First Trust Dow Jones Internet Index Fund
ALTAR
Score™		 3.3% info Recommen-
dation		 AVOID
2022E    2023E
P/E
ratio		 148.8x P/Sales
ratio		 3.4x
P/BV
ratio		 4.5x Div.
yield		 0.3%


  • 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) $4,116
Currency USD
Expense ratio 51 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 41
Wgt avg mkt cap (mns) $280,504
Large cap (>$10bn) 84.4%
Mid cap ($2-10bn) 13.9%
Small cap (<$2bn) 1.8%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
AMAZON.COM INC 8.3 %
CISCO SYSTEMS INC 5.6 %
NETFLIX INC 5.6 %
SALESFORCE.COM INC 5.4 %
ALPHABET INC. CLASS A 5.0 %
ALPHABET INC. CLASS C 4.5 %
META PLATFORMS INC 4.4 %
PAYPAL HOLDINGS INC 4.0 %
US DOLLAR 3.5 %
AIRBNB, INC. CLASS A 3.2 %
Total 49.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 99.9 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru November 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-41.4% -42.4% 4.0% 13.3% 11.8%

Market Correlations
versus... Beta R-squared
S&P500 1.06 71%
MSCI EAFE 0.91 52%
MSCI Emg. Mkts. 0.77 42%

Technical Indicators
Recent close $132.41
30d moving avg. $127.31
Annualized volatility 26.4%
Short interest (ETF) 5.3%
Short interest (Underlying) 3.9%
Relative strength (RSI) 52

Liquidity measures
Avg. volume (thou.) 687
Turnover 2.2%
Bid/Ask (% of price) 0.04%
ADV underlying (mns) $13,444

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 710 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: 51 bp ALTAR Score™: 3.3%


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 42.0 60 -9 3.6 +0.2
PLAT WisdomTree Modern Tech Platforms Fund 29.3 20 31 -0.1 -3.5
IGM iShares Expanded Tech Sector ETF 27.4 40 11 5.9 +2.5
OGIG O'Shares Global Internet Giants ETF 27.1 48 3 0.4 -2.9
ZGEN Generation Z ETF 25.3 63 -12 -6.1 -9.4
PZLG Puzzle Mature Growth 25.2 10 41 5.7 +2.3
IETC iShares Evolved U.S. Technology ETF 25.0 18 33 5.8 +2.4
XWEB SPDR S&P Internet ETF 24.6 35 16 -4.5 -7.9
CLOU Global X Cloud Computing ETF 24.5 68 -17 2.0 -1.3
SKYY First Trust Cloud Computing ETF 24.3 60 -9 3.9 +0.5
WFH Direxion Work From Home ETF 23.7 45 6 0.0 -3.3
XNTK SPDR NYSE Technology ETF 22.7 35 16 5.6 +2.2
INNO Harbor Disruptive Innovation ETF 22.6 75 -24 -3.7 -7.1
AIQ Global X Future Analytics Tech ETF 22.6 68 -17 5.5 +2.2
GGRW Gabelli Growth Innovators ETF 22.5 90 -39 3.8 +0.5
KNGS UPHOLDINGS Compound Kings ETF 22.5 60 -9 5.1 +1.8
TIME Clockwise Capital Innovation ETF 22.0 95 -44 3.7 +0.4
MILN Global X Millennial Consumer ETF 21.8 50 1 3.0 -0.4
WUGI Esoterica NextG Economy ETF 21.8 75 -24 2.8 -0.6
FCOM Fidelity MSCI Telecommunication Services Index ETF 21.5 8 43 7.2 +3.9
LRND IQ U.S. Large Cap R&D Leaders ETF 21.5 14 37 7.6 +4.2
MMLG First Trust Multi-Manager Large Growth ETF 21.3 85 -34 3.0 -0.4
QYLD Global X NASDAQ 100 Covered Call ETF 21.3 60 -9 5.6 +2.2
TECB iShares US Tech Breakthrough Multisector ETF 21.2 40 11 6.1 +2.7
QRMI Global X NASDAQ 100 Risk Managed Income ETF 21.2 60 -9 5.6 +2.2
VOX Vanguard Telecommunication Services Index Fund 21.0 10 41 7.2 +3.9
NUSI Nationwide Risk-Managed Income ETF 21.0 68 -17 5.5 +2.1
AOTG AOT Growth and Innovation ETF 20.9 75 -24 3.4 +0.0
WWOW Direxion World Without Waste ETF 20.9 50 1 0.0 -3.3
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 20.7 60 -9 5.6 +2.2
ENTR Entrepreneur 30 Fund 20.3 49 2 3.2 -0.2
QQQ Invesco QQQ Trust 20.1 20 31 6.0 +2.6
QQQM Invesco NASDAQ 100 ETF 20.1 15 36 6.4 +3.1
FCLD Fidelity Cloud Computing ETF 20.0 39 12 5.2 +1.8
FBCG Fidelity Blue Chip Growth ETF 19.9 59 -8 2.9 -0.4
QTR Global X NASDAQ 100 Tail Risk ETF 19.8 60 -9 5.6 +2.3
QCLR Global X NASDAQ 100 Collar 95-110 ETF 19.6 60 -9 5.6 +2.2
MGK Vanguard Mega Cap Growth ETF 19.5 7 44 5.5 +2.2
XLC Communication Services Select Sector SPDR Fund 19.4 10 41 9.4 +6.1
MRAD SmartETFs Advertising & Marketing Technology ETF 18.8 68 -17 4.5 +1.1
SCHG Schwab U.S. Large-Cap Growth ETF 18.6 40 11 4.7 +1.4
WCLD WisdomTree Cloud Computing Fund 18.6 45 6 -2.9 -6.3
IXP iShares Global Comm Services ETF 18.5 40 11 9.5 +6.1
ITAN Sparkline Intangible Value ETF 18.5 50 1 7.7 +4.3
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 18.2 69 -18 7.2 +3.9
IYW iShares U.S. Technology ETF 17.9 39 12 6.3 +3.0
BUYZ Franklin Disruptive Commerce ETF 17.9 50 1 2.7 -0.7
BUZZ VanEck Social Sentiment ETF 17.7 75 -24 1.6 -1.8
FDG American Century Focused Dynamic Growth ETF 17.6 45 6 3.2 -0.1
LRGE ClearBridge Large Cap Growth ESG ETF 17.6 59 -8 4.2 +0.8
VUG Vanguard Growth Index Fund 17.5 4 47 5.3 +2.0
TRFK Pacer Data and Digital Revolution ETF 17.4 60 -9 6.2 +2.9
AILG Alpha Intelligent - Large Cap Growth ETF 17.4 85 -34 4.5 +1.2
VOOG Vanguard S&P 500 Growth ETF 17.3 10 41 6.1 +2.8
IVW iShares S&P 500 Growth ETF 17.3 18 33 6.0 +2.7
SPYG SPDR Portfolio S&P 500 Growth ETF 17.3 4 47 6.2 +2.8
ISHP First Trust S-Network E-Commerce ETF 17.1 60 -9 6.0 +2.6
XDAT Franklin Exponential Data ETF 17.1 50 1 4.0 +0.7
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 17.1 21 30 4.5 +1.1
BYOB SoFi Be Your Own Boss ETF 17.1 59 -8 -5.8 -9.2
SUBS Fount Subscription Economy ETF 17.0 70 -19 5.4 +2.1
QQMG Invesco ESG NASDAQ 100 ETF 16.8 20 31 6.5 +3.2
SFYF SoFi 50 ETF 16.6 29 22 -3.6 -6.9
GRZZ Grizzle Growth ETF 16.5 75 -24 7.4 +4.0
CGGR Capital Group Growth ETF 16.4 39 12 4.7 +1.4
IUSG iShares Core S&P US Growth ETF 16.3 4 47 6.2 +2.8
TMFC Motley Fool 100 Index ETF 15.9 50 1 5.1 +1.8
IBUY Amplify Online Retail ETF 15.9 65 -14 -6.6 -10.0
IWFH iShares Virtual Work and Life Multisector ETF 15.8 47 4 -1.3 -4.6
TMFE Motley Fool Capital Efficiency 100 Index ETF 15.7 50 1 6.4 +3.1
GBUY Goldman Sachs Future Consumer Equity ETF 15.7 75 -24 3.3 -0.0
IVSG Invesco Select Growth ETF 15.6 48 3 4.1 +0.8
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 15.6 56 -5 7.1 +3.7
JHCS John Hancock Multifactor Media & Communications ETF 15.5 40 11 0.0 -3.3
WRND IQ Global Equity R&D Leaders ETF 15.5 18 33 8.6 +5.3
MOAT VanEck Morningstar Wide Moat ETF 15.2 47 4 6.3 +2.9
NACP Impact Shares NAACP Minority Empowerment ETF 15.1 49 2 6.1 +2.8
CACG ClearBridge All Cap Growth ETF 15.1 53 -2 4.4 +1.0
XLG Invesco S&P 500 Top 50 ETF 15.1 20 31 5.8 +2.5
XOUT GraniteShares XOUT U.S. Large Cap ETF 15.0 60 -9 5.4 +2.0
IWY iShares Russell Top 200 Growth ETF 14.8 20 31 5.8 +2.5
ILCG iShares Morningstar Growth ETF 14.8 4 47 5.0 +1.6
FPAG FPA Global Equity ETF 14.7 49 2 6.8 +3.4
XITK SPDR FactSet Innovative Technology ETF 14.7 45 6 -3.3 -6.6
MVPS Amplify Thematic All-Stars ETF 14.5 49 2 2.3 -1.0
DUSA Davis Select U.S. Equity ETF 14.0 61 -10 10.5 +7.2
UBCB UBC Algorithmic Fundamentals ETF 14.0 75 -24 5.3 +2.0
LCG Sterling Capital Focus Equity ETF 13.8 59 -8 5.3 +1.9
GCIG Genuine Investors ETF 13.8 100 -49 7.3 +4.0
JOYY Infusive Compounding Global Equities ETF 13.8 51 0 0.0 -3.3
BOSS Global X Founder-Run Companies ETF 13.6 45 6 2.7 -0.6
THNQ ROBO Global Artificial Intelligence ETF 13.6 68 -17 3.1 -0.3
GVIP Goldman Sachs Hedge Industry VIP ETF 13.6 45 6 5.1 +1.8
ANEW ProShares MSCI Transformational Changes ETF 13.5 45 6 5.0 +1.7
PBS Invesco Dynamic Media ETF 13.4 63 -12 24.6 +21.2
MRND IQ U.S. Mid Cap R&D Leaders ETF 13.4 16 35 2.2 -1.1
FFND Future Fund Active ETF 13.4 101 -50 2.5 -0.9
IYC iShares U.S. Consumer Services ETF 13.3 39 12 4.1 +0.8
ALFA AlphaClone Alternative Alpha ETF 13.3 65 -14 0.0 -3.3
MBCC Monarch Blue Chips Core ETF 13.3 125 -74 4.0 +0.7
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 13.1 57 -6 5.8 +2.5
OEF iShares S&P 100 ETF 13.1 20 31 6.1 +2.8
IWF iShares Russell 1000 Growth ETF 13.0 18 33 5.6 +2.3
SOCL Global X Social Media ETF 13.0 65 -14 0.5 -2.9
VERS ProShares Metaverse ETF 13.0 58 -7 -4.4 -7.7
UGCE Uncommon Portfolio Design Core Equity ETF 12.9 65 -14 0.0 -3.3
VONG Vanguard Russell 1000 Growth Index Fund 12.9 8 43 5.7 +2.4
METV Roundhill Ball Metaverse ETF 12.8 59 -8 5.4 +2.1
EWCO Invesco S&P 500 Equal Weight Communication Services ETF 12.8 40 11 10.0 +6.7
XPND First Trust Expanded Technology ETF 12.8 65 -14 6.5 +3.1
CIBR First Trust NASDAQ CEA Cybersecurity ETF 12.7 60 -9 4.5 +1.2
TMFG Motley Fool Global Opportunities ETF 12.6 85 -34 4.4 +1.1
IOO iShares Global 100 ETF 12.6 40 11 6.7 +3.4
IGN iShares North American Tech-Multimedia Networking ETF 12.6 40 11 5.8 +2.5
SPXT ProShares S&P 500 Ex-Technology ETF 12.5 27 24 6.3 +3.0
TRFM AAM Transformers ETF 12.4 49 2 2.6 -0.7
SPXV ProShares S&P 500 Ex-Health Care ETF 12.4 27 24 5.9 +2.5
EQOP Natixis U.S. Equity Opportunities ETF 12.3 85 -34 6.1 +2.7
SPXN ProShares S&P 500 Ex-Financials ETF 12.3 27 24 6.1 +2.7
HAPY Harbor Corporate Culture Leaders ETF 12.3 36 15 2.8 -0.5
ONLN ProShares Online Retail ETF 12.2 58 -7 -6.0 -9.4
IGV iShares Expanded Tech-Software ETF 12.1 40 11 4.3 +1.0
PXQ Invesco Dynamic Networking ETF 12.1 63 -12 5.6 +2.3
GSPY Gotham Enhanced 500 ETF 12.0 50 1 6.8 +3.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 12.0 35 16 6.0 +2.6
KOIN Innovation Shares NextGen Protocol ETF 11.8 75 -24 7.8 +4.4
EBIZ Global X E-Commerce ETF 11.8 50 1 1.6 -1.7
HACK ETFMG Prime Cyber Security ETF 11.6 60 -9 4.5 +1.1
IVES Wedbush ETFMG Global Cloud Technology ETF 11.6 68 -17 4.4 +1.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 11.6 7 44 6.2 +2.8
IYZ iShares U.S. Telecommunications ETF 11.6 39 12 10.1 +6.8
VEGN US Vegan Climate ETF 11.4 60 -9 6.0 +2.6
VIRS Pacer BioThreat Strategy ETF 11.3 70 -19 7.1 +3.8
FTQI First Trust Nasdaq BuyWrite Income ETF 11.3 85 -34 4.2 +0.8
AVDG AVDR US LargeCap ESG ETF 11.1 60 -9 0.0 -3.3
ARVR First Trust Indxx Metaverse ETF 11.1 70 -19 6.3 +3.0
SPXE ProShares S&P 500 Ex-Energy ETF 11.0 27 24 6.1 +2.8
BKUS BNY Mellon Sustainable US Equity ETF 11.0 60 -9 5.5 +2.2
IWL iShares Russell Top 200 ETF 11.0 15 36 6.1 +2.7
IQSU IQ Candriam ESG US Equity ETF 10.9 9 42 5.9 +2.5
FXL First Trust Technology AlphaDEX Fund 10.8 61 -10 8.2 +4.8
AQGX AI Quality Growth ETF 10.8 97 -46 5.4 +2.1
EPS WisdomTree U.S. Earnings 500 Fund 10.7 8 43 7.6 +4.3
PWB Invesco Dynamic Large Cap Growth ETF 10.7 56 -5 4.2 +0.8
LRNZ TrueMark Technology, AI & Deep Learning ETF 10.6 68 -17 -0.7 -4.0
BKLC BNY Mellon US Large Cap Core Equity ETF 10.6 0 51 6.2 +2.8
IDAT iShares Cloud 5G and Tech ETF 10.6 47 4 6.2 +2.8
CGUS Capital Group Core Equity ETF 10.5 33 18 6.3 +3.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 10.5 14 37 6.2 +2.9
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 10.5 47 4 -0.2 -3.5
VCR Vanguard Consumer Discretionary Index Fund 10.5 10 41 5.5 +2.1
ESGV Vanguard ESG U.S. Stock ETF 10.5 9 42 6.2 +2.8
FDIS Fidelity MSCI Consumer Discretionary Index ETF 10.5 8 43 5.5 +2.1
ACSI American Customer Satisfaction Core Alpha ETF 10.5 65 -14 4.6 +1.3
MGC Vanguard Mega Cap Index Fund 10.4 7 44 6.1 +2.8
XTL SPDR S&P Telecom ETF 10.4 35 16 6.0 +2.7
FMET Fidelity Metaverse ETF 10.4 39 12 6.4 +3.0
EFIV SPDR S&P 500 ESG ETF 10.3 10 41 6.4 +3.1
MTVR Fount Metaverse ETF 10.3 70 -19 7.2 +3.8
VR Global X Metaverse ETF 10.3 50 1 8.6 +5.2
SNPE Xtrackers S&P 500 ESG ETF 10.2 10 41 6.4 +3.1
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 10.2 12 39 6.2 +2.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 10.2 20 31 6.0 +2.7
XVV iShares ESG Screened S&P 500 ETF 10.1 8 43 6.3 +3.0
SDGA Impact Shares Sustainable Development Goals Global ETF 10.0 75 -24 7.2 +3.8
TWEB SoFi Web 3 ETF 9.9 59 -8 -5.5 -8.9
XLY Consumer Discretionary Select Sector SPDR Fund 9.9 10 41 5.3 +2.0
SFY SoFi Select 500 ETF 9.9 0 51 6.3 +2.9
IVLC Invesco US Large Cap Core ESG ETF 9.9 48 3 5.9 +2.6
ESG FlexShares STOXX US ESG Impact Index Fund 9.9 32 19 6.2 +2.8
IEDI iShares Evolved U.S. Discretionary Spending ETF 9.9 18 33 4.9 +1.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 9.9 49 2 5.7 +2.4
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 9.7 60 -9 5.4 +2.0
JCTR JPMorgan Carbon Transition U.S. Equity ETF 9.6 15 36 5.9 +2.6
VOTE Engine No. 1 Transform 500 ETF 9.6 5 46 6.2 +2.9
HEET Hartford Schroders ESG US Equity ETF 9.6 39 12 7.2 +3.9
PBP Invesco S&P 500 BuyWrite ETF 9.5 49 2 5.9 +2.5
XYLD Global X S&P 500 Covered Call ETF 9.5 60 -9 5.8 +2.4
XRMI Global X S&P 500 Risk Managed Income ETF 9.5 60 -9 5.8 +2.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 9.4 10 41 5.8 +2.5
PBUS Invesco PureBeta MSCI USA ETF 9.4 4 47 6.2 +2.9
RXI iShares Global Consumer Discretionary ETF 9.4 40 11 6.2 +2.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 9.3 2 49 6.2 +2.9
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 9.3 50 1 2.8 -0.5
CTRU ARK Transparency ETF 9.3 55 -4 0.0 -3.3
VV Vanguard Large-Cap Index Fund 9.3 4 47 6.2 +2.8
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 9.3 20 31 6.2 +2.8
DSI iShares MSCI KLD 400 Social ETF 9.3 25 26 6.3 +2.9
FTHI First Trust High Income ETF 9.3 85 -34 6.4 +3.0
SPHB Invesco S&P 500 High Beta ETF 9.2 25 26 4.4 +1.0
ALTL Pacer Lunt Large Cap Alternator ETF 9.2 60 -9 5.5 +2.2
KRMA Global X Conscious Companies ETF 9.2 43 8 6.4 +3.0
XYLG Global X S&P 500 Covered Call & Growth ETF 9.2 60 -9 5.8 +2.4
LIV Emles (a)Home ETF 9.2 49 2 0.0 -3.3
GTEK Goldman Sachs Future Tech Leaders Equity ETF 9.1 75 -24 4.2 +0.9
ILCB iShares Morningstar U.S. Equity ETF 9.1 3 48 6.2 +2.8
SCHX Schwab U.S. Large-Cap ETF 9.1 3 48 6.2 +2.8
DWLD Davis Select Worldwide ETF 9.1 62 -11 9.6 +6.3
FVAL Fidelity Value Factor ETF 9.0 29 22 9.6 +6.3
CATH Global X S&P 500 Catholic Values Custom ETF 9.0 29 22 6.0 +2.7
HVAL ALPS Hillman Active Value ETF 8.9 55 -4 7.7 +4.4
IVV iShares Core S&P 500 ETF 8.9 3 48 6.3 +3.0
SPY SPDR S&P 500 ETF Trust 8.9 9 42 6.3 +2.9
SUSL iShares ESG MSCI USA Leaders ETF 8.9 10 41 6.2 +2.9
IWB iShares Russell 1000 ETF 8.9 15 36 6.1 +2.7
SPLG SPDR Portfolio S&P 500 ETF 8.9 3 48 6.3 +3.0
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 8.9 10 41 6.2 +2.9
VOO VANGUARD S&P 500 ETF 8.9 3 48 6.3 +3.0
VONE Vanguard Russell 1000 ETF 8.9 8 43 6.1 +2.8
XTR Global X S&P 500 Tail Risk ETF 8.8 60 -9 6.0 +2.7
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 8.8 15 36 8.6 +5.2
SCHK Schwab 1000 Index ETF 8.8 5 46 6.1 +2.8
FITE SPDR Kensho Future Security ETF 8.8 45 6 3.8 +0.5
XCLR Global X S&P 500 Collar 95-110 ETF 8.8 60 -9 5.8 +2.5
XVOL Acruence Active Hedge U.S. Equity ETF 8.8 83 -32 5.8 +2.4
ROCI ROC ETF 8.8 49 2 5.1 +1.8
IYY iShares Dow Jones U.S. ETF 8.8 20 31 6.0 +2.7
ESGU iShares MSCI USA ESG Optimized ETF 8.8 15 36 6.1 +2.8
FIVG Defiance Next Gen Connectivity ETF 8.7 30 21 6.8 +3.5
TMFX Motley Fool Next Index ETF 8.7 50 1 3.8 +0.4
FSST Fidelity Sustainability U.S. Equity ETF 8.7 59 -8 6.1 +2.7
WOMN Impact Shares YWCA Women's Empowerment ETF 8.6 75 -24 6.1 +2.8
DFUS Dimensional U.S. Equity ETF 8.5 11 40 6.2 +2.8
SQEW LeaderShares Equity Skew ETF 8.5 75 -24 5.4 +2.1
QLC FlexShares US Quality Large Cap Index Fund 8.5 25 26 7.0 +3.7
VSLU Applied Finance Valuation Large Cap ETF 8.4 49 2 7.5 +4.1
SPRX Spear Alpha ETF 8.4 75 -24 2.1 -1.3
NZUS SPDR MSCI USA Climate Paris Aligned ETF 8.4 10 41 5.9 +2.5
SCHB Schwab U.S. Broad Market ETF 8.4 3 48 6.0 +2.7
IWV iShares Russell 3000 ETF 8.4 20 31 5.8 +2.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 8.4 3 48 5.9 +2.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 8.4 10 41 6.5 +3.2
RYT Invesco S&P 500 Equal Weight Technology ETF 8.3 40 11 7.1 +3.7
GENY Principal Millennials Index ETF 8.3 45 6 5.0 +1.7
VTHR Vanguard Russell 3000 Index Fund 8.3 10 41 5.9 +2.6
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 8.3 60 -9 3.4 +0.0
RTH VanEck Retail ETF 8.3 35 16 6.0 +2.6
GURU Global X Guru Index ETF 8.3 75 -24 3.8 +0.5
VTI Vanguard Total Stock Market Index Fund 8.2 3 48 5.9 +2.6
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 8.2 17 34 6.5 +3.1
SPTM SPDR Portfolio Total Stock Market ETF 8.1 3 48 6.4 +3.1
SDEP SFP Core Equity Strategy 8.1 0 51 7.2 +3.8
QUAL iShares MSCI Usa Quality Factor ETF 8.1 15 36 7.3 +4.0
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 8.1 15 36 6.3 +3.0
DSTL Distillate US Fundamental Stability & Value ETF 8.0 39 12 7.7 +4.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 8.0 19 32 7.2 +3.9
DTEC ALPS Disruptive Technologies ETF 8.0 50 1 4.3 +0.9
ADME Aptus Drawdown Managed Equity ETF 8.0 79 -28 5.4 +2.0
IPO Renaissance IPO ETF 8.0 60 -9 -24.4 -27.7
SHE SPDR SSGA Gender Diversity Index ETF 8.0 20 31 6.4 +3.1
WCBR WisdomTree Cybersecurity Fund 8.0 45 6 1.2 -2.2
IUS Invesco Strategic US ETF 7.9 19 32 7.6 +4.2
RECS Columbia Research Enhanced Core ETF 7.9 15 36 7.1 +3.7
NUMG Nuveen ESG Mid-Cap Growth ETF 7.8 30 21 2.2 -1.1
RFFC RiverFront Dynamic US Flex-Cap ETF 7.8 52 -1 6.1 +2.8
VOT Vanguard Mid-Cap Growth Index Fund 7.8 7 44 4.6 +1.3
GK AdvisorShares Gerber Kawasaki ETF 7.8 81 -30 5.0 +1.6
ACIO Aptus Collared Income Opportunity ETF 7.7 79 -28 5.5 +2.1
RESP WisdomTree US ESG Fund of Benef Interest 7.7 28 23 7.3 +4.0
NZRO Strategy Shares Halt Climate Change ETF 7.6 95 -44 1.8 -1.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 7.6 9 42 6.9 +3.5
AHOY Newday Ocean Health ETF 7.6 75 -24 5.7 +2.4
RPG Invesco S&P 500 Pure Growth ETF 7.6 35 16 7.3 +4.0
DFAU Dimensional US Core Equity Market ETF 7.5 12 39 6.3 +3.0
BUL Pacer US Cash Cows Growth ETF 7.5 60 -9 9.6 +6.3
ESGG FlexShares STOXX Global ESG Impact Index Fund 7.4 42 9 6.7 +3.4
RFDA RiverFront Dynamic US Dividend Advantage ETF 7.3 52 -1 7.7 +4.4
VDNI V-Shares US Leadership Diversity ETF 7.3 29 22 6.6 +3.3
EQUL IQ Engender Equality ETF 7.2 45 6 7.3 +4.0
JHMT John Hancock Multifactor Technology ETF 7.2 40 11 0.0 -3.3
OND ProShares On-Demand ETF 7.1 58 -7 -5.8 -9.1
FTEC Fidelity MSCI Information Technology Index ETF 7.1 8 43 6.1 +2.7
VGT Vanguard Information Technology Index Fund 7.1 10 41 6.1 +2.7
VNSE Natixis Vaughan Nelson Select ETF 7.1 80 -29 3.9 +0.5
REVS Columbia Research Enhanced Value ETF 7.0 19 32 8.9 +5.6
TOK iShares MSCI Kokusai ETF 7.0 25 26 6.5 +3.1
KOKU Xtrackers MSCI Kokusai Equity ETF 7.0 9 42 6.7 +3.3
PUNK Subversive Metaverse ETF 6.9 75 -24 2.6 -0.8
SPGP Invesco S&P 500 GARP ETF 6.8 36 15 9.0 +5.6
QUS SPDR MSCI USA StrategicFactors ETF 6.8 15 36 6.7 +3.4
STLG iShares Factors US Growth Style ETF 6.8 25 26 8.0 +4.6
DIVB iShares U.S. Dividend & Buyback ETF 6.7 5 46 7.9 +4.6
SXQG 6 Meridian Quality Growth ETF 6.7 100 -49 5.5 +2.2
TTAC TrimTabs US Free Cash Flow Quality ETF 6.7 59 -8 6.9 +3.6
IHAK iShares Cybersecurity & Tech ETF 6.6 47 4 4.2 +0.9
FLQL Franklin LibertyQ U.S. Equity ETF 6.6 15 36 7.8 +4.5
FDWM Fidelity Women's Leadership ETF 6.6 59 -8 6.1 +2.7
JHMC John Hancock Multifactor Consumer Discretionary ETF 6.6 40 11 0.0 -3.3
URTH iShares MSCI World ETF 6.6 24 27 6.6 +3.2
EDOW First Trust Dow 30 Equal Weight ETF 6.6 50 1 7.0 +3.7
PSET Principal Price Setters Index ETF 6.6 15 36 6.7 +3.4
EQWL Invesco Russell Top 200 Equal Weight ETF 6.5 25 26 7.2 +3.9
CGGO Capital Group Global Growth Equity ETF 6.5 47 4 4.4 +1.1
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 6.5 15 36 7.5 +4.2
LRGF iShares Edge MSCI Multifactor USA ETF 6.5 8 43 7.1 +3.8
DAT ProShares Big Data Refiners ETF 6.5 58 -7 0.7 -2.7
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 6.5 25 26 6.4 +3.1
RCD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 6.4 40 11 4.2 +0.8
NXTG First Trust Indxx NextG ETF 6.4 70 -19 7.1 +3.8
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 6.4 20 31 6.9 +3.6
IWX iShares Russell Top 200 Value ETF 6.4 20 31 7.3 +4.0
QVML Invesco S&P 500 QVM Multi-factor ETF 6.4 11 40 6.5 +3.1
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 6.3 39 12 6.5 +3.2
GFGF Guru Favorite Stocks ETF 6.3 65 -14 6.6 +3.3
RUFF Alpha Dog ETF 6.3 90 -39 5.7 +2.4
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 6.3 20 31 5.4 +2.0
QGRO American Century STOXX U.S. Quality Growth ETF 6.2 29 22 6.0 +2.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 6.2 15 36 4.3 +1.0
CLRG IQ Chaikin U.S. Large Cap ETF 6.2 25 26 6.4 +3.0
SUSA iShares MSCI USA ESG Select ETF 6.2 25 26 5.9 +2.5
XT iShares Exponential Technologies ETF 6.1 46 5 4.2 +0.9
ECOZ TrueMark ESG Active Opportunities ETF 6.1 58 -7 5.1 +1.7
FPX First Trust US IPO Index Fund 6.1 57 -6 1.7 -1.6
XLK Technology Select Sector SPDR Fund 6.1 10 41 6.4 +3.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 6.0 60 -9 4.8 +1.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 6.0 20 31 6.9 +3.6
FDMO Fidelity Momentum Factor ETF 6.0 29 22 5.7 +2.4
NTZG Nuveen Global Net Zero Transition ETF 6.0 55 -4 5.6 +2.2
FQAL Fidelity Quality Factor ETF 5.9 29 22 7.3 +3.9
GBGR Global Beta Momentum-Growth ETF 5.9 29 22 0.0 -3.3
ACWI iShares MSCI ACWI ETF 5.9 32 19 6.7 +3.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 5.9 12 39 6.4 +3.0
JHML John Hancock Multifactor Large Cap ETF 5.9 29 22 6.5 +3.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 5.8 11 40 6.1 +2.8
CBTG Cabot Growth ETF 5.8 75 -24 0.0 -3.3
RWL Invesco S&P 500 Revenue ETF 5.8 39 12 7.1 +3.8
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 5.7 75 -24 7.6 +4.2
AFLG First Trust Active Factor Large Cap ETF 5.6 55 -4 7.2 +3.9
IUSA Amberwave Invest USA JSG Fund 5.6 67 -16 6.4 +3.1
FLRG Fidelity U.S. Multifactor ETF 5.6 29 22 8.0 +4.7
XSW SPDR S&P Software & Services ETF 5.6 35 16 3.7 +0.4
ETPA Ecofin Digital Payments Infrastructure Fund 5.6 40 11 7.5 +4.2
BNGE First Trust S-Network Streaming and Gaming ETF 5.6 70 -19 0.8 -2.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 5.6 9 42 6.4 +3.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 5.6 30 21 6.1 +2.8
IMCG iShares Morningstar Mid-Cap Growth ETF 5.5 6 45 4.7 +1.4
AILV Alpha Intelligent - Large Cap Value ETF 5.5 85 -34 6.4 +3.1
NULG Nuveen ESG Large-Cap Growth ETF 5.5 25 26 5.1 +1.7
SPHQ Invesco S&P 500 Quality ETF 5.4 15 36 5.9 +2.6
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 5.4 49 2 6.5 +3.2
LEGR First Trust Indxx Innovative Transaction & Process ETF 5.3 65 -14 9.9 +6.5
JQUA JPMorgan U.S. Quality Factor ETF 5.3 12 39 6.8 +3.5
PWV Invesco Dynamic Large Cap Value ETF 5.3 58 -7 7.8 +4.5
VT Vanguard Total World Stock ETF 5.2 7 44 6.7 +3.4
LVOL American Century Low Volatility ETF 5.2 29 22 5.6 +2.3
IWP iShares Russell Mid-Cap Growth ETF 5.2 23 28 4.7 +1.3
AVDR AVDR US LargeCap Leading ETF 5.2 60 -9 0.0 -3.3
VXF Vanguard Extended Market Index Fund 5.1 6 45 3.7 +0.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 5.1 65 -14 5.1 +1.8
RBLD First Trust Alerian US NextGen Infrastructure ETF 5.1 65 -14 5.2 +1.8
AWAY ETFMG Travel Tech ETF 5.0 75 -24 -5.5 -8.8
HKND Humankind US Stock ETF 5.0 11 40 7.6 +4.3
ZECP Zacks Earnings Consistent Portfolio ETF 5.0 55 -4 6.2 +2.9
QQQN VictoryShares Nasdaq Next 50 ETF 4.9 18 33 6.5 +3.2
AVUS Avantis U.S. Equity ETF 4.9 15 36 6.9 +3.6
DURA VanEck Morningstar Durable Dividend ETF 4.9 29 22 8.3 +4.9
IXN iShares Global Tech ETF 4.9 40 11 6.0 +2.6
COWZ Pacer US Cash Cows 100 ETF 4.9 49 2 11.3 +8.0
IWD iShares Russell 1000 Value ETF 4.8 18 33 7.2 +3.9
QWLD SPDR MSCI World StrategicFactors ETF 4.8 30 21 7.0 +3.7
VONV Vanguard Russell 1000 Value Index Fund 4.8 8 43 7.3 +4.0
FUNL CornerCap Fundametrics Large-Cap ETF 4.8 50 1 8.1 +4.8
ARKW ARK Web x.0 ETF 4.8 83 -32 -4.5 -7.9
JRNY ALPS Global Travel Beneficiaries ETF 4.7 65 -14 0.9 -2.5
MEME Roundhill MEME ETF 4.7 69 -18 -3.9 -7.2
ACVF American Conservative Values ETF 4.7 75 -24 5.4 +2.0
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 4.7 68 -17 -0.9 -4.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 4.7 29 22 5.9 +2.5
SIZE iShares MSCI USA Size Factor ETF 4.7 15 36 6.0 +2.6
EUSA iShares MSCI USA Equal Weighted ETF 4.6 9 42 6.2 +2.8
ETHO Etho Climate Leadership U.S. ETF 4.6 47 4 4.6 +1.2
AIEQ AI Powered Equity ETF 4.5 75 -24 -1.8 -5.2
HART IQ Healthy Hearts ETF 4.5 45 6 5.8 +2.4
FDL First Trust Morningstar Dividend Leaders Index Fund 4.5 45 6 9.4 +6.0
VLU SPDR S&P 1500 Value Tilt ETF 4.5 12 39 8.1 +4.8
DFAC Dimensional U.S. Core Equity 2 ETF 4.5 19 32 6.7 +3.4
DJIA Global X Dow 30 Covered Call ETF 4.5 60 -9 7.2 +3.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.5 9 42 6.5 +3.1
JVAL JPMorgan U.S. Value Factor ETF 4.5 12 39 9.2 +5.8
ARKX ARK Space Exploration & Innovation ETF 4.4 75 -24 2.2 -1.1
USXF iShares ESG Advanced MSCI USA ETF 4.4 10 41 6.2 +2.9
BTEK BlackRock Future Tech ETF 4.4 88 -37 0.8 -2.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.3 20 31 7.4 +4.1
DGT SPDR Global Dow ETF 4.3 50 1 7.8 +4.5
HLAL Wahed FTSE USA Shariah ETF 4.3 50 1 5.9 +2.5
ILCV iShares Morningstar Value ETF 4.2 4 47 7.5 +4.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.2 15 36 6.4 +3.0
DJD Invesco Dow Jones Industrial Average Dividend ETF 4.2 7 44 9.7 +6.3
DIA SPDR Dow Jones Industrial Average ETF Trust 4.2 16 35 6.5 +3.1
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF 4.2 58 -7 4.2 +0.9
CARZ First Trust NASDAQ Global Auto Index Fund 4.2 70 -19 6.0 +2.6
VO Vanguard Mid-Cap Index Fund 4.2 4 47 6.3 +3.0
NFTZ Defiance Digital Revolution ETF 4.1 65 -14 -28.1 -31.4
FDLO Fidelity Low Volatility Factor ETF 4.1 29 22 5.9 +2.6
MOTE VanEck Morningstar ESG Moat ETF 4.1 49 2 6.4 +3.0
ROUS Hartford Multifactor US Equity ETF 4.1 19 32 7.9 +4.6
IPAY ETFMG Prime Mobile Payments ETF 4.0 75 -24 9.1 +5.8
FINX Global X FinTech Thematic ETF 4.0 68 -17 5.4 +2.1
GFOF Grayscale Future of Finance ETF 4.0 70 -19 -2.6 -5.9
FNDX Schwab Fundamental U.S. Large Co. Index ETF 4.0 25 26 7.6 +4.3
CCOR Core Alternative ETF 4.0 107 -56 5.2 +1.9
IBLC iShares Blockchain and Tech ETF 4.0 47 4 -2.6 -5.9
KOCG FIS Knights of Columbus Global Belief ETF 4.0 75 -24 7.7 +4.4
SCHD Schwab U.S. Dividend Equity ETF 4.0 6 45 8.7 +5.4
USMF WisdomTree U.S. Multifactor Fund 4.0 28 23 8.1 +4.7
PEXL Pacer US Export Leaders ETF 3.9 60 -9 6.8 +3.4
IDRV iShares Self-driving EV & Tech ETF 3.9 47 4 7.7 +4.3
USMV iShares Edge MSCI Min Vol USA ETF 3.8 15 36 6.0 +2.7
BKCH Global X Blockchain ETF 3.8 50 1 0.0 -3.3
FNDB Schwab Fundamental U.S. Broad Market Index ETF 3.8 25 26 7.5 +4.2
EQAL Invesco Russell 1000 Equal Weight ETF 3.8 20 31 6.5 +3.1
FBCV Fidelity Blue Chip Value ETF 3.8 59 -8 7.0 +3.7
CGDV Capital Group Dividend Value ETF 3.8 33 18 6.7 +3.4
HDV iShares Core High Dividend ETF 3.8 8 43 8.4 +5.0
HLGE Hartford Longevity Economy ETF 3.7 44 7 8.0 +4.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 3.7 75 -24 6.9 +3.6
RAFE PIMCO RAFI ESG U.S. ETF 3.7 29 22 8.5 +5.2
RAYD Rayliant Quantitative Developed Market Equity ETF 3.7 80 -29 9.0 +5.6
JMOM JPMorgan U.S. Momentum Factor ETF 3.7 12 39 6.3 +2.9
FMIL Fidelity New Millennium ETF 3.6 59 -8 6.6 +3.3
UAV AdvisorShares Drone Technology ETF 3.6 99 -48 4.7 +1.4
PRF Invesco FTSE RAFI US 1000 ETF 3.6 39 12 7.5 +4.2
VLUE iShares MSCI USA Value Factor ETF 3.6 15 36 12.3 +8.9
FDHT Fidelity Digital Health ETF 3.6 39 12 0.2 -3.1
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 3.6 65 -14 -0.3 -3.6
KONG Formidable Fortress ETF 3.6 89 -38 5.9 +2.6
PZLD Puzzle Divdend Leaders 3.6 10 41 6.8 +3.4
WTAI WisdomTree Artificial Intelligence and Innovation Fund 3.6 45 6 2.4 -1.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 3.5 18 33 6.2 +2.9
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 3.5 15 36 13.7 +10.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 3.4 30 21 9.0 +5.7
ABEQ Absolute Core Strategy ETF 3.4 85 -34 4.5 +1.2
ARKK ARK Innovation ETF 3.4 75 -24 -7.0 -10.3
BOUT Innovator IBD Breakout Opportunities ETF 3.4 80 -29 5.2 +1.9
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 3.3 30 21 8.1 +4.7
IMCB iShares Morningstar Mid-Cap ETF 3.3 4 47 6.4 +3.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.3 4 47 6.4 +3.1
VFQY Vanguard U.S. Quality Factor ETF 3.3 13 38 8.2 +4.9
SDEI Sound Equity Income ETF 3.3 45 6 10.0 +6.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.2 25 26 7.2 +3.8
MOTO SmartETFs Smart Transportation & Technology ETF 3.2 68 -17 7.6 +4.3
WTRE WisdomTree New Economy Real Estate Fund 3.2 58 -7 4.6 +1.2
DRW WisdomTree Global ex-US Real Estate Fund 3.2 58 -7 3.8 +0.5
HOTL Kelly Hotel & Lodging Sector ETF 3.2 78 -27 2.9 -0.4
BEDZ AdvisorShares Hotel ETF 3.2 99 -48 1.4 -1.9
TDIV First Trust NASDAQ Technology Dividend Index Fund 3.2 50 1 8.1 +4.8
FLLV Franklin Liberty U.S. Low Volatility ETF 3.2 29 22 6.2 +2.9
DIVO Amplify YieldShares CWP Dividend & Option Income ETF 3.0 55 -4 6.4 +3.1
ACWF iShares MSCI Global Multifactor ETF 3.0 35 16 9.4 +6.1
QTUM Defiance Quantum ETF 3.0 40 11 4.9 +1.5
XRT SPDR S&P Retail ETF 3.0 35 16 5.3 +2.0
IWR iShares Russell Midcap ETF 3.0 18 33 6.1 +2.7
DIVS SmartETFs Dividend Builder ETF 3.0 65 -14 5.6 +2.2
DUHP Dimensional US High Profitability ETF 3.0 22 29 8.0 +4.7
NULC Nuveen ESG Large-Cap ETF 2.9 20 31 5.9 +2.6
CLNR IQ Cleaner Transport ETF 2.9 45 6 7.3 +3.9
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.9 12 39 6.2 +2.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.9 65 -14 3.2 -0.2
JFWD Jacob Forward ETF 2.9 75 -24 -13.2 -16.5
CVAR Cultivar ETF 2.9 87 -36 8.1 +4.8
SSPY Syntax Stratified LargeCap ETF 2.8 30 21 7.0 +3.6
TDV ProShares S&P Technology Dividend Aristocrats ETF 2.8 46 5 7.1 +3.8
ARKG ARK Genomic Revolution ETF 2.8 75 -24 -4.3 -7.6
QDF FlexShares Quality Dividend Index Fund 2.7 37 14 7.8 +4.5
PSJ Invesco Dynamic Software ETF 2.7 56 -5 3.3 -0.0
QDYN FlexShares Quality Dividend Dynamic Index Fund 2.7 37 14 8.7 +5.3
QDEF FlexShares Quality Dividend Defensive Index Fund 2.7 37 14 7.5 +4.1
VBB Valkyrie Balance Sheet Opportunities ETF 2.7 75 -24 -2.7 -6.0
LYFE 2nd Vote Life Neutral Plus ETF 2.7 75 -24 7.8 +4.5
SPMV Invesco S&P 500 Minimum Variance ETF 2.7 10 41 6.2 +2.8
WTV WisdomTree US Value Fund 2.6 12 39 9.2 +5.9
DRIV Global X Autonomous & Electric Vehicles ETF 2.6 68 -17 4.8 +1.4
MOTG VanEck Morningstar Global Wide Moat ETF 2.6 52 -1 6.7 +3.4
KVLE KFA Value Liner Dynamic Core Equity Index ETF 2.6 55 -4 6.5 +3.2
RSP Invesco S&P 500 Equal Weight ETF 2.5 20 31 6.7 +3.3
QDIV Global X S&P 500 Quality Dividend ETF 2.5 20 31 8.8 +5.5
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 2.5 20 31 7.8 +4.4
JOET Virtus Terranova US Quality Momentum ETF 2.5 29 22 6.6 +3.2
GDOC Goldman Sachs Future Health Care Equity ETF 2.4 75 -24 1.7 -1.7
CFA VictoryShares US 500 Volatility Weighted Index ETF 2.4 35 16 6.9 +3.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.4 48 3 7.1 +3.8
LVHD Legg Mason Low Volatility High Dividend ETF 2.4 27 24 7.8 +4.5
FTA First Trust Large Cap Value AlphaDEX Fund 2.3 59 -8 9.8 +6.4
SATO Invesco Alerian Galaxy Crypto Economy ETF 2.3 60 -9 -31.8 -35.1
KLDW Gavekal Knowledge Leaders Developed World ETF 2.3 75 -24 5.0 +1.6
FEVR Inspire Faithward Large Cap Momentum ESG ETF 2.3 80 -29 0.0 -3.3
FCPI Fidelity Stocks for Inflation ETF 2.3 29 22 8.9 +5.6
FLV American Century Focused Large Cap Value ETF 2.3 42 9 7.1 +3.7
DGRW WisdomTree U.S. Quality Dividend Growth Fund 2.3 28 23 7.0 +3.7
GDIV Harbor Dividend Growth Leaders ETF 2.3 50 1 6.6 +3.3
VALQ American Century STOXX U.S. Quality Value ETF 2.3 29 22 10.0 +6.7
BLOK Amplify Transformational Data Sharing ETF 2.3 71 -20 2.0 -1.4
JAVA JPMorgan Active Value ETF 2.3 44 7 6.6 +3.3
EDUT Global X Education ETF 2.2 50 1 1.2 -2.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 2.2 38 13 6.9 +3.6
SCHM Schwab U.S. Mid-Cap ETF 2.2 4 47 6.1 +2.8
IUSS Invesco Strategic US Small Company ETF 2.2 23 28 6.6 +3.2
PTF Invesco DWA Technology Momentum ETF 2.2 60 -9 3.6 +0.2
ZIG The Acquirers Fund 2.2 89 -38 17.1 +13.8
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 2.2 45 6 6.0 +2.7
FTC First Trust Large Cap Growth AlphaDEX Fund 2.2 59 -8 4.8 +1.5
ARKF ARK Fintech Innovation ETF 2.1 75 -24 -1.4 -4.7
IYJ iShares U.S. Industrials ETF 2.1 39 12 5.9 +2.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 2.1 35 16 9.5 +6.2
HTEC ROBO Global Healthcare Technology & Innovation ETF 2.0 68 -17 0.8 -2.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.0 18 33 8.1 +4.8
SDOG ALPS Sector Dividend Dogs ETF 2.0 40 11 9.7 +6.3
ARKQ Ark Autonomous Tech. & Robotics ETF 2.0 75 -24 1.7 -1.7
RDVY First Trust Rising Dividend Achievers ETF 2.0 50 1 9.0 +5.6
MOON Direxion Moonshot Innovators ETF 2.0 65 -14 0.0 -3.3
NIFE Direxion Fallen Knives ETF 2.0 50 1 0.0 -3.3
FTCS First Trust Capital Strength ETF 2.0 55 -4 6.4 +3.0
DHS WisdomTree U.S. High Dividend Fund 2.0 38 13 8.2 +4.8
JHMM John Hancock Multifactor Mid Cap ETF 2.0 41 10 7.3 +3.9
AFMC First Trust Active Factor Mid Cap ETF 2.0 65 -14 9.0 +5.6
SNSR Global X Internet of Things Thematic ETF 2.0 68 -17 4.5 +1.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.9 70 -19 5.3 +1.9
ACTV LeaderShares Activist Leaders ETF 1.9 75 -24 10.2 +6.9
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ET 1.9 85 -34 1.3 -2.0
FEX First Trust Large Cap Core AlphaDEX Fund 1.9 59 -8 7.3 +4.0
VSDA VictoryShares Dividend Accelerator ETF 1.9 35 16 6.5 +3.2
VBK Vanguard Small-Cap Growth Index Fund 1.9 7 44 1.4 -2.0
YPS Arrow Reverse Cap 500 ETF 1.9 29 22 6.5 +3.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.9 63 -12 3.5 +0.1
JEPI JPMorgan Equity Premium Income ETF 1.9 35 16 5.6 +2.3
SPDV AAM S&P 500 High Dividend Value ETF 1.9 29 22 11.2 +7.9
JETS US Global Jets ETF 1.8 60 -9 -4.6 -7.9
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 1.8 63 -12 4.3 +1.0
PKW Invesco Buyback Achievers ETF 1.8 64 -13 8.4 +5.1
DGRO iShares Core Dividend Growth ETF 1.8 8 43 7.5 +4.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.8 70 -19 2.4 -1.0
NUDV Nuveen ESG Dividend ETF 1.8 25 26 7.4 +4.1
IWS iShares Russell Mid-Cap Value ETF 1.8 23 28 7.0 +3.7
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 1.7 29 22 7.8 +4.5
OUSM ALPS O'Shares Russell Small Cap Quality Dividend ETF 1.7 48 3 7.7 +4.4
SAMT Strategas Macro Thematic Opportunities ETF 1.7 65 -14 3.7 +0.3
BFOR Barron's 400 ETF 1.7 65 -14 8.7 +5.3
OALC OneAscent Large Cap Core ETF 1.7 76 -25 6.5 +3.2
KOMP SPDR Kensho New Economies Composite ETF 1.7 20 31 0.7 -2.6
JMIN JPMorgan U.S. Minimum Volatility ETF 1.7 12 39 0.0 -3.3
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.7 30 21 9.2 +5.9
LGLV SPDR Russell 1000 Low Volatility ETF 1.7 12 39 5.6 +2.3
BITQ Bitwise Crypto Industry Innovators ETF 1.7 85 -34 -4.1 -7.5
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.7 20 31 7.9 +4.5
GLIF AGFiQ Global Infrastructure ETF 1.7 45 6 5.4 +2.0
VUSE Vident Core US Equity Fund 1.6 50 1 10.3 +7.0
SAGP Strategas Global Policy Opportunities ETF 1.6 65 -14 7.5 +4.1
TPLC Timothy Plan US Large Cap Core ETF 1.6 52 -1 6.3 +3.0
AVLV Avantis U.S. Large Cap Value ETF 1.6 15 36 8.6 +5.3
VIG Vanguard Dividend Appreciation Index Fund 1.6 6 45 6.4 +3.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.6 24 27 8.3 +5.0
JDIV JPMorgan U.S. Dividend ETF 1.6 12 39 0.0 -3.3
EQRR ProShares Equities for Rising Rates ETF 1.6 35 16 8.3 +5.0
LOUP Innovator Loup Frontier Tech ETF 1.6 70 -19 7.3 +3.9
ISCG iShares Morningstar Small-Cap Growth ETF 1.6 6 45 1.3 -2.1
RYJ Invesco Raymond James SB-1 Equity ETF 1.5 81 -30 3.7 +0.4
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.5 60 -9 7.5 +4.2
FDRR Fidelity Dividend ETF for Rising Rates 1.5 29 22 7.9 +4.6
BUG Global X Cybersecurity ETF 1.5 50 1 1.8 -1.6
EKAR Innovation Shares NextGen Vehicles & Technology ETF 1.5 65 -14 6.2 +2.9
SFYX Sofi Next 500 ETF 1.5 0 51 6.0 +2.7
VOOV Vanguard S&P 500 Value ETF 1.4 10 41 6.9 +3.5
SPYV SPDR Portfolio S&P 500 Value ETF 1.4 4 47 6.9 +3.6
IVE iShares S&P 500 Value ETF 1.4 18 33 6.8 +3.5
YLDE ClearBridge Dividend Strategy ESG ETF 1.4 59 -8 6.2 +2.9
HOMZ Hoya Capital Housing ETF 1.4 30 21 10.3 +7.0
VYM Vanguard High Dividend Yield Index ETF 1.4 6 45 7.8 +4.4
AUSF Global X Adaptive U.S. Factor ETF 1.4 27 24 6.5 +3.2
GAMR ETFMG Video Game Tech ETF 1.4 75 -24 8.5 +5.2
QLV FlexShares US Quality Low Volatility Index Fund 1.4 22 29 5.9 +2.5
BLES Inspire Global Hope Large Cap ETF 1.4 49 2 6.6 +3.3
IUSV iShares Core S&P U.S. Value ETF 1.4 4 47 7.0 +3.7
VFMV Vanguard U.S. Minimum Volatility ETF 1.4 13 38 6.6 +3.2
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 1.4 35 16 7.7 +4.4
DEW WisdomTree Global High Dividend Fund 1.4 58 -7 9.8 +6.5
ONEO SPDR Russell 1000 Momentum Focus ETF 1.4 20 31 8.4 +5.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.3 7 44 5.7 +2.4
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 1.3 17 34 7.9 +4.6
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.3 55 -4 4.5 +1.1
FYC First Trust Small Cap Growth AlphaDEX Fund 1.3 70 -19 1.8 -1.5
ACWV iShares MSCI Global Min Vol Factor ETF 1.3 20 31 6.9 +3.5
FNDA Schwab Fundamental U.S. Small Co. Index ETF 1.3 25 26 6.4 +3.1
BKSE BNY Mellon US Small Cap Core Equity ETF 1.3 4 47 5.7 +2.3
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 1.3 35 16 6.9 +3.5
IMCV iShares Morningstar Mid-Cap Value ETF 1.3 6 45 8.1 +4.8
VTV Vanguard Value Index Fund 1.3 4 47 7.6 +4.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.2 39 12 4.8 +1.4
PSC Principal U.S. Small Cap Index ETF 1.2 38 13 8.5 +5.1
SIXA 6 Meridian Mega Cap Equity ETF 1.2 82 -31 7.9 +4.6
MGV Vanguard Mega Cap Value ETF 1.2 7 44 7.4 +4.1
STLV iShares Factors US Value Style ETF 1.2 25 26 9.5 +6.2
FAB First Trust Multi Cap Value AlphaDEX Fund 1.2 69 -18 10.9 +7.6
PFM Invesco Dividend Achievers ETF 1.2 53 -2 6.2 +2.9
SCHV Schwab U.S. Large-Cap Value ETF 1.2 4 47 7.3 +4.0
WKLY SoFi Weekly Dividend ETF 1.2 49 2 8.3 +5.0
DEIF Sterling Capital Diverse Multi-Manager Active ETF 1.2 65 -14 6.9 +3.6
TMFS Motley Fool Small Cap Growth ETF 1.2 85 -34 3.4 +0.0
PY Principal Shareholder Yield Index ETF 1.2 15 36 7.4 +4.1
EDOC Global X Telemedicine & Digital Health ETF 1.2 68 -17 -7.3 -10.6
VFMF Vanguard U.S. Multifactor ETF 1.2 18 33 9.2 +5.9
UVDV UVA Dividend Value ETF 1.2 80 -29 7.3 +3.9
SIXH 6 Meridian Hedged Equity-Index Option Strategy ETF 1.1 87 -36 7.2 +3.9
RNDV US Equity Dividend Select ETF 1.1 50 1 9.1 +5.7
FVD First Trust Value Line Dividend Index Fund 1.1 67 -16 6.2 +2.9
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 1.1 35 16 9.5 +6.2
GSFP Goldman Sachs Future Planet Equity ETF 1.1 75 -24 3.9 +0.6
TPHD Timothy Plan High Dividend Stock ETF 1.1 52 -1 6.7 +3.3
FDVV Fidelity Core Dividend ETF 1.1 29 22 7.3 +3.9
ERSX ERShares NextGen Entrepreneurs ETF 1.1 75 -24 6.6 +3.3
GVLU Gotham 1000 Value ETF 1.1 50 1 10.1 +6.8
BIBL Inspire ETF 1.1 35 16 5.4 +2.1
ISCB iShares Morningstar Small-Cap ETF 1.0 4 47 4.8 +1.4
DLN WisdomTree U.S. LargeCap Dividend Fund 1.0 28 23 7.0 +3.7
DEF Invesco Defensive Equity ETF 1.0 55 -4 6.0 +2.7
BFTR Future Innovators ETF 1.0 80 -29 2.0 -1.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -24 9.2 +5.9
WGRO WisdomTree U.S. Growth & Momentum Fund 1.0 55 -4 7.2 +3.9
SPVM Invesco S&P 500 Value with Momentum ETF 1.0 39 12 8.8 +5.5
RNLC Large Cap US Equity Select ETF 1.0 60 -9 7.1 +3.8
EZM WisdomTree U.S. MidCap Earnings Fund 1.0 38 13 10.1 +6.8
JHMF John Hancock Multifactor Financials ETF 1.0 40 11 0.0 -3.3
NUMV Nuveen ESG Mid-Cap Value ETF 1.0 30 21 8.4 +5.1
VB Vanguard Small-Cap ETF 1.0 5 46 5.6 +2.3
BTEC Principal Healthcare Innovators Index ETF 0.9 42 9 -0.9 -4.2
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 0.9 108 -57 4.0 +0.6
SMMD iShares Russell 2500 ETF 0.9 15 36 5.8 +2.5
FNX First Trust Mid Cap Core AlphaDEX Fund 0.9 59 -8 8.1 +4.8
DTD WisdomTree U.S.Total Dividend Fund 0.9 28 23 7.2 +3.9
DFUV Dimensional US Marketwide Value ETF 0.9 23 28 8.4 +5.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.9 29 22 7.5 +4.2
IHF iShares U.S. Healthcare Providers ETF 0.9 39 12 5.8 +2.5
VOE Vanguard Mid-Cap Value Index Fund 0.9 7 44 8.0 +4.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.8 52 -1 5.8 +2.5
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 0.8 30 21 9.1 +5.8
SCHA Schwab U.S. Small-Cap ETF 0.8 4 47 5.1 +1.8
KLCD KFA Large Cap Quality Dividend Index ETF 0.8 40 11 6.4 +3.1
VFVA Vanguard U.S. Value Factor ETF 0.8 13 38 11.8 +8.4
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 0.8 17 34 5.4 +2.0
BTHM BlackRock Future U.S. Themes ETF 0.7 60 -9 6.3 +3.0
FSMD Fidelity Small-Mid Factor ETF 0.7 29 22 8.2 +4.9
IYR iShares U.S. Real Estate ETF 0.7 39 12 6.3 +3.0
NULV Nuveen ESG Large-Cap Value ETF 0.7 25 26 7.8 +4.4
RNMC Mid Cap US Equity Select ETF 0.7 60 -9 8.7 +5.4
PBSM Invesco PureBeta MSCI USA Small Cap ETF 0.6 6 45 5.4 +2.1
SPVU Invesco S&P 500 Enhanced Value ETF 0.6 13 38 11.7 +8.4
VFMO Vanguard U.S. Momentum Factor ETF 0.6 13 38 2.9 -0.5
ONEY SPDR Russell 1000 Yield Focus ETF 0.6 20 31 10.0 +6.7
SMDY Syntax Stratified MidCap ETF 0.6 35 16 7.2 +3.9
VNQ Vanguard REIT Index Fund 0.6 12 39 6.5 +3.2
ESGS Columbia Sustainable U.S. Equity Income ETF 0.6 35 16 7.6 +4.2
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.6 52 -1 6.7 +3.4
IWO iShares Russell 2000 Growth ETF 0.6 23 28 1.9 -1.4
IYH iShares U.S. Healthcare ETF 0.6 39 12 7.1 +3.8
VTWG Vanguard Russell 2000 Growth Index Fund 0.6 15 36 2.1 -1.3
JHSC John Hancock Multifactor Small Cap ETF 0.5 42 9 6.4 +3.0
ISCV iShares Morningstar Small Cap Value ETF 0.5 6 45 8.0 +4.6
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.5 15 36 8.1 +4.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.5 24 27 8.1 +4.7
DON WisdomTree U.S. MidCap Dividend Fund 0.5 38 13 8.5 +5.2
PDP Invesco DWA Momentum ETF 0.5 62 -11 4.8 +1.5
NUSC Nuveen ESG Small-Cap ETF 0.5 30 21 5.7 +2.3
FFTY Innovator IBD 50 ETF 0.5 80 -29 5.6 +2.3
FHLC Fidelity MSCI Health Care Index ETF 0.5 8 43 6.3 +3.0
FREL Fidelity MSCI Real Estate Index ETF 0.5 84 -33 5.7 +2.4
USVT US Value ETF 0.5 49 2 11.2 +7.9
VHT Vanguard Health Care Index Fund 0.5 10 41 6.4 +3.1
JSTC Adasina Social Justice All Cap Global ETF 0.5 89 -38 6.4 +3.0
IJK iShares S&P Mid-Cap 400 Growth ETF 0.5 17 34 6.9 +3.6
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.5 15 36 6.9 +3.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.5 15 36 7.5 +4.2
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.5 15 36 7.0 +3.7
FYX First Trust Small Cap Core AlphaDEX Fund 0.4 61 -10 8.4 +5.1
FLDZ RiverNorth Volition America Patriot ETF 0.4 70 -19 5.4 +2.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.4 80 -29 6.5 +3.1
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 0.4 20 31 5.6 +2.3
DWAS Invesco DWA SmallCap Momentum ETF 0.4 60 -9 -0.1 -3.4
MTUM iShares MSCI USA Momentum Factor ETF 0.4 15 36 6.2 +2.8
XJH iShares ESG Screened S&P Mid-Cap ETF 0.4 12 39 7.5 +4.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.4 95 -44 2.5 -0.9
MDY SPDR S&P Midcap 400 ETF Trust 0.4 22 29 7.3 +4.0
IJH iShares Core S&P Mid-Cap ETF 0.3 5 46 7.5 +4.1
SPMD SPDR Portfolio Mid Cap ETF 0.3 5 46 7.5 +4.1
IVOO Vanguard S&P Mid-Cap 400 ETF 0.3 10 41 7.5 +4.2
JHMH John Hancock Multifactor Healthcare ETF 0.3 40 11 0.0 -3.3
IWM iShares Russell 2000 ETF 0.3 19 32 3.9 +0.6
VTWO Vanguard Russell 2000 Index Fund 0.3 10 41 4.0 +0.7
VBR Vanguard Small Cap Value Index Fund 0.3 7 44 8.2 +4.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.3 9 42 4.4 +1.1
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.3 39 12 7.4 +4.0
EWMC Invesco S&P MidCap 400 Equal Weight ETF 0.3 40 11 7.3 +4.0
DFSV Dimensional US Small Cap Value ETF 0.3 31 20 8.4 +5.1
PINK Simplify Health Care ETF 0.3 50 1 4.7 +1.4
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.3 61 -10 8.3 +5.0
RYLD Global X Russell 2000 Covered Call ETF 0.3 60 -9 3.5 +0.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.2 15 36 8.1 +4.8
IJJ iShares S&P Mid-Cap 400 Value ETF 0.2 18 33 8.0 +4.7
MDYV SPDR S&P 400 Mid Cap Value ETF 0.2 15 36 8.0 +4.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.2 20 31 7.1 +3.8
CSML IQ Chaikin U.S. Small Cap ETF 0.2 35 16 5.7 +2.4
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 12 9.6 +6.3
DFAS Dimensional U.S. Small Cap ETF 0.2 28 23 6.5 +3.2
AFSM First Trust Active Factor Small Cap ETF 0.2 75 -24 8.3 +5.0
FNK First Trust Mid Cap Value AlphaDEX Fund 0.2 70 -19 12.2 +8.9
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.2 12 39 6.8 +3.4
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.1 25 26 9.5 +6.2
AVSC Avantis U.S Small Cap Equity ETF 0.1 25 26 5.1 +1.8
VTWV Vanguard Russell 2000 Value Index Fund 0.1 15 36 5.9 +2.5
IWN iShares Russell 2000 Value ETF 0.1 23 28 5.8 +2.4
DFAT Dimensional U.S. Targeted Value ETF 0.1 29 22 8.5 +5.1
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.0 47 4 6.2 +2.9

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

  2017 2018 2019 2020 2021 2022E 2023E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2021 2022E 2023E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 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 15.1 %
Divided by: Fwd. P/BV 3.9 x
Less: Expense ratio 51 bp
Equals: ALTAR Score 3.3 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.48 CATEGORY
AVERAGE		 1.50
 
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.