ProShares Equities for Rising Rates ETF
ALTAR
Score™
10.4% info Recommen-
dation
SPECULATIVE
2023E    2024E
P/E
ratio
9.5x P/Sales
ratio
0.9x
P/BV
ratio
1.5x Div.
yield
3.0%


  • 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) $43
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) $51,153
Large cap (>$10bn) 97.0%
Mid cap ($2-10bn) 3.0%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
HESS CORP 3.2 %
EOG RESOURCES, INC. 3.1 %
MARATHON OIL CORP 3.0 %
TARGA RESOURCES CORP 3.0 %
OVINTIV INC 3.0 %
APA CORP. 2.9 %
SCHLUMBERGER LTD 2.9 %
ONEOK INC 2.9 %
AMERICAN INTERNATIONAL GROUP 2.8 %
JPMORGAN CHASE & CO 2.8 %
Total 29.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 97.9 %
BRITAIN 2.0 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-3.2% -1.6% 2.6% -- 5.7%

Market Correlations
versus... Beta R-squared
S&P500 1.10 54%
MSCI EAFE 1.17 61%
MSCI Emg. Mkts. 0.76 26%

Technical Indicators
Recent close $46.32
30d moving avg. $47.62
Annualized volatility 27.1%
Short interest (ETF) 0.3%
Short interest (Underlying) 2.1%
Relative strength (RSI) 40

Liquidity measures
Avg. volume (thou.) 10
Turnover 1.1%
Bid/Ask (% of price) 0.17%
ADV underlying (mns) $11,328

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 702 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™: 10.4%


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
(%)
RYE Invesco S&P 500 Equal Weight Energy ETF 26.1 40 -5 8.5 -1.9
FOVL iShares Focused Value Factor ETF 25.2 25 10 13.0 +2.6
SPVU Invesco S&P 500 Enhanced Value ETF 24.2 13 22 13.0 +2.6
SPVM Invesco S&P 500 Value with Momentum ETF 23.4 39 -4 10.2 -0.2
FXN First Trust Energy AlphaDEX Fund 22.6 64 -29 6.8 -3.6
RDVY First Trust Rising Dividend Achievers ETF 22.2 50 -15 10.9 +0.5
FTA First Trust Large Cap Value AlphaDEX Fund 21.7 59 -24 11.3 +0.9
RTM Invesco S&P 500 Equal Weight Materials ETF 20.0 40 -5 9.5 -0.9
FTXN First Trust Nasdaq Oil & Gas ETF 19.7 60 -25 8.7 -1.7
IEO iShares U.S. Oil & Gas Exploration & Production ETF 19.7 39 -4 10.7 +0.3
IGE iShares North American Natural Resources ETF 19.7 40 -5 7.8 -2.6
XLE Energy Select Sector SPDR Fund 19.3 10 25 8.6 -1.8
IYE iShares U.S. Energy ETF 18.4 39 -4 7.9 -2.5
COWZ Pacer US Cash Cows 100 ETF 18.4 49 -14 12.3 +1.9
FXZ First Trust Materials AlphaDEX Fund 18.0 64 -29 13.8 +3.4
PXI Invesco DWA Energy Momentum ETF 17.8 60 -25 7.3 -3.1
FENY Fidelity MSCI Energy Index ETF 17.6 8 27 8.3 -2.1
FTXO First Trust Nasdaq Bank ETF 17.5 60 -25 13.1 +2.8
XLB Materials Select Sector SPDR Fund 17.5 10 25 8.3 -2.1
VDE Vanguard Energy Index Fund 17.3 10 25 8.1 -2.3
IYM iShares U.S. Basic Materials ETF 17.1 39 -4 10.3 -0.1
RYF Invesco S&P 500 Equal Weight Financials ETF 17.0 40 -5 9.5 -0.9
DRLL Strive U.S. Energy ETF 16.9 41 -6 7.8 -2.6
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 16.8 60 -25 12.1 +1.7
MAGA Point Bridge GOP Stock Tracker ETF 16.5 72 -37 7.2 -3.2
KBWB Invesco KBW Bank ETF 16.4 35 0 13.6 +3.2
VAW Vanguard Materials Index Fund 16.4 10 25 8.8 -1.6
FMAT Fidelity MSCI Materials Index ETF 16.3 84 -49 7.3 -3.1
RPG Invesco S&P 500 Pure Growth ETF 15.9 35 0 9.1 -1.3
XOP SPDR S&P Oil & Gas Exploration & Production ETF 15.6 35 0 12.1 +1.7
RPV Invesco S&P 500 Pure Value ETF 14.8 35 0 13.4 +3.1
DFLV Dimensional US Large Cap Value ETF 14.7 22 13 10.0 -0.4
FCG First Trust Natural Gas ETF 14.7 60 -25 11.0 +0.6
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 14.5 15 20 13.7 +3.3
FEX First Trust Large Cap Core AlphaDEX Fund 14.3 59 -24 7.9 -2.5
PY Principal Shareholder Yield Index ETF 14.3 15 20 8.5 -1.9
STXV Strive 1000 Value ETF 14.1 18 17 9.2 -1.2
QDIV Global X S&P 500 Quality Dividend ETF 14.1 20 15 9.9 -0.5
SPDV AAM S&P 500 High Dividend Value ETF 14.0 29 6 12.4 +2.0
RWL Invesco S&P 500 Revenue ETF 13.5 39 -4 7.9 -2.5
DFUV Dimensional US Marketwide Value ETF 13.4 23 12 9.5 -0.9
AVLV Avantis U.S. Large Cap Value ETF 13.3 15 20 9.4 -1.0
IXC iShares Global Energy ETF 13.1 40 -5 9.2 -1.2
AILV Alpha Intelligent - Large Cap Value ETF 12.8 85 -50 7.2 -3.2
NVQ QRAFT AI-Enhanced US Next Value ETF 12.8 75 -40 12.6 +2.2
FUNL CornerCap Fundametrics Large-Cap ETF 12.8 50 -15 9.0 -1.4
PYZ Invesco DWA Basic Materials Momentum ETF 12.7 60 -25 10.3 -0.1
NANR SPDR S&P North American Natural Resources ETF 12.6 35 0 7.9 -2.5
TPHE Timothy Plan High Dividend Stock Enhanced ETF 12.6 52 -17 7.4 -3.0
TPHD Timothy Plan High Dividend Stock ETF 12.6 52 -17 7.5 -2.9
SYLD Cambria Shareholder Yield ETF 12.6 59 -24 13.5 +3.1
DVLU First Trust Dorsey Wright Momentum & Value ETF 12.4 60 -25 10.4 +0.1
USVT US Value ETF 12.3 49 -14 12.8 +2.4
VFH Vanguard Financials Index Fund 12.3 10 25 9.5 -0.9
FNCL Fidelity MSCI Financials Index ETF 12.3 8 27 9.5 -0.9
VOE Vanguard Mid-Cap Value Index Fund 12.0 7 28 9.0 -1.4
XLF Financial Select Sector SPDR Fund 11.9 10 25 8.2 -2.2
VLU SPDR S&P 1500 Value Tilt ETF 11.9 12 23 9.0 -1.4
ONEO SPDR Russell 1000 Momentum Focus ETF 11.9 20 15 9.2 -1.2
NUMV Nuveen ESG Mid-Cap Value ETF 11.8 30 5 9.9 -0.5
PKW Invesco Buyback Achievers ETF 11.8 64 -29 10.1 -0.3
MBOX Freedom Day Dividend ETF 11.7 39 -4 9.1 -1.3
ONEY SPDR Russell 1000 Yield Focus ETF 11.7 20 15 11.2 +0.8
DVY iShares Select Dividend ETF 11.6 39 -4 10.5 +0.1
IWX iShares Russell Top 200 Value ETF 11.5 20 15 7.9 -2.5
IYG iShares US Financial Services ETF 11.5 39 -4 8.8 -1.6
AUSF Global X Adaptive U.S. Factor ETF 11.4 27 8 8.0 -2.4
QMOM Alpha Architect U.S. Quantitative Momentum ETF 11.3 49 -14 4.4 -6.0
LSAF LeaderShares AlphaFactor US Core Equity ETF 11.2 75 -40 10.1 -0.3
PWV Invesco Dynamic Large Cap Value ETF 11.2 58 -23 9.5 -0.9
VTV Vanguard Value Index Fund 11.1 4 31 8.5 -1.9
DFNL Davis Select Financial ETF 10.9 62 -27 9.9 -0.5
FAB First Trust Multi Cap Value AlphaDEX Fund 10.9 69 -34 12.1 +1.7
MTUM iShares MSCI USA Momentum Factor ETF 10.7 15 20 8.1 -2.3
VFVA Vanguard U.S. Value Factor ETF 10.7 13 22 12.5 +2.1
PXE Invesco Dynamic Energy Exploration & Production ETF 10.6 63 -28 13.4 +3.0
DEF Invesco Defensive Equity ETF 10.6 55 -20 7.3 -3.1
SPMO Invesco S&P 500 Momentum ETF 10.6 13 22 8.1 -2.3
WTV WisdomTree US Value Fund 10.4 12 23 9.8 -0.6
SNPV Xtrackers S&P ESG Value ETF 10.4 15 20 7.9 -2.5
DIVY Sound Equity Income ETF 10.3 45 -10 10.9 +0.5
MGV Vanguard Mega Cap Value ETF 10.3 7 28 8.3 -2.1
EQWL Invesco Russell Top 200 Equal Weight ETF 10.3 25 10 7.8 -2.6
VLUE iShares MSCI USA Value Factor ETF 10.3 15 20 12.4 +2.0
SDOG ALPS Sector Dividend Dogs ETF 10.3 40 -5 11.9 +1.5
IWD iShares Russell 1000 Value ETF 10.2 18 17 7.9 -2.5
VONV Vanguard Russell 1000 Value Index Fund 10.2 8 27 8.0 -2.4
HKND Humankind US Stock ETF 10.2 11 24 8.2 -2.2
FMIL Fidelity New Millennium ETF 10.2 59 -24 6.6 -3.8
PRF Invesco FTSE RAFI US 1000 ETF 10.2 39 -4 8.3 -2.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 10.1 29 6 8.7 -1.7
IYF iShares U.S. Financials ETF 10.1 39 -4 8.8 -1.6
SPYD SPDR S&P 500 High Dividend ETF 10.1 7 28 11.5 +1.1
FNDX Schwab Fundamental U.S. Large Co. Index ETF 10.1 25 10 8.2 -2.2
FXO First Trust Financials AlphaDEX Fund 10.1 61 -26 13.4 +3.1
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 10.1 20 15 9.4 -1.0
VYM Vanguard High Dividend Yield Index ETF 10.1 6 29 8.9 -1.5
MXI iShares Global Materials ETF 10.0 40 -5 9.6 -0.8
ILCV iShares Morningstar Value ETF 10.0 4 31 8.2 -2.2
VOOV Vanguard S&P 500 Value ETF 10.0 10 25 7.1 -3.3
IVE iShares S&P 500 Value ETF 10.0 18 17 6.9 -3.5
SPYV SPDR Portfolio S&P 500 Value ETF 9.9 4 31 7.1 -3.3
BUL Pacer US Cash Cows Growth ETF 9.8 60 -25 12.0 +1.6
GNR SPDR S&P Global Natural Resources ETF 9.8 40 -5 10.9 +0.5
SSPY Syntax Stratified LargeCap ETF 9.7 30 5 7.7 -2.7
IYK iShares U.S. Consumer Goods ETF 9.7 39 -4 6.6 -3.8
EVUS iShares ESG Aware MSCI USA Value ETF 9.7 18 17 8.5 -1.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 9.6 9 26 7.2 -3.2
SPGP Invesco S&P 500 GARP ETF 9.6 36 -1 9.7 -0.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 9.6 18 17 9.3 -1.1
IAT iShares U.S. Regional Banks ETF 9.5 39 -4 14.0 +3.6
KBE SPDR S&P Bank ETF 9.5 35 0 13.4 +3.1
FNDB Schwab Fundamental U.S. Broad Market Index ETF 9.4 25 10 8.2 -2.2
IUSV iShares Core S&P U.S. Value ETF 9.4 4 31 7.3 -3.1
HAP VanEck Natural Resources ETF 9.3 49 -14 9.5 -0.9
PEXL Pacer US Export Leaders ETF 9.3 60 -25 7.4 -3.0
CVY Invesco Zacks Multi-Asset Income ETF 9.3 100 -65 11.9 +1.5
RAYD Rayliant Quantitative Developed Market Equity ETF 9.3 80 -45 9.3 -1.1
PWC Invesco Dynamic Market ETF 9.3 60 -25 7.9 -2.5
SCHV Schwab U.S. Large-Cap Value ETF 9.3 4 31 8.0 -2.4
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 9.1 17 18 8.7 -1.7
IXG iShares Global Financials ETF 9.1 40 -5 9.6 -0.8
RSP Invesco S&P 500 Equal Weight ETF 9.1 20 15 7.4 -3.0
QVAL Alpha Architect U.S. Quantitative Value ETF 9.1 49 -14 15.0 +4.6
IMCV iShares Morningstar Mid-Cap Value ETF 9.0 6 29 9.5 -0.9
NULV Nuveen ESG Large-Cap Value ETF 9.0 25 10 8.9 -1.5
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 8.9 60 -25 8.8 -1.6
FILL iShares MSCI Global Energy Producers ETF 8.9 39 -4 10.1 -0.3
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 8.8 61 -26 8.4 -2.0
EPS WisdomTree U.S. Earnings 500 Fund 8.8 8 27 7.9 -2.5
EDOW First Trust Dow 30 Equal Weight ETF 8.7 50 -15 7.8 -2.6
SPXT ProShares S&P 500 Ex-Technology ETF 8.7 27 8 6.9 -3.5
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 8.6 46 -11 10.2 -0.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 8.6 20 15 8.0 -2.4
FVAL Fidelity Value Factor ETF 8.5 29 6 9.7 -0.7
DIVB iShares Core Dividend 8.5 5 30 9.5 -0.9
VO Vanguard Mid-Cap Index Fund 8.5 4 31 7.0 -3.4
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 8.5 60 -25 7.6 -2.8
WKLY SoFi Weekly Dividend ETF 8.4 49 -14 9.3 -1.1
FXG First Trust Consumer Staples AlphaDEX Fund 8.3 64 -29 7.4 -3.0
DIVD Altrius Global Dividend ETF 8.3 49 -14 12.3 +2.0
REVS Columbia Research Enhanced Value ETF 8.2 19 16 9.5 -0.9
YPS Arrow Reverse Cap 500 ETF 8.2 29 6 7.1 -3.3
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 8.2 35 0 7.4 -3.0
RGI Invesco S&P 500 Equal Weight Industrials ETF 8.2 40 -5 5.5 -4.9
CFA VictoryShares US 500 Volatility Weighted Index ETF 8.2 35 0 7.4 -3.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 8.2 52 -17 6.6 -3.8
RAFE PIMCO RAFI ESG U.S. ETF 8.2 29 6 8.7 -1.7
TPLC Timothy Plan US Large Cap Core ETF 8.2 52 -17 7.1 -3.3
FTC First Trust Large Cap Growth AlphaDEX Fund 8.1 59 -24 5.0 -5.4
IPDP Dividend Performers ETF 8.0 89 -54 6.8 -3.6
VFMF Vanguard U.S. Multifactor ETF 7.9 18 17 10.8 +0.4
RBLD First Trust Alerian US NextGen Infrastructure ETF 7.9 65 -30 6.1 -4.3
IVRA Invesco Real Assets ESG ETF 7.8 59 -24 7.3 -3.1
EQUL IQ Engender Equality ETF 7.8 45 -10 7.8 -2.6
DLN WisdomTree U.S. LargeCap Dividend Fund 7.7 28 7 7.8 -2.6
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 7.7 69 -34 8.1 -2.3
VEGI iShares MSCI Global Agriculture Producers ETF 7.6 39 -4 9.5 -0.9
CGDV Capital Group Dividend Value ETF 7.6 33 2 6.6 -3.8
SHE SPDR SSGA Gender Diversity Index ETF 7.6 20 15 6.4 -4.0
RNLC Large Cap US Equity Select ETF 7.6 60 -25 8.0 -2.4
SCHD Schwab U.S. Dividend Equity ETF 7.5 6 29 9.9 -0.5
EUSA iShares MSCI USA Equal Weighted ETF 7.5 9 26 7.2 -3.2
JAVA JPMorgan Active Value ETF 7.5 44 -9 7.2 -3.2
IYJ iShares U.S. Industrials ETF 7.5 39 -4 6.3 -4.1
ESGS Columbia Sustainable U.S. Equity Income ETF 7.4 35 0 8.1 -2.3
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 7.4 15 20 6.4 -4.0
AFLG First Trust Active Factor Large Cap ETF 7.4 55 -20 8.0 -2.4
GVLU Gotham 1000 Value ETF 7.4 50 -15 11.6 +1.2
JHML John Hancock Multifactor Large Cap ETF 7.4 29 6 6.9 -3.5
SFY SoFi Select 500 ETF 7.4 0 35 6.6 -3.8
SIXA 6 Meridian Mega Cap Equity ETF 7.4 82 -47 8.4 -2.0
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 7.4 60 -25 8.8 -1.6
DIA SPDR Dow Jones Industrial Average ETF Trust 7.4 16 19 7.1 -3.3
IVEG iShares Emergent Food and AgTech Multisector ETF 7.3 47 -12 9.4 -1.0
NACP Impact Shares NAACP Minority Empowerment ETF 7.3 49 -14 6.2 -4.2
QLC FlexShares US Quality Large Cap Index Fund 7.3 25 10 7.2 -3.2
DUSA Davis Select U.S. Equity ETF 7.3 61 -26 10.2 -0.2
RDIV Invesco S&P Ultra Dividend Revenue ETF 7.3 39 -4 14.9 +4.5
SIZE iShares MSCI USA Size Factor ETF 7.3 15 20 7.0 -3.4
WBIY WBI Power Factor High Dividend ETF 7.3 70 -35 14.2 +3.8
WLDR Affinity World Leaders Equity ETF 7.2 67 -32 10.1 -0.3
AVUS Avantis U.S. Equity ETF 7.2 15 20 7.5 -2.9
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 7.2 35 0 9.7 -0.7
DTD WisdomTree U.S.Total Dividend Fund 7.2 28 7 8.1 -2.3
DVND Touchstone Dividend Select ETF 7.2 67 -32 7.2 -3.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 7.2 9 26 7.1 -3.3
DJD Invesco Dow Jones Industrial Average Dividend ETF 7.1 7 28 10.7 +0.3
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 7.1 35 0 9.7 -0.7
BPAY BlackRock Future Financial and Technology ETF 7.1 70 -35 9.2 -1.2
UVDV UVA Dividend Value ETF 7.1 80 -45 8.0 -2.4
SMOT VanEck Morningstar SMID Moat ETF 7.0 49 -14 8.9 -1.5
KRE SPDR S&P Regional Banking ETF 7.0 35 0 13.8 +3.4
DBLV AdvisorShares DoubleLine Value Equity ETF 7.0 91 -56 12.7 +2.3
EQAL Invesco Russell 1000 Equal Weight ETF 7.0 20 15 7.3 -3.1
CLRG IQ Chaikin U.S. Large Cap ETF 6.8 25 10 7.4 -3.0
SNPE Xtrackers S&P 500 ESG ETF 6.8 10 25 6.5 -3.9
CATH Global X S&P 500 Catholic Values Custom ETF 6.8 29 6 6.2 -4.2
QVML Invesco S&P 500 QVM Multi-factor ETF 6.8 11 24 6.9 -3.5
DGRO iShares Core Dividend Growth ETF 6.8 8 27 7.8 -2.6
VALQ American Century STOXX U.S. Quality Value ETF 6.7 29 6 10.5 +0.1
GSPY Gotham Enhanced 500 ETF 6.7 50 -15 6.8 -3.6
IMCB iShares Morningstar Mid-Cap ETF 6.7 4 31 7.3 -3.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 6.7 4 31 7.2 -3.2
ICAP InfraCap Equity Income Fund ETF 6.7 80 -45 11.6 +1.2
RNDV US Equity Dividend Select ETF 6.7 50 -15 11.0 +0.6
FTGS First Trust Growth Strength ETF 6.7 60 -25 9.1 -1.3
BFOR Barron's 400 ETF 6.6 65 -30 9.6 -0.8
DURA VanEck Morningstar Durable Dividend ETF 6.6 29 6 8.5 -1.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 6.6 24 11 9.6 -0.8
SPXV ProShares S&P 500 Ex-Health Care ETF 6.5 27 8 5.9 -4.5
YLDE ClearBridge Dividend Strategy ESG ETF 6.5 59 -24 6.3 -4.1
IWS iShares Russell Mid-Cap Value ETF 6.5 23 12 7.8 -2.6
BRNY Burney U.S. Factor Rotation ETF 6.5 79 -44 8.8 -1.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 6.5 75 -40 6.9 -3.5
MOO VanEck Agribusiness ETF 6.5 52 -17 9.6 -0.8
ZECP Zacks Earnings Consistent Portfolio ETF 6.5 55 -20 6.5 -3.9
JHMM John Hancock Multifactor Mid Cap ETF 6.5 41 -6 8.1 -2.3
FCPI Fidelity Stocks for Inflation ETF 6.4 29 6 10.0 -0.4
NUDV Nuveen ESG Dividend ETF 6.4 25 10 8.4 -2.0
IUS Invesco Strategic US ETF 6.4 19 16 7.9 -2.5
PPA Invesco Aerospace & Defense ETF 6.3 61 -26 4.7 -5.7
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 6.3 30 5 9.8 -0.6
EQOP Natixis U.S. Equity Opportunities ETF 6.3 85 -50 6.0 -4.4
VAMO Cambria Value & Momentum ETF 6.3 64 -29 12.7 +2.3
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 6.2 20 15 6.9 -3.5
FSST Fidelity Sustainability U.S. Equity ETF 6.2 59 -24 6.0 -4.4
YALL God Bless America ETF 6.2 65 -30 3.8 -6.6
FCTR First Trust Lunt U.S. Factor Rotation ETF 6.2 65 -30 6.4 -4.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 6.2 20 15 6.2 -4.2
AHOY Newday Ocean Health ETF 6.1 75 -40 6.7 -3.7
IVV iShares Core S&P 500 ETF 6.1 3 32 6.5 -3.9
RHS Invesco S&P 500 Equal Weight Consumer Staples ETF 6.1 40 -5 6.9 -3.5
SPY SPDR S&P 500 ETF Trust 6.1 9 26 6.4 -4.0
VOO VANGUARD S&P 500 ETF 6.1 3 32 6.5 -3.9
BUZZ VanEck Social Sentiment ETF 6.1 75 -40 2.3 -8.1
SPLG SPDR Portfolio S&P 500 ETF 6.1 3 32 6.5 -3.9
BIBL Inspire ETF 6.1 35 0 6.0 -4.4
DGT SPDR Global Dow ETF 6.1 50 -15 8.2 -2.2
JOET Virtus Terranova US Quality Momentum ETF 6.0 29 6 7.5 -2.9
FBCV Fidelity Blue Chip Value ETF 6.0 59 -24 7.8 -2.6
XVV iShares ESG Screened S&P 500 ETF 5.9 8 27 6.4 -4.0
DFAC Dimensional U.S. Core Equity 2 ETF 5.9 19 16 7.3 -3.1
VOTE Engine No. 1 Transform 500 ETF 5.9 5 30 6.2 -4.2
TPYP Tortoise North American Pipeline Fund 5.9 40 -5 5.6 -4.8
USAI Pacer American Energy Independence ETF 5.9 75 -40 4.0 -6.4
EINC VanEck Energy Income ETF 5.9 46 -11 5.0 -5.4
MLPX Global X MLP & Energy Infrastructure ETF 5.9 45 -10 5.3 -5.1
UMI USCF Midstream Energy Income Fund ETF 5.9 85 -50 3.4 -7.0
ENFR Alerian Energy Infrastructure ETF 5.9 35 0 5.0 -5.4
ESGU iShares MSCI USA ESG Optimized ETF 5.9 15 20 6.4 -4.0
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 5.9 20 15 6.3 -4.1
PBUS Invesco PureBeta MSCI USA ETF 5.9 4 31 6.4 -4.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 5.8 2 33 6.4 -4.0
STRV Strive 500 ETF 5.8 5 30 6.3 -4.1
VV Vanguard Large-Cap Index Fund 5.8 4 31 6.3 -4.1
LCF Touchstone US Large Cap Focused ETF 5.8 69 -34 5.3 -5.1
DFAU Dimensional US Core Equity Market ETF 5.8 12 23 6.6 -3.8
ILCB iShares Morningstar U.S. Equity ETF 5.8 3 32 6.4 -4.0
NDIV Amplify Natural Resources Dividend Income ETF 5.8 59 -24 13.8 +3.4
JMOM JPMorgan U.S. Momentum Factor ETF 5.8 12 23 6.9 -3.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 5.7 7 28 6.3 -4.1
SAMT Strategas Macro Thematic Opportunities ETF 5.7 65 -30 4.2 -6.2
MMTM SPDR S&P 1500 Momentum Tilt ETF 5.7 12 23 6.3 -4.1
DEIF Sterling Capital Diverse Multi-Manager Active ETF 5.7 65 -30 7.4 -3.0
SCHX Schwab U.S. Large-Cap ETF 5.7 3 32 6.3 -4.1
GDVD R3 Global Dividend Growth ETF 5.7 88 -53 7.1 -3.3
RESP WisdomTree US ESG Fund of Benef Interest 5.7 28 7 7.5 -2.9
SPTM SPDR Portfolio Total Stock Market ETF 5.7 3 32 6.7 -3.7
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 5.7 30 5 9.1 -1.3
HLGE Hartford Longevity Economy ETF 5.7 44 -9 9.2 -1.2
ORFN Constrained Capital ESG Orphans ETF 5.6 75 -40 6.8 -3.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 5.6 30 5 5.7 -4.7
IWL iShares Russell Top 200 ETF 5.6 15 20 6.1 -4.3
IWB iShares Russell 1000 ETF 5.6 15 20 6.2 -4.2
VONE Vanguard Russell 1000 ETF 5.6 8 27 6.3 -4.1
IWR iShares Russell Midcap ETF 5.6 18 17 6.7 -3.7
SCHK Schwab 1000 Index ETF 5.6 5 30 6.4 -4.0
DFUS Dimensional U.S. Equity ETF 5.6 11 24 6.4 -4.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 5.6 11 24 6.3 -4.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 5.6 25 10 6.9 -3.5
JVAL JPMorgan U.S. Value Factor ETF 5.6 12 23 10.1 -0.3
SPLV Invesco S&P 500 Low Volatility ETF 5.6 25 10 6.9 -3.5
IYY iShares Dow Jones U.S. ETF 5.5 20 15 6.2 -4.2
FTAG First Trust Indxx Global Agriculture ETF 5.5 70 -35 11.4 +1.0
FDVV Fidelity Core Dividend ETF 5.5 29 6 11.7 +1.3
BKLC BNY Mellon US Large Cap Core Equity ETF 5.5 0 35 6.2 -4.2
ESG FlexShares STOXX US ESG Impact Index Fund 5.5 32 3 6.3 -4.1
FLDZ RiverNorth Volition America Patriot ETF 5.5 70 -35 7.0 -3.4
QDYN FlexShares Quality Dividend Dynamic Index Fund 5.5 37 -2 9.2 -1.2
KRMA Global X Conscious Companies ETF 5.4 43 -8 6.7 -3.7
FPAG FPA Global Equity ETF 5.4 49 -14 6.5 -3.9
ECOZ TrueMark ESG Active Opportunities ETF 5.4 58 -23 5.2 -5.2
SPXE ProShares S&P 500 Ex-Energy ETF 5.4 27 8 6.2 -4.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 5.4 19 16 7.5 -2.9
DUHP Dimensional US High Profitability ETF 5.4 22 13 8.9 -1.5
BKUS BNY Mellon Sustainable US Equity ETF 5.4 60 -25 5.5 -4.9
VDC Vanguard Consumer Staples Index Fund 5.3 10 25 6.2 -4.2
FSTA Fidelity MSCI Consumer Staples Index ETF 5.3 8 27 6.1 -4.3
XLP Consumer Staples Select Sector SPDR Fund 5.3 10 25 6.2 -4.2
XLI Industrial Select Sector SPDR Fund 5.3 10 25 6.3 -4.1
HVAL ALPS Hillman Active Value ETF 5.3 55 -20 7.9 -2.5
SCHB Schwab U.S. Broad Market ETF 5.3 3 32 6.3 -4.1
VTI Vanguard Total Stock Market Index Fund 5.3 3 32 6.1 -4.3
IWV iShares Russell 3000 ETF 5.3 20 15 6.1 -4.3
MGC Vanguard Mega Cap Index Fund 5.3 7 28 6.2 -4.2
VTHR Vanguard Russell 3000 Index Fund 5.3 10 25 6.2 -4.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 5.3 3 32 6.2 -4.2
LEAD Siren DIVCON Leaders Dividend ETF 5.3 43 -8 7.2 -3.2
ITAN Sparkline Intangible Value ETF 5.2 50 -15 7.5 -2.9
KCAL Subversive Food Security ETF 5.2 75 -40 7.6 -2.8
RTH VanEck Retail ETF 5.2 35 0 6.4 -4.0
RVRB Reverb ETF 5.2 30 5 6.3 -4.1
LYFE 2nd Vote Life Neutral Plus ETF 5.2 75 -40 7.7 -2.7
AIVL WisdomTree U.S. AI Enhanced Value Fund 5.2 38 -3 7.6 -2.8
ONEV SPDR Russell 1000 Low Volatility Focus ETF 5.2 20 15 8.7 -1.7
JHDV John Hancock U.S. High Dividend ETF 5.2 34 1 8.7 -1.7
DFSU Dimensional US Sustainability Core 1 ETF 5.1 18 17 7.1 -3.3
IAK iShares U.S. Insurance ETF 5.1 39 -4 8.2 -2.2
VIG Vanguard Dividend Appreciation Index Fund 5.1 6 29 7.0 -3.4
PAVE Global X U.S. Infrastructure Development ETF 5.1 47 -12 7.8 -2.6
BBLU EA Bridgeway Blue Chip ETF 5.1 15 20 6.8 -3.6
CRAK VanEck Oil Refiners ETF 5.1 59 -24 13.1 +2.7
GDIV Harbor Dividend Growth Leaders ETF 5.1 50 -15 7.3 -3.1
OEF iShares S&P 100 ETF 5.0 20 15 6.1 -4.3
GDEF Goldman Sachs Defensive Equity ETF 5.0 55 -20 5.7 -4.7
ALTL Pacer Lunt Large Cap Alternator ETF 5.0 60 -25 4.7 -5.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 5.0 7 28 6.3 -4.1
FDMO Fidelity Momentum Factor ETF 5.0 29 6 6.4 -4.0
JCTR JPMorgan Carbon Transition U.S. Equity ETF 5.0 15 20 6.0 -4.4
LRGF iShares Edge MSCI Multifactor USA ETF 4.9 8 27 7.5 -2.9
PFM Invesco Dividend Achievers ETF 4.9 53 -18 6.8 -3.6
ACSI American Customer Satisfaction Core Alpha ETF 4.9 65 -30 6.4 -4.0
SUSA iShares MSCI USA ESG Select ETF 4.9 25 10 6.4 -4.0
DFND Siren DIVCON Dividend Defender ETF 4.9 150 -115 5.9 -4.5
FIDU Fidelity MSCI Industrials Index ETF 4.8 8 27 6.3 -4.1
VFQY Vanguard U.S. Quality Factor ETF 4.8 13 22 8.5 -1.9
VIS Vanguard Industrials Index Fund 4.8 10 25 6.0 -4.4
QDF FlexShares Quality Dividend Index Fund 4.8 37 -2 8.4 -2.0
SCHM Schwab U.S. Mid-Cap ETF 4.8 4 31 6.8 -3.6
BLES Inspire Global Hope Large Cap ETF 4.7 49 -14 7.7 -2.7
FTRI First Trust Indxx Global Natural Resources Income ETF 4.7 70 -35 21.9 +11.5
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 4.7 25 10 7.0 -3.4
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.7 35 0 6.9 -3.5
SPHQ Invesco S&P 500 Quality ETF 4.7 15 20 6.8 -3.6
CZA Invesco Zacks Mid-Cap ETF 4.7 69 -34 7.9 -2.5
IMCG iShares Morningstar Mid-Cap Growth ETF 4.6 6 29 5.3 -5.1
MISL First Trust Indxx Aerospace & Defense ETF 4.6 60 -25 4.6 -5.8
ITA iShares U.S. Aerospace & Defense ETF 4.6 39 -4 3.3 -7.1
XAR SPDR S&P Aerospace & Defense ETF 4.6 35 0 2.1 -8.3
MBCC Monarch Blue Chips Core ETF 4.6 125 -90 4.0 -6.4
RECS Columbia Research Enhanced Core ETF 4.6 15 20 7.5 -2.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.6 15 20 6.8 -3.6
VSLU Applied Finance Valuation Large Cap ETF 4.5 49 -14 7.2 -3.2
QUS SPDR MSCI USA StrategicFactors ETF 4.5 15 20 7.0 -3.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 4.5 14 21 6.3 -4.1
VOT Vanguard Mid-Cap Growth Index Fund 4.5 7 28 5.2 -5.2
WOMN Impact Shares YWCA Women's Empowerment ETF 4.4 75 -40 6.0 -4.4
SAGP Strategas Global Policy Opportunities ETF 4.4 65 -30 7.6 -2.8
FDRR Fidelity Dividend ETF for Rising Rates 4.4 29 6 9.6 -0.8
TIME Clockwise Capital Innovation ETF 4.4 95 -60 3.0 -7.4
TTAC TrimTabs US Free Cash Flow Quality ETF 4.4 59 -24 7.5 -2.9
ROUS Hartford Multifactor US Equity ETF 4.4 19 16 8.9 -1.5
JZRO Janus Henderson Net Zero Transition Resources ETF 4.4 60 -25 7.8 -2.6
VFMO Vanguard U.S. Momentum Factor ETF 4.3 13 22 4.3 -6.1
FDL First Trust Morningstar Dividend Leaders Index Fund 4.3 45 -10 11.0 +0.6
ACVF American Conservative Values ETF 4.3 75 -40 5.6 -4.8
DSTL Distillate US Fundamental Stability & Value ETF 4.3 39 -4 8.6 -1.8
EXI iShares Global Industrials ETF 4.3 40 -5 6.5 -3.9
VDNI V-Shares US Leadership Diversity ETF 4.3 29 6 6.5 -3.9
KVLE KFA Value Liner Dynamic Core Equity Index ETF 4.3 55 -20 7.1 -3.3
TOK iShares MSCI Kokusai ETF 4.3 25 10 6.7 -3.7
FDWM Fidelity Women's Leadership ETF 4.3 59 -24 6.2 -4.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 4.3 9 26 6.8 -3.6
PEY Invesco High Yield Equity Dividend Achievers ETF 4.3 53 -18 9.9 -0.5
ESGV Vanguard ESG U.S. Stock ETF 4.3 9 26 6.2 -4.2
KOKU Xtrackers MSCI Kokusai Equity ETF 4.2 9 26 6.9 -3.5
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 4.2 12 23 6.4 -4.0
EMLP First Trust North American Energy Infrastructure Fund 4.2 95 -60 5.6 -4.8
CGUS Capital Group Core Equity ETF 4.2 33 2 6.1 -4.3
DON WisdomTree U.S. MidCap Dividend Fund 4.2 38 -3 10.3 -0.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4.2 10 25 6.6 -3.8
IPAY ETFMG Prime Mobile Payments ETF 4.1 75 -40 8.1 -2.3
PDP Invesco DWA Momentum ETF 4.1 62 -27 6.4 -4.0
KXI iShares Global Consumer Staples ETF 4.1 40 -5 6.0 -4.4
ECLN First Trust EIP Carbon Impact ETF 4.1 95 -60 4.7 -5.7
EGIS 2nd Vote Society Defended ETF 4.1 75 -40 7.4 -3.0
SPXN ProShares S&P 500 Ex-Financials ETF 4.1 27 8 6.2 -4.2
HEET Hartford Schroders ESG US Equity ETF 4.1 39 -4 7.3 -3.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 4.1 63 -28 3.9 -6.5
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 4.1 29 6 6.5 -3.9
KRUZ Unusual Whales Subversive Republican Trading ETF 4.1 75 -40 6.7 -3.7
SPHB Invesco S&P 500 High Beta ETF 4.0 25 10 4.7 -5.7
DEW WisdomTree Global High Dividend Fund 4.0 58 -23 11.0 +0.6
URTH iShares MSCI World ETF 4.0 24 11 6.8 -3.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 4.0 60 -25 5.3 -5.1
HAPI Harbor Corporate Culture ETF 4.0 36 -1 5.9 -4.5
IWP iShares Russell Mid-Cap Growth ETF 4.0 23 12 5.4 -5.0
KIE SPDR S&P Insurance ETF 3.9 35 0 8.9 -1.5
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 3.9 60 -25 6.0 -4.4
HLAL Wahed FTSE USA Shariah ETF 3.9 50 -15 6.0 -4.4
USMF WisdomTree U.S. Multifactor Fund 3.9 28 7 8.9 -1.5
CUT Invesco MSCI Global Timber ETF 3.8 60 -25 9.8 -0.6
RYJ Invesco Raymond James SB-1 Equity ETF 3.8 81 -46 5.7 -4.7
ABEQ Absolute Core Strategy ETF 3.8 85 -50 5.0 -5.4
LEGR First Trust Indxx Innovative Transaction & Process ETF 3.8 65 -30 8.8 -1.6
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 3.8 85 -50 9.5 -0.9
GMET VanEck Green Metals ETF 3.8 59 -24 10.8 +0.4
DMAT Global X Disruptive Materials ETF 3.8 59 -24 10.3 -0.1
SETM Sprott Energy Transition Materials ETF 3.8 65 -30 5.4 -5.0
HDUS Hartford Disciplined US Equity ETF 3.7 19 16 7.5 -2.9
UDI USCF Dividend Income Fund 3.7 65 -30 9.2 -1.2
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 3.7 17 18 6.5 -3.9
NULC Nuveen ESG Large-Cap ETF 3.7 20 15 6.5 -3.9
NTZG Nuveen Global Net Zero Transition ETF 3.7 55 -20 5.9 -4.5
FSMO Fidelity Small-Mid Cap Opportunities ETF 3.7 64 -29 8.3 -2.1
IQSM IQ Candriam ESG U.S. Mid Cap Equity ETF 3.6 15 20 7.6 -2.8
ACWI iShares MSCI ACWI ETF 3.6 32 3 7.0 -3.4
FLV American Century Focused Large Cap Value ETF 3.6 42 -7 7.2 -3.2
VNMC Natixis Vaughan Nelson Mid Cap ETF 3.6 85 -50 7.5 -2.9
FTXG First Trust Nasdaq Food & Beverage ETF 3.6 60 -25 5.8 -4.6
GLOF iShares Global Equity Factor ETF 3.5 20 15 9.1 -1.3
QUAL iShares MSCI Usa Quality Factor ETF 3.5 15 20 7.5 -2.9
NANC Unusual Whales Subversive Democratic Trading ETF 3.5 75 -40 5.2 -5.2
PWB Invesco Dynamic Large Cap Growth ETF 3.5 56 -21 5.5 -4.9
IQSU IQ Candriam ESG US Equity ETF 3.5 9 26 5.9 -4.5
ESGG FlexShares STOXX Global ESG Impact Index Fund 3.4 42 -7 6.9 -3.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.4 25 10 7.9 -2.5
VSDA VictoryShares Dividend Accelerator ETF 3.4 35 0 7.2 -3.2
HDV iShares Core High Dividend ETF 3.3 8 27 10.0 -0.4
TRFM AAM Transformers ETF 3.3 49 -14 2.2 -8.2
MOTE VanEck Morningstar ESG Moat ETF 3.3 49 -14 6.5 -3.9
RYH Invesco S&P 500 Equal Weight Health Care ETF 3.3 40 -5 8.9 -1.5
XHS SPDR S&P Health Care Services ETF 3.3 35 0 0.1 -10.3
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 3.3 60 -25 2.6 -7.8
CGGR Capital Group Growth ETF 3.3 39 -4 4.4 -6.0
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 3.2 60 -25 13.1 +2.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 3.2 20 15 7.3 -3.1
WGRO WisdomTree U.S. Growth & Momentum Fund 3.2 55 -20 7.6 -2.8
CWS AdvisorShares Focused Equity ETF 3.2 66 -31 6.6 -3.8
ADME Aptus Drawdown Managed Equity ETF 3.2 79 -44 5.9 -4.5
VT Vanguard Total World Stock ETF 3.1 7 28 7.1 -3.3
JEPI JPMorgan Equity Premium Income ETF 3.1 35 0 6.3 -4.1
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.1 15 20 7.7 -2.7
ROCI ROC ETF 3.1 49 -14 5.6 -4.8
PSL Invesco DWA Consumer Staples Momentum ETF 3.1 60 -25 5.7 -4.7
XLG Invesco S&P 500 Top 50 ETF 3.1 20 15 5.7 -4.7
XOUT GraniteShares XOUT U.S. Large Cap ETF 3.1 60 -25 5.8 -4.6
AIEQ AI Powered Equity ETF 3.1 75 -40 2.6 -7.8
PBJ Invesco Dynamic Food & Beverage ETF 3.1 63 -28 5.7 -4.7
SUSL iShares ESG MSCI USA Leaders ETF 3.0 10 25 6.4 -4.0
SPMV Invesco S&P 500 Minimum Variance ETF 3.0 10 25 6.3 -4.1
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 3.0 68 -33 -0.8 -11.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 3.0 10 25 6.4 -4.0
SNPG Xtrackers S&P 500 Growth ESG ETF 3.0 15 20 6.5 -3.9
GENY Principal Millennials Index ETF 3.0 45 -10 7.5 -2.9
VEGN US Vegan Climate ETF 3.0 60 -25 5.7 -4.7
JETS US Global Jets ETF 2.9 60 -25 -14.7 -25.1
YUMY VanEck Future of Food ETF 2.9 69 -34 4.3 -6.1
DHS WisdomTree U.S. High Dividend Fund 2.9 38 -3 10.6 +0.2
FLLV Franklin Liberty U.S. Low Volatility ETF 2.9 29 6 6.6 -3.8
FVD First Trust Value Line Dividend Index Fund 2.9 67 -32 6.9 -3.5
FPX First Trust US IPO Index Fund 2.9 57 -22 1.4 -9.0
WDNA WisdomTree BioRevolution Fund 2.9 45 -10 -4.1 -14.5
FITE SPDR Kensho Future Security ETF 2.9 45 -10 3.2 -7.2
TMDV ProShares Russell US Dividend Growers ETF 2.9 36 -1 6.6 -3.8
PXJ Invesco Dynamic Oil & Gas Services ETF 2.9 63 -28 0.3 -10.1
XES SPDR S&P Oil & Gas Equipment & Services ETF 2.9 35 0 -1.6 -12.0
IEZ iShares U.S. Oil Equipment & Services ETF 2.9 39 -4 1.7 -8.7
OIH VanEck Oil Services ETF 2.9 35 0 1.7 -8.7
GLIF AGFiQ Global Infrastructure ETF 2.9 45 -10 6.3 -4.1
PUI Invesco DWA Utilities Momentum ETF 2.9 60 -25 5.9 -4.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 2.9 35 0 8.0 -2.4
KOCG FIS Knights of Columbus Global Belief ETF 2.9 75 -40 7.8 -2.6
WBAT WisdomTree Battery Value Chain and Innovation Fund 2.9 45 -10 3.3 -7.1
IOO iShares Global 100 ETF 2.9 40 -5 6.8 -3.6
FLQL Franklin LibertyQ U.S. Equity ETF 2.9 15 20 8.2 -2.2
TMFC Motley Fool 100 Index ETF 2.8 50 -15 4.8 -5.6
FBCG Fidelity Blue Chip Growth ETF 2.8 59 -24 2.5 -7.9
QDEF FlexShares Quality Dividend Defensive Index Fund 2.8 37 -2 7.9 -2.5
VOOG Vanguard S&P 500 Growth ETF 2.8 10 25 6.5 -3.9
SDY SPDR S&P Dividend ETF 2.8 35 0 7.4 -3.0
IVW iShares S&P 500 Growth ETF 2.8 18 17 6.4 -4.0
SPYG SPDR Portfolio S&P 500 Growth ETF 2.8 4 31 6.6 -3.8
OALC OneAscent Large Cap Core ETF 2.8 76 -41 6.6 -3.8
KBWP Invesco KBW Property & Casualty Insurance ETF 2.8 35 0 7.3 -3.1
DIVZ TrueShares Low Volatility Equity Income ETF 2.8 65 -30 8.9 -1.5
UAV AdvisorShares Drone Technology ETF 2.8 99 -64 5.7 -4.7
IGF iShares Global Infrastructure ETF 2.8 40 -5 5.1 -5.3
GII SPDR S&P Global Infrastructure ETF 2.7 40 -5 5.1 -5.3
SYNB Putnam BioRevolution ETF 2.7 70 -35 0.0 -10.4
RFFC RiverFront Dynamic US Flex-Cap ETF 2.7 52 -17 7.7 -2.7
IUSG iShares Core S&P US Growth ETF 2.7 4 31 6.6 -3.8
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 2.7 47 -12 5.7 -4.7
DSI iShares MSCI KLD 400 Social ETF 2.6 25 10 6.4 -4.0
XLV Health Care Select Sector SPDR Fund 2.6 10 25 9.2 -1.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.6 70 -35 6.3 -4.1
KONG Formidable Fortress ETF 2.6 89 -54 6.1 -4.3
FDG American Century Focused Dynamic Growth ETF 2.6 45 -10 3.1 -7.3
GURU Global X Guru Index ETF 2.6 75 -40 5.0 -5.4
FQAL Fidelity Quality Factor ETF 2.6 29 6 7.4 -3.0
GCOW Pacer Global High Dividend ETF 2.6 60 -25 16.9 +6.5
VUSE Vident Core US Equity Fund 2.6 50 -15 7.8 -2.6
STLV iShares Factors US Value Style ETF 2.5 25 10 11.0 +0.6
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 2.5 15 20 8.0 -2.4
EGUS iShares ESG Aware MSCI USA Growth ETF 2.5 15 20 5.1 -5.3
IFRA iShares U.S. Infrastructure ETF 2.5 30 5 6.7 -3.7
IAI iShares U.S. Broker-Dealers ETF 2.5 39 -4 9.2 -1.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.5 12 23 6.5 -3.9
USXF iShares ESG Advanced MSCI USA ETF 2.5 10 25 6.1 -4.3
QWLD SPDR MSCI World StrategicFactors ETF 2.5 30 5 7.4 -3.0
CVAR Cultivar ETF 2.5 87 -52 9.0 -1.4
DGRW WisdomTree U.S. Quality Dividend Growth Fund 2.5 28 7 6.9 -3.5
VHT Vanguard Health Care Index Fund 2.4 10 25 7.2 -3.2
FHLC Fidelity MSCI Health Care Index ETF 2.4 8 27 7.1 -3.3
BECO BlackRock Future Climate and Sustainable Economy ETF 2.4 70 -35 5.1 -5.3
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 2.4 39 -4 6.6 -3.8
QGRO American Century STOXX U.S. Quality Growth ETF 2.4 29 6 6.2 -4.2
JGRO JPMorgan Active Growth ETF 2.4 44 -9 4.5 -5.9
LETB AdvisorShares Let Bob AI Powered Momentum ETF 2.4 107 -72 6.9 -3.5
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.4 52 -17 8.1 -2.3
MOAT VanEck Morningstar Wide Moat ETF 2.3 47 -12 6.4 -4.0
FLRG Fidelity U.S. Multifactor ETF 2.3 29 6 8.2 -2.2
PPH VanEck Pharmaceutical ETF 2.3 35 0 12.9 +2.5
NZUS SPDR MSCI USA Climate Paris Aligned ETF 2.3 10 25 6.0 -4.4
DRIV Global X Autonomous & Electric Vehicles ETF 2.2 68 -33 4.7 -5.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.2 10 25 5.9 -4.5
VRAI Virtus Real Asset Income ETF 2.2 55 -20 8.5 -1.9
IXJ iShares Global Healthcare ETF 2.1 40 -5 8.1 -2.3
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 2.1 45 -10 5.2 -5.2
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 2.1 80 -45 8.5 -1.9
JSML Janus Henderson Small Cap Growth Alpha ETF 2.1 30 5 9.4 -1.0
FTCS First Trust Capital Strength ETF 2.1 55 -20 8.1 -2.3
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.1 41 -6 7.5 -2.9
SCHG Schwab U.S. Large-Cap Growth ETF 2.1 40 -5 4.7 -5.7
MOTG VanEck Morningstar Global Wide Moat ETF 2.1 52 -17 7.1 -3.3
TMFX Motley Fool Next Index ETF 2.0 50 -15 4.0 -6.4
LVHD Legg Mason Low Volatility High Dividend ETF 2.0 27 8 8.6 -1.8
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 2.0 45 -10 6.5 -3.9
BOSS Global X Founder-Run Companies ETF 2.0 45 -10 3.3 -7.1
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.0 35 0 9.2 -1.2
INFL Horizon Kinetics Inflation Beneficiaries ETF 2.0 85 -50 6.1 -4.3
KROP Global X AgTech & Food Innovation ETF 1.9 50 -15 -1.4 -11.7
WDIV SPDR Global Dividend ETF 1.9 40 -5 12.2 +1.8
OUSM ALPS O'Shares Russell Small Cap Quality Dividend ETF 1.9 48 -13 8.2 -2.2
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 1.9 108 -73 2.9 -7.5
LIT Global X Lithium & Battery Tech ETF 1.9 75 -40 4.7 -5.7
ACES ALPS Clean Energy ETF 1.9 55 -20 -2.5 -12.9
LITP Sprott Lithium Miners ETF 1.9 65 -30 8.8 -1.6
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 1.9 58 -23 -0.2 -10.5
ION ProShares S&P Global Core Battery Metals ETF 1.9 58 -23 11.0 +0.6
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 1.9 70 -35 3.3 -7.1
VIRS Pacer BioThreat Strategy ETF 1.9 70 -35 7.3 -3.1
KOMP SPDR Kensho New Economies Composite ETF 1.9 20 15 -1.0 -11.4
ZIG The Acquirers Fund 1.9 89 -54 18.8 +8.5
HOMZ Hoya Capital Housing ETF 1.9 30 5 10.0 -0.4
BMED BlackRock Future Health ETF 1.9 85 -50 2.0 -8.4
ILCG iShares Morningstar Growth ETF 1.9 4 31 5.1 -5.3
WOOD iShares Global Timber & Forestry ETF 1.9 40 -5 11.0 +0.6
GRZZ Grizzle Growth ETF 1.9 75 -40 7.1 -3.3
XMVM Invesco S&P MidCap Value with Momentum ETF 1.8 39 -4 14.0 +3.6
MRND IQ U.S. Mid Cap R&D Leaders ETF 1.8 16 19 -1.0 -11.4
COPX Global X Copper Miners ETF 1.8 65 -30 9.2 -1.2
PICK iShares MSCI Global Metals & Mining Producers ETF 1.8 39 -4 14.3 +3.9
BATT Amplify Lithium & Battery Technology ETF 1.8 59 -24 4.8 -5.6
XME SPDR S&P Metals & Mining ETF 1.8 35 0 9.2 -1.2
SPRX Spear Alpha ETF 1.8 75 -40 1.6 -8.8
SMMD iShares Russell 2500 ETF 1.8 15 20 6.6 -3.8
AMID Argent Mid Cap ETF 1.8 52 -17 9.6 -0.8
WCEO Hypatia Women CEO ETF 1.8 85 -50 6.5 -3.9
BNE Blue Horizon BNE ETF 1.8 87 -52 4.3 -6.1
VBR Vanguard Small Cap Value Index Fund 1.7 7 28 9.7 -0.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.7 30 5 9.2 -1.2
CNRG SPDR S&P Kensho Clean Power ETF 1.7 45 -10 2.8 -7.6
FAN First Trust Global Wind Energy ETF 1.7 62 -27 4.5 -5.9
NETZ Engine No 1 Transform Climate ETF 1.7 75 -40 6.8 -3.6
SFYF SoFi 50 ETF 1.7 29 6 -6.7 -17.1
PRN Invesco DWA Industrials Momentum ETF 1.7 60 -25 6.9 -3.5
IETC iShares Evolved U.S. Technology ETF 1.7 18 17 5.3 -5.1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.6 49 -14 7.9 -2.5
KCE SPDR S&P Capital Markets ETF 1.6 35 0 9.5 -0.9
DWLD Davis Select Worldwide ETF 1.6 62 -27 8.8 -1.6
VFMV Vanguard U.S. Minimum Volatility ETF 1.6 13 22 6.7 -3.7
LRND IQ U.S. Large Cap R&D Leaders ETF 1.6 14 21 6.4 -4.0
USMV iShares Edge MSCI Min Vol USA ETF 1.5 15 20 6.7 -3.7
VB Vanguard Small-Cap ETF 1.5 5 30 6.3 -4.1
UFO Procure Space ETF 1.5 75 -40 2.1 -8.3
RSHO Tema American Reshoring ETF 1.5 75 -40 3.9 -6.5
ROKT SPDR S&P Kensho Final Frontiers ETF 1.5 45 -10 1.5 -8.9
EFRA iShares Environmental Infrastructure and Industrials ETF 1.5 47 -12 6.5 -3.9
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.5 55 -20 4.4 -6.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.5 18 17 6.6 -3.8
RUFF Alpha Dog ETF 1.5 90 -55 5.9 -4.5
PFI Invesco DWA Financial Momentum ETF 1.5 60 -25 7.4 -3.0
JRNY ALPS Global Travel Beneficiaries ETF 1.5 65 -30 0.8 -9.6
HAIL SPDR S&P Kensho Smart Mobility ETF 1.4 45 -10 -4.3 -14.6
VONG Vanguard Russell 1000 Growth Index Fund 1.4 8 27 5.7 -4.7
IWF iShares Russell 1000 Growth ETF 1.4 18 17 5.6 -4.8
STXG Strive 1000 Growth ETF 1.4 18 17 5.4 -5.0
PRNT The 3D Printing ETF 1.4 66 -31 -4.0 -14.4
IEDI iShares Evolved U.S. Discretionary Spending ETF 1.3 18 17 6.0 -4.4
PBW Invesco WilderHill Clean Energy ETF 1.3 61 -26 -7.0 -17.3
GSFP Goldman Sachs Future Planet Equity ETF 1.3 75 -40 4.0 -6.4
VUG Vanguard Growth Index Fund 1.3 4 31 5.1 -5.3
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 1.3 49 -14 6.4 -4.0
VBK Vanguard Small-Cap Growth Index Fund 1.3 7 28 1.6 -8.8
AESR Anfield U.S. Equity Sector Rotation ETF 1.3 112 -77 5.6 -4.8
DSMC Distillate Small/Mid Cash Flow ETF 1.3 55 -20 14.5 +4.1
JQUA JPMorgan U.S. Quality Factor ETF 1.3 12 23 7.0 -3.4
FTXR First Trust Nasdaq Transportation ETF 1.3 60 -25 7.6 -2.8
NULG Nuveen ESG Large-Cap Growth ETF 1.2 25 10 5.1 -5.3
SXQG 6 Meridian Quality Growth ETF 1.2 100 -65 5.4 -5.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.2 49 -14 5.8 -4.6
NUMG Nuveen ESG Mid-Cap Growth ETF 1.2 30 5 4.7 -5.7
ETHO Etho Climate Leadership U.S. ETF 1.2 47 -12 5.7 -4.7
PSET Principal Price Setters Index ETF 1.1 15 20 7.1 -3.3
EATV VegTech Plant-based Innovation & Climate ETF 1.1 75 -40 2.8 -7.6
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.1 75 -40 6.4 -4.0
HAPY Harbor Corporate Culture Leaders ETF 1.1 36 -1 4.7 -5.7
PAWZ ProShares Pet Care ETF 1.1 50 -15 4.5 -5.9
SRHQ SRH U.S. Quality ETF 1.1 35 0 9.6 -0.8
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 1.1 96 -61 5.6 -4.8
STXD Strive 1000 Dividend Growth ETF 1.1 35 0 6.8 -3.6
TOKE Cambria Cannabis ETF 1.1 42 -7 -20.7 -31.1
BAD B.A.D. ETF 1.1 75 -40 3.3 -7.1
PRAY FIS Biblically Responsible Risk Managed ETF 1.1 68 -33 6.4 -4.0
AFMC First Trust Active Factor Mid Cap ETF 1.0 65 -30 10.3 -0.1
CGGO Capital Group Global Growth Equity ETF 1.0 47 -12 4.7 -5.7
PEJ Invesco Dynamic Leisure & Entertainment ETF 1.0 55 -20 3.4 -7.0
KOIN Innovation Shares NextGen Protocol ETF 1.0 75 -40 7.1 -3.3
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 1.0 30 5 6.4 -4.0
ANEW ProShares MSCI Transformational Changes ETF 1.0 45 -10 5.9 -4.5
HELX Franklin Genomic Advancements ETF 1.0 50 -15 2.3 -8.1
CSD Invesco S&P Spin-Off ETF 1.0 65 -30 7.1 -3.3
SUBS Fount Subscription Economy ETF 1.0 70 -35 5.1 -5.3
IHF iShares U.S. Healthcare Providers ETF 1.0 39 -4 6.7 -3.7
AILG Alpha Intelligent - Large Cap Growth ETF 1.0 85 -50 4.3 -6.1
SATO Invesco Alerian Galaxy Crypto Economy ETF 1.0 60 -25 -21.3 -31.7
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 0.9 50 -15 3.6 -6.8
MGK Vanguard Mega Cap Growth ETF 0.9 7 28 5.1 -5.3
DIV Global X SuperDividend US ETF 0.9 45 -10 9.3 -1.1
XRT SPDR S&P Retail ETF 0.9 35 0 5.3 -5.1
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 0.9 60 -25 5.2 -5.2
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 0.9 63 -28 5.0 -5.4
ZSB USCF Sustainable Battery Metals Strategy Fund 0.9 59 -24 5.2 -5.2
CLNR IQ Cleaner Transport ETF 0.9 45 -10 6.9 -3.5
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 0.9 57 -22 5.2 -5.2
LCLG Logan Capital Broad Innovative Growth ETF 0.9 99 -64 6.7 -3.7
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.9 35 0 5.4 -5.0
KLDW Gavekal Knowledge Leaders Developed World ETF 0.9 75 -40 6.1 -4.3
CACG ClearBridge All Cap Growth ETF 0.9 53 -18 4.1 -6.3
DTEC ALPS Disruptive Technologies ETF 0.9 50 -15 4.4 -6.0
XT iShares Exponential Technologies ETF 0.9 46 -11 3.7 -6.7
IWY iShares Russell Top 200 Growth ETF 0.9 20 15 5.7 -4.7
MVPS Amplify Thematic All-Stars ETF 0.8 49 -14 2.1 -8.3
SIXL 6 Meridian Low Beta Equity Strategy ETF 0.8 82 -47 6.9 -3.5
MEM Matthews Emerging Markets Equity Active ETF 0.8 79 -44 6.5 -3.9
WRND IQ Global Equity R&D Leaders ETF 0.8 18 17 8.1 -2.3
RWK Invesco S&P MidCap 400 Revenue ETF 0.8 39 -4 10.5 +0.1
LGLV SPDR Russell 1000 Low Volatility ETF 0.8 12 23 6.3 -4.1
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.8 15 20 4.5 -5.9
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.8 47 -12 6.3 -4.1
BOUT Innovator IBD Breakout Opportunities ETF 0.7 80 -45 4.9 -5.5
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.7 57 -22 16.1 +5.7
ACWV iShares MSCI Global Min Vol Factor ETF 0.6 20 15 8.3 -2.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.6 50 -15 5.9 -4.5
QLV FlexShares US Quality Low Volatility Index Fund 0.6 22 13 6.3 -4.1
FDLO Fidelity Low Volatility Factor ETF 0.6 29 6 6.2 -4.2
BTHM BlackRock Future U.S. Themes ETF 0.6 60 -25 6.4 -4.0
CARZ First Trust NASDAQ Global Auto Index Fund 0.5 70 -35 5.4 -5.0
SFYX Sofi Next 500 ETF 0.5 0 35 7.0 -3.4
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.5 47 -12 12.4 +2.0
AMZA InfraCap MLP ETF 0.4 201 -166 2.7 -7.7
TTAI TrimTabs All Cap International Free-Cash-Flow ETF 0.4 61 -26 9.6 -0.8
DFAT Dimensional U.S. Targeted Value ETF 0.4 29 6 10.1 -0.3
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.4 15 20 7.5 -2.9
IJK iShares S&P Mid-Cap 400 Growth ETF 0.4 17 18 7.5 -2.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.4 15 20 7.5 -2.9
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 0.3 21 14 4.3 -6.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.3 7 28 6.2 -4.2
RFDI First Trust Riverfront Dynamic Developed International ETF 0.3 83 -48 10.2 -0.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.3 15 20 9.5 -0.9
QQMG Invesco ESG NASDAQ 100 ETF 0.3 20 15 5.7 -4.7
EWMC Invesco S&P MidCap 400 Equal Weight ETF 0.3 40 -5 8.6 -1.8
SQEW LeaderShares Equity Skew ETF 0.3 75 -40 6.1 -4.3
ISMD Inspire Small/Mid Cap Impact ETF 0.2 48 -13 6.2 -4.2
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.2 25 10 7.0 -3.4
XJH iShares ESG Screened S&P Mid-Cap ETF 0.2 12 23 8.6 -1.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.2 15 20 8.8 -1.6
VXF Vanguard Extended Market Index Fund 0.2 6 29 4.3 -6.1
QQQ Invesco QQQ Trust 0.2 20 15 5.3 -5.1
MDY SPDR S&P Midcap 400 ETF Trust 0.2 22 13 8.5 -1.9
QQQM Invesco NASDAQ 100 ETF 0.2 15 20 5.6 -4.8
IJH iShares Core S&P Mid-Cap ETF 0.2 5 30 8.7 -1.7
SPMD SPDR Portfolio Mid Cap ETF 0.2 5 30 8.7 -1.7
IVOO Vanguard S&P Mid-Cap 400 ETF 0.2 10 25 8.6 -1.8
AFSM First Trust Active Factor Small Cap ETF 0.2 75 -40 9.8 -0.6
FSMD Fidelity Small-Mid Factor ETF 0.2 29 6 8.6 -1.8
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 0.2 15 20 9.0 -1.4
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.1 48 -13 7.6 -2.8
SMDY Syntax Stratified MidCap ETF 0.1 35 0 8.5 -1.9
IQDF FlexShares International Quality Dividend Index Fund 0.0 47 -12 12.6 +2.2

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:

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 14.6 %
Divided by: Fwd. P/BV 1.4 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 10.4 %
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.