WisdomTree U.S. High Dividend Fund
ALTAR
Score™
8.1% info Recommen-
dation
SPECULATIVE
2024E    2025E
P/E
ratio
13.5x P/Sales
ratio
1.7x
P/BV
ratio
1.9x Div.
yield
4.3%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
WisdomTree Equity Income Fund seeks investment results that correspond to the performance of the WisdomTree Equity Income Index. The Fund invests in the highest yielding stocks of the WisdomTree Dividend Index.

FUND BASICS
Category US Equities
Fund Sponsor WisdomTree ETFs/USA
Website www.wisdomtree.com
Inception date Jun 16, 2006
Assets (mns) $1,124
Currency USD
Expense ratio 38 bp
Distributions Monthly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian Bank of New York Mellon
Weighting Dividend
Index replication Optimized
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 377
Wgt avg mkt cap (mns) $109,231
Large cap (>$10bn) 77.3%
Mid cap ($2-10bn) 15.4%
Small cap (<$2bn) 6.6%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
EXXON MOBIL CORP 6.7 %
ABBVIE INC 5.6 %
CHEVRON CORP 5.1 %
ALTRIA GROUP INC 4.7 %
INTL BUSINESS MACHINES CORP 4.1 %
PHILIP MORRIS INTERNATIONAL 3.9 %
MORGAN STANLEY 2.9 %
CITIGROUP INC 2.3 %
UNITED PARCEL SERVICE-CL B 1.8 %
BRISTOL-MYERS SQUIBB CO 1.7 %
Total 38.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 99.4 %
PUERTO RICO 0.2 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
4.9% 11.8% 7.4% 7.5% 6.9%

Market Correlations
versus... Beta R-squared
S&P500 0.67 56%
MSCI EAFE 0.72 62%
MSCI Emg. Mkts. 0.50 30%

Technical Indicators
Recent close $90.32
30d moving avg. $85.91
Annualized volatility 16.0%
Short interest (ETF) 0.1%
Short interest (Underlying) 1.8%
Relative strength (RSI) 49

Liquidity measures
Avg. volume (thou.) 24
Turnover 0.2%
Bid/Ask (% of price) 0.04%
ADV underlying (mns) $49,500

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 956 potential alternatives to the WisdomTree U.S. High Dividend Fund ETF based on the alternatives' overlap in portfolio holdings with DHS. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: DHS Expense: 38 bp ALTAR Score™: 8.1%


ALTERNATIVE ETFs BASED ON OVERLAP WITH DHS
Ticker Fund
Name
Overlap1
vs DHS
(%)
Expense
ratio
(bp)
Savings
vs DHS
(bp)
ALTAR
Score™
(%)
ALTAR
vs DHS
(%)
FDL First Trust Morningstar Dividend Leaders Index Fund 51.8 45 -7 9.2 +1.1
HDV iShares Core High Dividend ETF 41.5 8 30 8.1 +0.0
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 40.1 35 3 8.1 +0.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 40.1 38 0 8.1 +0.0
DEW WisdomTree Global High Dividend Fund 38.7 58 -20 8.7 +0.6
SPYD SPDR Portfolio S&P 500 High Dividend ETF 38.6 7 31 8.8 +0.7
DURA VanEck Durable High Dividend ETF 38.3 29 9 7.1 -1.0
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 35.0 30 8 8.5 +0.4
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 31.6 27 11 7.5 -0.6
DVY iShares Select Dividend ETF 30.2 38 0 8.6 +0.5
SDOG ALPS Sector Dividend Dogs ETF 30.2 36 2 9.3 +1.2
ONEY SPDR Russell 1000 Yield Focus ETF 29.3 20 18 9.9 +1.8
SCHD Schwab US Dividend Equity ETF 27.0 6 32 9.3 +1.2
DIVB iShares Core Dividend ETF 26.9 5 33 7.8 -0.3
STXV Strive 1000 Value ETF 26.6 18 20 7.7 -0.4
DTD WisdomTree U.S. Total Dividend Fund 26.3 28 10 6.3 -1.8
RDIV Invesco S&P Ultra Dividend Revenue ETF 26.0 39 -1 8.6 +0.6
MDLV Morgan Dempsey Large Cap Value ETF 25.8 58 -20 8.2 +0.1
PEY Invesco High Yield Equity Dividend Achievers ETF 24.8 52 -14 9.4 +1.3
DLN WisdomTree U.S. LargeCap Dividend Fund 24.6 28 10 6.1 -2.0
IMCV iShares Morningstar Mid-Cap Value ETF 24.3 6 32 8.1 -0.0
VYM Vanguard High Dividend Yield Index ETF 24.0 6 32 7.1 -1.0
DGRO iShares Core Dividend Growth ETF 23.7 8 30 6.5 -1.6
SPVU Invesco S&P 500 Enhanced Value ETF 22.9 13 25 9.4 +1.3
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 22.1 50 -12 7.7 -0.4
PWV Invesco Large Cap Value ETF 22.0 55 -17 8.0 -0.1
FAB First Trust Multi Cap Value AlphaDEX Fund 21.9 67 -29 9.2 +1.1
FDVV Fidelity High Dividend ETF 21.7 15 23 9.0 +0.9
NUDV Nuveen ESG Dividend ETF 21.5 26 12 7.3 -0.8
SIXA ETC 6 Meridian Mega Cap Equity ETF 21.4 80 -42 6.0 -2.1
FTA First Trust Large Cap Value AlphaDEX Fund 21.4 59 -21 8.4 +0.3
ICAP InfraCap Equity Income Fund ETF 20.5 171 -133 6.5 -1.6
VOE Vanguard Mid-Cap Value ETF 20.3 7 31 7.3 -0.8
DIVZ TrueShares Low Volatility Equity Income ETF 20.0 65 -27 8.4 +0.4
JHDV John Hancock U.S. High Dividend ETF 19.8 34 4 6.4 -1.7
VTV Vanguard Value ETF 19.8 4 34 6.8 -1.3
SPDV AAM S&P 500 High Dividend Value ETF 19.5 29 9 10.1 +2.0
PRF Invesco FTSE RAFI US 1000 ETF 19.3 39 -1 7.1 -1.0
VLU SPDR S&P 1500 Value Tilt ETF 19.1 12 26 7.1 -1.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 19.1 18 20 7.4 -0.7
IUSV iShares Core S&P US Value ETF 18.9 4 34 6.7 -1.4
JAVA JPMorgan Active Value ETF 18.8 44 -6 6.1 -2.0
VOOV Vanguard S&P 500 Value ETF 18.8 10 28 6.6 -1.5
IVE iShares S&P 500 Value ETF 18.8 18 20 6.5 -1.6
SPYV SPDR Portfolio S&P 500 Value ETF 18.7 4 34 6.7 -1.4
GCOW Pacer Global Cash Cows Dividend ETF 18.6 60 -22 12.1 +4.1
SCHV Schwab U.S. Large-Cap Value ETF 18.6 4 34 6.6 -1.5
VONV Vanguard Russell 1000 Value ETF 18.1 8 30 6.6 -1.5
EVUS iShares ESG Aware MSCI USA Value ETF 18.1 18 20 6.6 -1.5
DIVL Madison Dividend Value ETF 17.9 65 -27 5.7 -2.4
IGE iShares North American Natural Resources ETF 17.8 41 -3 6.9 -1.2
IWS iShares Russell Mid-Cap Value ETF 17.7 23 15 6.5 -1.6
MGV Vanguard Mega Cap Value ETF 17.7 7 31 6.6 -1.5
VLUE iShares MSCI USA Value Factor ETF 17.6 15 23 10.6 +2.5
VDE Vanguard Energy ETF 17.6 10 28 7.0 -1.1
FENY Fidelity MSCI Energy Index ETF 17.6 8 30 7.1 -1.0
IWD iShares Russell 1000 Value ETF 17.6 19 19 6.5 -1.6
VFVA Vanguard U.S. Value Factor ETF 17.5 13 25 10.3 +2.2
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 17.5 56 -18 6.2 -1.9
FLDZ RiverNorth Patriot ETF 17.5 75 -37 5.6 -2.5
AUSF Global X Adaptive U.S. Factor ETF 17.4 27 11 8.7 +0.6
DFLV Dimensional US Large Cap Value ETF 17.4 22 16 7.8 -0.3
EQWL Invesco S&P 100 Equal Weight ETF 17.3 25 13 6.7 -1.4
IYE iShares U.S. Energy ETF 16.8 40 -2 6.9 -1.2
JVAL JPMorgan U.S. Value Factor ETF 16.8 12 26 8.2 +0.2
INEQ Columbia International Equity Income ETF 16.7 45 -7 6.4 -1.7
REVS Columbia Research Enhanced Value ETF 16.7 19 19 7.6 -0.5
SDY SPDR S&P Dividend ETF 16.6 35 3 6.1 -2.0
ISCV iShares Morningstar Small Cap Value ETF 16.5 6 32 7.6 -0.5
FTXN First Trust Nasdaq Oil & Gas ETF 16.5 60 -22 8.0 -0.1
EQAL Invesco Russell 1000 Equal Weight ETF 16.2 20 18 5.8 -2.3
WBIY WBI Power Factor High Dividend ETF 16.2 100 -62 10.5 +2.4
DIVY Sound Equity Dividend Income ETF 16.1 45 -7 10.6 +2.6
FNDX Schwab Fundamental US Large Co. Index ETF 16.1 25 13 7.1 -1.0
IWX iShares Russell Top 200 Value ETF 16.1 20 18 6.4 -1.7
FNDB Schwab Fundamental US Broad Market Index ETF 16.1 25 13 7.0 -1.1
FDRR Fidelity Dividend ETF for Rising Rates 15.8 15 23 7.7 -0.4
BGIG Bahl & Gaynor Income Growth ETF 15.7 45 -7 5.2 -2.9
FEX First Trust Large Cap Core AlphaDEX Fund 15.7 59 -21 6.0 -2.1
ILCV iShares Morningstar Value ETF 15.6 4 34 6.4 -1.7
SNPV Xtrackers S&P 500 Value ESG ETF 15.6 15 23 6.6 -1.5
QDEF FlexShares Quality Dividend Defensive Index Fund 15.6 37 1 4.3 -3.8
IXC iShares Global Energy ETF 15.5 44 -6 9.1 +1.0
XLE Energy Select Sector SPDR Fund 15.5 9 29 7.5 -0.6
DIV Global X SuperDividend US ETF 15.5 45 -7 7.8 -0.3
NULV Nuveen ESG Large-Cap Value ETF 15.5 26 12 6.9 -1.2
RSP Invesco S&P 500 Equal Weight ETF 15.4 20 18 6.2 -1.9
DFUV Dimensional US Marketwide Value ETF 15.4 22 16 7.6 -0.5
FVD First Trust Value Line Dividend Index Fund 15.4 65 -27 6.2 -1.9
ONEV SPDR Russell 1000 Low Volatility Focus ETF 15.4 20 18 7.9 -0.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 15.3 24 14 7.7 -0.4
IMCB iShares Morningstar Mid-Cap ETF 15.0 4 34 6.2 -1.9
PFM Invesco Dividend Achievers ETF 14.9 53 -15 5.5 -2.6
MAGA Point Bridge America First ETF 14.8 72 -34 6.4 -1.7
SSPY Syntax Stratified LargeCap ETF 14.8 30 8 6.6 -1.5
IWR iShares Russell Midcap ETF 14.8 19 19 5.6 -2.5
FUTY Fidelity MSCI Utilities Index ETF 14.6 8 30 6.0 -2.1
VPU Vanguard Utilities ETF 14.6 10 28 6.0 -2.1
FUNL CornerCap Fundametrics Large-Cap ETF 14.6 50 -12 7.0 -1.1
PY Principal Value ETF 14.5 15 23 7.4 -0.7
DON WisdomTree U.S. MidCap Dividend Fund 14.3 38 0 8.3 +0.2
DRLL Strive U.S. Energy ETF 14.3 41 -3 8.0 -0.1
QDF FlexShares Quality Dividend Index Fund 14.2 37 1 4.5 -3.6
VSDA VictoryShares Dividend Accelerator ETF 14.2 35 3 6.7 -1.4
IFRA iShares U.S. Infrastructure ETF 14.2 30 8 6.4 -1.7
AIVL WisdomTree U.S. AI Enhanced Value Fund 14.1 38 0 6.7 -1.4
IYF iShares U.S. Financials ETF 14.1 40 -2 6.0 -2.1
FILL iShares MSCI Global Energy Producers ETF 14.1 39 -1 10.0 +1.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 13.9 9 29 6.1 -2.0
VBR Vanguard Small Cap Value ETF 13.9 7 31 7.8 -0.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 13.8 25 13 5.4 -2.7
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 13.8 49 -11 10.7 +2.6
EIPI FT Energy Income Partners Enhanced Income ETF 13.8 110 -72 5.8 -2.3
RBLD First Trust Alerian US NextGen Infrastructure ETF 13.7 65 -27 5.1 -3.0
VO Vanguard Mid-Cap ETF 13.7 4 34 5.9 -2.2
RPV Invesco S&P 500 Pure Value ETF 13.7 35 3 9.8 +1.8
SPLV Invesco S&P 500 Low Volatility ETF 13.6 25 13 5.4 -2.7
ALTL Pacer Lunt Large Cap Alternator ETF 13.6 60 -22 5.0 -3.1
SIZE iShares MSCI USA Size Factor ETF 13.5 15 23 6.0 -2.1
EUSA iShares MSCI USA Equal Weighted ETF 13.5 9 29 6.0 -2.1
FELV Fidelity Enhanced Large Cap Value ETF 13.4 18 20 6.5 -1.6
NANR SPDR S&P North American Natural Resources ETF 13.3 35 3 7.3 -0.8
RFDA RiverFront Dynamic US Dividend Advantage ETF 13.2 52 -14 5.6 -2.5
VFH Vanguard Financials ETF 13.2 10 28 6.3 -1.8
QDIV Global X S&P 500 Quality Dividend ETF 13.2 20 18 7.8 -0.3
IDU iShares U.S. Utilities ETF 13.2 40 -2 5.4 -2.7
SPVM Invesco S&P 500 Value with Momentum ETF 13.1 39 -1 8.4 +0.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 13.1 15 23 6.9 -1.2
WOMN Impact Shares YWCA Women's Empowerment ETF 13.0 75 -37 4.9 -3.2
DES WisdomTree U.S. SmallCap Dividend Fund 13.0 38 0 7.1 -1.0
IYG iShares US Financial Services ETF 13.0 40 -2 5.6 -2.5
EPS WisdomTree U.S. LargeCap Fund 13.0 8 30 6.2 -1.9
ROUS Hartford Multifactor US Equity ETF 12.9 19 19 6.9 -1.2
RWL Invesco S&P 500 Revenue ETF 12.8 39 -1 6.8 -1.3
RSPG Invesco S&P 500 Equal Weight Energy ETF 12.8 40 -2 8.0 -0.1
CFA VictoryShares US 500 Volatility Wtd ETF 12.7 35 3 5.9 -2.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 12.7 40 -2 5.9 -2.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 12.6 20 18 6.1 -2.0
FXU First Trust Utilities AlphaDEX Fund 12.4 64 -26 6.4 -1.7
IYK iShares U.S. Consumer Staples ETF 12.3 40 -2 6.6 -1.5
JXI iShares Global Utilities ETF 12.3 43 -5 6.3 -1.8
RSPU Invesco S&P 500 Equal Weight Utilities ETF 12.3 40 -2 6.1 -2.0
XLU Utilities Select Sector SPDR Fund 12.3 9 29 6.0 -2.1
PTL Inspire 500 ETF 12.3 9 29 5.8 -2.3
AFLG First Trust Active Factor Large Cap ETF 12.3 55 -17 6.2 -1.9
FNCL Fidelity MSCI Financials Index ETF 12.2 8 30 6.3 -1.8
HDUS Hartford Disciplined US Equity ETF 12.1 19 19 6.2 -1.9
FTWO Strive FAANG 2.0 ETF 12.0 49 -11 5.2 -2.9
TPHD Timothy Plan High Dividend Stock ETF 12.0 52 -14 6.3 -1.8
TPHE Timothy Plan High Dividend Stock Enhanced ETF 12.0 54 -16 6.3 -1.8
HAP VanEck Natural Resources ETF 12.0 50 -12 10.0 +1.9
DFAT Dimensional U.S. Targeted Value ETF 12.0 28 10 7.9 -0.2
SPXT ProShares S&P 500 Ex-Technology ETF 11.9 9 29 5.6 -2.5
RAFE PIMCO RAFI ESG U.S. ETF 11.9 29 9 7.2 -0.9
USMV iShares MSCI USA Min Vol Factor ETF 11.9 15 23 5.8 -2.3
VDC Vanguard Consumer Staples ETF 11.9 10 28 6.1 -2.0
FBCV Fidelity Blue Chip Value ETF 11.7 59 -21 7.3 -0.8
KBWB Invesco KBW Bank ETF 11.7 35 3 8.4 +0.3
NACP Impact Shares NAACP Minority Empowerment ETF 11.7 49 -11 5.2 -2.9
CRTC Xtrackers US National Critical Technologies ETF 11.6 35 3 5.4 -2.7
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 11.6 8 30 6.1 -2.0
XLP Consumer Staples Select Sector SPDR Fund 11.6 9 29 5.9 -2.2
FXO First Trust Financials AlphaDEX Fund 11.6 62 -24 8.2 +0.1
JHMM John Hancock Multifactor Mid Cap ETF 11.6 42 -4 6.5 -1.6
GII SPDR S&P Global Infrastructure ETF 11.6 40 -2 4.8 -3.3
IGF iShares Global Infrastructure ETF 11.6 41 -3 4.8 -3.3
AVLV Avantis U.S. Large Cap Value ETF 11.6 15 23 7.5 -0.6
FVAL Fidelity Value Factor ETF 11.4 15 23 7.3 -0.7
DFAS Dimensional U.S. Small Cap ETF 11.3 26 12 5.7 -2.4
IUS Invesco RAFI Strategic US ETF 11.3 19 19 7.2 -0.9
ULVM VictoryShares US Value Momentum ETF 11.2 20 18 7.5 -0.6
VTWV Vanguard Russell 2000 Value ETF 11.1 15 23 5.0 -3.1
TTAC FCF US Quality ETF 11.1 59 -21 6.3 -1.8
INCE Franklin Income Equity Focus ETF 11.0 29 9 5.7 -2.4
XLF Financial Select Sector SPDR Fund 11.0 9 29 5.9 -2.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 10.9 25 13 5.6 -2.5
EMLP First Trust North American Energy Infrastructure Fund 10.9 95 -57 5.3 -2.8
KBE SPDR S&P Bank ETF 10.9 35 3 9.2 +1.1
PUI Invesco Dorsey Wright Utilities Momentum ETF 10.9 60 -22 6.1 -2.0
RSPF Invesco S&P 500 Equal Weight Financials ETF 10.8 40 -2 6.8 -1.3
FLOW Global X U.S. Cash Flow Kings 100 ETF 10.8 25 13 11.3 +3.2
QLC FlexShares US Quality Large Cap Index Fund 10.7 25 13 5.6 -2.5
SIXL ETC 6 Meridian Low Beta Equity ETF 10.7 80 -42 4.6 -3.5
ISCB iShares Morningstar Small-Cap ETF 10.7 4 34 5.1 -3.0
FXN First Trust Energy AlphaDEX Fund 10.5 62 -24 1.1 -7.0
SHRY First Trust Bloomberg Shareholder Yield ETF 10.5 60 -22 7.0 -1.1
EZM WisdomTree U.S. MidCap Fund 10.4 38 0 7.8 -0.3
BKSE BNY Mellon US Small Cap Core Equity ETF 10.4 4 34 5.1 -3.0
DGRW WisdomTree US Quality Dividend Growth Fund 10.4 28 10 6.1 -2.0
SCHA Schwab U.S. Small-Cap ETF 10.4 4 34 4.5 -3.6
JHML John Hancock Multifactor Large Cap ETF 10.4 29 9 5.6 -2.5
FNDA Schwab Fundamental US Small Co. Index ETF 10.4 25 13 6.2 -1.9
FLV American Century Focused Large Cap Value ETF 10.3 42 -4 6.6 -1.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 10.3 29 9 6.1 -2.0
VFMV Vanguard U.S. Minimum Volatility ETF 10.3 13 25 5.1 -3.0
ONEO SPDR Russell 1000 Momentum Focus ETF 10.2 20 18 7.2 -0.9
DJD Invesco Dow Jones Industrial Average Dividend ETF 10.1 7 31 8.3 +0.2
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 10.1 45 -7 5.8 -2.3
NOBL ProShares S&P 500 Dividend Aristocrats ETF 10.1 35 3 6.0 -2.1
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 10.1 40 -2 7.5 -0.6
STXK Strive Small-Cap ETF 10.1 18 20 5.0 -3.1
IWN iShares Russell 2000 Value ETF 10.0 24 14 5.1 -3.0
KXI iShares Global Consumer Staples ETF 10.0 41 -3 5.5 -2.6
AVUS Avantis U.S. Equity ETF 10.0 15 23 5.9 -2.2
QUS SPDR MSCI USA StrategicFactors ETF 9.9 15 23 5.9 -2.2
ECLN First Trust EIP Carbon Impact ETF 9.9 96 -58 5.0 -3.1
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 9.9 47 -9 5.7 -2.4
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 9.8 46 -8 9.3 +1.2
SUSA iShares MSCI USA ESG Select ETF 9.8 25 13 5.3 -2.8
FFLC Fidelity Fundamental Large Cap Core ETF 9.8 38 0 5.1 -3.0
DEUS Xtrackers Russell US Multifactor ETF 9.8 17 21 7.1 -1.0
GDIV Harbor Dividend Growth Leaders ETF 9.8 50 -12 5.7 -2.4
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 9.8 69 -31 8.6 +0.5
VB Vanguard Small-Cap ETF 9.8 5 33 5.2 -2.9
DFSV Dimensional US Small Cap Value ETF 9.7 31 7 8.5 +0.4
HKND Humankind US Stock ETF 9.7 11 27 7.1 -1.0
CSA VictoryShares US Small Cap Volatility Wtd ETF 9.7 35 3 6.5 -1.6
VTWO Vanguard Russell 2000 ETF 9.7 10 28 3.3 -4.8
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 9.7 42 -4 6.4 -1.7
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 9.7 60 -22 7.3 -0.8
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 9.7 40 -2 7.5 -0.6
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 9.7 12 26 5.6 -2.5
VFLO VictoryShares Free Cash Flow ETF 9.7 39 -1 8.6 +0.5
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 9.7 15 23 9.9 +1.8
VTI Vanguard Total Stock Market ETF 9.6 3 35 5.1 -3.0
VTHR Vanguard Russell 3000 ETF 9.6 10 28 5.1 -3.0
VOO Vanguard S&P 500 ETF 9.6 3 35 5.4 -2.7
JEPI JPMorgan Equity Premium Income ETF 9.6 35 3 5.4 -2.7
NULC Nuveen ESG Large-Cap ETF 9.6 21 17 5.7 -2.4
DVND Touchstone Dividend Select ETF 9.6 67 -29 6.0 -2.1
RSSL Global X Russell 2000 ETF 9.6 8 30 3.0 -5.1
JQUA JPMorgan U.S. Quality Factor ETF 9.5 12 26 6.0 -2.1
IWM iShares Russell 2000 ETF 9.5 19 19 3.4 -4.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 9.5 19 19 6.5 -1.6
FSMD Fidelity Small-Mid Multifactor ETF 9.5 15 23 7.1 -1.0
VONE Vanguard Russell 1000 ETF 9.5 8 30 5.3 -2.8
LRGF iShares U.S. Equity Factor ETF 9.4 8 30 5.9 -2.2
DFAC Dimensional U.S. Core Equity 2 ETF 9.4 17 21 5.6 -2.5
VV Vanguard Large-Cap ETF 9.3 4 34 5.3 -2.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 9.3 17 21 5.2 -2.9
FTXH First Trust Nasdaq Pharmaceuticals ETF 9.3 60 -22 8.1 +0.0
NVIR Horizon Kinetics Energy and Remediation ETF 9.3 85 -47 1.8 -6.3
ESGU iShares ESG Aware MSCI USA ETF 9.3 15 23 5.3 -2.8
MOAT VanEck Morningstar Wide Moat ETF 9.3 46 -8 6.1 -2.0
CGDV Capital Group Dividend Value ETF 9.3 33 5 5.7 -2.4
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 9.3 35 3 6.3 -1.8
ACVF American Conservative Values ETF 9.2 75 -37 4.4 -3.7
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 9.2 3 35 5.4 -2.7
RECS Columbia Research Enhanced Core ETF 9.2 15 23 5.6 -2.5
VFMF Vanguard U.S. Multifactor ETF 9.2 18 20 8.5 +0.4
GVLU Gotham 1000 Value ETF 9.2 50 -12 7.6 -0.5
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 9.1 20 18 6.1 -2.0
QVML Invesco S&P 500 QVM Multi-factor ETF 9.0 11 27 5.0 -3.1
FNX First Trust Mid Cap Core AlphaDEX Fund 9.0 60 -22 6.9 -1.2
IWV iShares Russell 3000 ETF 9.0 20 18 5.0 -3.1
GNR SPDR S&P Global Natural Resources ETF 9.0 40 -2 9.8 +1.7
FMIL Fidelity New Millennium ETF 9.0 59 -21 4.6 -3.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 9.0 3 35 5.1 -3.0
NDIV Amplify Natural Resources Dividend Income ETF 9.0 59 -21 9.4 +1.3
USMF WisdomTree U.S. Multifactor Fund 8.9 28 10 7.6 -0.5
SCHB Schwab U.S. Broad Market ETF 8.9 3 35 5.2 -2.9
IVV iShares Core S&P 500 ETF 8.9 3 35 5.3 -2.8
SPY SPDR S&P 500 ETF Trust 8.9 9 29 5.2 -2.9
IJR iShares Core S&P Small Cap ETF 8.9 6 32 7.4 -0.7
FQAL Fidelity Quality Factor ETF 8.9 15 23 5.9 -2.2
SPLG SPDR Portfolio S&P 500 ETF 8.9 2 36 5.3 -2.8
SPSM SPDR Portfolio S&P 600 Small Cap ETF 8.8 3 35 7.4 -0.7
IYY iShares Dow Jones U.S. ETF 8.8 20 18 5.0 -3.1
IWB iShares Russell 1000 ETF 8.8 15 23 5.1 -3.0
VFQY Vanguard U.S. Quality Factor ETF 8.8 13 25 7.4 -0.7
ZIG Acquirers Fund 8.8 84 -46 13.7 +5.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 8.8 70 -32 4.8 -3.3
XLV Health Care Select Sector SPDR Fund 8.8 9 29 6.8 -1.3
FNK First Trust Mid Cap Value AlphaDEX Fund 8.7 70 -32 10.4 +2.3
COWZ Pacer US Cash Cows 100 ETF 8.7 49 -11 11.3 +3.2
TPSC Timothy Plan US Small Cap Core ETF 8.7 52 -14 6.8 -1.3
IYH iShares U.S. Healthcare ETF 8.7 40 -2 5.9 -2.2
PBUS Invesco MSCI USA ETF 8.7 4 34 5.2 -2.9
DFNV Donoghue Forlines Innovation ETF 8.6 69 -31 4.9 -3.2
SCHK Schwab 1000 Index ETF 8.6 5 33 5.3 -2.8
VALQ American Century U.S. Quality Value ETF 8.6 29 9 7.5 -0.6
ROE Astoria US Quality Kings ETF 8.6 49 -11 7.8 -0.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 8.6 65 -27 5.4 -2.7
XOP SPDR S&P Oil & Gas Exploration & Production ETF 8.6 35 3 9.5 +1.4
SCHX Schwab U.S. Large-Cap ETF 8.6 3 35 5.3 -2.8
ILCB iShares Morningstar U.S. Equity ETF 8.6 3 35 5.2 -2.9
DFAU Dimensional US Core Equity Market ETF 8.5 12 26 5.3 -2.8
AVUV Avantis U.S. Small Cap Value ETF 8.5 25 13 9.0 +0.9
VIOO Vanguard S&P Small-Cap 600 ETF 8.5 10 28 7.4 -0.7
STRV Strive 500 ETF 8.5 5 33 5.2 -2.9
SNPE Xtrackers S&P 500 ESG ETF 8.5 10 28 5.3 -2.8
SPXV ProShares S&P 500 Ex-Health Care ETF 8.4 9 29 5.0 -3.1
AVSC Avantis U.S Small Cap Equity ETF 8.4 25 13 4.6 -3.5
EES WisdomTree U.S. SmallCap Fund 8.4 38 0 9.2 +1.1
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 8.4 9 29 3.9 -4.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 8.4 32 6 5.0 -3.1
BKLC BNY Mellon US Large Cap Core Equity ETF 8.4 0 38 5.3 -2.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 8.4 11 27 5.2 -2.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 8.3 7 31 5.2 -2.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 8.3 20 18 5.1 -3.0
WTV WisdomTree US Value Fund of Benef Interest 8.3 12 26 9.3 +1.3
RNSC Furst Trust Small Cap US Equity Select ETF 8.3 60 -22 7.0 -1.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 8.3 2 36 5.2 -2.9
IVOO Vanguard S&P Mid-Cap 400 ETF 8.2 10 28 6.6 -1.5
SCHM Schwab U.S. Mid-Cap ETF 8.2 4 34 6.3 -1.8
USCL iShares Climate Conscious & Transition MSCI USA ETF 8.2 8 30 5.2 -2.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 8.2 15 23 7.6 -0.5
SMOT VanEck Morningstar SMID Moat ETF 8.2 49 -11 6.3 -1.8
VXF Vanguard Extended Market ETF 8.2 6 32 4.0 -4.1
GSPY Gotham Enhanced 500 ETF 8.2 50 -12 5.3 -2.8
HAPI Harbor Human Capital Factor US Large Cap ETF 8.2 36 2 4.8 -3.3
VUSE Vident U.S. Equity Strategy ETF 8.2 50 -12 3.5 -4.6
FDLO Fidelity Low Volatility Factor ETF 8.2 15 23 5.4 -2.7
DUHP Dimensional US High Profitability ETF 8.2 21 17 6.7 -1.4
FTXO First Trust Nasdaq Bank ETF 8.2 60 -22 9.1 +1.0
APUE ActivePassive U.S. Equity ETF 8.1 45 -7 4.9 -3.2
CATH Global X S&P 500 Catholic Values Custom ETF 8.1 29 9 5.1 -3.0
PXI Invesco Dorsey Wright Energy Momentum ETF 8.1 60 -22 7.3 -0.8
MDY SPDR S&P Midcap 400 ETF Trust 8.1 23 15 6.5 -1.6
IJH iShares Core S&P Mid-Cap ETF 8.1 5 33 6.6 -1.5
VIG Vanguard Dividend Appreciation ETF 8.1 6 32 5.7 -2.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 8.1 18 20 5.8 -2.3
VOTE TCW Transform 500 ETF 8.1 5 33 5.2 -2.9
CHGX AXS Change Finance ESG ETF 8.1 49 -11 5.1 -3.0
IJS iShares S&P Small-Cap 600 Value ETF 8.0 18 20 8.4 +0.3
PPH VanEck Pharmaceutical ETF 8.0 36 2 8.4 +0.3
SLYV SPDR S&P 600 Small Cap Value ETF 8.0 15 23 8.4 +0.3
QLV FlexShares US Quality Low Volatility Index Fund 8.0 22 16 4.0 -4.1
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 8.0 3 35 6.7 -1.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 8.0 15 23 7.7 -0.4
VHT Vanguard Health Care ETF 8.0 10 28 5.3 -2.8
RWJ Invesco S&P SmallCap 600 Revenue ETF 7.9 39 -1 8.9 +0.8
DFUS Dimensional U.S. Equity ETF 7.9 9 29 5.1 -3.0
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 7.9 35 3 5.8 -2.3
KRUZ Unusual Whales Subversive Republican Trading ETF 7.9 75 -37 5.7 -2.4
MGC Vanguard Mega Cap ETF 7.9 7 31 5.1 -3.0
KRMA Global X Conscious Companies ETF 7.9 43 -5 5.9 -2.2
FHLC Fidelity MSCI Health Care Index ETF 7.9 8 30 5.5 -2.6
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 7.9 15 23 6.7 -1.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 7.9 7 31 5.2 -2.9
IJJ iShares S&P Mid-Cap 400 Value ETF 7.9 18 20 7.6 -0.5
MDYV SPDR S&P 400 Mid Cap Value ETF 7.8 15 23 7.6 -0.5
EDOW First Trust Dow 30 Equal Weight ETF 7.8 50 -12 5.9 -2.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 7.8 15 23 6.9 -1.2
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 7.8 39 -1 8.5 +0.4
XJR iShares ESG Screened S&P Small-Cap ETF 7.8 12 26 7.1 -1.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 7.8 39 -1 4.3 -3.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 7.7 9 29 4.9 -3.2
SMLF iShares U.S. SmallCap Equity Factor ETF 7.7 15 23 5.4 -2.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 7.7 15 23 8.5 +0.4
OEF iShares S&P 100 ETF 7.6 20 18 5.0 -3.1
UDI USCF Dividend Income Fund 7.6 65 -27 7.4 -0.7
ITAN Sparkline Intangible Value ETF 7.6 50 -12 6.6 -1.5
FYX First Trust Small Cap Core AlphaDEX Fund 7.6 61 -23 5.8 -2.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 7.6 29 9 6.8 -1.3
GDVD R3 Global Dividend Growth ETF 7.6 88 -50 5.6 -2.5
TXS Texas Capital Texas Equity Index ETF 7.6 49 -11 5.3 -2.8
VSLU Applied Finance Valuation Large Cap ETF 7.6 49 -11 5.7 -2.4
BMVP Invesco Bloomberg MVP Multi-factor ETF 7.6 29 9 8.3 +0.2
RVRB Reverb ETF 7.5 30 8 5.0 -3.1
CVAR Cultivar ETF 7.5 87 -49 7.2 -0.9
SHE SPDR MSCI USA Gender Diversity ETF 7.5 20 18 5.0 -3.1
MEDX Horizon Kinetics Medical ETF 7.5 85 -47 -0.4 -8.5
DSI iShares MSCI KLD 400 Social ETF 7.5 25 13 5.3 -2.8
TOKE Cambria Cannabis ETF 7.4 42 -4 2.2 -5.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 7.4 9 29 5.7 -2.4
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 7.4 30 8 8.0 -0.1
EQUL IQ Engender Equality ETF 7.4 45 -7 6.8 -1.3
HLGE Hartford Longevity Economy ETF 7.3 44 -6 6.1 -2.0
DGT SPDR Global Dow ETF 7.3 50 -12 6.6 -1.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 7.3 7 31 5.6 -2.5
FMDE Fidelity Enhanced Mid Cap ETF 7.3 23 15 6.3 -1.8
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 7.2 20 18 5.0 -3.1
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 7.2 52 -14 5.4 -2.7
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 7.2 58 -20 5.3 -2.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 7.1 10 28 5.5 -2.6
SMDY Syntax Stratified MidCap ETF 7.1 35 3 5.6 -2.5
SPXN ProShares S&P 500 Ex-Financials ETF 7.1 9 29 5.3 -2.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 7.1 24 14 7.3 -0.8
SFYX SoFi Next 500 ETF 7.1 0 38 5.0 -3.1
ADME Aptus Drawdown Managed Equity ETF 7.0 79 -41 4.3 -3.8
WLDR Affinity World Leaders Equity ETF 7.0 67 -29 8.4 +0.3
PJP Invesco Pharmaceuticals ETF 6.9 57 -19 7.6 -0.5
KRE SPDR S&P Regional Banking ETF 6.9 35 3 9.4 +1.4
JGLO JPMorgan Global Select Equity ETF 6.8 33 5 4.5 -3.6
SYLD Cambria Shareholder Yield ETF 6.8 59 -21 11.2 +3.1
RWK Invesco S&P MidCap 400 Revenue ETF 6.8 39 -1 8.6 +0.6
OALC OneAscent Large Cap Core ETF 6.8 86 -48 4.6 -3.5
SMRI Bushido Capital US Equity ETF 6.8 71 -33 9.5 +1.4
ISMD Inspire Small/Mid Cap ETF 6.7 54 -16 5.6 -2.5
IWL iShares Russell Top 200 ETF 6.7 15 23 5.0 -3.1
SPXE ProShares S&P 500 Ex-Energy ETF 6.7 9 29 5.1 -3.0
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 6.7 15 23 6.0 -2.1
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 6.7 46 -8 5.4 -2.7
XJH iShares ESG Screened S&P Mid-Cap ETF 6.7 12 26 6.6 -1.5
FXG First Trust Consumer Staples AlphaDEX Fund 6.6 63 -25 6.7 -1.4
TOK iShares MSCI Kokusai ETF 6.6 26 12 5.2 -2.9
ACWV iShares MSCI Global Min Vol Factor ETF 6.5 20 18 6.2 -1.9
IXJ iShares Global Healthcare ETF 6.5 42 -4 5.8 -2.3
FLRG Fidelity U.S. Multifactor ETF 6.5 15 23 7.7 -0.4
FCPI Fidelity Stocks for Inflation ETF 6.5 15 23 8.6 +0.5
DIA SPDR Dow Jones Industrial Average ETF Trust 6.5 16 22 5.8 -2.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 6.4 14 24 5.2 -2.9
JCTR JPMorgan Carbon Transition U.S. Equity ETF 6.4 15 23 5.0 -3.1
CGUS Capital Group Core Equity ETF 6.4 33 5 4.6 -3.5
SSLY Syntax Stratified SmallCap ETF 6.4 40 -2 7.0 -1.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 6.4 15 23 6.9 -1.2
SFY SoFi Select 500 ETF 6.3 0 38 4.8 -3.3
IXG iShares Global Financials ETF 6.3 42 -4 6.6 -1.5
ESIX SPDR S&P SmallCap 600 ESG ETF 6.3 12 26 7.6 -0.5
JHSC John Hancock Multifactor Small Cap ETF 6.3 42 -4 6.8 -1.3
KOKU Xtrackers MSCI Kokusai Equity ETF 6.2 9 29 5.4 -2.7
URTH iShares MSCI World ETF 6.2 24 14 5.4 -2.7
QWLD SPDR MSCI World StrategicFactors ETF 6.2 30 8 5.9 -2.2
GDEF Goldman Sachs Defensive Equity ETF 6.2 55 -17 4.8 -3.3
YLDE ClearBridge Dividend Strategy ESG ETF 6.2 60 -22 5.3 -2.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 6.1 9 29 5.7 -2.4
ESGV Vanguard ESG U.S. Stock ETF 6.1 9 29 5.1 -3.0
WCEO Hypatia Women CEO ETF 6.1 85 -47 4.7 -3.4
FYT First Trust Small Cap Value AlphaDEX Fund 6.1 73 -35 9.9 +1.8
DFSU Dimensional US Sustainability Core 1 ETF 6.1 18 20 5.6 -2.5
SPGP Invesco S&P 500 GARP ETF 6.1 34 4 8.2 +0.1
XVV iShares ESG Screened S&P 500 ETF 6.0 8 30 5.1 -3.0
IAT iShares U.S. Regional Banks ETF 6.0 40 -2 9.4 +1.3
NUMV Nuveen ESG Mid-Cap Value ETF 6.0 31 7 7.0 -1.1
LCF Touchstone US Large Cap Focused ETF 5.9 69 -31 4.4 -3.7
FDIV MarketDesk Focused U.S. Dividend ETF 5.9 35 3 4.6 -3.5
VRAI Virtus Real Asset Income ETF 5.9 55 -17 8.3 +0.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 5.9 4 34 5.9 -2.2
ESGG FlexShares STOXX Global ESG Select Index Fund 5.9 42 -4 5.2 -2.9
FLQS Franklin U.S. Small Cap Multifactor Index ETF 5.8 35 3 6.8 -1.3
MBOX Freedom Day Dividend ETF 5.8 39 -1 7.7 -0.4
TDIV First Trust NASDAQ Technology Dividend Index Fund 5.7 50 -12 5.4 -2.7
RDVY First Trust Rising Dividend Achievers ETF 5.7 50 -12 9.4 +1.3
TMDV ProShares Russell US Dividend Growers ETF 5.7 35 3 6.5 -1.6
WDIV SPDR S&P Global Dividend ETF 5.7 40 -2 9.6 +1.5
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 5.7 60 -22 6.9 -1.2
IOO iShares Global 100 ETF 5.7 41 -3 4.9 -3.2
FLQL Franklin LibertyQ U.S. Equity ETF 5.7 15 23 5.9 -2.2
SUSL iShares ESG MSCI USA Leaders ETF 5.7 10 28 5.3 -2.8
FELC Fidelity Enhanced Large Cap Core ETF 5.6 18 20 5.6 -2.5
NUSC Nuveen ESG Small-Cap ETF 5.6 31 7 5.1 -3.0
MEDI Harbor Health Care ETF 5.6 80 -42 1.4 -6.7
ACWI iShares MSCI ACWI ETF 5.5 32 6 5.5 -2.6
USXF iShares ESG Advanced MSCI USA ETF 5.5 10 28 5.4 -2.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 5.5 25 13 7.5 -0.6
SAMT Strategas Macro Thematic Opportunities ETF 5.5 65 -27 4.7 -3.4
NETZ TCW Transform Systems ETF 5.5 75 -37 3.8 -4.3
USMC Principal U.S. Mega-Cap ETF 5.5 12 26 5.0 -3.1
LRND IQ U.S. Large Cap R&D Leaders ETF 5.5 14 24 6.0 -2.1
VT Vanguard Total World Stock ETF 5.5 7 31 5.8 -2.3
HLAL Wahed FTSE USA Shariah ETF 5.4 50 -12 4.9 -3.2
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 5.4 35 3 5.0 -3.1
KCE SPDR S&P Capital Markets ETF 5.4 35 3 6.6 -1.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 5.4 75 -37 4.3 -3.8
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 5.3 12 26 7.5 -0.6
NANC Unusual Whales Subversive Democratic Trading ETF 5.3 75 -37 3.9 -4.2
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 5.3 80 -42 6.2 -1.9
PABU iShares Paris-Aligned Climate MSCI USA ETF 5.3 10 28 4.6 -3.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 5.3 10 28 5.3 -2.8
UTES Virtus Reaves Utilities ETF 5.3 49 -11 5.2 -2.9
MOTG VanEck Morningstar Global Wide Moat ETF 5.2 52 -14 5.7 -2.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 5.2 49 -11 5.1 -3.0
MMTM SPDR S&P 1500 Momentum Tilt ETF 5.2 12 26 4.8 -3.3
ROSC Hartford Multifactor Small Cap ETF 5.2 34 4 8.5 +0.4
NZUS SPDR MSCI USA Climate Paris Aligned ETF 5.2 10 28 4.7 -3.4
SVAL iShares US Small Cap Value Factor ETF 5.1 20 18 10.1 +2.0
FTCS First Trust Capital Strength ETF 5.1 55 -17 5.6 -2.5
BFOR ALPS Barron's 400 ETF 5.1 65 -27 6.4 -1.7
SMMD iShares Russell 2500 ETF 5.0 15 23 5.8 -2.3
OUSA ALPS O'Shares U.S. Quality Dividend ETF 5.0 48 -10 6.1 -2.0
VEGN US Vegan Climate ETF 5.0 60 -22 4.8 -3.3
IQRA IQ CBRE Real Assets ETF 5.0 65 -27 5.5 -2.6
FDWM Fidelity Women's Leadership ETF 5.0 59 -21 5.0 -3.1
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 4.9 15 23 7.4 -0.7
RSPH Invesco S&P 500 Equal Weight Health Care ETF 4.9 40 -2 7.5 -0.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 4.9 25 13 5.7 -2.4
VNQ Vanguard Real Estate ETF 4.9 12 26 6.6 -1.5
FREL Fidelity MSCI Real Estate Index ETF 4.9 8 30 6.6 -1.5
PSCF Invesco S&P SmallCap Financials ETF 4.9 29 9 8.9 +0.8
SCHH Schwab U.S. REIT ETF 4.8 7 31 6.9 -1.2
AGNG Global X Aging Population ETF 4.8 50 -12 3.9 -4.2
BSVO EA Bridgeway Omni Small-Cap Value ETF 4.8 47 -9 8.7 +0.6
DFAR Dimensional US Real Estate ETF 4.8 19 19 6.7 -1.4
DFGR Dimensional Global Real Estate ETF 4.8 22 16 6.5 -1.6
DFNL Davis Select Financial ETF 4.8 63 -25 7.2 -0.9
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 4.7 55 -17 3.5 -4.6
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 4.6 60 -22 9.2 +1.1
XLG Invesco S&P 500 Top 50 ETF 4.6 20 18 4.7 -3.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 4.6 20 18 5.3 -2.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 4.5 45 -7 4.7 -3.4
FDMO Fidelity Momentum Factor ETF 4.5 15 23 4.3 -3.8
USRT iShares Core U.S. REIT ETF 4.5 8 30 6.8 -1.3
DSTL Distillate US Fundamental Stability & Value ETF 4.5 39 -1 7.6 -0.5
AVRE Avantis Real Estate ETF 4.5 17 21 6.1 -2.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 4.5 60 -22 5.4 -2.7
FRI First Trust S&P REIT Index Fund 4.5 50 -12 6.4 -1.7
MOTE VanEck Morningstar ESG Moat ETF 4.5 49 -11 5.3 -2.8
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 4.5 11 27 6.8 -1.3
BLES Inspire Global Hope ETF 4.5 61 -23 6.4 -1.7
IVRA Invesco Real Assets ESG ETF 4.4 59 -21 6.4 -1.7
IYR iShares U.S. Real Estate ETF 4.4 40 -2 6.5 -1.6
REET iShares Global REIT ETF 4.4 14 24 6.6 -1.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 4.4 12 26 4.8 -3.3
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 4.4 75 -37 7.1 -1.0
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 4.4 60 -22 8.4 +0.4
GDOC Goldman Sachs Future Health Care Equity ETF 4.3 75 -37 3.4 -4.7
TPYP Tortoise North American Pipeline Fund 4.3 40 -2 5.2 -2.9
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 4.3 48 -10 5.1 -3.0
DEMZ Democratic Large Cap Core ETF 4.3 45 -7 4.3 -3.8
AFMC First Trust Active Factor Mid Cap ETF 4.3 65 -27 7.2 -0.9
ETHO Etho Climate Leadership U.S. ETF 4.3 47 -9 3.5 -4.6
SMDV ProShares Russell 2000 Dividend Growers ETF 4.2 40 -2 6.4 -1.7
CZA Invesco Zacks Mid-Cap ETF 4.2 72 -34 6.4 -1.7
ERET iShares Environmentally Aware Real Estate ETF 4.2 30 8 6.7 -1.4
JMOM JPMorgan U.S. Momentum Factor ETF 4.2 12 26 4.9 -3.2
QVAL Alpha Architect US Quantitative Value ETF 4.1 39 -1 11.4 +3.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 4.1 64 -26 2.2 -5.9
PSC Principal U.S. Small-Cap ETF 4.1 38 0 6.1 -2.0
SKYY First Trust Cloud Computing ETF 4.1 60 -22 3.6 -4.5
SAGP Strategas Global Policy Opportunities ETF 4.1 65 -27 5.3 -2.8
XPND First Trust Expanded Technology ETF 4.0 65 -27 4.2 -3.9
BKWO BNY Mellon Women's Opportunities ETF 4.0 50 -12 4.1 -4.0
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 4.0 20 18 4.3 -3.8
STXD Strive 1000 Dividend Growth ETF 4.0 35 3 5.1 -3.0
LNGG Roundhill Alerian LNG ETF 4.0 65 -27 8.5 +0.4
XBI SPDR S&P BIOTECH ETF 4.0 35 3 -3.4 -11.5
SYNB Putnam BioRevolution ETF 3.9 70 -32 2.9 -5.2
SDEP SFP Core Equity Strategy 3.9 10 28 6.3 -1.8
GLOF iShares Global Equity Factor ETF 3.9 20 18 7.2 -0.9
RWO SPDR Dow Jones Global Real Estate ETF 3.9 50 -12 6.3 -1.8
CVY Invesco Zacks Multi-Asset Income ETF 3.9 106 -68 11.4 +3.3
RWR SPDR Dow Jones REIT ETF 3.9 25 13 6.5 -1.6
NBCC Neuberger Berman Next Generation Connected Consumer ETF 3.9 56 -18 1.3 -6.8
SPHB Invesco S&P 500 High Beta ETF 3.9 25 13 4.0 -4.1
SPMV Invesco S&P 500 Minimum Variance ETF 3.8 10 28 5.6 -2.5
IMCG iShares Morningstar Mid-Cap Growth ETF 3.8 6 32 4.4 -3.7
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 3.7 60 -22 5.5 -2.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.7 29 9 9.9 +1.8
FTC First Trust Large Cap Growth AlphaDEX Fund 3.7 59 -21 2.9 -5.2
TDV ProShares S&P Technology Dividend Aristocrats ETF 3.7 45 -7 5.5 -2.6
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 3.7 40 -2 6.6 -1.5
XLRE Real Estate Select Sector SPDR Fund 3.7 9 29 6.4 -1.7
ACSI American Customer Satisfaction ETF 3.7 65 -27 4.5 -3.6
PPTY US Diversified Real Estate ETF 3.7 53 -15 6.1 -2.0
GINN Goldman Sachs Innovate Equity ETF 3.6 52 -14 2.7 -5.4
QABA First Trust NASDAQ ABA Community Bank Index Fund 3.6 60 -22 7.8 -0.3
JOET Virtus Terranova US Quality Momentum ETF 3.6 29 9 5.2 -2.9
IBLC iShares Blockchain and Tech ETF 3.6 47 -9 -0.9 -9.0
FTDS First Trust Dividend Strength ETF 3.6 70 -32 8.8 +0.7
DYNF BlackRock U.S. Equity Factor Rotation ETF 3.5 30 8 4.8 -3.3
ICF iShares Cohen & Steers REIT ETF 3.5 33 5 6.2 -1.9
JSTC Adasina Social Justice All Cap Global ETF 3.5 89 -51 4.9 -3.2
YALL God Bless America ETF 3.5 65 -27 3.8 -4.3
FSST Fidelity Sustainable U.S. Equity ETF 3.5 59 -21 2.8 -5.3
FGD First Trust Dow Jones Global Select Dividend Index Fund 3.5 56 -18 13.6 +5.5
EQRR ProShares Equities for Rising Rates ETF 3.4 35 3 8.3 +0.2
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.4 58 -20 5.0 -3.1
EINC VanEck Energy Income ETF 3.3 48 -10 4.6 -3.5
SURE AdvisorShares Insiders Advantage ETF 3.3 90 -52 10.1 +2.0
GQRE FlexShares Global Quality Real Estate Index Fund 3.3 45 -7 6.5 -1.6
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.3 35 3 5.1 -3.0
VAMO Cambria Value & Momentum ETF 3.2 61 -23 9.1 +1.0
REAI Intelligent Real Estate ETF 3.2 59 -21 7.5 -0.6
RAYD Rayliant Quantitative Developed Market Equity ETF 3.2 80 -42 4.5 -3.6
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 3.2 40 -2 5.1 -3.0
HOMZ Hoya Capital Housing ETF 3.2 30 8 7.3 -0.8
IJT iShares S&P Small-Cap 600 Growth ETF 3.2 18 20 6.3 -1.8
VIOG Vanguard S&P Small-Cap 600 Growth ETF 3.2 15 23 6.4 -1.7
SLYG SPDR S&P 600 Small Cap Growth ETF 3.2 15 23 6.3 -1.8
USAI Pacer American Energy Independence ETF 3.2 75 -37 4.1 -4.0
VCLN Virtus Duff & Phelps Clean Energy ETF 3.2 59 -21 3.4 -4.7
ENFR Alerian Energy Infrastructure ETF 3.2 35 3 4.7 -3.4
AFSM First Trust Active Factor Small Cap ETF 3.2 75 -37 6.7 -1.4
UMI USCF Midstream Energy Income Fund ETF 3.1 85 -47 4.5 -3.6
XMLV Invesco S&P MidCap Low Volatility ETF 3.1 25 13 6.6 -1.5
KBWR Invesco KBW Regional Banking ETF 3.1 35 3 8.9 +0.8
WDNA WisdomTree BioRevolution Fund 3.1 45 -7 -3.7 -11.8
IPDP Dividend Performers ETF 3.1 122 -84 5.3 -2.8
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 3.1 60 -22 4.4 -3.7
ECML Euclidean Fundamental Value ETF 3.1 95 -57 12.9 +4.8
ZECP Zacks Earnings Consistent Portfolio ETF 3.1 55 -17 4.7 -3.4
MLPX Global X MLP & Energy Infrastructure ETF 3.1 45 -7 4.7 -3.4
MTUM iShares MSCI USA Momentum Factor ETF 3.0 15 23 4.0 -4.1
RZV Invesco S&P Smallcap 600 Pure Value ETF 3.0 35 3 9.7 +1.6
DIVS SmartETFs Dividend Builder ETF 3.0 65 -27 5.1 -3.0
BIBL Inspire 100 ETF 3.0 35 3 5.1 -3.0
WRND IQ Global Equity R&D Leaders ETF 2.9 18 20 7.1 -1.0
FXH First Trust Health Care AlphaDEX Fund 2.9 62 -24 6.8 -1.3
RSPT Invesco S&P 500 Equal Weight Technology ETF 2.9 40 -2 5.6 -2.5
FPRO Fidelity Real Estate Investment ETF 2.9 59 -21 5.4 -2.7
VIRS Pacer BioThreat Strategy ETF 2.9 70 -32 6.1 -2.0
AIQ Global X Artificial Intelligence & Technology ETF 2.9 68 -30 4.0 -4.1
XMVM Invesco S&P MidCap Value with Momentum ETF 2.8 39 -1 10.5 +2.4
BLOK Amplify Transformational Data Sharing ETF 2.8 75 -37 0.9 -7.2
DSMC Distillate Small/Mid Cash Flow ETF 2.8 55 -17 11.4 +3.3
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.8 65 -27 8.3 +0.2
FPAG FPA Global Equity ETF 2.8 49 -11 5.5 -2.6
XSVM Invesco S&P SmallCap Value with Momentum ETF 2.8 36 2 10.9 +2.8
DUSA Davis Select U.S. Equity ETF 2.8 61 -23 7.2 -0.8
CRED Columbia Research Enhanced Real Estate ETF 2.7 33 5 7.5 -0.6
PEXL Pacer US Export Leaders ETF 2.7 60 -22 5.3 -2.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.7 15 23 5.8 -2.3
IJK iShares S&P Mid-Cap 400 Growth ETF 2.7 17 21 5.8 -2.3
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.7 15 23 5.8 -2.3
XNTK SPDR NYSE Technology ETF 2.7 35 3 4.1 -4.0
IWO iShares Russell 2000 Growth ETF 2.7 24 14 1.4 -6.7
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.6 61 -23 2.7 -5.4
FPX First Trust US Equity Opportunities ETF 2.6 61 -23 1.7 -6.4
IEO iShares U.S. Oil & Gas Exploration & Production ETF 2.6 40 -2 9.6 +1.5
PSR Invesco Active U.S. Real Estate Fund 2.6 35 3 6.6 -1.5
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 2.6 30 8 11.4 +3.3
PRNT 3D Printing ETF 2.6 66 -28 -1.2 -9.3
VTWG Vanguard Russell 2000 Growth ETF 2.6 15 23 1.5 -6.6
RFV Invesco S&P Midcap 400 Pure Value ETF 2.5 35 3 8.5 +0.4
FMAT Fidelity MSCI Materials Index ETF 2.5 8 30 6.5 -1.6
IYJ iShares U.S. Industrials ETF 2.5 40 -2 4.9 -3.2
VAW Vanguard Materials ETF 2.5 10 28 6.4 -1.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.5 15 23 6.2 -1.9
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.5 40 -2 4.3 -3.8
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 2.5 38 0 5.4 -2.7
PXE Invesco Energy Exploration & Production ETF 2.5 60 -22 12.9 +4.8
XLK Technology Select Sector SPDR Fund 2.5 9 29 5.1 -3.0
PSET Principal Quality ETF 2.4 15 23 5.5 -2.6
KBWD Invesco KBW High Dividend Yield Financial ETF 2.4 384 -346 9.2 +1.1
HAPY Harbor Human Capital Factor Unconstrained ETF 2.4 50 -12 4.7 -3.4
IETC iShares U.S. Tech Independence Focused ETF 2.4 18 20 4.7 -3.4
FCG First Trust Natural Gas ETF 2.4 60 -22 11.4 +3.3
QUAL iShares MSCI USA Quality Factor ETF 2.4 15 23 5.3 -2.8
WFH Direxion Work From Home ETF 2.4 45 -7 6.5 -1.6
IHE iShares U.S. Pharmaceuticals ETF 2.4 40 -2 8.2 +0.1
XPH SPDR S&P Pharmaceuticals ETF 2.4 35 3 5.2 -2.9
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.4 40 -2 6.5 -1.6
ANEW ProShares MSCI Transformational Changes ETF 2.3 45 -7 3.6 -4.5
HART IQ Healthy Hearts ETF 2.3 45 -7 5.2 -2.9
IEDI iShares U.S. Consumer Focused ETF 2.3 18 20 5.2 -2.9
BOUT Innovator IBD Breakout Opportunities ETF 2.2 81 -43 2.9 -5.2
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.2 60 -22 10.3 +2.2
CAML Congress Large Cap Growth ETF 2.2 66 -28 3.3 -4.8
BTHM BlackRock Future U.S. Themes ETF 2.2 60 -22 4.3 -3.8
IYW iShares U.S. Technology ETF 2.2 40 -2 4.7 -3.4
ISCG iShares Morningstar Small-Cap Growth ETF 2.2 6 32 2.4 -5.7
SRHQ SRH U.S. Quality ETF 2.2 35 3 7.8 -0.3
IAK iShares U.S. Insurance ETF 2.2 40 -2 6.4 -1.7
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 2.2 75 -37 4.6 -3.5
FDIS Fidelity MSCI Consumer Discretionary Index ETF 2.2 8 30 5.0 -3.1
XSHQ Invesco S&P SmallCap Quality ETF 2.1 29 9 8.4 +0.3
VCR Vanguard Consumer Discretionary ETF 2.1 10 28 4.9 -3.2
FXD First Trust Consumer Discretionary AlphaDEX Fund 2.1 61 -23 4.9 -3.2
IWC iShares Micro-Cap ETF 2.1 60 -22 -3.6 -11.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 2.1 79 -41 5.9 -2.2
VGT Vanguard Information Technology ETF 2.1 10 28 4.7 -3.4
VIS Vanguard Industrials ETF 2.0 10 28 4.4 -3.7
FIDU Fidelity MSCI Industrial Index ETF 2.0 8 30 4.8 -3.3
RIET Hoya Capital High Dividend Yield ETF 2.0 50 -12 12.2 +4.1
IGM iShares Expanded Tech Sector ETF 2.0 41 -3 4.6 -3.5
JPRE JPMorgan Realty Income ETF 2.0 50 -12 5.7 -2.4
ROOF IQ CBRE NextGen Real Estate ETF 2.0 60 -22 7.0 -1.1
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 2.0 60 -22 8.0 -0.1
KOCG FIS Knights of Columbus Global Belief ETF 2.0 75 -37 5.4 -2.7
FSMO Fidelity Small-Mid Cap Opportunities ETF 2.0 60 -22 6.9 -1.2
XT iShares Exponential Technologies ETF 2.0 46 -8 4.7 -3.4
NXTG First Trust Indxx NextG ETF 2.0 70 -32 5.9 -2.2
FXZ First Trust Materials AlphaDEX Fund 2.0 61 -23 10.2 +2.1
FTXG First Trust Nasdaq Food & Beverage ETF 1.9 60 -22 6.7 -1.4
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 1.9 68 -30 4.2 -3.9
VONG Vanguard Russell 1000 Growth ETF 1.9 8 30 5.0 -3.1
REZ iShares Residential and Multisector Real Estate ETF 1.9 48 -10 5.7 -2.4
SNSR Global X Internet of Things ETF 1.9 68 -30 4.3 -3.8
ONEQ Fidelity Nasdaq Composite Index ETF 1.9 21 17 4.0 -4.1
VFMO Vanguard U.S. Momentum Factor ETF 1.9 13 25 2.3 -5.8
FELG Fidelity Enhanced Large Cap Growth ETF 1.9 18 20 5.0 -3.1
IYT iShares US Transportation ETF 1.9 40 -2 2.3 -5.8
XTN SPDR S&P Transportation ETF 1.9 35 3 1.1 -7.0
GVIP Goldman Sachs Hedge Industry VIP ETF 1.8 45 -7 5.3 -2.8
GERM ETFMG Treatments Testing and Advancements ETF 1.8 68 -30 -4.8 -12.9
FTXR First Trust Nasdaq Transportation ETF 1.8 60 -22 5.4 -2.7
SEA U.S. Global Sea to Sky Cargo ETF 1.8 60 -22 17.7 +9.6
XLI Industrial Select Sector SPDR Fund 1.8 9 29 4.4 -3.7
SUPL ProShares Supply Chain Logistics ETF 1.8 58 -20 14.1 +6.1
SHPP Pacer Industrials and Logistics ETF 1.8 60 -22 8.5 +0.4
VBK Vanguard Small-Cap Growth ETF 1.8 7 31 1.4 -6.7
FXL First Trust Technology AlphaDEX Fund 1.8 61 -23 5.2 -2.9
BLLD JPMorgan Sustainable Infrastructure ETF 1.8 49 -11 5.6 -2.5
PKW Invesco Buyback Achievers ETF 1.8 62 -24 7.1 -1.0
ABEQ Absolute Select Value ETF 1.8 85 -47 4.6 -3.5
NTZG Nuveen Global Net Zero Transition ETF 1.8 56 -18 4.8 -3.3
IWP iShares Russell Mid-Cap Growth ETF 1.7 23 15 4.0 -4.1
RUFF Alpha Dog ETF 1.7 94 -56 4.7 -3.4
MJ ETFMG Alternative Harvest 1.7 75 -37 -35.1 -43.2
SQLV Royce Quant Small-Cap Quality Value ETF 1.7 60 -22 7.7 -0.4
NURE Nuveen Short-Term REIT ETF 1.7 35 3 5.7 -2.4
QGRO American Century U.S. Quality Growth ETF 1.7 29 9 4.8 -3.3
IBBQ Invesco Nasdaq Biotechnology ETF 1.7 19 19 0.8 -7.3
KIE SPDR S&P Insurance ETF 1.7 35 3 6.6 -1.5
SNPG Xtrackers S&P 500 Growth ESG ETF 1.7 15 23 4.8 -3.3
FOVL iShares Focused Value Factor ETF 1.7 25 13 9.6 +1.5
MXI iShares Global Materials ETF 1.7 41 -3 6.8 -1.3
RSPM Invesco S&P 500 Equal Weight Materials ETF 1.7 40 -2 8.0 -0.1
XLB Materials Select Sector SPDR Fund 1.7 9 29 5.8 -2.3
BYRE Principal Real Estate Active Opportunities ETF 1.7 65 -27 5.6 -2.5
ISHP First Trust Nasdaq Retail ETF 1.7 60 -22 3.2 -4.9
RITA ETFB Green SRI REITs ETF 1.7 50 -12 5.1 -3.0
RFFC ALPS Active Equity Opportunity ETF 1.6 48 -10 4.4 -3.7
CGGO Capital Group Global Growth Equity ETF 1.6 47 -9 4.8 -3.3
QTUM Defiance Quantum ETF 1.6 40 -2 4.4 -3.7
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.6 60 -22 6.0 -2.1
RNMC First Trust Mid Cap US Equity Select ETF 1.6 60 -22 6.8 -1.3
IUSG iShares Core S&P U.S. Growth ETF 1.6 4 34 4.8 -3.3
RDOG ALPS REIT Dividend Dogs ETF 1.6 35 3 16.2 +8.1
IXN iShares Global Tech ETF 1.6 41 -3 4.3 -3.8
VOOG Vanguard S&P 500 Growth ETF 1.6 10 28 4.7 -3.4
FTEC Fidelity MSCI Information Technology Index ETF 1.6 8 30 4.7 -3.4
DFND Siren DIVCON Dividend Defender ETF 1.6 189 -151 6.5 -1.6
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 1.5 61 -23 6.5 -1.6
KOMP SPDR S&P Kensho New Economies Composite ETF 1.5 20 18 1.1 -7.0
BNE Blue Horizon BNE ETF 1.5 87 -49 5.2 -2.9
EXI iShares Global Industrials ETF 1.5 42 -4 4.9 -3.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.5 70 -32 2.2 -5.9
BMED Future Health ETF 1.5 85 -47 -0.3 -8.4
HAUS Residential REIT ETF 1.5 60 -22 5.2 -2.9
FTGS First Trust Growth Strength ETF 1.5 60 -22 5.8 -2.3
BUZZ VanEck Social Sentiment ETF 1.5 75 -37 0.2 -7.9
SIXS ETC 6 Meridian Small Cap Equity ETF 1.5 89 -51 8.2 +0.1
COWS Amplify Cash Flow Dividend Leaders ETF 1.5 0 38 11.4 +3.3
QQQ Invesco QQQ Trust Series I 1.5 20 18 4.7 -3.4
QQQM Invesco NASDAQ 100 ETF 1.5 15 23 4.8 -3.3
LVOL American Century Low Volatility ETF 1.4 29 9 5.0 -3.1
SPHQ Invesco S&P 500 Quality ETF 1.4 15 23 5.7 -2.4
PRAY FIS Christian Stock Fund 1.4 69 -31 6.0 -2.1
IVW iShares S&P 500 Growth ETF 1.4 18 20 4.6 -3.5
SPYG SPDR Portfolio S&P 500 Growth ETF 1.4 4 34 4.8 -3.3
TMFC Motley Fool 100 Index ETF 1.4 50 -12 3.9 -4.2
IYC iShares U.S. Consumer Discretionary ETF 1.4 40 -2 3.9 -4.2
BBH VanEck Biotech ETF 1.3 35 3 4.3 -3.8
BBP Virtus LifeSci Biotech Products ETF 1.3 79 -41 -3.9 -12.0
FBT First Trust NYSE Arca Biotechnology Index Fund 1.3 56 -18 2.0 -6.1
GNOM Global X Genomics & Biotechnology ETF 1.3 50 -12 -5.1 -13.2
IBB iShares Biotechnology ETF 1.3 45 -7 0.5 -7.6
IDNA iShares Genomics Immunology and Healthcare ETF 1.3 47 -9 -4.0 -12.1
PBE Invesco Biotechnology & Genome ETF 1.3 58 -20 -0.5 -8.5
CANC Tema Oncology ETF 1.3 75 -37 -4.1 -12.2
OSCV Opus Small Cap Value ETF 1.3 79 -41 6.0 -2.1
XRT SPDR S&P Retail ETF 1.3 35 3 9.7 +1.7
FYC First Trust Small Cap Growth AlphaDEX Fund 1.3 71 -33 1.0 -7.1
RSPN Invesco S&P 500 Equal Weight Industrials ETF 1.3 40 -2 3.7 -4.4
XSLV Invesco S&P SmallCap Low Volatility ETF 1.3 25 13 6.7 -1.4
QLTY GMO U.S. Quality ETF 1.3 50 -12 4.4 -3.7
CALF Pacer US Small Cap Cash Cows 100 ETF 1.3 59 -21 11.7 +3.6
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 1.3 29 9 10.3 +2.2
PBJ Invesco Food & Beverage ETF 1.3 57 -19 5.4 -2.7
IBUY Amplify Online Retail ETF 1.3 65 -27 1.5 -6.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.3 60 -22 4.2 -3.9
SXQG ETC 6 Meridian Quality Growth ETF 1.2 100 -62 4.2 -3.9
SMCP AlphaMark Actively Managed Small Cap ETF 1.2 90 -52 6.7 -1.4
AMZA InfraCap MLP ETF 1.2 164 -126 4.7 -3.4
CLNR IQ Cleaner Transport ETF 1.2 45 -7 6.3 -1.8
PFI Invesco Dorsey Wright Financial Momentum ETF 1.2 60 -22 5.5 -2.6
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.2 60 -22 0.0 -8.1
WTRE WisdomTree New Economy Real Estate Fund 1.2 58 -20 4.8 -3.3
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.2 58 -20 4.7 -3.4
CNCR Range Cancer Therapeutics ETF 1.2 79 -41 0.0 -8.1
STXG Strive 1000 Growth ETF 1.1 18 20 4.3 -3.8
VNMC Natixis Vaughan Nelson Mid Cap ETF 1.1 85 -47 3.6 -4.5
MVPS Amplify Thematic All-Stars ETF 1.1 49 -11 3.1 -5.0
SPMO Invesco S&P 500 Momentum ETF 1.1 13 25 3.9 -4.2
IYM iShares U.S. Basic Materials ETF 1.1 40 -2 6.8 -1.3
IPO Renaissance IPO ETF 1.1 60 -22 -2.0 -10.1
OCEN IQ Clean Oceans ETF 1.1 45 -7 5.6 -2.5
AIRR First Trust RBA American Industrial Renaissance ETF 1.1 70 -32 5.1 -3.0
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.1 50 -12 4.4 -3.7
SCAP InfraCap Small Cap Income ETF 1.1 135 -97 8.0 -0.1
FBCG Fidelity Blue Chip Growth ETF 1.0 59 -21 2.8 -5.3
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.0 68 -30 0.3 -7.8
SFYF SoFi Social 50 ETF 1.0 29 9 -3.4 -11.5
ILCG iShares Morningstar Growth ETF 1.0 4 34 4.1 -4.0
DEEP Roundhill Acquirers Deep Value ETF 1.0 80 -42 14.1 +6.0
GRPM Invesco S&P MidCap 400 GARP ETF 1.0 35 3 9.2 +1.1
NETL NETLease Corporate Real Estate ETF 1.0 60 -22 8.4 +0.3
NLR VanEck Uranium+Nuclear Energy ETF 0.9 61 -23 4.0 -4.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.9 30 8 6.7 -1.4
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.9 15 23 4.7 -3.4
ICLN iShares Global Clean Energy ETF 0.9 41 -3 4.8 -3.3
BLDG Cambria Global Real Estate ETF 0.9 60 -22 9.5 +1.4
JRE Janus Henderson U.S. Real Estate ETF 0.9 65 -27 5.8 -2.3
TINT ProShares Smart Materials ETF 0.9 58 -20 5.6 -2.5
QQMG Invesco ESG NASDAQ 100 ETF 0.9 20 18 4.8 -3.3
IWF iShares Russell 1000 Growth ETF 0.9 19 19 4.9 -3.2
AMID Argent Mid Cap ETF Argent Mid Cap ETF 0.9 52 -14 6.8 -1.3
IVEG iShares Emergent Food and AgTech Multisector ETF 0.8 47 -9 8.2 +0.1
AIEQ AI Powered Equity ETF 0.8 75 -37 3.4 -4.7
ACTV LeaderShares Activist Leaders ETF 0.8 75 -37 6.6 -1.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.8 35 3 6.4 -1.7
SRVR Pacer Data & Infrastructure Real Estate ETF 0.8 55 -17 2.0 -6.1
INDS Pacer Industrial Real Estate ETF 0.8 55 -17 5.5 -2.6
CNRG SPDR S&P Kensho Clean Power ETF 0.8 45 -7 2.4 -5.7
FCOM Fidelity MSCI Communication Services Index ETF 0.8 8 30 5.2 -2.9
VOX Vanguard Communication Services ETF 0.8 10 28 5.1 -3.0
FDM First Trust Dow Jones Select MicroCap Index Fund 0.8 60 -22 7.4 -0.7
XSMO Invesco S&P SmallCap Momentum ETF 0.8 39 -1 7.2 -0.9
TMFX Motley Fool Next Index ETF 0.8 50 -12 3.0 -5.1
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.8 35 3 5.5 -2.6
CUT Invesco MSCI Global Timber ETF 0.8 61 -23 8.2 +0.1
XSW SPDR S&P Software & Services ETF 0.8 35 3 2.3 -5.8
DIP BTD Capital Fund 0.8 129 -91 6.2 -1.9
CACG ClearBridge All Cap Growth ESG ETF 0.8 54 -16 3.6 -4.5
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 0.8 40 -2 4.2 -3.9
SPRE SP Funds S&P Global REIT Sharia ETF 0.8 55 -17 4.8 -3.3
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 0.8 29 9 6.0 -2.1
GLRY Inspire Faithward Mid Cap Momentum ETF 0.8 80 -42 7.9 -0.2
MILN Global X Millennial Consumer ETF 0.7 50 -12 3.1 -5.0
QGRW WisdomTree U.S. Quality Growth Fund 0.7 28 10 4.9 -3.2
XLY Consumer Discretionary Select Sector SPDR Fund 0.7 9 29 5.3 -2.8
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 0.7 60 -22 3.6 -4.5
FDFF Fidelity Disruptive Finance ETF 0.7 50 -12 4.6 -3.5
CSD Invesco S&P Spin-Off ETF 0.7 65 -27 9.4 +1.3
IWY iShares Russell Top 200 Growth ETF 0.7 20 18 5.1 -3.0
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 0.7 75 -37 7.6 -0.5
DWLD Davis Select Worldwide ETF 0.7 63 -25 7.0 -1.1
JGRO JPMorgan Active Growth ETF 0.7 44 -6 3.6 -4.5
POWA Invesco Bloomberg Pricing Power ETF 0.7 40 -2 5.6 -2.5
CLOU Global X Cloud Computing ETF 0.7 68 -30 2.1 -6.0
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.7 45 -7 3.2 -4.9
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.6 59 -21 6.6 -1.5
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 0.6 41 -3 11.8 +3.7
KNCT Invesco Next Gen Connectivity ETF 0.6 40 -2 5.7 -2.4
DTCR Global X Data Center & Digital Infrastructure ETF 0.6 50 -12 2.7 -5.4
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 0.6 106 -68 4.0 -4.1
KROP Global X AgTech & Food Innovation ETF 0.6 50 -12 4.7 -3.4
PSP Invesco Global Listed Private Equity ETF 0.6 106 -68 8.0 -0.1
PSCH Invesco S&P SmallCap Health Care ETF 0.6 29 9 5.1 -3.0
VOT Vanguard Mid-Cap Growth ETF 0.5 7 31 4.2 -3.9
CGGR Capital Group Growth ETF 0.5 39 -1 3.6 -4.5
LUXX Roundhill S&P Global Luxury ETF 0.5 45 -7 3.0 -5.1
WISE Themes Generative Artificial Intelligence ETF 0.5 35 3 2.3 -5.8
RTH VanEck Retail ETF 0.5 35 3 6.4 -1.7
FTRI First Trust Indxx Global Natural Resources Income ETF 0.5 70 -32 10.0 +1.9
WOOD iShares Global Timber & Forestry ETF 0.5 42 -4 9.4 +1.3
KBWY Invesco KBW Premium Yield Equity REIT ETF 0.5 35 3 13.2 +5.1
SDG iShares MSCI Global Sustainable Development Goals ETF 0.5 49 -11 5.6 -2.5
RXI iShares Global Consumer Discretionary ETF 0.5 41 -3 5.8 -2.3
JSML Janus Henderson Small Cap Growth Alpha ETF 0.4 30 8 7.1 -1.0
BEDZ AdvisorShares Hotel ETF 0.4 100 -62 1.8 -6.3
KONG Formidable Fortress ETF 0.4 89 -51 5.8 -2.3
SQEW LeaderShares Equity Skew ETF 0.4 81 -43 4.0 -4.1
IGPT Invesco AI and Next Gen Software ETF 0.4 60 -22 4.3 -3.8
GURU Global X Guru Index ETF 0.4 75 -37 1.8 -6.3
SDIV Global X Superdividend ETF 0.4 58 -20 15.0 +6.9
TMFM Motley Fool Mid-Cap Growth ETF 0.4 85 -47 3.0 -5.1
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.4 65 -27 1.3 -6.8
ARB AltShares Merger Arbitrage ETF 0.4 77 -39 3.2 -4.9
BUL Pacer US Cash Cows Growth ETF 0.4 60 -22 7.9 -0.2
FAN First Trust Global Wind Energy ETF 0.4 60 -22 5.3 -2.8
LRGE ClearBridge Large Cap Growth ESG ETF 0.4 59 -21 3.7 -4.4
XMMO Invesco S&P MidCap Momentum ETF 0.4 34 4 5.4 -2.7
HELX Franklin Genomic Advancements ETF 0.4 50 -12 0.1 -8.0
ERTH Invesco MSCI Sustainable Future ETF 0.4 62 -24 3.2 -4.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 0.4 15 23 4.9 -3.2
LCLG Logan Capital Broad Innovative Growth ETF 0.4 99 -61 4.8 -3.3
MOO VanEck Agribusiness ETF 0.3 53 -15 9.6 +1.5
JRNY ALPS Global Travel Beneficiaries ETF 0.3 65 -27 -1.2 -9.3
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.3 20 18 5.6 -2.5
QQQN VictoryShares Nasdaq Next 50 ETF 0.3 18 20 4.4 -3.7
FCLD Fidelity Cloud Computing ETF 0.3 39 -1 3.3 -4.8
FMET Fidelity Metaverse ETF 0.3 39 -1 5.1 -3.0
PAWZ ProShares Pet Care ETF 0.3 50 -12 3.6 -4.5
CGV Conductor Global Equity Value ETF 0.3 130 -92 10.5 +2.4
FIVG Defiance Next Gen Connectivity ETF 0.3 30 8 6.1 -2.0
IDAT iShares Future Cloud 5G and Tech ETF 0.3 47 -9 4.4 -3.7
SSPX Janus Henderson U.S. Sustainable Equity ETF 0.3 55 -17 4.2 -3.9
XDAT Franklin Exponential Data ETF 0.3 50 -12 3.0 -5.1
IEZ iShares U.S. Oil Equipment & Services ETF 0.3 40 -2 2.1 -6.0
PXJ Invesco Oil & Gas Services ETF 0.3 63 -25 3.2 -4.9
XES SPDR S&P Oil & Gas Equipment & Services ETF 0.3 35 3 -0.1 -8.2
BJK VanEck Gaming ETF 0.3 65 -27 1.9 -6.2
VICE AdvisorShares Vice ETF 0.3 99 -61 5.4 -2.7
SCHG Schwab U.S. Large-Cap Growth ETF 0.3 4 34 4.5 -3.6
RNEW VanEck Green Infrastructure ETF 0.3 45 -7 -1.5 -9.6
PSCI Invesco S&P SmallCap Industrials ETF 0.3 29 9 5.5 -2.6
SRET Global X SuperDividend REIT ETF 0.3 59 -21 9.5 +1.4
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 0.3 40 -2 8.0 -0.1
IXP iShares Global Comm Services ETF 0.3 42 -4 5.4 -2.7
XLC Communication Services Select Sector SPDR Fund 0.3 9 29 6.9 -1.2
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 0.2 75 -37 5.7 -2.4
QMOM Alpha Architect U.S. Quantitative Momentum ETF 0.2 39 -1 3.9 -4.2
XTL SPDR S&P Telecom ETF 0.2 35 3 6.1 -2.0
TEQI T. Rowe Price Equity Income ETF 0.2 54 -16 4.0 -4.1
VUG Vanguard Growth ETF 0.2 4 34 4.3 -3.8
GK AdvisorShares Gerber Kawasaki ETF 0.2 75 -37 3.5 -4.6
XHS SPDR S&P Health Care Services ETF 0.2 35 3 5.8 -2.3
MGMT Ballast Small/Mid Cap ETF 0.2 110 -72 7.6 -0.5
TMFS Motley Fool Small-Cap Growth ETF 0.2 85 -47 2.7 -5.4
MGK Vanguard Mega Cap Growth ETF 0.2 7 31 4.4 -3.7
PDP Invesco Dorsey Wright Momentum ETF 0.2 62 -24 3.6 -4.5
PRN Invesco Dorsey Wright Industrials Momentum ETF 0.2 60 -22 4.8 -3.3
PKB Invesco Building & Construction ETF 0.2 62 -24 5.8 -2.3
CRUZ Defiance Hotel Airline and Cruise ETF 0.2 45 -7 -5.1 -13.2
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 0.2 60 -22 4.6 -3.5
FTAG First Trust Indxx Global Agriculture ETF 0.2 70 -32 9.2 +1.1
VEGI iShares MSCI Agriculture Producers ETF 0.2 39 -1 9.5 +1.4
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 0.1 58 -20 0.1 -8.0
PICK iShares MSCI Global Metals & Mining Producers ETF 0.1 39 -1 12.7 +4.7
PSCM Invesco S&P SmallCap Materials ETF 0.1 29 9 8.1 -0.0
XME SPDR S&P Metals & Mining ETF 0.1 35 3 8.4 +0.3
FINX Global X FinTech ETF 0.1 68 -30 3.4 -4.7
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.1 95 -57 1.6 -6.5
STCE Schwab Crypto Thematic ETF 0.1 30 8 2.1 -6.0
ACES ALPS Clean Energy ETF 0.1 55 -17 -3.3 -11.4
FRNW Fidelity Clean Energy ETF 0.1 39 -1 3.7 -4.4
PSCT Invesco S&P SmallCap Information Technology ETF 0.1 29 9 5.3 -2.8
RNRG Global X Renewable Energy Producers ETF 0.1 66 -28 4.6 -3.5
TAN Invesco Solar ETF 0.1 67 -29 3.2 -4.9
VERS ProShares Metaverse ETF 0.1 58 -20 -16.0 -24.0
QQQS Invesco NASDAQ Future Gen 200 ETF 0.1 20 18 -8.8 -16.9
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.1 75 -37 7.4 -0.7
XMHQ Invesco S&P MidCap Quality ETF 0.1 25 13 6.4 -1.7
ITB iShares U.S. Home Construction ETF 0.1 40 -2 10.3 +2.2
KBWP Invesco KBW Property & Casualty Insurance ETF 0.1 35 3 6.3 -1.8
PAVE Global X U.S. Infrastructure Development ETF 0.1 47 -9 5.7 -2.4
AZTD Aztlan Global Stock Selection DM SMID ETF 0.1 75 -37 4.4 -3.7
DFIS Dimensional International Small Cap ETF 0.1 39 -1 6.4 -1.7
ONLN ProShares Online Retail ETF 0.1 58 -20 3.6 -4.5
FDHT Fidelity Digital Health ETF 0.1 39 -1 -1.9 -10.0
IHF iShares U.S. Healthcare Providers ETF 0.1 40 -2 6.0 -2.1
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 0.1 85 -47 8.7 +0.6
CCSO Carbon Collective Climate Solutions US Equity ETF 0.1 35 3 2.5 -5.6
ITA iShares U.S. Aerospace & Defense ETF 0.1 40 -2 2.3 -5.8
SLX VanEck Steel ETF 0.1 56 -18 20.6 +12.5
DFIC Dimensional International Core Equity 2 ETF 0.1 23 15 7.5 -0.6
PTEC Global X PropTech ETF 0.0 50 -12 1.6 -6.5
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 -12 4.8 -3.3
EATZ AdvisorShares Restaurant ETF 0.0 101 -63 6.7 -1.4
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 8 7.9 -0.2
TEMP JPMorgan Climate Change Solutions ETF 0.0 49 -11 5.3 -2.8
XAR SPDR S&P Aerospace & Defense ETF 0.0 35 3 2.5 -5.6
MISL First Trust Indxx Aerospace & Defense ETF 0.0 60 -22 3.0 -5.1
SHLD Global X Defense Tech ETF 0.0 50 -12 5.0 -3.1
EBLU Ecofin Global Water ESG Fund 0.0 40 -2 3.9 -4.2
EVX VanEck Environmental Services ETF 0.0 55 -17 3.4 -4.7
JETS U.S. Global Jets ETF 0.0 60 -22 -15.6 -23.7
CNBS Amplify Seymour Cannabis ETF 0.0 75 -37 -23.8 -31.9
MJUS ETFMG U.S. Alternative Harvest ETF 0.0 76 -38 2.6 -5.5
XSD SPDR S&P Semiconductor ETF 0.0 35 3 4.7 -3.4
DFAI Dimensional International Core Equity Market ETF 0.0 18 20 7.0 -1.1
PINK Simplify Health Care ETF 0.0 50 -12 1.2 -6.9
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.0 85 -47 4.6 -3.5
BATT Amplify Lithium & Battery Technology ETF 0.0 59 -21 0.6 -7.5
DMAT Global X Disruptive Materials ETF 0.0 59 -21 12.1 +4.0
DRIV Global X Autonomous & Electric Vehicles ETF 0.0 68 -30 5.7 -2.4
LIT Global X Lithium & Battery Tech ETF 0.0 75 -37 14.0 +5.9
TRFM AAM Transformers ETF 0.0 49 -11 1.5 -6.6
DARP Grizzle Growth ETF 0.0 75 -37 3.9 -4.2
TGRW T. Rowe Price Growth Stock ETF 0.0 52 -14 4.0 -4.1
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 -19 3.5 -4.6
PSCC Invesco S&P SmallCap Consumer Staples ETF 0.0 29 9 0.0 -8.1
PSCE Invesco S&P SmallCap Energy ETF 0.0 29 9 0.0 -8.1

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

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RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

Forward
multiple:
WisdomTree U.S. High Dividend Fund
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

SPECULATIVE

Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 15.6 %
Divided by: Fwd. P/BV 1.8 x
Less: Expense ratio 38 bp
Equals: ALTAR Score 8.1 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.69 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.