First Trust Nasdaq Lux Digital Health Solutions ETF
ALTAR
Score™		 -0.7% info Recommen-
dation		 AVOID
2023E    2024E
P/E
ratio		 196.9x P/Sales
ratio		 5.3x
P/BV
ratio		 5.1x 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) $1
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 47
Wgt avg mkt cap (mns) $29,330
Large cap (>$10bn) 69.4%
Mid cap ($2-10bn) 23.4%
Small cap (<$2bn) 5.6%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
INTUITIVE SURGICAL INC 10.4 %
RESMED INC 8.0 %
DEXCOM INC 8.0 %
ILLUMINA INC 7.8 %
IQVIA HOLDINGS INC 7.3 %
EXACT SCIENCES CORP 5.1 %
INSULET CORP 4.1 %
HOLOGIC INC 3.9 %
INSPIRE MEDICAL SYSTEMS, INC. 3.8 %
VEEVA SYSTEMS INC-CLASS A 3.8 %
Total 62.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 94.4 %
NETHERLANDS 3.8 %
COSTA RICA 0.7 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
8.6% 2.6% -- -- -16.1%

Market Correlations
versus... Beta R-squared
S&P500 1.24 80%
MSCI EAFE 1.08 58%
MSCI Emg. Mkts. 0.59 19%

Technical Indicators
Recent close $16.75
30d moving avg. $17.31
Annualized volatility 32.2%
Short interest (ETF) 18.6%
Relative strength (RSI) 50

Liquidity measures
Avg. volume (thou.) 2
Turnover 4.0%
Bid/Ask (% of price) 0.46%
ADV underlying (mns) $2,043

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 529 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™: -0.7%


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
(%)
FDHT Fidelity Digital Health ETF 34.2 39 26 0.2 +0.9
HTEC ROBO Global Healthcare Technology & Innovation ETF 25.2 68 -3 -0.9 -0.1
GDOC Goldman Sachs Future Health Care Equity ETF 20.2 75 -10 1.7 +2.4
EDOC Global X Telemedicine & Digital Health ETF 19.0 68 -3 -6.2 -5.5
IHI iShares U.S. Medical Devices ETF 18.9 39 26 5.0 +5.7
BMED BlackRock Future Health ETF 18.1 85 -20 2.0 +2.7
XHE SPDR S&P Health Care Equipment ETF 18.1 35 30 0.6 +1.3
FXH First Trust Health Care AlphaDEX Fund 17.2 61 4 7.5 +8.2
MDEV First Trust Indxx Medical Devices ETF 16.3 70 -5 3.5 +4.2
BTEC Principal Healthcare Innovators Index ETF 15.1 42 23 -3.4 -2.7
BBH VanEck Biotech ETF 15.1 35 30 5.6 +6.3
PTH Invesco DWA Healthcare Momentum ETF 14.9 60 5 -3.0 -2.3
ARKG ARK Genomic Revolution ETF 14.5 75 -10 -11.2 -10.5
GNOM Global X Genomics & Biotechnology ETF 14.5 50 15 -4.9 -4.2
FBT First Trust NYSE Arca Biotechnology Index Fund 13.7 55 10 1.6 +2.4
MEDI Harbor Health Care ETF 13.7 80 -15 1.5 +2.2
PINK Simplify Health Care ETF 12.8 50 15 5.2 +5.9
RYH Invesco S&P 500 Equal Weight Health Care ETF 12.7 40 25 8.9 +9.6
IQM Franklin Intelligent Machines ETF 11.6 50 15 3.7 +4.5
ARKK ARK Innovation ETF 10.3 75 -10 -6.6 -5.9
BOTZ Global X Robotics & Artificial Intelligence ETF 9.9 68 -3 3.2 +3.9
WDNA WisdomTree BioRevolution Fund 8.9 45 20 -4.1 -3.4
HELX Franklin Genomic Advancements ETF 8.8 50 15 2.3 +3.0
ENTR Entrepreneur 30 Fund 8.4 49 16 2.4 +3.1
IBB iShares NASDAQ Biotechnology ETF 8.4 44 21 0.7 +1.4
IYH iShares U.S. Healthcare ETF 7.9 39 26 8.0 +8.7
FHLC Fidelity MSCI Health Care Index ETF 7.7 8 57 7.1 +7.8
VHT Vanguard Health Care Index Fund 7.6 10 55 7.2 +7.9
ROBO Robo Global Robotics & Automation Index ETF 7.3 95 -30 3.5 +4.2
BIBL Inspire ETF 6.8 35 30 6.0 +6.8
XLV Health Care Select Sector SPDR Fund 6.5 10 55 9.2 +9.9
SXQG 6 Meridian Quality Growth ETF 6.4 100 -35 5.4 +6.1
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 6.3 60 5 7.6 +8.3
VOT Vanguard Mid-Cap Growth Index Fund 6.3 7 58 5.2 +5.9
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.2 60 5 5.2 +5.9
SNSR Global X Internet of Things Thematic ETF 5.9 68 -3 4.9 +5.6
AGNG Global X Aging Population ETF 5.8 50 15 4.3 +5.0
IWP iShares Russell Mid-Cap Growth ETF 5.7 23 42 5.4 +6.1
DTEC ALPS Disruptive Technologies ETF 5.4 50 15 4.4 +5.1
BFTR Future Innovators ETF 5.3 80 -15 2.7 +3.5
IHF iShares U.S. Healthcare Providers ETF 5.2 39 26 6.7 +7.4
XHS SPDR S&P Health Care Services ETF 5.2 35 30 0.1 +0.8
SYNB Putnam BioRevolution ETF 5.1 70 -5 0.0 +0.7
SANE Subversive Mental Health ETF 5.0 75 -10 7.4 +8.1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 4.9 49 16 7.9 +8.6
GGRW Gabelli Growth Innovators ETF 4.9 90 -25 3.5 +4.2
TMFM Motley Fool Mid-Cap Growth ETF 4.8 85 -20 4.7 +5.4
TMFX Motley Fool Next Index ETF 4.8 50 15 4.0 +4.7
QQQN VictoryShares Nasdaq Next 50 ETF 4.7 18 47 6.9 +7.6
IXJ iShares Global Healthcare ETF 4.5 40 25 8.1 +8.8
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 4.5 108 -43 2.9 +3.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 4.5 30 35 9.2 +9.9
SPHB Invesco S&P 500 High Beta ETF 4.4 25 40 4.7 +5.4
LZRD Parabla Innovation ETF 4.4 69 -4 -5.2 -4.5
FFTY Innovator IBD 50 ETF 4.4 80 -15 5.0 +5.8
OALC OneAscent Large Cap Core ETF 4.4 76 -11 6.6 +7.3
ISCG iShares Morningstar Small-Cap Growth ETF 4.3 6 59 2.1 +2.8
ANEW ProShares MSCI Transformational Changes ETF 4.3 45 20 5.9 +6.6
VBK Vanguard Small-Cap Growth Index Fund 4.2 7 58 1.6 +2.3
FYC First Trust Small Cap Growth AlphaDEX Fund 4.2 70 -5 2.2 +2.9
IBBQ Invesco Nasdaq Biotechnology ETF 4.1 19 46 1.2 +1.9
JGRO JPMorgan Active Growth ETF 4.0 44 21 4.5 +5.2
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.0 57 8 5.2 +5.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.0 35 30 5.4 +6.1
MDCP VictoryShares THB Mid Cap ESG ETF 3.9 55 10 6.4 +7.1
JOET Virtus Terranova US Quality Momentum ETF 3.9 29 36 7.5 +8.2
FTGS First Trust Growth Strength ETF 3.9 60 5 9.1 +9.8
NUMG Nuveen ESG Mid-Cap Growth ETF 3.8 30 35 4.7 +5.4
FDG American Century Focused Dynamic Growth ETF 3.7 45 20 3.1 +3.8
AILG Alpha Intelligent - Large Cap Growth ETF 3.6 85 -20 4.3 +5.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 3.6 95 -30 2.6 +3.3
LRGE ClearBridge Large Cap Growth ESG ETF 3.6 59 6 3.9 +4.6
CGGO Capital Group Global Growth Equity ETF 3.6 47 18 4.7 +5.4
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 3.5 50 15 3.6 +4.3
VO Vanguard Mid-Cap Index Fund 3.4 4 61 7.0 +7.7
XBI SPDR S&P BIOTECH ETF 3.4 35 30 0.0 +0.7
GFGF Guru Favorite Stocks ETF 3.4 65 0 6.7 +7.4
VNMC Natixis Vaughan Nelson Mid Cap ETF 3.3 85 -20 7.5 +8.2
DIP BTD Capital Fund 3.3 129 -64 8.2 +8.9
ZIG The Acquirers Fund 3.3 89 -24 18.8 +19.6
BOUT Innovator IBD Breakout Opportunities ETF 3.2 80 -15 4.9 +5.6
KOMP SPDR Kensho New Economies Composite ETF 3.2 20 45 -1.0 -0.3
BFIT Global X Health & Wellness ETF 3.2 50 15 6.2 +6.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.1 65 0 2.6 +3.3
VFMO Vanguard U.S. Momentum Factor ETF 3.1 13 52 4.3 +5.0
HAPY Harbor Corporate Culture Leaders ETF 3.1 36 29 4.7 +5.4
JFWD Jacob Forward ETF 3.1 75 -10 -13.2 -12.5
JSTC Adasina Social Justice All Cap Global ETF 3.1 89 -24 6.6 +7.4
XITK SPDR FactSet Innovative Technology ETF 3.0 45 20 0.3 +1.0
JSML Janus Henderson Small Cap Growth Alpha ETF 3.0 30 35 9.4 +10.1
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.0 15 50 4.5 +5.2
BKSE BNY Mellon US Small Cap Core Equity ETF 3.0 4 61 6.4 +7.1
GERM ETFMG Treatments Testing and Advancements ETF 3.0 68 -3 -9.9 -9.2
FDN First Trust Dow Jones Internet Index Fund 2.9 51 14 3.0 +3.7
BOSS Global X Founder-Run Companies ETF 2.9 45 20 3.3 +4.0
RPG Invesco S&P 500 Pure Growth ETF 2.9 35 30 9.1 +9.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.9 65 0 6.4 +7.1
ISCB iShares Morningstar Small-Cap ETF 2.8 4 61 5.5 +6.2
IMCG iShares Morningstar Mid-Cap Growth ETF 2.8 6 59 5.3 +6.0
SPMV Invesco S&P 500 Minimum Variance ETF 2.8 10 55 6.3 +7.0
MRND IQ U.S. Mid Cap R&D Leaders ETF 2.8 16 49 -1.0 -0.3
XDNA Strategic CRISPR & Gene Editing Technology ETF 2.7 78 -13 -3.2 -2.4
IWR iShares Russell Midcap ETF 2.7 18 47 6.7 +7.4
PSCH Invesco S&P SmallCap Health Care ETF 2.7 29 36 3.4 +4.1
INNO Harbor Disruptive Innovation ETF 2.7 75 -10 -3.5 -2.8
XT iShares Exponential Technologies ETF 2.6 46 19 3.7 +4.4
FDWM Fidelity Women's Leadership ETF 2.6 59 6 6.2 +6.9
ETHO Etho Climate Leadership U.S. ETF 2.6 47 18 5.7 +6.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 2.6 38 27 7.6 +8.3
CACG ClearBridge All Cap Growth ETF 2.5 53 12 4.1 +4.8
EQOP Natixis U.S. Equity Opportunities ETF 2.5 85 -20 6.0 +6.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.5 24 41 9.6 +10.3
AHOY Newday Ocean Health ETF 2.5 75 -10 6.7 +7.4
CATH Global X S&P 500 Catholic Values Custom ETF 2.5 29 36 6.2 +6.9
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.4 20 45 5.5 +6.2
IWO iShares Russell 2000 Growth ETF 2.4 23 42 3.0 +3.7
PRAY FIS Biblically Responsible Risk Managed ETF 2.4 68 -3 6.4 +7.1
TMFS Motley Fool Small Cap Growth ETF 2.4 85 -20 3.0 +3.7
IBOT Vaneck Robotics ETF 2.4 47 18 4.3 +5.0
TIME Clockwise Capital Innovation ETF 2.4 95 -30 3.0 +3.7
RUFF Alpha Dog ETF 2.3 90 -25 5.9 +6.6
VTWG Vanguard Russell 2000 Growth Index Fund 2.3 15 50 3.1 +3.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.3 9 56 5.0 +5.7
MOAT VanEck Morningstar Wide Moat ETF 2.2 47 18 6.4 +7.1
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 2.2 15 50 9.0 +9.7
QQQS Invesco NASDAQ Future Gen 200 ETF 2.2 20 45 -9.1 -8.4
CGGR Capital Group Growth ETF 2.2 39 26 4.4 +5.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.2 63 2 3.9 +4.6
ARKW ARK Web x.0 ETF 2.2 83 -18 -5.2 -4.5
IQSM IQ Candriam ESG U.S. Mid Cap Equity ETF 2.2 15 50 7.6 +8.4
MVPS Amplify Thematic All-Stars ETF 2.2 49 16 2.1 +2.8
AFSM First Trust Active Factor Small Cap ETF 2.1 75 -10 9.8 +10.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.1 52 13 6.6 +7.3
TPLC Timothy Plan US Large Cap Core ETF 2.1 52 13 7.1 +7.8
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 2.1 96 -31 5.6 +6.3
BUL Pacer US Cash Cows Growth ETF 2.1 60 5 12.0 +12.7
SIZE iShares MSCI USA Size Factor ETF 2.1 15 50 7.0 +7.7
BLES Inspire Global Hope Large Cap ETF 2.1 49 16 7.7 +8.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.0 9 56 7.2 +7.9
SMOT VanEck Morningstar SMID Moat ETF 2.0 49 16 8.9 +9.6
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 2.0 69 -4 7.2 +7.9
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.0 50 15 5.9 +6.6
CIRC JPMorgan Sustainable Consumption ETF 2.0 49 16 6.0 +6.7
SPGP Invesco S&P 500 GARP ETF 2.0 36 29 9.7 +10.4
SAGP Strategas Global Policy Opportunities ETF 2.0 65 0 7.6 +8.4
VXF Vanguard Extended Market Index Fund 1.9 6 59 4.3 +5.0
FTCS First Trust Capital Strength ETF 1.9 55 10 8.1 +8.8
VB Vanguard Small-Cap ETF 1.9 5 60 6.3 +7.0
UPWD JPMorgan Social Advancement ETF 1.9 49 16 6.4 +7.1
EUSA iShares MSCI USA Equal Weighted ETF 1.9 9 56 7.2 +7.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.9 7 58 6.2 +6.9
SCHG Schwab U.S. Large-Cap Growth ETF 1.9 40 25 4.7 +5.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.9 70 -5 3.4 +4.1
QGRO American Century STOXX U.S. Quality Growth ETF 1.9 29 36 6.2 +6.9
FYX First Trust Small Cap Core AlphaDEX Fund 1.9 61 4 8.8 +9.6
IWM iShares Russell 2000 ETF 1.9 19 46 4.7 +5.4
SCHA Schwab U.S. Small-Cap ETF 1.8 4 61 5.9 +6.6
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 1.8 30 35 6.4 +7.1
VTWO Vanguard Russell 2000 Index Fund 1.8 10 55 4.4 +5.1
WGRO WisdomTree U.S. Growth & Momentum Fund 1.8 55 10 7.6 +8.3
TECB iShares US Tech Breakthrough Multisector ETF 1.8 40 25 4.9 +5.7
BRNY Burney U.S. Factor Rotation ETF 1.8 79 -14 8.8 +9.5
JHMM John Hancock Multifactor Mid Cap ETF 1.8 41 24 8.1 +8.8
HAPI Harbor Corporate Culture ETF 1.8 36 29 5.9 +6.6
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 1.7 17 48 6.0 +6.7
PBSM Invesco PureBeta MSCI USA Small Cap ETF 1.7 6 59 5.9 +6.6
ARKQ Ark Autonomous Tech. & Robotics ETF 1.7 75 -10 2.1 +2.8
QGRW WisdomTree U.S. Quality Growth Fund 1.7 28 37 5.4 +6.1
RSP Invesco S&P 500 Equal Weight ETF 1.7 20 45 7.4 +8.1
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.7 60 5 6.4 +7.1
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.7 64 1 8.3 +9.0
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 1.7 49 16 6.4 +7.1
VUG Vanguard Growth Index Fund 1.7 4 61 5.1 +5.8
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 1.7 21 44 4.3 +5.1
GDEF Goldman Sachs Defensive Equity ETF 1.7 55 10 5.7 +6.4
EQAL Invesco Russell 1000 Equal Weight ETF 1.7 20 45 7.3 +8.0
STXK Strive Small-Cap ETF 1.7 18 47 5.7 +6.4
GBUY Goldman Sachs Future Consumer Equity ETF 1.6 75 -10 3.1 +3.8
WCLD WisdomTree Cloud Computing Fund 1.6 45 20 -0.1 +0.7
QQMG Invesco ESG NASDAQ 100 ETF 1.6 20 45 5.7 +6.4
VIRS Pacer BioThreat Strategy ETF 1.6 70 -5 7.3 +8.0
ILCG iShares Morningstar Growth ETF 1.6 4 61 5.1 +5.8
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 1.6 35 30 7.4 +8.1
CFA VictoryShares US 500 Volatility Weighted Index ETF 1.6 35 30 7.4 +8.1
IMCB iShares Morningstar Mid-Cap ETF 1.6 4 61 7.3 +8.0
IWFH iShares Virtual Work and Life Multisector ETF 1.6 47 18 -1.3 -0.6
ARKF ARK Fintech Innovation ETF 1.6 75 -10 -1.8 -1.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.6 4 61 7.2 +8.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.6 10 55 6.6 +7.3
NUSC Nuveen ESG Small-Cap ETF 1.6 30 35 5.9 +6.6
FTC First Trust Large Cap Growth AlphaDEX Fund 1.5 59 6 5.0 +5.7
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 1.5 39 26 6.6 +7.3
QQQ Invesco QQQ Trust 1.5 20 45 5.3 +6.0
QQQM Invesco NASDAQ 100 ETF 1.5 15 50 5.6 +6.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.5 39 26 4.4 +5.1
AIEQ AI Powered Equity ETF 1.5 75 -10 2.6 +3.3
STXG Strive 1000 Growth ETF 1.5 18 47 5.4 +6.2
VONG Vanguard Russell 1000 Growth Index Fund 1.5 8 57 5.7 +6.4
IWF iShares Russell 1000 Growth ETF 1.5 18 47 5.6 +6.3
VFQY Vanguard U.S. Quality Factor ETF 1.5 13 52 8.5 +9.2
KRMA Global X Conscious Companies ETF 1.4 43 22 6.7 +7.4
USXF iShares ESG Advanced MSCI USA ETF 1.4 10 55 6.1 +6.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.4 60 5 5.3 +6.0
IWC iShares Micro-Cap ETF 1.4 60 5 -4.5 -3.8
XDAT Franklin Exponential Data ETF 1.4 50 15 4.1 +4.8
SFYX Sofi Next 500 ETF 1.4 0 65 7.0 +7.7
TMFG Motley Fool Global Opportunities ETF 1.4 85 -20 4.4 +5.1
SCHM Schwab U.S. Mid-Cap ETF 1.4 4 61 6.8 +7.5
PRNT The 3D Printing ETF 1.4 66 -1 -4.0 -3.3
TMFC Motley Fool 100 Index ETF 1.4 50 15 4.8 +5.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.4 24 41 9.2 +9.9
ISCV iShares Morningstar Small Cap Value ETF 1.3 6 59 9.0 +9.7
GURU Global X Guru Index ETF 1.3 75 -10 5.0 +5.7
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.3 20 45 8.7 +9.4
XOUT GraniteShares XOUT U.S. Large Cap ETF 1.3 60 5 5.8 +6.6
AOTG AOT Growth and Innovation ETF 1.3 75 -10 3.3 +4.0
PSC Principal U.S. Small Cap Index ETF 1.3 38 27 9.1 +9.8
SPXT ProShares S&P 500 Ex-Technology ETF 1.3 27 38 6.9 +7.6
BYOB SoFi Be Your Own Boss ETF 1.3 59 6 -3.3 -2.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.3 49 16 5.8 +6.5
ESGV Vanguard ESG U.S. Stock ETF 1.3 9 56 6.2 +6.9
JMOM JPMorgan U.S. Momentum Factor ETF 1.3 12 53 6.9 +7.6
FMIL Fidelity New Millennium ETF 1.3 59 6 6.6 +7.3
NZRO Strategy Shares Halt Climate Change ETF 1.3 95 -30 2.0 +2.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.2 10 55 5.9 +6.6
COWZ Pacer US Cash Cows 100 ETF 1.2 49 16 12.3 +13.0
PSET Principal Price Setters Index ETF 1.2 15 50 7.1 +7.8
JHSC John Hancock Multifactor Small Cap ETF 1.2 42 23 7.5 +8.2
SUSA iShares MSCI USA ESG Select ETF 1.2 25 40 6.4 +7.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.2 10 55 6.0 +6.7
HLGE Hartford Longevity Economy ETF 1.2 44 21 9.2 +9.9
IWN iShares Russell 2000 Value ETF 1.2 23 42 6.7 +7.4
SLYV SPDR S&P 600 Small Cap Value ETF 1.2 15 50 9.9 +10.6
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 1.2 45 20 6.5 +7.2
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 1.2 20 45 6.9 +7.6
IJS iShares S&P Small-cap 600 Value ETF 1.2 18 47 9.9 +10.6
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.2 15 50 9.9 +10.6
VTWV Vanguard Russell 2000 Value Index Fund 1.2 15 50 5.9 +6.6
IPO Renaissance IPO ETF 1.2 60 5 11.0 +11.7
HKND Humankind US Stock ETF 1.2 11 54 8.2 +8.9
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 1.2 30 35 9.1 +9.8
DWAS Invesco DWA SmallCap Momentum ETF 1.2 60 5 3.0 +3.7
EGUS iShares ESG Aware MSCI USA Growth ETF 1.2 15 50 5.1 +5.8
YPS Arrow Reverse Cap 500 ETF 1.2 29 36 7.1 +7.8
EQUL IQ Engender Equality ETF 1.2 45 20 7.8 +8.5
FBCG Fidelity Blue Chip Growth ETF 1.2 59 6 2.5 +3.2
SMMD iShares Russell 2500 ETF 1.1 15 50 6.6 +7.3
CVAR Cultivar ETF 1.1 87 -22 9.0 +9.7
DFSU Dimensional US Sustainability Core 1 ETF 1.1 18 47 7.1 +7.8
FNX First Trust Mid Cap Core AlphaDEX Fund 1.1 59 6 8.8 +9.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.1 15 50 6.8 +7.5
ARVR First Trust Indxx Metaverse ETF 1.1 70 -5 4.6 +5.4
ITAN Sparkline Intangible Value ETF 1.1 50 15 7.5 +8.2
LCLG Logan Capital Broad Innovative Growth ETF 1.1 99 -34 6.7 +7.4
DSI iShares MSCI KLD 400 Social ETF 1.1 25 40 6.4 +7.1
IWV iShares Russell 3000 ETF 1.1 20 45 6.1 +6.8
LETB AdvisorShares Let Bob AI Powered Momentum ETF 1.1 107 -42 6.9 +7.6
SHE SPDR SSGA Gender Diversity Index ETF 1.1 20 45 6.4 +7.1
VTHR Vanguard Russell 3000 Index Fund 1.1 10 55 6.2 +6.9
IBRN iShares Neuroscience and Healthcare ETF 1.1 47 18 -3.0 -2.3
AVSC Avantis U.S Small Cap Equity ETF 1.1 25 40 5.7 +6.4
SPXN ProShares S&P 500 Ex-Financials ETF 1.1 27 38 6.2 +6.9
MGMT Ballast Small/Mid Cap ETF 1.1 110 -45 7.8 +8.6
JHML John Hancock Multifactor Large Cap ETF 1.1 29 36 6.9 +7.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.1 3 62 6.2 +7.0
BFOR Barron's 400 ETF 1.1 65 0 9.6 +10.4
VTI Vanguard Total Stock Market Index Fund 1.1 3 62 6.1 +6.9
ESGU iShares MSCI USA ESG Optimized ETF 1.1 15 50 6.4 +7.1
IQSU IQ Candriam ESG US Equity ETF 1.1 9 56 5.9 +6.6
SCHB Schwab U.S. Broad Market ETF 1.1 3 62 6.3 +7.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.1 20 45 8.4 +9.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.1 11 54 6.3 +7.0
IWB iShares Russell 1000 ETF 1.1 15 50 6.2 +7.0
VONE Vanguard Russell 1000 ETF 1.0 8 57 6.3 +7.0
RFFC RiverFront Dynamic US Flex-Cap ETF 1.0 52 13 7.7 +8.4
FSMD Fidelity Small-Mid Factor ETF 1.0 29 36 8.6 +9.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.0 12 53 6.3 +7.0
DFUS Dimensional U.S. Equity ETF 1.0 11 54 6.4 +7.1
CLRG IQ Chaikin U.S. Large Cap ETF 1.0 25 40 7.4 +8.1
SCHK Schwab 1000 Index ETF 1.0 5 60 6.4 +7.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.0 20 45 8.0 +8.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.0 20 45 6.2 +6.9
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 1.0 25 40 7.0 +7.7
IYY iShares Dow Jones U.S. ETF 1.0 20 45 6.2 +6.9
IWS iShares Russell Mid-Cap Value ETF 1.0 23 42 7.8 +8.6
FLDZ RiverNorth Volition America Patriot ETF 1.0 70 -5 7.0 +7.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.0 14 51 6.3 +7.0
PBUS Invesco PureBeta MSCI USA ETF 1.0 4 61 6.4 +7.1
SCHX Schwab U.S. Large-Cap ETF 1.0 3 62 6.3 +7.1
PEXL Pacer US Export Leaders ETF 1.0 60 5 7.4 +8.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.0 2 63 6.4 +7.1
IJK iShares S&P Mid-Cap 400 Growth ETF 1.0 17 48 7.5 +8.2
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.0 15 50 7.5 +8.2
SQLV Legg Mason Small-Cap Quality Value 1.0 61 4 11.9 +12.6
STRV Strive 500 ETF 1.0 5 60 6.3 +7.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.0 15 50 7.5 +8.2
VOTE Engine No. 1 Transform 500 ETF 1.0 5 60 6.2 +6.9
VV Vanguard Large-Cap Index Fund 1.0 4 61 6.3 +7.0
SSPY Syntax Stratified LargeCap ETF 1.0 30 35 7.7 +8.4
SPXE ProShares S&P 500 Ex-Energy ETF 1.0 27 38 6.2 +6.9
XVV iShares ESG Screened S&P 500 ETF 0.9 8 57 6.4 +7.1
VDNI V-Shares US Leadership Diversity ETF 0.9 29 36 6.5 +7.2
ESG FlexShares STOXX US ESG Impact Index Fund 0.9 32 33 6.3 +7.0
SUSL iShares ESG MSCI USA Leaders ETF 0.9 10 55 6.4 +7.1
SFY SoFi Select 500 ETF 0.9 0 65 6.6 +7.3
NULC Nuveen ESG Large-Cap ETF 0.9 20 45 6.5 +7.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.9 10 55 6.4 +7.1
IUSG iShares Core S&P US Growth ETF 0.9 4 61 6.6 +7.3
VOOG Vanguard S&P 500 Growth ETF 0.9 10 55 6.5 +7.2
IVW iShares S&P 500 Growth ETF 0.9 18 47 6.4 +7.1
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 0.9 47 18 -0.8 -0.1
SPYG SPDR Portfolio S&P 500 Growth ETF 0.9 4 61 6.6 +7.3
SMDY Syntax Stratified MidCap ETF 0.9 35 30 8.5 +9.2
ALTL Pacer Lunt Large Cap Alternator ETF 0.9 60 5 4.7 +5.4
ILCB iShares Morningstar U.S. Equity ETF 0.9 3 62 6.4 +7.1
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 0.9 20 45 9.4 +10.1
PBE Invesco Dynamic Biotechnology & Genome ETF 0.9 59 6 1.6 +2.3
IVV iShares Core S&P 500 ETF 0.9 3 62 6.5 +7.2
SPY SPDR S&P 500 ETF Trust 0.9 9 56 6.4 +7.2
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 0.9 17 48 6.5 +7.2
VOO VANGUARD S&P 500 ETF 0.9 3 62 6.5 +7.2
SPLG SPDR Portfolio S&P 500 ETF 0.9 3 62 6.5 +7.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.9 7 58 6.3 +7.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.9 18 47 6.6 +7.3
VOOV Vanguard S&P 500 Value ETF 0.9 10 55 7.1 +7.8
IVE iShares S&P 500 Value ETF 0.9 18 47 6.9 +7.7
SPTM SPDR Portfolio Total Stock Market ETF 0.9 3 62 6.7 +7.4
SPYV SPDR Portfolio S&P 500 Value ETF 0.9 4 61 7.1 +7.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.9 75 -10 6.9 +7.6
FEX First Trust Large Cap Core AlphaDEX Fund 0.9 59 6 7.9 +8.6
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.9 20 45 6.3 +7.0
MGK Vanguard Mega Cap Growth ETF 0.9 7 58 5.1 +5.8
AFLG First Trust Active Factor Large Cap ETF 0.9 55 10 8.0 +8.7
RVRB Reverb ETF 0.9 30 35 6.3 +7.0
SPLV Invesco S&P 500 Low Volatility ETF 0.9 25 40 6.9 +7.6
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 0.9 25 40 6.9 +7.7
IUSV iShares Core S&P U.S. Value ETF 0.9 4 61 7.3 +8.0
DFAU Dimensional US Core Equity Market ETF 0.8 12 53 6.6 +7.3
AVUS Avantis U.S. Equity ETF 0.8 15 50 7.5 +8.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.8 9 56 7.1 +7.8
SSPX Janus Henderson U.S. Sustainable Equity ETF 0.8 55 10 4.4 +5.1
CBSE Changebridge Capital Sustainable Equity ETF 0.8 85 -20 3.0 +3.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.8 7 58 6.3 +7.0
DFAS Dimensional U.S. Small Cap ETF 0.8 28 37 7.4 +8.1
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 0.8 17 48 8.7 +9.4
ACVF American Conservative Values ETF 0.8 75 -10 5.6 +6.4
EZM WisdomTree U.S. MidCap Earnings Fund 0.8 38 27 11.9 +12.6
XJH iShares ESG Screened S&P Mid-Cap ETF 0.8 12 53 8.6 +9.3
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.8 45 20 2.1 +2.8
EWMC Invesco S&P MidCap 400 Equal Weight ETF 0.8 40 25 8.6 +9.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.8 12 53 6.5 +7.3
KRUZ Unusual Whales Subversive Republican Trading ETF 0.8 75 -10 6.7 +7.4
DFAC Dimensional U.S. Core Equity 2 ETF 0.8 19 46 7.3 +8.0
VIOO Vanguard S&P Small-Cap 600 ETF 0.8 10 55 8.6 +9.3
IJR iShares Core S&P Small Cap ETF 0.8 6 59 8.6 +9.3
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.8 5 60 8.6 +9.3
SLY SPDR S&P 600 Small Cap ETF 0.8 15 50 8.5 +9.2
RYJ Invesco Raymond James SB-1 Equity ETF 0.8 81 -16 5.7 +6.4
HDUS Hartford Disciplined US Equity ETF 0.8 19 46 7.5 +8.2
BKLC BNY Mellon US Large Cap Core Equity ETF 0.8 0 65 6.2 +6.9
SSLY Syntax Stratified SmallCap ETF 0.8 35 30 7.8 +8.5
FNK First Trust Mid Cap Value AlphaDEX Fund 0.8 70 -5 13.6 +14.3
PLAT WisdomTree Modern Tech Platforms Fund 0.7 20 45 0.8 +1.5
MDY SPDR S&P Midcap 400 ETF Trust 0.7 22 43 8.5 +9.2
DEIF Sterling Capital Diverse Multi-Manager Active ETF 0.7 65 0 7.4 +8.1
ROCI ROC ETF 0.7 49 16 5.6 +6.3
KOKU Xtrackers MSCI Kokusai Equity ETF 0.7 9 56 6.9 +7.6
DBGR Xtrackers MSCI Germany Hedged Equity ETF 0.7 45 20 7.9 +8.6
ONEO SPDR Russell 1000 Momentum Focus ETF 0.7 20 45 9.2 +10.0
LRNZ TrueMark Technology, AI & Deep Learning ETF 0.7 68 -3 -1.3 -0.6
QVML Invesco S&P 500 QVM Multi-factor ETF 0.7 11 54 6.9 +7.6
IJH iShares Core S&P Mid-Cap ETF 0.7 5 60 8.7 +9.4
TOK iShares MSCI Kokusai ETF 0.7 25 40 6.7 +7.4
SPMD SPDR Portfolio Mid Cap ETF 0.7 5 60 8.7 +9.4
QLV FlexShares US Quality Low Volatility Index Fund 0.7 22 43 6.3 +7.0
IVOO Vanguard S&P Mid-Cap 400 ETF 0.7 10 55 8.6 +9.3
HLAL Wahed FTSE USA Shariah ETF 0.7 50 15 6.0 +6.7
MILN Global X Millennial Consumer ETF 0.7 50 15 2.9 +3.6
QUS SPDR MSCI USA StrategicFactors ETF 0.7 15 50 7.0 +7.7
FDLO Fidelity Low Volatility Factor ETF 0.7 29 36 6.2 +6.9
VOE Vanguard Mid-Cap Value Index Fund 0.7 7 58 9.0 +9.7
URTH iShares MSCI World ETF 0.7 24 41 6.8 +7.6
FTXH First Trust Nasdaq Pharmaceuticals ETF 0.7 60 5 10.5 +11.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.7 18 47 9.3 +10.0
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.6 25 40 7.0 +7.7
USMF WisdomTree U.S. Multifactor Fund 0.6 28 37 8.9 +9.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.6 15 50 8.8 +9.5
ISMD Inspire Small/Mid Cap Impact ETF 0.6 48 17 6.2 +6.9
AUSF Global X Adaptive U.S. Factor ETF 0.6 27 38 8.0 +8.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.6 20 45 7.3 +8.0
VT Vanguard Total World Stock ETF 0.6 7 58 7.1 +7.8
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 0.6 15 50 6.4 +7.1
NULG Nuveen ESG Large-Cap Growth ETF 0.6 25 40 5.1 +5.8
IWY iShares Russell Top 200 Growth ETF 0.6 20 45 5.7 +6.4
ACWI iShares MSCI ACWI ETF 0.6 32 33 7.0 +7.7
SKYY First Trust Cloud Computing ETF 0.6 60 5 4.2 +4.9
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 0.6 75 -10 6.4 +7.1
XJR iShares ESG Screened S&P Small-Cap ETF 0.6 12 53 8.1 +8.8
DFSV Dimensional US Small Cap Value ETF 0.6 31 34 9.9 +10.6
VSLU Applied Finance Valuation Large Cap ETF 0.6 49 16 7.2 +7.9
IBUY Amplify Online Retail ETF 0.6 65 0 -4.9 -4.2
IWD iShares Russell 1000 Value ETF 0.6 18 47 7.9 +8.6
VONV Vanguard Russell 1000 Value Index Fund 0.6 8 57 8.0 +8.7
TTAC TrimTabs US Free Cash Flow Quality ETF 0.5 59 6 7.5 +8.2
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.5 25 40 10.4 +11.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.5 29 36 8.8 +9.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.5 15 50 9.5 +10.2
FPX First Trust US IPO Index Fund 0.5 57 8 1.4 +2.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.5 15 50 6.0 +6.7
SDG iShares Sustainable MSCI Global Impact ETF 0.5 49 16 7.1 +7.8
VEGN US Vegan Climate ETF 0.5 60 5 5.7 +6.4
IWL iShares Russell Top 200 ETF 0.5 15 50 6.1 +6.8
ROSC Hartford Multifactor Small Cap ETF 0.5 34 31 12.3 +13.0
EPS WisdomTree U.S. Earnings 500 Fund 0.5 8 57 7.9 +8.7
MGC Vanguard Mega Cap Index Fund 0.5 7 58 6.2 +6.9
ZECP Zacks Earnings Consistent Portfolio ETF 0.5 55 10 6.5 +7.2
AFMC First Trust Active Factor Mid Cap ETF 0.5 65 0 10.3 +11.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.5 15 50 9.9 +10.6
MDYV SPDR S&P 400 Mid Cap Value ETF 0.5 15 50 9.9 +10.6
IJJ iShares S&P Mid-Cap 400 Value ETF 0.5 18 47 10.0 +10.7
SNPV Xtrackers S&P ESG Value ETF 0.5 15 50 7.9 +8.6
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.5 42 23 6.9 +7.6
AVUV Avantis U.S. Small Cap Value ETF 0.4 25 40 11.8 +12.5
VFMF Vanguard U.S. Multifactor ETF 0.4 18 47 10.8 +11.5
RNLC Large Cap US Equity Select ETF 0.4 60 5 8.0 +8.7
FAB First Trust Multi Cap Value AlphaDEX Fund 0.4 69 -4 12.1 +12.8
FUNL CornerCap Fundametrics Large-Cap ETF 0.4 50 15 9.0 +9.7
LRGF iShares Edge MSCI Multifactor USA ETF 0.4 8 57 7.5 +8.2
DUHP Dimensional US High Profitability ETF 0.4 22 43 8.9 +9.6
IETC iShares Evolved U.S. Technology ETF 0.4 18 47 5.3 +6.0
SNPG Xtrackers S&P 500 Growth ESG ETF 0.4 15 50 6.5 +7.2
QWLD SPDR MSCI World StrategicFactors ETF 0.4 30 35 7.4 +8.1
EES WisdomTree SmallCap Earnings Fund 0.4 38 27 13.3 +14.0
FTA First Trust Large Cap Value AlphaDEX Fund 0.4 59 6 11.3 +12.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.4 19 46 7.5 +8.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.4 15 50 7.3 +8.0
IJT iShares S&P Small-Cap 600 Growth ETF 0.4 18 47 7.4 +8.1
VLU SPDR S&P 1500 Value Tilt ETF 0.4 12 53 9.0 +9.7
PRF Invesco FTSE RAFI US 1000 ETF 0.4 39 26 8.3 +9.0
SLYG SPDR S&P 600 Small Cap Growth ETF 0.4 15 50 7.4 +8.1
IUS Invesco Strategic US ETF 0.4 19 46 7.9 +8.6
SMLE Xtrackers S&P SmallCap 600 ESG ETF 0.4 15 50 8.8 +9.6
ESIX SPDR S&P SmallCap 600 ESG ETF 0.4 12 53 8.9 +9.7
DFAT Dimensional U.S. Targeted Value ETF 0.4 29 36 10.1 +10.8
RECS Columbia Research Enhanced Core ETF 0.3 15 50 7.5 +8.2
NANC Unusual Whales Subversive Democratic Trading ETF 0.3 75 -10 5.2 +6.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.3 80 -15 7.4 +8.1
CSML IQ Chaikin U.S. Small Cap ETF 0.3 35 30 7.1 +7.8
JQUA JPMorgan U.S. Quality Factor ETF 0.3 12 53 7.0 +7.7
IWX iShares Russell Top 200 Value ETF 0.3 20 45 7.9 +8.6
FNDB Schwab Fundamental U.S. Broad Market Index ETF 0.3 25 40 8.2 +8.9
GSPY Gotham Enhanced 500 ETF 0.3 50 15 6.8 +7.5
REVS Columbia Research Enhanced Value ETF 0.3 19 46 9.5 +10.2
QUAL iShares MSCI Usa Quality Factor ETF 0.3 15 50 7.5 +8.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.3 29 36 8.7 +9.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 56 6.8 +7.5
FNDX Schwab Fundamental U.S. Large Co. Index ETF 0.3 25 40 8.2 +8.9
NACP Impact Shares NAACP Minority Empowerment ETF 0.3 49 16 6.2 +6.9
QLC FlexShares US Quality Large Cap Index Fund 0.3 25 40 7.2 +7.9
DFUV Dimensional US Marketwide Value ETF 0.3 23 42 9.5 +10.2
GLOF iShares Global Equity Factor ETF 0.3 20 45 9.1 +9.9
FEMA Procure Disaster Recovery Strategy ETF 0.3 75 -10 5.7 +6.4
ROUS Hartford Multifactor US Equity ETF 0.3 19 46 8.9 +9.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.3 29 36 6.5 +7.2
SPMO Invesco S&P 500 Momentum ETF 0.3 13 52 8.1 +8.8
VFVA Vanguard U.S. Value Factor ETF 0.3 13 52 12.5 +13.2
RWL Invesco S&P 500 Revenue ETF 0.3 39 26 7.9 +8.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.3 25 40 7.9 +8.6
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.3 15 50 8.9 +9.6
LRND IQ U.S. Large Cap R&D Leaders ETF 0.3 14 51 6.4 +7.1
RAFE PIMCO RAFI ESG U.S. ETF 0.3 29 36 8.7 +9.4
WCEO Hypatia Women CEO ETF 0.3 85 -20 6.5 +7.2
IDNA iShares Genomics Immunology & Healthcare ETF 0.3 47 18 -7.6 -6.9
USMV iShares Edge MSCI Min Vol USA ETF 0.2 15 50 6.7 +7.4
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.2 35 30 8.0 +8.7
PWC Invesco Dynamic Market ETF 0.2 60 5 7.9 +8.6
IMCV iShares Morningstar Mid-Cap Value ETF 0.2 6 59 9.5 +10.2
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 0.2 19 46 8.9 +9.6
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 13 9.2 +9.9
VIG Vanguard Dividend Appreciation Index Fund 0.2 6 59 7.0 +7.7
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.2 39 26 11.3 +12.0
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.2 29 36 10.3 +11.0
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.2 35 30 9.1 +9.8
SNPE Xtrackers S&P 500 ESG ETF 0.2 10 55 6.5 +7.2
PFM Invesco Dividend Achievers ETF 0.2 53 12 6.8 +7.5
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 26 10.5 +11.2
HEET Hartford Schroders ESG US Equity ETF 0.2 39 26 7.3 +8.0
VBR Vanguard Small Cap Value Index Fund 0.2 7 58 9.7 +10.4
RESP WisdomTree US ESG Fund of Benef Interest 0.2 28 37 7.5 +8.3
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.2 47 18 7.1 +7.8
PNQI Invesco NASDAQ Internet ETF 0.2 60 5 3.1 +3.8
VALQ American Century STOXX U.S. Quality Value ETF 0.2 29 36 10.5 +11.2
EVUS iShares ESG Aware MSCI USA Value ETF 0.2 18 47 8.5 +9.3
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.1 25 40 8.5 +9.2
ILCV iShares Morningstar Value ETF 0.1 4 61 8.2 +8.9
DFLV Dimensional US Large Cap Value ETF 0.1 22 43 10.0 +10.7
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.1 70 -5 5.4 +6.1
WRND IQ Global Equity R&D Leaders ETF 0.1 18 47 8.1 +8.8
JVAL JPMorgan U.S. Value Factor ETF 0.1 12 53 10.1 +10.8
VTV Vanguard Value Index Fund 0.1 4 61 8.5 +9.2
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.1 39 26 7.9 +8.7
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 61 8.0 +8.8
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.1 46 19 7.4 +8.1
FLQL Franklin LibertyQ U.S. Equity ETF 0.1 15 50 8.2 +8.9
CGUS Capital Group Core Equity ETF 0.1 33 32 6.1 +6.8
DGRW WisdomTree U.S. Quality Dividend Growth Fund 0.1 28 37 6.9 +7.6
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 41 7.3 +8.0
SQEW LeaderShares Equity Skew ETF 0.1 75 -10 6.1 +6.8
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 40 8.8 +9.5
AVDE Avantis International Equity ETF 0.1 23 42 9.4 +10.1
HFXI IQ 50 Percent Hedged FTSE International ETF 0.1 20 45 8.0 +8.7
DFIC Dimensional International Core Equity 2 ETF 0.1 23 42 8.3 +9.0
DGRO iShares Core Dividend Growth ETF 0.1 8 57 7.8 +8.5
NULV Nuveen ESG Large-Cap Value ETF 0.1 25 40 8.9 +9.6
DEEF Xtrackers FTSE Developed ex US Comprehensive Factor ETF 0.1 24 41 9.1 +9.8
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.1 35 30 7.6 +8.3
STXV Strive 1000 Value ETF 0.1 18 47 9.2 +9.9
ACWV iShares MSCI Global Min Vol Factor ETF 0.1 20 45 8.3 +9.0
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.1 36 29 9.0 +9.7
DLN WisdomTree U.S. LargeCap Dividend Fund 0.1 28 37 7.8 +8.5
GVLU Gotham 1000 Value ETF 0.0 50 15 11.6 +12.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 26 8.7 +9.4
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.0 41 24 8.0 +8.7
DFAI Dimensional International Core Equity Market ETF 0.0 18 47 7.9 +8.6
DTD WisdomTree U.S.Total Dividend Fund 0.0 28 37 8.1 +8.8
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 31 34 8.8 +9.5
STLV iShares Factors US Value Style ETF 0.0 25 40 11.0 +11.7
IYW iShares U.S. Technology ETF 0.0 39 26 5.4 +6.1
ARB AltShares Merger Arbitrage ETF -0.0 67 -2 8.0 +8.7

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

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RESULTS & ESTIMATES

  2018 2019 2020 2021 2022 2023E 2024E
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
  2022 2023E 2024E
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 -0.3 %
Divided by: Fwd. P/BV 4.7 x
Less: Expense ratio 65 bp
Equals: ALTAR Score -0.7 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.42 CATEGORY
AVERAGE		 1.48
 
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.