First Trust SkyBridge Crypto Industry & Digital Economy ETF
ALTAR
Score™
-1.0% info Recommen-
dation
AVOID
2024E    2025E
P/E
ratio
-149.0x P/Sales
ratio
4.2x
P/BV
ratio
4.2x Div.
yield
0.0%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
CRPT actively invests in companies supporting the crypto industry and the digital economy around the world.

FUND BASICS
Category Global Equities
Fund Sponsor Charger Corp.
Website www.ftportfolios.com/Retail/etf/etfSummary.aspx?Ticker=CRPT
Inception date Sep 20, 2021
Assets (mns) $231
Currency USD
Expense ratio 85 bp
Distributions Annually

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 124
Wgt avg mkt cap (mns) $75,687
Large cap (>$10bn) 43.9%
Mid cap ($2-10bn) 13.6%
Small cap (<$2bn) 42.5%
Developed mkts 99.8%
Emerging mkts 0.2%

TOP TEN HOLDINGS
COINBASE GLOBAL, INC. CLASS A 18.6 %
MICROSTRATEGY INC-CL A 16.6 %
BITDEER TECHNOLOGIES GROUP (CLASS 12.1 %
GALAXY DIGITAL HOLDINGS LTD. 12.1 %
MARATHON DIGITAL HOLDINGS INC 11.5 %
RIOT BLOCKCHAIN INC 9.2 %
TERAWULF INC. 6.3 %
IRIS ENERGY LTD. 6.1 %
CLEANSPARK, INC. 4.1 %
CIPHER MINING INC 3.4 %
Total 100.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 89.2 %
AUSTRALIA 6.1 %
CANADA 1.4 %
TAIWAN 0.1 %
ARGENTINA 0.1 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
12.8% 78.8% -- -- -23.2%

Market Correlations
versus... Beta R-squared
S&P500 3.13 46%
MSCI EAFE 2.42 27%
MSCI Emg. Mkts. 1.82 15%

Technical Indicators
Recent close $13.14
30d moving avg. $13.00
Annualized volatility 85.2%
Short interest (ETF) 0.1%
Relative strength (RSI) 57

Liquidity measures
Avg. volume (thou.) 91
Turnover 0.5%
Bid/Ask (% of price) 2.30%
ADV underlying (mns) $94,548

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 711 potential alternatives to the First Trust SkyBridge Crypto Industry & Digital Economy ETF ETF based on the alternatives' overlap in portfolio holdings with CRPT. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: CRPT Expense: 85 bp ALTAR Score™: -1.0%


ALTERNATIVE ETFs BASED ON OVERLAP WITH CRPT
Ticker Fund
Name
Overlap1
vs CRPT
(%)
Expense
ratio
(bp)
Savings
vs CRPT
(bp)
ALTAR
Score™
(%)
ALTAR
vs CRPT
(%)
FDIG Fidelity Crypto Industry and Digital Payments ETF 52.8 39 46 -0.7 +0.4
BITQ Bitwise Crypto Industry Innovators ETF 51.9 85 0 -1.6 -0.5
BKCH Global X Blockchain ETF 51.8 50 35 -3.7 -2.6
IBLC iShares Blockchain and Tech ETF 49.3 47 38 -0.9 +0.1
DAPP VanEck Digital Transformation ETF 47.6 50 35 -1.6 -0.6
GFOF Grayscale Future of Finance ETF 40.1 70 15 0.2 +1.2
WGMI Valkyrie Bitcoin Miners ETF 33.0 75 10 -7.1 -6.0
SATO Invesco Alerian Galaxy Crypto Economy ETF 32.3 61 24 -1.1 -0.0
BLOK Amplify Transformational Data Sharing ETF 27.4 75 10 0.9 +2.0
STCE Schwab Crypto Thematic ETF 22.5 30 55 2.1 +3.1
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 20.3 68 17 4.1 +5.2
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 15.1 61 24 2.7 +3.7
BWEB Bitwise Web3 ETF 14.9 85 0 0.9 +1.9
DAT ProShares Big Data Refiners ETF 12.8 58 27 1.5 +2.5
ARKF ARK Fintech Innovation ETF 12.6 75 10 -0.3 +0.7
BUZZ VanEck Social Sentiment ETF 10.9 75 10 0.1 +1.2
ARKW ARK Next Generation Internet ETF 10.6 87 -2 -0.9 +0.2
IPO Renaissance IPO ETF 9.6 60 25 -1.9 -0.9
ARKK ARK Innovation ETF 9.4 75 10 -4.2 -3.2
FINX Global X FinTech ETF 8.4 68 17 3.4 +4.4
PTF Invesco Dorsey Wright Technology Momentum ETF 6.8 60 25 0.6 +1.6
KOMP SPDR S&P Kensho New Economies Composite ETF 5.6 20 65 1.1 +2.2
MVPS Amplify Thematic All-Stars ETF 5.5 49 36 2.8 +3.8
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 5.3 75 10 5.6 +6.7
SFYF SoFi Social 50 ETF 4.9 29 56 -3.2 -2.1
GINN Goldman Sachs Innovate Equity ETF 4.8 52 33 2.6 +3.6
FDFF Fidelity Disruptive Finance ETF 4.8 50 35 4.7 +5.7
BCDF Horizon Kinetics Blockchain Development ETF 4.7 85 0 5.0 +6.0
DARP Grizzle Growth ETF 4.6 75 10 3.4 +4.4
XSW SPDR S&P Software & Services ETF 4.4 35 50 2.3 +3.3
IETC iShares U.S. Tech Independence Focused ETF 4.4 18 67 4.4 +5.4
CGGR Capital Group Growth ETF 4.4 39 46 3.4 +4.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 4.4 25 60 5.5 +6.5
ILCB iShares Morningstar U.S. Equity ETF 4.4 3 82 5.0 +6.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 4.4 11 74 5.0 +6.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4.4 10 75 5.2 +6.3
STXG Strive 1000 Growth ETF 4.3 18 67 4.1 +5.1
PBUS Invesco MSCI USA ETF 4.3 4 81 5.0 +6.1
AVUS Avantis U.S. Equity ETF 4.3 15 70 5.8 +6.8
IWV iShares Russell 3000 ETF 4.3 20 65 4.8 +5.8
ONEQ Fidelity Nasdaq Composite Index ETF 4.3 21 64 3.7 +4.7
SFY SoFi Select 500 ETF 4.3 0 85 4.5 +5.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 4.3 3 82 4.9 +6.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 4.3 7 78 5.0 +6.0
IWB iShares Russell 1000 ETF 4.3 15 70 4.9 +6.0
KOKU Xtrackers MSCI Kokusai Equity ETF 4.3 9 76 5.3 +6.3
SCHB Schwab U.S. Broad Market ETF 4.3 3 82 5.0 +6.0
TOK iShares MSCI Kokusai ETF 4.3 26 59 5.1 +6.1
IYY iShares Dow Jones U.S. ETF 4.3 20 65 4.9 +5.9
APUE ActivePassive U.S. Equity ETF 4.3 45 40 4.8 +5.8
URTH iShares MSCI World ETF 4.3 24 61 5.2 +6.2
VOTE TCW Transform 500 ETF 4.3 5 80 5.0 +6.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 4.3 2 83 5.1 +6.1
DFAC Dimensional U.S. Core Equity 2 ETF 4.3 17 68 5.5 +6.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 4.3 20 65 5.1 +6.1
DFAU Dimensional US Core Equity Market ETF 4.3 12 73 5.2 +6.2
DFUS Dimensional U.S. Equity ETF 4.3 9 76 5.0 +6.0
ACWI iShares MSCI ACWI ETF 4.3 32 53 5.3 +6.3
SCHX Schwab U.S. Large-Cap ETF 4.3 3 82 5.1 +6.1
SCHK Schwab 1000 Index ETF 4.2 5 80 5.1 +6.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 4.2 9 76 5.5 +6.5
STRV Strive 500 ETF 4.2 5 80 5.0 +6.0
ESGV Vanguard ESG U.S. Stock ETF 4.2 9 76 4.9 +5.9
MOON Direxion Moonshot Innovators ETF 4.2 65 20 0.0 +1.0
ILCG iShares Morningstar Growth ETF 4.2 4 81 3.8 +4.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 4.2 65 20 5.1 +6.2
VUG Vanguard Growth ETF 4.2 4 81 4.0 +5.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 4.1 9 76 5.5 +6.5
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 4.1 40 45 5.2 +6.2
BKLC BNY Mellon US Large Cap Core Equity ETF 4.1 0 85 5.1 +6.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 4.1 7 78 5.0 +6.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 4.1 8 77 5.0 +6.0
DFSU Dimensional US Sustainability Core 1 ETF 4.1 18 67 5.5 +6.6
IGM iShares Expanded Tech Sector ETF 4.1 41 44 4.2 +5.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 4.1 12 73 4.7 +5.7
SCHG Schwab U.S. Large-Cap Growth ETF 4.1 4 81 4.2 +5.2
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 4.1 3 82 5.2 +6.2
NZUS SPDR MSCI USA Climate Paris Aligned ETF 4.1 10 75 4.5 +5.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 4.1 10 75 4.4 +5.4
SPXE ProShares S&P 500 Ex-Energy ETF 4.1 9 76 4.9 +5.9
SPXV ProShares S&P 500 Ex-Health Care ETF 4.1 9 76 4.8 +5.8
CATH Global X S&P 500 Catholic Values Custom ETF 4.1 29 56 4.9 +6.0
QVML Invesco S&P 500 QVM Multi-factor ETF 4.1 11 74 4.8 +5.9
IVV iShares Core S&P 500 ETF 4.1 3 82 5.1 +6.1
XVV iShares ESG Screened S&P 500 ETF 4.1 8 77 4.9 +5.9
SPLG SPDR Portfolio S&P 500 ETF 4.1 2 83 5.1 +6.1
SPY SPDR S&P 500 ETF Trust 4.1 9 76 5.0 +6.0
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 4.1 20 65 4.8 +5.9
ESGU iShares ESG Aware MSCI USA ETF 4.0 15 70 5.1 +6.1
QUS SPDR MSCI USA StrategicFactors ETF 4.0 15 70 5.8 +6.8
MMTM SPDR S&P 1500 Momentum Tilt ETF 4.0 12 73 4.6 +5.6
VONG Vanguard Russell 1000 Growth ETF 4.0 8 77 4.7 +5.7
LRGF iShares U.S. Equity Factor ETF 4.0 8 77 5.7 +6.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 4.0 14 71 5.0 +6.1
IWL iShares Russell Top 200 ETF 4.0 15 70 4.8 +5.8
OEF iShares S&P 100 ETF 4.0 20 65 4.8 +5.8
PNQI Invesco NASDAQ Internet ETF 4.0 60 25 2.4 +3.4
VV Vanguard Large-Cap ETF 4.0 4 81 5.1 +6.1
VTI Vanguard Total Stock Market ETF 4.0 3 82 4.9 +6.0
ANEW ProShares MSCI Transformational Changes ETF 4.0 45 40 3.5 +4.5
VTHR Vanguard Russell 3000 ETF 4.0 10 75 4.9 +6.0
VONE Vanguard Russell 1000 ETF 3.9 8 77 5.1 +6.1
IYW iShares U.S. Technology ETF 3.9 40 45 4.2 +5.3
PWB Invesco Large Cap Growth ETF 3.9 56 29 3.2 +4.2
IUSG iShares Core S&P U.S. Growth ETF 3.9 4 81 4.5 +5.5
MGC Vanguard Mega Cap ETF 3.9 7 78 4.9 +5.9
HAPI Harbor Human Capital Factor US Large Cap ETF 3.9 36 49 4.6 +5.6
IWF iShares Russell 1000 Growth ETF 3.9 19 66 4.5 +5.6
QQMG Invesco ESG NASDAQ 100 ETF 3.9 20 65 4.5 +5.5
QQQ Invesco QQQ Trust Series I 3.9 20 65 4.3 +5.4
QQQM Invesco NASDAQ 100 ETF 3.9 15 70 4.4 +5.4
JGRO JPMorgan Active Growth ETF 3.9 44 41 3.3 +4.3
JHML John Hancock Multifactor Large Cap ETF 3.9 29 56 5.4 +6.5
FLQL Franklin LibertyQ U.S. Equity ETF 3.9 15 70 5.6 +6.6
IVW iShares S&P 500 Growth ETF 3.9 18 67 4.3 +5.3
SPYG SPDR Portfolio S&P 500 Growth ETF 3.9 4 81 4.4 +5.5
VOOG Vanguard S&P 500 Growth ETF 3.9 10 75 4.4 +5.4
MGK Vanguard Mega Cap Growth ETF 3.9 7 78 4.0 +5.0
QWLD SPDR MSCI World StrategicFactors ETF 3.9 30 55 5.8 +6.8
TECB iShares U.S. Tech Breakthrough Multisector ETF 3.9 40 45 4.0 +5.1
YALL God Bless America ETF 3.8 65 20 3.8 +4.8
TRFM AAM Transformers ETF 3.8 49 36 1.4 +2.4
NANC Unusual Whales Subversive Democratic Trading ETF 3.8 75 10 3.7 +4.7
VOO Vanguard S&P 500 ETF 3.8 3 82 5.2 +6.2
INNO Harbor Disruptive Innovation ETF 3.8 75 10 -1.5 -0.5
XLG Invesco S&P 500 Top 50 ETF 3.8 20 65 4.4 +5.4
GLOF iShares Global Equity Factor ETF 3.8 20 65 6.9 +8.0
FCLD Fidelity Cloud Computing ETF 3.8 39 46 3.2 +4.3
EGUS iShares ESG Aware MSCI USA Growth ETF 3.8 18 67 4.2 +5.2
TMFC Motley Fool 100 Index ETF 3.8 50 35 3.6 +4.6
SPXN ProShares S&P 500 Ex-Financials ETF 3.8 9 76 5.0 +6.1
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 3.8 57 28 3.7 +4.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.8 45 40 4.4 +5.4
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 3.7 47 38 1.8 +2.8
FELC Fidelity Enhanced Large Cap Core ETF 3.7 18 67 5.4 +6.4
IWY iShares Russell Top 200 Growth ETF 3.7 20 65 4.7 +5.7
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.7 35 50 4.9 +5.9
CGUS Capital Group Core Equity ETF 3.7 33 52 4.5 +5.5
QUAL iShares MSCI USA Quality Factor ETF 3.7 15 70 5.1 +6.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 3.7 30 55 4.6 +5.6
DLN WisdomTree U.S. LargeCap Dividend Fund 3.7 28 57 6.0 +7.0
VT Vanguard Total World Stock ETF 3.7 7 78 5.6 +6.6
VFMO Vanguard U.S. Momentum Factor ETF 3.7 13 72 2.3 +3.3
ADME Aptus Drawdown Managed Equity ETF 3.7 79 6 4.1 +5.2
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.7 58 27 4.7 +5.7
PSET Principal Quality ETF 3.7 15 70 5.2 +6.2
EQWL Invesco S&P 100 Equal Weight ETF 3.7 25 60 6.6 +7.6
SNPG Xtrackers S&P 500 Growth ESG ETF 3.6 15 70 4.5 +5.5
LCF Touchstone US Large Cap Focused ETF 3.6 69 16 4.2 +5.3
DTD WisdomTree U.S. Total Dividend Fund 3.6 28 57 6.3 +7.3
DGRW WisdomTree US Quality Dividend Growth Fund 3.6 28 57 6.0 +7.0
BTHM BlackRock Future U.S. Themes ETF 3.6 60 25 4.0 +5.0
FELG Fidelity Enhanced Large Cap Growth ETF 3.6 18 67 4.6 +5.6
WUGI AXS Esoterica NextG Economy ETF 3.6 75 10 2.5 +3.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.6 25 60 5.7 +6.7
QLC FlexShares US Quality Large Cap Index Fund 3.6 25 60 5.4 +6.4
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 3.6 56 29 6.1 +7.2
PSCT Invesco S&P SmallCap Information Technology ETF 3.6 29 56 5.2 +6.2
NACP Impact Shares NAACP Minority Empowerment ETF 3.6 49 36 4.9 +6.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 3.6 19 66 6.4 +7.4
QLV FlexShares US Quality Low Volatility Index Fund 3.6 22 63 3.9 +4.9
DEMZ Democratic Large Cap Core ETF 3.5 45 40 4.1 +5.1
QDF FlexShares Quality Dividend Index Fund 3.5 37 48 4.4 +5.5
RPG Invesco S&P 500 Pure Growth ETF 3.5 35 50 3.3 +4.3
OALC OneAscent Large Cap Core ETF 3.5 86 -1 4.4 +5.4
FDG American Century Focused Dynamic Growth ETF 3.5 45 40 2.5 +3.5
PRF Invesco FTSE RAFI US 1000 ETF 3.5 39 46 7.1 +8.1
RVRB Reverb ETF 3.5 30 55 4.8 +5.8
VLU SPDR S&P 1500 Value Tilt ETF 3.5 12 73 7.1 +8.1
FDTX Fidelity Disruptive Technology ETF 3.5 50 35 2.7 +3.7
FNDX Schwab Fundamental US Large Co. Index ETF 3.5 25 60 7.0 +8.0
FNDB Schwab Fundamental US Broad Market Index ETF 3.5 25 60 6.9 +8.0
QTUM Defiance Quantum ETF 3.4 40 45 4.0 +5.1
QDEF FlexShares Quality Dividend Defensive Index Fund 3.4 37 48 4.3 +5.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.4 50 35 4.3 +5.3
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 3.4 15 70 5.7 +6.8
METV Roundhill Ball Metaverse ETF 3.4 59 26 3.1 +4.2
KONG Formidable Fortress ETF 3.4 89 -4 5.8 +6.8
KRUZ Unusual Whales Subversive Republican Trading ETF 3.4 75 10 5.5 +6.6
FBCG Fidelity Blue Chip Growth ETF 3.4 59 26 2.6 +3.6
FDMO Fidelity Momentum Factor ETF 3.4 15 70 4.0 +5.0
RWL Invesco S&P 500 Revenue ETF 3.4 39 46 6.7 +7.7
GGRW Gabelli Growth Innovators ETF 3.4 90 -5 2.4 +3.4
RECS Columbia Research Enhanced Core ETF 3.4 15 70 5.5 +6.5
RFDA RiverFront Dynamic US Dividend Advantage ETF 3.4 52 33 5.5 +6.5
DSI iShares MSCI KLD 400 Social ETF 3.3 25 60 5.0 +6.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 3.3 10 75 5.1 +6.1
SUSL iShares ESG MSCI USA Leaders ETF 3.3 10 75 5.1 +6.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 3.3 75 10 4.1 +5.1
HDUS Hartford Disciplined US Equity ETF 3.3 19 66 6.0 +7.0
JCTR JPMorgan Carbon Transition U.S. Equity ETF 3.3 15 70 4.8 +5.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 3.2 20 65 4.9 +5.9
IUS Invesco RAFI Strategic US ETF 3.2 19 66 7.1 +8.1
JMOM JPMorgan U.S. Momentum Factor ETF 3.2 12 73 4.7 +5.7
WRND IQ Global Equity R&D Leaders ETF 3.2 18 67 6.7 +7.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.2 29 56 6.1 +7.1
QGRW WisdomTree U.S. Quality Growth Fund 3.2 28 57 4.5 +5.5
SUSA iShares MSCI USA ESG Select ETF 3.2 25 60 5.1 +6.1
GSPY Gotham Enhanced 500 ETF 3.1 50 35 5.1 +6.1
XNTK SPDR NYSE Technology ETF 3.1 35 50 3.7 +4.7
SPMV Invesco S&P 500 Minimum Variance ETF 3.1 10 75 5.5 +6.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 3.1 32 53 4.9 +5.9
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 3.1 75 10 3.2 +4.2
LRND IQ U.S. Large Cap R&D Leaders ETF 3.1 14 71 5.7 +6.7
NULC Nuveen ESG Large-Cap ETF 3.1 21 64 5.5 +6.5
ROUS Hartford Multifactor US Equity ETF 3.1 19 66 6.9 +7.9
KRMA Global X Conscious Companies ETF 3.1 43 42 5.6 +6.7
SNPE Xtrackers S&P 500 ESG ETF 3.1 10 75 5.1 +6.1
JOET Virtus Terranova US Quality Momentum ETF 3.1 29 56 5.0 +6.1
DGT SPDR Global Dow ETF 3.1 50 35 6.5 +7.5
EPS WisdomTree U.S. LargeCap Fund 3.1 8 77 6.0 +7.0
HLGE Hartford Longevity Economy ETF 3.0 44 41 5.9 +6.9
ARVR First Trust Indxx Metaverse ETF 3.0 70 15 1.5 +2.5
LCLG Logan Capital Broad Innovative Growth ETF 3.0 99 -14 4.6 +5.6
FXL First Trust Technology AlphaDEX Fund 3.0 61 24 4.9 +5.9
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 3.0 15 70 9.7 +10.8
SPHB Invesco S&P 500 High Beta ETF 3.0 25 60 3.8 +4.8
GVIP Goldman Sachs Hedge Industry VIP ETF 3.0 45 40 5.0 +6.0
VSLU Applied Finance Valuation Large Cap ETF 3.0 49 36 5.5 +6.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.9 15 70 4.7 +5.7
SQEW LeaderShares Equity Skew ETF 2.9 81 4 3.8 +4.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.9 60 25 4.0 +5.0
WTAI WisdomTree Artificial Intelligence and Innovation Fund 2.9 45 40 2.9 +3.9
JGLO JPMorgan Global Select Equity ETF 2.9 33 52 4.3 +5.3
RFFC ALPS Active Equity Opportunity ETF 2.8 48 37 4.2 +5.2
TIME Clockwise Core Equity & Innovation ETF 2.8 95 -10 1.3 +2.3
IOO iShares Global 100 ETF 2.8 41 44 4.6 +5.6
JEPI JPMorgan Equity Premium Income ETF 2.8 35 50 5.3 +6.3
USMC Principal U.S. Mega-Cap ETF 2.8 12 73 4.8 +5.8
ROE Astoria US Quality Kings ETF 2.8 49 36 7.7 +8.7
JQUA JPMorgan U.S. Quality Factor ETF 2.8 12 73 5.9 +6.9
XT iShares Exponential Technologies ETF 2.8 46 39 4.5 +5.5
FMIL Fidelity New Millennium ETF 2.8 59 26 4.5 +5.5
XPND First Trust Expanded Technology ETF 2.8 65 20 3.9 +4.9
PEXL Pacer US Export Leaders ETF 2.8 60 25 5.1 +6.2
GK AdvisorShares Gerber Kawasaki ETF 2.8 75 10 3.2 +4.2
PDP Invesco Dorsey Wright Momentum ETF 2.8 62 23 3.4 +4.4
HLAL Wahed FTSE USA Shariah ETF 2.8 50 35 4.6 +5.6
BKWO BNY Mellon Women's Opportunities ETF 2.7 50 35 3.8 +4.8
AFLG First Trust Active Factor Large Cap ETF 2.7 55 30 6.1 +7.1
QGRO American Century U.S. Quality Growth ETF 2.7 29 56 4.6 +5.7
CACG ClearBridge All Cap Growth ESG ETF 2.7 54 31 3.6 +4.6
LRGE ClearBridge Large Cap Growth ESG ETF 2.7 59 26 3.5 +4.5
MTUM iShares MSCI USA Momentum Factor ETF 2.7 15 70 3.7 +4.7
KOCG FIS Knights of Columbus Global Belief ETF 2.7 75 10 5.2 +6.2
FFLC Fidelity Fundamental Large Cap Core ETF 2.7 38 47 4.9 +5.9
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.7 65 20 3.6 +4.6
FMET Fidelity Metaverse ETF 2.7 39 46 4.7 +5.7
FQAL Fidelity Quality Factor ETF 2.7 15 70 5.7 +6.7
VERS ProShares Metaverse ETF 2.7 58 27 -15.3 -14.3
SPMO Invesco S&P 500 Momentum ETF 2.7 13 72 3.6 +4.7
IVRS iShares Future Metaverse Tech and Communications ETF 2.7 47 38 -3.7 -2.7
CHAT Roundhill Generative AI & Technology ETF 2.7 75 10 3.5 +4.6
WISE Themes Generative Artificial Intelligence ETF 2.7 35 50 2.1 +3.2
RAYD Rayliant Quantitative Developed Market Equity ETF 2.7 80 5 4.3 +5.3
VGT Vanguard Information Technology ETF 2.7 10 75 4.3 +5.4
SPGP Invesco S&P 500 GARP ETF 2.7 34 51 8.1 +9.1
RUFF Alpha Dog ETF 2.7 94 -9 4.4 +5.4
VUSE Vident U.S. Equity Strategy ETF 2.7 50 35 3.4 +4.4
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 2.7 75 10 4.8 +5.9
FTEC Fidelity MSCI Information Technology Index ETF 2.7 8 77 4.4 +5.4
CGGO Capital Group Global Growth Equity ETF 2.7 47 38 4.4 +5.4
FCPI Fidelity Stocks for Inflation ETF 2.6 15 70 8.3 +9.3
FLRG Fidelity U.S. Multifactor ETF 2.6 15 70 7.5 +8.5
MBCC Monarch Blue Chips Core ETF 2.6 125 -40 3.4 +4.4
GURU Global X Guru Index ETF 2.6 75 10 1.7 +2.8
SHE SPDR MSCI USA Gender Diversity ETF 2.6 20 65 4.9 +5.9
JAVA JPMorgan Active Value ETF 2.6 44 41 6.1 +7.1
IGPT Invesco AI and Next Gen Software ETF 2.6 60 25 3.7 +4.8
GBUY Goldman Sachs Future Consumer Equity ETF 2.6 75 10 3.4 +4.4
RAFE PIMCO RAFI ESG U.S. ETF 2.6 29 56 7.0 +8.0
VEGN US Vegan Climate ETF 2.6 60 25 4.6 +5.6
SAMT Strategas Macro Thematic Opportunities ETF 2.6 65 20 4.5 +5.5
FDCF Fidelity Disruptive Communications ETF 2.6 50 35 2.5 +3.5
AIQ Global X Artificial Intelligence & Technology ETF 2.6 68 17 3.7 +4.7
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.6 49 36 4.9 +5.9
FBOT Fidelity Disruptive Automation ETF 2.6 50 35 3.4 +4.5
CAML Congress Large Cap Growth ETF 2.6 66 19 3.1 +4.1
XITK SPDR FactSet Innovative Technology ETF 2.5 45 40 2.6 +3.6
AESR Anfield U.S. Equity Sector Rotation ETF 2.5 108 -23 4.1 +5.1
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 2.5 59 26 6.8 +7.8
FFTY Innovator IBD 50 ETF 2.4 80 5 1.2 +2.2
FTC First Trust Large Cap Growth AlphaDEX Fund 2.4 59 26 2.7 +3.8
AOTG AOT Growth and Innovation ETF 2.4 75 10 3.2 +4.2
CHGX AXS Change Finance ESG ETF 2.4 49 36 4.9 +6.0
CARZ First Trust NASDAQ Global Auto Index Fund 2.3 70 15 2.6 +3.6
ACVF American Conservative Values ETF 2.3 75 10 4.3 +5.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.3 64 21 2.1 +3.2
FDWM Fidelity Women's Leadership ETF 2.3 59 26 4.9 +5.9
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.3 9 76 4.7 +5.8
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.3 65 20 8.0 +9.1
GDEF Goldman Sachs Defensive Equity ETF 2.3 55 30 4.8 +5.8
RSPT Invesco S&P 500 Equal Weight Technology ETF 2.2 40 45 5.3 +6.3
IXN iShares Global Tech ETF 2.2 41 44 3.9 +4.9
XLK Technology Select Sector SPDR Fund 2.2 9 76 4.6 +5.7
HAPY Harbor Human Capital Factor Unconstrained ETF 2.2 50 35 4.8 +5.8
DUHP Dimensional US High Profitability ETF 2.2 21 64 6.6 +7.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.1 18 67 5.8 +6.8
VFMV Vanguard U.S. Minimum Volatility ETF 2.1 13 72 5.2 +6.2
SMCP AlphaMark Actively Managed Small Cap ETF 2.1 90 -5 6.9 +7.9
FSST Fidelity Sustainable U.S. Equity ETF 2.1 59 26 2.8 +3.8
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 2.1 79 6 5.7 +6.7
ESGG FlexShares STOXX Global ESG Select Index Fund 2.1 42 43 5.0 +6.0
FDN First Trust Dow Jones Internet Index Fund 2.1 52 33 2.2 +3.2
IVES Wedbush ETFMG Global Cloud Technology ETF 2.1 68 17 1.5 +2.5
IGV iShares Expanded Tech-Software Sector ETF 2.1 41 44 3.2 +4.2
ULVM VictoryShares US Value Momentum ETF 2.1 20 65 7.4 +8.5
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.1 65 20 1.2 +2.2
FDND FT Vest Dow Jones Internet & Target Income ETF 2.1 75 10 2.1 +3.1
JHDV John Hancock U.S. High Dividend ETF 2.0 34 51 6.3 +7.3
ARKQ ARK Autonomous Technology & Robotics ETF 2.0 75 10 2.2 +3.2
USMV iShares MSCI USA Min Vol Factor ETF 2.0 15 70 5.8 +6.9
SSPX Janus Henderson U.S. Sustainable Equity ETF 2.0 55 30 3.9 +5.0
FDRR Fidelity Dividend ETF for Rising Rates 2.0 15 70 7.5 +8.5
FDVV Fidelity High Dividend ETF 2.0 15 70 8.9 +9.9
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 2.0 15 70 7.2 +8.2
ILCV iShares Morningstar Value ETF 2.0 4 81 6.4 +7.4
EUSA iShares MSCI USA Equal Weighted ETF 2.0 9 76 6.0 +7.0
NBDS Neuberger Berman Disrupters ETF 2.0 55 30 1.4 +2.4
VTWG Vanguard Russell 2000 Growth ETF 2.0 15 70 1.5 +2.5
FUNL CornerCap Fundametrics Large-Cap ETF 2.0 50 35 7.0 +8.0
SSPY Syntax Stratified LargeCap ETF 1.9 30 55 6.5 +7.5
NULG Nuveen ESG Large-Cap Growth ETF 1.9 26 59 4.3 +5.3
CBSE Clough Select Equity ETF 1.9 85 0 -1.4 -0.4
GDVD R3 Global Dividend Growth ETF 1.9 88 -3 5.5 +6.5
GGME Invesco Next Gen Media and Gaming ETF 1.9 60 25 3.6 +4.6
TRFK Pacer Data and Digital Revolution ETF 1.9 60 25 4.1 +5.2
PFI Invesco Dorsey Wright Financial Momentum ETF 1.9 60 25 5.8 +6.8
WOMN Impact Shares YWCA Women's Empowerment ETF 1.9 75 10 4.8 +5.8
USXF iShares ESG Advanced MSCI USA ETF 1.9 10 75 5.1 +6.1
LVOL American Century Low Volatility ETF 1.9 29 56 4.9 +5.9
SIZE iShares MSCI USA Size Factor ETF 1.9 15 70 5.9 +7.0
KCE SPDR S&P Capital Markets ETF 1.8 35 50 6.9 +7.9
CRTC Xtrackers US National Critical Technologies ETF 1.8 35 50 5.2 +6.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.8 9 76 6.0 +7.0
MOTO SmartETFs Smart Transportation & Technology ETF 1.8 68 17 6.5 +7.5
FEX First Trust Large Cap Core AlphaDEX Fund 1.8 59 26 5.9 +6.9
SPXT ProShares S&P 500 Ex-Technology ETF 1.8 9 76 5.5 +6.5
DRUP GraniteShares Nasdaq Select Disruptors ETF 1.8 60 25 3.6 +4.7
JVAL JPMorgan U.S. Value Factor ETF 1.8 12 73 8.2 +9.2
CLOD Themes Cloud Computing ETF 1.8 35 50 3.5 +4.6
QLTY GMO U.S. Quality ETF 1.8 50 35 4.2 +5.2
FTGS First Trust Growth Strength ETF 1.8 60 25 5.6 +6.6
VNSE Natixis Vaughan Nelson Select ETF 1.8 80 5 3.2 +4.2
DRIV Global X Autonomous & Electric Vehicles ETF 1.8 68 17 5.2 +6.2
CGDV Capital Group Dividend Value ETF 1.8 33 52 5.8 +6.8
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.7 80 5 5.9 +7.0
AVLV Avantis U.S. Large Cap Value ETF 1.7 15 70 7.4 +8.4
DUSA Davis Select U.S. Equity ETF 1.7 61 24 7.1 +8.1
OGIG ALPS O'Shares Global Internet Giants ETF 1.7 48 37 0.5 +1.6
FPX First Trust US Equity Opportunities ETF 1.7 61 24 1.6 +2.6
AIEQ AI Powered Equity ETF 1.7 75 10 3.1 +4.1
ITAN Sparkline Intangible Value ETF 1.7 50 35 6.4 +7.5
FELV Fidelity Enhanced Large Cap Value ETF 1.7 18 67 6.5 +7.5
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 1.6 15 70 6.6 +7.7
ACSI American Customer Satisfaction ETF 1.6 65 20 4.3 +5.3
FVAL Fidelity Value Factor ETF 1.6 15 70 7.2 +8.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.6 20 65 6.0 +7.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.6 18 67 7.5 +8.5
VFMF Vanguard U.S. Multifactor ETF 1.6 18 67 8.7 +9.7
WFH Direxion Work From Home ETF 1.6 45 40 6.4 +7.5
XDAT Franklin Exponential Data ETF 1.6 50 35 2.9 +3.9
CFA VictoryShares US 500 Volatility Wtd ETF 1.5 35 50 5.9 +6.9
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.5 40 45 5.9 +6.9
DWLD Davis Select Worldwide ETF 1.5 63 22 6.7 +7.7
FCOM Fidelity MSCI Communication Services Index ETF 1.5 8 77 4.9 +5.9
FPAG FPA Global Equity ETF 1.5 49 36 5.2 +6.3
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 1.5 40 45 8.0 +9.0
IXP iShares Global Comm Services ETF 1.5 42 43 5.0 +6.1
XLC Communication Services Select Sector SPDR Fund 1.5 9 76 6.5 +7.5
VOX Vanguard Communication Services ETF 1.5 10 75 4.8 +5.8
HKND Humankind US Stock ETF 1.5 11 74 7.1 +8.1
IWP iShares Russell Mid-Cap Growth ETF 1.5 23 62 3.9 +5.0
IMCG iShares Morningstar Mid-Cap Growth ETF 1.5 6 79 4.3 +5.4
ETHO Etho Climate Leadership U.S. ETF 1.5 47 38 3.6 +4.6
IQM Franklin Intelligent Machines ETF 1.5 50 35 3.1 +4.1
SMH VanEck Semiconductor ETF 1.5 35 50 4.1 +5.1
SOXQ Invesco PHLX Semiconductor ETF 1.5 19 66 4.2 +5.2
SOXX iShares Semiconductor ETF 1.5 35 50 4.7 +5.8
RSP Invesco S&P 500 Equal Weight ETF 1.5 20 65 6.2 +7.2
VOT Vanguard Mid-Cap Growth ETF 1.4 7 78 4.1 +5.1
FTXL First Trust Nasdaq Semiconductor ETF 1.4 60 25 5.3 +6.3
XSD SPDR S&P Semiconductor ETF 1.4 35 50 4.2 +5.2
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 1.4 40 45 4.0 +5.0
VXF Vanguard Extended Market ETF 1.3 6 79 4.0 +5.0
BFOR ALPS Barron's 400 ETF 1.3 65 20 6.5 +7.5
PFM Invesco Dividend Achievers ETF 1.3 53 32 5.5 +6.5
STXD Strive 1000 Dividend Growth ETF 1.3 35 50 5.0 +6.1
VIG Vanguard Dividend Appreciation ETF 1.3 6 79 5.7 +6.7
NXTG First Trust Indxx NextG ETF 1.3 70 15 5.6 +6.6
DEUS Xtrackers Russell US Multifactor ETF 1.3 17 68 7.1 +8.1
FNCL Fidelity MSCI Financials Index ETF 1.3 8 77 6.4 +7.4
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.3 35 50 7.2 +8.2
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 1.3 106 -21 3.6 +4.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.3 70 15 2.2 +3.3
IYG iShares US Financial Services ETF 1.2 40 45 5.7 +6.7
INCE Franklin Income Equity Focus ETF 1.2 29 56 5.7 +6.8
OUSA ALPS O'Shares U.S. Quality Dividend ETF 1.2 48 37 5.9 +7.0
IYF iShares U.S. Financials ETF 1.2 40 45 6.1 +7.1
VFH Vanguard Financials ETF 1.2 10 75 6.4 +7.4
TDV ProShares S&P Technology Dividend Aristocrats ETF 1.2 45 40 5.3 +6.3
DTCR Global X Data Center & Digital Infrastructure ETF 1.2 50 35 2.5 +3.5
FFND Future Fund Active ETF 1.2 100 -15 -0.2 +0.8
IBOT Vaneck Robotics ETF 1.2 47 38 3.4 +4.4
DIVS SmartETFs Dividend Builder ETF 1.2 65 20 5.0 +6.0
ZECP Zacks Earnings Consistent Portfolio ETF 1.2 55 30 4.6 +5.7
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.2 50 35 7.7 +8.8
TDIV First Trust NASDAQ Technology Dividend Index Fund 1.2 50 35 5.1 +6.1
DVND Touchstone Dividend Select ETF 1.2 67 18 6.0 +7.0
VTWO Vanguard Russell 2000 ETF 1.2 10 75 3.5 +4.5
FDLO Fidelity Low Volatility Factor ETF 1.1 15 70 5.3 +6.3
BNGE First Trust S-Network Streaming and Gaming ETF 1.1 70 15 -2.1 -1.1
PSI Invesco Semiconductors ETF 1.1 57 28 3.8 +4.8
FIVG Defiance Next Gen Connectivity ETF 1.1 30 55 6.0 +7.0
LRNZ TrueShares Technology, AI & Deep Learning ETF 1.1 69 16 -0.1 +1.0
SPRX Spear Alpha ETF 1.1 75 10 2.2 +3.2
VBK Vanguard Small-Cap Growth ETF 1.1 7 78 1.4 +2.4
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.1 58 27 4.4 +5.4
DGRO iShares Core Dividend Growth ETF 1.1 8 77 6.5 +7.5
PY Principal Value ETF 1.1 15 70 7.4 +8.4
YLDE ClearBridge Dividend Strategy ESG ETF 1.1 60 25 5.2 +6.3
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 1.1 12 73 5.6 +6.6
VALQ American Century U.S. Quality Value ETF 1.1 29 56 7.5 +8.5
BUYZ Franklin Disruptive Commerce ETF 1.1 50 35 2.1 +3.1
SXQG ETC 6 Meridian Quality Growth ETF 1.1 100 -15 3.9 +4.9
OCEN IQ Clean Oceans ETF 1.0 45 40 5.4 +6.4
SPHQ Invesco S&P 500 Quality ETF 1.0 15 70 5.6 +6.6
LEAD Siren DIVCON Leaders Dividend ETF 1.0 43 42 5.1 +6.2
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.0 35 50 6.7 +7.7
TEMP JPMorgan Climate Change Solutions ETF 1.0 49 36 5.1 +6.1
TINY ProShares Nanotechnology ETF 1.0 58 27 1.2 +2.2
CGRO CoreValues Alpha Greater China Growth ETF 1.0 75 10 -0.1 +1.0
TMFG Motley Fool Global Opportunities ETF 1.0 85 0 3.3 +4.3
BGIG Bahl & Gaynor Income Growth ETF 1.0 45 40 5.1 +6.2
ROBO ROBO Global Robotics & Automation Index ETF 1.0 95 -10 3.1 +4.1
BTEK Future Tech ETF 1.0 88 -3 1.9 +3.0
IMCB iShares Morningstar Mid-Cap ETF 1.0 4 81 6.2 +7.2
MOTE VanEck Morningstar ESG Moat ETF 1.0 49 36 5.3 +6.3
IWR iShares Russell Midcap ETF 1.0 19 66 5.7 +6.7
ONEO SPDR Russell 1000 Momentum Focus ETF 1.0 20 65 7.2 +8.2
EQUL IQ Engender Equality ETF 1.0 45 40 6.8 +7.8
IWC iShares Micro-Cap ETF 1.0 60 25 -3.8 -2.8
IJT iShares S&P Small-Cap 600 Growth ETF 1.0 18 67 6.5 +7.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 1.0 35 50 6.3 +7.3
FTCS First Trust Capital Strength ETF 1.0 55 30 5.6 +6.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.0 70 15 4.8 +5.8
RDVY First Trust Rising Dividend Achievers ETF 1.0 50 35 9.5 +10.6
ACWV iShares MSCI Global Min Vol Factor ETF 1.0 20 65 6.2 +7.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.9 52 33 5.4 +6.4
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.9 58 27 5.3 +6.3
VONV Vanguard Russell 1000 Value ETF 0.9 8 77 6.6 +7.6
VFQY Vanguard U.S. Quality Factor ETF 0.9 13 72 7.4 +8.4
OND ProShares On-Demand ETF 0.9 58 27 -2.1 -1.0
SYNB Putnam BioRevolution ETF 0.9 70 15 2.9 +3.9
VICE AdvisorShares Vice ETF 0.9 99 -14 5.5 +6.5
BOTZ Global X Robotics & Artificial Intelligence ETF 0.9 69 16 2.3 +3.3
IDAT iShares Future Cloud 5G and Tech ETF 0.9 47 38 4.0 +5.0
HAIL SPDR S&P Kensho Smart Mobility ETF 0.9 45 40 -2.7 -1.6
VIRS Pacer BioThreat Strategy ETF 0.9 70 15 6.2 +7.2
FIXT Procure Disaster Recovery Strategy ETF 0.9 75 10 6.0 +7.0
PRAY FIS Christian Stock Fund 0.9 69 16 5.9 +7.0
EQAL Invesco Russell 1000 Equal Weight ETF 0.9 20 65 5.8 +6.8
AGQI First Trust Active Global Quality Income ETF 0.9 85 0 5.2 +6.2
SLYG SPDR S&P 600 Small Cap Growth ETF 0.9 15 70 6.5 +7.5
IWD iShares Russell 1000 Value ETF 0.9 19 66 6.5 +7.5
SKYY First Trust Cloud Computing ETF 0.9 60 25 3.5 +4.5
CLOU Global X Cloud Computing ETF 0.9 68 17 2.1 +3.1
GDIV Harbor Dividend Growth Leaders ETF 0.9 50 35 5.6 +6.6
MOAT VanEck Morningstar Wide Moat ETF 0.9 46 39 6.2 +7.2
MBOX Freedom Day Dividend ETF 0.9 39 46 7.7 +8.7
NTZG Nuveen Global Net Zero Transition ETF 0.9 56 29 4.6 +5.6
EDOW First Trust Dow 30 Equal Weight ETF 0.9 50 35 5.9 +6.9
DJD Invesco Dow Jones Industrial Average Dividend ETF 0.9 7 78 8.4 +9.4
DIA SPDR Dow Jones Industrial Average ETF Trust 0.9 16 69 5.8 +6.8
ISHP First Trust Nasdaq Retail ETF 0.9 60 25 3.0 +4.0
MILN Global X Millennial Consumer ETF 0.9 50 35 2.9 +4.0
WLDR Affinity World Leaders Equity ETF 0.9 67 18 8.2 +9.2
TTAC FCF US Quality ETF 0.9 59 26 6.2 +7.2
RUNN Running Oak Efficient Growth ETF 0.9 58 27 5.0 +6.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.9 7 78 5.6 +6.6
IEDI iShares U.S. Consumer Focused ETF 0.9 18 67 5.0 +6.0
NETZ TCW Transform Systems ETF 0.8 75 10 3.6 +4.6
IWFH iShares Virtual Work and Life Multisector ETF 0.8 47 38 -4.2 -3.2
IWO iShares Russell 2000 Growth ETF 0.8 24 61 1.5 +2.5
SCHA Schwab U.S. Small-Cap ETF 0.8 4 81 4.7 +5.7
DFNV Donoghue Forlines Innovation ETF 0.8 69 16 4.6 +5.6
NBCC Neuberger Berman Next Generation Connected Consumer ETF 0.8 56 29 1.2 +2.3
ARKX ARK Space Exploration & Innovation ETF 0.8 75 10 2.1 +3.2
VSDA VictoryShares Dividend Accelerator ETF 0.8 35 50 6.8 +7.8
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.8 15 70 6.7 +7.7
PTL Inspire 500 ETF 0.8 9 76 5.6 +6.7
MRAD SmartETFs Advertising & Marketing Technology ETF 0.7 68 17 5.5 +6.6
WTV WisdomTree US Value Fund of Benef Interest 0.7 12 73 9.4 +10.4
SOCL Global X Social Media ETF 0.7 65 20 -5.7 -4.7
BUL Pacer US Cash Cows Growth ETF 0.7 60 25 7.8 +8.8
IWS iShares Russell Mid-Cap Value ETF 0.7 23 62 6.5 +7.6
RSSL Global X Russell 2000 ETF 0.7 8 77 3.1 +4.1
VO Vanguard Mid-Cap ETF 0.7 4 81 5.9 +6.9
BKSE BNY Mellon US Small Cap Core Equity ETF 0.6 4 81 5.2 +6.2
ISCG iShares Morningstar Small-Cap Growth ETF 0.6 6 79 2.5 +3.5
FNX First Trust Mid Cap Core AlphaDEX Fund 0.6 60 25 7.0 +8.0
IWM iShares Russell 2000 ETF 0.6 19 66 3.5 +4.6
VB Vanguard Small-Cap ETF 0.6 5 80 5.3 +6.3
IUSV iShares Core S&P US Value ETF 0.6 4 81 6.8 +7.8
FNDA Schwab Fundamental US Small Co. Index ETF 0.6 25 60 6.5 +7.5
IWX iShares Russell Top 200 Value ETF 0.5 20 65 6.5 +7.5
IVE iShares S&P 500 Value ETF 0.5 18 67 6.6 +7.6
SPYV SPDR Portfolio S&P 500 Value ETF 0.5 4 81 6.7 +7.7
VOOV Vanguard S&P 500 Value ETF 0.5 10 75 6.6 +7.7
FMDE Fidelity Enhanced Mid Cap ETF 0.5 23 62 6.3 +7.3
XJR iShares ESG Screened S&P Small-Cap ETF 0.5 12 73 7.5 +8.5
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.5 20 65 6.4 +7.4
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.5 60 25 0.0 +1.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.5 9 76 4.0 +5.1
IJR iShares Core S&P Small Cap ETF 0.5 6 79 7.7 +8.7
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.5 3 82 7.7 +8.8
DFLV Dimensional US Large Cap Value ETF 0.4 22 63 7.8 +8.8
SMLF iShares U.S. SmallCap Equity Factor ETF 0.4 15 70 5.5 +6.5
STXK Strive Small-Cap ETF 0.4 18 67 5.1 +6.2
IWN iShares Russell 2000 Value ETF 0.4 24 61 5.4 +6.5
BLES Inspire Global Hope ETF 0.4 61 24 6.3 +7.3
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.4 15 70 8.0 +9.0
STXV Strive 1000 Value ETF 0.4 18 67 7.8 +8.8
VIOO Vanguard S&P Small-Cap 600 ETF 0.4 10 75 7.7 +8.8
FYC First Trust Small Cap Growth AlphaDEX Fund 0.4 71 14 1.0 +2.0
CLNR IQ Cleaner Transport ETF 0.4 45 40 5.9 +6.9
AVSC Avantis U.S Small Cap Equity ETF 0.4 25 60 4.9 +5.9
FVD First Trust Value Line Dividend Index Fund 0.4 65 20 6.3 +7.4
ICAP InfraCap Equity Income Fund ETF 0.4 171 -86 6.6 +7.6
FLDZ RiverNorth Patriot ETF 0.4 75 10 5.7 +6.7
DFUV Dimensional US Marketwide Value ETF 0.3 22 63 7.7 +8.7
DIVB iShares Core Dividend ETF 0.3 5 80 7.9 +9.0
EVUS iShares ESG Aware MSCI USA Value ETF 0.3 18 67 6.7 +7.7
VYM Vanguard High Dividend Yield Index ETF 0.3 6 79 7.2 +8.2
VTWV Vanguard Russell 2000 Value ETF 0.3 15 70 5.3 +6.3
ISCB iShares Morningstar Small-Cap ETF 0.3 4 81 5.2 +6.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.3 17 68 5.3 +6.4
AUSF Global X Adaptive U.S. Factor ETF 0.3 27 58 8.9 +9.9
SNPV Xtrackers S&P 500 Value ESG ETF 0.3 15 70 6.7 +7.7
RSPF Invesco S&P 500 Equal Weight Financials ETF 0.3 40 45 7.0 +8.0
IXG iShares Global Financials ETF 0.3 42 43 6.6 +7.6
XLF Financial Select Sector SPDR Fund 0.3 9 76 5.9 +7.0
EZM WisdomTree U.S. MidCap Fund 0.3 38 47 8.0 +9.0
NULV Nuveen ESG Large-Cap Value ETF 0.3 26 59 7.0 +8.0
DIVL Madison Dividend Value ETF 0.3 65 20 5.7 +6.7
SCHD Schwab US Dividend Equity ETF 0.3 6 79 9.6 +10.6
VTV Vanguard Value ETF 0.3 4 81 6.8 +7.8
LOUP Innovator Deepwater Frontier Tech ETF 0.3 70 15 1.7 +2.7
BPAY BlackRock Future Financial and Technology ETF 0.3 70 15 8.7 +9.7
DTEC ALPS Disruptive Technologies ETF 0.3 50 35 3.1 +4.1
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 0.3 61 24 6.7 +7.7
IYJ iShares U.S. Industrials ETF 0.3 40 45 5.0 +6.0
JHMM John Hancock Multifactor Mid Cap ETF 0.3 42 43 6.5 +7.5
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.3 15 70 7.0 +8.1
SDY SPDR S&P Dividend ETF 0.3 35 50 6.2 +7.2
SCHV Schwab U.S. Large-Cap Value ETF 0.3 4 81 6.6 +7.6
FXO First Trust Financials AlphaDEX Fund 0.3 62 23 8.5 +9.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.2 24 61 7.4 +8.4
TOLL Tema Monopolies and Oligopolies ETF 0.2 75 10 2.7 +3.7
SMOT VanEck Morningstar SMID Moat ETF 0.2 49 36 6.3 +7.3
SFYX SoFi Next 500 ETF 0.2 0 85 5.1 +6.1
SCHM Schwab U.S. Mid-Cap ETF 0.2 4 81 6.3 +7.3
DFAS Dimensional U.S. Small Cap ETF 0.2 26 59 5.9 +6.9
IMCV iShares Morningstar Mid-Cap Value ETF 0.2 6 79 8.2 +9.2
SHRY First Trust Bloomberg Shareholder Yield ETF 0.2 60 25 6.9 +8.0
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.2 47 38 9.4 +10.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 46 4.5 +5.5
FYX First Trust Small Cap Core AlphaDEX Fund 0.2 61 24 6.2 +7.2
WCEO Hypatia Women CEO ETF 0.2 85 0 4.9 +5.9
ESPO VanEck Video Gaming and eSports ETF 0.2 56 29 3.9 +5.0
ODDS Pacer BlueStar Digital Entertainment ETF 0.2 60 25 2.2 +3.2
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 0.2 38 47 8.3 +9.4
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 0.2 35 50 8.4 +9.4
NUDV Nuveen ESG Dividend ETF 0.2 26 59 7.4 +8.5
TXS Texas Capital Texas Equity Index ETF 0.2 49 36 5.2 +6.2
UDI USCF Dividend Income Fund 0.2 65 20 7.7 +8.7
SDOG ALPS Sector Dividend Dogs ETF 0.2 36 49 9.5 +10.5
HDV iShares Core High Dividend ETF 0.2 8 77 8.4 +9.4
IWTR iShares MSCI Water Management Multisector ETF 0.2 47 38 4.8 +5.8
BNE Blue Horizon BNE ETF 0.2 87 -2 4.9 +5.9
ISMD Inspire Small/Mid Cap ETF 0.2 54 31 5.9 +6.9
BIBL Inspire 100 ETF 0.2 35 50 5.0 +6.0
TGRW T. Rowe Price Growth Stock ETF 0.2 52 33 3.7 +4.7
DURA VanEck Durable High Dividend ETF 0.2 29 56 7.3 +8.4
MOTG VanEck Morningstar Global Wide Moat ETF 0.2 52 33 5.7 +6.7
DSTL Distillate US Fundamental Stability & Value ETF 0.2 39 46 7.7 +8.7
MGV Vanguard Mega Cap Value ETF 0.2 7 78 6.7 +7.7
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 57 8.3 +9.3
JIG JPMorgan International Growth ETF 0.2 55 30 4.0 +5.0
MEM Matthews Emerging Markets Equity Active ETF 0.2 79 6 5.4 +6.4
EMC Global X Emerging Markets Great Consumer ETF 0.2 75 10 4.5 +5.5
EMM Global X Emerging Markets ex-China ETF 0.2 75 10 3.5 +4.5
CVAR Cultivar ETF 0.1 87 -2 7.3 +8.4
EBIZ Global X E-Commerce ETF 0.1 50 35 1.1 +2.1
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 0.1 60 25 5.5 +6.5
IBUY Amplify Online Retail ETF 0.1 65 20 1.5 +2.5
VFVA Vanguard U.S. Value Factor ETF 0.1 13 72 10.7 +11.7
WCLD WisdomTree Cloud Computing Fund 0.1 45 40 1.7 +2.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.1 4 81 6.0 +7.0
NUMV Nuveen ESG Mid-Cap Value ETF 0.1 31 54 7.1 +8.2
SMMD iShares Russell 2500 ETF 0.1 15 70 5.9 +6.9
VAMO Cambria Value & Momentum ETF 0.1 61 24 9.6 +10.6
AFSM First Trust Active Factor Small Cap ETF 0.1 75 10 7.0 +8.1
SURE AdvisorShares Insiders Advantage ETF 0.1 90 -5 10.0 +11.0
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.1 35 50 6.8 +7.8
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.1 42 43 6.8 +7.8
JSTC Adasina Social Justice All Cap Global ETF 0.1 89 -4 4.9 +5.9
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 0.1 60 25 4.3 +5.4
SPLV Invesco S&P 500 Low Volatility ETF 0.1 25 60 5.4 +6.4
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 0.1 25 60 5.5 +6.5
ALTL Pacer Lunt Large Cap Alternator ETF 0.1 60 25 5.0 +6.1
TCHP T. Rowe Price Blue Chip Growth ETF 0.1 57 28 3.2 +4.2
GWX SPDR S&P International Small Cap ETF 0.1 40 45 6.0 +7.1
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 55 7.6 +8.6
DON WisdomTree U.S. MidCap Dividend Fund 0.1 38 47 8.4 +9.5
FSMD Fidelity Small-Mid Multifactor ETF 0.1 15 70 7.4 +8.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.1 30 55 6.8 +7.8
RNMC First Trust Mid Cap US Equity Select ETF 0.1 60 25 7.1 +8.1
SMDY Syntax Stratified MidCap ETF 0.1 35 50 5.7 +6.7
USMF WisdomTree U.S. Multifactor Fund 0.1 28 57 7.6 +8.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.1 29 56 9.4 +10.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.1 15 70 7.0 +8.0
RWK Invesco S&P MidCap 400 Revenue ETF 0.1 39 46 8.7 +9.8
FOVL iShares Focused Value Factor ETF 0.1 25 60 9.9 +10.9
IJH iShares Core S&P Mid-Cap ETF 0.1 5 80 6.7 +7.7
IJJ iShares S&P Mid-Cap 400 Value ETF 0.1 18 67 7.7 +8.8
IJK iShares S&P Mid-Cap 400 Growth ETF 0.1 17 68 5.7 +6.7
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.1 20 65 4.4 +5.5
XJH iShares ESG Screened S&P Mid-Cap ETF 0.1 12 73 6.7 +7.7
MDY SPDR S&P Midcap 400 ETF Trust 0.1 23 62 6.5 +7.5
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.1 15 70 5.7 +6.8
MDYV SPDR S&P 400 Mid Cap Value ETF 0.1 15 70 7.8 +8.8
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.1 3 82 6.7 +7.7
MAGA Point Bridge America First ETF 0.1 72 13 6.4 +7.5
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.1 60 25 5.4 +6.5
QMOM Alpha Architect U.S. Quantitative Momentum ETF 0.1 39 46 3.7 +4.7
TMFX Motley Fool Next Index ETF 0.1 50 35 3.0 +4.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.1 15 70 5.8 +6.8
IVOO Vanguard S&P Mid-Cap 400 ETF 0.1 10 75 6.7 +7.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.1 15 70 7.8 +8.9
SSLY Syntax Stratified SmallCap ETF 0.1 40 45 7.3 +8.3
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.1 20 65 8.0 +9.0
FBCV Fidelity Blue Chip Value ETF 0.1 59 26 7.4 +8.4
FLV American Century Focused Large Cap Value ETF 0.1 42 43 6.7 +7.8
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 0.1 75 10 7.3 +8.4
QDIV Global X S&P 500 Quality Dividend ETF 0.1 20 65 8.0 +9.0
VEU Vanguard FTSE All-World ex-US Index Fund 0.1 8 77 6.7 +7.8
ADIV SmartETFs Asia Pacific Dividend Builder ETF 0.1 78 7 8.8 +9.8
AVEM Avantis Emerging Markets Equity ETF 0.1 33 52 8.3 +9.3
BKCI BNY Mellon Concentrated International ETF 0.1 80 5 3.7 +4.7
MINV Matthews Asia Innovators Active ETF 0.1 79 6 0.8 +1.8
OSEA Harbor International Compounders ETF 0.1 55 30 3.7 +4.7
ROAM Hartford Multifactor Emerging Markets ETF 0.1 44 41 10.8 +11.8
SXUS Janus Henderson International Sustainable Equity ETF 0.1 60 25 3.9 +4.9
BINV Brandes International ETF 0.1 70 15 8.1 +9.1
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 0.1 95 -10 9.9 +10.9
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 55 6.5 +7.5
GMF SPDR S&P Emerging Asia Pacific ETF 0.1 49 36 5.8 +6.9
DIVZ TrueShares Low Volatility Equity Income ETF 0.1 65 20 8.5 +9.5
FRDM Freedom 100 Emerging Markets ETF 0.1 49 36 6.1 +7.2
UMMA Wahed Dow Jones Islamic World ETF 0.1 65 20 4.2 +5.3
RSHO Tema American Reshoring ETF 0.1 75 10 3.7 +4.7
APIE ActivePassive International Equity ETF 0.1 45 40 7.3 +8.3
VWO Vanguard FTSE Emerging Markets ETF 0.1 8 77 6.8 +7.8
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 61 6.0 +7.0
TPSC Timothy Plan US Small Cap Core ETF 0.1 52 33 7.1 +8.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.1 24 61 7.8 +8.8
REVS Columbia Research Enhanced Value ETF 0.1 19 66 7.7 +8.7
TPHD Timothy Plan High Dividend Stock ETF 0.1 52 33 6.3 +7.3
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.1 54 31 6.3 +7.3
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.1 45 40 -0.5 +0.6
FTDS First Trust Dividend Strength ETF 0.1 70 15 9.0 +10.0
KNCT Invesco Next Gen Connectivity ETF 0.1 40 45 5.2 +6.3
FDIV MarketDesk Focused U.S. Dividend ETF 0.1 35 50 4.7 +5.7
SRHQ SRH U.S. Quality ETF 0.1 35 50 7.9 +9.0
FAB First Trust Multi Cap Value AlphaDEX Fund 0.1 67 18 9.5 +10.5
FTA First Trust Large Cap Value AlphaDEX Fund 0.1 59 26 8.5 +9.5
PKW Invesco Buyback Achievers ETF 0.1 62 23 7.2 +8.3
SYLD Cambria Shareholder Yield ETF 0.1 59 26 11.4 +12.4
GVLU Gotham 1000 Value ETF 0.1 50 35 7.7 +8.7
SMRI Bushido Capital US Equity ETF 0.1 71 14 9.6 +10.6
DFAI Dimensional International Core Equity Market ETF 0.1 18 67 6.8 +7.8
AADR AdvisorShares Dorsey Wright ADR ETF 0.1 110 -25 5.6 +6.6
CGXU Capital Group International Focus Equity ETF 0.1 54 31 4.8 +5.8
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.1 86 -1 1.8 +2.9
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.1 8 77 4.8 +5.8
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 0.1 86 -1 1.5 +2.6
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.1 75 10 2.8 +3.8
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.1 33 52 6.6 +7.7
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 0.1 60 25 0.4 +1.5
ONLN ProShares Online Retail ETF 0.1 58 27 3.4 +4.4
XC WisdomTree Emerging Markets Ex-China Fund 0.1 32 53 5.5 +6.5
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.1 32 53 5.9 +6.9
ARGT Global X MSCI Argentina ETF 0.1 59 26 6.1 +7.2
BRAZ Global X Brazil Active ETF 0.1 75 10 9.6 +10.6
EMFQ Amplify Emerging Markets FinTech ETF 0.1 69 16 5.5 +6.5
VCR Vanguard Consumer Discretionary ETF 0.1 10 75 4.7 +5.7
TDVG T. Rowe Price Dividend Growth ETF 0.1 50 35 4.7 +5.8
JFWD Jacob Forward ETF 0.1 75 10 0.0 +1.0
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.1 75 10 7.4 +8.4
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.0 39 46 9.4 +10.4
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.0 49 36 6.3 +7.4
ISCV iShares Morningstar Small Cap Value ETF 0.0 6 79 7.9 +8.9
TEQI T. Rowe Price Equity Income ETF 0.0 54 31 4.0 +5.0
VSGX Vanguard ESG International Stock ETF 0.0 12 73 6.3 +7.3
RODE Hartford Multifactor Diversified International ETF 0.0 29 56 11.3 +12.3
DFSV Dimensional US Small Cap Value ETF 0.0 31 54 8.9 +9.9
VEA Vanguard FTSE Developed Markets ETF 0.0 5 80 6.7 +7.7
DFIS Dimensional International Small Cap ETF 0.0 39 46 6.3 +7.3
VXUS Vanguard Total International Stock ETF 0.0 7 78 6.7 +7.7
DFIC Dimensional International Core Equity 2 ETF 0.0 23 62 7.3 +8.3

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
First Trust SkyBridge Crypto Industry & Digital Economy 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 -0.7 %
Divided by: Fwd. P/BV 4.3 x
Less: Expense ratio 85 bp
Equals: ALTAR Score -1.0 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.37 CATEGORY
AVERAGE
1.53
 
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.