Loncar Cancer Immunotherapy ETF
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- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
This fund tracks the Loncar Cancer Immunotherapy Index, an equal-weighted index of companies currently producing or in clinical trials for cancer immunotherapy drugs. |
Category | US Equities |
Fund Sponsor | US Bancorp |
Website | www.loncarfunds.com/ |
Inception date | Oct 13, 2015 |
Assets (mns) | $21 |
Currency | USD |
Expense ratio | 79 bp |
Distributions | Annually |
Regulation | Open-End Investment Company |
Custodian | |
Weighting | Equal |
Index replication | |
Uses derivatives | No |
Options available | No |
No. of constituents | 29 |
Wgt avg mkt cap (mns) | $41,681 |
Large cap (>$10bn) | 30.8% |
Mid cap ($2-10bn) | 20.5% |
Small cap (<$2bn) | 40.4% |
Developed mkts | 98.7% |
Emerging mkts | 1.3% |
MERCK & CO. INC. | 6.4 % |
BRISTOL-MYERS SQUIBB CO | 6.4 % |
ASTRAZENECA PLC-SPONS ADR | 6.1 % |
ARGENX SE ADR | 5.7 % |
REGENERON PHARMACEUTICALS | 5.5 % |
LEGEND BIOTECH CORPORATION SPONSOR | 5.3 % |
IMMUNOCORE HOLDINGS PLC SPONSORED | 5.1 % |
GILEAD SCIENCES INC | 4.6 % |
IOVANCE BIOTHERAPEUTICS INC | 4.5 % |
GENMAB A/S SPONSORED ADR | 4.3 % | Total | 54.0 % |
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UNITED STATES | 66.5 % |
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BRITAIN | 11.2 % |
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NETHERLANDS | 8.6 % |
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DENMARK | 4.4 % |
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SWITZERLAND | 3.9 % |
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CHINA | 3.8 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
-35.0% | -46.1% | -6.1% | -- | -7.1% |
versus... | Beta | R-squared |
S&P500 | 0.99 | 35% |
MSCI EAFE | 1.05 | 38% |
MSCI Emg. Mkts. | 0.85 | 29% |
Recent close | $14.36 |
30d moving avg. | $15.74 |
Annualized volatility | 31.2% |
Short interest (ETF) | 1.0% |
Short interest (Underlying) | 4.9% |
Relative strength (RSI) | 34 |
Avg. volume (thou.) | 5 |
Turnover | 0.3% |
Bid/Ask (% of price) | 0.55% |
ADV underlying (mns) | $4,340 |
FINDING ALTERNATIVE FUNDS
Below is a list of 560 potential alternatives to the Loncar Cancer Immunotherapy ETF ETF based on the alternatives' overlap in portfolio holdings with CNCR. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | CNCR | Expense: | 79 bp | ALTAR Score™: | -4.8% |
Ticker | Fund Name |
Overlap1 vs CNCR (%) |
Expense ratio (bp) |
Savings vs CNCR (bp) |
ALTAR Score™ (%) |
ALTAR vs CNCR (%) |
IEIH | iShares Evolved U.S. Innovative Healthcare ETF | 22.8 | 18 | 61 | 4.8 | +9.6 |
IBBQ | Invesco Nasdaq Biotechnology ETF | 18.4 | 0 | 79 | 0.1 | +4.8 |
PPH | VanEck Pharmaceutical ETF | 16.4 | 35 | 44 | 9.3 | +14.0 |
IBB | iShares NASDAQ Biotechnology ETF | 16.4 | 45 | 34 | 0.1 | +4.9 |
IDNA | iShares Genomics Immunology & Healthcare ETF | 16.4 | 47 | 32 | -5.6 | -0.8 |
FTXH | First Trust Nasdaq Pharmaceuticals ETF | 15.7 | 60 | 19 | 11.4 | +16.2 |
XDNA | Strategic CRISPR & Gene Editing Technology ETF | 14.8 | 78 | 1 | -5.1 | -0.3 |
PJP | Invesco Dynamic Pharmaceuticals ETF | 14.5 | 58 | 21 | 8.5 | +13.3 |
BBH | VanEck Biotech ETF | 13.9 | 35 | 44 | 5.9 | +10.6 |
PBE | Invesco Dynamic Biotechnology & Genome ETF | 12.2 | 59 | 20 | 2.6 | +7.3 |
VIRS | Pacer BioThreat Strategy ETF | 12.1 | 70 | 9 | 7.0 | +11.8 |
XPH | SPDR S&P Pharmaceuticals ETF | 12.0 | 35 | 44 | 3.4 | +8.2 |
WDNA | WisdomTree BioRevolution Fund | 11.4 | 45 | 34 | -4.0 | +0.8 |
XLV | Health Care Select Sector SPDR Fund | 11.2 | 10 | 69 | 7.6 | +12.4 |
AGNG | Global X Aging Population ETF | 11.0 | 50 | 29 | 3.8 | +8.6 |
IYH | iShares U.S. Healthcare ETF | 11.0 | 43 | 36 | 6.7 | +11.5 |
BBC | Virtus LifeSci Biotech Clinical Trials ETF | 10.9 | 79 | 0 | -26.2 | -21.5 |
QQQA | ProShares Nasdaq-100 Dorsey Wright Momentum ETF | 10.7 | 58 | 21 | 3.9 | +8.7 |
APXH | Apex Healthcare ETF | 10.6 | 90 | -11 | 8.2 | +13.0 |
DURA | VanEck Morningstar Durable Dividend ETF | 10.5 | 29 | 50 | 7.3 | +12.1 |
RDIV | Invesco S&P Ultra Dividend Revenue ETF | 10.3 | 39 | 40 | 9.2 | +13.9 |
JHMH | John Hancock Multifactor Healthcare ETF | 10.3 | 40 | 39 | 6.8 | +11.6 |
IHE | iShares U.S. Pharmaceuticals ETF | 10.2 | 42 | 37 | 6.6 | +11.4 |
FHLC | Fidelity MSCI Health Care Index ETF | 10.0 | 8 | 71 | 6.1 | +10.9 |
VHT | Vanguard Health Care Index Fund | 10.0 | 10 | 69 | 6.2 | +10.9 |
SBIO | ALPS Medical Breakthroughs ETF | 9.7 | 50 | 29 | -18.7 | -13.9 |
IBBJ | Defiance Nasdaq Junior Biotechnology ETF | 9.7 | 45 | 34 | 0.0 | +4.8 |
HDIV | QRAFT AI-Enhanced U.S. High Dividend ETF | 9.6 | 75 | 4 | 7.2 | +11.9 |
ARKG | ARK Genomic Revolution ETF | 9.5 | 75 | 4 | -10.8 | -6.0 |
LRND | IQ U.S. Large Cap R&D Leaders ETF | 9.4 | 14 | 65 | 7.5 | +12.3 |
GDOC | Goldman Sachs Future Health Care Equity ETF | 9.4 | 75 | 4 | 1.8 | +6.6 |
HDV | iShares Core High Dividend ETF | 9.0 | 8 | 71 | 7.4 | +12.1 |
FBT | First Trust NYSE Arca Biotechnology Index Fund | 8.9 | 55 | 24 | 0.7 | +5.4 |
BAD | B.A.D. ETF | 8.8 | 75 | 4 | 3.0 | +7.8 |
HELX | Franklin Genomic Advancements ETF | 8.6 | 50 | 29 | 4.2 | +9.0 |
HART | IQ Healthy Hearts ETF | 8.6 | 45 | 34 | 5.1 | +9.9 |
XBI | SPDR S&P BIOTECH ETF | 8.5 | 35 | 44 | -7.0 | -2.3 |
BOUT | Innovator IBD Breakout Opportunities ETF | 8.4 | 84 | -5 | 6.2 | +11.0 |
GNOM | Global X Genomics & Biotechnology ETF | 8.3 | 50 | 29 | -7.2 | -2.4 |
GERM | ETFMG Treatments Testing and Advancements ETF | 8.2 | 68 | 11 | -98.7 | -93.9 |
IXJ | iShares Global Healthcare ETF | 8.0 | 43 | 36 | 6.5 | +11.3 |
FXH | First Trust Health Care AlphaDEX Fund | 7.9 | 61 | 18 | 7.0 | +11.8 |
MOAT | VanEck Morningstar Wide Moat ETF | 7.9 | 47 | 32 | 6.5 | +11.3 |
FDL | First Trust Morningstar Dividend Leaders Index Fund | 7.8 | 45 | 34 | 8.5 | +13.2 |
DHS | WisdomTree U.S. High Dividend Fund | 7.6 | 38 | 41 | 7.6 | +12.4 |
RFDA | RiverFront Dynamic US Dividend Advantage ETF | 7.6 | 52 | 27 | 8.2 | +13.0 |
SIXA | 6 Meridian Mega Cap Equity ETF | 7.2 | 86 | -7 | 7.5 | +12.3 |
RYH | Invesco S&P 500 Equal Weight Health Care ETF | 7.0 | 40 | 39 | 6.8 | +11.6 |
LYFE | 2nd Vote Life Neutral Plus ETF | 7.0 | 75 | 4 | 7.4 | +12.1 |
SIXH | 6 Meridian Hedged Equity-Index Option Strategy ETF | 6.7 | 87 | -8 | 7.2 | +11.9 |
UGCE | Uncommon Portfolio Design Core Equity ETF | 6.7 | 65 | 14 | 6.5 | +11.3 |
TECB | iShares US Tech Breakthrough Multisector ETF | 6.6 | 40 | 39 | 5.5 | +10.3 |
COWZ | Pacer US Cash Cows 100 ETF | 6.5 | 49 | 30 | 10.9 | +15.7 |
BBP | BioShares Biotechnology Products Fund | 6.5 | 79 | 0 | -5.6 | -0.9 |
FTCS | First Trust Capital Strength ETF | 6.4 | 56 | 23 | 6.6 | +11.4 |
GCOW | Pacer Global High Dividend ETF | 6.4 | 60 | 19 | 9.4 | +14.1 |
DJD | Invesco Dow Jones Industrial Average Dividend ETF | 6.2 | 7 | 72 | 8.8 | +13.6 |
SHE | SPDR SSGA Gender Diversity Index ETF | 6.2 | 20 | 59 | 5.8 | +10.6 |
GBDV | Global Beta Smart Income ETF | 6.2 | 29 | 50 | 8.8 | +13.6 |
KVLE | KFA Value Liner Dynamic Core Equity Index ETF | 6.0 | 56 | 23 | 7.0 | +11.7 |
SPHD | Invesco S&P 500 High Dividend Low Volatility ETF | 5.9 | 30 | 49 | 7.6 | +12.3 |
QQXT | First Trust Nasdaq-100 Ex-Technology Sector Index Fund | 5.8 | 60 | 19 | 5.6 | +10.4 |
CBSE | Changebridge Capital Sustainable Equity ETF | 5.8 | 85 | -6 | 0.0 | +4.8 |
ARKK | ARK Innovation ETF | 5.8 | 75 | 4 | -6.9 | -2.1 |
NUDV | Nuveen ESG Dividend ETF | 5.7 | 25 | 54 | 7.3 | +12.0 |
PAWZ | ProShares Pet Care ETF | 5.7 | 50 | 29 | 3.5 | +8.2 |
FVAL | Fidelity Value Factor ETF | 5.6 | 29 | 50 | 9.0 | +13.8 |
FDRR | Fidelity Dividend ETF for Rising Rates | 5.5 | 29 | 50 | 7.7 | +12.5 |
FDG | American Century Focused Dynamic Growth ETF | 5.5 | 45 | 34 | 3.2 | +8.0 |
MOON | Direxion Moonshot Innovators ETF | 5.5 | 65 | 14 | -21.0 | -16.2 |
BUL | Pacer US Cash Cows Growth ETF | 5.5 | 60 | 19 | 8.6 | +13.4 |
AVLV | Avantis U.S. Large Cap Value ETF | 5.4 | 15 | 64 | 8.5 | +13.3 |
DFNV | TrimTabs Donoghue Forlines Risk Managed Innovation ETF | 5.4 | 69 | 10 | 6.5 | +11.3 |
VSMV | VictoryShares US Multi-Factor Minimum Volatility ETF | 5.2 | 35 | 44 | 7.8 | +12.6 |
KONG | Formidable Fortress ETF | 5.2 | 89 | -10 | 6.0 | +10.8 |
ESMV | iShares ESG MSCI USA Min Vol Factor ETF | 5.2 | 18 | 61 | 6.1 | +10.8 |
CHNA | Loncar China BioPharma ETF | 5.2 | 79 | 0 | 1.1 | +5.9 |
USMV | iShares Edge MSCI Min Vol USA ETF | 5.1 | 15 | 64 | 5.9 | +10.6 |
IUSA | Amberwave Invest USA JSG Fund | 5.1 | 67 | 12 | 6.4 | +11.2 |
WRND | IQ Global Equity R&D Leaders ETF | 5.0 | 18 | 61 | 7.4 | +12.2 |
VFMV | Vanguard U.S. Minimum Volatility ETF | 5.0 | 13 | 66 | 5.9 | +10.7 |
SCHD | Schwab U.S. Dividend Equity ETF | 4.9 | 6 | 73 | 8.6 | +13.4 |
QLV | FlexShares US Quality Low Volatility Index Fund | 4.9 | 22 | 57 | 5.6 | +10.4 |
RAYD | Rayliant Quantitative Developed Market Equity ETF | 4.8 | 80 | -1 | 8.9 | +13.7 |
HUSV | First Trust Horizon Managed Volatility Domestic ETF | 4.8 | 70 | 9 | 5.3 | +10.1 |
FBCV | Fidelity Blue Chip Value ETF | 4.8 | 59 | 20 | 6.9 | +11.7 |
JAVA | JPMorgan Active Value ETF | 4.7 | 44 | 35 | 6.6 | +11.4 |
QQQE | Direxion NASDAQ-100 Equal Weighted Index Shares | 4.6 | 35 | 44 | 5.7 | +10.5 |
WBIY | WBI Power Factor High Dividend ETF | 4.6 | 70 | 9 | 10.5 | +15.3 |
REVS | Columbia Research Enhanced Value ETF | 4.6 | 19 | 60 | 8.2 | +13.0 |
CHIH | Global X MSCI China Health Care ETF | 4.6 | 65 | 14 | 2.5 | +7.3 |
HKND | Humankind US Stock ETF | 4.6 | 11 | 68 | 6.8 | +11.6 |
SDOG | ALPS Sector Dividend Dogs ETF | 4.5 | 40 | 39 | 8.9 | +13.7 |
VALQ | American Century STOXX U.S. Quality Value ETF | 4.5 | 29 | 50 | 9.1 | +13.8 |
ABEQ | Absolute Core Strategy ETF | 4.4 | 85 | -6 | 4.6 | +9.3 |
IWX | iShares Russell Top 200 Value ETF | 4.4 | 20 | 59 | 7.1 | +11.8 |
DGRO | iShares Core Dividend Growth ETF | 4.4 | 8 | 71 | 7.4 | +12.1 |
STLV | iShares Factors US Value Style ETF | 4.3 | 25 | 54 | 8.9 | +13.7 |
RNDV | US Equity Dividend Select ETF | 4.3 | 50 | 29 | 8.3 | +13.0 |
DEIF | Sterling Capital Diverse Multi-Manager Active ETF | 4.3 | 65 | 14 | 6.5 | +11.2 |
USMC | Principal U.S. Mega-Cap Multi-Factor Index ETF | 4.3 | 12 | 67 | 6.3 | +11.1 |
EQOP | Natixis U.S. Equity Opportunities ETF | 4.3 | 90 | -11 | 6.0 | +10.7 |
GBLO | Global Beta Low Beta ETF | 4.2 | 29 | 50 | 7.6 | +12.3 |
HEET | Hartford Schroders ESG US Equity ETF | 4.2 | 39 | 40 | 6.8 | +11.5 |
EDOW | First Trust Dow 30 Equal Weight ETF | 4.2 | 50 | 29 | 6.9 | +11.7 |
CDC | VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF | 4.2 | 35 | 44 | 7.7 | +12.5 |
BMED | BlackRock Future Health ETF | 4.2 | 85 | -6 | 2.0 | +6.8 |
SPYD | SPDR S&P 500 High Dividend ETF | 4.1 | 7 | 72 | 8.0 | +12.7 |
DEW | WisdomTree Global High Dividend Fund | 4.1 | 58 | 21 | 8.2 | +13.0 |
VFMF | Vanguard U.S. Multifactor ETF | 4.1 | 19 | 60 | 9.2 | +14.0 |
LVOL | American Century Low Volatility ETF | 4.1 | 29 | 50 | 5.5 | +10.3 |
RAFE | PIMCO RAFI ESG U.S. ETF | 4.1 | 30 | 49 | 8.3 | +13.0 |
SPDV | AAM S&P 500 High Dividend Value ETF | 4.0 | 29 | 50 | 9.0 | +13.8 |
BTEC | Principal Healthcare Innovators Index ETF | 4.0 | 42 | 37 | -13.1 | -8.3 |
NULV | Nuveen ESG Large-Cap Value ETF | 4.0 | 25 | 54 | 7.2 | +11.9 |
CDL | VictoryShares US Large Cap High Dividend Volatility Wtd Idx | 4.0 | 35 | 44 | 7.7 | +12.5 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 3.9 | 20 | 59 | 5.8 | +10.5 |
MXDU | Nationwide Maximum Diversification US Core Equity ETF | 3.8 | 34 | 45 | 5.7 | +10.4 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 3.8 | 15 | 64 | 7.2 | +11.9 |
FUNL | CornerCap Fundametrics Large-Cap ETF | 3.8 | 50 | 29 | 8.0 | +12.8 |
EGIS | 2nd Vote Society Defended ETF | 3.7 | 75 | 4 | 6.9 | +11.7 |
ITAN | Sparkline Intangible Value ETF | 3.7 | 50 | 29 | 7.1 | +11.9 |
DGRW | WisdomTree U.S. Quality Dividend Growth Fund | 3.7 | 28 | 51 | 6.9 | +11.7 |
XT | iShares Exponential Technologies ETF | 3.7 | 46 | 33 | 4.2 | +9.0 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 3.6 | 28 | 51 | 6.8 | +11.5 |
FLRG | Fidelity U.S. Multifactor ETF | 3.6 | 29 | 50 | 7.7 | +12.5 |
EQWL | Invesco Russell Top 200 Equal Weight ETF | 3.6 | 25 | 54 | 7.1 | +11.8 |
SZNE | Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF | 3.6 | 60 | 19 | 6.2 | +11.0 |
HLAL | Wahed FTSE USA Shariah ETF | 3.6 | 50 | 29 | 5.4 | +10.2 |
QQEW | First Trust Nasdaq-100 Equal Weighted Index Fund | 3.6 | 58 | 21 | 5.5 | +10.3 |
MOTG | VanEck Morningstar Global Wide Moat ETF | 3.6 | 52 | 27 | 6.4 | +11.2 |
MGV | Vanguard Mega Cap Value ETF | 3.6 | 7 | 72 | 7.4 | +12.1 |
ENTR | Entrepreneur 30 Fund | 3.5 | 49 | 30 | 5.3 | +10.1 |
PY | Principal Shareholder Yield Index ETF | 3.5 | 15 | 64 | 10.5 | +15.2 |
KURE | KraneShares MSCI All China Health Care Index ETF | 3.5 | 65 | 14 | 2.5 | +7.3 |
VYM | Vanguard High Dividend Yield Index ETF | 3.5 | 6 | 73 | 7.6 | +12.4 |
MOTE | VanEck Morningstar ESG Moat ETF | 3.4 | 49 | 30 | 6.1 | +10.9 |
DBLV | AdvisorShares DoubleLine Value Equity ETF | 3.4 | 91 | -12 | 6.4 | +11.1 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 3.4 | 75 | 4 | 6.0 | +10.8 |
EQUL | IQ Engender Equality ETF | 3.3 | 45 | 34 | 7.4 | +12.2 |
DVY | iShares Select Dividend ETF | 3.3 | 39 | 40 | 8.3 | +13.1 |
SPGP | Invesco S&P 500 GARP ETF | 3.3 | 36 | 43 | 8.2 | +12.9 |
QUS | SPDR MSCI USA StrategicFactors ETF | 3.3 | 15 | 64 | 6.4 | +11.2 |
EPS | WisdomTree U.S. Earnings 500 Fund | 3.3 | 8 | 71 | 7.4 | +12.2 |
FMIL | Fidelity New Millennium ETF | 3.3 | 59 | 20 | 6.6 | +11.4 |
HTEC | ROBO Global Healthcare Technology & Innovation ETF | 3.3 | 68 | 11 | 0.5 | +5.3 |
DTD | WisdomTree U.S.Total Dividend Fund | 3.3 | 28 | 51 | 7.0 | +11.8 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 3.2 | 30 | 49 | 7.1 | +11.9 |
PTH | Invesco DWA Healthcare Momentum ETF | 3.2 | 60 | 19 | 2.2 | +6.9 |
RECS | Columbia Research Enhanced Core ETF | 3.2 | 15 | 64 | 7.0 | +11.8 |
OUSA | O'Shares FTSE US Quality Dividend ETF | 3.1 | 48 | 31 | 7.1 | +11.8 |
PSCH | Invesco S&P SmallCap Health Care ETF | 3.1 | 29 | 50 | 4.7 | +9.4 |
JEPI | JPMorgan Equity Premium Income ETF | 3.1 | 35 | 44 | 5.5 | +10.3 |
WLDR | Affinity World Leaders Equity ETF | 3.1 | 67 | 12 | 8.9 | +13.7 |
VLUE | iShares MSCI USA Value Factor ETF | 3.1 | 15 | 64 | 11.6 | +16.4 |
DIVO | Amplify YieldShares CWP Dividend & Option Income ETF | 3.1 | 55 | 24 | 6.1 | +10.9 |
ESG | FlexShares STOXX US ESG Impact Index Fund | 3.1 | 32 | 47 | 5.9 | +10.6 |
SPMV | Invesco S&P 500 Minimum Variance ETF | 3.1 | 10 | 69 | 5.6 | +10.4 |
FFTY | Innovator IBD 50 ETF | 3.1 | 80 | -1 | 7.1 | +11.8 |
JUSA | JPMorgan ActiveBuilders U.S. Large Cap Equity ETF | 3.0 | 17 | 62 | 6.2 | +11.0 |
FLLV | Franklin Liberty U.S. Low Volatility ETF | 3.0 | 29 | 50 | 5.9 | +10.7 |
HVAL | ALPS Hillman Active Value ETF | 3.0 | 55 | 24 | 7.3 | +12.1 |
AMOM | Qraft AI-Enhanced U.S. Large Cap Momentum ETF | 2.9 | 75 | 4 | 6.5 | +11.3 |
SXQG | 6 Meridian Quality Growth ETF | 2.9 | 100 | -21 | 5.3 | +10.1 |
CGGR | Capital Group Growth ETF | 2.9 | 39 | 40 | 4.6 | +9.4 |
VONV | Vanguard Russell 1000 Value Index Fund | 2.9 | 8 | 71 | 7.1 | +11.8 |
IWD | iShares Russell 1000 Value ETF | 2.9 | 19 | 60 | 7.0 | +11.7 |
VTV | Vanguard Value Index Fund | 2.9 | 4 | 75 | 7.4 | +12.1 |
FEVR | Inspire Faithward Large Cap Momentum ESG ETF | 2.8 | 85 | -6 | 4.8 | +9.5 |
JQUA | JPMorgan U.S. Quality Factor ETF | 2.8 | 12 | 67 | 6.6 | +11.4 |
SUSL | iShares ESG MSCI USA Leaders ETF | 2.8 | 10 | 69 | 6.0 | +10.8 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 2.8 | 10 | 69 | 6.0 | +10.8 |
GSPY | Gotham Enhanced 500 ETF | 2.8 | 50 | 29 | 6.3 | +11.0 |
HLGE | Hartford Longevity Economy ETF | 2.8 | 44 | 35 | 8.1 | +12.8 |
VOOV | Vanguard S&P 500 Value ETF | 2.8 | 10 | 69 | 6.7 | +11.5 |
IVE | iShares S&P 500 Value ETF | 2.8 | 18 | 61 | 6.6 | +11.4 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 2.8 | 4 | 75 | 6.8 | +11.5 |
ILCV | iShares Morningstar Value ETF | 2.8 | 4 | 75 | 7.2 | +11.9 |
DIVB | iShares U.S. Dividend & Buyback ETF | 2.7 | 25 | 54 | 7.3 | +12.1 |
CHGX | Change Finance U.S. Large Cap Fossil Fuel Free ETF | 2.7 | 49 | 30 | 6.5 | +11.3 |
DSI | iShares MSCI KLD 400 Social ETF | 2.7 | 25 | 54 | 6.0 | +10.8 |
FSST | Fidelity Sustainability U.S. Equity ETF | 2.7 | 59 | 20 | 5.9 | +10.7 |
AUSF | Global X Adaptive U.S. Factor ETF | 2.6 | 27 | 52 | 7.5 | +12.3 |
MSGR | Direxion mRNA ETF | 2.6 | 65 | 14 | -3.5 | +1.3 |
FDVV | Fidelity Core Dividend ETF | 2.6 | 29 | 50 | 7.2 | +11.9 |
IUSV | iShares Core S&P U.S. Value ETF | 2.6 | 4 | 75 | 6.8 | +11.6 |
PFM | Invesco Dividend Achievers ETF | 2.6 | 53 | 26 | 6.2 | +11.0 |
LRGF | iShares Edge MSCI Multifactor USA ETF | 2.6 | 20 | 59 | 8.3 | +13.1 |
VFVA | Vanguard U.S. Value Factor ETF | 2.6 | 14 | 65 | 11.0 | +15.8 |
WTV | WisdomTree US Value Fund | 2.5 | 12 | 67 | 9.0 | +13.8 |
JVAL | JPMorgan U.S. Value Factor ETF | 2.5 | 12 | 67 | 8.9 | +13.6 |
VFQY | Vanguard U.S. Quality Factor ETF | 2.5 | 13 | 66 | 8.1 | +12.8 |
ACVF | American Conservative Values ETF | 2.4 | 75 | 4 | 5.2 | +10.0 |
XOUT | GraniteShares XOUT U.S. Large Cap ETF | 2.4 | 60 | 19 | 5.5 | +10.3 |
RBUS | Nationwide Risk-Based U.S. Equity ETF | 2.4 | 30 | 49 | 5.9 | +10.7 |
IOO | iShares Global 100 ETF | 2.4 | 40 | 39 | 5.8 | +10.6 |
RPG | Invesco S&P 500 Pure Growth ETF | 2.4 | 35 | 44 | 6.8 | +11.6 |
QGRO | American Century STOXX U.S. Quality Growth ETF | 2.4 | 29 | 50 | 7.7 | +12.5 |
DYNF | BlackRock U.S. Equity Factor Rotation ETF | 2.4 | 30 | 49 | 6.9 | +11.7 |
YLDE | ClearBridge Dividend Strategy ESG ETF | 2.4 | 60 | 19 | 5.8 | +10.5 |
VSLU | Applied Finance Valuation Large Cap ETF | 2.4 | 49 | 30 | 7.4 | +12.1 |
SCHV | Schwab U.S. Large-Cap Value ETF | 2.4 | 4 | 75 | 7.1 | +11.9 |
FLV | American Century Focused Large Cap Value ETF | 2.4 | 42 | 37 | 6.8 | +11.6 |
MBOX | Freedom Day Dividend ETF | 2.3 | 39 | 40 | 8.0 | +12.8 |
VDNI | V-Shares US Leadership Diversity ETF | 2.3 | 29 | 50 | 6.2 | +11.0 |
XLG | Invesco S&P 500 Top 50 ETF | 2.3 | 20 | 59 | 5.5 | +10.2 |
EFIV | SPDR S&P 500 ESG ETF | 2.3 | 10 | 69 | 6.0 | +10.7 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 2.3 | 49 | 30 | 6.0 | +10.8 |
WGRO | WisdomTree U.S. Growth & Momentum Fund | 2.3 | 55 | 24 | 7.2 | +11.9 |
CGGO | Capital Group Global Growth Equity ETF | 2.3 | 47 | 32 | 4.3 | +9.1 |
GINN | Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF | 2.3 | 50 | 29 | 3.1 | +7.9 |
DEF | Invesco Defensive Equity ETF | 2.3 | 53 | 26 | 6.1 | +10.9 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 2.3 | 27 | 52 | 6.1 | +10.9 |
CLRG | IQ Chaikin U.S. Large Cap ETF | 2.3 | 25 | 54 | 6.2 | +11.0 |
SPLV | Invesco S&P 500 Low Volatility ETF | 2.3 | 25 | 54 | 5.7 | +10.5 |
LSLT | Salt Low truBeta US Market ETF | 2.3 | 60 | 19 | 0.0 | +4.8 |
ALTL | Pacer Lunt Large Cap Alternator ETF | 2.3 | 60 | 19 | 5.4 | +10.1 |
QWLD | SPDR MSCI World StrategicFactors ETF | 2.3 | 30 | 49 | 6.2 | +11.0 |
TTAC | TrimTabs US Free Cash Flow Quality ETF | 2.2 | 59 | 20 | 6.8 | +11.6 |
OEF | iShares S&P 100 ETF | 2.2 | 20 | 59 | 5.8 | +10.6 |
VSDA | VictoryShares Dividend Accelerator ETF | 2.2 | 35 | 44 | 6.6 | +11.3 |
IUS | Invesco Strategic US ETF | 2.2 | 19 | 60 | 6.9 | +11.7 |
AVUS | Avantis U.S. Equity ETF | 2.2 | 15 | 64 | 6.9 | +11.6 |
GURU | Global X Guru Index ETF | 2.2 | 75 | 4 | 1.4 | +6.1 |
SNPE | Xtrackers S&P 500 ESG ETF | 2.2 | 10 | 69 | 6.0 | +10.7 |
CCOR | Core Alternative ETF | 2.2 | 109 | -30 | 5.2 | +9.9 |
ROUS | Hartford Multifactor US Equity ETF | 2.2 | 19 | 60 | 7.4 | +12.2 |
LVHD | Legg Mason Low Volatility High Dividend ETF | 2.1 | 27 | 52 | 7.4 | +12.1 |
QVAL | Alpha Architect U.S. Quantitative Value ETF | 2.1 | 49 | 30 | 13.2 | +18.0 |
FVD | First Trust Value Line Dividend Index Fund | 2.1 | 70 | 9 | 6.0 | +10.7 |
DIV | Global X SuperDividend US ETF | 2.1 | 45 | 34 | 6.0 | +10.8 |
KRMA | Global X Conscious Companies ETF | 2.1 | 43 | 36 | 6.3 | +11.0 |
RFFC | RiverFront Dynamic US Flex-Cap ETF | 2.1 | 52 | 27 | 5.6 | +10.4 |
IVLC | Invesco US Large Cap Core ESG ETF | 2.1 | 48 | 31 | 5.8 | +10.6 |
IWL | iShares Russell Top 200 ETF | 2.1 | 15 | 64 | 5.9 | +10.7 |
AIVL | WisdomTree U.S. AI Enhanced Value Fund | 2.1 | 38 | 41 | 6.7 | +11.4 |
PEY | Invesco High Yield Equity Dividend Achievers ETF | 2.0 | 53 | 26 | 7.9 | +12.7 |
UVDV | UVA Dividend Value ETF | 2.0 | 80 | -1 | 6.8 | +11.6 |
GPAL | Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca | 2.0 | 20 | 59 | 6.6 | +11.4 |
DJIA | Global X Dow 30 Covered Call ETF | 2.0 | 60 | 19 | 6.3 | +11.0 |
USMF | WisdomTree U.S. Multifactor Fund | 2.0 | 28 | 51 | 8.6 | +13.4 |
MGC | Vanguard Mega Cap Index Fund | 2.0 | 7 | 72 | 5.9 | +10.7 |
DIA | SPDR Dow Jones Industrial Average ETF Trust | 2.0 | 16 | 63 | 6.7 | +11.5 |
SDG | iShares Sustainable MSCI Global Impact ETF | 2.0 | 49 | 30 | 8.4 | +13.2 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 2.0 | 0 | 79 | 6.0 | +10.8 |
AILV | Alpha Intelligent - Large Cap Value ETF | 2.0 | 85 | -6 | 6.2 | +10.9 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 2.0 | 15 | 64 | 6.1 | +10.8 |
ULVM | VictoryShares USAA MSCI USA Value Momentum ETF | 2.0 | 20 | 59 | 8.8 | +13.6 |
SPXN | ProShares S&P 500 Ex-Financials ETF | 1.9 | 27 | 52 | 5.7 | +10.5 |
ESGG | FlexShares STOXX Global ESG Impact Index Fund | 1.9 | 42 | 37 | 5.8 | +10.6 |
JMIN | JPMorgan U.S. Minimum Volatility ETF | 1.9 | 12 | 67 | 5.9 | +10.7 |
JDIV | JPMorgan U.S. Dividend ETF | 1.9 | 12 | 67 | 7.8 | +12.6 |
FNDX | Schwab Fundamental U.S. Large Co. Index ETF | 1.9 | 25 | 54 | 7.2 | +12.0 |
DUHP | Dimensional US High Profitability ETF | 1.9 | 22 | 57 | 8.0 | +12.8 |
XVV | iShares ESG Screened S&P 500 ETF | 1.9 | 8 | 71 | 6.1 | +10.8 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 1.9 | 12 | 67 | 5.6 | +10.4 |
FTC | First Trust Large Cap Growth AlphaDEX Fund | 1.9 | 60 | 19 | 5.3 | +10.1 |
USVT | US Value ETF | 1.9 | 49 | 30 | 11.2 | +16.0 |
RSPE | Invesco ESG S&P 500 Equal Weight ETF | 1.8 | 20 | 59 | 7.3 | +12.1 |
QVML | Invesco S&P 500 QVM Multi-factor ETF | 1.8 | 11 | 68 | 6.3 | +11.1 |
ESGU | iShares MSCI USA ESG Optimized ETF | 1.8 | 15 | 64 | 5.9 | +10.7 |
KLCD | KFA Large Cap Quality Dividend Index ETF | 1.8 | 42 | 37 | 6.3 | +11.0 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 1.8 | 59 | 20 | 7.5 | +12.3 |
ESGV | Vanguard ESG U.S. Stock ETF | 1.8 | 9 | 70 | 6.0 | +10.8 |
NULC | Nuveen ESG Large-Cap ETF | 1.8 | 20 | 59 | 6.0 | +10.8 |
PABU | iShares Paris-Aligned Climate MSCI USA ETF | 1.8 | 10 | 69 | 5.6 | +10.4 |
JOET | Virtus Terranova US Quality Momentum ETF | 1.8 | 29 | 50 | 6.5 | +11.2 |
SFY | SoFi Select 500 ETF | 1.8 | 0 | 79 | 6.0 | +10.8 |
QYLD | Global X NASDAQ 100 Covered Call ETF | 1.8 | 60 | 19 | 5.4 | +10.1 |
NZUS | SPDR MSCI USA Climate Paris Aligned ETF | 1.8 | 10 | 69 | 5.7 | +10.5 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 1.8 | 27 | 52 | 6.0 | +10.7 |
FNDB | Schwab Fundamental U.S. Broad Market Index ETF | 1.8 | 25 | 54 | 7.1 | +11.9 |
QYLG | Global X Nasdaq 100 Covered Call & Growth ETF | 1.7 | 60 | 19 | 5.3 | +10.1 |
QQMG | Invesco ESG NASDAQ 100 ETF | 1.7 | 20 | 59 | 5.9 | +10.7 |
QRMI | Global X NASDAQ 100 Risk Managed Income ETF | 1.7 | 60 | 19 | 5.1 | +9.8 |
CGDV | Capital Group Dividend Value ETF | 1.7 | 33 | 46 | 6.1 | +10.9 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 1.7 | 20 | 59 | 6.0 | +10.7 |
PBP | Invesco S&P 500 BuyWrite ETF | 1.7 | 49 | 30 | 5.7 | +10.4 |
QQQM | Invesco NASDAQ 100 ETF | 1.7 | 15 | 64 | 5.8 | +10.5 |
QQQ | Invesco QQQ Trust | 1.7 | 20 | 59 | 5.6 | +10.4 |
XRMI | Global X S&P 500 Risk Managed Income ETF | 1.7 | 60 | 19 | 5.5 | +10.3 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 1.7 | 25 | 54 | 6.6 | +11.3 |
PRF | Invesco FTSE RAFI US 1000 ETF | 1.7 | 39 | 40 | 7.2 | +12.0 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 1.7 | 20 | 59 | 5.9 | +10.7 |
NUSI | Nationwide Risk-Managed Income ETF | 1.7 | 68 | 11 | 4.9 | +9.6 |
XVOL | Acruence Active Hedge U.S. Equity ETF | 1.7 | 83 | -4 | 5.3 | +10.1 |
VOTE | Engine No. 1 Transform 500 ETF | 1.7 | 5 | 74 | 5.9 | +10.7 |
XYLG | Global X S&P 500 Covered Call & Growth ETF | 1.7 | 60 | 19 | 5.6 | +10.3 |
IVV | iShares Core S&P 500 ETF | 1.7 | 3 | 76 | 6.1 | +10.8 |
SPLG | SPDR Portfolio S&P 500 ETF | 1.7 | 3 | 76 | 6.1 | +10.8 |
SPY | SPDR S&P 500 ETF Trust | 1.7 | 9 | 70 | 6.0 | +10.8 |
SPUS | SP Funds S&P 500 Sharia Industry Exclusions ETF | 1.7 | 49 | 30 | 5.3 | +10.1 |
VOO | VANGUARD S&P 500 ETF | 1.7 | 3 | 76 | 6.1 | +10.8 |
PWV | Invesco Dynamic Large Cap Value ETF | 1.6 | 58 | 21 | 7.4 | +12.2 |
RESP | WisdomTree US ESG Fund of Benef Interest | 1.6 | 28 | 51 | 7.3 | +12.1 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 1.6 | 7 | 72 | 5.9 | +10.7 |
VV | Vanguard Large-Cap Index Fund | 1.6 | 4 | 75 | 5.9 | +10.7 |
QTR | Global X NASDAQ 100 Tail Risk ETF | 1.6 | 60 | 19 | 5.2 | +10.0 |
LGLV | SPDR Russell 1000 Low Volatility ETF | 1.6 | 12 | 67 | 5.5 | +10.3 |
XTR | Global X S&P 500 Tail Risk ETF | 1.6 | 60 | 19 | 5.7 | +10.4 |
PBUS | Invesco PureBeta MSCI USA ETF | 1.6 | 4 | 75 | 6.0 | +10.7 |
DFUS | Dimensional U.S. Equity ETF | 1.6 | 11 | 68 | 6.0 | +10.8 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 1.6 | 2 | 77 | 6.0 | +10.8 |
DGT | SPDR Global Dow ETF | 1.6 | 50 | 29 | 7.4 | +12.2 |
IQSU | IQ Candriam ESG US Equity ETF | 1.6 | 9 | 70 | 5.9 | +10.7 |
INNO | Harbor Disruptive Innovation ETF | 1.6 | 75 | 4 | -3.5 | +1.2 |
ZECP | Zacks Earnings Consistent Portfolio ETF | 1.6 | 55 | 24 | 6.0 | +10.8 |
SCHX | Schwab U.S. Large-Cap ETF | 1.6 | 3 | 76 | 5.9 | +10.7 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 1.6 | 9 | 70 | 6.4 | +11.2 |
ILCB | iShares Morningstar U.S. Equity ETF | 1.5 | 3 | 76 | 5.9 | +10.7 |
XCLR | Global X S&P 500 Collar 95-110 ETF | 1.5 | 60 | 19 | 5.5 | +10.2 |
FCPI | Fidelity Stocks for Inflation ETF | 1.5 | 29 | 50 | 8.8 | +13.5 |
SPTM | SPDR Portfolio Total Stock Market ETF | 1.5 | 3 | 76 | 6.2 | +11.0 |
DFAC | Dimensional U.S. Core Equity 2 ETF | 1.5 | 19 | 60 | 6.7 | +11.5 |
VONE | Vanguard Russell 1000 ETF | 1.5 | 8 | 71 | 6.0 | +10.7 |
IWB | iShares Russell 1000 ETF | 1.5 | 15 | 64 | 5.9 | +10.7 |
VLU | SPDR S&P 1500 Value Tilt ETF | 1.5 | 12 | 67 | 7.9 | +12.7 |
QCLR | Global X NASDAQ 100 Collar 95-110 ETF | 1.5 | 60 | 19 | 5.0 | +9.7 |
NZRO | Strategy Shares Halt Climate Change ETF | 1.5 | 95 | -16 | 1.8 | +6.6 |
CVAR | Cultivar ETF | 1.5 | 87 | -8 | 7.6 | +12.4 |
FDLO | Fidelity Low Volatility Factor ETF | 1.5 | 29 | 50 | 5.6 | +10.3 |
SCHK | Schwab 1000 Index ETF | 1.5 | 5 | 74 | 5.9 | +10.7 |
IYY | iShares Dow Jones U.S. ETF | 1.5 | 20 | 59 | 5.8 | +10.5 |
JFWD | Jacob Forward ETF | 1.5 | 75 | 4 | -12.2 | -7.5 |
VFMO | Vanguard U.S. Momentum Factor ETF | 1.5 | 13 | 66 | 6.0 | +10.8 |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 1.5 | 14 | 65 | 6.0 | +10.7 |
FCTR | First Trust Lunt U.S. Factor Rotation ETF | 1.5 | 65 | 14 | 4.0 | +8.7 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 1.5 | 15 | 64 | 6.1 | +10.9 |
NIFE | Direxion Fallen Knives ETF | 1.5 | 50 | 29 | -5.9 | -1.2 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 1.5 | 3 | 76 | 5.6 | +10.4 |
IWV | iShares Russell 3000 ETF | 1.5 | 20 | 59 | 5.6 | +10.3 |
VTHR | Vanguard Russell 3000 Index Fund | 1.5 | 10 | 69 | 5.7 | +10.5 |
KOCG | FIS Knights of Columbus Global Belief ETF | 1.4 | 75 | 4 | 7.2 | +11.9 |
VIG | Vanguard Dividend Appreciation Index Fund | 1.4 | 6 | 73 | 6.4 | +11.2 |
VTI | Vanguard Total Stock Market Index Fund | 1.4 | 3 | 76 | 5.5 | +10.3 |
SCHB | Schwab U.S. Broad Market ETF | 1.4 | 3 | 76 | 5.9 | +10.6 |
SIXL | 6 Meridian Low Beta Equity Strategy ETF | 1.4 | 88 | -9 | 5.9 | +10.7 |
RNLC | Large Cap US Equity Select ETF | 1.4 | 60 | 19 | 6.9 | +11.6 |
TMFC | Motley Fool 100 Index ETF | 1.4 | 50 | 29 | 4.7 | +9.5 |
SPQQ | Siren Large Cap Blend Index ETF | 1.4 | 20 | 59 | 0.0 | +4.8 |
FTA | First Trust Large Cap Value AlphaDEX Fund | 1.4 | 60 | 19 | 9.4 | +14.2 |
AVSC | Avantis U.S Small Cap Equity ETF | 1.4 | 25 | 54 | 5.2 | +10.0 |
WKLY | SoFi Weekly Dividend ETF | 1.4 | 49 | 30 | 7.4 | +12.2 |
AFLG | First Trust Active Factor Large Cap ETF | 1.4 | 55 | 24 | 7.1 | +11.9 |
DFAU | Dimensional US Core Equity Market ETF | 1.3 | 12 | 67 | 6.2 | +11.0 |
RZG | Invesco S&P Smallcap 600 Pure Growth ETF | 1.3 | 35 | 44 | 10.5 | +15.3 |
TILT | Flexshares Morningstar US Market Factors Tilt Index Fund | 1.3 | 25 | 54 | 6.4 | +11.1 |
JHML | John Hancock Multifactor Large Cap ETF | 1.3 | 29 | 50 | 6.3 | +11.0 |
FTHI | First Trust High Income ETF | 1.3 | 85 | -6 | 5.9 | +10.7 |
ECOZ | TrueMark ESG Active Opportunities ETF | 1.3 | 58 | 21 | 5.0 | +9.8 |
ONEQ | Fidelity Nasdaq Composite Index Tracking Stock | 1.3 | 21 | 58 | 4.0 | +8.8 |
KLDW | Gavekal Knowledge Leaders Developed World ETF | 1.2 | 75 | 4 | 0.0 | +4.8 |
BKUS | BNY Mellon Sustainable US Equity ETF | 1.2 | 60 | 19 | 5.2 | +10.0 |
LGBT | LGBTQ + ESG100 ETF | 1.2 | 75 | 4 | 5.0 | +9.8 |
CFA | VictoryShares US 500 Volatility Weighted Index ETF | 1.2 | 35 | 44 | 6.6 | +11.3 |
FPXE | First Trust IPOX Europe Equity Opportunities ETF | 1.2 | 70 | 9 | -12.5 | -7.8 |
CVY | Invesco Zacks Multi-Asset Income ETF | 1.2 | 100 | -21 | 9.4 | +14.2 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 1.2 | 12 | 67 | 5.8 | +10.6 |
RWL | Invesco S&P 500 Revenue ETF | 1.2 | 39 | 40 | 6.9 | +11.6 |
ESGS | Columbia Sustainable U.S. Equity Income ETF | 1.2 | 35 | 44 | 8.8 | +13.6 |
TOK | iShares MSCI Kokusai ETF | 1.2 | 25 | 54 | 5.9 | +10.6 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 1.2 | 9 | 70 | 6.0 | +10.8 |
JSTC | Adasina Social Justice All Cap Global ETF | 1.1 | 89 | -10 | 6.3 | +11.1 |
SSPY | Syntax Stratified LargeCap ETF | 1.1 | 30 | 49 | 6.5 | +11.2 |
DSTL | Distillate US Fundamental Stability & Value ETF | 1.1 | 39 | 40 | 7.0 | +11.8 |
PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 1.1 | 60 | 19 | 6.9 | +11.7 |
XRLV | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF | 1.1 | 25 | 54 | 6.2 | +11.0 |
SUSA | iShares MSCI USA ESG Select ETF | 1.1 | 25 | 54 | 5.9 | +10.7 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 1.1 | 63 | 16 | 4.5 | +9.3 |
BOSS | Global X Founder-Run Companies ETF | 1.1 | 45 | 34 | 2.9 | +7.6 |
CALF | Pacer US Small Cap Cash Cows 100 ETF | 1.1 | 59 | 20 | 12.7 | +17.5 |
FQAL | Fidelity Quality Factor ETF | 1.1 | 29 | 50 | 6.8 | +11.6 |
URTH | iShares MSCI World ETF | 1.1 | 24 | 55 | 5.9 | +10.7 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 1.1 | 20 | 59 | 6.2 | +10.9 |
VUSE | Vident Core US Equity Fund | 1.1 | 48 | 31 | 10.2 | +15.0 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 1.0 | 18 | 61 | 7.5 | +12.3 |
ICAP | InfraCap Equity Income Fund ETF | 1.0 | 80 | -1 | 8.5 | +13.2 |
PSET | Principal Price Setters Index ETF | 1.0 | 15 | 64 | 6.8 | +11.6 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 1.0 | 9 | 70 | 6.1 | +10.8 |
ACWI | iShares MSCI ACWI ETF | 1.0 | 32 | 47 | 6.1 | +10.9 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 1.0 | 19 | 60 | 6.7 | +11.5 |
QDEF | FlexShares Quality Dividend Defensive Index Fund | 1.0 | 37 | 42 | 6.9 | +11.6 |
NTZO | Impact Shares MSCI Global Climate Select ETF | 0.9 | 30 | 49 | 5.8 | +10.6 |
QUAL | iShares MSCI Usa Quality Factor ETF | 0.9 | 15 | 64 | 6.3 | +11.0 |
RSP | Invesco S&P 500 Equal Weight ETF | 0.9 | 20 | 59 | 6.3 | +11.1 |
ETHO | Etho Climate Leadership U.S. ETF | 0.9 | 48 | 31 | 4.6 | +9.4 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 0.9 | 9 | 70 | 5.8 | +10.5 |
BFOR | Barron's 400 ETF | 0.9 | 70 | 9 | 8.7 | +13.4 |
VT | Vanguard Total World Stock ETF | 0.9 | 8 | 71 | 6.2 | +11.0 |
SENT | AdvisorShares Alpha DNA Equity Sentiment ETF | 0.9 | 108 | -29 | 6.6 | +11.4 |
EUSA | iShares MSCI USA Equal Weighted ETF | 0.8 | 9 | 70 | 6.0 | +10.8 |
SIZE | iShares MSCI USA Size Factor ETF | 0.8 | 15 | 64 | 6.3 | +11.0 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 0.7 | 29 | 50 | 5.7 | +10.5 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 0.7 | 70 | 9 | 10.0 | +14.7 |
IJT | iShares S&P Small-Cap 600 Growth ETF | 0.7 | 18 | 61 | 7.9 | +12.6 |
SLYG | SPDR S&P 600 Small Cap Growth ETF | 0.7 | 15 | 64 | 7.9 | +12.7 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 0.7 | 75 | 4 | 5.6 | +10.4 |
CSML | IQ Chaikin U.S. Small Cap ETF | 0.7 | 35 | 44 | 5.7 | +10.5 |
ISCG | iShares Morningstar Small-Cap Growth ETF | 0.7 | 6 | 73 | 1.5 | +6.2 |
ACIO | Aptus Collared Income Opportunity ETF | 0.7 | 79 | 0 | 5.3 | +10.0 |
SIXS | 6 Meridian Small Cap Equity ETF | 0.7 | 100 | -21 | 9.5 | +14.3 |
ADME | Aptus Drawdown Managed Equity ETF | 0.7 | 79 | 0 | 4.9 | +9.7 |
FYC | First Trust Small Cap Growth AlphaDEX Fund | 0.6 | 71 | 8 | 2.8 | +7.5 |
KOMP | SPDR Kensho New Economies Composite ETF | 0.6 | 20 | 59 | 0.8 | +5.6 |
AVIV | Avantis International Large Cap Value ETF | 0.6 | 25 | 54 | 9.6 | +14.3 |
AVDE | Avantis International Equity ETF | 0.6 | 23 | 56 | 7.5 | +12.3 |
ADRE | Invesco BLDRS Emerging Markets 50 ADR Index Fund | 0.6 | 30 | 49 | 7.3 | +12.1 |
QQQJ | Invesco NASDAQ Next Gen 100 ETF | 0.6 | 15 | 64 | 4.1 | +8.9 |
FNI | First Trust Chindia ETF | 0.6 | 60 | 19 | 2.2 | +7.0 |
RYJ | Invesco Raymond James SB-1 Equity ETF | 0.5 | 75 | 4 | 3.5 | +8.3 |
USEQ | Invesco Russell 1000 Enhanced Equal Weight ETF | 0.5 | 29 | 50 | 7.8 | +12.6 |
VIOG | Vanguard S&P Small-Cap 600 Growth ETF | 0.5 | 16 | 63 | 8.0 | +12.8 |
BKSE | BNY Mellon US Small Cap Core Equity ETF | 0.5 | 4 | 75 | 5.8 | +10.6 |
DEUS | Xtrackers Russell 1000 Comprehensive Factor ETF | 0.5 | 17 | 62 | 7.6 | +12.4 |
ERSX | ERShares NextGen Entrepreneurs ETF | 0.5 | 75 | 4 | 5.9 | +10.7 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 0.5 | 20 | 59 | 6.2 | +11.0 |
MGK | Vanguard Mega Cap Growth ETF | 0.5 | 7 | 72 | 5.2 | +10.0 |
IWO | iShares Russell 2000 Growth ETF | 0.5 | 24 | 55 | 1.0 | +5.8 |
VTWG | Vanguard Russell 2000 Growth Index Fund | 0.5 | 15 | 64 | 1.0 | +5.8 |
SCHG | Schwab U.S. Large-Cap Growth ETF | 0.5 | 4 | 75 | 4.7 | +9.5 |
USXF | iShares ESG Advanced MSCI USA ETF | 0.5 | 10 | 69 | 5.9 | +10.7 |
KMED | KraneShares Emerging Markets Healthcare Index ETF | 0.5 | 79 | 0 | 2.7 | +7.5 |
FPXI | First Trust International Equity Opportunities ETF | 0.5 | 70 | 9 | 2.8 | +7.6 |
VOOG | Vanguard S&P 500 Growth ETF | 0.5 | 10 | 69 | 5.7 | +10.5 |
IVW | iShares S&P 500 Growth ETF | 0.5 | 18 | 61 | 5.6 | +10.4 |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 0.5 | 4 | 75 | 5.8 | +10.5 |
IUSG | iShares Core S&P US Growth ETF | 0.4 | 4 | 75 | 5.8 | +10.6 |
ISCB | iShares Morningstar Small-Cap ETF | 0.4 | 4 | 75 | 5.1 | +9.9 |
GXC | SPDR S&P China ETF | 0.4 | 59 | 20 | 9.8 | +14.6 |
USLB | Invesco Russell 1000 Low Beta Equal Weight ETF | 0.4 | 35 | 44 | 7.0 | +11.8 |
MCHI | iShares MSCI China ETF | 0.4 | 59 | 20 | 9.5 | +14.3 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 0.4 | 20 | 59 | 8.1 | +12.9 |
EWSC | Invesco S&P Smallcap 600 Equal Weight ETF | 0.4 | 40 | 39 | 7.3 | +12.1 |
BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 0.4 | 9 | 70 | 4.9 | +9.7 |
VUG | Vanguard Growth Index Fund | 0.4 | 4 | 75 | 4.9 | +9.7 |
ESIX | SPDR S&P SmallCap 600 ESG ETF | 0.4 | 12 | 67 | 7.9 | +12.7 |
PINK | Simplify Health Care ETF | 0.4 | 50 | 29 | 4.7 | +9.4 |
ESML | iShares MSCI USA Small-Cap ESG Optimized ETF | 0.4 | 17 | 62 | 5.5 | +10.2 |
SMLE | Xtrackers S&P SmallCap 600 ESG ETF | 0.4 | 15 | 64 | 7.8 | +12.6 |
AVUV | Avantis U.S. Small Cap Value ETF | 0.4 | 25 | 54 | 9.2 | +14.0 |
SPSM | SPDR Portfolio S&P 600 Small Cap ETF | 0.4 | 5 | 74 | 7.7 | +12.4 |
IJR | iShares Core S&P Small Cap ETF | 0.4 | 6 | 73 | 7.6 | +12.4 |
SLY | SPDR S&P 600 Small Cap ETF | 0.4 | 15 | 64 | 7.6 | +12.3 |
QQJG | Invesco ESG NASDAQ Next Gen 100 ETF | 0.4 | 20 | 59 | 5.0 | +9.8 |
TPLC | Timothy Plan US Large Cap Core ETF | 0.4 | 52 | 27 | 5.9 | +10.7 |
PLRG | Principal US Large-Cap Adaptive Multi-Factor ETF | 0.4 | 15 | 64 | 5.9 | +10.7 |
SMMV | iShares Edge MSCI Min Vol USA Small-Cap ETF | 0.4 | 20 | 59 | 5.0 | +9.7 |
FSMO | Fidelity Small-Mid Cap Opportunities ETF | 0.3 | 64 | 15 | 7.5 | +12.2 |
KALL | KraneShares MSCI All China Index ETF | 0.3 | 49 | 30 | 10.2 | +15.0 |
TPSC | Timothy Plan US Small Cap Core ETF | 0.3 | 52 | 27 | 8.3 | +13.1 |
IWM | iShares Russell 2000 ETF | 0.3 | 19 | 60 | 1.5 | +6.3 |
VBK | Vanguard Small-Cap Growth Index Fund | 0.3 | 7 | 72 | 2.5 | +7.3 |
VTWO | Vanguard Russell 2000 Index Fund | 0.3 | 10 | 69 | 1.7 | +6.5 |
MVPS | Amplify Thematic All-Stars ETF | 0.3 | 49 | 30 | 2.1 | +6.8 |
PBSM | Invesco PureBeta MSCI USA Small Cap ETF | 0.3 | 6 | 73 | 5.6 | +10.4 |
PGJ | Invesco Golden Dragon China ETF | 0.3 | 69 | 10 | 2.4 | +7.2 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 0.3 | 7 | 72 | 5.6 | +10.4 |
CFO | VictoryShares US 500 Enhanced Volatility Weighted Index ETF | 0.3 | 35 | 44 | 6.4 | +11.2 |
SCHA | Schwab U.S. Small-Cap ETF | 0.3 | 4 | 75 | 5.5 | +10.3 |
FPX | First Trust US IPO Index Fund | 0.3 | 57 | 22 | 2.5 | +7.3 |
MRND | IQ U.S. Mid Cap R&D Leaders ETF | 0.3 | 16 | 63 | 2.9 | +7.7 |
CSA | VictoryShares US Small Cap Volatility Weighted Index ETF | 0.3 | 35 | 44 | 8.4 | +13.2 |
EMXF | iShares ESG Advanced MSCI EM ETF | 0.3 | 16 | 63 | 8.4 | +13.1 |
VIOO | Vanguard S&P Small-Cap 600 ETF | 0.3 | 10 | 69 | 7.7 | +12.4 |
DFAX | Dimensional World ex U.S. Core Equity 2 ETF | 0.3 | 31 | 48 | 8.2 | +13.0 |
BKF | iShares MSCI BRIC ETF | 0.3 | 70 | 9 | 8.8 | +13.6 |
SSLY | Syntax Stratified SmallCap ETF | 0.3 | 40 | 39 | 7.3 | +12.1 |
BLES | Inspire Global Hope Large Cap ETF | 0.3 | 52 | 27 | 5.6 | +10.4 |
NUSC | Nuveen ESG Small-Cap ETF | 0.3 | 30 | 49 | 5.7 | +10.5 |
DFIC | Dimensional International Core Equity 2 ETF | 0.3 | 23 | 56 | 6.6 | +11.3 |
RODM | Hartford Multifactor Developed Markets (ex-US) ETF | 0.3 | 29 | 50 | 8.3 | +13.1 |
XJR | iShares ESG Screened S&P Small-Cap ETF | 0.3 | 12 | 67 | 7.4 | +12.2 |
EEMV | iShares MSCI Emerging Markets Min Vol Factor ETF | 0.3 | 25 | 54 | 7.1 | +11.9 |
SVAL | iShares US Small Cap Value Factor ETF | 0.3 | 20 | 59 | 10.3 | +15.1 |
CN | Xtrackers MSCI All China Equity ETF | 0.2 | 50 | 29 | 9.8 | +14.6 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 0.2 | 39 | 40 | 4.3 | +9.1 |
QLC | FlexShares US Quality Large Cap Index Fund | 0.2 | 32 | 47 | 6.7 | +11.4 |
SQEW | LeaderShares Equity Skew ETF | 0.2 | 75 | 4 | 6.3 | +11.1 |
VXF | Vanguard Extended Market Index Fund | 0.2 | 6 | 73 | 2.6 | +7.3 |
PSC | Principal U.S. Small Cap Index ETF | 0.2 | 38 | 41 | 7.2 | +12.0 |
IWN | iShares Russell 2000 Value ETF | 0.2 | 24 | 55 | 2.2 | +6.9 |
SQLV | Legg Mason Small-Cap Quality Value | 0.2 | 61 | 18 | 9.7 | +14.4 |
DFAS | Dimensional U.S. Small Cap ETF | 0.2 | 34 | 45 | 6.7 | +11.5 |
IPO | Renaissance IPO ETF | 0.2 | 60 | 19 | 6.6 | +11.4 |
VTWV | Vanguard Russell 2000 Value Index Fund | 0.2 | 15 | 64 | 2.6 | +7.4 |
FBCG | Fidelity Blue Chip Growth ETF | 0.2 | 59 | 20 | 2.6 | +7.3 |
OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 0.2 | 29 | 50 | 8.2 | +13.0 |
YPS | Arrow Reverse Cap 500 ETF | 0.2 | 29 | 50 | 6.2 | +11.0 |
IWC | iShares Micro-Cap ETF | 0.2 | 60 | 19 | -21.8 | -17.0 |
QVMS | Invesco S&P SmallCap 600 QVM Multi-factor ETF | 0.2 | 15 | 64 | 8.1 | +12.8 |
RYLD | Global X Russell 2000 Covered Call ETF | 0.2 | 60 | 19 | 1.3 | +6.0 |
ISCV | iShares Morningstar Small Cap Value ETF | 0.2 | 6 | 73 | 8.0 | +12.8 |
IEHS | iShares Evolved U.S. Healthcare Staples ETF | 0.2 | 18 | 61 | 5.9 | +10.7 |
VB | Vanguard Small-Cap ETF | 0.2 | 5 | 74 | 6.1 | +10.8 |
EEMA | iShares MSCI Emerging Markets Asia ETF | 0.2 | 50 | 29 | 7.6 | +12.4 |
UEVM | VictoryShares USAA MSCI Emerging Markets Value Momentum ETF | 0.2 | 45 | 34 | 13.6 | +18.4 |
ISMD | Inspire Small/Mid Cap Impact ETF | 0.2 | 57 | 22 | 6.2 | +11.0 |
MMSC | First Trust Multi-Manager Small Cap Opportunities ETF | 0.2 | 95 | -16 | 2.4 | +7.2 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 0.2 | 70 | 9 | 4.4 | +9.1 |
SPEM | SPDR Portfolio Emerging Markets ETF | 0.2 | 11 | 68 | 8.5 | +13.2 |
AAXJ | iShares MSCI All Country Asia ex Japan ETF | 0.1 | 70 | 9 | 7.2 | +12.0 |
GMF | SPDR S&P Emerging Asia Pacific ETF | 0.1 | 49 | 30 | 7.6 | +12.4 |
EEM | iShares MSCI Emerging Markets ETF | 0.1 | 70 | 9 | 7.8 | +12.6 |
DBEM | Xtrackers MSCI Emerging Markets Hedged Equity ETF | 0.1 | 66 | 13 | 7.3 | +12.1 |
JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 0.1 | 29 | 50 | 7.1 | +11.8 |
GSEE | Goldman Sachs MarketBeta Emerging Markets Equity ETF | 0.1 | 36 | 43 | 7.6 | +12.4 |
GSID | Goldman Sachs MarketBeta International Equity ETF | 0.1 | 20 | 59 | 6.8 | +11.5 |
IEMG | iShares Core MSCI Emerging Markets ETF | 0.1 | 11 | 68 | 8.3 | +13.1 |
REMG | SPDR Bloomberg SASB Emerging Markets ESG Select ETF | 0.1 | 16 | 63 | 8.7 | +13.5 |
AFSM | First Trust Active Factor Small Cap ETF | 0.1 | 77 | 2 | 8.2 | +13.0 |
ANEW | ProShares MSCI Transformational Changes ETF | 0.1 | 45 | 34 | 4.0 | +8.8 |
EMCR | Xtrackers Emerging Markets Carbon Reduction and Climate Impr | 0.1 | 15 | 64 | 8.4 | +13.2 |
EEMX | SPDR MSCI Emerging Markets Fossil Fuel Free ETF | 0.1 | 30 | 49 | 8.1 | +12.9 |
USVM | VictoryShares USAA MSCI USA Small Cap Value Momentum ETF | 0.1 | 25 | 54 | 8.1 | +12.9 |
TPLE | Timothy Plan Us Large/Mid Cap Core Enhanced ETF | 0.1 | 52 | 27 | 5.7 | +10.5 |
JHEM | John Hancock Multifactor Emerging Markets ETF | 0.1 | 49 | 30 | 8.9 | +13.6 |
ESGE | iShares ESG Aware MSCI EM ETF | 0.1 | 25 | 54 | 8.5 | +13.3 |
FYX | First Trust Small Cap Core AlphaDEX Fund | 0.1 | 63 | 16 | 8.5 | +13.3 |
IJS | iShares S&P Small-cap 600 Value ETF | 0.1 | 18 | 61 | 7.5 | +12.3 |
VIOV | Vanguard S&P Small-Cap 600 Value ETF | 0.1 | 15 | 64 | 7.6 | +12.4 |
SLYV | SPDR S&P 600 Small Cap Value ETF | 0.1 | 15 | 64 | 7.6 | +12.4 |
SMLV | SPDR SSGA US Small Cap Low Volatility Index ETF | 0.1 | 12 | 67 | 6.8 | +11.6 |
QEMM | SPDR MSCI Emerging Markets StrategicFactors ETF | 0.1 | 30 | 49 | 9.2 | +14.0 |
VBR | Vanguard Small Cap Value Index Fund | 0.1 | 7 | 72 | 8.2 | +13.0 |
EES | WisdomTree SmallCap Earnings Fund | 0.1 | 38 | 41 | 10.1 | +14.9 |
GWX | SPDR S&P International Small Cap ETF | 0.1 | 40 | 39 | 4.2 | +8.9 |
CSF | VictoryShares US Discovery Enhanced Volatility Weighted Idx | 0.1 | 35 | 44 | 8.2 | +13.0 |
GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 0.1 | 20 | 59 | 6.8 | +11.6 |
SMMD | iShares Russell 2500 ETF | 0.1 | 15 | 64 | 6.4 | +11.2 |
RWJ | Invesco S&P SmallCap 600 Revenue ETF | 0.1 | 39 | 40 | 9.2 | +14.0 |
SCHM | Schwab U.S. Mid-Cap ETF | 0.1 | 4 | 75 | 6.4 | +11.2 |
IWY | iShares Russell Top 200 Growth ETF | 0.1 | 20 | 59 | 5.8 | +10.6 |
VONG | Vanguard Russell 1000 Growth Index Fund | 0.0 | 8 | 71 | 5.6 | +10.4 |
IWF | iShares Russell 1000 Growth ETF | 0.0 | 19 | 60 | 5.5 | +10.3 |
VFLQ | Vanguard U.S. Liquidity Factor ETF | 0.0 | 13 | 66 | 1.9 | +6.7 |
AVEM | Avantis Emerging Markets Equity ETF | 0.0 | 33 | 46 | 9.9 | +14.7 |
DFAT | Dimensional U.S. Targeted Value ETF | 0.0 | 34 | 45 | 8.3 | +13.1 |
PLTL | Principal US Small-Cap Adaptive Multi-Factor ETF | 0.0 | 19 | 60 | 8.0 | +12.8 |
DBAW | Xtrackers MSCI All World ex US Hedged Equity ETF | 0.0 | 41 | 38 | 6.9 | +11.6 |
ACWX | iShares MSCI ACWI ex U.S. ETF | 0.0 | 32 | 47 | 7.1 | +11.8 |
IXUS | ishares Core MSCI Total International Stock ETF | 0.0 | 9 | 70 | 7.1 | +11.9 |
IWS | iShares Russell Mid-Cap Value ETF | 0.0 | 23 | 56 | 6.7 | +11.5 |
CWI | SPDR MSCI ACWI ex-US ETF | 0.0 | 30 | 49 | 7.0 | +11.8 |
IWR | iShares Russell Midcap ETF | 0.0 | 19 | 60 | 5.9 | +10.7 |
SPDW | SPDR Portfolio Developed World ex-US ETF | 0.0 | 4 | 75 | 6.6 | +11.4 |
IWP | iShares Russell Mid-Cap Growth ETF | 0.0 | 23 | 56 | 4.4 | +9.1 |
CXSE | WisdomTree China ex-State-Owned Enterprises Fund | 0.0 | 32 | 47 | 6.1 | +10.8 |
IUSS | Invesco Strategic US Small Company ETF | 0.0 | 23 | 56 | 6.2 | +10.9 |
OMFS | Invesco Russell 2000 Dynamic Multifactor ETF | 0.0 | 39 | 40 | 7.1 | +11.9 |
DFAI | Dimensional International Core Equity Market ETF | 0.0 | 18 | 61 | 6.5 | +11.3 |
DFAE | Dimensional Emerging Core Equity Market ETF | 0.0 | 35 | 44 | 8.7 | +13.5 |
FLCH | Franklin FTSE China ETF | 0.0 | 19 | 60 | 9.7 | +14.5 |
SCHE | Schwab Emerging Markets Equity ETF | 0.0 | 11 | 68 | 8.2 | +12.9 |
VWO | Vanguard FTSE Emerging Markets ETF | 0.0 | 10 | 69 | 8.1 | +12.9 |
FLAX | Franklin FTSE Asia Ex Japan ETF | 0.0 | 19 | 60 | 7.6 | +12.4 |
NUDM | Nuveen ESG International Developed Markets Equity ETF | 0.0 | 30 | 49 | 6.1 | +10.9 |
TLTE | FlexShares Morningstar Emerging Markets Factor Tilt Index | 0.0 | 59 | 20 | 10.3 | +15.0 |
VEU | Vanguard FTSE All-World ex-US Index Fund | 0.0 | 8 | 71 | 7.3 | +12.0 |
VXUS | Vanguard Total International Stock ETF | 0.0 | 8 | 71 | 7.2 | +12.0 |
XSOE | WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | 0.0 | 32 | 47 | 6.7 | +11.5 |
1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.
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RESULTS & ESTIMATES
2017 | 2018 | 2019 | 2020 | 2021 | 2022E | 2023E | |
---|---|---|---|---|---|---|---|
Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share ![]() |
** | ** | ** | ** | ** | ** | ** |
Book value per share | ** | ** | ** | ** | ** | ** | ** |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
OTHER FUNDAMENTAL METRICS
Long term EPS growth est. | **% | Debt-to-equity | **x | |
Asset turnover | **% | Assets-to-equity | **x |
*Six months ago = 100 |
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VALUATION METRICS
2021 | 2022E | 2023E | |
---|---|---|---|
Price-to-sales | ** | ** | ** |
Price-to-earnings | ** | ** | ** |
Price-to-cash flow | ** | ** | ** |
Price-to-growth | ** | ** | ** |
Price-to-book value | ** | ** | ** |
Yield | ** | ** | ** |
Historical valuation trends
Forward multiple: |
Loncar Cancer Immunotherapy ETF | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
AVOID |
Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant. |
ALTAR Score™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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