First Trust Nasdaq Lux Digital Health Solutions ETF
ALTAR
Score™		 0.8% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 51.2x P/Sales
ratio		 3.6x
P/BV
ratio		 4.5x 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) $34,301
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 8.9 %
IQVIA HOLDINGS INC 8.3 %
VEEVA SYSTEMS INC-CLASS A 8.3 %
RESMED INC 6.9 %
DEXCOM INC 5.5 %
GUARDANT HEALTH, INC. 5.1 %
ILLUMINA INC 4.6 %
NATERA INC 4.5 %
EXACT SCIENCES CORP 4.3 %
HOLOGIC INC 4.2 %
Total 60.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 95.3 %
NETHERLANDS 3.5 %
COSTA RICA 0.9 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
8.5% 12.2% -- -- -2.0%

Market Correlations
versus... Beta R-squared
S&P500 1.56 71%
MSCI EAFE 0.92 33%
MSCI Emg. Mkts. 0.67 20%

Technical Indicators
Recent close $18.45
30d moving avg. $18.03
Annualized volatility 23.9%
Short interest (ETF) 0.4%
Relative strength (RSI) 57

Liquidity measures
Avg. volume (thou.) 1
Turnover 0.7%
Bid/Ask (% of price) 0.31%
ADV underlying (mns) $2,581

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 592 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 42.7 50 15 -0.6 -1.5
FDHT Fidelity Digital Health ETF 36.6 39 26 1.5 +0.7
FMED Fidelity Disruptive Medicine ETF 26.9 50 15 -0.7 -1.5
IHI iShares U.S. Medical Devices ETF 24.2 40 25 4.1 +3.3
HTEC ROBO Global Healthcare Technology and Innovation ETF 21.5 68 -3 2.3 +1.5
XHE State Street SPDR S&P Health Care Equipment ETF 21.1 35 30 3.5 +2.7
ARKG ARK Genomic Revolution ETF 19.9 75 -10 0.0 -0.8
MDEV First Trust Indxx Medical Devices ETF 19.2 70 -5 4.8 +4.0
GNOM Global X Genomics & Biotechnology ETF 16.1 50 15 -2.9 -3.7
PTH Invesco Dorsey Wright Healthcare Momentum ETF 15.7 60 5 -1.0 -1.8
BBH VanEck Biotech ETF 15.3 35 30 5.6 +4.7
BMED Future Health ETF 15.1 85 -20 0.3 -0.5
GDOC Goldman Sachs Future Health Care Equity ETF 15.1 75 -10 2.7 +1.8
MEDI Harbor Health Care ETF 14.9 80 -15 -1.9 -2.7
HELX Franklin Genomic Advancements ETF 13.9 50 15 -0.4 -1.2
FXH First Trust Health Care AlphaDEX Fund 13.8 62 3 8.1 +7.3
FBT First Trust NYSE Arca Biotechnology Index Fund 12.4 56 9 3.1 +2.3
PINK Simplify Health Care ETF 11.2 50 15 0.9 +0.0
RSPH Invesco S&P 500 Equal Weight Health Care ETF 11.1 40 25 8.1 +7.2
IHF iShares U.S. Healthcare Providers ETF 11.0 40 25 8.0 +7.2
NUMG Nuveen ESG Mid-Cap Growth ETF 9.7 31 34 2.6 +1.8
AGIQ Sofi Agentic AI ETF 9.7 69 -4 1.8 +1.0
WDNA WisdomTree BioRevolution Fund 9.3 45 20 -2.4 -3.2
LFSC F/m Emerald Life Sciences Innovation ETF 9.2 79 -14 0.0 -0.8
PBE Invesco Biotechnology & Genome ETF 8.8 58 7 1.7 +0.9
MID American Century Mid Cap Growth Impact ETF 8.7 45 20 3.4 +2.6
IYH iShares U.S. Healthcare ETF 8.5 40 25 6.6 +5.8
VHT Vanguard Health Care ETF 8.4 9 56 5.8 +4.9
IBB iShares Biotechnology ETF 8.1 45 20 -0.0 -0.9
DTEC ALPS Disruptive Technologies ETF 8.0 50 15 3.7 +2.8
BIBL Inspire 100 ETF 7.9 35 30 5.2 +4.3
BELT iShares Long-Term U.S. Equity Active ETF 7.7 75 -10 3.2 +2.4
FHLC Fidelity MSCI Health Care Index ETF 7.7 8 57 6.0 +5.2
BOTZ Global X Robotics & Artificial Intelligence ETF 7.7 69 -4 2.1 +1.2
XHS State Street SPDR S&P Health Care Services ETF 7.3 35 30 4.2 +3.3
RJMG FT Raymond James Multicap Growth Equity ETF 7.0 85 -20 3.0 +2.2
DRUP GraniteShares Nasdaq Select Disruptors ETF 6.8 60 5 4.2 +3.3
DIVE Dana Concentrated Dividend ETF 6.5 65 0 8.4 +7.6
XLV The Health Care Select Sector SPDR Fund 6.5 8 57 7.4 +6.5
RFG Invesco S&P Midcap 400 Pure Growth ETF 6.4 35 30 5.4 +4.6
ARKK ARK Innovation ETF 6.3 75 -10 -2.5 -3.3
FFOX FundX Future Fund Opportunities ETF 6.3 100 -35 4.1 +3.3
IQM Franklin Intelligent Machines ETF 6.0 50 15 2.0 +1.2
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 5.8 65 0 4.5 +3.7
PSCH Invesco S&P SmallCap Health Care ETF 5.8 29 36 4.0 +3.1
XBI State Street SPDR S&P Biotech ETF 5.4 35 30 -2.2 -3.1
TMFX Motley Fool Next Index ETF 5.4 50 15 3.3 +2.5
BUL Pacer US Cash Cows Growth ETF 5.4 60 5 5.2 +4.3
HRTS Tema Heart & Health ETF 5.4 75 -10 2.3 +1.4
NBDS Neuberger Berman Disrupters ETF 5.3 55 10 0.7 -0.1
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 3.7 +2.9
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 5.1 60 5 6.7 +5.9
AGNG Global X Aging Population ETF 4.7 50 15 4.8 +3.9
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 4.6 20 45 4.4 +3.6
IXJ iShares Global Healthcare ETF 4.6 42 23 7.0 +6.1
HAPY Harbor Human Capital Factor Unconstrained ETF 4.6 50 15 5.8 +4.9
FMKT The Free Markets ETF 4.5 76 -11 3.5 +2.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 4.5 15 50 4.8 +3.9
IGPT Invesco AI and Next Gen Software ETF 4.5 60 5 4.2 +3.4
SPYA Twin Oak Endure ETF 4.5 80 -15 -0.4 -1.3
QMOM Alpha Architect U.S. Quantitative Momentum ETF 4.4 39 26 2.8 +2.0
USRD Themes US R&D Champions ETF 4.4 29 36 4.7 +3.9
SNSR Global X Internet of Things ETF 4.4 68 -3 4.8 +4.0
IWP iShares Russell Mid-Cap Growth ETF 4.3 23 42 3.3 +2.4
ANEW ProShares MSCI Transformational Changes ETF 4.3 45 20 5.2 +4.4
VBK Vanguard Small-Cap Growth ETF 4.2 7 58 1.8 +1.0
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 4.1 95 -30 0.2 -0.6
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 4.1 49 16 4.8 +4.0
FDMO Fidelity Momentum Factor ETF 4.0 15 50 3.6 +2.8
FFOG Franklin Focused Growth ETF 4.0 61 4 2.5 +1.7
SAMM Strategas Macro Momentum ETF 3.9 66 -1 2.3 +1.4
LRNZ TrueShares Technology, AI & Deep Learning ETF 3.9 69 -4 -0.8 -1.6
FYC First Trust Small Cap Growth AlphaDEX Fund 3.8 71 -6 -1.6 -2.4
PSC Principal U.S. Small-Cap ETF 3.8 38 27 7.0 +6.2
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 3.8 60 5 5.1 +4.3
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 4.2 +3.4
RUNN Running Oak Efficient Growth ETF 3.6 58 7 5.2 +4.4
ROBO ROBO Global Robotics & Automation Index ETF 3.6 95 -30 3.2 +2.3
FTGS First Trust Growth Strength ETF 3.6 60 5 4.6 +3.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.5 65 0 2.3 +1.5
SYNB Putnam BioRevolution ETF 3.5 70 -5 2.6 +1.8
IWO iShares Russell 2000 Growth ETF 3.5 24 41 0.8 0.0
VTWG Vanguard Russell 2000 Growth ETF 3.4 10 55 1.0 +0.1
GRPM Invesco S&P MidCap 400 GARP ETF 3.3 35 30 7.9 +7.1
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.3 65 0 1.9 +1.1
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 3.3 49 16 6.9 +6.1
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.3 39 26 4.0 +3.2
THNR Amplify Weight Loss Drug & Treatment ETF 3.3 59 6 7.5 +6.7
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 3.2 15 50 4.1 +3.3
AGRW Allspring LT Large Growth ETF 3.2 35 30 3.6 +2.7
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 3.1 20 45 2.8 +2.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.1 70 -5 2.2 +1.4
BKWO BNY Mellon Women's Opportunities ETF 3.1 50 15 3.7 +2.9
TMFG Motley Fool Global Opportunities ETF 3.1 85 -20 4.1 +3.2
PRAY FIS Christian Stock Fund 3.1 69 -4 5.1 +4.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3.0 9 56 4.0 +3.2
GINN Goldman Sachs Innovate Equity ETF 3.0 52 13 3.6 +2.8
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.0 50 15 4.4 +3.6
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.0 38 27 6.5 +5.7
ISCG iShares Morningstar Small-Cap Growth ETF 2.9 6 59 3.0 +2.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.9 64 1 1.1 +0.3
XMHQ Invesco S&P MidCap Quality ETF 2.9 25 40 6.8 +6.0
XITK State Street SPDR FactSet Innovative Technology ETF 2.9 45 20 -0.0 -0.9
VOT Vanguard Mid-Cap Growth ETF 2.9 7 58 3.4 +2.6
FESM Fidelity Enhanced Small Cap ETF 2.9 28 37 6.9 +6.1
DFNV Donoghue Forlines Innovation ETF 2.9 69 -4 4.3 +3.5
IMCG iShares Morningstar Mid-Cap Growth ETF 2.9 6 59 4.1 +3.3
SAMT Strategas Macro Thematic Opportunities ETF 2.9 65 0 2.5 +1.7
TMFM Motley Fool Mid-Cap Growth ETF 2.9 85 -20 3.1 +2.3
IBBQ Invesco Nasdaq Biotechnology ETF 2.8 19 46 0.3 -0.5
CSMD Congress SMid Growth ETF 2.8 69 -4 3.7 +2.9
CGGR Capital Group Growth ETF 2.8 39 26 3.4 +2.6
PTL Inspire 500 ETF 2.8 9 56 5.4 +4.5
MDCP VictoryShares THB Mid Cap ESG ETF 2.8 55 10 5.7 +4.9
AFSM First Trust Active Factor Small Cap ETF 2.8 75 -10 7.6 +6.7
RND First Trust Bloomberg R&D Leaders ETF 2.8 60 5 3.4 +2.6
GGRW Gabelli Growth Innovators ETF 2.7 90 -25 2.4 +1.6
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 6.9 +6.1
OPTZ Optimize Strategy Index ETF 2.7 50 15 4.8 +3.9
FTXH First Trust Nasdaq Pharmaceuticals ETF 2.7 60 5 8.8 +8.0
PDP Invesco Dorsey Wright Momentum ETF 2.7 62 3 2.0 +1.2
FFTY Innovator IBD 50 ETF 2.7 80 -15 -2.5 -3.3
IJK iShares S&P Mid-Cap 400 Growth ETF 2.7 17 48 5.9 +5.1
IWFG IQ Winslow Focused Large Cap Growth ETF 2.6 65 0 3.1 +2.3
CAML Congress Large Cap Growth ETF 2.6 66 -1 3.6 +2.8
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.6 40 25 3.9 +3.0
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.6 35 30 3.8 +3.0
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 2.5 15 50 6.0 +5.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.5 10 55 6.0 +5.2
FTC First Trust Large Cap Growth AlphaDEX Fund 2.5 59 6 2.0 +1.2
TMAT Main Thematic Innovation ETF 2.5 164 -99 -1.5 -2.3
BEEX BeeHive ETF 2.5 84 -19 4.3 +3.5
CZA Invesco Zacks Mid-Cap ETF 2.5 72 -7 7.5 +6.6
FDLS Inspire Fidelis Multi Factor ETF 2.5 76 -11 4.7 +3.9
VB Vanguard Small-Cap ETF 2.5 5 60 6.2 +5.4
SMLF iShares U.S. SmallCap Equity Factor ETF 2.5 15 50 6.0 +5.2
VFMO Vanguard U.S. Momentum Factor ETF 2.4 13 52 3.0 +2.2
ITAN Sparkline Intangible Value ETF 2.4 50 15 6.6 +5.8
BFOR ALPS Barron's 400 ETF 2.4 65 0 6.0 +5.2
RPG Invesco S&P 500 Pure Growth ETF 2.4 35 30 3.4 +2.5
AVMC Avantis U.S. Mid Cap Equity ETF 2.4 18 47 6.9 +6.1
VXF Vanguard Extended Market ETF 2.3 5 60 4.7 +3.9
GVIP Goldman Sachs Hedge Industry VIP ETF 2.2 45 20 3.2 +2.4
FBOT Fidelity Disruptive Automation ETF 2.2 50 15 3.4 +2.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.2 9 56 6.2 +5.4
ETHO Etho Climate Leadership U.S. ETF 2.2 47 18 5.6 +4.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.2 24 41 7.6 +6.8
FMDE Fidelity Enhanced Mid Cap ETF 2.2 23 42 5.9 +5.1
IWR iShares Russell Midcap ETF 2.2 19 46 6.3 +5.4
BOUT Innovator IBD Breakout Opportunities ETF 2.2 81 -16 0.8 -0.1
BKSE BNY Mellon US Small Cap Core Equity ETF 2.2 4 61 5.9 +5.1
POWA Invesco Bloomberg Pricing Power ETF 2.1 40 25 5.9 +5.1
SFLO VictoryShares Small Cap Free Cash Flow ETF 2.1 49 16 11.1 +10.3
JGRO JPMorgan Active Growth ETF 2.1 44 21 3.5 +2.7
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 2.1 58 7 4.5 +3.7
IJT iShares S&P Small-Cap 600 Growth ETF 2.1 18 47 5.6 +4.7
FDG American Century Focused Dynamic Growth ETF 2.1 45 20 2.1 +1.2
RSSL Global X Russell 2000 ETF 2.1 8 57 4.2 +3.3
PEXL Pacer US Export Leaders ETF 2.1 60 5 4.7 +3.9
ABLS Abacus FCF Small Cap Leaders ETF 2.1 59 6 5.1 +4.2
LGRO Level Four Large Cap Growth Active ETF 2.0 55 10 4.1 +3.3
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 +4.8
WTAI WisdomTree Artificial Intelligence and Innovation Fund 2.0 45 20 2.5 +1.6
HAPS Harbor Human Capital Factor US Small Cap ETF 2.0 60 5 3.9 +3.1
SMOT VanEck Morningstar SMID Moat ETF 2.0 49 16 6.9 +6.0
SFYX SoFi Next 500 ETF 2.0 0 65 6.0 +5.2
RSMC Rockefeller U.S. Small-Mid Cap ETF 2.0 75 -10 4.6 +3.7
SIZE iShares MSCI USA Size Factor ETF 2.0 15 50 6.1 +5.3
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.0 65 0 3.8 +2.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.0 24 41 8.3 +7.5
IMCB iShares Morningstar Mid-Cap ETF 2.0 4 61 6.2 +5.4
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.0 15 50 5.6 +4.8
IWM iShares Russell 2000 ETF 2.0 19 46 4.2 +3.4
WCLD WisdomTree Cloud Computing Fund 1.9 45 20 1.7 +0.8
XT iShares Exponential Technologies ETF 1.9 46 19 4.6 +3.8
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.9 10 55 5.7 +4.8
XJH iShares ESG Screened S&P Mid-Cap ETF 1.9 12 53 7.3 +6.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.9 35 30 4.2 +3.3
QGRW WisdomTree U.S. Quality Growth Fund 1.9 28 37 4.2 +3.4
EUSA iShares MSCI USA Equal Weighted ETF 1.9 9 56 6.3 +5.5
HYP Golden Eagle Dynamic Hypergrowth ETF 1.9 85 -20 -1.6 -2.5
HKND Humankind US Stock ETF 1.9 11 54 7.3 +6.5
FTCS First Trust Capital Strength ETF 1.9 55 10 5.9 +5.1
VTWO Vanguard Russell 2000 ETF 1.9 7 58 4.3 +3.5
CVAR Cultivar ETF 1.9 87 -22 7.1 +6.3
LRGE ClearBridge Large Cap Growth ESG ETF 1.9 59 6 4.1 +3.3
FEX First Trust Large Cap Core AlphaDEX Fund 1.9 59 6 5.9 +5.1
GQQQ Astoria US Quality Growth Kings ETF 1.8 35 30 4.7 +3.8
PRNT 3D Printing ETF 1.8 66 -1 1.8 +1.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.8 15 50 6.2 +5.3
FCPI Fidelity Stocks for Inflation ETF 1.8 15 50 7.8 +7.0
FDN First Trust Dow Jones Internet Index Fund 1.8 52 13 3.3 +2.5
FDND FT Vest Dow Jones Internet & Target Income ETF 1.8 75 -10 3.1 +2.3
FYX First Trust Small Cap Core AlphaDEX Fund 1.8 61 4 5.9 +5.1
QQQS Invesco NASDAQ Future Gen 200 ETF 1.8 20 45 -4.7 -5.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.8 4 61 6.1 +5.2
IBUY Amplify Online Retail ETF 1.8 65 0 2.7 +1.8
RGEF Rockefeller Global Equity ETF 1.8 55 10 4.6 +3.8
BLES Inspire Global Hope ETF 1.8 61 4 6.8 +6.0
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 4.8 +4.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.7 15 50 7.4 +6.6
ISCB iShares Morningstar Small-Cap ETF 1.7 4 61 6.3 +5.4
IBOT Vaneck Robotics ETF 1.7 47 18 4.1 +3.3
SCHA Schwab U.S. Small-Cap ETF 1.7 4 61 6.4 +5.5
IJH iShares Core S&P Mid-Cap ETF 1.7 5 60 7.4 +6.5
MDY SPDR S&P Midcap 400 ETF Trust 1.7 24 41 7.2 +6.3
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 5.8 +5.0
TOLL Tema Durable Quality ETF 1.7 75 -10 5.2 +4.3
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.7 43 22 6.2 +5.4
STXK Strive Small-Cap ETF 1.7 18 47 6.1 +5.3
JHSC John Hancock Multifactor Small Cap ETF 1.7 42 23 6.8 +6.0
SCHM Schwab U.S. Mid-Cap ETF 1.6 4 61 7.1 +6.3
ALTL Pacer Lunt Large Cap Alternator ETF 1.6 60 5 4.7 +3.8
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.6 3 62 7.4 +6.5
FQAL Fidelity Quality Factor ETF 1.6 15 50 5.7 +4.9
GURU Global X Guru Index ETF 1.6 75 -10 3.1 +2.3
VO Vanguard Mid-Cap ETF 1.6 4 61 6.0 +5.1
IVOO Vanguard S&P Mid-Cap 400 ETF 1.6 7 58 7.4 +6.5
FLQL Franklin LibertyQ U.S. Equity ETF 1.6 15 50 5.4 +4.6
CATH Global X S&P 500 Catholic Values Custom ETF 1.6 29 36 4.7 +3.8
SMAP Amplify Small-Mid Cap Equity ETF 1.6 60 5 5.6 +4.8
QTOP iShares Nasdaq Top 30 Stocks ETF 1.6 20 45 4.0 +3.2
KIE State Street SPDR S&P Insurance ETF 1.6 35 30 7.0 +6.2
RVER Trenchless Fund ETF 1.6 65 0 3.0 +2.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.6 17 48 6.0 +5.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.6 60 5 4.2 +3.3
BGRO iShares Large Cap Growth Active ETF 1.6 55 10 2.8 +2.0
AVMV Avantis U.S. Mid Cap Value ETF 1.5 20 45 9.1 +8.2
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.5 60 5 10.4 +9.6
JGRW Jensen Quality Growth ETF 1.5 57 8 4.8 +3.9
FNX First Trust Mid Cap Core AlphaDEX Fund 1.5 60 5 7.0 +6.2
FLV American Century Focused Large Cap Value ETF 1.5 42 23 6.9 +6.1
NUSC Nuveen ESG Small-Cap ETF 1.5 31 34 5.3 +4.4
RAYD Rayliant Quantitative Developed Market Equity ETF 1.5 80 -15 4.4 +3.6
IWS iShares Russell Mid-Cap Value ETF 1.5 23 42 7.2 +6.4
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.5 12 53 4.6 +3.8
MODL VictoryShares WestEnd U.S. Sector ETF 1.5 42 23 4.6 +3.8
SVAL iShares US Small Cap Value Factor ETF 1.5 20 45 9.2 +8.3
SPHB Invesco S&P 500 High Beta ETF 1.5 25 40 5.0 +4.2
SCHG Schwab U.S. Large-Cap Growth ETF 1.4 4 61 3.9 +3.1
FLDZ RiverNorth Patriot ETF 1.4 75 -10 6.4 +5.6
STXM Strive Mid-Cap ETF 1.4 18 47 6.5 +5.7
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.4 15 50 4.6 +3.7
XJR iShares ESG Screened S&P Small-Cap ETF 1.4 12 53 7.7 +6.9
ROSC Hartford Multifactor Small Cap ETF 1.4 34 31 9.3 +8.4
FSMD Fidelity Small-Mid Multifactor ETF 1.4 15 50 7.0 +6.2
PWB Invesco Large Cap Growth ETF 1.4 56 9 2.6 +1.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.4 39 26 4.4 +3.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.4 10 55 5.2 +4.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.4 14 51 4.9 +4.1
RSP Invesco S&P 500 Equal Weight ETF 1.4 20 45 6.8 +6.0
FSGS First Trust SMID Growth Strength ETF 1.4 60 5 5.2 +4.4
JPEF JPMorgan Equity Focus ETF 1.4 50 15 4.4 +3.6
JSTC Adasina Social Justice All Cap Global ETF 1.3 89 -24 5.1 +4.2
FTA First Trust Large Cap Value AlphaDEX Fund 1.3 59 6 9.1 +8.2
EQAL Invesco Russell 1000 Equal Weight ETF 1.3 20 45 7.2 +6.4
TMFC Motley Fool 100 Index ETF 1.3 50 15 3.4 +2.6
LRGC AB US Large Cap Strategic Equities ETF 1.3 48 17 4.5 +3.7
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.3 60 5 -1.0 -1.8
DFAS Dimensional U.S. Small Cap ETF 1.3 26 39 6.8 +5.9
SQLV Royce Quant Small-Cap Quality Value ETF 1.3 60 5 9.6 +8.8
IJR iShares Core S&P Small Cap ETF 1.3 6 59 7.7 +6.9
ARKQ ARK Autonomous Technology & Robotics ETF 1.3 75 -10 1.1 +0.2
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.3 20 45 8.3 +7.4
TMFS Motley Fool Small-Cap Growth ETF 1.3 85 -20 3.2 +2.3
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 8.2 +7.4
CFA VictoryShares US 500 Volatility Wtd ETF 1.3 35 30 6.1 +5.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.3 40 25 6.0 +5.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.3 9 56 4.9 +4.0
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.2 25 40 12.5 +11.7
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.2 15 50 7.8 +7.0
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.2 59 6 6.5 +5.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.2 7 58 5.9 +5.0
VFQY Vanguard U.S. Quality Factor ETF 1.2 13 52 6.2 +5.4
AFMC First Trust Active Factor Mid Cap ETF 1.2 65 0 8.4 +7.6
SPGP Invesco S&P 500 GARP ETF 1.2 34 31 6.8 +6.0
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.2 25 40 5.2 +4.4
GVLU Gotham 1000 Value ETF 1.2 50 15 9.1 +8.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.2 60 5 7.5 +6.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.2 79 -14 6.2 +5.3
RFFC ALPS Active Equity Opportunity ETF 1.2 48 17 4.5 +3.6
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.2 3 62 7.8 +7.0
COWZ Pacer US Cash Cows 100 ETF 1.2 49 16 8.7 +7.9
HLAL Wahed FTSE USA Shariah ETF 1.2 50 15 4.7 +3.8
ILCG iShares Morningstar Growth ETF 1.2 4 61 3.8 +2.9
ONEQ Fidelity Nasdaq Composite Index ETF 1.2 21 44 3.7 +2.9
TAX Cambria Tax Aware ETF 1.2 49 16 6.1 +5.3
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.2 49 16 3.8 +3.0
REVS Columbia Research Enhanced Value ETF 1.2 19 46 7.9 +7.0
VIOO Vanguard S&P Small-Cap 600 ETF 1.2 7 58 7.7 +6.9
PRXG Praxis Impact Large Cap Growth ETF 1.2 36 29 3.7 +2.9
BUZZ VanEck Social Sentiment ETF 1.2 75 -10 -1.0 -1.8
QQMG Invesco ESG NASDAQ 100 ETF 1.2 20 45 4.1 +3.3
HLGE Hartford Longevity Economy ETF 1.2 44 21 6.2 +5.4
VBR Vanguard Small Cap Value ETF 1.1 7 58 9.2 +8.4
FSST Fidelity Sustainable U.S. Equity ETF 1.1 59 6 4.3 +3.4
CANC Tema Oncology ETF 1.1 75 -10 -2.7 -3.5
XMAG Defiance Large Cap ex-Mag 7 ETF 1.1 35 30 5.2 +4.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.1 29 36 4.7 +3.8
IMCV iShares Morningstar Mid-Cap Value ETF 1.1 6 59 8.3 +7.4
VUG Vanguard Growth ETF 1.1 4 61 4.1 +3.3
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.1 35 30 9.9 +9.1
DFSU Dimensional US Sustainability Core 1 ETF 1.1 18 47 5.3 +4.5
IWF iShares Russell 1000 Growth ETF 1.1 19 46 4.3 +3.4
FUNL CornerCap Fundametrics Large-Cap ETF 1.0 50 15 7.2 +6.4
VONG Vanguard Russell 1000 Growth ETF 1.0 7 58 4.4 +3.5
HART IQ Healthy Hearts ETF 1.0 45 20 6.4 +5.5
JMOM JPMorgan U.S. Momentum Factor ETF 1.0 12 53 4.6 +3.7
QQQ Invesco QQQ Trust Series I 1.0 20 45 4.1 +3.3
QQQM Invesco NASDAQ 100 ETF 1.0 15 50 4.2 +3.3
CHRI Global X S&P 500 Christian Values ETF 1.0 29 36 4.6 +3.8
RNMC First Trust Mid Cap US Equity Select ETF 1.0 60 5 7.1 +6.2
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.0 20 45 6.8 +6.0
ADME Aptus Drawdown Managed Equity ETF 1.0 79 -14 4.0 +3.2
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 +3.9
GLBL Pacer MSCI World Industry Advantage ETF 1.0 65 0 4.2 +3.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.0 20 45 5.6 +4.8
FPX First Trust US Equity Opportunities ETF 1.0 61 4 1.0 +0.2
ESGV Vanguard ESG U.S. Stock ETF 1.0 9 56 4.8 +3.9
NULG Nuveen ESG Large-Cap Growth ETF 1.0 26 39 3.4 +2.5
DEUS Xtrackers Russell US Multifactor ETF 1.0 17 48 6.9 +6.1
PRN Invesco Dorsey Wright Industrials Momentum ETF 1.0 60 5 1.9 +1.1
CALF Pacer US Small Cap Cash Cows 100 ETF 1.0 59 6 10.7 +9.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.9 45 20 4.4 +3.6
IUSG iShares Core S&P U.S. Growth ETF 0.9 4 61 4.2 +3.4
HAPI Harbor Human Capital Factor US Large Cap ETF 0.9 36 29 4.9 +4.1
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.9 15 50 4.9 +4.0
YOKE Yoke Core ETF 0.9 42 23 5.0 +4.2
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.9 25 40 8.0 +7.1
USXF iShares ESG Advanced MSCI USA ETF 0.9 10 55 4.8 +3.9
ROE Astoria US Quality Kings ETF 0.9 49 16 6.9 +6.1
XOEF iShares S&P 500 ex S&P 100 ETF 0.9 20 45 5.7 +4.8
JHML John Hancock Multifactor Large Cap ETF 0.9 29 36 5.4 +4.5
SPXT ProShares S&P 500 Ex-Technology ETF 0.9 9 56 5.6 +4.8
OGIG ALPS O'Shares Global Internet Giants ETF 0.9 48 17 2.2 +1.4
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.9 35 30 7.6 +6.7
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 0.9 49 16 3.7 +2.8
STXG Strive 1000 Growth ETF 0.9 18 47 3.9 +3.0
EBI Longview Advantage ETF 0.9 35 30 6.7 +5.9
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 5.3 +4.5
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 0.9 12 53 8.3 +7.5
SIXL ETC 6 Meridian Low Beta Equity ETF 0.9 80 -15 6.3 +5.5
IVW iShares S&P 500 Growth ETF 0.9 18 47 4.0 +3.2
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.9 4 61 4.1 +3.3
FNDA Schwab Fundamental US Small Co. Index ETF 0.9 25 40 9.0 +8.2
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.9 19 46 5.5 +4.6
VOOG Vanguard S&P 500 Growth ETF 0.9 7 58 4.1 +3.3
TTAC FCF US Quality ETF 0.8 59 6 6.0 +5.1
SDG iShares MSCI Global Sustainable Development Goals ETF 0.8 49 16 4.9 +4.1
FAB First Trust Multi Cap Value AlphaDEX Fund 0.8 67 -2 10.2 +9.4
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 +3.3
MGK Vanguard Mega Cap Growth ETF 0.8 7 58 4.3 +3.5
PSET Principal Quality ETF 0.8 15 50 5.4 +4.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.8 3 62 4.9 +4.0
IWV iShares Russell 3000 ETF 0.8 20 45 4.7 +3.9
VTI Vanguard Total Stock Market ETF 0.8 3 62 4.9 +4.0
VTHR Vanguard Russell 3000 ETF 0.8 7 58 4.9 +4.0
SCHB Schwab U.S. Broad Market ETF 0.8 3 62 5.0 +4.2
DSTL Distillate US Fundamental Stability & Value ETF 0.8 39 26 8.8 +7.9
SSPY Syntax Stratified LargeCap ETF 0.8 30 35 6.8 +6.0
VOTE TCW Transform 500 ETF 0.8 5 60 4.9 +4.0
IYY iShares Dow Jones U.S. ETF 0.8 20 45 4.8 +3.9
DCOR Dimensional US Core Equity 1 ETF 0.8 14 51 5.4 +4.6
DFUS Dimensional U.S. Equity ETF 0.8 9 56 4.8 +4.0
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 6.5 +5.6
SPMV Invesco S&P 500 Minimum Variance ETF 0.8 10 55 5.7 +4.8
SCHK Schwab 1000 Index ETF 0.8 5 60 5.0 +4.1
SFY SoFi Select 500 ETF 0.8 0 65 4.4 +3.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.8 2 63 4.9 +4.1
IWB iShares Russell 1000 ETF 0.8 15 50 4.8 +4.0
VONE Vanguard Russell 1000 ETF 0.8 7 58 4.9 +4.1
ESGU iShares ESG Aware MSCI USA ETF 0.8 15 50 4.7 +3.9
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 7.9 +7.0
IWY iShares Russell Top 200 Growth ETF 0.7 20 45 4.4 +3.6
SCHX Schwab U.S. Large-Cap ETF 0.7 3 62 4.9 +4.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.7 25 40 5.6 +4.7
TOPC iShares S&P 500 3% Capped ETF 0.7 15 50 5.1 +4.3
ILCB iShares Morningstar U.S. Equity ETF 0.7 3 62 4.8 +4.0
ULVM VictoryShares US Value Momentum ETF 0.7 20 45 7.4 +6.6
TOV JLens 500 Jewish Advocacy U.S. ETF 0.7 18 47 4.7 +3.8
DFAC Dimensional U.S. Core Equity 2 ETF 0.7 17 48 5.6 +4.7
RECS Columbia Research Enhanced Core ETF 0.7 15 50 5.8 +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 2.9 +2.1
DSPY Tema S&P 500 Historical Weight ETF 0.7 18 47 5.2 +4.4
GXLC Global X U.S. 500 ETF 0.7 2 63 4.9 +4.0
EES WisdomTree U.S. SmallCap Fund 0.7 38 27 8.9 +8.0
INRO iShares U.S. Industry Rotation Active ETF 0.7 42 23 4.4 +3.6
AIEQ AI Powered Equity ETF 0.7 75 -10 4.9 +4.1
TPSC Timothy Plan US Small Cap Core ETF 0.7 52 13 7.2 +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 4.9 +4.0
DFAU Dimensional US Core Equity Market ETF 0.7 12 53 5.0 +4.2
XDAT Franklin Exponential Data ETF 0.7 50 15 2.3 +1.5
WCEO Hypatia Women CEO ETF 0.7 85 -20 3.1 +2.3
USMF WisdomTree U.S. Multifactor Fund 0.7 28 37 7.4 +6.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.7 10 55 4.4 +3.5
PBUS Invesco MSCI USA ETF 0.7 4 61 4.9 +4.0
DSI iShares MSCI KLD 400 Social ETF 0.7 25 40 4.8 +4.0
QDF FlexShares Quality Dividend Index Fund 0.7 37 28 6.3 +5.5
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.7 3 62 5.1 +4.3
STRV Strive 500 ETF 0.7 5 60 4.8 +4.0
XVV iShares ESG Screened S&P 500 ETF 0.7 8 57 4.8 +4.0
VFMF Vanguard U.S. Multifactor ETF 0.7 18 47 7.9 +7.1
MAGA Point Bridge America First ETF 0.7 72 -7 6.4 +5.6
THRO iShares U.S. Thematic Rotation Active ETF 0.7 90 -25 4.2 +3.4
VOE Vanguard Mid-Cap Value ETF 0.6 7 58 7.8 +7.0
SKYY First Trust Cloud Computing ETF 0.6 60 5 2.9 +2.0
EGUS iShares ESG Aware MSCI USA Growth ETF 0.6 18 47 4.0 +3.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.6 75 -10 4.0 +3.2
IJJ iShares S&P Mid-Cap 400 Value ETF 0.6 18 47 8.8 +8.0
SPXM Azoria 500 Meritocracy ETF 0.6 47 18 4.5 +3.7
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.6 15 50 5.7 +4.9
AFLG First Trust Active Factor Large Cap ETF 0.6 55 10 6.4 +5.5
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.6 15 50 8.8 +8.0
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.6 20 45 4.7 +3.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.6 12 53 5.1 +4.2
SPXE ProShares S&P 500 Ex-Energy ETF 0.6 9 56 4.8 +3.9
HGRO Hedgeye Quality Growth ETF 0.6 70 -5 3.3 +2.5
VV Vanguard Large-Cap ETF 0.6 4 61 4.8 +4.0
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.6 47 18 9.4 +8.6
KOKU Xtrackers MSCI Kokusai Equity ETF 0.6 9 56 5.1 +4.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.6 10 55 8.9 +8.1
IVV iShares Core S&P 500 ETF 0.6 3 62 4.9 +4.1
SPY SPDR S&P 500 ETF 0.6 9 56 4.9 +4.0
SPYM State Street SPDR Portfolio S&P 500 ETF 0.6 2 63 4.9 +4.1
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.6 10 55 4.3 +3.5
VOO Vanguard S&P 500 ETF 0.6 3 62 4.9 +4.1
JAVA JPMorgan Active Value ETF 0.6 44 21 6.4 +5.6
AVUS Avantis U.S. Equity ETF 0.6 15 50 5.7 +4.9
FELG Fidelity Enhanced Large Cap Growth ETF 0.6 18 47 4.7 +3.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.6 20 45 5.0 +4.2
JQUA JPMorgan U.S. Quality Factor ETF 0.6 12 53 6.0 +5.1
RVRB Reverb ETF 0.6 30 35 4.6 +3.7
IDNA iShares Genomics Immunology and Healthcare ETF 0.6 47 18 -2.3 -3.2
EZM WisdomTree U.S. MidCap Fund 0.6 38 27 8.9 +8.0
TOK iShares MSCI Kokusai ETF 0.6 26 39 5.0 +4.1
SMMD iShares Russell 2500 ETF 0.6 15 50 7.0 +6.1
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.6 35 30 7.2 +6.3
RCGE RockCreek Global Equality ETF 0.6 95 -30 6.7 +5.9
MILN Global X Millennial Consumer ETF 0.6 50 15 4.2 +3.4
TEXN iShares Texas Equity ETF 0.5 20 45 6.1 +5.3
JSML Janus Henderson Small Cap Growth Alpha ETF 0.5 30 35 8.2 +7.3
RNSC Furst Trust Small Cap US Equity Select ETF 0.5 60 5 5.2 +4.3
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.5 35 30 7.6 +6.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.5 29 36 6.5 +5.7
KRMA Global X Conscious Companies ETF 0.5 43 22 6.0 +5.2
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 0.5 29 36 6.9 +6.1
ARVR First Trust Indxx Metaverse ETF 0.5 70 -5 4.1 +3.2
URTH iShares MSCI World ETF 0.5 24 41 5.0 +4.2
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.5 39 26 10.0 +9.2
EVUS iShares ESG Aware MSCI USA Value ETF 0.5 18 47 6.6 +5.7
IWC iShares Micro-Cap ETF 0.5 60 5 -1.6 -2.4
XSHQ Invesco S&P SmallCap Quality ETF 0.5 29 36 7.8 +7.0
RAUS RACWI US ETF 0.5 15 50 4.8 +4.0
NIXT Research Affiliates Deletions ETF 0.5 9 56 8.4 +7.6
APUE ActivePassive U.S. Equity ETF 0.5 45 20 4.7 +3.9
RWK Invesco S&P MidCap 400 Revenue ETF 0.5 39 26 9.9 +9.0
VT Vanguard Total World Stock ETF 0.5 6 59 5.7 +4.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.5 20 45 5.5 +4.7
QNXT iShares Nasdaq-100 ex Top 30 ETF 0.5 20 45 4.8 +3.9
DXUV Dimensional US Vector Equity ETF 0.5 28 37 6.2 +5.4
SUSL iShares ESG MSCI USA Leaders ETF 0.5 10 55 4.9 +4.1
QWLD SPDR MSCI World StrategicFactors ETF 0.5 30 35 5.8 +5.0
FELV Fidelity Enhanced Large Cap Value ETF 0.5 18 47 6.8 +5.9
OEF iShares S&P 100 ETF 0.5 20 45 4.4 +3.6
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.5 15 50 8.1 +7.3
ISCV iShares Morningstar Small Cap Value ETF 0.5 6 59 9.5 +8.6
ACWI iShares MSCI ACWI ETF 0.5 32 33 5.4 +4.5
IWD iShares Russell 1000 Value ETF 0.5 19 46 6.5 +5.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.5 18 47 5.9 +5.1
VONV Vanguard Russell 1000 Value ETF 0.5 7 58 6.6 +5.8
GVUS Marketbeta Russell 1000 Value Equity ETF 0.5 12 53 6.6 +5.8
DFAT Dimensional U.S. Targeted Value ETF 0.5 28 37 10.2 +9.4
AOTG AOT Growth and Innovation ETF 0.5 75 -10 2.0 +1.1
SPHQ Invesco S&P 500 Quality ETF 0.5 15 50 5.6 +4.8
GSPY Gotham Enhanced 500 ETF 0.5 50 15 5.1 +4.3
XLG Invesco S&P 500 Top 50 ETF 0.5 20 45 4.1 +3.3
RDVY First Trust Rising Dividend Achievers ETF 0.5 50 15 6.4 +5.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.5 10 55 5.0 +4.1
AVSU Avantis Responsible U.S. Equity ETF 0.5 15 50 5.9 +5.1
OALC OneAscent Large Cap Core ETF 0.5 86 -21 4.1 +3.3
ISMD Inspire Small/Mid Cap ETF 0.5 54 11 5.6 +4.8
AVIE Avantis  Inflation Focused Equity ETF 0.5 25 40 7.3 +6.5
NUMV Nuveen ESG Mid-Cap Value ETF 0.5 31 34 7.0 +6.1
KLMN Invesco MSCI North America Climate ETF 0.4 9 56 5.0 +4.2
DFSV Dimensional US Small Cap Value ETF 0.4 31 34 10.6 +9.8
VEGN US Vegan Climate ETF 0.4 60 5 4.5 +3.7
IJS iShares S&P Small-Cap 600 Value ETF 0.4 18 47 10.0 +9.1
IAK iShares U.S. Insurance ETF 0.4 40 25 7.4 +6.5
VFMV Vanguard U.S. Minimum Volatility ETF 0.4 13 52 5.9 +5.1
STOX Horizon Core Equity ETF 0.4 70 -5 4.1 +3.3
SFTY Horizon Managed Risk ETF 0.4 77 -12 4.1 +3.2
MGC Vanguard Mega Cap ETF 0.4 7 58 4.6 +3.8
IWL iShares Russell Top 200 ETF 0.4 15 50 4.5 +3.7
DAK Dakota Active Equity ETF 0.4 43 22 4.5 +3.6
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.4 15 50 10.0 +9.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.4 10 55 9.9 +9.1
EPS WisdomTree U.S. LargeCap Fund 0.4 8 57 5.7 +4.9
VSLU Applied Finance Valuation Large Cap ETF 0.4 49 16 5.7 +4.9
IUS Invesco RAFI Strategic US ETF 0.4 19 46 6.8 +6.0
ROUS Hartford Multifactor US Equity ETF 0.4 19 46 7.0 +6.1
HDUS Hartford Disciplined US Equity ETF 0.4 19 46 5.7 +4.9
LRND IQ U.S. Large Cap R&D Leaders ETF 0.4 14 51 5.1 +4.3
DFUV Dimensional US Marketwide Value ETF 0.3 22 43 7.5 +6.7
FYT First Trust Small Cap Value AlphaDEX Fund 0.3 73 -8 12.1 +11.3
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.3 12 53 7.5 +6.6
PRF Invesco FTSE RAFI US 1000 ETF 0.3 39 26 6.8 +6.0
DFVX Dimensional US Large Cap Vector ETF 0.3 22 43 6.4 +5.5
DFLV Dimensional US Large Cap Value ETF 0.3 22 43 7.7 +6.9
FNDB Schwab Fundamental US Broad Market Index ETF 0.3 25 40 7.4 +6.6
QUAL iShares MSCI USA Quality Factor ETF 0.3 15 50 5.5 +4.7
FNK First Trust Mid Cap Value AlphaDEX Fund 0.3 70 -5 11.1 +10.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 56 5.5 +4.7
KLMT Invesco MSCI Global Climate 500 ETF 0.3 10 55 5.6 +4.8
SUSA iShares MSCI USA ESG Select ETF 0.3 25 40 4.7 +3.8
IUSV iShares Core S&P US Value ETF 0.3 4 61 6.4 +5.6
QVML Invesco S&P 500 QVM Multi-factor ETF 0.3 11 54 5.1 +4.2
FNDX Schwab Fundamental US Large Co. Index ETF 0.3 25 40 7.3 +6.5
IWN iShares Russell 2000 Value ETF 0.3 24 41 7.8 +7.0
IVE iShares S&P 500 Value ETF 0.3 18 47 6.2 +5.3
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.3 4 61 6.3 +5.5
VOOV Vanguard S&P 500 Value ETF 0.3 7 58 6.3 +5.4
VTWV Vanguard Russell 2000 Value ETF 0.3 10 55 7.9 +7.1
STXV Strive 1000 Value ETF 0.3 18 47 8.3 +7.4
GLOF iShares Global Equity Factor ETF 0.3 20 45 6.7 +5.9
RWL Invesco S&P 500 Revenue ETF 0.3 39 26 6.8 +6.0
CCMG CCM Global Equity ETF 0.2 34 31 8.2 +7.4
PRXV Praxis Impact Large Cap Value ETF 0.2 36 29 6.8 +5.9
SNPV Xtrackers S&P 500 Value ESG ETF 0.2 15 50 7.0 +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 7.0 +6.2
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.2 12 53 4.0 +3.2
LRGF iShares U.S. Equity Factor ETF 0.2 8 57 5.4 +4.6
ILCV iShares Morningstar Value ETF 0.2 4 61 6.4 +5.6
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.2 20 45 6.2 +5.4
GOP Unusual Whales Subversive Republican Trading ETF 0.2 50 15 5.4 +4.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.2 19 46 6.4 +5.5
STXD Strive 1000 Dividend Growth ETF 0.2 35 30 5.0 +4.2
ACWV iShares MSCI Global Min Vol Factor ETF 0.2 20 45 6.0 +5.2
SCHV Schwab U.S. Large-Cap Value ETF 0.2 4 61 6.8 +6.0
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 40 10.1 +9.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.2 7 58 5.1 +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 5.4 +4.5
LVOL American Century Low Volatility ETF 0.2 29 36 5.0 +4.2
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.2 49 16 6.2 +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 5.0 +4.2
VIG Vanguard Dividend Appreciation ETF 0.2 5 60 5.6 +4.8
VALQ American Century U.S. Quality Value ETF 0.2 29 36 8.0 +7.2
WRND IQ Global Equity R&D Leaders ETF 0.2 18 47 7.6 +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 5.4 +4.5
IETC iShares U.S. Tech Independence Focused ETF 0.2 18 47 3.7 +2.9
NACP Impact Shares NAACP Minority Empowerment ETF 0.2 49 16 4.7 +3.9
VTV Vanguard Value ETF 0.1 4 61 6.9 +6.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.1 8 57 5.0 +4.2
DGRW WisdomTree US Quality Dividend Growth Fund 0.1 28 37 5.6 +4.7
TXS Texas Capital Texas Equity Index ETF 0.1 49 16 6.0 +5.1
VUSE Vident U.S. Equity Strategy ETF 0.1 50 15 4.4 +3.5
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 23 5.3 +4.5
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 +5.1
AVLV Avantis U.S. Large Cap Value ETF 0.1 15 50 7.9 +7.1
SPMO Invesco S&P 500 Momentum ETF 0.1 13 52 3.9 +3.0
AUSF Global X Adaptive U.S. Factor ETF 0.1 27 38 9.3 +8.4
DGRO iShares Core Dividend Growth ETF 0.1 8 57 6.7 +5.8
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.1 30 35 4.4 +3.6
PKW Invesco Buyback Achievers ETF 0.1 62 3 8.2 +7.4
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 6.4 +5.5
VFH Vanguard Financials ETF 0.0 9 56 6.7 +5.8
FELC Fidelity Enhanced Large Cap Core ETF 0.0 18 47 5.3 +4.4
FNCL Fidelity MSCI Financials Index ETF 0.0 8 57 6.7 +5.8
VFVA Vanguard U.S. Value Factor ETF 0.0 13 52 11.0 +10.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.0 29 36 8.4 +7.5
PNQI Invesco NASDAQ Internet ETF 0.0 60 5 3.6 +2.8
NULV Nuveen ESG Large-Cap Value ETF 0.0 26 39 6.4 +5.6
DUHP Dimensional US High Profitability ETF 0.0 21 44 6.3 +5.5

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 4.1 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		 1.53 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.