iShares Select Dividend ETF
ALTAR
Score™
7.9% info Recommen-
dation
SPECULATIVE
2025E    2026E
P/E
ratio
15.1x P/Sales
ratio
1.3x
P/BV
ratio
2.0x Div.
yield
3.6%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The iShares Select Dividend Index Fund seeks investment results that correspond to the price and yield performance of the Dow Jones Select Dividend Index. The index consists of the stocks with consistent history of paying and increasing dividends.

FUND BASICS
Category US Equities
Fund Sponsor Barclays Global Investors
Website www.ishares.com
Inception date Nov 03, 2003
Assets (mns) $23,522
Currency USD
Expense ratio 38 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust
Weighting Dividend
Index replication n/a
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 100
Wgt avg mkt cap (mns) $63,603
Large cap (>$10bn) 84.7%
Mid cap ($2-10bn) 15.3%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
HP INC. 2.4 %
PFIZER INC 2.3 %
PRUDENTIAL FINANCIAL INC 2.2 %
ALTRIA GROUP INC 2.1 %
T ROWE PRICE GROUP INC 2.1 %
VERIZON COMMUNICATIONS INC 1.8 %
ONEOK INC 1.8 %
TARGET CORP 1.8 %
FORD MOTOR CO 1.6 %
GENERAL MILLS INC 1.6 %
Total 19.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 96.2 %
BRITAIN 1.3 %
IRELAND 1.2 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
16.9% 18.7% 10.3% 10.4% 9.1%

Market Correlations
versus... Beta R-squared
S&P500 0.30 12%
MSCI EAFE 0.29 16%
MSCI Emg. Mkts. 0.05 1%

Technical Indicators
Recent close $161.72
30d moving avg. $161.62
Annualized volatility 14.6%
Short interest (ETF) 0.6%
Short interest (Underlying) 2.7%
Relative strength (RSI) 62

Liquidity measures
Avg. volume (thou.) 282
Turnover 0.2%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $15,843

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 956 potential alternatives to the iShares Select Dividend ETF ETF based on the alternatives' overlap in portfolio holdings with DVY. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: DVY Expense: 38 bp ALTAR Score™: 7.9%


ALTERNATIVE ETFs BASED ON OVERLAP WITH DVY
Ticker Fund
Name
Overlap1
vs DVY
(%)
Expense
ratio
(bp)
Savings
vs DVY
(bp)
ALTAR
Score™
(%)
ALTAR
vs DVY
(%)
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 48.3 38 0 6.8 -1.0
SDOG ALPS Sector Dividend Dogs ETF 44.5 36 2 8.0 +0.1
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 39.7 30 8 8.8 +0.9
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 39.1 7 31 10.1 +2.2
DHS WisdomTree U.S. High Dividend Fund 37.0 38 0 8.0 +0.1
FDL First Trust Morningstar Dividend Leaders Index Fund 36.5 45 -7 8.8 +0.9
DIVG Invesco S&P 500 High Dividend Growers ETF 35.0 39 -1 7.2 -0.6
SPDV AAM S&P 500 High Dividend Value ETF 32.6 29 9 10.5 +2.6
SPVM Invesco S&P 500 Value with Momentum ETF 31.7 39 -1 6.2 -1.7
RDIV Invesco S&P Ultra Dividend Revenue ETF 31.1 39 -1 9.2 +1.4
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 30.4 50 -12 8.0 +0.1
RPV Invesco S&P 500 Pure Value ETF 29.8 35 3 8.4 +0.5
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 29.3 27 11 6.6 -1.3
PEY Invesco High Yield Equity Dividend Achievers ETF 29.2 52 -14 8.5 +0.6
ONEY State Street SPDR Russell 1000 Yield Focus ETF 26.0 20 18 8.6 +0.7
WBIY WBI Power Factor High Dividend ETF 25.7 100 -62 11.7 +3.8
DIVB iShares Core Dividend ETF 24.4 5 33 6.4 -1.5
ALTL Pacer Lunt Large Cap Alternator ETF 24.4 60 -22 4.9 -3.0
FTA First Trust Large Cap Value AlphaDEX Fund 24.0 59 -21 7.5 -0.4
SCHD Schwab US Dividend Equity ETF 23.4 6 32 7.8 -0.1
LYLD Cambria Large Cap Shareholder Yield ETF 23.3 59 -21 7.7 -0.1
IMCV iShares Morningstar Mid-Cap Value ETF 22.2 6 32 6.8 -1.1
VOE Vanguard Mid-Cap Value ETF 22.0 7 31 6.7 -1.2
SDY State Street SPDR S&P Dividend ETF 22.0 35 3 6.1 -1.7
AUSF Global X Adaptive U.S. Factor ETF 21.9 27 11 8.0 +0.2
SPLV Invesco S&P 500 Low Volatility ETF 21.8 25 13 5.2 -2.7
STXV Strive 1000 Value ETF 21.8 18 20 6.7 -1.2
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 21.4 5 33 7.5 -0.4
RFDA RiverFront Dynamic US Dividend Advantage ETF 21.3 52 -14 5.0 -2.9
HDV iShares Core High Dividend ETF 21.1 8 30 29.0 +21.1
VYM Vanguard High Dividend Yield Index ETF 20.9 6 32 6.1 -1.8
DLN WisdomTree U.S. LargeCap Dividend Fund 20.8 28 10 5.4 -2.5
DTD WisdomTree U.S. Total Dividend Fund 20.7 28 10 5.6 -2.2
VPU Vanguard Utilities ETF 20.7 9 29 5.2 -2.6
FUTY Fidelity MSCI Utilities Index ETF 20.6 8 30 5.2 -2.6
DEW WisdomTree Global High Dividend Fund 20.4 58 -20 7.0 -0.9
LVDS JPMorgan Fundamental Data Science Large Value ETF 20.4 49 -11 4.7 -3.2
PWV Invesco Large Cap Value ETF 20.3 55 -17 5.8 -2.1
FXU First Trust Utilities AlphaDEX Fund 20.1 64 -26 5.6 -2.3
FDVV Fidelity High Dividend ETF 19.7 15 23 6.6 -1.3
FVD First Trust Value Line Dividend Index Fund 19.6 65 -27 5.7 -2.2
IDU iShares U.S. Utilities ETF 19.5 40 -2 4.7 -3.2
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 19.2 15 23 7.6 -0.3
TPHD Timothy Plan High Dividend Stock ETF 18.8 52 -14 6.1 -1.8
USCF Themes US Cash Flow Champions ETF 18.6 29 9 7.5 -0.4
MAGA Point Bridge America First ETF 18.4 72 -34 5.2 -2.7
DURA VanEck Durable High Dividend ETF 18.3 29 9 6.2 -1.6
WTV WisdomTree US Value ETF 18.3 12 26 7.6 -0.3
FUNL CornerCap Fundametrics Large-Cap ETF 18.3 50 -12 6.4 -1.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 18.2 60 -22 6.2 -1.7
REVS Columbia Research Enhanced Value ETF 18.2 19 19 6.4 -1.5
JHDV John Hancock U.S. High Dividend ETF 18.2 34 4 5.9 -1.9
SYLD Cambria Shareholder Yield ETF 18.1 59 -21 9.7 +1.9
VLUE iShares MSCI USA Value Factor ETF 18.0 15 23 6.1 -1.8
RSPU Invesco S&P 500 Equal Weight Utilities ETF 18.0 40 -2 5.5 -2.4
EMLP First Trust North American Energy Infrastructure Fund 18.0 95 -57 4.6 -3.2
XLU Utilities Select Sector SPDR 18.0 8 30 5.1 -2.7
ULVM VictoryShares US Value Momentum ETF 18.0 20 18 6.1 -1.8
DIVN Horizon Dividend Income ETF 17.9 70 -32 6.5 -1.4
IFRA iShares U.S. Infrastructure ETF 17.9 30 8 5.9 -2.0
MDLV Morgan Dempsey Large Cap Value ETF 17.7 58 -20 5.8 -2.1
EIPI FT Energy Income Partners Enhanced Income ETF 17.5 110 -72 5.3 -2.6
NUDV Nuveen ESG Dividend ETF 17.5 26 12 6.1 -1.8
VTV Vanguard Value ETF 17.3 4 34 5.7 -2.2
FPWR First Trust EIP Power Solutions ETF 17.2 96 -58 4.5 -3.3
JXI iShares Global Utilities ETF 17.2 43 -5 5.5 -2.4
VLU State Street SPDR S&P 1500 Value Tilt ETF 17.2 12 26 6.1 -1.8
NUMV Nuveen ESG Mid-Cap Value ETF 17.1 31 7 5.5 -2.3
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 17.1 49 -11 7.5 -0.4
COWZ Pacer US Cash Cows 100 ETF 17.1 49 -11 7.3 -0.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 17.1 18 20 6.9 -1.0
TPHE Timothy Plan High Dividend Stock Enhanced ETF 17.1 54 -16 6.0 -1.9
VALQ American Century U.S. Quality Value ETF 17.1 29 9 7.1 -0.7
FDRR Fidelity Dividend ETF for Rising Rates 17.0 15 23 5.5 -2.3
VSDA VictoryShares Dividend Accelerator ETF 17.0 35 3 6.5 -1.4
RSPF Invesco S&P 500 Equal Weight Financials ETF 16.9 40 -2 6.1 -1.8
RBLD First Trust Alerian US NextGen Infrastructure ETF 16.8 65 -27 4.1 -3.8
LGCF Themes US Cash Flow Champions ETF 16.7 30 8 6.8 -1.0
FNDX Schwab Fundamental US Large Co. Index ETF 16.7 25 13 6.0 -1.8
DON WisdomTree U.S. MidCap Dividend Fund 16.6 38 0 8.1 +0.3
FAB First Trust Multi Cap Value AlphaDEX Fund 16.4 67 -29 8.4 +0.5
WLDR Affinity World Leaders Equity ETF 16.3 67 -29 5.5 -2.4
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 16.2 15 23 6.3 -1.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 16.0 65 -27 4.7 -3.2
QVAL Alpha Architect US Quantitative Value ETF 16.0 39 -1 8.9 +1.0
DFLV Dimensional US Large Cap Value ETF 15.9 22 16 5.9 -2.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 15.9 29 9 5.6 -2.3
SCHV Schwab U.S. Large-Cap Value ETF 15.9 4 34 5.6 -2.3
PY Principal Value ETF 15.9 15 23 6.9 -1.0
EIPX FT Energy Income Partners Strategy ETF 15.8 95 -57 5.6 -2.3
POWR iShares U.S. Power Infrastructure ETF 15.7 40 -2 4.3 -3.6
PRF Invesco FTSE RAFI US 1000 ETF 15.7 34 4 5.5 -2.4
CFA VictoryShares US 500 Volatility Wtd ETF 15.7 35 3 5.4 -2.5
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 15.7 40 -2 5.4 -2.5
FNDB Schwab Fundamental US Broad Market Index ETF 15.7 25 13 6.0 -1.8
NOBL ProShares S&P 500 Dividend Aristocrats ETF 15.6 35 3 11.1 +3.2
VOOV Vanguard S&P 500 Value ETF 15.6 7 31 5.6 -2.3
QDIV Global X S&P 500 Quality Dividend ETF 15.6 20 18 7.6 -0.3
PUI Invesco Dorsey Wright Utilities Momentum ETF 15.5 60 -22 4.8 -3.1
SPYV State Street SPDR Portfolio S&P 500 Value ETF 15.5 4 34 5.6 -2.2
SNPV Xtrackers S&P 500 Value ESG ETF 15.5 15 23 5.4 -2.5
IVE iShares S&P 500 Value ETF 15.4 18 20 5.5 -2.4
FEX First Trust Large Cap Core AlphaDEX Fund 15.4 59 -21 5.0 -2.8
EQWL Invesco S&P 100 Equal Weight ETF 15.3 25 13 5.3 -2.5
EVUS iShares ESG Aware MSCI USA Value ETF 15.3 18 20 5.5 -2.4
IUSV iShares Core S&P US Value ETF 15.2 4 34 5.8 -2.1
JVAL JPMorgan U.S. Value Factor ETF 15.1 12 26 6.7 -1.2
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 15.0 60 -22 9.0 +1.1
SSPY Syntax Stratified LargeCap ETF 15.0 30 8 6.0 -1.8
RWL Invesco S&P 500 Revenue ETF 15.0 39 -1 5.6 -2.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 15.0 56 -18 6.8 -1.0
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 14.9 49 -11 7.8 -0.1
EQL Alps Equal Sector Weight ETF 14.8 25 13 5.1 -2.7
AVIE Avantis  Inflation Focused Equity ETF 14.8 25 13 5.7 -2.1
DVND Touchstone Dividend Select ETF 14.6 67 -29 5.2 -2.6
IUS Invesco RAFI Strategic US ETF 14.6 19 19 5.4 -2.5
DIVY Sound Equity Dividend Income ETF 14.6 45 -7 7.7 -0.1
TMDV ProShares Russell US Dividend Growers ETF 14.5 35 3 6.2 -1.7
ILCV iShares Morningstar Value ETF 14.5 4 34 5.2 -2.7
MGV Vanguard Mega Cap Value ETF 14.5 7 31 5.3 -2.6
ITAN Sparkline Intangible Value ETF 14.5 50 -12 5.7 -2.2
GVUS Marketbeta Russell 1000 Value Equity ETF 14.4 12 26 5.2 -2.7
NULV Nuveen ESG Large-Cap Value ETF 14.4 26 12 5.0 -2.9
PFM Invesco Dividend Achievers ETF 14.4 53 -15 4.7 -3.2
VONV Vanguard Russell 1000 Value ETF 14.4 7 31 5.2 -2.6
FLDZ RiverNorth Patriot ETF 14.3 75 -37 6.2 -1.7
IWD iShares Russell 1000 Value ETF 14.2 19 19 5.1 -2.7
SIXL ETC 6 Meridian Low Beta Equity ETF 14.2 80 -42 6.0 -1.9
EQIN Columbia US Equity Income ETF 14.1 35 3 6.0 -1.9
DEUS Xtrackers Russell US Multifactor ETF 14.1 17 21 6.5 -1.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 14.1 15 23 6.2 -1.7
IWX iShares Russell Top 200 Value ETF 14.1 20 18 4.7 -3.1
WOMN Impact Shares YWCA Women's Empowerment ETF 14.0 75 -37 4.8 -3.1
DFUV Dimensional US Marketwide Value ETF 14.0 22 16 5.9 -2.0
INCE Franklin Income Equity Focus ETF 13.9 29 9 5.4 -2.5
VFVA Vanguard U.S. Value Factor ETF 13.8 13 25 8.8 +0.9
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 13.8 20 18 7.4 -0.5
PRXV Praxis Impact Large Cap Value ETF 13.7 36 2 5.4 -2.5
SIXA ETC 6 Meridian Mega Cap Equity ETF 13.6 80 -42 5.5 -2.4
CSTK Invesco Comstock Contrarian Equity ETF 13.5 35 3 5.7 -2.2
ZAP Global X U.S. Electrification ETF 13.5 50 -12 3.6 -4.2
RAFE PIMCO RAFI ESG U.S. ETF 13.4 29 9 5.9 -2.0
DGRO iShares Core Dividend Growth ETF 13.2 8 30 5.5 -2.4
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 13.2 40 -2 7.2 -0.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 13.1 24 14 7.2 -0.7
VO Vanguard Mid-Cap ETF 13.1 4 34 21.2 +13.3
RSP Invesco S&P 500 Equal Weight ETF 13.1 20 18 5.9 -2.0
SHRY First Trust Bloomberg Shareholder Yield ETF 13.0 60 -22 8.4 +0.5
FNK First Trust Mid Cap Value AlphaDEX Fund 13.0 70 -32 9.4 +1.5
ROUS Hartford Multifactor US Equity ETF 13.0 19 19 5.4 -2.4
UDI USCF Dividend Income Fund 13.0 65 -27 6.5 -1.4
SPXT ProShares S&P 500 Ex-Technology ETF 12.7 9 29 5.0 -2.9
IWS iShares Russell Mid-Cap Value ETF 12.7 23 15 6.0 -1.9
SFGV Sequoia Global Value ETF 12.6 23 15 7.0 -0.9
EUSA iShares MSCI USA Equal Weighted ETF 12.6 9 29 5.5 -2.4
EQAL Invesco Russell 1000 Equal Weight ETF 12.6 20 18 6.1 -1.8
SIZE iShares MSCI USA Size Factor ETF 12.6 15 23 5.5 -2.4
XMAG Defiance Large Cap ex-Mag 7 ETF 12.5 35 3 4.3 -3.6
DIVZ TrueShares Low Volatility Equity Income ETF 12.5 65 -27 6.0 -1.9
IMCB iShares Morningstar Mid-Cap ETF 12.5 4 34 5.2 -2.7
TBG TBG Dividend Focus ETF 12.4 59 -21 6.2 -1.7
FELV Fidelity Enhanced Large Cap Value ETF 12.4 18 20 5.3 -2.6
FVAL Fidelity Value Factor ETF 12.4 15 23 5.8 -2.0
FDLO Fidelity Low Volatility Factor ETF 12.4 15 23 4.9 -3.0
AFLG First Trust Active Factor Large Cap ETF 12.3 55 -17 5.0 -2.8
ROE Astoria US Quality Kings ETF 12.3 49 -11 5.3 -2.5
ICAP InfraCap Equity Income Fund ETF 12.2 171 -133 4.6 -3.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 12.1 9 29 5.2 -2.7
EBI Longview Advantage ETF 12.1 35 3 5.8 -2.0
QUS State Street SPDR MSCI USA StrategicFactors ETF 12.1 15 23 5.0 -2.9
VDC Vanguard Consumer Staples ETF 12.0 9 29 5.7 -2.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 12.0 20 18 5.5 -2.4
AVMC Avantis U.S. Mid Cap Equity ETF 12.0 18 20 6.2 -1.7
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 12.0 8 30 5.7 -2.1
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 12.0 20 18 6.0 -1.8
USMV iShares MSCI USA Min Vol Factor ETF 12.0 15 23 5.3 -2.6
XLP Consumer Staples Select Sector SPDR 12.0 8 30 5.9 -2.0
IYK iShares U.S. Consumer Staples ETF 11.8 40 -2 6.0 -1.9
FXO First Trust Financials AlphaDEX Fund 11.8 62 -24 7.8 -0.1
JAVA JPMorgan Active Value ETF 11.8 44 -6 5.3 -2.5
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 11.7 12 26 5.7 -2.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 11.6 18 20 5.1 -2.8
CZA Invesco Zacks Mid-Cap ETF 11.6 72 -34 5.9 -2.0
IAT iShares U.S. Regional Banks ETF 11.5 40 -2 7.9 +0.0
FTXO First Trust Nasdaq Bank ETF 11.5 60 -22 7.2 -0.7
FGD First Trust Dow Jones Global Select Dividend Index Fund 11.5 56 -18 9.2 +1.4
HDUS Hartford Disciplined US Equity ETF 11.5 19 19 4.8 -3.1
AVLV Avantis U.S. Large Cap Value ETF 11.4 15 23 5.8 -2.1
DFVX Dimensional US Large Cap Vector ETF 11.2 22 16 5.3 -2.6
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 11.2 52 -14 5.1 -2.8
GINX SGI Enhanced Global Income ETF 11.2 98 -60 6.4 -1.5
NANR SPDR S&P North American Natural Resources ETF 11.2 35 3 5.8 -2.1
EPS WisdomTree U.S. LargeCap Fund 11.0 8 30 4.7 -3.2
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 11.0 55 -17 8.7 +0.8
VFMV Vanguard U.S. Minimum Volatility ETF 10.9 13 25 5.8 -2.1
DSPY Tema S&P 500 Historical Weight ETF 10.9 18 20 4.4 -3.5
VRAI Virtus Real Asset Income ETF 10.8 55 -17 8.1 +0.3
BGIG Bahl & Gaynor Income Growth ETF 10.8 45 -7 4.5 -3.4
UTES Virtus Reaves Utilities ETF 10.8 49 -11 4.1 -3.8
FLOW Global X U.S. Cash Flow Kings 100 ETF 10.8 25 13 10.2 +2.4
RECS Columbia Research Enhanced Core ETF 10.8 15 23 5.3 -2.6
GXPS Global X PureCap MSCI Consumer Staples ETF 10.7 25 13 5.0 -2.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 10.7 70 -32 4.8 -3.1
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 10.7 47 -9 5.0 -2.9
QUVU Hartford Quality Value ETF 10.6 46 -8 5.4 -2.5
NACP Impact Shares NAACP Minority Empowerment ETF 10.6 49 -11 3.7 -4.2
QDF FlexShares Quality Dividend Index Fund 10.6 37 1 5.4 -2.5
CGDG Capital Group Dividend Growers ETF 10.5 47 -9 5.2 -2.7
QDEF FlexShares Quality Dividend Defensive Index Fund 10.5 37 1 5.4 -2.5
GCOW Pacer Global Cash Cows Dividend ETF 10.5 60 -22 9.2 +1.3
FLV American Century Focused Large Cap Value ETF 10.5 42 -4 5.9 -2.0
JHMM John Hancock Multifactor Mid Cap ETF 10.3 42 -4 5.6 -2.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 10.3 38 0 5.1 -2.8
JHML John Hancock Multifactor Large Cap ETF 10.2 29 9 4.5 -3.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 10.2 19 19 5.0 -2.8
AVMV Avantis U.S. Mid Cap Value ETF 10.1 20 18 7.4 -0.4
TOPC iShares S&P 500 3% Capped ETF 10.1 15 23 4.4 -3.5
DGRW WisdomTree US Quality Dividend Growth Fund 10.1 28 10 5.0 -2.9
JEPI JPMorgan Equity Premium Income ETF 10.1 35 3 5.3 -2.6
CRTC Xtrackers US National Critical Technologies ETF 10.1 35 3 4.1 -3.7
KXI iShares Global Consumer Staples ETF 10.0 41 -3 5.5 -2.4
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 10.0 30 8 7.6 -0.2
DCOR Dimensional US Core Equity 1 ETF 10.0 14 24 4.6 -3.3
XMVM Invesco S&P MidCap Value with Momentum ETF 10.0 39 -1 7.1 -0.8
GSPY Gotham Enhanced 500 ETF 9.9 50 -12 4.3 -3.5
FXG First Trust Consumer Staples AlphaDEX Fund 9.9 63 -25 8.5 +0.7
BMVP Invesco Bloomberg MVP Multi-factor ETF 9.8 29 9 6.7 -1.2
USMF WisdomTree U.S. Multifactor Fund 9.8 28 10 6.8 -1.1
NULC Nuveen ESG Large-Cap ETF 9.8 21 17 4.0 -3.9
FXN First Trust Energy AlphaDEX Fund 9.8 62 -24 9.3 +1.5
KBE State Street SPDR S&P Bank ETF 9.8 35 3 8.4 +0.5
FLRG Fidelity U.S. Multifactor ETF 9.8 15 23 5.9 -1.9
QLV FlexShares US Quality Low Volatility Index Fund 9.7 22 16 5.0 -2.9
DGT State Street SPDR Global Dow ETF 9.7 50 -12 5.6 -2.3
FTCE First Trust New Constructs Core Earnings Leaders ETF 9.7 60 -22 4.7 -3.2
MBOX Freedom Day Dividend ETF 9.6 39 -1 6.6 -1.2
IWR iShares Russell Midcap ETF 9.6 19 19 5.4 -2.5
KBWB Invesco KBW Bank ETF 9.6 35 3 6.3 -1.6
FBCV Fidelity Blue Chip Value ETF 9.5 59 -21 5.5 -2.4
XOEF iShares S&P 500 ex S&P 100 ETF 9.4 20 18 4.8 -3.1
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 9.4 15 23 8.0 +0.2
LRGF iShares U.S. Equity Factor ETF 9.4 8 30 4.6 -3.3
IJJ iShares S&P Mid-Cap 400 Value ETF 9.4 18 20 8.0 +0.1
OEI Optimized Equity Income ETF 9.4 75 -37 3.6 -4.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 9.3 10 28 8.1 +0.2
SPVU Invesco S&P 500 Enhanced Value ETF 9.3 13 25 8.5 +0.6
VIG Vanguard Dividend Appreciation ETF 9.2 5 33 5.0 -2.9
IGF iShares Global Infrastructure ETF 9.2 41 -3 4.5 -3.4
GII SPDR S&P Global Infrastructure ETF 9.2 40 -2 4.5 -3.4
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 9.2 60 -22 7.5 -0.4
AVUS Avantis U.S. Equity ETF 9.2 15 23 4.7 -3.1
FNX First Trust Mid Cap Core AlphaDEX Fund 9.2 60 -22 6.3 -1.6
OALC OneAscent Large Cap Core ETF 9.1 86 -48 3.4 -4.5
FQAL Fidelity Quality Factor ETF 9.1 15 23 4.9 -3.0
IGE iShares North American Natural Resources ETF 9.1 41 -3 5.3 -2.6
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 9.1 19 19 4.7 -3.2
OUSA ALPS O'Shares U.S. Quality Dividend ETF 9.0 48 -10 5.7 -2.2
GDIV Harbor Dividend Growth Leaders ETF 8.9 50 -12 4.0 -3.8
SUSA iShares MSCI USA ESG Select ETF 8.9 25 13 4.0 -3.8
RAUS RACWI US ETF 8.9 15 23 4.2 -3.7
FLQL Franklin LibertyQ U.S. Equity ETF 8.9 15 23 4.6 -3.2
RVRB Reverb ETF 8.9 30 8 3.8 -4.0
VFMF Vanguard U.S. Multifactor ETF 8.9 18 20 6.3 -1.6
IAK iShares U.S. Insurance ETF 8.9 40 -2 6.7 -1.2
DFAC Dimensional U.S. Core Equity 2 ETF 8.8 17 21 4.7 -3.2
VBR Vanguard Small Cap Value ETF 8.8 7 31 7.9 -0.0
DIV Global X SuperDividend US ETF 8.8 45 -7 9.5 +1.7
DFAU Dimensional US Core Equity Market ETF 8.8 12 26 4.3 -3.6
STOX Horizon Core Equity ETF 8.8 70 -32 3.6 -4.3
KIE State Street SPDR S&P Insurance ETF 8.8 35 3 6.5 -1.4
SPXN ProShares S&P 500 Ex-Financials ETF 8.8 9 29 4.1 -3.8
QLC FlexShares US Quality Large Cap Index Fund 8.7 25 13 4.5 -3.4
SFTY Horizon Managed Risk ETF 8.7 77 -39 3.5 -4.4
CGDV Capital Group Dividend Value ETF 8.7 33 5 3.9 -4.0
GNR SPDR S&P Global Natural Resources ETF 8.7 40 -2 7.8 -0.0
VOO Vanguard S&P 500 ETF 8.6 3 35 4.2 -3.6
SPYM State Street SPDR Portfolio S&P 500 ETF 8.5 2 36 4.3 -3.6
IYF iShares U.S. Financials ETF 8.5 40 -2 5.5 -2.4
SPY SPDR S&P 500 ETF 8.5 9 29 4.2 -3.7
AKAF The Frontier Economic Fund 8.5 20 18 5.3 -2.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 8.5 58 -20 5.2 -2.7
EQRR ProShares Equities for Rising Rates ETF 8.5 35 3 5.3 -2.5
IVV iShares Core S&P 500 ETF 8.5 3 35 4.2 -3.6
GVLU Gotham 1000 Value ETF 8.5 50 -12 8.0 +0.1
QVML Invesco S&P 500 QVM Multi-factor ETF 8.5 11 27 4.3 -3.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 8.5 25 13 4.9 -3.0
GXLC Global X U.S. 500 ETF 8.5 2 36 4.1 -3.8
DVLU First Trust Dorsey Wright Momentum & Value ETF 8.5 60 -22 6.2 -1.7
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 8.5 60 -22 4.7 -3.2
DFAT Dimensional U.S. Targeted Value ETF 8.4 28 10 8.5 +0.6
VV Vanguard Large-Cap ETF 8.4 4 34 4.1 -3.8
DFUS Dimensional U.S. Equity ETF 8.4 9 29 4.1 -3.8
VDE Vanguard Energy ETF 8.3 9 29 6.1 -1.8
HAPI Harbor Human Capital Factor US Large Cap ETF 8.3 36 2 4.1 -3.8
IYE iShares U.S. Energy ETF 8.3 40 -2 6.0 -1.9
PBUS Invesco MSCI USA ETF 8.3 4 34 4.2 -3.7
ILCB iShares Morningstar U.S. Equity ETF 8.3 3 35 4.1 -3.7
VONE Vanguard Russell 1000 ETF 8.3 7 31 4.3 -3.6
IYY iShares Dow Jones U.S. ETF 8.3 20 18 4.1 -3.8
ACVF American Conservative Values ETF 8.3 75 -37 3.8 -4.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 8.3 7 31 4.1 -3.8
ACWV iShares MSCI Global Min Vol Factor ETF 8.2 20 18 5.6 -2.2
IWB iShares Russell 1000 ETF 8.2 15 23 4.2 -3.7
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 8.2 3 35 4.4 -3.5
EZM WisdomTree U.S. MidCap Fund 8.2 38 0 8.1 +0.2
BKLC BNY Mellon US Large Cap Core Equity ETF 8.2 0 38 12.5 +4.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 8.2 2 36 4.2 -3.7
VAMO Cambria Value & Momentum ETF 8.2 61 -23 5.2 -2.7
VOTE TCW Transform 500 ETF 8.1 5 33 4.1 -3.8
FENY Fidelity MSCI Energy Index ETF 8.1 8 30 6.1 -1.8
ESGU iShares ESG Aware MSCI USA ETF 8.1 15 23 4.2 -3.7
FDMO Fidelity Momentum Factor ETF 8.1 15 23 2.5 -5.3
MTUM iShares MSCI USA Momentum Factor ETF 8.1 15 23 2.5 -5.4
TEXN iShares Texas Equity ETF 8.1 20 18 4.9 -2.9
SUSL iShares ESG MSCI USA Leaders ETF 8.1 10 28 4.2 -3.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 8.1 29 9 4.1 -3.8
ENHU iShares Enhanced Large Cap Core Active ETF 8.1 22 16 4.1 -3.7
QWLD SPDR MSCI World StrategicFactors ETF 8.1 30 8 5.1 -2.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 8.0 9 29 4.4 -3.5
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 8.0 46 -8 5.4 -2.5
SHE State Street SPDR MSCI USA Gender Diversity ETF 8.0 20 18 4.3 -3.6
TOV JLens 500 Jewish Advocacy U.S. ETF 8.0 18 20 3.9 -3.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 8.0 11 27 4.2 -3.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 8.0 10 28 4.3 -3.6
VTI Vanguard Total Stock Market ETF 8.0 3 35 4.2 -3.7
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF 8.0 35 3 8.6 +0.7
DRLL Strive U.S. Energy ETF 8.0 41 -3 6.7 -1.1
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 8.0 35 3 9.0 +1.1
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 7.9 12 26 3.9 -3.9
VTHR Vanguard Russell 3000 ETF 7.9 7 31 4.2 -3.7
IWV iShares Russell 3000 ETF 7.9 20 18 4.0 -3.8
SPXV ProShares S&P 500 Ex-Health Care ETF 7.9 9 29 4.0 -3.9
RSPG Invesco S&P 500 Equal Weight Energy ETF 7.9 40 -2 7.6 -0.3
FTXN First Trust Nasdaq Oil & Gas ETF 7.9 60 -22 7.6 -0.2
INRO iShares U.S. Industry Rotation Active ETF 7.9 42 -4 3.6 -4.3
DXUV Dimensional US Vector Equity ETF 7.9 28 10 5.2 -2.7
ITOT iShares Core S&P Total U.S. Stock Market ETF 7.9 3 35 4.2 -3.7
ISCV iShares Morningstar Small Cap Value ETF 7.9 6 32 7.6 -0.3
OEF iShares S&P 100 ETF 7.8 20 18 3.8 -4.0
MODL VictoryShares WestEnd U.S. Sector ETF 7.8 42 -4 4.0 -3.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 7.8 75 -37 3.2 -4.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 7.8 20 18 4.2 -3.7
ACSI American Customer Satisfaction ETF 7.8 65 -27 4.4 -3.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 7.8 32 6 3.9 -4.0
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 7.8 15 23 4.1 -3.8
KRE State Street SPDR S&P Regional Banking ETF 7.8 35 3 8.3 +0.4
IWL iShares Russell Top 200 ETF 7.7 15 23 3.9 -4.0
APUE ActivePassive U.S. Equity ETF 7.7 45 -7 3.9 -3.9
CHRI Global X S&P 500 Christian Values ETF 7.7 29 9 4.0 -3.9
LST Leuthold Select Industries ETF 7.7 91 -53 4.7 -3.2
KLMN Invesco MSCI North America Climate ETF 7.6 9 29 4.3 -3.6
XLE Energy Select Sector SPDR 7.6 8 30 6.2 -1.7
JOET Virtus Terranova US Quality Momentum ETF 7.6 29 9 3.9 -4.0
SNPE Xtrackers S&P 500 ESG ETF 7.5 10 28 4.4 -3.5
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 7.4 40 -2 5.4 -2.5
VSLU Applied Finance Valuation Large Cap ETF 7.4 49 -11 5.0 -2.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 7.4 14 24 4.2 -3.7
SCHX Schwab U.S. Large-Cap ETF 7.3 3 35 4.3 -3.6
JQUA JPMorgan U.S. Quality Factor ETF 7.3 12 26 4.9 -2.9
MGC Vanguard Mega Cap ETF 7.3 7 31 3.9 -4.0
CATH Global X S&P 500 Catholic Values Custom ETF 7.3 29 9 4.1 -3.8
ECML Euclidean Fundamental Value ETF 7.3 95 -57 8.5 +0.6
FELC Fidelity Enhanced Large Cap Core ETF 7.3 18 20 4.3 -3.6
THRO iShares U.S. Thematic Rotation Active ETF 7.3 90 -52 3.1 -4.7
SCHK Schwab 1000 Index ETF 7.3 5 33 4.3 -3.6
FTCS First Trust Capital Strength ETF 7.2 55 -17 5.7 -2.2
DSI iShares MSCI KLD 400 Social ETF 7.2 25 13 4.2 -3.7
DYNF BlackRock U.S. Equity Factor Rotation ETF 7.2 30 8 3.7 -4.2
CHGX AXS Change Finance ESG ETF 7.2 49 -11 4.4 -3.5
EMOT First Trust S&P 500 Economic Moat ETF 7.1 60 -22 8.5 +0.6
ZECP Zacks Earnings Consistent Portfolio ETF 7.1 55 -17 4.2 -3.7
DFSV Dimensional US Small Cap Value ETF 7.1 31 7 8.5 +0.7
AVSU Avantis Responsible U.S. Equity ETF 7.1 15 23 4.9 -2.9
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 7.1 20 18 4.0 -3.9
WDIV SPDR S&P Global Dividend ETF 7.1 40 -2 8.8 +1.0
FTDS First Trust Dividend Strength ETF 7.1 70 -32 6.8 -1.1
SCHB Schwab U.S. Broad Market ETF 7.0 3 35 4.2 -3.6
CVAR Cultivar ETF 7.0 87 -49 6.8 -1.1
AFMC First Trust Active Factor Mid Cap ETF 7.0 65 -27 7.0 -0.8
PTL Inspire 500 ETF 7.0 9 29 4.6 -3.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 6.9 60 -22 6.9 -1.0
TDIV First Trust NASDAQ Technology Dividend Index Fund 6.9 50 -12 4.9 -3.0
DIVL Madison Dividend Value ETF 6.9 65 -27 4.8 -3.0
BLCV iShares Large Cap Value Active ETF 6.9 53 -15 6.0 -1.8
IXC iShares Global Energy ETF 6.9 44 -6 6.7 -1.2
SPXE ProShares S&P 500 Ex-Energy ETF 6.8 9 29 4.1 -3.8
HAP VanEck Natural Resources ETF 6.8 50 -12 6.3 -1.6
DJD Invesco Dow Jones Industrial Average Dividend ETF 6.8 7 31 6.5 -1.4
GXPE Global X PureCap MSCI Energy ETF 6.7 25 13 5.9 -1.9
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 6.7 60 -22 5.9 -2.0
ADME Aptus Drawdown Managed Equity ETF 6.7 79 -41 3.4 -4.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 6.6 8 30 4.4 -3.5
FNCL Fidelity MSCI Financials Index ETF 6.6 8 30 5.8 -2.1
CVLC Calvert US Large-Cap Core Responsible Index ETF 6.6 15 23 4.3 -3.6
VFH Vanguard Financials ETF 6.6 9 29 5.9 -2.0
AQEC AQE Core ETF 6.6 49 -11 5.2 -2.7
RJDI RJ Eagle Dividend Select Income ETF 6.6 55 -17 4.5 -3.4
YLDE ClearBridge Dividend Strategy ESG ETF 6.5 60 -22 5.3 -2.5
FCPI Fidelity Stocks for Inflation ETF 6.5 15 23 5.8 -2.1
SCHM Schwab U.S. Mid-Cap ETF 6.5 4 34 5.9 -2.0
XLG Invesco S&P 500 Top 50 ETF 6.5 20 18 3.7 -4.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 6.5 7 31 4.4 -3.5
TOK iShares MSCI Kokusai ETF 6.5 26 12 4.3 -3.6
VUSV Vanguard Wellington U.S. Value Active ETF 6.4 30 8 5.6 -2.3
LGDX Intech S&P Large Cap Diversified Alpha ETF 6.4 25 13 4.2 -3.7
XMLV Invesco S&P MidCap Low Volatility ETF 6.4 25 13 6.8 -1.1
YALL God Bless America ETF 6.4 65 -27 4.5 -3.4
VOLT Tema Electrification ETF 6.4 75 -37 2.7 -5.2
HLAL Wahed FTSE USA Shariah ETF 6.4 50 -12 3.6 -4.3
DFSU Dimensional US Sustainability Core 1 ETF 6.4 18 20 4.7 -3.2
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 6.4 35 3 5.9 -2.0
SFY SoFi Select 500 ETF 6.4 0 38 3.8 -4.1
XLF Financial Select Sector SPDR 6.3 8 30 5.5 -2.4
SGRT SMART Earnings Growth 30 ETF 6.3 59 -21 2.6 -5.3
KOKU Xtrackers MSCI Kokusai Equity ETF 6.3 9 29 4.4 -3.5
RWK Invesco S&P MidCap 400 Revenue ETF 6.3 39 -1 7.9 -0.0
LOWV AB US Low Volatility Equity ETF 6.3 48 -10 4.4 -3.5
SAMT Strategas Macro Thematic Opportunities ETF 6.2 65 -27 2.6 -5.3
RFV Invesco S&P Midcap 400 Pure Value ETF 6.2 35 3 10.9 +3.0
TTAC FCF US Quality ETF 6.2 59 -21 6.0 -1.9
FTXG First Trust Nasdaq Food & Beverage ETF 6.2 60 -22 7.6 -0.3
DAK Dakota Active Equity ETF 6.1 43 -5 3.8 -4.1
URTH iShares MSCI World ETF 6.1 24 14 4.3 -3.6
FEGE First Eagle Global Equity ETF 6.1 79 -41 5.9 -2.0
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 6.1 29 9 7.4 -0.5
SPMO Invesco S&P 500 Momentum ETF 6.1 13 25 3.0 -4.8
DSTL Distillate US Fundamental Stability & Value ETF 6.1 39 -1 7.3 -0.6
RAYD Rayliant Quantitative Developed Market Equity ETF 6.0 80 -42 3.6 -4.3
SFYF SoFi Social 50 ETF 6.0 29 9 0.8 -7.1
ACEP ARS Core Equity ETF 6.0 45 -7 4.0 -3.9
IOO iShares Global 100 ETF 5.9 41 -3 3.9 -4.0
XVV iShares ESG Screened S&P 500 ETF 5.9 8 30 4.2 -3.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 5.9 25 13 7.7 -0.2
SMRI Bushido Capital US Equity ETF 5.9 71 -33 6.7 -1.2
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 5.8 60 -22 4.3 -3.5
USEW Cambria US EW ETF 5.8 30 8 4.2 -3.7
DIVE Dana Concentrated Dividend ETF 5.8 65 -27 6.5 -1.3
RCGE RockCreek Global Equality ETF 5.8 95 -57 6.0 -1.9
FCOM Fidelity MSCI Communication Services Index ETF 5.7 8 30 4.7 -3.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 5.7 9 29 4.2 -3.6
STXM Strive Mid-Cap ETF 5.7 18 20 6.0 -1.9
VOX Vanguard Communication Services ETF 5.7 9 29 4.6 -3.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 5.6 60 -22 4.6 -3.3
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 5.6 55 -17 4.8 -3.1
SMOT VanEck Morningstar SMID Moat ETF 5.6 49 -11 6.4 -1.5
QNXT iShares Nasdaq-100 ex Top 30 ETF 5.6 20 18 4.2 -3.7
IYG iShares US Financial Services ETF 5.6 40 -2 5.0 -2.9
QUAL iShares MSCI USA Quality Factor ETF 5.6 15 23 4.5 -3.4
JMOM JPMorgan U.S. Momentum Factor ETF 5.6 12 26 3.4 -4.5
PXE Invesco Energy Exploration & Production ETF 5.6 60 -22 10.2 +2.3
IEO iShares U.S. Oil & Gas Exploration & Production ETF 5.6 40 -2 8.3 +0.4
GOP Unusual Whales Subversive Republican Trading ETF 5.6 50 -12 4.2 -3.6
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 5.6 40 -2 6.3 -1.5
LRGC AB US Large Cap Strategic Equities ETF 5.6 48 -10 3.9 -4.0
CALF Pacer US Small Cap Cash Cows 100 ETF 5.5 59 -21 8.3 +0.4
PFI Invesco Dorsey Wright Financial Momentum ETF 5.5 60 -22 4.7 -3.2
XLV Health Care Select Sector SPDR 5.5 8 30 6.3 -1.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 5.5 9 29 4.8 -3.0
FHLC Fidelity MSCI Health Care Index ETF 5.5 8 30 5.1 -2.8
VHT Vanguard Health Care ETF 5.5 9 29 4.9 -3.0
DUHP Dimensional US High Profitability ETF 5.4 21 17 5.4 -2.5
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 5.4 48 -10 7.9 +0.1
ACWI iShares MSCI ACWI ETF 5.4 32 6 4.6 -3.2
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 5.4 40 -2 6.0 -1.9
XLC Communication Services Select Sector SPDR 5.4 8 30 5.7 -2.2
MDY SPDR S&P Midcap 400 ETF Trust 5.3 23 15 6.1 -1.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 5.3 15 23 6.9 -1.0
VEGN US Vegan Climate ETF 5.3 60 -22 3.4 -4.4
POW VistaShares Electrification Supercycle ETF 5.3 75 -37 2.5 -5.4
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 5.3 40 -2 6.8 -1.0
VB Vanguard Small-Cap ETF 5.3 5 33 5.3 -2.6
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 5.3 15 23 7.6 -0.2
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 5.3 20 18 5.6 -2.2
GQQQ Astoria US Quality Growth Kings ETF 5.3 35 3 3.4 -4.5
WCEO Hypatia Women CEO ETF 5.3 85 -47 4.6 -3.3
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 5.2 46 -8 7.3 -0.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 5.2 10 28 4.3 -3.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 5.2 25 13 5.5 -2.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 5.2 7 31 5.3 -2.5
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 5.2 60 -22 5.9 -2.0
VAW Vanguard Materials ETF 5.2 9 29 5.2 -2.7
IXJ iShares Global Healthcare ETF 5.2 42 -4 6.2 -1.7
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 5.2 49 -11 5.1 -2.7
GQI Natixis Gateway Quality Income ETF 5.1 34 4 4.7 -3.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 5.1 15 23 6.3 -1.6
TXS Texas Capital Texas Equity Index ETF 5.1 49 -11 4.9 -3.0
RNMC First Trust Mid Cap US Equity Select ETF 5.1 60 -22 6.7 -1.2
FMAT Fidelity MSCI Materials Index ETF 5.1 8 30 5.2 -2.7
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 5.1 3 35 6.3 -1.6
KLMT Invesco MSCI Global Climate 500 ETF 5.1 10 28 4.9 -3.0
IVOO Vanguard S&P Mid-Cap 400 ETF 5.1 7 31 6.2 -1.7
QQLV Invesco QQQ Low Volatility ETF 5.1 25 13 4.3 -3.5
IJH iShares Core S&P Mid-Cap ETF 5.1 5 33 6.2 -1.6
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 5.1 80 -42 6.9 -1.0
LCDS JPMorgan Fundamental Data Science Large Core ETF 5.1 30 8 4.1 -3.8
RSPM Invesco S&P 500 Equal Weight Materials ETF 5.1 40 -2 5.6 -2.2
ESGV Vanguard ESG U.S. Stock ETF 5.0 9 29 4.2 -3.7
FMKT The Free Markets ETF 5.0 76 -38 4.2 -3.7
XJH iShares ESG Screened S&P Mid-Cap ETF 5.0 12 26 6.1 -1.8
VT Vanguard Total World Stock ETF 5.0 6 32 5.0 -2.9
ZIG Acquirers Fund 5.0 84 -46 21.2 +13.3
GEW Cambria Global EW ETF 5.0 29 9 5.4 -2.5
EDOW First Trust Dow 30 Equal Weight ETF 4.9 50 -12 4.6 -3.2
DIA SPDR Dow Jones Industrial Average ETF 4.9 16 22 4.8 -3.1
FTWO Strive FAANG 2.0 ETF 4.9 49 -11 3.7 -4.1
SPHQ Invesco S&P 500 Quality ETF 4.9 15 23 4.8 -3.1
ABEQ Absolute Select Value ETF 4.9 85 -47 4.4 -3.5
FSCS First Trust SMID Capital Strength ETF 4.9 60 -22 7.2 -0.7
BGDV Bahl & Gaynor Dividend ETF 4.9 45 -7 4.0 -3.9
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 4.8 60 -22 5.2 -2.7
LEGR First Trust Indxx Innovative Transaction & Process ETF 4.8 65 -27 7.2 -0.7
RSPH Invesco S&P 500 Equal Weight Health Care ETF 4.8 40 -2 6.7 -1.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 4.8 4 34 17.4 +9.5
LIVR Intelligent Livermore ETF 4.8 69 -31 3.1 -4.7
SAGP Strategas Global Policy Opportunities ETF 4.8 65 -27 4.9 -3.0
IXP iShares Global Comm Services ETF 4.7 42 -4 5.9 -2.0
JHSC John Hancock Multifactor Small Cap ETF 4.7 42 -4 6.1 -1.8
FMDE Fidelity Enhanced Mid Cap ETF 4.7 23 15 5.3 -2.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.7 35 3 3.5 -4.4
BLES Inspire Global Hope ETF 4.7 61 -23 5.7 -2.2
GLOF iShares Global Equity Factor ETF 4.6 20 18 5.5 -2.4
TPSC Timothy Plan US Small Cap Core ETF 4.6 52 -14 6.6 -1.2
FFLC Fidelity Fundamental Large Cap Core ETF 4.6 38 0 3.9 -4.0
ESGG FlexShares STOXX Global ESG Select Index Fund 4.6 42 -4 4.0 -3.9
MNZL Manzil Russell Halal USA Broad MarketETF 4.6 40 -2 3.9 -4.0
FDWM Fidelity Women's Leadership ETF 4.5 59 -21 4.0 -3.9
GXPC Global X PureCap MSCI Communication Services ETF 4.5 25 13 4.2 -3.7
HGRO Hedgeye Quality Growth ETF 4.5 70 -32 3.6 -4.3
USXF iShares ESG Advanced MSCI USA ETF 4.5 10 28 3.9 -4.0
SGLC SGI U.S. Large Cap Core ETF 4.4 85 -47 3.6 -4.3
GINN Goldman Sachs Innovate Equity ETF 4.4 52 -14 3.7 -4.2
RDVY First Trust Rising Dividend Achievers ETF 4.4 50 -12 5.0 -2.9
VUSE Vident U.S. Equity Strategy ETF 4.4 50 -12 3.8 -4.1
KNCT Invesco Next Gen Connectivity ETF 4.4 40 -2 3.0 -4.9
XLB Materials Select Sector SPDR 4.3 8 30 5.6 -2.3
BLCR iShares Large Cap Core Active ETF 4.3 36 2 3.0 -4.9
ABFL Abacus FCF Leaders ETF 4.3 59 -21 4.1 -3.8
JGRO JPMorgan Active Growth ETF 4.3 44 -6 2.7 -5.2
BDIV AAM Brentview Dividend Growth ETF 4.3 49 -11 3.8 -4.1
MFVL Motley Fool Value Factor ETF 4.3 50 -12 5.5 -2.4
DFAS Dimensional U.S. Small Cap ETF 4.3 26 12 5.6 -2.3
CGUS Capital Group Core Equity ETF 4.2 33 5 3.6 -4.3
LNGX Global X U.S. Natural Gas ETF 4.2 45 -7 9.7 +1.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 4.2 20 18 4.7 -3.1
XTL State Street SPDR S&P Telecom ETF 4.1 35 3 1.8 -6.1
IYZ iShares U.S. Telecommunications ETF 4.1 40 -2 6.0 -1.9
GPT Intelligent Alpha Atlas ETF 4.1 69 -31 6.2 -1.6
GRNY Fundstrat Granny Shots US Large Cap ETF 4.1 75 -37 2.2 -5.7
IYC iShares U.S. Consumer Discretionary ETF 4.1 40 -2 3.9 -4.0
IYH iShares U.S. Healthcare ETF 4.1 40 -2 5.5 -2.3
BMED Future Health ETF 4.1 85 -47 1.0 -6.9
PJP Invesco Pharmaceuticals ETF 4.1 57 -19 6.4 -1.5
FTXH First Trust Nasdaq Pharmaceuticals ETF 4.1 60 -22 6.2 -1.7
ISCB iShares Morningstar Small-Cap ETF 4.1 4 34 5.4 -2.5
SMMD iShares Russell 2500 ETF 4.0 15 23 5.5 -2.3
FXD First Trust Consumer Discretionary AlphaDEX Fund 4.0 61 -23 8.4 +0.5
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 4.0 49 -11 4.6 -3.2
DUSA Davis Select U.S. Equity ETF 4.0 61 -23 6.9 -0.9
DWLD Davis Select Worldwide ETF 4.0 63 -25 7.0 -0.9
AIEQ AI Powered Equity ETF 3.9 75 -37 3.8 -4.1
PXI Invesco Dorsey Wright Energy Momentum ETF 3.9 60 -22 4.7 -3.2
RTH VanEck Retail ETF 3.9 35 3 5.2 -2.7
DSMC Distillate Small/Mid Cash Flow ETF 3.9 55 -17 10.2 +2.3
RFFC ALPS Active Equity Opportunity ETF 3.9 48 -10 3.7 -4.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.9 45 -7 3.7 -4.2
NIXT Research Affiliates Deletions ETF 3.9 9 29 6.2 -1.7
XRT State Street SPDR S&P Retail ETF 3.9 35 3 7.9 +0.0
TRFM AAM Transformers ETF 3.9 49 -11 1.0 -6.8
DGLO First Trust RBA Deglobalization ETF 3.9 70 -32 5.4 -2.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 3.9 75 -37 5.9 -2.0
SMOX Horizon Small/Mid Cap Core Equity ETF 3.9 75 -37 5.4 -2.4
DFNL Davis Select Financial ETF 3.8 63 -25 7.1 -0.8
POWA Invesco Bloomberg Pricing Power ETF 3.8 40 -2 6.1 -1.8
CUT Invesco MSCI Global Timber ETF 3.8 61 -23 8.2 +0.3
SAMM Strategas Macro Momentum ETF 3.8 66 -28 3.7 -4.2
NDIV Amplify Natural Resources Dividend Income ETF 3.8 59 -21 10.9 +3.0
ESML iShares ESG Aware MSCI USA Small-Cap ETF 3.8 17 21 5.0 -2.9
YOKE Yoke Core ETF 3.7 42 -4 3.9 -4.0
FSMD Fidelity Small-Mid Multifactor ETF 3.7 15 23 6.6 -1.3
WDNA WisdomTree BioRevolution Fund 3.7 45 -7 -1.8 -9.7
STRN SMART Trend 25 ETF 3.7 59 -21 2.6 -5.3
KCE State Street SPDR S&P Capital Markets ETF 3.7 35 3 5.7 -2.2
CGV Conductor Global Equity Value ETF 3.6 130 -92 7.6 -0.2
SURE AdvisorShares Insiders Advantage ETF 3.6 90 -52 7.7 -0.1
OCEN IQ Clean Oceans ETF 3.6 45 -7 4.6 -3.2
VFMO Vanguard U.S. Momentum Factor ETF 3.6 13 25 1.8 -6.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 3.5 35 3 6.8 -1.1
NANC Unusual Whales Subversive Democratic Trading ETF 3.5 75 -37 2.9 -5.0
QLTY GMO U.S. Quality ETF 3.5 50 -12 3.9 -3.9
AIPO Defiance AI & Power Infrastructure ETF 3.5 69 -31 0.9 -6.9
FXH First Trust Health Care AlphaDEX Fund 3.5 62 -24 4.3 -3.6
PEXL Pacer US Export Leaders ETF 3.4 60 -22 3.2 -4.7
PBJ Invesco Food & Beverage ETF 3.4 57 -19 8.3 +0.4
TPYP Tortoise North American Pipeline Fund 3.4 40 -2 4.9 -3.0
KOCG FIS Knights of Columbus Global Belief ETF 3.4 75 -37 4.6 -3.3
PPH VanEck Pharmaceutical ETF 3.4 36 2 7.0 -0.9
THNR Amplify Weight Loss Drug & Treatment ETF 3.4 59 -21 5.9 -2.0
IHE iShares U.S. Pharmaceuticals ETF 3.4 40 -2 4.4 -3.5
MEDX Horizon Kinetics Medical ETF 3.4 85 -47 1.5 -6.4
HOMZ Hoya Capital Housing ETF 3.4 30 8 10.9 +3.0
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 3.4 75 -37 2.1 -5.8
FTXR First Trust Nasdaq Transportation ETF 3.4 60 -22 7.1 -0.8
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.4 35 3 6.5 -1.4
SPGP Invesco S&P 500 GARP ETF 3.3 34 4 5.9 -2.0
VDIG Vanguard Wellington Dividend Growth Active ETF 3.3 40 -2 4.6 -3.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 3.3 24 14 6.0 -1.8
NUSC Nuveen ESG Small-Cap ETF 3.3 31 7 5.0 -2.9
CCNR ALPS CoreCommodity Natural Resources ETF 3.3 39 -1 7.8 -0.1
DEMZ Democratic Large Cap Core ETF 3.3 45 -7 3.8 -4.0
PRAY FIS Christian Stock Fund 3.2 69 -31 4.1 -3.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.2 12 26 4.5 -3.4
AQLT iShares MSCI Global Quality Factor ETF 3.2 18 20 0.0 -7.9
TDV ProShares S&P Technology Dividend Aristocrats ETF 3.2 45 -7 5.1 -2.8
IQSM IQ Candriam U.S. Mid Cap Equity ETF 3.2 15 23 5.1 -2.8
SMLF iShares U.S. SmallCap Equity Factor ETF 3.2 15 23 5.0 -2.9
IXG iShares Global Financials ETF 3.2 42 -4 5.8 -2.0
TIME Clockwise Core Equity & Innovation ETF 3.1 95 -57 2.1 -5.8
IYM iShares U.S. Basic Materials ETF 3.1 40 -2 4.5 -3.4
JPEF JPMorgan Equity Focus ETF 3.1 50 -12 3.9 -4.0
ABLD Abacus FCF Real Assets Leaders ETF 3.1 69 -31 6.4 -1.4
FCG First Trust Natural Gas ETF 3.1 60 -22 12.8 +4.9
BFOR ALPS Barron's 400 ETF 3.0 65 -27 21.8 +13.9
AGQI First Trust Active Global Quality Income ETF 3.0 85 -47 6.3 -1.5
XT iShares Exponential Technologies ETF 3.0 46 -8 4.0 -3.9
KBWD Invesco KBW High Dividend Yield Financial ETF 3.0 384 -346 18.3 +10.4
BRIF FIS Bright Portfolios Focused Equity ETF 3.0 65 -27 3.4 -4.5
OZEM Roundhill GLP-1 & Weight Loss ETF 3.0 59 -21 5.6 -2.3
XLY Consumer Discretionary Select Sector SPDR 3.0 8 30 4.9 -3.0
ASLV Allspring Special Large Value ETF 3.0 35 3 5.2 -2.7
OPTZ Optimize Strategy Index ETF 2.9 50 -12 3.5 -4.4
FTC First Trust Large Cap Growth AlphaDEX Fund 2.9 59 -21 1.9 -5.9
BIBL Inspire 100 ETF 2.9 35 3 4.3 -3.6
MVAL VanEck Morningstar Wide Moat Value ETF 2.9 49 -11 6.3 -1.5
FFND Future Fund Active ETF 2.9 100 -62 4.4 -3.5
XMMO Invesco S&P MidCap Momentum ETF 2.9 34 4 3.8 -4.1
STXK Strive Small-Cap ETF 2.9 18 20 5.2 -2.7
HART IQ Healthy Hearts ETF 2.9 45 -7 6.0 -1.9
VFQY Vanguard U.S. Quality Factor ETF 2.8 13 25 5.4 -2.4
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.8 10 28 8.9 +1.0
IJS iShares S&P Small-Cap 600 Value ETF 2.8 18 20 8.8 +0.9
SLYV State Street SPDR S&P 600 Small Cap Value ETF 2.8 15 23 8.9 +1.0
XPH State Street SPDR S&P Pharmaceuticals ETF 2.8 35 3 -1.6 -9.5
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 2.7 60 -22 3.5 -4.4
FXZ First Trust Materials AlphaDEX Fund 2.7 61 -23 6.5 -1.3
VCR Vanguard Consumer Discretionary ETF 2.7 9 29 4.7 -3.1
BKSE BNY Mellon US Small Cap Core Equity ETF 2.7 4 34 15.7 +7.8
VXF Vanguard Extended Market ETF 2.7 5 33 3.8 -4.1
SWP SWP Growth & Income ETF 2.7 99 -61 4.5 -3.4
DFNV Donoghue Forlines Innovation ETF 2.7 69 -31 3.9 -4.0
TMFC Motley Fool 100 Index ETF 2.7 50 -12 3.0 -4.9
RGEF Rockefeller Global Equity ETF 2.6 55 -17 3.9 -4.0
BESF Bastion Energy ETF 2.6 80 -42 8.3 +0.4
JGLO JPMorgan Global Select Equity ETF 2.6 33 5 4.3 -3.6
IMCG iShares Morningstar Mid-Cap Growth ETF 2.6 6 32 3.4 -4.5
BEEX BeeHive ETF 2.6 84 -46 3.7 -4.1
LCF Touchstone US Large Cap Focused ETF 2.6 69 -31 3.6 -4.3
COPY Tweedy, Browne Insider + Value ETF 2.5 80 -42 14.3 +6.5
FTGS First Trust Growth Strength ETF 2.5 60 -22 3.7 -4.1
MOAT VanEck Morningstar Wide Moat ETF 2.5 46 -8 5.5 -2.4
CRAK VanEck Oil Refiners ETF 2.5 61 -23 6.7 -1.1
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.5 39 -1 1.3 -6.6
OSCV Opus Small Cap Value ETF 2.5 79 -41 6.0 -1.9
MCDS JPMorgan Fundamental Data Science Mid Core ETF 2.5 35 3 4.9 -2.9
MAVF Matrix Advisors Value ETF 2.5 75 -37 4.9 -3.0
MXI iShares Global Materials ETF 2.5 41 -3 5.9 -2.0
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.4 15 23 4.0 -3.9
PRNT 3D Printing ETF 2.4 66 -28 1.2 -6.6
USMC Principal U.S. Mega-Cap ETF 2.4 12 26 3.5 -4.3
SMCF Themes US Small Cap Cash Flow Champions ETF 2.4 29 9 9.6 +1.8
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 2.4 65 -27 5.2 -2.7
WOOD iShares Global Timber & Forestry ETF 2.4 42 -4 11.1 +3.3
VFLO VictoryShares Free Cash Flow ETF 2.4 39 -1 6.4 -1.5
FDIS Fidelity MSCI Consumer Discretionary Index ETF 2.4 8 30 4.7 -3.1
MFMO Motley Fool Momentum Factor ETF 2.3 50 -12 2.2 -5.7
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 2.3 61 -23 6.4 -1.5
MOTG VanEck Morningstar Global Wide Moat ETF 2.3 52 -14 8.1 +0.2
SIXG Defiance Connective Technologies ETF 2.3 30 8 2.8 -5.1
ETHO Etho Climate Leadership U.S. ETF 2.2 47 -9 4.1 -3.7
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.2 40 -2 2.9 -5.0
WSML iShares MSCI World Small-Cap ETF 2.2 15 23 5.4 -2.5
NVIR Horizon Kinetics Energy and Remediation ETF 2.2 85 -47 5.0 -2.8
STXG Strive 1000 Growth ETF 2.2 18 20 3.3 -4.6
JDOC JPMorgan Healthcare Leaders ETF 2.2 65 -27 3.4 -4.5
DIVS SmartETFs Dividend Builder ETF 2.2 65 -27 4.4 -3.5
QQQ Invesco QQQ Trust Series I 2.2 20 18 3.3 -4.5
MADE iShares U.S. Manufacturing ETF 2.1 40 -2 3.8 -4.1
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 2.1 12 26 3.3 -4.5
GXPD Global X PureCap MSCI Consumer Discretionary ETF 2.1 25 13 3.9 -4.0
QQQM Invesco NASDAQ 100 ETF 2.1 15 23 3.4 -4.5
SCHA Schwab U.S. Small-Cap ETF 2.1 4 34 4.4 -3.5
PINK Simplify Health Care ETF 2.1 50 -12 0.9 -7.0
VEGI iShares MSCI Agriculture Producers ETF 2.1 39 -1 7.1 -0.8
MOO VanEck Agribusiness ETF 2.1 53 -15 8.4 +0.5
FPX First Trust US Equity Opportunities ETF 2.1 61 -23 0.9 -7.0
PSET Principal Quality ETF 2.0 15 23 5.0 -2.9
IBUY Amplify Online Retail ETF 2.0 65 -27 2.4 -5.5
RXI iShares Global Consumer Discretionary ETF 2.0 41 -3 8.8 +0.9
JSTC Adasina Social Justice All Cap Global ETF 2.0 89 -51 4.4 -3.5
AMZA InfraCap MLP ETF 2.0 164 -126 5.3 -2.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.0 64 -26 1.4 -6.5
GRPM Invesco S&P MidCap 400 GARP ETF 2.0 35 3 6.3 -1.6
PAWZ ProShares Pet Care ETF 2.0 50 -12 4.3 -3.6
NUKZ Range Nuclear Renaissance Index ETF 1.9 85 -47 1.5 -6.4
GKAT Scharf Global Opportunity ETF 1.9 57 -19 5.8 -2.1
NXTG First Trust Indxx NextG ETF 1.9 70 -32 3.5 -4.4
VIOO Vanguard S&P Small-Cap 600 ETF 1.9 7 31 6.2 -1.7
IWN iShares Russell 2000 Value ETF 1.9 24 14 4.6 -3.2
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.9 3 35 6.4 -1.5
VTWV Vanguard Russell 2000 Value ETF 1.9 10 28 4.8 -3.1
HRTS Tema Heart & Health ETF 1.9 75 -37 2.8 -5.0
CANC Tema Oncology ETF 1.9 75 -37 -2.2 -10.0
MEDI Harbor Health Care ETF 1.9 80 -42 -1.3 -9.2
SRHQ SRH U.S. Quality ETF 1.8 35 3 5.9 -1.9
CLNR IQ Cleaner Transport ETF 1.8 45 -7 4.0 -3.9
IJR iShares Core S&P Small Cap ETF 1.8 6 32 6.3 -1.6
UMI USCF Midstream Energy Income Fund ETF 1.8 85 -47 3.8 -4.0
USAI Pacer American Energy Independence ETF 1.8 75 -37 3.4 -4.5
ENFR Alerian Energy Infrastructure ETF 1.8 35 3 4.2 -3.7
EINC VanEck Energy Income ETF 1.8 48 -10 4.3 -3.5
MLPI NEOS MLP & Engy Infras Hi Inc ETF 1.8 68 -30 4.3 -3.6
MLPX Global X MLP & Energy Infrastructure ETF 1.8 45 -7 4.2 -3.7
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 1.8 59 -21 3.0 -4.9
ABIG Argent Large Cap ETF 1.8 49 -11 4.4 -3.4
FDLS Inspire Fidelis Multi Factor ETF 1.8 76 -38 3.1 -4.8
URAN Themes Uranium & Nuclear ETF 1.8 35 3 1.1 -6.8
FMTM MarketDesk Focused U.S. Momentum ETF 1.8 45 -7 5.1 -2.7
FAN First Trust Global Wind Energy ETF 1.7 60 -22 3.0 -4.8
GURU Global X Guru Index ETF 1.7 75 -37 2.4 -5.5
FSST Fidelity Sustainable U.S. Equity ETF 1.7 59 -21 3.7 -4.2
VOOG Vanguard S&P 500 Growth ETF 1.7 7 31 19.1 +11.2
TCAI Tortoise AI Infrastructure ETF 1.7 65 -27 1.5 -6.3
JPSV JPMorgan Active Small Cap Value ETF 1.7 74 -36 7.2 -0.7
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.7 4 34 3.2 -4.7
IVW iShares S&P 500 Growth ETF 1.7 18 20 3.0 -4.9
UFO Procure Space ETF 1.7 75 -37 0.1 -7.8
GLBL Pacer MSCI World Industry Advantage ETF 1.7 65 -27 3.5 -4.4
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.7 39 -1 7.2 -0.7
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 1.7 49 -11 6.5 -1.3
SNPG Xtrackers S&P 500 Growth ESG ETF 1.7 15 23 4.1 -3.7
IUSG iShares Core S&P U.S. Growth ETF 1.7 4 34 3.2 -4.7
FNDA Schwab Fundamental US Small Co. Index ETF 1.6 25 13 6.2 -1.7
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.6 15 23 3.1 -4.8
CZAR Themes Natural Monopoly ETF 1.6 35 3 5.3 -2.6
CBSE Clough Select Equity ETF 1.6 85 -47 0.4 -7.5
PKW Invesco Buyback Achievers ETF 1.6 62 -24 6.9 -0.9
CGGO Capital Group Global Growth Equity ETF 1.6 47 -9 4.1 -3.8
ONEQ Fidelity Nasdaq Composite Index ETF 1.6 21 17 3.0 -4.9
RSPT Invesco S&P 500 Equal Weight Technology ETF 1.6 40 -2 3.8 -4.1
STXD Strive 1000 Dividend Growth ETF 1.6 35 3 4.5 -3.3
FBCG Fidelity Blue Chip Growth ETF 1.6 59 -21 2.3 -5.6
DRIV Global X Autonomous & Electric Vehicles ETF 1.6 68 -30 3.5 -4.4
RNIN Bushido Capital US SMID Cap Equity ETF 1.5 70 -32 9.4 +1.5
TOLL Tema Durable Quality ETF 1.5 75 -37 3.8 -4.0
SDG iShares MSCI Global Sustainable Development Goals ETF 1.5 49 -11 4.6 -3.3
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.5 20 18 0.9 -7.0
SMDV ProShares Russell 2000 Dividend Growers ETF 1.5 40 -2 6.8 -1.0
CGGR Capital Group Growth ETF 1.5 39 -1 2.7 -5.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.5 10 28 3.7 -4.1
QQMG Invesco ESG NASDAQ 100 ETF 1.5 20 18 3.3 -4.6
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.4 15 23 6.2 -1.7
ISHP First Trust Nasdaq Retail ETF 1.4 60 -22 5.5 -2.3
IYJ iShares U.S. Industrials ETF 1.4 40 -2 4.2 -3.6
ISMD Inspire Small/Mid Cap ETF 1.4 54 -16 5.0 -2.9
ASCE Allspring SMID Core ETF 1.4 38 0 3.0 -4.9
BUZZ VanEck Social Sentiment ETF 1.4 75 -37 -0.7 -8.5
IHF iShares U.S. Healthcare Providers ETF 1.4 40 -2 6.6 -1.3
XHS State Street SPDR S&P Health Care Services ETF 1.4 35 3 3.2 -4.7
QTUM Defiance Quantum ETF 1.4 40 -2 3.9 -4.0
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.3 35 3 7.0 -0.9
QGRO American Century U.S. Quality Growth ETF 1.3 29 9 4.1 -3.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.3 70 -32 2.2 -5.6
KROP Global X AgTech & Food Innovation ETF 1.3 50 -12 6.1 -1.7
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 1.2 60 -22 4.4 -3.5
DARP Grizzle Growth ETF 1.2 75 -37 1.8 -6.1
FESM Fidelity Enhanced Small Cap ETF 1.2 28 10 2.2 -5.6
GRNJ Fundstrat Granny Shots US Small & Mid Cap ETF 1.2 75 -37 2.1 -5.8
AFOS ARS Focused Opportunities Strategy ETF 1.2 45 -7 2.0 -5.9
EFRA iShares Environmental Infrastructure and Industrials ETF 1.2 47 -9 5.2 -2.7
FTRI First Trust Indxx Global Natural Resources Income ETF 1.2 70 -32 6.2 -1.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.2 79 -41 4.2 -3.7
MVPA Miller Value Partners Appreciation ETF 1.2 60 -22 9.4 +1.6
AVUV Avantis U.S. Small Cap Value ETF 1.2 25 13 7.8 -0.0
XJR iShares ESG Screened S&P Small-Cap ETF 1.2 12 26 6.2 -1.7
FPAG FPA Global Equity ETF 1.1 49 -11 5.7 -2.2
IDNA iShares Genomics Immunology and Healthcare ETF 1.1 47 -9 -0.3 -8.2
AGNG Global X Aging Population ETF 1.1 50 -12 4.3 -3.6
GDOC Goldman Sachs Future Health Care Equity ETF 1.1 75 -37 0.9 -7.0
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.1 49 -11 7.1 -0.8
LGRO Level Four Large Cap Growth Active ETF 1.1 55 -17 3.6 -4.3
AIRR First Trust RBA American Industrial Renaissance ETF 1.1 70 -32 4.4 -3.5
AFSM First Trust Active Factor Small Cap ETF 1.0 75 -37 5.6 -2.3
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 1.0 45 -7 -1.5 -9.4
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.0 29 9 6.4 -1.5
IWM iShares Russell 2000 ETF 1.0 19 19 2.6 -5.3
XLK Technology Select Sector SPDR 1.0 8 30 3.3 -4.6
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -68 9.8 +1.9
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.0 12 26 3.7 -4.2
RSSL Global X Russell 2000 ETF 1.0 8 30 2.7 -5.2
VGT Vanguard Information Technology ETF 1.0 9 29 25.2 +17.3
VTWO Vanguard Russell 2000 ETF 1.0 7 31 2.8 -5.1
RW Rainwater Equity ETF 1.0 125 -87 3.4 -4.5
TOPT iShares Top 20 U.S. Stocks ETF 1.0 20 18 3.3 -4.6
VNSE Natixis Vaughan Nelson Select ETF 1.0 80 -42 3.5 -4.4
BWEB Bitwise Web3 ETF 1.0 85 -47 -0.1 -8.0
NETZ TCW Transform Systems ETF 1.0 75 -37 1.5 -6.4
IYW iShares U.S. Technology ETF 1.0 40 -2 3.0 -4.9
IGM iShares Expanded Tech Sector ETF 0.9 41 -3 2.7 -5.2
FTEC Fidelity MSCI Information Technology Index ETF 0.9 8 30 3.1 -4.8
GXPT Global X PureCap MSCI Information Technology ETF 0.9 25 13 3.3 -4.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.9 10 28 4.3 -3.6
IJK iShares S&P Mid-Cap 400 Growth ETF 0.9 17 21 4.3 -3.6
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.9 15 23 4.3 -3.6
IXN iShares Global Tech ETF 0.9 41 -3 2.7 -5.2
IETC iShares U.S. Tech Independence Focused ETF 0.9 18 20 3.2 -4.7
DUNK Dana Unconstrained Equity ETF 0.9 75 -37 1.8 -6.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.9 50 -12 3.6 -4.3
SPHB Invesco S&P 500 High Beta ETF 0.9 25 13 3.7 -4.2
NLR VanEck Uranium+Nuclear Energy ETF 0.9 61 -23 1.8 -6.1
TNUK Tortoise Nuclear Renaissance ETF 0.9 75 -37 0.9 -7.0
FEOE First Eagle Overseas Equity ETF 0.8 79 -41 6.1 -1.8
TMFX Motley Fool Next Index ETF 0.8 50 -12 2.9 -5.0
IBLC iShares Blockchain and Tech ETF 0.8 47 -9 -1.3 -9.2
YNOT Horizon Digital Frontier ETF 0.8 75 -37 2.6 -5.3
IVES Wedbush ETFMG Global Cloud Technology ETF 0.8 68 -30 3.6 -4.3
SNSR Global X Internet of Things ETF 0.8 68 -30 3.6 -4.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.8 65 -27 1.4 -6.5
XNTK State Street SPDR NYSE Technology ETF 0.8 35 3 2.5 -5.3
AIVC Amplify Bloomberg AI Value Chain ETF 0.8 59 -21 3.6 -4.3
FDTX Fidelity Disruptive Technology ETF 0.8 50 -12 1.6 -6.2
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.8 58 -20 3.7 -4.2
CIBR First Trust NASDAQ Cybersecurity ETF 0.8 60 -22 3.4 -4.5
USRD Themes US R&D Champions ETF 0.8 29 9 4.0 -3.8
AIQ Global X Artificial Intelligence & Technology ETF 0.8 68 -30 2.8 -5.1
ARTY iShares Future AI & Tech ETF 0.8 47 -9 2.4 -5.5
BLOK Amplify Transformational Data Sharing ETF 0.8 75 -37 -0.1 -8.0
SKYY First Trust Cloud Computing ETF 0.8 60 -22 2.5 -5.4
FIDU Fidelity MSCI Industrial Index ETF 0.8 8 30 3.9 -4.0
VCLN Virtus Duff & Phelps Clean Energy ETF 0.8 59 -21 2.7 -5.1
SMOG VanEck Low Carbon Energy ETF 0.8 61 -23 1.3 -6.6
CNRG State Street SPDR S&P Kensho Clean Power ETF 0.8 45 -7 0.0 -7.8
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 0.8 79 -41 3.7 -4.1
DVGR DAC 3D Dividend Growth ETF 0.8 65 -27 4.9 -3.0
RVER Trenchless Fund ETF 0.8 65 -27 0.6 -7.3
AGIX KraneShares Artificial Intelligence and Technology ETF 0.8 99 -61 1.1 -6.7
PAVE Global X U.S. Infrastructure Development ETF 0.8 47 -9 4.6 -3.3
VIS Vanguard Industrials ETF 0.8 9 29 3.9 -4.0
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.8 85 -47 2.6 -5.3
FTAG First Trust Indxx Global Agriculture ETF 0.8 70 -32 6.7 -1.2
QABA First Trust NASDAQ ABA Community Bank Index Fund 0.8 60 -22 7.5 -0.4
RNSC Furst Trust Small Cap US Equity Select ETF 0.8 60 -22 4.6 -3.3
KBWP Invesco KBW Property & Casualty Insurance ETF 0.8 35 3 7.0 -0.8
FSGS First Trust SMID Growth Strength ETF 0.8 60 -22 4.8 -3.0
GLRY Inspire Faithward Mid Cap Momentum ETF 0.8 80 -42 4.2 -3.6
AVUQ Avantis U.S. Quality ETF 0.8 15 23 3.8 -4.1
DTAN Sparkline International Intangible Value ETF 0.8 55 -17 7.1 -0.8
TMFG Motley Fool Global Opportunities ETF 0.8 85 -47 3.9 -4.0
TMFM Motley Fool Mid-Cap Growth ETF 0.8 85 -47 2.2 -5.7
RUNN Running Oak Efficient Growth ETF 0.8 58 -20 5.0 -2.9
MDCP VictoryShares THB Mid Cap ESG ETF 0.8 55 -17 5.0 -2.9
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.7 43 -5 5.1 -2.8
PSCM Invesco S&P SmallCap Materials ETF 0.7 29 9 10.3 +2.4
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.7 30 8 13.7 +5.8
TMFS Motley Fool Small-Cap Growth ETF 0.7 85 -47 1.3 -6.6
MFIG Motley Fool Innovative Growth Factor ETF 0.7 50 -12 2.8 -5.1
ABOT Abacus FCF Innovation Leaders ETF 0.7 69 -31 3.6 -4.3
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 0.7 58 -20 3.2 -4.7
PBE Invesco Biotechnology & Genome ETF 0.7 58 -20 1.7 -6.2
BBP Virtus LifeSci Biotech Products ETF 0.7 79 -41 -3.4 -11.2
BBH VanEck Biotech ETF 0.7 35 3 4.5 -3.4
PTH Invesco Dorsey Wright Healthcare Momentum ETF 0.7 60 -22 -1.3 -9.1
XBI State Street SPDR S&P Biotech ETF 0.7 35 3 -1.3 -9.2
IBBQ Invesco Nasdaq Biotechnology ETF 0.7 19 19 0.2 -7.6
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 0.7 49 -11 3.1 -4.8
GNOM Global X Genomics & Biotechnology ETF 0.7 50 -12 -2.1 -9.9
IBB iShares Biotechnology ETF 0.7 45 -7 -0.5 -8.4
FBT First Trust NYSE Arca Biotechnology Index Fund 0.7 56 -18 2.1 -5.8
SVAL iShares US Small Cap Value Factor ETF 0.7 20 18 6.9 -1.0
FXL First Trust Technology AlphaDEX Fund 0.7 61 -23 5.0 -2.9
TRUD VanEck Consumer Disc TruSector ETF 0.7 14 24 3.2 -4.7
XLSR State Street US Sector Rotation ETF 0.7 70 -32 4.4 -3.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.7 9 29 3.7 -4.2
AMID Argent Mid Cap ETF Argent Mid Cap ETF 0.6 52 -14 5.2 -2.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.6 20 18 4.0 -3.9
LCLG Logan Capital Broad Innovative Growth ETF 0.6 99 -61 3.2 -4.7
ILCG iShares Morningstar Growth ETF 0.6 4 34 3.3 -4.6
FELG Fidelity Enhanced Large Cap Growth ETF 0.6 18 20 3.5 -4.4
CCSO Carbon Collective Climate Solutions US Equity ETF 0.6 35 3 1.1 -6.8
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 0.6 29 9 8.7 +0.9
ROSC Hartford Multifactor Small Cap ETF 0.6 34 4 7.1 -0.8
JGRW Jensen Quality Growth ETF 0.6 57 -19 4.3 -3.6
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 0.6 49 -11 3.9 -4.0
PRXG Praxis Impact Large Cap Growth ETF 0.6 36 2 3.3 -4.6
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.6 39 -1 3.5 -4.3
CARZ First Trust NASDAQ Global Auto Index Fund 0.6 70 -32 2.5 -5.4
IWY iShares Russell Top 200 Growth ETF 0.6 20 18 3.9 -4.0
XLI Industrial Select Sector SPDR 0.5 8 30 3.9 -4.0
MISL First Trust Indxx Aerospace & Defense ETF 0.5 60 -22 2.0 -5.9
ROKT State Street SPDR S&P Kensho Final Frontiers ETF 0.5 45 -7 0.9 -7.0
SHLD Global X Defense Tech ETF 0.5 50 -12 3.3 -4.6
DRNZ REX Drone ETF 0.5 65 -27 -1.9 -9.8
FITE State Street SPDR S&P Kensho Future Security ETF 0.5 45 -7 1.1 -6.8
ITA iShares U.S. Aerospace & Defense ETF 0.5 40 -2 1.7 -6.2
FCTE SMI 3Fourteen Full-Cycle Trend ETF 0.5 85 -47 4.2 -3.7
XAR State Street SPDR S&P Aerospace & Defense ETF 0.5 35 3 2.0 -5.9
EXI iShares Global Industrials ETF 0.5 42 -4 3.7 -4.2
PPA Invesco Aerospace & Defense ETF 0.5 58 -20 2.1 -5.8
KAT Scharf ETF 0.5 87 -49 6.1 -1.8
NATO Themes Transatlantic Defense ETF 0.5 35 3 2.0 -5.8
RSPN Invesco S&P 500 Equal Weight Industrials ETF 0.5 40 -2 4.8 -3.1
XSHQ Invesco S&P SmallCap Quality ETF 0.5 29 9 6.9 -1.0
PSCF Invesco S&P SmallCap Financials ETF 0.5 29 9 8.2 +0.4
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.5 36 2 8.1 +0.2
SIXS ETC 6 Meridian Small Cap Equity ETF 0.5 89 -51 7.8 -0.1
XSW State Street SPDR S&P Software & Services ETF 0.5 35 3 2.5 -5.3
WRND IQ Global Equity R&D Leaders ETF 0.5 18 20 4.1 -3.8
VONG Vanguard Russell 1000 Growth ETF 0.5 7 31 3.9 -4.0
SQLV Royce Quant Small-Cap Quality Value ETF 0.5 60 -22 7.5 -0.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.5 30 8 4.0 -3.9
IWF iShares Russell 1000 Growth ETF 0.5 19 19 15.5 +7.6
VUG Vanguard Growth ETF 0.5 4 34 21.4 +13.5
TRUT VanEck Technology TruSector ETF 0.5 13 25 3.9 -4.0
XMHQ Invesco S&P MidCap Quality ETF 0.5 25 13 6.0 -1.9
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.5 35 3 6.0 -1.9
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.5 70 -32 4.2 -3.7
HAPS Harbor Human Capital Factor US Small Cap ETF 0.4 60 -22 3.2 -4.7
PSC Principal U.S. Small-Cap ETF 0.4 38 0 3.6 -4.3
DES WisdomTree U.S. SmallCap Dividend Fund 0.4 38 0 8.0 +0.2
PDP Invesco Dorsey Wright Momentum ETF 0.4 62 -24 1.7 -6.2
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 0.4 60 -22 0.9 -7.0
IWP iShares Russell Mid-Cap Growth ETF 0.3 23 15 3.1 -4.8
RND First Trust Bloomberg R&D Leaders ETF 0.3 60 -22 2.6 -5.3
ISCG iShares Morningstar Small-Cap Growth ETF 0.3 6 32 2.8 -5.1
VBK Vanguard Small-Cap Growth ETF 0.3 7 31 1.3 -6.6
HWAY Themes US Infrastructure ETF 0.3 29 9 4.7 -3.2
AVSC Avantis U.S Small Cap Equity ETF 0.3 25 13 4.5 -3.3
ANEW ProShares MSCI Transformational Changes ETF 0.3 45 -7 4.3 -3.6
WSGE Warren Street Global Equity ETF 0.3 80 -42 2.9 -5.0
CLOU Global X Cloud Computing ETF 0.2 68 -30 2.2 -5.7
MGMT Ballast Small/Mid Cap ETF 0.2 110 -72 7.5 -0.3
ALRG Allspring LT Large Core ETF 0.2 28 10 3.5 -4.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 -1 2.2 -5.7
DISV Dimensional International Small Cap Value ETF 0.1 42 -4 7.7 -0.2
APIE ActivePassive International Equity ETF 0.1 45 -7 6.4 -1.5
IWO iShares Russell 2000 Growth ETF 0.1 24 14 0.5 -7.4
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.1 40 -2 3.7 -4.2
FFF Founders 100 ETF 0.1 75 -37 2.4 -5.5
VTWG Vanguard Russell 2000 Growth ETF 0.1 10 28 0.7 -7.2
DFIV Dimensional International Value ETF 0.1 27 11 7.5 -0.4
DFIS Dimensional International Small Cap ETF 0.1 39 -1 6.0 -1.9
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 -7 6.5 -1.3
AVSD Avantis Responsible International Equity ETF 0.0 23 15 5.9 -2.0
DFSI Dimensional International Sustainability Core 1 ETF 0.0 24 14 5.6 -2.3
DFIC Dimensional International Core Equity 2 ETF 0.0 23 15 6.1 -1.7
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 8 6.3 -1.6
DFAI Dimensional International Core Equity Market ETF 0.0 18 20 5.9 -1.9
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 -27 0.0 -7.9

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

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

Forward
multiple:
iShares Select 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 15.6 %
Divided by: Fwd. P/BV 1.9 x
Less: Expense ratio 38 bp
Equals: ALTAR Score 7.9 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

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

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

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

 

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