First Trust Nasdaq Lux Digital Health Solutions ETF
ALTAR
Score™		 1.0% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 44.9x P/Sales
ratio		 3.5x
P/BV
ratio		 4.2x 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) $30,076
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 9.8 %
RESMED INC 8.7 %
DEXCOM INC 7.5 %
INTUITIVE SURGICAL INC 7.2 %
IQVIA HOLDINGS INC 6.9 %
QIAGEN NV 4.8 %
ILLUMINA INC 4.5 %
ALIGN TECHNOLOGY INC 4.3 %
INSULET CORP 4.2 %
HOLOGIC INC 4.2 %
Total 62.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 93.3 %
NETHERLANDS 4.8 %
COSTA RICA 0.5 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
4.8% 14.6% -- -- -3.3%

Market Correlations
versus... Beta R-squared
S&P500 1.45 75%
MSCI EAFE 1.10 46%
MSCI Emg. Mkts. 0.69 19%

Technical Indicators
Recent close $17.50
30d moving avg. $17.44
Annualized volatility 27.0%
Short interest (ETF) 0.2%
Relative strength (RSI) 52

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™: 1.0%


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 44.0 50 15 -0.7 -1.8
FDHT Fidelity Digital Health ETF 36.0 39 26 0.9 -0.2
FMED Fidelity Disruptive Medicine ETF 27.8 50 15 -1.1 -2.2
IHI iShares U.S. Medical Devices ETF 23.0 40 25 3.9 +2.8
XHE SPDR S&P Health Care Equipment ETF 21.0 35 30 3.1 +2.1
HTEC ROBO Global Healthcare Technology and Innovation ETF 20.0 68 -3 2.3 +1.2
MDEV First Trust Indxx Medical Devices ETF 18.4 70 -5 4.4 +3.4
PTH Invesco Dorsey Wright Healthcare Momentum ETF 16.9 60 5 -2.7 -3.7
GDOC Goldman Sachs Future Health Care Equity ETF 15.4 75 -10 2.8 +1.8
BBH VanEck Biotech ETF 14.8 35 30 5.1 +4.1
FXH First Trust Health Care AlphaDEX Fund 14.4 62 3 9.0 +8.0
BMED Future Health ETF 14.0 85 -20 0.5 -0.5
ARKG ARK Genomic Revolution ETF 13.6 75 -10 0.0 -1.0
MEDI Harbor Health Care ETF 13.5 80 -15 -1.4 -2.5
GNOM Global X Genomics & Biotechnology ETF 13.4 50 15 -3.6 -4.6
HELX Franklin Genomic Advancements ETF 12.3 50 15 -0.3 -1.3
RSPH Invesco S&P 500 Equal Weight Health Care ETF 11.6 40 25 7.8 +6.7
FBT First Trust NYSE Arca Biotechnology Index Fund 11.6 56 9 4.4 +3.4
PINK Simplify Health Care ETF 10.7 50 15 0.9 -0.1
IHF iShares U.S. Healthcare Providers ETF 9.9 40 25 8.5 +7.4
IYH iShares U.S. Healthcare ETF 8.7 40 25 7.0 +6.0
VHT Vanguard Health Care ETF 8.6 9 56 6.3 +5.2
MID American Century Mid Cap Growth Impact ETF 8.5 45 20 3.2 +2.1
WDNA WisdomTree BioRevolution Fund 8.3 45 20 -1.3 -2.3
BOTZ Global X Robotics & Artificial Intelligence ETF 8.3 69 -4 2.4 +1.4
NUMG Nuveen ESG Mid-Cap Growth ETF 8.1 31 34 2.6 +1.6
IBB iShares Biotechnology ETF 8.1 45 20 0.6 -0.4
BIBL Inspire 100 ETF 8.1 35 30 5.2 +4.2
DTEC ALPS Disruptive Technologies ETF 7.9 50 15 3.8 +2.8
FHLC Fidelity MSCI Health Care Index ETF 7.6 8 57 6.4 +5.4
PBE Invesco Biotechnology & Genome ETF 7.6 58 7 2.2 +1.2
RJMG FT Raymond James Multicap Growth Equity ETF 7.2 85 -20 2.3 +1.2
DRUP GraniteShares Nasdaq Select Disruptors ETF 6.8 60 5 4.0 +3.0
XLV Health Care Select Sector SPDR Fund 6.7 8 57 7.7 +6.7
IQM Franklin Intelligent Machines ETF 6.7 50 15 2.1 +1.1
BELT iShares Long-Term U.S. Equity Active ETF 6.4 75 -10 3.0 +2.0
RFG Invesco S&P Midcap 400 Pure Growth ETF 6.2 35 30 5.5 +4.5
XBI SPDR S&P BIOTECH ETF 6.0 35 30 -3.0 -4.0
LFSC F/m Emerald Life Sciences Innovation ETF 5.9 79 -14 0.0 -1.0
ANEW ProShares MSCI Transformational Changes ETF 5.9 45 20 6.1 +5.1
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 5.9 60 5 7.1 +6.1
NBDS Neuberger Berman Disrupters ETF 5.9 55 10 0.7 -0.3
XHS SPDR S&P Health Care Services ETF 5.9 35 30 3.8 +2.8
SNSR Global X Internet of Things ETF 5.8 68 -3 4.5 +3.5
USRD Themes US R&D Champions ETF 5.8 29 36 4.5 +3.4
BUL Pacer US Cash Cows Growth ETF 5.7 60 5 6.1 +5.1
PSCH Invesco S&P SmallCap Health Care ETF 5.6 29 36 4.5 +3.5
SXQG ETC 6 Meridian Quality Growth ETF 5.5 100 -35 4.7 +3.7
IGPT Invesco AI and Next Gen Software ETF 5.5 60 5 4.2 +3.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 5.3 20 45 4.8 +3.7
ARKK ARK Innovation ETF 5.2 75 -10 -2.4 -3.4
AGNG Global X Aging Population ETF 5.2 50 15 4.9 +3.9
QQQJ Invesco NASDAQ Next Gen 100 ETF 5.2 15 50 4.5 +3.5
TMFX Motley Fool Next Index ETF 5.0 50 15 2.6 +1.6
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 5.0 49 16 4.4 +3.4
IXJ iShares Global Healthcare ETF 4.7 42 23 7.2 +6.2
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 4.7 75 -10 1.2 +0.2
QGRO American Century U.S. Quality Growth ETF 4.5 29 36 3.6 +2.5
IWP iShares Russell Mid-Cap Growth ETF 4.5 23 42 3.4 +2.4
PWB Invesco Large Cap Growth ETF 4.5 56 9 2.8 +1.8
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 4.2 95 -30 0.6 -0.4
SPYA Twin Oak Endure ETF 4.1 80 -15 -2.2 -3.2
VBK Vanguard Small-Cap Growth ETF 4.1 7 58 1.9 +0.9
FFOG Franklin Focused Growth ETF 4.1 61 4 2.4 +1.4
VOT Vanguard Mid-Cap Growth ETF 4.0 7 58 3.5 +2.5
LRNZ TrueShares Technology, AI & Deep Learning ETF 3.9 69 -4 -0.6 -1.6
HAPY Harbor Human Capital Factor Unconstrained ETF 3.9 50 15 5.6 +4.6
ROBO ROBO Global Robotics & Automation Index ETF 3.9 95 -30 3.6 +2.5
FYC First Trust Small Cap Growth AlphaDEX Fund 3.9 71 -6 0.5 -0.5
FDMO Fidelity Momentum Factor ETF 3.8 15 50 3.8 +2.8
FFTY Innovator IBD 50 ETF 3.7 80 -15 0.5 -0.5
KOMP SPDR S&P Kensho New Economies Composite ETF 3.7 20 45 2.7 +1.7
FTXH First Trust Nasdaq Pharmaceuticals ETF 3.7 60 5 11.1 +10.1
RUNN Running Oak Efficient Growth ETF 3.6 58 7 4.8 +3.8
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 3.6 60 5 4.3 +3.3
THNR Amplify Weight Loss Drug & Treatment ETF 3.4 59 6 5.8 +4.8
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.4 65 0 2.2 +1.2
TMFM Motley Fool Mid-Cap Growth ETF 3.3 85 -20 2.6 +1.5
SYNB Putnam BioRevolution ETF 3.3 70 -5 3.0 +2.0
TMFG Motley Fool Global Opportunities ETF 3.3 85 -20 4.0 +2.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.3 64 1 2.3 +1.3
FFOX FundX Future Fund Opportunities ETF 3.3 100 -35 4.4 +3.4
FTC First Trust Large Cap Growth AlphaDEX Fund 3.3 59 6 2.8 +1.8
IWO iShares Russell 2000 Growth ETF 3.3 24 41 1.4 +0.4
PSC Principal U.S. Small-Cap ETF 3.3 38 27 6.9 +5.9
SAMT Strategas Macro Thematic Opportunities ETF 3.2 65 0 2.9 +1.9
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.2 39 26 3.8 +2.8
IBBQ Invesco Nasdaq Biotechnology ETF 3.1 19 46 0.5 -0.5
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.1 65 0 4.8 +3.8
FDWM Fidelity Women's Leadership ETF 3.1 59 6 5.0 +4.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.0 65 0 3.5 +2.5
GGRW Gabelli Growth Innovators ETF 3.0 90 -25 2.3 +1.3
GRPM Invesco S&P MidCap 400 GARP ETF 3.0 35 30 9.1 +8.1
BKWO BNY Mellon Women's Opportunities ETF 3.0 50 15 3.7 +2.7
CGGR Capital Group Growth ETF 2.9 39 26 3.2 +2.2
XITK SPDR FactSet Innovative Technology ETF 2.9 45 20 -0.3 -1.4
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.9 15 50 4.2 +3.2
IMCG iShares Morningstar Mid-Cap Growth ETF 2.9 6 59 4.1 +3.1
DFNV Donoghue Forlines Innovation ETF 2.9 69 -4 4.6 +3.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.9 70 -5 3.1 +2.0
PRAY FIS Christian Stock Fund 2.8 69 -4 5.1 +4.0
VTWG Vanguard Russell 2000 Growth ETF 2.8 10 55 1.5 +0.5
GINN Goldman Sachs Innovate Equity ETF 2.8 52 13 3.7 +2.7
ISCG iShares Morningstar Small-Cap Growth ETF 2.8 6 59 2.9 +1.9
PTL Inspire 500 ETF 2.8 9 56 5.4 +4.3
RND First Trust Bloomberg R&D Leaders ETF 2.8 60 5 3.7 +2.6
AIVL WisdomTree U.S. AI Enhanced Value Fund 2.8 38 27 6.3 +5.2
TMFS Motley Fool Small-Cap Growth ETF 2.7 85 -20 3.4 +2.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.7 9 56 4.5 +3.5
MDCP VictoryShares THB Mid Cap ESG ETF 2.7 55 10 5.8 +4.8
IJK iShares S&P Mid-Cap 400 Growth ETF 2.7 17 48 6.0 +5.0
CSMD Congress SMid Growth ETF 2.6 69 -4 3.9 +2.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.6 10 55 6.0 +5.0
RPG Invesco S&P 500 Pure Growth ETF 2.5 35 30 3.2 +2.1
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.5 15 50 6.1 +5.0
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.5 40 25 3.5 +2.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.5 50 15 4.2 +3.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.5 30 35 6.8 +5.8
CAML Congress Large Cap Growth ETF 2.5 66 -1 3.3 +2.3
XMHQ Invesco S&P MidCap Quality ETF 2.5 25 40 7.3 +6.3
FBOT Fidelity Disruptive Automation ETF 2.5 50 15 3.7 +2.7
GQQQ Astoria US Quality Growth Kings ETF 2.4 35 30 4.8 +3.7
MGRO VanEck Morningstar Wide Moat Growth ETF 2.4 49 16 4.4 +3.4
JOET Virtus Terranova US Quality Momentum ETF 2.3 29 36 4.7 +3.7
VFMO Vanguard U.S. Momentum Factor ETF 2.3 13 52 3.1 +2.1
FDG American Century Focused Dynamic Growth ETF 2.3 45 20 2.0 +1.0
AVMC Avantis U.S. Mid Cap Equity ETF 2.3 18 47 7.0 +5.9
WTAI WisdomTree Artificial Intelligence and Innovation Fund 2.3 45 20 2.9 +1.8
BUZZ VanEck Social Sentiment ETF 2.3 75 -10 0.0 -1.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.2 24 41 7.9 +6.9
LIVR Intelligent Livermore ETF 2.2 69 -4 6.3 +5.3
FESM Fidelity Enhanced Small Cap ETF 2.2 28 37 7.8 +6.8
VXF Vanguard Extended Market ETF 2.2 5 60 4.8 +3.8
TMAT Main Thematic Innovation ETF 2.2 164 -99 -1.4 -2.4
AFSM First Trust Active Factor Small Cap ETF 2.2 75 -10 7.7 +6.7
ETHO Etho Climate Leadership U.S. ETF 2.2 47 18 5.4 +4.4
BEEX BeeHive ETF 2.2 84 -19 4.3 +3.3
GRNY Fundstrat Granny Shots US Large Cap ETF 2.2 75 -10 2.6 +1.6
FDLS Inspire Fidelis Multi Factor ETF 2.2 76 -11 5.3 +4.3
RSMC Rockefeller U.S. Small-Mid Cap ETF 2.2 75 -10 4.8 +3.8
TOLL Tema Monopolies and Oligopolies ETF 2.2 75 -10 3.9 +2.9
SMRI Bushido Capital US Equity ETF 2.1 71 -6 9.3 +8.3
SMLF iShares U.S. SmallCap Equity Factor ETF 2.1 15 50 6.3 +5.3
VB Vanguard Small-Cap ETF 2.1 5 60 6.2 +5.2
IWR iShares Russell Midcap ETF 2.1 19 46 5.9 +4.8
BOUT Innovator IBD Breakout Opportunities ETF 2.1 81 -16 3.4 +2.4
SMOT VanEck Morningstar SMID Moat ETF 2.1 49 16 6.7 +5.7
JGRO JPMorgan Active Growth ETF 2.1 44 21 3.5 +2.5
IBUY Amplify Online Retail ETF 2.1 65 0 1.2 +0.2
LRGE ClearBridge Large Cap Growth ESG ETF 2.1 59 6 3.9 +2.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.1 9 56 6.1 +5.1
CVAR Cultivar ETF 2.1 87 -22 6.9 +5.9
FSCS First Trust SMID Capital Strength ETF 2.0 60 5 7.0 +6.0
FTGS First Trust Growth Strength ETF 2.0 60 5 4.9 +3.9
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.0 39 26 3.2 +2.2
HAPS Harbor Human Capital Factor US Small Cap ETF 2.0 60 5 4.2 +3.2
OCFS Otter Creek Focus Strategy ETF 2.0 85 -20 4.1 +3.0
PDP Invesco Dorsey Wright Momentum ETF 2.0 62 3 4.0 +3.0
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 2.0 35 30 4.2 +3.2
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 2.0 58 7 4.0 +2.9
BKSE BNY Mellon US Small Cap Core Equity ETF 2.0 4 61 6.2 +5.1
FMDE Fidelity Enhanced Mid Cap ETF 2.0 23 42 5.8 +4.8
IMCB iShares Morningstar Mid-Cap ETF 1.9 4 61 6.1 +5.0
ABOT Abacus FCF Innovation Leaders ETF 1.9 69 -4 4.5 +3.5
QQQS Invesco NASDAQ Future Gen 200 ETF 1.9 20 45 -2.6 -3.7
VO Vanguard Mid-Cap ETF 1.9 4 61 5.8 +4.8
SIZE iShares MSCI USA Size Factor ETF 1.9 15 50 5.8 +4.8
QLTY GMO U.S. Quality ETF 1.9 50 15 4.8 +3.7
QGRW WisdomTree U.S. Quality Growth Fund 1.9 28 37 4.2 +3.2
HKND Humankind US Stock ETF 1.9 11 54 7.3 +6.3
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
ITAN Sparkline Intangible Value ETF 1.9 50 15 6.7 +5.7
RSSL Global X Russell 2000 ETF 1.9 8 57 4.5 +3.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.9 24 41 8.3 +7.2
EUSA iShares MSCI USA Equal Weighted ETF 1.9 9 56 6.1 +5.1
GVIP Goldman Sachs Hedge Industry VIP ETF 1.9 45 20 3.4 +2.4
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.9 49 16 11.9 +10.9
FEX First Trust Large Cap Core AlphaDEX Fund 1.9 59 6 6.0 +5.0
CANC Tema Oncology ETF 1.9 75 -10 -2.6 -3.7
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.9 65 0 3.8 +2.8
FYX First Trust Small Cap Core AlphaDEX Fund 1.8 61 4 6.4 +5.3
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.8 35 30 4.2 +3.2
IWM iShares Russell 2000 ETF 1.8 19 46 4.6 +3.5
SFYX SoFi Next 500 ETF 1.8 0 65 6.0 +4.9
MNTL Tema Neuroscience and Mental Health ETF 1.8 75 -10 -0.9 -1.9
IJT iShares S&P Small-Cap 600 Growth ETF 1.8 18 47 5.6 +4.6
BFOR ALPS Barron's 400 ETF 1.8 65 0 6.1 +5.1
XMMO Invesco S&P MidCap Momentum ETF 1.8 34 31 5.7 +4.6
WCLD WisdomTree Cloud Computing Fund 1.8 45 20 1.5 +0.5
XJH iShares ESG Screened S&P Mid-Cap ETF 1.7 12 53 7.2 +6.2
KOCG FIS Knights of Columbus Global Belief ETF 1.7 75 -10 5.1 +4.0
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.7 60 5 9.8 +8.8
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.7 10 55 5.7 +4.7
SLYG SPDR S&P 600 Small Cap Growth ETF 1.7 15 50 5.6 +4.6
FDN First Trust Dow Jones Internet Index Fund 1.7 52 13 3.1 +2.1
AVMV Avantis U.S. Mid Cap Value ETF 1.7 20 45 8.8 +7.8
VTWO Vanguard Russell 2000 ETF 1.7 7 58 4.6 +3.6
FDND FT Vest Dow Jones Internet & Target Income ETF 1.7 75 -10 3.0 +2.0
FLQL Franklin LibertyQ U.S. Equity ETF 1.7 15 50 5.5 +4.5
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.7 43 22 6.3 +5.3
IBOT Vaneck Robotics ETF 1.7 47 18 4.1 +3.1
BLES Inspire Global Hope ETF 1.6 61 4 6.8 +5.8
FCPI Fidelity Stocks for Inflation ETF 1.6 15 50 7.6 +6.6
MDY SPDR S&P Midcap 400 ETF Trust 1.6 24 41 7.3 +6.3
IJH iShares Core S&P Mid-Cap ETF 1.6 5 60 7.5 +6.5
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 1.6 49 16 3.8 +2.7
PRNT 3D Printing ETF 1.6 66 -1 1.3 +0.3
FQAL Fidelity Quality Factor ETF 1.6 15 50 5.7 +4.7
ISCB iShares Morningstar Small-Cap ETF 1.6 4 61 6.2 +5.2
MOTE VanEck Morningstar ESG Moat ETF 1.6 49 16 5.7 +4.6
JHSC John Hancock Multifactor Small Cap ETF 1.6 42 23 6.8 +5.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.6 4 61 6.2 +5.2
CATH Global X S&P 500 Catholic Values Custom ETF 1.6 29 36 4.8 +3.8
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.6 3 62 7.5 +6.5
IVOO Vanguard S&P Mid-Cap 400 ETF 1.6 7 58 7.4 +6.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.6 39 26 6.1 +5.1
SCHM Schwab U.S. Mid-Cap ETF 1.6 4 61 6.8 +5.8
RAYD Rayliant Quantitative Developed Market Equity ETF 1.6 80 -15 4.4 +3.4
JHMM John Hancock Multifactor Mid Cap ETF 1.6 42 23 6.5 +5.5
KRMA Global X Conscious Companies ETF 1.5 43 22 5.9 +4.9
FLV American Century Focused Large Cap Value ETF 1.5 42 23 6.8 +5.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.5 17 48 5.9 +4.9
SCHA Schwab U.S. Small-Cap ETF 1.5 4 61 6.2 +5.2
THRO iShares U.S. Thematic Rotation Active ETF 1.5 90 -25 4.0 +3.0
QTOP iShares Nasdaq Top 30 Stocks ETF 1.5 20 45 4.3 +3.2
JPEF JPMorgan Equity Focus ETF 1.5 50 15 4.3 +3.3
BGRO iShares Large Cap Growth Active ETF 1.5 55 10 3.1 +2.1
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.5 12 53 4.5 +3.5
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.5 60 5 2.1 +1.1
STXK Strive Small-Cap ETF 1.5 18 47 6.2 +5.2
FLDZ RiverNorth Patriot ETF 1.4 75 -10 6.1 +5.1
MODL VictoryShares WestEnd U.S. Sector ETF 1.4 42 23 4.6 +3.6
NUSC Nuveen ESG Small-Cap ETF 1.4 31 34 5.5 +4.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.4 15 50 4.7 +3.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.4 15 50 6.1 +5.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.4 10 55 5.3 +4.3
SCHG Schwab U.S. Large-Cap Growth ETF 1.4 4 61 4.0 +3.0
QQMG Invesco ESG NASDAQ 100 ETF 1.4 20 45 4.1 +3.1
SPHB Invesco S&P 500 High Beta ETF 1.4 25 40 4.6 +3.6
ALTL Pacer Lunt Large Cap Alternator ETF 1.4 60 5 4.2 +3.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.4 60 5 5.2 +4.2
XT iShares Exponential Technologies ETF 1.4 46 19 4.8 +3.8
RSP Invesco S&P 500 Equal Weight ETF 1.4 20 45 6.4 +5.4
IWS iShares Russell Mid-Cap Value ETF 1.4 23 42 6.8 +5.8
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.4 35 30 7.2 +6.2
MTUM iShares MSCI USA Momentum Factor ETF 1.4 15 50 3.6 +2.5
MOAT VanEck Morningstar Wide Moat ETF 1.3 46 19 5.7 +4.6
FSMD Fidelity Small-Mid Multifactor ETF 1.3 15 50 7.2 +6.2
LRGC AB US Large Cap Strategic Equities ETF 1.3 48 17 4.5 +3.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.3 39 26 6.6 +5.6
LQPE PEO AlphaQuest Thematic PE ETF 1.3 125 -60 5.5 +4.5
EQAL Invesco Russell 1000 Equal Weight ETF 1.3 20 45 7.0 +5.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.3 14 51 5.0 +4.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.3 7 58 6.2 +5.2
KIE SPDR S&P Insurance ETF 1.3 35 30 6.8 +5.8
AZTD Aztlan Global Stock Selection DM SMID ETF 1.3 75 -10 7.7 +6.7
RGEF Rockefeller Global Equity ETF 1.3 55 10 4.9 +3.9
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.3 49 16 4.2 +3.2
QQQ Invesco QQQ Trust Series I 1.3 20 45 4.1 +3.1
QQQM Invesco NASDAQ 100 ETF 1.3 15 50 4.1 +3.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.3 9 56 5.0 +3.9
JSTC Adasina Social Justice All Cap Global ETF 1.2 89 -24 4.8 +3.8
XJR iShares ESG Screened S&P Small-Cap ETF 1.2 12 53 7.5 +6.5
HLAL Wahed FTSE USA Shariah ETF 1.2 50 15 4.9 +3.9
ONEQ Fidelity Nasdaq Composite Index ETF 1.2 21 44 3.8 +2.8
ILCG iShares Morningstar Growth ETF 1.2 4 61 3.8 +2.7
FNX First Trust Mid Cap Core AlphaDEX Fund 1.2 60 5 7.7 +6.7
CFA VictoryShares US 500 Volatility Wtd ETF 1.2 35 30 5.9 +4.9
SQLV Royce Quant Small-Cap Quality Value ETF 1.2 60 5 9.8 +8.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.2 29 36 4.5 +3.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.2 40 25 5.8 +4.8
NULC Nuveen ESG Large-Cap ETF 1.2 21 44 4.8 +3.8
IJR iShares Core S&P Small Cap ETF 1.2 6 59 7.9 +6.8
INRO iShares U.S. Industry Rotation Active ETF 1.2 42 23 4.7 +3.7
DFAS Dimensional U.S. Small Cap ETF 1.2 26 39 6.6 +5.6
ABFL Abacus FCF Leaders ETF 1.2 59 6 5.6 +4.6
VFQY Vanguard U.S. Quality Factor ETF 1.2 13 52 6.4 +5.4
SPGP Invesco S&P 500 GARP ETF 1.1 34 31 9.2 +8.2
PRXG Praxis Impact Large Cap Growth ETF 1.1 36 29 4.1 +3.1
STXM Strive Mid-Cap ETF 1.1 18 47 6.4 +5.4
VUG Vanguard Growth ETF 1.1 4 61 4.0 +3.0
GURU Global X Guru Index ETF 1.1 75 -10 3.4 +2.4
VIOO Vanguard S&P Small-Cap 600 ETF 1.1 7 58 7.8 +6.8
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.1 25 40 5.4 +4.3
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.1 30 35 8.4 +7.4
MOTG VanEck Morningstar Global Wide Moat ETF 1.1 52 13 6.7 +5.7
SPLV Invesco S&P 500 Low Volatility ETF 1.1 25 40 5.3 +4.3
COWZ Pacer US Cash Cows 100 ETF 1.1 49 16 9.4 +8.4
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.1 3 62 7.9 +6.9
LGRO Level Four Large Cap Growth Active ETF 1.1 55 10 3.8 +2.8
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.1 20 45 7.8 +6.7
REVS Columbia Research Enhanced Value ETF 1.1 19 46 7.8 +6.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.1 15 50 7.5 +6.5
ABIG Argent Large Cap ETF 1.1 49 16 7.5 +6.5
XMAG Defiance Large Cap ex-Mag 7 ETF 1.1 35 30 5.2 +4.2
HLGE Hartford Longevity Economy ETF 1.1 44 21 6.6 +5.5
VONG Vanguard Russell 1000 Growth ETF 1.1 7 58 4.6 +3.5
IWF iShares Russell 1000 Growth ETF 1.1 19 46 4.4 +3.4
DFSU Dimensional US Sustainability Core 1 ETF 1.1 18 47 5.5 +4.5
ROSC Hartford Multifactor Small Cap ETF 1.1 34 31 9.8 +8.8
ESIX SPDR S&P SmallCap 600 ESG ETF 1.1 12 53 8.2 +7.2
TAX Cambria Tax Aware ETF 1.0 49 16 5.2 +4.2
JMOM JPMorgan U.S. Momentum Factor ETF 1.0 12 53 4.5 +3.5
TMFC Motley Fool 100 Index ETF 1.0 50 15 3.6 +2.5
SMAP Amplify Small-Mid Cap Equity ETF 1.0 60 5 5.5 +4.4
RFFC ALPS Active Equity Opportunity ETF 1.0 48 17 4.5 +3.5
HAPI Harbor Human Capital Factor US Large Cap ETF 1.0 36 29 4.9 +3.8
IUSG iShares Core S&P U.S. Growth ETF 1.0 4 61 4.2 +3.2
FUNL CornerCap Fundametrics Large-Cap ETF 1.0 50 15 7.4 +6.3
ROE Astoria US Quality Kings ETF 1.0 49 16 6.7 +5.7
IMCV iShares Morningstar Mid-Cap Value ETF 1.0 6 59 8.2 +7.2
ESGV Vanguard ESG U.S. Stock ETF 1.0 9 56 4.8 +3.8
SPMO Invesco S&P 500 Momentum ETF 1.0 13 52 3.6 +2.6
GLBL Pacer MSCI World Industry Advantage ETF 1.0 65 0 4.2 +3.2
ONEO SPDR Russell 1000 Momentum Focus ETF 1.0 20 45 7.1 +6.1
USXF iShares ESG Advanced MSCI USA ETF 1.0 10 55 4.6 +3.6
RNMC First Trust Mid Cap US Equity Select ETF 1.0 60 5 6.5 +5.4
SPXT ProShares S&P 500 Ex-Technology ETF 1.0 9 56 5.6 +4.6
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.0 20 45 6.0 +4.9
ADME Aptus Drawdown Managed Equity ETF 1.0 79 -14 4.2 +3.2
CHGX AXS Change Finance ESG ETF 1.0 49 16 4.9 +3.8
GVLU Gotham 1000 Value ETF 1.0 50 15 9.0 +8.0
SIXL ETC 6 Meridian Low Beta Equity ETF 1.0 80 -15 6.1 +5.1
PEXL Pacer US Export Leaders ETF 0.9 60 5 4.6 +3.6
EQWL Invesco S&P 100 Equal Weight ETF 0.9 25 40 6.0 +5.0
VUSE Vident U.S. Equity Strategy ETF 0.9 50 15 4.6 +3.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.9 15 50 5.0 +4.0
FNDA Schwab Fundamental US Small Co. Index ETF 0.9 25 40 8.0 +7.0
HGRO Hedgeye Quality Growth ETF 0.9 70 -5 3.3 +2.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.9 60 5 6.3 +5.2
STXG Strive 1000 Growth ETF 0.9 18 47 3.9 +2.9
FSST Fidelity Sustainable U.S. Equity ETF 0.9 59 6 4.3 +3.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.9 25 40 8.1 +7.1
IVW iShares S&P 500 Growth ETF 0.9 18 47 4.0 +3.0
SPYG SPDR Portfolio S&P 500 Growth ETF 0.9 4 61 4.2 +3.1
VOOG Vanguard S&P 500 Growth ETF 0.9 7 58 4.1 +3.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.9 45 20 4.5 +3.5
CRTC Xtrackers US National Critical Technologies ETF 0.9 35 30 4.8 +3.8
ACVF American Conservative Values ETF 0.9 75 -10 4.4 +3.3
SMCF Themes US Small Cap Cash Flow Champions ETF 0.9 29 36 12.5 +11.5
ARKQ ARK Autonomous Technology & Robotics ETF 0.9 75 -10 0.4 -0.7
DEUS Xtrackers Russell US Multifactor ETF 0.9 17 48 7.1 +6.1
JHML John Hancock Multifactor Large Cap ETF 0.9 29 36 5.4 +4.4
ABLS Abacus FCF Small Cap Leaders ETF 0.9 59 6 6.4 +5.4
TTAC FCF US Quality ETF 0.8 59 6 6.1 +5.1
OGIG ALPS O'Shares Global Internet Giants ETF 0.8 48 17 1.6 +0.6
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.8 47 18 9.3 +8.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.8 19 46 5.2 +4.2
WCEO Hypatia Women CEO ETF 0.8 85 -20 4.4 +3.4
PSET Principal Quality ETF 0.8 15 50 5.4 +4.3
AFMC First Trust Active Factor Mid Cap ETF 0.8 65 0 9.0 +7.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.8 11 54 5.0 +4.0
EGUS iShares ESG Aware MSCI USA Growth ETF 0.8 18 47 4.1 +3.1
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.8 79 -14 4.5 +3.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.8 3 62 5.0 +4.0
DSPY Tema S&P 500 Historical Weight ETF 0.8 18 47 5.2 +4.2
VTI Vanguard Total Stock Market ETF 0.8 3 62 5.0 +3.9
VTHR Vanguard Russell 3000 ETF 0.8 7 58 5.0 +3.9
IWV iShares Russell 3000 ETF 0.8 20 45 4.8 +3.8
ULVM VictoryShares US Value Momentum ETF 0.8 20 45 7.4 +6.3
VOTE TCW Transform 500 ETF 0.8 5 60 4.9 +3.9
SCHB Schwab U.S. Broad Market ETF 0.8 3 62 5.1 +4.1
SPXN ProShares S&P 500 Ex-Financials ETF 0.8 9 56 5.0 +4.0
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.8 35 30 9.8 +8.8
DFUS Dimensional U.S. Equity ETF 0.8 9 56 4.9 +3.9
NULG Nuveen ESG Large-Cap Growth ETF 0.8 26 39 3.3 +2.3
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.8 35 30 7.8 +6.8
IWY iShares Russell Top 200 Growth ETF 0.8 20 45 4.6 +3.5
ESGU iShares ESG Aware MSCI USA ETF 0.8 15 50 4.9 +3.9
FPX First Trust US Equity Opportunities ETF 0.8 61 4 1.0 -0.1
IYY iShares Dow Jones U.S. ETF 0.8 20 45 4.9 +3.8
IDNA iShares Genomics Immunology and Healthcare ETF 0.8 47 18 -2.2 -3.2
BKLC BNY Mellon US Large Cap Core Equity ETF 0.8 0 65 5.0 +4.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.8 2 63 5.0 +4.0
SDG iShares MSCI Global Sustainable Development Goals ETF 0.8 49 16 6.2 +5.2
IWB iShares Russell 1000 ETF 0.8 15 50 4.9 +3.9
VONE Vanguard Russell 1000 ETF 0.8 7 58 5.0 +4.0
SFY SoFi Select 500 ETF 0.8 0 65 4.5 +3.5
SHUS Syntax Stratified U.S. Total Market Hedged ETF 0.8 65 0 6.4 +5.4
SSPY Syntax Stratified LargeCap ETF 0.8 30 35 6.7 +5.7
MGK Vanguard Mega Cap Growth ETF 0.8 7 58 4.1 +3.1
QNXT iShares Nasdaq-100 ex Top 30 ETF 0.8 20 45 4.2 +3.2
SCHX Schwab U.S. Large-Cap ETF 0.8 3 62 5.1 +4.0
SCHK Schwab 1000 Index ETF 0.8 5 60 5.1 +4.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.8 7 58 4.9 +3.9
QLC FlexShares US Quality Large Cap Index Fund 0.8 25 40 5.5 +4.5
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.8 12 53 4.6 +3.6
PBUS Invesco MSCI USA ETF 0.7 4 61 5.0 +3.9
ILCB iShares Morningstar U.S. Equity ETF 0.7 3 62 5.0 +3.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.7 9 56 5.3 +4.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.7 25 40 5.8 +4.8
DSI iShares MSCI KLD 400 Social ETF 0.7 25 40 4.9 +3.9
TOV JLens 500 Jewish Advocacy U.S. ETF 0.7 18 47 4.7 +3.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.7 18 47 7.8 +6.8
RNIN Bushido Capital US SMID Cap Equity ETF 0.7 70 -5 5.0 +4.0
DCOR Dimensional US Core Equity 1 ETF 0.7 14 51 5.5 +4.5
PRN Invesco Dorsey Wright Industrials Momentum ETF 0.7 60 5 3.6 +2.6
MAGA Point Bridge America First ETF 0.7 72 -7 6.1 +5.0
EES WisdomTree U.S. SmallCap Fund 0.7 38 27 9.1 +8.1
DFAC Dimensional U.S. Core Equity 2 ETF 0.7 17 48 5.6 +4.6
FBCG Fidelity Blue Chip Growth ETF 0.7 59 6 2.9 +1.9
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.7 3 62 5.2 +4.2
XVV iShares ESG Screened S&P 500 ETF 0.7 8 57 4.9 +3.9
SPXE ProShares S&P 500 Ex-Energy ETF 0.7 9 56 4.9 +3.9
DSTL Distillate US Fundamental Stability & Value ETF 0.7 39 26 8.4 +7.4
QUS SPDR MSCI USA StrategicFactors ETF 0.7 15 50 5.8 +4.7
STRV Strive 500 ETF 0.7 5 60 4.9 +3.9
ISMD Inspire Small/Mid Cap ETF 0.7 54 11 6.1 +5.0
VV Vanguard Large-Cap ETF 0.7 4 61 4.9 +3.9
DFAU Dimensional US Core Equity Market ETF 0.7 12 53 5.1 +4.1
RECS Columbia Research Enhanced Core ETF 0.7 15 50 5.9 +4.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.7 10 55 4.4 +3.4
VBR Vanguard Small Cap Value ETF 0.7 7 58 9.2 +8.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.7 75 -10 4.1 +3.0
SKYY First Trust Cloud Computing ETF 0.6 60 5 3.0 +2.0
TPSC Timothy Plan US Small Cap Core ETF 0.6 52 13 7.0 +6.0
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.6 20 45 4.8 +3.8
USMF WisdomTree U.S. Multifactor Fund 0.6 28 37 7.0 +5.9
SPLG SPDR Portfolio S&P 500 ETF 0.6 2 63 5.1 +4.0
XDAT Franklin Exponential Data ETF 0.6 50 15 2.1 +1.1
VFMF Vanguard U.S. Multifactor ETF 0.6 18 47 8.3 +7.2
IVV iShares Core S&P 500 ETF 0.6 3 62 5.0 +4.0
SPY SPDR S&P 500 ETF Trust 0.6 9 56 5.0 +4.0
EZM WisdomTree U.S. MidCap Fund 0.6 38 27 9.3 +8.3
VOO Vanguard S&P 500 ETF 0.6 3 62 5.1 +4.0
ARVR First Trust Indxx Metaverse ETF 0.6 70 -5 4.1 +3.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.6 12 53 5.3 +4.2
KOKU Xtrackers MSCI Kokusai Equity ETF 0.6 9 56 5.3 +4.3
MILN Global X Millennial Consumer ETF 0.6 50 15 3.7 +2.6
APUE ActivePassive U.S. Equity ETF 0.6 45 20 4.7 +3.7
JSML Janus Henderson Small Cap Growth Alpha ETF 0.6 30 35 8.3 +7.2
RNSC Furst Trust Small Cap US Equity Select ETF 0.6 60 5 6.1 +5.1
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.6 35 30 10.6 +9.6
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.6 59 6 6.5 +5.5
XSHQ Invesco S&P SmallCap Quality ETF 0.6 29 36 8.3 +7.2
RVRB Reverb ETF 0.6 30 35 4.6 +3.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.6 20 45 5.1 +4.1
QDEF FlexShares Quality Dividend Defensive Index Fund 0.6 37 28 6.2 +5.2
TOK iShares MSCI Kokusai ETF 0.6 26 39 5.2 +4.1
XLG Invesco S&P 500 Top 50 ETF 0.6 20 45 4.5 +3.5
HART IQ Healthy Hearts ETF 0.6 45 20 6.7 +5.6
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.6 10 55 4.4 +3.4
AVUS Avantis U.S. Equity ETF 0.6 15 50 5.9 +4.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.6 29 36 6.5 +5.5
QDF FlexShares Quality Dividend Index Fund 0.6 37 28 6.4 +5.3
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 0.6 29 36 6.4 +5.4
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.6 25 40 5.4 +4.3
NIXT Research Affiliates Deletions ETF 0.6 9 56 8.8 +7.8
SMMD iShares Russell 2500 ETF 0.5 15 50 6.4 +5.4
IJJ iShares S&P Mid-Cap 400 Value ETF 0.5 18 47 8.9 +7.9
URTH iShares MSCI World ETF 0.5 24 41 5.2 +4.2
SUSL iShares ESG MSCI USA Leaders ETF 0.5 10 55 5.0 +4.0
FTA First Trust Large Cap Value AlphaDEX Fund 0.5 59 6 9.1 +8.1
MDYV SPDR S&P 400 Mid Cap Value ETF 0.5 15 50 8.9 +7.9
RCGE RockCreek Global Equality ETF 0.5 95 -30 6.4 +5.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.5 10 55 8.9 +7.9
FELG Fidelity Enhanced Large Cap Growth ETF 0.5 18 47 4.8 +3.8
JQUA JPMorgan U.S. Quality Factor ETF 0.5 12 53 5.9 +4.9
VT Vanguard Total World Stock ETF 0.5 6 59 6.0 +5.0
AOTG AOT Growth and Innovation ETF 0.5 75 -10 1.8 +0.8
VTWV Vanguard Russell 2000 Value ETF 0.5 10 55 7.8 +6.8
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.5 15 50 8.0 +6.9
OPTZ Optimize Strategy Index ETF 0.5 50 15 5.0 +4.0
IJS iShares S&P Small-Cap 600 Value ETF 0.5 18 47 10.1 +9.1
QWLD SPDR MSCI World StrategicFactors ETF 0.5 30 35 6.1 +5.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.5 20 45 5.8 +4.8
JAVA JPMorgan Active Value ETF 0.5 44 21 6.4 +5.4
ACWI iShares MSCI ACWI ETF 0.5 32 33 5.7 +4.7
OEF iShares S&P 100 ETF 0.5 20 45 4.6 +3.6
DXUV Dimensional US Vector Equity ETF 0.5 28 37 6.3 +5.3
KLMN Invesco MSCI North America Climate ETF 0.5 9 56 5.1 +4.1
IWC iShares Micro-Cap ETF 0.5 60 5 -0.6 -1.6
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.5 10 55 10.2 +9.2
SLYV SPDR S&P 600 Small Cap Value ETF 0.5 15 50 10.2 +9.2
ISCV iShares Morningstar Small Cap Value ETF 0.5 6 59 9.4 +8.4
VSLU Applied Finance Valuation Large Cap ETF 0.5 49 16 5.6 +4.6
AVSU Avantis Responsible U.S. Equity ETF 0.5 15 50 6.1 +5.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.4 39 26 9.6 +8.6
IWD iShares Russell 1000 Value ETF 0.4 19 46 6.5 +5.5
RWK Invesco S&P MidCap 400 Revenue ETF 0.4 39 26 9.5 +8.5
SPHQ Invesco S&P 500 Quality ETF 0.4 15 50 5.2 +4.2
GVUS Marketbeta Russell 1000 Value Equity ETF 0.4 12 53 6.6 +5.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.4 10 55 5.0 +4.0
NUMV Nuveen ESG Mid-Cap Value ETF 0.4 31 34 7.1 +6.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.4 15 50 8.1 +7.1
CZA Invesco Zacks Mid-Cap ETF 0.4 72 -7 6.5 +5.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.4 18 47 5.8 +4.8
VONV Vanguard Russell 1000 Value ETF 0.4 7 58 6.6 +5.6
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 6.8 +5.8
MGC Vanguard Mega Cap ETF 0.4 7 58 4.7 +3.7
OALC OneAscent Large Cap Core ETF 0.4 86 -21 4.1 +3.1
VFMV Vanguard U.S. Minimum Volatility ETF 0.4 13 52 5.7 +4.7
VEGN US Vegan Climate ETF 0.4 60 5 4.5 +3.5
IWL iShares Russell Top 200 ETF 0.4 15 50 4.7 +3.7
IUS Invesco RAFI Strategic US ETF 0.4 19 46 6.8 +5.7
EPS WisdomTree U.S. LargeCap Fund 0.4 8 57 5.8 +4.8
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.4 25 40 11.6 +10.6
EVUS iShares ESG Aware MSCI USA Value ETF 0.4 18 47 6.8 +5.8
SAGP Strategas Global Policy Opportunities ETF 0.4 65 0 5.2 +4.2
IAK iShares U.S. Insurance ETF 0.4 40 25 7.0 +6.0
LRND IQ U.S. Large Cap R&D Leaders ETF 0.4 14 51 5.4 +4.4
GSPY Gotham Enhanced 500 ETF 0.4 50 15 5.4 +4.3
EBI Longview Advantage ETF 0.3 35 30 6.7 +5.7
SPMV Invesco S&P 500 Minimum Variance ETF 0.3 10 55 5.4 +4.4
HDUS Hartford Disciplined US Equity ETF 0.3 19 46 5.8 +4.8
VLU SPDR S&P 1500 Value Tilt ETF 0.3 12 53 7.6 +6.6
KLMT Invesco MSCI Global Climate 500 ETF 0.3 10 55 5.9 +4.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 56 5.9 +4.9
QUAL iShares MSCI USA Quality Factor ETF 0.3 15 50 5.3 +4.3
ROUS Hartford Multifactor US Equity ETF 0.3 19 46 7.2 +6.2
FAB First Trust Multi Cap Value AlphaDEX Fund 0.3 67 -2 10.2 +9.1
IUSV iShares Core S&P US Value ETF 0.3 4 61 6.5 +5.5
AIEQ AI Powered Equity ETF 0.3 75 -10 3.8 +2.8
PRF Invesco FTSE RAFI US 1000 ETF 0.3 39 26 6.9 +5.9
FNDB Schwab Fundamental US Broad Market Index ETF 0.3 25 40 7.3 +6.2
VOOV Vanguard S&P 500 Value ETF 0.3 7 58 6.4 +5.4
IWN iShares Russell 2000 Value ETF 0.3 24 41 7.7 +6.7
IVE iShares S&P 500 Value ETF 0.3 18 47 6.3 +5.3
SPYV SPDR Portfolio S&P 500 Value ETF 0.3 4 61 6.4 +5.4
DFUV Dimensional US Marketwide Value ETF 0.3 22 43 7.7 +6.7
DFVX Dimensional US Large Cap Vector ETF 0.3 22 43 6.3 +5.2
CALF Pacer US Small Cap Cash Cows 100 ETF 0.3 59 6 11.2 +10.2
SUSA iShares MSCI USA ESG Select ETF 0.3 25 40 4.9 +3.9
DFAT Dimensional U.S. Targeted Value ETF 0.3 28 37 9.5 +8.5
DFLV Dimensional US Large Cap Value ETF 0.3 22 43 7.9 +6.9
FNDX Schwab Fundamental US Large Co. Index ETF 0.3 25 40 7.2 +6.2
FYT First Trust Small Cap Value AlphaDEX Fund 0.3 73 -8 11.3 +10.2
SNPV Xtrackers S&P 500 Value ESG ETF 0.2 15 50 6.8 +5.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.2 19 46 6.5 +5.4
RWL Invesco S&P 500 Revenue ETF 0.2 39 26 6.8 +5.8
RAFE PIMCO RAFI ESG U.S. ETF 0.2 29 36 7.3 +6.3
AVUQ Avantis U.S. Quality ETF 0.2 15 50 4.8 +3.8
ILCV iShares Morningstar Value ETF 0.2 4 61 6.7 +5.7
PRXV Praxis Impact Large Cap Value ETF 0.2 36 29 6.6 +5.6
QVML Invesco S&P 500 QVM Multi-factor ETF 0.2 11 54 5.1 +4.1
AFLG First Trust Active Factor Large Cap ETF 0.2 55 10 6.2 +5.2
STXD Strive 1000 Dividend Growth ETF 0.2 35 30 4.9 +3.9
GLOF iShares Global Equity Factor ETF 0.2 20 45 6.7 +5.7
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.2 20 45 6.0 +5.0
LRGF iShares U.S. Equity Factor ETF 0.2 8 57 5.6 +4.6
VTV Vanguard Value ETF 0.2 4 61 7.0 +5.9
AVSC Avantis U.S Small Cap Equity ETF 0.2 25 40 6.0 +5.0
ACWV iShares MSCI Global Min Vol Factor ETF 0.2 20 45 6.0 +5.0
VIG Vanguard Dividend Appreciation ETF 0.2 5 60 5.7 +4.6
GOP Unusual Whales Subversive Republican Trading ETF 0.2 50 15 5.8 +4.8
WRND IQ Global Equity R&D Leaders ETF 0.2 18 47 8.4 +7.3
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.2 32 33 5.0 +4.0
LVOL American Century Low Volatility ETF 0.2 29 36 4.8 +3.8
VALQ American Century U.S. Quality Value ETF 0.2 29 36 7.7 +6.7
NACP Impact Shares NAACP Minority Empowerment ETF 0.2 49 16 4.9 +3.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.2 7 58 5.1 +4.1
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 40 10.2 +9.1
VOE Vanguard Mid-Cap Value ETF 0.2 7 58 7.8 +6.8
PFM Invesco Dividend Achievers ETF 0.2 53 12 5.3 +4.3
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 5.2 +4.1
AVLV Avantis U.S. Large Cap Value ETF 0.1 15 50 7.9 +6.9
USMV iShares MSCI USA Min Vol Factor ETF 0.1 15 50 5.7 +4.7
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 47 3.8 +2.7
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 23 5.5 +4.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.1 8 57 5.1 +4.1
DGRW WisdomTree US Quality Dividend Growth Fund 0.1 28 37 5.5 +4.5
SNPG Xtrackers S&P 500 Growth ESG ETF 0.1 15 50 4.5 +3.5
TXS Texas Capital Texas Equity Index ETF 0.1 49 16 5.7 +4.7
CCMG CCM Global Equity ETF 0.1 34 31 8.7 +7.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 40 6.0 +4.9
NANC Unusual Whales Subversive Democratic Trading ETF 0.1 75 -10 3.7 +2.7
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.1 29 36 8.7 +7.7
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 61 6.8 +5.8
AUSF Global X Adaptive U.S. Factor ETF 0.1 27 38 8.9 +7.9
STXV Strive 1000 Value ETF 0.1 18 47 8.1 +7.1
DGRO iShares Core Dividend Growth ETF 0.1 8 57 6.5 +5.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.1 30 35 4.5 +3.5
SHE SPDR MSCI USA Gender Diversity ETF 0.1 20 45 5.0 +4.0
PKW Invesco Buyback Achievers ETF 0.1 62 3 7.4 +6.3
DFSV Dimensional US Small Cap Value ETF 0.1 31 34 10.4 +9.4
VFVA Vanguard U.S. Value Factor ETF 0.1 13 52 11.3 +10.2
DLN WisdomTree U.S. LargeCap Dividend Fund 0.0 28 37 6.0 +5.0
DTD WisdomTree U.S. Total Dividend Fund 0.0 28 37 6.4 +5.3
FELC Fidelity Enhanced Large Cap Core ETF 0.0 18 47 5.3 +4.3
FNCL Fidelity MSCI Financials Index ETF 0.0 8 57 6.4 +5.4
PNQI Invesco NASDAQ Internet ETF 0.0 60 5 3.2 +2.2
VFH Vanguard Financials ETF 0.0 9 56 6.5 +5.4
DUHP Dimensional US High Profitability ETF 0.0 21 44 6.4 +5.4
NULV Nuveen ESG Large-Cap Value ETF 0.0 26 39 6.3 +5.3

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 3.9 x
Less: Expense ratio 65 bp
Equals: ALTAR Score 1.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.53 CATEGORY
AVERAGE		 1.57
 
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.