equity ETF 0.9 53 7 5.6 +0.5
VIG Vanguard Dividend Appreciation Index Fund 0.9 6 54 5.4 +0.2
AVUV Avantis U.S. Small Cap Value ETF 0.9 25 35 6.6 +1.5
VSDA VictoryShares Dividend Accelerator ETF 0.9 35 25 4.7 -0.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.9 9 51 3.3 -1.9
GRES IQ Global Resources ETF 0.9 78 -18 5.7 +0.6
VTRN Victory Portfolios II VictoryShares Top Veteran Employers ET 0.8 60 0 6.8 +1.6
DJD Invesco Dow Jones Industrial Average Dividend ETF 0.8 7 53 7.2 +2.0
IYJ iShares U.S. Industrials ETF 0.8 42 18 4.8 -0.4
TPYP Tortoise North American Pipeline Fund 0.8 40 20 4.6 -0.6
USAI Pacer American Energy Independence ETF 0.8 75 -15 3.0 -2.2
XHE SPDR S&P Health Care Equipment ETF 0.8 35 25 -1.2 -6.3
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.8 12 48 5.6 +0.4
SHE SPDR SSGA Gender Diversity Index ETF 0.8 20 40 4.1 -1.1
TPHD Timothy Plan High Dividend Stock ETF 0.8 52 8 5.7 +0.6
RXI iShares Global Consumer Discretionary ETF 0.7 46 14 3.9 -1.3
LEND Amplify CrowdBureau Peer-to-Peer Lending & Crowdfunding ETF 0.7 65 -5 0.0 -5.2
GIGE SoFi Gig Economy ETF 0.7 59 1 -0.6 -5.8
SPVM Invesco S&P 500 Value with Momentum ETF 0.7 39 21 7.3 +2.2
PFM Invesco Dividend Achievers ETF 0.7 53 7 5.2 +0.0
FYX First Trust Small Cap Core AlphaDEX Fund 0.7 63 -3 5.9 +0.7
CSML IQ Chaikin U.S. Small Cap ETF 0.7 35 25 2.5 -2.7
SQLV Legg Mason Small-Cap Quality Value 0.7 62 -2 6.8 +1.6
SMDV ProShares Russell 2000 Dividend Growers ETF 0.7 41 19 5.9 +0.7
KSCD KFA Small Cap Quality Dividend Index ETF 0.7 51 9 5.7 +0.5
GAMR ETFMG Video Game Tech ETF 0.7 75 -15 4.0 -1.2
FYT First Trust Small Cap Value AlphaDEX Fund 0.7 72 -12 8.0 +2.8
AUSF Global X Adaptive U.S. Factor ETF 0.7 27 33 7.6 +2.4
IHAK iShares Cybersecurity & Tech ETF 0.7 47 13 2.9 -2.3
CIBR First Trust NASDAQ CEA Cybersecurity ETF 0.7 60 0 2.7 -2.5
HACK ETFMG Prime Cyber Security ETF 0.7 60 0 2.6 -2.6
BUG Global X Cybersecurity ETF 0.7 50 10 1.3 -3.9
WCBR WisdomTree Cybersecurity Fund 0.7 45 15 0.6 -4.6
WCLD WisdomTree Cloud Computing Fund 0.7 45 15 -1.1 -6.3
RNSC Small Cap US Equity Select ETF 0.7 60 0 6.3 +1.1
KROP Global X AgTech & Food Innovation ETF 0.7 50 10 3.4 -1.8
MAGA Point Bridge GOP Stock Tracker ETF 0.6 72 -12 4.7 -0.5
FVL First Trust Value Line 100 ETF 0.6 70 -10 0.0 -5.2
IGV iShares Expanded Tech-Software ETF 0.6 46 14 2.1 -3.1
ACWV iShares MSCI Global Min Vol Factor ETF 0.6 20 40 5.2 +0.1
GNR SPDR S&P Global Natural Resources ETF 0.6 40 20 7.0 +1.8
VTWV Vanguard Russell 2000 Value Index Fund 0.6 15 45 4.0 -1.2
IWN iShares Russell 2000 Value ETF 0.5 24 36 3.7 -1.4
JHMF John Hancock Multifactor Financials ETF 0.5 40 20 6.2 +1.1
FVD First Trust Value Line Dividend Index Fund 0.5 70 -10 5.4 +0.3
FYC First Trust Small Cap Growth AlphaDEX Fund 0.5 71 -11 2.1 -3.1
MXI iShares Global Materials ETF 0.5 45 15 5.9 +0.7
SHLD Victoryshares Protect America ETF 0.5 60 0 6.9 +1.8
VTV Vanguard Value Index Fund 0.4 4 56 6.5 +1.3
MGMT Ballast Small/Mid Cap ETF 0.4 110 -50 6.3 +1.2
EINC VanEck Vectors Energy Income ETF 0.4 45 15 3.9 -1.3
PXE Invesco Dynamic Energy Exploration & Production ETF 0.4 63 -3 3.5 -1.7
IEO iShares U.S. Oil & Gas Exploration & Production ETF 0.4 42 18 3.2 -2.0
FCG First Trust Natural Gas ETF 0.4 60 0 2.8 -2.4
FRAK VanEck Vectors Unconventional Oil & Gas ETF 0.4 54 6 2.4 -2.8
XOP SPDR S&P Oil & Gas Exploration & Production ETF 0.4 35 25 1.9 -3.3
FTXN First Trust Nasdaq Oil & Gas ETF 0.4 60 0 1.3 -3.8
FEDX Emles Federal Contractors ETF 0.4 60 0 9.9 +4.7
SBIO ALPS Medical Breakthroughs ETF 0.4 50 10 0.0 -5.2
VIDI Vident International Equity Fund 0.4 59 1 10.1 +4.9
MGV Vanguard Mega Cap Value ETF 0.4 7 53 6.6 +1.4
SVAL iShares US Small Cap Value Factor ETF 0.4 20 40 8.0 +2.8
IYG iShares US Financial Services ETF 0.4 42 18 5.7 +0.6
IYF iShares U.S. Financials ETF 0.3 42 18 6.1 +1.0
CSB VictoryShares US Small Cap High Dividend Volatility Wtd Idx 0.3 35 25 7.3 +2.1
VICE AdvisorShares Vice ETF 0.3 99 -39 4.2 -1.0
DES WisdomTree U.S. SmallCap Dividend Fund 0.3 38 22 6.7 +1.6
FXO First Trust Financials AlphaDEX Fund 0.3 62 -2 8.0 +2.9
IYE iShares U.S. Energy ETF 0.3 42 18 3.3 -1.9
VFH Vanguard Financials Index Fund 0.3 10 50 6.7 +1.5
EES WisdomTree SmallCap Earnings Fund 0.3 38 22 7.9 +2.7
FNCL Fidelity MSCI Financials Index ETF 0.3 8 52 6.7 +1.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.3 39 21 4.7 -0.5
PQSV PGIM QMA Strategic Alpha Small-Cap Value ETF 0.3 29 31 1.6 -3.6
VDE Vanguard Energy Index Fund 0.3 10 50 3.5 -1.7
FENY Fidelity MSCI Energy Index ETF 0.2 8 52 3.5 -1.7
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.2 35 25 6.5 +1.4
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.2 35 25 6.4 +1.3
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 8 6.1 +0.9
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 0.2 75 -15 6.4 +1.2
IEFN iShares Evolved U.S. Financials ETF 0.2 18 42 7.1 +1.9
IECS iShares Evolved U.S. Consumer Staples ETF 0.2 18 42 5.5 +0.3
IGE iShares North American Natural Resources ETF 0.2 46 14 3.8 -1.4
FILL iShares MSCI Global Energy Producers ETF 0.1 39 21 6.8 +1.6
VYM Vanguard High Dividend Yield Index ETF 0.1 6 54 6.7 +1.6
WKLY SoFi Weekly Dividend ETF 0.1 49 11 6.9 +1.8
DURA VanEck Vectors Morningstar Durable Dividend ETF 0.1 29 31 7.4 +2.3
RNDV US Equity Dividend Select ETF 0.1 50 10 7.0 +1.8
ROSC Hartford Multifactor Small Cap ETF 0.1 34 26 7.6 +2.4
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 21 6.6 +1.5
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 4 56 6.2 +1.1

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

  2016 2017 2018 2019 2020 2021E 2022E
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
  2020 2021E 2022E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 Pacer US Cash Cows Growth ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 25.4 %
Divided by: Fwd. P/BV 4.4 x
Less: Expense ratio 60 bp
Equals: ALTAR Score 5.2 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.49 CATEGORY
AVERAGE		 1.49
 
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.