Tema Oncology ETF
ALTAR
Score™
-4.0% info Recommen-
dation
AVOID
2024E    2025E
P/E
ratio
-32.5x P/Sales
ratio
6.0x
P/BV
ratio
5.5x Div.
yield
0.8%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
CANC is actively managed, investing in stocks of companies focused on cancer treatment and management from issuers all around the world. The fund uses a bottom-up approach to select pioneering companies at perceived attractive valuations.

FUND BASICS
Category Global Equities
Fund Sponsor Dawn Global Topco Ltd.
Website www.temaetfs.com/canc
Inception date Aug 15, 2023
Assets (mns) $19
Currency USD
Expense ratio 75 bp
Distributions Monthly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 43
Wgt avg mkt cap (mns) $54,003
Large cap (>$10bn) 53.4%
Mid cap ($2-10bn) 27.2%
Small cap (<$2bn) 19.5%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
REGENERON PHARMACEUTICALS 5.5 %
MERCK & CO. INC. 5.2 %
DAIICHI SANKYO CO LTD 3.9 %
NOVARTIS AG 3.7 %
ILLUMINA INC 3.6 %
CRISPR THERAPEUTICS AG 3.3 %
ASTRAZENECA PLC 3.2 %
ARGENX SE ADR 3.0 %
MEREO BIOPHARMA GROUP PLC 3.0 %
GILEAD SCIENCES INC 2.8 %
Total 37.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 63.4 %
SWITZERLAND 7.0 %
JAPAN 6.7 %
NETHERLANDS 4.9 %
BRITAIN 4.7 %
GERMANY 2.8 %
CHINA 2.1 %
DENMARK 1.9 %



HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru January 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-0.9% -- -- -- 14.0%

Market Correlations
versus... Beta R-squared
S&P500 -- --
MSCI EAFE -- --
MSCI Emg. Mkts. -- --

Technical Indicators
Recent close $27.99
30d moving avg. $23.63
Annualized volatility 0.0%
Short interest (ETF) 0.2%
Relative strength (RSI) 66

Liquidity measures
Avg. volume (thou.) 1
Turnover 0.2%
Bid/Ask (% of price) 0.34%
ADV underlying (mns) $6,573

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 708 potential alternatives to the Tema Oncology ETF ETF based on the alternatives' overlap in portfolio holdings with CANC. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: CANC Expense: 75 bp ALTAR Score™: -4.0%


ALTERNATIVE ETFs BASED ON OVERLAP WITH CANC
Ticker Fund
Name
Overlap1
vs CANC
(%)
Expense
ratio
(bp)
Savings
vs CANC
(bp)
ALTAR
Score™
(%)
ALTAR
vs CANC
(%)
IDNA iShares Genomics Immunology and Healthcare ETF 27.8 47 28 -4.9 -0.9
FBT First Trust NYSE Arca Biotechnology Index Fund 24.6 56 19 -0.1 +3.9
CNCR Range Cancer Therapeutics ETF 24.5 79 -4 -18.9 -15.0
IBB iShares Biotechnology ETF 23.5 45 30 0.7 +4.7
BBH VanEck Biotech ETF 23.1 35 40 5.4 +9.4
BBP Virtus LifeSci Biotech Products ETF 22.6 79 -4 -4.3 -0.3
IBBQ Invesco Nasdaq Biotechnology ETF 21.8 19 56 0.8 +4.7
FTXH First Trust Nasdaq Pharmaceuticals ETF 19.2 60 15 8.5 +12.4
XBI SPDR S&P BIOTECH ETF 18.4 35 40 -1.2 +2.7
WDNA WisdomTree BioRevolution Fund 17.1 45 30 -4.2 -0.2
MEDX Horizon Kinetics Medical ETF 16.5 85 -10 -0.2 +3.8
GNOM Global X Genomics & Biotechnology ETF 16.2 50 25 -4.6 -0.7
IXJ iShares Global Healthcare ETF 16.2 42 33 5.9 +9.9
SBIO ALPS Medical Breakthroughs ETF 16.0 50 25 -4.9 -0.9
PBE Invesco Biotechnology & Genome ETF 15.9 58 17 0.9 +4.9
ARKG ARK Genomic Revolution ETF 15.8 75 0 -7.8 -3.8
BTEC Principal Healthcare Innovators ETF 14.0 42 33 -5.1 -1.1
VIRS Pacer BioThreat Strategy ETF 13.7 70 5 5.7 +9.6
AGNG Global X Aging Population ETF 13.1 50 25 3.9 +7.8
HELX Franklin Genomic Advancements ETF 12.5 50 25 1.8 +5.8
BMED Future Health ETF 12.5 85 -10 0.5 +4.4
VHT Vanguard Health Care ETF 12.2 10 65 5.3 +9.3
FHLC Fidelity MSCI Health Care Index ETF 12.2 8 67 5.4 +9.4
GDOC Goldman Sachs Future Health Care Equity ETF 12.0 75 0 2.7 +6.7
IYH iShares U.S. Healthcare ETF 12.0 40 35 5.7 +9.7
HTEC ROBO Global Healthcare Technology and Innovation ETF 11.9 68 7 1.0 +5.0
XLV Health Care Select Sector SPDR Fund 11.9 9 66 6.6 +10.6
PJP Invesco Pharmaceuticals ETF 11.8 57 18 8.6 +12.6
RSPH Invesco S&P 500 Equal Weight Health Care ETF 10.9 40 35 6.6 +10.6
BBC Virtus LifeSci Biotech Clinical Trials ETF 10.7 79 -4 -5.9 -1.9
LRND IQ U.S. Large Cap R&D Leaders ETF 10.6 14 61 6.0 +9.9
PINK Simplify Health Care ETF 9.8 50 25 3.6 +7.6
HART IQ Healthy Hearts ETF 9.7 45 30 5.1 +9.1
TECB iShares U.S. Tech Breakthrough Multisector ETF 9.6 40 35 3.8 +7.8
PTH Invesco Dorsey Wright Healthcare Momentum ETF 9.4 60 15 -3.3 +0.7
FXH First Trust Health Care AlphaDEX Fund 9.4 62 13 6.3 +10.3
HDV iShares Core High Dividend ETF 8.7 8 67 8.5 +12.5
ARKK ARK Innovation ETF 8.7 75 0 -4.6 -0.7
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 8.7 65 10 -1.0 +3.0
WRND IQ Global Equity R&D Leaders ETF 8.6 18 57 6.9 +10.9
XPH SPDR S&P Pharmaceuticals ETF 8.4 35 40 6.3 +10.2
IHE iShares U.S. Pharmaceuticals ETF 8.1 40 35 7.2 +11.2
PPH VanEck Pharmaceutical ETF 7.5 36 39 9.2 +13.2
OAIE Optimize AI Smart Sentiment Event-Driven ETF 7.3 103 -28 6.4 +10.3
SDG iShares MSCI Global Sustainable Development Goals ETF 6.9 49 26 5.8 +9.7
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.8 60 15 5.1 +9.1
IQDG WisdomTree International Quality Dividend Growth Fund 6.6 42 33 5.6 +9.6
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 6.5 58 17 5.4 +9.4
MDLV Morgan Dempsey Large Cap Value ETF 6.5 58 17 8.7 +12.6
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 6.5 15 60 6.7 +10.7
FDG American Century Focused Dynamic Growth ETF 6.4 45 30 2.5 +6.5
EUDG WisdomTree Europe Quality Dividend Growth Fund 6.4 58 17 5.8 +9.8
FPX First Trust US Equity Opportunities ETF 6.1 61 14 0.6 +4.6
DFNV Donoghue Forlines Innovation ETF 6.1 69 6 5.2 +9.2
XT iShares Exponential Technologies ETF 6.0 46 29 3.7 +7.7
SYNB Putnam BioRevolution ETF 5.9 70 5 2.9 +6.9
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 5.8 35 40 6.8 +10.8
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 5.7 14 61 6.0 +10.0
GERM ETFMG Treatments Testing and Advancements ETF 5.7 68 7 -5.7 -1.7
QLV FlexShares US Quality Low Volatility Index Fund 5.6 22 53 4.9 +8.9
UMMA Wahed Dow Jones Islamic World ETF 5.5 65 10 4.2 +8.2
HKND Humankind US Stock ETF 5.4 11 64 6.7 +10.6
UDI USCF Dividend Income Fund 5.4 65 10 7.1 +11.1
CGXU Capital Group International Focus Equity ETF 5.2 54 21 4.1 +8.1
ABEQ Absolute Select Value ETF 5.2 85 -10 4.9 +8.9
ACWV iShares MSCI Global Min Vol Factor ETF 5.1 20 55 6.5 +10.5
USMV iShares MSCI USA Min Vol Factor ETF 5.1 15 60 5.9 +9.9
GDIV Harbor Dividend Growth Leaders ETF 5.0 50 25 6.0 +10.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.9 18 57 6.1 +10.1
MEDI Harbor Health Care ETF 4.9 80 -5 0.6 +4.5
TTAC FCF US Quality ETF 4.8 59 16 6.3 +10.2
QDIV Global X S&P 500 Quality Dividend ETF 4.7 20 55 8.8 +12.7
NUDM Nuveen ESG International Developed Markets Equity ETF 4.7 31 44 6.2 +10.2
SCHD Schwab US Dividend Equity ETF 4.7 6 69 8.1 +12.1
GINN Goldman Sachs Innovate Equity ETF 4.7 52 23 2.8 +6.8
MBCC Monarch Blue Chips Core ETF 4.6 125 -50 3.1 +7.0
DURA VanEck Durable High Dividend ETF 4.6 29 46 7.6 +11.6
BGIG Bahl & Gaynor Income Growth ETF 4.5 45 30 5.2 +9.2
MOON Direxion Moonshot Innovators ETF 4.5 65 10 -20.6 -16.6
VUSE Vident U.S. Equity Strategy ETF 4.5 50 25 4.5 +8.4
IWX iShares Russell Top 200 Value ETF 4.5 20 55 6.5 +10.5
RAYD Rayliant Quantitative Developed Market Equity ETF 4.5 80 -5 4.5 +8.4
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 4.4 56 19 5.0 +9.0
SAGP Strategas Global Policy Opportunities ETF 4.4 65 10 4.4 +8.3
SXQG ETC 6 Meridian Quality Growth ETF 4.3 100 -25 3.9 +7.9
VFMV Vanguard U.S. Minimum Volatility ETF 4.3 13 62 5.2 +9.2
IQSI IQ Candriam International Equity ETF 4.3 15 60 6.3 +10.2
SPMO Invesco S&P 500 Momentum ETF 4.2 13 62 4.0 +7.9
EQUL IQ Engender Equality ETF 4.1 45 30 6.6 +10.6
IEV iShares Europe ETF 4.1 67 8 6.3 +10.3
DOL WisdomTree International LargeCap Dividend Fund 4.1 48 27 7.8 +11.8
BBEU JPMorgan BetaBuilders Europe ETF 4.1 9 66 6.7 +10.7
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.0 58 17 4.3 +8.3
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.0 35 40 4.6 +8.5
COWZ Pacer US Cash Cows 100 ETF 4.0 49 26 10.9 +14.8
QQQS Invesco NASDAQ Future Gen 200 ETF 4.0 20 55 -7.0 -3.0
DGRO iShares Core Dividend Growth ETF 4.0 8 67 6.4 +10.4
SPMV Invesco S&P 500 Minimum Variance ETF 3.9 10 65 5.5 +9.5
QEFA SPDR MSCI EAFE StrategicFactors ETF 3.9 30 45 6.8 +10.7
RFEU First Trust Riverfront Dynamic Europe ETF 3.9 83 -8 8.7 +12.7
DBEU Xtrackers MSCI Europe Hedged Equity ETF 3.9 46 29 6.4 +10.4
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.9 15 60 6.7 +10.7
EDOW First Trust Dow 30 Equal Weight ETF 3.8 50 25 6.3 +10.3
FICS First Trust International Developed Capital Strength ETF 3.8 70 5 5.9 +9.8
FLEE Franklin FTSE Europe ETF 3.8 9 66 6.9 +10.8
SMRI Bushido Capital US Equity ETF 3.8 71 4 10.7 +14.6
SDOG ALPS Sector Dividend Dogs ETF 3.8 36 39 9.5 +13.5
FLOW Global X U.S. Cash Flow Kings 100 ETF 3.7 25 50 11.2 +15.2
SIXA ETC 6 Meridian Mega Cap Equity ETF 3.7 80 -5 5.6 +9.6
DJD Invesco Dow Jones Industrial Average Dividend ETF 3.7 7 68 9.5 +13.5
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 3.7 20 55 6.8 +10.8
DHS WisdomTree U.S. High Dividend Fund 3.7 38 37 9.0 +13.0
IPKW Invesco International BuyBack Achievers ETF 3.7 55 20 9.6 +13.5
HDAW Xtrackers MSCI All World ex US High Dividend Yield Equity ET 3.7 20 55 10.7 +14.7
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 3.7 9 66 9.8 +13.8
EWL iShares MSCI Switzerland ETF 3.7 50 25 4.1 +8.1
VIGI Vanguard International Dividend Appreciation ETF 3.7 15 60 5.3 +9.3
IDHQ Invesco S&P International Developed High Quality ETF 3.7 29 46 5.9 +9.9
FLSW Franklin FTSE Switzerland ETF 3.7 9 66 5.1 +9.1
VYM Vanguard High Dividend Yield Index ETF 3.7 6 69 7.3 +11.3
FTCS First Trust Capital Strength ETF 3.6 55 20 5.3 +9.3
IQLT iShares MSCI Intl Quality Factor ETF 3.6 30 45 5.7 +9.6
OEUR ALPS O'Shares Europe Quality Dividend ETF 3.6 48 27 5.6 +9.6
VFQY Vanguard U.S. Quality Factor ETF 3.6 13 62 6.9 +10.9
SPDV AAM S&P 500 High Dividend Value ETF 3.6 29 46 10.6 +14.5
VGK Vanguard FTSE Europe ETF 3.6 11 64 6.8 +10.8
RFDA RiverFront Dynamic US Dividend Advantage ETF 3.6 52 23 6.5 +10.5
JHDV John Hancock U.S. High Dividend ETF 3.6 34 41 6.3 +10.3
IEUR iShares Core MSCI Europe ETF 3.6 11 64 6.7 +10.7
EDOC Global X Telemedicine & Digital Health ETF Registered 3.6 68 7 -4.8 -0.8
JIRE JPMorgan International Research Enhanced Equity ETF 3.5 24 51 6.7 +10.6
IOO iShares Global 100 ETF 3.5 41 34 4.7 +8.7
ITAN Sparkline Intangible Value ETF 3.5 50 25 5.9 +9.9
EFG iShares MSCI EAFE Growth ETF 3.5 36 39 4.0 +8.0
SPEU SPDR Portfolio Europe ETF 3.5 7 68 6.7 +10.7
MGV Vanguard Mega Cap Value ETF 3.5 7 68 6.8 +10.8
LVOL American Century Low Volatility ETF 3.5 29 46 5.0 +9.0
DMXF iShares ESG Advanced MSCI EAFE ETF 3.5 12 63 5.4 +9.3
RFDI First Trust Riverfront Dynamic Developed International ETF 3.4 83 -8 8.9 +12.9
AUSF Global X Adaptive U.S. Factor ETF 3.4 27 48 7.6 +11.6
DIVI Franklin International Core Dividend Tilt Index ETF 3.4 9 66 7.9 +11.9
YLDE ClearBridge Dividend Strategy ESG ETF 3.4 60 15 5.4 +9.3
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 3.4 25 50 7.4 +11.4
DRUP GraniteShares Nasdaq Select Disruptors ETF 3.4 60 15 3.6 +7.6
FUNL CornerCap Fundametrics Large-Cap ETF 3.4 50 25 6.8 +10.7
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 3.4 20 55 6.0 +10.0
EVUS iShares ESG Aware MSCI USA Value ETF 3.4 18 57 6.7 +10.6
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 3.4 30 45 9.8 +13.8
MOAT VanEck Morningstar Wide Moat ETF 3.3 46 29 5.7 +9.7
MDEV First Trust Indxx Medical Devices ETF 3.3 70 5 3.4 +7.4
CGGR Capital Group Growth ETF 3.3 39 36 3.3 +7.3
STXD Strive 1000 Dividend Growth ETF 3.2 35 40 5.2 +9.2
EWU iShares MSCI United Kingdom ETF 3.2 50 25 8.0 +12.0
FLGB Franklin FTSE United Kingdom ETF 3.2 9 66 8.5 +12.4
OSEA Harbor International Compounders ETF 3.2 55 20 3.6 +7.5
JQUA JPMorgan U.S. Quality Factor ETF 3.2 12 63 5.4 +9.4
GCOW Pacer Global Cash Cows Dividend ETF 3.2 60 15 13.6 +17.5
QWLD SPDR MSCI World StrategicFactors ETF 3.2 30 45 5.9 +9.9
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 3.2 49 26 10.7 +14.6
GSID Goldman Sachs MarketBeta International Equity ETF 3.2 20 55 6.6 +10.6
RAFE PIMCO RAFI ESG U.S. ETF 3.2 29 46 6.9 +10.9
RECS Columbia Research Enhanced Core ETF 3.1 15 60 5.4 +9.4
LRNZ TrueShares Technology, AI & Deep Learning ETF 3.1 69 6 -1.2 +2.8
EFA iShares MSCI EAFE ETF 3.1 35 40 6.4 +10.4
ESGD iShares ESG Aware MSCI EAFE ETF 3.1 20 55 6.4 +10.4
ESGG FlexShares STOXX Global ESG Select Index Fund 3.1 42 33 4.9 +8.9
HLAL Wahed FTSE USA Shariah ETF 3.1 50 25 4.8 +8.7
VSLU Applied Finance Valuation Large Cap ETF 3.1 49 26 5.8 +9.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 3.1 60 15 5.9 +9.9
VTV Vanguard Value ETF 3.1 4 71 7.0 +10.9
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 3.0 36 39 6.3 +10.3
EFAV iShares MSCI EAFE Min Vol Factor ETF 3.0 22 53 6.2 +10.2
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 3.0 106 -31 2.8 +6.8
JEPI JPMorgan Equity Premium Income ETF 3.0 35 40 5.2 +9.2
VWID Virtus WMC International Dividend ETF 3.0 49 26 9.3 +13.3
WOMN Impact Shares YWCA Women's Empowerment ETF 3.0 75 0 4.6 +8.6
IBRN iShares Neuroscience and Healthcare ETF 3.0 47 28 -4.2 -0.2
IGRO iShares International Dividend Growth ETF 3.0 15 60 7.3 +11.3
VONV Vanguard Russell 1000 Value ETF 3.0 8 67 6.7 +10.7
FIVA Fidelity International Value Factor ETF 3.0 18 57 10.3 +14.3
EQWL Invesco S&P 100 Equal Weight ETF 3.0 25 50 6.5 +10.5
IWD iShares Russell 1000 Value ETF 3.0 19 56 6.6 +10.5
FDEV Fidelity International Multifactor ETF 3.0 18 57 7.2 +11.2
QQQN VictoryShares Nasdaq Next 50 ETF 3.0 18 57 4.2 +8.1
NULV Nuveen ESG Large-Cap Value ETF 2.9 26 49 7.2 +11.1
DWM WisdomTree International Equity Fund 2.9 48 27 7.9 +11.8
VOOG Vanguard S&P 500 Growth ETF 2.9 10 65 5.1 +9.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.9 50 25 8.2 +12.2
SIXL ETC 6 Meridian Low Beta Equity ETF 2.9 80 -5 5.0 +9.0
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 2.9 40 35 7.8 +11.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 2.9 20 55 6.3 +10.2
XHS SPDR S&P Health Care Services ETF 2.9 35 40 6.5 +10.5
DIVB iShares Core Dividend ETF 2.8 5 70 7.9 +11.9
KONG Formidable Fortress ETF 2.8 89 -14 6.0 +10.0
IWO iShares Russell 2000 Growth ETF 2.8 24 51 1.4 +5.4
NUDV Nuveen ESG Dividend ETF 2.8 26 49 7.5 +11.5
VIG Vanguard Dividend Appreciation ETF 2.8 6 69 5.6 +9.6
INTF iShares International Equity Factor ETF 2.7 15 60 7.9 +11.9
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.7 48 27 5.9 +9.8
VTWG Vanguard Russell 2000 Growth ETF 2.7 15 60 1.7 +5.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.7 32 43 4.9 +8.9
EFV iShares MSCI EAFE Value ETF 2.7 34 41 9.3 +13.2
IEFA iShares Core MSCI EAFE ETF 2.7 7 68 6.6 +10.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.7 29 46 6.1 +10.0
HFXI IQ FTSE International Equity Currency Neutral ETF 2.7 20 55 6.7 +10.7
INNO Harbor Disruptive Innovation ETF 2.7 75 0 -3.6 +0.3
CHGX AXS Change Finance ESG ETF 2.7 49 26 4.9 +8.8
ROUS Hartford Multifactor US Equity ETF 2.7 19 56 6.3 +10.2
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 2.7 15 60 5.4 +9.4
BKIE BNY Mellon International Equity ETF 2.7 4 71 6.9 +10.8
FLQL Franklin LibertyQ U.S. Equity ETF 2.7 15 60 5.7 +9.7
DEW WisdomTree Global High Dividend Fund 2.7 58 17 9.1 +13.1
VLUE iShares MSCI USA Value Factor ETF 2.7 15 60 10.6 +14.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.7 25 50 5.9 +9.9
DLN WisdomTree U.S. LargeCap Dividend Fund 2.6 28 47 6.2 +10.1
VALQ American Century U.S. Quality Value ETF 2.6 29 46 7.2 +11.2
HDUS Hartford Disciplined US Equity ETF 2.6 19 56 6.1 +10.0
QGRO American Century U.S. Quality Growth ETF 2.6 29 46 4.9 +8.9
IVE iShares S&P 500 Value ETF 2.6 18 57 6.6 +10.5
DSTL Distillate US Fundamental Stability & Value ETF 2.6 39 36 7.5 +11.5
SPYV SPDR Portfolio S&P 500 Value ETF 2.6 4 71 6.7 +10.7
CGGO Capital Group Global Growth Equity ETF 2.6 47 28 4.0 +8.0
FDRR Fidelity Dividend ETF for Rising Rates 2.6 15 60 7.0 +11.0
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.6 49 26 5.1 +9.1
FSST Fidelity Sustainable U.S. Equity ETF 2.5 59 16 4.7 +8.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 2.5 15 60 10.2 +14.1
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.5 70 5 4.9 +8.9
SCHF Schwab International Equity ETF 2.5 6 69 7.0 +10.9
JFWD Jacob Forward ETF 2.5 75 0 -4.0 -0.0
JVAL JPMorgan U.S. Value Factor ETF 2.5 12 63 8.2 +12.2
DGT SPDR Global Dow ETF 2.5 50 25 6.6 +10.6
QUS SPDR MSCI USA StrategicFactors ETF 2.5 15 60 5.9 +9.8
KURE KraneShares MSCI All China Health Care Index ETF 2.5 65 10 3.1 +7.1
NULC Nuveen ESG Large-Cap ETF 2.5 21 54 5.4 +9.4
SCHV Schwab U.S. Large-Cap Value ETF 2.5 4 71 6.6 +10.6
IUSV iShares Core S&P US Value ETF 2.4 4 71 6.8 +10.7
IDEV iShares Core MSCI International Developed Markets ETF 2.4 4 71 6.7 +10.7
JGRO JPMorgan Active Growth ETF 2.4 44 31 3.2 +7.2
SPYD SPDR Portfolio S&P 500 High Dividend ETF 2.4 7 68 9.6 +13.6
SANE Subversive Mental Health ETF 2.4 75 0 0.5 +4.4
TTAI FCF International Quality ETF 2.4 59 16 6.7 +10.7
VBK Vanguard Small-Cap Growth ETF 2.4 7 68 1.4 +5.4
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.4 15 60 5.0 +9.0
SUSL iShares ESG MSCI USA Leaders ETF 2.4 10 65 4.9 +8.9
FLLV Franklin U.S. Low Volatility ETF 2.4 29 46 5.7 +9.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.4 10 65 4.9 +8.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.4 10 65 5.3 +9.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.4 12 63 4.9 +8.9
FVAL Fidelity Value Factor ETF 2.4 15 60 7.0 +10.9
VSGX Vanguard ESG International Stock ETF 2.4 12 63 4.3 +8.3
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.3 27 48 8.5 +12.5
REVS Columbia Research Enhanced Value ETF 2.3 19 56 7.8 +11.7
HLGE Hartford Longevity Economy ETF 2.3 44 31 6.4 +10.3
BOUT Innovator IBD Breakout Opportunities ETF 2.3 81 -6 4.1 +8.1
VEA Vanguard FTSE Developed Markets ETF 2.3 5 70 6.9 +10.8
IQDF FlexShares International Quality Dividend Index Fund 2.3 47 28 10.5 +14.4
PFM Invesco Dividend Achievers ETF 2.3 53 22 5.6 +9.5
DTD WisdomTree U.S. Total Dividend Fund 2.3 28 47 6.5 +10.4
QDEF FlexShares Quality Dividend Defensive Index Fund 2.3 37 38 4.8 +8.7
JAVA JPMorgan Active Value ETF 2.3 44 31 6.6 +10.5
DSI iShares MSCI KLD 400 Social ETF 2.3 25 50 4.9 +8.9
ULVM VictoryShares US Value Momentum ETF 2.3 20 55 7.4 +11.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.3 75 0 4.5 +8.5
QDF FlexShares Quality Dividend Index Fund 2.3 37 38 4.9 +8.9
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.3 15 60 4.5 +8.5
SPDW SPDR Portfolio Developed World ex-US ETF 2.3 3 72 6.8 +10.7
USMF WisdomTree U.S. Multifactor Fund 2.2 28 47 6.8 +10.7
EWJ iShares MSCI Japan ETF 2.2 50 25 6.4 +10.4
PSCH Invesco S&P SmallCap Health Care ETF 2.2 29 46 4.7 +8.7
IVLU iShares MSCI Intl Value Factor ETF 2.2 30 45 10.9 +14.9
NTZG Nuveen Global Net Zero Transition ETF 2.2 56 19 4.9 +8.9
DIA SPDR Dow Jones Industrial Average ETF Trust 2.2 16 59 5.7 +9.6
IMTM iShares MSCI Intl Momentum Factor ETF 2.2 30 45 7.1 +11.1
ILCV iShares Morningstar Value ETF 2.2 4 71 6.6 +10.6
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.2 65 10 1.9 +5.9
DVY iShares Select Dividend ETF 2.2 38 37 9.0 +13.0
GSIE Goldman Sachs ActiveBeta International Equity ETF 2.1 25 50 7.4 +11.4
SNPE Xtrackers S&P 500 ESG ETF 2.1 10 65 5.1 +9.1
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 2.1 35 40 8.5 +12.5
STXV Strive 1000 Value ETF 2.1 18 57 7.9 +11.9
MOTE VanEck Morningstar ESG Moat ETF 2.1 49 26 4.9 +8.9
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 2.1 38 37 8.5 +12.4
FDLO Fidelity Low Volatility Factor ETF 2.1 15 60 5.4 +9.3
DBJP Xtrackers MSCI Japan Hedged Equity ETF 2.1 47 28 6.3 +10.3
ISCG iShares Morningstar Small-Cap Growth ETF 2.1 6 69 2.4 +6.3
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 2.1 32 43 6.7 +10.6
SUSA iShares MSCI USA ESG Select ETF 2.1 25 50 5.1 +9.0
BBJP JPMorgan BetaBuilders Japan ETF 2.1 19 56 6.8 +10.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.1 7 68 5.0 +9.0
FDIV MarketDesk Focused U.S. Dividend ETF 2.1 35 40 8.7 +12.6
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 2.1 60 15 0.9 +4.9
JPXN iShares JPX-Nikkei 400 ETF 2.1 48 27 7.2 +11.2
NACP Impact Shares NAACP Minority Empowerment ETF 2.1 49 26 4.8 +8.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.0 45 30 4.4 +8.4
WTAI WisdomTree Artificial Intelligence and Innovation Fund 2.0 45 30 1.2 +5.2
ACWX iShares MSCI ACWI ex U.S. ETF 2.0 34 41 4.8 +8.8
LRGF iShares U.S. Equity Factor ETF 2.0 8 67 5.8 +9.7
DFLV Dimensional US Large Cap Value ETF 2.0 22 53 8.0 +11.9
TOLL Tema Monopolies and Oligopolies ETF 2.0 75 0 2.3 +6.3
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.0 95 -20 1.6 +5.5
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 2.0 41 34 6.6 +10.6
CWI SPDR MSCI ACWI ex-US ETF 2.0 30 45 6.7 +10.6
USMC Principal U.S. Mega-Cap ETF 2.0 12 63 4.7 +8.7
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.0 9 66 4.8 +8.8
FTGS First Trust Growth Strength ETF 2.0 60 15 6.2 +10.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 2.0 19 56 6.4 +10.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.9 25 50 5.9 +9.9
SPLV Invesco S&P 500 Low Volatility ETF 1.9 25 50 5.8 +9.8
VFMF Vanguard U.S. Multifactor ETF 1.9 18 57 8.6 +12.6
ALTL Pacer Lunt Large Cap Alternator ETF 1.9 60 15 4.4 +8.3
DUHP Dimensional US High Profitability ETF 1.9 21 54 6.8 +10.8
KRMA Global X Conscious Companies ETF 1.9 43 32 5.6 +9.5
RYJ Invesco Raymond James SB-1 Equity ETF 1.9 75 0 2.9 +6.9
URTH iShares MSCI World ETF 1.9 24 51 5.3 +9.2
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.9 35 40 5.5 +9.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.9 20 55 5.4 +9.4
FYC First Trust Small Cap Growth AlphaDEX Fund 1.9 71 4 0.8 +4.8
TOK iShares MSCI Kokusai ETF 1.9 26 49 5.2 +9.1
FLJP Franklin FTSE Japan ETF 1.9 9 66 6.8 +10.8
KOKU Xtrackers MSCI Kokusai Equity ETF 1.9 9 66 5.3 +9.3
VEU Vanguard FTSE All-World ex-US Index Fund 1.9 8 67 5.1 +9.1
QQQ Invesco QQQ Trust Series I 1.9 20 55 4.4 +8.4
QQQM Invesco NASDAQ 100 ETF 1.9 15 60 4.5 +8.5
FBCV Fidelity Blue Chip Value ETF 1.9 59 16 7.0 +11.0
FQAL Fidelity Quality Factor ETF 1.9 15 60 5.6 +9.6
SHE SPDR MSCI USA Gender Diversity ETF 1.9 20 55 4.7 +8.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.9 10 65 4.5 +8.5
ESGV Vanguard ESG U.S. Stock ETF 1.8 9 66 4.8 +8.8
IWL iShares Russell Top 200 ETF 1.8 15 60 4.8 +8.8
FVD First Trust Value Line Dividend Index Fund 1.8 65 10 5.9 +9.8
PSET Principal Quality ETF 1.8 15 60 5.4 +9.3
VYMI Vanguard International High Dividend Yield ETF 1.8 22 53 9.7 +13.7
ACVF American Conservative Values ETF 1.8 75 0 4.2 +8.2
FLJH Franklin FTSE Japan Hedged ETF 1.8 9 66 6.6 +10.6
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 1.8 25 50 7.7 +11.6
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.8 9 66 3.9 +7.8
OEF iShares S&P 100 ETF 1.8 20 55 4.8 +8.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.8 20 55 4.9 +8.9
SNPG Xtrackers S&P 500 Growth ESG ETF 1.8 15 60 4.7 +8.7
MGC Vanguard Mega Cap ETF 1.8 7 68 4.9 +8.9
IWM iShares Russell 2000 ETF 1.8 19 56 3.6 +7.6
XVV iShares ESG Screened S&P 500 ETF 1.8 8 67 4.9 +8.9
MOTG VanEck Morningstar Global Wide Moat ETF 1.8 52 23 5.7 +9.7
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.8 20 55 5.0 +8.9
EPS WisdomTree U.S. LargeCap Fund 1.8 8 67 6.2 +10.1
QQMG Invesco ESG NASDAQ 100 ETF 1.8 20 55 4.5 +8.5
JHMD John Hancock Multifactor Developed International ETF 1.8 39 36 7.4 +11.4
IXUS iShares Core MSCI Total International Stock ETF 1.8 7 68 5.0 +9.0
XLG Invesco S&P 500 Top 50 ETF 1.8 20 55 4.4 +8.4
SSPY Syntax Stratified LargeCap ETF 1.8 30 45 6.4 +10.4
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.8 10 65 4.6 +8.5
FLRG Fidelity U.S. Multifactor ETF 1.7 15 60 6.9 +10.9
DMDV AAM S&P Developed Markets High Dividend Value ETF 1.7 39 36 11.8 +15.7
ACWI iShares MSCI ACWI ETF 1.7 32 43 5.4 +9.3
GLOF iShares Global Equity Factor ETF 1.7 20 55 7.1 +11.1
VXUS Vanguard Total International Stock ETF 1.7 7 68 5.2 +9.2
ROBO ROBO Global Robotics & Automation Index ETF 1.7 95 -20 2.7 +6.7
APUE ActivePassive U.S. Equity ETF 1.7 45 30 4.9 +8.8
DVND Touchstone Dividend Select ETF 1.7 67 8 6.2 +10.2
QINT American Century Quality Diversified International ETF 1.7 39 36 7.4 +11.4
VTWO Vanguard Russell 2000 ETF 1.7 10 65 3.8 +7.8
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.7 70 5 1.8 +5.7
GSPY Gotham Enhanced 500 ETF 1.7 50 25 5.2 +9.2
SPHQ Invesco S&P 500 Quality ETF 1.7 15 60 5.3 +9.2
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.7 20 55 4.9 +8.9
GVLU Gotham 1000 Value ETF 1.7 50 25 7.6 +11.5
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.7 20 55 4.5 +8.4
WTV WisdomTree US Value Fund of Benef Interest 1.7 12 63 8.6 +12.6
DWMF WisdomTree International Multifactor Fund 1.7 38 37 7.2 +11.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.6 15 60 4.7 +8.7
IHF iShares U.S. Healthcare Providers ETF 1.6 40 35 5.8 +9.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.6 9 66 5.6 +9.6
VOO Vanguard S&P 500 ETF 1.6 3 72 5.1 +9.1
IQDE FlexShares International Quality Dividend Defensive Index ET 1.6 47 28 10.2 +14.2
AIEQ AI Powered Equity ETF 1.6 75 0 5.5 +9.5
IVV iShares Core S&P 500 ETF 1.6 3 72 5.1 +9.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.6 9 66 5.5 +9.5
BKSE BNY Mellon US Small Cap Core Equity ETF 1.6 4 71 5.5 +9.5
SPY SPDR S&P 500 ETF Trust 1.6 9 66 5.1 +9.0
VOTE TCW Transform 500 ETF 1.6 5 70 5.0 +9.0
STRV Strive 500 ETF 1.6 5 70 5.0 +9.0
ESGU iShares ESG Aware MSCI USA ETF 1.6 15 60 5.0 +9.0
VT Vanguard Total World Stock ETF 1.6 7 68 5.0 +9.0
SPLG SPDR Portfolio S&P 500 ETF 1.6 2 73 5.1 +9.1
JSTC Adasina Social Justice All Cap Global ETF 1.6 89 -14 4.5 +8.5
IUS Invesco RAFI Strategic US ETF 1.6 19 56 7.1 +11.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.6 7 68 5.0 +9.0
VV Vanguard Large-Cap ETF 1.6 4 71 5.0 +9.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.6 2 73 5.1 +9.1
BKLC BNY Mellon US Large Cap Core Equity ETF 1.6 0 75 5.1 +9.1
JHSC John Hancock Multifactor Small Cap ETF 1.6 42 33 6.0 +10.0
PBUS Invesco MSCI USA ETF 1.6 4 71 5.1 +9.1
ILCB iShares Morningstar U.S. Equity ETF 1.6 3 72 5.1 +9.1
PWV Invesco Large Cap Value ETF 1.6 55 20 8.1 +12.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.6 9 66 5.8 +9.7
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.6 3 72 5.0 +9.0
IYY iShares Dow Jones U.S. ETF 1.6 20 55 4.9 +8.9
QVML Invesco S&P 500 QVM Multi-factor ETF 1.6 11 64 5.0 +9.0
VTI Vanguard Total Stock Market ETF 1.5 3 72 4.9 +8.9
IWV iShares Russell 3000 ETF 1.5 20 55 4.8 +8.8
SCHK Schwab 1000 Index ETF 1.5 5 70 5.1 +9.1
VTHR Vanguard Russell 3000 ETF 1.5 10 65 4.9 +8.9
SCHX Schwab U.S. Large-Cap ETF 1.5 3 72 5.1 +9.1
SCHB Schwab U.S. Broad Market ETF 1.5 3 72 5.0 +9.0
VONE Vanguard Russell 1000 ETF 1.5 8 67 5.0 +9.0
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.5 3 72 5.3 +9.2
IWB iShares Russell 1000 ETF 1.5 15 60 5.0 +8.9
DFAU Dimensional US Core Equity Market ETF 1.5 12 63 5.2 +9.2
DFUS Dimensional U.S. Equity ETF 1.5 9 66 5.0 +9.0
JIG JPMorgan International Growth ETF 1.5 55 20 4.1 +8.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.5 15 60 6.0 +10.0
AVLV Avantis U.S. Large Cap Value ETF 1.5 15 60 7.5 +11.5
DFUV Dimensional US Marketwide Value ETF 1.5 22 53 7.6 +11.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.5 11 64 5.1 +9.0
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 1.5 39 36 7.5 +11.4
DFSU Dimensional US Sustainability Core 1 ETF 1.5 18 57 5.5 +9.5
DXJ WisdomTree Japan Hedged Equity Fund 1.5 48 27 7.8 +11.8
ONEQ Fidelity Nasdaq Composite Index ETF 1.5 21 54 3.6 +7.6
SPGP Invesco S&P 500 GARP ETF 1.5 34 41 8.6 +12.5
SCHA Schwab U.S. Small-Cap ETF 1.5 4 71 4.8 +8.7
FSMD Fidelity Small-Mid Multifactor ETF 1.5 15 60 7.2 +11.1
AVUS Avantis U.S. Equity ETF 1.5 15 60 6.0 +9.9
RSP Invesco S&P 500 Equal Weight ETF 1.5 20 55 6.1 +10.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.5 18 57 7.6 +11.6
AFLG First Trust Active Factor Large Cap ETF 1.5 55 20 6.1 +10.1
GURU Global X Guru Index ETF 1.5 75 0 3.7 +7.7
FFTY Innovator IBD 50 ETF 1.5 80 -5 -0.5 +3.5
GDVD R3 Global Dividend Growth ETF 1.4 88 -13 5.7 +9.7
RVRB Reverb ETF 1.4 30 45 4.8 +8.8
ISCB iShares Morningstar Small-Cap ETF 1.4 4 71 5.2 +9.2
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 1.4 80 -5 5.6 +9.5
BKWO BNY Mellon Women's Opportunities ETF 1.4 50 25 3.5 +7.5
FNDX Schwab Fundamental US Large Co. Index ETF 1.4 25 50 6.9 +10.8
PSC Principal U.S. Small-Cap ETF 1.4 38 37 7.8 +11.8
FMIL Fidelity New Millennium ETF 1.4 59 16 3.9 +7.9
STXK Strive Small-Cap ETF 1.4 18 57 5.1 +9.1
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 1.4 45 30 8.3 +12.3
FCPI Fidelity Stocks for Inflation ETF 1.4 15 60 8.7 +12.7
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.4 25 50 5.5 +9.5
JHML John Hancock Multifactor Large Cap ETF 1.4 29 46 5.5 +9.5
CGDV Capital Group Dividend Value ETF 1.4 33 42 5.7 +9.7
HAPY Harbor Human Capital Factor Unconstrained ETF 1.4 50 25 3.3 +7.2
DFAC Dimensional U.S. Core Equity 2 ETF 1.4 17 58 5.5 +9.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.4 14 61 5.2 +9.2
PRF Invesco FTSE RAFI US 1000 ETF 1.4 39 36 6.5 +10.5
STXG Strive 1000 Growth ETF 1.4 18 57 4.0 +8.0
FNDB Schwab Fundamental US Broad Market Index ETF 1.3 25 50 6.8 +10.8
CSMD Congress SMid Growth ETF 1.3 69 6 3.8 +7.8
BUL Pacer US Cash Cows Growth ETF 1.3 60 15 6.4 +10.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.3 17 58 5.4 +9.4
EUSA iShares MSCI USA Equal Weighted ETF 1.3 9 66 5.9 +9.9
DFAS Dimensional U.S. Small Cap ETF 1.3 26 49 5.9 +9.8
DFAI Dimensional International Core Equity Market ETF 1.3 18 57 6.9 +10.9
SIZE iShares MSCI USA Size Factor ETF 1.3 15 60 5.9 +9.9
SFY SoFi Select 500 ETF 1.3 0 75 5.0 +9.0
FPXE First Trust IPOX Europe Equity Opportunities ETF 1.3 70 5 3.8 +7.8
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 1.3 12 63 5.4 +9.3
VFVA Vanguard U.S. Value Factor ETF 1.3 13 62 10.8 +14.7
GDEF Goldman Sachs Defensive Equity ETF 1.3 55 20 4.3 +8.3
IQIN IQ 500 International ETF 1.3 25 50 8.9 +12.8
OALC OneAscent Large Cap Core ETF 1.3 86 -11 5.8 +9.8
FTA First Trust Large Cap Value AlphaDEX Fund 1.3 59 16 8.3 +12.3
VLU SPDR S&P 1500 Value Tilt ETF 1.3 12 63 7.1 +11.1
FJP First Trust Japan AlphaDEX Fund 1.3 80 -5 10.0 +13.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.2 15 60 6.3 +10.3
LCF Touchstone US Large Cap Focused ETF 1.2 69 6 4.3 +8.3
IPAC iShares Core MSCI Pacific ETF 1.2 9 66 6.4 +10.4
SXUS Janus Henderson International Sustainable Equity ETF 1.2 60 15 4.4 +8.4
CFA VictoryShares US 500 Volatility Wtd ETF 1.2 35 40 5.9 +9.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.2 40 35 5.8 +9.8
DAX Global X DAX Germany ETF 1.2 21 54 7.1 +11.0
JPIN J.P. Morgan Diversified Return International Equity ETF 1.2 37 38 8.6 +12.6
EWG iShares MSCI Germany ETF 1.2 50 25 6.6 +10.5
ETHO Etho Climate Leadership U.S. ETF 1.2 47 28 3.9 +7.9
TMFX Motley Fool Next Index ETF 1.1 50 25 3.2 +7.2
WCEO Hypatia Women CEO ETF 1.1 85 -10 5.7 +9.6
PEXL Pacer US Export Leaders ETF 1.1 60 15 5.3 +9.2
FLGR Franklin FTSE Germany ETF 1.1 9 66 7.1 +11.0
DBGR Xtrackers MSCI Germany Hedged Equity ETF 1.1 45 30 6.6 +10.6
VB Vanguard Small-Cap ETF 1.1 5 70 5.3 +9.3
DGRW WisdomTree US Quality Dividend Growth Fund 1.1 28 47 6.0 +9.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.1 15 60 7.4 +11.3
AFSM First Trust Active Factor Small Cap ETF 1.1 75 0 7.7 +11.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.1 24 51 7.8 +11.7
VPL Vanguard FTSE Pacific ETF 1.1 8 67 6.5 +10.5
XHE SPDR S&P Health Care Equipment ETF 1.1 35 40 1.2 +5.2
RNLC First Trust Large Cap US Equity Select ETF 1.1 60 15 6.0 +10.0
ESGN Columbia International ESG Equity Income ETF 1.1 45 30 9.4 +13.4
VFMO Vanguard U.S. Momentum Factor ETF 1.1 13 62 2.7 +6.7
FDVV Fidelity High Dividend ETF 1.1 15 60 8.5 +12.5
VXF Vanguard Extended Market ETF 1.1 6 69 3.8 +7.8
FNDF Schwab Fundamental International Large Co. Index ETF 1.1 25 50 9.0 +13.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 1.1 39 36 7.5 +11.5
IJK iShares S&P Mid-Cap 400 Growth ETF 1.0 17 58 5.6 +9.6
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.0 15 60 5.7 +9.6
FIDI Fidelity International High Dividend ETF 1.0 18 57 9.8 +13.8
QLC FlexShares US Quality Large Cap Index Fund 1.0 25 50 5.5 +9.4
ILCG iShares Morningstar Growth ETF 1.0 4 71 3.8 +7.8
FDM First Trust Dow Jones Select MicroCap Index Fund 1.0 60 15 8.1 +12.1
DIVL Madison Dividend Value ETF 1.0 65 10 5.9 +9.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.0 7 68 5.7 +9.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.0 64 11 2.0 +5.9
KLDW Knowledge Leaders Developed World ETF 1.0 75 0 4.8 +8.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.0 39 36 4.1 +8.0
RWL Invesco S&P 500 Revenue ETF 1.0 39 36 6.5 +10.5
SMDY Syntax Stratified MidCap ETF 1.0 35 40 6.2 +10.2
FDMO Fidelity Momentum Factor ETF 1.0 15 60 3.4 +7.4
SMLF iShares U.S. SmallCap Equity Factor ETF 1.0 15 60 6.0 +9.9
VOT Vanguard Mid-Cap Growth ETF 1.0 7 68 4.0 +8.0
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.0 52 23 5.4 +9.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.0 58 17 5.3 +9.3
COWS Amplify Cash Flow Dividend Leaders ETF 1.0 0 75 12.4 +16.4
TMFC Motley Fool 100 Index ETF 0.9 50 25 3.7 +7.7
GBUY Goldman Sachs Future Consumer Equity ETF 0.9 75 0 2.9 +6.9
USVT US Value ETF 0.9 49 26 11.4 +15.4
DSTX Distillate International Fundamental Stability & Value ETF 0.9 55 20 7.4 +11.4
IMCV iShares Morningstar Mid-Cap Value ETF 0.9 6 69 8.0 +12.0
YPS Arrow Reverse Cap 500 ETF 0.9 29 46 6.5 +10.4
AVSC Avantis U.S Small Cap Equity ETF 0.9 25 50 5.2 +9.1
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.9 60 15 6.7 +10.6
ARB AltShares Merger Arbitrage ETF 0.9 77 -2 0.6 +4.5
FSZ First Trust Switzerland AlphaDEX Fund 0.9 80 -5 4.1 +8.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.9 50 25 4.3 +8.3
AFMC First Trust Active Factor Mid Cap ETF 0.9 65 10 7.7 +11.7
SQEW LeaderShares Equity Skew ETF 0.9 81 -6 5.9 +9.9
FEX First Trust Large Cap Core AlphaDEX Fund 0.9 59 16 5.5 +9.5
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.9 29 46 8.6 +12.6
ROE Astoria US Quality Kings ETF 0.9 49 26 7.8 +11.8
SPHB Invesco S&P 500 High Beta ETF 0.9 25 50 4.7 +8.6
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 0.9 80 -5 5.5 +9.5
SCHM Schwab U.S. Mid-Cap ETF 0.9 4 71 6.2 +10.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.8 38 37 6.8 +10.8
USXF iShares ESG Advanced MSCI USA ETF 0.8 10 65 4.8 +8.8
WLDR Affinity World Leaders Equity ETF 0.8 67 8 8.4 +12.4
IUSG iShares Core S&P U.S. Growth ETF 0.8 4 71 4.4 +8.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.8 75 0 6.5 +10.5
IVW iShares S&P 500 Growth ETF 0.8 18 57 4.2 +8.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.8 4 71 6.1 +10.1
SPYG SPDR Portfolio S&P 500 Growth ETF 0.8 4 71 4.3 +8.3
IWP iShares Russell Mid-Cap Growth ETF 0.8 23 52 3.6 +7.5
FYX First Trust Small Cap Core AlphaDEX Fund 0.8 61 14 7.0 +10.9
FBCG Fidelity Blue Chip Growth ETF 0.8 59 16 2.4 +6.3
EQAL Invesco Russell 1000 Equal Weight ETF 0.8 20 55 6.0 +10.0
ADME Aptus Drawdown Managed Equity ETF 0.8 79 -4 4.3 +8.2
PY Principal Value ETF 0.8 15 60 7.5 +11.5
IWN iShares Russell 2000 Value ETF 0.8 24 51 5.7 +9.7
CIL VictoryShares International Volatility Wtd ETF 0.8 45 30 6.7 +10.7
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 0.8 51 24 6.6 +10.6
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 46 4.9 +8.9
NUSC Nuveen ESG Small-Cap ETF 0.8 31 44 5.0 +9.0
FLDZ RiverNorth Patriot ETF 0.8 75 0 6.0 +9.9
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.8 29 46 7.3 +11.3
CATH Global X S&P 500 Catholic Values Custom ETF 0.8 29 46 5.0 +9.0
SFYX SoFi Next 500 ETF 0.8 0 75 5.5 +9.5
IMCB iShares Morningstar Mid-Cap ETF 0.7 4 71 6.0 +10.0
RODE Hartford Multifactor Diversified International ETF 0.7 29 46 11.3 +15.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.7 15 60 7.0 +10.9
SCHG Schwab U.S. Large-Cap Growth ETF 0.7 4 71 4.0 +8.0
IWC iShares Micro-Cap ETF 0.7 60 15 -4.1 -0.2
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.7 12 63 4.3 +8.2
XJH iShares ESG Screened S&P Mid-Cap ETF 0.7 12 63 6.7 +10.6
CGUS Capital Group Core Equity ETF 0.7 33 42 4.6 +8.6
FNX First Trust Mid Cap Core AlphaDEX Fund 0.7 60 15 6.2 +10.1
ACTV LeaderShares Activist Leaders ETF 0.7 75 0 7.9 +11.8
ZECP Zacks Earnings Consistent Portfolio ETF 0.7 55 20 4.8 +8.8
VTWV Vanguard Russell 2000 Value ETF 0.7 15 60 5.8 +9.8
DWX SPDR S&P International Dividend ETF 0.7 45 30 6.7 +10.7
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 0.7 35 40 5.2 +9.2
HEDJ WisdomTree Europe Hedged Equity Fund 0.7 58 17 8.3 +12.3
ISMD Inspire Small/Mid Cap ETF 0.7 54 21 6.0 +10.0
BLES Inspire Global Hope ETF 0.7 61 14 6.3 +10.2
IVOO Vanguard S&P Mid-Cap 400 ETF 0.7 10 65 6.9 +10.9
MDY SPDR S&P Midcap 400 ETF Trust 0.7 23 52 6.7 +10.7
BIBL Inspire 100 ETF 0.7 35 40 4.7 +8.7
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.7 3 72 6.9 +10.9
FAB First Trust Multi Cap Value AlphaDEX Fund 0.7 67 8 9.4 +13.4
IJH iShares Core S&P Mid-Cap ETF 0.7 5 70 34.5 +38.4
MGK Vanguard Mega Cap Growth ETF 0.6 7 68 4.0 +8.0
HAPI Harbor Human Capital Factor US Large Cap ETF 0.6 36 39 4.6 +8.5
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.6 79 -4 6.2 +10.2
ISZE iShares MSCI Intl Size Factor ETF 0.6 30 45 6.6 +10.6
GK AdvisorShares Gerber Kawasaki ETF 0.6 75 0 3.0 +7.0
IMCG iShares Morningstar Mid-Cap Growth ETF 0.6 6 69 4.1 +8.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.6 20 55 6.6 +10.5
DFIV Dimensional International Value ETF 0.6 27 48 10.2 +14.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.6 25 50 8.8 +12.7
SMOT VanEck Morningstar SMID Moat ETF 0.6 49 26 7.0 +11.0
XSHQ Invesco S&P SmallCap Quality ETF 0.6 29 46 9.5 +13.5
TPIF Timothy Plan International ETF 0.5 62 13 6.5 +10.5
QGRW WisdomTree U.S. Quality Growth Fund 0.5 28 47 4.3 +8.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.5 24 51 8.0 +11.9
CVAR Cultivar ETF 0.5 87 -12 7.1 +11.1
ISCV iShares Morningstar Small Cap Value ETF 0.5 6 69 8.1 +12.1
APIE ActivePassive International Equity ETF 0.5 45 30 7.8 +11.8
DEUS Xtrackers Russell US Multifactor ETF 0.5 17 58 6.9 +10.9
WWJD Inspire International ETF 0.5 80 -5 7.0 +10.9
IWR iShares Russell Midcap ETF 0.5 19 56 5.6 +9.5
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.5 32 43 5.6 +9.6
BFOR ALPS Barron's 400 ETF 0.5 65 10 7.3 +11.2
DIHP Dimensional International High Profitability ETF 0.5 29 46 6.9 +10.9
IDLV Invesco S&P International Developed Low Volatility ETF 0.5 25 50 5.8 +9.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.5 65 10 4.2 +8.2
VIDI Vident International Equity Strategy ETF 0.5 61 14 11.4 +15.4
VO Vanguard Mid-Cap ETF 0.5 4 71 5.8 +9.7
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.5 30 45 7.7 +11.7
VUG Vanguard Growth ETF 0.5 4 71 4.0 +7.9
JHMM John Hancock Multifactor Mid Cap ETF 0.5 42 33 6.5 +10.5
XSMO Invesco S&P SmallCap Momentum ETF 0.4 39 36 7.2 +11.1
JMOM JPMorgan U.S. Momentum Factor ETF 0.4 12 63 4.7 +8.6
BUZZ VanEck Social Sentiment ETF 0.4 75 0 0.1 +4.1
NANC Unusual Whales Subversive Democratic Trading ETF 0.4 75 0 3.7 +7.6
MVPS Amplify Thematic All-Stars ETF 0.4 49 26 1.5 +5.5
SSLY Syntax Stratified SmallCap ETF 0.4 40 35 7.3 +11.3
FNDA Schwab Fundamental US Small Co. Index ETF 0.4 25 50 6.6 +10.5
EZM WisdomTree U.S. MidCap Fund 0.4 38 37 8.2 +12.2
SFYF SoFi Social 50 ETF 0.4 29 46 -1.2 +2.8
FDWM Fidelity Women's Leadership ETF 0.4 59 16 4.7 +8.7
ONEO SPDR Russell 1000 Momentum Focus ETF 0.4 20 55 7.0 +11.0
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.4 20 55 7.8 +11.8
IWF iShares Russell 1000 Growth ETF 0.4 19 56 4.4 +8.3
VONG Vanguard Russell 1000 Growth ETF 0.4 8 67 4.5 +8.4
KOMP SPDR S&P Kensho New Economies Composite ETF 0.4 20 55 2.1 +6.0
NUMV Nuveen ESG Mid-Cap Value ETF 0.4 31 44 7.5 +11.5
SMMD iShares Russell 2500 ETF 0.4 15 60 5.9 +9.9
DFSI Dimensional International Sustainability Core 1 ETF 0.4 24 51 6.2 +10.1
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.4 47 28 9.8 +13.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.3 80 -5 6.4 +10.4
IWS iShares Russell Mid-Cap Value ETF 0.3 23 52 6.6 +10.5
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.3 15 60 6.7 +10.7
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.3 12 63 7.3 +11.2
GWX SPDR S&P International Small Cap ETF 0.3 40 35 5.3 +9.3
RWK Invesco S&P MidCap 400 Revenue ETF 0.3 39 36 8.5 +12.5
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.3 45 30 6.3 +10.3
AVDE Avantis International Equity ETF 0.3 23 52 7.9 +11.8
IWY iShares Russell Top 200 Growth ETF 0.3 20 55 4.5 +8.5
EZU iShares MSCI Eurozone ETF 0.3 52 23 6.2 +10.2
FLEU Franklin FTSE Eurozone ETF 0.3 9 66 6.7 +10.7
UIVM VictoryShares International Value Momentum ETF 0.3 35 40 10.7 +14.6
XJR iShares ESG Screened S&P Small-Cap ETF 0.3 12 63 7.5 +11.5
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.3 15 60 8.0 +12.0
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.3 25 50 6.7 +10.7
MCHI iShares MSCI China ETF 0.3 59 16 9.1 +13.0
FTC First Trust Large Cap Growth AlphaDEX Fund 0.3 59 16 2.6 +6.6
IQM Franklin Intelligent Machines ETF 0.3 50 25 2.9 +6.9
JHID John Hancock International High Dividend ETF 0.3 46 29 11.5 +15.4
SLYV SPDR S&P 600 Small Cap Value ETF 0.2 15 60 9.0 +13.0
IJS iShares S&P Small-Cap 600 Value ETF 0.2 18 57 9.0 +12.9
VIOO Vanguard S&P Small-Cap 600 ETF 0.2 10 65 7.7 +11.6
IJR iShares Core S&P Small Cap ETF 0.2 6 69 7.8 +11.8
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.2 3 72 7.9 +11.9
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 23 7.4 +11.4
IJT iShares S&P Small-Cap 600 Growth ETF 0.2 18 57 6.6 +10.6
SLYG SPDR S&P 600 Small Cap Growth ETF 0.2 15 60 6.6 +10.6
KRUZ Unusual Whales Subversive Republican Trading ETF 0.2 75 0 4.7 +8.7
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 47 8.2 +12.1
IJJ iShares S&P Mid-Cap 400 Value ETF 0.2 18 57 8.2 +12.2
MDYV SPDR S&P 400 Mid Cap Value ETF 0.2 15 60 8.3 +12.3
SNPV Xtrackers S&P 500 Value ESG ETF 0.2 15 60 6.5 +10.5
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.2 35 40 7.4 +11.4
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.2 42 33 7.4 +11.3
IEUS iShares MSCI Europe Small-Cap ETF 0.2 42 33 5.8 +9.8
EGUS iShares ESG Aware MSCI USA Growth ETF 0.2 18 57 4.0 +8.0
GXC SPDR S&P China ETF 0.2 59 16 9.1 +13.1
EES WisdomTree U.S. SmallCap Fund 0.2 38 37 10.0 +13.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.2 15 60 8.6 +12.6
CN Xtrackers MSCI All China Equity ETF 0.2 50 25 9.2 +13.1
SMLE Xtrackers S&P SmallCap 600 ESG ETF 0.2 15 60 7.4 +11.3
NULG Nuveen ESG Large-Cap Growth ETF 0.2 26 49 4.1 +8.1
CACG ClearBridge All Cap Growth ESG ETF 0.2 54 21 3.1 +7.1
ESIX SPDR S&P SmallCap 600 ESG ETF 0.2 12 63 7.4 +11.4
DFIC Dimensional International Core Equity 2 ETF 0.1 23 52 7.4 +11.4
AOTG AOT Growth and Innovation ETF 0.1 75 0 2.9 +6.9
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 39 -12.9 -8.9
SCHC Schwab International Small-Cap Equity ETF 0.1 11 64 5.9 +9.9
BKF iShares MSCI BIC ETF 0.1 69 6 6.9 +10.8
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.1 15 60 7.4 +11.3
VOOV Vanguard S&P 500 Value ETF 0.1 10 65 5.5 +9.5
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.1 24 51 8.4 +12.4
GMF SPDR S&P Emerging Asia Pacific ETF 0.1 49 26 6.4 +10.4
VBR Vanguard Small Cap Value ETF 0.1 7 68 8.2 +12.1
JHEM John Hancock Multifactor Emerging Markets ETF 0.1 49 26 8.2 +12.2
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.1 30 45 8.3 +12.3
SCZ iShares MSCI EAFE Small-Cap ETF 0.1 40 35 6.0 +10.0
MTUM iShares MSCI USA Momentum Factor ETF 0.1 15 60 3.4 +7.4
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 45 7.7 +11.7
BTEK Future Tech ETF 0.1 88 -13 2.2 +6.1
EEMA iShares MSCI Emerging Markets Asia ETF 0.1 49 26 6.7 +10.7
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.1 7 68 6.4 +10.3
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.1 32 43 6.1 +10.0
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.1 70 5 6.4 +10.4
EEM iShares MSCI Emerging Markets ETF 0.1 69 6 -1.0 +2.9
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.1 66 9 -0.6 +3.4
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.1 30 45 7.4 +11.3
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 66 1.1 +5.1
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 68 1.6 +5.6
IETC iShares U.S. Tech Independence Focused ETF 0.0 18 57 4.0 +8.0
ISCF iShares International SmallCap Equity Factor ETF 0.0 23 52 8.7 +12.6
AVEM Avantis Emerging Markets Equity ETF 0.0 33 42 8.7 +12.7
PKW Invesco Buyback Achievers ETF 0.0 62 13 8.0 +11.9
DFSV Dimensional US Small Cap Value ETF 0.0 31 44 8.8 +12.8
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.0 39 36 9.1 +13.1
AVIV Avantis International Large Cap Value ETF 0.0 25 50 8.9 +12.9
TEQI T. Rowe Price Equity Income ETF 0.0 54 21 4.1 +8.1
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 40 7.6 +11.5
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 18 3.3 +7.3
TGRW T. Rowe Price Growth Stock ETF 0.0 52 23 4.0 +7.9
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 25 4.8 +8.7
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.0 41 34 7.8 +11.8

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

  2019 2020 2021 2022 2023 2024E 2025E
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
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
Tema Oncology 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 -18.0 %
Divided by: Fwd. P/BV 5.6 x
Less: Expense ratio 75 bp
Equals: ALTAR Score -4.0 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.35 CATEGORY
AVERAGE
1.50
 
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.