Fidelity MSCI Consumer Discretionary Index ETF
ALTAR
Score™
4.3% info Recommen-
dation
UNDERWEIGHT
2025E    2026E
P/E
ratio
26.9x P/Sales
ratio
1.8x
P/BV
ratio
5.2x Div.
yield
0.8%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The Fidelity MSCI Consumer Discretionary Index ETF is an exchange-traded fund incorporated in the USA. The ETF seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the MSCI USA IMI Consumer Discretionary Index.

FUND BASICS
Category US Equities
Fund Sponsor FMR LLC
Website www.fidelity.com
Inception date Oct 21, 2013
Assets (mns) $1,787
Currency USD
Expense ratio 8 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust Co
Weighting Market Cap
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 250
Wgt avg mkt cap (mns) $821,082
Large cap (>$10bn) 85.2%
Mid cap ($2-10bn) 11.7%
Small cap (<$2bn) 3.1%
Developed mkts 98.8%
Emerging mkts 1.2%

TOP TEN HOLDINGS
AMAZON.COM INC 20.9 %
TESLA MOTORS INC 17.9 %
HOME DEPOT INC 4.6 %
MCDONALD'S CORP 3.2 %
BOOKING HOLDINGS INC. 2.6 %
TJX COMPANIES INC 2.5 %
LOWE'S COS INC 2.0 %
STARBUCKS CORP 1.4 %
MERCADOLIBRE INC 1.4 %
DOORDASH, INC. CLASS A 1.3 %
Total 57.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 95.2 %
ARGENTINA 1.4 %
IRELAND 1.0 %
SWITZERLAND 0.5 %
BRITAIN 0.1 %
BERMUDA 0.1 %
BAHAMAS 0.1 %




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.
-8.7% 11.0% 4.9% 12.7% 12.1%

Market Correlations
versus... Beta R-squared
S&P500 1.14 80%
MSCI EAFE 0.98 51%
MSCI Emg. Mkts. 0.78 43%

Technical Indicators
Recent close $100.98
30d moving avg. $96.50
Annualized volatility 21.1%
Short interest (ETF) 0.2%
Short interest (Underlying) 4.3%
Relative strength (RSI) 56

Liquidity measures
Avg. volume (thou.) 101
Turnover 0.6%
Bid/Ask (% of price) 0.05%
ADV underlying (mns) $62,602

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 947 potential alternatives to the Fidelity MSCI Consumer Discretionary Index ETF ETF based on the alternatives' overlap in portfolio holdings with FDIS. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: FDIS Expense: 8 bp ALTAR Score™: 4.3%


ALTERNATIVE ETFs BASED ON OVERLAP WITH FDIS
Ticker Fund
Name
Overlap1
vs FDIS
(%)
Expense
ratio
(bp)
Savings
vs FDIS
(bp)
ALTAR
Score™
(%)
ALTAR
vs FDIS
(%)
XLY Consumer Discretionary Select Sector SPDR 77.6 8 0 4.4 +0.0
GXPD Global X PureCap MSCI Consumer Discretionary ETF 77.1 25 -17 3.4 -0.9
IYC iShares U.S. Consumer Discretionary ETF 64.3 40 -32 3.5 -0.8
RXI iShares Global Consumer Discretionary ETF 59.1 41 -33 8.0 +3.7
TRUD VanEck Consumer Disc TruSector ETF 42.7 14 -6 2.8 -1.5
IEDI iShares U.S. Consumer Focused ETF 39.0 18 -10 4.9 +0.6
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 37.8 40 -32 5.8 +1.5
RTH VanEck Retail ETF 35.3 35 -27 4.6 +0.2
LVDS JPMorgan Fundamental Data Science Large Value ETF 26.2 49 -41 5.1 +0.7
ONLN ProShares Online Retail ETF 24.5 58 -50 1.2 -3.2
FXD First Trust Consumer Discretionary AlphaDEX Fund 23.5 61 -53 7.8 +3.5
MILN Global X Millennial Consumer ETF 22.0 50 -42 3.9 -0.4
BCOR Grayscale Bitcoin Adopters ETF 19.4 59 -51 1.7 -2.6
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 19.3 60 -52 4.9 +0.6
FDG American Century Focused Dynamic Growth ETF 19.3 45 -37 1.7 -2.6
FDN First Trust Dow Jones Internet Index Fund 18.5 52 -44 2.7 -1.6
SFYF SoFi Social 50 ETF 18.5 29 -21 0.8 -3.5
FDND FT Vest Dow Jones Internet & Target Income ETF 18.5 75 -67 2.6 -1.7
BUYZ Franklin Disruptive Commerce ETF 17.3 50 -42 2.3 -2.1
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 17.2 29 -21 7.1 +2.8
TMFE Motley Fool Capital Efficiency 100 Index ETF 16.9 50 -42 3.4 -0.9
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 16.7 60 -52 0.8 -3.6
AVLV Avantis U.S. Large Cap Value ETF 16.1 15 -7 6.0 +1.6
SPXT ProShares S&P 500 Ex-Technology ETF 15.9 9 -1 4.9 +0.5
LRGE ClearBridge Large Cap Growth ESG ETF 15.6 59 -51 2.7 -1.7
PNQI Invesco NASDAQ Internet ETF 15.5 60 -52 3.7 -0.7
FFOG Franklin Focused Growth ETF 15.5 61 -53 1.6 -2.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 15.4 9 -1 4.4 +0.1
RND First Trust Bloomberg R&D Leaders ETF 14.9 60 -52 2.5 -1.8
FBCG Fidelity Blue Chip Growth ETF 14.8 59 -51 2.2 -2.1
CGGR Capital Group Growth ETF 14.6 39 -31 2.6 -1.8
IBUY Amplify Online Retail ETF 14.5 65 -57 2.2 -2.1
AVUQ Avantis U.S. Quality ETF 14.1 15 -7 3.6 -0.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 13.7 19 -11 5.1 +0.8
EMOT First Trust S&P 500 Economic Moat ETF 13.6 60 -52 8.0 +3.7
MFIG Motley Fool Innovative Growth Factor ETF 13.6 50 -42 2.9 -1.5
GGUS Marketbeta Russell 1000 Growth Equity ETF 13.4 12 -4 3.4 -0.9
TTAC FCF US Quality ETF 13.4 59 -51 5.4 +1.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 13.3 48 -40 5.6 +1.3
AKAF The Frontier Economic Fund 13.3 20 -12 5.2 +0.9
ACSI American Customer Satisfaction ETF 13.2 65 -57 4.7 +0.4
XRT State Street SPDR S&P Retail ETF 13.2 35 -27 7.5 +3.2
ONEQ Fidelity Nasdaq Composite Index ETF 13.0 21 -13 2.9 -1.4
JGRO JPMorgan Active Growth ETF 12.9 44 -36 2.4 -1.9
IWF iShares Russell 1000 Growth ETF 12.8 19 -11 3.4 -0.9
EGUS iShares ESG Aware MSCI USA Growth ETF 12.8 18 -10 3.1 -1.3
MGK Vanguard Mega Cap Growth ETF 12.8 7 1 17.0 +12.7
AVSU Avantis Responsible U.S. Equity ETF 12.7 15 -7 5.1 +0.7
QQQ Invesco QQQ Trust Series I 12.6 20 -12 3.3 -1.0
JPEF JPMorgan Equity Focus ETF 12.6 50 -42 3.8 -0.6
QQQM Invesco NASDAQ 100 ETF 12.6 15 -7 3.4 -1.0
PRXG Praxis Impact Large Cap Growth ETF 12.5 36 -28 3.1 -1.2
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 12.5 19 -11 4.9 +0.6
SCHG Schwab U.S. Large-Cap Growth ETF 12.4 4 4 3.3 -1.0
VONG Vanguard Russell 1000 Growth ETF 12.3 7 1 3.5 -0.8
DUNK Dana Unconstrained Equity ETF 12.3 75 -67 2.2 -2.2
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 12.3 60 -52 4.1 -0.2
SPXN ProShares S&P 500 Ex-Financials ETF 12.2 9 -1 4.1 -0.3
FLQL Franklin LibertyQ U.S. Equity ETF 12.2 15 -7 4.6 +0.3
SSPY Syntax Stratified LargeCap ETF 12.2 30 -22 6.2 +1.8
VUG Vanguard Growth ETF 12.1 4 4 20.3 +16.0
ISHP First Trust Nasdaq Retail ETF 12.1 60 -52 5.2 +0.9
AVUS Avantis U.S. Equity ETF 12.1 15 -7 4.8 +0.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 11.9 7 1 4.4 +0.1
OGIG ALPS O'Shares Global Internet Giants ETF 11.8 48 -40 2.6 -1.7
VUSG Vanguard Wellington U.S. Growth Active ETF 11.8 35 -27 2.4 -1.9
EBIZ Global X E-Commerce ETF 11.8 50 -42 4.6 +0.3
ACVF American Conservative Values ETF 11.8 75 -67 3.8 -0.5
OALC OneAscent Large Cap Core ETF 11.7 86 -78 3.5 -0.8
ABIG Argent Large Cap ETF 11.7 49 -41 4.3 +0.0
ESGV Vanguard ESG U.S. Stock ETF 11.6 9 -1 4.2 -0.1
STXG Strive 1000 Growth ETF 11.6 18 -10 3.3 -1.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 11.6 8 0 4.4 +0.1
ITAN Sparkline Intangible Value ETF 11.6 50 -42 6.3 +2.0
RAYD Rayliant Quantitative Developed Market Equity ETF 11.6 80 -72 3.6 -0.7
GLBL Pacer MSCI World Industry Advantage ETF 11.5 65 -57 3.5 -0.8
IUS Invesco RAFI Strategic US ETF 11.5 19 -11 5.8 +1.4
SPXV ProShares S&P 500 Ex-Health Care ETF 11.5 9 -1 4.0 -0.4
HUMN Roundhill Humanoid Robotics ETF 11.4 75 -67 1.2 -3.1
YNOT Horizon Digital Frontier ETF 11.4 75 -67 2.6 -1.7
RPG Invesco S&P 500 Pure Growth ETF 11.3 35 -27 2.7 -1.6
DFVX Dimensional US Large Cap Vector ETF 11.3 22 -14 5.3 +1.0
IWY iShares Russell Top 200 Growth ETF 11.3 20 -12 3.5 -0.8
EDOW First Trust Dow 30 Equal Weight ETF 11.3 50 -42 4.7 +0.4
DFSU Dimensional US Sustainability Core 1 ETF 11.3 18 -10 4.7 +0.4
RWL Invesco S&P 500 Revenue ETF 11.3 39 -31 5.9 +1.6
AVMC Avantis U.S. Mid Cap Equity ETF 11.2 18 -10 6.0 +1.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 11.2 7 1 5.4 +1.1
QGRW WisdomTree U.S. Quality Growth Fund 11.2 28 -20 2.9 -1.4
TMFC Motley Fool 100 Index ETF 11.2 50 -42 3.0 -1.3
XLG Invesco S&P 500 Top 50 ETF 11.2 20 -12 3.6 -0.7
ARKW ARK Next Generation Internet ETF 11.1 87 -79 0.7 -3.6
DIA SPDR Dow Jones Industrial Average ETF 11.1 16 -8 4.8 +0.5
FELG Fidelity Enhanced Large Cap Growth ETF 11.1 18 -10 3.3 -1.0
XVV iShares ESG Screened S&P 500 ETF 11.0 8 0 4.2 -0.1
VDIG Vanguard Wellington Dividend Growth Active ETF 11.0 40 -32 4.5 +0.2
NACP Impact Shares NAACP Minority Empowerment ETF 11.0 49 -41 3.9 -0.4
ISCB iShares Morningstar Small-Cap ETF 11.0 4 4 5.5 +1.1
MBCC Monarch Blue Chips Core ETF 11.0 125 -117 3.8 -0.5
ARKQ ARK Autonomous Technology & Robotics ETF 10.9 75 -67 0.9 -3.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 10.9 32 -24 4.1 -0.3
LGDX Intech S&P Large Cap Diversified Alpha ETF 10.9 25 -17 4.2 -0.2
MNZL Manzil Russell Halal USA Broad MarketETF 10.9 40 -32 4.0 -0.3
QQMG Invesco ESG NASDAQ 100 ETF 10.9 20 -12 3.3 -1.0
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 10.8 20 -12 6.2 +1.9
IWP iShares Russell Mid-Cap Growth ETF 10.8 23 -15 2.9 -1.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 10.8 25 -17 5.0 +0.7
AVMV Avantis U.S. Mid Cap Value ETF 10.8 20 -12 7.3 +2.9
DFAS Dimensional U.S. Small Cap ETF 10.8 26 -18 5.6 +1.3
VOT Vanguard Mid-Cap Growth ETF 10.7 7 1 3.2 -1.2
JQUA JPMorgan U.S. Quality Factor ETF 10.7 12 -4 5.2 +0.8
IUSV iShares Core S&P US Value ETF 10.7 4 4 5.9 +1.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 10.7 9 -1 4.4 +0.1
QNXT iShares Nasdaq-100 ex Top 30 ETF 10.7 20 -12 4.3 -0.0
SPXE ProShares S&P 500 Ex-Energy ETF 10.7 9 -1 4.1 -0.2
VOOV Vanguard S&P 500 Value ETF 10.7 7 1 5.7 +1.4
SPYV State Street SPDR Portfolio S&P 500 Value ETF 10.7 4 4 5.8 +1.4
IVE iShares S&P 500 Value ETF 10.7 18 -10 5.6 +1.3
JVAL JPMorgan U.S. Value Factor ETF 10.7 12 -4 7.1 +2.8
ISCV iShares Morningstar Small Cap Value ETF 10.6 6 2 7.8 +3.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 10.6 10 -2 4.3 0.0
LRGF iShares U.S. Equity Factor ETF 10.6 8 0 4.7 +0.4
DXUV Dimensional US Vector Equity ETF 10.6 28 -20 5.3 +1.0
EBI Longview Advantage ETF 10.6 35 -27 6.0 +1.7
FTXR First Trust Nasdaq Transportation ETF 10.6 60 -52 7.0 +2.7
USMC Principal U.S. Mega-Cap ETF 10.5 12 -4 3.6 -0.7
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 10.5 7 1 4.2 -0.2
DFAU Dimensional US Core Equity Market ETF 10.5 12 -4 4.4 +0.0
PBUS Invesco MSCI USA ETF 10.4 4 4 4.3 -0.1
TOPC iShares S&P 500 3% Capped ETF 10.4 15 -7 4.5 +0.1
TEXN iShares Texas Equity ETF 10.4 20 -12 5.2 +0.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 10.4 11 -3 4.2 -0.1
BKLC BNY Mellon US Large Cap Core Equity ETF 10.4 0 8 4.2 -0.1
VOTE TCW Transform 500 ETF 10.4 5 3 4.2 -0.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 10.3 2 6 4.2 -0.1
OEF iShares S&P 100 ETF 10.3 20 -12 3.9 -0.5
ILCG iShares Morningstar Growth ETF 10.3 4 4 3.1 -1.3
ITB iShares U.S. Home Construction ETF 10.3 40 -32 11.5 +7.1
QTOP iShares Nasdaq Top 30 Stocks ETF 10.3 20 -12 2.9 -1.5
AGRW Allspring LT Large Growth ETF 10.3 35 -27 3.3 -1.0
DFUS Dimensional U.S. Equity ETF 10.3 9 -1 4.2 -0.2
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 10.2 20 -12 4.0 -0.3
ESML iShares ESG Aware MSCI USA Small-Cap ETF 10.2 17 -9 5.1 +0.7
VLU State Street SPDR S&P 1500 Value Tilt ETF 10.2 12 -4 6.3 +2.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 10.2 14 -6 4.2 -0.1
GQQQ Astoria US Quality Growth Kings ETF 10.2 35 -27 3.4 -0.9
FELC Fidelity Enhanced Large Cap Core ETF 10.2 18 -10 4.4 +0.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 10.2 75 -67 3.2 -1.1
VSLU Applied Finance Valuation Large Cap ETF 10.2 49 -41 4.9 +0.5
KLMN Invesco MSCI North America Climate ETF 10.1 9 -1 4.4 +0.1
LGRO Level Four Large Cap Growth Active ETF 10.1 55 -47 3.8 -0.5
RAUS RACWI US ETF 10.1 15 -7 4.2 -0.1
DEUS Xtrackers Russell US Multifactor ETF 10.1 17 -9 6.5 +2.2
OEI Optimized Equity Income ETF 10.1 75 -67 3.5 -0.8
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 10.1 3 5 4.4 +0.1
JGLO JPMorgan Global Select Equity ETF 10.1 33 -25 4.3 -0.1
FSST Fidelity Sustainable U.S. Equity ETF 10.1 59 -51 3.4 -1.0
CATH Global X S&P 500 Catholic Values Custom ETF 10.0 29 -21 4.1 -0.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 10.0 75 -67 6.2 +1.9
CHRI Global X S&P 500 Christian Values ETF 10.0 29 -21 4.0 -0.3
RECS Columbia Research Enhanced Core ETF 10.0 15 -7 5.4 +1.0
JHMM John Hancock Multifactor Mid Cap ETF 10.0 42 -34 5.5 +1.2
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 10.0 20 -12 7.4 +3.1
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 10.0 15 -7 4.4 +0.0
DFAC Dimensional U.S. Core Equity 2 ETF 10.0 17 -9 4.8 +0.4
DCOR Dimensional US Core Equity 1 ETF 9.9 14 -6 4.7 +0.3
FDMO Fidelity Momentum Factor ETF 9.9 15 -7 2.5 -1.8
JHML John Hancock Multifactor Large Cap ETF 9.9 29 -21 4.6 +0.2
SPY SPDR S&P 500 ETF 9.9 9 -1 4.2 -0.1
SPYM State Street SPDR Portfolio S&P 500 ETF 9.9 2 6 4.3 -0.0
STRV Strive 500 ETF 9.9 5 3 4.2 -0.2
IVV iShares Core S&P 500 ETF 9.9 3 5 4.3 -0.0
HOMZ Hoya Capital Housing ETF 9.9 30 -22 10.0 +5.6
GXLC Global X U.S. 500 ETF 9.9 2 6 4.1 -0.2
IWL iShares Russell Top 200 ETF 9.9 15 -7 3.9 -0.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 9.9 24 -16 6.1 +1.7
ILCB iShares Morningstar U.S. Equity ETF 9.9 3 5 4.2 -0.2
ENHU iShares Enhanced Large Cap Core Active ETF 9.9 22 -14 4.2 -0.1
IWB iShares Russell 1000 ETF 9.9 15 -7 4.2 -0.1
AIEQ AI Powered Equity ETF 9.9 75 -67 3.7 -0.6
KRMA Global X Conscious Companies ETF 9.8 43 -35 5.3 +0.9
GSPY Gotham Enhanced 500 ETF 9.8 50 -42 4.5 +0.2
YOKE Yoke Core ETF 9.8 42 -34 3.7 -0.6
IYY iShares Dow Jones U.S. ETF 9.8 20 -12 4.1 -0.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 9.8 64 -56 1.3 -3.0
SCHX Schwab U.S. Large-Cap ETF 9.8 3 5 4.3 +0.0
SCHK Schwab 1000 Index ETF 9.8 5 3 4.3 0.0
VOO Vanguard S&P 500 ETF 9.8 3 5 4.3 -0.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 9.8 3 5 4.2 -0.1
IWV iShares Russell 3000 ETF 9.8 20 -12 4.1 -0.2
IWR iShares Russell Midcap ETF 9.7 19 -11 5.5 +1.2
ARKK ARK Innovation ETF 9.7 75 -67 -3.0 -7.3
SCHB Schwab U.S. Broad Market ETF 9.7 3 5 4.3 -0.0
MGC Vanguard Mega Cap ETF 9.7 7 1 4.0 -0.4
ADME Aptus Drawdown Managed Equity ETF 9.7 79 -71 3.4 -0.9
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 9.7 15 -7 7.2 +2.9
VALQ American Century U.S. Quality Value ETF 9.7 29 -21 7.3 +3.0
DUHP Dimensional US High Profitability ETF 9.7 21 -13 5.3 +0.9
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 9.7 30 -22 7.6 +3.3
VV Vanguard Large-Cap ETF 9.6 4 4 4.2 -0.2
RVRB Reverb ETF 9.6 30 -22 4.2 -0.2
EPS WisdomTree U.S. LargeCap Fund 9.6 8 0 4.8 +0.5
TOV JLens 500 Jewish Advocacy U.S. ETF 9.6 18 -10 4.0 -0.3
VONE Vanguard Russell 1000 ETF 9.6 7 1 4.3 -0.0
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 9.6 35 -27 3.7 -0.7
FDLO Fidelity Low Volatility Factor ETF 9.6 15 -7 4.8 +0.5
APUE ActivePassive U.S. Equity ETF 9.6 45 -37 4.0 -0.3
FVAL Fidelity Value Factor ETF 9.6 15 -7 6.0 +1.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 9.6 10 -2 4.3 -0.1
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 9.5 5 3 7.7 +3.3
VTI Vanguard Total Stock Market ETF 9.5 3 5 4.2 -0.1
BUZZ VanEck Social Sentiment ETF 9.5 75 -67 -0.7 -5.0
INRO iShares U.S. Industry Rotation Active ETF 9.5 42 -34 3.6 -0.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 9.5 29 -21 5.8 +1.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 9.5 29 -21 4.0 -0.3
BGRO iShares Large Cap Growth Active ETF 9.5 55 -47 2.0 -2.4
IWFG IQ Winslow Focused Large Cap Growth ETF 9.5 65 -57 2.1 -2.2
VTHR Vanguard Russell 3000 ETF 9.5 7 1 4.2 -0.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 9.4 20 -12 4.3 -0.0
VB Vanguard Small-Cap ETF 9.4 5 3 5.3 +1.0
ILCV iShares Morningstar Value ETF 9.4 4 4 5.4 +1.1
LCDS JPMorgan Fundamental Data Science Large Core ETF 9.4 30 -22 4.1 -0.2
ESGU iShares ESG Aware MSCI USA ETF 9.4 15 -7 4.2 -0.1
NULG Nuveen ESG Large-Cap Growth ETF 9.3 26 -18 2.9 -1.4
RSP Invesco S&P 500 Equal Weight ETF 9.3 20 -12 6.0 +1.7
IVES Wedbush ETFMG Global Cloud Technology ETF 9.3 68 -60 4.0 -0.3
SHE State Street SPDR MSCI USA Gender Diversity ETF 9.3 20 -12 4.6 +0.2
RFFC ALPS Active Equity Opportunity ETF 9.3 48 -40 3.7 -0.6
IMCG iShares Morningstar Mid-Cap Growth ETF 9.3 6 2 3.5 -0.8
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 9.3 4 4 3.1 -1.2
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 9.3 10 -2 3.7 -0.6
IVW iShares S&P 500 Growth ETF 9.3 18 -10 3.0 -1.4
IUSG iShares Core S&P U.S. Growth ETF 9.3 4 4 3.1 -1.2
PCGG Polen Capital Global Growth ETF 9.3 85 -77 3.8 -0.5
NULC Nuveen ESG Large-Cap ETF 9.2 21 -13 4.0 -0.3
XHB State Street SPDR S&P Homebuilders ETF 9.2 35 -27 10.7 +6.3
DSPY Tema S&P 500 Historical Weight ETF 9.2 18 -10 4.5 +0.2
VBR Vanguard Small Cap Value ETF 9.2 7 1 7.9 +3.6
FLDZ RiverNorth Patriot ETF 9.2 75 -67 5.6 +1.3
VO Vanguard Mid-Cap ETF 9.2 4 4 21.5 +17.2
SCHM Schwab U.S. Mid-Cap ETF 9.2 4 4 6.0 +1.6
CGUS Capital Group Core Equity ETF 9.1 33 -25 3.6 -0.7
DYNF BlackRock U.S. Equity Factor Rotation ETF 9.1 30 -22 3.9 -0.5
VFQY Vanguard U.S. Quality Factor ETF 9.1 13 -5 5.6 +1.3
VUSE Vident U.S. Equity Strategy ETF 9.1 50 -42 3.8 -0.5
FAB First Trust Multi Cap Value AlphaDEX Fund 9.1 67 -59 8.6 +4.3
HAPI Harbor Human Capital Factor US Large Cap ETF 9.0 36 -28 4.2 -0.2
GQI Natixis Gateway Quality Income ETF 9.0 34 -26 4.5 +0.2
EZM WisdomTree U.S. MidCap Fund 9.0 38 -30 8.1 +3.8
PRF Invesco FTSE RAFI US 1000 ETF 9.0 34 -26 5.8 +1.5
USSE Segall Bryant & Hamill Select Equity ETF 9.0 65 -57 3.1 -1.2
FNDB Schwab Fundamental US Broad Market Index ETF 9.0 25 -17 6.3 +2.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 9.0 20 -12 5.8 +1.5
VOOG Vanguard S&P 500 Growth ETF 9.0 7 1 18.7 +14.4
FSMD Fidelity Small-Mid Multifactor ETF 8.9 15 -7 6.6 +2.3
SUSL iShares ESG MSCI USA Leaders ETF 8.9 10 -2 4.3 -0.1
EQWL Invesco S&P 100 Equal Weight ETF 8.9 25 -17 5.6 +1.3
TOPT iShares Top 20 U.S. Stocks ETF 8.9 20 -12 3.2 -1.1
TOGA Tremblant Global ETF 8.9 69 -61 -0.2 -4.5
FNDX Schwab Fundamental US Large Co. Index ETF 8.9 25 -17 6.4 +2.0
FTC First Trust Large Cap Growth AlphaDEX Fund 8.9 59 -51 1.9 -2.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 8.9 15 -7 4.3 0.0
LCLG Logan Capital Broad Innovative Growth ETF 8.8 99 -91 3.0 -1.3
VFMF Vanguard U.S. Multifactor ETF 8.8 18 -10 6.7 +2.4
XOEF iShares S&P 500 ex S&P 100 ETF 8.8 20 -12 4.8 +0.4
GINN Goldman Sachs Innovate Equity ETF 8.8 52 -44 3.9 -0.5
MAVF Matrix Advisors Value ETF 8.8 75 -67 5.0 +0.6
SCHA Schwab U.S. Small-Cap ETF 8.8 4 4 4.5 +0.1
ASLV Allspring Special Large Value ETF 8.7 35 -27 5.2 +0.8
IMCB iShares Morningstar Mid-Cap ETF 8.7 4 4 5.4 +1.1
EUSA iShares MSCI USA Equal Weighted ETF 8.7 9 -1 5.6 +1.3
SIZE iShares MSCI USA Size Factor ETF 8.6 15 -7 5.6 +1.3
CFA VictoryShares US 500 Volatility Wtd ETF 8.6 35 -27 5.4 +1.0
SPGP Invesco S&P 500 GARP ETF 8.6 34 -26 5.8 +1.5
PY Principal Value ETF 8.6 15 -7 7.1 +2.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 8.6 40 -32 5.3 +1.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 8.6 10 -2 3.7 -0.6
AFLG First Trust Active Factor Large Cap ETF 8.6 55 -47 5.1 +0.7
JEPI JPMorgan Equity Premium Income ETF 8.6 35 -27 4.9 +0.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 8.5 9 -1 5.3 +1.0
SFGV Sequoia Global Value ETF 8.5 23 -15 7.2 +2.9
HDUS Hartford Disciplined US Equity ETF 8.5 19 -11 4.8 +0.5
VFMO Vanguard U.S. Momentum Factor ETF 8.5 13 -5 1.7 -2.6
THRO iShares U.S. Thematic Rotation Active ETF 8.4 90 -82 3.2 -1.1
GVLU Gotham 1000 Value ETF 8.4 50 -42 8.2 +3.9
MFVL Motley Fool Value Factor ETF 8.4 50 -42 5.8 +1.5
STOX Horizon Core Equity ETF 8.4 70 -62 3.6 -0.7
RVER Trenchless Fund ETF 8.4 65 -57 0.7 -3.6
BELT iShares Long-Term U.S. Equity Active ETF 8.4 75 -67 2.2 -2.1
AOTG AOT Growth and Innovation ETF 8.4 75 -67 1.3 -3.0
STXK Strive Small-Cap ETF 8.4 18 -10 5.2 +0.9
SFTY Horizon Managed Risk ETF 8.4 77 -69 3.5 -0.8
FQAL Fidelity Quality Factor ETF 8.4 15 -7 4.9 +0.5
AOTS AOT Software Platform ETF 8.3 49 -41 4.6 +0.2
JOET Virtus Terranova US Quality Momentum ETF 8.3 29 -21 3.9 -0.4
WOMN Impact Shares YWCA Women's Empowerment ETF 8.3 75 -67 4.9 +0.5
FDWM Fidelity Women's Leadership ETF 8.2 59 -51 3.8 -0.6
DSI iShares MSCI KLD 400 Social ETF 8.2 25 -17 4.2 -0.1
DIVN Horizon Dividend Income ETF 8.2 70 -62 6.7 +2.4
INCE Franklin Income Equity Focus ETF 8.2 29 -21 5.3 +1.0
ISCG iShares Morningstar Small-Cap Growth ETF 8.1 6 2 2.8 -1.5
IMCV iShares Morningstar Mid-Cap Value ETF 8.1 6 2 7.1 +2.8
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 8.1 35 -27 6.4 +2.0
QLC FlexShares US Quality Large Cap Index Fund 8.1 25 -17 4.6 +0.3
PKW Invesco Buyback Achievers ETF 8.1 62 -54 7.3 +3.0
ICAP InfraCap Equity Income Fund ETF 8.0 171 -163 4.3 +0.0
SMLF iShares U.S. SmallCap Equity Factor ETF 8.0 15 -7 5.0 +0.7
DJD Invesco Dow Jones Industrial Average Dividend ETF 8.0 7 1 6.7 +2.4
ONEY State Street SPDR Russell 1000 Yield Focus ETF 8.0 20 -12 8.7 +4.4
MDY SPDR S&P Midcap 400 ETF Trust 8.0 23 -15 6.0 +1.6
TIME Clockwise Core Equity & Innovation ETF 8.0 95 -87 2.1 -2.2
BEDZ AdvisorShares Hotel ETF 8.0 100 -92 5.3 +1.0
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 8.0 49 -41 3.8 -0.5
FMDE Fidelity Enhanced Mid Cap ETF 8.0 23 -15 5.5 +1.2
IJH iShares Core S&P Mid-Cap ETF 8.0 5 3 6.1 +1.8
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 8.0 3 5 6.2 +1.8
LRGC AB US Large Cap Strategic Equities ETF 8.0 48 -40 3.8 -0.5
SPHB Invesco S&P 500 High Beta ETF 7.9 25 -17 3.9 -0.4
IVOO Vanguard S&P Mid-Cap 400 ETF 7.9 7 1 6.1 +1.8
VXF Vanguard Extended Market ETF 7.9 5 3 3.8 -0.5
GGRW Gabelli Growth Innovators ETF 7.9 90 -82 2.0 -2.3
JGRW Jensen Quality Growth ETF 7.9 57 -49 4.0 -0.3
KOKU Xtrackers MSCI Kokusai Equity ETF 7.9 9 -1 4.5 +0.1
DFAT Dimensional U.S. Targeted Value ETF 7.8 28 -20 8.6 +4.3
USMF WisdomTree U.S. Multifactor Fund 7.8 28 -20 6.6 +2.3
QUAL iShares MSCI USA Quality Factor ETF 7.8 15 -7 4.5 +0.2
DGRW WisdomTree US Quality Dividend Growth Fund 7.8 28 -20 5.0 +0.7
IQM Franklin Intelligent Machines ETF 7.8 50 -42 1.2 -3.2
SGLC SGI U.S. Large Cap Core ETF 7.8 85 -77 3.7 -0.6
NANC Unusual Whales Subversive Democratic Trading ETF 7.8 75 -67 3.0 -1.3
CAML Congress Large Cap Growth ETF 7.8 66 -58 2.4 -2.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 7.8 4 4 5.7 +1.4
LOGO Alpha Brands Consumption Leaders ETF 7.7 69 -61 2.6 -1.8
XJH iShares ESG Screened S&P Mid-Cap ETF 7.7 12 -4 6.0 +1.7
JAVA JPMorgan Active Value ETF 7.7 44 -36 5.6 +1.3
TMFG Motley Fool Global Opportunities ETF 7.7 85 -77 3.8 -0.6
QGRO American Century U.S. Quality Growth ETF 7.6 29 -21 3.9 -0.4
VNSE Natixis Vaughan Nelson Select ETF 7.6 80 -72 3.3 -1.0
QVML Invesco S&P 500 QVM Multi-factor ETF 7.6 11 -3 4.4 +0.1
FFND Future Fund Active ETF 7.6 100 -92 4.4 +0.1
XNTK State Street SPDR NYSE Technology ETF 7.6 35 -27 2.8 -1.5
FNX First Trust Mid Cap Core AlphaDEX Fund 7.6 60 -52 6.3 +1.9
VFVA Vanguard U.S. Value Factor ETF 7.5 13 -5 9.5 +5.1
BFOR ALPS Barron's 400 ETF 7.5 65 -57 5.0 +0.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 7.5 45 -37 3.7 -0.6
TXS Texas Capital Texas Equity Index ETF 7.5 49 -41 5.1 +0.7
BKSE BNY Mellon US Small Cap Core Equity ETF 7.5 4 4 5.3 +1.0
FFLC Fidelity Fundamental Large Cap Core ETF 7.5 38 -30 3.9 -0.5
GRNY Fundstrat Granny Shots US Large Cap ETF 7.5 75 -67 2.2 -2.2
TOK iShares MSCI Kokusai ETF 7.4 26 -18 4.4 +0.0
SFY SoFi Select 500 ETF 7.4 0 8 3.8 -0.5
IWS iShares Russell Mid-Cap Value ETF 7.4 23 -15 6.2 +1.9
LCF Touchstone US Large Cap Focused ETF 7.4 69 -61 3.6 -0.7
DIVL Madison Dividend Value ETF 7.4 65 -57 4.7 +0.4
CLOD Themes Cloud Computing ETF 7.4 35 -27 3.5 -0.8
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 7.3 75 -67 2.0 -2.3
GLOF iShares Global Equity Factor ETF 7.3 20 -12 5.7 +1.3
RWK Invesco S&P MidCap 400 Revenue ETF 7.3 39 -31 8.0 +3.7
REVS Columbia Research Enhanced Value ETF 7.3 19 -11 6.8 +2.5
FELV Fidelity Enhanced Large Cap Value ETF 7.3 18 -10 5.8 +1.5
EV Mast Global Battery Recycling & Production ETF 7.3 65 -57 6.3 +2.0
SMOG VanEck Low Carbon Energy ETF 7.3 61 -53 1.1 -3.2
GVUS Marketbeta Russell 1000 Value Equity ETF 7.3 12 -4 5.6 +1.3
FNDA Schwab Fundamental US Small Co. Index ETF 7.2 25 -17 6.1 +1.8
DAK Dakota Active Equity ETF 7.2 43 -35 3.8 -0.5
USXF iShares ESG Advanced MSCI USA ETF 7.2 10 -2 3.9 -0.4
JHSC John Hancock Multifactor Small Cap ETF 7.2 42 -34 6.0 +1.7
IOO iShares Global 100 ETF 7.2 41 -33 3.9 -0.4
PWB Invesco Large Cap Growth ETF 7.1 56 -48 2.1 -2.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 7.1 15 -7 6.1 +1.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 7.1 39 -31 2.3 -2.0
SPHQ Invesco S&P 500 Quality ETF 7.1 15 -7 4.7 +0.4
ROUS Hartford Multifactor US Equity ETF 7.1 19 -11 5.5 +1.2
CSA VictoryShares US Small Cap Volatility Wtd ETF 7.0 35 -27 6.5 +2.2
VBK Vanguard Small-Cap Growth ETF 7.0 7 1 1.3 -3.0
URTH iShares MSCI World ETF 7.0 24 -16 4.4 +0.1
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 7.0 58 -50 -1.8 -6.2
KLMT Invesco MSCI Global Climate 500 ETF 7.0 10 -2 5.1 +0.7
FEX First Trust Large Cap Core AlphaDEX Fund 7.0 59 -51 5.1 +0.8
WTAI WisdomTree Artificial Intelligence and Innovation Fund 7.0 45 -37 2.3 -2.0
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 7.0 3 5 6.4 +2.1
IJR iShares Core S&P Small Cap ETF 7.0 6 2 6.4 +2.0
DURA VanEck Durable High Dividend ETF 7.0 29 -21 6.4 +2.1
IWD iShares Russell 1000 Value ETF 7.0 19 -11 5.5 +1.2
FDRR Fidelity Dividend ETF for Rising Rates 6.9 15 -7 5.9 +1.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 6.9 70 -62 4.7 +0.4
EQIN Columbia US Equity Income ETF 6.9 35 -27 6.2 +1.9
BLCR iShares Large Cap Core Active ETF 6.9 36 -28 2.9 -1.4
PTL Inspire 500 ETF 6.9 9 -1 4.5 +0.1
POWA Invesco Bloomberg Pricing Power ETF 6.9 40 -32 5.7 +1.4
VONV Vanguard Russell 1000 Value ETF 6.9 7 1 5.6 +1.3
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 6.8 49 -41 7.8 +3.5
COWZ Pacer US Cash Cows 100 ETF 6.8 49 -41 7.8 +3.5
LOWV AB US Low Volatility Equity ETF 6.8 48 -40 4.3 -0.0
VIOO Vanguard S&P Small-Cap 600 ETF 6.8 7 1 6.3 +1.9
OPTZ Optimize Strategy Index ETF 6.8 50 -42 3.7 -0.6
SCHV Schwab U.S. Large-Cap Value ETF 6.8 4 4 5.8 +1.5
IWX iShares Russell Top 200 Value ETF 6.8 20 -12 5.2 +0.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 6.7 20 -12 4.1 -0.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 6.7 18 -10 6.9 +2.5
ARKF ARK Fintech Innovation ETF 6.7 75 -67 0.2 -4.1
AGIQ Sofi Agentic AI ETF 6.7 69 -61 7.3 +3.0
IWM iShares Russell 2000 ETF 6.7 19 -11 2.7 -1.6
ROE Astoria US Quality Kings ETF 6.7 49 -41 5.5 +1.2
RSSL Global X Russell 2000 ETF 6.7 8 0 2.8 -1.6
YALL God Bless America ETF 6.7 65 -57 4.2 -0.1
CDIG City Different Investments Global Equity ETF 6.7 75 -67 -1.5 -5.9
XJR iShares ESG Screened S&P Small-Cap ETF 6.7 12 -4 6.2 +1.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 6.7 25 -17 5.5 +1.2
DFUV Dimensional US Marketwide Value ETF 6.6 22 -14 6.3 +2.0
JMOM JPMorgan U.S. Momentum Factor ETF 6.6 12 -4 3.5 -0.8
LGCF Themes US Cash Flow Champions ETF 6.6 30 -22 7.4 +3.1
NBDS Neuberger Berman Disrupters ETF 6.6 55 -47 0.8 -3.5
AVSC Avantis U.S Small Cap Equity ETF 6.6 25 -17 4.7 +0.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 6.5 12 -4 4.5 +0.1
DSTL Distillate US Fundamental Stability & Value ETF 6.5 39 -31 7.8 +3.5
XT iShares Exponential Technologies ETF 6.5 46 -38 4.1 -0.3
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 6.5 58 -50 3.4 -0.9
WRND IQ Global Equity R&D Leaders ETF 6.5 18 -10 4.0 -0.3
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 6.4 65 -57 3.5 -0.8
BEEX BeeHive ETF 6.4 84 -76 3.8 -0.6
FTCE First Trust New Constructs Core Earnings Leaders ETF 6.4 60 -52 4.8 +0.5
STXD Strive 1000 Dividend Growth ETF 6.3 35 -27 4.5 +0.1
DFSV Dimensional US Small Cap Value ETF 6.3 31 -23 8.8 +4.5
ERTH Invesco MSCI Sustainable Future ETF 6.3 62 -54 2.9 -1.4
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 6.3 24 -16 7.2 +2.9
ESMV iShares ESG MSCI USA Min Vol Factor ETF 6.3 18 -10 5.2 +0.9
WSML iShares MSCI World Small-Cap ETF 6.3 15 -7 5.4 +1.1
VTWO Vanguard Russell 2000 ETF 6.3 7 1 2.8 -1.5
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 6.2 12 -4 3.6 -0.7
DFLV Dimensional US Large Cap Value ETF 6.2 22 -14 6.3 +2.0
VYM Vanguard High Dividend Yield Index ETF 6.2 6 2 6.1 +1.8
RFDA RiverFront Dynamic US Dividend Advantage ETF 6.2 52 -44 5.2 +0.9
SURE AdvisorShares Insiders Advantage ETF 6.2 90 -82 8.0 +3.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 6.2 9 -1 3.8 -0.5
NUSC Nuveen ESG Small-Cap ETF 6.2 31 -23 5.0 +0.6
HDV iShares Core High Dividend ETF 6.2 8 0 6.0 +1.7
STXM Strive Mid-Cap ETF 6.2 18 -10 5.8 +1.4
SNPG Xtrackers S&P 500 Growth ESG ETF 6.2 15 -7 4.1 -0.3
BATT Amplify Lithium & Battery Technology ETF 6.2 59 -51 1.8 -2.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 6.1 20 -12 4.8 +0.5
EQAL Invesco Russell 1000 Equal Weight ETF 6.1 20 -12 6.1 +1.8
ACWI iShares MSCI ACWI ETF 6.1 32 -24 4.7 +0.4
XMAG Defiance Large Cap ex-Mag 7 ETF 6.1 35 -27 4.5 +0.2
CGDV Capital Group Dividend Value ETF 6.1 33 -25 4.0 -0.4
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 6.1 40 -32 5.4 +1.1
SMMD iShares Russell 2500 ETF 6.1 15 -7 5.6 +1.3
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 6.1 29 -21 8.6 +4.3
ZECP Zacks Earnings Consistent Portfolio ETF 6.1 55 -47 4.2 -0.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 6.1 15 -7 6.8 +2.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 6.0 9 -1 4.9 +0.6
SUSA iShares MSCI USA ESG Select ETF 6.0 25 -17 4.1 -0.2
FLRG Fidelity U.S. Multifactor ETF 6.0 15 -7 5.9 +1.6
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 6.0 49 -41 5.1 +0.8
RWJ Invesco S&P SmallCap 600 Revenue ETF 6.0 39 -31 7.5 +3.2
IJJ iShares S&P Mid-Cap 400 Value ETF 5.9 18 -10 7.9 +3.6
TECB iShares U.S. Tech Breakthrough Multisector ETF 5.9 40 -32 3.3 -1.1
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 5.9 15 -7 7.9 +3.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 5.9 10 -2 8.0 +3.7
TPSC Timothy Plan US Small Cap Core ETF 5.9 52 -44 6.5 +2.2
CGGO Capital Group Global Growth Equity ETF 5.9 47 -39 4.3 -0.1
QLTY GMO U.S. Quality ETF 5.9 50 -42 4.0 -0.3
DGRO iShares Core Dividend Growth ETF 5.9 8 0 5.6 +1.3
VT Vanguard Total World Stock ETF 5.9 6 2 5.1 +0.8
AGIX KraneShares Artificial Intelligence and Technology ETF 5.9 99 -91 1.3 -3.0
FTGS First Trust Growth Strength ETF 5.9 60 -52 3.6 -0.7
QDF FlexShares Quality Dividend Index Fund 5.8 37 -29 5.4 +1.1
SMRI Bushido Capital US Equity ETF 5.8 71 -63 8.2 +3.9
RAFE PIMCO RAFI ESG U.S. ETF 5.8 29 -21 6.4 +2.1
MFMO Motley Fool Momentum Factor ETF 5.8 50 -42 2.1 -2.2
AIQ Global X Artificial Intelligence & Technology ETF 5.8 68 -60 3.1 -1.2
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 5.8 58 -50 4.9 +0.6
SCHD Schwab US Dividend Equity ETF 5.8 6 2 8.2 +3.9
GDIV Harbor Dividend Growth Leaders ETF 5.7 50 -42 4.0 -0.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 5.7 25 -17 4.9 +0.6
SPLV Invesco S&P 500 Low Volatility ETF 5.7 25 -17 5.0 +0.7
AQEC AQE Core ETF 5.7 49 -41 5.3 +0.9
SNPV Xtrackers S&P 500 Value ESG ETF 5.7 15 -7 5.6 +1.3
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.7 29 -21 6.6 +2.3
WTV WisdomTree US Value Fund of Benef Interest 5.7 12 -4 7.9 +3.6
DVND Touchstone Dividend Select ETF 5.7 67 -59 5.4 +1.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 5.6 15 -7 6.3 +1.9
FBCV Fidelity Blue Chip Value ETF 5.6 59 -51 5.9 +1.6
MAGA Point Bridge America First ETF 5.6 72 -64 5.2 +0.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 5.6 39 -31 3.6 -0.8
ZIG Acquirers Fund 5.6 84 -76 20.2 +15.9
SPMV Invesco S&P 500 Minimum Variance ETF 5.6 10 -2 5.2 +0.9
PDP Invesco Dorsey Wright Momentum ETF 5.6 62 -54 1.5 -2.8
HLAL Wahed FTSE USA Shariah ETF 5.6 50 -42 3.8 -0.6
CALF Pacer US Small Cap Cash Cows 100 ETF 5.6 59 -51 9.3 +5.0
FDRV Fidelity Electric Vehicles and Future Transportation ETF 5.6 39 -31 1.0 -3.3
USMV iShares MSCI USA Min Vol Factor ETF 5.6 15 -7 5.3 +1.0
SAMT Strategas Macro Thematic Opportunities ETF 5.6 65 -57 2.4 -2.0
QUS State Street SPDR MSCI USA StrategicFactors ETF 5.5 15 -7 5.1 +0.8
PKB Invesco Building & Construction ETF 5.5 62 -54 3.4 -1.0
HGRO Hedgeye Quality Growth ETF 5.5 70 -62 3.4 -0.9
QDEF FlexShares Quality Dividend Defensive Index Fund 5.5 37 -29 5.4 +1.1
CHGX AXS Change Finance ESG ETF 5.5 49 -41 4.6 +0.3
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 5.5 12 -4 5.5 +1.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 5.5 65 -57 4.8 +0.5
LRND IQ U.S. Large Cap R&D Leaders ETF 5.4 14 -6 3.9 -0.4
FDTX Fidelity Disruptive Technology ETF 5.4 50 -42 1.9 -2.5
TMFX Motley Fool Next Index ETF 5.4 50 -42 3.1 -1.2
PEJ Invesco Leisure and Entertainment ETF 5.4 58 -50 1.0 -3.4
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 5.4 52 -44 4.9 +0.6
CARZ First Trust NASDAQ Global Auto Index Fund 5.4 70 -62 2.6 -1.8
DTD WisdomTree U.S. Total Dividend Fund 5.4 28 -20 5.8 +1.4
FLOW Global X U.S. Cash Flow Kings 100 ETF 5.4 25 -17 11.6 +7.2
BUL Pacer US Cash Cows Growth ETF 5.3 60 -52 3.5 -0.8
AVUV Avantis U.S. Small Cap Value ETF 5.3 25 -17 7.9 +3.6
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 5.3 50 -42 8.5 +4.2
CRTC Xtrackers US National Critical Technologies ETF 5.3 35 -27 4.2 -0.1
CLNR IQ Cleaner Transport ETF 5.3 45 -37 3.9 -0.4
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 5.3 60 -52 9.8 +5.4
ETHO Etho Climate Leadership U.S. ETF 5.3 47 -39 4.4 +0.1
DIVB iShares Core Dividend ETF 5.2 5 3 7.4 +3.1
FTCS First Trust Capital Strength ETF 5.2 55 -47 5.6 +1.3
KOCG FIS Knights of Columbus Global Belief ETF 5.2 75 -67 4.4 +0.1
AFMC First Trust Active Factor Mid Cap ETF 5.2 65 -57 7.1 +2.8
IQSM IQ Candriam U.S. Mid Cap Equity ETF 5.2 15 -7 5.2 +0.9
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 5.2 56 -48 7.0 +2.7
QUVU Hartford Quality Value ETF 5.2 46 -38 5.7 +1.4
STXV Strive 1000 Value ETF 5.1 18 -10 7.0 +2.6
PEXL Pacer US Export Leaders ETF 5.1 60 -52 3.2 -1.1
IJS iShares S&P Small-Cap 600 Value ETF 5.1 18 -10 8.9 +4.6
SLYV State Street SPDR S&P 600 Small Cap Value ETF 5.1 15 -7 9.0 +4.7
BRIF FIS Bright Portfolios Focused Equity ETF 5.1 65 -57 3.6 -0.7
RDVY First Trust Rising Dividend Achievers ETF 5.1 50 -42 5.1 +0.8
VUSV Vanguard Wellington U.S. Value Active ETF 5.1 30 -22 5.8 +1.5
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 5.1 27 -19 6.5 +2.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 5.1 10 -2 9.0 +4.7
MODL VictoryShares WestEnd U.S. Sector ETF 5.1 42 -34 4.1 -0.2
IETC iShares U.S. Tech Independence Focused ETF 5.0 18 -10 3.1 -1.3
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 5.0 15 -7 3.1 -1.3
SIXA ETC 6 Meridian Mega Cap Equity ETF 5.0 80 -72 5.6 +1.3
IWN iShares Russell 2000 Value ETF 5.0 24 -16 4.8 +0.5
VTWV Vanguard Russell 2000 Value ETF 5.0 10 -2 5.0 +0.7
LRNZ TrueShares Technology, AI & Deep Learning ETF 5.0 69 -61 -0.8 -5.1
VLUE iShares MSCI USA Value Factor ETF 5.0 15 -7 7.2 +2.9
VOE Vanguard Mid-Cap Value ETF 4.9 7 1 6.8 +2.5
QBIG Invesco Top QQQ ETF 4.9 29 -21 0.0 -4.3
SMOX Horizon Small/Mid Cap Core Equity ETF 4.9 75 -67 5.3 +1.0
TAX Cambria Tax Aware ETF 4.9 49 -41 4.2 -0.1
DGT State Street SPDR Global Dow ETF 4.9 50 -42 5.8 +1.5
RGEF Rockefeller Global Equity ETF 4.9 55 -47 3.9 -0.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 4.9 60 -52 6.2 +1.9
FDCF Fidelity Disruptive Communications ETF 4.9 50 -42 1.9 -2.4
SPMO Invesco S&P 500 Momentum ETF 4.9 13 -5 3.3 -1.1
ALTL Pacer Lunt Large Cap Alternator ETF 4.8 60 -52 4.9 +0.5
EQRR ProShares Equities for Rising Rates ETF 4.8 35 -27 6.0 +1.7
DUSA Davis Select U.S. Equity ETF 4.8 61 -53 6.9 +2.6
SYLD Cambria Shareholder Yield ETF 4.8 59 -51 10.3 +5.9
MCDS JPMorgan Fundamental Data Science Mid Core ETF 4.8 35 -27 5.0 +0.6
DLN WisdomTree U.S. LargeCap Dividend Fund 4.8 28 -20 5.5 +1.2
DON WisdomTree U.S. MidCap Dividend Fund 4.8 38 -30 8.1 +3.8
VERS ProShares Metaverse ETF 4.8 58 -50 0.5 -3.9
EVUS iShares ESG Aware MSCI USA Value ETF 4.7 18 -10 5.7 +1.4
IJK iShares S&P Mid-Cap 400 Growth ETF 4.7 17 -9 4.2 -0.2
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 4.7 15 -7 4.2 -0.1
DRIV Global X Autonomous & Electric Vehicles ETF 4.7 68 -60 3.2 -1.1
SNPE Xtrackers S&P 500 ESG ETF 4.7 10 -2 4.4 +0.1
SPVU Invesco S&P 500 Enhanced Value ETF 4.7 13 -5 8.6 +4.3
FTA First Trust Large Cap Value AlphaDEX Fund 4.7 59 -51 7.7 +3.4
USEW Cambria US EW ETF 4.7 30 -22 4.2 -0.1
FNK First Trust Mid Cap Value AlphaDEX Fund 4.7 70 -62 9.6 +5.3
VIG Vanguard Dividend Appreciation ETF 4.7 5 3 5.0 +0.7
FUNL CornerCap Fundametrics Large-Cap ETF 4.7 50 -42 6.2 +1.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 4.6 10 -2 4.2 -0.1
BLCV iShares Large Cap Value Active ETF 4.6 53 -45 6.5 +2.1
EES WisdomTree U.S. SmallCap Fund 4.6 38 -30 7.9 +3.6
FYX First Trust Small Cap Core AlphaDEX Fund 4.6 61 -53 5.4 +1.1
MOTO SmartETFs Smart Transportation & Technology ETF 4.6 68 -60 5.4 +1.1
SWP SWP Growth & Income ETF 4.6 99 -91 4.2 -0.1
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 4.6 72 -64 2.0 -2.4
NUDV Nuveen ESG Dividend ETF 4.6 26 -18 6.2 +1.8
QLV FlexShares US Quality Low Volatility Index Fund 4.6 22 -14 5.0 +0.7
PFM Invesco Dividend Achievers ETF 4.5 53 -45 4.8 +0.4
BDIV AAM Brentview Dividend Growth ETF 4.5 49 -41 3.7 -0.7
WCEO Hypatia Women CEO ETF 4.5 85 -77 4.8 +0.5
BGIG Bahl & Gaynor Income Growth ETF 4.5 45 -37 4.6 +0.2
FBOT Fidelity Disruptive Automation ETF 4.5 50 -42 2.9 -1.4
FPAG FPA Global Equity ETF 4.5 49 -41 6.0 +1.7
PRXV Praxis Impact Large Cap Value ETF 4.4 36 -28 5.7 +1.4
SKYY First Trust Cloud Computing ETF 4.4 60 -52 3.2 -1.1
ARKX ARK Space Exploration & Innovation ETF 4.4 75 -67 0.0 -4.3
ACES ALPS Clean Energy ETF 4.4 55 -47 -2.6 -6.9
GVIP Goldman Sachs Hedge Industry VIP ETF 4.4 45 -37 2.5 -1.9
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 4.4 45 -37 -1.5 -5.8
FNY First Trust Mid Cap Growth AlphaDEX Fund 4.4 70 -62 2.1 -2.2
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 4.4 15 -7 8.3 +4.0
EATZ AdvisorShares Restaurant ETF 4.4 101 -93 4.8 +0.5
AUSF Global X Adaptive U.S. Factor ETF 4.3 27 -19 8.1 +3.8
SXQG ETC 6 Meridian Quality Growth ETF 4.3 100 -92 3.0 -1.4
RPV Invesco S&P 500 Pure Value ETF 4.3 35 -27 9.0 +4.7
MOAT VanEck Morningstar Wide Moat ETF 4.3 46 -38 5.6 +1.3
WLDR Affinity World Leaders Equity ETF 4.2 67 -59 6.4 +2.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.2 25 -17 7.8 +3.5
SHRY First Trust Bloomberg Shareholder Yield ETF 4.2 60 -52 8.5 +4.2
CHAT Roundhill Generative AI & Technology ETF 4.2 75 -67 4.7 +0.4
VTV Vanguard Value ETF 4.2 4 4 6.0 +1.7
GURU Global X Guru Index ETF 4.1 75 -67 2.5 -1.8
AWAY ETFMG Travel Tech ETF 4.1 76 -68 1.1 -3.2
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 4.1 12 -4 6.7 +2.4
FLQS Franklin U.S. Small Cap Multifactor Index ETF 4.1 35 -27 6.0 +1.7
RW Rainwater Equity ETF 4.1 125 -117 3.0 -1.3
IWO iShares Russell 2000 Growth ETF 4.0 24 -16 0.5 -3.8
GKAT Scharf Global Opportunity ETF 4.0 57 -49 5.8 +1.5
FFF Founders 100 ETF 4.0 75 -67 2.6 -1.8
BGDV Bahl & Gaynor Dividend ETF 4.0 45 -37 3.9 -0.4
IDRV iShares Self-driving EV & Tech ETF 4.0 47 -39 1.2 -3.1
KAT Scharf ETF 4.0 87 -79 6.1 +1.8
USRD Themes US R&D Champions ETF 4.0 29 -21 4.1 -0.2
ANEW ProShares MSCI Transformational Changes ETF 3.9 45 -37 4.6 +0.3
WISE Themes Generative Artificial Intelligence ETF 3.9 35 -27 -0.4 -4.7
BOTT Themes Robotics & Automation ETF 3.9 35 -27 -4.0 -8.3
FCPI Fidelity Stocks for Inflation ETF 3.9 15 -7 5.9 +1.6
GOP Unusual Whales Subversive Republican Trading ETF 3.9 50 -42 4.3 -0.0
RNIN Bushido Capital US SMID Cap Equity ETF 3.9 70 -62 10.8 +6.4
VFMV Vanguard U.S. Minimum Volatility ETF 3.9 13 -5 5.7 +1.4
DIVE Dana Concentrated Dividend ETF 3.8 65 -57 6.8 +2.5
WUGI AXS Esoterica NextG Economy ETF 3.8 75 -67 1.6 -2.8
CSTK Invesco Comstock Contrarian Equity ETF 3.8 35 -27 6.0 +1.7
MGV Vanguard Mega Cap Value ETF 3.8 7 1 5.6 +1.3
ULVM VictoryShares US Value Momentum ETF 3.8 20 -12 6.3 +1.9
MTUM iShares MSCI USA Momentum Factor ETF 3.8 15 -7 2.5 -1.8
PSC Principal U.S. Small-Cap ETF 3.8 38 -30 3.7 -0.6
VTWG Vanguard Russell 2000 Growth ETF 3.7 10 -2 0.7 -3.7
DVGR DAC 3D Dividend Growth ETF 3.7 65 -57 4.7 +0.3
PSET Principal Quality ETF 3.7 15 -7 4.8 +0.5
DARP Grizzle Growth ETF 3.7 75 -67 1.7 -2.6
QVAL Alpha Architect US Quantitative Value ETF 3.7 39 -31 9.6 +5.3
GEW Cambria Global EW ETF 3.7 29 -21 5.5 +1.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 3.7 29 -21 6.4 +2.1
ISMD Inspire Small/Mid Cap ETF 3.6 54 -46 5.2 +0.9
LEGR First Trust Indxx Innovative Transaction & Process ETF 3.6 65 -57 7.5 +3.2
ACWV iShares MSCI Global Min Vol Factor ETF 3.6 20 -12 5.7 +1.4
JHDV John Hancock U.S. High Dividend ETF 3.6 34 -26 6.1 +1.8
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.6 38 -30 5.3 +1.0
MDLV Morgan Dempsey Large Cap Value ETF 3.5 58 -50 5.9 +1.6
CGRO CoreValues Alpha Greater China Growth ETF 3.5 75 -67 4.6 +0.3
IJT iShares S&P Small-Cap 600 Growth ETF 3.5 18 -10 3.7 -0.6
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 3.5 15 -7 3.7 -0.6
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 3.5 15 -7 6.3 +2.0
QWLD SPDR MSCI World StrategicFactors ETF 3.5 30 -22 5.2 +0.9
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 3.5 60 -52 5.7 +1.4
RCGE RockCreek Global Equality ETF 3.5 95 -87 6.1 +1.8
FDVV Fidelity High Dividend ETF 3.4 15 -7 6.8 +2.5
DES WisdomTree U.S. SmallCap Dividend Fund 3.4 38 -30 8.0 +3.7
PWV Invesco Large Cap Value ETF 3.4 55 -47 6.4 +2.0
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 3.3 49 -41 3.4 -0.9
VAMO Cambria Value & Momentum ETF 3.3 61 -53 5.2 +0.8
VSDA VictoryShares Dividend Accelerator ETF 3.3 35 -27 6.5 +2.2
SMOT VanEck Morningstar SMID Moat ETF 3.3 49 -41 6.6 +2.2
TMDV ProShares Russell US Dividend Growers ETF 3.3 35 -27 6.3 +1.9
VIOG Vanguard S&P Small-Cap 600 Growth ETF 3.3 10 -2 3.7 -0.6
MBOX Freedom Day Dividend ETF 3.3 39 -31 7.0 +2.7
NETZ TCW Transform Systems ETF 3.3 75 -67 1.3 -3.0
SPDV AAM S&P 500 High Dividend Value ETF 3.2 29 -21 11.1 +6.7
TRFM AAM Transformers ETF 3.2 49 -41 1.1 -3.3
VFLO VictoryShares Free Cash Flow ETF 3.2 39 -31 7.9 +3.6
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 3.2 60 -52 6.8 +2.5
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.2 15 -7 4.2 -0.1
SRHQ SRH U.S. Quality ETF 3.1 35 -27 6.3 +2.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 3.1 35 -27 5.4 +1.1
NULV Nuveen ESG Large-Cap Value ETF 3.1 26 -18 5.3 +0.9
BJK VanEck Gaming ETF 3.1 65 -57 4.2 -0.2
SDY State Street SPDR S&P Dividend ETF 3.1 35 -27 6.1 +1.8
LYLD Cambria Large Cap Shareholder Yield ETF 3.1 59 -51 8.4 +4.1
TMAT Main Thematic Innovation ETF 3.1 164 -156 -2.0 -6.3
SFLO VictoryShares Small Cap Free Cash Flow ETF 3.1 49 -41 8.2 +3.9
SDOG ALPS Sector Dividend Dogs ETF 3.1 36 -28 8.5 +4.2
CGDG Capital Group Dividend Growers ETF 3.0 47 -39 5.2 +0.9
RUNN Running Oak Efficient Growth ETF 3.0 58 -50 4.8 +0.4
DHS WisdomTree U.S. High Dividend Fund 3.0 38 -30 8.2 +3.9
SEMG Suncoast Select Growth ETF 3.0 60 -52 3.7 -0.6
DSMC Distillate Small/Mid Cash Flow ETF 3.0 55 -47 10.9 +6.6
TBG TBG Dividend Focus ETF 3.0 59 -51 6.4 +2.1
NIXT Research Affiliates Deletions ETF 3.0 9 -1 6.8 +2.4
GK AdvisorShares Gerber Kawasaki ETF 2.9 75 -67 1.5 -2.8
AFSM First Trust Active Factor Small Cap ETF 2.9 75 -67 5.9 +1.6
METV Roundhill Ball Metaverse ETF 2.9 59 -51 8.0 +3.6
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.9 20 -12 5.6 +1.3
ABFL Abacus FCF Leaders ETF 2.9 59 -51 3.9 -0.5
WBAT WisdomTree Battery Value Chain and Innovation Fund 2.9 45 -37 -0.9 -5.3
HART IQ Healthy Hearts ETF 2.9 45 -37 5.7 +1.4
ESGG FlexShares STOXX Global ESG Select Index Fund 2.8 42 -34 4.3 -0.1
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 2.8 55 -47 9.1 +4.8
MADE iShares U.S. Manufacturing ETF 2.8 40 -32 3.5 -0.8
ECML Euclidean Fundamental Value ETF 2.8 95 -87 8.9 +4.5
FVD First Trust Value Line Dividend Index Fund 2.8 65 -57 5.7 +1.4
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 2.8 48 -40 7.8 +3.5
FYT First Trust Small Cap Value AlphaDEX Fund 2.7 73 -65 9.7 +5.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.7 49 -41 4.7 +0.4
MVPA Miller Value Partners Appreciation ETF 2.7 60 -52 9.6 +5.3
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.7 20 -12 4.5 +0.1
CLOU Global X Cloud Computing ETF 2.6 68 -60 3.0 -1.3
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 2.6 12 -4 3.4 -0.9
ROSC Hartford Multifactor Small Cap ETF 2.6 34 -26 7.2 +2.9
ETEC iShares Breakthrough Environmental Solutions ETF 2.6 47 -39 2.8 -1.5
FESM Fidelity Enhanced Small Cap ETF 2.6 28 -20 2.3 -2.0
AFOS ARS Focused Opportunities Strategy ETF 2.6 45 -37 2.1 -2.2
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.6 35 -27 4.6 +0.2
PRAY FIS Christian Stock Fund 2.6 69 -61 3.9 -0.4
PPTY US Diversified Real Estate ETF 2.5 53 -45 7.5 +3.2
DVY iShares Select Dividend ETF 2.5 38 -30 8.1 +3.8
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.5 60 -52 6.4 +2.1
NUMV Nuveen ESG Mid-Cap Value ETF 2.5 31 -23 5.7 +1.4
DFNV Donoghue Forlines Innovation ETF 2.5 69 -61 4.2 -0.2
SPVM Invesco S&P 500 Value with Momentum ETF 2.5 39 -31 6.5 +2.2
JETS U.S. Global Jets ETF 2.5 60 -52 2.8 -1.5
AGQI First Trust Active Global Quality Income ETF 2.5 85 -77 6.5 +2.2
FFSM Fidelity Fundamental Small-Mid Cap ETF 2.5 43 -35 4.9 +0.6
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.4 75 -67 2.0 -2.3
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.4 52 -44 5.0 +0.7
DIVG Invesco S&P 500 High Dividend Growers ETF 2.4 39 -31 7.5 +3.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 2.4 38 -30 6.9 +2.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 2.4 35 -27 7.0 +2.6
BSVO EA Bridgeway Omni Small-Cap Value ETF 2.4 47 -39 7.7 +3.3
LIT Global X Lithium & Battery Tech ETF 2.3 75 -67 4.6 +0.3
USCF Themes US Cash Flow Champions ETF 2.3 29 -21 7.7 +3.4
HAPS Harbor Human Capital Factor US Small Cap ETF 2.3 60 -52 3.4 -0.9
CZAR Themes Natural Monopoly ETF 2.3 35 -27 5.4 +1.1
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 2.3 60 -52 -0.9 -5.2
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.3 61 -53 1.5 -2.8
NUMG Nuveen ESG Mid-Cap Growth ETF 2.3 31 -23 1.9 -2.5
FYC First Trust Small Cap Growth AlphaDEX Fund 2.3 71 -63 -0.6 -4.9
MID American Century Mid Cap Growth Impact ETF 2.3 45 -37 3.0 -1.4
SIXL ETC 6 Meridian Low Beta Equity ETF 2.3 80 -72 5.8 +1.5
TPHD Timothy Plan High Dividend Stock ETF 2.2 52 -44 6.0 +1.7
RFV Invesco S&P Midcap 400 Pure Value ETF 2.2 35 -27 11.4 +7.0
AIVC Amplify Bloomberg AI Value Chain ETF 2.2 59 -51 4.3 -0.0
RNSC Furst Trust Small Cap US Equity Select ETF 2.2 60 -52 4.5 +0.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.2 30 -22 3.8 -0.5
BLES Inspire Global Hope ETF 2.2 61 -53 5.8 +1.5
DWLD Davis Select Worldwide ETF 2.2 63 -55 6.8 +2.4
VEGN US Vegan Climate ETF 2.1 60 -52 3.8 -0.5
MVAL VanEck Morningstar Wide Moat Value ETF 2.1 49 -41 6.3 +2.0
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.1 60 -52 4.2 -0.1
SAGP Strategas Global Policy Opportunities ETF 2.1 65 -57 4.9 +0.5
DEMZ Democratic Large Cap Core ETF 2.1 45 -37 3.9 -0.4
DEW WisdomTree Global High Dividend Fund 2.1 58 -50 7.3 +3.0
QQLV Invesco QQQ Low Volatility ETF 2.1 25 -17 4.3 -0.1
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 2.1 58 -50 3.4 -1.0
AKRE Akre Focus ETF 2.1 106 -98 4.3 0.0
SQLV Royce Quant Small-Cap Quality Value ETF 2.1 60 -52 8.0 +3.7
WSGE Warren Street Global Equity ETF 2.0 80 -72 2.9 -1.4
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 2.0 60 -52 4.6 +0.3
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.0 95 -87 -0.5 -4.8
XMHQ Invesco S&P MidCap Quality ETF 2.0 25 -17 6.0 +1.7
FCLD Fidelity Cloud Computing ETF 2.0 39 -31 3.7 -0.6
RZV Invesco S&P Smallcap 600 Pure Value ETF 2.0 35 -27 7.2 +2.9
PBW Invesco WilderHill Clean Energy ETF 2.0 66 -58 -2.9 -7.2
FPX First Trust US Equity Opportunities ETF 2.0 61 -53 0.9 -3.5
SCDS JPMorgan Fundamental Data Science Small Core ETF 2.0 40 -32 3.9 -0.5
RJDI RJ Eagle GCM Dividend Select Income ETF 1.9 55 -47 4.5 +0.1
ABOT Abacus FCF Innovation Leaders ETF 1.9 69 -61 4.0 -0.3
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.9 20 -12 0.8 -3.5
FFOX FundX Future Fund Opportunities ETF 1.9 100 -92 2.4 -1.9
FSGS First Trust SMID Growth Strength ETF 1.9 60 -52 4.9 +0.5
XSHQ Invesco S&P SmallCap Quality ETF 1.9 29 -21 6.8 +2.4
XSMO Invesco S&P SmallCap Momentum ETF 1.8 39 -31 3.6 -0.7
GPT Intelligent Alpha Atlas ETF 1.8 69 -61 6.1 +1.8
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.8 15 -7 6.4 +2.0
CVAR Cultivar ETF 1.8 87 -79 7.1 +2.8
BAI iShares AI Innovation and Tech Active ETF 1.8 55 -47 1.1 -3.3
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 1.8 49 -41 6.6 +2.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.8 79 -71 4.2 -0.2
BOTZ Global X Robotics & Artificial Intelligence ETF 1.8 69 -61 1.8 -2.5
JRE Janus Henderson U.S. Real Estate ETF 1.7 65 -57 5.7 +1.4
AQLT iShares MSCI Global Quality Factor ETF 1.7 18 -10 0.0 -4.3
CNRG State Street SPDR S&P Kensho Clean Power ETF 1.7 45 -37 -0.0 -4.3
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.7 35 -27 8.7 +4.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.7 65 -57 1.5 -2.8
GRPM Invesco S&P MidCap 400 GARP ETF 1.7 35 -27 6.8 +2.5
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.7 54 -46 5.8 +1.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.6 35 -27 3.1 -1.3
LST Leuthold Select Industries ETF 1.6 91 -83 5.0 +0.7
BETZ Roundhill Sports Betting & iGaming ETF 1.6 75 -67 3.4 -0.9
DTEC ALPS Disruptive Technologies ETF 1.6 50 -42 3.8 -0.5
CGXU Capital Group International Focus Equity ETF 1.6 54 -46 4.0 -0.3
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 1.5 38 -30 8.9 +4.5
PBJ Invesco Food & Beverage ETF 1.5 57 -49 7.5 +3.2
SVAL iShares US Small Cap Value Factor ETF 1.5 20 -12 7.4 +3.0
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.5 35 -27 6.1 +1.8
QDIV Global X S&P 500 Quality Dividend ETF 1.5 20 -12 8.0 +3.6
OCEN IQ Clean Oceans ETF 1.5 45 -37 4.5 +0.2
XMMO Invesco S&P MidCap Momentum ETF 1.5 34 -26 3.5 -0.9
RNMC First Trust Mid Cap US Equity Select ETF 1.5 60 -52 6.5 +2.2
CTEF Castellan Targeted Equity ETF 1.5 45 -37 3.0 -1.4
SPIT F/m Emerald Special Situations ETF 1.5 105 -97 -0.7 -5.0
FDL First Trust Morningstar Dividend Leaders Index Fund 1.4 45 -37 9.0 +4.7
ROBO ROBO Global Robotics & Automation Index ETF 1.4 95 -87 2.4 -1.9
BLOK Amplify Transformational Data Sharing ETF 1.4 75 -67 -0.1 -4.5
YLDE ClearBridge Dividend Strategy ESG ETF 1.4 60 -52 5.1 +0.8
OND ProShares On-Demand ETF 1.4 58 -50 0.5 -3.9
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.4 36 -28 8.3 +4.0
ARGT Global X MSCI Argentina ETF 1.4 59 -51 3.3 -1.1
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 1.4 86 -78 12.1 +7.7
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 1.4 86 -78 0.2 -4.1
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 1.4 60 -52 9.1 +4.8
LOUP Innovator Deepwater Frontier Tech ETF 1.4 70 -62 1.0 -3.3
BPAY BlackRock Future Financial and Technology ETF 1.4 70 -62 5.5 +1.1
XC WisdomTree Emerging Markets Ex-China Fund 1.4 32 -24 6.3 +1.9
OSEA Harbor International Compounders ETF 1.4 55 -47 4.2 -0.2
ABLG Abacus FCF International Leaders ETF 1.4 59 -51 6.3 +2.0
FMTM MarketDesk Focused U.S. Momentum ETF 1.4 45 -37 4.9 +0.5
OTGL OTG Latin America ETF 1.4 269 -261 7.4 +3.0
ITOL Tema International Durable Quality ETF 1.4 60 -52 5.0 +0.7
DBSC Deepwater Beachfront Small Cap ETF 1.4 85 -77 1.1 -3.2
BNGE First Trust S-Network Streaming and Gaming ETF 1.3 70 -62 3.0 -1.3
DEEP Roundhill Acquirers Deep Value ETF 1.3 80 -72 15.4 +11.1
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 1.3 57 -49 2.8 -1.5
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 1.3 60 -52 3.5 -0.8
BRAZ Global X Brazil Active ETF 1.3 75 -67 9.1 +4.8
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.3 49 -41 7.9 +3.6
WBIY WBI Power Factor High Dividend ETF 1.3 100 -92 12.4 +8.1
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 1.2 7 1 10.3 +6.0
JPSV JPMorgan Active Small Cap Value ETF 1.2 74 -66 7.5 +3.2
FSCS First Trust SMID Capital Strength ETF 1.2 60 -52 6.8 +2.5
ACEP ARS Core Equity ETF 1.2 45 -37 4.3 -0.1
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 1.2 59 -51 8.4 +4.1
XMVM Invesco S&P MidCap Value with Momentum ETF 1.2 39 -31 7.4 +3.1
SATO Invesco Alerian Galaxy Crypto Economy ETF 1.1 61 -53 -0.7 -5.0
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 1.1 35 -27 5.8 +1.5
SAMM Strategas Macro Momentum ETF 1.1 66 -58 3.7 -0.6
FTDS First Trust Dividend Strength ETF 1.1 70 -62 7.0 +2.6
ODDS Pacer BlueStar Digital Entertainment ETF 1.1 60 -52 4.6 +0.3
JSML Janus Henderson Small Cap Growth Alpha ETF 1.1 30 -22 2.8 -1.6
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 1.1 60 -52 5.5 +1.2
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.1 56 -48 9.7 +5.4
CGIE Capital Group International Equity ETF 1.1 54 -46 4.6 +0.3
JADE JPMorgan Active Developing Markets Equity ETF 1.1 65 -57 6.2 +1.9
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.0 59 -51 4.5 +0.2
MOTG VanEck Morningstar Global Wide Moat ETF 1.0 52 -44 7.8 +3.5
BITQ Bitwise Crypto Industry Innovators ETF 1.0 85 -77 -2.2 -6.5
CSMD Congress SMid Growth ETF 1.0 69 -61 3.7 -0.7
CZA Invesco Zacks Mid-Cap ETF 1.0 72 -64 5.9 +1.6
DTAN Sparkline International Intangible Value ETF 1.0 55 -47 7.3 +3.0
CCSO Carbon Collective Climate Solutions US Equity ETF 0.9 35 -27 0.9 -3.4
CVY Invesco Zacks Multi-Asset Income ETF 0.9 106 -98 10.0 +5.7
QMOM Alpha Architect U.S. Quantitative Momentum ETF 0.9 39 -31 1.1 -3.2
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.9 55 -47 3.2 -1.2
FDFF Fidelity Disruptive Finance ETF 0.9 50 -42 5.3 +1.0
SMAP Amplify Small-Mid Cap Equity ETF 0.9 60 -52 4.5 +0.1
SIXS ETC 6 Meridian Small Cap Equity ETF 0.9 89 -81 7.8 +3.5
HYP Golden Eagle Dynamic Hypergrowth ETF 0.9 85 -77 -0.8 -5.1
GINX SGI Enhanced Global Income ETF 0.8 98 -90 6.8 +2.5
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.8 39 -31 9.8 +5.5
MDCP VictoryShares THB Mid Cap ESG ETF 0.8 55 -47 4.7 +0.4
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.8 32 -24 7.6 +3.2
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.8 80 -72 6.7 +2.3
JIG JPMorgan International Growth ETF 0.8 55 -47 3.7 -0.7
GRNJ Fundstrat Granny Shts US Sm- &Mid-CapETF 0.8 75 -67 2.0 -2.4
COPY Tweedy, Browne Insider + Value ETF 0.7 80 -72 15.1 +10.8
OSCV Opus Small Cap Value ETF 0.7 79 -71 5.7 +1.4
IWC iShares Micro-Cap ETF 0.7 60 -52 -1.4 -5.7
JSTC Adasina Social Justice All Cap Global ETF 0.6 89 -81 4.5 +0.2
SNSR Global X Internet of Things ETF 0.6 68 -60 3.8 -0.5
TCV Towle Value ETF 0.6 85 -77 9.6 +5.2
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 0.6 39 -31 3.9 -0.4
QQQS Invesco NASDAQ Future Gen 200 ETF 0.6 20 -12 -3.9 -8.2
PAWZ ProShares Pet Care ETF 0.6 50 -42 3.9 -0.4
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.6 33 -25 6.9 +2.5
TMFM Motley Fool Mid-Cap Growth ETF 0.6 85 -77 2.2 -2.2
KNO AXS Knowledge Leaders ETF 0.5 78 -70 4.5 +0.1
UFO Procure Space ETF 0.5 75 -67 -0.0 -4.3
GLRY Inspire Faithward Mid Cap Momentum ETF 0.5 80 -72 3.7 -0.7
KONG Formidable Fortress ETF 0.5 89 -81 5.2 +0.9
RSMC Rockefeller U.S. Small-Mid Cap ETF 0.5 75 -67 4.1 -0.2
TMFS Motley Fool Small-Cap Growth ETF 0.5 85 -77 1.2 -3.1
AFK VanEck Africa Index ETF 0.5 98 -90 10.8 +6.5
ALIL Argent Focused Small Cap ETF 0.5 74 -66 5.7 +1.4
CCFE Concourse Capital Focused Equity ETF 0.5 95 -87 2.7 -1.6
ABLS Abacus FCF Small Cap Leaders ETF 0.5 59 -51 4.7 +0.3
FDLS Inspire Fidelis Multi Factor ETF 0.5 76 -68 3.2 -1.1
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 0.5 61 -53 5.9 +1.6
ALRG Allspring LT Large Core ETF 0.5 28 -20 3.5 -0.8
GGME Invesco Next Gen Media and Gaming ETF 0.4 60 -52 4.7 +0.4
FCTE SMI 3Fourteen Full-Cycle Trend ETF 0.4 85 -77 4.1 -0.2
WWJD Inspire International ETF 0.4 80 -72 6.2 +1.9
VIDI Vident International Equity Strategy ETF 0.4 61 -53 8.4 +4.0
HWAY Themes US Infrastructure ETF 0.4 29 -21 4.7 +0.4
CBSE Clough Select Equity ETF 0.4 85 -77 0.4 -3.9
FLV American Century Focused Large Cap Value ETF 0.4 42 -34 6.1 +1.7
LEAD Siren DIVCON Leaders Dividend ETF 0.4 43 -35 3.6 -0.7
PBD Invesco Global Clean Energy ETF 0.4 75 -67 0.2 -4.1
IVRS iShares Future Metaverse Tech and Communications ETF 0.4 47 -39 5.1 +0.8
IYW iShares U.S. Technology ETF 0.4 40 -32 3.2 -1.2
TTAI FCF International Quality ETF 0.4 59 -51 6.7 +2.4
EMM Global X Emerging Markets ex-China ETF 0.4 75 -67 4.9 +0.6
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 0.4 79 -71 3.8 -0.6
MGMT Ballast Small/Mid Cap ETF 0.4 110 -102 7.5 +3.2
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.4 70 -62 4.0 -0.3
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 0.3 65 -57 5.0 +0.7
PEY Invesco High Yield Equity Dividend Achievers ETF 0.3 52 -44 9.0 +4.7
IYJ iShares U.S. Industrials ETF 0.3 40 -32 4.0 -0.3
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.3 60 -52 5.2 +0.8
XMLV Invesco S&P MidCap Low Volatility ETF 0.3 25 -17 6.7 +2.4
BIBL Inspire 100 ETF 0.3 35 -27 4.3 -0.1
DIVZ TrueShares Low Volatility Equity Income ETF 0.3 65 -57 5.9 +1.6
DIVY Sound Equity Dividend Income ETF 0.3 45 -37 8.1 +3.8
EMC Global X Emerging Markets Great Consumer ETF 0.3 75 -67 7.3 +3.0
UDI USCF Dividend Income Fund 0.3 65 -57 6.8 +2.4
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 0.2 45 -37 4.3 -0.0
VICE AdvisorShares Vice ETF 0.2 99 -91 5.6 +1.3
BOUT Innovator IBD Breakout Opportunities ETF 0.2 81 -73 3.0 -1.3
SMCF Themes US Small Cap Cash Flow Champions ETF 0.2 29 -21 9.7 +5.4
APIE ActivePassive International Equity ETF 0.2 45 -37 6.5 +2.2
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 0.2 40 -32 6.6 +2.3
PAVE Global X U.S. Infrastructure Development ETF 0.2 47 -39 4.2 -0.2
PINK Simplify Health Care ETF 0.2 50 -42 1.0 -3.4
SMDV ProShares Russell 2000 Dividend Growers ETF 0.2 40 -32 6.8 +2.5
FFTY Innovator IBD 50 ETF 0.2 80 -72 0.0 -4.3
COWS Amplify Cash Flow Dividend Leaders ETF 0.2 0 8 7.5 +3.2
SGRT SMART Earnings Growth 30 ETF 0.2 59 -51 2.6 -1.8
IFRA iShares U.S. Infrastructure ETF 0.2 30 -22 5.5 +1.1
FDM First Trust Dow Jones Select MicroCap Index Fund 0.2 60 -52 6.8 +2.4
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 -31 6.2 +1.9
ESPO VanEck Video Gaming and eSports ETF 0.2 56 -48 6.4 +2.0
QINT American Century Quality Diversified International ETF 0.2 39 -31 6.7 +2.3
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.2 45 -37 6.9 +2.6
DRLL Strive U.S. Energy ETF 0.2 41 -33 7.7 +3.4
FNDF Schwab Fundamental International Large Co. Index ETF 0.2 25 -17 7.6 +3.3
CIL VictoryShares International Volatility Wtd ETF 0.1 45 -37 5.8 +1.5
XDAT Franklin Exponential Data ETF 0.1 50 -42 1.3 -3.1
XITK State Street SPDR FactSet Innovative Technology ETF 0.1 45 -37 0.1 -4.2
EPU iShares MSCI Peru and Global Exposure ETF 0.1 59 -51 4.7 +0.4
AZTD Aztlan Global Stock Selection DM SMID ETF 0.1 75 -67 4.2 -0.1
XSLV Invesco S&P SmallCap Low Volatility ETF 0.1 25 -17 7.4 +3.0
CTEC Global X CleanTech ETF 0.1 50 -42 -0.1 -4.4
DIV Global X SuperDividend US ETF 0.1 45 -37 9.6 +5.3
IBAT iShares Energy Storage & Materials ETF 0.1 47 -39 1.6 -2.7
PSP Invesco Global Listed Private Equity ETF 0.1 106 -98 6.6 +2.3
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 0.1 60 -52 4.0 -0.3
FINE Themes European Luxury ETF 0.1 35 -27 3.7 -0.6
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.1 30 -22 13.4 +9.1
CSD Invesco S&P Spin-Off ETF 0.1 65 -57 3.7 -0.6
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 -31 6.7 +2.4
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.0 49 -41 6.0 +1.7
ITA iShares U.S. Aerospace & Defense ETF 0.0 40 -32 1.6 -2.7
SOCL Global X Social Media ETF 0.0 65 -57 12.3 +8.0
DFEV Dimensional Emerging Markets Value ETF 0.0 43 -35 9.7 +5.4
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 38 -30 7.0 +2.7
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 -27 7.0 +2.7
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 -22 6.4 +2.1
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 -57 0.0 -4.3
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.0 53 -45 5.2 +0.9

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:
Fidelity MSCI Consumer Discretionary Index 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 21.7 %
Divided by: Fwd. P/BV 4.9 x
Less: Expense ratio 8 bp
Equals: ALTAR Score 4.3 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.60 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.