SMI 3Fourteen Full-Cycle Trend ETF
ALTAR
Score™		 4.1% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 26.1x P/Sales
ratio		 4.9x
P/BV
ratio		 8.5x Div.
yield		 1.7%


  • 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) $231
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 March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-1.0% -1.8% -- -- 0.2%

Market Correlations
versus... Beta R-squared
S&P500 0.94 75%
MSCI EAFE 0.83 52%
MSCI Emg. Mkts. 0.65 41%

Technical Indicators
Recent close $26.90
30d moving avg. $25.55
Annualized volatility 13.1%
Short interest (ETF) 0.1%
Relative strength (RSI) 56

Liquidity measures
Avg. volume (thou.) 20
Turnover 0.2%
Bid/Ask (% of price) 0.12%
ADV underlying (mns) $16,914

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 720 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™: 4.1%


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 23.3 64 21 3.6 -0.5
SPHQ Invesco S&P 500 Quality ETF 18.7 15 70 4.7 +0.6
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 18.6 15 70 7.3 +3.3
OUSA ALPS O'Shares U.S. Quality Dividend ETF 18.1 48 37 5.6 +1.5
SXQG ETC 6 Meridian Quality Growth ETF 17.2 100 -15 3.0 -1.1
PWB Invesco Large Cap Growth ETF 17.2 56 29 2.1 -2.0
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 17.0 49 36 5.2 +1.1
MBCC Monarch Blue Chips Core ETF 16.6 125 -40 4.0 -0.1
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 16.4 39 46 4.0 -0.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 16.1 50 35 3.5 -0.6
JGRW Jensen Quality Growth ETF 14.9 57 28 4.1 +0.0
XPND First Trust Expanded Technology ETF 14.7 65 20 3.1 -1.0
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 14.7 75 10 6.1 +2.0
EMOT First Trust S&P 500 Economic Moat ETF 14.6 60 25 8.0 +4.0
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 14.6 15 70 6.3 +2.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 14.5 29 56 4.1 +0.0
CZAR Themes Natural Monopoly ETF 14.3 35 50 5.3 +1.2
VEGN US Vegan Climate ETF 14.0 60 25 4.1 0.0
IHI iShares U.S. Medical Devices ETF 13.8 40 45 4.4 +0.4
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 13.6 60 25 4.1 +0.0
LVDS JPMorgan Fundamental Data Science Large Value ETF 13.6 49 36 5.1 +1.0
IYJ iShares U.S. Industrials ETF 13.3 40 45 4.0 -0.1
PCGG Polen Capital Global Growth ETF 13.0 85 0 3.9 -0.2
FTCS First Trust Capital Strength ETF 13.0 55 30 5.5 +1.4
USMC Principal U.S. Mega-Cap ETF 12.7 12 73 3.7 -0.4
LEAD Siren DIVCON Leaders Dividend ETF 12.7 43 42 3.6 -0.5
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 12.5 65 20 5.1 +1.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 11.9 70 15 4.7 +0.6
AOTS AOT Software Platform ETF 11.8 49 36 4.7 +0.7
SEMG Suncoast Select Growth ETF 11.4 60 25 3.8 -0.3
NULG Nuveen ESG Large-Cap Growth ETF 11.4 26 59 3.1 -1.0
FDFF Fidelity Disruptive Finance ETF 11.2 50 35 5.4 +1.3
XLF Financial Select Sector SPDR 11.0 8 77 5.8 +1.7
FNCL Fidelity MSCI Financials Index ETF 10.9 8 77 6.2 +2.1
DUHP Dimensional US High Profitability ETF 10.9 21 64 5.3 +1.2
TDV ProShares S&P Technology Dividend Aristocrats ETF 10.8 45 40 5.3 +1.2
IYG iShares US Financial Services ETF 10.7 40 45 5.3 +1.2
AKRE Akre Focus ETF 10.7 106 -21 4.3 +0.2
TMFG Motley Fool Global Opportunities ETF 10.6 85 0 3.8 -0.3
STXD Strive 1000 Dividend Growth ETF 10.6 35 50 4.5 +0.4
PFM Invesco Dividend Achievers ETF 10.5 53 32 4.8 +0.7
FDLO Fidelity Low Volatility Factor ETF 10.5 15 70 4.9 +0.8
INCE Franklin Income Equity Focus ETF 10.4 29 56 5.3 +1.2
QUAL iShares MSCI USA Quality Factor ETF 10.4 15 70 4.6 +0.5
GXPS Global X PureCap MSCI Consumer Staples ETF 10.1 25 60 4.7 +0.7
XLP Consumer Staples Select Sector SPDR 10.1 8 77 5.8 +1.7
JQUA JPMorgan U.S. Quality Factor ETF 10.0 12 73 5.3 +1.2
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 10.0 60 25 3.6 -0.5
TMFM Motley Fool Mid-Cap Growth ETF 10.0 85 0 2.2 -1.9
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 10.0 15 70 4.4 +0.4
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 9.9 8 77 5.5 +1.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 9.9 60 25 6.2 +2.1
SPMV Invesco S&P 500 Minimum Variance ETF 9.8 10 75 5.1 +1.1
VIG Vanguard Dividend Appreciation ETF 9.8 5 80 5.0 +0.9
KXI iShares Global Consumer Staples ETF 9.6 41 44 5.3 +1.2
VFH Vanguard Financials ETF 9.5 9 76 6.2 +2.1
VDC Vanguard Consumer Staples ETF 9.5 9 76 5.5 +1.4
DVGR DAC 3D Dividend Growth ETF 9.3 65 20 4.8 +0.7
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 9.3 58 27 3.6 -0.5
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 9.3 29 56 7.2 +3.1
RTH VanEck Retail ETF 9.2 35 50 4.6 +0.5
MFIG Motley Fool Innovative Growth Factor ETF 9.1 50 35 2.9 -1.2
RUNN Running Oak Efficient Growth ETF 9.0 58 27 4.7 +0.6
DUNK Dana Unconstrained Equity ETF 9.0 75 10 2.3 -1.8
QUS State Street SPDR MSCI USA StrategicFactors ETF 9.0 15 70 5.1 +1.0
KONG Formidable Fortress ETF 8.9 89 -4 5.3 +1.2
NULC Nuveen ESG Large-Cap ETF 8.9 21 64 4.2 +0.1
CIBR First Trust NASDAQ Cybersecurity ETF 8.9 60 25 4.9 +0.8
YALL God Bless America ETF 8.8 65 20 4.2 +0.1
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 8.8 35 50 3.8 -0.3
LCLG Logan Capital Broad Innovative Growth ETF 8.8 99 -14 3.1 -1.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 8.8 19 66 5.2 +1.1
SNPG Xtrackers S&P 500 Growth ESG ETF 8.7 15 70 4.2 +0.1
QNXT iShares Nasdaq-100 ex Top 30 ETF 8.6 20 65 4.4 +0.3
AQLT iShares MSCI Global Quality Factor ETF 8.6 18 67 0.0 -4.1
SGLC SGI U.S. Large Cap Core ETF 8.5 85 0 3.9 -0.2
VOT Vanguard Mid-Cap Growth ETF 8.5 7 78 3.2 -0.9
ANEW ProShares MSCI Transformational Changes ETF 8.5 45 40 4.6 +0.5
GQI Natixis Gateway Quality Income ETF 8.5 34 51 4.6 +0.5
DEMZ Democratic Large Cap Core ETF 8.5 45 40 4.0 -0.1
RSPN Invesco S&P 500 Equal Weight Industrials ETF 8.5 40 45 4.4 +0.3
SPLV Invesco S&P 500 Low Volatility ETF 8.5 25 60 5.0 +0.9
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 8.5 25 60 4.9 +0.8
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 8.4 5 80 7.8 +3.7
DIVN Horizon Dividend Income ETF 8.4 70 15 6.6 +2.5
SCHD Schwab US Dividend Equity ETF 8.4 6 79 8.4 +4.3
TOLL Tema Durable Quality ETF 8.4 75 10 4.1 -0.0
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 8.3 60 25 5.6 +1.5
VUSE Vident U.S. Equity Strategy ETF 8.3 50 35 3.9 -0.2
BELT iShares Long-Term U.S. Equity Active ETF 8.3 75 10 2.3 -1.8
PSET Principal Quality ETF 8.3 15 70 4.9 +0.8
BDIV AAM Brentview Dividend Growth ETF 8.3 49 36 3.7 -0.4
USMV iShares MSCI USA Min Vol Factor ETF 8.3 15 70 5.3 +1.2
VSLU Applied Finance Valuation Large Cap ETF 8.2 49 36 5.0 +0.9
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 8.1 12 73 5.5 +1.4
IEDI iShares U.S. Consumer Focused ETF 8.1 18 67 4.9 +0.8
FTGS First Trust Growth Strength ETF 8.0 60 25 3.7 -0.4
JOET Virtus Terranova US Quality Momentum ETF 7.9 29 56 3.9 -0.2
FLQL Franklin LibertyQ U.S. Equity ETF 7.9 15 70 4.7 +0.6
CWS AdvisorShares Focused Equity ETF 7.9 84 1 4.7 +0.6
SPMO Invesco S&P 500 Momentum ETF 7.9 13 72 3.4 -0.7
MID American Century Mid Cap Growth Impact ETF 7.9 45 40 3.0 -1.1
ACVF American Conservative Values ETF 7.9 75 10 3.9 -0.2
FLRG Fidelity U.S. Multifactor ETF 7.8 15 70 6.0 +1.9
DGRO iShares Core Dividend Growth ETF 7.8 8 77 5.7 +1.6
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 7.8 49 36 3.6 -0.5
LOWV AB US Low Volatility Equity ETF 7.8 48 37 4.4 +0.3
FDN First Trust Dow Jones Internet Index Fund 7.6 52 33 2.9 -1.2
FDND FT Vest Dow Jones Internet & Target Income ETF 7.6 75 10 2.7 -1.4
NANC Unusual Whales Subversive Democratic Trading ETF 7.6 75 10 3.1 -1.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 7.5 12 73 3.6 -0.5
FDG American Century Focused Dynamic Growth ETF 7.5 45 40 1.9 -2.2
DIVB iShares Core Dividend ETF 7.5 5 80 7.5 +3.4
NUMG Nuveen ESG Mid-Cap Growth ETF 7.5 31 54 1.9 -2.2
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 7.5 49 36 3.9 -0.2
FTCE First Trust New Constructs Core Earnings Leaders ETF 7.4 60 25 4.8 +0.7
CHGX AXS Change Finance ESG ETF 7.4 49 36 4.8 +0.7
QLV FlexShares US Quality Low Volatility Index Fund 7.4 22 63 5.1 +1.0
BIBL Inspire 100 ETF 7.3 35 50 4.4 +0.3
ESMV iShares ESG MSCI USA Min Vol Factor ETF 7.3 18 67 5.2 +1.1
UDI USCF Dividend Income Fund 7.2 65 20 6.7 +2.6
JSTC Adasina Social Justice All Cap Global ETF 7.2 89 -4 4.6 +0.5
ALTL Pacer Lunt Large Cap Alternator ETF 7.1 60 25 4.9 +0.8
ZECP Zacks Earnings Consistent Portfolio ETF 7.1 55 30 4.2 +0.1
WOMN Impact Shares YWCA Women's Empowerment ETF 7.1 75 10 5.0 +0.9
BUYZ Franklin Disruptive Commerce ETF 7.0 50 35 2.4 -1.7
BMVP Invesco Bloomberg MVP Multi-factor ETF 7.0 29 56 6.6 +2.6
CLOD Themes Cloud Computing ETF 7.0 35 50 3.7 -0.4
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 6.9 65 20 3.7 -0.4
EDOW First Trust Dow 30 Equal Weight ETF 6.8 50 35 4.8 +0.7
DURA VanEck Durable High Dividend ETF 6.8 29 56 6.4 +2.3
ABFL Abacus FCF Leaders ETF 6.8 59 26 3.9 -0.2
VDIG Vanguard Wellington Dividend Growth Active ETF 6.8 40 45 4.5 +0.4
RDVY First Trust Rising Dividend Achievers ETF 6.8 50 35 5.2 +1.1
QDF FlexShares Quality Dividend Index Fund 6.8 37 48 5.6 +1.5
TMFC Motley Fool 100 Index ETF 6.7 50 35 3.1 -1.0
DAK Dakota Active Equity ETF 6.7 43 42 3.9 -0.2
TOPT iShares Top 20 U.S. Stocks ETF 6.7 20 65 3.4 -0.7
FQAL Fidelity Quality Factor ETF 6.7 15 70 4.9 +0.8
XMAG Defiance Large Cap ex-Mag 7 ETF 6.7 35 50 4.5 +0.4
MGV Vanguard Mega Cap Value ETF 6.6 7 78 5.6 +1.5
RAYD Rayliant Quantitative Developed Market Equity ETF 6.6 80 5 3.8 -0.3
SIXA ETC 6 Meridian Mega Cap Equity ETF 6.6 80 5 5.7 +1.6
IXG iShares Global Financials ETF 6.5 42 43 6.3 +2.2
QQMG Invesco ESG NASDAQ 100 ETF 6.5 20 65 3.5 -0.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 6.5 9 76 4.5 +0.5
CAML Congress Large Cap Growth ETF 6.4 66 19 2.4 -1.7
OALC OneAscent Large Cap Core ETF 6.4 86 -1 3.7 -0.4
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 6.4 56 29 7.2 +3.1
PAWZ ProShares Pet Care ETF 6.4 50 35 3.8 -0.3
BGIG Bahl & Gaynor Income Growth ETF 6.3 45 40 4.6 +0.5
IWY iShares Russell Top 200 Growth ETF 6.3 20 65 3.7 -0.4
USXF iShares ESG Advanced MSCI USA ETF 6.3 10 75 4.1 -0.0
XLG Invesco S&P 500 Top 50 ETF 6.3 20 65 3.8 -0.3
SPXT ProShares S&P 500 Ex-Technology ETF 6.3 9 76 4.9 +0.8
MODL VictoryShares WestEnd U.S. Sector ETF 6.3 42 43 4.2 +0.2
THRO iShares U.S. Thematic Rotation Active ETF 6.2 90 -5 3.3 -0.8
OEI Optimized Equity Income ETF 6.2 75 10 3.5 -0.6
HART IQ Healthy Hearts ETF 6.2 45 40 5.7 +1.6
XTL State Street SPDR S&P Telecom ETF 6.2 35 50 1.8 -2.3
ROUS Hartford Multifactor US Equity ETF 6.2 19 66 5.6 +1.5
QQQ Invesco QQQ Trust Series I 6.2 20 65 3.5 -0.6
IWP iShares Russell Mid-Cap Growth ETF 6.2 23 62 2.9 -1.2
TRFK Pacer Data and Digital Revolution ETF 6.1 60 25 2.6 -1.5
QQQM Invesco NASDAQ 100 ETF 6.1 15 70 3.6 -0.5
JEPI JPMorgan Equity Premium Income ETF 6.1 35 50 4.8 +0.7
TECB iShares U.S. Tech Breakthrough Multisector ETF 6.1 40 45 3.5 -0.6
SUSA iShares MSCI USA ESG Select ETF 6.1 25 60 4.2 +0.1
VONG Vanguard Russell 1000 Growth ETF 6.0 7 78 3.7 -0.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 6.0 32 53 4.2 +0.1
QDEF FlexShares Quality Dividend Defensive Index Fund 6.0 37 48 5.6 +1.5
MDLV Morgan Dempsey Large Cap Value ETF 6.0 58 27 5.9 +1.8
VOOV Vanguard S&P 500 Value ETF 6.0 7 78 5.8 +1.7
SPYV State Street SPDR Portfolio S&P 500 Value ETF 6.0 4 81 5.8 +1.7
IVE iShares S&P 500 Value ETF 6.0 18 67 5.7 +1.6
BPAY BlackRock Future Financial and Technology ETF 6.0 70 15 5.7 +1.6
IWF iShares Russell 1000 Growth ETF 6.0 19 66 3.6 -0.5
CHPX Global X AI Semiconductor & Quantum ETF 5.9 50 35 2.3 -1.8
TTAC FCF US Quality ETF 5.9 59 26 5.4 +1.3
DGRW WisdomTree US Quality Dividend Growth Fund 5.9 28 57 5.1 +1.0
AUSF Global X Adaptive U.S. Factor ETF 5.9 27 58 8.0 +4.0
DSPY Tema S&P 500 Historical Weight ETF 5.8 18 67 4.6 +0.5
QLTY GMO U.S. Quality ETF 5.8 50 35 4.1 0.0
KNCT Invesco Next Gen Connectivity ETF 5.8 40 45 3.7 -0.4
EQWL Invesco S&P 100 Equal Weight ETF 5.8 25 60 5.6 +1.6
FIDU Fidelity MSCI Industrial Index ETF 5.7 8 77 3.6 -0.5
RAFE PIMCO RAFI ESG U.S. ETF 5.7 29 56 6.6 +2.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 5.7 29 56 5.8 +1.7
SMRI Bushido Capital US Equity ETF 5.7 71 14 8.4 +4.3
IYZ iShares U.S. Telecommunications ETF 5.7 40 45 5.9 +1.8
AQEC AQE Core ETF 5.7 49 36 5.2 +1.1
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 5.7 30 55 7.6 +3.5
FCPI Fidelity Stocks for Inflation ETF 5.7 15 70 5.9 +1.8
XLI Industrial Select Sector SPDR 5.7 8 77 3.6 -0.5
SNPE Xtrackers S&P 500 ESG ETF 5.7 10 75 4.5 +0.5
QWLD SPDR MSCI World StrategicFactors ETF 5.7 30 55 5.2 +1.1
IUSV iShares Core S&P US Value ETF 5.7 4 81 5.9 +1.9
SNPV Xtrackers S&P 500 Value ESG ETF 5.7 15 70 5.7 +1.6
QUVU Hartford Quality Value ETF 5.6 46 39 5.7 +1.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 5.6 7 78 4.6 +0.5
SCHG Schwab U.S. Large-Cap Growth ETF 5.6 4 81 3.5 -0.6
VALQ American Century U.S. Quality Value ETF 5.6 29 56 7.3 +3.2
BRIF FIS Bright Portfolios Focused Equity ETF 5.6 65 20 3.7 -0.4
VLUE iShares MSCI USA Value Factor ETF 5.6 15 70 7.6 +3.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 5.6 35 50 5.8 +1.7
QVML Invesco S&P 500 QVM Multi-factor ETF 5.6 11 74 4.5 +0.4
POWA Invesco Bloomberg Pricing Power ETF 5.6 40 45 5.6 +1.5
GLBL Pacer MSCI World Industry Advantage ETF 5.5 65 20 3.6 -0.5
NACP Impact Shares NAACP Minority Empowerment ETF 5.5 49 36 4.1 -0.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 5.5 25 60 5.7 +1.6
DVND Touchstone Dividend Select ETF 5.5 67 18 5.4 +1.3
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 5.5 10 75 3.9 -0.2
VUG Vanguard Growth ETF 5.5 4 81 3.5 -0.6
CGDG Capital Group Dividend Growers ETF 5.5 47 38 5.1 +1.0
RSPT Invesco S&P 500 Equal Weight Technology ETF 5.5 40 45 4.6 +0.5
DSTL Distillate US Fundamental Stability & Value ETF 5.5 39 46 7.8 +3.7
QTOP iShares Nasdaq Top 30 Stocks ETF 5.5 20 65 3.1 -1.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 5.4 35 50 5.4 +1.3
FDVV Fidelity High Dividend ETF 5.4 15 70 6.9 +2.8
TOPC iShares S&P 500 3% Capped ETF 5.4 15 70 4.6 +0.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 5.4 10 75 3.9 -0.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 5.4 9 76 4.5 +0.4
CGUS Capital Group Core Equity ETF 5.4 33 52 3.7 -0.4
DSI iShares MSCI KLD 400 Social ETF 5.3 25 60 4.4 +0.3
IMCG iShares Morningstar Mid-Cap Growth ETF 5.3 6 79 3.5 -0.6
VFMV Vanguard U.S. Minimum Volatility ETF 5.3 13 72 5.8 +1.7
USSE Segall Bryant & Hamill Select Equity ETF 5.3 65 20 3.2 -0.9
USMF WisdomTree U.S. Multifactor Fund 5.3 28 57 6.6 +2.5
DJD Invesco Dow Jones Industrial Average Dividend ETF 5.3 7 78 6.8 +2.7
QDIV Global X S&P 500 Quality Dividend ETF 5.3 20 65 7.9 +3.8
PRXG Praxis Impact Large Cap Growth ETF 5.3 36 49 3.3 -0.8
DIVS SmartETFs Dividend Builder ETF 5.2 65 20 4.5 +0.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 5.2 8 77 4.6 +0.5
ACWV iShares MSCI Global Min Vol Factor ETF 5.2 20 65 5.7 +1.6
AVUQ Avantis U.S. Quality ETF 5.2 15 70 3.7 -0.4
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 5.2 40 45 7.2 +3.1
DLN WisdomTree U.S. LargeCap Dividend Fund 5.1 28 57 5.5 +1.5
HAPI Harbor Human Capital Factor US Large Cap ETF 5.1 36 49 4.2 +0.2
CSTK Invesco Comstock Contrarian Equity ETF 5.1 35 50 6.1 +2.0
PFI Invesco Dorsey Wright Financial Momentum ETF 5.1 60 25 4.9 +0.8
DTEC ALPS Disruptive Technologies ETF 5.1 50 35 3.9 -0.2
PDP Invesco Dorsey Wright Momentum ETF 5.1 62 23 1.5 -2.6
GGRW Gabelli Growth Innovators ETF 5.1 90 -5 2.0 -2.1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 5.0 49 36 4.8 +0.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 5.0 52 33 4.9 +0.8
OEF iShares S&P 100 ETF 5.0 20 65 4.0 -0.1
INRO iShares U.S. Industry Rotation Active ETF 5.0 42 43 3.8 -0.3
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 5.0 20 65 4.4 +0.4
SHE State Street SPDR MSCI USA Gender Diversity ETF 5.0 20 65 4.7 +0.6
ENHU iShares Enhanced Large Cap Core Active ETF 5.0 22 63 4.3 +0.2
XLV Health Care Select Sector SPDR 5.0 8 77 6.7 +2.6
SPXE ProShares S&P 500 Ex-Energy ETF 5.0 9 76 4.3 +0.2
PEXL Pacer US Export Leaders ETF 5.0 60 25 3.3 -0.8
DIA SPDR Dow Jones Industrial Average ETF 5.0 16 69 4.9 +0.8
PBUS Invesco MSCI USA ETF 5.0 4 81 4.4 +0.3
EGUS iShares ESG Aware MSCI USA Growth ETF 5.0 18 67 3.2 -0.9
DFVX Dimensional US Large Cap Vector ETF 4.9 22 63 5.4 +1.3
RW Rainwater Equity ETF 4.9 125 -40 2.9 -1.2
STXG Strive 1000 Growth ETF 4.9 18 67 3.4 -0.7
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 4.9 19 66 5.0 +1.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 4.9 30 55 4.0 -0.1
ILCG iShares Morningstar Growth ETF 4.9 4 81 3.2 -0.9
EVX VanEck Environmental Services ETF 4.9 55 30 3.9 -0.2
IWL iShares Russell Top 200 ETF 4.9 15 70 4.1 -0.0
FHLC Fidelity MSCI Health Care Index ETF 4.9 8 77 5.4 +1.4
PJP Invesco Pharmaceuticals ETF 4.9 57 28 7.3 +3.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 4.9 7 78 4.3 +0.2
XHE State Street SPDR S&P Health Care Equipment ETF 4.8 35 50 3.8 -0.3
MGC Vanguard Mega Cap ETF 4.8 7 78 4.1 +0.0
ABOT Abacus FCF Innovation Leaders ETF 4.8 69 16 4.2 +0.1
GSPY Gotham Enhanced 500 ETF 4.8 50 35 4.6 +0.5
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 4.8 27 58 6.5 +2.4
ROE Astoria US Quality Kings ETF 4.8 49 36 5.6 +1.5
CVLC Calvert US Large-Cap Core Responsible Index ETF 4.8 15 70 4.5 +0.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 4.8 10 75 4.4 +0.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 4.8 20 65 4.4 +0.3
IYH iShares U.S. Healthcare ETF 4.8 40 45 5.9 +1.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 4.8 2 83 4.4 +0.3
CATH Global X S&P 500 Catholic Values Custom ETF 4.8 29 56 4.2 +0.1
FDIG Fidelity Crypto Industry and Digital Payments ETF 4.8 39 46 -1.3 -5.4
DIVZ TrueShares Low Volatility Equity Income ETF 4.8 65 20 6.0 +1.9
IYK iShares U.S. Consumer Staples ETF 4.8 40 45 6.0 +1.9
DIVE Dana Concentrated Dividend ETF 4.8 65 20 6.9 +2.8
CHRI Global X S&P 500 Christian Values ETF 4.8 29 56 4.1 +0.1
IWFG IQ Winslow Focused Large Cap Growth ETF 4.8 65 20 2.2 -1.9
RSPH Invesco S&P 500 Equal Weight Health Care ETF 4.8 40 45 7.5 +3.4
STOX Horizon Core Equity ETF 4.8 70 15 3.8 -0.3
JHDV John Hancock U.S. High Dividend ETF 4.8 34 51 6.3 +2.2
MBOX Freedom Day Dividend ETF 4.8 39 46 7.0 +2.9
SFTY Horizon Managed Risk ETF 4.8 77 8 3.6 -0.5
HDV iShares Core High Dividend ETF 4.8 8 77 6.0 +1.9
SPXV ProShares S&P 500 Ex-Health Care ETF 4.8 9 76 4.1 +0.0
FELG Fidelity Enhanced Large Cap Growth ETF 4.7 18 67 3.4 -0.7
TOKE Cambria Cannabis ETF 4.7 42 43 1.0 -3.1
AIEQ AI Powered Equity ETF 4.7 75 10 3.9 -0.2
GQQQ Astoria US Quality Growth Kings ETF 4.7 35 50 3.6 -0.5
ESGU iShares ESG Aware MSCI USA ETF 4.7 15 70 4.4 +0.3
VOTE TCW Transform 500 ETF 4.7 5 80 4.3 +0.2
HRTS Tema Heart & Health ETF 4.7 75 10 2.9 -1.2
BKLC BNY Mellon US Large Cap Core Equity ETF 4.7 0 85 4.4 +0.3
LGDX Intech S&P Large Cap Diversified Alpha ETF 4.7 25 60 4.3 +0.2
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 4.7 20 65 4.2 +0.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.7 20 65 5.9 +1.8
IYC iShares U.S. Consumer Discretionary ETF 4.7 40 45 3.5 -0.6
RVRB Reverb ETF 4.7 30 55 4.0 -0.1
GDOC Goldman Sachs Future Health Care Equity ETF 4.7 75 10 1.0 -3.1
LRGE ClearBridge Large Cap Growth ESG ETF 4.6 59 26 2.8 -1.3
BMED Future Health ETF 4.6 85 0 1.2 -2.9
FDMO Fidelity Momentum Factor ETF 4.6 15 70 2.6 -1.5
VICE AdvisorShares Vice ETF 4.6 99 -14 5.6 +1.6
GRNY Fundstrat Granny Shots US Large Cap ETF 4.6 75 10 2.3 -1.8
ESGV Vanguard ESG U.S. Stock ETF 4.6 9 76 4.4 +0.3
FFOG Franklin Focused Growth ETF 4.6 61 24 1.7 -2.4
VOO Vanguard S&P 500 ETF 4.6 3 82 4.4 +0.3
KLMN Invesco MSCI North America Climate ETF 4.6 9 76 4.5 +0.4
XVV iShares ESG Screened S&P 500 ETF 4.6 8 77 4.3 +0.2
SPY SPDR S&P 500 ETF 4.6 9 76 4.4 +0.3
DTD WisdomTree U.S. Total Dividend Fund 4.6 28 57 5.8 +1.7
SPYM State Street SPDR Portfolio S&P 500 ETF 4.5 2 83 4.4 +0.3
IVV iShares Core S&P 500 ETF 4.5 3 82 4.4 +0.3
EQIN Columbia US Equity Income ETF 4.5 35 50 6.2 +2.1
CCSO Carbon Collective Climate Solutions US Equity ETF 4.5 35 50 0.9 -3.2
GXLC Global X U.S. 500 ETF 4.5 2 83 4.3 +0.2
NETZ TCW Transform Systems ETF 4.5 75 10 1.4 -2.7
VV Vanguard Large-Cap ETF 4.5 4 81 4.3 +0.2
PY Principal Value ETF 4.5 15 70 7.2 +3.1
VIS Vanguard Industrials ETF 4.5 9 76 3.6 -0.5
ILCB iShares Morningstar U.S. Equity ETF 4.5 3 82 4.3 +0.2
LCF Touchstone US Large Cap Focused ETF 4.5 69 16 3.8 -0.3
STRV Strive 500 ETF 4.5 5 80 4.3 +0.2
QGRW WisdomTree U.S. Quality Growth Fund 4.5 28 57 3.0 -1.1
FUNL CornerCap Fundametrics Large-Cap ETF 4.4 50 35 6.2 +2.1
CGGR Capital Group Growth ETF 4.4 39 46 2.6 -1.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 4.4 11 74 4.3 +0.3
PKB Invesco Building & Construction ETF 4.4 62 23 3.4 -0.7
SIXG Defiance Connective Technologies ETF 4.4 30 55 3.1 -1.0
RAUS RACWI US ETF 4.4 15 70 4.4 +0.3
CFA VictoryShares US 500 Volatility Wtd ETF 4.4 35 50 5.4 +1.3
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 4.4 40 45 5.3 +1.2
ADME Aptus Drawdown Managed Equity ETF 4.4 79 6 3.5 -0.6
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 4.3 41 44 4.5 +0.4
SCHX Schwab U.S. Large-Cap ETF 4.3 3 82 4.5 +0.4
SUSL iShares ESG MSCI USA Leaders ETF 4.3 10 75 4.4 +0.4
AIQ Global X Artificial Intelligence & Technology ETF 4.3 68 17 3.4 -0.7
MGK Vanguard Mega Cap Growth ETF 4.3 7 78 3.5 -0.6
JHML John Hancock Multifactor Large Cap ETF 4.3 29 56 4.7 +0.6
IWB iShares Russell 1000 ETF 4.3 15 70 4.4 +0.3
AVSU Avantis Responsible U.S. Equity ETF 4.2 15 70 5.2 +1.1
JMOM JPMorgan U.S. Momentum Factor ETF 4.2 12 73 3.6 -0.5
VONE Vanguard Russell 1000 ETF 4.2 7 78 4.4 +0.3
ABIG Argent Large Cap ETF 4.2 49 36 4.5 +0.4
IYY iShares Dow Jones U.S. ETF 4.2 20 65 4.3 +0.2
DFUS Dimensional U.S. Equity ETF 4.2 9 76 4.3 +0.2
AGRW Allspring LT Large Growth ETF 4.2 35 50 3.5 -0.6
TOV JLens 500 Jewish Advocacy U.S. ETF 4.2 18 67 4.1 +0.0
SCHK Schwab 1000 Index ETF 4.2 5 80 4.5 +0.4
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 4.2 3 82 4.6 +0.5
VYM Vanguard High Dividend Yield Index ETF 4.2 6 79 6.2 +2.1
IETC iShares U.S. Tech Independence Focused ETF 4.2 18 67 3.3 -0.8
GVIP Goldman Sachs Hedge Industry VIP ETF 4.2 45 40 2.6 -1.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4.2 10 75 4.5 +0.4
FFND Future Fund Active ETF 4.2 100 -15 4.4 +0.3
IYM iShares U.S. Basic Materials ETF 4.2 40 45 4.3 +0.2
HDUS Hartford Disciplined US Equity ETF 4.2 19 66 5.0 +0.9
CRTC Xtrackers US National Critical Technologies ETF 4.1 35 50 4.3 +0.2
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.1 58 27 4.9 +0.8
WCBR WisdomTree Cybersecurity Fund 4.1 45 40 3.2 -0.9
USRD Themes US R&D Champions ETF 4.1 29 56 4.3 +0.2
SCHV Schwab U.S. Large-Cap Value ETF 4.1 4 81 5.8 +1.7
ILCV iShares Morningstar Value ETF 4.1 4 81 5.5 +1.4
IWV iShares Russell 3000 ETF 4.1 20 65 4.2 +0.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 4.1 14 71 4.4 +0.3
DHS WisdomTree U.S. High Dividend Fund 4.1 38 47 8.2 +4.1
FVD First Trust Value Line Dividend Index Fund 4.0 65 20 5.6 +1.6
SCHB Schwab U.S. Broad Market ETF 4.0 3 82 4.4 +0.3
VHT Vanguard Health Care ETF 4.0 9 76 5.2 +1.1
VTHR Vanguard Russell 3000 ETF 4.0 7 78 4.3 +0.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 4.0 3 82 4.3 +0.2
VTI Vanguard Total Stock Market ETF 4.0 3 82 4.3 +0.2
SHRY First Trust Bloomberg Shareholder Yield ETF 4.0 60 25 8.4 +4.3
MDEV First Trust Indxx Medical Devices ETF 4.0 70 15 4.8 +0.7
IWX iShares Russell Top 200 Value ETF 4.0 20 65 5.2 +1.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.9 15 70 4.2 +0.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.9 9 76 5.4 +1.3
LCDS JPMorgan Fundamental Data Science Large Core ETF 3.9 30 55 4.2 +0.1
APUE ActivePassive U.S. Equity ETF 3.9 45 40 4.1 +0.0
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 3.9 40 45 5.5 +1.4
LRGF iShares U.S. Equity Factor ETF 3.9 8 77 4.8 +0.7
SSPY Syntax Stratified LargeCap ETF 3.8 30 55 6.2 +2.1
LRND IQ U.S. Large Cap R&D Leaders ETF 3.8 14 71 4.1 +0.0
DFAU Dimensional US Core Equity Market ETF 3.8 12 73 4.5 +0.4
VFQY Vanguard U.S. Quality Factor ETF 3.8 13 72 5.7 +1.6
RFDA RiverFront Dynamic US Dividend Advantage ETF 3.8 52 33 5.4 +1.3
SAGP Strategas Global Policy Opportunities ETF 3.8 65 20 4.7 +0.6
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 3.7 60 25 4.9 +0.8
QGRO American Century U.S. Quality Growth ETF 3.7 29 56 3.9 -0.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.7 65 20 5.0 +0.9
SMHX VanEck Fabless Semiconductor ETF 3.7 35 50 2.4 -1.7
EVUS iShares ESG Aware MSCI USA Value ETF 3.7 18 67 5.8 +1.7
FBCV Fidelity Blue Chip Value ETF 3.7 59 26 5.9 +1.9
EUSA iShares MSCI USA Equal Weighted ETF 3.7 9 76 5.7 +1.6
IBLC iShares Blockchain and Tech ETF 3.7 47 38 -1.3 -5.4
SDY State Street SPDR S&P Dividend ETF 3.7 35 50 6.1 +2.0
EPS WisdomTree U.S. LargeCap Fund 3.7 8 77 5.0 +0.9
VTV Vanguard Value ETF 3.6 4 81 6.0 +1.9
OCEN IQ Clean Oceans ETF 3.6 45 40 4.5 +0.4
RSP Invesco S&P 500 Equal Weight ETF 3.6 20 65 6.0 +1.9
KOKU Xtrackers MSCI Kokusai Equity ETF 3.6 9 76 4.6 +0.5
FIW First Trust Water ETF 3.6 53 32 4.8 +0.7
AVUS Avantis U.S. Equity ETF 3.6 15 70 4.9 +0.9
XLK Technology Select Sector SPDR 3.6 8 77 3.8 -0.3
SFY SoFi Select 500 ETF 3.6 0 85 4.0 -0.1
KAT Scharf ETF 3.6 87 -2 6.1 +2.0
DCOR Dimensional US Core Equity 1 ETF 3.5 14 71 4.8 +0.7
IUS Invesco RAFI Strategic US ETF 3.5 19 66 5.9 +1.8
VUSG Vanguard Wellington U.S. Growth Active ETF 3.5 35 50 2.6 -1.5
PTL Inspire 500 ETF 3.5 9 76 4.5 +0.4
KRMA Global X Conscious Companies ETF 3.5 43 42 5.5 +1.4
JGRO JPMorgan Active Growth ETF 3.5 44 41 2.5 -1.6
SPXN ProShares S&P 500 Ex-Financials ETF 3.5 9 76 4.2 +0.1
LRGC AB US Large Cap Strategic Equities ETF 3.5 48 37 3.9 -0.2
FELC Fidelity Enhanced Large Cap Core ETF 3.5 18 67 4.6 +0.5
IXJ iShares Global Healthcare ETF 3.5 42 43 6.2 +2.1
ZIG Acquirers Fund 3.5 84 1 19.9 +15.8
DEUS Xtrackers Russell US Multifactor ETF 3.5 17 68 6.5 +2.5
LST Leuthold Select Industries ETF 3.4 91 -6 5.0 +1.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 3.4 25 60 5.1 +1.0
HTEC ROBO Global Healthcare Technology and Innovation ETF 3.4 68 17 2.5 -1.6
DRUP GraniteShares Nasdaq Select Disruptors ETF 3.4 60 25 4.1 -0.0
TOK iShares MSCI Kokusai ETF 3.4 26 59 4.5 +0.4
YLDE ClearBridge Dividend Strategy ESG ETF 3.4 60 25 5.1 +1.1
PRAY FIS Christian Stock Fund 3.4 69 16 4.0 -0.1
XOEF iShares S&P 500 ex S&P 100 ETF 3.4 20 65 4.8 +0.7
SFGV Sequoia Global Value ETF 3.4 23 62 7.2 +3.1
SIZE iShares MSCI USA Size Factor ETF 3.4 15 70 5.6 +1.5
BGDV Bahl & Gaynor Dividend ETF 3.4 45 40 4.0 -0.1
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 3.4 49 36 7.8 +3.8
VOOG Vanguard S&P 500 Growth ETF 3.3 7 78 3.2 -0.9
DFAC Dimensional U.S. Core Equity 2 ETF 3.3 17 68 4.9 +0.8
WUGI AXS Esoterica NextG Economy ETF 3.3 75 10 1.7 -2.4
IGV iShares Expanded Tech-Software Sector ETF 3.3 41 44 3.9 -0.2
VO Vanguard Mid-Cap ETF 3.3 4 81 5.4 +1.3
SFYF SoFi Social 50 ETF 3.3 29 56 0.9 -3.2
FTDS First Trust Dividend Strength ETF 3.3 70 15 6.9 +2.8
PRXV Praxis Impact Large Cap Value ETF 3.3 36 49 5.8 +1.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 3.3 20 65 4.9 +0.8
BLCR iShares Large Cap Core Active ETF 3.3 36 49 3.0 -1.1
IVW iShares S&P 500 Growth ETF 3.3 18 67 3.1 -1.0
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 3.3 4 81 3.2 -0.9
PWV Invesco Large Cap Value ETF 3.2 55 30 6.4 +2.3
TBG TBG Dividend Focus ETF 3.2 59 26 6.4 +2.3
NULV Nuveen ESG Large-Cap Value ETF 3.2 26 59 5.4 +1.3
CGDV Capital Group Dividend Value ETF 3.2 33 52 4.0 -0.1
USEW Cambria US EW ETF 3.2 30 55 4.3 +0.2
ACSI American Customer Satisfaction ETF 3.2 65 20 4.9 +0.8
DFLV Dimensional US Large Cap Value ETF 3.2 22 63 6.3 +2.2
URTH iShares MSCI World ETF 3.2 24 61 4.5 +0.4
HWAY Themes US Infrastructure ETF 3.2 29 56 4.7 +0.6
GOP Unusual Whales Subversive Republican Trading ETF 3.2 50 35 4.5 +0.4
DGLO First Trust RBA Deglobalization ETF 3.2 70 15 5.4 +1.3
REVS Columbia Research Enhanced Value ETF 3.2 19 66 6.9 +2.8
KLMT Invesco MSCI Global Climate 500 ETF 3.2 10 75 5.2 +1.1
GINN Goldman Sachs Innovate Equity ETF 3.2 52 33 4.0 -0.1
GVUS Marketbeta Russell 1000 Value Equity ETF 3.1 12 73 5.6 +1.5
IOO iShares Global 100 ETF 3.1 41 44 4.0 -0.1
DIVY Sound Equity Dividend Income ETF 3.1 45 40 8.2 +4.1
PAVE Global X U.S. Infrastructure Development ETF 3.1 47 38 4.2 +0.1
DFSU Dimensional US Sustainability Core 1 ETF 3.1 18 67 4.8 +0.7
IUSG iShares Core S&P U.S. Growth ETF 3.1 4 81 3.3 -0.8
EXI iShares Global Industrials ETF 3.1 42 43 3.5 -0.6
AFLG First Trust Active Factor Large Cap ETF 3.1 55 30 5.2 +1.1
RWL Invesco S&P 500 Revenue ETF 3.1 39 46 6.0 +1.9
SPGP Invesco S&P 500 GARP ETF 3.1 34 51 5.9 +1.8
ESGG FlexShares STOXX Global ESG Select Index Fund 3.1 42 43 4.3 +0.2
TMDV ProShares Russell US Dividend Growers ETF 3.1 35 50 6.2 +2.1
FNDX Schwab Fundamental US Large Co. Index ETF 3.0 25 60 6.5 +2.4
XNTK State Street SPDR NYSE Technology ETF 3.0 35 50 3.0 -1.1
BUL Pacer US Cash Cows Growth ETF 3.0 60 25 3.4 -0.7
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 3.0 61 24 1.5 -2.6
PRF Invesco FTSE RAFI US 1000 ETF 3.0 34 51 5.9 +1.8
PTF Invesco Dorsey Wright Technology Momentum ETF 3.0 60 25 -1.0 -5.1
ONEQ Fidelity Nasdaq Composite Index ETF 3.0 21 64 3.1 -1.0
MILN Global X Millennial Consumer ETF 3.0 50 35 4.0 -0.1
GTEK Goldman Sachs Future Tech Leaders Equity ETF 3.0 75 10 2.2 -1.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.0 65 20 1.6 -2.5
FITE State Street SPDR S&P Kensho Future Security ETF 2.9 45 40 1.3 -2.8
IWD iShares Russell 1000 Value ETF 2.9 19 66 5.6 +1.5
VONV Vanguard Russell 1000 Value ETF 2.9 7 78 5.7 +1.6
TIME Clockwise Core Equity & Innovation ETF 2.9 95 -10 2.2 -1.9
DGT State Street SPDR Global Dow ETF 2.9 50 35 5.8 +1.7
FXZ First Trust Materials AlphaDEX Fund 2.9 61 24 6.7 +2.6
ETHO Etho Climate Leadership U.S. ETF 2.9 47 38 4.5 +0.4
DFUV Dimensional US Marketwide Value ETF 2.9 22 63 6.4 +2.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.9 15 70 6.5 +2.4
IMCB iShares Morningstar Mid-Cap ETF 2.9 4 81 5.4 +1.3
FDRR Fidelity Dividend ETF for Rising Rates 2.9 15 70 6.0 +1.9
NUMV Nuveen ESG Mid-Cap Value ETF 2.9 31 54 5.8 +1.7
LGRO Level Four Large Cap Growth Active ETF 2.9 55 30 4.0 -0.1
FNDB Schwab Fundamental US Broad Market Index ETF 2.8 25 60 6.5 +2.4
TPHD Timothy Plan High Dividend Stock ETF 2.8 52 33 6.0 +1.9
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.8 65 20 7.7 +3.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.8 75 10 3.3 -0.8
ACWI iShares MSCI ACWI ETF 2.8 32 53 4.8 +0.7
AGNG Global X Aging Population ETF 2.8 50 35 4.1 +0.0
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 2.8 12 73 3.7 -0.4
FLV American Century Focused Large Cap Value ETF 2.8 42 43 6.1 +2.0
FSST Fidelity Sustainable U.S. Equity ETF 2.8 59 26 3.3 -0.8
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 2.8 15 70 8.5 +4.4
RGEF Rockefeller Global Equity ETF 2.7 55 30 4.0 -0.1
HLAL Wahed FTSE USA Shariah ETF 2.7 50 35 4.0 -0.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.7 45 40 3.9 -0.2
FELV Fidelity Enhanced Large Cap Value ETF 2.7 18 67 5.9 +1.8
BFOR ALPS Barron's 400 ETF 2.7 65 20 5.0 +0.9
SURE AdvisorShares Insiders Advantage ETF 2.7 90 -5 8.2 +4.1
DXUV Dimensional US Vector Equity ETF 2.7 28 57 5.4 +1.3
SKYY First Trust Cloud Computing ETF 2.7 60 25 3.5 -0.6
RSPF Invesco S&P 500 Equal Weight Financials ETF 2.7 40 45 6.5 +2.4
XRT State Street SPDR S&P Retail ETF 2.7 35 50 7.6 +3.5
CGGO Capital Group Global Growth Equity ETF 2.7 47 38 4.3 +0.2
IGM iShares Expanded Tech Sector ETF 2.7 41 44 3.1 -1.0
RPG Invesco S&P 500 Pure Growth ETF 2.7 35 50 2.8 -1.3
RJDI RJ Eagle GCM Dividend Select Income ETF 2.6 55 30 4.5 +0.4
FVAL Fidelity Value Factor ETF 2.6 15 70 6.2 +2.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.6 12 73 4.6 +0.5
QLC FlexShares US Quality Large Cap Index Fund 2.6 25 60 4.7 +0.7
IDU iShares U.S. Utilities ETF 2.6 40 45 4.2 +0.1
LOGO Alpha Brands Consumption Leaders ETF 2.6 69 16 2.6 -1.5
VFMO Vanguard U.S. Momentum Factor ETF 2.6 13 72 1.8 -2.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.6 9 76 5.0 +0.9
FFLC Fidelity Fundamental Large Cap Core ETF 2.5 38 47 4.0 -0.1
MAGA Point Bridge America First ETF 2.5 72 13 5.2 +1.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 2.5 54 31 5.8 +1.7
SWP SWP Growth & Income ETF 2.5 99 -14 4.2 +0.2
GLOF iShares Global Equity Factor ETF 2.5 20 65 5.8 +1.7
VT Vanguard Total World Stock ETF 2.5 6 79 5.2 +1.1
NXTG First Trust Indxx NextG ETF 2.5 70 15 4.4 +0.3
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 2.4 49 36 7.8 +3.7
COWZ Pacer US Cash Cows 100 ETF 2.4 49 36 7.8 +3.7
TDIV First Trust NASDAQ Technology Dividend Index Fund 2.4 50 35 5.4 +1.3
DIVL Madison Dividend Value ETF 2.4 65 20 4.7 +0.6
AKAF The Frontier Economic Fund 2.4 20 65 5.1 +1.0
AVLV Avantis U.S. Large Cap Value ETF 2.4 15 70 6.0 +1.9
VGT Vanguard Information Technology ETF 2.4 9 76 3.5 -0.6
RFFC ALPS Active Equity Opportunity ETF 2.4 48 37 3.7 -0.4
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 2.4 20 65 7.4 +3.3
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 2.4 20 65 6.2 +2.2
FMED Fidelity Disruptive Medicine ETF 2.4 50 35 -1.2 -5.3
IXN iShares Global Tech ETF 2.3 41 44 3.2 -0.9
LIVR Intelligent Livermore ETF 2.3 69 16 2.9 -1.2
STXV Strive 1000 Value ETF 2.3 18 67 7.0 +2.9
IGPT Invesco AI and Next Gen Software ETF 2.3 60 25 3.4 -0.7
CSMD Congress SMid Growth ETF 2.3 69 16 3.6 -0.5
BITQ Bitwise Crypto Industry Innovators ETF 2.3 85 0 -2.3 -6.4
FTEC Fidelity MSCI Information Technology Index ETF 2.3 8 77 3.5 -0.6
MDCP VictoryShares THB Mid Cap ESG ETF 2.3 55 30 4.7 +0.6
ITAN Sparkline Intangible Value ETF 2.3 50 35 6.4 +2.3
JAVA JPMorgan Active Value ETF 2.3 44 41 5.6 +1.5
VFMF Vanguard U.S. Multifactor ETF 2.2 18 67 6.8 +2.7
AIVL WisdomTree U.S. AI Enhanced Value Fund 2.2 38 47 5.3 +1.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.2 18 67 6.9 +2.8
GXPT Global X PureCap MSCI Information Technology ETF 2.2 25 60 3.7 -0.4
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.2 52 33 5.0 +0.9
MNZL Manzil Russell Halal USA Broad MarketETF 2.2 40 45 4.1 0.0
AVIE Avantis  Inflation Focused Equity ETF 2.2 25 60 6.1 +2.0
QTUM Defiance Quantum ETF 2.1 40 45 4.6 +0.5
GURU Global X Guru Index ETF 2.1 75 10 2.5 -1.6
WTAI WisdomTree Artificial Intelligence and Innovation Fund 2.1 45 40 2.5 -1.6
BLOK Amplify Transformational Data Sharing ETF 2.1 75 10 -0.1 -4.2
YOKE Yoke Core ETF 2.1 42 43 3.8 -0.3
GEW Cambria Global EW ETF 2.1 29 56 5.5 +1.4
GDIV Harbor Dividend Growth Leaders ETF 2.1 50 35 4.1 -0.0
VLU State Street SPDR S&P 1500 Value Tilt ETF 2.1 12 73 6.4 +2.3
BEEX BeeHive ETF 2.1 84 1 3.9 -0.2
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 2.1 57 28 3.1 -1.0
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.1 50 35 8.7 +4.6
SMH VanEck Semiconductor ETF 2.0 35 50 2.5 -1.6
RNSC Furst Trust Small Cap US Equity Select ETF 2.0 60 25 4.6 +0.5
JGLO JPMorgan Global Select Equity ETF 2.0 33 52 4.3 +0.2
DIVG Invesco S&P 500 High Dividend Growers ETF 2.0 39 46 7.5 +3.4
AVMC Avantis U.S. Mid Cap Equity ETF 2.0 18 67 6.1 +2.0
SNSR Global X Internet of Things ETF 2.0 68 17 4.0 -0.1
FTC First Trust Large Cap Growth AlphaDEX Fund 2.0 59 26 1.9 -2.2
NUDV Nuveen ESG Dividend ETF 2.0 26 59 6.2 +2.1
FMDE Fidelity Enhanced Mid Cap ETF 2.0 23 62 5.5 +1.4
MOAT VanEck Morningstar Wide Moat ETF 2.0 46 39 5.6 +1.6
EQAL Invesco Russell 1000 Equal Weight ETF 2.0 20 65 6.1 +2.1
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 2.0 55 30 9.2 +5.1
IWR iShares Russell Midcap ETF 1.9 19 66 5.5 +1.4
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 1.9 40 45 5.7 +1.6
SMAP Amplify Small-Mid Cap Equity ETF 1.9 60 25 4.5 +0.4
GCOW Pacer Global Cash Cows Dividend ETF 1.9 60 25 9.0 +4.9
FDCF Fidelity Disruptive Communications ETF 1.9 50 35 2.0 -2.1
FEGE First Eagle Global Equity ETF 1.9 79 6 6.0 +2.0
SDOG ALPS Sector Dividend Dogs ETF 1.8 36 49 8.5 +4.4
JPEF JPMorgan Equity Focus ETF 1.8 50 35 3.9 -0.2
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.8 38 47 7.0 +2.9
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.8 35 50 7.0 +2.9
RNMC First Trust Mid Cap US Equity Select ETF 1.8 60 25 6.5 +2.4
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.8 60 25 9.9 +5.9
AIVC Amplify Bloomberg AI Value Chain ETF 1.8 59 26 4.7 +0.6
RECS Columbia Research Enhanced Core ETF 1.7 15 70 5.5 +1.4
AVMV Avantis U.S. Mid Cap Value ETF 1.7 20 65 7.4 +3.3
KOCG FIS Knights of Columbus Global Belief ETF 1.7 75 10 4.4 +0.3
FXH First Trust Health Care AlphaDEX Fund 1.7 62 23 4.8 +0.7
WRND IQ Global Equity R&D Leaders ETF 1.6 18 67 4.2 +0.1
FMKT The Free Markets ETF 1.6 76 9 4.2 +0.2
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 1.6 40 45 2.2 -1.9
OPTZ Optimize Strategy Index ETF 1.6 50 35 3.8 -0.3
WSGE Warren Street Global Equity ETF 1.5 80 5 2.9 -1.2
SIXL ETC 6 Meridian Low Beta Equity ETF 1.5 80 5 5.8 +1.7
FXL First Trust Technology AlphaDEX Fund 1.5 61 24 5.9 +1.8
MEDI Harbor Health Care ETF 1.5 80 5 -1.4 -5.5
HGRO Hedgeye Quality Growth ETF 1.5 70 15 3.5 -0.6
SPDV AAM S&P 500 High Dividend Value ETF 1.5 29 56 11.2 +7.1
FBCG Fidelity Blue Chip Growth ETF 1.5 59 26 2.3 -1.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.5 24 61 7.2 +3.1
ABEQ Absolute Select Value ETF 1.5 85 0 4.3 +0.2
VSDA VictoryShares Dividend Accelerator ETF 1.5 35 50 6.5 +2.4
IQM Franklin Intelligent Machines ETF 1.4 50 35 1.2 -2.9
ICAP InfraCap Equity Income Fund ETF 1.4 171 -86 4.5 +0.4
JHMM John Hancock Multifactor Mid Cap ETF 1.4 42 43 5.5 +1.4
XT iShares Exponential Technologies ETF 1.4 46 39 4.2 +0.2
BWEB Bitwise Web3 ETF 1.4 85 0 -0.1 -4.2
BCDF Horizon Kinetics Blockchain Development ETF 1.4 85 0 3.7 -0.4
BLES Inspire Global Hope ETF 1.3 61 24 5.8 +1.7
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 1.3 60 25 3.3 -0.8
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.3 60 25 5.2 +1.1
SRHQ SRH U.S. Quality ETF 1.3 35 50 6.4 +2.3
EBI Longview Advantage ETF 1.3 35 50 6.1 +2.1
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.3 58 27 3.5 -0.6
FEX First Trust Large Cap Core AlphaDEX Fund 1.3 59 26 5.1 +1.0
TMFX Motley Fool Next Index ETF 1.3 50 35 3.2 -0.9
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 1.3 60 25 7.8 +3.7
WLDR Affinity World Leaders Equity ETF 1.3 67 18 6.5 +2.4
FDWM Fidelity Women's Leadership ETF 1.2 59 26 3.7 -0.4
DEW WisdomTree Global High Dividend Fund 1.2 58 27 7.3 +3.2
VFLO VictoryShares Free Cash Flow ETF 1.2 39 46 8.0 +3.9
PINK Simplify Health Care ETF 1.2 50 35 1.0 -3.1
RND First Trust Bloomberg R&D Leaders ETF 1.2 60 25 2.6 -1.5
NVIR Horizon Kinetics Energy and Remediation ETF 1.2 85 0 5.0 +0.9
ROBO ROBO Global Robotics & Automation Index ETF 1.2 95 -10 2.6 -1.5
FLDZ RiverNorth Patriot ETF 1.2 75 10 5.7 +1.6
JVAL JPMorgan U.S. Value Factor ETF 1.1 12 73 7.3 +3.2
JDOC JPMorgan Healthcare Leaders ETF 1.1 65 20 3.5 -0.6
GVLU Gotham 1000 Value ETF 1.1 50 35 8.3 +4.2
TAX Cambria Tax Aware ETF 1.1 49 36 4.2 +0.1
FXD First Trust Consumer Discretionary AlphaDEX Fund 1.1 61 24 7.7 +3.6
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 10 6.3 +2.2
YNOT Horizon Digital Frontier ETF 1.0 75 10 2.7 -1.4
CVAR Cultivar ETF 1.0 87 -2 7.1 +3.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.0 64 21 1.3 -2.8
PKW Invesco Buyback Achievers ETF 1.0 62 23 7.3 +3.2
DVY iShares Select Dividend ETF 1.0 38 47 8.1 +4.1
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 1.0 61 24 5.8 +1.7
RBLD First Trust Alerian US NextGen Infrastructure ETF 0.9 65 20 3.9 -0.2
RCGE RockCreek Global Equality ETF 0.9 95 -10 6.1 +2.0
TRFM AAM Transformers ETF 0.9 49 36 1.1 -3.0
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.8 61 24 -0.7 -4.8
SDG iShares MSCI Global Sustainable Development Goals ETF 0.8 49 36 4.6 +0.5
SPHB Invesco S&P 500 High Beta ETF 0.8 25 60 4.1 -0.0
AGIX KraneShares Artificial Intelligence and Technology ETF 0.8 99 -14 1.5 -2.6
FXU First Trust Utilities AlphaDEX Fund 0.8 64 21 5.0 +1.0
FEOE First Eagle Overseas Equity ETF 0.8 79 6 6.1 +2.0
TRUT VanEck Technology TruSector ETF 0.8 13 72 4.1 +0.0
IWS iShares Russell Mid-Cap Value ETF 0.8 23 62 6.2 +2.1
IYW iShares U.S. Technology ETF 0.8 40 45 3.4 -0.7
MFVL Motley Fool Value Factor ETF 0.8 50 35 5.8 +1.7
XSW State Street SPDR S&P Software & Services ETF 0.8 35 50 3.3 -0.8
AOTG AOT Growth and Innovation ETF 0.7 75 10 1.5 -2.6
FSGS First Trust SMID Growth Strength ETF 0.7 60 25 4.9 +0.8
HELX Franklin Genomic Advancements ETF 0.7 50 35 -1.4 -5.5
FSCS First Trust SMID Capital Strength ETF 0.7 60 25 6.8 +2.7
FTA First Trust Large Cap Value AlphaDEX Fund 0.7 59 26 7.7 +3.6
AESR Anfield U.S. Equity Sector Rotation ETF 0.7 108 -23 3.1 -1.0
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.7 60 25 5.7 +1.6
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.7 15 70 5.2 +1.1
AIS VistaShares Artificial Intelligence Supercycle ETF 0.6 75 10 1.5 -2.6
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.6 20 65 0.9 -3.2
IMCV iShares Morningstar Mid-Cap Value ETF 0.6 6 79 7.1 +3.1
WTV WisdomTree US Value Fund of Benef Interest 0.6 12 73 8.0 +4.0
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.6 47 38 5.0 +0.9
FXO First Trust Financials AlphaDEX Fund 0.6 62 23 8.3 +4.2
XLY Consumer Discretionary Select Sector SPDR 0.6 8 77 4.4 +0.4
PNQI Invesco NASDAQ Internet ETF 0.6 60 25 3.8 -0.3
USCF Themes US Cash Flow Champions ETF 0.6 29 56 7.8 +3.7
WCEO Hypatia Women CEO ETF 0.6 85 0 4.9 +0.9
OGIG ALPS O'Shares Global Internet Giants ETF 0.6 48 37 2.7 -1.4
GINX SGI Enhanced Global Income ETF 0.6 98 -13 6.7 +2.6
FFF Founders 100 ETF 0.5 75 10 2.7 -1.4
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 6 4.3 +0.2
TMAT Main Thematic Innovation ETF 0.5 164 -79 -2.0 -6.1
SMOT VanEck Morningstar SMID Moat ETF 0.5 49 36 6.6 +2.5
STXM Strive Mid-Cap ETF 0.4 18 67 5.7 +1.6
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.4 8 77 4.4 +0.3
VCR Vanguard Consumer Discretionary ETF 0.4 9 76 4.4 +0.3
AFMC First Trust Active Factor Mid Cap ETF 0.4 65 20 7.2 +3.1
GXPD Global X PureCap MSCI Consumer Discretionary ETF 0.4 25 60 3.5 -0.6
RSHO Tema American Reshoring ETF 0.4 75 10 3.6 -0.5
LGCF Themes US Cash Flow Champions ETF 0.4 30 55 7.4 +3.3
VBR Vanguard Small Cap Value ETF 0.4 7 78 8.0 +3.9
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.4 20 65 8.9 +4.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.4 4 81 5.7 +1.6
XDAT Franklin Exponential Data ETF 0.4 50 35 1.4 -2.7
RXI iShares Global Consumer Discretionary ETF 0.4 41 44 8.0 +3.9
FPX First Trust US Equity Opportunities ETF 0.4 61 24 0.9 -3.2
FAB First Trust Multi Cap Value AlphaDEX Fund 0.3 67 18 8.7 +4.7
SCHM Schwab U.S. Mid-Cap ETF 0.3 4 81 6.0 +1.9
IVRS iShares Future Metaverse Tech and Communications ETF 0.3 47 38 5.3 +1.2
BUZZ VanEck Social Sentiment ETF 0.3 75 10 -0.7 -4.7
IYF iShares U.S. Financials ETF 0.3 40 45 5.8 +1.7
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.3 35 50 5.0 +0.9
SMMD iShares Russell 2500 ETF 0.2 15 70 5.7 +1.6
FNDA Schwab Fundamental US Small Co. Index ETF 0.2 25 60 6.3 +2.2
VB Vanguard Small-Cap ETF 0.2 5 80 5.4 +1.3
XLSR State Street US Sector Rotation ETF 0.2 70 15 4.5 +0.4
MTUM iShares MSCI USA Momentum Factor ETF 0.2 15 70 2.6 -1.5
VFVA Vanguard U.S. Value Factor ETF 0.1 13 72 9.7 +5.6
TRUD VanEck Consumer Disc TruSector ETF 0.1 14 71 2.9 -1.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.1 39 46 2.4 -1.7
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 20 0.0 -4.1

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 8.1 x
Less: Expense ratio 85 bp
Equals: ALTAR Score 4.1 %
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.