SMI 3Fourteen Full-Cycle Trend ETF
ALTAR
Score™		 3.6% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 27.8x P/Sales
ratio		 5.2x
P/BV
ratio		 9.1x Div.
yield		 1.6%


  • 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) $219
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) $150,836
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 December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-3.8% -3.8% -- -- 1.0%

Market Correlations
versus... Beta R-squared
S&P500 0.90 76%
MSCI EAFE 0.86 51%
MSCI Emg. Mkts. 0.70 38%

Technical Indicators
Recent close $25.89
30d moving avg. $25.17
Annualized volatility 13.1%
Short interest (ETF) 0.1%
Relative strength (RSI) 57

Liquidity measures
Avg. volume (thou.) 52
Turnover 0.6%
Bid/Ask (% of price) 0.08%
ADV underlying (mns) $16,914

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 710 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™: 3.6%


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
(%)
QQLV Invesco QQQ Low Volatility ETF 26.7 25 60 4.4 +0.8
BEEZ Honeytree U.S. Equity ETF 23.7 64 21 3.2 -0.4
OUSA ALPS O'Shares U.S. Quality Dividend ETF 19.3 48 37 5.1 +1.6
SPHQ Invesco S&P 500 Quality ETF 18.7 15 70 4.6 +1.0
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 18.6 15 70 6.3 +2.7
JGRW Jensen Quality Growth ETF 18.0 57 28 3.6 0.0
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 18.0 49 36 4.7 +1.2
SXQG ETC 6 Meridian Quality Growth ETF 17.2 100 -15 3.8 +0.3
PWB Invesco Large Cap Growth ETF 17.2 56 29 2.0 -1.6
TMFE Motley Fool Capital Efficiency 100 Index ETF 16.9 50 35 3.3 -0.3
MBCC Monarch Blue Chips Core ETF 16.6 125 -40 3.5 -0.1
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 16.4 39 46 3.4 -0.2
EMOT First Trust S&P 500 Economic Moat ETF 16.0 60 25 6.4 +2.8
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 15.4 75 10 4.7 +1.1
FTCS First Trust Capital Strength ETF 15.3 55 30 4.9 +1.4
XPND First Trust Expanded Technology ETF 14.6 65 20 2.9 -0.7
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 14.6 15 70 5.8 +2.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 14.5 29 56 3.8 +0.2
VEGN US Vegan Climate ETF 14.5 60 25 3.8 +0.2
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 14.3 60 25 4.4 +0.8
IYJ iShares U.S. Industrials ETF 14.1 40 45 3.9 +0.3
LEAD Siren DIVCON Leaders Dividend ETF 14.0 43 42 3.6 +0.0
IHI iShares U.S. Medical Devices ETF 13.9 40 45 3.5 -0.1
FTGS First Trust Growth Strength ETF 13.9 60 25 3.6 +0.0
LVDS JPMorgan Fundamental Data Science Large Value ETF 13.6 49 36 5.7 +2.2
PCGG Polen Capital Global Growth ETF 13.0 85 0 3.4 -0.2
USMC Principal U.S. Mega-Cap ETF 12.7 12 73 3.9 +0.4
SEMG Suncoast Select Growth ETF 12.1 60 25 3.3 -0.3
DUHP Dimensional US High Profitability ETF 11.9 21 64 5.0 +1.4
QUAL iShares MSCI USA Quality Factor ETF 11.6 15 70 4.3 +0.8
CZAR Themes Natural Monopoly ETF 11.4 35 50 4.9 +1.3
NULG Nuveen ESG Large-Cap Growth ETF 11.4 26 59 2.7 -0.9
STXD Strive 1000 Dividend Growth ETF 11.4 35 50 4.2 +0.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 11.3 70 15 4.6 +1.0
FDFF Fidelity Disruptive Finance ETF 11.2 50 35 3.9 +0.3
XLF The Financial Select Sector SPDR Fund 10.9 8 77 5.2 +1.7
FNCL Fidelity MSCI Financials Index ETF 10.9 8 77 5.6 +2.0
TDV ProShares S&P Technology Dividend Aristocrats ETF 10.8 45 40 5.0 +1.4
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 10.7 15 70 4.4 +0.8
IYG iShares US Financial Services ETF 10.7 40 45 4.7 +1.2
AKRE Akre Focus ETF 10.7 106 -21 3.2 -0.4
PFM Invesco Dividend Achievers ETF 10.5 53 32 4.6 +1.1
FDLO Fidelity Low Volatility Factor ETF 10.5 15 70 4.8 +1.2
INCE Franklin Income Equity Focus ETF 10.4 29 56 5.0 +1.4
VIG Vanguard Dividend Appreciation ETF 10.4 5 80 4.9 +1.3
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 10.2 58 27 3.9 +0.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 10.1 60 25 3.3 -0.3
GXPS Global X PureCap MSCI Consumer Staples ETF 10.1 25 60 4.8 +1.3
KXI iShares Global Consumer Staples ETF 10.1 41 44 5.3 +1.7
XLP The Consumer Staples Select Sector SPDR Fund 10.1 8 77 5.8 +2.2
TMFM Motley Fool Mid-Cap Growth ETF 10.1 85 0 2.5 -1.1
TMFG Motley Fool Global Opportunities ETF 10.0 85 0 3.5 -0.1
QNXT iShares Nasdaq-100 ex Top 30 ETF 10.0 20 65 4.2 +0.6
JQUA JPMorgan U.S. Quality Factor ETF 10.0 12 73 5.0 +1.5
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 10.0 60 25 2.7 -0.9
BELT iShares Long-Term U.S. Equity Active ETF 10.0 75 10 2.2 -1.3
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 9.9 8 77 5.5 +2.0
VDC Vanguard Consumer Staples ETF 9.9 9 76 5.5 +2.0
SPMV Invesco S&P 500 Minimum Variance ETF 9.8 10 75 4.9 +1.4
CIBR First Trust NASDAQ Cybersecurity ETF 9.7 60 25 3.6 0.0
VFH Vanguard Financials ETF 9.7 9 76 5.6 +2.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 9.5 38 47 5.7 +2.1
QUS State Street SPDR MSCI USA StrategicFactors ETF 9.5 15 70 4.9 +1.4
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 9.3 29 56 5.9 +2.3
RUNN Running Oak Efficient Growth ETF 9.0 58 27 4.4 +0.8
YALL God Bless America ETF 8.9 65 20 3.9 +0.4
KONG Formidable Fortress ETF 8.9 89 -4 4.9 +1.4
NULC Nuveen ESG Large-Cap ETF 8.9 21 64 4.4 +0.8
VOT Vanguard Mid-Cap Growth ETF 8.9 7 78 3.0 -0.6
RTH VanEck Retail ETF 8.9 35 50 4.5 +0.9
THRO iShares U.S. Thematic Rotation Active ETF 8.8 90 -5 3.0 -0.6
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 8.8 35 50 3.6 +0.0
DURA VanEck Durable High Dividend ETF 8.8 29 56 6.7 +3.1
LQPE PEO AlphaQuest Thematic PE ETF 8.8 125 -40 6.0 +2.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 8.8 19 66 5.3 +1.8
SNPG Xtrackers S&P 500 Growth ESG ETF 8.7 15 70 3.6 +0.1
BRIF FIS Bright Portfolios Focused Equity ETF 8.7 65 20 3.9 +0.4
HDV iShares Core High Dividend ETF 8.7 8 77 6.5 +2.9
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 8.7 49 36 3.4 -0.2
SGLC SGI U.S. Large Cap Core ETF 8.5 85 0 3.2 -0.3
TOLL Tema Durable Quality ETF 8.5 75 10 4.1 +0.6
BDIV AAM Brentview Dividend Growth ETF 8.5 49 36 3.7 +0.1
ANEW ProShares MSCI Transformational Changes ETF 8.5 45 40 4.6 +1.0
GQI Natixis Gateway Quality Income ETF 8.5 34 51 4.1 +0.6
DEMZ Democratic Large Cap Core ETF 8.5 45 40 3.8 +0.2
RSPN Invesco S&P 500 Equal Weight Industrials ETF 8.5 40 45 4.3 +0.7
SPLV Invesco S&P 500 Low Volatility ETF 8.5 25 60 5.2 +1.6
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 8.5 25 60 5.2 +1.6
USMV iShares MSCI USA Min Vol Factor ETF 8.4 15 70 5.0 +1.5
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 8.4 5 80 7.1 +3.6
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 8.3 60 25 5.7 +2.1
IEDI iShares U.S. Consumer Focused ETF 8.3 18 67 4.5 +0.9
VUSE Vident U.S. Equity Strategy ETF 8.3 50 35 3.5 -0.1
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 8.3 49 36 3.5 -0.1
PSET Principal Quality ETF 8.3 15 70 4.6 +1.0
FTCE First Trust New Constructs Core Earnings Leaders ETF 8.3 60 25 4.5 +0.9
JSTC Adasina Social Justice All Cap Global ETF 8.2 89 -4 4.2 +0.6
TMFC Motley Fool 100 Index ETF 8.2 50 35 2.9 -0.7
VSLU Applied Finance Valuation Large Cap ETF 8.2 49 36 4.7 +1.1
DGRO iShares Core Dividend Growth ETF 8.2 8 77 5.8 +2.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 8.2 60 25 3.6 0.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 8.0 18 67 5.0 +1.4
LCLG Logan Capital Broad Innovative Growth ETF 7.9 99 -14 2.9 -0.7
JOET Virtus Terranova US Quality Momentum ETF 7.9 29 56 4.2 +0.6
FLQL Franklin LibertyQ U.S. Equity ETF 7.9 15 70 4.5 +1.0
CWS AdvisorShares Focused Equity ETF 7.9 84 1 4.6 +1.0
SPMO Invesco S&P 500 Momentum ETF 7.9 13 72 3.4 -0.1
MID American Century Mid Cap Growth Impact ETF 7.9 45 40 2.9 -0.7
ABIG Argent Large Cap ETF 7.9 49 36 4.0 +0.5
CHGX AXS Change Finance ESG ETF 7.9 49 36 4.4 +0.8
ACVF American Conservative Values ETF 7.9 75 10 3.6 +0.1
FLRG Fidelity U.S. Multifactor ETF 7.8 15 70 6.0 +2.4
LOWV AB US Low Volatility Equity ETF 7.8 48 37 4.5 +1.0
DIVB iShares Core Dividend ETF 7.7 5 80 7.3 +3.7
TOPT iShares Top 20 U.S. Stocks ETF 7.6 20 65 3.3 -0.3
WOMN Impact Shares YWCA Women's Empowerment ETF 7.5 75 10 4.8 +1.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 7.5 12 73 3.6 +0.0
FDG American Century Focused Dynamic Growth ETF 7.5 45 40 1.6 -2.0
NUMG Nuveen ESG Mid-Cap Growth ETF 7.5 31 54 2.2 -1.4
DUNK Dana Unconstrained Equity ETF 7.4 75 10 1.9 -1.7
ABFL Abacus FCF Leaders ETF 7.4 59 26 3.8 +0.2
IXG iShares Global Financials ETF 7.4 42 43 5.8 +2.3
QLV FlexShares US Quality Low Volatility Index Fund 7.4 22 63 5.1 +1.5
NANC Unusual Whales Subversive Democratic Trading ETF 7.3 75 10 2.8 -0.8
BIBL Inspire 100 ETF 7.3 35 50 4.4 +0.9
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 7.3 12 73 5.4 +1.8
FDN First Trust Dow Jones Internet Index Fund 7.3 52 33 2.5 -1.0
FDND FT Vest Dow Jones Internet & Target Income ETF 7.3 75 10 2.3 -1.3
UDI USCF Dividend Income Fund 7.2 65 20 7.2 +3.7
XLI The Industrial Select Sector SPDR Fund 7.2 8 77 3.7 +0.1
XMAG Defiance Large Cap ex-Mag 7 ETF 7.2 35 50 4.5 +0.9
RDVY First Trust Rising Dividend Achievers ETF 7.2 50 35 5.2 +1.7
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 7.1 65 20 2.9 -0.7
ZECP Zacks Earnings Consistent Portfolio ETF 7.1 55 30 4.2 +0.6
SCHD Schwab US Dividend Equity ETF 7.0 6 79 8.9 +5.3
BUYZ Franklin Disruptive Commerce ETF 7.0 50 35 2.0 -1.6
BMVP Invesco Bloomberg MVP Multi-factor ETF 7.0 29 56 6.4 +2.8
CHPX Global X AI Semiconductor & Quantum ETF 6.9 50 35 2.6 -1.0
IWY iShares Russell Top 200 Growth ETF 6.8 20 65 3.2 -0.3
QDF FlexShares Quality Dividend Index Fund 6.8 37 48 5.4 +1.8
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 6.7 65 20 4.2 +0.6
CAML Congress Large Cap Growth ETF 6.7 66 19 2.5 -1.1
AIEQ AI Powered Equity ETF 6.7 75 10 4.0 +0.4
FQAL Fidelity Quality Factor ETF 6.7 15 70 4.8 +1.2
XTL State Street SPDR S&P Telecom ETF 6.7 35 50 1.2 -2.4
SUSA iShares MSCI USA ESG Select ETF 6.6 25 60 3.9 +0.4
DGRW WisdomTree US Quality Dividend Growth Fund 6.6 28 57 4.8 +1.2
IWP iShares Russell Mid-Cap Growth ETF 6.6 23 62 2.6 -1.0
RAYD Rayliant Quantitative Developed Market Equity ETF 6.6 80 5 4.5 +0.9
SIXA ETC 6 Meridian Mega Cap Equity ETF 6.6 80 5 6.1 +2.6
DIVL Madison Dividend Value ETF 6.5 65 20 4.8 +1.2
DAK Dakota Active Equity ETF 6.5 43 42 3.7 +0.1
QQMG Invesco ESG NASDAQ 100 ETF 6.5 20 65 3.3 -0.3
TECB iShares U.S. Tech Breakthrough Multisector ETF 6.5 40 45 3.1 -0.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 6.5 9 76 4.1 +0.5
EDOW First Trust Dow 30 Equal Weight ETF 6.4 50 35 4.6 +1.0
OALC OneAscent Large Cap Core ETF 6.4 86 -1 3.4 -0.2
BGIG Bahl & Gaynor Income Growth ETF 6.4 45 40 4.7 +1.1
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 6.4 56 29 5.8 +2.2
PAWZ ProShares Pet Care ETF 6.4 50 35 3.5 -0.1
IVE iShares S&P 500 Value ETF 6.3 18 67 5.4 +1.8
SPYV State Street SPDR Portfolio S&P 500 Value ETF 6.3 4 81 5.5 +2.0
IWF iShares Russell 1000 Growth ETF 6.3 19 66 3.2 -0.4
OEI Optimized Equity Income ETF 6.3 75 10 3.2 -0.4
DSPY Tema S&P 500 Historical Weight ETF 6.3 18 67 4.4 +0.9
XLG Invesco S&P 500 Top 50 ETF 6.3 20 65 3.5 -0.1
SPXT ProShares S&P 500 Ex-Technology ETF 6.3 9 76 4.8 +1.3
MODL VictoryShares WestEnd U.S. Sector ETF 6.3 42 43 3.9 +0.4
HART IQ Healthy Hearts ETF 6.2 45 40 5.4 +1.8
ROUS Hartford Multifactor US Equity ETF 6.2 19 66 6.1 +2.5
AUSF Global X Adaptive U.S. Factor ETF 6.2 27 58 7.9 +4.4
QQQ Invesco QQQ Trust Series I 6.2 20 65 3.3 -0.3
QQQM Invesco NASDAQ 100 ETF 6.1 15 70 3.4 -0.2
JEPI JPMorgan Equity Premium Income ETF 6.1 35 50 4.9 +1.3
TRFK Pacer Data and Digital Revolution ETF 6.1 60 25 2.7 -0.9
VOOG Vanguard S&P 500 Growth ETF 6.1 7 78 3.3 -0.3
EGUS iShares ESG Aware MSCI USA Growth ETF 6.1 18 67 2.9 -0.7
VUG Vanguard Growth ETF 6.1 4 81 3.3 -0.3
VONG Vanguard Russell 1000 Growth ETF 6.1 7 78 3.4 -0.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 6.0 32 53 4.3 +0.7
QDEF FlexShares Quality Dividend Defensive Index Fund 6.0 37 48 5.3 +1.7
MDLV Morgan Dempsey Large Cap Value ETF 6.0 58 27 6.6 +3.0
IMCG iShares Morningstar Mid-Cap Growth ETF 6.0 6 79 3.6 +0.0
IUSV iShares Core S&P US Value ETF 6.0 4 81 5.7 +2.1
BPAY BlackRock Future Financial and Technology ETF 6.0 70 15 5.5 +2.0
NACP Impact Shares NAACP Minority Empowerment ETF 6.0 49 36 4.0 +0.4
CLOD Themes Cloud Computing ETF 6.0 35 50 2.9 -0.7
QWLD SPDR MSCI World StrategicFactors ETF 6.0 30 55 5.1 +1.5
PRAY FIS Christian Stock Fund 5.9 69 16 4.3 +0.8
TOPC iShares S&P 500 3% Capped ETF 5.9 15 70 4.4 +0.8
DIVN Horizon Dividend Income ETF 5.9 70 15 6.7 +3.2
GLBL Pacer MSCI World Industry Advantage ETF 5.9 65 20 3.4 -0.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 5.9 10 75 3.6 0.0
TTAC FCF US Quality ETF 5.9 59 26 5.0 +1.4
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 5.9 10 75 3.6 +0.0
QLTY GMO U.S. Quality ETF 5.8 50 35 3.8 +0.2
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 5.4 +1.9
FIDU Fidelity MSCI Industrial Index ETF 5.7 8 77 3.7 +0.1
PRXG Praxis Impact Large Cap Growth ETF 5.7 36 49 2.8 -0.8
RAFE PIMCO RAFI ESG U.S. ETF 5.7 29 56 6.1 +2.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 5.7 29 56 5.6 +2.0
IYZ iShares U.S. Telecommunications ETF 5.7 40 45 6.1 +2.5
XLV The Health Care Select Sector SPDR Fund 5.7 8 77 6.1 +2.5
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 5.7 30 55 7.0 +3.4
GSPY Gotham Enhanced 500 ETF 5.7 50 35 4.4 +0.8
FCPI Fidelity Stocks for Inflation ETF 5.7 15 70 6.9 +3.3
SCHG Schwab U.S. Large-Cap Growth ETF 5.7 4 81 3.1 -0.5
SNPE Xtrackers S&P 500 ESG ETF 5.7 10 75 4.3 +0.7
BGDV Bahl & Gaynor Dividend ETF 5.7 45 40 4.0 +0.4
SNPV Xtrackers S&P 500 Value ESG ETF 5.7 15 70 6.1 +2.5
QUVU Hartford Quality Value ETF 5.6 46 39 6.6 +3.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 5.6 8 77 4.2 +0.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 5.6 7 78 4.4 +0.8
MGV Vanguard Mega Cap Value ETF 5.6 7 78 5.7 +2.1
VIS Vanguard Industrials ETF 5.6 9 76 3.8 +0.2
VALQ American Century U.S. Quality Value ETF 5.6 29 56 6.7 +3.1
DLN WisdomTree U.S. LargeCap Dividend Fund 5.6 28 57 5.3 +1.7
PEXL Pacer US Export Leaders ETF 5.6 60 25 3.8 +0.3
DSI iShares MSCI KLD 400 Social ETF 5.6 25 60 4.1 +0.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 5.6 35 50 5.0 +1.4
QVML Invesco S&P 500 QVM Multi-factor ETF 5.6 11 74 4.4 +0.8
POWA Invesco Bloomberg Pricing Power ETF 5.6 40 45 5.0 +1.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 5.5 25 60 5.4 +1.9
DVND Touchstone Dividend Select ETF 5.5 67 18 4.9 +1.3
CGDG Capital Group Dividend Growers ETF 5.5 47 38 5.4 +1.8
RSPT Invesco S&P 500 Equal Weight Technology ETF 5.5 40 45 4.5 +1.0
IYH iShares U.S. Healthcare ETF 5.5 40 45 5.4 +1.8
DFVX Dimensional US Large Cap Vector ETF 5.5 22 63 5.3 +1.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 5.4 35 50 5.6 +2.0
FDVV Fidelity High Dividend ETF 5.4 15 70 7.0 +3.4
MGK Vanguard Mega Cap Growth ETF 5.4 7 78 3.3 -0.3
QDIV Global X S&P 500 Quality Dividend ETF 5.4 20 65 8.1 +4.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 5.4 9 76 4.6 +1.0
STXG Strive 1000 Growth ETF 5.4 18 67 3.1 -0.5
CGUS Capital Group Core Equity ETF 5.4 33 52 3.7 +0.2
VFMV Vanguard U.S. Minimum Volatility ETF 5.3 13 72 5.3 +1.7
USSE Segall Bryant & Hamill Select Equity ETF 5.3 65 20 3.3 -0.3
ILCG iShares Morningstar Growth ETF 5.3 4 81 3.0 -0.6
DJD Invesco Dow Jones Industrial Average Dividend ETF 5.3 7 78 6.8 +3.2
VLUE iShares MSCI USA Value Factor ETF 5.3 15 70 7.9 +4.3
DIA SPDR Dow Jones Industrial Average ETF 5.3 16 69 4.6 +1.0
DIVS SmartETFs Dividend Builder ETF 5.2 65 20 4.6 +1.0
OEF iShares S&P 100 ETF 5.2 20 65 3.8 +0.2
USXF iShares ESG Advanced MSCI USA ETF 5.2 10 75 3.9 +0.4
QTOP iShares Nasdaq Top 30 Stocks ETF 5.2 20 65 2.9 -0.6
ESGU iShares ESG Aware MSCI USA ETF 5.2 15 70 4.1 +0.6
HRTS Tema Heart & Health ETF 5.2 75 10 1.9 -1.7
AVUQ Avantis U.S. Quality ETF 5.2 15 70 3.5 -0.1
SIXG Defiance Connective Technologies ETF 5.2 30 55 3.5 -0.1
XHE State Street SPDR S&P Health Care Equipment ETF 5.2 35 50 2.9 -0.7
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 5.2 40 45 6.9 +3.4
SHE State Street SPDR MSCI USA Gender Diversity ETF 5.2 20 65 4.5 +1.0
DTEC ALPS Disruptive Technologies ETF 5.2 50 35 3.3 -0.3
LGDX Intech S&P Large Cap Diversified Alpha ETF 5.2 25 60 4.1 +0.6
ACWV iShares MSCI Global Min Vol Factor ETF 5.1 20 65 5.3 +1.8
GRNY Fundstrat Granny Shots US Large Cap ETF 5.1 75 10 2.3 -1.3
HAPI Harbor Human Capital Factor US Large Cap ETF 5.1 36 49 4.2 +0.6
CHRI Global X S&P 500 Christian Values ETF 5.1 29 56 3.9 +0.3
QGRW WisdomTree U.S. Quality Growth Fund 5.1 28 57 3.3 -0.3
CSTK Invesco Comstock Contrarian Equity ETF 5.1 35 50 6.0 +2.4
USMF WisdomTree U.S. Multifactor Fund 5.1 28 57 6.4 +2.8
CATH Global X S&P 500 Catholic Values Custom ETF 5.1 29 56 4.0 +0.4
PFI Invesco Dorsey Wright Financial Momentum ETF 5.1 60 25 4.2 +0.6
MGC Vanguard Mega Cap ETF 5.1 7 78 3.9 +0.4
IWL iShares Russell Top 200 ETF 5.1 15 70 3.8 +0.3
PDP Invesco Dorsey Wright Momentum ETF 5.1 62 23 1.5 -2.1
GGRW Gabelli Growth Innovators ETF 5.1 90 -5 1.8 -1.8
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 5.0 52 33 4.9 +1.4
LST Leuthold Select Industries ETF 5.0 91 -6 4.8 +1.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 5.0 20 65 3.7 +0.1
DSTL Distillate US Fundamental Stability & Value ETF 5.0 39 46 7.3 +3.7
SPXE ProShares S&P 500 Ex-Energy ETF 5.0 9 76 4.1 +0.5
PBUS Invesco MSCI USA ETF 5.0 4 81 4.2 +0.6
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 5.0 20 65 4.0 +0.4
DTD WisdomTree U.S. Total Dividend Fund 5.0 28 57 5.6 +2.0
ROE Astoria US Quality Kings ETF 4.9 49 36 5.6 +2.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 4.9 30 55 3.8 +0.3
EVX VanEck Environmental Services ETF 4.9 55 30 2.2 -1.3
VHT Vanguard Health Care ETF 4.9 9 76 4.8 +1.2
VOO Vanguard S&P 500 ETF 4.9 3 82 4.2 +0.7
FHLC Fidelity MSCI Health Care Index ETF 4.9 8 77 5.0 +1.4
SUSL iShares ESG MSCI USA Leaders ETF 4.9 10 75 4.1 +0.5
PJP Invesco Pharmaceuticals ETF 4.9 57 28 6.7 +3.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 4.9 7 78 4.1 +0.6
IVV iShares Core S&P 500 ETF 4.8 3 82 4.2 +0.6
SPY SPDR S&P 500 ETF 4.8 9 76 4.2 +0.6
SPYM State Street SPDR Portfolio S&P 500 ETF 4.8 2 83 4.3 +0.7
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 4.8 27 58 6.7 +3.2
XVV iShares ESG Screened S&P 500 ETF 4.8 8 77 4.1 +0.5
CVLC Calvert US Large-Cap Core Responsible Index ETF 4.8 15 70 4.2 +0.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 4.8 10 75 4.1 +0.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 4.8 20 65 4.3 +0.7
GQQQ Astoria US Quality Growth Kings ETF 4.8 35 50 3.6 +0.1
ADME Aptus Drawdown Managed Equity ETF 4.8 79 6 3.3 -0.3
STOX Horizon Core Equity ETF 4.8 70 15 3.5 -0.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 4.8 2 83 4.3 +0.7
GXLC Global X U.S. 500 ETF 4.8 2 83 4.1 +0.6
FDIG Fidelity Crypto Industry and Digital Payments ETF 4.8 39 46 -0.8 -4.3
SFTY Horizon Managed Risk ETF 4.8 77 8 3.5 -0.1
DIVZ TrueShares Low Volatility Equity Income ETF 4.8 65 20 6.0 +2.4
IYK iShares U.S. Consumer Staples ETF 4.8 40 45 6.1 +2.6
DIVE Dana Concentrated Dividend ETF 4.8 65 20 6.7 +3.1
IWFG IQ Winslow Focused Large Cap Growth ETF 4.8 65 20 2.4 -1.2
RSPH Invesco S&P 500 Equal Weight Health Care ETF 4.8 40 45 6.5 +2.9
ESGV Vanguard ESG U.S. Stock ETF 4.8 9 76 4.1 +0.5
JHDV John Hancock U.S. High Dividend ETF 4.8 34 51 6.0 +2.4
STRV Strive 500 ETF 4.8 5 80 4.1 +0.5
RVRB Reverb ETF 4.8 30 55 3.9 +0.4
VV Vanguard Large-Cap ETF 4.8 4 81 4.1 +0.6
CCSO Carbon Collective Climate Solutions US Equity ETF 4.8 35 50 1.1 -2.5
SPXV ProShares S&P 500 Ex-Health Care ETF 4.8 9 76 4.0 +0.4
ILCB iShares Morningstar U.S. Equity ETF 4.7 3 82 4.1 +0.6
FELG Fidelity Enhanced Large Cap Growth ETF 4.7 18 67 3.7 +0.2
RAUS RACWI US ETF 4.7 15 70 4.2 +0.6
VOTE TCW Transform 500 ETF 4.7 5 80 4.2 +0.6
BKLC BNY Mellon US Large Cap Core Equity ETF 4.7 0 85 4.2 +0.7
IYC iShares U.S. Consumer Discretionary ETF 4.7 40 45 3.2 -0.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.7 20 65 5.6 +2.0
GDOC Goldman Sachs Future Health Care Equity ETF 4.7 75 10 2.2 -1.3
LRGE ClearBridge Large Cap Growth ESG ETF 4.6 59 26 3.3 -0.3
BMED Future Health ETF 4.6 85 0 0.2 -3.4
FDMO Fidelity Momentum Factor ETF 4.6 15 70 3.0 -0.6
VICE AdvisorShares Vice ETF 4.6 99 -14 6.0 +2.5
FUNL CornerCap Fundametrics Large-Cap ETF 4.6 50 35 6.3 +2.7
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 4.6 60 25 5.6 +2.0
FFOG Franklin Focused Growth ETF 4.6 61 24 1.9 -1.7
KLMN Invesco MSCI North America Climate ETF 4.6 9 76 4.3 +0.7
SCHX Schwab U.S. Large-Cap ETF 4.6 3 82 4.2 +0.7
VYM Vanguard High Dividend Yield Index ETF 4.5 6 79 6.3 +2.7
SMHX VanEck Fabless Semiconductor ETF 4.5 35 50 2.6 -1.0
EQIN Columbia US Equity Income ETF 4.5 35 50 6.2 +2.6
NETZ TCW Transform Systems ETF 4.5 75 10 2.1 -1.5
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 4.5 19 66 4.8 +1.2
VONE Vanguard Russell 1000 ETF 4.5 7 78 4.2 +0.7
PY Principal Value ETF 4.5 15 70 6.5 +2.9
IWB iShares Russell 1000 ETF 4.5 15 70 4.1 +0.6
IYY iShares Dow Jones U.S. ETF 4.5 20 65 4.1 +0.5
TOV JLens 500 Jewish Advocacy U.S. ETF 4.5 18 67 4.0 +0.4
LCF Touchstone US Large Cap Focused ETF 4.5 69 16 3.6 +0.0
DFUS Dimensional U.S. Equity ETF 4.5 9 76 4.1 +0.5
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 4.5 3 82 4.4 +0.8
SCHV Schwab U.S. Large-Cap Value ETF 4.5 4 81 5.9 +2.3
SCHK Schwab 1000 Index ETF 4.4 5 80 4.2 +0.7
CGGR Capital Group Growth ETF 4.4 39 46 2.7 -0.9
FIW First Trust Water ETF 4.4 53 32 4.4 +0.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 4.4 11 74 4.2 +0.6
PKB Invesco Building & Construction ETF 4.4 62 23 3.5 -0.1
SHRY First Trust Bloomberg Shareholder Yield ETF 4.4 60 25 8.9 +5.4
CFA VictoryShares US 500 Volatility Wtd ETF 4.4 35 50 5.3 +1.7
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 4.4 40 45 5.2 +1.7
IBLC iShares Blockchain and Tech ETF 4.3 47 38 -1.4 -5.0
ABOT Abacus FCF Innovation Leaders ETF 4.3 69 16 4.2 +0.7
RFDA RiverFront Dynamic US Dividend Advantage ETF 4.3 52 33 5.6 +2.0
VTHR Vanguard Russell 3000 ETF 4.3 7 78 4.2 +0.6
IWV iShares Russell 3000 ETF 4.3 20 65 4.0 +0.5
FTC First Trust Large Cap Growth AlphaDEX Fund 4.3 59 26 1.6 -2.0
VTI Vanguard Total Stock Market ETF 4.3 3 82 4.2 +0.6
SCHB Schwab U.S. Broad Market ETF 4.3 3 82 4.2 +0.7
LRGF iShares U.S. Equity Factor ETF 4.3 8 77 4.7 +1.1
JHML John Hancock Multifactor Large Cap ETF 4.3 29 56 4.6 +1.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 4.3 3 82 4.2 +0.6
AVSU Avantis Responsible U.S. Equity ETF 4.2 15 70 5.0 +1.4
JMOM JPMorgan U.S. Momentum Factor ETF 4.2 12 73 3.8 +0.3
ILCV iShares Morningstar Value ETF 4.2 4 81 5.6 +2.0
DHS WisdomTree U.S. High Dividend Fund 4.2 38 47 7.3 +3.7
AGRW Allspring LT Large Growth ETF 4.2 35 50 2.9 -0.7
GVIP Goldman Sachs Hedge Industry VIP ETF 4.2 45 40 2.6 -0.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4.2 10 75 4.5 +0.9
FVD First Trust Value Line Dividend Index Fund 4.2 65 20 5.7 +2.1
FFND Future Fund Active ETF 4.2 100 -15 3.1 -0.5
HDUS Hartford Disciplined US Equity ETF 4.2 19 66 4.9 +1.4
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 4.1 68 17 5.8 +2.3
CRTC Xtrackers US National Critical Technologies ETF 4.1 35 50 4.1 +0.5
TOKE Cambria Cannabis ETF 4.1 42 43 1.9 -1.7
IWX iShares Russell Top 200 Value ETF 4.1 20 65 5.2 +1.7
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 4.1 41 44 5.0 +1.4
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.1 58 27 5.0 +1.5
INRO iShares U.S. Industry Rotation Active ETF 4.1 42 43 3.9 +0.3
ICAP InfraCap Equity Income Fund ETF 4.1 171 -86 3.8 +0.3
DFAU Dimensional US Core Equity Market ETF 4.1 12 73 4.3 +0.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 4.1 14 71 4.2 +0.6
IXJ iShares Global Healthcare ETF 4.0 42 43 5.7 +2.1
TBG TBG Dividend Focus ETF 4.0 59 26 7.2 +3.6
USRD Themes US R&D Champions ETF 4.0 29 56 3.9 +0.4
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 4.0 65 20 -1.1 -4.7
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 4.0 60 25 5.0 +1.4
FXH First Trust Health Care AlphaDEX Fund 3.9 62 23 6.8 +3.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.9 15 70 3.9 +0.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.9 9 76 5.4 +1.8
EXI iShares Global Industrials ETF 3.9 42 43 3.7 +0.1
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 3.9 12 73 3.4 -0.2
LCDS JPMorgan Fundamental Data Science Large Core ETF 3.9 30 55 4.0 +0.4
AFLG First Trust Active Factor Large Cap ETF 3.9 55 30 5.4 +1.8
APUE ActivePassive U.S. Equity ETF 3.9 45 40 3.9 +0.3
IYM iShares U.S. Basic Materials ETF 3.9 40 45 5.2 +1.6
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 3.9 40 45 5.3 +1.7
EPS WisdomTree U.S. LargeCap Fund 3.9 8 77 4.9 +1.4
MDEV First Trust Indxx Medical Devices ETF 3.9 70 15 4.1 +0.5
SSPY Syntax Stratified LargeCap ETF 3.8 30 55 5.9 +2.4
LRND IQ U.S. Large Cap R&D Leaders ETF 3.8 14 71 4.3 +0.7
SFY SoFi Select 500 ETF 3.8 0 85 3.8 +0.2
VFQY Vanguard U.S. Quality Factor ETF 3.8 13 72 5.3 +1.7
XOEF iShares S&P 500 ex S&P 100 ETF 3.8 20 65 4.8 +1.2
DCOR Dimensional US Core Equity 1 ETF 3.8 14 71 4.6 +1.0
KAT Scharf ETF 3.8 87 -2 4.6 +1.0
SAGP Strategas Global Policy Opportunities ETF 3.8 65 20 4.6 +1.0
HGRO Hedgeye Quality Growth ETF 3.8 70 15 2.9 -0.7
DGLO First Trust RBA Deglobalization ETF 3.8 70 15 5.8 +2.2
QGRO American Century U.S. Quality Growth ETF 3.7 29 56 3.0 -0.6
EVUS iShares ESG Aware MSCI USA Value ETF 3.7 18 67 5.6 +2.0
EUSA iShares MSCI USA Equal Weighted ETF 3.7 9 76 5.5 +1.9
FBCV Fidelity Blue Chip Value ETF 3.7 59 26 6.4 +2.9
MBOX Freedom Day Dividend ETF 3.7 39 46 6.7 +3.2
TOK iShares MSCI Kokusai ETF 3.7 26 59 4.3 +0.7
OCEN IQ Clean Oceans ETF 3.6 45 40 5.0 +1.5
RSP Invesco S&P 500 Equal Weight ETF 3.6 20 65 5.9 +2.3
KOKU Xtrackers MSCI Kokusai Equity ETF 3.6 9 76 4.5 +0.9
IETC iShares U.S. Tech Independence Focused ETF 3.6 18 67 2.8 -0.8
VO Vanguard Mid-Cap ETF 3.6 4 81 5.3 +1.7
SIZE iShares MSCI USA Size Factor ETF 3.6 15 70 5.5 +1.9
AVUS Avantis U.S. Equity ETF 3.6 15 70 4.9 +1.4
VTV Vanguard Value ETF 3.6 4 81 6.0 +2.5
AIQ Global X Artificial Intelligence & Technology ETF 3.6 68 17 2.9 -0.7
BLCR iShares Large Cap Core Active ETF 3.6 36 49 3.0 -0.5
KRMA Global X Conscious Companies ETF 3.6 43 42 5.2 +1.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 3.6 20 65 4.8 +1.2
IUS Invesco RAFI Strategic US ETF 3.5 19 66 6.0 +2.4
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 3.5 49 36 8.1 +4.6
GOP Unusual Whales Subversive Republican Trading ETF 3.5 50 35 4.7 +1.1
PTL Inspire 500 ETF 3.5 9 76 4.7 +1.1
XLK The Technology Select Sector SPDR Fund 3.5 8 77 3.5 -0.0
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 3.5 49 36 3.9 +0.4
JGRO JPMorgan Active Growth ETF 3.5 44 41 2.8 -0.7
SPXN ProShares S&P 500 Ex-Financials ETF 3.5 9 76 4.1 +0.5
DFAC Dimensional U.S. Core Equity 2 ETF 3.5 17 68 4.7 +1.1
SFYF SoFi Social 50 ETF 3.5 29 56 0.9 -2.7
IVW iShares S&P 500 Growth ETF 3.5 18 67 3.1 -0.5
LRGC AB US Large Cap Strategic Equities ETF 3.5 48 37 3.8 +0.2
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 3.5 4 81 3.3 -0.3
FELC Fidelity Enhanced Large Cap Core ETF 3.5 18 67 4.5 +0.9
ACSI American Customer Satisfaction ETF 3.5 65 20 4.7 +1.1
SDY State Street SPDR S&P Dividend ETF 3.5 35 50 6.2 +2.6
WCBR WisdomTree Cybersecurity Fund 3.5 45 40 1.8 -1.8
URTH iShares MSCI World ETF 3.5 24 61 4.4 +0.8
DEUS Xtrackers Russell US Multifactor ETF 3.5 17 68 6.0 +2.5
VOOV Vanguard S&P 500 Value ETF 3.4 7 78 5.5 +1.9
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 3.4 25 60 4.7 +1.1
HTEC ROBO Global Healthcare Technology and Innovation ETF 3.4 68 17 1.7 -1.9
DFLV Dimensional US Large Cap Value ETF 3.4 22 63 6.5 +2.9
DRUP GraniteShares Nasdaq Select Disruptors ETF 3.4 60 25 3.4 -0.1
YLDE ClearBridge Dividend Strategy ESG ETF 3.4 60 25 5.0 +1.5
DFSU Dimensional US Sustainability Core 1 ETF 3.4 18 67 4.5 +0.9
TOGA Tremblant Global ETF 3.3 69 16 1.2 -2.4
IUSG iShares Core S&P U.S. Growth ETF 3.3 4 81 3.3 -0.3
IOO iShares Global 100 ETF 3.3 41 44 3.9 +0.3
WUGI AXS Esoterica NextG Economy ETF 3.3 75 10 2.3 -1.3
PRXV Praxis Impact Large Cap Value ETF 3.3 36 49 5.8 +2.3
IMCB iShares Morningstar Mid-Cap ETF 3.3 4 81 5.5 +1.9
ZIG Acquirers Fund 3.3 84 1 17.7 +14.1
PWV Invesco Large Cap Value ETF 3.2 55 30 6.7 +3.2
AOTG AOT Growth and Innovation ETF 3.2 75 10 1.4 -2.1
NULV Nuveen ESG Large-Cap Value ETF 3.2 26 59 5.6 +2.0
CGDV Capital Group Dividend Value ETF 3.2 33 52 4.0 +0.4
REVS Columbia Research Enhanced Value ETF 3.2 19 66 6.9 +3.3
KLMT Invesco MSCI Global Climate 500 ETF 3.2 10 75 4.9 +1.4
GINN Goldman Sachs Innovate Equity ETF 3.2 52 33 3.2 -0.4
GVUS Marketbeta Russell 1000 Value Equity ETF 3.1 12 73 5.7 +2.1
HLAL Wahed FTSE USA Shariah ETF 3.1 50 35 3.9 +0.3
DGT State Street SPDR Global Dow ETF 3.1 50 35 6.0 +2.4
FNDX Schwab Fundamental US Large Co. Index ETF 3.1 25 60 6.4 +2.8
YOKE Yoke Core ETF 3.1 42 43 4.0 +0.4
RFFC ALPS Active Equity Opportunity ETF 3.1 48 37 3.6 +0.1
ETHO Etho Climate Leadership U.S. ETF 3.1 47 38 4.7 +1.1
IWD iShares Russell 1000 Value ETF 3.1 19 66 5.6 +2.0
ACWI iShares MSCI ACWI ETF 3.1 32 53 4.7 +1.1
RWL Invesco S&P 500 Revenue ETF 3.1 39 46 5.9 +2.3
VONV Vanguard Russell 1000 Value ETF 3.1 7 78 5.7 +2.1
SPGP Invesco S&P 500 GARP ETF 3.1 34 51 5.6 +2.1
ESGG FlexShares STOXX Global ESG Select Index Fund 3.1 42 43 4.7 +1.1
TMDV ProShares Russell US Dividend Growers ETF 3.1 35 50 6.3 +2.7
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 3.0 61 24 1.8 -1.8
PRF Invesco FTSE RAFI US 1000 ETF 3.0 39 46 5.9 +2.3
PTF Invesco Dorsey Wright Technology Momentum ETF 3.0 60 25 -1.0 -4.6
RGEF Rockefeller Global Equity ETF 3.0 55 30 3.9 +0.4
ONEQ Fidelity Nasdaq Composite Index ETF 3.0 21 64 3.0 -0.5
DFUV Dimensional US Marketwide Value ETF 3.0 22 63 6.4 +2.8
HWAY Themes US Infrastructure ETF 3.0 29 56 5.1 +1.6
GTEK Goldman Sachs Future Tech Leaders Equity ETF 3.0 75 10 2.3 -1.2
AGNG Global X Aging Population ETF 3.0 50 35 3.9 +0.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.0 65 20 1.6 -2.0
LGRO Level Four Large Cap Growth Active ETF 3.0 55 30 3.3 -0.3
PAVE Global X U.S. Infrastructure Development ETF 2.9 47 38 4.5 +0.9
IGV iShares Expanded Tech-Software Sector ETF 2.9 41 44 2.6 -0.9
RJDI RJ Eagle GCM Dividend Select Income ETF 2.9 55 30 4.9 +1.3
BFOR ALPS Barron's 400 ETF 2.9 65 20 4.9 +1.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.9 15 70 7.0 +3.5
BUL Pacer US Cash Cows Growth ETF 2.9 60 25 4.0 +0.4
FDRR Fidelity Dividend ETF for Rising Rates 2.9 15 70 6.1 +2.5
DIVY Sound Equity Dividend Income ETF 2.9 45 40 9.1 +5.5
DXUV Dimensional US Vector Equity ETF 2.9 28 57 5.2 +1.6
FNDB Schwab Fundamental US Broad Market Index ETF 2.9 25 60 6.3 +2.8
NUMV Nuveen ESG Mid-Cap Value ETF 2.9 31 54 6.1 +2.5
TPHD Timothy Plan High Dividend Stock ETF 2.8 52 33 6.5 +2.9
XRT State Street SPDR S&P Retail ETF 2.8 35 50 6.9 +3.3
IDU iShares U.S. Utilities ETF 2.8 40 45 4.5 +1.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.8 75 10 3.3 -0.3
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.8 45 40 3.6 -0.0
FLV American Century Focused Large Cap Value ETF 2.8 42 43 6.1 +2.5
FSST Fidelity Sustainable U.S. Equity ETF 2.8 59 26 3.6 +0.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.8 12 73 4.3 +0.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 2.8 15 70 7.7 +4.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.7 9 76 4.9 +1.3
FELV Fidelity Enhanced Large Cap Value ETF 2.7 18 67 5.9 +2.3
VT Vanguard Total World Stock ETF 2.7 6 79 5.1 +1.5
SURE AdvisorShares Insiders Advantage ETF 2.7 90 -5 8.3 +4.7
GLOF iShares Global Equity Factor ETF 2.7 20 65 5.9 +2.3
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.7 65 20 7.1 +3.6
RSPF Invesco S&P 500 Equal Weight Financials ETF 2.7 40 45 5.9 +2.4
CGGO Capital Group Global Growth Equity ETF 2.7 47 38 3.8 +0.2
RPG Invesco S&P 500 Pure Growth ETF 2.7 35 50 2.6 -1.0
FVAL Fidelity Value Factor ETF 2.6 15 70 5.8 +2.2
XNTK State Street SPDR NYSE Technology ETF 2.6 35 50 2.8 -0.8
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 2.6 20 65 5.8 +2.2
QLC FlexShares US Quality Large Cap Index Fund 2.6 25 60 4.5 +0.9
VFMO Vanguard U.S. Momentum Factor ETF 2.6 13 72 2.5 -1.1
SMH VanEck Semiconductor ETF 2.6 35 50 2.7 -0.9
MAGA Point Bridge America First ETF 2.6 72 13 5.7 +2.1
FITE State Street SPDR S&P Kensho Future Security ETF 2.6 45 40 1.3 -2.3
FFLC Fidelity Fundamental Large Cap Core ETF 2.5 38 47 3.9 +0.3
MTUM iShares MSCI USA Momentum Factor ETF 2.5 15 70 2.6 -0.9
IGM iShares Expanded Tech Sector ETF 2.5 41 44 2.9 -0.7
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 2.5 20 65 7.2 +3.7
TPHE Timothy Plan High Dividend Stock Enhanced ETF 2.5 54 31 6.5 +3.0
CSMD Congress SMid Growth ETF 2.5 69 16 3.2 -0.4
NXTG First Trust Indxx NextG ETF 2.5 70 15 4.4 +0.9
SWP SWP Growth & Income ETF 2.5 99 -14 3.6 +0.1
TMFX Motley Fool Next Index ETF 2.4 50 35 2.7 -0.9
MILN Global X Millennial Consumer ETF 2.4 50 35 3.4 -0.2
AVLV Avantis U.S. Large Cap Value ETF 2.4 15 70 6.6 +3.0
FXZ First Trust Materials AlphaDEX Fund 2.4 61 24 7.9 +4.3
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.4 52 33 5.2 +1.6
SKYY First Trust Cloud Computing ETF 2.4 60 25 2.6 -1.0
FMED Fidelity Disruptive Medicine ETF 2.4 50 35 -0.6 -4.2
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 2.3 40 45 2.3 -1.3
DIV Global X SuperDividend US ETF 2.3 45 40 10.8 +7.2
LIVR Intelligent Livermore ETF 2.3 69 16 3.0 -0.6
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 2.3 57 28 3.2 -0.3
VGT Vanguard Information Technology ETF 2.3 9 76 3.2 -0.3
IGPT Invesco AI and Next Gen Software ETF 2.3 60 25 3.3 -0.3
BITQ Bitwise Crypto Industry Innovators ETF 2.3 85 0 -2.0 -5.5
FTEC Fidelity MSCI Information Technology Index ETF 2.3 8 77 3.2 -0.4
MDCP VictoryShares THB Mid Cap ESG ETF 2.3 55 30 5.1 +1.6
SFGV Sequoia Global Value ETF 2.3 23 62 7.5 +3.9
JAVA JPMorgan Active Value ETF 2.3 44 41 5.5 +1.9
QTUM Defiance Quantum ETF 2.2 40 45 4.3 +0.7
SMRI Bushido Capital US Equity ETF 2.2 71 14 8.7 +5.1
AKAF The Frontier Economic Fund 2.2 20 65 5.5 +2.0
VFMF Vanguard U.S. Multifactor ETF 2.2 18 67 6.7 +3.1
RW Rainwater Equity ETF 2.2 125 -40 2.2 -1.3
MOAT VanEck Morningstar Wide Moat ETF 2.2 46 39 5.3 +1.7
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.2 50 35 7.6 +4.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.2 18 67 7.0 +3.4
IWR iShares Russell Midcap ETF 2.2 19 66 5.4 +1.9
VLU State Street SPDR S&P 1500 Value Tilt ETF 2.2 12 73 6.5 +2.9
AVIE Avantis  Inflation Focused Equity ETF 2.2 25 60 6.3 +2.8
OPTZ Optimize Strategy Index ETF 2.2 50 35 4.2 +0.6
GCOW Pacer Global Cash Cows Dividend ETF 2.1 60 25 9.8 +6.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.1 64 21 0.9 -2.7
SNSR Global X Internet of Things ETF 2.1 68 17 4.2 +0.6
GDIV Harbor Dividend Growth Leaders ETF 2.1 50 35 4.4 +0.9
FSGS First Trust SMID Growth Strength ETF 2.1 60 25 4.3 +0.8
GEW Cambria Global EW ETF 2.1 29 56 5.3 +1.8
ITAN Sparkline Intangible Value ETF 2.1 50 35 5.5 +2.0
BCDF Horizon Kinetics Blockchain Development ETF 2.0 85 0 3.8 +0.2
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.0 39 46 1.3 -2.3
GXPT Global X PureCap MSCI Information Technology ETF 2.0 25 60 3.3 -0.3
RNSC Furst Trust Small Cap US Equity Select ETF 2.0 60 25 4.3 +0.7
JGLO JPMorgan Global Select Equity ETF 2.0 33 52 4.3 +0.8
DIVG Invesco S&P 500 High Dividend Growers ETF 2.0 39 46 7.7 +4.2
IXN iShares Global Tech ETF 2.0 41 44 2.8 -0.7
AVMC Avantis U.S. Mid Cap Equity ETF 2.0 18 67 5.9 +2.4
NUDV Nuveen ESG Dividend ETF 2.0 26 59 6.7 +3.1
FMDE Fidelity Enhanced Mid Cap ETF 2.0 23 62 5.2 +1.6
STXV Strive 1000 Value ETF 2.0 18 67 7.2 +3.6
EQAL Invesco Russell 1000 Equal Weight ETF 2.0 20 65 6.4 +2.8
SMOT VanEck Morningstar SMID Moat ETF 2.0 49 36 5.8 +2.2
LOGO Alpha Brands Consumption Leaders ETF 2.0 69 16 2.5 -1.1
AIVC Amplify Bloomberg AI Value Chain ETF 1.9 59 26 4.4 +0.8
SPDV AAM S&P 500 High Dividend Value ETF 1.9 29 56 10.6 +7.0
SDOG ALPS Sector Dividend Dogs ETF 1.9 36 49 8.7 +5.1
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 1.9 40 45 5.1 +1.5
BEEX BeeHive ETF 1.9 84 1 3.6 0.0
TDIV First Trust NASDAQ Technology Dividend Index Fund 1.9 50 35 4.7 +1.1
FDCF Fidelity Disruptive Communications ETF 1.9 50 35 3.3 -0.3
ALTL Pacer Lunt Large Cap Alternator ETF 1.8 60 25 4.2 +0.6
JPEF JPMorgan Equity Focus ETF 1.8 50 35 3.8 +0.3
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.8 38 47 7.2 +3.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.8 35 50 7.2 +3.6
FSCS First Trust SMID Capital Strength ETF 1.8 60 25 6.1 +2.6
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.8 60 25 5.1 +1.6
NVIR Horizon Kinetics Energy and Remediation ETF 1.8 85 0 6.1 +2.5
RNMC First Trust Mid Cap US Equity Select ETF 1.8 60 25 5.9 +2.3
RECS Columbia Research Enhanced Core ETF 1.7 15 70 5.0 +1.4
FTDS First Trust Dividend Strength ETF 1.7 70 15 7.3 +3.7
AVMV Avantis U.S. Mid Cap Value ETF 1.7 20 65 7.6 +4.0
KOCG FIS Knights of Columbus Global Belief ETF 1.7 75 10 4.4 +0.8
FEX First Trust Large Cap Core AlphaDEX Fund 1.7 59 26 5.1 +1.5
SMAP Amplify Small-Mid Cap Equity ETF 1.7 60 25 4.8 +1.2
TRFM AAM Transformers ETF 1.7 49 36 1.0 -2.6
WRND IQ Global Equity R&D Leaders ETF 1.6 18 67 6.6 +3.0
FXL First Trust Technology AlphaDEX Fund 1.6 61 24 4.8 +1.3
BLOK Amplify Transformational Data Sharing ETF 1.5 75 10 0.3 -3.3
SIXL ETC 6 Meridian Low Beta Equity ETF 1.5 80 5 5.8 +2.2
MEDI Harbor Health Care ETF 1.5 80 5 -1.5 -5.1
FBCG Fidelity Blue Chip Growth ETF 1.5 59 26 2.2 -1.4
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.5 24 61 7.4 +3.8
ABEQ Absolute Select Value ETF 1.5 85 0 4.3 +0.7
BLCV iShares Large Cap Value Active ETF 1.5 53 32 6.5 +2.9
VSDA VictoryShares Dividend Accelerator ETF 1.5 35 50 6.6 +3.0
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.5 60 25 8.7 +5.1
FMKT The Free Markets ETF 1.5 76 9 3.9 +0.3
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 1.4 60 25 6.9 +3.3
IQM Franklin Intelligent Machines ETF 1.4 50 35 1.5 -2.1
JHMM John Hancock Multifactor Mid Cap ETF 1.4 42 43 5.4 +1.9
BWEB Bitwise Web3 ETF 1.4 85 0 -0.1 -3.7
BLES Inspire Global Hope ETF 1.3 61 24 6.1 +2.5
GURU Global X Guru Index ETF 1.3 75 10 2.4 -1.1
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.3 58 27 3.9 +0.3
SRHQ SRH U.S. Quality ETF 1.3 35 50 6.3 +2.7
XT iShares Exponential Technologies ETF 1.3 46 39 4.2 +0.6
DEW WisdomTree Global High Dividend Fund 1.3 58 27 7.6 +4.1
FEGE First Eagle Global Equity ETF 1.3 79 6 5.6 +2.1
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 1.3 60 25 3.3 -0.3
WLDR Affinity World Leaders Equity ETF 1.3 67 18 6.4 +2.9
FDWM Fidelity Women's Leadership ETF 1.2 59 26 4.2 +0.6
VFLO VictoryShares Free Cash Flow ETF 1.2 39 46 8.6 +5.1
PINK Simplify Health Care ETF 1.2 50 35 0.6 -2.9
EBI Longview Advantage ETF 1.2 35 50 5.7 +2.2
ROBO ROBO Global Robotics & Automation Index ETF 1.2 95 -10 2.7 -0.9
FLDZ RiverNorth Patriot ETF 1.2 75 10 5.6 +2.1
TIME Clockwise Core Equity & Innovation ETF 1.1 95 -10 3.2 -0.4
RND First Trust Bloomberg R&D Leaders ETF 1.1 60 25 2.3 -1.3
JVAL JPMorgan U.S. Value Factor ETF 1.1 12 73 6.9 +3.3
DVY iShares Select Dividend ETF 1.1 38 47 8.3 +4.8
JDOC JPMorgan Healthcare Leaders ETF 1.1 65 20 3.3 -0.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 10 6.4 +2.8
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.0 55 30 9.1 +5.6
CVAR Cultivar ETF 1.0 87 -2 6.7 +3.1
RCGE RockCreek Global Equality ETF 1.0 95 -10 6.0 +2.4
PKW Invesco Buyback Achievers ETF 1.0 62 23 7.0 +3.4
RSHO Tema American Reshoring ETF 1.0 75 10 3.7 +0.2
WTV WisdomTree US Value Fund of Benef Interest 1.0 12 73 7.7 +4.1
RBLD First Trust Alerian US NextGen Infrastructure ETF 0.9 65 20 4.3 +0.8
IWS iShares Russell Mid-Cap Value ETF 0.9 23 62 6.3 +2.7
GINX SGI Enhanced Global Income ETF 0.9 98 -13 7.0 +3.5
SDG iShares MSCI Global Sustainable Development Goals ETF 0.8 49 36 4.8 +1.2
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.8 61 24 -0.6 -4.2
FEOE First Eagle Overseas Equity ETF 0.8 79 6 6.0 +2.4
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 0.8 61 24 5.7 +2.1
FXU First Trust Utilities AlphaDEX Fund 0.8 64 21 5.4 +1.9
IYW iShares U.S. Technology ETF 0.8 40 45 3.1 -0.5
SPHB Invesco S&P 500 High Beta ETF 0.8 25 60 4.0 +0.4
TAX Cambria Tax Aware ETF 0.8 49 36 5.1 +1.5
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.8 25 60 10.6 +7.0
OGIG ALPS O'Shares Global Internet Giants ETF 0.7 48 37 1.8 -1.8
IMCV iShares Morningstar Mid-Cap Value ETF 0.7 6 79 7.2 +3.7
HELX Franklin Genomic Advancements ETF 0.7 50 35 -0.4 -3.9
XSW State Street SPDR S&P Software & Services ETF 0.7 35 50 2.3 -1.2
AIS VistaShares Artificial Intelligence Supercycle ETF 0.7 75 10 2.0 -1.6
AESR Anfield U.S. Equity Sector Rotation ETF 0.7 108 -23 4.0 +0.4
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.7 15 70 5.3 +1.7
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.6 20 65 2.6 -1.0
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.6 47 38 5.7 +2.2
XLY The Consumer Discretionary Select Sector SPDR Fund 0.6 8 77 4.0 +0.4
PNQI Invesco NASDAQ Internet ETF 0.6 60 25 3.0 -0.6
USCF Themes US Cash Flow Champions ETF 0.6 29 56 7.7 +4.1
WCEO Hypatia Women CEO ETF 0.6 85 0 2.8 -0.7
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.5 65 20 1.7 -1.8
TMAT Main Thematic Innovation ETF 0.5 164 -79 -1.5 -5.1
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.5 20 65 9.1 +5.6
YNOT Horizon Digital Frontier ETF 0.4 75 10 2.5 -1.1
AFMC First Trust Active Factor Mid Cap ETF 0.4 65 20 7.0 +3.4
TRUT VanEck Technology TruSector ETF 0.4 13 72 3.7 +0.1
GXPD Global X PureCap MSCI Consumer Discretionary ETF 0.4 25 60 3.1 -0.5
LGCF Themes US Cash Flow Champions ETF 0.4 30 55 7.2 +3.7
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.4 8 77 3.7 +0.1
BUZZ VanEck Social Sentiment ETF 0.4 75 10 -0.8 -4.3
VCR Vanguard Consumer Discretionary ETF 0.4 9 76 3.9 +0.3
GVLU Gotham 1000 Value ETF 0.4 50 35 8.2 +4.6
RXI iShares Global Consumer Discretionary ETF 0.4 41 44 7.0 +3.5
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.4 60 25 6.0 +2.5
STXM Strive Mid-Cap ETF 0.4 18 67 5.5 +1.9
IYF iShares U.S. Financials ETF 0.4 40 45 5.2 +1.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.4 4 81 5.1 +1.5
VBR Vanguard Small Cap Value ETF 0.4 7 78 7.9 +4.3
XDAT Franklin Exponential Data ETF 0.4 50 35 1.9 -1.6
SCHM Schwab U.S. Mid-Cap ETF 0.3 4 81 6.0 +2.4
IVRS iShares Future Metaverse Tech and Communications ETF 0.3 47 38 3.0 -0.6
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.3 35 50 5.0 +1.4
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.3 61 24 6.1 +2.5
SFYX SoFi Next 500 ETF 0.3 0 85 5.0 +1.4
VB Vanguard Small-Cap ETF 0.2 5 80 5.3 +1.7
SMMD iShares Russell 2500 ETF 0.2 15 70 5.8 +2.2
FNDA Schwab Fundamental US Small Co. Index ETF 0.2 25 60 6.7 +3.1
FTA First Trust Large Cap Value AlphaDEX Fund 0.2 59 26 7.8 +4.2
VFVA Vanguard U.S. Value Factor ETF 0.1 13 72 9.3 +5.8
FAB First Trust Multi Cap Value AlphaDEX Fund 0.1 67 18 8.7 +5.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.1 39 46 2.7 -0.9
XLSR State Street US Sector Rotation ETF 0.0 70 15 4.2 +0.7

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

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 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 9.0 x
Less: Expense ratio 85 bp
Equals: ALTAR Score 3.6 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.64 CATEGORY
AVERAGE		 1.58
 
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.