First Trust Mid Cap Growth AlphaDEX Fund
ALTAR
Score™
5.0% info Recommen-
dation
UNDERWEIGHT
2022E    2023E
P/E
ratio
13.6x P/Sales
ratio
1.6x
P/BV
ratio
3.1x Div.
yield
1.5%


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

FUND BASICS
Category US Equities
Fund Sponsor First Trust Advisors LP
Website www.ftportfolios.com
Inception date Apr 19, 2011
Assets (mns) $244
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 224
Wgt avg mkt cap (mns) $6,966
Large cap (>$10bn) 20.8%
Mid cap ($2-10bn) 78.6%
Small cap (<$2bn) 0.6%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
H&R BLOCK INC 1.2 %
ANTERO RESOURCES CORP 1.0 %
MURPHY USA, INC. 1.0 %
EQT CORP 1.0 %
DATTO HOLDING CORP. 1.0 %
SM ENERGY CO 0.9 %
DILLARDS INC-CL A 0.9 %
CIVITAS RESOURCES, INC. 0.9 %
MAGNOLIA OIL & GAS CORP. CLASS A 0.9 %
MATADOR RESOURCES CO 0.9 %
Total 9.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 96.2 %
IRELAND 1.0 %
CHINA 0.6 %
BERMUDA 0.5 %
SWITZERLAND 0.2 %
CAYMAN ISLANDS 0.1 %





HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-26.3% -27.5% 9.8% 11.2% 9.2%

Market Correlations
versus... Beta R-squared
S&P500 1.08 77%
MSCI EAFE 1.03 70%
MSCI Emg. Mkts. 0.93 63%

Technical Indicators
Recent close $54.66
30d moving avg. $58.54
Annualized volatility 22.9%
Short interest (ETF) 0.4%
Short interest (Underlying) 6.1%
Relative strength (RSI) 45

Liquidity measures
Avg. volume (thou.) 16
Turnover 0.4%
Bid/Ask (% of price) 0.15%
ADV underlying (mns) $13,966

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 969 potential alternatives to the First Trust Mid Cap Growth AlphaDEX Fund ETF based on the alternatives' overlap in portfolio holdings with FNY. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: FNY Expense: 70 bp ALTAR Score™: 5.0%


ALTERNATIVE ETFs BASED ON OVERLAP WITH FNY
Ticker Fund
Name
Overlap1
vs FNY
(%)
Expense
ratio
(bp)
Savings
vs FNY
(bp)
ALTAR
Score™
(%)
ALTAR
vs FNY
(%)
FNX First Trust Mid Cap Core AlphaDEX Fund 37.8 60 10 8.5 +3.5
IJK iShares S&P Mid-Cap 400 Growth ETF 37.3 17 53 7.4 +2.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 37.3 15 55 7.4 +2.4
MDYG SPDR S&P 400 Mid Cap Growth ETF 37.3 15 55 7.5 +2.4
SFYX Sofi Next 500 ETF 33.0 0 70 6.3 +1.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 32.4 7 63 6.1 +1.1
VBK Vanguard Small-Cap Growth Index Fund 31.7 7 63 2.6 -2.4
MDY SPDR S&P Midcap 400 ETF Trust 30.8 23 47 8.0 +3.0
IJH iShares Core S&P Mid-Cap ETF 30.4 5 65 8.2 +3.2
IVOO Vanguard S&P Mid-Cap 400 ETF 30.4 10 60 8.2 +3.1
SPMD SPDR Portfolio Mid Cap ETF 30.4 5 65 8.2 +3.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 30.2 63 7 5.1 +0.1
XJH iShares ESG Screened S&P Mid-Cap ETF 28.9 12 58 8.4 +3.4
RNMC Mid Cap US Equity Select ETF 28.8 60 10 8.4 +3.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 28.5 15 55 8.6 +3.6
FSMD Fidelity Small-Mid Factor ETF 26.8 29 41 9.2 +4.2
JHSC John Hancock Multifactor Small Cap ETF 26.6 42 28 7.1 +2.0
EWMC Invesco S&P MidCap 400 Equal Weight ETF 25.2 40 30 7.9 +2.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 25.0 15 55 8.9 +3.9
EZM WisdomTree U.S. MidCap Earnings Fund 24.9 38 32 11.0 +6.0
VB Vanguard Small-Cap ETF 24.9 5 65 6.6 +1.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 24.5 24 46 8.9 +3.9
ISCG iShares Morningstar Small-Cap Growth ETF 24.3 6 64 1.6 -3.5
SCHM Schwab U.S. Mid-Cap ETF 24.2 4 66 7.1 +2.0
AFMC First Trust Active Factor Mid Cap ETF 24.1 65 5 10.5 +5.5
RFG Invesco S&P Midcap 400 Pure Growth ETF 23.6 35 35 10.4 +5.4
PBSM Invesco PureBeta MSCI USA Small Cap ETF 22.8 6 64 6.1 +1.1
SMDY Syntax Stratified MidCap ETF 22.3 35 35 7.3 +2.3
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 22.0 17 53 5.9 +0.9
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 22.0 30 40 10.3 +5.3
BKSE BNY Mellon US Small Cap Core Equity ETF 21.9 4 66 6.3 +1.3
IWO iShares Russell 2000 Growth ETF 21.8 24 46 1.1 -4.0
VTWG Vanguard Russell 2000 Growth Index Fund 21.7 15 55 0.8 -4.3
DON WisdomTree U.S. MidCap Dividend Fund 21.2 38 32 9.2 +4.2
SCHA Schwab U.S. Small-Cap ETF 20.1 4 66 5.9 +0.9
XMMO Invesco S&P MidCap Momentum ETF 19.6 33 37 8.8 +3.8
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 19.3 80 -10 6.9 +1.9
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 18.6 95 -25 2.6 -2.4
RWK Invesco S&P MidCap 400 Revenue ETF 18.6 39 31 10.3 +5.3
PDP Invesco DWA Momentum ETF 18.4 62 8 5.7 +0.7
IUSS Invesco Strategic US Small Company ETF 18.4 23 47 6.8 +1.8
VXF Vanguard Extended Market Index Fund 18.3 6 64 2.7 -2.4
ISCB iShares Morningstar Small-Cap ETF 17.4 4 66 5.5 +0.5
NUSC Nuveen ESG Small-Cap ETF 17.3 30 40 6.2 +1.2
FLDZ RiverNorth Volition America Patriot ETF 16.6 70 0 6.2 +1.1
VBR Vanguard Small Cap Value Index Fund 16.1 7 63 9.1 +4.1
ISMD Inspire Small/Mid Cap Impact ETF 16.1 57 13 6.7 +1.7
IWM iShares Russell 2000 ETF 16.1 19 51 3.8 -1.2
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 15.9 30 40 10.4 +5.4
DFAS Dimensional U.S. Small Cap ETF 15.9 34 36 7.2 +2.2
VTWO Vanguard Russell 2000 Index Fund 15.9 10 60 1.7 -3.4
FSMO Fidelity Small-Mid Cap Opportunities ETF 15.8 64 6 8.2 +3.2
JHMM John Hancock Multifactor Mid Cap ETF 15.3 41 29 7.4 +2.4
SMMD iShares Russell 2500 ETF 15.3 15 55 7.0 +2.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 14.8 24 46 8.4 +3.4
AFSM First Trust Active Factor Small Cap ETF 14.4 77 -7 8.8 +3.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 14.3 20 50 7.4 +2.4
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 14.2 35 35 7.9 +2.9
IJJ iShares S&P Mid-Cap 400 Value ETF 13.9 18 52 8.9 +3.9
IVOV Vanguard S&P Mid-Cap 400 Value ETF 13.9 15 55 8.9 +3.9
MDYV SPDR S&P 400 Mid Cap Value ETF 13.9 15 55 8.9 +3.9
FNDA Schwab Fundamental U.S. Small Co. Index ETF 13.9 25 45 6.6 +1.6
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 13.7 25 45 8.9 +3.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 13.7 29 41 7.7 +2.6
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 13.5 20 50 5.0 +0.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 13.3 60 10 7.4 +2.4
USMF WisdomTree U.S. Multifactor Fund 12.9 28 42 9.3 +4.3
BFOR Barron's 400 ETF 12.9 70 0 9.7 +4.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 12.8 29 41 9.0 +4.0
AVUV Avantis U.S. Small Cap Value ETF 12.4 25 45 10.4 +5.4
IMCG iShares Morningstar Mid-Cap Growth ETF 12.0 6 64 4.9 -0.1
EQAL Invesco Russell 1000 Equal Weight ETF 12.0 20 50 6.9 +1.8
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 12.0 29 41 8.5 +3.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 11.7 39 31 4.7 -0.4
TMFX Motley Fool Next Index ETF 11.7 50 20 4.0 -1.1
PSC Principal U.S. Small Cap Index ETF 11.6 38 32 8.0 +2.9
ONEO SPDR Russell 1000 Momentum Focus ETF 11.6 20 50 8.8 +3.8
VFMO Vanguard U.S. Momentum Factor ETF 11.6 13 57 6.0 +1.0
ISCV iShares Morningstar Small Cap Value ETF 11.2 6 64 8.8 +3.8
OUSM O'Shares FTSE Russell Small Cap Quality Dividend ETF 11.1 48 22 8.1 +3.0
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 10.9 64 6 9.5 +4.4
BUL Pacer US Cash Cows Growth ETF 10.8 60 10 9.7 +4.6
LSAF LeaderShares AlphaFactor US Core Equity ETF 10.8 75 -5 10.3 +5.3
QMOM Alpha Architect U.S. Quantitative Momentum ETF 10.8 49 21 5.7 +0.7
VUSE Vident Core US Equity Fund 10.7 48 22 11.6 +6.6
FCG First Trust Natural Gas ETF 10.7 60 10 11.7 +6.7
IWP iShares Russell Mid-Cap Growth ETF 10.6 23 47 4.7 -0.3
XMLV Invesco S&P MidCap Low Volatility ETF 10.5 25 45 6.9 +1.8
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 10.4 30 40 7.8 +2.7
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 10.3 85 -15 7.6 +2.6
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 10.1 9 61 5.4 +0.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 10.0 16 54 8.6 +3.6
IJT iShares S&P Small-Cap 600 Growth ETF 10.0 18 52 8.4 +3.3
SLYG SPDR S&P 600 Small Cap Growth ETF 10.0 15 55 8.4 +3.4
SIXL 6 Meridian Low Beta Equity Strategy ETF 10.0 88 -18 6.1 +1.1
VFQY Vanguard U.S. Quality Factor ETF 9.9 13 57 8.8 +3.8
VFMF Vanguard U.S. Multifactor ETF 9.7 19 51 10.3 +5.3
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 9.7 35 35 7.5 +2.5
DWAS Invesco DWA SmallCap Momentum ETF 9.6 60 10 5.4 +0.4
XOP SPDR S&P Oil & Gas Exploration & Production ETF 9.6 35 35 6.3 +1.2
WGRO WisdomTree U.S. Growth & Momentum Fund 9.5 55 15 7.8 +2.8
ONEV SPDR Russell 1000 Low Volatility Focus ETF 9.5 20 50 7.7 +2.6
WTV WisdomTree US Value Fund 9.4 12 58 9.9 +4.9
IWR iShares Russell Midcap ETF 9.4 19 51 6.5 +1.5
IEO iShares U.S. Oil & Gas Exploration & Production ETF 9.4 42 28 6.8 +1.8
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 9.3 17 53 8.2 +3.1
IMCB iShares Morningstar Mid-Cap ETF 9.3 4 66 6.6 +1.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 9.3 4 66 6.7 +1.7
PXI Invesco DWA Energy Momentum ETF 9.2 60 10 6.1 +1.1
SCHH Schwab U.S. REIT ETF 9.1 7 63 6.0 +1.0
USRT iShares Core U.S. REIT ETF 9.1 8 62 6.4 +1.4
FREL Fidelity MSCI Real Estate Index ETF 9.1 9 62 6.1 +1.1
VFLQ Vanguard U.S. Liquidity Factor ETF 8.9 13 57 2.0 -3.0
DWEQ AdvisorShares Dorsey Wright Alpha Equal Weight ETF 8.8 96 -26 4.2 -0.9
ETHO Etho Climate Leadership U.S. ETF 8.8 48 22 5.0 0.0
RYLD Global X Russell 2000 Covered Call ETF 8.8 60 10 1.1 -4.0
FRI First Trust S&P REIT Index Fund 8.7 50 20 5.8 +0.8
ROUS Hartford Multifactor US Equity ETF 8.7 19 51 7.9 +2.9
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 8.7 11 59 6.2 +1.2
DFAR Dimensional US Real Estate ETF 8.7 19 51 5.8 +0.8
QVAL Alpha Architect U.S. Quantitative Value ETF 8.7 49 21 16.2 +11.2
USVT US Value ETF 8.7 49 21 12.5 +7.5
VNQ Vanguard REIT Index Fund 8.7 12 58 6.2 +1.1
FTXN First Trust Nasdaq Oil & Gas ETF 8.5 60 10 19.7 +14.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 8.4 18 52 8.2 +3.2
IWS iShares Russell Mid-Cap Value ETF 8.4 23 47 7.5 +2.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 8.2 35 35 11.0 +6.0
COWZ Pacer US Cash Cows 100 ETF 8.1 49 21 12.7 +7.7
IYR iShares U.S. Real Estate ETF 8.1 41 29 6.0 +1.0
ONEY SPDR Russell 1000 Yield Focus ETF 8.0 20 50 9.4 +4.4
PAVE Global X U.S. Infrastructure Development ETF 8.0 47 23 8.3 +3.3
IWN iShares Russell 2000 Value ETF 8.0 24 46 6.0 +1.0
VTWV Vanguard Russell 2000 Value Index Fund 8.0 15 55 2.8 -2.2
TTAC TrimTabs US Free Cash Flow Quality ETF 7.9 59 11 7.3 +2.3
FDMO Fidelity Momentum Factor ETF 7.9 29 41 4.9 -0.2
PSR Invesco Active U.S. Real Estate Fund 7.8 35 35 5.7 +0.7
RWR SPDR Dow Jones REIT ETF 7.7 25 45 6.3 +1.3
PXE Invesco Dynamic Energy Exploration & Production ETF 7.7 63 7 6.3 +1.3
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 7.6 60 10 12.1 +7.1
VAMO Cambria Value & Momentum ETF 7.6 64 6 10.8 +5.8
FLRG Fidelity U.S. Multifactor ETF 7.6 29 41 8.3 +3.3
FCPI Fidelity Stocks for Inflation ETF 7.5 29 41 10.1 +5.1
CZA Invesco Zacks Mid-Cap ETF 7.5 69 1 6.7 +1.7
OSCV Opus Small Cap Value Plus ETF 7.5 79 -9 6.2 +1.2
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 7.5 75 -5 7.8 +2.8
XSW SPDR S&P Software & Services ETF 7.4 35 35 3.9 -1.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 7.4 15 55 8.7 +3.6
FXD First Trust Consumer Discretionary AlphaDEX Fund 7.4 63 7 9.5 +4.5
REET iShares Global REIT ETF 7.3 14 56 6.1 +1.1
TPLC Timothy Plan US Large Cap Core ETF 7.3 52 18 6.4 +1.4
KLCD KFA Large Cap Quality Dividend Index ETF 7.2 42 28 6.7 +1.6
PPTY PPTY-U.S. Diversified Real Estate ETF 7.2 49 21 5.9 +0.9
XMHQ Invesco S&P MidCap Quality ETF 7.2 25 45 8.9 +3.9
IJR iShares Core S&P Small Cap ETF 7.2 6 64 8.2 +3.2
SPSM SPDR Portfolio S&P 600 Small Cap ETF 7.1 5 65 8.2 +3.2
SLY SPDR S&P 600 Small Cap ETF 7.1 15 55 8.1 +3.1
VIOO Vanguard S&P Small-Cap 600 ETF 7.1 10 60 8.2 +3.2
RWO SPDR Dow Jones Global Real Estate ETF 7.1 50 20 5.8 +0.8
QGRO American Century STOXX U.S. Quality Growth ETF 7.1 29 41 8.5 +3.5
JMOM JPMorgan U.S. Momentum Factor ETF 7.1 12 58 6.4 +1.4
RYJ Invesco Raymond James SB-1 Equity ETF 7.0 75 -5 3.4 -1.6
QDYN FlexShares Quality Dividend Dynamic Index Fund 6.9 37 33 8.6 +3.6
ESIX SPDR S&P SmallCap 600 ESG ETF 6.9 12 58 8.5 +3.4
FFR First Trust FTSE EPRA/NAREIT Developed Markets Real Estate 6.8 60 10 6.1 +1.1
SMLE Xtrackers S&P SmallCap 600 ESG ETF 6.8 15 55 8.4 +3.4
JHMI John Hancock Multifactor Industrials ETF 6.7 40 30 7.5 +2.5
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 6.7 19 51 8.5 +3.5
HOMZ Hoya Capital Housing ETF 6.6 30 40 10.5 +5.5
AVRE Avantis Real Estate ETF 6.6 17 53 5.9 +0.8
BOSS Global X Founder-Run Companies ETF 6.5 45 25 3.5 -1.5
IGE iShares North American Natural Resources ETF 6.5 43 27 5.8 +0.8
IMCV iShares Morningstar Mid-Cap Value ETF 6.5 6 64 8.0 +3.0
DFAT Dimensional U.S. Targeted Value ETF 6.5 34 36 9.3 +4.3
JHME John Hancock Multifactor Energy ETF 6.5 40 30 5.6 +0.6
PEZ Invesco DWA Consumer Cyclicals Momentum ETF 6.5 60 10 7.4 +2.4
XSMO Invesco S&P SmallCap Momentum ETF 6.4 39 31 10.0 +4.9
XJR iShares ESG Screened S&P Small-Cap ETF 6.3 12 58 8.0 +2.9
SXQG 6 Meridian Quality Growth ETF 6.2 100 -30 5.7 +0.7
VIS Vanguard Industrials Index Fund 6.2 10 60 6.1 +1.1
DFAC Dimensional U.S. Core Equity 2 ETF 6.2 19 51 7.3 +2.2
SQEW LeaderShares Equity Skew ETF 6.2 75 -5 6.8 +1.8
FIDU Fidelity MSCI Industrials Index ETF 6.1 8 62 6.6 +1.6
FENY Fidelity MSCI Energy Index ETF 6.1 8 62 5.7 +0.7
STLV iShares Factors US Value Style ETF 6.1 25 45 9.7 +4.7
VDE Vanguard Energy Index Fund 6.1 10 60 5.7 +0.7
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 6.0 108 -38 7.2 +2.1
DVLU First Trust Dorsey Wright Momentum & Value ETF 6.0 60 10 13.1 +8.0
RAYD Rayliant Quantitative Developed Market Equity ETF 6.0 80 -10 9.6 +4.6
SLT Pacer Salt High truBeta US Market ETF 5.8 60 10 0.0 -5.0
IFRA iShares U.S. Infrastructure ETF 5.8 30 40 6.8 +1.7
FPX First Trust US IPO Index Fund 5.8 57 13 2.8 -2.3
XRT SPDR S&P Retail ETF 5.7 35 35 7.8 +2.8
SIZE iShares MSCI USA Size Factor ETF 5.7 15 55 6.8 +1.8
KOMP SPDR Kensho New Economies Composite ETF 5.7 20 50 1.3 -3.7
XMVM Invesco S&P MidCap Value with Momentum ETF 5.6 39 31 13.4 +8.4
FMAT Fidelity MSCI Materials Index ETF 5.6 8 62 8.3 +3.2
JHMC John Hancock Multifactor Consumer Discretionary ETF 5.6 40 30 5.8 +0.8
VAW Vanguard Materials Index Fund 5.6 10 60 8.1 +3.1
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 5.5 39 31 7.9 +2.8
LRGF iShares Edge MSCI Multifactor USA ETF 5.5 20 50 9.0 +3.9
JQUA JPMorgan U.S. Quality Factor ETF 5.5 12 58 7.0 +2.0
EUSA iShares MSCI USA Equal Weighted ETF 5.5 9 61 6.6 +1.6
JHMT John Hancock Multifactor Technology ETF 5.4 40 30 7.0 +1.9
FTHI First Trust High Income ETF 5.4 85 -15 4.3 -0.7
QDF FlexShares Quality Dividend Index Fund 5.3 37 33 7.8 +2.8
WLDR Affinity World Leaders Equity ETF 5.3 67 3 10.4 +5.3
BTHM BlackRock Future U.S. Themes ETF 5.3 60 10 6.7 +1.6
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 5.3 35 35 7.0 +2.0
CFA VictoryShares US 500 Volatility Weighted Index ETF 5.3 35 35 7.0 +2.0
JDIV JPMorgan U.S. Dividend ETF 5.3 12 58 8.6 +3.6
IBB iShares NASDAQ Biotechnology ETF 5.2 45 25 0.1 -4.9
PEXL Pacer US Export Leaders ETF 5.2 60 10 7.0 +2.0
YPS Arrow Reverse Cap 500 ETF 5.2 29 41 6.8 +1.8
FFTY Innovator IBD 50 ETF 5.1 80 -10 12.5 +7.5
PFI Invesco DWA Financial Momentum ETF 5.1 60 10 6.0 +1.0
VALQ American Century STOXX U.S. Quality Value ETF 5.1 29 41 10.0 +5.0
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 5.1 69 1 6.9 +1.9
JSML Janus Henderson Small Cap Growth Alpha ETF 5.1 30 40 10.4 +5.4
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 5.0 60 10 9.0 +4.0
PY Principal Shareholder Yield Index ETF 5.0 15 55 11.5 +6.5
PWC Invesco Dynamic Market ETF 5.0 60 10 6.9 +1.9
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 5.0 25 45 6.9 +1.9
BTEC Principal Healthcare Innovators Index ETF 4.9 42 28 -6.2 -11.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.9 15 55 8.1 +3.1
AVUS Avantis U.S. Equity ETF 4.9 15 55 7.5 +2.5
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 4.9 41 29 6.8 +1.8
FXL First Trust Technology AlphaDEX Fund 4.8 61 9 7.2 +2.2
QLV FlexShares US Quality Low Volatility Index Fund 4.8 22 48 5.8 +0.8
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 4.8 12 58 7.1 +2.1
JHMA John Hancock Multifactor Materials ETF 4.8 40 30 10.4 +5.3
VFVA Vanguard U.S. Value Factor ETF 4.8 14 56 13.0 +8.0
PKW Invesco Buyback Achievers ETF 4.8 64 6 10.0 +5.0
PRN Invesco DWA Industrials Momentum ETF 4.8 60 10 7.6 +2.5
AMER Emles Made in America ETF 4.8 49 21 9.6 +4.6
BMED BlackRock Future Health ETF 4.7 85 -15 2.1 -3.0
STLG iShares Factors US Growth Style ETF 4.7 25 45 8.7 +3.7
IYJ iShares U.S. Industrials ETF 4.6 42 28 6.6 +1.6
SDY SPDR S&P Dividend ETF 4.6 35 35 6.9 +1.8
BLDG Cambria Global Real Estate ETF 4.6 59 11 6.8 +1.8
FPRO Fidelity Real Estate Investment ETF 4.6 59 11 5.1 +0.1
JVAL JPMorgan U.S. Value Factor ETF 4.5 12 58 9.6 +4.6
IBBQ Invesco Nasdaq Biotechnology ETF 4.5 0 70 0.1 -4.9
AVLV Avantis U.S. Large Cap Value ETF 4.5 15 55 9.4 +4.4
CSML IQ Chaikin U.S. Small Cap ETF 4.5 35 35 6.1 +1.1
SYLD Cambria Shareholder Yield ETF 4.4 59 11 13.1 +8.1
SAMT Strategas Macro Thematic Opportunities ETF 4.4 65 5 3.7 -1.4
JHMH John Hancock Multifactor Healthcare ETF 4.4 40 30 7.1 +2.1
MIDF iShares Edge MSCI Multifactor USA Mid-Cap ETF 4.3 25 45 11.2 +6.2
AFLG First Trust Active Factor Large Cap ETF 4.2 55 15 7.9 +2.9
RESP WisdomTree US ESG Fund of Benef Interest 4.2 28 42 7.9 +2.9
FDLO Fidelity Low Volatility Factor ETF 4.2 29 41 5.8 +0.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4.1 30 40 7.7 +2.7
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 4.1 60 10 5.1 +0.0
KONG Formidable Fortress ETF 4.1 89 -19 6.2 +1.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 4.1 15 55 14.6 +9.5
IEME iShares Evolved U.S. Media & Entertainment ETF 4.0 18 52 6.4 +1.4
ITB iShares U.S. Home Construction ETF 4.0 41 29 17.8 +12.8
PTF Invesco DWA Technology Momentum ETF 4.0 60 10 5.2 +0.2
IEIH iShares Evolved U.S. Innovative Healthcare ETF 4.0 18 52 4.8 -0.2
CGW Invesco S&P Global Water Index ETF 3.9 57 13 4.9 -0.1
JMIN JPMorgan U.S. Minimum Volatility ETF 3.9 12 58 6.3 +1.2
GQRE FlexShares Global Quality Real Estate Index Fund 3.9 45 25 6.8 +1.8
REVS Columbia Research Enhanced Value ETF 3.8 19 51 8.9 +3.9
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 3.8 50 20 3.5 -1.6
FMIL Fidelity New Millennium ETF 3.8 59 11 7.3 +2.3
XBI SPDR S&P BIOTECH ETF 3.7 35 35 -5.7 -10.7
XHB SPDR S&P Homebuilders ETF 3.7 35 35 13.9 +8.9
AIEQ AI Powered Equity ETF 3.7 80 -10 6.5 +1.5
FXZ First Trust Materials AlphaDEX Fund 3.7 67 3 15.2 +10.2
IYM iShares U.S. Basic Materials ETF 3.7 43 27 10.6 +5.5
MVPS Amplify Thematic All-Stars ETF 3.7 49 21 2.3 -2.7
PHO Invesco Water Resources ETF 3.7 60 10 4.2 -0.8
PSET Principal Price Setters Index ETF 3.6 15 55 7.2 +2.2
PSL Invesco DWA Consumer Staples Momentum ETF 3.6 60 10 6.4 +1.4
CVY Invesco Zacks Multi-Asset Income ETF 3.6 100 -30 10.7 +5.7
IEDI iShares Evolved U.S. Discretionary Spending ETF 3.6 18 52 5.4 +0.4
BBP BioShares Biotechnology Products Fund 3.6 79 -9 -5.1 -10.2
SHE SPDR SSGA Gender Diversity Index ETF 3.6 20 50 6.2 +1.2
NUMV Nuveen ESG Mid-Cap Value ETF 3.6 30 40 8.6 +3.6
SSLY Syntax Stratified SmallCap ETF 3.6 40 30 7.7 +2.7
ANEW ProShares MSCI Transformational Changes ETF 3.6 45 25 4.3 -0.7
PKB Invesco Dynamic Building & Construction ETF 3.6 60 10 14.5 +9.5
FQAL Fidelity Quality Factor ETF 3.5 29 41 7.3 +2.3
KCE SPDR S&P Capital Markets ETF 3.5 35 35 11.5 +6.5
MRND IQ U.S. Mid Cap R&D Leaders ETF 3.5 16 54 3.2 -1.8
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 3.5 40 30 7.9 +2.8
RWJ Invesco S&P SmallCap 600 Revenue ETF 3.5 39 31 10.1 +5.1
FXN First Trust Energy AlphaDEX Fund 3.5 64 6 9.5 +4.5
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 3.5 69 1 8.2 +3.2
IUSG iShares Core S&P US Growth ETF 3.5 4 66 6.2 +1.2
AUSF Global X Adaptive U.S. Factor ETF 3.5 27 43 6.3 +1.2
FDIS Fidelity MSCI Consumer Discretionary Index ETF 3.5 8 62 6.1 +1.1
VCR Vanguard Consumer Discretionary Index Fund 3.5 10 60 6.0 +0.9
IVES Wedbush ETFMG Global Cloud Technology ETF 3.5 68 2 3.8 -1.2
DFAU Dimensional US Core Equity Market ETF 3.5 12 58 6.7 +1.7
PYZ Invesco DWA Basic Materials Momentum ETF 3.5 60 10 11.8 +6.7
FXH First Trust Health Care AlphaDEX Fund 3.4 61 9 7.5 +2.5
IYE iShares U.S. Energy ETF 3.4 42 28 5.3 +0.3
SVAL iShares US Small Cap Value Factor ETF 3.4 20 50 11.2 +6.2
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 3.4 21 49 4.3 -0.7
FIW First Trust Water ETF 3.4 54 16 4.3 -0.7
JRNY ALPS Global Travel Beneficiaries ETF 3.3 65 5 1.0 -4.1
VNMC Natixis Vaughan Nelson Mid Cap ETF 3.3 85 -15 7.0 +2.0
ESGV Vanguard ESG U.S. Stock ETF 3.3 9 61 6.4 +1.4
XSD SPDR S&P Semiconductor ETF 3.3 35 35 6.4 +1.3
IGV iShares Expanded Tech-Software ETF 3.3 43 27 4.0 -1.1
XHS SPDR S&P Health Care Services ETF 3.3 35 35 3.6 -1.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 3.3 3 67 6.2 +1.2
GVIP Goldman Sachs Hedge Industry VIP ETF 3.3 45 25 4.8 -0.2
VTHR Vanguard Russell 3000 Index Fund 3.3 10 60 6.1 +1.1
HLGE Hartford Longevity Economy ETF 3.3 44 26 8.8 +3.7
VTI Vanguard Total Stock Market Index Fund 3.3 3 67 5.9 +0.9
FILL iShares MSCI Global Energy Producers ETF 3.3 39 31 7.9 +2.9
SCHB Schwab U.S. Broad Market ETF 3.2 3 67 6.3 +1.3
JSTC Adasina Social Justice All Cap Global ETF 3.2 89 -19 6.9 +1.8
IWV iShares Russell 3000 ETF 3.2 20 50 6.1 +1.1
ITAN Sparkline Intangible Value ETF 3.2 50 20 7.7 +2.7
BOUT Innovator IBD Breakout Opportunities ETF 3.2 84 -14 8.0 +3.0
LGLV SPDR Russell 1000 Low Volatility ETF 3.2 12 58 5.7 +0.7
PSI Invesco Dynamic Semiconductors ETF 3.2 56 14 7.7 +2.7
BFTR Future Innovators ETF 3.2 80 -10 1.4 -3.7
RITA ETFB Green SRI REITs ETF 3.2 50 20 4.6 -0.4
IYC iShares U.S. Consumer Services ETF 3.2 43 27 4.7 -0.3
ALFA AlphaClone Alternative Alpha ETF 3.2 65 5 5.3 +0.3
IBBJ Defiance Nasdaq Junior Biotechnology ETF 3.2 45 25 0.0 -5.0
RECS Columbia Research Enhanced Core ETF 3.2 15 55 7.6 +2.6
GBGR Global Beta Momentum-Growth ETF 3.1 29 41 2.1 -3.0
QDEF FlexShares Quality Dividend Defensive Index Fund 3.1 37 33 7.3 +2.3
FDWM Fidelity Women's Leadership ETF 3.1 59 11 6.5 +1.5
RSP Invesco S&P 500 Equal Weight ETF 3.1 20 50 6.9 +1.8
NUMG Nuveen ESG Mid-Cap Growth ETF 3.1 30 40 1.9 -3.1
PTH Invesco DWA Healthcare Momentum ETF 3.1 60 10 2.3 -2.7
SQLV Legg Mason Small-Cap Quality Value 3.1 61 9 10.4 +5.4
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 3.0 20 50 9.6 +4.6
WCLD WisdomTree Cloud Computing Fund 3.0 45 25 -1.8 -6.8
CALF Pacer US Small Cap Cash Cows 100 ETF 3.0 59 11 14.1 +9.1
VFMV Vanguard U.S. Minimum Volatility ETF 3.0 13 57 6.2 +1.2
DFSV Dimensional US Small Cap Value ETF 3.0 31 39 9.3 +4.2
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 3.0 60 10 -1.0 -6.0
VSDA VictoryShares Dividend Accelerator ETF 3.0 35 35 7.0 +1.9
MGMT Ballast Small/Mid Cap ETF 3.0 110 -40 9.6 +4.6
GENY Principal Millennials Index ETF 3.0 45 25 4.7 -0.3
DFUV Dimensional US Marketwide Value ETF 3.0 0 70 0.0 -5.0
FCLD Fidelity Cloud Computing ETF 3.0 39 31 4.7 -0.4
ERSX ERShares NextGen Entrepreneurs ETF 2.9 75 -5 6.4 +1.4
VRAI Virtus Real Asset Income ETF 2.9 55 15 6.8 +1.7
IWD iShares Russell 1000 Value ETF 2.9 19 51 7.6 +2.5
SKYY First Trust Cloud Computing ETF 2.9 60 10 4.4 -0.6
VONV Vanguard Russell 1000 Value Index Fund 2.9 8 62 7.7 +2.7
EBLU Ecofin Global Water ESG Fund 2.9 40 30 4.8 -0.3
DIV Global X SuperDividend US ETF 2.9 45 25 6.4 +1.4
PEJ Invesco Dynamic Leisure & Entertainment ETF 2.8 55 15 1.1 -3.9
XITK SPDR FactSet Innovative Technology ETF 2.8 45 25 -3.6 -8.6
HKND Humankind US Stock ETF 2.8 11 59 7.8 +2.8
VHT Vanguard Health Care Index Fund 2.8 10 60 6.3 +1.3
FHLC Fidelity MSCI Health Care Index ETF 2.8 8 62 6.3 +1.2
AQWA Global X Clean Water ETF 2.8 50 20 5.0 0.0
DSTL Distillate US Fundamental Stability & Value ETF 2.8 39 31 7.7 +2.7
PSYK PSYK ETF 2.8 75 -5 -564.9 -569.9
IYY iShares Dow Jones U.S. ETF 2.8 20 50 6.2 +1.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 2.8 38 32 7.2 +2.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.8 15 55 6.3 +1.2
CTRU ARK Transparency ETF 2.8 55 15 3.0 -2.0
IHF iShares U.S. Healthcare Providers ETF 2.7 42 28 6.5 +1.4
SCHK Schwab 1000 Index ETF 2.7 5 65 6.4 +1.4
DEIF Sterling Capital Diverse Multi-Manager Active ETF 2.7 65 5 7.0 +2.0
TMDV ProShares Russell US Dividend Growers ETF 2.7 36 34 6.3 +1.3
GLIF AGFiQ Global Infrastructure ETF 2.7 45 25 4.8 -0.2
TECB iShares US Tech Breakthrough Multisector ETF 2.7 40 30 6.0 +0.9
FVAL Fidelity Value Factor ETF 2.7 29 41 9.9 +4.9
ILCG iShares Morningstar Growth ETF 2.7 4 66 4.9 -0.2
IYT iShares Transportation Average ETF 2.7 42 28 3.2 -1.8
XTN SPDR S&P Transportation ETF 2.7 35 35 1.4 -3.7
INDS Pacer Benchmark Industrial Real Estate SCTR ETF 2.6 60 10 4.4 -0.6
PSJ Invesco Dynamic Software ETF 2.6 56 14 3.9 -1.1
JPRE JPMorgan Realty Income ETF 2.6 50 20 4.9 -0.1
ROSC Hartford Multifactor Small Cap ETF 2.6 34 36 11.1 +6.0
IVRA Invesco Real Assets ESG ETF 2.6 59 11 5.5 +0.5
WCBR WisdomTree Cybersecurity Fund 2.6 45 25 0.0 -5.0
JHML John Hancock Multifactor Large Cap ETF 2.6 29 41 6.8 +1.8
DFUS Dimensional U.S. Equity ETF 2.6 11 59 6.5 +1.4
NURE Nuveen Short-Term REIT ETF 2.6 35 35 4.2 -0.8
VOT Vanguard Mid-Cap Growth Index Fund 2.6 7 63 4.5 -0.6
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 2.6 15 55 8.3 +3.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.6 12 58 6.0 +1.0
SPTM SPDR Portfolio Total Stock Market ETF 2.6 3 67 6.6 +1.6
FLQL Franklin LibertyQ U.S. Equity ETF 2.5 15 55 7.7 +2.7
PSCT Invesco S&P SmallCap Information Technology ETF 2.5 29 41 6.7 +1.7
DTD WisdomTree U.S.Total Dividend Fund 2.5 28 42 7.5 +2.5
FBCG Fidelity Blue Chip Growth ETF 2.5 59 11 2.9 -2.2
TRYP SonicShares Airlines, Hotels, Cruise Lines ETF 2.5 75 -5 -4.1 -9.1
CRUZ Defiance Hotel Airline and Cruise ETF 2.5 45 25 -4.5 -9.5
FVD First Trust Value Line Dividend Index Fund 2.5 70 0 6.2 +1.2
PUI Invesco DWA Utilities Momentum ETF 2.5 60 10 5.5 +0.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.4 14 56 6.4 +1.4
FITE SPDR Kensho Future Security ETF 2.4 45 25 3.7 -1.3
VONE Vanguard Russell 1000 ETF 2.4 8 62 6.4 +1.4
IWB iShares Russell 1000 ETF 2.4 15 55 6.3 +1.3
JHMF John Hancock Multifactor Financials ETF 2.4 40 30 9.1 +4.1
VLU SPDR S&P 1500 Value Tilt ETF 2.4 12 58 8.6 +3.5
PBE Invesco Dynamic Biotechnology & Genome ETF 2.4 59 11 2.5 -2.5
VO Vanguard Mid-Cap Index Fund 2.4 4 66 6.2 +1.2
DRW WisdomTree Global ex-US Real Estate Fund 2.4 58 12 4.6 -0.4
TPHD Timothy Plan High Dividend Stock ETF 2.4 52 18 6.7 +1.7
TPHE Timothy Plan High Dividend Stock Enhanced ETF 2.4 52 18 6.4 +1.4
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 2.4 47 23 0.2 -4.8
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.4 15 55 4.4 -0.6
CLOU Global X Cloud Computing ETF 2.3 68 2 1.7 -3.3
FNDB Schwab Fundamental U.S. Broad Market Index ETF 2.3 25 45 7.8 +2.7
KOCG FIS Knights of Columbus Global Belief ETF 2.3 75 -5 7.8 +2.8
PXQ Invesco Dynamic Networking ETF 2.3 63 7 4.6 -0.5
IEHS iShares Evolved U.S. Healthcare Staples ETF 2.3 18 52 6.2 +1.2
HOTL Kelly Hotel & Lodging Sector ETF 2.3 78 -8 3.3 -1.7
SAGP Strategas Global Policy Opportunities ETF 2.3 65 5 7.5 +2.5
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.3 20 50 5.4 +0.4
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.3 60 10 8.6 +3.5
BEDZ AdvisorShares Hotel ETF 2.3 99 -29 1.8 -3.3
NZRO Strategy Shares Halt Climate Change ETF 2.3 95 -25 1.9 -3.1
VGT Vanguard Information Technology Index Fund 2.3 10 60 6.2 +1.2
FTEC Fidelity MSCI Information Technology Index ETF 2.3 8 62 6.2 +1.2
MXDU Nationwide Maximum Diversification US Core Equity ETF 2.3 34 36 5.7 +0.7
IHI iShares U.S. Medical Devices ETF 2.3 41 29 4.5 -0.6
XHE SPDR S&P Health Care Equipment ETF 2.3 35 35 -1.5 -6.5
MMLG First Trust Multi-Manager Large Growth ETF 2.3 85 -15 2.9 -2.1
IPO Renaissance IPO ETF 2.2 60 10 18.1 +13.1
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 2.2 15 55 8.7 +3.7
RDOG ALPS REIT Dividend Dogs ETF 2.2 35 35 8.9 +3.9
FXO First Trust Financials AlphaDEX Fund 2.2 62 8 11.4 +6.4
SPRE SP Funds S&P Global REIT Sharia ETF 2.2 69 1 3.8 -1.2
OALC OneAscent Large Cap Core ETF 2.2 76 -6 6.6 +1.6
TMFS Motley Fool Small Cap Growth ETF 2.2 85 -15 3.1 -2.0
FUNL CornerCap Fundametrics Large-Cap ETF 2.2 50 20 8.7 +3.7
IGM iShares Expanded Tech Sector ETF 2.2 43 27 5.9 +0.8
SPHB Invesco S&P 500 High Beta ETF 2.2 25 45 4.7 -0.4
FDN First Trust Dow Jones Internet Index Fund 2.2 51 19 4.3 -0.7
RFFC RiverFront Dynamic US Flex-Cap ETF 2.2 52 18 6.1 +1.1
PRF Invesco FTSE RAFI US 1000 ETF 2.2 39 31 7.9 +2.9
XSLV Invesco S&P SmallCap Low Volatility ETF 2.1 25 45 7.8 +2.8
XT iShares Exponential Technologies ETF 2.1 46 24 4.5 -0.5
LSLT Salt Low truBeta US Market ETF 2.1 60 10 0.0 -5.0
KRMA Global X Conscious Companies ETF 2.1 43 27 6.7 +1.7
XME SPDR S&P Metals & Mining ETF 2.1 35 35 9.4 +4.3
TPYP Tortoise North American Pipeline Fund 2.1 40 30 4.9 -0.1
REZ iShares Residential Real Estate Capped ETF 2.1 48 22 5.0 -0.0
RGI Invesco S&P 500 Equal Weight Industrials ETF 2.1 40 30 4.8 -0.3
XSHQ Invesco S&P SmallCap Quality ETF 2.1 29 41 10.1 +5.1
HART IQ Healthy Hearts ETF 2.1 45 25 5.5 +0.5
GRES IQ Global Resources ETF 2.0 30 40 8.3 +3.3
HEET Hartford Schroders ESG US Equity ETF 2.0 39 31 7.2 +2.2
FDVV Fidelity Core Dividend ETF 2.0 29 41 7.9 +2.9
NVQ QRAFT AI-Enhanced US Next Value ETF 2.0 75 -5 12.1 +7.0
ENTR Entrepreneur 30 Fund 2.0 49 21 5.8 +0.8
MDCP VictoryShares THB Mid Cap ESG ETF 2.0 55 15 6.5 +1.5
THNQ ROBO Global Artificial Intelligence ETF 2.0 68 2 3.5 -1.5
ESGS Columbia Sustainable U.S. Equity Income ETF 2.0 35 35 9.7 +4.7
ILCB iShares Morningstar U.S. Equity ETF 2.0 3 67 6.4 +1.4
GDOC Goldman Sachs Future Health Care Equity ETF 2.0 75 -5 1.8 -3.2
SCHV Schwab U.S. Large-Cap Value ETF 2.0 4 66 7.7 +2.7
SIMS SPDR S&P Kensho Intelligent Structures ETF 2.0 45 25 2.6 -2.5
IDAT iShares Cloud 5G and Tech ETF 2.0 47 23 7.1 +2.1
FDRR Fidelity Dividend ETF for Rising Rates 1.9 29 41 8.3 +3.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.9 52 18 5.9 +0.8
VT Vanguard Total World Stock ETF 1.9 8 62 6.8 +1.8
CLMA iClima Global Decarbonization Transition Leaders ETF 1.9 65 5 2.1 -3.0
FTXL First Trust Nasdaq Semiconductor ETF 1.9 60 10 8.8 +3.8
HAP VanEck Natural Resources ETF 1.9 49 21 7.6 +2.6
IWF iShares Russell 1000 Growth ETF 1.9 19 51 5.9 +0.9
VONG Vanguard Russell 1000 Growth Index Fund 1.9 8 62 6.0 +1.0
HACK ETFMG Prime Cyber Security ETF 1.9 60 10 3.7 -1.3
CIBR First Trust NASDAQ CEA Cybersecurity ETF 1.9 60 10 3.3 -1.7
CUT Invesco MSCI Global Timber ETF 1.9 61 9 9.2 +4.2
JRE Janus Henderson U.S. Real Estate ETF 1.9 65 5 4.9 -0.1
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 1.9 49 21 6.9 +1.9
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.9 52 18 8.8 +3.8
PSCE Invesco S&P SmallCap Energy ETF 1.9 29 41 4.8 -0.2
LVHD Legg Mason Low Volatility High Dividend ETF 1.9 27 43 7.8 +2.8
GRZZ Grizzle Growth ETF 1.9 75 -5 7.3 +2.2
FBCV Fidelity Blue Chip Value ETF 1.9 59 11 7.4 +2.4
PSCF Invesco S&P SmallCap Financials ETF 1.9 29 41 10.3 +5.3
DEW WisdomTree Global High Dividend Fund 1.8 58 12 8.9 +3.9
IYG iShares US Financial Services ETF 1.8 42 28 8.8 +3.8
MAGA Point Bridge GOP Stock Tracker ETF 1.8 72 -2 6.2 +1.2
FIVG Defiance Next Gen Connectivity ETF 1.8 30 40 7.0 +2.0
RIET Hoya Capital High Dividend Yield ETF 1.8 25 45 10.0 +4.9
FNCL Fidelity MSCI Financials Index ETF 1.8 8 62 9.5 +4.5
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.8 55 15 4.8 -0.3
SXUS Janus Henderson International Sustainable Equity ETF 1.8 60 10 4.4 -0.6
VCLN Virtus Duff & Phelps Clean Energy ETF 1.8 59 11 0.0 -5.0
VFH Vanguard Financials Index Fund 1.8 10 60 9.5 +4.5
CSD Invesco S&P Spin-Off ETF 1.8 65 5 6.0 +1.0
IETC iShares Evolved U.S. Technology ETF 1.8 18 52 5.7 +0.7
VOE Vanguard Mid-Cap Value Index Fund 1.8 7 63 7.7 +2.7
JHMU John Hancock Multifactor Utilities ETF 1.8 40 30 5.5 +0.4
LYFE 2nd Vote Life Neutral Plus ETF 1.8 75 -5 8.1 +3.1
TDV ProShares S&P Technology Dividend Aristocrats ETF 1.8 46 24 7.1 +2.1
FBT First Trust NYSE Arca Biotechnology Index Fund 1.8 55 15 0.7 -4.3
GURU Global X Guru Index ETF 1.8 75 -5 2.4 -2.7
VOX Vanguard Telecommunication Services Index Fund 1.8 10 60 7.3 +2.3
IEFN iShares Evolved U.S. Financials ETF 1.7 18 52 9.7 +4.7
SMDV ProShares Russell 2000 Dividend Growers ETF 1.7 41 29 6.7 +1.7
VIG Vanguard Dividend Appreciation Index Fund 1.7 6 64 6.7 +1.7
HTEC ROBO Global Healthcare Technology & Innovation ETF 1.7 68 2 0.5 -4.5
DUHP Dimensional US High Profitability ETF 1.7 22 48 8.6 +3.6
CARZ First Trust NASDAQ Global Auto Index Fund 1.7 70 0 6.1 +1.1
BNE Blue Horizon BNE ETF 1.7 87 -17 2.2 -2.8
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.7 50 20 6.2 +1.1
FTQI First Trust Nasdaq BuyWrite Income ETF 1.7 85 -15 4.1 -0.9
USMV iShares Edge MSCI Min Vol USA ETF 1.7 15 55 6.0 +1.0
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.7 9 61 6.8 +1.8
ACWF iShares MSCI Global Multifactor ETF 1.7 35 35 10.2 +5.2
PSCH Invesco S&P SmallCap Health Care ETF 1.7 29 41 4.3 -0.7
JHCS John Hancock Multifactor Media & Communications ETF 1.7 40 30 8.6 +3.5
WWOW Direxion World Without Waste ETF 1.6 50 20 0.2 -4.8
IHAK iShares Cybersecurity & Tech ETF 1.6 47 23 4.0 -1.1
BUG Global X Cybersecurity ETF 1.6 50 20 1.4 -3.6
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 1.6 75 -5 7.6 +2.6
SSPY Syntax Stratified LargeCap ETF 1.6 30 40 7.0 +2.0
TEMP JPMorgan Climate Change Solutions ETF 1.6 49 21 5.0 -0.1
SCHX Schwab U.S. Large-Cap ETF 1.6 3 67 6.4 +1.4
PNQI Invesco NASDAQ Internet ETF 1.6 60 10 3.5 -1.5
RYE Invesco S&P 500 Equal Weight Energy ETF 1.6 40 30 5.5 +0.5
IUSA Amberwave Invest USA JSG Fund 1.6 67 3 6.8 +1.7
BLES Inspire Global Hope Large Cap ETF 1.6 52 18 6.4 +1.4
KSCD KFA Small Cap Quality Dividend Index ETF 1.6 51 19 6.7 +1.7
FSST Fidelity Sustainability U.S. Equity ETF 1.6 59 11 6.3 +1.3
GBDV Global Beta Smart Income ETF 1.6 29 41 9.6 +4.6
XLI Industrial Select Sector SPDR Fund 1.6 10 60 6.4 +1.4
NULV Nuveen ESG Large-Cap Value ETF 1.6 25 45 8.0 +3.0
PINK Simplify Health Care ETF 1.6 50 20 4.9 -0.1
EVX VanEck Environmental Services ETF 1.6 55 15 3.7 -1.4
PFM Invesco Dividend Achievers ETF 1.6 53 17 6.6 +1.5
ACIO Aptus Collared Income Opportunity ETF 1.6 79 -9 5.5 +0.5
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 1.6 47 23 4.9 -0.2
ZIG The Acquirers Fund 1.6 89 -19 13.9 +8.9
AGNG Global X Aging Population ETF 1.6 50 20 3.9 -1.1
BTEK BlackRock Future Tech ETF 1.5 88 -18 0.7 -4.3
IUS Invesco Strategic US ETF 1.5 19 51 7.5 +2.5
IYH iShares U.S. Healthcare ETF 1.5 43 27 6.9 +1.9
CBSE Changebridge Capital Sustainable Equity ETF 1.5 85 -15 0.0 -5.0
MILN Global X Millennial Consumer ETF 1.5 50 20 3.4 -1.6
CGGR Capital Group Growth ETF 1.5 39 31 5.1 +0.1
BJK VanEck Gaming ETF 1.5 65 5 2.7 -2.3
RFV Invesco S&P Midcap 400 Pure Value ETF 1.5 35 35 11.6 +6.6
DHS WisdomTree U.S. High Dividend Fund 1.5 38 32 8.3 +3.3
MBOX Freedom Day Dividend ETF 1.5 39 31 8.6 +3.5
ROBO Robo Global Robotics & Automation Index ETF 1.5 95 -25 3.8 -1.2
ICF iShares Cohen & Steers REIT ETF 1.5 33 37 5.4 +0.4
APXH Apex Healthcare ETF 1.5 90 -20 8.7 +3.6
USXF iShares ESG Advanced MSCI USA ETF 1.5 10 60 6.3 +1.3
FXU First Trust Utilities AlphaDEX Fund 1.5 62 8 6.6 +1.5
DGRW WisdomTree U.S. Quality Dividend Growth Fund 1.5 28 42 7.4 +2.3
FDHT Fidelity Digital Health ETF 1.5 39 31 0.2 -4.8
NUDV Nuveen ESG Dividend ETF 1.5 25 45 7.9 +2.8
BAD B.A.D. ETF 1.5 75 -5 3.3 -1.7
BETZ Roundhill Sports Betting & iGaming ETF 1.5 75 -5 3.2 -1.9
IBET iBET Sports Betting and Gaming ETF 1.5 79 -9 2.6 -2.4
FNDX Schwab Fundamental U.S. Large Co. Index ETF 1.5 25 45 7.9 +2.9
IUSV iShares Core S&P U.S. Value ETF 1.5 4 66 7.4 +2.4
WDIV SPDR Global Dividend ETF 1.4 40 30 9.7 +4.7
XTL SPDR S&P Telecom ETF 1.4 35 35 5.9 +0.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.4 19 51 7.2 +2.2
QTUM Defiance Quantum ETF 1.4 40 30 7.1 +2.0
IYF iShares U.S. Financials ETF 1.4 42 28 8.9 +3.9
FCOM Fidelity MSCI Telecommunication Services Index ETF 1.4 8 62 7.4 +2.4
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 1.4 15 55 6.3 +1.3
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 1.4 65 5 0.1 -5.0
ILCV iShares Morningstar Value ETF 1.4 4 66 7.7 +2.7
ACES ALPS Clean Energy ETF 1.4 55 15 -0.6 -5.7
FUTY Fidelity MSCI Utilities Index ETF 1.4 8 62 5.7 +0.6
VPU Vanguard Utilities Index Fund 1.4 10 60 5.6 +0.6
RBUS Nationwide Risk-Based U.S. Equity ETF 1.4 30 40 6.0 +1.0
DVY iShares Select Dividend ETF 1.4 39 31 9.2 +4.2
IVDG Invesco Focused Discovery Growth ETF 1.4 59 11 5.0 -0.1
BUZZ VanEck Social Sentiment ETF 1.4 75 -5 -1.8 -6.8
SPYD SPDR S&P 500 High Dividend ETF 1.4 7 63 8.8 +3.8
EWRE Invesco S&P 500 Equal Weight Real Estate ETF 1.4 40 30 6.0 +0.9
XLRE The Real Estate Select Sector SPDR Fund 1.4 10 60 5.7 +0.7
CGUS Capital Group Core Equity ETF 1.4 33 37 6.5 +1.5
IWFH iShares Virtual Work and Life Multisector ETF 1.3 47 23 -1.3 -6.3
EMLP First Trust North American Energy Infrastructure Fund 1.3 96 -26 5.2 +0.2
DAT ProShares Big Data Refiners ETF 1.3 58 12 0.5 -4.5
BFIT Global X Health & Wellness ETF 1.3 50 20 6.2 +1.2
AIRR First Trust RBA American Industrial Renaissance ETF 1.3 70 0 7.1 +2.1
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.3 39 31 11.4 +6.3
IQM Franklin Intelligent Machines ETF 1.3 50 20 4.0 -1.0
EQOP Natixis U.S. Equity Opportunities ETF 1.3 90 -20 6.8 +1.7
KBWY Invesco KBW Premium Yield Equity REIT ETF 1.3 35 35 9.8 +4.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.3 20 50 8.0 +3.0
SIXS 6 Meridian Small Cap Equity ETF 1.3 100 -30 10.0 +5.0
DSI iShares MSCI KLD 400 Social ETF 1.3 25 45 6.4 +1.4
PICK iShares MSCI Global Metals & Mining Producers ETF 1.3 39 31 14.4 +9.4
GNR SPDR S&P Global Natural Resources ETF 1.2 40 30 9.8 +4.8
FTXH First Trust Nasdaq Pharmaceuticals ETF 1.2 60 10 11.4 +6.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 1.2 39 31 9.8 +4.8
IVEG iShares Emergent Food and AgTech Multisector ETF 1.2 47 23 7.2 +2.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.2 75 -5 7.4 +2.4
ACWV iShares MSCI Global Min Vol Factor ETF 1.2 20 50 6.0 +1.0
XDAT Franklin Exponential Data ETF 1.2 50 20 3.2 -1.8
NETL NETLease Corporate Real Estate ETF 1.2 60 10 7.6 +2.6
EINC VanEck Energy Income ETF 1.2 45 25 4.8 -0.3
ENFR Alerian Energy Infrastructure ETF 1.2 35 35 4.8 -0.3
MLPX Global X MLP & Energy Infrastructure ETF 1.2 45 25 4.5 -0.5
UMI USCF Midstream Energy Income Fund ETF 1.2 85 -15 3.5 -1.6
USAI Pacer American Energy Independence ETF 1.2 75 -5 3.4 -1.6
MTUM iShares MSCI USA Momentum Factor ETF 1.2 15 55 5.9 +0.9
PLAT WisdomTree Modern Tech Platforms Fund 1.2 20 50 2.0 -3.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 1.2 35 35 8.4 +3.4
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF 1.2 60 10 1.9 -3.1
QUS SPDR MSCI USA StrategicFactors ETF 1.2 15 55 6.8 +1.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.2 18 52 6.3 +1.3
JHMS John Hancock Multifactor Consumer Staples ETF 1.2 40 30 5.9 +0.8
MEME Roundhill MEME ETF 1.2 69 1 -3.9 -8.9
GBLD Invesco MSCI Green Building ETF 1.2 39 31 8.8 +3.7
SOXX iShares PHLX Semiconductor ETF 1.2 43 27 9.0 +4.0
ESGU iShares MSCI USA ESG Optimized ETF 1.2 15 55 6.3 +1.3
SCHG Schwab U.S. Large-Cap Growth ETF 1.2 4 66 5.0 -0.1
UVDV UVA Dividend Value ETF 1.2 80 -10 7.3 +2.3
SDEI Sound Equity Income ETF 1.2 45 25 10.4 +5.4
QLC FlexShares US Quality Large Cap Index Fund 1.2 32 38 7.2 +2.2
IYW iShares U.S. Technology ETF 1.2 43 27 6.2 +1.1
KIE SPDR S&P Insurance ETF 1.2 35 35 8.7 +3.7
SFYF SoFi 50 ETF 1.2 29 41 -2.8 -7.8
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.2 85 -15 5.5 +0.5
SOXQ Invesco PHLX Semiconductor ETF 1.2 0 70 9.4 +4.4
IAI iShares U.S. Broker-Dealers ETF 1.2 41 29 10.0 +5.0
PBS Invesco Dynamic Media ETF 1.2 63 7 8.8 +3.8
IDU iShares U.S. Utilities ETF 1.1 43 27 5.3 +0.3
VNSE Natixis Vaughan Nelson Select ETF 1.1 80 -10 4.0 -1.0
VDNI V-Shares US Leadership Diversity ETF 1.1 29 41 6.7 +1.7
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.1 15 55 6.5 +1.5
IGN iShares North American Tech-Multimedia Networking ETF 1.1 43 27 7.4 +2.4
NXTG First Trust Indxx NextG ETF 1.1 70 0 6.9 +1.9
RDVY First Trust Rising Dividend Achievers ETF 1.1 50 20 10.1 +5.0
DGRO iShares Core Dividend Growth ETF 1.1 8 62 7.8 +2.8
RYT Invesco S&P 500 Equal Weight Technology ETF 1.1 40 30 7.1 +2.0
VICE AdvisorShares Vice ETF 1.1 99 -29 5.6 +0.5
KRE SPDR S&P Regional Banking ETF 1.1 35 35 9.9 +4.9
HAIL SPDR S&P Kensho Smart Mobility ETF 1.1 45 25 3.5 -1.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.1 10 60 5.9 +0.9
EXI iShares Global Industrials ETF 1.1 43 27 6.1 +1.1
PBD Invesco Global Clean Energy ETF 1.1 75 -5 -0.4 -5.4
PBW Invesco WilderHill Clean Energy ETF 1.1 61 9 -8.1 -13.1
NULG Nuveen ESG Large-Cap Growth ETF 1.0 25 45 5.2 +0.2
TMFM Motley Fool Mid-Cap Growth ETF 1.0 85 -15 4.6 -0.4
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 1.0 75 -5 3.3 -1.8
EBIZ Global X E-Commerce ETF 1.0 50 20 3.5 -1.5
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.0 59 11 14.5 +9.5
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.0 65 5 3.4 -1.6
FTXR First Trust Nasdaq Transportation ETF 1.0 60 10 6.4 +1.4
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.0 10 60 6.0 +1.0
IYZ iShares U.S. Telecommunications ETF 1.0 42 28 10.0 +4.9
FDRV Fidelity Electric Vehicles and Future Transportation ETF 1.0 39 31 -1.1 -6.2
PBUS Invesco PureBeta MSCI USA ETF 1.0 4 66 6.4 +1.4
TYNE Direxion Nanotechnology ETF 1.0 65 5 -72.3 -77.3
CGGO Capital Group Global Growth Equity ETF 1.0 47 23 4.7 -0.4
IAK iShares U.S. Insurance ETF 1.0 42 28 8.2 +3.1
QUAL iShares MSCI Usa Quality Factor ETF 1.0 15 55 6.7 +1.7
NULC Nuveen ESG Large-Cap ETF 1.0 20 50 6.6 +1.6
DTEC ALPS Disruptive Technologies ETF 0.9 50 20 4.3 -0.7
JAVA JPMorgan Active Value ETF 0.9 44 26 7.1 +2.1
IHE iShares U.S. Pharmaceuticals ETF 0.9 42 28 6.7 +1.7
XPH SPDR S&P Pharmaceuticals ETF 0.9 35 35 3.2 -1.9
IJS iShares S&P Small-cap 600 Value ETF 0.9 18 52 8.2 +3.2
SLYV SPDR S&P 600 Small Cap Value ETF 0.9 15 55 8.3 +3.2
IECS iShares Evolved U.S. Consumer Staples ETF 0.9 18 52 5.7 +0.7
ERTH Invesco MSCI Sustainable Future ETF 0.9 55 15 4.1 -0.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.9 15 55 8.2 +3.2
GRNR Global X Green Building ETF 0.9 45 25 9.1 +4.1
FXG First Trust Consumer Staples AlphaDEX Fund 0.9 63 7 7.2 +2.2
MOON Direxion Moonshot Innovators ETF 0.9 65 5 -20.4 -25.4
PSCI Invesco S&P SmallCap Industrials ETF 0.9 29 41 8.5 +3.5
KVLE KFA Value Liner Dynamic Core Equity Index ETF 0.9 56 14 6.8 +1.8
BUYZ Franklin Disruptive Commerce ETF 0.9 50 20 0.0 -5.0
JOET Virtus Terranova US Quality Momentum ETF 0.9 29 41 6.9 +1.9
VDC Vanguard Consumer Staples Index Fund 0.9 10 60 5.7 +0.6
XLE Energy Select Sector SPDR Fund 0.9 10 60 6.1 +1.1
IVSG Invesco Select Growth ETF 0.9 48 22 5.3 +0.3
DTOX Amplify Cleaner Living ETF 0.9 59 11 -0.9 -5.9
ACTV LeaderShares Activist Leaders ETF 0.9 75 -5 8.9 +3.9
KBE SPDR S&P Bank ETF 0.9 35 35 11.3 +6.2
WFH Direxion Work From Home ETF 0.9 45 25 0.0 -5.0
FSTA Fidelity MSCI Consumer Staples Index ETF 0.9 8 62 5.7 +0.6
FRNW Fidelity Clean Energy ETF 0.9 39 31 1.9 -3.1
ICLN iShares Global Clean Energy ETF 0.9 42 28 1.8 -3.2
OCEN IQ Clean Oceans ETF 0.8 45 25 7.1 +2.1
EDOC Global X Telemedicine & Digital Health ETF 0.8 68 2 -2.4 -7.5
PIO Invesco Global Water ETF 0.8 75 -5 5.1 +0.1
IEZ iShares U.S. Oil Equipment & Services ETF 0.8 41 29 0.2 -4.9
OIH VanEck Oil Services ETF 0.8 35 35 -0.5 -5.5
PXJ Invesco Dynamic Oil & Gas Services ETF 0.8 63 7 -1.2 -6.2
XES SPDR S&P Oil & Gas Equipment & Services ETF 0.8 35 35 -3.1 -8.1
DEEP Roundhill Acquirers Deep Value ETF 0.8 80 -10 13.6 +8.6
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 0.8 45 25 3.3 -1.7
QWLD SPDR MSCI World StrategicFactors ETF 0.8 30 40 6.7 +1.7
SBIO ALPS Medical Breakthroughs ETF 0.8 50 20 -4.0 -9.0
WDNA WisdomTree BioRevolution Fund 0.8 45 25 -4.1 -9.1
KNGS UPHOLDINGS Compound Kings ETF 0.8 60 10 4.3 -0.8
RTM Invesco S&P 500 Equal Weight Materials ETF 0.8 40 30 8.0 +3.0
XLB Materials Select Sector SPDR Fund 0.8 10 60 7.1 +2.1
AVDR AVDR US LargeCap Leading ETF 0.8 60 10 6.5 +1.5
BIBL Inspire ETF 0.8 35 35 6.0 +0.9
LEAD Siren DIVCON Leaders Dividend ETF 0.8 43 27 8.5 +3.5
DFND Siren DIVCON Dividend Defender ETF 0.8 150 -80 6.7 +1.7
LGBT LGBTQ + ESG100 ETF 0.8 75 -5 0.0 -5.0
EPS WisdomTree U.S. Earnings 500 Fund 0.8 8 62 8.0 +3.0
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.8 45 25 2.3 -2.7
PBJ Invesco Dynamic Food & Beverage ETF 0.8 63 7 6.2 +1.2
JFWD Jacob Forward ETF 0.8 75 -5 -13.8 -18.8
BNGE First Trust S-Network Streaming and Gaming ETF 0.7 70 0 0.8 -4.3
GII SPDR S&P Global Infrastructure ETF 0.7 40 30 4.2 -0.8
IGF iShares Global Infrastructure ETF 0.7 43 27 4.2 -0.8
TINY ProShares Nanotechnology ETF 0.7 58 12 1.9 -3.2
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.7 47 23 6.1 +1.1
PSCC Invesco S&P SmallCap Consumer Staples ETF 0.7 29 41 5.0 -0.1
EATZ AdvisorShares Restaurant ETF 0.7 99 -29 4.7 -0.3
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.7 46 24 8.5 +3.4
HAUS Home Appreciation U.S. REIT ETF 0.7 60 10 4.5 -0.6
RESI Kelly Residential & Apartment Real Estate ETF 0.7 68 2 4.2 -0.8
XWEB SPDR S&P Internet ETF 0.7 35 35 -3.4 -8.4
TOK iShares MSCI Kokusai ETF 0.7 25 45 6.5 +1.5
SUSL iShares ESG MSCI USA Leaders ETF 0.7 10 60 6.4 +1.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.7 10 60 6.4 +1.4
KOKU Xtrackers MSCI Kokusai Equity ETF 0.7 9 61 6.6 +1.6
IWC iShares Micro-Cap ETF 0.7 60 10 -13.7 -18.8
EQUL IQ Engender Equality ETF 0.7 45 25 8.0 +3.0
ZGEN Generation Z ETF 0.7 60 10 -5.9 -10.9
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 0.7 35 35 8.3 +3.2
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 0.7 35 35 8.2 +3.2
TMFG Motley Fool Global Opportunities ETF 0.7 85 -15 4.5 -0.5
VEGN US Vegan Climate ETF 0.7 60 10 6.1 +1.1
XPND First Trust Expanded Technology ETF 0.7 65 5 6.3 +1.3
SPHQ Invesco S&P 500 Quality ETF 0.7 15 55 7.6 +2.6
ICAP InfraCap Equity Income Fund ETF 0.7 80 -10 9.4 +4.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.7 20 50 6.3 +1.3
VYM Vanguard High Dividend Yield Index ETF 0.7 6 64 8.2 +3.2
MDEV First Trust Indxx Medical Devices ETF 0.7 70 0 3.7 -1.4
VLUE iShares MSCI USA Value Factor ETF 0.7 15 55 12.8 +7.8
URTH iShares MSCI World ETF 0.7 24 46 6.5 +1.5
WBIY WBI Power Factor High Dividend ETF 0.7 70 0 11.8 +6.8
FAN First Trust Global Wind Energy ETF 0.7 62 8 4.1 -1.0
CATH Global X S&P 500 Catholic Values Custom ETF 0.7 29 41 6.2 +1.2
TPAY Tortoise Digital Payments Infrastructure Fund 0.6 40 30 14.2 +9.2
IPAY ETFMG Prime Mobile Payments ETF 0.6 75 -5 8.3 +3.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 0.6 25 45 6.0 +0.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 0.6 70 0 5.8 +0.8
JEPI JPMorgan Equity Premium Income ETF 0.6 35 35 5.7 +0.7
BULD Pacer BlueStar Engineering the Future ETF 0.6 60 10 -0.7 -5.7
ROOF IQ US Real Estate Small Cap ETF 0.6 70 0 8.7 +3.7
VSLU Applied Finance Valuation Large Cap ETF 0.6 49 21 8.0 +2.9
ORFN Constrained Capital ESG Orphans ETF 0.6 75 -5 5.5 +0.5
GAMR ETFMG Video Game Tech ETF 0.6 75 -5 7.0 +2.0
SUSA iShares MSCI USA ESG Select ETF 0.6 25 45 6.3 +1.3
KEMQ Kraneshares Emerging Markets Consumer Technology Index ETF 0.6 60 10 0.5 -4.5
SPMO Invesco S&P 500 Momentum ETF 0.6 13 57 6.3 +1.3
IDRV iShares Self-driving EV & Tech ETF 0.6 47 23 7.9 +2.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.6 20 50 6.7 +1.7
EPRE First Trust TCW ESG Premier Equity ETF 0.6 85 -15 5.1 +0.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.6 12 58 6.3 +1.3
DES WisdomTree U.S. SmallCap Dividend Fund 0.6 38 32 9.3 +4.3
OGIG O'Shares Global Internet Giants ETF 0.6 48 22 0.0 -5.0
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 0.6 29 41 15.3 +10.2
IXC iShares Global Energy ETF 0.6 43 27 7.0 +2.0
FEVR Inspire Faithward Large Cap Momentum ESG ETF 0.6 85 -15 5.8 +0.8
MKEM Meakem Value and Inflation Screen 0.6 10 60 5.4 +0.4
NOBL ProShares S&P 500 Dividend Aristocrats ETF 0.6 35 35 6.5 +1.5
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 0.6 75 -5 6.1 +1.0
RWL Invesco S&P 500 Revenue ETF 0.6 39 31 7.5 +2.4
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 0.6 30 40 8.1 +3.1
GCIG Genuine Investors ETF 0.6 100 -30 6.2 +1.1
MOTO SmartETFs Smart Transportation & Technology ETF 0.6 68 2 7.7 +2.7
VOOV Vanguard S&P 500 Value ETF 0.6 10 60 7.2 +2.2
CVAR Cultivar ETF 0.6 87 -17 8.1 +3.1
GOAU U.S. Global GO GOLD & Precious Metal Miners ETF 0.6 60 10 7.7 +2.7
IVE iShares S&P 500 Value ETF 0.6 18 52 7.2 +2.1
JGLD Amplify Pure Junior Gold Miners ETF 0.6 49 21 6.3 +1.3
SGDM Sprott Gold Miners ETF 0.6 50 20 6.2 +1.2
GDX VanEck Gold Miners ETF 0.6 52 18 5.6 +0.6
SPYV SPDR Portfolio S&P 500 Value ETF 0.6 4 66 7.3 +2.3
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.6 75 -5 3.9 -1.2
PUNK Subversive Metaverse ETF 0.6 75 -5 2.6 -2.4
SPXT ProShares S&P 500 Ex-Technology ETF 0.6 27 43 6.6 +1.5
SPXV ProShares S&P 500 Ex-Health Care ETF 0.6 27 43 6.2 +1.2
LCG Sterling Capital Focus Equity ETF 0.6 59 11 5.5 +0.5
HELX Franklin Genomic Advancements ETF 0.6 50 20 4.3 -0.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.6 2 68 6.4 +1.4
RNRG Global X Renewable Energy Producers ETF 0.5 65 5 2.8 -2.2
FOVL iShares Focused Value Factor ETF 0.5 25 45 11.0 +6.0
SCHD Schwab U.S. Dividend Equity ETF 0.5 6 64 9.3 +4.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.5 30 40 7.4 +2.4
GMET VanEck Green Metals ETF 0.5 59 11 8.8 +3.8
DMAT Global X Disruptive Materials ETF 0.5 59 11 7.7 +2.7
GK AdvisorShares Gerber Kawasaki ETF 0.5 81 -11 4.9 -0.2
REMX VanEck Rare Earth/Strategic Metals ETF 0.5 59 11 3.4 -1.7
XYLG Global X S&P 500 Covered Call & Growth ETF 0.5 60 10 5.8 +0.8
JETS US Global Jets ETF 0.5 60 10 -5.6 -10.6
XVV iShares ESG Screened S&P 500 ETF 0.5 8 62 6.5 +1.5
ACWI iShares MSCI ACWI ETF 0.5 32 38 6.7 +1.7
XYLD Global X S&P 500 Covered Call ETF 0.5 60 10 5.6 +0.6
MAKX ProShares S&P Kensho Smart Factories ETF 0.5 58 12 4.2 -0.8
PBP Invesco S&P 500 BuyWrite ETF 0.5 49 21 5.7 +0.7
IVV iShares Core S&P 500 ETF 0.5 3 67 6.5 +1.5
SPY SPDR S&P 500 ETF Trust 0.5 9 61 6.4 +1.4
XRMI Global X S&P 500 Risk Managed Income ETF 0.5 60 10 5.6 +0.6
SPLG SPDR Portfolio S&P 500 ETF 0.5 3 67 6.5 +1.5
VOO VANGUARD S&P 500 ETF 0.5 3 67 6.5 +1.5
JZRO Janus Henderson Net Zero Transition Resources ETF 0.5 60 10 7.6 +2.6
AIQ Global X Future Analytics Tech ETF 0.5 68 2 5.5 +0.5
ADME Aptus Drawdown Managed Equity ETF 0.5 79 -9 5.3 +0.2
SPXE ProShares S&P 500 Ex-Energy ETF 0.5 27 43 6.4 +1.3
DBLV AdvisorShares DoubleLine Value Equity ETF 0.5 91 -21 6.9 +1.9
SLX VanEck Steel ETF 0.5 56 14 31.1 +26.1
WOOD iShares Global Timber & Forestry ETF 0.5 43 27 11.3 +6.2
BECO BlackRock Future Climate and Sustainable Economy ETF 0.5 70 0 5.4 +0.4
BBC Virtus LifeSci Biotech Clinical Trials ETF 0.5 79 -9 -95.1 -100.1
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.5 20 50 6.4 +1.3
MOO VanEck Agribusiness ETF 0.5 56 14 6.6 +1.6
IAT iShares U.S. Regional Banks ETF 0.5 41 29 10.1 +5.1
KBWR Invesco KBW Regional Banking ETF 0.5 35 35 9.9 +4.9
VUG Vanguard Growth Index Fund 0.5 4 66 5.3 +0.2
IYK iShares U.S. Consumer Goods ETF 0.5 43 27 5.7 +0.7
XTR Global X S&P 500 Tail Risk ETF 0.5 60 10 5.7 +0.7
SDIV Global X SuperDividend ETF 0.5 59 11 34.1 +29.1
TINT ProShares Smart Materials ETF 0.5 58 12 6.6 +1.6
QVML Invesco S&P 500 QVM Multi-factor ETF 0.5 11 59 6.8 +1.8
IDNA iShares Genomics Immunology & Healthcare ETF 0.5 47 23 -5.6 -10.6
FDL First Trust Morningstar Dividend Leaders Index Fund 0.5 45 25 9.3 +4.3
FTAG First Trust Indxx Global Agriculture ETF 0.5 70 0 8.5 +3.5
LUXE Emles Luxury Goods ETF 0.5 60 10 4.5 -0.5
PJP Invesco Dynamic Pharmaceuticals ETF 0.5 58 12 8.5 +3.5
GFGF Guru Favorite Stocks ETF 0.5 65 5 7.0 +2.0
CWS AdvisorShares Focused Equity ETF 0.5 66 4 6.2 +1.1
AQGX AI Quality Growth ETF 0.5 97 -27 5.3 +0.2
NFTZ Defiance Digital Revolution ETF 0.5 45 25 -20.5 -25.5
VOOG Vanguard S&P 500 Growth ETF 0.4 10 60 6.1 +1.1
SPYG SPDR Portfolio S&P 500 Growth ETF 0.4 4 66 6.1 +1.1
XCLR Global X S&P 500 Collar 95-110 ETF 0.4 60 10 5.4 +0.4
IVW iShares S&P 500 Growth ETF 0.4 18 52 6.0 +1.0
BIDS Amplify Digital & Online Trading ETF 0.4 59 11 8.0 +3.0
SPXN ProShares S&P 500 Ex-Financials ETF 0.4 27 43 6.1 +1.1
EKAR Innovation Shares NextGen Vehicles & Technology ETF 0.4 65 5 6.0 +1.0
MSGR Direxion mRNA ETF 0.4 65 5 -3.2 -8.3
LSAT Leadershares Alphafactor Tactical Focused ETF 0.4 99 -29 11.7 +6.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.4 49 21 5.7 +0.7
PAWZ ProShares Pet Care ETF 0.4 50 20 3.6 -1.4
VV Vanguard Large-Cap Index Fund 0.4 4 66 6.3 +1.3
XLK Technology Select Sector SPDR Fund 0.4 10 60 6.5 +1.5
GSPY Gotham Enhanced 500 ETF 0.4 50 20 6.8 +1.7
SPRX Spear Alpha ETF 0.4 75 -5 1.8 -3.2
HLAL Wahed FTSE USA Shariah ETF 0.4 50 20 5.9 +0.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.4 9 61 6.8 +1.8
GIGE SoFi Gig Economy ETF 0.4 59 11 -6.7 -11.7
FFND Future Fund Active ETF 0.4 101 -31 2.5 -2.6
FINX Global X FinTech Thematic ETF 0.4 68 2 6.5 +1.5
MXI iShares Global Materials ETF 0.4 43 27 8.5 +3.5
DIVB iShares U.S. Dividend & Buyback ETF 0.4 25 45 8.0 +2.9
MTVR Fount Metaverse ETF 0.4 70 0 6.4 +1.4
SNPE Xtrackers S&P 500 ESG ETF 0.4 10 60 6.6 +1.6
GNOM Global X Genomics & Biotechnology ETF 0.4 50 20 -8.6 -13.6
EFIV SPDR S&P 500 ESG ETF 0.4 10 60 6.6 +1.6
INNO Harbor Disruptive Innovation ETF 0.4 75 -5 -3.7 -8.7
QINT American Century Quality Diversified International ETF 0.4 39 31 9.8 +4.8
RYF Invesco S&P 500 Equal Weight Financials ETF 0.4 40 30 9.3 +4.3
DEF Invesco Defensive Equity ETF 0.4 53 17 6.4 +1.3
VTV Vanguard Value Index Fund 0.4 4 66 7.9 +2.9
FDG American Century Focused Dynamic Growth ETF 0.4 45 25 3.3 -1.7
SRET Global X SuperDividend REIT ETF 0.3 58 12 9.1 +4.1
SNSR Global X Internet of Things Thematic ETF 0.3 68 2 5.7 +0.6
PPA Invesco Aerospace & Defense ETF 0.3 61 9 5.3 +0.3
ROKT SPDR S&P Kensho Final Frontiers ETF 0.3 45 25 4.1 -0.9
ARKX ARK Space Exploration & Innovation ETF 0.3 75 -5 3.2 -1.8
UFO Procure Space ETF 0.3 75 -5 2.0 -3.1
ARKQ Ark Autonomous Tech. & Robotics ETF 0.3 75 -5 -2.6 -7.6
XLF Financial Select Sector SPDR Fund 0.3 10 60 9.1 +4.0
RAFE PIMCO RAFI ESG U.S. ETF 0.3 30 40 8.8 +3.8
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 0.3 45 25 6.3 +1.2
IBLC iShares Blockchain and Tech ETF 0.3 47 23 1.0 -4.0
VEGI iShares MSCI Global Agriculture Producers ETF 0.3 39 31 7.1 +2.1
QABA First Trust NASDAQ ABA Community Bank Index Fund 0.3 60 10 9.3 +4.3
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 0.3 20 50 7.1 +2.0
IXN iShares Global Tech ETF 0.3 43 27 5.9 +0.9
WOMN Impact Shares YWCA Women's Empowerment ETF 0.3 75 -5 6.5 +1.5
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.3 50 20 8.2 +3.2
SPDV AAM S&P 500 High Dividend Value ETF 0.3 29 41 10.1 +5.0
QDIV Global X S&P 500 Quality Dividend ETF 0.3 20 50 8.9 +3.9
EGIS 2nd Vote Society Defended ETF 0.3 75 -5 7.5 +2.5
AVDG AVDR US LargeCap ESG ETF 0.3 60 10 6.1 +1.1
DRIV Global X Autonomous & Electric Vehicles ETF 0.3 68 2 5.0 -0.0
SDGA Impact Shares Sustainable Development Goals Global ETF 0.3 75 -5 7.2 +2.2
GGRW Gabelli Growth Innovators ETF 0.3 90 -20 3.6 -1.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 61 6.6 +1.5
BLOK Amplify Transformational Data Sharing ETF 0.3 71 -1 5.5 +0.5
IQSU IQ Candriam ESG US Equity ETF 0.3 9 61 6.4 +1.3
CACG ClearBridge All Cap Growth ETF 0.3 53 17 4.6 -0.5
FLV American Century Focused Large Cap Value ETF 0.3 42 28 7.4 +2.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.3 25 45 7.0 +1.9
KLDW Gavekal Knowledge Leaders Developed World ETF 0.3 75 -5 5.7 +0.6
RYH Invesco S&P 500 Equal Weight Health Care ETF 0.3 40 30 7.4 +2.4
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.3 60 10 6.5 +1.4
FTXG First Trust Nasdaq Food & Beverage ETF 0.2 60 10 6.1 +1.1
NACP Impact Shares NAACP Minority Empowerment ETF 0.2 49 21 6.4 +1.4
XLV Health Care Select Sector SPDR Fund 0.2 10 60 7.9 +2.9
ESG FlexShares STOXX US ESG Impact Index Fund 0.2 32 38 6.4 +1.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.2 7 63 6.3 +1.3
WUGI Esoterica NextG Economy ETF 0.2 75 -5 2.6 -2.4
BBH VanEck Biotech ETF 0.2 35 35 6.0 +1.0
CNCR Loncar Cancer Immunotherapy ETF 0.2 79 -9 -4.2 -9.2
XDNA Strategic CRISPR & Gene Editing Technology ETF 0.2 78 -8 -4.3 -9.3
ARKK ARK Innovation ETF 0.2 75 -5 -6.8 -11.8
ARKG ARK Genomic Revolution ETF 0.2 75 -5 -10.5 -15.5
KGHG KraneShares Global Carbon Transformation ETF 0.2 89 -19 7.1 +2.1
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 0.2 70 0 5.0 -0.0
BATT Amplify Lithium & Battery Technology ETF 0.2 59 11 2.3 -2.8
SMOG VanEck Low Carbon Energy ETF 0.2 62 8 1.9 -3.1
CNRG SPDR S&P Kensho Clean Power ETF 0.2 45 25 1.8 -3.2
CTEC Global X CleanTech ETF 0.2 50 20 1.4 -3.6
SHFT iClima Distributed Renewable Energy Transition Leaders ETF 0.2 65 5 -1.7 -6.7
HJEN Direxion Hydrogen ETF 0.2 45 25 -2.0 -7.0
HDRO Defiance Next Gen H2 ETF 0.2 30 40 -4.8 -9.9
HYDR Global X Hydrogen ETF 0.2 50 20 -19.0 -24.1
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 0.2 38 32 10.0 +5.0
HDV iShares Core High Dividend ETF 0.2 8 62 8.0 +2.9
RCD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 0.2 40 30 5.9 +0.9
MVP Roundhill Pro Sports Media & Apparel ETF 0.2 75 -5 0.0 -5.0
GSFP Goldman Sachs Future Planet Equity ETF 0.2 75 -5 4.1 -1.0
XOUT GraniteShares XOUT U.S. Large Cap ETF 0.2 60 10 5.8 +0.8
VOTE Engine No. 1 Transform 500 ETF 0.2 5 65 6.3 +1.3
SFY SoFi Select 500 ETF 0.2 0 70 6.4 +1.4
FMET Fidelity Metaverse ETF 0.2 39 31 5.7 +0.7
UBCB UBC Algorithmic Fundamentals ETF 0.2 75 -5 5.0 -0.0
METV Roundhill Ball Metaverse ETF 0.2 59 11 5.0 -0.1
PRNT The 3D Printing ETF 0.2 66 4 -11.3 -16.3
GERM ETFMG Treatments Testing and Advancements ETF 0.2 68 2 -10.5 -15.5
IXG iShares Global Financials ETF 0.2 43 27 10.3 +5.3
IXJ iShares Global Healthcare ETF 0.2 43 27 6.9 +1.9
CGDV Capital Group Dividend Value ETF 0.2 33 37 6.7 +1.7
NIFE Direxion Fallen Knives ETF 0.2 50 20 -5.6 -10.6
ACVF American Conservative Values ETF 0.2 75 -5 5.6 +0.6
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ET 0.2 85 -15 0.8 -4.2
BITQ Bitwise Crypto Industry Innovators ETF 0.2 85 -15 -14.0 -19.0
FTXO First Trust Nasdaq Bank ETF 0.2 60 10 11.3 +6.3
PSCM Invesco S&P SmallCap Materials ETF 0.2 29 41 6.9 +1.9
YUMY VanEck Future of Food ETF 0.2 69 1 3.5 -1.5
BYTE Roundhill IO Digital Infrastructure ETF 0.2 75 -5 3.6 -1.5
VIRS Pacer BioThreat Strategy ETF 0.1 70 0 7.6 +2.5
LIV Emles (a)Home ETF 0.1 49 21 5.9 +0.9
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.1 42 28 6.5 +1.5
SMH VanEck Semiconductor ETF 0.1 35 35 8.4 +3.4
SDG iShares Sustainable MSCI Global Impact ETF 0.1 49 21 8.9 +3.9
ISRA VanEck Israel ETF 0.1 62 8 7.9 +2.8
ITEQ BlueStar Israel Technology ETF 0.1 75 -5 1.9 -3.1
AVSC Avantis U.S Small Cap Equity ETF 0.1 25 45 5.6 +0.5
HHH ETFMG Real Estate Tech ETF 0.1 75 -5 3.8 -1.2
LRND IQ U.S. Large Cap R&D Leaders ETF 0.1 14 56 8.0 +3.0
IBUY Amplify Online Retail ETF 0.1 65 5 0.0 -5.0
AWAY ETFMG Travel Tech ETF 0.1 75 -5 -4.2 -9.2
OND ProShares On-Demand ETF 0.1 58 12 -5.7 -10.8
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 0.1 70 0 4.5 -0.6
MRAD SmartETFs Advertising & Marketing Technology ETF 0.1 68 2 4.0 -1.1
CBTG Cabot Growth ETF 0.1 75 -5 0.0 -5.0
XLY Consumer Discretionary Select Sector SPDR Fund 0.1 10 60 5.5 +0.5
WRND IQ Global Equity R&D Leaders ETF 0.1 18 52 8.2 +3.1
GBLO Global Beta Low Beta ETF 0.1 29 41 8.0 +3.0
XVOL Acruence Active Hedge U.S. Equity ETF 0.0 83 -13 5.7 +0.7
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 31 8.3 +3.3
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 0.0 17 53 6.7 +1.6
RXI iShares Global Consumer Discretionary ETF 0.0 43 27 5.7 +0.7
DURA VanEck Morningstar Durable Dividend ETF 0.0 29 41 7.7 +2.7
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 4 66 7.6 +2.6
ARB AltShares Merger Arbitrage ETF -0.3 67 3 7.4 +2.4

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

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RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

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

UNDERWEIGHT

Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 16.3 %
Divided by: Fwd. P/BV 2.9 x
Less: Expense ratio 70 bp
Equals: ALTAR Score 5.0 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.47 CATEGORY
AVERAGE
1.49
 
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.