First Trust IPOX Europe Equity Opportunities ETF
ALTAR
Score™		 3.3% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 21.4x P/Sales
ratio		 2.2x
P/BV
ratio		 3.7x Div.
yield		 2.7%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The First Trust IPOX Europe Equity Opportunities ETF tracks a market-cap-weighted index of the 100 largest European IPOs over the first 1,000 trading days for each stock.

FUND BASICS
Category International Equities
Fund Sponsor First Trust
Website www.ftportfolios.com
Inception date Oct 02, 2018
Assets (mns) $5
Currency USD
Expense ratio 70 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 104
Wgt avg mkt cap (mns) $21,686
Large cap (>$10bn) 60.8%
Mid cap ($2-10bn) 30.6%
Small cap (<$2bn) 0.9%
Developed mkts 99.9%
Emerging mkts 0.1%

TOP TEN HOLDINGS
GALDERMA GROUP AG 6.9 %
SIEMENS ENERGY AG 5.4 %
HOLCIM LTD-REG 4.8 %
SANDOZ GROUP AG 4.0 %
VIKING HOLDINGS LTD 3.8 %
ANGLO PLATINUM LTD 3.5 %
BANCO BPM SPA 3.2 %
AMER SPORTS INC 3.2 %
BANCO DE SABADELL SA 2.7 %
LOTTOMATICA GROUP SPA 2.7 %
Total 40.1 %

TOP COUNTRY EXPOSURE
SWITZERLAND 13.7 %
GERMANY 11.7 %
BRITAIN 11.0 %
UNITED STATES 10.2 %
NORWAY 5.0 %
ITALY 4.7 %
SOUTH AFRICA 3.5 %
SPAIN 2.7 %
SWEDEN 2.3 %
IRELAND 2.1 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
24.1% 24.1% 3.2% -- 8.5%

Market Correlations
versus... Beta R-squared
S&P500 0.91 71%
MSCI EAFE 1.13 78%
MSCI Emg. Mkts. 0.93 61%

Technical Indicators
Recent close $31.82
30d moving avg. $31.27
Annualized volatility 16.7%
Short interest (ETF) 1.9%
Relative strength (RSI) 56

Liquidity measures
Avg. volume (thou.) 1
Turnover 0.7%
Bid/Ask (% of price) 0.21%
ADV underlying (mns) $1,819

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 707 potential alternatives to the First Trust IPOX Europe Equity Opportunities ETF ETF based on the alternatives' overlap in portfolio holdings with FPXE. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: FPXE Expense: 70 bp ALTAR Score™: 3.3%


ALTERNATIVE ETFs BASED ON OVERLAP WITH FPXE
Ticker Fund
Name		 Overlap1
vs FPXE
(%)		 Expense
ratio
(bp)		 Savings
vs FPXE
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs FPXE
(%)
FPXI First Trust International Equity Opportunities ETF 30.1 70 0 3.5 +0.2
FSZ First Trust Switzerland AlphaDEX Fund 11.2 80 -10 5.6 +2.3
FEP First Trust Europe AlphaDEX Fund 10.5 80 -10 6.9 +3.6
JIVE JPMorgan International Value ETF 9.3 55 15 9.6 +6.3
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 9.1 65 5 4.0 +0.7
IMOM Alpha Architect International Quantitative Momentum ETF 8.7 49 21 3.9 +0.6
FEUZ First Trust Eurozone AlphaDEX ETF 8.4 80 -10 6.5 +3.2
IPO Renaissance IPO ETF 8.4 60 10 2.7 -0.6
FGM First Trust Germany AlphaDEX Fund 8.3 80 -10 5.8 +2.5
EWG iShares MSCI Germany ETF 8.2 50 20 5.8 +2.5
FLGR Franklin FTSE Germany ETF 8.0 9 61 6.4 +3.1
DAX Global X DAX Germany ETF 7.6 21 49 6.2 +2.9
EWL iShares MSCI Switzerland ETF 7.3 50 20 5.1 +1.8
IEUR iShares Core MSCI Europe ETF 7.0 11 59 6.3 +3.0
IEV iShares Europe ETF 6.9 67 3 5.7 +2.4
VGK Vanguard FTSE Europe ETF 6.8 6 64 6.4 +3.1
SPEU SPDR Portfolio Europe ETF 6.7 7 63 6.3 +3.0
IDMO Invesco S&P International Developed Momentum ETF 5.8 25 45 5.1 +1.8
DWMF WisdomTree International Multifactor Fund 5.7 38 32 6.4 +3.1
FDEV Fidelity International Multifactor ETF 5.6 18 52 6.6 +3.3
QINT American Century Quality Diversified International ETF 5.5 39 31 6.1 +2.8
FLSW Franklin FTSE Switzerland ETF 5.3 9 61 5.5 +2.2
LOUP Innovator Deepwater Frontier Tech ETF 5.3 70 0 0.6 -2.7
UMMA Wahed Dow Jones Islamic World ETF 5.2 65 5 3.9 +0.6
IMTM iShares MSCI Intl Momentum Factor ETF 5.2 30 40 4.7 +1.4
INTF iShares International Equity Factor ETF 5.2 15 55 6.5 +3.2
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 5.1 25 45 6.4 +3.1
EZU iShares MSCI Eurozone ETF 5.1 52 18 5.7 +2.4
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 5.1 45 25 6.0 +2.7
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 5.1 20 50 5.4 +2.1
DIHP Dimensional International High Profitability ETF 5.0 29 41 5.8 +2.5
BBEU JPMorgan BetaBuilders Europe ETF 4.9 9 61 6.2 +2.9
FLEE Franklin FTSE Europe ETF 4.9 9 61 6.3 +3.0
DBEU Xtrackers MSCI Europe Hedged Equity ETF 4.8 46 24 5.9 +2.6
EFA iShares MSCI EAFE ETF 4.7 35 35 5.7 +2.4
STXI Strive International Developed Markets ETF 4.7 29 41 5.6 +2.3
EFV iShares MSCI EAFE Value ETF 4.7 34 36 7.7 +4.4
IEUS iShares MSCI Europe Small-Cap ETF 4.6 42 28 6.6 +3.3
NUDM Nuveen ESG International Developed Markets Equity ETF 4.5 31 39 5.8 +2.5
DTAN Sparkline International Intangible Value ETF 4.5 55 15 7.3 +4.0
FDT First Trust Developed Markets ex-US AlphaDEX Fund 4.5 80 -10 7.3 +4.0
POW VistaShares Electrification Supercycle ETF 4.4 75 -5 3.0 -0.3
JHID John Hancock International High Dividend ETF 4.4 46 24 8.4 +5.1
DMAT Global X Disruptive Materials ETF 4.4 59 11 4.9 +1.6
IEFA iShares Core MSCI EAFE ETF 4.4 7 63 6.1 +2.8
DIVI Franklin International Core Dividend Tilt Index ETF 4.3 9 61 6.9 +3.6
IVLU iShares MSCI Intl Value Factor ETF 4.3 30 40 8.6 +5.3
DFSI Dimensional International Sustainability Core 1 ETF 4.3 24 46 5.5 +2.2
VWID Virtus WMC International Dividend ETF 4.2 49 21 7.4 +4.1
QEFA SPDR MSCI EAFE StrategicFactors ETF 4.2 30 40 6.0 +2.7
WWJD Inspire International ETF 4.2 80 -10 6.4 +3.1
NORW Global X MSCI Norway ETF 4.2 50 20 9.5 +6.2
DFIC Dimensional International Core Equity 2 ETF 4.1 23 47 6.3 +3.0
IPAV Global X Infrastructure Development ex-U.S. ETF 4.0 55 15 5.9 +2.6
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 4.0 12 58 5.2 +1.9
IQLT iShares MSCI Intl Quality Factor ETF 3.9 30 40 5.3 +2.0
EFG iShares MSCI EAFE Growth ETF 3.9 36 34 3.6 +0.3
AGNG Global X Aging Population ETF 3.9 50 20 3.9 +0.6
VIGI Vanguard International Dividend Appreciation ETF 3.9 10 60 5.7 +2.4
IDEV iShares Core MSCI International Developed Markets ETF 3.9 4 66 6.0 +2.7
CEFA Global X S&P Catholic Values Developed ex-US ETF 3.9 35 35 5.7 +2.4
EWI iShares MSCI Italy ETF 3.8 50 20 8.6 +5.3
BEDZ AdvisorShares Hotel ETF 3.8 100 -30 6.2 +2.9
FEZ SPDR EURO STOXX 50 ETF 3.8 29 41 5.6 +2.3
PPIE Putnam PanAgora ESG International Equity ETF 3.7 49 21 6.9 +3.6
IDHQ Invesco S&P International Developed High Quality ETF 3.7 29 41 5.3 +2.0
DFAI Dimensional International Core Equity Market ETF 3.7 18 52 6.0 +2.7
ENOR iShares MSCI Norway ETF 3.7 53 17 9.3 +6.0
ESGD iShares ESG Aware MSCI EAFE ETF 3.7 20 50 5.7 +2.4
JHMD John Hancock Multifactor Developed International ETF 3.7 39 31 6.5 +3.2
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 3.7 45 25 7.4 +4.1
IXJ iShares Global Healthcare ETF 3.6 42 28 5.6 +2.3
VYMI Vanguard International High Dividend Yield ETF 3.6 17 53 8.2 +4.9
SPDW SPDR Portfolio Developed World ex-US ETF 3.6 3 67 6.0 +2.7
VEA Vanguard FTSE Developed Markets ETF 3.6 3 67 6.1 +2.8
OEFA ALPS O’Shares International Developed Quality Dividend ETF 3.6 48 22 4.5 +1.2
DIM WisdomTree International MidCap Dividend Fund 3.5 58 12 6.5 +3.2
DXIV Dimensional International Vector Equity ETF 3.5 34 36 6.6 +3.3
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 3.5 80 -10 5.5 +2.2
OBOR KraneShares MSCI One Belt One Road Index ETF 3.5 79 -9 7.0 +3.7
GMET VanEck Green Metals ETF 3.5 63 7 5.3 +2.0
EZA iShares MSCI South Africa ETF 3.5 58 12 7.8 +4.5
ISCF iShares International SmallCap Equity Factor ETF 3.4 23 47 7.3 +4.0
TPIF Timothy Plan International ETF 3.4 62 8 5.4 +2.1
IGRO iShares International Dividend Growth ETF 3.4 15 55 6.2 +2.9
ICOW Pacer Developed Markets International Cash Cows 100 ETF 3.3 65 5 9.7 +6.4
FAN First Trust Global Wind Energy ETF 3.3 60 10 3.7 +0.4
SCHF Schwab International Equity ETF 3.3 6 64 6.2 +2.9
FEOE First Eagle Overseas Equity ETF 3.3 79 -9 5.9 +2.6
JPIN J.P. Morgan Diversified Return International Equity ETF 3.3 37 33 7.2 +3.9
CIL VictoryShares International Volatility Wtd ETF 3.3 45 25 5.7 +2.4
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 3.2 36 34 5.8 +2.5
GSIE Goldman Sachs ActiveBeta International Equity ETF 3.2 25 45 6.2 +2.9
IMFL Invesco International Developed Dynamic Multifactor ETF 3.2 34 36 5.0 +1.7
BOUT Innovator IBD Breakout Opportunities ETF 3.2 81 -11 4.6 +1.3
EFAS Global X MSCI SuperDividend EAFE ETF 3.1 57 13 7.6 +4.3
DMXF iShares ESG Advanced MSCI EAFE ETF 3.1 12 58 5.0 +1.7
IDV iShares International Select Dividend ETF 3.1 51 19 9.4 +6.1
MXI iShares Global Materials ETF 3.1 41 29 6.1 +2.8
IDLV Invesco S&P International Developed Low Volatility ETF 3.1 25 45 6.2 +2.9
RODM Hartford Multifactor Developed Markets (ex-US) ETF 3.1 29 41 6.9 +3.6
FNDF Schwab Fundamental International Large Co. Index ETF 3.0 25 45 8.1 +4.8
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 3.0 20 50 5.6 +2.3
PICK iShares MSCI Global Metals & Mining Producers ETF 3.0 39 31 8.6 +5.3
ACWX iShares MSCI ACWI ex U.S. ETF 3.0 34 36 6.4 +3.1
HFXI IQ FTSE International Equity Currency Neutral ETF 3.0 20 50 5.9 +2.6
GSID Goldman Sachs MarketBeta International Equity ETF 3.0 20 50 5.8 +2.5
VIDI Vident International Equity Strategy ETF 3.0 61 9 9.2 +5.9
FPAG FPA Global Equity ETF 3.0 49 21 4.9 +1.6
DOL WisdomTree International LargeCap Dividend Fund 3.0 48 22 6.1 +2.8
MOTG VanEck Morningstar Global Wide Moat ETF 2.9 52 18 8.7 +5.4
UIVM VictoryShares International Value Momentum ETF 2.9 35 35 7.5 +4.2
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 2.9 80 -10 3.4 +0.1
CWI SPDR MSCI ACWI ex-US ETF 2.9 30 40 6.4 +3.1
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 2.9 24 46 6.4 +3.1
TTAI FCF International Quality ETF 2.9 59 11 6.5 +3.2
IQSI IQ Candriam International Equity ETF 2.9 15 55 5.6 +2.3
FICS First Trust International Developed Capital Strength ETF 2.9 70 0 6.4 +3.1
FENI Fidelity Enhanced International ETF 2.8 28 42 5.6 +2.3
RFDI First Trust Riverfront Dynamic Developed International ETF 2.8 83 -13 8.0 +4.7
JIRE JPMorgan International Research Enhanced Equity ETF 2.8 24 46 6.3 +3.0
JIG JPMorgan International Growth ETF 2.8 55 15 4.0 +0.7
EWU iShares MSCI United Kingdom ETF 2.8 50 20 6.9 +3.6
IXUS iShares Core MSCI Total International Stock ETF 2.8 7 63 6.7 +3.4
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 2.8 58 12 5.8 +2.5
VEU Vanguard FTSE All-World ex-US Index Fund 2.8 4 66 6.8 +3.5
DINT Davis Select International ETF 2.7 55 15 6.8 +3.5
DWLD Davis Select Worldwide ETF 2.7 63 7 6.4 +3.1
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 2.7 39 31 5.8 +2.5
CGV Conductor Global Equity Value ETF 2.7 130 -60 6.9 +3.6
EWP iShares MSCI Spain ETF 2.7 50 20 5.9 +2.6
FLGB Franklin FTSE United Kingdom ETF 2.7 9 61 6.6 +3.3
DFIV Dimensional International Value ETF 2.7 27 43 8.0 +4.7
IQDG WisdomTree International Quality Dividend Growth Fund 2.7 42 28 6.0 +2.7
VXUS Vanguard Total International Stock ETF 2.7 5 65 6.8 +3.5
MOTI VanEck Morningstar International Moat ETF 2.7 58 12 9.1 +5.8
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 2.7 40 30 6.4 +3.1
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 2.6 65 5 -1.1 -4.4
INEQ Columbia International Equity Income ETF 2.6 45 25 7.5 +4.2
ICPY Tweedy, Browne International Insider Value ETF 2.6 80 -10 9.9 +6.6
BKIE BNY Mellon International Equity ETF 2.6 4 66 6.0 +2.7
DWM WisdomTree International Equity Fund 2.6 48 22 6.3 +3.0
FEGE First Eagle Global Equity ETF 2.6 79 -9 5.5 +2.2
IQDY FlexShares International Quality Dividend Dynamic Index Fund 2.5 47 23 7.0 +3.7
FIDI Fidelity International High Dividend ETF 2.5 18 52 7.4 +4.1
COPY Tweedy, Browne Insider + Value ETF 2.5 80 -10 10.2 +6.9
AUMI Themes Gold Miners ETF 2.5 35 35 2.5 -0.8
IVAL Alpha Architect International Quantitative Value ETF 2.5 49 21 8.9 +5.6
VSGX Vanguard ESG International Stock ETF 2.4 10 60 6.6 +3.3
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 2.4 42 28 5.5 +2.2
AVSD Avantis Responsible International Equity ETF 2.4 23 47 4.6 +1.3
DFIS Dimensional International Small Cap ETF 2.4 39 31 6.2 +2.9
DFAX Dimensional World ex U.S. Core Equity 2 ETF 2.4 30 40 6.6 +3.3
EUDG WisdomTree Europe Quality Dividend Growth Fund 2.3 58 12 5.7 +2.4
BLES Inspire Global Hope ETF 2.3 61 9 6.0 +2.7
WUGI AXS Esoterica NextG Economy ETF 2.3 75 -5 2.3 -1.0
FDD First Trust Stoxx European Select Dividend Index Fund 2.3 58 12 9.8 +6.5
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 2.3 39 31 6.8 +3.5
TMAT Main Thematic Innovation ETF 2.3 164 -94 -1.5 -4.8
DGT State Street SPDR Global Dow ETF 2.2 50 20 5.9 +2.6
AVDE Avantis International Equity ETF 2.2 23 47 6.3 +3.0
NETZ TCW Transform Systems ETF 2.2 75 -5 2.0 -1.3
EFAV iShares MSCI EAFE Min Vol Factor ETF 2.2 22 48 5.5 +2.2
SCZ iShares MSCI EAFE Small-Cap ETF 2.2 40 30 6.2 +2.9
IQDF FlexShares International Quality Dividend Index Fund 2.1 47 23 7.6 +4.3
EUDV ProShares MSCI Europe Dividend Growers ETF 2.1 55 15 5.4 +2.1
AIVI WisdomTree International AI Enhanced Value Fund 2.1 58 12 6.2 +2.9
GVAL Cambria Global Value ETF 2.1 68 2 9.2 +5.9
SAMM Strategas Macro Momentum ETF 2.1 66 4 1.9 -1.4
DTH WisdomTree International High Dividend Fund 2.1 58 12 7.4 +4.1
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 2.1 14 56 5.5 +2.2
XT iShares Exponential Technologies ETF 2.1 46 24 4.2 +0.9
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 2.0 41 29 6.4 +3.1
SCHY Schwab International Dividend Equity ETF 2.0 14 56 8.7 +5.4
IDOG ALPS International Sector Dividend Dogs ETF 2.0 50 20 10.6 +7.3
RCGE RockCreek Global Equality ETF 2.0 95 -25 6.0 +2.7
FKU First Trust United Kingdom AlphaDEX Fund 2.0 80 -10 6.5 +3.2
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.0 39 31 1.3 -2.0
IDNA iShares Genomics Immunology and Healthcare ETF 1.9 47 23 -2.9 -6.2
OZEM Roundhill GLP-1 & Weight Loss ETF 1.9 59 11 3.8 +0.5
PATN Pacer Nasdaq International Patent Leaders ETF 1.9 65 5 4.6 +1.3
THNR Amplify Weight Loss Drug & Treatment ETF 1.9 59 11 5.7 +2.4
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.9 58 12 3.9 +0.6
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.9 47 23 5.8 +2.5
GCOW Pacer Global Cash Cows Dividend ETF 1.9 60 10 9.6 +6.3
HEDJ WisdomTree Europe Hedged Equity Fund 1.9 58 12 5.5 +2.2
DFE WisdomTree Europe SmallCap Dividend Fund 1.9 58 12 7.2 +3.9
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 1.9 60 10 6.8 +3.5
FMED Fidelity Disruptive Medicine ETF 1.9 50 20 -0.6 -3.9
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.8 45 25 1.6 -1.7
FIVA Fidelity International Value Factor ETF 1.8 18 52 8.0 +4.7
GXUS Goldman Sachs MarketBeta Total International Equity ETF 1.8 18 52 6.5 +3.2
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.8 50 20 5.4 +2.1
AVIV Avantis International Large Cap Value ETF 1.8 25 45 7.4 +4.1
LVHI Franklin International Low Volatility High Dividend Index ET 1.8 40 30 9.1 +5.8
EXI iShares Global Industrials ETF 1.8 42 28 3.7 +0.4
AFK VanEck Africa Index ETF 1.7 98 -28 10.9 +7.6
SCHC Schwab International Small-Cap Equity ETF 1.7 11 59 6.7 +3.4
LRNZ TrueShares Technology, AI & Deep Learning ETF 1.7 69 1 -0.7 -4.0
NBDS Neuberger Berman Disrupters ETF 1.7 55 15 0.5 -2.8
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 1.7 58 12 4.0 +0.7
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 1.7 57 13 3.3 +0.0
SMHX VanEck Fabless Semiconductor ETF 1.7 35 35 2.6 -0.7
CHPX Global X AI Semiconductor & Quantum ETF 1.7 50 20 2.6 -0.7
TRFK Pacer Data and Digital Revolution ETF 1.7 60 10 2.6 -0.7
CHAT Roundhill Generative AI & Technology ETF 1.7 75 -5 6.3 +3.0
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 1.7 49 21 6.1 +2.8
ION ProShares S&P Global Core Battery Metals ETF 1.7 58 12 5.1 +1.8
VERS ProShares Metaverse ETF 1.7 58 12 0.1 -3.2
JDOC JPMorgan Healthcare Leaders ETF 1.7 65 5 3.3 -0.0
EWK iShares MSCI Belgium ETF 1.6 50 20 4.0 +0.7
OSEA Harbor International Compounders ETF 1.6 55 15 4.3 +1.0
FDNI First Trust Dow Jones International Internet ETF 1.6 65 5 18.4 +15.1
EWN iShares MSCI Netherlands ETF 1.6 50 20 4.7 +1.4
CLOD Themes Cloud Computing ETF 1.6 35 35 3.0 -0.3
SAGP Strategas Global Policy Opportunities ETF 1.6 65 5 4.6 +1.3
CGGO Capital Group Global Growth Equity ETF 1.6 47 23 3.8 +0.5
BETZ Roundhill Sports Betting & iGaming ETF 1.6 75 -5 2.2 -1.1
ODDS Pacer BlueStar Digital Entertainment ETF 1.6 60 10 2.8 -0.5
EWO iShares MSCI Austria ETF 1.6 50 20 7.9 +4.6
JSTC Adasina Social Justice All Cap Global ETF 1.5 89 -19 4.2 +0.9
METV Roundhill Ball Metaverse ETF 1.5 59 11 7.5 +4.2
EUFN iShares MSCI Europe Financials ETF 1.5 51 19 6.8 +3.5
SDIV Global X Superdividend ETF 1.5 58 12 15.4 +12.1
BJK VanEck Gaming ETF 1.5 65 5 3.8 +0.5
AVDS Avantis International Small Cap Equity ETF 1.5 30 40 5.9 +2.6
EWUS iShares MSCI United Kingdom Small Cap ETF 1.5 59 11 7.0 +3.7
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 1.4 8 62 6.5 +3.2
SOXQ Invesco PHLX Semiconductor ETF 1.4 19 51 3.0 -0.3
XITK State Street SPDR FactSet Innovative Technology ETF 1.4 45 25 0.7 -2.6
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.4 60 10 5.3 +2.0
DISV Dimensional International Small Cap Value ETF 1.4 42 28 8.0 +4.7
DLS WisdomTree International SmallCap Dividend Fund 1.4 58 12 7.2 +3.9
CLNR IQ Cleaner Transport ETF 1.4 45 25 4.9 +1.6
FXD First Trust Consumer Discretionary AlphaDEX Fund 1.4 61 9 6.2 +2.9
FYLD Cambria Foreign Shareholder Yield ETF 1.4 59 11 10.3 +7.0
IQM Franklin Intelligent Machines ETF 1.4 50 20 1.5 -1.8
FTHF First Trust Emerging Markets Human Flourishing ETF 1.4 75 -5 7.4 +4.1
ISHP First Trust Nasdaq Retail ETF 1.4 60 10 5.0 +1.7
IBUY Amplify Online Retail ETF 1.4 65 5 1.3 -2.0
NXTG First Trust Indxx NextG ETF 1.4 70 0 4.4 +1.1
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 1.3 32 38 5.5 +2.2
USRD Themes US R&D Champions ETF 1.3 29 41 4.0 +0.7
RXI iShares Global Consumer Discretionary ETF 1.3 41 29 7.1 +3.8
EFNL iShares MSCI Finland ETF 1.3 56 14 5.8 +2.5
GREK Global X MSCI Greece ETF 1.3 57 13 9.4 +6.1
DFNL Davis Select Financial ETF 1.3 63 7 6.6 +3.3
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.3 46 24 8.2 +4.9
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.3 20 50 3.7 +0.4
RSPT Invesco S&P 500 Equal Weight Technology ETF 1.3 40 30 4.6 +1.3
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.3 40 30 5.2 +1.9
SRHQ SRH U.S. Quality ETF 1.3 35 35 6.3 +3.0
CIBR First Trust NASDAQ Cybersecurity ETF 1.3 60 10 3.6 +0.3
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.3 60 10 8.8 +5.5
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.3 70 0 4.5 +1.2
BUG Global X Cybersecurity ETF 1.3 51 19 2.6 -0.7
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 1.3 60 10 2.7 -0.6
SMRI Bushido Capital US Equity ETF 1.3 71 -1 8.7 +5.4
AIS VistaShares Artificial Intelligence Supercycle ETF 1.3 75 -5 2.0 -1.3
FITE State Street SPDR S&P Kensho Future Security ETF 1.3 45 25 1.2 -2.1
ESGG FlexShares STOXX Global ESG Select Index Fund 1.3 42 28 4.7 +1.4
FNDC Schwab Fundamental International Small Co. Index ETF 1.3 39 31 5.3 +2.0
QWLD SPDR MSCI World StrategicFactors ETF 1.3 30 40 5.1 +1.8
GEW Cambria Global EW ETF 1.3 29 41 5.3 +2.0
TOK iShares MSCI Kokusai ETF 1.3 26 44 4.3 +1.0
DTCR Global X Data Center & Digital Infrastructure ETF 1.3 50 20 3.1 -0.2
VFLO VictoryShares Free Cash Flow ETF 1.3 39 31 8.7 +5.4
IQRA IQ CBRE Real Assets ETF 1.2 65 5 5.4 +2.1
BNGE First Trust S-Network Streaming and Gaming ETF 1.2 70 0 2.4 -0.9
TCAI Tortoise AI Infrastructure ETF 1.2 65 5 1.9 -1.4
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.2 60 10 5.1 +1.8
GURU Global X Guru Index ETF 1.2 75 -5 2.4 -0.9
CCNR ALPS CoreCommodity Natural Resources ETF 1.2 39 31 7.3 +4.0
SIXG Defiance Connective Technologies ETF 1.2 30 40 3.5 +0.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.2 9 61 4.9 +1.6
USMF WisdomTree U.S. Multifactor Fund 1.2 28 42 6.4 +3.1
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 1.2 15 55 5.7 +2.4
URTH iShares MSCI World ETF 1.2 24 46 4.4 +1.1
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.2 56 14 10.0 +6.7
BMED Future Health ETF 1.2 85 -15 0.2 -3.1
FBCV Fidelity Blue Chip Value ETF 1.2 59 11 6.4 +3.1
IOO iShares Global 100 ETF 1.2 41 29 3.9 +0.6
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 1.1 72 -2 -1.3 -4.6
KNO AXS Knowledge Leaders ETF 1.1 78 -8 5.0 +1.7
OCEN IQ Clean Oceans ETF 1.1 45 25 5.0 +1.7
IGF iShares Global Infrastructure ETF 1.1 41 29 4.5 +1.2
JXI iShares Global Utilities ETF 1.1 43 27 5.3 +2.0
GII SPDR S&P Global Infrastructure ETF 1.1 40 30 4.5 +1.2
ACWI iShares MSCI ACWI ETF 1.1 32 38 4.7 +1.4
AVDV Avantis International Small Cap Value ETF 1.1 36 34 7.7 +4.4
EWD iShares MSCI Sweden ETF 1.1 54 16 4.6 +1.3
GINN Goldman Sachs Innovate Equity ETF 1.1 52 18 3.2 -0.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.1 12 58 4.3 +1.0
FDG American Century Focused Dynamic Growth ETF 1.1 45 25 1.6 -1.7
DIVS SmartETFs Dividend Builder ETF 1.0 65 5 4.6 +1.3
CZAR Themes Natural Monopoly ETF 1.0 35 35 4.9 +1.6
RGEF Rockefeller Global Equity ETF 1.0 55 15 3.9 +0.6
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 1.0 58 12 7.3 +4.0
VT Vanguard Total World Stock ETF 1.0 6 64 5.1 +1.8
HGRO Hedgeye Quality Growth ETF 1.0 70 0 2.9 -0.4
DTEC ALPS Disruptive Technologies ETF 1.0 50 20 3.3 +0.0
DEW WisdomTree Global High Dividend Fund 1.0 58 12 7.5 +4.2
GLOF iShares Global Equity Factor ETF 1.0 20 50 5.9 +2.6
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.0 35 35 3.6 +0.3
QTUM Defiance Quantum ETF 0.9 40 30 4.3 +1.0
OAIM OneAscent International Equity ETF 0.9 95 -25 4.6 +1.3
AGQI First Trust Active Global Quality Income ETF 0.9 85 -15 4.6 +1.3
DRIV Global X Autonomous & Electric Vehicles ETF 0.9 68 2 4.0 +0.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.9 15 55 3.9 +0.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 50 4.8 +1.5
GLBL Pacer MSCI World Industry Advantage ETF 0.9 65 5 3.5 +0.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.9 25 45 5.4 +2.1
FDWM Fidelity Women's Leadership ETF 0.9 59 11 4.2 +0.9
KOKU Xtrackers MSCI Kokusai Equity ETF 0.9 9 61 4.5 +1.2
CGXU Capital Group International Focus Equity ETF 0.9 54 16 4.7 +1.4
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.9 95 -25 -0.5 -3.8
SIXS ETC 6 Meridian Small Cap Equity ETF 0.9 89 -19 8.6 +5.3
KIE State Street SPDR S&P Insurance ETF 0.9 35 35 6.4 +3.1
ULVM VictoryShares US Value Momentum ETF 0.9 20 50 6.5 +3.2
IPOS Renaissance International IPO ETF 0.9 80 -10 1.7 -1.6
TMFG Motley Fool Global Opportunities ETF 0.9 85 -15 3.6 +0.3
PBD Invesco Global Clean Energy ETF 0.9 75 -5 0.6 -2.7
VCLN Virtus Duff & Phelps Clean Energy ETF 0.9 59 11 3.7 +0.4
KLMT Invesco MSCI Global Climate 500 ETF 0.8 10 60 5.0 +1.7
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.8 50 20 9.1 +5.8
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 41 4.2 +0.9
XC WisdomTree Emerging Markets Ex-China Fund 0.8 32 38 5.5 +2.2
AIPO Defiance AI & Power Infrastructure ETF 0.8 69 1 0.9 -2.4
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.8 80 -10 9.4 +6.1
PRAY FIS Christian Stock Fund 0.8 69 1 4.3 +1.0
AFSM First Trust Active Factor Small Cap ETF 0.8 75 -5 6.5 +3.2
FYC First Trust Small Cap Growth AlphaDEX Fund 0.8 71 -1 -1.3 -4.6
HART IQ Healthy Hearts ETF 0.8 45 25 5.4 +2.1
BUYZ Franklin Disruptive Commerce ETF 0.7 50 20 2.0 -1.3
PPH VanEck Pharmaceutical ETF 0.7 36 34 6.3 +3.0
DIVY Sound Equity Dividend Income ETF 0.7 45 25 9.0 +5.7
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 0.7 49 21 8.0 +4.7
MEDX Horizon Kinetics Medical ETF 0.7 85 -15 1.2 -2.1
LST Leuthold Select Industries ETF 0.7 91 -21 4.8 +1.5
XSW State Street SPDR S&P Software & Services ETF 0.7 35 35 2.4 -0.9
GINX SGI Enhanced Global Income ETF 0.7 98 -28 6.9 +3.6
YNOT Horizon Digital Frontier ETF 0.7 75 -5 2.5 -0.8
VFMO Vanguard U.S. Momentum Factor ETF 0.7 13 57 2.5 -0.8
FFLC Fidelity Fundamental Large Cap Core ETF 0.7 38 32 3.9 +0.6
IGPT Invesco AI and Next Gen Software ETF 0.7 60 10 3.3 +0.0
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 0.6 61 9 5.6 +2.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.6 15 55 5.2 +1.9
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.6 35 35 8.7 +5.4
DFNV Donoghue Forlines Innovation ETF 0.6 69 1 3.7 +0.4
FXL First Trust Technology AlphaDEX Fund 0.6 61 9 4.8 +1.5
AVUV Avantis U.S. Small Cap Value ETF 0.6 25 45 8.6 +5.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.6 49 21 4.0 +0.7
SMCF Themes US Small Cap Cash Flow Champions ETF 0.6 29 41 10.5 +7.2
CARZ First Trust NASDAQ Global Auto Index Fund 0.6 70 0 3.3 +0.0
DAT ProShares Big Data Refiners ETF 0.6 58 12 2.2 -1.1
GK AdvisorShares Gerber Kawasaki ETF 0.6 75 -5 2.0 -1.3
ARKW ARK Next Generation Internet ETF 0.6 87 -17 0.6 -2.7
SPIT F/m Emerald Special Situations ETF 0.6 105 -35 -0.9 -4.2
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.6 39 31 14.3 +11.0
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.6 36 34 9.5 +6.2
FSST Fidelity Sustainable U.S. Equity ETF 0.6 59 11 3.6 +0.3
MOTO SmartETFs Smart Transportation & Technology ETF 0.6 68 2 5.5 +2.2
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.5 47 23 8.1 +4.8
LDEM iShares ESG MSCI EM Leaders ETF 0.5 17 53 11.2 +7.9
NIXT Research Affiliates Deletions ETF 0.5 9 61 7.4 +4.1
DON WisdomTree U.S. MidCap Dividend Fund 0.5 38 32 8.1 +4.8
FFND Future Fund Active ETF 0.5 100 -30 3.1 -0.2
IXP iShares Global Comm Services ETF 0.5 42 28 5.3 +2.0
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 0.5 9 61 8.3 +5.0
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.5 15 55 7.8 +4.5
AZTD Aztlan Global Stock Selection DM SMID ETF 0.5 75 -5 5.3 +2.0
PSCF Invesco S&P SmallCap Financials ETF 0.5 29 41 8.6 +5.3
AVSC Avantis U.S Small Cap Equity ETF 0.5 25 45 4.6 +1.3
FTC First Trust Large Cap Growth AlphaDEX Fund 0.5 59 11 1.6 -1.7
EBLU Ecofin Global Water ESG Fund 0.5 40 30 4.3 +1.0
CGW Invesco S&P Global Water Index ETF 0.5 57 13 4.3 +1.0
PIO Invesco Global Water ETF 0.5 75 -5 3.9 +0.6
TBLU Tortoise Global Water ESG ETF 0.5 40 30 4.2 +0.9
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.5 20 50 5.6 +2.3
ROSC Hartford Multifactor Small Cap ETF 0.5 34 36 8.0 +4.7
IGV iShares Expanded Tech-Software Sector ETF 0.5 41 29 2.8 -0.5
GWX SPDR S&P International Small Cap ETF 0.5 40 30 5.9 +2.6
FYX First Trust Small Cap Core AlphaDEX Fund 0.5 61 9 5.0 +1.7
EMXF iShares ESG Advanced MSCI EM ETF 0.5 16 54 7.1 +3.8
VFMF Vanguard U.S. Multifactor ETF 0.5 18 52 6.7 +3.4
SIXL ETC 6 Meridian Low Beta Equity ETF 0.5 80 -10 5.7 +2.4
XSMO Invesco S&P SmallCap Momentum ETF 0.5 39 31 3.9 +0.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.5 64 6 0.9 -2.4
EBI Longview Advantage ETF 0.5 35 35 5.8 +2.5
NUEM Nuveen ESG Emerging Markets Equity ETF 0.5 36 34 6.6 +3.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.5 25 45 6.9 +3.6
STXM Strive Mid-Cap ETF 0.5 18 52 5.4 +2.1
APIE ActivePassive International Equity ETF 0.5 45 25 6.4 +3.1
DSTX Distillate International Fundamental Stability & Value ETF 0.5 55 15 6.6 +3.3
KNCT Invesco Next Gen Connectivity ETF 0.5 40 30 4.0 +0.7
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.5 50 20 4.8 +1.5
SOXX iShares Semiconductor ETF 0.4 35 35 3.1 -0.2
ESGE iShares ESG Aware MSCI EM ETF 0.4 25 45 8.4 +5.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 0.4 15 55 3.4 +0.1
FVD First Trust Value Line Dividend Index Fund 0.4 65 5 5.6 +2.3
QDEF FlexShares Quality Dividend Defensive Index Fund 0.4 37 33 5.3 +2.0
WLDR Affinity World Leaders Equity ETF 0.4 67 3 6.4 +3.1
HAP VanEck Natural Resources ETF 0.4 50 20 7.6 +4.3
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 0.4 44 26 9.4 +6.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.4 9 61 5.4 +2.1
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.4 32 38 7.0 +3.7
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 0.4 40 30 2.3 -1.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.4 4 66 5.1 +1.8
STXE Strive Emerging Markets Ex-China ETF 0.4 32 38 6.2 +2.9
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 0.4 49 21 2.9 -0.4
COWZ Pacer US Cash Cows 100 ETF 0.4 49 21 7.3 +4.0
IPKW Invesco International BuyBack Achievers ETF 0.4 55 15 7.9 +4.6
TTAC FCF US Quality ETF 0.4 59 11 5.0 +1.7
IXG iShares Global Financials ETF 0.4 42 28 5.9 +2.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.4 14 56 4.2 +0.9
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 0.4 86 -16 0.4 -2.9
EBIZ Global X E-Commerce ETF 0.4 50 20 3.3 -0.0
FEX First Trust Large Cap Core AlphaDEX Fund 0.4 59 11 5.0 +1.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.4 24 46 7.3 +4.0
FDEM Fidelity Emerging Markets Multifactor ETF 0.4 25 45 10.6 +7.3
QNXT iShares Nasdaq-100 ex Top 30 ETF 0.3 20 50 4.2 +0.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.3 39 31 4.3 +1.0
PSC Principal U.S. Small-Cap ETF 0.3 38 32 5.9 +2.6
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.3 60 10 4.9 +1.6
USCF Themes US Cash Flow Champions ETF 0.3 29 41 7.7 +4.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.3 20 50 4.7 +1.4
SFYX SoFi Next 500 ETF 0.3 0 70 5.0 +1.7
OPTZ Optimize Strategy Index ETF 0.3 50 20 4.2 +0.9
VLUE iShares MSCI USA Value Factor ETF 0.3 15 55 7.9 +4.6
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 0.3 5 65 7.1 +3.8
ECON Columbia Emerging Markets Consumer ETF 0.3 49 21 9.9 +6.6
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.3 75 -5 2.4 -1.0
BPAY BlackRock Future Financial and Technology ETF 0.3 70 0 5.7 +2.4
SFYF SoFi Social 50 ETF 0.3 29 41 0.9 -2.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.3 18 52 5.0 +1.7
PXH Invesco FTSE RAFI Emerging Markets ETF 0.3 49 21 13.5 +10.2
GOP Unusual Whales Subversive Republican Trading ETF 0.3 50 20 4.7 +1.4
TRFM AAM Transformers ETF 0.3 49 21 1.0 -2.3
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.3 35 35 6.8 +3.5
JHMM John Hancock Multifactor Mid Cap ETF 0.3 42 28 5.4 +2.1
EMXC iShares MSCI Emerging Markets ex China ETF 0.3 25 45 5.8 +2.5
GNR SPDR S&P Global Natural Resources ETF 0.3 40 30 8.9 +5.6
CRTC Xtrackers US National Critical Technologies ETF 0.3 35 35 4.1 +0.8
FSMD Fidelity Small-Mid Multifactor ETF 0.3 15 55 6.1 +2.8
EES WisdomTree U.S. SmallCap Fund 0.3 38 32 7.5 +4.2
LGCF Themes US Cash Flow Champions ETF 0.3 30 40 7.3 +4.0
IJT iShares S&P Small-Cap 600 Growth ETF 0.3 18 52 4.6 +1.3
USMV iShares MSCI USA Min Vol Factor ETF 0.3 15 55 5.0 +1.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.3 10 60 8.5 +5.2
VOE Vanguard Mid-Cap Value ETF 0.3 7 63 6.9 +3.6
RSSL Global X Russell 2000 ETF 0.3 8 62 3.1 -0.2
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 0.3 15 55 4.6 +1.3
IWO iShares Russell 2000 Growth ETF 0.3 24 46 0.6 -2.7
SCHE Schwab Emerging Markets Equity ETF 0.3 11 59 9.4 +6.1
XPND First Trust Expanded Technology ETF 0.3 65 5 3.0 -0.3
FBCG Fidelity Blue Chip Growth ETF 0.3 59 11 2.2 -1.1
FID First Trust S&P International Dividend Aristocrats ETF 0.2 60 10 7.3 +4.0
WDIV SPDR S&P Global Dividend ETF 0.2 40 30 8.4 +5.1
DIVB iShares Core Dividend ETF 0.2 5 65 7.3 +4.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.2 18 52 6.9 +3.6
JVAL JPMorgan U.S. Value Factor ETF 0.2 12 58 6.9 +3.6
IBOT Vaneck Robotics ETF 0.2 47 23 3.3 +0.0
BULD Pacer BlueStar Engineering the Future ETF 0.2 60 10 0.3 -3.0
VWO Vanguard FTSE Emerging Markets ETF 0.2 7 63 9.0 +5.7
EVX VanEck Environmental Services ETF 0.2 55 15 2.2 -1.1
SMOG VanEck Low Carbon Energy ETF 0.2 61 9 1.5 -1.9
RNRG Global X Renewable Energy Producers ETF 0.2 66 4 5.0 +1.7
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.2 30 40 8.0 +4.7
KXI iShares Global Consumer Staples ETF 0.2 41 29 5.1 +1.8
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.2 66 4 7.6 +4.3
JMOM JPMorgan U.S. Momentum Factor ETF 0.2 12 58 3.8 +0.5
ANEW ProShares MSCI Transformational Changes ETF 0.2 45 25 4.5 +1.2
FLRG Fidelity U.S. Multifactor ETF 0.2 15 55 6.1 +2.8
JQUA JPMorgan U.S. Quality Factor ETF 0.2 12 58 5.1 +1.8
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.2 35 35 6.5 +3.2
BBC Virtus LifeSci Biotech Clinical Trials ETF 0.2 79 -9 0.0 -3.3
SBIO ALPS Medical Breakthroughs ETF 0.2 50 20 0.0 -3.3
FTXH First Trust Nasdaq Pharmaceuticals ETF 0.2 60 10 6.9 +3.6
BKEM BNY Mellon Emerging Markets Equity ETF 0.2 11 59 7.9 +4.6
EEM iShares MSCI Emerging Markets ETF 0.2 69 1 8.0 +4.7
BFOR ALPS Barron's 400 ETF 0.2 65 5 4.9 +1.6
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.2 20 50 2.6 -0.7
STXK Strive Small-Cap ETF 0.2 18 52 5.3 +2.0
VTWG Vanguard Russell 2000 Growth ETF 0.2 10 60 0.8 -2.5
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.2 36 34 7.9 +4.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.2 29 41 7.0 +3.7
XCNY SPDR S&P Emerging Markets ex-China ETF 0.2 15 55 6.3 +3.0
IEMG iShares Core MSCI Emerging Markets ETF 0.2 9 61 8.5 +5.2
SMMD iShares Russell 2500 ETF 0.2 15 55 5.8 +2.5
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 0.2 40 30 6.1 +2.8
CFA VictoryShares US 500 Volatility Wtd ETF 0.2 35 35 5.3 +2.0
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.2 40 30 5.2 +1.9
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.2 42 28 8.6 +5.3
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.2 39 31 8.4 +5.1
ACWV iShares MSCI Global Min Vol Factor ETF 0.2 20 50 5.3 +2.0
SIZE iShares MSCI USA Size Factor ETF 0.2 15 55 5.5 +2.2
RSP Invesco S&P 500 Equal Weight ETF 0.2 20 50 5.9 +2.6
IWM iShares Russell 2000 ETF 0.2 19 51 3.1 -0.2
FTA First Trust Large Cap Value AlphaDEX Fund 0.2 59 11 7.8 +4.5
EUSA iShares MSCI USA Equal Weighted ETF 0.2 9 61 5.5 +2.2
GVLU Gotham 1000 Value ETF 0.2 50 20 8.2 +4.9
FDLS Inspire Fidelis Multi Factor ETF 0.2 76 -6 4.1 +0.8
DEEP Roundhill Acquirers Deep Value ETF 0.2 80 -10 17.2 +13.9
WAR U.S. Global Tech and Aerospace & Defense ETF 0.2 60 10 4.5 +1.2
CDIG City Different Investments Global Equity ETF 0.2 75 -5 0.4 -2.9
VTWO Vanguard Russell 2000 ETF 0.2 7 63 3.2 -0.1
SSPY Syntax Stratified LargeCap ETF 0.2 30 40 5.9 +2.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.2 9 61 4.6 +1.3
VO Vanguard Mid-Cap ETF 0.2 4 66 5.3 +2.0
DFSV Dimensional US Small Cap Value ETF 0.2 31 39 9.2 +5.9
XJR iShares ESG Screened S&P Small-Cap ETF 0.2 12 58 6.7 +3.4
IMCV iShares Morningstar Mid-Cap Value ETF 0.2 6 64 7.2 +3.9
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 0.2 88 -18 7.3 +4.0
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.2 86 -16 11.9 +8.6
VGT Vanguard Information Technology ETF 0.1 9 61 3.3 -0.0
GQRE FlexShares Global Quality Real Estate Index Fund 0.1 45 25 7.5 +4.2
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 0.1 10 60 6.3 +3.0
BYRE Principal Real Estate Active Opportunities ETF 0.1 65 5 6.3 +3.0
VNQI Vanguard Global ex-U.S. Real Estate ETF 0.1 12 58 8.0 +4.7
IJR iShares Core S&P Small Cap ETF 0.1 6 64 6.7 +3.4
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.1 20 50 4.6 +1.3
TINY ProShares Nanotechnology ETF 0.1 58 12 2.8 -0.5
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.1 53 17 6.1 +2.8
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.1 15 55 8.4 +5.1
DGRW WisdomTree US Quality Dividend Growth Fund 0.1 28 42 4.8 +1.5
SMLF iShares U.S. SmallCap Equity Factor ETF 0.1 15 55 5.2 +1.9
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.1 70 0 6.8 +3.5
VIOO Vanguard S&P Small-Cap 600 ETF 0.1 7 63 6.7 +3.4
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.1 3 67 6.7 +3.4
IWS iShares Russell Mid-Cap Value ETF 0.1 23 47 6.2 +2.9
IVRS iShares Future Metaverse Tech and Communications ETF 0.1 47 23 3.0 -0.4
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.1 15 55 6.5 +3.2
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.1 24 46 6.3 +3.0
FTEC Fidelity MSCI Information Technology Index ETF 0.1 8 62 3.3 -0.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.1 15 55 6.7 +3.4
VFVA Vanguard U.S. Value Factor ETF 0.1 13 57 9.4 +6.1
AVSE Avantis Responsible Emerging Markets Equity ETF 0.1 33 37 6.9 +3.6
XLK The Technology Select Sector SPDR Fund 0.1 8 62 3.6 +0.3
VTWV Vanguard Russell 2000 Value ETF 0.1 10 60 5.8 +2.5
EMGF iShares Emerging Markets Equity Factor ETF 0.1 25 45 9.4 +6.1
DFVX Dimensional US Large Cap Vector ETF 0.1 22 48 5.3 +2.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.1 9 61 3.5 +0.2
ONEQ Fidelity Nasdaq Composite Index ETF 0.1 21 49 3.1 -0.2
IWR iShares Russell Midcap ETF 0.1 19 51 5.4 +2.1
DFAT Dimensional U.S. Targeted Value ETF 0.1 28 42 8.8 +5.5
DFAE Dimensional Emerging Core Equity Market ETF 0.1 35 35 7.4 +4.1
IMCB iShares Morningstar Mid-Cap ETF 0.1 4 66 5.5 +2.2
QQQ Invesco QQQ Trust Series I 0.1 20 50 3.4 +0.1
QQQM Invesco NASDAQ 100 ETF 0.1 15 55 3.4 +0.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.1 10 60 4.5 +1.2
BKSE BNY Mellon US Small Cap Core Equity ETF 0.1 4 66 5.1 +1.8
IWN iShares Russell 2000 Value ETF 0.1 24 46 5.7 +2.4
DXUV Dimensional US Vector Equity ETF 0.1 28 42 5.2 +1.9
DFSU Dimensional US Sustainability Core 1 ETF 0.1 18 52 4.5 +1.2
AVUQ Avantis U.S. Quality ETF 0.1 15 55 3.5 +0.2
RAFE PIMCO RAFI ESG U.S. ETF 0.1 29 41 6.1 +2.8
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.1 15 55 5.0 +1.7
VFQY Vanguard U.S. Quality Factor ETF 0.1 13 57 5.3 +2.0
DEUS Xtrackers Russell US Multifactor ETF 0.1 17 53 6.0 +2.7
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.1 33 37 6.8 +3.5
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 63 9.2 +5.9
DUHP Dimensional US High Profitability ETF 0.1 21 49 5.0 +1.7
IYW iShares U.S. Technology ETF 0.1 40 30 3.1 -0.2
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.1 41 29 7.1 +3.8
IGM iShares Expanded Tech Sector ETF 0.1 41 29 2.9 -0.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.1 39 31 2.7 -0.6
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.1 19 51 4.8 +1.5
XOEF iShares S&P 500 ex S&P 100 ETF 0.1 20 50 4.8 +1.5
LQPE PEO AlphaQuest Thematic PE ETF 0.1 125 -55 6.1 +2.8
JHML John Hancock Multifactor Large Cap ETF 0.1 29 41 4.6 +1.3
FAB First Trust Multi Cap Value AlphaDEX Fund 0.1 67 3 8.7 +5.4
DFAC Dimensional U.S. Core Equity 2 ETF 0.1 17 53 4.7 +1.4
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.1 20 50 5.8 +2.5
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.1 38 32 7.5 +4.2
BOAT SonicShares Global Shipping ETF 0.1 69 1 24.7 +21.4
SHPP Pacer Industrials and Logistics ETF 0.1 60 10 7.6 +4.3
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.1 33 37 8.1 +4.8
EPS WisdomTree U.S. LargeCap Fund 0.1 8 62 5.0 +1.7
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.1 59 11 7.5 +4.2
GSPY Gotham Enhanced 500 ETF 0.1 50 20 4.5 +1.2
BKCH Global X Blockchain ETF 0.1 50 20 -2.6 -5.9
BCOR Grayscale Bitcoin Adopters ETF 0.1 59 11 2.0 -1.3
IXN iShares Global Tech ETF 0.1 41 29 2.9 -0.4
PKW Invesco Buyback Achievers ETF 0.1 62 8 7.0 +3.7
AVEM Avantis Emerging Markets Equity ETF 0.1 33 37 7.2 +3.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.1 29 41 5.6 +2.3
GXPT Global X PureCap MSCI Information Technology ETF 0.1 25 45 3.4 +0.1
IMCG iShares Morningstar Mid-Cap Growth ETF 0.1 6 64 3.6 +0.3
DCOR Dimensional US Core Equity 1 ETF 0.1 14 56 4.6 +1.3
VYM Vanguard High Dividend Yield Index ETF 0.1 6 64 6.3 +3.0
DFAS Dimensional U.S. Small Cap ETF 0.1 26 44 5.8 +2.5
EQAL Invesco Russell 1000 Equal Weight ETF 0.1 20 50 6.3 +3.0
USXF iShares ESG Advanced MSCI USA ETF 0.1 10 60 4.0 +0.7
APUE ActivePassive U.S. Equity ETF 0.1 45 25 3.9 +0.6
VTV Vanguard Value ETF 0.1 4 66 6.0 +2.7
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.1 45 25 8.4 +5.1
JHEM John Hancock Multifactor Emerging Markets ETF 0.1 49 21 8.2 +4.9
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.1 12 58 3.7 +0.4
AVMC Avantis U.S. Mid Cap Equity ETF 0.1 18 52 5.9 +2.6
GVUS Marketbeta Russell 1000 Value Equity ETF 0.1 12 58 5.7 +2.4
VEGN US Vegan Climate ETF 0.1 60 10 3.8 +0.5
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.1 30 40 7.5 +4.2
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 66 5.9 +2.6
IVE iShares S&P 500 Value ETF 0.1 18 52 5.4 +2.1
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.1 4 66 5.5 +2.2
IEDI iShares U.S. Consumer Focused ETF 0.1 18 52 4.5 +1.2
IWP iShares Russell Mid-Cap Growth ETF 0.1 23 47 2.6 -0.7
IUSV iShares Core S&P US Value ETF 0.1 4 66 5.7 +2.4
AVMV Avantis U.S. Mid Cap Value ETF 0.1 20 50 7.5 +4.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.1 32 38 4.3 +1.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.1 9 61 4.2 +0.9
VSLU Applied Finance Valuation Large Cap ETF 0.1 49 21 4.8 +1.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.1 7 63 4.5 +1.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.1 7 63 4.2 +0.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 59 4.2 +0.9
SCHA Schwab U.S. Small-Cap ETF 0.0 4 66 4.9 +1.6
VBR Vanguard Small Cap Value ETF 0.0 7 63 7.9 +4.6
AFMC First Trust Active Factor Mid Cap ETF 0.0 65 5 7.0 +3.7
STXV Strive 1000 Value ETF 0.0 18 52 7.1 +3.8
DSI iShares MSCI KLD 400 Social ETF 0.0 25 45 4.1 +0.8
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.0 8 62 4.3 +1.0
STXG Strive 1000 Growth ETF 0.0 18 52 3.2 -0.2
TOV JLens 500 Jewish Advocacy U.S. ETF 0.0 18 52 4.0 +0.7
IWD iShares Russell 1000 Value ETF 0.0 19 51 5.6 +2.3
VONV Vanguard Russell 1000 Value ETF 0.0 7 63 5.7 +2.4
AVUS Avantis U.S. Equity ETF 0.0 15 55 5.0 +1.7
GXLC Global X U.S. 500 ETF 0.0 2 68 4.2 +0.9
IUS Invesco RAFI Strategic US ETF 0.0 19 51 6.0 +2.7
PRF Invesco FTSE RAFI US 1000 ETF 0.0 39 31 5.9 +2.6
SNPE Xtrackers S&P 500 ESG ETF 0.0 10 60 4.3 +1.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.0 25 45 4.7 +1.4
AVSU Avantis Responsible U.S. Equity ETF 0.0 15 55 5.0 +1.7
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.0 12 58 6.5 +3.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.0 24 46 6.5 +3.2
AVIE Avantis  Inflation Focused Equity ETF 0.0 25 45 6.2 +2.9
ISCV iShares Morningstar Small Cap Value ETF 0.0 6 64 7.5 +4.2
DFAU Dimensional US Core Equity Market ETF 0.0 12 58 4.3 +1.0
XMAG Defiance Large Cap ex-Mag 7 ETF 0.0 35 35 4.5 +1.2
ILCV iShares Morningstar Value ETF 0.0 4 66 5.6 +2.3
FNDX Schwab Fundamental US Large Co. Index ETF 0.0 25 45 6.3 +3.0
DSPY Tema S&P 500 Historical Weight ETF 0.0 18 52 4.5 +1.2
QVML Invesco S&P 500 QVM Multi-factor ETF 0.0 11 59 4.4 +1.1
FNDB Schwab Fundamental US Broad Market Index ETF 0.0 25 45 6.3 +3.0
TOPC iShares S&P 500 3% Capped ETF 0.0 15 55 4.4 +1.1
ESGV Vanguard ESG U.S. Stock ETF 0.0 9 61 4.1 +0.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.0 2 68 4.3 +1.0
DTD WisdomTree U.S. Total Dividend Fund 0.0 28 42 5.6 +2.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.0 20 50 4.4 +1.1
ROUS Hartford Multifactor US Equity ETF 0.0 19 51 6.0 +2.7
SPXE ProShares S&P 500 Ex-Energy ETF 0.0 9 61 4.1 +0.8
SPXN ProShares S&P 500 Ex-Financials ETF 0.0 9 61 4.1 +0.8
SPXV ProShares S&P 500 Ex-Health Care ETF 0.0 9 61 4.0 +0.7
VOTE TCW Transform 500 ETF 0.0 5 65 4.2 +0.9
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.0 15 55 4.2 +0.9
CATH Global X S&P 500 Catholic Values Custom ETF 0.0 29 41 4.0 +0.7
CHRI Global X S&P 500 Christian Values ETF 0.0 29 41 4.0 +0.7
VTHR Vanguard Russell 3000 ETF 0.0 7 63 4.2 +0.9
BKLC BNY Mellon US Large Cap Core Equity ETF 0.0 0 70 4.3 +1.0
IWV iShares Russell 3000 ETF 0.0 20 50 4.1 +0.8
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.0 3 67 4.4 +1.1
XVV iShares ESG Screened S&P 500 ETF 0.0 8 62 4.1 +0.8
VB Vanguard Small-Cap ETF 0.0 5 65 5.2 +1.9
SFGV Sequoia Global Value ETF 0.0 23 47 7.4 +4.1
VOOG Vanguard S&P 500 Growth ETF 0.0 7 63 3.3 +0.0
ISCB iShares Morningstar Small-Cap ETF 0.0 4 66 5.1 +1.8
SCHB Schwab U.S. Broad Market ETF 0.0 3 67 4.3 +1.0
INRO iShares U.S. Industry Rotation Active ETF 0.0 42 28 4.0 +0.7
VOO Vanguard S&P 500 ETF 0.0 3 67 4.3 +1.0
VV Vanguard Large-Cap ETF 0.0 4 66 4.2 +0.9
VXF Vanguard Extended Market ETF 0.0 5 65 3.9 +0.6
PBUS Invesco MSCI USA ETF 0.0 4 66 4.2 +0.9
ILCB iShares Morningstar U.S. Equity ETF 0.0 3 67 4.2 +0.9
IVV iShares Core S&P 500 ETF 0.0 3 67 4.2 +0.9
SPY SPDR S&P 500 ETF 0.0 9 61 4.2 +0.9
SPYM State Street SPDR Portfolio S&P 500 ETF 0.0 2 68 4.2 +0.9
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.0 20 50 4.0 +0.7
RAUS RACWI US ETF 0.0 15 55 4.2 +0.9
VTI Vanguard Total Stock Market ETF 0.0 3 67 4.2 +0.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.0 3 67 4.2 +0.9
DFUS Dimensional U.S. Equity ETF 0.0 9 61 4.1 +0.8
DFEV Dimensional Emerging Markets Value ETF 0.0 43 27 10.4 +7.1
SCHX Schwab U.S. Large-Cap ETF 0.0 3 67 4.3 +1.0
SCHK Schwab 1000 Index ETF 0.0 5 65 4.3 +1.0
IWB iShares Russell 1000 ETF 0.0 15 55 4.2 +0.9
IYY iShares Dow Jones U.S. ETF 0.0 20 50 4.1 +0.8
VONE Vanguard Russell 1000 ETF 0.0 7 63 4.3 +1.0
VOOV Vanguard S&P 500 Value ETF 0.0 7 63 5.5 +2.2
VFH Vanguard Financials ETF 0.0 9 61 5.8 +2.5
RWL Invesco S&P 500 Revenue ETF 0.0 39 31 5.9 +2.6
STRV Strive 500 ETF 0.0 5 65 4.1 +0.8
AVES Avantis Emerging Markets Value ETF 0.0 36 34 9.4 +6.1
RVRB Reverb ETF 0.0 30 40 4.0 +0.7
MODL VictoryShares WestEnd U.S. Sector ETF 0.0 42 28 4.0 +0.7
TRUT VanEck Technology TruSector ETF 0.0 13 57 3.7 +0.4
FNCL Fidelity MSCI Financials Index ETF 0.0 8 62 5.8 +2.5
AVLV Avantis U.S. Large Cap Value ETF 0.0 15 55 6.6 +3.3
FHLC Fidelity MSCI Health Care Index ETF 0.0 8 62 5.0 +1.7
SFY SoFi Select 500 ETF 0.0 0 70 3.8 +0.5
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.0 12 58 3.4 +0.1
ILCG iShares Morningstar Growth ETF 0.0 4 66 3.0 -0.3
DFUV Dimensional US Marketwide Value ETF 0.0 22 48 6.4 +3.1
DEHP Dimensional Emerging Markets High Profitability ETF 0.0 41 29 5.2 +1.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.0 29 41 3.8 +0.5
IWF iShares Russell 1000 Growth ETF 0.0 19 51 3.2 -0.1
VONG Vanguard Russell 1000 Growth ETF 0.0 7 63 3.5 +0.2
ISCG iShares Morningstar Small-Cap Growth ETF 0.0 6 64 2.5 -0.8
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 0.0 60 10 8.6 +5.3

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 IPOX Europe Equity Opportunities ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

AVOID
Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 14.9 %
Divided by: Fwd. P/BV 3.7 x
Less: Expense ratio 70 bp
Equals: ALTAR Score 3.3 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.63 CATEGORY
AVERAGE		 1.64
 
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.