Invesco Dow Jones Industrial Average Dividend ETF
ALTAR
Score™
8.4% info Recommen-
dation
SPECULATIVE
2024E    2025E
P/E
ratio
15.0x P/Sales
ratio
2.2x
P/BV
ratio
3.0x Div.
yield
3.5%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The Invesco Dow Jones Industrial Average Dividend ETF follows an index comprising dividend-paying securities of the companies listed on the Dow Jones Industrial Average, weighted by yield.

FUND BASICS
Category US Equities
Fund Sponsor Guggenheim
Website guggenheiminvestments.com
Inception date Dec 16, 2015
Assets (mns) $294
Currency USD
Expense ratio 7 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 28
Wgt avg mkt cap (mns) $292,259
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
3M CO 10.2 %
VERIZON COMMUNICATIONS INC 10.0 %
DOW, INC. 6.7 %
CHEVRON CORP 6.4 %
AMGEN INC 5.4 %
COCA-COLA CO/THE 5.0 %
GOLDMAN SACHS GROUP INC 4.9 %
INTL BUSINESS MACHINES CORP 4.6 %
CISCO SYSTEMS INC 4.5 %
JOHNSON & JOHNSON 3.9 %
Total 61.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 100.0 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
4.6% 16.0% 8.9% -- 10.8%

Market Correlations
versus... Beta R-squared
S&P500 0.74 67%
MSCI EAFE 0.78 69%
MSCI Emg. Mkts. 0.52 32%

Technical Indicators
Recent close $48.02
30d moving avg. $48.00
Annualized volatility 16.2%
Short interest (ETF) 0.1%
Short interest (Underlying) 1.2%
Relative strength (RSI) 51

Liquidity measures
Avg. volume (thou.) 23
Turnover 0.4%
Bid/Ask (% of price) 0.18%
ADV underlying (mns) $92,884

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 707 potential alternatives to the Invesco Dow Jones Industrial Average Dividend ETF ETF based on the alternatives' overlap in portfolio holdings with DJD. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: DJD Expense: 7 bp ALTAR Score™: 8.4%


ALTERNATIVE ETFs BASED ON OVERLAP WITH DJD
Ticker Fund
Name
Overlap1
vs DJD
(%)
Expense
ratio
(bp)
Savings
vs DJD
(bp)
ALTAR
Score™
(%)
ALTAR
vs DJD
(%)
EDOW First Trust Dow 30 Equal Weight ETF 71.4 50 -43 5.9 -2.5
DIA SPDR Dow Jones Industrial Average ETF Trust 57.0 16 -9 5.8 -2.6
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 35.0 15 -8 5.7 -2.6
DGRO iShares Core Dividend Growth ETF 30.7 8 -1 6.5 -1.8
OUSA ALPS O'Shares U.S. Quality Dividend ETF 30.2 48 -41 5.9 -2.4
MGV Vanguard Mega Cap Value ETF 28.9 7 0 6.7 -1.7
DURA VanEck Durable High Dividend ETF 28.2 29 -22 7.3 -1.0
DLN WisdomTree U.S. LargeCap Dividend Fund 27.8 28 -21 6.0 -2.3
VIG Vanguard Dividend Appreciation ETF 27.4 6 1 5.7 -2.6
DIVB iShares Core Dividend ETF 26.8 5 2 7.9 -0.4
PFM Invesco Dividend Achievers ETF 26.7 53 -46 5.5 -2.9
VYM Vanguard High Dividend Yield Index ETF 26.6 6 1 7.2 -1.2
EQWL Invesco S&P 100 Equal Weight ETF 26.3 25 -18 6.6 -1.7
ZECP Zacks Earnings Consistent Portfolio ETF 26.2 55 -48 4.6 -3.7
SNPV Xtrackers S&P 500 Value ESG ETF 26.1 15 -8 6.7 -1.7
PWV Invesco Large Cap Value ETF 26.0 55 -48 8.1 -0.3
IWX iShares Russell Top 200 Value ETF 26.0 20 -13 6.5 -1.9
SIXA ETC 6 Meridian Mega Cap Equity ETF 25.7 80 -73 5.9 -2.4
MDLV Morgan Dempsey Large Cap Value ETF 25.4 58 -51 8.4 +0.1
RAFE PIMCO RAFI ESG U.S. ETF 24.8 29 -22 7.0 -1.3
DTD WisdomTree U.S. Total Dividend Fund 24.6 28 -21 6.3 -2.1
EVUS iShares ESG Aware MSCI USA Value ETF 24.6 18 -11 6.7 -1.7
DGRW WisdomTree US Quality Dividend Growth Fund 24.4 28 -21 6.0 -2.4
VTV Vanguard Value ETF 24.0 4 3 6.8 -1.5
YLDE ClearBridge Dividend Strategy ESG ETF 23.5 60 -53 5.2 -3.1
SCHD Schwab US Dividend Equity ETF 23.2 6 1 9.6 +1.2
USMC Principal U.S. Mega-Cap ETF 23.2 12 -5 4.8 -3.6
WOMN Impact Shares YWCA Women's Empowerment ETF 23.2 75 -68 4.8 -3.6
VUSE Vident U.S. Equity Strategy ETF 22.9 50 -43 3.4 -5.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 22.9 32 -25 4.9 -3.5
VOOV Vanguard S&P 500 Value ETF 22.8 10 -3 6.6 -1.7
IVE iShares S&P 500 Value ETF 22.8 18 -11 6.6 -1.8
DVND Touchstone Dividend Select ETF 22.7 67 -60 6.0 -2.4
SPYV SPDR Portfolio S&P 500 Value ETF 22.7 4 3 6.7 -1.7
HDV iShares Core High Dividend ETF 22.7 8 -1 8.4 +0.0
INEQ Columbia International Equity Income ETF 22.6 45 -38 6.3 -2.1
QDEF FlexShares Quality Dividend Defensive Index Fund 22.4 37 -30 4.3 -4.1
ICAP InfraCap Equity Income Fund ETF 22.3 171 -164 6.6 -1.8
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 22.2 15 -8 6.6 -1.7
UDI USCF Dividend Income Fund 22.1 65 -58 7.7 -0.7
SCHV Schwab U.S. Large-Cap Value ETF 22.1 4 3 6.6 -1.7
LVOL American Century Low Volatility ETF 21.7 29 -22 4.9 -3.5
STXV Strive 1000 Value ETF 21.7 18 -11 7.8 -0.6
BGIG Bahl & Gaynor Income Growth ETF 21.7 45 -38 5.1 -3.2
RFFC ALPS Active Equity Opportunity ETF 21.5 48 -41 4.2 -4.2
IUSV iShares Core S&P US Value ETF 21.4 4 3 6.8 -1.6
FDRR Fidelity Dividend ETF for Rising Rates 21.3 15 -8 7.5 -0.8
FDL First Trust Morningstar Dividend Leaders Index Fund 21.1 45 -38 9.5 +1.1
ILCV iShares Morningstar Value ETF 20.8 4 3 6.4 -1.9
FVAL Fidelity Value Factor ETF 20.7 15 -8 7.2 -1.2
NULV Nuveen ESG Large-Cap Value ETF 20.6 26 -19 7.0 -1.3
QLTY GMO U.S. Quality ETF 20.5 50 -43 4.2 -4.1
STXD Strive 1000 Dividend Growth ETF 20.3 35 -28 5.0 -3.3
ESMV iShares ESG MSCI USA Min Vol Factor ETF 20.1 18 -11 5.8 -2.5
SHE SPDR MSCI USA Gender Diversity ETF 20.1 20 -13 4.9 -3.5
HAPI Harbor Human Capital Factor US Large Cap ETF 19.7 36 -29 4.6 -3.8
OEF iShares S&P 100 ETF 19.7 20 -13 4.8 -3.6
INCE Franklin Income Equity Focus ETF 19.5 29 -22 5.7 -2.6
NUDV Nuveen ESG Dividend ETF 19.4 26 -19 7.4 -0.9
FTCS First Trust Capital Strength ETF 19.4 55 -48 5.6 -2.8
FNDX Schwab Fundamental US Large Co. Index ETF 19.1 25 -18 7.0 -1.4
NACP Impact Shares NAACP Minority Empowerment ETF 19.0 49 -42 4.9 -3.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 18.9 7 0 5.0 -3.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 18.9 35 -28 6.3 -2.0
DIVL Madison Dividend Value ETF 18.9 65 -58 5.7 -2.7
USCL iShares Climate Conscious & Transition MSCI USA ETF 18.7 8 -1 5.0 -3.4
FDLO Fidelity Low Volatility Factor ETF 18.6 15 -8 5.3 -3.1
VONV Vanguard Russell 1000 Value ETF 18.5 8 -1 6.6 -1.7
XLG Invesco S&P 500 Top 50 ETF 18.5 20 -13 4.4 -4.0
QDF FlexShares Quality Dividend Index Fund 18.3 37 -30 4.4 -3.9
USMV iShares MSCI USA Min Vol Factor ETF 18.0 15 -8 5.8 -2.5
QUS SPDR MSCI USA StrategicFactors ETF 18.0 15 -8 5.8 -2.5
MGC Vanguard Mega Cap ETF 17.9 7 0 4.9 -3.5
FNDB Schwab Fundamental US Broad Market Index ETF 17.9 25 -18 6.9 -1.4
PRF Invesco FTSE RAFI US 1000 ETF 17.9 39 -32 7.1 -1.3
FELV Fidelity Enhanced Large Cap Value ETF 17.9 18 -11 6.5 -1.9
GSPY Gotham Enhanced 500 ETF 17.9 50 -43 5.1 -3.2
IWD iShares Russell 1000 Value ETF 17.7 19 -12 6.5 -1.8
EPS WisdomTree U.S. LargeCap Fund 17.7 8 -1 6.0 -2.3
HUSV First Trust Horizon Managed Volatility Domestic ETF 17.7 70 -63 4.8 -3.6
RWL Invesco S&P 500 Revenue ETF 17.7 39 -32 6.7 -1.6
HKND Humankind US Stock ETF 17.4 11 -4 7.1 -1.3
SNPE Xtrackers S&P 500 ESG ETF 17.3 10 -3 5.1 -3.3
SHRY First Trust Bloomberg Shareholder Yield ETF 17.2 60 -53 6.9 -1.4
IUS Invesco RAFI Strategic US ETF 17.2 19 -12 7.1 -1.3
QLV FlexShares US Quality Low Volatility Index Fund 17.0 22 -15 3.9 -4.4
RECS Columbia Research Enhanced Core ETF 16.8 15 -8 5.5 -2.9
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 16.8 27 -20 7.7 -0.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 16.8 30 -23 4.6 -3.8
IWL iShares Russell Top 200 ETF 16.8 15 -8 4.8 -3.6
DGT SPDR Global Dow ETF 16.7 50 -43 6.5 -1.9
VLU SPDR S&P 1500 Value Tilt ETF 16.7 12 -5 7.1 -1.2
REVS Columbia Research Enhanced Value ETF 16.6 19 -12 7.7 -0.7
SPXT ProShares S&P 500 Ex-Technology ETF 16.5 9 -2 5.5 -2.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 16.4 20 -13 4.9 -3.5
VSLU Applied Finance Valuation Large Cap ETF 16.1 49 -42 5.5 -2.9
OALC OneAscent Large Cap Core ETF 16.1 86 -79 4.4 -4.0
FDVV Fidelity High Dividend ETF 16.1 15 -8 8.9 +0.5
AGQI First Trust Active Global Quality Income ETF 16.0 85 -78 5.2 -3.2
DIVZ TrueShares Low Volatility Equity Income ETF 16.0 65 -58 8.5 +0.1
FELC Fidelity Enhanced Large Cap Core ETF 16.0 18 -11 5.4 -3.0
DUHP Dimensional US High Profitability ETF 16.0 21 -14 6.6 -1.8
JQUA JPMorgan U.S. Quality Factor ETF 15.8 12 -5 5.9 -2.5
SPHQ Invesco S&P 500 Quality ETF 15.8 15 -8 5.6 -2.8
VOO Vanguard S&P 500 ETF 15.8 3 4 5.2 -3.2
ROUS Hartford Multifactor US Equity ETF 15.7 19 -12 6.9 -1.5
IOO iShares Global 100 ETF 15.5 41 -34 4.6 -3.8
VV Vanguard Large-Cap ETF 15.4 4 3 5.1 -3.3
QVML Invesco S&P 500 QVM Multi-factor ETF 15.4 11 -4 4.8 -3.5
ESGU iShares ESG Aware MSCI USA ETF 15.4 15 -8 5.1 -3.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 15.4 19 -12 6.4 -2.0
LRND IQ U.S. Large Cap R&D Leaders ETF 15.3 14 -7 5.7 -2.7
AUSF Global X Adaptive U.S. Factor ETF 15.3 27 -20 8.9 +0.5
BKLC BNY Mellon US Large Cap Core Equity ETF 15.3 0 7 5.1 -3.2
VFMV Vanguard U.S. Minimum Volatility ETF 15.2 13 -6 5.2 -3.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 15.2 10 -3 5.1 -3.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 15.1 7 0 5.0 -3.4
FBCV Fidelity Blue Chip Value ETF 15.1 59 -52 7.4 -1.0
VIRS Pacer BioThreat Strategy ETF 15.0 70 -63 6.2 -2.2
SPXE ProShares S&P 500 Ex-Energy ETF 15.0 9 -2 4.9 -3.4
FLQL Franklin LibertyQ U.S. Equity ETF 15.0 15 -8 5.6 -2.8
SUSL iShares ESG MSCI USA Leaders ETF 15.0 10 -3 5.1 -3.3
VOTE TCW Transform 500 ETF 14.9 5 2 5.0 -3.4
IVV iShares Core S&P 500 ETF 14.9 3 4 5.1 -3.3
SPY SPDR S&P 500 ETF Trust 14.9 9 -2 5.0 -3.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 14.9 29 -22 6.1 -2.3
SPLG SPDR Portfolio S&P 500 ETF 14.9 2 5 5.1 -3.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 14.8 56 -49 6.1 -2.2
STRV Strive 500 ETF 14.7 5 2 5.0 -3.4
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 14.7 20 -13 4.8 -3.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 14.7 2 5 5.1 -3.3
SPMV Invesco S&P 500 Minimum Variance ETF 14.7 10 -3 5.5 -2.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 14.6 14 -7 5.0 -3.3
VONE Vanguard Russell 1000 ETF 14.6 8 -1 5.1 -3.3
FUNL CornerCap Fundametrics Large-Cap ETF 14.6 50 -43 7.0 -1.4
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 14.5 50 -43 7.7 -0.6
IYZ iShares U.S. Telecommunications ETF 14.5 40 -33 7.8 -0.6
LRGF iShares U.S. Equity Factor ETF 14.5 8 -1 5.7 -2.6
JHDV John Hancock U.S. High Dividend ETF 14.5 34 -27 6.3 -2.1
PBUS Invesco MSCI USA ETF 14.5 4 3 5.0 -3.3
ADME Aptus Drawdown Managed Equity ETF 14.4 79 -72 4.1 -4.2
DSI iShares MSCI KLD 400 Social ETF 14.4 25 -18 5.0 -3.3
DFLV Dimensional US Large Cap Value ETF 14.3 22 -15 7.8 -0.5
ILCB iShares Morningstar U.S. Equity ETF 14.3 3 4 5.0 -3.3
ESGG FlexShares STOXX Global ESG Select Index Fund 14.3 42 -35 5.0 -3.3
MBCC Monarch Blue Chips Core ETF 14.3 125 -118 3.4 -4.9
RVRB Reverb ETF 14.2 30 -23 4.8 -3.6
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 14.2 61 -54 2.7 -5.7
SCHX Schwab U.S. Large-Cap ETF 14.1 3 4 5.1 -3.3
SUSA iShares MSCI USA ESG Select ETF 14.1 25 -18 5.1 -3.3
DFSU Dimensional US Sustainability Core 1 ETF 14.1 18 -11 5.5 -2.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 14.0 11 -4 5.0 -3.3
VSDA VictoryShares Dividend Accelerator ETF 14.0 35 -28 6.8 -1.6
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 14.0 25 -18 5.5 -2.9
VTHR Vanguard Russell 3000 ETF 14.0 10 -3 4.9 -3.4
FSST Fidelity Sustainable U.S. Equity ETF 14.0 59 -52 2.8 -5.6
SPLV Invesco S&P 500 Low Volatility ETF 14.0 25 -18 5.4 -3.0
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 14.0 15 -8 7.2 -1.2
APUE ActivePassive U.S. Equity ETF 13.9 45 -38 4.8 -3.6
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 13.9 3 4 5.2 -3.2
ALTL Pacer Lunt Large Cap Alternator ETF 13.9 60 -53 5.0 -3.3
SPXN ProShares S&P 500 Ex-Financials ETF 13.9 9 -2 5.0 -3.3
VTI Vanguard Total Stock Market ETF 13.9 3 4 4.9 -3.4
VLUE iShares MSCI USA Value Factor ETF 13.9 15 -8 10.5 +2.2
SCHK Schwab 1000 Index ETF 13.8 5 2 5.1 -3.3
IWB iShares Russell 1000 ETF 13.8 15 -8 4.9 -3.4
DFUS Dimensional U.S. Equity ETF 13.8 9 -2 5.0 -3.4
IYY iShares Dow Jones U.S. ETF 13.8 20 -13 4.9 -3.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 13.8 15 -8 4.8 -3.6
QUAL iShares MSCI USA Quality Factor ETF 13.7 15 -8 5.1 -3.3
KRUZ Unusual Whales Subversive Republican Trading ETF 13.6 75 -68 5.5 -2.8
SPXV ProShares S&P 500 Ex-Health Care ETF 13.6 9 -2 4.8 -3.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 13.5 10 -3 5.2 -3.1
CATH Global X S&P 500 Catholic Values Custom ETF 13.5 29 -22 4.9 -3.4
AVLV Avantis U.S. Large Cap Value ETF 13.5 15 -8 7.4 -1.0
XVV iShares ESG Screened S&P 500 ETF 13.5 8 -1 4.9 -3.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 13.4 9 -2 4.7 -3.6
DFAU Dimensional US Core Equity Market ETF 13.4 12 -5 5.2 -3.2
SCHB Schwab U.S. Broad Market ETF 13.4 3 4 5.0 -3.4
ESGV Vanguard ESG U.S. Stock ETF 13.3 9 -2 4.9 -3.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 13.3 3 4 4.9 -3.4
IWV iShares Russell 3000 ETF 13.3 20 -13 4.8 -3.5
GDVD R3 Global Dividend Growth ETF 13.3 88 -81 5.5 -2.9
JAVA JPMorgan Active Value ETF 13.2 44 -37 6.1 -2.2
QWLD SPDR MSCI World StrategicFactors ETF 13.2 30 -23 5.8 -2.6
JVAL JPMorgan U.S. Value Factor ETF 13.2 12 -5 8.2 -0.2
NZUS SPDR MSCI USA Climate Paris Aligned ETF 13.2 10 -3 4.5 -3.9
SFY SoFi Select 500 ETF 13.1 0 7 4.5 -3.8
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 13.1 49 -42 10.8 +2.4
CHGX AXS Change Finance ESG ETF 13.0 49 -42 4.9 -3.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 12.9 60 -53 4.0 -4.4
PJP Invesco Pharmaceuticals ETF 12.9 57 -50 7.7 -0.7
MEDX Horizon Kinetics Medical ETF 12.9 85 -78 -0.4 -8.7
XLV Health Care Select Sector SPDR Fund 12.9 9 -2 6.9 -1.5
LCF Touchstone US Large Cap Focused ETF 12.8 69 -62 4.2 -4.1
GDIV Harbor Dividend Growth Leaders ETF 12.8 50 -43 5.6 -2.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 12.8 75 -68 4.1 -4.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 12.8 10 -3 4.4 -3.9
GDEF Goldman Sachs Defensive Equity ETF 12.8 55 -48 4.8 -3.6
HDUS Hartford Disciplined US Equity ETF 12.8 19 -12 6.0 -2.4
IYH iShares U.S. Healthcare ETF 12.8 40 -33 6.0 -2.4
IPDP Dividend Performers ETF 12.8 122 -115 5.3 -3.1
JEPI JPMorgan Equity Premium Income ETF 12.7 35 -28 5.3 -3.0
DFUV Dimensional US Marketwide Value ETF 12.5 22 -15 7.7 -0.7
VHT Vanguard Health Care ETF 12.5 10 -3 5.4 -3.0
FQAL Fidelity Quality Factor ETF 12.5 15 -8 5.7 -2.6
ABEQ Absolute Select Value ETF 12.4 85 -78 4.6 -3.7
DSTL Distillate US Fundamental Stability & Value ETF 12.4 39 -32 7.7 -0.7
JHML John Hancock Multifactor Large Cap ETF 12.4 29 -22 5.4 -2.9
FHLC Fidelity MSCI Health Care Index ETF 12.3 8 -1 5.6 -2.8
TTAC FCF US Quality ETF 12.3 59 -52 6.2 -2.2
HLAL Wahed FTSE USA Shariah ETF 12.3 50 -43 4.6 -3.8
TMFC Motley Fool 100 Index ETF 12.1 50 -43 3.6 -4.8
DFAC Dimensional U.S. Core Equity 2 ETF 12.1 17 -10 5.5 -2.9
QLC FlexShares US Quality Large Cap Index Fund 12.1 25 -18 5.4 -3.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 12.1 35 -28 6.1 -2.3
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 12.1 12 -5 5.6 -2.7
DIVS SmartETFs Dividend Builder ETF 12.0 65 -58 5.0 -3.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 12.0 25 -18 5.7 -2.7
SDOG ALPS Sector Dividend Dogs ETF 12.0 36 -29 9.5 +1.2
IXJ iShares Global Healthcare ETF 12.0 42 -35 5.9 -2.5
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 11.9 75 -68 7.3 -1.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 11.9 9 -2 5.5 -2.9
VEGN US Vegan Climate ETF 11.7 60 -53 4.6 -3.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 11.7 25 -18 5.5 -2.9
FTXH First Trust Nasdaq Pharmaceuticals ETF 11.7 60 -53 8.3 -0.0
TOK iShares MSCI Kokusai ETF 11.6 26 -19 5.1 -3.3
ACWV iShares MSCI Global Min Vol Factor ETF 11.6 20 -13 6.2 -2.1
KOKU Xtrackers MSCI Kokusai Equity ETF 11.5 9 -2 5.3 -3.1
LEGR First Trust Indxx Innovative Transaction & Process ETF 11.5 65 -58 8.0 -0.3
SPVU Invesco S&P 500 Enhanced Value ETF 11.5 13 -6 9.5 +1.2
FDMO Fidelity Momentum Factor ETF 11.5 15 -8 4.0 -4.3
EQUL IQ Engender Equality ETF 11.4 45 -38 6.8 -1.6
NTZG Nuveen Global Net Zero Transition ETF 11.2 56 -49 4.6 -3.8
TMDV ProShares Russell US Dividend Growers ETF 11.2 35 -28 6.7 -1.7
TIME Clockwise Core Equity & Innovation ETF 11.2 95 -88 1.3 -7.1
BMVP Invesco Bloomberg MVP Multi-factor ETF 11.1 29 -22 8.3 -0.1
URTH iShares MSCI World ETF 11.0 24 -17 5.2 -3.2
MMTM SPDR S&P 1500 Momentum Tilt ETF 11.0 12 -5 4.6 -3.8
AVUS Avantis U.S. Equity ETF 11.0 15 -8 5.8 -2.6
PINK Simplify Health Care ETF 11.0 50 -43 1.2 -7.1
WRND IQ Global Equity R&D Leaders ETF 11.0 18 -11 6.7 -1.7
VALQ American Century U.S. Quality Value ETF 11.0 29 -22 7.5 -0.9
QDIV Global X S&P 500 Quality Dividend ETF 11.0 20 -13 8.0 -0.4
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 11.0 68 -61 4.1 -4.2
FLRG Fidelity U.S. Multifactor ETF 10.9 15 -8 7.5 -0.9
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 10.9 8 -1 6.1 -2.3
XLP Consumer Staples Select Sector SPDR Fund 10.9 9 -2 5.9 -2.4
VDC Vanguard Consumer Staples ETF 10.9 10 -3 6.1 -2.3
IYC iShares U.S. Consumer Discretionary ETF 10.9 40 -33 3.7 -4.7
SNPG Xtrackers S&P 500 Growth ESG ETF 10.8 15 -8 4.5 -3.9
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 10.7 30 -23 8.7 +0.3
CGDV Capital Group Dividend Value ETF 10.7 33 -26 5.8 -2.6
ROE Astoria US Quality Kings ETF 10.7 49 -42 7.7 -0.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 10.7 9 -2 5.5 -2.9
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 10.6 60 -53 4.3 -4.0
RFDA RiverFront Dynamic US Dividend Advantage ETF 10.6 52 -45 5.5 -2.8
ACVF American Conservative Values ETF 10.6 75 -68 4.3 -4.1
NULC Nuveen ESG Large-Cap ETF 10.6 21 -14 5.5 -2.9
TDIV First Trust NASDAQ Technology Dividend Index Fund 10.5 50 -43 5.1 -3.3
RDVY First Trust Rising Dividend Achievers ETF 10.5 50 -43 9.5 +1.2
KXI iShares Global Consumer Staples ETF 10.5 41 -34 5.6 -2.8
SDY SPDR S&P Dividend ETF 10.4 35 -28 6.2 -2.1
FLV American Century Focused Large Cap Value ETF 10.4 42 -35 6.7 -1.6
ACSI American Customer Satisfaction ETF 10.2 65 -58 4.3 -4.0
CGUS Capital Group Core Equity ETF 10.2 33 -26 4.5 -3.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 10.2 20 -13 5.1 -3.3
AFLG First Trust Active Factor Large Cap ETF 10.2 55 -48 6.1 -2.3
DHS WisdomTree U.S. High Dividend Fund 10.1 38 -31 8.4 +0.1
ACWI iShares MSCI ACWI ETF 10.1 32 -25 5.3 -3.1
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 10.1 15 -8 7.0 -1.3
JMOM JPMorgan U.S. Momentum Factor ETF 10.0 12 -5 4.7 -3.7
VFQY Vanguard U.S. Quality Factor ETF 10.0 13 -6 7.4 -1.0
KRMA Global X Conscious Companies ETF 9.8 43 -36 5.6 -2.7
BKWO BNY Mellon Women's Opportunities ETF 9.8 50 -43 3.8 -4.5
FFLC Fidelity Fundamental Large Cap Core ETF 9.8 38 -31 4.9 -3.5
SPDV AAM S&P 500 High Dividend Value ETF 9.7 29 -22 10.3 +2.0
IEDI iShares U.S. Consumer Focused ETF 9.7 18 -11 5.0 -3.4
HLGE Hartford Longevity Economy ETF 9.7 44 -37 5.9 -2.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 9.7 12 -5 4.7 -3.7
JGLO JPMorgan Global Select Equity ETF 9.7 33 -26 4.3 -4.1
CRTC Xtrackers US National Critical Technologies ETF 9.7 35 -28 5.2 -3.2
XLF Financial Select Sector SPDR Fund 9.6 9 -2 5.9 -2.4
TMFE Motley Fool Capital Efficiency 100 Index ETF 9.6 50 -43 4.3 -4.1
ITAN Sparkline Intangible Value ETF 9.5 50 -43 6.4 -1.9
DEW WisdomTree Global High Dividend Fund 9.5 58 -51 8.8 +0.4
VT Vanguard Total World Stock ETF 9.5 7 0 5.6 -2.8
KNCT Invesco Next Gen Connectivity ETF 9.4 40 -33 5.2 -3.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 9.4 20 -13 6.0 -2.3
STXG Strive 1000 Growth ETF 9.4 18 -11 4.1 -4.3
GLOF iShares Global Equity Factor ETF 9.4 20 -13 6.9 -1.4
FVD First Trust Value Line Dividend Index Fund 9.4 65 -58 6.3 -2.0
WBIY WBI Power Factor High Dividend ETF 9.3 100 -93 10.7 +2.3
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 9.3 40 -33 7.6 -0.8
MBOX Freedom Day Dividend ETF 9.2 39 -32 7.7 -0.6
IYG iShares US Financial Services ETF 9.2 40 -33 5.7 -2.6
VFH Vanguard Financials ETF 9.2 10 -3 6.4 -2.0
FNCL Fidelity MSCI Financials Index ETF 9.2 8 -1 6.4 -2.0
WFH Direxion Work From Home ETF 9.2 45 -38 6.4 -1.9
KOCG FIS Knights of Columbus Global Belief ETF 9.2 75 -68 5.2 -3.2
VONG Vanguard Russell 1000 Growth ETF 9.2 8 -1 4.7 -3.7
FMIL Fidelity New Millennium ETF 9.1 59 -52 4.5 -3.8
AIQ Global X Artificial Intelligence & Technology ETF 9.0 68 -61 3.7 -4.7
LEAD Siren DIVCON Leaders Dividend ETF 9.0 43 -36 5.1 -3.2
XTL SPDR S&P Telecom ETF 9.0 35 -28 6.2 -2.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 8.9 45 -38 4.4 -4.0
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 8.8 35 -28 8.4 0.0
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 8.8 38 -31 8.3 -0.0
NANC Unusual Whales Subversive Democratic Trading ETF 8.8 75 -68 3.7 -4.7
HART IQ Healthy Hearts ETF 8.7 45 -38 5.2 -3.2
IYJ iShares U.S. Industrials ETF 8.7 40 -33 5.0 -3.4
TECB iShares U.S. Tech Breakthrough Multisector ETF 8.7 40 -33 4.0 -4.3
MTUM iShares MSCI USA Momentum Factor ETF 8.6 15 -8 3.7 -4.7
XNTK SPDR NYSE Technology ETF 8.6 35 -28 3.7 -4.7
NBCC Neuberger Berman Next Generation Connected Consumer ETF 8.6 56 -49 1.2 -7.1
IWY iShares Russell Top 200 Growth ETF 8.6 20 -13 4.7 -3.7
GINN Goldman Sachs Innovate Equity ETF 8.6 52 -45 2.6 -5.7
IYK iShares U.S. Consumer Staples ETF 8.5 40 -33 6.7 -1.7
KBWB Invesco KBW Bank ETF 8.4 35 -28 8.8 +0.5
TINT ProShares Smart Materials ETF 8.4 58 -51 5.4 -3.0
BUZZ VanEck Social Sentiment ETF 8.4 75 -68 0.1 -8.2
DIVY Sound Equity Dividend Income ETF 8.3 45 -38 10.9 +2.6
FCPI Fidelity Stocks for Inflation ETF 8.3 15 -8 8.3 -0.0
SPMO Invesco S&P 500 Momentum ETF 8.2 13 -6 3.6 -4.7
IWF iShares Russell 1000 Growth ETF 8.2 19 -12 4.5 -3.8
SSPY Syntax Stratified LargeCap ETF 8.1 30 -23 6.5 -1.8
TDV ProShares S&P Technology Dividend Aristocrats ETF 8.1 45 -38 5.3 -3.1
SKYY First Trust Cloud Computing ETF 8.1 60 -53 3.5 -4.9
PEY Invesco High Yield Equity Dividend Achievers ETF 8.1 52 -45 9.8 +1.5
VOOG Vanguard S&P 500 Growth ETF 7.9 10 -3 4.4 -4.0
RUFF Alpha Dog ETF 7.9 94 -87 4.4 -4.0
IXG iShares Global Financials ETF 7.8 42 -35 6.6 -1.7
GCOW Pacer Global Cash Cows Dividend ETF 7.8 60 -53 12.2 +3.8
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 7.8 15 -8 9.7 +1.4
XPND First Trust Expanded Technology ETF 7.8 65 -58 3.9 -4.5
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 7.8 69 -62 8.6 +0.3
FTGS First Trust Growth Strength ETF 7.7 60 -53 5.6 -2.8
LRGE ClearBridge Large Cap Growth ESG ETF 7.7 59 -52 3.5 -4.9
CAML Congress Large Cap Growth ETF 7.7 66 -59 3.1 -5.2
MOTE VanEck Morningstar ESG Moat ETF 7.7 49 -42 5.3 -3.0
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 7.7 40 -33 7.5 -0.8
FELG Fidelity Enhanced Large Cap Growth ETF 7.6 18 -11 4.6 -3.8
IVW iShares S&P 500 Growth ETF 7.6 18 -11 4.3 -4.1
SPYG SPDR Portfolio S&P 500 Growth ETF 7.6 4 3 4.4 -3.9
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 7.6 65 -58 3.6 -4.8
WLDR Affinity World Leaders Equity ETF 7.6 67 -60 8.2 -0.2
XLK Technology Select Sector SPDR Fund 7.6 9 -2 4.6 -3.7
BTHM BlackRock Future U.S. Themes ETF 7.5 60 -53 4.0 -4.3
PPH VanEck Pharmaceutical ETF 7.5 36 -29 8.3 -0.0
IHE iShares U.S. Pharmaceuticals ETF 7.5 40 -33 8.2 -0.2
XPH SPDR S&P Pharmaceuticals ETF 7.5 35 -28 5.3 -3.0
IYF iShares U.S. Financials ETF 7.5 40 -33 6.1 -2.3
FDIS Fidelity MSCI Consumer Discretionary Index ETF 7.4 8 -1 4.8 -3.6
RXI iShares Global Consumer Discretionary ETF 7.4 41 -34 5.5 -2.9
XLY Consumer Discretionary Select Sector SPDR Fund 7.4 9 -2 5.0 -3.4
VCR Vanguard Consumer Discretionary ETF 7.4 10 -3 4.7 -3.7
IUSG iShares Core S&P U.S. Growth ETF 7.2 4 3 4.5 -3.9
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 7.2 60 -53 7.3 -1.0
KONG Formidable Fortress ETF 7.2 89 -82 5.8 -2.6
CGGR Capital Group Growth ETF 7.2 39 -32 3.4 -5.0
FIVG Defiance Next Gen Connectivity ETF 7.2 30 -23 6.0 -2.4
RSPT Invesco S&P 500 Equal Weight Technology ETF 7.1 40 -33 5.3 -3.1
USMF WisdomTree U.S. Multifactor Fund 7.1 28 -21 7.6 -0.8
FBCG Fidelity Blue Chip Growth ETF 7.0 59 -52 2.6 -5.8
XLI Industrial Select Sector SPDR Fund 7.0 9 -2 4.4 -4.0
SFYF SoFi Social 50 ETF 7.0 29 -22 -3.2 -11.5
PY Principal Value ETF 7.0 15 -8 7.4 -1.0
CANC Tema Oncology ETF 6.9 75 -68 -4.2 -12.6
IETC iShares U.S. Tech Independence Focused ETF 6.9 18 -11 4.4 -3.9
IGM iShares Expanded Tech Sector ETF 6.8 41 -34 4.2 -4.1
RAYD Rayliant Quantitative Developed Market Equity ETF 6.7 80 -73 4.3 -4.1
AIEQ AI Powered Equity ETF 6.7 75 -68 3.1 -5.3
RSPF Invesco S&P 500 Equal Weight Financials ETF 6.7 40 -33 7.0 -1.4
DFNV Donoghue Forlines Innovation ETF 6.7 69 -62 4.6 -3.7
SMRI Bushido Capital US Equity ETF 6.6 71 -64 9.6 +1.2
CFA VictoryShares US 500 Volatility Wtd ETF 6.6 35 -28 5.9 -2.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 6.6 40 -33 5.9 -2.5
DEMZ Democratic Large Cap Core ETF 6.6 45 -38 4.1 -4.3
GURU Global X Guru Index ETF 6.5 75 -68 1.7 -6.6
RSPH Invesco S&P 500 Equal Weight Health Care ETF 6.5 40 -33 7.6 -0.8
MILN Global X Millennial Consumer ETF 6.5 50 -43 2.9 -5.4
VGT Vanguard Information Technology ETF 6.5 10 -3 4.3 -4.0
FDWM Fidelity Women's Leadership ETF 6.4 59 -52 4.9 -3.5
FENY Fidelity MSCI Energy Index ETF 6.4 8 -1 7.2 -1.2
FTXN First Trust Nasdaq Oil & Gas ETF 6.4 60 -53 8.0 -0.4
FILL iShares MSCI Global Energy Producers ETF 6.4 39 -32 9.9 +1.6
IGE iShares North American Natural Resources ETF 6.4 41 -34 6.8 -1.5
IXC iShares Global Energy ETF 6.4 44 -37 9.1 +0.8
IYE iShares U.S. Energy ETF 6.4 40 -33 6.9 -1.5
NANR SPDR S&P North American Natural Resources ETF 6.4 35 -28 7.1 -1.2
XLE Energy Select Sector SPDR Fund 6.4 9 -2 7.6 -0.7
DRLL Strive U.S. Energy ETF 6.4 41 -34 8.1 -0.3
VDE Vanguard Energy ETF 6.4 10 -3 7.1 -1.3
QQQ Invesco QQQ Trust Series I 6.3 20 -13 4.3 -4.0
QQQM Invesco NASDAQ 100 ETF 6.3 15 -8 4.4 -4.0
MVPS Amplify Thematic All-Stars ETF 6.2 49 -42 2.8 -5.6
PFI Invesco Dorsey Wright Financial Momentum ETF 6.2 60 -53 5.8 -2.6
DVY iShares Select Dividend ETF 6.2 38 -31 8.8 +0.5
MGK Vanguard Mega Cap Growth ETF 6.2 7 0 4.0 -4.3
USXF iShares ESG Advanced MSCI USA ETF 6.2 10 -3 5.1 -3.2
AGNG Global X Aging Population ETF 6.2 50 -43 3.9 -4.5
CACG ClearBridge All Cap Growth ESG ETF 6.1 54 -47 3.6 -4.8
VIS Vanguard Industrials ETF 6.1 10 -3 4.5 -3.9
SAMT Strategas Macro Thematic Opportunities ETF 6.1 65 -58 4.5 -3.8
HAPY Harbor Human Capital Factor Unconstrained ETF 6.1 50 -43 4.8 -3.6
FIDU Fidelity MSCI Industrial Index ETF 6.1 8 -1 4.8 -3.6
FDIV MarketDesk Focused U.S. Dividend ETF 6.0 35 -28 4.7 -3.6
FTEC Fidelity MSCI Information Technology Index ETF 6.0 8 -1 4.4 -4.0
ANEW ProShares MSCI Transformational Changes ETF 6.0 45 -38 3.5 -4.9
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 6.0 58 -51 4.7 -3.7
CGGO Capital Group Global Growth Equity ETF 6.0 47 -40 4.4 -3.9
IXN iShares Global Tech ETF 5.9 41 -34 3.9 -4.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 5.9 38 -31 6.8 -1.5
ULVM VictoryShares US Value Momentum ETF 5.9 20 -13 7.4 -0.9
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 5.8 60 -53 8.5 +0.1
DRIV Global X Autonomous & Electric Vehicles ETF 5.8 68 -61 5.2 -3.2
QQMG Invesco ESG NASDAQ 100 ETF 5.8 20 -13 4.5 -3.9
GVIP Goldman Sachs Hedge Industry VIP ETF 5.8 45 -38 5.0 -3.3
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 5.8 35 -28 4.9 -3.5
VNSE Natixis Vaughan Nelson Select ETF 5.8 80 -73 3.2 -5.2
MOAT VanEck Morningstar Wide Moat ETF 5.8 46 -39 6.2 -2.2
DIV Global X SuperDividend US ETF 5.7 45 -38 8.1 -0.2
TRFK Pacer Data and Digital Revolution ETF 5.7 60 -53 4.1 -4.2
SNSR Global X Internet of Things ETF 5.7 68 -61 3.9 -4.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 5.7 9 -2 6.0 -2.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 5.7 75 -68 7.4 -1.0
RSP Invesco S&P 500 Equal Weight ETF 5.6 20 -13 6.2 -2.2
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 5.6 40 -33 8.0 -0.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 5.6 65 -58 5.1 -3.2
ILCG iShares Morningstar Growth ETF 5.6 4 3 3.8 -4.5
XLC Communication Services Select Sector SPDR Fund 5.5 9 -2 6.5 -1.9
SCHG Schwab U.S. Large-Cap Growth ETF 5.5 4 3 4.2 -4.2
FCOM Fidelity MSCI Communication Services Index ETF 5.5 8 -1 4.9 -3.4
IXP iShares Global Comm Services ETF 5.5 42 -35 5.0 -3.3
IYW iShares U.S. Technology ETF 5.5 40 -33 4.2 -4.1
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 5.5 60 -53 6.9 -1.4
RTH VanEck Retail ETF 5.4 35 -28 6.2 -2.2
VOX Vanguard Communication Services ETF 5.4 10 -3 4.8 -3.6
VUG Vanguard Growth ETF 5.4 4 3 4.0 -4.4
BBH VanEck Biotech ETF 5.4 35 -28 4.3 -4.0
IBBQ Invesco Nasdaq Biotechnology ETF 5.4 19 -12 0.8 -7.6
IBB iShares Biotechnology ETF 5.4 45 -38 0.5 -7.9
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 5.4 40 -33 4.1 -4.3
QTUM Defiance Quantum ETF 5.4 40 -33 4.0 -4.3
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.3 60 -53 3.6 -4.7
PWB Invesco Large Cap Growth ETF 5.2 56 -49 3.2 -5.1
DFNL Davis Select Financial ETF 5.2 63 -56 7.3 -1.0
SPYD SPDR Portfolio S&P 500 High Dividend ETF 5.2 7 0 9.0 +0.6
NXTG First Trust Indxx NextG ETF 5.2 70 -63 5.6 -2.8
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 5.1 60 -53 5.5 -2.9
SPVM Invesco S&P 500 Value with Momentum ETF 5.1 39 -32 8.5 +0.2
SXQG ETC 6 Meridian Quality Growth ETF 5.1 100 -93 3.9 -4.5
VFMF Vanguard U.S. Multifactor ETF 5.1 18 -11 8.7 +0.3
PBE Invesco Biotechnology & Genome ETF 5.1 58 -51 -0.5 -8.8
PEXL Pacer US Export Leaders ETF 5.1 60 -53 5.1 -3.2
EXI iShares Global Industrials ETF 5.0 42 -35 4.8 -3.6
FTXG First Trust Nasdaq Food & Beverage ETF 5.0 60 -53 6.8 -1.6
PBJ Invesco Food & Beverage ETF 5.0 57 -50 5.4 -3.0
WDNA WisdomTree BioRevolution Fund 5.0 45 -38 -3.8 -12.1
HAP VanEck Natural Resources ETF 4.9 50 -43 9.8 +1.5
FDND FT Vest Dow Jones Internet & Target Income ETF 4.9 75 -68 2.1 -6.3
FDN First Trust Dow Jones Internet Index Fund 4.9 52 -45 2.2 -6.2
METV Roundhill Ball Metaverse ETF 4.9 59 -52 3.1 -5.2
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 4.9 40 -33 5.2 -3.1
EUSA iShares MSCI USA Equal Weighted ETF 4.7 9 -2 6.0 -2.4
BMED Future Health ETF 4.7 85 -78 -0.3 -8.6
DUSA Davis Select U.S. Equity ETF 4.7 61 -54 7.1 -1.3
BLOK Amplify Transformational Data Sharing ETF 4.7 75 -68 0.9 -7.4
TRFM AAM Transformers ETF 4.7 49 -42 1.4 -7.0
SPGP Invesco S&P 500 GARP ETF 4.7 34 -27 8.1 -0.3
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.6 39 -32 8.9 +0.5
FMED Fidelity Disruptive Medicine ETF 4.6 50 -43 -0.1 -8.5
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 4.6 106 -99 3.6 -4.7
RUNN Running Oak Efficient Growth ETF 4.6 58 -51 5.0 -3.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.6 18 -11 7.5 -0.9
WISE Themes Generative Artificial Intelligence ETF 4.6 35 -28 2.1 -6.2
YALL God Bless America ETF 4.6 65 -58 3.8 -4.6
CIBR First Trust NASDAQ Cybersecurity ETF 4.5 60 -53 4.0 -4.3
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 4.5 41 -34 11.4 +3.0
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 4.5 60 -53 3.6 -4.7
DIP BTD Capital Fund 4.5 129 -122 6.2 -2.1
MAGA Point Bridge America First ETF 4.5 72 -65 6.4 -1.9
GDOC Goldman Sachs Future Health Care Equity ETF 4.5 75 -68 3.3 -5.1
RSPG Invesco S&P 500 Equal Weight Energy ETF 4.5 40 -33 8.0 -0.3
JOET Virtus Terranova US Quality Momentum ETF 4.4 29 -22 5.0 -3.3
HOMZ Hoya Capital Housing ETF 4.4 30 -23 7.5 -0.8
SIZE iShares MSCI USA Size Factor ETF 4.4 15 -8 5.9 -2.4
FEX First Trust Large Cap Core AlphaDEX Fund 4.3 59 -52 5.9 -2.4
ONEQ Fidelity Nasdaq Composite Index ETF 4.3 21 -14 3.7 -4.7
EGUS iShares ESG Aware MSCI USA Growth ETF 4.3 18 -11 4.2 -4.1
FXH First Trust Health Care AlphaDEX Fund 4.3 62 -55 6.8 -1.5
GK AdvisorShares Gerber Kawasaki ETF 4.2 75 -68 3.2 -5.1
SIXL ETC 6 Meridian Low Beta Equity ETF 4.2 80 -73 4.8 -3.6
POWA Invesco Bloomberg Pricing Power ETF 4.2 40 -33 5.6 -2.8
WTV WisdomTree US Value Fund of Benef Interest 4.2 12 -5 9.4 +1.0
FTA First Trust Large Cap Value AlphaDEX Fund 4.1 59 -52 8.5 +0.2
SQEW LeaderShares Equity Skew ETF 4.1 81 -74 3.8 -4.6
BOUT Innovator IBD Breakout Opportunities ETF 4.1 81 -74 2.8 -5.5
PSET Principal Quality ETF 4.1 15 -8 5.2 -3.2
CHAT Roundhill Generative AI & Technology ETF 4.1 75 -68 3.5 -4.8
PTL Inspire 500 ETF 4.1 9 -2 5.6 -2.7
FTWO Strive FAANG 2.0 ETF 4.1 49 -42 5.0 -3.3
OCEN IQ Clean Oceans ETF 4.0 45 -38 5.4 -3.0
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 4.0 79 -72 5.7 -2.7
BWEB Bitwise Web3 ETF 3.9 85 -78 0.9 -7.5
PKW Invesco Buyback Achievers ETF 3.9 62 -55 7.2 -1.1
RSPN Invesco S&P 500 Equal Weight Industrials ETF 3.9 40 -33 3.7 -4.7
FTC First Trust Large Cap Growth AlphaDEX Fund 3.9 59 -52 2.7 -5.6
PNQI Invesco NASDAQ Internet ETF 3.9 60 -53 2.4 -6.0
VFVA Vanguard U.S. Value Factor ETF 3.9 13 -6 10.7 +2.3
CBSE Clough Select Equity ETF 3.8 85 -78 -1.4 -9.8
XLB Materials Select Sector SPDR Fund 3.8 9 -2 5.8 -2.5
FXN First Trust Energy AlphaDEX Fund 3.7 62 -55 1.1 -7.3
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 3.7 47 -40 1.8 -6.5
IBLC iShares Blockchain and Tech ETF 3.7 47 -40 -0.9 -9.3
FBT First Trust NYSE Arca Biotechnology Index Fund 3.7 56 -49 2.1 -6.3
GBUY Goldman Sachs Future Consumer Equity ETF 3.6 75 -68 3.4 -5.0
NDIV Amplify Natural Resources Dividend Income ETF 3.6 59 -52 9.4 +1.0
PAWZ ProShares Pet Care ETF 3.6 50 -43 3.5 -4.9
IDNA iShares Genomics Immunology and Healthcare ETF 3.6 47 -40 -4.2 -12.5
JSTC Adasina Social Justice All Cap Global ETF 3.5 89 -82 4.9 -3.5
FTXO First Trust Nasdaq Bank ETF 3.5 60 -53 9.7 +1.4
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 3.5 60 -53 4.5 -3.9
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 3.5 58 -51 4.4 -3.9
CVAR Cultivar ETF 3.5 87 -80 7.3 -1.0
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 3.5 46 -39 9.1 +0.7
RSPM Invesco S&P 500 Equal Weight Materials ETF 3.4 40 -33 8.0 -0.4
FMET Fidelity Metaverse ETF 3.4 39 -32 4.7 -3.6
ARVR First Trust Indxx Metaverse ETF 3.4 70 -63 1.5 -6.8
CARZ First Trust NASDAQ Global Auto Index Fund 3.4 70 -63 2.6 -5.8
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 3.4 57 -50 3.7 -4.6
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 3.4 49 -42 4.9 -3.5
ETHO Etho Climate Leadership U.S. ETF 3.3 47 -40 3.6 -4.8
SATO Invesco Alerian Galaxy Crypto Economy ETF 3.3 61 -54 -1.1 -9.4
PPA Invesco Aerospace & Defense ETF 3.3 58 -51 3.2 -5.2
ROKT SPDR S&P Kensho Final Frontiers ETF 3.3 45 -38 2.8 -5.5
SRHQ SRH U.S. Quality ETF 3.3 35 -28 7.9 -0.4
QGRW WisdomTree U.S. Quality Growth Fund 3.2 28 -21 4.5 -3.8
FOVL iShares Focused Value Factor ETF 3.2 25 -18 9.9 +1.6
AOTG AOT Growth and Innovation ETF 3.2 75 -68 3.2 -5.2
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.2 55 -48 3.9 -4.4
VFLO VictoryShares Free Cash Flow ETF 3.1 39 -32 8.8 +0.4
EQRR ProShares Equities for Rising Rates ETF 3.1 35 -28 8.2 -0.1
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 3.1 61 -54 6.7 -1.7
RBLD First Trust Alerian US NextGen Infrastructure ETF 3.1 65 -58 5.1 -3.3
SYLD Cambria Shareholder Yield ETF 3.1 59 -52 11.4 +3.1
PKB Invesco Building & Construction ETF 3.1 62 -55 6.0 -2.3
ITB iShares U.S. Home Construction ETF 3.1 40 -33 11.0 +2.7
XHB SPDR S&P Homebuilders ETF 3.1 35 -28 10.5 +2.2
EQAL Invesco Russell 1000 Equal Weight ETF 3.0 20 -13 5.8 -2.5
XT iShares Exponential Technologies ETF 3.0 46 -39 4.5 -3.9
FXL First Trust Technology AlphaDEX Fund 3.0 61 -54 4.9 -3.5
VFMO Vanguard U.S. Momentum Factor ETF 3.0 13 -6 2.3 -6.1
SURE AdvisorShares Insiders Advantage ETF 3.0 90 -83 10.0 +1.7
DEUS Xtrackers Russell US Multifactor ETF 3.0 17 -10 7.1 -1.2
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 2.9 47 -40 5.6 -2.7
RPV Invesco S&P 500 Pure Value ETF 2.9 35 -28 10.0 +1.7
TOLL Tema Monopolies and Oligopolies ETF 2.9 75 -68 2.7 -5.7
WTAI WisdomTree Artificial Intelligence and Innovation Fund 2.9 45 -38 2.9 -5.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.9 15 -8 4.7 -3.7
FDTX Fidelity Disruptive Technology ETF 2.9 50 -43 2.7 -5.7
FMAT Fidelity MSCI Materials Index ETF 2.9 8 -1 6.5 -1.9
XOP SPDR S&P Oil & Gas Exploration & Production ETF 2.8 35 -28 9.4 +1.0
XBI SPDR S&P BIOTECH ETF 2.8 35 -28 -3.5 -11.8
EATZ AdvisorShares Restaurant ETF 2.8 101 -94 6.6 -1.8
ROYA Tema Global Royalties ETF 2.8 75 -68 4.4 -3.9
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.8 60 -53 10.6 +2.3
IVRS iShares Future Metaverse Tech and Communications ETF 2.8 47 -40 -3.7 -12.0
VAW Vanguard Materials ETF 2.8 10 -3 6.5 -1.9
JRNY ALPS Global Travel Beneficiaries ETF 2.7 65 -58 -1.2 -9.6
BPAY BlackRock Future Financial and Technology ETF 2.7 70 -63 8.7 +0.4
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 2.7 75 -68 5.6 -2.7
DTEC ALPS Disruptive Technologies ETF 2.7 50 -43 3.1 -5.3
JGRO JPMorgan Active Growth ETF 2.7 44 -37 3.3 -5.0
RPG Invesco S&P 500 Pure Growth ETF 2.6 35 -28 3.3 -5.0
GVLU Gotham 1000 Value ETF 2.6 50 -43 7.7 -0.7
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 2.6 75 -68 4.8 -3.5
BFOR ALPS Barron's 400 ETF 2.6 65 -58 6.5 -1.9
GNR SPDR S&P Global Natural Resources ETF 2.5 40 -33 9.6 +1.3
FXG First Trust Consumer Staples AlphaDEX Fund 2.5 63 -56 6.7 -1.6
VERS ProShares Metaverse ETF 2.4 58 -51 -15.3 -23.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.4 65 -58 1.2 -7.2
KBWP Invesco KBW Property & Casualty Insurance ETF 2.4 35 -28 6.3 -2.0
IAK iShares U.S. Insurance ETF 2.4 40 -33 6.5 -1.9
FDG American Century Focused Dynamic Growth ETF 2.4 45 -38 2.5 -5.9
AHOY Newday Ocean Health ETF 2.4 75 -68 5.5 -2.9
SDG iShares MSCI Global Sustainable Development Goals ETF 2.3 49 -42 5.5 -2.9
FIXT Procure Disaster Recovery Strategy ETF 2.3 75 -68 6.0 -2.4
SPHB Invesco S&P 500 High Beta ETF 2.3 25 -18 3.8 -4.6
UFO Procure Space ETF 2.3 75 -68 -1.1 -9.4
BNGE First Trust S-Network Streaming and Gaming ETF 2.3 70 -63 -2.1 -10.4
MEDI Harbor Health Care ETF 2.3 80 -73 1.4 -6.9
IHF iShares U.S. Healthcare Providers ETF 2.3 40 -33 6.2 -2.1
CLNR IQ Cleaner Transport ETF 2.2 45 -38 5.9 -2.5
KOMP SPDR S&P Kensho New Economies Composite ETF 2.2 20 -13 1.1 -7.2
IBUY Amplify Online Retail ETF 2.2 65 -58 1.5 -6.9
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.2 75 -68 3.2 -5.2
DARP Grizzle Growth ETF 2.2 75 -68 3.4 -5.0
FTDS First Trust Dividend Strength ETF 2.2 70 -63 9.0 +0.6
CLOU Global X Cloud Computing ETF 2.2 68 -61 2.1 -6.3
BIBL Inspire 100 ETF 2.2 35 -28 5.0 -3.4
RSHO Tema American Reshoring ETF 2.2 75 -68 3.7 -4.7
XHS SPDR S&P Health Care Services ETF 2.2 35 -28 6.2 -2.1
XSW SPDR S&P Software & Services ETF 2.1 35 -28 2.3 -6.0
FAB First Trust Multi Cap Value AlphaDEX Fund 2.1 67 -60 9.5 +1.2
BBP Virtus LifeSci Biotech Products ETF 2.1 79 -72 -4.0 -12.4
PXI Invesco Dorsey Wright Energy Momentum ETF 2.0 60 -53 7.3 -1.1
COWZ Pacer US Cash Cows 100 ETF 2.0 49 -42 11.5 +3.2
NETZ TCW Transform Systems ETF 2.0 75 -68 3.6 -4.8
FLOW Global X U.S. Cash Flow Kings 100 ETF 2.0 25 -18 11.6 +3.2
KIE SPDR S&P Insurance ETF 2.0 35 -28 6.7 -1.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.0 64 -57 2.1 -6.2
PDP Invesco Dorsey Wright Momentum ETF 2.0 62 -55 3.4 -5.0
QGRO American Century U.S. Quality Growth ETF 2.0 29 -22 4.6 -3.7
BNE Blue Horizon BNE ETF 2.0 87 -80 4.9 -3.5
LNGG Roundhill Alerian LNG ETF 1.9 65 -58 8.2 -0.2
FXO First Trust Financials AlphaDEX Fund 1.9 62 -55 8.5 +0.1
LCLG Logan Capital Broad Innovative Growth ETF 1.9 99 -92 4.6 -3.8
FCLD Fidelity Cloud Computing ETF 1.8 39 -32 3.2 -5.1
INNO Harbor Disruptive Innovation ETF 1.8 75 -68 -1.5 -9.8
XDAT Franklin Exponential Data ETF 1.8 50 -43 2.9 -5.5
OGIG ALPS O'Shares Global Internet Giants ETF 1.8 48 -41 0.5 -7.8
IGV iShares Expanded Tech-Software Sector ETF 1.8 41 -34 3.2 -5.2
CLOD Themes Cloud Computing ETF 1.8 35 -28 3.5 -4.8
ONEO SPDR Russell 1000 Momentum Focus ETF 1.8 20 -13 7.2 -1.2
ARKG ARK Genomic Revolution ETF 1.8 75 -68 -6.8 -15.1
SIMS SPDR S&P Kensho Intelligent Structures ETF 1.7 45 -38 -6.9 -15.3
FITE SPDR S&P Kensho Future Security ETF 1.7 45 -38 2.5 -5.9
GERM ETFMG Treatments Testing and Advancements ETF 1.7 68 -61 -5.0 -13.3
KCE SPDR S&P Capital Markets ETF 1.7 35 -28 6.9 -1.5
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 1.7 60 -53 8.1 -0.3
IQM Franklin Intelligent Machines ETF 1.7 50 -43 3.1 -5.2
CNCR Range Cancer Therapeutics ETF 1.7 79 -72 0.0 -8.4
LUXX Roundhill S&P Global Luxury ETF 1.6 45 -38 2.8 -5.5
ARKX ARK Space Exploration & Innovation ETF 1.6 75 -68 2.1 -6.2
WDIV SPDR S&P Global Dividend ETF 1.5 40 -33 9.7 +1.4
MXI iShares Global Materials ETF 1.5 41 -34 6.6 -1.8
XRT SPDR S&P Retail ETF 1.4 35 -28 9.6 +1.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.4 30 -23 7.6 -0.8
DIHP Dimensional International High Profitability ETF 1.3 29 -22 7.1 -1.2
SMOT VanEck Morningstar SMID Moat ETF 1.3 49 -42 6.3 -2.1
FXZ First Trust Materials AlphaDEX Fund 1.3 61 -54 10.2 +1.9
DTCR Global X Data Center & Digital Infrastructure ETF 1.2 50 -43 2.5 -5.9
DFND Siren DIVCON Dividend Defender ETF 1.2 189 -182 6.6 -1.8
TINY ProShares Nanotechnology ETF 1.2 58 -51 1.2 -7.2
FTXL First Trust Nasdaq Semiconductor ETF 1.2 60 -53 5.3 -3.1
SMH VanEck Semiconductor ETF 1.2 35 -28 4.1 -4.3
IGPT Invesco AI and Next Gen Software ETF 1.2 60 -53 3.7 -4.6
SOXQ Invesco PHLX Semiconductor ETF 1.2 19 -12 4.2 -4.1
IDAT iShares Future Cloud 5G and Tech ETF 1.2 47 -40 4.0 -4.4
IWTR iShares MSCI Water Management Multisector ETF 1.2 47 -40 4.8 -3.6
SOXX iShares Semiconductor ETF 1.2 35 -28 4.7 -3.6
XSD SPDR S&P Semiconductor ETF 1.2 35 -28 4.2 -4.2
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 1.2 40 -33 4.0 -4.4
TXS Texas Capital Texas Equity Index ETF 1.2 49 -42 5.2 -3.1
GGRW Gabelli Growth Innovators ETF 1.2 90 -83 2.4 -6.0
NBDS Neuberger Berman Disrupters ETF 1.2 55 -48 1.4 -7.0
WUGI AXS Esoterica NextG Economy ETF 1.2 75 -68 2.5 -5.9
PTF Invesco Dorsey Wright Technology Momentum ETF 1.2 60 -53 0.6 -7.7
IWFH iShares Virtual Work and Life Multisector ETF 1.2 47 -40 -4.2 -12.5
FBOT Fidelity Disruptive Automation ETF 1.2 50 -43 3.4 -4.9
FDCF Fidelity Disruptive Communications ETF 1.2 50 -43 2.5 -5.9
HAIL SPDR S&P Kensho Smart Mobility ETF 1.2 45 -38 -2.7 -11.0
KBE SPDR S&P Bank ETF 1.2 35 -28 10.1 +1.8
ARKW ARK Next Generation Internet ETF 1.1 87 -80 -0.9 -9.2
COWS Amplify Cash Flow Dividend Leaders ETF 1.0 0 7 11.4 +3.1
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -99 11.5 +3.2
FDIG Fidelity Crypto Industry and Digital Payments ETF 1.0 39 -32 -0.7 -9.0
BITQ Bitwise Crypto Industry Innovators ETF 1.0 85 -78 -1.6 -9.9
BUYZ Franklin Disruptive Commerce ETF 1.0 50 -43 2.1 -6.3
NULG Nuveen ESG Large-Cap Growth ETF 1.0 26 -19 4.3 -4.0
FDFF Fidelity Disruptive Finance ETF 1.0 50 -43 4.7 -3.7
GGME Invesco Next Gen Media and Gaming ETF 1.0 60 -53 3.6 -4.8
MOTG VanEck Morningstar Global Wide Moat ETF 1.0 52 -45 5.7 -2.7
IMCV iShares Morningstar Mid-Cap Value ETF 1.0 6 1 8.2 -0.2
ARKQ ARK Autonomous Technology & Robotics ETF 1.0 75 -68 2.2 -6.2
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.0 56 -49 13.6 +5.2
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 0.9 85 -78 -1.0 -9.4
IMCB iShares Morningstar Mid-Cap ETF 0.8 4 3 6.2 -2.1
FLDZ RiverNorth Patriot ETF 0.8 75 -68 5.7 -2.7
KLDW Knowledge Leaders Developed World ETF 0.8 75 -68 4.8 -3.6
TPHD Timothy Plan High Dividend Stock ETF 0.7 52 -45 6.3 -2.0
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.7 54 -47 6.3 -2.1
ISHP First Trust Nasdaq Retail ETF 0.7 60 -53 3.0 -5.4
ONEY SPDR Russell 1000 Yield Focus ETF 0.7 20 -13 10.0 +1.7
IMCG iShares Morningstar Mid-Cap Growth ETF 0.7 6 1 4.3 -4.0
FFND Future Fund Active ETF 0.6 100 -93 -0.2 -8.6
MRAD SmartETFs Advertising & Marketing Technology ETF 0.6 68 -61 5.5 -2.8
WCLD WisdomTree Cloud Computing Fund 0.6 45 -38 1.7 -6.7
BUL Pacer US Cash Cows Growth ETF 0.6 60 -53 7.8 -0.6
TMFG Motley Fool Global Opportunities ETF 0.6 85 -78 3.3 -5.1
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.5 61 -54 4.7 -3.6
FFTY Innovator IBD 50 ETF 0.5 80 -73 1.2 -7.2
VOE Vanguard Mid-Cap Value ETF 0.5 7 0 7.4 -1.0
IWS iShares Russell Mid-Cap Value ETF 0.5 23 -16 6.5 -1.8
IWR iShares Russell Midcap ETF 0.3 19 -12 5.7 -2.7
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.3 20 -13 8.0 -0.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.3 52 -45 5.4 -3.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.3 58 -51 5.3 -3.1
VO Vanguard Mid-Cap ETF 0.3 4 3 5.9 -2.5
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.2 45 -38 -0.5 -8.8
BLES Inspire Global Hope ETF 0.2 61 -54 6.3 -2.1
TDVG T. Rowe Price Dividend Growth ETF 0.2 50 -43 4.7 -3.6
TGRW T. Rowe Price Growth Stock ETF 0.1 52 -45 3.7 -4.7
PRNT 3D Printing ETF 0.1 66 -59 -1.2 -9.6
TCHP T. Rowe Price Blue Chip Growth ETF 0.1 57 -50 3.2 -5.2
TEQI T. Rowe Price Equity Income ETF 0.1 54 -47 4.0 -4.3

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%.

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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:
Invesco Dow Jones Industrial Average Dividend 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 23.9 %
Divided by: Fwd. P/BV 2.8 x
Less: Expense ratio 7 bp
Equals: ALTAR Score 8.4 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

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

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

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

 

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