First Trust IPOX Europe Equity Opportunities ETF
ALTAR
Score™		 4.5% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 18.4x P/Sales
ratio		 1.9x
P/BV
ratio		 3.1x Div.
yield		 2.3%


  • 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) $4
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 105
Wgt avg mkt cap (mns) $17,892
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
SPOTIFY TECHNOLOGY SA 6.5 %
ARM HOLDINGS PLC 5.5 %
NORDNET AB (PUBL) 4.2 %
MONDAY.COM LTD. 4.0 %
GEN DIGITAL INC 3.7 %
UCB SA 3.4 %
ON HOLDING AG CLASS A 3.3 %
INPOST S.A. 2.8 %
COMPAGNIE DE SAINT-GOBAIN 2.5 %
PORSCHE AG 2.4 %
Total 38.3 %

TOP COUNTRY EXPOSURE
BRITAIN 8.6 %
GERMANY 7.9 %
SWEDEN 7.0 %
FRANCE 6.6 %
UNITED STATES 5.0 %
NORWAY 4.9 %
BELGIUM 4.4 %
SWITZERLAND 4.2 %
LUXEMBOURG 3.6 %
FINLAND 3.3 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
5.9% 11.4% 7.1% -- 6.9%

Market Correlations
versus... Beta R-squared
S&P500 1.13 81%
MSCI EAFE 1.15 87%
MSCI Emg. Mkts. 0.90 53%

Technical Indicators
Recent close $26.08
30d moving avg. $26.98
Annualized volatility 21.4%
Short interest (ETF) 0.4%
Relative strength (RSI) 45

Liquidity measures
Avg. volume (thou.) 3
Turnover 2.0%
Bid/Ask (% of price) 0.31%
ADV underlying (mns) $1,819

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 709 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™: 4.5%


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 41.7 70 0 3.9 -0.7
NBDS Neuberger Berman Disrupters ETF 9.9 55 15 1.0 -3.6
EWD iShares MSCI Sweden ETF 9.8 54 16 5.6 +1.0
FEUZ First Trust Eurozone AlphaDEX ETF 7.5 80 -10 9.2 +4.7
FEP First Trust Europe AlphaDEX Fund 7.2 80 -10 9.3 +4.8
SOCL Global X Social Media ETF 7.0 65 5 12.9 +8.4
FDNI First Trust Dow Jones International Internet ETF 6.7 65 5 19.5 +14.9
IMOM Alpha Architect International Quantitative Momentum ETF 6.1 49 21 4.8 +0.2
GGRW Gabelli Growth Innovators ETF 6.1 90 -20 2.6 -2.0
IPO Renaissance IPO ETF 5.5 60 10 4.9 +0.4
BNGE First Trust S-Network Streaming and Gaming ETF 5.5 70 0 3.6 -0.9
GGME Invesco Next Gen Media and Gaming ETF 5.4 60 10 5.0 +0.4
ITEQ BlueStar Israel Technology ETF 5.2 75 -5 2.1 -2.5
IMTM iShares MSCI Intl Momentum Factor ETF 5.2 30 40 5.6 +1.1
EUDV ProShares MSCI Europe Dividend Growers ETF 5.1 55 15 6.9 +2.3
MILN Global X Millennial Consumer ETF 5.1 50 20 3.1 -1.5
FGM First Trust Germany AlphaDEX Fund 5.0 80 -10 9.0 +4.5
RJMG FT Raymond James Multicap Growth Equity ETF 5.0 85 -15 2.6 -2.0
OND ProShares On-Demand ETF 5.0 58 12 1.5 -3.0
NBCC Neuberger Berman Next Generation Connected Consumer ETF 4.9 56 14 2.6 -2.0
FDTX Fidelity Disruptive Technology ETF 4.9 50 20 3.0 -1.5
AGNG Global X Aging Population ETF 4.7 50 20 4.2 -0.4
DIM WisdomTree International MidCap Dividend Fund 4.6 58 12 7.7 +3.2
ISRA VanEck Israel ETF 4.5 59 11 7.8 +3.2
EIS iShares MSCI Israel ETF 4.5 58 12 8.6 +4.0
GTEK Goldman Sachs Future Tech Leaders Equity ETF 4.4 75 -5 3.5 -1.0
SAGP Strategas Global Policy Opportunities ETF 4.2 65 5 5.3 +0.7
FDT First Trust Developed Markets ex-US AlphaDEX Fund 4.1 80 -10 10.0 +5.5
FMED Fidelity Disruptive Medicine ETF 4.1 50 20 -1.1 -5.7
SSPX Janus Henderson U.S. Sustainable Equity ETF 4.0 55 15 4.2 -0.3
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 4.0 25 45 7.2 +2.7
IEUR iShares Core MSCI Europe ETF 4.0 11 59 7.4 +2.9
DBEU Xtrackers MSCI Europe Hedged Equity ETF 3.8 46 24 6.8 +2.2
IZRL ARK Israel Innovative Technology ETF 3.7 49 21 1.4 -3.2
BUG Global X Cybersecurity ETF 3.7 51 19 2.8 -1.8
IDMO Invesco S&P International Developed Momentum ETF 3.7 25 45 5.7 +1.2
IEUS iShares MSCI Europe Small-Cap ETF 3.7 42 28 7.2 +2.6
NORW Global X MSCI Norway ETF 3.6 50 20 10.2 +5.7
HEDJ WisdomTree Europe Hedged Equity Fund 3.6 58 12 6.6 +2.0
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 3.6 45 25 6.6 +2.1
TOGA Tremblant Global ETF 3.6 69 1 2.5 -2.1
EWK iShares MSCI Belgium ETF 3.6 50 20 4.6 +0.1
UIVM VictoryShares International Value Momentum ETF 3.5 35 35 9.5 +4.9
EFG iShares MSCI EAFE Growth ETF 3.5 36 34 4.5 -0.0
PNQI Invesco NASDAQ Internet ETF 3.5 60 10 3.8 -0.7
EWG iShares MSCI Germany ETF 3.5 50 20 6.5 +2.0
DAX Global X DAX Germany ETF 3.5 21 49 6.8 +2.2
DWMF WisdomTree International Multifactor Fund 3.5 38 32 6.9 +2.4
TMFG Motley Fool Global Opportunities ETF 3.5 85 -15 3.5 -1.0
EZU iShares MSCI Eurozone ETF 3.4 52 18 6.8 +2.3
CIBR First Trust NASDAQ Cybersecurity ETF 3.4 60 10 4.2 -0.3
EATV VegTech Plant-based Innovation & Climate ETF 3.4 75 -5 5.4 +0.9
EFAD ProShares MSCI EAFE Dividend Growers ETF 3.4 50 20 5.8 +1.3
BMED Future Health ETF 3.3 85 -15 2.4 -2.1
FDEV Fidelity International Multifactor ETF 3.3 18 52 7.7 +3.2
SPEU SPDR Portfolio Europe ETF 3.3 7 63 7.5 +2.9
XITK SPDR FactSet Innovative Technology ETF 3.3 45 25 0.5 -4.0
VGK Vanguard FTSE Europe ETF 3.3 11 59 7.5 +3.0
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 3.2 58 12 7.1 +2.5
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 3.2 20 50 6.7 +2.2
OGIG ALPS O'Shares Global Internet Giants ETF 3.2 48 22 1.9 -2.7
IQDG WisdomTree International Quality Dividend Growth Fund 3.2 42 28 7.2 +2.6
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 3.2 60 10 3.0 -1.5
TPIF Timothy Plan International ETF 3.2 62 8 6.5 +2.0
IEV iShares Europe ETF 3.2 67 3 6.9 +2.4
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.2 20 50 4.5 -0.0
DMXF iShares ESG Advanced MSCI EAFE ETF 3.1 12 58 5.8 +1.2
ABFL Abacus FCF Leaders ETF 3.1 59 11 5.8 +1.3
ENOR iShares MSCI Norway ETF 3.1 53 17 10.2 +5.7
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 3.1 60 10 1.2 -3.3
FSZ First Trust Switzerland AlphaDEX Fund 3.1 80 -10 5.0 +0.5
BBEU JPMorgan BetaBuilders Europe ETF 3.1 9 61 7.2 +2.7
DFIV Dimensional International Value ETF 3.0 27 43 10.4 +5.8
CBSE Clough Select Equity ETF 3.0 85 -15 1.6 -2.9
EUDG WisdomTree Europe Quality Dividend Growth Fund 2.9 58 12 6.5 +2.0
IDHQ Invesco S&P International Developed High Quality ETF 2.9 29 41 6.7 +2.1
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 2.9 20 50 6.6 +2.1
CIL VictoryShares International Volatility Wtd ETF 2.9 45 25 7.0 +2.4
BOTT Themes Robotics & Automation ETF 2.9 35 35 4.5 -0.1
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 2.8 58 12 9.0 +4.4
ISCF iShares International SmallCap Equity Factor ETF 2.8 23 47 8.6 +4.1
BLCR iShares Large Cap Core Active ETF 2.8 36 34 4.3 -0.3
IPOS Renaissance International IPO ETF 2.8 80 -10 2.4 -2.1
AOTG AOT Growth and Innovation ETF 2.7 75 -5 2.4 -2.1
EFA iShares MSCI EAFE ETF 2.7 35 35 7.0 +2.5
FAN First Trust Global Wind Energy ETF 2.7 60 10 5.3 +0.7
LRNZ TrueShares Technology, AI & Deep Learning ETF 2.7 69 1 0.0 -4.5
AIS VistaShares Artificial Intelligence Supercycle ETF 2.7 75 -5 4.6 +0.1
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.6 15 55 5.7 +1.1
IVLU iShares MSCI Intl Value Factor ETF 2.6 30 40 11.1 +6.6
EWQ iShares MSCI France ETF 2.6 53 17 7.0 +2.5
IEFA iShares Core MSCI EAFE ETF 2.6 7 63 7.4 +2.8
IQDY FlexShares International Quality Dividend Dynamic Index Fund 2.6 47 23 9.0 +4.4
WTAI WisdomTree Artificial Intelligence and Innovation Fund 2.6 45 25 3.5 -1.1
QINT American Century Quality Diversified International ETF 2.6 39 31 7.6 +3.1
DFIS Dimensional International Small Cap ETF 2.6 39 31 7.9 +3.3
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 2.6 36 34 6.9 +2.4
IDLV Invesco S&P International Developed Low Volatility ETF 2.5 25 45 6.3 +1.8
DFIC Dimensional International Core Equity 2 ETF 2.5 23 47 7.9 +3.4
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 2.5 65 5 4.1 -0.4
INTF iShares International Equity Factor ETF 2.5 15 55 8.1 +3.6
TTAI FCF International Quality ETF 2.5 59 11 6.9 +2.4
RODM Hartford Multifactor Developed Markets (ex-US) ETF 2.5 29 41 8.2 +3.7
GSIE Goldman Sachs ActiveBeta International Equity ETF 2.5 25 45 7.5 +3.0
CEFA Global X S&P Catholic Values Developed ex-US ETF 2.5 35 35 5.9 +1.3
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 2.5 80 -10 5.7 +1.2
DFSI Dimensional International Sustainability Core 1 ETF 2.4 24 46 6.6 +2.1
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 2.4 72 -2 -1.2 -5.7
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 2.4 39 31 7.0 +2.4
FLEE Franklin FTSE Europe ETF 2.4 9 61 7.0 +2.5
XNTK SPDR NYSE Technology ETF 2.4 35 35 4.4 -0.2
EWU iShares MSCI United Kingdom ETF 2.4 50 20 8.6 +4.0
QGRO American Century U.S. Quality Growth ETF 2.4 29 41 3.8 -0.7
ESGD iShares ESG Aware MSCI EAFE ETF 2.3 20 50 7.1 +2.6
GK AdvisorShares Gerber Kawasaki ETF 2.3 75 -5 2.9 -1.6
IDEV iShares Core MSCI International Developed Markets ETF 2.3 4 66 7.4 +2.8
NETZ TCW Transform Systems ETF 2.3 75 -5 3.4 -1.1
ETEC iShares Breakthrough Environmental Solutions ETF 2.3 47 23 5.8 +1.2
DTH WisdomTree International High Dividend Fund 2.3 58 12 9.1 +4.5
XDAT Franklin Exponential Data ETF 2.3 50 20 2.1 -2.4
SPDW SPDR Portfolio Developed World ex-US ETF 2.3 3 67 7.5 +3.0
DFNV Donoghue Forlines Innovation ETF 2.2 69 1 5.1 +0.6
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 2.2 14 56 6.0 +1.5
CGXU Capital Group International Focus Equity ETF 2.2 54 16 5.9 +1.3
AVSD Avantis Responsible International Equity ETF 2.2 23 47 6.8 +2.3
DSTX Distillate International Fundamental Stability & Value ETF 2.2 55 15 8.4 +3.9
AIVI WisdomTree International AI Enhanced Value Fund 2.2 58 12 7.5 +3.0
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 2.2 57 13 4.3 -0.2
AVIV Avantis International Large Cap Value ETF 2.1 25 45 9.3 +4.7
ARKF ARK Fintech Innovation ETF 2.1 75 -5 -0.3 -4.8
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 2.1 40 30 7.5 +3.0
EXI iShares Global Industrials ETF 2.1 42 28 4.9 +0.3
DWM WisdomTree International Equity Fund 2.1 48 22 7.7 +3.2
TIME Clockwise Core Equity & Innovation ETF 2.1 95 -25 8.1 +3.6
DTAN Sparkline International Intangible Value ETF 2.1 55 15 7.2 +2.7
ARKW ARK Next Generation Internet ETF 2.1 87 -17 -1.3 -5.9
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.1 39 31 3.8 -0.8
HFXI IQ FTSE International Equity Currency Neutral ETF 2.1 20 50 7.4 +2.9
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 2.0 45 25 9.3 +4.8
SCHC Schwab International Small-Cap Equity ETF 2.0 11 59 7.1 +2.6
XT iShares Exponential Technologies ETF 2.0 46 24 5.5 +1.0
IQSI IQ Candriam International Equity ETF 2.0 15 55 6.7 +2.1
FXD First Trust Consumer Discretionary AlphaDEX Fund 2.0 61 9 7.8 +3.3
EDEN iShares MSCI Denmark ETF 2.0 53 17 6.9 +2.4
SHPP Pacer Industrials and Logistics ETF 2.0 60 10 5.1 +0.6
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 2.0 24 46 6.4 +1.9
GSID Goldman Sachs MarketBeta International Equity ETF 2.0 20 50 7.1 +2.6
FLOW Global X U.S. Cash Flow Kings 100 ETF 2.0 25 45 9.9 +5.3
JPIN J.P. Morgan Diversified Return International Equity ETF 2.0 37 33 8.9 +4.4
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 1.9 12 58 6.2 +1.6
KNO AXS Knowledge Leaders ETF 1.9 78 -8 6.1 +1.6
PTEC Global X PropTech ETF 1.9 50 20 2.5 -2.0
GVIP Goldman Sachs Hedge Industry VIP ETF 1.9 45 25 3.8 -0.7
AVDE Avantis International Equity ETF 1.9 23 47 8.0 +3.4
FYLD Cambria Foreign Shareholder Yield ETF 1.9 59 11 12.5 +7.9
EUFN iShares MSCI Europe Financials ETF 1.9 51 19 8.5 +4.0
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 1.9 42 28 6.8 +2.2
EFAV iShares MSCI EAFE Min Vol Factor ETF 1.9 22 48 5.8 +1.3
EFV iShares MSCI EAFE Value ETF 1.9 34 36 9.4 +4.9
DOL WisdomTree International LargeCap Dividend Fund 1.9 48 22 7.5 +3.0
DAT ProShares Big Data Refiners ETF 1.9 58 12 2.2 -2.3
VIGI Vanguard International Dividend Appreciation ETF 1.9 15 55 6.2 +1.7
VWID Virtus WMC International Dividend ETF 1.9 49 21 8.8 +4.3
CGIE Capital Group International Equity ETF 1.9 54 16 5.1 +0.6
SCZ iShares MSCI EAFE Small-Cap ETF 1.9 40 30 7.4 +2.9
FBCV Fidelity Blue Chip Value ETF 1.9 59 11 7.5 +3.0
WLDR Affinity World Leaders Equity ETF 1.8 67 3 8.3 +3.8
FLGB Franklin FTSE United Kingdom ETF 1.8 9 61 8.0 +3.5
DFAI Dimensional International Core Equity Market ETF 1.8 18 52 7.6 +3.0
BKIE BNY Mellon International Equity ETF 1.8 4 66 7.3 +2.8
TMAT Main Thematic Innovation ETF 1.8 164 -94 -1.5 -6.0
VEA Vanguard FTSE Developed Markets ETF 1.8 5 65 7.6 +3.0
SYNB Putnam BioRevolution ETF 1.8 70 0 3.2 -1.4
RFEU First Trust Riverfront Dynamic Europe ETF 1.8 83 -13 10.0 +5.5
COWZ Pacer US Cash Cows 100 ETF 1.8 49 21 9.5 +4.9
ICOW Pacer Developed Markets International Cash Cows 100 ETF 1.8 65 5 12.2 +7.6
EWN iShares MSCI Netherlands ETF 1.8 50 20 5.9 +1.3
CNCR Range Cancer Therapeutics ETF 1.8 79 -9 0.0 -4.5
EWI iShares MSCI Italy ETF 1.7 50 20 10.0 +5.5
FDCF Fidelity Disruptive Communications ETF 1.7 50 20 3.3 -1.2
RGEF Rockefeller Global Equity ETF 1.7 55 15 5.2 +0.7
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.7 30 40 8.6 +4.1
ACWX iShares MSCI ACWI ex U.S. ETF 1.7 34 36 8.1 +3.6
IQDF FlexShares International Quality Dividend Index Fund 1.7 47 23 9.5 +5.0
PSP Invesco Global Listed Private Equity ETF 1.7 106 -36 5.7 +1.1
VCLN Virtus Duff & Phelps Clean Energy ETF 1.7 59 11 6.2 +1.7
JHMD John Hancock Multifactor Developed International ETF 1.7 39 31 7.8 +3.3
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 1.7 39 31 8.3 +3.8
TTAC FCF US Quality ETF 1.7 59 11 6.1 +1.6
IXUS iShares Core MSCI Total International Stock ETF 1.7 7 63 8.3 +3.8
IDOG ALPS International Sector Dividend Dogs ETF 1.7 50 20 12.2 +7.7
FIVG Defiance Next Gen Connectivity ETF 1.7 30 40 5.6 +1.0
CWI SPDR MSCI ACWI ex-US ETF 1.6 30 40 8.2 +3.7
FIDI Fidelity International High Dividend ETF 1.6 18 52 9.0 +4.5
EFAS Global X MSCI SuperDividend EAFE ETF 1.6 57 13 8.5 +4.0
FITE SPDR S&P Kensho Future Security ETF 1.6 45 25 2.8 -1.7
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 1.6 41 29 7.1 +2.6
JSTC Adasina Social Justice All Cap Global ETF 1.6 89 -19 4.5 -0.1
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 1.6 7 63 7.0 +2.5
SCHF Schwab International Equity ETF 1.6 6 64 7.7 +3.2
BGRO iShares Large Cap Growth Active ETF 1.6 55 15 3.3 -1.2
IYC iShares U.S. Consumer Discretionary ETF 1.6 40 30 4.1 -0.5
PWB Invesco Large Cap Growth ETF 1.5 56 14 3.2 -1.3
JIG JPMorgan International Growth ETF 1.5 55 15 4.8 +0.3
SOXQ Invesco PHLX Semiconductor ETF 1.5 19 51 5.7 +1.2
IPKW Invesco International BuyBack Achievers ETF 1.5 55 15 15.3 +10.8
RSPT Invesco S&P 500 Equal Weight Technology ETF 1.5 40 30 6.2 +1.7
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 1.5 49 21 7.3 +2.8
QEFA SPDR MSCI EAFE StrategicFactors ETF 1.5 30 40 7.3 +2.7
METV Roundhill Ball Metaverse ETF 1.4 59 11 8.2 +3.7
SFYF SoFi Social 50 ETF 1.4 29 41 0.0 -4.5
STXI Strive International Developed Markets ETF 1.4 29 41 5.9 +1.4
SIXG Defiance Connective Technologies ETF 1.4 30 40 4.5 0.0
BUYZ Franklin Disruptive Commerce ETF 1.4 50 20 2.6 -2.0
WCLD WisdomTree Cloud Computing Fund 1.4 45 25 1.6 -2.9
GINN Goldman Sachs Innovate Equity ETF 1.4 52 18 4.4 -0.2
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 1.3 80 -10 11.8 +7.2
FEZ SPDR EURO STOXX 50 ETF 1.3 29 41 7.2 +2.6
IBB iShares Biotechnology ETF 1.3 45 25 0.8 -3.8
BSVO EA Bridgeway Omni Small-Cap Value ETF 1.3 47 23 9.8 +5.2
FKU First Trust United Kingdom AlphaDEX Fund 1.3 80 -10 7.9 +3.4
FNDF Schwab Fundamental International Large Co. Index ETF 1.3 25 45 10.1 +5.6
VXUS Vanguard Total International Stock ETF 1.3 7 63 8.3 +3.8
VEU Vanguard FTSE All-World ex-US Index Fund 1.3 8 62 8.5 +3.9
VSGX Vanguard ESG International Stock ETF 1.3 12 58 8.2 +3.6
NXTG First Trust Indxx NextG ETF 1.3 70 0 5.8 +1.3
GXUS Goldman Sachs MarketBeta Total International Equity ETF 1.3 18 52 8.1 +3.6
IBBQ Invesco Nasdaq Biotechnology ETF 1.3 19 51 2.1 -2.4
IBUY Amplify Online Retail ETF 1.3 65 5 3.7 -0.9
WDNA WisdomTree BioRevolution Fund 1.2 45 25 0.0 -4.5
CHAT Roundhill Generative AI & Technology ETF 1.2 75 -5 14.8 +10.3
COPY Tweedy, Browne Insider + Value ETF 1.2 80 -10 12.6 +8.1
STXM Strive Mid-Cap ETF 1.2 18 52 3.6 -0.9
TRFM AAM Transformers ETF 1.2 49 21 1.9 -2.7
DFE WisdomTree Europe SmallCap Dividend Fund 1.2 58 12 8.4 +3.9
DIHP Dimensional International High Profitability ETF 1.2 29 41 7.4 +2.9
WRND IQ Global Equity R&D Leaders ETF 1.2 18 52 7.9 +3.3
EWL iShares MSCI Switzerland ETF 1.2 50 20 5.9 +1.4
DIVI Franklin International Core Dividend Tilt Index ETF 1.2 9 61 8.2 +3.7
VFMV Vanguard U.S. Minimum Volatility ETF 1.1 13 57 5.5 +0.9
VFMO Vanguard U.S. Momentum Factor ETF 1.1 13 57 3.4 -1.2
IXJ iShares Global Healthcare ETF 1.1 42 28 6.6 +2.1
BKCI BNY Mellon Concentrated International ETF 1.1 80 -10 4.9 +0.4
FNDC Schwab Fundamental International Small Co. Index ETF 1.1 39 31 6.3 +1.8
WWJD Inspire International ETF 1.1 80 -10 7.6 +3.0
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.1 95 -25 0.7 -3.8
VFMF Vanguard U.S. Multifactor ETF 1.1 18 52 8.5 +4.0
SMLF iShares U.S. SmallCap Equity Factor ETF 1.1 15 55 6.0 +1.4
VFQY Vanguard U.S. Quality Factor ETF 1.1 13 57 6.6 +2.1
BBP Virtus LifeSci Biotech Products ETF 1.1 79 -9 -2.9 -7.4
HELX Franklin Genomic Advancements ETF 1.1 50 20 0.1 -4.5
FBT First Trust NYSE Arca Biotechnology Index Fund 1.1 56 14 5.0 +0.4
BBH VanEck Biotech ETF 1.1 35 35 5.4 +0.9
GNOM Global X Genomics & Biotechnology ETF 1.1 50 20 -3.0 -7.5
IDNA iShares Genomics Immunology and Healthcare ETF 1.1 47 23 -2.1 -6.6
RODE Hartford Multifactor Diversified International ETF 1.1 29 41 9.9 +5.4
GDOC Goldman Sachs Future Health Care Equity ETF 1.0 75 -5 2.7 -1.9
DLS WisdomTree International SmallCap Dividend Fund 1.0 58 12 8.9 +4.4
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -36 10.9 +6.4
FDG American Century Focused Dynamic Growth ETF 1.0 45 25 2.4 -2.1
VYMI Vanguard International High Dividend Yield ETF 1.0 22 48 10.0 +5.5
LRGF iShares U.S. Equity Factor ETF 1.0 8 62 5.8 +1.3
JGRO JPMorgan Active Growth ETF 1.0 44 26 3.9 -0.6
CGV Conductor Global Equity Value ETF 1.0 130 -60 9.2 +4.6
IQLT iShares MSCI Intl Quality Factor ETF 1.0 30 40 6.3 +1.8
GURU Global X Guru Index ETF 1.0 75 -5 4.2 -0.4
UMMA Wahed Dow Jones Islamic World ETF 1.0 65 5 5.3 +0.7
USMF WisdomTree U.S. Multifactor Fund 1.0 28 42 6.7 +2.2
GLOF iShares Global Equity Factor ETF 1.0 20 50 6.8 +2.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.0 15 55 10.0 +5.4
MOTG VanEck Morningstar Global Wide Moat ETF 1.0 52 18 6.7 +2.2
NIXT Research Affiliates Deletions ETF 1.0 9 61 3.8 -0.7
ROE Astoria US Quality Kings ETF 1.0 49 21 7.0 +2.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.0 35 35 4.5 +0.0
ESGG FlexShares STOXX Global ESG Select Index Fund 1.0 42 28 5.4 +0.9
DTEC ALPS Disruptive Technologies ETF 1.0 50 20 4.0 -0.5
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 1.0 80 -10 4.9 +0.4
FDWM Fidelity Women's Leadership ETF 0.9 59 11 3.2 -1.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.9 49 21 4.7 +0.2
EWUS iShares MSCI United Kingdom Small Cap ETF 0.9 59 11 7.4 +2.9
SUPL ProShares Supply Chain Logistics ETF 0.9 58 12 5.4 +0.8
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 0.9 58 12 4.3 -0.2
BBC Virtus LifeSci Biotech Clinical Trials ETF 0.9 79 -9 0.0 -4.5
SBIO ALPS Medical Breakthroughs ETF 0.9 50 20 -1.9 -6.4
RAYD Rayliant Quantitative Developed Market Equity ETF 0.9 80 -10 4.7 +0.2
NUDM Nuveen ESG International Developed Markets Equity ETF 0.9 31 39 6.6 +2.1
BLES Inspire Global Hope ETF 0.9 61 9 6.8 +2.3
FFLC Fidelity Fundamental Large Cap Core ETF 0.9 38 32 4.9 +0.4
IXP iShares Global Comm Services ETF 0.9 42 28 6.7 +2.2
FFND Future Fund Active ETF 0.9 100 -30 4.7 +0.1
EES WisdomTree U.S. SmallCap Fund 0.9 38 32 9.1 +4.6
JOET Virtus Terranova US Quality Momentum ETF 0.9 29 41 5.0 +0.5
JMOM JPMorgan U.S. Momentum Factor ETF 0.8 12 58 4.8 +0.3
MEDI Harbor Health Care ETF 0.8 80 -10 -1.6 -6.1
PATN Pacer Nasdaq International Patent Leaders ETF 0.8 65 5 4.0 -0.6
IMFL Invesco International Developed Dynamic Multifactor ETF 0.8 34 36 6.2 +1.7
CCNR ALPS CoreCommodity Natural Resources ETF 0.8 39 31 11.0 +6.5
DWX SPDR S&P International Dividend ETF 0.8 45 25 6.6 +2.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.8 15 55 5.8 +1.3
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 0.8 32 38 6.1 +1.6
XSW SPDR S&P Software & Services ETF 0.8 35 35 2.0 -2.5
MOTO SmartETFs Smart Transportation & Technology ETF 0.8 68 2 7.8 +3.2
JIRE JPMorgan International Research Enhanced Equity ETF 0.8 24 46 7.4 +2.9
JHDV John Hancock U.S. High Dividend ETF 0.8 34 36 6.3 +1.8
DGT SPDR Global Dow ETF 0.8 50 20 7.5 +2.9
ACTV LeaderShares Activist Leaders ETF 0.8 75 -5 5.3 +0.8
JHID John Hancock International High Dividend ETF 0.8 46 24 10.3 +5.8
EWO iShares MSCI Austria ETF 0.8 50 20 11.9 +7.3
GVAL Cambria Global Value ETF 0.8 68 2 11.3 +6.7
BETZ Roundhill Sports Betting & iGaming ETF 0.8 75 -5 2.1 -2.5
TOK iShares MSCI Kokusai ETF 0.7 26 44 5.2 +0.6
IDV iShares International Select Dividend ETF 0.7 51 19 11.6 +7.1
LUX Tema Luxury ETF 0.7 75 -5 2.6 -1.9
FENI Fidelity Enhanced International ETF 0.7 28 42 7.0 +2.5
CANC Tema Oncology ETF 0.7 75 -5 -2.0 -6.5
EWP iShares MSCI Spain ETF 0.7 50 20 7.8 +3.3
KOKU Xtrackers MSCI Kokusai Equity ETF 0.7 9 61 5.5 +0.9
URTH iShares MSCI World ETF 0.7 24 46 5.5 +1.0
FDD First Trust Stoxx European Select Dividend Index Fund 0.7 58 12 12.4 +7.9
SCHY Schwab International Dividend Equity ETF 0.7 14 56 9.8 +5.3
ULVM VictoryShares US Value Momentum ETF 0.7 20 50 7.2 +2.7
DISV Dimensional International Small Cap Value ETF 0.7 42 28 9.7 +5.1
AVSC Avantis U.S Small Cap Equity ETF 0.7 25 45 6.6 +2.0
GWX SPDR S&P International Small Cap ETF 0.7 40 30 6.7 +2.2
DFSV Dimensional US Small Cap Value ETF 0.7 31 39 10.9 +6.4
PRAY FIS Christian Stock Fund 0.7 69 1 5.5 +0.9
SDG iShares MSCI Global Sustainable Development Goals ETF 0.7 49 21 6.0 +1.5
AFSM First Trust Active Factor Small Cap ETF 0.6 75 -5 7.0 +2.5
VT Vanguard Total World Stock ETF 0.6 7 63 6.3 +1.8
LVHI Franklin International Low Volatility High Dividend Index ET 0.6 40 30 11.0 +6.5
AVUV Avantis U.S. Small Cap Value ETF 0.6 25 45 10.8 +6.3
ACWI iShares MSCI ACWI ETF 0.6 32 38 6.0 +1.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.6 17 53 5.7 +1.2
HLGE Hartford Longevity Economy ETF 0.6 44 26 5.5 +1.0
KOMP SPDR S&P Kensho New Economies Composite ETF 0.6 20 50 3.7 -0.8
KNCT Invesco Next Gen Connectivity ETF 0.6 40 30 5.1 +0.5
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 0.6 40 30 4.6 +0.1
VIDI Vident International Equity Strategy ETF 0.6 61 9 12.0 +7.5
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.6 60 10 6.4 +1.9
AVDV Avantis International Small Cap Value ETF 0.6 36 34 10.9 +6.4
ACVF American Conservative Values ETF 0.6 75 -5 4.5 -0.1
IGRO iShares International Dividend Growth ETF 0.6 15 55 7.3 +2.8
IGPT Invesco AI and Next Gen Software ETF 0.6 60 10 4.9 +0.4
SOXX iShares Semiconductor ETF 0.6 35 35 6.0 +1.5
FYX First Trust Small Cap Core AlphaDEX Fund 0.6 61 9 5.9 +1.3
BUZZ VanEck Social Sentiment ETF 0.6 75 -5 -1.3 -5.8
STXK Strive Small-Cap ETF 0.6 18 52 5.5 +0.9
QDEF FlexShares Quality Dividend Defensive Index Fund 0.6 37 33 5.9 +1.4
QDF FlexShares Quality Dividend Index Fund 0.6 37 33 6.2 +1.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.5 9 61 6.1 +1.5
AIEQ AI Powered Equity ETF 0.5 75 -5 4.1 -0.4
DFAT Dimensional U.S. Targeted Value ETF 0.5 28 42 10.0 +5.5
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 0.5 10 60 7.5 +3.0
IGV iShares Expanded Tech-Software Sector ETF 0.5 41 29 3.1 -1.4
GREK Global X MSCI Greece ETF 0.5 57 13 11.7 +7.2
HDUS Hartford Disciplined US Equity ETF 0.5 19 51 5.9 +1.3
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.5 56 14 12.6 +8.1
FXO First Trust Financials AlphaDEX Fund 0.5 62 8 8.1 +3.6
XMLV Invesco S&P MidCap Low Volatility ETF 0.5 25 45 6.0 +1.5
XMMO Invesco S&P MidCap Momentum ETF 0.5 34 36 5.6 +1.0
XMVM Invesco S&P MidCap Value with Momentum ETF 0.5 39 31 9.7 +5.2
DVY iShares Select Dividend ETF 0.5 38 32 9.2 +4.7
FOVL iShares Focused Value Factor ETF 0.5 25 45 10.1 +5.5
KCE SPDR S&P Capital Markets ETF 0.5 35 35 6.4 +1.9
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.5 60 10 2.1 -2.4
FINX Global X FinTech ETF 0.5 68 2 2.6 -1.9
QWLD SPDR MSCI World StrategicFactors ETF 0.5 30 40 5.9 +1.4
FYT First Trust Small Cap Value AlphaDEX Fund 0.5 73 -3 9.9 +5.4
ONEY SPDR Russell 1000 Yield Focus ETF 0.5 20 50 9.1 +4.5
CRTC Xtrackers US National Critical Technologies ETF 0.5 35 35 5.3 +0.8
EFNL iShares MSCI Finland ETF 0.5 56 14 7.4 +2.9
CZAR Themes Natural Monopoly ETF 0.5 35 35 2.8 -1.7
BFOR ALPS Barron's 400 ETF 0.5 65 5 6.2 +1.7
FLQL Franklin LibertyQ U.S. Equity ETF 0.5 15 55 5.7 +1.2
DON WisdomTree U.S. MidCap Dividend Fund 0.5 38 32 8.3 +3.8
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.5 50 20 6.5 +2.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.5 60 10 6.3 +1.8
BIBL Inspire 100 ETF 0.5 35 35 4.7 +0.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.5 4 66 6.1 +1.6
QLC FlexShares US Quality Large Cap Index Fund 0.5 25 45 5.9 +1.3
ODDS Pacer BlueStar Digital Entertainment ETF 0.5 60 10 4.9 +0.4
DIVB iShares Core Dividend ETF 0.5 5 65 7.7 +3.1
KBWP Invesco KBW Property & Casualty Insurance ETF 0.5 35 35 6.2 +1.7
SIXS ETC 6 Meridian Small Cap Equity ETF 0.5 89 -19 9.4 +4.9
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.5 35 35 3.1 -1.4
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.5 35 35 10.9 +6.4
XSMO Invesco S&P SmallCap Momentum ETF 0.5 39 31 5.3 +0.7
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.5 36 34 10.3 +5.8
SVAL iShares US Small Cap Value Factor ETF 0.5 20 50 11.0 +6.5
SMCF Themes US Small Cap Cash Flow Champions ETF 0.5 29 41 11.8 +7.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.4 39 31 4.0 -0.5
RFDI First Trust Riverfront Dynamic Developed International ETF 0.4 83 -13 10.0 +5.5
AFMC First Trust Active Factor Mid Cap ETF 0.4 65 5 8.2 +3.7
ONEO SPDR Russell 1000 Momentum Focus ETF 0.4 20 50 6.8 +2.2
DEUS Xtrackers Russell US Multifactor ETF 0.4 17 53 6.9 +2.4
PSC Principal U.S. Small-Cap ETF 0.4 38 32 6.9 +2.4
IXG iShares Global Financials ETF 0.4 42 28 7.2 +2.7
VLUE iShares MSCI USA Value Factor ETF 0.4 15 55 10.2 +5.6
JVAL JPMorgan U.S. Value Factor ETF 0.4 12 58 8.5 +4.0
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 0.4 15 55 4.7 +0.2
DFAS Dimensional U.S. Small Cap ETF 0.4 26 44 6.9 +2.4
PSCF Invesco S&P SmallCap Financials ETF 0.4 29 41 6.2 +1.7
LOWV AB US Low Volatility Equity ETF 0.4 48 22 5.3 +0.8
SIXL ETC 6 Meridian Low Beta Equity ETF 0.4 80 -10 5.7 +1.2
SHLD Global X Defense Tech ETF 0.4 50 20 3.8 -0.7
NATO Themes Transatlantic Defense ETF 0.4 35 35 3.2 -1.4
QNXT iShares Nasdaq-100 ex Top 30 ETF 0.4 20 50 4.5 -0.1
FSST Fidelity Sustainable U.S. Equity ETF 0.4 59 11 4.4 -0.2
BPAY BlackRock Future Financial and Technology ETF 0.4 70 0 7.5 +3.0
FDFF Fidelity Disruptive Finance ETF 0.4 50 20 4.1 -0.4
OAIM OneAscent International Equity ETF 0.4 95 -25 6.2 +1.6
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 0.4 75 -5 4.5 -0.0
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.4 20 50 7.4 +2.9
DEW WisdomTree Global High Dividend Fund 0.4 58 12 7.7 +3.2
HART IQ Healthy Hearts ETF 0.4 45 25 6.6 +2.1
JHSC John Hancock Multifactor Small Cap ETF 0.4 42 28 6.9 +2.3
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.4 80 -10 6.0 +1.5
KRUZ Unusual Whales Subversive Republican Trading ETF 0.4 75 -5 6.0 +1.5
ROSC Hartford Multifactor Small Cap ETF 0.4 34 36 9.0 +4.4
TEMP JPMorgan Climate Change Solutions ETF 0.4 49 21 5.9 +1.3
WNDY Global X Wind Energy ETF 0.4 50 20 3.2 -1.4
FTC First Trust Large Cap Growth AlphaDEX Fund 0.4 59 11 2.8 -1.7
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.4 39 31 5.4 +0.9
LRND IQ U.S. Large Cap R&D Leaders ETF 0.4 14 56 6.7 +2.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.4 12 58 4.8 +0.3
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 0.4 5 65 7.1 +2.6
TPSC Timothy Plan US Small Cap Core ETF 0.4 52 18 7.2 +2.7
OPTZ Optimize Strategy Index ETF 0.4 50 20 5.3 +0.8
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.4 15 55 4.3 -0.3
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.4 60 10 5.3 +0.8
IWY iShares Russell Top 200 Growth ETF 0.3 20 50 4.9 +0.4
DFSU Dimensional US Sustainability Core 1 ETF 0.3 18 52 5.8 +1.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.3 38 32 6.2 +1.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.3 14 56 5.2 +0.7
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.3 64 6 2.4 -2.1
USCF Themes US Cash Flow Champions ETF 0.3 29 41 6.6 +2.1
KLMT Invesco MSCI Global Climate 500 ETF 0.3 10 60 6.1 +1.5
VFVA Vanguard U.S. Value Factor ETF 0.3 13 57 11.7 +7.1
SMMD iShares Russell 2500 ETF 0.3 15 55 6.2 +1.7
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 0.3 9 61 9.2 +4.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.3 10 60 5.4 +0.8
SDIV Global X Superdividend ETF 0.3 58 12 13.9 +9.3
XMAG Defiance Large Cap ex-Mag 7 ETF 0.3 35 35 4.6 +0.1
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.3 39 31 10.3 +5.7
VOE Vanguard Mid-Cap Value ETF 0.3 7 63 7.2 +2.7
FBCG Fidelity Blue Chip Growth ETF 0.3 59 11 3.4 -1.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.3 24 46 7.6 +3.1
PPIE Putnam PanAgora ESG International Equity ETF 0.3 49 21 7.8 +3.3
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.3 35 35 4.7 +0.2
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.3 42 28 5.5 +0.9
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.3 18 52 4.9 +0.4
IXC iShares Global Energy ETF 0.3 44 26 9.8 +5.3
IWF iShares Russell 1000 Growth ETF 0.3 19 51 4.8 +0.3
VONG Vanguard Russell 1000 Growth ETF 0.3 8 62 4.9 +0.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.3 20 50 5.5 +1.0
INEQ Columbia International Equity Income ETF 0.3 45 25 8.7 +4.2
BJK VanEck Gaming ETF 0.3 65 5 3.9 -0.6
ISCV iShares Morningstar Small Cap Value ETF 0.3 6 64 8.4 +3.9
VTWV Vanguard Russell 2000 Value ETF 0.3 15 55 5.9 +1.4
THRO iShares U.S. Thematic Rotation Active ETF 0.3 90 -20 4.4 -0.2
ESGV Vanguard ESG U.S. Stock ETF 0.3 9 61 5.0 +0.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.3 20 50 6.0 +1.5
CUT Invesco MSCI Global Timber ETF 0.3 61 9 9.1 +4.6
RSSL Global X Russell 2000 ETF 0.3 8 62 3.6 -0.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.3 25 45 6.0 +1.5
RXI iShares Global Consumer Discretionary ETF 0.3 41 29 9.2 +4.7
FLRG Fidelity U.S. Multifactor ETF 0.3 15 55 7.1 +2.6
USMV iShares MSCI USA Min Vol Factor ETF 0.3 15 55 5.5 +1.0
VTWO Vanguard Russell 2000 ETF 0.3 10 60 3.8 -0.7
REVS Columbia Research Enhanced Value ETF 0.3 19 51 7.6 +3.1
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 49 4.3 -0.3
ROUS Hartford Multifactor US Equity ETF 0.3 19 51 7.2 +2.7
GLBL Pacer MSCI World Industry Advantage ETF 0.3 65 5 5.0 +0.4
IWM iShares Russell 2000 ETF 0.3 19 51 3.6 -0.9
IWN iShares Russell 2000 Value ETF 0.3 24 46 5.8 +1.2
SCHA Schwab U.S. Small-Cap ETF 0.3 4 66 5.3 +0.8
XPND First Trust Expanded Technology ETF 0.3 65 5 4.3 -0.3
STXG Strive 1000 Growth ETF 0.3 18 52 4.2 -0.3
RECS Columbia Research Enhanced Core ETF 0.3 15 55 6.2 +1.6
BKSE BNY Mellon US Small Cap Core Equity ETF 0.3 4 66 5.9 +1.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.3 15 55 4.3 -0.3
JHMM John Hancock Multifactor Mid Cap ETF 0.2 42 28 6.5 +1.9
JQUA JPMorgan U.S. Quality Factor ETF 0.2 12 58 6.0 +1.4
IJS iShares S&P Small-Cap 600 Value ETF 0.2 18 52 9.4 +4.9
IWS iShares Russell Mid-Cap Value ETF 0.2 23 47 6.5 +2.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.2 12 58 5.1 +0.6
SLYV SPDR S&P 600 Small Cap Value ETF 0.2 15 55 9.5 +4.9
DCOR Dimensional US Core Equity 1 ETF 0.2 14 56 5.8 +1.3
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.2 15 55 9.3 +4.7
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.2 39 31 9.8 +5.3
DFUS Dimensional U.S. Equity ETF 0.2 9 61 5.3 +0.8
FCPI Fidelity Stocks for Inflation ETF 0.2 15 55 7.8 +3.2
JSML Janus Henderson Small Cap Growth Alpha ETF 0.2 30 40 8.6 +4.1
KXI iShares Global Consumer Staples ETF 0.2 41 29 5.4 +0.9
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.2 20 50 5.3 +0.7
IJJ iShares S&P Mid-Cap 400 Value ETF 0.2 18 52 8.6 +4.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.2 7 63 5.2 +0.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.2 9 61 6.1 +1.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.2 18 52 7.2 +2.7
EZM WisdomTree U.S. MidCap Fund 0.2 38 32 9.3 +4.8
IWL iShares Russell Top 200 ETF 0.2 15 55 5.1 +0.5
MDYV SPDR S&P 400 Mid Cap Value ETF 0.2 15 55 8.7 +4.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.2 15 55 8.7 +4.1
IWV iShares Russell 3000 ETF 0.2 20 50 5.0 +0.5
VTHR Vanguard Russell 3000 ETF 0.2 10 60 5.2 +0.6
DFAC Dimensional U.S. Core Equity 2 ETF 0.2 17 53 6.0 +1.5
IWB iShares Russell 1000 ETF 0.2 15 55 5.2 +0.7
VONE Vanguard Russell 1000 ETF 0.2 8 62 5.3 +0.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.2 24 46 7.6 +3.1
MODL VictoryShares WestEnd U.S. Sector ETF 0.2 42 28 5.0 +0.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.2 15 55 7.3 +2.8
RVRB Reverb ETF 0.2 30 40 3.7 -0.8
RSP Invesco S&P 500 Equal Weight ETF 0.2 20 50 6.3 +1.8
XJH iShares ESG Screened S&P Mid-Cap ETF 0.2 12 58 7.0 +2.5
EQAL Invesco Russell 1000 Equal Weight ETF 0.2 20 50 6.6 +2.0
IOO iShares Global 100 ETF 0.2 41 29 5.4 +0.8
ACWV iShares MSCI Global Min Vol Factor ETF 0.2 20 50 5.9 +1.3
VBR Vanguard Small Cap Value ETF 0.2 7 63 8.5 +4.0
ANEW ProShares MSCI Transformational Changes ETF 0.2 45 25 7.0 +2.5
DFAU Dimensional US Core Equity Market ETF 0.2 12 58 5.5 +1.0
ISCB iShares Morningstar Small-Cap ETF 0.2 4 66 5.6 +1.1
SCHD Schwab US Dividend Equity ETF 0.2 6 64 9.4 +4.9
EUSA iShares MSCI USA Equal Weighted ETF 0.2 9 61 6.0 +1.4
FEX First Trust Large Cap Core AlphaDEX Fund 0.2 59 11 6.5 +2.0
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.2 30 40 7.9 +3.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.2 11 59 5.2 +0.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.2 9 61 4.0 -0.5
IJH iShares Core S&P Mid-Cap ETF 0.2 5 65 7.4 +2.8
MDY SPDR S&P Midcap 400 ETF Trust 0.2 24 46 7.2 +2.7
TINT ProShares Smart Materials ETF 0.2 58 12 3.1 -1.4
VO Vanguard Mid-Cap ETF 0.2 4 66 5.6 +1.1
FAB First Trust Multi Cap Value AlphaDEX Fund 0.2 67 3 10.1 +5.6
IWR iShares Russell Midcap ETF 0.2 19 51 5.8 +1.2
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.2 3 67 7.4 +2.9
PICK iShares MSCI Global Metals & Mining Producers ETF 0.2 39 31 14.1 +9.6
IVOO Vanguard S&P Mid-Cap 400 ETF 0.2 10 60 7.3 +2.8
SIZE iShares MSCI USA Size Factor ETF 0.2 15 55 5.8 +1.3
XLK Technology Select Sector SPDR Fund 0.2 8 62 5.3 +0.7
CFA VictoryShares US 500 Volatility Wtd ETF 0.2 35 35 6.1 +1.5
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.2 40 30 6.0 +1.5
FTEC Fidelity MSCI Information Technology Index ETF 0.2 8 62 4.7 +0.2
SHUS Syntax Stratified U.S. Total Market Hedged ETF 0.2 65 5 5.4 +0.8
SSPY Syntax Stratified LargeCap ETF 0.2 30 40 6.6 +2.0
JHML John Hancock Multifactor Large Cap ETF 0.2 29 41 5.6 +1.1
FYC First Trust Small Cap Growth AlphaDEX Fund 0.2 71 -1 1.1 -3.5
VTWG Vanguard Russell 2000 Growth ETF 0.2 15 55 1.5 -3.0
IWO iShares Russell 2000 Growth ETF 0.2 24 46 1.5 -3.1
IMCG iShares Morningstar Mid-Cap Growth ETF 0.2 6 64 4.1 -0.4
VGT Vanguard Information Technology ETF 0.2 10 60 4.7 +0.2
NUSC Nuveen ESG Small-Cap ETF 0.2 31 39 5.3 +0.8
DFVX Dimensional US Large Cap Vector ETF 0.2 22 48 6.6 +2.0
IFGL iShares International Developed Real Estate ETF 0.2 48 22 6.3 +1.7
STRV Strive 500 ETF 0.2 5 65 5.2 +0.6
BKLC BNY Mellon US Large Cap Core Equity ETF 0.2 0 70 5.3 +0.7
FSMD Fidelity Small-Mid Multifactor ETF 0.2 15 55 7.0 +2.5
FNDA Schwab Fundamental US Small Co. Index ETF 0.1 25 45 6.6 +2.0
VNQI Vanguard Global ex-U.S. Real Estate ETF 0.1 12 58 7.7 +3.2
IMCB iShares Morningstar Mid-Cap ETF 0.1 4 66 6.0 +1.5
EEMO Invesco S&P Emerging Markets Momentum ETF 0.1 29 41 6.2 +1.7
IJK iShares S&P Mid-Cap 400 Growth ETF 0.1 17 53 6.0 +1.5
VALQ American Century U.S. Quality Value ETF 0.1 29 41 7.6 +3.1
SHE SPDR MSCI USA Gender Diversity ETF 0.1 20 50 5.2 +0.7
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.1 15 55 6.0 +1.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.1 15 55 6.0 +1.5
IYW iShares U.S. Technology ETF 0.1 40 30 4.6 +0.1
VXF Vanguard Extended Market ETF 0.1 6 64 4.5 -0.0
DURA VanEck Durable High Dividend ETF 0.1 29 41 8.5 +3.9
PRF Invesco FTSE RAFI US 1000 ETF 0.1 39 31 7.0 +2.4
APIE ActivePassive International Equity ETF 0.1 45 25 7.7 +3.1
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.1 59 11 13.7 +9.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.1 7 63 6.2 +1.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.1 30 40 7.0 +2.4
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.1 8 62 4.9 +0.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.1 29 41 6.4 +1.9
VCR Vanguard Consumer Discretionary ETF 0.1 10 60 4.9 +0.4
IMCV iShares Morningstar Mid-Cap Value ETF 0.1 6 64 7.9 +3.4
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.1 15 55 7.3 +2.8
XJR iShares ESG Screened S&P Small-Cap ETF 0.1 12 58 6.6 +2.0
SMOG VanEck Low Carbon Energy ETF 0.1 61 9 1.5 -3.0
RNRG Global X Renewable Energy Producers ETF 0.1 66 4 6.1 +1.6
FDL First Trust Morningstar Dividend Leaders Index Fund 0.1 45 25 9.2 +4.7
PTL Inspire 500 ETF 0.1 9 61 5.4 +0.9
IGM iShares Expanded Tech Sector ETF 0.1 41 29 4.6 +0.1
IBAT iShares Energy Storage & Materials ETF 0.1 47 23 5.3 +0.8
IJR iShares Core S&P Small Cap ETF 0.1 6 64 7.3 +2.8
SCHM Schwab U.S. Mid-Cap ETF 0.1 4 66 6.7 +2.2
VYM Vanguard High Dividend Yield Index ETF 0.1 6 64 7.3 +2.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.1 25 45 5.9 +1.4
AVUS Avantis U.S. Equity ETF 0.1 15 55 6.3 +1.8
DGRW WisdomTree US Quality Dividend Growth Fund 0.1 28 42 5.7 +1.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.1 9 61 5.6 +1.0
AVSU Avantis Responsible U.S. Equity ETF 0.1 15 55 6.4 +1.9
FLGR Franklin FTSE Germany ETF 0.1 9 61 6.8 +2.3
GVLU Gotham 1000 Value ETF 0.1 50 20 9.1 +4.5
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.1 3 67 7.4 +2.8
VIOO Vanguard S&P Small-Cap 600 ETF 0.1 10 60 7.2 +2.7
VB Vanguard Small-Cap ETF 0.1 5 65 5.7 +1.2
QUS SPDR MSCI USA StrategicFactors ETF 0.1 15 55 5.8 +1.3
VLU SPDR S&P 1500 Value Tilt ETF 0.1 12 58 7.2 +2.6
QQQ Invesco QQQ Trust Series I 0.1 20 50 4.6 +0.0
RWK Invesco S&P MidCap 400 Revenue ETF 0.1 39 31 10.2 +5.6
QQQM Invesco NASDAQ 100 ETF 0.1 15 55 4.6 +0.1
IXN iShares Global Tech ETF 0.1 41 29 4.5 -0.0
EVUS iShares ESG Aware MSCI USA Value ETF 0.1 18 52 6.0 +1.5
GSPY Gotham Enhanced 500 ETF 0.1 50 20 5.5 +1.0
INQQ India Internet & Ecommerce ETF 0.1 86 -16 1.1 -3.4
PKW Invesco Buyback Achievers ETF 0.1 62 8 8.0 +3.4
ERET iShares Environmentally Aware Real Estate ETF 0.1 30 40 3.1 -1.5
VFH Vanguard Financials ETF 0.1 10 60 6.6 +2.1
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 5 8.1 +3.5
IYF iShares U.S. Financials ETF 0.1 40 30 6.6 +2.1
AFLG First Trust Active Factor Large Cap ETF 0.1 55 15 6.2 +1.7
IYG iShares US Financial Services ETF 0.1 40 30 6.2 +1.6
DFUV Dimensional US Marketwide Value ETF 0.1 22 48 8.1 +3.6
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.1 70 0 7.8 +3.3
GVUS Marketbeta Russell 1000 Value Equity ETF 0.1 12 58 6.5 +2.0
IWD iShares Russell 1000 Value ETF 0.1 19 51 6.5 +1.9
FNCL Fidelity MSCI Financials Index ETF 0.1 8 62 6.6 +2.0
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.1 35 35 6.9 +2.3
VONV Vanguard Russell 1000 Value ETF 0.1 8 62 6.6 +2.1
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.1 49 21 12.7 +8.1
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 0.1 60 10 1.9 -2.7
IWC iShares Micro-Cap ETF 0.1 60 10 -1.1 -5.6
USXF iShares ESG Advanced MSCI USA ETF 0.1 10 60 4.9 +0.4
XCNY SPDR S&P Emerging Markets ex-China ETF 0.1 15 55 0.0 -4.5
DUHP Dimensional US High Profitability ETF 0.1 21 49 6.6 +2.0
IUS Invesco RAFI Strategic US ETF 0.1 19 51 7.1 +2.5
ISCG iShares Morningstar Small-Cap Growth ETF 0.1 6 64 2.7 -1.8
BEDZ AdvisorShares Hotel ETF 0.1 100 -30 2.5 -2.0
ISMD Inspire Small/Mid Cap ETF 0.1 54 16 4.7 +0.2
FINE Themes European Luxury ETF 0.1 35 35 0.5 -4.1
EPS WisdomTree U.S. LargeCap Fund 0.1 8 62 6.1 +1.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.1 32 38 5.2 +0.7
BLOK Amplify Transformational Data Sharing ETF 0.1 75 -5 0.4 -4.2
FNDB Schwab Fundamental US Broad Market Index ETF 0.1 25 45 7.3 +2.7
VEGN US Vegan Climate ETF 0.1 60 10 4.6 +0.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.1 29 41 4.8 +0.3
VTV Vanguard Value ETF 0.1 4 66 6.9 +2.4
FNDX Schwab Fundamental US Large Co. Index ETF 0.1 25 45 7.4 +2.9
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 66 6.8 +2.3
IEDI iShares U.S. Consumer Focused ETF 0.1 18 52 5.3 +0.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.1 29 41 7.4 +2.9
PBJ Invesco Food & Beverage ETF 0.1 57 13 4.9 +0.4
EIRL iShares MSCI Ireland ETF 0.1 50 20 8.5 +4.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.1 9 61 5.0 +0.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.1 10 60 5.3 +0.8
FHLC Fidelity MSCI Health Care Index ETF 0.1 8 62 5.9 +1.4
DSI iShares MSCI KLD 400 Social ETF 0.1 25 45 5.2 +0.7
SUSL iShares ESG MSCI USA Leaders ETF 0.1 10 60 5.3 +0.8
MGMT Ballast Small/Mid Cap ETF 0.1 110 -40 8.6 +4.1
DEEP Roundhill Acquirers Deep Value ETF 0.1 80 -10 19.9 +15.3
STXV Strive 1000 Value ETF 0.1 18 52 7.5 +2.9
VHT Vanguard Health Care ETF 0.1 10 60 5.7 +1.2
VSLU Applied Finance Valuation Large Cap ETF 0.1 49 21 5.9 +1.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.1 7 63 5.2 +0.7
APUE ActivePassive U.S. Equity ETF 0.0 45 25 4.9 +0.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.0 8 62 5.3 +0.7
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.0 12 58 4.5 -0.0
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.0 3 67 5.5 +0.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.0 3 67 5.2 +0.7
IUSG iShares Core S&P U.S. Growth ETF 0.0 4 66 4.7 +0.2
SCHB Schwab U.S. Broad Market ETF 0.0 3 67 5.3 +0.8
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.0 15 55 5.1 +0.5
DTD WisdomTree U.S. Total Dividend Fund 0.0 28 42 6.2 +1.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.0 75 -5 3.7 -0.8
SPXN ProShares S&P 500 Ex-Financials ETF 0.0 9 61 5.0 +0.5
SPXV ProShares S&P 500 Ex-Health Care ETF 0.0 9 61 4.4 -0.1
VTI Vanguard Total Stock Market ETF 0.0 3 67 5.2 +0.6
SCHK Schwab 1000 Index ETF 0.0 5 65 5.3 +0.8
IYY iShares Dow Jones U.S. ETF 0.0 20 50 5.1 +0.6
QVML Invesco S&P 500 QVM Multi-factor ETF 0.0 11 59 5.4 +0.8
IUSV iShares Core S&P US Value ETF 0.0 4 66 6.5 +2.0
ILCG iShares Morningstar Growth ETF 0.0 4 66 4.1 -0.4
IVW iShares S&P 500 Growth ETF 0.0 18 52 4.5 -0.0
SPYG SPDR Portfolio S&P 500 Growth ETF 0.0 4 66 4.7 +0.1
VOOG Vanguard S&P 500 Growth ETF 0.0 10 60 4.6 +0.1
XVV iShares ESG Screened S&P 500 ETF 0.0 8 62 5.1 +0.6
INRO iShares U.S. Industry Rotation Active ETF 0.0 42 28 4.1 -0.4
PBUS Invesco MSCI USA ETF 0.0 4 66 5.2 +0.7
ILCB iShares Morningstar U.S. Equity ETF 0.0 3 67 5.2 +0.7
IVV iShares Core S&P 500 ETF 0.0 3 67 5.3 +0.8
SPLG SPDR Portfolio S&P 500 ETF 0.0 2 68 5.3 +0.8
SPY SPDR S&P 500 ETF Trust 0.0 9 61 5.2 +0.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.0 20 50 5.0 +0.5
VOO Vanguard S&P 500 ETF 0.0 3 67 5.3 +0.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.0 2 68 5.3 +0.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.0 20 50 5.3 +0.8
SPXE ProShares S&P 500 Ex-Energy ETF 0.0 9 61 4.7 +0.2
VOTE TCW Transform 500 ETF 0.0 5 65 5.2 +0.7
CATH Global X S&P 500 Catholic Values Custom ETF 0.0 29 41 5.1 +0.6
VV Vanguard Large-Cap ETF 0.0 4 66 5.2 +0.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.0 19 51 6.5 +2.0
SCHX Schwab U.S. Large-Cap ETF 0.0 3 67 5.3 +0.8
ILCV iShares Morningstar Value ETF 0.0 4 66 6.7 +2.1
IVE iShares S&P 500 Value ETF 0.0 18 52 6.2 +1.7
SPYV SPDR Portfolio S&P 500 Value ETF 0.0 4 66 6.4 +1.8
VOOV Vanguard S&P 500 Value ETF 0.0 10 60 6.3 +1.8
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 63 10.9 +6.4
SFY SoFi Select 500 ETF 0.0 0 70 4.8 +0.3
RWL Invesco S&P 500 Revenue ETF 0.0 39 31 7.0 +2.5
SCHE Schwab Emerging Markets Equity ETF 0.0 11 59 11.6 +7.0
VWO Vanguard FTSE Emerging Markets ETF 0.0 8 62 10.9 +6.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.0 30 40 5.0 +0.5
HKND Humankind US Stock ETF 0.0 11 59 7.5 +2.9
AVEM Avantis Emerging Markets Equity ETF 0.0 33 37 9.7 +5.1
AVES Avantis Emerging Markets Value ETF 0.0 36 34 12.2 +7.7
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 61 10.9 +6.4
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 0.0 60 10 13.3 +8.7
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.0 32 38 9.6 +5.1

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 15.6 %
Divided by: Fwd. P/BV 3.0 x
Less: Expense ratio 70 bp
Equals: ALTAR Score 4.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.56 CATEGORY
AVERAGE		 1.60
 
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.