WisdomTree U.S. High Dividend Fund
ALTAR
Score™		 9.7% info Recommen-
dation		 SPECULATIVE
2023E    2024E
P/E
ratio		 11.2x P/Sales
ratio		 1.5x
P/BV
ratio		 1.7x Div.
yield		 4.8%


  • 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) $1,088
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 381
Wgt avg mkt cap (mns) $102,627
Large cap (>$10bn) 80.8%
Mid cap ($2-10bn) 12.6%
Small cap (<$2bn) 6.6%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
EXXON MOBIL CORP 5.6 %
ABBVIE INC 4.8 %
CHEVRON CORP 4.7 %
PHILIP MORRIS INTERNATIONAL 4.4 %
CISCO SYSTEMS INC 3.8 %
ALTRIA GROUP INC 3.7 %
PFIZER INC 3.3 %
AT&T INC 2.8 %
INTL BUSINESS MACHINES CORP 2.6 %
PIONEER NATURAL RESOURCES CO 2.4 %
Total 38.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 111.9 %
PUERTO RICO 0.2 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru November 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-4.3% -7.2% 6.1% 7.6% 6.5%

Market Correlations
versus... Beta R-squared
S&P500 0.68 57%
MSCI EAFE 0.73 59%
MSCI Emg. Mkts. 0.44 24%

Technical Indicators
Recent close $79.14
30d moving avg. $76.70
Annualized volatility 16.0%
Short interest (ETF) 0.0%
Short interest (Underlying) 1.8%
Relative strength (RSI) 47

Liquidity measures
Avg. volume (thou.) 62
Turnover 0.5%
Bid/Ask (% of price) 0.05%
ADV underlying (mns) $12,838

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 965 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™: 9.7%


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 50.4 45 -7 10.6 +0.9
HDV iShares Core High Dividend ETF 40.2 8 30 8.8 -0.9
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 39.5 35 3 8.8 -0.9
SPYD SPDR S&P 500 High Dividend ETF 37.6 7 31 10.4 +0.6
DEW WisdomTree Global High Dividend Fund 36.6 58 -20 9.2 -0.6
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 33.8 30 8 10.4 +0.7
MDLV Morgan Dempsey Large Cap Value ETF 32.3 58 -20 9.1 -0.7
DURA VanEck Morningstar Durable Dividend ETF 31.9 29 9 7.7 -2.0
DVY iShares Select Dividend ETF 31.9 38 0 9.2 -0.5
DTD WisdomTree U.S.Total Dividend Fund 31.5 28 10 7.1 -2.6
DIVB iShares Core Dividend 30.9 5 33 8.4 -1.4
ONEY SPDR Russell 1000 Yield Focus ETF 30.6 20 18 10.7 +1.0
DLN WisdomTree U.S. LargeCap Dividend Fund 30.4 28 10 6.8 -3.0
SDOG ALPS Sector Dividend Dogs ETF 29.7 36 2 10.1 +0.3
STXV Strive 1000 Value ETF 29.7 18 20 8.4 -1.3
SCHD Schwab U.S. Dividend Equity ETF 28.8 6 32 8.9 -0.8
VYM Vanguard High Dividend Yield Index ETF 28.5 6 32 7.8 -2.0
SPDV AAM S&P 500 High Dividend Value ETF 27.7 29 9 11.3 +1.6
DIVZ TrueShares Low Volatility Equity Income ETF 26.8 65 -27 9.9 +0.1
ICAP InfraCap Equity Income Fund ETF 26.4 171 -133 6.8 -2.9
VLUE iShares MSCI USA Value Factor ETF 26.3 15 23 11.4 +1.6
PEY Invesco High Yield Equity Dividend Achievers ETF 26.2 53 -15 8.7 -1.0
SPVU Invesco S&P 500 Enhanced Value ETF 25.0 13 25 10.8 +1.0
LVHD Legg Mason Low Volatility High Dividend ETF 24.1 27 11 9.3 -0.5
DGRO iShares Core Dividend Growth ETF 23.0 8 30 7.0 -2.7
REVS Columbia Research Enhanced Value ETF 22.7 19 19 8.1 -1.6
BUL Pacer US Cash Cows Growth ETF 22.6 60 -22 10.2 +0.5
PWV Invesco Dynamic Large Cap Value ETF 22.3 58 -20 9.1 -0.7
DIVY Sound Equity Income ETF 22.1 45 -7 11.0 +1.3
FAB First Trust Multi Cap Value AlphaDEX Fund 22.0 67 -29 10.9 +1.2
VTV Vanguard Value Index Fund 21.8 4 34 7.4 -2.3
GCOW Pacer Global High Dividend ETF 21.7 60 -22 13.1 +3.4
IMCV iShares Morningstar Mid-Cap Value ETF 21.5 6 32 8.2 -1.5
FTA First Trust Large Cap Value AlphaDEX Fund 21.2 59 -21 8.8 -1.0
SCHV Schwab U.S. Large-Cap Value ETF 21.1 4 34 7.1 -2.6
EVUS iShares ESG Aware MSCI USA Value ETF 21.0 18 20 7.2 -2.5
JHDV John Hancock U.S. High Dividend ETF 21.0 34 4 6.9 -2.8
ILCV iShares Morningstar Value ETF 20.8 4 34 7.3 -2.4
JVAL JPMorgan U.S. Value Factor ETF 20.8 12 26 8.9 -0.8
SIXA 6 Meridian Mega Cap Equity ETF 20.7 80 -42 6.9 -2.8
FDVV Fidelity Core Dividend ETF 20.6 29 9 9.2 -0.5
RDIV Invesco S&P Ultra Dividend Revenue ETF 20.6 39 -1 11.8 +2.1
IWD iShares Russell 1000 Value ETF 20.6 19 19 7.1 -2.7
VONV Vanguard Russell 1000 Value Index Fund 20.6 8 30 7.2 -2.6
IWX iShares Russell Top 200 Value ETF 20.5 20 18 7.0 -2.7
NUDV Nuveen ESG Dividend ETF 20.4 26 12 7.5 -2.3
MGV Vanguard Mega Cap Value ETF 20.4 7 31 7.2 -2.5
VLU SPDR S&P 1500 Value Tilt ETF 20.2 12 26 7.7 -2.0
COWZ Pacer US Cash Cows 100 ETF 20.1 49 -11 11.5 +1.7
EQWL Invesco Russell Top 200 Equal Weight ETF 20.1 25 13 6.8 -2.9
PRF Invesco FTSE RAFI US 1000 ETF 19.8 39 -1 7.1 -2.7
IGE iShares North American Natural Resources ETF 19.7 41 -3 6.7 -3.0
FDRR Fidelity Dividend ETF for Rising Rates 19.6 29 9 8.1 -1.6
FLOW Global X U.S. Cash Flow Kings 100 ETF 19.6 25 13 12.1 +2.4
DIVL Madison Dividend Value ETF 19.4 65 -27 5.9 -3.8
DRLL Strive U.S. Energy ETF 19.4 41 -3 6.6 -3.1
DIV Global X SuperDividend US ETF 19.3 45 -7 8.9 -0.8
FENY Fidelity MSCI Energy Index ETF 19.2 8 30 7.1 -2.6
VFVA Vanguard U.S. Value Factor ETF 19.2 13 25 10.9 +1.2
VDE Vanguard Energy Index Fund 19.1 10 28 7.0 -2.7
DFLV Dimensional US Large Cap Value ETF 18.8 22 16 8.6 -1.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 18.6 18 20 8.2 -1.5
DFUV Dimensional US Marketwide Value ETF 18.6 22 16 8.2 -1.5
FLDZ RiverNorth Volition America Patriot ETF 18.4 75 -37 6.0 -3.7
FNDX Schwab Fundamental U.S. Large Co. Index ETF 18.4 25 13 7.3 -2.5
FNDB Schwab Fundamental U.S. Broad Market Index ETF 18.2 25 13 7.2 -2.5
DIVD Altrius Global Dividend ETF 18.1 49 -11 10.1 +0.4
FUNL CornerCap Fundametrics Large-Cap ETF 17.9 50 -12 7.2 -2.5
FTXN First Trust Nasdaq Oil & Gas ETF 17.9 60 -22 7.5 -2.2
IYE iShares U.S. Energy ETF 17.8 40 -2 6.8 -2.9
IWS iShares Russell Mid-Cap Value ETF 17.8 23 15 7.2 -2.5
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 17.7 25 13 6.2 -3.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 17.4 29 9 7.0 -2.7
XLE Energy Select Sector SPDR Fund 17.4 10 28 7.3 -2.4
RFDA RiverFront Dynamic US Dividend Advantage ETF 17.0 52 -14 8.3 -1.5
SPLV Invesco S&P 500 Low Volatility ETF 17.0 25 13 6.0 -3.7
RAFE PIMCO RAFI ESG U.S. ETF 17.0 29 9 7.5 -2.2
ALTL Pacer Lunt Large Cap Alternator ETF 17.0 60 -22 6.1 -3.6
IXC iShares Global Energy ETF 16.9 44 -6 8.2 -1.5
JAVA JPMorgan Active Value ETF 16.7 44 -6 6.6 -3.1
QDIV Global X S&P 500 Quality Dividend ETF 16.7 20 18 9.2 -0.5
EQAL Invesco Russell 1000 Equal Weight ETF 16.7 20 18 6.8 -2.9
RSP Invesco S&P 500 Equal Weight ETF 16.5 20 18 6.6 -3.1
DVND Touchstone Dividend Select ETF 16.3 67 -29 6.6 -3.2
WKLY SoFi Weekly Dividend ETF 16.3 49 -11 7.7 -2.0
ESGS Columbia Sustainable U.S. Equity Income ETF 16.3 35 3 6.7 -3.0
FEX First Trust Large Cap Core AlphaDEX Fund 16.2 59 -21 6.1 -3.6
EPS WisdomTree U.S. Earnings 500 Fund 16.2 8 30 6.8 -2.9
SSPY Syntax Stratified LargeCap ETF 16.2 30 8 7.0 -2.8
KVLE KFA Value Liner Dynamic Core Equity Index ETF 16.2 56 -18 5.6 -4.1
MAGA Point Bridge GOP Stock Tracker ETF 16.1 72 -34 6.5 -3.3
RWL Invesco S&P 500 Revenue ETF 15.8 39 -1 7.1 -2.7
PY Principal Shareholder Yield Index ETF 15.8 15 23 7.8 -2.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 15.7 60 -22 4.7 -5.0
PFM Invesco Dividend Achievers ETF 15.6 53 -15 5.9 -3.8
VOE Vanguard Mid-Cap Value Index Fund 15.6 7 31 8.0 -1.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 15.6 38 0 9.3 -0.4
NANR SPDR S&P North American Natural Resources ETF 15.5 35 3 7.1 -2.7
IUS Invesco Strategic US ETF 15.4 19 19 7.7 -2.0
USVT US Value ETF 15.3 49 -11 11.9 +2.1
RSPG Invesco S&P 500 Equal Weight Energy ETF 15.3 40 -2 7.5 -2.2
BGIG Bahl & Gaynor Income Growth ETF 15.3 45 -7 5.7 -4.0
SPVM Invesco S&P 500 Value with Momentum ETF 15.3 39 -1 9.0 -0.8
FILL iShares MSCI Global Energy Producers ETF 15.2 39 -1 9.1 -0.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 15.1 9 29 6.6 -3.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 15.1 24 14 8.6 -1.1
FTWO Strive FAANG 2.0 ETF 14.8 49 -11 5.3 -4.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 14.8 38 0 7.8 -2.0
QDEF FlexShares Quality Dividend Defensive Index Fund 14.8 37 1 6.1 -3.6
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 14.6 69 -31 9.4 -0.4
WOMN Impact Shares YWCA Women's Empowerment ETF 14.6 75 -37 5.2 -4.5
CFA VictoryShares US 500 Volatility Weighted Index ETF 14.5 35 3 6.3 -3.5
WBIY WBI Power Factor High Dividend ETF 14.5 100 -62 12.3 +2.6
SDY SPDR S&P Dividend ETF 14.5 35 3 6.9 -2.9
NACP Impact Shares NAACP Minority Empowerment ETF 14.3 49 -11 5.4 -4.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 14.2 4 34 6.2 -3.5
IMCB iShares Morningstar Mid-Cap ETF 14.2 4 34 6.3 -3.5
IUSV iShares Core S&P U.S. Value ETF 14.2 4 34 6.3 -3.5
CLRG IQ Chaikin U.S. Large Cap ETF 14.1 25 13 6.5 -3.3
EUSA iShares MSCI USA Equal Weighted ETF 14.0 9 29 6.5 -3.3
HUSV First Trust Horizon Managed Volatility Domestic ETF 14.0 70 -32 5.4 -4.3
SPHQ Invesco S&P 500 Quality ETF 14.0 15 23 5.8 -3.9
VOOV Vanguard S&P 500 Value ETF 14.0 10 28 6.1 -3.7
IVE iShares S&P 500 Value ETF 14.0 18 20 6.0 -3.8
SPYV SPDR Portfolio S&P 500 Value ETF 13.9 4 34 6.1 -3.6
USMV iShares Edge MSCI Min Vol USA ETF 13.9 15 23 6.1 -3.7
IWR iShares Russell Midcap ETF 13.8 18 20 6.1 -3.6
FVAL Fidelity Value Factor ETF 13.8 29 9 7.7 -2.0
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 13.8 15 23 7.0 -2.8
NULV Nuveen ESG Large-Cap Value ETF 13.8 26 12 7.4 -2.3
ROUS Hartford Multifactor US Equity ETF 13.7 19 19 6.7 -3.1
UDI USCF Dividend Income Fund 13.7 0 38 0.0 -9.7
ONEV SPDR Russell 1000 Low Volatility Focus ETF 13.7 20 18 8.3 -1.5
YPS Arrow Reverse Cap 500 ETF 13.7 29 9 7.1 -2.6
SIZE iShares MSCI USA Size Factor ETF 13.7 15 23 6.3 -3.4
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 13.6 50 -12 8.8 -1.0
SHE SPDR SSGA Gender Diversity Index ETF 13.6 20 18 5.6 -4.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 13.6 19 19 6.9 -2.9
AVLV Avantis U.S. Large Cap Value ETF 13.6 15 23 8.2 -1.5
FVD First Trust Value Line Dividend Index Fund 13.4 65 -27 6.1 -3.7
VO Vanguard Mid-Cap Index Fund 13.4 4 34 6.4 -3.4
RNLC Large Cap US Equity Select ETF 13.4 60 -22 6.6 -3.1
ISCV iShares Morningstar Small Cap Value ETF 13.4 6 32 8.3 -1.4
SPXT ProShares S&P 500 Ex-Technology ETF 13.4 9 29 6.0 -3.8
SMRI Bushido Capital US Equity ETF 13.4 71 -33 9.0 -0.7
ITAN Sparkline Intangible Value ETF 13.1 50 -12 6.5 -3.3
QUS SPDR MSCI USA StrategicFactors ETF 13.1 15 23 6.3 -3.5
HDUS Hartford Disciplined US Equity ETF 13.0 19 19 6.5 -3.2
IYF iShares U.S. Financials ETF 13.0 40 -2 6.7 -3.1
VPU Vanguard Utilities Index Fund 13.0 10 28 6.6 -3.1
IFRA iShares U.S. Infrastructure ETF 12.9 30 8 6.4 -3.3
FUTY Fidelity MSCI Utilities Index ETF 12.8 8 30 6.7 -3.0
QDF FlexShares Quality Dividend Index Fund 12.7 37 1 6.2 -3.6
HAP VanEck Natural Resources ETF 12.7 50 -12 8.3 -1.4
FNCL Fidelity MSCI Financials Index ETF 12.6 8 30 6.8 -2.9
AUSF Global X Adaptive U.S. Factor ETF 12.6 27 11 5.8 -3.9
DON WisdomTree U.S. MidCap Dividend Fund 12.6 38 0 9.0 -0.7
ACVF American Conservative Values ETF 12.6 75 -37 4.8 -4.9
TPHD Timothy Plan High Dividend Stock ETF 12.6 52 -14 6.4 -3.4
VFH Vanguard Financials Index Fund 12.5 10 28 6.9 -2.9
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 12.5 15 23 10.9 +1.2
JHML John Hancock Multifactor Large Cap ETF 12.3 29 9 6.0 -3.8
RBLD First Trust Alerian US NextGen Infrastructure ETF 12.3 65 -27 5.2 -4.5
VBR Vanguard Small Cap Value Index Fund 12.3 7 31 8.9 -0.9
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 12.2 25 13 6.2 -3.6
DJD Invesco Dow Jones Industrial Average Dividend ETF 12.2 7 31 10.5 +0.8
XOP SPDR S&P Oil & Gas Exploration & Production ETF 12.2 35 3 11.3 +1.6
RPV Invesco S&P 500 Pure Value ETF 12.1 35 3 11.3 +1.6
JHMM John Hancock Multifactor Mid Cap ETF 12.0 42 -4 7.1 -2.6
FLQL Franklin LibertyQ U.S. Equity ETF 12.0 15 23 6.8 -3.0
FCPI Fidelity Stocks for Inflation ETF 12.0 29 9 9.5 -0.2
FLLV Franklin Liberty U.S. Low Volatility ETF 12.0 29 9 6.0 -3.8
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 11.9 20 18 7.5 -2.2
AVUS Avantis U.S. Equity ETF 11.9 15 23 6.4 -3.3
IDU iShares U.S. Utilities ETF 11.9 40 -2 6.1 -3.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 11.9 14 24 5.6 -4.1
RECS Columbia Research Enhanced Core ETF 11.9 15 23 6.2 -3.6
SDEP SFP Core Equity Strategy 11.8 0 38 0.0 -9.7
FXN First Trust Energy AlphaDEX Fund 11.8 61 -23 4.4 -5.3
RDVY First Trust Rising Dividend Achievers ETF 11.8 50 -12 9.6 -0.2
FBCV Fidelity Blue Chip Value ETF 11.7 59 -21 7.1 -2.6
JCTR JPMorgan Carbon Transition U.S. Equity ETF 11.7 15 23 5.1 -4.6
VFMV Vanguard U.S. Minimum Volatility ETF 11.6 13 25 5.9 -3.9
RAYD Rayliant Quantitative Developed Market Equity ETF 11.6 80 -42 5.4 -4.3
IYG iShares US Financial Services ETF 11.6 40 -2 6.5 -3.2
SNPV Xtrackers S&P ESG Value ETF 11.5 15 23 6.2 -3.6
QLC FlexShares US Quality Large Cap Index Fund 11.4 25 13 5.8 -4.0
USMF WisdomTree U.S. Multifactor Fund 11.3 28 10 7.4 -2.3
SFY SoFi Select 500 ETF 11.3 0 38 5.4 -4.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 11.3 35 3 7.1 -2.6
JXI iShares Global Utilities ETF 11.2 43 -5 6.7 -3.0
XLU Utilities Select Sector SPDR Fund 11.2 10 28 6.8 -2.9
RSPU Invesco S&P 500 Equal Weight Utilities ETF 11.2 40 -2 7.1 -2.7
GSPY Gotham Enhanced 500 ETF 11.2 50 -12 5.8 -4.0
BMVP Invesco Bloomberg MVP Multi-Factor ETF 11.2 60 -22 8.8 -1.0
FLRG Fidelity U.S. Multifactor ETF 11.1 29 9 7.9 -1.8
VFMF Vanguard U.S. Multifactor ETF 11.1 18 20 9.0 -0.7
RSPE Invesco ESG S&P 500 Equal Weight ETF 11.1 20 18 6.7 -3.0
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 11.1 15 23 7.0 -2.7
DGRW WisdomTree U.S. Quality Dividend Growth Fund 11.1 28 10 6.1 -3.7
ESGU iShares MSCI USA ESG Optimized ETF 11.0 15 23 5.4 -4.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 10.9 47 -9 5.7 -4.0
PZLD Puzzle Divdend Leaders 10.9 0 38 0.0 -9.7
AFLG First Trust Active Factor Large Cap ETF 10.9 55 -17 6.5 -3.2
GVLU Gotham 1000 Value ETF 10.8 50 -12 9.0 -0.7
RESP WisdomTree US ESG Fund of Benef Interest 10.8 28 10 6.2 -3.5
DES WisdomTree U.S. SmallCap Dividend Fund 10.7 38 0 9.8 +0.1
LRGF iShares Edge MSCI Multifactor USA ETF 10.7 8 30 6.2 -3.6
SPTM SPDR Portfolio Total Stock Market ETF 10.7 3 35 5.8 -4.0
ROE Astoria US Quality Kings ETF 10.7 49 -11 8.3 -1.4
EDOW First Trust Dow 30 Equal Weight ETF 10.6 50 -12 6.9 -2.8
DFAT Dimensional U.S. Targeted Value ETF 10.6 28 10 8.7 -1.1
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 10.6 30 8 8.3 -1.4
JQUA JPMorgan U.S. Quality Factor ETF 10.6 12 26 6.0 -3.8
DFAC Dimensional U.S. Core Equity 2 ETF 10.6 17 21 6.0 -3.7
RPG Invesco S&P 500 Pure Growth ETF 10.5 35 3 7.7 -2.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 10.5 20 18 5.3 -4.4
FTXH First Trust Nasdaq Pharmaceuticals ETF 10.5 60 -22 9.8 +0.1
XLF Financial Select Sector SPDR Fund 10.5 10 28 6.4 -3.4
IVV iShares Core S&P 500 ETF 10.5 3 35 5.6 -4.1
SPY SPDR S&P 500 ETF Trust 10.4 9 29 5.5 -4.2
FXU First Trust Utilities AlphaDEX Fund 10.4 64 -26 6.3 -3.5
SPLG SPDR Portfolio S&P 500 ETF 10.4 2 36 5.6 -4.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 10.4 7 31 5.6 -4.1
VOO VANGUARD S&P 500 ETF 10.4 3 35 5.6 -4.1
IYK iShares U.S. Consumer Goods ETF 10.4 40 -2 6.7 -3.1
SPXV ProShares S&P 500 Ex-Health Care ETF 10.4 9 29 5.3 -4.4
IWV iShares Russell 3000 ETF 10.3 20 18 5.3 -4.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 10.3 3 35 5.4 -4.3
XLV Health Care Select Sector SPDR Fund 10.3 10 28 7.7 -2.1
XLP Consumer Staples Select Sector SPDR Fund 10.3 10 28 6.3 -3.4
IYH iShares U.S. Healthcare ETF 10.3 40 -2 6.7 -3.0
MEDX Horizon Kinetics Medical ETF 10.3 85 -47 3.0 -6.8
FSTA Fidelity MSCI Consumer Staples Index ETF 10.3 8 30 6.3 -3.5
IWN iShares Russell 2000 Value ETF 10.3 24 14 6.1 -3.7
VDC Vanguard Consumer Staples Index Fund 10.3 10 28 6.3 -3.4
VTWV Vanguard Russell 2000 Value Index Fund 10.3 15 23 6.2 -3.5
SCHB Schwab U.S. Broad Market ETF 10.3 3 35 5.5 -4.2
VTI Vanguard Total Stock Market Index Fund 10.3 3 35 5.4 -4.4
VTHR Vanguard Russell 3000 Index Fund 10.3 10 28 5.4 -4.4
DFAS Dimensional U.S. Small Cap ETF 10.3 26 12 6.3 -3.5
KBE SPDR S&P Bank ETF 10.3 35 3 11.8 +2.1
IYY iShares Dow Jones U.S. ETF 10.2 20 18 5.4 -4.4
FDLO Fidelity Low Volatility Factor ETF 10.2 29 9 5.4 -4.3
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 10.2 12 26 5.1 -4.6
IWB iShares Russell 1000 ETF 10.2 15 23 5.4 -4.3
VONE Vanguard Russell 1000 ETF 10.2 8 30 5.5 -4.3
SPGP Invesco S&P 500 GARP ETF 10.2 36 2 8.9 -0.8
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 10.2 17 21 7.4 -2.3
SUSA iShares MSCI USA ESG Select ETF 10.2 25 13 5.5 -4.2
ILCB iShares Morningstar U.S. Equity ETF 10.1 3 35 5.5 -4.2
QVML Invesco S&P 500 QVM Multi-factor ETF 10.1 11 27 5.6 -4.1
SCHX Schwab U.S. Large-Cap ETF 10.1 3 35 5.6 -4.2
PJP Invesco Dynamic Pharmaceuticals ETF 10.1 58 -20 6.6 -3.1
ESG FlexShares STOXX US ESG Impact Index Fund 10.1 32 6 5.3 -4.4
SCHK Schwab 1000 Index ETF 10.1 5 33 5.6 -4.2
VV Vanguard Large-Cap Index Fund 10.1 4 34 5.5 -4.3
FLV American Century Focused Large Cap Value ETF 10.0 42 -4 6.5 -3.2
PBUS Invesco PureBeta MSCI USA ETF 10.0 4 34 5.5 -4.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 10.0 2 36 5.5 -4.2
RSPF Invesco S&P 500 Equal Weight Financials ETF 10.0 40 -2 7.4 -2.4
DFAU Dimensional US Core Equity Market ETF 10.0 12 26 5.7 -4.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 10.0 18 20 6.3 -3.4
VSLU Applied Finance Valuation Large Cap ETF 10.0 49 -11 6.4 -3.4
STRV Strive 500 ETF 9.9 5 33 5.5 -4.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 9.9 11 27 5.5 -4.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 9.9 9 29 6.3 -3.4
WTV WisdomTree US Value Fund 9.8 12 26 9.2 -0.6
FXO First Trust Financials AlphaDEX Fund 9.8 62 -24 9.9 +0.2
ONEO SPDR Russell 1000 Momentum Focus ETF 9.8 20 18 7.4 -2.3
VHT Vanguard Health Care Index Fund 9.7 10 28 6.1 -3.7
OEF iShares S&P 100 ETF 9.7 20 18 5.2 -4.5
VOTE Engine No. 1 Transform 500 ETF 9.7 5 33 5.5 -4.3
SPMV Invesco S&P 500 Minimum Variance ETF 9.7 10 28 5.8 -3.9
FHLC Fidelity MSCI Health Care Index ETF 9.7 8 30 6.1 -3.6
KBWB Invesco KBW Bank ETF 9.7 35 3 10.6 +0.9
ADME Aptus Drawdown Managed Equity ETF 9.6 79 -41 4.8 -5.0
KRUZ Unusual Whales Subversive Republican Trading ETF 9.6 75 -37 4.1 -5.6
CATH Global X S&P 500 Catholic Values Custom ETF 9.6 29 9 5.4 -4.4
NOBL ProShares S&P 500 Dividend Aristocrats ETF 9.6 35 3 6.5 -3.3
VDNI V-Shares US Leadership Diversity ETF 9.6 29 9 5.7 -4.0
EZM WisdomTree U.S. MidCap Earnings Fund 9.5 38 0 10.4 +0.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 9.5 20 18 7.1 -2.6
ISCB iShares Morningstar Small-Cap ETF 9.5 4 34 5.2 -4.6
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 9.4 46 -8 8.8 -1.0
VRAI Virtus Real Asset Income ETF 9.4 55 -17 9.2 -0.6
SCHA Schwab U.S. Small-Cap ETF 9.4 4 34 5.1 -4.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 9.4 7 31 5.5 -4.3
SPXN ProShares S&P 500 Ex-Financials ETF 9.4 9 29 5.6 -4.1
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 9.4 69 -31 5.6 -4.1
TTAC TrimTabs US Free Cash Flow Quality ETF 9.3 59 -21 6.2 -3.5
IWM iShares Russell 2000 ETF 9.3 19 19 3.8 -5.9
VALQ American Century STOXX U.S. Quality Value ETF 9.3 29 9 8.0 -1.7
VTWO Vanguard Russell 2000 Index Fund 9.3 10 28 3.9 -5.8
DGT SPDR Global Dow ETF 9.3 50 -12 6.4 -3.4
VB Vanguard Small-Cap ETF 9.3 5 33 5.7 -4.0
HAPI Harbor Corporate Culture ETF 9.3 36 2 5.1 -4.6
IGF iShares Global Infrastructure ETF 9.3 41 -3 5.0 -4.8
GII SPDR S&P Global Infrastructure ETF 9.3 40 -2 5.1 -4.6
GDIV Harbor Dividend Growth Leaders ETF 9.3 50 -12 6.1 -3.6
LRND IQ U.S. Large Cap R&D Leaders ETF 9.2 14 24 6.8 -2.9
FQAL Fidelity Quality Factor ETF 9.2 29 9 5.8 -3.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 9.2 65 -27 4.4 -5.4
AVUV Avantis U.S. Small Cap Value ETF 9.2 25 13 10.2 +0.4
DSTL Distillate US Fundamental Stability & Value ETF 9.2 39 -1 7.5 -2.3
DFUS Dimensional U.S. Equity ETF 9.1 9 29 5.5 -4.3
VUSE Vident Core US Equity Fund 9.1 50 -12 5.9 -3.9
ECLN First Trust EIP Carbon Impact ETF 9.1 96 -58 5.2 -4.6
FNDA Schwab Fundamental U.S. Small Co. Index ETF 9.0 25 13 6.9 -2.8
QLV FlexShares US Quality Low Volatility Index Fund 9.0 22 16 5.1 -4.6
FSMD Fidelity Small-Mid Factor ETF 9.0 29 9 7.7 -2.0
SAMT Strategas Macro Thematic Opportunities ETF 9.0 65 -27 3.7 -6.0
CGDV Capital Group Dividend Value ETF 9.0 33 5 6.0 -3.7
RNMC Mid Cap US Equity Select ETF 8.9 60 -22 8.8 -1.0
HKND Humankind US Stock ETF 8.9 11 27 6.7 -3.0
MGC Vanguard Mega Cap Index Fund 8.9 7 31 5.3 -4.4
GNR SPDR S&P Global Natural Resources ETF 8.8 40 -2 9.2 -0.5
RVRB Reverb ETF 8.7 30 8 5.3 -4.4
LGLV SPDR Russell 1000 Low Volatility ETF 8.7 12 26 5.5 -4.2
TXS Texas Capital Texas Equity Index ETF 8.7 49 -11 5.6 -4.1
CVAR Cultivar ETF 8.7 87 -49 7.6 -2.1
HLGE Hartford Longevity Economy ETF 8.7 44 -6 6.9 -2.8
IWL iShares Russell Top 200 ETF 8.7 15 23 5.2 -4.5
BFOR Barron's 400 ETF 8.6 65 -27 7.9 -1.9
APUE ActivePassive U.S. Equity ETF 8.6 33 5 5.4 -4.3
DIA SPDR Dow Jones Industrial Average ETF Trust 8.6 16 22 6.0 -3.7
PPH VanEck Pharmaceutical ETF 8.6 36 2 11.6 +1.9
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 8.6 20 18 5.4 -4.3
GDVD R3 Global Dividend Growth ETF 8.6 88 -50 6.0 -3.7
BKLC BNY Mellon US Large Cap Core Equity ETF 8.5 0 38 5.4 -4.4
ETHO Etho Climate Leadership U.S. ETF 8.5 47 -9 5.0 -4.8
BKSE BNY Mellon US Small Cap Core Equity ETF 8.4 4 34 6.1 -3.7
DSI iShares MSCI KLD 400 Social ETF 8.4 25 13 5.5 -4.2
SPXE ProShares S&P 500 Ex-Energy ETF 8.4 9 29 5.5 -4.2
SIXL 6 Meridian Low Beta Equity Strategy ETF 8.4 80 -42 5.5 -4.2
NDIV Amplify Natural Resources Dividend Income ETF 8.3 59 -21 9.9 +0.2
SNPE Xtrackers S&P 500 ESG ETF 8.3 10 28 5.6 -4.2
TOKE Cambria Cannabis ETF 8.3 42 -4 -29.5 -39.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 8.3 10 28 5.9 -3.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 8.3 29 9 6.8 -3.0
STXD Strive 1000 Dividend Growth ETF 8.3 35 3 5.7 -4.0
KXI iShares Global Consumer Staples ETF 8.2 41 -3 5.6 -4.1
SYLD Cambria Shareholder Yield ETF 8.2 59 -21 11.8 +2.1
BBLU EA Bridgeway Blue Chip ETF 8.2 15 23 6.1 -3.7
SCHM Schwab U.S. Mid-Cap ETF 8.2 4 34 6.7 -3.0
DFSV Dimensional US Small Cap Value ETF 8.2 31 7 9.1 -0.7
EMLP First Trust North American Energy Infrastructure Fund 8.1 95 -57 5.6 -4.1
DUHP Dimensional US High Profitability ETF 8.0 21 17 7.6 -2.2
QWLD SPDR MSCI World StrategicFactors ETF 8.0 30 8 6.1 -3.7
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 8.0 29 9 8.4 -1.4
NULC Nuveen ESG Large-Cap ETF 8.0 21 17 5.5 -4.2
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 8.0 17 21 5.7 -4.1
WLDR Affinity World Leaders Equity ETF 7.9 67 -29 8.8 -1.0
NVIR Horizon Kinetics Energy and Remediation ETF 7.9 85 -47 0.4 -9.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 7.9 9 29 4.0 -5.7
TPLC Timothy Plan US Large Cap Core ETF 7.8 52 -14 6.1 -3.7
MOAT VanEck Morningstar Wide Moat ETF 7.8 46 -8 6.0 -3.7
PUI Invesco DWA Utilities Momentum ETF 7.8 60 -22 6.0 -3.7
IXJ iShares Global Healthcare ETF 7.8 42 -4 6.8 -3.0
SNPG Xtrackers S&P 500 Growth ESG ETF 7.7 15 23 5.3 -4.5
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 7.7 40 -2 7.4 -2.3
ACWV iShares MSCI Global Min Vol Factor ETF 7.7 20 18 6.6 -3.1
VEGN US Vegan Climate ETF 7.7 60 -22 4.9 -4.9
VXF Vanguard Extended Market Index Fund 7.7 6 32 3.9 -5.8
IQSU IQ Candriam ESG US Equity ETF 7.6 9 29 5.0 -4.7
IUSG iShares Core S&P US Growth ETF 7.6 4 34 5.7 -4.0
HLAL Wahed FTSE USA Shariah ETF 7.6 50 -12 5.2 -4.6
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 7.6 45 -7 5.9 -3.9
AVSC Avantis U.S Small Cap Equity ETF 7.6 25 13 5.4 -4.3
RNSC Small Cap US Equity Select ETF 7.6 60 -22 8.6 -1.2
IVW iShares S&P 500 Growth ETF 7.6 18 20 5.5 -4.2
SPYG SPDR Portfolio S&P 500 Growth ETF 7.5 4 34 5.7 -4.1
VOOG Vanguard S&P 500 Growth ETF 7.5 10 28 5.6 -4.1
EQUL IQ Engender Equality ETF 7.5 45 -7 6.5 -3.3
KRMA Global X Conscious Companies ETF 7.5 43 -5 5.8 -4.0
STXK Strive Small-Cap ETF 7.5 18 20 5.6 -4.2
KOKU Xtrackers MSCI Kokusai Equity ETF 7.4 9 29 5.7 -4.1
KNCT Invesco Next Gen Connectivity ETF 7.4 63 -25 5.7 -4.1
MDY SPDR S&P Midcap 400 ETF Trust 7.3 23 15 7.5 -2.2
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 7.3 35 3 7.9 -1.9
XVV iShares ESG Screened S&P 500 ETF 7.3 8 30 5.5 -4.3
FNX First Trust Mid Cap Core AlphaDEX Fund 7.3 59 -21 7.8 -1.9
IVOO Vanguard S&P Mid-Cap 400 ETF 7.3 10 28 7.7 -2.1
SPMD SPDR Portfolio Mid Cap ETF 7.3 3 35 7.7 -2.0
IJH iShares Core S&P Mid-Cap ETF 7.3 5 33 7.7 -2.1
IEO iShares U.S. Oil & Gas Exploration & Production ETF 7.3 40 -2 10.2 +0.5
SFYX Sofi Next 500 ETF 7.3 0 38 6.0 -3.8
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 7.2 49 -11 5.6 -4.2
JMOM JPMorgan U.S. Momentum Factor ETF 7.2 12 26 5.5 -4.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 7.2 24 14 8.4 -1.4
CVY Invesco Zacks Multi-Asset Income ETF 7.2 100 -62 11.8 +2.0
DFSU Dimensional US Sustainability Core 1 ETF 7.2 18 20 6.0 -3.7
VIOO Vanguard S&P Small-Cap 600 ETF 7.2 10 28 7.9 -1.8
IJR iShares Core S&P Small Cap ETF 7.2 6 32 8.2 -1.5
SPSM SPDR Portfolio S&P 600 Small Cap ETF 7.2 3 35 8.3 -1.5
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 7.1 20 18 6.2 -3.5
FTCS First Trust Capital Strength ETF 7.1 55 -17 6.4 -3.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 7.1 39 -1 4.2 -5.5
DEIF Sterling Capital Diverse Multi-Manager Active ETF 7.0 65 -27 5.0 -4.8
OALC OneAscent Large Cap Core ETF 6.9 82 -44 6.7 -3.1
TOK iShares MSCI Kokusai ETF 6.9 25 13 5.4 -4.3
IOO iShares Global 100 ETF 6.8 41 -3 4.8 -4.9
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 6.8 49 -11 5.3 -4.5
ESGG FlexShares STOXX Global ESG Impact Index Fund 6.8 42 -4 5.4 -4.3
TPSC Timothy Plan US Small Cap Core ETF 6.8 52 -14 8.1 -1.6
FNK First Trust Mid Cap Value AlphaDEX Fund 6.7 70 -32 11.7 +2.0
GLIF AGFiQ Global Infrastructure ETF 6.7 45 -7 5.2 -4.5
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 6.7 15 23 5.9 -3.9
EES WisdomTree SmallCap Earnings Fund 6.7 38 0 11.2 +1.4
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 6.7 35 3 8.4 -1.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 6.7 25 13 6.2 -3.5
ESGV Vanguard ESG U.S. Stock ETF 6.7 9 29 5.3 -4.4
IYZ iShares U.S. Telecommunications ETF 6.6 40 -2 10.4 +0.7
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 6.6 60 -22 7.9 -1.9
FYX First Trust Small Cap Core AlphaDEX Fund 6.6 61 -23 8.6 -1.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 6.6 15 23 8.3 -1.4
XLG Invesco S&P 500 Top 50 ETF 6.6 20 18 4.9 -4.8
QVAL Alpha Architect U.S. Quantitative Value ETF 6.6 39 -1 11.5 +1.8
NETZ Engine No 1 Transform Climate ETF 6.5 75 -37 3.9 -5.9
URTH iShares MSCI World ETF 6.5 24 14 5.5 -4.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 6.5 7 31 6.0 -3.7
OUSA ALPS O'Shares U.S. Quality Dividend ETF 6.5 48 -10 6.4 -3.3
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.4 60 -22 5.9 -3.8
PINK Simplify Health Care ETF 6.4 50 -12 5.8 -3.9
USXF iShares ESG Advanced MSCI USA ETF 6.4 10 28 5.4 -4.3
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 6.4 15 23 7.4 -2.4
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 6.4 60 -22 9.6 -0.1
XTL SPDR S&P Telecom ETF 6.3 35 3 9.3 -0.4
SLYV SPDR S&P 600 Small Cap Value ETF 6.3 15 23 9.3 -0.4
VIOV Vanguard S&P Small-Cap 600 Value ETF 6.3 15 23 9.0 -0.7
IJS iShares S&P Small-cap 600 Value ETF 6.3 18 20 9.3 -0.4
BUZZ VanEck Social Sentiment ETF 6.3 75 -37 1.9 -7.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 6.3 39 -1 10.6 +0.8
IXG iShares Global Financials ETF 6.3 42 -4 6.9 -2.9
VIG Vanguard Dividend Appreciation Index Fund 6.3 6 32 5.9 -3.8
SMDY Syntax Stratified MidCap ETF 6.2 35 3 7.4 -2.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 6.2 39 -1 6.2 -3.6
JEPI JPMorgan Equity Premium Income ETF 6.2 35 3 5.7 -4.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 6.2 9 29 5.7 -4.1
IAT iShares U.S. Regional Banks ETF 6.2 40 -2 11.9 +2.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 6.2 49 -11 4.9 -4.8
SUSL iShares ESG MSCI USA Leaders ETF 6.1 10 28 5.5 -4.3
EQRR ProShares Equities for Rising Rates ETF 6.1 35 3 8.4 -1.4
GDEF Goldman Sachs Defensive Equity ETF 6.1 55 -17 5.2 -4.6
FTXO First Trust Nasdaq Bank ETF 6.1 60 -22 11.9 +2.1
VFQY Vanguard U.S. Quality Factor ETF 6.1 13 25 7.3 -2.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 6.1 15 23 7.8 -1.9
TMDV ProShares Russell US Dividend Growers ETF 6.1 35 3 6.6 -3.1
PXE Invesco Dynamic Energy Exploration & Production ETF 6.1 63 -25 13.8 +4.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 6.1 10 28 5.5 -4.3
TPHE Timothy Plan High Dividend Stock Enhanced ETF 6.1 54 -16 6.7 -3.0
SSLY Syntax Stratified SmallCap ETF 6.1 40 -2 8.0 -1.8
DBLV AdvisorShares DoubleLine Value Equity ETF 6.1 90 -52 8.1 -1.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 6.0 15 23 8.5 -1.2
MDYV SPDR S&P 400 Mid Cap Value ETF 6.0 15 23 8.6 -1.1
IJJ iShares S&P Mid-Cap 400 Value ETF 6.0 18 20 8.6 -1.2
RWK Invesco S&P MidCap 400 Revenue ETF 6.0 39 -1 9.2 -0.5
MMTM SPDR S&P 1500 Momentum Tilt ETF 6.0 12 26 5.0 -4.8
QUAL iShares MSCI Usa Quality Factor ETF 6.0 15 23 6.2 -3.6
FIVG Defiance Next Gen Connectivity ETF 6.0 30 8 6.9 -2.9
CSB VictoryShares US Small Cap High Dividend Volatility Wtd Idx 6.0 35 3 9.6 -0.2
CGUS Capital Group Core Equity ETF 6.0 33 5 5.3 -4.5
PKW Invesco Buyback Achievers ETF 5.9 64 -26 7.9 -1.8
MTUM iShares MSCI USA Momentum Factor ETF 5.9 15 23 5.0 -4.8
FCG First Trust Natural Gas ETF 5.8 60 -22 9.9 +0.2
NANC Unusual Whales Subversive Democratic Trading ETF 5.8 75 -37 4.3 -5.4
BLES Inspire Global Hope Large Cap ETF 5.8 61 -23 6.4 -3.3
ACWI iShares MSCI ACWI ETF 5.8 32 6 5.6 -4.1
FDIV MarketDesk Focused U.S. Dividend ETF 5.8 35 3 9.6 -0.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 5.8 30 8 4.8 -5.0
YLDE ClearBridge Dividend Strategy ESG ETF 5.7 60 -22 5.4 -4.3
MBOX Freedom Day Dividend ETF 5.7 39 -1 8.5 -1.3
XJR iShares ESG Screened S&P Small-Cap ETF 5.7 12 26 7.6 -2.1
COWS Amplify Cash Flow Dividend Leaders ETF 5.7 0 38 12.3 +2.5
LEGR First Trust Indxx Innovative Transaction & Process ETF 5.6 65 -27 8.4 -1.3
CSML IQ Chaikin U.S. Small Cap ETF 5.5 35 3 5.7 -4.1
XJH iShares ESG Screened S&P Mid-Cap ETF 5.5 12 26 7.7 -2.1
VT Vanguard Total World Stock ETF 5.5 7 31 5.2 -4.6
KRE SPDR S&P Regional Banking ETF 5.4 35 3 10.6 +0.9
DIVS SmartETFs Dividend Builder ETF 5.4 65 -27 5.1 -4.7
BIBL Inspire ETF 5.4 35 3 5.3 -4.4
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.4 45 -7 6.4 -3.3
JOET Virtus Terranova US Quality Momentum ETF 5.4 29 9 6.1 -3.7
VSDA VictoryShares Dividend Accelerator ETF 5.4 35 3 6.5 -3.2
PSC Principal U.S. Small Cap Index ETF 5.4 38 0 8.5 -1.2
IQRA IQ CBRE Real Assets ETF 5.4 65 -27 5.7 -4.0
LCF Touchstone US Large Cap Focused ETF 5.3 69 -31 4.6 -5.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 5.3 35 3 5.6 -4.1
AIQ Global X Future Analytics Tech ETF 5.3 68 -30 4.0 -5.8
IETC iShares Evolved U.S. Technology ETF 5.3 18 20 4.8 -4.9
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 5.3 58 -20 5.4 -4.3
FTC First Trust Large Cap Growth AlphaDEX Fund 5.3 59 -21 3.6 -6.2
ROSC Hartford Multifactor Small Cap ETF 5.2 34 4 10.3 +0.6
TDIV First Trust NASDAQ Technology Dividend Index Fund 5.2 50 -12 6.3 -3.5
SVAL iShares US Small Cap Value Factor ETF 5.2 20 18 11.6 +1.8
ISMD Inspire Small/Mid Cap Impact ETF 5.2 54 -16 6.1 -3.6
FREL Fidelity MSCI Real Estate Index ETF 5.2 8 30 7.3 -2.4
VNQ Vanguard REIT Index Fund 5.2 12 26 7.3 -2.5
WRND IQ Global Equity R&D Leaders ETF 5.2 18 20 7.2 -2.5
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 5.1 25 13 9.2 -0.6
SCHH Schwab U.S. REIT ETF 5.1 7 31 7.6 -2.1
DFAR Dimensional US Real Estate ETF 5.1 19 19 7.3 -2.5
DFGR Dimensional Global Real Estate ETF 5.1 22 16 6.9 -2.8
LSAF LeaderShares AlphaFactor US Core Equity ETF 5.1 75 -37 7.5 -2.3
NVQ QRAFT AI-Enhanced US Next Value ETF 5.1 81 -43 9.9 +0.2
UTES Virtus Reaves Utilities ETF 5.0 49 -11 6.3 -3.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 5.0 63 -25 2.6 -7.1
SMMD iShares Russell 2500 ETF 5.0 15 23 6.2 -3.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 5.0 10 28 5.0 -4.7
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 5.0 12 26 7.9 -1.8
FYT First Trust Small Cap Value AlphaDEX Fund 5.0 73 -35 14.6 +4.9
FMIL Fidelity New Millennium ETF 4.9 59 -21 4.4 -5.3
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 4.9 47 -9 5.6 -4.2
MOTE VanEck Morningstar ESG Moat ETF 4.9 49 -11 5.8 -3.9
WFH Direxion Work From Home ETF 4.9 45 -7 0.0 -9.7
KOIN Innovation Shares NextGen Protocol ETF 4.9 75 -37 5.6 -4.1
RSPH Invesco S&P 500 Equal Weight Health Care ETF 4.8 40 -2 7.9 -1.9
MEDI Harbor Health Care ETF 4.8 80 -42 -0.8 -10.5
NZUS SPDR MSCI USA Climate Paris Aligned ETF 4.8 10 28 5.0 -4.7
ZECP Zacks Earnings Consistent Portfolio ETF 4.8 55 -17 5.3 -4.4
SKYY First Trust Cloud Computing ETF 4.7 60 -22 3.1 -6.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 4.7 75 -37 6.4 -3.3
BAD B.A.D. ETF 4.7 75 -37 -4.3 -14.0
VCLN Virtus Duff & Phelps Clean Energy ETF 4.7 59 -21 3.8 -6.0
USRT iShares Core U.S. REIT ETF 4.6 8 30 7.6 -2.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 4.6 12 26 5.5 -4.3
IYR iShares U.S. Real Estate ETF 4.6 40 -2 7.1 -2.6
AVRE Avantis Real Estate ETF 4.6 17 21 6.4 -3.3
FRI First Trust S&P REIT Index Fund 4.6 50 -12 7.2 -2.5
HOMZ Hoya Capital Housing ETF 4.6 30 8 8.4 -1.3
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 4.6 11 27 7.6 -2.1
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 4.6 60 -22 7.2 -2.6
WCEO Hypatia Women CEO ETF 4.5 85 -47 6.2 -3.6
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 4.5 61 -23 -2.0 -11.8
SNSR Global X Internet of Things Thematic ETF 4.4 68 -30 4.0 -5.7
FOVL iShares Focused Value Factor ETF 4.4 25 13 10.9 +1.1
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 4.4 68 -30 2.8 -6.9
LNGG Roundhill Alerian LNG ETF 4.4 65 -27 8.9 -0.8
KCE SPDR S&P Capital Markets ETF 4.4 35 3 7.8 -2.0
PSR Invesco Active U.S. Real Estate Fund 4.4 35 3 6.8 -3.0
DFNL Davis Select Financial ETF 4.4 63 -25 8.0 -1.7
ERET iShares Environmentally Aware Real Estate ETF 4.4 30 8 7.0 -2.7
JHSC John Hancock Multifactor Small Cap ETF 4.4 42 -4 6.2 -3.5
REET iShares Global REIT ETF 4.4 14 24 7.2 -2.5
FDMO Fidelity Momentum Factor ETF 4.4 29 9 4.2 -5.6
MIDE Xtrackers S&P MidCap 400 ESG ETF 4.3 15 23 8.2 -1.6
SQEW LeaderShares Equity Skew ETF 4.3 75 -37 4.9 -4.8
NUMV Nuveen ESG Mid-Cap Value ETF 4.3 31 7 8.0 -1.7
VIRS Pacer BioThreat Strategy ETF 4.3 70 -32 6.7 -3.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 4.3 15 23 6.8 -2.9
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 4.3 39 -1 5.1 -4.6
MDYG SPDR S&P 400 Mid Cap Growth ETF 4.3 15 23 6.8 -3.0
IJK iShares S&P Mid-Cap 400 Growth ETF 4.3 17 21 6.8 -3.0
FXH First Trust Health Care AlphaDEX Fund 4.2 61 -23 8.5 -1.2
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 4.2 50 -12 3.2 -6.5
SFYF SoFi 50 ETF 4.2 29 9 -0.7 -10.4
ACSI American Customer Satisfaction Core Alpha ETF 4.2 65 -27 5.4 -4.3
AFMC First Trust Active Factor Mid Cap ETF 4.2 65 -27 8.9 -0.8
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 4.1 60 -22 10.7 +1.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 4.1 20 18 5.9 -3.9
CZA Invesco Zacks Mid-Cap ETF 4.1 69 -31 6.6 -3.1
XLK Technology Select Sector SPDR Fund 4.0 10 28 5.6 -4.2
BSVO EA Bridgeway Omni Small-Cap Value ETF 4.0 47 -9 9.5 -0.3
RWR SPDR Dow Jones REIT ETF 4.0 25 13 7.2 -2.5
RWO SPDR Dow Jones Global Real Estate ETF 4.0 50 -12 6.6 -3.1
MOTG VanEck Morningstar Global Wide Moat ETF 4.0 52 -14 6.2 -3.5
XDNA Strategic CRISPR & Gene Editing Technology ETF 4.0 78 -40 -2.7 -12.4
PSET Principal Price Setters Index ETF 4.0 15 23 6.0 -3.8
FCOM Fidelity MSCI Telecommunication Services Index ETF 4.0 8 30 6.1 -3.7
PPTY PPTY-U.S. Diversified Real Estate ETF 4.0 53 -15 7.0 -2.7
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 4.0 38 0 10.4 +0.7
XNTK SPDR NYSE Technology ETF 3.9 35 3 4.1 -5.6
AIEQ AI Powered Equity ETF 3.9 75 -37 4.0 -5.8
VOX Vanguard Telecommunication Services Index Fund 3.9 10 28 6.3 -3.4
CAML Congress Large Cap Growth ETF 3.9 66 -28 4.0 -5.7
BRNY Burney U.S. Factor Rotation ETF 3.9 79 -41 6.2 -3.5
NXTG First Trust Indxx NextG ETF 3.9 87 -49 5.5 -4.2
DVLU First Trust Dorsey Wright Momentum & Value ETF 3.9 60 -22 11.6 +1.9
FXG First Trust Consumer Staples AlphaDEX Fund 3.9 63 -25 7.0 -2.7
SPHB Invesco S&P 500 High Beta ETF 3.9 25 13 5.8 -3.9
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 3.8 20 18 5.4 -4.3
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 3.8 36 2 6.7 -3.1
IGN iShares North American Tech-Multimedia Networking ETF 3.8 41 -3 7.8 -1.9
TRFK Pacer Data and Digital Revolution ETF 3.8 60 -22 4.4 -5.3
CIBR First Trust NASDAQ CEA Cybersecurity ETF 3.8 60 -22 3.8 -5.9
FDN First Trust Dow Jones Internet Index Fund 3.8 52 -14 2.0 -7.7
ABEQ Absolute Core Strategy ETF 3.8 85 -47 4.8 -5.0
SMLE Xtrackers S&P SmallCap 600 ESG ETF 3.8 15 23 7.6 -2.2
ESIX SPDR S&P SmallCap 600 ESG ETF 3.8 12 26 7.6 -2.1
XLRE The Real Estate Select Sector SPDR Fund 3.8 10 28 7.1 -2.7
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 3.8 40 -2 7.3 -2.4
ANEW ProShares MSCI Transformational Changes ETF 3.7 45 -7 4.7 -5.0
HART IQ Healthy Hearts ETF 3.7 45 -7 5.7 -4.0
IHE iShares U.S. Pharmaceuticals ETF 3.7 40 -2 8.7 -1.0
XPH SPDR S&P Pharmaceuticals ETF 3.7 35 3 5.5 -4.2
KONG Formidable Fortress ETF 3.7 89 -51 6.7 -3.0
IMCG iShares Morningstar Mid-Cap Growth ETF 3.7 6 32 4.5 -5.2
XPND First Trust Expanded Technology ETF 3.7 65 -27 4.8 -4.9
NUSC Nuveen ESG Small-Cap ETF 3.7 31 7 5.6 -4.1
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 3.7 45 -7 4.3 -5.4
QQQ Invesco QQQ Trust 3.7 20 18 5.1 -4.6
QQQM Invesco NASDAQ 100 ETF 3.7 15 23 5.2 -4.6
OUSM ALPS O'Shares Russell Small Cap Quality Dividend ETF 3.6 48 -10 8.1 -1.6
HACK ETFMG Prime Cyber Security ETF 3.6 60 -22 3.9 -5.9
XLC Communication Services Select Sector SPDR Fund 3.6 10 28 7.5 -2.3
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 3.6 40 -2 8.4 -1.3
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 3.6 42 -4 8.5 -1.3
IXP iShares Global Comm Services ETF 3.6 42 -4 5.6 -4.1
IGM iShares Expanded Tech Sector ETF 3.6 41 -3 5.0 -4.8
NTZG Nuveen Global Net Zero Transition ETF 3.6 55 -17 5.2 -4.5
ICF iShares Cohen & Steers REIT ETF 3.5 33 5 7.0 -2.8
ZIG The Acquirers Fund 3.5 84 -46 18.0 +8.3
QQMG Invesco ESG NASDAQ 100 ETF 3.5 20 18 5.3 -4.4
RYJ Invesco Raymond James SB-1 Equity ETF 3.5 81 -43 3.8 -5.9
IJT iShares S&P Small-Cap 600 Growth ETF 3.5 25 13 6.8 -2.9
VIOG Vanguard S&P Small-Cap 600 Growth ETF 3.5 15 23 6.8 -2.9
SLYG SPDR S&P 600 Small Cap Growth ETF 3.5 15 23 6.9 -2.8
GLOF iShares Global Equity Factor ETF 3.4 20 18 7.2 -2.5
IQSM IQ Candriam ESG U.S. Mid Cap Equity ETF 3.4 15 23 6.6 -3.1
RSPT Invesco S&P 500 Equal Weight Technology ETF 3.4 40 -2 6.2 -3.6
LVOL American Century Low Volatility ETF 3.4 29 9 5.3 -4.4
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 3.3 75 -37 6.7 -3.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 3.3 80 -42 6.8 -3.0
AGNG Global X Aging Population ETF 3.3 50 -12 3.9 -5.8
SMDV ProShares Russell 2000 Dividend Growers ETF 3.3 40 -2 7.5 -2.2
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 3.3 21 17 4.1 -5.7
CRED Columbia Research Enhanced Real Estate ETF 3.3 33 5 7.4 -2.3
VAMO Cambria Value & Momentum ETF 3.2 61 -23 11.4 +1.7
GQRE FlexShares Global Quality Real Estate Index Fund 3.2 45 -7 7.1 -2.6
PSCF Invesco S&P SmallCap Financials ETF 3.2 29 9 9.9 +0.2
BNE Blue Horizon BNE ETF 3.2 87 -49 4.2 -5.6
VOT Vanguard Mid-Cap Growth Index Fund 3.2 7 31 4.7 -5.0
VGT Vanguard Information Technology Index Fund 3.1 10 28 5.0 -4.7
SMOT VanEck Morningstar SMID Moat ETF 3.1 49 -11 7.6 -2.1
VNMC Natixis Vaughan Nelson Mid Cap ETF 3.1 85 -47 5.4 -4.4
SMCP AlphaMark Actively Managed Small Cap ETF 3.1 90 -52 0.0 -9.7
AFSM First Trust Active Factor Small Cap ETF 3.1 77 -39 9.2 -0.5
FTEC Fidelity MSCI Information Technology Index ETF 3.1 8 30 5.1 -4.7
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.0 60 -22 7.3 -2.4
IVRA Invesco Real Assets ESG ETF 3.0 59 -21 6.9 -2.8
RFFC RiverFront Dynamic US Flex-Cap ETF 3.0 48 -10 5.1 -4.6
IXN iShares Global Tech ETF 2.9 41 -3 4.7 -5.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.9 15 23 5.9 -3.8
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 2.9 58 -20 4.9 -4.9
WDNA WisdomTree BioRevolution Fund 2.8 45 -7 -5.7 -15.4
WDIV SPDR Global Dividend ETF 2.8 40 -2 9.6 -0.1
FDIS Fidelity MSCI Consumer Discretionary Index ETF 2.8 8 30 4.7 -5.0
VCR Vanguard Consumer Discretionary Index Fund 2.8 10 28 4.6 -5.2
FXD First Trust Consumer Discretionary AlphaDEX Fund 2.8 61 -23 5.5 -4.3
VTWG Vanguard Russell 2000 Growth Index Fund 2.8 15 23 1.3 -8.5
IWO iShares Russell 2000 Growth ETF 2.8 24 14 1.2 -8.6
FMAT Fidelity MSCI Materials Index ETF 2.7 8 30 6.9 -2.9
FDWM Fidelity Women's Leadership ETF 2.7 59 -21 5.7 -4.0
PEXL Pacer US Export Leaders ETF 2.7 60 -22 5.3 -4.4
QABA First Trust NASDAQ ABA Community Bank Index Fund 2.7 60 -22 9.4 -0.3
IYC iShares U.S. Consumer Services ETF 2.7 40 -2 4.1 -5.7
BLOK Amplify Transformational Data Sharing ETF 2.7 75 -37 -0.8 -10.6
VAW Vanguard Materials Index Fund 2.7 10 28 6.7 -3.0
XMLV Invesco S&P MidCap Low Volatility ETF 2.7 25 13 7.0 -2.7
MEME Roundhill MEME ETF 2.6 69 -31 -7.1 -16.9
IBLC iShares Blockchain and Tech ETF 2.6 47 -9 -30.7 -40.4
RIET Hoya Capital High Dividend Yield ETF 2.6 50 -12 13.7 +4.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.6 60 -22 7.4 -2.3
BKUS BNY Mellon Sustainable US Equity ETF 2.6 50 -12 4.6 -5.2
MVPS Amplify Thematic All-Stars ETF 2.6 49 -11 2.0 -7.8
HAPY Harbor Corporate Culture Leaders ETF 2.6 50 -12 3.7 -6.0
XBI SPDR S&P BIOTECH ETF 2.6 35 3 -3.6 -13.3
TPYP Tortoise North American Pipeline Fund 2.5 40 -2 5.2 -4.5
LEAD Siren DIVCON Leaders Dividend ETF 2.5 43 -5 5.9 -3.8
VFMO Vanguard U.S. Momentum Factor ETF 2.5 13 25 2.7 -7.0
DUSA Davis Select U.S. Equity ETF 2.5 61 -23 8.5 -1.3
KBWR Invesco KBW Regional Banking ETF 2.4 35 3 10.4 +0.7
DSMC Distillate Small/Mid Cash Flow ETF 2.4 55 -17 12.3 +2.6
SQLV Legg Mason Small-Cap Quality Value 2.4 60 -22 9.6 -0.1
GERM ETFMG Treatments Testing and Advancements ETF 2.4 68 -30 -8.3 -18.0
RDOG ALPS REIT Dividend Dogs ETF 2.4 35 3 13.5 +3.8
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 2.4 75 -37 4.7 -5.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.4 58 -20 6.5 -3.3
DFND Siren DIVCON Dividend Defender ETF 2.4 189 -151 5.0 -4.8
XMVM Invesco S&P MidCap Value with Momentum ETF 2.4 39 -1 10.1 +0.3
ISCG iShares Morningstar Small-Cap Growth ETF 2.4 6 32 2.0 -7.8
CHAT Roundhill Generative AI & Technology ETF 2.3 75 -37 2.5 -7.3
BTHM BlackRock Future U.S. Themes ETF 2.3 60 -22 5.1 -4.7
FPRO Fidelity Real Estate Investment ETF 2.3 59 -21 5.7 -4.0
KOCG FIS Knights of Columbus Global Belief ETF 2.3 75 -37 5.2 -4.5
SAGP Strategas Global Policy Opportunities ETF 2.3 65 -27 4.5 -5.2
IBBQ Invesco Nasdaq Biotechnology ETF 2.3 19 19 0.1 -9.6
PRVT Private Real Estate Strategy via Liquid REITs ETF 2.3 59 -21 7.3 -2.4
IAK iShares U.S. Insurance ETF 2.3 39 -1 5.3 -4.4
FPAG FPA Global Equity ETF 2.2 49 -11 5.5 -4.3
IAI iShares U.S. Broker-Dealers ETF 2.2 40 -2 6.5 -3.3
RZV Invesco S&P Smallcap 600 Pure Value ETF 2.1 35 3 11.2 +1.5
PXI Invesco DWA Energy Momentum ETF 2.1 60 -22 6.2 -3.6
SPMO Invesco S&P 500 Momentum ETF 2.1 13 25 4.7 -5.1
ROOF IQ US Real Estate Small Cap ETF 2.0 60 -22 8.3 -1.5
IEDI iShares Evolved U.S. Discretionary Spending ETF 2.0 18 20 5.1 -4.7
XSLV Invesco S&P SmallCap Low Volatility ETF 2.0 25 13 6.6 -3.1
PBE Invesco Dynamic Biotechnology & Genome ETF 2.0 59 -21 1.6 -8.2
GDOC Goldman Sachs Future Health Care Equity ETF 2.0 75 -37 3.0 -6.7
IBB iShares NASDAQ Biotechnology ETF 2.0 45 -7 0.0 -9.7
FBT First Trust NYSE Arca Biotechnology Index Fund 2.0 56 -18 2.4 -7.4
BBH VanEck Biotech ETF 2.0 35 3 5.3 -4.4
BBP BioShares Biotechnology Products Fund 2.0 79 -41 -5.4 -15.1
CANC Tema Oncology ETF 2.0 75 -37 -4.3 -14.0
IPDP Dividend Performers ETF 2.0 106 -68 5.0 -4.7
ECML Euclidean Fundamental Value ETF 1.9 95 -57 14.8 +5.1
IWC iShares Micro-Cap ETF 1.9 60 -22 -5.2 -15.0
VBK Vanguard Small-Cap Growth Index Fund 1.9 7 31 1.3 -8.5
RFV Invesco S&P Midcap 400 Pure Value ETF 1.9 35 3 10.5 +0.8
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.9 50 -12 5.2 -4.6
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.9 40 -2 6.9 -2.8
EINC VanEck Energy Income ETF 1.9 48 -10 4.4 -5.3
MLPX Global X MLP & Energy Infrastructure ETF 1.9 45 -7 4.9 -4.9
USAI Pacer American Energy Independence ETF 1.9 75 -37 3.9 -5.9
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.9 39 -1 11.4 +1.6
CGGO Capital Group Global Growth Equity ETF 1.9 47 -9 4.0 -5.7
RSPM Invesco S&P 500 Equal Weight Materials ETF 1.8 40 -2 8.1 -1.7
MXI iShares Global Materials ETF 1.8 41 -3 6.5 -3.2
XLB Materials Select Sector SPDR Fund 1.8 10 28 6.0 -3.7
ACTV LeaderShares Activist Leaders ETF 1.8 75 -37 8.9 -0.9
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.8 59 -21 8.8 -1.0
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.8 30 8 11.1 +1.3
XSHQ Invesco S&P SmallCap Quality ETF 1.8 30 8 10.1 +0.3
SIXS 6 Meridian Small Cap Equity ETF 1.8 89 -51 8.6 -1.2
AHOY Newday Ocean Health ETF 1.8 75 -37 5.6 -4.1
KIE SPDR S&P Insurance ETF 1.8 35 3 5.3 -4.5
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 1.8 40 -2 4.7 -5.0
XLY Consumer Discretionary Select Sector SPDR Fund 1.8 10 28 4.8 -5.0
FIDU Fidelity MSCI Industrials Index ETF 1.8 8 30 5.1 -4.7
BYRE Principal Real Estate Active Opportunities ETF 1.8 65 -27 6.2 -3.5
IYW iShares U.S. Technology ETF 1.7 40 -2 5.0 -4.7
VIS Vanguard Industrials Index Fund 1.7 10 28 4.8 -4.9
ENFR Alerian Energy Infrastructure ETF 1.7 35 3 4.6 -5.1
JSTC Adasina Social Justice All Cap Global ETF 1.7 89 -51 4.6 -5.1
BWEB Bitwise Web3 ETF 1.7 85 -47 1.5 -8.2
IYJ iShares U.S. Industrials ETF 1.7 40 -2 5.2 -4.5
FITE SPDR Kensho Future Security ETF 1.7 45 -7 3.2 -6.5
GVIP Goldman Sachs Hedge Industry VIP ETF 1.7 45 -7 4.2 -5.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.7 30 8 9.4 -0.3
IYM iShares U.S. Basic Materials ETF 1.7 40 -2 7.2 -2.6
FXZ First Trust Materials AlphaDEX Fund 1.7 61 -23 10.8 +1.1
CALF Pacer US Small Cap Cash Cows 100 ETF 1.6 59 -21 11.9 +2.2
QTUM Defiance Quantum ETF 1.6 40 -2 4.3 -5.4
UMI USCF Midstream Energy Income Fund ETF 1.6 0 38 0.0 -9.7
XRT SPDR S&P Retail ETF 1.6 35 3 9.7 -0.0
FTGS First Trust Growth Strength ETF 1.6 60 -22 6.4 -3.4
PFI Invesco DWA Financial Momentum ETF 1.6 60 -22 8.6 -1.1
BLLD JPMorgan Sustainable Infrastructure ETF 1.6 49 -11 6.3 -3.4
BMED BlackRock Future Health ETF 1.6 85 -47 0.7 -9.1
GNOM Global X Genomics & Biotechnology ETF 1.6 50 -12 -5.6 -15.4
FYC First Trust Small Cap Growth AlphaDEX Fund 1.5 71 -33 1.0 -8.7
QGRO American Century STOXX U.S. Quality Growth ETF 1.5 29 9 5.8 -3.9
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.5 60 -22 7.3 -2.4
OSCV Opus Small Cap Value Plus ETF 1.5 79 -41 6.4 -3.3
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 1.5 96 -58 4.5 -5.2
JPRE JPMorgan Realty Income ETF 1.5 50 -12 6.4 -3.3
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 1.5 30 8 11.8 +2.0
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.5 56 -18 13.9 +4.2
IWF iShares Russell 1000 Growth ETF 1.5 19 19 4.9 -4.8
VONG Vanguard Russell 1000 Growth Index Fund 1.5 8 30 5.0 -4.7
REZ iShares Residential Real Estate Capped ETF 1.5 48 -10 6.5 -3.2
SRHQ SRH U.S. Quality ETF 1.5 35 3 8.3 -1.5
RXI iShares Global Consumer Discretionary ETF 1.5 41 -3 5.4 -4.4
KOMP SPDR Kensho New Economies Composite ETF 1.5 20 18 -0.5 -10.2
DWAS Invesco DWA SmallCap Momentum ETF 1.5 60 -22 1.1 -8.6
IWY iShares Russell Top 200 Growth ETF 1.5 20 18 5.1 -4.6
GRZZ Grizzle Growth ETF 1.4 75 -37 5.1 -4.7
UPWD JPMorgan Social Advancement ETF 1.4 49 -11 4.8 -4.9
IWP iShares Russell Mid-Cap Growth ETF 1.4 23 15 3.9 -5.8
RITA ETFB Green SRI REITs ETF 1.4 50 -12 5.6 -4.1
STXG Strive 1000 Growth ETF 1.4 18 20 4.5 -5.3
BLDG Cambria Global Real Estate ETF 1.3 60 -22 9.0 -0.8
KBWD Invesco KBW High Dividend Yield Financial ETF 1.3 384 -346 7.8 -2.0
XT iShares Exponential Technologies ETF 1.3 46 -8 3.5 -6.3
CNRG SPDR S&P Kensho Clean Power ETF 1.3 45 -7 -2.2 -12.0
TMFC Motley Fool 100 Index ETF 1.2 50 -12 4.2 -5.6
VICE AdvisorShares Vice ETF 1.2 99 -61 5.8 -4.0
MJ ETFMG Alternative Harvest ETF 1.2 75 -37 -111.8 -121.6
WTRE WisdomTree New Economy Real Estate Fund 1.2 58 -20 5.1 -4.7
XSMO Invesco S&P SmallCap Momentum ETF 1.2 39 -1 6.8 -3.0
DIP BTD Capital Fund 1.2 129 -91 6.2 -3.5
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 1.2 61 -23 7.2 -2.5
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 1.2 80 -42 7.1 -2.6
FTXG First Trust Nasdaq Food & Beverage ETF 1.2 60 -22 5.8 -3.9
AMZA InfraCap MLP ETF 1.1 164 -126 3.1 -6.7
IVEG iShares Emergent Food and AgTech Multisector ETF 1.1 47 -9 8.2 -1.6
XMMO Invesco S&P MidCap Momentum ETF 1.1 33 5 6.8 -3.0
CLNR IQ Cleaner Transport ETF 1.1 45 -7 6.4 -3.3
FBCG Fidelity Blue Chip Growth ETF 1.1 59 -21 2.4 -7.3
PYZ Invesco DWA Basic Materials Momentum ETF 1.1 60 -22 8.1 -1.7
TINT ProShares Smart Materials ETF 1.1 58 -20 4.2 -5.6
RSPN Invesco S&P 500 Equal Weight Industrials ETF 1.1 40 -2 4.3 -5.4
XLI Industrial Select Sector SPDR Fund 1.1 10 28 5.2 -4.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.1 70 -32 2.4 -7.4
ILCG iShares Morningstar Growth ETF 1.1 4 34 4.4 -5.4
HAUS Residential REIT Income ETF 1.1 60 -22 6.5 -3.3
YALL God Bless America ETF 1.1 65 -27 3.5 -6.3
CUT Invesco MSCI Global Timber ETF 1.0 61 -23 8.8 -1.0
RUFF Alpha Dog ETF 1.0 94 -56 4.5 -5.3
DEEP Roundhill Acquirers Deep Value ETF 1.0 80 -42 17.5 +7.8
TMFX Motley Fool Next Index ETF 1.0 50 -12 3.2 -6.5
JGRO JPMorgan Active Growth ETF 1.0 44 -6 3.8 -6.0
CACG ClearBridge All Cap Growth ETF 1.0 54 -16 3.6 -6.1
CBSE Changebridge Capital Sustainable Equity ETF 1.0 85 -47 0.6 -9.1
SPRE SP Funds S&P Global REIT Sharia ETF 1.0 59 -21 5.5 -4.3
BYTE Roundhill IO Digital Infrastructure ETF 1.0 46 -8 9.2 -0.6
NETL NETLease Corporate Real Estate ETF 0.9 60 -22 9.8 +0.1
CRAK VanEck Oil Refiners ETF 0.9 61 -23 12.2 +2.4
EXI iShares Global Industrials ETF 0.9 42 -4 5.0 -4.8
SDG iShares Sustainable MSCI Global Impact ETF 0.9 49 -11 6.6 -3.2
JRE Janus Henderson U.S. Real Estate ETF 0.9 65 -27 7.0 -2.8
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 0.9 60 -22 4.7 -5.0
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF 0.9 55 -17 5.9 -3.8
PRNT The 3D Printing ETF 0.9 66 -28 -3.1 -12.8
KCAL Subversive Food Security ETF 0.9 75 -37 8.8 -1.0
DTRE Alerian Disruptive Technology Real Estate ETF 0.9 60 -22 3.7 -6.1
PBJ Invesco Dynamic Food & Beverage ETF 0.9 63 -25 5.9 -3.8
MRND IQ U.S. Mid Cap R&D Leaders ETF 0.9 16 22 4.0 -5.7
NURE Nuveen Short-Term REIT ETF 0.9 35 3 6.1 -3.6
SDIV Global X SuperDividend ETF 0.9 58 -20 16.3 +6.5
HAIL SPDR S&P Kensho Smart Mobility ETF 0.9 45 -7 -4.9 -14.6
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.9 15 23 5.6 -4.1
RUNN Running Oak Efficient Growth ETF 0.9 58 -20 5.5 -4.3
KLDW Gavekal Knowledge Leaders Developed World ETF 0.9 75 -37 5.0 -4.8
JSML Janus Henderson Small Cap Growth Alpha ETF 0.8 30 8 10.1 +0.4
DRIV Global X Autonomous & Electric Vehicles ETF 0.8 68 -30 4.4 -5.4
GRPM Invesco S&P MidCap 400 GARP ETF 0.8 40 -2 11.5 +1.7
DARP Grizzle Growth ETF 0.8 75 -37 5.2 -4.5
TECB iShares US Tech Breakthrough Multisector ETF 0.8 40 -2 4.6 -5.2
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 0.8 72 -34 2.5 -7.2
FTXR First Trust Nasdaq Transportation ETF 0.8 60 -22 6.6 -3.2
OCEN IQ Clean Oceans ETF 0.8 45 -7 5.6 -4.1
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.8 35 3 8.2 -1.5
ARKG ARK Genomic Revolution ETF 0.8 75 -37 -12.2 -21.9
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.8 35 3 7.9 -1.9
VUG Vanguard Growth Index Fund 0.8 4 34 4.5 -5.2
VPN Global X Data Center REITs & Digital Infrastructure ETF 0.8 50 -12 1.7 -8.0
SXQG 6 Meridian Quality Growth ETF 0.8 100 -62 4.7 -5.1
CARZ First Trust NASDAQ Global Auto Index Fund 0.8 70 -32 4.6 -5.1
IBUY Amplify Online Retail ETF 0.8 65 -27 0.6 -9.2
PSL Invesco DWA Consumer Staples Momentum ETF 0.7 60 -22 5.3 -4.4
XSW SPDR S&P Software & Services ETF 0.7 35 3 1.8 -7.9
TMFM Motley Fool Mid-Cap Growth ETF 0.7 85 -47 3.2 -6.5
RTH VanEck Retail ETF 0.7 35 3 6.1 -3.6
XMHQ Invesco S&P MidCap Quality ETF 0.7 25 13 8.5 -1.2
MILN Global X Millennial Consumer ETF 0.7 50 -12 2.3 -7.5
FDM First Trust Dow Jones Select Microcap Index Fund 0.7 60 -22 7.7 -2.0
PDP Invesco DWA Momentum ETF 0.7 62 -24 3.9 -5.8
AIRR First Trust RBA American Industrial Renaissance ETF 0.7 70 -32 5.7 -4.0
AMID Argent Mid Cap ETF 0.7 52 -14 8.0 -1.8
YUMY VanEck Future of Food ETF 0.7 69 -31 5.5 -4.2
PSCE Invesco S&P SmallCap Energy ETF 0.6 29 9 4.6 -5.1
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.6 20 18 6.1 -3.7
QMOM Alpha Architect U.S. Quantitative Momentum ETF 0.6 39 -1 5.5 -4.2
BITQ Bitwise Crypto Industry Innovators ETF 0.6 85 -47 -8.9 -18.7
RESI Kelly Residential & Apartment Real Estate ETF 0.6 68 -30 0.5 -9.2
CLOU Global X Cloud Computing ETF 0.6 68 -30 1.7 -8.0
NLR VanEck Uranium+Nuclear Energy ETF 0.6 61 -23 4.3 -5.4
MGMT Ballast Small/Mid Cap ETF 0.6 110 -72 7.6 -2.1
TMFS Motley Fool Small Cap Growth ETF 0.5 85 -47 2.6 -7.1
KROP Global X AgTech & Food Innovation ETF 0.5 50 -12 0.0 -9.7
PSCC Invesco S&P SmallCap Consumer Staples ETF 0.5 29 9 5.9 -3.9
XME SPDR S&P Metals & Mining ETF 0.5 35 3 7.2 -2.5
FSST Fidelity Sustainability U.S. Equity ETF 0.5 59 -21 5.5 -4.3
KBWY Invesco KBW Premium Yield Equity REIT ETF 0.5 35 3 18.1 +8.4
PSCU Invesco S&P SmallCap Utilities ETF 0.5 29 9 8.2 -1.5
PSCI Invesco S&P SmallCap Industrials ETF 0.5 29 9 6.9 -2.9
OAIE Optimize AI Smart Sentiment Event-Driven ETF 0.5 103 -65 7.4 -2.4
PRAY FIS Biblically Responsible Risk Managed ETF 0.5 69 -31 6.0 -3.7
QGRW WisdomTree U.S. Quality Growth Fund 0.5 28 10 5.4 -4.3
IDAT iShares Cloud 5G and Tech ETF 0.5 47 -9 5.1 -4.6
SSPX Janus Henderson U.S. Sustainable Equity ETF 0.5 55 -17 4.7 -5.0
XDAT Franklin Exponential Data ETF 0.5 50 -12 3.2 -6.5
EATZ AdvisorShares Restaurant ETF 0.5 101 -63 1.2 -8.6
PSP Invesco Global Listed Private Equity ETF 0.5 144 -106 11.0 +1.2
HOTL Kelly Hotel & Lodging Sector ETF 0.4 78 -40 3.4 -6.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.4 65 -27 2.4 -7.3
BUYZ Franklin Disruptive Commerce ETF 0.4 50 -12 1.7 -8.0
GRNR Global X Green Building ETF 0.4 45 -7 7.0 -2.7
TMFG Motley Fool Global Opportunities ETF 0.4 85 -47 3.4 -6.3
INDS Pacer Benchmark Industrial Real Estate SCTR ETF 0.4 55 -17 5.8 -4.0
WOOD iShares Global Timber & Forestry ETF 0.4 42 -4 9.2 -0.5
VR Global X Metaverse ETF 0.4 50 -12 3.1 -6.6
FXL First Trust Technology AlphaDEX Fund 0.4 61 -23 5.2 -4.5
IGPT Invesco AI and Next Gen Software ETF 0.4 56 -18 4.9 -4.9
CGGR Capital Group Growth ETF 0.3 39 -1 3.7 -6.0
ERTH Invesco MSCI Sustainable Future ETF 0.3 56 -18 3.8 -5.9
ITB iShares U.S. Home Construction ETF 0.3 40 -2 11.6 +1.8
ISHP First Trust S-Network E-Commerce ETF 0.3 60 -22 3.6 -6.2
POWA Invesco Bloomberg Pricing Power ETF 0.3 55 -17 5.5 -4.2
MGK Vanguard Mega Cap Growth ETF 0.3 7 31 4.5 -5.2
BFIT Global X Health & Wellness ETF 0.3 50 -12 5.5 -4.2
BEDZ AdvisorShares Hotel ETF 0.3 100 -62 2.3 -7.4
CSD Invesco S&P Spin-Off ETF 0.3 65 -27 7.5 -2.3
PICK iShares MSCI Global Metals & Mining Producers ETF 0.3 39 -1 10.3 +0.6
BJK VanEck Gaming ETF 0.3 65 -27 1.7 -8.0
FCLD Fidelity Cloud Computing ETF 0.3 39 -1 2.4 -7.3
DWLD Davis Select Worldwide ETF 0.3 62 -24 7.1 -2.7
VEGI iShares MSCI Global Agriculture Producers ETF 0.3 39 -1 9.0 -0.7
QQQN VictoryShares Nasdaq Next 50 ETF 0.3 18 20 3.6 -6.1
LCLG Logan Capital Broad Innovative Growth ETF 0.3 99 -61 5.5 -4.3
ICLN iShares Global Clean Energy ETF 0.3 41 -3 4.2 -5.5
PEZ Invesco DWA Consumer Cyclicals Momentum ETF 0.3 60 -22 6.5 -3.2
SRET Global X SuperDividend REIT ETF 0.3 59 -21 9.8 +0.1
SCHG Schwab U.S. Large-Cap Growth ETF 0.2 4 34 4.6 -5.2
FAN First Trust Global Wind Energy ETF 0.2 60 -22 6.5 -3.2
TEQI T. Rowe Price Equity Income ETF 0.2 54 -16 4.8 -4.9
XHS SPDR S&P Health Care Services ETF 0.2 35 3 6.7 -3.0
GK AdvisorShares Gerber Kawasaki ETF 0.2 75 -37 3.1 -6.7
KBWP Invesco KBW Property & Casualty Insurance ETF 0.2 35 3 5.2 -4.5
VNSE Natixis Vaughan Nelson Select ETF 0.2 80 -42 4.2 -5.5
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.2 95 -57 1.8 -8.0
PKB Invesco Dynamic Building & Construction ETF 0.2 60 -22 10.9 +1.1
XHB SPDR S&P Homebuilders ETF 0.2 35 3 9.4 -0.4
GURU Global X Guru Index ETF 0.2 75 -37 4.2 -5.5
LUXX Roundhill S&P Global Luxury ETF 0.2 45 -7 2.4 -7.3
QQQS Invesco NASDAQ Future Gen 200 ETF 0.2 20 18 -12.2 -21.9
THCX The Cannabis ETF 0.2 75 -37 -65.0 -74.8
PSCM Invesco S&P SmallCap Materials ETF 0.1 29 9 8.0 -1.8
PAVE Global X U.S. Infrastructure Development ETF 0.1 47 -9 6.3 -3.4
FTAG First Trust Indxx Global Agriculture ETF 0.1 70 -32 9.2 -0.5
AZTD Aztlan Global Stock Selection DM SMID ETF 0.1 75 -37 6.5 -3.2
PXJ Invesco Dynamic Oil & Gas Services ETF 0.1 63 -25 -0.5 -10.2
IEZ iShares U.S. Oil Equipment & Services ETF 0.1 40 -2 0.5 -9.2
XES SPDR S&P Oil & Gas Equipment & Services ETF 0.1 35 3 -2.6 -12.3
PAWZ ProShares Pet Care ETF 0.1 50 -12 2.9 -6.8
PSCH Invesco S&P SmallCap Health Care ETF 0.1 29 9 5.0 -4.7
ITA iShares U.S. Aerospace & Defense ETF 0.1 40 -2 2.9 -6.8
RNEW VanEck Green Infrastructure ETF 0.1 45 -7 0.0 -9.7
VERS ProShares Metaverse ETF 0.1 58 -20 -9.6 -19.4
PSCT Invesco S&P SmallCap Information Technology ETF 0.1 29 9 6.7 -3.1
ONLN ProShares Online Retail ETF 0.1 58 -20 -2.2 -11.9
STCE Schwab Crypto Thematic ETF 0.1 30 8 -2.3 -12.0
FINX Global X FinTech Thematic ETF 0.1 68 -30 4.4 -5.3
CGV Conductor Global Equity Value ETF 0.1 130 -92 9.8 +0.1
IHF iShares U.S. Healthcare Providers ETF 0.1 39 -1 6.2 -3.6
JRNY ALPS Global Travel Beneficiaries ETF 0.1 65 -27 0.6 -9.2
GBUY Goldman Sachs Future Consumer Equity ETF 0.1 75 -37 3.4 -6.3
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 0.1 85 -47 7.9 -1.8
PRN Invesco DWA Industrials Momentum ETF 0.1 60 -22 5.4 -4.4
PPA Invesco Aerospace & Defense ETF 0.1 61 -23 4.2 -5.6
SLX VanEck Steel ETF 0.0 56 -18 22.9 +13.2
CCSO Carbon Collective Climate Solutions U.S. Equity ETF 0.0 35 3 2.4 -7.4
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 -12 5.9 -3.8
CRUZ Defiance Hotel Airline and Cruise ETF 0.0 45 -7 -4.0 -13.8
MISL First Trust Indxx Aerospace & Defense ETF 0.0 60 -22 3.8 -5.9
XAR SPDR S&P Aerospace & Defense ETF 0.0 35 3 -0.2 -10.0
HJEN Direxion Hydrogen ETF 0.0 45 -7 -2.7 -12.5
HYDR Global X Hydrogen ETF 0.0 50 -12 -12.5 -22.2
PTEC Global X PropTech ETF 0.0 50 -12 2.3 -7.5
TEMP JPMorgan Climate Change Solutions ETF 0.0 49 -11 5.2 -4.5
CIRC JPMorgan Sustainable Consumption ETF 0.0 49 -11 5.2 -4.6
FPX First Trust US IPO Index Fund 0.0 61 -23 -0.6 -10.3
XSD SPDR S&P Semiconductor ETF 0.0 35 3 6.2 -3.5
UFO Procure Space ETF 0.0 75 -37 0.4 -9.3
CNBS Amplify Seymour Cannabis ETF 0.0 75 -37 -50.1 -59.8
MJUS ETFMG U.S. Alternative Harvest ETF 0.0 75 -37 2.9 -6.9
YOLO AdvisorShares Pure Cannabis ETF 0.0 103 -65 -46.4 -56.2
POTX Global X Cannabis ETF 0.0 51 -13 -139.5 -149.2
EBIZ Global X E-Commerce ETF 0.0 50 -12 0.9 -8.8
PNQI Invesco NASDAQ Internet ETF 0.0 60 -22 2.3 -7.4
TGRW T. Rowe Price Growth Stock ETF 0.0 52 -14 5.2 -4.5
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 -19 5.2 -4.6
MLPA Global X MLP ETF 0.0 45 -7 4.2 -5.5
ARB AltShares Merger Arbitrage ETF -14.1 77 -39 -0.4 -10.1

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

  2018 2019 2020 2021 2022 2023E 2024E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2022 2023E 2024E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 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 16.2 %
Divided by: Fwd. P/BV 1.6 x
Less: Expense ratio 38 bp
Equals: ALTAR Score 9.7 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.63 CATEGORY
AVERAGE		 1.49
 
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.