Invesco Dow Jones Industrial Average Dividend ETF
ALTAR
Score™
10.7% info Recommen-
dation
SPECULATIVE
2023E    2024E
P/E
ratio
12.9x P/Sales
ratio
1.2x
P/BV
ratio
2.6x Div.
yield
4.0%


  • 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) $254
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 27
Wgt avg mkt cap (mns) $257,490
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
VERIZON COMMUNICATIONS INC 8.5 %
3M CO 6.8 %
INTL BUSINESS MACHINES CORP 6.7 %
WALGREENS BOOTS ALLIANCE INC 6.5 %
DOW, INC. 6.1 %
CHEVRON CORP 4.7 %
AMGEN INC 4.6 %
COCA-COLA CO/THE 4.2 %
CISCO SYSTEMS INC 4.2 %
JOHNSON & JOHNSON 4.0 %
Total 56.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 100.0 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
0.5% 0.4% 8.7% -- 11.0%

Market Correlations
versus... Beta R-squared
S&P500 0.77 67%
MSCI EAFE 0.78 68%
MSCI Emg. Mkts. 0.45 24%

Technical Indicators
Recent close $41.01
30d moving avg. $42.64
Annualized volatility 17.0%
Short interest (ETF) 0.2%
Short interest (Underlying) 1.2%
Relative strength (RSI) 37

Liquidity measures
Avg. volume (thou.) 40
Turnover 0.6%
Bid/Ask (% of price) 0.15%
ADV underlying (mns) $40,909

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 701 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™: 10.7%


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 73.5 50 -43 7.8 -3.0
DIA SPDR Dow Jones Industrial Average ETF Trust 57.8 16 -9 7.1 -3.6
BBLU EA Bridgeway Blue Chip ETF 36.0 15 -8 6.8 -3.9
OUSA ALPS O'Shares U.S. Quality Dividend ETF 33.1 48 -41 7.6 -3.2
DVND Touchstone Dividend Select ETF 31.7 67 -60 7.2 -3.5
DGRW WisdomTree U.S. Quality Dividend Growth Fund 31.4 28 -21 6.9 -3.8
VYM Vanguard High Dividend Yield Index ETF 30.2 6 1 8.9 -1.8
PFM Invesco Dividend Achievers ETF 29.9 53 -46 6.8 -3.9
SCHD Schwab U.S. Dividend Equity ETF 29.4 6 1 9.9 -0.8
RAFE PIMCO RAFI ESG U.S. ETF 29.4 29 -22 8.7 -2.1
SIXA 6 Meridian Mega Cap Equity ETF 29.3 82 -75 8.4 -2.3
HDV iShares Core High Dividend ETF 29.3 8 -1 10.0 -0.7
DGRO iShares Core Dividend Growth ETF 28.7 8 -1 7.8 -2.9
VIG Vanguard Dividend Appreciation Index Fund 28.6 6 1 7.0 -3.8
FDRR Fidelity Dividend ETF for Rising Rates 28.6 29 -22 9.6 -1.1
ZECP Zacks Earnings Consistent Portfolio ETF 27.8 55 -48 6.5 -4.3
MGV Vanguard Mega Cap Value ETF 27.4 7 0 8.3 -2.4
DIVB iShares Core Dividend 26.9 5 2 9.5 -1.3
YLDE ClearBridge Dividend Strategy ESG ETF 26.4 59 -52 6.3 -4.4
DLN WisdomTree U.S. LargeCap Dividend Fund 26.1 28 -21 7.8 -3.0
QDEF FlexShares Quality Dividend Defensive Index Fund 25.9 37 -30 7.9 -2.9
DURA VanEck Morningstar Durable Dividend ETF 25.8 29 -22 8.5 -2.3
EQWL Invesco Russell Top 200 Equal Weight ETF 25.7 25 -18 7.8 -3.0
UDI USCF Dividend Income Fund 25.4 65 -58 9.2 -1.6
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 25.3 12 -5 6.4 -4.4
IWX iShares Russell Top 200 Value ETF 25.2 20 -13 7.9 -2.8
FDVV Fidelity Core Dividend ETF 25.2 29 -22 11.7 +0.9
LVOL American Century Low Volatility ETF 25.1 29 -22 6.5 -4.3
NULV Nuveen ESG Large-Cap Value ETF 25.0 25 -18 8.9 -1.9
ESGS Columbia Sustainable U.S. Equity Income ETF 24.7 35 -28 8.1 -2.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 24.5 29 -22 6.5 -4.2
ESG FlexShares STOXX US ESG Impact Index Fund 24.4 32 -25 6.3 -4.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 23.7 15 -8 8.0 -2.7
STXD Strive 1000 Dividend Growth ETF 23.6 35 -28 6.8 -4.0
OEF iShares S&P 100 ETF 23.3 20 -13 6.1 -4.7
EVUS iShares ESG Aware MSCI USA Value ETF 23.3 18 -11 8.5 -2.2
XLG Invesco S&P 500 Top 50 ETF 23.0 20 -13 5.7 -5.0
DTD WisdomTree U.S.Total Dividend Fund 23.0 28 -21 8.1 -2.6
PWV Invesco Dynamic Large Cap Value ETF 22.8 58 -51 9.5 -1.3
VTV Vanguard Value Index Fund 22.7 4 3 8.5 -2.3
SHE SPDR SSGA Gender Diversity Index ETF 22.4 20 -13 6.4 -4.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 22.3 70 -63 6.3 -4.4
SCHV Schwab U.S. Large-Cap Value ETF 21.8 4 3 8.0 -2.7
FLLV Franklin Liberty U.S. Low Volatility ETF 21.7 29 -22 6.6 -4.2
WOMN Impact Shares YWCA Women's Empowerment ETF 21.1 75 -68 6.0 -4.7
QUS SPDR MSCI USA StrategicFactors ETF 21.0 15 -8 7.0 -3.8
FDLO Fidelity Low Volatility Factor ETF 20.9 29 -22 6.2 -4.6
FNDX Schwab Fundamental U.S. Large Co. Index ETF 20.6 25 -18 8.2 -2.5
IOO iShares Global 100 ETF 20.5 40 -33 6.8 -4.0
HKND Humankind US Stock ETF 20.2 11 -4 8.2 -2.5
FDMO Fidelity Momentum Factor ETF 20.1 29 -22 6.4 -4.4
FDL First Trust Morningstar Dividend Leaders Index Fund 20.1 45 -38 11.0 +0.3
QDF FlexShares Quality Dividend Index Fund 19.9 37 -30 8.4 -2.4
IWL iShares Russell Top 200 ETF 19.9 15 -8 6.1 -4.6
GDIV Harbor Dividend Growth Leaders ETF 19.9 50 -43 7.3 -3.4
FQAL Fidelity Quality Factor ETF 19.8 29 -22 7.4 -3.4
ILCV iShares Morningstar Value ETF 19.7 4 3 8.2 -2.6
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 19.7 35 -28 8.0 -2.7
NACP Impact Shares NAACP Minority Empowerment ETF 19.6 49 -42 6.2 -4.6
QLV FlexShares US Quality Low Volatility Index Fund 19.5 22 -15 6.3 -4.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 19.5 20 -13 6.2 -4.6
SNPV Xtrackers S&P ESG Value ETF 19.4 15 -8 7.9 -2.8
NUDV Nuveen ESG Dividend ETF 19.3 25 -18 8.4 -2.3
FVAL Fidelity Value Factor ETF 19.3 29 -22 9.7 -1.1
FNDB Schwab Fundamental U.S. Broad Market Index ETF 19.3 25 -18 8.2 -2.6
SUSL iShares ESG MSCI USA Leaders ETF 19.3 10 -3 6.4 -4.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 19.2 10 -3 6.4 -4.4
BKLC BNY Mellon US Large Cap Core Equity ETF 19.1 0 7 6.2 -4.5
MGC Vanguard Mega Cap Index Fund 19.1 7 0 6.2 -4.6
PRF Invesco FTSE RAFI US 1000 ETF 19.1 39 -32 8.3 -2.5
QUAL iShares MSCI Usa Quality Factor ETF 18.9 15 -8 7.5 -3.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 18.9 29 -22 8.7 -2.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 18.9 30 -23 5.7 -5.0
FTCS First Trust Capital Strength ETF 18.8 55 -48 8.1 -2.7
KVLE KFA Value Liner Dynamic Core Equity Index ETF 18.7 55 -48 7.1 -3.7
HAPI Harbor Corporate Culture ETF 18.7 36 -29 5.9 -4.8
SNPE Xtrackers S&P 500 ESG ETF 18.6 10 -3 6.5 -4.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 18.5 7 0 6.3 -4.5
HEET Hartford Schroders ESG US Equity ETF 18.5 39 -32 7.3 -3.5
QVML Invesco S&P 500 QVM Multi-factor ETF 18.5 11 -4 6.9 -3.9
DIVZ TrueShares Low Volatility Equity Income ETF 18.2 65 -58 8.9 -1.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 18.2 19 -12 7.5 -3.3
STXV Strive 1000 Value ETF 18.1 18 -11 9.2 -1.5
PY Principal Shareholder Yield Index ETF 18.0 15 -8 8.5 -2.2
USMV iShares Edge MSCI Min Vol USA ETF 18.0 15 -8 6.7 -4.0
VLU SPDR S&P 1500 Value Tilt ETF 18.0 12 -5 9.0 -1.7
QDYN FlexShares Quality Dividend Dynamic Index Fund 17.9 37 -30 9.2 -1.6
EPS WisdomTree U.S. Earnings 500 Fund 17.9 8 -1 7.9 -2.8
ADME Aptus Drawdown Managed Equity ETF 17.9 79 -72 5.9 -4.9
RECS Columbia Research Enhanced Core ETF 17.8 15 -8 7.5 -3.3
ESMV iShares ESG MSCI USA Min Vol Factor ETF 17.7 18 -11 6.6 -4.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 17.6 14 -7 6.3 -4.5
XOUT GraniteShares XOUT U.S. Large Cap ETF 17.5 60 -53 5.8 -4.9
HDUS Hartford Disciplined US Equity ETF 17.4 19 -12 7.5 -3.3
LRND IQ U.S. Large Cap R&D Leaders ETF 17.4 14 -7 6.4 -4.3
GSPY Gotham Enhanced 500 ETF 17.3 50 -43 6.8 -4.0
RWL Invesco S&P 500 Revenue ETF 17.3 39 -32 7.9 -2.9
NULC Nuveen ESG Large-Cap ETF 17.3 20 -13 6.5 -4.2
IUS Invesco Strategic US ETF 17.1 19 -12 7.9 -2.8
EQUL IQ Engender Equality ETF 17.1 45 -38 7.8 -3.0
VSLU Applied Finance Valuation Large Cap ETF 17.1 49 -42 7.2 -3.6
TMFE Motley Fool Capital Efficiency 100 Index ETF 17.1 50 -43 5.9 -4.9
DUHP Dimensional US High Profitability ETF 17.0 22 -15 8.9 -1.9
IVV iShares Core S&P 500 ETF 17.0 3 4 6.5 -4.2
IWD iShares Russell 1000 Value ETF 17.0 18 -11 7.9 -2.8
VONV Vanguard Russell 1000 Value Index Fund 17.0 8 -1 8.0 -2.7
SPY SPDR S&P 500 ETF Trust 17.0 9 -2 6.4 -4.3
ESGU iShares MSCI USA ESG Optimized ETF 17.0 15 -8 6.4 -4.4
VOO VANGUARD S&P 500 ETF 17.0 3 4 6.5 -4.3
SPXT ProShares S&P 500 Ex-Technology ETF 16.9 27 -20 6.9 -3.9
VOOV Vanguard S&P 500 Value ETF 16.9 10 -3 7.1 -3.7
SPLG SPDR Portfolio S&P 500 ETF 16.9 3 4 6.5 -4.2
IVE iShares S&P 500 Value ETF 16.9 18 -11 6.9 -3.8
SPYV SPDR Portfolio S&P 500 Value ETF 16.9 4 3 7.1 -3.7
SPMV Invesco S&P 500 Minimum Variance ETF 16.9 10 -3 6.3 -4.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 16.9 7 0 6.3 -4.5
LRGF iShares Edge MSCI Multifactor USA ETF 16.8 8 -1 7.5 -3.2
SPXE ProShares S&P 500 Ex-Energy ETF 16.8 27 -20 6.2 -4.6
STRV Strive 500 ETF 16.8 5 2 6.3 -4.4
VOTE Engine No. 1 Transform 500 ETF 16.7 5 2 6.2 -4.6
JQUA JPMorgan U.S. Quality Factor ETF 16.7 12 -5 7.0 -3.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 16.7 20 -13 6.3 -4.5
ROUS Hartford Multifactor US Equity ETF 16.6 19 -12 8.9 -1.9
REVS Columbia Research Enhanced Value ETF 16.6 19 -12 9.5 -1.3
JCTR JPMorgan Carbon Transition U.S. Equity ETF 16.6 15 -8 6.0 -4.7
VIRS Pacer BioThreat Strategy ETF 16.6 70 -63 7.3 -3.5
SPHQ Invesco S&P 500 Quality ETF 16.6 15 -8 6.8 -4.0
FLQL Franklin LibertyQ U.S. Equity ETF 16.6 15 -8 8.2 -2.6
VV Vanguard Large-Cap Index Fund 16.5 4 3 6.3 -4.4
JHDV John Hancock U.S. High Dividend ETF 16.5 34 -27 8.7 -2.0
PBUS Invesco PureBeta MSCI USA ETF 16.4 4 3 6.4 -4.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 16.3 2 5 6.4 -4.4
RVRB Reverb ETF 16.3 30 -23 6.3 -4.4
WBIY WBI Power Factor High Dividend ETF 16.3 70 -63 14.2 +3.5
VDNI V-Shares US Leadership Diversity ETF 16.2 29 -22 6.5 -4.3
SPVU Invesco S&P 500 Enhanced Value ETF 16.2 13 -6 13.0 +2.3
ROCI ROC ETF 16.2 49 -42 5.6 -5.2
DSI iShares MSCI KLD 400 Social ETF 16.2 25 -18 6.4 -4.4
SNPG Xtrackers S&P 500 Growth ESG ETF 16.1 15 -8 6.5 -4.2
GDEF Goldman Sachs Defensive Equity ETF 16.1 55 -48 5.7 -5.0
ILCB iShares Morningstar U.S. Equity ETF 16.1 3 4 6.4 -4.4
SPXN ProShares S&P 500 Ex-Financials ETF 16.1 27 -20 6.2 -4.6
SCHX Schwab U.S. Large-Cap ETF 16.0 3 4 6.3 -4.4
IUSV iShares Core S&P U.S. Value ETF 16.0 4 3 7.3 -3.5
TDIV First Trust NASDAQ Technology Dividend Index Fund 15.9 50 -43 7.8 -3.0
DFUS Dimensional U.S. Equity ETF 15.9 11 -4 6.4 -4.4
SPTM SPDR Portfolio Total Stock Market ETF 15.9 3 4 6.7 -4.1
DEW WisdomTree Global High Dividend Fund 15.8 58 -51 11.0 +0.3
IWB iShares Russell 1000 ETF 15.8 15 -8 6.2 -4.5
VONE Vanguard Russell 1000 ETF 15.8 8 -1 6.3 -4.4
ESGG FlexShares STOXX Global ESG Impact Index Fund 15.8 42 -35 6.9 -3.8
ACVF American Conservative Values ETF 15.7 75 -68 5.6 -5.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 15.7 10 -3 6.0 -4.8
SCHK Schwab 1000 Index ETF 15.6 5 2 6.4 -4.4
RUFF Alpha Dog ETF 15.6 90 -83 5.9 -4.9
IYY iShares Dow Jones U.S. ETF 15.6 20 -13 6.2 -4.6
GDVD R3 Global Dividend Growth ETF 15.6 88 -81 7.1 -3.6
RNDV US Equity Dividend Select ETF 15.6 50 -43 11.0 +0.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 15.5 11 -4 6.3 -4.4
DGT SPDR Global Dow ETF 15.5 50 -43 8.2 -2.6
MTUM iShares MSCI USA Momentum Factor ETF 15.5 15 -8 8.1 -2.7
FLV American Century Focused Large Cap Value ETF 15.4 42 -35 7.2 -3.6
DFSU Dimensional US Sustainability Core 1 ETF 15.4 18 -11 7.1 -3.6
VFMV Vanguard U.S. Minimum Volatility ETF 15.4 13 -6 6.7 -4.0
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 15.3 60 -53 2.6 -8.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 15.2 49 -42 5.8 -4.9
XVV iShares ESG Screened S&P 500 ETF 15.1 8 -1 6.4 -4.4
IWV iShares Russell 3000 ETF 15.1 20 -13 6.1 -4.6
VTHR Vanguard Russell 3000 Index Fund 15.1 10 -3 6.2 -4.6
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 15.0 15 -8 6.4 -4.4
SCHB Schwab U.S. Broad Market ETF 15.0 3 4 6.3 -4.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 15.0 3 4 6.2 -4.5
SFY SoFi Select 500 ETF 15.0 0 7 6.6 -4.2
RESP WisdomTree US ESG Fund of Benef Interest 15.0 28 -21 7.5 -3.2
SPXV ProShares S&P 500 Ex-Health Care ETF 15.0 27 -20 5.9 -4.9
HLAL Wahed FTSE USA Shariah ETF 15.0 50 -43 6.0 -4.8
TTAC TrimTabs US Free Cash Flow Quality ETF 14.9 59 -52 7.5 -3.2
DFAU Dimensional US Core Equity Market ETF 14.9 12 -5 6.6 -4.1
QWLD SPDR MSCI World StrategicFactors ETF 14.9 30 -23 7.4 -3.4
VOOG Vanguard S&P 500 Growth ETF 14.9 10 -3 6.5 -4.3
IVW iShares S&P 500 Growth ETF 14.9 18 -11 6.4 -4.3
FLRG Fidelity U.S. Multifactor ETF 14.9 29 -22 8.2 -2.5
MMTM SPDR S&P 1500 Momentum Tilt ETF 14.9 12 -5 6.3 -4.4
SPYG SPDR Portfolio S&P 500 Growth ETF 14.9 4 3 6.6 -4.2
DIVY Sound Equity Income ETF 14.9 45 -38 10.9 +0.1
VTI Vanguard Total Stock Market Index Fund 14.9 3 4 6.1 -4.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 14.9 10 -3 6.6 -4.2
AVLV Avantis U.S. Large Cap Value ETF 14.8 15 -8 9.4 -1.4
WKLY SoFi Weekly Dividend ETF 14.8 49 -42 9.3 -1.5
NOBL ProShares S&P 500 Dividend Aristocrats ETF 14.8 35 -28 6.9 -3.9
RAYD Rayliant Quantitative Developed Market Equity ETF 14.6 80 -73 9.3 -1.4
IUSG iShares Core S&P US Growth ETF 14.4 4 3 6.6 -4.2
SUSA iShares MSCI USA ESG Select ETF 14.3 25 -18 6.4 -4.4
DIVD Altrius Global Dividend ETF 14.1 49 -42 12.3 +1.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 14.1 60 -53 5.3 -5.5
IQSU IQ Candriam ESG US Equity ETF 14.1 9 -2 5.9 -4.9
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 14.0 20 -13 6.9 -3.9
ALTL Pacer Lunt Large Cap Alternator ETF 14.0 60 -53 4.7 -6.1
ESGV Vanguard ESG U.S. Stock ETF 14.0 9 -2 6.2 -4.6
ACSI American Customer Satisfaction Core Alpha ETF 13.9 65 -58 6.4 -4.4
TMFC Motley Fool 100 Index ETF 13.8 50 -43 4.8 -5.9
VUSE Vident Core US Equity Fund 13.8 50 -43 7.8 -2.9
PABU iShares Paris-Aligned Climate MSCI USA ETF 13.8 10 -3 5.9 -4.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 13.8 9 -2 7.1 -3.7
DFAC Dimensional U.S. Core Equity 2 ETF 13.7 19 -12 7.3 -3.4
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 13.6 15 -8 7.7 -3.1
QLC FlexShares US Quality Large Cap Index Fund 13.5 25 -18 7.2 -3.6
VSDA VictoryShares Dividend Accelerator ETF 13.5 35 -28 7.2 -3.5
CATH Global X S&P 500 Catholic Values Custom ETF 13.5 29 -22 6.2 -4.5
JHML John Hancock Multifactor Large Cap ETF 13.5 29 -22 6.9 -3.9
JEPI JPMorgan Equity Premium Income ETF 13.5 35 -28 6.3 -4.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 13.4 25 -18 7.9 -2.9
JVAL JPMorgan U.S. Value Factor ETF 13.3 12 -5 10.1 -0.6
DHS WisdomTree U.S. High Dividend Fund 13.3 38 -31 10.6 -0.2
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 13.2 15 -8 9.0 -1.7
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 13.1 60 -53 6.0 -4.7
STLV iShares Factors US Value Style ETF 13.1 25 -18 11.0 +0.2
STXG Strive 1000 Growth ETF 13.1 18 -11 5.4 -5.3
FSST Fidelity Sustainability U.S. Equity ETF 12.9 59 -52 6.0 -4.7
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 12.8 25 -18 7.0 -3.7
CGDV Capital Group Dividend Value ETF 12.8 33 -26 6.6 -4.2
RDIV Invesco S&P Ultra Dividend Revenue ETF 12.7 39 -32 14.9 +4.1
SPMO Invesco S&P 500 Momentum ETF 12.7 13 -6 8.1 -2.6
ECOZ TrueMark ESG Active Opportunities ETF 12.7 58 -51 5.2 -5.6
IYZ iShares U.S. Telecommunications ETF 12.7 39 -32 12.0 +1.3
TOK iShares MSCI Kokusai ETF 12.7 25 -18 6.7 -4.0
UVDV UVA Dividend Value ETF 12.6 80 -73 8.0 -2.8
LVHD Legg Mason Low Volatility High Dividend ETF 12.6 27 -20 8.6 -2.1
ABEQ Absolute Core Strategy ETF 12.6 85 -78 5.0 -5.7
BKUS BNY Mellon Sustainable US Equity ETF 12.6 60 -53 5.5 -5.2
IWY iShares Russell Top 200 Growth ETF 12.6 20 -13 5.7 -5.1
KOKU Xtrackers MSCI Kokusai Equity ETF 12.6 9 -2 6.9 -3.8
DFLV Dimensional US Large Cap Value ETF 12.6 22 -15 10.0 -0.8
AVUS Avantis U.S. Equity ETF 12.5 15 -8 7.5 -3.2
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 12.5 17 -10 6.5 -4.2
JAVA JPMorgan Active Value ETF 12.5 44 -37 7.2 -3.6
DEF Invesco Defensive Equity ETF 12.4 55 -48 7.3 -3.5
VALQ American Century STOXX U.S. Quality Value ETF 12.4 29 -22 10.5 -0.3
PJP Invesco Dynamic Pharmaceuticals ETF 12.4 58 -51 7.8 -3.0
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 12.4 49 -42 6.4 -4.4
BTHM BlackRock Future U.S. Themes ETF 12.3 60 -53 6.4 -4.4
FUNL CornerCap Fundametrics Large-Cap ETF 12.3 50 -43 9.0 -1.8
RDVY First Trust Rising Dividend Achievers ETF 12.3 50 -43 10.9 +0.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 12.2 25 -18 6.9 -3.8
SPLV Invesco S&P 500 Low Volatility ETF 12.2 25 -18 6.9 -3.8
VLUE iShares MSCI USA Value Factor ETF 12.2 15 -8 12.4 +1.6
LCF Touchstone US Large Cap Focused ETF 12.2 69 -62 5.3 -5.4
DIVS SmartETFs Dividend Builder ETF 12.1 65 -58 5.8 -5.0
SDOG ALPS Sector Dividend Dogs ETF 12.1 40 -33 11.9 +1.1
URTH iShares MSCI World ETF 12.0 24 -17 6.8 -3.9
XLV Health Care Select Sector SPDR Fund 12.0 10 -3 9.2 -1.6
HART IQ Healthy Hearts ETF 12.0 45 -38 6.5 -4.3
CLRG IQ Chaikin U.S. Large Cap ETF 12.0 25 -18 7.4 -3.3
IYH iShares U.S. Healthcare ETF 12.0 39 -32 8.0 -2.7
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 11.9 30 -23 9.8 -0.9
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 11.8 68 -61 -0.8 -11.5
SDY SPDR S&P Dividend ETF 11.8 35 -28 7.4 -3.3
PEY Invesco High Yield Equity Dividend Achievers ETF 11.8 53 -46 9.9 -0.9
LGLV SPDR Russell 1000 Low Volatility ETF 11.7 12 -5 6.3 -4.4
VHT Vanguard Health Care Index Fund 11.7 10 -3 7.2 -3.6
FHLC Fidelity MSCI Health Care Index ETF 11.7 8 -1 7.1 -3.7
IPDP Dividend Performers ETF 11.7 89 -82 6.8 -3.9
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 11.6 35 -28 9.7 -1.0
ITAN Sparkline Intangible Value ETF 11.6 50 -43 7.5 -3.3
TMDV ProShares Russell US Dividend Growers ETF 11.6 36 -29 6.6 -4.1
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 11.5 35 -28 9.7 -1.0
DEIF Sterling Capital Diverse Multi-Manager Active ETF 11.5 65 -58 7.4 -3.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 11.4 9 -2 6.8 -3.9
VONG Vanguard Russell 1000 Growth Index Fund 11.4 8 -1 5.7 -5.0
IWF iShares Russell 1000 Growth ETF 11.4 18 -11 5.6 -5.1
IXJ iShares Global Healthcare ETF 11.3 40 -33 8.1 -2.6
XLP Consumer Staples Select Sector SPDR Fund 11.3 10 -3 6.2 -4.5
LEGR First Trust Indxx Innovative Transaction & Process ETF 11.3 65 -58 8.8 -2.0
VDC Vanguard Consumer Staples Index Fund 11.3 10 -3 6.2 -4.6
FSTA Fidelity MSCI Consumer Staples Index ETF 11.3 8 -1 6.1 -4.6
IEDI iShares Evolved U.S. Discretionary Spending ETF 11.2 18 -11 6.0 -4.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 11.2 12 -5 6.5 -4.2
FTXH First Trust Nasdaq Pharmaceuticals ETF 11.2 60 -53 10.5 -0.3
GLOF iShares Global Equity Factor ETF 11.2 20 -13 9.1 -1.6
KRMA Global X Conscious Companies ETF 11.1 43 -36 6.7 -4.0
QDIV Global X S&P 500 Quality Dividend ETF 11.1 20 -13 9.9 -0.8
ACWI iShares MSCI ACWI ETF 11.0 32 -25 7.0 -3.8
RFDA RiverFront Dynamic US Dividend Advantage ETF 11.0 52 -45 8.1 -2.7
SPDV AAM S&P 500 High Dividend Value ETF 10.9 29 -22 12.4 +1.6
KXI iShares Global Consumer Staples ETF 10.8 40 -33 6.0 -4.8
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 10.8 69 -62 7.2 -3.5
RFFC RiverFront Dynamic US Flex-Cap ETF 10.8 52 -45 7.7 -3.1
WRND IQ Global Equity R&D Leaders ETF 10.8 18 -11 8.1 -2.7
JMOM JPMorgan U.S. Momentum Factor ETF 10.7 12 -5 6.9 -3.8
IYC iShares U.S. Consumer Services ETF 10.7 39 -32 4.3 -6.5
AIQ Global X Future Analytics Tech ETF 10.6 68 -61 5.0 -5.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 10.6 20 -13 7.3 -3.5
KRUZ Unusual Whales Subversive Republican Trading ETF 10.5 75 -68 6.7 -4.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 10.4 75 -68 6.9 -3.9
USXF iShares ESG Advanced MSCI USA ETF 10.4 10 -3 6.1 -4.7
FCPI Fidelity Stocks for Inflation ETF 10.4 29 -22 10.0 -0.7
AHOY Newday Ocean Health ETF 10.3 75 -68 6.7 -4.0
ACWV iShares MSCI Global Min Vol Factor ETF 10.2 20 -13 8.3 -2.5
RHS Invesco S&P 500 Equal Weight Consumer Staples ETF 10.2 40 -33 6.9 -3.9
DFUV Dimensional US Marketwide Value ETF 10.1 23 -16 9.5 -1.3
FBCV Fidelity Blue Chip Value ETF 10.1 59 -52 7.8 -3.0
ICAP InfraCap Equity Income Fund ETF 10.1 80 -73 11.6 +0.9
VT Vanguard Total World Stock ETF 10.1 7 0 7.1 -3.7
DSTL Distillate US Fundamental Stability & Value ETF 10.1 39 -32 8.6 -2.1
NZRO Strategy Shares Halt Climate Change ETF 10.1 95 -88 2.0 -8.8
HLGE Hartford Longevity Economy ETF 10.0 44 -37 9.2 -1.6
NTZG Nuveen Global Net Zero Transition ETF 10.0 55 -48 5.9 -4.8
RNLC Large Cap US Equity Select ETF 10.0 60 -53 8.0 -2.7
FMIL Fidelity New Millennium ETF 10.0 59 -52 6.6 -4.2
LRGE ClearBridge Large Cap Growth ESG ETF 9.9 59 -52 3.9 -6.8
XLF Financial Select Sector SPDR Fund 9.7 10 -3 8.2 -2.6
PSET Principal Price Setters Index ETF 9.7 15 -8 7.1 -3.7
IYG iShares US Financial Services ETF 9.6 39 -32 8.8 -2.0
XNTK SPDR NYSE Technology ETF 9.6 35 -28 4.7 -6.0
DVY iShares Select Dividend ETF 9.6 39 -32 10.5 -0.2
FVD First Trust Value Line Dividend Index Fund 9.5 67 -60 6.9 -3.8
QGRW WisdomTree U.S. Quality Growth Fund 9.4 28 -21 5.4 -5.3
PEXL Pacer US Export Leaders ETF 9.3 60 -53 7.4 -3.3
CGUS Capital Group Core Equity ETF 9.2 33 -26 6.1 -4.6
NANC Unusual Whales Subversive Democratic Trading ETF 9.1 75 -68 5.2 -5.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 9.1 20 -13 8.0 -2.7
IYK iShares U.S. Consumer Goods ETF 9.1 39 -32 6.6 -4.2
BUZZ VanEck Social Sentiment ETF 9.1 75 -68 2.3 -8.5
TDV ProShares S&P Technology Dividend Aristocrats ETF 9.1 46 -39 7.1 -3.7
ILCG iShares Morningstar Growth ETF 9.0 4 3 5.1 -5.7
AFLG First Trust Active Factor Large Cap ETF 8.9 55 -48 8.0 -2.7
WFH Direxion Work From Home ETF 8.9 45 -38 0.0 -10.7
VFH Vanguard Financials Index Fund 8.8 10 -3 9.5 -1.2
FNCL Fidelity MSCI Financials Index ETF 8.8 8 -1 9.5 -1.2
SAMT Strategas Macro Thematic Opportunities ETF 8.8 65 -58 4.2 -6.6
IYJ iShares U.S. Industrials ETF 8.7 39 -32 6.3 -4.4
ANEW ProShares MSCI Transformational Changes ETF 8.6 45 -38 5.9 -4.9
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 8.6 50 -43 3.6 -7.1
PUNK Subversive Metaverse ETF 8.5 75 -68 2.6 -8.1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 8.5 49 -42 7.9 -2.8
FDIS Fidelity MSCI Consumer Discretionary Index ETF 8.5 8 -1 5.6 -5.1
VCR Vanguard Consumer Discretionary Index Fund 8.5 10 -3 5.3 -5.4
RXI iShares Global Consumer Discretionary ETF 8.5 40 -33 6.5 -4.2
XLY Consumer Discretionary Select Sector SPDR Fund 8.5 10 -3 5.6 -5.2
XLK Technology Select Sector SPDR Fund 8.4 10 -3 5.9 -4.8
SXQG 6 Meridian Quality Growth ETF 8.4 100 -93 5.4 -5.4
SSPY Syntax Stratified LargeCap ETF 8.4 30 -23 7.7 -3.0
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 8.4 60 -53 7.6 -3.1
PWB Invesco Dynamic Large Cap Growth ETF 8.4 56 -49 5.5 -5.2
VEGN US Vegan Climate ETF 8.3 60 -53 5.7 -5.0
USMF WisdomTree U.S. Multifactor Fund 8.2 28 -21 8.9 -1.9
IETC iShares Evolved U.S. Technology ETF 8.2 18 -11 5.3 -5.4
GURU Global X Guru Index ETF 8.1 75 -68 5.0 -5.8
DRIV Global X Autonomous & Electric Vehicles ETF 8.1 68 -61 4.7 -6.0
DIV Global X SuperDividend US ETF 8.1 45 -38 9.3 -1.4
JOET Virtus Terranova US Quality Momentum ETF 8.0 29 -22 7.5 -3.2
CGGR Capital Group Growth ETF 8.0 39 -32 4.4 -6.3
KOIN Innovation Shares NextGen Protocol ETF 8.0 75 -68 7.1 -3.6
DIP BTD Capital Fund 8.0 129 -122 8.2 -2.6
MGK Vanguard Mega Cap Growth ETF 7.9 7 0 5.1 -5.6
HVAL ALPS Hillman Active Value ETF 7.9 55 -48 7.9 -2.9
IXG iShares Global Financials ETF 7.8 40 -33 9.6 -1.2
LEAD Siren DIVCON Leaders Dividend ETF 7.8 43 -36 7.2 -3.6
PPH VanEck Pharmaceutical ETF 7.8 35 -28 12.9 +2.1
IHE iShares U.S. Pharmaceuticals ETF 7.8 39 -32 10.1 -0.6
XPH SPDR S&P Pharmaceuticals ETF 7.8 35 -28 4.2 -6.5
IYF iShares U.S. Financials ETF 7.7 39 -32 8.8 -1.9
AIVL WisdomTree U.S. AI Enhanced Value Fund 7.7 38 -31 7.6 -3.1
SKYY First Trust Cloud Computing ETF 7.7 60 -53 4.2 -6.6
VGT Vanguard Information Technology Index Fund 7.6 10 -3 5.4 -5.3
FTEC Fidelity MSCI Information Technology Index ETF 7.6 8 -1 5.5 -5.3
NVQ QRAFT AI-Enhanced US Next Value ETF 7.6 75 -68 12.6 +1.9
IGM iShares Expanded Tech Sector ETF 7.5 40 -33 5.1 -5.7
VFQY Vanguard U.S. Quality Factor ETF 7.5 13 -6 8.5 -2.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 7.5 65 -58 6.4 -4.4
QQMG Invesco ESG NASDAQ 100 ETF 7.4 20 -13 5.7 -5.0
SANE Subversive Mental Health ETF 7.3 75 -68 7.4 -3.4
DFND Siren DIVCON Dividend Defender ETF 7.3 150 -143 5.9 -4.8
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 7.3 60 -53 8.8 -1.9
RYT Invesco S&P 500 Equal Weight Technology ETF 7.3 40 -33 6.8 -3.9
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 7.3 75 -68 6.7 -4.1
CGGO Capital Group Global Growth Equity ETF 7.3 47 -40 4.7 -6.0
RTH VanEck Retail ETF 7.3 35 -28 6.4 -4.4
VUG Vanguard Growth Index Fund 7.3 4 3 5.1 -5.7
FOVL iShares Focused Value Factor ETF 7.2 25 -18 13.0 +2.3
XTL SPDR S&P Telecom ETF 7.2 35 -28 8.7 -2.0
MBCC Monarch Blue Chips Core ETF 7.2 125 -118 4.0 -6.8
CACG ClearBridge All Cap Growth ETF 7.2 53 -46 4.1 -6.7
OALC OneAscent Large Cap Core ETF 7.2 76 -69 6.6 -4.1
EQRR ProShares Equities for Rising Rates ETF 7.1 35 -28 10.4 -0.3
QQQ Invesco QQQ Trust 7.1 20 -13 5.3 -5.5
QQQM Invesco NASDAQ 100 ETF 7.1 15 -8 5.6 -5.1
PINK Simplify Health Care ETF 7.1 50 -43 5.2 -5.5
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 7.1 69 -62 8.1 -2.7
XLI Industrial Select Sector SPDR Fund 7.1 10 -3 6.3 -4.4
TRFK Pacer Data and Digital Revolution ETF 7.0 60 -53 5.2 -5.6
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 7.0 39 -32 6.6 -4.1
RYF Invesco S&P 500 Equal Weight Financials ETF 6.9 40 -33 9.5 -1.3
XPND First Trust Expanded Technology ETF 6.9 65 -58 5.9 -4.8
EGUS iShares ESG Aware MSCI USA Growth ETF 6.9 15 -8 5.1 -5.7
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 6.8 57 -50 5.2 -5.6
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 6.7 35 -28 5.4 -5.4
FIDU Fidelity MSCI Industrials Index ETF 6.7 8 -1 6.3 -4.5
VIS Vanguard Industrials Index Fund 6.7 10 -3 6.0 -4.8
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 6.7 35 -28 7.4 -3.3
CFA VictoryShares US 500 Volatility Weighted Index ETF 6.7 35 -28 7.4 -3.3
IXN iShares Global Tech ETF 6.7 40 -33 5.4 -5.4
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 6.6 15 -8 13.7 +3.0
AILG Alpha Intelligent - Large Cap Growth ETF 6.6 85 -78 4.3 -6.4
DUSA Davis Select U.S. Equity ETF 6.6 61 -54 10.2 -0.5
OAIE Optimize AI Smart Sentiment Event-Driven ETF 6.5 100 -93 8.0 -2.7
FBCG Fidelity Blue Chip Growth ETF 6.4 59 -52 2.5 -8.2
SPYD SPDR S&P 500 High Dividend ETF 6.4 7 0 11.5 +0.8
UPWD JPMorgan Social Advancement ETF 6.2 49 -42 6.4 -4.4
KOCG FIS Knights of Columbus Global Belief ETF 6.2 75 -68 7.8 -2.9
SNSR Global X Internet of Things Thematic ETF 6.1 68 -61 4.9 -5.8
FTA First Trust Large Cap Value AlphaDEX Fund 6.1 59 -52 11.3 +0.6
BLOK Amplify Transformational Data Sharing ETF 6.1 71 -64 -1.5 -12.3
SFYF SoFi 50 ETF 6.1 29 -22 -6.7 -17.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 6.1 18 -11 9.3 -1.4
OCEN IQ Clean Oceans ETF 6.1 45 -38 6.8 -4.0
RYH Invesco S&P 500 Equal Weight Health Care ETF 6.1 40 -33 8.9 -1.9
COWZ Pacer US Cash Cows 100 ETF 6.0 49 -42 12.3 +1.6
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 5.9 75 -68 6.4 -4.4
HAPY Harbor Corporate Culture Leaders ETF 5.9 36 -29 4.7 -6.1
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 5.9 60 -53 5.2 -5.6
FIVG Defiance Next Gen Connectivity ETF 5.9 30 -23 7.8 -2.9
TECB iShares US Tech Breakthrough Multisector ETF 5.8 40 -33 4.9 -5.8
AILV Alpha Intelligent - Large Cap Value ETF 5.8 85 -78 7.2 -3.5
GVIP Goldman Sachs Hedge Industry VIP ETF 5.7 45 -38 5.1 -5.7
SCHG Schwab U.S. Large-Cap Growth ETF 5.7 40 -33 4.7 -6.1
BRNY Burney U.S. Factor Rotation ETF 5.7 79 -72 8.8 -2.0
GCOW Pacer Global High Dividend ETF 5.7 60 -53 16.9 +6.2
MBOX Freedom Day Dividend ETF 5.7 39 -32 9.1 -1.6
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 5.7 21 -14 4.3 -6.4
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 5.6 45 -38 6.5 -4.3
NULG Nuveen ESG Large-Cap Growth ETF 5.6 25 -18 5.1 -5.6
AGNG Global X Aging Population ETF 5.5 50 -43 4.3 -6.5
ARVR First Trust Indxx Metaverse ETF 5.5 70 -63 4.6 -6.1
IYW iShares U.S. Technology ETF 5.5 39 -32 5.4 -5.3
RSP Invesco S&P 500 Equal Weight ETF 5.5 20 -13 7.4 -3.4
MVPS Amplify Thematic All-Stars ETF 5.4 49 -42 2.1 -8.7
SSPX Janus Henderson U.S. Sustainable Equity ETF 5.4 55 -48 4.4 -6.4
MILN Global X Millennial Consumer ETF 5.4 50 -43 2.9 -7.8
RPV Invesco S&P 500 Pure Value ETF 5.4 35 -28 13.4 +2.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 5.4 9 -2 7.2 -3.5
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 5.4 56 -49 5.4 -5.3
MOTE VanEck Morningstar ESG Moat ETF 5.4 49 -42 6.5 -4.2
RCD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 5.3 40 -33 4.8 -6.0
EXI iShares Global Industrials ETF 5.3 40 -33 6.5 -4.3
CARZ First Trust NASDAQ Global Auto Index Fund 5.2 70 -63 5.4 -5.4
GK AdvisorShares Gerber Kawasaki ETF 5.2 81 -74 5.3 -5.5
FEX First Trust Large Cap Core AlphaDEX Fund 5.2 59 -52 7.9 -2.8
QTUM Defiance Quantum ETF 5.2 40 -33 4.4 -6.4
DFNL Davis Select Financial ETF 5.2 62 -55 9.9 -0.8
PXQ Invesco Dynamic Networking ETF 5.1 63 -56 5.8 -4.9
MEDI Harbor Health Care ETF 5.0 80 -73 1.5 -9.3
WLDR Affinity World Leaders Equity ETF 4.9 67 -60 10.1 -0.7
FDWM Fidelity Women's Leadership ETF 4.9 59 -52 6.2 -4.5
DVLU First Trust Dorsey Wright Momentum & Value ETF 4.9 60 -53 10.4 -0.3
NXTG First Trust Indxx NextG ETF 4.9 70 -63 6.8 -4.0
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 4.8 20 -13 9.4 -1.4
GRZZ Grizzle Growth ETF 4.8 75 -68 7.1 -3.6
IYE iShares U.S. Energy ETF 4.7 39 -32 7.9 -2.9
FILL iShares MSCI Global Energy Producers ETF 4.7 39 -32 10.1 -0.7
BUL Pacer US Cash Cows Growth ETF 4.7 60 -53 12.0 +1.2
IGE iShares North American Natural Resources ETF 4.7 40 -33 7.8 -2.9
FTXN First Trust Nasdaq Oil & Gas ETF 4.7 60 -53 8.7 -2.0
VDE Vanguard Energy Index Fund 4.7 10 -3 8.1 -2.6
NANR SPDR S&P North American Natural Resources ETF 4.7 35 -28 7.9 -2.9
FENY Fidelity MSCI Energy Index ETF 4.7 8 -1 8.3 -2.5
XLE Energy Select Sector SPDR Fund 4.7 10 -3 8.6 -2.2
IXC iShares Global Energy ETF 4.7 40 -33 9.2 -1.6
DRLL Strive U.S. Energy ETF 4.7 41 -34 7.8 -3.0
MAGA Point Bridge GOP Stock Tracker ETF 4.7 72 -65 7.2 -3.6
TIME Clockwise Capital Innovation ETF 4.7 95 -88 3.0 -7.7
RPG Invesco S&P 500 Pure Growth ETF 4.6 35 -28 9.1 -1.6
IBB iShares NASDAQ Biotechnology ETF 4.6 44 -37 0.7 -10.1
IBBQ Invesco Nasdaq Biotechnology ETF 4.6 19 -12 1.2 -9.6
PBE Invesco Dynamic Biotechnology & Genome ETF 4.6 59 -52 1.6 -9.1
BBH VanEck Biotech ETF 4.6 35 -28 5.6 -5.2
BAD B.A.D. ETF 4.6 75 -68 3.3 -7.5
AUSF Global X Adaptive U.S. Factor ETF 4.6 27 -20 8.0 -2.8
EUSA iShares MSCI USA Equal Weighted ETF 4.5 9 -2 7.2 -3.6
FTC First Trust Large Cap Growth AlphaDEX Fund 4.5 59 -52 5.0 -5.7
BWEB Bitwise Web3 ETF 4.5 85 -78 2.4 -8.4
SIXL 6 Meridian Low Beta Equity Strategy ETF 4.5 82 -75 6.9 -3.8
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.5 15 -8 6.8 -3.9
HOMZ Hoya Capital Housing ETF 4.4 30 -23 10.0 -0.7
IYM iShares U.S. Basic Materials ETF 4.4 39 -32 10.3 -0.4
VFVA Vanguard U.S. Value Factor ETF 4.4 13 -6 12.5 +1.7
RYE Invesco S&P 500 Equal Weight Energy ETF 4.4 40 -33 8.5 -2.2
ORFN Constrained Capital ESG Orphans ETF 4.3 75 -68 6.8 -3.9
EWCO Invesco S&P 500 Equal Weight Communication Services ETF 4.2 40 -33 8.5 -2.2
FTXG First Trust Nasdaq Food & Beverage ETF 4.2 60 -53 5.8 -4.9
PBJ Invesco Dynamic Food & Beverage ETF 4.2 63 -56 5.7 -5.0
IWTR iShares MSCI Water Management Multisector ETF 4.2 47 -40 5.9 -4.9
VNSE Natixis Vaughan Nelson Select ETF 4.2 80 -73 4.2 -6.6
METV Roundhill Ball Metaverse ETF 4.2 59 -52 4.5 -6.3
IGN iShares North American Tech-Multimedia Networking ETF 4.2 40 -33 8.2 -2.6
CIBR First Trust NASDAQ CEA Cybersecurity ETF 4.2 60 -53 5.4 -5.4
FDN First Trust Dow Jones Internet Index Fund 4.2 51 -44 3.0 -7.7
HACK ETFMG Prime Cyber Security ETF 4.2 60 -53 5.1 -5.7
EQOP Natixis U.S. Equity Opportunities ETF 4.2 85 -78 6.0 -4.7
JGRO JPMorgan Active Growth ETF 4.1 44 -37 4.5 -6.3
XLB Materials Select Sector SPDR Fund 4.1 10 -3 8.3 -2.4
WDNA WisdomTree BioRevolution Fund 4.1 45 -38 -4.1 -14.9
YALL God Bless America ETF 4.1 65 -58 3.8 -7.0
TINT ProShares Smart Materials ETF 4.1 58 -51 6.7 -4.1
QMOM Alpha Architect U.S. Quantitative Momentum ETF 4.1 49 -42 4.4 -6.3
GENY Principal Millennials Index ETF 4.0 45 -38 7.5 -3.2
KONG Formidable Fortress ETF 4.0 89 -82 6.1 -4.6
VFMF Vanguard U.S. Multifactor ETF 4.0 18 -11 10.8 +0.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 4.0 75 -68 10.1 -0.7
PKW Invesco Buyback Achievers ETF 3.9 64 -57 10.1 -0.7
SIZE iShares MSCI USA Size Factor ETF 3.9 15 -8 7.0 -3.7
SPHB Invesco S&P 500 High Beta ETF 3.9 25 -18 4.7 -6.1
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 3.9 63 -56 5.0 -5.8
IXP iShares Global Comm Services ETF 3.9 40 -33 7.7 -3.1
PLAT WisdomTree Modern Tech Platforms Fund 3.9 20 -13 0.8 -9.9
GFGF Guru Favorite Stocks ETF 3.9 65 -58 6.7 -4.0
RGI Invesco S&P 500 Equal Weight Industrials ETF 3.8 40 -33 5.5 -5.3
VOX Vanguard Telecommunication Services Index Fund 3.8 10 -3 5.9 -4.9
PSL Invesco DWA Consumer Staples Momentum ETF 3.8 60 -53 5.7 -5.1
FCOM Fidelity MSCI Telecommunication Services Index ETF 3.8 8 -1 5.9 -4.9
MOAT VanEck Morningstar Wide Moat ETF 3.8 47 -40 6.4 -4.3
PAWZ ProShares Pet Care ETF 3.8 50 -43 4.5 -6.3
CNCR Loncar Cancer Immunotherapy ETF 3.8 79 -72 -3.0 -13.7
CLNR IQ Cleaner Transport ETF 3.8 45 -38 6.9 -3.8
CVAR Cultivar ETF 3.8 87 -80 9.0 -1.7
XLC Communication Services Select Sector SPDR Fund 3.8 10 -3 7.2 -3.5
FTXO First Trust Nasdaq Bank ETF 3.7 60 -53 13.1 +2.4
KBWB Invesco KBW Bank ETF 3.7 35 -28 13.6 +2.9
ITB iShares U.S. Home Construction ETF 3.7 39 -32 13.6 +2.9
XHB SPDR S&P Homebuilders ETF 3.7 45 -38 11.7 +1.0
PKB Invesco Dynamic Building & Construction ETF 3.7 60 -53 11.8 +1.1
SATO Invesco Alerian Galaxy Crypto Economy ETF 3.7 60 -53 -21.3 -32.1
IAI iShares U.S. Broker-Dealers ETF 3.6 39 -32 9.2 -1.6
SPGP Invesco S&P 500 GARP ETF 3.6 36 -29 9.7 -1.1
BPAY BlackRock Future Financial and Technology ETF 3.6 70 -63 9.2 -1.6
PEZ Invesco DWA Consumer Cyclicals Momentum ETF 3.5 60 -53 9.1 -1.6
BOUT Innovator IBD Breakout Opportunities ETF 3.5 80 -73 4.9 -5.9
FXH First Trust Health Care AlphaDEX Fund 3.5 61 -54 7.5 -3.2
TPHE Timothy Plan High Dividend Stock Enhanced ETF 3.5 52 -45 7.4 -3.4
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 3.5 46 -39 10.2 -0.6
TPHD Timothy Plan High Dividend Stock ETF 3.5 52 -45 7.5 -3.3
PWC Invesco Dynamic Market ETF 3.5 60 -53 7.9 -2.8
SUBS Fount Subscription Economy ETF 3.4 70 -63 5.1 -5.7
FXZ First Trust Materials AlphaDEX Fund 3.4 64 -57 13.8 +3.1
WTV WisdomTree US Value Fund 3.4 12 -5 9.8 -1.0
IBLC iShares Blockchain and Tech ETF 3.4 47 -40 -17.9 -28.6
RTM Invesco S&P 500 Equal Weight Materials ETF 3.4 40 -33 9.5 -1.3
SQEW LeaderShares Equity Skew ETF 3.4 75 -68 6.1 -4.7
EATZ AdvisorShares Restaurant ETF 3.3 99 -92 4.6 -6.1
LCLG Logan Capital Broad Innovative Growth ETF 3.3 99 -92 6.7 -4.1
CIRC JPMorgan Sustainable Consumption ETF 3.3 49 -42 6.0 -4.8
HAP VanEck Natural Resources ETF 3.3 49 -42 9.5 -1.3
IVRS iShares Future Metaverse Tech and Communications ETF 3.3 47 -40 9.0 -1.8
EQAL Invesco Russell 1000 Equal Weight ETF 3.3 20 -13 7.3 -3.5
VAW Vanguard Materials Index Fund 3.2 10 -3 8.8 -1.9
FMAT Fidelity MSCI Materials Index ETF 3.2 84 -77 7.3 -3.5
BFOR Barron's 400 ETF 3.2 65 -58 9.6 -1.1
VR Global X Metaverse ETF 3.1 50 -43 6.4 -4.4
ETHO Etho Climate Leadership U.S. ETF 3.1 47 -40 5.7 -5.0
FXL First Trust Technology AlphaDEX Fund 3.1 61 -54 6.1 -4.7
TWEB SoFi Web 3 ETF 3.1 59 -52 -12.9 -23.7
FAB First Trust Multi Cap Value AlphaDEX Fund 3.1 69 -62 12.1 +1.4
TOLL Tema Monopolies and Oligopolies ETF 3.1 75 -68 4.1 -6.6
FBT First Trust NYSE Arca Biotechnology Index Fund 3.1 55 -48 1.6 -9.1
ZIG The Acquirers Fund 3.0 89 -82 18.8 +8.1
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 3.0 61 -54 8.4 -2.3
RBLD First Trust Alerian US NextGen Infrastructure ETF 2.9 65 -58 6.1 -4.7
DBLV AdvisorShares DoubleLine Value Equity ETF 2.9 91 -84 12.7 +2.0
SOXX iShares PHLX Semiconductor ETF 2.8 40 -33 6.7 -4.1
SHOC Strive U.S. Semiconductor ETF 2.8 40 -33 6.5 -4.2
BNGE First Trust S-Network Streaming and Gaming ETF 2.8 70 -63 0.7 -10.1
SOXQ Invesco PHLX Semiconductor ETF 2.8 19 -12 6.7 -4.0
FTXL First Trust Nasdaq Semiconductor ETF 2.8 60 -53 8.0 -2.8
XSD SPDR S&P Semiconductor ETF 2.8 35 -28 6.9 -3.9
SMH VanEck Semiconductor ETF 2.8 35 -28 12.2 +1.5
TINY ProShares Nanotechnology ETF 2.8 58 -51 1.6 -9.2
EGIS 2nd Vote Society Defended ETF 2.8 75 -68 7.4 -3.4
UAV AdvisorShares Drone Technology ETF 2.8 99 -92 5.7 -5.1
PPA Invesco Aerospace & Defense ETF 2.8 61 -54 4.7 -6.1
ROKT SPDR S&P Kensho Final Frontiers ETF 2.8 45 -38 1.5 -9.2
GAMR ETFMG Video Game Tech ETF 2.8 75 -68 7.0 -3.7
FTGS First Trust Growth Strength ETF 2.8 60 -53 9.1 -1.7
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 2.8 17 -10 8.7 -2.0
QGRO American Century STOXX U.S. Quality Growth ETF 2.8 29 -22 6.2 -4.5
GVLU Gotham 1000 Value ETF 2.8 50 -43 11.6 +0.9
WDIV SPDR Global Dividend ETF 2.8 40 -33 12.2 +1.5
GNR SPDR S&P Global Natural Resources ETF 2.8 40 -33 10.9 +0.2
TRFM AAM Transformers ETF 2.7 49 -42 2.2 -8.5
VERS ProShares Metaverse ETF 2.7 58 -51 -5.5 -16.2
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 2.7 47 -40 -0.8 -11.6
XRT SPDR S&P Retail ETF 2.7 35 -28 5.3 -5.5
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 2.7 47 -40 6.3 -4.5
IAK iShares U.S. Insurance ETF 2.7 39 -32 8.2 -2.5
KBWP Invesco KBW Property & Casualty Insurance ETF 2.7 35 -28 7.3 -3.4
SPVM Invesco S&P 500 Value with Momentum ETF 2.7 39 -32 10.2 -0.5
NDIV Amplify Natural Resources Dividend Income ETF 2.6 59 -52 13.8 +3.1
FDG American Century Focused Dynamic Growth ETF 2.6 45 -38 3.1 -7.6
IDAT iShares Cloud 5G and Tech ETF 2.6 47 -40 6.5 -4.3
PFI Invesco DWA Financial Momentum ETF 2.6 60 -53 7.4 -3.3
IPAY ETFMG Prime Mobile Payments ETF 2.6 75 -68 8.1 -2.7
XT iShares Exponential Technologies ETF 2.5 46 -39 3.7 -7.1
FXN First Trust Energy AlphaDEX Fund 2.4 64 -57 6.8 -4.0
RSHO Tema American Reshoring ETF 2.4 75 -68 3.9 -6.8
BITQ Bitwise Crypto Industry Innovators ETF 2.4 85 -78 -24.9 -35.6
GBUY Goldman Sachs Future Consumer Equity ETF 2.4 75 -68 3.1 -7.7
INNO Harbor Disruptive Innovation ETF 2.4 75 -68 -3.5 -14.2
SIMS SPDR S&P Kensho Intelligent Structures ETF 2.3 45 -38 0.9 -9.9
XOP SPDR S&P Oil & Gas Exploration & Production ETF 2.3 35 -28 12.1 +1.4
SDG iShares Sustainable MSCI Global Impact ETF 2.3 49 -42 7.1 -3.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.3 63 -56 3.9 -6.9
ONEO SPDR Russell 1000 Momentum Focus ETF 2.3 20 -13 9.2 -1.5
KIE SPDR S&P Insurance ETF 2.2 35 -28 8.9 -1.9
ONEY SPDR Russell 1000 Yield Focus ETF 2.2 20 -13 11.2 +0.4
VPN Global X Data Center REITs & Digital Infrastructure ETF 2.2 50 -43 5.7 -5.0
WTAI WisdomTree Artificial Intelligence and Innovation Fund 2.2 45 -38 2.1 -8.7
FXO First Trust Financials AlphaDEX Fund 2.2 61 -54 13.4 +2.7
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 2.2 60 -53 12.1 +1.4
UFO Procure Space ETF 2.1 75 -68 2.1 -8.7
CLOU Global X Cloud Computing ETF 2.1 68 -61 2.4 -8.4
PXI Invesco DWA Energy Momentum ETF 2.1 60 -53 7.3 -3.4
KOMP SPDR Kensho New Economies Composite ETF 2.1 20 -13 -1.0 -11.8
MOTG VanEck Morningstar Global Wide Moat ETF 2.0 52 -45 7.1 -3.7
FEMA Procure Disaster Recovery Strategy ETF 2.0 75 -68 5.7 -5.1
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 2.0 108 -101 2.9 -7.8
VAMO Cambria Value & Momentum ETF 2.0 64 -57 12.7 +2.0
USVT US Value ETF 2.0 49 -42 12.8 +2.1
DTEC ALPS Disruptive Technologies ETF 1.9 50 -43 4.4 -6.3
MOTO SmartETFs Smart Transportation & Technology ETF 1.9 68 -61 7.8 -3.0
KBE SPDR S&P Bank ETF 1.9 35 -28 13.4 +2.7
FPX First Trust US IPO Index Fund 1.9 57 -50 1.4 -9.4
PDP Invesco DWA Momentum ETF 1.9 62 -55 6.4 -4.4
PYZ Invesco DWA Basic Materials Momentum ETF 1.9 60 -53 10.3 -0.5
IHF iShares U.S. Healthcare Providers ETF 1.9 39 -32 6.7 -4.1
VFMO Vanguard U.S. Momentum Factor ETF 1.8 13 -6 4.3 -6.4
WUGI AXS Esoterica NextG Economy ETF 1.8 75 -68 3.0 -7.7
PNQI Invesco NASDAQ Internet ETF 1.8 60 -53 3.1 -7.6
XDAT Franklin Exponential Data ETF 1.8 50 -43 4.1 -6.7
AOTG AOT Growth and Innovation ETF 1.8 75 -68 3.3 -7.4
GGRW Gabelli Growth Innovators ETF 1.8 90 -83 3.5 -7.2
PTF Invesco DWA Technology Momentum ETF 1.8 60 -53 1.6 -9.2
IGV iShares Expanded Tech-Software ETF 1.8 40 -33 4.3 -6.4
OGIG O'Shares Global Internet Giants ETF 1.8 48 -41 0.1 -10.6
IWFH iShares Virtual Work and Life Multisector ETF 1.8 47 -40 -1.3 -12.0
PRNT The 3D Printing ETF 1.8 66 -59 -4.0 -14.7
XHS SPDR S&P Health Care Services ETF 1.8 35 -28 0.1 -10.6
KLDW Gavekal Knowledge Leaders Developed World ETF 1.8 75 -68 6.1 -4.7
SRHQ SRH U.S. Quality ETF 1.8 35 -28 9.6 -1.1
ENTR Entrepreneur 30 Fund 1.7 49 -42 2.4 -8.3
ARKQ Ark Autonomous Tech. & Robotics ETF 1.7 75 -68 2.1 -8.7
ISHP First Trust S-Network E-Commerce ETF 1.7 60 -53 3.9 -6.8
KCE SPDR S&P Capital Markets ETF 1.7 35 -28 9.5 -1.2
SYNB Putnam BioRevolution ETF 1.6 70 -63 0.0 -10.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.6 65 -58 2.6 -8.2
IMCV iShares Morningstar Mid-Cap Value ETF 1.6 6 1 9.5 -1.3
ARKX ARK Space Exploration & Innovation ETF 1.6 75 -68 2.3 -8.5
FITE SPDR Kensho Future Security ETF 1.6 45 -38 3.2 -7.6
GERM ETFMG Treatments Testing and Advancements ETF 1.6 68 -61 -9.9 -20.6
MXI iShares Global Materials ETF 1.6 40 -33 9.6 -1.1
DWLD Davis Select Worldwide ETF 1.5 62 -55 8.8 -2.0
IQM Franklin Intelligent Machines ETF 1.4 50 -43 3.7 -7.0
BFIT Global X Health & Wellness ETF 1.4 50 -43 6.2 -4.6
FFND Future Fund Active ETF 1.4 101 -94 2.5 -8.2
JRNY ALPS Global Travel Beneficiaries ETF 1.4 65 -58 0.8 -9.9
BBP BioShares Biotechnology Products Fund 1.4 79 -72 -4.0 -14.7
XSW SPDR S&P Software & Services ETF 1.4 35 -28 2.6 -8.1
NETZ Engine No 1 Transform Climate ETF 1.4 75 -68 6.8 -4.0
SMOT VanEck Morningstar SMID Moat ETF 1.3 49 -42 8.9 -1.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.2 52 -45 6.6 -4.1
TPLC Timothy Plan US Large Cap Core ETF 1.2 52 -45 7.1 -3.7
HAIL SPDR S&P Kensho Smart Mobility ETF 1.2 45 -38 -4.3 -15.0
BYOB SoFi Be Your Own Boss ETF 1.2 59 -52 -3.3 -14.0
MINV Matthews Asia Innovators Active ETF 1.1 79 -72 2.5 -8.2
FDIG Fidelity Crypto Industry and Digital Payments ETF 1.1 39 -32 -0.3 -11.1
BUYZ Franklin Disruptive Commerce ETF 1.1 50 -43 2.2 -8.5
ARKW ARK Web x.0 ETF 1.1 83 -76 -5.2 -15.9
RYJ Invesco Raymond James SB-1 Equity ETF 1.1 81 -74 5.7 -5.1
AESR Anfield U.S. Equity Sector Rotation ETF 1.1 112 -105 5.6 -5.1
YPS Arrow Reverse Cap 500 ETF 1.1 29 -22 7.1 -3.6
PRAY FIS Biblically Responsible Risk Managed ETF 1.1 68 -61 6.4 -4.4
BNE Blue Horizon BNE ETF 1.0 87 -80 4.3 -6.5
VRAI Virtus Real Asset Income ETF 1.0 55 -48 8.5 -2.3
SYLD Cambria Shareholder Yield ETF 1.0 59 -52 13.5 +2.8
CVY Invesco Zacks Multi-Asset Income ETF 1.0 100 -93 11.9 +1.1
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ET 1.0 85 -78 1.0 -9.8
FMET Fidelity Metaverse ETF 0.9 39 -32 5.4 -5.4
MTVR Fount Metaverse ETF 0.9 70 -63 6.5 -4.2
LZRD Parabla Innovation ETF 0.9 69 -62 -5.2 -16.0
FLDZ RiverNorth Volition America Patriot ETF 0.9 70 -63 7.0 -3.7
XBI SPDR S&P BIOTECH ETF 0.8 35 -28 0.0 -10.7
FXG First Trust Consumer Staples AlphaDEX Fund 0.8 64 -57 7.4 -3.4
BMED BlackRock Future Health ETF 0.8 85 -78 2.0 -8.7
IMCB iShares Morningstar Mid-Cap ETF 0.8 4 3 7.3 -3.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.8 4 3 7.2 -3.5
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.8 31 -24 8.8 -1.9
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.7 20 -13 8.7 -2.0
GLIF AGFiQ Global Infrastructure ETF 0.6 45 -38 6.3 -4.4
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.6 45 -38 3.3 -7.4
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.5 61 -54 6.9 -3.8
WCEO Hypatia Women CEO ETF 0.5 85 -78 6.5 -4.3
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.3 64 -57 8.3 -2.4
BLES Inspire Global Hope Large Cap ETF 0.2 49 -42 7.7 -3.0

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

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RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

Forward
multiple:
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 24.4 %
Divided by: Fwd. P/BV 2.3 x
Less: Expense ratio 7 bp
Equals: ALTAR Score 10.7 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.67 CATEGORY
AVERAGE
1.50
 
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.