First Trust Nasdaq Lux Digital Health Solutions ETF
ALTAR
Score™		 1.0% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 47.6x P/Sales
ratio		 3.7x
P/BV
ratio		 4.4x 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 39
Wgt avg mkt cap (mns) $32,186
Large cap (>$10bn) 64.1%
Mid cap ($2-10bn) 28.7%
Small cap (<$2bn) 7.3%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
IQVIA HOLDINGS INC 8.5 %
VEEVA SYSTEMS INC-CLASS A 8.3 %
RESMED INC 7.7 %
INTUITIVE SURGICAL INC 7.4 %
DEXCOM INC 7.0 %
NATERA INC 4.3 %
EXACT SCIENCES CORP 4.2 %
HIMS & HERS HEALTH, INC. CLASS A 4.1 %
HOLOGIC INC 4.1 %
QIAGEN NV 4.1 %
Total 59.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 94.8 %
NETHERLANDS 4.1 %
COSTA RICA 0.7 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru September 30)
Year-to-date 1 year 5 years 10 years Since Incep.
2.5% 2.1% -- -- -3.7%

Market Correlations
versus... Beta R-squared
S&P500 1.58 74%
MSCI EAFE 1.00 37%
MSCI Emg. Mkts. 0.63 17%

Technical Indicators
Recent close $18.58
30d moving avg. $17.52
Annualized volatility 24.7%
Short interest (ETF) 0.2%
Relative strength (RSI) 52

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 581 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 43.9 50 15 -0.6 -1.6
FDHT Fidelity Digital Health ETF 37.9 39 26 0.9 -0.1
FMED Fidelity Disruptive Medicine ETF 27.0 50 15 -1.1 -2.1
IHI iShares U.S. Medical Devices ETF 23.4 40 25 4.0 +3.0
HTEC ROBO Global Healthcare Technology and Innovation ETF 21.6 68 -3 2.2 +1.2
XHE SPDR S&P Health Care Equipment ETF 20.2 35 30 3.7 +2.7
MDEV First Trust Indxx Medical Devices ETF 18.0 70 -5 4.4 +3.4
PTH Invesco Dorsey Wright Healthcare Momentum ETF 16.7 60 5 -2.3 -3.3
ARKG ARK Genomic Revolution ETF 15.8 75 -10 -1.2 -2.2
GDOC Goldman Sachs Future Health Care Equity ETF 15.4 75 -10 2.7 +1.7
BMED Future Health ETF 15.1 85 -20 0.4 -0.6
MEDI Harbor Health Care ETF 14.9 80 -15 -1.4 -2.4
BBH VanEck Biotech ETF 14.6 35 30 5.4 +4.4
HELX Franklin Genomic Advancements ETF 13.9 50 15 -0.3 -1.3
GNOM Global X Genomics & Biotechnology ETF 13.1 50 15 -1.0 -2.0
FXH First Trust Health Care AlphaDEX Fund 12.7 62 3 8.3 +7.3
PINK Simplify Health Care ETF 11.2 50 15 0.9 -0.1
FBT First Trust NYSE Arca Biotechnology Index Fund 11.1 56 9 4.8 +3.8
RSPH Invesco S&P 500 Equal Weight Health Care ETF 11.1 40 25 7.9 +6.9
IHF iShares U.S. Healthcare Providers ETF 10.3 40 25 7.9 +7.0
NUMG Nuveen ESG Mid-Cap Growth ETF 9.7 31 34 2.6 +1.6
WDNA WisdomTree BioRevolution Fund 9.1 45 20 -1.2 -2.2
MID American Century Mid Cap Growth Impact ETF 8.7 45 20 3.2 +2.2
BIBL Inspire 100 ETF 7.9 35 30 4.9 +4.0
PBE Invesco Biotechnology & Genome ETF 7.9 58 7 1.2 +0.2
IYH iShares U.S. Healthcare ETF 7.8 40 25 6.7 +5.7
VHT Vanguard Health Care ETF 7.8 9 56 5.9 +4.9
FHLC Fidelity MSCI Health Care Index ETF 7.7 8 57 6.1 +5.1
IBB iShares Biotechnology ETF 7.6 45 20 0.4 -0.6
DTEC ALPS Disruptive Technologies ETF 7.4 50 15 3.8 +2.8
RJMG FT Raymond James Multicap Growth Equity ETF 7.2 85 -20 1.9 +0.9
LFSC F/m Emerald Life Sciences Innovation ETF 7.1 79 -14 0.0 -1.0
BELT iShares Long-Term U.S. Equity Active ETF 7.0 75 -10 2.9 +1.9
DRUP GraniteShares Nasdaq Select Disruptors ETF 6.8 60 5 3.8 +2.8
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 6.7 65 0 4.7 +3.7
XHS SPDR S&P Health Care Services ETF 6.7 35 30 2.9 +1.9
FMKT The Free Markets ETF 6.4 76 -11 1.5 +0.5
RFG Invesco S&P Midcap 400 Pure Growth ETF 6.4 35 30 5.3 +4.3
BOTZ Global X Robotics & Artificial Intelligence ETF 6.3 69 -4 2.1 +1.2
IQM Franklin Intelligent Machines ETF 6.0 50 15 1.8 +0.8
XLV Health Care Select Sector SPDR Fund 5.9 8 57 7.4 +6.5
PSCH Invesco S&P SmallCap Health Care ETF 5.9 29 36 4.3 +3.3
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 5.8 60 5 7.4 +6.4
BOUT Innovator IBD Breakout Opportunities ETF 5.7 81 -16 2.8 +1.8
ARKK ARK Innovation ETF 5.4 75 -10 -2.3 -3.3
BUL Pacer US Cash Cows Growth ETF 5.3 60 5 6.7 +5.8
NBDS Neuberger Berman Disrupters ETF 5.3 55 10 0.6 -0.4
SXQG ETC 6 Meridian Quality Growth ETF 5.2 100 -35 4.7 +3.7
QGRO American Century U.S. Quality Growth ETF 5.2 29 36 3.5 +2.5
XBI SPDR S&P BIOTECH ETF 5.0 35 30 -2.2 -3.2
TMFX Motley Fool Next Index ETF 4.9 50 15 2.6 +1.6
AGNG Global X Aging Population ETF 4.9 50 15 4.9 +3.9
SNSR Global X Internet of Things ETF 4.8 68 -3 4.5 +3.5
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 4.6 20 45 4.5 +3.5
HAPY Harbor Human Capital Factor Unconstrained ETF 4.6 50 15 5.7 +4.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 4.5 15 50 4.6 +3.6
IGPT Invesco AI and Next Gen Software ETF 4.5 60 5 3.7 +2.7
IWP iShares Russell Mid-Cap Growth ETF 4.4 23 42 3.5 +2.5
ANEW ProShares MSCI Transformational Changes ETF 4.3 45 20 6.1 +5.1
FFOX FundX Future Fund Opportunities ETF 4.3 100 -35 4.2 +3.2
SPYA Twin Oak Endure ETF 4.3 80 -15 -2.1 -3.1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 4.3 49 16 4.7 +3.7
IXJ iShares Global Healthcare ETF 4.1 42 23 7.0 +6.0
THNR Amplify Weight Loss Drug & Treatment ETF 4.1 59 6 6.9 +5.9
VBK Vanguard Small-Cap Growth ETF 4.1 7 58 1.9 +0.9
FDMO Fidelity Momentum Factor ETF 4.0 15 50 3.6 +2.6
FTGS First Trust Growth Strength ETF 4.0 60 5 5.0 +4.0
FFOG Franklin Focused Growth ETF 4.0 61 4 2.4 +1.4
LRNZ TrueShares Technology, AI & Deep Learning ETF 3.9 69 -4 -0.6 -1.6
SAMM Strategas Macro Momentum ETF 3.9 66 -1 2.2 +1.2
HRTS Tema Heart & Health ETF 3.8 75 -10 1.2 +0.2
USRD Themes US R&D Champions ETF 3.8 29 36 4.4 +3.4
PSC Principal U.S. Small-Cap ETF 3.8 38 27 6.7 +5.7
FDWM Fidelity Women's Leadership ETF 3.7 59 6 4.7 +3.7
XMMO Invesco S&P MidCap Momentum ETF 3.7 34 31 5.5 +4.5
RUNN Running Oak Efficient Growth ETF 3.6 58 7 5.0 +4.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 3.6 95 -30 0.4 -0.6
ROBO ROBO Global Robotics & Automation Index ETF 3.6 95 -30 3.2 +2.2
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 3.6 60 5 4.6 +3.6
FYC First Trust Small Cap Growth AlphaDEX Fund 3.5 71 -6 0.4 -0.6
SYNB Putnam BioRevolution ETF 3.5 70 -5 2.8 +1.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.4 65 0 3.4 +2.4
GRPM Invesco S&P MidCap 400 GARP ETF 3.3 35 30 7.6 +6.6
VTWG Vanguard Russell 2000 Growth ETF 3.3 10 55 1.4 +0.4
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.3 39 26 3.7 +2.7
IWO iShares Russell 2000 Growth ETF 3.2 24 41 1.2 +0.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 3.2 15 50 4.1 +3.1
AGRW Allspring LT Large Growth ETF 3.2 35 30 3.5 +2.5
TMFG Motley Fool Global Opportunities ETF 3.2 85 -20 4.0 +3.0
XITK SPDR FactSet Innovative Technology ETF 3.1 45 20 -0.3 -1.3
KOMP SPDR S&P Kensho New Economies Composite ETF 3.1 20 45 2.3 +1.3
VOT Vanguard Mid-Cap Growth ETF 3.1 7 58 3.6 +2.6
BKWO BNY Mellon Women's Opportunities ETF 3.1 50 15 3.7 +2.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3.0 9 56 4.1 +3.1
GINN Goldman Sachs Innovate Equity ETF 3.0 52 13 3.5 +2.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.0 38 27 6.3 +5.3
FMTM MarketDesk Focused U.S. Momentum ETF 2.9 45 20 3.6 +2.6
XMHQ Invesco S&P MidCap Quality ETF 2.9 25 40 6.6 +5.6
IMCG iShares Morningstar Mid-Cap Growth ETF 2.9 6 59 4.0 +3.0
FFTY Innovator IBD 50 ETF 2.9 80 -15 -2.3 -3.3
FESM Fidelity Enhanced Small Cap ETF 2.9 28 37 6.9 +5.9
DFNV Donoghue Forlines Innovation ETF 2.9 69 -4 4.7 +3.7
SAMT Strategas Macro Thematic Opportunities ETF 2.9 65 0 2.6 +1.6
IBBQ Invesco Nasdaq Biotechnology ETF 2.8 19 46 0.4 -0.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.8 64 1 2.1 +1.1
CGGR Capital Group Growth ETF 2.8 39 26 3.1 +2.1
PTL Inspire 500 ETF 2.8 9 56 5.1 +4.1
ISCG iShares Morningstar Small-Cap Growth ETF 2.8 6 59 2.8 +1.8
MDCP VictoryShares THB Mid Cap ESG ETF 2.8 55 10 5.7 +4.7
CSMD Congress SMid Growth ETF 2.7 69 -4 3.8 +2.8
GGRW Gabelli Growth Innovators ETF 2.7 90 -25 2.3 +1.3
JOET Virtus Terranova US Quality Momentum ETF 2.7 29 36 4.7 +3.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.7 70 -5 2.7 +1.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.7 30 35 6.6 +5.6
PDP Invesco Dorsey Wright Momentum ETF 2.7 62 3 3.7 +2.7
AFSM First Trust Active Factor Small Cap ETF 2.7 75 -10 7.6 +6.6
IWFG IQ Winslow Focused Large Cap Growth ETF 2.6 65 0 2.9 +1.9
IJK iShares S&P Mid-Cap 400 Growth ETF 2.6 17 48 5.9 +4.9
FTC First Trust Large Cap Growth AlphaDEX Fund 2.6 59 6 2.7 +1.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.6 65 0 1.8 +0.9
RSMC Rockefeller U.S. Small-Mid Cap ETF 2.6 75 -10 5.0 +4.0
OPTZ Optimize Strategy Index ETF 2.5 50 15 4.5 +3.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.5 50 15 4.3 +3.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.5 10 55 6.0 +5.0
TMAT Main Thematic Innovation ETF 2.5 164 -99 -1.5 -2.4
CZA Invesco Zacks Mid-Cap ETF 2.5 72 -7 6.5 +5.6
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.5 15 50 5.9 +4.9
FDLS Inspire Fidelis Multi Factor ETF 2.5 76 -11 5.0 +4.0
PRAY FIS Christian Stock Fund 2.5 69 -4 5.2 +4.2
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.4 35 30 4.1 +3.1
VFMO Vanguard U.S. Momentum Factor ETF 2.4 13 52 2.8 +1.8
RPG Invesco S&P 500 Pure Growth ETF 2.4 35 30 3.3 +2.3
AVMC Avantis U.S. Mid Cap Equity ETF 2.4 18 47 6.9 +6.0
SMLF iShares U.S. SmallCap Equity Factor ETF 2.3 15 50 5.8 +4.8
VB Vanguard Small-Cap ETF 2.3 5 60 6.1 +5.1
SFLO VictoryShares Small Cap Free Cash Flow ETF 2.3 49 16 11.4 +10.5
CVAR Cultivar ETF 2.3 87 -22 6.6 +5.6
BFOR ALPS Barron's 400 ETF 2.2 65 0 6.0 +5.0
GVIP Goldman Sachs Hedge Industry VIP ETF 2.2 45 20 3.1 +2.1
FBOT Fidelity Disruptive Automation ETF 2.2 50 15 3.5 +2.5
RND First Trust Bloomberg R&D Leaders ETF 2.2 60 5 3.5 +2.5
VXF Vanguard Extended Market ETF 2.2 5 60 4.6 +3.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.2 9 56 6.1 +5.1
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.2 24 41 7.6 +6.6
FMDE Fidelity Enhanced Mid Cap ETF 2.2 23 42 5.8 +4.8
ABLS Abacus FCF Small Cap Leaders ETF 2.2 59 6 6.2 +5.2
BKSE BNY Mellon US Small Cap Core Equity ETF 2.2 4 61 5.8 +4.8
POWA Invesco Bloomberg Pricing Power ETF 2.1 40 25 5.3 +4.3
ITAN Sparkline Intangible Value ETF 2.1 50 15 6.3 +5.4
IWR iShares Russell Midcap ETF 2.1 19 46 5.8 +4.8
FTXH First Trust Nasdaq Pharmaceuticals ETF 2.1 60 5 10.3 +9.3
IBUY Amplify Online Retail ETF 2.1 65 0 0.9 -0.1
JGRO JPMorgan Active Growth ETF 2.1 44 21 3.3 +2.3
CAML Congress Large Cap Growth ETF 2.1 66 -1 3.4 +2.5
FDG American Century Focused Dynamic Growth ETF 2.1 45 20 1.9 +0.9
ETHO Etho Climate Leadership U.S. ETF 2.1 47 18 5.2 +4.2
QVAL Alpha Architect US Quantitative Value ETF 2.1 39 26 9.7 +8.7
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.1 40 25 3.6 +2.6
WTAI WisdomTree Artificial Intelligence and Innovation Fund 2.1 45 20 2.3 +1.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.0 52 13 5.6 +4.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.0 58 7 5.5 +4.5
SMOT VanEck Morningstar SMID Moat ETF 2.0 49 16 6.6 +5.6
PEXL Pacer US Export Leaders ETF 2.0 60 5 4.3 +3.4
HAPS Harbor Human Capital Factor US Small Cap ETF 2.0 60 5 3.9 +2.9
FTCS First Trust Capital Strength ETF 2.0 55 10 5.9 +4.9
IJT iShares S&P Small-Cap 600 Growth ETF 2.0 18 47 5.5 +4.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.0 24 41 8.2 +7.2
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 2.0 58 7 4.1 +3.1
TMFM Motley Fool Mid-Cap Growth ETF 2.0 85 -20 2.8 +1.8
IMCB iShares Morningstar Mid-Cap ETF 1.9 4 61 6.1 +5.1
BEEX BeeHive ETF 1.9 84 -19 4.2 +3.2
RSSL Global X Russell 2000 ETF 1.9 8 57 4.2 +3.2
WCLD WisdomTree Cloud Computing Fund 1.9 45 20 1.6 +0.6
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.9 35 30 4.1 +3.1
QGRW WisdomTree U.S. Quality Growth Fund 1.9 28 37 4.1 +3.1
HKND Humankind US Stock ETF 1.9 11 54 6.9 +5.9
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.9 10 55 5.6 +4.6
SLYG SPDR S&P 600 Small Cap Growth ETF 1.9 15 50 5.5 +4.5
SIZE iShares MSCI USA Size Factor ETF 1.9 15 50 6.1 +5.1
LRGE ClearBridge Large Cap Growth ESG ETF 1.9 59 6 3.9 +2.9
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.9 39 26 3.3 +2.3
IWM iShares Russell 2000 ETF 1.8 19 46 4.1 +3.1
VTWO Vanguard Russell 2000 ETF 1.8 7 58 4.2 +3.2
XJH iShares ESG Screened S&P Mid-Cap ETF 1.8 12 53 7.1 +6.1
EUSA iShares MSCI USA Equal Weighted ETF 1.8 9 56 6.1 +5.1
SFYX SoFi Next 500 ETF 1.8 0 65 5.7 +4.7
KIE SPDR S&P Insurance ETF 1.8 35 30 7.2 +6.2
RVER Trenchless Fund ETF 1.8 65 0 4.4 +3.4
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.8 15 50 6.0 +5.0
FCPI Fidelity Stocks for Inflation ETF 1.8 15 50 7.5 +6.5
FEX First Trust Large Cap Core AlphaDEX Fund 1.8 59 6 5.8 +4.8
GQQQ Astoria US Quality Growth Kings ETF 1.8 35 30 4.5 +3.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.8 4 61 6.1 +5.2
BLES Inspire Global Hope ETF 1.8 61 4 6.7 +5.7
QQQS Invesco NASDAQ Future Gen 200 ETF 1.7 20 45 -3.6 -4.6
QLTY GMO U.S. Quality ETF 1.7 50 15 4.5 +3.5
KOCG FIS Knights of Columbus Global Belief ETF 1.7 75 -10 5.3 +4.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.7 15 50 7.3 +6.3
JHMM John Hancock Multifactor Mid Cap ETF 1.7 42 23 6.4 +5.4
FYX First Trust Small Cap Core AlphaDEX Fund 1.7 61 4 5.7 +4.8
VO Vanguard Mid-Cap ETF 1.7 4 61 5.7 +4.7
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.7 39 26 5.7 +4.8
FDN First Trust Dow Jones Internet Index Fund 1.7 52 13 3.2 +2.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.7 60 5 5.0 +4.0
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.7 43 22 6.0 +5.0
FDND FT Vest Dow Jones Internet & Target Income ETF 1.7 75 -10 3.1 +2.1
JHSC John Hancock Multifactor Small Cap ETF 1.7 42 23 6.6 +5.6
TOLL Tema Durable Quality ETF 1.6 75 -10 5.1 +4.1
ISCB iShares Morningstar Small-Cap ETF 1.6 4 61 6.1 +5.1
FQAL Fidelity Quality Factor ETF 1.6 15 50 5.7 +4.7
MDY SPDR S&P Midcap 400 ETF Trust 1.6 24 41 7.2 +6.2
IJH iShares Core S&P Mid-Cap ETF 1.6 5 60 7.4 +6.4
FLQL Franklin LibertyQ U.S. Equity ETF 1.6 15 50 5.3 +4.3
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.6 65 0 3.6 +2.6
XT iShares Exponential Technologies ETF 1.6 46 19 4.6 +3.6
RGEF Rockefeller Global Equity ETF 1.6 55 10 4.6 +3.6
SCHA Schwab U.S. Small-Cap ETF 1.6 4 61 5.7 +4.8
CANC Tema Oncology ETF 1.6 75 -10 -2.6 -3.6
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.5 3 62 7.4 +6.4
IVOO Vanguard S&P Mid-Cap 400 ETF 1.5 7 58 7.4 +6.5
AVMV Avantis U.S. Mid Cap Value ETF 1.5 20 45 8.8 +7.8
SMAP Amplify Small-Mid Cap Equity ETF 1.5 60 5 5.5 +4.5
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.5 17 48 5.6 +4.6
FLV American Century Focused Large Cap Value ETF 1.5 42 23 6.6 +5.7
NUSC Nuveen ESG Small-Cap ETF 1.5 31 34 5.2 +4.2
STXK Strive Small-Cap ETF 1.5 18 47 5.8 +4.8
SCHM Schwab U.S. Mid-Cap ETF 1.5 4 61 6.6 +5.6
RAYD Rayliant Quantitative Developed Market Equity ETF 1.5 80 -15 4.4 +3.4
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.5 12 53 4.4 +3.5
JGRW Jensen Quality Growth ETF 1.5 57 8 4.6 +3.6
MODL VictoryShares WestEnd U.S. Sector ETF 1.5 42 23 4.4 +3.4
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.5 60 5 9.5 +8.5
SPHB Invesco S&P 500 High Beta ETF 1.5 25 40 4.4 +3.4
ALTL Pacer Lunt Large Cap Alternator ETF 1.4 60 5 4.0 +3.0
STXM Strive Mid-Cap ETF 1.4 18 47 6.1 +5.1
KRMA Global X Conscious Companies ETF 1.4 43 22 5.7 +4.7
FLDZ RiverNorth Patriot ETF 1.4 75 -10 6.2 +5.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.4 15 50 4.6 +3.6
ROSC Hartford Multifactor Small Cap ETF 1.4 34 31 9.3 +8.3
CATH Global X S&P 500 Catholic Values Custom ETF 1.4 29 36 4.5 +3.5
FSMD Fidelity Small-Mid Multifactor ETF 1.4 15 50 7.1 +6.1
PWB Invesco Large Cap Growth ETF 1.4 56 9 3.0 +2.0
IWS iShares Russell Mid-Cap Value ETF 1.4 23 42 6.7 +5.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.4 39 26 5.2 +4.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.4 10 55 5.0 +4.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.4 14 51 4.7 +3.8
AIEQ AI Powered Equity ETF 1.4 75 -10 3.6 +2.7
FNX First Trust Mid Cap Core AlphaDEX Fund 1.4 60 5 7.3 +6.3
IBOT Vaneck Robotics ETF 1.4 47 18 4.0 +3.0
RSP Invesco S&P 500 Equal Weight ETF 1.4 20 45 6.6 +5.6
XJR iShares ESG Screened S&P Small-Cap ETF 1.4 12 53 7.3 +6.3
JPEF JPMorgan Equity Focus ETF 1.4 50 15 4.2 +3.2
BUZZ VanEck Social Sentiment ETF 1.3 75 -10 -0.4 -1.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.3 60 5 5.5 +4.5
EQAL Invesco Russell 1000 Equal Weight ETF 1.3 20 45 6.7 +5.8
LRGC AB US Large Cap Strategic Equities ETF 1.3 48 17 4.3 +3.4
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.3 25 40 5.3 +4.3
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.3 60 5 1.9 +0.9
SQLV Royce Quant Small-Cap Quality Value ETF 1.3 60 5 9.5 +8.5
QTOP iShares Nasdaq Top 30 Stocks ETF 1.3 20 45 3.9 +3.0
NULC Nuveen ESG Large-Cap ETF 1.3 21 44 4.6 +3.6
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.3 30 35 8.5 +7.5
CFA VictoryShares US 500 Volatility Wtd ETF 1.3 35 30 5.9 +4.9
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.3 40 25 5.9 +4.9
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.3 9 56 4.7 +3.7
SCHG Schwab U.S. Large-Cap Growth ETF 1.2 4 61 3.9 +2.9
IJR iShares Core S&P Small Cap ETF 1.2 6 59 7.5 +6.5
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.2 15 50 7.8 +6.8
DFAS Dimensional U.S. Small Cap ETF 1.2 26 39 6.4 +5.4
BGRO iShares Large Cap Growth Active ETF 1.2 55 10 3.1 +2.1
SVAL iShares US Small Cap Value Factor ETF 1.2 20 45 10.3 +9.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.2 7 58 6.0 +5.0
AFMC First Trust Active Factor Mid Cap ETF 1.2 65 0 8.4 +7.4
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.2 20 45 7.8 +6.8
VFQY Vanguard U.S. Quality Factor ETF 1.2 13 52 6.4 +5.4
SPGP Invesco S&P 500 GARP ETF 1.2 34 31 6.5 +5.6
GURU Global X Guru Index ETF 1.2 75 -10 2.9 +1.9
ONEQ Fidelity Nasdaq Composite Index ETF 1.2 21 44 3.6 +2.6
RFFC ALPS Active Equity Opportunity ETF 1.2 48 17 4.3 +3.3
TMFC Motley Fool 100 Index ETF 1.2 50 15 3.4 +2.4
REVS Columbia Research Enhanced Value ETF 1.2 19 46 7.5 +6.5
FPX First Trust US Equity Opportunities ETF 1.2 61 4 0.9 -0.1
JSTC Adasina Social Justice All Cap Global ETF 1.2 89 -24 4.8 +3.8
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.2 3 62 7.5 +6.5
QQMG Invesco ESG NASDAQ 100 ETF 1.2 20 45 4.0 +3.0
VIOO Vanguard S&P Small-Cap 600 ETF 1.2 7 58 7.5 +6.5
HLGE Hartford Longevity Economy ETF 1.2 44 21 -0.4 -1.4
FTA First Trust Large Cap Value AlphaDEX Fund 1.1 59 6 8.9 +7.9
FSST Fidelity Sustainable U.S. Equity ETF 1.1 59 6 4.2 +3.2
PRN Invesco Dorsey Wright Industrials Momentum ETF 1.1 60 5 3.2 +2.2
COWZ Pacer US Cash Cows 100 ETF 1.1 49 16 9.5 +8.5
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.1 29 36 4.5 +3.5
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.1 59 6 6.2 +5.2
PRXG Praxis Impact Large Cap Growth ETF 1.1 36 29 3.6 +2.6
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.1 35 30 9.5 +8.5
PRNT 3D Printing ETF 1.1 66 -1 1.2 +0.2
ILCG iShares Morningstar Growth ETF 1.1 4 61 3.6 +2.6
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.0 25 40 11.1 +10.1
HLAL Wahed FTSE USA Shariah ETF 1.0 50 15 4.5 +3.5
GVLU Gotham 1000 Value ETF 1.0 50 15 9.0 +8.0
HART IQ Healthy Hearts ETF 1.0 45 20 6.8 +5.8
DFSU Dimensional US Sustainability Core 1 ETF 1.0 18 47 5.3 +4.3
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.0 35 30 7.1 +6.2
JMOM JPMorgan U.S. Momentum Factor ETF 1.0 12 53 4.4 +3.5
QQQ Invesco QQQ Trust Series I 1.0 20 45 3.9 +2.9
QQQM Invesco NASDAQ 100 ETF 1.0 15 50 4.0 +3.0
VBR Vanguard Small Cap Value ETF 1.0 7 58 9.1 +8.2
VUG Vanguard Growth ETF 1.0 4 61 3.9 +2.9
IMCV iShares Morningstar Mid-Cap Value ETF 1.0 6 59 8.1 +7.1
RNMC First Trust Mid Cap US Equity Select ETF 1.0 60 5 6.7 +5.8
TMFS Motley Fool Small-Cap Growth ETF 1.0 85 -20 3.9 +2.9
FUNL CornerCap Fundametrics Large-Cap ETF 1.0 50 15 7.2 +6.2
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.0 49 16 3.6 +2.6
ONEO SPDR Russell 1000 Momentum Focus ETF 1.0 20 45 7.0 +6.0
EQWL Invesco S&P 100 Equal Weight ETF 1.0 25 40 6.1 +5.1
ROE Astoria US Quality Kings ETF 1.0 49 16 6.5 +5.5
CRTC Xtrackers US National Critical Technologies ETF 1.0 35 30 4.6 +3.7
YOKE Yoke Core ETF 1.0 42 23 4.4 +3.4
TAX Cambria Tax Aware ETF 1.0 49 16 4.9 +3.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.0 20 45 5.5 +4.5
SDG iShares MSCI Global Sustainable Development Goals ETF 1.0 49 16 5.7 +4.7
NULG Nuveen ESG Large-Cap Growth ETF 1.0 26 39 3.3 +2.4
DEUS Xtrackers Russell US Multifactor ETF 1.0 17 48 7.1 +6.1
RNIN Bushido Capital US SMID Cap Equity ETF 1.0 70 -5 10.4 +9.4
XMAG Defiance Large Cap ex-Mag 7 ETF 1.0 35 30 5.0 +4.0
IWF iShares Russell 1000 Growth ETF 0.9 19 46 4.3 +3.3
VONG Vanguard Russell 1000 Growth ETF 0.9 7 58 4.4 +3.4
HAPI Harbor Human Capital Factor US Large Cap ETF 0.9 36 29 4.7 +3.7
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.9 15 50 4.8 +3.8
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.9 25 40 7.8 +6.8
CALF Pacer US Small Cap Cash Cows 100 ETF 0.9 59 6 10.7 +9.7
USXF iShares ESG Advanced MSCI USA ETF 0.9 10 55 4.5 +3.6
JHML John Hancock Multifactor Large Cap ETF 0.9 29 36 5.2 +4.3
ESGV Vanguard ESG U.S. Stock ETF 0.9 9 56 4.6 +3.6
SPXT ProShares S&P 500 Ex-Technology ETF 0.9 9 56 5.5 +4.5
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.9 35 30 7.8 +6.8
GLBL Pacer MSCI World Industry Advantage ETF 0.9 65 0 4.0 +3.0
ACVF American Conservative Values ETF 0.9 75 -10 4.3 +3.3
QLC FlexShares US Quality Large Cap Index Fund 0.9 25 40 5.2 +4.2
SIXL ETC 6 Meridian Low Beta Equity ETF 0.9 80 -15 6.2 +5.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.8 45 20 4.3 +3.3
TTAC FCF US Quality ETF 0.8 59 6 6.5 +5.5
FNDA Schwab Fundamental US Small Co. Index ETF 0.8 25 40 8.3 +7.3
ESIX SPDR S&P SmallCap 600 ESG ETF 0.8 12 53 8.0 +7.0
IUSG iShares Core S&P U.S. Growth ETF 0.8 4 61 4.1 +3.1
OGIG ALPS O'Shares Global Internet Giants ETF 0.8 48 17 1.5 +0.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.8 11 54 4.8 +3.8
SGLC SGI U.S. Large Cap Core ETF 0.8 85 -20 3.9 +2.9
PSET Principal Quality ETF 0.8 15 50 5.3 +4.4
LGRO Level Four Large Cap Growth Active ETF 0.8 55 10 3.6 +2.6
EBI Longview Advantage ETF 0.8 35 30 6.5 +5.5
STXG Strive 1000 Growth ETF 0.8 18 47 3.8 +2.8
ADME Aptus Drawdown Managed Equity ETF 0.8 79 -14 4.0 +3.0
SSPY Syntax Stratified LargeCap ETF 0.8 30 35 6.7 +5.7
VOTE TCW Transform 500 ETF 0.8 5 60 4.7 +3.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.8 9 56 5.1 +4.2
SHUS Syntax Stratified U.S. Total Market Hedged ETF 0.8 65 0 6.4 +5.4
SPMV Invesco S&P 500 Minimum Variance ETF 0.8 10 55 5.4 +4.4
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.8 79 -14 4.4 +3.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.8 2 63 4.8 +3.8
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.8 47 18 8.9 +7.9
DSTL Distillate US Fundamental Stability & Value ETF 0.8 39 26 8.3 +7.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.8 19 46 5.3 +4.3
BKLC BNY Mellon US Large Cap Core Equity ETF 0.8 0 65 4.8 +3.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.8 18 47 7.7 +6.7
IVW iShares S&P 500 Growth ETF 0.7 18 47 3.9 +2.9
SPYG SPDR Portfolio S&P 500 Growth ETF 0.7 4 61 4.0 +3.0
VOOG Vanguard S&P 500 Growth ETF 0.7 7 58 4.0 +3.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.7 3 62 4.8 +3.8
HGRO Hedgeye Quality Growth ETF 0.7 70 -5 3.3 +2.3
VTI Vanguard Total Stock Market ETF 0.7 3 62 4.8 +3.8
ARKQ ARK Autonomous Technology & Robotics ETF 0.7 75 -10 0.3 -0.7
DCOR Dimensional US Core Equity 1 ETF 0.7 14 51 5.3 +4.3
VTHR Vanguard Russell 3000 ETF 0.7 7 58 4.8 +3.8
IWV iShares Russell 3000 ETF 0.7 20 45 4.6 +3.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.7 25 40 5.5 +4.5
FAB First Trust Multi Cap Value AlphaDEX Fund 0.7 67 -2 10.0 +9.0
ULVM VictoryShares US Value Momentum ETF 0.7 20 45 7.2 +6.2
SCHB Schwab U.S. Broad Market ETF 0.7 3 62 4.9 +3.9
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.7 60 5 3.9 +2.9
DFUS Dimensional U.S. Equity ETF 0.7 9 56 4.7 +3.7
RECS Columbia Research Enhanced Core ETF 0.7 15 50 5.6 +4.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.7 7 58 4.7 +3.7
FBCG Fidelity Blue Chip Growth ETF 0.7 59 6 2.8 +1.8
IYY iShares Dow Jones U.S. ETF 0.7 20 45 4.7 +3.7
EES WisdomTree U.S. SmallCap Fund 0.7 38 27 8.8 +7.8
SCHK Schwab 1000 Index ETF 0.7 5 60 4.9 +3.9
DFAC Dimensional U.S. Core Equity 2 ETF 0.7 17 48 5.4 +4.4
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 0.7 49 16 3.7 +2.7
VONE Vanguard Russell 1000 ETF 0.7 7 58 4.8 +3.8
TPSC Timothy Plan US Small Cap Core ETF 0.7 52 13 6.9 +5.9
QDEF FlexShares Quality Dividend Defensive Index Fund 0.7 37 28 6.0 +5.0
SPXN ProShares S&P 500 Ex-Financials ETF 0.7 9 56 4.8 +3.8
IWB iShares Russell 1000 ETF 0.7 15 50 4.7 +3.7
XDAT Franklin Exponential Data ETF 0.7 50 15 2.1 +1.1
ESGU iShares ESG Aware MSCI USA ETF 0.7 15 50 4.6 +3.6
WCEO Hypatia Women CEO ETF 0.7 85 -20 3.8 +2.8
USMF WisdomTree U.S. Multifactor Fund 0.7 28 37 7.2 +6.2
INRO iShares U.S. Industry Rotation Active ETF 0.7 42 23 4.2 +3.2
MGK Vanguard Mega Cap Growth ETF 0.7 7 58 4.0 +3.0
PBUS Invesco MSCI USA ETF 0.7 4 61 4.7 +3.8
SFY SoFi Select 500 ETF 0.7 0 65 4.3 +3.3
DSI iShares MSCI KLD 400 Social ETF 0.7 25 40 4.7 +3.7
SCHX Schwab U.S. Large-Cap ETF 0.7 3 62 4.8 +3.9
QDF FlexShares Quality Dividend Index Fund 0.7 37 28 6.1 +5.1
ILCB iShares Morningstar U.S. Equity ETF 0.7 3 62 4.7 +3.7
MAGA Point Bridge America First ETF 0.7 72 -7 5.8 +4.8
VFMF Vanguard U.S. Multifactor ETF 0.7 18 47 7.9 +6.9
TOV JLens 500 Jewish Advocacy U.S. ETF 0.6 18 47 4.5 +3.5
DFAU Dimensional US Core Equity Market ETF 0.6 12 53 4.9 +3.9
VOE Vanguard Mid-Cap Value ETF 0.6 7 58 7.6 +6.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.6 75 -10 3.9 +3.0
SKYY First Trust Cloud Computing ETF 0.6 60 5 2.7 +1.7
MILN Global X Millennial Consumer ETF 0.6 50 15 3.8 +2.8
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.6 12 53 4.4 +3.5
ARVR First Trust Indxx Metaverse ETF 0.6 70 -5 3.8 +2.8
AFLG First Trust Active Factor Large Cap ETF 0.6 55 10 6.2 +5.2
DSPY Tema S&P 500 Historical Weight ETF 0.6 18 47 5.0 +4.0
SPXE ProShares S&P 500 Ex-Energy ETF 0.6 9 56 4.7 +3.7
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.6 3 62 5.0 +4.0
KOKU Xtrackers MSCI Kokusai Equity ETF 0.6 9 56 5.1 +4.1
IWY iShares Russell Top 200 Growth ETF 0.6 20 45 4.4 +3.4
XVV iShares ESG Screened S&P 500 ETF 0.6 8 57 4.7 +3.7
QNXT iShares Nasdaq-100 ex Top 30 ETF 0.6 20 45 4.2 +3.2
STRV Strive 500 ETF 0.6 5 60 4.7 +3.7
JAVA JPMorgan Active Value ETF 0.6 44 21 6.3 +5.3
AVUS Avantis U.S. Equity ETF 0.6 15 50 5.6 +4.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.6 10 55 4.2 +3.2
FELG Fidelity Enhanced Large Cap Growth ETF 0.6 18 47 4.6 +3.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.6 20 45 4.9 +3.9
JQUA JPMorgan U.S. Quality Factor ETF 0.6 12 53 5.9 +4.9
EZM WisdomTree U.S. MidCap Fund 0.6 38 27 9.2 +8.2
EGUS iShares ESG Aware MSCI USA Growth ETF 0.6 18 47 3.8 +2.8
IWC iShares Micro-Cap ETF 0.6 60 5 -0.8 -1.8
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 0.6 29 36 6.6 +5.6
IDNA iShares Genomics Immunology and Healthcare ETF 0.6 47 18 -2.0 -2.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.6 12 53 5.0 +4.0
VV Vanguard Large-Cap ETF 0.6 4 61 4.7 +3.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.6 20 45 4.6 +3.6
QUS SPDR MSCI USA StrategicFactors ETF 0.5 15 50 5.6 +4.6
SPLG SPDR Portfolio S&P 500 ETF 0.5 2 63 4.8 +3.9
SPY SPDR S&P 500 ETF Trust 0.5 9 56 4.8 +3.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.5 29 36 6.4 +5.4
IVV iShares Core S&P 500 ETF 0.5 3 62 4.8 +3.9
VOO Vanguard S&P 500 ETF 0.5 3 62 4.9 +3.9
SMMD iShares Russell 2500 ETF 0.5 15 50 6.1 +5.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.5 39 26 9.5 +8.5
THRO iShares U.S. Thematic Rotation Active ETF 0.5 90 -25 4.0 +3.0
NIXT Research Affiliates Deletions ETF 0.5 9 56 8.5 +7.5
RVRB Reverb ETF 0.5 30 35 4.4 +3.4
EVUS iShares ESG Aware MSCI USA Value ETF 0.5 18 47 6.4 +5.4
RCGE RockCreek Global Equality ETF 0.5 95 -30 6.7 +5.7
APUE ActivePassive U.S. Equity ETF 0.5 45 20 4.5 +3.5
TOK iShares MSCI Kokusai ETF 0.5 26 39 4.9 +3.9
RWK Invesco S&P MidCap 400 Revenue ETF 0.5 39 26 9.5 +8.5
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.5 10 55 4.2 +3.2
IJJ iShares S&P Mid-Cap 400 Value ETF 0.5 18 47 8.8 +7.8
SUSL iShares ESG MSCI USA Leaders ETF 0.5 10 55 4.8 +3.8
JSML Janus Henderson Small Cap Growth Alpha ETF 0.5 30 35 7.6 +6.6
RNSC Furst Trust Small Cap US Equity Select ETF 0.5 60 5 6.1 +5.1
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.5 35 30 7.4 +6.4
XSHQ Invesco S&P SmallCap Quality ETF 0.5 29 36 7.4 +6.4
RDVY First Trust Rising Dividend Achievers ETF 0.5 50 15 6.7 +5.7
IAK iShares U.S. Insurance ETF 0.5 40 25 7.3 +6.3
FELV Fidelity Enhanced Large Cap Value ETF 0.5 18 47 6.6 +5.7
URTH iShares MSCI World ETF 0.5 24 41 4.9 +4.0
MDYV SPDR S&P 400 Mid Cap Value ETF 0.5 15 50 8.8 +7.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.5 15 50 7.9 +7.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.5 10 55 8.9 +7.9
DXUV Dimensional US Vector Equity ETF 0.5 28 37 6.1 +5.1
GVUS Marketbeta Russell 1000 Value Equity ETF 0.5 12 53 6.5 +5.5
SPHQ Invesco S&P 500 Quality ETF 0.5 15 50 5.5 +4.5
VT Vanguard Total World Stock ETF 0.5 6 59 5.7 +4.7
AOTG AOT Growth and Innovation ETF 0.5 75 -10 1.6 +0.6
XLG Invesco S&P 500 Top 50 ETF 0.5 20 45 4.0 +3.0
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.5 10 55 4.8 +3.8
AVSU Avantis Responsible U.S. Equity ETF 0.5 15 50 5.9 +4.9
OALC OneAscent Large Cap Core ETF 0.5 86 -21 4.0 +3.0
ISMD Inspire Small/Mid Cap ETF 0.5 54 11 5.5 +4.5
VSLU Applied Finance Valuation Large Cap ETF 0.5 49 16 5.5 +4.5
AVIE Avantis  Inflation Focused Equity ETF 0.5 25 40 7.3 +6.3
NUMV Nuveen ESG Mid-Cap Value ETF 0.5 31 34 6.9 +5.9
IWD iShares Russell 1000 Value ETF 0.4 19 46 6.3 +5.4
VONV Vanguard Russell 1000 Value ETF 0.4 7 58 6.5 +5.5
ISCV iShares Morningstar Small Cap Value ETF 0.4 6 59 9.2 +8.2
QWLD SPDR MSCI World StrategicFactors ETF 0.4 30 35 5.9 +4.9
KLMN Invesco MSCI North America Climate ETF 0.4 9 56 4.8 +3.9
IJS iShares S&P Small-Cap 600 Value ETF 0.4 18 47 9.5 +8.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.4 20 45 5.5 +4.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.4 18 47 5.9 +4.9
ACWI iShares MSCI ACWI ETF 0.4 32 33 5.4 +4.4
VFMV Vanguard U.S. Minimum Volatility ETF 0.4 13 52 5.8 +4.8
GSPY Gotham Enhanced 500 ETF 0.4 50 15 5.1 +4.2
VEGN US Vegan Climate ETF 0.4 60 5 4.3 +3.3
DFAT Dimensional U.S. Targeted Value ETF 0.4 28 37 9.4 +8.4
FYT First Trust Small Cap Value AlphaDEX Fund 0.4 73 -8 10.7 +9.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.4 10 55 9.6 +8.6
SLYV SPDR S&P 600 Small Cap Value ETF 0.4 15 50 9.5 +8.6
EPS WisdomTree U.S. LargeCap Fund 0.4 8 57 5.6 +4.6
OEF iShares S&P 100 ETF 0.4 20 45 4.4 +3.4
DFSV Dimensional US Small Cap Value ETF 0.4 31 34 10.1 +9.1
IUS Invesco RAFI Strategic US ETF 0.4 19 46 6.7 +5.7
ROUS Hartford Multifactor US Equity ETF 0.4 19 46 6.9 +6.0
HDUS Hartford Disciplined US Equity ETF 0.4 19 46 5.6 +4.6
LRND IQ U.S. Large Cap R&D Leaders ETF 0.4 14 51 5.2 +4.2
DFVX Dimensional US Large Cap Vector ETF 0.3 22 43 6.2 +5.2
PRF Invesco FTSE RAFI US 1000 ETF 0.3 39 26 6.6 +5.6
MGC Vanguard Mega Cap ETF 0.3 7 58 4.5 +3.5
QUAL iShares MSCI USA Quality Factor ETF 0.3 15 50 5.4 +4.4
IWL iShares Russell Top 200 ETF 0.3 15 50 4.5 +3.5
DFUV Dimensional US Marketwide Value ETF 0.3 22 43 7.5 +6.5
VLU SPDR S&P 1500 Value Tilt ETF 0.3 12 53 7.3 +6.3
FNK First Trust Mid Cap Value AlphaDEX Fund 0.3 70 -5 11.2 +10.2
FNDB Schwab Fundamental US Broad Market Index ETF 0.3 25 40 7.1 +6.1
KLMT Invesco MSCI Global Climate 500 ETF 0.3 10 55 5.6 +4.6
DFLV Dimensional US Large Cap Value ETF 0.3 22 43 7.7 +6.7
IUSV iShares Core S&P US Value ETF 0.3 4 61 6.3 +5.3
SUSA iShares MSCI USA ESG Select ETF 0.3 25 40 4.6 +3.6
QVML Invesco S&P 500 QVM Multi-factor ETF 0.3 11 54 5.0 +4.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 56 5.5 +4.5
IVE iShares S&P 500 Value ETF 0.3 18 47 6.1 +5.1
SPYV SPDR Portfolio S&P 500 Value ETF 0.3 4 61 6.2 +5.2
VOOV Vanguard S&P 500 Value ETF 0.3 7 58 6.2 +5.2
FNDX Schwab Fundamental US Large Co. Index ETF 0.3 25 40 7.0 +6.0
IWN iShares Russell 2000 Value ETF 0.3 24 41 7.1 +6.1
VTWV Vanguard Russell 2000 Value ETF 0.3 10 55 7.1 +6.1
STXV Strive 1000 Value ETF 0.3 18 47 7.9 +6.9
GLOF iShares Global Equity Factor ETF 0.3 20 45 6.3 +5.3
RWL Invesco S&P 500 Revenue ETF 0.3 39 26 6.7 +5.7
CCMG CCM Global Equity ETF 0.2 34 31 8.3 +7.4
SNPV Xtrackers S&P 500 Value ESG ETF 0.2 15 50 6.5 +5.5
SAGP Strategas Global Policy Opportunities ETF 0.2 65 0 5.4 +4.4
RAFE PIMCO RAFI ESG U.S. ETF 0.2 29 36 6.9 +5.9
LRGF iShares U.S. Equity Factor ETF 0.2 8 57 5.3 +4.3
PRXV Praxis Impact Large Cap Value ETF 0.2 36 29 6.5 +5.5
STXD Strive 1000 Dividend Growth ETF 0.2 35 30 4.8 +3.8
ILCV iShares Morningstar Value ETF 0.2 4 61 6.3 +5.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.2 19 46 6.3 +5.3
GOP Unusual Whales Subversive Republican Trading ETF 0.2 50 15 5.4 +4.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.2 20 45 6.3 +5.3
ACWV iShares MSCI Global Min Vol Factor ETF 0.2 20 45 6.2 +5.2
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.2 49 16 5.8 +4.8
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 40 9.8 +8.8
VIG Vanguard Dividend Appreciation ETF 0.2 5 60 5.5 +4.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.2 7 58 5.0 +4.0
AVUQ Avantis U.S. Quality ETF 0.2 15 50 4.3 +3.3
AVSC Avantis U.S Small Cap Equity ETF 0.2 25 40 5.4 +4.4
LVOL American Century Low Volatility ETF 0.2 29 36 5.0 +4.0
SCHV Schwab U.S. Large-Cap Value ETF 0.2 4 61 6.7 +5.7
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.2 32 33 4.9 +3.9
VALQ American Century U.S. Quality Value ETF 0.2 29 36 7.8 +6.8
WRND IQ Global Equity R&D Leaders ETF 0.2 18 47 7.8 +6.8
VUSE Vident U.S. Equity Strategy ETF 0.2 50 15 4.5 +3.5
SNPE Xtrackers S&P 500 ESG ETF 0.2 10 55 4.9 +4.0
PFM Invesco Dividend Achievers ETF 0.2 53 12 5.2 +4.2
IETC iShares U.S. Tech Independence Focused ETF 0.2 18 47 3.7 +2.7
NACP Impact Shares NAACP Minority Empowerment ETF 0.2 49 16 4.5 +3.5
WOMN Impact Shares YWCA Women's Empowerment ETF 0.1 75 -10 5.3 +4.4
VTV Vanguard Value ETF 0.1 4 61 6.8 +5.8
DGRW WisdomTree US Quality Dividend Growth Fund 0.1 28 37 5.4 +4.4
TXS Texas Capital Texas Equity Index ETF 0.1 49 16 5.5 +4.6
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.1 8 57 4.9 +3.9
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 23 5.2 +4.3
SNPG Xtrackers S&P 500 Growth ESG ETF 0.1 15 50 4.5 +3.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 40 5.9 +4.9
AVLV Avantis U.S. Large Cap Value ETF 0.1 15 50 7.8 +6.8
SPMO Invesco S&P 500 Momentum ETF 0.1 13 52 3.5 +2.5
AUSF Global X Adaptive U.S. Factor ETF 0.1 27 38 8.9 +7.9
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 4.3 +3.3
PKW Invesco Buyback Achievers ETF 0.1 62 3 7.1 +6.1
DLN WisdomTree U.S. LargeCap Dividend Fund 0.1 28 37 5.9 +4.9
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 37 6.2 +5.3
VFH Vanguard Financials ETF 0.0 9 56 6.5 +5.5
FELC Fidelity Enhanced Large Cap Core ETF 0.0 18 47 5.1 +4.1
FNCL Fidelity MSCI Financials Index ETF 0.0 8 57 6.5 +5.5
VFVA Vanguard U.S. Value Factor ETF 0.0 13 52 10.9 +9.9
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.0 29 36 8.1 +7.1
PNQI Invesco NASDAQ Internet ETF 0.0 60 5 3.4 +2.4
NULV Nuveen ESG Large-Cap Value ETF 0.0 26 39 6.2 +5.2
DUHP Dimensional US High Profitability ETF 0.0 21 44 6.3 +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
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 4.0 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		 1.58
 
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.