First Trust Nasdaq Lux Digital Health Solutions ETF
ALTAR
Score™		 1.1% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 42.7x P/Sales
ratio		 3.4x
P/BV
ratio		 4.0x 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 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 8.8 %
RESMED INC 8.8 %
DEXCOM INC 8.1 %
INTUITIVE SURGICAL INC 8.0 %
IQVIA HOLDINGS INC 6.2 %
INSULET CORP 5.0 %
HIMS & HERS HEALTH, INC. CLASS A 4.7 %
QIAGEN NV 4.5 %
NATERA INC 4.2 %
EXACT SCIENCES CORP 4.2 %
Total 62.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 93.7 %
NETHERLANDS 4.6 %
COSTA RICA 0.4 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 30)
Year-to-date 1 year 5 years 10 years Since Incep.
0.5% 8.9% -- -- -4.6%

Market Correlations
versus... Beta R-squared
S&P500 1.36 73%
MSCI EAFE 1.05 46%
MSCI Emg. Mkts. 0.70 20%

Technical Indicators
Recent close $17.07
30d moving avg. $16.32
Annualized volatility 26.8%
Short interest (ETF) 0.2%
Relative strength (RSI) 55

Liquidity measures
Avg. volume (thou.) 4
Turnover 2.0%
Bid/Ask (% of price) 0.78%
ADV underlying (mns) $2,581

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 567 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 -1.7
FDHT Fidelity Digital Health ETF 36.3 39 26 0.9 -0.1
FMED Fidelity Disruptive Medicine ETF 28.4 50 15 -1.1 -2.2
IHI iShares U.S. Medical Devices ETF 24.0 40 25 3.8 +2.7
XHE SPDR S&P Health Care Equipment ETF 22.2 35 30 3.0 +2.0
HTEC ROBO Global Healthcare Technology and Innovation ETF 20.0 68 -3 2.6 +1.5
MDEV First Trust Indxx Medical Devices ETF 18.6 70 -5 4.4 +3.4
FXH First Trust Health Care AlphaDEX Fund 16.2 62 3 8.9 +7.8
GDOC Goldman Sachs Future Health Care Equity ETF 15.6 75 -10 2.9 +1.8
BBH VanEck Biotech ETF 14.5 35 30 6.0 +5.0
BMED Future Health ETF 14.0 85 -20 0.5 -0.5
MEDI Harbor Health Care ETF 13.5 80 -15 -1.6 -2.7
RSPH Invesco S&P 500 Equal Weight Health Care ETF 12.8 40 25 8.0 +6.9
PBE Invesco Biotechnology & Genome ETF 12.3 58 7 2.3 +1.2
ARKG ARK Genomic Revolution ETF 12.3 75 -10 0.0 -1.1
HELX Franklin Genomic Advancements ETF 12.1 50 15 -0.2 -1.3
GNOM Global X Genomics & Biotechnology ETF 12.0 50 15 -4.1 -5.1
FBT First Trust NYSE Arca Biotechnology Index Fund 11.5 56 9 5.7 +4.6
PINK Simplify Health Care ETF 10.7 50 15 1.1 +0.0
IHF iShares U.S. Healthcare Providers ETF 10.2 40 25 8.0 +7.0
BOTZ Global X Robotics & Artificial Intelligence ETF 9.2 69 -4 2.5 +1.5
IYH iShares U.S. Healthcare ETF 8.9 40 25 7.2 +6.1
VHT Vanguard Health Care ETF 8.7 10 55 6.3 +5.3
PTH Invesco Dorsey Wright Healthcare Momentum ETF 8.4 60 5 -2.6 -3.6
WDNA WisdomTree BioRevolution Fund 8.2 45 20 -1.7 -2.7
NUMG Nuveen ESG Mid-Cap Growth ETF 8.1 31 34 2.6 +1.5
BIBL Inspire 100 ETF 8.1 35 30 5.5 +4.4
DTEC ALPS Disruptive Technologies ETF 8.0 50 15 3.9 +2.9
FHLC Fidelity MSCI Health Care Index ETF 7.6 8 57 6.5 +5.5
RJMG FT Raymond James Multicap Growth Equity ETF 7.6 85 -20 2.3 +1.3
XBI SPDR S&P BIOTECH ETF 7.6 35 30 -3.3 -4.4
IBB iShares Biotechnology ETF 7.4 45 20 0.9 -0.1
XHS SPDR S&P Health Care Services ETF 7.3 35 30 3.6 +2.6
XLV Health Care Select Sector SPDR Fund 7.0 8 57 7.8 +6.8
BELT iShares Long-Term U.S. Equity Active ETF 6.9 75 -10 3.3 +2.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 6.8 35 30 5.5 +4.4
DRUP GraniteShares Nasdaq Select Disruptors ETF 6.8 60 5 4.2 +3.1
IQM Franklin Intelligent Machines ETF 6.7 50 15 2.3 +1.3
IGPT Invesco AI and Next Gen Software ETF 6.6 60 5 5.0 +3.9
SNSR Global X Internet of Things ETF 6.5 68 -3 4.8 +3.7
PSCH Invesco S&P SmallCap Health Care ETF 6.4 29 36 4.4 +3.4
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 6.4 60 5 6.2 +5.2
LFSC F/m Emerald Life Sciences Innovation ETF 6.0 79 -14 0.0 -1.1
ANEW ProShares MSCI Transformational Changes ETF 5.9 45 20 6.3 +5.3
NBDS Neuberger Berman Disrupters ETF 5.9 55 10 0.8 -0.2
FFTY Innovator IBD 50 ETF 5.8 80 -15 -0.4 -1.4
USRD Themes US R&D Champions ETF 5.7 29 36 5.1 +4.1
AGNG Global X Aging Population ETF 5.7 50 15 4.9 +3.9
SXQG ETC 6 Meridian Quality Growth ETF 5.5 100 -35 4.5 +3.5
KOMP SPDR S&P Kensho New Economies Composite ETF 5.3 20 45 3.6 +2.5
TMFX Motley Fool Next Index ETF 5.3 50 15 2.9 +1.8
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 5.2 75 -10 1.0 -0.1
QQQJ Invesco NASDAQ Next Gen 100 ETF 5.1 15 50 5.5 +4.5
MGRO VanEck Morningstar Wide Moat Growth ETF 5.0 49 16 4.6 +3.5
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 5.0 20 45 5.2 +4.1
IXJ iShares Global Healthcare ETF 4.9 42 23 7.2 +6.2
ARKK ARK Innovation ETF 4.8 75 -10 -2.9 -4.0
THNR Amplify Weight Loss Drug & Treatment ETF 4.7 59 6 6.0 +4.9
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 3.5 +2.5
FYC First Trust Small Cap Growth AlphaDEX Fund 4.4 71 -6 0.5 -0.5
VBK Vanguard Small-Cap Growth ETF 4.4 7 58 2.0 +1.0
QMOM Alpha Architect U.S. Quantitative Momentum ETF 4.2 39 26 3.7 +2.7
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 4.1 95 -30 0.6 -0.4
FFOG Franklin Focused Growth ETF 4.1 61 4 2.5 +1.4
VOT Vanguard Mid-Cap Growth ETF 4.0 7 58 3.7 +2.7
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 4.0 49 16 4.4 +3.3
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 5.8 +4.8
ROBO ROBO Global Robotics & Automation Index ETF 3.9 95 -30 3.9 +2.8
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 3.9 60 5 4.3 +3.2
FDMO Fidelity Momentum Factor ETF 3.8 15 50 3.9 +2.9
TMFM Motley Fool Mid-Cap Growth ETF 3.7 85 -20 3.8 +2.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.7 70 -5 3.0 +1.9
RUNN Running Oak Efficient Growth ETF 3.6 58 7 4.9 +3.9
TMFG Motley Fool Global Opportunities ETF 3.5 85 -20 3.8 +2.8
SMOT VanEck Morningstar SMID Moat ETF 3.4 49 16 7.1 +6.1
FTXH First Trust Nasdaq Pharmaceuticals ETF 3.3 60 5 11.3 +10.3
IMCG iShares Morningstar Mid-Cap Growth ETF 3.3 6 59 4.2 +3.2
RND First Trust Bloomberg R&D Leaders ETF 3.3 60 5 3.8 +2.8
PSC Principal U.S. Small-Cap ETF 3.3 38 27 7.2 +6.1
SAMT Strategas Macro Thematic Opportunities ETF 3.2 65 0 3.0 +2.0
PRAY FIS Christian Stock Fund 3.2 69 -4 5.5 +4.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.2 65 0 3.3 +2.2
SYNB Putnam BioRevolution ETF 3.1 70 -5 3.0 +1.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.1 64 1 2.4 +1.3
VTWG Vanguard Russell 2000 Growth ETF 3.1 15 50 1.5 +0.5
IWO iShares Russell 2000 Growth ETF 3.1 24 41 1.5 +0.4
MOTE VanEck Morningstar ESG Moat ETF 3.1 49 16 5.9 +4.9
FDWM Fidelity Women's Leadership ETF 3.1 59 6 5.3 +4.2
CSMD Congress SMid Growth ETF 3.1 69 -4 4.1 +3.0
TMFS Motley Fool Small-Cap Growth ETF 3.1 85 -20 3.6 +2.5
BUZZ VanEck Social Sentiment ETF 3.0 75 -10 -0.2 -1.3
GGRW Gabelli Growth Innovators ETF 3.0 90 -25 2.5 +1.4
BKWO BNY Mellon Women's Opportunities ETF 3.0 50 15 3.8 +2.8
RPG Invesco S&P 500 Pure Growth ETF 3.0 35 30 3.5 +2.4
CGGR Capital Group Growth ETF 2.9 39 26 3.4 +2.4
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.9 15 50 4.4 +3.3
DFNV Donoghue Forlines Innovation ETF 2.9 69 -4 4.5 +3.4
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.9 40 25 3.9 +2.8
GINN Goldman Sachs Innovate Equity ETF 2.8 52 13 4.2 +3.2
CAML Congress Large Cap Growth ETF 2.8 66 -1 3.3 +2.2
PTL Inspire 500 ETF 2.8 9 56 5.6 +4.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 2.8 38 27 6.3 +5.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.7 50 15 4.2 +3.1
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.7 9 56 4.8 +3.8
MDCP VictoryShares THB Mid Cap ESG ETF 2.7 55 10 5.9 +4.8
IJK iShares S&P Mid-Cap 400 Growth ETF 2.7 17 48 6.2 +5.2
XITK SPDR FactSet Innovative Technology ETF 2.7 45 20 0.4 -0.6
IBBQ Invesco Nasdaq Biotechnology ETF 2.6 19 46 0.8 -0.3
ISCG iShares Morningstar Small-Cap Growth ETF 2.6 6 59 3.0 +1.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.6 15 50 6.2 +5.2
GQQQ Astoria US Quality Growth Kings ETF 2.6 35 30 5.0 +3.9
MOAT VanEck Morningstar Wide Moat ETF 2.6 46 19 6.0 +5.0
GRNY Fundstrat Granny Shots US Large Cap ETF 2.5 75 -10 3.4 +2.3
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.5 15 50 6.2 +5.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.5 30 35 7.0 +6.0
IBUY Amplify Online Retail ETF 2.5 65 0 3.0 +2.0
FBOT Fidelity Disruptive Automation ETF 2.5 50 15 3.9 +2.8
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 2.4 65 0 5.2 +4.1
ETHO Etho Climate Leadership U.S. ETF 2.4 47 18 5.8 +4.8
JOET Virtus Terranova US Quality Momentum ETF 2.3 29 36 4.9 +3.8
VFMO Vanguard U.S. Momentum Factor ETF 2.3 13 52 3.2 +2.2
FDG American Century Focused Dynamic Growth ETF 2.3 45 20 2.2 +1.1
WTAI WisdomTree Artificial Intelligence and Innovation Fund 2.3 45 20 3.1 +2.0
FTC First Trust Large Cap Growth AlphaDEX Fund 2.2 59 6 2.9 +1.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.2 24 41 8.3 +7.3
FESM Fidelity Enhanced Small Cap ETF 2.2 28 37 8.2 +7.2
VB Vanguard Small-Cap ETF 2.2 5 60 6.5 +5.5
TMAT Main Thematic Innovation ETF 2.2 164 -99 -1.5 -2.6
VXF Vanguard Extended Market ETF 2.2 6 59 5.1 +4.1
FTGS First Trust Growth Strength ETF 2.2 60 5 5.1 +4.1
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.2 35 30 4.4 +3.4
BOUT Innovator IBD Breakout Opportunities ETF 2.2 81 -16 3.1 +2.0
FDLS Inspire Fidelis Multi Factor ETF 2.2 76 -11 5.2 +4.1
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 2.1 58 7 4.1 +3.1
IJT iShares S&P Small-Cap 600 Growth ETF 2.1 18 47 5.9 +4.9
FYX First Trust Small Cap Core AlphaDEX Fund 2.1 61 4 6.8 +5.8
JGRO JPMorgan Active Growth ETF 2.1 44 21 3.7 +2.6
RSMC Rockefeller U.S. Small-Mid Cap ETF 2.1 75 -10 5.1 +4.0
LRGE ClearBridge Large Cap Growth ESG ETF 2.1 59 6 4.0 +3.0
IWR iShares Russell Midcap ETF 2.1 19 46 6.1 +5.0
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.1 65 0 3.8 +2.7
CZA Invesco Zacks Mid-Cap ETF 2.1 72 -7 6.6 +5.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.1 9 56 6.3 +5.3
CVAR Cultivar ETF 2.1 87 -22 7.3 +6.3
FSCS First Trust SMID Capital Strength ETF 2.0 60 5 7.1 +6.0
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.0 15 50 5.9 +4.9
SLYG SPDR S&P 600 Small Cap Growth ETF 2.0 15 50 5.9 +4.9
HAPS Harbor Human Capital Factor US Small Cap ETF 2.0 60 5 4.4 +3.4
SMLF iShares U.S. SmallCap Equity Factor ETF 2.0 15 50 6.7 +5.7
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 2.0 35 30 4.4 +3.3
IMCB iShares Morningstar Mid-Cap ETF 2.0 4 61 6.3 +5.2
KOCG FIS Knights of Columbus Global Belief ETF 2.0 75 -10 5.1 +4.1
BKSE BNY Mellon US Small Cap Core Equity ETF 2.0 4 61 6.5 +5.5
FMDE Fidelity Enhanced Mid Cap ETF 2.0 23 42 6.1 +5.0
MNTL Tema Neuroscience and Mental Health ETF 1.9 75 -10 -0.9 -2.0
QLTY GMO U.S. Quality ETF 1.9 50 15 5.0 +3.9
SFYX SoFi Next 500 ETF 1.9 0 65 6.0 +4.9
QGRW WisdomTree U.S. Quality Growth Fund 1.9 28 37 4.4 +3.4
HKND Humankind US Stock ETF 1.9 11 54 7.5 +6.4
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.9 52 13 5.6 +4.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.9 58 7 5.6 +4.5
BFOR ALPS Barron's 400 ETF 1.9 65 0 6.2 +5.2
BEEX BeeHive ETF 1.9 84 -19 4.7 +3.7
MOTG VanEck Morningstar Global Wide Moat ETF 1.9 52 13 6.8 +5.8
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.9 49 16 12.8 +11.8
EUSA iShares MSCI USA Equal Weighted ETF 1.9 9 56 6.3 +5.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.9 24 41 8.4 +7.4
CATH Global X S&P 500 Catholic Values Custom ETF 1.9 29 36 5.0 +4.0
SIZE iShares MSCI USA Size Factor ETF 1.9 15 50 6.1 +5.0
GVIP Goldman Sachs Hedge Industry VIP ETF 1.9 45 20 3.5 +2.4
IBOT Vaneck Robotics ETF 1.9 47 18 4.8 +3.8
VO Vanguard Mid-Cap ETF 1.9 4 61 6.0 +5.0
VTWO Vanguard Russell 2000 ETF 1.9 10 55 4.9 +3.8
IWM iShares Russell 2000 ETF 1.9 19 46 4.9 +3.8
RSSL Global X Russell 2000 ETF 1.9 8 57 4.8 +3.8
QQQS Invesco NASDAQ Future Gen 200 ETF 1.9 20 45 -3.7 -4.7
THRO iShares U.S. Thematic Rotation Active ETF 1.8 90 -25 4.2 +3.1
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 1.8 49 16 3.9 +2.8
YOKE Yoke Core ETF 1.8 42 23 4.5 +3.4
CHGX AXS Change Finance ESG ETF 1.8 49 16 5.1 +4.0
ITAN Sparkline Intangible Value ETF 1.8 50 15 6.6 +5.6
QTOP iShares Nasdaq Top 30 Stocks ETF 1.8 20 45 4.5 +3.4
XMMO Invesco S&P MidCap Momentum ETF 1.8 34 31 5.7 +4.6
WCLD WisdomTree Cloud Computing Fund 1.8 45 20 1.4 +0.4
BGRO iShares Large Cap Growth Active ETF 1.7 55 10 3.3 +2.2
FEX First Trust Large Cap Core AlphaDEX Fund 1.7 59 6 6.3 +5.3
FLQL Franklin LibertyQ U.S. Equity ETF 1.7 15 50 5.7 +4.6
FNX First Trust Mid Cap Core AlphaDEX Fund 1.7 60 5 8.1 +7.0
SCHM Schwab U.S. Mid-Cap ETF 1.7 4 61 7.1 +6.0
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.7 43 22 6.5 +5.5
BLES Inspire Global Hope ETF 1.6 61 4 7.0 +5.9
FCPI Fidelity Stocks for Inflation ETF 1.6 15 50 7.7 +6.6
AIEQ AI Powered Equity ETF 1.6 75 -10 5.4 +4.4
FQAL Fidelity Quality Factor ETF 1.6 15 50 5.8 +4.8
SCHA Schwab U.S. Small-Cap ETF 1.6 4 61 6.7 +5.6
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.6 40 25 6.3 +5.3
JHSC John Hancock Multifactor Small Cap ETF 1.6 42 23 7.2 +6.2
MDY SPDR S&P Midcap 400 ETF Trust 1.6 24 41 7.7 +6.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.6 4 61 6.5 +5.5
IJH iShares Core S&P Mid-Cap ETF 1.6 5 60 7.9 +6.8
QQMG Invesco ESG NASDAQ 100 ETF 1.6 20 45 4.3 +3.3
FDN First Trust Dow Jones Internet Index Fund 1.6 52 13 3.3 +2.2
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.6 60 5 10.5 +9.5
FDND FT Vest Dow Jones Internet & Target Income ETF 1.6 75 -10 3.1 +2.0
STXK Strive Small-Cap ETF 1.6 18 47 6.6 +5.6
KRMA Global X Conscious Companies ETF 1.6 43 22 6.0 +5.0
RAYD Rayliant Quantitative Developed Market Equity ETF 1.6 80 -15 4.6 +3.6
JHMM John Hancock Multifactor Mid Cap ETF 1.6 42 23 6.7 +5.7
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.5 3 62 7.9 +6.9
IVOO Vanguard S&P Mid-Cap 400 ETF 1.5 10 55 7.8 +6.8
FLV American Century Focused Large Cap Value ETF 1.5 42 23 6.9 +5.8
SCHG Schwab U.S. Large-Cap Growth ETF 1.5 4 61 4.2 +3.1
SPHB Invesco S&P 500 High Beta ETF 1.5 25 40 5.0 +4.0
JPEF JPMorgan Equity Focus ETF 1.5 50 15 4.5 +3.5
XJR iShares ESG Screened S&P Small-Cap ETF 1.5 12 53 7.9 +6.8
ISCB iShares Morningstar Small-Cap ETF 1.5 4 61 6.5 +5.5
MTUM iShares MSCI USA Momentum Factor ETF 1.5 15 50 3.6 +2.6
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.5 12 53 4.7 +3.6
ABLS Abacus FCF Small Cap Leaders ETF 1.5 59 6 6.3 +5.3
LQPE PEO AlphaQuest Thematic PE ETF 1.5 125 -60 6.8 +5.8
CANC Tema Oncology ETF 1.5 75 -10 -2.6 -3.6
PRNT 3D Printing ETF 1.4 66 -1 1.5 +0.4
RSP Invesco S&P 500 Equal Weight ETF 1.4 20 45 6.7 +5.7
QQQM Invesco NASDAQ 100 ETF 1.4 15 50 4.4 +3.3
MODL VictoryShares WestEnd U.S. Sector ETF 1.4 42 23 4.8 +3.7
NUSC Nuveen ESG Small-Cap ETF 1.4 31 34 5.8 +4.7
QQQ Invesco QQQ Trust Series I 1.4 20 45 4.3 +3.2
POWA Invesco Bloomberg Pricing Power ETF 1.4 40 25 5.8 +4.7
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.4 15 50 4.9 +3.8
ABOT Abacus FCF Innovation Leaders ETF 1.4 69 -4 4.5 +3.4
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.4 15 50 6.3 +5.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.4 10 55 5.5 +4.5
DSMC Distillate Small/Mid Cash Flow ETF 1.4 55 10 14.2 +13.1
ILCG iShares Morningstar Growth ETF 1.4 4 61 3.9 +2.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.4 39 26 6.9 +5.8
EQAL Invesco Russell 1000 Equal Weight ETF 1.4 20 45 7.3 +6.2
FLDZ RiverNorth Patriot ETF 1.4 75 -10 6.0 +4.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.4 17 48 6.3 +5.2
JSTC Adasina Social Justice All Cap Global ETF 1.4 89 -24 4.5 +3.5
IJR iShares Core S&P Small Cap ETF 1.3 6 59 8.3 +7.3
FSMD Fidelity Small-Mid Multifactor ETF 1.3 15 50 7.5 +6.4
LRGC AB US Large Cap Strategic Equities ETF 1.3 48 17 4.8 +3.8
XT iShares Exponential Technologies ETF 1.3 46 19 5.7 +4.6
XJH iShares ESG Screened S&P Mid-Cap ETF 1.3 12 53 7.5 +6.5
KIE SPDR S&P Insurance ETF 1.3 35 30 6.6 +5.5
AZTD Aztlan Global Stock Selection DM SMID ETF 1.3 75 -10 8.1 +7.1
PWB Invesco Large Cap Growth ETF 1.3 56 9 2.9 +1.8
HLAL Wahed FTSE USA Shariah ETF 1.3 50 15 5.1 +4.1
VIOO Vanguard S&P Small-Cap 600 ETF 1.3 10 55 8.3 +7.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.3 14 51 5.2 +4.1
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.3 3 62 8.3 +7.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.3 7 58 6.5 +5.5
GVLU Gotham 1000 Value ETF 1.3 50 15 9.3 +8.3
PDP Invesco Dorsey Wright Momentum ETF 1.3 62 3 3.8 +2.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.3 9 56 5.0 +4.0
TOLL Tema Monopolies and Oligopolies ETF 1.2 75 -10 3.8 +2.8
ESIX SPDR S&P SmallCap 600 ESG ETF 1.2 12 53 8.9 +7.9
VUG Vanguard Growth ETF 1.2 4 61 4.2 +3.2
RGEF Rockefeller Global Equity ETF 1.2 55 10 5.1 +4.0
DFAS Dimensional U.S. Small Cap ETF 1.2 26 39 7.0 +6.0
LGRO Level Four Large Cap Growth Active ETF 1.2 55 10 4.0 +2.9
AFSM First Trust Active Factor Small Cap ETF 1.2 75 -10 7.8 +6.8
ONEQ Fidelity Nasdaq Composite Index ETF 1.2 21 44 4.1 +3.0
TAX Cambria Tax Aware ETF 1.2 49 16 5.3 +4.2
CFA VictoryShares US 500 Volatility Wtd ETF 1.2 35 30 6.1 +5.0
SQLV Royce Quant Small-Cap Quality Value ETF 1.2 60 5 10.4 +9.3
SMAP Amplify Small-Mid Cap Equity ETF 1.2 60 5 5.8 +4.7
IWF iShares Russell 1000 Growth ETF 1.2 19 46 4.6 +3.6
VONG Vanguard Russell 1000 Growth ETF 1.2 8 57 4.7 +3.7
IWS iShares Russell Mid-Cap Value ETF 1.2 23 42 7.1 +6.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.2 40 25 6.0 +5.0
NULC Nuveen ESG Large-Cap ETF 1.2 21 44 5.0 +3.9
STXM Strive Mid-Cap ETF 1.2 18 47 6.6 +5.6
VFQY Vanguard U.S. Quality Factor ETF 1.2 13 52 6.6 +5.6
XMAG Defiance Large Cap ex-Mag 7 ETF 1.1 35 30 5.4 +4.3
TMFC Motley Fool 100 Index ETF 1.1 50 15 3.7 +2.6
DSTL Distillate US Fundamental Stability & Value ETF 1.1 39 26 8.6 +7.6
SPMO Invesco S&P 500 Momentum ETF 1.1 13 52 3.8 +2.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.1 65 0 3.5 +2.4
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.1 30 35 8.5 +7.4
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.1 35 30 7.3 +6.3
IUSG iShares Core S&P U.S. Growth ETF 1.1 4 61 4.4 +3.4
FPX First Trust US Equity Opportunities ETF 1.1 61 4 1.1 +0.0
REVS Columbia Research Enhanced Value ETF 1.1 19 46 8.1 +7.0
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.1 29 36 4.5 +3.4
HLGE Hartford Longevity Economy ETF 1.1 44 21 6.5 +5.5
ROE Astoria US Quality Kings ETF 1.1 49 16 6.9 +5.9
ADME Aptus Drawdown Managed Equity ETF 1.1 79 -14 4.3 +3.2
ARKQ ARK Autonomous Technology & Robotics ETF 1.1 75 -10 0.5 -0.5
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.1 60 5 2.2 +1.1
ROSC Hartford Multifactor Small Cap ETF 1.1 34 31 10.3 +9.2
EQWL Invesco S&P 100 Equal Weight ETF 1.1 25 40 6.2 +5.2
GLBL Pacer MSCI World Industry Advantage ETF 1.1 65 0 4.5 +3.5
DFSU Dimensional US Sustainability Core 1 ETF 1.0 18 47 5.7 +4.7
JMOM JPMorgan U.S. Momentum Factor ETF 1.0 12 53 4.7 +3.6
INRO iShares U.S. Industry Rotation Active ETF 1.0 42 23 5.0 +3.9
ESGV Vanguard ESG U.S. Stock ETF 1.0 9 56 5.0 +4.0
COWZ Pacer US Cash Cows 100 ETF 1.0 49 16 9.8 +8.8
IVW iShares S&P 500 Growth ETF 1.0 18 47 4.2 +3.2
SPYG SPDR Portfolio S&P 500 Growth ETF 1.0 4 61 4.3 +3.3
VOOG Vanguard S&P 500 Growth ETF 1.0 10 55 4.3 +3.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.0 45 20 4.8 +3.7
USXF iShares ESG Advanced MSCI USA ETF 1.0 10 55 4.9 +3.9
HAPI Harbor Human Capital Factor US Large Cap ETF 1.0 36 29 5.1 +4.0
STXG Strive 1000 Growth ETF 1.0 18 47 4.1 +3.0
VUSE Vident U.S. Equity Strategy ETF 1.0 50 15 4.6 +3.6
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.0 19 46 5.4 +4.3
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 5.7 +4.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.0 20 45 6.2 +5.2
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.0 10 55 4.5 +3.5
ABFL Abacus FCF Leaders ETF 1.0 59 6 5.5 +4.4
SIXL ETC 6 Meridian Low Beta Equity ETF 1.0 80 -15 6.2 +5.1
FNDA Schwab Fundamental US Small Co. Index ETF 0.9 25 40 8.5 +7.4
LIVR Intelligent Livermore ETF 0.9 69 -4 6.5 +5.4
XMHQ Invesco S&P MidCap Quality ETF 0.9 25 40 7.1 +6.0
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.9 15 50 5.2 +4.1
SPGP Invesco S&P 500 GARP ETF 0.9 34 31 9.8 +8.8
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 0.9 25 40 5.2 +4.2
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.9 25 40 12.2 +11.2
SPLV Invesco S&P 500 Low Volatility ETF 0.9 25 40 5.3 +4.2
ALTL Pacer Lunt Large Cap Alternator ETF 0.9 60 5 5.0 +4.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.9 60 5 10.2 +9.2
FSST Fidelity Sustainable U.S. Equity ETF 0.9 59 6 4.7 +3.6
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.9 25 40 8.4 +7.4
CRTC Xtrackers US National Critical Technologies ETF 0.9 35 30 5.1 +4.1
GURU Global X Guru Index ETF 0.9 75 -10 4.1 +3.1
ESGU iShares ESG Aware MSCI USA ETF 0.9 15 50 5.1 +4.1
SDG iShares MSCI Global Sustainable Development Goals ETF 0.9 49 16 6.4 +5.3
ACVF American Conservative Values ETF 0.9 75 -10 4.5 +3.5
IWY iShares Russell Top 200 Growth ETF 0.9 20 45 4.7 +3.7
SMMD iShares Russell 2500 ETF 0.9 15 50 6.8 +5.7
FUNL CornerCap Fundametrics Large-Cap ETF 0.9 50 15 7.6 +6.5
MGK Vanguard Mega Cap Growth ETF 0.9 7 58 4.3 +3.3
ONEO SPDR Russell 1000 Momentum Focus ETF 0.9 20 45 7.2 +6.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.9 3 62 5.2 +4.2
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 5.6 +4.6
DSPY Tema S&P 500 Historical Weight ETF 0.9 18 47 5.4 +4.4
VTI Vanguard Total Stock Market ETF 0.9 3 62 5.2 +4.1
VTHR Vanguard Russell 3000 ETF 0.9 10 55 5.2 +4.1
IWV iShares Russell 3000 ETF 0.9 20 45 5.1 +4.0
TTAC FCF US Quality ETF 0.8 59 6 6.3 +5.2
SCHB Schwab U.S. Broad Market ETF 0.8 3 62 5.3 +4.3
WCEO Hypatia Women CEO ETF 0.8 85 -20 5.0 +3.9
QNXT iShares Nasdaq-100 ex Top 30 ETF 0.8 20 45 4.4 +3.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.8 12 53 4.8 +3.7
SFY SoFi Select 500 ETF 0.8 0 65 4.7 +3.6
PSET Principal Quality ETF 0.8 15 50 5.6 +4.5
DFUS Dimensional U.S. Equity ETF 0.8 9 56 5.1 +4.1
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.8 15 50 7.8 +6.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.8 11 54 5.2 +4.1
IYY iShares Dow Jones U.S. ETF 0.8 20 45 5.1 +4.1
EGUS iShares ESG Aware MSCI USA Growth ETF 0.8 18 47 4.3 +3.2
ULVM VictoryShares US Value Momentum ETF 0.8 20 45 7.6 +6.5
FTA First Trust Large Cap Value AlphaDEX Fund 0.8 59 6 9.6 +8.6
NIXT Research Affiliates Deletions ETF 0.8 9 56 6.0 +4.9
IWB iShares Russell 1000 ETF 0.8 15 50 5.2 +4.1
VONE Vanguard Russell 1000 ETF 0.8 8 57 5.2 +4.2
VOTE TCW Transform 500 ETF 0.8 5 60 5.2 +4.1
PBUS Invesco MSCI USA ETF 0.8 4 61 5.2 +4.1
ILCB iShares Morningstar U.S. Equity ETF 0.8 3 62 5.2 +4.1
SCHK Schwab 1000 Index ETF 0.8 5 60 5.3 +4.3
SCHX Schwab U.S. Large-Cap ETF 0.8 3 62 5.3 +4.3
SPXN ProShares S&P 500 Ex-Financials ETF 0.8 9 56 5.2 +4.2
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.8 35 30 10.0 +9.0
NULG Nuveen ESG Large-Cap Growth ETF 0.8 26 39 3.4 +2.4
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.8 35 30 8.1 +7.1
TOV JLens 500 Jewish Advocacy U.S. ETF 0.8 18 47 5.0 +3.9
BKLC BNY Mellon US Large Cap Core Equity ETF 0.8 0 65 5.2 +4.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.8 2 63 5.2 +4.2
SHUS Syntax Stratified U.S. Total Market Hedged ETF 0.8 65 0 6.6 +5.6
SSPY Syntax Stratified LargeCap ETF 0.8 30 35 6.9 +5.8
QVML Invesco S&P 500 QVM Multi-factor ETF 0.8 11 54 5.3 +4.3
OGIG ALPS O'Shares Global Internet Giants ETF 0.8 48 17 1.6 +0.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.8 7 58 5.1 +4.1
QLC FlexShares US Quality Large Cap Index Fund 0.8 25 40 5.8 +4.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.7 10 55 4.6 +3.5
XVV iShares ESG Screened S&P 500 ETF 0.7 8 57 5.1 +4.1
STRV Strive 500 ETF 0.7 5 60 5.1 +4.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.7 9 56 5.5 +4.5
MILN Global X Millennial Consumer ETF 0.7 50 15 3.8 +2.7
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.7 3 62 5.5 +4.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.7 25 40 6.1 +5.1
PEXL Pacer US Export Leaders ETF 0.7 60 5 5.2 +4.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.7 18 47 7.9 +6.9
SKYY First Trust Cloud Computing ETF 0.7 60 5 3.1 +2.0
DSI iShares MSCI KLD 400 Social ETF 0.7 25 40 5.1 +4.1
VV Vanguard Large-Cap ETF 0.7 4 61 5.1 +4.1
QUS SPDR MSCI USA StrategicFactors ETF 0.7 15 50 5.8 +4.8
RFFC ALPS Active Equity Opportunity ETF 0.7 48 17 4.7 +3.7
EES WisdomTree U.S. SmallCap Fund 0.7 38 27 9.6 +8.6
AFMC First Trust Active Factor Mid Cap ETF 0.7 65 0 9.0 +7.9
FBCG Fidelity Blue Chip Growth ETF 0.7 59 6 3.2 +2.1
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.7 20 45 5.0 +3.9
DFAU Dimensional US Core Equity Market ETF 0.7 12 53 5.4 +4.3
SPXE ProShares S&P 500 Ex-Energy ETF 0.7 9 56 5.1 +4.0
VOO Vanguard S&P 500 ETF 0.7 3 62 5.3 +4.2
IVV iShares Core S&P 500 ETF 0.7 3 62 5.3 +4.2
DCOR Dimensional US Core Equity 1 ETF 0.7 14 51 5.7 +4.7
SPLG SPDR Portfolio S&P 500 ETF 0.7 2 63 5.3 +4.2
SPY SPDR S&P 500 ETF Trust 0.7 9 56 5.2 +4.2
DFAC Dimensional U.S. Core Equity 2 ETF 0.7 17 48 5.9 +4.9
RECS Columbia Research Enhanced Core ETF 0.7 15 50 6.2 +5.1
ISMD Inspire Small/Mid Cap ETF 0.7 54 11 6.4 +5.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.7 75 -10 4.3 +3.2
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.6 25 40 5.4 +4.3
TPSC Timothy Plan US Small Cap Core ETF 0.6 52 13 7.3 +6.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.6 12 53 5.3 +4.3
RVRB Reverb ETF 0.6 30 35 4.9 +3.8
USMF WisdomTree U.S. Multifactor Fund 0.6 28 37 6.8 +5.7
XDAT Franklin Exponential Data ETF 0.6 50 15 2.1 +1.0
VFMF Vanguard U.S. Multifactor ETF 0.6 18 47 8.4 +7.4
EZM WisdomTree U.S. MidCap Fund 0.6 38 27 9.7 +8.7
APUE ActivePassive U.S. Equity ETF 0.6 45 20 5.0 +3.9
KOKU Xtrackers MSCI Kokusai Equity ETF 0.6 9 56 5.4 +4.3
IDNA iShares Genomics Immunology and Healthcare ETF 0.6 47 18 -2.0 -3.1
TOK iShares MSCI Kokusai ETF 0.6 26 39 5.3 +4.3
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 0.6 29 36 6.6 +5.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.6 20 45 5.4 +4.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.6 79 -14 5.2 +4.1
QDEF FlexShares Quality Dividend Defensive Index Fund 0.6 37 28 6.3 +5.2
VBR Vanguard Small Cap Value ETF 0.6 7 58 9.7 +8.7
URTH iShares MSCI World ETF 0.6 24 41 5.4 +4.4
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 +5.0
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.6 35 30 11.0 +10.0
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.6 59 6 6.5 +5.4
HART IQ Healthy Hearts ETF 0.6 45 20 6.6 +5.6
AVUS Avantis U.S. Equity ETF 0.6 15 50 6.2 +5.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.6 29 36 6.7 +5.6
QDF FlexShares Quality Dividend Index Fund 0.6 37 28 6.6 +5.6
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.6 39 26 6.2 +5.2
OEF iShares S&P 100 ETF 0.6 20 45 4.9 +3.8
IMCV iShares Morningstar Mid-Cap Value ETF 0.6 6 59 8.6 +7.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.5 20 45 6.0 +4.9
ARVR First Trust Indxx Metaverse ETF 0.5 70 -5 4.5 +3.5
VT Vanguard Total World Stock ETF 0.5 7 58 6.2 +5.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 0.5 70 -5 4.7 +3.6
ACWI iShares MSCI ACWI ETF 0.5 32 33 5.9 +4.8
OPTZ Optimize Strategy Index ETF 0.5 50 15 5.3 +4.2
FELG Fidelity Enhanced Large Cap Growth ETF 0.5 18 47 5.0 +3.9
KLMN Invesco MSCI North America Climate ETF 0.5 9 56 5.3 +4.2
IJS iShares S&P Small-Cap 600 Value ETF 0.5 18 47 10.9 +9.8
JQUA JPMorgan U.S. Quality Factor ETF 0.5 12 53 6.0 +4.9
VTWV Vanguard Russell 2000 Value ETF 0.5 15 50 8.4 +7.3
IWN iShares Russell 2000 Value ETF 0.5 24 41 8.4 +7.3
JAVA JPMorgan Active Value ETF 0.5 44 21 6.7 +5.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.5 15 50 10.9 +9.8
SPHQ Invesco S&P 500 Quality ETF 0.5 15 50 5.2 +4.1
SLYV SPDR S&P 600 Small Cap Value ETF 0.5 15 50 10.9 +9.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.5 39 26 10.3 +9.3
MGC Vanguard Mega Cap ETF 0.5 7 58 4.9 +3.9
AOTG AOT Growth and Innovation ETF 0.5 75 -10 2.1 +1.1
IJJ iShares S&P Mid-Cap 400 Value ETF 0.5 18 47 9.5 +8.5
RCGE RockCreek Global Equality ETF 0.5 95 -30 6.4 +5.4
IWL iShares Russell Top 200 ETF 0.5 15 50 4.9 +3.9
MDYV SPDR S&P 400 Mid Cap Value ETF 0.5 15 50 9.5 +8.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.5 60 5 7.4 +6.3
RWK Invesco S&P MidCap 400 Revenue ETF 0.5 39 26 10.1 +9.0
VSLU Applied Finance Valuation Large Cap ETF 0.5 49 16 5.8 +4.8
AVSU Avantis Responsible U.S. Equity ETF 0.5 15 50 6.4 +5.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.5 15 50 9.5 +8.5
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.4 15 50 8.4 +7.4
GVUS Marketbeta Russell 1000 Value Equity ETF 0.4 12 53 6.8 +5.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.4 10 55 5.2 +4.1
NUMV Nuveen ESG Mid-Cap Value ETF 0.4 31 34 7.2 +6.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.4 15 50 8.4 +7.4
FELV Fidelity Enhanced Large Cap Value ETF 0.4 18 47 7.0 +5.9
QWLD SPDR MSCI World StrategicFactors ETF 0.4 30 35 6.2 +5.1
OALC OneAscent Large Cap Core ETF 0.4 86 -21 4.4 +3.3
VFMV Vanguard U.S. Minimum Volatility ETF 0.4 13 52 5.7 +4.7
EBI Longview Advantage ETF 0.4 35 30 7.0 +6.0
VONV Vanguard Russell 1000 Value ETF 0.4 8 57 6.8 +5.8
IWD iShares Russell 1000 Value ETF 0.4 19 46 6.7 +5.7
FAB First Trust Multi Cap Value AlphaDEX Fund 0.4 67 -2 10.9 +9.8
GSPY Gotham Enhanced 500 ETF 0.4 50 15 5.6 +4.5
SUSL iShares ESG MSCI USA Leaders ETF 0.4 10 55 5.2 +4.1
EPS WisdomTree U.S. LargeCap Fund 0.4 8 57 6.1 +5.0
ISCV iShares Morningstar Small Cap Value ETF 0.4 6 59 10.0 +9.0
SUSA iShares MSCI USA ESG Select ETF 0.4 25 40 5.0 +4.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.4 18 47 5.7 +4.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.4 9 56 6.1 +5.0
EVUS iShares ESG Aware MSCI USA Value ETF 0.4 18 47 7.1 +6.0
LRND IQ U.S. Large Cap R&D Leaders ETF 0.4 14 51 5.9 +4.9
KLMT Invesco MSCI Global Climate 500 ETF 0.3 10 55 6.0 +5.0
VLU SPDR S&P 1500 Value Tilt ETF 0.3 12 53 7.9 +6.9
HDUS Hartford Disciplined US Equity ETF 0.3 19 46 6.0 +4.9
IAK iShares U.S. Insurance ETF 0.3 40 25 6.5 +5.5
VEGN US Vegan Climate ETF 0.3 60 5 4.7 +3.7
LRGF iShares U.S. Equity Factor ETF 0.3 8 57 5.8 +4.8
SAGP Strategas Global Policy Opportunities ETF 0.3 65 0 5.4 +4.4
DFVX Dimensional US Large Cap Vector ETF 0.3 22 43 6.5 +5.5
SPMV Invesco S&P 500 Minimum Variance ETF 0.3 10 55 5.4 +4.3
ROUS Hartford Multifactor US Equity ETF 0.3 19 46 7.3 +6.3
IUS Invesco RAFI Strategic US ETF 0.3 19 46 7.0 +6.0
QUAL iShares MSCI USA Quality Factor ETF 0.3 15 50 5.4 +4.4
FNDB Schwab Fundamental US Broad Market Index ETF 0.3 25 40 7.6 +6.5
IUSV iShares Core S&P US Value ETF 0.3 4 61 6.8 +5.7
VOOV Vanguard S&P 500 Value ETF 0.3 10 55 6.6 +5.5
SPYV SPDR Portfolio S&P 500 Value ETF 0.3 4 61 6.6 +5.6
DFAT Dimensional U.S. Targeted Value ETF 0.3 28 37 10.4 +9.3
IVE iShares S&P 500 Value ETF 0.3 18 47 6.5 +5.5
IWC iShares Micro-Cap ETF 0.3 60 5 -0.7 -1.7
PRF Invesco FTSE RAFI US 1000 ETF 0.3 39 26 7.2 +6.2
IETC iShares U.S. Tech Independence Focused ETF 0.3 18 47 4.0 +2.9
DFLV Dimensional US Large Cap Value ETF 0.3 22 43 8.4 +7.3
CALF Pacer US Small Cap Cash Cows 100 ETF 0.2 59 6 11.9 +10.9
FNDX Schwab Fundamental US Large Co. Index ETF 0.2 25 40 7.5 +6.5
SNPV Xtrackers S&P 500 Value ESG ETF 0.2 15 50 7.1 +6.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.2 19 46 6.6 +5.6
RAFE PIMCO RAFI ESG U.S. ETF 0.2 29 36 7.6 +6.5
RWL Invesco S&P 500 Revenue ETF 0.2 39 26 7.1 +6.0
DFUV Dimensional US Marketwide Value ETF 0.2 22 43 8.2 +7.1
STXD Strive 1000 Dividend Growth ETF 0.2 35 30 5.1 +4.0
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.2 20 45 5.8 +4.7
AVSC Avantis U.S Small Cap Equity ETF 0.2 25 40 6.5 +5.4
AFLG First Trust Active Factor Large Cap ETF 0.2 55 10 6.3 +5.3
VIG Vanguard Dividend Appreciation ETF 0.2 6 59 5.8 +4.7
GLOF iShares Global Equity Factor ETF 0.2 20 45 6.9 +5.9
VTV Vanguard Value ETF 0.2 4 61 7.2 +6.1
WRND IQ Global Equity R&D Leaders ETF 0.2 18 47 8.9 +7.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.2 32 33 5.2 +4.1
LVOL American Century Low Volatility ETF 0.2 29 36 4.9 +3.9
VALQ American Century U.S. Quality Value ETF 0.2 29 36 7.9 +6.8
CZAR Themes Natural Monopoly ETF 0.2 35 30 5.7 +4.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.2 7 58 5.3 +4.3
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 40 10.9 +9.8
GOP Unusual Whales Subversive Republican Trading ETF 0.2 50 15 6.2 +5.1
NACP Impact Shares NAACP Minority Empowerment ETF 0.2 49 16 5.1 +4.0
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.2 20 45 7.8 +6.7
PFM Invesco Dividend Achievers ETF 0.2 53 12 5.5 +4.4
SNPE Xtrackers S&P 500 ESG ETF 0.1 10 55 5.4 +4.4
AVLV Avantis U.S. Large Cap Value ETF 0.1 15 50 8.2 +7.2
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.1 8 57 5.3 +4.2
VOE Vanguard Mid-Cap Value ETF 0.1 7 58 7.9 +6.9
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 23 5.6 +4.6
WOMN Impact Shares YWCA Women's Empowerment ETF 0.1 75 -10 5.4 +4.4
DGRW WisdomTree US Quality Dividend Growth Fund 0.1 28 37 5.8 +4.7
SNPG Xtrackers S&P 500 Growth ESG ETF 0.1 15 50 4.7 +3.6
TXS Texas Capital Texas Equity Index ETF 0.1 49 16 5.9 +4.8
ILCV iShares Morningstar Value ETF 0.1 4 61 6.9 +5.9
NANC Unusual Whales Subversive Democratic Trading ETF 0.1 75 -10 3.9 +2.9
USMV iShares MSCI USA Min Vol Factor ETF 0.1 15 50 5.6 +4.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 40 6.0 +5.0
CCMG CCM Global Equity ETF 0.1 34 31 8.9 +7.9
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.1 29 36 9.2 +8.1
DGRO iShares Core Dividend Growth ETF 0.1 8 57 6.7 +5.6
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 61 7.0 +6.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.1 30 35 4.8 +3.7
STXV Strive 1000 Value ETF 0.1 18 47 8.4 +7.4
AUSF Global X Adaptive U.S. Factor ETF 0.1 27 38 9.5 +8.4
SHE SPDR MSCI USA Gender Diversity ETF 0.1 20 45 5.1 +4.1
PKW Invesco Buyback Achievers ETF 0.1 62 3 7.8 +6.7
VFVA Vanguard U.S. Value Factor ETF 0.1 13 52 11.9 +10.9
DLN WisdomTree U.S. LargeCap Dividend Fund 0.0 28 37 6.2 +5.2
DTD WisdomTree U.S. Total Dividend Fund 0.0 28 37 6.6 +5.5
FELC Fidelity Enhanced Large Cap Core ETF 0.0 18 47 5.5 +4.5
FNCL Fidelity MSCI Financials Index ETF 0.0 8 57 6.5 +5.5
ACWV iShares MSCI Global Min Vol Factor ETF 0.0 20 45 5.8 +4.8
DFSV Dimensional US Small Cap Value ETF 0.0 31 34 11.2 +10.2
VFH Vanguard Financials ETF 0.0 10 55 6.6 +5.5
PNQI Invesco NASDAQ Internet ETF 0.0 60 5 3.6 +2.5
DUHP Dimensional US High Profitability ETF 0.0 21 44 6.6 +5.5
NULV Nuveen ESG Large-Cap Value ETF 0.0 26 39 6.5 +5.4

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
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EPS growth   **% **% **% **% **% **%

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OTHER FUNDAMENTAL METRICS

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*Six months ago = 100

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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		 1.47 CATEGORY
AVERAGE		 1.55
 
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.