Sound Equity Dividend Income ETF
ALTAR
Score™
7.9% info Recommen-
dation
SPECULATIVE
2025E    2026E
P/E
ratio
13.7x P/Sales
ratio
1.4x
P/BV
ratio
1.7x Div.
yield
3.7%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
DIVY is an actively managed, narrow portfolio, of US large- and midcap stocks, fundamentally selected for capital appreciation and dividend yield.

FUND BASICS
Category US Equities
Fund Sponsor Toroso Investments
Website www.soundetfs.com
Inception date Dec 30, 2020
Assets (mns) $30
Currency USD
Expense ratio 45 bp
Distributions Semi-Monthly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting Proprietary
Index replication
Uses derivatives No
Options available No

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 34
Wgt avg mkt cap (mns) $74,898
Large cap (>$10bn) 71.3%
Mid cap ($2-10bn) 22.3%
Small cap (<$2bn) 3.7%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
ENBRIDGE INC 4.6 %
GLAXOSMITHKLINE PLC-SPON ADR 4.5 %
OMNICOM GROUP 4.3 %
CITIZENS FINANCIAL GROUP, INC. 4.0 %
UNITED PARCEL SERVICE-CL B 3.9 %
EVERSOURCE ENERGY 3.9 %
CITIGROUP INC 3.5 %
GREIF INC-CL B 3.5 %
PERRIGO CO 3.4 %
AT&T INC 3.4 %
Total 39.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 81.0 %
BRITAIN 7.8 %
CANADA 4.3 %
IRELAND 3.5 %
FRANCE 2.9 %
CAYMAN ISLANDS 0.1 %





HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru January 31)
Year-to-date 1 year 5 years 10 years Since Incep.
4.9% 9.8% 10.7% -- 10.8%

Market Correlations
versus... Beta R-squared
S&P500 0.73 61%
MSCI EAFE 0.79 52%
MSCI Emg. Mkts. 0.62 38%

Technical Indicators
Recent close $28.74
30d moving avg. $27.88
Annualized volatility 14.4%
Short interest (ETF) 0.1%
Relative strength (RSI) 71

Liquidity measures
Avg. volume (thou.) 3
Turnover 0.3%
Bid/Ask (% of price) 0.77%
ADV underlying (mns) $6,353

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 957 potential alternatives to the Sound Equity Dividend Income ETF ETF based on the alternatives' overlap in portfolio holdings with DIVY. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: DIVY Expense: 45 bp ALTAR Score™: 7.9%


ALTERNATIVE ETFs BASED ON OVERLAP WITH DIVY
Ticker Fund
Name
Overlap1
vs DIVY
(%)
Expense
ratio
(bp)
Savings
vs DIVY
(bp)
ALTAR
Score™
(%)
ALTAR
vs DIVY
(%)
LVDS JPMorgan Fundamental Data Science Large Value ETF 22.1 49 -4 5.0 -2.8
MDLV Morgan Dempsey Large Cap Value ETF 21.1 58 -13 5.7 -2.2
PEY Invesco High Yield Equity Dividend Achievers ETF 19.2 52 -7 9.1 +1.3
SPDV AAM S&P 500 High Dividend Value ETF 19.2 29 16 10.7 +2.8
DIVZ TrueShares Low Volatility Equity Income ETF 18.8 65 -20 5.6 -2.3
SDOG ALPS Sector Dividend Dogs ETF 17.4 36 9 8.2 +0.4
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 16.4 7 38 9.8 +2.0
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 16.2 50 -5 8.3 +0.5
FDL First Trust Morningstar Dividend Leaders Index Fund 16.0 45 0 8.7 +0.8
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 15.2 49 -4 7.8 -0.1
DIVG Invesco S&P 500 High Dividend Growers ETF 15.2 39 6 7.3 -0.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 15.1 35 10 6.7 -1.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 15.0 38 7 6.7 -1.2
DHS WisdomTree U.S. High Dividend Fund 14.8 38 7 7.9 +0.0
SCHD Schwab US Dividend Equity ETF 14.7 6 39 8.0 +0.1
RDIV Invesco S&P Ultra Dividend Revenue ETF 14.3 39 6 9.7 +1.8
WBIY WBI Power Factor High Dividend ETF 14.2 100 -55 11.8 +3.9
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 14.2 15 30 6.0 -1.9
DVY iShares Select Dividend ETF 13.2 38 7 7.9 -0.0
UDI USCF Dividend Income Fund 12.8 65 -20 6.6 -1.3
SNPV Xtrackers S&P 500 Value ESG ETF 12.6 15 30 5.5 -2.4
DIVB iShares Core Dividend ETF 12.5 5 40 7.3 -0.6
VLUE iShares MSCI USA Value Factor ETF 12.4 15 30 7.7 -0.2
SIXA ETC 6 Meridian Mega Cap Equity ETF 12.4 80 -35 5.5 -2.4
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 12.2 29 16 6.8 -1.1
LYLD Cambria Large Cap Shareholder Yield ETF 11.5 59 -14 8.1 +0.3
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 11.4 5 40 7.4 -0.5
JHDV John Hancock U.S. High Dividend ETF 11.4 34 11 6.2 -1.6
QDIV Global X S&P 500 Quality Dividend ETF 11.1 20 25 7.5 -0.4
RAFE PIMCO RAFI ESG U.S. ETF 11.0 29 16 6.4 -1.5
PWV Invesco Large Cap Value ETF 10.8 55 -10 6.4 -1.5
ICAP InfraCap Equity Income Fund ETF 10.8 171 -126 4.4 -3.5
GINX SGI Enhanced Global Income ETF 10.8 98 -53 6.5 -1.4
SWP SWP Growth & Income ETF 10.7 99 -54 4.0 -3.9
FTXO First Trust Nasdaq Bank ETF 10.6 60 -15 7.9 +0.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 10.6 29 16 5.7 -2.2
NUDV Nuveen ESG Dividend ETF 10.5 26 19 5.9 -2.0
PPH VanEck Pharmaceutical ETF 10.2 36 9 6.2 -1.6
DIV Global X SuperDividend US ETF 10.1 45 0 9.4 +1.5
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 10.1 56 -11 6.9 -1.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 10.1 35 10 5.0 -2.9
GCOW Pacer Global Cash Cows Dividend ETF 10.1 60 -15 8.7 +0.8
KBWB Invesco KBW Bank ETF 9.8 35 10 7.2 -0.7
DVND Touchstone Dividend Select ETF 9.7 67 -22 5.2 -2.7
WOMN Impact Shares YWCA Women's Empowerment ETF 9.7 75 -30 4.8 -3.1
STXV Strive 1000 Value ETF 9.5 18 27 6.8 -1.1
VYM Vanguard High Dividend Yield Index ETF 9.4 6 39 6.0 -1.9
USCF Themes US Cash Flow Champions ETF 9.1 29 16 7.6 -0.3
TBG TBG Dividend Focus ETF 9.1 59 -14 6.1 -1.8
VEGN US Vegan Climate ETF 9.0 60 -15 4.1 -3.8
NDIV Amplify Natural Resources Dividend Income ETF 9.0 59 -14 11.7 +3.9
REVS Columbia Research Enhanced Value ETF 9.0 19 26 6.8 -1.1
MGV Vanguard Mega Cap Value ETF 9.0 7 38 5.4 -2.5
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 8.9 55 -10 9.0 +1.1
FTA First Trust Large Cap Value AlphaDEX Fund 8.9 59 -14 7.5 -0.3
NULV Nuveen ESG Large-Cap Value ETF 8.9 26 19 5.2 -2.6
HDV iShares Core High Dividend ETF 8.9 8 37 5.7 -2.2
MEDX Horizon Kinetics Medical ETF 8.8 85 -40 1.4 -6.5
FUNL CornerCap Fundametrics Large-Cap ETF 8.7 50 -5 6.1 -1.8
AUSF Global X Adaptive U.S. Factor ETF 8.7 27 18 7.8 -0.1
RPV Invesco S&P 500 Pure Value ETF 8.7 35 10 8.7 +0.8
DGRO iShares Core Dividend Growth ETF 8.6 8 37 5.5 -2.4
QDF FlexShares Quality Dividend Index Fund 8.6 37 8 5.4 -2.5
FDRR Fidelity Dividend ETF for Rising Rates 8.6 15 30 5.9 -2.0
QVAL Alpha Architect US Quantitative Value ETF 8.5 39 6 9.4 +1.6
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 8.5 15 30 8.3 +0.4
KNCT Invesco Next Gen Connectivity ETF 8.4 40 5 3.8 -4.1
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 8.4 46 -1 4.8 -3.0
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 8.4 15 30 5.9 -2.0
BLCV iShares Large Cap Value Active ETF 8.2 53 -8 6.4 -1.5
FDVV Fidelity High Dividend ETF 8.2 15 30 6.7 -1.2
DIVN Horizon Dividend Income ETF 8.2 70 -25 6.2 -1.7
IXC iShares Global Energy ETF 8.2 44 1 7.6 -0.3
ABEQ Absolute Select Value ETF 8.1 85 -40 4.0 -3.9
EQWL Invesco S&P 100 Equal Weight ETF 8.1 25 20 5.4 -2.5
DLN WisdomTree U.S. LargeCap Dividend Fund 8.1 28 17 5.4 -2.5
PJP Invesco Pharmaceuticals ETF 8.0 57 -12 6.8 -1.0
ITAN Sparkline Intangible Value ETF 8.0 50 -5 6.2 -1.6
PUI Invesco Dorsey Wright Utilities Momentum ETF 8.0 60 -15 4.2 -3.7
SPVM Invesco S&P 500 Value with Momentum ETF 8.0 39 6 6.3 -1.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 7.9 60 -15 5.9 -2.0
SYLD Cambria Shareholder Yield ETF 7.8 59 -14 10.5 +2.6
DIVS SmartETFs Dividend Builder ETF 7.8 65 -20 4.2 -3.7
VTV Vanguard Value ETF 7.8 4 41 5.8 -2.1
QUVU Hartford Quality Value ETF 7.7 46 -1 5.5 -2.3
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 7.7 40 5 5.2 -2.7
DTD WisdomTree U.S. Total Dividend Fund 7.7 28 17 5.7 -2.2
NACP Impact Shares NAACP Minority Empowerment ETF 7.6 49 -4 4.0 -3.8
VSDA VictoryShares Dividend Accelerator ETF 7.6 35 10 6.1 -1.8
LGCF Themes US Cash Flow Champions ETF 7.6 30 15 7.3 -0.6
PRXV Praxis Impact Large Cap Value ETF 7.6 36 9 5.6 -2.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 7.6 38 7 5.1 -2.8
PY Principal Value ETF 7.5 15 30 6.9 -1.0
ONEY State Street SPDR Russell 1000 Yield Focus ETF 7.4 20 25 8.6 +0.7
ULVM VictoryShares US Value Momentum ETF 7.4 20 25 6.2 -1.7
UMI USCF Midstream Energy Income Fund ETF 7.3 85 -40 4.0 -3.9
ENFR Alerian Energy Infrastructure ETF 7.3 35 10 4.4 -3.4
TPYP Tortoise North American Pipeline Fund 7.3 40 5 4.9 -3.0
USAI Pacer American Energy Independence ETF 7.3 75 -30 3.5 -4.4
MLPI NEOS MLP & Engy Infras Hi Inc ETF 7.3 68 -23 4.1 -3.8
COWZ Pacer US Cash Cows 100 ETF 7.3 49 -4 7.4 -0.5
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 7.3 49 -4 7.3 -0.5
FLV American Century Focused Large Cap Value ETF 7.3 42 3 5.8 -2.1
EQIN Columbia US Equity Income ETF 7.3 35 10 6.0 -1.8
SDY State Street SPDR S&P Dividend ETF 7.2 35 10 5.7 -2.2
SCHV Schwab U.S. Large-Cap Value ETF 7.2 4 41 5.6 -2.2
BMVP Invesco Bloomberg MVP Multi-factor ETF 7.2 29 16 6.3 -1.6
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 7.2 15 30 4.4 -3.5
PID Invesco International Dividend Achievers ETF 7.1 53 -8 3.8 -4.1
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 7.1 27 18 6.2 -1.7
COWS Amplify Cash Flow Dividend Leaders ETF 7.1 0 45 7.3 -0.6
VALQ American Century U.S. Quality Value ETF 7.1 29 16 6.7 -1.2
IVRA Invesco Real Assets ESG ETF 7.1 59 -14 6.1 -1.8
IAT iShares U.S. Regional Banks ETF 7.1 40 5 8.4 +0.5
QQLV Invesco QQQ Low Volatility ETF 7.0 25 20 4.1 -3.8
FTCE First Trust New Constructs Core Earnings Leaders ETF 7.0 60 -15 4.7 -3.2
DEW WisdomTree Global High Dividend Fund 6.7 58 -13 7.1 -0.8
DURA VanEck Durable High Dividend ETF 6.7 29 16 6.1 -1.8
RSPF Invesco S&P 500 Equal Weight Financials ETF 6.7 40 5 6.4 -1.5
JVAL JPMorgan U.S. Value Factor ETF 6.7 12 33 7.2 -0.7
CRTC Xtrackers US National Critical Technologies ETF 6.6 35 10 4.2 -3.7
ILCV iShares Morningstar Value ETF 6.6 4 41 5.3 -2.5
EVUS iShares ESG Aware MSCI USA Value ETF 6.6 18 27 5.6 -2.3
PRF Invesco FTSE RAFI US 1000 ETF 6.6 34 11 5.8 -2.0
AVIE Avantis  Inflation Focused Equity ETF 6.6 25 20 5.9 -2.0
BGIG Bahl & Gaynor Income Growth ETF 6.5 45 0 4.4 -3.5
TDIV First Trust NASDAQ Technology Dividend Index Fund 6.5 50 -5 5.3 -2.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 6.5 20 25 5.6 -2.3
FXO First Trust Financials AlphaDEX Fund 6.5 62 -17 8.2 +0.3
CZAR Themes Natural Monopoly ETF 6.4 35 10 5.2 -2.7
FNDX Schwab Fundamental US Large Co. Index ETF 6.4 25 20 6.4 -1.5
FTCS First Trust Capital Strength ETF 6.4 55 -10 5.1 -2.8
XLC The Communication Services Select Sector SPDR Fund 6.3 8 37 5.1 -2.8
IWX iShares Russell Top 200 Value ETF 6.3 20 25 5.1 -2.7
TMDV ProShares Russell US Dividend Growers ETF 6.3 35 10 5.9 -2.0
IGF iShares Global Infrastructure ETF 6.2 41 4 4.0 -3.9
SPMO Invesco S&P 500 Momentum ETF 6.2 13 32 3.5 -4.4
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 6.2 19 26 4.9 -3.0
GII SPDR S&P Global Infrastructure ETF 6.2 40 5 4.0 -3.9
IYZ iShares U.S. Telecommunications ETF 6.2 40 5 6.0 -1.8
XTL State Street SPDR S&P Telecom ETF 6.2 35 10 2.0 -5.8
CSTK Invesco Comstock Contrarian Equity ETF 6.2 35 10 5.9 -2.0
INCE Franklin Income Equity Focus ETF 6.2 29 16 5.1 -2.7
FLQL Franklin LibertyQ U.S. Equity ETF 6.1 15 30 4.7 -3.2
MVAL VanEck Morningstar Wide Moat Value ETF 6.1 49 -4 5.6 -2.2
FVD First Trust Value Line Dividend Index Fund 6.1 65 -20 5.3 -2.6
CUT Invesco MSCI Global Timber ETF 6.0 61 -16 7.3 -0.6
DFUV Dimensional US Marketwide Value ETF 6.0 22 23 6.3 -1.6
RSPU Invesco S&P 500 Equal Weight Utilities ETF 5.9 40 5 4.7 -3.2
ACVF American Conservative Values ETF 5.9 75 -30 3.8 -4.1
FNDB Schwab Fundamental US Broad Market Index ETF 5.9 25 20 6.3 -1.5
QDEF FlexShares Quality Dividend Defensive Index Fund 5.9 37 8 5.4 -2.5
FTXH First Trust Nasdaq Pharmaceuticals ETF 5.9 60 -15 6.6 -1.3
SPMV Invesco S&P 500 Minimum Variance ETF 5.9 10 35 5.1 -2.8
DYNF BlackRock U.S. Equity Factor Rotation ETF 5.9 30 15 3.9 -3.9
FXN First Trust Energy AlphaDEX Fund 5.8 62 -17 10.8 +2.9
OEI Optimized Equity Income ETF 5.8 75 -30 3.4 -4.5
SPVU Invesco S&P 500 Enhanced Value ETF 5.8 13 32 8.6 +0.7
PFM Invesco Dividend Achievers ETF 5.8 53 -8 4.6 -3.3
FDLO Fidelity Low Volatility Factor ETF 5.8 15 30 4.7 -3.2
IVE iShares S&P 500 Value ETF 5.7 18 27 5.5 -2.4
MODL VictoryShares WestEnd U.S. Sector ETF 5.7 42 3 4.1 -3.7
FXU First Trust Utilities AlphaDEX Fund 5.7 64 -19 4.9 -3.0
SPYV State Street SPDR Portfolio S&P 500 Value ETF 5.7 4 41 5.6 -2.3
VOOV Vanguard S&P 500 Value ETF 5.7 7 38 5.6 -2.3
USMF WisdomTree U.S. Multifactor Fund 5.6 28 17 6.4 -1.5
USMV iShares MSCI USA Min Vol Factor ETF 5.6 15 30 5.0 -2.9
GDIV Harbor Dividend Growth Leaders ETF 5.6 50 -5 4.0 -3.9
FMKT The Free Markets ETF 5.6 76 -31 4.1 -3.8
THNR Amplify Weight Loss Drug & Treatment ETF 5.6 59 -14 5.3 -2.6
IUSV iShares Core S&P US Value ETF 5.5 4 41 5.7 -2.1
VLU State Street SPDR S&P 1500 Value Tilt ETF 5.5 12 33 6.3 -1.5
ZAP Global X U.S. Electrification ETF 5.5 50 -5 3.3 -4.6
LST Leuthold Select Industries ETF 5.5 91 -46 4.9 -3.0
QLV FlexShares US Quality Low Volatility Index Fund 5.5 22 23 4.9 -3.0
FBCV Fidelity Blue Chip Value ETF 5.5 59 -14 5.8 -2.1
EIPI FT Energy Income Partners Enhanced Income ETF 5.5 110 -65 5.2 -2.6
FAB First Trust Multi Cap Value AlphaDEX Fund 5.5 67 -22 8.6 +0.7
USCL iShares Climate Conscious & Transition MSCI USA ETF 5.4 8 37 4.5 -3.4
TPHE Timothy Plan High Dividend Stock Enhanced ETF 5.4 54 -9 5.7 -2.1
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 5.4 59 -14 3.2 -4.7
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 5.4 60 -15 3.8 -4.1
RFDA RiverFront Dynamic US Dividend Advantage ETF 5.4 52 -7 5.4 -2.4
VIG Vanguard Dividend Appreciation ETF 5.4 5 40 4.9 -3.0
DGT State Street SPDR Global Dow ETF 5.4 50 -5 5.6 -2.2
DFLV Dimensional US Large Cap Value ETF 5.4 22 23 6.2 -1.7
DON WisdomTree U.S. MidCap Dividend Fund 5.4 38 7 7.9 +0.0
BRIF FIS Bright Portfolios Focused Equity ETF 5.3 65 -20 3.7 -4.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 5.3 70 -25 4.4 -3.5
GVUS Marketbeta Russell 1000 Value Equity ETF 5.3 12 33 5.5 -2.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 5.3 18 27 4.9 -3.0
XMAG Defiance Large Cap ex-Mag 7 ETF 5.3 35 10 4.4 -3.4
DFVX Dimensional US Large Cap Vector ETF 5.3 22 23 5.3 -2.6
XLV The Health Care Select Sector SPDR Fund 5.3 8 37 6.1 -1.8
IYH iShares U.S. Healthcare ETF 5.2 40 5 5.4 -2.5
TPHD Timothy Plan High Dividend Stock ETF 5.2 52 -7 5.7 -2.2
MNZL Manzil Russell Halal USA Broad MarketETF 5.2 40 5 4.0 -3.9
FEX First Trust Large Cap Core AlphaDEX Fund 5.2 59 -14 5.1 -2.8
FXH First Trust Health Care AlphaDEX Fund 5.2 62 -17 4.6 -3.3
KBE State Street SPDR S&P Bank ETF 5.2 35 10 8.9 +1.0
USCA Xtrackers MSCI USA Climate Action Equity ETF 5.2 7 38 4.5 -3.4
IWD iShares Russell 1000 Value ETF 5.2 19 26 5.5 -2.4
DJD Invesco Dow Jones Industrial Average Dividend ETF 5.2 7 38 6.4 -1.5
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.2 45 0 5.3 -2.6
EDOW First Trust Dow 30 Equal Weight ETF 5.2 50 -5 4.5 -3.3
SKYY First Trust Cloud Computing ETF 5.2 60 -15 3.4 -4.5
XPND First Trust Expanded Technology ETF 5.2 65 -20 3.1 -4.8
AIQ Global X Artificial Intelligence & Technology ETF 5.2 68 -23 3.3 -4.6
XNTK State Street SPDR NYSE Technology ETF 5.2 35 10 3.1 -4.8
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 5.2 47 -2 4.7 -3.2
DFNV Donoghue Forlines Innovation ETF 5.1 69 -24 4.3 -3.6
VONV Vanguard Russell 1000 Value ETF 5.1 7 38 5.6 -2.3
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 5.1 60 -15 4.7 -3.2
OUSA ALPS O'Shares U.S. Quality Dividend ETF 5.1 48 -3 5.2 -2.7
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 5.1 32 13 4.1 -3.8
RFV Invesco S&P Midcap 400 Pure Value ETF 5.0 35 10 11.5 +3.6
TMLP Tortoise MLP ETF 5.0 50 -5 6.7 -1.2
QUS State Street SPDR MSCI USA StrategicFactors ETF 5.0 15 30 5.0 -2.9
DUHP Dimensional US High Profitability ETF 5.0 21 24 5.0 -2.9
DSTL Distillate US Fundamental Stability & Value ETF 4.9 39 6 7.3 -0.6
FCOM Fidelity MSCI Communication Services Index ETF 4.9 8 37 4.3 -3.6
VHT Vanguard Health Care ETF 4.9 9 36 4.8 -3.1
RWL Invesco S&P 500 Revenue ETF 4.9 39 6 5.8 -2.0
IUS Invesco RAFI Strategic US ETF 4.9 19 26 5.8 -2.1
QLC FlexShares US Quality Large Cap Index Fund 4.9 25 20 4.7 -3.2
IYF iShares U.S. Financials ETF 4.9 40 5 5.7 -2.1
DSPY Tema S&P 500 Historical Weight ETF 4.9 18 27 4.5 -3.4
XLK The Technology Select Sector SPDR Fund 4.8 8 37 3.9 -4.0
DSI iShares MSCI KLD 400 Social ETF 4.8 25 20 4.3 -3.6
LRGF iShares U.S. Equity Factor ETF 4.8 8 37 4.8 -3.1
HGRO Hedgeye Quality Growth ETF 4.8 70 -25 3.3 -4.5
VOX Vanguard Communication Services ETF 4.8 9 36 4.2 -3.7
LGDX Intech S&P Large Cap Diversified Alpha ETF 4.8 25 20 4.2 -3.6
SPLV Invesco S&P 500 Low Volatility ETF 4.8 25 20 4.7 -3.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 4.8 25 20 4.8 -3.1
SMCF Themes US Small Cap Cash Flow Champions ETF 4.7 29 16 10.3 +2.4
SMOT VanEck Morningstar SMID Moat ETF 4.7 49 -4 6.3 -1.5
FHLC Fidelity MSCI Health Care Index ETF 4.7 8 37 5.0 -2.9
WLDR Affinity World Leaders Equity ETF 4.7 67 -22 6.3 -1.5
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 4.7 60 -15 9.5 +1.6
TTAC FCF US Quality ETF 4.7 59 -14 5.2 -2.6
CVAR Cultivar ETF 4.7 87 -42 6.5 -1.3
RECS Columbia Research Enhanced Core ETF 4.6 15 30 5.4 -2.5
ACWV iShares MSCI Global Min Vol Factor ETF 4.6 20 25 5.4 -2.4
FELV Fidelity Enhanced Large Cap Value ETF 4.6 18 27 5.7 -2.1
MOAT VanEck Morningstar Wide Moat ETF 4.6 46 -1 5.1 -2.8
VFVA Vanguard U.S. Value Factor ETF 4.6 13 32 9.5 +1.6
EIPX FT Energy Income Partners Strategy ETF 4.5 95 -50 5.8 -2.1
EPS WisdomTree U.S. LargeCap Fund 4.5 8 37 4.9 -3.0
ABOT Abacus FCF Innovation Leaders ETF 4.5 69 -24 3.9 -4.0
KRE State Street SPDR S&P Regional Banking ETF 4.5 35 10 8.8 +1.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 4.5 14 31 4.3 -3.6
AKAF The Frontier Economic Fund 4.5 20 25 4.9 -3.0
OEF iShares S&P 100 ETF 4.5 20 25 4.0 -3.9
IXJ iShares Global Healthcare ETF 4.4 42 3 5.7 -2.2
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 4.4 35 10 8.8 +1.0
XT iShares Exponential Technologies ETF 4.4 46 -1 4.1 -3.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 4.4 25 20 5.5 -2.4
IMCV iShares Morningstar Mid-Cap Value ETF 4.4 6 39 6.9 -1.0
IETC iShares U.S. Tech Independence Focused ETF 4.3 18 27 3.3 -4.6
TOPC iShares S&P 500 3% Capped ETF 4.3 15 30 4.5 -3.4
HDUS Hartford Disciplined US Equity ETF 4.3 19 26 4.9 -3.0
NULC Nuveen ESG Large-Cap ETF 4.3 21 24 4.1 -3.8
ADME Aptus Drawdown Managed Equity ETF 4.3 79 -34 3.4 -4.5
JMOM JPMorgan U.S. Momentum Factor ETF 4.3 12 33 3.6 -4.3
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 4.2 40 5 6.2 -1.7
FTXG First Trust Nasdaq Food & Beverage ETF 4.2 60 -15 6.9 -0.9
GSPY Gotham Enhanced 500 ETF 4.2 50 -5 4.5 -3.3
AIEQ AI Powered Equity ETF 4.2 75 -30 3.8 -4.1
VFMV Vanguard U.S. Minimum Volatility ETF 4.2 13 32 5.5 -2.3
FVAL Fidelity Value Factor ETF 4.2 15 30 6.1 -1.8
SFGV Sequoia Global Value ETF 4.2 23 22 6.9 -1.0
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 4.2 49 -4 5.0 -2.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 4.2 75 -30 3.3 -4.6
ALTL Pacer Lunt Large Cap Alternator ETF 4.2 60 -15 4.6 -3.3
DAK Dakota Active Equity ETF 4.2 43 2 3.8 -4.1
QTOP iShares Nasdaq Top 30 Stocks ETF 4.2 20 25 3.1 -4.8
CVLC Calvert US Large-Cap Core Responsible Index ETF 4.2 15 30 4.4 -3.5
EBI Longview Advantage ETF 4.1 35 10 6.1 -1.8
VFMF Vanguard U.S. Multifactor ETF 4.1 18 27 6.7 -1.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 4.1 20 25 4.4 -3.5
SIXG Defiance Connective Technologies ETF 4.1 30 15 3.4 -4.4
OALC OneAscent Large Cap Core ETF 4.1 86 -41 3.6 -4.3
DGRW WisdomTree US Quality Dividend Growth Fund 4.1 28 17 4.9 -3.0
CHRI Global X S&P 500 Christian Values ETF 4.1 29 16 4.1 -3.8
LEGR First Trust Indxx Innovative Transaction & Process ETF 4.0 65 -20 7.5 -0.3
IYG iShares US Financial Services ETF 4.0 40 5 5.3 -2.6
EWC iShares MSCI Canada ETF 4.0 50 -5 5.0 -2.9
XPH State Street SPDR S&P Pharmaceuticals ETF 4.0 35 10 -1.8 -9.7
WTV WisdomTree US Value Fund of Benef Interest 4.0 12 33 7.7 -0.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 4.0 9 36 4.4 -3.4
RSP Invesco S&P 500 Equal Weight ETF 4.0 20 25 5.8 -2.1
AFLG First Trust Active Factor Large Cap ETF 4.0 55 -10 5.1 -2.8
KRMA Global X Conscious Companies ETF 4.0 43 2 5.4 -2.5
ROUS Hartford Multifactor US Equity ETF 4.0 19 26 5.5 -2.4
SSPY Syntax Stratified LargeCap ETF 4.0 30 15 6.0 -1.9
EMOT First Trust S&P 500 Economic Moat ETF 3.9 60 -15 7.4 -0.5
SUPL ProShares Supply Chain Logistics ETF 3.9 58 -13 7.5 -0.4
FTXR First Trust Nasdaq Transportation ETF 3.9 60 -15 6.6 -1.2
IYT iShares US Transportation ETF 3.9 40 5 4.4 -3.5
SHPP Pacer Industrials and Logistics ETF 3.9 60 -15 6.7 -1.2
MVPA Miller Value Partners Appreciation ETF 3.9 60 -15 10.3 +2.4
CFA VictoryShares US 500 Volatility Wtd ETF 3.9 35 10 5.1 -2.7
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.9 40 5 5.1 -2.8
QWLD SPDR MSCI World StrategicFactors ETF 3.9 30 15 5.0 -2.9
ABFL Abacus FCF Leaders ETF 3.9 59 -14 3.9 -4.0
SNSR Global X Internet of Things ETF 3.9 68 -23 3.9 -3.9
XLF The Financial Select Sector SPDR Fund 3.9 8 37 5.7 -2.1
NUMV Nuveen ESG Mid-Cap Value ETF 3.9 31 14 5.5 -2.4
IXP iShares Global Comm Services ETF 3.9 42 3 5.4 -2.5
AQEC AQE Core ETF 3.8 49 -4 4.8 -3.1
RAYD Rayliant Quantitative Developed Market Equity ETF 3.8 80 -35 3.6 -4.3
ROE Astoria US Quality Kings ETF 3.8 49 -4 5.5 -2.4
SNPE Xtrackers S&P 500 ESG ETF 3.8 10 35 4.4 -3.4
VFH Vanguard Financials ETF 3.8 9 36 6.2 -1.7
USRD Themes US R&D Champions ETF 3.8 29 16 4.2 -3.7
LOWV AB US Low Volatility Equity ETF 3.8 48 -3 4.3 -3.6
DVGR DAC 3D Dividend Growth ETF 3.8 65 -20 4.7 -3.2
SPXT ProShares S&P 500 Ex-Technology ETF 3.8 9 36 4.7 -3.2
XLG Invesco S&P 500 Top 50 ETF 3.8 20 25 3.7 -4.2
XLP The Consumer Staples Select Sector SPDR Fund 3.8 8 37 5.2 -2.7
MGC Vanguard Mega Cap ETF 3.7 7 38 4.0 -3.8
BBCA JPMorgan BetaBuilders Canada ETF 3.7 19 26 5.3 -2.6
IAK iShares U.S. Insurance ETF 3.7 40 5 6.6 -1.2
SHRY First Trust Bloomberg Shareholder Yield ETF 3.7 60 -15 8.0 +0.2
KIE State Street SPDR S&P Insurance ETF 3.7 35 10 6.6 -1.3
FTDS First Trust Dividend Strength ETF 3.7 70 -25 6.7 -1.2
TOV JLens 500 Jewish Advocacy U.S. ETF 3.7 18 27 4.0 -3.8
RAUS RACWI US ETF 3.7 15 30 4.3 -3.6
IWL iShares Russell Top 200 ETF 3.7 15 30 4.0 -3.9
ZECP Zacks Earnings Consistent Portfolio ETF 3.7 55 -10 4.0 -3.8
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 3.7 20 25 4.1 -3.8
KLMN Invesco MSCI North America Climate ETF 3.7 9 36 4.4 -3.4
FLCA Franklin FTSE Canada ETF 3.7 9 36 5.4 -2.5
APUE ActivePassive U.S. Equity ETF 3.7 45 0 4.1 -3.8
VAMO Cambria Value & Momentum ETF 3.7 61 -16 5.1 -2.8
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 3.6 12 33 5.2 -2.7
STXD Strive 1000 Dividend Growth ETF 3.6 35 10 4.3 -3.6
SFY SoFi Select 500 ETF 3.6 0 45 3.9 -3.9
FPX First Trust US Equity Opportunities ETF 3.6 61 -16 0.9 -6.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.6 18 27 6.7 -1.2
SHE State Street SPDR MSCI USA Gender Diversity ETF 3.6 20 25 4.7 -3.2
IVV iShares Core S&P 500 ETF 3.6 3 42 4.3 -3.5
SPYM State Street SPDR Portfolio S&P 500 ETF 3.6 2 43 4.3 -3.5
SPY SPDR S&P 500 ETF 3.6 9 36 4.3 -3.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.6 9 36 5.2 -2.7
CGGO Capital Group Global Growth Equity ETF 3.6 47 -2 4.2 -3.7
GXLC Global X U.S. 500 ETF 3.6 2 43 4.2 -3.7
VWID Virtus WMC International Dividend ETF 3.6 49 -4 7.0 -0.9
IHE iShares U.S. Pharmaceuticals ETF 3.6 40 5 4.5 -3.3
TEXN iShares Texas Equity ETF 3.6 20 25 5.3 -2.6
VOO Vanguard S&P 500 ETF 3.5 3 42 4.3 -3.5
STRV Strive 500 ETF 3.5 5 40 4.2 -3.6
IOO iShares Global 100 ETF 3.5 41 4 4.0 -3.9
FPAG FPA Global Equity ETF 3.5 49 -4 5.7 -2.2
ASLV Allspring Special Large Value ETF 3.5 35 10 5.0 -2.9
RSPH Invesco S&P 500 Equal Weight Health Care ETF 3.5 40 5 6.8 -1.1
IGM iShares Expanded Tech Sector ETF 3.5 41 4 3.2 -4.7
FNCL Fidelity MSCI Financials Index ETF 3.5 8 37 6.1 -1.8
XVV iShares ESG Screened S&P 500 ETF 3.5 8 37 4.3 -3.6
JHML John Hancock Multifactor Large Cap ETF 3.5 29 16 4.6 -3.3
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 3.5 61 -16 5.5 -2.4
SPXE ProShares S&P 500 Ex-Energy ETF 3.5 9 36 4.2 -3.7
VSLU Applied Finance Valuation Large Cap ETF 3.5 49 -4 4.8 -3.1
SPXN ProShares S&P 500 Ex-Financials ETF 3.5 9 36 4.1 -3.8
ILCB iShares Morningstar U.S. Equity ETF 3.5 3 42 4.2 -3.6
GOP Unusual Whales Subversive Republican Trading ETF 3.5 50 -5 4.6 -3.3
EQAL Invesco Russell 1000 Equal Weight ETF 3.5 20 25 6.0 -1.9
BDIV AAM Brentview Dividend Growth ETF 3.5 49 -4 3.6 -4.3
SCHX Schwab U.S. Large-Cap ETF 3.5 3 42 4.4 -3.5
GXPC Global X PureCap MSCI Communication Services ETF 3.5 25 20 3.8 -4.0
VV Vanguard Large-Cap ETF 3.5 4 41 4.2 -3.6
RND First Trust Bloomberg R&D Leaders ETF 3.5 60 -15 2.5 -5.3
IYK iShares U.S. Consumer Staples ETF 3.4 40 5 5.3 -2.5
NIXT Research Affiliates Deletions ETF 3.4 9 36 7.1 -0.8
MAGA Point Bridge America First ETF 3.4 72 -27 5.0 -2.9
DFSU Dimensional US Sustainability Core 1 ETF 3.4 18 27 4.7 -3.2
DCOR Dimensional US Core Equity 1 ETF 3.4 14 31 4.7 -3.2
RVRB Reverb ETF 3.4 30 15 4.0 -3.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 3.4 2 43 4.3 -3.6
WCEO Hypatia Women CEO ETF 3.4 85 -40 4.9 -3.0
MBOX Freedom Day Dividend ETF 3.4 39 6 6.8 -1.0
IWB iShares Russell 1000 ETF 3.4 15 30 4.3 -3.6
VOTE TCW Transform 500 ETF 3.4 5 40 4.2 -3.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 3.4 7 38 4.2 -3.7
PBUS Invesco MSCI USA ETF 3.4 4 41 4.3 -3.6
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 3.4 3 42 4.5 -3.4
BKLC BNY Mellon US Large Cap Core Equity ETF 3.4 0 45 4.3 -3.6
ESGV Vanguard ESG U.S. Stock ETF 3.4 9 36 4.3 -3.6
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 3.4 8 37 5.0 -2.9
DFUS Dimensional U.S. Equity ETF 3.4 9 36 4.2 -3.7
SCHK Schwab 1000 Index ETF 3.4 5 40 4.4 -3.5
AVSU Avantis Responsible U.S. Equity ETF 3.4 15 30 5.2 -2.7
VONE Vanguard Russell 1000 ETF 3.4 7 38 4.3 -3.5
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 3.4 12 33 3.7 -4.2
GSIB Themes Global Systemically Important Banks ETF 3.4 35 10 8.9 +1.1
IYY iShares Dow Jones U.S. ETF 3.4 20 25 4.2 -3.7
DES WisdomTree U.S. SmallCap Dividend Fund 3.4 38 7 8.3 +0.4
DIA SPDR Dow Jones Industrial Average ETF 3.3 16 29 4.7 -3.1
FTXN First Trust Nasdaq Oil & Gas ETF 3.3 60 -15 8.9 +1.0
STOX Horizon Core Equity ETF 3.3 70 -25 3.7 -4.2
SFTY Horizon Managed Risk ETF 3.3 77 -32 3.6 -4.3
VOE Vanguard Mid-Cap Value ETF 3.3 7 38 6.7 -1.2
RSPM Invesco S&P 500 Equal Weight Materials ETF 3.3 40 5 5.3 -2.6
BEEX BeeHive ETF 3.3 84 -39 3.8 -4.1
QQMG Invesco ESG NASDAQ 100 ETF 3.3 20 25 3.5 -4.4
DFAC Dimensional U.S. Core Equity 2 ETF 3.3 17 28 4.8 -3.1
EUSA iShares MSCI USA Equal Weighted ETF 3.3 9 36 5.5 -2.4
VDC Vanguard Consumer Staples ETF 3.3 9 36 5.0 -2.9
BLCR iShares Large Cap Core Active ETF 3.3 36 9 3.1 -4.8
ESGU iShares ESG Aware MSCI USA ETF 3.3 15 30 4.3 -3.6
SCHB Schwab U.S. Broad Market ETF 3.3 3 42 4.3 -3.5
FLRG Fidelity U.S. Multifactor ETF 3.3 15 30 5.9 -2.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3.3 11 34 4.3 -3.6
XLU The Utilities Select Sector SPDR Fund 3.2 8 37 4.4 -3.4
IWV iShares Russell 3000 ETF 3.2 20 25 4.1 -3.7
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 3.2 25 20 5.0 -2.8
DFAU Dimensional US Core Equity Market ETF 3.2 12 33 4.4 -3.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 3.2 3 42 4.3 -3.6
SIZE iShares MSCI USA Size Factor ETF 3.2 15 30 5.4 -2.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 3.2 10 35 4.4 -3.5
VTHR Vanguard Russell 3000 ETF 3.2 7 38 4.3 -3.6
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 3.2 15 30 3.1 -4.8
VTI Vanguard Total Stock Market ETF 3.2 3 42 4.2 -3.6
GXPS Global X PureCap MSCI Consumer Staples ETF 3.2 25 20 4.3 -3.6
ESGG FlexShares STOXX Global ESG Select Index Fund 3.2 42 3 4.3 -3.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3.2 9 36 4.4 -3.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.2 45 0 3.7 -4.1
SIXL ETC 6 Meridian Low Beta Equity ETF 3.2 80 -35 5.6 -2.3
DEMZ Democratic Large Cap Core ETF 3.1 45 0 3.9 -4.0
VPU Vanguard Utilities ETF 3.1 9 36 4.5 -3.3
CRAK VanEck Oil Refiners ETF 3.1 61 -16 9.8 +2.0
IFRA iShares U.S. Infrastructure ETF 3.1 30 15 5.5 -2.4
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 3.1 61 -16 1.5 -6.4
INRO iShares U.S. Industry Rotation Active ETF 3.1 42 3 3.7 -4.2
QVML Invesco S&P 500 QVM Multi-factor ETF 3.1 11 34 4.5 -3.4
RBLD First Trust Alerian US NextGen Infrastructure ETF 3.0 65 -20 3.8 -4.0
HART IQ Healthy Hearts ETF 3.0 45 0 5.6 -2.2
OZEM Roundhill GLP-1 & Weight Loss ETF 3.0 59 -14 4.7 -3.2
IYE iShares U.S. Energy ETF 3.0 40 5 6.8 -1.1
FUTY Fidelity MSCI Utilities Index ETF 3.0 8 37 4.5 -3.3
KXI iShares Global Consumer Staples ETF 3.0 41 4 4.8 -3.1
GEW Cambria Global EW ETF 3.0 29 16 5.3 -2.6
FLOW Global X U.S. Cash Flow Kings 100 ETF 3.0 25 20 11.4 +3.5
TOK iShares MSCI Kokusai ETF 3.0 26 19 4.4 -3.5
JQUA JPMorgan U.S. Quality Factor ETF 3.0 12 33 5.1 -2.8
GNR SPDR S&P Global Natural Resources ETF 3.0 40 5 7.9 +0.1
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.0 65 -20 1.5 -6.4
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 3.0 60 -15 4.7 -3.2
CZA Invesco Zacks Mid-Cap ETF 2.9 72 -27 5.7 -2.1
RSPT Invesco S&P 500 Equal Weight Technology ETF 2.9 40 5 4.7 -3.2
FELC Fidelity Enhanced Large Cap Core ETF 2.9 18 27 4.5 -3.4
BKCI BNY Mellon Concentrated International ETF 2.9 80 -35 4.6 -3.3
INEQ Columbia International Equity Income ETF 2.9 45 0 7.3 -0.6
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 2.9 9 36 7.2 -0.7
JIVE JPMorgan International Value ETF 2.9 55 -10 8.1 +0.2
SCHY Schwab International Dividend Equity ETF 2.9 14 31 7.8 -0.1
EWQ iShares MSCI France ETF 2.9 53 -8 6.0 -1.9
IDV iShares International Select Dividend ETF 2.9 51 -6 8.7 +0.8
FEZ SPDR EURO STOXX 50 ETF 2.9 29 16 5.5 -2.4
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 2.9 35 10 3.7 -4.2
SPHQ Invesco S&P 500 Quality ETF 2.9 15 30 4.5 -3.4
JEPI JPMorgan Equity Premium Income ETF 2.9 35 10 4.6 -3.3
SUSA iShares MSCI USA ESG Select ETF 2.9 25 20 4.1 -3.8
FTEC Fidelity MSCI Information Technology Index ETF 2.9 8 37 3.5 -4.3
AVUS Avantis U.S. Equity ETF 2.9 15 30 4.9 -3.0
IWS iShares Russell Mid-Cap Value ETF 2.9 23 22 6.1 -1.8
XTN State Street SPDR S&P Transportation ETF 2.9 35 10 3.5 -4.3
KOKU Xtrackers MSCI Kokusai Equity ETF 2.9 9 36 4.5 -3.4
ANEW ProShares MSCI Transformational Changes ETF 2.9 45 0 4.3 -3.5
JAVA JPMorgan Active Value ETF 2.8 44 1 5.4 -2.4
VGT Vanguard Information Technology ETF 2.8 9 36 3.6 -4.3
PXE Invesco Energy Exploration & Production ETF 2.8 60 -15 12.7 +4.9
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF 2.8 35 10 10.8 +2.9
FENY Fidelity MSCI Energy Index ETF 2.8 8 37 6.9 -1.0
SPXV ProShares S&P 500 Ex-Health Care ETF 2.8 9 36 4.1 -3.8
GQQQ Astoria US Quality Growth Kings ETF 2.8 35 10 3.5 -4.3
DXUV Dimensional US Vector Equity ETF 2.8 28 17 5.3 -2.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.8 24 21 7.1 -0.8
RGEF Rockefeller Global Equity ETF 2.8 55 -10 3.9 -4.0
IDU iShares U.S. Utilities ETF 2.8 40 5 4.0 -3.8
CHGX AXS Change Finance ESG ETF 2.8 49 -4 4.7 -3.2
FCTE SMI 3Fourteen Full-Cycle Trend ETF 2.8 85 -40 4.0 -3.9
CIBR First Trust NASDAQ Cybersecurity ETF 2.8 60 -15 4.8 -3.1
FDN First Trust Dow Jones Internet Index Fund 2.8 52 -7 2.9 -5.0
FDND FT Vest Dow Jones Internet & Target Income ETF 2.8 75 -30 2.7 -5.2
CHPX Global X AI Semiconductor & Quantum ETF 2.8 50 -5 2.5 -5.4
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 2.8 41 4 5.1 -2.8
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 2.8 60 -15 3.6 -4.3
TRFK Pacer Data and Digital Revolution ETF 2.8 60 -15 2.9 -5.0
RVER Trenchless Fund ETF 2.8 65 -20 0.8 -7.1
RW Rainwater Equity ETF 2.8 125 -80 2.7 -5.2
URTH iShares MSCI World ETF 2.8 24 21 4.4 -3.5
GINN Goldman Sachs Innovate Equity ETF 2.8 52 -7 3.8 -4.0
GXPT Global X PureCap MSCI Information Technology ETF 2.8 25 20 3.7 -4.2
HLAL Wahed FTSE USA Shariah ETF 2.8 50 -5 3.9 -4.0
OCEN IQ Clean Oceans ETF 2.8 45 0 4.5 -3.4
ENHU iShares Enhanced Large Cap Core Active ETF 2.7 22 23 4.2 -3.6
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 2.7 10 35 3.9 -4.0
EMLP First Trust North American Energy Infrastructure Fund 2.7 95 -50 4.5 -3.4
RSPG Invesco S&P 500 Equal Weight Energy ETF 2.7 40 5 8.6 +0.7
EINC VanEck Energy Income ETF 2.7 48 -3 4.5 -3.4
LNGX Global X U.S. Natural Gas ETF 2.7 45 0 10.2 +2.3
MLPX Global X MLP & Energy Infrastructure ETF 2.7 45 0 4.3 -3.5
XLE The Energy Select Sector SPDR Fund 2.7 8 37 7.0 -0.9
BESF Bastion Energy ETF 2.7 80 -35 9.3 +1.4
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 2.7 15 30 6.8 -1.1
NXTG First Trust Indxx NextG ETF 2.7 70 -25 4.4 -3.5
VDE Vanguard Energy ETF 2.7 9 36 6.9 -1.0
JHMM John Hancock Multifactor Mid Cap ETF 2.7 42 3 5.4 -2.5
KLMT Invesco MSCI Global Climate 500 ETF 2.7 10 35 5.0 -2.8
MTUM iShares MSCI USA Momentum Factor ETF 2.7 15 30 2.7 -5.2
GLOF iShares Global Equity Factor ETF 2.7 20 25 5.7 -2.2
IXN iShares Global Tech ETF 2.7 41 4 3.2 -4.7
AMZA InfraCap MLP ETF 2.6 164 -119 5.9 -2.0
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.6 60 -15 6.4 -1.4
QQQ Invesco QQQ Trust Series I 2.6 20 25 3.5 -4.4
QQQM Invesco NASDAQ 100 ETF 2.6 15 30 3.5 -4.4
GXPE Global X PureCap MSCI Energy ETF 2.6 25 20 6.7 -1.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.6 60 -15 4.1 -3.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 2.6 19 26 5.0 -2.9
LCDS JPMorgan Fundamental Data Science Large Core ETF 2.6 30 15 4.2 -3.7
RCGE RockCreek Global Equality ETF 2.6 95 -50 5.8 -2.0
SPHB Invesco S&P 500 High Beta ETF 2.6 25 20 4.1 -3.8
GVLU Gotham 1000 Value ETF 2.6 50 -5 7.9 +0.0
VBR Vanguard Small Cap Value ETF 2.6 7 38 7.8 -0.1
FNK First Trust Mid Cap Value AlphaDEX Fund 2.6 70 -25 9.5 +1.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.5 20 25 4.8 -3.1
CATH Global X S&P 500 Catholic Values Custom ETF 2.5 29 16 4.1 -3.8
PSIL AdvisorShares Psychedelics ETF 2.5 99 -54 -1.8 -9.7
USMC Principal U.S. Mega-Cap ETF 2.5 12 33 3.7 -4.2
MEDI Harbor Health Care ETF 2.5 80 -35 -1.4 -9.2
JDOC JPMorgan Healthcare Leaders ETF 2.5 65 -20 3.3 -4.6
AGNG Global X Aging Population ETF 2.5 50 -5 3.8 -4.1
DIVL Madison Dividend Value ETF 2.5 65 -20 4.5 -3.4
HRTS Tema Heart & Health ETF 2.5 75 -30 2.7 -5.2
BGDV Bahl & Gaynor Dividend ETF 2.5 45 0 3.9 -4.0
RJDI RJ Eagle GCM Dividend Select Income ETF 2.5 55 -10 4.4 -3.4
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 2.5 20 25 7.0 -0.8
DEUS Xtrackers Russell US Multifactor ETF 2.5 17 28 6.3 -1.5
WDIV SPDR S&P Global Dividend ETF 2.5 40 5 8.8 +0.9
RSPN Invesco S&P 500 Equal Weight Industrials ETF 2.5 40 5 4.1 -3.8
LRND IQ U.S. Large Cap R&D Leaders ETF 2.5 14 31 4.0 -3.8
VUSV Vanguard Wellington U.S. Value Active ETF 2.5 30 15 5.7 -2.1
MAVF Matrix Advisors Value ETF 2.5 75 -30 5.0 -2.8
CANC Tema Oncology ETF 2.5 75 -30 -2.4 -10.3
CGDG Capital Group Dividend Growers ETF 2.5 47 -2 4.9 -2.9
FPWR First Trust EIP Power Solutions ETF 2.5 96 -51 4.2 -3.7
ACWI iShares MSCI ACWI ETF 2.5 32 13 4.7 -3.1
IJJ iShares S&P Mid-Cap 400 Value ETF 2.5 18 27 7.8 -0.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.5 10 35 3.9 -4.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.5 9 36 4.9 -3.0
AVMC Avantis U.S. Mid Cap Equity ETF 2.5 18 27 5.9 -1.9
WDNA WisdomTree BioRevolution Fund 2.4 45 0 -2.3 -10.2
GK AdvisorShares Gerber Kawasaki ETF 2.4 75 -30 1.6 -6.3
IVES Wedbush ETFMG Global Cloud Technology ETF 2.4 68 -23 4.3 -3.6
SAMM Strategas Macro Momentum ETF 2.4 66 -21 3.6 -4.3
IBLC iShares Blockchain and Tech ETF 2.4 47 -2 -1.4 -9.3
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.4 40 5 3.5 -4.4
BLOK Amplify Transformational Data Sharing ETF 2.4 75 -30 -0.1 -8.0
PEXL Pacer US Export Leaders ETF 2.4 60 -15 3.3 -4.6
STRN SMART Trend 25 ETF 2.4 59 -14 2.7 -5.2
IMCB iShares Morningstar Mid-Cap ETF 2.4 4 41 5.3 -2.6
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 2.4 15 30 7.8 -0.0
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.4 29 16 4.0 -3.8
VFLO VictoryShares Free Cash Flow ETF 2.4 39 6 7.9 +0.0
VFMO Vanguard U.S. Momentum Factor ETF 2.4 13 32 1.8 -6.1
DWX SPDR S&P International Dividend ETF 2.4 45 0 6.3 -1.5
RWK Invesco S&P MidCap 400 Revenue ETF 2.3 39 6 8.0 +0.1
USEW Cambria US EW ETF 2.3 30 15 4.2 -3.7
CGDV Capital Group Dividend Value ETF 2.3 33 12 3.9 -4.0
NANC Unusual Whales Subversive Democratic Trading ETF 2.3 75 -30 3.1 -4.8
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 2.3 46 -1 7.2 -0.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.3 10 35 8.0 +0.1
JPEF JPMorgan Equity Focus ETF 2.3 50 -5 3.8 -4.1
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 2.3 40 5 5.1 -2.8
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.3 75 -30 2.1 -5.8
FFND Future Fund Active ETF 2.3 100 -55 4.3 -3.6
SUSL iShares ESG MSCI USA Leaders ETF 2.3 10 35 4.3 -3.6
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.3 52 -7 4.7 -3.2
IWR iShares Russell Midcap ETF 2.3 19 26 5.4 -2.5
JSTC Adasina Social Justice All Cap Global ETF 2.2 89 -44 4.5 -3.4
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 2.2 58 -13 3.5 -4.4
VT Vanguard Total World Stock ETF 2.2 6 39 5.1 -2.8
TOPT iShares Top 20 U.S. Stocks ETF 2.2 20 25 3.3 -4.5
VUSE Vident U.S. Equity Strategy ETF 2.2 50 -5 3.7 -4.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.2 58 -13 4.8 -3.0
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.2 49 -4 3.7 -4.2
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.2 80 -35 6.5 -1.4
VRAI Virtus Real Asset Income ETF 2.2 55 -10 8.6 +0.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.1 10 35 4.3 -3.6
SCHM Schwab U.S. Mid-Cap ETF 2.1 4 41 5.9 -1.9
SAGP Strategas Global Policy Opportunities ETF 2.1 65 -20 4.4 -3.4
QTUM Defiance Quantum ETF 2.1 40 5 4.6 -3.3
MFMO Motley Fool Momentum Factor ETF 2.1 50 -5 2.3 -5.6
FLDZ RiverNorth Patriot ETF 2.1 75 -30 5.5 -2.4
AVMV Avantis U.S. Mid Cap Value ETF 2.1 20 25 7.2 -0.7
DFSV Dimensional US Small Cap Value ETF 2.1 31 14 9.0 +1.1
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 2.1 20 25 6.1 -1.8
VO Vanguard Mid-Cap ETF 2.1 4 41 5.2 -2.7
ICOW Pacer Developed Markets International Cash Cows 100 ETF 2.1 65 -20 7.5 -0.4
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.0 15 30 5.1 -2.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.0 12 33 4.5 -3.4
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.0 40 5 6.5 -1.4
JXI iShares Global Utilities ETF 2.0 43 2 4.7 -3.1
SGLC SGI U.S. Large Cap Core ETF 2.0 85 -40 3.9 -4.0
IXG iShares Global Financials ETF 2.0 42 3 6.3 -1.6
IWY iShares Russell Top 200 Growth ETF 2.0 20 25 3.6 -4.3
VFQY Vanguard U.S. Quality Factor ETF 2.0 13 32 5.5 -2.4
FEGE First Eagle Global Equity ETF 2.0 79 -34 5.6 -2.3
EZU iShares MSCI Eurozone ETF 2.0 52 -7 5.4 -2.5
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 2.0 60 -15 3.2 -4.7
BMED Future Health ETF 2.0 85 -40 1.1 -6.8
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 2.0 40 5 5.3 -2.6
AIVC Amplify Bloomberg AI Value Chain ETF 2.0 59 -14 5.0 -2.9
KCE State Street SPDR S&P Capital Markets ETF 1.9 35 10 6.1 -1.8
TCAI Tortoise AI Infrastructure ETF 1.9 65 -20 1.6 -6.3
XLI The Industrial Select Sector SPDR Fund 1.9 8 37 3.4 -4.5
HAPI Harbor Human Capital Factor US Large Cap ETF 1.9 36 9 4.2 -3.7
THRO iShares U.S. Thematic Rotation Active ETF 1.9 90 -45 3.3 -4.6
PXI Invesco Dorsey Wright Energy Momentum ETF 1.9 60 -15 5.6 -2.3
DFIV Dimensional International Value ETF 1.9 27 18 7.5 -0.4
POWR iShares U.S. Power Infrastructure ETF 1.9 40 5 3.9 -4.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.9 12 33 3.5 -4.4
FMAT Fidelity MSCI Materials Index ETF 1.9 8 37 4.6 -3.3
FNDF Schwab Fundamental International Large Co. Index ETF 1.9 25 20 7.3 -0.6
FXZ First Trust Materials AlphaDEX Fund 1.9 61 -16 6.8 -1.1
POWA Invesco Bloomberg Pricing Power ETF 1.9 40 5 5.2 -2.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.9 25 20 8.0 +0.1
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 1.8 68 -23 0.7 -7.2
SURE AdvisorShares Insiders Advantage ETF 1.8 90 -45 8.0 +0.1
IGE iShares North American Natural Resources ETF 1.8 41 4 5.3 -2.5
GLBL Pacer MSCI World Industry Advantage ETF 1.8 65 -20 3.6 -4.3
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 1.8 29 16 4.0 -3.9
CNRG State Street SPDR S&P Kensho Clean Power ETF 1.8 45 0 0.0 -7.9
ISCV iShares Morningstar Small Cap Value ETF 1.8 6 39 7.8 -0.1
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.8 79 -34 4.4 -3.5
DFAT Dimensional U.S. Targeted Value ETF 1.8 28 17 8.7 +0.9
EQRR ProShares Equities for Rising Rates ETF 1.8 35 10 6.4 -1.5
JPSV JPMorgan Active Small Cap Value ETF 1.8 74 -29 7.7 -0.2
FNX First Trust Mid Cap Core AlphaDEX Fund 1.8 60 -15 6.2 -1.7
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.8 65 -20 4.8 -3.1
FELG Fidelity Enhanced Large Cap Growth ETF 1.8 18 27 3.4 -4.5
SMRI Bushido Capital US Equity ETF 1.8 71 -26 8.2 +0.3
PBJ Invesco Food & Beverage ETF 1.7 57 -12 7.2 -0.7
AQLT iShares MSCI Global Quality Factor ETF 1.7 18 27 0.0 -7.9
YLDE ClearBridge Dividend Strategy ESG ETF 1.7 60 -15 4.9 -3.0
IYW iShares U.S. Technology ETF 1.7 40 5 3.5 -4.4
IWF iShares Russell 1000 Growth ETF 1.7 19 26 3.5 -4.4
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.7 56 -11 9.4 +1.5
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 1.7 60 -15 3.7 -4.2
EZM WisdomTree U.S. MidCap Fund 1.7 38 7 8.0 +0.1
JHID John Hancock International High Dividend ETF 1.7 46 -1 7.7 -0.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.7 4 41 5.5 -2.4
IDMO Invesco S&P International Developed Momentum ETF 1.6 25 20 5.0 -2.9
VONG Vanguard Russell 1000 Growth ETF 1.6 7 38 3.6 -4.3
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 1.6 45 0 6.6 -1.3
FDTX Fidelity Disruptive Technology ETF 1.6 50 -5 2.1 -5.8
WRND IQ Global Equity R&D Leaders ETF 1.6 18 27 4.1 -3.8
SFYF SoFi Social 50 ETF 1.6 29 16 0.9 -7.0
IEO iShares U.S. Oil & Gas Exploration & Production ETF 1.6 40 5 10.5 +2.6
PATN Pacer Nasdaq International Patent Leaders ETF 1.6 65 -20 4.4 -3.5
FQAL Fidelity Quality Factor ETF 1.6 15 30 4.7 -3.1
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.6 30 15 13.6 +5.8
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 1.6 45 0 5.5 -2.3
RFDI First Trust Riverfront Dynamic Developed International ETF 1.6 83 -38 7.4 -0.5
IVW iShares S&P 500 Growth ETF 1.6 18 27 3.1 -4.8
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.6 4 41 3.2 -4.7
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.6 60 -15 5.0 -2.9
VOOG Vanguard S&P 500 Growth ETF 1.6 7 38 3.2 -4.7
PINK Simplify Health Care ETF 1.6 50 -5 0.9 -7.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.6 60 -15 6.8 -1.0
RNIN Bushido Capital US SMID Cap Equity ETF 1.5 70 -25 11.3 +3.5
DSMC Distillate Small/Mid Cash Flow ETF 1.5 55 -10 11.2 +3.4
OPTZ Optimize Strategy Index ETF 1.5 50 -5 3.9 -4.0
BGRO iShares Large Cap Growth Active ETF 1.5 55 -10 2.1 -5.8
STXM Strive Mid-Cap ETF 1.5 18 27 5.3 -2.6
KNO AXS Knowledge Leaders ETF 1.5 78 -33 4.2 -3.6
XOEF iShares S&P 500 ex S&P 100 ETF 1.5 20 25 4.7 -3.2
IUSG iShares Core S&P U.S. Growth ETF 1.5 4 41 3.3 -4.6
VB Vanguard Small-Cap ETF 1.5 5 40 5.3 -2.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.5 30 15 3.8 -4.1
BINV Brandes International ETF 1.5 70 -25 8.0 +0.2
KBWD Invesco KBW High Dividend Yield Financial ETF 1.5 384 -339 16.0 +8.1
LVHI Franklin International Low Volatility High Dividend Index ET 1.5 40 5 7.3 -0.6
ONEQ Fidelity Nasdaq Composite Index ETF 1.5 21 24 3.1 -4.8
POW VistaShares Electrification Supercycle ETF 1.5 75 -30 2.3 -5.6
STXI Strive International Developed Markets ETF 1.5 29 16 5.5 -2.4
JGLO JPMorgan Global Select Equity ETF 1.5 33 12 4.2 -3.6
KBWR Invesco KBW Regional Banking ETF 1.4 35 10 7.8 -0.1
AVLV Avantis U.S. Large Cap Value ETF 1.4 15 30 5.9 -1.9
FTWO Strive FAANG 2.0 ETF 1.4 49 -4 3.4 -4.5
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 1.4 55 -10 4.8 -3.0
EES WisdomTree U.S. SmallCap Fund 1.4 38 7 8.2 +0.3
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.4 30 15 7.1 -0.7
TXS Texas Capital Texas Equity Index ETF 1.4 49 -4 4.9 -3.0
VIS Vanguard Industrials ETF 1.4 9 36 3.5 -4.4
VYMI Vanguard International High Dividend Yield ETF 1.4 17 28 7.7 -0.2
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 1.4 58 -13 7.3 -0.6
HOMZ Hoya Capital Housing ETF 1.4 30 15 9.4 +1.5
PTL Inspire 500 ETF 1.4 9 36 4.5 -3.4
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.4 36 9 8.8 +0.9
FIDU Fidelity MSCI Industrial Index ETF 1.4 8 37 3.4 -4.4
BELT iShares Long-Term U.S. Equity Active ETF 1.3 75 -30 2.4 -5.5
EFAV iShares MSCI EAFE Min Vol Factor ETF 1.3 22 23 5.4 -2.5
DFNL Davis Select Financial ETF 1.3 63 -18 7.4 -0.5
IYJ iShares U.S. Industrials ETF 1.3 40 5 3.8 -4.1
FFLC Fidelity Fundamental Large Cap Core ETF 1.3 38 7 3.9 -3.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.3 17 28 5.1 -2.8
FYT First Trust Small Cap Value AlphaDEX Fund 1.3 73 -28 10.2 +2.4
SNPG Xtrackers S&P 500 Growth ESG ETF 1.3 15 30 4.0 -3.9
EFV iShares MSCI EAFE Value ETF 1.3 34 11 7.2 -0.7
FCPI Fidelity Stocks for Inflation ETF 1.3 15 30 5.8 -2.1
FITE State Street SPDR S&P Kensho Future Security ETF 1.3 45 0 1.3 -6.6
GURU Global X Guru Index ETF 1.3 75 -30 2.5 -5.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.3 49 -4 4.7 -3.2
YNOT Horizon Digital Frontier ETF 1.3 75 -30 2.8 -5.1
ARTY iShares Future AI & Tech ETF 1.3 47 -2 3.3 -4.6
XBI State Street SPDR S&P Biotech ETF 1.3 35 10 -2.5 -10.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.3 15 30 6.8 -1.1
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 1.3 14 31 5.1 -2.7
IVSI Applied Finance IVS International LrgETF 1.3 65 -20 5.8 -2.1
USXF iShares ESG Advanced MSCI USA ETF 1.3 10 35 4.1 -3.8
FEUZ First Trust Eurozone AlphaDEX ETF 1.2 80 -35 6.2 -1.6
MDY SPDR S&P Midcap 400 ETF Trust 1.2 23 22 5.9 -2.0
IJH iShares Core S&P Mid-Cap ETF 1.2 5 40 6.1 -1.8
LGRO Level Four Large Cap Growth Active ETF 1.2 55 -10 3.8 -4.0
CGIE Capital Group International Equity ETF 1.2 54 -9 4.4 -3.5
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.2 35 10 6.4 -1.4
SIXS ETC 6 Meridian Small Cap Equity ETF 1.2 89 -44 7.9 -0.0
SMOX Horizon Small/Mid Cap Core Equity ETF 1.2 75 -30 5.4 -2.5
FTC First Trust Large Cap Growth AlphaDEX Fund 1.2 59 -14 1.9 -6.0
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.2 3 42 6.1 -1.8
AVIV Avantis International Large Cap Value ETF 1.2 25 20 6.6 -1.3
COPY Tweedy, Browne Insider + Value ETF 1.2 80 -35 14.9 +7.0
ETHO Etho Climate Leadership U.S. ETF 1.2 47 -2 4.5 -3.3
FMDE Fidelity Enhanced Mid Cap ETF 1.1 23 22 5.4 -2.5
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.1 70 -25 3.8 -4.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 1.1 35 10 5.5 -2.3
IVOO Vanguard S&P Mid-Cap 400 ETF 1.1 7 38 6.1 -1.8
FDWM Fidelity Women's Leadership ETF 1.1 59 -14 3.7 -4.2
PSET Principal Quality ETF 1.1 15 30 4.7 -3.2
TPSC Timothy Plan US Small Cap Core ETF 1.1 52 -7 6.6 -1.3
JGRO JPMorgan Active Growth ETF 1.1 44 1 2.5 -5.4
DFAS Dimensional U.S. Small Cap ETF 1.1 26 19 5.6 -2.2
IEV iShares Europe ETF 1.1 67 -22 5.6 -2.3
IQRA IQ CBRE Real Assets ETF 1.1 65 -20 5.5 -2.4
XJH iShares ESG Screened S&P Mid-Cap ETF 1.1 12 33 5.9 -1.9
XMLV Invesco S&P MidCap Low Volatility ETF 1.1 25 20 6.5 -1.3
XSLV Invesco S&P SmallCap Low Volatility ETF 1.1 25 20 7.4 -0.5
LQPE PEO AlphaQuest Thematic PE ETF 1.1 125 -80 5.1 -2.8
IJS iShares S&P Small-Cap 600 Value ETF 1.1 18 27 9.3 +1.4
DIHP Dimensional International High Profitability ETF 1.1 29 16 5.4 -2.5
TIIV AAM Todd International Intrinsic Value ETF 1.1 54 -9 9.3 +1.4
IVLU iShares MSCI Intl Value Factor ETF 1.1 30 15 7.8 -0.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.1 35 10 6.4 -1.5
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 1.1 20 25 5.3 -2.5
CGUS Capital Group Core Equity ETF 1.1 33 12 3.7 -4.2
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.0 49 -4 3.8 -4.1
EXI iShares Global Industrials ETF 1.0 42 3 3.4 -4.5
LIVR Intelligent Livermore ETF 1.0 69 -24 2.8 -5.1
ISCB iShares Morningstar Small-Cap ETF 1.0 4 41 5.5 -2.4
SPEU SPDR Portfolio Europe ETF 1.0 7 38 6.1 -1.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.0 10 35 9.3 +1.5
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.0 15 30 9.3 +1.5
FYLD Cambria Foreign Shareholder Yield ETF 1.0 59 -14 10.0 +2.2
IDLV Invesco S&P International Developed Low Volatility ETF 1.0 25 20 5.9 -2.0
BBEU JPMorgan BetaBuilders Europe ETF 1.0 9 36 5.9 -2.0
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.0 45 0 2.6 -5.3
STXG Strive 1000 Growth ETF 1.0 18 27 3.3 -4.6
BKIE BNY Mellon International Equity ETF 1.0 4 41 5.7 -2.1
QEFA SPDR MSCI EAFE StrategicFactors ETF 1.0 30 15 5.8 -2.1
XMVM Invesco S&P MidCap Value with Momentum ETF 1.0 39 6 7.6 -0.3
FXD First Trust Consumer Discretionary AlphaDEX Fund 1.0 61 -16 7.3 -0.6
IEUR iShares Core MSCI Europe ETF 1.0 11 34 6.1 -1.8
SMDV ProShares Russell 2000 Dividend Growers ETF 1.0 40 5 6.9 -1.0
BSVO EA Bridgeway Omni Small-Cap Value ETF 1.0 47 -2 8.1 +0.3
RFFC ALPS Active Equity Opportunity ETF 1.0 48 -3 3.6 -4.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.0 15 30 6.1 -1.8
SMLF iShares U.S. SmallCap Equity Factor ETF 0.9 15 30 5.1 -2.8
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.9 49 -4 8.5 +0.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.9 15 30 4.3 -3.6
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.9 46 -1 5.4 -2.5
IDEV iShares Core MSCI International Developed Markets ETF 0.9 4 41 5.8 -2.1
FEP First Trust Europe AlphaDEX Fund 0.9 80 -35 6.5 -1.4
DXIV Dimensional International Vector Equity ETF 0.9 34 11 6.3 -1.6
SCHF Schwab International Equity ETF 0.9 6 39 5.8 -2.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.9 75 -30 6.2 -1.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.9 24 21 6.1 -1.8
VGK Vanguard FTSE Europe ETF 0.9 6 39 6.2 -1.7
FRGN Horizon International Equity ETF 0.9 75 -30 7.8 -0.1
SPDW SPDR Portfolio Developed World ex-US ETF 0.9 3 42 5.7 -2.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.9 7 38 5.4 -2.5
DRLL Strive U.S. Energy ETF 0.9 41 4 8.0 +0.1
NUSC Nuveen ESG Small-Cap ETF 0.9 31 14 5.0 -2.9
FSCS First Trust SMID Capital Strength ETF 0.9 60 -15 6.5 -1.4
FLEE Franklin FTSE Europe ETF 0.9 9 36 6.0 -1.9
SFYX SoFi Next 500 ETF 0.9 0 45 5.0 -2.9
FXG First Trust Consumer Staples AlphaDEX Fund 0.9 63 -18 7.3 -0.6
KOCG FIS Knights of Columbus Global Belief ETF 0.9 75 -30 4.3 -3.6
ISHP First Trust Nasdaq Retail ETF 0.9 60 -15 5.0 -2.9
FIVA Fidelity International Value Factor ETF 0.9 18 27 7.1 -0.8
JOET Virtus Terranova US Quality Momentum ETF 0.9 29 16 3.8 -4.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.8 64 -19 1.3 -6.5
TMAT Main Thematic Innovation ETF 0.8 164 -119 -2.0 -9.9
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.8 12 33 3.6 -4.3
STXK Strive Small-Cap ETF 0.8 18 27 5.2 -2.6
IQDF FlexShares International Quality Dividend Index Fund 0.8 47 -2 7.5 -0.4
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.8 35 10 5.4 -2.4
DGLO First Trust RBA Deglobalization ETF 0.8 70 -25 5.3 -2.6
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.8 70 -25 3.8 -4.0
VEA Vanguard FTSE Developed Markets ETF 0.8 3 42 5.8 -2.1
WSGE Warren Street Global Equity ETF 0.8 80 -35 2.9 -5.0
AGIX KraneShares Artificial Intelligence and Technology ETF 0.8 99 -54 1.5 -6.4
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.8 20 25 0.9 -7.0
DIVI Franklin International Core Dividend Tilt Index ETF 0.8 9 36 6.4 -1.5
XSW State Street SPDR S&P Software & Services ETF 0.8 35 10 3.0 -4.9
FDMO Fidelity Momentum Factor ETF 0.8 15 30 2.6 -5.3
IMTM iShares MSCI Intl Momentum Factor ETF 0.8 30 15 4.5 -3.4
FTAG First Trust Indxx Global Agriculture ETF 0.8 70 -25 6.7 -1.2
AVSC Avantis U.S Small Cap Equity ETF 0.8 25 20 4.9 -3.0
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.8 25 20 6.1 -1.8
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 0.7 29 16 8.1 +0.2
ACWX iShares MSCI ACWI ex U.S. ETF 0.7 34 11 6.2 -1.7
CWI SPDR MSCI ACWI ex-US ETF 0.7 30 15 6.3 -1.6
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.7 47 -2 7.3 -0.6
AIPO Defiance AI & Power Infrastructure ETF 0.7 69 -24 0.9 -6.9
SMMD iShares Russell 2500 ETF 0.7 15 30 5.7 -2.1
AFMC First Trust Active Factor Mid Cap ETF 0.7 65 -20 7.2 -0.7
BLES Inspire Global Hope ETF 0.7 61 -16 5.7 -2.2
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.7 25 20 5.9 -2.0
FSMD Fidelity Small-Mid Multifactor ETF 0.7 15 30 6.6 -1.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.7 70 -25 2.1 -5.8
INTF iShares International Equity Factor ETF 0.7 15 30 6.3 -1.6
FYX First Trust Small Cap Core AlphaDEX Fund 0.7 61 -16 5.7 -2.1
DFIC Dimensional International Core Equity 2 ETF 0.7 23 22 5.9 -1.9
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.7 41 4 6.0 -1.9
EFA iShares MSCI EAFE ETF 0.7 35 10 5.5 -2.4
TMFX Motley Fool Next Index ETF 0.7 50 -5 3.0 -4.9
PSCF Invesco S&P SmallCap Financials ETF 0.7 29 16 8.7 +0.8
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.7 18 27 6.2 -1.7
AIS VistaShares Artificial Intelligence Supercycle ETF 0.7 75 -30 1.7 -6.2
QNXT iShares Nasdaq-100 ex Top 30 ETF 0.7 20 25 4.2 -3.7
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.7 39 6 6.6 -1.3
FENI Fidelity Enhanced International ETF 0.7 28 17 5.5 -2.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.7 9 36 4.0 -3.9
NANR SPDR S&P North American Natural Resources ETF 0.7 35 10 5.9 -2.0
PSC Principal U.S. Small-Cap ETF 0.7 38 7 3.8 -4.0
IJR iShares Core S&P Small Cap ETF 0.7 6 39 6.6 -1.3
VEU Vanguard FTSE All-World ex-US Index Fund 0.6 4 41 6.6 -1.3
TRUT VanEck Technology TruSector ETF 0.6 13 32 4.1 -3.7
MADE iShares U.S. Manufacturing ETF 0.6 40 5 3.4 -4.5
GSID Goldman Sachs MarketBeta International Equity ETF 0.6 20 25 5.6 -2.3
IXUS iShares Core MSCI Total International Stock ETF 0.6 7 38 6.4 -1.5
VXF Vanguard Extended Market ETF 0.6 5 40 3.9 -4.0
AVDE Avantis International Equity ETF 0.6 23 22 5.9 -2.0
VIOO Vanguard S&P Small-Cap 600 ETF 0.6 7 38 6.5 -1.4
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.6 36 9 5.3 -2.6
RPG Invesco S&P 500 Pure Growth ETF 0.6 35 10 2.8 -5.1
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.6 3 42 6.6 -1.2
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 0.6 48 -3 7.7 -0.2
VXUS Vanguard Total International Stock ETF 0.6 5 40 6.5 -1.4
TRFM AAM Transformers ETF 0.6 49 -4 1.1 -6.7
AVUQ Avantis U.S. Quality ETF 0.6 15 30 3.7 -4.2
JHSC John Hancock Multifactor Small Cap ETF 0.6 42 3 6.0 -1.9
IYC iShares U.S. Consumer Discretionary ETF 0.6 40 5 3.3 -4.5
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.6 29 16 6.8 -1.0
IEFA iShares Core MSCI EAFE ETF 0.6 7 38 5.8 -2.1
WSML iShares MSCI World Small-Cap ETF 0.6 15 30 5.3 -2.6
DFAI Dimensional International Core Equity Market ETF 0.6 18 27 5.8 -2.1
XJR iShares ESG Screened S&P Small-Cap ETF 0.6 12 33 6.5 -1.4
BUZZ VanEck Social Sentiment ETF 0.6 75 -30 -0.7 -8.5
ESGD iShares ESG Aware MSCI EAFE ETF 0.6 20 25 5.5 -2.4
BKSE BNY Mellon US Small Cap Core Equity ETF 0.6 4 41 5.4 -2.5
VEGI iShares MSCI Agriculture Producers ETF 0.6 39 6 7.1 -0.8
HFXI IQ FTSE International Equity Currency Neutral ETF 0.6 20 25 5.5 -2.3
LCF Touchstone US Large Cap Focused ETF 0.6 69 -24 3.7 -4.2
VAW Vanguard Materials ETF 0.6 9 36 4.6 -3.3
CIL VictoryShares International Volatility Wtd ETF 0.5 45 0 5.7 -2.1
FESM Fidelity Enhanced Small Cap ETF 0.5 28 17 2.5 -5.4
MFVL Motley Fool Value Factor ETF 0.5 50 -5 5.4 -2.5
QUAL iShares MSCI USA Quality Factor ETF 0.5 15 30 4.4 -3.5
BFOR ALPS Barron's 400 ETF 0.5 65 -20 4.9 -3.0
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.5 30 15 6.2 -1.7
QGRO American Century U.S. Quality Growth ETF 0.5 29 16 3.8 -4.1
GQI Natixis Gateway Quality Income ETF 0.5 34 11 4.4 -3.5
JHMD John Hancock Multifactor Developed International ETF 0.5 39 6 5.9 -2.0
RDVY First Trust Rising Dividend Achievers ETF 0.5 50 -5 5.1 -2.7
WWJD Inspire International ETF 0.5 80 -35 6.0 -1.9
JIRE JPMorgan International Research Enhanced Equity ETF 0.5 24 21 5.6 -2.3
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 0.5 80 -35 5.1 -2.8
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.5 35 10 6.0 -1.9
APIE ActivePassive International Equity ETF 0.5 45 0 6.1 -1.7
HAP VanEck Natural Resources ETF 0.5 50 -5 6.3 -1.6
FNDA Schwab Fundamental US Small Co. Index ETF 0.5 25 20 6.2 -1.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.5 39 6 2.4 -5.5
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.4 35 10 4.9 -2.9
SVAL iShares US Small Cap Value Factor ETF 0.4 20 25 7.6 -0.3
IWN iShares Russell 2000 Value ETF 0.4 24 21 5.0 -2.8
MFIG Motley Fool Innovative Growth Factor ETF 0.4 50 -5 2.8 -5.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.4 15 30 6.5 -1.4
BIBL Inspire 100 ETF 0.4 35 10 4.3 -3.5
SCHA Schwab U.S. Small-Cap ETF 0.4 4 41 4.6 -3.2
VTWV Vanguard Russell 2000 Value ETF 0.4 10 35 5.2 -2.7
IEDI iShares U.S. Consumer Focused ETF 0.4 18 27 4.6 -3.2
CCNR ALPS CoreCommodity Natural Resources ETF 0.4 39 6 7.9 -0.0
FBCG Fidelity Blue Chip Growth ETF 0.4 59 -14 2.3 -5.6
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.4 60 -15 5.6 -2.3
TPIF Timothy Plan International ETF 0.4 62 -17 5.3 -2.6
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.4 39 6 7.8 -0.0
ROSC Hartford Multifactor Small Cap ETF 0.4 34 11 7.4 -0.5
PKW Invesco Buyback Achievers ETF 0.4 62 -17 7.1 -0.8
PPIE Putnam PanAgora ESG International Equity ETF 0.4 49 -4 6.1 -1.8
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.3 80 -35 6.3 -1.6
JPIN J.P. Morgan Diversified Return International Equity ETF 0.3 37 8 6.7 -1.2
IYM iShares U.S. Basic Materials ETF 0.3 40 5 4.2 -3.7
DTAN Sparkline International Intangible Value ETF 0.3 55 -10 6.8 -1.1
XLY The Consumer Discretionary Select Sector SPDR Fund 0.3 8 37 4.2 -3.7
VCR Vanguard Consumer Discretionary ETF 0.3 9 36 4.3 -3.6
CLOU Global X Cloud Computing ETF 0.3 68 -23 3.2 -4.7
XLSR State Street US Sector Rotation ETF 0.3 70 -25 4.3 -3.6
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.3 43 2 4.9 -3.0
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.3 29 16 6.6 -1.3
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 0.3 12 33 6.9 -1.0
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.3 45 0 -0.9 -8.8
FYC First Trust Small Cap Growth AlphaDEX Fund 0.3 71 -26 -0.6 -8.5
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.3 8 37 4.3 -3.6
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.3 39 6 3.7 -4.2
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.3 20 25 5.4 -2.5
RSSL Global X Russell 2000 ETF 0.3 8 37 2.9 -5.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 6 5.9 -2.0
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 20 8.3 +0.4
IJT iShares S&P Small-Cap 600 Growth ETF 0.2 18 27 3.8 -4.1
IWM iShares Russell 2000 ETF 0.2 19 26 2.8 -5.1
RXI iShares Global Consumer Discretionary ETF 0.2 41 4 7.5 -0.4
ALRG Allspring LT Large Core ETF 0.2 28 17 3.5 -4.4
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 0.2 15 30 3.8 -4.0
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.2 10 35 3.8 -4.1
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.2 40 5 4.1 -3.8
VTWO Vanguard Russell 2000 ETF 0.2 7 38 2.9 -5.0
ISCG iShares Morningstar Small-Cap Growth ETF 0.2 6 39 2.8 -5.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.2 50 -5 3.3 -4.6
AFSM First Trust Active Factor Small Cap ETF 0.2 75 -30 6.1 -1.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.2 20 25 4.2 -3.7
IMCG iShares Morningstar Mid-Cap Growth ETF 0.1 6 39 3.5 -4.4
IMFL Invesco International Developed Dynamic Multifactor ETF 0.1 34 11 4.9 -3.0
QINT American Century Quality Diversified International ETF 0.1 39 6 6.4 -1.5
VIDI Vident International Equity Strategy ETF 0.1 61 -16 8.1 +0.3
FDEV Fidelity International Multifactor ETF 0.1 18 27 6.8 -1.1
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.1 24 21 6.4 -1.4
PRXG Praxis Impact Large Cap Growth ETF 0.1 36 9 3.2 -4.7
IWP iShares Russell Mid-Cap Growth ETF 0.1 23 22 2.7 -5.2
ILCG iShares Morningstar Growth ETF 0.0 4 41 3.2 -4.7
IWO iShares Russell 2000 Growth ETF 0.0 24 21 0.5 -7.3
VTWG Vanguard Russell 2000 Growth ETF 0.0 10 35 0.7 -7.2
DFSI Dimensional International Sustainability Core 1 ETF 0.0 24 21 5.3 -2.6
MLPA Global X MLP ETF 0.0 45 0 8.2 +0.3

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%.

Content on this tab for subscribers only**

RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

Content on this tab for subscribers only

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

Historical valuation trends

Forward
multiple:
Sound Equity Dividend Income ETF
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 13.8 %
Divided by: Fwd. P/BV 1.7 x
Less: Expense ratio 45 bp
Equals: ALTAR Score 7.9 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

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