First Trust NYSE Arca Biotechnology Index Fund
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- Description
- Performance
- Comps
- Fundamentals
- Valuation
- 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. |
Category | US Equities |
Fund Sponsor | First Trust Advisors LP |
Website | www.ftportfolios.com |
Inception date | Jun 19, 2006 |
Assets (mns) | $1,176 |
Currency | USD |
Expense ratio | 56 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | Bank of New York Mellon |
Weighting | Equal |
Index replication | Full |
Uses derivatives | No |
Options available | Yes |
No. of constituents | 31 |
Wgt avg mkt cap (mns) | $28,305 |
Large cap (>$10bn) | 67.0% |
Mid cap ($2-10bn) | 26.6% |
Small cap (<$2bn) | 6.4% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
NATERA INC | 4.9 % |
BRUKER CORP | 4.3 % |
HALOZYME THERAPEUTICS INC | 4.0 % |
WATERS CORP | 3.8 % |
METTLER-TOLEDO INTERNATIONAL | 3.8 % |
REPLIGEN CORP | 3.7 % |
PTC THERAPEUTICS INC | 3.6 % |
UNITED THERAPEUTICS CORP | 3.6 % |
NEUROCRINE BIOSCIENCES INC | 3.5 % |
REGENERON PHARMACEUTICALS | 3.5 % | Total | 38.7 % |
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UNITED STATES | 86.7 % | |
IRELAND | 3.4 % | |
NETHERLANDS | 3.3 % | |
CHINA | 3.3 % | |
DENMARK | 3.2 % |
HISTORICAL PERFORMANCE
Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
0.0% | -8.2% | -1.2% | 5.4% | 11.7% |
versus... | Beta | R-squared |
S&P500 | 0.64 | 50% |
MSCI EAFE | 0.68 | 52% |
MSCI Emg. Mkts. | 0.58 | 41% |
Recent close | $151.72 |
30d moving avg. | $142.19 |
Annualized volatility | 16.2% |
Short interest (ETF) | 0.1% |
Short interest (Underlying) | 5.3% |
Relative strength (RSI) | 70 |
Avg. volume (thou.) | 27 |
Turnover | 0.4% |
Bid/Ask (% of price) | 0.20% |
ADV underlying (mns) | $5,645 |
FINDING ALTERNATIVE FUNDS
Below is a list of 562 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™: | -0.1% |
Ticker | Fund Name |
Overlap1 vs FBT (%) |
Expense ratio (bp) |
Savings vs FBT (bp) |
ALTAR Score™ (%) |
ALTAR vs FBT (%) |
PBE | Invesco Biotechnology & Genome ETF | 43.8 | 58 | -2 | 0.9 | +1.0 |
IBB | iShares Biotechnology ETF | 43.4 | 45 | 11 | 0.7 | +0.8 |
BBH | VanEck Biotech ETF | 39.3 | 35 | 21 | 5.6 | +5.6 |
IBBQ | Invesco Nasdaq Biotechnology ETF | 34.0 | 19 | 37 | 0.8 | +0.8 |
BBP | Virtus LifeSci Biotech Products ETF | 31.7 | 79 | -23 | -4.5 | -4.4 |
FTXH | First Trust Nasdaq Pharmaceuticals ETF | 26.4 | 60 | -4 | 8.8 | +8.9 |
CANC | Tema Oncology ETF | 25.0 | 75 | -19 | -4.0 | -4.0 |
XBI | SPDR S&P BIOTECH ETF | 23.0 | 35 | 21 | -1.1 | -1.0 |
IBRN | iShares Neuroscience and Healthcare ETF | 21.8 | 47 | 9 | -4.2 | -4.2 |
GNOM | Global X Genomics & Biotechnology ETF | 20.0 | 50 | 6 | -4.6 | -4.5 |
PJP | Invesco Pharmaceuticals ETF | 19.2 | 57 | -1 | 8.6 | +8.7 |
GDOC | Goldman Sachs Future Health Care Equity ETF | 18.9 | 75 | -19 | 2.8 | +2.8 |
BMED | Future Health ETF | 18.3 | 85 | -29 | 0.5 | +0.5 |
FXH | First Trust Health Care AlphaDEX Fund | 18.3 | 62 | -6 | 6.5 | +6.5 |
IDNA | iShares Genomics Immunology and Healthcare ETF | 18.0 | 47 | 9 | -4.8 | -4.8 |
HELX | Franklin Genomic Advancements ETF | 17.6 | 50 | 6 | 1.8 | +1.8 |
RSPH | Invesco S&P 500 Equal Weight Health Care ETF | 15.4 | 40 | 16 | 6.7 | +6.7 |
MEDX | Horizon Kinetics Medical ETF | 15.2 | 85 | -29 | -0.2 | -0.2 |
WDNA | WisdomTree BioRevolution Fund | 14.4 | 45 | 11 | -4.2 | -4.2 |
AGNG | Global X Aging Population ETF | 14.3 | 50 | 6 | 3.9 | +3.9 |
BTEC | Principal Healthcare Innovators ETF | 14.2 | 42 | 14 | -5.1 | -5.0 |
HTEC | ROBO Global Healthcare Technology and Innovation ETF | 13.9 | 68 | -12 | 1.1 | +1.1 |
FHLC | Fidelity MSCI Health Care Index ETF | 11.9 | 8 | 48 | 5.6 | +5.6 |
ARKG | ARK Genomic Revolution ETF | 11.8 | 75 | -19 | -8.0 | -7.9 |
VHT | Vanguard Health Care ETF | 11.8 | 10 | 46 | 5.4 | +5.5 |
QQXT | First Trust Nasdaq-100 Ex-Technology Sector Index Fund | 11.7 | 60 | -4 | 5.2 | +5.2 |
IYH | iShares U.S. Healthcare ETF | 11.6 | 40 | 16 | 31.1 | +31.1 |
XLV | Health Care Select Sector SPDR Fund | 11.0 | 9 | 47 | 6.8 | +6.8 |
GERM | ETFMG Treatments Testing and Advancements ETF | 10.5 | 68 | -12 | -5.7 | -5.7 |
EKG | First Trust Nasdaq Lux Digital Health Solutions ETF | 10.1 | 65 | -9 | -1.0 | -0.9 |
VIRS | Pacer BioThreat Strategy ETF | 10.0 | 70 | -14 | 5.6 | +5.7 |
SYNB | Putnam BioRevolution ETF | 9.4 | 70 | -14 | 2.9 | +3.0 |
KONG | Formidable Fortress ETF | 8.5 | 89 | -33 | 5.9 | +6.0 |
IXJ | iShares Global Healthcare ETF | 7.9 | 42 | 14 | 6.0 | +6.1 |
QQQJ | Invesco NASDAQ Next Gen 100 ETF | 7.7 | 15 | 41 | 4.5 | +4.5 |
SXQG | ETC 6 Meridian Quality Growth ETF | 7.6 | 100 | -44 | 4.0 | +4.1 |
DRUP | GraniteShares Nasdaq Select Disruptors ETF | 7.2 | 60 | -4 | 3.7 | +3.7 |
QQEW | First Trust Nasdaq-100 Equal Weighted Index Fund | 7.0 | 58 | -2 | 4.4 | +4.5 |
SBIO | ALPS Medical Breakthroughs ETF | 6.8 | 50 | 6 | -4.7 | -4.7 |
QQQE | Direxion NASDAQ-100 Equal Weighted Index Shares | 6.7 | 35 | 21 | 4.6 | +4.7 |
PSIL | AdvisorShares Psychedelics ETF | 6.7 | 99 | -43 | 0.0 | +0.1 |
QQJG | Invesco ESG NASDAQ Next Gen 100 ETF | 6.7 | 20 | 36 | 4.9 | +5.0 |
SANE | Subversive Mental Health ETF | 6.6 | 75 | -19 | 0.5 | +0.5 |
PSCH | Invesco S&P SmallCap Health Care ETF | 6.5 | 29 | 27 | 4.8 | +4.9 |
FDG | American Century Focused Dynamic Growth ETF | 6.4 | 45 | 11 | 2.5 | +2.5 |
SAGP | Strategas Global Policy Opportunities ETF | 6.4 | 65 | -9 | 4.4 | +4.4 |
POWA | Invesco Bloomberg Pricing Power ETF | 6.1 | 40 | 16 | 5.4 | +5.5 |
SDG | iShares MSCI Global Sustainable Development Goals ETF | 5.9 | 49 | 7 | 5.7 | +5.7 |
FFND | Future Fund Active ETF | 5.8 | 100 | -44 | 0.2 | +0.2 |
QLV | FlexShares US Quality Low Volatility Index Fund | 5.7 | 22 | 34 | 5.0 | +5.1 |
MDEV | First Trust Indxx Medical Devices ETF | 5.7 | 70 | -14 | 3.4 | +3.5 |
LRND | IQ U.S. Large Cap R&D Leaders ETF | 5.7 | 14 | 42 | 6.0 | +6.1 |
MOAT | VanEck Morningstar Wide Moat ETF | 5.5 | 46 | 10 | 5.7 | +5.7 |
QGRO | American Century U.S. Quality Growth ETF | 5.4 | 29 | 27 | 5.0 | +5.0 |
GURU | Global X Guru Index ETF | 5.3 | 75 | -19 | 3.8 | +3.8 |
ESMV | iShares ESG MSCI USA Min Vol Factor ETF | 5.3 | 18 | 38 | 6.2 | +6.2 |
FCPI | Fidelity Stocks for Inflation ETF | 5.3 | 15 | 41 | 8.7 | +8.7 |
SPMV | Invesco S&P 500 Minimum Variance ETF | 5.2 | 10 | 46 | 5.6 | +5.6 |
DURA | VanEck Durable High Dividend ETF | 5.2 | 29 | 27 | 7.6 | +7.6 |
XPH | SPDR S&P Pharmaceuticals ETF | 5.2 | 35 | 21 | 6.7 | +6.8 |
PINK | Simplify Health Care ETF | 5.1 | 50 | 6 | 3.7 | +3.8 |
CGGR | Capital Group Growth ETF | 5.1 | 39 | 17 | 3.3 | +3.4 |
TMFM | Motley Fool Mid-Cap Growth ETF | 4.9 | 85 | -29 | 3.0 | +3.0 |
TECB | iShares U.S. Tech Breakthrough Multisector ETF | 4.9 | 40 | 16 | 3.8 | +3.9 |
HKND | Humankind US Stock ETF | 4.8 | 11 | 45 | 6.7 | +6.7 |
VALQ | American Century U.S. Quality Value ETF | 4.7 | 29 | 27 | 7.1 | +7.2 |
NUMG | Nuveen ESG Mid-Cap Growth ETF | 4.7 | 31 | 25 | 3.4 | +3.4 |
USMV | iShares MSCI USA Min Vol Factor ETF | 4.6 | 15 | 41 | 5.9 | +6.0 |
XT | iShares Exponential Technologies ETF | 4.6 | 46 | 10 | 3.7 | +3.8 |
COWG | Pacer US Large Cap Cash Cows Growth Leaders ETF | 4.6 | 49 | 7 | 5.2 | +5.2 |
QQQN | VictoryShares Nasdaq Next 50 ETF | 4.5 | 18 | 38 | 4.1 | +4.2 |
FQAL | Fidelity Quality Factor ETF | 4.5 | 15 | 41 | 5.7 | +5.7 |
TMFX | Motley Fool Next Index ETF | 4.5 | 50 | 6 | 3.2 | +3.2 |
RSPE | Invesco ESG S&P 500 Equal Weight ETF | 4.4 | 20 | 36 | 6.2 | +6.3 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 4.4 | 20 | 36 | 6.6 | +6.6 |
TINY | ProShares Nanotechnology ETF | 4.3 | 58 | -2 | 1.9 | +2.0 |
SIXL | ETC 6 Meridian Low Beta Equity ETF | 4.3 | 80 | -24 | 5.0 | +5.1 |
FLRG | Fidelity U.S. Multifactor ETF | 4.2 | 15 | 41 | 6.9 | +6.9 |
PTH | Invesco Dorsey Wright Healthcare Momentum ETF | 4.2 | 60 | -4 | -3.4 | -3.3 |
CACG | ClearBridge All Cap Growth ESG ETF | 4.1 | 54 | 2 | 3.2 | +3.2 |
QQQ | Invesco QQQ Trust Series I | 4.0 | 20 | 36 | 4.5 | +4.6 |
QQQM | Invesco NASDAQ 100 ETF | 4.0 | 15 | 41 | 4.6 | +4.6 |
CSMD | Congress SMid Growth ETF | 4.0 | 69 | -13 | 3.8 | +3.9 |
FPX | First Trust US Equity Opportunities ETF | 3.8 | 61 | -5 | 0.6 | +0.6 |
IVEG | iShares Emergent Food and AgTech Multisector ETF | 3.8 | 47 | 9 | 7.9 | +7.9 |
FIW | First Trust Water ETF | 3.8 | 53 | 3 | 4.3 | +4.4 |
PHO | Invesco Water Resources ETF | 3.8 | 60 | -4 | 4.2 | +4.3 |
IWP | iShares Russell Mid-Cap Growth ETF | 3.8 | 23 | 33 | 3.6 | +3.6 |
VBK | Vanguard Small-Cap Growth ETF | 3.8 | 7 | 49 | 1.4 | +1.4 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 3.7 | 70 | -14 | 1.7 | +1.8 |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 3.7 | 15 | 41 | 6.1 | +6.2 |
IQSM | IQ Candriam U.S. Mid Cap Equity ETF | 3.7 | 15 | 41 | 6.0 | +6.1 |
FTGS | First Trust Growth Strength ETF | 3.6 | 60 | -4 | 6.2 | +6.3 |
SEIQ | SEI Enhanced U.S. Large Cap Quality Factor ETF | 3.6 | 15 | 41 | 6.9 | +7.0 |
FTCS | First Trust Capital Strength ETF | 3.6 | 55 | 1 | 5.4 | +5.4 |
PIO | Invesco Global Water ETF | 3.6 | 75 | -19 | 4.4 | +4.5 |
QQMG | Invesco ESG NASDAQ 100 ETF | 3.5 | 20 | 36 | 4.6 | +4.6 |
LCLG | Logan Capital Broad Innovative Growth ETF | 3.5 | 99 | -43 | 4.5 | +4.5 |
SUSA | iShares MSCI USA ESG Select ETF | 3.5 | 25 | 31 | 5.1 | +5.1 |
BRNY | Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation | 3.4 | 79 | -23 | 6.2 | +6.2 |
VOT | Vanguard Mid-Cap Growth ETF | 3.4 | 7 | 49 | 4.0 | +4.1 |
IHE | iShares U.S. Pharmaceuticals ETF | 3.4 | 40 | 16 | 23.5 | +23.5 |
SMDY | Syntax Stratified MidCap ETF | 3.3 | 35 | 21 | 6.1 | +6.2 |
FLQM | Franklin U.S. Mid Cap Multifactor Index ETF | 3.3 | 30 | 26 | 7.6 | +7.7 |
TPLE | Timothy Plan Us Large/Mid Cap Core Enhanced ETF | 3.2 | 58 | -2 | 5.2 | +5.3 |
TPLC | Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund | 3.2 | 52 | 4 | 5.3 | +5.3 |
KRMA | Global X Conscious Companies ETF | 3.2 | 43 | 13 | 5.6 | +5.6 |
PSET | Principal Quality ETF | 3.2 | 15 | 41 | 5.4 | +5.5 |
JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF | 3.2 | 30 | 26 | 7.5 | +7.5 |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 3.2 | 17 | 39 | 5.5 | +5.5 |
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 3.2 | 15 | 41 | 5.5 | +5.6 |
USXF | iShares ESG Advanced MSCI USA ETF | 3.2 | 10 | 46 | 4.8 | +4.8 |
SPGP | Invesco S&P 500 GARP ETF | 3.2 | 34 | 22 | 8.4 | +8.5 |
SSPX | Janus Henderson U.S. Sustainable Equity ETF | 3.2 | 55 | 1 | 4.0 | +4.1 |
MTUM | iShares MSCI USA Momentum Factor ETF | 3.2 | 15 | 41 | 3.4 | +3.5 |
EDOC | Global X Telemedicine & Digital Health ETF Registered | 3.1 | 68 | -12 | -4.8 | -4.7 |
NULV | Nuveen ESG Large-Cap Value ETF | 3.1 | 26 | 30 | 7.1 | +7.1 |
ZECP | Zacks Earnings Consistent Portfolio ETF | 3.1 | 55 | 1 | 4.9 | +4.9 |
PEXL | Pacer US Export Leaders ETF | 3.0 | 60 | -4 | 5.2 | +5.3 |
JGRO | JPMorgan Active Growth ETF | 3.0 | 44 | 12 | 3.2 | +3.3 |
ROE | Astoria US Quality Kings ETF | 3.0 | 49 | 7 | 7.7 | +7.7 |
MOTE | VanEck Morningstar ESG Moat ETF | 3.0 | 49 | 7 | 5.0 | +5.0 |
GLRY | Inspire Faithward Mid Cap Momentum ETF | 2.9 | 80 | -24 | 8.0 | +8.0 |
SCHD | Schwab US Dividend Equity ETF | 2.9 | 6 | 50 | 8.1 | +8.2 |
EDOW | First Trust Dow 30 Equal Weight ETF | 2.9 | 50 | 6 | 6.4 | +6.4 |
YALL | God Bless America ETF | 2.9 | 65 | -9 | 3.5 | +3.6 |
DJD | Invesco Dow Jones Industrial Average Dividend ETF | 2.9 | 7 | 49 | 9.6 | +9.6 |
DIA | SPDR Dow Jones Industrial Average ETF Trust | 2.9 | 16 | 40 | 5.8 | +5.8 |
SMMV | iShares MSCI USA Small-Cap Min Vol Factor ETF | 2.9 | 20 | 36 | 4.4 | +4.5 |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | 2.9 | 15 | 41 | 7.3 | +7.4 |
HLGE | Hartford Longevity Economy ETF | 2.9 | 44 | 12 | 6.3 | +6.4 |
WRND | IQ Global Equity R&D Leaders ETF | 2.9 | 18 | 38 | 6.9 | +7.0 |
DFNV | Donoghue Forlines Innovation ETF | 2.9 | 69 | -13 | 5.4 | +5.4 |
MDLV | Morgan Dempsey Large Cap Value ETF | 2.9 | 58 | -2 | 8.6 | +8.7 |
TMFE | Motley Fool Capital Efficiency 100 Index ETF | 2.9 | 50 | 6 | 4.4 | +4.4 |
FDMO | Fidelity Momentum Factor ETF | 2.9 | 15 | 41 | 3.4 | +3.4 |
CGDV | Capital Group Dividend Value ETF | 2.8 | 33 | 23 | 5.7 | +5.7 |
VFMO | Vanguard U.S. Momentum Factor ETF | 2.8 | 13 | 43 | 2.7 | +2.8 |
NUDV | Nuveen ESG Dividend ETF | 2.8 | 26 | 30 | 7.4 | +7.5 |
AIEQ | AI Powered Equity ETF | 2.8 | 75 | -19 | 5.5 | +5.5 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 2.8 | 15 | 41 | 5.8 | +5.8 |
ONEQ | Fidelity Nasdaq Composite Index ETF | 2.8 | 21 | 35 | 3.7 | +3.7 |
JQUA | JPMorgan U.S. Quality Factor ETF | 2.8 | 12 | 44 | 5.5 | +5.5 |
CNCR | Range Cancer Therapeutics ETF | 2.8 | 79 | -23 | -22.7 | -22.6 |
NBDS | Neuberger Berman Disrupters ETF | 2.8 | 55 | 1 | 0.0 | +0.1 |
USMF | WisdomTree U.S. Multifactor Fund | 2.8 | 28 | 28 | 6.7 | +6.8 |
DUHP | Dimensional US High Profitability ETF | 2.7 | 21 | 35 | 6.8 | +6.9 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 2.7 | 29 | 27 | 6.0 | +6.1 |
USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 2.7 | 10 | 46 | 5.3 | +5.3 |
GINN | Goldman Sachs Innovate Equity ETF | 2.7 | 52 | 4 | 2.8 | +2.8 |
CFA | VictoryShares US 500 Volatility Wtd ETF | 2.7 | 35 | 21 | 5.8 | +5.9 |
CFO | VictoryShares US 500 Enhanced Volatility Wtd ETF | 2.7 | 40 | 16 | 5.8 | +5.8 |
CGGO | Capital Group Global Growth Equity ETF | 2.7 | 47 | 9 | 4.0 | +4.1 |
JEPI | JPMorgan Equity Premium Income ETF | 2.6 | 35 | 21 | 5.3 | +5.3 |
SIZE | iShares MSCI USA Size Factor ETF | 2.6 | 15 | 41 | 5.8 | +5.9 |
EUSA | iShares MSCI USA Equal Weighted ETF | 2.6 | 9 | 47 | 5.9 | +5.9 |
UDI | USCF Dividend Income Fund | 2.6 | 65 | -9 | 7.2 | +7.2 |
MOTG | VanEck Morningstar Global Wide Moat ETF | 2.6 | 52 | 4 | 5.7 | +5.8 |
VFMV | Vanguard U.S. Minimum Volatility ETF | 2.5 | 13 | 43 | 5.2 | +5.2 |
MEDI | Harbor Health Care ETF | 2.5 | 80 | -24 | 0.6 | +0.7 |
MMSC | First Trust Multi-Manager Small Cap Opportunities ETF | 2.5 | 95 | -39 | 1.5 | +1.6 |
DGRW | WisdomTree US Quality Dividend Growth Fund | 2.5 | 28 | 28 | 6.0 | +6.0 |
QUS | SPDR MSCI USA StrategicFactors ETF | 2.5 | 15 | 41 | 5.9 | +5.9 |
EQUL | IQ Engender Equality ETF | 2.5 | 45 | 11 | 6.7 | +6.7 |
ISCG | iShares Morningstar Small-Cap Growth ETF | 2.5 | 6 | 50 | 2.4 | +2.4 |
SCHM | Schwab U.S. Mid-Cap ETF | 2.5 | 4 | 52 | 6.1 | +6.2 |
COWZ | Pacer US Cash Cows 100 ETF | 2.5 | 49 | 7 | 10.5 | +10.5 |
IMCG | iShares Morningstar Mid-Cap Growth ETF | 2.5 | 6 | 50 | 4.1 | +4.1 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 2.5 | 9 | 47 | 5.7 | +5.8 |
FDLO | Fidelity Low Volatility Factor ETF | 2.4 | 15 | 41 | 5.4 | +5.5 |
WCEO | Hypatia Women CEO ETF | 2.4 | 85 | -29 | 5.7 | +5.8 |
BIBL | Inspire 100 ETF | 2.4 | 35 | 21 | 4.6 | +4.7 |
ESGS | Columbia U.S. ESG Equity Income ETF | 2.4 | 35 | 21 | 6.3 | +6.3 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 2.4 | 75 | -19 | 4.7 | +4.7 |
XJH | iShares ESG Screened S&P Mid-Cap ETF | 2.4 | 12 | 44 | 6.6 | +6.6 |
SIXA | ETC 6 Meridian Mega Cap Equity ETF | 2.4 | 80 | -24 | 5.6 | +5.7 |
VOOG | Vanguard S&P 500 Growth ETF | 2.3 | 10 | 46 | 5.2 | +5.2 |
FITE | SPDR S&P Kensho Future Security ETF | 2.3 | 45 | 11 | 3.2 | +3.3 |
PSC | Principal U.S. Small-Cap ETF | 2.3 | 38 | 18 | 7.8 | +7.9 |
VSLU | Applied Finance Valuation Large Cap ETF | 2.3 | 49 | 7 | 5.8 | +5.9 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 2.3 | 4 | 52 | 6.0 | +6.0 |
SCAP | InfraCap Small Cap Income ETF | 2.3 | 135 | -79 | 0.0 | +0.1 |
CDC | VictoryShares US EQ Income Enhanced Volatility Wtd ETF | 2.3 | 38 | 18 | 8.4 | +8.5 |
CDL | VictoryShares US Large Cap High Dividend Volatility Wtd ETF | 2.3 | 35 | 21 | 8.4 | +8.5 |
IVE | iShares S&P 500 Value ETF | 2.3 | 18 | 38 | 6.5 | +6.6 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 2.3 | 4 | 52 | 6.7 | +6.7 |
FCTR | First Trust Lunt U.S. Factor Rotation ETF | 2.2 | 65 | -9 | 4.1 | +4.2 |
ULVM | VictoryShares US Value Momentum ETF | 2.2 | 20 | 36 | 7.3 | +7.3 |
JHDV | John Hancock U.S. High Dividend ETF | 2.2 | 34 | 22 | 6.3 | +6.4 |
FSMD | Fidelity Small-Mid Multifactor ETF | 2.2 | 15 | 41 | 7.2 | +7.2 |
SSPY | Syntax Stratified LargeCap ETF | 2.2 | 30 | 26 | 6.4 | +6.4 |
IMCB | iShares Morningstar Mid-Cap ETF | 2.2 | 4 | 52 | 6.0 | +6.0 |
DEW | WisdomTree Global High Dividend Fund | 2.2 | 58 | -2 | 9.0 | +9.0 |
BFOR | ALPS Barron's 400 ETF | 2.2 | 65 | -9 | 7.2 | +7.2 |
GDIV | Harbor Dividend Growth Leaders ETF | 2.2 | 50 | 6 | 6.0 | +6.0 |
SPMO | Invesco S&P 500 Momentum ETF | 2.2 | 13 | 43 | 3.9 | +4.0 |
EVUS | iShares ESG Aware MSCI USA Value ETF | 2.2 | 18 | 38 | 6.6 | +6.7 |
DSTL | Distillate US Fundamental Stability & Value ETF | 2.2 | 39 | 17 | 7.5 | +7.6 |
IUSV | iShares Core S&P US Value ETF | 2.2 | 4 | 52 | 6.7 | +6.8 |
MDY | SPDR S&P Midcap 400 ETF Trust | 2.2 | 23 | 33 | 6.6 | +6.6 |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 2.2 | 10 | 46 | 6.8 | +6.8 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 2.2 | 15 | 41 | 4.7 | +4.8 |
QLC | FlexShares US Quality Large Cap Index Fund | 2.1 | 25 | 31 | 5.5 | +5.5 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 2.1 | 75 | -19 | 4.6 | +4.6 |
QVMM | Invesco S&P MidCap 400 QVM Multi-factor ETF | 2.1 | 15 | 41 | 6.8 | +6.9 |
FLOW | Global X U.S. Cash Flow Kings 100 ETF | 2.1 | 25 | 31 | 10.8 | +10.9 |
IWO | iShares Russell 2000 Growth ETF | 2.1 | 24 | 32 | 1.4 | +1.4 |
VTWG | Vanguard Russell 2000 Growth ETF | 2.1 | 15 | 41 | 1.6 | +1.7 |
IJH | iShares Core S&P Mid-Cap ETF | 2.1 | 5 | 51 | 33.8 | +33.9 |
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 2.1 | 3 | 53 | 6.8 | +6.8 |
BKWO | BNY Mellon Women's Opportunities ETF | 2.1 | 50 | 6 | 3.5 | +3.6 |
ITAN | Sparkline Intangible Value ETF | 2.1 | 50 | 6 | 5.8 | +5.9 |
JHMM | John Hancock Multifactor Mid Cap ETF | 2.1 | 42 | 14 | 6.5 | +6.5 |
IWX | iShares Russell Top 200 Value ETF | 2.0 | 20 | 36 | 6.5 | +6.5 |
QVAL | Alpha Architect US Quantitative Value ETF | 2.0 | 39 | 17 | 9.8 | +9.9 |
RSP | Invesco S&P 500 Equal Weight ETF | 2.0 | 20 | 36 | 6.0 | +6.1 |
ROUS | Hartford Multifactor US Equity ETF | 2.0 | 19 | 37 | 6.3 | +6.3 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 2.0 | 64 | -8 | 2.0 | +2.0 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 2.0 | 9 | 47 | 5.6 | +5.6 |
IMCV | iShares Morningstar Mid-Cap Value ETF | 2.0 | 6 | 50 | 7.9 | +7.9 |
SFYX | SoFi Next 500 ETF | 2.0 | 0 | 56 | 5.5 | +5.5 |
IWR | iShares Russell Midcap ETF | 2.0 | 19 | 37 | 5.5 | +5.6 |
JSTC | Adasina Social Justice All Cap Global ETF | 1.9 | 89 | -33 | 4.5 | +4.6 |
VXF | Vanguard Extended Market ETF | 1.9 | 6 | 50 | 3.8 | +3.9 |
ESGU | iShares ESG Aware MSCI USA ETF | 1.9 | 15 | 41 | 5.0 | +5.0 |
DSI | iShares MSCI KLD 400 Social ETF | 1.9 | 25 | 31 | 4.9 | +5.0 |
SMLF | iShares U.S. SmallCap Equity Factor ETF | 1.9 | 15 | 41 | 5.9 | +6.0 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 1.9 | 18 | 38 | 7.5 | +7.6 |
ARKK | ARK Innovation ETF | 1.9 | 75 | -19 | -4.6 | -4.5 |
ILCV | iShares Morningstar Value ETF | 1.9 | 4 | 52 | 6.6 | +6.7 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 1.9 | 7 | 49 | 5.6 | +5.6 |
DSMC | Distillate Small/Mid Cash Flow ETF | 1.9 | 55 | 1 | 11.5 | +11.6 |
QWLD | SPDR MSCI World StrategicFactors ETF | 1.9 | 30 | 26 | 5.9 | +5.9 |
SIXS | ETC 6 Meridian Small Cap Equity ETF | 1.9 | 89 | -33 | 8.9 | +8.9 |
HAPI | Harbor Human Capital Factor US Large Cap ETF | 1.9 | 36 | 20 | 4.6 | +4.6 |
VFMF | Vanguard U.S. Multifactor ETF | 1.9 | 18 | 38 | 8.5 | +8.5 |
JMEE | JPMorgan Market Expansion Enhanced Equity ETF | 1.9 | 24 | 32 | 7.7 | +7.7 |
VB | Vanguard Small-Cap ETF | 1.8 | 5 | 51 | 5.3 | +5.3 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 1.8 | 9 | 47 | 5.6 | +5.7 |
AMOM | Qraft AI-Enhanced U.S. Large Cap Momentum ETF | 1.8 | 75 | -19 | 3.0 | +3.0 |
SNPE | Xtrackers S&P 500 ESG ETF | 1.8 | 10 | 46 | 5.2 | +5.2 |
DGRO | iShares Core Dividend Growth ETF | 1.8 | 8 | 48 | 6.4 | +6.5 |
SELV | SEI Enhanced Low Volatility U.S. Large Cap ETF | 1.8 | 15 | 41 | 6.7 | +6.8 |
QDEF | FlexShares Quality Dividend Defensive Index Fund | 1.8 | 37 | 19 | 4.7 | +4.8 |
OALC | OneAscent Large Cap Core ETF | 1.8 | 86 | -30 | 5.8 | +5.9 |
TMFG | Motley Fool Global Opportunities ETF | 1.8 | 85 | -29 | 3.2 | +3.3 |
NULC | Nuveen ESG Large-Cap ETF | 1.8 | 21 | 35 | 5.4 | +5.4 |
AVUS | Avantis U.S. Equity ETF | 1.8 | 15 | 41 | 5.9 | +6.0 |
DFLV | Dimensional US Large Cap Value ETF | 1.8 | 22 | 34 | 7.8 | +7.8 |
RAYD | Rayliant Quantitative Developed Market Equity ETF | 1.8 | 80 | -24 | 4.4 | +4.4 |
USCA | Xtrackers MSCI USA Climate Action Equity ETF | 1.8 | 7 | 49 | 5.0 | +5.1 |
ROBO | ROBO Global Robotics & Automation Index ETF | 1.8 | 95 | -39 | 2.7 | +2.8 |
WLDR | Affinity World Leaders Equity ETF | 1.8 | 67 | -11 | 8.2 | +8.2 |
NZUS | SPDR MSCI USA Climate Paris Aligned ETF | 1.8 | 10 | 46 | 4.6 | +4.7 |
KRUZ | Unusual Whales Subversive Republican Trading ETF | 1.8 | 75 | -19 | 4.7 | +4.7 |
EQWL | Invesco S&P 100 Equal Weight ETF | 1.8 | 25 | 31 | 6.5 | +6.5 |
SPHQ | Invesco S&P 500 Quality ETF | 1.8 | 15 | 41 | 5.3 | +5.3 |
MGV | Vanguard Mega Cap Value ETF | 1.8 | 7 | 49 | 6.7 | +6.8 |
KOMP | SPDR S&P Kensho New Economies Composite ETF | 1.8 | 20 | 36 | 2.0 | +2.1 |
SDOG | ALPS Sector Dividend Dogs ETF | 1.8 | 36 | 20 | 9.3 | +9.4 |
ESGV | Vanguard ESG U.S. Stock ETF | 1.8 | 9 | 47 | 4.9 | +4.9 |
HDV | iShares Core High Dividend ETF | 1.8 | 8 | 48 | 8.4 | +8.5 |
MBOX | Freedom Day Dividend ETF | 1.7 | 39 | 17 | 7.6 | +7.7 |
VONV | Vanguard Russell 1000 Value ETF | 1.7 | 8 | 48 | 6.6 | +6.7 |
JHML | John Hancock Multifactor Large Cap ETF | 1.7 | 29 | 27 | 5.5 | +5.5 |
SEIV | SEI Enhanced U.S. Large Cap Value Factor ETF | 1.7 | 15 | 41 | 10.0 | +10.1 |
IWD | iShares Russell 1000 Value ETF | 1.7 | 19 | 37 | 6.5 | +6.5 |
JHSC | John Hancock Multifactor Small Cap ETF | 1.7 | 42 | 14 | 6.0 | +6.1 |
SMRI | Bushido Capital US Equity ETF | 1.7 | 71 | -15 | 10.2 | +10.3 |
FLDZ | RiverNorth Patriot ETF | 1.7 | 75 | -19 | 5.8 | +5.9 |
VFQY | Vanguard U.S. Quality Factor ETF | 1.7 | 13 | 43 | 6.8 | +6.9 |
SMCP | AlphaMark Actively Managed Small Cap ETF | 1.7 | 90 | -34 | 0.0 | +0.1 |
TMFC | Motley Fool 100 Index ETF | 1.7 | 50 | 6 | 3.8 | +3.8 |
SPDV | AAM S&P 500 High Dividend Value ETF | 1.7 | 29 | 27 | 10.3 | +10.4 |
VTV | Vanguard Value ETF | 1.7 | 4 | 52 | 6.9 | +7.0 |
AFMC | First Trust Active Factor Mid Cap ETF | 1.7 | 65 | -9 | 7.5 | +7.6 |
FUNL | CornerCap Fundametrics Large-Cap ETF | 1.7 | 50 | 6 | 6.7 | +6.7 |
REVS | Columbia Research Enhanced Value ETF | 1.6 | 19 | 37 | 7.6 | +7.7 |
ETHO | Etho Climate Leadership U.S. ETF | 1.6 | 47 | 9 | 3.9 | +3.9 |
CALF | Pacer US Small Cap Cash Cows 100 ETF | 1.6 | 59 | -3 | 11.2 | +11.2 |
SPXN | ProShares S&P 500 Ex-Financials ETF | 1.6 | 9 | 47 | 5.1 | +5.1 |
VO | Vanguard Mid-Cap ETF | 1.6 | 4 | 52 | 5.7 | +5.8 |
VYM | Vanguard High Dividend Yield Index ETF | 1.6 | 6 | 50 | 7.3 | +7.4 |
PABU | iShares Paris-Aligned Climate MSCI USA ETF | 1.6 | 10 | 46 | 4.6 | +4.6 |
FDWM | Fidelity Women's Leadership ETF | 1.6 | 59 | -3 | 4.7 | +4.8 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 1.6 | 25 | 31 | 5.9 | +5.9 |
CAFG | Pacer US Small Cap Cash Cows Growth Leaders ETF | 1.6 | 59 | -3 | 9.0 | +9.0 |
SCHG | Schwab U.S. Large-Cap Growth ETF | 1.6 | 4 | 52 | 4.1 | +4.1 |
SEIM | SEI Enhanced U.S. Large Cap Momentum Factor ETF | 1.6 | 15 | 41 | 5.0 | +5.1 |
PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 1.6 | 60 | -4 | 5.8 | +5.9 |
ROBT | First Trust Nasdaq Artificial Intelligence & Robotics ETF | 1.6 | 65 | -9 | 2.0 | +2.0 |
KVLE | KraneShares Value Line Dynamic Dividend Equity Index ETF | 1.6 | 56 | 0 | 4.9 | +5.0 |
VNMC | Natixis Vaughan Nelson Mid Cap ETF | 1.6 | 85 | -29 | 5.1 | +5.1 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 1.6 | 19 | 37 | 6.4 | +6.4 |
GVLU | Gotham 1000 Value ETF | 1.6 | 50 | 6 | 7.4 | +7.5 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 1.6 | 20 | 36 | 4.9 | +5.0 |
JAVA | JPMorgan Active Value ETF | 1.5 | 44 | 12 | 6.5 | +6.6 |
HSMV | First Trust Horizon Managed Volatility Small/Mid ETF | 1.5 | 80 | -24 | 6.4 | +6.4 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 1.5 | 10 | 46 | 4.9 | +5.0 |
XVV | iShares ESG Screened S&P 500 ETF | 1.5 | 8 | 48 | 5.0 | +5.0 |
SCHK | Schwab 1000 Index ETF | 1.5 | 5 | 51 | 5.1 | +5.2 |
DHS | WisdomTree U.S. High Dividend Fund | 1.5 | 38 | 18 | 8.8 | +8.9 |
SUSL | iShares ESG MSCI USA Leaders ETF | 1.5 | 10 | 46 | 4.9 | +5.0 |
USVT | US Value ETF | 1.5 | 49 | 7 | 11.2 | +11.2 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 1.5 | 24 | 32 | 7.9 | +7.9 |
PBUS | Invesco MSCI USA ETF | 1.5 | 4 | 52 | 5.1 | +5.2 |
IYY | iShares Dow Jones U.S. ETF | 1.5 | 20 | 36 | 4.9 | +5.0 |
ROSC | Hartford Multifactor Small Cap ETF | 1.5 | 34 | 22 | 10.0 | +10.0 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 1.5 | 20 | 36 | 6.0 | +6.0 |
BUL | Pacer US Cash Cows Growth ETF | 1.5 | 60 | -4 | 6.3 | +6.3 |
JOET | Virtus Terranova US Quality Momentum ETF | 1.5 | 29 | 27 | 4.9 | +4.9 |
USVM | VictoryShares US Small Mid Cap Value Momentum ETF | 1.5 | 25 | 31 | 8.7 | +8.7 |
STXG | Strive 1000 Growth ETF | 1.5 | 18 | 38 | 4.0 | +4.1 |
ILCB | iShares Morningstar U.S. Equity ETF | 1.5 | 3 | 53 | 5.1 | +5.1 |
VONE | Vanguard Russell 1000 ETF | 1.5 | 8 | 48 | 5.1 | +5.1 |
IWB | iShares Russell 1000 ETF | 1.5 | 15 | 41 | 5.0 | +5.0 |
SCHX | Schwab U.S. Large-Cap ETF | 1.5 | 3 | 53 | 5.1 | +5.2 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 1.5 | 60 | -4 | 6.0 | +6.1 |
VOTE | TCW Transform 500 ETF | 1.5 | 5 | 51 | 5.1 | +5.1 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 1.5 | 2 | 54 | 5.1 | +5.1 |
STXD | Strive 1000 Dividend Growth ETF | 1.5 | 35 | 21 | 5.3 | +5.3 |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 1.5 | 14 | 42 | 5.2 | +5.3 |
LRGF | iShares U.S. Equity Factor ETF | 1.5 | 8 | 48 | 5.7 | +5.8 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 1.5 | 11 | 45 | 5.1 | +5.1 |
VTI | Vanguard Total Stock Market ETF | 1.5 | 3 | 53 | 4.9 | +5.0 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 1.5 | 3 | 53 | 5.0 | +5.1 |
SCHB | Schwab U.S. Broad Market ETF | 1.5 | 3 | 53 | 5.0 | +5.1 |
VTHR | Vanguard Russell 3000 ETF | 1.5 | 10 | 46 | 4.9 | +5.0 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 1.5 | 7 | 49 | 5.0 | +5.1 |
IWV | iShares Russell 3000 ETF | 1.5 | 20 | 36 | 4.8 | +4.9 |
EPS | WisdomTree U.S. LargeCap Fund | 1.5 | 8 | 48 | 6.1 | +6.2 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 1.4 | 9 | 47 | 5.0 | +5.0 |
DFSU | Dimensional US Sustainability Core 1 ETF | 1.4 | 18 | 38 | 5.5 | +5.6 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 1.4 | 0 | 56 | 5.1 | +5.1 |
GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 1.4 | 20 | 36 | 6.6 | +6.6 |
FSST | Fidelity Sustainable U.S. Equity ETF | 1.4 | 59 | -3 | 4.7 | +4.8 |
STRV | Strive 500 ETF | 1.4 | 5 | 51 | 5.1 | +5.1 |
DFUS | Dimensional U.S. Equity ETF | 1.4 | 9 | 47 | 5.0 | +5.1 |
DFAU | Dimensional US Core Equity Market ETF | 1.4 | 12 | 44 | 5.2 | +5.3 |
VV | Vanguard Large-Cap ETF | 1.4 | 4 | 52 | 5.1 | +5.1 |
LCF | Touchstone US Large Cap Focused ETF | 1.4 | 69 | -13 | 4.4 | +4.4 |
SPHD | Invesco S&P 500 High Dividend Low Volatility ETF | 1.4 | 30 | 26 | 9.7 | +9.7 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 1.4 | 20 | 36 | 4.9 | +5.0 |
DFUV | Dimensional US Marketwide Value ETF | 1.4 | 22 | 34 | 7.5 | +7.5 |
RFFC | ALPS Active Equity Opportunity ETF | 1.4 | 48 | 8 | 4.5 | +4.5 |
STXV | Strive 1000 Value ETF | 1.4 | 18 | 38 | 7.8 | +7.8 |
TTAC | FCF US Quality ETF | 1.4 | 59 | -3 | 6.4 | +6.4 |
SNPG | Xtrackers S&P 500 Growth ESG ETF | 1.4 | 15 | 41 | 4.8 | +4.8 |
FTC | First Trust Large Cap Growth AlphaDEX Fund | 1.4 | 59 | -3 | 2.6 | +2.7 |
SPTM | SPDR Portfolio S&P 1500 Composite Stock Market ETF | 1.4 | 3 | 53 | 5.3 | +5.3 |
PWV | Invesco Large Cap Value ETF | 1.4 | 55 | 1 | 7.9 | +8.0 |
MGC | Vanguard Mega Cap ETF | 1.4 | 7 | 49 | 4.9 | +5.0 |
VOO | Vanguard S&P 500 ETF | 1.4 | 3 | 53 | 5.2 | +5.2 |
DFAC | Dimensional U.S. Core Equity 2 ETF | 1.4 | 17 | 39 | 5.5 | +5.6 |
IVV | iShares Core S&P 500 ETF | 1.4 | 3 | 53 | 5.1 | +5.2 |
SPY | SPDR S&P 500 ETF Trust | 1.4 | 9 | 47 | 5.1 | +5.1 |
BLES | Inspire Global Hope ETF | 1.4 | 61 | -5 | 6.2 | +6.2 |
SPLG | SPDR Portfolio S&P 500 ETF | 1.4 | 2 | 54 | 5.1 | +5.2 |
RAFE | PIMCO RAFI ESG U.S. ETF | 1.4 | 29 | 27 | 6.9 | +7.0 |
RFG | Invesco S&P Midcap 400 Pure Growth ETF | 1.4 | 35 | 21 | 5.2 | +5.3 |
SPUS | SP Funds S&P 500 Sharia Industry Exclusions ETF | 1.4 | 45 | 11 | 4.5 | +4.5 |
PWB | Invesco Large Cap Growth ETF | 1.4 | 56 | 0 | 3.0 | +3.0 |
QDIV | Global X S&P 500 Quality Dividend ETF | 1.4 | 20 | 36 | 8.6 | +8.7 |
RVRB | Reverb ETF | 1.4 | 30 | 26 | 4.8 | +4.9 |
SCHV | Schwab U.S. Large-Cap Value ETF | 1.3 | 4 | 52 | 6.6 | +6.6 |
AFSM | First Trust Active Factor Small Cap ETF | 1.3 | 75 | -19 | 7.7 | +7.8 |
CHGX | AXS Change Finance ESG ETF | 1.3 | 49 | 7 | 4.9 | +4.9 |
GCOW | Pacer Global Cash Cows Dividend ETF | 1.3 | 60 | -4 | 13.4 | +13.4 |
IWL | iShares Russell Top 200 ETF | 1.3 | 15 | 41 | 4.8 | +4.9 |
JVAL | JPMorgan U.S. Value Factor ETF | 1.3 | 12 | 44 | 8.2 | +8.3 |
ISCB | iShares Morningstar Small-Cap ETF | 1.3 | 4 | 52 | 5.2 | +5.3 |
QGRW | WisdomTree U.S. Quality Growth Fund | 1.3 | 28 | 28 | 4.4 | +4.4 |
DIVB | iShares Core Dividend ETF | 1.3 | 5 | 51 | 7.8 | +7.9 |
AVLV | Avantis U.S. Large Cap Value ETF | 1.3 | 15 | 41 | 7.4 | +7.5 |
RECS | Columbia Research Enhanced Core ETF | 1.3 | 15 | 41 | 5.4 | +5.5 |
SCHA | Schwab U.S. Small-Cap ETF | 1.3 | 4 | 52 | 4.7 | +4.8 |
TILT | FlexShares Morningstar US Market Factor Tilt Index Fund | 1.3 | 25 | 31 | 5.5 | +5.6 |
IWF | iShares Russell 1000 Growth ETF | 1.3 | 19 | 37 | 4.4 | +4.5 |
OUSA | ALPS O'Shares U.S. Quality Dividend ETF | 1.3 | 48 | 8 | 5.9 | +6.0 |
VONG | Vanguard Russell 1000 Growth ETF | 1.3 | 8 | 48 | 4.5 | +4.6 |
HLAL | Wahed FTSE USA Shariah ETF | 1.2 | 50 | 6 | 4.8 | +4.9 |
FBCG | Fidelity Blue Chip Growth ETF | 1.2 | 59 | -3 | 2.4 | +2.4 |
QVML | Invesco S&P 500 QVM Multi-factor ETF | 1.2 | 11 | 45 | 5.0 | +5.1 |
VUG | Vanguard Growth ETF | 1.2 | 4 | 52 | 4.0 | +4.1 |
IUS | Invesco RAFI Strategic US ETF | 1.2 | 19 | 37 | 7.1 | +7.1 |
BKSE | BNY Mellon US Small Cap Core Equity ETF | 1.2 | 4 | 52 | 5.5 | +5.6 |
FNDX | Schwab Fundamental US Large Co. Index ETF | 1.2 | 25 | 31 | 6.8 | +6.9 |
ACVF | American Conservative Values ETF | 1.2 | 75 | -19 | 4.2 | +4.3 |
APUE | ActivePassive U.S. Equity ETF | 1.2 | 45 | 11 | 4.9 | +4.9 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 1.2 | 28 | 28 | 6.1 | +6.2 |
FLQS | Franklin U.S. Small Cap Multifactor Index ETF | 1.2 | 35 | 21 | 7.3 | +7.3 |
SMMD | iShares Russell 2500 ETF | 1.2 | 15 | 41 | 5.8 | +5.9 |
AESR | Anfield U.S. Equity Sector Rotation ETF | 1.2 | 108 | -52 | 4.1 | +4.1 |
FNDB | Schwab Fundamental US Broad Market Index ETF | 1.2 | 25 | 31 | 6.8 | +6.9 |
IWS | iShares Russell Mid-Cap Value ETF | 1.2 | 23 | 33 | 6.5 | +6.5 |
MGK | Vanguard Mega Cap Growth ETF | 1.2 | 7 | 49 | 4.1 | +4.2 |
FVD | First Trust Value Line Dividend Index Fund | 1.2 | 65 | -9 | 5.9 | +5.9 |
DGT | SPDR Global Dow ETF | 1.2 | 50 | 6 | 6.5 | +6.6 |
EGUS | iShares ESG Aware MSCI USA Growth ETF | 1.2 | 18 | 38 | 4.1 | +4.2 |
WTAI | WisdomTree Artificial Intelligence and Innovation Fund | 1.2 | 45 | 11 | 1.2 | +1.3 |
RNMC | First Trust Mid Cap US Equity Select ETF | 1.1 | 60 | -4 | 7.7 | +7.8 |
SPYD | SPDR Portfolio S&P 500 High Dividend ETF | 1.1 | 7 | 49 | 9.6 | +9.6 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 1.1 | 9 | 47 | 5.3 | +5.4 |
INNO | Harbor Disruptive Innovation ETF | 1.1 | 75 | -19 | -3.6 | -3.6 |
IQSU | IQ Candriam U.S. Large Cap Equity ETF | 1.1 | 9 | 47 | 4.9 | +4.9 |
TOK | iShares MSCI Kokusai ETF | 1.1 | 26 | 30 | 5.2 | +5.2 |
PRF | Invesco FTSE RAFI US 1000 ETF | 1.1 | 39 | 17 | 6.5 | +6.5 |
XMLV | Invesco S&P MidCap Low Volatility ETF | 1.1 | 25 | 31 | 6.7 | +6.8 |
ILCG | iShares Morningstar Growth ETF | 1.1 | 4 | 52 | 3.9 | +3.9 |
SFY | SoFi Select 500 ETF | 1.1 | 0 | 56 | 5.0 | +5.1 |
DVY | iShares Select Dividend ETF | 1.1 | 38 | 18 | 8.8 | +8.9 |
FLLV | Franklin U.S. Low Volatility ETF | 1.1 | 29 | 27 | 5.7 | +5.8 |
IWM | iShares Russell 2000 ETF | 1.1 | 19 | 37 | 3.6 | +3.6 |
HDUS | Hartford Disciplined US Equity ETF | 1.1 | 19 | 37 | 6.1 | +6.1 |
GRPM | Invesco S&P MidCap 400 GARP ETF | 1.1 | 35 | 21 | 9.4 | +9.5 |
VTWO | Vanguard Russell 2000 ETF | 1.1 | 10 | 46 | 3.8 | +3.8 |
VLU | SPDR S&P 1500 Value Tilt ETF | 1.1 | 12 | 44 | 7.1 | +7.1 |
DTD | WisdomTree U.S. Total Dividend Fund | 1.1 | 28 | 28 | 6.4 | +6.5 |
VLUE | iShares MSCI USA Value Factor ETF | 1.0 | 15 | 41 | 10.5 | +10.5 |
URTH | iShares MSCI World ETF | 1.0 | 24 | 32 | 5.3 | +5.3 |
IJT | iShares S&P Small-Cap 600 Growth ETF | 1.0 | 18 | 38 | 6.7 | +6.8 |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 1.0 | 20 | 36 | 7.7 | +7.7 |
SLYG | SPDR S&P 600 Small Cap Growth ETF | 1.0 | 15 | 41 | 6.7 | +6.8 |
QQQS | Invesco NASDAQ Future Gen 200 ETF | 1.0 | 20 | 36 | -7.0 | -7.0 |
ISMD | Inspire Small/Mid Cap ETF | 1.0 | 54 | 2 | 6.0 | +6.0 |
FFTY | Innovator IBD 50 ETF | 1.0 | 80 | -24 | -0.5 | -0.4 |
DEUS | Xtrackers Russell US Multifactor ETF | 1.0 | 17 | 39 | 6.9 | +6.9 |
FDVV | Fidelity High Dividend ETF | 1.0 | 15 | 41 | 8.5 | +8.6 |
ESG | FlexShares Trust FlexShares STOXX US ESG Select Index Fund | 1.0 | 32 | 24 | 5.0 | +5.1 |
AUSF | Global X Adaptive U.S. Factor ETF | 1.0 | 27 | 29 | 7.6 | +7.7 |
YLDE | ClearBridge Dividend Strategy ESG ETF | 1.0 | 60 | -4 | 5.4 | +5.4 |
STXK | Strive Small-Cap ETF | 1.0 | 18 | 38 | 5.1 | +5.2 |
NTZG | Nuveen Global Net Zero Transition ETF | 1.0 | 56 | 0 | 4.9 | +4.9 |
OSCV | Opus Small Cap Value ETF | 1.0 | 79 | -23 | 6.0 | +6.1 |
GBUY | Goldman Sachs Future Consumer Equity ETF | 1.0 | 75 | -19 | 2.9 | +3.0 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 1.0 | 29 | 27 | 5.0 | +5.1 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 1.0 | 12 | 44 | 4.6 | +4.7 |
CGUS | Capital Group Core Equity ETF | 1.0 | 33 | 23 | 4.6 | +4.7 |
GLOF | iShares Global Equity Factor ETF | 0.9 | 20 | 36 | 7.1 | +7.1 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 0.9 | 12 | 44 | 4.3 | +4.3 |
QDF | FlexShares Quality Dividend Index Fund | 0.9 | 37 | 19 | 4.9 | +5.0 |
DIVD | Altrius Global Dividend ETF Altrius Global Divid ETF | 0.9 | 49 | 7 | 10.5 | +10.6 |
ACWI | iShares MSCI ACWI ETF | 0.9 | 32 | 24 | 5.3 | +5.4 |
ESML | iShares ESG Aware MSCI USA Small-Cap ETF | 0.9 | 17 | 39 | 5.4 | +5.4 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 0.9 | 59 | -3 | 5.4 | +5.5 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 0.9 | 20 | 36 | 5.4 | +5.4 |
VT | Vanguard Total World Stock ETF | 0.9 | 7 | 49 | 5.0 | +5.0 |
FYC | First Trust Small Cap Growth AlphaDEX Fund | 0.9 | 71 | -15 | 0.9 | +0.9 |
IWY | iShares Russell Top 200 Growth ETF | 0.9 | 20 | 36 | 4.6 | +4.6 |
NULG | Nuveen ESG Large-Cap Growth ETF | 0.9 | 26 | 30 | 4.2 | +4.2 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 0.9 | 39 | 17 | 4.1 | +4.1 |
FMIL | Fidelity New Millennium ETF | 0.9 | 59 | -3 | 4.0 | +4.0 |
VFVA | Vanguard U.S. Value Factor ETF | 0.9 | 13 | 43 | 10.6 | +10.7 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 0.9 | 12 | 44 | 4.9 | +5.0 |
ADME | Aptus Drawdown Managed Equity ETF | 0.9 | 79 | -23 | 4.3 | +4.4 |
AIVL | WisdomTree U.S. AI Enhanced Value Fund | 0.9 | 38 | 18 | 6.7 | +6.8 |
LSAF | LeaderShares AlphaFactor US Core Equity ETF | 0.8 | 75 | -19 | 6.4 | +6.4 |
ANEW | ProShares MSCI Transformational Changes ETF | 0.8 | 45 | 11 | 3.2 | +3.2 |
IYJ | iShares U.S. Industrials ETF | 0.8 | 40 | 16 | 4.7 | +4.7 |
SPHB | Invesco S&P 500 High Beta ETF | 0.8 | 25 | 31 | 4.7 | +4.7 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 0.8 | 9 | 47 | 5.5 | +5.6 |
OEF | iShares S&P 100 ETF | 0.8 | 20 | 36 | 4.8 | +4.9 |
PAMC | Pacer Lunt MidCap Multi-Factor Alternator ETF | 0.8 | 60 | -4 | 5.2 | +5.2 |
FNDA | Schwab Fundamental US Small Co. Index ETF | 0.8 | 25 | 31 | 6.6 | +6.6 |
RFDA | RiverFront Dynamic US Dividend Advantage ETF | 0.8 | 52 | 4 | 6.5 | +6.5 |
GDEF | Goldman Sachs Defensive Equity ETF | 0.8 | 55 | 1 | 4.3 | +4.4 |
WTV | WisdomTree US Value Fund of Benef Interest | 0.8 | 12 | 44 | 8.5 | +8.5 |
IUSG | iShares Core S&P U.S. Growth ETF | 0.8 | 4 | 52 | 4.4 | +4.4 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 0.8 | 20 | 36 | 6.9 | +7.0 |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 0.8 | 18 | 38 | 8.2 | +8.2 |
PFM | Invesco Dividend Achievers ETF | 0.8 | 53 | 3 | 5.6 | +5.6 |
MDYV | SPDR S&P 400 Mid Cap Value ETF | 0.8 | 15 | 41 | 8.2 | +8.3 |
IJR | iShares Core S&P Small Cap ETF | 0.8 | 6 | 50 | 7.9 | +8.0 |
SPSM | SPDR Portfolio S&P 600 Small Cap ETF | 0.8 | 3 | 53 | 8.0 | +8.0 |
NANC | Unusual Whales Subversive Democratic Trading ETF | 0.7 | 75 | -19 | 3.6 | +3.7 |
AFLG | First Trust Active Factor Large Cap ETF | 0.7 | 55 | 1 | 6.0 | +6.1 |
GK | AdvisorShares Gerber Kawasaki ETF | 0.7 | 75 | -19 | 3.0 | +3.0 |
BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 0.7 | 9 | 47 | 3.9 | +3.9 |
SQEW | LeaderShares Equity Skew ETF | 0.7 | 81 | -25 | 6.0 | +6.0 |
SNPV | Xtrackers S&P 500 Value ESG ETF | 0.7 | 15 | 41 | 6.5 | +6.5 |
VIOG | Vanguard S&P Small-Cap 600 Growth ETF | 0.7 | 15 | 41 | 6.8 | +6.8 |
RZG | Invesco S&P Smallcap 600 Pure Growth ETF | 0.7 | 35 | 21 | 7.1 | +7.1 |
SQLV | Royce Quant Small-Cap Quality Value ETF | 0.7 | 60 | -4 | 8.8 | +8.9 |
VUSE | Vident U.S. Equity Strategy ETF | 0.6 | 50 | 6 | 4.5 | +4.6 |
ESGG | FlexShares STOXX Global ESG Select Index Fund | 0.6 | 42 | 14 | 5.0 | +5.0 |
MAGA | Point Bridge America First ETF | 0.6 | 72 | -16 | 6.2 | +6.3 |
IVW | iShares S&P 500 Growth ETF | 0.6 | 18 | 38 | 4.2 | +4.3 |
RWL | Invesco S&P 500 Revenue ETF | 0.6 | 39 | 17 | 6.5 | +6.5 |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 0.6 | 4 | 52 | 4.4 | +4.4 |
BBC | Virtus LifeSci Biotech Clinical Trials ETF | 0.6 | 79 | -23 | -6.4 | -6.4 |
SSLY | Syntax Stratified SmallCap ETF | 0.6 | 40 | 16 | 7.4 | +7.4 |
FSMO | Fidelity Small-Mid Cap Opportunities ETF | 0.6 | 60 | -4 | 6.7 | +6.8 |
RYJ | Invesco Raymond James SB-1 Equity ETF | 0.6 | 75 | -19 | 2.9 | +2.9 |
VSMV | VictoryShares US Multi-Factor Minimum Volatility ETF | 0.6 | 35 | 21 | 6.9 | +6.9 |
EZM | WisdomTree U.S. MidCap Fund | 0.6 | 38 | 18 | 8.1 | +8.2 |
DFAS | Dimensional U.S. Small Cap ETF | 0.6 | 26 | 30 | 5.9 | +5.9 |
QUAL | iShares MSCI USA Quality Factor ETF | 0.6 | 15 | 41 | 5.2 | +5.3 |
BGIG | Bahl & Gaynor Income Growth ETF | 0.5 | 45 | 11 | 5.3 | +5.3 |
JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 0.5 | 29 | 27 | 7.3 | +7.3 |
SMOT | VanEck Morningstar SMID Moat ETF | 0.5 | 49 | 7 | 7.0 | +7.0 |
FTA | First Trust Large Cap Value AlphaDEX Fund | 0.5 | 59 | -3 | 8.2 | +8.2 |
CVAR | Cultivar ETF | 0.5 | 87 | -31 | 7.0 | +7.1 |
CSML | IndexIQ ETF Trust IQ U.S. Small Cap ETF | 0.5 | 35 | 21 | 5.2 | +5.3 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 0.5 | 49 | 7 | 4.8 | +4.9 |
GSPY | Gotham Enhanced 500 ETF | 0.5 | 50 | 6 | 5.2 | +5.3 |
RWK | Invesco S&P MidCap 400 Revenue ETF | 0.5 | 39 | 17 | 8.3 | +8.3 |
HART | IQ Healthy Hearts ETF | 0.5 | 45 | 11 | 5.3 | +5.3 |
PKW | Invesco Buyback Achievers ETF | 0.5 | 62 | -6 | 7.9 | +7.9 |
IJS | iShares S&P Small-Cap 600 Value ETF | 0.5 | 18 | 38 | 9.0 | +9.1 |
AVSC | Avantis U.S Small Cap Equity ETF | 0.5 | 25 | 31 | 5.2 | +5.3 |
SLYV | SPDR S&P 600 Small Cap Value ETF | 0.4 | 15 | 41 | 9.1 | +9.1 |
BUZZ | VanEck Social Sentiment ETF | 0.4 | 75 | -19 | 0.1 | +0.1 |
SFYF | SoFi Social 50 ETF | 0.4 | 29 | 27 | -1.2 | -1.1 |
PRAY | FIS Christian Stock Fund | 0.4 | 69 | -13 | 5.7 | +5.7 |
VBR | Vanguard Small Cap Value ETF | 0.4 | 7 | 49 | 8.1 | +8.1 |
XJR | iShares ESG Screened S&P Small-Cap ETF | 0.4 | 12 | 44 | 7.6 | +7.6 |
QVMS | Invesco S&P SmallCap 600 QVM Multi-factor ETF | 0.4 | 15 | 41 | 8.0 | +8.1 |
NUMV | Nuveen ESG Mid-Cap Value ETF | 0.4 | 31 | 25 | 7.4 | +7.4 |
SMLV | SPDR SSGA US Small Cap Low Volatility Index ETF | 0.3 | 12 | 44 | 7.4 | +7.4 |
VIOO | Vanguard S&P Small-Cap 600 ETF | 0.3 | 10 | 46 | 7.8 | +7.8 |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 0.3 | 15 | 41 | 7.6 | +7.6 |
VEGN | US Vegan Climate ETF | 0.3 | 60 | -4 | 4.5 | +4.5 |
FYX | First Trust Small Cap Core AlphaDEX Fund | 0.3 | 61 | -5 | 7.1 | +7.1 |
UMMA | Wahed Dow Jones Islamic World ETF | 0.3 | 65 | -9 | 4.2 | +4.3 |
SHE | SPDR MSCI USA Gender Diversity ETF | 0.3 | 20 | 36 | 4.7 | +4.8 |
TPSC | Timothy Plan US Small Cap Core ETF | 0.3 | 52 | 4 | 7.4 | +7.5 |
CSA | VictoryShares US Small Cap Volatility Wtd ETF | 0.3 | 35 | 21 | 7.5 | +7.5 |
CSF | VictoryShares US Discovery Enhanced Volatility Wtd ETF | 0.3 | 42 | 14 | 7.4 | +7.4 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 0.3 | 67 | -11 | 9.3 | +9.4 |
ICAP | InfraCap Equity Income Fund ETF | 0.3 | 171 | -115 | 6.8 | +6.8 |
NUSC | Nuveen ESG Small-Cap ETF | 0.3 | 31 | 25 | 5.0 | +5.1 |
SMLE | Xtrackers S&P SmallCap 600 ESG ETF | 0.3 | 15 | 41 | 7.5 | +7.5 |
VOOV | Vanguard S&P 500 Value ETF | 0.2 | 10 | 46 | 5.5 | +5.5 |
ESIX | SPDR S&P SmallCap 600 ESG ETF | 0.2 | 12 | 44 | 7.5 | +7.5 |
APIE | ActivePassive International Equity ETF | 0.2 | 45 | 11 | 7.7 | +7.7 |
DON | WisdomTree U.S. MidCap Dividend Fund | 0.2 | 38 | 18 | 8.6 | +8.6 |
RWJ | Invesco S&P SmallCap 600 Revenue ETF | 0.2 | 39 | 17 | 9.2 | +9.3 |
IQSI | IQ Candriam International Equity ETF | 0.2 | 15 | 41 | 6.2 | +6.3 |
OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 0.2 | 29 | 27 | 9.0 | +9.1 |
GSID | Goldman Sachs MarketBeta International Equity ETF | 0.1 | 20 | 36 | 6.5 | +6.6 |
GSEE | Goldman Sachs MarketBeta Emerging Markets Equity ETF | 0.1 | 36 | 20 | -12.9 | -12.8 |
EMCR | Xtrackers Emerging Markets Carbon Reduction and Climate Impr | 0.1 | 15 | 41 | 7.3 | +7.4 |
AVDE | Avantis International Equity ETF | 0.1 | 23 | 33 | 7.7 | +7.8 |
ISCV | iShares Morningstar Small Cap Value ETF | 0.1 | 6 | 50 | 8.1 | +8.1 |
JHEM | John Hancock Multifactor Emerging Markets ETF | 0.1 | 49 | 7 | 8.2 | +8.3 |
EES | WisdomTree U.S. SmallCap Fund | 0.1 | 38 | 18 | 10.1 | +10.1 |
TXS | Texas Capital Texas Equity Index ETF | 0.1 | 49 | 7 | 5.5 | +5.5 |
IWN | iShares Russell 2000 Value ETF | 0.1 | 24 | 32 | 5.7 | +5.7 |
VTWV | Vanguard Russell 2000 Value ETF | 0.1 | 15 | 41 | 5.8 | +5.8 |
DFAT | Dimensional U.S. Targeted Value ETF | 0.0 | 28 | 28 | 8.1 | +8.2 |
IETC | iShares U.S. Tech Independence Focused ETF | 0.0 | 18 | 38 | 4.0 | +4.1 |
DFSI | Dimensional International Sustainability Core 1 ETF | 0.0 | 24 | 32 | 6.1 | +6.1 |
AVEM | Avantis Emerging Markets Equity ETF | 0.0 | 33 | 23 | 8.7 | +8.8 |
DFAI | Dimensional International Core Equity Market ETF | 0.0 | 18 | 38 | 6.8 | +6.8 |
DFIC | Dimensional International Core Equity 2 ETF | 0.0 | 23 | 33 | 7.3 | +7.3 |
DFIV | Dimensional International Value ETF | 0.0 | 27 | 29 | 9.9 | +9.9 |
TGRW | T. Rowe Price Growth Stock ETF | 0.0 | 52 | 4 | 4.0 | +4.1 |
TCHP | T. Rowe Price Blue Chip Growth ETF | 0.0 | 57 | -1 | 3.4 | +3.4 |
TEQI | T. Rowe Price Equity Income ETF | 0.0 | 54 | 2 | 4.1 | +4.1 |
DFAE | Dimensional Emerging Core Equity Market ETF | 0.0 | 35 | 21 | 7.6 | +7.6 |
DFAX | Dimensional World ex U.S. Core Equity 2 ETF | 0.0 | 30 | 26 | 7.6 | +7.6 |
DFSE | Dimensional Emerging Markets Sustainability Core 1 ETF | 0.0 | 41 | 15 | 7.8 | +7.8 |
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 | ** | ** | ** | ** | ** | ** | ** |
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 |
*Six months ago = 100 |
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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: |
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™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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