SMI 3Fourteen Full-Cycle Trend ETF
ALTAR
Score™		 4.3% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 24.9x P/Sales
ratio		 4.6x
P/BV
ratio		 8.1x Div.
yield		 1.8%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
FCTE is an actively managed fund seeking long-term capital appreciation by investing in a narrow portfolio of large-cap US stocks. Stock selection is based on a proprietary model that screens for quality metrics and trend factors.

FUND BASICS
Category US Equities
Fund Sponsor SMI Funds
Website www.3fourteensmi.com/
Inception date Jul 01, 2024
Assets (mns) $220
Currency USD
Expense ratio 85 bp
Distributions

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents
Wgt avg mkt cap (mns) $152,921
Large cap (>$10bn) 98.7%
Mid cap ($2-10bn) 1.3%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
EDWARDS LIFESCIENCES CORP 5.8 %
CISCO SYSTEMS INC 5.7 %
VISA INC. CLASS A 5.4 %
COSTCO WHOLESALE CORP 5.3 %
IDEXX LABORATORIES INC 5.3 %
MASTERCARD INCORPORATED CLASS A 5.2 %
CADENCE DESIGN SYS INC 5.2 %
TRACTOR SUPPLY COMPANY 5.1 %
ABBOTT LABORATORIES 5.0 %
BROADRIDGE FINANCIAL SOLUTIO 5.0 %
Total 53.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 99.8 %










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.
7.9% 1.8% -- -- 5.6%

Market Correlations
versus... Beta R-squared
S&P500 0.92 75%
MSCI EAFE 0.88 50%
MSCI Emg. Mkts. 0.72 40%

Technical Indicators
Recent close $25.63
30d moving avg. $26.51
Annualized volatility 13.1%
Short interest (ETF) 0.1%
Relative strength (RSI) 44

Liquidity measures
Avg. volume (thou.) 21
Turnover 0.3%
Bid/Ask (% of price) 0.11%
ADV underlying (mns) $16,914

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 717 potential alternatives to the SMI 3Fourteen Full-Cycle Trend ETF ETF based on the alternatives' overlap in portfolio holdings with FCTE. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: FCTE Expense: 85 bp ALTAR Score™: 4.3%


ALTERNATIVE ETFs BASED ON OVERLAP WITH FCTE
Ticker Fund
Name		 Overlap1
vs FCTE
(%)		 Expense
ratio
(bp)		 Savings
vs FCTE
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs FCTE
(%)
BEEZ Honeytree U.S. Equity ETF 24.3 64 21 3.6 -0.7
SPHQ Invesco S&P 500 Quality ETF 18.7 15 70 4.8 +0.6
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 18.6 15 70 7.2 +2.9
OUSA ALPS O'Shares U.S. Quality Dividend ETF 18.3 48 37 5.5 +1.2
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 17.5 49 36 5.2 +0.9
SXQG ETC 6 Meridian Quality Growth ETF 17.2 100 -15 2.9 -1.4
PWB Invesco Large Cap Growth ETF 17.2 56 29 2.2 -2.0
JGRW Jensen Quality Growth ETF 16.7 57 28 4.1 -0.2
MBCC Monarch Blue Chips Core ETF 16.6 125 -40 4.0 -0.3
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 16.4 39 46 3.9 -0.4
TMFE Motley Fool Capital Efficiency 100 Index ETF 16.4 50 35 3.5 -0.8
XPND First Trust Expanded Technology ETF 15.2 65 20 3.2 -1.1
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 14.9 75 10 6.2 +2.0
EMOT First Trust S&P 500 Economic Moat ETF 14.8 60 25 7.9 +3.6
CZAR Themes Natural Monopoly ETF 14.6 35 50 5.4 +1.1
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 14.6 15 70 6.1 +1.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 14.5 29 56 4.2 -0.1
IHI iShares U.S. Medical Devices ETF 14.3 40 45 4.3 -0.0
VEGN US Vegan Climate ETF 14.3 60 25 4.2 -0.1
LEAD Siren DIVCON Leaders Dividend ETF 13.8 43 42 3.8 -0.5
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 13.8 60 25 4.0 -0.2
IYJ iShares U.S. Industrials ETF 13.8 40 45 4.1 -0.2
LVDS JPMorgan Fundamental Data Science Large Value ETF 13.6 49 36 5.3 +1.0
FTCS First Trust Capital Strength ETF 13.2 55 30 5.4 +1.1
PCGG Polen Capital Global Growth ETF 13.0 85 0 3.8 -0.4
USMC Principal U.S. Mega-Cap ETF 12.7 12 73 3.8 -0.5
AOTS AOT Software Platform ETF 12.4 49 36 4.6 +0.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 11.7 70 15 4.6 +0.3
SEMG Suncoast Select Growth ETF 11.6 60 25 3.7 -0.5
DUHP Dimensional US High Profitability ETF 11.4 21 64 5.3 +1.0
NULG Nuveen ESG Large-Cap Growth ETF 11.4 26 59 3.1 -1.1
FDFF Fidelity Disruptive Finance ETF 11.2 50 35 5.7 +1.4
STXD Strive 1000 Dividend Growth ETF 11.1 35 50 4.6 +0.3
XLF Financial Select Sector SPDR 11.0 8 77 6.0 +1.8
QUAL iShares MSCI USA Quality Factor ETF 10.9 15 70 4.6 +0.4
FNCL Fidelity MSCI Financials Index ETF 10.9 8 77 6.4 +2.2
TDV ProShares S&P Technology Dividend Aristocrats ETF 10.8 45 40 5.5 +1.3
TMFG Motley Fool Global Opportunities ETF 10.7 85 0 3.9 -0.4
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 10.7 15 70 4.5 +0.2
IYG iShares US Financial Services ETF 10.7 40 45 5.6 +1.4
AKRE Akre Focus ETF 10.7 106 -21 4.2 -0.1
PFM Invesco Dividend Achievers ETF 10.5 53 32 4.8 +0.6
FDLO Fidelity Low Volatility Factor ETF 10.5 15 70 4.9 +0.6
TMFM Motley Fool Mid-Cap Growth ETF 10.4 85 0 2.1 -2.2
INCE Franklin Income Equity Focus ETF 10.4 29 56 5.3 +1.1
GXPS Global X PureCap MSCI Consumer Staples ETF 10.1 25 60 4.6 +0.3
KXI iShares Global Consumer Staples ETF 10.1 41 44 5.1 +0.8
XLP Consumer Staples Select Sector SPDR 10.1 8 77 5.5 +1.3
VIG Vanguard Dividend Appreciation ETF 10.1 5 80 5.1 +0.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 10.0 60 25 6.3 +2.0
JQUA JPMorgan U.S. Quality Factor ETF 10.0 12 73 5.3 +1.0
CIBR First Trust NASDAQ Cybersecurity ETF 10.0 60 25 4.7 +0.5
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 10.0 60 25 3.4 -0.9
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 9.9 8 77 5.3 +1.0
VDC Vanguard Consumer Staples ETF 9.9 9 76 5.3 +1.0
SPMV Invesco S&P 500 Minimum Variance ETF 9.8 10 75 5.1 +0.8
VFH Vanguard Financials ETF 9.8 9 76 6.5 +2.2
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 9.6 58 27 3.5 -0.8
AIVL WisdomTree U.S. AI Enhanced Value Fund 9.5 38 47 5.3 +1.1
DVGR DAC 3D Dividend Growth ETF 9.5 65 20 4.8 +0.6
QNXT iShares Nasdaq-100 ex Top 30 ETF 9.5 20 65 4.4 +0.1
COWS Amplify Cash Flow Dividend Leaders ETF 9.3 0 85 7.7 +3.4
LCLG Logan Capital Broad Innovative Growth ETF 9.3 99 -14 3.3 -1.0
YALL God Bless America ETF 9.3 65 20 4.2 -0.1
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 9.2 29 56 7.1 +2.8
QUS State Street SPDR MSCI USA StrategicFactors ETF 9.2 15 70 5.1 +0.9
BELT iShares Long-Term U.S. Equity Active ETF 9.1 75 10 2.5 -1.8
RTH VanEck Retail ETF 9.1 35 50 4.6 +0.4
DIVN Horizon Dividend Income ETF 9.1 70 15 6.5 +2.3
AQLT iShares MSCI Global Quality Factor ETF 9.0 18 67 0.0 -4.3
RUNN Running Oak Efficient Growth ETF 9.0 58 27 4.7 +0.5
VOT Vanguard Mid-Cap Growth ETF 9.0 7 78 3.3 -1.0
KONG Formidable Fortress ETF 8.9 89 -4 5.2 +0.9
NULC Nuveen ESG Large-Cap ETF 8.9 21 64 4.3 0.0
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 8.8 35 50 3.8 -0.4
TOLL Tema Durable Quality ETF 8.8 75 10 4.3 -0.0
BDIV AAM Brentview Dividend Growth ETF 8.8 49 36 3.7 -0.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 8.8 19 66 5.2 +1.0
SNPG Xtrackers S&P 500 Growth ESG ETF 8.7 15 70 4.2 -0.1
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 8.7 49 36 3.8 -0.5
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 8.7 5 80 7.8 +3.5
DUNK Dana Unconstrained Equity ETF 8.6 75 10 2.1 -2.1
SGLC SGI U.S. Large Cap Core ETF 8.5 85 0 4.0 -0.3
VUSE Vident U.S. Equity Strategy ETF 8.5 50 35 3.9 -0.4
ANEW ProShares MSCI Transformational Changes ETF 8.5 45 40 4.6 +0.3
GQI Natixis Gateway Quality Income ETF 8.5 34 51 4.5 +0.3
DEMZ Democratic Large Cap Core ETF 8.5 45 40 4.1 -0.2
RSPN Invesco S&P 500 Equal Weight Industrials ETF 8.5 40 45 4.5 +0.2
SPLV Invesco S&P 500 Low Volatility ETF 8.5 25 60 4.8 +0.6
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 8.5 25 60 4.8 +0.6
HDV iShares Core High Dividend ETF 8.4 8 77 5.9 +1.6
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 8.3 60 25 5.4 +1.2
IEDI iShares U.S. Consumer Focused ETF 8.3 18 67 4.9 +0.7
PSET Principal Quality ETF 8.3 15 70 5.0 +0.7
FTGS First Trust Growth Strength ETF 8.3 60 25 3.7 -0.6
VSLU Applied Finance Valuation Large Cap ETF 8.2 49 36 5.0 +0.8
TMFC Motley Fool 100 Index ETF 8.2 50 35 3.2 -1.1
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 8.2 49 36 4.0 -0.3
USMV iShares MSCI USA Min Vol Factor ETF 8.1 15 70 5.1 +0.9
BRIF FIS Bright Portfolios Focused Equity ETF 8.1 65 20 3.8 -0.5
NANC Unusual Whales Subversive Democratic Trading ETF 8.1 75 10 3.2 -1.1
DGRO iShares Core Dividend Growth ETF 8.0 8 77 5.7 +1.4
CHGX AXS Change Finance ESG ETF 8.0 49 36 4.9 +0.6
JOET Virtus Terranova US Quality Momentum ETF 7.9 29 56 4.0 -0.3
FLQL Franklin LibertyQ U.S. Equity ETF 7.9 15 70 4.9 +0.6
CWS AdvisorShares Focused Equity ETF 7.9 84 1 4.7 +0.5
SPMO Invesco S&P 500 Momentum ETF 7.9 13 72 3.6 -0.7
MID American Century Mid Cap Growth Impact ETF 7.9 45 40 3.0 -1.3
ACVF American Conservative Values ETF 7.9 75 10 3.9 -0.3
FTCE First Trust New Constructs Core Earnings Leaders ETF 7.8 60 25 4.9 +0.6
DURA VanEck Durable High Dividend ETF 7.8 29 56 6.3 +2.0
FLRG Fidelity U.S. Multifactor ETF 7.8 15 70 6.1 +1.8
LOWV AB US Low Volatility Equity ETF 7.8 48 37 4.4 +0.1
DIVB iShares Core Dividend ETF 7.7 5 80 7.6 +3.4
JSTC Adasina Social Justice All Cap Global ETF 7.7 89 -4 4.8 +0.5
ALTL Pacer Lunt Large Cap Alternator ETF 7.5 60 25 4.8 +0.5
GGUS Marketbeta Russell 1000 Growth Equity ETF 7.5 12 73 3.6 -0.7
FDG American Century Focused Dynamic Growth ETF 7.5 45 40 1.9 -2.4
NUMG Nuveen ESG Mid-Cap Growth ETF 7.5 31 54 1.9 -2.4
TOPT iShares Top 20 U.S. Stocks ETF 7.5 20 65 3.4 -0.9
FDN First Trust Dow Jones Internet Index Fund 7.5 52 33 2.9 -1.4
WOMN Impact Shares YWCA Women's Empowerment ETF 7.5 75 10 5.0 +0.7
FDND FT Vest Dow Jones Internet & Target Income ETF 7.4 75 10 2.7 -1.6
THRO iShares U.S. Thematic Rotation Active ETF 7.4 90 -5 3.4 -0.8
ABFL Abacus FCF Leaders ETF 7.4 59 26 4.0 -0.3
QLV FlexShares US Quality Low Volatility Index Fund 7.4 22 63 5.0 +0.7
BIBL Inspire 100 ETF 7.3 35 50 4.6 +0.3
ESMV iShares ESG MSCI USA Min Vol Factor ETF 7.3 18 67 5.1 +0.8
UDI USCF Dividend Income Fund 7.2 65 20 6.8 +2.6
ZECP Zacks Earnings Consistent Portfolio ETF 7.1 55 30 4.3 -0.0
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 7.0 65 20 3.7 -0.6
IXG iShares Global Financials ETF 7.0 42 43 6.7 +2.4
XMAG Defiance Large Cap ex-Mag 7 ETF 7.0 35 50 4.6 +0.4
DAK Dakota Active Equity ETF 7.0 43 42 4.0 -0.3
BUYZ Franklin Disruptive Commerce ETF 7.0 50 35 2.3 -1.9
BMVP Invesco Bloomberg MVP Multi-factor ETF 7.0 29 56 6.6 +2.3
MGV Vanguard Mega Cap Value ETF 6.9 7 78 5.7 +1.4
VDIG Vanguard Wellington Dividend Growth Active ETF 6.9 40 45 4.5 +0.3
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 6.8 12 73 5.4 +1.2
RDVY First Trust Rising Dividend Achievers ETF 6.8 50 35 5.5 +1.2
IWY iShares Russell Top 200 Growth ETF 6.8 20 65 3.7 -0.6
QDF FlexShares Quality Dividend Index Fund 6.8 37 48 5.7 +1.4
USXF iShares ESG Advanced MSCI USA ETF 6.8 10 75 4.2 -0.0
CAML Congress Large Cap Growth ETF 6.7 66 19 2.5 -1.8
SCHD Schwab US Dividend Equity ETF 6.7 6 79 8.3 +4.0
CLOD Themes Cloud Computing ETF 6.7 35 50 3.5 -0.8
FQAL Fidelity Quality Factor ETF 6.7 15 70 4.9 +0.7
DGRW WisdomTree US Quality Dividend Growth Fund 6.6 28 57 5.1 +0.8
CHPX Global X AI Semiconductor & Quantum ETF 6.6 50 35 2.6 -1.7
RAYD Rayliant Quantitative Developed Market Equity ETF 6.6 80 5 3.8 -0.4
SIXA ETC 6 Meridian Mega Cap Equity ETF 6.6 80 5 5.7 +1.4
QQMG Invesco ESG NASDAQ 100 ETF 6.5 20 65 3.5 -0.7
XLI Industrial Select Sector SPDR 6.5 8 77 3.7 -0.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 6.5 9 76 4.6 +0.4
SUSA iShares MSCI USA ESG Select ETF 6.4 25 60 4.3 +0.0
IWP iShares Russell Mid-Cap Growth ETF 6.4 23 62 2.9 -1.4
OALC OneAscent Large Cap Core ETF 6.4 86 -1 3.8 -0.5
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 6.4 56 29 7.3 +3.0
PAWZ ProShares Pet Care ETF 6.4 50 35 3.8 -0.5
EDOW First Trust Dow 30 Equal Weight ETF 6.4 50 35 4.7 +0.5
IWF iShares Russell 1000 Growth ETF 6.3 19 66 3.6 -0.7
OEI Optimized Equity Income ETF 6.3 75 10 3.5 -0.8
XTL State Street SPDR S&P Telecom ETF 6.3 35 50 2.0 -2.3
VOOV Vanguard S&P 500 Value ETF 6.3 7 78 5.8 +1.6
BGIG Bahl & Gaynor Income Growth ETF 6.3 45 40 4.6 +0.3
XLG Invesco S&P 500 Top 50 ETF 6.3 20 65 3.8 -0.5
SPXT ProShares S&P 500 Ex-Technology ETF 6.3 9 76 4.9 +0.7
SPYV State Street SPDR Portfolio S&P 500 Value ETF 6.3 4 81 5.9 +1.6
IVE iShares S&P 500 Value ETF 6.3 18 67 5.7 +1.5
MODL VictoryShares WestEnd U.S. Sector ETF 6.3 42 43 4.3 +0.0
VONG Vanguard Russell 1000 Growth ETF 6.2 7 78 3.7 -0.6
HART IQ Healthy Hearts ETF 6.2 45 40 5.7 +1.4
TECB iShares U.S. Tech Breakthrough Multisector ETF 6.2 40 45 3.6 -0.7
ROUS Hartford Multifactor US Equity ETF 6.2 19 66 5.7 +1.4
TRFK Pacer Data and Digital Revolution ETF 6.2 60 25 2.8 -1.4
DSPY Tema S&P 500 Historical Weight ETF 6.2 18 67 4.7 +0.4
QQQ Invesco QQQ Trust Series I 6.2 20 65 3.6 -0.7
QQQM Invesco NASDAQ 100 ETF 6.1 15 70 3.6 -0.7
JEPI JPMorgan Equity Premium Income ETF 6.1 35 50 4.8 +0.5
MDLV Morgan Dempsey Large Cap Value ETF 6.1 58 27 5.8 +1.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 6.0 32 53 4.2 -0.0
QDEF FlexShares Quality Dividend Defensive Index Fund 6.0 37 48 5.6 +1.3
PRXG Praxis Impact Large Cap Growth ETF 6.0 36 49 3.3 -1.0
BPAY BlackRock Future Financial and Technology ETF 6.0 70 15 5.8 +1.6
AUSF Global X Adaptive U.S. Factor ETF 5.9 27 58 8.1 +3.8
QTOP iShares Nasdaq Top 30 Stocks ETF 5.9 20 65 3.1 -1.1
IUSV iShares Core S&P US Value ETF 5.9 4 81 6.0 +1.8
AQEC AQE Core ETF 5.9 49 36 5.1 +0.9
IMCG iShares Morningstar Mid-Cap Growth ETF 5.9 6 79 3.7 -0.6
TTAC FCF US Quality ETF 5.9 59 26 5.3 +1.0
NACP Impact Shares NAACP Minority Empowerment ETF 5.9 49 36 4.2 -0.1
SCHG Schwab U.S. Large-Cap Growth ETF 5.8 4 81 3.5 -0.8
QLTY GMO U.S. Quality ETF 5.8 50 35 4.2 -0.1
TOPC iShares S&P 500 3% Capped ETF 5.8 15 70 4.6 +0.4
KNCT Invesco Next Gen Connectivity ETF 5.8 40 45 3.9 -0.4
EQWL Invesco S&P 100 Equal Weight ETF 5.8 25 60 5.7 +1.4
GLBL Pacer MSCI World Industry Advantage ETF 5.8 65 20 3.8 -0.5
QWLD SPDR MSCI World StrategicFactors ETF 5.8 30 55 5.3 +1.0
FIDU Fidelity MSCI Industrial Index ETF 5.7 8 77 3.7 -0.6
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 5.7 10 75 4.0 -0.3
RAFE PIMCO RAFI ESG U.S. ETF 5.7 29 56 6.7 +2.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 5.7 29 56 5.9 +1.7
IYZ iShares U.S. Telecommunications ETF 5.7 40 45 6.1 +1.9
VUG Vanguard Growth ETF 5.7 4 81 3.6 -0.7
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 5.7 30 55 7.6 +3.4
FCPI Fidelity Stocks for Inflation ETF 5.7 15 70 6.1 +1.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 5.7 10 75 3.9 -0.3
SNPE Xtrackers S&P 500 ESG ETF 5.7 10 75 4.6 +0.3
SNPV Xtrackers S&P 500 Value ESG ETF 5.7 15 70 5.8 +1.5
QUVU Hartford Quality Value ETF 5.6 46 39 5.9 +1.6
PEXL Pacer US Export Leaders ETF 5.6 60 25 3.5 -0.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 5.6 7 78 4.6 +0.3
VLUE iShares MSCI USA Value Factor ETF 5.6 15 70 7.9 +3.7
VALQ American Century U.S. Quality Value ETF 5.6 29 56 7.1 +2.9
DLN WisdomTree U.S. LargeCap Dividend Fund 5.6 28 57 5.6 +1.3
RW Rainwater Equity ETF 5.6 125 -40 3.0 -1.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 5.6 35 50 5.7 +1.5
QVML Invesco S&P 500 QVM Multi-factor ETF 5.6 11 74 4.6 +0.4
POWA Invesco Bloomberg Pricing Power ETF 5.6 40 45 5.6 +1.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 5.5 25 60 5.8 +1.5
DVND Touchstone Dividend Select ETF 5.5 67 18 5.5 +1.2
CGDG Capital Group Dividend Growers ETF 5.5 47 38 5.2 +1.0
RSPT Invesco S&P 500 Equal Weight Technology ETF 5.5 40 45 4.8 +0.5
DSI iShares MSCI KLD 400 Social ETF 5.5 25 60 4.4 +0.2
NOBL ProShares S&P 500 Dividend Aristocrats ETF 5.4 35 50 5.3 +1.1
FDVV Fidelity High Dividend ETF 5.4 15 70 7.0 +2.7
USCL iShares Climate Conscious & Transition MSCI USA ETF 5.4 8 77 4.6 +0.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 5.4 9 76 4.6 +0.3
CGUS Capital Group Core Equity ETF 5.4 33 52 3.8 -0.5
OEF iShares S&P 100 ETF 5.3 20 65 4.1 -0.2
VFMV Vanguard U.S. Minimum Volatility ETF 5.3 13 72 5.7 +1.5
SHE State Street SPDR MSCI USA Gender Diversity ETF 5.3 20 65 4.8 +0.6
USSE Segall Bryant & Hamill Select Equity ETF 5.3 65 20 3.2 -1.0
DJD Invesco Dow Jones Industrial Average Dividend ETF 5.3 7 78 6.6 +2.3
XHE State Street SPDR S&P Health Care Equipment ETF 5.3 35 50 3.8 -0.5
SIXG Defiance Connective Technologies ETF 5.3 30 55 3.4 -0.9
HRTS Tema Heart & Health ETF 5.2 75 10 2.9 -1.4
DIVS SmartETFs Dividend Builder ETF 5.2 65 20 4.5 +0.3
INRO iShares U.S. Industry Rotation Active ETF 5.2 42 43 3.8 -0.4
DTEC ALPS Disruptive Technologies ETF 5.2 50 35 3.8 -0.5
ENHU iShares Enhanced Large Cap Core Active ETF 5.2 22 63 4.4 +0.1
ILCG iShares Morningstar Growth ETF 5.2 4 81 3.3 -1.0
DFVX Dimensional US Large Cap Vector ETF 5.2 22 63 5.5 +1.2
AVUQ Avantis U.S. Quality ETF 5.2 15 70 3.8 -0.5
XLV Health Care Select Sector SPDR 5.2 8 77 6.5 +2.2
LGDX Intech S&P Large Cap Diversified Alpha ETF 5.2 25 60 4.4 +0.1
QDIV Global X S&P 500 Quality Dividend ETF 5.2 20 65 7.9 +3.6
ACWV iShares MSCI Global Min Vol Factor ETF 5.2 20 65 5.6 +1.4
MBOX Freedom Day Dividend ETF 5.2 39 46 7.1 +2.9
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 5.2 40 45 6.8 +2.6
EGUS iShares ESG Aware MSCI USA Growth ETF 5.2 18 67 3.3 -1.0
STXG Strive 1000 Growth ETF 5.2 18 67 3.4 -0.8
HAPI Harbor Human Capital Factor US Large Cap ETF 5.1 36 49 4.3 +0.1
QGRW WisdomTree U.S. Quality Growth Fund 5.1 28 57 3.1 -1.2
CSTK Invesco Comstock Contrarian Equity ETF 5.1 35 50 6.3 +2.0
USMF WisdomTree U.S. Multifactor Fund 5.1 28 57 6.6 +2.3
DIA SPDR Dow Jones Industrial Average ETF 5.1 16 69 5.0 +0.7
IWL iShares Russell Top 200 ETF 5.1 15 70 4.1 -0.2
PFI Invesco Dorsey Wright Financial Momentum ETF 5.1 60 25 5.2 +0.9
VIS Vanguard Industrials ETF 5.1 9 76 3.7 -0.5
MGC Vanguard Mega Cap ETF 5.1 7 78 4.1 -0.1
PDP Invesco Dorsey Wright Momentum ETF 5.1 62 23 1.6 -2.6
CATH Global X S&P 500 Catholic Values Custom ETF 5.1 29 56 4.3 +0.0
GGRW Gabelli Growth Innovators ETF 5.1 90 -5 2.1 -2.2
CHRI Global X S&P 500 Christian Values ETF 5.0 29 56 4.2 -0.1
IYH iShares U.S. Healthcare ETF 5.0 40 45 5.8 +1.5
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 5.0 52 33 5.0 +0.7
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 5.0 20 65 4.4 +0.1
SPXE ProShares S&P 500 Ex-Energy ETF 5.0 9 76 4.3 +0.1
GQQQ Astoria US Quality Growth Kings ETF 5.0 35 50 3.7 -0.6
PBUS Invesco MSCI USA ETF 5.0 4 81 4.5 +0.2
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 5.0 20 65 4.2 -0.0
DTD WisdomTree U.S. Total Dividend Fund 5.0 28 57 5.9 +1.6
GRNY Fundstrat Granny Shots US Large Cap ETF 4.9 75 10 2.3 -1.9
ESGU iShares ESG Aware MSCI USA ETF 4.9 15 70 4.4 +0.2
ROE Astoria US Quality Kings ETF 4.9 49 36 5.8 +1.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 4.9 30 55 4.1 -0.2
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 4.9 19 66 5.0 +0.8
EVX VanEck Environmental Services ETF 4.9 55 30 4.0 -0.3
CCSO Carbon Collective Climate Solutions US Equity ETF 4.9 35 50 1.0 -3.3
DSTL Distillate US Fundamental Stability & Value ETF 4.9 39 46 7.7 +3.4
FHLC Fidelity MSCI Health Care Index ETF 4.9 8 77 5.3 +1.1
IYC iShares U.S. Consumer Discretionary ETF 4.9 40 45 3.5 -0.7
PJP Invesco Pharmaceuticals ETF 4.9 57 28 7.3 +3.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 4.9 7 78 4.4 +0.1
STOX Horizon Core Equity ETF 4.8 70 15 3.8 -0.5
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 4.8 27 58 6.4 +2.1
CVLC Calvert US Large-Cap Core Responsible Index ETF 4.8 15 70 4.6 +0.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 4.8 10 75 4.5 +0.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 4.8 20 65 4.5 +0.3
ESGV Vanguard ESG U.S. Stock ETF 4.8 9 76 4.5 +0.2
SPYM State Street SPDR Portfolio S&P 500 ETF 4.8 2 83 4.5 +0.2
SFTY Horizon Managed Risk ETF 4.8 77 8 3.7 -0.6
IVV iShares Core S&P 500 ETF 4.8 3 82 4.5 +0.2
SPY SPDR S&P 500 ETF 4.8 9 76 4.4 +0.2
VOO Vanguard S&P 500 ETF 4.8 3 82 4.5 +0.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 4.8 2 83 4.4 +0.2
FDIG Fidelity Crypto Industry and Digital Payments ETF 4.8 39 46 -1.3 -5.6
XVV iShares ESG Screened S&P 500 ETF 4.8 8 77 4.4 +0.1
DIVZ TrueShares Low Volatility Equity Income ETF 4.8 65 20 5.8 +1.5
IYK iShares U.S. Consumer Staples ETF 4.8 40 45 5.7 +1.5
TOKE Cambria Cannabis ETF 4.8 42 43 1.0 -3.3
DIVE Dana Concentrated Dividend ETF 4.8 65 20 7.1 +2.8
IWFG IQ Winslow Focused Large Cap Growth ETF 4.8 65 20 2.3 -2.0
RSPH Invesco S&P 500 Equal Weight Health Care ETF 4.8 40 45 7.4 +3.2
JHDV John Hancock U.S. High Dividend ETF 4.8 34 51 6.5 +2.2
GXLC Global X U.S. 500 ETF 4.8 2 83 4.4 +0.1
SPXV ProShares S&P 500 Ex-Health Care ETF 4.8 9 76 4.2 -0.1
FELG Fidelity Enhanced Large Cap Growth ETF 4.7 18 67 3.5 -0.8
VV Vanguard Large-Cap ETF 4.7 4 81 4.4 +0.1
STRV Strive 500 ETF 4.7 5 80 4.4 +0.1
ILCB iShares Morningstar U.S. Equity ETF 4.7 3 82 4.4 +0.1
RVRB Reverb ETF 4.7 30 55 4.2 -0.1
VOTE TCW Transform 500 ETF 4.7 5 80 4.4 +0.1
BKLC BNY Mellon US Large Cap Core Equity ETF 4.7 0 85 4.4 +0.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.7 20 65 6.0 +1.7
RAUS RACWI US ETF 4.7 15 70 4.4 +0.2
GSPY Gotham Enhanced 500 ETF 4.7 50 35 4.7 +0.5
GDOC Goldman Sachs Future Health Care Equity ETF 4.7 75 10 0.9 -3.3
ADME Aptus Drawdown Managed Equity ETF 4.6 79 6 3.5 -0.7
LRGE ClearBridge Large Cap Growth ESG ETF 4.6 59 26 2.8 -1.5
BMED Future Health ETF 4.6 85 0 1.2 -3.1
FDMO Fidelity Momentum Factor ETF 4.6 15 70 2.7 -1.6
VICE AdvisorShares Vice ETF 4.6 99 -14 5.6 +1.3
FFOG Franklin Focused Growth ETF 4.6 61 24 1.7 -2.5
KLMN Invesco MSCI North America Climate ETF 4.6 9 76 4.6 +0.3
EQIN Columbia US Equity Income ETF 4.5 35 50 6.3 +2.0
SCHX Schwab U.S. Large-Cap ETF 4.5 3 82 4.5 +0.3
ABOT Abacus FCF Innovation Leaders ETF 4.5 69 16 4.0 -0.3
NETZ TCW Transform Systems ETF 4.5 75 10 1.5 -2.8
PY Principal Value ETF 4.5 15 70 7.2 +3.0
VHT Vanguard Health Care ETF 4.5 9 76 5.1 +0.8
SUSL iShares ESG MSCI USA Leaders ETF 4.5 10 75 4.5 +0.2
LCF Touchstone US Large Cap Focused ETF 4.5 69 16 3.8 -0.4
VONE Vanguard Russell 1000 ETF 4.5 7 78 4.5 +0.2
IWB iShares Russell 1000 ETF 4.5 15 70 4.4 +0.2
VYM Vanguard High Dividend Yield Index ETF 4.5 6 79 6.3 +2.0
IYY iShares Dow Jones U.S. ETF 4.4 20 65 4.3 +0.1
FUNL CornerCap Fundametrics Large-Cap ETF 4.4 50 35 6.1 +1.8
CGGR Capital Group Growth ETF 4.4 39 46 2.6 -1.6
MGK Vanguard Mega Cap Growth ETF 4.4 7 78 3.6 -0.7
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 4.4 3 82 4.6 +0.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 4.4 11 74 4.4 +0.1
FVD First Trust Value Line Dividend Index Fund 4.4 65 20 5.6 +1.3
DFUS Dimensional U.S. Equity ETF 4.4 9 76 4.4 +0.1
SCHK Schwab 1000 Index ETF 4.4 5 80 4.5 +0.3
PKB Invesco Building & Construction ETF 4.4 62 23 3.6 -0.6
TOV JLens 500 Jewish Advocacy U.S. ETF 4.4 18 67 4.2 -0.1
CFA VictoryShares US 500 Volatility Wtd ETF 4.4 35 50 5.4 +1.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 4.4 40 45 5.4 +1.1
ABIG Argent Large Cap ETF 4.4 49 36 4.6 +0.3
SCHV Schwab U.S. Large-Cap Value ETF 4.3 4 81 5.9 +1.6
FTC First Trust Large Cap Growth AlphaDEX Fund 4.3 59 26 2.0 -2.3
RFDA RiverFront Dynamic US Dividend Advantage ETF 4.3 52 33 5.5 +1.3
IWV iShares Russell 3000 ETF 4.3 20 65 4.3 +0.0
JHML John Hancock Multifactor Large Cap ETF 4.3 29 56 4.8 +0.5
ILCV iShares Morningstar Value ETF 4.3 4 81 5.6 +1.3
SCHB Schwab U.S. Broad Market ETF 4.3 3 82 4.5 +0.2
AVSU Avantis Responsible U.S. Equity ETF 4.2 15 70 5.4 +1.2
JMOM JPMorgan U.S. Momentum Factor ETF 4.2 12 73 3.7 -0.5
AIQ Global X Artificial Intelligence & Technology ETF 4.2 68 17 3.4 -0.9
VTHR Vanguard Russell 3000 ETF 4.2 7 78 4.4 +0.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 4.2 3 82 4.4 +0.1
SHRY First Trust Bloomberg Shareholder Yield ETF 4.2 60 25 8.4 +4.1
IBLC iShares Blockchain and Tech ETF 4.2 47 38 -1.3 -5.6
DHS WisdomTree U.S. High Dividend Fund 4.2 38 47 8.2 +4.0
VTI Vanguard Total Stock Market ETF 4.2 3 82 4.4 +0.1
AGRW Allspring LT Large Growth ETF 4.2 35 50 3.5 -0.8
SMHX VanEck Fabless Semiconductor ETF 4.2 35 50 2.8 -1.5
IWX iShares Russell Top 200 Value ETF 4.2 20 65 5.3 +1.1
GVIP Goldman Sachs Hedge Industry VIP ETF 4.2 45 40 2.7 -1.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4.2 10 75 4.6 +0.3
FFND Future Fund Active ETF 4.2 100 -15 4.6 +0.3
HDUS Hartford Disciplined US Equity ETF 4.2 19 66 5.0 +0.7
LRGF iShares U.S. Equity Factor ETF 4.1 8 77 4.9 +0.7
USRD Themes US R&D Champions ETF 4.1 29 56 4.3 +0.0
CRTC Xtrackers US National Critical Technologies ETF 4.1 35 50 4.3 +0.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.1 58 27 4.9 +0.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 4.1 14 71 4.4 +0.2
MDEV First Trust Indxx Medical Devices ETF 4.1 70 15 4.9 +0.7
DFAU Dimensional US Core Equity Market ETF 4.0 12 73 4.6 +0.3
IETC iShares U.S. Tech Independence Focused ETF 4.0 18 67 3.3 -1.0
IYM iShares U.S. Basic Materials ETF 4.0 40 45 4.6 +0.3
APUE ActivePassive U.S. Equity ETF 4.0 45 40 4.2 -0.0
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.9 15 70 4.4 +0.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.9 9 76 5.4 +1.2
BGDV Bahl & Gaynor Dividend ETF 3.9 45 40 4.1 -0.2
LCDS JPMorgan Fundamental Data Science Large Core ETF 3.9 30 55 4.3 +0.0
EVUS iShares ESG Aware MSCI USA Value ETF 3.9 18 67 5.8 +1.6
EUSA iShares MSCI USA Equal Weighted ETF 3.9 9 76 5.7 +1.5
VTV Vanguard Value ETF 3.9 4 81 6.1 +1.8
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 3.9 40 45 5.5 +1.2
EPS WisdomTree U.S. LargeCap Fund 3.9 8 77 5.1 +0.8
FIW First Trust Water ETF 3.9 53 32 5.0 +0.7
SSPY Syntax Stratified LargeCap ETF 3.8 30 55 6.3 +2.0
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 3.8 60 25 5.1 +0.8
LRND IQ U.S. Large Cap R&D Leaders ETF 3.8 14 71 4.2 -0.1
XLK Technology Select Sector SPDR 3.8 8 77 3.9 -0.4
VFQY Vanguard U.S. Quality Factor ETF 3.8 13 72 5.8 +1.6
SAGP Strategas Global Policy Opportunities ETF 3.8 65 20 4.8 +0.5
SFY SoFi Select 500 ETF 3.8 0 85 4.0 -0.2
SDY State Street SPDR S&P Dividend ETF 3.8 35 50 6.0 +1.8
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 3.7 41 44 5.0 +0.7
QGRO American Century U.S. Quality Growth ETF 3.7 29 56 4.0 -0.3
DCOR Dimensional US Core Equity 1 ETF 3.7 14 71 4.9 +0.6
KRMA Global X Conscious Companies ETF 3.7 43 42 5.6 +1.3
FBCV Fidelity Blue Chip Value ETF 3.7 59 26 6.1 +1.8
LST Leuthold Select Industries ETF 3.7 91 -6 5.3 +1.0
IXJ iShares Global Healthcare ETF 3.7 42 43 6.1 +1.9
FXH First Trust Health Care AlphaDEX Fund 3.6 62 23 5.0 +0.7
OCEN IQ Clean Oceans ETF 3.6 45 40 4.5 +0.3
RSP Invesco S&P 500 Equal Weight ETF 3.6 20 65 6.1 +1.9
KOKU Xtrackers MSCI Kokusai Equity ETF 3.6 9 76 4.7 +0.4
PRAY FIS Christian Stock Fund 3.6 69 16 4.1 -0.2
AVUS Avantis U.S. Equity ETF 3.6 15 70 5.1 +0.8
FTDS First Trust Dividend Strength ETF 3.6 70 15 7.1 +2.8
VUSG Vanguard Wellington U.S. Growth Active ETF 3.6 35 50 2.6 -1.7
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 3.6 49 36 4.9 +0.6
TOK iShares MSCI Kokusai ETF 3.6 26 59 4.6 +0.3
KAT Scharf ETF 3.6 87 -2 6.1 +1.8
DGLO First Trust RBA Deglobalization ETF 3.6 70 15 5.6 +1.3
SFGV Sequoia Global Value ETF 3.6 23 62 7.4 +3.1
SIZE iShares MSCI USA Size Factor ETF 3.6 15 70 5.7 +1.5
VO Vanguard Mid-Cap ETF 3.5 4 81 5.5 +1.2
IUS Invesco RAFI Strategic US ETF 3.5 19 66 6.0 +1.7
PTL Inspire 500 ETF 3.5 9 76 4.7 +0.4
EXI iShares Global Industrials ETF 3.5 42 43 3.7 -0.6
JGRO JPMorgan Active Growth ETF 3.5 44 41 2.5 -1.7
SPXN ProShares S&P 500 Ex-Financials ETF 3.5 9 76 4.2 -0.0
LRGC AB US Large Cap Strategic Equities ETF 3.5 48 37 4.1 -0.2
XOEF iShares S&P 500 ex S&P 100 ETF 3.5 20 65 4.9 +0.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 3.5 20 65 5.0 +0.8
SFYF SoFi Social 50 ETF 3.5 29 56 0.9 -3.4
FELC Fidelity Enhanced Large Cap Core ETF 3.5 18 67 4.7 +0.4
DFAC Dimensional U.S. Core Equity 2 ETF 3.5 17 68 5.0 +0.7
WCBR WisdomTree Cybersecurity Fund 3.5 45 40 2.9 -1.4
VOOG Vanguard S&P 500 Growth ETF 3.5 7 78 3.3 -1.0
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 3.5 49 36 8.1 +3.9
GOP Unusual Whales Subversive Republican Trading ETF 3.5 50 35 4.6 +0.4
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 3.5 4 81 3.3 -1.0
IVW iShares S&P 500 Growth ETF 3.5 18 67 3.2 -1.1
DEUS Xtrackers Russell US Multifactor ETF 3.5 17 68 6.7 +2.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 3.4 25 60 5.3 +1.0
HTEC ROBO Global Healthcare Technology and Innovation ETF 3.4 68 17 2.6 -1.7
DRUP GraniteShares Nasdaq Select Disruptors ETF 3.4 60 25 3.8 -0.5
URTH iShares MSCI World ETF 3.4 24 61 4.6 +0.3
USEW Cambria US EW ETF 3.4 30 55 4.3 +0.1
YLDE ClearBridge Dividend Strategy ESG ETF 3.4 60 25 5.1 +0.9
AIEQ AI Powered Equity ETF 3.3 75 10 4.0 -0.3
ACSI American Customer Satisfaction ETF 3.3 65 20 5.0 +0.7
DFLV Dimensional US Large Cap Value ETF 3.3 22 63 6.5 +2.3
WUGI AXS Esoterica NextG Economy ETF 3.3 75 10 1.8 -2.5
IOO iShares Global 100 ETF 3.3 41 44 4.2 -0.1
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.3 65 20 1.6 -2.7
IUSG iShares Core S&P U.S. Growth ETF 3.3 4 81 3.3 -0.9
PWV Invesco Large Cap Value ETF 3.2 55 30 6.6 +2.3
BLCR iShares Large Cap Core Active ETF 3.2 36 49 3.2 -1.1
DFSU Dimensional US Sustainability Core 1 ETF 3.2 18 67 4.9 +0.7
NULV Nuveen ESG Large-Cap Value ETF 3.2 26 59 5.5 +1.3
CGDV Capital Group Dividend Value ETF 3.2 33 52 4.1 -0.2
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.2 65 20 5.3 +1.0
PRXV Praxis Impact Large Cap Value ETF 3.2 36 49 5.9 +1.6
HGRO Hedgeye Quality Growth ETF 3.2 70 15 3.5 -0.7
HWAY Themes US Infrastructure ETF 3.2 29 56 5.1 +0.8
XRT State Street SPDR S&P Retail ETF 3.2 35 50 7.8 +3.5
IGV iShares Expanded Tech-Software Sector ETF 3.2 41 44 3.5 -0.7
AFLG First Trust Active Factor Large Cap ETF 3.2 55 30 5.3 +1.1
REVS Columbia Research Enhanced Value ETF 3.2 19 66 7.1 +2.9
IMCB iShares Morningstar Mid-Cap ETF 3.2 4 81 5.6 +1.3
KLMT Invesco MSCI Global Climate 500 ETF 3.2 10 75 5.3 +1.0
ZIG Acquirers Fund 3.2 84 1 20.6 +16.4
GINN Goldman Sachs Innovate Equity ETF 3.2 52 33 4.0 -0.3
GVUS Marketbeta Russell 1000 Value Equity ETF 3.1 12 73 5.8 +1.5
PAVE Global X U.S. Infrastructure Development ETF 3.1 47 38 4.6 +0.3
HLAL Wahed FTSE USA Shariah ETF 3.1 50 35 4.0 -0.3
VONV Vanguard Russell 1000 Value ETF 3.1 7 78 5.8 +1.6
IWD iShares Russell 1000 Value ETF 3.1 19 66 5.7 +1.5
TBG TBG Dividend Focus ETF 3.1 59 26 6.4 +2.1
MILN Global X Millennial Consumer ETF 3.1 50 35 4.1 -0.2
DGT State Street SPDR Global Dow ETF 3.1 50 35 6.0 +1.7
FNDX Schwab Fundamental US Large Co. Index ETF 3.1 25 60 6.6 +2.4
RWL Invesco S&P 500 Revenue ETF 3.1 39 46 6.1 +1.8
DIVY Sound Equity Dividend Income ETF 3.1 45 40 8.4 +4.2
SPGP Invesco S&P 500 GARP ETF 3.1 34 51 6.0 +1.8
ESGG FlexShares STOXX Global ESG Select Index Fund 3.1 42 43 4.5 +0.2
TMDV ProShares Russell US Dividend Growers ETF 3.1 35 50 6.3 +2.0
DFUV Dimensional US Marketwide Value ETF 3.0 22 63 6.6 +2.3
XNTK State Street SPDR NYSE Technology ETF 3.0 35 50 3.1 -1.1
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 3.0 61 24 1.5 -2.8
PRF Invesco FTSE RAFI US 1000 ETF 3.0 34 51 6.1 +1.8
PTF Invesco Dorsey Wright Technology Momentum ETF 3.0 60 25 -1.1 -5.3
ONEQ Fidelity Nasdaq Composite Index ETF 3.0 21 64 3.2 -1.1
ACWI iShares MSCI ACWI ETF 3.0 32 53 5.0 +0.7
SKYY First Trust Cloud Computing ETF 3.0 60 25 3.3 -0.9
GTEK Goldman Sachs Future Tech Leaders Equity ETF 3.0 75 10 2.5 -1.8
RJDI RJ Eagle GCM Dividend Select Income ETF 3.0 55 30 4.6 +0.4
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 3.0 12 73 3.8 -0.5
AGNG Global X Aging Population ETF 3.0 50 35 4.1 -0.2
ETHO Etho Climate Leadership U.S. ETF 3.0 47 38 4.8 +0.6
RGEF Rockefeller Global Equity ETF 2.9 55 30 4.1 -0.2
BUL Pacer US Cash Cows Growth ETF 2.9 60 25 3.5 -0.7
FITE State Street SPDR S&P Kensho Future Security ETF 2.9 45 40 1.3 -3.0
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.9 15 70 6.4 +2.1
LGRO Level Four Large Cap Growth Active ETF 2.9 55 30 4.0 -0.3
FDRR Fidelity Dividend ETF for Rising Rates 2.9 15 70 6.1 +1.9
NUMV Nuveen ESG Mid-Cap Value ETF 2.9 31 54 5.9 +1.7
FNDB Schwab Fundamental US Broad Market Index ETF 2.9 25 60 6.6 +2.4
YOKE Yoke Core ETF 2.8 42 43 3.9 -0.4
TPHD Timothy Plan High Dividend Stock ETF 2.8 52 33 6.0 +1.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.8 45 40 3.9 -0.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.8 75 10 3.5 -0.8
FLV American Century Focused Large Cap Value ETF 2.8 42 43 6.2 +1.9
DXUV Dimensional US Vector Equity ETF 2.8 28 57 5.6 +1.3
TIME Clockwise Core Equity & Innovation ETF 2.8 95 -10 2.3 -2.0
FSST Fidelity Sustainable U.S. Equity ETF 2.8 59 26 3.3 -1.0
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 2.8 15 70 8.6 +4.4
IGM iShares Expanded Tech Sector ETF 2.7 41 44 3.2 -1.0
SWP SWP Growth & Income ETF 2.7 99 -14 4.3 -0.0
FELV Fidelity Enhanced Large Cap Value ETF 2.7 18 67 6.0 +1.7
BFOR ALPS Barron's 400 ETF 2.7 65 20 5.2 +1.0
IDU iShares U.S. Utilities ETF 2.7 40 45 4.1 -0.2
SURE AdvisorShares Insiders Advantage ETF 2.7 90 -5 8.5 +4.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.7 12 73 4.7 +0.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.7 9 76 5.2 +0.9
RSPF Invesco S&P 500 Equal Weight Financials ETF 2.7 40 45 6.8 +2.5
CGGO Capital Group Global Growth Equity ETF 2.7 47 38 4.5 +0.2
MAGA Point Bridge America First ETF 2.7 72 13 5.2 +1.0
RPG Invesco S&P 500 Pure Growth ETF 2.7 35 50 2.9 -1.3
FVAL Fidelity Value Factor ETF 2.6 15 70 6.3 +2.0
LOGO Alpha Brands Consumption Leaders ETF 2.6 69 16 2.6 -1.7
VT Vanguard Total World Stock ETF 2.6 6 79 5.3 +1.1
QLC FlexShares US Quality Large Cap Index Fund 2.6 25 60 4.9 +0.6
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.6 65 20 7.9 +3.7
VFMO Vanguard U.S. Momentum Factor ETF 2.6 13 72 1.9 -2.4
GLOF iShares Global Equity Factor ETF 2.6 20 65 6.0 +1.7
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.6 52 33 5.3 +1.0
NXTG First Trust Indxx NextG ETF 2.6 70 15 4.7 +0.4
FFLC Fidelity Fundamental Large Cap Core ETF 2.5 38 47 4.1 -0.1
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 2.5 20 65 6.4 +2.2
RFFC ALPS Active Equity Opportunity ETF 2.5 48 37 3.8 -0.4
TPHE Timothy Plan High Dividend Stock Enhanced ETF 2.5 54 31 5.8 +1.5
FXZ First Trust Materials AlphaDEX Fund 2.5 61 24 7.3 +3.0
AKAF The Frontier Economic Fund 2.5 20 65 5.3 +1.1
VGT Vanguard Information Technology ETF 2.5 9 76 3.6 -0.7
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 2.4 20 65 7.5 +3.2
CSMD Congress SMid Growth ETF 2.4 69 16 3.6 -0.7
STXV Strive 1000 Value ETF 2.4 18 67 7.1 +2.8
AVLV Avantis U.S. Large Cap Value ETF 2.4 15 70 6.2 +2.0
FMED Fidelity Disruptive Medicine ETF 2.4 50 35 -1.2 -5.5
MNZL Manzil Russell Halal USA Broad MarketETF 2.3 40 45 4.2 -0.1
TMFX Motley Fool Next Index ETF 2.3 50 35 3.1 -1.1
LIVR Intelligent Livermore ETF 2.3 69 16 2.8 -1.4
BLOK Amplify Transformational Data Sharing ETF 2.3 75 10 -0.1 -4.4
QTUM Defiance Quantum ETF 2.3 40 45 4.9 +0.6
LQPE PEO AlphaQuest Thematic PE ETF 2.3 125 -40 5.3 +1.0
IGPT Invesco AI and Next Gen Software ETF 2.3 60 25 3.5 -0.8
BEEX BeeHive ETF 2.3 84 1 4.0 -0.3
DIVL Madison Dividend Value ETF 2.3 65 20 4.8 +0.5
BITQ Bitwise Crypto Industry Innovators ETF 2.3 85 0 -2.3 -6.6
SMH VanEck Semiconductor ETF 2.3 35 50 2.8 -1.4
SMRI Bushido Capital US Equity ETF 2.3 71 14 8.5 +4.2
FTEC Fidelity MSCI Information Technology Index ETF 2.3 8 77 3.6 -0.7
GURU Global X Guru Index ETF 2.3 75 10 2.6 -1.6
MDCP VictoryShares THB Mid Cap ESG ETF 2.3 55 30 4.6 +0.4
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.3 60 25 5.3 +1.0
JAVA JPMorgan Active Value ETF 2.3 44 41 5.8 +1.5
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.2 50 35 8.9 +4.6
VFMF Vanguard U.S. Multifactor ETF 2.2 18 67 7.2 +2.9
GXPT Global X PureCap MSCI Information Technology ETF 2.2 25 60 3.7 -0.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.2 18 67 7.0 +2.8
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 2.2 57 28 3.2 -1.0
ITAN Sparkline Intangible Value ETF 2.2 50 35 6.5 +2.3
GEW Cambria Global EW ETF 2.2 29 56 5.6 +1.3
VLU State Street SPDR S&P 1500 Value Tilt ETF 2.2 12 73 6.6 +2.3
AVIE Avantis  Inflation Focused Equity ETF 2.2 25 60 6.1 +1.8
OPTZ Optimize Strategy Index ETF 2.2 50 35 4.2 -0.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.1 64 21 1.4 -2.8
ICAP InfraCap Equity Income Fund ETF 2.1 171 -86 4.7 +0.4
IXN iShares Global Tech ETF 2.1 41 44 3.3 -1.0
GCOW Pacer Global Cash Cows Dividend ETF 2.1 60 25 9.1 +4.9
TDIV First Trust NASDAQ Technology Dividend Index Fund 2.1 50 35 5.5 +1.3
GDIV Harbor Dividend Growth Leaders ETF 2.1 50 35 4.2 -0.0
IWR iShares Russell Midcap ETF 2.1 19 66 5.7 +1.4
AIVC Amplify Bloomberg AI Value Chain ETF 2.1 59 26 5.1 +0.8
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 2.0 55 30 9.6 +5.4
SNSR Global X Internet of Things ETF 2.0 68 17 4.3 -0.0
RNSC Furst Trust Small Cap US Equity Select ETF 2.0 60 25 4.7 +0.4
JGLO JPMorgan Global Select Equity ETF 2.0 33 52 4.4 +0.2
DIVG Invesco S&P 500 High Dividend Growers ETF 2.0 39 46 7.7 +3.4
AVMC Avantis U.S. Mid Cap Equity ETF 2.0 18 67 6.3 +2.1
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 2.0 40 45 2.5 -1.8
QVAL Alpha Architect US Quantitative Value ETF 2.0 39 46 10.0 +5.7
NUDV Nuveen ESG Dividend ETF 2.0 26 59 6.2 +2.0
FMDE Fidelity Enhanced Mid Cap ETF 2.0 23 62 5.7 +1.5
EQAL Invesco Russell 1000 Equal Weight ETF 2.0 20 65 6.3 +2.0
MOAT VanEck Morningstar Wide Moat ETF 1.9 46 39 5.6 +1.3
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 1.9 40 45 5.7 +1.5
FDCF Fidelity Disruptive Communications ETF 1.9 50 35 2.0 -2.2
JPEF JPMorgan Equity Focus ETF 1.8 50 35 3.9 -0.3
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.8 38 47 7.0 +2.7
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.8 35 50 7.0 +2.7
SMOT VanEck Morningstar SMID Moat ETF 1.8 49 36 6.8 +2.5
RNMC First Trust Mid Cap US Equity Select ETF 1.8 60 25 6.6 +2.3
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.8 60 25 10.1 +5.8
FXL First Trust Technology AlphaDEX Fund 1.7 61 24 6.2 +2.0
RECS Columbia Research Enhanced Core ETF 1.7 15 70 5.6 +1.3
AVMV Avantis U.S. Mid Cap Value ETF 1.7 20 65 7.7 +3.4
KOCG FIS Knights of Columbus Global Belief ETF 1.7 75 10 4.3 +0.1
WRND IQ Global Equity R&D Leaders ETF 1.6 18 67 4.3 +0.0
BCDF Horizon Kinetics Blockchain Development ETF 1.6 85 0 3.7 -0.6
WSGE Warren Street Global Equity ETF 1.6 80 5 3.0 -1.2
SPDV AAM S&P 500 High Dividend Value ETF 1.6 29 56 11.2 +7.0
TRFM AAM Transformers ETF 1.6 49 36 1.2 -3.1
FEX First Trust Large Cap Core AlphaDEX Fund 1.6 59 26 5.3 +1.1
FMKT The Free Markets ETF 1.6 76 9 4.3 +0.0
SIXL ETC 6 Meridian Low Beta Equity ETF 1.5 80 5 5.8 +1.5
MEDI Harbor Health Care ETF 1.5 80 5 -1.4 -5.7
SDOG ALPS Sector Dividend Dogs ETF 1.5 36 49 8.6 +4.3
FBCG Fidelity Blue Chip Growth ETF 1.5 59 26 2.4 -1.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.5 24 61 7.5 +3.2
ABEQ Absolute Select Value ETF 1.5 85 0 4.2 -0.0
VSDA VictoryShares Dividend Accelerator ETF 1.5 35 50 6.5 +2.3
IQM Franklin Intelligent Machines ETF 1.4 50 35 1.3 -2.9
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 1.4 60 25 8.1 +3.9
SMAP Amplify Small-Mid Cap Equity ETF 1.4 60 25 4.8 +0.5
JHMM John Hancock Multifactor Mid Cap ETF 1.4 42 43 5.7 +1.5
BWEB Bitwise Web3 ETF 1.4 85 0 -0.1 -4.3
EBI Longview Advantage ETF 1.4 35 50 6.3 +2.1
FEGE First Eagle Global Equity ETF 1.4 79 6 6.1 +1.8
XT iShares Exponential Technologies ETF 1.3 46 39 4.3 +0.1
BLES Inspire Global Hope ETF 1.3 61 24 6.0 +1.8
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.3 58 27 3.7 -0.5
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 1.3 60 25 3.3 -1.0
SRHQ SRH U.S. Quality ETF 1.3 35 50 6.7 +2.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.3 65 20 5.0 +0.7
DEW WisdomTree Global High Dividend Fund 1.3 58 27 7.4 +3.1
WLDR Affinity World Leaders Equity ETF 1.3 67 18 6.6 +2.3
FDWM Fidelity Women's Leadership ETF 1.2 59 26 3.7 -0.6
VFLO VictoryShares Free Cash Flow ETF 1.2 39 46 8.2 +3.9
PINK Simplify Health Care ETF 1.2 50 35 1.0 -3.3
RND First Trust Bloomberg R&D Leaders ETF 1.2 60 25 2.6 -1.7
NVIR Horizon Kinetics Energy and Remediation ETF 1.2 85 0 5.0 +0.7
ROBO ROBO Global Robotics & Automation Index ETF 1.2 95 -10 2.8 -1.5
FLDZ RiverNorth Patriot ETF 1.2 75 10 5.8 +1.5
YNOT Horizon Digital Frontier ETF 1.2 75 10 2.9 -1.4
DVY iShares Select Dividend ETF 1.1 38 47 8.2 +3.9
TAX Cambria Tax Aware ETF 1.1 49 36 4.5 +0.2
JVAL JPMorgan U.S. Value Factor ETF 1.1 12 73 7.5 +3.3
JDOC JPMorgan Healthcare Leaders ETF 1.1 65 20 3.5 -0.8
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 10 6.6 +2.4
CVAR Cultivar ETF 1.0 87 -2 7.1 +2.8
RSHO Tema American Reshoring ETF 1.0 75 10 4.0 -0.3
PKW Invesco Buyback Achievers ETF 1.0 62 23 7.6 +3.3
WTV WisdomTree US Value Fund of Benef Interest 1.0 12 73 8.1 +3.8
SDG iShares MSCI Global Sustainable Development Goals ETF 0.9 49 36 4.7 +0.5
RBLD First Trust Alerian US NextGen Infrastructure ETF 0.9 65 20 4.0 -0.2
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.9 25 60 11.9 +7.7
FSGS First Trust SMID Growth Strength ETF 0.9 60 25 5.0 +0.7
FEOE First Eagle Overseas Equity ETF 0.9 79 6 6.3 +2.0
RCGE RockCreek Global Equality ETF 0.9 95 -10 6.3 +2.0
FSCS First Trust SMID Capital Strength ETF 0.9 60 25 6.9 +2.6
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.8 61 24 -0.7 -5.0
IYW iShares U.S. Technology ETF 0.8 40 45 3.5 -0.8
IWS iShares Russell Mid-Cap Value ETF 0.8 23 62 6.5 +2.2
SPHB Invesco S&P 500 High Beta ETF 0.8 25 60 4.3 +0.0
XSW State Street SPDR S&P Software & Services ETF 0.8 35 50 3.0 -1.3
AGIX KraneShares Artificial Intelligence and Technology ETF 0.8 99 -14 1.5 -2.8
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 0.8 61 24 6.2 +1.9
FXU First Trust Utilities AlphaDEX Fund 0.8 64 21 5.0 +0.7
AOTG AOT Growth and Innovation ETF 0.8 75 10 1.5 -2.7
GVLU Gotham 1000 Value ETF 0.8 50 35 8.4 +4.2
MFVL Motley Fool Value Factor ETF 0.7 50 35 5.7 +1.4
OGIG ALPS O'Shares Global Internet Giants ETF 0.7 48 37 2.5 -1.8
HELX Franklin Genomic Advancements ETF 0.7 50 35 -1.4 -5.7
AESR Anfield U.S. Equity Sector Rotation ETF 0.7 108 -23 3.3 -1.0
AIS VistaShares Artificial Intelligence Supercycle ETF 0.7 75 10 1.7 -2.6
IMCV iShares Morningstar Mid-Cap Value ETF 0.7 6 79 7.3 +3.0
MFIG Motley Fool Innovative Growth Factor ETF 0.7 50 35 2.9 -1.4
GINX SGI Enhanced Global Income ETF 0.7 98 -13 7.0 +2.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.7 15 70 5.5 +1.2
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.7 20 65 0.9 -3.4
XLY Consumer Discretionary Select Sector SPDR 0.6 8 77 4.4 +0.2
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.6 47 38 4.9 +0.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.6 79 6 4.6 +0.3
PNQI Invesco NASDAQ Internet ETF 0.6 60 25 3.7 -0.6
USCF Themes US Cash Flow Champions ETF 0.6 29 56 7.8 +3.6
WCEO Hypatia Women CEO ETF 0.6 85 0 5.1 +0.9
FFF Founders 100 ETF 0.5 75 10 2.7 -1.6
TMAT Main Thematic Innovation ETF 0.5 164 -79 -2.0 -6.3
TRUT VanEck Technology TruSector ETF 0.5 13 72 4.2 -0.1
GXPD Global X PureCap MSCI Consumer Discretionary ETF 0.4 25 60 3.6 -0.7
STXM Strive Mid-Cap ETF 0.4 18 67 5.7 +1.4
MFMO Motley Fool Momentum Factor ETF 0.4 50 35 2.3 -1.9
VCR Vanguard Consumer Discretionary ETF 0.4 9 76 4.5 +0.2
AFMC First Trust Active Factor Mid Cap ETF 0.4 65 20 7.6 +3.3
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.4 8 77 4.5 +0.2
LGCF Themes US Cash Flow Champions ETF 0.4 30 55 7.5 +3.2
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.4 20 65 9.0 +4.8
RXI iShares Global Consumer Discretionary ETF 0.4 41 44 8.0 +3.8
VBR Vanguard Small Cap Value ETF 0.4 7 78 8.3 +4.1
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.4 60 25 6.0 +1.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.4 4 81 5.9 +1.6
XDAT Franklin Exponential Data ETF 0.4 50 35 1.3 -3.0
SCHM Schwab U.S. Mid-Cap ETF 0.4 4 81 6.3 +2.0
IYF iShares U.S. Financials ETF 0.4 40 45 6.1 +1.8
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.3 61 24 8.0 +3.7
IVRS iShares Future Metaverse Tech and Communications ETF 0.3 47 38 5.0 +0.7
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.3 35 50 5.2 +1.0
VB Vanguard Small-Cap ETF 0.2 5 80 5.6 +1.3
SMMD iShares Russell 2500 ETF 0.2 15 70 6.1 +1.8
FNDA Schwab Fundamental US Small Co. Index ETF 0.2 25 60 6.7 +2.4
MTUM iShares MSCI USA Momentum Factor ETF 0.2 15 70 2.8 -1.5
FTA First Trust Large Cap Value AlphaDEX Fund 0.2 59 26 7.9 +3.6
VFVA Vanguard U.S. Value Factor ETF 0.1 13 72 10.0 +5.7
FAB First Trust Multi Cap Value AlphaDEX Fund 0.1 67 18 9.0 +4.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.1 39 46 2.5 -1.7
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 20 0.0 -4.3

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:		 SMI 3Fourteen Full-Cycle Trend ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

UNDERWEIGHT
Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 39.9 %
Divided by: Fwd. P/BV 7.8 x
Less: Expense ratio 85 bp
Equals: ALTAR Score 4.3 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.61 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.