First Trust SkyBridge Crypto Industry and Digital Economy ETF
ALTAR
Score™
-11.1% info Recommen-
dation
AVOID
2023E    2024E
P/E
ratio
1,593.1x P/Sales
ratio
4.9x
P/BV
ratio
4.1x Div.
yield
0.1%


  • 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) $24
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 31
Wgt avg mkt cap (mns) $104,380
Large cap (>$10bn) 28.0%
Mid cap ($2-10bn) 24.5%
Small cap (<$2bn) 47.5%
Developed mkts 99.6%
Emerging mkts 0.4%

TOP TEN HOLDINGS
COINBASE GLOBAL, INC. CLASS A 21.7 %
MICROSTRATEGY INC-CL A 21.1 %
RIOT BLOCKCHAIN INC 11.9 %
MARATHON DIGITAL HOLDINGS INC 11.7 %
GALAXY DIGITAL HOLDINGS LTD. 9.8 %
HUT 8 MINING CORP. 5.3 %
CIPHER MINING INC 3.6 %
CLEANSPARK, INC. 3.3 %
MICROSOFT CORP 1.6 %
META PLATFORMS INC 1.5 %
Total 91.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 91.9 %
CANADA 5.3 %
AUSTRALIA 1.2 %
ARGENTINA 0.2 %
NETHERLANDS 0.2 %
TAIWAN 0.2 %





HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru November 30)
Year-to-date 1 year 5 years 10 years Since Incep.
115.8% 76.7% -- -- -42.0%

Market Correlations
versus... Beta R-squared
S&P500 2.61 44%
MSCI EAFE 1.94 24%
MSCI Emg. Mkts. 1.26 10%

Technical Indicators
Recent close $7.10
30d moving avg. $5.07
Annualized volatility 77.8%
Short interest (ETF) 1.2%
Relative strength (RSI) 64

Liquidity measures
Avg. volume (thou.) 21
Turnover 0.6%
Bid/Ask (% of price) 2.35%
ADV underlying (mns) $38,128

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 709 potential alternatives to the First Trust SkyBridge Crypto Industry and 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™: -11.1%


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
(%)
BKCH Global X Blockchain ETF 55.6 50 35 -27.3 -16.2
BITQ Bitwise Crypto Industry Innovators ETF 54.6 85 0 -10.1 +0.9
IBLC iShares Blockchain and Tech ETF 48.9 47 38 -35.9 -24.8
DAPP VanEck Digital Transformation ETF 48.3 50 35 -35.3 -24.2
GFOF Grayscale Future of Finance ETF 40.2 70 15 -14.7 -3.6
WGMI Valkyrie Bitcoin Miners ETF 37.4 75 10 -124.7 -113.7
STCE Schwab Crypto Thematic ETF 36.5 30 55 -2.5 +8.5
FDIG Fidelity Crypto Industry and Digital Payments ETF 31.8 39 46 -1.0 +10.1
SATO Invesco Alerian Galaxy Crypto Economy ETF 31.7 61 24 -23.4 -12.3
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 31.1 68 17 3.0 +14.1
BLOK Amplify Transformational Data Sharing ETF 29.9 75 10 -0.8 +10.2
BWEB Bitwise Web3 ETF 18.0 85 0 1.6 +12.7
MEME Roundhill MEME ETF 16.4 69 16 -7.6 +3.5
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 16.2 61 24 -2.2 +8.9
TWEB SoFi Web 3 ETF 14.5 59 26 -2.5 +8.5
ARKW ARK Web x.0 ETF 13.8 88 -3 -4.4 +6.7
ARKF ARK Fintech Innovation ETF 13.7 75 10 -2.5 +8.6
VR Global X Metaverse ETF 11.7 50 35 3.1 +14.2
ARKK ARK Innovation ETF 10.8 75 10 -7.2 +3.9
KOMP SPDR Kensho New Economies Composite ETF 10.0 20 65 -0.5 +10.6
BUZZ VanEck Social Sentiment ETF 8.9 75 10 1.9 +13.0
MVPS Amplify Thematic All-Stars ETF 8.8 49 36 2.0 +13.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 8.0 10 75 5.9 +16.9
FINX Global X FinTech Thematic ETF 8.0 68 17 4.6 +15.6
STRV Strive 500 ETF 7.9 5 80 5.5 +16.5
ILCB iShares Morningstar U.S. Equity ETF 7.9 3 82 5.5 +16.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 7.9 2 83 5.5 +16.5
PBUS Invesco PureBeta MSCI USA ETF 7.9 4 81 5.5 +16.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 7.9 7 78 5.5 +16.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 7.9 7 78 5.6 +16.6
VOTE Engine No. 1 Transform 500 ETF 7.8 5 80 5.4 +16.5
ESGV Vanguard ESG U.S. Stock ETF 7.8 9 76 5.3 +16.4
STXG Strive 1000 Growth ETF 7.8 18 67 4.4 +15.5
VV Vanguard Large-Cap Index Fund 7.7 4 81 5.5 +16.5
SCHX Schwab U.S. Large-Cap ETF 7.7 3 82 5.5 +16.6
IYY iShares Dow Jones U.S. ETF 7.7 20 65 5.3 +16.4
NZUS SPDR MSCI USA Climate Paris Aligned ETF 7.7 10 75 5.0 +16.0
IWB iShares Russell 1000 ETF 7.7 15 70 5.4 +16.5
VTHR Vanguard Russell 3000 Index Fund 7.7 10 75 5.4 +16.4
IWV iShares Russell 3000 ETF 7.7 20 65 5.3 +16.3
VONE Vanguard Russell 1000 ETF 7.7 8 77 5.5 +16.5
SCHK Schwab 1000 Index ETF 7.7 5 80 5.5 +16.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 7.7 3 82 5.4 +16.5
BKLC BNY Mellon US Large Cap Core Equity ETF 7.7 0 85 5.3 +16.4
SCHB Schwab U.S. Broad Market ETF 7.7 3 82 5.5 +16.5
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 7.7 50 35 3.2 +14.3
VTI Vanguard Total Stock Market Index Fund 7.7 3 82 5.3 +16.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 7.7 10 75 5.0 +16.1
DFUS Dimensional U.S. Equity ETF 7.7 9 76 5.5 +16.5
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 7.7 21 64 4.0 +15.1
APUE ActivePassive U.S. Equity ETF 7.7 33 52 5.4 +16.5
SPXV ProShares S&P 500 Ex-Health Care ETF 7.6 9 76 5.3 +16.3
XVV iShares ESG Screened S&P 500 ETF 7.6 8 77 5.4 +16.5
IETC iShares Evolved U.S. Technology ETF 7.6 18 67 4.8 +15.8
QVML Invesco S&P 500 QVM Multi-factor ETF 7.6 11 74 5.6 +16.7
SPXE ProShares S&P 500 Ex-Energy ETF 7.6 9 76 5.5 +16.6
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 7.6 20 65 5.4 +16.4
MGC Vanguard Mega Cap Index Fund 7.6 7 78 5.3 +16.3
CATH Global X S&P 500 Catholic Values Custom ETF 7.6 29 56 5.4 +16.5
ILCG iShares Morningstar Growth ETF 7.6 4 81 4.3 +15.4
IVV iShares Core S&P 500 ETF 7.6 3 82 5.6 +16.7
SPY SPDR S&P 500 ETF Trust 7.6 9 76 5.5 +16.6
VOO VANGUARD S&P 500 ETF 7.6 3 82 5.6 +16.7
SPLG SPDR Portfolio S&P 500 ETF 7.6 2 83 5.6 +16.7
SPTM SPDR Portfolio Total Stock Market ETF 7.6 3 82 5.8 +16.8
DFAU Dimensional US Core Equity Market ETF 7.6 12 73 5.7 +16.7
KOKU Xtrackers MSCI Kokusai Equity ETF 7.6 9 76 5.7 +16.7
IWL iShares Russell Top 200 ETF 7.5 15 70 5.2 +16.3
ESG FlexShares STOXX US ESG Impact Index Fund 7.5 32 53 5.3 +16.3
QQQ Invesco QQQ Trust 7.5 20 65 5.1 +16.1
QQQM Invesco NASDAQ 100 ETF 7.5 15 70 5.1 +16.2
VUG Vanguard Growth Index Fund 7.5 4 81 4.5 +15.5
VDNI V-Shares US Leadership Diversity ETF 7.4 29 56 5.7 +16.8
CGGR Capital Group Growth ETF 7.4 39 46 3.7 +14.8
LRGF iShares Edge MSCI Multifactor USA ETF 7.4 8 77 6.1 +17.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 7.4 14 71 5.6 +16.7
SCHG Schwab U.S. Large-Cap Growth ETF 7.4 4 81 4.5 +15.6
MMTM SPDR S&P 1500 Momentum Tilt ETF 7.4 12 73 4.9 +16.0
ESGU iShares MSCI USA ESG Optimized ETF 7.4 15 70 5.4 +16.5
DFSU Dimensional US Sustainability Core 1 ETF 7.3 18 67 6.0 +17.1
OEF iShares S&P 100 ETF 7.3 20 65 5.2 +16.2
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 7.3 20 65 6.2 +17.3
DYNF BlackRock U.S. Equity Factor Rotation ETF 7.3 30 55 4.7 +15.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 7.3 12 73 5.4 +16.5
IWF iShares Russell 1000 Growth ETF 7.3 19 66 4.9 +15.9
VONG Vanguard Russell 1000 Growth Index Fund 7.3 8 77 5.0 +16.1
MGK Vanguard Mega Cap Growth ETF 7.3 7 78 4.5 +15.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 7.3 9 76 6.3 +17.4
TIME Clockwise Capital Innovation ETF 7.2 96 -11 2.2 +13.3
AVUS Avantis U.S. Equity ETF 7.2 15 70 6.4 +17.5
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 7.2 25 60 6.2 +17.2
SFYF SoFi 50 ETF 7.2 29 56 -0.7 +10.4
JGRO JPMorgan Active Growth ETF 7.2 44 41 3.7 +14.8
IGM iShares Expanded Tech Sector ETF 7.2 41 44 4.9 +16.0
TOK iShares MSCI Kokusai ETF 7.1 25 60 5.4 +16.5
SFY SoFi Select 500 ETF 7.1 0 85 5.4 +16.5
EGUS iShares ESG Aware MSCI USA Growth ETF 7.1 15 70 4.7 +15.7
ADME Aptus Drawdown Managed Equity ETF 7.1 79 6 4.8 +15.8
IWY iShares Russell Top 200 Growth ETF 7.1 20 65 5.1 +16.1
QUS SPDR MSCI USA StrategicFactors ETF 7.1 15 70 6.3 +17.3
QLC FlexShares US Quality Large Cap Index Fund 7.1 25 60 5.8 +16.8
TMFC Motley Fool 100 Index ETF 7.0 50 35 4.1 +15.2
URTH iShares MSCI World ETF 6.9 24 61 5.5 +16.6
QUAL iShares MSCI Usa Quality Factor ETF 6.9 15 70 6.1 +17.2
QQMG Invesco ESG NASDAQ 100 ETF 6.9 20 65 5.3 +16.3
XLG Invesco S&P 500 Top 50 ETF 6.9 20 65 4.9 +15.9
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 6.9 57 28 4.8 +15.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 6.9 9 76 5.7 +16.7
IYW iShares U.S. Technology ETF 6.8 40 45 4.9 +16.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 6.8 49 36 4.9 +16.0
FLQL Franklin LibertyQ U.S. Equity ETF 6.8 15 70 6.7 +17.8
SPXN ProShares S&P 500 Ex-Financials ETF 6.8 9 76 5.6 +16.7
YALL God Bless America ETF 6.8 65 20 3.5 +14.5
FDG American Century Focused Dynamic Growth ETF 6.7 45 40 3.2 +14.2
TECB iShares US Tech Breakthrough Multisector ETF 6.7 40 45 4.5 +15.6
HAPI Harbor Corporate Culture ETF 6.7 36 49 5.1 +16.1
QWLD SPDR MSCI World StrategicFactors ETF 6.7 30 55 6.1 +17.2
ACWI iShares MSCI ACWI ETF 6.6 32 53 5.6 +16.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 6.5 11 74 5.5 +16.6
METV Roundhill Ball Metaverse ETF 6.5 59 26 3.9 +14.9
DFAC Dimensional U.S. Core Equity 2 ETF 6.5 17 68 6.0 +17.1
DAT ProShares Big Data Refiners ETF 6.5 58 27 0.8 +11.9
NANC Unusual Whales Subversive Democratic Trading ETF 6.5 75 10 4.3 +15.4
GGRW Gabelli Growth Innovators ETF 6.5 90 -5 2.8 +13.8
CGUS Capital Group Core Equity ETF 6.4 33 52 5.2 +16.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 6.4 20 65 5.8 +16.9
DEIF Sterling Capital Diverse Multi-Manager Active ETF 6.4 65 20 4.9 +16.0
RVRB Reverb ETF 6.4 30 55 5.3 +16.4
JHML John Hancock Multifactor Large Cap ETF 6.3 29 56 6.0 +17.0
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 6.3 45 40 4.3 +15.4
VT Vanguard Total World Stock ETF 6.2 7 78 5.1 +16.2
BBLU EA Bridgeway Blue Chip ETF 6.2 15 70 6.0 +17.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 6.2 19 66 6.8 +17.9
DSI iShares MSCI KLD 400 Social ETF 6.2 25 60 5.5 +16.6
VLU SPDR S&P 1500 Value Tilt ETF 6.1 12 73 7.7 +18.8
BTHM BlackRock Future U.S. Themes ETF 6.1 60 25 5.0 +16.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 6.1 15 70 5.1 +16.2
BYOB SoFi Be Your Own Boss ETF 6.1 59 26 -3.0 +8.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 6.1 20 65 5.3 +16.4
ANEW ProShares MSCI Transformational Changes ETF 6.1 45 40 4.8 +15.8
HAPY Harbor Corporate Culture Leaders ETF 6.0 50 35 3.8 +14.9
FNDX Schwab Fundamental U.S. Large Co. Index ETF 6.0 25 60 7.2 +18.3
IQSU IQ Candriam ESG US Equity ETF 5.9 9 76 5.0 +16.1
PRF Invesco FTSE RAFI US 1000 ETF 5.9 39 46 7.1 +18.1
LRND IQ U.S. Large Cap R&D Leaders ETF 5.9 14 71 6.8 +17.8
FBCG Fidelity Blue Chip Growth ETF 5.9 59 26 2.4 +13.5
GVIP Goldman Sachs Hedge Industry VIP ETF 5.9 45 40 4.1 +15.2
XNTK SPDR NYSE Technology ETF 5.8 35 50 4.1 +15.1
HDUS Hartford Disciplined US Equity ETF 5.8 19 66 6.5 +17.6
JQUA JPMorgan U.S. Quality Factor ETF 5.8 12 73 6.0 +17.0
PNQI Invesco NASDAQ Internet ETF 5.8 60 25 2.3 +13.4
FNDB Schwab Fundamental U.S. Broad Market Index ETF 5.8 25 60 7.2 +18.3
GSPY Gotham Enhanced 500 ETF 5.8 50 35 5.8 +16.8
SUSA iShares MSCI USA ESG Select ETF 5.8 25 60 5.5 +16.6
SNPE Xtrackers S&P 500 ESG ETF 5.8 10 75 5.5 +16.6
GLOF iShares Global Equity Factor ETF 5.8 20 65 7.2 +18.3
RFDA RiverFront Dynamic US Dividend Advantage ETF 5.7 52 33 8.3 +19.3
ESGG FlexShares STOXX Global ESG Impact Index Fund 5.7 42 43 5.4 +16.4
IUSG iShares Core S&P US Growth ETF 5.7 4 81 5.7 +16.8
VOOG Vanguard S&P 500 Growth ETF 5.6 10 75 5.6 +16.6
IVW iShares S&P 500 Growth ETF 5.6 18 67 5.5 +16.6
SPYG SPDR Portfolio S&P 500 Growth ETF 5.6 4 81 5.7 +16.7
FMIL Fidelity New Millennium ETF 5.6 59 26 4.4 +15.5
EPS WisdomTree U.S. Earnings 500 Fund 5.6 8 77 6.8 +17.9
SUSL iShares ESG MSCI USA Leaders ETF 5.6 10 75 5.4 +16.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 5.6 10 75 5.4 +16.5
TRFM AAM Transformers ETF 5.6 49 36 1.4 +12.4
QGRW WisdomTree U.S. Quality Growth Fund 5.5 28 57 5.4 +16.4
WRND IQ Global Equity R&D Leaders ETF 5.5 18 67 7.2 +18.2
ARVR First Trust Indxx Metaverse ETF 5.4 70 15 2.1 +13.2
WTAI WisdomTree Artificial Intelligence and Innovation Fund 5.4 45 40 1.1 +12.1
INNO Harbor Disruptive Innovation ETF 5.4 75 10 -6.0 +5.1
XPND First Trust Expanded Technology ETF 5.4 65 20 4.7 +15.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 5.4 75 10 6.5 +17.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 5.3 35 50 5.6 +16.7
SNPG Xtrackers S&P 500 Growth ESG ETF 5.3 15 70 5.2 +16.3
JMOM JPMorgan U.S. Momentum Factor ETF 5.3 12 73 5.4 +16.5
NACP Impact Shares NAACP Minority Empowerment ETF 5.3 49 36 5.4 +16.4
SPHQ Invesco S&P 500 Quality ETF 5.3 15 70 5.8 +16.9
RESP WisdomTree US ESG Fund of Benef Interest 5.3 28 57 6.2 +17.3
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 5.3 58 27 5.4 +16.4
KOCG FIS Knights of Columbus Global Belief ETF 5.2 75 10 5.2 +16.3
RFFC RiverFront Dynamic US Flex-Cap ETF 5.2 48 37 5.1 +16.1
DARP Grizzle Growth ETF 5.2 75 10 5.2 +16.2
GRZZ Grizzle Growth ETF 5.2 75 10 5.2 +16.3
PWB Invesco Dynamic Large Cap Growth ETF 5.2 56 29 3.3 +14.4
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 5.2 12 73 5.1 +16.2
PZLG Puzzle Mature Growth 5.2 0 85 0.0 +11.1
WUGI AXS Esoterica NextG Economy ETF 5.2 75 10 3.1 +14.2
SDEP SFP Core Equity Strategy 5.2 0 85 0.0 +11.1
MTUM iShares MSCI USA Momentum Factor ETF 5.2 15 70 4.9 +15.9
CACG ClearBridge All Cap Growth ETF 5.2 54 31 3.6 +14.7
LRGE ClearBridge Large Cap Growth ESG ETF 5.2 59 26 3.5 +14.6
HLAL Wahed FTSE USA Shariah ETF 5.2 50 35 5.1 +16.2
AFLG First Trust Active Factor Large Cap ETF 5.2 55 30 6.5 +17.6
LCF Touchstone US Large Cap Focused ETF 5.2 69 16 4.5 +15.6
KRMA Global X Conscious Companies ETF 5.2 43 42 5.8 +16.9
IUS Invesco Strategic US ETF 5.1 19 66 7.7 +18.7
RECS Columbia Research Enhanced Core ETF 5.1 15 70 6.2 +17.2
MOON Direxion Moonshot Innovators ETF 5.1 65 20 -15.3 -4.3
USXF iShares ESG Advanced MSCI USA ETF 5.1 10 75 5.4 +16.5
ENTR Entrepreneur 30 Fund 5.1 75 10 2.5 +13.5
PSET Principal Price Setters Index ETF 5.1 15 70 6.0 +17.0
EQWL Invesco Russell Top 200 Equal Weight ETF 5.1 25 60 6.8 +17.9
RAYD Rayliant Quantitative Developed Market Equity ETF 5.0 80 5 5.5 +16.5
GFGF Guru Favorite Stocks ETF 5.0 65 20 4.4 +15.4
FDMO Fidelity Momentum Factor ETF 5.0 29 56 4.1 +15.2
TMFE Motley Fool Capital Efficiency 100 Index ETF 5.0 50 35 5.1 +16.2
GK AdvisorShares Gerber Kawasaki ETF 4.9 75 10 3.1 +14.1
IOO iShares Global 100 ETF 4.9 41 44 4.8 +15.9
CGGO Capital Group Global Growth Equity ETF 4.9 47 38 4.0 +15.0
GBUY Goldman Sachs Future Consumer Equity ETF 4.9 75 10 3.4 +14.5
SPHB Invesco S&P 500 High Beta ETF 4.9 25 60 5.9 +17.0
SIXA 6 Meridian Mega Cap Equity ETF 4.8 80 5 6.9 +18.0
VFMO Vanguard U.S. Momentum Factor ETF 4.8 13 72 2.7 +13.8
IVRS iShares Future Metaverse Tech and Communications ETF 4.8 47 38 4.4 +15.4
CHAT Roundhill Generative AI & Technology ETF 4.8 75 10 2.4 +13.4
RUFF Alpha Dog ETF 4.8 94 -9 4.5 +15.6
VERS ProShares Metaverse ETF 4.8 58 27 -9.7 +1.4
GURU Global X Guru Index ETF 4.8 75 10 4.3 +15.4
CAML Congress Large Cap Growth ETF 4.8 66 19 4.0 +15.1
AIQ Global X Future Analytics Tech ETF 4.8 68 17 4.0 +15.0
BRNY Burney U.S. Factor Rotation ETF 4.8 79 6 6.3 +17.4
QLV FlexShares US Quality Low Volatility Index Fund 4.7 22 63 5.2 +16.2
VSLU Applied Finance Valuation Large Cap ETF 4.7 49 36 6.4 +17.4
BCDF Horizon Kinetics Blockchain Development ETF 4.6 85 0 0.1 +11.2
FCPI Fidelity Stocks for Inflation ETF 4.6 29 56 9.4 +20.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.6 15 70 5.9 +17.0
AOTG AOT Growth and Innovation ETF 4.6 75 10 3.7 +14.8
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 4.6 15 70 11.0 +22.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 4.5 25 60 6.2 +17.3
IPO Renaissance IPO ETF 4.5 60 25 -8.7 +2.4
RAFE PIMCO RAFI ESG U.S. ETF 4.5 29 56 7.5 +18.5
PEXL Pacer US Export Leaders ETF 4.4 60 25 5.3 +16.4
RWL Invesco S&P 500 Revenue ETF 4.4 39 46 7.1 +18.1
VEGN US Vegan Climate ETF 4.4 60 25 4.8 +15.9
IUSV iShares Core S&P U.S. Value ETF 4.3 4 81 6.3 +17.3
VOOV Vanguard S&P 500 Value ETF 4.3 10 75 6.1 +17.1
IVE iShares S&P 500 Value ETF 4.3 18 67 6.0 +17.0
SPYV SPDR Portfolio S&P 500 Value ETF 4.3 4 81 6.1 +17.2
GAMR ETFMG Video Game Tech ETF 4.3 75 10 5.2 +16.3
ILCV iShares Morningstar Value ETF 4.3 4 81 7.3 +18.4
QTUM Defiance Quantum ETF 4.3 40 45 4.3 +15.4
ROUS Hartford Multifactor US Equity ETF 4.2 19 66 6.6 +17.7
DLN WisdomTree U.S. LargeCap Dividend Fund 4.2 28 57 6.8 +17.9
XT iShares Exponential Technologies ETF 4.2 46 39 3.5 +14.5
GDEF Goldman Sachs Defensive Equity ETF 4.2 55 30 5.2 +16.3
DTD WisdomTree U.S.Total Dividend Fund 4.2 28 57 7.2 +18.2
FDWM Fidelity Women's Leadership ETF 4.1 59 26 5.7 +16.8
FXL First Trust Technology AlphaDEX Fund 4.1 61 24 5.3 +16.3
SQEW LeaderShares Equity Skew ETF 4.1 75 10 4.9 +16.0
CARZ First Trust NASDAQ Global Auto Index Fund 4.1 70 15 4.6 +15.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4.1 29 56 7.1 +18.1
VGT Vanguard Information Technology Index Fund 4.0 10 75 5.0 +16.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 4.0 65 20 4.4 +15.4
LCLG Logan Capital Broad Innovative Growth ETF 4.0 99 -14 5.5 +16.5
FTEC Fidelity MSCI Information Technology Index ETF 4.0 8 77 5.0 +16.1
JEPI JPMorgan Equity Premium Income ETF 4.0 35 50 5.6 +16.7
ACVF American Conservative Values ETF 4.0 75 10 4.8 +15.9
FQAL Fidelity Quality Factor ETF 3.9 29 56 5.8 +16.9
LEGR First Trust Indxx Innovative Transaction & Process ETF 3.9 65 20 8.4 +19.5
NULC Nuveen ESG Large-Cap ETF 3.9 21 64 5.5 +16.5
QDF FlexShares Quality Dividend Index Fund 3.9 37 48 6.2 +17.3
WOMN Impact Shares YWCA Women's Empowerment ETF 3.9 75 10 5.2 +16.2
SPXT ProShares S&P 500 Ex-Technology ETF 3.9 9 76 6.0 +17.0
RSPT Invesco S&P 500 Equal Weight Technology ETF 3.8 40 45 6.1 +17.2
IXN iShares Global Tech ETF 3.8 41 44 4.6 +15.7
XLK Technology Select Sector SPDR Fund 3.8 10 75 5.5 +16.6
XSW SPDR S&P Software & Services ETF 3.7 35 50 1.9 +13.0
FLRG Fidelity U.S. Multifactor ETF 3.7 29 56 7.9 +18.9
EQUL IQ Engender Equality ETF 3.7 45 40 6.6 +17.6
JVAL JPMorgan U.S. Value Factor ETF 3.7 12 73 8.9 +20.0
IAI iShares U.S. Broker-Dealers ETF 3.7 40 45 6.5 +17.5
FSST Fidelity Sustainability U.S. Equity ETF 3.7 59 26 5.5 +16.5
ITAN Sparkline Intangible Value ETF 3.7 50 35 6.5 +17.6
DGRW WisdomTree U.S. Quality Dividend Growth Fund 3.7 28 57 6.1 +17.1
JHDV John Hancock U.S. High Dividend ETF 3.7 34 51 6.9 +18.0
SHE SPDR SSGA Gender Diversity Index ETF 3.7 20 65 5.6 +16.6
NULG Nuveen ESG Large-Cap Growth ETF 3.7 26 59 4.4 +15.5
JOET Virtus Terranova US Quality Momentum ETF 3.7 29 56 6.1 +17.1
KRUZ Unusual Whales Subversive Republican Trading ETF 3.6 75 10 4.1 +15.2
IGPT Invesco AI and Next Gen Software ETF 3.6 56 29 4.7 +15.8
OGIG O'Shares Global Internet Giants ETF 3.5 48 37 0.1 +11.2
DRUP GraniteShares Nasdaq Select Disruptors ETF 3.5 60 25 4.1 +15.2
HLGE Hartford Longevity Economy ETF 3.5 44 41 7.0 +18.0
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 3.5 75 10 4.3 +15.4
FDVV Fidelity Core Dividend ETF 3.5 29 56 9.1 +20.2
BKUS BNY Mellon Sustainable US Equity ETF 3.5 50 35 4.6 +15.6
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.5 55 30 4.7 +15.8
QDEF FlexShares Quality Dividend Defensive Index Fund 3.5 37 48 6.1 +17.2
MBCC Monarch Blue Chips Core ETF 3.5 125 -40 3.0 +14.1
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 3.4 49 36 5.6 +16.6
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 3.4 47 38 -1.9 +9.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 3.4 49 36 5.2 +16.3
ARKQ Ark Autonomous Tech. & Robotics ETF 3.4 75 10 1.6 +12.6
CGDV Capital Group Dividend Value ETF 3.3 33 52 6.0 +17.1
FCLD Fidelity Cloud Computing ETF 3.3 39 46 2.5 +13.5
MOTO SmartETFs Smart Transportation & Technology ETF 3.3 68 17 6.9 +18.0
AVLV Avantis U.S. Large Cap Value ETF 3.3 15 70 8.2 +19.3
FFTY Innovator IBD 50 ETF 3.2 80 5 3.8 +14.8
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 3.2 39 46 5.1 +16.1
XITK SPDR FactSet Innovative Technology ETF 3.2 45 40 0.1 +11.2
GGME Invesco Next Gen Media and Gaming ETF 3.2 63 22 4.1 +15.2
AUSF Global X Adaptive U.S. Factor ETF 3.2 27 58 5.9 +16.9
AHOY Newday Ocean Health ETF 3.2 75 10 5.6 +16.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 3.2 60 25 4.7 +15.8
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 3.2 69 16 5.6 +16.7
SPMO Invesco S&P 500 Momentum ETF 3.2 13 72 4.6 +15.7
FDN First Trust Dow Jones Internet Index Fund 3.2 52 33 2.0 +13.1
FPAG FPA Global Equity ETF 3.2 49 36 5.4 +16.5
JAVA JPMorgan Active Value ETF 3.2 44 41 6.7 +17.7
VUSE Vident Core US Equity Fund 3.2 50 35 5.9 +16.9
FVAL Fidelity Value Factor ETF 3.1 29 56 7.7 +18.8
WFH Direxion Work From Home ETF 3.1 45 40 0.0 +11.1
XDAT Franklin Exponential Data ETF 3.1 50 35 3.2 +14.3
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 3.1 15 70 7.0 +18.0
DGT SPDR Global Dow ETF 3.1 50 35 6.4 +17.5
AIEQ AI Powered Equity ETF 3.1 75 10 4.1 +15.2
VNSE Natixis Vaughan Nelson Select ETF 3.0 80 5 4.2 +15.2
DRIV Global X Autonomous & Electric Vehicles ETF 3.0 68 17 4.5 +15.5
PTF Invesco DWA Technology Momentum ETF 3.0 60 25 0.2 +11.2
SPMV Invesco S&P 500 Minimum Variance ETF 3.0 10 75 5.8 +16.9
ACSI American Customer Satisfaction Core Alpha ETF 3.0 65 20 5.5 +16.5
FMET Fidelity Metaverse ETF 3.0 39 46 4.2 +15.2
FCOM Fidelity MSCI Telecommunication Services Index ETF 3.0 8 77 6.0 +17.0
IXP iShares Global Comm Services ETF 3.0 42 43 5.5 +16.6
VOX Vanguard Telecommunication Services Index Fund 3.0 10 75 6.2 +17.3
XLC Communication Services Select Sector SPDR Fund 3.0 10 75 7.3 +18.4
XWEB SPDR S&P Internet ETF 3.0 35 50 -5.6 +5.4
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 3.0 40 45 8.4 +19.5
DUSA Davis Select U.S. Equity ETF 3.0 61 24 8.3 +19.4
DWLD Davis Select Worldwide ETF 3.0 62 23 6.9 +18.0
RNLC Large Cap US Equity Select ETF 2.9 60 25 6.6 +17.7
FTC First Trust Large Cap Growth AlphaDEX Fund 2.9 59 26 3.6 +14.6
DGRO iShares Core Dividend Growth ETF 2.8 8 77 7.0 +18.1
VIG Vanguard Dividend Appreciation Index Fund 2.8 6 79 5.9 +17.0
PFM Invesco Dividend Achievers ETF 2.8 53 32 5.9 +17.0
STXD Strive 1000 Dividend Growth ETF 2.8 35 50 5.7 +16.8
SNPV Xtrackers S&P ESG Value ETF 2.8 15 70 6.2 +17.2
BUYZ Franklin Disruptive Commerce ETF 2.8 50 35 1.7 +12.8
SPGP Invesco S&P 500 GARP ETF 2.8 36 49 8.8 +19.9
ROE Astoria US Quality Kings ETF 2.7 49 36 8.3 +19.4
KCE SPDR S&P Capital Markets ETF 2.7 35 50 7.9 +19.0
SOXQ Invesco PHLX Semiconductor ETF 2.7 19 66 6.6 +17.6
SOXX iShares PHLX Semiconductor ETF 2.7 35 50 6.6 +17.7
SMH VanEck Semiconductor ETF 2.7 35 50 5.3 +16.3
IQM Franklin Intelligent Machines ETF 2.7 50 35 3.3 +14.3
HKND Humankind US Stock ETF 2.7 11 74 6.8 +17.8
EUSA iShares MSCI USA Equal Weighted ETF 2.6 9 76 6.5 +17.6
FLLV Franklin Liberty U.S. Low Volatility ETF 2.6 29 56 6.0 +17.0
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.6 48 37 6.5 +17.5
PDP Invesco DWA Momentum ETF 2.6 62 23 3.9 +15.0
LEAD Siren DIVCON Leaders Dividend ETF 2.6 43 42 5.9 +17.0
DFND Siren DIVCON Dividend Defender ETF 2.6 189 -104 4.9 +15.9
TDV ProShares S&P Technology Dividend Aristocrats ETF 2.6 45 40 6.4 +17.5
SIZE iShares MSCI USA Size Factor ETF 2.6 15 70 6.4 +17.5
GLIF AGFiQ Global Infrastructure ETF 2.5 45 40 5.2 +16.3
USMV iShares Edge MSCI Min Vol USA ETF 2.5 15 70 6.1 +17.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.5 9 76 6.6 +17.7
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 2.5 15 70 7.3 +18.4
KOIN Innovation Shares NextGen Protocol ETF 2.5 75 10 5.6 +16.7
FUNL CornerCap Fundametrics Large-Cap ETF 2.5 50 35 7.3 +18.4
QGRO American Century STOXX U.S. Quality Growth ETF 2.4 29 56 5.9 +16.9
MOTE VanEck Morningstar ESG Moat ETF 2.4 49 36 5.8 +16.9
CGRO CoreValues Alpha Greater China Growth ETF 2.4 75 10 3.0 +14.1
VALQ American Century STOXX U.S. Quality Value ETF 2.4 29 56 8.1 +19.1
DUHP Dimensional US High Profitability ETF 2.4 21 64 7.6 +18.6
TTAC TrimTabs US Free Cash Flow Quality ETF 2.4 59 26 6.2 +17.3
TDIV First Trust NASDAQ Technology Dividend Index Fund 2.4 50 35 6.3 +17.3
RSP Invesco S&P 500 Equal Weight ETF 2.4 20 65 6.6 +17.7
RSPE Invesco ESG S&P 500 Equal Weight ETF 2.3 20 65 6.8 +17.9
TMFG Motley Fool Global Opportunities ETF 2.3 85 0 3.4 +14.5
NXTG First Trust Indxx NextG ETF 2.3 87 -2 5.5 +16.6
SHOC Strive U.S. Semiconductor ETF 2.3 40 45 6.7 +17.7
FTXL First Trust Nasdaq Semiconductor ETF 2.3 60 25 7.4 +18.5
XSD SPDR S&P Semiconductor ETF 2.3 35 50 6.1 +17.2
SSPY Syntax Stratified LargeCap ETF 2.3 30 55 7.0 +18.1
DIVS SmartETFs Dividend Builder ETF 2.2 65 20 5.1 +16.1
GDVD R3 Global Dividend Growth ETF 2.2 88 -3 6.0 +17.1
DVND Touchstone Dividend Select ETF 2.2 67 18 6.6 +17.6
LVOL American Century Low Volatility ETF 2.2 29 56 5.3 +16.4
ZECP Zacks Earnings Consistent Portfolio ETF 2.2 55 30 5.3 +16.3
MBOX Freedom Day Dividend ETF 2.2 39 46 8.5 +19.6
FDLO Fidelity Low Volatility Factor ETF 2.2 29 56 5.4 +16.5
RDVY First Trust Rising Dividend Achievers ETF 2.2 50 35 9.6 +20.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.2 18 67 6.3 +17.4
YLDE ClearBridge Dividend Strategy ESG ETF 2.2 60 25 5.4 +16.5
UPWD JPMorgan Social Advancement ETF 2.2 49 36 4.8 +15.9
ISHP First Trust S-Network E-Commerce ETF 2.2 60 25 3.6 +14.7
PY Principal Shareholder Yield Index ETF 2.2 15 70 7.8 +18.9
BOUT Innovator IBD Breakout Opportunities ETF 2.1 81 4 5.3 +16.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.1 63 22 2.7 +13.7
TRFK Pacer Data and Digital Revolution ETF 2.1 60 25 4.5 +15.5
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.1 65 20 2.4 +13.5
DFUV Dimensional US Marketwide Value ETF 2.1 22 63 8.2 +19.3
RUNN Running Oak Efficient Growth ETF 2.1 58 27 5.5 +16.6
IBOT Vaneck Robotics ETF 2.1 47 38 3.4 +14.4
BFOR Barron's 400 ETF 2.0 65 20 8.0 +19.0
MILN Global X Millennial Consumer ETF 2.0 50 35 2.3 +13.4
IGV iShares Expanded Tech-Software ETF 2.0 41 44 3.4 +14.5
FDRR Fidelity Dividend ETF for Rising Rates 2.0 29 56 8.1 +19.2
NTZG Nuveen Global Net Zero Transition ETF 2.0 55 30 5.1 +16.2
KVLE KFA Value Liner Dynamic Core Equity Index ETF 2.0 56 29 5.7 +16.7
VFMF Vanguard U.S. Multifactor ETF 2.0 18 67 9.1 +20.1
CFA VictoryShares US 500 Volatility Weighted Index ETF 1.9 35 50 6.3 +17.4
FEX First Trust Large Cap Core AlphaDEX Fund 1.9 59 26 6.1 +17.2
DFLV Dimensional US Large Cap Value ETF 1.9 22 63 8.6 +19.7
CLNR IQ Cleaner Transport ETF 1.9 45 40 6.4 +17.5
FTGS First Trust Growth Strength ETF 1.9 60 25 6.4 +17.4
FIVG Defiance Next Gen Connectivity ETF 1.9 30 55 6.8 +17.9
MOAT VanEck Morningstar Wide Moat ETF 1.9 46 39 6.1 +17.2
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 1.9 58 27 4.9 +16.0
PSI Invesco Dynamic Semiconductors ETF 1.8 56 29 6.4 +17.4
OCEN IQ Clean Oceans ETF 1.8 45 40 5.6 +16.7
BGIG Bahl & Gaynor Income Growth ETF 1.8 45 40 5.7 +16.8
DIA SPDR Dow Jones Industrial Average ETF Trust 1.8 16 69 6.0 +17.1
EDOW First Trust Dow 30 Equal Weight ETF 1.8 50 35 6.9 +18.0
SKYY First Trust Cloud Computing ETF 1.8 60 25 3.1 +14.2
CLOU Global X Cloud Computing ETF 1.8 68 17 1.7 +12.8
GDIV Harbor Dividend Growth Leaders ETF 1.8 50 35 6.2 +17.2
DBLV AdvisorShares DoubleLine Value Equity ETF 1.7 90 -5 8.6 +19.7
ETHO Etho Climate Leadership U.S. ETF 1.7 47 38 5.0 +16.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.7 18 67 8.2 +19.3
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 1.7 20 65 7.5 +18.6
ODDS Pacer BlueStar Digital Entertainment ETF 1.7 60 25 2.0 +13.0
ESPO VanEck Video Gaming & eSports ETF 1.7 56 29 3.8 +14.9
LRNZ TrueMark Technology, AI & Deep Learning ETF 1.7 69 16 -1.4 +9.6
BNGE First Trust S-Network Streaming and Gaming ETF 1.7 70 15 -0.4 +10.7
SPRX Spear Alpha ETF 1.7 75 10 -1.5 +9.6
VPN Global X Data Center REITs & Digital Infrastructure ETF 1.7 50 35 1.7 +12.8
TINY ProShares Nanotechnology ETF 1.7 58 27 2.4 +13.5
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 1.7 60 25 7.2 +18.3
BTEK BlackRock Future Tech ETF 1.7 88 -3 1.8 +12.9
HAIL SPDR S&P Kensho Smart Mobility ETF 1.7 45 40 -5.0 +6.1
CLRG IQ Chaikin U.S. Large Cap ETF 1.7 25 60 6.5 +17.5
ROBO Robo Global Robotics & Automation Index ETF 1.7 95 -10 3.2 +14.2
FDRV Fidelity Electric Vehicles and Future Transportation ETF 1.7 39 46 -0.1 +11.0
VFH Vanguard Financials Index Fund 1.7 10 75 6.9 +18.0
FNCL Fidelity MSCI Financials Index ETF 1.6 8 77 6.9 +17.9
VFMV Vanguard U.S. Minimum Volatility ETF 1.6 13 72 5.9 +17.0
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 1.6 35 50 7.1 +18.2
NETZ Engine No 1 Transform Climate ETF 1.6 75 10 3.8 +14.9
IWFH iShares Virtual Work and Life Multisector ETF 1.6 47 38 -6.2 +4.8
PRNT The 3D Printing ETF 1.6 66 19 -3.2 +7.9
SAMT Strategas Macro Thematic Opportunities ETF 1.6 65 20 3.6 +14.7
WLDR Affinity World Leaders Equity ETF 1.5 67 18 8.7 +19.8
SOCL Global X Social Media ETF 1.5 65 20 -5.0 +6.1
WTV WisdomTree US Value Fund 1.5 12 73 9.2 +20.3
MRAD SmartETFs Advertising & Marketing Technology ETF 1.5 68 17 3.7 +14.8
LGLV SPDR Russell 1000 Low Volatility ETF 1.5 12 73 5.6 +16.6
IVES Wedbush ETFMG Global Cloud Technology ETF 1.5 68 17 1.8 +12.9
VSDA VictoryShares Dividend Accelerator ETF 1.5 35 50 6.6 +17.7
SYNB Putnam BioRevolution ETF 1.5 70 15 2.8 +13.8
OND ProShares On-Demand ETF 1.5 58 27 -6.5 +4.6
FIXT Procure Disaster Recovery Strategy ETF 1.5 75 10 5.2 +16.2
OAIE Optimize AI Smart Sentiment Event-Driven ETF 1.5 103 -18 7.4 +18.4
PRAY FIS Biblically Responsible Risk Managed ETF 1.5 69 16 6.1 +17.1
FFND Future Fund Active ETF 1.5 100 -15 0.3 +11.4
BOTZ Global X Robotics & Artificial Intelligence ETF 1.5 69 16 2.1 +13.1
VICE AdvisorShares Vice ETF 1.5 99 -14 5.7 +16.7
VIRS Pacer BioThreat Strategy ETF 1.5 70 15 6.7 +17.8
AESR Anfield U.S. Equity Sector Rotation ETF 1.5 108 -23 4.7 +15.8
ARKX ARK Space Exploration & Innovation ETF 1.5 70 15 1.7 +12.8
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.4 7 78 10.6 +21.7
IYG iShares US Financial Services ETF 1.4 40 45 6.5 +17.6
VFQY Vanguard U.S. Quality Factor ETF 1.3 13 72 7.4 +18.5
RYJ Invesco Raymond James SB-1 Equity ETF 1.3 81 4 3.9 +15.0
VONV Vanguard Russell 1000 Value Index Fund 1.2 8 77 7.2 +18.2
IWD iShares Russell 1000 Value ETF 1.2 19 66 7.1 +18.2
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 1.2 17 68 7.5 +18.5
ONEO SPDR Russell 1000 Momentum Focus ETF 1.1 20 65 7.4 +18.5
CVAR Cultivar ETF 1.1 87 -2 7.7 +18.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.1 29 56 6.8 +17.9
IEDI iShares Evolved U.S. Discretionary Spending ETF 1.1 18 67 5.2 +16.2
ARKG ARK Genomic Revolution ETF 1.0 75 10 -12.5 -1.5
EQAL Invesco Russell 1000 Equal Weight ETF 1.0 20 65 6.9 +17.9
VXF Vanguard Extended Market Index Fund 1.0 6 79 4.0 +15.1
IYF iShares U.S. Financials ETF 0.9 40 45 6.7 +17.7
IWX iShares Russell Top 200 Value ETF 0.9 20 65 7.0 +18.0
IWS iShares Russell Mid-Cap Value ETF 0.9 23 62 7.3 +18.3
DTEC ALPS Disruptive Technologies ETF 0.9 50 35 3.7 +14.8
IYJ iShares U.S. Industrials ETF 0.9 40 45 5.3 +16.4
IPAY ETFMG Prime Mobile Payments ETF 0.9 75 10 7.6 +18.7
BPAY BlackRock Future Financial and Technology ETF 0.9 70 15 10.4 +21.5
ACWV iShares MSCI Global Min Vol Factor ETF 0.9 20 65 6.6 +17.7
VOT Vanguard Mid-Cap Growth Index Fund 0.9 7 78 4.7 +15.8
IXG iShares Global Financials ETF 0.9 42 43 6.9 +17.9
RSPF Invesco S&P 500 Equal Weight Financials ETF 0.9 40 45 7.4 +18.5
XLF Financial Select Sector SPDR Fund 0.9 10 75 6.4 +17.4
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 0.8 50 35 8.8 +19.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.8 70 15 2.4 +13.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.8 4 81 6.3 +17.4
IWR iShares Russell Midcap ETF 0.8 18 67 6.2 +17.3
IMCB iShares Morningstar Mid-Cap ETF 0.8 4 81 6.3 +17.4
IWO iShares Russell 2000 Growth ETF 0.8 24 61 1.2 +12.3
VTWG Vanguard Russell 2000 Growth Index Fund 0.8 15 70 1.3 +12.4
TPLC Timothy Plan US Large Cap Core ETF 0.7 52 33 6.1 +17.2
ISCG iShares Morningstar Small-Cap Growth ETF 0.7 6 79 2.0 +13.1
WCLD WisdomTree Cloud Computing Fund 0.7 45 40 -0.4 +10.7
VBK Vanguard Small-Cap Growth Index Fund 0.7 7 78 1.3 +12.4
IMCG iShares Morningstar Mid-Cap Growth ETF 0.7 6 79 4.5 +15.6
EVUS iShares ESG Aware MSCI USA Value ETF 0.6 18 67 7.2 +18.3
VTV Vanguard Value Index Fund 0.6 4 81 7.4 +18.5
DSTL Distillate US Fundamental Stability & Value ETF 0.6 39 46 7.6 +18.6
FVD First Trust Value Line Dividend Index Fund 0.6 65 20 6.2 +17.3
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 0.6 61 24 7.4 +18.4
SMRI Bushido Capital US Equity ETF 0.6 71 14 9.0 +20.1
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.6 75 10 3.6 +14.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.6 39 46 4.3 +15.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.6 75 10 7.5 +18.5
IMCV iShares Morningstar Mid-Cap Value ETF 0.6 6 79 8.3 +19.3
SCHV Schwab U.S. Large-Cap Value ETF 0.6 4 81 7.1 +18.1
JSTC Adasina Social Justice All Cap Global ETF 0.6 89 -4 4.6 +15.7
EBIZ Global X E-Commerce ETF 0.6 50 35 0.9 +12.0
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 0.5 36 49 6.7 +17.7
IBUY Amplify Online Retail ETF 0.5 65 20 0.6 +11.7
VO Vanguard Mid-Cap Index Fund 0.5 4 81 6.4 +17.5
YPS Arrow Reverse Cap 500 ETF 0.5 29 56 7.2 +18.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.5 7 78 6.1 +17.2
LOUP Innovator Loup Frontier Tech ETF 0.5 70 15 2.1 +13.1
STXV Strive 1000 Value ETF 0.5 18 67 8.5 +19.5
IWP iShares Russell Mid-Cap Growth ETF 0.5 23 62 3.9 +15.0
MRND IQ U.S. Mid Cap R&D Leaders ETF 0.5 16 69 4.1 +15.1
SCHD Schwab U.S. Dividend Equity ETF 0.5 6 79 8.9 +20.0
VYM Vanguard High Dividend Yield Index ETF 0.5 6 79 7.8 +18.8
DIVB iShares Core Dividend 0.5 5 80 8.4 +19.4
WKLY SoFi Weekly Dividend ETF 0.5 49 36 7.7 +18.8
DURA VanEck Morningstar Durable Dividend ETF 0.5 29 56 7.7 +18.8
FLV American Century Focused Large Cap Value ETF 0.5 42 43 6.5 +17.6
HDV iShares Core High Dividend ETF 0.5 8 77 8.8 +19.9
DIVL Madison Dividend Value ETF 0.5 65 20 5.9 +17.0
NUDV Nuveen ESG Dividend ETF 0.5 26 59 7.5 +18.6
IWM iShares Russell 2000 ETF 0.5 19 66 3.9 +15.0
VTWO Vanguard Russell 2000 Index Fund 0.4 10 75 4.0 +15.1
REVS Columbia Research Enhanced Value ETF 0.4 19 66 8.1 +19.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.4 30 55 7.5 +18.6
SRHQ SRH U.S. Quality ETF 0.4 35 50 8.4 +19.4
EMC Global X Emerging Markets Great Consumer ETF 0.4 75 10 4.2 +15.3
EMM Global X Emerging Markets ETF 0.4 75 10 3.2 +14.3
JIG JPMorgan International Growth ETF 0.4 55 30 4.6 +15.6
MGV Vanguard Mega Cap Value ETF 0.4 7 78 7.2 +18.3
MOTG VanEck Morningstar Global Wide Moat ETF 0.4 52 33 6.2 +17.3
APIE ActivePassive International Equity ETF 0.4 45 40 8.1 +19.1
MINV Matthews Asia Innovators Active ETF 0.4 79 6 0.8 +11.9
CGXU Capital Group International Focus Equity ETF 0.4 54 31 4.1 +15.1
SPLV Invesco S&P 500 Low Volatility ETF 0.4 25 60 6.0 +17.1
SXQG 6 Meridian Quality Growth ETF 0.4 100 -15 4.7 +15.7
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 0.4 25 60 6.2 +17.3
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 0.4 60 25 4.7 +15.8
ALTL Pacer Lunt Large Cap Alternator ETF 0.4 60 25 6.1 +17.2
FTCS First Trust Capital Strength ETF 0.4 55 30 6.5 +17.5
HUSV First Trust Horizon Managed Volatility Domestic ETF 0.4 70 15 5.4 +16.5
PFI Invesco DWA Financial Momentum ETF 0.4 60 25 8.6 +19.7
ISCB iShares Morningstar Small-Cap ETF 0.4 4 81 5.3 +16.4
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 0.4 60 25 5.9 +17.0
FDIV MarketDesk Focused U.S. Dividend ETF 0.4 35 50 9.8 +20.8
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.4 25 60 7.0 +18.1
FTA First Trust Large Cap Value AlphaDEX Fund 0.4 59 26 8.9 +19.9
BKSE BNY Mellon US Small Cap Core Equity ETF 0.4 4 81 6.2 +17.3
DFSI Dimensional International Sustainability Core 1 ETF 0.4 24 61 6.1 +17.2
ESGS Columbia Sustainable U.S. Equity Income ETF 0.4 35 50 6.7 +17.7
TPHD Timothy Plan High Dividend Stock ETF 0.4 52 33 6.4 +17.5
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.4 54 31 6.7 +17.8
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.4 45 40 0.7 +11.7
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 0.4 60 25 7.8 +18.9
BLES Inspire Global Hope Large Cap ETF 0.4 61 24 6.4 +17.5
OALC OneAscent Large Cap Core ETF 0.4 82 3 6.6 +17.7
SMOT VanEck Morningstar SMID Moat ETF 0.4 49 36 7.8 +18.8
BIBL Inspire ETF 0.4 35 50 5.4 +16.4
ONLN ProShares Online Retail ETF 0.4 58 27 -2.2 +8.9
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 0.4 17 68 5.8 +16.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.3 9 76 4.1 +15.2
FNX First Trust Mid Cap Core AlphaDEX Fund 0.3 59 26 8.0 +19.0
SCHA Schwab U.S. Small-Cap ETF 0.3 4 81 5.2 +16.3
VFVA Vanguard U.S. Value Factor ETF 0.3 13 72 11.1 +22.2
SFYX Sofi Next 500 ETF 0.3 0 85 6.1 +17.1
VB Vanguard Small-Cap ETF 0.3 5 80 5.8 +16.9
SCHM Schwab U.S. Mid-Cap ETF 0.3 4 81 6.8 +17.9
JFWD Jacob Forward ETF 0.3 75 10 -8.3 +2.7
FPX First Trust US IPO Index Fund 0.3 61 24 -0.6 +10.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.3 58 27 6.4 +17.5
ISMD Inspire Small/Mid Cap Impact ETF 0.3 54 31 6.3 +17.4
FAB First Trust Multi Cap Value AlphaDEX Fund 0.3 67 18 11.2 +22.2
DFAI Dimensional International Core Equity Market ETF 0.3 18 67 6.6 +17.7
GVLU Gotham 1000 Value ETF 0.2 50 35 9.1 +20.2
QDIV Global X S&P 500 Quality Dividend ETF 0.2 20 65 9.3 +20.3
FBCV Fidelity Blue Chip Value ETF 0.2 59 26 7.1 +18.1
AVSC Avantis U.S Small Cap Equity ETF 0.2 25 60 5.6 +16.7
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.2 8 77 4.8 +15.8
VCR Vanguard Consumer Discretionary Index Fund 0.2 10 75 4.7 +15.7
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 0.2 15 70 6.0 +17.1
JHMM John Hancock Multifactor Mid Cap ETF 0.2 42 43 7.2 +18.3
MAKX ProShares S&P Kensho Smart Factories ETF 0.2 58 27 3.1 +14.2
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 0.2 96 -11 4.5 +15.5
WCEO Hypatia Women CEO ETF 0.2 85 0 6.3 +17.4
VEU Vanguard FTSE All-World ex-US Index Fund 0.2 8 77 4.8 +15.8
AVDE Avantis International Equity ETF 0.2 23 62 7.7 +18.7
UMMA Wahed Dow Jones Islamic World ETF 0.2 65 20 4.3 +15.3
ADIV SmartETFs Asia Pacific Dividend Builder ETF 0.2 78 7 8.8 +19.8
MEM Matthews Emerging Markets Equity Active ETF 0.2 79 6 5.6 +16.7
RSHO Tema American Reshoring ETF 0.2 75 10 3.1 +14.2
AVEM Avantis Emerging Markets Equity ETF 0.2 33 52 8.6 +19.7
CIRC JPMorgan Sustainable Consumption ETF 0.2 49 36 5.2 +16.2
BKCI BNY Mellon Concentrated International ETF 0.2 80 5 6.0 +17.0
CWI SPDR MSCI ACWI ex-US ETF 0.2 30 55 6.4 +17.5
OSEA Harbor International Compounders ETF 0.2 55 30 3.6 +14.7
GMF SPDR S&P Emerging Asia Pacific ETF 0.2 49 36 6.4 +17.4
ROAM Hartford Multifactor Emerging Markets ETF 0.2 44 41 11.7 +22.7
DSTX Distillate International Fundamental Stability & Value ETF 0.2 39 46 7.9 +19.0
VWO Vanguard FTSE Emerging Markets ETF 0.2 8 77 -0.6 +10.5
SXUS Janus Henderson International Sustainable Equity ETF 0.2 60 25 4.2 +15.3
FRDM Freedom 100 Emerging Markets ETF 0.2 49 36 7.5 +18.5
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 0.2 95 -10 11.0 +22.0
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.2 86 -1 1.8 +12.8
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 0.2 86 -1 1.6 +12.7
ARGT Global X MSCI Argentina ETF 0.2 59 26 3.2 +14.3
BRAZ Global X Brazil Active ETF 0.2 75 10 8.1 +19.2
JEMA JPMorgan Emerging Markets Equity Core ETF 0.2 33 52 7.1 +18.2
KEMQ Kraneshares Emerging Markets Consumer Technology Index ETF 0.2 60 25 1.1 +12.2
AADR AdvisorShares Dorsey Wright ADR ETF 0.2 110 -25 4.7 +15.7
EMFQ Amplify Emerging Markets FinTech ETF 0.2 69 16 5.4 +16.4
UDI USCF Dividend Income Fund 0.2 0 85 0.0 +11.1
TXS Texas Capital Texas Equity Index ETF 0.2 49 36 5.6 +16.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 0.2 38 47 9.4 +20.5
IWTR iShares MSCI Water Management Multisector ETF 0.2 47 38 5.6 +16.7
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 0.2 35 50 8.9 +20.0
BNE Blue Horizon BNE ETF 0.2 87 -2 4.2 +15.3
NULV Nuveen ESG Large-Cap Value ETF 0.2 26 59 7.4 +18.5
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 0.2 45 40 5.9 +17.0
DFIC Dimensional International Core Equity 2 ETF 0.2 23 62 7.1 +18.2
TOLL Tema Monopolies and Oligopolies ETF 0.2 75 10 3.8 +14.8
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.2 41 44 6.6 +17.7
SAGP Strategas Global Policy Opportunities ETF 0.2 65 20 4.6 +15.6
BKIE BNY Mellon International Equity ETF 0.2 4 81 6.6 +17.7
AVIV Avantis International Large Cap Value ETF 0.2 25 60 8.5 +19.5
DIHP Dimensional International High Profitability ETF 0.2 29 56 6.7 +17.7
BULD Pacer BlueStar Engineering the Future ETF 0.2 60 25 -0.6 +10.4
BMVP Invesco Bloomberg MVP Multi-Factor ETF 0.2 60 25 8.8 +19.8
STXK Strive Small-Cap ETF 0.2 18 67 5.7 +16.8
FLDZ RiverNorth Volition America Patriot ETF 0.2 75 10 6.1 +17.1
NUMV Nuveen ESG Mid-Cap Value ETF 0.2 31 54 8.1 +19.2
SNSR Global X Internet of Things Thematic ETF 0.2 68 17 4.2 +15.2
COWS Amplify Cash Flow Dividend Leaders ETF 0.2 0 85 12.3 +23.3
KLDW Gavekal Knowledge Leaders Developed World ETF 0.2 75 10 5.0 +16.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.2 24 61 8.7 +19.7
IDAT iShares Cloud 5G and Tech ETF 0.2 47 38 5.1 +16.2
ROKT SPDR S&P Kensho Final Frontiers ETF 0.2 45 40 1.4 +12.4
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.2 15 70 7.1 +18.2
DIVZ TrueShares Low Volatility Equity Income ETF 0.2 65 20 9.8 +20.9
VNMC Natixis Vaughan Nelson Mid Cap ETF 0.2 85 0 5.4 +16.5
ENRG SoFi Smart Energy ETF 0.2 59 26 -2.5 +8.6
KNCT Invesco Next Gen Connectivity ETF 0.2 63 22 5.8 +16.8
BECO BlackRock Future Climate and Sustainable Economy ETF 0.2 70 15 18.9 +30.0
SDY SPDR S&P Dividend ETF 0.2 35 50 6.9 +18.0
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 57 8.8 +19.9
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 46 9.3 +20.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.2 15 70 6.9 +18.0
MDY SPDR S&P Midcap 400 ETF Trust 0.2 23 62 7.6 +18.7
XMMO Invesco S&P MidCap Momentum ETF 0.2 33 52 6.8 +17.9
IVOO Vanguard S&P Mid-Cap 400 ETF 0.2 10 75 7.8 +18.8
SIXL 6 Meridian Low Beta Equity Strategy ETF 0.2 80 5 5.6 +16.7
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.2 15 70 6.9 +18.0
FOVL iShares Focused Value Factor ETF 0.2 25 60 11.2 +22.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.2 15 70 8.7 +19.8
SMDY Syntax Stratified MidCap ETF 0.2 35 50 7.5 +18.6
MDYV SPDR S&P 400 Mid Cap Value ETF 0.2 15 70 8.8 +19.8
IJH iShares Core S&P Mid-Cap ETF 0.2 5 80 7.8 +18.9
USMF WisdomTree U.S. Multifactor Fund 0.2 28 57 7.4 +18.5
FSMD Fidelity Small-Mid Factor ETF 0.2 29 56 7.9 +18.9
IJJ iShares S&P Mid-Cap 400 Value ETF 0.2 18 67 8.8 +19.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.2 24 61 8.5 +19.6
SPMD SPDR Portfolio Mid Cap ETF 0.2 3 82 7.8 +18.9
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.2 30 55 9.5 +20.6
IJK iShares S&P Mid-Cap 400 Growth ETF 0.2 17 68 6.9 +17.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.2 15 70 7.9 +19.0
TMFX Motley Fool Next Index ETF 0.2 50 35 3.3 +14.4
KONG Formidable Fortress ETF 0.2 89 -4 6.7 +17.8
XJH iShares ESG Screened S&P Mid-Cap ETF 0.2 12 73 7.9 +18.9
TGRW T. Rowe Price Growth Stock ETF 0.2 52 33 5.2 +16.2
RNMC Mid Cap US Equity Select ETF 0.2 60 25 8.9 +19.9
DFSV Dimensional US Small Cap Value ETF 0.2 31 54 9.3 +20.3
IWN iShares Russell 2000 Value ETF 0.2 24 61 6.2 +17.3
EZM WisdomTree U.S. MidCap Earnings Fund 0.2 38 47 10.5 +21.6
IWC iShares Micro-Cap ETF 0.2 60 25 -5.4 +5.7
VTWV Vanguard Russell 2000 Value Index Fund 0.1 15 70 6.4 +17.5
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.1 20 65 7.3 +18.3
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.1 25 60 9.3 +20.4
FYC First Trust Small Cap Growth AlphaDEX Fund 0.1 71 14 1.1 +12.1
DON WisdomTree U.S. MidCap Dividend Fund 0.1 38 47 9.1 +20.2
TPSC Timothy Plan US Small Cap Core ETF 0.1 52 33 8.4 +19.4
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.1 35 50 8.1 +19.1
DFAS Dimensional U.S. Small Cap ETF 0.1 26 59 6.4 +17.5
TCHP T. Rowe Price Blue Chip Growth ETF 0.1 57 28 5.1 +16.2
SMMD iShares Russell 2500 ETF 0.1 15 70 6.4 +17.4
EES WisdomTree SmallCap Earnings Fund 0.1 38 47 11.4 +22.4
TDVG T. Rowe Price Dividend Growth ETF 0.1 50 35 5.9 +16.9
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.1 20 65 8.3 +19.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.1 39 46 6.3 +17.4
GWX SPDR S&P International Small Cap ETF 0.0 40 45 5.6 +16.6
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.0 47 38 9.7 +20.8
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.0 42 43 8.5 +19.6
ISCV iShares Morningstar Small Cap Value ETF 0.0 6 79 8.5 +19.6
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.0 49 36 5.4 +16.5
TEQI T. Rowe Price Equity Income ETF 0.0 54 31 4.8 +15.9
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 82 6.5 +17.5
VSGX Vanguard ESG International Stock ETF 0.0 12 73 4.0 +15.1
ICAP InfraCap Equity Income Fund ETF 0.0 171 -86 7.0 +18.1
VEA Vanguard FTSE Developed Markets ETF 0.0 5 80 6.7 +17.8
VXUS Vanguard Total International Stock ETF 0.0 7 78 4.9 +16.0

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

  2018 2019 2020 2021 2022 2023E 2024E
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
  2022 2023E 2024E
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 and 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 -30.0 %
Divided by: Fwd. P/BV 2.9 x
Less: Expense ratio 85 bp
Equals: ALTAR Score -11.1 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.46 CATEGORY
AVERAGE
1.47
 
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.