First Trust Mid Cap Value AlphaDEX Fund
ALTAR
Score™
9.8% info Recommen-
dation
SPECULATIVE
2025E    2026E
P/E
ratio
11.7x P/Sales
ratio
0.9x
P/BV
ratio
1.5x Div.
yield
2.4%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
First Trust Mid Cap Value AlphaDEX Fund seeks investment results that correspond to the Defined Mid Cap Value Index.

FUND BASICS
Category US Equities
Fund Sponsor First Trust Advisors LP
Website www.ftportfolios.com
Inception date Apr 19, 2011
Assets (mns) $214
Currency USD
Expense ratio 70 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 226
Wgt avg mkt cap (mns) $7,199
Large cap (>$10bn) 13.8%
Mid cap ($2-10bn) 83.1%
Small cap (<$2bn) 2.4%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
VORNADO REALTY TRUST 0.9 %
SIRIUS XM HOLDINGS INC 0.9 %
COMMERCIAL METALS CO 0.9 %
KILROY REALTY CORP 0.9 %
MACY'S INC 0.9 %
LITHIA MOTORS INC-CL A 0.8 %
SKYWORKS SOLUTIONS INC 0.8 %
SOLVENTUM CORP 0.8 %
EPR PROPERTIES 0.8 %
GRAPHIC PACKAGING HOLDING CO 0.8 %
Total 8.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 93.6 %
BERMUDA 3.0 %
SWITZERLAND 0.3 %
PUERTO RICO 0.3 %
IRELAND 0.2 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
8.5% 28.7% 7.7% 9.5% 9.1%

Market Correlations
versus... Beta R-squared
S&P500 0.86 42%
MSCI EAFE 0.63 31%
MSCI Emg. Mkts. 0.39 20%

Technical Indicators
Recent close $59.40
30d moving avg. $59.25
Annualized volatility 21.0%
Short interest (ETF) 0.3%
Short interest (Underlying) 3.8%
Relative strength (RSI) 53

Liquidity measures
Avg. volume (thou.) 5
Turnover 0.1%
Bid/Ask (% of price) 0.17%
ADV underlying (mns) $9,460

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 968 potential alternatives to the First Trust Mid Cap Value AlphaDEX Fund ETF based on the alternatives' overlap in portfolio holdings with FNK. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: FNK Expense: 70 bp ALTAR Score™: 9.8%


ALTERNATIVE ETFs BASED ON OVERLAP WITH FNK
Ticker Fund
Name
Overlap1
vs FNK
(%)
Expense
ratio
(bp)
Savings
vs FNK
(bp)
ALTAR
Score™
(%)
ALTAR
vs FNK
(%)
EZM WisdomTree U.S. MidCap Fund 40.8 38 32 7.9 -1.9
DON WisdomTree U.S. MidCap Dividend Fund 38.3 38 32 8.2 -1.6
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 37.5 15 55 7.9 -1.9
IJJ iShares S&P Mid-Cap 400 Value ETF 37.5 18 52 7.9 -1.9
IVOV Vanguard S&P Mid-Cap 400 Value ETF 37.3 10 60 8.0 -1.8
DFAT Dimensional U.S. Targeted Value ETF 36.8 28 42 8.6 -1.1
ISCV iShares Morningstar Small Cap Value ETF 33.6 6 64 7.8 -2.0
DFSV Dimensional US Small Cap Value ETF 32.6 31 39 8.8 -0.9
RWK Invesco S&P MidCap 400 Revenue ETF 29.8 39 31 7.7 -2.1
JHSC John Hancock Multifactor Small Cap ETF 29.8 42 28 6.0 -3.8
FAB First Trust Multi Cap Value AlphaDEX Fund 29.2 67 3 8.7 -1.0
VBR Vanguard Small Cap Value ETF 28.9 7 63 7.8 -1.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 28.1 15 55 6.6 -3.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 28.0 15 55 6.0 -3.8
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 27.3 60 10 6.4 -3.3
AFMC First Trust Active Factor Mid Cap ETF 26.6 65 5 6.8 -2.9
USVM VictoryShares US Small Mid Cap Value Momentum ETF 26.3 25 45 7.7 -2.1
MDY SPDR S&P Midcap 400 ETF Trust 26.3 23 47 5.8 -4.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 26.2 7 63 5.1 -4.6
IJH iShares Core S&P Mid-Cap ETF 25.5 5 65 6.0 -3.8
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 25.5 3 67 6.0 -3.8
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 25.4 55 15 8.9 -0.9
IVOO Vanguard S&P Mid-Cap 400 ETF 25.3 7 63 5.9 -3.8
TPSC Timothy Plan US Small Cap Core ETF 25.3 52 18 6.7 -3.1
GVLU Gotham 1000 Value ETF 24.5 50 20 8.3 -1.5
XJH iShares ESG Screened S&P Mid-Cap ETF 24.0 12 58 5.8 -4.0
XMVM Invesco S&P MidCap Value with Momentum ETF 24.0 39 31 7.5 -2.2
SMOX Horizon Small/Mid Cap Core Equity ETF 23.6 75 -5 5.2 -4.5
RFV Invesco S&P Midcap 400 Pure Value ETF 23.3 35 35 11.0 +1.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 23.1 4 66 5.5 -4.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 22.9 24 46 7.1 -2.7
ISCB iShares Morningstar Small-Cap ETF 22.8 4 66 5.3 -4.4
SCHM Schwab U.S. Mid-Cap ETF 22.2 4 66 5.6 -4.1
FSMD Fidelity Small-Mid Multifactor ETF 21.8 15 55 6.4 -3.4
STXK Strive Small-Cap ETF 21.5 18 52 5.2 -4.6
DFAS Dimensional U.S. Small Cap ETF 21.3 26 44 5.5 -4.2
STXM Strive Mid-Cap ETF 21.1 18 52 5.8 -3.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 20.9 17 53 4.8 -4.9
IQSM IQ Candriam U.S. Mid Cap Equity ETF 20.4 15 55 5.0 -4.8
AUSF Global X Adaptive U.S. Factor ETF 19.8 27 43 8.2 -1.6
AVUV Avantis U.S. Small Cap Value ETF 19.7 25 45 7.9 -1.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 19.5 24 46 5.9 -3.9
CSA VictoryShares US Small Cap Volatility Wtd ETF 19.4 35 35 6.6 -3.2
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 19.3 80 -10 7.0 -2.8
BKSE BNY Mellon US Small Cap Core Equity ETF 19.3 4 66 5.2 -4.6
VB Vanguard Small-Cap ETF 18.9 5 65 5.1 -4.7
FLDZ RiverNorth Patriot ETF 18.9 75 -5 5.7 -4.1
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 18.5 35 35 9.0 -0.7
ONEY State Street SPDR Russell 1000 Yield Focus ETF 17.9 20 50 8.5 -1.2
NIXT Research Affiliates Deletions ETF 17.7 9 61 6.5 -3.2
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 17.7 35 35 6.3 -3.5
FXO First Trust Financials AlphaDEX Fund 17.6 62 8 8.6 -1.2
VFVA Vanguard U.S. Value Factor ETF 17.4 13 57 9.4 -0.3
JVAL JPMorgan U.S. Value Factor ETF 17.1 12 58 6.5 -3.3
SIXL ETC 6 Meridian Low Beta Equity ETF 17.0 80 -10 6.2 -3.6
DSMC Distillate Small/Mid Cash Flow ETF 16.7 55 15 10.8 +1.1
SMMD iShares Russell 2500 ETF 16.5 15 55 5.4 -4.4
JHMM John Hancock Multifactor Mid Cap ETF 16.1 42 28 5.3 -4.4
NUSC Nuveen ESG Small-Cap ETF 16.1 31 39 4.8 -4.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 16.1 18 52 6.8 -2.9
FLOW Global X U.S. Cash Flow Kings 100 ETF 16.0 25 45 11.0 +1.2
CVY Invesco Zacks Multi-Asset Income ETF 16.0 106 -36 10.1 +0.4
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 16.0 20 50 7.3 -2.4
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 15.8 60 10 5.9 -3.9
AVMV Avantis U.S. Mid Cap Value ETF 15.3 20 50 7.2 -2.5
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 15.2 48 22 8.0 -1.8
XMLV Invesco S&P MidCap Low Volatility ETF 15.1 25 45 7.0 -2.7
FXD First Trust Consumer Discretionary AlphaDEX Fund 15.1 61 9 7.9 -1.9
EQAL Invesco Russell 1000 Equal Weight ETF 14.9 20 50 6.0 -3.7
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 14.7 40 30 7.0 -2.8
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 14.7 20 50 5.8 -4.0
SMLF iShares U.S. SmallCap Equity Factor ETF 14.5 15 55 4.8 -4.9
VXF Vanguard Extended Market ETF 14.4 5 65 3.7 -6.1
SYLD Cambria Shareholder Yield ETF 14.3 59 11 10.4 +0.6
VFMF Vanguard U.S. Multifactor ETF 14.1 18 52 6.5 -3.2
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 13.9 15 55 7.6 -2.2
CALF Pacer US Small Cap Cash Cows 100 ETF 13.4 59 11 8.9 -0.8
DVY iShares Select Dividend ETF 13.3 38 32 8.2 -1.6
SCHA Schwab U.S. Small-Cap ETF 13.1 4 66 4.2 -5.5
LSAF LeaderShares AlphaFactor US Core Equity ETF 13.0 75 -5 6.1 -3.7
EBI Longview Advantage ETF 12.4 35 35 5.8 -4.0
VAMO Cambria Value & Momentum ETF 12.3 61 9 5.3 -4.5
WSML iShares MSCI World Small-Cap ETF 12.3 15 55 5.2 -4.5
SLYV State Street SPDR S&P 600 Small Cap Value ETF 12.2 15 55 8.9 -0.8
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 12.2 20 50 5.8 -3.9
IJS iShares S&P Small-Cap 600 Value ETF 12.1 18 52 8.8 -0.9
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 12.1 30 40 7.6 -2.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 12.0 10 60 8.9 -0.8
AVMC Avantis U.S. Mid Cap Equity ETF 11.9 18 52 5.9 -3.8
DEUS Xtrackers Russell US Multifactor ETF 11.9 17 53 6.4 -3.4
FNDA Schwab Fundamental US Small Co. Index ETF 11.6 25 45 6.0 -3.7
KBE State Street SPDR S&P Bank ETF 11.3 35 35 9.0 -0.8
HOMZ Hoya Capital Housing ETF 11.2 30 40 10.5 +0.7
IWS iShares Russell Mid-Cap Value ETF 11.1 23 47 6.0 -3.8
IWN iShares Russell 2000 Value ETF 10.7 24 46 4.7 -5.0
VTWV Vanguard Russell 2000 Value ETF 10.6 10 60 4.9 -4.9
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 10.2 12 58 3.5 -6.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 10.1 25 45 4.8 -5.0
ISCG iShares Morningstar Small-Cap Growth ETF 10.0 6 64 2.7 -7.1
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 9.8 61 9 6.0 -3.8
USMF WisdomTree U.S. Multifactor Fund 9.7 28 42 6.4 -3.4
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 9.7 3 67 6.4 -3.4
JPSV JPMorgan Active Small Cap Value ETF 9.6 74 -4 7.5 -2.2
VIOO Vanguard S&P Small-Cap 600 ETF 9.6 7 63 6.2 -3.6
XMMO Invesco S&P MidCap Momentum ETF 9.5 34 36 3.2 -6.6
IJR iShares Core S&P Small Cap ETF 9.5 6 64 6.3 -3.5
FVD First Trust Value Line Dividend Index Fund 9.4 65 5 5.9 -3.9
IWR iShares Russell Midcap ETF 9.2 19 51 5.3 -4.5
RNMC First Trust Mid Cap US Equity Select ETF 9.2 60 10 6.6 -3.1
FSCS First Trust SMID Capital Strength ETF 9.2 60 10 7.2 -2.6
ISMD Inspire Small/Mid Cap ETF 8.9 54 16 5.0 -4.8
KRE State Street SPDR S&P Regional Banking ETF 8.8 35 35 8.9 -0.9
SDY State Street SPDR S&P Dividend ETF 8.8 35 35 6.2 -3.6
SFLO VictoryShares Small Cap Free Cash Flow ETF 8.7 49 21 8.0 -1.8
VFQY Vanguard U.S. Quality Factor ETF 8.7 13 57 5.5 -4.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 8.6 39 31 3.5 -6.2
SMCF Themes US Small Cap Cash Flow Champions ETF 8.6 29 41 9.9 +0.2
RNIN Bushido Capital US SMID Cap Equity ETF 8.6 70 0 10.6 +0.8
ETHO Etho Climate Leadership U.S. ETF 8.5 47 23 4.2 -5.6
ECML Euclidean Fundamental Value ETF 8.5 95 -25 8.9 -0.9
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 8.5 29 41 6.4 -3.4
XRT State Street SPDR S&P Retail ETF 8.4 35 35 7.7 -2.1
ROUS Hartford Multifactor US Equity ETF 8.4 19 51 5.2 -4.6
VRAI Virtus Real Asset Income ETF 8.4 55 15 8.3 -1.5
PKW Invesco Buyback Achievers ETF 8.4 62 8 7.4 -2.4
DXUV Dimensional US Vector Equity ETF 8.3 28 42 5.2 -4.6
FTXO First Trust Nasdaq Bank ETF 8.3 60 10 7.9 -1.9
KIE State Street SPDR S&P Insurance ETF 8.3 35 35 7.3 -2.5
DEW WisdomTree Global High Dividend Fund 8.3 58 12 7.3 -2.5
RDIV Invesco S&P Ultra Dividend Revenue ETF 8.3 39 31 9.6 -0.2
GRPM Invesco S&P MidCap 400 GARP ETF 8.3 35 35 6.7 -3.0
WTV WisdomTree US Value ETF 8.3 12 58 7.7 -2.1
QDEF FlexShares Quality Dividend Defensive Index Fund 8.1 37 33 5.3 -4.5
DHS WisdomTree U.S. High Dividend Fund 8.0 38 32 8.2 -1.5
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 7.9 60 10 7.6 -2.2
SURE AdvisorShares Insiders Advantage ETF 7.9 90 -20 7.7 -2.0
DES WisdomTree U.S. SmallCap Dividend Fund 7.8 38 32 8.2 -1.6
QVAL Alpha Architect US Quantitative Value ETF 7.8 39 31 9.4 -0.4
OSCV Opus Small Cap Value ETF 7.8 79 -9 6.0 -3.8
DGLO First Trust RBA Deglobalization ETF 7.7 70 0 5.3 -4.5
IJK iShares S&P Mid-Cap 400 Growth ETF 7.5 17 53 3.9 -5.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 7.5 10 60 4.0 -5.8
LST Leuthold Select Industries ETF 7.5 91 -21 4.6 -5.2
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 7.5 15 55 4.0 -5.8
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF 7.4 35 35 9.8 +0.0
RSSL Global X Russell 2000 ETF 7.3 8 62 2.6 -7.1
AVLV Avantis U.S. Large Cap Value ETF 7.3 15 55 5.7 -4.1
RPV Invesco S&P 500 Pure Value ETF 7.2 35 35 8.8 -1.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 7.2 15 55 6.2 -3.6
FCG First Trust Natural Gas ETF 7.2 60 10 13.5 +3.8
XSVM Invesco S&P SmallCap Value with Momentum ETF 7.2 36 34 8.3 -1.5
ITAN Sparkline Intangible Value ETF 7.2 50 20 5.7 -4.1
IEO iShares U.S. Oil & Gas Exploration & Production ETF 7.2 40 30 9.6 -0.1
IWM iShares Russell 2000 ETF 7.1 19 51 2.6 -7.2
FMDE Fidelity Enhanced Mid Cap ETF 7.1 23 47 5.3 -4.5
XMHQ Invesco S&P MidCap Quality ETF 7.0 25 45 5.8 -3.9
FLQS Franklin U.S. Small Cap Multifactor Index ETF 7.0 35 35 6.1 -3.6
XJR iShares ESG Screened S&P Small-Cap ETF 7.0 12 58 6.1 -3.6
KBWR Invesco KBW Regional Banking ETF 7.0 35 35 8.2 -1.6
FFSM Fidelity Fundamental Small-Mid Cap ETF 6.8 43 27 4.7 -5.0
PXE Invesco Energy Exploration & Production ETF 6.8 60 10 11.5 +1.8
VLU State Street SPDR S&P 1500 Value Tilt ETF 6.8 12 58 6.1 -3.6
RFG Invesco S&P Midcap 400 Pure Growth ETF 6.7 35 35 4.2 -5.5
FLRG Fidelity U.S. Multifactor ETF 6.7 15 55 5.7 -4.0
VALQ American Century U.S. Quality Value ETF 6.7 29 41 7.0 -2.8
BFOR ALPS Barron's 400 ETF 6.7 65 5 4.9 -4.8
TAX Cambria Tax Aware ETF 6.6 49 21 4.0 -5.8
RWJ Invesco S&P SmallCap 600 Revenue ETF 6.6 39 31 7.4 -2.3
WBIY WBI Power Factor High Dividend ETF 6.6 100 -30 12.2 +2.5
QDF FlexShares Quality Dividend Index Fund 6.6 37 33 5.2 -4.5
OPTZ Optimize Strategy Index ETF 6.6 50 20 3.2 -6.6
RSP Invesco S&P 500 Equal Weight ETF 6.6 20 50 5.8 -3.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 6.5 58 12 5.0 -4.8
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 6.4 49 21 6.1 -3.6
FDL First Trust Morningstar Dividend Leaders Index Fund 6.4 45 25 9.1 -0.7
IAK iShares U.S. Insurance ETF 6.4 40 30 7.3 -2.4
STXV Strive 1000 Value ETF 6.3 18 52 6.8 -3.0
DFUV Dimensional US Marketwide Value ETF 6.3 22 48 6.0 -3.8
AFSM First Trust Active Factor Small Cap ETF 6.3 75 -5 5.7 -4.1
AFLG First Trust Active Factor Large Cap ETF 6.3 55 15 4.9 -4.9
VTWO Vanguard Russell 2000 ETF 6.3 7 63 2.7 -7.1
AVSC Avantis U.S Small Cap Equity ETF 6.3 25 45 4.6 -5.1
PEY Invesco High Yield Equity Dividend Achievers ETF 6.2 52 18 9.0 -0.8
PSC Principal U.S. Small-Cap ETF 6.2 38 32 3.6 -6.1
LNGX Global X U.S. Natural Gas ETF 6.2 45 25 10.1 +0.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 6.2 29 41 5.4 -4.3
AVIE Avantis  Inflation Focused Equity ETF 6.1 25 45 6.1 -3.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 6.1 20 50 4.0 -5.8
FCPI Fidelity Stocks for Inflation ETF 6.0 15 55 5.7 -4.1
DRLL Strive U.S. Energy ETF 6.0 41 29 7.6 -2.1
DFAC Dimensional U.S. Core Equity 2 ETF 6.0 17 53 4.6 -5.2
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 6.0 15 55 6.4 -3.4
DVLU First Trust Dorsey Wright Momentum & Value ETF 5.9 60 10 6.1 -3.6
BLES Inspire Global Hope ETF 5.9 61 9 5.6 -4.1
COPY Tweedy, Browne Insider + Value ETF 5.9 80 -10 14.7 +5.0
FTXN First Trust Nasdaq Oil & Gas ETF 5.8 60 10 8.4 -1.3
SMOT VanEck Morningstar SMID Moat ETF 5.8 49 21 6.3 -3.5
ITB iShares U.S. Home Construction ETF 5.7 40 30 12.3 +2.5
FXL First Trust Technology AlphaDEX Fund 5.7 61 9 4.5 -5.2
IAT iShares U.S. Regional Banks ETF 5.6 40 30 8.6 -1.2
AVSU Avantis Responsible U.S. Equity ETF 5.6 15 55 4.8 -5.0
FESM Fidelity Enhanced Small Cap ETF 5.6 28 42 2.2 -7.5
FVAL Fidelity Value Factor ETF 5.6 15 55 5.7 -4.0
FENY Fidelity MSCI Energy Index ETF 5.6 8 62 6.7 -3.1
TMFX Motley Fool Next Index ETF 5.5 50 20 2.9 -6.9
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 5.5 5 65 7.1 -2.6
CCNR ALPS CoreCommodity Natural Resources ETF 5.4 39 31 7.7 -2.1
FNDB Schwab Fundamental US Broad Market Index ETF 5.4 25 45 6.1 -3.7
WCEO Hypatia Women CEO ETF 5.4 85 -15 4.7 -5.1
FXN First Trust Energy AlphaDEX Fund 5.3 62 8 9.9 +0.1
SQLV Royce Quant Small-Cap Quality Value ETF 5.3 60 10 8.0 -1.8
REVS Columbia Research Enhanced Value ETF 5.2 19 51 6.6 -3.2
PTL Inspire 500 ETF 5.2 9 61 4.2 -5.6
PRF Invesco FTSE RAFI US 1000 ETF 5.2 34 36 5.5 -4.2
IYF iShares U.S. Financials ETF 5.2 40 30 5.9 -3.8
NANR SPDR S&P North American Natural Resources ETF 5.2 35 35 6.2 -3.6
AKAF The Frontier Economic Fund 5.1 20 50 5.1 -4.6
AVUS Avantis U.S. Equity ETF 5.1 15 55 4.6 -5.1
FNCL Fidelity MSCI Financials Index ETF 5.1 8 62 6.4 -3.4
VFH Vanguard Financials ETF 5.1 9 61 6.4 -3.4
FTDS First Trust Dividend Strength ETF 5.0 70 0 7.2 -2.5
FNDX Schwab Fundamental US Large Co. Index ETF 4.9 25 45 6.1 -3.7
TPHE Timothy Plan High Dividend Stock Enhanced ETF 4.9 54 16 5.9 -3.9
SRHQ SRH U.S. Quality ETF 4.9 35 35 6.3 -3.5
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 4.9 7 63 10.2 +0.4
IGE iShares North American Natural Resources ETF 4.9 41 29 5.6 -4.2
HWAY Themes US Infrastructure ETF 4.9 29 41 4.5 -5.3
DCOR Dimensional US Core Equity 1 ETF 4.9 14 56 4.5 -5.3
SMDV ProShares Russell 2000 Dividend Growers ETF 4.9 40 30 7.0 -2.7
VAW Vanguard Materials ETF 4.8 9 61 4.9 -4.8
SVAL iShares US Small Cap Value Factor ETF 4.8 20 50 7.3 -2.4
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 4.8 52 18 4.9 -4.9
MFVL Motley Fool Value Factor ETF 4.8 50 20 5.8 -4.0
PPTY US Diversified Real Estate ETF 4.8 53 17 7.6 -2.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 4.7 39 31 2.3 -7.5
SSPY Syntax Stratified LargeCap ETF 4.7 30 40 6.0 -3.8
DSTL Distillate US Fundamental Stability & Value ETF 4.7 39 31 7.8 -2.0
FMAT Fidelity MSCI Materials Index ETF 4.7 8 62 4.9 -4.8
DIVB iShares Core Dividend ETF 4.7 5 65 6.8 -3.0
VDE Vanguard Energy ETF 4.7 9 61 6.6 -3.1
DFSU Dimensional US Sustainability Core 1 ETF 4.7 18 52 4.6 -5.2
LVDS JPMorgan Fundamental Data Science Large Value ETF 4.6 49 21 4.9 -4.9
XSHQ Invesco S&P SmallCap Quality ETF 4.6 29 41 6.8 -3.0
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 4.6 60 10 9.2 -0.6
RNSC Furst Trust Small Cap US Equity Select ETF 4.6 60 10 4.6 -5.1
FSGS First Trust SMID Growth Strength ETF 4.6 60 10 4.9 -4.8
IYE iShares U.S. Energy ETF 4.5 40 30 6.5 -3.2
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 4.5 60 10 -0.9 -10.6
VCR Vanguard Consumer Discretionary ETF 4.5 9 61 4.4 -5.4
TMDV ProShares Russell US Dividend Growers ETF 4.5 35 35 6.4 -3.3
KRMA Global X Conscious Companies ETF 4.4 43 27 5.0 -4.8
FTXR First Trust Nasdaq Transportation ETF 4.4 60 10 6.5 -3.2
KBWP Invesco KBW Property & Casualty Insurance ETF 4.4 35 35 7.7 -2.1
IUS Invesco RAFI Strategic US ETF 4.3 19 51 5.5 -4.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 4.3 10 60 3.7 -6.1
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 4.3 15 55 3.7 -6.1
IJT iShares S&P Small-Cap 600 Growth ETF 4.2 18 52 3.7 -6.1
CFA VictoryShares US 500 Volatility Wtd ETF 4.2 35 35 5.3 -4.4
ROSC Hartford Multifactor Small Cap ETF 4.2 34 36 7.2 -2.5
JQUA JPMorgan U.S. Quality Factor ETF 4.2 12 58 4.8 -5.0
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 4.2 27 43 6.7 -3.1
RWR State Street SPDR Dow Jones REIT ETF 4.2 25 45 6.8 -3.0
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 4.2 40 30 5.3 -4.5
DTD WisdomTree U.S. Total Dividend Fund 4.2 28 42 5.6 -4.1
VFMO Vanguard U.S. Momentum Factor ETF 4.1 13 57 1.6 -8.1
SCHH Schwab U.S. REIT ETF 4.1 7 63 7.3 -2.5
FDLS Inspire Fidelis Multi Factor ETF 4.1 76 -6 3.2 -6.5
IYR iShares U.S. Real Estate ETF 4.1 40 30 7.0 -2.8
HAPS Harbor Human Capital Factor US Small Cap ETF 4.1 60 10 3.4 -6.3
FUTY Fidelity MSCI Utilities Index ETF 4.1 8 62 5.0 -4.8
DFAR Dimensional US Real Estate ETF 4.1 19 51 7.2 -2.5
VPU Vanguard Utilities ETF 4.1 9 61 5.0 -4.8
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 4.0 11 59 7.1 -2.6
FXG First Trust Consumer Staples AlphaDEX Fund 4.0 63 7 8.6 -1.1
USRT iShares Core U.S. REIT ETF 4.0 8 62 7.0 -2.8
FDIS Fidelity MSCI Consumer Discretionary Index ETF 4.0 8 62 4.4 -5.4
FREL Fidelity MSCI Real Estate Index ETF 4.0 8 62 7.1 -2.7
FRI First Trust S&P REIT Index Fund 4.0 50 20 6.6 -3.2
GQRE FlexShares Global Quality Real Estate Index Fund 4.0 45 25 7.4 -2.4
VNQ Vanguard Real Estate ETF 4.0 13 57 6.9 -2.9
SPDV AAM S&P 500 High Dividend Value ETF 4.0 29 41 10.7 +1.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3.9 9 61 3.7 -6.1
SFGV Sequoia Global Value ETF 3.9 23 47 7.1 -2.7
PY Principal Value ETF 3.8 15 55 7.0 -2.7
LYLD Cambria Large Cap Shareholder Yield ETF 3.8 59 11 8.4 -1.4
PSCF Invesco S&P SmallCap Financials ETF 3.8 29 41 8.8 -1.0
IFRA iShares U.S. Infrastructure ETF 3.8 30 40 5.5 -4.3
BLDG Cambria Global Real Estate ETF 3.8 60 10 11.3 +1.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 3.8 60 10 5.8 -4.0
VBK Vanguard Small-Cap Growth ETF 3.8 7 63 1.2 -8.6
VYM Vanguard High Dividend Yield Index ETF 3.7 6 64 6.0 -3.8
ERET iShares Environmentally Aware Real Estate ETF 3.7 30 40 6.9 -2.8
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 3.7 60 10 4.6 -5.1
IUSV iShares Core S&P US Value ETF 3.7 4 66 5.8 -4.0
GVUS Marketbeta Russell 1000 Value Equity ETF 3.7 12 58 5.3 -4.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.7 38 32 5.1 -4.7
TXS Texas Capital Texas Equity Index ETF 3.7 49 21 4.9 -4.8
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 3.7 38 32 9.1 -0.6
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 3.6 59 11 4.2 -5.5
FELV Fidelity Enhanced Large Cap Value ETF 3.6 18 52 5.5 -4.3
ASCE Allspring SMID Core ETF 3.6 38 32 2.9 -6.9
GRPZ Invesco S&P SmallCap 600 GARP ETF 3.6 35 35 6.3 -3.5
XSMO Invesco S&P SmallCap Momentum ETF 3.6 39 31 3.5 -6.2
IWD iShares Russell 1000 Value ETF 3.5 19 51 5.3 -4.5
JMOM JPMorgan U.S. Momentum Factor ETF 3.5 12 58 3.2 -6.6
RWO SPDR Dow Jones Global Real Estate ETF 3.5 50 20 6.4 -3.4
AIRR First Trust RBA American Industrial Renaissance ETF 3.5 70 0 3.3 -6.4
DFGR Dimensional Global Real Estate ETF 3.5 22 48 7.1 -2.7
VONV Vanguard Russell 1000 Value ETF 3.5 7 63 5.4 -4.4
REET iShares Global REIT ETF 3.5 14 56 7.0 -2.7
COWS Amplify Cash Flow Dividend Leaders ETF 3.5 0 70 7.3 -2.5
SPVM Invesco S&P 500 Value with Momentum ETF 3.4 39 31 6.4 -3.4
CVAR Cultivar ETF 3.4 87 -17 7.2 -2.6
SIXS ETC 6 Meridian Small Cap Equity ETF 3.4 89 -19 8.3 -1.5
FBCV Fidelity Blue Chip Value ETF 3.4 59 11 5.8 -4.0
CZA Invesco Zacks Mid-Cap ETF 3.4 72 -2 5.9 -3.8
EIPX FT Energy Income Partners Strategy ETF 3.4 95 -25 5.8 -4.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.4 20 50 5.5 -4.3
QDIV Global X S&P 500 Quality Dividend ETF 3.4 20 50 7.9 -1.8
IBUY Amplify Online Retail ETF 3.4 65 5 2.3 -7.5
FXH First Trust Health Care AlphaDEX Fund 3.4 62 8 4.8 -4.9
MGMT Ballast Small/Mid Cap ETF 3.4 110 -40 7.4 -2.3
TPHD Timothy Plan High Dividend Stock ETF 3.3 52 18 6.1 -3.7
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 3.3 59 11 8.3 -1.4
EIPI FT Energy Income Partners Enhanced Income ETF 3.3 110 -40 5.4 -4.4
IEDI iShares U.S. Consumer Focused ETF 3.3 18 52 5.3 -4.5
TCV Towle Value ETF 3.3 85 -15 9.1 -0.6
XTN State Street SPDR S&P Transportation ETF 3.3 35 35 3.3 -6.5
IYT iShares US Transportation ETF 3.3 40 30 4.4 -5.3
TEXN iShares Texas Equity ETF 3.3 20 50 4.8 -5.0
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 3.2 50 20 7.8 -1.9
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 3.2 29 41 8.7 -1.1
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 3.2 60 10 3.8 -5.9
XHB State Street SPDR S&P Homebuilders ETF 3.2 35 35 11.1 +1.3
DGRO iShares Core Dividend Growth ETF 3.2 8 62 5.5 -4.2
GURU Global X Guru Index ETF 3.2 75 -5 2.3 -7.4
FDRR Fidelity Dividend ETF for Rising Rates 3.2 15 55 5.6 -4.2
SCHD Schwab US Dividend Equity ETF 3.1 6 64 8.0 -1.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 3.1 38 32 7.0 -2.8
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 3.1 35 35 7.0 -2.7
POWR iShares U.S. Power Infrastructure ETF 3.1 40 30 3.8 -6.0
RECS Columbia Research Enhanced Core ETF 3.1 15 55 5.2 -4.5
DESK VanEck Office and Commercial REIT ETF 3.1 50 20 14.2 +4.5
VIS Vanguard Industrials ETF 3.0 9 61 3.6 -6.2
SPVU Invesco S&P 500 Enhanced Value ETF 3.0 13 57 8.5 -1.2
FTXG First Trust Nasdaq Food & Beverage ETF 3.0 60 10 7.7 -2.1
MILN Global X Millennial Consumer ETF 3.0 50 20 4.2 -5.6
GOP Unusual Whales Subversive Republican Trading ETF 3.0 50 20 4.1 -5.6
IYC iShares U.S. Consumer Discretionary ETF 3.0 40 30 3.6 -6.2
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 3.0 8 62 5.6 -4.1
MVPA Miller Value Partners Appreciation ETF 3.0 60 10 10.3 +0.6
FLQL Franklin LibertyQ U.S. Equity ETF 3.0 15 55 4.4 -5.3
FXZ First Trust Materials AlphaDEX Fund 2.9 61 9 6.4 -3.3
IYM iShares U.S. Basic Materials ETF 2.9 40 30 4.3 -5.4
JAVA JPMorgan Active Value ETF 2.9 44 26 5.5 -4.3
FIDU Fidelity MSCI Industrial Index ETF 2.9 8 62 3.6 -6.2
VDC Vanguard Consumer Staples ETF 2.9 9 61 5.6 -4.1
IYG iShares US Financial Services ETF 2.9 40 30 5.5 -4.3
VGSR Vert Global Sustainable Real Estate ETF 2.9 47 23 7.0 -2.7
RIET Hoya Capital High Dividend Yield ETF 2.8 50 20 13.9 +4.1
PAVE Global X U.S. Infrastructure Development ETF 2.8 47 23 4.1 -5.7
QLV FlexShares US Quality Low Volatility Index Fund 2.8 22 48 5.0 -4.8
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.8 60 10 5.1 -4.7
HDUS Hartford Disciplined US Equity ETF 2.8 19 51 4.6 -5.1
IWO iShares Russell 2000 Growth ETF 2.7 24 46 0.5 -9.3
FDVV Fidelity High Dividend ETF 2.7 15 55 6.6 -3.2
DFAU Dimensional US Core Equity Market ETF 2.7 12 58 4.2 -5.6
PXI Invesco Dorsey Wright Energy Momentum ETF 2.7 60 10 5.1 -4.6
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 2.7 12 58 3.6 -6.2
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 2.7 40 30 6.0 -3.8
ICAP InfraCap Equity Income Fund ETF 2.7 171 -101 4.4 -5.4
ROE Astoria US Quality Kings ETF 2.7 49 21 5.1 -4.7
VEGI iShares MSCI Agriculture Producers ETF 2.7 39 31 7.5 -2.3
SRET Global X SuperDividend REIT ETF 2.7 59 11 12.8 +3.1
MCDS JPMorgan Fundamental Data Science Mid Core ETF 2.7 35 35 4.8 -5.0
SCHV Schwab U.S. Large-Cap Value ETF 2.6 4 66 5.5 -4.3
IYJ iShares U.S. Industrials ETF 2.6 40 30 4.1 -5.7
JHML John Hancock Multifactor Large Cap ETF 2.6 29 41 4.4 -5.4
UDI USCF Dividend Income Fund 2.6 65 5 6.7 -3.0
QABA First Trust NASDAQ ABA Community Bank Index Fund 2.6 60 10 8.1 -1.6
TTAC FCF US Quality ETF 2.6 59 11 5.6 -4.2
RAFE PIMCO RAFI ESG U.S. ETF 2.5 29 41 6.0 -3.7
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 2.5 12 58 5.7 -4.0
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.5 52 18 5.0 -4.8
VUSV Vanguard Wellington U.S. Value Active ETF 2.5 30 40 5.7 -4.0
ZIG Acquirers Fund 2.5 84 -14 20.5 +10.7
EMLP First Trust North American Energy Infrastructure Fund 2.5 95 -25 4.7 -5.1
BYRE Principal Real Estate Active Opportunities ETF 2.5 65 5 7.1 -2.7
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 2.5 35 35 5.6 -4.1
JPRE JPMorgan Realty Income ETF 2.5 50 20 7.0 -2.8
MBOX Freedom Day Dividend ETF 2.5 39 31 6.7 -3.1
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 2.5 45 25 -1.3 -11.1
FPAG FPA Global Equity ETF 2.5 49 21 5.8 -4.0
AVRE Avantis Real Estate ETF 2.5 17 53 6.9 -2.9
PFM Invesco Dividend Achievers ETF 2.4 53 17 4.6 -5.2
ENHU iShares Enhanced Large Cap Core Active ETF 2.4 22 48 4.0 -5.8
GRNJ Fundstrat Granny Shots US Small & Mid Cap ETF 2.4 75 -5 1.7 -8.1
JSTC Adasina Social Justice All Cap Global ETF 2.4 89 -19 4.2 -5.5
VTWG Vanguard Russell 2000 Growth ETF 2.4 10 60 0.6 -9.1
SIZE iShares MSCI USA Size Factor ETF 2.4 15 55 5.4 -4.4
RZV Invesco S&P Smallcap 600 Pure Value ETF 2.4 35 35 7.1 -2.6
EUSA iShares MSCI USA Equal Weighted ETF 2.4 9 61 5.4 -4.3
ERTH Invesco MSCI Sustainable Future ETF 2.4 62 8 2.9 -6.9
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 2.3 65 5 5.1 -4.7
BIBL Inspire 100 ETF 2.3 35 35 4.0 -5.7
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.3 95 -25 -0.6 -10.3
SCDS JPMorgan Fundamental Data Science Small Core ETF 2.3 40 30 3.6 -6.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.3 15 55 4.1 -5.7
VSDA VictoryShares Dividend Accelerator ETF 2.3 35 35 6.7 -3.1
SPGP Invesco S&P 500 GARP ETF 2.3 34 36 5.6 -4.1
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 2.3 20 50 0.7 -9.0
DIVN Horizon Dividend Income ETF 2.3 70 0 6.5 -3.2
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 2.2 79 -9 3.9 -5.8
FPWR First Trust EIP Power Solutions ETF 2.2 96 -26 4.2 -5.5
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.2 49 21 8.0 -1.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 2.2 19 51 5.0 -4.8
RSPF Invesco S&P 500 Equal Weight Financials ETF 2.2 40 30 6.7 -3.1
TPYP Tortoise North American Pipeline Fund 2.2 40 30 4.9 -4.9
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 2.2 45 25 4.1 -5.6
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 2.2 15 55 6.3 -3.4
IWP iShares Russell Mid-Cap Growth ETF 2.2 23 47 2.8 -7.0
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 2.2 3 67 4.2 -5.5
QQQS Invesco NASDAQ Future Gen 200 ETF 2.2 20 50 -3.4 -13.2
LRGF iShares U.S. Equity Factor ETF 2.2 8 62 4.5 -5.3
FXU First Trust Utilities AlphaDEX Fund 2.1 64 6 5.4 -4.4
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 2.1 30 40 9.0 -0.7
KCE State Street SPDR S&P Capital Markets ETF 2.1 35 35 6.1 -3.6
IWV iShares Russell 3000 ETF 2.1 20 50 3.9 -5.9
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 2.1 56 14 6.7 -3.0
RWL Invesco S&P 500 Revenue ETF 2.1 39 31 5.7 -4.0
MDCP VictoryShares THB Mid Cap ESG ETF 2.1 55 15 4.8 -5.0
CCSO Carbon Collective Climate Solutions US Equity ETF 2.1 35 35 0.8 -8.9
JHDV John Hancock U.S. High Dividend ETF 2.1 34 36 5.7 -4.0
DTEC ALPS Disruptive Technologies ETF 2.1 50 20 3.4 -6.3
VTI Vanguard Total Stock Market ETF 2.1 3 67 4.0 -5.7
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.1 3 67 4.0 -5.7
IYK iShares U.S. Consumer Staples ETF 2.1 40 30 6.1 -3.7
SNSR Global X Internet of Things ETF 2.1 68 2 2.9 -6.8
HAP VanEck Natural Resources ETF 2.1 50 20 6.5 -3.2
GLRY Inspire Faithward Mid Cap Momentum ETF 2.1 80 -10 3.6 -6.1
VTHR Vanguard Russell 3000 ETF 2.1 7 63 4.0 -5.7
SCHB Schwab U.S. Broad Market ETF 2.0 3 67 4.1 -5.7
PSR Invesco Active U.S. Real Estate Fund 2.0 35 35 7.1 -2.7
IDU iShares U.S. Utilities ETF 2.0 40 30 4.5 -5.2
CUT Invesco MSCI Global Timber ETF 2.0 61 9 8.6 -1.2
BOUT Innovator IBD Breakout Opportunities ETF 2.0 81 -11 2.7 -7.0
TDV ProShares S&P Technology Dividend Aristocrats ETF 2.0 45 25 4.5 -5.2
PBJ Invesco Food & Beverage ETF 2.0 57 13 8.0 -1.8
FPX First Trust US Equity Opportunities ETF 2.0 61 9 0.7 -9.0
PSCI Invesco S&P SmallCap Industrials ETF 2.0 29 41 4.6 -5.2
DIVY Sound Equity Dividend Income ETF 2.0 45 25 8.2 -1.6
DFUS Dimensional U.S. Equity ETF 2.0 9 61 4.0 -5.8
ESGV Vanguard ESG U.S. Stock ETF 2.0 9 61 4.0 -5.8
VSLU Applied Finance Valuation Large Cap ETF 2.0 49 21 4.8 -5.0
LCLG Logan Capital Broad Innovative Growth ETF 2.0 99 -29 2.6 -7.1
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 2.0 55 15 3.2 -6.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.0 11 59 4.0 -5.7
RCGE RockCreek Global Equality ETF 1.9 95 -25 6.1 -3.6
SMRI Bushido Capital US Equity ETF 1.9 71 -1 7.1 -2.6
FDWM Fidelity Women's Leadership ETF 1.9 59 11 3.8 -5.9
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.9 75 -5 4.0 -5.7
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.9 49 21 4.3 -5.5
CCFE Concourse Capital Focused Equity ETF 1.9 95 -25 2.8 -7.0
MADE iShares U.S. Manufacturing ETF 1.9 40 30 3.3 -6.4
IYY iShares Dow Jones U.S. ETF 1.9 20 50 4.0 -5.8
XSLV Invesco S&P SmallCap Low Volatility ETF 1.9 25 45 7.6 -2.1
SPHB Invesco S&P 500 High Beta ETF 1.9 25 45 3.4 -6.4
QUVU Hartford Quality Value ETF 1.9 46 24 5.6 -4.2
PFI Invesco Dorsey Wright Financial Momentum ETF 1.9 60 10 4.9 -4.9
IWB iShares Russell 1000 ETF 1.9 15 55 4.0 -5.7
ALTL Pacer Lunt Large Cap Alternator ETF 1.9 60 10 4.3 -5.5
FEGE First Eagle Global Equity ETF 1.9 79 -9 6.0 -3.8
CWS AdvisorShares Focused Equity ETF 1.8 84 -14 4.8 -4.9
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.8 15 55 3.7 -6.1
VONE Vanguard Russell 1000 ETF 1.8 7 63 4.1 -5.6
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 1.8 60 10 5.7 -4.1
XOEF iShares S&P 500 ex S&P 100 ETF 1.8 20 50 4.6 -5.2
ABLD Abacus FCF Real Assets Leaders ETF 1.8 69 1 6.5 -3.2
SCHK Schwab 1000 Index ETF 1.8 5 65 4.1 -5.6
FTWO Strive FAANG 2.0 ETF 1.8 49 21 3.9 -5.9
PRAY FIS Christian Stock Fund 1.8 69 1 3.8 -5.9
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.8 52 18 5.0 -4.7
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.8 39 31 1.0 -8.7
JSML Janus Henderson Small Cap Growth Alpha ETF 1.8 30 40 2.6 -7.2
VFMV Vanguard U.S. Minimum Volatility ETF 1.8 13 57 5.7 -4.1
QGRO American Century U.S. Quality Growth ETF 1.7 29 41 3.8 -5.9
RSPM Invesco S&P 500 Equal Weight Materials ETF 1.7 40 30 5.5 -4.3
USAI Pacer American Energy Independence ETF 1.7 75 -5 3.5 -6.3
VIG Vanguard Dividend Appreciation ETF 1.7 5 65 4.9 -4.9
WDIV SPDR S&P Global Dividend ETF 1.7 40 30 9.0 -0.7
AVUQ Avantis U.S. Quality ETF 1.7 15 55 3.5 -6.3
FMTM MarketDesk Focused U.S. Momentum ETF 1.7 45 25 4.4 -5.4
APUE ActivePassive U.S. Equity ETF 1.7 45 25 3.8 -5.9
MNZL Manzil Russell Halal USA Broad MarketETF 1.7 40 30 3.6 -6.2
FTXL First Trust Nasdaq Semiconductor ETF 1.7 60 10 1.6 -8.2
PPA Invesco Aerospace & Defense ETF 1.7 58 12 1.8 -7.9
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.7 46 24 7.5 -2.3
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.7 20 50 4.5 -5.2
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.6 35 35 11.3 +1.6
RSPH Invesco S&P 500 Equal Weight Health Care ETF 1.6 40 30 7.6 -2.2
FTAG First Trust Indxx Global Agriculture ETF 1.6 70 0 7.1 -2.7
MOO VanEck Agribusiness ETF 1.6 53 17 9.0 -0.7
FDRV Fidelity Electric Vehicles and Future Transportation ETF 1.6 39 31 0.8 -8.9
IVRA Invesco Real Assets ESG ETF 1.6 59 11 6.2 -3.5
XHS State Street SPDR S&P Health Care Services ETF 1.5 35 35 3.8 -5.9
RITA ETFB Green SRI REITs ETF 1.5 50 20 5.7 -4.1
DGRW WisdomTree US Quality Dividend Growth Fund 1.5 28 42 4.9 -4.9
INRO iShares U.S. Industry Rotation Active ETF 1.5 42 28 3.4 -6.3
ANEW ProShares MSCI Transformational Changes ETF 1.5 45 25 4.3 -5.5
LOWV AB US Low Volatility Equity ETF 1.5 48 22 4.3 -5.5
ALIL Argent Focused Small Cap ETF 1.5 74 -4 5.6 -4.2
DRIV Global X Autonomous & Electric Vehicles ETF 1.5 68 2 2.6 -7.1
ICF iShares Cohen & Steers REIT ETF 1.5 33 37 7.2 -2.6
TDIV First Trust NASDAQ Technology Dividend Index Fund 1.5 50 20 4.2 -5.5
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 1.5 60 10 0.8 -9.0
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.5 56 14 9.6 -0.1
SAGP Strategas Global Policy Opportunities ETF 1.5 65 5 4.9 -4.9
PEJ Invesco Leisure and Entertainment ETF 1.5 58 12 0.9 -8.8
VERS ProShares Metaverse ETF 1.5 58 12 0.2 -9.5
IDRV iShares Self-driving EV & Tech ETF 1.5 47 23 1.1 -8.6
IQRA IQ CBRE Real Assets ETF 1.4 65 5 5.9 -3.8
DARP Grizzle Growth ETF 1.4 75 -5 1.5 -8.3
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.4 35 35 3.1 -6.7
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.4 70 0 4.0 -5.8
EES WisdomTree U.S. SmallCap Fund 1.4 38 32 7.9 -1.9
DFNV Donoghue Forlines Innovation ETF 1.4 69 1 4.3 -5.5
FTRI First Trust Indxx Global Natural Resources Income ETF 1.4 70 0 6.5 -3.3
KBWB Invesco KBW Bank ETF 1.4 35 35 6.8 -2.9
IHF iShares U.S. Healthcare Providers ETF 1.4 40 30 7.4 -2.4
BEDZ AdvisorShares Hotel ETF 1.4 100 -30 5.2 -4.6
SGRT SMART Earnings Growth 30 ETF 1.4 59 11 2.0 -7.7
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 1.4 40 30 7.3 -2.5
CHGX AXS Change Finance ESG ETF 1.4 49 21 4.1 -5.7
XME State Street SPDR S&P Metals & Mining ETF 1.4 35 35 4.6 -5.2
ZAP Global X U.S. Electrification ETF 1.4 50 20 3.4 -6.4
DUSA Davis Select U.S. Equity ETF 1.4 61 9 7.0 -2.8
VFLO VictoryShares Free Cash Flow ETF 1.4 39 31 7.0 -2.8
RSPN Invesco S&P 500 Equal Weight Industrials ETF 1.4 40 30 4.4 -5.3
VHT Vanguard Health Care ETF 1.4 9 61 5.3 -4.4
BUL Pacer US Cash Cows Growth ETF 1.3 60 10 3.3 -6.5
NURE Nuveen Short-Term REIT ETF 1.3 35 35 7.0 -2.8
FHLC Fidelity MSCI Health Care Index ETF 1.3 8 62 5.5 -4.2
GNR SPDR S&P Global Natural Resources ETF 1.3 40 30 8.2 -1.5
VT Vanguard Total World Stock ETF 1.3 6 64 4.9 -4.9
RSPT Invesco S&P 500 Equal Weight Technology ETF 1.3 40 30 3.3 -6.4
FUNL CornerCap Fundametrics Large-Cap ETF 1.3 50 20 6.2 -3.5
TBG TBG Dividend Focus ETF 1.3 59 11 6.3 -3.5
GINN Goldman Sachs Innovate Equity ETF 1.3 52 18 3.6 -6.2
SHPP Pacer Industrials and Logistics ETF 1.3 60 10 6.5 -3.2
SCHX Schwab U.S. Large-Cap ETF 1.3 3 67 4.1 -5.6
IYH iShares U.S. Healthcare ETF 1.3 40 30 6.0 -3.7
PSI Invesco Semiconductors ETF 1.3 57 13 1.2 -8.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.3 14 56 4.1 -5.7
FIW First Trust Water ETF 1.3 53 17 5.1 -4.6
TRFM AAM Transformers ETF 1.2 49 21 0.9 -8.9
DURA VanEck Durable High Dividend ETF 1.2 29 41 6.4 -3.4
DSI iShares MSCI KLD 400 Social ETF 1.2 25 45 4.0 -5.8
DFNL Davis Select Financial ETF 1.2 63 7 7.8 -1.9
SIXG Defiance Connective Technologies ETF 1.2 30 40 2.8 -7.0
SPMV Invesco S&P 500 Minimum Variance ETF 1.2 10 60 5.2 -4.5
RUNN Running Oak Efficient Growth ETF 1.2 58 12 4.9 -4.8
PSCE Invesco S&P SmallCap Energy ETF 1.2 29 41 6.6 -3.1
SPHQ Invesco S&P 500 Quality ETF 1.2 15 55 4.4 -5.3
MISL First Trust Indxx Aerospace & Defense ETF 1.2 60 10 1.7 -8.1
QLC FlexShares US Quality Large Cap Index Fund 1.2 25 45 4.4 -5.3
SPLV Invesco S&P 500 Low Volatility ETF 1.2 25 45 5.2 -4.6
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.2 25 45 4.9 -4.8
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 1.2 40 30 7.6 -2.1
XLRE Real Estate Select Sector SPDR 1.2 8 62 7.2 -2.6
FTEC Fidelity MSCI Information Technology Index ETF 1.2 8 62 2.7 -7.0
XLB Materials Select Sector SPDR 1.2 8 62 5.4 -4.4
BGDV Bahl & Gaynor Dividend ETF 1.2 45 25 3.9 -5.9
BLCV iShares Large Cap Value Active ETF 1.1 53 17 6.3 -3.5
FQAL Fidelity Quality Factor ETF 1.1 15 55 4.7 -5.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.1 20 50 4.1 -5.7
ISHP First Trust Nasdaq Retail ETF 1.1 60 10 5.4 -4.3
NETL NETLease Corporate Real Estate ETF 1.1 60 10 7.6 -2.1
RDOG ALPS REIT Dividend Dogs ETF 1.1 35 35 11.9 +2.1
XSD State Street SPDR S&P Semiconductor ETF 1.1 35 35 1.7 -8.0
SAMM Strategas Macro Momentum ETF 1.1 66 4 3.5 -6.3
FDFF Fidelity Disruptive Finance ETF 1.1 50 20 5.6 -4.1
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.1 68 2 2.5 -7.3
MDEV First Trust Indxx Medical Devices ETF 1.1 70 0 5.2 -4.6
FPRO Fidelity Real Estate Investment ETF 1.1 59 11 6.1 -3.6
RDVY First Trust Rising Dividend Achievers ETF 1.1 50 20 5.1 -4.7
CSMD Congress SMid Growth ETF 1.1 69 1 3.3 -6.4
NDIV Amplify Natural Resources Dividend Income ETF 1.1 59 11 11.2 +1.4
GQQQ Astoria US Quality Growth Kings ETF 1.1 35 35 3.1 -6.7
IVE iShares S&P 500 Value ETF 1.1 18 52 5.5 -4.3
SPYV State Street SPDR Portfolio S&P 500 Value ETF 1.1 4 66 5.6 -4.1
CNRG State Street SPDR S&P Kensho Clean Power ETF 1.1 45 25 -0.1 -9.9
VOOV Vanguard S&P 500 Value ETF 1.1 7 63 5.6 -4.2
PKB Invesco Building & Construction ETF 1.1 62 8 3.5 -6.3
OALC OneAscent Large Cap Core ETF 1.1 86 -16 3.2 -6.5
GLOF iShares Global Equity Factor ETF 1.1 20 50 5.4 -4.4
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.1 25 45 4.0 -5.7
BJK VanEck Gaming ETF 1.0 65 5 4.3 -5.5
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 1.0 40 30 4.0 -5.7
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.0 70 0 4.8 -5.0
KROP Global X AgTech & Food Innovation ETF 1.0 50 20 6.6 -3.2
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 1.0 46 24 5.1 -4.7
PICK iShares MSCI Global Metals & Mining Producers ETF 1.0 39 31 7.3 -2.4
MORT VanEck Mortgage REIT Income ETF 1.0 43 27 18.7 +8.9
REM iShares Mortgage Real Estate ETF 1.0 48 22 20.0 +10.2
SDIV Global X Superdividend ETF 1.0 58 12 13.8 +4.0
MVAL VanEck Morningstar Wide Moat Value ETF 1.0 49 21 6.5 -3.2
CGGO Capital Group Global Growth Equity ETF 1.0 47 23 3.8 -5.9
KBWY Invesco KBW Premium Yield Equity REIT ETF 1.0 35 35 8.8 -1.0
HDV iShares Core High Dividend ETF 1.0 8 62 30.2 +20.4
LRGC AB US Large Cap Strategic Equities ETF 1.0 48 22 3.8 -6.0
SUPL ProShares Supply Chain Logistics ETF 1.0 58 12 7.4 -2.3
GQI Natixis Gateway Quality Income ETF 1.0 34 36 4.5 -5.3
FFOX FundX Future Fund Opportunities ETF 1.0 100 -30 2.5 -7.2
XHE State Street SPDR S&P Health Care Equipment ETF 1.0 35 35 4.0 -5.8
AQEC AQE Core ETF 1.0 49 21 5.4 -4.3
DIVG Invesco S&P 500 High Dividend Growers ETF 1.0 39 31 7.5 -2.3
RAYD Rayliant Quantitative Developed Market Equity ETF 1.0 80 -10 3.6 -6.1
KBWD Invesco KBW High Dividend Yield Financial ETF 0.9 384 -314 17.6 +7.9
SGLC SGI U.S. Large Cap Core ETF 0.9 85 -15 3.5 -6.2
XLV Health Care Select Sector SPDR 0.9 8 62 6.8 -2.9
VGT Vanguard Information Technology ETF 0.9 9 61 22.7 +12.9
HART IQ Healthy Hearts ETF 0.9 45 25 5.8 -4.0
RAUS RACWI US ETF 0.9 15 55 4.0 -5.7
CIBR First Trust NASDAQ Cybersecurity ETF 0.9 60 10 3.3 -6.5
IHAK iShares Cybersecurity & Tech ETF 0.9 47 23 3.4 -6.4
BCDF Horizon Kinetics Blockchain Development ETF 0.9 85 -15 3.8 -5.9
UFO Procure Space ETF 0.9 75 -5 -0.1 -9.9
STXD Strive 1000 Dividend Growth ETF 0.9 35 35 4.3 -5.4
PUI Invesco Dorsey Wright Utilities Momentum ETF 0.9 60 10 4.5 -5.3
FELC Fidelity Enhanced Large Cap Core ETF 0.9 18 52 4.2 -5.5
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 0.9 60 10 5.5 -4.2
SLX VanEck Steel ETF 0.9 56 14 9.6 -0.2
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 0.9 39 31 3.7 -6.0
XSW State Street SPDR S&P Software & Services ETF 0.9 35 35 2.7 -7.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.8 29 41 3.9 -5.9
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.8 30 40 3.6 -6.2
DEMZ Democratic Large Cap Core ETF 0.8 45 25 3.7 -6.0
AIPO Defiance AI & Power Infrastructure ETF 0.8 69 1 0.6 -9.1
VLUE iShares MSCI USA Value Factor ETF 0.8 15 55 5.8 -3.9
MOTO SmartETFs Smart Transportation & Technology ETF 0.8 68 2 4.8 -5.0
NXTG First Trust Indxx NextG ETF 0.8 70 0 3.1 -6.7
ONEQ Fidelity Nasdaq Composite Index ETF 0.8 21 49 2.7 -7.0
AZTD Aztlan Global Stock Selection DM SMID ETF 0.8 75 -5 4.1 -5.7
DWLD Davis Select Worldwide ETF 0.8 63 7 6.5 -3.2
PDP Invesco Dorsey Wright Momentum ETF 0.8 62 8 1.4 -8.4
REZ iShares Residential and Multisector Real Estate ETF 0.8 48 22 6.2 -3.6
VOLT Tema Electrification ETF 0.8 75 -5 2.3 -7.5
POWA Invesco Bloomberg Pricing Power ETF 0.8 40 30 5.8 -4.0
BOAT SonicShares Global Shipping ETF 0.8 69 1 21.6 +11.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.8 65 5 1.2 -8.5
METV Roundhill Ball Metaverse ETF 0.8 59 11 7.6 -2.2
SOXQ Invesco PHLX Semiconductor ETF 0.8 19 51 1.7 -8.1
JEDI Defiance Drone and Modern Warfare ETF 0.8 69 1 0.7 -9.0
XITK State Street SPDR FactSet Innovative Technology ETF 0.8 45 25 0.0 -9.7
NUMV Nuveen ESG Mid-Cap Value ETF 0.8 31 39 5.5 -4.3
XLF Financial Select Sector SPDR 0.8 8 62 5.9 -3.8
GINX SGI Enhanced Global Income ETF 0.8 98 -28 6.6 -3.1
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.8 19 51 4.7 -5.1
AWAY ETFMG Travel Tech ETF 0.8 76 -6 1.1 -8.7
OND ProShares On-Demand ETF 0.8 58 12 0.5 -9.3
USSE Segall Bryant & Hamill Select Equity ETF 0.8 65 5 2.8 -7.0
PSET Principal Quality ETF 0.7 15 55 4.8 -4.9
GSPY Gotham Enhanced 500 ETF 0.7 50 20 4.3 -5.5
MXI iShares Global Materials ETF 0.7 41 29 5.7 -4.1
IXJ iShares Global Healthcare ETF 0.7 42 28 6.5 -3.2
DBSC Deepwater Beachfront Small Cap ETF 0.7 85 -15 1.1 -8.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.7 75 -5 3.0 -6.7
BETZ Roundhill Sports Betting & iGaming ETF 0.7 75 -5 3.5 -6.3
JETS U.S. Global Jets ETF 0.7 60 10 2.5 -7.2
AIRL Themes Airlines ETF 0.7 35 35 1.6 -8.1
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 0.7 60 10 4.4 -5.3
EBLU Ecofin Global Water ESG Fund 0.7 40 30 4.3 -5.4
TBLU Tortoise Global Water ESG ETF 0.7 40 30 4.6 -5.2
XLP Consumer Staples Select Sector SPDR 0.7 8 62 5.8 -3.9
QVML Invesco S&P 500 QVM Multi-factor ETF 0.7 11 59 4.2 -5.6
CARZ First Trust NASDAQ Global Auto Index Fund 0.7 70 0 1.9 -7.8
SPXT ProShares S&P 500 Ex-Technology ETF 0.7 9 61 4.9 -4.8
FDHT Fidelity Digital Health ETF 0.7 39 31 1.7 -8.0
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 0.7 29 41 3.7 -6.1
DFLV Dimensional US Large Cap Value ETF 0.7 22 48 6.0 -3.8
PBD Invesco Global Clean Energy ETF 0.7 75 -5 0.1 -9.6
PBW Invesco WilderHill Clean Energy ETF 0.7 66 4 -2.5 -12.2
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 0.7 58 12 -1.6 -11.4
PHO Invesco Water Resources ETF 0.7 60 10 5.1 -4.7
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.7 47 23 7.0 -2.8
RPG Invesco S&P 500 Pure Growth ETF 0.7 35 35 2.4 -7.4
ABOT Abacus FCF Innovation Leaders ETF 0.7 69 1 3.5 -6.2
KOCG FIS Knights of Columbus Global Belief ETF 0.7 75 -5 4.4 -5.3
AIEQ AI Powered Equity ETF 0.6 75 -5 3.6 -6.2
FBCG Fidelity Blue Chip Growth ETF 0.6 59 11 2.0 -7.7
CRAK VanEck Oil Refiners ETF 0.6 61 9 8.9 -0.9
AOTS AOT Software Platform ETF 0.6 49 21 4.5 -5.2
USCF Themes US Cash Flow Champions ETF 0.6 29 41 7.8 -2.0
THRO iShares U.S. Thematic Rotation Active ETF 0.6 90 -20 3.0 -6.8
QUAL iShares MSCI USA Quality Factor ETF 0.6 15 55 4.4 -5.4
IEZ iShares U.S. Oil Equipment & Services ETF 0.6 40 30 2.5 -7.2
PXJ Invesco Oil & Gas Services ETF 0.6 63 7 2.7 -7.0
RSPG Invesco S&P 500 Equal Weight Energy ETF 0.6 40 30 8.2 -1.6
XES State Street SPDR S&P Oil & Gas Equipment & Services ETF 0.6 35 35 1.2 -8.6
XLE Energy Select Sector SPDR 0.6 8 62 6.8 -3.0
CGV Conductor Global Equity Value ETF 0.6 130 -60 7.4 -2.4
FFLC Fidelity Fundamental Large Cap Core ETF 0.6 38 32 3.8 -6.0
TOPC iShares S&P 500 3% Capped ETF 0.6 15 55 4.2 -5.5
SOXX iShares Semiconductor ETF 0.6 35 35 1.7 -8.1
USXF iShares ESG Advanced MSCI USA ETF 0.6 10 60 3.6 -6.2
BESF Bastion Energy ETF 0.6 80 -10 8.8 -1.0
CTEF Castellan Targeted Equity ETF 0.6 45 25 2.7 -7.1
CATH Global X S&P 500 Catholic Values Custom ETF 0.6 29 41 3.9 -5.9
SPRE SP Funds S&P Global REIT Sharia ETF 0.6 55 15 5.4 -4.4
WOOD iShares Global Timber & Forestry ETF 0.6 42 28 11.6 +1.9
FLV American Century Focused Large Cap Value ETF 0.6 42 28 6.1 -3.7
FSST Fidelity Sustainable U.S. Equity ETF 0.6 59 11 3.4 -6.3
PBUS Invesco MSCI USA ETF 0.6 4 66 4.1 -5.7
TMFS Motley Fool Small-Cap Growth ETF 0.6 85 -15 1.3 -8.4
UTES Virtus Reaves Utilities ETF 0.6 49 21 3.8 -6.0
FITE State Street SPDR S&P Kensho Future Security ETF 0.6 45 25 0.9 -8.8
ROKT State Street SPDR S&P Kensho Final Frontiers ETF 0.6 45 25 0.7 -9.1
CHRI Global X S&P 500 Christian Values ETF 0.6 29 41 3.8 -5.9
XLI Industrial Select Sector SPDR 0.5 8 62 3.6 -6.2
NVIR Horizon Kinetics Energy and Remediation ETF 0.5 85 -15 5.0 -4.8
IYW iShares U.S. Technology ETF 0.5 40 30 2.7 -7.1
IMCV iShares Morningstar Mid-Cap Value ETF 0.5 6 64 7.0 -2.8
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 0.5 79 -9 3.4 -6.3
DSPY Tema S&P 500 Historical Weight ETF 0.5 18 52 4.3 -5.5
ABFL Abacus FCF Leaders ETF 0.5 59 11 3.6 -6.2
PRN Invesco Dorsey Wright Industrials Momentum ETF 0.5 60 10 1.0 -8.7
FAN First Trust Global Wind Energy ETF 0.5 60 10 2.7 -7.1
RTH VanEck Retail ETF 0.5 35 35 4.9 -4.9
SDOG ALPS Sector Dividend Dogs ETF 0.5 36 34 8.2 -1.5
ACVF American Conservative Values ETF 0.5 75 -5 3.6 -6.2
VEGN US Vegan Climate ETF 0.5 60 10 3.1 -6.7
TMAT Main Thematic Innovation ETF 0.5 164 -94 -1.9 -11.7
CBSE Clough Select Equity ETF 0.5 85 -15 0.2 -9.5
HAUS Residential REIT ETF 0.5 60 10 3.8 -6.0
SNPE Xtrackers S&P 500 ESG ETF 0.5 10 60 4.3 -5.5
CLOU Global X Cloud Computing ETF 0.5 68 2 2.3 -7.4
SKYY First Trust Cloud Computing ETF 0.5 60 10 2.5 -7.3
WCLD WisdomTree Cloud Computing Fund 0.5 45 25 1.3 -8.4
LGRO Level Four Large Cap Growth Active ETF 0.5 55 15 3.5 -6.2
TIME Clockwise Core Equity & Innovation ETF 0.5 95 -25 2.0 -7.8
SPYM State Street SPDR Portfolio S&P 500 ETF 0.5 2 68 4.3 -5.5
SPY SPDR S&P 500 ETF 0.5 9 61 4.0 -5.7
IVV iShares Core S&P 500 ETF 0.5 3 67 4.1 -5.7
VOO Vanguard S&P 500 ETF 0.5 3 67 4.1 -5.7
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 0.5 55 15 4.5 -5.2
SPXE ProShares S&P 500 Ex-Energy ETF 0.5 9 61 3.9 -5.8
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.5 20 50 3.9 -5.9
XVV iShares ESG Screened S&P 500 ETF 0.5 8 62 4.0 -5.7
EVUS iShares ESG Aware MSCI USA Value ETF 0.5 18 52 5.5 -4.2
ETEC iShares Breakthrough Environmental Solutions ETF 0.5 47 23 2.4 -7.3
WTRE WisdomTree New Economy Real Estate Fund 0.5 58 12 -0.3 -10.1
LEAD Siren DIVCON Leaders Dividend ETF 0.5 43 27 3.4 -6.3
YOKE Yoke Core ETF 0.5 42 28 3.5 -6.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 0.5 15 55 2.9 -6.9
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.5 50 20 3.4 -6.3
XLY Consumer Discretionary Select Sector SPDR 0.5 8 62 4.5 -5.3
FFF Founders 100 ETF 0.5 75 -5 2.3 -7.4
INDS Pacer Industrial Real Estate ETF 0.5 55 15 6.3 -3.5
FELG Fidelity Enhanced Large Cap Growth ETF 0.5 18 52 3.2 -6.6
CLNR IQ Cleaner Transport ETF 0.5 45 25 3.9 -5.8
VUSE Vident U.S. Equity Strategy ETF 0.5 50 20 3.6 -6.2
MID American Century Mid Cap Growth Impact ETF 0.5 45 25 2.8 -6.9
IMCB iShares Morningstar Mid-Cap ETF 0.5 4 66 5.1 -4.7
IGM iShares Expanded Tech Sector ETF 0.4 41 29 2.4 -7.4
MOAT VanEck Morningstar Wide Moat ETF 0.4 46 24 5.6 -4.2
MOTG VanEck Morningstar Global Wide Moat ETF 0.4 52 18 7.9 -1.9
SPXV ProShares S&P 500 Ex-Health Care ETF 0.4 9 61 3.8 -6.0
ARTY iShares Future AI & Tech ETF 0.4 47 23 2.0 -7.7
ARB AltShares Merger Arbitrage ETF 0.4 77 -7 2.6 -7.1
TINT ProShares Smart Materials ETF 0.4 58 12 5.2 -4.6
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 0.4 40 30 5.1 -4.7
DFVX Dimensional US Large Cap Vector ETF 0.4 22 48 5.2 -4.6
JXI iShares Global Utilities ETF 0.4 43 27 5.2 -4.5
RSPU Invesco S&P 500 Equal Weight Utilities ETF 0.4 40 30 5.2 -4.6
XLU Utilities Select Sector SPDR 0.4 8 62 4.9 -4.8
FCOM Fidelity MSCI Communication Services Index ETF 0.4 8 62 4.5 -5.3
IUSG iShares Core S&P U.S. Growth ETF 0.4 4 66 3.0 -6.8
PEXL Pacer US Export Leaders ETF 0.4 60 10 2.8 -6.9
CSD Invesco S&P Spin-Off ETF 0.4 65 5 3.4 -6.4
SXQG ETC 6 Meridian Quality Growth ETF 0.4 100 -30 2.9 -6.8
SPXN ProShares S&P 500 Ex-Financials ETF 0.4 9 61 3.8 -5.9
BULD Pacer BlueStar Engineering the Future ETF 0.4 60 10 0.2 -9.5
XTL State Street SPDR S&P Telecom ETF 0.4 35 35 1.5 -8.3
LOGO Alpha Brands Consumption Leaders ETF 0.4 69 1 2.6 -7.1
CDIG City Different Investments Global Equity ETF 0.4 75 -5 -1.6 -11.3
ACES ALPS Clean Energy ETF 0.4 55 15 -2.3 -12.0
FRNW Fidelity Clean Energy ETF 0.4 39 31 1.6 -8.2
PSCT Invesco S&P SmallCap Information Technology ETF 0.4 29 41 2.8 -7.0
IXG iShares Global Financials ETF 0.4 42 28 6.3 -3.4
VOX Vanguard Communication Services ETF 0.4 9 61 4.4 -5.3
SUSA iShares MSCI USA ESG Select ETF 0.4 25 45 3.9 -5.9
KXI iShares Global Consumer Staples ETF 0.4 41 29 5.4 -4.4
ACWV iShares MSCI Global Min Vol Factor ETF 0.4 20 50 5.7 -4.1
AMZA InfraCap MLP ETF 0.4 164 -94 5.8 -4.0
COWZ Pacer US Cash Cows 100 ETF 0.4 49 21 7.6 -2.2
IXC iShares Global Energy ETF 0.4 44 26 7.2 -2.6
BMVP Invesco Bloomberg MVP Multi-factor ETF 0.4 29 41 6.7 -3.1
GRNY Fundstrat Granny Shots US Large Cap ETF 0.4 75 -5 2.1 -7.7
BRIF FIS Bright Portfolios Focused Equity ETF 0.4 65 5 3.2 -6.6
HGRO Hedgeye Quality Growth ETF 0.4 70 0 3.2 -6.6
GXPD Global X PureCap MSCI Consumer Discretionary ETF 0.4 25 45 3.5 -6.2
STXG Strive 1000 Growth ETF 0.4 18 52 3.1 -6.7
EXI iShares Global Industrials ETF 0.4 42 28 3.6 -6.2
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.4 20 50 4.1 -5.6
MFIG Motley Fool Innovative Growth Factor ETF 0.4 50 20 2.6 -7.1
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.3 40 30 2.8 -6.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 61 4.7 -5.0
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.3 58 12 3.2 -6.6
XMAG Defiance Large Cap ex-Mag 7 ETF 0.3 35 35 4.2 -5.6
MDLV Morgan Dempsey Large Cap Value ETF 0.3 58 12 5.8 -4.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.3 45 25 3.4 -6.4
IMCG iShares Morningstar Mid-Cap Growth ETF 0.3 6 64 3.2 -6.6
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.3 15 55 5.0 -4.8
NANC Unusual Whales Subversive Democratic Trading ETF 0.3 75 -5 2.8 -6.9
BLCR iShares Large Cap Core Active ETF 0.3 36 34 2.7 -7.1
DUHP Dimensional US High Profitability ETF 0.3 21 49 5.1 -4.7
RXI iShares Global Consumer Discretionary ETF 0.3 41 29 8.1 -1.7
DVND Touchstone Dividend Select ETF 0.3 67 3 5.2 -4.6
LCF Touchstone US Large Cap Focused ETF 0.3 69 1 3.6 -6.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.3 9 61 5.1 -4.6
REAI Intelligent Real Estate ETF 0.3 59 11 5.6 -4.1
OIH VanEck Oil Services ETF 0.3 35 35 2.4 -7.4
EPS WisdomTree U.S. LargeCap Fund 0.3 8 62 4.6 -5.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.3 12 58 3.3 -6.5
FDN First Trust Dow Jones Internet Index Fund 0.3 52 18 2.6 -7.2
FDND FT Vest Dow Jones Internet & Target Income ETF 0.3 75 -5 2.5 -7.3
LGCF Themes US Cash Flow Champions ETF 0.3 30 40 7.3 -2.5
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.3 30 40 13.9 +4.2
ESGU iShares ESG Aware MSCI USA ETF 0.3 15 55 4.0 -5.7
QTUM Defiance Quantum ETF 0.3 40 30 3.2 -6.6
SPAM Themes Cybersecurity ETF 0.3 35 35 1.9 -7.8
FFND Future Fund Active ETF 0.3 100 -30 4.3 -5.5
AQWA Global X Clean Water ETF 0.3 50 20 5.1 -4.7
CGW Invesco S&P Global Water Index ETF 0.3 57 13 4.6 -5.1
EFRA iShares Environmental Infrastructure and Industrials ETF 0.3 47 23 5.0 -4.8
VUSG Vanguard Wellington U.S. Growth Active ETF 0.3 35 35 2.4 -7.4
RGEF Rockefeller Global Equity ETF 0.3 55 15 3.7 -6.1
MFMO Motley Fool Momentum Factor ETF 0.3 50 20 1.8 -7.9
QLTY GMO U.S. Quality ETF 0.3 50 20 3.9 -5.9
FDLO Fidelity Low Volatility Factor ETF 0.3 15 55 4.8 -5.0
QWLD SPDR MSCI World StrategicFactors ETF 0.3 30 40 5.2 -4.6
HELX Franklin Genomic Advancements ETF 0.3 50 20 -1.4 -11.1
JEPI JPMorgan Equity Premium Income ETF 0.3 35 35 5.2 -4.6
OCEN IQ Clean Oceans ETF 0.3 45 25 4.6 -5.2
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.3 49 21 4.9 -4.8
BEEZ Honeytree U.S. Equity ETF 0.3 64 6 3.7 -6.0
SUSL iShares ESG MSCI USA Leaders ETF 0.3 10 60 4.1 -5.6
IWF iShares Russell 1000 Growth ETF 0.2 19 51 13.7 +4.0
VONG Vanguard Russell 1000 Growth ETF 0.2 7 63 3.4 -6.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.2 10 60 4.1 -5.6
BUZZ VanEck Social Sentiment ETF 0.2 75 -5 -0.7 -10.4
IETC iShares U.S. Tech Independence Focused ETF 0.2 18 52 2.7 -7.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.2 32 38 3.8 -6.0
KOKU Xtrackers MSCI Kokusai Equity ETF 0.2 9 61 4.3 -5.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.2 18 52 5.0 -4.7
AQLT iShares MSCI Global Quality Factor ETF 0.2 18 52 0.0 -9.8
TOK iShares MSCI Kokusai ETF 0.2 26 44 4.2 -5.6
KNCT Invesco Next Gen Connectivity ETF 0.2 40 30 2.5 -7.2
BUYZ Franklin Disruptive Commerce ETF 0.2 50 20 2.4 -7.3
DAK Dakota Active Equity ETF 0.2 43 27 3.6 -6.1
URTH iShares MSCI World ETF 0.2 24 46 4.2 -5.5
AVDV Avantis International Small Cap Value ETF 0.2 36 34 7.5 -2.3
WLDR Affinity World Leaders Equity ETF 0.2 67 3 5.5 -4.2
SMH VanEck Semiconductor ETF 0.2 35 35 1.7 -8.1
PNQI Invesco NASDAQ Internet ETF 0.2 60 10 3.8 -6.0
PAWZ ProShares Pet Care ETF 0.2 50 20 4.4 -5.3
SCHG Schwab U.S. Large-Cap Growth ETF 0.2 4 66 3.2 -6.5
SAMT Strategas Macro Thematic Opportunities ETF 0.2 65 5 2.2 -7.6
RSHO Tema American Reshoring ETF 0.2 75 -5 3.3 -6.4
HUMN Roundhill Humanoid Robotics ETF 0.2 75 -5 0.9 -8.8
ACWI iShares MSCI ACWI ETF 0.2 32 38 4.5 -5.3
KLMN Invesco MSCI North America Climate ETF 0.2 9 61 4.2 -5.6
USEW Cambria US EW ETF 0.2 30 40 4.1 -5.7
AGNG Global X Aging Population ETF 0.2 50 20 4.5 -5.3
XLK Technology Select Sector SPDR 0.2 8 62 2.9 -6.9
XT iShares Exponential Technologies ETF 0.2 46 24 3.7 -6.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.2 10 60 3.5 -6.3
AIQ Global X Artificial Intelligence & Technology ETF 0.2 68 2 2.3 -7.4
FBT First Trust NYSE Arca Biotechnology Index Fund 0.2 56 14 2.5 -7.3
FTXH First Trust Nasdaq Pharmaceuticals ETF 0.2 60 10 7.1 -2.7
IBB iShares Biotechnology ETF 0.2 45 25 -0.5 -10.2
IBBQ Invesco Nasdaq Biotechnology ETF 0.2 19 51 0.3 -9.4
KNO AXS Knowledge Leaders ETF 0.2 78 -8 3.8 -6.0
PSCH Invesco S&P SmallCap Health Care ETF 0.2 29 41 2.4 -7.3
PSIL AdvisorShares Psychedelics ETF 0.2 99 -29 -1.3 -11.1
SBIO ALPS Medical Breakthroughs ETF 0.2 50 20 0.0 -9.8
VIDI Vident International Equity Strategy ETF 0.2 61 9 7.7 -2.0
XBI State Street SPDR S&P Biotech ETF 0.2 35 35 -1.9 -11.6
IBRN iShares Neuroscience and Healthcare ETF 0.2 47 23 0.0 -9.8
MEDX Horizon Kinetics Medical ETF 0.2 85 -15 1.5 -8.2
SWP SWP Growth & Income ETF 0.2 99 -29 4.1 -5.6
KONG Formidable Fortress ETF 0.2 89 -19 5.1 -4.6
JRE Janus Henderson U.S. Real Estate ETF 0.2 65 5 5.9 -3.8
SHLD Global X Defense Tech ETF 0.2 50 20 3.1 -6.7
WOMN Impact Shares YWCA Women's Empowerment ETF 0.2 75 -5 4.8 -5.0
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.2 33 37 6.2 -3.5
VOTE TCW Transform 500 ETF 0.2 5 65 4.0 -5.8
DIV Global X SuperDividend US ETF 0.1 45 25 9.9 +0.1
MAGA Point Bridge America First ETF 0.1 72 -2 5.3 -4.5
ITA iShares U.S. Aerospace & Defense ETF 0.1 40 30 1.5 -8.2
SDG iShares MSCI Global Sustainable Development Goals ETF 0.1 49 21 4.3 -5.4
XAR State Street SPDR S&P Aerospace & Defense ETF 0.1 35 35 1.7 -8.1
NATO Themes Transatlantic Defense ETF 0.1 35 35 1.9 -7.9
NUMG Nuveen ESG Mid-Cap Growth ETF 0.1 31 39 1.7 -8.0
PINK Simplify Health Care ETF 0.1 50 20 0.9 -8.9
PRNT 3D Printing ETF 0.1 66 4 1.1 -8.6
DRUP GraniteShares Nasdaq Select Disruptors ETF 0.1 60 10 3.5 -6.3
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 0.1 65 5 0.6 -9.1
EGUS iShares ESG Aware MSCI USA Growth ETF 0.1 18 52 2.9 -6.9
TOLL Tema Durable Quality ETF 0.1 75 -5 3.7 -6.1
FMED Fidelity Disruptive Medicine ETF 0.1 50 20 -1.2 -11.0
JDOC JPMorgan Healthcare Leaders ETF 0.1 65 5 3.7 -6.1
FMKT The Free Markets ETF 0.1 76 -6 4.1 -5.7
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 0.1 75 -5 6.6 -3.2
FDIG Fidelity Crypto Industry and Digital Payments ETF 0.1 39 31 -1.1 -10.9
BPAY BlackRock Future Financial and Technology ETF 0.1 70 0 5.7 -4.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.1 8 62 4.3 -5.5
SFY SoFi Select 500 ETF 0.1 0 70 3.6 -6.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.1 7 63 4.3 -5.5
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 0.1 61 9 1.5 -8.2
BNGE First Trust S-Network Streaming and Gaming ETF 0.1 70 0 3.1 -6.7
ESPO VanEck Video Gaming and eSports ETF 0.1 56 14 6.6 -3.2
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.1 61 9 -0.7 -10.5
SFYF SoFi Social 50 ETF 0.1 29 41 0.7 -9.0
ODDS Pacer BlueStar Digital Entertainment ETF 0.1 60 10 4.6 -5.1
BCOR Grayscale Bitcoin Adopters ETF 0.1 59 11 1.8 -8.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.1 9 61 4.2 -5.5
RVRB Reverb ETF 0.1 30 40 4.0 -5.8
ILCV iShares Morningstar Value ETF 0.1 4 66 5.3 -4.5
KLMT Invesco MSCI Global Climate 500 ETF 0.1 10 60 4.8 -4.9
NULG Nuveen ESG Large-Cap Growth ETF 0.1 26 44 2.7 -7.1
NULV Nuveen ESG Large-Cap Value ETF 0.1 26 44 5.1 -4.7
IXN iShares Global Tech ETF 0.1 41 29 2.3 -7.4
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.1 47 23 4.9 -4.8
EINC VanEck Energy Income ETF 0.1 48 22 4.3 -5.4
MLPX Global X MLP & Energy Infrastructure ETF 0.1 45 25 4.3 -5.5
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 0.1 59 11 2.9 -6.9
STRV Strive 500 ETF 0.1 5 65 4.0 -5.8
ILCB iShares Morningstar U.S. Equity ETF 0.1 3 67 4.0 -5.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.1 2 68 4.1 -5.7
EQL Alps Equal Sector Weight ETF 0.1 25 45 5.1 -4.7
TRUD VanEck Consumer Disc TruSector ETF 0.1 14 56 2.9 -6.9
NACP Impact Shares NAACP Minority Empowerment ETF 0.1 49 21 3.5 -6.3
SPMO Invesco S&P 500 Momentum ETF 0.1 13 57 2.8 -7.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.1 9 61 4.1 -5.7
BKLC BNY Mellon US Large Cap Core Equity ETF 0.1 0 70 4.0 -5.7
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 21 5.9 -3.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 45 5.5 -4.3
ILCG iShares Morningstar Growth ETF 0.1 4 66 2.9 -6.9
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 5 3.2 -6.5
LRND IQ U.S. Large Cap R&D Leaders ETF 0.1 14 56 3.7 -6.0
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 28 3.9 -5.9
TOV JLens 500 Jewish Advocacy U.S. ETF 0.1 18 52 3.8 -6.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.1 12 58 4.3 -5.4
AVDS Avantis International Small Cap Equity ETF 0.1 30 40 5.9 -3.9
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.1 30 40 3.7 -6.1
DLN WisdomTree U.S. LargeCap Dividend Fund 0.1 28 42 5.4 -4.4
GXLC Global X U.S. 500 ETF 0.1 2 68 4.0 -5.8
TRFK Pacer Data and Digital Revolution ETF 0.0 60 10 1.5 -8.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.0 7 63 4.0 -5.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.0 10 60 4.1 -5.7
TRUT VanEck Technology TruSector ETF 0.0 13 57 3.4 -6.4
HLAL Wahed FTSE USA Shariah ETF 0.0 50 20 3.4 -6.4
AVDE Avantis International Equity ETF 0.0 23 47 6.1 -3.7
FNDC Schwab Fundamental International Small Co. Index ETF 0.0 39 31 6.7 -3.1
HAPI Harbor Human Capital Factor US Large Cap ETF 0.0 36 34 4.0 -5.7
MODL VictoryShares WestEnd U.S. Sector ETF 0.0 42 28 4.0 -5.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.0 20 50 4.6 -5.2

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

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RESULTS & ESTIMATES

  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:
First Trust Mid Cap Value AlphaDEX Fund
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

SPECULATIVE

Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 14.8 %
Divided by: Fwd. P/BV 1.4 x
Less: Expense ratio 70 bp
Equals: ALTAR Score 9.8 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.66 CATEGORY
AVERAGE
1.57
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.