Clough Select Equity ETF
ALTAR
Score™		 1.4% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 36.0x P/Sales
ratio		 1.7x
P/BV
ratio		 3.3x Div.
yield		 1.1%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
CBSE is an actively managed, concentrated portfolio of US-listed stocks that appear fundamentally undervalued and have positive environmental, social and governance attributes as viewed by the fund adviser.

FUND BASICS
Category US Equities
Fund Sponsor Changebridge Capital LLC
Website changebridgefunds.com
Inception date Nov 13, 2020
Assets (mns) $22
Currency USD
Expense ratio 85 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 40
Wgt avg mkt cap (mns) $48,628
Large cap (>$10bn) 52.2%
Mid cap ($2-10bn) 14.6%
Small cap (<$2bn) 30.7%
Developed mkts 91.3%
Emerging mkts 8.7%

TOP TEN HOLDINGS
COINBASE GLOBAL, INC. CLASS A 3.5 %
CHENIERE ENERGY INC 3.5 %
REDDIT INC-CL A 3.4 %
CAPRI HOLDINGS LIMITED 3.2 %
MARVELL TECHNOLOGY, INC. 3.1 %
MAKEMYTRIP LTD 3.1 %
VITAL FARMS INC 3.1 %
ALTC ACQUISITION CORP. CLASS A 3.1 %
SPOTIFY TECHNOLOGY SA 3.0 %
VISTRA ENERGY CORP. 3.0 %
Total 31.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 75.6 %
CANADA 7.4 %
BRITAIN 3.2 %
INDIA 3.1 %
LUXEMBOURG 3.0 %
URUGUAY 2.3 %
NETHERLANDS 2.0 %




HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-9.4% 12.4% -- -- 9.5%

Market Correlations
versus... Beta R-squared
S&P500 1.22 76%
MSCI EAFE 0.87 40%
MSCI Emg. Mkts. 0.53 15%

Technical Indicators
Recent close $33.12
30d moving avg. $29.30
Annualized volatility 23.2%
Short interest (ETF) 0.8%
Relative strength (RSI) 51

Liquidity measures
Avg. volume (thou.) 5
Turnover 0.8%
Bid/Ask (% of price) 0.29%
ADV underlying (mns) $14,452

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 967 potential alternatives to the Clough Select Equity ETF ETF based on the alternatives' overlap in portfolio holdings with CBSE. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: CBSE Expense: 85 bp ALTAR Score™: 1.4%


ALTERNATIVE ETFs BASED ON OVERLAP WITH CBSE
Ticker Fund
Name		 Overlap1
vs CBSE
(%)		 Expense
ratio
(bp)		 Savings
vs CBSE
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs CBSE
(%)
SAMT Strategas Macro Thematic Opportunities ETF 12.8 65 20 3.1 +1.7
TIME Clockwise Core Equity & Innovation ETF 12.7 95 -10 2.8 +1.3
BUZZ VanEck Social Sentiment ETF 11.6 75 10 -0.3 -1.7
ZAP Global X U.S. Electrification ETF 10.4 50 35 4.5 +3.0
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 10.3 57 28 3.9 +2.4
NBDS Neuberger Berman Disrupters ETF 10.0 55 30 0.8 -0.6
ECLN First Trust EIP Carbon Impact ETF 9.8 96 -11 4.1 +2.7
VOLT Tema Electrification ETF 9.4 75 10 3.1 +1.6
GVIP Goldman Sachs Hedge Industry VIP ETF 9.1 45 40 3.4 +2.0
SOXQ Invesco PHLX Semiconductor ETF 8.8 19 66 5.1 +3.7
SOXX iShares Semiconductor ETF 8.8 35 50 5.4 +4.0
LOUP Innovator Deepwater Frontier Tech ETF 8.6 70 15 1.4 -0.1
XOP SPDR S&P Oil & Gas Exploration & Production ETF 8.6 35 50 16.0 +14.5
PXE Invesco Energy Exploration & Production ETF 8.5 60 25 16.6 +15.2
XNTK SPDR NYSE Technology ETF 8.4 35 50 3.9 +2.5
EMLP First Trust North American Energy Infrastructure Fund 8.3 95 -10 5.3 +3.9
RNEW VanEck Green Infrastructure ETF 8.2 45 40 -1.5 -3.0
NETZ TCW Transform Systems ETF 8.1 75 10 3.0 +1.5
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 8.1 40 45 3.9 +2.5
SMH VanEck Semiconductor ETF 8.0 35 50 4.5 +3.1
AIRR First Trust RBA American Industrial Renaissance ETF 7.9 70 15 5.8 +4.4
UTES Virtus Reaves Utilities ETF 7.8 49 36 4.1 +2.7
RSPU Invesco S&P 500 Equal Weight Utilities ETF 7.8 40 45 5.4 +4.0
XLU Utilities Select Sector SPDR Fund 7.8 8 77 5.2 +3.8
GLRY Inspire Faithward Mid Cap Momentum ETF 7.8 80 5 6.3 +4.9
FUTY Fidelity MSCI Utilities Index ETF 7.7 8 77 5.3 +3.9
VPU Vanguard Utilities ETF 7.6 10 75 5.3 +3.9
TXS Texas Capital Texas Equity Index ETF 7.6 49 36 5.8 +4.4
PXI Invesco Dorsey Wright Energy Momentum ETF 7.6 60 25 7.5 +6.0
EIPI FT Energy Income Partners Enhanced Income ETF 7.4 110 -25 6.3 +4.9
IDU iShares U.S. Utilities ETF 7.4 40 45 4.7 +3.3
QNXT iShares Nasdaq-100 ex Top 30 ETF 7.4 20 65 4.2 +2.8
BLCR iShares Large Cap Core Active ETF 7.3 36 49 4.0 +2.6
FCG First Trust Natural Gas ETF 7.3 60 25 19.4 +18.0
WTAI WisdomTree Artificial Intelligence and Innovation Fund 7.2 45 40 3.0 +1.6
IVRA Invesco Real Assets ESG ETF 7.0 59 26 5.9 +4.5
IGE iShares North American Natural Resources ETF 7.0 41 44 8.1 +6.7
BLOK Amplify Transformational Data Sharing ETF 7.0 75 10 0.3 -1.1
URAN Themes Uranium & Nuclear ETF 7.0 35 50 2.2 +0.8
GGRW Gabelli Growth Innovators ETF 6.9 90 -5 2.5 +1.1
RJMG FT Raymond James Multicap Growth Equity ETF 6.8 85 0 2.3 +0.8
FTXL First Trust Nasdaq Semiconductor ETF 6.8 60 25 6.0 +4.6
PWB Invesco Large Cap Growth ETF 6.7 56 29 2.9 +1.5
IGF iShares Global Infrastructure ETF 6.6 41 44 4.7 +3.3
GII SPDR S&P Global Infrastructure ETF 6.6 40 45 4.7 +3.3
XSD SPDR S&P Semiconductor ETF 6.5 35 50 4.1 +2.7
CHAT Roundhill Generative AI & Technology ETF 6.4 75 10 7.0 +5.5
FTWO Strive FAANG 2.0 ETF 6.4 49 36 4.8 +3.4
TRFK Pacer Data and Digital Revolution ETF 6.4 60 25 3.5 +2.1
SOCL Global X Social Media ETF 6.4 65 20 12.3 +10.9
PTL Inspire 500 ETF 6.4 9 76 5.5 +4.1
SMRI Bushido Capital US Equity ETF 6.4 71 14 9.5 +8.1
JXI iShares Global Utilities ETF 6.3 43 42 5.9 +4.5
AIVC Amplify Bloomberg AI Value Chain ETF 6.3 59 26 6.5 +5.1
YALL God Bless America ETF 6.3 65 20 3.7 +2.3
EIPX FT Energy Income Partners Strategy ETF 6.3 95 -10 7.8 +6.3
NANR SPDR S&P North American Natural Resources ETF 6.2 35 50 8.7 +7.3
RBLD First Trust Alerian US NextGen Infrastructure ETF 6.2 65 20 5.1 +3.7
FDTX Fidelity Disruptive Technology ETF 6.1 50 35 2.8 +1.4
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 6.1 68 17 0.3 -1.1
SPRX Spear Alpha ETF 6.1 75 10 -0.0 -1.4
IYE iShares U.S. Energy ETF 6.1 40 45 9.3 +7.9
KOCG FIS Knights of Columbus Global Belief ETF 6.1 75 10 5.1 +3.7
NLR VanEck Uranium+Nuclear Energy ETF 6.0 61 24 2.8 +1.3
MBOX Freedom Day Dividend ETF 6.0 39 46 7.6 +6.2
DARP Grizzle Growth ETF 6.0 75 10 3.8 +2.3
SPHB Invesco S&P 500 High Beta ETF 5.9 25 60 4.9 +3.4
NVIR Horizon Kinetics Energy and Remediation ETF 5.9 85 0 6.7 +5.3
IQM Franklin Intelligent Machines ETF 5.9 50 35 2.3 +0.8
BITQ Bitwise Crypto Industry Innovators ETF 5.8 85 0 -2.6 -4.0
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 5.8 85 0 0.0 -1.4
DAPP VanEck Digital Transformation ETF 5.8 50 35 0.0 -1.4
STCE Schwab Crypto Thematic ETF 5.8 30 55 1.4 +0.0
GTEK Goldman Sachs Future Tech Leaders Equity ETF 5.7 75 10 3.2 +1.8
VDE Vanguard Energy ETF 5.7 10 75 9.5 +8.1
ARKF ARK Fintech Innovation ETF 5.7 75 10 -0.4 -1.8
IEO iShares U.S. Oil & Gas Exploration & Production ETF 5.6 40 45 13.0 +11.6
FTXN First Trust Nasdaq Oil & Gas ETF 5.6 60 25 12.8 +11.4
SATO Invesco Alerian Galaxy Crypto Economy ETF 5.6 61 24 -2.2 -3.6
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 5.6 65 20 -1.5 -2.9
NBCC Neuberger Berman Next Generation Connected Consumer ETF 5.6 56 29 2.6 +1.2
PKB Invesco Building & Construction ETF 5.6 62 23 4.6 +3.2
IGPT Invesco AI and Next Gen Software ETF 5.5 60 25 4.8 +3.4
JPEF JPMorgan Equity Focus ETF 5.5 50 35 4.5 +3.1
MTUM iShares MSCI USA Momentum Factor ETF 5.5 15 70 3.6 +2.2
IVES Wedbush ETFMG Global Cloud Technology ETF 5.5 68 17 8.3 +6.9
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 5.5 75 10 3.1 +1.7
IDAT iShares Future Cloud 5G and Tech ETF 5.5 47 38 5.0 +3.6
FXU First Trust Utilities AlphaDEX Fund 5.4 64 21 5.5 +4.0
LIVR Intelligent Livermore ETF 5.4 69 16 6.5 +5.1
COWS Amplify Cash Flow Dividend Leaders ETF 5.4 0 85 12.6 +11.2
VOT Vanguard Mid-Cap Growth ETF 5.4 7 78 3.6 +2.2
FENY Fidelity MSCI Energy Index ETF 5.3 8 77 9.5 +8.1
TMAT Main Thematic Innovation ETF 5.3 164 -79 -1.5 -3.0
SFYF SoFi Social 50 ETF 5.1 29 56 0.2 -1.2
GNR SPDR S&P Global Natural Resources ETF 5.1 40 45 11.7 +10.3
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 5.1 58 27 4.0 +2.6
ARKW ARK Next Generation Internet ETF 5.1 87 -2 -0.6 -2.1
MAGA Point Bridge America First ETF 5.0 72 13 6.0 +4.6
HAP VanEck Natural Resources ETF 5.0 50 35 10.1 +8.7
FXN First Trust Energy AlphaDEX Fund 5.0 62 23 14.7 +13.3
RPG Invesco S&P 500 Pure Growth ETF 5.0 35 50 3.3 +1.9
FTC First Trust Large Cap Growth AlphaDEX Fund 5.0 59 26 2.9 +1.5
BGRO iShares Large Cap Growth Active ETF 5.0 55 30 3.2 +1.8
GRNY Fundstrat Granny Shots US Large Cap ETF 4.9 75 10 3.3 +1.9
SGDM Sprott Gold Miners ETF 4.9 50 35 4.6 +3.1
MXI iShares Global Materials ETF 4.9 41 44 8.0 +6.6
RING iShares MSCI Global Gold Miners ETF 4.9 39 46 6.2 +4.7
SLVP iShares MSCI Global Silver Miners ETF 4.9 39 46 6.2 +4.8
DRLL Strive U.S. Energy ETF 4.9 41 44 10.4 +9.0
GDX VanEck Gold Miners ETF 4.9 51 34 4.8 +3.4
VXF Vanguard Extended Market ETF 4.9 6 79 5.0 +3.6
URA Global X Uranium ETF 4.9 69 16 2.8 +1.3
PUI Invesco Dorsey Wright Utilities Momentum ETF 4.8 60 25 5.4 +4.0
FDVV Fidelity High Dividend ETF 4.8 15 70 8.1 +6.7
KNCT Invesco Next Gen Connectivity ETF 4.8 40 45 5.2 +3.8
TRFM AAM Transformers ETF 4.8 49 36 1.7 +0.3
CGGR Capital Group Growth ETF 4.7 39 46 3.4 +1.9
ECML Euclidean Fundamental Value ETF 4.7 95 -10 13.1 +11.6
ARTY iShares Future AI & Tech ETF 4.6 47 38 3.6 +2.2
JMOM JPMorgan U.S. Momentum Factor ETF 4.6 12 73 4.6 +3.2
FDMO Fidelity Momentum Factor ETF 4.6 15 70 3.9 +2.5
PKW Invesco Buyback Achievers ETF 4.6 62 23 7.6 +6.2
HWAY Themes US Infrastructure ETF 4.6 29 56 6.7 +5.3
IWP iShares Russell Mid-Cap Growth ETF 4.6 23 62 3.4 +2.0
LEAD Siren DIVCON Leaders Dividend ETF 4.6 43 42 4.3 +2.9
FBCG Fidelity Blue Chip Growth ETF 4.5 59 26 3.1 +1.7
TEMP JPMorgan Climate Change Solutions ETF 4.5 49 36 5.9 +4.5
PAVE Global X U.S. Infrastructure Development ETF 4.5 47 38 5.7 +4.3
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 4.4 46 39 10.6 +9.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.4 35 50 4.2 +2.8
AFK VanEck Africa Index ETF 4.4 98 -13 12.3 +10.9
XMAG Defiance Large Cap ex-Mag 7 ETF 4.4 35 50 5.3 +3.9
AOTG AOT Growth and Innovation ETF 4.4 75 10 2.0 +0.6
IMCV iShares Morningstar Mid-Cap Value ETF 4.4 6 79 8.4 +6.9
TPHD Timothy Plan High Dividend Stock ETF 4.4 52 33 7.0 +5.6
TPHE Timothy Plan High Dividend Stock Enhanced ETF 4.4 54 31 7.3 +5.9
GOP Unusual Whales Subversive Republican Trading ETF 4.4 50 35 6.1 +4.6
IMCB iShares Morningstar Mid-Cap ETF 4.3 4 81 6.1 +4.7
DIVL Madison Dividend Value ETF 4.3 65 20 5.8 +4.4
METV Roundhill Ball Metaverse ETF 4.3 59 26 7.4 +5.9
AZTD Aztlan Global Stock Selection DM SMID ETF 4.3 75 10 8.0 +6.6
IMCG iShares Morningstar Mid-Cap Growth ETF 4.3 6 79 4.1 +2.7
INRO iShares U.S. Industry Rotation Active ETF 4.3 42 43 4.9 +3.5
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 4.3 61 24 1.4 -0.0
PNQI Invesco NASDAQ Internet ETF 4.3 60 25 3.5 +2.1
WFH Direxion Work From Home ETF 4.2 45 40 3.9 +2.4
VO Vanguard Mid-Cap ETF 4.2 4 81 5.9 +4.5
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 4.2 49 36 3.8 +2.4
IYW iShares U.S. Technology ETF 4.2 40 45 4.2 +2.8
AMID Argent Mid Cap ETF Argent Mid Cap ETF 4.1 52 33 6.0 +4.6
CCSO Carbon Collective Climate Solutions US Equity ETF 4.1 35 50 1.2 -0.2
ROE Astoria US Quality Kings ETF 4.1 49 36 6.7 +5.3
AIS VistaShares Artificial Intelligence Supercycle ETF 4.1 75 10 3.9 +2.5
QQMG Invesco ESG NASDAQ 100 ETF 4.1 20 65 4.3 +2.9
FTGS First Trust Growth Strength ETF 4.1 60 25 5.0 +3.6
QVAL Alpha Architect US Quantitative Value ETF 4.1 39 46 10.0 +8.6
VFLO VictoryShares Free Cash Flow ETF 4.1 39 46 10.9 +9.4
IGM iShares Expanded Tech Sector ETF 4.1 41 44 4.2 +2.7
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 4.1 60 25 5.9 +4.5
QQQ Invesco QQQ Trust Series I 4.1 20 65 4.2 +2.8
QQQM Invesco NASDAQ 100 ETF 4.0 15 70 4.3 +2.9
QMOM Alpha Architect U.S. Quantitative Momentum ETF 4.0 39 46 3.7 +2.3
JGRO JPMorgan Active Growth ETF 4.0 44 41 3.6 +2.2
PSI Invesco Semiconductors ETF 4.0 57 28 5.1 +3.7
CALF Pacer US Small Cap Cash Cows 100 ETF 4.0 59 26 11.5 +10.1
GURU Global X Guru Index ETF 4.0 75 10 4.1 +2.7
GDIV Harbor Dividend Growth Leaders ETF 3.9 50 35 5.3 +3.9
SPMV Invesco S&P 500 Minimum Variance ETF 3.9 10 75 5.3 +3.9
BGIG Bahl & Gaynor Income Growth ETF 3.9 45 40 5.5 +4.1
BDIV AAM Brentview Dividend Growth ETF 3.9 49 36 4.7 +3.3
SWP SWP Growth & Income ETF 3.9 99 -14 4.5 +3.1
BGDV Bahl & Gaynor Dividend ETF 3.9 45 40 4.9 +3.4
ROKT SPDR S&P Kensho Final Frontiers ETF 3.9 45 40 2.1 +0.7
USXF iShares ESG Advanced MSCI USA ETF 3.9 10 75 4.8 +3.4
FTDS First Trust Dividend Strength ETF 3.9 70 15 7.8 +6.4
FFTY Innovator IBD 50 ETF 3.9 80 5 -0.4 -1.8
AIQ Global X Artificial Intelligence & Technology ETF 3.9 68 17 4.2 +2.7
SIXG Defiance Connective Technologies ETF 3.8 30 55 4.2 +2.8
TDIV First Trust NASDAQ Technology Dividend Index Fund 3.8 50 35 5.9 +4.5
SFY SoFi Select 500 ETF 3.8 0 85 4.6 +3.2
SUSA iShares MSCI USA ESG Select ETF 3.8 25 60 4.9 +3.5
IFRA iShares U.S. Infrastructure ETF 3.7 30 55 6.5 +5.1
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 3.7 60 25 9.4 +8.0
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.7 35 50 5.3 +3.9
SRHQ SRH U.S. Quality ETF 3.7 35 50 7.5 +6.0
TOV JLens 500 Jewish Advocacy U.S. ETF 3.7 18 67 4.9 +3.5
IDMO Invesco S&P International Developed Momentum ETF 3.7 25 60 5.5 +4.1
STXD Strive 1000 Dividend Growth ETF 3.7 35 50 5.0 +3.6
FXL First Trust Technology AlphaDEX Fund 3.7 61 24 5.7 +4.3
STRV Strive 500 ETF 3.6 5 80 5.0 +3.6
FDRV Fidelity Electric Vehicles and Future Transportation ETF 3.6 39 46 -1.2 -2.6
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 3.6 15 70 4.4 +2.9
DFNV Donoghue Forlines Innovation ETF 3.6 69 16 4.4 +3.0
FELC Fidelity Enhanced Large Cap Core ETF 3.6 18 67 5.4 +4.0
XMMO Invesco S&P MidCap Momentum ETF 3.6 34 51 5.5 +4.1
FCPI Fidelity Stocks for Inflation ETF 3.6 15 70 7.6 +6.2
IWR iShares Russell Midcap ETF 3.6 19 66 5.9 +4.5
FTEC Fidelity MSCI Information Technology Index ETF 3.5 8 77 4.3 +2.9
VYM Vanguard High Dividend Yield Index ETF 3.5 6 79 7.4 +6.0
VGT Vanguard Information Technology ETF 3.5 10 75 4.3 +2.9
FDWM Fidelity Women's Leadership ETF 3.5 59 26 5.2 +3.8
GQQQ Astoria US Quality Growth Kings ETF 3.5 35 50 4.9 +3.5
FLRG Fidelity U.S. Multifactor ETF 3.5 15 70 7.0 +5.6
KLMN Invesco MSCI North America Climate ETF 3.5 9 76 5.2 +3.8
BUYZ Franklin Disruptive Commerce ETF 3.5 50 35 2.3 +0.9
FSST Fidelity Sustainable U.S. Equity ETF 3.5 59 26 4.6 +3.2
ACVF American Conservative Values ETF 3.5 75 10 4.5 +3.0
GK AdvisorShares Gerber Kawasaki ETF 3.5 75 10 2.7 +1.3
IWB iShares Russell 1000 ETF 3.5 15 70 5.1 +3.7
VONE Vanguard Russell 1000 ETF 3.5 8 77 5.2 +3.7
FDIG Fidelity Crypto Industry and Digital Payments ETF 3.5 39 46 -1.0 -2.4
BWEB Bitwise Web3 ETF 3.5 85 0 0.2 -1.3
BKCH Global X Blockchain ETF 3.5 50 35 -4.0 -5.4
FINX Global X FinTech ETF 3.5 68 17 2.5 +1.0
ARKK ARK Innovation ETF 3.5 75 10 -2.8 -4.3
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 3.5 40 45 4.3 +2.9
IBLC iShares Blockchain and Tech ETF 3.5 47 38 -3.4 -4.9
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 3.5 75 10 4.4 +3.0
ESGU iShares ESG Aware MSCI USA ETF 3.5 15 70 5.0 +3.6
DGRO iShares Core Dividend Growth ETF 3.5 8 77 6.6 +5.2
UMI USCF Midstream Energy Income Fund ETF 3.5 85 0 4.9 +3.5
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 3.5 55 30 5.8 +4.4
MLPX Global X MLP & Energy Infrastructure ETF 3.5 45 40 5.4 +3.9
ENFR Alerian Energy Infrastructure ETF 3.5 35 50 5.4 +3.9
EINC VanEck Energy Income ETF 3.5 48 37 5.3 +3.9
TPYP Tortoise North American Pipeline Fund 3.5 40 45 5.7 +4.3
USAI Pacer American Energy Independence ETF 3.5 75 10 4.8 +3.4
JVAL JPMorgan U.S. Value Factor ETF 3.5 12 73 8.6 +7.2
CCNR ALPS CoreCommodity Natural Resources ETF 3.5 39 46 12.1 +10.6
FITE SPDR S&P Kensho Future Security ETF 3.5 45 40 2.3 +0.9
ILCB iShares Morningstar U.S. Equity ETF 3.4 3 82 5.1 +3.7
FELG Fidelity Enhanced Large Cap Growth ETF 3.4 18 67 4.9 +3.5
QTUM Defiance Quantum ETF 3.4 40 45 6.6 +5.1
VV Vanguard Large-Cap ETF 3.4 4 81 5.1 +3.6
SPDV AAM S&P 500 High Dividend Value ETF 3.4 29 56 10.9 +9.5
VOE Vanguard Mid-Cap Value ETF 3.4 7 78 7.8 +6.4
LGRO Level Four Large Cap Growth Active ETF 3.4 55 30 3.9 +2.5
BKLC BNY Mellon US Large Cap Core Equity ETF 3.4 0 85 5.1 +3.7
SCHX Schwab U.S. Large-Cap ETF 3.4 3 82 5.2 +3.8
IWV iShares Russell 3000 ETF 3.4 20 65 5.0 +3.6
XLE Energy Select Sector SPDR Fund 3.4 8 77 9.4 +8.0
BIBL Inspire 100 ETF 3.4 35 50 5.3 +3.9
VTHR Vanguard Russell 3000 ETF 3.4 10 75 5.1 +3.7
IYY iShares Dow Jones U.S. ETF 3.4 20 65 5.0 +3.6
ILCV iShares Morningstar Value ETF 3.4 4 81 6.8 +5.4
INFL Horizon Kinetics Inflation Beneficiaries ETF 3.4 85 0 3.9 +2.5
LRGF iShares U.S. Equity Factor ETF 3.4 8 77 5.7 +4.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.4 52 33 5.5 +4.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.4 58 27 5.4 +4.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 3.4 7 78 5.1 +3.6
QLC FlexShares US Quality Large Cap Index Fund 3.3 25 60 5.7 +4.3
PBUS Invesco MSCI USA ETF 3.3 4 81 5.1 +3.7
STXG Strive 1000 Growth ETF 3.3 18 67 4.0 +2.6
SCHK Schwab 1000 Index ETF 3.3 5 80 5.3 +3.8
PEXL Pacer US Export Leaders ETF 3.3 60 25 5.0 +3.6
MIDE Xtrackers S&P MidCap 400 ESG ETF 3.3 15 70 8.2 +6.7
MILN Global X Millennial Consumer ETF 3.3 50 35 3.7 +2.3
MGMT Ballast Small/Mid Cap ETF 3.3 110 -25 9.4 +8.0
VRAI Virtus Real Asset Income ETF 3.3 55 30 10.4 +9.0
VTI Vanguard Total Stock Market ETF 3.3 3 82 5.1 +3.7
ONEQ Fidelity Nasdaq Composite Index ETF 3.3 21 64 4.0 +2.6
DIVG Invesco S&P 500 High Dividend Growers ETF 3.3 39 46 8.6 +7.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 3.3 3 82 5.1 +3.7
AMZA InfraCap MLP ETF 3.3 164 -79 8.1 +6.6
DVND Touchstone Dividend Select ETF 3.2 67 18 6.0 +4.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 3.2 20 65 5.3 +3.9
DFUS Dimensional U.S. Equity ETF 3.2 9 76 5.1 +3.7
NXTG First Trust Indxx NextG ETF 3.2 70 15 5.6 +4.2
SCHB Schwab U.S. Broad Market ETF 3.2 3 82 5.2 +3.8
DTCR Global X Data Center & Digital Infrastructure ETF 3.2 50 35 4.6 +3.2
VNSE Natixis Vaughan Nelson Select ETF 3.2 80 5 5.1 +3.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3.2 11 74 5.1 +3.7
IWS iShares Russell Mid-Cap Value ETF 3.2 23 62 6.9 +5.5
RVRB Reverb ETF 3.2 30 55 4.8 +3.4
LCLG Logan Capital Broad Innovative Growth ETF 3.2 99 -14 4.2 +2.8
IJK iShares S&P Mid-Cap 400 Growth ETF 3.2 17 68 6.0 +4.6
FEX First Trust Large Cap Core AlphaDEX Fund 3.2 59 26 6.2 +4.8
VOTE TCW Transform 500 ETF 3.2 5 80 5.1 +3.7
THRO iShares U.S. Thematic Rotation Active ETF 3.2 90 -5 4.1 +2.7
USSE Segall Bryant & Hamill Select Equity ETF 3.1 65 20 4.2 +2.8
QGRO American Century U.S. Quality Growth ETF 3.1 29 56 3.5 +2.1
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 3.1 86 -1 0.3 -1.1
INQQ India Internet & Ecommerce ETF 3.1 86 -1 1.0 -0.5
AWAY ETFMG Travel Tech ETF 3.1 76 9 -0.1 -1.5
XITK SPDR FactSet Innovative Technology ETF 3.1 45 40 0.4 -1.0
ILCG iShares Morningstar Growth ETF 3.1 4 81 3.9 +2.5
DFAU Dimensional US Core Equity Market ETF 3.1 12 73 5.3 +3.9
IWL iShares Russell Top 200 ETF 3.1 15 70 4.9 +3.5
XLK Technology Select Sector SPDR Fund 3.1 8 77 4.8 +3.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.1 15 70 6.0 +4.6
WTV WisdomTree US Value Fund of Benef Interest 3.1 12 73 9.3 +7.9
VEGN US Vegan Climate ETF 3.1 60 25 4.6 +3.2
IPO Renaissance IPO ETF 3.1 60 25 4.3 +2.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 3.1 2 83 5.2 +3.7
SPXN ProShares S&P 500 Ex-Financials ETF 3.0 9 76 5.2 +3.7
SCHG Schwab U.S. Large-Cap Growth ETF 3.0 4 81 4.1 +2.7
ESGV Vanguard ESG U.S. Stock ETF 3.0 9 76 4.9 +3.5
VFMO Vanguard U.S. Momentum Factor ETF 3.0 13 72 3.2 +1.8
JOET Virtus Terranova US Quality Momentum ETF 3.0 29 56 4.8 +3.4
LRND IQ U.S. Large Cap R&D Leaders ETF 3.0 14 71 5.9 +4.5
MDYG SPDR S&P 400 Mid Cap Growth ETF 3.0 15 70 6.0 +4.6
APUE ActivePassive U.S. Equity ETF 3.0 45 40 4.9 +3.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.0 64 21 2.3 +0.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 3.0 14 71 5.1 +3.7
EGUS iShares ESG Aware MSCI USA Growth ETF 3.0 18 67 4.2 +2.8
FQAL Fidelity Quality Factor ETF 3.0 15 70 5.7 +4.3
VIG Vanguard Dividend Appreciation ETF 3.0 6 79 5.7 +4.3
VOO Vanguard S&P 500 ETF 3.0 3 82 5.2 +3.8
IVV iShares Core S&P 500 ETF 3.0 3 82 5.2 +3.8
SPLG SPDR Portfolio S&P 500 ETF 3.0 2 83 5.2 +3.8
SPY SPDR S&P 500 ETF Trust 3.0 9 76 5.1 +3.7
BBCA JPMorgan BetaBuilders Canada ETF 3.0 19 66 6.8 +5.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.0 29 56 6.6 +5.2
SPXV ProShares S&P 500 Ex-Health Care ETF 3.0 9 76 4.9 +3.5
FINE Themes European Luxury ETF 3.0 35 50 6.7 +5.3
VUG Vanguard Growth ETF 3.0 4 81 4.1 +2.7
OND ProShares On-Demand ETF 3.0 58 27 0.8 -0.7
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.0 55 30 4.3 +2.8
BNGE First Trust S-Network Streaming and Gaming ETF 3.0 70 15 3.2 +1.8
FDNI First Trust Dow Jones International Internet ETF 3.0 65 20 19.2 +17.8
FPXE First Trust IPOX Europe Equity Opportunities ETF 3.0 70 15 4.9 +3.5
FPXI First Trust International Equity Opportunities ETF 3.0 70 15 3.6 +2.2
GGME Invesco Next Gen Media and Gaming ETF 3.0 60 25 4.5 +3.1
EWD iShares MSCI Sweden ETF 3.0 54 31 5.4 +4.0
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 3.0 65 20 3.7 +2.3
TOGA Tremblant Global ETF 3.0 69 16 1.7 +0.3
ABFL Abacus FCF Leaders ETF 3.0 59 26 5.4 +4.0
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.0 35 50 7.1 +5.7
HAIL SPDR S&P Kensho Smart Mobility ETF 3.0 45 40 2.6 +1.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 2.9 12 73 4.6 +3.2
XAR SPDR S&P Aerospace & Defense ETF 2.9 35 50 2.0 +0.6
SCDV Bahl & Gaynor Small Cap Dividend ETF 2.9 70 15 4.8 +3.4
CATH Global X S&P 500 Catholic Values Custom ETF 2.9 29 56 4.9 +3.5
VUSE Vident U.S. Equity Strategy ETF 2.9 50 35 4.5 +3.1
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.9 15 70 5.1 +3.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.9 20 65 4.9 +3.5
GLBL Pacer MSCI World Industry Advantage ETF 2.9 65 20 4.5 +3.1
SMAP Amplify Small-Mid Cap Equity ETF 2.9 60 25 5.5 +4.1
SMCF Themes US Small Cap Cash Flow Champions ETF 2.9 29 56 13.2 +11.8
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.9 3 82 5.4 +4.0
JHML John Hancock Multifactor Large Cap ETF 2.9 29 56 5.5 +4.1
FOVL iShares Focused Value Factor ETF 2.9 25 60 10.1 +8.7
MDLV Morgan Dempsey Large Cap Value ETF 2.9 58 27 7.6 +6.1
IUSG iShares Core S&P U.S. Growth ETF 2.9 4 81 4.4 +2.9
JHMM John Hancock Multifactor Mid Cap ETF 2.9 42 43 6.5 +5.1
PBJ Invesco Food & Beverage ETF 2.9 57 28 4.8 +3.4
FFLC Fidelity Fundamental Large Cap Core ETF 2.9 38 47 4.8 +3.4
VCLN Virtus Duff & Phelps Clean Energy ETF 2.9 59 26 5.8 +4.4
IWF iShares Russell 1000 Growth ETF 2.9 19 66 4.5 +3.1
VONG Vanguard Russell 1000 Growth ETF 2.9 8 77 4.6 +3.2
XVV iShares ESG Screened S&P 500 ETF 2.9 8 77 5.1 +3.6
DIVZ TrueShares Low Volatility Equity Income ETF 2.9 65 20 6.6 +5.1
DVY iShares Select Dividend ETF 2.9 38 47 9.4 +7.9
SMLF iShares U.S. SmallCap Equity Factor ETF 2.9 15 70 6.5 +5.1
DSPY Tema S&P 500 Historical Weight ETF 2.9 18 67 5.3 +3.9
SMOG VanEck Low Carbon Energy ETF 2.8 61 24 1.6 +0.1
MGC Vanguard Mega Cap ETF 2.8 7 78 4.9 +3.5
SPMO Invesco S&P 500 Momentum ETF 2.8 13 72 3.8 +2.4
MDCP VictoryShares THB Mid Cap ESG ETF 2.8 55 30 5.8 +4.4
XMHQ Invesco S&P MidCap Quality ETF 2.8 25 60 6.8 +5.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.8 10 75 5.4 +4.0
TAX Cambria Tax Aware ETF 2.8 49 36 5.2 +3.7
PFM Invesco Dividend Achievers ETF 2.8 53 32 5.4 +4.0
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.8 12 73 4.7 +3.3
SPXE ProShares S&P 500 Ex-Energy ETF 2.8 9 76 5.0 +3.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.8 9 76 6.2 +4.8
ADME Aptus Drawdown Managed Equity ETF 2.8 79 6 4.2 +2.8
TOK iShares MSCI Kokusai ETF 2.8 26 59 5.3 +3.9
FDRR Fidelity Dividend ETF for Rising Rates 2.8 15 70 7.6 +6.2
OALC OneAscent Large Cap Core ETF 2.8 86 -1 4.3 +2.9
FTA First Trust Large Cap Value AlphaDEX Fund 2.8 59 26 9.3 +7.9
RSPT Invesco S&P 500 Equal Weight Technology ETF 2.8 40 45 5.6 +4.2
JEPI JPMorgan Equity Premium Income ETF 2.8 35 50 5.7 +4.2
FLQL Franklin LibertyQ U.S. Equity ETF 2.8 15 70 5.6 +4.2
IVW iShares S&P 500 Growth ETF 2.8 18 67 4.2 +2.7
VOOG Vanguard S&P 500 Growth ETF 2.8 10 75 4.2 +2.8
SPYG SPDR Portfolio S&P 500 Growth ETF 2.8 4 81 4.3 +2.9
FDLS Inspire Fidelis Multi Factor ETF 2.8 76 9 5.1 +3.7
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.7 32 53 5.1 +3.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.7 45 40 4.7 +3.3
FDFF Fidelity Disruptive Finance ETF 2.7 50 35 4.0 +2.6
SHLD Global X Defense Tech ETF 2.7 50 35 3.4 +2.0
CSMD Congress SMid Growth ETF 2.7 69 16 4.0 +2.6
LST Leuthold Select Industries ETF 2.7 91 -6 5.6 +4.2
IETC iShares U.S. Tech Independence Focused ETF 2.7 18 67 3.9 +2.5
OGIG ALPS O'Shares Global Internet Giants ETF 2.7 48 37 1.6 +0.2
NACP Impact Shares NAACP Minority Empowerment ETF 2.7 49 36 5.0 +3.6
GRPM Invesco S&P MidCap 400 GARP ETF 2.7 35 50 9.4 +8.0
CHGX AXS Change Finance ESG ETF 2.7 49 36 4.9 +3.5
FFOG Franklin Focused Growth ETF 2.7 61 24 2.5 +1.0
FUNL CornerCap Fundametrics Large-Cap ETF 2.7 50 35 7.5 +6.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 2.7 75 10 7.3 +5.9
SIZE iShares MSCI USA Size Factor ETF 2.7 15 70 5.9 +4.5
MGK Vanguard Mega Cap Growth ETF 2.6 7 78 4.2 +2.8
DCOR Dimensional US Core Equity 1 ETF 2.6 14 71 5.6 +4.2
IXN iShares Global Tech ETF 2.6 41 44 4.1 +2.7
URTH iShares MSCI World ETF 2.6 24 61 5.4 +4.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.6 60 25 10.1 +8.7
EUSA iShares MSCI USA Equal Weighted ETF 2.6 9 76 6.2 +4.8
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 2.6 46 39 5.5 +4.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.6 24 61 8.2 +6.8
ONEY SPDR Russell 1000 Yield Focus ETF 2.6 20 65 9.8 +8.3
QGRW WisdomTree U.S. Quality Growth Fund 2.6 28 57 4.3 +2.9
DSMC Distillate Small/Mid Cash Flow ETF 2.6 55 30 13.5 +12.1
GSPY Gotham Enhanced 500 ETF 2.6 50 35 5.5 +4.1
MOTO SmartETFs Smart Transportation & Technology ETF 2.6 68 17 7.6 +6.2
NUMG Nuveen ESG Mid-Cap Growth ETF 2.6 31 54 2.5 +1.1
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 2.6 58 27 5.0 +3.6
OCFS Otter Creek Focus Strategy ETF 2.6 85 0 3.7 +2.3
KOKU Xtrackers MSCI Kokusai Equity ETF 2.5 9 76 5.4 +4.0
VONV Vanguard Russell 1000 Value ETF 2.5 8 77 6.7 +5.3
IWD iShares Russell 1000 Value ETF 2.5 19 66 6.6 +5.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.5 15 70 4.8 +3.4
VLUE iShares MSCI USA Value Factor ETF 2.5 15 70 10.2 +8.8
CVAR Cultivar ETF 2.5 87 -2 7.2 +5.8
FMAT Fidelity MSCI Materials Index ETF 2.5 8 77 6.5 +5.1
FXZ First Trust Materials AlphaDEX Fund 2.5 61 24 11.5 +10.0
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 2.5 60 25 7.1 +5.7
RSPM Invesco S&P 500 Equal Weight Materials ETF 2.5 40 45 7.8 +6.4
ICOP iShares Copper and Metals Mining ETF 2.5 47 38 9.8 +8.4
IYM iShares U.S. Basic Materials ETF 2.5 40 45 6.9 +5.4
XLB Materials Select Sector SPDR Fund 2.5 8 77 6.2 +4.8
XME SPDR S&P Metals & Mining ETF 2.5 35 50 9.8 +8.3
AGMI Themes Silver Miners ETF 2.5 35 50 6.3 +4.9
VAW Vanguard Materials ETF 2.5 10 75 6.5 +5.1
XLG Invesco S&P 500 Top 50 ETF 2.5 20 65 4.7 +3.3
HDUS Hartford Disciplined US Equity ETF 2.5 19 66 5.9 +4.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.5 75 10 4.2 +2.8
BUL Pacer US Cash Cows Growth ETF 2.5 60 25 6.1 +4.7
ANEW ProShares MSCI Transformational Changes ETF 2.5 45 40 6.2 +4.8
IWY iShares Russell Top 200 Growth ETF 2.5 20 65 4.7 +3.3
ABOT Abacus FCF Innovation Leaders ETF 2.5 69 16 4.4 +3.0
CARZ First Trust NASDAQ Global Auto Index Fund 2.5 70 15 6.0 +4.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.5 25 60 6.0 +4.6
AVUS Avantis U.S. Equity ETF 2.5 15 70 6.1 +4.6
IMTM iShares MSCI Intl Momentum Factor ETF 2.4 30 55 5.5 +4.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.4 18 67 7.8 +6.3
FFSM Fidelity Fundamental Small-Mid Cap ETF 2.4 43 42 6.3 +4.9
STXV Strive 1000 Value ETF 2.4 18 67 8.3 +6.8
ABEQ Absolute Select Value ETF 2.4 85 0 4.8 +3.4
FLCA Franklin FTSE Canada ETF 2.4 9 76 6.9 +5.5
EWC iShares MSCI Canada ETF 2.4 50 35 6.5 +5.1
AUMI Themes Gold Miners ETF 2.4 35 50 6.2 +4.7
ONEO SPDR Russell 1000 Momentum Focus ETF 2.4 20 65 7.1 +5.6
SDOG ALPS Sector Dividend Dogs ETF 2.4 36 49 9.5 +8.1
OEF iShares S&P 100 ETF 2.4 20 65 4.8 +3.4
EQAL Invesco Russell 1000 Equal Weight ETF 2.4 20 65 7.1 +5.6
KLMT Invesco MSCI Global Climate 500 ETF 2.4 10 75 6.0 +4.6
FTRI First Trust Indxx Global Natural Resources Income ETF 2.4 70 15 8.6 +7.2
GOAU U.S. Global GO GOLD and Precious Metal Miners ETF 2.4 60 25 4.2 +2.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.4 9 76 5.4 +4.0
DGIN VanEck Digital India ETF 2.4 71 14 1.9 +0.5
TTAC FCF US Quality ETF 2.4 59 26 6.2 +4.8
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.4 25 60 5.3 +3.9
ARKQ ARK Autonomous Technology & Robotics ETF 2.4 75 10 0.5 -0.9
DAT ProShares Big Data Refiners ETF 2.4 58 27 2.0 +0.6
FCLD Fidelity Cloud Computing ETF 2.4 39 46 3.1 +1.7
IGV iShares Expanded Tech-Software Sector ETF 2.4 41 44 2.7 +1.3
CLOD Themes Cloud Computing ETF 2.4 35 50 3.0 +1.5
MVPA Miller Value Partners Appreciation ETF 2.4 60 25 8.5 +7.1
PBW Invesco WilderHill Clean Energy ETF 2.4 66 19 -5.2 -6.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 2.4 35 50 7.9 +6.5
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 2.4 38 47 7.9 +6.5
RAFE PIMCO RAFI ESG U.S. ETF 2.4 29 56 7.5 +6.1
ACWI iShares MSCI ACWI ETF 2.3 32 53 5.8 +4.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.3 49 36 4.3 +2.9
PRF Invesco FTSE RAFI US 1000 ETF 2.3 39 46 7.1 +5.7
IDRV iShares Self-driving EV & Tech ETF 2.3 47 38 2.5 +1.1
FEGE First Eagle Global Equity ETF 2.3 79 6 7.2 +5.8
PSCI Invesco S&P SmallCap Industrials ETF 2.3 29 56 5.8 +4.4
ARGT Global X MSCI Argentina ETF 2.3 59 26 3.4 +2.0
GVUS Marketbeta Russell 1000 Value Equity ETF 2.3 12 73 6.7 +5.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.3 7 78 6.3 +4.9
POWA Invesco Bloomberg Pricing Power ETF 2.3 40 45 5.6 +4.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.3 10 75 4.5 +3.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.3 29 56 4.4 +3.0
ICAP InfraCap Equity Income Fund ETF 2.3 171 -86 7.0 +5.6
IUS Invesco RAFI Strategic US ETF 2.3 19 66 6.9 +5.5
JGLO JPMorgan Global Select Equity ETF 2.3 33 52 5.1 +3.7
FMDE Fidelity Enhanced Mid Cap ETF 2.2 23 62 5.9 +4.5
ULVM VictoryShares US Value Momentum ETF 2.2 20 65 7.4 +6.0
NZUS SPDR MSCI USA Climate Paris Aligned ETF 2.2 10 75 4.5 +3.0
DFAC Dimensional U.S. Core Equity 2 ETF 2.2 17 68 5.8 +4.4
RND First Trust Bloomberg R&D Leaders ETF 2.2 60 25 3.8 +2.4
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 2.2 72 13 -0.9 -2.3
LIT Global X Lithium & Battery Tech ETF 2.2 75 10 6.0 +4.6
ACES ALPS Clean Energy ETF 2.2 55 30 -3.3 -4.8
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 2.2 58 27 -3.1 -4.5
DFSU Dimensional US Sustainability Core 1 ETF 2.2 18 67 5.6 +4.2
CLNR IQ Cleaner Transport ETF 2.2 45 40 6.9 +5.5
FEOE First Eagle Overseas Equity ETF 2.2 79 6 8.4 +6.9
XES SPDR S&P Oil & Gas Equipment & Services ETF 2.2 35 50 3.7 +2.3
BFOR ALPS Barron's 400 ETF 2.2 65 20 6.1 +4.6
UFO Procure Space ETF 2.2 75 10 -1.8 -3.2
IWX iShares Russell Top 200 Value ETF 2.2 20 65 6.4 +5.0
BPAY BlackRock Future Financial and Technology ETF 2.2 70 15 7.3 +5.9
BMVP Invesco Bloomberg MVP Multi-factor ETF 2.2 29 56 6.1 +4.7
DEUS Xtrackers Russell US Multifactor ETF 2.2 17 68 7.0 +5.6
DIHP Dimensional International High Profitability ETF 2.2 29 56 7.3 +5.9
RSPG Invesco S&P 500 Equal Weight Energy ETF 2.2 40 45 11.1 +9.6
ZIG Acquirers Fund 2.2 84 1 20.5 +19.1
AFLG First Trust Active Factor Large Cap ETF 2.2 55 30 6.2 +4.8
VT Vanguard Total World Stock ETF 2.1 7 78 6.2 +4.7
DUHP Dimensional US High Profitability ETF 2.1 21 64 6.4 +5.0
ROUS Hartford Multifactor US Equity ETF 2.1 19 66 7.2 +5.8
VTV Vanguard Value ETF 2.1 4 81 7.1 +5.6
KOMP SPDR S&P Kensho New Economies Composite ETF 2.1 20 65 3.5 +2.0
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 2.1 41 44 5.3 +3.9
SCHV Schwab U.S. Large-Cap Value ETF 2.1 4 81 6.9 +5.5
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.1 95 -10 0.6 -0.8
BLES Inspire Global Hope ETF 2.1 61 24 6.9 +5.5
FNDX Schwab Fundamental US Large Co. Index ETF 2.1 25 60 7.4 +6.0
ONEV SPDR Russell 1000 Low Volatility Focus ETF 2.1 20 65 7.6 +6.2
VSLU Applied Finance Valuation Large Cap ETF 2.1 49 36 5.8 +4.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.1 15 70 7.5 +6.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.1 12 73 5.3 +3.9
FLDZ RiverNorth Patriot ETF 2.0 75 10 5.8 +4.4
IMOM Alpha Architect International Quantitative Momentum ETF 2.0 49 36 4.6 +3.2
ARVR First Trust Indxx Metaverse ETF 2.0 70 15 4.4 +3.0
FILL iShares MSCI Global Energy Producers ETF 2.0 39 46 12.3 +10.9
FLOW Global X U.S. Cash Flow Kings 100 ETF 2.0 25 60 11.8 +10.4
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 60 6.2 +4.8
ESGG FlexShares STOXX Global ESG Select Index Fund 2.0 42 43 5.6 +4.2
GLOF iShares Global Equity Factor ETF 2.0 20 65 6.9 +5.5
IBUY Amplify Online Retail ETF 2.0 65 20 3.0 +1.5
SHUS Syntax Stratified U.S. Total Market Hedged ETF 2.0 65 20 6.4 +5.0
SSPY Syntax Stratified LargeCap ETF 2.0 30 55 6.7 +5.3
AADR AdvisorShares Dorsey Wright ADR ETF 2.0 110 -25 5.0 +3.6
VBK Vanguard Small-Cap Growth ETF 2.0 7 78 1.9 +0.5
DRUP GraniteShares Nasdaq Select Disruptors ETF 2.0 60 25 4.1 +2.7
SDEP SFP Core Equity Strategy 2.0 10 75 6.5 +5.1
ADIV SmartETFs Asia Pacific Dividend Builder ETF 2.0 78 7 9.9 +8.5
DIVS SmartETFs Dividend Builder ETF 2.0 65 20 5.0 +3.6
FDLO Fidelity Low Volatility Factor ETF 2.0 15 70 5.5 +4.1
PSET Principal Quality ETF 2.0 15 70 5.4 +4.0
PY Principal Value ETF 2.0 15 70 7.4 +6.0
TDV ProShares S&P Technology Dividend Aristocrats ETF 2.0 45 40 5.5 +4.1
USMC Principal U.S. Mega-Cap ETF 2.0 12 73 4.7 +3.2
WUGI AXS Esoterica NextG Economy ETF 2.0 75 10 2.6 +1.2
YLDE ClearBridge Dividend Strategy ESG ETF 2.0 60 25 5.9 +4.5
CGUS Capital Group Core Equity ETF 2.0 33 52 4.6 +3.1
CGDV Capital Group Dividend Value ETF 2.0 33 52 4.8 +3.4
CGGO Capital Group Global Growth Equity ETF 2.0 47 38 4.9 +3.5
QLTY GMO U.S. Quality ETF 2.0 50 35 4.9 +3.5
CGDG Capital Group Dividend Growers ETF 2.0 47 38 6.3 +4.9
LRGC AB US Large Cap Strategic Equities ETF 2.0 48 37 4.8 +3.3
LOWV AB US Low Volatility Equity ETF 2.0 48 37 5.2 +3.8
CIBR First Trust NASDAQ Cybersecurity ETF 2.0 60 25 3.9 +2.5
EMOT First Trust S&P 500 Economic Moat ETF 2.0 60 25 6.9 +5.5
XPND First Trust Expanded Technology ETF 2.0 65 20 4.1 +2.6
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 2.0 39 46 3.8 +2.4
IOO iShares Global 100 ETF 2.0 41 44 5.2 +3.8
QTOP iShares Nasdaq Top 30 Stocks ETF 2.0 20 65 4.4 +3.0
TOPT iShares Top 20 U.S. Stocks ETF 2.0 20 65 4.2 +2.8
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 2.0 60 25 2.8 +1.3
TMFC Motley Fool 100 Index ETF 2.0 50 35 3.7 +2.2
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 2.0 15 70 6.2 +4.8
CAML Congress Large Cap Growth ETF 2.0 66 19 3.2 +1.8
WISE Themes Generative Artificial Intelligence ETF 2.0 35 50 0.5 -1.0
CZAR Themes Natural Monopoly ETF 2.0 35 50 5.6 +4.2
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 2.0 49 36 4.8 +3.4
USRD Themes US R&D Champions ETF 2.0 29 56 5.0 +3.5
BRIF FIS Bright Portfolios Focused Equity ETF 2.0 65 20 4.6 +3.2
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 2.0 60 25 6.9 +5.5
FNDB Schwab Fundamental US Broad Market Index ETF 2.0 25 60 7.4 +6.0
MDY SPDR S&P Midcap 400 ETF Trust 2.0 24 61 7.4 +6.0
PPIE Putnam PanAgora ESG International Equity ETF 2.0 49 36 7.6 +6.2
OAIM OneAscent International Equity ETF 2.0 95 -10 6.2 +4.7
IBOT Vaneck Robotics ETF 2.0 47 38 4.7 +3.3
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.0 65 20 3.7 +2.3
BULD Pacer BlueStar Engineering the Future ETF 2.0 60 25 1.6 +0.2
ABLG Abacus FCF International Leaders ETF 2.0 59 26 6.2 +4.8
WAR U.S. Global Tech and Aerospace & Defense ETF 2.0 60 25 3.7 +2.3
IJH iShares Core S&P Mid-Cap ETF 2.0 5 80 7.6 +6.2
GSFP Goldman Sachs Future Planet Equity ETF 2.0 75 10 4.7 +3.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 2.0 47 38 5.8 +4.3
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 2.0 79 6 5.7 +4.3
BLLD JPMorgan Sustainable Infrastructure ETF 2.0 49 36 6.2 +4.7
IQRA IQ CBRE Real Assets ETF 2.0 65 20 5.7 +4.3
CNRG SPDR S&P Kensho Clean Power ETF 2.0 45 40 0.6 -0.8
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 2.0 75 10 8.1 +6.7
AVSU Avantis Responsible U.S. Equity ETF 2.0 15 70 6.3 +4.8
MINV Matthews Asia Innovators Active ETF 2.0 79 6 7.6 +6.2
SMOT VanEck Morningstar SMID Moat ETF 2.0 49 36 6.9 +5.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.9 9 76 5.0 +3.5
SNPV Xtrackers S&P 500 Value ESG ETF 1.9 15 70 7.0 +5.5
GINN Goldman Sachs Innovate Equity ETF 1.9 52 33 4.1 +2.7
OPTZ Optimize Strategy Index ETF 1.9 50 35 5.1 +3.7
VFVA Vanguard U.S. Value Factor ETF 1.9 13 72 11.5 +10.1
BRF VanEck Brazil Small-Cap ETF 1.9 66 19 12.2 +10.7
IYC iShares U.S. Consumer Discretionary ETF 1.9 40 45 3.8 +2.3
MODL VictoryShares WestEnd U.S. Sector ETF 1.9 42 43 4.7 +3.3
FAN First Trust Global Wind Energy ETF 1.9 60 25 4.9 +3.5
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.9 3 82 7.6 +6.2
IVOO Vanguard S&P Mid-Cap 400 ETF 1.9 10 75 7.6 +6.1
RSP Invesco S&P 500 Equal Weight ETF 1.9 20 65 6.5 +5.1
QLV FlexShares US Quality Low Volatility Index Fund 1.9 22 63 5.7 +4.3
RUNN Running Oak Efficient Growth ETF 1.9 58 27 4.8 +3.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.9 9 76 6.1 +4.6
EVUS iShares ESG Aware MSCI USA Value ETF 1.9 18 67 6.9 +5.5
SCHM Schwab U.S. Mid-Cap ETF 1.9 4 81 6.9 +5.5
SXQG ETC 6 Meridian Quality Growth ETF 1.9 100 -15 4.4 +3.0
CFA VictoryShares US 500 Volatility Wtd ETF 1.9 35 50 5.9 +4.5
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.9 40 45 5.9 +4.4
YOKE Yoke Core ETF 1.8 42 43 4.4 +3.0
DFUV Dimensional US Marketwide Value ETF 1.8 22 63 8.0 +6.5
EMC Global X Emerging Markets Great Consumer ETF 1.8 75 10 8.2 +6.8
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.8 30 55 8.2 +6.7
WBIY WBI Power Factor High Dividend ETF 1.8 100 -15 17.1 +15.7
NDIV Amplify Natural Resources Dividend Income ETF 1.8 59 26 10.5 +9.0
FELV Fidelity Enhanced Large Cap Value ETF 1.8 18 67 6.9 +5.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.8 20 65 5.9 +4.5
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.8 27 58 7.0 +5.6
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.8 75 10 4.9 +3.5
COWZ Pacer US Cash Cows 100 ETF 1.8 49 36 9.5 +8.1
AVLV Avantis U.S. Large Cap Value ETF 1.8 15 70 8.0 +6.6
KONG Formidable Fortress ETF 1.8 89 -4 5.9 +4.5
AFMC First Trust Active Factor Mid Cap ETF 1.8 65 20 8.7 +7.3
IXC iShares Global Energy ETF 1.8 44 41 10.7 +9.3
EV Mast Global Battery Recycling & Production ETF 1.8 65 20 10.7 +9.3
VFMV Vanguard U.S. Minimum Volatility ETF 1.8 13 72 5.7 +4.2
QDF FlexShares Quality Dividend Index Fund 1.8 37 48 6.5 +5.1
GVLU Gotham 1000 Value ETF 1.8 50 35 9.1 +7.7
FFND Future Fund Active ETF 1.8 100 -15 4.6 +3.1
SIXL ETC 6 Meridian Low Beta Equity ETF 1.8 80 5 6.1 +4.7
QDIV Global X S&P 500 Quality Dividend ETF 1.8 20 65 8.5 +7.1
ITA iShares U.S. Aerospace & Defense ETF 1.7 40 45 2.0 +0.6
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.7 48 37 8.3 +6.8
FDCF Fidelity Disruptive Communications ETF 1.7 50 35 3.3 +1.9
LRGE ClearBridge Large Cap Growth ESG ETF 1.7 59 26 3.9 +2.5
VLU SPDR S&P 1500 Value Tilt ETF 1.7 12 73 7.8 +6.4
TMFX Motley Fool Next Index ETF 1.7 50 35 2.8 +1.4
FVAL Fidelity Value Factor ETF 1.7 15 70 7.2 +5.8
RFV Invesco S&P Midcap 400 Pure Value ETF 1.7 35 50 14.0 +12.6
VIS Vanguard Industrials ETF 1.7 10 75 4.7 +3.3
PBD Invesco Global Clean Energy ETF 1.7 75 10 0.5 -1.0
WLDR Affinity World Leaders Equity ETF 1.7 67 18 7.9 +6.5
EBI Longview Advantage ETF 1.7 35 50 6.9 +5.4
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.7 15 70 5.4 +3.9
XT iShares Exponential Technologies ETF 1.7 46 39 5.6 +4.2
SIMS SPDR S&P Kensho Intelligent Structures ETF 1.7 45 40 6.4 +5.0
VB Vanguard Small-Cap ETF 1.7 5 80 6.3 +4.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.7 65 20 3.4 +2.0
AIEQ AI Powered Equity ETF 1.7 75 10 5.3 +3.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.7 24 61 8.0 +6.6
DFLV Dimensional US Large Cap Value ETF 1.7 22 63 8.2 +6.7
FAB First Trust Multi Cap Value AlphaDEX Fund 1.7 67 18 10.5 +9.0
KCE SPDR S&P Capital Markets ETF 1.7 35 50 5.9 +4.5
VAMO Cambria Value & Momentum ETF 1.6 61 24 6.7 +5.3
XJH iShares ESG Screened S&P Mid-Cap ETF 1.6 12 73 7.3 +5.9
RSPN Invesco S&P 500 Equal Weight Industrials ETF 1.6 40 45 4.9 +3.5
PWV Invesco Large Cap Value ETF 1.6 55 30 7.5 +6.1
FXD First Trust Consumer Discretionary AlphaDEX Fund 1.6 61 24 7.7 +6.3
ETEC iShares Breakthrough Environmental Solutions ETF 1.6 47 38 3.7 +2.3
DFVX Dimensional US Large Cap Vector ETF 1.6 22 63 6.5 +5.0
AFSM First Trust Active Factor Small Cap ETF 1.6 75 10 7.7 +6.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.6 18 67 5.6 +4.2
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.6 19 66 5.3 +3.9
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.6 30 55 4.7 +3.3
QDEF FlexShares Quality Dividend Defensive Index Fund 1.6 37 48 6.2 +4.8
RNSC Furst Trust Small Cap US Equity Select ETF 1.5 60 25 5.9 +4.5
STXM Strive Mid-Cap ETF 1.5 18 67 6.5 +5.0
PRAY FIS Christian Stock Fund 1.5 69 16 5.4 +4.0
NULC Nuveen ESG Large-Cap ETF 1.5 21 64 4.9 +3.5
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 1.5 12 73 5.6 +4.2
MGV Vanguard Mega Cap Value ETF 1.5 7 78 6.8 +5.4
FDM First Trust Dow Jones Select MicroCap Index Fund 1.5 60 25 8.2 +6.8
IDHQ Invesco S&P International Developed High Quality ETF 1.5 29 56 6.7 +5.2
IWO iShares Russell 2000 Growth ETF 1.5 24 61 1.4 -0.0
RGEF Rockefeller Global Equity ETF 1.5 55 30 5.1 +3.7
VTWG Vanguard Russell 2000 Growth ETF 1.5 15 70 1.5 +0.1
SURE AdvisorShares Insiders Advantage ETF 1.5 90 -5 9.9 +8.5
SAGP Strategas Global Policy Opportunities ETF 1.5 65 20 5.4 +3.9
KRMA Global X Conscious Companies ETF 1.5 43 42 5.9 +4.5
VBR Vanguard Small Cap Value ETF 1.4 7 78 9.4 +8.0
RWK Invesco S&P MidCap 400 Revenue ETF 1.4 39 46 9.8 +8.4
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.4 15 70 9.4 +8.0
FIDU Fidelity MSCI Industrial Index ETF 1.4 8 77 4.6 +3.2
FSMD Fidelity Small-Mid Multifactor ETF 1.4 15 70 7.3 +5.8
TBG TBG Dividend Focus ETF 1.4 59 26 8.0 +6.5
VFQY Vanguard U.S. Quality Factor ETF 1.4 13 72 6.4 +5.0
DFSI Dimensional International Sustainability Core 1 ETF 1.4 24 61 6.6 +5.2
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.4 35 50 6.0 +4.6
HLAL Wahed FTSE USA Shariah ETF 1.4 50 35 5.0 +3.6
WRND IQ Global Equity R&D Leaders ETF 1.4 18 67 8.9 +7.5
FYC First Trust Small Cap Growth AlphaDEX Fund 1.4 71 14 0.5 -0.9
HLGE Hartford Longevity Economy ETF 1.4 44 41 6.4 +5.0
SDY SPDR S&P Dividend ETF 1.4 35 50 6.5 +5.1
SFYX SoFi Next 500 ETF 1.4 0 85 5.9 +4.4
CRTC Xtrackers US National Critical Technologies ETF 1.4 35 50 5.1 +3.7
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.3 40 45 3.8 +2.4
AVSD Avantis Responsible International Equity ETF 1.3 23 62 5.9 +4.4
ACSI American Customer Satisfaction ETF 1.3 65 20 4.9 +3.5
FBCV Fidelity Blue Chip Value ETF 1.3 59 26 7.5 +6.1
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.3 17 68 6.1 +4.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.3 15 70 7.5 +6.1
DGT SPDR Global Dow ETF 1.3 50 35 7.5 +6.0
SPGP Invesco S&P 500 GARP ETF 1.3 34 51 9.5 +8.0
SQLV Royce Quant Small-Cap Quality Value ETF 1.3 60 25 10.0 +8.6
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.3 60 25 10.1 +8.7
APIE ActivePassive International Equity ETF 1.2 45 40 7.6 +6.2
VOOV Vanguard S&P 500 Value ETF 1.2 10 75 6.5 +5.1
IVE iShares S&P 500 Value ETF 1.2 18 67 6.4 +5.0
BKWO BNY Mellon Women's Opportunities ETF 1.2 50 35 3.8 +2.3
SPYV SPDR Portfolio S&P 500 Value ETF 1.2 4 81 6.5 +5.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.2 80 5 8.1 +6.6
XMLV Invesco S&P MidCap Low Volatility ETF 1.2 25 60 7.8 +6.4
SMMD iShares Russell 2500 ETF 1.2 15 70 6.6 +5.2
IUSV iShares Core S&P US Value ETF 1.2 4 81 6.7 +5.3
ISCG iShares Morningstar Small-Cap Growth ETF 1.2 6 79 2.9 +1.5
RWL Invesco S&P 500 Revenue ETF 1.2 39 46 6.9 +5.5
IWC iShares Micro-Cap ETF 1.2 60 25 -0.7 -2.1
DMXF iShares ESG Advanced MSCI EAFE ETF 1.2 12 73 5.5 +4.1
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.2 65 20 8.2 +6.8
FESM Fidelity Enhanced Small Cap ETF 1.2 28 57 8.1 +6.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.2 29 56 8.9 +7.5
NULG Nuveen ESG Large-Cap Growth ETF 1.2 26 59 3.4 +2.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.2 60 25 7.3 +5.9
LGCF Themes US Cash Flow Champions ETF 1.2 30 55 8.5 +7.1
SNPE Xtrackers S&P 500 ESG ETF 1.2 10 75 5.3 +3.9
EFG iShares MSCI EAFE Growth ETF 1.2 36 49 4.4 +3.0
XLI Industrial Select Sector SPDR Fund 1.2 8 77 4.4 +3.0
IYJ iShares U.S. Industrials ETF 1.1 40 45 4.5 +3.1
AVDE Avantis International Equity ETF 1.1 23 62 7.9 +6.5
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.1 60 25 8.2 +6.8
NANC Unusual Whales Subversive Democratic Trading ETF 1.1 75 10 3.9 +2.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.1 20 65 6.6 +5.2
DSTL Distillate US Fundamental Stability & Value ETF 1.1 39 46 8.4 +7.0
XSW SPDR S&P Software & Services ETF 1.1 35 50 1.8 +0.4
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.1 49 36 12.3 +10.9
DFAI Dimensional International Core Equity Market ETF 1.1 18 67 7.5 +6.0
USCF Themes US Cash Flow Champions ETF 1.1 29 56 9.1 +7.7
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.1 60 25 4.6 +3.2
JETS U.S. Global Jets ETF 1.1 60 25 3.8 +2.4
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.1 56 29 6.4 +5.0
PPA Invesco Aerospace & Defense ETF 1.1 58 27 2.7 +1.3
QVML Invesco S&P 500 QVM Multi-factor ETF 1.1 11 74 5.3 +3.8
DLN WisdomTree U.S. LargeCap Dividend Fund 1.1 28 57 6.2 +4.7
OSCV Opus Small Cap Value ETF 1.0 79 6 6.9 +5.5
XRT SPDR S&P Retail ETF 1.0 35 50 8.8 +7.4
DRIV Global X Autonomous & Electric Vehicles ETF 1.0 68 17 6.6 +5.2
SVAL iShares US Small Cap Value Factor ETF 1.0 20 65 11.2 +9.8
NUMV Nuveen ESG Mid-Cap Value ETF 1.0 31 54 7.1 +5.6
DTD WisdomTree U.S. Total Dividend Fund 1.0 28 57 6.5 +5.1
JQUA JPMorgan U.S. Quality Factor ETF 1.0 12 73 5.9 +4.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.0 19 66 6.5 +5.1
AVIV Avantis International Large Cap Value ETF 1.0 25 60 9.1 +7.7
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.0 49 36 9.7 +8.3
JAVA JPMorgan Active Value ETF 1.0 44 41 6.6 +5.1
SPXT ProShares S&P 500 Ex-Technology ETF 1.0 9 76 5.7 +4.3
PSC Principal U.S. Small-Cap ETF 1.0 38 47 7.0 +5.6
VFMF Vanguard U.S. Multifactor ETF 1.0 18 67 8.3 +6.9
BOUT Innovator IBD Breakout Opportunities ETF 1.0 81 4 3.1 +1.7
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -21 12.3 +10.9
NUDV Nuveen ESG Dividend ETF 1.0 26 59 7.5 +6.1
TOLL Tema Monopolies and Oligopolies ETF 0.9 75 10 3.7 +2.3
SPVM Invesco S&P 500 Value with Momentum ETF 0.9 39 46 8.5 +7.0
IWM iShares Russell 2000 ETF 0.9 19 66 4.7 +3.3
DVLU First Trust Dorsey Wright Momentum & Value ETF 0.9 60 25 7.8 +6.3
HAPY Harbor Human Capital Factor Unconstrained ETF 0.9 50 35 5.7 +4.3
QUS SPDR MSCI USA StrategicFactors ETF 0.9 15 70 5.8 +4.4
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.9 14 71 6.4 +5.0
VTWO Vanguard Russell 2000 ETF 0.9 10 75 4.7 +3.3
BATT Amplify Lithium & Battery Technology ETF 0.9 59 26 3.7 +2.3
DFAS Dimensional U.S. Small Cap ETF 0.9 26 59 6.8 +5.4
XLSR SPDR SSGA U.S. Sector Rotation ETF 0.9 70 15 0.0 -1.4
RSSL Global X Russell 2000 ETF 0.9 8 77 4.7 +3.3
FVD First Trust Value Line Dividend Index Fund 0.9 65 20 6.2 +4.8
SUSL iShares ESG MSCI USA Leaders ETF 0.9 10 75 5.1 +3.7
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.9 8 77 5.2 +3.8
USMF WisdomTree U.S. Multifactor Fund 0.9 28 57 6.7 +5.2
FYX First Trust Small Cap Core AlphaDEX Fund 0.9 61 24 6.6 +5.2
GINX SGI Enhanced Global Income ETF 0.9 98 -13 7.4 +5.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.9 39 46 6.1 +4.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.9 4 81 6.3 +4.9
ITAN Sparkline Intangible Value ETF 0.9 50 35 6.5 +5.1
QINT American Century Quality Diversified International ETF 0.9 39 46 7.6 +6.1
IJT iShares S&P Small-Cap 600 Growth ETF 0.9 18 67 5.7 +4.3
EPS WisdomTree U.S. LargeCap Fund 0.9 8 77 6.0 +4.6
INCE Franklin Income Equity Focus ETF 0.9 29 56 5.7 +4.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.9 70 15 2.9 +1.5
FPX First Trust US Equity Opportunities ETF 0.9 61 24 1.1 -0.3
JHSC John Hancock Multifactor Small Cap ETF 0.9 42 43 7.0 +5.6
DIVB iShares Core Dividend ETF 0.8 5 80 7.9 +6.4
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 0.8 61 24 6.8 +5.4
SLYG SPDR S&P 600 Small Cap Growth ETF 0.8 15 70 5.7 +4.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.8 7 78 5.2 +3.8
ISCB iShares Morningstar Small-Cap ETF 0.8 4 81 6.3 +4.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.8 10 75 5.1 +3.7
UIVM VictoryShares International Value Momentum ETF 0.8 35 50 9.6 +8.2
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.8 35 50 4.3 +2.9
DFIC Dimensional International Core Equity 2 ETF 0.8 23 62 7.8 +6.4
DON WisdomTree U.S. MidCap Dividend Fund 0.8 38 47 8.9 +7.5
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.8 20 65 6.1 +4.7
WOMN Impact Shares YWCA Women's Empowerment ETF 0.8 75 10 5.3 +3.9
ZECP Zacks Earnings Consistent Portfolio ETF 0.8 55 30 5.0 +3.6
IEUR iShares Core MSCI Europe ETF 0.8 11 74 7.4 +6.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.8 39 46 6.7 +5.3
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.8 86 -1 13.5 +12.0
EZM WisdomTree U.S. MidCap Fund 0.8 38 47 9.4 +8.0
FPAG FPA Global Equity ETF 0.8 49 36 6.1 +4.6
UMMA Wahed Dow Jones Islamic World ETF 0.7 65 20 5.3 +3.8
FDL First Trust Morningstar Dividend Leaders Index Fund 0.7 45 40 9.5 +8.1
AVUV Avantis U.S. Small Cap Value ETF 0.7 25 60 10.5 +9.1
DSI iShares MSCI KLD 400 Social ETF 0.7 25 60 5.1 +3.6
NIXT Research Affiliates Deletions ETF 0.7 9 76 5.8 +4.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.7 65 20 3.2 +1.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.7 9 76 4.7 +3.3
IJJ iShares S&P Mid-Cap 400 Value ETF 0.7 18 67 9.2 +7.8
IYF iShares U.S. Financials ETF 0.7 40 45 6.1 +4.6
ETHO Etho Climate Leadership U.S. ETF 0.7 47 38 5.6 +4.2
FCOM Fidelity MSCI Communication Services Index ETF 0.7 8 77 5.0 +3.6
BLCV iShares Large Cap Value Active ETF 0.7 53 32 7.5 +6.1
MDYV SPDR S&P 400 Mid Cap Value ETF 0.7 15 70 9.2 +7.8
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.7 15 70 6.1 +4.7
BKSE BNY Mellon US Small Cap Core Equity ETF 0.7 4 81 6.3 +4.9
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.7 46 39 6.6 +5.2
KNO AXS Knowledge Leaders ETF 0.7 78 7 6.1 +4.7
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 0.7 85 0 10.5 +9.0
SCHA Schwab U.S. Small-Cap ETF 0.7 4 81 6.5 +5.0
IYG iShares US Financial Services ETF 0.7 40 45 5.5 +4.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.7 15 70 9.2 +7.8
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.7 20 65 5.7 +4.3
STXK Strive Small-Cap ETF 0.7 18 67 6.4 +5.0
IDEV iShares Core MSCI International Developed Markets ETF 0.7 4 81 7.3 +5.9
ERTH Invesco MSCI Sustainable Future ETF 0.7 62 23 3.5 +2.1
IGRO iShares International Dividend Growth ETF 0.6 15 70 7.3 +5.9
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.6 55 30 10.6 +9.2
REVS Columbia Research Enhanced Value ETF 0.6 19 66 7.9 +6.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.6 25 60 6.0 +4.6
HAPI Harbor Human Capital Factor US Large Cap ETF 0.6 36 49 5.0 +3.6
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.6 35 50 6.8 +5.4
EXI iShares Global Industrials ETF 0.6 42 43 4.6 +3.2
AVSC Avantis U.S Small Cap Equity ETF 0.6 25 60 6.3 +4.9
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.6 30 55 8.4 +7.0
VALQ American Century U.S. Quality Value ETF 0.6 29 56 7.7 +6.3
CZA Invesco Zacks Mid-Cap ETF 0.6 72 13 6.5 +5.0
SPDW SPDR Portfolio Developed World ex-US ETF 0.6 3 82 7.4 +5.9
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.6 20 65 6.5 +5.1
SYLD Cambria Shareholder Yield ETF 0.6 59 26 11.8 +10.4
WWJD Inspire International ETF 0.6 80 5 7.4 +5.9
EES WisdomTree U.S. SmallCap Fund 0.6 38 47 9.3 +7.9
DFSV Dimensional US Small Cap Value ETF 0.6 31 54 10.8 +9.4
RDVY First Trust Rising Dividend Achievers ETF 0.6 50 35 7.6 +6.2
FNK First Trust Mid Cap Value AlphaDEX Fund 0.6 70 15 11.7 +10.2
NUSC Nuveen ESG Small-Cap ETF 0.6 31 54 5.6 +4.2
VOX Vanguard Communication Services ETF 0.6 10 75 5.0 +3.5
NATO Themes Transatlantic Defense ETF 0.6 35 50 2.8 +1.4
ACWX iShares MSCI ACWI ex U.S. ETF 0.6 34 51 8.0 +6.6
QUAL iShares MSCI USA Quality Factor ETF 0.6 15 70 5.3 +3.9
EFA iShares MSCI EAFE ETF 0.6 35 50 7.0 +5.6
VERS ProShares Metaverse ETF 0.6 58 27 -0.3 -1.8
JHDV John Hancock U.S. High Dividend ETF 0.6 34 51 6.9 +5.5
WCEO Hypatia Women CEO ETF 0.6 85 0 4.8 +3.3
COPY Tweedy, Browne Insider + Value ETF 0.6 80 5 12.6 +11.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.5 48 37 6.0 +4.6
EQIN Columbia US Equity Income ETF 0.5 35 50 7.0 +5.6
ISMD Inspire Small/Mid Cap ETF 0.5 54 31 6.1 +4.7
RECS Columbia Research Enhanced Core ETF 0.5 15 70 6.1 +4.6
FNCL Fidelity MSCI Financials Index ETF 0.5 8 77 6.4 +5.0
CWI SPDR MSCI ACWI ex-US ETF 0.5 30 55 8.0 +6.5
FNX First Trust Mid Cap Core AlphaDEX Fund 0.5 60 25 7.8 +6.4
RPV Invesco S&P 500 Pure Value ETF 0.5 35 50 10.8 +9.4
SPVU Invesco S&P 500 Enhanced Value ETF 0.5 13 72 10.2 +8.8
FYT First Trust Small Cap Value AlphaDEX Fund 0.5 73 12 11.6 +10.2
TPIF Timothy Plan International ETF 0.5 62 23 6.4 +5.0
ESGD iShares ESG Aware MSCI EAFE ETF 0.5 20 65 7.0 +5.6
QWLD SPDR MSCI World StrategicFactors ETF 0.5 30 55 6.2 +4.7
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.5 41 44 7.7 +6.3
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.5 12 73 6.3 +4.8
JSTC Adasina Social Justice All Cap Global ETF 0.5 89 -4 4.5 +3.1
IXUS iShares Core MSCI Total International Stock ETF 0.5 7 78 8.2 +6.7
VFH Vanguard Financials ETF 0.5 10 75 6.5 +5.0
JIG JPMorgan International Growth ETF 0.5 55 30 4.7 +3.3
IEFA iShares Core MSCI EAFE ETF 0.5 7 78 7.3 +5.9
FNDA Schwab Fundamental US Small Co. Index ETF 0.5 25 60 8.2 +6.8
SHE SPDR MSCI USA Gender Diversity ETF 0.5 20 65 5.1 +3.7
RCGE RockCreek Global Equality ETF 0.5 95 -10 6.4 +5.0
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.5 36 49 6.7 +5.3
IJR iShares Core S&P Small Cap ETF 0.5 6 79 8.0 +6.6
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 6 5.1 +3.7
TPSC Timothy Plan US Small Cap Core ETF 0.5 52 33 7.1 +5.7
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.5 8 77 4.6 +3.2
CCMG CCM Global Equity ETF 0.4 34 51 8.8 +7.4
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.4 35 50 8.1 +6.7
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.4 3 82 8.1 +6.7
DEW WisdomTree Global High Dividend Fund 0.4 58 27 8.8 +7.4
DFAT Dimensional U.S. Targeted Value ETF 0.4 28 57 10.0 +8.6
CGIE Capital Group International Equity ETF 0.4 54 31 5.0 +3.6
MADE iShares U.S. Manufacturing ETF 0.4 40 45 5.3 +3.9
VCR Vanguard Consumer Discretionary ETF 0.4 10 75 4.6 +3.2
STXI Strive International Developed Markets ETF 0.4 29 56 7.1 +5.7
USMV iShares MSCI USA Min Vol Factor ETF 0.4 15 70 5.5 +4.1
DFIV Dimensional International Value ETF 0.4 27 58 10.2 +8.8
IWN iShares Russell 2000 Value ETF 0.4 24 61 8.1 +6.7
VTWV Vanguard Russell 2000 Value ETF 0.4 15 70 8.1 +6.7
ISCV iShares Morningstar Small Cap Value ETF 0.4 6 79 9.7 +8.3
XDAT Franklin Exponential Data ETF 0.4 50 35 2.0 +0.6
RFDA RiverFront Dynamic US Dividend Advantage ETF 0.4 52 33 7.0 +5.6
FDEV Fidelity International Multifactor ETF 0.4 18 67 7.7 +6.2
CIL VictoryShares International Volatility Wtd ETF 0.4 45 40 6.8 +5.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.4 30 55 6.8 +5.4
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.4 25 60 7.3 +5.9
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.4 12 73 7.5 +6.1
JSML Janus Henderson Small Cap Growth Alpha ETF 0.4 30 55 8.1 +6.7
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.3 80 5 10.5 +9.1
DHS WisdomTree U.S. High Dividend Fund 0.3 38 47 8.3 +6.9
SNPG Xtrackers S&P 500 Growth ESG ETF 0.3 15 70 4.6 +3.2
FDG American Century Focused Dynamic Growth ETF 0.3 45 40 2.1 +0.7
BKIE BNY Mellon International Equity ETF 0.3 4 81 7.3 +5.8
HKND Humankind US Stock ETF 0.3 11 74 7.4 +6.0
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.3 47 38 9.8 +8.4
ROSC Hartford Multifactor Small Cap ETF 0.3 34 51 10.1 +8.6
ACWV iShares MSCI Global Min Vol Factor ETF 0.3 20 65 5.8 +4.4
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.3 20 65 6.7 +5.3
NULV Nuveen ESG Large-Cap Value ETF 0.3 26 59 6.4 +4.9
SCHF Schwab International Equity ETF 0.3 6 79 7.6 +6.2
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.3 25 60 7.4 +6.0
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.3 50 35 4.1 +2.7
DGRW WisdomTree US Quality Dividend Growth Fund 0.3 28 57 5.7 +4.3
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.3 38 47 10.5 +9.0
VEA Vanguard FTSE Developed Markets ETF 0.2 5 80 7.5 +6.1
VSGX Vanguard ESG International Stock ETF 0.2 12 73 8.0 +6.6
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.2 18 67 8.0 +6.6
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 46 6.9 +5.5
IEDI iShares U.S. Consumer Focused ETF 0.2 18 67 5.2 +3.8
VEGI iShares MSCI Agriculture Producers ETF 0.2 39 46 8.6 +7.1
DTAN Sparkline International Intangible Value ETF 0.2 55 30 8.4 +7.0
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.2 33 52 10.5 +9.0
EEMO Invesco S&P Emerging Markets Momentum ETF 0.2 29 56 6.7 +5.3
RODE Hartford Multifactor Diversified International ETF 0.2 29 56 11.0 +9.6
LUX Tema Luxury ETF 0.2 75 10 4.3 +2.9
GMF SPDR S&P Emerging Asia Pacific ETF 0.2 49 36 9.9 +8.5
XCNY SPDR S&P Emerging Markets ex-China ETF 0.2 15 70 7.5 +6.1
AVDV Avantis International Small Cap Value ETF 0.2 36 49 10.6 +9.1
VEU Vanguard FTSE All-World ex-US Index Fund 0.2 8 77 8.4 +6.9
JIRE JPMorgan International Research Enhanced Equity ETF 0.2 24 61 7.4 +5.9
VXUS Vanguard Total International Stock ETF 0.2 7 78 8.2 +6.8
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.2 45 40 9.2 +7.8
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.2 25 60 8.2 +6.8
VDC Vanguard Consumer Staples ETF 0.1 10 75 5.5 +4.1
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.1 39 46 8.6 +7.2
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 0.1 8 77 5.5 +4.1
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.1 35 50 9.8 +8.4
DES WisdomTree U.S. SmallCap Dividend Fund 0.1 38 47 9.6 +8.2
SCHD Schwab US Dividend Equity ETF 0.1 6 79 9.9 +8.5
FENI Fidelity Enhanced International ETF 0.1 28 57 6.9 +5.5
DWMF WisdomTree International Multifactor Fund 0.1 38 47 7.0 +5.6
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 46 6.2 +4.8
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.1 24 61 7.7 +6.3
GWX SPDR S&P International Small Cap ETF 0.1 40 45 6.7 +5.3
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 60 10.0 +8.6
AUSF Global X Adaptive U.S. Factor ETF 0.1 27 58 9.3 +7.9
BKEM BNY Mellon Emerging Markets Equity ETF 0.1 11 74 10.4 +9.0
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 49 10.2 +8.8
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 0.1 15 70 6.4 +5.0
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 78 10.8 +9.3
XBI SPDR S&P BIOTECH ETF 0.1 35 50 -3.3 -4.8
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.0 29 56 8.1 +6.6
XC WisdomTree Emerging Markets Ex-China Fund 0.0 32 53 6.1 +4.7
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.0 49 36 7.4 +6.0
IBB iShares Biotechnology ETF 0.0 45 40 0.9 -0.5
IBBQ Invesco Nasdaq Biotechnology ETF 0.0 19 66 0.8 -0.6
FHLC Fidelity MSCI Health Care Index ETF 0.0 8 77 6.5 +5.0
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.0 30 55 7.1 +5.7
VHT Vanguard Health Care ETF 0.0 10 75 6.3 +4.8

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

  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:		 Clough Select Equity 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 7.1 %
Divided by: Fwd. P/BV 3.1 x
Less: Expense ratio 85 bp
Equals: ALTAR Score 1.4 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.40 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.