Congress Large Cap Growth ETF
ALTAR
Score™
2.5% info Recommen-
dation
AVOID
2025E    2026E
P/E
ratio
34.5x P/Sales
ratio
5.0x
P/BV
ratio
7.0x Div.
yield
-0.4%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
CAML is an actively managed fund that seeks long-term capital growth through investments in large-cap companies believed to be experiencing or will experience earnings growth.

FUND BASICS
Category US Equities
Fund Sponsor Lagan Holding Co. Trust
Website etfs.congressasset.com/large-cap-growth.html
Inception date Aug 22, 2023
Assets (mns) $342
Currency USD
Expense ratio 66 bp
Distributions Annually

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 38
Wgt avg mkt cap (mns) $1,110,050
Large cap (>$10bn) 100.0%
Mid cap ($2-10bn) 0.0%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
NVIDIA CORP 6.2 %
APPLE INC 5.2 %
ALPHABET INC. CLASS A 4.4 %
BROADCOM INC. 3.9 %
MICROSOFT CORP 3.9 %
GOLDMAN SACHS GROUP INC 3.7 %
ARISTA NETWORKS, INC. 3.4 %
TJX COMPANIES INC 3.0 %
AMAZON.COM INC 3.0 %
META PLATFORMS INC 2.9 %
Total 39.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 94.3 %
IRELAND 2.6 %
CANADA 2.5 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
12.4% 12.4% -- -- 19.6%

Market Correlations
versus... Beta R-squared
S&P500 1.06 93%
MSCI EAFE 1.00 58%
MSCI Emg. Mkts. 0.90 55%

Technical Indicators
Recent close $38.64
30d moving avg. $38.53
Annualized volatility 14.3%
Short interest (ETF) 0.0%
Relative strength (RSI) 51

Liquidity measures
Avg. volume (thou.) 22
Turnover 0.3%
Bid/Ask (% of price) 0.09%
ADV underlying (mns) $74,710

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 981 potential alternatives to the Congress Large Cap Growth ETF ETF based on the alternatives' overlap in portfolio holdings with CAML. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: CAML Expense: 66 bp ALTAR Score™: 2.5%


ALTERNATIVE ETFs BASED ON OVERLAP WITH CAML
Ticker Fund
Name
Overlap1
vs CAML
(%)
Expense
ratio
(bp)
Savings
vs CAML
(bp)
ALTAR
Score™
(%)
ALTAR
vs CAML
(%)
RND First Trust Bloomberg R&D Leaders ETF 43.1 60 6 2.3 -0.2
MGK Vanguard Mega Cap Growth ETF 42.4 7 59 3.3 +0.8
SXQG ETC 6 Meridian Quality Growth ETF 41.8 100 -34 3.8 +1.3
BGRO iShares Large Cap Growth Active ETF 41.7 55 11 2.0 -0.5
IWY iShares Russell Top 200 Growth ETF 41.3 20 46 3.2 +0.7
VUG Vanguard Growth ETF 41.1 4 62 3.3 +0.8
THRO iShares U.S. Thematic Rotation Active ETF 41.0 90 -24 3.0 +0.5
VOOG Vanguard S&P 500 Growth ETF 40.9 7 59 3.3 +0.8
GGUS Marketbeta Russell 1000 Growth Equity ETF 40.4 12 54 3.6 +1.1
SCHG Schwab U.S. Large-Cap Growth ETF 40.3 4 62 3.1 +0.6
QGRW WisdomTree U.S. Quality Growth Fund 40.0 28 38 3.3 +0.8
IWF iShares Russell 1000 Growth ETF 39.9 19 47 3.2 +0.7
PRXG Praxis Impact Large Cap Growth ETF 39.8 36 30 2.8 +0.3
TMFC Motley Fool 100 Index ETF 39.3 50 16 2.9 +0.4
VONG Vanguard Russell 1000 Growth ETF 39.2 7 59 3.4 +0.9
ILCG iShares Morningstar Growth ETF 38.8 4 62 3.0 +0.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 38.6 30 36 3.8 +1.3
IVW iShares S&P 500 Growth ETF 38.6 18 48 3.1 +0.6
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 38.6 4 62 3.3 +0.8
IUSG iShares Core S&P U.S. Growth ETF 38.2 4 62 3.3 +0.8
STXG Strive 1000 Growth ETF 38.1 18 48 3.1 +0.6
AVUQ Avantis U.S. Quality ETF 38.1 15 51 3.5 +1.0
FELG Fidelity Enhanced Large Cap Growth ETF 37.7 18 48 3.7 +1.2
FLQL Franklin LibertyQ U.S. Equity ETF 37.5 15 51 4.5 +2.0
USMC Principal U.S. Mega-Cap ETF 37.5 12 54 3.9 +1.4
GQQQ Astoria US Quality Growth Kings ETF 37.4 35 31 3.6 +1.1
GRNY Fundstrat Granny Shots US Large Cap ETF 37.3 75 -9 2.3 -0.2
TMFE Motley Fool Capital Efficiency 100 Index ETF 37.3 50 16 3.3 +0.8
QQQ Invesco QQQ Trust Series I 37.2 20 46 3.3 +0.8
QQQM Invesco NASDAQ 100 ETF 37.2 15 51 3.4 +0.9
MGC Vanguard Mega Cap ETF 37.2 7 59 3.9 +1.4
LRGE ClearBridge Large Cap Growth ESG ETF 36.9 59 7 3.3 +0.8
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 36.9 12 54 3.4 +0.9
GLBL Pacer MSCI World Industry Advantage ETF 36.8 65 1 3.5 +1.0
IWL iShares Russell Top 200 ETF 36.8 15 51 3.8 +1.3
FFLC Fidelity Fundamental Large Cap Core ETF 36.7 38 28 3.9 +1.4
OEI Optimized Equity Income ETF 36.5 75 -9 3.2 +0.7
VNSE Natixis Vaughan Nelson Select ETF 36.4 80 -14 4.1 +1.6
QTOP iShares Nasdaq Top 30 Stocks ETF 36.3 20 46 2.9 +0.4
FBCG Fidelity Blue Chip Growth ETF 36.3 59 7 2.2 -0.3
CATH Global X S&P 500 Catholic Values Custom ETF 36.2 29 37 4.0 +1.5
PWB Invesco Large Cap Growth ETF 36.2 56 10 2.0 -0.5
TOPT iShares Top 20 U.S. Stocks ETF 36.2 20 46 3.3 +0.8
PSET Principal Quality ETF 36.1 15 51 4.6 +2.1
OEF iShares S&P 100 ETF 36.1 20 46 3.8 +1.3
XVV iShares ESG Screened S&P 500 ETF 36.1 8 58 4.1 +1.6
XLG Invesco S&P 500 Top 50 ETF 36.0 20 46 3.5 +1.0
CHRI Global X S&P 500 Christian Values ETF 35.9 29 37 3.9 +1.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 35.8 75 -9 3.3 +0.8
XPND First Trust Expanded Technology ETF 35.7 65 1 2.9 +0.4
TOV JLens 500 Jewish Advocacy U.S. ETF 35.7 18 48 4.0 +1.5
CGGR Capital Group Growth ETF 35.6 39 27 2.7 +0.2
RVRB Reverb ETF 35.5 30 36 3.9 +1.4
IVES Wedbush ETFMG Global Cloud Technology ETF 35.5 68 -2 4.8 +2.3
FFOG Franklin Focused Growth ETF 35.5 61 5 1.9 -0.6
RAUS RACWI US ETF 35.4 15 51 4.2 +1.7
SPXN ProShares S&P 500 Ex-Financials ETF 35.4 9 57 4.1 +1.6
SPXV ProShares S&P 500 Ex-Health Care ETF 35.2 9 57 4.0 +1.5
FSST Fidelity Sustainable U.S. Equity ETF 35.2 59 7 3.6 +1.1
EGUS iShares ESG Aware MSCI USA Growth ETF 35.0 18 48 2.9 +0.4
IWFG IQ Winslow Focused Large Cap Growth ETF 35.0 65 1 2.4 -0.1
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 35.0 20 46 4.0 +1.5
JGRO JPMorgan Active Growth ETF 35.0 44 22 2.8 +0.3
SPXE ProShares S&P 500 Ex-Energy ETF 34.9 9 57 4.1 +1.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 34.9 25 41 4.1 +1.6
KLMN Invesco MSCI North America Climate ETF 34.7 9 57 4.3 +1.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 34.7 7 59 4.2 +1.7
GGRW Gabelli Growth Innovators ETF 34.6 90 -24 1.8 -0.7
VV Vanguard Large-Cap ETF 34.6 4 62 4.1 +1.6
AIEQ AI Powered Equity ETF 34.6 75 -9 4.0 +1.5
IVV iShares Core S&P 500 ETF 34.6 3 63 4.2 +1.7
SPY SPDR S&P 500 ETF 34.6 9 57 4.2 +1.7
SPYM State Street SPDR Portfolio S&P 500 ETF 34.6 2 64 4.3 +1.8
STRV Strive 500 ETF 34.6 5 61 4.1 +1.6
QQMG Invesco ESG NASDAQ 100 ETF 34.5 20 46 3.3 +0.8
GXLC Global X U.S. 500 ETF 34.5 2 64 4.1 +1.6
SFY SoFi Select 500 ETF 34.5 0 66 3.8 +1.3
ONEQ Fidelity Nasdaq Composite Index ETF 34.5 21 45 3.1 +0.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 34.4 2 64 4.3 +1.8
LGRO Level Four Large Cap Growth Active ETF 34.4 55 11 3.3 +0.8
VOO Vanguard S&P 500 ETF 34.4 3 63 4.2 +1.7
INRO iShares U.S. Industry Rotation Active ETF 34.4 42 24 3.9 +1.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 34.3 29 37 3.8 +1.3
GQI Natixis Gateway Quality Income ETF 34.3 34 32 4.1 +1.6
BKLC BNY Mellon US Large Cap Core Equity ETF 34.3 0 66 4.2 +1.7
LRGC AB US Large Cap Strategic Equities ETF 34.3 48 18 3.8 +1.3
VOTE TCW Transform 500 ETF 34.3 5 61 4.2 +1.7
ILCB iShares Morningstar U.S. Equity ETF 34.3 3 63 4.1 +1.6
ESGV Vanguard ESG U.S. Stock ETF 34.2 9 57 4.1 +1.6
FDMO Fidelity Momentum Factor ETF 34.2 15 51 3.0 +0.5
MTUM iShares MSCI USA Momentum Factor ETF 34.2 15 51 2.6 +0.1
PEXL Pacer US Export Leaders ETF 34.2 60 6 3.8 +1.3
LOGO Alpha Brands Consumption Leaders ETF 34.1 69 -3 2.5 -0.0
SFTY Horizon Managed Risk ETF 34.1 77 -11 3.5 +1.0
STOX Horizon Core Equity ETF 34.1 70 -4 3.5 +1.0
TIME Clockwise Core Equity & Innovation ETF 34.1 95 -29 3.2 +0.7
MODL VictoryShares WestEnd U.S. Sector ETF 34.0 42 24 3.9 +1.4
VSLU Applied Finance Valuation Large Cap ETF 33.9 49 17 4.7 +2.2
IGM iShares Expanded Tech Sector ETF 33.9 41 25 2.9 +0.4
PBUS Invesco MSCI USA ETF 33.9 4 62 4.2 +1.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 33.9 14 52 4.2 +1.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 33.8 20 46 4.3 +1.8
ADME Aptus Drawdown Managed Equity ETF 33.7 79 -13 3.3 +0.8
ABIG Argent Large Cap ETF 33.7 49 17 4.0 +1.5
SGLC SGI U.S. Large Cap Core ETF 33.6 85 -19 3.3 +0.8
FELC Fidelity Enhanced Large Cap Core ETF 33.6 18 48 4.5 +2.0
CVLC Calvert US Large-Cap Core Responsible Index ETF 33.5 15 51 4.2 +1.7
IYY iShares Dow Jones U.S. ETF 33.5 20 46 4.1 +1.6
IWB iShares Russell 1000 ETF 33.5 15 51 4.1 +1.6
USSE Segall Bryant & Hamill Select Equity ETF 33.5 65 1 3.3 +0.8
IETC iShares U.S. Tech Independence Focused ETF 33.3 18 48 2.8 +0.3
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 33.3 3 63 4.4 +1.9
SCHX Schwab U.S. Large-Cap ETF 33.3 3 63 4.2 +1.7
VONE Vanguard Russell 1000 ETF 33.3 7 59 4.2 +1.7
LCDS JPMorgan Fundamental Data Science Large Core ETF 33.2 30 36 4.0 +1.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 33.2 11 55 4.2 +1.7
LRND IQ U.S. Large Cap R&D Leaders ETF 33.1 14 52 4.3 +1.8
RFFC ALPS Active Equity Opportunity ETF 33.1 48 18 3.6 +1.1
GSPY Gotham Enhanced 500 ETF 33.0 50 16 4.4 +1.9
DFUS Dimensional U.S. Equity ETF 33.0 9 57 4.1 +1.6
TECB iShares U.S. Tech Breakthrough Multisector ETF 33.0 40 26 3.1 +0.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 32.9 10 56 4.5 +2.0
SFYF SoFi Social 50 ETF 32.9 29 37 0.9 -1.6
SCHK Schwab 1000 Index ETF 32.9 5 61 4.3 +1.8
HGRO Hedgeye Quality Growth ETF 32.8 70 -4 2.9 +0.4
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 32.8 49 17 3.5 +1.0
IWV iShares Russell 3000 ETF 32.8 20 46 4.0 +1.5
KRMA Global X Conscious Companies ETF 32.8 43 23 5.2 +2.7
SEMG Suncoast Select Growth ETF 32.8 60 6 3.3 +0.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 32.8 3 63 4.2 +1.7
FQAL Fidelity Quality Factor ETF 32.7 15 51 4.8 +2.3
VTI Vanguard Total Stock Market ETF 32.7 3 63 4.2 +1.7
EPS WisdomTree U.S. LargeCap Fund 32.7 8 58 4.9 +2.4
VTHR Vanguard Russell 3000 ETF 32.5 7 59 4.2 +1.7
BLCR iShares Large Cap Core Active ETF 32.5 36 30 3.0 +0.5
QLTY GMO U.S. Quality ETF 32.4 50 16 3.8 +1.3
ESGU iShares ESG Aware MSCI USA ETF 32.4 15 51 4.1 +1.6
RAYD Rayliant Quantitative Developed Market Equity ETF 32.3 80 -14 4.5 +2.0
SCHB Schwab U.S. Broad Market ETF 32.3 3 63 4.3 +1.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 32.2 9 57 4.6 +2.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 32.2 15 51 3.4 +0.9
PABU iShares Paris-Aligned Climate MSCI USA ETF 32.2 10 56 3.6 +1.1
APUE ActivePassive U.S. Equity ETF 32.2 45 21 3.9 +1.4
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 32.2 75 -9 2.2 -0.3
SNPG Xtrackers S&P 500 Growth ESG ETF 32.1 15 51 3.6 +1.1
DEMZ Democratic Large Cap Core ETF 32.1 45 21 3.8 +1.3
YOKE Yoke Core ETF 32.0 42 24 4.0 +1.5
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 32.0 10 56 3.6 +1.1
WRND IQ Global Equity R&D Leaders ETF 31.7 18 48 6.6 +4.1
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 31.7 65 1 2.9 +0.4
HDUS Hartford Disciplined US Equity ETF 31.6 19 47 4.9 +2.4
DUNK Dana Unconstrained Equity ETF 31.3 75 -9 1.9 -0.7
XNTK State Street SPDR NYSE Technology ETF 31.3 35 31 2.8 +0.3
GK AdvisorShares Gerber Kawasaki ETF 31.3 75 -9 2.0 -0.5
CHAT Roundhill Generative AI & Technology ETF 31.2 75 -9 6.3 +3.8
NULC Nuveen ESG Large-Cap ETF 31.2 21 45 4.4 +1.9
DFAU Dimensional US Core Equity Market ETF 30.9 12 54 4.3 +1.8
QUAL iShares MSCI USA Quality Factor ETF 30.9 15 51 4.3 +1.8
AGRW Allspring LT Large Growth ETF 30.8 35 31 2.9 +0.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 30.7 8 58 4.3 +1.8
AFLG First Trust Active Factor Large Cap ETF 30.7 55 11 5.4 +2.9
NULG Nuveen ESG Large-Cap Growth ETF 30.6 26 40 2.7 +0.2
CGUS Capital Group Core Equity ETF 30.6 33 33 3.7 +1.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 30.6 7 59 4.4 +1.9
QLC FlexShares US Quality Large Cap Index Fund 30.3 25 41 4.5 +2.0
DARP Grizzle Growth ETF 30.1 75 -9 2.1 -0.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 30.1 32 34 4.3 +1.8
JPEF JPMorgan Equity Focus ETF 29.9 50 16 3.8 +1.3
HAPI Harbor Human Capital Factor US Large Cap ETF 29.9 36 30 4.2 +1.7
CRTC Xtrackers US National Critical Technologies ETF 29.8 35 31 4.1 +1.6
KOKU Xtrackers MSCI Kokusai Equity ETF 29.8 9 57 4.5 +2.0
TOK iShares MSCI Kokusai ETF 29.7 26 40 4.3 +1.8
AVSU Avantis Responsible U.S. Equity ETF 29.7 15 51 5.0 +2.5
SNPE Xtrackers S&P 500 ESG ETF 29.6 10 56 4.3 +1.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 29.5 45 21 3.6 +1.1
FDLO Fidelity Low Volatility Factor ETF 29.5 15 51 4.8 +2.3
QVML Invesco S&P 500 QVM Multi-factor ETF 29.5 11 55 4.4 +1.9
AVUS Avantis U.S. Equity ETF 29.3 15 51 4.9 +2.4
DFSU Dimensional US Sustainability Core 1 ETF 29.3 18 48 4.5 +2.0
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 29.2 15 51 4.4 +1.9
LRGF iShares U.S. Equity Factor ETF 29.1 8 58 4.7 +2.2
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 29.0 79 -13 4.8 +2.3
QBIG Invesco Top QQQ ETF 29.0 29 37 0.0 -2.5
FLRG Fidelity U.S. Multifactor ETF 28.8 15 51 6.0 +3.5
KOCG FIS Knights of Columbus Global Belief ETF 28.8 75 -9 4.4 +1.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 28.8 19 47 5.3 +2.8
IYW iShares U.S. Technology ETF 28.8 40 26 3.1 +0.6
AOTG AOT Growth and Innovation ETF 28.6 75 -9 1.4 -1.1
SUSA iShares MSCI USA ESG Select ETF 28.6 25 41 3.9 +1.4
TOPC iShares S&P 500 3% Capped ETF 28.6 15 51 4.4 +1.9
WTAI WisdomTree Artificial Intelligence and Innovation Fund 28.4 45 21 2.1 -0.4
IOO iShares Global 100 ETF 28.3 41 25 3.9 +1.4
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 28.3 49 17 4.8 +2.3
URTH iShares MSCI World ETF 28.3 24 42 4.4 +1.9
FVAL Fidelity Value Factor ETF 28.2 15 51 5.8 +3.3
NANC Unusual Whales Subversive Democratic Trading ETF 28.1 75 -9 2.8 +0.3
BRIF FIS Bright Portfolios Focused Equity ETF 28.1 65 1 3.9 +1.4
DCOR Dimensional US Core Equity 1 ETF 28.0 14 52 4.6 +2.1
AIQ Global X Artificial Intelligence & Technology ETF 27.9 68 -2 2.9 +0.4
FDRR Fidelity Dividend ETF for Rising Rates 27.8 15 51 6.1 +3.6
LOWV AB US Low Volatility Equity ETF 27.8 48 18 4.5 +2.0
JHML John Hancock Multifactor Large Cap ETF 27.3 29 37 4.6 +2.1
LCF Touchstone US Large Cap Focused ETF 27.2 69 -3 3.6 +1.1
BDIV AAM Brentview Dividend Growth ETF 27.2 49 17 3.7 +1.2
KLMT Invesco MSCI Global Climate 500 ETF 27.1 10 56 4.9 +2.4
NBDS Neuberger Berman Disrupters ETF 26.9 55 11 0.5 -2.0
WISE Themes Generative Artificial Intelligence ETF 26.9 35 31 -0.4 -2.9
FDWM Fidelity Women's Leadership ETF 26.9 59 7 4.2 +1.7
DGRW WisdomTree US Quality Dividend Growth Fund 26.7 28 38 4.8 +2.3
DSPY Tema S&P 500 Historical Weight ETF 26.7 18 48 4.4 +1.9
OALC OneAscent Large Cap Core ETF 26.7 86 -20 3.4 +0.9
VUSE Vident U.S. Equity Strategy ETF 26.6 50 16 3.5 +1.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 26.6 25 41 4.7 +2.2
FDTX Fidelity Disruptive Technology ETF 26.6 50 16 2.1 -0.4
JGRW Jensen Quality Growth ETF 26.5 57 9 3.6 +1.1
IQM Franklin Intelligent Machines ETF 26.5 50 16 1.5 -1.0
LEAD Siren DIVCON Leaders Dividend ETF 26.4 43 23 3.6 +1.1
QLV FlexShares US Quality Low Volatility Index Fund 26.4 22 44 5.1 +2.6
LVDS JPMorgan Fundamental Data Science Large Value ETF 26.4 49 17 5.7 +3.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 26.3 12 54 4.3 +1.8
FDCF Fidelity Disruptive Communications ETF 26.2 50 16 3.3 +0.8
XLK The Technology Select Sector SPDR Fund 26.1 8 58 3.5 +1.0
JGLO JPMorgan Global Select Equity ETF 26.1 33 33 4.3 +1.8
QGRO American Century U.S. Quality Growth ETF 26.0 29 37 3.0 +0.5
DFAC Dimensional U.S. Core Equity 2 ETF 26.0 17 49 4.7 +2.2
DUHP Dimensional US High Profitability ETF 25.9 21 45 5.0 +2.5
JMOM JPMorgan U.S. Momentum Factor ETF 25.9 12 54 3.8 +1.3
NACP Impact Shares NAACP Minority Empowerment ETF 25.9 49 17 4.0 +1.5
ACSI American Customer Satisfaction ETF 25.9 65 1 4.7 +2.2
FTGS First Trust Growth Strength ETF 25.7 60 6 3.6 +1.1
RGEF Rockefeller Global Equity ETF 25.6 55 11 3.9 +1.4
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 25.5 49 17 3.4 +0.9
SPMO Invesco S&P 500 Momentum ETF 25.4 13 53 3.4 +0.9
ACWI iShares MSCI ACWI ETF 25.3 32 34 4.7 +2.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 25.3 20 46 4.8 +2.3
MBCC Monarch Blue Chips Core ETF 25.1 125 -59 3.5 +1.0
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 24.8 15 51 6.3 +3.8
DRUP GraniteShares Nasdaq Select Disruptors ETF 24.6 60 6 3.4 +0.9
IUS Invesco RAFI Strategic US ETF 24.5 19 47 6.0 +3.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 24.5 9 57 4.1 +1.6
IXN iShares Global Tech ETF 24.4 41 25 2.8 +0.3
FCPI Fidelity Stocks for Inflation ETF 24.1 15 51 6.9 +4.4
FTEC Fidelity MSCI Information Technology Index ETF 24.0 8 58 3.2 +0.7
YNOT Horizon Digital Frontier ETF 24.0 75 -9 2.5 -0.0
LCLG Logan Capital Broad Innovative Growth ETF 24.0 99 -33 2.9 +0.4
AFOS ARS Focused Opportunities Strategy ETF 23.9 45 21 2.4 -0.1
QDEF FlexShares Quality Dividend Defensive Index Fund 23.9 37 29 5.3 +2.8
FDVV Fidelity High Dividend ETF 23.8 15 51 7.0 +4.5
XLSR State Street US Sector Rotation ETF 23.6 70 -4 4.2 +1.7
GXPT Global X PureCap MSCI Information Technology ETF 23.6 25 41 3.3 +0.8
DAK Dakota Active Equity ETF 23.6 43 23 3.7 +1.2
VGT Vanguard Information Technology ETF 23.4 9 57 3.2 +0.7
QDF FlexShares Quality Dividend Index Fund 23.4 37 29 5.4 +2.9
QUS State Street SPDR MSCI USA StrategicFactors ETF 23.4 15 51 4.9 +2.4
METV Roundhill Ball Metaverse ETF 23.2 59 7 7.6 +5.1
ESGG FlexShares STOXX Global ESG Select Index Fund 23.2 42 24 4.7 +2.2
GDIV Harbor Dividend Growth Leaders ETF 23.1 50 16 4.4 +1.9
WUGI AXS Esoterica NextG Economy ETF 23.1 75 -9 2.3 -0.2
CGDV Capital Group Dividend Value ETF 23.0 33 33 4.0 +1.5
XT iShares Exponential Technologies ETF 22.9 46 20 4.2 +1.7
FFND Future Fund Active ETF 22.9 100 -34 3.1 +0.6
RECS Columbia Research Enhanced Core ETF 22.7 15 51 5.0 +2.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 22.7 9 57 4.9 +2.4
HLAL Wahed FTSE USA Shariah ETF 22.6 50 16 3.9 +1.4
VERS ProShares Metaverse ETF 22.6 58 8 0.1 -2.4
VEGN US Vegan Climate ETF 22.5 60 6 3.8 +1.3
VT Vanguard Total World Stock ETF 22.5 6 60 5.1 +2.6
RFDA RiverFront Dynamic US Dividend Advantage ETF 22.4 52 14 5.6 +3.1
PCGG Polen Capital Global Growth ETF 22.3 85 -19 3.4 +0.9
WOMN Impact Shares YWCA Women's Empowerment ETF 22.1 75 -9 4.8 +2.3
GLOF iShares Global Equity Factor ETF 22.1 20 46 5.9 +3.4
OUSA ALPS O'Shares U.S. Quality Dividend ETF 21.9 48 18 5.1 +2.6
EBI Longview Advantage ETF 21.8 35 31 5.7 +3.2
ANEW ProShares MSCI Transformational Changes ETF 21.6 45 21 4.6 +2.1
SWP SWP Growth & Income ETF 21.6 99 -33 3.6 +1.1
USRD Themes US R&D Champions ETF 21.5 29 37 3.9 +1.4
OGIG ALPS O'Shares Global Internet Giants ETF 21.5 48 18 1.8 -0.7
ACVF American Conservative Values ETF 21.5 75 -9 3.6 +1.1
FDG American Century Focused Dynamic Growth ETF 21.5 45 21 1.6 -0.9
PNQI Invesco NASDAQ Internet ETF 21.4 60 6 3.0 +0.5
DXUV Dimensional US Vector Equity ETF 21.3 28 38 5.2 +2.7
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 21.0 58 8 3.9 +1.4
BUZZ VanEck Social Sentiment ETF 21.0 75 -9 -0.8 -3.3
MAVF Matrix Advisors Value ETF 20.9 75 -9 4.8 +2.3
STRN SMART Trend 25 ETF 20.8 59 7 2.6 +0.1
SAMM Strategas Macro Momentum ETF 20.7 66 0 1.8 -0.7
BGDV Bahl & Gaynor Dividend ETF 20.7 45 21 4.0 +1.5
PRAY FIS Christian Stock Fund 20.6 69 -3 4.3 +1.8
XDAT Franklin Exponential Data ETF 20.6 50 16 1.9 -0.6
JQUA JPMorgan U.S. Quality Factor ETF 20.6 12 54 5.0 +2.5
TRUT VanEck Technology TruSector ETF 20.5 13 53 3.7 +1.2
ABOT Abacus FCF Innovation Leaders ETF 20.5 69 -3 4.2 +1.7
ZECP Zacks Earnings Consistent Portfolio ETF 20.5 55 11 4.2 +1.7
LIVR Intelligent Livermore ETF 20.5 69 -3 3.0 +0.5
FMET Fidelity Metaverse ETF 20.3 39 27 4.3 +1.8
MILN Global X Millennial Consumer ETF 20.3 50 16 3.4 +0.9
SUSL iShares ESG MSCI USA Leaders ETF 20.3 10 56 4.1 +1.6
RPG Invesco S&P 500 Pure Growth ETF 20.3 35 31 2.6 +0.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 20.2 10 56 4.1 +1.6
SHE State Street SPDR MSCI USA Gender Diversity ETF 20.0 20 46 4.5 +2.0
CGGO Capital Group Global Growth Equity ETF 20.0 47 19 3.8 +1.3
BEEX BeeHive ETF 19.9 84 -18 3.6 +1.1
GVIP Goldman Sachs Hedge Industry VIP ETF 19.7 45 21 2.6 +0.1
ILCV iShares Morningstar Value ETF 19.7 4 62 5.6 +3.1
SPMV Invesco S&P 500 Minimum Variance ETF 19.7 10 56 4.9 +2.4
SPXT ProShares S&P 500 Ex-Technology ETF 19.6 9 57 4.8 +2.3
DSI iShares MSCI KLD 400 Social ETF 19.5 25 41 4.1 +1.6
AGIQ Sofi Agentic AI ETF 19.5 69 -3 1.5 -1.0
JOET Virtus Terranova US Quality Momentum ETF 19.4 29 37 4.2 +1.7
JHDV John Hancock U.S. High Dividend ETF 19.4 34 32 6.0 +3.5
DFVX Dimensional US Large Cap Vector ETF 19.4 22 44 5.3 +2.8
JEPI JPMorgan Equity Premium Income ETF 19.4 35 31 4.9 +2.4
DLN WisdomTree U.S. LargeCap Dividend Fund 19.3 28 38 5.3 +2.8
VIG Vanguard Dividend Appreciation ETF 19.3 5 61 4.9 +2.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 19.3 25 41 5.4 +2.9
USXF iShares ESG Advanced MSCI USA ETF 19.2 10 56 3.9 +1.4
RW Rainwater Equity ETF 19.0 125 -59 2.3 -0.3
AIVC Amplify Bloomberg AI Value Chain ETF 18.9 59 7 4.4 +1.9
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 18.8 56 10 5.8 +3.3
DIA SPDR Dow Jones Industrial Average ETF 18.7 16 50 4.6 +2.1
STXD Strive 1000 Dividend Growth ETF 18.7 35 31 4.2 +1.7
PFM Invesco Dividend Achievers ETF 18.7 53 13 4.6 +2.1
BUYZ Franklin Disruptive Commerce ETF 18.7 50 16 2.0 -0.6
EDOW First Trust Dow 30 Equal Weight ETF 18.5 50 16 4.6 +2.1
YLDE ClearBridge Dividend Strategy ESG ETF 18.4 60 6 5.0 +2.5
PRF Invesco FTSE RAFI US 1000 ETF 18.3 39 27 5.9 +3.4
IGPT Invesco AI and Next Gen Software ETF 17.9 60 6 3.3 +0.8
DFNV Donoghue Forlines Innovation ETF 17.9 69 -3 3.7 +1.2
CLOD Themes Cloud Computing ETF 17.7 35 31 2.9 +0.4
SKYY First Trust Cloud Computing ETF 17.6 60 6 2.6 +0.0
SIXG Defiance Connective Technologies ETF 17.6 30 36 3.5 +1.0
GURU Global X Guru Index ETF 17.5 75 -9 2.4 -0.1
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 17.5 39 27 3.4 +0.9
DTD WisdomTree U.S. Total Dividend Fund 17.4 28 38 5.6 +3.1
GINN Goldman Sachs Innovate Equity ETF 17.2 52 14 3.2 +0.7
ARVR First Trust Indxx Metaverse ETF 17.2 70 -4 3.4 +0.9
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 17.1 57 9 3.3 +0.8
QWLD SPDR MSCI World StrategicFactors ETF 17.0 30 36 5.1 +2.6
KNCT Invesco Next Gen Connectivity ETF 16.7 40 26 3.9 +1.4
AVLV Avantis U.S. Large Cap Value ETF 16.7 15 51 6.6 +4.1
BELT iShares Long-Term U.S. Equity Active ETF 16.6 75 -9 2.2 -0.3
GPT Intelligent Alpha Atlas ETF 16.6 69 -3 4.9 +2.4
SPHQ Invesco S&P 500 Quality ETF 16.5 15 51 4.6 +2.1
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 16.5 19 47 4.8 +2.3
FTC First Trust Large Cap Growth AlphaDEX Fund 16.4 59 7 1.6 -0.9
FNDX Schwab Fundamental US Large Co. Index ETF 16.4 25 41 6.4 +3.9
GGME Invesco Next Gen Media and Gaming ETF 16.4 60 6 4.2 +1.7
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 16.2 35 31 3.6 +1.1
CARZ First Trust NASDAQ Global Auto Index Fund 16.1 70 -4 3.4 +0.9
XMAG Defiance Large Cap ex-Mag 7 ETF 15.8 35 31 4.5 +2.0
FDN First Trust Dow Jones Internet Index Fund 15.8 52 14 2.5 +0.0
FDND FT Vest Dow Jones Internet & Target Income ETF 15.8 75 -9 2.3 -0.2
SPGP Invesco S&P 500 GARP ETF 15.7 34 32 5.6 +3.1
CHPX Global X AI Semiconductor & Quantum ETF 15.6 50 16 2.6 +0.0
RSPT Invesco S&P 500 Equal Weight Technology ETF 15.5 40 26 4.5 +2.0
TRFK Pacer Data and Digital Revolution ETF 15.5 60 6 2.7 +0.2
EMOT First Trust S&P 500 Economic Moat ETF 15.5 60 6 6.4 +3.9
SIXA ETC 6 Meridian Mega Cap Equity ETF 15.5 80 -14 6.1 +3.6
TOLL Tema Durable Quality ETF 15.5 75 -9 4.1 +1.6
RAFE PIMCO RAFI ESG U.S. ETF 15.5 29 37 6.1 +3.6
RJDI RJ Eagle GCM Dividend Select Income ETF 15.5 55 11 4.9 +2.4
RWL Invesco S&P 500 Revenue ETF 15.4 39 27 5.9 +3.4
EQWL Invesco S&P 100 Equal Weight ETF 15.4 25 41 5.4 +2.9
ABFL Abacus FCF Leaders ETF 15.4 59 7 3.8 +1.3
VOOV Vanguard S&P 500 Value ETF 15.4 7 59 5.5 +3.0
KONG Formidable Fortress ETF 15.2 89 -23 4.9 +2.4
FNDB Schwab Fundamental US Broad Market Index ETF 15.1 25 41 6.3 +3.8
PTF Invesco Dorsey Wright Technology Momentum ETF 14.9 60 6 -1.0 -3.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 14.8 18 48 5.0 +2.5
ISHP First Trust Nasdaq Retail ETF 14.8 60 6 5.0 +2.5
SPHB Invesco S&P 500 High Beta ETF 14.7 25 41 4.0 +1.5
IVE iShares S&P 500 Value ETF 14.6 18 48 5.4 +2.9
SPYV State Street SPDR Portfolio S&P 500 Value ETF 14.6 4 62 5.5 +3.0
DVND Touchstone Dividend Select ETF 14.6 67 -1 4.9 +2.4
NETZ TCW Transform Systems ETF 14.5 75 -9 2.1 -0.4
YALL God Bless America ETF 14.5 65 1 4.0 +1.5
PDP Invesco Dorsey Wright Momentum ETF 14.3 62 4 1.5 -1.0
FBOT Fidelity Disruptive Automation ETF 14.3 50 16 2.8 +0.3
IUSV iShares Core S&P US Value ETF 14.3 4 62 5.7 +3.2
ALTL Pacer Lunt Large Cap Alternator ETF 14.3 60 6 4.2 +1.7
GOP Unusual Whales Subversive Republican Trading ETF 14.1 50 16 4.7 +2.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 14.0 65 1 1.6 -0.9
VLU State Street SPDR S&P 1500 Value Tilt ETF 14.0 12 54 6.5 +4.0
USMV iShares MSCI USA Min Vol Factor ETF 13.9 15 51 5.0 +2.5
RDVY First Trust Rising Dividend Achievers ETF 13.9 50 16 5.2 +2.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 13.5 60 6 3.3 +0.8
ROE Astoria US Quality Kings ETF 13.5 49 17 5.6 +3.1
TRFM AAM Transformers ETF 13.5 49 17 1.0 -1.5
IWX iShares Russell Top 200 Value ETF 13.4 20 46 5.2 +2.7
IYC iShares U.S. Consumer Discretionary ETF 13.4 40 26 3.2 +0.7
INCE Franklin Income Equity Focus ETF 13.3 29 37 5.0 +2.5
IEDI iShares U.S. Consumer Focused ETF 13.1 18 48 4.5 +2.0
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 13.0 75 -9 3.0 +0.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 12.5 35 31 5.0 +2.5
JVAL JPMorgan U.S. Value Factor ETF 12.5 12 54 6.9 +4.4
TDV ProShares S&P Technology Dividend Aristocrats ETF 12.5 45 21 5.0 +2.5
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 12.4 60 6 4.4 +1.9
AIPO Defiance AI & Power Infrastructure ETF 12.4 69 -3 1.0 -1.6
PY Principal Value ETF 12.3 15 51 6.5 +4.0
SMH VanEck Semiconductor ETF 12.2 35 31 2.7 +0.2
SMHX VanEck Fabless Semiconductor ETF 12.2 35 31 2.6 +0.1
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 12.2 40 26 2.3 -0.2
CZAR Themes Natural Monopoly ETF 12.2 35 31 4.9 +2.4
DGRO iShares Core Dividend Growth ETF 12.2 8 58 5.8 +3.3
FTCE First Trust New Constructs Core Earnings Leaders ETF 12.1 60 6 4.5 +2.0
HART IQ Healthy Hearts ETF 12.1 45 21 5.4 +2.9
QUVU Hartford Quality Value ETF 12.0 46 20 6.6 +4.1
FPAG FPA Global Equity ETF 11.8 49 17 4.9 +2.4
CHGX AXS Change Finance ESG ETF 11.7 49 17 4.4 +1.9
FTCS First Trust Capital Strength ETF 11.7 55 11 4.9 +2.4
SPRX Spear Alpha ETF 11.7 75 -9 -0.3 -2.8
KAT Scharf ETF 11.7 87 -21 4.6 +2.1
BIBL Inspire 100 ETF 11.6 35 31 4.4 +1.9
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 11.6 29 37 5.9 +3.4
BGIG Bahl & Gaynor Income Growth ETF 11.5 45 21 4.7 +2.2
XOEF iShares S&P 500 ex S&P 100 ETF 11.5 20 46 4.8 +2.3
IGV iShares Expanded Tech-Software Sector ETF 11.2 41 25 2.6 +0.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 11.2 15 51 7.7 +5.2
SAMT Strategas Macro Thematic Opportunities ETF 11.2 65 1 2.1 -0.4
LRNZ TrueShares Technology, AI & Deep Learning ETF 11.2 69 -3 -0.7 -3.2
ROUS Hartford Multifactor US Equity ETF 11.2 19 47 6.1 +3.6
PTL Inspire 500 ETF 11.1 9 57 4.7 +2.2
LST Leuthold Select Industries ETF 11.1 91 -25 4.8 +2.3
XLC The Communication Services Select Sector SPDR Fund 11.1 8 58 4.9 +2.4
TOGA Tremblant Global ETF 10.9 69 -3 1.2 -1.3
EVUS iShares ESG Aware MSCI USA Value ETF 10.8 18 48 5.6 +3.1
XLI The Industrial Select Sector SPDR Fund 10.8 8 58 3.7 +1.2
GEW Cambria Global EW ETF 10.8 29 37 5.3 +2.8
CSTK Invesco Comstock Contrarian Equity ETF 10.7 35 31 6.0 +3.5
PPA Invesco Aerospace & Defense ETF 10.7 58 8 1.7 -0.8
BOTZ Global X Robotics & Artificial Intelligence ETF 10.6 69 -3 1.7 -0.8
VALQ American Century U.S. Quality Value ETF 10.5 29 37 6.7 +4.2
ARKW ARK Next Generation Internet ETF 10.4 87 -21 0.7 -1.8
RTH VanEck Retail ETF 10.4 35 31 4.5 +2.0
FELV Fidelity Enhanced Large Cap Value ETF 10.4 18 48 5.9 +3.4
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 10.4 60 6 3.6 +1.1
TTAC FCF US Quality ETF 10.3 59 7 5.0 +2.5
FCOM Fidelity MSCI Communication Services Index ETF 10.3 8 58 4.1 +1.6
VOX Vanguard Communication Services ETF 10.2 9 57 4.2 +1.7
FMKT The Free Markets ETF 10.2 76 -10 3.9 +1.4
ICAP InfraCap Equity Income Fund ETF 10.2 171 -105 3.8 +1.3
HUMN Roundhill Humanoid Robotics ETF 10.1 75 -9 1.0 -1.6
SOXQ Invesco PHLX Semiconductor ETF 10.1 19 47 3.0 +0.5
SOXX iShares Semiconductor ETF 10.1 35 31 3.1 +0.6
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 10.0 15 51 5.8 +3.3
TMAT Main Thematic Innovation ETF 9.9 164 -98 -1.5 -4.0
TCAI Tortoise AI Infrastructure ETF 9.9 65 1 2.0 -0.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 9.9 29 37 5.6 +3.1
PAVE Global X U.S. Infrastructure Development ETF 9.8 47 19 4.5 +2.0
FXL First Trust Technology AlphaDEX Fund 9.8 61 5 4.8 +2.3
ARKF ARK Fintech Innovation ETF 9.8 75 -9 0.1 -2.4
RVER Trenchless Fund ETF 9.7 65 1 2.2 -0.3
TDIV First Trust NASDAQ Technology Dividend Index Fund 9.7 50 16 4.7 +2.2
BWEB Bitwise Web3 ETF 9.7 85 -19 -0.1 -2.6
IXP iShares Global Comm Services ETF 9.7 42 24 5.2 +2.7
IYJ iShares U.S. Industrials ETF 9.6 40 26 3.9 +1.4
FTXL First Trust Nasdaq Semiconductor ETF 9.6 60 6 3.4 +0.9
FCLD Fidelity Cloud Computing ETF 9.5 39 27 2.8 +0.3
BEEZ Honeytree U.S. Equity ETF 9.5 64 2 3.2 +0.7
AIS VistaShares Artificial Intelligence Supercycle ETF 9.4 75 -9 2.0 -0.5
IYH iShares U.S. Healthcare ETF 9.4 40 26 5.4 +2.9
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 9.4 40 26 5.3 +2.8
POWA Invesco Bloomberg Pricing Power ETF 9.4 40 26 5.0 +2.5
GXPC Global X PureCap MSCI Communication Services ETF 9.4 25 41 3.8 +1.3
QMOM Alpha Architect U.S. Quantitative Momentum ETF 9.4 39 27 1.3 -1.2
IWD iShares Russell 1000 Value ETF 9.4 19 47 5.6 +3.1
VONV Vanguard Russell 1000 Value ETF 9.3 7 59 5.7 +3.2
FIDU Fidelity MSCI Industrial Index ETF 9.3 8 58 3.7 +1.2
VIS Vanguard Industrials ETF 9.2 9 57 3.8 +1.3
VFMO Vanguard U.S. Momentum Factor ETF 9.2 13 53 2.5 +0.0
GVUS Marketbeta Russell 1000 Value Equity ETF 9.1 12 54 5.7 +3.2
DTEC ALPS Disruptive Technologies ETF 9.1 50 16 3.3 +0.8
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 9.1 65 1 -1.1 -3.6
ARTY iShares Future AI & Tech ETF 9.0 47 19 2.9 +0.4
FBCV Fidelity Blue Chip Value ETF 9.0 59 7 6.4 +3.9
DIVS SmartETFs Dividend Builder ETF 9.0 65 1 4.6 +2.1
VHT Vanguard Health Care ETF 9.0 9 57 4.8 +2.3
FHLC Fidelity MSCI Health Care Index ETF 8.9 8 58 5.0 +2.5
MOTO SmartETFs Smart Transportation & Technology ETF 8.9 68 -2 5.5 +3.0
DRIV Global X Autonomous & Electric Vehicles ETF 8.8 68 -2 4.1 +1.6
FMED Fidelity Disruptive Medicine ETF 8.7 50 16 -0.6 -3.1
OND ProShares On-Demand ETF 8.7 58 8 -0.6 -3.1
SGRT SMART Earnings Growth 30 ETF 8.7 59 7 1.8 -0.7
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 8.7 49 17 4.0 +1.5
XLV The Health Care Select Sector SPDR Fund 8.7 8 58 6.1 +3.6
GKAT Scharf Global Opportunity ETF 8.5 57 9 5.4 +2.9
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 8.5 60 6 5.0 +2.5
NULV Nuveen ESG Large-Cap Value ETF 8.4 26 40 5.6 +3.1
DGT State Street SPDR Global Dow ETF 8.4 50 16 6.0 +3.5
CLNR IQ Cleaner Transport ETF 8.4 45 21 4.9 +2.4
PSI Invesco Semiconductors ETF 8.4 57 9 2.5 -0.1
DIVE Dana Concentrated Dividend ETF 8.4 65 1 6.7 +4.2
MOAT VanEck Morningstar Wide Moat ETF 8.4 46 20 5.3 +2.8
CLOU Global X Cloud Computing ETF 8.3 68 -2 2.5 -0.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 8.3 64 2 0.9 -1.6
ARKQ ARK Autonomous Technology & Robotics ETF 8.2 75 -9 0.8 -1.7
SSPY Syntax Stratified LargeCap ETF 8.1 30 36 5.9 +3.4
QNXT iShares Nasdaq-100 ex Top 30 ETF 8.1 20 46 4.2 +1.7
QQLV Invesco QQQ Low Volatility ETF 8.1 25 41 4.4 +1.9
HRTS Tema Heart & Health ETF 8.1 75 -9 1.9 -0.6
TINY ProShares Nanotechnology ETF 7.9 58 8 2.8 +0.3
ARKK ARK Innovation ETF 7.8 75 -9 -2.8 -5.3
XLY The Consumer Discretionary Select Sector SPDR Fund 7.8 8 58 4.0 +1.5
JAVA JPMorgan Active Value ETF 7.7 44 22 5.5 +3.0
VFQY Vanguard U.S. Quality Factor ETF 7.7 13 53 5.3 +2.8
XITK State Street SPDR FactSet Innovative Technology ETF 7.7 45 21 0.7 -1.8
JSTC Adasina Social Justice All Cap Global ETF 7.7 89 -23 4.2 +1.7
GDOC Goldman Sachs Future Health Care Equity ETF 7.7 75 -9 2.2 -0.3
HTEC ROBO Global Healthcare Technology and Innovation ETF 7.6 68 -2 1.7 -0.8
IXJ iShares Global Healthcare ETF 7.5 42 24 5.7 +3.2
IYG iShares US Financial Services ETF 7.5 40 26 4.8 +2.3
ARKX ARK Space Exploration & Innovation ETF 7.4 75 -9 0.0 -2.5
EXI iShares Global Industrials ETF 7.4 42 24 3.7 +1.2
SOCL Global X Social Media ETF 7.4 65 1 9.0 +6.5
HUSV First Trust Horizon Managed Volatility Domestic ETF 7.3 70 -4 4.6 +2.1
RUNN Running Oak Efficient Growth ETF 7.3 58 8 4.4 +1.9
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 7.2 60 6 3.3 +0.8
SNPV Xtrackers S&P 500 Value ESG ETF 7.2 15 51 6.1 +3.6
XLF The Financial Select Sector SPDR Fund 7.2 8 58 5.2 +2.7
FUNL CornerCap Fundametrics Large-Cap ETF 7.1 50 16 6.3 +3.8
MADE iShares U.S. Manufacturing ETF 7.1 40 26 4.1 +1.6
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 7.1 60 6 5.1 +2.6
VFMV Vanguard U.S. Minimum Volatility ETF 7.1 13 53 5.3 +2.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 7.0 9 57 5.4 +2.9
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 7.0 12 54 5.4 +2.9
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 6.9 68 -2 5.8 +3.3
GXPD Global X PureCap MSCI Consumer Discretionary ETF 6.9 25 41 3.1 +0.6
QTUM Defiance Quantum ETF 6.9 40 26 4.3 +1.8
IHI iShares U.S. Medical Devices ETF 6.9 40 26 3.5 +1.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 6.9 25 41 5.2 +2.7
SPLV Invesco S&P 500 Low Volatility ETF 6.9 25 41 5.2 +2.7
IWP iShares Russell Mid-Cap Growth ETF 6.8 23 43 2.6 +0.1
RXI iShares Global Consumer Discretionary ETF 6.8 41 25 7.0 +4.5
CGDG Capital Group Dividend Growers ETF 6.8 47 19 5.4 +2.9
BLCV iShares Large Cap Value Active ETF 6.8 53 13 6.5 +4.0
VOLT Tema Electrification ETF 6.7 75 -9 3.3 +0.8
VFH Vanguard Financials ETF 6.7 9 57 5.6 +3.1
OPTZ Optimize Strategy Index ETF 6.7 50 16 4.2 +1.7
FDIS Fidelity MSCI Consumer Discretionary Index ETF 6.7 8 58 3.7 +1.2
FEX First Trust Large Cap Core AlphaDEX Fund 6.7 59 7 5.1 +2.6
RSP Invesco S&P 500 Equal Weight ETF 6.7 20 46 5.9 +3.4
VCR Vanguard Consumer Discretionary ETF 6.7 9 57 3.9 +1.4
FCTE SMI 3Fourteen Full-Cycle Trend ETF 6.7 85 -19 3.6 +1.1
CFA VictoryShares US 500 Volatility Wtd ETF 6.6 35 31 5.3 +2.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 6.6 40 26 5.2 +2.7
AKRE Akre Focus ETF 6.6 106 -40 3.2 +0.7
WCLD WisdomTree Cloud Computing Fund 6.6 45 21 1.5 -1.0
ITAN Sparkline Intangible Value ETF 6.6 50 16 5.5 +3.0
MDEV First Trust Indxx Medical Devices ETF 6.5 70 -4 4.1 +1.6
GTEK Goldman Sachs Future Tech Leaders Equity ETF 6.5 75 -9 2.3 -0.2
FNCL Fidelity MSCI Financials Index ETF 6.5 8 58 5.6 +3.1
RSPH Invesco S&P 500 Equal Weight Health Care ETF 6.4 40 26 6.5 +4.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 6.4 65 1 1.7 -0.8
VOT Vanguard Mid-Cap Growth ETF 6.3 7 59 3.0 +0.5
EUSA iShares MSCI USA Equal Weighted ETF 6.3 9 57 5.5 +3.0
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 6.3 60 6 6.9 +4.4
CWS AdvisorShares Focused Equity ETF 6.3 84 -18 4.6 +2.1
VYM Vanguard High Dividend Yield Index ETF 6.3 6 60 6.3 +3.8
DJD Invesco Dow Jones Industrial Average Dividend ETF 6.2 7 59 6.8 +4.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 6.1 58 8 5.0 +2.5
IBOT Vaneck Robotics ETF 6.0 47 19 3.3 +0.8
DUSA Davis Select U.S. Equity ETF 6.0 61 5 6.4 +3.9
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 5.9 40 26 5.1 +2.6
NUDV Nuveen ESG Dividend ETF 5.9 26 40 6.7 +4.2
SIZE iShares MSCI USA Size Factor ETF 5.9 15 51 5.5 +3.0
AKAF The Frontier Economic Fund 5.9 20 46 5.5 +3.0
GLRY Inspire Faithward Mid Cap Momentum ETF 5.8 80 -14 5.2 +2.7
NVIR Horizon Kinetics Energy and Remediation ETF 5.8 85 -19 6.1 +3.6
XRT State Street SPDR S&P Retail ETF 5.8 35 31 6.9 +4.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 5.7 18 48 7.0 +4.5
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 5.7 40 26 3.7 +1.2
CIBR First Trust NASDAQ Cybersecurity ETF 5.6 60 6 3.6 +1.1
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 5.6 60 6 2.7 +0.2
PRXV Praxis Impact Large Cap Value ETF 5.6 36 30 5.8 +3.3
ACWV iShares MSCI Global Min Vol Factor ETF 5.6 20 46 5.3 +2.8
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 5.6 52 14 5.0 +2.5
VICE AdvisorShares Vice ETF 5.6 99 -33 6.0 +3.5
POW VistaShares Electrification Supercycle ETF 5.6 75 -9 3.0 +0.5
PRN Invesco Dorsey Wright Industrials Momentum ETF 5.5 60 6 1.4 -1.1
MGV Vanguard Mega Cap Value ETF 5.5 7 59 5.7 +3.2
IVRS iShares Future Metaverse Tech and Communications ETF 5.5 47 19 3.0 +0.5
MBOX Freedom Day Dividend ETF 5.5 39 27 6.7 +4.2
IBUY Amplify Online Retail ETF 5.4 65 1 1.3 -1.2
BFOR ALPS Barron's 400 ETF 5.4 65 1 4.9 +2.4
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 5.4 58 8 3.9 +1.4
TMFG Motley Fool Global Opportunities ETF 5.4 85 -19 3.5 +1.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 5.4 65 1 7.1 +4.6
XHE State Street SPDR S&P Health Care Equipment ETF 5.2 35 31 2.9 +0.4
FXH First Trust Health Care AlphaDEX Fund 5.2 62 4 6.8 +4.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.1 20 46 5.6 +3.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 5.1 75 -9 6.4 +3.9
FDHT Fidelity Digital Health ETF 5.1 39 27 1.3 -1.2
IXG iShares Global Financials ETF 5.1 42 24 5.8 +3.3
RSPN Invesco S&P 500 Equal Weight Industrials ETF 5.1 40 26 4.3 +1.8
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 5.1 61 5 1.8 -0.7
NUMG Nuveen ESG Mid-Cap Growth ETF 5.0 31 35 2.2 -0.3
XSD State Street SPDR S&P Semiconductor ETF 5.0 35 31 3.3 +0.8
RBLD First Trust Alerian US NextGen Infrastructure ETF 5.0 65 1 4.3 +1.8
REVS Columbia Research Enhanced Value ETF 5.0 19 47 6.9 +4.4
IMCG iShares Morningstar Mid-Cap Growth ETF 5.0 6 60 3.6 +1.1
IYF iShares U.S. Financials ETF 5.0 40 26 5.2 +2.7
DWLD Davis Select Worldwide ETF 4.9 63 3 6.3 +3.8
RSHO Tema American Reshoring ETF 4.8 75 -9 3.7 +1.2
FILL iShares MSCI Global Energy Producers ETF 4.8 39 27 5.4 +2.9
ETHO Etho Climate Leadership U.S. ETF 4.8 47 19 4.7 +2.2
BLOK Amplify Transformational Data Sharing ETF 4.8 75 -9 0.3 -2.2
MAGA Point Bridge America First ETF 4.7 72 -6 5.7 +3.2
NXTG First Trust Indxx NextG ETF 4.7 70 -4 4.4 +1.9
PFI Invesco Dorsey Wright Financial Momentum ETF 4.7 60 6 4.2 +1.7
AGNG Global X Aging Population ETF 4.7 50 16 3.9 +1.4
LOUP Innovator Deepwater Frontier Tech ETF 4.7 70 -4 0.6 -1.9
BMED Future Health ETF 4.7 85 -19 0.2 -2.3
ERTH Invesco MSCI Sustainable Future ETF 4.6 62 4 3.1 +0.6
HWAY Themes US Infrastructure ETF 4.6 29 37 5.1 +2.6
SCHV Schwab U.S. Large-Cap Value ETF 4.6 4 62 5.9 +3.4
BOUT Innovator IBD Breakout Opportunities ETF 4.5 81 -15 4.6 +2.1
ULVM VictoryShares US Value Momentum ETF 4.4 20 46 6.5 +4.0
MVPA Miller Value Partners Appreciation ETF 4.4 60 6 7.7 +5.2
XSW State Street SPDR S&P Software & Services ETF 4.3 35 31 2.3 -0.2
SHRY First Trust Bloomberg Shareholder Yield ETF 4.2 60 6 8.9 +6.4
USMF WisdomTree U.S. Multifactor Fund 4.2 28 38 6.4 +3.9
RSPM Invesco S&P 500 Equal Weight Materials ETF 4.2 40 26 6.9 +4.4
FMAT Fidelity MSCI Materials Index ETF 4.2 8 58 5.5 +3.0
XLB The Materials Select Sector SPDR Fund 4.2 8 58 5.6 +3.1
VAW Vanguard Materials ETF 4.2 9 57 5.5 +3.0
IBLC iShares Blockchain and Tech ETF 4.1 47 19 -1.4 -3.9
PTH Invesco Dorsey Wright Healthcare Momentum ETF 4.1 60 6 -1.7 -4.2
TINT ProShares Smart Materials ETF 4.1 58 8 5.0 +2.5
SDG iShares MSCI Global Sustainable Development Goals ETF 4.1 49 17 4.8 +2.3
IVRA Invesco Real Assets ESG ETF 4.1 59 7 6.2 +3.7
VFMF Vanguard U.S. Multifactor ETF 4.0 18 48 6.7 +4.2
RSPF Invesco S&P 500 Equal Weight Financials ETF 4.0 40 26 5.9 +3.4
EQIN Columbia US Equity Income ETF 4.0 35 31 6.2 +3.7
BOTT Themes Robotics & Automation ETF 4.0 35 31 -1.4 -3.9
DFLV Dimensional US Large Cap Value ETF 3.9 22 44 6.5 +4.0
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.9 29 37 6.4 +3.9
FIW First Trust Water ETF 3.9 53 13 4.4 +1.9
MEDI Harbor Health Care ETF 3.9 80 -14 -1.5 -4.0
OCEN IQ Clean Oceans ETF 3.9 45 21 5.0 +2.5
SPYA Twin Oak Endure ETF 3.9 80 -14 -0.5 -3.0
AGQI First Trust Active Global Quality Income ETF 3.8 85 -19 4.6 +2.1
DTCR Global X Data Center & Digital Infrastructure ETF 3.7 50 16 3.1 +0.6
KBWB Invesco KBW Bank ETF 3.7 35 31 6.6 +4.1
PKW Invesco Buyback Achievers ETF 3.7 62 4 7.0 +4.5
DXIV Dimensional International Vector Equity ETF 3.7 34 32 6.7 +4.2
VSDA VictoryShares Dividend Accelerator ETF 3.7 35 31 6.6 +4.1
MXI iShares Global Materials ETF 3.6 41 25 6.3 +3.8
GSIB Themes Global Systemically Important Banks ETF 3.6 35 31 8.3 +5.8
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 3.6 20 46 5.8 +3.3
VTV Vanguard Value ETF 3.6 4 62 6.0 +3.5
SURE AdvisorShares Insiders Advantage ETF 3.6 90 -24 8.3 +5.8
PINK Simplify Health Care ETF 3.6 50 16 0.6 -1.9
BUL Pacer US Cash Cows Growth ETF 3.5 60 6 4.0 +1.5
MVAL VanEck Morningstar Wide Moat Value ETF 3.5 49 17 6.0 +3.5
AUSF Global X Adaptive U.S. Factor ETF 3.5 27 39 7.9 +5.4
IQRA IQ CBRE Real Assets ETF 3.5 65 1 5.4 +2.9
DFUV Dimensional US Marketwide Value ETF 3.5 22 44 6.4 +3.9
PWV Invesco Large Cap Value ETF 3.5 55 11 6.7 +4.2
SATO Invesco Alerian Galaxy Crypto Economy ETF 3.4 61 5 -0.6 -3.1
LQPE PEO AlphaQuest Thematic PE ETF 3.4 125 -59 6.0 +3.5
FFTY Innovator IBD 50 ETF 3.4 80 -14 -1.8 -4.3
TAX Cambria Tax Aware ETF 3.4 49 17 5.1 +2.6
FITE State Street SPDR S&P Kensho Future Security ETF 3.4 45 21 1.3 -1.2
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.4 65 1 4.2 +1.7
FLV American Century Focused Large Cap Value ETF 3.4 42 24 6.1 +3.6
KCE State Street SPDR S&P Capital Markets ETF 3.4 35 31 5.4 +2.9
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 3.4 41 25 5.0 +2.5
IYZ iShares U.S. Telecommunications ETF 3.4 40 26 6.1 +3.6
FPX First Trust US Equity Opportunities ETF 3.3 61 5 0.8 -1.7
DEUS Xtrackers Russell US Multifactor ETF 3.3 17 49 6.0 +3.5
IMCB iShares Morningstar Mid-Cap ETF 3.2 4 62 5.5 +3.0
DIVZ TrueShares Low Volatility Equity Income ETF 3.2 65 1 6.0 +3.5
JDOC JPMorgan Healthcare Leaders ETF 3.2 65 1 3.3 +0.8
EQAL Invesco Russell 1000 Equal Weight ETF 3.2 20 46 6.4 +3.9
XTL State Street SPDR S&P Telecom ETF 3.1 35 31 1.2 -1.4
IGE iShares North American Natural Resources ETF 3.1 41 25 6.6 +4.1
ROBO ROBO Global Robotics & Automation Index ETF 3.1 95 -29 2.7 +0.2
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 3.1 20 46 2.6 +0.1
FDIG Fidelity Crypto Industry and Digital Payments ETF 3.0 39 27 -0.8 -3.3
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 3.0 60 6 1.1 -1.4
ONLN ProShares Online Retail ETF 3.0 58 8 1.9 -0.6
ASLV Allspring Special Large Value ETF 3.0 35 31 5.8 +3.3
TRUD VanEck Consumer Disc TruSector ETF 3.0 14 52 2.3 -0.2
EBIZ Global X E-Commerce ETF 3.0 50 16 3.3 +0.8
CDIG City Different Investments Global Equity ETF 3.0 75 -9 0.4 -2.1
VO Vanguard Mid-Cap ETF 3.0 4 62 5.3 +2.8
WTV WisdomTree US Value Fund of Benef Interest 2.9 12 54 7.7 +5.2
ALRG Allspring LT Large Core ETF 2.9 28 38 3.8 +1.3
WAR U.S. Global Tech and Aerospace & Defense ETF 2.9 60 6 4.6 +2.1
EQRR ProShares Equities for Rising Rates ETF 2.9 35 31 6.7 +4.2
MISL First Trust Indxx Aerospace & Defense ETF 2.9 60 6 1.3 -1.2
ITA iShares U.S. Aerospace & Defense ETF 2.9 40 26 1.3 -1.2
XAR State Street SPDR S&P Aerospace & Defense ETF 2.9 35 31 1.4 -1.1
NATO Themes Transatlantic Defense ETF 2.9 35 31 1.6 -0.9
WGMI Valkyrie Bitcoin Miners ETF 2.9 75 -9 -4.0 -6.5
DIVB iShares Core Dividend ETF 2.8 5 61 7.3 +4.8
ADIV SmartETFs Asia Pacific Dividend Builder ETF 2.8 78 -12 8.6 +6.1
FXD First Trust Consumer Discretionary AlphaDEX Fund 2.8 61 5 6.1 +3.6
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 2.7 65 1 0.6 -1.9
HEAL Global X HealthTech ETF 2.7 50 16 -1.5 -4.0
DAT ProShares Big Data Refiners ETF 2.7 58 8 2.1 -0.4
FMDE Fidelity Enhanced Mid Cap ETF 2.7 23 43 5.2 +2.7
MNRS Grayscale Bitcoin Miners ETF 2.7 59 7 0.0 -2.5
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 2.6 45 21 1.3 -1.2
MOTG VanEck Morningstar Global Wide Moat ETF 2.6 52 14 8.6 +6.1
HELX Franklin Genomic Advancements ETF 2.6 50 16 -0.4 -2.9
FDFF Fidelity Disruptive Finance ETF 2.6 50 16 3.9 +1.4
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 2.6 75 -9 4.7 +2.2
MID American Century Mid Cap Growth Impact ETF 2.6 45 21 2.9 +0.4
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 2.6 79 -13 4.5 +2.0
ZAP Global X U.S. Electrification ETF 2.6 50 16 3.8 +1.3
IBAT iShares Energy Storage & Materials ETF 2.6 47 19 2.5 -0.0
FVD First Trust Value Line Dividend Index Fund 2.5 65 1 5.7 +3.2
KNO AXS Knowledge Leaders ETF 2.5 78 -12 5.0 +2.5
IDMO Invesco S&P International Developed Momentum ETF 2.5 25 41 5.1 +2.6
BBCA JPMorgan BetaBuilders Canada ETF 2.5 19 47 5.5 +3.0
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 2.5 42 24 5.5 +3.0
FLCA Franklin FTSE Canada ETF 2.5 9 57 5.7 +3.2
FDNI First Trust Dow Jones International Internet ETF 2.5 65 1 18.5 +16.0
EWC iShares MSCI Canada ETF 2.5 50 16 5.2 +2.7
FEGE First Eagle Global Equity ETF 2.4 79 -13 5.6 +3.1
DIVG Invesco S&P 500 High Dividend Growers ETF 2.4 39 27 7.7 +5.2
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 2.4 60 6 5.7 +3.2
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 2.4 40 26 6.9 +4.4
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 2.4 8 58 5.5 +3.0
GXPS Global X PureCap MSCI Consumer Staples ETF 2.4 25 41 4.8 +2.3
KXI iShares Global Consumer Staples ETF 2.4 41 25 5.3 +2.8
XLP The Consumer Staples Select Sector SPDR Fund 2.4 8 58 5.8 +3.3
VDC Vanguard Consumer Staples ETF 2.4 9 57 5.5 +3.0
STXV Strive 1000 Value ETF 2.3 18 48 7.2 +4.7
FTWO Strive FAANG 2.0 ETF 2.3 49 17 3.7 +1.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 2.3 38 28 5.7 +3.2
FRNW Fidelity Clean Energy ETF 2.3 39 27 2.1 -0.4
NUKZ Range Nuclear Renaissance Index ETF 2.3 85 -19 1.0 -1.6
ETEC iShares Breakthrough Environmental Solutions ETF 2.3 47 19 3.1 +0.6
CNRG State Street SPDR S&P Kensho Clean Power ETF 2.3 45 21 1.5 -1.0
CCSO Carbon Collective Climate Solutions US Equity ETF 2.3 35 31 1.1 -1.4
PSR Invesco Active U.S. Real Estate Fund 2.2 35 31 7.6 +5.1
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 2.2 40 26 7.9 +5.4
AVRE Avantis Real Estate ETF 2.2 17 49 7.0 +4.5
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 2.2 11 55 7.6 +5.1
FPRO Fidelity Real Estate Investment ETF 2.2 59 7 6.1 +3.6
FREL Fidelity MSCI Real Estate Index ETF 2.2 8 58 7.3 +4.8
GQRE FlexShares Global Quality Real Estate Index Fund 2.2 45 21 7.6 +5.1
JRE Janus Henderson U.S. Real Estate ETF 2.2 65 1 7.6 +5.1
JPRE JPMorgan Realty Income ETF 2.2 50 16 7.7 +5.2
BYRE Principal Real Estate Active Opportunities ETF 2.2 65 1 6.4 +3.9
DFAR Dimensional US Real Estate ETF 2.2 19 47 7.9 +5.4
DFGR Dimensional Global Real Estate ETF 2.2 22 44 7.5 +5.0
FRI First Trust S&P REIT Index Fund 2.2 50 16 7.2 +4.7
SCHH Schwab U.S. REIT ETF 2.2 7 59 7.9 +5.4
ERET iShares Environmentally Aware Real Estate ETF 2.2 30 36 7.0 +4.5
ICF iShares Cohen & Steers REIT ETF 2.2 33 33 7.8 +5.3
IYR iShares U.S. Real Estate ETF 2.2 40 26 7.2 +4.7
REET iShares Global REIT ETF 2.2 14 52 7.3 +4.8
REZ iShares Residential and Multisector Real Estate ETF 2.2 48 18 6.2 +3.7
USRT iShares Core U.S. REIT ETF 2.2 8 58 7.7 +5.2
RWO SPDR Dow Jones Global Real Estate ETF 2.2 50 16 6.6 +4.1
RWR State Street SPDR Dow Jones REIT ETF 2.2 25 41 7.2 +4.7
XLRE Real Estate Select Sector SPDR Fund 2.2 8 58 7.5 +5.0
PPTY US Diversified Real Estate ETF 2.2 53 13 7.8 +5.3
RITA ETFB Green SRI REITs ETF 2.2 50 16 5.5 +3.0
SPRE SP Funds S&P Global REIT Sharia ETF 2.2 55 11 5.7 +3.2
HAUS Residential REIT ETF 2.2 60 6 3.9 +1.4
IRET iREIT - MarketVector Quality REIT Index ETF 2.2 60 6 6.6 +4.1
VGSR Vert Global Sustainable Real Estate ETF 2.2 47 19 7.1 +4.6
VNQ Vanguard Real Estate ETF 2.2 13 53 7.2 +4.7
EBLU Ecofin Global Water ESG Fund 2.2 40 26 4.3 +1.8
CGW Invesco S&P Global Water Index ETF 2.2 57 9 4.2 +1.7
PHO Invesco Water Resources ETF 2.2 60 6 4.3 +1.8
PIO Invesco Global Water ETF 2.2 75 -9 3.8 +1.3
EVX VanEck Environmental Services ETF 2.2 55 11 2.2 -0.3
IYM iShares U.S. Basic Materials ETF 2.2 40 26 5.2 +2.7
TBLU Tortoise Global Water ESG ETF 2.2 40 26 4.2 +1.7
HYP Golden Eagle Dynamic Hypergrowth ETF 2.2 85 -19 -1.1 -3.6
MAKX ProShares S&P Kensho Smart Factories ETF 2.2 58 8 -0.4 -2.9
JIG JPMorgan International Growth ETF 2.2 55 11 4.0 +1.5
SPIT F/m Emerald Special Situations ETF 2.1 105 -39 -0.9 -3.4
DIHP Dimensional International High Profitability ETF 2.1 29 37 5.8 +3.3
UDI USCF Dividend Income Fund 2.1 65 1 7.2 +4.7
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 2.1 60 6 4.2 +1.7
BPAY BlackRock Future Financial and Technology ETF 2.1 70 -4 5.5 +3.0
VFLO VictoryShares Free Cash Flow ETF 2.1 39 27 8.6 +6.1
SMRI Bushido Capital US Equity ETF 2.1 71 -5 8.7 +6.2
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 2.0 61 5 5.7 +3.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 2.0 30 36 6.6 +4.1
BNGE First Trust S-Network Streaming and Gaming ETF 2.0 70 -4 2.4 -0.1
IWR iShares Russell Midcap ETF 2.0 19 47 5.4 +2.9
CBSE Clough Select Equity ETF 2.0 85 -19 0.9 -1.6
BLES Inspire Global Hope ETF 2.0 61 5 6.1 +3.6
RCGE RockCreek Global Equality ETF 2.0 95 -29 6.0 +3.5
PKB Invesco Building & Construction ETF 1.9 62 4 3.5 +1.0
MDCP VictoryShares THB Mid Cap ESG ETF 1.9 55 11 5.2 +2.7
PEJ Invesco Leisure and Entertainment ETF 1.9 58 8 0.9 -1.6
USCF Themes US Cash Flow Champions ETF 1.9 29 37 7.7 +5.2
FDRV Fidelity Electric Vehicles and Future Transportation ETF 1.9 39 27 -1.3 -3.8
IYT iShares US Transportation ETF 1.9 40 26 4.4 +1.9
XTN State Street SPDR S&P Transportation ETF 1.9 35 31 3.6 +1.1
AWAY ETFMG Travel Tech ETF 1.9 76 -10 -0.2 -2.7
LGCF Themes US Cash Flow Champions ETF 1.9 30 36 7.2 +4.7
WCEO Hypatia Women CEO ETF 1.9 85 -19 2.8 +0.3
PXI Invesco Dorsey Wright Energy Momentum ETF 1.9 60 6 6.2 +3.7
RSPG Invesco S&P 500 Equal Weight Energy ETF 1.9 40 26 10.2 +7.7
AMZA InfraCap MLP ETF 1.9 164 -98 7.6 +5.1
FENY Fidelity MSCI Energy Index ETF 1.9 8 58 8.4 +5.9
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 1.9 46 20 5.5 +3.0
UMI USCF Midstream Energy Income Fund ETF 1.9 85 -19 5.6 +3.1
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 1.9 55 11 6.1 +3.6
ENFR Alerian Energy Infrastructure ETF 1.9 35 31 5.9 +3.4
EIPI FT Energy Income Partners Enhanced Income ETF 1.9 110 -44 6.5 +4.0
FTXN First Trust Nasdaq Oil & Gas ETF 1.9 60 6 11.2 +8.7
EINC VanEck Energy Income ETF 1.9 48 18 5.6 +3.1
GXPE Global X PureCap MSCI Energy ETF 1.9 25 41 8.1 +5.6
LNGX Global X U.S. Natural Gas ETF 1.9 45 21 12.7 +10.2
MLPX Global X MLP & Energy Infrastructure ETF 1.9 45 21 5.7 +3.2
IGF iShares Global Infrastructure ETF 1.9 41 25 4.5 +2.0
IXC iShares Global Energy ETF 1.9 44 22 9.4 +6.9
IYE iShares U.S. Energy ETF 1.9 40 26 8.2 +5.7
GII SPDR S&P Global Infrastructure ETF 1.9 40 26 4.5 +2.0
XLE The Energy Select Sector SPDR Fund 1.9 8 58 8.4 +5.9
TPYP Tortoise North American Pipeline Fund 1.9 40 26 5.8 +3.3
USAI Pacer American Energy Independence ETF 1.9 75 -9 4.8 +2.3
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 1.9 59 7 4.3 +1.8
BESF Bastion Energy ETF 1.9 80 -14 5.9 +3.4
VDE Vanguard Energy ETF 1.9 9 57 8.3 +5.8
ROKT State Street SPDR S&P Kensho Final Frontiers ETF 1.9 45 21 1.3 -1.2
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.9 60 6 5.2 +2.7
FAN First Trust Global Wind Energy ETF 1.8 60 6 3.8 +1.3
FXZ First Trust Materials AlphaDEX Fund 1.8 61 5 7.9 +5.4
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.8 49 17 2.9 +0.4
COWZ Pacer US Cash Cows 100 ETF 1.8 49 17 7.4 +4.9
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.8 30 36 7.0 +4.5
WCBR WisdomTree Cybersecurity Fund 1.8 45 21 1.8 -0.7
BUG Global X Cybersecurity ETF 1.8 51 15 2.5 +0.0
IHAK iShares Cybersecurity & Tech ETF 1.8 47 19 3.8 +1.3
SPAM Themes Cybersecurity ETF 1.8 35 31 2.5 -0.0
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.7 49 17 8.1 +5.6
PAWZ ProShares Pet Care ETF 1.7 50 16 3.5 +1.0
GRPM Invesco S&P MidCap 400 GARP ETF 1.7 35 31 6.9 +4.4
IBBQ Invesco Nasdaq Biotechnology ETF 1.7 19 47 0.1 -2.4
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.7 20 46 3.7 +1.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.7 15 51 3.9 +1.4
FBT First Trust NYSE Arca Biotechnology Index Fund 1.7 56 10 1.8 -0.7
BBH VanEck Biotech ETF 1.7 35 31 4.3 +1.8
GNOM Global X Genomics & Biotechnology ETF 1.7 50 16 -3.8 -6.3
IBB iShares Biotechnology ETF 1.7 45 21 -0.3 -2.8
MEDX Horizon Kinetics Medical ETF 1.7 85 -19 1.3 -1.3
SMAP Amplify Small-Mid Cap Equity ETF 1.7 60 6 4.8 +2.3
FXO First Trust Financials AlphaDEX Fund 1.7 62 4 7.2 +4.7
IMCV iShares Morningstar Mid-Cap Value ETF 1.6 6 60 7.2 +4.7
MCDS JPMorgan Fundamental Data Science Mid Core ETF 1.6 35 31 5.0 +2.5
BBP Virtus LifeSci Biotech Products ETF 1.6 79 -13 -2.9 -5.4
DSTL Distillate US Fundamental Stability & Value ETF 1.6 39 27 7.3 +4.8
AVIE Avantis  Inflation Focused Equity ETF 1.5 25 41 6.3 +3.8
SFGV Sequoia Global Value ETF 1.5 23 43 7.5 +5.0
BLDG Cambria Global Real Estate ETF 1.5 60 6 11.0 +8.5
AESR Anfield U.S. Equity Sector Rotation ETF 1.5 108 -42 4.0 +1.5
SFYX SoFi Next 500 ETF 1.5 0 66 5.0 +2.5
EMLP First Trust North American Energy Infrastructure Fund 1.5 95 -29 5.7 +3.2
ABLD Abacus FCF Real Assets Leaders ETF 1.4 69 -3 6.3 +3.8
IFRA iShares U.S. Infrastructure ETF 1.4 30 36 5.8 +3.3
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.4 35 31 5.6 +3.1
HOMZ Hoya Capital Housing ETF 1.3 30 36 8.5 +6.0
FLDZ RiverNorth Patriot ETF 1.3 75 -9 5.6 +3.1
HDV iShares Core High Dividend ETF 1.2 8 58 6.5 +4.0
XBI State Street SPDR S&P Biotech ETF 1.2 35 31 -3.1 -5.6
SSUS Day Hagan/Ned Davis Research Smart Sector ETF 1.2 79 -13 3.8 +1.3
BITQ Bitwise Crypto Industry Innovators ETF 1.2 85 -19 -2.0 -4.5
SMOT VanEck Morningstar SMID Moat ETF 1.2 49 17 5.8 +3.3
NUMV Nuveen ESG Mid-Cap Value ETF 1.2 31 35 6.1 +3.6
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.1 45 21 1.6 -0.9
STXI Strive International Developed Markets ETF 1.1 29 37 5.7 +3.2
IMTM iShares MSCI Intl Momentum Factor ETF 1.1 30 36 4.7 +2.2
WLDR Affinity World Leaders Equity ETF 1.1 67 -1 6.4 +3.9
FPWR First Trust EIP Power Solutions ETF 1.1 96 -30 4.8 +2.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.1 15 51 7.0 +4.5
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.1 47 19 5.8 +3.3
DGLO First Trust RBA Deglobalization ETF 1.0 70 -4 5.8 +3.3
SPVM Invesco S&P 500 Value with Momentum ETF 1.0 39 27 6.7 +4.2
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.0 40 26 5.3 +2.8
SAGP Strategas Global Policy Opportunities ETF 1.0 65 1 4.6 +2.1
SHLD Global X Defense Tech ETF 1.0 50 16 2.3 -0.2
GDFN Tema International Defense Innov ETF 1.0 75 -9 2.0 -0.5
JEDI Defiance Drone and Modern Warfare ETF 1.0 69 -3 1.0 -1.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.0 35 31 7.2 +4.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.0 38 28 7.2 +4.7
VCLN Virtus Duff & Phelps Clean Energy ETF 1.0 59 7 3.7 +1.2
TPHD Timothy Plan High Dividend Stock ETF 1.0 52 14 6.5 +4.0
SDY State Street SPDR S&P Dividend ETF 0.9 35 31 6.2 +3.7
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.9 54 12 6.5 +4.0
SRVR Pacer Data & Infrastructure Real Estate ETF 0.9 55 11 4.2 +1.7
FFOX FundX Future Fund Opportunities ETF 0.9 100 -34 2.7 +0.2
RNSC Furst Trust Small Cap US Equity Select ETF 0.9 60 6 4.3 +1.8
AVMV Avantis U.S. Mid Cap Value ETF 0.9 20 46 7.6 +5.1
RNMC First Trust Mid Cap US Equity Select ETF 0.9 60 6 5.9 +3.4
CGIE Capital Group International Equity ETF 0.9 54 12 4.2 +1.7
FSCS First Trust SMID Capital Strength ETF 0.9 60 6 6.1 +3.6
FSGS First Trust SMID Growth Strength ETF 0.9 60 6 4.3 +1.8
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.8 12 54 5.2 +2.7
VBK Vanguard Small-Cap Growth ETF 0.8 7 59 1.5 -1.0
FXN First Trust Energy AlphaDEX Fund 0.8 62 4 13.6 +11.1
TEXN iShares Texas Equity ETF 0.8 20 46 5.6 +3.1
IJK iShares S&P Mid-Cap 400 Growth ETF 0.8 17 49 4.9 +2.4
VXF Vanguard Extended Market ETF 0.8 5 61 3.9 +1.4
BKIE BNY Mellon International Equity ETF 0.8 4 62 6.0 +3.5
DIVN Horizon Dividend Income ETF 0.8 70 -4 6.8 +4.3
WDNA WisdomTree BioRevolution Fund 0.8 45 21 -2.0 -4.5
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 0.8 50 16 7.6 +5.1
SCHF Schwab International Equity ETF 0.8 6 60 6.2 +3.7
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.7 15 51 4.9 +2.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.7 10 56 5.0 +2.5
IDEV iShares Core MSCI International Developed Markets ETF 0.7 4 62 6.1 +3.6
AVMC Avantis U.S. Mid Cap Equity ETF 0.7 18 48 6.0 +3.5
HAP VanEck Natural Resources ETF 0.7 50 16 7.9 +5.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.7 20 46 5.4 +2.9
VEA Vanguard FTSE Developed Markets ETF 0.7 3 63 6.1 +3.6
VSGX Vanguard ESG International Stock ETF 0.7 10 56 6.7 +4.2
VOE Vanguard Mid-Cap Value ETF 0.7 7 59 6.9 +4.4
SPDW SPDR Portfolio Developed World ex-US ETF 0.7 3 63 6.0 +3.5
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.7 20 46 5.6 +3.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.6 15 51 7.0 +4.5
ACWX iShares MSCI ACWI ex U.S. ETF 0.6 34 32 6.5 +4.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.6 39 27 2.7 +0.2
CWI SPDR MSCI ACWI ex-US ETF 0.6 30 36 6.5 +4.0
VLUE iShares MSCI USA Value Factor ETF 0.6 15 51 7.9 +5.4
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.6 41 25 6.4 +3.9
FSMD Fidelity Small-Mid Multifactor ETF 0.6 15 51 6.1 +3.6
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.6 15 51 5.3 +2.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.6 15 51 6.3 +3.8
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.6 18 48 6.5 +4.0
VEU Vanguard FTSE All-World ex-US Index Fund 0.5 4 62 6.9 +4.4
JHMM John Hancock Multifactor Mid Cap ETF 0.5 42 24 5.4 +2.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.5 70 -4 1.7 -0.8
QINT American Century Quality Diversified International ETF 0.5 39 27 6.2 +3.7
EIPX FT Energy Income Partners Strategy ETF 0.5 95 -29 7.4 +4.9
IXUS iShares Core MSCI Total International Stock ETF 0.5 7 59 6.7 +4.2
VXUS Vanguard Total International Stock ETF 0.5 5 61 6.8 +4.3
CVAR Cultivar ETF 0.5 87 -21 6.7 +4.2
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.5 35 31 4.4 +1.9
IWS iShares Russell Mid-Cap Value ETF 0.5 23 43 6.3 +3.8
DON WisdomTree U.S. MidCap Dividend Fund 0.5 38 28 8.2 +5.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.5 25 41 6.9 +4.4
XJH iShares ESG Screened S&P Mid-Cap ETF 0.4 12 54 6.2 +3.7
DHS WisdomTree U.S. High Dividend Fund 0.4 38 28 7.3 +4.8
DEW WisdomTree Global High Dividend Fund 0.4 58 8 7.6 +5.1
IJH iShares Core S&P Mid-Cap ETF 0.4 5 61 6.3 +3.8
MDY SPDR S&P Midcap 400 ETF Trust 0.4 24 42 6.1 +3.6
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.4 39 27 6.8 +4.3
IVOO Vanguard S&P Mid-Cap 400 ETF 0.4 7 59 6.3 +3.8
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.4 25 41 6.2 +3.7
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.4 3 63 6.3 +3.8
FTXH First Trust Nasdaq Pharmaceuticals ETF 0.4 60 6 6.9 +4.4
SIXL ETC 6 Meridian Low Beta Equity ETF 0.4 80 -14 5.8 +3.3
VB Vanguard Small-Cap ETF 0.4 5 61 5.3 +2.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.4 4 62 5.1 +2.6
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.3 60 6 8.7 +6.2
FTA First Trust Large Cap Value AlphaDEX Fund 0.3 59 7 7.8 +5.3
STXM Strive Mid-Cap ETF 0.3 18 48 5.5 +3.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.3 7 59 5.0 +2.5
AVDE Avantis International Equity ETF 0.3 23 43 6.4 +3.9
AFMC First Trust Active Factor Mid Cap ETF 0.3 65 1 7.0 +4.5
AVSD Avantis Responsible International Equity ETF 0.3 23 43 4.7 +2.2
FNX First Trust Mid Cap Core AlphaDEX Fund 0.3 60 6 5.9 +3.4
SCHM Schwab U.S. Mid-Cap ETF 0.3 4 62 6.0 +3.5
DFAI Dimensional International Core Equity Market ETF 0.3 18 48 6.1 +3.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.2 24 42 6.5 +4.0
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.2 80 -14 7.4 +4.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.2 17 49 5.2 +2.7
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 0.2 5 61 7.2 +4.7
FAB First Trust Multi Cap Value AlphaDEX Fund 0.2 67 -1 8.7 +6.2
TXS Texas Capital Texas Equity Index ETF 0.2 49 17 5.3 +2.8
SMMD iShares Russell 2500 ETF 0.2 15 51 5.8 +3.3
VFVA Vanguard U.S. Value Factor ETF 0.1 13 53 9.3 +6.8
FNDA Schwab Fundamental US Small Co. Index ETF 0.1 25 41 6.7 +4.2
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 0.1 32 34 5.5 +3.0
RWK Invesco S&P MidCap 400 Revenue ETF 0.1 39 27 8.2 +5.7
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 21 7.5 +5.0
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.1 35 31 6.3 +3.8
GVLU Gotham 1000 Value ETF 0.1 50 16 8.2 +5.7
DFIC Dimensional International Core Equity 2 ETF 0.0 23 43 6.4 +3.9
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 41 8.2 +5.7

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

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

Forward
multiple:
Congress Large Cap Growth 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 21.9 %
Divided by: Fwd. P/BV 6.9 x
Less: Expense ratio 66 bp
Equals: ALTAR Score 2.5 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.48 CATEGORY
AVERAGE
1.58
 
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.