ProShares Equities for Rising Rates ETF
ALTAR
Score™		 7.8% info Recommen-
dation		 OVERWEIGHT
2024E    2025E
P/E
ratio		 12.9x P/Sales
ratio		 1.5x
P/BV
ratio		 1.9x Div.
yield		 2.3%


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

FUND BASICS
Category US Equities
Fund Sponsor ProShares
Website www.proshares.com
Inception date Jul 24, 2017
Assets (mns) $19
Currency USD
Expense ratio 35 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 52
Wgt avg mkt cap (mns) $97,340
Large cap (>$10bn) 100.0%
Mid cap ($2-10bn) 0.0%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

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

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








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
14.5% 28.6% 11.1% -- 9.1%

Market Correlations
versus... Beta R-squared
S&P500 1.00 57%
MSCI EAFE 1.07 60%
MSCI Emg. Mkts. 0.76 32%

Technical Indicators
Recent close $60.06
30d moving avg. $50.52
Annualized volatility 23.7%
Short interest (ETF) 0.9%
Short interest (Underlying) 2.1%
Relative strength (RSI) 68

Liquidity measures
Avg. volume (thou.) 5
Turnover 1.6%
Bid/Ask (% of price) 0.13%
ADV underlying (mns) $24,080

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™: 7.8%


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
(%)
RSPG Invesco S&P 500 Equal Weight Energy ETF 29.7 40 -5 7.2 -0.7
SPGP Invesco S&P 500 GARP ETF 29.3 34 1 8.5 +0.7
SPVU Invesco S&P 500 Enhanced Value ETF 27.6 13 22 9.1 +1.3
XLE Energy Select Sector SPDR Fund 26.2 9 26 6.9 -0.9
IYE iShares U.S. Energy ETF 25.2 40 -5 6.5 -1.3
DRLL Strive U.S. Energy ETF 25.0 41 -6 6.4 -1.4
RDVY First Trust Rising Dividend Achievers ETF 24.5 50 -15 9.6 +1.8
FENY Fidelity MSCI Energy Index ETF 24.4 8 27 6.8 -1.0
VDE Vanguard Energy ETF 24.4 10 25 6.8 -1.0
XOP SPDR S&P Oil & Gas Exploration & Production ETF 24.3 35 0 10.0 +2.2
PWV Invesco Large Cap Value ETF 23.9 55 -20 7.6 -0.2
IGE iShares North American Natural Resources ETF 23.7 41 -6 6.4 -1.5
DFLV Dimensional US Large Cap Value ETF 23.6 22 13 7.8 0.0
IEO iShares U.S. Oil & Gas Exploration & Production ETF 23.5 40 -5 8.8 +1.0
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 23.4 60 -25 8.0 +0.2
DIVL Madison Dividend Value ETF 23.3 65 -30 6.1 -1.7
FTXN First Trust Nasdaq Oil & Gas ETF 23.1 60 -25 7.1 -0.7
COWZ Pacer US Cash Cows 100 ETF 22.5 49 -14 11.0 +3.2
FXN First Trust Energy AlphaDEX Fund 21.5 62 -27 3.4 -4.4
SPVM Invesco S&P 500 Value with Momentum ETF 21.3 39 -4 8.4 +0.6
FLOW Global X U.S. Cash Flow Kings 100 ETF 20.9 25 10 11.1 +3.2
IXC iShares Global Energy ETF 20.8 44 -9 8.2 +0.4
FTA First Trust Large Cap Value AlphaDEX Fund 20.5 59 -24 8.2 +0.4
MAGA Point Bridge America First ETF 19.5 72 -37 6.3 -1.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 19.3 60 -25 4.1 -3.8
AVLV Avantis U.S. Large Cap Value ETF 19.3 15 20 7.5 -0.3
FXZ First Trust Materials AlphaDEX Fund 19.0 61 -26 10.2 +2.4
PXI Invesco Dorsey Wright Energy Momentum ETF 18.9 60 -25 7.2 -0.6
DFUV Dimensional US Marketwide Value ETF 18.7 22 13 7.6 -0.2
SMRI Bushido Capital US Equity ETF 18.6 71 -36 10.2 +2.4
REVS Columbia Research Enhanced Value ETF 18.5 19 16 7.7 -0.1
IWX iShares Russell Top 200 Value ETF 18.4 20 15 6.5 -1.3
NANR SPDR S&P North American Natural Resources ETF 18.3 35 0 6.6 -1.2
STXV Strive 1000 Value ETF 18.3 18 17 7.8 0.0
FILL iShares MSCI Global Energy Producers ETF 18.1 39 -4 9.0 +1.2
PXE Invesco Energy Exploration & Production ETF 18.1 60 -25 11.2 +3.4
IYM iShares U.S. Basic Materials ETF 17.9 40 -5 6.7 -1.1
MGV Vanguard Mega Cap Value ETF 17.8 7 28 6.8 -1.0
NVIR Horizon Kinetics Energy and Remediation ETF 17.5 85 -50 1.9 -5.9
VTV Vanguard Value ETF 17.3 4 31 7.0 -0.8
RSPF Invesco S&P 500 Equal Weight Financials ETF 17.3 40 -5 7.1 -0.7
VYM Vanguard High Dividend Yield Index ETF 17.3 6 29 7.3 -0.5
WTV WisdomTree US Value Fund of Benef Interest 17.0 12 23 8.7 +0.8
DVLU First Trust Dorsey Wright Momentum & Value ETF 16.7 60 -25 10.2 +2.4
DIVB iShares Core Dividend ETF 16.4 5 30 8.0 +0.2
SYLD Cambria Shareholder Yield ETF 16.3 59 -24 11.5 +3.7
FTWO Strive FAANG 2.0 ETF 16.1 49 -14 4.7 -3.1
VONV Vanguard Russell 1000 Value ETF 15.9 8 27 6.7 -1.1
ONEY SPDR Russell 1000 Yield Focus ETF 15.9 20 15 10.0 +2.2
IWD iShares Russell 1000 Value ETF 15.6 19 16 6.6 -1.3
RPV Invesco S&P 500 Pure Value ETF 15.5 35 0 9.9 +2.0
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 15.4 60 -25 8.0 +0.1
SCHV Schwab U.S. Large-Cap Value ETF 15.3 4 31 6.7 -1.1
FTGS First Trust Growth Strength ETF 15.2 60 -25 6.5 -1.3
RWL Invesco S&P 500 Revenue ETF 15.2 39 -4 6.6 -1.2
VLU SPDR S&P 1500 Value Tilt ETF 15.2 12 23 7.1 -0.7
RSPM Invesco S&P 500 Equal Weight Materials ETF 15.2 40 -5 7.6 -0.3
SDOG ALPS Sector Dividend Dogs ETF 15.1 36 -1 9.5 +1.6
ILCV iShares Morningstar Value ETF 15.1 4 31 6.7 -1.1
EQWL Invesco S&P 100 Equal Weight ETF 15.1 25 10 6.8 -1.1
FVAL Fidelity Value Factor ETF 15.0 15 20 7.5 -0.4
EVUS iShares ESG Aware MSCI USA Value ETF 14.9 18 17 6.7 -1.1
JAVA JPMorgan Active Value ETF 14.8 44 -9 6.3 -1.5
GNR SPDR S&P Global Natural Resources ETF 14.7 40 -5 9.2 +1.4
FEX First Trust Large Cap Core AlphaDEX Fund 14.7 59 -24 5.6 -2.2
FCG First Trust Natural Gas ETF 14.6 60 -25 9.2 +1.4
PKW Invesco Buyback Achievers ETF 14.6 62 -27 7.1 -0.7
HAP VanEck Natural Resources ETF 14.5 50 -15 9.5 +1.7
FMAT Fidelity MSCI Materials Index ETF 14.5 8 27 6.6 -1.3
BMVP Invesco Bloomberg MVP Multi-factor ETF 14.5 29 6 8.1 +0.3
FNDX Schwab Fundamental US Large Co. Index ETF 14.4 25 10 7.1 -0.7
HDV iShares Core High Dividend ETF 14.3 8 27 8.1 +0.3
EPS WisdomTree U.S. LargeCap Fund 14.3 8 27 6.3 -1.5
VLUE iShares MSCI USA Value Factor ETF 14.2 15 20 10.7 +2.9
IVE iShares S&P 500 Value ETF 14.2 18 17 6.6 -1.2
SPYV SPDR Portfolio S&P 500 Value ETF 14.2 4 31 6.7 -1.1
PY Principal Value ETF 14.2 15 20 7.5 -0.3
PRF Invesco FTSE RAFI US 1000 ETF 14.2 39 -4 7.3 -0.5
XLF Financial Select Sector SPDR Fund 14.2 9 26 6.0 -1.8
ULVM VictoryShares US Value Momentum ETF 14.1 20 15 7.4 -0.4
VAW Vanguard Materials ETF 14.1 10 25 6.5 -1.3
VFH Vanguard Financials ETF 13.9 10 25 6.4 -1.4
KBWB Invesco KBW Bank ETF 13.8 35 0 9.1 +1.3
FNCL Fidelity MSCI Financials Index ETF 13.7 8 27 6.5 -1.4
IUSV iShares Core S&P US Value ETF 13.5 4 31 6.8 -1.0
XLB Materials Select Sector SPDR Fund 13.5 9 26 5.8 -2.1
RFFC ALPS Active Equity Opportunity ETF 13.5 48 -13 4.5 -3.3
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 13.5 60 -25 5.0 -2.8
EQUL IQ Engender Equality ETF 13.5 45 -10 6.8 -1.0
FNDB Schwab Fundamental US Broad Market Index ETF 13.4 25 10 7.1 -0.7
DLN WisdomTree U.S. LargeCap Dividend Fund 13.4 28 7 6.2 -1.6
LSAF LeaderShares AlphaFactor US Core Equity ETF 13.2 75 -40 6.7 -1.2
VFVA Vanguard U.S. Value Factor ETF 13.0 13 22 10.6 +2.8
ECML Euclidean Fundamental Value ETF 12.9 95 -60 8.7 +0.9
SHE SPDR MSCI USA Gender Diversity ETF 12.9 20 15 5.0 -2.9
FBCV Fidelity Blue Chip Value ETF 12.8 59 -24 7.1 -0.8
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 12.8 38 -3 8.3 +0.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 12.7 35 0 8.3 +0.5
FDVV Fidelity High Dividend ETF 12.7 15 20 8.9 +1.1
IYG iShares US Financial Services ETF 12.5 40 -5 5.8 -2.0
RSPN Invesco S&P 500 Equal Weight Industrials ETF 12.4 40 -5 3.8 -4.0
DTD WisdomTree U.S. Total Dividend Fund 12.4 28 7 6.5 -1.3
SHRY First Trust Bloomberg Shareholder Yield ETF 12.3 60 -25 6.9 -0.9
FTXO First Trust Nasdaq Bank ETF 12.3 60 -25 10.3 +2.5
IYF iShares U.S. Financials ETF 12.3 40 -5 6.3 -1.5
FMIL Fidelity New Millennium ETF 12.3 59 -24 4.3 -3.5
DGRO iShares Core Dividend Growth ETF 12.3 8 27 6.5 -1.3
DFNL Davis Select Financial ETF 12.1 63 -28 6.8 -1.0
SIXA ETC 6 Meridian Mega Cap Equity ETF 12.0 80 -45 5.7 -2.1
SPXT ProShares S&P 500 Ex-Technology ETF 12.0 9 26 5.7 -2.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 11.8 38 -3 6.7 -1.1
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 11.8 46 -11 8.8 +1.0
SFY SoFi Select 500 ETF 11.8 0 35 5.2 -2.7
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 11.8 15 20 5.6 -2.2
QLC FlexShares US Quality Large Cap Index Fund 11.8 25 10 5.6 -2.2
NDIV Amplify Natural Resources Dividend Income ETF 11.7 59 -24 9.7 +1.9
DVND Touchstone Dividend Select ETF 11.7 67 -32 6.4 -1.4
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 11.6 69 -34 8.3 +0.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 11.6 30 5 4.7 -3.1
CGDV Capital Group Dividend Value ETF 11.6 33 2 5.8 -2.1
IUS Invesco RAFI Strategic US ETF 11.6 19 16 7.3 -0.6
JOET Virtus Terranova US Quality Momentum ETF 11.6 29 6 5.2 -2.6
SPDV AAM S&P 500 High Dividend Value ETF 11.6 29 6 10.5 +2.7
IXG iShares Global Financials ETF 11.4 42 -7 6.8 -1.0
ESGS Columbia U.S. ESG Equity Income ETF 11.4 35 0 6.3 -1.5
SNPV Xtrackers S&P 500 Value ESG ETF 11.3 15 20 6.8 -1.0
IMCV iShares Morningstar Mid-Cap Value ETF 11.3 6 29 7.9 +0.1
FDRR Fidelity Dividend ETF for Rising Rates 11.3 15 20 7.9 +0.1
USVT US Value ETF 11.2 49 -14 11.3 +3.5
VOE Vanguard Mid-Cap Value ETF 11.2 7 28 7.4 -0.4
NETZ TCW Transform Systems ETF 11.1 75 -40 3.4 -4.4
RECS Columbia Research Enhanced Core ETF 11.1 15 20 5.6 -2.2
ONEO SPDR Russell 1000 Momentum Focus ETF 11.0 20 15 7.1 -0.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 10.9 19 16 6.5 -1.3
XLI Industrial Select Sector SPDR Fund 10.8 9 26 4.4 -3.4
VOOV Vanguard S&P 500 Value ETF 10.7 10 25 5.5 -2.3
FAB First Trust Multi Cap Value AlphaDEX Fund 10.6 67 -32 9.2 +1.4
HAPI Harbor Human Capital Factor US Large Cap ETF 10.6 36 -1 4.8 -3.0
MBOX Freedom Day Dividend ETF 10.5 39 -4 7.7 -0.1
FUNL CornerCap Fundametrics Large-Cap ETF 10.5 50 -15 7.0 -0.9
RSPE Invesco ESG S&P 500 Equal Weight ETF 10.5 20 15 6.4 -1.4
TPHE Timothy Plan High Dividend Stock Enhanced ETF 10.4 54 -19 6.2 -1.6
COWS Amplify Cash Flow Dividend Leaders ETF 10.3 0 35 10.6 +2.8
IYJ iShares U.S. Industrials ETF 10.3 40 -5 4.8 -3.0
NUDV Nuveen ESG Dividend ETF 10.3 26 9 7.5 -0.3
TPHD Timothy Plan High Dividend Stock ETF 10.3 52 -17 6.2 -1.6
KRUZ Unusual Whales Subversive Republican Trading ETF 10.3 75 -40 4.9 -2.9
VIS Vanguard Industrials ETF 10.1 10 25 4.5 -3.3
PAVE Global X U.S. Infrastructure Development ETF 10.0 47 -12 5.7 -2.2
SCHD Schwab US Dividend Equity ETF 10.0 6 29 9.6 +1.8
BIBL Inspire 100 ETF 10.0 35 0 4.8 -3.0
VFMF Vanguard U.S. Multifactor ETF 10.0 18 17 8.7 +0.8
RSP Invesco S&P 500 Equal Weight ETF 10.0 20 15 6.2 -1.6
RAFE PIMCO RAFI ESG U.S. ETF 10.0 29 6 7.2 -0.6
FOVL iShares Focused Value Factor ETF 9.9 25 10 10.1 +2.3
AVUS Avantis U.S. Equity ETF 9.9 15 20 6.0 -1.8
SPHQ Invesco S&P 500 Quality ETF 9.8 15 20 5.4 -2.4
AFLG First Trust Active Factor Large Cap ETF 9.8 55 -20 6.2 -1.6
DGT SPDR Global Dow ETF 9.7 50 -15 6.7 -1.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 9.7 9 26 6.0 -1.8
PFM Invesco Dividend Achievers ETF 9.6 53 -18 5.7 -2.1
SPXV ProShares S&P 500 Ex-Health Care ETF 9.6 9 26 5.1 -2.7
NACP Impact Shares NAACP Minority Empowerment ETF 9.5 49 -14 5.0 -2.9
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 9.5 49 -14 10.5 +2.7
TXS Texas Capital Texas Equity Index ETF 9.5 49 -14 5.6 -2.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 9.5 65 -30 3.8 -4.0
CVY Invesco Zacks Multi-Asset Income ETF 9.4 106 -71 8.9 +1.1
DURA VanEck Durable High Dividend ETF 9.4 29 6 7.3 -0.5
VUSE Vident U.S. Equity Strategy ETF 9.4 50 -15 3.6 -4.2
QDIV Global X S&P 500 Quality Dividend ETF 9.4 20 15 8.6 +0.8
JHML John Hancock Multifactor Large Cap ETF 9.3 29 6 5.6 -2.2
QVML Invesco S&P 500 QVM Multi-factor ETF 9.3 11 24 5.2 -2.6
EXI iShares Global Industrials ETF 9.3 42 -7 4.7 -3.2
SSPY Syntax Stratified LargeCap ETF 9.3 30 5 6.5 -1.3
IWL iShares Russell Top 200 ETF 9.3 15 20 5.0 -2.8
ONEV SPDR Russell 1000 Low Volatility Focus ETF 9.2 20 15 8.0 +0.2
DIVY Sound Equity Dividend Income ETF 9.2 45 -10 10.5 +2.7
WLDR Affinity World Leaders Equity ETF 9.2 67 -32 8.5 +0.7
FIDU Fidelity MSCI Industrial Index ETF 9.2 8 27 4.7 -3.1
WOMN Impact Shares YWCA Women's Empowerment ETF 9.1 75 -40 4.9 -2.9
CATH Global X S&P 500 Catholic Values Custom ETF 9.1 29 6 5.1 -2.7
ESGU iShares ESG Aware MSCI USA ETF 9.1 15 20 5.2 -2.6
IVV iShares Core S&P 500 ETF 9.0 3 32 5.3 -2.5
SPY SPDR S&P 500 ETF Trust 9.0 9 26 5.2 -2.6
DBLV AdvisorShares DoubleLine Value Equity ETF 9.0 90 -55 7.5 -0.4
MGC Vanguard Mega Cap ETF 9.0 7 28 5.1 -2.7
SPLG SPDR Portfolio S&P 500 ETF 9.0 2 33 5.3 -2.5
MDLV Morgan Dempsey Large Cap Value ETF 9.0 58 -23 8.6 +0.8
ADME Aptus Drawdown Managed Equity ETF 9.0 79 -44 4.3 -3.5
VV Vanguard Large-Cap ETF 9.0 4 31 5.2 -2.6
GSPY Gotham Enhanced 500 ETF 9.0 50 -15 5.3 -2.5
OEF iShares S&P 100 ETF 9.0 20 15 5.0 -2.8
VOO Vanguard S&P 500 ETF 8.9 3 32 5.3 -2.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 8.9 20 15 5.1 -2.7
STRV Strive 500 ETF 8.8 5 30 5.2 -2.6
DHS WisdomTree U.S. High Dividend Fund 8.8 38 -3 8.8 +1.0
RBLD First Trust Alerian US NextGen Infrastructure ETF 8.8 65 -30 5.1 -2.7
CFA VictoryShares US 500 Volatility Wtd ETF 8.7 35 0 6.0 -1.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 8.7 40 -5 5.9 -1.9
ITAN Sparkline Intangible Value ETF 8.7 50 -15 6.2 -1.7
PBUS Invesco MSCI USA ETF 8.7 4 31 5.3 -2.6
VO Vanguard Mid-Cap ETF 8.7 4 31 5.8 -2.0
ILCB iShares Morningstar U.S. Equity ETF 8.7 3 32 5.3 -2.6
DFAU Dimensional US Core Equity Market ETF 8.6 12 23 5.4 -2.5
EUSA iShares MSCI USA Equal Weighted ETF 8.6 9 26 6.1 -1.7
DFAC Dimensional U.S. Core Equity 2 ETF 8.6 17 18 5.7 -2.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 8.6 18 17 7.6 -0.2
MXI iShares Global Materials ETF 8.6 41 -6 6.6 -1.2
SCHX Schwab U.S. Large-Cap ETF 8.6 3 32 5.3 -2.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 8.5 32 3 5.2 -2.6
VONE Vanguard Russell 1000 ETF 8.5 8 27 5.2 -2.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 8.5 29 6 9.1 +1.3
YLDE ClearBridge Dividend Strategy ESG ETF 8.5 60 -25 5.4 -2.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 8.4 29 6 6.3 -1.5
IWB iShares Russell 1000 ETF 8.4 15 20 5.1 -2.7
SIZE iShares MSCI USA Size Factor ETF 8.4 15 20 6.0 -1.8
VIG Vanguard Dividend Appreciation ETF 8.4 6 29 5.8 -2.0
BKWO BNY Mellon Women's Opportunities ETF 8.4 50 -15 3.8 -4.0
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 8.4 3 32 5.4 -2.4
FTC First Trust Large Cap Growth AlphaDEX Fund 8.3 59 -24 2.8 -5.0
SCHK Schwab 1000 Index ETF 8.3 5 30 5.3 -2.5
APUE ActivePassive U.S. Equity ETF 8.3 45 -10 5.0 -2.8
LRGF iShares U.S. Equity Factor ETF 8.3 8 27 5.8 -2.0
IYY iShares Dow Jones U.S. ETF 8.3 20 15 5.1 -2.7
DUHP Dimensional US High Profitability ETF 8.3 21 14 7.0 -0.8
BKLC BNY Mellon US Large Cap Core Equity ETF 8.2 0 35 5.3 -2.6
VOTE TCW Transform 500 ETF 8.2 5 30 5.2 -2.6
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 8.2 30 5 8.0 +0.2
JVAL JPMorgan U.S. Value Factor ETF 8.2 12 23 8.4 +0.5
DFUS Dimensional U.S. Equity ETF 8.2 9 26 5.1 -2.7
DVY iShares Select Dividend ETF 8.2 38 -3 9.1 +1.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 8.2 9 26 5.8 -2.0
SPHB Invesco S&P 500 High Beta ETF 8.2 25 10 5.0 -2.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 8.2 7 28 5.2 -2.6
FXO First Trust Financials AlphaDEX Fund 8.1 62 -27 9.2 +1.4
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 8.1 15 20 10.1 +2.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 8.1 2 33 5.3 -2.6
VTHR Vanguard Russell 3000 ETF 8.1 10 25 5.1 -2.7
VTI Vanguard Total Stock Market ETF 8.0 3 32 5.1 -2.7
XME SPDR S&P Metals & Mining ETF 8.0 35 0 7.2 -0.6
USMF WisdomTree U.S. Multifactor Fund 8.0 28 7 6.9 -0.9
RVRB Reverb ETF 8.0 30 5 5.0 -2.8
IWV iShares Russell 3000 ETF 8.0 20 15 5.0 -2.8
ZECP Zacks Earnings Consistent Portfolio ETF 8.0 55 -20 5.0 -2.8
SCHB Schwab U.S. Broad Market ETF 8.0 3 32 5.2 -2.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 7.9 3 32 5.1 -2.7
DUSA Davis Select U.S. Equity ETF 7.9 61 -26 7.2 -0.6
USMC Principal U.S. Mega-Cap ETF 7.9 12 23 5.0 -2.9
DEUS Xtrackers Russell US Multifactor ETF 7.9 17 18 7.1 -0.7
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 7.8 30 5 9.1 +1.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 7.8 11 24 5.2 -2.6
HAPY Harbor Human Capital Factor Unconstrained ETF 7.8 50 -15 4.8 -3.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 7.7 50 -15 7.9 +0.1
EDOW First Trust Dow 30 Equal Weight ETF 7.7 50 -15 6.0 -1.8
DJD Invesco Dow Jones Industrial Average Dividend ETF 7.7 7 28 8.5 +0.7
ACVF American Conservative Values ETF 7.7 75 -40 4.4 -3.4
KRMA Global X Conscious Companies ETF 7.7 43 -8 5.8 -2.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 7.6 58 -23 5.4 -2.5
RUFF Alpha Dog ETF 7.6 94 -59 4.8 -3.0
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 7.6 52 -17 5.4 -2.4
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 7.5 60 -25 7.7 -0.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 7.5 7 28 5.2 -2.6
GCOW Pacer Global Cash Cows Dividend ETF 7.5 60 -25 13.6 +5.8
FLRG Fidelity U.S. Multifactor ETF 7.5 15 20 7.7 -0.1
IAK iShares U.S. Insurance ETF 7.5 40 -5 6.3 -1.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 7.4 15 20 4.9 -2.9
NOBL ProShares S&P 500 Dividend Aristocrats ETF 7.4 35 0 6.0 -1.8
KBE SPDR S&P Bank ETF 7.4 35 0 11.2 +3.4
BUL Pacer US Cash Cows Growth ETF 7.4 60 -25 7.5 -0.3
FDL First Trust Morningstar Dividend Leaders Index Fund 7.4 45 -10 9.7 +1.9
ICAP InfraCap Equity Income Fund ETF 7.3 171 -136 6.8 -1.0
SNPE Xtrackers S&P 500 ESG ETF 7.3 10 25 5.3 -2.5
VSLU Applied Finance Valuation Large Cap ETF 7.3 49 -14 6.0 -1.8
PICK iShares MSCI Global Metals & Mining Producers ETF 7.3 39 -4 11.0 +3.2
QUS SPDR MSCI USA StrategicFactors ETF 7.3 15 20 6.0 -1.8
FCPI Fidelity Stocks for Inflation ETF 7.2 15 20 8.6 +0.8
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 7.2 56 -21 6.3 -1.5
IMCB iShares Morningstar Mid-Cap ETF 7.2 4 31 6.1 -1.7
FXD First Trust Consumer Discretionary AlphaDEX Fund 7.2 61 -26 5.0 -2.8
IWS iShares Russell Mid-Cap Value ETF 7.2 23 12 6.6 -1.2
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 7.2 20 15 5.1 -2.8
PZLD Puzzle Divdend Leaders 7.2 0 35 7.5 -0.3
PEXL Pacer US Export Leaders ETF 7.2 60 -25 5.1 -2.7
HDUS Hartford Disciplined US Equity ETF 7.1 19 16 6.2 -1.6
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 7.1 60 -25 9.5 +1.7
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 7.1 61 -26 6.2 -1.7
VOOG Vanguard S&P 500 Growth ETF 7.1 10 25 5.5 -2.4
FLV American Century Focused Large Cap Value ETF 7.1 42 -7 6.5 -1.3
GVIP Goldman Sachs Hedge Industry VIP ETF 7.0 45 -10 4.6 -3.2
HLAL Wahed FTSE USA Shariah ETF 7.0 50 -15 5.0 -2.9
KOCG FIS Knights of Columbus Global Belief ETF 7.0 75 -40 5.3 -2.5
JMOM JPMorgan U.S. Momentum Factor ETF 7.0 12 23 4.8 -3.0
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 7.0 60 -25 4.4 -3.4
CGUS Capital Group Core Equity ETF 6.9 33 2 4.7 -3.1
DFND Siren DIVCON Dividend Defender ETF 6.9 189 -154 3.9 -3.9
DFSU Dimensional US Sustainability Core 1 ETF 6.8 18 17 5.7 -2.1
EQAL Invesco Russell 1000 Equal Weight ETF 6.8 20 15 6.0 -1.9
DIA SPDR Dow Jones Industrial Average ETF Trust 6.8 16 19 5.8 -2.0
XVV iShares ESG Screened S&P 500 ETF 6.7 8 27 5.1 -2.7
FLQL Franklin LibertyQ U.S. Equity ETF 6.7 15 20 6.0 -1.8
CAML Congress Large Cap Growth ETF 6.7 66 -31 3.5 -4.4
DIVZ TrueShares Low Volatility Equity Income ETF 6.7 65 -30 8.6 +0.7
SPYD SPDR Portfolio S&P 500 High Dividend ETF 6.6 7 28 9.4 +1.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 6.6 14 21 5.4 -2.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 6.6 25 10 5.7 -2.2
LCF Touchstone US Large Cap Focused ETF 6.6 69 -34 4.5 -3.3
TOK iShares MSCI Kokusai ETF 6.6 26 9 5.3 -2.5
HKND Humankind US Stock ETF 6.6 11 24 7.0 -0.9
GDIV Harbor Dividend Growth Leaders ETF 6.6 50 -15 6.0 -1.8
KIE SPDR S&P Insurance ETF 6.5 35 0 6.7 -1.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 6.5 9 26 5.7 -2.1
JHDV John Hancock U.S. High Dividend ETF 6.4 34 1 6.5 -1.3
CRAK VanEck Oil Refiners ETF 6.4 61 -26 13.1 +5.3
SPXE ProShares S&P 500 Ex-Energy ETF 6.4 9 26 5.3 -2.5
SLX VanEck Steel ETF 6.3 56 -21 20.6 +12.8
SMOT VanEck Morningstar SMID Moat ETF 6.3 49 -14 6.3 -1.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 6.3 45 -10 4.7 -3.1
XLG Invesco S&P 500 Top 50 ETF 6.2 20 15 4.7 -3.1
IOO iShares Global 100 ETF 6.2 41 -6 4.8 -3.0
URTH iShares MSCI World ETF 6.2 24 11 5.4 -2.4
ACSI American Customer Satisfaction ETF 6.2 65 -30 4.9 -2.9
AUSF Global X Adaptive U.S. Factor ETF 6.2 27 8 9.0 +1.2
JEPI JPMorgan Equity Premium Income ETF 6.2 35 0 5.3 -2.6
VAMO Cambria Value & Momentum ETF 6.2 61 -26 9.6 +1.8
ZIG Acquirers Fund 6.1 84 -49 14.1 +6.3
PFI Invesco Dorsey Wright Financial Momentum ETF 6.1 60 -25 6.2 -1.6
SPXN ProShares S&P 500 Ex-Financials ETF 6.1 9 26 5.3 -2.6
AIEQ AI Powered Equity ETF 6.1 75 -40 6.1 -1.7
KOKU Xtrackers MSCI Kokusai Equity ETF 6.0 9 26 5.5 -2.3
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 6.0 40 -5 4.3 -3.5
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 6.0 75 -40 2.1 -5.8
QDF FlexShares Quality Dividend Index Fund 6.0 37 -2 5.0 -2.8
ROUS Hartford Multifactor US Equity ETF 6.0 19 16 6.4 -1.4
VOT Vanguard Mid-Cap Growth ETF 5.9 7 28 4.2 -3.7
BLES Inspire Global Hope ETF 5.9 61 -26 6.3 -1.5
LEAD Siren DIVCON Leaders Dividend ETF 5.8 43 -8 5.2 -2.6
VNMC Natixis Vaughan Nelson Mid Cap ETF 5.8 85 -50 4.4 -3.4
NULV Nuveen ESG Large-Cap Value ETF 5.8 26 9 7.1 -0.7
VALQ American Century U.S. Quality Value ETF 5.8 29 6 7.4 -0.4
ESGG FlexShares STOXX Global ESG Select Index Fund 5.7 42 -7 5.1 -2.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5.7 24 11 8.0 +0.2
IYC iShares U.S. Consumer Discretionary ETF 5.7 40 -5 3.8 -4.1
SPMO Invesco S&P 500 Momentum ETF 5.7 13 22 3.7 -4.1
VNSE Natixis Vaughan Nelson Select ETF 5.6 80 -45 3.2 -4.6
USXF iShares ESG Advanced MSCI USA ETF 5.6 10 25 5.2 -2.6
IWR iShares Russell Midcap ETF 5.6 19 16 5.7 -2.1
ACWI iShares MSCI ACWI ETF 5.6 32 3 5.5 -2.3
WBIY WBI Power Factor High Dividend ETF 5.5 100 -65 11.0 +3.2
RDIV Invesco S&P Ultra Dividend Revenue ETF 5.5 39 -4 10.6 +2.8
CGGR Capital Group Growth ETF 5.5 39 -4 3.5 -4.4
TTAC FCF US Quality ETF 5.5 59 -24 6.5 -1.3
DSMC Distillate Small/Mid Cash Flow ETF 5.5 55 -20 11.8 +3.9
GK AdvisorShares Gerber Kawasaki ETF 5.5 75 -40 3.2 -4.6
DEW WisdomTree Global High Dividend Fund 5.4 58 -23 9.1 +1.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 5.4 9 26 5.0 -2.8
MMTM SPDR S&P 1500 Momentum Tilt ETF 5.4 12 23 4.5 -3.3
DSTL Distillate US Fundamental Stability & Value ETF 5.4 39 -4 7.8 +0.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 5.3 10 25 5.4 -2.4
BFOR ALPS Barron's 400 ETF 5.3 65 -30 6.6 -1.2
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 5.3 40 -5 5.5 -2.3
FPAG FPA Global Equity ETF 5.3 49 -14 5.7 -2.2
SUSA iShares MSCI USA ESG Select ETF 5.2 25 10 5.4 -2.5
CCSO Carbon Collective Climate Solutions US Equity ETF 5.2 35 0 2.3 -5.5
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 5.2 15 20 7.0 -0.8
GLOF iShares Global Equity Factor ETF 5.2 20 15 7.1 -0.8
FQAL Fidelity Quality Factor ETF 5.2 15 20 5.9 -1.9
ROE Astoria US Quality Kings ETF 5.1 49 -14 8.1 +0.3
ESGV Vanguard ESG U.S. Stock ETF 5.1 9 26 5.1 -2.8
FLDZ RiverNorth Patriot ETF 5.1 75 -40 5.8 -2.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 5.1 25 10 6.1 -1.8
JHMM John Hancock Multifactor Mid Cap ETF 5.0 42 -7 6.6 -1.2
VFQY Vanguard U.S. Quality Factor ETF 5.0 13 22 7.2 -0.6
YALL God Bless America ETF 5.0 65 -30 3.6 -4.2
FTCS First Trust Capital Strength ETF 5.0 55 -20 5.6 -2.2
PPA Invesco Aerospace & Defense ETF 5.0 58 -23 3.5 -4.3
VT Vanguard Total World Stock ETF 5.0 7 28 5.8 -2.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 4.9 65 -30 8.4 +0.5
QGRO American Century U.S. Quality Growth ETF 4.9 29 6 5.8 -2.0
MOO VanEck Agribusiness ETF 4.9 53 -18 9.4 +1.6
IVEG iShares Emergent Food and AgTech Multisector ETF 4.9 47 -12 8.3 +0.5
VEGI iShares MSCI Agriculture Producers ETF 4.9 39 -4 9.2 +1.4
FTAG First Trust Indxx Global Agriculture ETF 4.9 70 -35 9.1 +1.3
JRNY ALPS Global Travel Beneficiaries ETF 4.9 65 -30 0.0 -7.8
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 4.9 40 -5 6.0 -1.8
FTXR First Trust Nasdaq Transportation ETF 4.9 60 -25 5.1 -2.8
SNPG Xtrackers S&P 500 Growth ESG ETF 4.9 15 20 4.8 -3.1
FSMO Fidelity Small-Mid Cap Opportunities ETF 4.8 60 -25 6.7 -1.2
GVLU Gotham 1000 Value ETF 4.8 50 -15 7.4 -0.4
IAT iShares U.S. Regional Banks ETF 4.7 40 -5 10.7 +2.9
KRE SPDR S&P Regional Banking ETF 4.7 35 0 11.6 +3.8
FSST Fidelity Sustainable U.S. Equity ETF 4.7 59 -24 4.9 -2.9
OUSA ALPS O'Shares U.S. Quality Dividend ETF 4.7 48 -13 6.2 -1.6
QWLD SPDR MSCI World StrategicFactors ETF 4.7 30 5 6.1 -1.8
NTZG Nuveen Global Net Zero Transition ETF 4.7 56 -21 4.9 -2.9
SDY SPDR S&P Dividend ETF 4.7 35 0 6.3 -1.6
BTHM BlackRock Future U.S. Themes ETF 4.7 60 -25 4.3 -3.6
DGRW WisdomTree US Quality Dividend Growth Fund 4.7 28 7 6.2 -1.6
UDI USCF Dividend Income Fund 4.6 65 -30 7.4 -0.4
RPG Invesco S&P 500 Pure Growth ETF 4.6 35 0 3.4 -4.4
VRAI Virtus Real Asset Income ETF 4.5 55 -20 8.6 +0.8
MOAT VanEck Morningstar Wide Moat ETF 4.5 46 -11 6.3 -1.5
FDWM Fidelity Women's Leadership ETF 4.5 59 -24 4.8 -3.0
FDMO Fidelity Momentum Factor ETF 4.5 15 20 3.7 -4.1
HLGE Hartford Longevity Economy ETF 4.5 44 -9 6.6 -1.2
PDP Invesco Dorsey Wright Momentum ETF 4.5 62 -27 3.7 -4.2
IVW iShares S&P 500 Growth ETF 4.4 18 17 4.5 -3.3
SPYG SPDR Portfolio S&P 500 Growth ETF 4.4 4 31 4.6 -3.2
FLLV Franklin U.S. Low Volatility ETF 4.4 29 6 5.9 -1.9
BPAY BlackRock Future Financial and Technology ETF 4.4 70 -35 8.3 +0.5
VEGN US Vegan Climate ETF 4.4 60 -25 4.7 -3.1
XLY Consumer Discretionary Select Sector SPDR Fund 4.3 9 26 5.1 -2.8
QVAL Alpha Architect US Quantitative Value ETF 4.3 39 -4 11.1 +3.3
SQEW LeaderShares Equity Skew ETF 4.3 81 -46 6.1 -1.8
RFDA RiverFront Dynamic US Dividend Advantage ETF 4.3 52 -17 6.3 -1.5
IUSG iShares Core S&P U.S. Growth ETF 4.3 4 31 4.6 -3.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 4.2 64 -29 2.1 -5.8
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 4.2 35 0 7.2 -0.7
BUZZ VanEck Social Sentiment ETF 4.1 75 -40 -0.7 -8.5
DWLD Davis Select Worldwide ETF 4.1 63 -28 5.6 -2.2
SAMT Strategas Macro Thematic Opportunities ETF 4.1 65 -30 4.7 -3.1
IEDI iShares U.S. Consumer Focused ETF 4.1 18 17 5.0 -2.8
QQQJ Invesco NASDAQ Next Gen 100 ETF 4.0 15 20 4.7 -3.1
SUSL iShares ESG MSCI USA Leaders ETF 4.0 10 25 5.1 -2.7
MTUM iShares MSCI USA Momentum Factor ETF 4.0 15 20 3.7 -4.1
FDIV MarketDesk Focused U.S. Dividend ETF 4.0 35 0 8.8 +1.0
FFND Future Fund Active ETF 4.0 100 -65 0.3 -7.5
JQUA JPMorgan U.S. Quality Factor ETF 3.9 12 23 5.7 -2.1
DIV Global X SuperDividend US ETF 3.9 45 -10 7.8 +0.0
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 3.9 68 -33 5.3 -2.6
TIME Clockwise Core Equity & Innovation ETF 3.8 95 -60 2.0 -5.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 3.8 10 25 5.2 -2.7
PEY Invesco High Yield Equity Dividend Achievers ETF 3.8 52 -17 9.4 +1.6
NULG Nuveen ESG Large-Cap Growth ETF 3.7 26 9 4.4 -3.4
VCR Vanguard Consumer Discretionary ETF 3.7 10 25 4.7 -3.1
GDVD R3 Global Dividend Growth ETF 3.7 88 -53 5.8 -2.0
GDEF Goldman Sachs Defensive Equity ETF 3.7 55 -20 4.4 -3.5
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.7 70 -35 5.0 -2.8
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.7 25 10 5.8 -2.0
SPLV Invesco S&P 500 Low Volatility ETF 3.7 25 10 5.7 -2.1
ALTL Pacer Lunt Large Cap Alternator ETF 3.7 60 -25 5.3 -2.5
HAIL SPDR S&P Kensho Smart Mobility ETF 3.7 45 -10 -2.0 -9.8
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 3.6 15 20 5.4 -2.4
USMV iShares MSCI USA Min Vol Factor ETF 3.6 15 20 6.1 -1.8
VFMO Vanguard U.S. Momentum Factor ETF 3.6 13 22 2.8 -5.1
NANC Unusual Whales Subversive Democratic Trading ETF 3.6 75 -40 3.8 -4.1
FDIS Fidelity MSCI Consumer Discretionary Index ETF 3.6 8 27 4.9 -3.0
PRAY FIS Christian Stock Fund 3.6 69 -34 5.9 -1.9
NULC Nuveen ESG Large-Cap ETF 3.6 21 14 5.5 -2.3
VSDA VictoryShares Dividend Accelerator ETF 3.5 35 0 6.1 -1.8
DSI iShares MSCI KLD 400 Social ETF 3.5 25 10 5.1 -2.7
DMAT Global X Disruptive Materials ETF 3.5 59 -24 9.9 +2.1
SETM Sprott Energy Transition Materials ETF 3.5 65 -30 5.3 -2.5
SPRX Spear Alpha ETF 3.5 75 -40 -0.5 -8.3
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 3.5 85 -50 8.1 +0.3
GMET VanEck Green Metals ETF 3.5 63 -28 9.8 +2.0
DON WisdomTree U.S. MidCap Dividend Fund 3.5 38 -3 8.6 +0.8
KONG Formidable Fortress ETF 3.5 89 -54 6.2 -1.6
FDLO Fidelity Low Volatility Factor ETF 3.5 15 20 5.5 -2.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.5 12 23 5.1 -2.7
KCE SPDR S&P Capital Markets ETF 3.5 35 0 7.2 -0.6
FVD First Trust Value Line Dividend Index Fund 3.5 65 -30 6.0 -1.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 3.5 20 15 5.6 -2.2
RXI iShares Global Consumer Discretionary ETF 3.4 41 -6 5.5 -2.3
FBCG Fidelity Blue Chip Growth ETF 3.3 59 -24 2.6 -5.3
GRPM Invesco S&P MidCap 400 GARP ETF 3.3 35 0 9.9 +2.1
NUMV Nuveen ESG Mid-Cap Value ETF 3.3 31 4 7.4 -0.5
QUAL iShares MSCI USA Quality Factor ETF 3.3 15 20 5.5 -2.3
BNE Blue Horizon BNE ETF 3.3 87 -52 5.0 -2.8
ITA iShares U.S. Aerospace & Defense ETF 3.3 40 -5 2.8 -5.0
XAR SPDR S&P Aerospace & Defense ETF 3.3 35 0 -1.2 -9.0
MISL First Trust Indxx Aerospace & Defense ETF 3.3 60 -25 3.4 -4.4
XTN SPDR S&P Transportation ETF 3.2 35 0 1.0 -6.8
IYT iShares US Transportation ETF 3.2 40 -5 2.1 -5.7
IMCG iShares Morningstar Mid-Cap Growth ETF 3.2 6 29 4.3 -3.6
LRND IQ U.S. Large Cap R&D Leaders ETF 3.2 14 21 6.3 -1.5
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.2 20 15 5.4 -2.4
CBSE Clough Select Equity ETF 3.2 85 -50 -2.3 -10.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 3.2 75 -40 4.7 -3.1
QQQN VictoryShares Nasdaq Next 50 ETF 3.2 18 17 4.5 -3.3
SRHQ SRH U.S. Quality ETF 3.1 35 0 8.0 +0.2
AMID Argent Mid Cap ETF Argent Mid Cap ETF 3.1 52 -17 7.0 -0.8
BGIG Bahl & Gaynor Income Growth ETF 3.1 45 -10 5.3 -2.5
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 3.0 61 -26 -4.0 -11.8
DIP BTD Capital Fund 3.0 129 -94 5.0 -2.8
QMOM Alpha Architect U.S. Quantitative Momentum ETF 3.0 39 -4 4.9 -3.0
STXG Strive 1000 Growth ETF 3.0 18 17 4.2 -3.6
TMFC Motley Fool 100 Index ETF 3.0 50 -15 4.0 -3.8
GURU Global X Guru Index ETF 3.0 75 -40 2.5 -5.3
QDEF FlexShares Quality Dividend Defensive Index Fund 2.9 37 -2 4.8 -3.0
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 2.9 60 -25 5.6 -2.3
ARKQ ARK Autonomous Technology & Robotics ETF 2.8 75 -40 1.6 -6.2
EGUS iShares ESG Aware MSCI USA Growth ETF 2.8 18 17 4.3 -3.5
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 2.8 15 20 6.9 -0.9
PSET Principal Quality ETF 2.7 15 20 5.7 -2.1
ABEQ Absolute Select Value ETF 2.7 85 -50 4.7 -3.1
IFRA iShares U.S. Infrastructure ETF 2.7 30 5 6.3 -1.5
FDRV Fidelity Electric Vehicles and Future Transportation ETF 2.7 39 -4 -3.5 -11.3
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 2.7 72 -37 2.2 -5.6
TMDV ProShares Russell US Dividend Growers ETF 2.7 35 0 6.5 -1.3
OIH VanEck Oil Services ETF 2.7 35 0 2.1 -5.8
PXJ Invesco Oil & Gas Services ETF 2.7 63 -28 2.8 -5.0
IEZ iShares U.S. Oil Equipment & Services ETF 2.7 40 -5 2.3 -5.5
XES SPDR S&P Oil & Gas Equipment & Services ETF 2.7 35 0 -0.9 -8.7
AFMC First Trust Active Factor Mid Cap ETF 2.7 65 -30 7.5 -0.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.6 35 0 5.7 -2.1
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.6 27 8 8.4 +0.6
KBWP Invesco KBW Property & Casualty Insurance ETF 2.5 35 0 5.9 -1.9
ILCG iShares Morningstar Growth ETF 2.5 4 31 4.1 -3.7
QGRW WisdomTree U.S. Quality Growth Fund 2.5 28 7 4.7 -3.2
MOTG VanEck Morningstar Global Wide Moat ETF 2.5 52 -17 5.8 -2.0
SCHG Schwab U.S. Large-Cap Growth ETF 2.5 4 31 4.3 -3.5
VFMV Vanguard U.S. Minimum Volatility ETF 2.5 13 22 5.4 -2.5
JGRO JPMorgan Active Growth ETF 2.4 44 -9 3.4 -4.4
NZUS SPDR MSCI USA Climate Paris Aligned ETF 2.4 10 25 4.9 -2.9
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.4 75 -40 3.8 -4.0
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.4 49 -14 4.8 -3.1
CACG ClearBridge All Cap Growth ESG ETF 2.4 54 -19 3.4 -4.4
IPDP Dividend Performers ETF 2.4 122 -87 4.9 -3.0
IWY iShares Russell Top 200 Growth ETF 2.4 20 15 4.9 -3.0
CHGX AXS Change Finance ESG ETF 2.4 49 -14 5.1 -2.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.3 18 17 6.3 -1.5
HOMZ Hoya Capital Housing ETF 2.3 30 5 8.1 +0.3
VONG Vanguard Russell 1000 Growth ETF 2.3 8 27 4.8 -3.0
DFNV Donoghue Forlines Innovation ETF 2.3 69 -34 5.0 -2.8
IWF iShares Russell 1000 Growth ETF 2.3 19 16 4.7 -3.1
NUMG Nuveen ESG Mid-Cap Growth ETF 2.3 31 4 3.7 -4.1
BECO BlackRock Future Climate and Sustainable Economy ETF 2.3 70 -35 13.7 +5.9
SPMV Invesco S&P 500 Minimum Variance ETF 2.2 10 25 5.6 -2.2
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 2.2 106 -71 2.9 -4.9
SCHM Schwab U.S. Mid-Cap ETF 2.2 4 31 6.3 -1.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 2.2 35 0 4.8 -3.0
AGQI First Trust Active Global Quality Income ETF 2.2 85 -50 5.8 -2.0
RTH VanEck Retail ETF 2.2 35 0 6.0 -1.8
XRT SPDR S&P Retail ETF 2.2 35 0 8.8 +1.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.2 60 -25 5.7 -2.2
XMHQ Invesco S&P MidCap Quality ETF 2.2 25 10 7.0 -0.9
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 2.1 58 -23 4.8 -3.0
LNGG Roundhill Alerian LNG ETF 2.1 65 -30 8.5 +0.7
STXD Strive 1000 Dividend Growth ETF 2.1 35 0 5.5 -2.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.1 10 25 4.8 -3.0
XMMO Invesco S&P MidCap Momentum ETF 2.1 34 1 5.1 -2.7
VUG Vanguard Growth ETF 2.1 4 31 4.3 -3.6
SSPX Janus Henderson U.S. Sustainable Equity ETF 2.1 55 -20 4.0 -3.8
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.0 60 -25 6.4 -1.4
CRUZ Defiance Hotel Airline and Cruise ETF 2.0 45 -10 -4.9 -12.7
JETS U.S. Global Jets ETF 2.0 60 -25 -15.6 -23.4
SFYF SoFi Social 50 ETF 2.0 29 6 -2.6 -10.4
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 2.0 58 -23 4.6 -3.3
PEJ Invesco Leisure and Entertainment ETF 2.0 58 -23 0.4 -7.4
FTRI First Trust Indxx Global Natural Resources Income ETF 2.0 70 -35 10.6 +2.8
RAYD Rayliant Quantitative Developed Market Equity ETF 1.9 80 -45 4.5 -3.3
XMVM Invesco S&P MidCap Value with Momentum ETF 1.9 39 -4 10.8 +3.0
ACWV iShares MSCI Global Min Vol Factor ETF 1.9 20 15 6.7 -1.1
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 1.9 12 23 5.5 -2.3
ROBO ROBO Global Robotics & Automation Index ETF 1.9 95 -60 2.8 -5.0
DRIV Global X Autonomous & Electric Vehicles ETF 1.9 68 -33 3.4 -4.5
VXF Vanguard Extended Market ETF 1.9 6 29 3.9 -3.9
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.9 79 -44 6.2 -1.6
LRGE ClearBridge Large Cap Growth ESG ETF 1.9 59 -24 3.4 -4.5
ION ProShares S&P Global Core Battery Metals ETF 1.9 58 -23 11.6 +3.8
REMX VanEck Rare Earth/Strategic Metals ETF 1.9 54 -19 11.9 +4.0
ACES ALPS Clean Energy ETF 1.9 55 -20 -5.0 -12.8
LITP Sprott Lithium Miners ETF 1.9 65 -30 12.4 +4.6
LIT Global X Lithium & Battery Tech ETF 1.9 75 -40 10.2 +2.4
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 1.9 58 -23 -0.3 -8.1
ZSB USCF Sustainable Battery Metals Strategy Fund 1.9 61 -26 14.8 +7.0
GSFP Goldman Sachs Future Planet Equity ETF 1.9 75 -40 4.5 -3.3
OALC OneAscent Large Cap Core ETF 1.8 86 -51 5.9 -2.0
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.8 40 -5 6.6 -1.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.8 30 5 7.6 -0.2
PZLG Puzzle Mature Growth 1.8 0 35 4.2 -3.6
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.8 15 20 6.3 -1.5
QLV FlexShares US Quality Low Volatility Index Fund 1.8 22 13 5.2 -2.7
POWA Invesco Bloomberg Pricing Power ETF 1.8 40 -5 5.1 -2.7
TOLL Tema Monopolies and Oligopolies ETF 1.8 75 -40 2.6 -5.2
PRNT 3D Printing ETF 1.8 66 -31 -4.1 -11.9
FAN First Trust Global Wind Energy ETF 1.8 60 -25 5.5 -2.3
MBCC Monarch Blue Chips Core ETF 1.8 125 -90 3.4 -4.4
IJK iShares S&P Mid-Cap 400 Growth ETF 1.7 17 18 5.8 -2.0
WCEO Hypatia Women CEO ETF 1.7 85 -50 5.2 -2.7
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.7 15 20 5.8 -2.0
PRN Invesco Dorsey Wright Industrials Momentum ETF 1.7 60 -25 5.1 -2.7
CGGO Capital Group Global Growth Equity ETF 1.7 47 -12 4.3 -3.5
CVAR Cultivar ETF 1.7 87 -52 6.9 -0.9
IWP iShares Russell Mid-Cap Growth ETF 1.7 23 12 3.8 -4.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.7 15 20 6.4 -1.4
WRND IQ Global Equity R&D Leaders ETF 1.7 18 17 7.2 -0.6
MGK Vanguard Mega Cap Growth ETF 1.7 7 28 4.4 -3.4
COPX Global X Copper Miners ETF 1.7 65 -30 6.9 -0.9
SAGP Strategas Global Policy Opportunities ETF 1.7 65 -30 4.5 -3.3
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.7 65 -30 3.8 -4.1
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 1.7 75 -40 5.4 -2.5
CARZ First Trust NASDAQ Global Auto Index Fund 1.7 70 -35 3.5 -4.4
CZA Invesco Zacks Mid-Cap ETF 1.7 72 -37 6.3 -1.5
MOTE VanEck Morningstar ESG Moat ETF 1.6 49 -14 5.2 -2.7
RSHO Tema American Reshoring ETF 1.6 75 -40 3.6 -4.2
HYDR Global X Hydrogen ETF 1.6 50 -15 -13.6 -21.4
CNRG SPDR S&P Kensho Clean Power ETF 1.6 45 -10 -7.5 -15.3
FIXT Procure Disaster Recovery Strategy ETF 1.6 75 -40 5.7 -2.2
PBW Invesco WilderHill Clean Energy ETF 1.6 66 -31 -19.8 -27.6
VBR Vanguard Small Cap Value ETF 1.5 7 28 8.2 +0.4
SHLD Global X Defense Tech ETF 1.5 50 -15 4.8 -3.0
FITE SPDR S&P Kensho Future Security ETF 1.5 45 -10 3.0 -4.8
ROKT SPDR S&P Kensho Final Frontiers ETF 1.5 45 -10 -0.6 -8.4
QTUM Defiance Quantum ETF 1.5 40 -5 3.9 -3.9
UFO Procure Space ETF 1.5 75 -40 -4.0 -11.8
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.5 56 -21 13.9 +6.1
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 1.5 15 20 7.3 -0.5
BATT Amplify Lithium & Battery Technology ETF 1.4 59 -24 2.9 -4.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.4 4 31 6.1 -1.7
KOMP SPDR S&P Kensho New Economies Composite ETF 1.4 20 15 2.1 -5.7
JSTC Adasina Social Justice All Cap Global ETF 1.4 89 -54 4.8 -3.1
MVPS Amplify Thematic All-Stars ETF 1.3 49 -14 1.7 -6.2
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 1.3 45 -10 6.2 -1.6
RWK Invesco S&P MidCap 400 Revenue ETF 1.3 39 -4 8.7 +0.9
KCAL Subversive Food Security ETF 1.3 75 -40 0.0 -7.8
ARKX ARK Space Exploration & Innovation ETF 1.3 75 -40 1.7 -6.1
ANEW ProShares MSCI Transformational Changes ETF 1.3 45 -10 3.3 -4.5
KROP Global X AgTech & Food Innovation ETF 1.3 50 -15 4.7 -3.1
TEMP JPMorgan Climate Change Solutions ETF 1.3 49 -14 4.7 -3.2
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.3 45 -10 4.9 -2.9
GGRW Gabelli Growth Innovators ETF 1.2 90 -55 2.3 -5.5
XNTK SPDR NYSE Technology ETF 1.2 35 0 4.0 -3.9
AIQ Global X Artificial Intelligence & Technology ETF 1.2 68 -33 4.2 -3.7
MILN Global X Millennial Consumer ETF 1.2 50 -15 2.4 -5.4
NBDS Neuberger Berman Disrupters ETF 1.2 55 -20 1.9 -5.9
AWAY ETFMG Travel Tech ETF 1.2 76 -41 -4.1 -11.9
ISHP First Trust Nasdaq Retail ETF 1.2 60 -25 3.2 -4.7
PNQI Invesco NASDAQ Internet ETF 1.2 60 -25 2.6 -5.2
IBUY Amplify Online Retail ETF 1.2 65 -30 1.8 -6.0
PWB Invesco Large Cap Growth ETF 1.2 56 -21 3.1 -4.7
OGIG ALPS O'Shares Global Internet Giants ETF 1.2 48 -13 0.5 -7.4
BUYZ Franklin Disruptive Commerce ETF 1.2 50 -15 2.1 -5.7
FPX First Trust US Equity Opportunities ETF 1.2 61 -26 0.6 -7.2
OND ProShares On-Demand ETF 1.2 58 -23 -2.5 -10.3
GINN Goldman Sachs Innovate Equity ETF 1.2 52 -17 2.7 -5.1
WDIV SPDR S&P Global Dividend ETF 1.2 40 -5 10.2 +2.4
KBWD Invesco KBW High Dividend Yield Financial ETF 1.2 384 -349 8.5 +0.7
XMLV Invesco S&P MidCap Low Volatility ETF 1.2 25 10 6.8 -1.0
ETHO Etho Climate Leadership U.S. ETF 1.1 47 -12 4.1 -3.8
TRFM AAM Transformers ETF 1.1 49 -14 1.2 -6.6
XT iShares Exponential Technologies ETF 1.1 46 -11 3.9 -4.0
WDNA WisdomTree BioRevolution Fund 1.1 45 -10 -4.5 -12.3
XJH iShares ESG Screened S&P Mid-Cap ETF 1.0 12 23 6.8 -1.0
DTEC ALPS Disruptive Technologies ETF 1.0 50 -15 3.3 -4.5
MEM Matthews Emerging Markets Equity Active ETF 1.0 79 -44 5.7 -2.1
KLDW Knowledge Leaders Developed World ETF 1.0 75 -40 4.9 -2.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.0 15 20 7.1 -0.7
SATO Invesco Alerian Galaxy Crypto Economy ETF 1.0 61 -26 -13.0 -20.8
EATZ AdvisorShares Restaurant ETF 1.0 101 -66 2.7 -5.2
RUNN Running Oak Efficient Growth ETF 1.0 58 -23 4.8 -3.0
MDY SPDR S&P Midcap 400 ETF Trust 0.9 23 12 6.8 -1.1
IVOO Vanguard S&P Mid-Cap 400 ETF 0.9 10 25 6.9 -0.9
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 0.9 40 -5 8.6 +0.7
XLC Communication Services Select Sector SPDR Fund 0.9 9 26 6.8 -1.0
IJH iShares Core S&P Mid-Cap ETF 0.9 5 30 6.9 -0.9
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.9 3 32 7.0 -0.9
SIXL ETC 6 Meridian Low Beta Equity ETF 0.9 80 -45 5.1 -2.7
LCLG Logan Capital Broad Innovative Growth ETF 0.9 99 -64 4.9 -3.0
VB Vanguard Small-Cap ETF 0.9 5 30 5.4 -2.4
CLNR IQ Cleaner Transport ETF 0.8 45 -10 8.3 +0.5
MOTO SmartETFs Smart Transportation & Technology ETF 0.8 68 -33 6.6 -1.2
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 0.8 79 -44 5.1 -2.7
IDRV iShares Self-driving EV & Tech ETF 0.8 47 -12 -0.5 -8.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.8 65 -30 1.6 -6.2
TMFX Motley Fool Next Index ETF 0.8 50 -15 3.4 -4.4
ACTV LeaderShares Activist Leaders ETF 0.8 75 -40 8.1 +0.3
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.8 45 -10 1.4 -6.5
QQQ Invesco QQQ Trust Series I 0.8 20 15 4.6 -3.2
QQQM Invesco NASDAQ 100 ETF 0.8 15 20 4.7 -3.1
ONEQ Fidelity Nasdaq Composite Index ETF 0.8 21 14 3.9 -3.9
FNK First Trust Mid Cap Value AlphaDEX Fund 0.8 70 -35 9.2 +1.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.7 24 11 7.8 0.0
QQMG Invesco ESG NASDAQ 100 ETF 0.7 20 15 4.7 -3.1
INNO Harbor Disruptive Innovation ETF 0.7 75 -40 -3.5 -11.3
FSMD Fidelity Small-Mid Multifactor ETF 0.7 15 20 7.6 -0.2
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.6 80 -45 6.5 -1.3
SMLF iShares U.S. SmallCap Equity Factor ETF 0.6 15 20 5.8 -2.0
FCOM Fidelity MSCI Communication Services Index ETF 0.6 8 27 4.8 -3.0
LVOL American Century Low Volatility ETF 0.6 29 6 5.3 -2.6
VOX Vanguard Communication Services ETF 0.6 10 25 5.1 -2.7
SMMD iShares Russell 2500 ETF 0.6 15 20 6.0 -1.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.5 7 28 5.7 -2.1
IBLC iShares Blockchain and Tech ETF 0.5 47 -12 -1.0 -8.8
IETC iShares U.S. Tech Independence Focused ETF 0.4 18 17 4.4 -3.4
FNX First Trust Mid Cap Core AlphaDEX Fund 0.4 60 -25 6.0 -1.8
TTAI FCF International Quality ETF 0.4 59 -24 7.4 -0.4
AOTG AOT Growth and Innovation ETF 0.3 75 -40 3.0 -4.8
IQM Franklin Intelligent Machines ETF 0.3 50 -15 3.1 -4.8
DFAT Dimensional U.S. Targeted Value ETF 0.3 28 7 8.2 +0.4
SMDY Syntax Stratified MidCap ETF 0.3 35 0 6.3 -1.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.3 15 20 7.4 -0.4
FNDA Schwab Fundamental US Small Co. Index ETF 0.3 25 10 6.8 -1.0
IXP iShares Global Comm Services ETF 0.2 42 -7 5.3 -2.5
AMZA InfraCap MLP ETF 0.2 164 -129 3.3 -4.5
SFYX SoFi Next 500 ETF 0.2 0 35 5.6 -2.2
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.1 50 -15 4.7 -3.1
TEQI T. Rowe Price Equity Income ETF 0.1 54 -19 4.1 -3.7
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 -15 4.9 -2.9
TGRW T. Rowe Price Growth Stock ETF 0.0 52 -17 4.2 -3.6
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 -22 3.6 -4.2
ARB AltShares Merger Arbitrage ETF -0.1 77 -42 -0.2 -8.0

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

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RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

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

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 15.3 %
Divided by: Fwd. P/BV 1.9 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 7.8 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.64 CATEGORY
AVERAGE		 1.55
 
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.