Fidelity Digital Health ETF
ALTAR
Score™		 0.2% info Recommen-
dation		 AVOID
2022E    2023E
P/E
ratio		 104.6x P/Sales
ratio		 3.1x
P/BV
ratio		 5.9x Div.
yield		 0.5%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
FDHT tracks a market-cap-weighted index of globally-listed companies involved in digital health technologies.

FUND BASICS
Category Global Equities
Fund Sponsor Fidelity
Website screener.fidelity.com/ftgw/etf/goto/snapshot/snapshot.jhtml?symbols=FDHT&type=o-NavBar
Inception date Oct 05, 2021
Assets (mns) $10
Currency USD
Expense ratio 39 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 50
Wgt avg mkt cap (mns) $16,589
Large cap (>$10bn) 36.5%
Mid cap ($2-10bn) 40.8%
Small cap (<$2bn) 21.1%
Developed mkts 96.9%
Emerging mkts 3.1%

TOP TEN HOLDINGS
RESMED INC 4.6 %
INTUITIVE SURGICAL INC 4.2 %
DEXCOM INC 4.1 %
INSULET CORP 3.7 %
VEEVA SYSTEMS INC-CLASS A 3.5 %
FISHER & PAYKEL HEALTHCARE C 3.1 %
SONOVA HOLDING AG-REG 3.1 %
COCHLEAR LIMITED 3.0 %
JD HEALTH INTERNATIONAL, INC. 3.0 %
INSPIRE MEDICAL SYSTEMS, INC. 2.8 %
Total 35.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 72.8 %
AUSTRALIA 4.9 %
CHINA 4.7 %
SWITZERLAND 4.4 %
DENMARK 3.5 %
NEW ZEALAND 3.1 %
HONG KONG 2.3 %
NETHERLANDS 1.7 %
GERMANY 1.6 %
JAPAN 1.1 %

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.
-25.8% -25.9% -- -- -26.0%

Market Correlations
versus... Beta R-squared
S&P500 0.94 72%
MSCI EAFE 0.91 63%
MSCI Emg. Mkts. 0.56 22%

Technical Indicators
Recent close $19.83
30d moving avg. $19.16
Annualized volatility 24.6%
Short interest (ETF) 0.0%
Relative strength (RSI) 51

Liquidity measures
Avg. volume (thou.) 2
Turnover 0.4%
Bid/Ask (% of price) 0.52%
ADV underlying (mns) $2,794

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 692 potential alternatives to the Fidelity Digital Health ETF ETF based on the alternatives' overlap in portfolio holdings with FDHT. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: FDHT Expense: 39 bp ALTAR Score™: 0.2%


ALTERNATIVE ETFs BASED ON OVERLAP WITH FDHT
Ticker Fund
Name		 Overlap1
vs FDHT
(%)		 Expense
ratio
(bp)		 Savings
vs FDHT
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs FDHT
(%)
EDOC Global X Telemedicine & Digital Health ETF 35.0 68 -29 -7.1 -7.3
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 29.6 65 -26 -0.3 -0.5
MDEV First Trust Indxx Medical Devices ETF 16.7 70 -31 3.5 +3.3
IHI iShares U.S. Medical Devices ETF 15.1 39 0 4.7 +4.5
GDOC Goldman Sachs Future Health Care Equity ETF 14.9 75 -36 1.7 +1.5
XHE SPDR S&P Health Care Equipment ETF 14.4 35 4 0.8 +0.6
PINK Simplify Health Care ETF 13.3 50 -11 5.0 +4.8
HTEC ROBO Global Healthcare Technology & Innovation ETF 13.0 68 -29 0.8 +0.6
IQM Franklin Intelligent Machines ETF 11.1 50 -11 3.8 +3.6
BMED BlackRock Future Health ETF 10.3 85 -46 2.0 +1.8
FXH First Trust Health Care AlphaDEX Fund 9.9 61 -22 7.3 +7.1
XHS SPDR S&P Health Care Services ETF 9.4 35 4 1.4 +1.2
IWFH iShares Virtual Work and Life Multisector ETF 7.2 47 -8 -1.2 -1.4
IHF iShares U.S. Healthcare Providers ETF 6.9 39 0 6.2 +6.0
PSCH Invesco S&P SmallCap Health Care ETF 6.7 29 10 3.0 +2.8
AGNG Global X Aging Population ETF 6.5 50 -11 4.0 +3.8
IYH iShares U.S. Healthcare ETF 6.2 39 0 7.5 +7.3
VHT Vanguard Health Care Index Fund 6.1 10 29 6.7 +6.5
FHLC Fidelity MSCI Health Care Index ETF 6.1 8 31 6.6 +6.4
KWEB KraneShares CSI China Internet ETF 6.1 69 -30 0.2 -0.0
RYH Invesco S&P 500 Equal Weight Health Care ETF 5.9 40 -1 8.3 +8.1
KTEC KraneShares Hang Seng TECH Index ETF 5.9 68 -29 -1.2 -1.4
XITK SPDR FactSet Innovative Technology ETF 5.8 45 -6 -3.0 -3.2
PSJ Invesco Dynamic Software ETF 5.8 56 -17 3.3 +3.1
BIBL Inspire ETF 5.5 35 4 5.4 +5.2
IBRN iShares Neuroscience and Healthcare ETF 5.4 47 -8 -2.4 -2.6
FCA First Trust China AlphaDEX Fund 5.2 80 -41 22.5 +22.3
XLV Health Care Select Sector SPDR Fund 5.2 10 29 8.5 +8.3
BFTR Future Innovators ETF 4.8 80 -41 1.9 +1.8
CGGO Capital Group Global Growth Equity ETF 4.7 47 -8 4.3 +4.1
TMFM Motley Fool Mid-Cap Growth ETF 4.6 85 -46 4.5 +4.3
FFTY Innovator IBD 50 ETF 4.4 80 -41 6.4 +6.2
BOTZ Global X Robotics & Artificial Intelligence ETF 4.2 68 -29 2.4 +2.2
VOT Vanguard Mid-Cap Growth Index Fund 4.2 7 32 4.6 +4.4
SNSR Global X Internet of Things Thematic ETF 4.1 68 -29 4.4 +4.2
FDG American Century Focused Dynamic Growth ETF 4.0 45 -6 3.2 +3.0
IXJ iShares Global Healthcare ETF 4.0 40 -1 7.7 +7.5
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 3.8 95 -56 2.5 +2.3
BTEC Principal Healthcare Innovators Index ETF 3.8 42 -3 -0.8 -1.0
DTEC ALPS Disruptive Technologies ETF 3.8 50 -11 4.1 +3.9
ARKG ARK Genomic Revolution ETF 3.7 75 -36 -4.0 -4.2
LRGE ClearBridge Large Cap Growth ESG ETF 3.7 59 -20 4.2 +4.0
FBCV Fidelity Blue Chip Value ETF 3.6 59 -20 7.3 +7.1
IWP iShares Russell Mid-Cap Growth ETF 3.6 23 16 4.7 +4.5
OUSM ALPS O'Shares Russell Small Cap Quality Dividend ETF 3.6 48 -9 7.6 +7.4
AIEQ AI Powered Equity ETF 3.3 75 -36 -1.8 -2.0
FDN First Trust Dow Jones Internet Index Fund 3.2 51 -12 3.2 +3.0
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 3.2 20 19 5.7 +5.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 3.1 75 -36 7.0 +6.8
ENZL iShares MSCI New Zealand Capped ETF 3.1 50 -11 2.9 +2.7
AUSF Global X Adaptive U.S. Factor ETF 3.1 27 12 6.8 +6.6
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 3.0 49 -10 6.7 +6.5
IPOS Renaissance International IPO ETF 3.0 80 -41 -6.1 -6.3
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 2.9 57 -18 5.8 +5.6
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 2.9 35 4 5.9 +5.7
ROBO Robo Global Robotics & Automation Index ETF 2.9 95 -56 3.1 +2.9
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 2.9 60 -21 5.4 +5.2
JFWD Jacob Forward ETF 2.9 75 -36 -12.5 -12.7
ANEW ProShares MSCI Transformational Changes ETF 2.8 45 -6 4.9 +4.7
BOSS Global X Founder-Run Companies ETF 2.8 45 -6 2.7 +2.5
IVDG Invesco Focused Discovery Growth ETF 2.8 59 -20 4.5 +4.3
BFIT Global X Health & Wellness ETF 2.7 50 -11 5.4 +5.2
CATH Global X S&P 500 Catholic Values Custom ETF 2.7 29 10 6.1 +6.0
GGRW Gabelli Growth Innovators ETF 2.7 90 -51 3.9 +3.7
AFSM First Trust Active Factor Small Cap ETF 2.6 75 -36 8.5 +8.3
SMOT VanEck Morningstar SMID Moat ETF 2.6 49 -10 7.8 +7.6
ISCG iShares Morningstar Small-Cap Growth ETF 2.5 6 33 1.3 +1.1
VFMV Vanguard U.S. Minimum Volatility ETF 2.4 13 26 6.8 +6.6
KOMP SPDR Kensho New Economies Composite ETF 2.4 20 19 0.7 +0.5
KMED KraneShares Emerging Markets Healthcare Index ETF 2.4 81 -42 2.5 +2.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.4 50 -11 6.5 +6.3
IWO iShares Russell 2000 Growth ETF 2.4 23 16 1.9 +1.7
VTWG Vanguard Russell 2000 Growth Index Fund 2.4 15 24 2.0 +1.9
VBK Vanguard Small-Cap Growth Index Fund 2.4 7 32 1.4 +1.2
QQQN VictoryShares Nasdaq Next 50 ETF 2.3 18 21 6.5 +6.3
NUMG Nuveen ESG Mid-Cap Growth ETF 2.3 30 9 2.2 +2.0
BOUT Innovator IBD Breakout Opportunities ETF 2.3 80 -41 5.4 +5.2
PTH Invesco DWA Healthcare Momentum ETF 2.3 60 -21 -1.1 -1.2
MOAT VanEck Morningstar Wide Moat ETF 2.2 47 -8 6.1 +5.9
PLAT WisdomTree Modern Tech Platforms Fund 2.2 20 19 -0.1 -0.3
ISHP First Trust S-Network E-Commerce ETF 2.2 60 -21 5.5 +5.3
CLRG IQ Chaikin U.S. Large Cap ETF 2.2 25 14 6.4 +6.2
VFMO Vanguard U.S. Momentum Factor ETF 2.1 13 26 3.0 +2.8
UPWD JPMorgan Social Advancement ETF 2.1 49 -10 6.5 +6.3
EDEN iShares MSCI Denmark Capped ETF 2.1 53 -14 5.1 +4.9
ARKF ARK Fintech Innovation ETF 2.1 75 -36 -1.3 -1.5
ARKW ARK Web x.0 ETF 2.1 83 -44 -4.3 -4.5
ARKK ARK Innovation ETF 2.1 75 -36 -6.8 -7.0
FYC First Trust Small Cap Growth AlphaDEX Fund 2.1 70 -31 1.9 +1.7
XSW SPDR S&P Software & Services ETF 2.1 35 4 3.5 +3.3
PKW Invesco Buyback Achievers ETF 2.1 64 -25 8.5 +8.3
RDVY First Trust Rising Dividend Achievers ETF 2.0 50 -11 9.0 +8.8
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 2.0 35 4 7.9 +7.7
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 2.0 56 -17 6.8 +6.6
VNMC Natixis Vaughan Nelson Mid Cap ETF 2.0 85 -46 6.9 +6.7
KONG Formidable Fortress ETF 2.0 89 -50 6.1 +5.9
WCLD WisdomTree Cloud Computing Fund 2.0 45 -6 -2.7 -2.9
JSML Janus Henderson Small Cap Growth Alpha ETF 2.0 30 9 10.1 +9.9
KEMQ Kraneshares Emerging Markets Consumer Technology Index ETF 2.0 59 -20 1.0 +0.8
TMFX Motley Fool Next Index ETF 2.0 50 -11 3.7 +3.5
IMCG iShares Morningstar Mid-Cap Growth ETF 2.0 6 33 4.7 +4.5
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 2.0 50 -11 2.7 +2.5
DSTL Distillate US Fundamental Stability & Value ETF 2.0 39 0 7.8 +7.6
CACG ClearBridge All Cap Growth ETF 2.0 53 -14 4.7 +4.5
SDGS Newday Sustainable Development Equity ETF 2.0 75 -36 6.0 +5.8
VO Vanguard Mid-Cap Index Fund 2.0 4 35 6.3 +6.1
SCHG Schwab U.S. Large-Cap Growth ETF 2.0 40 -1 4.8 +4.6
SPVU Invesco S&P 500 Enhanced Value ETF 1.9 13 26 11.6 +11.5
NVQ QRAFT AI-Enhanced US Next Value ETF 1.9 75 -36 10.7 +10.5
DUSA Davis Select U.S. Equity ETF 1.9 61 -22 10.2 +10.0
RAYD Rayliant Quantitative Developed Market Equity ETF 1.9 80 -41 9.2 +9.0
DWLD Davis Select Worldwide ETF 1.9 62 -23 8.7 +8.5
MBOX Freedom Day Dividend ETF 1.9 39 0 8.5 +8.3
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.9 49 -10 7.8 +7.6
AILV Alpha Intelligent - Large Cap Value ETF 1.9 85 -46 6.6 +6.4
FSST Fidelity Sustainability U.S. Equity ETF 1.9 59 -20 6.1 +5.9
FDWM Fidelity Women's Leadership ETF 1.9 59 -20 6.1 +5.9
RUFF Alpha Dog ETF 1.9 90 -51 6.0 +5.8
DWEQ AdvisorShares Dorsey Wright Alpha Equal Weight ETF 1.9 96 -57 5.2 +5.0
NZRO Strategy Shares Halt Climate Change ETF 1.9 95 -56 1.9 +1.7
KRMA Global X Conscious Companies ETF 1.9 43 -4 6.5 +6.3
MTUM iShares MSCI USA Momentum Factor ETF 1.9 15 24 6.5 +6.3
EQOP Natixis U.S. Equity Opportunities ETF 1.9 85 -46 6.0 +5.8
SUBS Fount Subscription Economy ETF 1.9 70 -31 5.2 +5.1
JOET Virtus Terranova US Quality Momentum ETF 1.9 29 10 6.8 +6.6
SYLD Cambria Shareholder Yield ETF 1.9 59 -20 11.0 +10.8
FTC First Trust Large Cap Growth AlphaDEX Fund 1.9 59 -20 5.1 +4.9
OALC OneAscent Large Cap Core ETF 1.8 76 -37 6.5 +6.3
TPLC Timothy Plan US Large Cap Core ETF 1.8 52 -13 6.4 +6.2
CGGR Capital Group Growth ETF 1.8 39 0 4.6 +4.4
SPHB Invesco S&P 500 High Beta ETF 1.8 25 14 4.2 +4.0
INNO Harbor Disruptive Innovation ETF 1.8 75 -36 -3.6 -3.8
EWGS iShares MSCI Germany Small Cap ETF 1.7 59 -20 8.0 +7.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.7 9 30 4.4 +4.2
NULV Nuveen ESG Large-Cap Value ETF 1.7 25 14 8.1 +7.9
VLUE iShares MSCI USA Value Factor ETF 1.7 15 24 12.5 +12.3
FXL First Trust Technology AlphaDEX Fund 1.7 61 -22 7.9 +7.7
FEX First Trust Large Cap Core AlphaDEX Fund 1.7 59 -20 7.4 +7.2
SHE SPDR SSGA Gender Diversity Index ETF 1.7 20 19 6.5 +6.3
BKSE BNY Mellon US Small Cap Core Equity ETF 1.7 4 35 5.6 +5.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.7 63 -24 3.6 +3.4
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 1.7 30 9 9.0 +8.9
NTZG Nuveen Global Net Zero Transition ETF 1.7 55 -16 5.6 +5.5
SSLY Syntax Stratified SmallCap ETF 1.7 35 4 7.3 +7.1
QGRO American Century STOXX U.S. Quality Growth ETF 1.7 29 10 6.2 +6.0
TECB iShares US Tech Breakthrough Multisector ETF 1.7 40 -1 5.9 +5.7
VXF Vanguard Extended Market Index Fund 1.7 6 33 3.7 +3.5
ISCB iShares Morningstar Small-Cap ETF 1.7 4 35 4.7 +4.5
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.6 60 -21 9.8 +9.7
JMOM JPMorgan U.S. Momentum Factor ETF 1.6 12 27 6.5 +6.3
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.6 12 27 7.0 +6.8
PSC Principal U.S. Small Cap Index ETF 1.6 38 1 8.5 +8.3
RNLC Large Cap US Equity Select ETF 1.6 60 -21 7.2 +7.0
IPO Renaissance IPO ETF 1.6 60 -21 -24.2 -24.4
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 1.5 35 4 7.8 +7.6
VFMF Vanguard U.S. Multifactor ETF 1.5 18 21 9.4 +9.2
JHSC John Hancock Multifactor Small Cap ETF 1.5 42 -3 6.4 +6.2
LEAD Siren DIVCON Leaders Dividend ETF 1.5 43 -4 8.0 +7.8
AOTG AOT Growth and Innovation ETF 1.5 75 -36 3.3 +3.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.5 80 -41 6.6 +6.4
NUEM Nuveen ESG Emerging Markets Equity ETF 1.5 35 4 7.0 +6.8
IWM iShares Russell 2000 ETF 1.5 19 20 3.9 +3.7
USMF WisdomTree U.S. Multifactor Fund 1.5 28 11 8.3 +8.1
VTWO Vanguard Russell 2000 Index Fund 1.5 10 29 4.0 +3.9
TMFG Motley Fool Global Opportunities ETF 1.5 85 -46 4.3 +4.1
XMLV Invesco S&P MidCap Low Volatility ETF 1.5 25 14 6.7 +6.5
ARKQ Ark Autonomous Tech. & Robotics ETF 1.5 75 -36 1.6 +1.4
BLES Inspire Global Hope Large Cap ETF 1.5 49 -10 6.4 +6.2
XDAT Franklin Exponential Data ETF 1.5 50 -11 4.0 +3.8
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 1.5 86 -47 1.5 +1.3
ACWF iShares MSCI Global Multifactor ETF 1.5 35 4 9.4 +9.3
SCHA Schwab U.S. Small-Cap ETF 1.5 4 35 5.1 +4.9
QQMG Invesco ESG NASDAQ 100 ETF 1.5 20 19 6.7 +6.5
DEIF Sterling Capital Diverse Multi-Manager Active ETF 1.5 65 -26 7.2 +7.0
SPGP Invesco S&P 500 GARP ETF 1.5 36 3 8.9 +8.7
PSL Invesco DWA Consumer Staples Momentum ETF 1.5 60 -21 4.8 +4.6
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.5 15 24 4.2 +4.0
EWEB Global X Emerging Markets Internet & E-commerce ETF 1.4 65 -26 0.8 +0.6
MRND IQ U.S. Mid Cap R&D Leaders ETF 1.4 16 23 2.2 +2.0
ROUS Hartford Multifactor US Equity ETF 1.4 19 20 8.1 +8.0
BYOB SoFi Be Your Own Boss ETF 1.4 59 -20 -5.2 -5.4
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.4 20 19 8.0 +7.8
IWR iShares Russell Midcap ETF 1.4 18 21 6.1 +5.9
ROSC Hartford Multifactor Small Cap ETF 1.4 34 5 10.9 +10.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.4 4 35 6.4 +6.2
QQQM Invesco NASDAQ 100 ETF 1.4 15 24 6.5 +6.3
QQQ Invesco QQQ Trust 1.4 20 19 6.1 +5.9
DFUV Dimensional US Marketwide Value ETF 1.4 23 16 8.4 +8.2
IMCB iShares Morningstar Mid-Cap ETF 1.4 4 35 6.4 +6.2
IUSS Invesco Strategic US Small Company ETF 1.4 23 16 6.5 +6.3
SXQG 6 Meridian Quality Growth ETF 1.4 100 -61 5.6 +5.4
PWV Invesco Dynamic Large Cap Value ETF 1.4 58 -19 8.1 +7.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.4 9 30 6.5 +6.3
ILCG iShares Morningstar Growth ETF 1.4 4 35 5.1 +4.9
RYT Invesco S&P 500 Equal Weight Technology ETF 1.4 40 -1 7.0 +6.9
DFND Siren DIVCON Dividend Defender ETF 1.4 150 -111 7.0 +6.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.4 20 19 7.2 +7.0
RAFE PIMCO RAFI ESG U.S. ETF 1.4 29 10 8.8 +8.6
DWAS Invesco DWA SmallCap Momentum ETF 1.4 60 -21 -0.0 -0.2
XSHQ Invesco S&P SmallCap Quality ETF 1.3 29 10 9.9 +9.7
SAMT Strategas Macro Thematic Opportunities ETF 1.3 65 -26 3.9 +3.7
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 1.3 20 19 7.1 +6.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.3 9 30 7.0 +6.8
PBSM Invesco PureBeta MSCI USA Small Cap ETF 1.3 6 33 5.4 +5.2
TMFC Motley Fool 100 Index ETF 1.3 50 -11 5.2 +5.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.3 10 29 6.6 +6.4
FSMD Fidelity Small-Mid Factor ETF 1.3 29 10 8.3 +8.2
AFLG First Trust Active Factor Large Cap ETF 1.3 55 -16 7.4 +7.2
MVPS Amplify Thematic All-Stars ETF 1.3 49 -10 2.4 +2.2
VFQY Vanguard U.S. Quality Factor ETF 1.3 13 26 8.3 +8.1
CFA VictoryShares US 500 Volatility Weighted Index ETF 1.3 35 4 7.0 +6.8
JSTC Adasina Social Justice All Cap Global ETF 1.3 89 -50 6.2 +6.0
RWL Invesco S&P 500 Revenue ETF 1.3 39 0 7.3 +7.1
AILG Alpha Intelligent - Large Cap Growth ETF 1.3 85 -46 4.5 +4.3
GURU Global X Guru Index ETF 1.3 75 -36 3.8 +3.6
PUNK Subversive Metaverse ETF 1.3 75 -36 2.7 +2.5
VUG Vanguard Growth Index Fund 1.3 4 35 5.4 +5.2
SQLV Legg Mason Small-Cap Quality Value 1.3 61 -22 11.1 +10.9
FMIL Fidelity New Millennium ETF 1.3 59 -20 6.7 +6.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.2 38 1 7.0 +6.8
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 1.2 21 18 4.5 +4.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.2 15 24 13.8 +13.6
HLGE Hartford Longevity Economy ETF 1.2 44 -5 8.2 +8.0
VEGN US Vegan Climate ETF 1.2 60 -21 6.0 +5.8
VONG Vanguard Russell 1000 Growth Index Fund 1.2 8 31 5.9 +5.7
COWZ Pacer US Cash Cows 100 ETF 1.2 49 -10 11.4 +11.2
IWF iShares Russell 1000 Growth ETF 1.2 18 21 5.8 +5.6
DSI iShares MSCI KLD 400 Social ETF 1.2 25 14 6.4 +6.2
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 1.2 17 22 5.3 +5.1
ARVR First Trust Indxx Metaverse ETF 1.2 70 -31 5.8 +5.6
XOUT GraniteShares XOUT U.S. Large Cap ETF 1.2 60 -21 5.5 +5.3
RYJ Invesco Raymond James SB-1 Equity ETF 1.2 81 -42 3.6 +3.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.2 7 32 5.7 +5.5
SIXL 6 Meridian Low Beta Equity Strategy ETF 1.2 82 -43 6.3 +6.2
ESG FlexShares STOXX US ESG Impact Index Fund 1.2 32 7 6.2 +6.0
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 1.2 25 14 9.6 +9.4
FTA First Trust Large Cap Value AlphaDEX Fund 1.2 59 -20 9.6 +9.4
ESGV Vanguard ESG U.S. Stock ETF 1.2 9 30 6.2 +6.0
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 1.2 69 -30 7.4 +7.2
NUSC Nuveen ESG Small-Cap ETF 1.2 30 9 5.7 +5.5
IQSU IQ Candriam ESG US Equity ETF 1.2 9 30 6.0 +5.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.2 39 0 4.8 +4.6
RFFC RiverFront Dynamic US Flex-Cap ETF 1.2 52 -13 6.2 +6.0
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.2 60 -21 5.8 +5.6
FVD First Trust Value Line Dividend Index Fund 1.2 67 -28 6.4 +6.2
QDEF FlexShares Quality Dividend Defensive Index Fund 1.2 37 2 7.7 +7.5
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.2 20 19 5.2 +5.0
FLQL Franklin LibertyQ U.S. Equity ETF 1.2 15 24 8.1 +7.9
ESGU iShares MSCI USA ESG Optimized ETF 1.2 15 24 6.3 +6.1
ACVF American Conservative Values ETF 1.2 75 -36 5.5 +5.3
JVAL JPMorgan U.S. Value Factor ETF 1.1 12 27 9.2 +9.0
IUS Invesco Strategic US ETF 1.1 19 20 7.7 +7.5
ISMD Inspire Small/Mid Cap Impact ETF 1.1 48 -9 6.3 +6.1
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 1.1 40 -1 7.3 +7.1
VB Vanguard Small-Cap ETF 1.1 5 34 5.6 +5.4
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.1 65 -26 9.4 +9.2
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.1 60 -21 9.3 +9.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.1 70 -31 2.5 +2.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.1 24 15 8.6 +8.4
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 1.1 17 22 6.7 +6.5
FYX First Trust Small Cap Core AlphaDEX Fund 1.1 61 -22 8.4 +8.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.1 49 -10 5.9 +5.7
SUSL iShares ESG MSCI USA Leaders ETF 1.1 10 29 6.4 +6.2
RNMC Mid Cap US Equity Select ETF 1.1 60 -21 8.6 +8.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.1 10 29 6.3 +6.2
SPVM Invesco S&P 500 Value with Momentum ETF 1.1 39 0 9.1 +8.9
EUSA iShares MSCI USA Equal Weighted ETF 1.1 9 30 6.2 +6.0
FBCG Fidelity Blue Chip Growth ETF 1.1 59 -20 3.0 +2.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.1 24 15 8.4 +8.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.1 29 10 7.4 +7.2
SIZE iShares MSCI USA Size Factor ETF 1.1 15 24 5.9 +5.7
VDNI V-Shares US Leadership Diversity ETF 1.1 29 10 6.8 +6.6
CVAR Cultivar ETF 1.1 87 -48 8.1 +7.9
SPXT ProShares S&P 500 Ex-Technology ETF 1.1 27 12 6.5 +6.3
FPX First Trust US IPO Index Fund 1.1 57 -18 1.8 +1.6
HLAL Wahed FTSE USA Shariah ETF 1.1 50 -11 6.0 +5.8
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 1.0 30 9 8.2 +8.0
CLOU Global X Cloud Computing ETF 1.0 68 -29 1.9 +1.7
IUSA Amberwave Invest USA JSG Fund 1.0 67 -28 6.8 +6.6
EQAL Invesco Russell 1000 Equal Weight ETF 1.0 20 19 6.4 +6.3
SPXN ProShares S&P 500 Ex-Financials ETF 1.0 27 12 6.2 +6.0
SPMO Invesco S&P 500 Momentum ETF 1.0 13 26 6.4 +6.2
EWL iShares MSCI Switzerland ETF 1.0 50 -11 4.7 +4.5
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.0 64 -25 7.5 +7.3
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 1.0 17 22 8.0 +7.9
DFAS Dimensional U.S. Small Cap ETF 1.0 28 11 6.5 +6.3
DFUS Dimensional U.S. Equity ETF 1.0 11 28 6.3 +6.1
SNPV Xtrackers S&P ESG Value ETF 1.0 15 24 7.3 +7.1
SFYX Sofi Next 500 ETF 1.0 0 39 6.0 +5.8
EPP iShares MSCI Pacific ex-Japan ETF 1.0 47 -8 5.2 +5.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.0 3 36 6.0 +5.8
VTI Vanguard Total Stock Market Index Fund 1.0 3 36 6.0 +5.8
FPXI First Trust International Equity Opportunities ETF 1.0 70 -31 0.9 +0.7
XVV iShares ESG Screened S&P 500 ETF 1.0 8 31 6.4 +6.2
VTHR Vanguard Russell 3000 Index Fund 1.0 10 29 6.0 +5.8
IWV iShares Russell 3000 ETF 1.0 20 19 5.9 +5.7
SLYG SPDR S&P 600 Small Cap Growth ETF 1.0 15 24 7.8 +7.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.0 15 24 7.8 +7.6
IJT iShares S&P Small-Cap 600 Growth ETF 1.0 18 21 7.8 +7.6
VOTE Engine No. 1 Transform 500 ETF 1.0 5 34 6.3 +6.1
SCHB Schwab U.S. Broad Market ETF 1.0 3 36 6.1 +5.9
VV Vanguard Large-Cap Index Fund 1.0 4 35 6.3 +6.1
QLC FlexShares US Quality Large Cap Index Fund 1.0 25 14 7.2 +7.0
STRV Strive 500 ETF 1.0 5 34 6.3 +6.1
REVS Columbia Research Enhanced Value ETF 1.0 19 20 9.1 +8.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.0 11 28 6.2 +6.0
BBAX JPMorgan BetaBuilders Developed Asia ex-Japan ETF 1.0 19 20 5.6 +5.4
TCHI iShares MSCI China Multisector Tech ETF 1.0 59 -20 3.5 +3.3
KOCG FIS Knights of Columbus Global Belief ETF 1.0 75 -36 7.8 +7.6
JHML John Hancock Multifactor Large Cap ETF 1.0 29 10 6.6 +6.4
HEET Hartford Schroders ESG US Equity ETF 1.0 39 0 7.4 +7.2
IYY iShares Dow Jones U.S. ETF 1.0 20 19 6.1 +5.9
RESP WisdomTree US ESG Fund of Benef Interest 1.0 28 11 7.5 +7.3
RSP Invesco S&P 500 Equal Weight ETF 1.0 20 19 6.6 +6.5
SCHK Schwab 1000 Index ETF 1.0 5 34 6.2 +6.1
IWB iShares Russell 1000 ETF 1.0 15 24 6.1 +6.0
VONE Vanguard Russell 1000 ETF 1.0 8 31 6.2 +6.0
PTF Invesco DWA Technology Momentum ETF 1.0 60 -21 3.7 +3.6
PBUS Invesco PureBeta MSCI USA ETF 1.0 4 35 6.3 +6.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.0 2 37 6.3 +6.1
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 1.0 25 14 6.5 +6.3
SCHX Schwab U.S. Large-Cap ETF 1.0 3 36 6.3 +6.1
GSPY Gotham Enhanced 500 ETF 0.9 50 -11 7.0 +6.8
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.9 65 -26 3.0 +2.8
ILCB iShares Morningstar U.S. Equity ETF 0.9 3 36 6.3 +6.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.9 7 32 6.3 +6.1
USXF iShares ESG Advanced MSCI USA ETF 0.9 10 29 6.2 +6.0
DEF Invesco Defensive Equity ETF 0.9 55 -16 6.3 +6.1
IWX iShares Russell Top 200 Value ETF 0.9 20 19 7.4 +7.2
SPXE ProShares S&P 500 Ex-Energy ETF 0.9 27 12 6.3 +6.1
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 0.9 20 19 8.0 +7.8
XT iShares Exponential Technologies ETF 0.9 46 -7 4.1 +3.9
SFY SoFi Select 500 ETF 0.9 0 39 6.4 +6.2
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.9 35 4 9.4 +9.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.9 20 19 6.1 +5.9
QUS SPDR MSCI USA StrategicFactors ETF 0.9 15 24 6.9 +6.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.9 20 19 19.2 +19.0
FDMO Fidelity Momentum Factor ETF 0.9 29 10 6.0 +5.8
SUSA iShares MSCI USA ESG Select ETF 0.9 25 14 6.0 +5.8
CSML IQ Chaikin U.S. Small Cap ETF 0.9 35 4 5.7 +5.5
SMDY Syntax Stratified MidCap ETF 0.9 35 4 7.1 +6.9
QQQS Invesco NASDAQ Future Gen 200 ETF 0.9 20 19 -6.4 -6.6
HKND Humankind US Stock ETF 0.9 11 28 7.8 +7.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.9 14 25 6.4 +6.2
FLSW Franklin FTSE Switzerland ETF 0.9 9 30 5.6 +5.4
MGV Vanguard Mega Cap Value ETF 0.9 7 32 7.7 +7.5
FNX First Trust Mid Cap Core AlphaDEX Fund 0.9 59 -20 8.1 +7.9
ETHO Etho Climate Leadership U.S. ETF 0.9 47 -8 4.6 +4.4
VALQ American Century STOXX U.S. Quality Value ETF 0.9 29 10 10.3 +10.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.9 75 -36 9.3 +9.1
VOOV Vanguard S&P 500 Value ETF 0.9 10 29 6.8 +6.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.9 15 24 8.0 +7.8
IVE iShares S&P 500 Value ETF 0.9 18 21 6.7 +6.6
FLDZ RiverNorth Volition America Patriot ETF 0.9 70 -31 5.6 +5.4
SPYV SPDR Portfolio S&P 500 Value ETF 0.9 4 35 6.9 +6.7
IUSV iShares Core S&P U.S. Value ETF 0.9 4 35 7.0 +6.8
IJJ iShares S&P Mid-Cap 400 Value ETF 0.9 18 21 7.8 +7.6
SPY SPDR S&P 500 ETF Trust 0.9 9 30 6.4 +6.2
FDLO Fidelity Low Volatility Factor ETF 0.9 29 10 6.1 +5.9
MDYV SPDR S&P 400 Mid Cap Value ETF 0.9 15 24 7.9 +7.7
IVV iShares Core S&P 500 ETF 0.9 3 36 6.4 +6.2
VOO VANGUARD S&P 500 ETF 0.9 3 36 6.4 +6.2
AVSC Avantis U.S Small Cap Equity ETF 0.9 25 14 5.1 +4.9
SPLG SPDR Portfolio S&P 500 ETF 0.9 3 36 6.4 +6.2
IVW iShares S&P 500 Growth ETF 0.9 18 21 6.3 +6.1
VOOG Vanguard S&P 500 Growth ETF 0.9 10 29 6.4 +6.2
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 0.9 15 24 6.5 +6.3
SPYG SPDR Portfolio S&P 500 Growth ETF 0.9 4 35 6.4 +6.2
FDNI First Trust Dow Jones International Internet ETF 0.9 65 -26 2.2 +2.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.9 30 9 8.9 +8.7
LVOL American Century Low Volatility ETF 0.9 29 10 5.7 +5.5
SPTM SPDR Portfolio Total Stock Market ETF 0.9 3 36 6.5 +6.3
ONEO SPDR Russell 1000 Momentum Focus ETF 0.8 20 19 8.4 +8.2
ISCV iShares Morningstar Small Cap Value ETF 0.8 6 33 7.9 +7.7
DFAU Dimensional US Core Equity Market ETF 0.8 12 27 6.4 +6.2
IUSG iShares Core S&P US Growth ETF 0.8 4 35 6.4 +6.2
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.8 10 29 6.0 +5.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.8 65 -26 5.4 +5.2
XJR iShares ESG Screened S&P Small-Cap ETF 0.8 12 27 7.3 +7.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 0.8 25 14 6.0 +5.9
KEJI Global X China Innovation ETF 0.8 75 -36 2.5 +2.3
BKLC BNY Mellon US Large Cap Core Equity ETF 0.8 0 39 6.3 +6.1
IMCV iShares Morningstar Mid-Cap Value ETF 0.8 6 33 8.1 +7.9
VLU SPDR S&P 1500 Value Tilt ETF 0.8 12 27 8.2 +8.0
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.8 50 -11 8.1 +7.9
VAMO Cambria Value & Momentum ETF 0.8 64 -25 9.7 +9.5
FLAU Franklin FTSE Australia ETF 0.8 9 30 5.8 +5.6
RNDV US Equity Dividend Select ETF 0.8 50 -11 9.1 +9.0
FSZ First Trust Switzerland AlphaDEX Fund 0.8 80 -41 4.9 +4.7
ESIX SPDR S&P SmallCap 600 ESG ETF 0.8 12 27 8.2 +8.0
DFAC Dimensional U.S. Core Equity 2 ETF 0.8 19 20 6.8 +6.6
SMLE Xtrackers S&P SmallCap 600 ESG ETF 0.8 15 24 8.1 +7.9
SPMV Invesco S&P 500 Minimum Variance ETF 0.8 10 29 6.3 +6.1
IWL iShares Russell Top 200 ETF 0.8 15 24 6.2 +6.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.8 15 24 7.8 +7.6
FVAL Fidelity Value Factor ETF 0.8 29 10 9.8 +9.6
EWA iShares MSCI Australia ETF 0.8 50 -11 5.2 +5.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.8 10 29 5.9 +5.7
MGC Vanguard Mega Cap Index Fund 0.8 7 32 6.3 +6.1
AFMC First Trust Active Factor Mid Cap ETF 0.8 65 -26 9.0 +8.8
JPIN JPMorgan Diversified Return International Equity ETF 0.8 37 2 8.7 +8.5
DGRW WisdomTree U.S. Quality Dividend Growth Fund 0.8 28 11 7.3 +7.1
FAB First Trust Multi Cap Value AlphaDEX Fund 0.8 69 -30 10.7 +10.5
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 0.8 47 -8 -0.2 -0.4
VIOO Vanguard S&P Small-Cap 600 ETF 0.8 10 29 7.7 +7.5
IJR iShares Core S&P Small Cap ETF 0.8 6 33 7.7 +7.5
SLY SPDR S&P 600 Small Cap ETF 0.8 15 24 7.7 +7.5
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.8 5 34 7.7 +7.5
TOK iShares MSCI Kokusai ETF 0.8 25 14 6.5 +6.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.8 12 27 6.5 +6.3
DSTX Distillate International Fundamental Stability & Value ETF 0.8 55 -16 7.9 +7.7
TPSC Timothy Plan US Small Cap Core ETF 0.8 52 -13 8.3 +8.1
KOKU Xtrackers MSCI Kokusai Equity ETF 0.7 9 30 6.6 +6.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.7 15 24 8.1 +7.9
VTV Vanguard Value Index Fund 0.7 4 35 7.7 +7.6
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.7 42 -3 6.6 +6.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.7 18 21 8.3 +8.1
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 0.7 19 20 8.2 +8.0
IWC iShares Micro-Cap ETF 0.7 60 -21 -5.5 -5.7
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.7 80 -41 8.1 +7.9
NULG Nuveen ESG Large-Cap Growth ETF 0.7 25 14 5.1 +4.9
FNDX Schwab Fundamental U.S. Large Co. Index ETF 0.7 25 14 7.7 +7.5
EWMC Invesco S&P MidCap 400 Equal Weight ETF 0.7 40 -1 7.2 +7.0
PRF Invesco FTSE RAFI US 1000 ETF 0.7 39 0 7.6 +7.4
JHMM John Hancock Multifactor Mid Cap ETF 0.7 41 -2 7.3 +7.1
FNDB Schwab Fundamental U.S. Broad Market Index ETF 0.7 25 14 7.6 +7.4
XSLV Invesco S&P SmallCap Low Volatility ETF 0.7 25 14 7.5 +7.4
URTH iShares MSCI World ETF 0.7 24 15 6.6 +6.4
WTV WisdomTree US Value Fund 0.7 12 27 9.0 +8.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.7 19 20 7.3 +7.1
VONV Vanguard Russell 1000 Value Index Fund 0.7 8 31 7.4 +7.2
IWD iShares Russell 1000 Value ETF 0.7 18 21 7.3 +7.1
EPS WisdomTree U.S. Earnings 500 Fund 0.7 8 31 7.7 +7.5
ITAN Sparkline Intangible Value ETF 0.7 50 -11 7.6 +7.4
WLDR Affinity World Leaders Equity ETF 0.7 67 -28 9.2 +9.1
KDIV KraneShares S&P Pan Asia Dividend Aristocrats Index ETF 0.7 69 -30 9.3 +9.1
FXI iShares China Large-Cap ETF 0.7 74 -35 12.8 +12.6
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.7 25 14 6.4 +6.2
GVLU Gotham 1000 Value ETF 0.7 50 -11 10.1 +10.0
IWY iShares Russell Top 200 Growth ETF 0.7 20 19 6.0 +5.8
ACWI iShares MSCI ACWI ETF 0.7 32 7 6.6 +6.4
AVUS Avantis U.S. Equity ETF 0.7 15 24 7.0 +6.8
SSPY Syntax Stratified LargeCap ETF 0.7 30 9 7.1 +6.9
DFSV Dimensional US Small Cap Value ETF 0.7 31 8 8.3 +8.1
MCHI iShares MSCI China ETF 0.7 57 -18 9.0 +8.8
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.7 15 24 6.0 +5.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.7 20 19 6.8 +6.6
MGK Vanguard Mega Cap Growth ETF 0.7 7 32 5.6 +5.4
EES WisdomTree SmallCap Earnings Fund 0.7 38 1 10.2 +10.0
RPG Invesco S&P 500 Pure Growth ETF 0.7 35 4 7.7 +7.5
VT Vanguard Total World Stock ETF 0.6 7 32 6.7 +6.5
NACP Impact Shares NAACP Minority Empowerment ETF 0.6 49 -10 6.4 +6.2
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.6 47 -8 9.5 +9.3
IDHQ Invesco S&P International Developed Quality ETF 0.6 29 10 7.1 +6.9
VTWV Vanguard Russell 2000 Value Index Fund 0.6 15 24 5.9 +5.7
IWN iShares Russell 2000 Value ETF 0.6 23 16 5.8 +5.6
VFVA Vanguard U.S. Value Factor ETF 0.6 13 26 11.7 +11.5
CEFA Global X S&P Catholic Values Developed ex-U.S. ETF 0.6 35 4 6.7 +6.5
EZM WisdomTree U.S. MidCap Earnings Fund 0.6 38 1 10.0 +9.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.6 18 21 6.4 +6.3
QWLD SPDR MSCI World StrategicFactors ETF 0.6 30 9 7.0 +6.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.6 9 30 6.3 +6.2
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.6 35 4 8.5 +8.3
QDF FlexShares Quality Dividend Index Fund 0.6 37 2 8.0 +7.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.6 12 27 6.3 +6.1
ESGE iShares ESG Aware MSCI EM ETF 0.6 25 14 8.3 +8.1
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 0.6 29 10 7.8 +7.6
WOMN Impact Shares YWCA Women's Empowerment ETF 0.6 75 -36 6.7 +6.5
PDP Invesco DWA Momentum ETF 0.6 62 -23 5.1 +4.9
XJH iShares ESG Screened S&P Mid-Cap ETF 0.6 12 27 7.5 +7.3
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.6 20 19 7.0 +6.8
CALF Pacer US Small Cap Cash Cows 100 ETF 0.5 59 -20 12.9 +12.7
SCHM Schwab U.S. Mid-Cap ETF 0.5 4 35 6.1 +5.9
DSMC Distillate Small/Mid Cash Flow ETF 0.5 55 -16 12.0 +11.8
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.5 15 24 7.7 +7.5
SKYY First Trust Cloud Computing ETF 0.5 60 -21 3.9 +3.7
JAVA JPMorgan Active Value ETF 0.5 44 -5 6.7 +6.5
SLYV SPDR S&P 600 Small Cap Value ETF 0.5 15 24 7.8 +7.6
MDY SPDR S&P Midcap 400 ETF Trust 0.5 22 17 7.3 +7.1
IJS iShares S&P Small-cap 600 Value ETF 0.5 18 21 7.7 +7.5
XSMO Invesco S&P SmallCap Momentum ETF 0.5 39 0 7.2 +7.0
QVML Invesco S&P 500 QVM Multi-factor ETF 0.5 11 28 6.6 +6.4
GXC SPDR S&P China ETF 0.5 59 -20 8.7 +8.5
ILCV iShares Morningstar Value ETF 0.5 4 35 7.6 +7.4
IVOO Vanguard S&P Mid-Cap 400 ETF 0.5 10 29 7.5 +7.3
IJH iShares Core S&P Mid-Cap ETF 0.5 5 34 7.5 +7.3
SPMD SPDR Portfolio Mid Cap ETF 0.5 5 34 7.5 +7.3
NULC Nuveen ESG Large-Cap ETF 0.5 20 19 6.2 +6.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.5 60 -21 5.1 +4.9
ADME Aptus Drawdown Managed Equity ETF 0.5 79 -40 5.6 +5.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.5 20 19 7.5 +7.3
FLCH Franklin FTSE China ETF 0.5 19 20 9.3 +9.1
CIRC JPMorgan Sustainable Consumption ETF 0.5 49 -10 4.8 +4.6
HELX Franklin Genomic Advancements ETF 0.5 50 -11 0.9 +0.7
DIVB iShares Core Dividend 0.5 5 34 8.1 +7.9
WWJD Inspire International ESG ETF 0.5 69 -30 6.7 +6.5
ISZE iShares Edge MSCI Intl Size Factor ETF 0.5 30 9 6.4 +6.2
DLN WisdomTree U.S. LargeCap Dividend Fund 0.5 28 11 7.2 +7.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.5 25 14 7.3 +7.1
EFG iShares MSCI EAFE Growth ETF 0.5 35 4 4.8 +4.6
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.5 32 7 5.3 +5.1
BFOR Barron's 400 ETF 0.5 65 -26 8.9 +8.7
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.5 52 -13 6.2 +6.0
IYW iShares U.S. Technology ETF 0.5 39 0 6.3 +6.1
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.5 14 25 6.5 +6.4
YPS Arrow Reverse Cap 500 ETF 0.5 29 10 6.4 +6.2
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.5 42 -3 5.9 +5.7
DTD WisdomTree U.S.Total Dividend Fund 0.5 28 11 7.4 +7.2
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.5 29 10 9.3 +9.1
CHIQ Global X MSCI China Consumer ETF 0.4 65 -26 2.7 +2.5
SDG iShares Sustainable MSCI Global Impact ETF 0.4 49 -10 8.6 +8.4
DFAT Dimensional U.S. Targeted Value ETF 0.4 29 10 8.5 +8.3
TPIF Timothy Plan International ETF 0.4 62 -23 6.7 +6.5
RECS Columbia Research Enhanced Core ETF 0.4 15 24 7.3 +7.1
BKF iShares MSCI BRIC ETF 0.4 70 -31 8.7 +8.5
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 0.4 35 4 8.0 +7.8
DMXF iShares ESG Advanced MSCI EAFE ETF 0.4 12 27 6.3 +6.1
BTHM BlackRock Future U.S. Themes ETF 0.4 60 -21 6.5 +6.3
FLRG Fidelity U.S. Multifactor ETF 0.4 29 10 8.3 +8.1
DIHP Dimensional International High Profitability ETF 0.4 29 10 7.7 +7.5
JQUA JPMorgan U.S. Quality Factor ETF 0.4 12 27 6.9 +6.7
CN Xtrackers MSCI All China Equity ETF 0.4 50 -11 9.4 +9.2
FTEC Fidelity MSCI Information Technology Index ETF 0.4 8 31 6.1 +5.9
VGT Vanguard Information Technology Index Fund 0.4 10 29 6.1 +5.9
IETC iShares Evolved U.S. Technology ETF 0.4 18 21 5.8 +5.6
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.4 49 -10 5.3 +5.1
FNK First Trust Mid Cap Value AlphaDEX Fund 0.4 70 -31 11.8 +11.6
QINT American Century Quality Diversified International ETF 0.4 39 0 8.7 +8.5
FUNL CornerCap Fundametrics Large-Cap ETF 0.4 50 -11 8.3 +8.1
SNPE Xtrackers S&P 500 ESG ETF 0.4 10 29 6.5 +6.4
KESG KraneShares MSCI China ESG Leaders Index ETF 0.4 59 -20 10.2 +10.0
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.4 48 -9 7.4 +7.3
SMMD iShares Russell 2500 ETF 0.4 15 24 5.8 +5.6
DWMC AdvisorShares Dorsey Wright Micro-Cap ETF 0.4 127 -88 2.0 +1.8
RESD WisdomTree International ESG Fund 0.4 30 9 7.0 +6.8
DON WisdomTree U.S. MidCap Dividend Fund 0.4 38 1 8.5 +8.3
IGM iShares Expanded Tech Sector ETF 0.4 40 -1 5.8 +5.6
XLK Technology Select Sector SPDR Fund 0.4 10 29 6.5 +6.3
USMV iShares Edge MSCI Min Vol USA ETF 0.4 15 24 6.3 +6.1
IQDG WisdomTree International Quality Dividend Growth Fund 0.4 42 -3 5.3 +5.1
ISCF iShares Edge MSCI Multifactor Intl Small-Cap ETF 0.4 40 -1 8.7 +8.5
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.4 39 0 8.8 +8.6
SVAL iShares US Small Cap Value Factor ETF 0.4 20 19 10.8 +10.6
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.4 25 14 7.7 +7.5
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.3 29 10 5.7 +5.6
FCPI Fidelity Stocks for Inflation ETF 0.3 29 10 9.3 +9.1
IPAC iShares Core MSCI Pacific ETF 0.3 9 30 6.7 +6.5
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.3 60 -21 5.4 +5.2
IQLT iShares Edge MSCI Intl Quality Factor ETF 0.3 30 9 7.2 +7.0
RWK Invesco S&P MidCap 400 Revenue ETF 0.3 39 0 9.4 +9.2
ESGD iShares MSCI EAFE ESG Optimized ETF 0.3 20 19 6.6 +6.4
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 0.3 35 4 7.4 +7.2
RODE Hartford Multifactor Diversified International ETF 0.3 29 10 12.6 +12.4
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 0.3 18 21 7.7 +7.6
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.3 39 0 7.5 +7.3
CZA Invesco Zacks Mid-Cap ETF 0.3 69 -30 6.5 +6.3
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 0.3 40 -1 8.0 +7.8
UBCB UBC Algorithmic Fundamentals ETF 0.3 75 -36 5.6 +5.4
INTF iShares Edge MSCI Multifactor Intl ETF 0.3 15 24 8.1 +7.9
QUAL iShares MSCI Usa Quality Factor ETF 0.3 15 24 7.4 +7.2
CIL VictoryShares International Volatility Weighted Index ETF 0.3 45 -6 7.1 +6.9
VPL Vanguard FTSE Pacific ETF 0.3 8 31 7.2 +7.0
IXN iShares Global Tech ETF 0.3 40 -1 6.0 +5.8
IEUS iShares MSCI Europe Small-Cap ETF 0.3 40 -1 5.4 +5.2
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.3 58 -19 5.9 +5.7
RNDM First Trust Developed International Equity Select ETF 0.3 65 -26 6.3 +6.1
EEMA iShares MSCI Emerging Markets Asia ETF 0.3 50 -11 7.2 +7.0
TRFM AAM Transformers ETF 0.3 49 -10 2.5 +2.3
FNDC Schwab Fundamental International Small Co. Index ETF 0.3 39 0 6.7 +6.5
SNPG Xtrackers S&P 500 Growth ESG ETF 0.3 15 24 6.1 +5.9
DEEF Xtrackers FTSE Developed ex US Comprehensive Factor ETF 0.3 24 15 8.2 +8.0
RESE WisdomTree Emerging Markets ESG Fund 0.3 32 7 7.7 +7.5
SAGP Strategas Global Policy Opportunities ETF 0.3 65 -26 7.4 +7.2
KLDW Gavekal Knowledge Leaders Developed World ETF 0.3 75 -36 4.9 +4.7
VBR Vanguard Small Cap Value Index Fund 0.3 7 32 8.2 +8.0
VSGX Vanguard ESG International Stock ETF 0.3 12 27 7.0 +6.8
SCZ iShares MSCI EAFE Small-Cap ETF 0.3 39 0 5.6 +5.4
VIGI Vanguard International Dividend Appreciation ETF 0.3 15 24 6.2 +6.0
QEFA SPDR MSCI EAFE Quality Mix ETF 0.3 30 9 6.8 +6.6
PXUS Principal International Adaptive Multi-Factor ETF 0.3 24 15 7.4 +7.2
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.3 30 9 16.2 +16.0
IWS iShares Russell Mid-Cap Value ETF 0.3 23 16 7.0 +6.8
FYT First Trust Small Cap Value AlphaDEX Fund 0.3 71 -32 12.0 +11.8
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.3 20 19 13.3 +13.1
QDYN FlexShares Quality Dividend Dynamic Index Fund 0.3 37 2 8.8 +8.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.3 29 10 7.7 +7.5
VSLU Applied Finance Valuation Large Cap ETF 0.3 49 -10 7.7 +7.5
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.3 69 -30 6.8 +6.6
FDEV Fidelity Targeted International Factor ETF 0.2 39 0 7.1 +7.0
JHMD John Hancock Multifactor Developed International ETF 0.2 39 0 7.6 +7.4
IEFA iShares Core MSCI EAFE ETF 0.2 7 32 6.7 +6.5
HFXI IQ 50 Percent Hedged FTSE International ETF 0.2 20 19 7.4 +7.2
IDEV iShares Core MSCI International Developed Markets ETF 0.2 4 35 6.8 +6.6
DFIS Dimensional International Small Cap ETF 0.2 39 0 5.4 +5.2
JEMA JPMorgan Emerging Markets Equity Core ETF 0.2 39 0 7.3 +7.1
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.2 35 4 8.0 +7.8
EFA iShares MSCI EAFE ETF 0.2 32 7 6.7 +6.5
PNQI Invesco NASDAQ Internet ETF 0.2 60 -21 3.2 +3.0
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.2 66 -27 7.3 +7.1
EEM iShares MSCI Emerging Markets ETF 0.2 68 -29 7.6 +7.4
DFIC Dimensional International Core Equity 2 ETF 0.2 23 16 7.0 +6.9
DFAI Dimensional International Core Equity Market ETF 0.2 18 21 6.6 +6.5
IXUS ishares Core MSCI Total International Stock ETF 0.2 7 32 7.1 +6.9
IQSI IQ Candriam ESG International Equity ETF 0.2 15 24 6.8 +6.7
SDGA Impact Shares Sustainable Development Goals Global ETF 0.2 75 -36 7.4 +7.2
GWX SPDR S&P International Small Cap ETF 0.2 40 -1 5.3 +5.1
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.2 32 7 6.2 +6.0
PBDM Invesco PureBeta FTSE Developed ex-North America ETF 0.2 7 32 7.1 +6.9
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.2 41 -2 8.1 +8.0
ACWX iShares MSCI ACWI ex U.S. ETF 0.2 32 7 7.2 +7.0
ONEY SPDR Russell 1000 Yield Focus ETF 0.2 20 19 10.1 +9.9
PBEE Invesco PureBeta FTSE Emerging Markets ETF 0.2 16 23 7.4 +7.2
SPDW SPDR Portfolio Developed World ex-US ETF 0.2 4 35 6.7 +6.5
BKIE BNY Mellon International Equity ETF 0.2 4 35 7.4 +7.2
EMXF iShares ESG Advanced MSCI EM ETF 0.2 16 23 8.4 +8.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.2 15 24 7.5 +7.3
VEA Vanguard FTSE Developed Markets ETF 0.2 5 34 7.1 +6.9
VEU Vanguard FTSE All-World ex-US Index Fund 0.2 7 32 7.4 +7.2
IEMG iShares Core MSCI Emerging Markets ETF 0.2 9 30 7.9 +7.7
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.2 58 -19 5.8 +5.6
KALL KraneShares MSCI All China Index ETF 0.2 48 -9 10.2 +10.0
IEUR iShares Core MSCI Europe ETF 0.2 9 30 6.7 +6.5
VXUS Vanguard Total International Stock ETF 0.2 7 32 7.3 +7.1
FLAX Franklin FTSE Asia Ex Japan ETF 0.2 19 20 7.6 +7.5
EFAV iShares Edge MSCI Min Vol EAFE ETF 0.2 20 19 5.9 +5.7
SPEM SPDR Portfolio Emerging Markets ETF 0.2 11 28 7.7 +7.5
SCHE Schwab Emerging Markets Equity ETF 0.2 11 28 7.6 +7.4
LDEM iShares ESG MSCI EM Leaders ETF 0.2 16 23 8.5 +8.3
SCHC Schwab International Small-Cap Equity ETF 0.2 11 28 5.7 +5.5
VGK Vanguard FTSE Europe ETF 0.2 8 31 6.8 +6.6
TTAC TrimTabs US Free Cash Flow Quality ETF 0.2 59 -20 7.3 +7.1
GSID Goldman Sachs MarketBeta International Equity ETF 0.2 20 19 7.0 +6.8
VWO Vanguard FTSE Emerging Markets ETF 0.2 8 31 7.9 +7.8
SPEU SPDR Portfolio Europe ETF 0.2 9 30 6.6 +6.5
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 0.2 20 19 7.4 +7.2
SCHV Schwab U.S. Large-Cap Value ETF 0.2 4 35 7.5 +7.3
CIZ VictoryShares Developed Enhanced Volatility Weighted Index E 0.2 45 -6 7.4 +7.2
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.2 46 -7 6.9 +6.7
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.2 36 3 8.9 +8.7
IJK iShares S&P Mid-Cap 400 Growth ETF 0.2 17 22 7.1 +6.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.2 15 24 7.2 +7.0
VIRS Pacer BioThreat Strategy ETF 0.2 70 -31 7.2 +7.0
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.2 15 24 7.1 +6.9
BBEU JPMorgan BetaBuilders Europe ETF 0.2 9 30 7.0 +6.8
FLEH Franklin FTSE Europe Hedged ETF 0.1 9 30 8.9 +8.7
BKEM BNY Mellon Emerging Markets Equity ETF 0.1 11 28 8.1 +8.0
REMG SPDR Bloomberg SASB Emerging Markets ESG Select ETF 0.1 16 23 9.0 +8.8
FLEE Franklin FTSE Europe ETF 0.1 9 30 7.1 +6.9
SQEW LeaderShares Equity Skew ETF 0.1 75 -36 5.4 +5.2
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 9 7.2 +7.0
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.1 39 0 7.1 +6.9
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.1 7 32 6.2 +6.0
IEV iShares Europe ETF 0.1 58 -19 6.4 +6.2
DWMF WisdomTree International Multifactor Fund 0.1 38 1 9.2 +9.1
SCHF Schwab International Equity ETF 0.1 6 33 7.4 +7.2
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.1 25 14 7.0 +6.8
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 31 8 8.5 +8.3
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.1 58 -19 8.3 +8.1
SPXV ProShares S&P 500 Ex-Health Care ETF 0.1 27 12 5.9 +5.8
DIM WisdomTree International MidCap Dividend Fund 0.1 58 -19 8.6 +8.4
SCJ iShares MSCI Japan Small-Cap ETF 0.1 50 -11 6.3 +6.1
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 0 7.8 +7.6
DFAE Dimensional Emerging Core Equity Market ETF 0.1 35 4 8.3 +8.1
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.1 59 -20 10.0 +9.8
GMF SPDR S&P Emerging Asia Pacific ETF 0.1 49 -10 6.9 +6.7
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.1 15 24 8.7 +8.5
DLS WisdomTree International SmallCap Dividend Fund 0.1 58 -19 8.3 +8.1
RDMX SPDR Bloomberg SASB Developed Markets EX US ESG Select ETF 0.1 12 27 7.3 +7.1
LRGF iShares Edge MSCI Multifactor USA ETF 0.1 8 31 7.2 +7.0
DXGE WisdomTree Germany Hedged Equity Fund 0.1 48 -9 9.3 +9.1
IGV iShares Expanded Tech-Software ETF 0.1 40 -1 4.3 +4.1
AVDE Avantis International Equity ETF 0.1 23 16 8.0 +7.8
JHEM John Hancock Multifactor Emerging Markets ETF 0.1 49 -10 8.6 +8.4
DGRO iShares Core Dividend Growth ETF 0.1 8 31 7.7 +7.5
AVEM Avantis Emerging Markets Equity ETF 0.1 33 6 9.3 +9.1
DOL WisdomTree International LargeCap Dividend Fund 0.1 48 -9 8.3 +8.1
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 3 7.3 +7.1
DWM WisdomTree International Equity Fund 0.1 48 -9 8.2 +8.0
ACWV iShares MSCI Global Min Vol Factor ETF 0.1 20 19 7.0 +6.8
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.1 40 -1 8.4 +8.2
DFIV Dimensional International Value ETF 0.0 30 9 9.5 +9.3
ISDX Invesco RAFI Strategic Developed ex-US ETF 0.0 23 16 7.8 +7.6
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.0 47 -8 6.5 +6.3
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.0 30 9 6.2 +6.0
FLJH Franklin FTSE Japan Hedged ETF 0.0 9 30 9.7 +9.5
VYM Vanguard High Dividend Yield Index ETF 0.0 6 33 8.0 +7.8
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 39 0 9.0 +8.9
IQDE FlexShares International Quality Dividend Defensive Index ET 0.0 47 -8 8.7 +8.5
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 -6 7.9 +7.7
FLJP Franklin FTSE Japan ETF 0.0 9 30 7.5 +7.3
IGRO iShares International Dividend Growth ETF 0.0 15 24 9.1 +8.9
QLVD FlexShares Developed Markets ex-US Quality Low Volatility Id 0.0 32 7 6.3 +6.1

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

  2017 2018 2019 2020 2021 2022E 2023E
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
  2021 2022E 2023E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 Fidelity Digital Health ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 3.2 %
Divided by: Fwd. P/BV 5.5 x
Less: Expense ratio 39 bp
Equals: ALTAR Score 0.2 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.50 CATEGORY
AVERAGE		 1.47
 
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.