ProShares Equities for Rising Rates ETF
ALTAR
Score™
8.2% info Recommen-
dation
SPECULATIVE
2024E    2025E
P/E
ratio
12.2x P/Sales
ratio
1.5x
P/BV
ratio
1.9x Div.
yield
2.3%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The ProShares Equities for Rising Rates ETF tracks an index of 50 US-listed large-cap stocks that are anticipated to perform favorably during periods of rising interest rates.

FUND BASICS
Category US Equities
Fund Sponsor ProShares
Website www.proshares.com
Inception date Jul 24, 2017
Assets (mns) $16
Currency USD
Expense ratio 35 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 52
Wgt avg mkt cap (mns) $95,589
Large cap (>$10bn) 100.0%
Mid cap ($2-10bn) 0.0%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
DIAMONDBACK ENERGY INC 3.4 %
MARATHON PETROLEUM 3.3 %
VALERO ENERGY CORP 3.1 %
EXXON MOBIL CORP 3.0 %
PIONEER NATURAL RESOURCES CO 3.0 %
HESS CORP 2.9 %
MARATHON OIL CORP 2.9 %
CONOCOPHILLIPS 2.8 %
LPL FINANCIAL HOLDINGS INC 2.7 %
EOG RESOURCES, INC. 2.7 %
Total 29.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 96.9 %
BRITAIN 2.0 %
IRELAND 0.8 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
11.4% 35.7% 12.4% -- 8.4%

Market Correlations
versus... Beta R-squared
S&P500 1.00 57%
MSCI EAFE 1.05 59%
MSCI Emg. Mkts. 0.75 31%

Technical Indicators
Recent close $58.01
30d moving avg. $59.00
Annualized volatility 23.7%
Short interest (ETF) 0.8%
Short interest (Underlying) 2.1%
Relative strength (RSI) 47

Liquidity measures
Avg. volume (thou.) 4
Turnover 1.5%
Bid/Ask (% of price) 0.13%
ADV underlying (mns) $20,178

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 701 potential alternatives to the ProShares Equities for Rising Rates ETF ETF based on the alternatives' overlap in portfolio holdings with EQRR. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: EQRR Expense: 35 bp ALTAR Score™: 8.2%


ALTERNATIVE ETFs BASED ON OVERLAP WITH EQRR
Ticker Fund
Name
Overlap1
vs EQRR
(%)
Expense
ratio
(bp)
Savings
vs EQRR
(bp)
ALTAR
Score™
(%)
ALTAR
vs EQRR
(%)
SPVU Invesco S&P 500 Enhanced Value ETF 27.1 13 22 9.6 +1.4
RSPG Invesco S&P 500 Equal Weight Energy ETF 26.7 40 -5 8.0 -0.2
SPGP Invesco S&P 500 GARP ETF 26.0 34 1 8.6 +0.4
PWV Invesco Large Cap Value ETF 24.7 55 -20 8.0 -0.2
VDE Vanguard Energy ETF 24.6 10 25 7.6 -0.6
FENY Fidelity MSCI Energy Index ETF 24.4 8 27 7.6 -0.6
RDVY First Trust Rising Dividend Achievers ETF 23.5 50 -15 9.8 +1.6
XLE Energy Select Sector SPDR Fund 23.3 9 26 7.8 -0.4
FTXN First Trust Nasdaq Oil & Gas ETF 23.3 60 -25 8.1 -0.1
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 23.0 60 -25 8.6 +0.4
DRLL Strive U.S. Energy ETF 22.7 41 -6 8.1 -0.1
IYE iShares U.S. Energy ETF 22.3 40 -5 7.3 -0.9
DFLV Dimensional US Large Cap Value ETF 21.9 22 13 8.0 -0.2
XOP SPDR S&P Oil & Gas Exploration & Production ETF 21.7 35 0 10.3 +2.1
COWZ Pacer US Cash Cows 100 ETF 21.0 49 -14 11.2 +3.1
IGE iShares North American Natural Resources ETF 20.9 41 -6 6.9 -1.3
IEO iShares U.S. Oil & Gas Exploration & Production ETF 20.9 40 -5 10.3 +2.1
FXN First Trust Energy AlphaDEX Fund 20.7 62 -27 1.2 -7.0
DIVL Madison Dividend Value ETF 20.3 65 -30 6.0 -2.2
FLOW Global X U.S. Cash Flow Kings 100 ETF 19.7 25 10 11.3 +3.1
FTA First Trust Large Cap Value AlphaDEX Fund 19.6 59 -24 8.6 +0.4
SPVM Invesco S&P 500 Value with Momentum ETF 19.5 39 -4 8.6 +0.4
SMRI Bushido Capital US Equity ETF 19.4 71 -36 9.4 +1.3
AVLV Avantis U.S. Large Cap Value ETF 19.3 15 20 7.5 -0.7
FXZ First Trust Materials AlphaDEX Fund 19.0 61 -26 10.1 +1.9
PXI Invesco Dorsey Wright Energy Momentum ETF 18.5 60 -25 7.4 -0.8
REVS Columbia Research Enhanced Value ETF 18.5 19 16 7.9 -0.3
IXC iShares Global Energy ETF 18.1 44 -9 9.3 +1.1
IYM iShares U.S. Basic Materials ETF 17.8 40 -5 6.8 -1.4
RSPF Invesco S&P 500 Equal Weight Financials ETF 17.5 40 -5 7.4 -0.8
IWX iShares Russell Top 200 Value ETF 17.5 20 15 6.6 -1.6
DFUV Dimensional US Marketwide Value ETF 17.5 22 13 7.8 -0.4
MAGA Point Bridge America First ETF 17.3 72 -37 6.5 -1.7
STXV Strive 1000 Value ETF 17.2 18 17 7.9 -0.3
FTWO Strive FAANG 2.0 ETF 17.1 49 -14 4.8 -3.4
WTV WisdomTree US Value Fund of Benef Interest 17.0 12 23 8.8 +0.6
MGV Vanguard Mega Cap Value ETF 16.3 7 28 6.7 -1.5
NANR SPDR S&P North American Natural Resources ETF 15.8 35 0 7.3 -0.9
VYM Vanguard High Dividend Yield Index ETF 15.8 6 29 7.3 -0.9
DVLU First Trust Dorsey Wright Momentum & Value ETF 15.6 60 -25 10.7 +2.5
FILL iShares MSCI Global Energy Producers ETF 15.4 39 -4 10.1 +1.9
RPV Invesco S&P 500 Pure Value ETF 15.4 35 0 10.2 +2.1
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 15.4 60 -25 8.1 -0.1
DIVB iShares Core Dividend ETF 15.4 5 30 7.9 -0.3
PXE Invesco Energy Exploration & Production ETF 15.4 60 -25 13.0 +4.8
VTV Vanguard Value ETF 15.3 4 31 6.9 -1.3
SYLD Cambria Shareholder Yield ETF 15.3 59 -24 11.4 +3.2
RSPM Invesco S&P 500 Equal Weight Materials ETF 15.2 40 -5 7.5 -0.7
VONV Vanguard Russell 1000 Value ETF 15.1 8 27 6.7 -1.5
IWD iShares Russell 1000 Value ETF 15.1 19 16 6.6 -1.6
FVAL Fidelity Value Factor ETF 15.0 15 20 7.3 -0.9
SDOG ALPS Sector Dividend Dogs ETF 15.0 36 -1 9.3 +1.1
VFLO VictoryShares Free Cash Flow ETF 14.9 39 -4 8.7 +0.5
EVUS iShares ESG Aware MSCI USA Value ETF 14.9 18 17 6.7 -1.5
JAVA JPMorgan Active Value ETF 14.8 44 -9 6.3 -1.9
SCHV Schwab U.S. Large-Cap Value ETF 14.7 4 31 6.7 -1.5
RWL Invesco S&P 500 Revenue ETF 14.5 39 -4 6.7 -1.5
NVIR Horizon Kinetics Energy and Remediation ETF 14.5 85 -50 1.9 -6.3
FMAT Fidelity MSCI Materials Index ETF 14.5 8 27 6.6 -1.6
EQWL Invesco S&P 100 Equal Weight ETF 14.4 25 10 6.6 -1.6
ILCV iShares Morningstar Value ETF 14.4 4 31 6.7 -1.5
EPS WisdomTree U.S. LargeCap Fund 14.3 8 27 6.1 -2.1
PY Principal Value ETF 14.2 15 20 7.5 -0.7
VLU SPDR S&P 1500 Value Tilt ETF 14.1 12 23 7.3 -0.9
ULVM VictoryShares US Value Momentum ETF 14.1 20 15 7.5 -0.7
FEX First Trust Large Cap Core AlphaDEX Fund 14.1 59 -24 6.0 -2.2
XLF Financial Select Sector SPDR Fund 14.1 9 26 6.2 -2.0
IVE iShares S&P 500 Value ETF 13.9 18 17 6.7 -1.5
SPYV SPDR Portfolio S&P 500 Value ETF 13.9 4 31 6.8 -1.4
KBWB Invesco KBW Bank ETF 13.8 35 0 9.4 +1.2
VOOV Vanguard S&P 500 Value ETF 13.8 10 25 6.7 -1.5
FNDX Schwab Fundamental US Large Co. Index ETF 13.8 25 10 7.0 -1.2
VFH Vanguard Financials ETF 13.8 10 25 6.6 -1.6
PKW Invesco Buyback Achievers ETF 13.7 62 -27 7.3 -0.9
FNCL Fidelity MSCI Financials Index ETF 13.7 8 27 6.6 -1.6
FTDS First Trust Dividend Strength ETF 13.6 70 -35 9.1 +0.9
PRF Invesco FTSE RAFI US 1000 ETF 13.6 39 -4 7.2 -1.0
VAW Vanguard Materials ETF 13.6 10 25 6.5 -1.7
FTGS First Trust Growth Strength ETF 13.5 60 -25 5.4 -2.8
ONEY SPDR Russell 1000 Yield Focus ETF 13.5 20 15 10.2 +2.0
EQUL IQ Engender Equality ETF 13.5 45 -10 6.9 -1.3
GNR SPDR S&P Global Natural Resources ETF 13.4 40 -5 9.9 +1.7
DLN WisdomTree U.S. LargeCap Dividend Fund 13.4 28 7 6.1 -2.1
FFLC Fidelity Fundamental Large Cap Core ETF 13.3 38 -3 4.6 -3.6
XLB Materials Select Sector SPDR Fund 13.2 9 26 5.8 -2.4
IUSV iShares Core S&P US Value ETF 13.2 4 31 6.9 -1.3
HAP VanEck Natural Resources ETF 13.2 50 -15 9.9 +1.7
VLUE iShares MSCI USA Value Factor ETF 13.2 15 20 10.9 +2.7
LSAF LeaderShares AlphaFactor US Core Equity ETF 13.2 75 -40 6.7 -1.5
VFVA Vanguard U.S. Value Factor ETF 13.0 13 22 10.8 +2.6
FBCV Fidelity Blue Chip Value ETF 12.8 59 -24 7.1 -1.1
FNDB Schwab Fundamental US Broad Market Index ETF 12.8 25 10 7.0 -1.2
RSPN Invesco S&P 500 Equal Weight Industrials ETF 12.8 40 -5 3.9 -4.3
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 12.8 38 -3 8.4 +0.2
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 12.7 35 0 8.4 +0.2
FDVV Fidelity High Dividend ETF 12.7 15 20 8.5 +0.3
BMVP Invesco Bloomberg MVP Multi-factor ETF 12.6 29 6 8.4 +0.2
RFFC ALPS Active Equity Opportunity ETF 12.5 48 -13 4.2 -4.0
IYG iShares US Financial Services ETF 12.4 40 -5 6.0 -2.2
DTD WisdomTree U.S. Total Dividend Fund 12.4 28 7 6.4 -1.8
FTXO First Trust Nasdaq Bank ETF 12.3 60 -25 10.6 +2.4
FMIL Fidelity New Millennium ETF 12.3 59 -24 4.4 -3.8
IYF iShares U.S. Financials ETF 12.3 40 -5 6.4 -1.8
SHRY First Trust Bloomberg Shareholder Yield ETF 12.1 60 -25 7.0 -1.2
HDV iShares Core High Dividend ETF 12.1 8 27 8.4 +0.2
DFNL Davis Select Financial ETF 12.1 63 -28 7.0 -1.2
SIXA ETC 6 Meridian Mega Cap Equity ETF 12.0 80 -45 5.6 -2.6
DGRO iShares Core Dividend Growth ETF 12.0 8 27 6.5 -1.7
SPXT ProShares S&P 500 Ex-Technology ETF 12.0 9 26 5.6 -2.6
SHE SPDR MSCI USA Gender Diversity ETF 11.9 20 15 4.8 -3.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 11.8 38 -3 6.7 -1.5
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 11.8 46 -11 9.2 +1.1
QLC FlexShares US Quality Large Cap Index Fund 11.8 25 10 5.3 -2.9
FCG First Trust Natural Gas ETF 11.7 60 -25 10.2 +2.0
DVND Touchstone Dividend Select ETF 11.7 67 -32 6.2 -2.0
ECML Euclidean Fundamental Value ETF 11.6 95 -60 13.6 +5.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 11.6 30 5 4.5 -3.7
CGDV Capital Group Dividend Value ETF 11.6 33 2 5.6 -2.6
JOET Virtus Terranova US Quality Momentum ETF 11.6 29 6 5.2 -3.0
MTUM iShares MSCI USA Momentum Factor ETF 11.5 15 20 3.5 -4.7
ESGS Columbia U.S. ESG Equity Income ETF 11.4 35 0 0.0 -8.2
SNPV Xtrackers S&P 500 Value ESG ETF 11.3 15 20 6.9 -1.3
FDRR Fidelity Dividend ETF for Rising Rates 11.3 15 20 7.5 -0.7
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 11.2 15 20 5.6 -2.6
USVT US Value ETF 11.2 49 -14 11.2 +3.0
NETZ TCW Transform Systems ETF 11.1 75 -40 3.6 -4.6
IXG iShares Global Financials ETF 11.1 42 -7 7.1 -1.1
RECS Columbia Research Enhanced Core ETF 11.1 15 20 5.4 -2.8
SPDV AAM S&P 500 High Dividend Value ETF 11.0 29 6 10.4 +2.2
XLI Industrial Select Sector SPDR Fund 11.0 9 26 4.4 -3.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 10.9 19 16 6.4 -1.8
IMCV iShares Morningstar Mid-Cap Value ETF 10.8 6 29 8.1 -0.1
HAPI Harbor Human Capital Factor US Large Cap ETF 10.6 36 -1 4.6 -3.6
VOE Vanguard Mid-Cap Value ETF 10.6 7 28 7.5 -0.7
IYJ iShares U.S. Industrials ETF 10.4 40 -5 5.0 -3.2
TPHE Timothy Plan High Dividend Stock Enhanced ETF 10.4 54 -19 6.3 -1.9
FUNL CornerCap Fundametrics Large-Cap ETF 10.4 50 -15 7.1 -1.1
ONEO SPDR Russell 1000 Momentum Focus ETF 10.3 20 15 7.2 -1.0
NUDV Nuveen ESG Dividend ETF 10.3 26 9 7.5 -0.7
TPHD Timothy Plan High Dividend Stock ETF 10.3 52 -17 6.3 -1.9
IUS Invesco RAFI Strategic US ETF 10.3 19 16 7.2 -1.0
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 10.2 69 -34 8.9 +0.7
COWS Amplify Cash Flow Dividend Leaders ETF 10.2 0 35 10.8 +2.6
SURE AdvisorShares Insiders Advantage ETF 10.2 90 -55 8.1 -0.1
FAB First Trust Multi Cap Value AlphaDEX Fund 10.2 67 -32 9.8 +1.6
VIS Vanguard Industrials ETF 10.1 10 25 4.5 -3.7
PTL Inspire 500 ETF 10.0 9 26 5.7 -2.5
KRUZ Unusual Whales Subversive Republican Trading ETF 10.0 75 -40 5.5 -2.7
BIBL Inspire 100 ETF 10.0 35 0 4.8 -3.4
VFMF Vanguard U.S. Multifactor ETF 10.0 18 17 8.8 +0.6
RAFE PIMCO RAFI ESG U.S. ETF 10.0 29 6 6.9 -1.3
FOVL iShares Focused Value Factor ETF 9.9 25 10 10.4 +2.2
AVUS Avantis U.S. Equity ETF 9.9 15 20 5.9 -2.3
SCHD Schwab US Dividend Equity ETF 9.8 6 29 9.7 +1.5
PAVE Global X U.S. Infrastructure Development ETF 9.7 47 -12 5.8 -2.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 9.7 9 26 6.0 -2.2
SPXV ProShares S&P 500 Ex-Health Care ETF 9.6 9 26 4.7 -3.5
NACP Impact Shares NAACP Minority Empowerment ETF 9.5 49 -14 4.7 -3.5
TXS Texas Capital Texas Equity Index ETF 9.5 49 -14 5.3 -2.9
MBOX Freedom Day Dividend ETF 9.4 39 -4 7.4 -0.8
DGT SPDR Global Dow ETF 9.4 50 -15 6.6 -1.6
EXI iShares Global Industrials ETF 9.4 42 -7 4.5 -3.7
RSP Invesco S&P 500 Equal Weight ETF 9.3 20 15 6.2 -2.0
JHML John Hancock Multifactor Large Cap ETF 9.3 29 6 5.5 -2.7
SSPY Syntax Stratified LargeCap ETF 9.3 30 5 6.5 -1.7
PFM Invesco Dividend Achievers ETF 9.2 53 -18 5.5 -2.7
WLDR Affinity World Leaders Equity ETF 9.2 67 -32 8.6 +0.5
FIDU Fidelity MSCI Industrial Index ETF 9.2 8 27 4.8 -3.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 9.1 65 -30 3.9 -4.3
WOMN Impact Shares YWCA Women's Empowerment ETF 9.1 75 -40 4.9 -3.3
VIG Vanguard Dividend Appreciation ETF 9.1 6 29 5.7 -2.5
MDLV Morgan Dempsey Large Cap Value ETF 9.0 58 -23 8.7 +0.5
DIVY Sound Equity Dividend Income ETF 8.9 45 -10 11.0 +2.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 8.9 20 15 4.8 -3.4
QDIV Global X S&P 500 Quality Dividend ETF 8.8 20 15 8.7 +0.5
DHS WisdomTree U.S. High Dividend Fund 8.8 38 -3 8.8 +0.6
CFA VictoryShares US 500 Volatility Wtd ETF 8.7 35 0 6.0 -2.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 8.7 40 -5 6.0 -2.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 8.6 18 17 7.6 -0.6
VUSE Vident U.S. Equity Strategy ETF 8.6 50 -15 3.5 -4.7
VO Vanguard Mid-Cap ETF 8.5 4 31 5.9 -2.3
ESGU iShares ESG Aware MSCI USA ETF 8.5 15 20 5.0 -3.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 8.5 32 3 5.0 -3.2
SPHQ Invesco S&P 500 Quality ETF 8.5 15 20 5.0 -3.2
IWL iShares Russell Top 200 ETF 8.5 15 20 4.7 -3.5
YLDE ClearBridge Dividend Strategy ESG ETF 8.5 60 -25 5.3 -2.9
QVML Invesco S&P 500 QVM Multi-factor ETF 8.4 11 24 4.9 -3.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 8.4 29 6 6.1 -2.1
ITAN Sparkline Intangible Value ETF 8.4 50 -15 6.6 -1.6
OEF iShares S&P 100 ETF 8.4 20 15 4.7 -3.5
BKWO BNY Mellon Women's Opportunities ETF 8.4 50 -15 3.7 -4.5
AFLG First Trust Active Factor Large Cap ETF 8.3 55 -20 6.0 -2.2
IVV iShares Core S&P 500 ETF 8.3 3 32 5.0 -3.2
VOO Vanguard S&P 500 ETF 8.3 3 32 5.0 -3.2
SPY SPDR S&P 500 ETF Trust 8.3 9 26 4.9 -3.3
ADME Aptus Drawdown Managed Equity ETF 8.3 79 -44 4.1 -4.1
SPLG SPDR Portfolio S&P 500 ETF 8.3 2 33 5.0 -3.2
BKLC BNY Mellon US Large Cap Core Equity ETF 8.2 0 35 5.0 -3.2
VOTE TCW Transform 500 ETF 8.2 5 30 5.0 -3.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 8.2 30 5 8.0 -0.2
JVAL JPMorgan U.S. Value Factor ETF 8.2 12 23 8.2 +0.0
FTC First Trust Large Cap Growth AlphaDEX Fund 8.2 59 -24 2.7 -5.5
FXO First Trust Financials AlphaDEX Fund 8.2 62 -27 8.9 +0.7
VV Vanguard Large-Cap ETF 8.2 4 31 4.9 -3.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 8.2 9 26 5.6 -2.6
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 8.2 49 -14 10.9 +2.7
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 8.2 7 28 4.9 -3.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 8.1 29 6 9.2 +1.0
MMTM SPDR S&P 1500 Momentum Tilt ETF 8.1 12 23 4.3 -3.9
RBLD First Trust Alerian US NextGen Infrastructure ETF 8.1 65 -30 5.2 -3.0
MGC Vanguard Mega Cap ETF 8.1 7 28 4.8 -3.4
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 8.1 15 20 9.9 +1.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 8.1 2 33 5.0 -3.2
MXI iShares Global Materials ETF 8.1 41 -6 6.8 -1.4
ONEV SPDR Russell 1000 Low Volatility Focus ETF 8.0 20 15 8.0 -0.2
XME SPDR S&P Metals & Mining ETF 8.0 35 0 7.2 -1.0
ILCB iShares Morningstar U.S. Equity ETF 8.0 3 32 5.0 -3.2
EUSA iShares MSCI USA Equal Weighted ETF 8.0 9 26 6.2 -2.0
USMF WisdomTree U.S. Multifactor Fund 8.0 28 7 7.0 -1.2
ZECP Zacks Earnings Consistent Portfolio ETF 8.0 55 -20 4.9 -3.3
PBUS Invesco MSCI USA ETF 7.9 4 31 5.0 -3.2
DFAC Dimensional U.S. Core Equity 2 ETF 7.9 17 18 5.5 -2.7
DFAU Dimensional US Core Equity Market ETF 7.9 12 23 5.1 -3.1
SIZE iShares MSCI USA Size Factor ETF 7.9 15 20 6.0 -2.2
DUSA Davis Select U.S. Equity ETF 7.9 61 -26 7.2 -1.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 7.9 20 15 6.0 -2.2
SCHX Schwab U.S. Large-Cap ETF 7.9 3 32 5.0 -3.2
USMC Principal U.S. Mega-Cap ETF 7.9 12 23 4.7 -3.5
CVY Invesco Zacks Multi-Asset Income ETF 7.9 106 -71 9.1 +0.9
DEUS Xtrackers Russell US Multifactor ETF 7.9 17 18 7.1 -1.1
DVY iShares Select Dividend ETF 7.9 38 -3 9.1 +1.0
QVAL Alpha Architect US Quantitative Value ETF 7.8 39 -4 12.4 +4.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 7.8 11 24 5.0 -3.2
HAPY Harbor Human Capital Factor Unconstrained ETF 7.8 50 -15 4.8 -3.4
STRV Strive 500 ETF 7.8 5 30 4.9 -3.3
IWB iShares Russell 1000 ETF 7.8 15 20 4.9 -3.3
VONE Vanguard Russell 1000 ETF 7.7 8 27 5.0 -3.2
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 7.7 30 5 8.8 +0.6
EDOW First Trust Dow 30 Equal Weight ETF 7.7 50 -15 6.0 -2.2
APUE ActivePassive U.S. Equity ETF 7.7 45 -10 4.7 -3.5
DJD Invesco Dow Jones Industrial Average Dividend ETF 7.7 7 28 8.4 +0.3
ACVF American Conservative Values ETF 7.7 75 -40 4.2 -4.0
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 7.7 3 32 5.2 -3.0
SCHK Schwab 1000 Index ETF 7.7 5 30 5.0 -3.2
IYY iShares Dow Jones U.S. ETF 7.7 20 15 4.8 -3.4
LRGF iShares U.S. Equity Factor ETF 7.6 8 27 5.6 -2.6
DFUS Dimensional U.S. Equity ETF 7.6 9 26 4.9 -3.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 7.6 58 -23 5.4 -2.8
RUFF Alpha Dog ETF 7.6 94 -59 4.6 -3.6
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 7.6 52 -17 5.4 -2.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 7.5 7 28 4.9 -3.3
KBE SPDR S&P Bank ETF 7.5 35 0 11.5 +3.3
FLRG Fidelity U.S. Multifactor ETF 7.5 15 20 7.5 -0.7
IAK iShares U.S. Insurance ETF 7.5 40 -5 6.6 -1.6
JCTR JPMorgan Carbon Transition U.S. Equity ETF 7.4 15 20 4.7 -3.5
QUS SPDR MSCI USA StrategicFactors ETF 7.4 15 20 5.9 -2.3
NOBL ProShares S&P 500 Dividend Aristocrats ETF 7.4 35 0 6.1 -2.1
IWV iShares Russell 3000 ETF 7.4 20 15 4.8 -3.4
SCHB Schwab U.S. Broad Market ETF 7.4 3 32 4.9 -3.3
VTHR Vanguard Russell 3000 ETF 7.4 10 25 4.9 -3.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 7.3 3 32 4.9 -3.3
DUHP Dimensional US High Profitability ETF 7.3 21 14 6.5 -1.7
CAML Congress Large Cap Growth ETF 7.3 66 -31 3.0 -5.2
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 7.3 60 -25 7.0 -1.2
SNPE Xtrackers S&P 500 ESG ETF 7.3 10 25 5.0 -3.2
VTI Vanguard Total Stock Market ETF 7.3 3 32 4.9 -3.3
VSLU Applied Finance Valuation Large Cap ETF 7.3 49 -14 5.7 -2.5
FCPI Fidelity Stocks for Inflation ETF 7.2 15 20 8.3 +0.1
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 7.2 56 -21 5.9 -2.3
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 7.2 60 -25 4.3 -3.9
SFY SoFi Select 500 ETF 7.2 0 35 4.2 -4.0
RVRB Reverb ETF 7.2 30 5 4.7 -3.5
HDUS Hartford Disciplined US Equity ETF 7.1 19 16 5.9 -2.3
GSPY Gotham Enhanced 500 ETF 7.1 50 -15 5.1 -3.1
BUL Pacer US Cash Cows Growth ETF 7.1 60 -25 7.3 -0.8
FLV American Century Focused Large Cap Value ETF 7.1 42 -7 6.7 -1.5
GVIP Goldman Sachs Hedge Industry VIP ETF 7.0 45 -10 4.6 -3.6
JMOM JPMorgan U.S. Momentum Factor ETF 7.0 12 23 4.7 -3.5
IMCB iShares Morningstar Mid-Cap ETF 7.0 4 31 6.2 -2.0
IWS iShares Russell Mid-Cap Value ETF 6.9 23 12 6.6 -1.6
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 6.9 50 -15 7.8 -0.4
CGUS Capital Group Core Equity ETF 6.9 33 2 4.5 -3.7
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 6.9 61 -26 6.6 -1.6
DFND Siren DIVCON Dividend Defender ETF 6.9 189 -154 4.4 -3.8
FXD First Trust Consumer Discretionary AlphaDEX Fund 6.9 61 -26 4.6 -3.6
PICK iShares MSCI Global Metals & Mining Producers ETF 6.9 39 -4 11.5 +3.3
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 6.8 60 -25 9.7 +1.5
DURA VanEck Durable High Dividend ETF 6.8 29 6 7.3 -0.9
DIA SPDR Dow Jones Industrial Average ETF Trust 6.8 16 19 5.9 -2.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 6.8 60 -25 5.2 -3.0
FLQL Franklin LibertyQ U.S. Equity ETF 6.7 15 20 5.7 -2.5
DIVZ TrueShares Low Volatility Equity Income ETF 6.7 65 -30 8.5 +0.3
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 6.7 20 15 4.8 -3.4
NDIV Amplify Natural Resources Dividend Income ETF 6.7 59 -24 9.5 +1.3
PEXL Pacer US Export Leaders ETF 6.7 60 -25 4.9 -3.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 6.6 14 21 5.2 -3.0
KIE SPDR S&P Insurance ETF 6.6 35 0 6.8 -1.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 6.6 25 10 5.4 -2.8
LCF Touchstone US Large Cap Focused ETF 6.6 69 -34 4.3 -3.9
SPYD SPDR Portfolio S&P 500 High Dividend ETF 6.6 7 28 9.3 +1.1
HKND Humankind US Stock ETF 6.6 11 24 6.8 -1.4
GDIV Harbor Dividend Growth Leaders ETF 6.6 50 -15 5.9 -2.3
DFSU Dimensional US Sustainability Core 1 ETF 6.5 18 17 5.5 -2.7
JHDV John Hancock U.S. High Dividend ETF 6.4 34 1 6.1 -2.1
CRAK VanEck Oil Refiners ETF 6.4 61 -26 14.2 +6.0
EQAL Invesco Russell 1000 Equal Weight ETF 6.4 20 15 5.9 -2.3
SPXE ProShares S&P 500 Ex-Energy ETF 6.4 9 26 4.9 -3.3
SLX VanEck Steel ETF 6.3 56 -21 21.6 +13.4
XVV iShares ESG Screened S&P 500 ETF 6.3 8 27 4.8 -3.4
SMOT VanEck Morningstar SMID Moat ETF 6.3 49 -14 6.5 -1.7
RDIV Invesco S&P Ultra Dividend Revenue ETF 6.2 39 -4 9.1 +1.0
ACSI American Customer Satisfaction ETF 6.2 65 -30 4.4 -3.8
JEPI JPMorgan Equity Premium Income ETF 6.2 35 0 5.3 -2.9
KOCG FIS Knights of Columbus Global Belief ETF 6.2 75 -40 5.1 -3.1
ZIG Acquirers Fund 6.1 84 -49 14.4 +6.2
VOT Vanguard Mid-Cap Growth ETF 6.1 7 28 4.1 -4.1
SPXN ProShares S&P 500 Ex-Financials ETF 6.1 9 26 4.9 -3.3
GCOW Pacer Global Cash Cows Dividend ETF 6.1 60 -25 13.8 +5.6
PFI Invesco Dorsey Wright Financial Momentum ETF 6.1 60 -25 5.9 -2.3
TOK iShares MSCI Kokusai ETF 6.0 26 9 5.1 -3.1
KOKU Xtrackers MSCI Kokusai Equity ETF 6.0 9 26 5.3 -2.9
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 6.0 40 -5 4.2 -4.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 6.0 9 26 5.5 -2.7
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 6.0 75 -40 2.0 -6.2
HLAL Wahed FTSE USA Shariah ETF 6.0 50 -15 4.7 -3.5
QDF FlexShares Quality Dividend Index Fund 6.0 37 -2 4.7 -3.5
ROUS Hartford Multifactor US Equity ETF 6.0 19 16 6.3 -1.9
XLG Invesco S&P 500 Top 50 ETF 5.9 20 15 4.3 -3.9
IOO iShares Global 100 ETF 5.9 41 -6 4.5 -3.7
BLES Inspire Global Hope ETF 5.9 61 -26 6.3 -1.9
VNMC Natixis Vaughan Nelson Mid Cap ETF 5.8 85 -50 4.6 -3.6
NULV Nuveen ESG Large-Cap Value ETF 5.8 26 9 7.1 -1.1
VALQ American Century U.S. Quality Value ETF 5.8 29 6 7.4 -0.8
ESGG FlexShares STOXX Global ESG Select Index Fund 5.7 42 -7 4.9 -3.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5.7 24 11 7.9 -0.3
URTH iShares MSCI World ETF 5.7 24 11 5.2 -3.0
VNSE Natixis Vaughan Nelson Select ETF 5.6 80 -45 3.3 -4.9
VAMO Cambria Value & Momentum ETF 5.6 61 -26 10.4 +2.2
IYC iShares U.S. Consumer Discretionary ETF 5.6 40 -5 3.8 -4.4
ICAP InfraCap Equity Income Fund ETF 5.5 171 -136 6.9 -1.3
CRTC Xtrackers US National Critical Technologies ETF 5.5 35 0 5.4 -2.8
WBIY WBI Power Factor High Dividend ETF 5.5 100 -65 10.9 +2.7
CGGR Capital Group Growth ETF 5.5 39 -4 3.3 -4.9
SPHB Invesco S&P 500 High Beta ETF 5.5 25 10 3.9 -4.3
GK AdvisorShares Gerber Kawasaki ETF 5.5 75 -40 2.9 -5.3
DEW WisdomTree Global High Dividend Fund 5.4 58 -23 9.1 +0.9
IQSU IQ Candriam U.S. Large Cap Equity ETF 5.4 9 26 4.9 -3.3
IWR iShares Russell Midcap ETF 5.4 19 16 5.7 -2.5
LEAD Siren DIVCON Leaders Dividend ETF 5.4 43 -8 5.1 -3.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 5.3 10 25 5.1 -3.1
SPMO Invesco S&P 500 Momentum ETF 5.3 13 22 3.4 -4.8
BFOR ALPS Barron's 400 ETF 5.3 65 -30 6.6 -1.6
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 5.3 40 -5 5.5 -2.7
FPAG FPA Global Equity ETF 5.3 49 -14 5.3 -2.9
QMOM Alpha Architect U.S. Quantitative Momentum ETF 5.2 39 -4 4.4 -3.8
CCSO Carbon Collective Climate Solutions US Equity ETF 5.2 35 0 2.3 -5.9
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 5.2 15 20 7.1 -1.1
CATH Global X S&P 500 Catholic Values Custom ETF 5.2 29 6 4.9 -3.3
FQAL Fidelity Quality Factor ETF 5.2 15 20 5.6 -2.6
ACWI iShares MSCI ACWI ETF 5.1 32 3 5.3 -2.9
DSTL Distillate US Fundamental Stability & Value ETF 5.1 39 -4 8.2 0.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 5.1 25 10 5.9 -2.3
JHMM John Hancock Multifactor Mid Cap ETF 5.0 42 -7 6.6 -1.6
VFQY Vanguard U.S. Quality Factor ETF 5.0 13 22 7.1 -1.1
PPA Invesco Aerospace & Defense ETF 5.0 58 -23 3.3 -4.9
SUSL iShares ESG MSCI USA Leaders ETF 5.0 10 25 4.9 -3.3
QGRO American Century U.S. Quality Growth ETF 4.9 29 6 5.8 -2.4
AUSF Global X Adaptive U.S. Factor ETF 4.9 27 8 9.1 +0.9
FTAG First Trust Indxx Global Agriculture ETF 4.9 70 -35 9.3 +1.1
MOO VanEck Agribusiness ETF 4.9 53 -18 9.8 +1.6
IVEG iShares Emergent Food and AgTech Multisector ETF 4.9 47 -12 8.3 +0.1
VEGI iShares MSCI Agriculture Producers ETF 4.9 39 -4 9.6 +1.4
JRNY ALPS Global Travel Beneficiaries ETF 4.9 65 -30 0.1 -8.1
FTXR First Trust Nasdaq Transportation ETF 4.9 60 -25 5.4 -2.8
SUSA iShares MSCI USA ESG Select ETF 4.9 25 10 5.1 -3.1
SNPG Xtrackers S&P 500 Growth ESG ETF 4.9 15 20 4.4 -3.8
RFDA RiverFront Dynamic US Dividend Advantage ETF 4.8 52 -17 5.5 -2.7
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 4.8 40 -5 6.0 -2.2
FDL First Trust Morningstar Dividend Leaders Index Fund 4.8 45 -10 9.9 +1.7
FSMO Fidelity Small-Mid Cap Opportunities ETF 4.8 60 -25 6.8 -1.4
GLOF iShares Global Equity Factor ETF 4.8 20 15 6.8 -1.4
IAT iShares U.S. Regional Banks ETF 4.7 40 -5 11.4 +3.3
KRE SPDR S&P Regional Banking ETF 4.7 35 0 11.9 +3.7
FSST Fidelity Sustainable U.S. Equity ETF 4.7 59 -24 4.7 -3.5
ESGV Vanguard ESG U.S. Stock ETF 4.7 9 26 4.8 -3.4
FTCS First Trust Capital Strength ETF 4.7 55 -20 5.6 -2.6
NTZG Nuveen Global Net Zero Transition ETF 4.7 56 -21 4.8 -3.4
LEGR First Trust Indxx Innovative Transaction & Process ETF 4.7 65 -30 8.3 +0.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 4.7 45 -10 4.2 -4.0
BTHM BlackRock Future U.S. Themes ETF 4.7 60 -25 4.0 -4.2
DGRW WisdomTree US Quality Dividend Growth Fund 4.7 28 7 5.9 -2.3
UDI USCF Dividend Income Fund 4.6 65 -30 7.4 -0.8
ROE Astoria US Quality Kings ETF 4.6 49 -14 8.0 -0.2
VT Vanguard Total World Stock ETF 4.5 7 28 5.5 -2.7
VRAI Virtus Real Asset Income ETF 4.5 55 -20 8.9 +0.7
OUSA ALPS O'Shares U.S. Quality Dividend ETF 4.5 48 -13 6.0 -2.2
FDWM Fidelity Women's Leadership ETF 4.5 59 -24 4.7 -3.5
MOAT VanEck Morningstar Wide Moat ETF 4.5 46 -11 6.2 -2.0
FDMO Fidelity Momentum Factor ETF 4.5 15 20 3.5 -4.7
HLGE Hartford Longevity Economy ETF 4.5 44 -9 6.4 -1.8
QWLD SPDR MSCI World StrategicFactors ETF 4.5 30 5 5.9 -2.3
DIP BTD Capital Fund 4.4 129 -94 6.4 -1.8
QUAL iShares MSCI USA Quality Factor ETF 4.4 15 20 5.2 -3.0
FLDZ RiverNorth Patriot ETF 4.4 75 -40 5.7 -2.5
FLLV Franklin U.S. Low Volatility ETF 4.4 29 6 0.0 -8.2
BPAY BlackRock Future Financial and Technology ETF 4.4 70 -35 8.9 +0.7
USXF iShares ESG Advanced MSCI USA ETF 4.3 10 25 4.8 -3.4
PDP Invesco Dorsey Wright Momentum ETF 4.3 62 -27 3.4 -4.8
SQEW LeaderShares Equity Skew ETF 4.3 81 -46 6.0 -2.2
KRMA Global X Conscious Companies ETF 4.2 43 -8 5.6 -2.6
XLY Consumer Discretionary Select Sector SPDR Fund 4.2 9 26 5.1 -3.1
RPG Invesco S&P 500 Pure Growth ETF 4.2 35 0 3.3 -4.9
USMV iShares MSCI USA Min Vol Factor ETF 4.2 15 20 6.0 -2.2
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 4.2 35 0 6.9 -1.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 4.1 64 -29 2.1 -6.1
DWLD Davis Select Worldwide ETF 4.1 63 -28 5.7 -2.5
SAMT Strategas Macro Thematic Opportunities ETF 4.1 65 -30 4.5 -3.7
YALL God Bless America ETF 4.0 65 -30 3.7 -4.5
SDY SPDR S&P Dividend ETF 4.0 35 0 6.4 -1.8
FDIV MarketDesk Focused U.S. Dividend ETF 4.0 35 0 4.7 -3.5
IEDI iShares U.S. Consumer Focused ETF 4.0 18 17 4.9 -3.3
FFND Future Fund Active ETF 4.0 100 -65 0.2 -8.0
JQUA JPMorgan U.S. Quality Factor ETF 3.9 12 23 5.6 -2.6
GVLU Gotham 1000 Value ETF 3.9 50 -15 7.5 -0.7
DIV Global X SuperDividend US ETF 3.8 45 -10 8.2 -0.0
VEGN US Vegan Climate ETF 3.8 60 -25 4.4 -3.8
PEY Invesco High Yield Equity Dividend Achievers ETF 3.8 52 -17 9.3 +1.2
TIME Clockwise Core Equity & Innovation ETF 3.8 95 -60 1.9 -6.3
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.8 15 20 4.8 -3.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 3.8 10 25 4.9 -3.3
VOOG Vanguard S&P 500 Growth ETF 3.8 10 25 4.2 -4.0
NULG Nuveen ESG Large-Cap Growth ETF 3.7 26 9 4.1 -4.1
BGIG Bahl & Gaynor Income Growth ETF 3.7 45 -10 5.1 -3.1
TTAC FCF US Quality ETF 3.7 59 -24 6.2 -2.0
GDEF Goldman Sachs Defensive Equity ETF 3.7 55 -20 4.4 -3.8
GDVD R3 Global Dividend Growth ETF 3.7 88 -53 5.6 -2.6
IVW iShares S&P 500 Growth ETF 3.7 18 17 4.1 -4.1
SPYG SPDR Portfolio S&P 500 Growth ETF 3.7 4 31 4.2 -4.0
HAIL SPDR S&P Kensho Smart Mobility ETF 3.7 45 -10 -2.1 -10.3
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 3.6 15 20 5.0 -3.2
VFMO Vanguard U.S. Momentum Factor ETF 3.6 13 22 2.7 -5.5
FVD First Trust Value Line Dividend Index Fund 3.6 65 -30 6.3 -1.9
FDIS Fidelity MSCI Consumer Discretionary Index ETF 3.6 8 27 4.9 -3.3
IUSG iShares Core S&P U.S. Growth ETF 3.6 4 31 4.3 -3.9
NULC Nuveen ESG Large-Cap ETF 3.6 21 14 5.2 -3.0
VCR Vanguard Consumer Discretionary ETF 3.5 10 25 4.7 -3.5
VSDA VictoryShares Dividend Accelerator ETF 3.5 35 0 6.1 -2.1
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 3.5 85 -50 8.5 +0.3
SETM Sprott Energy Transition Materials ETF 3.5 65 -30 5.6 -2.6
GMET VanEck Green Metals ETF 3.5 63 -28 10.4 +2.2
DMAT Global X Disruptive Materials ETF 3.5 59 -24 11.3 +3.1
SPRX Spear Alpha ETF 3.5 75 -40 2.9 -5.3
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.5 70 -35 5.0 -3.2
DON WisdomTree U.S. MidCap Dividend Fund 3.5 38 -3 8.6 +0.4
KONG Formidable Fortress ETF 3.5 89 -54 6.3 -1.9
FDLO Fidelity Low Volatility Factor ETF 3.5 15 20 5.4 -2.8
KCE SPDR S&P Capital Markets ETF 3.4 35 0 7.3 -0.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.4 12 23 4.8 -3.4
IMCG iShares Morningstar Mid-Cap Growth ETF 3.4 6 29 4.3 -3.9
FBCG Fidelity Blue Chip Growth ETF 3.3 59 -24 2.2 -6.0
NUMV Nuveen ESG Mid-Cap Value ETF 3.3 31 4 7.4 -0.8
MISL First Trust Indxx Aerospace & Defense ETF 3.3 60 -25 2.9 -5.3
ITA iShares U.S. Aerospace & Defense ETF 3.3 40 -5 2.7 -5.5
XAR SPDR S&P Aerospace & Defense ETF 3.3 35 0 -1.2 -9.4
IYT iShares US Transportation ETF 3.2 40 -5 2.2 -6.0
XTN SPDR S&P Transportation ETF 3.2 35 0 0.8 -7.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 3.2 18 17 6.3 -1.9
LRND IQ U.S. Large Cap R&D Leaders ETF 3.2 14 21 5.8 -2.4
GRPM Invesco S&P MidCap 400 GARP ETF 3.2 35 0 10.2 +2.0
RXI iShares Global Consumer Discretionary ETF 3.2 41 -6 5.6 -2.6
BUZZ VanEck Social Sentiment ETF 3.2 75 -40 -0.3 -8.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 3.2 75 -40 4.4 -3.8
QQQN VictoryShares Nasdaq Next 50 ETF 3.2 18 17 4.5 -3.7
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.2 20 15 5.4 -2.8
NANC Unusual Whales Subversive Democratic Trading ETF 3.1 75 -40 3.5 -4.7
SRHQ SRH U.S. Quality ETF 3.1 35 0 8.0 -0.2
PRAY FIS Christian Stock Fund 3.1 69 -34 5.8 -2.4
DSI iShares MSCI KLD 400 Social ETF 3.1 25 10 4.9 -3.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 3.0 20 15 5.3 -2.9
AIEQ AI Powered Equity ETF 3.0 75 -40 5.9 -2.3
BNE Blue Horizon BNE ETF 3.0 87 -52 4.8 -3.4
QDEF FlexShares Quality Dividend Defensive Index Fund 2.9 37 -2 4.5 -3.7
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 2.8 15 20 6.7 -1.5
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 2.7 60 -25 5.5 -2.7
PSET Principal Quality ETF 2.7 15 20 5.4 -2.8
ABEQ Absolute Select Value ETF 2.7 85 -50 4.8 -3.4
TMFC Motley Fool 100 Index ETF 2.7 50 -15 3.6 -4.6
FDRV Fidelity Electric Vehicles and Future Transportation ETF 2.7 39 -4 -3.5 -11.6
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 2.7 72 -37 2.1 -6.1
TMDV ProShares Russell US Dividend Growers ETF 2.7 35 0 6.7 -1.5
OIH VanEck Oil Services ETF 2.7 35 0 2.2 -6.0
PXJ Invesco Oil & Gas Services ETF 2.7 63 -28 3.0 -5.2
IEZ iShares U.S. Oil Equipment & Services ETF 2.7 40 -5 2.5 -5.7
XES SPDR S&P Oil & Gas Equipment & Services ETF 2.7 35 0 -1.1 -9.3
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 2.7 68 -33 4.3 -3.9
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.6 61 -26 2.3 -5.9
STXG Strive 1000 Growth ETF 2.6 18 17 3.9 -4.3
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.6 27 8 8.4 +0.2
KBWP Invesco KBW Property & Casualty Insurance ETF 2.5 35 0 6.2 -2.0
PWB Invesco Large Cap Growth ETF 2.5 56 -21 3.0 -5.2
QGRW WisdomTree U.S. Quality Growth Fund 2.5 28 7 4.3 -3.9
IFRA iShares U.S. Infrastructure ETF 2.5 30 5 6.4 -1.8
VFMV Vanguard U.S. Minimum Volatility ETF 2.5 13 22 5.3 -2.9
JGRO JPMorgan Active Growth ETF 2.4 44 -9 3.1 -5.1
GURU Global X Guru Index ETF 2.4 75 -40 1.7 -6.5
MOTG VanEck Morningstar Global Wide Moat ETF 2.4 52 -17 5.7 -2.5
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.4 75 -40 3.4 -4.8
CACG ClearBridge All Cap Growth ESG ETF 2.4 54 -19 3.3 -4.9
IPDP Dividend Performers ETF 2.4 122 -87 5.2 -3.0
CHGX AXS Change Finance ESG ETF 2.4 49 -14 4.9 -3.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.4 35 0 5.5 -2.7
ARKQ ARK Autonomous Technology & Robotics ETF 2.3 75 -40 2.1 -6.1
NUMG Nuveen ESG Mid-Cap Growth ETF 2.3 31 4 3.8 -4.4
BECO BlackRock Future Climate and Sustainable Economy ETF 2.3 70 -35 13.3 +5.1
ILCG iShares Morningstar Growth ETF 2.3 4 31 3.8 -4.4
JSTC Adasina Social Justice All Cap Global ETF 2.2 89 -54 4.7 -3.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.2 10 25 4.5 -3.7
NZUS SPDR MSCI USA Climate Paris Aligned ETF 2.2 10 25 4.5 -3.7
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 2.2 106 -71 3.1 -5.1
AGQI First Trust Active Global Quality Income ETF 2.2 85 -50 5.2 -3.0
VUG Vanguard Growth ETF 2.2 4 31 3.8 -4.4
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 2.2 35 0 4.7 -3.5
EGUS iShares ESG Aware MSCI USA Growth ETF 2.2 18 17 4.0 -4.2
RTH VanEck Retail ETF 2.2 35 0 6.0 -2.2
XRT SPDR S&P Retail ETF 2.2 35 0 8.5 +0.3
SPMV Invesco S&P 500 Minimum Variance ETF 2.2 10 25 5.4 -2.8
SCHG Schwab U.S. Large-Cap Growth ETF 2.2 4 31 4.0 -4.2
XMHQ Invesco S&P MidCap Quality ETF 2.2 25 10 7.2 -1.0
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.1 49 -14 4.5 -3.7
SSPX Janus Henderson U.S. Sustainable Equity ETF 2.1 55 -20 3.7 -4.5
SCHM Schwab U.S. Mid-Cap ETF 2.0 4 31 6.4 -1.8
CRUZ Defiance Hotel Airline and Cruise ETF 2.0 45 -10 -5.1 -13.3
JETS U.S. Global Jets ETF 2.0 60 -25 -17.1 -25.3
IWY iShares Russell Top 200 Growth ETF 2.0 20 15 4.5 -3.7
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 2.0 58 -23 4.4 -3.8
IWF iShares Russell 1000 Growth ETF 2.0 19 16 4.4 -3.8
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 2.0 25 10 5.4 -2.8
VONG Vanguard Russell 1000 Growth ETF 2.0 8 27 4.5 -3.7
FTRI First Trust Indxx Global Natural Resources Income ETF 2.0 70 -35 11.3 +3.1
SPLV Invesco S&P 500 Low Volatility ETF 2.0 25 10 5.3 -2.9
RAYD Rayliant Quantitative Developed Market Equity ETF 1.9 80 -45 4.2 -4.0
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.9 60 -25 6.3 -1.9
ROBO ROBO Global Robotics & Automation Index ETF 1.9 95 -60 2.7 -5.5
HOMZ Hoya Capital Housing ETF 1.9 30 5 8.0 -0.2
LNGG Roundhill Alerian LNG ETF 1.9 65 -30 8.1 -0.1
ACWV iShares MSCI Global Min Vol Factor ETF 1.9 20 15 6.6 -1.6
ALTL Pacer Lunt Large Cap Alternator ETF 1.9 60 -25 5.1 -3.1
LRGE ClearBridge Large Cap Growth ESG ETF 1.9 59 -24 3.2 -5.0
XMMO Invesco S&P MidCap Momentum ETF 1.9 34 1 5.3 -2.9
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 1.9 58 -23 4.7 -3.5
ZSB USCF Sustainable Battery Metals Strategy Fund 1.9 61 -26 16.3 +8.1
ION ProShares S&P Global Core Battery Metals ETF 1.9 58 -23 12.2 +4.0
ACES ALPS Clean Energy ETF 1.9 55 -20 -4.4 -12.6
LITP Sprott Lithium Miners ETF 1.9 65 -30 13.8 +5.6
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 1.9 58 -23 0.2 -8.0
REMX VanEck Rare Earth/Strategic Metals ETF 1.9 54 -19 12.0 +3.8
LIT Global X Lithium & Battery Tech ETF 1.9 75 -40 12.9 +4.7
GSFP Goldman Sachs Future Planet Equity ETF 1.9 75 -40 4.4 -3.8
XMVM Invesco S&P MidCap Value with Momentum ETF 1.8 39 -4 11.0 +2.8
OALC OneAscent Large Cap Core ETF 1.8 86 -51 5.7 -2.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.8 30 5 7.6 -0.6
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.8 40 -5 6.9 -1.3
BATT Amplify Lithium & Battery Technology ETF 1.8 59 -24 -0.8 -9.0
STXD Strive 1000 Dividend Growth ETF 1.8 35 0 5.0 -3.2
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 1.8 12 23 5.7 -2.5
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.8 15 20 6.3 -1.9
QLV FlexShares US Quality Low Volatility Index Fund 1.8 22 13 5.0 -3.2
MBCC Monarch Blue Chips Core ETF 1.8 125 -90 3.2 -5.0
FAN First Trust Global Wind Energy ETF 1.8 60 -25 4.9 -3.3
POWA Invesco Bloomberg Pricing Power ETF 1.8 40 -5 5.0 -3.2
TOLL Tema Monopolies and Oligopolies ETF 1.8 75 -40 2.7 -5.5
WCEO Hypatia Women CEO ETF 1.7 85 -50 5.1 -3.1
PRN Invesco Dorsey Wright Industrials Momentum ETF 1.7 60 -25 4.7 -3.5
CGGO Capital Group Global Growth Equity ETF 1.7 47 -12 4.1 -4.1
PRNT 3D Printing ETF 1.7 66 -31 -3.4 -11.6
CVAR Cultivar ETF 1.7 87 -52 7.1 -1.1
WRND IQ Global Equity R&D Leaders ETF 1.7 18 17 6.8 -1.4
SFYF SoFi Social 50 ETF 1.7 29 6 -2.8 -11.0
IWP iShares Russell Mid-Cap Growth ETF 1.7 23 12 3.9 -4.3
MGK Vanguard Mega Cap Growth ETF 1.7 7 28 3.9 -4.3
COPX Global X Copper Miners ETF 1.7 65 -30 7.5 -0.7
SAGP Strategas Global Policy Opportunities ETF 1.7 65 -30 4.5 -3.7
AFMC First Trust Active Factor Mid Cap ETF 1.7 65 -30 7.5 -0.7
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.7 65 -30 3.4 -4.8
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 1.7 75 -40 5.8 -2.4
MOTE VanEck Morningstar ESG Moat ETF 1.6 49 -14 5.2 -3.0
RSHO Tema American Reshoring ETF 1.6 75 -40 3.7 -4.5
HYDR Global X Hydrogen ETF 1.6 50 -15 -11.1 -19.3
CNRG SPDR S&P Kensho Clean Power ETF 1.6 45 -10 -6.9 -15.1
FIXT Procure Disaster Recovery Strategy ETF 1.6 75 -40 5.9 -2.3
IJK iShares S&P Mid-Cap 400 Growth ETF 1.6 17 18 5.8 -2.4
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.6 15 20 5.8 -2.4
CZA Invesco Zacks Mid-Cap ETF 1.6 72 -37 6.5 -1.7
CARZ First Trust NASDAQ Global Auto Index Fund 1.5 70 -35 2.5 -5.7
SHLD Global X Defense Tech ETF 1.5 50 -15 5.2 -3.0
FITE SPDR S&P Kensho Future Security ETF 1.5 45 -10 3.0 -5.2
ROKT SPDR S&P Kensho Final Frontiers ETF 1.5 45 -10 -0.6 -8.8
QTUM Defiance Quantum ETF 1.5 40 -5 3.8 -4.4
UFO Procure Space ETF 1.5 75 -40 -3.9 -12.1
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.5 52 -17 7.0 -1.2
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 1.5 15 20 7.0 -1.2
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.4 56 -21 14.0 +5.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.4 4 31 6.1 -2.1
PBW Invesco WilderHill Clean Energy ETF 1.4 66 -31 -16.9 -25.1
DRIV Global X Autonomous & Electric Vehicles ETF 1.4 68 -33 3.1 -5.1
DSMC Distillate Small/Mid Cash Flow ETF 1.4 55 -20 12.0 +3.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.4 15 20 5.8 -2.4
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 1.3 45 -10 5.9 -2.3
KOMP SPDR S&P Kensho New Economies Composite ETF 1.3 20 15 2.0 -6.2
ANEW ProShares MSCI Transformational Changes ETF 1.3 45 -10 3.1 -5.1
TEMP JPMorgan Climate Change Solutions ETF 1.3 49 -14 4.4 -3.8
ARKX ARK Space Exploration & Innovation ETF 1.3 75 -40 2.2 -6.0
KROP Global X AgTech & Food Innovation ETF 1.3 50 -15 5.0 -3.2
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.3 79 -44 5.6 -2.6
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.3 45 -10 4.4 -3.8
MVPS Amplify Thematic All-Stars ETF 1.3 49 -14 2.6 -5.6
RWK Invesco S&P MidCap 400 Revenue ETF 1.2 39 -4 8.6 +0.4
BUYZ Franklin Disruptive Commerce ETF 1.2 50 -15 2.1 -6.1
GGRW Gabelli Growth Innovators ETF 1.2 90 -55 2.1 -6.1
ISHP First Trust Nasdaq Retail ETF 1.2 60 -25 3.1 -5.1
OND ProShares On-Demand ETF 1.2 58 -23 -2.4 -10.6
NBDS Neuberger Berman Disrupters ETF 1.2 55 -20 1.8 -6.4
OGIG ALPS O'Shares Global Internet Giants ETF 1.2 48 -13 0.5 -7.7
FPX First Trust US Equity Opportunities ETF 1.2 61 -26 0.7 -7.5
AIQ Global X Artificial Intelligence & Technology ETF 1.2 68 -33 3.7 -4.5
MILN Global X Millennial Consumer ETF 1.2 50 -15 2.9 -5.3
PNQI Invesco NASDAQ Internet ETF 1.2 60 -25 2.5 -5.7
XNTK SPDR NYSE Technology ETF 1.2 35 0 3.6 -4.6
AWAY ETFMG Travel Tech ETF 1.2 76 -41 -4.3 -12.5
DFNV Donoghue Forlines Innovation ETF 1.2 69 -34 4.7 -3.5
IBUY Amplify Online Retail ETF 1.2 65 -30 1.5 -6.7
GINN Goldman Sachs Innovate Equity ETF 1.2 52 -17 2.5 -5.7
KBWD Invesco KBW High Dividend Yield Financial ETF 1.2 384 -349 8.4 +0.2
WDIV SPDR S&P Global Dividend ETF 1.1 40 -5 10.0 +1.8
DTEC ALPS Disruptive Technologies ETF 1.1 50 -15 3.2 -5.0
WDNA WisdomTree BioRevolution Fund 1.1 45 -10 -3.7 -11.9
VBR Vanguard Small Cap Value ETF 1.1 7 28 8.3 +0.1
ETHO Etho Climate Leadership U.S. ETF 1.0 47 -12 3.7 -4.5
MEM Matthews Emerging Markets Equity Active ETF 1.0 79 -44 5.6 -2.6
TRFM AAM Transformers ETF 1.0 49 -14 1.1 -7.1
KLDW Knowledge Leaders Developed World ETF 1.0 75 -40 4.7 -3.5
XT iShares Exponential Technologies ETF 1.0 46 -11 3.8 -4.4
EATZ AdvisorShares Restaurant ETF 1.0 101 -66 2.7 -5.5
RUNN Running Oak Efficient Growth ETF 1.0 58 -23 4.8 -3.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.0 60 -25 5.9 -2.3
PEJ Invesco Leisure and Entertainment ETF 0.9 58 -23 0.5 -7.7
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 0.9 40 -5 8.4 +0.2
XLC Communication Services Select Sector SPDR Fund 0.9 9 26 6.5 -1.7
XJH iShares ESG Screened S&P Mid-Cap ETF 0.9 12 23 6.8 -1.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.9 15 20 7.1 -1.1
SIXL ETC 6 Meridian Low Beta Equity ETF 0.9 80 -45 5.1 -3.1
LCLG Logan Capital Broad Innovative Growth ETF 0.9 99 -64 4.6 -3.6
MDY SPDR S&P Midcap 400 ETF Trust 0.8 23 12 6.7 -1.5
CLNR IQ Cleaner Transport ETF 0.8 45 -10 7.8 -0.4
MOTO SmartETFs Smart Transportation & Technology ETF 0.8 68 -33 6.1 -2.1
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 0.8 79 -44 4.7 -3.5
IDRV iShares Self-driving EV & Tech ETF 0.8 47 -12 -0.2 -8.4
ACTV LeaderShares Activist Leaders ETF 0.8 75 -40 8.4 +0.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.8 65 -30 1.5 -6.7
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.8 3 32 6.9 -1.3
IJH iShares Core S&P Mid-Cap ETF 0.8 5 30 6.9 -1.3
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.8 45 -10 1.3 -6.9
ONEQ Fidelity Nasdaq Composite Index ETF 0.8 21 14 3.5 -4.7
VOX Vanguard Communication Services ETF 0.8 10 25 4.9 -3.3
IVOO Vanguard S&P Mid-Cap 400 ETF 0.8 10 25 6.8 -1.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.7 24 11 7.7 -0.5
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.7 61 -26 -1.5 -9.7
INNO Harbor Disruptive Innovation ETF 0.7 75 -40 -3.5 -11.7
FNK First Trust Mid Cap Value AlphaDEX Fund 0.7 70 -35 11.0 +2.8
FSMD Fidelity Small-Mid Multifactor ETF 0.7 15 20 7.6 -0.6
TMFX Motley Fool Next Index ETF 0.7 50 -15 3.2 -5.0
QQQM Invesco NASDAQ 100 ETF 0.6 15 20 4.3 -3.9
QQQ Invesco QQQ Trust Series I 0.6 20 15 4.2 -4.0
VXF Vanguard Extended Market ETF 0.6 6 29 4.2 -4.0
FCOM Fidelity MSCI Communication Services Index ETF 0.6 8 27 4.6 -3.6
VB Vanguard Small-Cap ETF 0.6 5 30 5.4 -2.8
LVOL American Century Low Volatility ETF 0.6 29 6 5.2 -3.0
QQMG Invesco ESG NASDAQ 100 ETF 0.6 20 15 4.3 -3.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.5 7 28 5.7 -2.5
SMLF iShares U.S. SmallCap Equity Factor ETF 0.5 15 20 5.9 -2.3
SMMD iShares Russell 2500 ETF 0.5 15 20 6.1 -2.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.5 80 -45 6.6 -1.6
FFTY Innovator IBD 50 ETF 0.5 80 -45 -0.2 -8.3
IBLC iShares Blockchain and Tech ETF 0.4 47 -12 -0.8 -9.0
IETC iShares U.S. Tech Independence Focused ETF 0.4 18 17 4.1 -4.1
DFAT Dimensional U.S. Targeted Value ETF 0.4 28 7 8.4 +0.3
FNX First Trust Mid Cap Core AlphaDEX Fund 0.3 60 -25 7.1 -1.1
IQM Franklin Intelligent Machines ETF 0.3 50 -15 2.7 -5.5
AOTG AOT Growth and Innovation ETF 0.3 75 -40 2.9 -5.3
SMDY Syntax Stratified MidCap ETF 0.3 35 0 6.1 -2.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.3 15 20 7.3 -0.9
FNDA Schwab Fundamental US Small Co. Index ETF 0.3 25 10 6.8 -1.4
IXP iShares Global Comm Services ETF 0.2 42 -7 5.1 -3.1
AMZA InfraCap MLP ETF 0.2 164 -129 3.9 -4.3
SFYX SoFi Next 500 ETF 0.2 0 35 5.0 -3.2
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.1 50 -15 4.4 -3.8
TEQI T. Rowe Price Equity Income ETF 0.1 54 -19 4.1 -4.1
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 -15 4.8 -3.4
TGRW T. Rowe Price Growth Stock ETF 0.0 52 -17 3.8 -4.4
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 -22 3.2 -5.0
ARB AltShares Merger Arbitrage ETF -0.1 77 -42 -0.1 -8.3

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
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
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
ProShares Equities for Rising Rates ETF
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

SPECULATIVE

Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 15.4 %
Divided by: Fwd. P/BV 1.8 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 8.2 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.64 CATEGORY
AVERAGE
1.57
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.