Natixis U.S. Equity Opportunities ETF
ALTAR
Score™
6.1% info Recommen-
dation
NEUTRAL
2022E    2023E
P/E
ratio
16.6x P/Sales
ratio
2.5x
P/BV
ratio
2.5x Div.
yield
1.1%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
EQOP is an actively managed, nontransparent ETF to provide exposure to broad US equity market. Stock selections are made by two portfolio managers.

FUND BASICS
Category US Equities
Fund Sponsor Groupe BPCE
Website www.im.natixis.com
Inception date Sep 17, 2020
Assets (mns) $10
Currency USD
Expense ratio 85 bp
Distributions None

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting Proprietary
Index replication
Uses derivatives No
Options available No

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 65
Wgt avg mkt cap (mns) $218,734
Large cap (>$10bn) 93.4%
Mid cap ($2-10bn) 4.9%
Small cap (<$2bn) 0.0%
Developed mkts 98.8%
Emerging mkts 1.2%

TOP TEN HOLDINGS
EOG RESOURCES, INC. 4.5 %
CONOCOPHILLIPS 3.8 %
AMAZON.COM INC 3.7 %
REGENERON PHARMACEUTICALS 3.4 %
APA CORP. 3.3 %
NETFLIX INC 3.2 %
SCHWAB (CHARLES) CORP 2.6 %
FISERV INC 2.3 %
META PLATFORMS INC 2.3 %
CAPITAL ONE FINANCIAL CORP 2.2 %
Total 31.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 92.3 %
BRITAIN 1.9 %
SWITZERLAND 1.6 %
CHINA 1.1 %
DENMARK 0.6 %
CANADA 0.5 %





HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru November 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-15.8% -13.1% -- -- 9.9%

Market Correlations
versus... Beta R-squared
S&P500 1.07 92%
MSCI EAFE 0.99 84%
MSCI Emg. Mkts. 0.76 42%

Technical Indicators
Recent close $27.68
30d moving avg. $26.11
Annualized volatility 21.6%
Short interest (ETF) 0.0%
Short interest (Underlying) 1.6%
Relative strength (RSI) 65

Liquidity measures
Avg. volume (thou.) 1
Turnover 0.3%
Bid/Ask (% of price) 0.13%
ADV underlying (mns) $54,399

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 967 potential alternatives to the Natixis U.S. Equity Opportunities ETF ETF based on the alternatives' overlap in portfolio holdings with EQOP. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: EQOP Expense: 85 bp ALTAR Score™: 6.1%


ALTERNATIVE ETFs BASED ON OVERLAP WITH EQOP
Ticker Fund
Name
Overlap1
vs EQOP
(%)
Expense
ratio
(bp)
Savings
vs EQOP
(bp)
ALTAR
Score™
(%)
ALTAR
vs EQOP
(%)
EQWL Invesco Russell Top 200 Equal Weight ETF 25.6 25 60 7.2 +1.2
GVIP Goldman Sachs Hedge Industry VIP ETF 24.6 45 40 5.1 -0.9
TECB iShares US Tech Breakthrough Multisector ETF 23.8 40 45 6.1 +0.0
ITAN Sparkline Intangible Value ETF 22.7 50 35 7.7 +1.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 22.4 60 25 4.8 -1.2
BUZZ VanEck Social Sentiment ETF 22.3 75 10 1.6 -4.5
GFGF Guru Favorite Stocks ETF 22.2 65 20 6.6 +0.6
WOMN Impact Shares YWCA Women's Empowerment ETF 21.5 75 10 6.1 +0.1
SPXV ProShares S&P 500 Ex-Health Care ETF 21.4 27 58 5.9 -0.2
CGGR Capital Group Growth ETF 21.1 39 46 4.7 -1.4
JAVA JPMorgan Active Value ETF 20.8 44 41 6.6 +0.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 20.6 7 78 6.2 +0.1
OEF iShares S&P 100 ETF 20.2 20 65 6.1 +0.1
CACG ClearBridge All Cap Growth ETF 20.1 53 32 4.4 -1.7
IWL iShares Russell Top 200 ETF 19.7 15 70 6.1 +0.0
SPXE ProShares S&P 500 Ex-Energy ETF 19.7 27 58 6.1 +0.1
MGK Vanguard Mega Cap Growth ETF 19.7 7 78 5.5 -0.6
TMFC Motley Fool 100 Index ETF 19.6 50 35 5.1 -0.9
LRND IQ U.S. Large Cap R&D Leaders ETF 19.6 14 71 7.6 +1.5
SPXN ProShares S&P 500 Ex-Financials ETF 19.5 27 58 6.1 0.0
SCHG Schwab U.S. Large-Cap Growth ETF 19.3 40 45 4.7 -1.4
VUG Vanguard Growth Index Fund 19.3 4 81 5.3 -0.7
XOUT GraniteShares XOUT U.S. Large Cap ETF 19.2 60 25 5.4 -0.7
BKLC BNY Mellon US Large Cap Core Equity ETF 19.1 0 85 6.2 +0.1
MGC Vanguard Mega Cap Index Fund 19.1 7 78 6.1 +0.1
QYLD Global X NASDAQ 100 Covered Call ETF 19.1 60 25 5.6 -0.5
ANEW ProShares MSCI Transformational Changes ETF 19.0 45 40 5.0 -1.0
LRGE ClearBridge Large Cap Growth ESG ETF 19.0 59 26 4.2 -1.9
QRMI Global X NASDAQ 100 Risk Managed Income ETF 19.0 60 25 5.6 -0.5
MOAT VanEck Morningstar Wide Moat ETF 18.9 47 38 6.3 +0.2
NUSI Nationwide Risk-Managed Income ETF 18.9 68 17 5.5 -0.6
JCTR JPMorgan Carbon Transition U.S. Equity ETF 18.8 15 70 5.9 -0.1
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 18.8 60 25 5.6 -0.5
SFY SoFi Select 500 ETF 18.7 0 85 6.3 +0.2
IGM iShares Expanded Tech Sector ETF 18.7 40 45 5.9 -0.2
IETC iShares Evolved U.S. Technology ETF 18.7 18 67 5.8 -0.3
EPS WisdomTree U.S. Earnings 500 Fund 18.6 8 77 7.6 +1.6
QQQ Invesco QQQ Trust 18.6 20 65 6.0 -0.1
QQQM Invesco NASDAQ 100 ETF 18.6 15 70 6.4 +0.3
ILCG iShares Morningstar Growth ETF 18.5 4 81 5.0 -1.1
QTR Global X NASDAQ 100 Tail Risk ETF 18.5 60 25 5.6 -0.4
SPXT ProShares S&P 500 Ex-Technology ETF 18.4 27 58 6.3 +0.3
QCLR Global X NASDAQ 100 Collar 95-110 ETF 18.4 60 25 5.6 -0.5
MMLG First Trust Multi-Manager Large Growth ETF 18.2 85 0 3.0 -3.1
PBP Invesco S&P 500 BuyWrite ETF 18.1 49 36 5.9 -0.2
ESG FlexShares STOXX US ESG Impact Index Fund 18.1 32 53 6.2 +0.1
XYLD Global X S&P 500 Covered Call ETF 18.0 60 25 5.8 -0.3
JHMF John Hancock Multifactor Financials ETF 18.0 40 45 0.0 -6.1
XRMI Global X S&P 500 Risk Managed Income ETF 17.9 60 25 5.8 -0.3
FVAL Fidelity Value Factor ETF 17.9 29 56 9.6 +3.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 17.8 20 65 6.0 -0.1
GSPY Gotham Enhanced 500 ETF 17.6 50 35 6.8 +0.7
EFIV SPDR S&P 500 ESG ETF 17.5 10 75 6.4 +0.4
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 17.5 17 68 6.5 +0.4
VOOG Vanguard S&P 500 Growth ETF 17.5 10 75 6.1 +0.0
XYLG Global X S&P 500 Covered Call & Growth ETF 17.5 60 25 5.8 -0.3
IVW iShares S&P 500 Growth ETF 17.5 18 67 6.0 -0.1
SPYG SPDR Portfolio S&P 500 Growth ETF 17.5 4 81 6.2 +0.1
SNPE Xtrackers S&P 500 ESG ETF 17.4 10 75 6.4 +0.4
QQMG Invesco ESG NASDAQ 100 ETF 17.3 20 65 6.5 +0.5
VOTE Engine No. 1 Transform 500 ETF 17.3 5 80 6.2 +0.2
IWX iShares Russell Top 200 Value ETF 17.3 20 65 7.3 +1.3
KRMA Global X Conscious Companies ETF 17.2 43 42 6.4 +0.3
NACP Impact Shares NAACP Minority Empowerment ETF 17.0 49 36 6.1 +0.0
IVV iShares Core S&P 500 ETF 17.0 3 82 6.3 +0.3
SPY SPDR S&P 500 ETF Trust 17.0 9 76 6.3 +0.2
SPLG SPDR Portfolio S&P 500 ETF 17.0 3 82 6.3 +0.3
XCLR Global X S&P 500 Collar 95-110 ETF 17.0 60 25 5.8 -0.2
XVV iShares ESG Screened S&P 500 ETF 17.0 8 77 6.3 +0.3
CATH Global X S&P 500 Catholic Values Custom ETF 16.9 29 56 6.0 -0.0
PZLG Puzzle Mature Growth 16.9 10 75 5.7 -0.4
XTR Global X S&P 500 Tail Risk ETF 16.9 60 25 6.0 -0.1
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 16.9 57 28 5.8 -0.3
CGUS Capital Group Core Equity ETF 16.9 33 52 6.3 +0.3
XVOL Acruence Active Hedge U.S. Equity ETF 16.9 83 2 5.8 -0.3
VOO VANGUARD S&P 500 ETF 16.9 3 82 6.3 +0.3
IUSG iShares Core S&P US Growth ETF 16.9 4 81 6.2 +0.1
PBUS Invesco PureBeta MSCI USA ETF 16.9 4 81 6.2 +0.2
VV Vanguard Large-Cap Index Fund 16.9 4 81 6.2 +0.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 16.9 2 83 6.2 +0.1
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 16.8 20 65 6.2 +0.1
VEGN US Vegan Climate ETF 16.8 60 25 6.0 -0.1
FDG American Century Focused Dynamic Growth ETF 16.8 45 40 3.2 -2.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 16.8 10 75 5.8 -0.2
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 16.7 50 35 2.8 -3.3
IVLC Invesco US Large Cap Core ESG ETF 16.6 48 37 5.9 -0.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 16.5 35 50 6.0 -0.1
AIQ Global X Future Analytics Tech ETF 16.5 68 17 5.5 -0.5
ILCB iShares Morningstar U.S. Equity ETF 16.5 3 82 6.2 +0.1
SCHX Schwab U.S. Large-Cap ETF 16.4 3 82 6.2 +0.1
IWY iShares Russell Top 200 Growth ETF 16.3 20 65 5.8 -0.2
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 16.2 15 70 8.6 +2.5
USXF iShares ESG Advanced MSCI USA ETF 16.1 10 75 6.2 +0.2
IQSU IQ Candriam ESG US Equity ETF 16.1 9 76 5.9 -0.2
ESGV Vanguard ESG U.S. Stock ETF 16.1 9 76 6.2 +0.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 16.0 14 71 6.2 +0.2
SUBS Fount Subscription Economy ETF 16.0 70 15 5.4 -0.6
IWB iShares Russell 1000 ETF 16.0 15 70 6.1 -0.0
SCHK Schwab 1000 Index ETF 15.9 5 80 6.1 +0.1
IYG iShares US Financial Services ETF 15.9 39 46 7.9 +1.8
VONE Vanguard Russell 1000 ETF 15.9 8 77 6.1 +0.1
IYY iShares Dow Jones U.S. ETF 15.9 20 65 6.0 -0.1
IWF iShares Russell 1000 Growth ETF 15.9 18 67 5.6 -0.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 15.9 11 74 6.1 +0.1
ROCI ROC ETF 15.8 49 36 5.1 -1.0
VONG Vanguard Russell 1000 Growth Index Fund 15.8 8 77 5.7 -0.4
XNTK SPDR NYSE Technology ETF 15.8 35 50 5.6 -0.5
SPTM SPDR Portfolio Total Stock Market ETF 15.8 3 82 6.4 +0.4
DFUS Dimensional U.S. Equity ETF 15.7 11 74 6.2 +0.1
ACSI American Customer Satisfaction Core Alpha ETF 15.7 65 20 4.6 -1.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 15.6 50 35 6.4 +0.4
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 15.6 60 25 5.4 -0.7
ESGU iShares MSCI USA ESG Optimized ETF 15.6 15 70 6.1 +0.1
SPHB Invesco S&P 500 High Beta ETF 15.6 25 60 4.4 -1.7
ALTL Pacer Lunt Large Cap Alternator ETF 15.6 60 25 5.5 -0.6
FUNL CornerCap Fundametrics Large-Cap ETF 15.6 50 35 8.1 +2.1
WRND IQ Global Equity R&D Leaders ETF 15.5 18 67 8.6 +2.6
NZUS SPDR MSCI USA Climate Paris Aligned ETF 15.4 10 75 5.9 -0.2
RYF Invesco S&P 500 Equal Weight Financials ETF 15.3 40 45 8.4 +2.3
ACIO Aptus Collared Income Opportunity ETF 15.3 79 6 5.5 -0.6
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 15.3 21 64 4.5 -1.6
MILN Global X Millennial Consumer ETF 15.3 50 35 3.0 -3.1
PNQI Invesco NASDAQ Internet ETF 15.3 60 25 3.6 -2.5
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 15.2 15 70 13.7 +7.6
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 15.2 60 25 3.4 -2.7
SCHB Schwab U.S. Broad Market ETF 15.2 3 82 6.0 -0.0
RWL Invesco S&P 500 Revenue ETF 15.2 39 46 7.1 +1.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 15.2 3 82 5.9 -0.2
XLG Invesco S&P 500 Top 50 ETF 15.2 20 65 5.8 -0.3
IWV iShares Russell 3000 ETF 15.1 20 65 5.8 -0.2
VDNI V-Shares US Leadership Diversity ETF 15.1 29 56 6.6 +0.6
FBCG Fidelity Blue Chip Growth ETF 15.0 59 26 2.9 -3.1
VTHR Vanguard Russell 3000 Index Fund 15.0 10 75 5.9 -0.1
VTI Vanguard Total Stock Market Index Fund 15.0 3 82 5.9 -0.2
IUSA Amberwave Invest USA JSG Fund 14.9 67 18 6.4 +0.4
DIVB iShares U.S. Dividend & Buyback ETF 14.9 5 80 7.9 +1.9
ECOZ TrueMark ESG Active Opportunities ETF 14.7 58 27 5.1 -1.0
GGRW Gabelli Growth Innovators ETF 14.7 90 -5 3.8 -2.3
AQGX AI Quality Growth ETF 14.7 97 -12 5.4 -0.7
FPAG FPA Global Equity ETF 14.7 49 36 6.8 +0.7
FTHI First Trust High Income ETF 14.7 85 0 6.4 +0.3
THNQ ROBO Global Artificial Intelligence ETF 14.6 68 17 3.1 -3.0
VFH Vanguard Financials Index Fund 14.6 10 75 8.4 +2.3
FNCL Fidelity MSCI Financials Index ETF 14.6 8 77 8.4 +2.3
EQUL IQ Engender Equality ETF 14.6 45 40 7.3 +1.3
FNDX Schwab Fundamental U.S. Large Co. Index ETF 14.4 25 60 7.6 +1.6
XLF Financial Select Sector SPDR Fund 14.4 10 75 7.9 +1.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 14.3 10 75 6.5 +0.4
DFAU Dimensional US Core Equity Market ETF 14.2 12 73 6.3 +0.2
CGDV Capital Group Dividend Value ETF 14.2 33 52 6.7 +0.7
SFYF SoFi 50 ETF 14.1 29 56 -3.6 -9.7
QUS SPDR MSCI USA StrategicFactors ETF 14.1 15 70 6.7 +0.6
RPG Invesco S&P 500 Pure Growth ETF 14.0 35 50 7.3 +1.3
QLC FlexShares US Quality Large Cap Index Fund 13.9 25 60 7.0 +1.0
DSI iShares MSCI KLD 400 Social ETF 13.9 25 60 6.3 +0.2
IUS Invesco Strategic US ETF 13.8 19 66 7.6 +1.5
VLU SPDR S&P 1500 Value Tilt ETF 13.8 12 73 8.1 +2.0
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 13.8 12 73 6.2 +0.2
AILV Alpha Intelligent - Large Cap Value ETF 13.8 85 0 6.4 +0.4
ENTR Entrepreneur 30 Fund 13.7 49 36 3.2 -2.9
FSST Fidelity Sustainability U.S. Equity ETF 13.7 59 26 6.1 +0.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 13.6 9 76 6.9 +0.8
IVSG Invesco Select Growth ETF 13.6 48 37 4.1 -2.0
RAFE PIMCO RAFI ESG U.S. ETF 13.5 29 56 8.5 +2.5
JHML John Hancock Multifactor Large Cap ETF 13.5 29 56 6.5 +0.5
AVLV Avantis U.S. Large Cap Value ETF 13.5 15 70 8.6 +2.6
FNDB Schwab Fundamental U.S. Broad Market Index ETF 13.5 25 60 7.5 +1.5
VSLU Applied Finance Valuation Large Cap ETF 13.5 49 36 7.5 +1.4
JOYY Infusive Compounding Global Equities ETF 13.4 51 34 0.0 -6.1
TRFM AAM Transformers ETF 13.3 49 36 2.6 -3.5
SHE SPDR SSGA Gender Diversity Index ETF 13.3 20 65 6.4 +0.3
ADME Aptus Drawdown Managed Equity ETF 13.3 79 6 5.4 -0.7
LRGF iShares Edge MSCI Multifactor USA ETF 13.3 8 77 7.1 +1.0
MBCC Monarch Blue Chips Core ETF 13.3 125 -40 4.0 -2.1
PRF Invesco FTSE RAFI US 1000 ETF 13.2 39 46 7.5 +1.5
AOTG AOT Growth and Innovation ETF 13.1 75 10 3.4 -2.7
RSPE Invesco ESG S&P 500 Equal Weight ETF 13.1 20 65 7.4 +1.4
KOKU Xtrackers MSCI Kokusai Equity ETF 13.1 9 76 6.7 +0.6
TOK iShares MSCI Kokusai ETF 13.0 25 60 6.5 +0.4
FEVR Inspire Faithward Large Cap Momentum ESG ETF 13.0 80 5 0.0 -6.1
IWD iShares Russell 1000 Value ETF 13.0 18 67 7.2 +1.2
NULG Nuveen ESG Large-Cap Growth ETF 13.0 25 60 5.1 -1.0
UGCE Uncommon Portfolio Design Core Equity ETF 12.9 65 20 0.0 -6.1
VONV Vanguard Russell 1000 Value Index Fund 12.9 8 77 7.3 +1.3
SQEW LeaderShares Equity Skew ETF 12.9 75 10 5.4 -0.7
RECS Columbia Research Enhanced Core ETF 12.8 15 70 7.1 +1.0
ACVF American Conservative Values ETF 12.8 75 10 5.4 -0.7
QGRO American Century STOXX U.S. Quality Growth ETF 12.8 29 56 6.0 -0.1
IYF iShares U.S. Financials ETF 12.8 39 46 7.7 +1.7
RESP WisdomTree US ESG Fund of Benef Interest 12.8 28 57 7.3 +1.3
SIXA 6 Meridian Mega Cap Equity ETF 12.8 82 3 7.9 +1.9
DGT SPDR Global Dow ETF 12.8 50 35 7.8 +1.7
FCTR First Trust Lunt U.S. Factor Rotation ETF 12.7 65 20 5.1 -0.9
VIRS Pacer BioThreat Strategy ETF 12.7 70 15 7.1 +1.0
SPHQ Invesco S&P 500 Quality ETF 12.7 15 70 5.9 -0.1
FCPI Fidelity Stocks for Inflation ETF 12.6 29 56 8.9 +2.8
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 12.6 68 17 -0.9 -6.9
HVAL ALPS Hillman Active Value ETF 12.6 55 30 7.7 +1.7
PLAT WisdomTree Modern Tech Platforms Fund 12.6 20 65 -0.1 -6.2
AILG Alpha Intelligent - Large Cap Growth ETF 12.6 85 0 4.5 -1.5
SIXH 6 Meridian Hedged Equity-Index Option Strategy ETF 12.5 87 -2 7.2 +1.1
CLRG IQ Chaikin U.S. Large Cap ETF 12.5 25 60 6.4 +0.3
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 12.5 25 60 6.4 +0.4
IYC iShares U.S. Consumer Services ETF 12.5 39 46 4.1 -2.0
AVUS Avantis U.S. Equity ETF 12.4 15 70 6.9 +0.9
URTH iShares MSCI World ETF 12.4 24 61 6.6 +0.5
IVE iShares S&P 500 Value ETF 12.4 18 67 6.8 +0.7
VOOV Vanguard S&P 500 Value ETF 12.4 10 75 6.9 +0.8
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 12.4 49 36 6.5 +0.5
SPYV SPDR Portfolio S&P 500 Value ETF 12.4 4 81 6.9 +0.9
FQAL Fidelity Quality Factor ETF 12.3 29 56 7.3 +1.2
FDN First Trust Dow Jones Internet Index Fund 12.3 51 34 3.3 -2.7
QVML Invesco S&P 500 QVM Multi-factor ETF 12.3 11 74 6.5 +0.4
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 12.3 39 46 6.5 +0.5
RDVY First Trust Rising Dividend Achievers ETF 12.3 50 35 9.0 +2.9
PEXL Pacer US Export Leaders ETF 12.2 60 25 6.8 +0.7
METV Roundhill Ball Metaverse ETF 12.2 59 26 5.4 -0.6
DEIF Sterling Capital Diverse Multi-Manager Active ETF 12.2 65 20 6.9 +0.9
RFFC RiverFront Dynamic US Flex-Cap ETF 12.1 52 33 6.1 +0.1
VLUE iShares MSCI USA Value Factor ETF 12.1 15 70 12.3 +6.2
PSET Principal Price Setters Index ETF 12.1 15 70 6.7 +0.6
JQUA JPMorgan U.S. Quality Factor ETF 12.1 12 73 6.8 +0.7
MGV Vanguard Mega Cap Value ETF 12.0 7 78 7.4 +1.4
RYT Invesco S&P 500 Equal Weight Technology ETF 12.0 40 45 7.1 +1.0
SUSL iShares ESG MSCI USA Leaders ETF 12.0 10 75 6.2 +0.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 12.0 10 75 6.2 +0.2
KNGS UPHOLDINGS Compound Kings ETF 11.9 60 25 5.1 -1.0
ESGG FlexShares STOXX Global ESG Impact Index Fund 11.9 42 43 6.7 +0.6
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 11.9 15 70 6.3 +0.3
GCIG Genuine Investors ETF 11.8 100 -15 7.3 +1.2
DUHP Dimensional US High Profitability ETF 11.8 22 63 8.0 +2.0
IUSV iShares Core S&P U.S. Value ETF 11.7 4 81 7.0 +0.9
DUSA Davis Select U.S. Equity ETF 11.7 61 24 10.5 +4.5
REVS Columbia Research Enhanced Value ETF 11.6 19 66 8.9 +2.8
ZGEN Generation Z ETF 11.5 63 22 -6.1 -12.1
QUAL iShares MSCI Usa Quality Factor ETF 11.5 15 70 7.3 +1.2
TTAC TrimTabs US Free Cash Flow Quality ETF 11.5 59 26 6.9 +0.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 11.5 9 76 6.5 +0.4
COWZ Pacer US Cash Cows 100 ETF 11.4 49 36 11.3 +5.3
RYE Invesco S&P 500 Equal Weight Energy ETF 11.4 40 45 5.5 -0.5
XPND First Trust Expanded Technology ETF 11.4 65 20 6.5 +0.4
LEGR First Trust Indxx Innovative Transaction & Process ETF 11.3 65 20 9.9 +3.8
ACWI iShares MSCI ACWI ETF 11.3 32 53 6.7 +0.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 11.3 20 65 6.9 +0.8
FTQI First Trust Nasdaq BuyWrite Income ETF 11.3 85 0 4.2 -1.9
STLG iShares Factors US Growth Style ETF 11.2 25 60 8.0 +1.9
NULC Nuveen ESG Large-Cap ETF 11.2 20 65 5.9 -0.1
NZRO Strategy Shares Halt Climate Change ETF 11.2 95 -10 1.8 -4.3
SUSA iShares MSCI USA ESG Select ETF 11.2 25 60 5.9 -0.2
MOTE VanEck Morningstar ESG Moat ETF 11.1 49 36 6.4 +0.3
EGIS 2nd Vote Society Defended ETF 11.1 75 10 7.2 +1.1
FLQL Franklin LibertyQ U.S. Equity ETF 11.1 15 70 7.8 +1.8
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 11.0 20 65 6.9 +0.9
UBCB UBC Algorithmic Fundamentals ETF 11.0 75 10 5.3 -0.8
WUGI Esoterica NextG Economy ETF 10.9 75 10 2.8 -3.3
HEET Hartford Schroders ESG US Equity ETF 10.9 39 46 7.2 +1.2
FMIL Fidelity New Millennium ETF 10.8 59 26 6.6 +0.5
ILCV iShares Morningstar Value ETF 10.8 4 81 7.5 +1.4
DGRW WisdomTree U.S. Quality Dividend Growth Fund 10.8 28 57 7.0 +1.0
MVPS Amplify Thematic All-Stars ETF 10.8 49 36 2.3 -3.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 10.8 12 73 6.4 +0.3
DYNF BlackRock U.S. Equity Factor Rotation ETF 10.8 30 55 6.1 +0.1
IYJ iShares U.S. Industrials ETF 10.7 39 46 5.9 -0.1
PWB Invesco Dynamic Large Cap Growth ETF 10.7 56 29 4.2 -1.9
FCG First Trust Natural Gas ETF 10.6 60 25 8.0 +1.9
FEX First Trust Large Cap Core AlphaDEX Fund 10.6 59 26 7.3 +1.3
FTA First Trust Large Cap Value AlphaDEX Fund 10.6 59 26 9.8 +3.7
DFAC Dimensional U.S. Core Equity 2 ETF 10.6 19 66 6.7 +0.7
FTEC Fidelity MSCI Information Technology Index ETF 10.6 8 77 6.1 0.0
VGT Vanguard Information Technology Index Fund 10.6 10 75 6.1 -0.0
DFUV Dimensional US Marketwide Value ETF 10.6 23 62 8.4 +2.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 10.6 29 56 7.5 +1.4
VTV Vanguard Value Index Fund 10.5 4 81 7.6 +1.5
CGGO Capital Group Global Growth Equity ETF 10.5 47 38 4.4 -1.6
SPGP Invesco S&P 500 GARP ETF 10.5 36 49 9.0 +2.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 10.5 19 66 7.2 +1.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 10.5 9 76 6.4 +0.3
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 10.4 49 36 5.7 -0.3
FXO First Trust Financials AlphaDEX Fund 10.4 61 24 10.9 +4.8
BOSS Global X Founder-Run Companies ETF 10.4 45 40 2.7 -3.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 10.4 12 73 6.2 +0.2
KOIN Innovation Shares NextGen Protocol ETF 10.3 75 10 7.8 +1.7
NTZG Nuveen Global Net Zero Transition ETF 10.3 55 30 5.6 -0.5
MOTG VanEck Morningstar Global Wide Moat ETF 10.3 52 33 6.7 +0.7
XLK Technology Select Sector SPDR Fund 10.3 10 75 6.4 +0.3
YLDE ClearBridge Dividend Strategy ESG ETF 10.3 59 26 6.2 +0.2
FDLO Fidelity Low Volatility Factor ETF 10.3 29 56 5.9 -0.2
OGIG O'Shares Global Internet Giants ETF 10.3 48 37 0.4 -5.6
IYW iShares U.S. Technology ETF 10.3 39 46 6.3 +0.2
IEO iShares U.S. Oil & Gas Exploration & Production ETF 10.2 39 46 6.9 +0.9
FTC First Trust Large Cap Growth AlphaDEX Fund 10.2 59 26 4.8 -1.2
ALFA AlphaClone Alternative Alpha ETF 10.2 65 20 0.0 -6.1
VT Vanguard Total World Stock ETF 10.2 7 78 6.7 +0.7
WTV WisdomTree US Value Fund 10.1 12 73 9.2 +3.1
FDWM Fidelity Women's Leadership ETF 10.1 59 26 6.1 +0.0
FLRG Fidelity U.S. Multifactor ETF 10.1 29 56 8.0 +1.9
VERS ProShares Metaverse ETF 10.0 58 27 -4.4 -10.4
GURU Global X Guru Index ETF 9.9 75 10 3.8 -2.3
PWV Invesco Dynamic Large Cap Value ETF 9.9 58 27 7.8 +1.7
AVDR AVDR US LargeCap Leading ETF 9.9 60 25 0.0 -6.1
IXG iShares Global Financials ETF 9.8 40 45 9.4 +3.3
RSP Invesco S&P 500 Equal Weight ETF 9.8 20 65 6.7 +0.6
SCHV Schwab U.S. Large-Cap Value ETF 9.8 4 81 7.3 +1.2
INNO Harbor Disruptive Innovation ETF 9.8 75 10 -3.7 -9.8
DFNL Davis Select Financial ETF 9.8 62 23 8.8 +2.7
FDRR Fidelity Dividend ETF for Rising Rates 9.7 29 56 7.9 +1.8
IXN iShares Global Tech ETF 9.7 40 45 6.0 -0.1
SSPY Syntax Stratified LargeCap ETF 9.6 30 55 7.0 +0.9
QWLD SPDR MSCI World StrategicFactors ETF 9.6 30 55 7.0 +0.9
GRZZ Grizzle Growth ETF 9.6 75 10 7.4 +1.3
VFQY Vanguard U.S. Quality Factor ETF 9.6 13 72 8.2 +2.2
GBUY Goldman Sachs Future Consumer Equity ETF 9.5 75 10 3.3 -2.7
CVAR Cultivar ETF 9.5 87 -2 8.1 +2.1
DLN WisdomTree U.S. LargeCap Dividend Fund 9.5 28 57 7.0 +0.9
KCE SPDR S&P Capital Markets ETF 9.5 35 50 9.4 +3.3
RNLC Large Cap US Equity Select ETF 9.4 60 25 7.1 +1.1
HKND Humankind US Stock ETF 9.4 11 74 7.6 +1.6
BUYZ Franklin Disruptive Commerce ETF 9.4 50 35 2.7 -3.4
DWLD Davis Select Worldwide ETF 9.4 62 23 9.6 +3.6
BUL Pacer US Cash Cows Growth ETF 9.4 60 25 9.6 +3.6
JEPI JPMorgan Equity Premium Income ETF 9.4 35 50 5.6 -0.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 9.4 75 10 6.9 +0.9
EUSA iShares MSCI USA Equal Weighted ETF 9.3 9 76 6.2 +0.1
JHME John Hancock Multifactor Energy ETF 9.3 40 45 0.0 -6.1
RUFF Alpha Dog ETF 9.3 90 -5 5.7 -0.4
ARVR First Trust Indxx Metaverse ETF 9.3 70 15 6.3 +0.2
EQRR ProShares Equities for Rising Rates ETF 9.2 35 50 8.3 +2.3
EWCO Invesco S&P 500 Equal Weight Communication Services ETF 9.2 40 45 10.0 +3.9
IXP iShares Global Comm Services ETF 9.2 40 45 9.5 +3.4
XLC Communication Services Select Sector SPDR Fund 9.2 10 75 9.4 +3.3
VOX Vanguard Telecommunication Services Index Fund 9.2 10 75 7.2 +1.2
FCOM Fidelity MSCI Telecommunication Services Index ETF 9.2 8 77 7.2 +1.1
JHCS John Hancock Multifactor Media & Communications ETF 9.2 40 45 0.0 -6.1
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 9.2 47 38 -0.2 -6.3
SIZE iShares MSCI USA Size Factor ETF 9.2 15 70 6.0 -0.1
JMOM JPMorgan U.S. Momentum Factor ETF 9.2 12 73 6.3 +0.2
TIME Clockwise Capital Innovation ETF 9.2 95 -10 3.7 -2.4
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 9.2 69 16 7.2 +1.1
SPVU Invesco S&P 500 Enhanced Value ETF 9.1 13 72 11.7 +5.6
CLOU Global X Cloud Computing ETF 9.1 68 17 2.0 -4.0
IYE iShares U.S. Energy ETF 9.0 39 46 5.3 -0.8
XLE Energy Select Sector SPDR Fund 9.0 10 75 5.9 -0.1
FLLV Franklin Liberty U.S. Low Volatility ETF 9.0 29 56 6.2 +0.1
PKW Invesco Buyback Achievers ETF 9.0 64 21 8.4 +2.4
WFH Direxion Work From Home ETF 9.0 45 40 0.0 -6.1
AVDG AVDR US LargeCap ESG ETF 9.0 60 25 0.0 -6.1
GK AdvisorShares Gerber Kawasaki ETF 8.9 81 4 5.0 -1.1
SPMV Invesco S&P 500 Minimum Variance ETF 8.9 10 75 6.2 +0.1
DTEC ALPS Disruptive Technologies ETF 8.9 50 35 4.3 -1.8
PBS Invesco Dynamic Media ETF 8.8 63 22 24.6 +18.5
DGRO iShares Core Dividend Growth ETF 8.8 8 77 7.5 +1.4
DJIA Global X Dow 30 Covered Call ETF 8.7 60 25 7.2 +1.1
EDOW First Trust Dow 30 Equal Weight ETF 8.7 50 35 7.0 +1.0
DIA SPDR Dow Jones Industrial Average ETF Trust 8.7 16 69 6.5 +0.4
XT iShares Exponential Technologies ETF 8.7 46 39 4.2 -1.9
KOCG FIS Knights of Columbus Global Belief ETF 8.7 75 10 7.7 +1.6
HLAL Wahed FTSE USA Shariah ETF 8.7 50 35 5.9 -0.2
HLGE Hartford Longevity Economy ETF 8.7 44 41 8.0 +2.0
VFVA Vanguard U.S. Value Factor ETF 8.7 13 72 11.8 +5.7
DTD WisdomTree U.S.Total Dividend Fund 8.7 28 57 7.2 +1.1
ORFN Constrained Capital ESG Orphans ETF 8.6 75 10 5.7 -0.4
SKYY First Trust Cloud Computing ETF 8.6 60 25 3.9 -2.2
LEAD Siren DIVCON Leaders Dividend ETF 8.6 43 42 7.9 +1.8
FDVV Fidelity Core Dividend ETF 8.6 29 56 7.3 +1.2
VR Global X Metaverse ETF 8.6 50 35 8.6 +2.5
CBTG Cabot Growth ETF 8.5 75 10 0.0 -6.1
VCR Vanguard Consumer Discretionary Index Fund 8.5 10 75 5.5 -0.6
FDIS Fidelity MSCI Consumer Discretionary Index ETF 8.5 8 77 5.5 -0.6
IEDI iShares Evolved U.S. Discretionary Spending ETF 8.5 18 67 4.9 -1.2
XLY Consumer Discretionary Select Sector SPDR Fund 8.5 10 75 5.3 -0.8
AHOY Newday Ocean Health ETF 8.5 75 10 5.7 -0.4
ACWF iShares MSCI Global Multifactor ETF 8.4 35 50 9.4 +3.3
FENY Fidelity MSCI Energy Index ETF 8.4 8 77 5.6 -0.4
PFM Invesco Dividend Achievers ETF 8.4 53 32 6.2 +0.2
VIG Vanguard Dividend Appreciation Index Fund 8.4 6 79 6.4 +0.3
RXI iShares Global Consumer Discretionary ETF 8.3 40 45 6.2 +0.2
WWOW Direxion World Without Waste ETF 8.3 50 35 0.0 -6.1
JVAL JPMorgan U.S. Value Factor ETF 8.3 12 73 9.2 +3.1
LGLV SPDR Russell 1000 Low Volatility ETF 8.3 12 73 5.6 -0.4
JOET Virtus Terranova US Quality Momentum ETF 8.3 29 56 6.6 +0.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 8.3 18 67 6.2 +0.2
VDE Vanguard Energy Index Fund 8.3 10 75 5.6 -0.5
CFA VictoryShares US 500 Volatility Weighted Index ETF 8.2 35 50 6.9 +0.8
OALC OneAscent Large Cap Core ETF 8.2 76 9 6.5 +0.4
WTAI WisdomTree Artificial Intelligence and Innovation Fund 8.2 45 40 2.4 -3.7
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 8.2 56 29 7.1 +1.0
ROUS Hartford Multifactor US Equity ETF 8.1 19 66 7.9 +1.9
VNSE Natixis Vaughan Nelson Select ETF 8.1 80 5 3.9 -2.2
QDEF FlexShares Quality Dividend Defensive Index Fund 8.0 37 48 7.5 +1.4
ETHO Etho Climate Leadership U.S. ETF 8.0 47 38 4.6 -1.5
SXQG 6 Meridian Quality Growth ETF 8.0 100 -15 5.5 -0.6
FTXN First Trust Nasdaq Oil & Gas ETF 8.0 60 25 6.3 +0.2
USMV iShares Edge MSCI Min Vol USA ETF 7.9 15 70 6.0 -0.1
ZECP Zacks Earnings Consistent Portfolio ETF 7.9 55 30 6.2 +0.1
RAYD Rayliant Quantitative Developed Market Equity ETF 7.9 80 5 9.0 +2.9
TMFG Motley Fool Global Opportunities ETF 7.9 85 0 4.4 -1.6
ESGS Columbia Sustainable U.S. Equity Income ETF 7.9 35 50 7.6 +1.5
ISHP First Trust S-Network E-Commerce ETF 7.9 60 25 6.0 -0.1
MKEM Meakem Value and Inflation Screen 7.8 10 75 5.6 -0.4
AFLG First Trust Active Factor Large Cap ETF 7.8 55 30 7.2 +1.2
IBUY Amplify Online Retail ETF 7.8 65 20 -6.6 -12.7
IGE iShares North American Natural Resources ETF 7.7 40 45 5.5 -0.5
FBCV Fidelity Blue Chip Value ETF 7.7 59 26 7.0 +1.0
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 7.7 45 40 6.0 -0.1
KBWB Invesco KBW Bank ETF 7.7 35 50 10.9 +4.8
DFND Siren DIVCON Dividend Defender ETF 7.7 150 -65 6.8 +0.7
SPVM Invesco S&P 500 Value with Momentum ETF 7.7 39 46 8.8 +2.8
TWEB SoFi Web 3 ETF 7.6 59 26 -5.5 -11.6
QLV FlexShares US Quality Low Volatility Index Fund 7.6 22 63 5.9 -0.2
USVT US Value ETF 7.6 49 36 11.2 +5.2
JHMC John Hancock Multifactor Consumer Discretionary ETF 7.6 40 45 0.0 -6.1
LCG Sterling Capital Focus Equity ETF 7.5 59 26 5.3 -0.8
AIVL WisdomTree U.S. AI Enhanced Value Fund 7.5 38 47 6.9 +0.9
VFMF Vanguard U.S. Multifactor ETF 7.5 18 67 9.2 +3.1
VYM Vanguard High Dividend Yield Index ETF 7.5 6 79 7.8 +1.7
CCOR Core Alternative ETF 7.4 107 -22 5.2 -0.9
LIV Emles (a)Home ETF 7.3 49 36 0.0 -6.1
USMF WisdomTree U.S. Multifactor Fund 7.3 28 57 8.1 +2.0
QDYN FlexShares Quality Dividend Dynamic Index Fund 7.3 37 48 8.7 +2.6
OUSA ALPS O'Shares U.S. Quality Dividend ETF 7.2 48 37 7.1 +1.1
LYFE 2nd Vote Life Neutral Plus ETF 7.2 75 10 7.8 +1.8
IPAY ETFMG Prime Mobile Payments ETF 7.1 75 10 9.1 +3.0
ETPA Ecofin Digital Payments Infrastructure Fund 7.1 40 45 7.5 +1.5
IXC iShares Global Energy ETF 7.1 40 45 6.8 +0.8
FXN First Trust Energy AlphaDEX Fund 7.1 64 21 15.1 +9.0
MRAD SmartETFs Advertising & Marketing Technology ETF 7.0 68 17 4.5 -1.6
GDIV Harbor Dividend Growth Leaders ETF 7.0 50 35 6.6 +0.6
MBOX Freedom Day Dividend ETF 7.0 39 46 8.2 +2.1
FILL iShares MSCI Global Energy Producers ETF 7.0 39 46 7.7 +1.6
NANR SPDR S&P North American Natural Resources ETF 7.0 35 50 5.6 -0.5
VBB Valkyrie Balance Sheet Opportunities ETF 6.9 75 10 -2.7 -8.8
DEF Invesco Defensive Equity ETF 6.9 55 30 6.0 -0.1
QDF FlexShares Quality Dividend Index Fund 6.8 37 48 7.8 +1.8
PXE Invesco Dynamic Energy Exploration & Production ETF 6.8 63 22 8.8 +2.8
SSPX Janus Henderson U.S. Sustainable Equity ETF 6.7 55 30 4.5 -1.6
BBH VanEck Biotech ETF 6.6 35 50 6.0 -0.1
XOP SPDR S&P Oil & Gas Exploration & Production ETF 6.6 35 50 6.8 +0.7
IBBQ Invesco Nasdaq Biotechnology ETF 6.6 19 66 0.2 -5.9
CTRU ARK Transparency ETF 6.6 55 30 0.0 -6.1
IBB iShares NASDAQ Biotechnology ETF 6.5 44 41 -0.2 -6.3
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 6.5 60 25 5.5 -0.6
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF 6.5 58 27 4.2 -1.9
FDMO Fidelity Momentum Factor ETF 6.5 29 56 5.7 -0.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 6.5 29 56 5.9 -0.2
PY Principal Shareholder Yield Index ETF 6.4 15 70 7.4 +1.4
SDEP SFP Core Equity Strategy 6.4 0 85 7.2 +1.1
DSTL Distillate US Fundamental Stability & Value ETF 6.3 39 46 7.7 +1.6
EBIZ Global X E-Commerce ETF 6.3 50 35 1.6 -4.4
HELX Franklin Genomic Advancements ETF 6.3 50 35 0.9 -5.2
JHMT John Hancock Multifactor Technology ETF 6.3 40 45 0.0 -6.1
RFDA RiverFront Dynamic US Dividend Advantage ETF 6.3 52 33 7.7 +1.7
IOO iShares Global 100 ETF 6.3 40 45 6.7 +0.6
RNDV US Equity Dividend Select ETF 6.2 50 35 9.1 +3.0
STLV iShares Factors US Value Style ETF 6.2 25 60 9.5 +3.5
LSAF LeaderShares AlphaFactor US Core Equity ETF 6.2 75 10 9.2 +3.1
PXI Invesco DWA Energy Momentum ETF 6.2 60 25 6.9 +0.9
IGV iShares Expanded Tech-Software ETF 6.2 40 45 4.3 -1.7
RCD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 6.2 40 45 4.2 -1.9
GVLU Gotham 1000 Value ETF 6.2 50 35 10.1 +4.1
GENY Principal Millennials Index ETF 6.1 45 40 5.0 -1.0
UVDV UVA Dividend Value ETF 6.1 80 5 7.3 +1.2
MAGA Point Bridge GOP Stock Tracker ETF 6.1 72 13 6.1 +0.1
FBT First Trust NYSE Arca Biotechnology Index Fund 6.1 55 30 1.3 -4.8
BNGE First Trust S-Network Streaming and Gaming ETF 6.1 70 15 0.8 -5.2
KONG Formidable Fortress ETF 6.1 89 -4 5.9 -0.2
SATO Invesco Alerian Galaxy Crypto Economy ETF 6.0 60 25 -31.8 -37.8
BKUS BNY Mellon Sustainable US Equity ETF 6.0 60 25 5.5 -0.6
NETZ Engine No 1 Transform Climate ETF 5.9 75 10 6.3 +0.2
PUNK Subversive Metaverse ETF 5.9 75 10 2.6 -3.5
BTHM BlackRock Future U.S. Themes ETF 5.9 60 25 6.3 +0.3
XDAT Franklin Exponential Data ETF 5.9 50 35 4.0 -2.1
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.8 46 39 7.1 +1.1
FAB First Trust Multi Cap Value AlphaDEX Fund 5.8 69 16 10.9 +4.9
ABEQ Absolute Core Strategy ETF 5.8 85 0 4.5 -1.5
FXH First Trust Health Care AlphaDEX Fund 5.7 61 24 7.4 +1.4
ONEO SPDR Russell 1000 Momentum Focus ETF 5.7 20 65 8.4 +2.3
HTEC ROBO Global Healthcare Technology & Innovation ETF 5.7 68 17 0.8 -5.2
IMCG iShares Morningstar Mid-Cap Growth ETF 5.7 6 79 4.7 -1.3
LVOL American Century Low Volatility ETF 5.7 29 56 5.6 -0.5
QDIV Global X S&P 500 Quality Dividend ETF 5.7 20 65 8.8 +2.8
EQAL Invesco Russell 1000 Equal Weight ETF 5.7 20 65 6.5 +0.4
PDP Invesco DWA Momentum ETF 5.6 62 23 4.8 -1.2
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 5.6 17 68 7.9 +1.9
AIEQ AI Powered Equity ETF 5.6 75 10 -1.8 -7.9
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 5.6 20 65 7.8 +1.7
CARZ First Trust NASDAQ Global Auto Index Fund 5.5 70 15 6.0 -0.1
DRIV Global X Autonomous & Electric Vehicles ETF 5.5 68 17 4.8 -1.3
VFMO Vanguard U.S. Momentum Factor ETF 5.5 13 72 2.9 -3.2
PINK Simplify Health Care ETF 5.5 50 35 4.7 -1.4
IYH iShares U.S. Healthcare ETF 5.5 39 46 7.1 +1.1
KIE SPDR S&P Insurance ETF 5.5 35 50 7.6 +1.5
MTUM iShares MSCI USA Momentum Factor ETF 5.5 15 70 6.2 +0.1
LRNZ TrueMark Technology, AI & Deep Learning ETF 5.5 68 17 -0.7 -6.7
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 5.4 29 56 7.8 +1.8
ROBO Robo Global Robotics & Automation Index ETF 5.4 95 -10 3.4 -2.7
TPLC Timothy Plan US Large Cap Core ETF 5.3 52 33 6.3 +0.3
BFOR Barron's 400 ETF 5.3 65 20 8.7 +2.6
RPV Invesco S&P 500 Pure Value ETF 5.2 35 50 9.9 +3.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 5.2 63 22 3.5 -2.6
DVLU First Trust Dorsey Wright Momentum & Value ETF 5.2 60 25 9.2 +3.1
XSW SPDR S&P Software & Services ETF 5.2 35 50 3.7 -2.3
WDNA WisdomTree BioRevolution Fund 5.2 45 40 -3.8 -9.9
VHT Vanguard Health Care Index Fund 5.1 10 75 6.4 +0.4
FHLC Fidelity MSCI Health Care Index ETF 5.1 8 77 6.3 +0.3
ONEV SPDR Russell 1000 Low Volatility Focus ETF 5.1 20 65 7.9 +1.8
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 5.1 35 50 7.7 +1.7
RYH Invesco S&P 500 Equal Weight Health Care ETF 5.1 40 45 8.3 +2.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 5.1 18 67 8.1 +2.1
BAD B.A.D. ETF 5.1 75 10 3.0 -3.1
VAMO Cambria Value & Momentum ETF 5.0 64 21 9.5 +3.5
ZIG The Acquirers Fund 5.0 89 -4 17.1 +11.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 5.0 25 60 7.2 +1.1
TMFX Motley Fool Next Index ETF 5.0 50 35 3.8 -2.3
UAV AdvisorShares Drone Technology ETF 5.0 99 -14 4.7 -1.3
VALQ American Century STOXX U.S. Quality Value ETF 5.0 29 56 10.0 +4.0
TDIV First Trust NASDAQ Technology Dividend Index Fund 5.0 50 35 8.1 +2.1
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 4.9 15 70 7.5 +1.5
SPRX Spear Alpha ETF 4.9 75 10 2.1 -4.0
OND ProShares On-Demand ETF 4.9 58 27 -5.8 -11.8
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 4.9 63 22 4.3 -1.7
XITK SPDR FactSet Innovative Technology ETF 4.8 45 40 -3.3 -9.4
HAPY Harbor Corporate Culture Leaders ETF 4.8 36 49 2.8 -3.2
SPMO Invesco S&P 500 Momentum ETF 4.8 13 72 6.1 0.0
JHMH John Hancock Multifactor Healthcare ETF 4.8 40 45 0.0 -6.1
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 4.7 65 20 3.2 -2.9
BLOK Amplify Transformational Data Sharing ETF 4.7 71 14 2.0 -4.1
JRNY ALPS Global Travel Beneficiaries ETF 4.7 65 20 0.9 -5.2
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 4.7 35 50 7.6 +1.5
QVAL Alpha Architect U.S. Quantitative Value ETF 4.6 49 36 12.5 +6.4
FXL First Trust Technology AlphaDEX Fund 4.6 61 24 8.2 +2.1
KOMP SPDR Kensho New Economies Composite ETF 4.6 20 65 0.7 -5.3
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.6 15 70 6.4 +0.3
FTCS First Trust Capital Strength ETF 4.6 55 30 6.4 +0.3
BITQ Bitwise Crypto Industry Innovators ETF 4.6 85 0 -4.1 -10.2
SAMT Strategas Macro Thematic Opportunities ETF 4.6 65 20 3.7 -2.4
PFI Invesco DWA Financial Momentum ETF 4.6 60 25 6.7 +0.7
JSTC Adasina Social Justice All Cap Global ETF 4.6 89 -4 6.4 +0.3
RYJ Invesco Raymond James SB-1 Equity ETF 4.5 81 4 3.7 -2.4
SCHD Schwab U.S. Dividend Equity ETF 4.5 6 79 8.7 +2.6
ACWV iShares MSCI Global Min Vol Factor ETF 4.5 20 65 6.9 +0.8
QMOM Alpha Architect U.S. Quantitative Momentum ETF 4.5 49 36 7.1 +1.0
CWS AdvisorShares Focused Equity ETF 4.4 66 19 5.5 -0.6
VOT Vanguard Mid-Cap Growth Index Fund 4.4 7 78 4.6 -1.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 4.4 35 50 9.5 +3.5
IMCB iShares Morningstar Mid-Cap ETF 4.4 4 81 6.4 +0.4
IWFH iShares Virtual Work and Life Multisector ETF 4.4 47 38 -1.3 -7.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 4.4 4 81 6.4 +0.4
IDRV iShares Self-driving EV & Tech ETF 4.3 47 38 7.7 +1.6
VFMV Vanguard U.S. Minimum Volatility ETF 4.3 13 72 6.6 +0.5
BYOB SoFi Be Your Own Boss ETF 4.3 59 26 -5.8 -11.9
BIBL Inspire ETF 4.3 35 50 5.4 -0.7
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 4.3 35 50 6.9 +0.8
FLV American Century Focused Large Cap Value ETF 4.3 42 43 7.1 +1.0
XLV Health Care Select Sector SPDR Fund 4.3 10 75 8.1 +2.0
VO Vanguard Mid-Cap Index Fund 4.3 4 81 6.3 +0.3
AUSF Global X Adaptive U.S. Factor ETF 4.2 27 58 6.5 +0.4
NUMG Nuveen ESG Mid-Cap Growth ETF 4.2 30 55 2.2 -3.8
FMET Fidelity Metaverse ETF 4.2 39 46 6.4 +0.3
ONLN ProShares Online Retail ETF 4.1 58 27 -6.0 -12.1
DHS WisdomTree U.S. High Dividend Fund 4.1 38 47 8.2 +2.1
ICAP InfraCap Equity Income Fund ETF 4.1 80 5 9.5 +3.4
ARKQ Ark Autonomous Tech. & Robotics ETF 4.1 75 10 1.7 -4.4
IQM Franklin Intelligent Machines ETF 4.1 50 35 3.8 -2.3
XLI Industrial Select Sector SPDR Fund 4.1 10 75 5.8 -0.2
FOVL iShares Focused Value Factor ETF 4.1 25 60 11.2 +5.1
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 4.0 30 55 8.1 +2.0
BBP BioShares Biotechnology Products Fund 4.0 79 6 -2.4 -8.4
QTUM Defiance Quantum ETF 4.0 40 45 4.9 -1.2
IWP iShares Russell Mid-Cap Growth ETF 4.0 23 62 4.7 -1.4
YPS Arrow Reverse Cap 500 ETF 4.0 29 56 6.5 +0.4
SAGP Strategas Global Policy Opportunities ETF 4.0 65 20 7.5 +1.4
PRNT The 3D Printing ETF 4.0 66 19 -4.5 -10.6
FIDU Fidelity MSCI Industrials Index ETF 4.0 8 77 5.8 -0.3
IAI iShares U.S. Broker-Dealers ETF 4.0 39 46 8.9 +2.9
VIS Vanguard Industrials Index Fund 4.0 10 75 5.4 -0.6
FLDZ RiverNorth Volition America Patriot ETF 4.0 70 15 5.4 -0.6
SPYD SPDR S&P 500 High Dividend ETF 3.9 7 78 10.8 +4.7
JHMI John Hancock Multifactor Industrials ETF 3.9 40 45 0.0 -6.1
PBE Invesco Dynamic Biotechnology & Genome ETF 3.9 59 26 1.5 -4.6
CVY Invesco Zacks Multi-Asset Income ETF 3.9 100 -15 10.3 +4.2
RHS Invesco S&P 500 Equal Weight Consumer Staples ETF 3.9 40 45 5.9 -0.1
DIVO Amplify YieldShares CWP Dividend & Option Income ETF 3.8 55 30 6.4 +0.4
CNCR Loncar Cancer Immunotherapy ETF 3.8 79 6 -4.2 -10.3
FTXO First Trust Nasdaq Bank ETF 3.8 60 25 10.4 +4.4
JMIN JPMorgan U.S. Minimum Volatility ETF 3.8 12 73 0.0 -6.1
WKLY SoFi Weekly Dividend ETF 3.8 49 36 8.3 +2.3
DEW WisdomTree Global High Dividend Fund 3.8 58 27 9.8 +3.8
EXI iShares Global Industrials ETF 3.8 40 45 6.1 +0.0
FDL First Trust Morningstar Dividend Leaders Index Fund 3.8 45 40 9.4 +3.3
IYK iShares U.S. Consumer Goods ETF 3.8 39 46 5.7 -0.4
RTH VanEck Retail ETF 3.7 35 50 6.0 -0.1
FIVG Defiance Next Gen Connectivity ETF 3.7 30 55 6.8 +0.7
APXH Apex Healthcare ETF 3.7 90 -5 8.7 +2.6
VFLQ Vanguard U.S. Liquidity Factor ETF 3.7 13 72 0.0 -6.1
WCLD WisdomTree Cloud Computing Fund 3.7 45 40 -2.9 -9.0
RGI Invesco S&P 500 Equal Weight Industrials ETF 3.7 40 45 4.7 -1.4
BOUT Innovator IBD Breakout Opportunities ETF 3.7 80 5 5.2 -0.8
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 3.7 30 55 9.2 +3.1
FSTA Fidelity MSCI Consumer Staples Index ETF 3.6 8 77 5.4 -0.6
VDC Vanguard Consumer Staples Index Fund 3.6 10 75 5.5 -0.6
XLP Consumer Staples Select Sector SPDR Fund 3.6 10 75 5.4 -0.7
DJD Invesco Dow Jones Industrial Average Dividend ETF 3.6 7 78 9.7 +3.6
IWR iShares Russell Midcap ETF 3.6 18 67 6.1 -0.0
HAP VanEck Natural Resources ETF 3.6 49 36 7.6 +1.5
KVLE KFA Value Liner Dynamic Core Equity Index ETF 3.5 55 30 6.5 +0.5
JETS US Global Jets ETF 3.5 60 25 -4.6 -10.6
SDGA Impact Shares Sustainable Development Goals Global ETF 3.5 75 10 7.2 +1.1
JHMS John Hancock Multifactor Consumer Staples ETF 3.5 40 45 0.0 -6.1
DBLV AdvisorShares DoubleLine Value Equity ETF 3.4 91 -6 11.0 +4.9
GBDV Global Beta Smart Income ETF 3.4 29 56 0.0 -6.1
IXJ iShares Global Healthcare ETF 3.4 40 45 7.4 +1.3
SPDV AAM S&P 500 High Dividend Value ETF 3.4 29 56 11.2 +5.2
BLES Inspire Global Hope Large Cap ETF 3.4 49 36 6.6 +0.5
PJP Invesco Dynamic Pharmaceuticals ETF 3.4 58 27 10.7 +4.7
AGNG Global X Aging Population ETF 3.4 50 35 4.1 -2.0
IDNA iShares Genomics Immunology & Healthcare ETF 3.4 47 38 -4.3 -10.3
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ET 3.4 85 0 1.3 -4.8
XWEB SPDR S&P Internet ETF 3.3 35 50 -4.5 -10.6
FINX Global X FinTech Thematic ETF 3.3 68 17 5.4 -0.6
EKAR Innovation Shares NextGen Vehicles & Technology ETF 3.3 65 20 6.2 +0.2
VOE Vanguard Mid-Cap Value Index Fund 3.3 7 78 8.0 +1.9
HAIL SPDR S&P Kensho Smart Mobility ETF 3.3 45 40 -1.6 -7.7
GAMR ETFMG Video Game Tech ETF 3.3 75 10 8.5 +2.5
IWS iShares Russell Mid-Cap Value ETF 3.3 23 62 7.0 +0.9
NULV Nuveen ESG Large-Cap Value ETF 3.3 25 60 7.8 +1.7
ARKG ARK Genomic Revolution ETF 3.2 75 10 -4.3 -10.4
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 3.2 46 39 7.6 +1.6
GNOM Global X Genomics & Biotechnology ETF 3.2 50 35 -4.5 -10.6
DURA VanEck Morningstar Durable Dividend ETF 3.2 29 56 8.3 +2.2
GBGR Global Beta Momentum-Growth ETF 3.2 29 56 0.0 -6.1
FVD First Trust Value Line Dividend Index Fund 3.2 67 18 6.2 +0.2
IHF iShares U.S. Healthcare Providers ETF 3.2 39 46 5.8 -0.3
ARKX ARK Space Exploration & Innovation ETF 3.1 75 10 2.2 -3.8
VUSE Vident Core US Equity Fund 3.1 50 35 10.3 +4.3
FFND Future Fund Active ETF 3.1 101 -16 2.5 -3.6
NVQ QRAFT AI-Enhanced US Next Value ETF 3.1 75 10 10.4 +4.4
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 3.1 61 24 7.9 +1.9
VXF Vanguard Extended Market Index Fund 3.1 6 79 3.7 -2.4
GDOC Goldman Sachs Future Health Care Equity ETF 3.0 75 10 1.7 -4.4
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 3.0 75 10 6.5 +0.5
XBI SPDR S&P BIOTECH ETF 3.0 35 50 0.0 -6.1
JHMM John Hancock Multifactor Mid Cap ETF 3.0 41 44 7.3 +1.2
FXD First Trust Consumer Discretionary AlphaDEX Fund 3.0 61 24 8.3 +2.3
ARKF ARK Fintech Innovation ETF 2.9 75 10 -1.4 -7.4
UFO Procure Space ETF 2.9 75 10 2.3 -3.7
GCOW Pacer Global High Dividend ETF 2.9 60 25 12.6 +6.6
PPA Invesco Aerospace & Defense ETF 2.9 61 24 4.5 -1.6
KXI iShares Global Consumer Staples ETF 2.8 40 45 5.3 -0.8
FDIG Fidelity Crypto Industry and Digital Payments ETF 2.8 39 46 2.4 -3.7
IVDG Invesco Focused Discovery Growth ETF 2.8 59 26 4.2 -1.9
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 2.8 47 38 6.2 +0.2
XDNA Strategic CRISPR & Gene Editing Technology ETF 2.8 78 7 -2.8 -8.8
KBE SPDR S&P Bank ETF 2.8 35 50 10.2 +4.2
BKCH Global X Blockchain ETF 2.8 50 35 0.0 -6.1
IBLC iShares Blockchain and Tech ETF 2.8 47 38 -2.6 -8.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.8 52 33 5.8 -0.2
SDG iShares Sustainable MSCI Global Impact ETF 2.7 49 36 8.9 +2.8
BIDS Amplify Digital & Online Trading ETF 2.6 59 26 8.1 +2.0
INFL Horizon Kinetics Inflation Beneficiaries ETF 2.6 85 0 4.8 -1.3
FFTY Innovator IBD 50 ETF 2.6 80 5 5.6 -0.4
SOXQ Invesco PHLX Semiconductor ETF 2.6 19 66 8.1 +2.0
SOXX iShares PHLX Semiconductor ETF 2.6 40 45 8.0 +2.0
SMH VanEck Semiconductor ETF 2.6 35 50 7.8 +1.7
PSI Invesco Dynamic Semiconductors ETF 2.6 56 29 7.3 +1.2
XSD SPDR S&P Semiconductor ETF 2.6 35 50 7.1 +1.1
GRES IQ Global Resources ETF 2.6 30 55 8.0 +1.9
IMCV iShares Morningstar Mid-Cap Value ETF 2.5 6 79 8.1 +2.0
QQQN VictoryShares Nasdaq Next 50 ETF 2.5 18 67 6.5 +0.4
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.5 15 70 4.3 -1.8
WBAT WisdomTree Battery Value Chain and Innovation Fund 2.5 45 40 1.1 -5.0
BMED BlackRock Future Health ETF 2.5 85 0 2.0 -4.1
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 2.5 65 20 -0.3 -6.3
ARKK ARK Innovation ETF 2.5 75 10 -7.0 -13.1
MTVR Fount Metaverse ETF 2.4 70 15 7.2 +1.1
SOCL Global X Social Media ETF 2.4 65 20 0.5 -5.6
FTXL First Trust Nasdaq Semiconductor ETF 2.4 60 25 9.3 +3.3
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 2.4 80 5 7.4 +1.4
VNMC Natixis Vaughan Nelson Mid Cap ETF 2.4 85 0 6.7 +0.6
ARKW ARK Web x.0 ETF 2.4 83 2 -4.5 -10.6
GERM ETFMG Treatments Testing and Advancements ETF 2.4 68 17 -7.7 -13.8
IYZ iShares U.S. Telecommunications ETF 2.4 39 46 10.1 +4.1
BYTE Roundhill IO Digital Infrastructure ETF 2.4 76 9 4.7 -1.4
BTEC Principal Healthcare Innovators Index ETF 2.4 42 43 -0.9 -6.9
XHS SPDR S&P Health Care Services ETF 2.4 35 50 1.4 -4.7
AMER Emles Made in America ETF 2.3 49 36 0.0 -6.1
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.3 20 65 5.4 -0.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 2.3 35 50 9.5 +3.5
MRND IQ U.S. Mid Cap R&D Leaders ETF 2.3 16 69 2.2 -3.8
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 2.3 75 10 7.6 +1.5
TEMP JPMorgan Climate Change Solutions ETF 2.3 49 36 4.5 -1.6
PID Invesco International Dividend Achievers ETF 2.3 56 29 8.6 +2.5
PRN Invesco DWA Industrials Momentum ETF 2.3 60 25 5.3 -0.7
CLNR IQ Cleaner Transport ETF 2.3 45 40 7.3 +1.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.3 24 61 8.3 +2.2
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 2.2 69 16 7.3 +1.3
GBLO Global Beta Low Beta ETF 2.2 29 56 0.0 -6.1
GNR SPDR S&P Global Natural Resources ETF 2.2 40 45 8.6 +2.5
WLDR Affinity World Leaders Equity ETF 2.2 67 18 9.4 +3.3
SCHM Schwab U.S. Mid-Cap ETF 2.2 4 81 6.1 +0.0
FTXR First Trust Nasdaq Transportation ETF 2.2 60 25 6.3 +0.3
LOUP Innovator Loup Frontier Tech ETF 2.1 70 15 7.3 +1.2
MOTO SmartETFs Smart Transportation & Technology ETF 2.1 68 17 7.6 +1.6
BOTZ Global X Robotics & Artificial Intelligence ETF 2.1 68 17 2.6 -3.4
FDRV Fidelity Electric Vehicles and Future Transportation ETF 2.1 39 46 -1.2 -7.2
IAK iShares U.S. Insurance ETF 2.1 39 46 7.1 +1.0
KBWP Invesco KBW Property & Casualty Insurance ETF 2.1 35 50 5.8 -0.2
FXG First Trust Consumer Staples AlphaDEX Fund 2.0 64 21 6.6 +0.5
PSL Invesco DWA Consumer Staples Momentum ETF 2.0 60 25 4.5 -1.6
KLCD KFA Large Cap Quality Dividend Index ETF 2.0 40 45 6.4 +0.4
NXTG First Trust Indxx NextG ETF 2.0 70 15 7.1 +1.1
PSP Invesco Global Listed Private Equity ETF 2.0 144 -59 10.8 +4.7
FPX First Trust US IPO Index Fund 2.0 57 28 1.7 -4.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 2.0 39 46 11.4 +5.3
LVHD Legg Mason Low Volatility High Dividend ETF 2.0 27 58 7.8 +1.8
JFWD Jacob Forward ETF 1.9 75 10 -13.2 -19.3
JDIV JPMorgan U.S. Dividend ETF 1.9 12 73 0.0 -6.1
NIFE Direxion Fallen Knives ETF 1.8 50 35 0.0 -6.1
DIVZ TrueShares Low Volatility Equity Income ETF 1.8 65 20 10.2 +4.1
SDOG ALPS Sector Dividend Dogs ETF 1.8 40 45 9.7 +3.6
DVY iShares Select Dividend ETF 1.8 39 46 9.0 +2.9
PEY Invesco High Yield Equity Dividend Achievers ETF 1.8 53 32 8.5 +2.4
DIV Global X SuperDividend US ETF 1.8 45 40 6.6 +0.5
TOKE Cambria Cannabis ETF 1.8 42 43 -10.3 -16.3
AWAY ETFMG Travel Tech ETF 1.8 75 10 -5.5 -11.5
DWEQ AdvisorShares Dorsey Wright Alpha Equal Weight ETF 1.8 96 -11 4.8 -1.3
SYLD Cambria Shareholder Yield ETF 1.8 59 26 11.1 +5.0
RFV Invesco S&P Midcap 400 Pure Value ETF 1.8 35 50 10.1 +4.0
DON WisdomTree U.S. MidCap Dividend Fund 1.7 38 47 8.5 +2.4
ITA iShares U.S. Aerospace & Defense ETF 1.7 39 46 5.0 -1.1
XAR SPDR S&P Aerospace & Defense ETF 1.7 35 50 3.0 -3.0
ROKT SPDR S&P Kensho Final Frontiers ETF 1.7 45 40 2.6 -3.4
KLDW Gavekal Knowledge Leaders Developed World ETF 1.7 75 10 5.0 -1.1
ESPO VanEck Video Gaming & eSports ETF 1.7 55 30 8.4 +2.4
ODDS Pacer BlueStar Digital Entertainment ETF 1.7 60 25 6.6 +0.5
VPN Global X Data Center REITs & Digital Infrastructure ETF 1.7 50 35 6.2 +0.2
TRFK Pacer Data and Digital Revolution ETF 1.7 60 25 6.2 +0.1
RIGZ Viridi Cleaner Energy Crypto-Mining & Semiconductor ETF 1.7 90 -5 -92.0 -98.1
WGMI Valkyrie Bitcoin Miners ETF 1.7 75 10 -106.5 -112.6
MJ ETFMG Alternative Harvest ETF 1.7 75 10 -12.6 -18.7
FDHT Fidelity Digital Health ETF 1.7 39 46 0.2 -5.9
FITE SPDR Kensho Future Security ETF 1.7 45 40 3.8 -2.3
MAKX ProShares S&P Kensho Smart Factories ETF 1.6 58 27 3.9 -2.2
BULD Pacer BlueStar Engineering the Future ETF 1.6 60 25 -0.7 -6.8
PPH VanEck Pharmaceutical ETF 1.6 35 50 12.6 +6.6
CZA Invesco Zacks Mid-Cap ETF 1.6 69 16 6.4 +0.4
FCLD Fidelity Cloud Computing ETF 1.6 39 46 5.2 -0.9
FEMA Procure Disaster Recovery Strategy ETF 1.6 75 10 5.3 -0.7
HOMZ Hoya Capital Housing ETF 1.6 30 55 10.3 +4.3
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 1.5 45 40 3.7 -2.4
CNRG SPDR S&P Kensho Clean Power ETF 1.5 45 40 0.7 -5.4
DINT Davis Select International ETF 1.5 64 21 6.9 +0.9
EDOC Global X Telemedicine & Digital Health ETF 1.5 68 17 -7.3 -13.4
BNE Blue Horizon BNE ETF 1.5 87 -2 3.7 -2.3
VICE AdvisorShares Vice ETF 1.5 99 -14 5.0 -1.1
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.5 70 15 5.3 -0.8
MSGR Direxion mRNA ETF 1.4 65 20 -2.4 -8.4
TYNE Direxion Nanotechnology ETF 1.4 65 20 -60.2 -66.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.4 25 60 5.8 -0.2
AVDE Avantis International Equity ETF 1.4 23 62 8.5 +2.5
EZM WisdomTree U.S. MidCap Earnings Fund 1.4 38 47 10.1 +4.0
RWK Invesco S&P MidCap 400 Revenue ETF 1.4 39 46 9.6 +3.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.3 15 70 8.1 +2.0
IJJ iShares S&P Mid-Cap 400 Value ETF 1.3 18 67 8.0 +1.9
FNK First Trust Mid Cap Value AlphaDEX Fund 1.3 70 15 12.2 +6.2
MDYV SPDR S&P 400 Mid Cap Value ETF 1.3 15 70 8.0 +2.0
HART IQ Healthy Hearts ETF 1.3 45 40 5.8 -0.3
SFYX Sofi Next 500 ETF 1.3 0 85 6.0 -0.1
BCDF Horizon Kinetics Blockchain Development ETF 1.3 85 0 1.2 -4.9
TPHD Timothy Plan High Dividend Stock ETF 1.3 52 33 6.7 +0.6
SDY SPDR S&P Dividend ETF 1.3 35 50 6.6 +0.6
FTXG First Trust Nasdaq Food & Beverage ETF 1.3 60 25 5.8 -0.3
VNQ Vanguard REIT Index Fund 1.3 12 73 6.5 +0.5
EWRE Invesco S&P 500 Equal Weight Real Estate ETF 1.3 40 45 6.5 +0.4
IYR iShares U.S. Real Estate ETF 1.3 39 46 6.3 +0.3
XLRE The Real Estate Select Sector SPDR Fund 1.3 10 75 6.1 +0.0
FREL Fidelity MSCI Real Estate Index ETF 1.3 84 1 5.7 -0.3
FPRO Fidelity Real Estate Investment ETF 1.3 59 26 5.5 -0.6
IUSS Invesco Strategic US Small Company ETF 1.3 23 62 6.6 +0.5
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.3 57 28 13.5 +7.4
VBR Vanguard Small Cap Value Index Fund 1.3 7 78 8.2 +2.1
ONEY SPDR Russell 1000 Yield Focus ETF 1.2 20 65 10.0 +3.9
AVIV Avantis International Large Cap Value ETF 1.2 25 60 10.3 +4.3
OCEN IQ Clean Oceans ETF 1.2 45 40 6.9 +0.9
DIVS SmartETFs Dividend Builder ETF 1.2 65 20 5.6 -0.5
PTF Invesco DWA Technology Momentum ETF 1.2 60 25 3.6 -2.5
NUMV Nuveen ESG Mid-Cap Value ETF 1.2 30 55 8.4 +2.4
PEJ Invesco Dynamic Leisure & Entertainment ETF 1.2 55 30 4.7 -1.3
NUDV Nuveen ESG Dividend ETF 1.2 25 60 7.4 +1.4
PZLD Puzzle Divdend Leaders 1.2 10 75 6.8 +0.7
FAN First Trust Global Wind Energy ETF 1.1 62 23 4.8 -1.3
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.1 15 70 8.1 +2.0
GLIF AGFiQ Global Infrastructure ETF 1.1 45 40 5.4 -0.7
SMDY Syntax Stratified MidCap ETF 1.1 35 50 7.2 +1.1
EATZ AdvisorShares Restaurant ETF 1.1 99 -14 2.4 -3.6
XJH iShares ESG Screened S&P Mid-Cap ETF 1.1 12 73 7.5 +1.4
DFIV Dimensional International Value ETF 1.1 30 55 10.1 +4.0
DFIC Dimensional International Core Equity 2 ETF 1.1 23 62 7.5 +1.4
RBLD First Trust Alerian US NextGen Infrastructure ETF 1.1 65 20 5.2 -0.9
GFOF Grayscale Future of Finance ETF 1.1 70 15 -2.6 -8.6
SMMD iShares Russell 2500 ETF 1.0 15 70 5.8 -0.2
MDY SPDR S&P Midcap 400 ETF Trust 1.0 22 63 7.3 +1.2
IJH iShares Core S&P Mid-Cap ETF 1.0 5 80 7.5 +1.4
FNDA Schwab Fundamental U.S. Small Co. Index ETF 1.0 25 60 6.4 +0.4
SPMD SPDR Portfolio Mid Cap ETF 1.0 5 80 7.5 +1.4
IVOO Vanguard S&P Mid-Cap 400 ETF 1.0 10 75 7.5 +1.5
FSMD Fidelity Small-Mid Factor ETF 1.0 29 56 8.2 +2.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.0 15 70 7.5 +1.5
VSDA VictoryShares Dividend Accelerator ETF 1.0 35 50 6.5 +0.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.9 7 78 5.7 -0.3
GXC SPDR S&P China ETF 0.9 59 26 10.2 +4.2
AVEM Avantis Emerging Markets Equity ETF 0.9 33 52 9.9 +3.8
JHEM John Hancock Multifactor Emerging Markets ETF 0.9 49 36 9.1 +3.0
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 0.9 18 67 8.3 +2.2
BICK First Trust BICK Index Fund 0.9 64 21 6.7 +0.7
ECON Columbia Emerging Markets Consumer ETF 0.9 49 36 4.0 -2.1
FNI First Trust Chindia ETF 0.9 59 26 0.2 -5.8
EWMC Invesco S&P MidCap 400 Equal Weight ETF 0.9 40 45 7.3 +1.2
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 0.9 75 10 6.1 +0.0
XRT SPDR S&P Retail ETF 0.9 35 50 5.3 -0.7
ADIV SmartETFs Asia Pacific Dividend Builder ETF 0.9 78 7 10.7 +4.6
IDAT iShares Cloud 5G and Tech ETF 0.9 47 38 6.2 +0.1
PXQ Invesco Dynamic Networking ETF 0.9 63 22 5.6 -0.4
SNSR Global X Internet of Things Thematic ETF 0.9 68 17 4.5 -1.5
VB Vanguard Small-Cap ETF 0.9 5 80 5.6 -0.5
FNX First Trust Mid Cap Core AlphaDEX Fund 0.9 59 26 8.1 +2.1
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.9 64 21 7.7 +1.6
DFAI Dimensional International Core Equity Market ETF 0.8 18 67 7.0 +1.0
GMF SPDR S&P Emerging Asia Pacific ETF 0.8 49 36 7.4 +1.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.8 60 25 10.2 +4.2
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.8 80 5 6.5 +0.4
SIXL 6 Meridian Low Beta Equity Strategy ETF 0.8 82 3 6.1 +0.1
BTEK BlackRock Future Tech ETF 0.8 88 -3 0.8 -5.3
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.8 75 10 4.2 -1.8
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.7 31 54 9.0 +2.9
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.7 52 33 6.7 +0.7
AFMC First Trust Active Factor Mid Cap ETF 0.7 65 20 9.0 +2.9
SPEM SPDR Portfolio Emerging Markets ETF 0.7 11 74 8.1 +2.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.7 39 46 4.8 -1.3
CGXU Capital Group International Focus Equity ETF 0.7 54 31 4.5 -1.6
XMHQ Invesco S&P MidCap Quality ETF 0.7 25 60 8.2 +2.1
OUSM ALPS O'Shares Russell Small Cap Quality Dividend ETF 0.7 48 37 7.7 +1.7
XMLV Invesco S&P MidCap Low Volatility ETF 0.7 25 60 6.6 +0.5
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 0.7 41 44 6.3 +0.2
FDEM Fidelity Emerging Markets Multifactor ETF 0.6 45 40 13.4 +7.4
FTAG First Trust Indxx Global Agriculture ETF 0.6 70 15 7.8 +1.8
PAVE Global X U.S. Infrastructure Development ETF 0.6 47 38 7.1 +1.0
IVEG iShares Emergent Food and AgTech Multisector ETF 0.6 47 38 7.0 +1.0
JZRO Janus Henderson Net Zero Transition Resources ETF 0.6 60 25 7.0 +1.0
MOO VanEck Agribusiness ETF 0.6 52 33 6.9 +0.8
VEGI iShares MSCI Global Agriculture Producers ETF 0.6 39 46 6.4 +0.3
BECO BlackRock Future Climate and Sustainable Economy ETF 0.6 70 15 5.1 -1.0
YUMY VanEck Future of Food ETF 0.6 69 16 3.7 -2.3
KROP Global X AgTech & Food Innovation ETF 0.6 50 35 -0.3 -6.3
JSML Janus Henderson Small Cap Growth Alpha ETF 0.6 30 55 10.2 +4.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.6 30 55 9.0 +3.0
BFTR Future Innovators ETF 0.6 80 5 2.0 -4.1
IPO Renaissance IPO ETF 0.6 60 25 -24.4 -30.4
DFAE Dimensional Emerging Core Equity Market ETF 0.6 35 50 8.9 +2.8
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.6 15 70 6.9 +0.9
IJK iShares S&P Mid-Cap 400 Growth ETF 0.6 17 68 6.9 +0.8
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.6 30 55 8.6 +2.5
SEA U.S. Global Sea to Sky Cargo ETF 0.6 60 25 27.6 +21.6
SUPL ProShares Supply Chain Logistics ETF 0.6 58 27 15.9 +9.9
SHPP Pacer Industrials and Logistics ETF 0.6 60 25 10.2 +4.1
NOBL ProShares S&P 500 Dividend Aristocrats ETF 0.6 35 50 6.3 +0.2
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 0.6 75 10 5.8 -0.3
IYT iShares Transportation Average ETF 0.6 39 46 3.0 -3.1
XTN SPDR S&P Transportation ETF 0.6 35 50 1.1 -5.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.6 15 70 7.0 +0.9
RNMC Mid Cap US Equity Select ETF 0.6 60 25 8.7 +2.7
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 0.6 40 45 8.5 +2.4
AADR AdvisorShares Dorsey Wright ADR ETF 0.5 110 -25 7.0 +0.9
AVES Avantis Emerging Markets Value ETF 0.5 36 49 14.6 +8.5
ISEM Invesco RAFI Strategic Emerging Markets ETF 0.5 35 50 13.0 +6.9
KESG KraneShares MSCI China ESG Leaders Index ETF 0.5 59 26 12.1 +6.0
EMGF iShares MSCI Emerging Markets Multifactor ETF 0.5 45 40 11.8 +5.7
KALL KraneShares MSCI All China Index ETF 0.5 48 37 11.4 +5.4
CN Xtrackers MSCI All China Equity ETF 0.5 50 35 10.9 +4.8
MCHI iShares MSCI China ETF 0.5 57 28 10.8 +4.7
BKF iShares MSCI BRIC ETF 0.5 70 15 9.6 +3.6
MOTI VanEck Morningstar International Moat ETF 0.5 57 28 9.4 +3.3
DEHP Dimensional Emerging Markets High Profitability ETF 0.5 41 44 9.0 +3.0
EMXF iShares ESG Advanced MSCI EM ETF 0.5 16 69 8.9 +2.8
LDEM iShares ESG MSCI EM Leaders ETF 0.5 16 69 8.9 +2.8
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.5 25 60 8.3 +2.2
RESE WisdomTree Emerging Markets ESG Fund 0.5 32 53 8.2 +2.1
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 0.5 20 65 8.0 +2.0
NUEM Nuveen ESG Emerging Markets Equity ETF 0.5 35 50 7.6 +1.5
MEM Matthews Emerging Markets Equity Active ETF 0.5 79 6 5.7 -0.3
KBUY KraneShares CICC China Consumer Leaders Index ETF 0.5 68 17 5.4 -0.7
CHIQ Global X MSCI China Consumer ETF 0.5 65 20 3.3 -2.7
PEZ Invesco DWA Consumer Cyclicals Momentum ETF 0.5 60 25 7.4 +1.3
SPLV Invesco S&P 500 Low Volatility ETF 0.5 25 60 5.9 -0.2
BKSE BNY Mellon US Small Cap Core Equity ETF 0.5 4 81 5.7 -0.4
ISCG iShares Morningstar Small-Cap Growth ETF 0.5 6 79 1.3 -4.8
ESGE iShares ESG Aware MSCI EM ETF 0.5 25 60 8.9 +2.8
DFAT Dimensional U.S. Targeted Value ETF 0.5 29 56 8.5 +2.4
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 0.5 17 68 5.4 -0.7
FTXH First Trust Nasdaq Pharmaceuticals ETF 0.5 60 25 11.6 +5.5
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.5 30 55 9.7 +3.7
PBSM Invesco PureBeta MSCI USA Small Cap ETF 0.5 6 79 5.4 -0.6
JHSC John Hancock Multifactor Small Cap ETF 0.5 42 43 6.4 +0.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.4 24 61 8.1 +2.0
ERSX ERShares NextGen Entrepreneurs ETF 0.4 75 10 6.6 +0.6
SBIO ALPS Medical Breakthroughs ETF 0.4 50 35 0.0 -6.1
BBC Virtus LifeSci Biotech Clinical Trials ETF 0.4 79 6 0.0 -6.1
DAPP VanEck Digital Transformation ETF 0.4 50 35 -0.5 -6.6
NFTZ Defiance Digital Revolution ETF 0.4 65 20 -28.1 -34.2
DAM VanEck Digital Assets Mining ETF 0.4 50 35 -149.6 -155.7
EEMA iShares MSCI Emerging Markets Asia ETF 0.4 50 35 7.8 +1.8
JEMA JPMorgan Emerging Markets Equity Core ETF 0.4 39 46 7.8 +1.7
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.4 39 46 9.5 +3.5
ISMD Inspire Small/Mid Cap Impact ETF 0.4 48 37 6.4 +0.4
ECOW Pacer Emerging Markets Cash Cows 100 ETF 0.4 70 15 15.3 +9.3
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.4 15 70 9.2 +3.1
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.4 36 49 7.8 +1.8
ADRE Invesco BLDRS Emerging Markets 50 ADR Index Fund 0.4 29 56 6.3 +0.2
EWEB Global X Emerging Markets Internet & E-commerce ETF 0.4 65 20 4.5 -1.5
FDNI First Trust Dow Jones International Internet ETF 0.4 65 20 2.7 -3.4
PGJ Invesco Golden Dragon China ETF 0.4 70 15 2.6 -3.4
IHI iShares U.S. Medical Devices ETF 0.4 39 46 4.7 -1.4
MDEV First Trust Indxx Medical Devices ETF 0.4 70 15 3.7 -2.4
XHE SPDR S&P Health Care Equipment ETF 0.4 35 50 0.8 -5.3
ERTH Invesco MSCI Sustainable Future ETF 0.4 56 29 3.4 -2.7
LIT Global X Lithium & Battery Tech ETF 0.4 75 10 3.2 -2.8
BATT Amplify Lithium & Battery Technology ETF 0.4 59 26 2.6 -3.4
EATV VegTech Plant-based Innovation & Climate ETF 0.4 75 10 2.5 -3.6
SMOG VanEck Low Carbon Energy ETF 0.4 55 30 2.4 -3.7
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 0.4 70 15 2.2 -3.9
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 0.4 58 27 -0.6 -6.7
ACES ALPS Clean Energy ETF 0.4 55 30 -1.2 -7.3
ENRG SoFi Smart Energy ETF 0.4 59 26 -1.6 -7.6
PBW Invesco WilderHill Clean Energy ETF 0.4 61 24 -4.7 -10.8
DTOX Amplify Cleaner Living ETF 0.4 59 26 0.0 -6.1
LUXE Emles Luxury Goods ETF 0.4 60 25 0.0 -6.1
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.4 69 16 7.5 +1.4
BFIT Global X Health & Wellness ETF 0.4 50 35 5.8 -0.3
ISCB iShares Morningstar Small-Cap ETF 0.4 4 81 4.8 -1.3
BKEM BNY Mellon Emerging Markets Equity ETF 0.4 11 74 8.7 +2.6
PSC Principal U.S. Small Cap Index ETF 0.3 38 47 8.5 +2.4
VBK Vanguard Small-Cap Growth Index Fund 0.3 7 78 1.4 -4.7
NUSC Nuveen ESG Small-Cap ETF 0.3 30 55 5.7 -0.4
BKIE BNY Mellon International Equity ETF 0.3 4 81 7.8 +1.7
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.3 66 19 7.7 +1.7
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.3 45 40 9.4 +3.3
EEM iShares MSCI Emerging Markets ETF 0.3 68 17 8.2 +2.1
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.3 41 44 7.5 +1.4
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.3 47 38 10.3 +4.2
IEMG iShares Core MSCI Emerging Markets ETF 0.3 9 76 8.5 +2.4
ISCV iShares Morningstar Small Cap Value ETF 0.2 6 79 8.0 +1.9
SCHA Schwab U.S. Small-Cap ETF 0.2 4 81 5.1 -0.9
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.1 59 26 10.8 +4.8
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.1 25 60 9.5 +3.4
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 60 9.5 +3.4
DFSV Dimensional US Small Cap Value ETF 0.1 31 54 8.4 +2.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.1 70 15 2.4 -3.7
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 55 7.5 +1.5
DFAS Dimensional U.S. Small Cap ETF 0.1 28 57 6.5 +0.5
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 32 53 7.7 +1.6
IXUS ishares Core MSCI Total International Stock ETF 0.1 7 78 7.5 +1.5
DIHP Dimensional International High Profitability ETF 0.0 29 56 8.1 +2.1
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.0 51 34 10.2 +4.2
VWO Vanguard FTSE Emerging Markets ETF 0.0 8 77 8.4 +2.4
VEU Vanguard FTSE All-World ex-US Index Fund 0.0 7 78 7.8 +1.7
VXUS Vanguard Total International Stock ETF 0.0 7 78 7.7 +1.6
VSGX Vanguard ESG International Stock ETF 0.0 12 73 7.4 +1.3
VEA Vanguard FTSE Developed Markets ETF 0.0 5 80 7.5 +1.4

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%.

Content on this tab for subscribers only**

RESULTS & ESTIMATES

  2017 2018 2019 2020 2021 2022E 2023E
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

Content on this tab for subscribers only

VALUATION METRICS
  2021 2022E 2023E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
Natixis U.S. Equity Opportunities ETF
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

NEUTRAL

Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 15.4 %
Divided by: Fwd. P/BV 2.2 x
Less: Expense ratio 85 bp
Equals: ALTAR Score 6.1 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.46 CATEGORY
AVERAGE
1.50
 
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.