First Trust NYSE Arca Biotechnology Index Fund
ALTAR
Score™		 2.6% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 64.4x P/Sales
ratio		 4.5x
P/BV
ratio		 3.0x Div.
yield		 0.3%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
First Trust NYSE Arca Biotechnology Index Fund seeks investment results that correspond to the price and yield of an equity index called the Amex Biotechnology Index.

FUND BASICS
Category US Equities
Fund Sponsor First Trust Advisors LP
Website www.ftportfolios.com
Inception date Jun 19, 2006
Assets (mns) $2,379
Currency USD
Expense ratio 56 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian Bank of New York Mellon
Weighting Equal
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 31
Wgt avg mkt cap (mns) $34,348
Large cap (>$10bn) 71.9%
Mid cap ($2-10bn) 28.1%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
GILEAD SCIENCES INC 4.4 %
MODERNA, INC. 4.2 %
AMGEN INC 3.9 %
ALKERMES PLC 3.8 %
HALOZYME THERAPEUTICS INC 3.8 %
CORCEPT THERAPEUTICS INC 3.7 %
BIONTECH SE SPONSORED ADR 3.6 %
VERTEX PHARMACEUTICALS INC 3.6 %
KRYSTAL BIOTECH, INC. 3.6 %
BIOGEN IDEC INC 3.6 %
Total 38.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 82.2 %
GERMANY 3.8 %
IRELAND 3.7 %
NETHERLANDS 3.7 %
CHINA 3.7 %
DENMARK 2.9 %





HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
1.1% 18.9% 4.7% 9.8% 12.8%

Market Correlations
versus... Beta R-squared
S&P500 0.81 43%
MSCI EAFE 0.88 36%
MSCI Emg. Mkts. 0.75 31%

Technical Indicators
Recent close $208.69
30d moving avg. $212.43
Annualized volatility 17.2%
Short interest (ETF) 0.7%
Short interest (Underlying) 5.3%
Relative strength (RSI) 49

Liquidity measures
Avg. volume (thou.) 130
Turnover 1.1%
Bid/Ask (% of price) 0.25%
ADV underlying (mns) $3,711

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 699 potential alternatives to the First Trust NYSE Arca Biotechnology Index Fund ETF based on the alternatives' overlap in portfolio holdings with FBT. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: FBT Expense: 56 bp ALTAR Score™: 2.6%


ALTERNATIVE ETFs BASED ON OVERLAP WITH FBT
Ticker Fund
Name		 Overlap1
vs FBT
(%)		 Expense
ratio
(bp)		 Savings
vs FBT
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs FBT
(%)
BBH VanEck Biotech ETF 50.1 35 21 4.9 +2.3
IBB iShares Biotechnology ETF 43.3 45 11 -0.5 -3.1
IBBQ Invesco Nasdaq Biotechnology ETF 35.7 19 37 0.3 -2.3
GNOM Global X Genomics & Biotechnology ETF 32.8 50 6 -2.8 -5.3
FTXH First Trust Nasdaq Pharmaceuticals ETF 30.6 60 -4 6.6 +4.0
WDNA WisdomTree BioRevolution Fund 29.4 45 11 -2.3 -4.9
BBP Virtus LifeSci Biotech Products ETF 28.6 79 -23 -4.3 -6.9
HELX Franklin Genomic Advancements ETF 26.2 50 6 -1.4 -4.0
XBI State Street SPDR S&P Biotech ETF 25.4 35 21 -2.5 -5.1
FXH First Trust Health Care AlphaDEX Fund 24.7 62 -6 4.6 +2.0
BMED Future Health ETF 23.2 85 -29 1.1 -1.5
IDNA iShares Genomics Immunology and Healthcare ETF 21.6 47 9 -0.3 -2.9
PJP Invesco Pharmaceuticals ETF 20.6 57 -1 6.8 +4.3
IBRN iShares Neuroscience and Healthcare ETF 19.4 47 9 0.0 -2.6
HTEC ROBO Global Healthcare Technology and Innovation ETF 18.6 68 -12 2.3 -0.3
MEDX Horizon Kinetics Medical ETF 16.0 85 -29 1.4 -1.2
PSCH Invesco S&P SmallCap Health Care ETF 15.4 29 27 2.5 -0.1
PINK Simplify Health Care ETF 15.2 50 6 0.9 -1.7
AGNG Global X Aging Population ETF 15.1 50 6 3.8 +1.2
IYH iShares U.S. Healthcare ETF 14.6 40 16 5.4 +2.8
CANC Tema Oncology ETF 14.5 75 -19 -2.4 -5.0
FMED Fidelity Disruptive Medicine ETF 14.3 50 6 -1.2 -3.8
RSPH Invesco S&P 500 Equal Weight Health Care ETF 13.8 40 16 6.8 +4.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 13.4 49 7 4.7 +2.1
VHT Vanguard Health Care ETF 13.2 9 47 4.8 +2.2
HRTS Tema Heart & Health ETF 12.8 75 -19 2.7 +0.1
ARKG ARK Genomic Revolution ETF 12.4 75 -19 -2.1 -4.7
FHLC Fidelity MSCI Health Care Index ETF 12.2 8 48 5.0 +2.4
XLV The Health Care Select Sector SPDR Fund 11.7 8 48 6.1 +3.5
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 11.7 58 -2 3.4 +0.8
QQQJ Invesco NASDAQ Next Gen 100 ETF 11.2 15 41 4.3 +1.7
ABOT Abacus FCF Innovation Leaders ETF 11.0 69 -13 3.9 +1.3
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 10.9 65 -9 0.5 -2.1
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 10.3 20 36 4.4 +1.8
BUL Pacer US Cash Cows Growth ETF 9.3 60 -4 3.3 +0.7
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 9.3 60 -4 3.8 +1.2
OZEM Roundhill GLP-1 & Weight Loss ETF 9.0 59 -3 4.7 +2.1
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 8.7 49 7 3.7 +1.1
KONG Formidable Fortress ETF 8.2 89 -33 5.1 +2.5
IXJ iShares Global Healthcare ETF 8.1 42 14 5.7 +3.1
QVAL Alpha Architect US Quantitative Value ETF 8.1 39 17 9.4 +6.9
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 8.1 49 7 3.8 +1.2
LFSC F/m Emerald Life Sciences Innovation ETF 7.8 79 -23 0.0 -2.6
GDOC Goldman Sachs Future Health Care Equity ETF 7.8 75 -19 0.8 -1.8
MID American Century Mid Cap Growth Impact ETF 7.7 45 11 2.8 +0.2
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 7.4 49 7 7.3 +4.8
COWZ Pacer US Cash Cows 100 ETF 7.4 49 7 7.4 +4.8
SBIO ALPS Medical Breakthroughs ETF 7.4 50 6 0.0 -2.6
THNR Amplify Weight Loss Drug & Treatment ETF 7.3 59 -3 5.3 +2.7
MFVL Motley Fool Value Factor ETF 7.3 50 6 5.4 +2.8
MFMO Motley Fool Momentum Factor ETF 7.2 50 6 2.3 -0.3
MEDI Harbor Health Care ETF 7.1 80 -24 -1.4 -4.0
PSIL AdvisorShares Psychedelics ETF 7.0 99 -43 -1.8 -4.4
MFIG Motley Fool Innovative Growth Factor ETF 6.9 50 6 2.8 +0.2
ABFL Abacus FCF Leaders ETF 6.9 59 -3 3.9 +1.3
DRUP GraniteShares Nasdaq Select Disruptors ETF 6.8 60 -4 3.7 +1.1
AVIE Avantis  Inflation Focused Equity ETF 6.8 25 31 5.9 +3.3
CALF Pacer US Small Cap Cash Cows 100 ETF 6.8 59 -3 9.4 +6.8
RND First Trust Bloomberg R&D Leaders ETF 6.7 60 -4 2.5 -0.1
FCPI Fidelity Stocks for Inflation ETF 6.5 15 41 5.8 +3.2
FSGS First Trust SMID Growth Strength ETF 6.5 60 -4 4.7 +2.1
SAGP Strategas Global Policy Opportunities ETF 6.5 65 -9 4.4 +1.9
XMHQ Invesco S&P MidCap Quality ETF 6.4 25 31 5.8 +3.2
FDG American Century Focused Dynamic Growth ETF 6.4 45 11 1.8 -0.8
RNSC Furst Trust Small Cap US Equity Select ETF 6.3 60 -4 4.3 +1.8
LST Leuthold Select Industries ETF 6.3 91 -35 4.9 +2.3
SMRI Bushido Capital US Equity ETF 6.2 71 -15 8.2 +5.6
LVDS JPMorgan Fundamental Data Science Large Value ETF 6.1 49 7 5.0 +2.4
TECB iShares U.S. Tech Breakthrough Multisector ETF 6.1 40 16 3.5 +0.9
SAMM Strategas Macro Momentum ETF 6.0 66 -10 3.6 +1.0
SDG iShares MSCI Global Sustainable Development Goals ETF 6.0 49 7 4.6 +2.0
FTGS First Trust Growth Strength ETF 6.0 60 -4 3.5 +0.9
VFLO VictoryShares Free Cash Flow ETF 6.0 39 17 7.9 +5.3
RZG Invesco S&P Smallcap 600 Pure Growth ETF 5.8 35 21 3.2 +0.6
GRPM Invesco S&P MidCap 400 GARP ETF 5.8 35 21 6.9 +4.3
DURA VanEck Durable High Dividend ETF 5.7 29 27 6.1 +3.5
PTH Invesco Dorsey Wright Healthcare Momentum ETF 5.7 60 -4 -1.7 -4.3
QNXT iShares Nasdaq-100 ex Top 30 ETF 5.7 20 36 4.2 +1.6
TBG TBG Dividend Focus ETF 5.7 59 -3 6.1 +3.5
QGRO American Century U.S. Quality Growth ETF 5.6 29 27 3.8 +1.2
GRPZ Invesco S&P SmallCap 600 GARP ETF 5.5 35 21 6.3 +3.7
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 5.5 59 -3 4.8 +2.2
SPIT F/m Emerald Special Situations ETF 5.5 105 -49 -0.7 -3.3
GLRY Inspire Faithward Mid Cap Momentum ETF 5.4 80 -24 3.7 +1.1
DIVN Horizon Dividend Income ETF 5.4 70 -14 6.2 +3.6
RFG Invesco S&P Midcap 400 Pure Growth ETF 5.3 35 21 4.5 +1.9
FLOW Global X U.S. Cash Flow Kings 100 ETF 5.3 25 31 11.4 +8.8
SXQG ETC 6 Meridian Quality Growth ETF 5.2 100 -44 2.8 +0.2
DFNV Donoghue Forlines Innovation ETF 5.1 69 -13 4.3 +1.7
LGCF Themes US Cash Flow Champions ETF 5.1 30 26 7.3 +4.7
TMFX Motley Fool Next Index ETF 5.1 50 6 3.0 +0.4
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.9 35 21 3.7 +1.1
CSMD Congress SMid Growth ETF 4.9 69 -13 3.3 +0.8
IJK iShares S&P Mid-Cap 400 Growth ETF 4.8 17 39 4.1 +1.5
VBK Vanguard Small-Cap Growth ETF 4.8 7 49 1.3 -1.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 4.7 15 41 5.1 +2.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 4.6 15 41 6.8 +4.2
CVAR Cultivar ETF 4.6 87 -31 6.5 +4.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.5 18 38 4.9 +2.3
TOLL Tema Durable Quality ETF 4.5 75 -19 3.9 +1.3
FFND Future Fund Active ETF 4.3 100 -44 4.3 +1.7
BOUT Innovator IBD Breakout Opportunities ETF 4.3 81 -25 3.2 +0.6
SGRT SMART Earnings Growth 30 ETF 4.3 59 -3 2.7 +0.1
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 4.3 15 41 4.1 +1.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 4.3 10 46 4.2 +1.6
AZTD Aztlan Global Stock Selection DM SMID ETF 4.3 75 -19 4.1 +1.5
DVLU First Trust Dorsey Wright Momentum & Value ETF 4.3 60 -4 6.4 +3.9
USCF Themes US Cash Flow Champions ETF 4.3 29 27 7.6 +5.0
TMAT Main Thematic Innovation ETF 4.3 164 -108 -2.0 -4.6
XT iShares Exponential Technologies ETF 4.2 46 10 4.1 +1.5
AFMC First Trust Active Factor Mid Cap ETF 4.2 65 -9 7.2 +4.6
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 4.2 79 -23 4.4 +1.8
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 4.2 30 26 3.8 +1.2
NUMG Nuveen ESG Mid-Cap Growth ETF 4.2 31 25 1.8 -0.8
SGLC SGI U.S. Large Cap Core ETF 4.2 85 -29 3.9 +1.3
QDIV Global X S&P 500 Quality Dividend ETF 4.1 20 36 7.5 +4.9
ETHO Etho Climate Leadership U.S. ETF 4.1 47 9 4.5 +2.0
JDOC JPMorgan Healthcare Leaders ETF 4.1 65 -9 3.3 +0.7
TAX Cambria Tax Aware ETF 4.0 49 7 4.2 +1.6
GINN Goldman Sachs Innovate Equity ETF 4.0 52 4 3.8 +1.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 4.0 70 -14 2.1 -0.5
BRIF FIS Bright Portfolios Focused Equity ETF 4.0 65 -9 3.7 +1.1
MODL VictoryShares WestEnd U.S. Sector ETF 4.0 42 14 4.1 +1.5
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 4.0 49 7 6.5 +3.9
AADR AdvisorShares Dorsey Wright ADR ETF 3.9 110 -54 2.4 -0.2
RAYD Rayliant Quantitative Developed Market Equity ETF 3.9 80 -24 3.6 +1.0
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.9 30 26 7.1 +4.6
DJD Invesco Dow Jones Industrial Average Dividend ETF 3.9 7 49 6.4 +3.8
DIA SPDR Dow Jones Industrial Average ETF 3.9 16 40 4.7 +2.1
DVGR DAC 3D Dividend Growth ETF 3.9 65 -9 4.7 +2.1
MBCC Monarch Blue Chips Core ETF 3.9 125 -69 3.8 +1.2
YALL God Bless America ETF 3.9 65 -9 4.0 +1.4
ARKK ARK Innovation ETF 3.8 75 -19 -3.1 -5.7
SMAP Amplify Small-Mid Cap Equity ETF 3.8 60 -4 4.4 +1.8
USMV iShares MSCI USA Min Vol Factor ETF 3.8 15 41 5.0 +2.4
CTEF Castellan Targeted Equity ETF 3.8 45 11 2.9 +0.3
SCHD Schwab US Dividend Equity ETF 3.8 6 50 8.0 +5.4
UDI USCF Dividend Income Fund 3.7 65 -9 6.6 +4.0
EDOW First Trust Dow 30 Equal Weight ETF 3.7 50 6 4.5 +2.0
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 3.7 60 -4 9.5 +6.9
VFQY Vanguard U.S. Quality Factor ETF 3.7 13 43 5.5 +2.9
IWP iShares Russell Mid-Cap Growth ETF 3.7 23 33 2.7 +0.1
FFOX FundX Future Fund Opportunities ETF 3.7 100 -44 2.3 -0.3
FTC First Trust Large Cap Growth AlphaDEX Fund 3.7 59 -3 1.9 -0.7
FLRG Fidelity U.S. Multifactor ETF 3.6 15 41 5.9 +3.3
BFOR ALPS Barron's 400 ETF 3.6 65 -9 4.9 +2.3
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.6 65 -9 5.1 +2.5
GQQQ Astoria US Quality Growth Kings ETF 3.6 35 21 3.5 +0.9
SMOX Horizon Small/Mid Cap Core Equity ETF 3.5 75 -19 5.4 +2.8
JSML Janus Henderson Small Cap Growth Alpha ETF 3.5 30 26 2.8 +0.2
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 3.5 49 7 5.0 +2.4
FMKT The Free Markets ETF 3.5 76 -20 4.1 +1.5
RFFC ALPS Active Equity Opportunity ETF 3.5 48 8 3.6 +1.0
MDEV First Trust Indxx Medical Devices ETF 3.5 70 -14 4.4 +1.8
AFOS ARS Focused Opportunities Strategy ETF 3.4 45 11 2.1 -0.5
VFVA Vanguard U.S. Value Factor ETF 3.4 13 43 9.5 +6.9
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 3.4 60 -4 5.9 +3.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.4 7 49 5.4 +2.8
SMLF iShares U.S. SmallCap Equity Factor ETF 3.3 15 41 5.1 +2.5
XJH iShares ESG Screened S&P Mid-Cap ETF 3.3 12 44 5.9 +3.3
DSTL Distillate US Fundamental Stability & Value ETF 3.3 39 17 7.3 +4.7
CGGO Capital Group Global Growth Equity ETF 3.3 47 9 4.2 +1.6
SPMV Invesco S&P 500 Minimum Variance ETF 3.3 10 46 5.1 +2.5
GURU Global X Guru Index ETF 3.3 75 -19 2.5 -0.1
NUSC Nuveen ESG Small-Cap ETF 3.3 31 25 5.0 +2.4
FDWM Fidelity Women's Leadership ETF 3.3 59 -3 3.7 +1.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 3.2 95 -39 -0.5 -3.1
IJT iShares S&P Small-Cap 600 Growth ETF 3.2 18 38 3.8 +1.2
MAVF Matrix Advisors Value ETF 3.1 75 -19 5.0 +2.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.1 64 -8 1.3 -1.3
VUSG Vanguard Wellington U.S. Growth Active ETF 3.1 35 21 2.5 -0.1
QTOP iShares Nasdaq Top 30 Stocks ETF 3.1 20 36 3.1 +0.5
CRTC Xtrackers US National Critical Technologies ETF 3.1 35 21 4.2 +1.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.0 4 52 5.5 +2.9
LRNZ TrueShares Technology, AI & Deep Learning ETF 3.0 69 -13 -0.8 -3.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 3.0 10 46 3.8 +1.2
CGGR Capital Group Growth ETF 3.0 39 17 2.5 -0.1
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 3.0 15 41 3.8 +1.2
VUSE Vident U.S. Equity Strategy ETF 3.0 50 6 3.7 +1.1
MDY SPDR S&P Midcap 400 ETF Trust 2.9 23 33 5.9 +3.3
SCHM Schwab U.S. Mid-Cap ETF 2.9 4 52 5.9 +3.3
IJH iShares Core S&P Mid-Cap ETF 2.9 5 51 6.1 +3.5
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.9 35 21 6.4 +3.9
FEX First Trust Large Cap Core AlphaDEX Fund 2.9 59 -3 5.1 +2.5
WOMN Impact Shares YWCA Women's Empowerment ETF 2.9 75 -19 4.8 +2.2
DUHP Dimensional US High Profitability ETF 2.9 21 35 5.0 +2.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.9 29 27 5.7 +3.1
BEEX BeeHive ETF 2.8 84 -28 3.8 +1.2
AGIQ Sofi Agentic AI ETF 2.8 69 -13 7.3 +4.7
SFYX SoFi Next 500 ETF 2.8 0 56 5.0 +2.4
TMFC Motley Fool 100 Index ETF 2.8 50 6 3.1 +0.5
ITAN Sparkline Intangible Value ETF 2.8 50 6 6.2 +3.7
IVOO Vanguard S&P Mid-Cap 400 ETF 2.8 7 49 6.1 +3.5
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 2.7 3 53 6.1 +3.5
VB Vanguard Small-Cap ETF 2.7 5 51 5.3 +2.7
VFMF Vanguard U.S. Multifactor ETF 2.7 18 38 6.7 +4.2
VXF Vanguard Extended Market ETF 2.7 5 51 3.9 +1.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.7 15 41 6.1 +3.5
JAVA JPMorgan Active Value ETF 2.7 44 12 5.4 +2.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.7 24 32 6.1 +3.5
USMF WisdomTree U.S. Multifactor Fund 2.7 28 28 6.4 +3.8
AVMV Avantis U.S. Mid Cap Value ETF 2.6 20 36 7.2 +4.6
GVLU Gotham 1000 Value ETF 2.6 50 6 7.9 +5.3
SUSA iShares MSCI USA ESG Select ETF 2.6 25 31 4.1 +1.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.6 50 6 3.3 +0.7
QQQ Invesco QQQ Trust Series I 2.6 20 36 3.5 +0.9
RNIN Bushido Capital US SMID Cap Equity ETF 2.6 70 -14 11.3 +8.8
QQQM Invesco NASDAQ 100 ETF 2.6 15 41 3.5 +0.9
FMTM MarketDesk Focused U.S. Momentum ETF 2.6 45 11 4.9 +2.3
JGRO JPMorgan Active Growth ETF 2.6 44 12 2.5 -0.1
FELG Fidelity Enhanced Large Cap Growth ETF 2.6 18 38 3.4 +0.8
SIXA ETC 6 Meridian Mega Cap Equity ETF 2.6 80 -24 5.5 +2.9
QQMG Invesco ESG NASDAQ 100 ETF 2.6 20 36 3.5 +0.9
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.6 20 36 5.4 +2.8
ACWV iShares MSCI Global Min Vol Factor ETF 2.6 20 36 5.4 +2.8
FSMD Fidelity Small-Mid Multifactor ETF 2.5 15 41 6.6 +4.1
ISCG iShares Morningstar Small-Cap Growth ETF 2.5 6 50 2.8 +0.2
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 2.5 15 41 5.9 +3.3
DIVL Madison Dividend Value ETF 2.5 65 -9 4.5 +1.9
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 2.4 59 -3 8.5 +5.9
FTCS First Trust Capital Strength ETF 2.4 55 1 5.1 +2.5
STXV Strive 1000 Value ETF 2.4 18 38 6.8 +4.2
TTAC FCF US Quality ETF 2.4 59 -3 5.2 +2.7
FMDE Fidelity Enhanced Mid Cap ETF 2.4 23 33 5.4 +2.8
SNPV Xtrackers S&P 500 Value ESG ETF 2.4 15 41 5.5 +2.9
DGRO iShares Core Dividend Growth ETF 2.4 8 48 5.5 +2.9
ASCE Allspring SMID Core ETF 2.4 38 18 3.2 +0.6
AFSM First Trust Active Factor Small Cap ETF 2.4 75 -19 6.1 +3.5
MGV Vanguard Mega Cap Value ETF 2.4 7 49 5.4 +2.8
CHGX AXS Change Finance ESG ETF 2.3 49 7 4.7 +2.1
HDV iShares Core High Dividend ETF 2.3 8 48 5.7 +3.1
MNZL Manzil Russell Halal USA Broad MarketETF 2.3 40 16 4.0 +1.4
OPTZ Optimize Strategy Index ETF 2.3 50 6 3.9 +1.3
KRMA Global X Conscious Companies ETF 2.3 43 13 5.4 +2.8
EBI Longview Advantage ETF 2.3 35 21 6.1 +3.5
TINY ProShares Nanotechnology ETF 2.3 58 -2 1.6 -1.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 2.3 20 36 5.6 +3.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.3 65 -9 4.8 +2.2
SFLO VictoryShares Small Cap Free Cash Flow ETF 2.3 49 7 8.5 +5.9
FNX First Trust Mid Cap Core AlphaDEX Fund 2.3 60 -4 6.2 +3.6
GOP Unusual Whales Subversive Republican Trading ETF 2.3 50 6 4.6 +2.0
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 2.3 20 36 7.0 +4.4
DFVX Dimensional US Large Cap Vector ETF 2.3 22 34 5.3 +2.7
SIXL ETC 6 Meridian Low Beta Equity ETF 2.2 80 -24 5.6 +3.0
VSLU Applied Finance Valuation Large Cap ETF 2.2 49 7 4.8 +2.2
GVIP Goldman Sachs Hedge Industry VIP ETF 2.2 45 11 2.6 -0.0
USRD Themes US R&D Champions ETF 2.2 29 27 4.2 +1.6
ONEQ Fidelity Nasdaq Composite Index ETF 2.2 21 35 3.1 +0.5
ROUS Hartford Multifactor US Equity ETF 2.2 19 37 5.5 +2.9
FFF Founders 100 ETF 2.2 75 -19 2.7 +0.1
SPHQ Invesco S&P 500 Quality ETF 2.2 15 41 4.5 +1.9
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 2.2 35 21 6.7 +4.2
MBOX Freedom Day Dividend ETF 2.2 39 17 6.8 +4.2
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 2.1 38 18 6.7 +4.1
DIVE Dana Concentrated Dividend ETF 2.1 65 -9 6.6 +4.0
CGDV Capital Group Dividend Value ETF 2.1 33 23 3.9 +1.3
SSPY Syntax Stratified LargeCap ETF 2.1 30 26 6.0 +3.4
IMCV iShares Morningstar Mid-Cap Value ETF 2.1 6 50 6.9 +4.3
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.1 15 41 6.5 +3.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.1 18 38 6.7 +4.1
QLV FlexShares US Quality Low Volatility Index Fund 2.1 22 34 4.9 +2.3
PRXV Praxis Impact Large Cap Value ETF 2.1 36 20 5.6 +3.0
STXM Strive Mid-Cap ETF 2.1 18 38 5.3 +2.7
CATH Global X S&P 500 Catholic Values Custom ETF 2.1 29 27 4.1 +1.5
RAFE PIMCO RAFI ESG U.S. ETF 2.1 29 27 6.4 +3.8
SMOT VanEck Morningstar SMID Moat ETF 2.1 49 7 6.3 +3.7
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 2.1 15 41 6.8 +4.2
ROE Astoria US Quality Kings ETF 2.1 49 7 5.5 +2.9
XSHQ Invesco S&P SmallCap Quality ETF 2.1 29 27 6.8 +4.2
ISCB iShares Morningstar Small-Cap ETF 2.1 4 52 5.5 +2.9
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 2.1 20 36 6.1 +3.5
AVSU Avantis Responsible U.S. Equity ETF 2.0 15 41 5.2 +2.6
POWA Invesco Bloomberg Pricing Power ETF 2.0 40 16 5.2 +2.6
DGRW WisdomTree US Quality Dividend Growth Fund 2.0 28 28 4.9 +2.3
FFOG Franklin Focused Growth ETF 2.0 61 -5 1.7 -0.9
SIZE iShares MSCI USA Size Factor ETF 2.0 15 41 5.4 +2.8
EUSA iShares MSCI USA Equal Weighted ETF 2.0 9 47 5.5 +2.9
ILCV iShares Morningstar Value ETF 2.0 4 52 5.3 +2.7
AFLG First Trust Active Factor Large Cap ETF 2.0 55 1 5.1 +2.5
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 2.0 20 36 0.9 -1.7
AVLV Avantis U.S. Large Cap Value ETF 2.0 15 41 5.9 +3.4
PY Principal Value ETF 2.0 15 41 6.9 +4.3
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 31 5.4 +2.8
FELC Fidelity Enhanced Large Cap Core ETF 2.0 18 38 4.5 +1.9
JPEF JPMorgan Equity Focus ETF 2.0 50 6 3.8 +1.2
SUSL iShares ESG MSCI USA Leaders ETF 2.0 10 46 4.3 +1.7
CFA VictoryShares US 500 Volatility Wtd ETF 2.0 35 21 5.1 +2.6
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.0 40 16 5.1 +2.5
VTV Vanguard Value ETF 2.0 4 52 5.8 +3.2
LYLD Cambria Large Cap Shareholder Yield ETF 2.0 59 -3 8.1 +5.5
EQAL Invesco Russell 1000 Equal Weight ETF 2.0 20 36 6.0 +3.4
AVMC Avantis U.S. Mid Cap Equity ETF 2.0 18 38 5.9 +3.4
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.0 24 32 7.1 +4.5
VFMO Vanguard U.S. Momentum Factor ETF 2.0 13 43 1.8 -0.8
FELV Fidelity Enhanced Large Cap Value ETF 2.0 18 38 5.7 +3.1
QUS State Street SPDR MSCI USA StrategicFactors ETF 1.9 15 41 5.0 +2.4
IWR iShares Russell Midcap ETF 1.9 19 37 5.4 +2.8
DLN WisdomTree U.S. LargeCap Dividend Fund 1.9 28 28 5.4 +2.8
DEUS Xtrackers Russell US Multifactor ETF 1.9 17 39 6.3 +3.7
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.9 75 -19 6.2 +3.7
EZM WisdomTree U.S. MidCap Fund 1.9 38 18 8.0 +5.4
XJR iShares ESG Screened S&P Small-Cap ETF 1.9 12 44 6.5 +3.9
SPDV AAM S&P 500 High Dividend Value ETF 1.9 29 27 10.7 +8.1
FTA First Trust Large Cap Value AlphaDEX Fund 1.9 59 -3 7.5 +4.9
XHS State Street SPDR S&P Health Care Services ETF 1.9 35 21 3.9 +1.3
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.9 17 39 5.1 +2.5
FLDZ RiverNorth Patriot ETF 1.9 75 -19 5.5 +2.9
DSI iShares MSCI KLD 400 Social ETF 1.8 25 31 4.3 +1.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.8 14 42 4.3 +1.7
VALQ American Century U.S. Quality Value ETF 1.8 29 27 6.7 +4.1
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.8 29 27 6.3 +3.7
JHMM John Hancock Multifactor Mid Cap ETF 1.8 42 14 5.4 +2.8
SFY SoFi Select 500 ETF 1.8 0 56 3.9 +1.3
LOWV AB US Low Volatility Equity ETF 1.8 48 8 4.3 +1.7
QDEF FlexShares Quality Dividend Defensive Index Fund 1.8 37 19 5.4 +2.8
XMAG Defiance Large Cap ex-Mag 7 ETF 1.8 35 21 4.4 +1.8
HYP Golden Eagle Dynamic Hypergrowth ETF 1.8 85 -29 -0.8 -3.4
DEW WisdomTree Global High Dividend Fund 1.7 58 -2 7.1 +4.5
NUDV Nuveen ESG Dividend ETF 1.7 26 30 5.9 +3.3
DTD WisdomTree U.S. Total Dividend Fund 1.7 28 28 5.7 +3.1
MTUM iShares MSCI USA Momentum Factor ETF 1.7 15 41 2.7 +0.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.7 10 46 4.3 +1.7
SPHB Invesco S&P 500 High Beta ETF 1.7 25 31 4.1 +1.5
GRNJ Fundstrat Granny Shts US Sm- &Mid-CapETF 1.7 75 -19 2.0 -0.6
SCHV Schwab U.S. Large-Cap Value ETF 1.7 4 52 5.6 +3.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.7 8 48 4.5 +1.9
EVUS iShares ESG Aware MSCI USA Value ETF 1.7 18 38 5.6 +3.0
IJR iShares Core S&P Small Cap ETF 1.7 6 50 6.6 +4.0
RSP Invesco S&P 500 Equal Weight ETF 1.7 20 36 5.8 +3.2
AIEQ AI Powered Equity ETF 1.7 75 -19 3.8 +1.2
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.7 19 37 4.9 +2.3
VYM Vanguard High Dividend Yield Index ETF 1.7 6 50 6.0 +3.4
HGRO Hedgeye Quality Growth ETF 1.7 70 -14 3.3 +0.7
FDMO Fidelity Momentum Factor ETF 1.7 15 41 2.6 0.0
FSST Fidelity Sustainable U.S. Equity ETF 1.7 59 -3 3.2 +0.7
JVAL JPMorgan U.S. Value Factor ETF 1.7 12 44 7.2 +4.6
ESGV Vanguard ESG U.S. Stock ETF 1.7 9 47 4.3 +1.7
ENHU iShares Enhanced Large Cap Core Active ETF 1.7 22 34 4.2 +1.7
IMCB iShares Morningstar Mid-Cap ETF 1.7 4 52 5.3 +2.7
LRGE ClearBridge Large Cap Growth ESG ETF 1.7 59 -3 2.7 +0.1
ISCV iShares Morningstar Small Cap Value ETF 1.6 6 50 7.8 +5.2
DFSU Dimensional US Sustainability Core 1 ETF 1.6 18 38 4.7 +2.1
HLAL Wahed FTSE USA Shariah ETF 1.6 50 6 3.9 +1.3
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.6 12 44 3.5 +0.9
QUVU Hartford Quality Value ETF 1.6 46 10 5.5 +2.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.6 10 46 4.4 +1.8
XSMO Invesco S&P SmallCap Momentum ETF 1.6 39 17 3.8 +1.2
MOAT VanEck Morningstar Wide Moat ETF 1.6 46 10 5.1 +2.5
SRHQ SRH U.S. Quality ETF 1.6 35 21 6.4 +3.8
XOEF iShares S&P 500 ex S&P 100 ETF 1.6 20 36 4.7 +2.1
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.6 3 53 6.6 +4.0
INRO iShares U.S. Industry Rotation Active ETF 1.6 42 14 3.7 +1.1
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.6 15 41 4.4 +1.8
DGT State Street SPDR Global Dow ETF 1.6 50 6 5.6 +3.1
EGUS iShares ESG Aware MSCI USA Growth ETF 1.6 18 38 3.2 +0.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.6 9 47 5.2 +2.6
CGUS Capital Group Core Equity ETF 1.6 33 23 3.7 +1.1
VIOO Vanguard S&P Small-Cap 600 ETF 1.5 7 49 6.5 +3.9
WCEO Hypatia Women CEO ETF 1.5 85 -29 4.9 +2.3
JEPI JPMorgan Equity Premium Income ETF 1.5 35 21 4.6 +2.0
OUSA ALPS O'Shares U.S. Quality Dividend ETF 1.5 48 8 5.2 +2.6
FQAL Fidelity Quality Factor ETF 1.5 15 41 4.7 +2.2
SPXT ProShares S&P 500 Ex-Technology ETF 1.5 9 47 4.7 +2.1
ULVM VictoryShares US Value Momentum ETF 1.5 20 36 6.2 +3.6
AVUQ Avantis U.S. Quality ETF 1.5 15 41 3.7 +1.1
FDLO Fidelity Low Volatility Factor ETF 1.5 15 41 4.7 +2.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.5 58 -2 4.8 +2.2
IWF iShares Russell 1000 Growth ETF 1.5 19 37 3.5 +0.9
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 1.5 12 44 6.9 +4.3
JQUA JPMorgan U.S. Quality Factor ETF 1.5 12 44 5.1 +2.5
VONG Vanguard Russell 1000 Growth ETF 1.5 7 49 3.6 +1.0
USXF iShares ESG Advanced MSCI USA ETF 1.5 10 46 4.1 +1.5
ROBO ROBO Global Robotics & Automation Index ETF 1.5 95 -39 2.4 -0.2
DFAS Dimensional U.S. Small Cap ETF 1.5 26 30 5.6 +3.1
FLQL Franklin LibertyQ U.S. Equity ETF 1.5 15 41 4.7 +2.1
REVS Columbia Research Enhanced Value ETF 1.5 19 37 6.8 +4.2
WTV WisdomTree US Value Fund of Benef Interest 1.5 12 44 7.7 +5.1
FNDX Schwab Fundamental US Large Co. Index ETF 1.5 25 31 6.4 +3.8
JMOM JPMorgan U.S. Momentum Factor ETF 1.5 12 44 3.6 +1.0
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.5 7 49 4.5 +1.9
IVE iShares S&P 500 Value ETF 1.5 18 38 5.5 +2.9
ABLG Abacus FCF International Leaders ETF 1.5 59 -3 5.9 +3.3
SPYV State Street SPDR Portfolio S&P 500 Value ETF 1.5 4 52 5.6 +3.0
FNDB Schwab Fundamental US Broad Market Index ETF 1.5 25 31 6.3 +3.8
LRGF iShares U.S. Equity Factor ETF 1.4 8 48 4.8 +2.2
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.4 20 36 4.7 +2.1
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.4 55 1 3.2 +0.6
VOOV Vanguard S&P 500 Value ETF 1.4 7 49 5.6 +3.0
NULG Nuveen ESG Large-Cap Growth ETF 1.4 26 30 3.0 +0.4
ESGU iShares ESG Aware MSCI USA ETF 1.4 15 41 4.3 +1.7
IUSV iShares Core S&P US Value ETF 1.4 4 52 5.7 +3.2
IWS iShares Russell Mid-Cap Value ETF 1.4 23 33 6.1 +3.5
PRF Invesco FTSE RAFI US 1000 ETF 1.4 34 22 5.8 +3.2
KNO AXS Knowledge Leaders ETF 1.4 78 -22 4.2 +1.6
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.4 65 -9 1.5 -1.1
DFAC Dimensional U.S. Core Equity 2 ETF 1.4 17 39 4.8 +2.2
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.4 29 27 6.8 +4.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.4 9 47 4.4 +1.8
AVUS Avantis U.S. Equity ETF 1.4 15 41 4.9 +2.3
OEI Optimized Equity Income ETF 1.4 75 -19 3.4 +0.8
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.4 25 31 4.2 +1.7
DSPY Tema S&P 500 Historical Weight ETF 1.4 18 38 4.5 +1.9
RECS Columbia Research Enhanced Core ETF 1.4 15 41 5.4 +2.8
PWV Invesco Large Cap Value ETF 1.4 55 1 6.4 +3.8
TOPC iShares S&P 500 3% Capped ETF 1.4 15 41 4.5 +1.9
CAML Congress Large Cap Growth ETF 1.4 66 -10 2.3 -0.3
MGMT Ballast Small/Mid Cap ETF 1.4 110 -54 7.2 +4.6
IWY iShares Russell Top 200 Growth ETF 1.4 20 36 3.6 +1.0
IWB iShares Russell 1000 ETF 1.4 15 41 4.3 +1.7
CHRI Global X S&P 500 Christian Values ETF 1.4 29 27 4.1 +1.5
VONE Vanguard Russell 1000 ETF 1.4 7 49 4.3 +1.7
IYY iShares Dow Jones U.S. ETF 1.4 20 36 4.2 +1.6
GSPY Gotham Enhanced 500 ETF 1.4 50 6 4.5 +2.0
SCHX Schwab U.S. Large-Cap ETF 1.4 3 53 4.4 +1.8
PSET Principal Quality ETF 1.3 15 41 4.7 +2.1
SCHK Schwab 1000 Index ETF 1.3 5 51 4.4 +1.8
DFUS Dimensional U.S. Equity ETF 1.3 9 47 4.2 +1.6
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.3 30 26 8.3 +5.7
VONV Vanguard Russell 1000 Value ETF 1.3 7 49 5.6 +3.0
DFAU Dimensional US Core Equity Market ETF 1.3 12 44 4.4 +1.8
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.3 52 4 4.7 +2.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.3 75 -19 3.3 +0.7
IWV iShares Russell 3000 ETF 1.3 20 36 4.1 +1.5
IWD iShares Russell 1000 Value ETF 1.3 19 37 5.5 +2.9
SCHB Schwab U.S. Broad Market ETF 1.3 3 53 4.3 +1.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.3 3 53 4.3 +1.7
VTI Vanguard Total Stock Market ETF 1.3 3 53 4.2 +1.7
DCOR Dimensional US Core Equity 1 ETF 1.3 14 42 4.7 +2.1
VTHR Vanguard Russell 3000 ETF 1.3 7 49 4.3 +1.7
DXUV Dimensional US Vector Equity ETF 1.3 28 28 5.3 +2.7
JHML John Hancock Multifactor Large Cap ETF 1.3 29 27 4.6 +2.0
EPS WisdomTree U.S. LargeCap Fund 1.3 8 48 4.9 +2.3
TOV JLens 500 Jewish Advocacy U.S. ETF 1.3 18 38 4.0 +1.5
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.3 12 44 3.7 +1.1
IWX iShares Russell Top 200 Value ETF 1.3 20 36 5.1 +2.5
XVV iShares ESG Screened S&P 500 ETF 1.3 8 48 4.3 +1.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.3 39 17 2.4 -0.2
GVUS Marketbeta Russell 1000 Value Equity ETF 1.3 12 44 5.5 +2.9
VBR Vanguard Small Cap Value ETF 1.3 7 49 7.8 +5.2
STRV Strive 500 ETF 1.3 5 51 4.2 +1.6
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.3 49 7 7.8 +5.2
SCHG Schwab U.S. Large-Cap Growth ETF 1.3 4 52 3.4 +0.8
GXLC Global X U.S. 500 ETF 1.3 2 54 4.2 +1.6
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.3 15 41 8.3 +5.7
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.3 3 53 4.5 +1.9
ILCB iShares Morningstar U.S. Equity ETF 1.3 3 53 4.2 +1.6
PKW Invesco Buyback Achievers ETF 1.3 62 -6 7.1 +4.5
DFUV Dimensional US Marketwide Value ETF 1.2 22 34 6.3 +3.7
SMMD iShares Russell 2500 ETF 1.2 15 41 5.7 +3.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.2 11 45 4.3 +1.7
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.2 5 51 7.4 +4.8
APUE ActivePassive U.S. Equity ETF 1.2 45 11 4.1 +1.5
MGC Vanguard Mega Cap ETF 1.2 7 49 4.0 +1.4
FNDA Schwab Fundamental US Small Co. Index ETF 1.2 25 31 6.2 +3.6
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.2 35 21 6.0 +3.4
FFLC Fidelity Fundamental Large Cap Core ETF 1.2 38 18 3.9 +1.4
PSC Principal U.S. Small-Cap ETF 1.2 38 18 3.8 +1.2
SFGV Sequoia Global Value ETF 1.2 23 33 6.9 +4.3
IWL iShares Russell Top 200 ETF 1.2 15 41 4.0 +1.4
LGRO Level Four Large Cap Growth Active ETF 1.2 55 1 3.8 +1.2
XMMO Invesco S&P MidCap Momentum ETF 1.2 34 22 3.5 +1.0
GQI Natixis Gateway Quality Income ETF 1.2 34 22 4.4 +1.8
ZECP Zacks Earnings Consistent Portfolio ETF 1.2 55 1 4.0 +1.4
ARB AltShares Merger Arbitrage ETF 1.2 77 -21 2.6 +0.0
MAGA Point Bridge America First ETF 1.2 72 -16 5.0 +2.4
PDP Invesco Dorsey Wright Momentum ETF 1.2 62 -6 1.5 -1.1
LRND IQ U.S. Large Cap R&D Leaders ETF 1.2 14 42 4.0 +1.5
RAUS RACWI US ETF 1.2 15 41 4.3 +1.7
STOX Horizon Core Equity ETF 1.2 70 -14 3.7 +1.1
GDIV Harbor Dividend Growth Leaders ETF 1.2 50 6 4.0 +1.4
XMVM Invesco S&P MidCap Value with Momentum ETF 1.2 39 17 7.6 +5.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.2 9 47 4.4 +1.8
QLC FlexShares US Quality Large Cap Index Fund 1.2 25 31 4.7 +2.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.2 25 31 5.0 +2.5
FBCV Fidelity Blue Chip Value ETF 1.2 59 -3 5.8 +3.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.2 29 27 4.0 +1.5
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.2 20 36 4.1 +1.5
NULV Nuveen ESG Large-Cap Value ETF 1.2 26 30 5.2 +2.6
SPXN ProShares S&P 500 Ex-Financials ETF 1.2 9 47 4.1 +1.5
QDF FlexShares Quality Dividend Index Fund 1.2 37 19 5.4 +2.8
PEXL Pacer US Export Leaders ETF 1.2 60 -4 3.3 +0.7
FAB First Trust Multi Cap Value AlphaDEX Fund 1.2 67 -11 8.6 +6.0
VOT Vanguard Mid-Cap Growth ETF 1.2 7 49 3.1 +0.5
SNPE Xtrackers S&P 500 ESG ETF 1.2 10 46 4.4 +1.8
VV Vanguard Large-Cap ETF 1.2 4 52 4.2 +1.6
INCE Franklin Income Equity Focus ETF 1.1 29 27 5.1 +2.5
QWLD SPDR MSCI World StrategicFactors ETF 1.1 30 26 5.0 +2.4
STXD Strive 1000 Dividend Growth ETF 1.1 35 21 4.3 +1.7
IVV iShares Core S&P 500 ETF 1.1 3 53 4.3 +1.8
SPY SPDR S&P 500 ETF 1.1 9 47 4.3 +1.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.1 20 36 4.4 +1.8
SPYM State Street SPDR Portfolio S&P 500 ETF 1.1 2 54 4.3 +1.8
SFTY Horizon Managed Risk ETF 1.1 77 -21 3.6 +1.0
VOO Vanguard S&P 500 ETF 1.1 3 53 4.3 +1.7
BKLC BNY Mellon US Large Cap Core Equity ETF 1.1 0 56 4.3 +1.7
VOTE TCW Transform 500 ETF 1.1 5 51 4.2 +1.6
IJJ iShares S&P Mid-Cap 400 Value ETF 1.1 18 38 7.8 +5.2
IMCG iShares Morningstar Mid-Cap Growth ETF 1.1 6 50 3.5 +0.9
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.1 10 46 8.0 +5.4
JHSC John Hancock Multifactor Small Cap ETF 1.1 42 14 6.0 +3.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.1 19 37 5.0 +2.4
VLU State Street SPDR S&P 1500 Value Tilt ETF 1.1 12 44 6.3 +3.7
PBUS Invesco MSCI USA ETF 1.1 4 52 4.3 +1.7
CGDG Capital Group Dividend Growers ETF 1.1 47 9 4.9 +2.4
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 1.1 15 41 7.8 +5.3
BKSE BNY Mellon US Small Cap Core Equity ETF 1.1 4 52 5.4 +2.8
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.1 56 0 6.9 +4.3
SIXS ETC 6 Meridian Small Cap Equity ETF 1.1 89 -33 7.9 +5.3
GPT Intelligent Alpha Atlas ETF 1.1 69 -13 6.1 +3.5
ECML Euclidean Fundamental Value ETF 1.1 95 -39 8.9 +6.3
RVRB Reverb ETF 1.1 30 26 4.0 +1.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.1 2 54 4.3 +1.7
IUS Invesco RAFI Strategic US ETF 1.1 19 37 5.8 +3.2
FITE State Street SPDR S&P Kensho Future Security ETF 1.1 45 11 1.3 -1.3
SPMO Invesco S&P 500 Momentum ETF 1.1 13 43 3.5 +0.9
IWO iShares Russell 2000 Growth ETF 1.1 24 32 0.5 -2.1
OALC OneAscent Large Cap Core ETF 1.1 86 -30 3.6 +1.0
CGV Conductor Global Equity Value ETF 1.1 130 -74 6.9 +4.3
DVY iShares Select Dividend ETF 1.1 38 18 7.9 +5.3
WSML iShares MSCI World Small-Cap ETF 1.1 15 41 5.3 +2.7
FBCG Fidelity Blue Chip Growth ETF 1.1 59 -3 2.3 -0.3
SPXE ProShares S&P 500 Ex-Energy ETF 1.0 9 47 4.2 +1.6
IUSG iShares Core S&P U.S. Growth ETF 1.0 4 52 3.3 +0.7
DIVB iShares Core Dividend ETF 1.0 5 51 7.3 +4.7
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.0 7 49 4.2 +1.6
NUMV Nuveen ESG Mid-Cap Value ETF 1.0 31 25 5.5 +2.9
RCGE RockCreek Global Equality ETF 1.0 95 -39 5.8 +3.3
JSTC Adasina Social Justice All Cap Global ETF 1.0 89 -33 4.5 +1.9
ALIL Argent Focused Small Cap ETF 1.0 74 -18 5.6 +3.0
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 1.0 10 46 3.9 +1.3
LRGC AB US Large Cap Strategic Equities ETF 1.0 48 8 3.9 +1.3
SHRY First Trust Bloomberg Shareholder Yield ETF 1.0 60 -4 8.0 +5.4
NULC Nuveen ESG Large-Cap ETF 1.0 21 35 4.1 +1.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.0 25 31 5.5 +2.9
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.0 30 26 4.2 +1.6
USEW Cambria US EW ETF 1.0 30 26 4.2 +1.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.0 45 11 3.7 +1.2
WLDR Affinity World Leaders Equity ETF 1.0 67 -11 6.3 +3.7
RNMC First Trust Mid Cap US Equity Select ETF 1.0 60 -4 6.1 +3.5
FUNL CornerCap Fundametrics Large-Cap ETF 1.0 50 6 6.1 +3.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.0 9 47 4.0 +1.4
FDLS Inspire Fidelis Multi Factor ETF 1.0 76 -20 3.3 +0.7
TOK iShares MSCI Kokusai ETF 1.0 26 30 4.4 +1.8
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.0 15 41 3.1 +0.5
IHE iShares U.S. Pharmaceuticals ETF 1.0 40 16 4.5 +1.9
ADME Aptus Drawdown Managed Equity ETF 1.0 79 -23 3.4 +0.8
OEF iShares S&P 100 ETF 1.0 20 36 4.0 +1.4
FDRR Fidelity Dividend ETF for Rising Rates 1.0 15 41 5.9 +3.3
RWK Invesco S&P MidCap 400 Revenue ETF 0.9 39 17 8.0 +5.4
LQPE PEO AlphaQuest Thematic PE ETF 0.9 125 -69 5.1 +2.5
KLMN Invesco MSCI North America Climate ETF 0.9 9 47 4.4 +1.9
VAMO Cambria Value & Momentum ETF 0.9 61 -5 5.1 +2.5
VIG Vanguard Dividend Appreciation ETF 0.9 5 51 4.9 +2.3
URTH iShares MSCI World ETF 0.9 24 32 4.4 +1.8
SCHA Schwab U.S. Small-Cap ETF 0.9 4 52 4.6 +2.0
HDUS Hartford Disciplined US Equity ETF 0.9 19 37 4.9 +2.3
DIVG Invesco S&P 500 High Dividend Growers ETF 0.9 39 17 7.3 +4.8
KOKU Xtrackers MSCI Kokusai Equity ETF 0.9 9 47 4.5 +1.9
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.9 35 21 6.4 +3.8
STXK Strive Small-Cap ETF 0.9 18 38 5.2 +2.7
FVD First Trust Value Line Dividend Index Fund 0.9 65 -9 5.3 +2.7
XPH State Street SPDR S&P Pharmaceuticals ETF 0.9 35 21 -1.8 -4.4
DFLV Dimensional US Large Cap Value ETF 0.9 22 34 6.2 +3.6
STXG Strive 1000 Growth ETF 0.9 18 38 3.3 +0.7
JOET Virtus Terranova US Quality Momentum ETF 0.9 29 27 3.8 +1.2
ANEW ProShares MSCI Transformational Changes ETF 0.9 45 11 4.3 +1.7
ACVF American Conservative Values ETF 0.9 75 -19 3.8 +1.2
FPX First Trust US Equity Opportunities ETF 0.9 61 -5 0.9 -1.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 36 4.8 +2.2
VOOG Vanguard S&P 500 Growth ETF 0.8 7 49 3.2 +0.6
IVW iShares S&P 500 Growth ETF 0.8 18 38 3.1 +0.5
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.8 4 52 3.2 +0.6
TPSC Timothy Plan US Small Cap Core ETF 0.8 52 4 6.6 +4.0
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.8 38 18 5.1 +2.5
VTWG Vanguard Russell 2000 Growth ETF 0.8 10 46 0.7 -1.9
FDVV Fidelity High Dividend ETF 0.8 15 41 6.7 +4.1
BLES Inspire Global Hope ETF 0.8 61 -5 5.7 +3.1
VT Vanguard Total World Stock ETF 0.8 6 50 5.1 +2.5
QVML Invesco S&P 500 QVM Multi-factor ETF 0.8 11 45 4.5 +1.9
ACWI iShares MSCI ACWI ETF 0.8 32 24 4.7 +2.1
RFDA RiverFront Dynamic US Dividend Advantage ETF 0.8 52 4 5.4 +2.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.8 20 36 4.2 +1.6
NACP Impact Shares NAACP Minority Empowerment ETF 0.8 49 7 4.0 +1.4
SQLV Royce Quant Small-Cap Quality Value ETF 0.8 60 -4 8.3 +5.7
NIXT Research Affiliates Deletions ETF 0.8 9 47 7.1 +4.5
ROSC Hartford Multifactor Small Cap ETF 0.8 34 22 7.4 +4.8
VO Vanguard Mid-Cap ETF 0.8 4 52 5.2 +2.6
FNK First Trust Mid Cap Value AlphaDEX Fund 0.8 70 -14 9.5 +6.9
FVAL Fidelity Value Factor ETF 0.8 15 41 6.1 +3.5
HART IQ Healthy Hearts ETF 0.8 45 11 5.6 +3.0
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.8 35 21 4.9 +2.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.7 9 47 4.9 +2.3
GLOF iShares Global Equity Factor ETF 0.7 20 36 5.7 +3.1
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.7 60 -4 6.8 +4.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.7 12 44 4.5 +1.9
SNPG Xtrackers S&P 500 Growth ESG ETF 0.7 15 41 4.0 +1.4
VUSV Vanguard Wellington U.S. Value Active ETF 0.7 30 26 5.7 +3.1
MGK Vanguard Mega Cap Growth ETF 0.7 7 49 3.5 +0.9
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.7 25 31 8.0 +5.4
COPY Tweedy, Browne Insider + Value ETF 0.6 80 -24 14.9 +12.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.6 39 17 3.7 +1.1
KLMT Invesco MSCI Global Climate 500 ETF 0.6 10 46 5.0 +2.4
APIE ActivePassive International Equity ETF 0.6 45 11 6.1 +3.6
PTL Inspire 500 ETF 0.6 9 47 4.5 +1.9
RSSL Global X Russell 2000 ETF 0.6 8 48 2.9 +0.3
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.6 55 1 9.0 +6.4
PFM Invesco Dividend Achievers ETF 0.6 53 3 4.6 +2.0
IWM iShares Russell 2000 ETF 0.6 19 37 2.8 +0.2
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.6 39 17 7.8 +5.2
DAK Dakota Active Equity ETF 0.6 43 13 3.8 +1.2
GINX SGI Enhanced Global Income ETF 0.6 98 -42 6.5 +3.9
RWL Invesco S&P 500 Revenue ETF 0.6 39 17 5.8 +3.2
LCF Touchstone US Large Cap Focused ETF 0.6 69 -13 3.7 +1.1
SURE AdvisorShares Insiders Advantage ETF 0.6 90 -34 8.0 +5.4
EES WisdomTree U.S. SmallCap Fund 0.6 38 18 8.2 +5.6
GEW Cambria Global EW ETF 0.6 29 27 5.3 +2.7
JPSV JPMorgan Active Small Cap Value ETF 0.6 74 -18 7.7 +5.1
FESM Fidelity Enhanced Small Cap ETF 0.6 28 28 2.5 -0.1
QUAL iShares MSCI USA Quality Factor ETF 0.6 15 41 4.4 +1.8
PRXG Praxis Impact Large Cap Growth ETF 0.6 36 20 3.2 +0.6
ISMD Inspire Small/Mid Cap ETF 0.6 54 2 5.5 +2.9
AVUV Avantis U.S. Small Cap Value ETF 0.6 25 31 8.3 +5.7
AUSF Global X Adaptive U.S. Factor ETF 0.6 27 29 7.8 +5.2
RPV Invesco S&P 500 Pure Value ETF 0.5 35 21 8.7 +6.1
VUG Vanguard Growth ETF 0.5 4 52 3.5 +0.9
VTWO Vanguard Russell 2000 ETF 0.5 7 49 2.9 +0.3
BIBL Inspire 100 ETF 0.5 35 21 4.3 +1.8
TEXN iShares Texas Equity ETF 0.5 20 36 5.3 +2.7
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.5 43 13 4.9 +2.3
FFTY Innovator IBD 50 ETF 0.5 80 -24 -0.1 -2.7
VIDI Vident International Equity Strategy ETF 0.5 61 -5 8.1 +5.6
VOE Vanguard Mid-Cap Value ETF 0.5 7 49 6.7 +4.1
QQQS Invesco NASDAQ Future Gen 200 ETF 0.5 20 36 -4.2 -6.8
VLUE iShares MSCI USA Value Factor ETF 0.5 15 41 7.7 +5.1
AQLT iShares MSCI Global Quality Factor ETF 0.5 18 38 0.0 -2.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.5 32 24 4.1 +1.5
SVAL iShares US Small Cap Value Factor ETF 0.4 20 36 7.6 +5.0
SPVU Invesco S&P 500 Enhanced Value ETF 0.4 13 43 8.6 +6.0
BUZZ VanEck Social Sentiment ETF 0.4 75 -19 -0.7 -3.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.4 10 46 3.9 +1.3
FYC First Trust Small Cap Growth AlphaDEX Fund 0.4 71 -15 -0.6 -3.2
NANC Unusual Whales Subversive Democratic Trading ETF 0.4 75 -19 3.1 +0.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.4 30 26 3.9 +1.4
ILCG iShares Morningstar Growth ETF 0.4 4 52 3.2 +0.6
LIVR Intelligent Livermore ETF 0.4 69 -13 2.8 +0.2
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.4 40 16 4.1 +1.5
IQSI IQ Candriam International Equity ETF 0.4 15 41 5.3 +2.7
HAPI Harbor Human Capital Factor US Large Cap ETF 0.4 36 20 4.2 +1.6
QGRW WisdomTree U.S. Quality Growth Fund 0.4 28 28 3.0 +0.4
ESGG FlexShares STOXX Global ESG Select Index Fund 0.3 42 14 4.3 +1.7
GSID Goldman Sachs MarketBeta International Equity ETF 0.3 20 36 5.6 +3.0
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.3 35 21 5.5 +3.0
DFSV Dimensional US Small Cap Value ETF 0.3 31 25 9.0 +6.4
VFMV Vanguard U.S. Minimum Volatility ETF 0.3 13 43 5.5 +3.0
DON WisdomTree U.S. MidCap Dividend Fund 0.3 38 18 7.9 +5.3
WRND IQ Global Equity R&D Leaders ETF 0.3 18 38 4.1 +1.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.3 29 27 6.6 +4.0
IHF iShares U.S. Healthcare Providers ETF 0.2 40 16 7.8 +5.2
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 28 8.7 +6.1
AVDE Avantis International Equity ETF 0.2 23 33 5.9 +3.3
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.2 60 -4 4.7 +2.1
FYX First Trust Small Cap Core AlphaDEX Fund 0.2 61 -5 5.7 +3.1
IJS iShares S&P Small-Cap 600 Value ETF 0.2 18 38 9.3 +6.7
PPH VanEck Pharmaceutical ETF 0.2 36 20 6.2 +3.7
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.2 18 38 6.2 +3.6
IWN iShares Russell 2000 Value ETF 0.2 24 32 5.0 +2.4
AVSD Avantis Responsible International Equity ETF 0.2 23 33 5.7 +3.1
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.2 15 41 9.3 +6.7
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 17 5.9 +3.3
VTWV Vanguard Russell 2000 Value ETF 0.2 10 46 5.2 +2.6
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.2 10 46 9.3 +6.7
WSGE Warren Street Global Equity ETF 0.1 80 -24 2.9 +0.3
THRO iShares U.S. Thematic Rotation Active ETF 0.1 90 -34 3.3 +0.7
TXS Texas Capital Texas Equity Index ETF 0.1 49 7 4.9 +2.3
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 32 5.3 +2.7
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 11 6.6 +4.0
AVSC Avantis U.S Small Cap Equity ETF 0.1 25 31 4.9 +2.3
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 7 5.7 +3.1
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.1 12 44 3.6 +1.0
VEGN US Vegan Climate ETF 0.1 60 -4 4.1 +1.5
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.1 41 15 6.8 +4.2
FENI Fidelity Enhanced International ETF 0.1 28 28 5.5 +2.9
DFAI Dimensional International Core Equity Market ETF 0.1 18 38 5.8 +3.2
BBEU JPMorgan BetaBuilders Europe ETF 0.1 9 47 5.9 +3.3
AVIV Avantis International Large Cap Value ETF 0.1 25 31 6.6 +4.0
DFAE Dimensional Emerging Core Equity Market ETF 0.1 35 21 7.0 +4.4
GWX SPDR S&P International Small Cap ETF 0.0 40 16 5.5 +2.9
FNDC Schwab Fundamental International Small Co. Index ETF 0.0 39 17 6.4 +3.9
BKIE BNY Mellon International Equity ETF 0.0 4 52 5.7 +3.1
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.0 15 41 8.8 +6.2
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 38 18 7.0 +4.4
AVSE Avantis Responsible Emerging Markets Equity ETF 0.0 33 23 6.7 +4.1
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 53 5.7 +3.1
DFIC Dimensional International Core Equity 2 ETF 0.0 23 33 5.9 +3.3
AVEM Avantis Emerging Markets Equity ETF 0.0 33 23 7.1 +4.5
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 26 6.2 +3.6
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.0 39 17 6.6 +4.0
DFIV Dimensional International Value ETF 0.0 27 29 7.5 +4.9
IETC iShares U.S. Tech Independence Focused ETF 0.0 18 38 3.3 +0.7

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

  2020 2021 2022 2023 2024 2025E 2026E
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
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 First Trust NYSE Arca Biotechnology Index Fund
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

AVOID
Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 9.4 %
Divided by: Fwd. P/BV 3.0 x
Less: Expense ratio 56 bp
Equals: ALTAR Score 2.6 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

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

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

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

 

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