First Trust Nasdaq Lux Digital Health Solutions ETF
ALTAR
Score™		 0.8% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 54.6x P/Sales
ratio		 3.8x
P/BV
ratio		 4.8x Div.
yield		 -0.1%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
EKG tracks a market cap-weighted index of globally-listed companies engaged in digital health technologies.

FUND BASICS
Category Global Equities
Fund Sponsor First Trust
Website www.ftportfolios.com/Retail/etf/etfSummary.aspx?Ticker=EKG
Inception date Mar 22, 2022
Assets (mns) $3
Currency USD
Expense ratio 65 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 39
Wgt avg mkt cap (mns) $34,841
Large cap (>$10bn) 64.1%
Mid cap ($2-10bn) 28.7%
Small cap (<$2bn) 7.3%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
INTUITIVE SURGICAL INC 8.5 %
IQVIA HOLDINGS INC 8.4 %
RESMED INC 6.5 %
VEEVA SYSTEMS INC-CLASS A 6.3 %
EXACT SCIENCES CORP 6.1 %
DEXCOM INC 5.9 %
GUARDANT HEALTH, INC. 5.3 %
NATERA INC 5.0 %
ILLUMINA INC 4.6 %
HOLOGIC INC 3.9 %
Total 60.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 95.2 %
NETHERLANDS 3.6 %
COSTA RICA 0.8 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru November 30)
Year-to-date 1 year 5 years 10 years Since Incep.
17.2% 9.8% -- -- 0.1%

Market Correlations
versus... Beta R-squared
S&P500 1.01 58%
MSCI EAFE 0.97 39%
MSCI Emg. Mkts. 0.83 32%

Technical Indicators
Recent close $19.64
30d moving avg. $18.64
Annualized volatility 23.9%
Short interest (ETF) 1.0%
Relative strength (RSI) 66

Liquidity measures
Avg. volume (thou.) 1
Turnover 0.7%
Bid/Ask (% of price) 0.30%
ADV underlying (mns) $2,581

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 602 potential alternatives to the First Trust Nasdaq Lux Digital Health Solutions ETF ETF based on the alternatives' overlap in portfolio holdings with EKG. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: EKG Expense: 65 bp ALTAR Score™: 0.8%


ALTERNATIVE ETFs BASED ON OVERLAP WITH EKG
Ticker Fund
Name		 Overlap1
vs EKG
(%)		 Expense
ratio
(bp)		 Savings
vs EKG
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs EKG
(%)
HEAL Global X HealthTech ETF 40.4 50 15 -1.6 -2.4
FDHT Fidelity Digital Health ETF 36.1 39 26 1.5 +0.7
FMED Fidelity Disruptive Medicine ETF 27.0 50 15 -0.6 -1.4
IHI iShares U.S. Medical Devices ETF 24.0 40 25 4.0 +3.2
HTEC ROBO Global Healthcare Technology and Innovation ETF 21.6 68 -3 1.9 +1.2
XHE State Street SPDR S&P Health Care Equipment ETF 21.0 35 30 3.2 +2.5
MDEV First Trust Indxx Medical Devices ETF 20.3 70 -5 4.7 +3.9
ARKG ARK Genomic Revolution ETF 18.6 75 -10 0.0 -0.8
GNOM Global X Genomics & Biotechnology ETF 17.0 50 15 -3.2 -3.9
BBH VanEck Biotech ETF 16.4 35 30 4.8 +4.0
BMED Future Health ETF 15.1 85 -20 0.2 -0.5
PTH Invesco Dorsey Wright Healthcare Momentum ETF 15.0 60 5 -1.0 -1.8
GDOC Goldman Sachs Future Health Care Equity ETF 14.9 75 -10 2.6 +1.9
MEDI Harbor Health Care ETF 14.8 80 -15 -1.5 -2.2
HELX Franklin Genomic Advancements ETF 14.6 50 15 -0.4 -1.1
FBT First Trust NYSE Arca Biotechnology Index Fund 14.0 56 9 2.0 +1.3
FXH First Trust Health Care AlphaDEX Fund 13.7 62 3 7.9 +7.1
PINK Simplify Health Care ETF 11.2 50 15 0.8 +0.1
RSPH Invesco S&P 500 Equal Weight Health Care ETF 11.1 40 25 7.5 +6.7
IHF iShares U.S. Healthcare Providers ETF 10.1 40 25 8.1 +7.4
AGIQ Sofi Agentic AI ETF 9.9 69 -4 1.7 +1.0
NUMG Nuveen ESG Mid-Cap Growth ETF 9.7 31 34 2.6 +1.9
LFSC F/m Emerald Life Sciences Innovation ETF 9.5 79 -14 0.0 -0.8
WDNA WisdomTree BioRevolution Fund 9.4 45 20 -1.9 -2.6
PBE Invesco Biotechnology & Genome ETF 8.9 58 7 2.1 +1.4
MID American Century Mid Cap Growth Impact ETF 8.7 45 20 3.5 +2.8
DTEC ALPS Disruptive Technologies ETF 8.5 50 15 3.6 +2.9
IBB iShares Biotechnology ETF 8.3 45 20 -0.3 -1.0
IYH iShares U.S. Healthcare ETF 8.3 40 25 6.3 +5.5
VHT Vanguard Health Care ETF 8.2 9 56 5.5 +4.8
BOTZ Global X Robotics & Artificial Intelligence ETF 8.2 69 -4 2.0 +1.2
BIBL Inspire 100 ETF 7.9 35 30 5.1 +4.4
FHLC Fidelity MSCI Health Care Index ETF 7.7 8 57 5.8 +5.0
XHS State Street SPDR S&P Health Care Services ETF 7.5 35 30 4.0 +3.2
FFOX FundX Future Fund Opportunities ETF 7.5 100 -35 3.4 +2.7
RJMG FT Raymond James Multicap Growth Equity ETF 7.4 85 -20 3.0 +2.3
DIVE Dana Concentrated Dividend ETF 6.9 65 0 7.7 +7.0
FFTY Innovator IBD 50 ETF 6.8 80 -15 -1.9 -2.7
DRUP GraniteShares Nasdaq Select Disruptors ETF 6.8 60 5 4.2 +3.4
JDOC JPMorgan Healthcare Leaders ETF 6.5 65 0 3.8 +3.1
PSCH Invesco S&P SmallCap Health Care ETF 6.5 29 36 3.6 +2.9
RFG Invesco S&P Midcap 400 Pure Growth ETF 6.4 35 30 5.3 +4.6
XBI State Street SPDR S&P Biotech ETF 6.3 35 30 -2.1 -2.9
XLV The Health Care Select Sector SPDR Fund 6.2 8 57 7.1 +6.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 6.1 60 5 4.7 +4.0
TMFX Motley Fool Next Index ETF 6.0 50 15 3.1 +2.3
IQM Franklin Intelligent Machines ETF 6.0 50 15 2.0 +1.2
SPIT F/m Emerald Special Situations ETF 5.8 105 -40 -0.9 -1.7
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 5.5 65 0 4.9 +4.2
BUL Pacer US Cash Cows Growth ETF 5.5 60 5 5.1 +4.3
ARKK ARK Innovation ETF 5.5 75 -10 -2.6 -3.4
NBDS Neuberger Berman Disrupters ETF 5.3 55 10 0.8 +0.0
SXQG ETC 6 Meridian Quality Growth ETF 5.2 100 -35 4.9 +4.1
QGRO American Century U.S. Quality Growth ETF 5.2 29 36 3.8 +3.1
AGNG Global X Aging Population ETF 5.2 50 15 4.5 +3.8
HRTS Tema Heart & Health ETF 5.1 75 -10 2.2 +1.5
SNSR Global X Internet of Things ETF 5.0 68 -3 4.6 +3.9
SPYA Twin Oak Endure ETF 5.0 80 -15 -0.5 -1.2
VBK Vanguard Small-Cap Growth ETF 4.8 7 58 1.7 +1.0
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 4.7 95 -30 -0.4 -1.1
QMOM Alpha Architect U.S. Quantitative Momentum ETF 4.7 39 26 1.6 +0.9
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 4.6 20 45 4.3 +3.5
HAPY Harbor Human Capital Factor Unconstrained ETF 4.6 50 15 5.9 +5.1
QQQJ Invesco NASDAQ Next Gen 100 ETF 4.5 15 50 4.5 +3.8
IGPT Invesco AI and Next Gen Software ETF 4.5 60 5 4.3 +3.6
IXJ iShares Global Healthcare ETF 4.5 42 23 6.7 +5.9
IWP iShares Russell Mid-Cap Growth ETF 4.5 23 42 3.3 +2.5
ANEW ProShares MSCI Transformational Changes ETF 4.3 45 20 5.3 +4.5
FYC First Trust Small Cap Growth AlphaDEX Fund 4.1 71 -6 -1.4 -2.2
FDMO Fidelity Momentum Factor ETF 4.0 15 50 3.6 +2.8
TMFM Motley Fool Mid-Cap Growth ETF 4.0 85 -20 2.9 +2.2
FFOG Franklin Focused Growth ETF 4.0 61 4 2.5 +1.8
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 3.9 49 16 4.9 +4.1
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 3.9 60 5 5.0 +4.2
SAMM Strategas Macro Momentum ETF 3.9 66 -1 2.3 +1.5
USRD Themes US R&D Champions ETF 3.9 29 36 4.6 +3.9
FTGS First Trust Growth Strength ETF 3.9 60 5 4.5 +3.7
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.9 65 0 2.1 +1.4
LRNZ TrueShares Technology, AI & Deep Learning ETF 3.8 69 -4 -0.8 -1.5
PSC Principal U.S. Small-Cap ETF 3.8 38 27 6.9 +6.1
IWO iShares Russell 2000 Growth ETF 3.7 24 41 0.8 +0.0
VTWG Vanguard Russell 2000 Growth ETF 3.7 10 55 0.9 +0.2
FDWM Fidelity Women's Leadership ETF 3.7 59 6 4.9 +4.1
XMMO Invesco S&P MidCap Momentum ETF 3.7 34 31 4.3 +3.5
RUNN Running Oak Efficient Growth ETF 3.6 58 7 5.1 +4.4
ROBO ROBO Global Robotics & Automation Index ETF 3.6 95 -30 3.0 +2.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.6 65 0 1.9 +1.1
SYNB Putnam BioRevolution ETF 3.5 70 -5 2.5 +1.8
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.5 70 -5 2.1 +1.4
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 3.4 20 45 3.0 +2.3
TMFG Motley Fool Global Opportunities ETF 3.4 85 -20 4.0 +3.3
GRPM Invesco S&P MidCap 400 GARP ETF 3.3 35 30 7.9 +7.1
FMTM MarketDesk Focused U.S. Momentum ETF 3.3 45 20 4.2 +3.4
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.3 39 26 4.0 +3.2
ISCG iShares Morningstar Small-Cap Growth ETF 3.2 6 59 2.9 +2.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 3.2 15 50 4.1 +3.4
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 3.2 49 16 7.0 +6.2
AGRW Allspring LT Large Growth ETF 3.2 35 30 3.6 +2.8
BEEX BeeHive ETF 3.2 84 -19 4.2 +3.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.1 64 1 1.2 +0.4
LOUP Innovator Deepwater Frontier Tech ETF 3.1 70 -5 1.0 +0.2
PRAY FIS Christian Stock Fund 3.1 69 -4 5.1 +4.3
BKWO BNY Mellon Women's Opportunities ETF 3.1 50 15 3.9 +3.1
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3.0 9 56 3.9 +3.1
GINN Goldman Sachs Innovate Equity ETF 3.0 52 13 3.6 +2.9
AFSM First Trust Active Factor Small Cap ETF 3.0 75 -10 7.5 +6.7
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.0 38 27 6.4 +5.7
IMCG iShares Morningstar Mid-Cap Growth ETF 2.9 6 59 4.2 +3.4
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.9 50 15 4.0 +3.3
THNR Amplify Weight Loss Drug & Treatment ETF 2.9 59 6 7.1 +6.3
VOT Vanguard Mid-Cap Growth ETF 2.9 7 58 3.5 +2.7
XMHQ Invesco S&P MidCap Quality ETF 2.9 25 40 6.9 +6.1
FESM Fidelity Enhanced Small Cap ETF 2.9 28 37 3.2 +2.5
DFNV Donoghue Forlines Innovation ETF 2.9 69 -4 4.6 +3.8
CSMD Congress SMid Growth ETF 2.9 69 -4 4.0 +3.2
SAMT Strategas Macro Thematic Opportunities ETF 2.9 65 0 2.7 +1.9
IBBQ Invesco Nasdaq Biotechnology ETF 2.8 19 46 0.1 -0.6
CGGR Capital Group Growth ETF 2.8 39 26 3.4 +2.6
PTL Inspire 500 ETF 2.8 9 56 5.3 +4.5
SMLF iShares U.S. SmallCap Equity Factor ETF 2.8 15 50 5.9 +5.2
MDCP VictoryShares THB Mid Cap ESG ETF 2.8 55 10 5.9 +5.1
RND First Trust Bloomberg R&D Leaders ETF 2.8 60 5 3.0 +2.3
VB Vanguard Small-Cap ETF 2.8 5 60 6.0 +5.3
GGRW Gabelli Growth Innovators ETF 2.7 90 -25 2.4 +1.7
JOET Virtus Terranova US Quality Momentum ETF 2.7 29 36 4.9 +4.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.7 30 35 6.8 +6.0
PDP Invesco Dorsey Wright Momentum ETF 2.7 62 3 2.0 +1.2
ITAN Sparkline Intangible Value ETF 2.7 50 15 6.6 +5.8
FTXH First Trust Nasdaq Pharmaceuticals ETF 2.7 60 5 8.2 +7.5
IJK iShares S&P Mid-Cap 400 Growth ETF 2.7 17 48 5.7 +5.0
OPTZ Optimize Strategy Index ETF 2.7 50 15 4.8 +4.1
CAML Congress Large Cap Growth ETF 2.7 66 -1 3.3 +2.6
XITK State Street SPDR FactSet Innovative Technology ETF 2.6 45 20 0.9 +0.1
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.6 40 25 3.7 +2.9
IWFG IQ Winslow Focused Large Cap Growth ETF 2.6 65 0 3.1 +2.4
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.6 35 30 3.7 +3.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.6 10 55 5.9 +5.2
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 2.5 15 50 5.8 +5.0
VXF Vanguard Extended Market ETF 2.5 5 60 4.4 +3.7
TMAT Main Thematic Innovation ETF 2.5 164 -99 -1.5 -2.2
FTC First Trust Large Cap Growth AlphaDEX Fund 2.5 59 6 2.0 +1.3
CZA Invesco Zacks Mid-Cap ETF 2.5 72 -7 7.5 +6.7
IJT iShares S&P Small-Cap 600 Growth ETF 2.5 18 47 5.4 +4.6
FDLS Inspire Fidelis Multi Factor ETF 2.5 76 -11 4.9 +4.1
VFMO Vanguard U.S. Momentum Factor ETF 2.4 13 52 2.9 +2.2
BFOR ALPS Barron's 400 ETF 2.4 65 0 5.9 +5.2
ETHO Etho Climate Leadership U.S. ETF 2.4 47 18 5.3 +4.5
RPG Invesco S&P 500 Pure Growth ETF 2.4 35 30 3.4 +2.7
AVMC Avantis U.S. Mid Cap Equity ETF 2.4 18 47 6.8 +6.1
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.4 10 55 5.5 +4.8
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.4 15 50 5.4 +4.7
BELT iShares Long-Term U.S. Equity Active ETF 2.3 75 -10 2.9 +2.2
MCDS JPMorgan Fundamental Data Science Mid Core ETF 2.3 35 30 5.7 +5.0
BUZZ VanEck Social Sentiment ETF 2.3 75 -10 -0.8 -1.5
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.3 49 16 4.1 +3.3
IWR iShares Russell Midcap ETF 2.3 19 46 6.2 +5.5
GVIP Goldman Sachs Hedge Industry VIP ETF 2.2 45 20 3.2 +2.4
FBOT Fidelity Disruptive Automation ETF 2.2 50 15 3.3 +2.6
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 2.2 58 7 4.4 +3.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.2 9 56 6.2 +5.4
PEXL Pacer US Export Leaders ETF 2.2 60 5 4.5 +3.8
SFYX SoFi Next 500 ETF 2.2 0 65 5.8 +5.1
LGRO Level Four Large Cap Growth Active ETF 2.2 55 10 4.1 +3.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.2 24 41 7.4 +6.7
FMDE Fidelity Enhanced Mid Cap ETF 2.2 23 42 6.0 +5.3
IBUY Amplify Online Retail ETF 2.2 65 0 1.7 +0.9
RSSL Global X Russell 2000 ETF 2.2 8 57 3.5 +2.8
BKSE BNY Mellon US Small Cap Core Equity ETF 2.2 4 61 5.8 +5.0
POWA Invesco Bloomberg Pricing Power ETF 2.1 40 25 5.9 +5.2
IWM iShares Russell 2000 ETF 2.1 19 46 3.5 +2.8
JGRO JPMorgan Active Growth ETF 2.1 44 21 3.5 +2.8
SFLO VictoryShares Small Cap Free Cash Flow ETF 2.1 49 16 11.1 +10.4
ABLS Abacus FCF Small Cap Leaders ETF 2.1 59 6 5.2 +4.4
FDG American Century Focused Dynamic Growth ETF 2.1 45 20 2.1 +1.3
VTWO Vanguard Russell 2000 ETF 2.1 7 58 3.6 +2.9
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.0 52 13 5.7 +4.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.0 58 7 5.7 +4.9
HAPS Harbor Human Capital Factor US Small Cap ETF 2.0 60 5 3.8 +3.0
IMCB iShares Morningstar Mid-Cap ETF 2.0 4 61 6.3 +5.5
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.0 17 48 5.9 +5.2
PRNT 3D Printing ETF 2.0 66 -1 1.8 +1.1
WTAI WisdomTree Artificial Intelligence and Innovation Fund 2.0 45 20 2.5 +1.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.0 24 41 8.2 +7.5
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.0 65 0 3.8 +3.0
XJH iShares ESG Screened S&P Mid-Cap ETF 2.0 12 53 7.1 +6.4
FYX First Trust Small Cap Core AlphaDEX Fund 1.9 61 4 5.7 +5.0
XT iShares Exponential Technologies ETF 1.9 46 19 4.5 +3.7
WCLD WisdomTree Cloud Computing Fund 1.9 45 20 1.7 +1.0
ISCB iShares Morningstar Small-Cap ETF 1.9 4 61 5.7 +5.0
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.9 35 30 4.1 +3.4
QGRW WisdomTree U.S. Quality Growth Fund 1.9 28 37 4.2 +3.5
HYP Golden Eagle Dynamic Hypergrowth ETF 1.9 85 -20 -1.2 -1.9
HKND Humankind US Stock ETF 1.9 11 54 7.1 +6.3
FTCS First Trust Capital Strength ETF 1.9 55 10 5.9 +5.2
SMAP Amplify Small-Mid Cap Equity ETF 1.9 60 5 5.5 +4.7
FEX First Trust Large Cap Core AlphaDEX Fund 1.9 59 6 5.8 +5.1
CVAR Cultivar ETF 1.9 87 -22 7.5 +6.7
LRGE ClearBridge Large Cap Growth ESG ETF 1.9 59 6 4.2 +3.5
SMOT VanEck Morningstar SMID Moat ETF 1.9 49 16 6.7 +6.0
QQQS Invesco NASDAQ Future Gen 200 ETF 1.8 20 45 -4.4 -5.2
FMKT The Free Markets ETF 1.8 76 -11 4.2 +3.4
STXK Strive Small-Cap ETF 1.8 18 47 6.0 +5.2
RGEF Rockefeller Global Equity ETF 1.8 55 10 4.6 +3.8
SCHA Schwab U.S. Small-Cap ETF 1.8 4 61 5.5 +4.8
SCHM Schwab U.S. Mid-Cap ETF 1.8 4 61 6.9 +6.2
GQQQ Astoria US Quality Growth Kings ETF 1.8 35 30 4.5 +3.8
TOLL Tema Durable Quality ETF 1.8 75 -10 5.1 +4.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.8 15 50 6.0 +5.3
FCPI Fidelity Stocks for Inflation ETF 1.8 15 50 8.0 +7.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.8 4 61 5.9 +5.1
BLES Inspire Global Hope ETF 1.8 61 4 6.8 +6.0
IBOT Vaneck Robotics ETF 1.7 47 18 3.9 +3.2
LOGO Alpha Brands Consumption Leaders ETF 1.7 69 -4 3.1 +2.3
QLTY GMO U.S. Quality ETF 1.7 50 15 4.6 +3.8
KOCG FIS Knights of Columbus Global Belief ETF 1.7 75 -10 4.9 +4.2
MDY SPDR S&P Midcap 400 ETF Trust 1.7 24 41 7.0 +6.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.7 15 50 7.3 +6.5
IJH iShares Core S&P Mid-Cap ETF 1.7 5 60 7.2 +6.4
SIZE iShares MSCI USA Size Factor ETF 1.7 15 50 6.2 +5.5
SCDS JPMorgan Fundamental Data Science Small Core ETF 1.7 40 25 4.7 +3.9
JHMM John Hancock Multifactor Mid Cap ETF 1.7 42 23 6.3 +5.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.7 39 26 4.9 +4.2
GURU Global X Guru Index ETF 1.7 75 -10 2.7 +2.0
EUSA iShares MSCI USA Equal Weighted ETF 1.7 9 56 6.3 +5.5
XJR iShares ESG Screened S&P Small-Cap ETF 1.7 12 53 7.5 +6.8
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.7 43 22 6.1 +5.3
JHSC John Hancock Multifactor Small Cap ETF 1.7 42 23 6.6 +5.9
CATH Global X S&P 500 Catholic Values Custom ETF 1.7 29 36 4.6 +3.9
IVOO Vanguard S&P Mid-Cap 400 ETF 1.6 7 58 7.2 +6.5
FNX First Trust Mid Cap Core AlphaDEX Fund 1.6 60 5 6.9 +6.1
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.6 3 62 7.2 +6.5
VO Vanguard Mid-Cap ETF 1.6 4 61 6.0 +5.2
FQAL Fidelity Quality Factor ETF 1.6 15 50 5.8 +5.0
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.6 60 5 10.0 +9.3
QTOP iShares Nasdaq Top 30 Stocks ETF 1.6 20 45 3.7 +2.9
STXM Strive Mid-Cap ETF 1.6 18 47 6.3 +5.6
FLQL Franklin LibertyQ U.S. Equity ETF 1.6 15 50 5.3 +4.6
BGRO iShares Large Cap Growth Active ETF 1.6 55 10 2.6 +1.8
SVAL iShares US Small Cap Value Factor ETF 1.6 20 45 8.8 +8.0
IWS iShares Russell Mid-Cap Value ETF 1.6 23 42 7.1 +6.4
JGRW Jensen Quality Growth ETF 1.6 57 8 4.6 +3.9
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.6 60 5 4.2 +3.5
AVMV Avantis U.S. Mid Cap Value ETF 1.5 20 45 8.8 +8.0
HGRO Hedgeye Quality Growth ETF 1.5 70 -5 3.6 +2.8
IJR iShares Core S&P Small Cap ETF 1.5 6 59 7.6 +6.8
FLV American Century Focused Large Cap Value ETF 1.5 42 23 6.8 +6.0
NUSC Nuveen ESG Small-Cap ETF 1.5 31 34 5.2 +4.4
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.5 75 -10 4.7 +3.9
RAYD Rayliant Quantitative Developed Market Equity ETF 1.5 80 -15 4.5 +3.7
SCHG Schwab U.S. Large-Cap Growth ETF 1.5 4 61 3.8 +3.0
KIE State Street SPDR S&P Insurance ETF 1.5 35 30 7.1 +6.4
RVER Trenchless Fund ETF 1.5 65 0 2.9 +2.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.5 12 53 4.6 +3.9
DFAS Dimensional U.S. Small Cap ETF 1.5 26 39 6.6 +5.9
MODL VictoryShares WestEnd U.S. Sector ETF 1.5 42 23 4.6 +3.8
FDN First Trust Dow Jones Internet Index Fund 1.5 52 13 3.0 +2.2
SPHB Invesco S&P 500 High Beta ETF 1.5 25 40 4.7 +4.0
FDND FT Vest Dow Jones Internet & Target Income ETF 1.4 75 -10 2.8 +2.0
FLDZ RiverNorth Patriot ETF 1.4 75 -10 6.3 +5.5
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.4 3 62 7.6 +6.8
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.4 15 50 4.6 +3.9
ROSC Hartford Multifactor Small Cap ETF 1.4 34 31 9.0 +8.2
FSMD Fidelity Small-Mid Multifactor ETF 1.4 15 50 6.9 +6.2
PWB Invesco Large Cap Growth ETF 1.4 56 9 2.6 +1.9
VIOO Vanguard S&P Small-Cap 600 ETF 1.4 7 58 7.5 +6.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.4 39 26 3.0 +2.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.4 10 55 5.2 +4.4
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.4 59 6 6.3 +5.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.4 14 51 4.8 +4.1
FTA First Trust Large Cap Value AlphaDEX Fund 1.4 59 6 8.8 +8.1
RSP Invesco S&P 500 Equal Weight ETF 1.4 20 45 6.7 +6.0
FSGS First Trust SMID Growth Strength ETF 1.4 60 5 5.2 +4.5
ARKQ ARK Autonomous Technology & Robotics ETF 1.4 75 -10 1.2 +0.4
JPEF JPMorgan Equity Focus ETF 1.4 50 15 4.3 +3.6
TMFS Motley Fool Small-Cap Growth ETF 1.3 85 -20 2.7 +1.9
JSTC Adasina Social Justice All Cap Global ETF 1.3 89 -24 4.8 +4.0
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.3 20 45 8.2 +7.5
EQAL Invesco Russell 1000 Equal Weight ETF 1.3 20 45 7.1 +6.4
LRGC AB US Large Cap Strategic Equities ETF 1.3 48 17 4.4 +3.7
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.3 25 40 12.0 +11.3
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.3 60 5 -0.9 -1.7
SQLV Royce Quant Small-Cap Quality Value ETF 1.3 60 5 9.5 +8.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.3 79 -14 5.7 +5.0
RFFC ALPS Active Equity Opportunity ETF 1.3 48 17 4.4 +3.7
NULC Nuveen ESG Large-Cap ETF 1.3 21 44 4.7 +3.9
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.3 30 35 8.1 +7.4
CFA VictoryShares US 500 Volatility Wtd ETF 1.3 35 30 6.1 +5.3
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.3 40 25 6.0 +5.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.3 9 56 4.8 +4.0
COWZ Pacer US Cash Cows 100 ETF 1.2 49 16 8.4 +7.7
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.2 15 50 7.6 +6.9
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.2 25 40 4.9 +4.1
TAX Cambria Tax Aware ETF 1.2 49 16 6.0 +5.3
AFMC First Trust Active Factor Mid Cap ETF 1.2 65 0 8.3 +7.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.2 7 58 5.8 +5.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.2 60 5 4.4 +3.6
GVLU Gotham 1000 Value ETF 1.2 50 15 9.0 +8.2
VFQY Vanguard U.S. Quality Factor ETF 1.2 13 52 6.1 +5.4
ILCG iShares Morningstar Growth ETF 1.2 4 61 3.7 +3.0
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.2 49 16 3.6 +2.9
SPGP Invesco S&P 500 GARP ETF 1.2 34 31 6.8 +6.1
ONEQ Fidelity Nasdaq Composite Index ETF 1.2 21 44 3.7 +3.0
TMFC Motley Fool 100 Index ETF 1.2 50 15 3.4 +2.7
PRN Invesco Dorsey Wright Industrials Momentum ETF 1.2 60 5 2.0 +1.2
HLAL Wahed FTSE USA Shariah ETF 1.2 50 15 4.5 +3.8
REVS Columbia Research Enhanced Value ETF 1.2 19 46 7.7 +6.9
VBR Vanguard Small Cap Value ETF 1.2 7 58 9.0 +8.3
QQMG Invesco ESG NASDAQ 100 ETF 1.2 20 45 4.2 +3.4
PRXG Praxis Impact Large Cap Growth ETF 1.2 36 29 3.6 +2.8
HLGE Hartford Longevity Economy ETF 1.2 44 21 6.3 +5.6
IMCV iShares Morningstar Mid-Cap Value ETF 1.1 6 59 8.2 +7.4
SDG iShares MSCI Global Sustainable Development Goals ETF 1.1 49 16 5.1 +4.4
DFSU Dimensional US Sustainability Core 1 ETF 1.1 18 47 5.2 +4.5
FSST Fidelity Sustainable U.S. Equity ETF 1.1 59 6 4.3 +3.5
VUG Vanguard Growth ETF 1.1 4 61 4.2 +3.4
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 1.1 12 53 8.0 +7.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.1 29 36 4.7 +3.9
XMAG Defiance Large Cap ex-Mag 7 ETF 1.1 35 30 5.1 +4.4
VONG Vanguard Russell 1000 Growth ETF 1.1 7 58 4.4 +3.7
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.1 35 30 7.3 +6.6
IWF iShares Russell 1000 Growth ETF 1.1 19 46 4.1 +3.3
CALF Pacer US Small Cap Cash Cows 100 ETF 1.1 59 6 10.3 +9.6
CHRI Global X S&P 500 Christian Values ETF 1.0 29 36 4.6 +3.8
CANC Tema Oncology ETF 1.0 75 -10 -2.4 -3.1
HART IQ Healthy Hearts ETF 1.0 45 20 6.1 +5.3
ESGV Vanguard ESG U.S. Stock ETF 1.0 9 56 4.7 +4.0
JMOM JPMorgan U.S. Momentum Factor ETF 1.0 12 53 4.6 +3.8
QQQ Invesco QQQ Trust Series I 1.0 20 45 4.1 +3.4
QQQM Invesco NASDAQ 100 ETF 1.0 15 50 4.2 +3.4
ADME Aptus Drawdown Managed Equity ETF 1.0 79 -14 3.9 +3.1
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.0 20 45 6.8 +6.0
RNMC First Trust Mid Cap US Equity Select ETF 1.0 60 5 7.0 +6.3
EBI Longview Advantage ETF 1.0 35 30 6.7 +5.9
EQWL Invesco S&P 100 Equal Weight ETF 1.0 25 40 6.2 +5.4
CRTC Xtrackers US National Critical Technologies ETF 1.0 35 30 4.7 +4.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.0 20 45 5.4 +4.7
NULG Nuveen ESG Large-Cap Growth ETF 1.0 26 39 3.4 +2.6
DEUS Xtrackers Russell US Multifactor ETF 1.0 17 48 7.0 +6.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.0 45 20 4.4 +3.7
IUSG iShares Core S&P U.S. Growth ETF 1.0 4 61 4.1 +3.3
XOEF iShares S&P 500 ex S&P 100 ETF 0.9 20 45 5.6 +4.9
HAPI Harbor Human Capital Factor US Large Cap ETF 0.9 36 29 4.9 +4.2
FPX First Trust US Equity Opportunities ETF 0.9 61 4 0.9 +0.2
FUNL CornerCap Fundametrics Large-Cap ETF 0.9 50 15 7.2 +6.4
YOKE Yoke Core ETF 0.9 42 23 5.0 +4.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.9 15 50 4.8 +4.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.9 25 40 7.8 +7.0
ROE Astoria US Quality Kings ETF 0.9 49 16 6.9 +6.1
STXG Strive 1000 Growth ETF 0.9 18 47 3.8 +3.0
JHML John Hancock Multifactor Large Cap ETF 0.9 29 36 5.3 +4.6
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.9 19 46 5.5 +4.7
SPXT ProShares S&P 500 Ex-Technology ETF 0.9 9 56 5.5 +4.8
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.9 35 30 7.5 +6.7
VOOG Vanguard S&P 500 Growth ETF 0.9 7 58 4.1 +3.4
GLBL Pacer MSCI World Industry Advantage ETF 0.9 65 0 4.1 +3.3
USXF iShares ESG Advanced MSCI USA ETF 0.9 10 55 4.7 +3.9
IVW iShares S&P 500 Growth ETF 0.9 18 47 3.9 +3.1
FNDA Schwab Fundamental US Small Co. Index ETF 0.9 25 40 7.6 +6.9
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.9 4 61 4.0 +3.3
FAB First Trust Multi Cap Value AlphaDEX Fund 0.9 67 -2 9.9 +9.1
ACVF American Conservative Values ETF 0.9 75 -10 4.3 +3.5
QLC FlexShares US Quality Large Cap Index Fund 0.9 25 40 5.2 +4.5
SIXL ETC 6 Meridian Low Beta Equity ETF 0.9 80 -15 6.5 +5.7
MGK Vanguard Mega Cap Growth ETF 0.9 7 58 4.3 +3.6
EGUS iShares ESG Aware MSCI USA Growth ETF 0.8 18 47 3.7 +3.0
TTAC FCF US Quality ETF 0.8 59 6 6.2 +5.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.8 3 62 4.8 +4.0
VTI Vanguard Total Stock Market ETF 0.8 3 62 4.8 +4.1
DSTL Distillate US Fundamental Stability & Value ETF 0.8 39 26 8.6 +7.8
ALTL Pacer Lunt Large Cap Alternator ETF 0.8 60 5 4.9 +4.1
VTHR Vanguard Russell 3000 ETF 0.8 7 58 4.8 +4.0
IWV iShares Russell 3000 ETF 0.8 20 45 4.7 +3.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.8 11 54 4.9 +4.1
SGLC SGI U.S. Large Cap Core ETF 0.8 85 -20 4.1 +3.4
SCHB Schwab U.S. Broad Market ETF 0.8 3 62 4.9 +4.1
DCOR Dimensional US Core Equity 1 ETF 0.8 14 51 5.3 +4.6
PSET Principal Quality ETF 0.8 15 50 5.5 +4.7
IYY iShares Dow Jones U.S. ETF 0.8 20 45 4.7 +4.0
DFUS Dimensional U.S. Equity ETF 0.8 9 56 4.7 +4.0
SCHK Schwab 1000 Index ETF 0.8 5 60 4.9 +4.2
SSPY Syntax Stratified LargeCap ETF 0.8 30 35 6.7 +6.0
VOTE TCW Transform 500 ETF 0.8 5 60 4.8 +4.1
SFY SoFi Select 500 ETF 0.8 0 65 4.4 +3.7
VONE Vanguard Russell 1000 ETF 0.8 7 58 4.9 +4.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.8 9 56 5.3 +4.5
SHUS Syntax Stratified U.S. Total Market Hedged ETF 0.8 65 0 6.4 +5.6
SPMV Invesco S&P 500 Minimum Variance ETF 0.8 10 55 5.6 +4.9
DFAC Dimensional U.S. Core Equity 2 ETF 0.8 17 48 5.4 +4.7
IWB iShares Russell 1000 ETF 0.8 15 50 4.8 +4.0
AIEQ AI Powered Equity ETF 0.8 75 -10 4.7 +4.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.8 2 63 4.9 +4.2
SCHX Schwab U.S. Large-Cap ETF 0.8 3 62 4.9 +4.2
IWY iShares Russell Top 200 Growth ETF 0.8 20 45 4.2 +3.4
BKLC BNY Mellon US Large Cap Core Equity ETF 0.8 0 65 4.9 +4.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.8 18 47 7.8 +7.1
ILCB iShares Morningstar U.S. Equity ETF 0.7 3 62 4.8 +4.0
TOPC iShares S&P 500 3% Capped ETF 0.7 15 50 5.0 +4.3
TOV JLens 500 Jewish Advocacy U.S. ETF 0.7 18 47 4.6 +3.8
OGIG ALPS O'Shares Global Internet Giants ETF 0.7 48 17 2.2 +1.4
GXLC Global X U.S. 500 ETF 0.7 2 63 4.8 +4.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.7 25 40 5.3 +4.6
ULVM VictoryShares US Value Momentum ETF 0.7 20 45 7.3 +6.6
DSPY Tema S&P 500 Historical Weight ETF 0.7 18 47 5.1 +4.4
RECS Columbia Research Enhanced Core ETF 0.7 15 50 5.7 +5.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.7 7 58 4.8 +4.0
FBCG Fidelity Blue Chip Growth ETF 0.7 59 6 2.8 +2.1
DFAU Dimensional US Core Equity Market ETF 0.7 12 53 5.0 +4.2
ESGU iShares ESG Aware MSCI USA ETF 0.7 15 50 4.8 +4.0
EES WisdomTree U.S. SmallCap Fund 0.7 38 27 8.6 +7.8
VOE Vanguard Mid-Cap Value ETF 0.7 7 58 7.8 +7.0
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.7 35 30 7.3 +6.6
MAGA Point Bridge America First ETF 0.7 72 -7 6.2 +5.5
TPSC Timothy Plan US Small Cap Core ETF 0.7 52 13 7.1 +6.3
QDEF FlexShares Quality Dividend Defensive Index Fund 0.7 37 28 6.2 +5.4
SPXN ProShares S&P 500 Ex-Financials ETF 0.7 9 56 4.8 +4.1
STRV Strive 500 ETF 0.7 5 60 4.7 +4.0
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.7 3 62 5.0 +4.3
XDAT Franklin Exponential Data ETF 0.7 50 15 2.4 +1.6
WCEO Hypatia Women CEO ETF 0.7 85 -20 3.2 +2.5
USMF WisdomTree U.S. Multifactor Fund 0.7 28 37 7.4 +6.6
XVV iShares ESG Screened S&P 500 ETF 0.7 8 57 4.7 +4.0
OEI Optimized Equity Income ETF 0.7 75 -10 3.8 +3.1
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.7 47 18 9.0 +8.3
PBUS Invesco MSCI USA ETF 0.7 4 61 4.8 +4.1
IJJ iShares S&P Mid-Cap 400 Value ETF 0.7 18 47 8.6 +7.9
DSI iShares MSCI KLD 400 Social ETF 0.7 25 40 4.8 +4.1
SMMD iShares Russell 2500 ETF 0.7 15 50 6.7 +5.9
QDF FlexShares Quality Dividend Index Fund 0.7 37 28 6.3 +5.5
IWC iShares Micro-Cap ETF 0.7 60 5 -1.3 -2.1
VFMF Vanguard U.S. Multifactor ETF 0.7 18 47 7.7 +7.0
TEXN iShares Texas Equity ETF 0.7 20 45 6.1 +5.4
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.7 15 50 5.7 +4.9
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.6 15 50 8.7 +7.9
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.6 10 55 8.7 +8.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.6 75 -10 4.0 +3.3
SPXM Azoria 500 Meritocracy ETF 0.6 47 18 4.5 +3.8
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.6 20 45 4.6 +3.9
VOO Vanguard S&P 500 ETF 0.6 3 62 4.9 +4.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.6 12 53 4.9 +4.1
VV Vanguard Large-Cap ETF 0.6 4 61 4.8 +4.0
IVV iShares Core S&P 500 ETF 0.6 3 62 4.9 +4.1
SPXE ProShares S&P 500 Ex-Energy ETF 0.6 9 56 4.8 +4.0
SPYM State Street SPDR Portfolio S&P 500 ETF 0.6 2 63 4.9 +4.1
SPY SPDR S&P 500 ETF 0.6 9 56 4.8 +4.0
AFLG First Trust Active Factor Large Cap ETF 0.6 55 10 6.3 +5.6
KOKU Xtrackers MSCI Kokusai Equity ETF 0.6 9 56 5.1 +4.3
JSML Janus Henderson Small Cap Growth Alpha ETF 0.6 30 35 8.1 +7.3
RNSC Furst Trust Small Cap US Equity Select ETF 0.6 60 5 5.1 +4.4
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.6 35 30 7.4 +6.6
ISCV iShares Morningstar Small Cap Value ETF 0.6 6 59 8.4 +7.7
JAVA JPMorgan Active Value ETF 0.6 44 21 6.3 +5.6
AVUS Avantis U.S. Equity ETF 0.6 15 50 5.7 +4.9
RVRB Reverb ETF 0.6 30 35 4.5 +3.8
FELG Fidelity Enhanced Large Cap Growth ETF 0.6 18 47 4.7 +4.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.6 20 45 5.0 +4.3
JQUA JPMorgan U.S. Quality Factor ETF 0.6 12 53 5.9 +5.2
QNXT iShares Nasdaq-100 ex Top 30 ETF 0.6 20 45 4.7 +3.9
EZM WisdomTree U.S. MidCap Fund 0.6 38 27 8.6 +7.9
IDNA iShares Genomics Immunology and Healthcare ETF 0.6 47 18 -2.6 -3.3
EVUS iShares ESG Aware MSCI USA Value ETF 0.6 18 47 6.4 +5.6
TOK iShares MSCI Kokusai ETF 0.6 26 39 4.9 +4.1
SKYY First Trust Cloud Computing ETF 0.6 60 5 3.0 +2.3
KRMA Global X Conscious Companies ETF 0.6 43 22 6.0 +5.2
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 0.6 29 36 6.9 +6.1
RCGE RockCreek Global Equality ETF 0.5 95 -30 6.6 +5.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.5 29 36 6.4 +5.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.5 10 55 4.1 +3.3
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.5 39 26 9.7 +9.0
DXUV Dimensional US Vector Equity ETF 0.5 28 37 6.0 +5.3
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.5 20 45 6.1 +5.3
XSHQ Invesco S&P SmallCap Quality ETF 0.5 29 36 7.8 +7.1
VT Vanguard Total World Stock ETF 0.5 6 59 5.7 +4.9
URTH iShares MSCI World ETF 0.5 24 41 4.9 +4.2
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.5 10 55 4.2 +3.4
RAUS RACWI US ETF 0.5 15 50 4.8 +4.1
QWLD SPDR MSCI World StrategicFactors ETF 0.5 30 35 5.7 +5.0
RWK Invesco S&P MidCap 400 Revenue ETF 0.5 39 26 9.5 +8.7
YNOT Horizon Digital Frontier ETF 0.5 75 -10 3.1 +2.4
VONV Vanguard Russell 1000 Value ETF 0.5 7 58 6.5 +5.8
ARVR First Trust Indxx Metaverse ETF 0.5 70 -5 3.9 +3.2
APUE ActivePassive U.S. Equity ETF 0.5 45 20 4.6 +3.8
IWD iShares Russell 1000 Value ETF 0.5 19 46 6.4 +5.6
DFAT Dimensional U.S. Targeted Value ETF 0.5 28 37 10.0 +9.2
FELV Fidelity Enhanced Large Cap Value ETF 0.5 18 47 6.7 +6.0
NIXT Research Affiliates Deletions ETF 0.5 9 56 8.1 +7.3
OEF iShares S&P 100 ETF 0.5 20 45 4.4 +3.6
MILN Global X Millennial Consumer ETF 0.5 50 15 4.1 +3.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.5 15 50 8.0 +7.2
IJS iShares S&P Small-Cap 600 Value ETF 0.5 18 47 9.8 +9.0
ACWI iShares MSCI ACWI ETF 0.5 32 33 5.3 +4.6
GVUS Marketbeta Russell 1000 Value Equity ETF 0.5 12 53 6.5 +5.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.5 20 45 5.3 +4.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.5 18 47 5.7 +5.0
SPHQ Invesco S&P 500 Quality ETF 0.5 15 50 5.6 +4.9
INRO iShares U.S. Industry Rotation Active ETF 0.5 42 23 4.6 +3.9
XLG Invesco S&P 500 Top 50 ETF 0.5 20 45 4.1 +3.4
RDVY First Trust Rising Dividend Achievers ETF 0.5 50 15 6.3 +5.5
SUSL iShares ESG MSCI USA Leaders ETF 0.5 10 55 4.9 +4.1
GSPY Gotham Enhanced 500 ETF 0.5 50 15 5.1 +4.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.5 10 55 5.0 +4.2
AVSU Avantis Responsible U.S. Equity ETF 0.5 15 50 5.8 +5.1
OALC OneAscent Large Cap Core ETF 0.5 86 -21 4.1 +3.4
ISMD Inspire Small/Mid Cap ETF 0.5 54 11 5.3 +4.5
AVIE Avantis  Inflation Focused Equity ETF 0.5 25 40 7.1 +6.4
NUMV Nuveen ESG Mid-Cap Value ETF 0.5 31 34 6.9 +6.1
KLMN Invesco MSCI North America Climate ETF 0.4 9 56 5.0 +4.2
VEGN US Vegan Climate ETF 0.4 60 5 4.5 +3.8
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.4 15 50 9.8 +9.0
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.4 10 55 9.7 +8.9
VFMV Vanguard U.S. Minimum Volatility ETF 0.4 13 52 5.9 +5.2
IAK iShares U.S. Insurance ETF 0.4 40 25 7.5 +6.7
MGC Vanguard Mega Cap ETF 0.4 7 58 4.6 +3.8
SFTY Horizon Managed Risk ETF 0.4 77 -12 4.1 +3.4
STOX Horizon Core Equity ETF 0.4 70 -5 4.2 +3.4
IWL iShares Russell Top 200 ETF 0.4 15 50 4.5 +3.7
DAK Dakota Active Equity ETF 0.4 43 22 4.4 +3.7
EPS WisdomTree U.S. LargeCap Fund 0.4 8 57 5.7 +4.9
DFLV Dimensional US Large Cap Value ETF 0.4 22 43 7.5 +6.7
AOTG AOT Growth and Innovation ETF 0.4 75 -10 2.0 +1.2
VSLU Applied Finance Valuation Large Cap ETF 0.4 49 16 5.8 +5.1
IUS Invesco RAFI Strategic US ETF 0.4 19 46 6.8 +6.0
ROUS Hartford Multifactor US Equity ETF 0.4 19 46 6.9 +6.2
DFUV Dimensional US Marketwide Value ETF 0.4 22 43 7.3 +6.6
HDUS Hartford Disciplined US Equity ETF 0.4 19 46 5.7 +5.0
FYT First Trust Small Cap Value AlphaDEX Fund 0.4 73 -8 11.7 +10.9
LRND IQ U.S. Large Cap R&D Leaders ETF 0.4 14 51 4.9 +4.1
DFVX Dimensional US Large Cap Vector ETF 0.4 22 43 6.2 +5.5
DFSV Dimensional US Small Cap Value ETF 0.4 31 34 10.3 +9.6
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.3 12 53 7.3 +6.6
FNK First Trust Mid Cap Value AlphaDEX Fund 0.3 70 -5 10.7 +10.0
PRF Invesco FTSE RAFI US 1000 ETF 0.3 39 26 6.7 +5.9
FNDB Schwab Fundamental US Broad Market Index ETF 0.3 25 40 7.2 +6.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 56 5.5 +4.7
IUSV iShares Core S&P US Value ETF 0.3 4 61 6.4 +5.6
IWN iShares Russell 2000 Value ETF 0.3 24 41 6.3 +5.6
VTWV Vanguard Russell 2000 Value ETF 0.3 10 55 6.4 +5.7
KLMT Invesco MSCI Global Climate 500 ETF 0.3 10 55 5.6 +4.8
VOOV Vanguard S&P 500 Value ETF 0.3 7 58 6.2 +5.5
IVE iShares S&P 500 Value ETF 0.3 18 47 6.1 +5.4
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.3 4 61 6.2 +5.5
FNDX Schwab Fundamental US Large Co. Index ETF 0.3 25 40 7.2 +6.4
QVML Invesco S&P 500 QVM Multi-factor ETF 0.3 11 54 5.1 +4.3
STXV Strive 1000 Value ETF 0.3 18 47 8.1 +7.4
GEW Cambria Global EW ETF 0.3 29 36 5.9 +5.1
SUSA iShares MSCI USA ESG Select ETF 0.3 25 40 4.6 +3.9
QUAL iShares MSCI USA Quality Factor ETF 0.3 15 50 5.2 +4.4
RWL Invesco S&P 500 Revenue ETF 0.3 39 26 6.8 +6.0
GLOF iShares Global Equity Factor ETF 0.2 20 45 6.6 +5.9
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.2 8 57 4.9 +4.1
SNPV Xtrackers S&P 500 Value ESG ETF 0.2 15 50 6.8 +6.1
SAGP Strategas Global Policy Opportunities ETF 0.2 65 0 5.5 +4.7
RAFE PIMCO RAFI ESG U.S. ETF 0.2 29 36 6.9 +6.1
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.2 12 53 3.9 +3.2
ILCV iShares Morningstar Value ETF 0.2 4 61 6.3 +5.5
PRXV Praxis Impact Large Cap Value ETF 0.2 36 29 6.6 +5.9
GOP Unusual Whales Subversive Republican Trading ETF 0.2 50 15 5.3 +4.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.2 19 46 6.2 +5.5
STXD Strive 1000 Dividend Growth ETF 0.2 35 30 5.0 +4.2
LRGF iShares U.S. Equity Factor ETF 0.2 8 57 5.4 +4.7
ACWV iShares MSCI Global Min Vol Factor ETF 0.2 20 45 5.7 +4.9
SCHV Schwab U.S. Large-Cap Value ETF 0.2 4 61 6.7 +6.0
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 40 9.6 +8.9
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.2 7 58 5.0 +4.3
AVUQ Avantis U.S. Quality ETF 0.2 15 50 4.4 +3.6
AVSC Avantis U.S Small Cap Equity ETF 0.2 25 40 5.1 +4.4
LVOL American Century Low Volatility ETF 0.2 29 36 5.1 +4.3
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.2 49 16 6.1 +5.3
WOMN Impact Shares YWCA Women's Empowerment ETF 0.2 75 -10 5.6 +4.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.2 32 33 4.9 +4.2
VIG Vanguard Dividend Appreciation ETF 0.2 5 60 5.5 +4.8
VALQ American Century U.S. Quality Value ETF 0.2 29 36 7.9 +7.2
WRND IQ Global Equity R&D Leaders ETF 0.2 18 47 7.5 +6.7
SNPE Xtrackers S&P 500 ESG ETF 0.2 10 55 5.0 +4.2
PFM Invesco Dividend Achievers ETF 0.2 53 12 5.3 +4.6
VTV Vanguard Value ETF 0.2 4 61 6.8 +6.1
NACP Impact Shares NAACP Minority Empowerment ETF 0.2 49 16 4.7 +3.9
IETC iShares U.S. Tech Independence Focused ETF 0.2 18 47 3.5 +2.7
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.1 20 45 5.3 +4.5
DGRW WisdomTree US Quality Dividend Growth Fund 0.1 28 37 5.6 +4.8
TXS Texas Capital Texas Equity Index ETF 0.1 49 16 6.0 +5.2
SFGV Sequoia Global Value ETF 0.1 23 42 8.2 +7.5
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 23 5.2 +4.5
VUSE Vident U.S. Equity Strategy ETF 0.1 50 15 4.3 +3.5
SNPG Xtrackers S&P 500 Growth ESG ETF 0.1 15 50 4.6 +3.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 40 6.0 +5.2
AVLV Avantis U.S. Large Cap Value ETF 0.1 15 50 7.7 +7.0
SPMO Invesco S&P 500 Momentum ETF 0.1 13 52 3.9 +3.2
AUSF Global X Adaptive U.S. Factor ETF 0.1 27 38 8.9 +8.2
DGRO iShares Core Dividend Growth ETF 0.1 8 57 6.5 +5.8
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.1 30 35 4.4 +3.7
PKW Invesco Buyback Achievers ETF 0.1 62 3 8.1 +7.3
DLN WisdomTree U.S. LargeCap Dividend Fund 0.1 28 37 6.0 +5.2
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 37 6.3 +5.6
VFH Vanguard Financials ETF 0.0 9 56 6.4 +5.6
FELC Fidelity Enhanced Large Cap Core ETF 0.0 18 47 5.2 +4.5
FNCL Fidelity MSCI Financials Index ETF 0.0 8 57 6.4 +5.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.0 29 36 7.9 +7.2
VFVA Vanguard U.S. Value Factor ETF 0.0 13 52 10.5 +9.8
PNQI Invesco NASDAQ Internet ETF 0.0 60 5 3.6 +2.9
DUHP Dimensional US High Profitability ETF 0.0 21 44 6.2 +5.5
NULV Nuveen ESG Large-Cap Value ETF 0.0 26 39 6.2 +5.5
THRO iShares U.S. Thematic Rotation Active ETF 0.0 90 -25 3.8 +3.0

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

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RESULTS & ESTIMATES

  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:		 First Trust Nasdaq Lux Digital Health Solutions ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

AVOID
Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 6.0 %
Divided by: Fwd. P/BV 4.3 x
Less: Expense ratio 65 bp
Equals: ALTAR Score 0.8 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.54 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.