FT Energy Income Partners Strategy ETF
ALTAR
Score™
5.9% info Recommen-
dation
OVERWEIGHT
2025E    2026E
P/E
ratio
16.7x P/Sales
ratio
1.8x
P/BV
ratio
2.5x Div.
yield
3.4%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
EIPX seeks risk-adjusted total return through an actively managed portfolio of global stocks in the energy sector, as broadly defined by the funds sub-adviser.

FUND BASICS
Category Global Equities
Fund Sponsor First Trust
Website www.ftportfolios.com/Retail/Etf/EtfSummary.aspx?Ticker=EIPX
Inception date Nov 01, 2022
Assets (mns) $501
Currency USD
Expense ratio 95 bp
Distributions

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 86
Wgt avg mkt cap (mns) $60,600
Large cap (>$10bn) 76.0%
Mid cap ($2-10bn) 21.8%
Small cap (<$2bn) 2.2%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
US DOLLAR 10.3 %
ENTERPRISE PRODUCTS PARTNERS 7.0 %
ENERGY TRANSFER, L.P. 6.3 %
MPLX LP 3.8 %
NATIONAL FUEL GAS CO 3.3 %
KINDER MORGAN INC 2.6 %
PLAINS GP HOLDINGS LP CLASS A 2.6 %
ONEOK INC 2.4 %
SHELL PLC-ADR 2.0 %
EXXON MOBIL CORP 1.9 %
Total 42.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 82.5 %
CANADA 4.7 %
FRANCE 0.6 %
BERMUDA 0.4 %
SPAIN 0.3 %
ITALY 0.3 %





HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
22.4% 27.4% -- -- 19.0%

Market Correlations
versus... Beta R-squared
S&P500 0.55 41%
MSCI EAFE 0.54 35%
MSCI Emg. Mkts. 0.41 26%

Technical Indicators
Recent close $31.24
30d moving avg. $31.77
Annualized volatility 13.2%
Short interest (ETF) 0.3%
Relative strength (RSI) 56

Liquidity measures
Avg. volume (thou.) 42
Turnover 0.3%
Bid/Ask (% of price) 0.15%
ADV underlying (mns) $10,808

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 965 potential alternatives to the FT Energy Income Partners Strategy ETF ETF based on the alternatives' overlap in portfolio holdings with EIPX. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: EIPX Expense: 95 bp ALTAR Score™: 5.9%


ALTERNATIVE ETFs BASED ON OVERLAP WITH EIPX
Ticker Fund
Name
Overlap1
vs EIPX
(%)
Expense
ratio
(bp)
Savings
vs EIPX
(bp)
ALTAR
Score™
(%)
ALTAR
vs EIPX
(%)
EMLP First Trust North American Energy Infrastructure Fund 61.9 95 0 4.7 -1.2
FPWR First Trust EIP Power Solutions ETF 47.1 96 -1 4.4 -1.5
AMZA InfraCap MLP ETF 28.9 164 -69 6.1 +0.2
USAI Pacer American Energy Independence ETF 28.7 75 20 3.6 -2.3
UMI USCF Midstream Energy Income Fund ETF 28.0 85 10 4.2 -1.7
ENFR Alerian Energy Infrastructure ETF 28.0 35 60 4.5 -1.4
TPYP Tortoise North American Pipeline Fund 27.2 40 55 5.0 -0.9
EINC VanEck Energy Income ETF 27.1 48 47 4.6 -1.3
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 25.7 55 40 4.9 -1.0
MLPX Global X MLP & Energy Infrastructure ETF 24.7 45 50 4.4 -1.5
RBLD First Trust Alerian US NextGen Infrastructure ETF 23.4 65 30 3.9 -2.0
MLPI NEOS MLP & Engy Infras Hi Inc ETF 22.7 68 27 4.2 -1.8
IFRA iShares U.S. Infrastructure ETF 22.6 30 65 5.6 -0.3
VPU Vanguard Utilities ETF 20.6 9 86 4.9 -1.1
FUTY Fidelity MSCI Utilities Index ETF 20.3 8 87 4.9 -1.1
FXU First Trust Utilities AlphaDEX Fund 20.3 64 31 5.2 -0.7
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 20.2 59 36 3.1 -2.8
IDU iShares U.S. Utilities ETF 19.8 40 55 4.4 -1.5
FTXN First Trust Nasdaq Oil & Gas ETF 19.6 60 35 8.8 +2.9
AMLP Alerian MLP ETF 19.6 85 10 7.9 +2.0
MLPA Global X MLP ETF 19.6 45 50 8.4 +2.5
PUI Invesco Dorsey Wright Utilities Momentum ETF 19.3 60 35 4.4 -1.5
FENY Fidelity MSCI Energy Index ETF 19.3 8 87 6.9 +1.0
VDE Vanguard Energy ETF 19.2 9 86 6.9 +1.0
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 19.0 35 60 7.0 +1.1
POWR iShares U.S. Power Infrastructure ETF 19.0 40 55 4.0 -1.9
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 19.0 38 57 6.9 +1.0
IYE iShares U.S. Energy ETF 18.7 40 55 6.8 +0.9
FXN First Trust Energy AlphaDEX Fund 18.5 62 33 10.5 +4.6
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 18.3 46 49 5.1 -0.8
RSPU Invesco S&P 500 Equal Weight Utilities ETF 18.1 40 55 5.0 -0.9
XLU Utilities Select Sector SPDR 18.1 8 87 4.8 -1.2
GII SPDR S&P Global Infrastructure ETF 17.5 40 55 4.2 -1.7
IGF iShares Global Infrastructure ETF 17.5 41 54 4.2 -1.7
JXI iShares Global Utilities ETF 17.4 43 52 5.0 -0.9
GXPE Global X PureCap MSCI Energy ETF 17.1 25 70 6.7 +0.8
TPHD Timothy Plan High Dividend Stock ETF 17.0 52 43 6.0 +0.1
IGE iShares North American Natural Resources ETF 16.8 41 54 5.6 -0.3
RSPG Invesco S&P 500 Equal Weight Energy ETF 16.7 40 55 8.6 +2.7
XLE Energy Select Sector SPDR 16.7 8 87 7.1 +1.2
IXC iShares Global Energy ETF 16.4 44 51 7.4 +1.5
TPHE Timothy Plan High Dividend Stock Enhanced ETF 16.2 54 41 5.8 -0.1
DVY iShares Select Dividend ETF 16.1 38 57 8.1 +2.2
VOE Vanguard Mid-Cap Value ETF 15.4 7 88 6.8 +0.9
TEXN iShares Texas Equity ETF 15.2 20 75 5.2 -0.7
IMCV iShares Morningstar Mid-Cap Value ETF 15.2 6 89 7.0 +1.1
MAGA Point Bridge America First ETF 15.2 72 23 5.1 -0.8
ZAP Global X U.S. Electrification ETF 15.0 50 45 3.4 -2.5
TMLP Tortoise MLP ETF 14.9 50 45 7.0 +1.1
PXI Invesco Dorsey Wright Energy Momentum ETF 14.0 60 35 5.4 -0.5
ALTL Pacer Lunt Large Cap Alternator ETF 13.7 60 35 4.9 -1.0
VO Vanguard Mid-Cap ETF 13.6 4 91 21.3 +15.4
HDV iShares Core High Dividend ETF 13.6 8 87 6.1 +0.2
ONEY State Street SPDR Russell 1000 Yield Focus ETF 13.6 20 75 8.8 +2.9
LNGX Global X U.S. Natural Gas ETF 13.4 45 50 10.2 +4.3
FLDZ RiverNorth Patriot ETF 12.9 75 20 5.6 -0.3
VRAI Virtus Real Asset Income ETF 12.7 55 40 8.4 +2.5
DIVG Invesco S&P 500 High Dividend Growers ETF 12.5 39 56 7.5 +1.6
FTA First Trust Large Cap Value AlphaDEX Fund 12.2 59 36 7.6 +1.7
BESF Bastion Energy ETF 12.0 80 15 9.1 +3.2
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 12.0 47 48 5.0 -0.9
IMCB iShares Morningstar Mid-Cap ETF 11.9 4 91 5.3 -0.6
FVD First Trust Value Line Dividend Index Fund 11.9 65 30 5.7 -0.2
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 11.6 27 68 6.5 +0.6
TXS Texas Capital Texas Equity Index ETF 11.6 49 46 5.1 -0.8
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 11.3 12 83 5.5 -0.4
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 11.2 25 70 4.9 -1.0
SPLV Invesco S&P 500 Low Volatility ETF 11.2 25 70 5.0 -0.9
STXV Strive 1000 Value ETF 11.1 18 77 7.0 +1.1
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 11.1 52 43 4.9 -1.0
HAP VanEck Natural Resources ETF 11.0 50 45 6.6 +0.7
LVDS JPMorgan Fundamental Data Science Large Value ETF 10.9 49 46 5.1 -0.8
SPVM Invesco S&P 500 Value with Momentum ETF 10.8 39 56 6.5 +0.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 10.8 18 77 6.8 +0.9
XOEF iShares S&P 500 ex S&P 100 ETF 10.6 20 75 4.7 -1.2
IWS iShares Russell Mid-Cap Value ETF 10.6 23 72 6.1 +0.2
PWV Invesco Large Cap Value ETF 10.6 55 40 6.4 +0.5
IQRA IQ CBRE Real Assets ETF 10.5 65 30 5.8 -0.1
NANR SPDR S&P North American Natural Resources ETF 10.5 35 60 6.2 +0.3
UTES Virtus Reaves Utilities ETF 10.5 49 46 3.7 -2.2
VOLT Tema Electrification ETF 10.4 75 20 2.4 -3.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 10.4 58 37 4.9 -1.0
DEW WisdomTree Global High Dividend Fund 10.3 58 37 7.3 +1.4
IWR iShares Russell Midcap ETF 10.3 19 76 5.4 -0.5
EQAL Invesco Russell 1000 Equal Weight ETF 10.2 20 75 6.0 +0.1
VYM Vanguard High Dividend Yield Index ETF 10.2 6 89 6.1 +0.2
MBOX Freedom Day Dividend ETF 10.2 39 56 7.0 +1.1
IVRA Invesco Real Assets ESG ETF 10.1 59 36 6.2 +0.3
FEX First Trust Large Cap Core AlphaDEX Fund 10.0 59 36 5.1 -0.8
AVIE Avantis  Inflation Focused Equity ETF 9.8 25 70 6.2 +0.3
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 9.8 30 65 8.9 +3.0
BGIG Bahl & Gaynor Income Growth ETF 9.7 45 50 4.6 -1.4
DLN WisdomTree U.S. LargeCap Dividend Fund 9.7 28 67 5.5 -0.4
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 9.7 7 88 10.3 +4.4
VTV Vanguard Value ETF 9.6 4 91 6.0 +0.1
DTD WisdomTree U.S. Total Dividend Fund 9.5 28 67 5.8 -0.1
MDLV Morgan Dempsey Large Cap Value ETF 9.3 58 37 6.0 +0.1
CFA VictoryShares US 500 Volatility Wtd ETF 9.2 35 60 5.3 -0.6
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 9.2 40 55 5.3 -0.7
PRXV Praxis Impact Large Cap Value ETF 9.1 36 59 5.7 -0.2
DGRO iShares Core Dividend Growth ETF 9.0 8 87 5.6 -0.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 9.0 24 71 7.1 +1.2
SSPY Syntax Stratified LargeCap ETF 9.0 30 65 6.1 +0.2
SIXL ETC 6 Meridian Low Beta Equity ETF 8.9 80 15 5.9 -0.0
TBG TBG Dividend Focus ETF 8.8 59 36 6.4 +0.5
DHS WisdomTree U.S. High Dividend Fund 8.8 38 57 8.2 +2.3
FDL First Trust Morningstar Dividend Leaders Index Fund 8.6 45 50 9.0 +3.1
RDIV Invesco S&P Ultra Dividend Revenue ETF 8.6 39 56 9.8 +3.9
DURA VanEck Durable High Dividend ETF 8.6 29 66 6.5 +0.6
SPYV State Street SPDR Portfolio S&P 500 Value ETF 8.6 4 91 5.8 -0.1
IVE iShares S&P 500 Value ETF 8.6 18 77 5.6 -0.3
VOOV Vanguard S&P 500 Value ETF 8.6 7 88 5.7 -0.2
PTL Inspire 500 ETF 8.5 9 86 4.4 -1.5
HUSV First Trust Horizon Managed Volatility Domestic ETF 8.5 70 25 4.7 -1.2
IUSV iShares Core S&P US Value ETF 8.4 4 91 5.9 -0.0
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 8.4 20 75 6.1 +0.2
IWD iShares Russell 1000 Value ETF 8.4 19 76 5.5 -0.4
VONV Vanguard Russell 1000 Value ETF 8.4 7 88 5.6 -0.3
SIZE iShares MSCI USA Size Factor ETF 8.3 15 80 5.5 -0.4
SCHV Schwab U.S. Large-Cap Value ETF 8.3 4 91 5.8 -0.1
FAB First Trust Multi Cap Value AlphaDEX Fund 8.2 67 28 8.6 +2.7
USMV iShares MSCI USA Min Vol Factor ETF 8.2 15 80 5.3 -0.6
DEUS Xtrackers Russell US Multifactor ETF 8.2 17 78 6.5 +0.6
RSP Invesco S&P 500 Equal Weight ETF 8.2 20 75 5.9 +0.0
DFLV Dimensional US Large Cap Value ETF 8.1 22 73 6.3 +0.4
VLU State Street SPDR S&P 1500 Value Tilt ETF 8.0 12 83 6.3 +0.4
SDOG ALPS Sector Dividend Dogs ETF 8.0 36 59 8.4 +2.5
EUSA iShares MSCI USA Equal Weighted ETF 8.0 9 86 5.5 -0.4
FNDX Schwab Fundamental US Large Co. Index ETF 8.0 25 70 6.4 +0.5
SDY State Street SPDR S&P Dividend ETF 7.9 35 60 6.1 +0.2
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 7.8 60 35 7.9 +2.0
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF 7.8 35 60 10.1 +4.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 7.7 9 86 5.2 -0.7
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 7.7 20 75 7.3 +1.4
FNDB Schwab Fundamental US Broad Market Index ETF 7.7 25 70 6.4 +0.5
DRLL Strive U.S. Energy ETF 7.7 41 54 7.9 +2.0
EVUS iShares ESG Aware MSCI USA Value ETF 7.6 18 77 5.7 -0.2
ILCV iShares Morningstar Value ETF 7.6 4 91 5.5 -0.5
BIBL Inspire 100 ETF 7.5 35 60 4.2 -1.7
GVUS Marketbeta Russell 1000 Value Equity ETF 7.5 12 83 5.6 -0.3
DIVZ TrueShares Low Volatility Equity Income ETF 7.5 65 30 6.0 +0.1
PRF Invesco FTSE RAFI US 1000 ETF 7.5 34 61 5.8 -0.1
QLV FlexShares US Quality Low Volatility Index Fund 7.5 22 73 5.1 -0.8
TCAI Tortoise AI Infrastructure ETF 7.5 65 30 1.4 -4.5
USCF Themes US Cash Flow Champions ETF 7.4 29 66 7.7 +1.8
GNR SPDR S&P Global Natural Resources ETF 7.3 40 55 8.2 +2.3
FUNL CornerCap Fundametrics Large-Cap ETF 7.3 50 45 6.2 +0.3
LGCF Themes US Cash Flow Champions ETF 7.3 30 65 7.3 +1.4
NDIV Amplify Natural Resources Dividend Income ETF 7.3 59 36 11.2 +5.3
ICAP InfraCap Equity Income Fund ETF 7.3 171 -76 4.3 -1.6
FDVV Fidelity High Dividend ETF 7.2 15 80 6.8 +0.9
XMAG Defiance Large Cap ex-Mag 7 ETF 7.1 35 60 4.5 -1.4
AKAF The Frontier Economic Fund 7.1 20 75 5.1 -0.8
AIPO Defiance AI & Power Infrastructure ETF 7.1 69 26 0.8 -5.1
EQIN Columbia US Equity Income ETF 7.1 35 60 6.2 +0.3
NACP Impact Shares NAACP Minority Empowerment ETF 7.0 49 46 4.0 -2.0
GINX SGI Enhanced Global Income ETF 7.0 98 -3 6.8 +0.9
RWL Invesco S&P 500 Revenue ETF 6.9 39 56 5.9 -0.0
RJDI RJ Eagle GCM Dividend Select Income ETF 6.9 55 40 4.5 -1.4
EQRR ProShares Equities for Rising Rates ETF 6.9 35 60 6.0 +0.1
CVY Invesco Zacks Multi-Asset Income ETF 6.8 106 -11 10.1 +4.2
PXJ Invesco Oil & Gas Services ETF 6.8 63 32 2.8 -3.1
PXE Invesco Energy Exploration & Production ETF 6.8 60 35 12.0 +6.1
DFUV Dimensional US Marketwide Value ETF 6.7 22 73 6.3 +0.4
TRFM AAM Transformers ETF 6.6 49 46 1.0 -4.9
NUDV Nuveen ESG Dividend ETF 6.6 26 69 6.2 +0.3
DIVB iShares Core Dividend ETF 6.6 5 90 7.4 +1.5
NVIR Horizon Kinetics Energy and Remediation ETF 6.5 85 10 5.1 -0.8
QUS State Street SPDR MSCI USA StrategicFactors ETF 6.5 15 80 5.1 -0.8
IEZ iShares U.S. Oil Equipment & Services ETF 6.5 40 55 2.7 -3.2
XES State Street SPDR S&P Oil & Gas Equipment & Services ETF 6.5 35 60 1.2 -4.7
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 6.4 15 80 6.4 +0.5
AVMC Avantis U.S. Mid Cap Equity ETF 6.3 18 77 6.0 +0.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 6.2 60 35 6.2 +0.3
SPVU Invesco S&P 500 Enhanced Value ETF 6.2 13 82 8.6 +2.7
SPXT ProShares S&P 500 Ex-Technology ETF 6.1 9 86 4.9 -1.0
FCG First Trust Natural Gas ETF 6.1 60 35 13.7 +7.8
EBI Longview Advantage ETF 6.0 35 60 6.0 +0.1
SPMV Invesco S&P 500 Minimum Variance ETF 6.0 10 85 5.2 -0.8
RFDA RiverFront Dynamic US Dividend Advantage ETF 6.0 52 43 5.3 -0.6
DSPY Tema S&P 500 Historical Weight ETF 6.0 18 77 4.5 -1.4
DFVX Dimensional US Large Cap Vector ETF 6.0 22 73 5.3 -0.6
PFM Invesco Dividend Achievers ETF 6.0 53 42 4.7 -1.2
DIVL Madison Dividend Value ETF 6.0 65 30 4.8 -1.1
FTDS First Trust Dividend Strength ETF 5.9 70 25 7.0 +1.1
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 5.9 40 55 6.7 +0.8
JHMM John Hancock Multifactor Mid Cap ETF 5.9 42 53 5.4 -0.5
IUS Invesco RAFI Strategic US ETF 5.9 19 76 5.8 -0.1
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 5.9 19 76 4.9 -1.0
IEO iShares U.S. Oil & Gas Exploration & Production ETF 5.9 40 55 10.1 +4.2
AVLV Avantis U.S. Large Cap Value ETF 5.9 15 80 6.0 +0.1
FFLC Fidelity Fundamental Large Cap Core ETF 5.9 38 57 3.9 -2.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 5.8 65 30 4.8 -1.1
VFMV Vanguard U.S. Minimum Volatility ETF 5.8 13 82 5.7 -0.2
TOPC iShares S&P 500 3% Capped ETF 5.7 15 80 4.5 -1.4
IWX iShares Russell Top 200 Value ETF 5.7 20 75 5.2 -0.7
ACWV iShares MSCI Global Min Vol Factor ETF 5.7 20 75 5.7 -0.2
FTWO Strive FAANG 2.0 ETF 5.7 49 46 3.8 -2.1
JHML John Hancock Multifactor Large Cap ETF 5.6 29 66 4.6 -1.3
CRTC Xtrackers US National Critical Technologies ETF 5.6 35 60 4.2 -1.7
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.6 29 66 6.6 +0.7
NULV Nuveen ESG Large-Cap Value ETF 5.6 26 69 5.3 -0.6
USCL iShares Climate Conscious & Transition MSCI USA ETF 5.5 8 87 4.4 -1.5
GOP Unusual Whales Subversive Republican Trading ETF 5.5 50 45 4.4 -1.5
SPGP Invesco S&P 500 GARP ETF 5.5 34 61 5.7 -0.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 5.5 38 57 5.3 -0.6
FELV Fidelity Enhanced Large Cap Value ETF 5.5 18 77 5.8 -0.1
OIH VanEck Oil Services ETF 5.4 35 60 2.5 -3.4
JPEF JPMorgan Equity Focus ETF 5.4 50 45 3.8 -2.1
OSCV Opus Small Cap Value ETF 5.4 79 16 5.7 -0.2
JEPI JPMorgan Equity Premium Income ETF 5.4 35 60 4.9 -1.0
AVMV Avantis U.S. Mid Cap Value ETF 5.4 20 75 7.2 +1.3
LYLD Cambria Large Cap Shareholder Yield ETF 5.3 59 36 8.3 +2.4
RVRB Reverb ETF 5.3 30 65 4.0 -1.9
AVUS Avantis U.S. Equity ETF 5.3 15 80 4.9 -1.1
AFLG First Trust Active Factor Large Cap ETF 5.3 55 40 5.1 -0.8
EPS WisdomTree U.S. LargeCap Fund 5.3 8 87 4.8 -1.1
SPDV AAM S&P 500 High Dividend Value ETF 5.3 29 66 11.0 +5.1
DCOR Dimensional US Core Equity 1 ETF 5.2 14 81 4.7 -1.2
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 5.2 49 46 7.7 +1.8
COWZ Pacer US Cash Cows 100 ETF 5.2 49 46 7.7 +1.8
JGLO JPMorgan Global Select Equity ETF 5.2 33 62 4.3 -1.6
SMOT VanEck Morningstar SMID Moat ETF 5.2 49 46 6.5 +0.6
SYLD Cambria Shareholder Yield ETF 5.2 59 36 10.2 +4.3
NUKZ Range Nuclear Renaissance Index ETF 5.2 85 10 1.3 -4.7
SURE AdvisorShares Insiders Advantage ETF 5.1 90 5 8.0 +2.1
WOMN Impact Shares YWCA Women's Empowerment ETF 5.1 75 20 4.9 -1.1
XMLV Invesco S&P MidCap Low Volatility ETF 5.1 25 70 6.7 +0.8
DFAU Dimensional US Core Equity Market ETF 5.0 12 83 4.4 -1.5
RAUS RACWI US ETF 5.0 15 80 4.3 -1.6
FBCV Fidelity Blue Chip Value ETF 5.0 59 36 5.9 +0.0
REVS Columbia Research Enhanced Value ETF 5.0 19 76 6.8 +0.9
ULVM VictoryShares US Value Momentum ETF 5.0 20 75 6.2 +0.3
JAVA JPMorgan Active Value ETF 5.0 44 51 5.6 -0.3
RGEF Rockefeller Global Equity ETF 5.0 55 40 3.9 -2.0
SIXA ETC 6 Meridian Mega Cap Equity ETF 5.0 80 15 5.7 -0.2
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 5.0 35 60 8.8 +2.9
BFOR ALPS Barron's 400 ETF 5.0 65 30 5.0 -0.9
CATH Global X S&P 500 Catholic Values Custom ETF 4.9 29 66 4.1 -1.8
VV Vanguard Large-Cap ETF 4.9 4 91 4.2 -1.7
FTCE First Trust New Constructs Core Earnings Leaders ETF 4.9 60 35 4.7 -1.2
TOV JLens 500 Jewish Advocacy U.S. ETF 4.9 18 77 4.0 -1.9
IMCG iShares Morningstar Mid-Cap Growth ETF 4.9 6 89 3.4 -2.5
ADME Aptus Drawdown Managed Equity ETF 4.9 79 16 3.4 -2.5
LGDX Intech S&P Large Cap Diversified Alpha ETF 4.9 25 70 4.2 -1.7
DGLO First Trust RBA Deglobalization ETF 4.9 70 25 5.5 -0.5
QWLD SPDR MSCI World StrategicFactors ETF 4.9 30 65 5.2 -0.7
VOO Vanguard S&P 500 ETF 4.9 3 92 4.3 -1.6
STRV Strive 500 ETF 4.8 5 90 4.2 -1.7
VUSV Vanguard Wellington U.S. Value Active ETF 4.8 30 65 5.8 -0.1
GXLC Global X U.S. 500 ETF 4.8 2 93 4.2 -1.7
SPY SPDR S&P 500 ETF 4.8 9 86 4.3 -1.7
GRNY Fundstrat Granny Shots US Large Cap ETF 4.8 75 20 2.2 -3.7
ABLD Abacus FCF Real Assets Leaders ETF 4.8 69 26 6.2 +0.3
CHRI Global X S&P 500 Christian Values ETF 4.8 29 66 4.0 -1.9
SPYM State Street SPDR Portfolio S&P 500 ETF 4.8 2 93 4.3 -1.6
DFAC Dimensional U.S. Core Equity 2 ETF 4.8 17 78 4.8 -1.1
IVV iShares Core S&P 500 ETF 4.8 3 92 4.3 -1.6
DON WisdomTree U.S. MidCap Dividend Fund 4.8 38 57 8.1 +2.2
ROUS Hartford Multifactor US Equity ETF 4.8 19 76 5.5 -0.4
FMDE Fidelity Enhanced Mid Cap ETF 4.8 23 72 5.4 -0.5
ILCB iShares Morningstar U.S. Equity ETF 4.8 3 92 4.2 -1.7
MGV Vanguard Mega Cap Value ETF 4.8 7 88 5.6 -0.3
VIG Vanguard Dividend Appreciation ETF 4.8 5 90 5.0 -0.9
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 4.7 60 35 9.6 +3.7
SPXN ProShares S&P 500 Ex-Financials ETF 4.7 9 86 4.1 -1.8
ESGU iShares ESG Aware MSCI USA ETF 4.7 15 80 4.3 -1.6
DFUS Dimensional U.S. Equity ETF 4.7 9 86 4.2 -1.7
IWB iShares Russell 1000 ETF 4.7 15 80 4.3 -1.7
FLV American Century Focused Large Cap Value ETF 4.7 42 53 6.1 +0.2
QVML Invesco S&P 500 QVM Multi-factor ETF 4.7 11 84 4.4 -1.5
VONE Vanguard Russell 1000 ETF 4.7 7 88 4.3 -1.6
QUVU Hartford Quality Value ETF 4.7 46 49 5.7 -0.2
IYY iShares Dow Jones U.S. ETF 4.7 20 75 4.2 -1.7
YLDE ClearBridge Dividend Strategy ESG ETF 4.7 60 35 5.1 -0.8
DVND Touchstone Dividend Select ETF 4.7 67 28 5.4 -0.5
VFVA Vanguard U.S. Value Factor ETF 4.6 13 82 9.4 +3.5
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 4.6 80 15 6.7 +0.8
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 4.6 3 92 4.5 -1.4
SCHX Schwab U.S. Large-Cap ETF 4.6 3 92 4.4 -1.5
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 4.5 75 20 2.1 -3.9
IWV iShares Russell 3000 ETF 4.5 20 75 4.1 -1.8
VTI Vanguard Total Stock Market ETF 4.5 3 92 4.2 -1.7
JMOM JPMorgan U.S. Momentum Factor ETF 4.5 12 83 3.5 -2.4
GDIV Harbor Dividend Growth Leaders ETF 4.5 50 45 4.0 -1.9
VTHR Vanguard Russell 3000 ETF 4.5 7 88 4.2 -1.7
SCHK Schwab 1000 Index ETF 4.5 5 90 4.3 -1.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 4.5 3 92 4.2 -1.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 4.5 7 88 4.4 -1.5
SPXV ProShares S&P 500 Ex-Health Care ETF 4.5 9 86 4.0 -1.9
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.5 18 77 5.2 -0.7
SUSA iShares MSCI USA ESG Select ETF 4.4 25 70 4.1 -1.8
STOX Horizon Core Equity ETF 4.4 70 25 3.7 -2.2
CCNR ALPS CoreCommodity Natural Resources ETF 4.4 39 56 8.0 +2.1
JHDV John Hancock U.S. High Dividend ETF 4.4 34 61 6.1 +0.2
SCHD Schwab US Dividend Equity ETF 4.4 6 89 8.3 +2.4
SFTY Horizon Managed Risk ETF 4.4 77 18 3.6 -2.3
AUSF Global X Adaptive U.S. Factor ETF 4.4 27 68 8.0 +2.1
SCHB Schwab U.S. Broad Market ETF 4.4 3 92 4.3 -1.6
POW VistaShares Electrification Supercycle ETF 4.3 75 20 2.1 -3.8
GPT Intelligent Alpha Atlas ETF 4.3 69 26 6.1 +0.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4.3 29 66 5.7 -0.2
RPV Invesco S&P 500 Pure Value ETF 4.3 35 60 9.0 +3.1
GEW Cambria Global EW ETF 4.3 29 66 5.5 -0.5
CBSE Clough Select Equity ETF 4.2 85 10 0.4 -5.5
FEGE First Eagle Global Equity ETF 4.2 79 16 6.0 +0.1
MCDS JPMorgan Fundamental Data Science Mid Core ETF 4.2 35 60 4.9 -1.0
VFLO VictoryShares Free Cash Flow ETF 4.2 39 56 7.8 +1.9
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 4.2 5 90 7.6 +1.7
FMKT The Free Markets ETF 4.2 76 19 4.1 -1.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 4.2 20 75 4.3 -1.6
DAK Dakota Active Equity ETF 4.2 43 52 3.8 -2.1
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 4.2 56 39 7.0 +1.1
PBUS Invesco MSCI USA ETF 4.2 4 91 4.3 -1.6
ACVF American Conservative Values ETF 4.2 75 20 3.8 -2.1
TOK iShares MSCI Kokusai ETF 4.1 26 69 4.4 -1.5
HLAL Wahed FTSE USA Shariah ETF 4.1 50 45 3.8 -2.1
ABEQ Absolute Select Value ETF 4.1 85 10 4.4 -1.5
AFOS ARS Focused Opportunities Strategy ETF 4.1 45 50 2.1 -3.8
SHE State Street SPDR MSCI USA Gender Diversity ETF 4.1 20 75 4.6 -1.3
INCE Franklin Income Equity Focus ETF 4.1 29 66 5.3 -0.6
LCDS JPMorgan Fundamental Data Science Large Core ETF 4.1 30 65 4.1 -1.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 4.1 7 88 4.2 -1.7
YALL God Bless America ETF 4.1 65 30 4.1 -1.8
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 4.1 46 49 7.4 +1.5
BKLC BNY Mellon US Large Cap Core Equity ETF 4.1 0 95 4.3 -1.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 4.1 2 93 4.3 -1.6
IWP iShares Russell Mid-Cap Growth ETF 4.0 23 72 2.8 -3.1
BLES Inspire Global Hope ETF 4.0 61 34 5.7 -0.2
MTUM iShares MSCI USA Momentum Factor ETF 4.0 15 80 2.6 -3.3
VOT Vanguard Mid-Cap Growth ETF 4.0 7 88 3.1 -2.8
ECML Euclidean Fundamental Value ETF 4.0 95 0 8.9 +3.0
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 4.0 12 83 3.6 -2.3
VSDA VictoryShares Dividend Accelerator ETF 4.0 35 60 6.5 +0.6
RPG Invesco S&P 500 Pure Growth ETF 4.0 35 60 2.7 -3.2
VOTE TCW Transform 500 ETF 4.0 5 90 4.2 -1.7
SPMO Invesco S&P 500 Momentum ETF 3.9 13 82 3.4 -2.6
URAN Themes Uranium & Nuclear ETF 3.9 35 60 0.8 -5.1
MODL VictoryShares WestEnd U.S. Sector ETF 3.9 42 53 4.1 -1.8
APUE ActivePassive U.S. Equity ETF 3.9 45 50 4.0 -1.9
LOWV AB US Low Volatility Equity ETF 3.9 48 47 4.3 -1.6
NETZ TCW Transform Systems ETF 3.9 75 20 1.3 -4.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3.9 11 84 4.2 -1.7
URTH iShares MSCI World ETF 3.9 24 71 4.4 -1.5
AFMC First Trust Active Factor Mid Cap ETF 3.8 65 30 7.1 +1.2
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 3.8 75 20 5.9 +0.0
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 3.8 20 75 5.6 -0.3
WTV WisdomTree US Value Fund of Benef Interest 3.8 12 83 7.9 +2.0
BGDV Bahl & Gaynor Dividend ETF 3.8 45 50 4.0 -2.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 3.8 14 81 4.3 -1.6
DXUV Dimensional US Vector Equity ETF 3.8 28 67 5.3 -0.6
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 3.8 15 80 7.9 +2.0
IJJ iShares S&P Mid-Cap 400 Value ETF 3.8 18 77 7.8 +1.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3.8 9 86 4.4 -1.5
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.8 60 35 5.2 -0.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 3.7 10 85 8.0 +2.1
ESGG FlexShares STOXX Global ESG Select Index Fund 3.7 42 53 4.3 -1.6
XMMO Invesco S&P MidCap Momentum ETF 3.7 34 61 3.4 -2.5
BOUT Innovator IBD Breakout Opportunities ETF 3.7 81 14 3.0 -2.9
YOKE Yoke Core ETF 3.7 42 53 3.7 -2.2
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 3.7 60 35 4.1 -1.8
QNXT iShares Nasdaq-100 ex Top 30 ETF 3.7 20 75 4.2 -1.7
DIVN Horizon Dividend Income ETF 3.6 70 25 6.6 +0.7
UDI USCF Dividend Income Fund 3.6 65 30 6.7 +0.8
QDIV Global X S&P 500 Quality Dividend ETF 3.6 20 75 7.9 +2.0
NULC Nuveen ESG Large-Cap ETF 3.6 21 74 4.1 -1.9
FNK First Trust Mid Cap Value AlphaDEX Fund 3.6 70 25 9.6 +3.7
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 3.6 20 75 4.1 -1.8
KOCG FIS Knights of Columbus Global Belief ETF 3.6 75 20 4.4 -1.5
OALC OneAscent Large Cap Core ETF 3.6 86 9 3.5 -2.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 3.6 25 70 5.0 -0.9
DYNF BlackRock U.S. Equity Factor Rotation ETF 3.6 30 65 3.9 -2.0
WBIY WBI Power Factor High Dividend ETF 3.6 100 -5 12.3 +6.4
SFY SoFi Select 500 ETF 3.6 0 95 3.8 -2.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.5 45 50 3.7 -2.2
HDUS Hartford Disciplined US Equity ETF 3.5 19 76 4.8 -1.1
TNUK Tortoise Nuclear Renaissance ETF 3.5 75 20 0.7 -5.2
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 3.5 55 40 9.0 +3.1
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 3.5 40 55 5.3 -0.6
EQWL Invesco S&P 100 Equal Weight ETF 3.5 25 70 5.6 -0.3
GCOW Pacer Global Cash Cows Dividend ETF 3.5 60 35 9.2 +3.3
TIME Clockwise Core Equity & Innovation ETF 3.5 95 0 2.2 -3.7
DSMC Distillate Small/Mid Cash Flow ETF 3.5 55 40 10.9 +5.0
INRO iShares U.S. Industry Rotation Active ETF 3.5 42 53 3.7 -2.3
QDEF FlexShares Quality Dividend Defensive Index Fund 3.5 37 58 5.5 -0.4
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 3.5 50 45 8.4 +2.5
DIVY Sound Equity Dividend Income ETF 3.4 45 50 8.1 +2.2
FDLO Fidelity Low Volatility Factor ETF 3.4 15 80 4.8 -1.1
SHRY First Trust Bloomberg Shareholder Yield ETF 3.4 60 35 8.3 +2.4
SNPE Xtrackers S&P 500 ESG ETF 3.4 10 85 4.4 -1.5
ACWI iShares MSCI ACWI ETF 3.4 32 63 4.8 -1.1
LRGF iShares U.S. Equity Factor ETF 3.4 8 87 4.7 -1.2
MFMO Motley Fool Momentum Factor ETF 3.4 50 45 2.1 -3.8
FTGS First Trust Growth Strength ETF 3.4 60 35 3.6 -2.4
DGT State Street SPDR Global Dow ETF 3.4 50 45 5.8 -0.1
CGUS Capital Group Core Equity ETF 3.3 33 62 3.6 -2.3
USMF WisdomTree U.S. Multifactor Fund 3.3 28 67 6.5 +0.6
WCEO Hypatia Women CEO ETF 3.3 85 10 4.7 -1.2
KOKU Xtrackers MSCI Kokusai Equity ETF 3.3 9 86 4.5 -1.4
FDMO Fidelity Momentum Factor ETF 3.3 15 80 2.5 -3.4
RFFC ALPS Active Equity Opportunity ETF 3.2 48 47 3.7 -2.2
KLMN Invesco MSCI North America Climate ETF 3.2 9 86 4.4 -1.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.2 35 60 3.7 -2.2
LST Leuthold Select Industries ETF 3.2 91 4 4.9 -1.0
CSTK Invesco Comstock Contrarian Equity ETF 3.2 35 60 6.0 +0.1
AVIV Avantis International Large Cap Value ETF 3.2 25 70 7.0 +1.1
RECS Columbia Research Enhanced Core ETF 3.2 15 80 5.4 -0.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 3.2 9 86 4.9 -1.0
QLC FlexShares US Quality Large Cap Index Fund 3.2 25 70 4.6 -1.3
FNX First Trust Mid Cap Core AlphaDEX Fund 3.2 60 35 6.2 +0.3
FVAL Fidelity Value Factor ETF 3.2 15 80 6.1 +0.2
IWL iShares Russell Top 200 ETF 3.2 15 80 4.0 -1.9
PAVE Global X U.S. Infrastructure Development ETF 3.2 47 48 4.2 -1.7
EZM WisdomTree U.S. MidCap Fund 3.2 38 57 7.9 +2.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 3.2 32 63 4.1 -1.8
PEY Invesco High Yield Equity Dividend Achievers ETF 3.2 52 43 9.1 +3.2
GSPY Gotham Enhanced 500 ETF 3.1 50 45 4.5 -1.4
LIVR Intelligent Livermore ETF 3.1 69 26 2.9 -3.0
LRGC AB US Large Cap Strategic Equities ETF 3.1 48 47 3.9 -2.1
VT Vanguard Total World Stock ETF 3.1 6 89 5.1 -0.8
FTC First Trust Large Cap Growth AlphaDEX Fund 3.1 59 36 1.8 -4.1
SUSL iShares ESG MSCI USA Leaders ETF 3.1 10 85 4.3 -1.6
VBR Vanguard Small Cap Value ETF 3.1 7 88 7.9 +2.0
SMOX Horizon Small/Mid Cap Core Equity ETF 3.1 75 20 5.3 -0.6
FQAL Fidelity Quality Factor ETF 3.1 15 80 4.9 -1.0
ROE Astoria US Quality Kings ETF 3.0 49 46 5.5 -0.4
HGRO Hedgeye Quality Growth ETF 3.0 70 25 3.5 -2.4
PSCE Invesco S&P SmallCap Energy ETF 3.0 29 66 6.9 +1.0
NUMV Nuveen ESG Mid-Cap Value ETF 3.0 31 64 5.7 -0.2
AGQI First Trust Active Global Quality Income ETF 3.0 85 10 6.6 +0.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 3.0 19 76 5.1 -0.8
DGRW WisdomTree US Quality Dividend Growth Fund 3.0 28 67 5.0 -0.9
QUAL iShares MSCI USA Quality Factor ETF 2.9 15 80 4.5 -1.4
FDRR Fidelity Dividend ETF for Rising Rates 2.9 15 80 5.9 +0.0
BLCV iShares Large Cap Value Active ETF 2.9 53 42 6.5 +0.6
SFGV Sequoia Global Value ETF 2.9 23 72 7.2 +1.3
RSPN Invesco S&P 500 Equal Weight Industrials ETF 2.9 40 55 4.4 -1.5
FSST Fidelity Sustainable U.S. Equity ETF 2.9 59 36 3.4 -2.6
JQUA JPMorgan U.S. Quality Factor ETF 2.9 12 83 5.2 -0.8
VLUE iShares MSCI USA Value Factor ETF 2.8 15 80 7.4 +1.5
DFIV Dimensional International Value ETF 2.8 27 68 7.8 +1.9
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 2.8 15 80 6.2 +0.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.8 25 70 5.5 -0.4
CGDV Capital Group Dividend Value ETF 2.8 33 62 4.0 -1.9
CRAK VanEck Oil Refiners ETF 2.8 61 34 9.5 +3.6
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.8 49 46 7.9 +2.0
MGC Vanguard Mega Cap ETF 2.7 7 88 4.0 -1.9
XVV iShares ESG Screened S&P 500 ETF 2.7 8 87 4.2 -1.7
PY Principal Value ETF 2.7 15 80 7.1 +1.2
BRIF FIS Bright Portfolios Focused Equity ETF 2.7 65 30 3.6 -2.3
RAYD Rayliant Quantitative Developed Market Equity ETF 2.7 80 15 3.6 -2.3
GURU Global X Guru Index ETF 2.7 75 20 2.3 -3.6
CNRG State Street SPDR S&P Kensho Clean Power ETF 2.6 45 50 -0.0 -5.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.6 15 80 6.1 +0.2
VSLU Applied Finance Valuation Large Cap ETF 2.6 49 46 4.9 -1.0
MDY SPDR S&P Midcap 400 ETF Trust 2.6 23 72 5.9 -0.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.6 75 20 3.3 -2.6
QDF FlexShares Quality Dividend Index Fund 2.6 37 58 5.5 -0.5
DSI iShares MSCI KLD 400 Social ETF 2.6 25 70 4.2 -1.7
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 2.6 35 60 5.7 -0.2
MNZL Manzil Russell Halal USA Broad MarketETF 2.6 40 55 4.0 -1.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.6 17 78 5.0 -0.9
WDIV SPDR S&P Global Dividend ETF 2.5 40 55 9.2 +3.3
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 2.5 3 92 6.1 +0.2
ENHU iShares Enhanced Large Cap Core Active ETF 2.5 22 73 4.2 -1.7
VCLN Virtus Duff & Phelps Clean Energy ETF 2.5 59 36 2.5 -3.4
IJH iShares Core S&P Mid-Cap ETF 2.5 5 90 6.1 +0.2
ISCV iShares Morningstar Small Cap Value ETF 2.5 6 89 7.8 +1.9
FDWM Fidelity Women's Leadership ETF 2.5 59 36 3.7 -2.2
TPSC Timothy Plan US Small Cap Core ETF 2.5 52 43 6.5 +0.6
SPHB Invesco S&P 500 High Beta ETF 2.5 25 70 3.9 -2.1
OEF iShares S&P 100 ETF 2.5 20 75 3.9 -2.0
ACSI American Customer Satisfaction ETF 2.5 65 30 4.7 -1.2
AIEQ AI Powered Equity ETF 2.5 75 20 3.8 -2.1
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.5 35 60 5.4 -0.5
KRMA Global X Conscious Companies ETF 2.4 43 52 5.3 -0.6
DIVE Dana Concentrated Dividend ETF 2.4 65 30 6.9 +1.0
SCHM Schwab U.S. Mid-Cap ETF 2.4 4 91 5.9 -0.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 2.4 25 70 7.8 +1.9
IVOO Vanguard S&P Mid-Cap 400 ETF 2.4 7 88 6.0 +0.1
LEAD Siren DIVCON Leaders Dividend ETF 2.4 43 52 3.6 -2.3
HAPI Harbor Human Capital Factor US Large Cap ETF 2.4 36 59 4.2 -1.8
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 2.4 60 35 4.7 -1.2
FELC Fidelity Enhanced Large Cap Core ETF 2.4 18 77 4.5 -1.4
KLMT Invesco MSCI Global Climate 500 ETF 2.4 10 85 5.1 -0.8
FFSM Fidelity Fundamental Small-Mid Cap ETF 2.4 43 52 4.9 -1.1
GQQQ Astoria US Quality Growth Kings ETF 2.4 35 60 3.5 -2.5
BDIV AAM Brentview Dividend Growth ETF 2.4 49 46 3.7 -2.2
JVAL JPMorgan U.S. Value Factor ETF 2.4 12 83 7.1 +1.2
ABIG Argent Large Cap ETF 2.4 49 46 4.4 -1.5
OEI Optimized Equity Income ETF 2.4 75 20 3.5 -2.4
MID American Century Mid Cap Growth Impact ETF 2.4 45 50 2.9 -3.0
FLRG Fidelity U.S. Multifactor ETF 2.4 15 80 5.9 -0.0
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.3 29 66 4.1 -1.9
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 2.3 20 75 0.8 -5.1
CGDG Capital Group Dividend Growers ETF 2.3 47 48 5.2 -0.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.3 10 85 4.3 -1.6
FPX First Trust US Equity Opportunities ETF 2.3 61 34 0.9 -5.0
USEW Cambria US EW ETF 2.3 30 65 4.2 -1.7
ACEP ARS Core Equity ETF 2.3 45 50 4.2 -1.7
JOET Virtus Terranova US Quality Momentum ETF 2.3 29 66 3.9 -2.0
SPXE ProShares S&P 500 Ex-Energy ETF 2.3 9 86 4.2 -1.8
XMVM Invesco S&P MidCap Value with Momentum ETF 2.2 39 56 7.5 +1.6
IOO iShares Global 100 ETF 2.2 41 54 4.0 -2.0
DFAS Dimensional U.S. Small Cap ETF 2.2 26 69 5.6 -0.3
SMLF iShares U.S. SmallCap Equity Factor ETF 2.2 15 80 5.0 -1.0
VB Vanguard Small-Cap ETF 2.2 5 90 5.2 -0.7
DIV Global X SuperDividend US ETF 2.2 45 50 9.7 +3.8
SGLC SGI U.S. Large Cap Core ETF 2.2 85 10 3.8 -2.1
STXM Strive Mid-Cap ETF 2.2 18 77 5.7 -0.2
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 2.2 59 36 8.4 +2.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.2 64 31 1.3 -4.6
CGGR Capital Group Growth ETF 2.2 39 56 2.6 -3.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.2 15 80 6.8 +0.9
STXD Strive 1000 Dividend Growth ETF 2.1 35 60 4.4 -1.5
BINV Brandes International ETF 2.1 70 25 8.4 +2.5
NLR VanEck Uranium+Nuclear Energy ETF 2.1 61 34 1.4 -4.5
SFLO VictoryShares Small Cap Free Cash Flow ETF 2.1 49 46 8.2 +2.3
QVAL Alpha Architect US Quantitative Value ETF 2.0 39 56 9.4 +3.5
XLI Industrial Select Sector SPDR 2.0 8 87 3.6 -2.3
JHSC John Hancock Multifactor Small Cap ETF 2.0 42 53 6.0 +0.1
EWC iShares MSCI Canada ETF 2.0 50 45 5.1 -0.8
WLDR Affinity World Leaders Equity ETF 2.0 67 28 6.3 +0.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.0 60 35 6.8 +0.9
VIS Vanguard Industrials ETF 2.0 9 86 3.6 -2.3
FIDU Fidelity MSCI Industrial Index ETF 2.0 8 87 3.6 -2.3
CCSO Carbon Collective Climate Solutions US Equity ETF 2.0 35 60 0.9 -5.0
COPY Tweedy, Browne Insider + Value ETF 2.0 80 15 15.1 +9.2
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 2.0 48 47 7.8 +1.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.0 4 91 5.6 -0.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.0 9 86 4.4 -1.5
CZAR Themes Natural Monopoly ETF 2.0 35 60 5.3 -0.6
STRN SMART Trend 25 ETF 2.0 59 36 2.7 -3.2
GVLU Gotham 1000 Value ETF 2.0 50 45 8.1 +2.2
DFSU Dimensional US Sustainability Core 1 ETF 2.0 18 77 4.7 -1.2
DSTL Distillate US Fundamental Stability & Value ETF 2.0 39 56 7.6 +1.7
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.9 35 60 6.5 +0.6
TMDV ProShares Russell US Dividend Growers ETF 1.9 35 60 6.2 +0.3
ISCB iShares Morningstar Small-Cap ETF 1.9 4 91 5.4 -0.5
SWP SWP Growth & Income ETF 1.9 99 -4 4.2 -1.7
SMRI Bushido Capital US Equity ETF 1.9 71 24 8.1 +2.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.9 15 80 4.3 -1.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.9 24 71 6.0 +0.1
DFIC Dimensional International Core Equity 2 ETF 1.9 23 72 6.2 +0.3
GVIP Goldman Sachs Hedge Industry VIP ETF 1.9 45 50 2.5 -3.4
SAMT Strategas Macro Thematic Opportunities ETF 1.9 65 30 2.3 -3.6
SMDV ProShares Russell 2000 Dividend Growers ETF 1.9 40 55 6.9 +1.0
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.9 95 0 -0.5 -6.4
ICOW Pacer Developed Markets International Cash Cows 100 ETF 1.9 65 30 7.8 +1.9
SNPV Xtrackers S&P 500 Value ESG ETF 1.9 15 80 5.6 -0.3
PRAY FIS Christian Stock Fund 1.9 69 26 3.9 -2.0
IYJ iShares U.S. Industrials ETF 1.9 40 55 4.0 -1.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.9 7 88 5.3 -0.6
USMC Principal U.S. Mega-Cap ETF 1.9 12 83 3.7 -2.2
VNSE Natixis Vaughan Nelson Select ETF 1.9 80 15 3.4 -2.5
LCF Touchstone US Large Cap Focused ETF 1.9 69 26 3.7 -2.3
TOPT iShares Top 20 U.S. Stocks ETF 1.9 20 75 3.3 -2.6
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 1.9 15 80 4.3 -1.6
MFVL Motley Fool Value Factor ETF 1.9 50 45 5.6 -0.3
FRGN Horizon International Equity ETF 1.9 75 20 8.1 +2.2
TIIV AAM Todd International Intrinsic Value ETF 1.8 54 41 9.7 +3.8
DUHP Dimensional US High Profitability ETF 1.8 21 74 5.2 -0.7
FCPI Fidelity Stocks for Inflation ETF 1.8 15 80 5.9 -0.0
COWS Amplify Cash Flow Dividend Leaders ETF 1.8 0 95 7.4 +1.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.8 20 75 4.8 -1.1
RWK Invesco S&P MidCap 400 Revenue ETF 1.8 39 56 7.7 +1.8
FSMD Fidelity Small-Mid Multifactor ETF 1.8 15 80 6.6 +0.7
FNDF Schwab Fundamental International Large Co. Index ETF 1.8 25 70 7.6 +1.7
OPTZ Optimize Strategy Index ETF 1.8 50 45 3.7 -2.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.7 30 65 7.4 +1.5
STXK Strive Small-Cap ETF 1.7 18 77 5.2 -0.7
FLQL Franklin LibertyQ U.S. Equity ETF 1.7 15 80 4.6 -1.3
DARP Grizzle Growth ETF 1.7 75 20 1.8 -4.1
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.7 35 60 6.2 +0.3
ZIG Acquirers Fund 1.7 84 11 19.7 +13.8
DFAT Dimensional U.S. Targeted Value ETF 1.7 28 67 8.7 +2.8
GQI Natixis Gateway Quality Income ETF 1.7 34 61 4.5 -1.4
EXI iShares Global Industrials ETF 1.7 42 53 3.6 -2.3
BOAT SonicShares Global Shipping ETF 1.7 69 26 21.8 +15.9
IQM Franklin Intelligent Machines ETF 1.7 50 45 1.1 -4.8
STXG Strive 1000 Growth ETF 1.7 18 77 3.3 -2.6
VXF Vanguard Extended Market ETF 1.7 5 90 3.8 -2.1
AVDE Avantis International Equity ETF 1.7 23 72 6.2 +0.3
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.7 15 80 3.7 -2.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.7 10 85 3.7 -2.2
JGRO JPMorgan Active Growth ETF 1.7 44 51 2.4 -3.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.6 20 75 5.7 -0.2
VUSE Vident U.S. Equity Strategy ETF 1.6 50 45 3.7 -2.2
IJT iShares S&P Small-Cap 600 Growth ETF 1.6 18 77 3.7 -2.2
RFDI First Trust Riverfront Dynamic Developed International ETF 1.6 83 12 7.7 +1.8
VFMF Vanguard U.S. Multifactor ETF 1.6 18 77 6.7 +0.8
DFSV Dimensional US Small Cap Value ETF 1.6 31 64 8.9 +3.0
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.6 60 35 5.7 -0.3
GLOF iShares Global Equity Factor ETF 1.6 20 75 5.7 -0.2
THRO iShares U.S. Thematic Rotation Active ETF 1.6 90 5 3.3 -2.7
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 1.6 38 57 9.0 +3.1
BWEB Bitwise Web3 ETF 1.6 85 10 -0.1 -6.0
STXI Strive International Developed Markets ETF 1.6 29 66 6.2 +0.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.6 29 66 6.4 +0.5
NANC Unusual Whales Subversive Democratic Trading ETF 1.5 75 20 3.0 -2.9
NUSC Nuveen ESG Small-Cap ETF 1.5 31 64 4.9 -1.0
POWA Invesco Bloomberg Pricing Power ETF 1.5 40 55 5.6 -0.4
PRN Invesco Dorsey Wright Industrials Momentum ETF 1.5 60 35 1.2 -4.7
APIE ActivePassive International Equity ETF 1.5 45 50 6.4 +0.5
INTF iShares International Equity Factor ETF 1.5 15 80 6.5 +0.6
QGRW WisdomTree U.S. Quality Growth Fund 1.5 28 67 2.9 -3.0
ITAN Sparkline Intangible Value ETF 1.5 50 45 6.2 +0.3
VYMI Vanguard International High Dividend Yield ETF 1.5 17 78 8.0 +2.1
VFQY Vanguard U.S. Quality Factor ETF 1.5 13 82 5.6 -0.3
QQQ Invesco QQQ Trust Series I 1.5 20 75 3.4 -2.5
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 1.5 60 35 4.8 -1.1
YNOT Horizon Digital Frontier ETF 1.5 75 20 2.6 -3.3
QQQM Invesco NASDAQ 100 ETF 1.5 15 80 3.4 -2.5
FDLS Inspire Fidelis Multi Factor ETF 1.5 76 19 3.2 -2.7
DXIV Dimensional International Vector Equity ETF 1.5 34 61 6.6 +0.7
HWAY Themes US Infrastructure ETF 1.5 29 66 4.7 -1.2
MVPA Miller Value Partners Appreciation ETF 1.4 60 35 9.5 +3.6
ZECP Zacks Earnings Consistent Portfolio ETF 1.4 55 40 4.1 -1.8
ILCG iShares Morningstar Growth ETF 1.4 4 91 3.1 -2.8
GKAT Scharf Global Opportunity ETF 1.4 57 38 5.8 -0.1
XJH iShares ESG Screened S&P Mid-Cap ETF 1.4 12 83 5.9 +0.0
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 1.4 45 50 6.9 +1.0
RDVY First Trust Rising Dividend Achievers ETF 1.4 50 45 5.1 -0.8
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.4 60 35 6.4 +0.5
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.4 60 35 4.2 -1.7
AVUQ Avantis U.S. Quality ETF 1.4 15 80 3.6 -2.3
SPHQ Invesco S&P 500 Quality ETF 1.4 15 80 4.7 -1.2
TTAC FCF US Quality ETF 1.4 59 36 5.4 -0.5
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.4 15 80 4.1 -1.9
CWI SPDR MSCI ACWI ex-US ETF 1.4 30 65 6.5 +0.6
VAMO Cambria Value & Momentum ETF 1.4 61 34 5.2 -0.7
XLG Invesco S&P 500 Top 50 ETF 1.4 20 75 3.6 -2.3
SRHQ SRH U.S. Quality ETF 1.4 35 60 6.2 +0.3
LOUP Innovator Deepwater Frontier Tech ETF 1.4 70 25 1.0 -4.9
CSMD Congress SMid Growth ETF 1.4 69 26 3.5 -2.4
SMAP Amplify Small-Mid Cap Equity ETF 1.4 60 35 4.4 -1.5
LGRO Level Four Large Cap Growth Active ETF 1.4 55 40 3.8 -2.1
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.4 30 65 6.4 +0.5
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.3 79 16 4.2 -1.8
FPAG FPA Global Equity ETF 1.3 49 46 5.9 -0.0
FYLD Cambria Foreign Shareholder Yield ETF 1.3 59 36 10.2 +4.3
IDEV iShares Core MSCI International Developed Markets ETF 1.3 4 91 6.0 +0.1
LVHI Franklin International Low Volatility High Dividend Index ET 1.3 40 55 7.6 +1.7
QQLV Invesco QQQ Low Volatility ETF 1.3 25 70 4.3 -1.7
SCHF Schwab International Equity ETF 1.3 6 89 6.1 +0.2
JSML Janus Henderson Small Cap Growth Alpha ETF 1.3 30 65 2.7 -3.2
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.3 59 36 4.5 -1.4
FFND Future Fund Active ETF 1.3 100 -5 4.3 -1.6
FID First Trust S&P International Dividend Aristocrats ETF 1.3 60 35 7.9 +2.0
AVUV Avantis U.S. Small Cap Value ETF 1.3 25 70 8.0 +2.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.3 15 80 3.0 -2.9
ISCG iShares Morningstar Small-Cap Growth ETF 1.3 6 89 2.7 -3.2
SMMD iShares Russell 2500 ETF 1.3 15 80 5.6 -0.3
FTCS First Trust Capital Strength ETF 1.3 55 40 5.5 -0.4
SPDW SPDR Portfolio Developed World ex-US ETF 1.3 3 92 5.9 +0.0
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 1.3 61 34 5.8 -0.1
VEA Vanguard FTSE Developed Markets ETF 1.3 3 92 6.0 +0.1
RNSC Furst Trust Small Cap US Equity Select ETF 1.3 60 35 4.4 -1.5
WSML iShares MSCI World Small-Cap ETF 1.2 15 80 5.4 -0.5
QGRO American Century U.S. Quality Growth ETF 1.2 29 66 3.9 -2.1
MADE iShares U.S. Manufacturing ETF 1.2 40 55 3.4 -2.5
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.2 70 25 2.1 -3.9
DFAI Dimensional International Core Equity Market ETF 1.2 18 77 6.0 +0.1
PBW Invesco WilderHill Clean Energy ETF 1.2 66 29 -2.9 -8.8
FDT First Trust Developed Markets ex-US AlphaDEX Fund 1.2 80 15 6.8 +0.9
FNDA Schwab Fundamental US Small Co. Index ETF 1.2 25 70 6.1 +0.2
PSET Principal Quality ETF 1.2 15 80 4.8 -1.1
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.2 35 60 3.1 -2.8
JPSV JPMorgan Active Small Cap Value ETF 1.2 74 21 7.6 +1.7
RNIN Bushido Capital US SMID Cap Equity ETF 1.2 70 25 10.6 +4.7
ICPY Tweedy, Browne International Insider Value ETF 1.2 80 15 21.9 +16.0
SCHA Schwab U.S. Small-Cap ETF 1.2 4 91 4.5 -1.5
GINN Goldman Sachs Innovate Equity ETF 1.2 52 43 3.8 -2.1
SFYF SoFi Social 50 ETF 1.1 29 66 0.8 -5.1
RSSL Global X Russell 2000 ETF 1.1 8 87 2.7 -3.2
ACWX iShares MSCI ACWI ex U.S. ETF 1.1 34 61 6.4 +0.5
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.1 58 37 3.5 -2.4
TMFC Motley Fool 100 Index ETF 1.1 50 45 3.0 -2.9
DES WisdomTree U.S. SmallCap Dividend Fund 1.1 38 57 8.1 +2.2
FSGS First Trust SMID Growth Strength ETF 1.1 60 35 4.8 -1.1
VTWV Vanguard Russell 2000 Value ETF 1.1 10 85 5.0 -0.9
FYT First Trust Small Cap Value AlphaDEX Fund 1.1 73 22 9.8 +3.9
XSHQ Invesco S&P SmallCap Quality ETF 1.1 29 66 6.7 +0.8
BBCA JPMorgan BetaBuilders Canada ETF 1.1 19 76 5.4 -0.5
FLCA Franklin FTSE Canada ETF 1.1 9 86 5.4 -0.5
IWN iShares Russell 2000 Value ETF 1.1 24 71 4.9 -1.0
TTAI FCF International Quality ETF 1.1 59 36 6.7 +0.8
UMMA Wahed Dow Jones Islamic World ETF 1.1 65 30 3.8 -2.1
IJK iShares S&P Mid-Cap 400 Growth ETF 1.1 17 78 4.1 -1.8
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.1 15 80 4.1 -1.8
SCHG Schwab U.S. Large-Cap Growth ETF 1.1 4 91 3.4 -2.6
EGUS iShares ESG Aware MSCI USA Growth ETF 1.1 18 77 3.1 -2.8
FIVA Fidelity International Value Factor ETF 1.1 18 77 7.5 +1.6
JIVE JPMorgan International Value ETF 1.1 55 40 8.4 +2.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.0 10 85 4.1 -1.8
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.0 55 40 3.2 -2.7
XJR iShares ESG Screened S&P Small-Cap ETF 1.0 12 83 6.2 +0.3
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.0 30 65 13.6 +7.7
RODM Hartford Multifactor Developed Markets (ex-US) ETF 1.0 29 66 7.0 +1.1
PDP Invesco Dorsey Wright Momentum ETF 1.0 62 33 1.5 -4.4
PWB Invesco Large Cap Growth ETF 1.0 56 39 2.1 -3.8
GK AdvisorShares Gerber Kawasaki ETF 1.0 75 20 1.6 -4.4
MOTO SmartETFs Smart Transportation & Technology ETF 1.0 68 27 5.4 -0.5
USSE Segall Bryant & Hamill Select Equity ETF 1.0 65 30 3.1 -2.8
BGRO iShares Large Cap Growth Active ETF 1.0 55 40 2.0 -3.9
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.0 61 34 1.5 -4.4
SNPG Xtrackers S&P 500 Growth ESG ETF 1.0 15 80 4.1 -1.8
CVAR Cultivar ETF 1.0 87 8 7.0 +1.1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.0 49 46 4.7 -1.3
ABFL Abacus FCF Leaders ETF 1.0 59 36 3.8 -2.1
VEU Vanguard FTSE All-World ex-US Index Fund 1.0 4 91 6.8 +0.9
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.0 35 60 6.3 +0.4
XSMO Invesco S&P SmallCap Momentum ETF 1.0 39 56 3.6 -2.3
GRNJ Fundstrat Granny Shts US Sm- &Mid-CapETF 1.0 75 20 1.9 -4.0
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.0 25 70 11.4 +5.5
IXUS iShares Core MSCI Total International Stock ETF 1.0 7 88 6.6 +0.7
HAPS Harbor Human Capital Factor US Small Cap ETF 1.0 60 35 3.5 -2.4
RSMC Rockefeller U.S. Small-Mid Cap ETF 0.9 75 20 4.1 -1.9
VXUS Vanguard Total International Stock ETF 0.9 5 90 6.7 +0.8
ONEQ Fidelity Nasdaq Composite Index ETF 0.9 21 74 3.0 -3.0
VIOO Vanguard S&P Small-Cap 600 ETF 0.9 7 88 6.3 +0.4
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.9 3 92 6.5 +0.6
VOOG Vanguard S&P 500 Growth ETF 0.9 7 88 19.0 +13.1
SGRT SMART Earnings Growth 30 ETF 0.9 59 36 2.5 -3.4
IUSG iShares Core S&P U.S. Growth ETF 0.9 4 91 3.2 -2.7
TOLL Tema Durable Quality ETF 0.9 75 20 4.0 -1.9
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 0.9 65 30 5.1 -0.8
IJR iShares Core S&P Small Cap ETF 0.9 6 89 6.4 +0.5
USXF iShares ESG Advanced MSCI USA ETF 0.9 10 85 3.9 -2.0
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.9 47 48 7.8 +1.9
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 0.9 45 50 4.3 -1.6
AZTD Aztlan Global Stock Selection DM SMID ETF 0.9 75 20 4.1 -1.8
MAVF Matrix Advisors Value ETF 0.9 75 20 5.0 -0.9
IVW iShares S&P 500 Growth ETF 0.9 18 77 3.0 -2.9
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.9 4 91 3.1 -2.8
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 0.9 29 66 3.6 -2.3
RFV Invesco S&P Midcap 400 Pure Value ETF 0.9 35 60 11.3 +5.4
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.9 35 60 6.0 +0.1
IQLT iShares MSCI Intl Quality Factor ETF 0.9 30 65 5.4 -0.5
IWM iShares Russell 2000 ETF 0.9 19 76 2.7 -3.2
BKSE BNY Mellon US Small Cap Core Equity ETF 0.9 4 91 5.2 -0.7
BKIE BNY Mellon International Equity ETF 0.8 4 91 6.0 +0.1
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.8 25 70 6.2 +0.3
VALQ American Century U.S. Quality Value ETF 0.8 29 66 7.2 +1.3
AVSC Avantis U.S Small Cap Equity ETF 0.8 25 70 4.7 -1.2
PKW Invesco Buyback Achievers ETF 0.8 62 33 7.1 +1.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.8 15 80 5.1 -0.8
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.8 40 55 3.9 -2.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.8 65 30 7.5 +1.6
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.8 12 83 3.5 -2.4
PEXL Pacer US Export Leaders ETF 0.8 60 35 3.2 -2.7
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.8 40 55 3.3 -2.6
VTWO Vanguard Russell 2000 ETF 0.8 7 88 2.8 -3.1
VONG Vanguard Russell 1000 Growth ETF 0.8 7 88 3.6 -2.3
ISMD Inspire Small/Mid Cap ETF 0.7 54 41 5.2 -0.7
FAN First Trust Global Wind Energy ETF 0.7 60 35 2.7 -3.2
IWF iShares Russell 1000 Growth ETF 0.7 19 76 3.4 -2.5
FYX First Trust Small Cap Core AlphaDEX Fund 0.7 61 34 5.4 -0.5
CLNR IQ Cleaner Transport ETF 0.7 45 50 3.9 -2.0
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 0.7 79 16 3.8 -2.1
SMOG VanEck Low Carbon Energy ETF 0.7 61 34 1.1 -4.8
FESM Fidelity Enhanced Small Cap ETF 0.7 28 67 2.3 -3.6
IDHQ Invesco S&P International Developed High Quality ETF 0.7 29 66 5.5 -0.4
AESR Anfield U.S. Equity Sector Rotation ETF 0.7 108 -13 3.0 -2.9
DIHP Dimensional International High Profitability ETF 0.7 29 66 5.7 -0.2
TPIF Timothy Plan International ETF 0.7 62 33 5.5 -0.4
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.7 39 56 7.0 +1.1
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.7 12 83 3.5 -2.5
RCGE RockCreek Global Equality ETF 0.7 95 0 6.0 +0.1
FENI Fidelity Enhanced International ETF 0.7 28 67 5.8 -0.1
IQDF FlexShares International Quality Dividend Index Fund 0.7 47 48 7.7 +1.8
NIXT Research Affiliates Deletions ETF 0.7 9 86 6.4 +0.5
SIXS ETC 6 Meridian Small Cap Equity ETF 0.7 89 6 7.8 +1.9
VFMO Vanguard U.S. Momentum Factor ETF 0.7 13 82 1.7 -4.2
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.7 15 80 8.3 +2.4
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.7 15 80 6.3 +0.4
VBK Vanguard Small-Cap Growth ETF 0.7 7 88 1.3 -4.7
BUZZ VanEck Social Sentiment ETF 0.7 75 20 -0.7 -6.6
FBCG Fidelity Blue Chip Growth ETF 0.7 59 36 2.2 -3.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.7 30 65 3.8 -2.2
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 0.7 12 83 6.7 +0.8
CZA Invesco Zacks Mid-Cap ETF 0.7 72 23 5.9 -0.0
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.7 20 75 5.6 -0.3
CGV Conductor Global Equity Value ETF 0.7 130 -35 7.4 +1.5
TAX Cambria Tax Aware ETF 0.6 49 46 4.1 -1.8
IWO iShares Russell 2000 Growth ETF 0.6 24 71 0.5 -5.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.6 12 83 4.5 -1.5
IVLU iShares MSCI Intl Value Factor ETF 0.6 30 65 8.2 +2.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.6 39 56 3.6 -2.3
SRVR Pacer Data & Infrastructure Real Estate ETF 0.6 55 40 3.6 -2.3
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.6 41 54 6.1 +0.2
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.6 18 77 6.4 +0.5
GLBL Pacer MSCI World Industry Advantage ETF 0.6 65 30 3.5 -2.4
DSTX Distillate International Fundamental Stability & Value ETF 0.6 55 40 6.4 +0.5
PRXG Praxis Impact Large Cap Growth ETF 0.6 36 59 3.1 -2.8
EES WisdomTree U.S. SmallCap Fund 0.6 38 57 7.9 +2.0
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.6 24 71 6.8 +0.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.6 9 86 3.8 -2.1
BBEU JPMorgan BetaBuilders Europe ETF 0.5 9 86 6.2 +0.3
BKCI BNY Mellon Concentrated International ETF 0.5 80 15 4.9 -1.0
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.5 36 59 5.5 -0.5
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.5 46 49 5.6 -0.3
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.5 45 50 5.7 -0.2
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.5 14 81 5.4 -0.6
INEQ Columbia International Equity Income ETF 0.5 45 50 7.7 +1.8
FLEE Franklin FTSE Europe ETF 0.5 9 86 6.3 +0.4
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.5 25 70 6.3 +0.4
GSID Goldman Sachs MarketBeta International Equity ETF 0.5 20 75 5.9 -0.0
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 0.5 9 86 7.6 +1.7
HFXI IQ FTSE International Equity Currency Neutral ETF 0.5 20 75 5.8 -0.1
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.5 47 48 7.4 +1.5
VWID Virtus WMC International Dividend ETF 0.5 49 46 7.2 +1.3
DIVI Franklin International Core Dividend Tilt Index ETF 0.5 9 86 6.6 +0.7
CGIE Capital Group International Equity ETF 0.5 54 41 4.6 -1.3
AIVI WisdomTree International AI Enhanced Value Fund 0.5 58 37 6.2 +0.3
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.5 58 37 7.2 +1.3
FEP First Trust Europe AlphaDEX Fund 0.5 80 15 6.8 +0.9
FEUZ First Trust Eurozone AlphaDEX ETF 0.5 80 15 6.5 +0.6
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.5 56 39 9.7 +3.8
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 0.5 80 15 5.4 -0.5
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.5 35 60 5.7 -0.2
SCHY Schwab International Dividend Equity ETF 0.5 14 81 8.3 +2.4
EFA iShares MSCI EAFE ETF 0.5 35 60 5.8 -0.1
EFAV iShares MSCI EAFE Min Vol Factor ETF 0.5 22 73 5.6 -0.3
EFV iShares MSCI EAFE Value ETF 0.5 34 61 7.6 +1.7
ESGD iShares ESG Aware MSCI EAFE ETF 0.5 20 75 5.8 -0.1
EWQ iShares MSCI France ETF 0.5 53 42 6.5 +0.6
EZU iShares MSCI Eurozone ETF 0.5 52 43 5.7 -0.3
IDV iShares International Select Dividend ETF 0.5 51 44 9.0 +3.1
IEFA iShares Core MSCI EAFE ETF 0.5 7 88 6.1 +0.2
IEUR iShares Core MSCI Europe ETF 0.5 11 84 6.3 +0.4
IEV iShares Europe ETF 0.5 67 28 5.8 -0.1
DWX SPDR S&P International Dividend ETF 0.5 45 50 6.7 +0.8
FEZ SPDR EURO STOXX 50 ETF 0.5 29 66 5.8 -0.1
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.5 30 65 6.1 +0.2
SPEU SPDR Portfolio Europe ETF 0.5 7 88 6.5 +0.6
PATN Pacer Nasdaq International Patent Leaders ETF 0.5 65 30 4.6 -1.4
VGK Vanguard FTSE Europe ETF 0.5 6 89 6.5 +0.6
VUG Vanguard Growth ETF 0.5 4 91 20.5 +14.6
BCOR Grayscale Bitcoin Adopters ETF 0.5 59 36 1.7 -4.2
XLSR State Street US Sector Rotation ETF 0.5 70 25 4.4 -1.5
FTXR First Trust Nasdaq Transportation ETF 0.5 60 35 7.0 +1.1
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.5 45 50 2.3 -3.6
CARZ First Trust NASDAQ Global Auto Index Fund 0.5 70 25 2.7 -3.2
HYDR Global X Hydrogen ETF 0.5 50 45 -5.8 -11.7
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 0.5 45 50 -1.4 -7.3
QMOM Alpha Architect U.S. Quantitative Momentum ETF 0.5 39 56 1.1 -4.8
BEEZ Honeytree U.S. Equity ETF 0.5 64 31 3.6 -2.3
CAML Congress Large Cap Growth ETF 0.5 66 29 2.4 -3.6
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.5 48 47 5.6 -0.3
ASLV Allspring Special Large Value ETF 0.5 35 60 5.2 -0.7
DVGR DAC 3D Dividend Growth ETF 0.5 65 30 4.7 -1.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.5 35 60 4.5 -1.4
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.5 70 25 4.0 -1.9
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 0.5 49 46 6.5 +0.6
JHMD John Hancock Multifactor Developed International ETF 0.5 39 56 6.2 +0.3
VTWG Vanguard Russell 2000 Growth ETF 0.5 10 85 0.7 -5.3
KNO AXS Knowledge Leaders ETF 0.5 78 17 4.4 -1.5
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.5 42 53 4.0 -1.9
WWJD Inspire International ETF 0.5 80 15 6.1 +0.2
JIRE JPMorgan International Research Enhanced Equity ETF 0.5 24 71 5.9 -0.0
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 0.5 49 46 3.4 -2.5
FXL First Trust Technology AlphaDEX Fund 0.5 61 34 5.5 -0.4
MISL First Trust Indxx Aerospace & Defense ETF 0.5 60 35 1.7 -4.2
FITE State Street SPDR S&P Kensho Future Security ETF 0.5 45 50 1.2 -4.7
ROKT State Street SPDR S&P Kensho Final Frontiers ETF 0.5 45 50 0.8 -5.1
IVSI Applied Finance IVS International LrgETF 0.5 65 30 6.1 +0.2
PID Invesco International Dividend Achievers ETF 0.5 53 42 4.1 -1.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.5 39 56 2.3 -3.6
SMCF Themes US Small Cap Cash Flow Champions ETF 0.5 29 66 9.9 +4.0
AVSU Avantis Responsible U.S. Equity ETF 0.5 15 80 5.1 -0.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.5 20 75 4.1 -1.8
PPA Invesco Aerospace & Defense ETF 0.5 58 37 1.8 -4.1
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.4 85 10 2.7 -3.2
SVAL iShares US Small Cap Value Factor ETF 0.4 20 75 7.5 +1.6
SQLV Royce Quant Small-Cap Quality Value ETF 0.4 60 35 8.0 +2.1
CIL VictoryShares International Volatility Wtd ETF 0.4 45 50 5.8 -0.1
FTRI First Trust Indxx Global Natural Resources Income ETF 0.4 70 25 6.2 +0.3
RUNN Running Oak Efficient Growth ETF 0.4 58 37 4.7 -1.3
PKB Invesco Building & Construction ETF 0.4 62 33 3.4 -2.5
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.4 75 20 6.1 +0.2
FIW First Trust Water ETF 0.4 53 42 4.9 -1.1
CSD Invesco S&P Spin-Off ETF 0.4 65 30 3.7 -2.2
NBDS Neuberger Berman Disrupters ETF 0.4 55 40 0.8 -5.1
SAMM Strategas Macro Momentum ETF 0.4 66 29 3.6 -2.3
AGIX KraneShares Artificial Intelligence and Technology ETF 0.4 99 -4 1.3 -4.6
ARTY iShares Future AI & Tech ETF 0.4 47 48 2.9 -3.1
IDLV Invesco S&P International Developed Low Volatility ETF 0.4 25 70 6.2 +0.3
DFNV Donoghue Forlines Innovation ETF 0.4 69 26 4.2 -1.7
ROSC Hartford Multifactor Small Cap ETF 0.4 34 61 7.3 +1.4
PSC Principal U.S. Small-Cap ETF 0.4 38 57 3.7 -2.2
DFIS Dimensional International Small Cap ETF 0.4 39 56 6.1 +0.2
AFSM First Trust Active Factor Small Cap ETF 0.4 75 20 5.9 +0.0
PPIE Putnam PanAgora ESG International Equity ETF 0.4 49 46 6.5 +0.6
NULG Nuveen ESG Large-Cap Growth ETF 0.4 26 69 2.9 -3.0
RAFE PIMCO RAFI ESG U.S. ETF 0.4 29 66 6.4 +0.5
IMTM iShares MSCI Intl Momentum Factor ETF 0.3 30 65 4.7 -1.2
IMOM Alpha Architect International Quantitative Momentum ETF 0.3 49 46 4.1 -1.8
ABLG Abacus FCF International Leaders ETF 0.3 59 36 6.2 +0.3
ETHO Etho Climate Leadership U.S. ETF 0.3 47 48 4.3 -1.6
DFSI Dimensional International Sustainability Core 1 ETF 0.3 24 71 5.6 -0.3
JPIN J.P. Morgan Diversified Return International Equity ETF 0.3 37 58 7.1 +1.2
ISCF iShares International SmallCap Equity Factor ETF 0.3 23 72 7.2 +1.3
WSGE Warren Street Global Equity ETF 0.3 80 15 2.9 -3.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.3 39 56 7.6 +1.7
AQLT iShares MSCI Global Quality Factor ETF 0.3 18 77 0.0 -5.9
IPKW Invesco International BuyBack Achievers ETF 0.3 55 40 8.1 +2.2
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 0.3 80 15 3.5 -2.4
FICS First Trust International Developed Capital Strength ETF 0.3 70 25 6.6 +0.7
FEOE First Eagle Overseas Equity ETF 0.3 79 16 6.2 +0.3
VIGI Vanguard International Dividend Appreciation ETF 0.3 10 85 6.1 +0.2
JHID John Hancock International High Dividend ETF 0.3 46 49 7.9 +2.0
DUNK Dana Unconstrained Equity ETF 0.2 75 20 2.1 -3.8
QINT American Century Quality Diversified International ETF 0.2 39 56 6.6 +0.7
ERTH Invesco MSCI Sustainable Future ETF 0.2 62 33 2.9 -3.0
PBD Invesco Global Clean Energy ETF 0.2 75 20 0.2 -5.7
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.2 20 75 4.5 -1.4
RSPT Invesco S&P 500 Equal Weight Technology ETF 0.2 40 55 4.3 -1.6
TAN Invesco Solar ETF 0.2 67 28 4.5 -1.4
FRNW Fidelity Clean Energy ETF 0.2 39 56 1.9 -4.0
FTEC Fidelity MSCI Information Technology Index ETF 0.2 8 87 3.3 -2.6
OCEN IQ Clean Oceans ETF 0.2 45 50 4.5 -1.4
ACES ALPS Clean Energy ETF 0.2 55 40 -2.6 -8.5
DTEC ALPS Disruptive Technologies ETF 0.2 50 45 3.7 -2.2
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 0.2 58 37 -1.9 -7.8
CTEC Global X CleanTech ETF 0.2 50 45 -0.1 -6.0
ETEC iShares Breakthrough Environmental Solutions ETF 0.2 47 48 2.8 -3.1
ICLN iShares Global Clean Energy ETF 0.2 41 54 1.8 -4.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.2 10 85 3.7 -2.2
SDG iShares MSCI Global Sustainable Development Goals ETF 0.2 49 46 4.5 -1.4
XT iShares Exponential Technologies ETF 0.2 46 49 4.1 -1.8
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.2 10 85 3.8 -2.2
XSD State Street SPDR S&P Semiconductor ETF 0.2 35 60 2.8 -3.1
BUL Pacer US Cash Cows Growth ETF 0.2 60 35 3.4 -2.5
TMFX Motley Fool Next Index ETF 0.2 50 45 3.0 -2.9
VUSG Vanguard Wellington U.S. Growth Active ETF 0.2 35 60 2.5 -3.5
DISV Dimensional International Small Cap Value ETF 0.2 42 53 8.2 +2.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 56 6.2 +0.3
IGRO iShares International Dividend Growth ETF 0.2 15 80 6.7 +0.8
XLK Technology Select Sector SPDR 0.2 8 87 3.6 -2.3
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.2 10 85 9.1 +3.2
IJS iShares S&P Small-Cap 600 Value ETF 0.2 18 77 9.0 +3.1
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.2 15 80 9.1 +3.2
VGT Vanguard Information Technology ETF 0.2 9 86 27.1 +21.2
SCHC Schwab International Small-Cap Equity ETF 0.1 11 84 6.5 +0.6
GWX SPDR S&P International Small Cap ETF 0.1 40 55 5.8 -0.1
IGM iShares Expanded Tech Sector ETF 0.1 41 54 2.9 -3.0
FFF Founders 100 ETF 0.1 75 20 2.5 -3.4
IXN iShares Global Tech ETF 0.1 41 54 3.0 -2.9
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.1 8 87 6.2 +0.3
IMFL Invesco International Developed Dynamic Multifactor ETF 0.1 34 61 5.2 -0.7
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.1 50 45 5.0 -0.9
AVDS Avantis International Small Cap Equity ETF 0.1 30 65 6.0 +0.1
GXPT Global X PureCap MSCI Information Technology ETF 0.1 25 70 3.4 -2.5
VEGN US Vegan Climate ETF 0.1 60 35 3.9 -2.0
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 86 4.3 -1.7
JSTC Adasina Social Justice All Cap Global ETF 0.1 89 6 4.5 -1.4
LRND IQ U.S. Large Cap R&D Leaders ETF 0.1 14 81 4.0 -1.9
IWY iShares Russell Top 200 Growth ETF 0.0 20 75 3.6 -2.3
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.0 49 46 6.0 +0.1
IYW iShares U.S. Technology ETF 0.0 40 55 3.2 -2.7
TRUT VanEck Technology TruSector ETF 0.0 13 82 3.9 -2.0
SPRX Spear Alpha ETF 0.0 75 20 -0.8 -6.7
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 30 0.0 -5.9
AVDV Avantis International Small Cap Value ETF 0.0 36 59 7.7 +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

  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:
FT Energy Income Partners Strategy ETF
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

OVERWEIGHT

Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 16.8 %
Divided by: Fwd. P/BV 2.4 x
Less: Expense ratio 95 bp
Equals: ALTAR Score 5.9 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.55 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.