AdvisorShares Focused Equity ETF
ALTAR
Score™		 4.9% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 21.4x P/Sales
ratio		 1.4x
P/BV
ratio		 4.1x Div.
yield		 1.8%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The AdvisorShares Focused Equity ETF is an actively-managed ETF that aims to achieve long-term capital appreciation and outperform the S&P 500 Index by holding a focused group of US-listed stocks using proprietary models.

FUND BASICS
Category US Equities
Fund Sponsor AdvisorShares
Website www.advisorshares.com
Inception date Sep 20, 2016
Assets (mns) $178
Currency USD
Expense ratio 84 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 26
Wgt avg mkt cap (mns) $69,471
Large cap (>$10bn) 76.9%
Mid cap ($2-10bn) 20.5%
Small cap (<$2bn) 2.6%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
ABBOTT LABORATORIES 4.8 %
AMERICAN WATER WORKS CO INC 4.7 %
INTERCONTINENTALEXCHANGE INC 4.6 %
CENCORA INC 4.5 %
OTIS WORLDWIDE CORPORATION 4.5 %
ROLLINS INC 4.5 %
HEICO CORP 4.4 %
BROADRIDGE FINANCIAL SOLUTIO 4.3 %
HENRY SCHEIN INC 4.3 %
FISERV, INC. 4.2 %
Total 44.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 98.0 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
3.5% 9.0% 14.8% -- 12.9%

Market Correlations
versus... Beta R-squared
S&P500 1.02 81%
MSCI EAFE 0.97 76%
MSCI Emg. Mkts. 0.68 37%

Technical Indicators
Recent close $66.29
30d moving avg. $65.74
Annualized volatility 19.4%
Short interest (ETF) 0.5%
Short interest (Underlying) 2.3%
Relative strength (RSI) 46

Liquidity measures
Avg. volume (thou.) 10
Turnover 0.4%
Bid/Ask (% of price) 0.46%
ADV underlying (mns) $3,994

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 715 potential alternatives to the AdvisorShares Focused Equity ETF ETF based on the alternatives' overlap in portfolio holdings with CWS. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: CWS Expense: 84 bp ALTAR Score™: 4.9%


ALTERNATIVE ETFs BASED ON OVERLAP WITH CWS
Ticker Fund
Name		 Overlap1
vs CWS
(%)		 Expense
ratio
(bp)		 Savings
vs CWS
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs CWS
(%)
TOLL Tema Monopolies and Oligopolies ETF 17.5 75 9 3.8 -1.1
JGRW Jensen Quality Growth ETF 15.3 57 27 4.6 -0.2
BEEX BeeHive ETF 15.1 84 0 4.7 -0.1
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 14.5 39 45 4.1 -0.8
AIVL WisdomTree U.S. AI Enhanced Value Fund 13.7 38 46 6.2 +1.4
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 12.0 75 9 -0.5 -5.3
BEEZ Honeytree U.S. Equity ETF 11.9 64 20 3.5 -1.4
XLV Health Care Select Sector SPDR Fund 11.3 8 76 7.0 +2.2
RUNN Running Oak Efficient Growth ETF 10.8 58 26 4.9 +0.0
PCGG Polen Capital Global Growth ETF 10.8 85 -1 3.8 -1.0
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 10.5 40 44 4.7 -0.2
PRN Invesco Dorsey Wright Industrials Momentum ETF 10.3 60 24 3.2 -1.7
IYH iShares U.S. Healthcare ETF 10.3 40 44 6.4 +1.5
FHLC Fidelity MSCI Health Care Index ETF 10.0 8 76 5.9 +1.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 10.0 15 69 4.7 -0.2
VHT Vanguard Health Care ETF 10.0 10 74 5.7 +0.9
DEMZ Democratic Large Cap Core ETF 9.7 45 39 4.6 -0.3
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 9.5 65 19 5.0 +0.1
IGV iShares Expanded Tech-Software Sector ETF 9.5 41 43 3.1 -1.8
CHGX AXS Change Finance ESG ETF 9.4 49 35 5.3 +0.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 9.2 65 19 3.0 -1.8
POWA Invesco Bloomberg Pricing Power ETF 9.1 40 44 5.3 +0.5
IHI iShares U.S. Medical Devices ETF 9.0 40 44 3.8 -1.1
PWB Invesco Large Cap Growth ETF 8.9 56 28 3.2 -1.6
BCDF Horizon Kinetics Blockchain Development ETF 8.8 85 -1 4.5 -0.4
PHO Invesco Water Resources ETF 8.8 60 24 4.8 -0.1
RSPH Invesco S&P 500 Equal Weight Health Care ETF 8.7 40 44 7.5 +2.7
QLTY GMO U.S. Quality ETF 8.6 50 34 5.0 +0.1
IPDP Dividend Performers ETF 8.5 122 -38 5.0 +0.1
INCE Franklin Income Equity Focus ETF 8.3 29 55 5.6 +0.8
ZECP Zacks Earnings Consistent Portfolio ETF 8.3 55 29 4.9 +0.0
IXJ iShares Global Healthcare ETF 8.2 42 42 6.6 +1.7
LQPE PEO AlphaQuest Thematic PE ETF 8.2 125 -41 6.9 +2.0
MBCC Monarch Blue Chips Core ETF 8.1 125 -41 3.5 -1.4
PSET Principal Quality ETF 8.1 15 69 5.7 +0.9
FINX Global X FinTech ETF 8.0 68 16 2.6 -2.2
CLOD Themes Cloud Computing ETF 7.9 35 49 2.1 -2.7
FIW First Trust Water ETF 7.7 53 31 5.0 +0.1
MOTE VanEck Morningstar ESG Moat ETF 7.6 49 35 4.9 +0.0
TDV ProShares S&P Technology Dividend Aristocrats ETF 7.6 45 39 5.9 +1.0
VNSE Natixis Vaughan Nelson Select ETF 7.6 80 4 5.3 +0.5
ABFL Abacus FCF Leaders ETF 7.5 59 25 5.8 +1.0
MGRO VanEck Morningstar Wide Moat Growth ETF 7.2 49 35 4.7 -0.2
PDP Invesco Dorsey Wright Momentum ETF 7.2 62 22 3.6 -1.3
LVOL American Century Low Volatility ETF 7.2 29 55 4.4 -0.4
GGRW Gabelli Growth Innovators ETF 7.1 90 -6 2.6 -2.3
BRIF FIS Bright Portfolios Focused Equity ETF 7.1 65 19 4.9 +0.0
VALQ American Century U.S. Quality Value ETF 7.0 29 55 7.6 +2.8
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 6.8 75 9 0.9 -4.0
SPLV Invesco S&P 500 Low Volatility ETF 6.8 25 59 4.8 -0.0
STXD Strive 1000 Dividend Growth ETF 6.8 35 49 5.0 +0.1
ZIG Acquirers Fund 6.7 84 0 20.3 +15.5
ALTL Pacer Lunt Large Cap Alternator ETF 6.7 60 24 4.6 -0.3
ROKT SPDR S&P Kensho Final Frontiers ETF 6.7 45 39 3.0 -1.9
MDEV First Trust Indxx Medical Devices ETF 6.6 70 14 1.2 -3.7
CZAR Themes Natural Monopoly ETF 6.4 35 49 2.8 -2.0
MILN Global X Millennial Consumer ETF 6.3 50 34 3.1 -1.8
LRGE ClearBridge Large Cap Growth ESG ETF 6.3 59 25 4.0 -0.9
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 6.2 15 69 7.3 +2.5
MDCP VictoryShares THB Mid Cap ESG ETF 6.2 55 29 5.6 +0.8
NBDS Neuberger Berman Disrupters ETF 6.2 55 29 1.0 -3.9
ADME Aptus Drawdown Managed Equity ETF 6.1 79 5 4.3 -0.5
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 6.1 49 35 4.3 -0.5
KONG Formidable Fortress ETF 6.1 89 -5 5.7 +0.8
DANA Dana Unconstrained Equity ETF 6.0 50 34 2.8 -2.1
SAMT Strategas Macro Thematic Opportunities ETF 6.0 65 19 3.5 -1.3
TTAC FCF US Quality ETF 5.9 59 25 6.1 +1.2
LOWV AB US Low Volatility Equity ETF 5.9 48 36 5.3 +0.5
RSPF Invesco S&P 500 Equal Weight Financials ETF 5.8 40 44 6.9 +2.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 5.8 25 59 4.9 0.0
KCE SPDR S&P Capital Markets ETF 5.8 35 49 6.4 +1.5
PINK Simplify Health Care ETF 5.8 50 34 0.9 -3.9
HTEC ROBO Global Healthcare Technology and Innovation ETF 5.8 68 16 2.5 -2.4
MISL First Trust Indxx Aerospace & Defense ETF 5.7 60 24 2.9 -2.0
ACVF American Conservative Values ETF 5.7 75 9 4.5 -0.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 5.7 70 14 4.4 -0.5
HAPY Harbor Human Capital Factor Unconstrained ETF 5.7 50 34 3.4 -1.5
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 5.7 79 5 5.2 +0.4
BGDV Bahl & Gaynor Dividend ETF 5.6 45 39 5.0 +0.1
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 5.5 12 72 5.0 +0.2
ARVR First Trust Indxx Metaverse ETF 5.5 70 14 5.9 +1.1
RSPT Invesco S&P 500 Equal Weight Technology ETF 5.5 40 44 6.2 +1.4
SPMV Invesco S&P 500 Minimum Variance ETF 5.5 10 74 4.9 +0.0
SPHQ Invesco S&P 500 Quality ETF 5.4 15 69 5.3 +0.5
SNPV Xtrackers S&P 500 Value ESG ETF 5.4 15 69 5.4 +0.6
XLK Technology Select Sector SPDR Fund 5.4 8 76 5.3 +0.4
XNTK SPDR NYSE Technology ETF 5.3 35 49 4.4 -0.5
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 5.3 30 54 7.9 +3.1
FDFF Fidelity Disruptive Finance ETF 5.3 50 34 4.1 -0.7
CRTC Xtrackers US National Critical Technologies ETF 5.3 35 49 5.3 +0.4
TMFX Motley Fool Next Index ETF 5.3 50 34 3.2 -1.7
USXF iShares ESG Advanced MSCI USA ETF 5.3 10 74 4.9 +0.1
LEAD Siren DIVCON Leaders Dividend ETF 5.2 43 41 4.6 -0.2
VOT Vanguard Mid-Cap Growth ETF 5.2 7 77 3.7 -1.2
JGLO JPMorgan Global Select Equity ETF 5.1 33 51 5.1 +0.3
SHE SPDR MSCI USA Gender Diversity ETF 5.0 20 64 5.2 +0.4
JEPI JPMorgan Equity Premium Income ETF 5.0 35 49 5.4 +0.6
JQUA JPMorgan U.S. Quality Factor ETF 5.0 12 72 6.0 +1.1
RFFC ALPS Active Equity Opportunity ETF 5.0 48 36 4.5 -0.3
JMOM JPMorgan U.S. Momentum Factor ETF 4.9 12 72 4.8 -0.1
BMED Future Health ETF 4.9 85 -1 2.4 -2.4
VIG Vanguard Dividend Appreciation ETF 4.9 6 78 6.0 +1.1
GDOC Goldman Sachs Future Health Care Equity ETF 4.8 75 9 2.7 -2.2
HART IQ Healthy Hearts ETF 4.8 45 39 6.6 +1.7
PJP Invesco Pharmaceuticals ETF 4.8 57 27 7.8 +2.9
IWP iShares Russell Mid-Cap Growth ETF 4.8 23 61 3.7 -1.2
KRMA Global X Conscious Companies ETF 4.8 43 41 6.1 +1.3
OALC OneAscent Large Cap Core ETF 4.7 86 -2 4.6 -0.3
FTC First Trust Large Cap Growth AlphaDEX Fund 4.7 59 25 2.8 -2.0
TECB iShares U.S. Tech Breakthrough Multisector ETF 4.7 40 44 4.0 -0.9
FMED Fidelity Disruptive Medicine ETF 4.7 50 34 -1.1 -6.0
VEGN US Vegan Climate ETF 4.7 60 24 4.6 -0.2
MOAT VanEck Morningstar Wide Moat ETF 4.7 46 38 6.0 +1.1
FTRI First Trust Indxx Global Natural Resources Income ETF 4.7 70 14 8.6 +3.7
AQWA Global X Clean Water ETF 4.7 50 34 5.0 +0.2
CGW Invesco S&P Global Water Index ETF 4.7 57 27 4.8 -0.1
EFRA iShares Environmental Infrastructure and Industrials ETF 4.7 47 37 4.4 -0.5
USMV iShares MSCI USA Min Vol Factor ETF 4.7 15 69 5.5 +0.6
FXH First Trust Health Care AlphaDEX Fund 4.6 62 22 7.9 +3.1
INFL Horizon Kinetics Inflation Beneficiaries ETF 4.6 85 -1 3.9 -0.9
VSLU Applied Finance Valuation Large Cap ETF 4.5 49 35 5.9 +1.0
MADE iShares U.S. Manufacturing ETF 4.5 40 44 5.8 +0.9
MODL VictoryShares WestEnd U.S. Sector ETF 4.5 42 42 5.0 +0.1
XLF Financial Select Sector SPDR Fund 4.5 8 76 6.0 +1.1
PPH VanEck Pharmaceutical ETF 4.5 36 48 9.8 +4.9
LCLG Logan Capital Broad Innovative Growth ETF 4.5 99 -15 4.6 -0.2
NULG Nuveen ESG Large-Cap Growth ETF 4.5 26 58 3.7 -1.1
IWX iShares Russell Top 200 Value ETF 4.5 20 64 6.4 +1.6
DFNV Donoghue Forlines Innovation ETF 4.5 69 15 5.1 +0.3
ECML Euclidean Fundamental Value ETF 4.5 95 -11 13.1 +8.3
COWS Amplify Cash Flow Dividend Leaders ETF 4.4 0 84 12.7 +7.9
XDAT Franklin Exponential Data ETF 4.4 50 34 2.1 -2.7
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 4.4 57 27 4.3 -0.5
XAR SPDR S&P Aerospace & Defense ETF 4.4 35 49 2.3 -2.5
PTH Invesco Dorsey Wright Healthcare Momentum ETF 4.4 60 24 -2.9 -7.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 4.3 52 32 5.6 +0.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.3 58 26 5.6 +0.8
RSPN Invesco S&P 500 Equal Weight Industrials ETF 4.3 40 44 5.3 +0.5
XHE SPDR S&P Health Care Equipment ETF 4.3 35 49 2.9 -2.0
HKND Humankind US Stock ETF 4.3 11 73 7.5 +2.6
XPND First Trust Expanded Technology ETF 4.3 65 19 4.3 -0.6
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 4.3 60 24 5.7 +0.8
TMFM Motley Fool Mid-Cap Growth ETF 4.3 85 -1 3.7 -1.1
THRO iShares U.S. Thematic Rotation Active ETF 4.3 90 -6 4.4 -0.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 4.3 10 74 4.2 -0.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4.3 10 74 5.4 +0.5
FFLC Fidelity Fundamental Large Cap Core ETF 4.3 38 46 4.9 +0.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 4.3 32 52 5.2 +0.4
PPA Invesco Aerospace & Defense ETF 4.3 58 26 3.0 -1.9
XMAG Defiance Large Cap ex-Mag 7 ETF 4.3 35 49 4.6 -0.2
PRAY FIS Christian Stock Fund 4.2 69 15 5.5 +0.6
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 4.2 61 23 7.1 +2.2
CFA VictoryShares US 500 Volatility Wtd ETF 4.2 35 49 6.1 +1.2
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 4.2 75 9 4.5 -0.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 4.2 40 44 6.0 +1.2
USRD Themes US R&D Champions ETF 4.2 29 55 5.6 +0.8
PFM Invesco Dividend Achievers ETF 4.2 53 31 5.3 +0.5
FTGS First Trust Growth Strength ETF 4.2 60 24 5.6 +0.7
BPAY BlackRock Future Financial and Technology ETF 4.2 70 14 7.5 +2.6
BMVP Invesco Bloomberg MVP Multi-factor ETF 4.2 29 55 6.8 +2.0
ANEW ProShares MSCI Transformational Changes ETF 4.1 45 39 7.0 +2.2
GDIV Harbor Dividend Growth Leaders ETF 4.1 50 34 5.2 +0.4
SXQG ETC 6 Meridian Quality Growth ETF 4.1 100 -16 4.6 -0.3
QGRW WisdomTree U.S. Quality Growth Fund 4.1 28 56 4.7 -0.1
MGV Vanguard Mega Cap Value ETF 4.1 7 77 6.7 +1.9
BLCR iShares Large Cap Core Active ETF 4.0 36 48 4.3 -0.6
SYNB Putnam BioRevolution ETF 4.0 70 14 3.2 -1.7
THNR Amplify Weight Loss Drug & Treatment ETF 4.0 59 25 5.8 +1.0
FMET Fidelity Metaverse ETF 4.0 39 45 5.1 +0.3
GGME Invesco Next Gen Media and Gaming ETF 4.0 60 24 5.0 +0.1
IGPT Invesco AI and Next Gen Software ETF 4.0 60 24 4.9 +0.1
VFH Vanguard Financials ETF 4.0 10 74 6.6 +1.8
NZUS SPDR MSCI USA Climate Paris Aligned ETF 4.0 10 74 3.3 -1.6
MAGA Point Bridge America First ETF 4.0 72 12 6.5 +1.6
USMF WisdomTree U.S. Multifactor Fund 4.0 28 56 6.7 +1.9
LRGC AB US Large Cap Strategic Equities ETF 4.0 48 36 4.8 -0.1
FNCL Fidelity MSCI Financials Index ETF 4.0 8 76 6.6 +1.7
SMAP Amplify Small-Mid Cap Equity ETF 4.0 60 24 1.3 -3.5
XHS SPDR S&P Health Care Services ETF 3.9 35 49 3.5 -1.4
DTEC ALPS Disruptive Technologies ETF 3.9 50 34 4.0 -0.8
PIO Invesco Global Water ETF 3.9 75 9 4.9 +0.1
SDEP SFP Core Equity Strategy 3.9 10 74 2.8 -2.1
EQWL Invesco S&P 100 Equal Weight ETF 3.9 25 59 6.2 +1.4
FTCS First Trust Capital Strength ETF 3.9 55 29 5.2 +0.3
IYW iShares U.S. Technology ETF 3.8 40 44 4.6 -0.2
AUSF Global X Adaptive U.S. Factor ETF 3.8 27 57 9.2 +4.3
MTUM iShares MSCI USA Momentum Factor ETF 3.8 15 69 3.9 -1.0
VUSE Vident U.S. Equity Strategy ETF 3.8 50 34 4.8 -0.0
JGRO JPMorgan Active Growth ETF 3.8 44 40 3.9 -1.0
JCTR JPMorgan Carbon Transition U.S. Equity ETF 3.8 15 69 4.3 -0.6
GLBL Pacer MSCI World Industry Advantage ETF 3.8 65 19 5.0 +0.1
IHAK iShares Cybersecurity & Tech ETF 3.8 47 37 3.8 -1.1
SWP SWP Growth & Income ETF 3.8 99 -15 4.6 -0.3
OUSA ALPS O'Shares U.S. Quality Dividend ETF 3.8 48 36 6.0 +1.1
SHRY First Trust Bloomberg Shareholder Yield ETF 3.8 60 24 7.9 +3.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 3.8 18 66 4.9 +0.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.8 50 34 4.3 -0.5
IGM iShares Expanded Tech Sector ETF 3.8 41 43 4.6 -0.3
VO Vanguard Mid-Cap ETF 3.7 4 80 5.6 +0.8
IYF iShares U.S. Financials ETF 3.7 40 44 6.6 +1.8
FQAL Fidelity Quality Factor ETF 3.7 15 69 5.9 +1.0
HLAL Wahed FTSE USA Shariah ETF 3.7 50 34 5.2 +0.3
FLQL Franklin LibertyQ U.S. Equity ETF 3.7 15 69 5.7 +0.9
IETC iShares U.S. Tech Independence Focused ETF 3.7 18 66 4.7 -0.2
DEUS Xtrackers Russell US Multifactor ETF 3.7 17 67 6.9 +2.1
SPHB Invesco S&P 500 High Beta ETF 3.7 25 59 5.3 +0.5
KNO AXS Knowledge Leaders ETF 3.7 78 6 6.1 +1.2
CAML Congress Large Cap Growth ETF 3.7 66 18 3.4 -1.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 3.7 35 49 6.1 +1.2
KLMN Invesco MSCI North America Climate ETF 3.6 9 75 5.3 +0.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 3.6 30 54 7.0 +2.1
EBLU Ecofin Global Water ESG Fund 3.6 40 44 4.4 -0.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 3.6 15 69 5.1 +0.2
DGRW WisdomTree US Quality Dividend Growth Fund 3.6 28 56 5.7 +0.9
OGIG ALPS O'Shares Global Internet Giants ETF 3.6 48 36 1.9 -3.0
QUS SPDR MSCI USA StrategicFactors ETF 3.6 15 69 5.8 +1.0
USSE Segall Bryant & Hamill Select Equity ETF 3.6 65 19 4.4 -0.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.6 20 64 7.8 +2.9
QVML Invesco S&P 500 QVM Multi-factor ETF 3.6 11 73 5.4 +0.5
EMOT First Trust S&P 500 Economic Moat ETF 3.6 60 24 6.5 +1.7
MOTO SmartETFs Smart Transportation & Technology ETF 3.6 68 16 7.8 +2.9
RSP Invesco S&P 500 Equal Weight ETF 3.6 20 64 6.3 +1.5
RSPU Invesco S&P 500 Equal Weight Utilities ETF 3.5 40 44 5.6 +0.7
IYJ iShares U.S. Industrials ETF 3.5 40 44 4.8 -0.1
STXG Strive 1000 Growth ETF 3.5 18 66 4.2 -0.6
FDLO Fidelity Low Volatility Factor ETF 3.5 15 69 5.4 +0.5
LIVR Intelligent Livermore ETF 3.5 69 15 8.2 +3.3
JPEF JPMorgan Equity Focus ETF 3.5 50 34 4.5 -0.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3.5 9 75 5.6 +0.7
JOET Virtus Terranova US Quality Momentum ETF 3.5 29 55 5.0 +0.1
VFMV Vanguard U.S. Minimum Volatility ETF 3.5 13 71 5.5 +0.6
TRFM AAM Transformers ETF 3.5 49 35 1.9 -3.0
GVUS Marketbeta Russell 1000 Value Equity ETF 3.5 12 72 6.5 +1.7
IVE iShares S&P 500 Value ETF 3.4 18 66 6.2 +1.4
VOOV Vanguard S&P 500 Value ETF 3.4 10 74 6.3 +1.5
SPYV SPDR Portfolio S&P 500 Value ETF 3.4 4 80 6.4 +1.5
COWZ Pacer US Cash Cows 100 ETF 3.4 49 35 9.5 +4.6
AIRR First Trust RBA American Industrial Renaissance ETF 3.4 70 14 6.1 +1.3
FDTX Fidelity Disruptive Technology ETF 3.4 50 34 3.0 -1.8
HDUS Hartford Disciplined US Equity ETF 3.4 19 65 5.9 +1.0
USCA Xtrackers MSCI USA Climate Action Equity ETF 3.4 7 77 5.2 +0.4
IWD iShares Russell 1000 Value ETF 3.4 19 65 6.5 +1.6
PUI Invesco Dorsey Wright Utilities Momentum ETF 3.4 60 24 5.4 +0.6
VONV Vanguard Russell 1000 Value ETF 3.4 8 76 6.6 +1.8
XVV iShares ESG Screened S&P 500 ETF 3.4 8 76 5.1 +0.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 3.4 49 35 4.7 -0.2
FELV Fidelity Enhanced Large Cap Value ETF 3.4 18 66 6.8 +2.0
RWL Invesco S&P 500 Revenue ETF 3.4 39 45 7.0 +2.2
HLGE Hartford Longevity Economy ETF 3.4 44 40 5.5 +0.7
SRHQ SRH U.S. Quality ETF 3.4 35 49 7.6 +2.7
HELX Franklin Genomic Advancements ETF 3.4 50 34 0.1 -4.8
BELT iShares Long-Term U.S. Equity Active ETF 3.4 75 9 3.5 -1.3
FTEC Fidelity MSCI Information Technology Index ETF 3.4 8 76 4.7 -0.2
USCL iShares Climate Conscious & Transition MSCI USA ETF 3.4 8 76 5.3 +0.4
AMID Argent Mid Cap ETF Argent Mid Cap ETF 3.4 52 32 6.9 +2.0
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 3.3 55 29 5.2 +0.3
SCHG Schwab U.S. Large-Cap Growth ETF 3.3 4 80 4.4 -0.5
IMCG iShares Morningstar Mid-Cap Growth ETF 3.3 6 78 4.1 -0.7
BIBL Inspire 100 ETF 3.3 35 49 4.7 -0.2
HAPI Harbor Human Capital Factor US Large Cap ETF 3.3 36 48 5.1 +0.3
PNQI Invesco NASDAQ Internet ETF 3.3 60 24 3.8 -1.0
FSST Fidelity Sustainable U.S. Equity ETF 3.3 59 25 4.4 -0.5
IUSV iShares Core S&P US Value ETF 3.3 4 80 6.5 +1.6
RNSC Furst Trust Small Cap US Equity Select ETF 3.3 60 24 6.7 +1.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 3.3 20 64 5.3 +0.5
QTOP iShares Nasdaq Top 30 Stocks ETF 3.3 20 64 4.8 -0.1
QUAL iShares MSCI USA Quality Factor ETF 3.3 15 69 5.3 +0.5
CGDG Capital Group Dividend Growers ETF 3.3 47 37 6.3 +1.5
GGUS Marketbeta Russell 1000 Growth Equity ETF 3.3 12 72 4.8 -0.0
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.3 29 55 4.8 -0.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.3 9 75 6.1 +1.3
QLC FlexShares US Quality Large Cap Index Fund 3.3 25 59 5.9 +1.0
SPXE ProShares S&P 500 Ex-Energy ETF 3.2 9 75 4.7 -0.1
AFMC First Trust Active Factor Mid Cap ETF 3.2 65 19 8.2 +3.4
IXN iShares Global Tech ETF 3.2 41 43 4.5 -0.3
MVAL VanEck Morningstar Wide Moat Value ETF 3.2 49 35 6.8 +1.9
PTF Invesco Dorsey Wright Technology Momentum ETF 3.2 60 24 -0.2 -5.0
PEXL Pacer US Export Leaders ETF 3.2 60 24 5.4 +0.6
VTV Vanguard Value ETF 3.2 4 80 6.9 +2.1
RNMC First Trust Mid Cap US Equity Select ETF 3.2 60 24 7.0 +2.1
LRGF iShares U.S. Equity Factor ETF 3.2 8 76 5.8 +1.0
VGT Vanguard Information Technology ETF 3.2 10 74 4.7 -0.2
WOMN Impact Shares YWCA Women's Empowerment ETF 3.2 75 9 5.2 +0.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 3.2 10 74 5.3 +0.4
CGGO Capital Group Global Growth Equity ETF 3.2 47 37 5.0 +0.2
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 3.2 20 64 5.0 +0.2
GQQQ Astoria US Quality Growth Kings ETF 3.2 35 49 5.6 +0.8
NULV Nuveen ESG Large-Cap Value ETF 3.2 26 58 6.2 +1.3
ESGV Vanguard ESG U.S. Stock ETF 3.2 9 75 5.0 +0.2
APUE ActivePassive U.S. Equity ETF 3.2 45 39 4.9 +0.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 3.2 9 75 5.0 +0.1
RPG Invesco S&P 500 Pure Growth ETF 3.1 35 49 3.6 -1.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.1 45 39 4.9 +0.1
IYG iShares US Financial Services ETF 3.1 40 44 6.2 +1.3
CATH Global X S&P 500 Catholic Values Custom ETF 3.1 29 55 5.1 +0.3
ILCG iShares Morningstar Growth ETF 3.1 4 80 4.1 -0.7
ROUS Hartford Multifactor US Equity ETF 3.1 19 65 7.2 +2.4
JHML John Hancock Multifactor Large Cap ETF 3.1 29 55 5.6 +0.8
SUSA iShares MSCI USA ESG Select ETF 3.1 25 59 5.0 +0.1
FSCS First Trust SMID Capital Strength ETF 3.1 60 24 6.4 +1.5
SUSL iShares ESG MSCI USA Leaders ETF 3.1 10 74 5.3 +0.5
VOTE TCW Transform 500 ETF 3.1 5 79 5.2 +0.4
IWL iShares Russell Top 200 ETF 3.1 15 69 5.1 +0.2
IVV iShares Core S&P 500 ETF 3.1 3 81 5.3 +0.4
VOO Vanguard S&P 500 ETF 3.1 3 81 5.3 +0.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.1 25 59 6.0 +1.2
ISHP First Trust Nasdaq Retail ETF 3.1 60 24 5.5 +0.7
GRNY Fundstrat Granny Shots US Large Cap ETF 3.1 75 9 3.7 -1.1
SPLG SPDR Portfolio S&P 500 ETF 3.1 2 82 5.3 +0.5
SPY SPDR S&P 500 ETF Trust 3.1 9 75 5.2 +0.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 3.1 7 77 5.2 +0.3
ONEV SPDR Russell 1000 Low Volatility Focus ETF 3.1 20 64 7.4 +2.5
VV Vanguard Large-Cap ETF 3.1 4 80 5.2 +0.4
BKLC BNY Mellon US Large Cap Core Equity ETF 3.1 0 84 5.3 +0.4
SPXT ProShares S&P 500 Ex-Technology ETF 3.1 9 75 5.6 +0.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 3.1 75 9 3.7 -1.1
PBUS Invesco MSCI USA ETF 3.1 4 80 5.2 +0.4
VUG Vanguard Growth ETF 3.1 4 80 4.3 -0.5
OCFS Otter Creek Focus Strategy ETF 3.1 85 -1 4.6 -0.2
STRV Strive 500 ETF 3.1 5 79 5.2 +0.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 3.1 2 82 5.3 +0.4
SPMO Invesco S&P 500 Momentum ETF 3.1 13 71 4.2 -0.7
EUSA iShares MSCI USA Equal Weighted ETF 3.0 9 75 6.0 +1.1
SPXN ProShares S&P 500 Ex-Financials ETF 3.0 9 75 5.0 +0.2
GLRY Inspire Faithward Mid Cap Momentum ETF 3.0 80 4 6.6 +1.8
DFUV Dimensional US Marketwide Value ETF 3.0 22 62 8.1 +3.2
VOLT Tema Electrification ETF 3.0 75 9 3.3 -1.6
ILCB iShares Morningstar U.S. Equity ETF 3.0 3 81 5.2 +0.4
AGNG Global X Aging Population ETF 3.0 50 34 4.2 -0.7
SNPE Xtrackers S&P 500 ESG ETF 3.0 10 74 5.4 +0.5
AFLG First Trust Active Factor Large Cap ETF 3.0 55 29 6.2 +1.3
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 3.0 65 19 4.0 -0.8
DGRO iShares Core Dividend Growth ETF 3.0 8 76 6.6 +1.8
SCHX Schwab U.S. Large-Cap ETF 2.9 3 81 5.3 +0.5
DIVS SmartETFs Dividend Builder ETF 2.9 65 19 4.9 +0.1
MGC Vanguard Mega Cap ETF 2.9 7 77 5.1 +0.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.9 11 73 5.2 +0.4
SCHK Schwab 1000 Index ETF 2.9 5 79 5.3 +0.5
QQMG Invesco ESG NASDAQ 100 ETF 2.9 20 64 4.6 -0.2
IWB iShares Russell 1000 ETF 2.9 15 69 5.2 +0.3
RTH VanEck Retail ETF 2.9 35 49 5.3 +0.5
ROE Astoria US Quality Kings ETF 2.9 49 35 7.0 +2.1
VONE Vanguard Russell 1000 ETF 2.9 8 76 5.3 +0.4
IYY iShares Dow Jones U.S. ETF 2.9 20 64 5.1 +0.3
BLCV iShares Large Cap Value Active ETF 2.9 53 31 7.6 +2.8
SCHV Schwab U.S. Large-Cap Value ETF 2.9 4 80 6.8 +2.0
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.9 3 81 5.5 +0.6
RVRB Reverb ETF 2.9 30 54 3.7 -1.1
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.9 35 49 5.7 +0.9
SMCF Themes US Small Cap Cash Flow Champions ETF 2.9 29 55 11.8 +6.9
SIZE iShares MSCI USA Size Factor ETF 2.9 15 69 5.8 +0.9
FITE SPDR S&P Kensho Future Security ETF 2.9 45 39 2.8 -2.0
GINN Goldman Sachs Innovate Equity ETF 2.9 52 32 4.4 -0.5
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.9 60 24 4.0 -0.8
ILCV iShares Morningstar Value ETF 2.8 4 80 6.7 +1.8
DFUS Dimensional U.S. Equity ETF 2.8 9 75 5.3 +0.5
OCEN IQ Clean Oceans ETF 2.8 45 39 5.7 +0.9
SCHB Schwab U.S. Broad Market ETF 2.8 3 81 5.3 +0.5
INRO iShares U.S. Industry Rotation Active ETF 2.8 42 42 4.1 -0.7
IWV iShares Russell 3000 ETF 2.8 20 64 5.0 +0.2
JHDV John Hancock U.S. High Dividend ETF 2.8 34 50 6.3 +1.5
FLRG Fidelity U.S. Multifactor ETF 2.8 15 69 7.1 +2.3
VTHR Vanguard Russell 3000 ETF 2.8 10 74 5.2 +0.3
PTL Inspire 500 ETF 2.8 9 75 5.4 +0.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.8 3 81 5.2 +0.3
EGUS iShares ESG Aware MSCI USA Growth ETF 2.8 18 66 4.5 -0.4
VTI Vanguard Total Stock Market ETF 2.8 3 81 5.2 +0.3
CGGR Capital Group Growth ETF 2.8 39 45 3.7 -1.2
IVRA Invesco Real Assets ESG ETF 2.8 59 25 3.5 -1.3
TDIV First Trust NASDAQ Technology Dividend Index Fund 2.8 50 34 6.5 +1.6
IVW iShares S&P 500 Growth ETF 2.8 18 66 4.5 -0.3
VOOG Vanguard S&P 500 Growth ETF 2.8 10 74 4.6 -0.2
SPYG SPDR Portfolio S&P 500 Growth ETF 2.7 4 80 4.7 -0.2
ONEO SPDR Russell 1000 Momentum Focus ETF 2.7 20 64 6.8 +1.9
AOTG AOT Growth and Innovation ETF 2.7 75 9 2.4 -2.5
DRUP GraniteShares Nasdaq Select Disruptors ETF 2.7 60 24 4.5 -0.4
BFOR ALPS Barron's 400 ETF 2.7 65 19 6.2 +1.4
SIXA ETC 6 Meridian Mega Cap Equity ETF 2.7 80 4 6.9 +2.0
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.7 49 35 2.2 -2.7
HAIL SPDR S&P Kensho Smart Mobility ETF 2.7 45 39 2.0 -2.9
RAFE PIMCO RAFI ESG U.S. ETF 2.7 29 55 7.3 +2.5
ESGU iShares ESG Aware MSCI USA ETF 2.7 15 69 5.1 +0.3
FVD First Trust Value Line Dividend Index Fund 2.7 65 19 6.1 +1.2
DSI iShares MSCI KLD 400 Social ETF 2.7 25 59 5.2 +0.3
DUHP Dimensional US High Profitability ETF 2.7 21 63 6.6 +1.7
IUSG iShares Core S&P U.S. Growth ETF 2.6 4 80 4.7 -0.2
EVUS iShares ESG Aware MSCI USA Value ETF 2.6 18 66 6.0 +1.1
ACWV iShares MSCI Global Min Vol Factor ETF 2.6 20 64 5.9 +1.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.6 64 20 2.4 -2.4
JVAL JPMorgan U.S. Value Factor ETF 2.6 12 72 8.5 +3.7
ARKF ARK Fintech Innovation ETF 2.6 75 9 -0.3 -5.1
VOE Vanguard Mid-Cap Value ETF 2.6 7 77 7.2 +2.4
IXG iShares Global Financials ETF 2.6 42 42 7.2 +2.4
EPS WisdomTree U.S. LargeCap Fund 2.6 8 76 6.1 +1.3
CGUS Capital Group Core Equity ETF 2.6 33 51 4.6 -0.2
EQIN Columbia US Equity Income ETF 2.6 35 49 6.8 +2.0
MGK Vanguard Mega Cap Growth ETF 2.5 7 77 4.5 -0.4
IUS Invesco RAFI Strategic US ETF 2.5 19 65 7.1 +2.2
ESGG FlexShares STOXX Global ESG Select Index Fund 2.5 42 42 5.4 +0.6
GK AdvisorShares Gerber Kawasaki ETF 2.5 75 9 2.9 -1.9
DFAU Dimensional US Core Equity Market ETF 2.5 12 72 5.5 +0.7
DFVX Dimensional US Large Cap Vector ETF 2.5 22 62 6.6 +1.7
SFY SoFi Select 500 ETF 2.5 0 84 4.8 -0.0
KLMT Invesco MSCI Global Climate 500 ETF 2.5 10 74 6.1 +1.2
DFLV Dimensional US Large Cap Value ETF 2.5 22 62 8.2 +3.3
IWF iShares Russell 1000 Growth ETF 2.5 19 65 4.8 -0.1
VONG Vanguard Russell 1000 Growth ETF 2.5 8 76 4.9 +0.0
LRND IQ U.S. Large Cap R&D Leaders ETF 2.5 14 70 6.7 +1.9
FDWM Fidelity Women's Leadership ETF 2.5 59 25 3.2 -1.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.4 18 66 7.2 +2.4
TPHD Timothy Plan High Dividend Stock ETF 2.4 52 32 6.9 +2.0
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 2.4 60 24 5.3 +0.5
DFSU Dimensional US Sustainability Core 1 ETF 2.4 18 66 5.8 +1.0
TPHE Timothy Plan High Dividend Stock Enhanced ETF 2.4 54 30 6.9 +2.0
QQQ Invesco QQQ Trust Series I 2.4 20 64 4.6 -0.3
SKYY First Trust Cloud Computing ETF 2.4 60 24 3.3 -1.6
DLN WisdomTree U.S. LargeCap Dividend Fund 2.4 28 56 5.9 +1.1
TMFC Motley Fool 100 Index ETF 2.4 50 34 4.1 -0.7
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.4 25 59 5.9 +1.0
VFMF Vanguard U.S. Multifactor ETF 2.4 18 66 8.5 +3.6
FIDU Fidelity MSCI Industrial Index ETF 2.3 8 76 4.9 +0.0
XLU Utilities Select Sector SPDR Fund 2.3 8 76 5.3 +0.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.3 60 24 4.7 -0.2
SSPY Syntax Stratified LargeCap ETF 2.3 30 54 6.6 +1.7
JHMM John Hancock Multifactor Mid Cap ETF 2.3 42 42 6.5 +1.6
SHUS Syntax Stratified U.S. Total Market Hedged ETF 2.3 65 19 5.4 +0.5
QQQM Invesco NASDAQ 100 ETF 2.3 15 69 4.6 -0.2
KOKU Xtrackers MSCI Kokusai Equity ETF 2.3 9 75 5.5 +0.6
RBLD First Trust Alerian US NextGen Infrastructure ETF 2.3 65 19 5.9 +1.1
OEF iShares S&P 100 ETF 2.3 20 64 5.1 +0.2
TOK iShares MSCI Kokusai ETF 2.3 26 58 5.2 +0.3
NACP Impact Shares NAACP Minority Empowerment ETF 2.3 49 35 4.9 +0.1
BKWO BNY Mellon Women's Opportunities ETF 2.3 50 34 4.0 -0.9
LSAF LeaderShares AlphaFactor US Core Equity ETF 2.3 75 9 7.6 +2.8
VIS Vanguard Industrials ETF 2.3 10 74 4.9 +0.1
AIQ Global X Artificial Intelligence & Technology ETF 2.3 68 16 4.7 -0.2
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.3 75 9 3.5 -1.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 2.3 15 69 6.4 +1.6
VFQY Vanguard U.S. Quality Factor ETF 2.2 13 71 6.6 +1.8
IWR iShares Russell Midcap ETF 2.2 19 65 5.8 +0.9
FEX First Trust Large Cap Core AlphaDEX Fund 2.2 59 25 6.5 +1.6
QDEF FlexShares Quality Dividend Defensive Index Fund 2.2 37 47 5.9 +1.1
FUTY Fidelity MSCI Utilities Index ETF 2.2 8 76 5.5 +0.6
DTD WisdomTree U.S. Total Dividend Fund 2.2 28 56 6.2 +1.4
IWY iShares Russell Top 200 Growth ETF 2.2 20 64 4.9 +0.1
QGRO American Century U.S. Quality Growth ETF 2.2 29 55 3.8 -1.0
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 2.2 40 44 6.2 +1.4
XSW SPDR S&P Software & Services ETF 2.2 35 49 2.0 -2.8
URTH iShares MSCI World ETF 2.2 24 60 5.5 +0.6
XLG Invesco S&P 500 Top 50 ETF 2.2 20 64 5.1 +0.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.1 12 72 5.1 +0.3
IQM Franklin Intelligent Machines ETF 2.1 50 34 2.6 -2.2
IMCB iShares Morningstar Mid-Cap ETF 2.1 4 80 6.0 +1.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.1 20 64 6.0 +1.2
VPU Vanguard Utilities ETF 2.1 10 74 5.5 +0.6
FLV American Century Focused Large Cap Value ETF 2.1 42 42 6.7 +1.8
FELC Fidelity Enhanced Large Cap Core ETF 2.1 18 66 5.6 +0.8
SAGP Strategas Global Policy Opportunities ETF 2.1 65 19 5.3 +0.4
SPXV ProShares S&P 500 Ex-Health Care ETF 2.1 9 75 4.4 -0.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 2.1 19 65 6.5 +1.7
RDVY First Trust Rising Dividend Achievers ETF 2.1 50 34 7.8 +3.0
PAWZ ProShares Pet Care ETF 2.1 50 34 3.9 -1.0
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.0 39 45 3.8 -1.1
DCOR Dimensional US Core Equity 1 ETF 2.0 14 70 5.8 +1.0
KOMP SPDR S&P Kensho New Economies Composite ETF 2.0 20 64 3.7 -1.1
IDU iShares U.S. Utilities ETF 2.0 40 44 4.9 0.0
XLI Industrial Select Sector SPDR Fund 2.0 8 76 4.8 -0.1
MBOX Freedom Day Dividend ETF 2.0 39 45 7.4 +2.6
QWLD SPDR MSCI World StrategicFactors ETF 2.0 30 54 5.9 +1.1
FXL First Trust Technology AlphaDEX Fund 2.0 61 23 5.8 +0.9
PRF Invesco FTSE RAFI US 1000 ETF 2.0 39 45 7.0 +2.1
DFAC Dimensional U.S. Core Equity 2 ETF 2.0 17 67 6.0 +1.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 2.0 35 49 4.5 -0.3
TMAT Main Thematic Innovation ETF 2.0 164 -80 -1.5 -6.3
FFOG Franklin Focused Growth ETF 2.0 61 23 2.8 -2.1
BGRO iShares Large Cap Growth Active ETF 2.0 55 29 3.3 -1.6
QVAL Alpha Architect US Quantitative Value ETF 2.0 39 45 10.3 +5.4
RPV Invesco S&P 500 Pure Value ETF 2.0 35 49 10.7 +5.9
JSTC Adasina Social Justice All Cap Global ETF 1.9 89 -5 4.5 -0.4
ACWI iShares MSCI ACWI ETF 1.9 32 52 6.0 +1.1
TMDV ProShares Russell US Dividend Growers ETF 1.9 35 49 4.6 -0.2
FELG Fidelity Enhanced Large Cap Growth ETF 1.9 18 66 5.2 +0.4
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.9 75 9 5.1 +0.2
IYK iShares U.S. Consumer Staples ETF 1.9 40 44 5.9 +1.0
JAVA JPMorgan Active Value ETF 1.9 44 40 6.3 +1.5
GSPY Gotham Enhanced 500 ETF 1.9 50 34 5.5 +0.6
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.9 40 44 7.0 +2.2
SNPG Xtrackers S&P 500 Growth ESG ETF 1.9 15 69 4.5 -0.3
RECS Columbia Research Enhanced Core ETF 1.9 15 69 6.2 +1.3
QDF FlexShares Quality Dividend Index Fund 1.9 37 47 6.2 +1.3
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 1.9 58 26 4.3 -0.5
FUNL CornerCap Fundametrics Large-Cap ETF 1.9 50 34 7.3 +2.5
SDY SPDR S&P Dividend ETF 1.8 35 49 6.2 +1.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.8 15 69 5.9 +1.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.8 29 55 6.4 +1.6
VFMO Vanguard U.S. Momentum Factor ETF 1.8 13 71 3.4 -1.5
ULVM VictoryShares US Value Momentum ETF 1.8 20 64 7.2 +2.4
FNDX Schwab Fundamental US Large Co. Index ETF 1.8 25 59 7.4 +2.5
WTV WisdomTree US Value Fund of Benef Interest 1.8 12 72 9.5 +4.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.8 9 75 6.1 +1.2
METV Roundhill Ball Metaverse ETF 1.8 59 25 8.2 +3.4
PY Principal Value ETF 1.8 15 69 7.1 +2.3
ITA iShares U.S. Aerospace & Defense ETF 1.8 40 44 2.2 -2.7
WCEO Hypatia Women CEO ETF 1.8 85 -1 -1.3 -6.2
VLU SPDR S&P 1500 Value Tilt ETF 1.8 12 72 7.2 +2.3
NANC Unusual Whales Subversive Democratic Trading ETF 1.8 75 9 4.2 -0.7
XMVM Invesco S&P MidCap Value with Momentum ETF 1.8 39 45 9.7 +4.9
RGEF Rockefeller Global Equity ETF 1.8 55 29 5.2 +0.4
WFH Direxion Work From Home ETF 1.8 45 39 4.8 -0.1
FNDB Schwab Fundamental US Broad Market Index ETF 1.8 25 59 7.3 +2.4
VT Vanguard Total World Stock ETF 1.8 7 77 6.3 +1.4
EQAL Invesco Russell 1000 Equal Weight ETF 1.7 20 64 6.6 +1.7
BOUT Innovator IBD Breakout Opportunities ETF 1.7 81 3 4.8 -0.1
AVSU Avantis Responsible U.S. Equity ETF 1.7 15 69 6.4 +1.6
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.7 12 72 4.5 -0.4
CGDV Capital Group Dividend Value ETF 1.7 33 51 4.9 +0.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.7 15 69 10.0 +5.1
NUMV Nuveen ESG Mid-Cap Value ETF 1.7 31 53 6.4 +1.5
WCLD WisdomTree Cloud Computing Fund 1.7 45 39 1.6 -3.3
RND First Trust Bloomberg R&D Leaders ETF 1.7 60 24 3.0 -1.9
NUMG Nuveen ESG Mid-Cap Growth ETF 1.6 31 53 2.6 -2.3
GLOF iShares Global Equity Factor ETF 1.6 20 64 6.8 +2.0
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.6 35 49 6.9 +2.0
FCPI Fidelity Stocks for Inflation ETF 1.6 15 69 7.8 +2.9
JXI iShares Global Utilities ETF 1.6 43 41 6.0 +1.1
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.6 61 23 1.4 -3.5
AVUS Avantis U.S. Equity ETF 1.6 15 69 6.3 +1.5
XMHQ Invesco S&P MidCap Quality ETF 1.6 25 59 7.1 +2.3
PWV Invesco Large Cap Value ETF 1.6 55 29 7.6 +2.8
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.6 46 38 10.4 +5.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.6 14 70 5.2 +0.4
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.5 50 34 8.3 +3.5
IFRA iShares U.S. Infrastructure ETF 1.5 30 54 6.8 +2.0
MEDI Harbor Health Care ETF 1.5 80 4 -1.6 -6.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.5 24 60 7.6 +2.7
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.5 49 35 12.7 +7.8
LST Leuthold Select Industries ETF 1.5 91 -7 6.1 +1.2
OPTZ Optimize Strategy Index ETF 1.5 50 34 5.3 +0.5
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 1.5 46 38 4.9 +0.0
IOO iShares Global 100 ETF 1.5 41 43 5.4 +0.5
VFLO VictoryShares Free Cash Flow ETF 1.5 39 45 10.7 +5.9
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.5 56 28 6.3 +1.4
STXV Strive 1000 Value ETF 1.5 18 66 7.5 +2.6
VSDA VictoryShares Dividend Accelerator ETF 1.5 35 49 7.0 +2.2
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 1.5 65 19 -3.8 -8.7
ARKX ARK Space Exploration & Innovation ETF 1.5 75 9 -0.3 -5.2
FSMD Fidelity Small-Mid Multifactor ETF 1.5 15 69 7.0 +2.2
DIVL Madison Dividend Value ETF 1.4 65 19 5.4 +0.6
VYM Vanguard High Dividend Yield Index ETF 1.4 6 78 7.3 +2.4
SPVM Invesco S&P 500 Value with Momentum ETF 1.4 39 45 8.5 +3.7
STCE Schwab Crypto Thematic ETF 1.4 30 54 1.8 -3.1
IWS iShares Russell Mid-Cap Value ETF 1.4 23 61 6.5 +1.7
GRPM Invesco S&P MidCap 400 GARP ETF 1.4 35 49 9.6 +4.7
NULC Nuveen ESG Large-Cap ETF 1.4 21 63 5.0 +0.2
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.4 12 72 8.1 +3.3
DSTL Distillate US Fundamental Stability & Value ETF 1.3 39 45 8.3 +3.5
JSML Janus Henderson Small Cap Growth Alpha ETF 1.3 30 54 8.6 +3.8
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.3 75 9 3.5 -1.4
WDNA WisdomTree BioRevolution Fund 1.3 45 39 0.0 -4.9
ONEQ Fidelity Nasdaq Composite Index ETF 1.3 21 63 4.3 -0.6
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.3 48 36 8.3 +3.5
KOCG FIS Knights of Columbus Global Belief ETF 1.3 75 9 5.4 +0.5
GURU Global X Guru Index ETF 1.3 75 9 4.2 -0.7
BLES Inspire Global Hope ETF 1.3 61 23 6.8 +2.0
CIBR First Trust NASDAQ Cybersecurity ETF 1.3 60 24 4.2 -0.7
FFND Future Fund Active ETF 1.2 100 -16 4.7 -0.2
FNDA Schwab Fundamental US Small Co. Index ETF 1.2 25 59 6.6 +1.7
EZM WisdomTree U.S. MidCap Fund 1.2 38 46 9.3 +4.5
KRUZ Unusual Whales Subversive Republican Trading ETF 1.2 75 9 6.0 +1.2
WRND IQ Global Equity R&D Leaders ETF 1.2 18 66 7.9 +3.0
VBR Vanguard Small Cap Value ETF 1.2 7 77 8.5 +3.6
XMLV Invesco S&P MidCap Low Volatility ETF 1.2 25 59 6.0 +1.2
QUVU Hartford Quality Value ETF 1.2 46 38 7.0 +2.1
FLDZ RiverNorth Patriot ETF 1.2 75 9 5.9 +1.1
SCHM Schwab U.S. Mid-Cap ETF 1.2 4 80 6.7 +1.8
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.2 60 24 7.1 +2.2
FVAL Fidelity Value Factor ETF 1.2 15 69 7.3 +2.5
DGT SPDR Global Dow ETF 1.1 50 34 7.5 +2.6
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.1 25 59 9.9 +5.0
SFYX SoFi Next 500 ETF 1.1 0 84 3.6 -1.3
FNX First Trust Mid Cap Core AlphaDEX Fund 1.1 60 24 8.2 +3.3
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.1 60 24 8.5 +3.6
VFVA Vanguard U.S. Value Factor ETF 1.1 13 71 11.7 +6.8
EXI iShares Global Industrials ETF 1.1 42 42 4.9 +0.0
BUL Pacer US Cash Cows Growth ETF 1.1 60 24 6.7 +1.9
DIVG Invesco S&P 500 High Dividend Growers ETF 1.1 39 45 5.3 +0.4
ISCV iShares Morningstar Small Cap Value ETF 1.1 6 78 8.4 +3.5
DFAS Dimensional U.S. Small Cap ETF 1.1 26 58 6.9 +2.1
SURE AdvisorShares Insiders Advantage ETF 1.1 90 -6 10.0 +5.1
DON WisdomTree U.S. MidCap Dividend Fund 1.1 38 46 8.3 +3.5
ETHO Etho Climate Leadership U.S. ETF 1.1 47 37 5.5 +0.7
TAX Cambria Tax Aware ETF 1.1 49 35 5.4 +0.5
FTXR First Trust Nasdaq Transportation ETF 1.1 60 24 10.4 +5.5
KNCT Invesco Next Gen Connectivity ETF 1.0 40 44 5.1 +0.2
SPVU Invesco S&P 500 Enhanced Value ETF 1.0 13 71 10.5 +5.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.0 7 77 6.2 +1.4
SMDV ProShares Russell 2000 Dividend Growers ETF 1.0 40 44 7.0 +2.2
NATO Themes Transatlantic Defense ETF 1.0 35 49 3.2 -1.7
FDM First Trust Dow Jones Select MicroCap Index Fund 1.0 60 24 8.4 +3.6
FFTY Innovator IBD 50 ETF 1.0 80 4 -2.5 -7.4
REVS Columbia Research Enhanced Value ETF 1.0 19 65 7.6 +2.8
VAMO Cambria Value & Momentum ETF 1.0 61 23 6.8 +2.0
SMLF iShares U.S. SmallCap Equity Factor ETF 1.0 15 69 6.0 +1.1
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 1.0 5 79 7.1 +2.3
FNK First Trust Mid Cap Value AlphaDEX Fund 0.9 70 14 12.3 +7.4
FXU First Trust Utilities AlphaDEX Fund 0.9 64 20 5.1 +0.3
FDLS Inspire Fidelis Multi Factor ETF 0.9 76 8 5.8 +0.9
IWO iShares Russell 2000 Growth ETF 0.9 24 60 1.5 -3.4
IMCV iShares Morningstar Mid-Cap Value ETF 0.9 6 78 7.9 +3.0
VTWG Vanguard Russell 2000 Growth ETF 0.9 15 69 1.5 -3.3
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.9 80 4 6.0 +1.2
ISCB iShares Morningstar Small-Cap ETF 0.9 4 80 5.6 +0.8
AFSM First Trust Active Factor Small Cap ETF 0.9 75 9 7.0 +2.2
TPSC Timothy Plan US Small Cap Core ETF 0.9 52 32 7.2 +2.4
SCHA Schwab U.S. Small-Cap ETF 0.9 4 80 5.3 +0.5
AVUV Avantis U.S. Small Cap Value ETF 0.8 25 59 10.8 +5.9
SVAL iShares US Small Cap Value Factor ETF 0.8 20 64 11.0 +6.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.8 35 49 4.7 -0.2
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.8 42 42 5.5 +0.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.8 30 54 5.0 +0.2
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.8 39 45 5.4 +0.6
CVAR Cultivar ETF 0.8 87 -3 6.1 +1.3
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.8 38 46 10.1 +5.3
DSMC Distillate Small/Mid Cash Flow ETF 0.8 55 29 13.5 +8.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.8 25 59 7.8 +2.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.8 4 80 6.1 +1.3
JHSC John Hancock Multifactor Small Cap ETF 0.8 42 42 6.9 +2.0
RWK Invesco S&P MidCap 400 Revenue ETF 0.8 39 45 10.2 +5.3
STXM Strive Mid-Cap ETF 0.8 18 66 3.6 -1.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.8 65 19 3.5 -1.4
HWAY Themes US Infrastructure ETF 0.8 29 55 4.3 -0.5
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.8 20 64 5.3 +0.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.8 24 60 7.6 +2.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.8 15 69 7.3 +2.4
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.8 35 49 5.8 +0.9
SMOT VanEck Morningstar SMID Moat ETF 0.7 49 35 7.1 +2.2
WLDR Affinity World Leaders Equity ETF 0.7 67 17 8.3 +3.5
SMMD iShares Russell 2500 ETF 0.7 15 69 6.2 +1.4
DIVB iShares Core Dividend ETF 0.7 5 79 7.7 +2.8
PAVE Global X U.S. Infrastructure Development ETF 0.7 47 37 6.3 +1.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.7 70 14 2.8 -2.1
QLV FlexShares US Quality Low Volatility Index Fund 0.7 22 62 5.8 +0.9
GVLU Gotham 1000 Value ETF 0.7 50 34 9.1 +4.2
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.7 45 39 3.5 -1.4
MDY SPDR S&P Midcap 400 ETF Trust 0.7 24 60 7.2 +2.3
IJH iShares Core S&P Mid-Cap ETF 0.7 5 79 7.4 +2.5
VB Vanguard Small-Cap ETF 0.7 5 79 5.7 +0.9
IJJ iShares S&P Mid-Cap 400 Value ETF 0.7 18 66 8.6 +3.8
IJK iShares S&P Mid-Cap 400 Growth ETF 0.7 17 67 6.0 +1.2
MDYV SPDR S&P 400 Mid Cap Value ETF 0.7 15 69 8.7 +3.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.7 15 69 8.7 +3.8
FBCG Fidelity Blue Chip Growth ETF 0.7 59 25 3.4 -1.5
BKSE BNY Mellon US Small Cap Core Equity ETF 0.7 4 80 5.9 +1.1
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.7 3 81 7.4 +2.5
IVOO Vanguard S&P Mid-Cap 400 ETF 0.7 10 74 7.3 +2.5
ISCG iShares Morningstar Small-Cap Growth ETF 0.7 6 78 2.7 -2.1
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.7 15 69 6.0 +1.2
LCF Touchstone US Large Cap Focused ETF 0.7 69 15 4.6 -0.2
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.6 15 69 6.0 +1.1
FXO First Trust Financials AlphaDEX Fund 0.6 62 22 8.1 +3.3
VXF Vanguard Extended Market ETF 0.6 6 78 4.5 -0.3
STXK Strive Small-Cap ETF 0.6 18 66 5.5 +0.6
ISMD Inspire Small/Mid Cap ETF 0.6 54 30 4.7 -0.2
PSC Principal U.S. Small-Cap ETF 0.6 38 46 6.9 +2.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.6 20 64 5.5 +0.7
DFAT Dimensional U.S. Targeted Value ETF 0.6 28 56 10.0 +5.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.6 60 24 6.3 +1.5
CZA Invesco Zacks Mid-Cap ETF 0.6 72 12 5.9 +1.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.6 39 45 4.0 -0.8
NUDV Nuveen ESG Dividend ETF 0.5 26 58 6.7 +1.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.5 29 55 7.4 +2.6
FMDE Fidelity Enhanced Mid Cap ETF 0.5 23 61 5.8 +1.0
IEDI iShares U.S. Consumer Focused ETF 0.5 18 66 5.3 +0.5
IWM iShares Russell 2000 ETF 0.5 19 65 3.6 -1.2
VTWO Vanguard Russell 2000 ETF 0.5 10 74 3.8 -1.1
SIXL ETC 6 Meridian Low Beta Equity ETF 0.5 80 4 5.7 +0.9
RSSL Global X Russell 2000 ETF 0.5 8 76 3.6 -1.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.5 15 69 5.8 +1.0
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.4 17 67 5.7 +0.8
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.4 47 37 5.7 +0.8
ROSC Hartford Multifactor Small Cap ETF 0.4 34 50 9.0 +4.1
FBCV Fidelity Blue Chip Value ETF 0.4 59 25 7.5 +2.7
RAYD Rayliant Quantitative Developed Market Equity ETF 0.4 80 4 4.7 -0.1
FAB First Trust Multi Cap Value AlphaDEX Fund 0.4 67 17 10.1 +5.2
ECLN First Trust EIP Carbon Impact ETF 0.4 96 -12 4.0 -0.8
HDV iShares Core High Dividend ETF 0.4 8 76 6.7 +1.9
AIEQ AI Powered Equity ETF 0.4 75 9 4.1 -0.7
ARTY iShares Future AI & Tech ETF 0.4 47 37 4.1 -0.8
EES WisdomTree U.S. SmallCap Fund 0.4 38 46 9.1 +4.3
FMAT Fidelity MSCI Materials Index ETF 0.3 8 76 6.5 +1.6
VAW Vanguard Materials ETF 0.3 10 74 6.4 +1.6
ONEY SPDR Russell 1000 Yield Focus ETF 0.3 20 64 9.1 +4.2
DES WisdomTree U.S. SmallCap Dividend Fund 0.3 38 46 8.7 +3.8
ITAN Sparkline Intangible Value ETF 0.3 50 34 6.5 +1.7
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.3 60 24 2.1 -2.8
IYC iShares U.S. Consumer Discretionary ETF 0.3 40 44 4.1 -0.8
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.3 45 39 0.0 -4.9
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.3 95 -11 0.7 -4.1
PKW Invesco Buyback Achievers ETF 0.2 62 22 8.0 +3.1
NUSC Nuveen ESG Small-Cap ETF 0.2 31 53 5.3 +0.4
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 69 8.1 +3.3
FTA First Trust Large Cap Value AlphaDEX Fund 0.2 59 25 9.4 +4.6
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.2 9 75 4.0 -0.9
XJH iShares ESG Screened S&P Mid-Cap ETF 0.2 12 72 7.0 +2.2
IGE iShares North American Natural Resources ETF 0.2 41 43 7.7 +2.8
BUYZ Franklin Disruptive Commerce ETF 0.2 50 34 2.6 -2.3
IWC iShares Micro-Cap ETF 0.1 60 24 -1.1 -5.9
CCMG CCM Global Equity ETF 0.1 34 50 8.5 +3.7
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.1 60 24 6.4 +1.6
IWN iShares Russell 2000 Value ETF 0.1 24 60 5.8 +0.9
VTWV Vanguard Russell 2000 Value ETF 0.1 15 69 5.9 +1.1
AVSC Avantis U.S Small Cap Equity ETF 0.1 25 59 6.6 +1.7
DFSV Dimensional US Small Cap Value ETF 0.1 31 53 10.9 +6.1
EMLP First Trust North American Energy Infrastructure Fund 0.1 95 -11 5.1 +0.3
FESM Fidelity Enhanced Small Cap ETF 0.0 28 56 3.8 -1.0

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

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 AdvisorShares Focused Equity ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

UNDERWEIGHT
Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 22.4 %
Divided by: Fwd. P/BV 3.9 x
Less: Expense ratio 84 bp
Equals: ALTAR Score 4.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.57 CATEGORY
AVERAGE		 1.58
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.