SPDR Dow Jones Industrial Average ETF Trust
ALTAR
Score™		 5.8% info Recommen-
dation		 NEUTRAL
2024E    2025E
P/E
ratio		 18.1x P/Sales
ratio		 2.6x
P/BV
ratio		 4.0x Div.
yield		 2.0%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The SPDR Dow Jones Industrial Average ETF Trust seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Dow Jones Industrial Average, and index of 30 "blue chip" U.S. stocks.

FUND BASICS
Category US Equities
Fund Sponsor State Street Global Advisors
Website www.spdrs.com
Inception date Jan 13, 1998
Assets (mns) $32,566
Currency USD
Expense ratio 16 bp
Distributions Monthly

FUND STRUCTURE
Regulation Unit Investment Trust
Custodian State Street Bank & Trust
Weighting Price
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 31
Wgt avg mkt cap (mns) $595,315
Large cap (>$10bn) 100.0%
Mid cap ($2-10bn) 0.0%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
UNITEDHEALTH GROUP INC 8.7 %
GOLDMAN SACHS GROUP INC 7.0 %
MICROSOFT CORP 6.9 %
CATERPILLAR INC 6.1 %
HOME DEPOT INC 5.8 %
MCDONALD'S CORP 4.7 %
SALESFORCE.COM INC 4.7 %
VISA INC. CLASS A 4.7 %
AMGEN INC 4.7 %
AMERICAN EXPRESS CO 4.0 %
Total 57.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 100.0 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
6.0% 22.4% 11.2% 11.6% 8.7%

Market Correlations
versus... Beta R-squared
S&P500 0.85 84%
MSCI EAFE 0.84 76%
MSCI Emg. Mkts. 0.54 34%

Technical Indicators
Recent close $380.92
30d moving avg. $354.72
Annualized volatility 16.4%
Short interest (ETF) 6.4%
Short interest (Underlying) 1.2%
Relative strength (RSI) 86

Liquidity measures
Avg. volume (thou.) 4,064
Turnover 4.8%
Bid/Ask (% of price) 0.01%
ADV underlying (mns) $52,179

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 703 potential alternatives to the SPDR Dow Jones Industrial Average ETF Trust ETF based on the alternatives' overlap in portfolio holdings with DIA. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: DIA Expense: 16 bp ALTAR Score™: 5.8%


ALTERNATIVE ETFs BASED ON OVERLAP WITH DIA
Ticker Fund
Name		 Overlap1
vs DIA
(%)		 Expense
ratio
(bp)		 Savings
vs DIA
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs DIA
(%)
EDOW First Trust Dow 30 Equal Weight ETF 75.6 50 -34 6.0 +0.1
DJD Invesco Dow Jones Industrial Average Dividend ETF 57.1 7 9 8.5 +2.7
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 39.6 15 1 5.6 -0.2
USMC Principal U.S. Mega-Cap ETF 37.5 12 4 5.0 -0.9
OUSA ALPS O'Shares U.S. Quality Dividend ETF 36.3 48 -32 6.2 +0.4
VIG Vanguard Dividend Appreciation ETF 34.2 6 10 5.8 -0.0
ZECP Zacks Earnings Consistent Portfolio ETF 33.7 55 -39 5.0 -0.8
OEF iShares S&P 100 ETF 33.7 20 -4 5.0 -0.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 33.2 32 -16 5.2 -0.7
XLG Invesco S&P 500 Top 50 ETF 33.2 20 -4 4.7 -1.1
FVAL Fidelity Value Factor ETF 33.1 15 1 7.5 +1.6
DGRO iShares Core Dividend Growth ETF 31.9 8 8 6.5 +0.7
WOMN Impact Shares YWCA Women's Empowerment ETF 31.5 75 -59 4.9 -0.9
PFM Invesco Dividend Achievers ETF 31.5 53 -37 5.7 -0.1
DLN WisdomTree U.S. LargeCap Dividend Fund 31.4 28 -12 6.2 +0.4
YLDE ClearBridge Dividend Strategy ESG ETF 30.6 60 -44 5.4 -0.4
FDRR Fidelity Dividend ETF for Rising Rates 30.2 15 1 7.9 +2.1
GSPY Gotham Enhanced 500 ETF 30.1 50 -34 5.3 -0.5
IWL iShares Russell Top 200 ETF 30.0 15 1 5.0 -0.8
RECS Columbia Research Enhanced Core ETF 29.9 15 1 5.6 -0.2
DGRW WisdomTree US Quality Dividend Growth Fund 29.8 28 -12 6.2 +0.3
FDLO Fidelity Low Volatility Factor ETF 29.7 15 1 5.5 -0.4
STXD Strive 1000 Dividend Growth ETF 29.6 35 -19 5.5 -0.4
TMFE Motley Fool Capital Efficiency 100 Index ETF 29.4 50 -34 4.7 -1.1
SNPE Xtrackers S&P 500 ESG ETF 29.4 10 6 5.3 -0.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 29.3 30 -14 4.7 -1.2
LCF Touchstone US Large Cap Focused ETF 29.3 69 -53 4.5 -1.3
MGC Vanguard Mega Cap ETF 29.1 7 9 5.1 -0.7
RAFE PIMCO RAFI ESG U.S. ETF 29.1 29 -13 7.2 +1.3
HAPI Harbor Human Capital Factor US Large Cap ETF 29.0 36 -20 4.8 -1.0
SHE SPDR MSCI USA Gender Diversity ETF 28.9 20 -4 5.0 -0.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 28.6 20 -4 5.1 -0.8
LVOL American Century Low Volatility ETF 28.6 29 -13 5.3 -0.6
VUSE Vident U.S. Equity Strategy ETF 28.3 50 -34 3.6 -2.2
EQWL Invesco S&P 100 Equal Weight ETF 28.2 25 -9 6.8 +0.9
RFFC ALPS Active Equity Opportunity ETF 28.0 48 -32 4.5 -1.3
IOO iShares Global 100 ETF 28.0 41 -25 4.8 -1.0
MBCC Monarch Blue Chips Core ETF 27.9 125 -109 3.4 -2.4
EPS WisdomTree U.S. LargeCap Fund 27.8 8 8 6.3 +0.4
DTD WisdomTree U.S. Total Dividend Fund 27.8 28 -12 6.5 +0.7
NACP Impact Shares NAACP Minority Empowerment ETF 27.5 49 -33 5.0 -0.9
ADME Aptus Drawdown Managed Equity ETF 27.4 79 -63 4.3 -1.5
ESGU iShares ESG Aware MSCI USA ETF 27.4 15 1 5.2 -0.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 27.3 7 9 5.2 -0.7
IVV iShares Core S&P 500 ETF 27.1 3 13 5.3 -0.6
SPY SPDR S&P 500 ETF Trust 27.1 9 7 5.2 -0.6
SPLG SPDR Portfolio S&P 500 ETF 27.1 2 14 5.3 -0.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 27.0 7 9 5.2 -0.6
SPXE ProShares S&P 500 Ex-Energy ETF 27.0 9 7 5.3 -0.5
VSLU Applied Finance Valuation Large Cap ETF 27.0 49 -33 6.0 +0.2
QVML Invesco S&P 500 QVM Multi-factor ETF 27.0 11 5 5.2 -0.6
STRV Strive 500 ETF 26.9 5 11 5.2 -0.6
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 26.9 20 -4 5.1 -0.8
DVND Touchstone Dividend Select ETF 26.9 67 -51 6.4 +0.5
VOTE TCW Transform 500 ETF 26.9 5 11 5.2 -0.6
BKLC BNY Mellon US Large Cap Core Equity ETF 26.9 0 16 5.3 -0.6
VOO Vanguard S&P 500 ETF 26.8 3 13 5.3 -0.5
MGV Vanguard Mega Cap Value ETF 26.8 7 9 6.8 +1.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 26.6 2 14 5.3 -0.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 26.5 75 -59 4.7 -1.1
VV Vanguard Large-Cap ETF 26.4 4 12 5.2 -0.6
ILCB iShares Morningstar U.S. Equity ETF 26.4 3 13 5.3 -0.6
FSST Fidelity Sustainable U.S. Equity ETF 26.4 59 -43 4.9 -0.9
TMFC Motley Fool 100 Index ETF 26.3 50 -34 4.0 -1.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 26.3 14 2 5.4 -0.5
RVRB Reverb ETF 26.2 30 -14 5.0 -0.9
PBUS Invesco MSCI USA ETF 26.2 4 12 5.3 -0.6
SPXN ProShares S&P 500 Ex-Financials ETF 26.2 9 7 5.3 -0.6
IWX iShares Russell Top 200 Value ETF 26.2 20 -4 6.5 +0.7
NANC Unusual Whales Subversive Democratic Trading ETF 26.1 75 -59 3.8 -2.1
VYM Vanguard High Dividend Yield Index ETF 26.0 6 10 7.3 +1.5
SCHX Schwab U.S. Large-Cap ETF 25.9 3 13 5.3 -0.6
LRGF iShares U.S. Equity Factor ETF 25.8 8 8 5.8 -0.0
PZLD Puzzle Divdend Leaders 25.7 0 16 7.5 +1.7
LRGE ClearBridge Large Cap Growth ESG ETF 25.7 59 -43 3.4 -2.5
SPXV ProShares S&P 500 Ex-Health Care ETF 25.7 9 7 5.1 -0.7
FLQL Franklin LibertyQ U.S. Equity ETF 25.7 15 1 6.0 +0.2
IWB iShares Russell 1000 ETF 25.6 15 1 5.1 -0.7
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 25.6 3 13 5.4 -0.4
XVV iShares ESG Screened S&P 500 ETF 25.5 8 8 5.1 -0.7
VOOV Vanguard S&P 500 Value ETF 25.5 10 6 5.5 -0.3
QLV FlexShares US Quality Low Volatility Index Fund 25.4 22 -6 5.2 -0.7
NZUS SPDR MSCI USA Climate Paris Aligned ETF 25.4 10 6 4.9 -1.0
SCHK Schwab 1000 Index ETF 25.4 5 11 5.3 -0.5
IYY iShares Dow Jones U.S. ETF 25.4 20 -4 5.1 -0.8
SIXA ETC 6 Meridian Mega Cap Equity ETF 25.3 80 -64 5.7 -0.1
VONE Vanguard Russell 1000 ETF 25.2 8 8 5.2 -0.6
DUHP Dimensional US High Profitability ETF 25.2 21 -5 7.0 +1.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 25.2 10 6 4.8 -1.0
APUE ActivePassive U.S. Equity ETF 25.1 45 -29 5.0 -0.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 25.0 9 7 5.0 -0.8
VOOG Vanguard S&P 500 Growth ETF 24.9 10 6 5.5 -0.4
QDEF FlexShares Quality Dividend Defensive Index Fund 24.9 37 -21 4.8 -1.0
DFUS Dimensional U.S. Equity ETF 24.9 9 7 5.1 -0.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 24.9 11 5 5.2 -0.6
EVUS iShares ESG Aware MSCI USA Value ETF 24.9 18 -2 6.7 +0.8
SPHQ Invesco S&P 500 Quality ETF 24.8 15 1 5.4 -0.4
ESGG FlexShares STOXX Global ESG Select Index Fund 24.7 42 -26 5.1 -0.7
JCTR JPMorgan Carbon Transition U.S. Equity ETF 24.6 15 1 4.9 -0.9
IWV iShares Russell 3000 ETF 24.6 20 -4 5.0 -0.8
SCHB Schwab U.S. Broad Market ETF 24.5 3 13 5.2 -0.6
SFY SoFi Select 500 ETF 24.5 0 16 5.2 -0.7
ESGV Vanguard ESG U.S. Stock ETF 24.5 9 7 5.1 -0.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 24.5 3 13 5.1 -0.7
SNPG Xtrackers S&P 500 Growth ESG ETF 24.3 15 1 4.8 -1.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 24.2 10 6 5.2 -0.7
VTHR Vanguard Russell 3000 ETF 24.2 10 6 5.1 -0.7
VTI Vanguard Total Stock Market ETF 24.2 3 13 5.1 -0.7
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 24.2 15 1 6.9 +1.1
SUSL iShares ESG MSCI USA Leaders ETF 24.1 10 6 5.1 -0.7
DFAU Dimensional US Core Equity Market ETF 24.1 12 4 5.4 -0.5
FDVV Fidelity High Dividend ETF 23.3 15 1 8.9 +3.1
HDUS Hartford Disciplined US Equity ETF 23.3 19 -3 6.2 +0.4
LRND IQ U.S. Large Cap R&D Leaders ETF 23.2 14 2 6.3 +0.5
FNDX Schwab Fundamental US Large Co. Index ETF 23.0 25 -9 7.1 +1.3
DSI iShares MSCI KLD 400 Social ETF 22.9 25 -9 5.1 -0.7
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 22.7 65 -49 3.8 -2.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 22.5 9 7 5.8 +0.0
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 22.5 15 1 7.3 +1.5
HKND Humankind US Stock ETF 22.4 11 5 7.0 +1.1
GDEF Goldman Sachs Defensive Equity ETF 22.4 55 -39 4.4 -1.5
MMTM SPDR S&P 1500 Momentum Tilt ETF 22.3 12 4 4.5 -1.3
SCHV Schwab U.S. Large-Cap Value ETF 22.3 4 12 6.7 +0.9
IWY iShares Russell Top 200 Growth ETF 22.3 20 -4 4.9 -1.0
IVE iShares S&P 500 Value ETF 22.2 18 -2 6.6 +0.8
SPYV SPDR Portfolio S&P 500 Value ETF 22.2 4 12 6.7 +0.9
IUS Invesco RAFI Strategic US ETF 22.1 19 -3 7.3 +1.4
QUS SPDR MSCI USA StrategicFactors ETF 22.1 15 1 6.0 +0.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 22.0 10 6 5.4 -0.4
CATH Global X S&P 500 Catholic Values Custom ETF 21.9 29 -13 5.1 -0.7
STXG Strive 1000 Growth ETF 21.8 18 -2 4.2 -1.6
FNDB Schwab Fundamental US Broad Market Index ETF 21.7 25 -9 7.1 +1.3
VTV Vanguard Value ETF 21.5 4 12 7.0 +1.2
FMIL Fidelity New Millennium ETF 21.4 59 -43 4.3 -1.5
IETC iShares U.S. Tech Independence Focused ETF 21.3 18 -2 4.4 -1.4
XPND First Trust Expanded Technology ETF 21.3 65 -49 3.9 -1.9
FQAL Fidelity Quality Factor ETF 21.3 15 1 5.9 +0.1
ILCV iShares Morningstar Value ETF 21.3 4 12 6.7 +0.9
DFSU Dimensional US Sustainability Core 1 ETF 21.2 18 -2 5.7 -0.1
QLC FlexShares US Quality Large Cap Index Fund 21.2 25 -9 5.6 -0.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 21.2 60 -44 4.1 -1.8
RWL Invesco S&P 500 Revenue ETF 21.2 39 -23 6.6 +0.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 21.2 19 -3 6.5 +0.7
GDIV Harbor Dividend Growth Leaders ETF 21.1 50 -34 6.0 +0.2
RFDA RiverFront Dynamic US Dividend Advantage ETF 21.1 52 -36 6.3 +0.5
QDF FlexShares Quality Dividend Index Fund 21.1 37 -21 5.0 -0.8
VONG Vanguard Russell 1000 Growth ETF 21.1 8 8 4.8 -1.0
IUSV iShares Core S&P US Value ETF 21.1 4 12 6.8 +1.0
IWF iShares Russell 1000 Growth ETF 21.1 19 -3 4.7 -1.1
HLAL Wahed FTSE USA Shariah ETF 21.0 50 -34 5.0 -0.9
FLLV Franklin U.S. Low Volatility ETF 21.0 29 -13 5.9 +0.1
TOK iShares MSCI Kokusai ETF 20.9 26 -10 5.3 -0.6
PRF Invesco FTSE RAFI US 1000 ETF 20.9 39 -23 7.3 +1.5
ICAP InfraCap Equity Income Fund ETF 20.9 171 -155 6.8 +1.0
FDMO Fidelity Momentum Factor ETF 20.8 15 1 3.7 -2.1
KOKU Xtrackers MSCI Kokusai Equity ETF 20.8 9 7 5.5 -0.4
DIVL Madison Dividend Value ETF 20.7 65 -49 6.1 +0.3
JHML John Hancock Multifactor Large Cap ETF 20.7 29 -13 5.6 -0.2
SPXT ProShares S&P 500 Ex-Technology ETF 20.7 9 7 5.7 -0.2
SUSA iShares MSCI USA ESG Select ETF 20.6 25 -9 5.4 -0.5
DIVB iShares Core Dividend ETF 20.6 5 11 8.0 +2.2
SPMO Invesco S&P 500 Momentum ETF 20.4 13 3 3.7 -2.1
CACG ClearBridge All Cap Growth ESG ETF 20.3 54 -38 3.4 -2.4
JHDV John Hancock U.S. High Dividend ETF 20.3 34 -18 6.5 +0.7
BGIG Bahl & Gaynor Income Growth ETF 20.3 45 -29 5.3 -0.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 20.3 25 -9 5.7 -0.2
KRMA Global X Conscious Companies ETF 20.2 43 -27 5.8 -0.0
MGK Vanguard Mega Cap Growth ETF 20.2 7 9 4.4 -1.4
STXV Strive 1000 Value ETF 20.1 18 -2 7.8 +2.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 20.1 18 -2 6.3 +0.5
QUAL iShares MSCI USA Quality Factor ETF 20.0 15 1 5.5 -0.3
DFAC Dimensional U.S. Core Equity 2 ETF 20.0 17 -1 5.7 -0.2
SPMV Invesco S&P 500 Minimum Variance ETF 20.0 10 6 5.6 -0.2
FLRG Fidelity U.S. Multifactor ETF 19.9 15 1 7.7 +1.9
URTH iShares MSCI World ETF 19.9 24 -8 5.4 -0.4
IVW iShares S&P 500 Growth ETF 19.8 18 -2 4.5 -1.4
SPYG SPDR Portfolio S&P 500 Growth ETF 19.8 4 12 4.6 -1.2
VLU SPDR S&P 1500 Value Tilt ETF 19.8 12 4 7.1 +1.3
VUG Vanguard Growth ETF 19.7 4 12 4.3 -1.6
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 19.6 35 -19 7.2 +1.3
CGUS Capital Group Core Equity ETF 19.5 33 -17 4.7 -1.1
TECB iShares U.S. Tech Breakthrough Multisector ETF 19.4 40 -24 4.1 -1.7
IUSG iShares Core S&P U.S. Growth ETF 19.4 4 12 4.6 -1.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 19.3 70 -54 5.0 -0.9
NULC Nuveen ESG Large-Cap ETF 19.3 21 -5 5.5 -0.3
CAML Congress Large Cap Growth ETF 19.0 66 -50 3.5 -2.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 19.0 45 -29 4.7 -1.1
MDLV Morgan Dempsey Large Cap Value ETF 18.9 58 -42 8.6 +2.8
FTCS First Trust Capital Strength ETF 18.9 55 -39 5.6 -0.3
ILCG iShares Morningstar Growth ETF 18.8 4 12 4.1 -1.7
RAYD Rayliant Quantitative Developed Market Equity ETF 18.7 80 -64 4.5 -1.3
AVUS Avantis U.S. Equity ETF 18.7 15 1 6.0 +0.2
AFLG First Trust Active Factor Large Cap ETF 18.7 55 -39 6.2 +0.4
SNPV Xtrackers S&P 500 Value ESG ETF 18.6 15 1 6.8 +1.0
BUZZ VanEck Social Sentiment ETF 18.5 75 -59 -0.7 -6.5
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 18.5 56 -40 6.3 +0.5
ACSI American Customer Satisfaction ETF 18.5 65 -49 4.9 -0.9
GDVD R3 Global Dividend Growth ETF 18.4 88 -72 5.8 -0.0
ESGS Columbia U.S. ESG Equity Income ETF 18.4 35 -19 6.3 +0.5
VNSE Natixis Vaughan Nelson Select ETF 18.4 80 -64 3.2 -2.6
IWD iShares Russell 1000 Value ETF 18.4 19 -3 6.6 +0.7
PNQI Invesco NASDAQ Internet ETF 18.4 60 -44 2.6 -3.2
JQUA JPMorgan U.S. Quality Factor ETF 18.3 12 4 5.7 -0.1
DGT SPDR Global Dow ETF 18.3 50 -34 6.7 +0.8
ACWI iShares MSCI ACWI ETF 18.1 32 -16 5.5 -0.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 18.0 29 -13 6.3 +0.5
VONV Vanguard Russell 1000 Value ETF 18.0 8 8 6.7 +0.9
PSET Principal Quality ETF 17.9 15 1 5.7 -0.1
ROUS Hartford Multifactor US Equity ETF 17.9 19 -3 6.4 +0.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 17.9 9 7 5.7 -0.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 17.9 20 -4 5.6 -0.2
NULV Nuveen ESG Large-Cap Value ETF 17.7 26 -10 7.1 +1.3
SCHG Schwab U.S. Large-Cap Growth ETF 17.7 4 12 4.3 -1.5
USMV iShares MSCI USA Min Vol Factor ETF 17.6 15 1 6.1 +0.2
FBCG Fidelity Blue Chip Growth ETF 17.5 59 -43 2.6 -3.3
VEGN US Vegan Climate ETF 17.4 60 -44 4.7 -1.2
SFYF SoFi Social 50 ETF 17.4 29 -13 -2.6 -8.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 17.4 12 4 5.1 -0.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 17.3 25 -9 6.1 +0.2
TIME Clockwise Core Equity & Innovation ETF 17.1 95 -79 2.0 -3.9
GLOF iShares Global Equity Factor ETF 17.0 20 -4 7.1 +1.2
BKWO BNY Mellon Women's Opportunities ETF 16.8 50 -34 3.8 -2.0
WRND IQ Global Equity R&D Leaders ETF 16.7 18 -2 7.2 +1.4
VT Vanguard Total World Stock ETF 16.4 7 9 5.8 -0.0
QWLD SPDR MSCI World StrategicFactors ETF 16.4 30 -14 6.1 +0.2
QQQ Invesco QQQ Trust Series I 16.3 20 -4 4.6 -1.2
QQQM Invesco NASDAQ 100 ETF 16.3 15 1 4.7 -1.1
KOIN Capital Link Global Fintech Leaders ETF 16.2 75 -59 4.6 -1.2
XLV Health Care Select Sector SPDR Fund 16.2 9 7 7.1 +1.3
AIQ Global X Artificial Intelligence & Technology ETF 16.1 68 -52 4.2 -1.7
DURA VanEck Durable High Dividend ETF 16.1 29 -13 7.3 +1.5
IYH iShares U.S. Healthcare ETF 16.1 40 -24 6.2 +0.4
CGGR Capital Group Growth ETF 16.1 39 -23 3.5 -2.4
QGRW WisdomTree U.S. Quality Growth Fund 16.1 28 -12 4.7 -1.2
XLK Technology Select Sector SPDR Fund 16.1 9 7 5.2 -0.6
AVLV Avantis U.S. Large Cap Value ETF 16.0 15 1 7.5 +1.6
NUDV Nuveen ESG Dividend ETF 16.0 26 -10 7.5 +1.7
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 16.0 75 -59 3.8 -2.1
PZLG Puzzle Mature Growth 16.0 0 16 4.2 -1.7
EGUS iShares ESG Aware MSCI USA Growth ETF 15.9 18 -2 4.3 -1.5
NTZG Nuveen Global Net Zero Transition ETF 15.9 56 -40 4.9 -0.9
BTHM BlackRock Future U.S. Themes ETF 15.9 60 -44 4.3 -1.6
KOCG FIS Knights of Columbus Global Belief ETF 15.8 75 -59 5.3 -0.6
PWB Invesco Large Cap Growth ETF 15.8 56 -40 3.1 -2.7
AOTG AOT Growth and Innovation ETF 15.7 75 -59 3.0 -2.8
JVAL JPMorgan U.S. Value Factor ETF 15.6 12 4 8.4 +2.5
FDG American Century Focused Dynamic Growth ETF 15.6 45 -29 2.7 -3.2
IYC iShares U.S. Consumer Discretionary ETF 15.5 40 -24 3.8 -2.1
XNTK SPDR NYSE Technology ETF 15.4 35 -19 4.0 -1.9
RUFF Alpha Dog ETF 15.3 94 -78 4.8 -1.0
SHRY First Trust Bloomberg Shareholder Yield ETF 15.2 60 -44 6.9 +1.1
ONEQ Fidelity Nasdaq Composite Index ETF 15.2 21 -5 3.9 -1.9
VHT Vanguard Health Care ETF 15.2 10 6 5.7 -0.1
CGDV Capital Group Dividend Value ETF 15.1 33 -17 5.8 -0.1
VIRS Pacer BioThreat Strategy ETF 15.0 70 -54 6.0 +0.2
IGM iShares Expanded Tech Sector ETF 15.0 41 -25 4.5 -1.3
FCPI Fidelity Stocks for Inflation ETF 14.9 15 1 8.6 +2.8
XLY Consumer Discretionary Select Sector SPDR Fund 14.9 9 7 5.1 -0.8
VFMV Vanguard U.S. Minimum Volatility ETF 14.9 13 3 5.4 -0.5
ACVF American Conservative Values ETF 14.8 75 -59 4.4 -1.5
QQMG Invesco ESG NASDAQ 100 ETF 14.8 20 -4 4.7 -1.1
FTEC Fidelity MSCI Information Technology Index ETF 14.7 8 8 4.8 -1.1
IYJ iShares U.S. Industrials ETF 14.7 40 -24 4.8 -1.0
FBCV Fidelity Blue Chip Value ETF 14.7 59 -43 7.1 +1.2
VGT Vanguard Information Technology ETF 14.6 10 6 4.7 -1.2
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 14.6 61 -45 -4.0 -9.8
IEDI iShares U.S. Consumer Focused ETF 14.5 18 -2 5.0 -0.9
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 14.5 68 -52 5.3 -0.6
FHLC Fidelity MSCI Health Care Index ETF 14.5 8 8 5.9 +0.1
IYW iShares U.S. Technology ETF 14.5 40 -24 4.5 -1.4
TDIV First Trust NASDAQ Technology Dividend Index Fund 14.4 50 -34 5.8 0.0
VCR Vanguard Consumer Discretionary ETF 14.4 10 6 4.7 -1.1
JGRO JPMorgan Active Growth ETF 14.4 44 -28 3.4 -2.4
LEGR First Trust Indxx Innovative Transaction & Process ETF 14.4 65 -49 8.4 +2.5
FDIS Fidelity MSCI Consumer Discretionary Index ETF 14.4 8 8 4.9 -1.0
IXN iShares Global Tech ETF 14.3 41 -25 4.3 -1.5
DEMZ Democratic Large Cap Core ETF 14.3 45 -29 4.2 -1.6
MTUM iShares MSCI USA Momentum Factor ETF 14.3 15 1 3.7 -2.1
JEPI JPMorgan Equity Premium Income ETF 14.1 35 -19 5.3 -0.6
TTAC FCF US Quality ETF 14.1 59 -43 6.5 +0.7
HDV iShares Core High Dividend ETF 13.9 8 8 8.1 +2.3
FDWM Fidelity Women's Leadership ETF 13.9 59 -43 4.8 -1.0
CHAT Roundhill Generative AI & Technology ETF 13.9 75 -59 4.2 -1.6
XLF Financial Select Sector SPDR Fund 13.5 9 7 6.0 +0.2
JAVA JPMorgan Active Value ETF 13.4 44 -28 6.3 +0.5
FUNL CornerCap Fundametrics Large-Cap ETF 13.4 50 -34 7.0 +1.1
UDI USCF Dividend Income Fund 13.4 65 -49 7.4 +1.6
METV Roundhill Ball Metaverse ETF 13.3 59 -43 3.4 -2.5
IYG iShares US Financial Services ETF 13.3 40 -24 5.8 -0.1
IXJ iShares Global Healthcare ETF 13.2 42 -26 6.1 +0.3
PWV Invesco Large Cap Value ETF 13.2 55 -39 7.6 +1.7
AUSF Global X Adaptive U.S. Factor ETF 13.1 27 -11 9.0 +3.1
DARP Grizzle Growth ETF 13.1 75 -59 3.2 -2.7
WFH Direxion Work From Home ETF 13.1 45 -29 0.0 -5.8
DRUP GraniteShares Nasdaq Select Disruptors ETF 13.0 60 -44 3.9 -1.9
VFH Vanguard Financials ETF 13.0 10 6 6.4 +0.6
CHGX AXS Change Finance ESG ETF 12.9 49 -33 5.1 -0.8
SCHD Schwab US Dividend Equity ETF 12.8 6 10 9.6 +3.8
FNCL Fidelity MSCI Financials Index ETF 12.7 8 8 6.5 +0.6
EQUL IQ Engender Equality ETF 12.6 45 -29 6.8 +1.0
GK AdvisorShares Gerber Kawasaki ETF 12.6 75 -59 3.2 -2.6
SKYY First Trust Cloud Computing ETF 12.6 60 -44 3.5 -2.4
AGQI First Trust Active Global Quality Income ETF 12.6 85 -69 5.8 0.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 12.5 35 -19 6.0 +0.2
CLOD Themes Cloud Computing ETF 12.5 35 -19 3.7 -2.2
RXI iShares Global Consumer Discretionary ETF 12.5 41 -25 5.5 -0.3
CGGO Capital Group Global Growth Equity ETF 12.5 47 -31 4.3 -1.5
WISE Themes Generative Artificial Intelligence ETF 12.5 35 -19 2.1 -3.7
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 12.4 49 -33 10.5 +4.6
ITAN Sparkline Intangible Value ETF 12.4 50 -34 6.2 +0.3
JMOM JPMorgan U.S. Momentum Factor ETF 12.4 12 4 4.8 -1.0
MILN Global X Millennial Consumer ETF 12.4 50 -34 2.4 -3.4
RDVY First Trust Rising Dividend Achievers ETF 12.4 50 -34 9.6 +3.8
PY Principal Value ETF 12.3 15 1 7.5 +1.7
XLI Industrial Select Sector SPDR Fund 12.2 9 7 4.4 -1.5
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 12.2 25 -9 5.8 -0.1
SPLV Invesco S&P 500 Low Volatility ETF 12.2 25 -9 5.7 -0.1
BMVP Invesco Bloomberg MVP Multi-factor ETF 12.2 29 -13 8.1 +2.3
ALTL Pacer Lunt Large Cap Alternator ETF 12.2 60 -44 5.3 -0.5
VSDA VictoryShares Dividend Accelerator ETF 12.2 35 -19 6.1 +0.2
DFLV Dimensional US Large Cap Value ETF 12.1 22 -6 7.8 +2.0
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 12.1 50 -34 7.9 +2.1
REVS Columbia Research Enhanced Value ETF 12.1 19 -3 7.7 +1.9
GINN Goldman Sachs Innovate Equity ETF 12.0 52 -36 2.7 -3.1
VALQ American Century U.S. Quality Value ETF 12.0 29 -13 7.4 +1.6
TDV ProShares S&P Technology Dividend Aristocrats ETF 12.0 45 -29 6.1 +0.3
KRUZ Unusual Whales Subversive Republican Trading ETF 11.9 75 -59 4.9 -0.9
DFNV Donoghue Forlines Innovation ETF 11.7 69 -53 5.0 -0.8
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 11.7 12 4 5.5 -0.3
IGV iShares Expanded Tech-Software Sector ETF 11.6 41 -25 3.3 -2.5
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 11.5 60 -44 4.4 -1.5
FLV American Century Focused Large Cap Value ETF 11.3 42 -26 6.5 +0.7
HART IQ Healthy Hearts ETF 11.2 45 -29 5.3 -0.5
SDY SPDR S&P Dividend ETF 11.2 35 -19 6.3 +0.4
DFND Siren DIVCON Dividend Defender ETF 11.2 189 -173 3.9 -1.9
DFUV Dimensional US Marketwide Value ETF 11.1 22 -6 7.6 +1.8
DIP BTD Capital Fund 11.1 129 -113 5.0 -0.8
ACWV iShares MSCI Global Min Vol Factor ETF 11.1 20 -4 6.7 +0.9
VERS ProShares Metaverse ETF 10.9 58 -42 -8.3 -14.1
IXG iShares Global Financials ETF 10.9 42 -26 6.8 +1.0
NBCC Neuberger Berman Next Generation Connected Consumer ETF 10.6 56 -40 1.7 -4.2
LEAD Siren DIVCON Leaders Dividend ETF 10.6 43 -27 5.2 -0.6
OGIG ALPS O'Shares Global Internet Giants ETF 10.5 48 -32 0.5 -5.4
DSTL Distillate US Fundamental Stability & Value ETF 10.3 39 -23 7.8 +2.0
IPDP Dividend Performers ETF 10.3 122 -106 4.9 -1.0
KBWB Invesco KBW Bank ETF 10.2 35 -19 9.1 +3.3
MVPS Amplify Thematic All-Stars ETF 10.2 49 -33 1.7 -4.2
DIVS SmartETFs Dividend Builder ETF 10.1 65 -49 4.7 -1.2
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 10.1 15 1 10.1 +4.3
GVIP Goldman Sachs Hedge Industry VIP ETF 10.0 45 -29 4.6 -1.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 10.0 20 -4 6.4 +0.5
WUGI AXS Esoterica NextG Economy ETF 9.9 75 -59 2.1 -3.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 9.9 79 -63 6.2 +0.4
RTH VanEck Retail ETF 9.8 35 -19 6.0 +0.2
ANEW ProShares MSCI Transformational Changes ETF 9.8 45 -29 3.3 -2.5
GGRW Gabelli Growth Innovators ETF 9.8 90 -74 2.3 -3.5
GURU Global X Guru Index ETF 9.7 75 -59 2.5 -3.3
SPVU Invesco S&P 500 Enhanced Value ETF 9.7 13 3 9.1 +3.3
FTGS First Trust Growth Strength ETF 9.7 60 -44 6.5 +0.6
FVD First Trust Value Line Dividend Index Fund 9.6 65 -49 6.0 +0.2
TMDV ProShares Russell US Dividend Growers ETF 9.6 35 -19 6.5 +0.7
VIS Vanguard Industrials ETF 9.6 10 6 4.5 -1.4
ROE Astoria US Quality Kings ETF 9.6 49 -33 8.1 +2.3
FIDU Fidelity MSCI Industrial Index ETF 9.5 8 8 4.7 -1.1
INNO Harbor Disruptive Innovation ETF 9.5 75 -59 -3.5 -9.4
HLGE Hartford Longevity Economy ETF 9.4 44 -28 6.6 +0.8
MEDX Horizon Kinetics Medical ETF 9.4 85 -69 -0.2 -6.0
PJP Invesco Pharmaceuticals ETF 9.4 57 -41 7.4 +1.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 9.3 15 1 7.0 +1.2
PFI Invesco Dorsey Wright Financial Momentum ETF 9.3 60 -44 6.2 +0.4
CLOU Global X Cloud Computing ETF 9.3 68 -52 2.1 -3.8
SDOG ALPS Sector Dividend Dogs ETF 9.3 36 -20 9.5 +3.6
OALC OneAscent Large Cap Core ETF 9.2 86 -70 5.9 +0.0
SSPX Janus Henderson U.S. Sustainable Equity ETF 9.2 55 -39 4.0 -1.9
VFQY Vanguard U.S. Quality Factor ETF 9.0 13 3 7.2 +1.4
FCLD Fidelity Cloud Computing ETF 8.9 39 -23 2.4 -3.5
DRIV Global X Autonomous & Electric Vehicles ETF 8.9 68 -52 3.4 -2.5
SQEW LeaderShares Equity Skew ETF 8.9 81 -65 6.1 +0.2
XDAT Franklin Exponential Data ETF 8.7 50 -34 2.9 -3.0
USXF iShares ESG Advanced MSCI USA ETF 8.7 10 6 5.2 -0.6
SAMT Strategas Macro Thematic Opportunities ETF 8.7 65 -49 4.7 -1.1
MEDI Harbor Health Care ETF 8.7 80 -64 0.9 -4.9
IHF iShares U.S. Healthcare Providers ETF 8.7 40 -24 6.0 +0.1
DIVZ TrueShares Low Volatility Equity Income ETF 8.7 65 -49 8.6 +2.7
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 8.7 75 -59 5.4 -0.5
GBUY Goldman Sachs Future Consumer Equity ETF 8.6 75 -59 3.1 -2.7
FDN First Trust Dow Jones Internet Index Fund 8.5 52 -36 1.5 -4.4
FTXH First Trust Nasdaq Pharmaceuticals ETF 8.5 60 -44 9.1 +3.3
SSPY Syntax Stratified LargeCap ETF 8.4 30 -14 6.5 +0.6
QDIV Global X S&P 500 Quality Dividend ETF 8.3 20 -4 8.6 +2.8
MOTE VanEck Morningstar ESG Moat ETF 8.2 49 -33 5.2 -0.7
FDL First Trust Morningstar Dividend Leaders Index Fund 8.2 45 -29 9.7 +3.9
MOAT VanEck Morningstar Wide Moat ETF 8.2 46 -30 6.3 +0.4
USMF WisdomTree U.S. Multifactor Fund 8.1 28 -12 6.9 +1.1
FMET Fidelity Metaverse ETF 8.0 39 -23 4.4 -1.5
CARZ First Trust NASDAQ Global Auto Index Fund 8.0 70 -54 3.5 -2.4
MBOX Freedom Day Dividend ETF 8.0 39 -23 7.7 +1.9
DUSA Davis Select U.S. Equity ETF 7.9 61 -45 7.2 +1.4
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 7.9 75 -59 2.1 -3.8
NETZ TCW Transform Systems ETF 7.8 75 -59 3.4 -2.4
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 7.8 27 -11 8.4 +2.6
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 7.8 15 1 5.4 -0.5
RSPT Invesco S&P 500 Equal Weight Technology ETF 7.8 40 -24 5.6 -0.2
MRAD SmartETFs Advertising & Marketing Technology ETF 7.7 68 -52 4.2 -1.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 7.6 38 -22 8.3 +2.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 7.6 35 -19 8.3 +2.5
SXQG ETC 6 Meridian Quality Growth ETF 7.6 100 -84 4.4 -1.4
YALL God Bless America ETF 7.4 65 -49 3.6 -2.2
DEW WisdomTree Global High Dividend Fund 7.4 58 -42 9.1 +3.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 7.4 65 -49 3.8 -2.0
ABEQ Absolute Select Value ETF 7.4 85 -69 4.7 -1.1
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 7.4 40 -24 4.3 -1.5
DFNL Davis Select Financial ETF 7.2 63 -47 6.8 +1.0
RSPF Invesco S&P 500 Equal Weight Financials ETF 7.1 40 -24 7.1 +1.3
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 7.0 40 -24 5.5 -0.3
IYF iShares U.S. Financials ETF 6.9 40 -24 6.3 +0.5
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 6.9 30 -14 9.1 +3.3
DHS WisdomTree U.S. High Dividend Fund 6.9 38 -22 8.8 +2.9
EXI iShares Global Industrials ETF 6.9 42 -26 4.7 -1.2
VLUE iShares MSCI USA Value Factor ETF 6.8 15 1 10.7 +4.9
CFA VictoryShares US 500 Volatility Wtd ETF 6.8 35 -19 6.0 +0.1
EQRR ProShares Equities for Rising Rates ETF 6.8 35 -19 7.8 +2.0
LCLG Logan Capital Broad Innovative Growth ETF 6.8 99 -83 4.9 -1.0
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 6.8 40 -24 5.9 +0.1
POWA Invesco Bloomberg Pricing Power ETF 6.7 40 -24 5.1 -0.7
TOLL Tema Monopolies and Oligopolies ETF 6.7 75 -59 2.6 -3.2
IVRS iShares Future Metaverse Tech and Communications ETF 6.7 47 -31 -5.3 -11.1
RSPH Invesco S&P 500 Equal Weight Health Care ETF 6.7 40 -24 7.3 +1.5
PINK Simplify Health Care ETF 6.7 50 -34 3.3 -2.5
NBDS Neuberger Berman Disrupters ETF 6.7 55 -39 1.9 -3.9
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 6.7 69 -53 8.3 +2.5
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 6.6 58 -42 4.8 -1.0
WLDR Affinity World Leaders Equity ETF 6.5 67 -51 8.5 +2.7
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 6.4 60 -44 5.0 -0.8
ARVR First Trust Indxx Metaverse ETF 6.3 70 -54 2.5 -3.3
PPA Invesco Aerospace & Defense ETF 6.3 58 -42 3.5 -2.3
ROKT SPDR S&P Kensho Final Frontiers ETF 6.3 45 -29 -0.6 -6.4
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 6.3 35 -19 4.8 -1.0
BUYZ Franklin Disruptive Commerce ETF 6.2 50 -34 2.1 -3.8
GCOW Pacer Global Cash Cows Dividend ETF 6.2 60 -44 13.6 +7.8
AIVL WisdomTree U.S. AI Enhanced Value Fund 6.2 38 -22 6.7 +0.9
RSP Invesco S&P 500 Equal Weight ETF 6.1 20 -4 6.2 +0.4
SPDV AAM S&P 500 High Dividend Value ETF 6.0 29 -13 10.5 +4.6
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.0 60 -44 5.6 -0.3
JRNY ALPS Global Travel Beneficiaries ETF 5.9 65 -49 0.0 -5.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 5.9 9 7 6.0 +0.2
HAPY Harbor Human Capital Factor Unconstrained ETF 5.9 50 -34 4.8 -1.1
CBSE Clough Select Equity ETF 5.8 85 -69 -2.3 -8.1
TMFG Motley Fool Global Opportunities ETF 5.7 85 -69 3.3 -2.6
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 5.7 57 -41 3.8 -2.0
SPYD SPDR Portfolio S&P 500 High Dividend ETF 5.7 7 9 9.4 +3.5
TRFM AAM Transformers ETF 5.7 49 -33 1.2 -4.6
FDIV MarketDesk Focused U.S. Dividend ETF 5.7 35 -19 8.8 +3.0
AGNG Global X Aging Population ETF 5.6 50 -34 4.1 -1.7
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 5.6 60 -44 7.7 +1.8
FTWO Strive FAANG 2.0 ETF 5.6 49 -33 4.7 -1.1
DBLV AdvisorShares DoubleLine Value Equity ETF 5.5 90 -74 7.5 +1.6
JOET Virtus Terranova US Quality Momentum ETF 5.5 29 -13 5.2 -0.7
HOMZ Hoya Capital Housing ETF 5.3 30 -14 8.1 +2.3
OCEN IQ Clean Oceans ETF 5.3 45 -29 5.3 -0.5
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 5.3 49 -33 4.8 -1.1
BLOK Amplify Transformational Data Sharing ETF 5.3 75 -59 1.1 -4.7
FTC First Trust Large Cap Growth AlphaDEX Fund 5.3 59 -43 2.8 -3.0
RSPN Invesco S&P 500 Equal Weight Industrials ETF 5.2 40 -24 3.8 -2.1
PEXL Pacer US Export Leaders ETF 5.2 60 -44 5.1 -0.7
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 5.2 40 -24 6.0 +0.2
DVY iShares Select Dividend ETF 5.1 38 -22 9.1 +3.3
RUNN Running Oak Efficient Growth ETF 5.1 58 -42 4.8 -1.0
FIVG Defiance Next Gen Connectivity ETF 5.0 30 -14 6.7 +0.9
KNCT Invesco Next Gen Connectivity ETF 5.0 40 -24 5.9 +0.1
DIVY Sound Equity Dividend Income ETF 5.0 45 -29 10.5 +4.6
SNSR Global X Internet of Things ETF 5.0 68 -52 4.3 -1.6
SIXL ETC 6 Meridian Low Beta Equity ETF 4.9 80 -64 5.1 -0.7
QTUM Defiance Quantum ETF 4.9 40 -24 3.9 -1.9
EUSA iShares MSCI USA Equal Weighted ETF 4.9 9 7 6.1 +0.3
FEX First Trust Large Cap Core AlphaDEX Fund 4.8 59 -43 5.6 -0.3
KXI iShares Global Consumer Staples ETF 4.8 41 -25 5.6 -0.3
XLP Consumer Staples Select Sector SPDR Fund 4.8 9 7 5.9 +0.0
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 4.8 8 8 5.9 +0.1
VDC Vanguard Consumer Staples ETF 4.8 10 6 6.0 +0.2
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 4.8 60 -44 8.0 +2.2
IHE iShares U.S. Pharmaceuticals ETF 4.7 40 -24 8.3 +2.5
XPH SPDR S&P Pharmaceuticals ETF 4.7 35 -19 5.1 -0.8
PPH VanEck Pharmaceutical ETF 4.7 36 -20 8.8 +3.0
ROYA Tema Global Royalties ETF 4.7 75 -59 4.6 -1.2
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 4.7 40 -24 6.8 +1.0
PBE Invesco Biotechnology & Genome ETF 4.7 58 -42 0.7 -5.2
IBB iShares Biotechnology ETF 4.7 45 -29 0.9 -5.0
BBH VanEck Biotech ETF 4.7 35 -19 5.2 -0.6
IBBQ Invesco Nasdaq Biotechnology ETF 4.7 19 -3 0.9 -4.9
ULVM VictoryShares US Value Momentum ETF 4.7 20 -4 7.4 +1.6
RPG Invesco S&P 500 Pure Growth ETF 4.6 35 -19 3.4 -2.4
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 4.6 47 -31 0.7 -5.2
WTV WisdomTree US Value Fund of Benef Interest 4.6 12 4 8.7 +2.8
ARKX ARK Space Exploration & Innovation ETF 4.6 75 -59 1.7 -4.1
VFMF Vanguard U.S. Multifactor ETF 4.6 18 -2 8.7 +2.8
BIBL Inspire 100 ETF 4.6 35 -19 4.8 -1.0
UFO Procure Space ETF 4.5 75 -59 -4.0 -9.8
SPGP Invesco S&P 500 GARP ETF 4.5 34 -18 8.5 +2.7
FLOW Global X U.S. Cash Flow Kings 100 ETF 4.5 25 -9 11.1 +5.2
PKB Invesco Building & Construction ETF 4.5 62 -46 7.7 +1.9
SMRI Bushido Capital US Equity ETF 4.5 71 -55 10.2 +4.4
BMED Future Health ETF 4.5 85 -69 0.2 -5.6
COWZ Pacer US Cash Cows 100 ETF 4.5 49 -33 11.0 +5.1
NXTG First Trust Indxx NextG ETF 4.5 70 -54 6.0 +0.2
SANE Subversive Mental Health ETF 4.5 75 -59 0.0 -5.8
SIZE iShares MSCI USA Size Factor ETF 4.5 15 1 6.0 +0.2
MAGA Point Bridge America First ETF 4.5 72 -56 6.3 +0.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.4 18 -2 7.6 +1.8
WTAI WisdomTree Artificial Intelligence and Innovation Fund 4.4 45 -29 1.4 -4.5
SPVM Invesco S&P 500 Value with Momentum ETF 4.3 39 -23 8.4 +2.5
BWEB Bitwise Web3 ETF 4.3 85 -69 0.9 -4.9
WDNA WisdomTree BioRevolution Fund 4.3 45 -29 -4.5 -10.4
ITB iShares U.S. Home Construction ETF 4.3 40 -24 10.8 +5.0
IBUY Amplify Online Retail ETF 4.2 65 -49 1.8 -4.1
VFMO Vanguard U.S. Momentum Factor ETF 4.1 13 3 2.8 -3.1
FTA First Trust Large Cap Value AlphaDEX Fund 4.1 59 -43 8.2 +2.4
SATO Invesco Alerian Galaxy Crypto Economy ETF 4.0 61 -45 -13.0 -18.8
QGRO American Century U.S. Quality Growth ETF 4.0 29 -13 5.8 -0.0
PEY Invesco High Yield Equity Dividend Achievers ETF 4.0 52 -36 9.4 +3.5
AIEQ AI Powered Equity ETF 3.9 75 -59 6.1 +0.3
VFVA Vanguard U.S. Value Factor ETF 3.9 13 3 10.6 +4.8
XT iShares Exponential Technologies ETF 3.8 46 -30 3.9 -2.0
EATZ AdvisorShares Restaurant ETF 3.8 101 -85 2.7 -3.2
BPAY BlackRock Future Financial and Technology ETF 3.8 70 -54 8.3 +2.5
IYK iShares U.S. Consumer Staples ETF 3.8 40 -24 6.4 +0.6
TINT ProShares Smart Materials ETF 3.8 58 -42 5.6 -0.2
FXH First Trust Health Care AlphaDEX Fund 3.7 62 -46 7.1 +1.2
IQM Franklin Intelligent Machines ETF 3.7 50 -34 3.1 -2.8
KBWP Invesco KBW Property & Casualty Insurance ETF 3.7 35 -19 5.9 +0.1
IAK iShares U.S. Insurance ETF 3.7 40 -24 6.3 +0.5
RSHO Tema American Reshoring ETF 3.6 75 -59 3.6 -2.2
DIV Global X SuperDividend US ETF 3.6 45 -29 7.8 +2.0
GDOC Goldman Sachs Future Health Care Equity ETF 3.5 75 -59 3.2 -2.7
FBT First Trust NYSE Arca Biotechnology Index Fund 3.5 56 -40 0.1 -5.8
PTF Invesco Dorsey Wright Technology Momentum ETF 3.4 60 -44 0.6 -5.3
EQAL Invesco Russell 1000 Equal Weight ETF 3.4 20 -4 6.0 +0.1
XHB SPDR S&P Homebuilders ETF 3.4 35 -19 8.6 +2.8
FXL First Trust Technology AlphaDEX Fund 3.4 61 -45 4.1 -1.8
KONG Formidable Fortress ETF 3.4 89 -73 6.2 +0.4
FFND Future Fund Active ETF 3.3 100 -84 0.3 -5.6
KOMP SPDR S&P Kensho New Economies Composite ETF 3.3 20 -4 2.1 -3.8
ETHO Etho Climate Leadership U.S. ETF 3.2 47 -31 4.1 -1.8
DTEC ALPS Disruptive Technologies ETF 3.2 50 -34 3.3 -2.6
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 3.2 61 -45 6.2 +0.3
FTXO First Trust Nasdaq Bank ETF 3.2 60 -44 10.3 +4.4
CLNR IQ Cleaner Transport ETF 3.2 45 -29 8.3 +2.4
NULG Nuveen ESG Large-Cap Growth ETF 3.2 26 -10 4.4 -1.4
IBLC iShares Blockchain and Tech ETF 3.1 47 -31 -1.0 -6.8
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 3.1 58 -42 4.6 -1.3
DEUS Xtrackers Russell US Multifactor ETF 3.1 17 -1 7.1 +1.3
ONLN ProShares Online Retail ETF 3.0 58 -42 3.1 -2.8
DWLD Davis Select Worldwide ETF 3.0 63 -47 5.6 -0.2
EBIZ Global X E-Commerce ETF 3.0 50 -34 1.2 -4.7
FPAG FPA Global Equity ETF 3.0 49 -33 5.7 -0.2
LRNZ TrueShares Technology, AI & Deep Learning ETF 3.0 69 -53 -1.2 -7.0
RBLD First Trust Alerian US NextGen Infrastructure ETF 3.0 65 -49 5.1 -0.7
FOVL iShares Focused Value Factor ETF 3.0 25 -9 10.1 +4.3
USVT US Value ETF 3.0 49 -33 11.3 +5.5
MISL First Trust Indxx Aerospace & Defense ETF 2.9 60 -44 3.4 -2.4
ITA iShares U.S. Aerospace & Defense ETF 2.9 40 -24 2.8 -3.0
XAR SPDR S&P Aerospace & Defense ETF 2.9 35 -19 -1.2 -7.0
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 2.9 75 -59 5.2 -0.6
ISHP First Trust Nasdaq Retail ETF 2.9 60 -44 3.2 -2.7
GGME Invesco Next Gen Media and Gaming ETF 2.9 60 -44 4.1 -1.7
BUL Pacer US Cash Cows Growth ETF 2.9 60 -44 7.5 +1.7
RPV Invesco S&P 500 Pure Value ETF 2.8 35 -19 9.9 +4.0
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.8 60 -44 10.2 +4.3
FILL iShares MSCI Global Energy Producers ETF 2.8 39 -23 9.0 +3.2
HAP VanEck Natural Resources ETF 2.8 50 -34 9.5 +3.6
IGE iShares North American Natural Resources ETF 2.8 41 -25 6.4 +0.5
IXC iShares Global Energy ETF 2.8 44 -28 8.2 +2.4
VDE Vanguard Energy ETF 2.8 10 6 6.8 +1.0
FENY Fidelity MSCI Energy Index ETF 2.8 8 8 6.8 +1.0
IYE iShares U.S. Energy ETF 2.8 40 -24 6.5 +0.7
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 2.8 46 -30 8.8 +3.0
DRLL Strive U.S. Energy ETF 2.8 41 -25 6.4 +0.6
FTXN First Trust Nasdaq Oil & Gas ETF 2.8 60 -44 7.1 +1.3
NANR SPDR S&P North American Natural Resources ETF 2.8 35 -19 6.6 +0.8
RSPG Invesco S&P 500 Equal Weight Energy ETF 2.8 40 -24 7.2 +1.3
FXN First Trust Energy AlphaDEX Fund 2.8 62 -46 3.4 -2.4
XLE Energy Select Sector SPDR Fund 2.8 9 7 6.9 +1.1
SYLD Cambria Shareholder Yield ETF 2.7 59 -43 11.5 +5.7
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 2.7 60 -44 4.7 -1.1
BFOR ALPS Barron's 400 ETF 2.7 65 -49 6.6 +0.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.7 65 -49 1.6 -4.2
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 2.6 40 -24 8.6 +2.7
IXP iShares Global Comm Services ETF 2.6 42 -26 5.3 -0.5
XLC Communication Services Select Sector SPDR Fund 2.6 9 7 6.8 +1.0
VOX Vanguard Communication Services ETF 2.6 10 6 5.1 -0.7
FCOM Fidelity MSCI Communication Services Index ETF 2.6 8 8 4.8 -1.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.6 64 -48 2.1 -3.8
XOP SPDR S&P Oil & Gas Exploration & Production ETF 2.6 35 -19 10.0 +4.1
SIMS SPDR S&P Kensho Intelligent Structures ETF 2.6 45 -29 -3.3 -9.1
PKW Invesco Buyback Achievers ETF 2.6 62 -46 7.1 +1.3
FXG First Trust Consumer Staples AlphaDEX Fund 2.5 63 -47 6.5 +0.7
XRT SPDR S&P Retail ETF 2.5 35 -19 8.8 +3.0
GNR SPDR S&P Global Natural Resources ETF 2.5 40 -24 9.2 +3.3
GVLU Gotham 1000 Value ETF 2.4 50 -34 7.4 +1.6
SDG iShares MSCI Global Sustainable Development Goals ETF 2.4 49 -33 5.8 -0.1
XSW SPDR S&P Software & Services ETF 2.3 35 -19 2.9 -3.0
NDIV Amplify Natural Resources Dividend Income ETF 2.3 59 -43 9.7 +3.9
IWFH iShares Virtual Work and Life Multisector ETF 2.2 47 -31 -3.5 -9.3
PAWZ ProShares Pet Care ETF 2.2 50 -34 4.0 -1.9
IDNA iShares Genomics Immunology and Healthcare ETF 2.2 47 -31 -5.2 -11.0
CANC Tema Oncology ETF 2.2 75 -59 -4.4 -10.2
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 2.2 106 -90 2.9 -2.9
XHS SPDR S&P Health Care Services ETF 2.2 35 -19 5.8 -0.1
FIXT Procure Disaster Recovery Strategy ETF 2.2 75 -59 5.7 -0.2
FITE SPDR S&P Kensho Future Security ETF 2.1 45 -29 3.0 -2.8
ONEO SPDR Russell 1000 Momentum Focus ETF 2.1 20 -4 7.1 +1.3
KIE SPDR S&P Insurance ETF 2.1 35 -19 6.7 +0.9
PXI Invesco Dorsey Wright Energy Momentum ETF 2.1 60 -44 7.2 +1.4
ONEY SPDR Russell 1000 Yield Focus ETF 2.1 20 -4 10.0 +4.1
FAB First Trust Multi Cap Value AlphaDEX Fund 2.1 67 -51 9.2 +3.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 2.1 75 -59 6.7 +0.8
JSTC Adasina Social Justice All Cap Global ETF 2.1 89 -73 4.8 -1.1
LNGG Roundhill Alerian LNG ETF 2.1 65 -49 8.5 +2.7
MOTG VanEck Morningstar Global Wide Moat ETF 2.0 52 -36 5.8 -0.1
WBAT WisdomTree Battery Value Chain and Innovation Fund 2.0 45 -29 4.9 -0.9
GLIF AGF Global Infrastructure ETF 1.9 45 -29 5.5 -0.3
PDP Invesco Dorsey Wright Momentum ETF 1.8 62 -46 3.7 -2.2
BBP Virtus LifeSci Biotech Products ETF 1.8 79 -63 -4.8 -10.6
FDIG Fidelity Crypto Industry and Digital Payments ETF 1.8 39 -23 -1.3 -7.2
BNE Blue Horizon BNE ETF 1.8 87 -71 5.0 -0.9
KCE SPDR S&P Capital Markets ETF 1.8 35 -19 7.2 +1.4
GERM ETFMG Treatments Testing and Advancements ETF 1.8 68 -52 -6.6 -12.4
FXD First Trust Consumer Discretionary AlphaDEX Fund 1.8 61 -45 5.0 -0.8
SAGP Strategas Global Policy Opportunities ETF 1.7 65 -49 4.5 -1.3
KLDW Knowledge Leaders Developed World ETF 1.7 75 -59 4.9 -0.9
WBIY WBI Power Factor High Dividend ETF 1.7 100 -84 11.0 +5.1
WCLD WisdomTree Cloud Computing Fund 1.7 45 -29 1.5 -4.3
JETS U.S. Global Jets ETF 1.7 60 -44 -15.6 -21.4
FXO First Trust Financials AlphaDEX Fund 1.7 62 -46 9.2 +3.4
LUXX Roundhill S&P Global Luxury ETF 1.6 45 -29 2.7 -3.1
SPHB Invesco S&P 500 High Beta ETF 1.6 25 -9 5.0 -0.9
IYZ iShares U.S. Telecommunications ETF 1.5 40 -24 8.3 +2.5
XTL SPDR S&P Telecom ETF 1.5 35 -19 6.6 +0.7
CVAR Cultivar ETF 1.5 87 -71 6.9 +1.1
IMCV iShares Morningstar Mid-Cap Value ETF 1.5 6 10 7.9 +2.1
CNCR Range Cancer Therapeutics ETF 1.5 79 -63 -32.7 -38.5
ARKQ ARK Autonomous Technology & Robotics ETF 1.5 75 -59 1.6 -4.2
SRHQ SRH U.S. Quality ETF 1.4 35 -19 8.0 +2.2
KBE SPDR S&P Bank ETF 1.4 35 -19 11.2 +5.3
TRFK Pacer Data and Digital Revolution ETF 1.4 60 -44 4.0 -1.8
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.3 30 -14 7.8 +1.9
BITQ Bitwise Crypto Industry Innovators ETF 1.2 85 -69 -4.7 -10.5
TXS Texas Capital Texas Equity Index ETF 1.2 49 -33 5.6 -0.3
XBI SPDR S&P BIOTECH ETF 1.1 35 -19 -1.4 -7.2
ARKG ARK Genomic Revolution ETF 1.1 75 -59 -9.2 -15.0
FTXG First Trust Nasdaq Food & Beverage ETF 1.0 60 -44 6.3 +0.5
AHOY Newday Ocean Health ETF 1.0 75 -59 5.6 -0.2
ARKW ARK Next Generation Internet ETF 1.0 87 -71 -2.9 -8.7
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.0 54 -38 6.2 +0.4
TPHD Timothy Plan High Dividend Stock ETF 1.0 52 -36 6.2 +0.4
FMAT Fidelity MSCI Materials Index ETF 1.0 8 8 6.6 +0.7
MXI iShares Global Materials ETF 1.0 41 -25 6.6 +0.8
FXZ First Trust Materials AlphaDEX Fund 1.0 61 -45 10.2 +4.4
XLB Materials Select Sector SPDR Fund 1.0 9 7 5.8 -0.1
SMOT VanEck Morningstar SMID Moat ETF 1.0 49 -33 6.3 +0.5
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 1.0 60 -44 8.0 +2.1
VAW Vanguard Materials ETF 1.0 10 6 6.5 +0.6
RDIV Invesco S&P Ultra Dividend Revenue ETF 1.0 39 -23 10.6 +4.8
RSPM Invesco S&P 500 Equal Weight Materials ETF 1.0 40 -24 7.6 +1.7
IYM iShares U.S. Basic Materials ETF 1.0 40 -24 6.7 +0.9
IMCB iShares Morningstar Mid-Cap ETF 0.9 4 12 6.1 +0.3
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 0.9 85 -69 -0.9 -6.7
FLDZ RiverNorth Patriot ETF 0.8 75 -59 5.8 -0.0
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 0.8 60 -44 3.8 -2.0
QVAL Alpha Architect US Quantitative Value ETF 0.8 39 -23 11.1 +5.3
CIBR First Trust NASDAQ Cybersecurity ETF 0.8 60 -44 3.9 -1.9
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 0.8 41 -25 8.8 +2.9
ACTV LeaderShares Activist Leaders ETF 0.8 75 -59 8.1 +2.3
COWS Amplify Cash Flow Dividend Leaders ETF 0.8 0 16 10.6 +4.8
PUI Invesco Dorsey Wright Utilities Momentum ETF 0.7 60 -44 6.2 +0.4
WDIV SPDR S&P Global Dividend ETF 0.7 40 -24 10.2 +4.4
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.7 47 -31 5.9 +0.1
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.7 56 -40 13.9 +8.1
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.6 20 -4 8.0 +2.1
HAIL SPDR S&P Kensho Smart Mobility ETF 0.6 45 -29 -2.0 -7.9
SMH VanEck Semiconductor ETF 0.6 35 -19 4.2 -1.6
XSD SPDR S&P Semiconductor ETF 0.6 35 -19 5.1 -0.7
IGPT Invesco AI and Next Gen Software ETF 0.6 60 -44 3.8 -2.0
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 0.6 40 -24 3.8 -2.0
PSI Invesco Semiconductors ETF 0.6 57 -41 5.1 -0.7
TINY ProShares Nanotechnology ETF 0.6 58 -42 1.9 -4.0
SOXQ Invesco PHLX Semiconductor ETF 0.6 19 -3 5.1 -0.8
CGV Conductor Global Equity Value ETF 0.6 130 -114 11.3 +5.5
IDAT iShares Future Cloud 5G and Tech ETF 0.6 47 -31 4.5 -1.3
DTCR Global X Data Center & Digital Infrastructure ETF 0.6 50 -34 2.7 -3.2
SOXX iShares Semiconductor ETF 0.6 35 -19 5.3 -0.6
FTXL First Trust Nasdaq Semiconductor ETF 0.6 60 -44 6.1 +0.3
FFTY Innovator IBD 50 ETF 0.5 80 -64 0.1 -5.8
IMCG iShares Morningstar Mid-Cap Growth ETF 0.4 6 10 4.3 -1.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.4 58 -42 5.4 -0.5
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.3 52 -36 5.4 -0.4
DIHP Dimensional International High Profitability ETF 0.3 29 -13 6.9 +1.1
BLES Inspire Global Hope ETF 0.3 61 -45 6.3 +0.5
TGRW T. Rowe Price Growth Stock ETF 0.2 52 -36 4.2 -1.7
TDVG T. Rowe Price Dividend Growth ETF 0.2 50 -34 4.9 -0.9
TCHP T. Rowe Price Blue Chip Growth ETF 0.1 57 -41 3.6 -2.3
TEQI T. Rowe Price Equity Income ETF 0.1 54 -38 4.1 -1.8
ARB AltShares Merger Arbitrage ETF -3.8 77 -61 -0.2 -6.0

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

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RESULTS & ESTIMATES

  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:		 SPDR Dow Jones Industrial Average ETF Trust
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 22.8 %
Divided by: Fwd. P/BV 3.8 x
Less: Expense ratio 16 bp
Equals: ALTAR Score 5.8 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.57 CATEGORY
AVERAGE		 1.55
 
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.