First Trust EIP Carbon Impact ETF
ALTAR
Score™		 5.0% info Recommen-
dation		 NEUTRAL
2024E    2025E
P/E
ratio		 17.4x P/Sales
ratio		 1.9x
P/BV
ratio		 1.9x Div.
yield		 3.8%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The First EIP Carbon Impact ETF tracks an index of developed-economy equities of companies committed to a reduction of carbon emissions.

FUND BASICS
Category Global Equities
Fund Sponsor First Trust
Website www.ftportfolios.com
Inception date Aug 20, 2019
Assets (mns) $156
Currency USD
Expense ratio 96 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 305
Wgt avg mkt cap (mns) $23,540
Large cap (>$10bn) 73.0%
Mid cap ($2-10bn) 26.6%
Small cap (<$2bn) 0.5%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
US DOLLAR 34.8 %
DT MIDSTREAM, INC. 6.0 %
AMERICAN ELECTRIC POWER 4.6 %
TARGA RESOURCES CORP 4.3 %
SEMPRA ENERGY 4.1 %
SOUTHERN CO 4.0 %
ATMOS ENERGY CORP 3.8 %
XCEL ENERGY INC 3.4 %
PPL CORPORATION 3.4 %
CHENIERE ENERGY PARTNERS LP 3.4 %
Total 72.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 82.5 %
CANADA 6.8 %
SPAIN 1.7 %
BERMUDA 1.6 %
ITALY 1.2 %
DENMARK 0.5 %





HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
5.5% 5.7% -- -- 6.2%

Market Correlations
versus... Beta R-squared
S&P500 0.67 63%
MSCI EAFE 0.69 61%
MSCI Emg. Mkts. 0.50 34%

Technical Indicators
Recent close $26.42
30d moving avg. $25.70
Annualized volatility 15.2%
Short interest (ETF) 0.2%
Relative strength (RSI) 57

Liquidity measures
Avg. volume (thou.) 11
Turnover 0.2%
Bid/Ask (% of price) 0.29%
ADV underlying (mns) $10,970

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 707 potential alternatives to the First Trust EIP Carbon Impact ETF ETF based on the alternatives' overlap in portfolio holdings with ECLN. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: ECLN Expense: 96 bp ALTAR Score™: 5.0%


ALTERNATIVE ETFs BASED ON OVERLAP WITH ECLN
Ticker Fund
Name		 Overlap1
vs ECLN
(%)		 Expense
ratio
(bp)		 Savings
vs ECLN
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs ECLN
(%)
EMLP First Trust North American Energy Infrastructure Fund 54.7 95 1 5.3 +0.3
RSPU Invesco S&P 500 Equal Weight Utilities ETF 44.2 40 56 6.1 +1.1
PUI Invesco Dorsey Wright Utilities Momentum ETF 43.6 60 36 6.1 +1.1
EIPI FT Energy Income Partners Enhanced Income ETF 40.0 110 -14 5.8 +0.7
VPU Vanguard Utilities ETF 39.0 10 86 6.0 +1.0
FUTY Fidelity MSCI Utilities Index ETF 38.3 8 88 6.0 +1.0
FXU First Trust Utilities AlphaDEX Fund 38.2 64 32 6.4 +1.4
XLU Utilities Select Sector SPDR Fund 37.6 9 87 6.0 +0.9
IDU iShares U.S. Utilities ETF 36.3 40 56 5.4 +0.4
JXI iShares Global Utilities ETF 31.6 43 53 6.3 +1.3
UTES Virtus Reaves Utilities ETF 24.3 49 47 5.2 +0.2
RBLD First Trust Alerian US NextGen Infrastructure ETF 23.2 65 31 5.1 +0.1
IGF iShares Global Infrastructure ETF 19.7 41 55 4.8 -0.2
GII SPDR S&P Global Infrastructure ETF 19.7 40 56 4.8 -0.2
IFRA iShares U.S. Infrastructure ETF 19.4 30 66 6.4 +1.3
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 19.1 45 51 5.8 +0.8
TPYP Tortoise North American Pipeline Fund 19.1 40 56 5.2 +0.2
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 17.5 35 61 8.1 +3.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 17.5 38 58 8.1 +3.1
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 16.3 46 50 5.4 +0.3
TPHD Timothy Plan High Dividend Stock ETF 16.2 52 44 6.3 +1.3
TPHE Timothy Plan High Dividend Stock Enhanced ETF 16.2 54 42 6.3 +1.2
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 15.6 27 69 7.5 +2.4
IQRA IQ CBRE Real Assets ETF 15.3 65 31 5.5 +0.5
MLPX Global X MLP & Energy Infrastructure ETF 14.3 45 51 4.7 -0.3
ENFR Alerian Energy Infrastructure ETF 14.3 35 61 4.7 -0.4
UMI USCF Midstream Energy Income Fund ETF 13.8 85 11 4.5 -0.6
DVY iShares Select Dividend ETF 13.7 38 58 8.6 +3.5
EINC VanEck Energy Income ETF 13.4 48 48 4.6 -0.4
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 12.9 55 41 3.5 -1.6
USAI Pacer American Energy Independence ETF 12.5 75 21 4.1 -0.9
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 11.8 25 71 5.4 +0.4
SPLV Invesco S&P 500 Low Volatility ETF 11.8 25 71 5.4 +0.3
ALTL Pacer Lunt Large Cap Alternator ETF 11.8 60 36 5.0 -0.0
SPYD SPDR Portfolio S&P 500 High Dividend ETF 11.5 7 89 8.8 +3.7
DURA VanEck Durable High Dividend ETF 11.0 29 67 7.1 +2.1
IVRA Invesco Real Assets ESG ETF 10.9 59 37 6.4 +1.4
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 10.8 75 21 4.6 -0.4
MAGA Point Bridge America First ETF 10.7 72 24 6.4 +1.3
FVD First Trust Value Line Dividend Index Fund 10.7 65 31 6.2 +1.2
SDY SPDR S&P Dividend ETF 10.6 35 61 6.1 +1.1
HDV iShares Core High Dividend ETF 10.3 8 88 8.1 +3.1
IMCV iShares Morningstar Mid-Cap Value ETF 10.1 6 90 8.1 +3.1
DHS WisdomTree U.S. High Dividend Fund 9.9 38 58 8.1 +3.1
FLDZ RiverNorth Patriot ETF 9.8 75 21 5.6 +0.6
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 9.5 30 66 8.5 +3.5
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 9.2 56 40 6.2 +1.2
YLDE ClearBridge Dividend Strategy ESG ETF 9.0 60 36 5.3 +0.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 8.8 47 49 5.7 +0.7
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 8.7 60 36 6.0 +1.0
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 8.6 75 21 7.6 +2.5
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 8.6 52 44 5.4 +0.4
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 8.6 24 72 7.7 +2.7
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 8.6 58 38 5.3 +0.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 8.5 18 78 7.4 +2.4
SIXL ETC 6 Meridian Low Beta Equity ETF 8.5 80 16 4.6 -0.4
FTA First Trust Large Cap Value AlphaDEX Fund 8.5 59 37 8.4 +3.4
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 8.2 12 84 5.6 +0.5
MDLV Morgan Dempsey Large Cap Value ETF 8.2 58 38 8.2 +3.2
VOE Vanguard Mid-Cap Value ETF 7.7 7 89 7.3 +2.3
ONEY SPDR Russell 1000 Yield Focus ETF 7.6 20 76 9.9 +4.9
NDIV Amplify Natural Resources Dividend Income ETF 7.6 59 37 9.4 +4.4
PXI Invesco Dorsey Wright Energy Momentum ETF 7.4 60 36 7.3 +2.3
RSPG Invesco S&P 500 Equal Weight Energy ETF 7.4 40 56 8.0 +3.0
VRAI Virtus Real Asset Income ETF 7.3 55 41 8.3 +3.2
FXN First Trust Energy AlphaDEX Fund 7.3 62 34 1.1 -3.9
FTXN First Trust Nasdaq Oil & Gas ETF 7.3 60 36 8.0 +2.9
FDL First Trust Morningstar Dividend Leaders Index Fund 7.2 45 51 9.2 +4.1
BGIG Bahl & Gaynor Income Growth ETF 7.1 45 51 5.2 +0.2
XMLV Invesco S&P MidCap Low Volatility ETF 6.9 25 71 6.6 +1.6
IYE iShares U.S. Energy ETF 6.8 40 56 6.9 +1.8
TXS Texas Capital Texas Equity Index ETF 6.8 49 47 5.3 +0.3
RNEW VanEck Green Infrastructure ETF 6.7 45 51 -1.5 -6.5
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 6.7 40 56 7.5 +2.5
FEX First Trust Large Cap Core AlphaDEX Fund 6.6 59 37 6.0 +1.0
NVIR Horizon Kinetics Energy and Remediation ETF 6.5 85 11 1.8 -3.2
INEQ Columbia International Equity Income ETF 6.4 45 51 6.4 +1.4
VDE Vanguard Energy ETF 6.4 10 86 7.0 +2.0
EQAL Invesco Russell 1000 Equal Weight ETF 6.3 20 76 5.8 +0.8
DIVZ TrueShares Low Volatility Equity Income ETF 6.3 65 31 8.4 +3.4
CFA VictoryShares US 500 Volatility Wtd ETF 6.2 35 61 5.9 +0.9
IMCB iShares Morningstar Mid-Cap ETF 6.2 4 92 6.2 +1.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 6.2 40 56 5.9 +0.9
ONEV SPDR Russell 1000 Low Volatility Focus ETF 6.2 20 76 7.9 +2.9
FENY Fidelity MSCI Energy Index ETF 6.2 8 88 7.1 +2.1
VCLN Virtus Duff & Phelps Clean Energy ETF 6.2 59 37 3.4 -1.6
SPDV AAM S&P 500 High Dividend Value ETF 6.1 29 67 10.1 +5.1
FDVV Fidelity High Dividend ETF 6.1 15 81 9.0 +4.0
VO Vanguard Mid-Cap ETF 6.1 4 92 5.9 +0.9
DEW WisdomTree Global High Dividend Fund 6.0 58 38 8.7 +3.7
RDIV Invesco S&P Ultra Dividend Revenue ETF 6.0 39 57 8.6 +3.6
SDOG ALPS Sector Dividend Dogs ETF 5.9 36 60 9.3 +4.3
FAB First Trust Multi Cap Value AlphaDEX Fund 5.8 67 29 9.2 +4.2
AMZA InfraCap MLP ETF 5.8 164 -68 4.7 -0.3
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 5.7 40 56 6.5 +1.4
IWS iShares Russell Mid-Cap Value ETF 5.6 23 73 6.5 +1.5
SAMT Strategas Macro Thematic Opportunities ETF 5.5 65 31 4.7 -0.3
CSD Invesco S&P Spin-Off ETF 5.4 65 31 9.4 +4.4
XLE Energy Select Sector SPDR Fund 5.3 9 87 7.5 +2.5
SSPY Syntax Stratified LargeCap ETF 5.3 30 66 6.6 +1.5
FMDE Fidelity Enhanced Mid Cap ETF 5.2 23 73 6.3 +1.3
IWR iShares Russell Midcap ETF 5.1 19 77 5.6 +0.6
DGRO iShares Core Dividend Growth ETF 5.1 8 88 6.5 +1.5
IGE iShares North American Natural Resources ETF 5.1 41 55 6.9 +1.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 5.0 9 87 6.1 +1.0
RSP Invesco S&P 500 Equal Weight ETF 4.9 20 76 6.2 +1.2
USMV iShares MSCI USA Min Vol Factor ETF 4.9 15 81 5.8 +0.8
PDP Invesco Dorsey Wright Momentum ETF 4.9 62 34 3.6 -1.4
PAVE Global X U.S. Infrastructure Development ETF 4.8 47 49 5.7 +0.7
AIVL WisdomTree U.S. AI Enhanced Value Fund 4.8 38 58 6.7 +1.7
JHMM John Hancock Multifactor Mid Cap ETF 4.8 42 54 6.5 +1.4
FLV American Century Focused Large Cap Value ETF 4.8 42 54 6.6 +1.6
VYM Vanguard High Dividend Yield Index ETF 4.7 6 90 7.1 +2.1
DON WisdomTree U.S. MidCap Dividend Fund 4.7 38 58 8.3 +3.3
FCPI Fidelity Stocks for Inflation ETF 4.7 15 81 8.6 +3.6
STXV Strive 1000 Value ETF 4.6 18 78 7.7 +2.7
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 4.6 69 27 8.6 +3.6
SIZE iShares MSCI USA Size Factor ETF 4.5 15 81 6.0 +0.9
NTZG Nuveen Global Net Zero Transition ETF 4.5 56 40 4.8 -0.2
SPMV Invesco S&P 500 Minimum Variance ETF 4.5 10 86 5.6 +0.6
DIP BTD Capital Fund 4.5 129 -33 6.2 +1.2
EUSA iShares MSCI USA Equal Weighted ETF 4.5 9 87 6.0 +1.0
BLLD JPMorgan Sustainable Infrastructure ETF 4.4 49 47 5.6 +0.6
FDIV MarketDesk Focused U.S. Dividend ETF 4.3 35 61 4.6 -0.4
QLV FlexShares US Quality Low Volatility Index Fund 4.2 22 74 4.0 -1.0
RNRG Global X Renewable Energy Producers ETF 4.2 66 30 4.6 -0.4
FNK First Trust Mid Cap Value AlphaDEX Fund 4.2 70 26 10.4 +5.4
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 4.1 60 36 5.5 +0.5
BNE Blue Horizon BNE ETF 4.0 87 9 5.2 +0.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.9 70 26 4.8 -0.2
DTD WisdomTree U.S. Total Dividend Fund 3.9 28 68 6.3 +1.3
DLN WisdomTree U.S. LargeCap Dividend Fund 3.9 28 68 6.1 +1.0
FAN First Trust Global Wind Energy ETF 3.9 60 36 5.3 +0.3
INCE Franklin Income Equity Focus ETF 3.8 29 67 5.7 +0.7
LNGG Roundhill Alerian LNG ETF 3.8 65 31 8.5 +3.5
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 3.8 80 16 6.2 +1.2
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 3.8 58 38 4.7 -0.3
ESMV iShares ESG MSCI USA Min Vol Factor ETF 3.7 18 78 5.8 +0.8
DWX SPDR S&P International Dividend ETF 3.7 45 51 6.6 +1.6
SMOT VanEck Morningstar SMID Moat ETF 3.7 49 47 6.3 +1.2
VONV Vanguard Russell 1000 Value ETF 3.7 8 88 6.6 +1.6
SIXA ETC 6 Meridian Mega Cap Equity ETF 3.7 80 16 6.0 +0.9
ROUS Hartford Multifactor US Equity ETF 3.7 19 77 6.9 +1.9
CZA Invesco Zacks Mid-Cap ETF 3.7 72 24 6.4 +1.3
PTL Inspire 500 ETF 3.6 9 87 5.8 +0.7
VTV Vanguard Value ETF 3.6 4 92 6.8 +1.8
NUMV Nuveen ESG Mid-Cap Value ETF 3.5 31 65 7.0 +2.0
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 3.5 35 61 5.8 +0.8
IVE iShares S&P 500 Value ETF 3.5 18 78 6.5 +1.5
SPYV SPDR Portfolio S&P 500 Value ETF 3.5 4 92 6.7 +1.6
VOOV Vanguard S&P 500 Value ETF 3.5 10 86 6.6 +1.6
NLR VanEck Uranium+Nuclear Energy ETF 3.5 61 35 4.0 -1.0
IUSV iShares Core S&P US Value ETF 3.5 4 92 6.7 +1.7
PRF Invesco FTSE RAFI US 1000 ETF 3.5 39 57 7.1 +2.1
AMLP Alerian MLP ETF 3.4 85 11 5.1 +0.0
MLPA Global X MLP ETF 3.4 45 51 5.6 +0.6
SCHV Schwab U.S. Large-Cap Value ETF 3.4 4 92 6.6 +1.6
IWD iShares Russell 1000 Value ETF 3.4 19 77 6.5 +1.4
TMDV ProShares Russell US Dividend Growers ETF 3.4 35 61 6.5 +1.5
REVS Columbia Research Enhanced Value ETF 3.3 19 77 7.6 +2.6
QMOM Alpha Architect U.S. Quantitative Momentum ETF 3.3 39 57 3.9 -1.2
ONEO SPDR Russell 1000 Momentum Focus ETF 3.3 20 76 7.2 +2.2
JEPI JPMorgan Equity Premium Income ETF 3.2 35 61 5.4 +0.4
BIBL Inspire 100 ETF 3.2 35 61 5.1 +0.1
PEY Invesco High Yield Equity Dividend Achievers ETF 3.2 52 44 9.4 +4.4
BLES Inspire Global Hope ETF 3.2 61 35 6.4 +1.3
QDEF FlexShares Quality Dividend Defensive Index Fund 3.2 37 59 4.3 -0.7
ILCV iShares Morningstar Value ETF 3.1 4 92 6.4 +1.4
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.1 29 67 8.3 +3.2
PID Invesco International Dividend Achievers ETF 3.1 53 43 6.8 +1.8
JHML John Hancock Multifactor Large Cap ETF 3.1 29 67 5.6 +0.6
QLC FlexShares US Quality Large Cap Index Fund 3.1 25 71 5.6 +0.6
IWP iShares Russell Mid-Cap Growth ETF 3.0 23 73 4.0 -1.0
DEUS Xtrackers Russell US Multifactor ETF 3.0 17 79 7.1 +2.1
ACES ALPS Clean Energy ETF 3.0 55 41 -3.3 -8.3
KOCG FIS Knights of Columbus Global Belief ETF 3.0 75 21 5.4 +0.4
IXC iShares Global Energy ETF 3.0 44 52 9.1 +4.1
IJJ iShares S&P Mid-Cap 400 Value ETF 3.0 18 78 7.6 +2.6
RPG Invesco S&P 500 Pure Growth ETF 3.0 35 61 3.6 -1.4
ZECP Zacks Earnings Consistent Portfolio ETF 3.0 55 41 4.7 -0.3
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 3.0 20 76 4.3 -0.7
CCSO Carbon Collective Climate Solutions US Equity ETF 2.9 35 61 2.5 -2.5
FFLC Fidelity Fundamental Large Cap Core ETF 2.9 38 58 5.1 +0.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.9 15 81 7.7 +2.6
MDYV SPDR S&P 400 Mid Cap Value ETF 2.9 15 81 7.6 +2.6
JHDV John Hancock U.S. High Dividend ETF 2.9 34 62 6.4 +1.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.9 60 36 5.4 +0.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.8 65 31 5.4 +0.4
VLU SPDR S&P 1500 Value Tilt ETF 2.8 12 84 7.1 +2.1
ACWV iShares MSCI Global Min Vol Factor ETF 2.8 20 76 6.2 +1.2
FMIL Fidelity New Millennium ETF 2.8 59 37 4.6 -0.4
VOT Vanguard Mid-Cap Growth ETF 2.8 7 89 4.2 -0.8
PXE Invesco Energy Exploration & Production ETF 2.8 60 36 12.9 +7.9
FTC First Trust Large Cap Growth AlphaDEX Fund 2.8 59 37 2.9 -2.1
ICAP InfraCap Equity Income Fund ETF 2.7 171 -75 6.5 +1.5
ULVM VictoryShares US Value Momentum ETF 2.7 20 76 7.5 +2.4
PFM Invesco Dividend Achievers ETF 2.7 53 43 5.5 +0.5
CVAR Cultivar ETF 2.7 87 9 7.2 +2.2
KRUZ Unusual Whales Subversive Republican Trading ETF 2.7 75 21 5.7 +0.6
QUS SPDR MSCI USA StrategicFactors ETF 2.7 15 81 5.9 +0.9
SPXT ProShares S&P 500 Ex-Technology ETF 2.7 9 87 5.6 +0.6
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 2.6 58 38 5.0 -0.1
FLRG Fidelity U.S. Multifactor ETF 2.6 15 81 7.7 +2.6
FNX First Trust Mid Cap Core AlphaDEX Fund 2.6 60 36 6.9 +1.8
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 2.6 15 81 6.7 +1.6
EVUS iShares ESG Aware MSCI USA Value ETF 2.6 18 78 6.6 +1.6
FID First Trust S&P International Dividend Aristocrats ETF 2.6 60 36 9.4 +4.4
VBR Vanguard Small Cap Value ETF 2.6 7 89 7.8 +2.8
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 2.6 35 61 5.1 +0.1
JHSC John Hancock Multifactor Small Cap ETF 2.6 42 54 6.8 +1.8
JGLO JPMorgan Global Select Equity ETF 2.6 33 63 4.5 -0.5
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.5 49 47 5.1 +0.1
FNDX Schwab Fundamental US Large Co. Index ETF 2.5 25 71 7.1 +2.1
EWC iShares MSCI Canada ETF 2.5 50 46 7.1 +2.1
ACSI American Customer Satisfaction ETF 2.4 65 31 4.5 -0.6
TEMP JPMorgan Climate Change Solutions ETF 2.4 49 47 5.3 +0.3
AVUS Avantis U.S. Equity ETF 2.4 15 81 5.9 +0.9
FNDB Schwab Fundamental US Broad Market Index ETF 2.4 25 71 7.0 +2.0
FDLO Fidelity Low Volatility Factor ETF 2.4 15 81 5.4 +0.4
FBCV Fidelity Blue Chip Value ETF 2.4 59 37 7.3 +2.2
JMOM JPMorgan U.S. Momentum Factor ETF 2.4 12 84 4.9 -0.2
HAPI Harbor Human Capital Factor US Large Cap ETF 2.4 36 60 4.8 -0.2
DIVB iShares Core Dividend ETF 2.3 5 91 7.8 +2.8
WDIV SPDR S&P Global Dividend ETF 2.3 40 56 9.6 +4.6
BBCA JPMorgan BetaBuilders Canada ETF 2.3 19 77 7.2 +2.2
VB Vanguard Small-Cap ETF 2.3 5 91 5.2 +0.2
GURU Global X Guru Index ETF 2.3 75 21 1.8 -3.2
JAVA JPMorgan Active Value ETF 2.2 44 52 6.1 +1.1
FELV Fidelity Enhanced Large Cap Value ETF 2.2 18 78 6.5 +1.4
CRTC Xtrackers US National Critical Technologies ETF 2.2 35 61 5.4 +0.3
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 2.2 48 48 5.1 +0.1
FUNL CornerCap Fundametrics Large-Cap ETF 2.2 50 46 7.0 +2.0
NACP Impact Shares NAACP Minority Empowerment ETF 2.2 49 47 5.2 +0.1
CNRG SPDR S&P Kensho Clean Power ETF 2.2 45 51 2.4 -2.7
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.1 15 81 6.9 +1.9
SPVM Invesco S&P 500 Value with Momentum ETF 2.1 39 57 8.4 +3.4
SPXN ProShares S&P 500 Ex-Financials ETF 2.1 9 87 5.3 +0.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.1 15 81 6.9 +1.9
IWX iShares Russell Top 200 Value ETF 2.1 20 76 6.4 +1.4
DVND Touchstone Dividend Select ETF 2.1 67 29 6.0 +1.0
USMF WisdomTree U.S. Multifactor Fund 2.0 28 68 7.6 +2.6
GDEF Goldman Sachs Defensive Equity ETF 2.0 55 41 4.8 -0.2
BECO BlackRock Future Climate and Sustainable Economy ETF 2.0 70 26 12.8 +7.8
SPXV ProShares S&P 500 Ex-Health Care ETF 2.0 9 87 5.0 -0.0
IDLV Invesco S&P International Developed Low Volatility ETF 2.0 25 71 5.8 +0.8
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 71 6.7 +1.7
AFLG First Trust Active Factor Large Cap ETF 2.0 55 41 6.2 +1.2
SMLF iShares U.S. SmallCap Equity Factor ETF 2.0 15 81 5.4 +0.3
IMCG iShares Morningstar Mid-Cap Growth ETF 2.0 6 90 4.4 -0.6
DFAU Dimensional US Core Equity Market ETF 2.0 12 84 5.3 +0.3
FFND Future Fund Active ETF 2.0 100 -4 -0.2 -5.2
IQM Franklin Intelligent Machines ETF 2.0 50 46 3.5 -1.5
MOTO SmartETFs Smart Transportation & Technology ETF 2.0 68 28 7.1 +2.1
NUMG Nuveen ESG Mid-Cap Growth ETF 2.0 31 65 3.9 -1.1
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.0 60 36 4.8 -0.3
HDUS Hartford Disciplined US Equity ETF 2.0 19 77 6.2 +1.1
FVAL Fidelity Value Factor ETF 2.0 15 81 7.3 +2.3
VOO Vanguard S&P 500 ETF 1.9 3 93 5.4 +0.3
VONE Vanguard Russell 1000 ETF 1.9 8 88 5.3 +0.3
BTHM BlackRock Future U.S. Themes ETF 1.9 60 36 4.3 -0.8
IJH iShares Core S&P Mid-Cap ETF 1.9 5 91 6.6 +1.6
MDY SPDR S&P Midcap 400 ETF Trust 1.9 23 73 6.5 +1.4
QVML Invesco S&P 500 QVM Multi-factor ETF 1.9 11 85 5.0 0.0
IVOO Vanguard S&P Mid-Cap 400 ETF 1.9 10 86 6.6 +1.6
EPS WisdomTree U.S. LargeCap Fund 1.9 8 88 6.2 +1.2
SCHM Schwab U.S. Mid-Cap ETF 1.9 4 92 6.3 +1.3
JSTC Adasina Social Justice All Cap Global ETF 1.9 89 7 4.9 -0.2
RUFF Alpha Dog ETF 1.9 94 2 4.7 -0.4
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.9 25 71 11.3 +6.3
CBSE Clough Select Equity ETF 1.9 85 11 -1.5 -6.5
COWZ Pacer US Cash Cows 100 ETF 1.9 49 47 11.3 +6.3
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.9 85 11 4.6 -0.5
COWS Amplify Cash Flow Dividend Leaders ETF 1.9 0 96 11.4 +6.4
CID VictoryShares International High Div Volatility Wtd ETF 1.9 45 51 9.0 +4.0
POWA Invesco Bloomberg Pricing Power ETF 1.9 40 56 5.6 +0.6
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.9 3 93 6.7 +1.6
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.9 52 44 5.6 +0.6
FQAL Fidelity Quality Factor ETF 1.9 15 81 5.9 +0.9
APUE ActivePassive U.S. Equity ETF 1.9 45 51 4.9 -0.1
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.9 15 81 4.7 -0.4
BKLC BNY Mellon US Large Cap Core Equity ETF 1.9 0 96 5.3 +0.3
MGV Vanguard Mega Cap Value ETF 1.9 7 89 6.6 +1.6
VTHR Vanguard Russell 3000 ETF 1.9 10 86 5.1 +0.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.9 20 76 5.1 +0.1
VTI Vanguard Total Stock Market ETF 1.9 3 93 5.1 +0.1
CATH Global X S&P 500 Catholic Values Custom ETF 1.9 29 67 5.1 +0.1
HAP VanEck Natural Resources ETF 1.9 50 46 10.0 +5.0
SUSA iShares MSCI USA ESG Select ETF 1.8 25 71 5.3 +0.2
SHE SPDR MSCI USA Gender Diversity ETF 1.8 20 76 5.0 -0.0
RWL Invesco S&P 500 Revenue ETF 1.8 39 57 6.8 +1.7
FCG First Trust Natural Gas ETF 1.8 60 36 11.4 +6.4
PBUS Invesco MSCI USA ETF 1.8 4 92 5.2 +0.2
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.8 20 76 5.0 0.0
VV Vanguard Large-Cap ETF 1.8 4 92 5.3 +0.3
VBK Vanguard Small-Cap Growth ETF 1.8 7 89 1.4 -3.6
ILCB iShares Morningstar U.S. Equity ETF 1.8 3 93 5.2 +0.2
IYY iShares Dow Jones U.S. ETF 1.8 20 76 5.0 +0.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.8 11 85 5.2 +0.2
IWB iShares Russell 1000 ETF 1.8 15 81 5.1 +0.1
IVV iShares Core S&P 500 ETF 1.8 3 93 5.3 +0.2
QUAL iShares MSCI USA Quality Factor ETF 1.8 15 81 5.3 +0.3
QWLD SPDR MSCI World StrategicFactors ETF 1.8 30 66 5.9 +0.9
DFUS Dimensional U.S. Equity ETF 1.8 9 87 5.1 +0.1
SPY SPDR S&P 500 ETF Trust 1.8 9 87 5.2 +0.2
NULV Nuveen ESG Large-Cap Value ETF 1.8 26 70 6.9 +1.9
SPLG SPDR Portfolio S&P 500 ETF 1.8 2 94 5.3 +0.3
PWB Invesco Large Cap Growth ETF 1.8 56 40 3.5 -1.6
ISCV iShares Morningstar Small Cap Value ETF 1.8 6 90 7.6 +2.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.8 2 94 5.2 +0.2
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 1.8 29 67 6.0 +1.0
WCEO Hypatia Women CEO ETF 1.8 85 11 4.7 -0.3
SMDY Syntax Stratified MidCap ETF 1.8 35 61 5.6 +0.6
XMVM Invesco S&P MidCap Value with Momentum ETF 1.8 39 57 10.5 +5.4
VOTE TCW Transform 500 ETF 1.8 5 91 5.2 +0.2
OCEN IQ Clean Oceans ETF 1.8 45 51 5.6 +0.6
ESGU iShares ESG Aware MSCI USA ETF 1.8 15 81 5.3 +0.2
FRNW Fidelity Clean Energy ETF 1.8 39 57 3.7 -1.3
SMOG VanEck Low Carbon Energy ETF 1.8 61 35 2.7 -2.3
ICLN iShares Global Clean Energy ETF 1.8 41 55 4.8 -0.3
STRV Strive 500 ETF 1.8 5 91 5.2 +0.2
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.7 3 93 5.4 +0.4
IWV iShares Russell 3000 ETF 1.7 20 76 5.0 -0.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.7 64 32 2.2 -2.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.7 3 93 5.1 +0.1
NULG Nuveen ESG Large-Cap Growth ETF 1.7 26 70 4.7 -0.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.7 7 89 5.2 +0.2
DIV Global X SuperDividend US ETF 1.7 45 51 7.8 +2.8
VFMV Vanguard U.S. Minimum Volatility ETF 1.7 13 83 5.1 +0.1
WOMN Impact Shares YWCA Women's Empowerment ETF 1.7 75 21 4.9 -0.1
SMDV ProShares Russell 2000 Dividend Growers ETF 1.7 40 56 6.4 +1.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.7 20 76 6.1 +1.1
OALC OneAscent Large Cap Core ETF 1.7 86 10 4.6 -0.4
RVRB Reverb ETF 1.7 30 66 5.0 -0.0
AVLV Avantis U.S. Large Cap Value ETF 1.7 15 81 7.5 +2.5
SCHK Schwab 1000 Index ETF 1.7 5 91 5.3 +0.2
SCHX Schwab U.S. Large-Cap ETF 1.7 3 93 5.3 +0.2
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.7 75 21 7.4 +2.4
SPXE ProShares S&P 500 Ex-Energy ETF 1.7 9 87 5.1 +0.1
HAPY Harbor Human Capital Factor Unconstrained ETF 1.7 50 46 4.7 -0.3
FLCA Franklin FTSE Canada ETF 1.7 9 87 7.4 +2.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.7 20 76 5.3 +0.3
GDIV Harbor Dividend Growth Leaders ETF 1.6 50 46 5.7 +0.7
SCHB Schwab U.S. Broad Market ETF 1.6 3 93 5.2 +0.1
ADME Aptus Drawdown Managed Equity ETF 1.6 79 17 4.3 -0.7
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.6 50 46 7.7 +2.7
DFAC Dimensional U.S. Core Equity 2 ETF 1.6 17 79 5.6 +0.6
STXK Strive Small-Cap ETF 1.6 18 78 5.0 -0.0
LRGF iShares U.S. Equity Factor ETF 1.6 8 88 5.9 +0.9
SNPV Xtrackers S&P 500 Value ESG ETF 1.6 15 81 6.6 +1.6
WLDR Affinity World Leaders Equity ETF 1.6 67 29 8.4 +3.4
RECS Columbia Research Enhanced Core ETF 1.6 15 81 5.6 +0.6
SPHB Invesco S&P 500 High Beta ETF 1.6 25 71 4.0 -1.0
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.6 60 36 6.9 +1.9
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.6 52 44 6.8 +1.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.6 25 71 5.6 +0.5
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.6 8 88 5.2 +0.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.5 7 89 5.2 +0.2
QDF FlexShares Quality Dividend Index Fund 1.5 37 59 4.5 -0.5
ECML Euclidean Fundamental Value ETF 1.5 95 1 12.9 +7.9
ACVF American Conservative Values ETF 1.5 75 21 4.4 -0.6
MBOX Freedom Day Dividend ETF 1.5 39 57 7.7 +2.7
SCAP InfraCap Small Cap Income ETF 1.5 135 -39 8.0 +3.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.5 35 61 6.0 +1.0
TOK iShares MSCI Kokusai ETF 1.5 26 70 5.2 +0.2
PWV Invesco Large Cap Value ETF 1.5 55 41 8.0 +3.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.5 14 82 5.2 +0.2
NUDV Nuveen ESG Dividend ETF 1.5 26 70 7.3 +2.3
AUSF Global X Adaptive U.S. Factor ETF 1.5 27 69 8.7 +3.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.5 9 87 5.7 +0.7
DUHP Dimensional US High Profitability ETF 1.5 21 75 6.7 +1.7
KOKU Xtrackers MSCI Kokusai Equity ETF 1.5 9 87 5.4 +0.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.5 24 72 7.3 +2.3
BFOR ALPS Barron's 400 ETF 1.4 65 31 6.4 +1.4
FDRR Fidelity Dividend ETF for Rising Rates 1.4 15 81 7.7 +2.7
VXF Vanguard Extended Market ETF 1.4 6 90 4.0 -1.1
BKSE BNY Mellon US Small Cap Core Equity ETF 1.4 4 92 5.1 +0.0
FIXT Procure Disaster Recovery Strategy ETF 1.4 75 21 5.9 +0.9
RSHO Tema American Reshoring ETF 1.4 75 21 3.6 -1.5
PBW Invesco WilderHill Clean Energy ETF 1.4 66 30 -11.5 -16.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.4 15 81 6.9 +1.9
DGT SPDR Global Dow ETF 1.4 50 46 6.6 +1.6
URTH iShares MSCI World ETF 1.4 24 72 5.4 +0.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.4 7 89 5.6 +0.6
MOTE VanEck Morningstar ESG Moat ETF 1.4 49 47 5.3 +0.3
RWK Invesco S&P MidCap 400 Revenue ETF 1.4 39 57 8.6 +3.6
XT iShares Exponential Technologies ETF 1.4 46 50 4.7 -0.3
RODM Hartford Multifactor Developed Markets (ex-US) ETF 1.4 29 67 8.6 +3.5
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.3 60 36 6.9 +1.9
RFFC ALPS Active Equity Opportunity ETF 1.3 48 48 4.4 -0.7
SUSL iShares ESG MSCI USA Leaders ETF 1.3 10 86 5.3 +0.3
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.3 17 79 5.2 +0.2
FPX First Trust US Equity Opportunities ETF 1.3 61 35 1.7 -3.3
ERTH Invesco MSCI Sustainable Future ETF 1.3 62 34 3.2 -1.8
VIG Vanguard Dividend Appreciation ETF 1.3 6 90 5.7 +0.7
FDMO Fidelity Momentum Factor ETF 1.3 15 81 4.3 -0.8
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.3 35 61 6.5 +1.4
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 1.3 42 54 6.4 +1.4
GRPM Invesco S&P MidCap 400 GARP ETF 1.3 35 61 9.2 +4.2
GCOW Pacer Global Cash Cows Dividend ETF 1.3 60 36 12.1 +7.1
AFMC First Trust Active Factor Mid Cap ETF 1.3 65 31 7.2 +2.2
ACWI iShares MSCI ACWI ETF 1.3 32 64 5.5 +0.4
JVAL JPMorgan U.S. Value Factor ETF 1.3 12 84 8.2 +3.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.3 10 86 5.3 +0.3
TPSC Timothy Plan US Small Cap Core ETF 1.3 52 44 6.8 +1.7
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 1.2 61 35 6.5 +1.5
SFY SoFi Select 500 ETF 1.2 0 96 4.8 -0.3
ISMD Inspire Small/Mid Cap ETF 1.2 54 42 5.6 +0.6
FSMD Fidelity Small-Mid Multifactor ETF 1.2 15 81 7.1 +2.1
MTUM iShares MSCI USA Momentum Factor ETF 1.2 15 81 4.0 -1.0
EZM WisdomTree U.S. MidCap Fund 1.2 38 58 7.8 +2.8
VLUE iShares MSCI USA Value Factor ETF 1.2 15 81 10.6 +5.6
NULC Nuveen ESG Large-Cap ETF 1.2 21 75 5.7 +0.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.2 4 92 5.9 +0.9
HLGE Hartford Longevity Economy ETF 1.2 44 52 6.1 +1.0
RSPN Invesco S&P 500 Equal Weight Industrials ETF 1.2 40 56 3.7 -1.4
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.2 75 21 3.6 -1.4
NETZ TCW Transform Systems ETF 1.2 75 21 3.8 -1.2
VT Vanguard Total World Stock ETF 1.2 7 89 5.8 +0.8
FIW First Trust Water ETF 1.2 53 43 4.5 -0.5
FTRI First Trust Indxx Global Natural Resources Income ETF 1.2 70 26 10.0 +5.0
AQWA Global X Clean Water ETF 1.2 50 46 4.1 -0.9
CGW Invesco S&P Global Water Index ETF 1.2 57 39 3.7 -1.3
PHO Invesco Water Resources ETF 1.2 60 36 4.2 -0.8
EFRA iShares Environmental Infrastructure and Industrials ETF 1.2 47 49 4.9 -0.1
EBLU Ecofin Global Water ESG Fund 1.2 40 56 3.9 -1.1
IUS Invesco RAFI Strategic US ETF 1.2 19 77 7.2 +2.2
DIVY Sound Equity Dividend Income ETF 1.2 45 51 10.6 +5.6
SXUS Janus Henderson International Sustainable Equity ETF 1.2 60 36 4.1 -0.9
RFV Invesco S&P Midcap 400 Pure Value ETF 1.2 35 61 8.5 +3.5
PBD Invesco Global Clean Energy ETF 1.2 75 21 -7.0 -12.0
TRFM AAM Transformers ETF 1.1 49 47 1.5 -3.5
VUSE Vident U.S. Equity Strategy ETF 1.1 50 46 3.5 -1.6
STXD Strive 1000 Dividend Growth ETF 1.1 35 61 5.1 +0.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.1 15 81 5.0 -0.1
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.1 30 66 8.0 +3.0
VSDA VictoryShares Dividend Accelerator ETF 1.1 35 61 6.7 +1.7
XJH iShares ESG Screened S&P Mid-Cap ETF 1.1 12 84 6.6 +1.6
WNDY Global X Wind Energy ETF 1.1 50 46 5.4 +0.4
SMCP AlphaMark Actively Managed Small Cap ETF 1.1 90 6 6.7 +1.7
DFAS Dimensional U.S. Small Cap ETF 1.1 26 70 5.7 +0.7
TPIF Timothy Plan International ETF 1.1 62 34 6.5 +1.5
JQUA JPMorgan U.S. Quality Factor ETF 1.1 12 84 6.0 +1.0
SCHC Schwab International Small-Cap Equity ETF 1.0 11 85 6.2 +1.2
WWJD Inspire International ETF 1.0 80 16 6.9 +1.9
RPV Invesco S&P 500 Pure Value ETF 1.0 35 61 9.8 +4.8
SURE AdvisorShares Insiders Advantage ETF 1.0 90 6 10.1 +5.1
SDG iShares MSCI Global Sustainable Development Goals ETF 1.0 49 47 5.6 +0.6
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.0 12 84 4.8 -0.2
FELG Fidelity Enhanced Large Cap Growth ETF 1.0 18 78 5.0 -0.1
DSI iShares MSCI KLD 400 Social ETF 1.0 25 71 5.3 +0.3
CGUS Capital Group Core Equity ETF 1.0 33 63 4.6 -0.4
XLI Industrial Select Sector SPDR Fund 1.0 9 87 4.4 -0.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.0 9 87 4.9 -0.1
SCHA Schwab U.S. Small-Cap ETF 1.0 4 92 4.5 -0.5
ROE Astoria US Quality Kings ETF 1.0 49 47 7.8 +2.8
ISCB iShares Morningstar Small-Cap ETF 1.0 4 92 5.1 +0.1
AESR Anfield U.S. Equity Sector Rotation ETF 1.0 108 -12 4.4 -0.7
FIDU Fidelity MSCI Industrial Index ETF 1.0 8 88 4.8 -0.3
CGGR Capital Group Growth ETF 1.0 39 57 3.6 -1.4
XVV iShares ESG Screened S&P 500 ETF 1.0 8 88 5.1 +0.1
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.0 46 50 9.3 +4.3
JGRO JPMorgan Active Growth ETF 1.0 44 52 3.6 -1.4
QQQ Invesco QQQ Trust Series I 0.9 20 76 4.7 -0.3
QQQM Invesco NASDAQ 100 ETF 0.9 15 81 4.8 -0.3
KRMA Global X Conscious Companies ETF 0.9 43 53 5.9 +0.8
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.9 12 84 7.5 +2.5
DTEC ALPS Disruptive Technologies ETF 0.9 50 46 3.2 -1.9
SFYX SoFi Next 500 ETF 0.9 0 96 5.0 -0.0
NUSC Nuveen ESG Small-Cap ETF 0.9 31 65 5.1 +0.1
VIS Vanguard Industrials ETF 0.9 10 86 4.4 -0.6
IGRO iShares International Dividend Growth ETF 0.9 15 81 7.1 +2.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.9 12 84 4.8 -0.2
SNPE Xtrackers S&P 500 ESG ETF 0.9 10 86 5.3 +0.3
ISZE iShares MSCI Intl Size Factor ETF 0.9 30 66 6.7 +1.7
CLNR IQ Cleaner Transport ETF 0.9 45 51 6.3 +1.3
BTEK Future Tech ETF 0.9 88 8 2.3 -2.8
PSC Principal U.S. Small-Cap ETF 0.9 38 58 6.1 +1.1
FSST Fidelity Sustainable U.S. Equity ETF 0.9 59 37 2.8 -2.2
JOET Virtus Terranova US Quality Momentum ETF 0.9 29 67 5.2 +0.2
FNDA Schwab Fundamental US Small Co. Index ETF 0.8 25 71 6.2 +1.2
IWL iShares Russell Top 200 ETF 0.8 15 81 5.0 -0.0
PY Principal Value ETF 0.8 15 81 7.4 +2.4
APIE ActivePassive International Equity ETF 0.8 45 51 7.6 +2.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.8 9 87 5.7 +0.6
MGC Vanguard Mega Cap ETF 0.8 7 89 5.1 +0.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.8 15 81 9.9 +4.8
IJK iShares S&P Mid-Cap 400 Growth ETF 0.8 17 79 5.8 +0.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.8 15 81 5.8 +0.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.8 29 67 6.8 +1.8
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.8 15 81 5.8 +0.8
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 0.8 32 64 5.7 +0.7
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 0.8 58 38 0.1 -5.0
SDIV Global X Superdividend ETF 0.8 58 38 15.0 +10.0
YALL God Bless America ETF 0.8 65 31 3.8 -1.2
DES WisdomTree U.S. SmallCap Dividend Fund 0.8 38 58 7.1 +2.1
VTWG Vanguard Russell 2000 Growth ETF 0.8 15 81 1.5 -3.6
RAYD Rayliant Quantitative Developed Market Equity ETF 0.8 80 16 4.5 -0.5
DFSV Dimensional US Small Cap Value ETF 0.7 31 65 8.5 +3.4
DFLV Dimensional US Large Cap Value ETF 0.7 22 74 7.8 +2.8
AIEQ AI Powered Equity ETF 0.7 75 21 3.4 -1.7
IWN iShares Russell 2000 Value ETF 0.7 24 72 5.1 +0.1
CIL VictoryShares International Volatility Wtd ETF 0.7 45 51 6.8 +1.8
IWM iShares Russell 2000 ETF 0.7 19 77 3.4 -1.6
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 0.7 51 45 6.7 +1.7
RSSL Global X Russell 2000 ETF 0.7 8 88 3.0 -2.0
FIDI Fidelity International High Dividend ETF 0.7 18 78 10.4 +5.4
VWID Virtus WMC International Dividend ETF 0.7 49 47 9.2 +4.2
IDV iShares International Select Dividend ETF 0.7 51 45 12.0 +7.0
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.7 7 89 6.4 +1.3
GBUY Goldman Sachs Future Consumer Equity ETF 0.7 75 21 3.7 -1.4
EGUS iShares ESG Aware MSCI USA Growth ETF 0.7 18 78 4.6 -0.5
GVIP Goldman Sachs Hedge Industry VIP ETF 0.7 45 51 5.3 +0.3
VFLO VictoryShares Free Cash Flow ETF 0.7 39 57 8.6 +3.6
VNMC Natixis Vaughan Nelson Mid Cap ETF 0.7 85 11 3.6 -1.4
PKW Invesco Buyback Achievers ETF 0.7 62 34 7.1 +2.1
VAMO Cambria Value & Momentum ETF 0.7 61 35 9.1 +4.1
SPVU Invesco S&P 500 Enhanced Value ETF 0.7 13 83 9.4 +4.4
RFDI First Trust Riverfront Dynamic Developed International ETF 0.7 83 13 8.8 +3.7
VTWO Vanguard Russell 2000 ETF 0.6 10 86 3.3 -1.7
HLAL Wahed FTSE USA Shariah ETF 0.6 50 46 4.9 -0.2
GLRY Inspire Faithward Mid Cap Momentum ETF 0.6 80 16 7.9 +2.9
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.6 15 81 6.2 +1.2
DFSU Dimensional US Sustainability Core 1 ETF 0.6 18 78 5.6 +0.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.6 29 67 9.9 +4.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.6 29 67 6.1 +1.1
IYJ iShares U.S. Industrials ETF 0.6 40 56 4.9 -0.1
FDEV Fidelity International Multifactor ETF 0.6 18 78 7.4 +2.4
AZTD Aztlan Global Stock Selection DM SMID ETF 0.6 75 21 4.4 -0.7
WTV WisdomTree US Value Fund of Benef Interest 0.6 12 84 9.3 +4.3
EQUL IQ Engender Equality ETF 0.6 45 51 6.8 +1.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.6 10 86 5.5 +0.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.6 10 86 4.6 -0.4
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.6 10 86 4.7 -0.3
VFVA Vanguard U.S. Value Factor ETF 0.6 13 83 10.3 +5.3
GSPY Gotham Enhanced 500 ETF 0.6 50 46 5.3 +0.3
ONEQ Fidelity Nasdaq Composite Index ETF 0.6 21 75 4.0 -1.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.6 20 76 6.1 +1.0
SMMD iShares Russell 2500 ETF 0.6 15 81 5.8 +0.8
KOMP SPDR S&P Kensho New Economies Composite ETF 0.6 20 76 1.1 -3.9
VOOG Vanguard S&P 500 Growth ETF 0.6 10 86 4.7 -0.3
IWO iShares Russell 2000 Growth ETF 0.6 24 72 1.4 -3.6
STXG Strive 1000 Growth ETF 0.6 18 78 4.3 -0.7
EXI iShares Global Industrials ETF 0.5 42 54 4.9 -0.1
OEF iShares S&P 100 ETF 0.5 20 76 5.0 -0.0
VTWV Vanguard Russell 2000 Value ETF 0.5 15 81 5.0 -0.0
IVW iShares S&P 500 Growth ETF 0.5 18 78 4.6 -0.4
SPYG SPDR Portfolio S&P 500 Growth ETF 0.5 4 92 4.8 -0.3
IUSG iShares Core S&P U.S. Growth ETF 0.5 4 92 4.8 -0.2
SNPG Xtrackers S&P 500 Growth ESG ETF 0.5 15 81 4.8 -0.2
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 0.5 106 -10 4.0 -1.1
SPRX Spear Alpha ETF 0.5 75 21 2.5 -2.5
FTWO Strive FAANG 2.0 ETF 0.5 49 47 5.2 +0.2
GVLU Gotham 1000 Value ETF 0.5 50 46 7.6 +2.6
SSLY Syntax Stratified SmallCap ETF 0.5 40 56 7.0 +1.9
DFUV Dimensional US Marketwide Value ETF 0.5 22 74 7.6 +2.5
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.5 38 58 5.4 +0.4
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.5 30 66 11.4 +6.3
XSLV Invesco S&P SmallCap Low Volatility ETF 0.5 25 71 6.7 +1.7
NANC Unusual Whales Subversive Democratic Trading ETF 0.5 75 21 3.9 -1.1
QGRO American Century U.S. Quality Growth ETF 0.5 29 67 4.8 -0.2
TTAC FCF US Quality ETF 0.5 59 37 6.3 +1.3
HKND Humankind US Stock ETF 0.5 11 85 7.1 +2.1
GSFP Goldman Sachs Future Planet Equity ETF 0.5 75 21 4.5 -0.6
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 0.5 79 17 4.9 -0.1
EDEN iShares MSCI Denmark ETF 0.5 53 43 5.8 +0.8
FELC Fidelity Enhanced Large Cap Core ETF 0.5 18 78 5.6 +0.6
VIGI Vanguard International Dividend Appreciation ETF 0.5 15 81 5.7 +0.7
DFND Siren DIVCON Dividend Defender ETF 0.5 189 -93 6.5 +1.5
GLOF iShares Global Equity Factor ETF 0.4 20 76 7.2 +2.2
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.4 48 48 6.1 +1.1
ILCG iShares Morningstar Growth ETF 0.4 4 92 4.1 -0.9
FLQL Franklin LibertyQ U.S. Equity ETF 0.4 15 81 5.9 +0.8
CHGX AXS Change Finance ESG ETF 0.4 49 47 5.1 +0.1
CWS AdvisorShares Focused Equity ETF 0.4 84 12 4.8 -0.2
FDWM Fidelity Women's Leadership ETF 0.4 59 37 5.0 0.0
PIO Invesco Global Water ETF 0.4 75 21 5.8 +0.8
IWTR iShares MSCI Water Management Multisector ETF 0.4 47 49 4.9 -0.1
MVPS Amplify Thematic All-Stars ETF 0.4 49 47 3.1 -2.0
ETHO Etho Climate Leadership U.S. ETF 0.4 47 49 3.5 -1.5
SPMO Invesco S&P 500 Momentum ETF 0.4 13 83 3.9 -1.1
DFIS Dimensional International Small Cap ETF 0.4 39 57 6.4 +1.4
VONG Vanguard Russell 1000 Growth ETF 0.4 8 88 5.0 +0.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.4 39 57 7.2 +2.2
QGRW WisdomTree U.S. Quality Growth Fund 0.4 28 68 4.9 -0.1
CHAT Roundhill Generative AI & Technology ETF 0.4 75 21 4.1 -1.0
DFAT Dimensional U.S. Targeted Value ETF 0.4 28 68 7.9 +2.9
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.4 45 51 8.6 +3.6
IWF iShares Russell 1000 Growth ETF 0.4 19 77 4.9 -0.1
IJS iShares S&P Small-Cap 600 Value ETF 0.4 18 78 8.4 +3.4
SLYV SPDR S&P 600 Small Cap Value ETF 0.4 15 81 8.4 +3.4
USXF iShares ESG Advanced MSCI USA ETF 0.3 10 86 5.4 +0.4
VUG Vanguard Growth ETF 0.3 4 92 4.3 -0.7
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 0.3 60 36 8.4 +3.4
BKIE BNY Mellon International Equity ETF 0.3 4 92 6.9 +1.9
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.3 45 51 4.7 -0.3
FIVA Fidelity International Value Factor ETF 0.3 18 78 9.8 +4.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.3 19 77 6.5 +1.5
IDEV iShares Core MSCI International Developed Markets ETF 0.3 4 92 6.8 +1.8
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.3 15 81 8.5 +3.5
ESGG FlexShares STOXX Global ESG Select Index Fund 0.3 42 54 5.2 +0.2
XJR iShares ESG Screened S&P Small-Cap ETF 0.3 12 84 7.1 +2.1
FNDF Schwab Fundamental International Large Co. Index ETF 0.3 25 71 9.3 +4.2
VYMI Vanguard International High Dividend Yield ETF 0.3 22 74 9.6 +4.5
AVDE Avantis International Equity ETF 0.3 23 73 7.8 +2.7
VFMF Vanguard U.S. Multifactor ETF 0.3 18 78 8.5 +3.5
DFIC Dimensional International Core Equity 2 ETF 0.3 23 73 7.5 +2.4
VEA Vanguard FTSE Developed Markets ETF 0.3 5 91 6.9 +1.9
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.3 32 64 5.0 +0.0
AVSC Avantis U.S Small Cap Equity ETF 0.3 25 71 4.6 -0.5
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.3 49 47 6.4 +1.4
VIOO Vanguard S&P Small-Cap 600 ETF 0.3 10 86 7.4 +2.4
IJR iShares Core S&P Small Cap ETF 0.3 6 90 7.4 +2.3
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.3 3 93 7.4 +2.4
SCHG Schwab U.S. Large-Cap Growth ETF 0.3 4 92 4.5 -0.5
DFAI Dimensional International Core Equity Market ETF 0.3 18 78 7.0 +2.0
SPDW SPDR Portfolio Developed World ex-US ETF 0.3 3 93 6.8 +1.8
RAFE PIMCO RAFI ESG U.S. ETF 0.3 29 67 7.2 +2.2
ACWX iShares MSCI ACWI ex U.S. ETF 0.3 34 62 6.8 +1.8
DGRW WisdomTree US Quality Dividend Growth Fund 0.3 28 68 6.1 +1.1
DFSI Dimensional International Sustainability Core 1 ETF 0.2 24 72 6.1 +1.1
IQIN IQ 500 International ETF 0.2 25 71 8.7 +3.7
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.2 41 55 6.7 +1.7
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.2 15 81 7.6 +2.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.2 60 36 4.2 -0.8
IQDE FlexShares International Quality Dividend Defensive Index ET 0.2 47 49 8.2 +3.2
ITAN Sparkline Intangible Value ETF 0.2 50 46 6.6 +1.6
DVLU First Trust Dorsey Wright Momentum & Value ETF 0.2 60 36 10.3 +5.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.2 25 71 5.7 +0.7
SCHF Schwab International Equity ETF 0.2 6 90 7.1 +2.1
EQIN Columbia US Equity Income ETF 0.2 35 61 8.5 +3.4
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.2 24 72 8.3 +3.3
IXUS iShares Core MSCI Total International Stock ETF 0.2 7 89 7.0 +2.0
SAGP Strategas Global Policy Opportunities ETF 0.2 65 31 5.3 +0.3
RNSC Furst Trust Small Cap US Equity Select ETF 0.2 60 36 7.0 +1.9
OSCV Opus Small Cap Value ETF 0.2 79 17 6.0 +1.0
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.2 39 57 8.5 +3.4
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 0.2 60 36 4.4 -0.7
ISCG iShares Morningstar Small-Cap Growth ETF 0.2 6 90 2.4 -2.6
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.2 39 57 7.7 +2.6
IJT iShares S&P Small-Cap 600 Growth ETF 0.2 18 78 6.3 +1.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.2 15 81 6.4 +1.4
EFV iShares MSCI EAFE Value ETF 0.2 34 62 8.9 +3.9
SLYG SPDR S&P 600 Small Cap Growth ETF 0.2 15 81 6.3 +1.3
VXUS Vanguard Total International Stock ETF 0.2 7 89 6.9 +1.9
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.2 25 71 7.0 +2.0
CGDV Capital Group Dividend Value ETF 0.2 33 63 5.7 +0.7
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.2 20 76 6.8 +1.8
FYT First Trust Small Cap Value AlphaDEX Fund 0.2 73 23 9.9 +4.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.2 9 87 3.9 -1.2
GINN Goldman Sachs Innovate Equity ETF 0.2 52 44 2.7 -2.3
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.2 30 66 7.9 +2.8
NUDM Nuveen ESG International Developed Markets Equity ETF 0.2 31 65 6.3 +1.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.1 39 57 4.3 -0.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.1 70 26 2.2 -2.8
VEU Vanguard FTSE All-World ex-US Index Fund 0.1 8 88 7.0 +2.0
ESGD iShares ESG Aware MSCI EAFE ETF 0.1 20 76 6.4 +1.4
EES WisdomTree U.S. SmallCap Fund 0.1 38 58 9.2 +4.2
FYX First Trust Small Cap Core AlphaDEX Fund 0.1 61 35 5.8 +0.8
BBEU JPMorgan BetaBuilders Europe ETF 0.1 9 87 6.9 +1.9
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.1 46 50 6.5 +1.5
SQEW LeaderShares Equity Skew ETF 0.1 81 15 4.0 -1.1
IEUR iShares Core MSCI Europe ETF 0.1 11 85 6.6 +1.6
VEGN US Vegan Climate ETF 0.1 60 36 4.8 -0.2
FLEE Franklin FTSE Europe ETF 0.1 9 87 6.9 +1.9
DFIV Dimensional International Value ETF 0.1 27 69 9.8 +4.7
VGK Vanguard FTSE Europe ETF 0.1 11 85 6.7 +1.6
SPEU SPDR Portfolio Europe ETF 0.1 7 89 6.6 +1.6
IQSI IQ Candriam International Equity ETF 0.1 15 81 6.4 +1.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.1 75 21 4.3 -0.7
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.1 14 82 5.8 +0.8
DISV Dimensional International Small Cap Value ETF 0.1 42 54 8.8 +3.7
VFMO Vanguard U.S. Momentum Factor ETF 0.1 13 83 2.3 -2.7
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.1 39 57 8.9 +3.8
VSLU Applied Finance Valuation Large Cap ETF 0.1 49 47 5.7 +0.7
IEV iShares Europe ETF 0.1 67 29 6.2 +1.1
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.1 20 76 6.1 +1.0
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.1 35 61 6.2 +1.2
ISCF iShares International SmallCap Equity Factor ETF 0.1 23 73 8.7 +3.7
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 57 7.0 +2.0
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 87 5.1 +0.1
ESIX SPDR S&P SmallCap 600 ESG ETF 0.1 12 84 7.6 +2.5
EFA iShares MSCI EAFE ETF 0.1 35 61 6.5 +1.5
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 76 6.7 +1.6
EZU iShares MSCI Eurozone ETF 0.1 52 44 6.3 +1.3
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.1 36 60 6.5 +1.5
HFXI IQ FTSE International Equity Currency Neutral ETF 0.1 20 76 6.8 +1.8
IEFA iShares Core MSCI EAFE ETF 0.1 7 89 6.7 +1.7
FLEU Franklin FTSE Eurozone ETF 0.1 9 87 6.9 +1.9
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.1 45 51 6.6 +1.6
IVLU iShares MSCI Intl Value Factor ETF 0.1 30 66 11.0 +5.9
DMXF iShares ESG Advanced MSCI EAFE ETF 0.1 12 84 5.1 +0.1
JHMD John Hancock Multifactor Developed International ETF 0.1 39 57 7.4 +2.4
TEQI T. Rowe Price Equity Income ETF 0.1 54 42 4.0 -1.0
VSGX Vanguard ESG International Stock ETF 0.1 12 84 6.5 +1.5
AFSM First Trust Active Factor Small Cap ETF 0.1 75 21 6.7 +1.7
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.0 30 66 4.8 -0.2
IWY iShares Russell Top 200 Growth ETF 0.0 20 76 5.1 +0.0
CWI SPDR MSCI ACWI ex-US ETF 0.0 30 66 6.7 +1.7
SCHD Schwab US Dividend Equity ETF 0.0 6 90 9.3 +4.3
FBCG Fidelity Blue Chip Growth ETF 0.0 59 37 2.8 -2.2
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.0 30 66 6.7 +1.7
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 46 4.8 -0.2
DIVI Franklin International Core Dividend Tilt Index ETF 0.0 9 87 7.6 +2.6
TGRW T. Rowe Price Growth Stock ETF 0.0 52 44 4.0 -1.1
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 39 3.5 -1.5
JIG JPMorgan International Growth ETF 0.0 55 41 4.3 -0.8
JIRE JPMorgan International Research Enhanced Equity ETF 0.0 24 72 6.8 +1.8

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

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RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 First Trust EIP Carbon Impact ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 11.2 %
Divided by: Fwd. P/BV 1.9 x
Less: Expense ratio 96 bp
Equals: ALTAR Score 5.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.66 CATEGORY
AVERAGE		 1.53
 
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.