ProShares Equities for Rising Rates ETF
ALTAR
Score™		 9.5% info Recommen-
dation		 OVERWEIGHT
2023E    2024E
P/E
ratio		 10.0x P/Sales
ratio		 1.3x
P/BV
ratio		 1.5x Div.
yield		 2.9%


  • 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) $28
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 50
Wgt avg mkt cap (mns) $50,122
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
MARATHON PETROLEUM 3.8 %
OVINTIV INC 3.6 %
VALERO ENERGY CORP 3.5 %
SCHLUMBERGER LTD 3.4 %
DIAMONDBACK ENERGY INC 3.4 %
MARATHON OIL CORP 3.4 %
HESS CORP 3.3 %
EOG RESOURCES, INC. 3.2 %
PIONEER NATURAL RESOURCES CO 3.2 %
DEVON ENERGY CORPORATION 2.9 %
Total 33.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 97.8 %
BRITAIN 2.0 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru September 30)
Year-to-date 1 year 5 years 10 years Since Incep.
1.7% 20.0% 2.8% -- 6.2%

Market Correlations
versus... Beta R-squared
S&P500 1.18 57%
MSCI EAFE 1.23 65%
MSCI Emg. Mkts. 0.89 32%

Technical Indicators
Recent close $48.93
30d moving avg. $51.83
Annualized volatility 28.2%
Short interest (ETF) 0.5%
Short interest (Underlying) 2.1%
Relative strength (RSI) 45

Liquidity measures
Avg. volume (thou.) 3
Turnover 0.5%
Bid/Ask (% of price) 0.14%
ADV underlying (mns) $13,107

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 709 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™: 9.5%


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
(%)
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 32.9 60 -25 9.7 +0.3
RSPG Invesco S&P 500 Equal Weight Energy ETF 30.1 40 -5 7.1 -2.4
FXN First Trust Energy AlphaDEX Fund 28.2 61 -26 5.1 -4.4
IEO iShares U.S. Oil & Gas Exploration & Production ETF 27.7 40 -5 9.6 +0.2
FTXN First Trust Nasdaq Oil & Gas ETF 27.6 60 -25 6.9 -2.5
XLE Energy Select Sector SPDR Fund 25.4 10 25 6.8 -2.7
SPGP Invesco S&P 500 GARP ETF 23.6 36 -1 9.5 +0.1
IYE iShares U.S. Energy ETF 23.6 39 -4 6.2 -3.2
FCG First Trust Natural Gas ETF 22.1 60 -25 8.9 -0.6
SPVU Invesco S&P 500 Enhanced Value ETF 22.0 13 22 11.8 +2.4
XOP SPDR S&P Oil & Gas Exploration & Production ETF 21.7 35 0 9.8 +0.3
SPVM Invesco S&P 500 Value with Momentum ETF 21.4 39 -4 9.8 +0.3
DRLL Strive U.S. Energy ETF 21.3 41 -6 6.2 -3.3
FENY Fidelity MSCI Energy Index ETF 21.3 8 27 6.4 -3.0
IGE iShares North American Natural Resources ETF 21.3 41 -6 6.5 -3.0
COWZ Pacer US Cash Cows 100 ETF 21.2 49 -14 12.2 +2.7
VDE Vanguard Energy Index Fund 21.1 10 25 6.4 -3.0
RDVY First Trust Rising Dividend Achievers ETF 20.2 50 -15 10.6 +1.1
FTA First Trust Large Cap Value AlphaDEX Fund 19.9 59 -24 10.8 +1.3
RPG Invesco S&P 500 Pure Growth ETF 19.7 35 0 8.2 -1.2
FXZ First Trust Materials AlphaDEX Fund 19.3 61 -26 12.6 +3.2
BUL Pacer US Cash Cows Growth ETF 19.3 60 -25 10.6 +1.1
ONEY SPDR Russell 1000 Yield Focus ETF 18.1 20 15 12.0 +2.6
PXI Invesco DWA Energy Momentum ETF 18.0 60 -25 4.7 -4.8
KBWB Invesco KBW Bank ETF 17.9 35 0 12.4 +2.9
IYM iShares U.S. Basic Materials ETF 17.8 39 -4 8.1 -1.4
QDIV Global X S&P 500 Quality Dividend ETF 17.3 20 15 10.2 +0.8
PXE Invesco Dynamic Energy Exploration & Production ETF 17.1 63 -28 12.4 +3.0
RSPF Invesco S&P 500 Equal Weight Financials ETF 16.3 40 -5 9.0 -0.5
NANR SPDR S&P North American Natural Resources ETF 16.2 35 0 6.8 -2.6
FEX First Trust Large Cap Core AlphaDEX Fund 16.2 59 -24 7.5 -2.0
MAGA Point Bridge GOP Stock Tracker ETF 16.2 72 -37 7.3 -2.2
IXC iShares Global Energy ETF 15.9 44 -9 7.7 -1.8
RSPM Invesco S&P 500 Equal Weight Materials ETF 15.6 40 -5 9.0 -0.5
SYLD Cambria Shareholder Yield ETF 15.5 59 -24 13.1 +3.6
FTXO First Trust Nasdaq Bank ETF 14.1 60 -25 13.6 +4.1
VAW Vanguard Materials Index Fund 14.0 10 25 7.3 -2.1
FMAT Fidelity MSCI Materials Index ETF 14.0 8 27 7.5 -1.9
FTC First Trust Large Cap Growth AlphaDEX Fund 13.9 59 -24 4.4 -5.0
JOET Virtus Terranova US Quality Momentum ETF 13.8 29 6 6.5 -3.0
LSAF LeaderShares AlphaFactor US Core Equity ETF 13.7 75 -40 8.7 -0.8
XLB Materials Select Sector SPDR Fund 13.7 10 25 6.5 -2.9
DFLV Dimensional US Large Cap Value ETF 13.6 22 13 9.4 -0.1
RPV Invesco S&P 500 Pure Value ETF 13.3 35 0 12.7 +3.3
NVIR Horizon Kinetics Energy and Remediation ETF 13.3 85 -50 0.4 -9.1
USVT US Value ETF 13.2 49 -14 13.6 +4.2
SPDV AAM S&P 500 High Dividend Value ETF 13.2 29 6 12.7 +3.2
AVLV Avantis U.S. Large Cap Value ETF 13.2 15 20 9.4 -0.1
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 13.1 35 0 10.1 +0.6
FILL iShares MSCI Global Energy Producers ETF 13.0 39 -4 8.4 -1.0
PYZ Invesco DWA Basic Materials Momentum ETF 12.9 60 -25 10.2 +0.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 12.9 65 -30 4.7 -4.7
JAVA JPMorgan Active Value ETF 12.5 44 -9 7.6 -1.9
DFNL Davis Select Financial ETF 12.4 63 -28 9.3 -0.1
PKW Invesco Buyback Achievers ETF 12.2 64 -29 9.5 +0.1
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 12.1 20 15 8.3 -1.1
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 12.1 69 -34 9.7 +0.2
PY Principal Shareholder Yield Index ETF 12.0 15 20 8.9 -0.5
EQWL Invesco Russell Top 200 Equal Weight ETF 12.0 25 10 7.7 -1.7
IAT iShares U.S. Regional Banks ETF 12.0 40 -5 13.7 +4.3
VLUE iShares MSCI USA Value Factor ETF 12.0 15 20 12.5 +3.0
PWV Invesco Dynamic Large Cap Value ETF 11.8 58 -23 10.0 +0.5
FTGS First Trust Growth Strength ETF 11.8 60 -25 8.0 -1.4
MBOX Freedom Day Dividend ETF 11.7 39 -4 9.4 -0.1
IYG iShares US Financial Services ETF 11.7 39 -4 7.4 -2.1
DFUV Dimensional US Marketwide Value ETF 11.6 22 13 9.0 -0.5
STXV Strive 1000 Value ETF 11.5 18 17 9.2 -0.2
KBE SPDR S&P Bank ETF 11.4 35 0 13.8 +4.3
NDIV Amplify Natural Resources Dividend Income ETF 11.4 59 -24 10.2 +0.7
BIBL Inspire ETF 11.4 35 0 5.8 -3.6
XLF Financial Select Sector SPDR Fund 11.4 10 25 7.4 -2.0
WTV WisdomTree US Value Fund 11.3 12 23 11.0 +1.6
DVY iShares Select Dividend ETF 11.0 38 -3 10.8 +1.3
VFH Vanguard Financials Index Fund 11.0 10 25 8.1 -1.4
FNCL Fidelity MSCI Financials Index ETF 11.0 8 27 8.1 -1.4
IWX iShares Russell Top 200 Value ETF 10.8 20 15 7.6 -1.9
TPHD Timothy Plan High Dividend Stock ETF 10.8 52 -17 7.3 -2.2
TPHE Timothy Plan High Dividend Stock Enhanced ETF 10.8 54 -19 7.3 -2.2
BMVP Invesco Bloomberg MVP Multi-Factor ETF 10.7 29 6 9.4 -0.1
RDIV Invesco S&P Ultra Dividend Revenue ETF 10.7 39 -4 13.9 +4.4
RSPN Invesco S&P 500 Equal Weight Industrials ETF 10.6 40 -5 4.9 -4.5
VFVA Vanguard U.S. Value Factor ETF 10.4 13 22 12.1 +2.7
SPYD SPDR S&P 500 High Dividend ETF 10.4 7 28 11.9 +2.5
IYF iShares U.S. Financials ETF 10.3 39 -4 8.0 -1.4
RWL Invesco S&P 500 Revenue ETF 10.1 39 -4 7.9 -1.6
ONEO SPDR Russell 1000 Momentum Focus ETF 10.0 20 15 8.3 -1.2
FDVV Fidelity Core Dividend ETF 9.9 29 6 9.9 +0.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 9.9 20 15 7.7 -1.8
IMCV iShares Morningstar Mid-Cap Value ETF 9.9 6 29 9.5 +0.1
VTV Vanguard Value Index Fund 9.9 4 31 8.1 -1.3
REVS Columbia Research Enhanced Value ETF 9.9 19 16 9.0 -0.4
DIVB iShares Core Dividend 9.8 5 30 9.4 -0.1
MGV Vanguard Mega Cap Value ETF 9.8 7 28 7.9 -1.6
FAB First Trust Multi Cap Value AlphaDEX Fund 9.8 67 -32 11.8 +2.3
DIVY Sound Equity Income ETF 9.8 45 -10 11.2 +1.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 9.7 9 26 7.4 -2.1
KRE SPDR S&P Regional Banking ETF 9.6 35 0 12.5 +3.1
VLU SPDR S&P 1500 Value Tilt ETF 9.6 12 23 8.6 -0.9
FUNL CornerCap Fundametrics Large-Cap ETF 9.6 50 -15 8.3 -1.1
SPMO Invesco S&P 500 Momentum ETF 9.5 13 22 5.1 -4.4
FXO First Trust Financials AlphaDEX Fund 9.5 62 -27 12.6 +3.1
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 9.5 30 5 9.5 +0.0
VONV Vanguard Russell 1000 Value Index Fund 9.5 8 27 7.9 -1.6
IWD iShares Russell 1000 Value ETF 9.5 19 16 7.8 -1.7
VOT Vanguard Mid-Cap Growth Index Fund 9.5 7 28 5.3 -4.2
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 9.4 96 -61 5.2 -4.3
EVUS iShares ESG Aware MSCI USA Value ETF 9.3 18 17 8.2 -1.3
HAP VanEck Natural Resources ETF 9.3 50 -15 8.3 -1.2
BRNY Burney U.S. Factor Rotation ETF 9.3 79 -44 7.0 -2.4
VYM Vanguard High Dividend Yield Index ETF 9.2 6 29 8.6 -0.9
RSP Invesco S&P 500 Equal Weight ETF 9.2 20 15 7.5 -2.0
GNR SPDR S&P Global Natural Resources ETF 9.1 40 -5 9.3 -0.1
FDL First Trust Morningstar Dividend Leaders Index Fund 9.1 45 -10 12.1 +2.6
XLI Industrial Select Sector SPDR Fund 9.0 10 25 5.8 -3.7
ICAP InfraCap Equity Income Fund ETF 9.0 171 -136 7.9 -1.5
FCPI Fidelity Stocks for Inflation ETF 8.9 29 6 9.8 +0.4
YALL God Bless America ETF 8.9 65 -30 4.0 -5.5
FVAL Fidelity Value Factor ETF 8.8 29 6 8.7 -0.8
IYJ iShares U.S. Industrials ETF 8.7 39 -4 6.0 -3.5
FMIL Fidelity New Millennium ETF 8.7 59 -24 4.9 -4.6
ONEV SPDR Russell 1000 Low Volatility Focus ETF 8.7 20 15 9.2 -0.2
PEXL Pacer US Export Leaders ETF 8.6 60 -25 5.8 -3.7
ILCV iShares Morningstar Value ETF 8.6 4 31 8.0 -1.4
QVAL Alpha Architect U.S. Quantitative Value ETF 8.6 39 -4 11.9 +2.4
SDOG ALPS Sector Dividend Dogs ETF 8.6 36 -1 12.5 +3.0
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 8.6 17 18 8.4 -1.1
QLC FlexShares US Quality Large Cap Index Fund 8.6 25 10 6.6 -2.9
VOOV Vanguard S&P 500 Value ETF 8.5 10 25 6.9 -2.6
EPS WisdomTree U.S. Earnings 500 Fund 8.5 8 27 7.6 -1.9
SCHV Schwab U.S. Large-Cap Value ETF 8.5 4 31 7.8 -1.6
VO Vanguard Mid-Cap Index Fund 8.5 4 31 7.0 -2.4
RNDV US Equity Dividend Select ETF 8.5 50 -15 10.5 +1.0
NUMV Nuveen ESG Mid-Cap Value ETF 8.5 31 4 9.1 -0.4
CFA VictoryShares US 500 Volatility Weighted Index ETF 8.5 35 0 7.1 -2.3
IVE iShares S&P 500 Value ETF 8.4 18 17 6.8 -2.7
WBIY WBI Power Factor High Dividend ETF 8.4 70 -35 14.2 +4.7
FNDX Schwab Fundamental U.S. Large Co. Index ETF 8.4 25 10 8.1 -1.3
SPYV SPDR Portfolio S&P 500 Value ETF 8.4 4 31 6.9 -2.5
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 8.4 36 -1 7.1 -2.3
SHE SPDR SSGA Gender Diversity Index ETF 8.4 20 15 6.1 -3.3
RBLD First Trust Alerian US NextGen Infrastructure ETF 8.3 65 -30 6.0 -3.5
RUFF Alpha Dog ETF 8.3 94 -59 5.1 -4.4
VFMF Vanguard U.S. Multifactor ETF 8.3 18 17 9.9 +0.5
SIZE iShares MSCI USA Size Factor ETF 8.3 15 20 7.2 -2.3
SFY SoFi Select 500 ETF 8.2 0 35 5.9 -3.5
IXG iShares Global Financials ETF 8.2 42 -7 7.9 -1.5
RECS Columbia Research Enhanced Core ETF 8.2 15 20 6.9 -2.5
DLN WisdomTree U.S. LargeCap Dividend Fund 8.1 28 7 7.4 -2.0
RNLC Large Cap US Equity Select ETF 8.1 60 -25 7.8 -1.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 8.1 29 6 7.9 -1.5
SCHD Schwab U.S. Dividend Equity ETF 8.1 6 29 9.8 +0.4
SPXT ProShares S&P 500 Ex-Technology ETF 8.0 9 26 6.6 -2.9
GURU Global X Guru Index ETF 8.0 75 -40 5.2 -4.2
DVND Touchstone Dividend Select ETF 8.0 67 -32 7.3 -2.2
DBLV AdvisorShares DoubleLine Value Equity ETF 8.0 91 -56 9.1 -0.3
CGDV Capital Group Dividend Value ETF 8.0 33 2 6.8 -2.6
IUSV iShares Core S&P U.S. Value ETF 7.9 4 31 7.1 -2.4
DEIF Sterling Capital Diverse Multi-Manager Active ETF 7.9 65 -30 5.8 -3.7
PRF Invesco FTSE RAFI US 1000 ETF 7.9 39 -4 8.0 -1.5
VIS Vanguard Industrials Index Fund 7.9 10 25 5.5 -4.0
MXI iShares Global Materials ETF 7.9 41 -6 7.2 -2.3
TPLC Timothy Plan US Large Cap Core ETF 7.9 52 -17 6.8 -2.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 7.9 58 -23 6.8 -2.7
FNDB Schwab Fundamental U.S. Broad Market Index ETF 7.8 25 10 8.1 -1.4
EUSA iShares MSCI USA Equal Weighted ETF 7.8 9 26 7.3 -2.1
YPS Arrow Reverse Cap 500 ETF 7.8 29 6 8.1 -1.4
PAVE Global X U.S. Infrastructure Development ETF 7.8 47 -12 7.0 -2.5
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 7.7 29 6 7.8 -1.7
AVUS Avantis U.S. Equity ETF 7.7 15 20 7.1 -2.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 7.6 18 17 9.1 -0.4
IMCB iShares Morningstar Mid-Cap ETF 7.6 4 31 7.2 -2.3
SIXA 6 Meridian Mega Cap Equity ETF 7.6 80 -45 7.8 -1.7
VOE Vanguard Mid-Cap Value Index Fund 7.6 7 28 8.9 -0.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 7.5 4 31 7.2 -2.2
AFLG First Trust Active Factor Large Cap ETF 7.5 55 -20 7.4 -2.1
ZIG The Acquirers Fund 7.5 84 -49 19.5 +10.0
IUS Invesco Strategic US ETF 7.5 19 16 8.4 -1.1
DVLU First Trust Dorsey Wright Momentum & Value ETF 7.5 60 -25 11.7 +2.3
RFFC RiverFront Dynamic US Flex-Cap ETF 7.5 48 -13 5.7 -3.8
DIVD Altrius Global Dividend ETF 7.4 49 -14 11.0 +1.6
DTD WisdomTree U.S.Total Dividend Fund 7.4 28 7 7.8 -1.6
ECML Euclidean Fundamental Value ETF 7.4 95 -60 15.5 +6.1
JRNY ALPS Global Travel Beneficiaries ETF 7.4 65 -30 0.6 -8.8
SNPV Xtrackers S&P ESG Value ETF 7.4 15 20 7.0 -2.4
JHML John Hancock Multifactor Large Cap ETF 7.4 29 6 6.7 -2.8
AIEQ AI Powered Equity ETF 7.3 75 -40 8.4 -1.0
JMOM JPMorgan U.S. Momentum Factor ETF 7.3 12 23 6.1 -3.4
JZRO Janus Henderson Net Zero Transition Resources ETF 7.3 61 -26 8.5 -0.9
CRAK VanEck Oil Refiners ETF 7.3 61 -26 11.6 +2.1
SSPY Syntax Stratified LargeCap ETF 7.3 30 5 7.8 -1.6
BFOR Barron's 400 ETF 7.3 65 -30 8.3 -1.2
KRUZ Unusual Whales Subversive Republican Trading ETF 7.2 75 -40 5.0 -4.5
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 7.2 46 -11 9.0 -0.5
FIDU Fidelity MSCI Industrials Index ETF 7.2 8 27 5.7 -3.8
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 7.1 15 20 6.7 -2.7
IWS iShares Russell Mid-Cap Value ETF 7.1 23 12 8.1 -1.4
CVY Invesco Zacks Multi-Asset Income ETF 7.1 100 -65 12.9 +3.4
GCOW Pacer Global High Dividend ETF 7.1 60 -25 13.7 +4.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 7.0 63 -28 3.4 -6.0
JVAL JPMorgan U.S. Value Factor ETF 7.0 12 23 9.9 +0.4
EQUL IQ Engender Equality ETF 7.0 45 -10 6.7 -2.7
DUSA Davis Select U.S. Equity ETF 7.0 61 -26 9.1 -0.4
MOAT VanEck Morningstar Wide Moat ETF 7.0 46 -11 6.9 -2.6
DUHP Dimensional US High Profitability ETF 7.0 21 14 8.4 -1.1
NUDV Nuveen ESG Dividend ETF 6.9 26 9 8.7 -0.8
EXI iShares Global Industrials ETF 6.9 42 -7 5.5 -3.9
RYJ Invesco Raymond James SB-1 Equity ETF 6.9 81 -46 4.2 -5.3
HDV iShares Core High Dividend ETF 6.8 8 27 9.3 -0.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 6.8 19 16 7.4 -2.1
DHS WisdomTree U.S. High Dividend Fund 6.8 38 -3 10.4 +1.0
FDRR Fidelity Dividend ETF for Rising Rates 6.8 29 6 8.9 -0.5
FXD First Trust Consumer Discretionary AlphaDEX Fund 6.8 61 -26 5.8 -3.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 6.7 24 11 9.5 +0.1
SPXV ProShares S&P 500 Ex-Health Care ETF 6.7 9 26 5.8 -3.6
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 6.7 15 20 12.6 +3.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 6.7 9 26 6.9 -2.5
ACVF American Conservative Values ETF 6.6 75 -40 5.4 -4.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 6.6 38 -3 8.8 -0.7
ITAN Sparkline Intangible Value ETF 6.5 50 -15 7.4 -2.1
WLDR Affinity World Leaders Equity ETF 6.5 67 -32 9.3 -0.2
IVEG iShares Emergent Food and AgTech Multisector ETF 6.5 47 -12 8.7 -0.8
HAPI Harbor Corporate Culture ETF 6.5 36 -1 5.7 -3.8
JHMM John Hancock Multifactor Mid Cap ETF 6.5 41 -6 7.9 -1.6
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 6.4 40 -5 5.4 -4.1
GVLU Gotham 1000 Value ETF 6.4 50 -15 10.0 +0.6
BLES Inspire Global Hope Large Cap ETF 6.3 61 -26 6.9 -2.6
ACSI American Customer Satisfaction Core Alpha ETF 6.3 65 -30 6.5 -3.0
QGRO American Century STOXX U.S. Quality Growth ETF 6.3 29 6 6.5 -3.0
ZECP Zacks Earnings Consistent Portfolio ETF 6.3 55 -20 6.1 -3.4
WKLY SoFi Weekly Dividend ETF 6.3 49 -14 8.3 -1.1
FLDZ RiverNorth Volition America Patriot ETF 6.3 75 -40 6.7 -2.7
KOCG FIS Knights of Columbus Global Belief ETF 6.3 75 -40 5.6 -3.9
ESGU iShares MSCI USA ESG Optimized ETF 6.3 15 20 6.1 -3.3
VRAI Virtus Real Asset Income ETF 6.2 55 -20 9.4 -0.0
ALTL Pacer Lunt Large Cap Alternator ETF 6.2 60 -25 6.0 -3.4
SPHB Invesco S&P 500 High Beta ETF 6.2 25 10 6.4 -3.1
EQAL Invesco Russell 1000 Equal Weight ETF 6.2 20 15 7.6 -1.9
ADME Aptus Drawdown Managed Equity ETF 6.2 79 -44 5.2 -4.2
LCF Touchstone US Large Cap Focused ETF 6.2 69 -34 5.1 -4.3
IWR iShares Russell Midcap ETF 6.1 18 17 6.9 -2.5
QVML Invesco S&P 500 QVM Multi-factor ETF 6.1 11 24 6.2 -3.2
FFND Future Fund Active ETF 6.1 100 -65 0.6 -8.8
NVQ QRAFT AI-Enhanced US Next Value ETF 6.1 75 -40 11.0 +1.5
DFAC Dimensional U.S. Core Equity 2 ETF 6.1 17 18 6.8 -2.7
BOUT Innovator IBD Breakout Opportunities ETF 6.1 81 -46 7.0 -2.5
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 6.0 30 5 12.1 +2.6
GSPY Gotham Enhanced 500 ETF 6.0 50 -15 6.4 -3.1
CGUS Capital Group Core Equity ETF 6.0 33 2 5.8 -3.7
DIP BTD Capital Fund 6.0 129 -94 6.3 -3.1
DGT SPDR Global Dow ETF 6.0 50 -15 7.2 -2.3
FDMO Fidelity Momentum Factor ETF 5.9 29 6 4.6 -4.8
RAFE PIMCO RAFI ESG U.S. ETF 5.9 29 6 8.7 -0.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 5.9 20 15 6.0 -3.5
VOO VANGUARD S&P 500 ETF 5.9 3 32 6.2 -3.2
FBCV Fidelity Blue Chip Value ETF 5.8 59 -24 7.8 -1.7
SPY SPDR S&P 500 ETF Trust 5.8 9 26 6.1 -3.3
IVV iShares Core S&P 500 ETF 5.8 3 32 6.2 -3.3
SPLG SPDR Portfolio S&P 500 ETF 5.8 2 33 6.2 -3.2
VOTE Engine No. 1 Transform 500 ETF 5.8 5 30 6.1 -3.4
VUSE Vident Core US Equity Fund 5.8 50 -15 6.6 -2.8
NULV Nuveen ESG Large-Cap Value ETF 5.8 26 9 8.4 -1.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 5.7 15 20 5.7 -3.8
VV Vanguard Large-Cap Index Fund 5.7 4 31 6.1 -3.4
STRV Strive 500 ETF 5.7 5 30 6.1 -3.4
SPHQ Invesco S&P 500 Quality ETF 5.7 15 20 6.3 -3.2
BBLU EA Bridgeway Blue Chip ETF 5.7 15 20 6.6 -2.9
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 5.7 61 -26 7.9 -1.6
SNPE Xtrackers S&P 500 ESG ETF 5.7 10 25 6.2 -3.3
CATH Global X S&P 500 Catholic Values Custom ETF 5.6 29 6 6.0 -3.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 5.6 2 33 6.1 -3.3
ILCB iShares Morningstar U.S. Equity ETF 5.6 3 32 6.1 -3.3
PBUS Invesco PureBeta MSCI USA ETF 5.6 4 31 6.1 -3.3
FPAG FPA Global Equity ETF 5.6 49 -14 6.2 -3.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 5.6 7 28 6.1 -3.4
XME SPDR S&P Metals & Mining ETF 5.6 35 0 7.9 -1.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 5.6 11 24 6.2 -3.3
SCHX Schwab U.S. Large-Cap ETF 5.5 3 32 6.2 -3.3
ESGS Columbia Sustainable U.S. Equity Income ETF 5.5 35 0 7.3 -2.1
DFAU Dimensional US Core Equity Market ETF 5.5 12 23 6.2 -3.2
DIV Global X SuperDividend US ETF 5.5 45 -10 9.3 -0.1
VONE Vanguard Russell 1000 ETF 5.5 8 27 6.1 -3.4
IWB iShares Russell 1000 ETF 5.5 15 20 6.0 -3.4
DGRO iShares Core Dividend Growth ETF 5.5 8 27 7.7 -1.7
MMTM SPDR S&P 1500 Momentum Tilt ETF 5.5 12 23 5.7 -3.8
SPTM SPDR Portfolio Total Stock Market ETF 5.4 3 32 6.4 -3.1
RESP WisdomTree US ESG Fund of Benef Interest 5.4 28 7 7.1 -2.4
DFUS Dimensional U.S. Equity ETF 5.4 9 26 6.0 -3.4
KRMA Global X Conscious Companies ETF 5.4 43 -8 6.6 -2.8
PPA Invesco Aerospace & Defense ETF 5.4 61 -26 4.8 -4.6
SCHK Schwab 1000 Index ETF 5.4 5 30 6.2 -3.3
IYY iShares Dow Jones U.S. ETF 5.4 20 15 6.0 -3.5
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 5.4 20 15 6.0 -3.4
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 5.3 75 -40 6.8 -2.6
IMCG iShares Morningstar Mid-Cap Growth ETF 5.3 6 29 4.9 -4.6
VFMO Vanguard U.S. Momentum Factor ETF 5.3 13 22 3.0 -6.4
FOVL iShares Focused Value Factor ETF 5.3 25 10 12.5 +3.0
FLQL Franklin LibertyQ U.S. Equity ETF 5.3 15 20 7.5 -2.0
RVRB Reverb ETF 5.3 30 5 5.9 -3.6
CGGR Capital Group Growth ETF 5.3 39 -4 4.1 -5.4
IYC iShares U.S. Consumer Services ETF 5.3 39 -4 4.5 -5.0
IWL iShares Russell Top 200 ETF 5.3 15 20 5.8 -3.7
XLY Consumer Discretionary Select Sector SPDR Fund 5.3 10 25 5.3 -4.1
VSLU Applied Finance Valuation Large Cap ETF 5.3 49 -14 6.9 -2.6
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 5.2 20 15 6.9 -2.6
MGC Vanguard Mega Cap Index Fund 5.2 7 28 5.9 -3.6
VTHR Vanguard Russell 3000 Index Fund 5.2 10 25 6.0 -3.5
VTI Vanguard Total Stock Market Index Fund 5.2 3 32 5.9 -3.6
IWV iShares Russell 3000 ETF 5.2 20 15 5.9 -3.6
SAGP Strategas Global Policy Opportunities ETF 5.1 65 -30 5.1 -4.4
SCHB Schwab U.S. Broad Market ETF 5.1 3 32 6.1 -3.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 5.1 3 32 6.0 -3.4
BKLC BNY Mellon US Large Cap Core Equity ETF 5.1 0 35 5.9 -3.5
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 5.1 49 -14 5.8 -3.6
NTZG Nuveen Global Net Zero Transition ETF 5.1 55 -20 5.5 -4.0
WOMN Impact Shares YWCA Women's Empowerment ETF 5.0 75 -40 5.9 -3.6
VALQ American Century STOXX U.S. Quality Value ETF 5.0 29 6 8.9 -0.6
IAI iShares U.S. Broker-Dealers ETF 5.0 40 -5 7.4 -2.1
NETZ Engine No 1 Transform Climate ETF 5.0 75 -40 4.0 -5.4
JHDV John Hancock U.S. High Dividend ETF 5.0 34 1 7.6 -1.8
PICK iShares MSCI Global Metals & Mining Producers ETF 4.9 39 -4 10.8 +1.4
TTAC TrimTabs US Free Cash Flow Quality ETF 4.9 59 -24 7.0 -2.4
VDNI V-Shares US Leadership Diversity ETF 4.8 29 6 6.5 -2.9
SPXE ProShares S&P 500 Ex-Energy ETF 4.8 9 26 6.2 -3.3
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 4.8 60 -25 11.9 +2.5
XVV iShares ESG Screened S&P 500 ETF 4.8 8 27 6.1 -3.4
BEDZ AdvisorShares Hotel ETF 4.8 99 -64 2.6 -6.8
VFQY Vanguard U.S. Quality Factor ETF 4.8 13 22 8.2 -1.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 4.8 30 5 5.1 -4.3
DFSU Dimensional US Sustainability Core 1 ETF 4.7 18 17 6.9 -2.6
DJD Invesco Dow Jones Industrial Average Dividend ETF 4.7 7 28 11.5 +2.1
EDOW First Trust Dow 30 Equal Weight ETF 4.7 50 -15 7.7 -1.7
GK AdvisorShares Gerber Kawasaki ETF 4.7 81 -46 3.1 -6.4
MTUM iShares MSCI USA Momentum Factor ETF 4.7 15 20 5.3 -4.1
FSST Fidelity Sustainability U.S. Equity ETF 4.7 59 -24 6.1 -3.4
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 4.7 101 -66 1.3 -8.2
OEF iShares S&P 100 ETF 4.7 20 15 5.8 -3.7
HAPY Harbor Corporate Culture Leaders ETF 4.7 50 -15 4.4 -5.0
DGRW WisdomTree U.S. Quality Dividend Growth Fund 4.7 28 7 6.8 -2.7
HKND Humankind US Stock ETF 4.7 11 24 7.5 -1.9
DSMC Distillate Small/Mid Cash Flow ETF 4.7 55 -20 12.7 +3.2
FDWM Fidelity Women's Leadership ETF 4.7 59 -24 6.5 -2.9
SPXN ProShares S&P 500 Ex-Financials ETF 4.6 9 26 6.1 -3.3
LRGF iShares Edge MSCI Multifactor USA ETF 4.6 8 27 7.1 -2.4
USMF WisdomTree U.S. Multifactor Fund 4.6 28 7 8.4 -1.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 4.6 75 -40 6.8 -2.6
SUSA iShares MSCI USA ESG Select ETF 4.5 25 10 6.3 -3.1
NUMG Nuveen ESG Mid-Cap Growth ETF 4.5 31 4 4.1 -5.3
SUSL iShares ESG MSCI USA Leaders ETF 4.5 10 25 6.2 -3.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 4.5 10 25 6.2 -3.3
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 4.5 25 10 6.9 -2.6
PEJ Invesco Dynamic Leisure & Entertainment ETF 4.5 55 -20 -2.1 -11.6
USXF iShares ESG Advanced MSCI USA ETF 4.5 10 25 6.1 -3.4
VCR Vanguard Consumer Discretionary Index Fund 4.4 10 25 5.2 -4.2
FDIS Fidelity MSCI Consumer Discretionary Index ETF 4.4 8 27 5.4 -4.1
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.4 35 0 7.1 -2.4
DSI iShares MSCI KLD 400 Social ETF 4.4 25 10 6.2 -3.3
DWLD Davis Select Worldwide ETF 4.4 62 -27 7.7 -1.7
CRUZ Defiance Hotel Airline and Cruise ETF 4.4 45 -10 -4.7 -14.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 4.4 7 28 6.2 -3.3
KCAL Subversive Food Security ETF 4.4 75 -40 8.8 -0.6
FTAG First Trust Indxx Global Agriculture ETF 4.4 70 -35 9.2 -0.3
VEGI iShares MSCI Global Agriculture Producers ETF 4.4 39 -4 9.1 -0.4
MOO VanEck Agribusiness ETF 4.4 53 -18 8.5 -0.9
QUS SPDR MSCI USA StrategicFactors ETF 4.3 15 20 6.9 -2.5
NACP Impact Shares NAACP Minority Empowerment ETF 4.3 49 -14 5.9 -3.6
QQQN VictoryShares Nasdaq Next 50 ETF 4.3 18 17 4.0 -5.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 4.3 14 21 6.3 -3.2
CZA Invesco Zacks Mid-Cap ETF 4.2 69 -34 7.7 -1.8
TOK iShares MSCI Kokusai ETF 4.2 25 10 6.1 -3.4
KOKU Xtrackers MSCI Kokusai Equity ETF 4.2 9 26 6.3 -3.2
DSTL Distillate US Fundamental Stability & Value ETF 4.2 39 -4 8.4 -1.0
CLRG IQ Chaikin U.S. Large Cap ETF 4.1 25 10 7.5 -2.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 4.1 9 26 6.2 -3.2
CCSO Carbon Collective Climate Solutions U.S. Equity ETF 4.1 35 0 3.1 -6.4
SMOT VanEck Morningstar SMID Moat ETF 4.1 49 -14 8.5 -1.0
JETS US Global Jets ETF 4.1 60 -25 -13.0 -22.5
RXI iShares Global Consumer Discretionary ETF 4.1 41 -6 5.9 -3.6
WGRO WisdomTree U.S. Growth & Momentum Fund 4.0 55 -20 4.0 -5.5
PEY Invesco High Yield Equity Dividend Achievers ETF 4.0 53 -18 11.0 +1.5
URTH iShares MSCI World ETF 4.0 24 11 6.1 -3.4
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 3.9 15 20 6.7 -2.8
ITA iShares U.S. Aerospace & Defense ETF 3.9 40 -5 3.6 -5.8
MISL First Trust Indxx Aerospace & Defense ETF 3.9 60 -25 4.9 -4.6
XAR SPDR S&P Aerospace & Defense ETF 3.9 35 0 -0.2 -9.7
FLRG Fidelity U.S. Multifactor ETF 3.9 29 6 8.7 -0.7
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 3.9 80 -45 8.0 -1.5
VAMO Cambria Value & Momentum ETF 3.9 64 -29 11.7 +2.2
DIA SPDR Dow Jones Industrial Average ETF Trust 3.9 16 19 6.7 -2.7
BOSS Global X Founder-Run Companies ETF 3.9 45 -10 3.5 -6.0
BPAY BlackRock Future Financial and Technology ETF 3.8 70 -35 12.0 +2.6
FSMO Fidelity Small-Mid Cap Opportunities ETF 3.8 60 -25 8.5 -0.9
FBCG Fidelity Blue Chip Growth ETF 3.8 59 -24 2.6 -6.9
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.8 15 20 6.2 -3.3
SLX VanEck Steel ETF 3.8 56 -21 25.5 +16.0
IQSU IQ Candriam ESG US Equity ETF 3.8 9 26 5.6 -3.9
SNPG Xtrackers S&P 500 Growth ESG ETF 3.8 15 20 5.7 -3.8
VOOG Vanguard S&P 500 Growth ETF 3.7 10 25 6.1 -3.4
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 3.7 60 -25 6.1 -3.4
DON WisdomTree U.S. MidCap Dividend Fund 3.7 38 -3 10.2 +0.7
IVW iShares S&P 500 Growth ETF 3.7 18 17 6.0 -3.5
SPYG SPDR Portfolio S&P 500 Growth ETF 3.7 4 31 6.1 -3.3
HLAL Wahed FTSE USA Shariah ETF 3.7 50 -15 5.6 -3.9
IUSG iShares Core S&P US Growth ETF 3.6 4 31 6.2 -3.3
IWP iShares Russell Mid-Cap Growth ETF 3.6 23 12 4.5 -4.9
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.6 35 0 8.5 -1.0
YLDE ClearBridge Dividend Strategy ESG ETF 3.6 60 -25 6.2 -3.2
NANC Unusual Whales Subversive Democratic Trading ETF 3.6 75 -40 5.0 -4.4
ESG FlexShares STOXX US ESG Impact Index Fund 3.6 32 3 5.8 -3.7
RFDA RiverFront Dynamic US Dividend Advantage ETF 3.6 52 -17 9.2 -0.3
GRPM Invesco S&P MidCap 400 GARP ETF 3.5 35 0 12.2 +2.8
ACWI iShares MSCI ACWI ETF 3.5 32 3 6.2 -3.3
NULC Nuveen ESG Large-Cap ETF 3.5 21 14 6.1 -3.3
MDLV Morgan Dempsey Large Cap Value ETF 3.5 58 -23 10.3 +0.8
JEPI JPMorgan Equity Premium Income ETF 3.5 35 0 6.1 -3.4
PXJ Invesco Dynamic Oil & Gas Services ETF 3.4 63 -28 -0.5 -10.0
IEZ iShares U.S. Oil Equipment & Services ETF 3.4 40 -5 0.5 -9.0
XES SPDR S&P Oil & Gas Equipment & Services ETF 3.4 35 0 -2.4 -11.9
OIH VanEck Oil Services ETF 3.4 35 0 0.9 -8.6
HLGE Hartford Longevity Economy ETF 3.4 44 -9 7.8 -1.7
IEDI iShares Evolved U.S. Discretionary Spending ETF 3.4 18 17 5.7 -3.7
EGUS iShares ESG Aware MSCI USA Growth ETF 3.4 15 20 5.1 -4.4
KCE SPDR S&P Capital Markets ETF 3.4 35 0 8.9 -0.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.3 70 -35 6.1 -3.3
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 3.3 85 -50 7.8 -1.7
SETM Sprott Energy Transition Materials ETF 3.3 65 -30 3.9 -5.5
GMET VanEck Green Metals ETF 3.3 63 -28 11.1 +1.6
DMAT Global X Disruptive Materials ETF 3.3 59 -24 10.1 +0.7
STLV iShares Factors US Value Style ETF 3.3 25 10 9.9 +0.4
QDF FlexShares Quality Dividend Index Fund 3.3 37 -2 7.4 -2.1
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 3.3 49 -14 6.3 -3.2
ESGV Vanguard ESG U.S. Stock ETF 3.2 9 26 6.0 -3.5
ABEQ Absolute Core Strategy ETF 3.2 85 -50 5.0 -4.4
GLOF iShares Global Equity Factor ETF 3.2 20 15 7.9 -1.5
GDIV Harbor Dividend Growth Leaders ETF 3.2 50 -15 6.9 -2.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 3.1 10 25 6.5 -2.9
VT Vanguard Total World Stock ETF 3.1 7 28 6.4 -3.1
VEGN US Vegan Climate ETF 3.1 60 -25 5.5 -3.9
PWB Invesco Dynamic Large Cap Growth ETF 3.1 56 -21 4.0 -5.5
FQAL Fidelity Quality Factor ETF 3.1 29 6 6.3 -3.1
AESR Anfield U.S. Equity Sector Rotation ETF 3.1 108 -73 5.1 -4.3
SCHM Schwab U.S. Mid-Cap ETF 3.1 4 31 7.6 -1.9
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.1 60 -25 8.0 -1.4
PFM Invesco Dividend Achievers ETF 3.1 53 -18 6.6 -2.8
OAIE Optimize AI Smart Sentiment Event-Driven ETF 3.1 103 -68 8.3 -1.1
GDEF Goldman Sachs Defensive Equity ETF 3.1 55 -20 5.4 -4.1
IFRA iShares U.S. Infrastructure ETF 3.0 30 5 7.1 -2.4
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 3.0 12 23 5.6 -3.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.0 35 0 5.9 -3.6
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.0 58 -23 5.6 -3.8
FTXR First Trust Nasdaq Transportation ETF 3.0 60 -25 7.2 -2.2
AFMC First Trust Active Factor Mid Cap ETF 3.0 65 -30 10.2 +0.8
MOTG VanEck Morningstar Global Wide Moat ETF 3.0 52 -17 6.7 -2.7
ILCG iShares Morningstar Growth ETF 3.0 4 31 4.8 -4.7
FTCS First Trust Capital Strength ETF 3.0 55 -20 6.7 -2.7
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.9 75 -40 6.6 -2.9
TMFX Motley Fool Next Index ETF 2.9 50 -15 3.7 -5.7
PDP Invesco DWA Momentum ETF 2.9 62 -27 4.9 -4.6
CBSE Changebridge Capital Sustainable Equity ETF 2.9 85 -50 1.5 -8.0
JGRO JPMorgan Active Growth ETF 2.9 44 -9 4.1 -5.4
VNMC Natixis Vaughan Nelson Mid Cap ETF 2.9 85 -50 6.8 -2.7
GRZZ Grizzle Growth ETF 2.9 75 -40 4.6 -4.9
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 2.9 35 0 9.8 +0.4
DIVZ TrueShares Low Volatility Equity Income ETF 2.9 65 -30 9.7 +0.3
ROCI ROC ETF 2.8 49 -14 5.5 -4.0
LUX Tema Luxury ETF 2.8 75 -40 1.3 -8.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.8 20 15 6.7 -2.7
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 2.8 60 -25 6.9 -2.6
SDY SPDR S&P Dividend ETF 2.8 35 0 7.6 -1.9
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.8 60 -25 5.8 -3.7
OALC OneAscent Large Cap Core ETF 2.8 82 -47 7.3 -2.1
JQUA JPMorgan U.S. Quality Factor ETF 2.8 12 23 6.7 -2.8
CVAR Cultivar ETF 2.8 87 -52 8.3 -1.2
ETHO Etho Climate Leadership U.S. ETF 2.8 47 -12 5.7 -3.7
BKUS BNY Mellon Sustainable US Equity ETF 2.8 50 -15 5.2 -4.3
HDUS Hartford Disciplined US Equity ETF 2.7 19 16 7.1 -2.4
PRN Invesco DWA Industrials Momentum ETF 2.7 60 -25 6.2 -3.3
QUAL iShares MSCI Usa Quality Factor ETF 2.7 15 20 6.8 -2.7
IAK iShares U.S. Insurance ETF 2.7 39 -4 7.8 -1.6
TRFM AAM Transformers ETF 2.7 49 -14 1.6 -7.9
SCHG Schwab U.S. Large-Cap Growth ETF 2.7 4 31 5.0 -4.5
PBW Invesco WilderHill Clean Energy ETF 2.6 61 -26 -11.0 -20.4
CGGO Capital Group Global Growth Equity ETF 2.6 47 -12 4.6 -4.9
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 2.6 39 -4 5.8 -3.7
PEZ Invesco DWA Consumer Cyclicals Momentum ETF 2.6 60 -25 3.9 -5.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.6 20 15 6.4 -3.0
FITE SPDR Kensho Future Security ETF 2.6 45 -10 3.7 -5.8
ROKT SPDR S&P Kensho Final Frontiers ETF 2.6 45 -10 1.6 -7.9
BTHM BlackRock Future U.S. Themes ETF 2.6 60 -25 5.6 -3.9
MBCC Monarch Blue Chips Core ETF 2.5 125 -90 3.6 -5.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.5 15 20 7.6 -1.9
AUSF Global X Adaptive U.S. Factor ETF 2.5 27 8 6.6 -2.8
IQSM IQ Candriam ESG U.S. Mid Cap Equity ETF 2.5 15 20 7.6 -1.8
FVD First Trust Value Line Dividend Index Fund 2.5 65 -30 6.9 -2.6
QWLD SPDR MSCI World StrategicFactors ETF 2.4 30 5 6.6 -2.8
XMMO Invesco S&P MidCap Momentum ETF 2.4 33 2 7.6 -1.9
STXG Strive 1000 Growth ETF 2.4 18 17 4.9 -4.5
DRIV Global X Autonomous & Electric Vehicles ETF 2.4 68 -33 4.6 -4.8
FTRI First Trust Indxx Global Natural Resources Income ETF 2.4 70 -35 8.6 -0.9
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.4 65 -30 9.2 -0.3
IJK iShares S&P Mid-Cap 400 Growth ETF 2.4 17 18 7.4 -2.0
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.4 15 20 7.5 -2.0
VUG Vanguard Growth Index Fund 2.4 4 31 5.0 -4.5
FLV American Century Focused Large Cap Value ETF 2.4 42 -7 7.5 -2.0
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 2.3 58 -23 5.2 -4.3
PLAT WisdomTree Modern Tech Platforms Fund 2.3 20 15 0.4 -9.0
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.3 39 -4 6.4 -3.1
RUNN Running Oak Efficient Growth ETF 2.3 58 -23 6.2 -3.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.3 60 -25 6.8 -2.7
MEME Roundhill MEME ETF 2.3 69 -34 -22.1 -31.5
NULG Nuveen ESG Large-Cap Growth ETF 2.3 26 9 5.1 -4.4
MOTE VanEck Morningstar ESG Moat ETF 2.3 49 -14 6.5 -3.0
KIE SPDR S&P Insurance ETF 2.3 35 0 8.2 -1.3
ROUS Hartford Multifactor US Equity ETF 2.2 19 16 7.4 -2.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.2 12 23 6.1 -3.4
BUZZ VanEck Social Sentiment ETF 2.2 75 -40 2.4 -7.0
VIG Vanguard Dividend Appreciation Index Fund 2.2 6 29 6.5 -2.9
CUT Invesco MSCI Global Timber ETF 2.2 61 -26 9.5 +0.0
WOOD iShares Global Timber & Forestry ETF 2.2 42 -7 10.3 +0.9
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.1 60 -25 8.3 -1.2
PRAY FIS Biblically Responsible Risk Managed ETF 2.1 68 -33 6.9 -2.5
RAYD Rayliant Quantitative Developed Market Equity ETF 2.1 80 -45 6.4 -3.1
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 2.1 15 20 8.5 -1.0
HOTL Kelly Hotel & Lodging Sector ETF 2.0 78 -43 3.4 -6.0
PPTY PPTY-U.S. Diversified Real Estate ETF 2.0 53 -18 8.0 -1.5
IWTR iShares MSCI Water Management Multisector ETF 2.0 47 -12 6.0 -3.5
VBR Vanguard Small Cap Value Index Fund 2.0 7 28 10.1 +0.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.0 30 5 9.5 +0.1
JSML Janus Henderson Small Cap Growth Alpha ETF 2.0 30 5 10.8 +1.4
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.0 40 -5 7.8 -1.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.0 18 17 7.1 -2.4
FLLV Franklin Liberty U.S. Low Volatility ETF 2.0 29 6 6.8 -2.7
AMID Argent Mid Cap ETF 2.0 52 -17 9.4 -0.0
GFGF Guru Favorite Stocks ETF 2.0 65 -30 5.0 -4.4
DEW WisdomTree Global High Dividend Fund 2.0 58 -23 9.8 +0.4
BNE Blue Horizon BNE ETF 1.9 87 -52 4.2 -5.2
HOMZ Hoya Capital Housing ETF 1.9 30 5 10.2 +0.7
VONG Vanguard Russell 1000 Growth Index Fund 1.9 8 27 5.6 -3.9
IWF iShares Russell 1000 Growth ETF 1.9 19 16 5.5 -4.0
VSDA VictoryShares Dividend Accelerator ETF 1.9 35 0 7.3 -2.2
LEAD Siren DIVCON Leaders Dividend ETF 1.9 43 -8 6.5 -3.0
XMHQ Invesco S&P MidCap Quality ETF 1.9 25 10 9.5 +0.0
KONG Formidable Fortress ETF 1.9 89 -54 6.6 -2.9
COPX Global X Copper Miners ETF 1.8 65 -30 7.6 -1.8
WCEO Hypatia Women CEO ETF 1.8 85 -50 6.7 -2.7
IOO iShares Global 100 ETF 1.8 41 -6 5.4 -4.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.7 25 10 6.9 -2.6
DFND Siren DIVCON Dividend Defender ETF 1.7 189 -154 5.1 -4.4
QQQM Invesco NASDAQ 100 ETF 1.7 15 20 5.5 -3.9
QQQ Invesco QQQ Trust 1.7 20 15 5.5 -4.0
IBUY Amplify Online Retail ETF 1.7 65 -30 0.8 -8.7
XLG Invesco S&P 500 Top 50 ETF 1.7 20 15 5.3 -4.1
MGK Vanguard Mega Cap Growth ETF 1.6 7 28 5.1 -4.4
PSET Principal Price Setters Index ETF 1.6 15 20 6.7 -2.7
IWY iShares Russell Top 200 Growth ETF 1.6 20 15 5.6 -3.8
QDEF FlexShares Quality Dividend Defensive Index Fund 1.6 37 -2 7.1 -2.4
SPMV Invesco S&P 500 Minimum Variance ETF 1.6 10 25 6.6 -2.9
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.6 15 20 7.7 -1.7
RSHO Tema American Reshoring ETF 1.6 75 -40 3.4 -6.1
TIME Clockwise Capital Innovation ETF 1.6 96 -61 2.4 -7.1
LETB AdvisorShares Let Bob AI Powered Momentum ETF 1.6 107 -72 4.6 -4.9
ARKQ Ark Autonomous Tech. & Robotics ETF 1.6 75 -40 1.7 -7.7
LCLG Logan Capital Broad Innovative Growth ETF 1.6 99 -64 6.4 -3.1
FFTY Innovator IBD 50 ETF 1.6 80 -45 3.7 -5.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.6 49 -14 5.4 -4.1
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.6 61 -26 -1.3 -10.8
DURA VanEck Morningstar Durable Dividend ETF 1.5 29 6 8.4 -1.0
LRND IQ U.S. Large Cap R&D Leaders ETF 1.5 14 21 7.4 -2.1
QQMG Invesco ESG NASDAQ 100 ETF 1.5 20 15 5.7 -3.8
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 1.5 21 14 4.2 -5.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.5 10 25 5.6 -3.9
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 1.5 15 20 7.7 -1.7
IYT iShares Transportation Average ETF 1.5 39 -4 2.7 -6.7
XTN SPDR S&P Transportation ETF 1.5 35 0 1.0 -8.5
LVOL American Century Low Volatility ETF 1.5 29 6 6.0 -3.4
POWA Invesco Bloomberg Pricing Power ETF 1.5 40 -5 6.3 -3.1
SAMT Strategas Macro Thematic Opportunities ETF 1.5 65 -30 4.8 -4.7
LIT Global X Lithium & Battery Tech ETF 1.5 75 -40 4.6 -4.9
ION ProShares S&P Global Core Battery Metals ETF 1.5 58 -23 7.5 -1.9
ACES ALPS Clean Energy ETF 1.5 55 -20 -3.8 -13.3
LITP Sprott Lithium Miners ETF 1.5 65 -30 8.5 -0.9
FDRV Fidelity Electric Vehicles and Future Transportation ETF 1.5 39 -4 -0.0 -9.5
BATT Amplify Lithium & Battery Technology ETF 1.5 59 -24 1.7 -7.7
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 1.5 58 -23 -1.3 -10.8
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 1.5 72 -37 2.3 -7.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 1.5 48 -13 7.1 -2.3
CNRG SPDR S&P Kensho Clean Power ETF 1.5 45 -10 -2.2 -11.7
PRNT The 3D Printing ETF 1.5 66 -31 -3.1 -12.6
FAN First Trust Global Wind Energy ETF 1.5 60 -25 6.7 -2.8
BECO BlackRock Future Climate and Sustainable Economy ETF 1.5 70 -35 17.9 +8.5
STXD Strive 1000 Dividend Growth ETF 1.4 35 0 6.5 -3.0
IVOO Vanguard S&P Mid-Cap 400 ETF 1.4 10 25 8.6 -0.9
MDY SPDR S&P Midcap 400 ETF Trust 1.4 23 12 8.4 -1.1
ESGG FlexShares STOXX Global ESG Impact Index Fund 1.4 42 -7 6.0 -3.5
USMV iShares Edge MSCI Min Vol USA ETF 1.4 15 20 6.7 -2.7
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.4 55 -20 5.3 -4.1
EFRA iShares Environmental Infrastructure and Industrials ETF 1.4 47 -12 6.5 -3.0
FDG American Century Focused Dynamic Growth ETF 1.4 45 -10 3.2 -6.2
IJH iShares Core S&P Mid-Cap ETF 1.4 5 30 8.6 -0.8
SPMD SPDR Portfolio Mid Cap ETF 1.4 3 32 8.6 -0.8
EMLP First Trust North American Energy Infrastructure Fund 1.4 95 -60 6.0 -3.4
IQM Franklin Intelligent Machines ETF 1.4 50 -15 3.6 -5.9
RNEW VanEck Green Infrastructure ETF 1.4 45 -10 0.1 -9.4
MOTO SmartETFs Smart Transportation & Technology ETF 1.4 68 -33 7.0 -2.5
ENRG SoFi Smart Energy ETF 1.4 59 -24 -2.4 -11.9
TEMP JPMorgan Climate Change Solutions ETF 1.4 49 -14 5.8 -3.7
AIRR First Trust RBA American Industrial Renaissance ETF 1.4 70 -35 6.2 -3.3
ECLN First Trust EIP Carbon Impact ETF 1.4 96 -61 6.0 -3.4
GLIF AGFiQ Global Infrastructure ETF 1.4 45 -10 6.0 -3.5
RWK Invesco S&P MidCap 400 Revenue ETF 1.3 39 -4 10.4 +0.9
TMFC Motley Fool 100 Index ETF 1.3 50 -15 4.6 -4.8
WDIV SPDR Global Dividend ETF 1.3 40 -5 10.9 +1.5
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 1.3 45 -10 6.3 -3.1
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 1.3 45 -10 5.1 -4.4
PFI Invesco DWA Financial Momentum ETF 1.2 60 -25 5.3 -4.2
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 1.2 68 -33 3.9 -5.6
IPAY ETFMG Prime Mobile Payments ETF 1.2 75 -40 9.2 -0.3
GSFP Goldman Sachs Future Planet Equity ETF 1.2 75 -40 5.1 -4.4
SIXL 6 Meridian Low Beta Equity Strategy ETF 1.2 80 -45 6.2 -3.2
ENTR Entrepreneur 30 Fund 1.2 75 -40 3.1 -6.4
GDVD R3 Global Dividend Growth ETF 1.2 88 -53 6.4 -3.1
VB Vanguard Small-Cap ETF 1.2 5 30 6.6 -2.9
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 1.1 35 0 7.9 -1.5
SFYF SoFi 50 ETF 1.1 29 6 -0.6 -10.0
XMVM Invesco S&P MidCap Value with Momentum ETF 1.1 39 -4 11.4 +2.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.1 25 10 6.8 -2.6
SPLV Invesco S&P 500 Low Volatility ETF 1.1 25 10 6.6 -2.9
WDNA WisdomTree BioRevolution Fund 1.1 45 -10 -8.7 -18.1
PNQI Invesco NASDAQ Internet ETF 1.1 60 -25 2.8 -6.6
GVIP Goldman Sachs Hedge Industry VIP ETF 1.1 45 -10 4.6 -4.8
XNTK SPDR NYSE Technology ETF 1.1 35 0 4.6 -4.9
ISHP First Trust S-Network E-Commerce ETF 1.1 60 -25 4.3 -5.2
AWAY ETFMG Travel Tech ETF 1.1 76 -41 -5.2 -14.7
ANEW ProShares MSCI Transformational Changes ETF 1.1 45 -10 5.3 -4.2
EBIZ Global X E-Commerce ETF 1.1 50 -15 1.2 -8.2
BUYZ Franklin Disruptive Commerce ETF 1.1 50 -15 2.1 -7.4
MILN Global X Millennial Consumer ETF 1.1 50 -15 2.7 -6.7
CLNR IQ Cleaner Transport ETF 1.1 45 -10 6.7 -2.7
KVLE KFA Value Liner Dynamic Core Equity Index ETF 1.1 56 -21 6.8 -2.7
UFO Procure Space ETF 1.1 75 -40 0.4 -9.1
AHOY Newday Ocean Health ETF 1.1 75 -40 6.4 -3.1
QTUM Defiance Quantum ETF 1.1 40 -5 4.7 -4.8
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.0 10 25 5.6 -3.8
QGRW WisdomTree U.S. Quality Growth Fund 1.0 28 7 5.9 -3.6
UPWD JPMorgan Social Advancement ETF 1.0 49 -14 5.7 -3.7
DTEC ALPS Disruptive Technologies ETF 1.0 50 -15 4.5 -4.9
MVPS Amplify Thematic All-Stars ETF 1.0 49 -14 2.2 -7.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.0 15 20 8.7 -0.8
MEM Matthews Emerging Markets Equity Active ETF 1.0 79 -44 5.9 -3.6
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 1.0 50 -15 3.7 -5.7
XJH iShares ESG Screened S&P Mid-Cap ETF 1.0 12 23 8.6 -0.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.0 24 11 9.3 -0.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.9 7 28 6.7 -2.8
FDLO Fidelity Low Volatility Factor ETF 0.9 29 6 6.0 -3.4
AMZA InfraCap MLP ETF 0.9 164 -129 3.2 -6.2
CGV Conductor Global Equity Value ETF 0.9 130 -95 11.2 +1.8
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 0.9 15 20 6.7 -2.8
ZSB USCF Sustainable Battery Metals Strategy Fund 0.9 59 -24 4.4 -5.0
CACG ClearBridge All Cap Growth ETF 0.9 54 -19 4.1 -5.4
WRND IQ Global Equity R&D Leaders ETF 0.8 18 17 7.4 -2.1
VXF Vanguard Extended Market Index Fund 0.8 6 29 4.3 -5.2
CIRC JPMorgan Sustainable Consumption ETF 0.8 49 -14 5.6 -3.8
MDCP VictoryShares THB Mid Cap ESG ETF 0.8 55 -20 6.9 -2.6
GBUY Goldman Sachs Future Consumer Equity ETF 0.8 75 -40 3.8 -5.7
SXQG 6 Meridian Quality Growth ETF 0.8 100 -65 5.3 -4.2
RTH VanEck Retail ETF 0.8 35 0 6.9 -2.5
XRT SPDR S&P Retail ETF 0.8 35 0 11.3 +1.8
BNGE First Trust S-Network Streaming and Gaming ETF 0.8 70 -35 0.7 -8.7
BJK VanEck Gaming ETF 0.8 65 -30 1.7 -7.7
BAD B.A.D. ETF 0.8 75 -40 -4.5 -14.0
BETZ Roundhill Sports Betting & iGaming ETF 0.8 75 -40 1.1 -8.4
VICE AdvisorShares Vice ETF 0.8 99 -64 7.1 -2.3
ACTV LeaderShares Activist Leaders ETF 0.8 75 -40 10.3 +0.8
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.8 56 -21 15.4 +5.9
SMMD iShares Russell 2500 ETF 0.7 15 20 7.1 -2.3
SQEW LeaderShares Equity Skew ETF 0.7 75 -40 6.0 -3.4
JSTC Adasina Social Justice All Cap Global ETF 0.7 89 -54 5.3 -4.1
LVHD Legg Mason Low Volatility High Dividend ETF 0.7 27 8 10.0 +0.6
UDI USCF Dividend Income Fund 0.7 65 -30 8.6 -0.8
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 0.7 40 -5 7.6 -1.8
XLC Communication Services Select Sector SPDR Fund 0.7 10 25 7.0 -2.4
FCOM Fidelity MSCI Telecommunication Services Index ETF 0.7 8 27 6.3 -3.1
SPRX Spear Alpha ETF 0.7 75 -40 -0.1 -9.6
VOX Vanguard Telecommunication Services Index Fund 0.6 10 25 6.6 -2.9
IETC iShares Evolved U.S. Technology ETF 0.6 18 17 5.5 -4.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.6 80 -45 7.8 -1.7
AFK VanEck Africa Index ETF 0.6 98 -63 9.5 +0.1
LGLV SPDR Russell 1000 Low Volatility ETF 0.6 12 23 6.2 -3.2
KOMP SPDR Kensho New Economies Composite ETF 0.6 20 15 -0.6 -10.0
ACWV iShares MSCI Global Min Vol Factor ETF 0.5 20 15 7.0 -2.5
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.5 45 -10 0.8 -8.6
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.4 50 -15 5.8 -3.6
ISMD Inspire Small/Mid Cap Impact ETF 0.4 54 -19 5.9 -3.5
CARZ First Trust NASDAQ Global Auto Index Fund 0.4 70 -35 5.5 -3.9
SMDY Syntax Stratified MidCap ETF 0.4 35 0 8.4 -1.0
TTAI TrimTabs All Cap International Free-Cash-Flow ETF 0.4 59 -24 7.6 -1.9
IXP iShares Global Comm Services ETF 0.3 42 -7 5.9 -3.6
XT iShares Exponential Technologies ETF 0.3 46 -11 3.9 -5.6
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.3 15 20 9.1 -0.4
IJJ iShares S&P Mid-Cap 400 Value ETF 0.3 18 17 9.8 +0.3
MDYV SPDR S&P 400 Mid Cap Value ETF 0.3 15 20 9.8 +0.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.3 15 20 9.8 +0.3
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.2 47 -12 10.7 +1.3
SFYX Sofi Next 500 ETF 0.2 0 35 6.5 -3.0
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.2 25 10 7.4 -2.0
QLV FlexShares US Quality Low Volatility Index Fund 0.2 22 13 5.8 -3.6
FSMD Fidelity Small-Mid Factor ETF 0.2 29 6 8.5 -1.0
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 7 9.8 +0.3
AFSM First Trust Active Factor Small Cap ETF 0.1 77 -42 10.1 +0.7
VFMV Vanguard U.S. Minimum Volatility ETF 0.1 13 22 6.6 -2.9

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

  2018 2019 2020 2021 2022 2023E 2024E
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
  2022 2023E 2024E
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:

OVERWEIGHT
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 13.4 %
Divided by: Fwd. P/BV 1.4 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 9.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.51 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.