First Trust Dow Jones Internet Index Fund
ALTAR
Score™
1.6% info Recommen-
dation
AVOID
2024E    2025E
P/E
ratio
27.5x P/Sales
ratio
3.3x
P/BV
ratio
5.8x Div.
yield
0.2%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
First Trust Dow Jones Internet Index Fund seeks investment results that correspond to the price and yield of an equity index called Dow Jones Internet Index.

FUND BASICS
Category US Equities
Fund Sponsor First Trust Advisors LP
Website www.ftportfolios.com
Inception date Jun 19, 2006
Assets (mns) $5,810
Currency USD
Expense ratio 52 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian Bank of New York Mellon
Weighting Market Cap
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 42
Wgt avg mkt cap (mns) $658,814
Large cap (>$10bn) 90.8%
Mid cap ($2-10bn) 8.1%
Small cap (<$2bn) 1.2%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
AMAZON.COM INC 10.7 %
META PLATFORMS INC 8.5 %
ALPHABET INC. CLASS A 6.9 %
ALPHABET INC. CLASS C 5.8 %
NETFLIX INC 5.6 %
SALESFORCE.COM INC 4.4 %
CISCO SYSTEMS INC 4.3 %
PAYPAL HOLDINGS INC 3.5 %
ARISTA NETWORKS, INC. 3.4 %
AIRBNB, INC. CLASS A 2.9 %
Total 55.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 97.2 %
AUSTRALIA 1.8 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
2.5% 22.4% 6.8% 12.9% 13.2%

Market Correlations
versus... Beta R-squared
S&P500 1.19 67%
MSCI EAFE 1.03 47%
MSCI Emg. Mkts. 0.90 37%

Technical Indicators
Recent close $197.60
30d moving avg. $201.00
Annualized volatility 26.1%
Short interest (ETF) 0.5%
Short interest (Underlying) 3.9%
Relative strength (RSI) 50

Liquidity measures
Avg. volume (thou.) 270
Turnover 0.9%
Bid/Ask (% of price) 0.03%
ADV underlying (mns) $29,638

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 705 potential alternatives to the First Trust Dow Jones Internet Index Fund ETF based on the alternatives' overlap in portfolio holdings with FDN. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: FDN Expense: 52 bp ALTAR Score™: 1.6%


ALTERNATIVE ETFs BASED ON OVERLAP WITH FDN
Ticker Fund
Name
Overlap1
vs FDN
(%)
Expense
ratio
(bp)
Savings
vs FDN
(bp)
ALTAR
Score™
(%)
ALTAR
vs FDN
(%)
PNQI Invesco NASDAQ Internet ETF 42.3 60 -8 2.5 +1.0
OGIG ALPS O'Shares Global Internet Giants ETF 34.6 48 4 0.5 -1.1
FDG American Century Focused Dynamic Growth ETF 29.9 45 7 2.4 +0.9
VOX Vanguard Communication Services ETF 29.5 10 42 4.9 +3.3
FCOM Fidelity MSCI Communication Services Index ETF 29.5 8 44 4.6 +3.0
LRND IQ U.S. Large Cap R&D Leaders ETF 28.3 14 38 5.8 +4.3
FBCG Fidelity Blue Chip Growth ETF 27.9 59 -7 2.2 +0.7
SKYY First Trust Cloud Computing ETF 27.6 60 -8 3.7 +2.1
IGM iShares Expanded Tech Sector ETF 27.2 41 11 4.0 +2.5
CLOD Themes Cloud Computing ETF 26.2 35 17 3.7 +2.1
GGRW Gabelli Growth Innovators ETF 26.1 90 -38 2.1 +0.5
XLC Communication Services Select Sector SPDR Fund 25.7 9 43 6.5 +4.9
IXP iShares Global Comm Services ETF 25.6 42 10 5.1 +3.5
MILN Global X Millennial Consumer ETF 24.9 50 2 2.9 +1.3
TECB iShares U.S. Tech Breakthrough Multisector ETF 24.2 40 12 3.8 +2.2
IETC iShares U.S. Tech Independence Focused ETF 23.9 18 34 4.1 +2.6
WFH Direxion Work From Home ETF 23.8 45 7 0.0 -1.6
LCF Touchstone US Large Cap Focused ETF 23.7 69 -17 4.3 +2.7
CGGR Capital Group Growth ETF 23.4 39 13 3.3 +1.7
DRUP GraniteShares Nasdaq Select Disruptors ETF 23.3 60 -8 3.7 +2.1
AOTG AOT Growth and Innovation ETF 22.4 75 -23 2.9 +1.3
IWY iShares Russell Top 200 Growth ETF 22.3 20 32 4.5 +2.9
VUG Vanguard Growth ETF 22.1 4 48 3.8 +2.3
ITAN Sparkline Intangible Value ETF 22.1 50 2 6.6 +5.0
GBUY Goldman Sachs Future Consumer Equity ETF 21.9 75 -23 2.9 +1.3
SCHG Schwab U.S. Large-Cap Growth ETF 21.9 4 48 4.0 +2.4
JGRO JPMorgan Active Growth ETF 21.7 44 8 3.1 +1.6
LRGE ClearBridge Large Cap Growth ESG ETF 21.6 59 -7 3.2 +1.6
XNTK SPDR NYSE Technology ETF 21.6 35 17 3.6 +2.0
TMFC Motley Fool 100 Index ETF 21.4 50 2 3.6 +2.0
QGRW WisdomTree U.S. Quality Growth Fund 21.3 28 24 4.3 +2.7
MGK Vanguard Mega Cap Growth ETF 21.2 7 45 3.9 +2.3
EGUS iShares ESG Aware MSCI USA Growth ETF 21.1 18 34 4.0 +2.4
BUYZ Franklin Disruptive Commerce ETF 20.9 50 2 2.1 +0.5
VOOG Vanguard S&P 500 Growth ETF 20.9 10 42 4.2 +2.6
IVW iShares S&P 500 Growth ETF 20.9 18 34 4.1 +2.5
SPYG SPDR Portfolio S&P 500 Growth ETF 20.9 4 48 4.2 +2.7
CACG ClearBridge All Cap Growth ESG ETF 20.9 54 -2 3.3 +1.7
MRAD SmartETFs Advertising & Marketing Technology ETF 20.8 68 -16 4.3 +2.8
ONEQ Fidelity Nasdaq Composite Index ETF 20.6 21 31 3.5 +1.9
TMFE Motley Fool Capital Efficiency 100 Index ETF 20.5 50 2 4.4 +2.8
IWF iShares Russell 1000 Growth ETF 20.5 19 33 4.4 +2.8
DUSA Davis Select U.S. Equity ETF 20.4 61 -9 7.2 +5.6
QQQ Invesco QQQ Trust Series I 20.4 20 32 4.2 +2.7
QQQM Invesco NASDAQ 100 ETF 20.4 15 37 4.3 +2.7
DFNV Donoghue Forlines Innovation ETF 20.3 69 -17 4.7 +3.1
VONG Vanguard Russell 1000 Growth ETF 20.3 8 44 4.5 +2.9
BUZZ VanEck Social Sentiment ETF 20.3 75 -23 -0.3 -1.8
XLG Invesco S&P 500 Top 50 ETF 20.3 20 32 4.3 +2.7
IUSG iShares Core S&P U.S. Growth ETF 20.0 4 48 4.3 +2.7
XDAT Franklin Exponential Data ETF 19.9 50 2 2.9 +1.3
AIEQ AI Powered Equity ETF 19.8 75 -23 5.9 +4.3
GGME Invesco Next Gen Media and Gaming ETF 19.6 60 -8 3.6 +2.0
LCLG Logan Capital Broad Innovative Growth ETF 19.5 99 -47 4.6 +3.0
FFND Future Fund Active ETF 19.5 100 -48 0.2 -1.4
SFYF SoFi Social 50 ETF 19.4 29 23 -2.8 -4.4
SPMO Invesco S&P 500 Momentum ETF 19.2 13 39 3.4 +1.8
PWB Invesco Large Cap Growth ETF 19.2 56 -4 3.0 +1.4
MVPS Amplify Thematic All-Stars ETF 19.1 49 3 2.6 +1.0
WRND IQ Global Equity R&D Leaders ETF 19.0 18 34 6.8 +5.2
FPAG FPA Global Equity ETF 18.9 49 3 5.3 +3.7
METV Roundhill Ball Metaverse ETF 18.6 59 -7 3.0 +1.5
ILCG iShares Morningstar Growth ETF 18.6 4 48 3.8 +2.2
WCLD WisdomTree Cloud Computing Fund 18.5 45 7 1.7 +0.1
CHAT Roundhill Generative AI & Technology ETF 18.4 75 -23 2.8 +1.2
SFY SoFi Select 500 ETF 18.2 0 52 4.2 +2.6
SNPG Xtrackers S&P 500 Growth ESG ETF 18.0 15 37 4.4 +2.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 18.0 45 7 4.2 +2.7
WOMN Impact Shares YWCA Women's Empowerment ETF 17.6 75 -23 4.9 +3.3
SOCL Global X Social Media ETF 17.6 65 -13 -5.6 -7.2
OEF iShares S&P 100 ETF 17.4 20 32 4.7 +3.1
MMTM SPDR S&P 1500 Momentum Tilt ETF 17.4 12 40 4.3 +2.8
VERS ProShares Metaverse ETF 17.1 58 -6 -7.5 -9.1
CLOU Global X Cloud Computing ETF 17.0 68 -16 2.1 +0.5
DARP Grizzle Growth ETF 17.0 75 -23 2.8 +1.2
IYC iShares U.S. Consumer Discretionary ETF 17.0 40 12 3.8 +2.2
IGPT Invesco AI and Next Gen Software ETF 16.9 60 -8 3.5 +1.9
WISE Themes Generative Artificial Intelligence ETF 16.9 35 17 2.0 +0.4
RECS Columbia Research Enhanced Core ETF 16.8 15 37 5.4 +3.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 16.8 75 -23 4.4 +2.8
STXG Strive 1000 Growth ETF 16.7 18 34 3.9 +2.3
SHE SPDR MSCI USA Gender Diversity ETF 16.7 20 32 4.8 +3.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 16.5 7 45 4.9 +3.3
DYNF BlackRock U.S. Equity Factor Rotation ETF 16.3 30 22 4.5 +2.9
FMET Fidelity Metaverse ETF 16.0 39 13 4.6 +3.1
HLAL Wahed FTSE USA Shariah ETF 16.0 50 2 4.7 +3.1
FCLD Fidelity Cloud Computing ETF 16.0 39 13 2.5 +0.9
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 16.0 49 3 4.5 +2.9
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 15.9 65 -13 3.4 +1.8
MTUM iShares MSCI USA Momentum Factor ETF 15.9 15 37 3.5 +2.0
CRTC Xtrackers US National Critical Technologies ETF 15.8 35 17 5.4 +3.8
GSPY Gotham Enhanced 500 ETF 15.8 50 2 5.1 +3.5
VNSE Natixis Vaughan Nelson Select ETF 15.8 80 -28 3.3 +1.7
NACP Impact Shares NAACP Minority Empowerment ETF 15.7 49 3 4.7 +3.1
ISHP First Trust Nasdaq Retail ETF 15.6 60 -8 3.1 +1.5
ACSI American Customer Satisfaction ETF 15.5 65 -13 4.4 +2.8
SPXT ProShares S&P 500 Ex-Technology ETF 15.5 9 43 5.6 +4.0
ANEW ProShares MSCI Transformational Changes ETF 15.4 45 7 3.1 +1.6
DWLD Davis Select Worldwide ETF 15.3 63 -11 5.7 +4.1
RUFF Alpha Dog ETF 15.2 94 -42 4.6 +3.0
BWEB Bitwise Web3 ETF 15.1 85 -33 0.8 -0.8
FXL First Trust Technology AlphaDEX Fund 15.0 61 -9 4.9 +3.4
INNO Harbor Disruptive Innovation ETF 15.0 75 -23 -3.5 -5.0
USMC Principal U.S. Mega-Cap ETF 14.9 12 40 4.7 +3.1
FVAL Fidelity Value Factor ETF 14.8 15 37 7.3 +5.7
MGC Vanguard Mega Cap ETF 14.8 7 45 4.8 +3.2
HAPI Harbor Human Capital Factor US Large Cap ETF 14.7 36 16 4.6 +3.0
IWL iShares Russell Top 200 ETF 14.7 15 37 4.7 +3.1
EPS WisdomTree U.S. LargeCap Fund 14.7 8 44 6.1 +4.5
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 14.6 40 12 8.4 +6.8
QQMG Invesco ESG NASDAQ 100 ETF 14.6 20 32 4.3 +2.7
IWFH iShares Virtual Work and Life Multisector ETF 14.5 47 5 -3.6 -5.2
ONLN ProShares Online Retail ETF 14.4 58 -6 3.0 +1.4
NANC Unusual Whales Subversive Democratic Trading ETF 14.3 75 -23 3.5 +1.9
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 14.3 60 -8 5.2 +3.6
AIQ Global X Artificial Intelligence & Technology ETF 14.3 68 -16 3.7 +2.1
SPXN ProShares S&P 500 Ex-Financials ETF 14.2 9 43 4.9 +3.3
XPND First Trust Expanded Technology ETF 14.2 65 -13 3.6 +2.0
IOO iShares Global 100 ETF 14.1 41 11 4.5 +2.9
ESGV Vanguard ESG U.S. Stock ETF 14.0 9 43 4.8 +3.2
SPXV ProShares S&P 500 Ex-Health Care ETF 13.9 9 43 4.7 +3.2
TIME Clockwise Core Equity & Innovation ETF 13.8 95 -43 1.9 +0.3
BKWO BNY Mellon Women's Opportunities ETF 13.7 50 2 3.7 +2.1
XVV iShares ESG Screened S&P 500 ETF 13.7 8 44 4.8 +3.2
IYW iShares U.S. Technology ETF 13.7 40 12 3.9 +2.3
VCR Vanguard Consumer Discretionary ETF 13.7 10 42 4.7 +3.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 13.6 9 43 4.9 +3.3
FDIS Fidelity MSCI Consumer Discretionary Index ETF 13.6 8 44 4.9 +3.3
MBCC Monarch Blue Chips Core ETF 13.6 125 -73 3.2 +1.6
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 13.6 57 -5 3.7 +2.1
IEDI iShares U.S. Consumer Focused ETF 13.5 18 34 4.9 +3.4
QVML Invesco S&P 500 QVM Multi-factor ETF 13.5 11 41 4.9 +3.3
RVRB Reverb ETF 13.5 30 22 4.7 +3.2
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 13.5 75 -23 3.4 +1.9
FDMO Fidelity Momentum Factor ETF 13.4 15 37 3.5 +1.9
RAYD Rayliant Quantitative Developed Market Equity ETF 13.4 80 -28 4.2 +2.6
NZUS SPDR MSCI USA Climate Paris Aligned ETF 13.3 10 42 4.5 +3.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 13.3 32 20 5.0 +3.5
FMIL Fidelity New Millennium ETF 13.3 59 -7 4.4 +2.9
KOIN Capital Link Global Fintech Leaders ETF 13.3 75 -23 4.6 +3.1
XLY Consumer Discretionary Select Sector SPDR Fund 13.3 9 43 5.1 +3.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 13.2 10 42 4.5 +2.9
TRFK Pacer Data and Digital Revolution ETF 13.2 60 -8 3.9 +2.3
QLC FlexShares US Quality Large Cap Index Fund 13.1 25 27 5.3 +3.7
TMFG Motley Fool Global Opportunities ETF 13.1 85 -33 3.4 +1.9
FFLC Fidelity Fundamental Large Cap Core ETF 13.1 38 14 4.6 +3.0
VV Vanguard Large-Cap ETF 13.0 4 48 4.9 +3.4
STRV Strive 500 ETF 13.0 5 47 4.9 +3.4
ILCB iShares Morningstar U.S. Equity ETF 13.0 3 49 5.0 +3.4
PBUS Invesco MSCI USA ETF 13.0 4 48 5.0 +3.4
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 12.9 20 32 4.8 +3.2
VOTE TCW Transform 500 ETF 12.9 5 47 5.0 +3.4
WUGI AXS Esoterica NextG Economy ETF 12.8 75 -23 1.8 +0.2
APUE ActivePassive U.S. Equity ETF 12.8 45 7 4.7 +3.2
CAML Congress Large Cap Growth ETF 12.8 66 -14 3.0 +1.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 12.8 7 45 4.9 +3.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 12.8 19 33 6.4 +4.8
BKLC BNY Mellon US Large Cap Core Equity ETF 12.7 0 52 5.0 +3.4
SNPE Xtrackers S&P 500 ESG ETF 12.7 10 42 5.0 +3.4
SPXE ProShares S&P 500 Ex-Energy ETF 12.7 9 43 4.9 +3.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 12.7 2 50 5.0 +3.4
SIXA ETC 6 Meridian Mega Cap Equity ETF 12.6 80 -28 5.6 +4.0
IBUY Amplify Online Retail ETF 12.5 65 -13 1.5 -0.1
ESGG FlexShares STOXX Global ESG Select Index Fund 12.5 42 10 4.9 +3.4
CGUS Capital Group Core Equity ETF 12.5 33 19 4.5 +2.9
IVV iShares Core S&P 500 ETF 12.5 3 49 5.0 +3.4
VOO Vanguard S&P 500 ETF 12.5 3 49 5.0 +3.4
SPY SPDR S&P 500 ETF Trust 12.5 9 43 4.9 +3.4
SPLG SPDR Portfolio S&P 500 ETF 12.5 2 50 5.0 +3.4
SCHX Schwab U.S. Large-Cap ETF 12.4 3 49 5.0 +3.4
RXI iShares Global Consumer Discretionary ETF 12.3 41 11 5.6 +4.1
IWB iShares Russell 1000 ETF 12.3 15 37 4.9 +3.3
DFUS Dimensional U.S. Equity ETF 12.2 9 43 4.9 +3.3
IYY iShares Dow Jones U.S. ETF 12.2 20 32 4.8 +3.2
VONE Vanguard Russell 1000 ETF 12.2 8 44 5.0 +3.4
SCHK Schwab 1000 Index ETF 12.2 5 47 5.0 +3.5
ARKW ARK Next Generation Internet ETF 12.2 87 -35 -1.7 -3.3
VSLU Applied Finance Valuation Large Cap ETF 12.1 49 3 5.7 +4.2
IUS Invesco RAFI Strategic US ETF 12.1 19 33 7.2 +5.6
JCTR JPMorgan Carbon Transition U.S. Equity ETF 12.1 15 37 4.7 +3.1
ESGU iShares ESG Aware MSCI USA ETF 12.1 15 37 5.0 +3.4
GVIP Goldman Sachs Hedge Industry VIP ETF 12.0 45 7 4.6 +3.0
FSST Fidelity Sustainable U.S. Equity ETF 12.0 59 -7 4.7 +3.1
VIRS Pacer BioThreat Strategy ETF 11.9 70 -18 5.6 +4.0
TRFM AAM Transformers ETF 11.8 49 3 1.1 -0.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 11.7 3 49 4.9 +3.3
DFSU Dimensional US Sustainability Core 1 ETF 11.7 18 34 5.5 +3.9
SCHB Schwab U.S. Broad Market ETF 11.7 3 49 4.9 +3.4
IWV iShares Russell 3000 ETF 11.7 20 32 4.8 +3.2
VTI Vanguard Total Stock Market ETF 11.6 3 49 4.9 +3.3
VTHR Vanguard Russell 3000 ETF 11.6 10 42 4.9 +3.3
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 11.6 3 49 5.2 +3.6
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 11.6 15 37 5.6 +4.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 11.6 14 38 5.2 +3.6
IDAT iShares Future Cloud 5G and Tech ETF 11.5 47 5 4.1 +2.5
IVRS iShares Future Metaverse Tech and Communications ETF 11.3 47 5 -5.0 -6.6
VEGN US Vegan Climate ETF 11.3 60 -8 4.4 +2.8
QGRO American Century U.S. Quality Growth ETF 11.3 29 23 5.8 +4.2
IGV iShares Expanded Tech-Software Sector ETF 11.3 41 11 3.4 +1.8
ADME Aptus Drawdown Managed Equity ETF 11.2 79 -27 4.1 +2.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 11.2 9 43 5.6 +4.0
ARVR First Trust Indxx Metaverse ETF 11.2 70 -18 1.5 -0.1
QUAL iShares MSCI USA Quality Factor ETF 11.2 15 37 5.2 +3.6
DEMZ Democratic Large Cap Core ETF 11.2 45 7 3.9 +2.4
OND ProShares On-Demand ETF 11.1 58 -6 -2.4 -4.0
LRNZ TrueShares Technology, AI & Deep Learning ETF 11.0 69 -17 -0.8 -2.4
XITK SPDR FactSet Innovative Technology ETF 11.0 45 7 2.7 +1.1
FIVG Defiance Next Gen Connectivity ETF 10.9 30 22 6.0 +4.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 10.9 20 32 4.8 +3.2
DFAU Dimensional US Core Equity Market ETF 10.8 12 40 5.1 +3.5
HDUS Hartford Disciplined US Equity ETF 10.8 19 33 5.9 +4.4
FTC First Trust Large Cap Growth AlphaDEX Fund 10.7 59 -7 2.7 +1.1
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 10.7 35 17 4.7 +3.1
RTH VanEck Retail ETF 10.7 35 17 6.0 +4.4
RPG Invesco S&P 500 Pure Growth ETF 10.6 35 17 3.3 +1.7
NULG Nuveen ESG Large-Cap Growth ETF 10.6 26 26 4.1 +2.5
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 10.6 58 -6 4.7 +3.1
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 10.6 79 -27 5.6 +4.0
RFDA RiverFront Dynamic US Dividend Advantage ETF 10.5 52 0 5.5 +3.9
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 10.4 41 11 8.6 +7.0
GTEK Goldman Sachs Future Tech Leaders Equity ETF 10.4 75 -23 3.0 +1.4
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 10.4 47 5 0.5 -1.1
WTAI WisdomTree Artificial Intelligence and Innovation Fund 10.3 45 7 1.3 -0.3
FTGS First Trust Growth Strength ETF 10.3 60 -8 5.4 +3.9
FLQL Franklin LibertyQ U.S. Equity ETF 10.2 15 37 5.7 +4.1
EQUL IQ Engender Equality ETF 10.2 45 7 6.9 +5.4
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 10.2 15 37 9.9 +8.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 10.1 10 42 5.1 +3.5
BTHM BlackRock Future U.S. Themes ETF 10.1 60 -8 4.0 +2.4
RFFC ALPS Active Equity Opportunity ETF 10.1 48 4 4.2 +2.7
IYZ iShares U.S. Telecommunications ETF 10.0 40 12 8.2 +6.6
DSI iShares MSCI KLD 400 Social ETF 9.9 25 27 4.9 +3.3
FDLO Fidelity Low Volatility Factor ETF 9.9 15 37 5.4 +3.8
GDEF Goldman Sachs Defensive Equity ETF 9.9 55 -3 4.4 +2.8
EBIZ Global X E-Commerce ETF 9.9 50 2 1.1 -0.5
GK AdvisorShares Gerber Kawasaki ETF 9.8 75 -23 2.9 +1.3
TOK iShares MSCI Kokusai ETF 9.8 26 26 5.1 +3.5
GINN Goldman Sachs Innovate Equity ETF 9.7 52 0 2.5 +0.9
VFMO Vanguard U.S. Momentum Factor ETF 9.6 13 39 2.7 +1.1
GURU Global X Guru Index ETF 9.5 75 -23 1.7 +0.1
KOKU Xtrackers MSCI Kokusai Equity ETF 9.5 9 43 5.3 +3.7
SUSL iShares ESG MSCI USA Leaders ETF 9.5 10 42 4.9 +3.3
ARKK ARK Innovation ETF 9.4 75 -23 -4.5 -6.1
JQUA JPMorgan U.S. Quality Factor ETF 9.3 12 40 5.6 +4.0
AFLG First Trust Active Factor Large Cap ETF 9.3 55 -3 6.0 +4.4
NTZG Nuveen Global Net Zero Transition ETF 9.3 56 -4 4.8 +3.3
IVES Wedbush ETFMG Global Cloud Technology ETF 9.2 68 -16 1.4 -0.2
FPX First Trust US Equity Opportunities ETF 9.2 61 -9 0.7 -0.9
EDOW First Trust Dow 30 Equal Weight ETF 9.2 50 2 6.0 +4.4
URTH iShares MSCI World ETF 9.2 24 28 5.2 +3.6
FQAL Fidelity Quality Factor ETF 9.1 15 37 5.6 +4.0
LRGF iShares U.S. Equity Factor ETF 9.1 8 44 5.6 +4.0
BUL Pacer US Cash Cows Growth ETF 9.0 60 -8 7.3 +5.8
ARKF ARK Fintech Innovation ETF 9.0 75 -23 -1.7 -3.3
FUNL CornerCap Fundametrics Large-Cap ETF 9.0 50 2 7.1 +5.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 9.0 25 27 5.4 +3.9
XTL SPDR S&P Telecom ETF 8.9 35 17 5.8 +4.2
FDWM Fidelity Women's Leadership ETF 8.9 59 -7 4.7 +3.1
JHML John Hancock Multifactor Large Cap ETF 8.8 29 23 5.5 +3.9
AVUS Avantis U.S. Equity ETF 8.8 15 37 5.9 +4.3
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 8.7 106 -54 3.1 +1.5
SMOT VanEck Morningstar SMID Moat ETF 8.7 49 3 6.5 +4.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 8.6 11 41 5.0 +3.4
MOTE VanEck Morningstar ESG Moat ETF 8.6 49 3 5.2 +3.6
CIBR First Trust NASDAQ Cybersecurity ETF 8.6 60 -8 4.0 +2.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 8.5 20 32 5.3 +3.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 8.4 10 42 4.9 +3.3
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 8.4 60 -8 5.5 +3.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 8.3 15 37 5.0 +3.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 8.3 12 40 4.8 +3.2
ACWI iShares MSCI ACWI ETF 8.2 32 20 5.3 +3.7
JVAL JPMorgan U.S. Value Factor ETF 8.2 12 40 8.2 +6.7
KRMA Global X Conscious Companies ETF 8.2 43 9 5.6 +4.0
QUS SPDR MSCI USA StrategicFactors ETF 8.2 15 37 5.9 +4.3
SXQG ETC 6 Meridian Quality Growth ETF 8.1 100 -48 4.2 +2.6
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 8.1 15 37 7.0 +5.4
DTEC ALPS Disruptive Technologies ETF 8.0 50 2 3.2 +1.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 8.0 29 23 6.1 +4.5
SPHQ Invesco S&P 500 Quality ETF 8.0 15 37 5.0 +3.5
DIA SPDR Dow Jones Industrial Average ETF Trust 8.0 16 36 5.9 +4.3
USMF WisdomTree U.S. Multifactor Fund 7.9 28 24 7.0 +5.5
VOT Vanguard Mid-Cap Growth ETF 7.9 7 45 4.1 +2.5
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 7.8 56 -4 5.9 +4.3
TMFX Motley Fool Next Index ETF 7.8 50 2 3.2 +1.6
QQQJ Invesco NASDAQ Next Gen 100 ETF 7.8 15 37 4.8 +3.2
LOUP Innovator Deepwater Frontier Tech ETF 7.8 70 -18 1.8 +0.2
FLRG Fidelity U.S. Multifactor ETF 7.8 15 37 7.5 +5.9
JMOM JPMorgan U.S. Momentum Factor ETF 7.8 12 40 4.7 +3.2
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 7.8 60 -8 4.2 +2.6
KNCT Invesco Next Gen Connectivity ETF 7.8 40 12 5.5 +3.9
XSW SPDR S&P Software & Services ETF 7.7 35 17 3.0 +1.4
RWL Invesco S&P 500 Revenue ETF 7.7 39 13 6.7 +5.1
BNGE First Trust S-Network Streaming and Gaming ETF 7.7 70 -18 -2.2 -3.8
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 7.7 20 32 5.4 +3.8
FITE SPDR S&P Kensho Future Security ETF 7.6 45 7 3.0 +1.4
RAFE PIMCO RAFI ESG U.S. ETF 7.6 29 23 6.9 +5.4
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 7.6 60 -8 3.9 +2.3
PTF Invesco Dorsey Wright Technology Momentum ETF 7.6 60 -8 0.5 -1.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 7.6 9 43 5.5 +3.9
FNDX Schwab Fundamental US Large Co. Index ETF 7.5 25 27 7.0 +5.4
KOCG FIS Knights of Columbus Global Belief ETF 7.5 75 -23 5.1 +3.5
MOAT VanEck Morningstar Wide Moat ETF 7.5 46 6 6.2 +4.6
WLDR Affinity World Leaders Equity ETF 7.4 67 -15 8.6 +7.1
VT Vanguard Total World Stock ETF 7.3 7 45 5.5 +3.9
TTAC FCF US Quality ETF 7.3 59 -7 6.2 +4.6
SAMT Strategas Macro Thematic Opportunities ETF 7.2 65 -13 4.5 +2.9
AVLV Avantis U.S. Large Cap Value ETF 7.2 15 37 7.5 +5.9
VLU SPDR S&P 1500 Value Tilt ETF 7.1 12 40 7.3 +5.7
EQWL Invesco S&P 100 Equal Weight ETF 7.1 25 27 6.6 +5.1
SPRX Spear Alpha ETF 7.1 75 -23 2.9 +1.3
FFTY Innovator IBD 50 ETF 7.1 80 -28 -0.2 -1.7
FNDB Schwab Fundamental US Broad Market Index ETF 7.0 25 27 7.0 +5.4
PSET Principal Quality ETF 7.0 15 37 5.4 +3.8
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 7.0 61 -9 2.3 +0.7
FTEC Fidelity MSCI Information Technology Index ETF 7.0 8 44 4.3 +2.7
DFAC Dimensional U.S. Core Equity 2 ETF 7.0 17 35 5.5 +3.9
GLOF iShares Global Equity Factor ETF 7.0 20 32 6.8 +5.2
SPHB Invesco S&P 500 High Beta ETF 6.9 25 27 3.9 +2.4
RSPT Invesco S&P 500 Equal Weight Technology ETF 6.9 40 12 5.2 +3.6
VALQ American Century U.S. Quality Value ETF 6.9 29 23 7.4 +5.8
XT iShares Exponential Technologies ETF 6.9 46 6 3.8 +2.2
BOUT Innovator IBD Breakout Opportunities ETF 6.7 81 -29 3.3 +1.7
ILCV iShares Morningstar Value ETF 6.7 4 48 6.7 +5.1
WCBR WisdomTree Cybersecurity Fund 6.7 45 7 2.1 +0.5
SUSA iShares MSCI USA ESG Select ETF 6.7 25 27 5.1 +3.5
DSTL Distillate US Fundamental Stability & Value ETF 6.6 39 13 8.2 +6.6
ZECP Zacks Earnings Consistent Portfolio ETF 6.5 55 -3 4.9 +3.3
QWLD SPDR MSCI World StrategicFactors ETF 6.5 30 22 5.9 +4.3
IWP iShares Russell Mid-Cap Growth ETF 6.4 23 29 3.9 +2.4
JOET Virtus Terranova US Quality Momentum ETF 6.3 29 23 5.2 +3.6
SPMV Invesco S&P 500 Minimum Variance ETF 6.3 10 42 5.4 +3.8
HKND Humankind US Stock ETF 6.2 11 41 6.8 +5.2
IMCG iShares Morningstar Mid-Cap Growth ETF 6.2 6 46 4.3 +2.7
VUSE Vident U.S. Equity Strategy ETF 6.2 50 2 3.5 +1.9
KOMP SPDR S&P Kensho New Economies Composite ETF 6.1 20 32 2.0 +0.4
PRF Invesco FTSE RAFI US 1000 ETF 6.1 39 13 7.2 +5.7
CGGO Capital Group Global Growth Equity ETF 6.1 47 5 4.1 +2.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 6.0 64 -12 2.1 +0.6
HLGE Hartford Longevity Economy ETF 6.0 44 8 6.4 +4.8
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 5.9 68 -16 4.3 +2.8
QQQN VictoryShares Nasdaq Next 50 ETF 5.9 18 34 4.5 +2.9
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 5.9 40 12 4.2 +2.6
FEX First Trust Large Cap Core AlphaDEX Fund 5.9 59 -7 6.0 +4.4
VXF Vanguard Extended Market ETF 5.8 6 46 4.2 +2.6
VGT Vanguard Information Technology ETF 5.8 10 42 4.0 +2.5
ARKX ARK Space Exploration & Innovation ETF 5.8 75 -23 2.2 +0.6
ROUS Hartford Multifactor US Equity ETF 5.7 19 33 6.3 +4.7
VFLO VictoryShares Free Cash Flow ETF 5.7 39 13 8.7 +7.2
NULC Nuveen ESG Large-Cap ETF 5.7 21 31 5.2 +3.7
DAT ProShares Big Data Refiners ETF 5.7 58 -6 1.5 -0.1
CATH Global X S&P 500 Catholic Values Custom ETF 5.6 29 23 4.9 +3.3
BLOK Amplify Transformational Data Sharing ETF 5.6 75 -23 0.7 -0.9
CGDV Capital Group Dividend Value ETF 5.6 33 19 5.6 +4.1
HAPY Harbor Human Capital Factor Unconstrained ETF 5.5 50 2 4.8 +3.2
FLOW Global X U.S. Cash Flow Kings 100 ETF 5.4 25 27 11.3 +9.7
CHGX AXS Change Finance ESG ETF 5.4 49 3 4.9 +3.3
FCPI Fidelity Stocks for Inflation ETF 5.4 15 37 8.3 +6.7
ETHO Etho Climate Leadership U.S. ETF 5.4 47 5 3.7 +2.1
OALC OneAscent Large Cap Core ETF 5.3 86 -34 5.7 +4.1
LVOL American Century Low Volatility ETF 5.3 29 23 5.2 +3.6
XLK Technology Select Sector SPDR Fund 5.3 9 43 4.7 +3.1
NBCC Neuberger Berman Next Generation Connected Consumer ETF 5.3 56 -4 1.6 +0.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 5.3 65 -13 8.3 +6.7
SRHQ SRH U.S. Quality ETF 5.3 35 17 8.0 +6.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 5.3 15 37 6.7 +5.2
VLUE iShares MSCI USA Value Factor ETF 5.2 15 37 10.9 +9.3
SYNB Putnam BioRevolution ETF 5.2 70 -18 2.7 +1.1
FXD First Trust Consumer Discretionary AlphaDEX Fund 5.1 61 -9 4.6 +3.1
KRUZ Unusual Whales Subversive Republican Trading ETF 5.1 75 -23 5.5 +3.9
COWZ Pacer US Cash Cows 100 ETF 5.0 49 3 11.2 +9.7
DGT SPDR Global Dow ETF 5.0 50 2 6.6 +5.0
NXTG First Trust Indxx NextG ETF 5.0 70 -18 5.7 +4.2
BTEK Future Tech ETF 4.9 88 -36 1.8 +0.3
REVS Columbia Research Enhanced Value ETF 4.9 19 33 7.9 +6.3
DJD Invesco Dow Jones Industrial Average Dividend ETF 4.9 7 45 8.4 +6.9
JEPI JPMorgan Equity Premium Income ETF 4.9 35 17 5.3 +3.7
CARZ First Trust NASDAQ Global Auto Index Fund 4.8 70 -18 2.5 +1.0
HART IQ Healthy Hearts ETF 4.7 45 7 5.0 +3.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 4.6 25 27 5.9 +4.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.6 9 43 6.0 +4.4
DIVB iShares Core Dividend ETF 4.6 5 47 7.9 +6.3
XRT SPDR S&P Retail ETF 4.6 35 17 8.5 +6.9
VFMF Vanguard U.S. Multifactor ETF 4.5 18 34 8.8 +7.2
RBLD First Trust Alerian US NextGen Infrastructure ETF 4.4 65 -13 5.2 +3.6
MOTG VanEck Morningstar Global Wide Moat ETF 4.3 52 0 5.7 +4.1
FINX Global X FinTech ETF 4.3 68 -16 3.4 +1.8
STCE Schwab Crypto Thematic ETF 4.3 30 22 -7.3 -8.9
IBLC iShares Blockchain and Tech ETF 4.3 47 5 -0.8 -2.3
GFOF Grayscale Future of Finance ETF 4.3 70 -18 -0.6 -2.1
EUSA iShares MSCI USA Equal Weighted ETF 4.3 9 43 6.2 +4.6
NBDS Neuberger Berman Disrupters ETF 4.3 55 -3 1.8 +0.2
PEXL Pacer US Export Leaders ETF 4.2 60 -8 4.9 +3.4
SIZE iShares MSCI USA Size Factor ETF 4.2 15 37 6.0 +4.5
KLDW Knowledge Leaders Developed World ETF 4.2 75 -23 4.7 +3.1
FLLV Franklin U.S. Low Volatility ETF 4.1 29 23 0.0 -1.6
USMV iShares MSCI USA Min Vol Factor ETF 4.1 15 37 6.0 +4.4
IHAK iShares Cybersecurity & Tech ETF 4.0 47 5 3.2 +1.6
VO Vanguard Mid-Cap ETF 4.0 4 48 5.9 +4.3
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 4.0 75 -23 4.5 +2.9
POWA Invesco Bloomberg Pricing Power ETF 3.9 40 12 5.0 +3.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.8 65 -13 3.9 +2.4
BIBL Inspire 100 ETF 3.8 35 17 4.8 +3.2
LSAF LeaderShares AlphaFactor US Core Equity ETF 3.8 75 -23 6.7 +5.1
SCHD Schwab US Dividend Equity ETF 3.8 6 46 9.7 +8.1
SPDV AAM S&P 500 High Dividend Value ETF 3.8 29 23 10.4 +8.9
PDP Invesco Dorsey Wright Momentum ETF 3.7 62 -10 3.4 +1.8
EQAL Invesco Russell 1000 Equal Weight ETF 3.7 20 32 5.9 +4.3
VFQY Vanguard U.S. Quality Factor ETF 3.7 13 39 7.1 +5.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.7 20 32 6.0 +4.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 3.6 18 34 6.3 +4.7
SMRI Bushido Capital US Equity ETF 3.6 71 -19 9.4 +7.9
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 3.5 40 12 6.0 +4.4
IMCB iShares Morningstar Mid-Cap ETF 3.5 4 48 6.2 +4.6
DIVY Sound Equity Dividend Income ETF 3.5 45 7 11.0 +9.4
UDI USCF Dividend Income Fund 3.5 65 -13 7.4 +5.9
DURA VanEck Durable High Dividend ETF 3.5 29 23 7.3 +5.8
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 3.5 75 -23 5.8 +4.2
DFLV Dimensional US Large Cap Value ETF 3.4 22 30 8.0 +6.4
PKW Invesco Buyback Achievers ETF 3.4 62 -10 7.3 +5.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 3.3 15 37 6.3 +4.7
IXN iShares Global Tech ETF 3.3 41 11 3.8 +2.2
PWV Invesco Large Cap Value ETF 3.3 55 -3 8.0 +6.5
MOTO SmartETFs Smart Transportation & Technology ETF 3.3 68 -16 6.1 +4.5
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.3 65 -13 1.5 -0.0
QMOM Alpha Architect U.S. Quantitative Momentum ETF 3.3 39 13 4.4 +2.8
SSPY Syntax Stratified LargeCap ETF 3.3 30 22 6.5 +4.9
VBK Vanguard Small-Cap Growth ETF 3.3 7 45 1.5 -0.1
QDIV Global X S&P 500 Quality Dividend ETF 3.2 20 32 8.7 +7.1
SPGP Invesco S&P 500 GARP ETF 3.2 34 18 8.6 +7.0
ACVF American Conservative Values ETF 3.2 75 -23 4.2 +2.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.2 70 -18 5.0 +3.4
ROE Astoria US Quality Kings ETF 3.2 49 3 8.0 +6.4
ODDS Pacer BlueStar Digital Entertainment ETF 3.2 60 -8 3.0 +1.4
KONG Formidable Fortress ETF 3.2 89 -37 6.3 +4.7
ABEQ Absolute Select Value ETF 3.1 85 -33 4.8 +3.2
JFWD Jacob Forward ETF 3.1 75 -23 0.0 -1.6
BFOR ALPS Barron's 400 ETF 3.1 65 -13 6.6 +5.0
COWS Amplify Cash Flow Dividend Leaders ETF 3.1 0 52 10.8 +9.2
HDV iShares Core High Dividend ETF 3.1 8 44 8.4 +6.9
ONEO SPDR Russell 1000 Momentum Focus ETF 3.0 20 32 7.2 +5.6
QTUM Defiance Quantum ETF 3.0 40 12 3.8 +2.2
FDIV MarketDesk Focused U.S. Dividend ETF 3.0 35 17 4.7 +3.1
WTV WisdomTree US Value Fund of Benef Interest 2.9 12 40 8.8 +7.2
CCSO Carbon Collective Climate Solutions US Equity ETF 2.9 35 17 2.3 +0.7
NUMG Nuveen ESG Mid-Cap Growth ETF 2.9 31 21 3.8 +2.2
IWR iShares Russell Midcap ETF 2.9 19 33 5.7 +4.1
SCHM Schwab U.S. Mid-Cap ETF 2.9 4 48 6.4 +4.8
AESR Anfield U.S. Equity Sector Rotation ETF 2.9 108 -56 4.0 +2.4
MDLV Morgan Dempsey Large Cap Value ETF 2.9 58 -6 8.7 +7.1
WTRE WisdomTree New Economy Real Estate Fund 2.9 58 -6 4.7 +3.2
JRNY ALPS Global Travel Beneficiaries ETF 2.9 65 -13 0.1 -1.5
PTEC Global X PropTech ETF 2.9 50 2 1.7 +0.1
PEJ Invesco Leisure and Entertainment ETF 2.9 58 -6 0.5 -1.1
AWAY ETFMG Travel Tech ETF 2.9 76 -24 -4.3 -5.9
SNPV Xtrackers S&P 500 Value ESG ETF 2.8 15 37 6.9 +5.3
PTL Inspire 500 ETF 2.8 9 43 5.7 +4.1
CLNR IQ Cleaner Transport ETF 2.8 45 7 7.8 +6.2
CFA VictoryShares US 500 Volatility Wtd ETF 2.7 35 17 6.0 +4.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.7 40 12 6.0 +4.4
XMMO Invesco S&P MidCap Momentum ETF 2.7 34 18 5.3 +3.7
ACTV LeaderShares Activist Leaders ETF 2.7 75 -23 8.4 +6.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.7 4 48 6.1 +4.5
QDF FlexShares Quality Dividend Index Fund 2.6 37 15 4.7 +3.1
VFMV Vanguard U.S. Minimum Volatility ETF 2.6 13 39 5.3 +3.7
ACWV iShares MSCI Global Min Vol Factor ETF 2.6 20 32 6.6 +5.0
DEUS Xtrackers Russell US Multifactor ETF 2.5 17 35 7.1 +5.5
TDV ProShares S&P Technology Dividend Aristocrats ETF 2.5 45 7 5.8 +4.2
DFUV Dimensional US Marketwide Value ETF 2.5 22 30 7.8 +6.2
QLV FlexShares US Quality Low Volatility Index Fund 2.4 22 30 5.0 +3.4
RSP Invesco S&P 500 Equal Weight ETF 2.4 20 32 6.2 +4.6
QDEF FlexShares Quality Dividend Defensive Index Fund 2.4 37 15 4.5 +2.9
FDHT Fidelity Digital Health ETF 2.4 39 13 -2.4 -4.0
ARKG ARK Genomic Revolution ETF 2.4 75 -23 -7.4 -9.0
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 2.4 65 -13 -1.1 -2.7
JHMM John Hancock Multifactor Mid Cap ETF 2.3 42 10 6.6 +5.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.3 18 34 7.6 +6.0
DIVS SmartETFs Dividend Builder ETF 2.3 65 -13 4.5 +2.9
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 2.3 85 -33 -0.6 -2.2
MINV Matthews Asia Innovators Active ETF 2.3 79 -27 2.7 +1.2
BPAY BlackRock Future Financial and Technology ETF 2.3 70 -18 8.9 +7.4
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.3 27 25 8.4 +6.8
ULVM VictoryShares US Value Momentum ETF 2.3 20 32 7.5 +5.9
DRIV Global X Autonomous & Electric Vehicles ETF 2.2 68 -16 3.1 +1.6
USXF iShares ESG Advanced MSCI USA ETF 2.2 10 42 4.8 +3.3
SATO Invesco Alerian Galaxy Crypto Economy ETF 2.2 61 -9 -1.5 -3.1
JSTC Adasina Social Justice All Cap Global ETF 2.2 89 -37 4.7 +3.1
DGRW WisdomTree US Quality Dividend Growth Fund 2.2 28 24 5.9 +4.3
ARKQ ARK Autonomous Technology & Robotics ETF 2.2 75 -23 2.1 +0.5
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.2 70 -18 2.2 +0.7
SURE AdvisorShares Insiders Advantage ETF 2.2 90 -38 8.1 +6.5
FBCV Fidelity Blue Chip Value ETF 2.2 59 -7 7.1 +5.6
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.1 15 37 5.8 +4.3
IJK iShares S&P Mid-Cap 400 Growth ETF 2.1 17 35 5.8 +4.3
JAVA JPMorgan Active Value ETF 2.1 44 8 6.3 +4.7
IHF iShares U.S. Healthcare Providers ETF 2.1 40 12 5.8 +4.3
VNMC Natixis Vaughan Nelson Mid Cap ETF 2.1 85 -33 4.6 +3.0
GDIV Harbor Dividend Growth Leaders ETF 2.1 50 2 5.9 +4.3
SCAP InfraCap Small Cap Income ETF 2.0 135 -83 7.8 +6.2
GVLU Gotham 1000 Value ETF 2.0 50 2 7.5 +5.9
SMDY Syntax Stratified MidCap ETF 2.0 35 17 6.1 +4.5
FTA First Trust Large Cap Value AlphaDEX Fund 2.0 59 -7 8.6 +7.0
HTEC ROBO Global Healthcare Technology and Innovation ETF 2.0 68 -16 1.0 -0.6
BITQ Bitwise Crypto Industry Innovators ETF 1.9 85 -33 -3.2 -4.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.9 7 45 5.7 +4.2
IPDP Dividend Performers ETF 1.9 122 -70 5.2 +3.6
RDVY First Trust Rising Dividend Achievers ETF 1.9 50 2 9.8 +8.2
MOON Direxion Moonshot Innovators ETF 1.9 65 -13 0.0 -1.6
NUDV Nuveen ESG Dividend ETF 1.9 26 26 7.5 +5.9
SNSR Global X Internet of Things ETF 1.8 68 -16 4.1 +2.5
FTCS First Trust Capital Strength ETF 1.8 55 -3 5.6 +4.0
DVND Touchstone Dividend Select ETF 1.8 67 -15 6.2 +4.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.8 15 37 5.8 +4.2
IWX iShares Russell Top 200 Value ETF 1.8 20 32 6.6 +5.0
BLES Inspire Global Hope ETF 1.8 61 -9 6.3 +4.7
BEDZ AdvisorShares Hotel ETF 1.8 100 -48 3.1 +1.5
SFYX SoFi Next 500 ETF 1.8 0 52 5.0 +3.4
RUNN Running Oak Efficient Growth ETF 1.8 58 -6 4.8 +3.3
TDIV First Trust NASDAQ Technology Dividend Index Fund 1.8 50 2 5.2 +3.6
VOOV Vanguard S&P 500 Value ETF 1.7 10 42 6.7 +5.1
IVE iShares S&P 500 Value ETF 1.7 18 34 6.7 +5.1
EZM WisdomTree U.S. MidCap Fund 1.7 38 14 8.2 +6.6
CVAR Cultivar ETF 1.7 87 -35 7.1 +5.5
SPYV SPDR Portfolio S&P 500 Value ETF 1.7 4 48 6.8 +5.2
IWD iShares Russell 1000 Value ETF 1.7 19 33 6.6 +5.1
VONV Vanguard Russell 1000 Value ETF 1.7 8 44 6.7 +5.2
SPAM Themes Cybersecurity ETF 1.7 35 17 2.1 +0.5
VB Vanguard Small-Cap ETF 1.7 5 47 5.4 +3.9
IUSV iShares Core S&P US Value ETF 1.6 4 48 6.9 +5.3
RSPF Invesco S&P 500 Equal Weight Financials ETF 1.6 40 12 7.4 +5.8
PSCT Invesco S&P SmallCap Information Technology ETF 1.6 29 23 5.5 +3.9
IPO Renaissance IPO ETF 1.6 60 -8 -3.1 -4.7
ESPO VanEck Video Gaming and eSports ETF 1.6 56 -4 4.0 +2.4
HERO Global X Video Games & Esports ETF 1.6 50 2 4.4 +2.9
NERD Roundhill Video Games ETF 1.6 50 2 7.3 +5.7
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.6 60 -8 5.9 +4.3
BJK VanEck Gaming ETF 1.6 65 -13 1.8 +0.3
BETZ Roundhill Sports Betting & iGaming ETF 1.6 75 -23 1.9 +0.3
XJH iShares ESG Screened S&P Mid-Cap ETF 1.5 12 40 6.8 +5.2
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 1.5 35 17 6.9 +5.3
WCEO Hypatia Women CEO ETF 1.5 85 -33 5.1 +3.5
JHDV John Hancock U.S. High Dividend ETF 1.5 34 18 6.1 +4.5
DGRO iShares Core Dividend Growth ETF 1.5 8 44 6.5 +4.9
DLN WisdomTree U.S. LargeCap Dividend Fund 1.5 28 24 6.1 +4.5
MGV Vanguard Mega Cap Value ETF 1.5 7 45 6.7 +5.2
VTV Vanguard Value ETF 1.5 4 48 6.9 +5.3
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 1.5 12 40 5.7 +4.1
IWS iShares Russell Mid-Cap Value ETF 1.5 23 29 6.6 +5.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.5 58 -6 5.4 +3.8
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.5 52 0 5.4 +3.8
STXV Strive 1000 Value ETF 1.4 18 34 7.9 +6.3
FDRR Fidelity Dividend ETF for Rising Rates 1.4 15 37 7.5 +5.9
BGIG Bahl & Gaynor Income Growth ETF 1.4 45 7 5.1 +3.6
AFMC First Trust Active Factor Mid Cap ETF 1.4 65 -13 7.5 +5.9
GDOC Goldman Sachs Future Health Care Equity ETF 1.4 75 -23 2.9 +1.4
MDY SPDR S&P Midcap 400 ETF Trust 1.4 23 29 6.7 +5.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.4 24 28 7.9 +6.4
VYM Vanguard High Dividend Yield Index ETF 1.4 6 46 7.3 +5.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.4 17 35 5.4 +3.8
DTD WisdomTree U.S. Total Dividend Fund 1.4 28 24 6.4 +4.8
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.4 30 22 8.0 +6.4
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.4 3 49 6.9 +5.4
ARB AltShares Merger Arbitrage ETF 1.4 77 -25 -0.1 -1.7
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.4 48 4 5.4 +3.8
OUSA ALPS O'Shares U.S. Quality Dividend ETF 1.4 48 4 6.0 +4.4
IJH iShares Core S&P Mid-Cap ETF 1.3 5 47 6.9 +5.3
BUG Global X Cybersecurity ETF 1.3 51 1 2.2 +0.6
GSFP Goldman Sachs Future Planet Equity ETF 1.3 75 -23 4.4 +2.8
SCHA Schwab U.S. Small-Cap ETF 1.3 4 48 4.8 +3.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.3 39 13 4.5 +2.9
DFND Siren DIVCON Dividend Defender ETF 1.3 189 -137 4.4 +2.8
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.3 54 -2 6.3 +4.7
ISCG iShares Morningstar Small-Cap Growth ETF 1.3 6 46 2.4 +0.9
TPHD Timothy Plan High Dividend Stock ETF 1.3 52 0 6.3 +4.7
NULV Nuveen ESG Large-Cap Value ETF 1.3 26 26 7.1 +5.6
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.3 58 -6 4.4 +2.8
EVUS iShares ESG Aware MSCI USA Value ETF 1.3 18 34 6.7 +5.1
AUSF Global X Adaptive U.S. Factor ETF 1.3 27 25 9.1 +7.5
XLF Financial Select Sector SPDR Fund 1.3 9 43 6.2 +4.6
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.3 35 17 5.5 +3.9
IVOO Vanguard S&P Mid-Cap 400 ETF 1.2 10 42 6.8 +5.2
IYJ iShares U.S. Industrials ETF 1.2 40 12 5.0 +3.4
FLV American Century Focused Large Cap Value ETF 1.2 42 10 6.7 +5.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.2 38 14 8.4 +6.8
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.2 35 17 8.4 +6.9
LEAD Siren DIVCON Leaders Dividend ETF 1.2 43 9 5.1 +3.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.2 24 28 7.7 +6.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.2 9 43 3.9 +2.3
SCHV Schwab U.S. Large-Cap Value ETF 1.1 4 48 6.7 +5.1
IJT iShares S&P Small-Cap 600 Growth ETF 1.1 18 34 6.8 +5.2
SLYG SPDR S&P 600 Small Cap Growth ETF 1.1 15 37 6.8 +5.2
GLIF AGF Global Infrastructure ETF 1.1 45 7 5.3 +3.8
SHRY First Trust Bloomberg Shareholder Yield ETF 1.1 60 -8 7.0 +5.5
YLDE ClearBridge Dividend Strategy ESG ETF 1.1 60 -8 5.3 +3.7
IWO iShares Russell 2000 Growth ETF 1.1 24 28 1.5 -0.1
VTWG Vanguard Russell 2000 Growth ETF 1.1 15 37 1.6 -0.0
SMLF iShares U.S. SmallCap Equity Factor ETF 1.1 15 37 5.9 +4.3
VIG Vanguard Dividend Appreciation ETF 1.1 6 46 5.7 +4.2
TMFS Motley Fool Small-Cap Growth ETF 1.1 85 -33 3.2 +1.6
FDVV Fidelity High Dividend ETF 1.1 15 37 8.5 +6.9
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.1 95 -43 1.6 -0.0
FVD First Trust Value Line Dividend Index Fund 1.1 65 -13 6.3 +4.7
ISCB iShares Morningstar Small-Cap ETF 1.1 4 48 5.3 +3.7
VFH Vanguard Financials ETF 1.0 10 42 6.6 +5.1
FAB First Trust Multi Cap Value AlphaDEX Fund 1.0 67 -15 9.8 +8.2
USVT US Value ETF 1.0 49 3 11.2 +9.6
SPVM Invesco S&P 500 Value with Momentum ETF 1.0 39 13 8.6 +7.0
FSMD Fidelity Small-Mid Multifactor ETF 1.0 15 37 7.6 +6.1
FLDZ RiverNorth Patriot ETF 1.0 75 -23 5.7 +4.1
FXH First Trust Health Care AlphaDEX Fund 1.0 62 -10 6.7 +5.1
PRAY FIS Christian Stock Fund 1.0 69 -17 5.8 +4.2
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.0 49 3 10.9 +9.3
FNCL Fidelity MSCI Financials Index ETF 1.0 8 44 6.6 +5.0
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.0 20 32 8.0 +6.4
NUSC Nuveen ESG Small-Cap ETF 1.0 31 21 5.2 +3.6
FNX First Trust Mid Cap Core AlphaDEX Fund 1.0 60 -8 7.1 +5.5
FNDA Schwab Fundamental US Small Co. Index ETF 0.9 25 27 6.8 +5.2
PFM Invesco Dividend Achievers ETF 0.9 53 -1 5.5 +4.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 0.9 25 27 5.4 +3.8
SPLV Invesco S&P 500 Low Volatility ETF 0.9 25 27 5.3 +3.8
JHSC John Hancock Multifactor Small Cap ETF 0.9 42 10 6.2 +4.7
ALTL Pacer Lunt Large Cap Alternator ETF 0.9 60 -8 5.1 +3.5
BNE Blue Horizon BNE ETF 0.9 87 -35 4.8 +3.2
IMCV iShares Morningstar Mid-Cap Value ETF 0.8 6 46 8.1 +6.5
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 0.8 61 -9 6.6 +5.0
QQQS Invesco NASDAQ Future Gen 200 ETF 0.8 20 32 -7.1 -8.7
FDIG Fidelity Crypto Industry and Digital Payments ETF 0.8 39 13 -0.6 -2.2
DAPP VanEck Digital Transformation ETF 0.8 50 2 -1.5 -3.1
BKCH Global X Blockchain ETF 0.8 50 2 -3.8 -5.3
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.8 35 17 6.7 +5.1
SMCP AlphaMark Actively Managed Small Cap ETF 0.8 90 -38 7.1 +5.5
WGMI Valkyrie Bitcoin Miners ETF 0.8 75 -23 -6.5 -8.1
IWM iShares Russell 2000 ETF 0.8 19 33 3.5 +2.0
RSSL Global X Russell 2000 ETF 0.8 8 44 3.6 +2.0
HOMZ Hoya Capital Housing ETF 0.8 30 22 8.0 +6.4
VTWO Vanguard Russell 2000 ETF 0.8 10 42 3.6 +2.1
SMMD iShares Russell 2500 ETF 0.8 15 37 6.1 +4.5
ISCV iShares Morningstar Small Cap Value ETF 0.8 6 46 8.1 +6.6
XSLV Invesco S&P SmallCap Low Volatility ETF 0.8 25 27 7.1 +5.5
BKSE BNY Mellon US Small Cap Core Equity ETF 0.8 4 48 5.6 +4.0
IXG iShares Global Financials ETF 0.7 42 10 7.1 +5.5
IJR iShares Core S&P Small Cap ETF 0.7 6 46 8.1 +6.5
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.7 3 49 8.1 +6.5
TTAI FCF International Quality ETF 0.7 59 -7 6.8 +5.3
VOE Vanguard Mid-Cap Value ETF 0.7 7 45 7.5 +5.9
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.7 38 14 6.7 +5.1
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.7 15 37 7.1 +5.5
DFAS Dimensional U.S. Small Cap ETF 0.7 26 26 6.1 +4.5
STXK Strive Small-Cap ETF 0.6 18 34 5.4 +3.8
DSMC Distillate Small/Mid Cash Flow ETF 0.6 55 -3 12.0 +10.4
VFVA Vanguard U.S. Value Factor ETF 0.6 13 39 10.8 +9.2
MAGA Point Bridge America First ETF 0.6 72 -20 6.5 +4.9
FHLC Fidelity MSCI Health Care Index ETF 0.6 8 44 5.6 +4.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.6 15 37 7.3 +5.7
RWK Invesco S&P MidCap 400 Revenue ETF 0.6 39 13 8.6 +7.0
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.5 20 32 4.5 +2.9
DON WisdomTree U.S. MidCap Dividend Fund 0.5 38 14 8.6 +7.1
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.5 60 -8 0.0 -1.6
SQEW LeaderShares Equity Skew ETF 0.5 81 -29 6.0 +4.5
RNMC First Trust Mid Cap US Equity Select ETF 0.5 60 -8 7.9 +6.4
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.5 59 -7 8.3 +6.7
EDOC Global X Telemedicine & Digital Health ETF Registered 0.5 68 -16 -4.2 -5.8
IYH iShares U.S. Healthcare ETF 0.5 40 12 6.0 +4.4
MDYV SPDR S&P 400 Mid Cap Value ETF 0.5 15 37 8.2 +6.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.5 15 37 8.1 +6.6
IJJ iShares S&P Mid-Cap 400 Value ETF 0.5 18 34 8.2 +6.6
VTWV Vanguard Russell 2000 Value ETF 0.5 15 37 5.6 +4.1
IWN iShares Russell 2000 Value ETF 0.5 24 28 5.5 +4.0
VHT Vanguard Health Care ETF 0.5 10 42 5.5 +3.9
ESIX SPDR S&P SmallCap 600 ESG ETF 0.5 12 40 8.1 +6.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.5 30 22 7.6 +6.1
SQLV Royce Quant Small-Cap Quality Value ETF 0.4 60 -8 9.0 +7.5
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.4 15 37 6.9 +5.4
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.4 35 17 7.5 +5.9
PY Principal Value ETF 0.4 15 37 7.5 +5.9
VBR Vanguard Small Cap Value ETF 0.4 7 45 8.3 +6.7
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 0.3 35 17 5.2 +3.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.3 25 27 8.7 +7.1
VIOO Vanguard S&P Small-Cap 600 ETF 0.3 10 42 8.0 +6.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.3 20 32 6.7 +5.1
PSC Principal U.S. Small-Cap ETF 0.3 38 14 6.6 +5.0
PINK Simplify Health Care ETF 0.3 50 2 3.2 +1.6
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.3 15 37 9.3 +7.8
SLYV SPDR S&P 600 Small Cap Value ETF 0.3 15 37 9.3 +7.7
IJS iShares S&P Small-Cap 600 Value ETF 0.3 18 34 9.3 +7.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.3 29 23 9.2 +7.6
ICAP InfraCap Equity Income Fund ETF 0.2 171 -119 6.9 +5.3
TGRW T. Rowe Price Growth Stock ETF 0.2 52 0 3.8 +2.2
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 24 8.4 +6.9
ONEY SPDR Russell 1000 Yield Focus ETF 0.2 20 32 10.2 +8.6
AFSM First Trust Active Factor Small Cap ETF 0.2 75 -23 7.2 +5.7
TCHP T. Rowe Price Blue Chip Growth ETF 0.2 57 -5 3.2 +1.6
SAGP Strategas Global Policy Opportunities ETF 0.2 65 -13 4.5 +2.9
FNK First Trust Mid Cap Value AlphaDEX Fund 0.1 70 -18 11.0 +9.4
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.1 39 13 9.3 +7.7
EES WisdomTree U.S. SmallCap Fund 0.1 38 14 10.5 +8.9
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.1 12 40 8.8 +7.2
FYX First Trust Small Cap Core AlphaDEX Fund 0.0 61 -9 6.4 +4.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.0 39 13 8.9 +7.4
DEW WisdomTree Global High Dividend Fund 0.0 58 -6 9.1 +7.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.0 29 23 7.3 +5.8
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.0 47 5 5.9 +4.3
DUHP Dimensional US High Profitability ETF 0.0 21 31 6.5 +4.9
AVSC Avantis U.S Small Cap Equity ETF 0.0 25 27 5.4 +3.8
TEQI T. Rowe Price Equity Income ETF 0.0 54 -2 4.1 +2.5
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 2 4.8 +3.2

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

  2019 2020 2021 2022 2023 2024E 2025E
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
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
First Trust Dow Jones Internet Index Fund
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 11.1 %
Divided by: Fwd. P/BV 5.3 x
Less: Expense ratio 52 bp
Equals: ALTAR Score 1.6 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.54 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.