First Trust Mid Cap Value AlphaDEX Fund
ALTAR
Score™
10.8% info Recommen-
dation
SPECULATIVE
2025E    2026E
P/E
ratio
12.0x P/Sales
ratio
0.9x
P/BV
ratio
1.4x Div.
yield
2.1%


  • 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) $205
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) $6,519
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
INVESCO LTD 1.0 %
RAYONIER INC 0.9 %
MOHAWK INDUSTRIES INC 0.8 %
KB HOME 0.8 %
AMKOR TECHNOLOGY INC 0.8 %
TOLL BROTHERS INC 0.8 %
CIVITAS SOLUTIONS INC 0.8 %
APA CORP. 0.8 %
MERITAGE HOMES CORP 0.8 %
PVH CORP 0.8 %
Total 8.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 93.6 %
BERMUDA 2.9 %
IRELAND 2.0 %
SWITZERLAND 0.6 %
PUERTO RICO 0.3 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru July 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-1.9% -5.3% 15.2% 7.5% 8.3%

Market Correlations
versus... Beta R-squared
S&P500 1.19 66%
MSCI EAFE 1.04 56%
MSCI Emg. Mkts. 0.73 29%

Technical Indicators
Recent close $56.06
30d moving avg. $53.43
Annualized volatility 22.6%
Short interest (ETF) 0.5%
Short interest (Underlying) 3.8%
Relative strength (RSI) 62

Liquidity measures
Avg. volume (thou.) 14
Turnover 0.4%
Bid/Ask (% of price) 0.14%
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™: 10.8%


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
(%)
FNX First Trust Mid Cap Core AlphaDEX Fund 56.0 60 10 7.3 -3.5
EZM WisdomTree U.S. MidCap Fund 44.1 38 32 9.0 -1.8
IJJ iShares S&P Mid-Cap 400 Value ETF 36.2 18 52 8.6 -2.2
MDYV SPDR S&P 400 Mid Cap Value ETF 35.8 15 55 8.7 -2.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 35.5 10 60 8.8 -2.0
ISCV iShares Morningstar Small Cap Value ETF 34.3 6 64 9.2 -1.6
DFSV Dimensional US Small Cap Value ETF 33.7 31 39 9.9 -0.9
DON WisdomTree U.S. MidCap Dividend Fund 33.6 38 32 8.7 -2.1
DFAT Dimensional U.S. Targeted Value ETF 33.6 28 42 9.2 -1.6
RWK Invesco S&P MidCap 400 Revenue ETF 31.2 39 31 9.3 -1.5
VBR Vanguard Small Cap Value ETF 30.6 7 63 9.1 -1.7
FAB First Trust Multi Cap Value AlphaDEX Fund 29.8 67 3 9.8 -1.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 29.6 60 10 5.3 -5.5
JHSC John Hancock Multifactor Small Cap ETF 29.3 42 28 6.6 -4.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 29.1 7 63 6.0 -4.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 28.3 15 55 7.2 -3.6
MDY SPDR S&P Midcap 400 ETF Trust 28.2 24 46 7.1 -3.7
IJH iShares Core S&P Mid-Cap ETF 28.1 5 65 7.3 -3.5
AFMC First Trust Active Factor Mid Cap ETF 27.4 65 5 8.4 -2.4
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 27.3 3 67 7.3 -3.5
IVOO Vanguard S&P Mid-Cap 400 ETF 27.3 7 63 7.4 -3.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 27.3 15 55 7.9 -2.9
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 27.3 55 15 9.9 -0.9
DFAS Dimensional U.S. Small Cap ETF 26.0 26 44 6.3 -4.5
XJH iShares ESG Screened S&P Mid-Cap ETF 25.6 12 58 7.0 -3.8
SCHM Schwab U.S. Mid-Cap ETF 24.3 4 66 6.6 -4.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 24.1 24 46 7.7 -3.1
ISCB iShares Morningstar Small-Cap ETF 24.0 4 66 6.2 -4.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 23.8 4 66 6.1 -4.7
SFYX SoFi Next 500 ETF 23.2 0 70 5.7 -5.1
FSMD Fidelity Small-Mid Multifactor ETF 23.1 15 55 7.0 -3.8
USVM VictoryShares US Small Mid Cap Value Momentum ETF 22.8 25 45 7.8 -3.0
RFV Invesco S&P Midcap 400 Pure Value ETF 22.5 35 35 12.9 +2.1
GVLU Gotham 1000 Value ETF 22.3 50 20 8.9 -1.9
STXK Strive Small-Cap ETF 22.3 18 52 5.8 -5.0
XMVM Invesco S&P MidCap Value with Momentum ETF 22.2 39 31 9.6 -1.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 22.1 17 53 5.7 -5.1
VB Vanguard Small-Cap ETF 21.4 5 65 6.1 -4.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 21.4 15 55 6.0 -4.8
STXM Strive Mid-Cap ETF 21.3 18 52 6.1 -4.7
BKSE BNY Mellon US Small Cap Core Equity ETF 21.1 4 66 5.9 -4.9
AUSF Global X Adaptive U.S. Factor ETF 21.0 27 43 8.7 -2.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 20.9 24 46 8.1 -2.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 20.4 80 -10 7.7 -3.1
AVUV Avantis U.S. Small Cap Value ETF 18.9 25 45 9.7 -1.1
DSMC Distillate Small/Mid Cash Flow ETF 18.7 55 15 11.7 +0.9
ONEY SPDR Russell 1000 Yield Focus ETF 18.3 20 50 9.4 -1.4
SMLF iShares U.S. SmallCap Equity Factor ETF 18.1 15 55 5.9 -4.9
SFLO VictoryShares Small Cap Free Cash Flow ETF 18.1 49 21 11.2 +0.4
CSA VictoryShares US Small Cap Volatility Wtd ETF 17.9 35 35 7.7 -3.1
SYLD Cambria Shareholder Yield ETF 17.8 59 11 11.6 +0.8
VFVA Vanguard U.S. Value Factor ETF 17.8 13 57 10.8 -0.0
CALF Pacer US Small Cap Cash Cows 100 ETF 17.7 59 11 10.7 -0.1
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 17.7 60 10 7.4 -3.4
TPSC Timothy Plan US Small Cap Core ETF 17.5 52 18 6.7 -4.1
FLOW Global X U.S. Cash Flow Kings 100 ETF 17.4 25 45 11.1 +0.3
JVAL JPMorgan U.S. Value Factor ETF 17.3 12 58 8.1 -2.7
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 17.2 35 35 7.1 -3.7
AVMV Avantis U.S. Mid Cap Value ETF 17.2 20 50 8.6 -2.2
SMMD iShares Russell 2500 ETF 16.8 15 55 6.1 -4.7
JHMM John Hancock Multifactor Mid Cap ETF 16.7 42 28 6.3 -4.5
NUSC Nuveen ESG Small-Cap ETF 16.6 31 39 5.3 -5.5
ONEV SPDR Russell 1000 Low Volatility Focus ETF 15.8 20 50 7.6 -3.2
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 15.4 48 22 8.1 -2.7
SCHA Schwab U.S. Small-Cap ETF 15.4 4 66 5.9 -4.9
AVMC Avantis U.S. Mid Cap Equity ETF 15.0 18 52 6.8 -4.0
VXF Vanguard Extended Market ETF 15.0 5 65 4.7 -6.1
XMLV Invesco S&P MidCap Low Volatility ETF 14.9 25 45 7.5 -3.3
EQAL Invesco Russell 1000 Equal Weight ETF 14.6 20 50 6.8 -4.0
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 14.5 20 50 6.2 -4.6
FXD First Trust Consumer Discretionary AlphaDEX Fund 14.2 61 9 7.1 -3.7
FFSM Fidelity Fundamental Small-Mid Cap ETF 14.1 43 27 6.1 -4.7
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 14.0 61 9 6.4 -4.4
CVY Invesco Zacks Multi-Asset Income ETF 13.9 106 -36 12.2 +1.4
FLDZ RiverNorth Patriot ETF 13.6 75 -5 6.1 -4.7
NIXT Research Affiliates Deletions ETF 13.5 9 61 8.7 -2.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 13.4 18 52 7.7 -3.1
FXO First Trust Financials AlphaDEX Fund 13.3 62 8 8.1 -2.7
ONEO SPDR Russell 1000 Momentum Focus ETF 13.0 20 50 6.9 -3.9
IJK iShares S&P Mid-Cap 400 Growth ETF 12.9 17 53 5.8 -5.0
ISMD Inspire Small/Mid Cap ETF 12.8 54 16 5.5 -5.3
COWS Amplify Cash Flow Dividend Leaders ETF 12.6 0 70 11.8 +1.0
MDYG SPDR S&P 400 Mid Cap Growth ETF 12.5 15 55 5.8 -5.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 12.5 10 60 6.0 -4.8
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 12.4 40 30 7.0 -3.8
IWS iShares Russell Mid-Cap Value ETF 12.4 23 47 6.7 -4.1
WTV WisdomTree US Value Fund of Benef Interest 12.2 12 58 8.9 -1.9
SMCF Themes US Small Cap Cash Flow Champions ETF 12.0 29 41 11.9 +1.1
IWN iShares Russell 2000 Value ETF 11.9 24 46 7.3 -3.5
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 11.8 30 40 8.2 -2.6
FVD First Trust Value Line Dividend Index Fund 11.8 65 5 6.2 -4.6
FNDA Schwab Fundamental US Small Co. Index ETF 11.7 25 45 8.2 -2.6
PSC Principal U.S. Small-Cap ETF 11.6 38 32 6.8 -4.0
QVAL Alpha Architect US Quantitative Value ETF 11.6 39 31 9.7 -1.1
VFMF Vanguard U.S. Multifactor ETF 11.6 18 52 7.9 -2.9
VTWV Vanguard Russell 2000 Value ETF 11.4 10 60 7.3 -3.5
ECML Euclidean Fundamental Value ETF 11.2 95 -25 11.1 +0.3
HOMZ Hoya Capital Housing ETF 11.2 30 40 9.3 -1.5
ESIX SPDR S&P SmallCap 600 ESG ETF 11.1 12 58 7.9 -2.9
RPV Invesco S&P 500 Pure Value ETF 11.0 35 35 10.4 -0.4
EBI Longview Advantage ETF 11.0 35 35 6.5 -4.3
SURE AdvisorShares Insiders Advantage ETF 10.9 90 -20 9.5 -1.3
ISCG iShares Morningstar Small-Cap Growth ETF 10.9 6 64 2.9 -7.9
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 10.7 29 41 8.2 -2.6
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 10.7 15 55 7.7 -3.1
IFRA iShares U.S. Infrastructure ETF 10.5 30 40 6.4 -4.4
DVY iShares Select Dividend ETF 10.5 38 32 9.0 -1.8
RDIV Invesco S&P Ultra Dividend Revenue ETF 10.5 39 31 11.6 +0.8
DEUS Xtrackers Russell US Multifactor ETF 10.4 17 53 7.0 -3.8
IJS iShares S&P Small-Cap 600 Value ETF 10.4 18 52 9.7 -1.1
IJR iShares Core S&P Small Cap ETF 10.2 6 64 7.6 -3.2
SIXL ETC 6 Meridian Low Beta Equity ETF 10.2 80 -10 6.1 -4.7
SLYV SPDR S&P 600 Small Cap Value ETF 10.0 15 55 9.7 -1.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 10.0 10 60 9.7 -1.1
XJR iShares ESG Screened S&P Small-Cap ETF 10.0 12 58 7.3 -3.5
KBE SPDR S&P Bank ETF 9.8 35 35 9.1 -1.7
FMDE Fidelity Enhanced Mid Cap ETF 9.8 23 47 5.7 -5.1
SPSM SPDR Portfolio S&P 600 Small Cap ETF 9.8 3 67 7.6 -3.2
VFQY Vanguard U.S. Quality Factor ETF 9.8 13 57 6.3 -4.5
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 9.8 35 35 9.0 -1.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 9.8 25 45 5.6 -5.2
VIOO Vanguard S&P Small-Cap 600 ETF 9.6 7 63 7.6 -3.2
PKW Invesco Buyback Achievers ETF 9.6 62 8 7.1 -3.7
IWR iShares Russell Midcap ETF 9.6 19 51 5.7 -5.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 9.5 15 55 8.9 -1.9
VALQ American Century U.S. Quality Value ETF 9.5 29 41 7.7 -3.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 9.4 39 31 9.6 -1.2
XMHQ Invesco S&P MidCap Quality ETF 9.4 25 45 6.5 -4.3
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 9.3 30 40 6.6 -4.2
DXUV Dimensional US Vector Equity ETF 9.2 28 42 6.2 -4.6
LSAF LeaderShares AlphaFactor US Core Equity ETF 9.2 75 -5 7.2 -3.6
AVLV Avantis U.S. Large Cap Value ETF 9.1 15 55 7.7 -3.1
RSSL Global X Russell 2000 ETF 9.1 8 62 4.4 -6.4
ROUS Hartford Multifactor US Equity ETF 8.9 19 51 7.0 -3.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 8.9 39 31 5.8 -5.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 8.8 20 50 5.5 -5.3
GRPM Invesco S&P MidCap 400 GARP ETF 8.8 35 35 7.5 -3.3
BFOR ALPS Barron's 400 ETF 8.7 65 5 5.9 -4.9
VAMO Cambria Value & Momentum ETF 8.7 61 9 5.8 -5.0
IWM iShares Russell 2000 ETF 8.5 19 51 4.3 -6.5
VTWO Vanguard Russell 2000 ETF 8.4 7 63 4.3 -6.5
ETHO Etho Climate Leadership U.S. ETF 8.3 47 23 5.3 -5.5
RNIN Bushido Capital US SMID Cap Equity ETF 8.3 70 0 10.3 -0.5
ZIG Acquirers Fund 8.1 84 -14 18.0 +7.2
DFUV Dimensional US Marketwide Value ETF 8.0 22 48 7.5 -3.3
FOVL iShares Focused Value Factor ETF 8.0 25 45 10.7 -0.1
RNMC First Trust Mid Cap US Equity Select ETF 7.7 60 10 6.4 -4.4
XSVM Invesco S&P SmallCap Value with Momentum ETF 7.5 36 34 10.4 -0.4
PEY Invesco High Yield Equity Dividend Achievers ETF 7.4 52 18 10.1 -0.7
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 7.4 12 58 7.2 -3.6
FLQS Franklin U.S. Small Cap Multifactor Index ETF 7.4 35 35 9.3 -1.5
SMOT VanEck Morningstar SMID Moat ETF 7.2 49 21 6.4 -4.4
SDY SPDR S&P Dividend ETF 7.1 35 35 6.6 -4.2
FESM Fidelity Enhanced Small Cap ETF 7.1 28 42 7.2 -3.6
AFSM First Trust Active Factor Small Cap ETF 7.1 75 -5 7.6 -3.2
XSHQ Invesco S&P SmallCap Quality ETF 7.0 29 41 7.1 -3.7
ITB iShares U.S. Home Construction ETF 6.9 40 30 10.5 -0.3
LST Leuthold Select Industries ETF 6.9 91 -21 5.1 -5.7
USMF WisdomTree U.S. Multifactor Fund 6.8 28 42 7.0 -3.8
FSCS First Trust SMID Capital Strength ETF 6.8 60 10 7.0 -3.8
FDL First Trust Morningstar Dividend Leaders Index Fund 6.7 45 25 10.4 -0.4
KRE SPDR S&P Regional Banking ETF 6.7 35 35 9.5 -1.3
QDF FlexShares Quality Dividend Index Fund 6.6 37 33 6.2 -4.6
DFAC Dimensional U.S. Core Equity 2 ETF 6.6 17 53 5.5 -5.3
SVAL iShares US Small Cap Value Factor ETF 6.6 20 50 10.2 -0.6
XRT SPDR S&P Retail ETF 6.6 35 35 8.4 -2.4
VLU SPDR S&P 1500 Value Tilt ETF 6.5 12 58 7.4 -3.4
DEW WisdomTree Global High Dividend Fund 6.5 58 12 8.4 -2.4
FTXN First Trust Nasdaq Oil & Gas ETF 6.5 60 10 12.1 +1.3
AVSU Avantis Responsible U.S. Equity ETF 6.5 15 55 6.0 -4.8
TAX Cambria Tax Aware ETF 6.4 49 21 5.0 -5.8
RNSC Furst Trust Small Cap US Equity Select ETF 6.4 60 10 5.8 -5.0
FCG First Trust Natural Gas ETF 6.4 60 10 19.6 +8.8
WBIY WBI Power Factor High Dividend ETF 6.3 100 -30 14.7 +3.9
REVS Columbia Research Enhanced Value ETF 6.3 19 51 7.5 -3.3
DHS WisdomTree U.S. High Dividend Fund 6.3 38 32 8.0 -2.8
FTXO First Trust Nasdaq Bank ETF 6.3 60 10 8.3 -2.5
XMMO Invesco S&P MidCap Momentum ETF 6.3 34 36 5.6 -5.2
HKND Humankind US Stock ETF 6.2 11 59 7.1 -3.7
HWAY Themes US Infrastructure ETF 6.2 29 41 6.0 -4.8
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 6.2 52 18 5.5 -5.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 6.2 58 12 5.4 -5.4
STXV Strive 1000 Value ETF 6.2 18 52 8.0 -2.8
SPYD SPDR Portfolio S&P 500 High Dividend ETF 6.1 7 63 9.8 -1.0
PEXL Pacer US Export Leaders ETF 6.0 60 10 4.5 -6.3
TMFX Motley Fool Next Index ETF 6.0 50 20 2.6 -8.2
IJT iShares S&P Small-Cap 600 Growth ETF 6.0 18 52 5.4 -5.4
AVUS Avantis U.S. Equity ETF 6.0 15 55 5.7 -5.1
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 6.0 15 55 7.5 -3.3
FMAT Fidelity MSCI Materials Index ETF 5.9 8 62 6.0 -4.8
XOP SPDR S&P Oil & Gas Exploration & Production ETF 5.9 35 35 14.6 +3.8
SLYG SPDR S&P 600 Small Cap Growth ETF 5.9 15 55 5.5 -5.3
CCNR ALPS CoreCommodity Natural Resources ETF 5.8 39 31 11.0 +0.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 5.8 10 60 5.6 -5.2
FXN First Trust Energy AlphaDEX Fund 5.7 62 8 13.6 +2.8
FTXR First Trust Nasdaq Transportation ETF 5.6 60 10 8.8 -2.0
FNDB Schwab Fundamental US Broad Market Index ETF 5.6 25 45 7.2 -3.6
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 5.6 60 10 9.4 -1.4
VBK Vanguard Small-Cap Growth ETF 5.5 7 63 1.9 -8.9
FDIS Fidelity MSCI Consumer Discretionary Index ETF 5.5 8 62 4.4 -6.4
IEO iShares U.S. Oil & Gas Exploration & Production ETF 5.5 40 30 12.3 +1.5
SMDV ProShares Russell 2000 Dividend Growers ETF 5.5 40 30 7.3 -3.5
FUTY Fidelity MSCI Utilities Index ETF 5.5 8 62 5.3 -5.5
PRF Invesco FTSE RAFI US 1000 ETF 5.5 39 31 6.8 -4.0
RSP Invesco S&P 500 Equal Weight ETF 5.5 20 50 6.5 -4.3
PTL Inspire 500 ETF 5.5 9 61 5.2 -5.6
FIDU Fidelity MSCI Industrial Index ETF 5.4 8 62 4.4 -6.4
VAW Vanguard Materials ETF 5.4 9 61 6.0 -4.8
FXZ First Trust Materials AlphaDEX Fund 5.4 61 9 9.9 -0.8
FCPI Fidelity Stocks for Inflation ETF 5.4 15 55 7.5 -3.3
OSCV Opus Small Cap Value ETF 5.3 79 -9 6.4 -4.4
VPU Vanguard Utilities ETF 5.3 9 61 5.3 -5.5
AFLG First Trust Active Factor Large Cap ETF 5.3 55 15 6.3 -4.5
SSPY Syntax Stratified LargeCap ETF 5.3 30 40 6.7 -4.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 5.3 29 41 6.4 -4.4
NANR SPDR S&P North American Natural Resources ETF 5.3 35 35 7.9 -2.9
DCOR Dimensional US Core Equity 1 ETF 5.2 14 56 5.3 -5.5
SHUS Syntax Stratified U.S. Total Market Hedged ETF 5.2 65 5 6.4 -4.4
KIE SPDR S&P Insurance ETF 5.2 35 35 6.8 -4.0
FXG First Trust Consumer Staples AlphaDEX Fund 5.2 63 7 8.5 -2.3
FELV Fidelity Enhanced Large Cap Value ETF 5.2 18 52 6.7 -4.1
FNDX Schwab Fundamental US Large Co. Index ETF 5.2 25 45 7.2 -3.6
DFSU Dimensional US Sustainability Core 1 ETF 5.2 18 52 5.3 -5.5
KBWR Invesco KBW Regional Banking ETF 5.2 35 35 9.2 -1.6
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 5.2 60 10 9.0 -1.8
VIS Vanguard Industrials ETF 5.1 9 61 4.5 -6.3
SPVM Invesco S&P 500 Value with Momentum ETF 5.1 39 31 7.6 -3.2
OPTZ Optimize Strategy Index ETF 5.1 50 20 4.6 -6.2
PXE Invesco Energy Exploration & Production ETF 5.1 60 10 15.8 +5.0
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 5.1 79 -9 4.5 -6.3
IAT iShares U.S. Regional Banks ETF 5.0 40 30 8.9 -1.9
ITAN Sparkline Intangible Value ETF 5.0 50 20 6.6 -4.2
FVAL Fidelity Value Factor ETF 5.0 15 55 6.8 -4.0
VCR Vanguard Consumer Discretionary ETF 5.0 9 61 4.3 -6.5
VRAI Virtus Real Asset Income ETF 5.0 55 15 10.1 -0.7
XHB SPDR S&P Homebuilders ETF 4.9 35 35 10.5 -0.3
DES WisdomTree U.S. SmallCap Dividend Fund 4.9 38 32 9.2 -1.6
AVIE Avantis  Inflation Focused Equity ETF 4.9 25 45 7.3 -3.5
TPHD Timothy Plan High Dividend Stock ETF 4.9 52 18 7.0 -3.8
RFG Invesco S&P Midcap 400 Pure Growth ETF 4.9 35 35 5.3 -5.5
TPHE Timothy Plan High Dividend Stock Enhanced ETF 4.9 54 16 7.0 -3.8
BLES Inspire Global Hope ETF 4.8 61 9 6.8 -4.0
WCEO Hypatia Women CEO ETF 4.8 85 -15 3.7 -7.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 4.7 38 32 7.7 -3.1
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 4.7 35 35 7.7 -3.1
CZA Invesco Zacks Mid-Cap ETF 4.7 72 -2 6.5 -4.3
GRPZ Invesco S&P SmallCap 600 GARP ETF 4.6 35 35 7.1 -3.7
MADE iShares U.S. Manufacturing ETF 4.6 40 30 5.1 -5.7
FXL First Trust Technology AlphaDEX Fund 4.6 61 9 5.4 -5.4
IUS Invesco RAFI Strategic US ETF 4.6 19 51 6.9 -3.9
DSTL Distillate US Fundamental Stability & Value ETF 4.6 39 31 8.2 -2.6
FTDS First Trust Dividend Strength ETF 4.5 70 0 7.5 -3.3
SRHQ SRH U.S. Quality ETF 4.5 35 35 7.6 -3.2
KOMP SPDR S&P Kensho New Economies Composite ETF 4.5 20 50 2.5 -8.3
DIVB iShares Core Dividend ETF 4.5 5 65 8.0 -2.8
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 4.5 60 10 2.0 -8.8
CCMG CCM Global Equity ETF 4.4 34 36 8.4 -2.4
SPDV AAM S&P 500 High Dividend Value ETF 4.4 29 41 10.5 -0.3
HDUS Hartford Disciplined US Equity ETF 4.4 19 51 5.7 -5.1
TXS Texas Capital Texas Equity Index ETF 4.4 49 21 5.6 -5.2
ECLN First Trust EIP Carbon Impact ETF 4.4 96 -26 4.0 -6.8
GVUS Marketbeta Russell 1000 Value Equity ETF 4.3 12 58 6.5 -4.3
CFA VictoryShares US 500 Volatility Wtd ETF 4.3 35 35 5.9 -4.9
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 4.3 40 30 5.8 -5.0
ROSC Hartford Multifactor Small Cap ETF 4.3 34 36 9.2 -1.6
IYM iShares U.S. Basic Materials ETF 4.3 40 30 6.0 -4.8
IAK iShares U.S. Insurance ETF 4.3 40 30 7.0 -3.8
FXH First Trust Health Care AlphaDEX Fund 4.3 62 8 8.6 -2.2
DRLL Strive U.S. Energy ETF 4.2 41 29 9.9 -0.9
PAVE Global X U.S. Infrastructure Development ETF 4.2 47 23 5.2 -5.6
SPVU Invesco S&P 500 Enhanced Value ETF 4.2 13 57 10.0 -0.7
IYJ iShares U.S. Industrials ETF 4.2 40 30 4.6 -6.2
IWO iShares Russell 2000 Growth ETF 4.2 24 46 1.3 -9.5
JAVA JPMorgan Active Value ETF 4.1 44 26 6.4 -4.4
FTXG First Trust Nasdaq Food & Beverage ETF 4.1 60 10 7.4 -3.4
VTWG Vanguard Russell 2000 Growth ETF 4.1 10 60 1.4 -9.4
VFMO Vanguard U.S. Momentum Factor ETF 4.1 13 57 3.0 -7.8
FNCL Fidelity MSCI Financials Index ETF 4.1 8 62 6.3 -4.5
IYF iShares U.S. Financials ETF 4.1 40 30 5.7 -5.1
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 4.1 29 41 9.8 -1.0
EMLP First Trust North American Energy Infrastructure Fund 4.0 95 -25 5.2 -5.6
IWD iShares Russell 1000 Value ETF 4.0 19 51 6.4 -4.4
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 4.0 95 -25 0.5 -10.3
JMOM JPMorgan U.S. Momentum Factor ETF 4.0 12 58 4.5 -6.3
EIPI FT Energy Income Partners Enhanced Income ETF 4.0 110 -40 6.3 -4.5
FLRG Fidelity U.S. Multifactor ETF 3.9 15 55 6.9 -3.9
VFH Vanguard Financials ETF 3.9 9 61 6.3 -4.5
HAPS Harbor Human Capital Factor US Small Cap ETF 3.9 60 10 3.9 -6.9
HAIL SPDR S&P Kensho Smart Mobility ETF 3.9 45 25 0.4 -10.4
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 3.9 27 43 7.0 -3.8
RZV Invesco S&P Smallcap 600 Pure Value ETF 3.9 35 35 10.0 -0.8
SCHD Schwab US Dividend Equity ETF 3.9 6 64 9.6 -1.2
QDEF FlexShares Quality Dividend Defensive Index Fund 3.9 37 33 6.0 -4.8
DTD WisdomTree U.S. Total Dividend Fund 3.8 28 42 6.3 -4.5
VONV Vanguard Russell 1000 Value ETF 3.8 7 63 6.5 -4.3
SIXS ETC 6 Meridian Small Cap Equity ETF 3.8 89 -19 9.6 -1.2
GOP Unusual Whales Subversive Republican Trading ETF 3.8 50 20 5.5 -5.3
PRAY FIS Christian Stock Fund 3.8 69 1 5.1 -5.7
QLV FlexShares US Quality Low Volatility Index Fund 3.8 22 48 5.6 -5.2
LYLD Cambria Large Cap Shareholder Yield ETF 3.7 59 11 9.4 -1.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 3.7 39 31 5.3 -5.5
JQUA JPMorgan U.S. Quality Factor ETF 3.7 12 58 5.8 -5.0
EIPX FT Energy Income Partners Strategy ETF 3.7 95 -25 7.5 -3.3
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 3.7 5 65 7.9 -2.9
PSCF Invesco S&P SmallCap Financials ETF 3.7 29 41 9.0 -1.8
GURU Global X Guru Index ETF 3.7 75 -5 3.0 -7.8
LQPE PEO AlphaQuest Thematic PE ETF 3.6 125 -55 5.3 -5.5
QGRO American Century U.S. Quality Growth ETF 3.6 29 41 3.5 -7.3
IGE iShares North American Natural Resources ETF 3.6 41 29 7.5 -3.3
FXU First Trust Utilities AlphaDEX Fund 3.6 64 6 5.4 -5.4
THRO iShares U.S. Thematic Rotation Active ETF 3.6 90 -20 4.0 -6.8
VYM Vanguard High Dividend Yield Index ETF 3.5 6 64 7.0 -3.8
IUSV iShares Core S&P US Value ETF 3.5 4 66 6.4 -4.4
SQLV Royce Quant Small-Cap Quality Value ETF 3.5 60 10 9.2 -1.6
FDLS Inspire Fidelis Multi Factor ETF 3.5 76 -6 5.1 -5.7
HLGE Hartford Longevity Economy ETF 3.4 44 26 -0.4 -11.2
FENY Fidelity MSCI Energy Index ETF 3.4 8 62 8.9 -1.9
PSCI Invesco S&P SmallCap Industrials ETF 3.4 29 41 5.0 -5.8
IDU iShares U.S. Utilities ETF 3.4 40 30 4.7 -6.1
QDIV Global X S&P 500 Quality Dividend ETF 3.3 20 50 8.6 -2.2
VDE Vanguard Energy ETF 3.3 9 61 8.8 -2.0
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.3 60 10 5.9 -4.9
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 3.3 12 58 5.7 -5.1
AIRR First Trust RBA American Industrial Renaissance ETF 3.3 70 0 4.9 -5.9
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 3.2 46 24 9.9 -0.9
BUL Pacer US Cash Cows Growth ETF 3.2 60 10 6.6 -4.2
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 3.2 8 62 5.8 -5.0
XTN SPDR S&P Transportation ETF 3.2 35 35 4.9 -5.9
WLDR Affinity World Leaders Equity ETF 3.2 67 3 7.5 -3.3
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 3.1 60 10 6.7 -4.1
PY Principal Value ETF 3.1 15 55 7.1 -3.7
DFAU Dimensional US Core Equity Market ETF 3.1 12 58 5.0 -5.8
MOO VanEck Agribusiness ETF 3.1 53 17 10.3 -0.5
BLCV iShares Large Cap Value Active ETF 3.1 53 17 7.3 -3.5
IYT iShares US Transportation ETF 3.1 40 30 5.0 -5.8
ALIL Argent Focused Small Cap ETF 3.1 74 -4 6.9 -3.9
AVUQ Avantis U.S. Quality ETF 3.0 15 55 4.4 -6.4
MGMT Ballast Small/Mid Cap ETF 3.0 110 -40 8.1 -2.7
IEDI iShares U.S. Consumer Focused ETF 3.0 18 52 5.3 -5.5
HAP VanEck Natural Resources ETF 3.0 50 20 9.4 -1.4
FSST Fidelity Sustainable U.S. Equity ETF 3.0 59 11 4.3 -6.5
LRGF iShares U.S. Equity Factor ETF 3.0 8 62 5.4 -5.4
TTAC FCF US Quality ETF 3.0 59 11 6.2 -4.6
FDWM Fidelity Women's Leadership ETF 2.9 59 11 4.8 -6.0
JSML Janus Henderson Small Cap Growth Alpha ETF 2.9 30 40 7.8 -3.0
RECS Columbia Research Enhanced Core ETF 2.9 15 55 5.6 -5.2
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 2.9 60 10 7.4 -3.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 2.9 38 32 6.2 -4.6
MBOX Freedom Day Dividend ETF 2.9 39 31 7.4 -3.4
HAPY Harbor Human Capital Factor Unconstrained ETF 2.9 50 20 5.6 -5.2
ERTH Invesco MSCI Sustainable Future ETF 2.8 62 8 3.7 -7.1
IYC iShares U.S. Consumer Discretionary ETF 2.8 40 30 3.7 -7.1
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 2.8 60 10 6.1 -4.7
RSMC Rockefeller U.S. Small-Mid Cap ETF 2.8 75 -5 4.9 -5.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.8 9 61 4.2 -6.6
TMDV ProShares Russell US Dividend Growers ETF 2.8 35 35 6.4 -4.4
ALTL Pacer Lunt Large Cap Alternator ETF 2.8 60 10 4.2 -6.6
SPHB Invesco S&P 500 High Beta ETF 2.8 25 45 4.6 -6.2
FTRI First Trust Indxx Global Natural Resources Income ETF 2.8 70 0 7.6 -3.2
FMTM MarketDesk Focused U.S. Momentum ETF 2.8 45 25 3.8 -7.0
IYE iShares U.S. Energy ETF 2.8 40 30 8.8 -2.0
DGRW WisdomTree US Quality Dividend Growth Fund 2.8 28 42 5.4 -5.4
SCHV Schwab U.S. Large-Cap Value ETF 2.7 4 66 6.7 -4.1
COPY Tweedy, Browne Insider + Value ETF 2.7 80 -10 11.8 +1.0
GDIV Harbor Dividend Growth Leaders ETF 2.7 50 20 5.2 -5.6
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.7 50 20 8.1 -2.7
JHML John Hancock Multifactor Large Cap ETF 2.7 29 41 5.3 -5.5
IYG iShares US Financial Services ETF 2.6 40 30 5.2 -5.6
DGRO iShares Core Dividend Growth ETF 2.6 8 62 6.5 -4.3
CCFE Concourse Capital Focused Equity ETF 2.6 95 -25 1.6 -9.2
DURA VanEck Durable High Dividend ETF 2.6 29 41 8.5 -2.3
XSLV Invesco S&P SmallCap Low Volatility ETF 2.6 25 45 7.4 -3.4
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 2.5 40 30 5.2 -5.6
VDC Vanguard Consumer Staples ETF 2.5 9 61 5.8 -5.0
CUT Invesco MSCI Global Timber ETF 2.5 61 9 10.3 -0.5
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.5 52 18 6.3 -4.5
GLRY Inspire Faithward Mid Cap Momentum ETF 2.5 80 -10 6.1 -4.7
NUMV Nuveen ESG Mid-Cap Value ETF 2.5 31 39 6.9 -3.9
FLQL Franklin LibertyQ U.S. Equity ETF 2.5 15 55 5.3 -5.5
ZAP Global X U.S. Electrification ETF 2.5 50 20 4.1 -6.7
FBCV Fidelity Blue Chip Value ETF 2.4 59 11 7.4 -3.4
TMFS Motley Fool Small-Cap Growth ETF 2.4 85 -15 3.6 -7.2
SAGP Strategas Global Policy Opportunities ETF 2.4 65 5 5.4 -5.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.4 15 55 4.9 -5.9
FTXH First Trust Nasdaq Pharmaceuticals ETF 2.4 60 10 10.8 -0.0
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.4 3 67 5.1 -5.7
DIV Global X SuperDividend US ETF 2.4 45 25 11.7 +0.9
SCDV Bahl & Gaynor Small Cap Dividend ETF 2.4 70 0 4.5 -6.3
FIW First Trust Water ETF 2.4 53 17 4.6 -6.2
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.4 60 10 7.6 -3.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.3 11 59 4.9 -5.9
TPYP Tortoise North American Pipeline Fund 2.3 40 30 5.7 -5.1
IWV iShares Russell 3000 ETF 2.3 20 50 4.7 -6.1
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 2.3 59 11 6.1 -4.7
VTI Vanguard Total Stock Market ETF 2.3 3 67 4.9 -5.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.3 3 67 4.9 -5.9
GQQQ Astoria US Quality Growth Kings ETF 2.2 35 35 4.6 -6.2
SIZE iShares MSCI USA Size Factor ETF 2.2 15 55 6.0 -4.8
DFUS Dimensional U.S. Equity ETF 2.2 9 61 4.8 -6.0
VTHR Vanguard Russell 3000 ETF 2.2 7 63 4.8 -6.0
SCHB Schwab U.S. Broad Market ETF 2.2 3 67 5.0 -5.8
VLUE iShares MSCI USA Value Factor ETF 2.2 15 55 9.5 -1.3
VEGI iShares MSCI Agriculture Producers ETF 2.2 39 31 8.6 -2.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.2 15 55 4.2 -6.6
FFOX FundX Future Fund Opportunities ETF 2.2 100 -30 4.2 -6.6
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 2.2 55 15 4.6 -6.2
GNR SPDR S&P Global Natural Resources ETF 2.2 40 30 11.0 +0.2
IDRV iShares Self-driving EV & Tech ETF 2.2 47 23 1.8 -9.0
EUSA iShares MSCI USA Equal Weighted ETF 2.2 9 61 6.1 -4.7
CARZ First Trust NASDAQ Global Auto Index Fund 2.1 70 0 4.8 -6.0
IYY iShares Dow Jones U.S. ETF 2.1 20 50 4.8 -6.0
VFMV Vanguard U.S. Minimum Volatility ETF 2.1 13 57 5.7 -5.1
KRMA Global X Conscious Companies ETF 2.1 43 27 5.8 -5.0
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 2.1 40 30 7.0 -3.8
SMAP Amplify Small-Mid Cap Equity ETF 2.1 60 10 5.5 -5.3
RDVY First Trust Rising Dividend Achievers ETF 2.1 50 20 6.8 -4.0
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.1 25 45 5.3 -5.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 2.1 19 51 6.3 -4.5
UDI USCF Dividend Income Fund 2.1 65 5 8.1 -2.7
FTAG First Trust Indxx Global Agriculture ETF 2.1 70 0 8.2 -2.6
KCE SPDR S&P Capital Markets ETF 2.1 35 35 5.5 -5.3
KBWP Invesco KBW Property & Casualty Insurance ETF 2.1 35 35 6.7 -4.1
RSPF Invesco S&P 500 Equal Weight Financials ETF 2.1 40 30 6.5 -4.3
LCLG Logan Capital Broad Innovative Growth ETF 2.1 99 -29 3.9 -6.9
PFM Invesco Dividend Achievers ETF 2.0 53 17 5.3 -5.5
FILL iShares MSCI Global Energy Producers ETF 2.0 39 31 11.6 +0.8
SCHK Schwab 1000 Index ETF 2.0 5 65 5.0 -5.8
JSTC Adasina Social Justice All Cap Global ETF 2.0 89 -19 4.8 -6.0
IHE iShares U.S. Pharmaceuticals ETF 2.0 40 30 8.6 -2.2
XPH SPDR S&P Pharmaceuticals ETF 2.0 35 35 6.1 -4.7
PXI Invesco Dorsey Wright Energy Momentum ETF 2.0 60 10 7.1 -3.7
ESGV Vanguard ESG U.S. Stock ETF 2.0 9 61 4.7 -6.1
IYK iShares U.S. Consumer Staples ETF 2.0 40 30 6.4 -4.4
XHS SPDR S&P Health Care Services ETF 2.0 35 35 3.1 -7.7
BIBL Inspire 100 ETF 2.0 35 35 5.1 -5.7
IWB iShares Russell 1000 ETF 2.0 15 55 4.8 -6.0
APUE ActivePassive U.S. Equity ETF 2.0 45 25 4.6 -6.2
CNRG SPDR S&P Kensho Clean Power ETF 2.0 45 25 1.0 -9.8
IQRA IQ CBRE Real Assets ETF 2.0 65 5 5.7 -5.1
VONE Vanguard Russell 1000 ETF 2.0 7 63 4.9 -5.9
CVAR Cultivar ETF 2.0 87 -17 6.8 -4.0
IYR iShares U.S. Real Estate ETF 1.9 40 30 7.4 -3.4
VFLO VictoryShares Free Cash Flow ETF 1.9 39 31 10.4 -0.4
MVPA Miller Value Partners Appreciation ETF 1.9 60 10 9.3 -1.5
FELC Fidelity Enhanced Large Cap Core ETF 1.9 18 52 5.2 -5.6
RWL Invesco S&P 500 Revenue ETF 1.9 39 31 6.8 -4.0
VUSE Vident U.S. Equity Strategy ETF 1.9 50 20 4.5 -6.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.9 20 50 6.4 -4.4
PHO Invesco Water Resources ETF 1.9 60 10 4.3 -6.5
EBLU Ecofin Global Water ESG Fund 1.9 40 30 4.2 -6.6
IBUY Amplify Online Retail ETF 1.8 65 5 0.9 -9.9
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 1.8 15 55 6.6 -4.2
GINN Goldman Sachs Innovate Equity ETF 1.8 52 18 3.7 -7.1
VSDA VictoryShares Dividend Accelerator ETF 1.8 35 35 7.0 -3.8
MDCP VictoryShares THB Mid Cap ESG ETF 1.8 55 15 5.6 -5.2
RSPU Invesco S&P 500 Equal Weight Utilities ETF 1.8 40 30 5.5 -5.3
PPA Invesco Aerospace & Defense ETF 1.8 58 12 2.5 -8.3
PFI Invesco Dorsey Wright Financial Momentum ETF 1.8 60 10 6.5 -4.3
QABA First Trust NASDAQ ABA Community Bank Index Fund 1.8 60 10 8.6 -2.2
UTES Virtus Reaves Utilities ETF 1.8 49 21 4.0 -6.8
GSFP Goldman Sachs Future Planet Equity ETF 1.8 75 -5 4.8 -6.0
DRIV Global X Autonomous & Electric Vehicles ETF 1.8 68 2 5.0 -5.8
XLU Utilities Select Sector SPDR Fund 1.8 8 62 5.1 -5.7
DIVG Invesco S&P 500 High Dividend Growers ETF 1.8 39 31 8.3 -2.5
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.8 49 21 9.4 -1.4
MILN Global X Millennial Consumer ETF 1.8 50 20 3.6 -7.2
SHPP Pacer Industrials and Logistics ETF 1.8 60 10 8.6 -2.2
CCSO Carbon Collective Climate Solutions US Equity ETF 1.7 35 35 1.0 -9.8
MNTL Tema Neuroscience and Mental Health ETF 1.7 75 -5 -1.0 -11.8
FDRV Fidelity Electric Vehicles and Future Transportation ETF 1.7 39 31 -0.9 -11.7
QQQS Invesco NASDAQ Future Gen 200 ETF 1.7 20 50 -4.2 -15.0
IPDP Dividend Performers ETF 1.7 122 -52 5.1 -5.7
XSMO Invesco S&P SmallCap Momentum ETF 1.7 39 31 5.5 -5.3
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.6 30 40 8.9 -1.9
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.6 60 10 6.8 -4.0
ULVM VictoryShares US Value Momentum ETF 1.6 20 50 7.3 -3.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.6 9 61 6.1 -4.7
SIMS SPDR S&P Kensho Intelligent Structures ETF 1.6 45 25 5.4 -5.4
IMCV iShares Morningstar Mid-Cap Value ETF 1.6 6 64 8.0 -2.8
FTWO Strive FAANG 2.0 ETF 1.6 49 21 4.3 -6.5
PUI Invesco Dorsey Wright Utilities Momentum ETF 1.6 60 10 5.3 -5.5
ABLD Abacus FCF Real Assets Leaders ETF 1.6 69 1 6.7 -4.1
VIG Vanguard Dividend Appreciation ETF 1.6 5 65 5.6 -5.2
XSW SPDR S&P Software & Services ETF 1.6 35 35 2.2 -8.6
NUDV Nuveen ESG Dividend ETF 1.6 26 44 7.6 -3.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.6 49 21 4.7 -6.1
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.6 40 30 5.4 -5.4
RSPN Invesco S&P 500 Equal Weight Industrials ETF 1.6 40 30 5.1 -5.7
FITE SPDR S&P Kensho Future Security ETF 1.6 45 25 1.6 -9.2
IHF iShares U.S. Healthcare Providers ETF 1.6 40 30 8.6 -2.2
FUNL CornerCap Fundametrics Large-Cap ETF 1.5 50 20 7.2 -3.6
PSCE Invesco S&P SmallCap Energy ETF 1.5 29 41 11.3 +0.5
SUPL ProShares Supply Chain Logistics ETF 1.5 58 12 11.8 +1.0
FDVV Fidelity High Dividend ETF 1.5 15 55 7.6 -3.2
MISL First Trust Indxx Aerospace & Defense ETF 1.5 60 10 2.1 -8.7
PDP Invesco Dorsey Wright Momentum ETF 1.5 62 8 3.9 -6.9
EQRR ProShares Equities for Rising Rates ETF 1.5 35 35 8.0 -2.8
JXI iShares Global Utilities ETF 1.5 43 27 5.9 -4.9
XT iShares Exponential Technologies ETF 1.5 46 24 4.9 -5.9
CLNR IQ Cleaner Transport ETF 1.4 45 25 6.6 -4.2
VT Vanguard Total World Stock ETF 1.4 6 64 5.9 -4.9
TDV ProShares S&P Technology Dividend Aristocrats ETF 1.4 45 25 5.4 -5.4
SPGP Invesco S&P 500 GARP ETF 1.4 34 36 6.4 -4.4
AQWA Global X Clean Water ETF 1.4 50 20 4.8 -6.0
QLC FlexShares US Quality Large Cap Index Fund 1.4 25 45 5.4 -5.4
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 1.4 46 24 5.6 -5.2
SXQG ETC 6 Meridian Quality Growth ETF 1.4 100 -30 4.6 -6.2
HART IQ Healthy Hearts ETF 1.4 45 25 6.6 -4.2
DIVY Sound Equity Dividend Income ETF 1.4 45 25 9.5 -1.3
IEZ iShares U.S. Oil Equipment & Services ETF 1.4 40 30 5.0 -5.8
PXJ Invesco Oil & Gas Services ETF 1.4 63 7 4.9 -5.9
XES SPDR S&P Oil & Gas Equipment & Services ETF 1.4 35 35 3.4 -7.4
RAFE PIMCO RAFI ESG U.S. ETF 1.4 29 41 7.1 -3.7
VOLT Tema Electrification ETF 1.4 75 -5 2.8 -8.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.4 20 50 5.0 -5.8
FPAG FPA Global Equity ETF 1.4 49 21 5.7 -5.1
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.3 55 15 4.2 -6.6
SCHX Schwab U.S. Large-Cap ETF 1.3 3 67 4.9 -5.9
VIDI Vident International Equity Strategy ETF 1.3 61 9 10.9 +0.1
PBJ Invesco Food & Beverage ETF 1.3 57 13 7.0 -3.8
MOTO SmartETFs Smart Transportation & Technology ETF 1.3 68 2 7.2 -3.6
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.3 35 35 4.0 -6.8
JHDV John Hancock U.S. High Dividend ETF 1.3 34 36 6.6 -4.2
MID American Century Mid Cap Growth Impact ETF 1.3 45 25 3.1 -7.7
NDIV Amplify Natural Resources Dividend Income ETF 1.3 59 11 13.6 +2.9
FREL Fidelity MSCI Real Estate Index ETF 1.3 8 62 7.5 -3.3
IVEG iShares Emergent Food and AgTech Multisector ETF 1.3 47 23 9.2 -1.6
EQIN Columbia US Equity Income ETF 1.3 35 35 6.9 -3.9
FTXL First Trust Nasdaq Semiconductor ETF 1.3 60 10 5.1 -5.7
VNQ Vanguard Real Estate ETF 1.3 13 57 7.4 -3.4
XITK SPDR FactSet Innovative Technology ETF 1.3 45 25 -0.3 -11.1
FDRR Fidelity Dividend ETF for Rising Rates 1.3 15 55 7.0 -3.8
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.3 65 5 2.1 -8.7
FTEC Fidelity MSCI Information Technology Index ETF 1.3 8 62 3.9 -6.9
IYH iShares U.S. Healthcare ETF 1.3 40 30 7.1 -3.7
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.3 52 18 6.2 -4.6
PSCH Invesco S&P SmallCap Health Care ETF 1.3 29 41 4.4 -6.4
RIET Hoya Capital High Dividend Yield ETF 1.2 50 20 48.7 +37.9
SOXQ Invesco PHLX Semiconductor ETF 1.2 19 51 4.5 -6.3
DFNV Donoghue Forlines Innovation ETF 1.2 69 1 4.6 -6.2
KBWD Invesco KBW High Dividend Yield Financial ETF 1.2 384 -314 13.2 +2.4
VHT Vanguard Health Care ETF 1.2 9 61 6.2 -4.6
PKB Invesco Building & Construction ETF 1.2 62 8 4.4 -6.4
VICE AdvisorShares Vice ETF 1.2 99 -29 6.0 -4.8
KBWB Invesco KBW Bank ETF 1.2 35 35 7.7 -3.1
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.2 15 55 4.7 -6.1
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.2 12 58 4.5 -6.3
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.2 15 55 4.6 -6.2
DSI iShares MSCI KLD 400 Social ETF 1.2 25 45 4.8 -6.0
HDV iShares Core High Dividend ETF 1.2 8 62 7.2 -3.6
TINT ProShares Smart Materials ETF 1.2 58 12 7.1 -3.7
CWS AdvisorShares Focused Equity ETF 1.2 84 -14 5.1 -5.7
ABLG Abacus FCF International Leaders ETF 1.2 59 11 6.9 -3.9
AIEQ AI Powered Equity ETF 1.2 75 -5 3.7 -7.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 1.2 35 35 5.9 -4.9
GINX SGI Enhanced Global Income ETF 1.2 98 -28 7.1 -3.7
IBBQ Invesco Nasdaq Biotechnology ETF 1.1 19 51 0.4 -10.4
TDIV First Trust NASDAQ Technology Dividend Index Fund 1.1 50 20 5.5 -5.3
SCHH Schwab U.S. REIT ETF 1.1 7 63 8.1 -2.7
FHLC Fidelity MSCI Health Care Index ETF 1.1 8 62 6.4 -4.4
SMRI Bushido Capital US Equity ETF 1.1 71 -1 9.5 -1.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.1 9 61 5.2 -5.6
XLP Consumer Staples Select Sector SPDR Fund 1.1 8 62 6.1 -4.7
XLI Industrial Select Sector SPDR Fund 1.1 8 62 4.3 -6.5
RSPM Invesco S&P 500 Equal Weight Materials ETF 1.1 40 30 7.6 -3.2
XLB Materials Select Sector SPDR Fund 1.1 8 62 6.3 -4.5
PPH VanEck Pharmaceutical ETF 1.1 36 34 8.7 -2.1
XLY Consumer Discretionary Select Sector SPDR Fund 1.1 8 62 4.6 -6.2
SYNB Putnam BioRevolution ETF 1.1 70 0 2.9 -7.9
MVAL VanEck Morningstar Wide Moat Value ETF 1.1 49 21 6.5 -4.3
FPX First Trust US Equity Opportunities ETF 1.1 61 9 1.0 -9.8
FMKT The Free Markets ETF 1.1 76 -6 1.6 -9.2
SMOG VanEck Low Carbon Energy ETF 1.1 61 9 1.8 -9.0
SRET Global X SuperDividend REIT ETF 1.1 59 11 12.0 +1.2
DFLV Dimensional US Large Cap Value ETF 1.1 22 48 7.7 -3.1
CGW Invesco S&P Global Water Index ETF 1.1 57 13 4.6 -6.2
EFRA iShares Environmental Infrastructure and Industrials ETF 1.1 47 23 5.1 -5.7
VGT Vanguard Information Technology ETF 1.1 9 61 3.9 -6.9
ONEQ Fidelity Nasdaq Composite Index ETF 1.1 21 49 3.7 -7.1
AZTD Aztlan Global Stock Selection DM SMID ETF 1.1 75 -5 7.4 -3.4
ARTY iShares Future AI & Tech ETF 1.1 47 23 3.6 -7.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.1 70 0 4.7 -6.1
SPLV Invesco S&P 500 Low Volatility ETF 1.1 25 45 5.3 -5.5
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.1 25 45 5.4 -5.4
DEMZ Democratic Large Cap Core ETF 1.0 45 25 4.5 -6.3
SDOG ALPS Sector Dividend Dogs ETF 1.0 36 34 9.4 -1.4
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 1.0 60 10 3.8 -7.0
PSET Principal Quality ETF 1.0 15 55 5.3 -5.5
VOOV Vanguard S&P 500 Value ETF 1.0 7 63 6.3 -4.5
VCLN Virtus Duff & Phelps Clean Energy ETF 1.0 59 11 5.0 -5.8
IVE iShares S&P 500 Value ETF 1.0 18 52 6.1 -4.7
IWP iShares Russell Mid-Cap Growth ETF 1.0 23 47 3.4 -7.4
SPYV SPDR Portfolio S&P 500 Value ETF 1.0 4 66 6.3 -4.5
QUVU Hartford Quality Value ETF 1.0 46 24 7.3 -3.5
COWZ Pacer US Cash Cows 100 ETF 1.0 49 21 9.3 -1.5
ANEW ProShares MSCI Transformational Changes ETF 1.0 45 25 6.1 -4.7
TMAT Main Thematic Innovation ETF 1.0 164 -94 -1.5 -12.2
IMCB iShares Morningstar Mid-Cap ETF 1.0 4 66 6.0 -4.8
SNPV Xtrackers S&P 500 Value ESG ETF 0.9 15 55 6.7 -4.1
NANC Unusual Whales Subversive Democratic Trading ETF 0.9 75 -5 3.7 -7.1
MORT VanEck Mortgage REIT Income ETF 0.9 43 27 50.0 +39.2
SDIV Global X Superdividend ETF 0.9 58 12 41.3 +30.5
NOBL ProShares S&P 500 Dividend Aristocrats ETF 0.9 35 35 6.1 -4.7
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.9 58 12 4.7 -6.1
EVUS iShares ESG Aware MSCI USA Value ETF 0.9 18 52 6.5 -4.3
CGV Conductor Global Equity Value ETF 0.9 130 -60 8.3 -2.5
JETS U.S. Global Jets ETF 0.9 60 10 2.6 -8.2
NVIR Horizon Kinetics Energy and Remediation ETF 0.9 85 -15 6.8 -4.0
BETZ Roundhill Sports Betting & iGaming ETF 0.9 75 -5 2.5 -8.3
IUSG iShares Core S&P U.S. Growth ETF 0.9 4 66 4.2 -6.6
ROBO ROBO Global Robotics & Automation Index ETF 0.9 95 -25 3.4 -7.4
DTEC ALPS Disruptive Technologies ETF 0.9 50 20 3.9 -6.9
SNSR Global X Internet of Things ETF 0.9 68 2 4.4 -6.4
PSR Invesco Active U.S. Real Estate Fund 0.9 35 35 8.0 -2.8
SPRE SP Funds S&P Global REIT Sharia ETF 0.9 55 15 6.0 -4.8
WOOD iShares Global Timber & Forestry ETF 0.9 42 28 12.0 +1.2
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 0.9 11 59 7.9 -2.9
FRI First Trust S&P REIT Index Fund 0.9 50 20 7.4 -3.4
PPTY US Diversified Real Estate ETF 0.9 53 17 7.9 -2.9
REET iShares Global REIT ETF 0.9 14 56 7.4 -3.4
RWO SPDR Dow Jones Global Real Estate ETF 0.9 50 20 7.0 -3.8
RWR SPDR Dow Jones REIT ETF 0.9 25 45 7.6 -3.2
USRT iShares Core U.S. REIT ETF 0.9 8 62 7.9 -2.9
WDNA WisdomTree BioRevolution Fund 0.9 45 25 -1.4 -12.2
DFAR Dimensional US Real Estate ETF 0.9 19 51 8.1 -2.7
ERET iShares Environmentally Aware Real Estate ETF 0.9 30 40 7.3 -3.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.9 14 56 4.8 -6.0
DFGR Dimensional Global Real Estate ETF 0.9 22 48 7.4 -3.4
FDFF Fidelity Disruptive Finance ETF 0.8 50 20 4.2 -6.6
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 0.8 60 10 4.8 -6.0
KONG Formidable Fortress ETF 0.8 89 -19 6.0 -4.8
RSPH Invesco S&P 500 Equal Weight Health Care ETF 0.8 40 30 8.2 -2.6
RVER Trenchless Fund ETF 0.8 65 5 4.3 -6.5
LEAD Siren DIVCON Leaders Dividend ETF 0.8 43 27 4.2 -6.6
PSCT Invesco S&P SmallCap Information Technology ETF 0.8 29 41 5.2 -5.6
RSPG Invesco S&P 500 Equal Weight Energy ETF 0.8 40 30 10.6 -0.2
MGRO VanEck Morningstar Wide Moat Growth ETF 0.8 49 21 4.5 -6.3
MOAT VanEck Morningstar Wide Moat ETF 0.8 46 24 5.7 -5.1
MOTG VanEck Morningstar Global Wide Moat ETF 0.8 52 18 7.7 -3.1
ROKT SPDR S&P Kensho Final Frontiers ETF 0.8 45 25 2.0 -8.8
REM iShares Mortgage Real Estate ETF 0.8 48 22 62.8 +52.0
PSCM Invesco S&P SmallCap Materials ETF 0.8 29 41 12.4 +1.6
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 0.8 39 31 3.6 -7.2
PJP Invesco Pharmaceuticals ETF 0.8 57 13 7.9 -2.9
TOKE Cambria Cannabis ETF 0.8 42 28 1.0 -9.8
YOLO AdvisorShares Pure Cannabis ETF 0.8 103 -33 -3.6 -14.4
FFLC Fidelity Fundamental Large Cap Core ETF 0.8 38 32 4.5 -6.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.8 56 14 6.1 -4.7
FLV American Century Focused Large Cap Value ETF 0.8 42 28 6.5 -4.3
FAN First Trust Global Wind Energy ETF 0.8 60 10 4.5 -6.3
ITA iShares U.S. Aerospace & Defense ETF 0.8 40 30 2.0 -8.8
XAR SPDR S&P Aerospace & Defense ETF 0.8 35 35 2.0 -8.8
NATO Themes Transatlantic Defense ETF 0.8 35 35 2.4 -8.4
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.8 20 50 4.6 -6.2
CBSE Clough Select Equity ETF 0.8 85 -15 0.9 -9.9
SPXT ProShares S&P 500 Ex-Technology ETF 0.8 9 61 5.5 -5.3
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.8 85 -15 3.9 -6.9
BJK VanEck Gaming ETF 0.7 65 5 3.9 -6.9
PICK iShares MSCI Global Metals & Mining Producers ETF 0.7 39 31 12.7 +1.9
XME SPDR S&P Metals & Mining ETF 0.7 35 35 7.3 -3.5
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 0.7 85 -15 8.7 -2.1
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.7 19 51 5.3 -5.5
WDIV SPDR S&P Global Dividend ETF 0.7 40 30 9.2 -1.6
MXI iShares Global Materials ETF 0.7 41 29 7.6 -3.2
GSPY Gotham Enhanced 500 ETF 0.7 50 20 5.2 -5.6
DFNL Davis Select Financial ETF 0.7 63 7 7.4 -3.4
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 0.7 79 -9 4.9 -5.9
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 0.7 75 -5 5.3 -5.5
TOGA Tremblant Global ETF 0.7 69 1 1.8 -9.0
PSI Invesco Semiconductors ETF 0.7 57 13 4.1 -6.7
XSD SPDR S&P Semiconductor ETF 0.7 35 35 3.9 -6.9
ABLS Abacus FCF Small Cap Leaders ETF 0.7 59 11 6.0 -4.8
RXI iShares Global Consumer Discretionary ETF 0.7 41 29 9.3 -1.5
BOAT SonicShares Global Shipping ETF 0.7 69 1 27.3 +16.5
RAYD Rayliant Quantitative Developed Market Equity ETF 0.7 80 -10 4.4 -6.4
VGSR Vert Global Sustainable Real Estate ETF 0.7 47 23 7.4 -3.4
OIH VanEck Oil Services ETF 0.7 35 35 4.8 -6.0
SGLC SGI U.S. Large Cap Core ETF 0.7 85 -15 4.0 -6.8
FEGE First Eagle Global Equity ETF 0.7 79 -9 7.0 -3.8
ASLV Allspring Special Large Value ETF 0.7 35 35 6.4 -4.4
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.7 45 25 4.0 -6.8
FDHT Fidelity Digital Health ETF 0.7 39 31 0.9 -9.9
STXD Strive 1000 Dividend Growth ETF 0.7 35 35 4.8 -6.0
ETEC iShares Breakthrough Environmental Solutions ETF 0.7 47 23 3.3 -7.5
EXI iShares Global Industrials ETF 0.7 42 28 4.5 -6.3
PBW Invesco WilderHill Clean Energy ETF 0.7 66 4 -3.7 -14.5
PRN Invesco Dorsey Wright Industrials Momentum ETF 0.7 60 10 3.5 -7.3
TRFM AAM Transformers ETF 0.7 49 21 1.3 -9.5
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.6 29 41 4.4 -6.4
DTAN Sparkline International Intangible Value ETF 0.6 55 15 8.5 -2.3
SPXN ProShares S&P 500 Ex-Financials ETF 0.6 9 61 4.9 -5.9
KXI iShares Global Consumer Staples ETF 0.6 41 29 5.5 -5.3
MOTE VanEck Morningstar ESG Moat ETF 0.6 49 21 6.0 -4.8
VEGN US Vegan Climate ETF 0.6 60 10 4.5 -6.3
AIRL Themes Airlines ETF 0.6 35 35 1.7 -9.1
RUNN Running Oak Efficient Growth ETF 0.6 58 12 4.9 -5.9
CGUS Capital Group Core Equity ETF 0.6 33 37 4.3 -6.5
RSHO Tema American Reshoring ETF 0.6 75 -5 4.4 -6.4
NDIA Global X India Active ETF 0.6 75 -5 5.0 -5.8
QVML Invesco S&P 500 QVM Multi-factor ETF 0.6 11 59 5.1 -5.7
CGDG Capital Group Dividend Growers ETF 0.6 47 23 6.3 -4.5
NUKZ Range Nuclear Renaissance Index ETF 0.6 85 -15 2.1 -8.7
AVRE Avantis Real Estate ETF 0.6 17 53 7.1 -3.7
DSPY Tema S&P 500 Historical Weight ETF 0.6 18 52 5.1 -5.7
BIZD VanEck BDC Income ETF 0.6 11 59 11.3 +0.5
PEX ProShares Global Listed Private Equity ETF 0.6 81 -11 10.7 -0.1
LBO WHITEWOLF Publicly Listed Private Equity ETF 0.6 70 0 8.1 -2.7
SPXV ProShares S&P 500 Ex-Health Care ETF 0.6 9 61 4.6 -6.2
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.6 56 14 10.7 -0.1
TMFM Motley Fool Mid-Cap Growth ETF 0.6 85 -15 2.6 -8.2
ESGU iShares ESG Aware MSCI USA ETF 0.6 15 55 4.7 -6.1
LOWV AB US Low Volatility Equity ETF 0.6 48 22 5.2 -5.6
QTUM Defiance Quantum ETF 0.6 40 30 5.5 -5.3
PTEC Global X PropTech ETF 0.6 50 20 1.7 -9.1
DESK VanEck Office and Commercial REIT ETF 0.6 50 20 13.4 +2.6
SPXE ProShares S&P 500 Ex-Energy ETF 0.6 9 61 4.8 -6.0
ROE Astoria US Quality Kings ETF 0.6 49 21 6.5 -4.3
IYW iShares U.S. Technology ETF 0.5 40 30 3.8 -7.0
TMFG Motley Fool Global Opportunities ETF 0.5 85 -15 3.9 -6.9
XLE Energy Select Sector SPDR Fund 0.5 8 62 8.9 -1.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.5 75 -5 4.0 -6.8
AIQ Global X Artificial Intelligence & Technology ETF 0.5 68 2 3.8 -7.0
RSPT Invesco S&P 500 Equal Weight Technology ETF 0.5 40 30 5.6 -5.2
STXG Strive 1000 Growth ETF 0.5 18 52 3.8 -7.0
XLF Financial Select Sector SPDR Fund 0.5 8 62 5.7 -5.1
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.5 30 40 13.0 +2.2
DIVL Madison Dividend Value ETF 0.5 65 5 5.8 -5.0
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.5 10 60 4.9 -5.9
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.5 47 23 5.8 -5.0
SUSA iShares MSCI USA ESG Select ETF 0.5 25 45 4.7 -6.1
IGM iShares Expanded Tech Sector ETF 0.5 41 29 3.9 -6.9
CATH Global X S&P 500 Catholic Values Custom ETF 0.5 29 41 4.6 -6.2
QMOM Alpha Architect U.S. Quantitative Momentum ETF 0.5 39 31 3.4 -7.4
KROP Global X AgTech & Food Innovation ETF 0.5 50 20 6.6 -4.2
USSE Segall Bryant & Hamill Select Equity ETF 0.5 65 5 4.3 -6.5
YOKE Yoke Core ETF 0.5 42 28 4.4 -6.4
BDIV AAM Brentview Dividend Growth ETF 0.5 49 21 4.6 -6.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.5 18 52 5.8 -5.0
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.5 20 50 4.7 -6.1
SPLG SPDR Portfolio S&P 500 ETF 0.5 2 68 4.9 -5.9
SPY SPDR S&P 500 ETF Trust 0.5 9 61 4.9 -5.9
IVV iShares Core S&P 500 ETF 0.5 3 67 4.9 -5.9
VOO Vanguard S&P 500 ETF 0.5 3 67 5.0 -5.8
SHLD Global X Defense Tech ETF 0.5 50 20 3.3 -7.5
WFH Direxion Work From Home ETF 0.5 45 25 4.0 -6.8
AIS VistaShares Artificial Intelligence Supercycle ETF 0.5 75 -5 3.0 -7.8
SWP SWP Growth & Income ETF 0.5 99 -29 4.1 -6.7
ACTV LeaderShares Activist Leaders ETF 0.5 75 -5 5.5 -5.3
FBCG Fidelity Blue Chip Growth ETF 0.5 59 11 2.8 -8.0
KOKU Xtrackers MSCI Kokusai Equity ETF 0.5 9 61 5.2 -5.6
RCGE RockCreek Global Equality ETF 0.5 95 -25 6.7 -4.1
FFTY Innovator IBD 50 ETF 0.5 80 -10 -2.4 -13.2
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.5 50 20 4.2 -6.6
RBLD First Trust Alerian US NextGen Infrastructure ETF 0.5 65 5 4.9 -5.9
MAGA Point Bridge America First ETF 0.5 72 -2 5.7 -5.1
BMVP Invesco Bloomberg MVP Multi-factor ETF 0.5 29 41 6.2 -4.6
BEDZ AdvisorShares Hotel ETF 0.5 100 -30 6.6 -4.2
PEJ Invesco Leisure and Entertainment ETF 0.5 58 12 3.6 -7.2
LCF Touchstone US Large Cap Focused ETF 0.5 69 1 4.2 -6.6
IVRA Invesco Real Assets ESG ETF 0.5 59 11 6.3 -4.5
BLLD JPMorgan Sustainable Infrastructure ETF 0.5 49 21 6.1 -4.7
DARP Grizzle Growth ETF 0.5 75 -5 2.9 -7.9
IHAK iShares Cybersecurity & Tech ETF 0.5 47 23 4.0 -6.8
BCDF Horizon Kinetics Blockchain Development ETF 0.5 85 -15 4.1 -6.7
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 0.5 58 12 -2.3 -13.0
SNPE Xtrackers S&P 500 ESG ETF 0.5 10 60 5.1 -5.7
FDLO Fidelity Low Volatility Factor ETF 0.5 15 55 5.4 -5.4
REAI Intelligent Real Estate ETF 0.4 59 11 14.9 +4.1
FPRO Fidelity Real Estate Investment ETF 0.4 59 11 6.5 -4.3
FMET Fidelity Metaverse ETF 0.4 39 31 4.7 -6.1
VERS ProShares Metaverse ETF 0.4 58 12 -1.1 -11.9
INDS Pacer Industrial Real Estate ETF 0.4 55 15 6.8 -4.0
NETL NETLease Corporate Real Estate ETF 0.4 60 10 8.3 -2.5
NULV Nuveen ESG Large-Cap Value ETF 0.4 26 44 6.3 -4.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.4 2 68 4.9 -5.9
SOXX iShares Semiconductor ETF 0.4 35 35 4.8 -6.0
FCOM Fidelity MSCI Communication Services Index ETF 0.4 8 62 4.5 -6.3
BLDG Cambria Global Real Estate ETF 0.4 60 10 11.5 +0.7
GQRE FlexShares Global Quality Real Estate Index Fund 0.4 45 25 7.8 -3.0
BULD Pacer BlueStar Engineering the Future ETF 0.4 60 10 0.5 -10.3
JPRE JPMorgan Realty Income ETF 0.4 50 20 8.2 -2.6
PTH Invesco Dorsey Wright Healthcare Momentum ETF 0.4 60 10 -2.6 -13.4
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 0.4 65 5 4.6 -6.2
BNGE First Trust S-Network Streaming and Gaming ETF 0.4 70 0 2.6 -8.2
FBT First Trust NYSE Arca Biotechnology Index Fund 0.4 56 14 5.3 -5.5
IBB iShares Biotechnology ETF 0.4 45 25 0.5 -10.3
PSIL AdvisorShares Psychedelics ETF 0.4 99 -29 0.0 -10.8
SBIO ALPS Medical Breakthroughs ETF 0.4 50 20 0.0 -10.8
XBI SPDR S&P BIOTECH ETF 0.4 35 35 -2.6 -13.4
IBRN iShares Neuroscience and Healthcare ETF 0.4 47 23 0.0 -10.8
MEDX Horizon Kinetics Medical ETF 0.4 85 -15 2.0 -8.8
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.4 70 0 2.8 -8.0
VOX Vanguard Communication Services ETF 0.4 9 61 4.6 -6.2
FELG Fidelity Enhanced Large Cap Growth ETF 0.4 18 52 4.6 -6.2
ILCV iShares Morningstar Value ETF 0.4 4 66 6.4 -4.4
XVV iShares ESG Screened S&P 500 ETF 0.4 8 62 4.8 -6.0
VNSE Natixis Vaughan Nelson Select ETF 0.4 80 -10 4.6 -6.2
CGDV Capital Group Dividend Value ETF 0.4 33 37 4.5 -6.3
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.4 33 37 10.2 -0.6
EPS WisdomTree U.S. LargeCap Fund 0.4 8 62 5.7 -5.1
ACVF American Conservative Values ETF 0.4 75 -5 4.3 -6.5
TEMP JPMorgan Climate Change Solutions ETF 0.4 49 21 5.8 -5.0
EVX VanEck Environmental Services ETF 0.4 55 15 2.2 -8.6
PBD Invesco Global Clean Energy ETF 0.4 75 -5 -0.3 -11.1
SPHQ Invesco S&P 500 Quality ETF 0.3 15 55 5.5 -5.3
XLV Health Care Select Sector SPDR Fund 0.3 8 62 7.8 -3.0
GQI Natixis Gateway Quality Income ETF 0.3 34 36 5.0 -5.8
SCHG Schwab U.S. Large-Cap Growth ETF 0.3 4 66 4.0 -6.8
VSLU Applied Finance Valuation Large Cap ETF 0.3 49 21 5.6 -5.2
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 0.3 40 30 4.0 -6.8
DFVX Dimensional US Large Cap Vector ETF 0.3 22 48 6.2 -4.6
QUS SPDR MSCI USA StrategicFactors ETF 0.3 15 55 5.7 -5.1
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.3 38 32 9.7 -1.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 61 5.7 -5.1
BMED Future Health ETF 0.3 85 -15 0.5 -10.3
INCE Franklin Income Equity Focus ETF 0.3 29 41 5.5 -5.3
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.3 40 30 3.7 -7.1
NULC Nuveen ESG Large-Cap ETF 0.3 21 49 4.6 -6.2
GLOF iShares Global Equity Factor ETF 0.3 20 50 6.5 -4.3
CRAK VanEck Oil Refiners ETF 0.3 61 9 13.7 +2.9
KOCG FIS Knights of Columbus Global Belief ETF 0.3 75 -5 5.2 -5.6
BOUT Innovator IBD Breakout Opportunities ETF 0.3 81 -11 2.7 -8.1
ACES ALPS Clean Energy ETF 0.3 55 15 -3.5 -14.3
CIBR First Trust NASDAQ Cybersecurity ETF 0.3 60 10 4.1 -6.7
CTEC Global X CleanTech ETF 0.3 50 20 1.7 -9.1
FQAL Fidelity Quality Factor ETF 0.3 15 55 5.6 -5.2
FRNW Fidelity Clean Energy ETF 0.3 39 31 3.3 -7.5
ICLN iShares Global Clean Energy ETF 0.3 41 29 5.2 -5.6
IPO Renaissance IPO ETF 0.3 60 10 3.4 -7.4
RAYS Global X Solar ETF 0.3 51 19 6.5 -4.3
TAN Invesco Solar ETF 0.3 67 3 6.9 -3.9
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.3 12 58 4.5 -6.3
IWTR iShares MSCI Water Management Multisector ETF 0.3 47 23 5.8 -5.0
DVND Touchstone Dividend Select ETF 0.3 67 3 5.6 -5.2
BKWO BNY Mellon Women's Opportunities ETF 0.3 50 20 3.6 -7.2
IXG iShares Global Financials ETF 0.3 42 28 6.5 -4.3
OCEN IQ Clean Oceans ETF 0.3 45 25 6.0 -4.8
CSMD Congress SMid Growth ETF 0.3 69 1 3.9 -6.9
AGNG Global X Aging Population ETF 0.3 50 20 4.9 -5.9
IHI iShares U.S. Medical Devices ETF 0.3 40 30 3.9 -6.9
MDEV First Trust Indxx Medical Devices ETF 0.3 70 0 4.5 -6.3
PINK Simplify Health Care ETF 0.3 50 20 1.0 -9.8
XHE SPDR S&P Health Care Equipment ETF 0.3 35 35 3.6 -7.2
DUSA Davis Select U.S. Equity ETF 0.3 61 9 7.3 -3.5
DWLD Davis Select Worldwide ETF 0.3 63 7 7.2 -3.6
GK AdvisorShares Gerber Kawasaki ETF 0.3 75 -5 2.4 -8.4
PBUS Invesco MSCI USA ETF 0.3 4 66 4.8 -6.0
USXF iShares ESG Advanced MSCI USA ETF 0.3 10 60 4.5 -6.3
LRND IQ U.S. Large Cap R&D Leaders ETF 0.3 14 56 5.4 -5.4
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 0.3 60 10 6.0 -4.8
RDOG ALPS REIT Dividend Dogs ETF 0.3 35 35 9.4 -1.4
RITA ETFB Green SRI REITs ETF 0.3 50 20 5.9 -4.9
IDAT iShares Future Cloud 5G and Tech ETF 0.3 47 23 4.7 -6.1
METV Roundhill Ball Metaverse ETF 0.3 59 11 7.8 -3.0
NXTG First Trust Indxx NextG ETF 0.3 70 0 5.3 -5.5
SMH VanEck Semiconductor ETF 0.3 35 35 3.9 -6.9
SIXG Defiance Connective Technologies ETF 0.3 30 40 3.6 -7.2
IXJ iShares Global Healthcare ETF 0.3 42 28 7.3 -3.5
IXC iShares Global Energy ETF 0.3 44 26 10.0 -0.8
ABIG Argent Large Cap ETF 0.3 49 21 5.1 -5.7
VOTE TCW Transform 500 ETF 0.3 5 65 4.8 -6.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.3 60 10 3.9 -6.9
PRNT 3D Printing ETF 0.3 66 4 1.3 -9.5
XMAG Defiance Large Cap ex-Mag 7 ETF 0.3 35 35 5.1 -5.7
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 0.3 75 -5 4.4 -6.4
GGME Invesco Next Gen Media and Gaming ETF 0.3 60 10 4.2 -6.6
CGGO Capital Group Global Growth Equity ETF 0.3 47 23 4.7 -6.1
OCFS Otter Creek Focus Strategy ETF 0.3 85 -15 4.0 -6.8
DANA Dana Unconstrained Equity ETF 0.3 50 20 2.9 -7.9
SHE SPDR MSCI USA Gender Diversity ETF 0.3 20 50 5.0 -5.8
FDMO Fidelity Momentum Factor ETF 0.3 15 55 3.6 -7.2
OALC OneAscent Large Cap Core ETF 0.2 86 -16 4.1 -6.7
HLAL Wahed FTSE USA Shariah ETF 0.2 50 20 4.7 -6.1
USMV iShares MSCI USA Min Vol Factor ETF 0.2 15 55 5.8 -5.0
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 0.2 15 55 7.5 -3.3
PAWZ ProShares Pet Care ETF 0.2 50 20 3.7 -7.1
ISHP First Trust Nasdaq Retail ETF 0.2 60 10 5.4 -5.4
USCF Themes US Cash Flow Champions ETF 0.2 29 41 8.6 -2.2
PSP Invesco Global Listed Private Equity ETF 0.2 106 -36 5.7 -5.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.2 10 60 5.1 -5.7
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.2 32 38 4.9 -5.9
ACWV iShares MSCI Global Min Vol Factor ETF 0.2 20 50 6.2 -4.6
QWLD SPDR MSCI World StrategicFactors ETF 0.2 30 40 5.9 -4.9
SUSL iShares ESG MSCI USA Leaders ETF 0.2 10 60 4.9 -5.9
NACP Impact Shares NAACP Minority Empowerment ETF 0.2 49 21 4.8 -6.0
DUHP Dimensional US High Profitability ETF 0.2 21 49 6.3 -4.5
TOK iShares MSCI Kokusai ETF 0.2 26 44 5.0 -5.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.2 9 61 4.9 -5.9
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.2 7 63 5.1 -5.7
MAVF Matrix Advisors Value ETF 0.2 75 -5 5.7 -5.1
URTH iShares MSCI World ETF 0.2 24 46 5.1 -5.7
ILCB iShares Morningstar U.S. Equity ETF 0.2 3 67 4.8 -6.0
IMCG iShares Morningstar Mid-Cap Growth ETF 0.2 6 64 3.9 -6.9
QUAL iShares MSCI USA Quality Factor ETF 0.2 15 55 5.4 -5.4
AVDV Avantis International Small Cap Value ETF 0.2 36 34 9.5 -1.3
XLK Technology Select Sector SPDR Fund 0.2 8 62 4.5 -6.3
AVSC Avantis U.S Small Cap Equity ETF 0.2 25 45 5.5 -5.3
BKLC BNY Mellon US Large Cap Core Equity ETF 0.2 0 70 4.9 -5.9
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.2 45 25 4.4 -6.4
MAKX ProShares S&P Kensho Smart Factories ETF 0.2 58 12 -1.4 -12.1
SPMV Invesco S&P 500 Minimum Variance ETF 0.2 10 60 5.4 -5.4
ACWI iShares MSCI ACWI ETF 0.2 32 38 5.5 -5.3
VOE Vanguard Mid-Cap Value ETF 0.2 7 63 7.6 -3.2
IBOT Vaneck Robotics ETF 0.2 47 23 4.3 -6.5
BOTT Themes Robotics & Automation ETF 0.2 35 35 4.1 -6.7
INRO iShares U.S. Industry Rotation Active ETF 0.2 42 28 4.2 -6.6
TIME Clockwise Core Equity & Innovation ETF 0.2 95 -25 2.9 -7.9
ICAP InfraCap Equity Income Fund ETF 0.2 171 -101 6.2 -4.6
KBWY Invesco KBW Premium Yield Equity REIT ETF 0.2 35 35 8.5 -2.3
BGDV Bahl & Gaynor Dividend ETF 0.2 45 25 4.7 -6.1
GLBL Pacer MSCI World Industry Advantage ETF 0.2 65 5 4.1 -6.7
PSCC Invesco S&P SmallCap Consumer Staples ETF 0.2 29 41 7.7 -3.1
ARB AltShares Merger Arbitrage ETF 0.2 77 -7 4.2 -6.6
KNCT Invesco Next Gen Connectivity ETF 0.2 40 30 4.8 -6.0
SPAM Themes Cybersecurity ETF 0.2 35 35 2.1 -8.7
CLOD Themes Cloud Computing ETF 0.2 35 35 3.2 -7.6
CSD Invesco S&P Spin-Off ETF 0.2 65 5 4.4 -6.4
JGRO JPMorgan Active Growth ETF 0.2 44 26 3.4 -7.4
LVOL American Century Low Volatility ETF 0.2 29 41 4.9 -5.9
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.1 10 60 4.3 -6.5
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.1 10 60 4.3 -6.5
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 0.1 40 30 3.3 -7.5
MDLV Morgan Dempsey Large Cap Value ETF 0.1 58 12 7.4 -3.4
ABFL Abacus FCF Leaders ETF 0.1 59 11 5.3 -5.5
IGV iShares Expanded Tech-Software Sector ETF 0.1 41 29 2.7 -8.1
JEPI JPMorgan Equity Premium Income ETF 0.1 35 35 5.6 -5.2
WRND IQ Global Equity R&D Leaders ETF 0.1 18 52 8.2 -2.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.1 64 6 2.2 -8.6
IGPT Invesco AI and Next Gen Software ETF 0.1 60 10 4.3 -6.5
WOMN Impact Shares YWCA Women's Empowerment ETF 0.1 75 -5 5.3 -5.5
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 0.1 75 -5 4.7 -6.1
STRV Strive 500 ETF 0.1 5 65 4.8 -6.0
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 0.1 55 15 5.8 -5.0
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.1 49 21 5.8 -5.0
IWF iShares Russell 1000 Growth ETF 0.1 19 51 4.4 -6.4
VONG Vanguard Russell 1000 Growth ETF 0.1 7 63 4.4 -6.4
SFY SoFi Select 500 ETF 0.1 0 70 4.4 -6.4
IXN iShares Global Tech ETF 0.1 41 29 3.6 -7.2
KLMN Invesco MSCI North America Climate ETF 0.1 9 61 4.9 -5.9
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.1 8 62 4.9 -5.9
VO Vanguard Mid-Cap ETF 0.1 4 66 5.7 -5.1
SPMO Invesco S&P 500 Momentum ETF 0.1 13 57 3.6 -7.2
CRTC Xtrackers US National Critical Technologies ETF 0.1 35 35 4.8 -6.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.1 12 58 5.2 -5.6
KLMT Invesco MSCI Global Climate 500 ETF 0.1 10 60 5.7 -5.1
TRFK Pacer Data and Digital Revolution ETF 0.1 60 10 3.0 -7.8
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 25 8.8 -2.0
MTUM iShares MSCI USA Momentum Factor ETF 0.1 15 55 3.5 -7.3
HAPI Harbor Human Capital Factor US Large Cap ETF 0.1 36 34 4.8 -6.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.1 7 63 4.8 -6.0
MODL VictoryShares WestEnd U.S. Sector ETF 0.1 42 28 4.6 -6.2
TOV JLens 500 Jewish Advocacy U.S. ETF 0.1 18 52 4.6 -6.2
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.0 49 21 6.8 -4.0
AVDE Avantis International Equity ETF 0.0 23 47 7.4 -3.4
ESGG FlexShares STOXX Global ESG Select Index Fund 0.0 42 28 5.4 -5.4
VTV Vanguard Value ETF 0.0 4 66 6.9 -3.9
ILCG iShares Morningstar Growth ETF 0.0 4 66 3.6 -7.2
FNDC Schwab Fundamental International Small Co. Index ETF 0.0 39 31 5.8 -5.0
RVRB Reverb ETF 0.0 30 40 4.5 -6.3
IETC iShares U.S. Tech Independence Focused ETF 0.0 18 52 3.7 -7.1
IVW iShares S&P 500 Growth ETF 0.0 18 52 4.0 -6.8
SPYG SPDR Portfolio S&P 500 Growth ETF 0.0 4 66 4.1 -6.7
VOOG Vanguard S&P 500 Growth ETF 0.0 7 63 4.1 -6.7
VV Vanguard Large-Cap ETF 0.0 4 66 4.8 -6.0
AMZA InfraCap MLP ETF 0.0 164 -94 7.9 -2.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.0 20 50 5.6 -5.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.0 30 40 4.4 -6.4
AVDS Avantis International Small Cap Equity ETF 0.0 30 40 7.3 -3.5

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:
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 14.6 %
Divided by: Fwd. P/BV 1.3 x
Less: Expense ratio 70 bp
Equals: ALTAR Score 10.8 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

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