First Trust Nasdaq Lux Digital Health Solutions ETF
ALTAR
Score™		 1.1% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 44.5x P/Sales
ratio		 3.5x
P/BV
ratio		 4.1x Div.
yield		 -0.2%


  • 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 38
Wgt avg mkt cap (mns) $32,186
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
VEEVA SYSTEMS INC-CLASS A 10.2 %
RESMED INC 9.9 %
IQVIA HOLDINGS INC 7.8 %
DEXCOM INC 7.3 %
INTUITIVE SURGICAL INC 6.7 %
QIAGEN NV 4.9 %
INSULET CORP 4.6 %
HOLOGIC INC 4.4 %
ILLUMINA INC 4.3 %
HIMS & HERS HEALTH, INC. CLASS A 4.3 %
Total 64.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 94.6 %
NETHERLANDS 4.8 %
COSTA RICA 0.5 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru July 31)
Year-to-date 1 year 5 years 10 years Since Incep.
0.4% 8.1% -- -- -4.4%

Market Correlations
versus... Beta R-squared
S&P500 1.42 72%
MSCI EAFE 1.04 44%
MSCI Emg. Mkts. 0.70 21%

Technical Indicators
Recent close $17.37
30d moving avg. $17.34
Annualized volatility 25.6%
Short interest (ETF) 0.4%
Relative strength (RSI) 56

Liquidity measures
Avg. volume (thou.) 1
Turnover 0.5%
Bid/Ask (% of price) 0.78%
ADV underlying (mns) $2,581

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 587 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™: 1.1%


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 45.1 50 15 -0.7 -1.8
FDHT Fidelity Digital Health ETF 35.2 39 26 0.9 -0.2
FMED Fidelity Disruptive Medicine ETF 26.9 50 15 -1.1 -2.2
IHI iShares U.S. Medical Devices ETF 22.7 40 25 3.9 +2.9
XHE SPDR S&P Health Care Equipment ETF 20.3 35 30 3.6 +2.5
HTEC ROBO Global Healthcare Technology and Innovation ETF 20.0 68 -3 2.4 +1.4
PTH Invesco Dorsey Wright Healthcare Momentum ETF 18.2 60 5 -2.6 -3.7
MDEV First Trust Indxx Medical Devices ETF 17.6 70 -5 4.5 +3.5
GDOC Goldman Sachs Future Health Care Equity ETF 15.6 75 -10 2.8 +1.7
ARKG ARK Genomic Revolution ETF 15.3 75 -10 -1.5 -2.5
BBH VanEck Biotech ETF 14.6 35 30 5.7 +4.7
FXH First Trust Health Care AlphaDEX Fund 14.3 62 3 8.6 +7.6
BMED Future Health ETF 14.0 85 -20 0.5 -0.6
MEDI Harbor Health Care ETF 13.3 80 -15 -1.4 -2.5
GNOM Global X Genomics & Biotechnology ETF 13.2 50 15 -3.0 -4.1
RSPH Invesco S&P 500 Equal Weight Health Care ETF 12.0 40 25 8.2 +7.2
HELX Franklin Genomic Advancements ETF 12.0 50 15 -0.2 -1.3
IHF iShares U.S. Healthcare Providers ETF 11.0 40 25 8.6 +7.5
PINK Simplify Health Care ETF 10.7 50 15 1.0 -0.1
FBT First Trust NYSE Arca Biotechnology Index Fund 9.9 56 9 5.3 +4.2
IYH iShares U.S. Healthcare ETF 8.7 40 25 7.1 +6.0
VHT Vanguard Health Care ETF 8.6 9 56 6.2 +5.1
MID American Century Mid Cap Growth Impact ETF 8.5 45 20 3.1 +2.1
IBB iShares Biotechnology ETF 8.2 45 20 0.5 -0.6
NUMG Nuveen ESG Mid-Cap Growth ETF 8.1 31 34 2.5 +1.5
BIBL Inspire 100 ETF 8.1 35 30 5.1 +4.1
WDNA WisdomTree BioRevolution Fund 8.1 45 20 -1.4 -2.5
FHLC Fidelity MSCI Health Care Index ETF 7.6 8 57 6.4 +5.4
DTEC ALPS Disruptive Technologies ETF 7.5 50 15 3.9 +2.8
RJMG FT Raymond James Multicap Growth Equity ETF 7.5 85 -20 2.0 +1.0
BOTZ Global X Robotics & Artificial Intelligence ETF 7.3 69 -4 2.4 +1.3
PBE Invesco Biotechnology & Genome ETF 7.1 58 7 1.3 +0.2
BELT iShares Long-Term U.S. Equity Active ETF 6.9 75 -10 3.0 +1.9
DRUP GraniteShares Nasdaq Select Disruptors ETF 6.8 60 5 3.9 +2.9
XLV Health Care Select Sector SPDR Fund 6.7 8 57 7.8 +6.7
IQM Franklin Intelligent Machines ETF 6.7 50 15 2.0 +1.0
LFSC F/m Emerald Life Sciences Innovation ETF 6.5 79 -14 0.0 -1.1
RFG Invesco S&P Midcap 400 Pure Growth ETF 6.4 35 30 5.3 +4.2
BUL Pacer US Cash Cows Growth ETF 6.3 60 5 6.6 +5.5
XHS SPDR S&P Health Care Services ETF 6.3 35 30 3.1 +2.1
ANEW ProShares MSCI Transformational Changes ETF 5.9 45 20 6.1 +5.0
NBDS Neuberger Berman Disrupters ETF 5.9 55 10 0.7 -0.4
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 5.8 60 5 7.4 +6.4
PSCH Invesco S&P SmallCap Health Care ETF 5.8 29 36 4.4 +3.4
SNSR Global X Internet of Things ETF 5.7 68 -3 4.4 +3.4
SXQG ETC 6 Meridian Quality Growth ETF 5.5 100 -35 4.6 +3.5
XBI SPDR S&P BIOTECH ETF 5.5 35 30 -2.6 -3.7
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 5.3 49 16 4.7 +3.6
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 5.2 75 -10 1.4 +0.3
AGNG Global X Aging Population ETF 5.2 50 15 4.9 +3.8
USRD Themes US R&D Champions ETF 5.1 29 36 4.5 +3.5
IGPT Invesco AI and Next Gen Software ETF 5.0 60 5 4.3 +3.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 4.9 20 45 4.6 +3.5
ARKK ARK Innovation ETF 4.9 75 -10 -2.6 -3.6
TMFX Motley Fool Next Index ETF 4.8 50 15 2.6 +1.5
QQQJ Invesco NASDAQ Next Gen 100 ETF 4.8 15 50 4.7 +3.7
IXJ iShares Global Healthcare ETF 4.7 42 23 7.3 +6.2
QGRO American Century U.S. Quality Growth ETF 4.5 29 36 3.5 +2.5
IWP iShares Russell Mid-Cap Growth ETF 4.4 23 42 3.4 +2.3
BOUT Innovator IBD Breakout Opportunities ETF 4.2 81 -16 2.7 +1.7
PWB Invesco Large Cap Growth ETF 4.2 56 9 3.1 +2.1
OCFS Otter Creek Focus Strategy ETF 4.2 85 -20 4.0 +2.9
FFOG Franklin Focused Growth ETF 4.1 61 4 2.4 +1.3
FYC First Trust Small Cap Growth AlphaDEX Fund 4.0 71 -6 0.5 -0.6
THNR Amplify Weight Loss Drug & Treatment ETF 4.0 59 6 6.8 +5.7
SPYA Twin Oak Endure ETF 4.0 80 -15 -2.1 -3.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 3.9 95 -30 0.5 -0.5
HAPY Harbor Human Capital Factor Unconstrained ETF 3.9 50 15 5.6 +4.5
LRNZ TrueShares Technology, AI & Deep Learning ETF 3.9 69 -4 -0.6 -1.6
VBK Vanguard Small-Cap Growth ETF 3.9 7 58 1.9 +0.9
ROBO ROBO Global Robotics & Automation Index ETF 3.9 95 -30 3.4 +2.4
FDMO Fidelity Momentum Factor ETF 3.8 15 50 3.6 +2.6
FFOX FundX Future Fund Opportunities ETF 3.8 100 -35 4.2 +3.1
FMKT The Free Markets ETF 3.7 76 -11 1.6 +0.5
RUNN Running Oak Efficient Growth ETF 3.6 58 7 4.9 +3.8
AGRW Allspring LT Large Growth ETF 3.6 35 30 3.5 +2.4
VOT Vanguard Mid-Cap Growth ETF 3.6 7 58 3.5 +2.5
FTXH First Trust Nasdaq Pharmaceuticals ETF 3.5 60 5 10.8 +9.7
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.5 65 0 4.6 +3.5
KOMP SPDR S&P Kensho New Economies Composite ETF 3.5 20 45 2.5 +1.5
SAMM Strategas Macro Momentum ETF 3.4 66 -1 2.4 +1.3
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 3.3 60 5 4.6 +3.5
TMFG Motley Fool Global Opportunities ETF 3.3 85 -20 3.9 +2.8
GRPM Invesco S&P MidCap 400 GARP ETF 3.3 35 30 7.5 +6.4
IWO iShares Russell 2000 Growth ETF 3.3 24 41 1.3 +0.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.3 64 1 2.2 +1.2
PSC Principal U.S. Small-Cap ETF 3.3 38 27 6.8 +5.7
VTWG Vanguard Russell 2000 Growth ETF 3.2 10 55 1.4 +0.4
SAMT Strategas Macro Thematic Opportunities ETF 3.2 65 0 2.8 +1.7
FTC First Trust Large Cap Growth AlphaDEX Fund 3.2 59 6 2.7 +1.7
XITK SPDR FactSet Innovative Technology ETF 3.1 45 20 -0.3 -1.4
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.1 39 26 3.6 +2.6
FDWM Fidelity Women's Leadership ETF 3.1 59 6 4.8 +3.8
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.1 65 0 2.1 +1.0
SYNB Putnam BioRevolution ETF 3.1 70 -5 2.9 +1.8
IBBQ Invesco Nasdaq Biotechnology ETF 3.1 19 46 0.4 -0.6
GGRW Gabelli Growth Innovators ETF 3.0 90 -25 2.3 +1.2
BUZZ VanEck Social Sentiment ETF 3.0 75 -10 -0.4 -1.4
BKWO BNY Mellon Women's Opportunities ETF 3.0 50 15 3.6 +2.5
IMCG iShares Morningstar Mid-Cap Growth ETF 3.0 6 59 3.9 +2.9
CGGR Capital Group Growth ETF 2.9 39 26 3.1 +2.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.9 15 50 4.2 +3.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.9 70 -5 2.8 +1.8
DFNV Donoghue Forlines Innovation ETF 2.9 69 -4 4.6 +3.6
IWFG IQ Winslow Focused Large Cap Growth ETF 2.9 65 0 2.9 +1.8
GINN Goldman Sachs Innovate Equity ETF 2.8 52 13 3.7 +2.6
PTL Inspire 500 ETF 2.8 9 56 5.2 +4.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 2.8 38 27 6.2 +5.2
CSMD Congress SMid Growth ETF 2.8 69 -4 3.9 +2.8
XMHQ Invesco S&P MidCap Quality ETF 2.7 25 40 6.5 +5.4
ISCG iShares Morningstar Small-Cap Growth ETF 2.7 6 59 2.9 +1.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.7 65 0 3.5 +2.4
RND First Trust Bloomberg R&D Leaders ETF 2.7 60 5 3.6 +2.6
IJK iShares S&P Mid-Cap 400 Growth ETF 2.7 17 48 5.8 +4.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.7 9 56 4.2 +3.1
MDCP VictoryShares THB Mid Cap ESG ETF 2.7 55 10 5.6 +4.5
PRAY FIS Christian Stock Fund 2.6 69 -4 5.1 +4.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.6 10 55 6.0 +4.9
RPG Invesco S&P 500 Pure Growth ETF 2.6 35 30 3.2 +2.1
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.6 15 50 5.8 +4.8
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.5 30 35 6.6 +5.5
FBOT Fidelity Disruptive Automation ETF 2.5 50 15 3.6 +2.6
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.5 50 15 4.2 +3.2
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.4 35 30 4.0 +3.0
MGRO VanEck Morningstar Wide Moat Growth ETF 2.4 49 16 4.5 +3.4
SMOT VanEck Morningstar SMID Moat ETF 2.4 49 16 6.4 +5.4
JOET Virtus Terranova US Quality Momentum ETF 2.3 29 36 4.7 +3.6
VFMO Vanguard U.S. Momentum Factor ETF 2.3 13 52 3.0 +1.9
FDG American Century Focused Dynamic Growth ETF 2.3 45 20 1.9 +0.9
VB Vanguard Small-Cap ETF 2.3 5 60 6.1 +5.1
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.3 40 25 3.7 +2.7
AVMC Avantis U.S. Mid Cap Equity ETF 2.3 18 47 6.8 +5.8
WTAI WisdomTree Artificial Intelligence and Innovation Fund 2.3 45 20 2.7 +1.7
AFSM First Trust Active Factor Small Cap ETF 2.3 75 -10 7.6 +6.5
IBUY Amplify Online Retail ETF 2.3 65 0 0.9 -0.2
CAML Congress Large Cap Growth ETF 2.3 66 -1 3.4 +2.4
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.3 39 26 3.4 +2.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.2 24 41 7.7 +6.6
FESM Fidelity Enhanced Small Cap ETF 2.2 28 37 7.2 +6.1
TMFM Motley Fool Mid-Cap Growth ETF 2.2 85 -20 2.6 +1.5
TMAT Main Thematic Innovation ETF 2.2 164 -99 -1.5 -2.5
FDLS Inspire Fidelis Multi Factor ETF 2.2 76 -11 5.1 +4.0
IWR iShares Russell Midcap ETF 2.1 19 46 5.7 +4.7
VXF Vanguard Extended Market ETF 2.1 5 60 4.7 +3.6
ETHO Etho Climate Leadership U.S. ETF 2.1 47 18 5.3 +4.3
JGRO JPMorgan Active Growth ETF 2.1 44 21 3.4 +2.3
LRGE ClearBridge Large Cap Growth ESG ETF 2.1 59 6 3.9 +2.8
BEEX BeeHive ETF 2.1 84 -19 4.3 +3.2
SMLF iShares U.S. SmallCap Equity Factor ETF 2.1 15 50 5.9 +4.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.1 9 56 6.1 +5.0
CVAR Cultivar ETF 2.1 87 -22 6.8 +5.7
HAPS Harbor Human Capital Factor US Small Cap ETF 2.0 60 5 3.9 +2.8
RSMC Rockefeller U.S. Small-Mid Cap ETF 2.0 75 -10 4.9 +3.8
SFLO VictoryShares Small Cap Free Cash Flow ETF 2.0 49 16 11.2 +10.1
LIVR Intelligent Livermore ETF 2.0 69 -4 5.4 +4.3
IMCB iShares Morningstar Mid-Cap ETF 2.0 4 61 6.0 +4.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 2.0 35 30 4.2 +3.1
PDP Invesco Dorsey Wright Momentum ETF 2.0 62 3 3.9 +2.8
FYX First Trust Small Cap Core AlphaDEX Fund 2.0 61 4 5.9 +4.8
BKSE BNY Mellon US Small Cap Core Equity ETF 2.0 4 61 5.9 +4.9
FMDE Fidelity Enhanced Mid Cap ETF 2.0 23 42 5.7 +4.7
GQQQ Astoria US Quality Growth Kings ETF 1.9 35 30 4.6 +3.6
QLTY GMO U.S. Quality ETF 1.9 50 15 4.7 +3.7
QGRW WisdomTree U.S. Quality Growth Fund 1.9 28 37 4.2 +3.1
HKND Humankind US Stock ETF 1.9 11 54 7.1 +6.0
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.9 52 13 5.5 +4.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.9 58 7 5.4 +4.4
RSSL Global X Russell 2000 ETF 1.9 8 57 4.4 +3.3
XMMO Invesco S&P MidCap Momentum ETF 1.9 34 31 5.6 +4.5
GRNY Fundstrat Granny Shots US Large Cap ETF 1.9 75 -10 2.6 +1.5
SIZE iShares MSCI USA Size Factor ETF 1.9 15 50 6.0 +5.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.9 24 41 8.1 +7.0
FTGS First Trust Growth Strength ETF 1.9 60 5 5.0 +3.9
QQQS Invesco NASDAQ Future Gen 200 ETF 1.9 20 45 -4.2 -5.2
ITAN Sparkline Intangible Value ETF 1.9 50 15 6.6 +5.5
GVIP Goldman Sachs Hedge Industry VIP ETF 1.9 45 20 3.3 +2.2
IJT iShares S&P Small-Cap 600 Growth ETF 1.9 18 47 5.4 +4.4
BFOR ALPS Barron's 400 ETF 1.9 65 0 5.9 +4.8
FEX First Trust Large Cap Core AlphaDEX Fund 1.9 59 6 5.8 +4.8
ABOT Abacus FCF Innovation Leaders ETF 1.9 69 -4 4.7 +3.6
EUSA iShares MSCI USA Equal Weighted ETF 1.9 9 56 6.1 +5.0
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 1.9 58 7 4.2 +3.2
IWM iShares Russell 2000 ETF 1.8 19 46 4.3 +3.2
VTWO Vanguard Russell 2000 ETF 1.8 7 58 4.3 +3.3
SFYX SoFi Next 500 ETF 1.8 0 65 5.7 +4.7
SLYG SPDR S&P 600 Small Cap Growth ETF 1.8 15 50 5.5 +4.4
TOLL Tema Monopolies and Oligopolies ETF 1.8 75 -10 5.1 +4.0
XJH iShares ESG Screened S&P Mid-Cap ETF 1.8 12 53 7.0 +6.0
VO Vanguard Mid-Cap ETF 1.8 4 61 5.7 +4.6
WCLD WisdomTree Cloud Computing Fund 1.8 45 20 1.6 +0.5
KOCG FIS Knights of Columbus Global Belief ETF 1.7 75 -10 5.2 +4.1
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.7 65 0 3.6 +2.5
MNTL Tema Neuroscience and Mental Health ETF 1.7 75 -10 -1.0 -2.0
AVMV Avantis U.S. Mid Cap Value ETF 1.7 20 45 8.6 +7.5
FDN First Trust Dow Jones Internet Index Fund 1.7 52 13 3.1 +2.0
FDND FT Vest Dow Jones Internet & Target Income ETF 1.7 75 -10 2.9 +1.9
FLQL Franklin LibertyQ U.S. Equity ETF 1.7 15 50 5.3 +4.2
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.7 39 26 5.8 +4.7
MDY SPDR S&P Midcap 400 ETF Trust 1.7 24 41 7.1 +6.0
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.7 43 22 6.1 +5.0
IJH iShares Core S&P Mid-Cap ETF 1.7 5 60 7.3 +6.2
MOTE VanEck Morningstar ESG Moat ETF 1.7 49 16 6.0 +4.9
CANC Tema Oncology ETF 1.7 75 -10 -2.8 -3.9
BLES Inspire Global Hope ETF 1.6 61 4 6.8 +5.7
FCPI Fidelity Stocks for Inflation ETF 1.6 15 50 7.5 +6.5
FQAL Fidelity Quality Factor ETF 1.6 15 50 5.6 +4.6
IVOO Vanguard S&P Mid-Cap 400 ETF 1.6 7 58 7.4 +6.3
JHSC John Hancock Multifactor Small Cap ETF 1.6 42 23 6.6 +5.5
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.6 3 62 7.3 +6.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.6 4 61 6.1 +5.1
ISCB iShares Morningstar Small-Cap ETF 1.6 4 61 6.2 +5.1
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.6 60 5 2.0 +0.9
RGEF Rockefeller Global Equity ETF 1.6 55 10 4.8 +3.7
IBOT Vaneck Robotics ETF 1.6 47 18 4.3 +3.3
RAYD Rayliant Quantitative Developed Market Equity ETF 1.6 80 -15 4.4 +3.4
SMRI Bushido Capital US Equity ETF 1.6 71 -6 9.5 +8.5
JHMM John Hancock Multifactor Mid Cap ETF 1.6 42 23 6.3 +5.3
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.5 60 5 9.4 +8.4
FLV American Century Focused Large Cap Value ETF 1.5 42 23 6.5 +5.4
CATH Global X S&P 500 Catholic Values Custom ETF 1.5 29 36 4.6 +3.6
JPEF JPMorgan Equity Focus ETF 1.5 50 15 4.3 +3.2
SCHA Schwab U.S. Small-Cap ETF 1.5 4 61 5.9 +4.8
SCHM Schwab U.S. Mid-Cap ETF 1.5 4 61 6.6 +5.5
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.5 17 48 5.7 +4.6
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 1.5 49 16 3.8 +2.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.5 12 53 4.5 +3.4
KRMA Global X Conscious Companies ETF 1.5 43 22 5.8 +4.7
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.5 10 55 5.6 +4.5
FLDZ RiverNorth Patriot ETF 1.4 75 -10 6.1 +5.0
MODL VictoryShares WestEnd U.S. Sector ETF 1.4 42 23 4.6 +3.5
NUSC Nuveen ESG Small-Cap ETF 1.4 31 34 5.3 +4.3
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.4 15 50 4.6 +3.6
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.4 15 50 6.0 +4.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.4 10 55 5.1 +4.1
KIE SPDR S&P Insurance ETF 1.4 35 30 6.8 +5.8
RVER Trenchless Fund ETF 1.4 65 0 4.3 +3.2
IWS iShares Russell Mid-Cap Value ETF 1.4 23 42 6.7 +5.6
MOAT VanEck Morningstar Wide Moat ETF 1.4 46 19 5.7 +4.6
THRO iShares U.S. Thematic Rotation Active ETF 1.4 90 -25 4.0 +2.9
STXK Strive Small-Cap ETF 1.4 18 47 5.8 +4.7
RSP Invesco S&P 500 Equal Weight ETF 1.4 20 45 6.5 +5.5
SCHG Schwab U.S. Large-Cap Growth ETF 1.3 4 61 4.0 +2.9
FSMD Fidelity Small-Mid Multifactor ETF 1.3 15 50 7.0 +5.9
LRGC AB US Large Cap Strategic Equities ETF 1.3 48 17 4.4 +3.4
BGRO iShares Large Cap Growth Active ETF 1.3 55 10 3.0 +2.0
XT iShares Exponential Technologies ETF 1.3 46 19 4.9 +3.9
QTOP iShares Nasdaq Top 30 Stocks ETF 1.3 20 45 4.1 +3.0
SPGP Invesco S&P 500 GARP ETF 1.3 34 31 6.4 +5.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.3 39 26 5.3 +4.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.3 14 51 4.8 +3.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.3 7 58 6.0 +4.9
PRNT 3D Printing ETF 1.3 66 -1 1.3 +0.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.3 9 56 4.9 +3.8
QQMG Invesco ESG NASDAQ 100 ETF 1.2 20 45 4.1 +3.1
EQAL Invesco Russell 1000 Equal Weight ETF 1.2 20 45 6.8 +5.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.2 60 5 3.9 +2.9
FNX First Trust Mid Cap Core AlphaDEX Fund 1.2 60 5 7.3 +6.2
COWZ Pacer US Cash Cows 100 ETF 1.2 49 16 9.3 +8.3
JSTC Adasina Social Justice All Cap Global ETF 1.2 89 -24 4.8 +3.7
IJR iShares Core S&P Small Cap ETF 1.2 6 59 7.6 +6.5
ONEQ Fidelity Nasdaq Composite Index ETF 1.2 21 44 3.7 +2.6
MTUM iShares MSCI USA Momentum Factor ETF 1.2 15 50 3.5 +2.4
CFA VictoryShares US 500 Volatility Wtd ETF 1.2 35 30 5.9 +4.8
SQLV Royce Quant Small-Cap Quality Value ETF 1.2 60 5 9.2 +8.1
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.2 20 45 7.6 +6.5
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.2 40 25 5.8 +4.7
NULC Nuveen ESG Large-Cap ETF 1.2 21 44 4.6 +3.6
VFQY Vanguard U.S. Quality Factor ETF 1.2 13 52 6.3 +5.3
GURU Global X Guru Index ETF 1.2 75 -10 3.0 +1.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.1 15 50 7.2 +6.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.1 29 36 4.4 +3.4
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.1 25 40 5.4 +4.3
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.1 3 62 7.6 +6.5
SPLV Invesco S&P 500 Low Volatility ETF 1.1 25 40 5.3 +4.3
QQQ Invesco QQQ Trust Series I 1.1 20 45 4.1 +3.0
HLAL Wahed FTSE USA Shariah ETF 1.1 50 15 4.7 +3.7
QQQM Invesco NASDAQ 100 ETF 1.1 15 50 4.1 +3.0
ABFL Abacus FCF Leaders ETF 1.1 59 6 5.3 +4.2
STXM Strive Mid-Cap ETF 1.1 18 47 6.1 +5.1
ILCG iShares Morningstar Growth ETF 1.1 4 61 3.6 +2.5
MOTG VanEck Morningstar Global Wide Moat ETF 1.1 52 13 7.7 +6.7
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.1 49 16 3.8 +2.7
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.1 30 35 8.2 +7.2
XJR iShares ESG Screened S&P Small-Cap ETF 1.1 12 53 7.3 +6.2
SPHB Invesco S&P 500 High Beta ETF 1.1 25 40 4.6 +3.6
ALTL Pacer Lunt Large Cap Alternator ETF 1.1 60 5 4.2 +3.2
ROE Astoria US Quality Kings ETF 1.1 49 16 6.5 +5.5
VBR Vanguard Small Cap Value ETF 1.1 7 58 9.1 +8.0
DFAS Dimensional U.S. Small Cap ETF 1.1 26 39 6.3 +5.3
REVS Columbia Research Enhanced Value ETF 1.1 19 46 7.5 +6.5
TAX Cambria Tax Aware ETF 1.1 49 16 5.0 +3.9
RFFC ALPS Active Equity Opportunity ETF 1.1 48 17 4.4 +3.3
HLGE Hartford Longevity Economy ETF 1.1 44 21 -0.4 -1.4
PEXL Pacer US Export Leaders ETF 1.1 60 5 4.5 +3.5
XMAG Defiance Large Cap ex-Mag 7 ETF 1.1 35 30 5.1 +4.0
ROSC Hartford Multifactor Small Cap ETF 1.1 34 31 9.2 +8.1
PRXG Praxis Impact Large Cap Growth ETF 1.1 36 29 3.6 +2.6
AIEQ AI Powered Equity ETF 1.1 75 -10 3.7 +2.6
JMOM JPMorgan U.S. Momentum Factor ETF 1.0 12 53 4.5 +3.4
DFSU Dimensional US Sustainability Core 1 ETF 1.0 18 47 5.3 +4.3
VUSE Vident U.S. Equity Strategy ETF 1.0 50 15 4.5 +3.5
LGRO Level Four Large Cap Growth Active ETF 1.0 55 10 3.7 +2.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.0 25 40 5.3 +4.3
FUNL CornerCap Fundametrics Large-Cap ETF 1.0 50 15 7.2 +6.1
ONEO SPDR Russell 1000 Momentum Focus ETF 1.0 20 45 6.9 +5.9
HAPI Harbor Human Capital Factor US Large Cap ETF 1.0 36 29 4.8 +3.7
VUG Vanguard Growth ETF 1.0 4 61 4.0 +2.9
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.0 35 30 7.1 +6.1
IMCV iShares Morningstar Mid-Cap Value ETF 1.0 6 59 8.0 +7.0
IWF iShares Russell 1000 Growth ETF 1.0 19 46 4.4 +3.3
VONG Vanguard Russell 1000 Growth ETF 1.0 7 58 4.4 +3.4
VIOO Vanguard S&P Small-Cap 600 ETF 1.0 7 58 7.6 +6.5
SMAP Amplify Small-Mid Cap Equity ETF 1.0 60 5 5.5 +4.4
USXF iShares ESG Advanced MSCI USA ETF 1.0 10 55 4.5 +3.5
TMFC Motley Fool 100 Index ETF 1.0 50 15 3.5 +2.4
RNMC First Trust Mid Cap US Equity Select ETF 1.0 60 5 6.4 +5.3
SPXT ProShares S&P 500 Ex-Technology ETF 1.0 9 56 5.5 +4.5
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.0 20 45 5.5 +4.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.0 45 20 4.4 +3.4
GVLU Gotham 1000 Value ETF 1.0 50 15 8.9 +7.8
SIXL ETC 6 Meridian Low Beta Equity ETF 1.0 80 -15 6.1 +5.0
SMCF Themes US Small Cap Cash Flow Champions ETF 1.0 29 36 11.9 +10.8
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.9 15 50 4.9 +3.8
ESGV Vanguard ESG U.S. Stock ETF 0.9 9 56 4.7 +3.6
IUSG iShares Core S&P U.S. Growth ETF 0.9 4 61 4.2 +3.1
ARKQ ARK Autonomous Technology & Robotics ETF 0.9 75 -10 0.5 -0.6
GLBL Pacer MSCI World Industry Advantage ETF 0.9 65 0 4.1 +3.1
FSST Fidelity Sustainable U.S. Equity ETF 0.9 59 6 4.3 +3.2
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.9 25 40 7.8 +6.8
CRTC Xtrackers US National Critical Technologies ETF 0.9 35 30 4.8 +3.7
ESIX SPDR S&P SmallCap 600 ESG ETF 0.9 12 53 7.9 +6.8
FNDA Schwab Fundamental US Small Co. Index ETF 0.9 25 40 8.2 +7.1
ACVF American Conservative Values ETF 0.9 75 -10 4.3 +3.3
EQWL Invesco S&P 100 Equal Weight ETF 0.9 25 40 6.2 +5.1
CHGX AXS Change Finance ESG ETF 0.9 49 16 4.8 +3.7
ABLS Abacus FCF Small Cap Leaders ETF 0.9 59 6 6.0 +5.0
ADME Aptus Drawdown Managed Equity ETF 0.9 79 -14 4.1 +3.0
SPMO Invesco S&P 500 Momentum ETF 0.9 13 52 3.6 +2.5
DEUS Xtrackers Russell US Multifactor ETF 0.9 17 48 7.0 +5.9
AFMC First Trust Active Factor Mid Cap ETF 0.9 65 0 8.4 +7.3
JHML John Hancock Multifactor Large Cap ETF 0.9 29 36 5.3 +4.3
STXG Strive 1000 Growth ETF 0.9 18 47 3.8 +2.8
TTAC FCF US Quality ETF 0.8 59 6 6.2 +5.2
SGLC SGI U.S. Large Cap Core ETF 0.8 85 -20 4.0 +2.9
WCEO Hypatia Women CEO ETF 0.8 85 -20 3.7 +2.7
VOOG Vanguard S&P 500 Growth ETF 0.8 7 58 4.1 +3.0
IVW iShares S&P 500 Growth ETF 0.8 18 47 4.0 +2.9
OGIG ALPS O'Shares Global Internet Giants ETF 0.8 48 17 1.6 +0.5
SPYG SPDR Portfolio S&P 500 Growth ETF 0.8 4 61 4.1 +3.0
PSET Principal Quality ETF 0.8 15 50 5.3 +4.2
TMFS Motley Fool Small-Cap Growth ETF 0.8 85 -20 3.6 +2.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.8 11 54 4.9 +3.8
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.8 19 46 5.3 +4.2
ULVM VictoryShares US Value Momentum ETF 0.8 20 45 7.3 +6.2
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.8 79 -14 4.5 +3.4
VOTE TCW Transform 500 ETF 0.8 5 60 4.8 +3.8
FPX First Trust US Equity Opportunities ETF 0.8 61 4 1.0 -0.1
SPXN ProShares S&P 500 Ex-Financials ETF 0.8 9 56 4.9 +3.8
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.8 35 30 9.3 +8.3
RNIN Bushido Capital US SMID Cap Equity ETF 0.8 70 -5 10.3 +9.2
NULG Nuveen ESG Large-Cap Growth ETF 0.8 26 39 3.3 +2.2
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.8 35 30 7.7 +6.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.8 3 62 4.9 +3.8
VTHR Vanguard Russell 3000 ETF 0.8 7 58 4.8 +3.8
IWV iShares Russell 3000 ETF 0.8 20 45 4.7 +3.7
BKLC BNY Mellon US Large Cap Core Equity ETF 0.8 0 65 4.9 +3.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.8 2 63 4.9 +3.8
VTI Vanguard Total Stock Market ETF 0.8 3 62 4.9 +3.8
EGUS iShares ESG Aware MSCI USA Growth ETF 0.8 18 47 3.9 +2.8
SHUS Syntax Stratified U.S. Total Market Hedged ETF 0.8 65 0 6.4 +5.3
SSPY Syntax Stratified LargeCap ETF 0.8 30 35 6.7 +5.6
DFUS Dimensional U.S. Equity ETF 0.8 9 56 4.8 +3.7
SCHB Schwab U.S. Broad Market ETF 0.8 3 62 5.0 +3.9
DSPY Tema S&P 500 Historical Weight ETF 0.8 18 47 5.1 +4.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.8 7 58 4.8 +3.7
QLC FlexShares US Quality Large Cap Index Fund 0.8 25 40 5.4 +4.3
ESGU iShares ESG Aware MSCI USA ETF 0.7 15 50 4.7 +3.6
PRN Invesco Dorsey Wright Industrials Momentum ETF 0.7 60 5 3.5 +2.4
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.7 47 18 8.9 +7.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.7 9 56 5.2 +4.1
IYY iShares Dow Jones U.S. ETF 0.7 20 45 4.8 +3.7
SDG iShares MSCI Global Sustainable Development Goals ETF 0.7 49 16 5.8 +4.8
QNXT iShares Nasdaq-100 ex Top 30 ETF 0.7 20 45 4.4 +3.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.7 25 40 5.6 +4.6
IWB iShares Russell 1000 ETF 0.7 15 50 4.8 +3.8
VONE Vanguard Russell 1000 ETF 0.7 7 58 4.9 +3.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.7 18 47 7.7 +6.6
PBUS Invesco MSCI USA ETF 0.7 4 61 4.8 +3.8
SFY SoFi Select 500 ETF 0.7 0 65 4.4 +3.3
DSI iShares MSCI KLD 400 Social ETF 0.7 25 40 4.8 +3.7
SCHX Schwab U.S. Large-Cap ETF 0.7 3 62 4.9 +3.9
SCHK Schwab 1000 Index ETF 0.7 5 60 5.0 +3.9
DCOR Dimensional US Core Equity 1 ETF 0.7 14 51 5.3 +4.3
ILCB iShares Morningstar U.S. Equity ETF 0.7 3 62 4.8 +3.7
EES WisdomTree U.S. SmallCap Fund 0.7 38 27 8.6 +7.6
FBCG Fidelity Blue Chip Growth ETF 0.7 59 6 2.8 +1.7
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.7 12 53 4.5 +3.5
IWY iShares Russell Top 200 Growth ETF 0.7 20 45 4.5 +3.5
TOV JLens 500 Jewish Advocacy U.S. ETF 0.7 18 47 4.6 +3.5
DFAC Dimensional U.S. Core Equity 2 ETF 0.7 17 48 5.5 +4.4
SPXE ProShares S&P 500 Ex-Energy ETF 0.7 9 56 4.8 +3.7
APUE ActivePassive U.S. Equity ETF 0.7 45 20 4.6 +3.5
ISMD Inspire Small/Mid Cap ETF 0.7 54 11 5.5 +4.4
MGK Vanguard Mega Cap Growth ETF 0.7 7 58 4.1 +3.0
QUS SPDR MSCI USA StrategicFactors ETF 0.7 15 50 5.7 +4.6
MILN Global X Millennial Consumer ETF 0.7 50 15 3.6 +2.6
RECS Columbia Research Enhanced Core ETF 0.7 15 50 5.6 +4.6
MAGA Point Bridge America First ETF 0.7 72 -7 5.7 +4.6
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.7 3 62 5.1 +4.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.7 75 -10 4.0 +2.9
SKYY First Trust Cloud Computing ETF 0.6 60 5 2.8 +1.8
DFAU Dimensional US Core Equity Market ETF 0.6 12 53 5.0 +3.9
TPSC Timothy Plan US Small Cap Core ETF 0.6 52 13 6.7 +5.7
XVV iShares ESG Screened S&P 500 ETF 0.6 8 57 4.8 +3.7
STRV Strive 500 ETF 0.6 5 60 4.8 +3.7
USMF WisdomTree U.S. Multifactor Fund 0.6 28 37 7.0 +5.9
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 0.6 29 36 6.6 +5.6
XDAT Franklin Exponential Data ETF 0.6 50 15 2.1 +1.1
VFMF Vanguard U.S. Multifactor ETF 0.6 18 47 7.9 +6.8
EZM WisdomTree U.S. MidCap Fund 0.6 38 27 9.0 +7.9
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.6 10 55 4.3 +3.3
KOKU Xtrackers MSCI Kokusai Equity ETF 0.6 9 56 5.2 +4.1
JSML Janus Henderson Small Cap Growth Alpha ETF 0.6 30 35 7.8 +6.7
RNSC Furst Trust Small Cap US Equity Select ETF 0.6 60 5 5.8 +4.8
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.6 35 30 7.1 +6.1
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.6 59 6 6.1 +5.0
XSHQ Invesco S&P SmallCap Quality ETF 0.6 29 36 7.1 +6.0
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.6 20 45 4.7 +3.6
VV Vanguard Large-Cap ETF 0.6 4 61 4.8 +3.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.6 20 45 5.0 +3.9
FTA First Trust Large Cap Value AlphaDEX Fund 0.6 59 6 8.9 +7.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.6 12 53 5.2 +4.1
IVV iShares Core S&P 500 ETF 0.6 3 62 4.9 +3.9
SPY SPDR S&P 500 ETF Trust 0.6 9 56 4.9 +3.8
VOO Vanguard S&P 500 ETF 0.6 3 62 5.0 +3.9
SPLG SPDR Portfolio S&P 500 ETF 0.6 2 63 4.9 +3.9
QDEF FlexShares Quality Dividend Defensive Index Fund 0.6 37 28 6.0 +4.9
HART IQ Healthy Hearts ETF 0.6 45 20 6.6 +5.6
RVRB Reverb ETF 0.6 30 35 4.5 +3.5
AVUS Avantis U.S. Equity ETF 0.6 15 50 5.7 +4.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.6 29 36 6.4 +5.4
QDF FlexShares Quality Dividend Index Fund 0.6 37 28 6.2 +5.1
TOK iShares MSCI Kokusai ETF 0.5 26 39 5.0 +4.0
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.5 10 55 4.3 +3.2
IJJ iShares S&P Mid-Cap 400 Value ETF 0.5 18 47 8.6 +7.6
IDNA iShares Genomics Immunology and Healthcare ETF 0.5 47 18 -2.2 -3.2
SUSL iShares ESG MSCI USA Leaders ETF 0.5 10 55 4.9 +3.9
ARVR First Trust Indxx Metaverse ETF 0.5 70 -5 4.0 +2.9
NIXT Research Affiliates Deletions ETF 0.5 9 56 8.7 +7.6
MDYV SPDR S&P 400 Mid Cap Value ETF 0.5 15 50 8.7 +7.6
FELG Fidelity Enhanced Large Cap Growth ETF 0.5 18 47 4.6 +3.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.5 10 55 8.8 +7.7
URTH iShares MSCI World ETF 0.5 24 41 5.1 +4.0
XLG Invesco S&P 500 Top 50 ETF 0.5 20 45 4.1 +3.1
JQUA JPMorgan U.S. Quality Factor ETF 0.5 12 53 5.8 +4.8
RCGE RockCreek Global Equality ETF 0.5 95 -30 6.7 +5.6
SMMD iShares Russell 2500 ETF 0.5 15 50 6.1 +5.1
INRO iShares U.S. Industry Rotation Active ETF 0.5 42 23 4.2 +3.2
SPHQ Invesco S&P 500 Quality ETF 0.5 15 50 5.5 +4.4
IWC iShares Micro-Cap ETF 0.5 60 5 -0.8 -1.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.5 15 50 7.7 +6.7
IJS iShares S&P Small-Cap 600 Value ETF 0.5 18 47 9.7 +8.6
AOTG AOT Growth and Innovation ETF 0.5 75 -10 1.7 +0.7
JAVA JPMorgan Active Value ETF 0.5 44 21 6.4 +5.3
DXUV Dimensional US Vector Equity ETF 0.5 28 37 6.2 +5.1
QWLD SPDR MSCI World StrategicFactors ETF 0.5 30 35 5.9 +4.9
VT Vanguard Total World Stock ETF 0.5 6 59 5.9 +4.8
DSTL Distillate US Fundamental Stability & Value ETF 0.5 39 26 8.2 +7.1
OPTZ Optimize Strategy Index ETF 0.5 50 15 4.6 +3.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.5 20 45 5.6 +4.6
KLMN Invesco MSCI North America Climate ETF 0.5 9 56 4.9 +3.9
CZA Invesco Zacks Mid-Cap ETF 0.5 72 -7 6.5 +5.4
ACWI iShares MSCI ACWI ETF 0.5 32 33 5.5 +4.5
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.5 10 55 9.7 +8.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.5 18 47 5.8 +4.7
SLYV SPDR S&P 600 Small Cap Value ETF 0.5 15 50 9.7 +8.7
RWK Invesco S&P MidCap 400 Revenue ETF 0.5 39 26 9.3 +8.3
VSLU Applied Finance Valuation Large Cap ETF 0.5 49 16 5.6 +4.5
AVSU Avantis Responsible U.S. Equity ETF 0.5 15 50 6.0 +4.9
IWD iShares Russell 1000 Value ETF 0.4 19 46 6.4 +5.3
GVUS Marketbeta Russell 1000 Value Equity ETF 0.4 12 53 6.5 +5.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.4 10 55 4.9 +3.9
NUMV Nuveen ESG Mid-Cap Value ETF 0.4 31 34 6.9 +5.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.4 15 50 7.9 +6.8
OEF iShares S&P 100 ETF 0.4 20 45 4.5 +3.4
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.4 39 26 9.6 +8.5
AVIE Avantis  Inflation Focused Equity ETF 0.4 25 40 7.3 +6.3
FELV Fidelity Enhanced Large Cap Value ETF 0.4 18 47 6.7 +5.6
VONV Vanguard Russell 1000 Value ETF 0.4 7 58 6.5 +5.5
EVUS iShares ESG Aware MSCI USA Value ETF 0.4 18 47 6.5 +5.4
VEGN US Vegan Climate ETF 0.4 60 5 4.5 +3.4
ISCV iShares Morningstar Small Cap Value ETF 0.4 6 59 9.2 +8.2
OALC OneAscent Large Cap Core ETF 0.4 86 -21 4.1 +3.0
VFMV Vanguard U.S. Minimum Volatility ETF 0.4 13 52 5.7 +4.6
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.4 25 40 11.1 +10.0
IUS Invesco RAFI Strategic US ETF 0.4 19 46 6.9 +5.8
EPS WisdomTree U.S. LargeCap Fund 0.4 8 57 5.7 +4.6
IAK iShares U.S. Insurance ETF 0.4 40 25 7.0 +5.9
GSPY Gotham Enhanced 500 ETF 0.4 50 15 5.2 +4.2
MGC Vanguard Mega Cap ETF 0.4 7 58 4.6 +3.6
SAGP Strategas Global Policy Opportunities ETF 0.4 65 0 5.4 +4.3
EBI Longview Advantage ETF 0.4 35 30 6.5 +5.4
LRND IQ U.S. Large Cap R&D Leaders ETF 0.4 14 51 5.4 +4.3
IWL iShares Russell Top 200 ETF 0.4 15 50 4.6 +3.6
QUAL iShares MSCI USA Quality Factor ETF 0.4 15 50 5.4 +4.3
DFVX Dimensional US Large Cap Vector ETF 0.4 22 43 6.2 +5.2
SPMV Invesco S&P 500 Minimum Variance ETF 0.3 10 55 5.4 +4.3
HDUS Hartford Disciplined US Equity ETF 0.3 19 46 5.7 +4.6
FAB First Trust Multi Cap Value AlphaDEX Fund 0.3 67 -2 9.8 +8.7
VLU SPDR S&P 1500 Value Tilt ETF 0.3 12 53 7.4 +6.3
KLMT Invesco MSCI Global Climate 500 ETF 0.3 10 55 5.7 +4.7
ROUS Hartford Multifactor US Equity ETF 0.3 19 46 7.0 +6.0
PRF Invesco FTSE RAFI US 1000 ETF 0.3 39 26 6.8 +5.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 56 5.7 +4.6
FNDB Schwab Fundamental US Broad Market Index ETF 0.3 25 40 7.2 +6.2
VOE Vanguard Mid-Cap Value ETF 0.3 7 58 7.6 +6.5
IUSV iShares Core S&P US Value ETF 0.3 4 61 6.4 +5.3
DFUV Dimensional US Marketwide Value ETF 0.3 22 43 7.5 +6.4
VOOV Vanguard S&P 500 Value ETF 0.3 7 58 6.3 +5.2
IVE iShares S&P 500 Value ETF 0.3 18 47 6.1 +5.1
SPYV SPDR Portfolio S&P 500 Value ETF 0.3 4 61 6.3 +5.2
CALF Pacer US Small Cap Cash Cows 100 ETF 0.3 59 6 10.7 +9.6
IWN iShares Russell 2000 Value ETF 0.3 24 41 7.3 +6.2
DFLV Dimensional US Large Cap Value ETF 0.3 22 43 7.7 +6.7
DFAT Dimensional U.S. Targeted Value ETF 0.3 28 37 9.2 +8.1
CCMG CCM Global Equity ETF 0.3 34 31 8.4 +7.3
VTWV Vanguard Russell 2000 Value ETF 0.3 10 55 7.3 +6.2
SUSA iShares MSCI USA ESG Select ETF 0.3 25 40 4.7 +3.6
FNDX Schwab Fundamental US Large Co. Index ETF 0.3 25 40 7.2 +6.1
RWL Invesco S&P 500 Revenue ETF 0.2 39 26 6.8 +5.8
STXD Strive 1000 Dividend Growth ETF 0.2 35 30 4.8 +3.7
SNPV Xtrackers S&P 500 Value ESG ETF 0.2 15 50 6.7 +5.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.2 19 46 6.3 +5.3
RAFE PIMCO RAFI ESG U.S. ETF 0.2 29 36 7.1 +6.0
AFLG First Trust Active Factor Large Cap ETF 0.2 55 10 6.3 +5.2
QVML Invesco S&P 500 QVM Multi-factor ETF 0.2 11 54 5.1 +4.0
FYT First Trust Small Cap Value AlphaDEX Fund 0.2 73 -8 10.5 +9.4
PRXV Praxis Impact Large Cap Value ETF 0.2 36 29 6.5 +5.4
AVUQ Avantis U.S. Quality ETF 0.2 15 50 4.4 +3.3
GLOF iShares Global Equity Factor ETF 0.2 20 45 6.5 +5.4
ILCV iShares Morningstar Value ETF 0.2 4 61 6.4 +5.4
LRGF iShares U.S. Equity Factor ETF 0.2 8 57 5.4 +4.3
VIG Vanguard Dividend Appreciation ETF 0.2 5 60 5.6 +4.5
AVSC Avantis U.S Small Cap Equity ETF 0.2 25 40 5.5 +4.5
GOP Unusual Whales Subversive Republican Trading ETF 0.2 50 15 5.5 +4.5
ACWV iShares MSCI Global Min Vol Factor ETF 0.2 20 45 6.2 +5.1
NACP Impact Shares NAACP Minority Empowerment ETF 0.2 49 16 4.8 +3.7
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.2 32 33 4.9 +3.9
WRND IQ Global Equity R&D Leaders ETF 0.2 18 47 8.2 +7.2
LVOL American Century Low Volatility ETF 0.2 29 36 4.9 +3.8
VALQ American Century U.S. Quality Value ETF 0.2 29 36 7.7 +6.6
PFM Invesco Dividend Achievers ETF 0.2 53 12 5.3 +4.2
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.2 20 45 6.2 +5.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.2 7 58 5.1 +4.0
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 40 9.7 +8.6
WOMN Impact Shares YWCA Women's Empowerment ETF 0.1 75 -10 5.3 +4.3
SNPE Xtrackers S&P 500 ESG ETF 0.1 10 55 5.1 +4.0
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 47 3.7 +2.7
AVLV Avantis U.S. Large Cap Value ETF 0.1 15 50 7.7 +6.7
USMV iShares MSCI USA Min Vol Factor ETF 0.1 15 50 5.8 +4.7
LQPE PEO AlphaQuest Thematic PE ETF 0.1 125 -60 5.3 +4.2
VTV Vanguard Value ETF 0.1 4 61 6.9 +5.8
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 23 5.4 +4.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.1 8 57 4.9 +3.9
DGRW WisdomTree US Quality Dividend Growth Fund 0.1 28 37 5.4 +4.4
SNPG Xtrackers S&P 500 Growth ESG ETF 0.1 15 50 4.5 +3.4
TXS Texas Capital Texas Equity Index ETF 0.1 49 16 5.6 +4.6
DFSV Dimensional US Small Cap Value ETF 0.1 31 34 9.9 +8.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 40 5.9 +4.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.1 29 36 8.2 +7.1
NANC Unusual Whales Subversive Democratic Trading ETF 0.1 75 -10 3.7 +2.6
AUSF Global X Adaptive U.S. Factor ETF 0.1 27 38 8.7 +7.6
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 61 6.7 +5.6
DGRO iShares Core Dividend Growth ETF 0.1 8 57 6.5 +5.5
STXV Strive 1000 Value ETF 0.1 18 47 8.0 +6.9
PKW Invesco Buyback Achievers ETF 0.1 62 3 7.1 +6.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.1 30 35 4.4 +3.3
SHE SPDR MSCI USA Gender Diversity ETF 0.1 20 45 5.0 +3.9
VFVA Vanguard U.S. Value Factor ETF 0.1 13 52 10.8 +9.7
DLN WisdomTree U.S. LargeCap Dividend Fund 0.0 28 37 5.9 +4.9
DTD WisdomTree U.S. Total Dividend Fund 0.0 28 37 6.3 +5.2
FELC Fidelity Enhanced Large Cap Core ETF 0.0 18 47 5.2 +4.1
FNCL Fidelity MSCI Financials Index ETF 0.0 8 57 6.3 +5.2
VFH Vanguard Financials ETF 0.0 9 56 6.3 +5.2
PNQI Invesco NASDAQ Internet ETF 0.0 60 5 3.3 +2.3
DUHP Dimensional US High Profitability ETF 0.0 21 44 6.3 +5.2
NULV Nuveen ESG Large-Cap Value ETF 0.0 26 39 6.3 +5.2

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 6.5 %
Divided by: Fwd. P/BV 3.8 x
Less: Expense ratio 65 bp
Equals: ALTAR Score 1.1 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.53 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.