Franklin U.S. Small Cap Multifactor Index ETF
ALTAR
Score™		 7.5% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 14.7x P/Sales
ratio		 1.2x
P/BV
ratio		 2.0x Div.
yield		 1.8%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The Franklin LibertyQ U.S. Small-Cap Equity ETF tracks a multi-factor US small-cap index based on a composite scores of quality, value, momentum, and low-volatility.

FUND BASICS
Category US Equities
Fund Sponsor Franklin ETF Trust
Website www.libertyshares.com
Inception date Apr 26, 2017
Assets (mns) $41
Currency USD
Expense ratio 35 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 493
Wgt avg mkt cap (mns) $3,387
Large cap (>$10bn) 1.1%
Mid cap ($2-10bn) 67.7%
Small cap (<$2bn) 30.4%
Developed mkts 99.9%
Emerging mkts 0.1%

TOP TEN HOLDINGS
MUELLER INDUSTRIES INC 1.2 %
COMMVAULT SYSTEMS INC 1.0 %
SPROUTS FARMERS MARKET INC 1.0 %
BADGER METER INC 1.0 %
APPLIED INDUSTRIAL TECH INC 1.0 %
ALKERMES PLC 1.0 %
ESSENT GROUP LTD 0.9 %
JACKSON FINANCIAL INCORPORATION CL 0.9 %
RAMBUS INC 0.9 %
WATTS WATER TECHNOLOGIES-A 0.9 %
Total 9.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 94.9 %
BERMUDA 1.7 %
IRELAND 1.1 %
ISRAEL 0.4 %
MONACO 0.3 %
PANAMA 0.2 %
BRITAIN 0.1 %
ARGENTINA 0.1 %



HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-5.3% -2.3% 15.6% -- 7.1%

Market Correlations
versus... Beta R-squared
S&P500 1.02 72%
MSCI EAFE 0.91 56%
MSCI Emg. Mkts. 0.61 25%

Technical Indicators
Recent close $37.11
30d moving avg. $38.87
Annualized volatility 21.1%
Short interest (ETF) 0.3%
Short interest (Underlying) 8.0%
Relative strength (RSI) 40

Liquidity measures
Avg. volume (thou.) 4
Turnover 0.4%
Bid/Ask (% of price) 0.15%
ADV underlying (mns) $5,983

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 701 potential alternatives to the Franklin U.S. Small Cap Multifactor Index ETF ETF based on the alternatives' overlap in portfolio holdings with FLQS. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: FLQS Expense: 35 bp ALTAR Score™: 7.5%


ALTERNATIVE ETFs BASED ON OVERLAP WITH FLQS
Ticker Fund
Name		 Overlap1
vs FLQS
(%)		 Expense
ratio
(bp)		 Savings
vs FLQS
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs FLQS
(%)
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 40.3 39 -4 5.9 -1.6
PSC Principal U.S. Small-Cap ETF 39.0 38 -3 7.5 +0.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 38.4 20 15 6.1 -1.4
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 36.4 29 6 8.1 +0.6
IJT iShares S&P Small-Cap 600 Growth ETF 36.4 18 17 5.6 -1.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 36.2 15 20 8.1 +0.6
SLYG SPDR S&P 600 Small Cap Growth ETF 35.6 15 20 5.6 -1.9
VIOG Vanguard S&P Small-Cap 600 Growth ETF 35.5 15 20 5.8 -1.7
IJR iShares Core S&P Small Cap ETF 35.3 6 29 8.1 +0.6
XJR iShares ESG Screened S&P Small-Cap ETF 34.7 12 23 7.3 -0.2
ESIX SPDR S&P SmallCap 600 ESG ETF 33.8 12 23 6.6 -0.9
SPSM SPDR Portfolio S&P 600 Small Cap ETF 33.6 3 32 8.2 +0.7
VIOO Vanguard S&P Small-Cap 600 ETF 33.5 10 25 8.0 +0.5
IWO iShares Russell 2000 Growth ETF 32.5 24 11 1.6 -5.9
VTWG Vanguard Russell 2000 Growth ETF 32.2 15 20 1.7 -5.8
CSA VictoryShares US Small Cap Volatility Wtd ETF 32.2 35 0 5.2 -2.3
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 32.1 42 -7 5.6 -1.9
TPSC Timothy Plan US Small Cap Core ETF 32.0 52 -17 7.9 +0.4
AFSM First Trust Active Factor Small Cap ETF 30.8 75 -40 7.6 +0.1
DES WisdomTree U.S. SmallCap Dividend Fund 30.0 38 -3 9.5 +2.1
RSSL Global X Russell 2000 ETF 29.7 8 27 4.0 -3.5
AVSC Avantis U.S Small Cap Equity ETF 29.6 25 10 7.2 -0.2
IWM iShares Russell 2000 ETF 28.8 19 16 4.0 -3.5
VTWO Vanguard Russell 2000 ETF 28.3 10 25 4.2 -3.3
EES WisdomTree U.S. SmallCap Fund 27.1 38 -3 10.1 +2.7
IJS iShares S&P Small-Cap 600 Value ETF 26.1 18 17 10.7 +3.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 25.4 15 20 10.5 +3.0
SLYV SPDR S&P 600 Small Cap Value ETF 25.4 15 20 10.7 +3.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 25.3 9 26 4.4 -3.1
FESM Fidelity Enhanced Small Cap ETF 25.2 28 7 4.2 -3.3
ROSC Hartford Multifactor Small Cap ETF 25.2 34 1 9.7 +2.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 24.7 39 -4 4.4 -3.1
AVUV Avantis U.S. Small Cap Value ETF 24.5 25 10 12.0 +4.5
RWJ Invesco S&P SmallCap 600 Revenue ETF 24.3 39 -4 11.1 +3.6
IWN iShares Russell 2000 Value ETF 24.2 24 11 6.3 -1.2
VTWV Vanguard Russell 2000 Value ETF 23.9 15 20 6.5 -1.0
FYX First Trust Small Cap Core AlphaDEX Fund 23.6 61 -26 6.5 -1.0
BKSE BNY Mellon US Small Cap Core Equity ETF 23.5 4 31 6.5 -1.0
STXK Strive Small-Cap ETF 22.8 18 17 6.0 -1.5
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 21.1 38 -3 11.4 +3.9
ISMD Inspire Small/Mid Cap ETF 21.0 54 -19 5.3 -2.2
XSMO Invesco S&P SmallCap Momentum ETF 20.8 39 -4 5.7 -1.8
DFAS Dimensional U.S. Small Cap ETF 20.7 26 9 7.6 +0.2
XSHQ Invesco S&P SmallCap Quality ETF 20.6 29 6 9.3 +1.8
USVM VictoryShares US Small Mid Cap Value Momentum ETF 20.1 25 10 8.5 +1.0
FYC First Trust Small Cap Growth AlphaDEX Fund 19.9 71 -36 1.2 -6.3
FNDA Schwab Fundamental US Small Co. Index ETF 19.9 25 10 7.3 -0.2
RZG Invesco S&P Smallcap 600 Pure Growth ETF 19.8 35 0 4.1 -3.4
FSMD Fidelity Small-Mid Multifactor ETF 19.0 15 20 7.6 +0.1
SCHA Schwab U.S. Small-Cap ETF 18.0 4 31 5.8 -1.7
XSLV Invesco S&P SmallCap Low Volatility ETF 17.8 25 10 5.8 -1.7
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 17.7 20 15 5.5 -2.0
SQLV Royce Quant Small-Cap Quality Value ETF 17.7 60 -25 10.7 +3.2
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 17.6 60 -25 2.3 -5.2
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 17.4 59 -24 6.7 -0.8
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 17.2 30 5 7.5 +0.0
DFAT Dimensional U.S. Targeted Value ETF 16.7 28 7 11.2 +3.7
SMDV ProShares Russell 2000 Dividend Growers ETF 16.5 40 -5 7.6 +0.1
SMLF iShares U.S. SmallCap Equity Factor ETF 16.4 15 20 6.6 -0.9
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 16.2 12 23 8.7 +1.3
NUSC Nuveen ESG Small-Cap ETF 16.0 31 4 5.8 -1.6
JSML Janus Henderson Small Cap Growth Alpha ETF 15.4 30 5 9.4 +1.9
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 15.3 55 -20 5.5 -2.0
ISCG iShares Morningstar Small-Cap Growth ETF 15.0 6 29 3.0 -4.5
DFSV Dimensional US Small Cap Value ETF 14.9 31 4 12.3 +4.8
VFMF Vanguard U.S. Multifactor ETF 14.9 18 17 9.3 +1.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 14.5 17 18 6.3 -1.2
SVAL iShares US Small Cap Value Factor ETF 14.4 20 15 12.2 +4.7
ISCB iShares Morningstar Small-Cap ETF 14.0 4 31 6.2 -1.3
GRPZ Invesco S&P SmallCap 600 GARP ETF 14.0 35 0 3.5 -4.0
SIXL ETC 6 Meridian Low Beta Equity ETF 14.0 80 -45 6.0 -1.5
FYT First Trust Small Cap Value AlphaDEX Fund 13.7 73 -38 11.2 +3.7
JHSC John Hancock Multifactor Small Cap ETF 13.7 42 -7 7.6 +0.1
RNSC Furst Trust Small Cap US Equity Select ETF 13.5 60 -25 7.1 -0.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 13.4 70 -35 3.1 -4.4
ETHO Etho Climate Leadership U.S. ETF 13.3 47 -12 6.1 -1.4
ISCV iShares Morningstar Small Cap Value ETF 13.2 6 29 9.3 +1.8
HAPS Harbor Human Capital Factor US Small Cap ETF 13.0 60 -25 4.9 -2.6
SFLO VictoryShares Small Cap Free Cash Flow ETF 12.9 49 -14 14.3 +6.8
AFMC First Trust Active Factor Mid Cap ETF 12.6 65 -30 8.9 +1.4
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 12.5 48 -13 9.0 +1.5
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 12.5 35 0 10.3 +2.8
FNX First Trust Mid Cap Core AlphaDEX Fund 12.4 60 -25 9.1 +1.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 12.3 24 11 8.4 +0.9
CALF Pacer US Small Cap Cash Cows 100 ETF 12.3 59 -24 13.5 +6.0
BFOR ALPS Barron's 400 ETF 12.0 65 -30 6.7 -0.8
VFQY Vanguard U.S. Quality Factor ETF 12.0 13 22 7.2 -0.3
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 11.7 29 6 13.0 +5.5
BSVO EA Bridgeway Omni Small-Cap Value ETF 11.3 47 -12 10.9 +3.4
VAMO Cambria Value & Momentum ETF 11.2 61 -26 7.0 -0.5
PSCI Invesco S&P SmallCap Industrials ETF 11.0 29 6 6.5 -1.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 10.4 80 -45 6.4 -1.1
DSMC Distillate Small/Mid Cash Flow ETF 10.4 55 -20 15.2 +7.7
VBR Vanguard Small Cap Value ETF 10.3 7 28 9.3 +1.9
IWC iShares Micro-Cap ETF 10.2 60 -25 -1.1 -8.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 10.2 64 -29 2.9 -4.6
VXF Vanguard Extended Market ETF 10.2 6 29 5.0 -2.5
EZM WisdomTree U.S. MidCap Fund 10.1 38 -3 10.3 +2.8
VFMO Vanguard U.S. Momentum Factor ETF 10.0 13 22 3.6 -3.8
SIXS ETC 6 Meridian Small Cap Equity ETF 10.0 89 -54 10.2 +2.7
VB Vanguard Small-Cap ETF 9.9 5 30 6.3 -1.2
GVLU Gotham 1000 Value ETF 9.5 50 -15 10.0 +2.5
FNK First Trust Mid Cap Value AlphaDEX Fund 9.5 70 -35 13.8 +6.3
PSCF Invesco S&P SmallCap Financials ETF 9.4 29 6 6.9 -0.6
VBK Vanguard Small-Cap Growth ETF 9.3 7 28 1.9 -5.6
VFVA Vanguard U.S. Value Factor ETF 9.2 13 22 13.1 +5.6
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 9.1 95 -60 0.8 -6.7
WCEO Hypatia Women CEO ETF 8.6 85 -50 -1.4 -8.9
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 8.4 30 5 8.4 +0.9
RZV Invesco S&P Smallcap 600 Pure Value ETF 8.4 35 0 12.5 +5.0
FAB First Trust Multi Cap Value AlphaDEX Fund 8.4 67 -32 11.2 +3.7
HLGE Hartford Longevity Economy ETF 8.0 44 -9 7.6 +0.1
XSW SPDR S&P Software & Services ETF 8.0 35 0 2.3 -5.2
PSCH Invesco S&P SmallCap Health Care ETF 7.9 29 6 4.6 -2.9
XSVM Invesco S&P SmallCap Value with Momentum ETF 7.6 36 -1 11.4 +3.9
XMHQ Invesco S&P MidCap Quality ETF 7.5 25 10 7.7 +0.2
PSCT Invesco S&P SmallCap Information Technology ETF 7.4 29 6 6.9 -0.6
IFRA iShares U.S. Infrastructure ETF 7.3 30 5 7.2 -0.3
RSMC Rockefeller U.S. Small-Mid Cap ETF 7.3 75 -40 5.5 -2.0
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 7.3 60 -25 9.3 +1.8
RNMC First Trust Mid Cap US Equity Select ETF 7.1 60 -25 7.5 +0.0
FSCS First Trust SMID Capital Strength ETF 7.1 60 -25 6.9 -0.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 7.0 7 28 6.8 -0.7
FVD First Trust Value Line Dividend Index Fund 6.9 65 -30 6.4 -1.1
FDLS Inspire Fidelis Multi Factor ETF 6.6 76 -41 6.4 -1.1
VUSE Vident U.S. Equity Strategy ETF 6.1 50 -15 5.2 -2.3
FIW First Trust Water ETF 6.1 53 -18 5.3 -2.2
IJK iShares S&P Mid-Cap 400 Growth ETF 6.0 17 18 6.5 -1.0
VFMV Vanguard U.S. Minimum Volatility ETF 6.0 13 22 6.0 -1.5
RFG Invesco S&P Midcap 400 Pure Growth ETF 5.9 35 0 6.2 -1.3
MDYG SPDR S&P 400 Mid Cap Growth ETF 5.9 15 20 6.6 -0.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 5.8 15 20 6.5 -1.0
XRT SPDR S&P Retail ETF 5.8 35 0 10.4 +2.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 5.8 15 20 8.0 +0.5
DON WisdomTree U.S. MidCap Dividend Fund 5.8 38 -3 9.1 +1.6
PHO Invesco Water Resources ETF 5.6 60 -25 5.1 -2.4
QQQS Invesco NASDAQ Future Gen 200 ETF 5.6 20 15 -10.5 -18.0
CVY Invesco Zacks Multi-Asset Income ETF 5.6 106 -71 11.9 +4.4
OSCV Opus Small Cap Value ETF 5.5 79 -44 7.2 -0.3
KOMP SPDR S&P Kensho New Economies Composite ETF 5.5 20 15 4.1 -3.4
XMMO Invesco S&P MidCap Momentum ETF 5.4 34 1 6.0 -1.5
MDY SPDR S&P Midcap 400 ETF Trust 5.3 24 11 7.9 +0.4
IJH iShares Core S&P Mid-Cap ETF 5.3 5 30 8.1 +0.6
CSMD Congress SMid Growth ETF 5.3 69 -34 4.5 -2.9
SMCF Themes US Small Cap Cash Flow Champions ETF 5.2 29 6 13.2 +5.8
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 5.2 3 32 8.1 +0.6
IVOO Vanguard S&P Mid-Cap 400 ETF 5.2 10 25 8.0 +0.5
XITK SPDR FactSet Innovative Technology ETF 5.2 45 -10 0.6 -6.9
XJH iShares ESG Screened S&P Mid-Cap ETF 5.0 12 23 7.7 +0.2
SFYX SoFi Next 500 ETF 4.9 0 35 3.9 -3.6
ECML Euclidean Fundamental Value ETF 4.9 95 -60 14.5 +7.0
SURE AdvisorShares Insiders Advantage ETF 4.8 90 -55 10.9 +3.4
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 4.7 29 6 4.7 -2.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 4.7 15 20 4.7 -2.8
AQWA Global X Clean Water ETF 4.7 50 -15 5.1 -2.4
CGW Invesco S&P Global Water Index ETF 4.5 57 -22 4.8 -2.7
IJJ iShares S&P Mid-Cap 400 Value ETF 4.5 18 17 9.5 +2.0
QMOM Alpha Architect U.S. Quantitative Momentum ETF 4.5 39 -4 4.1 -3.3
FLRG Fidelity U.S. Multifactor ETF 4.5 15 20 7.6 +0.1
MDYV SPDR S&P 400 Mid Cap Value ETF 4.5 15 20 9.5 +2.1
PRN Invesco Dorsey Wright Industrials Momentum ETF 4.5 60 -25 3.5 -4.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 4.4 15 20 9.6 +2.1
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 4.4 60 -25 5.4 -2.1
OPTZ Optimize Strategy Index ETF 4.3 50 -15 5.9 -1.6
EFRA iShares Environmental Infrastructure and Industrials ETF 4.3 47 -12 4.5 -3.0
DEEP Roundhill Acquirers Deep Value ETF 4.3 80 -45 22.0 +14.5
GRPM Invesco S&P MidCap 400 GARP ETF 4.2 35 0 10.5 +3.1
RWK Invesco S&P MidCap 400 Revenue ETF 4.2 39 -4 11.1 +3.7
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 4.2 8 27 5.5 -2.0
LQPE PEO AlphaQuest Thematic PE ETF 4.1 125 -90 7.5 +0.0
FCPI Fidelity Stocks for Inflation ETF 4.1 15 20 8.8 +1.3
PSCC Invesco S&P SmallCap Consumer Staples ETF 4.1 29 6 7.7 +0.2
NIXT Research Affiliates Deletions ETF 4.0 9 26 4.2 -3.2
AIRR First Trust RBA American Industrial Renaissance ETF 4.0 70 -35 6.5 -1.0
VDC Vanguard Consumer Staples ETF 4.0 10 25 5.5 -2.0
DFNV Donoghue Forlines Innovation ETF 3.9 69 -34 5.5 -2.0
TTAC FCF US Quality ETF 3.9 59 -24 6.1 -1.4
SRHQ SRH U.S. Quality ETF 3.9 35 0 8.2 +0.7
DFAC Dimensional U.S. Core Equity 2 ETF 3.9 17 18 6.6 -0.9
RFV Invesco S&P Midcap 400 Pure Value ETF 3.9 35 0 15.7 +8.2
FLDZ RiverNorth Patriot ETF 3.7 75 -40 6.4 -1.1
TXS Texas Capital Texas Equity Index ETF 3.7 49 -14 5.5 -2.0
XMLV Invesco S&P MidCap Low Volatility ETF 3.7 25 10 6.4 -1.1
PAVE Global X U.S. Infrastructure Development ETF 3.6 47 -12 6.8 -0.7
SMAP Amplify Small-Mid Cap Equity ETF 3.6 60 -25 1.5 -6.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 3.5 60 -25 6.9 -0.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 3.4 25 10 6.5 -1.0
MILN Global X Millennial Consumer ETF 3.4 50 -15 3.4 -4.1
SXQG ETC 6 Meridian Quality Growth ETF 3.4 100 -65 5.0 -2.5
PTH Invesco Dorsey Wright Healthcare Momentum ETF 3.4 60 -25 -3.0 -10.5
GQRE FlexShares Global Quality Real Estate Index Fund 3.4 45 -10 4.2 -3.3
KBE SPDR S&P Bank ETF 3.4 35 0 11.3 +3.8
SCDV Bahl & Gaynor Small Cap Dividend ETF 3.3 70 -35 5.5 -2.0
PDP Invesco Dorsey Wright Momentum ETF 3.3 62 -27 3.9 -3.6
AVSU Avantis Responsible U.S. Equity ETF 3.3 15 20 7.0 -0.5
QLV FlexShares US Quality Low Volatility Index Fund 3.2 22 13 6.0 -1.5
BLDG Cambria Global Real Estate ETF 3.2 60 -25 4.4 -3.1
ROUS Hartford Multifactor US Equity ETF 3.2 19 16 8.1 +0.6
IWTR iShares MSCI Water Management Multisector ETF 3.2 47 -12 6.8 -0.7
XMVM Invesco S&P MidCap Value with Momentum ETF 3.1 39 -4 10.6 +3.1
WCLD WisdomTree Cloud Computing Fund 3.1 45 -10 1.8 -5.7
MGMT Ballast Small/Mid Cap ETF 3.1 110 -75 9.4 +1.9
SNSR Global X Internet of Things ETF 3.1 68 -33 5.6 -1.9
BUL Pacer US Cash Cows Growth ETF 3.1 60 -25 7.3 -0.2
FDIS Fidelity MSCI Consumer Discretionary Index ETF 3.1 8 27 5.4 -2.1
KRE SPDR S&P Regional Banking ETF 3.1 35 0 11.8 +4.3
FIDU Fidelity MSCI Industrial Index ETF 3.1 8 27 5.2 -2.3
FTXH First Trust Nasdaq Pharmaceuticals ETF 3.0 60 -25 11.3 +3.8
RDVY First Trust Rising Dividend Achievers ETF 3.0 50 -15 8.5 +1.1
RWR SPDR Dow Jones REIT ETF 3.0 25 10 2.2 -5.3
VIS Vanguard Industrials ETF 3.0 10 25 5.3 -2.2
THRO iShares U.S. Thematic Rotation Active ETF 3.0 90 -55 4.7 -2.7
VCR Vanguard Consumer Discretionary ETF 2.9 10 25 5.5 -2.0
HWAY Themes US Infrastructure ETF 2.9 29 6 4.7 -2.8
CLOU Global X Cloud Computing ETF 2.9 68 -33 2.1 -5.3
XHS SPDR S&P Health Care Services ETF 2.9 35 0 3.6 -3.8
LST Leuthold Select Industries ETF 2.9 91 -56 6.5 -1.0
QGRO American Century U.S. Quality Growth ETF 2.9 29 6 4.1 -3.4
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.9 40 -5 7.4 -0.1
FUTY Fidelity MSCI Utilities Index ETF 2.9 8 27 5.6 -1.9
VPU Vanguard Utilities ETF 2.9 10 25 5.6 -1.9
PSCE Invesco S&P SmallCap Energy ETF 2.9 29 6 13.2 +5.7
FDM First Trust Dow Jones Select MicroCap Index Fund 2.9 60 -25 9.1 +1.6
SAGP Strategas Global Policy Opportunities ETF 2.9 65 -30 5.5 -2.0
FRI First Trust S&P REIT Index Fund 2.8 50 -15 2.0 -5.5
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 2.8 11 24 2.4 -5.1
FFTY Innovator IBD 50 ETF 2.8 80 -45 -2.6 -10.1
DFUV Dimensional US Marketwide Value ETF 2.8 22 13 8.8 +1.4
DCOR Dimensional US Core Equity 1 ETF 2.8 14 21 6.3 -1.1
TAX Cambria Tax Aware ETF 2.8 49 -14 6.9 -0.6
FITE SPDR S&P Kensho Future Security ETF 2.8 45 -10 3.0 -4.5
USRT iShares Core U.S. REIT ETF 2.8 8 27 2.5 -5.0
AVUS Avantis U.S. Equity ETF 2.8 15 20 7.0 -0.5
XHE SPDR S&P Health Care Equipment ETF 2.7 35 0 3.2 -4.3
MADE iShares U.S. Manufacturing ETF 2.7 40 -5 6.4 -1.1
DFSU Dimensional US Sustainability Core 1 ETF 2.7 18 17 6.3 -1.1
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.7 52 -17 7.1 -0.4
IPDP Dividend Performers ETF 2.7 122 -87 5.8 -1.6
SCHM Schwab U.S. Mid-Cap ETF 2.6 4 31 7.3 -0.2
NVIR Horizon Kinetics Energy and Remediation ETF 2.6 85 -50 6.4 -1.0
DIV Global X SuperDividend US ETF 2.6 45 -10 10.9 +3.4
QABA First Trust NASDAQ ABA Community Bank Index Fund 2.6 60 -25 10.3 +2.8
EBLU Ecofin Global Water ESG Fund 2.6 40 -5 4.5 -3.0
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 2.6 39 -4 4.5 -3.0
STXM Strive Mid-Cap ETF 2.6 18 17 4.0 -3.5
IHF iShares U.S. Healthcare Providers ETF 2.5 40 -5 7.4 -0.1
DFAR Dimensional US Real Estate ETF 2.5 19 16 2.4 -5.1
PEY Invesco High Yield Equity Dividend Achievers ETF 2.5 52 -17 11.0 +3.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.5 29 6 7.3 -0.2
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 2.5 60 -25 2.1 -5.4
PPTY US Diversified Real Estate ETF 2.5 53 -18 2.1 -5.3
ANEW ProShares MSCI Transformational Changes ETF 2.5 45 -10 7.5 +0.0
TRFM AAM Transformers ETF 2.5 49 -14 2.1 -5.4
VNQ Vanguard Real Estate ETF 2.5 12 23 2.5 -5.0
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.5 60 -25 6.1 -1.4
WCBR WisdomTree Cybersecurity Fund 2.4 45 -10 2.1 -5.4
DHS WisdomTree U.S. High Dividend Fund 2.4 38 -3 8.4 +0.9
SKYY First Trust Cloud Computing ETF 2.4 60 -25 3.7 -3.8
CCNR ALPS CoreCommodity Natural Resources ETF 2.4 39 -4 11.4 +3.9
BEEZ Honeytree U.S. Equity ETF 2.4 64 -29 3.7 -3.8
FREL Fidelity MSCI Real Estate Index ETF 2.4 8 27 2.6 -4.9
DEW WisdomTree Global High Dividend Fund 2.3 58 -23 8.1 +0.7
CCSO Carbon Collective Climate Solutions US Equity ETF 2.3 35 0 2.0 -5.5
SCHH Schwab U.S. REIT ETF 2.3 7 28 2.6 -4.9
PBJ Invesco Food & Beverage ETF 2.3 57 -22 5.0 -2.5
PTF Invesco Dorsey Wright Technology Momentum ETF 2.3 60 -25 -0.1 -7.6
TMDV ProShares Russell US Dividend Growers ETF 2.3 35 0 4.9 -2.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.3 4 31 6.7 -0.8
HOMZ Hoya Capital Housing ETF 2.3 30 5 7.0 -0.5
ZIG Acquirers Fund 2.2 84 -49 23.1 +15.6
FDMO Fidelity Momentum Factor ETF 2.2 15 20 4.5 -3.0
GLRY Inspire Faithward Mid Cap Momentum ETF 2.2 80 -45 7.0 -0.5
IHAK iShares Cybersecurity & Tech ETF 2.2 47 -12 3.9 -3.6
PKW Invesco Buyback Achievers ETF 2.2 62 -27 8.8 +1.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.2 15 20 6.3 -1.2
RIET Hoya Capital High Dividend Yield ETF 2.2 50 -15 6.5 -0.9
ABFL Abacus FCF Leaders ETF 2.1 59 -24 6.3 -1.2
SYLD Cambria Shareholder Yield ETF 2.1 59 -24 13.3 +5.8
XBI SPDR S&P BIOTECH ETF 2.1 35 0 -3.4 -10.9
FTEC Fidelity MSCI Information Technology Index ETF 2.1 8 27 5.2 -2.3
IGV iShares Expanded Tech-Software Sector ETF 2.1 41 -6 3.3 -4.2
VGT Vanguard Information Technology ETF 2.1 10 25 5.2 -2.3
TPYP Tortoise North American Pipeline Fund 2.1 40 -5 5.7 -1.8
DAT ProShares Big Data Refiners ETF 2.0 58 -23 2.4 -5.0
FBT First Trust NYSE Arca Biotechnology Index Fund 2.0 56 -21 5.5 -2.0
RWO SPDR Dow Jones Global Real Estate ETF 2.0 50 -15 2.9 -4.5
SIMS SPDR S&P Kensho Intelligent Structures ETF 2.0 45 -10 8.5 +1.1
AZTD Aztlan Global Stock Selection DM SMID ETF 2.0 75 -40 8.6 +1.2
HKND Humankind US Stock ETF 2.0 11 24 8.0 +0.5
VRAI Virtus Real Asset Income ETF 2.0 55 -20 8.2 +0.7
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.0 27 8 6.4 -1.1
VLU SPDR S&P 1500 Value Tilt ETF 2.0 12 23 8.1 +0.6
JSTC Adasina Social Justice All Cap Global ETF 1.9 89 -54 4.7 -2.8
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.9 79 -44 5.7 -1.8
SPAM Themes Cybersecurity ETF 1.9 35 0 1.8 -5.7
XPH SPDR S&P Pharmaceuticals ETF 1.9 35 0 5.6 -1.9
KIE SPDR S&P Insurance ETF 1.9 35 0 6.8 -0.7
FPX First Trust US Equity Opportunities ETF 1.9 61 -26 1.4 -6.1
FTRI First Trust Indxx Global Natural Resources Income ETF 1.9 70 -35 8.8 +1.3
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 1.9 65 -30 5.4 -2.1
FCLD Fidelity Cloud Computing ETF 1.9 39 -4 3.3 -4.2
REET iShares Global REIT ETF 1.9 14 21 3.5 -4.0
SDY SPDR S&P Dividend ETF 1.9 35 0 6.5 -1.0
IRET iREIT - MarketVector Quality REIT Index ETF 1.9 60 -25 2.5 -5.0
IHE iShares U.S. Pharmaceuticals ETF 1.9 40 -5 8.6 +1.2
PJP Invesco Pharmaceuticals ETF 1.9 57 -22 8.6 +1.1
DFGR Dimensional Global Real Estate ETF 1.8 22 13 3.2 -4.3
IBRN iShares Neuroscience and Healthcare ETF 1.8 47 -12 -2.6 -10.1
NETL NETLease Corporate Real Estate ETF 1.8 60 -25 3.8 -3.7
XT iShares Exponential Technologies ETF 1.8 46 -11 5.9 -1.6
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.8 15 20 6.4 -1.0
SIXG Defiance Connective Technologies ETF 1.8 30 5 5.0 -2.5
RSHO Tema American Reshoring ETF 1.8 75 -40 5.9 -1.6
FNDB Schwab Fundamental US Broad Market Index ETF 1.8 25 10 8.2 +0.7
USMF WisdomTree U.S. Multifactor Fund 1.7 28 7 7.4 -0.0
QDF FlexShares Quality Dividend Index Fund 1.7 37 -2 6.8 -0.7
PXI Invesco Dorsey Wright Energy Momentum ETF 1.7 60 -25 9.8 +2.3
REAI Intelligent Real Estate ETF 1.7 59 -24 0.7 -6.8
MVPA Miller Value Partners Appreciation ETF 1.7 60 -25 9.3 +1.8
FTDS First Trust Dividend Strength ETF 1.7 70 -35 8.5 +1.1
PSCM Invesco S&P SmallCap Materials ETF 1.7 29 6 15.4 +7.9
DTD WisdomTree U.S. Total Dividend Fund 1.7 28 7 6.7 -0.8
SBIO ALPS Medical Breakthroughs ETF 1.7 50 -15 -2.1 -9.6
DFAU Dimensional US Core Equity Market ETF 1.7 12 23 6.1 -1.4
BUG Global X Cybersecurity ETF 1.7 51 -16 2.9 -4.6
CIBR First Trust NASDAQ Cybersecurity ETF 1.7 60 -25 4.4 -3.1
VOX Vanguard Communication Services ETF 1.6 10 25 5.7 -1.8
FCOM Fidelity MSCI Communication Services Index ETF 1.6 8 27 5.6 -1.8
ROKT SPDR S&P Kensho Final Frontiers ETF 1.6 45 -10 3.2 -4.3
CWS AdvisorShares Focused Equity ETF 1.6 84 -49 5.2 -2.3
ERET iShares Environmentally Aware Real Estate ETF 1.6 30 5 3.1 -4.4
WBIY WBI Power Factor High Dividend ETF 1.6 100 -65 14.8 +7.3
ZAP Global X U.S. Electrification ETF 1.6 50 -15 4.9 -2.6
FENY Fidelity MSCI Energy Index ETF 1.6 8 27 10.2 +2.7
AVRE Avantis Real Estate ETF 1.6 17 18 3.4 -4.1
GINN Goldman Sachs Innovate Equity ETF 1.6 52 -17 4.7 -2.7
IAK iShares U.S. Insurance ETF 1.6 40 -5 6.8 -0.7
IBBQ Invesco Nasdaq Biotechnology ETF 1.6 19 16 2.3 -5.2
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 1.6 60 -25 3.2 -4.3
ABLD Abacus FCF Real Assets Leaders ETF 1.5 69 -34 6.2 -1.3
FIVG Defiance Next Gen Connectivity ETF 1.5 30 5 6.1 -1.4
IBUY Amplify Online Retail ETF 1.5 65 -30 4.0 -3.5
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 1.5 60 -25 7.0 -0.5
AIS VistaShares Artificial Intelligence Supercycle ETF 1.5 75 -40 5.5 -2.0
GDIV Harbor Dividend Growth Leaders ETF 1.5 50 -15 5.7 -1.8
FPRO Fidelity Real Estate Investment ETF 1.4 59 -24 1.6 -5.9
KBWY Invesco KBW Premium Yield Equity REIT ETF 1.4 35 0 0.9 -6.6
GURU Global X Guru Index ETF 1.4 75 -40 4.6 -2.9
FTXN First Trust Nasdaq Oil & Gas ETF 1.4 60 -25 13.7 +6.2
BOUT Innovator IBD Breakout Opportunities ETF 1.4 81 -46 5.3 -2.2
TDV ProShares S&P Technology Dividend Aristocrats ETF 1.4 45 -10 6.5 -0.9
CVAR Cultivar ETF 1.4 87 -52 6.6 -0.9
PKB Invesco Building & Construction ETF 1.4 62 -27 5.6 -1.9
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.4 52 -17 7.3 -0.2
AUSF Global X Adaptive U.S. Factor ETF 1.4 27 8 10.0 +2.5
FDHT Fidelity Digital Health ETF 1.4 39 -4 2.0 -5.5
ONEQ Fidelity Nasdaq Composite Index ETF 1.4 21 14 4.7 -2.8
RAYD Rayliant Quantitative Developed Market Equity ETF 1.4 80 -45 5.0 -2.5
AVLV Avantis U.S. Large Cap Value ETF 1.3 15 20 8.9 +1.4
XTL SPDR S&P Telecom ETF 1.3 35 0 3.5 -4.0
ERTH Invesco MSCI Sustainable Future ETF 1.3 62 -27 2.6 -4.9
ITB iShares U.S. Home Construction ETF 1.3 40 -5 13.3 +5.8
KCE SPDR S&P Capital Markets ETF 1.3 35 0 7.1 -0.3
IWV iShares Russell 3000 ETF 1.3 20 15 5.6 -1.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.3 3 32 5.8 -1.7
AGNG Global X Aging Population ETF 1.3 50 -15 4.4 -3.1
TRFK Pacer Data and Digital Revolution ETF 1.3 60 -25 4.3 -3.2
VTHR Vanguard Russell 3000 ETF 1.3 10 25 5.7 -1.7
TMFS Motley Fool Small-Cap Growth ETF 1.3 85 -50 3.4 -4.0
VTI Vanguard Total Stock Market ETF 1.3 3 32 5.7 -1.7
VDE Vanguard Energy ETF 1.3 10 25 10.1 +2.7
WFH Direxion Work From Home ETF 1.2 45 -10 5.3 -2.2
PXJ Invesco Oil & Gas Services ETF 1.2 63 -28 7.2 -0.3
LFSC F/m Emerald Life Sciences Innovation ETF 1.2 79 -44 -3.7 -11.2
TMFX Motley Fool Next Index ETF 1.2 50 -15 3.5 -3.9
IEO iShares U.S. Oil & Gas Exploration & Production ETF 1.2 40 -5 14.6 +7.1
XOP SPDR S&P Oil & Gas Exploration & Production ETF 1.2 35 0 18.2 +10.7
QVAL Alpha Architect US Quantitative Value ETF 1.2 39 -4 11.4 +3.9
DFUS Dimensional U.S. Equity ETF 1.2 9 26 5.9 -1.6
FNCL Fidelity MSCI Financials Index ETF 1.2 8 27 7.1 -0.4
VHT Vanguard Health Care ETF 1.2 10 25 6.2 -1.3
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 1.2 46 -11 4.9 -2.6
FHLC Fidelity MSCI Health Care Index ETF 1.2 8 27 6.3 -1.2
COWS Amplify Cash Flow Dividend Leaders ETF 1.2 0 35 14.4 +7.0
SDIV Global X Superdividend ETF 1.2 58 -23 15.0 +7.5
JHMM John Hancock Multifactor Mid Cap ETF 1.2 42 -7 7.1 -0.4
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.2 25 10 11.1 +3.6
SHLD Global X Defense Tech ETF 1.2 50 -15 3.6 -3.9
RDOG ALPS REIT Dividend Dogs ETF 1.2 35 0 1.2 -6.3
MBOX Freedom Day Dividend ETF 1.2 39 -4 8.0 +0.5
SCHB Schwab U.S. Broad Market ETF 1.2 3 32 5.9 -1.6
DVY iShares Select Dividend ETF 1.2 38 -3 10.0 +2.5
FELV Fidelity Enhanced Large Cap Value ETF 1.2 18 17 7.6 +0.1
WDIV SPDR S&P Global Dividend ETF 1.2 40 -5 9.7 +2.2
REZ iShares Residential and Multisector Real Estate ETF 1.2 48 -13 1.8 -5.7
FCG First Trust Natural Gas ETF 1.2 60 -25 21.0 +13.5
PXE Invesco Energy Exploration & Production ETF 1.2 60 -25 19.1 +11.6
HDUS Hartford Disciplined US Equity ETF 1.1 19 16 6.8 -0.7
IBB iShares Biotechnology ETF 1.1 45 -10 0.9 -6.6
VFH Vanguard Financials ETF 1.1 10 25 7.2 -0.3
BOAT SonicShares Global Shipping ETF 1.1 69 -34 33.6 +26.1
QDEF FlexShares Quality Dividend Defensive Index Fund 1.1 37 -2 6.3 -1.1
MEDI Harbor Health Care ETF 1.1 80 -45 -1.6 -9.1
LRGF iShares U.S. Equity Factor ETF 1.1 8 27 6.7 -0.8
FTXL First Trust Nasdaq Semiconductor ETF 1.1 60 -25 7.7 +0.2
AIEQ AI Powered Equity ETF 1.1 75 -40 4.6 -2.8
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.1 3 32 6.1 -1.4
FMAT Fidelity MSCI Materials Index ETF 1.1 8 27 7.0 -0.5
VAW Vanguard Materials ETF 1.1 10 25 6.9 -0.5
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.0 12 23 5.4 -2.1
COPY Tweedy, Browne Insider + Value ETF 1.0 80 -45 13.1 +5.6
XHB SPDR S&P Homebuilders ETF 1.0 35 0 12.9 +5.4
VEGI iShares MSCI Agriculture Producers ETF 1.0 39 -4 9.0 +1.5
MAKX ProShares S&P Kensho Smart Factories ETF 1.0 58 -23 -4.8 -12.3
VYM Vanguard High Dividend Yield Index ETF 1.0 6 29 7.9 +0.4
FTXG First Trust Nasdaq Food & Beverage ETF 1.0 60 -25 6.6 -0.9
IEDI iShares U.S. Consumer Focused ETF 1.0 18 17 5.6 -1.9
RITA ETFB Green SRI REITs ETF 1.0 50 -15 2.5 -5.0
RDIV Invesco S&P Ultra Dividend Revenue ETF 1.0 39 -4 11.4 +3.9
MEDX Horizon Kinetics Medical ETF 1.0 85 -50 2.1 -5.4
ESGV Vanguard ESG U.S. Stock ETF 1.0 9 26 5.4 -2.1
FTXO First Trust Nasdaq Bank ETF 1.0 60 -25 10.9 +3.4
PFI Invesco Dorsey Wright Financial Momentum ETF 1.0 60 -25 5.0 -2.5
FTXR First Trust Nasdaq Transportation ETF 1.0 60 -25 11.6 +4.1
PRF Invesco FTSE RAFI US 1000 ETF 1.0 39 -4 7.9 +0.4
SWP SWP Growth & Income ETF 1.0 99 -64 5.0 -2.5
KROP Global X AgTech & Food Innovation ETF 1.0 50 -15 7.2 -0.2
PSIL AdvisorShares Psychedelics ETF 1.0 99 -64 0.0 -7.5
PPA Invesco Aerospace & Defense ETF 0.9 58 -23 3.1 -4.4
SCHD Schwab US Dividend Equity ETF 0.9 6 29 10.4 +2.9
XSD SPDR S&P Semiconductor ETF 0.9 35 0 5.9 -1.6
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.9 15 20 6.2 -1.3
FVAL Fidelity Value Factor ETF 0.9 15 20 8.2 +0.7
FMDE Fidelity Enhanced Mid Cap ETF 0.9 23 12 6.3 -1.2
ITA iShares U.S. Aerospace & Defense ETF 0.9 40 -5 2.3 -5.2
REM iShares Mortgage Real Estate ETF 0.9 48 -13 15.1 +7.6
TMAT Main Thematic Innovation ETF 0.9 164 -129 -1.5 -9.0
ACTV LeaderShares Activist Leaders ETF 0.9 75 -40 5.8 -1.7
KBWR Invesco KBW Regional Banking ETF 0.9 35 0 11.0 +3.5
PEXL Pacer US Export Leaders ETF 0.9 60 -25 6.1 -1.4
IHI iShares U.S. Medical Devices ETF 0.9 40 -5 4.1 -3.4
VALQ American Century U.S. Quality Value ETF 0.9 29 6 8.5 +1.0
KBWP Invesco KBW Property & Casualty Insurance ETF 0.9 35 0 6.6 -0.9
OCEN IQ Clean Oceans ETF 0.9 45 -10 6.4 -1.1
DRLL Strive U.S. Energy ETF 0.9 41 -6 11.5 +4.0
IGE iShares North American Natural Resources ETF 0.8 41 -6 8.5 +1.0
PBE Invesco Biotechnology & Genome ETF 0.8 58 -23 2.4 -5.1
VERS ProShares Metaverse ETF 0.8 58 -23 0.2 -7.3
NATO Themes Transatlantic Defense ETF 0.8 35 0 3.2 -4.3
FINX Global X FinTech ETF 0.8 68 -33 2.9 -4.6
DTEC ALPS Disruptive Technologies ETF 0.8 50 -15 4.4 -3.1
HAUS Residential REIT ETF 0.8 60 -25 0.8 -6.7
EIPX FT Energy Income Partners Strategy ETF 0.8 95 -60 8.1 +0.6
FELC Fidelity Enhanced Large Cap Core ETF 0.8 18 17 6.2 -1.3
BUZZ VanEck Social Sentiment ETF 0.8 75 -40 -1.3 -8.8
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.8 20 15 5.0 -2.5
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 0.8 65 -30 2.5 -5.0
ROE Astoria US Quality Kings ETF 0.8 49 -14 8.0 +0.5
THNR Amplify Weight Loss Drug & Treatment ETF 0.8 59 -24 6.2 -1.3
IGM iShares Expanded Tech Sector ETF 0.8 41 -6 5.1 -2.4
MORT VanEck Mortgage REIT Income ETF 0.8 43 -8 17.2 +9.7
NANR SPDR S&P North American Natural Resources ETF 0.8 35 0 9.1 +1.6
CGV Conductor Global Equity Value ETF 0.8 130 -95 9.3 +1.8
FDL First Trust Morningstar Dividend Leaders Index Fund 0.8 45 -10 10.0 +2.5
XAR SPDR S&P Aerospace & Defense ETF 0.8 35 0 2.4 -5.1
MISL First Trust Indxx Aerospace & Defense ETF 0.8 60 -25 2.9 -4.6
BLES Inspire Global Hope ETF 0.7 61 -26 7.2 -0.3
IAT iShares U.S. Regional Banks ETF 0.7 40 -5 11.5 +4.0
OZEM Roundhill GLP-1 & Weight Loss ETF 0.7 59 -24 1.2 -6.3
RUNN Running Oak Efficient Growth ETF 0.7 58 -23 5.2 -2.3
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 0.7 75 -40 4.9 -2.6
HART IQ Healthy Hearts ETF 0.7 45 -10 7.1 -0.4
ISRA VanEck Israel ETF 0.7 59 -24 8.0 +0.5
ITEQ BlueStar Israel Technology ETF 0.7 75 -40 2.2 -5.2
HAPY Harbor Human Capital Factor Unconstrained ETF 0.7 50 -15 3.7 -3.8
PRNT 3D Printing ETF 0.7 66 -31 1.7 -5.8
IVEG iShares Emergent Food and AgTech Multisector ETF 0.7 47 -12 8.9 +1.5
VIDI Vident International Equity Strategy ETF 0.7 61 -26 12.4 +4.9
UTES Virtus Reaves Utilities ETF 0.7 49 -14 4.6 -2.9
URAN Themes Uranium & Nuclear ETF 0.7 35 0 2.7 -4.8
VOLT Tema Electrification ETF 0.7 75 -40 3.4 -4.1
PBW Invesco WilderHill Clean Energy ETF 0.7 66 -31 -6.4 -13.9
PEJ Invesco Leisure and Entertainment ETF 0.7 58 -23 1.3 -6.1
BOTT Themes Robotics & Automation ETF 0.7 35 0 4.8 -2.7
SRET Global X SuperDividend REIT ETF 0.7 59 -24 8.7 +1.2
FDWM Fidelity Women's Leadership ETF 0.7 59 -24 3.5 -4.0
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.7 46 -11 10.9 +3.4
PFM Invesco Dividend Achievers ETF 0.6 53 -18 5.7 -1.8
APUE ActivePassive U.S. Equity ETF 0.6 45 -10 5.7 -1.8
FELG Fidelity Enhanced Large Cap Growth ETF 0.6 18 17 5.7 -1.8
SMOG VanEck Low Carbon Energy ETF 0.6 61 -26 1.6 -5.9
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.6 40 -5 4.3 -3.1
TEMP JPMorgan Climate Change Solutions ETF 0.6 49 -14 6.1 -1.4
XTN SPDR S&P Transportation ETF 0.6 35 0 7.1 -0.4
VIG Vanguard Dividend Appreciation ETF 0.6 6 29 6.3 -1.1
VT Vanguard Total World Stock ETF 0.6 7 28 6.8 -0.7
TOGA Tremblant Global ETF 0.6 69 -34 2.7 -4.8
PSR Invesco Active U.S. Real Estate Fund 0.6 35 0 2.3 -5.2
IQRA IQ CBRE Real Assets ETF 0.6 65 -30 2.7 -4.8
XME SPDR S&P Metals & Mining ETF 0.6 35 0 10.7 +3.2
IDAT iShares Future Cloud 5G and Tech ETF 0.6 47 -12 5.2 -2.2
IEZ iShares U.S. Oil Equipment & Services ETF 0.6 40 -5 5.5 -2.0
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.6 56 -21 6.8 -0.7
USAI Pacer American Energy Independence ETF 0.6 75 -40 4.9 -2.6
XES SPDR S&P Oil & Gas Equipment & Services ETF 0.6 35 0 3.6 -3.9
CZA Invesco Zacks Mid-Cap ETF 0.6 72 -37 6.4 -1.0
IYT iShares US Transportation ETF 0.6 40 -5 6.2 -1.3
BBP Virtus LifeSci Biotech Products ETF 0.6 79 -44 -3.1 -10.5
WTV WisdomTree US Value Fund of Benef Interest 0.5 12 23 10.4 +2.9
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 0.5 60 -25 9.7 +2.3
EATZ AdvisorShares Restaurant ETF 0.5 101 -66 6.3 -1.2
KBWD Invesco KBW High Dividend Yield Financial ETF 0.5 384 -349 11.3 +3.9
CSD Invesco S&P Spin-Off ETF 0.5 65 -30 8.3 +0.8
EATV VegTech Plant-based Innovation & Climate ETF 0.5 75 -40 5.5 -1.9
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 0.5 40 -5 5.1 -2.4
HTEC ROBO Global Healthcare Technology and Innovation ETF 0.5 68 -33 2.7 -4.8
CARZ First Trust NASDAQ Global Auto Index Fund 0.5 70 -35 6.7 -0.8
DESK VanEck Office and Commercial REIT ETF 0.5 50 -15 1.3 -6.2
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.5 75 -40 3.8 -3.6
SSPX Janus Henderson U.S. Sustainable Equity ETF 0.5 55 -20 4.5 -3.0
RNEW VanEck Green Infrastructure ETF 0.5 45 -10 -2.0 -9.5
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 0.5 75 -40 7.2 -0.3
CANC Tema Oncology ETF 0.5 75 -40 -2.0 -9.5
DGRO iShares Core Dividend Growth ETF 0.5 8 27 7.1 -0.4
FILL iShares MSCI Global Energy Producers ETF 0.5 39 -4 13.0 +5.5
ITAN Sparkline Intangible Value ETF 0.5 50 -15 7.2 -0.3
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 0.5 5 30 7.7 +0.3
FFND Future Fund Active ETF 0.5 100 -65 5.1 -2.4
ONLN ProShares Online Retail ETF 0.5 58 -23 3.0 -4.4
FNDX Schwab Fundamental US Large Co. Index ETF 0.5 25 10 8.2 +0.7
LCLG Logan Capital Broad Innovative Growth ETF 0.5 99 -64 5.1 -2.3
BULD Pacer BlueStar Engineering the Future ETF 0.5 60 -25 2.2 -5.3
PNQI Invesco NASDAQ Internet ETF 0.5 60 -25 4.2 -3.3
DGRW WisdomTree US Quality Dividend Growth Fund 0.5 28 7 6.2 -1.3
EINC VanEck Energy Income ETF 0.5 48 -13 5.4 -2.1
EMLP First Trust North American Energy Infrastructure Fund 0.5 95 -60 5.4 -2.1
MLPX Global X MLP & Energy Infrastructure ETF 0.5 45 -10 5.4 -2.1
EIPI FT Energy Income Partners Enhanced Income ETF 0.5 110 -75 6.4 -1.1
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.4 50 -15 7.1 -0.4
GWX SPDR S&P International Small Cap ETF 0.4 40 -5 6.6 -0.9
PTL Inspire 500 ETF 0.4 9 26 5.8 -1.7
OALC OneAscent Large Cap Core ETF 0.4 86 -51 5.1 -2.4
XDAT Franklin Exponential Data ETF 0.4 50 -15 2.3 -5.2
WISE Themes Generative Artificial Intelligence ETF 0.4 35 0 0.7 -6.8
RJMG FT Raymond James Multicap Growth Equity ETF 0.4 85 -50 2.8 -4.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.4 9 26 6.6 -0.9
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.4 56 -21 12.8 +5.3
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.4 15 20 5.5 -2.0
SHPP Pacer Industrials and Logistics ETF 0.4 60 -25 5.5 -2.0
IUS Invesco RAFI Strategic US ETF 0.4 19 16 7.7 +0.2
BIBL Inspire 100 ETF 0.4 35 0 5.1 -2.4
EIS iShares MSCI Israel ETF 0.4 58 -23 8.7 +1.3
SAMT Strategas Macro Thematic Opportunities ETF 0.4 65 -30 3.9 -3.6
SOCL Global X Social Media ETF 0.4 65 -30 14.3 +6.9
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 0.4 41 -6 3.0 -4.5
NBCC Neuberger Berman Next Generation Connected Consumer ETF 0.4 56 -21 2.7 -4.8
BUYZ Franklin Disruptive Commerce ETF 0.4 50 -15 2.8 -4.7
DIVB iShares Core Dividend ETF 0.4 5 30 8.3 +0.8
GQQQ Astoria US Quality Growth Kings ETF 0.3 35 0 6.1 -1.4
VICE AdvisorShares Vice ETF 0.3 99 -64 6.5 -1.0
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.3 33 2 11.2 +3.7
LIVR Intelligent Livermore ETF 0.3 69 -34 8.8 +1.3
AFLG First Trust Active Factor Large Cap ETF 0.3 55 -20 7.1 -0.4
TOKE Cambria Cannabis ETF 0.3 42 -7 1.5 -6.0
UDI USCF Dividend Income Fund 0.3 65 -30 7.0 -0.5
BMED Future Health ETF 0.3 85 -50 2.6 -4.9
IUSG iShares Core S&P U.S. Growth ETF 0.3 4 31 5.2 -2.3
CLOD Themes Cloud Computing ETF 0.3 35 0 2.3 -5.2
SCHK Schwab 1000 Index ETF 0.3 5 30 6.0 -1.5
CUT Invesco MSCI Global Timber ETF 0.3 61 -26 9.7 +2.3
FBCG Fidelity Blue Chip Growth ETF 0.3 59 -24 3.8 -3.7
WOOD iShares Global Timber & Forestry ETF 0.3 42 -7 10.2 +2.7
SMOT VanEck Morningstar SMID Moat ETF 0.3 49 -14 7.9 +0.4
PRAY FIS Christian Stock Fund 0.3 69 -34 5.8 -1.7
PTEC Global X PropTech ETF 0.3 50 -15 2.6 -4.9
PICK iShares MSCI Global Metals & Mining Producers ETF 0.3 39 -4 15.0 +7.6
DWLD Davis Select Worldwide ETF 0.3 63 -28 7.9 +0.4
WDNA WisdomTree BioRevolution Fund 0.3 45 -10 0.0 -7.5
PPH VanEck Pharmaceutical ETF 0.3 36 -1 10.5 +3.0
TINY ProShares Nanotechnology ETF 0.3 58 -23 6.4 -1.1
IYG iShares US Financial Services ETF 0.3 40 -5 6.5 -1.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.3 11 24 5.9 -1.6
EVX VanEck Environmental Services ETF 0.3 55 -20 2.7 -4.8
FTAG First Trust Indxx Global Agriculture ETF 0.3 70 -35 8.3 +0.9
IMCG iShares Morningstar Mid-Cap Growth ETF 0.3 6 29 4.4 -3.0
STXV Strive 1000 Value ETF 0.3 18 17 8.9 +1.4
IUSV iShares Core S&P US Value ETF 0.3 4 31 7.3 -0.2
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.3 35 0 6.4 -1.1
HDV iShares Core High Dividend ETF 0.2 8 27 7.2 -0.3
HELX Franklin Genomic Advancements ETF 0.2 50 -15 0.1 -7.4
LUX Tema Luxury ETF 0.2 75 -40 2.8 -4.7
KNCT Invesco Next Gen Connectivity ETF 0.2 40 -5 5.4 -2.1
HAIL SPDR S&P Kensho Smart Mobility ETF 0.2 45 -10 2.3 -5.2
ICAP InfraCap Equity Income Fund ETF 0.2 171 -136 5.9 -1.6
PAWZ ProShares Pet Care ETF 0.2 50 -15 4.0 -3.5
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 0.2 40 -5 5.2 -2.3
IYY iShares Dow Jones U.S. ETF 0.2 20 15 5.8 -1.7
FDN First Trust Dow Jones Internet Index Fund 0.2 52 -17 3.8 -3.7
FDND FT Vest Dow Jones Internet & Target Income ETF 0.2 75 -40 3.6 -3.9
BEDZ AdvisorShares Hotel ETF 0.2 100 -65 2.9 -4.6
FSST Fidelity Sustainable U.S. Equity ETF 0.2 59 -24 4.8 -2.7
IZRL ARK Israel Innovative Technology ETF 0.2 49 -14 1.4 -6.0
DFIS Dimensional International Small Cap ETF 0.2 39 -4 7.8 +0.3
TMFM Motley Fool Mid-Cap Growth ETF 0.2 85 -50 4.0 -3.5
DLS WisdomTree International SmallCap Dividend Fund 0.2 58 -23 8.9 +1.4
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.2 47 -12 5.6 -1.9
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 0.2 12 23 5.7 -1.8
SLX VanEck Steel ETF 0.2 56 -21 19.4 +11.9
EBIZ Global X E-Commerce ETF 0.2 50 -15 4.9 -2.6
STXG Strive 1000 Growth ETF 0.2 18 17 4.7 -2.7
VGSR Vert Global Sustainable Real Estate ETF 0.2 47 -12 2.9 -4.6
NANC Unusual Whales Subversive Democratic Trading ETF 0.2 75 -40 4.5 -3.0
ACVF American Conservative Values ETF 0.2 75 -40 5.3 -2.2
NURE Nuveen Short-Term REIT ETF 0.2 35 0 1.6 -5.9
DSI iShares MSCI KLD 400 Social ETF 0.2 25 10 5.6 -1.9
IQDG WisdomTree International Quality Dividend Growth Fund 0.2 42 -7 7.3 -0.2
GGME Invesco Next Gen Media and Gaming ETF 0.1 60 -25 5.4 -2.1
BOTZ Global X Robotics & Artificial Intelligence ETF 0.1 69 -34 2.9 -4.6
CBSE Clough Select Equity ETF 0.1 85 -50 1.8 -5.7
IMCB iShares Morningstar Mid-Cap ETF 0.1 4 31 6.4 -1.0
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.1 65 -30 3.8 -3.7
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.1 45 -10 3.8 -3.7
SCZ iShares MSCI EAFE Small-Cap ETF 0.1 40 -5 7.3 -0.2
DURA VanEck Durable High Dividend ETF 0.1 29 6 9.2 +1.7
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 -4 6.2 -1.3
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.1 42 -7 7.0 -0.5
ENOR iShares MSCI Norway ETF 0.1 53 -18 10.7 +3.3
FYLD Cambria Foreign Shareholder Yield ETF 0.1 59 -24 13.0 +5.5
IVAL Alpha Architect International Quantitative Value ETF 0.1 49 -14 10.7 +3.2
NORW Global X MSCI Norway ETF 0.1 50 -15 10.7 +3.3
VCLN Virtus Duff & Phelps Clean Energy ETF 0.1 59 -24 6.4 -1.1
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.1 58 -23 6.6 -0.9
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 17 5.0 -2.4
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.1 58 -23 5.7 -1.8
EIRL iShares MSCI Ireland ETF 0.1 50 -15 8.8 +1.3
SCHC Schwab International Small-Cap Equity ETF 0.1 11 24 7.0 -0.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.1 50 -15 4.6 -2.9
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 -30 8.6 +1.1
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 -14 7.3 -0.2
STXD Strive 1000 Dividend Growth ETF 0.1 35 0 5.3 -2.1
ARGT Global X MSCI Argentina ETF 0.1 59 -24 4.0 -3.5
AWAY ETFMG Travel Tech ETF 0.1 76 -41 0.1 -7.4
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.1 86 -51 14.9 +7.4
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 0.1 86 -51 0.4 -7.1
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.1 70 -35 4.6 -2.9
NDIV Amplify Natural Resources Dividend Income ETF 0.1 59 -24 11.4 +3.9
IEUS iShares MSCI Europe Small-Cap ETF 0.1 42 -7 7.1 -0.4
AVSD Avantis Responsible International Equity ETF 0.1 23 12 6.9 -0.6
DTH WisdomTree International High Dividend Fund 0.1 58 -23 9.2 +1.7
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 0.1 58 -23 -3.9 -11.4
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.1 7 28 7.1 -0.4
CNRG SPDR S&P Kensho Clean Power ETF 0.1 45 -10 -0.1 -7.5
DRIV Global X Autonomous & Electric Vehicles ETF 0.1 68 -33 7.5 +0.1
HYDR Global X Hydrogen ETF 0.1 50 -15 -8.8 -16.3
LBO WHITEWOLF Publicly Listed Private Equity ETF 0.1 70 -35 9.0 +1.6
VEGN US Vegan Climate ETF 0.1 60 -25 5.1 -2.4
SCHG Schwab U.S. Large-Cap Growth ETF 0.1 4 31 4.8 -2.7
ILCG iShares Morningstar Growth ETF 0.1 4 31 4.5 -3.0
ARB AltShares Merger Arbitrage ETF 0.1 77 -42 4.0 -3.5
QTUM Defiance Quantum ETF 0.1 40 -5 8.4 +0.9
SPRE SP Funds S&P Global REIT Sharia ETF 0.1 55 -20 2.5 -4.9
FDFF Fidelity Disruptive Finance ETF 0.1 50 -15 4.4 -3.0
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 5 8.8 +1.3
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.1 58 -23 7.5 +0.0
YOLO AdvisorShares Pure Cannabis ETF 0.0 103 -68 -4.6 -12.0
BLOK Amplify Transformational Data Sharing ETF 0.0 75 -40 0.4 -7.0
RAFE PIMCO RAFI ESG U.S. ETF 0.0 29 6 7.9 +0.4
BWEB Bitwise Web3 ETF 0.0 85 -50 0.2 -7.3
OCFS Otter Creek Focus Strategy ETF 0.0 85 -50 5.0 -2.5
DFIC Dimensional International Core Equity 2 ETF 0.0 23 12 8.0 +0.5
DFSI Dimensional International Sustainability Core 1 ETF 0.0 24 11 6.6 -0.9
BETZ Roundhill Sports Betting & iGaming ETF 0.0 75 -40 2.0 -5.5
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 0.0 61 -26 1.6 -5.9
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 0.0 85 -50 -1.5 -9.0
HERO Global X Video Games & Esports ETF 0.0 50 -15 4.5 -3.0
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.0 61 -26 -1.1 -8.6
IGPT Invesco AI and Next Gen Software ETF 0.0 60 -25 5.5 -2.0
ILCB iShares Morningstar U.S. Equity ETF 0.0 3 32 5.9 -1.6
SCHX Schwab U.S. Large-Cap ETF 0.0 3 32 5.9 -1.6
CNCR Range Cancer Therapeutics ETF 0.0 79 -44 0.0 -7.5
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.0 40 -5 7.6 +0.2
DWM WisdomTree International Equity Fund 0.0 48 -13 7.7 +0.2
GDXJ VanEck Junior Gold Miners ETF 0.0 52 -17 4.3 -3.2
JHML John Hancock Multifactor Large Cap ETF 0.0 29 6 6.4 -1.1
IEFA iShares Core MSCI EAFE ETF 0.0 7 28 7.4 -0.0
DFIV Dimensional International Value ETF 0.0 27 8 10.6 +3.1
IDEV iShares Core MSCI International Developed Markets ETF 0.0 4 31 7.5 -0.0
EPS WisdomTree U.S. LargeCap Fund 0.0 8 27 6.8 -0.7
PINK Simplify Health Care ETF 0.0 50 -15 1.0 -6.5
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.0 39 -4 8.4 +0.9
IXUS iShares Core MSCI Total International Stock ETF 0.0 7 28 8.5 +1.0
DFAI Dimensional International Core Equity Market ETF 0.0 18 17 7.7 +0.2
IEUR iShares Core MSCI Europe ETF 0.0 11 24 7.5 +0.0
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 32 7.6 +0.1
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 28 11.5 +4.0
VEA Vanguard FTSE Developed Markets ETF 0.0 5 30 7.6 +0.2
VSGX Vanguard ESG International Stock ETF 0.0 12 23 8.4 +0.9
VGK Vanguard FTSE Europe ETF 0.0 11 24 7.6 +0.1
VXUS Vanguard Total International Stock ETF 0.0 7 28 8.5 +1.0
DFVX Dimensional US Large Cap Vector ETF 0.0 22 13 7.1 -0.4
AVDE Avantis International Equity ETF 0.0 23 12 8.0 +0.5

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 Franklin U.S. Small Cap Multifactor Index ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

OVERWEIGHT
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 14.8 %
Divided by: Fwd. P/BV 1.9 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 7.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.59 CATEGORY
AVERAGE		 1.58
 
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.