WisdomTree U.S. MidCap Dividend Fund
ALTAR
Score™
8.7% info Recommen-
dation
SPECULATIVE
2024E    2025E
P/E
ratio
12.1x P/Sales
ratio
1.3x
P/BV
ratio
1.7x Div.
yield
3.0%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
WisdomTree MidCap Dividend Fund seeks investment results that correspond to the performance of the WisdomTree MidCap Dividend Index. The Fund invests mid-cap companies that pay regular dividends.

FUND BASICS
Category US Equities
Fund Sponsor WisdomTree ETFs/USA
Website www.wisdomtree.com
Inception date Jun 16, 2006
Assets (mns) $3,482
Currency USD
Expense ratio 38 bp
Distributions Monthly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian Bank of New York Mellon
Weighting Dividend
Index replication Optimized
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 333
Wgt avg mkt cap (mns) $9,428
Large cap (>$10bn) 46.9%
Mid cap ($2-10bn) 52.7%
Small cap (<$2bn) 0.4%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
VIATRIS, INC. 1.2 %
PACKAGING CORP OF AMERICA 1.0 %
CONAGRA FOODS INC 0.9 %
CARLYLE GROUP/THE 0.9 %
FRANKLIN RESOURCES INC 0.9 %
VISTRA ENERGY CORP. 0.9 %
INTERNATIONAL PAPER CO 0.8 %
EVERGY, INC. 0.8 %
WP CAREY INC 0.8 %
SNAP-ON INC 0.8 %
Total 9.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 98.0 %
PUERTO RICO 0.3 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 29)
Year-to-date 1 year 5 years 10 years Since Incep.
1.2% 10.8% 8.2% 9.0% 8.9%

Market Correlations
versus... Beta R-squared
S&P500 0.91 75%
MSCI EAFE 0.93 73%
MSCI Emg. Mkts. 0.64 37%

Technical Indicators
Recent close $46.15
30d moving avg. $42.39
Annualized volatility 18.7%
Short interest (ETF) 0.0%
Short interest (Underlying) 3.2%
Relative strength (RSI) 70

Liquidity measures
Avg. volume (thou.) 159
Turnover 0.2%
Bid/Ask (% of price) 0.06%
ADV underlying (mns) $30,514

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 958 potential alternatives to the WisdomTree U.S. MidCap Dividend Fund ETF based on the alternatives' overlap in portfolio holdings with DON. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: DON Expense: 38 bp ALTAR Score™: 8.7%


ALTERNATIVE ETFs BASED ON OVERLAP WITH DON
Ticker Fund
Name
Overlap1
vs DON
(%)
Expense
ratio
(bp)
Savings
vs DON
(bp)
ALTAR
Score™
(%)
ALTAR
vs DON
(%)
RNMC First Trust Mid Cap US Equity Select ETF 49.6 60 -22 7.8 -0.9
SCHM Schwab U.S. Mid-Cap ETF 43.9 4 34 6.1 -2.5
EZM WisdomTree U.S. MidCap Fund 43.5 38 0 8.1 -0.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 42.9 4 34 6.0 -2.7
MDY SPDR S&P Midcap 400 ETF Trust 41.2 23 15 6.6 -2.1
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 40.6 3 35 6.8 -1.8
IJH iShares Core S&P Mid-Cap ETF 40.6 5 33 34.1 +25.5
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 40.2 29 9 9.1 +0.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 39.8 15 23 6.9 -1.8
IVOO Vanguard S&P Mid-Cap 400 ETF 39.7 10 28 6.8 -1.8
SFYX SoFi Next 500 ETF 38.8 0 38 5.5 -3.2
ONEY SPDR Russell 1000 Yield Focus ETF 38.4 20 18 10.1 +1.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 38.2 7 31 5.6 -3.1
VBR Vanguard Small Cap Value ETF 38.1 7 31 8.1 -0.5
XJH iShares ESG Screened S&P Mid-Cap ETF 36.5 12 26 6.6 -2.1
MDYV SPDR S&P 400 Mid Cap Value ETF 36.1 15 23 8.3 -0.4
IJJ iShares S&P Mid-Cap 400 Value ETF 36.1 18 20 8.2 -0.4
FNX First Trust Mid Cap Core AlphaDEX Fund 36.1 60 -22 6.0 -2.6
VB Vanguard Small-Cap ETF 34.9 5 33 5.2 -3.4
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 34.8 24 14 7.9 -0.7
FSMD Fidelity Small-Mid Multifactor ETF 33.6 15 23 7.1 -1.6
JHMM John Hancock Multifactor Mid Cap ETF 33.3 42 -4 6.5 -2.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 32.4 24 14 7.7 -1.0
FNK First Trust Mid Cap Value AlphaDEX Fund 31.8 70 -32 9.5 +0.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 31.8 15 23 7.6 -1.0
RWK Invesco S&P MidCap 400 Revenue ETF 31.8 39 -1 8.4 -0.2
ONEV SPDR Russell 1000 Low Volatility Focus ETF 31.1 20 18 7.8 -0.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 31.0 15 23 6.2 -2.5
IQSM IQ Candriam U.S. Mid Cap Equity ETF 30.9 15 23 6.0 -2.7
MIDE Xtrackers S&P MidCap 400 ESG ETF 30.2 15 23 7.3 -1.3
SMDY Syntax Stratified MidCap ETF 29.8 35 3 6.1 -2.5
ISCV iShares Morningstar Small Cap Value ETF 29.6 6 32 8.1 -0.6
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 28.4 80 -42 6.4 -2.3
SMMD iShares Russell 2500 ETF 27.9 15 23 5.8 -2.9
JHSC John Hancock Multifactor Small Cap ETF 27.9 42 -4 6.0 -2.7
USVT US Value ETF 27.5 49 -11 11.4 +2.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 27.4 17 21 5.3 -3.3
ISCB iShares Morningstar Small-Cap ETF 27.4 4 34 5.2 -3.5
MDYG SPDR S&P 400 Mid Cap Growth ETF 27.1 15 23 5.6 -3.1
IJK iShares S&P Mid-Cap 400 Growth ETF 27.1 17 21 5.6 -3.1
SMLF iShares U.S. SmallCap Equity Factor ETF 26.2 15 23 5.9 -2.8
GVLU Gotham 1000 Value ETF 26.0 50 -12 7.5 -1.1
AFMC First Trust Active Factor Mid Cap ETF 25.2 65 -27 7.6 -1.1
VXF Vanguard Extended Market ETF 24.6 6 32 3.8 -4.9
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 24.5 30 8 7.7 -0.9
FLDZ RiverNorth Patriot ETF 24.3 75 -37 5.9 -2.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 23.7 18 20 7.6 -1.1
EQAL Invesco Russell 1000 Equal Weight ETF 23.4 20 18 6.0 -2.7
IWS iShares Russell Mid-Cap Value ETF 23.3 23 15 6.5 -2.1
DEUS Xtrackers Russell US Multifactor ETF 23.3 17 21 6.9 -1.8
YPS Arrow Reverse Cap 500 ETF 22.9 29 9 6.5 -2.2
ONEO SPDR Russell 1000 Momentum Focus ETF 22.6 20 18 6.9 -1.7
FAB First Trust Multi Cap Value AlphaDEX Fund 22.3 67 -29 9.4 +0.7
JVAL JPMorgan U.S. Value Factor ETF 21.6 12 26 8.2 -0.4
DFAS Dimensional U.S. Small Cap ETF 21.1 26 12 5.8 -2.8
SCHA Schwab U.S. Small-Cap ETF 20.9 4 34 4.7 -4.0
DFAT Dimensional U.S. Targeted Value ETF 20.4 28 10 8.1 -0.5
WTV WisdomTree US Value Fund of Benef Interest 20.1 12 26 8.6 -0.1
IWR iShares Russell Midcap ETF 19.8 19 19 5.5 -3.1
ISMD Inspire Small/Mid Cap ETF 19.2 54 -16 6.0 -2.7
USMF WisdomTree U.S. Multifactor Fund 18.9 28 10 6.8 -1.9
STXK Strive Small-Cap ETF 18.6 18 20 5.1 -3.6
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 18.6 48 -10 5.5 -3.2
AUSF Global X Adaptive U.S. Factor ETF 18.4 27 11 7.7 -1.0
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 18.2 60 -22 9.8 +1.1
VFVA Vanguard U.S. Value Factor ETF 18.1 13 25 10.7 +2.1
XMLV Invesco S&P MidCap Low Volatility ETF 18.0 25 13 6.8 -1.9
BFOR ALPS Barron's 400 ETF 18.0 65 -27 7.2 -1.5
ISCG iShares Morningstar Small-Cap Growth ETF 17.6 6 32 2.3 -6.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 17.5 25 13 8.7 -0.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 17.3 60 -22 5.3 -3.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 17.2 52 -14 5.3 -3.4
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 17.1 58 -20 5.2 -3.4
BKSE BNY Mellon US Small Cap Core Equity ETF 16.8 4 34 5.4 -3.2
AVLV Avantis U.S. Large Cap Value ETF 16.5 15 23 7.5 -1.2
VBK Vanguard Small-Cap Growth ETF 16.1 7 31 1.4 -7.3
DVY iShares Select Dividend ETF 16.0 38 0 9.0 +0.3
IMCV iShares Morningstar Mid-Cap Value ETF 15.8 6 32 8.0 -0.7
TPHD Timothy Plan High Dividend Stock ETF 15.6 52 -14 6.4 -2.2
TPHE Timothy Plan High Dividend Stock Enhanced ETF 15.6 54 -16 6.4 -2.2
NUSC Nuveen ESG Small-Cap ETF 15.6 31 7 5.0 -3.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 15.4 70 -32 1.7 -7.0
SIZE iShares MSCI USA Size Factor ETF 15.2 15 23 5.9 -2.8
FNDA Schwab Fundamental US Small Co. Index ETF 15.0 25 13 6.5 -2.2
VFMF Vanguard U.S. Multifactor ETF 14.7 18 20 8.5 -0.2
EUSA iShares MSCI USA Equal Weighted ETF 14.6 9 29 5.9 -2.8
SDY SPDR S&P Dividend ETF 14.5 35 3 6.5 -2.2
ETHO Etho Climate Leadership U.S. ETF 14.3 47 -9 3.8 -4.8
DHS WisdomTree U.S. High Dividend Fund 14.1 38 0 9.0 +0.4
CFA VictoryShares US 500 Volatility Wtd ETF 14.1 35 3 5.8 -2.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 14.1 40 -2 5.8 -2.9
DFSV Dimensional US Small Cap Value ETF 14.0 31 7 8.7 +0.1
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 13.9 61 -23 6.0 -2.6
SIXL ETC 6 Meridian Low Beta Equity ETF 13.8 80 -42 5.1 -3.6
QDF FlexShares Quality Dividend Index Fund 13.6 37 1 4.9 -3.8
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 13.4 27 11 8.6 -0.1
FXO First Trust Financials AlphaDEX Fund 13.4 62 -24 9.4 +0.7
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 13.4 20 18 4.5 -4.2
REVS Columbia Research Enhanced Value ETF 13.0 19 19 7.8 -0.9
RSP Invesco S&P 500 Equal Weight ETF 13.0 20 18 6.1 -2.6
ROUS Hartford Multifactor US Equity ETF 12.9 19 19 6.3 -2.4
CZA Invesco Zacks Mid-Cap ETF 12.9 72 -34 6.2 -2.4
VOE Vanguard Mid-Cap Value ETF 12.8 7 31 7.4 -1.3
RPV Invesco S&P 500 Pure Value ETF 12.6 35 3 10.1 +1.4
FVD First Trust Value Line Dividend Index Fund 12.5 65 -27 5.9 -2.8
IMCB iShares Morningstar Mid-Cap ETF 12.5 4 34 6.0 -2.7
DSMC Distillate Small/Mid Cash Flow ETF 12.5 55 -17 11.5 +2.8
FLOW Global X U.S. Cash Flow Kings 100 ETF 12.4 25 13 11.1 +2.5
PY Principal Value ETF 12.1 15 23 7.5 -1.2
XMVM Invesco S&P MidCap Value with Momentum ETF 12.0 39 -1 11.1 +2.4
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 12.0 60 -22 5.0 -3.7
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 12.0 35 3 8.6 -0.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 11.9 38 0 8.5 -0.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 11.9 64 -26 1.9 -6.7
DFUV Dimensional US Marketwide Value ETF 11.8 22 16 7.6 -1.1
VIS Vanguard Industrials ETF 11.7 10 28 4.4 -4.3
AFLG First Trust Active Factor Large Cap ETF 11.7 55 -17 6.1 -2.6
VFQY Vanguard U.S. Quality Factor ETF 11.7 13 25 6.8 -1.9
VALQ American Century U.S. Quality Value ETF 11.7 29 9 7.2 -1.5
XMHQ Invesco S&P MidCap Quality ETF 11.5 25 13 6.4 -2.3
COWZ Pacer US Cash Cows 100 ETF 11.5 49 -11 10.8 +2.2
COWS Amplify Cash Flow Dividend Leaders ETF 11.5 0 38 12.4 +3.7
QDEF FlexShares Quality Dividend Defensive Index Fund 11.5 37 1 4.7 -3.9
FIDU Fidelity MSCI Industrial Index ETF 11.4 8 30 4.6 -4.1
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 11.3 12 26 5.4 -3.3
DFAC Dimensional U.S. Core Equity 2 ETF 11.3 17 21 5.5 -3.1
IFRA iShares U.S. Infrastructure ETF 11.3 30 8 6.4 -2.3
SYLD Cambria Shareholder Yield ETF 11.2 59 -21 11.5 +2.9
SSPY Syntax Stratified LargeCap ETF 11.2 30 8 6.4 -2.3
AVUV Avantis U.S. Small Cap Value ETF 11.2 25 13 10.0 +1.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 11.1 25 13 5.5 -3.2
CVY Invesco Zacks Multi-Asset Income ETF 11.0 106 -68 10.5 +1.8
FSMO Fidelity Small-Mid Cap Opportunities ETF 11.0 60 -22 6.7 -2.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 10.9 29 9 6.1 -2.6
AVUS Avantis U.S. Equity ETF 10.8 15 23 5.9 -2.7
SMOT VanEck Morningstar SMID Moat ETF 10.7 49 -11 7.0 -1.7
FTA First Trust Large Cap Value AlphaDEX Fund 10.6 59 -21 8.3 -0.4
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 10.4 15 23 10.2 +1.5
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 10.4 60 -22 7.8 -0.9
XMMO Invesco S&P MidCap Momentum ETF 10.4 34 4 5.2 -3.5
SPVM Invesco S&P 500 Value with Momentum ETF 10.3 39 -1 8.5 -0.1
FXD First Trust Consumer Discretionary AlphaDEX Fund 10.3 61 -23 4.7 -4.0
RFV Invesco S&P Midcap 400 Pure Value ETF 10.2 35 3 9.3 +0.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 9.9 9 29 5.8 -2.9
SPYD SPDR Portfolio S&P 500 High Dividend ETF 9.8 7 31 9.6 +1.0
IYJ iShares U.S. Industrials ETF 9.7 40 -2 4.7 -4.0
GRPM Invesco S&P MidCap 400 GARP ETF 9.6 35 3 9.8 +1.1
KBE SPDR S&P Bank ETF 9.5 35 3 11.3 +2.7
IWM iShares Russell 2000 ETF 9.5 19 19 3.5 -5.1
HDUS Hartford Disciplined US Equity ETF 9.5 19 19 6.1 -2.6
VTWO Vanguard Russell 2000 ETF 9.5 10 28 3.7 -5.0
QGRO American Century U.S. Quality Growth ETF 9.4 29 9 4.9 -3.8
STXV Strive 1000 Value ETF 9.4 18 20 7.9 -0.7
IWP iShares Russell Mid-Cap Growth ETF 9.4 23 15 3.5 -5.1
HOMZ Hoya Capital Housing ETF 9.4 30 8 7.9 -0.8
LSAF LeaderShares AlphaFactor US Core Equity ETF 9.3 75 -37 6.4 -2.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 9.2 20 18 6.5 -2.2
VAW Vanguard Materials ETF 9.2 10 28 6.5 -2.1
FMAT Fidelity MSCI Materials Index ETF 9.2 8 30 6.6 -2.0
DBLV AdvisorShares DoubleLine Value Equity ETF 9.2 90 -52 8.0 -0.7
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 9.2 29 9 7.2 -1.4
JMOM JPMorgan U.S. Momentum Factor ETF 9.1 12 26 4.6 -4.0
DFSU Dimensional US Sustainability Core 1 ETF 9.1 18 20 5.5 -3.2
DTD WisdomTree U.S. Total Dividend Fund 9.1 28 10 6.5 -2.2
TMFX Motley Fool Next Index ETF 9.0 50 -12 3.1 -5.5
IMCG iShares Morningstar Mid-Cap Growth ETF 9.0 6 32 4.0 -4.6
FEX First Trust Large Cap Core AlphaDEX Fund 9.0 59 -21 5.5 -3.2
FREL Fidelity MSCI Real Estate Index ETF 8.9 8 30 6.8 -1.9
SCHH Schwab U.S. REIT ETF 8.9 7 31 7.1 -1.5
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 8.9 60 -22 6.8 -1.9
VNQ Vanguard Real Estate ETF 8.9 12 26 6.8 -1.9
USRT iShares Core U.S. REIT ETF 8.9 8 30 7.1 -1.6
DFAR Dimensional US Real Estate ETF 8.9 19 19 6.9 -1.8
RFG Invesco S&P Midcap 400 Pure Growth ETF 8.8 35 3 5.4 -3.3
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 8.8 30 8 7.3 -1.3
RDIV Invesco S&P Ultra Dividend Revenue ETF 8.8 39 -1 10.8 +2.1
JQUA JPMorgan U.S. Quality Factor ETF 8.8 12 26 5.5 -3.2
VO Vanguard Mid-Cap ETF 8.7 4 34 5.7 -2.9
DFGR Dimensional Global Real Estate ETF 8.7 22 16 6.7 -1.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 8.6 39 -1 4.0 -4.7
IYR iShares U.S. Real Estate ETF 8.6 40 -2 6.6 -2.0
RBLD First Trust Alerian US NextGen Infrastructure ETF 8.6 65 -27 5.1 -3.5
VONV Vanguard Russell 1000 Value ETF 8.6 8 30 6.7 -2.0
OSCV Opus Small Cap Value ETF 8.6 79 -41 6.0 -2.6
IWD iShares Russell 1000 Value ETF 8.5 19 19 6.6 -2.1
NUMV Nuveen ESG Mid-Cap Value ETF 8.5 31 7 7.4 -1.2
VAMO Cambria Value & Momentum ETF 8.4 61 -23 10.0 +1.3
PKW Invesco Buyback Achievers ETF 8.4 62 -24 8.0 -0.7
LRGF iShares U.S. Equity Factor ETF 8.3 8 30 5.8 -2.9
BLES Inspire Global Hope ETF 8.3 61 -23 6.2 -2.4
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 8.2 11 27 7.1 -1.6
FRI First Trust S&P REIT Index Fund 8.2 50 -12 6.7 -2.0
REET iShares Global REIT ETF 8.2 14 24 6.9 -1.8
AVRE Avantis Real Estate ETF 8.2 17 21 6.3 -2.4
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 8.2 15 23 6.6 -2.0
RNLC First Trust Large Cap US Equity Select ETF 8.1 60 -22 6.0 -2.7
FNDB Schwab Fundamental US Broad Market Index ETF 8.1 25 13 6.9 -1.8
QQQJ Invesco NASDAQ Next Gen 100 ETF 8.1 15 23 4.5 -4.2
TTAC FCF US Quality ETF 8.1 59 -21 6.2 -2.4
DSTL Distillate US Fundamental Stability & Value ETF 8.0 39 -1 7.6 -1.1
SPDV AAM S&P 500 High Dividend Value ETF 8.0 29 9 10.6 +1.9
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 8.0 60 -22 8.5 -0.2
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 8.0 42 -4 7.3 -1.4
CSA VictoryShares US Small Cap Volatility Wtd ETF 8.0 35 3 7.4 -1.3
WCEO Hypatia Women CEO ETF 8.0 85 -47 5.6 -3.1
IGE iShares North American Natural Resources ETF 8.0 41 -3 7.2 -1.5
ITAN Sparkline Intangible Value ETF 7.9 50 -12 5.9 -2.8
TPSC Timothy Plan US Small Cap Core ETF 7.9 52 -14 7.3 -1.3
IWN iShares Russell 2000 Value ETF 7.9 24 14 5.6 -3.1
VTWV Vanguard Russell 2000 Value ETF 7.8 15 23 5.7 -2.9
VLU SPDR S&P 1500 Value Tilt ETF 7.8 12 26 7.1 -1.5
VLUE iShares MSCI USA Value Factor ETF 7.7 15 23 10.6 +1.9
ERET iShares Environmentally Aware Real Estate ETF 7.6 30 8 6.9 -1.8
VFMO Vanguard U.S. Momentum Factor ETF 7.6 13 25 2.7 -6.0
PRF Invesco FTSE RAFI US 1000 ETF 7.5 39 -1 6.5 -2.1
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 7.5 69 -31 8.5 -0.2
VPU Vanguard Utilities ETF 7.5 10 28 6.7 -2.0
FUTY Fidelity MSCI Utilities Index ETF 7.5 8 30 6.7 -2.0
RWO SPDR Dow Jones Global Real Estate ETF 7.5 50 -12 6.4 -2.2
RWR SPDR Dow Jones REIT ETF 7.5 25 13 6.7 -1.9
ULVM VictoryShares US Value Momentum ETF 7.5 20 18 7.4 -1.3
FNDX Schwab Fundamental US Large Co. Index ETF 7.4 25 13 6.9 -1.8
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 7.4 50 -12 8.3 -0.4
FUNL CornerCap Fundametrics Large-Cap ETF 7.4 50 -12 6.7 -1.9
FDIV MarketDesk Focused U.S. Dividend ETF 7.4 35 3 8.6 -0.1
DIVB iShares Core Dividend ETF 7.4 5 33 7.9 -0.7
PSC Principal U.S. Small-Cap ETF 7.3 38 0 7.7 -0.9
PPTY US Diversified Real Estate ETF 7.3 53 -15 6.6 -2.0
QDIV Global X S&P 500 Quality Dividend ETF 7.2 20 18 8.8 +0.2
KRE SPDR S&P Regional Banking ETF 7.1 35 3 11.6 +2.9
IAT iShares U.S. Regional Banks ETF 7.1 40 -2 11.2 +2.5
KRUZ Unusual Whales Subversive Republican Trading ETF 7.1 75 -37 4.7 -4.0
DEW WisdomTree Global High Dividend Fund 7.0 58 -20 9.1 +0.5
JHML John Hancock Multifactor Large Cap ETF 7.0 29 9 5.5 -3.2
IYF iShares U.S. Financials ETF 7.0 40 -2 6.3 -2.4
MAGA Point Bridge America First ETF 6.9 72 -34 6.3 -2.4
WLDR Affinity World Leaders Equity ETF 6.9 67 -29 8.4 -0.3
FNCL Fidelity MSCI Financials Index ETF 6.8 8 30 6.4 -2.2
IUS Invesco RAFI Strategic US ETF 6.8 19 19 7.1 -1.5
IUSV iShares Core S&P US Value ETF 6.7 4 34 6.8 -1.9
AIVL WisdomTree U.S. AI Enhanced Value Fund 6.7 38 0 6.8 -1.8
VFH Vanguard Financials ETF 6.7 10 28 6.4 -2.2
VRAI Virtus Real Asset Income ETF 6.7 55 -17 8.7 -0.0
FDWM Fidelity Women's Leadership ETF 6.7 59 -21 4.7 -3.9
FDIS Fidelity MSCI Consumer Discretionary Index ETF 6.7 8 30 4.4 -4.2
PEY Invesco High Yield Equity Dividend Achievers ETF 6.6 52 -14 8.5 -0.2
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 6.6 56 -18 5.0 -3.7
IDU iShares U.S. Utilities ETF 6.6 40 -2 5.9 -2.8
FCPI Fidelity Stocks for Inflation ETF 6.6 15 23 8.7 +0.1
VCR Vanguard Consumer Discretionary ETF 6.5 10 28 4.3 -4.4
SCHV Schwab U.S. Large-Cap Value ETF 6.5 4 34 6.6 -2.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 6.5 20 18 6.2 -2.4
GLRY Inspire Faithward Mid Cap Momentum ETF 6.4 80 -42 8.0 -0.7
HLGE Hartford Longevity Economy ETF 6.4 44 -6 6.3 -2.3
FLQS Franklin U.S. Small Cap Multifactor Index ETF 6.3 35 3 7.2 -1.4
FLRG Fidelity U.S. Multifactor ETF 6.3 15 23 6.9 -1.8
FDL First Trust Morningstar Dividend Leaders Index Fund 6.3 45 -7 10.0 +1.4
IYC iShares U.S. Consumer Discretionary ETF 6.2 40 -2 3.5 -5.2
DFAU Dimensional US Core Equity Market ETF 6.2 12 26 5.2 -3.5
IEDI iShares U.S. Consumer Focused ETF 6.2 18 20 4.5 -4.2
FLQL Franklin LibertyQ U.S. Equity ETF 6.1 15 23 5.8 -2.9
FTXO First Trust Nasdaq Bank ETF 6.1 60 -22 10.5 +1.9
RFDA RiverFront Dynamic US Dividend Advantage ETF 6.1 52 -14 6.6 -2.1
JSTC Adasina Social Justice All Cap Global ETF 6.1 89 -51 4.5 -4.1
KBWR Invesco KBW Regional Banking ETF 6.1 35 3 10.7 +2.0
SPVU Invesco S&P 500 Enhanced Value ETF 6.1 13 25 9.5 +0.8
CRED Columbia Research Enhanced Real Estate ETF 6.1 33 5 7.2 -1.5
HKND Humankind US Stock ETF 6.0 11 27 6.7 -1.9
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 6.0 35 3 5.2 -3.5
DVLU First Trust Dorsey Wright Momentum & Value ETF 6.0 60 -22 10.0 +1.4
VSDA VictoryShares Dividend Accelerator ETF 6.0 35 3 5.9 -2.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 5.9 19 19 6.4 -2.3
JHDV John Hancock U.S. High Dividend ETF 5.9 34 4 6.3 -2.3
TXS Texas Capital Texas Equity Index ETF 5.8 49 -11 5.5 -3.2
QLV FlexShares US Quality Low Volatility Index Fund 5.8 22 16 5.0 -3.7
VYM Vanguard High Dividend Yield Index ETF 5.8 6 32 7.4 -1.3
DFLV Dimensional US Large Cap Value ETF 5.8 22 16 7.9 -0.7
DGRW WisdomTree US Quality Dividend Growth Fund 5.8 28 10 6.0 -2.7
REAI Intelligent Real Estate ETF 5.8 59 -21 7.4 -1.2
ROE Astoria US Quality Kings ETF 5.7 49 -11 7.8 -0.9
RECS Columbia Research Enhanced Core ETF 5.6 15 23 5.4 -3.2
FXU First Trust Utilities AlphaDEX Fund 5.6 64 -26 6.7 -2.0
RDVY First Trust Rising Dividend Achievers ETF 5.5 50 -12 9.0 +0.4
GQRE FlexShares Global Quality Real Estate Index Fund 5.5 45 -7 6.6 -2.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 5.4 35 3 6.9 -1.8
AFSM First Trust Active Factor Small Cap ETF 5.4 75 -37 7.6 -1.1
SCHD Schwab US Dividend Equity ETF 5.4 6 32 8.2 -0.5
RSPN Invesco S&P 500 Equal Weight Industrials ETF 5.4 40 -2 3.6 -5.1
IYG iShares US Financial Services ETF 5.4 40 -2 5.8 -2.9
DGRO iShares Core Dividend Growth ETF 5.4 8 30 6.5 -2.2
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 5.4 30 8 9.9 +1.2
UDI USCF Dividend Income Fund 5.4 65 -27 7.2 -1.5
IWO iShares Russell 2000 Growth ETF 5.4 24 14 1.4 -7.3
VTWG Vanguard Russell 2000 Growth ETF 5.4 15 23 1.6 -7.1
HAP VanEck Natural Resources ETF 5.3 50 -12 8.9 +0.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 5.3 20 18 4.9 -3.7
PFM Invesco Dividend Achievers ETF 5.2 53 -15 5.6 -3.1
RYJ Invesco Raymond James SB-1 Equity ETF 5.2 75 -37 2.9 -5.8
FPRO Fidelity Real Estate Investment ETF 5.2 59 -21 5.6 -3.1
SDOG ALPS Sector Dividend Dogs ETF 5.2 36 2 9.5 +0.9
FXZ First Trust Materials AlphaDEX Fund 5.2 61 -23 10.2 +1.5
KIE SPDR S&P Insurance ETF 5.2 35 3 6.4 -2.3
SPHB Invesco S&P 500 High Beta ETF 5.2 25 13 4.6 -4.1
FENY Fidelity MSCI Energy Index ETF 5.2 8 30 7.7 -1.0
FVAL Fidelity Value Factor ETF 5.1 15 23 7.0 -1.7
VTI Vanguard Total Stock Market ETF 5.1 3 35 4.9 -3.7
SRHQ SRH U.S. Quality ETF 5.1 35 3 7.7 -1.0
CVAR Cultivar ETF 5.0 87 -49 7.1 -1.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 5.0 3 35 5.0 -3.7
IWV iShares Russell 3000 ETF 5.0 20 18 4.8 -3.8
BUL Pacer US Cash Cows Growth ETF 5.0 60 -22 6.3 -2.4
SCHB Schwab U.S. Broad Market ETF 5.0 3 35 5.0 -3.6
VTHR Vanguard Russell 3000 ETF 5.0 10 28 4.9 -3.7
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 5.0 3 35 5.3 -3.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 5.0 65 -27 4.2 -4.5
IYM iShares U.S. Basic Materials ETF 5.0 40 -2 6.8 -1.8
DRLL Strive U.S. Energy ETF 5.0 41 -3 7.3 -1.3
SCHK Schwab 1000 Index ETF 5.0 5 33 5.1 -3.6
FOVL iShares Focused Value Factor ETF 5.0 25 13 10.0 +1.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 5.0 9 29 5.6 -3.0
HAPY Harbor Human Capital Factor Unconstrained ETF 5.0 50 -12 3.3 -5.4
EVUS iShares ESG Aware MSCI USA Value ETF 5.0 18 20 6.7 -2.0
PDP Invesco Dorsey Wright Momentum ETF 4.9 62 -24 3.4 -5.3
VUSE Vident U.S. Equity Strategy ETF 4.9 50 -12 4.4 -4.3
NUDV Nuveen ESG Dividend ETF 4.9 26 12 7.5 -1.2
SMCP AlphaMark Actively Managed Small Cap ETF 4.9 90 -52 0.0 -8.7
IAK iShares U.S. Insurance ETF 4.8 40 -2 6.2 -2.5
IYY iShares Dow Jones U.S. ETF 4.8 20 18 4.9 -3.8
FMIL Fidelity New Millennium ETF 4.8 59 -21 4.0 -4.7
AIEQ AI Powered Equity ETF 4.8 75 -37 5.4 -3.2
KOMP SPDR S&P Kensho New Economies Composite ETF 4.8 20 18 2.0 -6.7
BIBL Inspire 100 ETF 4.8 35 3 4.7 -4.0
SVAL iShares US Small Cap Value Factor ETF 4.8 20 18 11.2 +2.6
BTHM BlackRock Future U.S. Themes ETF 4.7 60 -22 4.5 -4.2
VDE Vanguard Energy ETF 4.6 10 28 7.7 -1.0
KCE SPDR S&P Capital Markets ETF 4.6 35 3 6.8 -1.9
IWB iShares Russell 1000 ETF 4.6 15 23 5.0 -3.7
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 4.6 15 23 6.7 -1.9
PEXL Pacer US Export Leaders ETF 4.6 60 -22 5.2 -3.5
VONE Vanguard Russell 1000 ETF 4.6 8 30 5.0 -3.6
VIG Vanguard Dividend Appreciation ETF 4.6 6 32 5.6 -3.0
PAVE Global X U.S. Infrastructure Development ETF 4.6 47 -9 5.4 -3.3
DFUS Dimensional U.S. Equity ETF 4.6 9 29 5.0 -3.7
PUI Invesco Dorsey Wright Utilities Momentum ETF 4.6 60 -22 6.6 -2.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 4.6 95 -57 1.5 -7.2
ESGV Vanguard ESG U.S. Stock ETF 4.5 9 29 4.8 -3.8
WBIY WBI Power Factor High Dividend ETF 4.5 100 -62 11.1 +2.4
RSPM Invesco S&P 500 Equal Weight Materials ETF 4.5 40 -2 7.7 -1.0
XLB Materials Select Sector SPDR Fund 4.5 9 29 5.9 -2.8
MBOX Freedom Day Dividend ETF 4.4 39 -1 7.9 -0.8
QVAL Alpha Architect US Quantitative Value ETF 4.4 39 -1 10.0 +1.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 4.3 11 27 5.1 -3.6
IJR iShares Core S&P Small Cap ETF 4.3 6 32 7.8 -0.9
SPSM SPDR Portfolio S&P 600 Small Cap ETF 4.3 3 35 7.8 -0.8
ICF iShares Cohen & Steers REIT ETF 4.3 33 5 6.4 -2.3
ECLN First Trust EIP Carbon Impact ETF 4.2 96 -58 5.7 -3.0
STXD Strive 1000 Dividend Growth ETF 4.1 35 3 5.2 -3.4
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 4.1 79 -41 6.2 -2.5
USMV iShares MSCI USA Min Vol Factor ETF 4.0 15 23 6.0 -2.7
KONG Formidable Fortress ETF 4.0 89 -51 6.0 -2.7
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 4.0 8 30 6.0 -2.7
VDC Vanguard Consumer Staples ETF 3.9 10 28 5.9 -2.8
XOP SPDR S&P Oil & Gas Exploration & Production ETF 3.9 35 3 12.1 +3.5
IEO iShares U.S. Oil & Gas Exploration & Production ETF 3.9 40 -2 10.4 +1.7
GNR SPDR S&P Global Natural Resources ETF 3.9 40 -2 9.9 +1.3
XLI Industrial Select Sector SPDR Fund 3.9 9 29 4.3 -4.4
LCLG Logan Capital Broad Innovative Growth ETF 3.9 99 -61 4.5 -4.2
IQRA IQ CBRE Real Assets ETF 3.9 65 -27 5.8 -2.9
SPGP Invesco S&P 500 GARP ETF 3.9 34 4 8.5 -0.2
SMRI Bushido Capital US Equity ETF 3.9 71 -33 10.6 +1.9
FTC First Trust Large Cap Growth AlphaDEX Fund 3.8 59 -21 2.6 -6.1
FXG First Trust Consumer Staples AlphaDEX Fund 3.8 63 -25 7.0 -1.6
VIOO Vanguard S&P Small-Cap 600 ETF 3.8 10 28 7.6 -1.0
ECML Euclidean Fundamental Value ETF 3.8 95 -57 9.0 +0.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 3.8 14 24 5.2 -3.5
FQAL Fidelity Quality Factor ETF 3.8 15 23 5.6 -3.0
NANC Unusual Whales Subversive Democratic Trading ETF 3.7 75 -37 3.6 -5.0
QQQN VictoryShares Nasdaq Next 50 ETF 3.7 18 20 4.1 -4.5
IVEG iShares Emergent Food and AgTech Multisector ETF 3.7 47 -9 8.0 -0.6
IYK iShares U.S. Consumer Staples ETF 3.7 40 -2 6.5 -2.2
NURE Nuveen Short-Term REIT ETF 3.7 35 3 5.9 -2.8
MXI iShares Global Materials ETF 3.7 41 -3 6.8 -1.8
IVE iShares S&P 500 Value ETF 3.7 18 20 6.6 -2.1
SPYV SPDR Portfolio S&P 500 Value ETF 3.6 4 34 6.7 -2.0
PRAY FIS Christian Stock Fund 3.6 69 -31 5.7 -3.0
SCHX Schwab U.S. Large-Cap ETF 3.6 3 35 5.1 -3.6
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 3.6 49 -11 5.1 -3.6
MMTM SPDR S&P 1500 Momentum Tilt ETF 3.6 12 26 4.3 -4.4
NDIV Amplify Natural Resources Dividend Income ETF 3.6 59 -21 10.7 +2.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 3.6 39 -1 9.0 +0.4
SAGP Strategas Global Policy Opportunities ETF 3.6 65 -27 4.4 -4.3
XHB SPDR S&P Homebuilders ETF 3.6 35 3 8.0 -0.6
FTXN First Trust Nasdaq Oil & Gas ETF 3.5 60 -22 8.2 -0.4
CUT Invesco MSCI Global Timber ETF 3.5 61 -23 8.5 -0.2
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 3.5 49 -11 10.8 +2.1
ESGS Columbia U.S. ESG Equity Income ETF 3.5 35 3 6.3 -2.3
ILCV iShares Morningstar Value ETF 3.5 4 34 6.7 -2.0
RSPF Invesco S&P 500 Equal Weight Financials ETF 3.5 40 -2 7.1 -1.6
SNPV Xtrackers S&P 500 Value ESG ETF 3.5 15 23 6.5 -2.2
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 3.5 12 26 7.2 -1.4
QUS SPDR MSCI USA StrategicFactors ETF 3.5 15 23 5.9 -2.8
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 3.5 40 -2 6.8 -1.9
XLRE Real Estate Select Sector SPDR Fund 3.5 9 29 6.5 -2.2
FSST Fidelity Sustainable U.S. Equity ETF 3.4 59 -21 4.7 -4.0
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 3.4 60 -22 0.9 -7.8
RWL Invesco S&P 500 Revenue ETF 3.4 39 -1 6.5 -2.1
RUNN Running Oak Efficient Growth ETF 3.4 58 -20 4.6 -4.1
PSR Invesco Active U.S. Real Estate Fund 3.4 35 3 7.3 -1.4
VNMC Natixis Vaughan Nelson Mid Cap ETF 3.4 85 -47 5.1 -3.6
FLV American Century Focused Large Cap Value ETF 3.4 42 -4 6.5 -2.2
SPLV Invesco S&P 500 Low Volatility ETF 3.4 25 13 5.9 -2.8
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.4 25 13 6.0 -2.7
ALTL Pacer Lunt Large Cap Alternator ETF 3.4 60 -22 4.4 -4.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 3.4 75 -37 4.6 -4.1
USXF iShares ESG Advanced MSCI USA ETF 3.4 10 28 4.8 -3.9
RSPU Invesco S&P 500 Equal Weight Utilities ETF 3.3 40 -2 6.9 -1.8
XLU Utilities Select Sector SPDR Fund 3.3 9 29 6.7 -1.9
FCG First Trust Natural Gas ETF 3.3 60 -22 11.4 +2.7
EMLP First Trust North American Energy Infrastructure Fund 3.3 95 -57 5.6 -3.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 3.3 15 23 7.9 -0.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 3.3 18 20 6.2 -2.5
PFI Invesco Dorsey Wright Financial Momentum ETF 3.3 60 -22 6.1 -2.5
IJT iShares S&P Small-Cap 600 Growth ETF 3.3 18 20 6.6 -2.1
SLYG SPDR S&P 600 Small Cap Growth ETF 3.3 15 23 6.6 -2.1
FBCV Fidelity Blue Chip Value ETF 3.3 59 -21 7.0 -1.7
BLDG Cambria Global Real Estate ETF 3.3 60 -22 9.3 +0.6
XRT SPDR S&P Retail ETF 3.3 35 3 8.2 -0.5
IUSG iShares Core S&P U.S. Growth ETF 3.3 4 34 4.4 -4.3
IPDP Dividend Performers ETF 3.3 122 -84 4.6 -4.1
EQUL IQ Engender Equality ETF 3.2 45 -7 6.6 -2.0
RITA ETFB Green SRI REITs ETF 3.2 50 -12 5.9 -2.8
ROOF IQ CBRE NextGen Real Estate ETF 3.2 60 -22 7.5 -1.2
FDMO Fidelity Momentum Factor ETF 3.2 15 23 3.4 -5.3
SSLY Syntax Stratified SmallCap ETF 3.2 40 -2 7.2 -1.4
JXI iShares Global Utilities ETF 3.1 43 -5 7.0 -1.6
VT Vanguard Total World Stock ETF 3.1 7 31 5.0 -3.7
VOT Vanguard Mid-Cap Growth ETF 3.1 7 31 4.0 -4.7
GDEF Goldman Sachs Defensive Equity ETF 3.1 55 -17 4.3 -4.3
XJR iShares ESG Screened S&P Small-Cap ETF 3.1 12 26 7.5 -1.2
JRE Janus Henderson U.S. Real Estate ETF 3.1 65 -27 6.2 -2.5
QLC FlexShares US Quality Large Cap Index Fund 3.1 25 13 5.5 -3.2
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 3.1 40 -2 6.7 -2.0
VOOV Vanguard S&P 500 Value ETF 3.1 10 28 5.5 -3.1
REZ iShares Residential and Multisector Real Estate ETF 3.0 48 -10 6.3 -2.4
JRNY ALPS Global Travel Beneficiaries ETF 3.0 65 -27 0.5 -8.2
TPYP Tortoise North American Pipeline Fund 3.0 40 -2 5.6 -3.1
FDVV Fidelity High Dividend ETF 3.0 15 23 8.6 -0.1
GINN Goldman Sachs Innovate Equity ETF 3.0 52 -14 2.8 -5.9
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 2.9 40 -2 4.6 -4.1
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.9 52 -14 6.9 -1.8
ESGU iShares ESG Aware MSCI USA ETF 2.9 15 23 5.0 -3.7
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.9 15 23 4.7 -4.0
APUE ActivePassive U.S. Equity ETF 2.9 45 -7 4.9 -3.8
FILL iShares MSCI Global Energy Producers ETF 2.9 39 -1 10.0 +1.3
FTXR First Trust Nasdaq Transportation ETF 2.8 60 -22 5.5 -3.2
JAVA JPMorgan Active Value ETF 2.8 44 -6 6.6 -2.1
ITB iShares U.S. Home Construction ETF 2.8 40 -2 10.1 +1.5
FDLO Fidelity Low Volatility Factor ETF 2.8 15 23 5.4 -3.3
ONEQ Fidelity Nasdaq Composite Index ETF 2.8 21 17 3.6 -5.0
TDIV First Trust NASDAQ Technology Dividend Index Fund 2.8 50 -12 5.7 -3.0
CGUS Capital Group Core Equity ETF 2.8 33 5 4.6 -4.0
LUXX Roundhill S&P Global Luxury ETF 2.8 45 -7 2.4 -6.2
DIVY Sound Equity Dividend Income ETF 2.8 45 -7 11.2 +2.5
ILCB iShares Morningstar U.S. Equity ETF 2.7 3 35 5.1 -3.6
UTES Virtus Reaves Utilities ETF 2.7 49 -11 6.2 -2.5
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.7 39 -1 4.1 -4.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.7 25 13 5.9 -2.8
DSI iShares MSCI KLD 400 Social ETF 2.7 25 13 5.0 -3.7
EPS WisdomTree U.S. LargeCap Fund 2.7 8 30 6.2 -2.5
ACTV LeaderShares Activist Leaders ETF 2.7 75 -37 7.9 -0.8
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.6 15 23 6.7 -2.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.6 20 18 4.9 -3.8
FIW First Trust Water ETF 2.6 53 -15 4.4 -4.3
PHO Invesco Water Resources ETF 2.6 60 -22 4.2 -4.4
VTV Vanguard Value ETF 2.6 4 34 7.0 -1.7
QUAL iShares MSCI USA Quality Factor ETF 2.6 15 23 5.2 -3.5
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.6 60 -22 4.9 -3.8
ACWV iShares MSCI Global Min Vol Factor ETF 2.6 20 18 6.6 -2.1
RAFE PIMCO RAFI ESG U.S. ETF 2.6 29 9 6.9 -1.7
IVRA Invesco Real Assets ESG ETF 2.6 59 -21 7.3 -1.4
NULV Nuveen ESG Large-Cap Value ETF 2.6 26 12 7.2 -1.5
DUHP Dimensional US High Profitability ETF 2.5 21 17 6.8 -1.8
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.5 15 23 5.0 -3.7
PXE Invesco Energy Exploration & Production ETF 2.5 60 -22 15.6 +7.0
GDIV Harbor Dividend Growth Leaders ETF 2.5 50 -12 6.0 -2.7
FDRR Fidelity Dividend ETF for Rising Rates 2.5 15 23 7.0 -1.7
JPRE JPMorgan Realty Income ETF 2.5 50 -12 6.4 -2.3
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 2.5 60 -22 7.8 -0.9
KRMA Global X Conscious Companies ETF 2.5 43 -5 5.6 -3.1
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 2.4 35 3 9.0 +0.4
EXI iShares Global Industrials ETF 2.4 42 -4 4.7 -4.0
DIV Global X SuperDividend US ETF 2.4 45 -7 9.0 +0.4
HAUS Residential REIT ETF 2.4 60 -22 6.2 -2.5
IYE iShares U.S. Energy ETF 2.4 40 -2 7.3 -1.3
IBUY Amplify Online Retail ETF 2.4 65 -27 1.6 -7.1
MGMT Ballast Small/Mid Cap ETF 2.4 110 -72 7.7 -1.0
CCSO Carbon Collective Climate Solutions US Equity ETF 2.4 35 3 2.2 -6.5
PKB Invesco Building & Construction ETF 2.4 62 -24 7.3 -1.4
PBUS Invesco MSCI USA ETF 2.4 4 34 5.1 -3.6
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.4 60 -22 4.2 -4.5
ICAP InfraCap Equity Income Fund ETF 2.4 171 -133 6.8 -1.9
ZIG Acquirers Fund 2.4 84 -46 13.5 +4.8
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 2.4 60 -22 6.3 -2.4
XLP Consumer Staples Select Sector SPDR Fund 2.3 9 29 6.0 -2.7
NETL NETLease Corporate Real Estate ETF 2.3 60 -22 9.4 +0.8
CSMD Congress SMid Growth ETF 2.3 69 -31 3.8 -4.9
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.3 35 3 6.9 -1.8
DURA VanEck Durable High Dividend ETF 2.3 29 9 7.7 -1.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.3 10 28 5.3 -3.4
QWLD SPDR MSCI World StrategicFactors ETF 2.3 30 8 6.0 -2.7
STXG Strive 1000 Growth ETF 2.2 18 20 4.0 -4.7
BOUT Innovator IBD Breakout Opportunities ETF 2.2 81 -43 4.1 -4.6
SUSA iShares MSCI USA ESG Select ETF 2.2 25 13 5.1 -3.6
FXN First Trust Energy AlphaDEX Fund 2.2 62 -24 4.1 -4.6
GSPY Gotham Enhanced 500 ETF 2.2 50 -12 5.2 -3.4
KBWY Invesco KBW Premium Yield Equity REIT ETF 2.2 35 3 19.9 +11.2
SXQG ETC 6 Meridian Quality Growth ETF 2.2 100 -62 3.9 -4.7
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 2.2 46 -8 9.7 +1.0
GLIF AGF Global Infrastructure ETF 2.2 45 -7 5.6 -3.0
CHGX AXS Change Finance ESG ETF 2.2 49 -11 4.8 -3.8
FTWO Strive FAANG 2.0 ETF 2.2 49 -11 5.3 -3.4
SPRE SP Funds S&P Global REIT Sharia ETF 2.2 55 -17 4.9 -3.7
GLOF iShares Global Equity Factor ETF 2.2 20 18 7.1 -1.6
MOTE VanEck Morningstar ESG Moat ETF 2.2 49 -11 4.9 -3.8
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.2 15 23 8.6 -0.1
PXI Invesco Dorsey Wright Energy Momentum ETF 2.2 60 -22 8.2 -0.4
FCOM Fidelity MSCI Communication Services Index ETF 2.1 8 30 4.7 -4.0
DFND Siren DIVCON Dividend Defender ETF 2.1 189 -151 3.7 -5.0
LEAD Siren DIVCON Leaders Dividend ETF 2.1 43 -5 4.8 -3.8
INDS Pacer Industrial Real Estate ETF 2.1 55 -17 5.6 -3.1
FXH First Trust Health Care AlphaDEX Fund 2.1 62 -24 6.5 -2.2
XLY Consumer Discretionary Select Sector SPDR Fund 2.1 9 29 4.5 -4.2
IJS iShares S&P Small-Cap 600 Value ETF 2.1 18 20 8.9 +0.2
SLYV SPDR S&P 600 Small Cap Value ETF 2.1 15 23 9.0 +0.3
MOAT VanEck Morningstar Wide Moat ETF 2.1 46 -8 5.7 -3.0
RIET Hoya Capital High Dividend Yield ETF 2.1 50 -12 14.2 +5.6
OALC OneAscent Large Cap Core ETF 2.1 86 -48 5.8 -2.9
VEGI iShares MSCI Agriculture Producers ETF 2.1 39 -1 9.4 +0.7
CATH Global X S&P 500 Catholic Values Custom ETF 2.1 29 9 5.0 -3.7
PPA Invesco Aerospace & Defense ETF 2.1 58 -20 3.6 -5.1
KBWD Invesco KBW High Dividend Yield Financial ETF 2.1 384 -346 8.8 +0.2
BEDZ AdvisorShares Hotel ETF 2.0 100 -62 2.8 -5.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.0 2 36 5.1 -3.6
RAYD Rayliant Quantitative Developed Market Equity ETF 2.0 80 -42 4.4 -4.2
DEMZ Democratic Large Cap Core ETF 2.0 45 -7 4.0 -4.7
HDV iShares Core High Dividend ETF 2.0 8 30 8.5 -0.1
VEGN US Vegan Climate ETF 2.0 60 -22 4.4 -4.3
ILCG iShares Morningstar Growth ETF 2.0 4 34 3.8 -4.8
GURU Global X Guru Index ETF 2.0 75 -37 3.7 -5.0
VOX Vanguard Communication Services ETF 2.0 10 28 5.0 -3.7
FTXG First Trust Nasdaq Food & Beverage ETF 2.0 60 -22 6.0 -2.7
SMLE Xtrackers S&P SmallCap 600 ESG ETF 2.0 15 23 7.3 -1.4
ESIX SPDR S&P SmallCap 600 ESG ETF 2.0 12 26 7.3 -1.3
FXL First Trust Technology AlphaDEX Fund 2.0 61 -23 3.7 -5.0
DARP Grizzle Growth ETF 2.0 75 -37 4.9 -3.8
PSET Principal Quality ETF 2.0 15 23 5.4 -3.3
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 2.0 60 -22 4.3 -4.4
VFMV Vanguard U.S. Minimum Volatility ETF 2.0 13 25 5.2 -3.5
NUMG Nuveen ESG Mid-Cap Growth ETF 2.0 31 7 3.3 -5.3
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.9 10 28 4.6 -4.1
CRUZ Defiance Hotel Airline and Cruise ETF 1.9 45 -7 -4.0 -12.6
MDCP VictoryShares THB Mid Cap ESG ETF 1.9 55 -17 5.0 -3.7
BYRE Principal Real Estate Active Opportunities ETF 1.9 65 -27 5.8 -2.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.9 10 28 4.5 -4.1
SPLG SPDR Portfolio S&P 500 ETF 1.9 2 36 5.1 -3.5
IVV iShares Core S&P 500 ETF 1.9 3 35 5.1 -3.5
MVPS Amplify Thematic All-Stars ETF 1.9 49 -11 1.5 -7.2
SPY SPDR S&P 500 ETF Trust 1.9 9 29 5.1 -3.6
LCF Touchstone US Large Cap Focused ETF 1.9 69 -31 4.4 -4.3
FITE SPDR S&P Kensho Future Security ETF 1.9 45 -7 3.1 -5.5
EBLU Ecofin Global Water ESG Fund 1.9 40 -2 4.0 -4.7
VOO Vanguard S&P 500 ETF 1.9 3 35 5.2 -3.5
KBWB Invesco KBW Bank ETF 1.9 35 3 9.6 +0.9
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.9 20 18 4.9 -3.8
TOK iShares MSCI Kokusai ETF 1.8 26 12 5.2 -3.5
XSHQ Invesco S&P SmallCap Quality ETF 1.8 29 9 9.4 +0.8
RSPH Invesco S&P 500 Equal Weight Health Care ETF 1.8 40 -2 6.7 -2.0
KOKU Xtrackers MSCI Kokusai Equity ETF 1.8 9 29 5.3 -3.3
QVML Invesco S&P 500 QVM Multi-factor ETF 1.8 11 27 5.0 -3.6
YUMY VanEck Future of Food ETF 1.8 69 -31 5.0 -3.7
XVV iShares ESG Screened S&P 500 ETF 1.8 8 30 4.9 -3.7
GVIP Goldman Sachs Hedge Industry VIP ETF 1.8 45 -7 4.5 -4.1
ROSC Hartford Multifactor Small Cap ETF 1.8 34 4 9.7 +1.1
AIRR First Trust RBA American Industrial Renaissance ETF 1.8 70 -32 5.2 -3.5
URTH iShares MSCI World ETF 1.8 24 14 5.3 -3.4
XSMO Invesco S&P SmallCap Momentum ETF 1.7 39 -1 7.2 -1.5
XTN SPDR S&P Transportation ETF 1.7 35 3 1.8 -6.9
IYT iShares US Transportation ETF 1.7 40 -2 1.9 -6.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.7 10 28 4.9 -3.7
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 1.7 40 -2 5.4 -3.3
JOET Virtus Terranova US Quality Momentum ETF 1.7 29 9 4.9 -3.8
DVND Touchstone Dividend Select ETF 1.7 67 -29 6.2 -2.4
CGGR Capital Group Growth ETF 1.7 39 -1 3.3 -5.4
FLLV Franklin U.S. Low Volatility ETF 1.7 29 9 5.7 -3.0
SUSL iShares ESG MSCI USA Leaders ETF 1.7 10 28 4.9 -3.7
RDOG ALPS REIT Dividend Dogs ETF 1.7 35 3 13.5 +4.9
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 1.7 40 -2 6.9 -1.8
DUSA Davis Select U.S. Equity ETF 1.7 61 -23 7.1 -1.6
DWLD Davis Select Worldwide ETF 1.7 63 -25 5.8 -2.8
FPX First Trust US Equity Opportunities ETF 1.7 61 -23 0.6 -8.1
PSP Invesco Global Listed Private Equity ETF 1.6 106 -68 9.4 +0.7
ACVF American Conservative Values ETF 1.6 75 -37 4.2 -4.4
ACWI iShares MSCI ACWI ETF 1.6 32 6 5.4 -3.3
SQLV Royce Quant Small-Cap Quality Value ETF 1.6 60 -22 8.6 -0.0
FYX First Trust Small Cap Core AlphaDEX Fund 1.6 61 -23 6.9 -1.7
TRFM AAM Transformers ETF 1.6 49 -11 1.4 -7.3
RNSC Furst Trust Small Cap US Equity Select ETF 1.6 60 -22 7.9 -0.8
MISL First Trust Indxx Aerospace & Defense ETF 1.5 60 -22 3.4 -5.2
TMFM Motley Fool Mid-Cap Growth ETF 1.5 85 -47 3.0 -5.7
VICE AdvisorShares Vice ETF 1.5 99 -61 6.5 -2.2
RSPT Invesco S&P 500 Equal Weight Technology ETF 1.5 40 -2 5.2 -3.5
SRET Global X SuperDividend REIT ETF 1.5 59 -21 11.3 +2.7
SHE SPDR MSCI USA Gender Diversity ETF 1.5 20 18 4.7 -3.9
BUYZ Franklin Disruptive Commerce ETF 1.5 50 -12 1.8 -6.9
USAI Pacer American Energy Independence ETF 1.5 75 -37 4.4 -4.2
VSLU Applied Finance Valuation Large Cap ETF 1.5 49 -11 5.8 -2.9
NVIR Horizon Kinetics Energy and Remediation ETF 1.5 85 -47 2.2 -6.4
FAN First Trust Global Wind Energy ETF 1.5 60 -22 5.6 -3.1
KXI iShares Global Consumer Staples ETF 1.5 41 -3 5.6 -3.1
VGT Vanguard Information Technology ETF 1.5 10 28 4.4 -4.3
IWF iShares Russell 1000 Growth ETF 1.5 19 19 4.4 -4.3
VONG Vanguard Russell 1000 Growth ETF 1.5 8 30 4.5 -4.2
XT iShares Exponential Technologies ETF 1.5 46 -8 3.6 -5.0
JSML Janus Henderson Small Cap Growth Alpha ETF 1.5 30 8 8.8 +0.1
SIXS ETC 6 Meridian Small Cap Equity ETF 1.5 89 -51 8.8 +0.1
XLC Communication Services Select Sector SPDR Fund 1.4 9 29 6.3 -2.4
WOMN Impact Shares YWCA Women's Empowerment ETF 1.4 75 -37 4.6 -4.0
HAIL SPDR S&P Kensho Smart Mobility ETF 1.4 45 -7 -4.1 -12.8
XSLV Invesco S&P SmallCap Low Volatility ETF 1.4 25 13 6.9 -1.7
HART IQ Healthy Hearts ETF 1.4 45 -7 5.2 -3.4
WOOD iShares Global Timber & Forestry ETF 1.4 42 -4 9.5 +0.8
MTUM iShares MSCI USA Momentum Factor ETF 1.4 15 23 3.4 -5.3
SNPE Xtrackers S&P 500 ESG ETF 1.4 10 28 5.2 -3.5
XLF Financial Select Sector SPDR Fund 1.4 9 29 6.0 -2.7
VV Vanguard Large-Cap ETF 1.4 4 34 5.0 -3.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.4 20 18 5.4 -3.3
AQWA Global X Clean Water ETF 1.4 50 -12 4.3 -4.4
ROKT SPDR S&P Kensho Final Frontiers ETF 1.4 45 -7 -0.3 -9.0
DFNV Donoghue Forlines Innovation ETF 1.4 69 -31 5.2 -3.5
MOO VanEck Agribusiness ETF 1.4 53 -15 9.3 +0.6
RXI iShares Global Consumer Discretionary ETF 1.4 41 -3 5.3 -3.4
MILN Global X Millennial Consumer ETF 1.4 50 -12 2.3 -6.4
UMI USCF Midstream Energy Income Fund ETF 1.4 85 -47 4.9 -3.8
EINC VanEck Energy Income ETF 1.4 48 -10 4.8 -3.8
MLPX Global X MLP & Energy Infrastructure ETF 1.4 45 -7 5.1 -3.5
ENFR Alerian Energy Infrastructure ETF 1.4 35 3 5.2 -3.5
EATZ AdvisorShares Restaurant ETF 1.4 101 -63 2.5 -6.1
KBWP Invesco KBW Property & Casualty Insurance ETF 1.4 35 3 5.8 -2.9
IYW iShares U.S. Technology ETF 1.4 40 -2 4.2 -4.4
CGW Invesco S&P Global Water Index ETF 1.4 57 -19 3.9 -4.8
FHLC Fidelity MSCI Health Care Index ETF 1.4 8 30 5.6 -3.1
FYT First Trust Small Cap Value AlphaDEX Fund 1.4 73 -35 11.4 +2.7
VHT Vanguard Health Care ETF 1.4 10 28 5.4 -3.3
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 1.4 15 23 6.8 -1.9
DTEC ALPS Disruptive Technologies ETF 1.3 50 -12 3.5 -5.2
QABA First Trust NASDAQ ABA Community Bank Index Fund 1.3 60 -22 9.5 +0.8
FTEC Fidelity MSCI Information Technology Index ETF 1.3 8 30 4.4 -4.2
MOTG VanEck Morningstar Global Wide Moat ETF 1.3 52 -14 5.8 -2.9
IYH iShares U.S. Healthcare ETF 1.3 40 -2 5.9 -2.8
HLAL Wahed FTSE USA Shariah ETF 1.3 50 -12 4.8 -3.9
FTAG First Trust Indxx Global Agriculture ETF 1.3 70 -32 10.3 +1.6
TMFS Motley Fool Small-Cap Growth ETF 1.3 85 -47 2.8 -5.8
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.3 36 2 10.8 +2.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.3 12 26 4.9 -3.7
SFY SoFi Select 500 ETF 1.3 0 38 5.0 -3.7
EATV VegTech Plant-based Innovation & Climate ETF 1.3 75 -37 0.9 -7.8
NULC Nuveen ESG Large-Cap ETF 1.3 21 17 5.4 -3.3
RUFF Alpha Dog ETF 1.2 94 -56 4.6 -4.1
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.2 9 29 3.8 -4.9
NULG Nuveen ESG Large-Cap Growth ETF 1.2 26 12 4.2 -4.5
SPHQ Invesco S&P 500 Quality ETF 1.2 15 23 5.3 -3.4
PSCF Invesco S&P SmallCap Financials ETF 1.2 29 9 9.8 +1.1
IHE iShares U.S. Pharmaceuticals ETF 1.2 40 -2 7.4 -1.2
FTXH First Trust Nasdaq Pharmaceuticals ETF 1.2 60 -22 8.7 +0.0
PPH VanEck Pharmaceutical ETF 1.2 36 2 9.5 +0.8
XPH SPDR S&P Pharmaceuticals ETF 1.2 35 3 6.4 -2.3
IBBQ Invesco Nasdaq Biotechnology ETF 1.2 19 19 0.8 -7.9
QQQS Invesco NASDAQ Future Gen 200 ETF 1.2 20 18 -6.8 -15.4
NACP Impact Shares NAACP Minority Empowerment ETF 1.2 49 -11 4.8 -3.8
IETC iShares U.S. Tech Independence Focused ETF 1.1 18 20 4.0 -4.7
EFRA iShares Environmental Infrastructure and Industrials ETF 1.1 47 -9 5.5 -3.2
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 1.1 75 -37 7.0 -1.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.1 7 31 5.0 -3.6
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.1 59 -21 8.7 -0.0
SCHG Schwab U.S. Large-Cap Growth ETF 1.1 4 34 4.0 -4.6
VOTE TCW Transform 500 ETF 1.1 5 33 5.0 -3.6
CIBR First Trust NASDAQ Cybersecurity ETF 1.1 60 -22 3.5 -5.2
CWS AdvisorShares Focused Equity ETF 1.1 84 -46 4.6 -4.0
DIVZ TrueShares Low Volatility Equity Income ETF 1.1 65 -27 9.5 +0.9
RSHO Tema American Reshoring ETF 1.1 75 -37 3.2 -5.4
DRIV Global X Autonomous & Electric Vehicles ETF 1.1 68 -30 4.9 -3.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.1 45 -7 4.4 -4.2
ITA iShares U.S. Aerospace & Defense ETF 1.1 40 -2 2.6 -6.1
XAR SPDR S&P Aerospace & Defense ETF 1.1 35 3 -0.1 -8.8
PRNT 3D Printing ETF 1.1 66 -28 -3.9 -12.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.1 50 -12 4.3 -4.3
RNEW VanEck Green Infrastructure ETF 1.1 45 -7 -0.4 -9.1
IGM iShares Expanded Tech Sector ETF 1.1 41 -3 4.0 -4.7
PSCI Invesco S&P SmallCap Industrials ETF 1.1 29 9 5.9 -2.8
BKLC BNY Mellon US Large Cap Core Equity ETF 1.0 0 38 5.1 -3.6
SHLD Global X Defense Tech ETF 1.0 50 -12 5.0 -3.7
TRFK Pacer Data and Digital Revolution ETF 1.0 60 -22 3.2 -5.4
OCEN IQ Clean Oceans ETF 1.0 45 -7 5.1 -3.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.0 9 29 4.8 -3.9
BJK VanEck Gaming ETF 1.0 65 -27 1.4 -7.2
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.0 40 -2 3.8 -4.9
JGRO JPMorgan Active Growth ETF 1.0 44 -6 3.2 -5.5
KCAL Subversive Food Security ETF 1.0 75 -37 7.1 -1.5
FFTY Innovator IBD 50 ETF 1.0 80 -42 -0.5 -9.1
SHPP Pacer Industrials and Logistics ETF 1.0 60 -22 8.3 -0.4
SDIV Global X Superdividend ETF 1.0 58 -20 16.4 +7.7
FIXT Procure Disaster Recovery Strategy ETF 0.9 75 -37 3.9 -4.7
QTUM Defiance Quantum ETF 0.9 40 -2 3.9 -4.8
IGV iShares Expanded Tech-Software Sector ETF 0.9 41 -3 3.0 -5.7
XSW SPDR S&P Software & Services ETF 0.9 35 3 2.8 -5.9
EGUS iShares ESG Aware MSCI USA Growth ETF 0.9 18 20 4.0 -4.6
IBOT Vaneck Robotics ETF 0.9 47 -9 3.6 -5.1
BULD Pacer BlueStar Engineering the Future ETF 0.9 60 -22 1.0 -7.6
BLOK Amplify Transformational Data Sharing ETF 0.9 75 -37 1.1 -7.5
IGF iShares Global Infrastructure ETF 0.9 41 -3 5.1 -3.6
XLV Health Care Select Sector SPDR Fund 0.9 9 29 6.8 -1.9
GII SPDR S&P Global Infrastructure ETF 0.9 40 -2 5.3 -3.4
CSD Invesco S&P Spin-Off ETF 0.9 65 -27 7.6 -1.1
XITK SPDR FactSet Innovative Technology ETF 0.9 45 -7 2.4 -6.3
XTL SPDR S&P Telecom ETF 0.9 35 3 8.0 -0.7
IYZ iShares U.S. Telecommunications ETF 0.9 40 -2 8.8 +0.2
VOOG Vanguard S&P 500 Growth ETF 0.9 10 28 5.1 -3.6
RPG Invesco S&P 500 Pure Growth ETF 0.9 35 3 3.3 -5.4
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 0.9 58 -20 -1.3 -10.0
NETZ TCW Transform Systems ETF 0.9 75 -37 3.5 -5.2
STRV Strive 500 ETF 0.9 5 33 5.0 -3.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.9 32 6 4.9 -3.7
LVOL American Century Low Volatility ETF 0.9 29 9 5.0 -3.6
BECO BlackRock Future Climate and Sustainable Economy ETF 0.9 70 -32 13.1 +4.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.9 9 29 5.5 -3.1
IXP iShares Global Comm Services ETF 0.8 42 -4 5.1 -3.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.8 7 31 5.0 -3.7
NANR SPDR S&P North American Natural Resources ETF 0.8 35 3 7.9 -0.8
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 0.8 60 -22 3.8 -4.9
BNE Blue Horizon BNE ETF 0.8 87 -49 4.1 -4.5
GDVD R3 Global Dividend Growth ETF 0.8 88 -50 5.8 -2.9
IXG iShares Global Financials ETF 0.8 42 -4 6.9 -1.8
PBJ Invesco Food & Beverage ETF 0.8 57 -19 5.4 -3.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.8 60 -22 5.9 -2.8
PIO Invesco Global Water ETF 0.8 75 -37 4.5 -4.2
FIVG Defiance Next Gen Connectivity ETF 0.8 30 8 6.2 -2.5
FTRI First Trust Indxx Global Natural Resources Income ETF 0.8 70 -32 10.2 +1.6
GSFP Goldman Sachs Future Planet Equity ETF 0.8 75 -37 4.6 -4.1
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 0.8 60 -22 3.5 -5.2
WDIV SPDR S&P Global Dividend ETF 0.8 40 -2 9.6 +1.0
CGDV Capital Group Dividend Value ETF 0.8 33 5 5.7 -2.9
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.8 47 -9 5.7 -3.0
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -37 5.1 -3.6
RFFC ALPS Active Equity Opportunity ETF 0.8 48 -10 4.5 -4.2
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.8 35 3 10.0 +1.3
JETS U.S. Global Jets ETF 0.8 60 -22 -13.1 -21.7
YALL God Bless America ETF 0.8 65 -27 3.6 -5.1
HUSV First Trust Horizon Managed Volatility Domestic ETF 0.8 70 -32 4.9 -3.7
CARZ First Trust NASDAQ Global Auto Index Fund 0.8 70 -32 3.4 -5.3
FBCG Fidelity Blue Chip Growth ETF 0.7 59 -21 2.4 -6.3
QGRW WisdomTree U.S. Quality Growth Fund 0.7 28 10 4.3 -4.4
IHAK iShares Cybersecurity & Tech ETF 0.7 47 -9 2.8 -5.9
CALF Pacer US Small Cap Cash Cows 100 ETF 0.7 59 -21 10.9 +2.2
IXJ iShares Global Healthcare ETF 0.7 42 -4 6.1 -2.6
XLE Energy Select Sector SPDR Fund 0.7 9 29 7.8 -0.9
RSPG Invesco S&P 500 Equal Weight Energy ETF 0.7 40 -2 8.2 -0.4
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 0.7 45 -7 6.3 -2.3
ARB AltShares Merger Arbitrage ETF 0.7 77 -39 0.6 -8.1
BPAY BlackRock Future Financial and Technology ETF 0.7 70 -32 7.9 -0.7
BMVP Invesco Bloomberg MVP Multi-factor ETF 0.7 29 9 8.0 -0.7
KROP Global X AgTech & Food Innovation ETF 0.7 50 -12 4.7 -3.9
AZTD Aztlan Global Stock Selection DM SMID ETF 0.7 75 -37 4.1 -4.6
IXC iShares Global Energy ETF 0.7 44 -6 8.9 +0.3
DIP BTD Capital Fund 0.7 129 -91 6.7 -2.0
FINX Global X FinTech ETF 0.7 68 -30 2.9 -5.8
DGT SPDR Global Dow ETF 0.7 50 -12 6.6 -2.0
ERTH Invesco MSCI Sustainable Future ETF 0.7 62 -24 3.4 -5.3
SMOG VanEck Low Carbon Energy ETF 0.6 61 -23 3.1 -5.6
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 0.6 29 9 10.0 +1.3
AMZA InfraCap MLP ETF 0.6 164 -126 4.0 -4.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.6 65 -27 1.9 -6.8
CNRG SPDR S&P Kensho Clean Power ETF 0.6 45 -7 -6.8 -15.5
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.6 39 -1 -3.1 -11.8
EBIZ Global X E-Commerce ETF 0.6 50 -12 1.5 -7.2
IDRV iShares Self-driving EV & Tech ETF 0.6 47 -9 -0.4 -9.1
XLK Technology Select Sector SPDR Fund 0.6 9 29 4.8 -3.9
XME SPDR S&P Metals & Mining ETF 0.6 35 3 7.8 -0.9
FTXL First Trust Nasdaq Semiconductor ETF 0.6 60 -22 5.6 -3.1
IHF iShares U.S. Healthcare Providers ETF 0.6 40 -2 5.9 -2.7
XHS SPDR S&P Health Care Services ETF 0.6 35 3 6.4 -2.2
HAPI Harbor Human Capital Factor US Large Cap ETF 0.6 36 2 4.6 -4.1
SIMS SPDR S&P Kensho Intelligent Structures ETF 0.6 45 -7 -3.1 -11.8
ACES ALPS Clean Energy ETF 0.6 55 -17 -4.1 -12.8
IQM Franklin Intelligent Machines ETF 0.6 50 -12 2.9 -5.8
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 0.6 75 -37 4.7 -4.0
SSPX Janus Henderson U.S. Sustainable Equity ETF 0.6 55 -17 4.1 -4.6
PSI Invesco Semiconductors ETF 0.5 57 -19 4.8 -3.8
IDAT iShares Future Cloud 5G and Tech ETF 0.5 47 -9 4.0 -4.6
FDN First Trust Dow Jones Internet Index Fund 0.5 52 -14 1.6 -7.1
IGN iShares North American Tech-Multimedia Networking ETF 0.5 41 -3 7.9 -0.8
NXTG First Trust Indxx NextG ETF 0.5 70 -32 5.7 -2.9
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.5 45 -7 4.7 -4.0
WTRE WisdomTree New Economy Real Estate Fund 0.5 58 -20 4.7 -3.9
BMED Future Health ETF 0.5 85 -47 0.5 -8.2
XES SPDR S&P Oil & Gas Equipment & Services ETF 0.5 35 3 -0.7 -9.4
OIH VanEck Oil Services ETF 0.5 35 3 2.3 -6.4
IEZ iShares U.S. Oil Equipment & Services ETF 0.5 40 -2 2.1 -6.6
ROYA Tema Global Royalties ETF 0.5 75 -37 4.7 -4.0
ROBO ROBO Global Robotics & Automation Index ETF 0.5 95 -57 2.7 -6.0
PBW Invesco WilderHill Clean Energy ETF 0.5 66 -28 -16.8 -25.4
PSCM Invesco S&P SmallCap Materials ETF 0.5 29 9 7.7 -0.9
FTGS First Trust Growth Strength ETF 0.5 60 -22 6.2 -2.5
NTZG Nuveen Global Net Zero Transition ETF 0.5 56 -18 5.0 -3.7
XPND First Trust Expanded Technology ETF 0.5 65 -27 3.8 -4.8
SPMO Invesco S&P 500 Momentum ETF 0.5 13 25 4.0 -4.7
TMFG Motley Fool Global Opportunities ETF 0.5 85 -47 3.2 -5.4
VUG Vanguard Growth ETF 0.5 4 34 4.0 -4.7
CLOD Themes Cloud Computing ETF 0.5 35 3 3.3 -5.3
BUG Global X Cybersecurity ETF 0.5 51 -13 2.1 -6.6
IWTR iShares MSCI Water Management Multisector ETF 0.5 47 -9 4.7 -4.0
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 0.5 75 -37 6.2 -2.5
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.5 56 -18 13.9 +5.2
IVW iShares S&P 500 Growth ETF 0.4 18 20 4.2 -4.5
SPYG SPDR Portfolio S&P 500 Growth ETF 0.4 4 34 4.3 -4.3
IGPT Invesco AI and Next Gen Software ETF 0.4 60 -22 3.4 -5.3
EVX VanEck Environmental Services ETF 0.4 55 -17 2.9 -5.8
VIRS Pacer BioThreat Strategy ETF 0.4 70 -32 5.7 -3.0
JEPI JPMorgan Equity Premium Income ETF 0.4 35 3 5.2 -3.4
BTEK Future Tech ETF 0.4 88 -50 2.1 -6.5
PICK iShares MSCI Global Metals & Mining Producers ETF 0.4 39 -1 11.4 +2.8
RVRB Reverb ETF 0.4 30 8 4.8 -3.9
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.4 75 -37 3.0 -5.6
ESGG FlexShares STOXX Global ESG Select Index Fund 0.4 42 -4 4.9 -3.7
IXN iShares Global Tech ETF 0.4 41 -3 4.1 -4.6
LUX Tema Luxury ETF 0.4 75 -37 3.3 -5.4
TEMP JPMorgan Climate Change Solutions ETF 0.4 49 -11 4.9 -3.8
SOXX iShares Semiconductor ETF 0.4 35 3 4.9 -3.8
SNSR Global X Internet of Things ETF 0.4 68 -30 3.6 -5.0
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.4 30 8 10.8 +2.1
SOXQ Invesco PHLX Semiconductor ETF 0.4 19 19 4.9 -3.8
GGME Invesco Next Gen Media and Gaming ETF 0.4 60 -22 3.6 -5.1
RTH VanEck Retail ETF 0.4 35 3 5.5 -3.2
PEJ Invesco Leisure and Entertainment ETF 0.4 58 -20 -0.4 -9.1
MDEV First Trust Indxx Medical Devices ETF 0.4 70 -32 3.5 -5.2
XHE SPDR S&P Health Care Equipment ETF 0.4 35 3 1.2 -7.4
IPO Renaissance IPO ETF 0.4 60 -22 -3.0 -11.6
SMH VanEck Semiconductor ETF 0.4 35 3 3.9 -4.8
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.4 48 -10 5.9 -2.8
BCDF Horizon Kinetics Blockchain Development ETF 0.4 85 -47 -0.7 -9.3
SPMV Invesco S&P 500 Minimum Variance ETF 0.4 10 28 5.5 -3.1
AHOY Newday Ocean Health ETF 0.4 75 -37 5.7 -3.0
IBB iShares Biotechnology ETF 0.3 45 -7 0.7 -7.9
HELX Franklin Genomic Advancements ETF 0.3 50 -12 1.8 -6.9
KNCT Invesco Next Gen Connectivity ETF 0.3 40 -2 5.5 -3.2
YLDE ClearBridge Dividend Strategy ESG ETF 0.3 60 -22 5.4 -3.3
ACSI American Customer Satisfaction ETF 0.3 65 -27 5.0 -3.7
BUZZ VanEck Social Sentiment ETF 0.3 75 -37 0.1 -8.6
ARKQ ARK Autonomous Technology & Robotics ETF 0.3 75 -37 1.5 -7.2
ARKX ARK Space Exploration & Innovation ETF 0.3 75 -37 1.6 -7.1
SLX VanEck Steel ETF 0.3 56 -18 20.1 +11.4
BETZ Roundhill Sports Betting & iGaming ETF 0.3 75 -37 1.8 -6.9
REMX VanEck Rare Earth/Strategic Metals ETF 0.3 54 -16 11.5 +2.9
ZSB USCF Sustainable Battery Metals Strategy Fund 0.3 61 -23 17.9 +9.3
SPRX Spear Alpha ETF 0.3 75 -37 -0.2 -8.9
DMAT Global X Disruptive Materials ETF 0.3 59 -21 11.2 +2.5
SETM Sprott Energy Transition Materials ETF 0.3 65 -27 6.4 -2.2
LITP Sprott Lithium Miners ETF 0.3 65 -27 10.0 +1.4
LIT Global X Lithium & Battery Tech ETF 0.3 75 -37 9.9 +1.2
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 0.3 72 -34 2.2 -6.4
BATT Amplify Lithium & Battery Technology ETF 0.3 59 -21 3.6 -5.0
GMET VanEck Green Metals ETF 0.3 63 -25 11.4 +2.7
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 0.3 85 -47 8.8 +0.2
CBSE Clough Select Equity ETF 0.3 85 -47 -1.3 -9.9
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 0.3 47 -9 0.6 -8.1
WFH Direxion Work From Home ETF 0.3 45 -7 0.0 -8.7
ETEC iShares Breakthrough Environmental Solutions ETF 0.3 47 -9 5.4 -3.3
FYC First Trust Small Cap Growth AlphaDEX Fund 0.3 71 -33 0.8 -7.9
CLNR IQ Cleaner Transport ETF 0.3 45 -7 8.0 -0.6
ZECP Zacks Earnings Consistent Portfolio ETF 0.3 55 -17 4.9 -3.8
POWA Invesco Bloomberg Pricing Power ETF 0.3 40 -2 5.4 -3.3
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 0.3 61 -23 -0.3 -9.0
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.3 61 -23 -7.1 -15.7
LRND IQ U.S. Large Cap R&D Leaders ETF 0.3 14 24 6.0 -2.7
FDG American Century Focused Dynamic Growth ETF 0.3 45 -7 2.5 -6.2
MEDX Horizon Kinetics Medical ETF 0.3 85 -47 -0.2 -8.9
AGNG Global X Aging Population ETF 0.3 50 -12 3.9 -4.8
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 0.3 65 -27 3.7 -5.0
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 0.3 40 -2 4.8 -3.9
ICLN iShares Global Clean Energy ETF 0.2 41 -3 4.0 -4.7
FRNW Fidelity Clean Energy ETF 0.2 39 -1 3.7 -5.0
RNRG Global X Renewable Energy Producers ETF 0.2 66 -28 4.8 -3.9
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 0.2 29 9 6.2 -2.5
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.2 45 -7 1.2 -7.5
ARKK ARK Innovation ETF 0.2 75 -37 -4.4 -13.1
NLR VanEck Uranium+Nuclear Energy ETF 0.2 61 -23 4.5 -4.1
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 0.2 79 -41 5.1 -3.5
CRAK VanEck Oil Refiners ETF 0.2 61 -23 15.7 +7.0
METV Roundhill Ball Metaverse ETF 0.2 59 -21 3.6 -5.1
FMET Fidelity Metaverse ETF 0.2 39 -1 4.2 -4.5
INNO Harbor Disruptive Innovation ETF 0.2 75 -37 -3.6 -12.3
PTEC Global X PropTech ETF 0.2 50 -12 1.5 -7.2
XSD SPDR S&P Semiconductor ETF 0.2 35 3 5.0 -3.6
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.2 85 -47 5.8 -2.9
PBD Invesco Global Clean Energy ETF 0.2 75 -37 -2.2 -10.9
PXJ Invesco Oil & Gas Services ETF 0.2 63 -25 1.5 -7.2
EES WisdomTree U.S. SmallCap Fund 0.2 38 0 9.8 +1.2
FBT First Trust NYSE Arca Biotechnology Index Fund 0.2 56 -18 -0.1 -8.7
VNSE Natixis Vaughan Nelson Select ETF 0.2 80 -42 3.2 -5.5
TAN Invesco Solar ETF 0.2 67 -29 7.2 -1.4
VCLN Virtus Duff & Phelps Clean Energy ETF 0.2 59 -21 3.8 -4.9
STCE Schwab Crypto Thematic ETF 0.2 30 8 -5.2 -13.8
WDNA WisdomTree BioRevolution Fund 0.2 45 -7 -4.1 -12.8
DRUP GraniteShares Nasdaq Select Disruptors ETF 0.2 60 -22 3.6 -5.1
SYNB Putnam BioRevolution ETF 0.2 70 -32 2.9 -5.7
BBH VanEck Biotech ETF 0.2 35 3 5.6 -3.1
GNOM Global X Genomics & Biotechnology ETF 0.2 50 -12 -4.4 -13.1
PINK Simplify Health Care ETF 0.2 50 -12 3.7 -5.0
IHI iShares U.S. Medical Devices ETF 0.2 40 -2 3.7 -4.9
CACG ClearBridge All Cap Growth ESG ETF 0.2 54 -16 3.1 -5.6
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 0.2 75 -37 4.6 -4.1
WCLD WisdomTree Cloud Computing Fund 0.2 45 -7 1.0 -7.6
SKYY First Trust Cloud Computing ETF 0.2 60 -22 2.9 -5.8
CLOU Global X Cloud Computing ETF 0.2 68 -30 1.8 -6.8
OGIG ALPS O'Shares Global Internet Giants ETF 0.2 48 -10 -0.0 -8.7
TIME Clockwise Core Equity & Innovation ETF 0.2 100 -62 2.0 -6.6
SNPG Xtrackers S&P 500 Growth ESG ETF 0.2 15 23 4.7 -4.0
SGDM Sprott Gold Miners ETF 0.2 50 -12 7.8 -0.9
GDX VanEck Gold Miners ETF 0.2 51 -13 6.0 -2.6
GOAU U.S. Global GO GOLD and Precious Metal Miners ETF 0.2 60 -22 8.8 +0.1
WRND IQ Global Equity R&D Leaders ETF 0.1 18 20 6.9 -1.7
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 0.1 85 -47 -1.2 -9.9
SAMT Strategas Macro Thematic Opportunities ETF 0.1 65 -27 4.0 -4.7
ADME Aptus Drawdown Managed Equity ETF 0.1 79 -41 4.3 -4.4
FDHT Fidelity Digital Health ETF 0.1 39 -1 -2.3 -11.0
AVSC Avantis U.S Small Cap Equity ETF 0.1 25 13 5.1 -3.6
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.1 58 -20 4.5 -4.1
LNGG Roundhill Alerian LNG ETF 0.1 65 -27 8.6 -0.1
PSCH Invesco S&P SmallCap Health Care ETF 0.1 29 9 4.8 -3.9
BLLD JPMorgan Sustainable Infrastructure ETF 0.1 49 -11 6.3 -2.4
PSCT Invesco S&P SmallCap Information Technology ETF 0.1 29 9 6.8 -1.8
MOTO SmartETFs Smart Transportation & Technology ETF 0.1 68 -30 6.5 -2.1
SRVR Pacer Data & Infrastructure Real Estate ETF 0.1 55 -17 2.6 -6.0
UFO Procure Space ETF 0.1 75 -37 -1.4 -10.1
CGV Conductor Global Equity Value ETF 0.1 130 -92 10.2 +1.6
TEQI T. Rowe Price Equity Income ETF 0.1 54 -16 4.1 -4.6
FCLD Fidelity Cloud Computing ETF 0.1 39 -1 2.1 -6.5
MRAD SmartETFs Advertising & Marketing Technology ETF 0.1 68 -30 3.7 -5.0
AIQ Global X Artificial Intelligence & Technology ETF 0.1 68 -30 3.7 -4.9
BOTZ Global X Robotics & Artificial Intelligence ETF 0.1 69 -31 1.7 -7.0
DKRB Subversive Decarbonization ETF 0.1 75 -37 3.0 -5.7
ISRA VanEck Israel ETF 0.1 59 -21 8.1 -0.6
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 -12 4.8 -3.9
TGRW T. Rowe Price Growth Stock ETF 0.0 52 -14 4.0 -4.7
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 -19 3.3 -5.3
VEA Vanguard FTSE Developed Markets ETF 0.0 5 33 6.9 -1.8
VGK Vanguard FTSE Europe ETF 0.0 11 27 6.8 -1.8
PSCE Invesco S&P SmallCap Energy ETF 0.0 29 9 6.1 -2.6
PSCC Invesco S&P SmallCap Consumer Staples ETF 0.0 29 9 7.0 -1.7

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

Content on this tab for subscribers only**

RESULTS & ESTIMATES

  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

Content on this tab for subscribers only

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:
WisdomTree U.S. MidCap Dividend Fund
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

SPECULATIVE

Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 15.3 %
Divided by: Fwd. P/BV 1.7 x
Less: Expense ratio 38 bp
Equals: ALTAR Score 8.7 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.62 CATEGORY
AVERAGE
1.55
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

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

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

 

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