Fidelity Small-Mid Factor ETF
ALTAR
Score™
6.4% info Recommen-
dation
OVERWEIGHT
2021E    2022E
P/E
ratio
14.1x P/Sales
ratio
1.4x
P/BV
ratio
2.2x Div.
yield
1.7%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
Fidelity Small-Mid Factor ETF is an exchange-traded fund incorporated in the USA. The fund seeks to track the performance of the Fidelity Small-Mid Factor Index.

FUND BASICS
Category US Equities
Fund Sponsor Fidelity
Website www.fidelity.com
Inception date Feb 26, 2019
Assets (mns) $60
Currency USD
Expense ratio 29 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 599
Wgt avg mkt cap (mns) $7,127
Large cap (>$10bn) 24.6%
Mid cap ($2-10bn) 60.4%
Small cap (<$2bn) 14.9%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
DEVON ENERGY CORPORATION 0.5 %
MOLINA HEALTHCARE INC 0.4 %
BATH & BODY WORKS, INC. 0.4 %
QUANTA SERVICES INC 0.3 %
MARATHON OIL CORP 0.3 %
TEXTRON INC 0.3 %
BROWN & BROWN INC 0.3 %
LKQ CORP 0.3 %
TARGA RESOURCES CORP 0.3 %
VAIL RESORTS INC 0.3 %
Total 3.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 94.7 %
BRITAIN 1.5 %
BERMUDA 1.2 %
IRELAND 0.9 %
PUERTO RICO 0.7 %
CANADA 0.3 %
CAYMAN ISLANDS 0.3 %




HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
21.5% 42.6% -- -- 16.8%

Market Correlations
versus... Beta R-squared
S&P500 1.17 88%
MSCI EAFE 1.11 85%
MSCI Emg. Mkts. 0.90 72%

Technical Indicators
Recent close $35.03
30d moving avg. $34.05
Annualized volatility 22.5%
Short interest (ETF) 0.7%
Short interest (Underlying) 4.3%
Relative strength (RSI) 54

Liquidity measures
Avg. volume (thou.) 18
Turnover 1.1%
Bid/Ask (% of price) 0.27%
ADV underlying (mns) $31,727

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 953 potential alternatives to the Fidelity Small-Mid Factor ETF ETF based on the alternatives' overlap in portfolio holdings with FSMD. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: FSMD Expense: 29 bp ALTAR Score™: 6.4%


ALTERNATIVE ETFs BASED ON OVERLAP WITH FSMD
Ticker Fund
Name
Overlap1
vs FSMD
(%)
Expense
ratio
(bp)
Savings
vs FSMD
(bp)
ALTAR
Score™
(%)
ALTAR
vs FSMD
(%)
SCHM Schwab U.S. Mid-Cap ETF 47.4 4 25 5.1 -1.3
VBR Vanguard Small Cap Value Index Fund 44.4 7 22 6.5 +0.1
FNX First Trust Mid Cap Core AlphaDEX Fund 43.9 60 -31 5.7 -0.7
VB Vanguard Small-Cap ETF 43.6 5 24 4.6 -1.8
PBSM Invesco PureBeta MSCI USA Small Cap ETF 41.3 6 23 4.2 -2.2
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 41.1 17 12 4.1 -2.3
IVOO Vanguard S&P Mid-Cap 400 ETF 41.0 10 19 5.7 -0.7
MDY SPDR S&P Midcap 400 ETF Trust 40.9 23 6 5.5 -0.9
SPMD SPDR Portfolio Mid Cap ETF 40.9 5 24 5.6 -0.7
IJH iShares Core S&P Mid-Cap ETF 40.7 5 24 5.6 -0.8
RNMC Mid Cap US Equity Select ETF 40.6 60 -31 6.3 -0.1
EWMC Invesco S&P MidCap 400 Equal Weight ETF 40.3 40 -11 5.6 -0.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 39.5 15 14 6.0 -0.4
XJH iShares ESG Screened S&P Mid-Cap ETF 38.7 12 17 5.7 -0.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 38.2 7 22 3.7 -2.7
DFAS Dimensional U.S. Small Cap ETF 37.6 34 -5 5.0 -1.3
SFYX Sofi Next 500 ETF 37.5 0 29 4.7 -1.7
BKSE BNY Mellon US Small Cap Core Equity ETF 37.3 4 25 4.0 -2.3
PSM Principal U.S. Small-MidCap Multi-Factor Core Index ETF 37.2 20 9 0.0 -6.4
ISMD Inspire Small/Mid Cap Impact ETF 37.0 57 -28 4.7 -1.7
SCHA Schwab U.S. Small-Cap ETF 35.9 4 25 3.9 -2.5
DFAT Dimensional U.S. Targeted Value ETF 35.1 34 -5 6.3 -0.1
EZM WisdomTree U.S. MidCap Earnings Fund 34.6 38 -9 7.6 +1.2
DON WisdomTree U.S. MidCap Dividend Fund 34.2 38 -9 6.6 +0.2
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 34.2 24 5 6.0 -0.3
ISCB iShares Morningstar Small-Cap ETF 33.9 4 25 3.0 -3.4
SMDY Syntax Stratified MidCap ETF 33.9 35 -6 5.2 -1.1
SMMD iShares Russell 2500 ETF 33.6 15 14 4.9 -1.5
IUSS Invesco Strategic US Small Company ETF 33.5 23 6 4.6 -1.8
ISCV iShares Morningstar Small Cap Value ETF 33.2 6 23 5.6 -0.8
FNDA Schwab Fundamental U.S. Small Co. Index ETF 32.5 25 4 5.3 -1.1
MDYV SPDR S&P 400 Mid Cap Value ETF 31.9 15 14 6.6 +0.3
JHMM John Hancock Multifactor Mid Cap ETF 31.7 42 -13 4.9 -1.5
IJJ iShares S&P Mid-Cap 400 Value ETF 31.7 18 11 6.6 +0.2
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 31.7 29 0 6.2 -0.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 31.6 15 14 6.7 +0.3
JHSC John Hancock Multifactor Small Cap ETF 31.4 42 -13 5.0 -1.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 31.1 20 9 4.5 -1.9
AFMC First Trust Active Factor Mid Cap ETF 31.0 65 -36 6.5 +0.2
RWK Invesco S&P MidCap 400 Revenue ETF 31.0 39 -10 6.7 +0.4
VFQY Vanguard U.S. Quality Factor ETF 30.9 13 16 5.3 -1.1
VXF Vanguard Extended Market Index Fund 30.4 6 23 2.5 -3.9
ONEO SPDR Russell 1000 Momentum Focus ETF 29.9 20 9 6.4 +0.1
VFMF Vanguard U.S. Multifactor ETF 29.6 19 10 7.1 +0.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 29.0 29 0 6.9 +0.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 29.0 15 14 6.1 -0.3
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 28.4 30 -1 6.6 +0.2
FNK First Trust Mid Cap Value AlphaDEX Fund 28.4 70 -41 7.9 +1.5
VFVA Vanguard U.S. Value Factor ETF 28.4 14 15 8.3 +1.9
VTWO Vanguard Russell 2000 Index Fund 28.4 10 19 2.3 -4.1
IWM iShares Russell 2000 ETF 28.0 19 10 2.1 -4.3
FAB First Trust Multi Cap Value AlphaDEX Fund 27.5 70 -41 7.6 +1.3
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 27.2 17 12 6.3 -0.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 26.9 24 5 5.9 -0.5
ONEV SPDR Russell 1000 Low Volatility Focus ETF 26.7 20 9 6.1 -0.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 26.2 39 -10 3.9 -2.4
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 26.1 29 0 5.2 -1.1
VBK Vanguard Small-Cap Growth Index Fund 26.1 7 22 1.9 -4.5
NUSC Nuveen ESG Small-Cap ETF 25.5 40 -11 3.9 -2.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 25.2 9 20 3.3 -3.1
VFMO Vanguard U.S. Momentum Factor ETF 24.7 13 16 3.5 -2.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 24.5 15 14 4.5 -1.9
TUSA First Trust Total US Market AlphaDEX ETF 24.4 70 -41 5.6 -0.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 24.4 80 -51 5.3 -1.1
MDYG SPDR S&P 400 Mid Cap Growth ETF 24.2 15 14 4.4 -2.0
BFOR Barron's 400 ETF 24.1 70 -41 6.3 -0.1
PQSV PGIM QMA Strategic Alpha Small-Cap Value ETF 24.1 29 0 1.6 -4.8
IJK iShares S&P Mid-Cap 400 Growth ETF 24.0 17 12 4.4 -2.0
ISCG iShares Morningstar Small-Cap Growth ETF 23.8 6 23 0.3 -6.0
IWS iShares Russell Mid-Cap Value ETF 23.5 24 5 5.6 -0.8
AVUV Avantis U.S. Small Cap Value ETF 23.2 25 4 6.6 +0.3
ONEY SPDR Russell 1000 Yield Focus ETF 23.1 20 9 7.5 +1.1
PSC Principal U.S. Small Cap Index ETF 23.1 38 -9 5.2 -1.2
EQAL Invesco Russell 1000 Equal Weight ETF 22.6 20 9 5.2 -1.2
CSML IQ Chaikin U.S. Small Cap ETF 22.6 35 -6 2.5 -3.9
IMCV iShares Morningstar Mid-Cap Value ETF 22.5 6 23 6.3 -0.1
VTWV Vanguard Russell 2000 Value Index Fund 22.4 15 14 4.0 -2.4
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 22.2 12 17 5.6 -0.8
IWN iShares Russell 2000 Value ETF 22.2 24 5 3.7 -2.7
JVAL JPMorgan U.S. Value Factor ETF 21.6 12 17 7.2 +0.8
AFSM First Trust Active Factor Small Cap ETF 21.5 77 -48 5.6 -0.7
VUSE Vident Core US Equity Fund 21.0 48 -19 7.4 +1.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 20.9 63 -34 2.3 -4.1
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 20.9 40 -11 5.5 -0.9
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 20.6 35 -6 5.3 -1.1
PQSG PGIM QMA Strategic Alpha Small-Cap Growth ETF 20.4 29 0 2.3 -4.1
SPSM SPDR Portfolio S&P 600 Small Cap ETF 20.2 5 24 6.0 -0.4
IJR iShares Core S&P Small Cap ETF 20.2 6 23 6.0 -0.4
SLY SPDR S&P 600 Small Cap ETF 20.2 15 14 5.9 -0.5
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 20.1 15 14 6.2 -0.2
VIOO Vanguard S&P Small-Cap 600 ETF 19.9 10 19 6.0 -0.4
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 19.8 20 9 3.7 -2.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 19.7 70 -41 2.0 -4.4
VFLQ Vanguard U.S. Liquidity Factor ETF 19.6 13 16 2.9 -3.5
FYX First Trust Small Cap Core AlphaDEX Fund 19.3 63 -34 5.9 -0.5
XJR iShares ESG Screened S&P Small-Cap ETF 19.0 12 17 5.9 -0.5
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 18.8 35 -6 5.0 -1.4
IWR iShares Russell Midcap ETF 18.8 19 10 4.5 -1.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 18.7 39 -10 4.7 -1.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 18.4 4 25 4.6 -1.8
IMCB iShares Morningstar Mid-Cap ETF 18.2 4 25 4.6 -1.8
VALQ American Century STOXX U.S. Quality Value ETF 18.0 29 0 7.7 +1.4
VTWG Vanguard Russell 2000 Growth Index Fund 18.0 15 14 0.4 -6.0
IWO iShares Russell 2000 Growth ETF 17.8 24 5 0.2 -6.2
TPLC Timothy Plan US Large Cap Core ETF 17.6 52 -23 4.7 -1.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 17.3 18 11 6.1 -0.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 17.3 30 -1 5.6 -0.7
RNSC Small Cap US Equity Select ETF 17.3 60 -31 6.3 -0.1
SSLY Syntax Stratified SmallCap ETF 17.3 40 -11 5.2 -1.2
TPSC Timothy Plan US Small Cap Core ETF 17.2 52 -23 6.1 -0.3
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 17.2 30 -1 5.3 -1.1
EES WisdomTree SmallCap Earnings Fund 16.8 38 -9 7.9 +1.5
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 16.5 35 -6 6.5 +0.1
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 16.5 35 -6 6.4 +0.1
DFAC Dimensional U.S. Core Equity 2 ETF 16.4 19 10 5.1 -1.2
USMF WisdomTree U.S. Multifactor Fund 16.3 28 1 6.9 +0.5
ROSC Hartford Multifactor Small Cap ETF 15.8 34 -5 7.6 +1.2
RWJ Invesco S&P SmallCap 600 Revenue ETF 15.6 39 -10 6.2 -0.2
SMLE Xtrackers S&P SmallCap 600 ESG ETF 15.6 15 14 6.1 -0.3
SIXL 6 Meridian Low Beta Equity Strategy ETF 15.5 88 -59 4.9 -1.5
OUSM O'Shares FTSE Russell Small Cap Quality Dividend ETF 15.4 48 -19 6.2 -0.2
FSMO Fidelity Small-Mid Cap Opportunities ETF 15.4 64 -35 5.4 -1.0
RVRS Reverse Cap Weighted U.S. Large Cap ETF 15.4 29 0 5.4 -1.0
YPS Arrow Reverse Cap 500 ETF 15.0 29 0 5.4 -1.0
SLYV SPDR S&P 600 Small Cap Value ETF 15.0 15 14 6.8 +0.4
IJS iShares S&P Small-cap 600 Value ETF 15.0 18 11 6.8 +0.4
VIOV Vanguard S&P Small-Cap 600 Value ETF 14.9 15 14 6.8 +0.4
REVS Columbia Research Enhanced Value ETF 14.8 19 10 6.8 +0.4
ROUS Hartford Multifactor US Equity ETF 14.6 19 10 6.2 -0.2
AVUS Avantis U.S. Equity ETF 14.4 15 14 5.2 -1.2
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 14.4 25 4 4.9 -1.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 14.3 30 -1 5.4 -1.0
DES WisdomTree U.S. SmallCap Dividend Fund 13.9 38 -9 6.7 +0.3
IMCG iShares Morningstar Mid-Cap Growth ETF 13.9 6 23 3.0 -3.4
SQLV Legg Mason Small-Cap Quality Value 13.1 62 -33 6.8 +0.4
JDIV JPMorgan U.S. Dividend ETF 13.0 12 17 7.1 +0.7
RESP WisdomTree US ESG Fund of Benef Interest 12.9 28 1 5.7 -0.7
EUSA iShares MSCI USA Equal Weighted ETF 12.8 15 14 4.9 -1.5
FIDU Fidelity MSCI Industrials Index ETF 12.7 8 21 5.1 -1.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 12.7 60 -31 4.1 -2.3
XMMO Invesco S&P MidCap Momentum ETF 12.6 34 -5 6.3 -0.1
VIS Vanguard Industrials Index Fund 12.6 10 19 4.7 -1.7
IJT iShares S&P Small-Cap 600 Growth ETF 12.6 18 11 5.1 -1.3
SLYG SPDR S&P 600 Small Cap Growth ETF 12.6 15 14 5.1 -1.3
SIZE iShares MSCI USA Size Factor ETF 12.4 15 14 4.7 -1.7
VIOG Vanguard S&P Small-Cap 600 Growth ETF 12.4 16 13 5.0 -1.4
ETHO Etho Climate Leadership U.S. ETF 12.3 48 -19 3.8 -2.6
CFA VictoryShares US 500 Volatility Weighted Index ETF 12.3 35 -6 5.3 -1.1
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 12.3 35 -6 5.3 -1.1
STLV iShares Factors US Value Style ETF 12.1 25 4 7.7 +1.3
COWZ Pacer US Cash Cows 100 ETF 12.1 49 -20 8.4 +2.0
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 12.1 60 -31 7.1 +0.8
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 12.1 64 -35 6.1 -0.3
JMOM JPMorgan U.S. Momentum Factor ETF 12.0 12 17 3.9 -2.5
HLGE Hartford Longevity Economy ETF 11.8 44 -15 6.5 +0.2
RSP Invesco S&P 500 Equal Weight ETF 11.6 20 9 5.3 -1.1
JHMI John Hancock Multifactor Industrials ETF 11.6 40 -11 5.2 -1.2
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 11.2 20 9 7.4 +1.0
RFV Invesco S&P Midcap 400 Pure Value ETF 11.2 35 -6 9.2 +2.8
FYT First Trust Small Cap Value AlphaDEX Fund 11.0 72 -43 8.0 +1.6
XMVM Invesco S&P MidCap Value with Momentum ETF 10.8 39 -10 8.8 +2.5
JQUA JPMorgan U.S. Quality Factor ETF 10.7 12 17 5.2 -1.2
IEFN iShares Evolved U.S. Financials ETF 10.6 18 11 7.1 +0.7
FNDB Schwab Fundamental U.S. Broad Market Index ETF 10.5 25 4 5.8 -0.6
AUSF Global X Adaptive U.S. Factor ETF 10.5 27 2 7.6 +1.2
LRGF iShares Edge MSCI Multifactor USA ETF 10.4 20 9 6.6 +0.2
QSY WisdomTree U.S. LargeCap Value Fund 10.4 38 -9 6.8 +0.4
IWP iShares Russell Mid-Cap Growth ETF 10.3 24 5 2.6 -3.8
XMHQ Invesco S&P MidCap Quality ETF 9.9 25 4 6.0 -0.3
VOE Vanguard Mid-Cap Value Index Fund 9.8 7 22 6.0 -0.4
PY Principal Shareholder Yield Index ETF 9.8 15 14 8.4 +2.0
JSTC Adasina Social Justice All Cap Global ETF 9.7 89 -60 4.4 -2.0
DHS WisdomTree U.S. High Dividend Fund 9.7 38 -9 8.0 +1.6
FDIS Fidelity MSCI Consumer Discretionary Index ETF 9.7 8 21 3.7 -2.7
IYJ iShares U.S. Industrials ETF 9.7 42 -13 4.8 -1.6
SVAL iShares US Small Cap Value Factor ETF 9.7 20 9 8.0 +1.6
LSAF LeaderShares AlphaFactor US Core Equity ETF 9.6 75 -46 6.0 -0.3
VLU SPDR S&P 1500 Value Tilt ETF 9.6 12 17 6.3 -0.1
XMLV Invesco S&P MidCap Low Volatility ETF 9.6 25 4 5.2 -1.2
PRF Invesco FTSE RAFI US 1000 ETF 9.6 39 -10 5.9 -0.5
VCR Vanguard Consumer Discretionary Index Fund 9.4 10 19 3.7 -2.7
MIDF iShares Edge MSCI Multifactor USA Mid-Cap ETF 9.3 25 4 7.0 +0.6
FYC First Trust Small Cap Growth AlphaDEX Fund 9.2 71 -42 2.1 -4.3
SYLD Cambria Shareholder Yield ETF 9.1 59 -30 8.1 +1.7
VAMO Cambria Value & Momentum ETF 8.9 63 -34 5.8 -0.6
DFAU Dimensional US Core Equity Market ETF 8.8 12 17 4.9 -1.5
RYJ Invesco Raymond James SB-1 Equity ETF 8.7 76 -47 3.0 -3.4
VFH Vanguard Financials Index Fund 8.7 10 19 6.7 +0.3
FNCL Fidelity MSCI Financials Index ETF 8.6 8 21 6.7 +0.3
HKND Humankind US Stock ETF 8.6 209 -180 3.9 -2.5
JHMF John Hancock Multifactor Financials ETF 8.6 40 -11 6.2 -0.1
RECS Columbia Research Enhanced Core ETF 8.6 15 14 5.2 -1.2
FREL Fidelity MSCI Real Estate Index ETF 8.6 9 21 5.0 -1.4
KLCD KFA Large Cap Quality Dividend Index ETF 8.6 42 -13 5.1 -1.3
PQLC PGIM QMA Strategic Alpha Large-Cap Core ETF 8.6 17 12 6.3 -0.1
FXO First Trust Financials AlphaDEX Fund 8.5 62 -33 8.0 +1.6
VNQ Vanguard REIT Index Fund 8.5 12 17 5.1 -1.3
VONV Vanguard Russell 1000 Value Index Fund 8.4 8 21 6.1 -0.3
AFLG First Trust Active Factor Large Cap ETF 8.4 55 -26 5.4 -1.0
IWD iShares Russell 1000 Value ETF 8.3 19 10 6.0 -0.4
FNDX Schwab Fundamental U.S. Large Co. Index ETF 8.3 25 4 5.8 -0.6
RFG Invesco S&P Midcap 400 Pure Growth ETF 8.2 35 -6 4.1 -2.3
NVQ QRAFT AI-Enhanced US Next Value ETF 8.2 75 -46 8.6 +2.2
IFRA iShares U.S. Infrastructure ETF 8.2 40 -11 3.6 -2.8
JMIN JPMorgan U.S. Minimum Volatility ETF 8.1 12 17 5.5 -0.9
DTD WisdomTree U.S.Total Dividend Fund 8.1 28 1 6.3 -0.1
USRT iShares Core U.S. REIT ETF 8.0 8 21 5.3 -1.1
SCHH Schwab U.S. REIT ETF 8.0 7 22 5.0 -1.4
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 7.9 38 -9 7.4 +1.0
MMTM SPDR S&P 1500 Momentum Tilt ETF 7.9 12 17 4.7 -1.7
FVD First Trust Value Line Dividend Index Fund 7.7 70 -41 5.4 -1.0
FRI First Trust S&P REIT Index Fund 7.6 50 -21 4.7 -1.7
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 7.5 11 18 5.2 -1.2
IYF iShares U.S. Financials ETF 7.5 42 -13 6.1 -0.2
RPV Invesco S&P 500 Pure Value ETF 7.5 35 -6 8.5 +2.1
IUS Invesco Strategic US ETF 7.5 19 10 5.9 -0.5
PWC Invesco Dynamic Market ETF 7.5 58 -29 5.3 -1.1
FCPI Fidelity Stocks for Inflation ETF 7.4 29 0 7.2 +0.8
REET iShares Global REIT ETF 7.4 14 15 5.2 -1.2
CZA Invesco Zacks Mid-Cap ETF 7.3 69 -40 5.4 -1.0
IUSV iShares Core S&P U.S. Value ETF 7.3 4 25 6.2 -0.2
FXD First Trust Consumer Discretionary AlphaDEX Fund 7.3 63 -34 6.4 -0.0
VO Vanguard Mid-Cap Index Fund 7.3 4 25 4.2 -2.1
IYR iShares U.S. Real Estate ETF 7.2 42 -13 4.9 -1.5
QGRO American Century STOXX U.S. Quality Growth ETF 7.2 29 0 3.5 -2.9
HOMZ Hoya Capital Housing ETF 7.2 30 -1 7.0 +0.6
XSLV Invesco S&P SmallCap Low Volatility ETF 7.2 25 4 5.9 -0.5
QDYN FlexShares Quality Dividend Dynamic Index Fund 7.2 37 -8 5.9 -0.5
RWR SPDR Dow Jones REIT ETF 7.1 25 4 5.1 -1.3
IWC iShares Micro-Cap ETF 7.1 60 -31 -8.8 -15.2
FFR First Trust FTSE EPRA/NAREIT Developed Markets Real Estate 7.1 60 -31 5.0 -1.4
RWO SPDR Dow Jones Global Real Estate ETF 7.1 50 -21 4.9 -1.5
JHML John Hancock Multifactor Large Cap ETF 6.9 29 0 4.9 -1.5
OSCV Opus Small Cap Value Plus ETF 6.9 79 -50 3.9 -2.5
PPTY PPTY-U.S. Diversified Real Estate ETF 6.9 49 -20 4.7 -1.7
FLQL Franklin LibertyQ U.S. Equity ETF 6.9 15 14 6.4 +0.0
XSW SPDR S&P Software & Services ETF 6.8 35 -6 3.2 -3.2
FVL First Trust Value Line 100 ETF 6.8 70 -41 0.0 -6.4
VLUE iShares MSCI USA Value Factor ETF 6.7 15 14 9.9 +3.6
ACWF iShares MSCI Global Multifactor ETF 6.7 35 -6 7.7 +1.3
CVY Invesco Zacks Multi-Asset Income ETF 6.7 94 -65 8.3 +1.9
JHMH John Hancock Multifactor Healthcare ETF 6.7 40 -11 5.8 -0.6
ESGV Vanguard ESG U.S. Stock ETF 6.7 12 17 4.6 -1.8
PKW Invesco Buyback Achievers ETF 6.7 62 -33 7.4 +1.0
SCHB Schwab U.S. Broad Market ETF 6.7 3 26 4.5 -1.9
KOMP SPDR Kensho New Economies Composite ETF 6.7 20 9 1.5 -4.8
IWV iShares Russell 3000 ETF 6.6 20 9 4.3 -2.1
VTHR Vanguard Russell 3000 Index Fund 6.6 10 19 4.4 -1.9
VTI Vanguard Total Stock Market Index Fund 6.6 3 26 4.4 -2.0
QDEF FlexShares Quality Dividend Defensive Index Fund 6.6 37 -8 5.9 -0.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 6.6 3 26 4.4 -2.0
QVAL Alpha Architect U.S. Quantitative Value ETF 6.6 49 -20 10.2 +3.8
FTHI First Trust High Income ETF 6.6 85 -56 5.8 -0.6
FTLB First Trust Hedged BuyWrite Income ETF 6.6 85 -56 5.9 -0.5
KRE SPDR S&P Regional Banking ETF 6.5 35 -6 7.0 +0.7
QDF FlexShares Quality Dividend Index Fund 6.5 37 -8 6.0 -0.4
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 6.5 41 -12 5.5 -0.9
XSMO Invesco S&P SmallCap Momentum ETF 6.5 39 -10 4.8 -1.6
SPVM Invesco S&P 500 Value with Momentum ETF 6.4 39 -10 7.3 +0.9
MAGA Point Bridge GOP Stock Tracker ETF 6.4 72 -43 4.7 -1.7
PAVE Global X U.S. Infrastructure Development ETF 6.3 47 -18 5.0 -1.4
TPHD Timothy Plan High Dividend Stock ETF 6.3 52 -23 5.7 -0.7
DYNF BlackRock U.S. Equity Factor Rotation ETF 6.3 30 -1 4.4 -2.0
PSR Invesco Active U.S. Real Estate Fund 6.1 35 -6 4.5 -1.9
LGLV SPDR Russell 1000 Low Volatility ETF 6.1 12 17 4.4 -2.0
SCHV Schwab U.S. Large-Cap Value ETF 6.1 4 25 6.0 -0.4
SXQG 6 Meridian Quality Growth ETF 6.1 100 -71 3.0 -3.4
SPTM SPDR Portfolio Total Stock Market ETF 6.1 3 26 4.9 -1.5
WGRO WisdomTree U.S. Growth & Momentum Fund 6.1 55 -26 4.3 -2.1
DWAS Invesco DWA SmallCap Momentum ETF 6.0 60 -31 0.9 -5.5
JHMC John Hancock Multifactor Consumer Discretionary ETF 6.0 40 -11 3.4 -3.0
DVLU First Trust Dorsey Wright Momentum & Value ETF 6.0 60 -31 9.5 +3.1
VHT Vanguard Health Care Index Fund 6.0 10 19 5.3 -1.1
TTAC TrimTabs US Free Cash Flow Quality ETF 6.0 59 -30 5.2 -1.2
JSML Janus Henderson Small Cap Growth Alpha ETF 5.9 30 -1 5.6 -0.8
FHLC Fidelity MSCI Health Care Index ETF 5.9 8 21 5.2 -1.2
RZV Invesco S&P Smallcap 600 Pure Value ETF 5.8 35 -6 6.8 +0.4
DFUS Dimensional U.S. Equity ETF 5.8 11 18 4.7 -1.7
IEDI iShares Evolved U.S. Discretionary Spending ETF 5.8 18 11 3.8 -2.5
DEW WisdomTree Global High Dividend Fund 5.8 58 -29 8.4 +2.1
FDMO Fidelity Momentum Factor ETF 5.8 29 0 4.4 -2.0
CALF Pacer US Small Cap Cash Cows 100 ETF 5.8 59 -30 8.8 +2.4
DSTL Distillate US Fundamental Stability & Value ETF 5.7 39 -10 7.0 +0.6
FVAL Fidelity Value Factor ETF 5.6 29 0 7.1 +0.8
IEHS iShares Evolved U.S. Healthcare Staples ETF 5.6 18 11 4.9 -1.5
SHE SPDR SSGA Gender Diversity Index ETF 5.6 20 9 4.1 -2.3
RDIV Invesco S&P Ultra Dividend Revenue ETF 5.6 39 -10 9.2 +2.8
SLT Pacer Salt High truBeta US Market ETF 5.6 60 -31 4.5 -1.8
IYY iShares Dow Jones U.S. ETF 5.5 20 9 4.4 -1.9
XSVM Invesco S&P SmallCap Value with Momentum ETF 5.5 39 -10 7.4 +1.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 5.5 15 14 4.7 -1.7
DVY iShares Select Dividend ETF 5.5 39 -10 7.7 +1.3
IYC iShares U.S. Consumer Services ETF 5.5 43 -14 2.9 -3.5
SDY SPDR S&P Dividend ETF 5.5 35 -6 6.0 -0.4
KBE SPDR S&P Bank ETF 5.5 35 -6 7.9 +1.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 5.4 35 -6 5.3 -1.1
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 5.4 112 -83 3.6 -2.7
NUMV Nuveen ESG Mid-Cap Value ETF 5.4 40 -11 6.3 -0.1
VYM Vanguard High Dividend Yield Index ETF 5.4 6 23 6.7 +0.4
FMIL Fidelity New Millennium ETF 5.3 59 -30 4.1 -2.3
FLRG Fidelity U.S. Multifactor ETF 5.3 29 0 6.4 +0.0
SCHK Schwab 1000 Index ETF 5.3 5 24 4.6 -1.8
SPVU Invesco S&P 500 Enhanced Value ETF 5.2 13 16 8.4 +2.0
GBDV Global Beta Smart Income ETF 5.2 29 0 9.1 +2.7
FMAT Fidelity MSCI Materials Index ETF 5.2 8 21 5.8 -0.5
VAW Vanguard Materials Index Fund 5.2 10 19 5.8 -0.6
VONE Vanguard Russell 1000 ETF 5.1 8 21 4.6 -1.7
QMOM Alpha Architect U.S. Quantitative Momentum ETF 5.1 49 -20 3.9 -2.5
FDL First Trust Morningstar Dividend Leaders Index Fund 5.0 45 -16 8.0 +1.6
IWB iShares Russell 1000 ETF 5.0 15 14 4.6 -1.8
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 5.0 21 8 3.1 -3.3
ILCV iShares Morningstar Value ETF 5.0 4 25 6.3 -0.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 4.9 19 10 5.6 -0.8
SCHD Schwab U.S. Dividend Equity ETF 4.9 6 23 7.3 +0.9
IYG iShares US Financial Services ETF 4.9 42 -13 5.7 -0.7
FXH First Trust Health Care AlphaDEX Fund 4.9 61 -32 5.1 -1.3
BLES Inspire Global Hope Large Cap ETF 4.8 52 -23 5.2 -1.2
RFFC RiverFront Dynamic US Flex-Cap ETF 4.8 52 -23 4.6 -1.8
BUL Pacer US Cash Cows Growth ETF 4.8 60 -31 5.2 -1.2
DGRW WisdomTree U.S. Quality Dividend Growth Fund 4.8 28 1 6.3 -0.0
QQQJ Invesco NASDAQ Next Gen 100 ETF 4.7 15 14 2.6 -3.8
XSHQ Invesco S&P SmallCap Quality ETF 4.7 29 0 6.1 -0.3
PFM Invesco Dividend Achievers ETF 4.7 53 -24 5.2 -1.2
PEXL Pacer US Export Leaders ETF 4.7 60 -31 4.0 -2.4
IGE iShares North American Natural Resources ETF 4.6 46 -17 3.8 -2.6
AMER Emles Made in America ETF 4.6 49 -20 7.6 +1.2
WLDR Affinity World Leaders Equity ETF 4.6 67 -38 8.2 +1.8
XRT SPDR S&P Retail ETF 4.5 35 -6 5.0 -1.4
DEEP Roundhill Acquirers Deep Value ETF 4.5 80 -51 8.5 +2.1
SMDV ProShares Russell 2000 Dividend Growers ETF 4.5 41 -12 5.9 -0.5
IECS iShares Evolved U.S. Consumer Staples ETF 4.4 18 11 5.5 -0.9
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 4.4 60 -31 7.6 +1.2
AIEQ AI Powered Equity ETF 4.4 80 -51 0.8 -5.6
JHMT John Hancock Multifactor Technology ETF 4.4 40 -11 4.4 -2.0
SIXS 6 Meridian Small Cap Equity ETF 4.4 100 -71 7.2 +0.8
FDM First Trust Dow Jones Select Microcap Index Fund 4.3 60 -31 5.6 -0.8
FQAL Fidelity Quality Factor ETF 4.3 29 0 4.7 -1.6
QABA First Trust NASDAQ ABA Community Bank Index Fund 4.3 60 -31 6.9 +0.5
CSB VictoryShares US Small Cap High Dividend Volatility Wtd Idx 4.3 35 -6 7.3 +0.9
ESGS Columbia Sustainable U.S. Equity Income ETF 4.3 35 -6 7.6 +1.2
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 4.2 50 -21 2.7 -3.7
STLG iShares Factors US Growth Style ETF 4.2 25 4 5.4 -1.0
PSCT Invesco S&P SmallCap Information Technology ETF 4.2 29 0 4.9 -1.5
MXDU Nationwide Maximum Diversification US Core Equity ETF 4.2 34 -5 3.8 -2.6
FDWM Fidelity Women's Leadership ETF 4.2 59 -30 4.7 -1.7
DGRO iShares Core Dividend Growth ETF 4.1 8 21 6.3 -0.1
PSCF Invesco S&P SmallCap Financials ETF 4.1 29 0 8.3 +1.9
KIE SPDR S&P Insurance ETF 4.1 35 -6 7.0 +0.7
VIG Vanguard Dividend Appreciation Index Fund 4.1 6 23 5.4 -1.0
VRAI Virtus Real Asset Income ETF 4.1 55 -26 6.6 +0.3
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 4.0 85 -56 6.1 -0.3
QDIV Global X S&P 500 Quality Dividend ETF 4.0 20 9 6.6 +0.2
GQRE FlexShares Global Quality Real Estate Index Fund 4.0 45 -16 5.4 -0.9
DTN WisdomTree U.S. Dividend ex-Financials Fund 4.0 38 -9 7.2 +0.8
XHS SPDR S&P Health Care Services ETF 4.0 35 -6 4.0 -2.4
ILCB iShares Morningstar U.S. Equity ETF 4.0 3 26 4.6 -1.8
BIBL Inspire ETF 3.9 35 -6 4.6 -1.8
VT Vanguard Total World Stock ETF 3.9 8 21 5.3 -1.1
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 3.9 75 -46 4.2 -2.2
LVHD Legg Mason Low Volatility High Dividend ETF 3.9 27 2 6.7 +0.3
FOVL iShares Focused Value Factor ETF 3.9 25 4 9.4 +3.1
FDLO Fidelity Low Volatility Factor ETF 3.8 29 0 4.6 -1.8
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 3.8 69 -40 4.3 -2.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 3.8 35 -6 7.0 +0.6
IYH iShares U.S. Healthcare ETF 3.8 43 -14 6.0 -0.4
FXL First Trust Technology AlphaDEX Fund 3.7 61 -32 4.5 -1.8
SCHX Schwab U.S. Large-Cap ETF 3.7 3 26 4.6 -1.8
PSCH Invesco S&P SmallCap Health Care ETF 3.7 29 0 2.9 -3.4
VFMV Vanguard U.S. Minimum Volatility ETF 3.6 13 16 4.8 -1.6
RWL Invesco S&P 500 Revenue ETF 3.6 39 -10 6.1 -0.3
GENY Principal Millennials Index ETF 3.6 45 -16 5.1 -1.3
BLDG Cambria Global Real Estate ETF 3.6 59 -30 6.4 +0.1
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 3.6 35 -6 7.1 +0.8
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 3.6 37 -8 7.1 +0.7
HAP VanEck Vectors Natural Resources ETF 3.6 50 -21 6.0 -0.4
FUNL CornerCap Fundametrics Large-Cap ETF 3.6 50 -21 6.8 +0.4
GBGR Global Beta Momentum-Growth ETF 3.6 29 0 5.8 -0.6
BOSS Global X Founder-Run Companies ETF 3.6 45 -16 2.6 -3.8
IGV iShares Expanded Tech-Software ETF 3.6 46 -17 2.1 -4.3
FCOM Fidelity MSCI Telecommunication Services Index ETF 3.5 8 21 4.1 -2.3
VOX Vanguard Telecommunication Services Index Fund 3.5 10 19 4.0 -2.4
IEIH iShares Evolved U.S. Innovative Healthcare ETF 3.5 18 11 4.5 -1.9
IAK iShares U.S. Insurance ETF 3.5 42 -13 7.0 +0.6
JHMA John Hancock Multifactor Materials ETF 3.5 40 -11 6.6 +0.2
MGMT Ballast Small/Mid Cap ETF 3.5 110 -81 6.3 -0.1
EPS WisdomTree U.S. Earnings 500 Fund 3.5 8 21 6.0 -0.4
IEME iShares Evolved U.S. Media & Entertainment ETF 3.4 18 11 5.2 -1.2
KBWR Invesco KBW Regional Banking ETF 3.4 35 -6 7.1 +0.7
VOOV Vanguard S&P 500 Value ETF 3.4 10 19 6.1 -0.3
XHB SPDR S&P Homebuilders ETF 3.4 35 -6 7.6 +1.2
RAFE PIMCO RAFI ESG U.S. ETF 3.4 30 -1 6.7 +0.3
SPYV SPDR Portfolio S&P 500 Value ETF 3.3 4 25 6.2 -0.2
IHF iShares U.S. Healthcare Providers ETF 3.3 42 -13 6.5 +0.1
FBCG Fidelity Blue Chip Growth ETF 3.3 59 -30 1.8 -4.6
KVLE KFA Value Liner Dynamic Core Equity Index ETF 3.3 56 -27 5.7 -0.7
XHE SPDR S&P Health Care Equipment ETF 3.3 35 -6 -1.2 -7.5
FPRO Fidelity Real Estate Investment ETF 3.3 59 -30 4.1 -2.3
DSI iShares MSCI KLD 400 Social ETF 3.3 25 4 4.6 -1.8
IUSG iShares Core S&P US Growth ETF 3.3 4 25 4.1 -2.3
IVE iShares S&P 500 Value ETF 3.2 18 11 6.0 -0.4
FENY Fidelity MSCI Energy Index ETF 3.2 8 21 3.5 -2.9
VDE Vanguard Energy Index Fund 3.2 10 19 3.5 -2.9
BOUT Innovator IBD Breakout Opportunities ETF 3.2 80 -51 3.0 -3.4
USXF iShares ESG Advanced MSCI USA ETF 3.2 10 19 4.9 -1.5
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 3.2 29 0 8.4 +2.0
VNMC Natixis Vaughan Nelson Mid Cap ETF 3.1 85 -56 6.1 -0.3
FSTA Fidelity MSCI Consumer Staples Index ETF 3.1 8 21 5.4 -1.0
VDC Vanguard Consumer Staples Index Fund 3.1 10 19 5.4 -1.0
PSCI Invesco S&P SmallCap Industrials ETF 3.1 29 0 5.6 -0.8
SPMO Invesco S&P 500 Momentum ETF 3.1 13 16 4.8 -1.5
KCE SPDR S&P Capital Markets ETF 3.1 35 -6 7.2 +0.8
IBB iShares NASDAQ Biotechnology ETF 3.1 46 -17 0.2 -6.2
LSLT Salt Low truBeta US Market ETF 3.1 60 -31 5.6 -0.8
IBBQ Invesco Nasdaq Biotechnology ETF 3.0 0 29 0.3 -6.0
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 3.0 75 -46 6.4 +0.0
RYF Invesco S&P 500 Equal Weight Financials ETF 3.0 40 -11 6.6 +0.2
KSCD KFA Small Cap Quality Dividend Index ETF 3.0 51 -22 5.7 -0.7
FDRR Fidelity Dividend ETF for Rising Rates 3.0 29 0 6.5 +0.1
ILCG iShares Morningstar Growth ETF 3.0 4 25 3.2 -3.2
GRES IQ Global Resources ETF 3.0 78 -49 5.7 -0.7
BTEC Principal Healthcare Innovators Index ETF 2.9 42 -13 -1.9 -8.3
FTEC Fidelity MSCI Information Technology Index ETF 2.9 8 21 4.3 -2.1
FUTY Fidelity MSCI Utilities Index ETF 2.9 8 21 5.6 -0.8
VPU Vanguard Utilities Index Fund 2.9 10 19 5.5 -0.9
VGT Vanguard Information Technology Index Fund 2.9 10 19 4.3 -2.1
MTUM iShares MSCI USA Momentum Factor ETF 2.9 15 14 4.2 -2.2
PDP Invesco DWA Momentum ETF 2.9 62 -33 2.6 -3.8
SPDV AAM S&P 500 High Dividend Value ETF 2.8 29 0 8.4 +2.0
FDVV Fidelity Core Dividend ETF 2.8 29 0 6.3 -0.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.8 9 20 4.9 -1.5
WBIY WBI Power Factor High Dividend ETF 2.8 70 -41 8.4 +2.0
PYZ Invesco DWA Basic Materials Momentum ETF 2.8 60 -31 7.7 +1.3
QUS SPDR MSCI USA StrategicFactors ETF 2.8 15 14 5.2 -1.2
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 2.8 30 -1 9.3 +3.0
HLAL Wahed FTSE USA Shariah ETF 2.8 50 -21 4.3 -2.1
ITB iShares U.S. Home Construction ETF 2.8 42 -13 9.4 +3.0
SUSA iShares MSCI USA ESG Select ETF 2.8 25 4 4.4 -2.0
LSAT Leadershares Alphafactor Tactical Focused ETF 2.8 99 -70 7.6 +1.2
REZ iShares Residential Real Estate Capped ETF 2.8 48 -19 4.3 -2.1
XLI Industrial Select Sector SPDR Fund 2.8 12 17 5.0 -1.4
RGI Invesco S&P 500 Equal Weight Industrials ETF 2.8 40 -11 3.8 -2.5
FEX First Trust Large Cap Core AlphaDEX Fund 2.7 59 -30 5.2 -1.2
IAT iShares U.S. Regional Banks ETF 2.7 42 -13 6.9 +0.5
FBCV Fidelity Blue Chip Value ETF 2.7 59 -30 6.4 +0.0
XLF Financial Select Sector SPDR Fund 2.7 12 17 6.4 -0.0
AGNG Global X Aging Population ETF 2.7 50 -21 3.4 -3.0
SPYD SPDR S&P 500 High Dividend ETF 2.7 7 22 7.6 +1.2
FTXN First Trust Nasdaq Oil & Gas ETF 2.6 60 -31 1.3 -5.1
RDOG ALPS REIT Dividend Dogs ETF 2.6 35 -6 7.1 +0.7
PEY Invesco High Yield Equity Dividend Achievers ETF 2.6 52 -23 7.3 +0.9
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.6 15 14 4.8 -1.6
ESGU iShares MSCI USA ESG Optimized ETF 2.6 15 14 4.6 -1.8
HART IQ Healthy Hearts ETF 2.6 45 -16 4.5 -1.9
CLMA iClima Global Decarbonization Transition Leaders ETF 2.6 65 -36 2.0 -4.4
VTV Vanguard Value Index Fund 2.6 4 25 6.5 +0.1
IGM iShares Expanded Tech Sector ETF 2.6 46 -17 3.6 -2.8
ANEW ProShares MSCI Transformational Changes ETF 2.6 45 -16 2.8 -3.6
TECB iShares US Tech Breakthrough Multisector ETF 2.6 40 -11 3.7 -2.7
PKB Invesco Dynamic Building & Construction ETF 2.6 59 -30 4.8 -1.5
DIVB iShares U.S. Dividend & Buyback ETF 2.5 25 4 6.1 -0.3
ALTL Pacer Lunt Large Cap Alternator ETF 2.5 60 -31 5.1 -1.3
SPHB Invesco S&P 500 High Beta ETF 2.5 25 4 3.3 -3.1
PEZ Invesco DWA Consumer Cyclicals Momentum ETF 2.5 60 -31 2.5 -3.9
ACTV LeaderShares Activist Leaders ETF 2.5 75 -46 5.0 -1.4
QLV FlexShares US Quality Low Volatility Index Fund 2.5 22 7 4.3 -2.1
VOT Vanguard Mid-Cap Growth Index Fund 2.5 7 22 2.7 -3.7
MILN Global X Millennial Consumer ETF 2.5 50 -21 2.2 -4.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.5 20 9 4.7 -1.7
DIV Global X SuperDividend US ETF 2.4 45 -16 6.8 +0.4
VSDA VictoryShares Dividend Accelerator ETF 2.4 35 -6 4.7 -1.7
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.4 52 -23 4.9 -1.5
FRAK VanEck Vectors Unconventional Oil & Gas ETF 2.3 54 -25 2.4 -4.0
IEO iShares U.S. Oil & Gas Exploration & Production ETF 2.3 42 -13 3.2 -3.2
XOP SPDR S&P Oil & Gas Exploration & Production ETF 2.3 35 -6 1.9 -4.5
BMED BlackRock Future Health ETF 2.3 85 -56 -0.3 -6.7
PBUS Invesco PureBeta MSCI USA ETF 2.3 4 25 4.7 -1.7
SDOG ALPS Sector Dividend Dogs ETF 2.3 40 -11 8.2 +1.8
AIRR First Trust RBA American Industrial Renaissance ETF 2.3 70 -41 5.1 -1.3
IHI iShares U.S. Medical Devices ETF 2.3 42 -13 3.0 -3.4
TDIV First Trust NASDAQ Technology Dividend Index Fund 2.2 50 -21 6.0 -0.4
SPXT ProShares S&P 500 Ex-Technology ETF 2.2 27 2 4.8 -1.6
RCD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 2.2 40 -11 4.1 -2.2
XLY Consumer Discretionary Select Sector SPDR Fund 2.2 12 17 3.4 -3.0
FTXD First Trust Nasdaq Retail ETF 2.2 60 -31 4.9 -1.5
XBI SPDR S&P BIOTECH ETF 2.2 35 -6 -2.4 -8.8
PXI Invesco DWA Energy Momentum ETF 2.2 60 -31 0.5 -5.9
USMV iShares Edge MSCI Min Vol USA ETF 2.2 15 14 5.0 -1.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.2 2 27 4.7 -1.7
FIW First Trust Water ETF 2.2 54 -25 3.1 -3.3
SYV SPDR MFS Systematic Value Equity ETF 2.2 60 -31 0.0 -6.4
DWMC AdvisorShares Dorsey Wright Micro-Cap ETF 2.2 132 -103 -0.3 -6.7
KONG Formidable Fortress ETF 2.2 89 -60 4.3 -2.1
KRMA Global X Conscious Companies ETF 2.2 43 -14 5.1 -1.3
TMDV ProShares Russell US Dividend Growers ETF 2.2 36 -7 5.2 -1.1
FPX First Trust US IPO Index Fund 2.2 57 -28 1.3 -5.1
JHCS John Hancock Multifactor Media & Communications ETF 2.1 40 -11 5.2 -1.1
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.1 60 -31 3.6 -2.7
MFMS Motley Fool Small-Cap Growth ETF 2.1 85 -56 0.5 -5.9
PBS Invesco Dynamic Media ETF 2.1 63 -34 -1.4 -7.8
FXZ First Trust Materials AlphaDEX Fund 2.1 67 -38 7.8 +1.5
IYM iShares U.S. Basic Materials ETF 2.1 43 -14 6.8 +0.5
LVOL American Century Low Volatility ETF 2.1 29 0 4.5 -1.9
EXI iShares Global Industrials ETF 2.1 46 -17 4.9 -1.5
SPHQ Invesco S&P 500 Quality ETF 2.1 15 14 5.0 -1.3
FTA First Trust Large Cap Value AlphaDEX Fund 2.0 60 -31 7.4 +1.1
PRN Invesco DWA Industrials Momentum ETF 2.0 60 -31 3.0 -3.4
QLC FlexShares US Quality Large Cap Index Fund 2.0 32 -3 5.1 -1.3
FITE SPDR Kensho Future Security ETF 2.0 45 -16 2.7 -3.7
VEGI iShares MSCI Global Agriculture Producers ETF 2.0 39 -10 4.5 -1.9
VONG Vanguard Russell 1000 Growth Index Fund 2.0 8 21 3.9 -2.5
GSPY Gotham Enhanced 500 ETF 2.0 50 -21 5.0 -1.4
JHME John Hancock Multifactor Energy ETF 2.0 40 -11 3.3 -3.1
IWF iShares Russell 1000 Growth ETF 2.0 19 10 3.7 -2.7
NULV Nuveen ESG Large-Cap Value ETF 2.0 35 -6 6.1 -0.3
HTEC ROBO Global Healthcare Technology & Innovation ETF 2.0 68 -39 0.5 -5.8
FIVG Defiance Next Gen Connectivity ETF 2.0 30 -1 4.7 -1.7
HAIL SPDR S&P Kensho Smart Mobility ETF 2.0 45 -16 3.5 -2.9
CATH Global X S&P 500 Catholic Values Custom ETF 1.9 29 0 4.5 -1.9
MVPS Amplify Thematic All-Stars ETF 1.9 49 -20 1.6 -4.7
FCG First Trust Natural Gas ETF 1.9 60 -31 2.8 -3.6
QVML Invesco S&P 500 QVM Multi-factor ETF 1.9 11 18 5.1 -1.3
IVRA Invesco Real Assets ESG ETF 1.9 59 -30 4.5 -1.9
PHO Invesco Water Resources ETF 1.9 60 -31 3.0 -3.4
QWLD SPDR MSCI World StrategicFactors ETF 1.9 30 -1 5.4 -1.0
PUI Invesco DWA Utilities Momentum ETF 1.9 60 -31 5.2 -1.2
SPXV ProShares S&P 500 Ex-Health Care ETF 1.9 27 2 4.3 -2.1
NURE Nuveen Short-Term REIT ETF 1.8 35 -6 4.1 -2.3
FILL iShares MSCI Global Energy Producers ETF 1.8 39 -10 6.8 +0.4
FTXO First Trust Nasdaq Bank ETF 1.8 60 -31 7.0 +0.6
JHMS John Hancock Multifactor Consumer Staples ETF 1.8 40 -11 5.6 -0.8
MOO VanEck Vectors Agribusiness ETF 1.8 56 -27 4.6 -1.8
FFTY Innovator IBD 50 ETF 1.8 80 -51 0.7 -5.7
IYK iShares U.S. Consumer Goods ETF 1.8 43 -14 5.9 -0.5
SPGP Invesco S&P 500 GARP ETF 1.8 34 -5 6.1 -0.2
XYLG Global X S&P 500 Covered Call & Growth ETF 1.8 60 -31 4.3 -2.1
SPLG SPDR Portfolio S&P 500 ETF 1.8 3 26 4.8 -1.6
PBP Invesco S&P 500 BuyWrite ETF 1.8 49 -20 4.5 -1.9
SPY SPDR S&P 500 ETF Trust 1.8 9 20 4.8 -1.6
XRMI Global X S&P 500 Risk Managed Income ETF 1.8 60 -31 4.5 -1.9
VOO VANGUARD S&P 500 ETF 1.8 3 26 4.8 -1.6
XT iShares Exponential Technologies ETF 1.7 47 -18 4.7 -1.6
SUSL iShares ESG MSCI USA Leaders ETF 1.7 10 19 4.8 -1.6
RBUS Nationwide Risk-Based U.S. Equity ETF 1.7 30 -1 5.1 -1.3
XTR Global X S&P 500 Tail Risk ETF 1.7 60 -31 4.4 -2.0
XCLR Global X S&P 500 Collar 95-110 ETF 1.7 60 -31 4.5 -1.9
RDVY First Trust Rising Dividend Achievers ETF 1.7 50 -21 6.7 +0.4
IVV iShares Core S&P 500 ETF 1.7 3 26 4.8 -1.6
VSLU Applied Finance Valuation Large Cap ETF 1.7 49 -20 5.3 -1.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.7 60 -31 4.8 -1.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.7 10 19 4.8 -1.6
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 1.7 60 -31 5.9 -0.4
ROOF IQ US Real Estate Small Cap ETF 1.7 70 -41 8.3 +1.9
ACWV iShares MSCI Global Min Vol Factor ETF 1.7 20 9 5.2 -1.1
FEVR Inspire Faithward Large Cap Momentum ESG ETF 1.7 85 -56 3.4 -3.0
FXN First Trust Energy AlphaDEX Fund 1.7 64 -35 2.7 -3.7
PSET Principal Price Setters Index ETF 1.7 15 14 4.9 -1.5
XVOL Acruence Active Hedge U.S. Equity ETF 1.7 83 -54 4.1 -2.3
QUAL iShares MSCI Usa Quality Factor ETF 1.7 15 14 4.8 -1.6
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.7 30 -1 7.8 +1.4
KBWD Invesco KBW High Dividend Yield Financial ETF 1.6 124 -95 9.0 +2.6
BECO BlackRock Future Climate and Sustainable Economy ETF 1.6 70 -41 4.0 -2.3
PPA Invesco Aerospace & Defense ETF 1.6 59 -30 5.2 -1.2
SRET Global X SuperDividend REIT ETF 1.6 58 -29 9.5 +3.1
XVV iShares ESG Screened S&P 500 ETF 1.6 8 21 4.7 -1.7
SPXE ProShares S&P 500 Ex-Energy ETF 1.6 27 2 4.7 -1.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.6 20 9 4.7 -1.7
GNR SPDR S&P Global Natural Resources ETF 1.6 40 -11 7.0 +0.6
TOK iShares MSCI Kokusai ETF 1.6 25 4 4.8 -1.6
NETL NETLease Corporate Real Estate ETF 1.6 60 -31 6.1 -0.3
KOKU Xtrackers MSCI Kokusai Equity ETF 1.6 9 20 4.9 -1.5
NULC Nuveen ESG Large-Cap ETF 1.6 20 9 4.7 -1.7
IYW iShares U.S. Technology ETF 1.6 43 -14 3.9 -2.5
PSL Invesco DWA Consumer Staples Momentum ETF 1.6 60 -31 5.3 -1.1
SHLD Victoryshares Protect America ETF 1.6 60 -31 6.9 +0.5
IETC iShares Evolved U.S. Technology ETF 1.6 18 11 3.8 -2.6
JRE Janus Henderson U.S. Real Estate ETF 1.6 65 -36 4.2 -2.2
BFIT Global X Health & Wellness ETF 1.6 50 -21 4.1 -2.3
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.6 59 -30 10.8 +4.4
XTL SPDR S&P Telecom ETF 1.6 35 -6 3.2 -3.2
GBLO Global Beta Low Beta ETF 1.6 29 0 8.0 +1.6
NUMG Nuveen ESG Mid-Cap Growth ETF 1.6 40 -11 2.4 -4.0
SIMS SPDR S&P Kensho Intelligent Structures ETF 1.6 45 -16 3.1 -3.3
IYT iShares Transportation Average ETF 1.6 42 -13 2.4 -4.0
XTN SPDR S&P Transportation ETF 1.6 35 -6 2.2 -4.2
VETS Pacer Military Times Best Employers ETF 1.6 60 -31 0.0 -6.4
BFTR Future Innovators ETF 1.5 80 -51 -1.2 -7.6
IBBJ Defiance Nasdaq Junior Biotechnology ETF 1.5 45 -16 0.0 -6.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.5 9 20 5.3 -1.1
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.5 46 -17 5.9 -0.5
RXI iShares Global Consumer Discretionary ETF 1.5 46 -17 3.9 -2.5
IDAT iShares Cloud 5G and Tech ETF 1.5 47 -18 4.3 -2.1
URTH iShares MSCI World ETF 1.5 24 5 4.9 -1.5
GLIF AGFiQ Global Infrastructure ETF 1.5 45 -16 4.3 -2.1
KBWP Invesco KBW Property & Casualty Insurance ETF 1.5 35 -6 6.0 -0.4
PBE Invesco Dynamic Biotechnology & Genome ETF 1.5 58 -29 0.8 -5.6
SPXN ProShares S&P 500 Ex-Financials ETF 1.5 27 2 4.5 -1.9
FTXG First Trust Nasdaq Food & Beverage ETF 1.5 60 -31 6.0 -0.4
LEAD Siren DIVCON Leaders Dividend ETF 1.5 43 -14 5.4 -1.0
DFND Siren DIVCON Dividend Defender ETF 1.5 144 -115 4.5 -1.9
HDV iShares Core High Dividend ETF 1.5 8 21 7.0 +0.7
DRIV Global X Autonomous & Electric Vehicles ETF 1.4 68 -39 4.6 -1.8
ROBO Robo Global Robotics & Automation Index ETF 1.4 95 -66 2.2 -4.2
IXG iShares Global Financials ETF 1.4 46 -17 7.4 +1.1
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.4 47 -18 5.5 -0.9
IAI iShares U.S. Broker-Dealers ETF 1.4 42 -13 6.7 +0.4
VICE AdvisorShares Vice ETF 1.4 99 -70 4.2 -2.2
KBWY Invesco KBW Premium Yield Equity REIT ETF 1.4 35 -6 7.7 +1.3
IHAK iShares Cybersecurity & Tech ETF 1.4 47 -18 2.9 -3.5
IYE iShares U.S. Energy ETF 1.4 42 -13 3.3 -3.1
ICF iShares Cohen & Steers REIT ETF 1.4 34 -5 4.4 -2.0
PTH Invesco DWA Healthcare Momentum ETF 1.4 60 -31 -1.3 -7.7
HELX Franklin Genomic Advancements ETF 1.4 50 -21 -0.1 -6.5
VTRN Victory Portfolios II VictoryShares Top Veteran Employers ET 1.4 60 -31 6.8 +0.4
CGW Invesco S&P Global Water Index ETF 1.4 57 -28 3.3 -3.1
FXU First Trust Utilities AlphaDEX Fund 1.4 62 -33 5.7 -0.6
IDU iShares U.S. Utilities ETF 1.4 43 -14 5.0 -1.4
PFI Invesco DWA Financial Momentum ETF 1.4 60 -31 6.7 +0.3
SPRE SP Funds S&P Global REIT Sharia ETF 1.4 69 -40 3.1 -3.3
FXG First Trust Consumer Staples AlphaDEX Fund 1.3 63 -34 6.5 +0.1
OLD The Long-Term Care ETF 1.3 30 -1 5.4 -1.0
VV Vanguard Large-Cap Index Fund 1.3 4 25 4.6 -1.8
WDIV SPDR Global Dividend ETF 1.3 40 -11 8.5 +2.1
FSST Fidelity Sustainability U.S. Equity ETF 1.3 59 -30 4.7 -1.7
DURA VanEck Vectors Morningstar Durable Dividend ETF 1.3 29 0 7.4 +1.1
IYZ iShares U.S. Telecommunications ETF 1.3 42 -13 6.7 +0.4
BBP BioShares Biotechnology Products Fund 1.3 79 -50 -1.7 -8.0
SYE SPDR MFS Systematic Core Equity ETF 1.3 60 -31 0.0 -6.4
EWRE Invesco S&P 500 Equal Weight Real Estate ETF 1.3 40 -11 4.8 -1.6
XLRE The Real Estate Select Sector SPDR Fund 1.3 12 17 4.6 -1.8
PXE Invesco Dynamic Energy Exploration & Production ETF 1.3 63 -34 3.5 -2.9
PNQI Invesco NASDAQ Internet ETF 1.3 60 -31 1.4 -5.0
ACWI iShares MSCI ACWI ETF 1.3 32 -3 5.1 -1.3
TPAY Tortoise Digital Payments Infrastructure Fund 1.3 40 -11 4.7 -1.7
AQWA Global X Clean Water ETF 1.3 50 -21 3.8 -2.6
FTXH First Trust Nasdaq Pharmaceuticals ETF 1.3 60 -31 4.4 -2.0
AIQ Global X Future Analytics Tech ETF 1.3 68 -39 3.4 -2.9
HACK ETFMG Prime Cyber Security ETF 1.3 60 -31 2.6 -3.8
PSI Invesco Dynamic Semiconductors ETF 1.3 57 -28 4.6 -1.8
PBJ Invesco Dynamic Food & Beverage ETF 1.2 63 -34 5.5 -0.9
RNLC Large Cap US Equity Select ETF 1.2 60 -31 5.3 -1.1
ACVF American Conservative Values ETF 1.2 75 -46 4.1 -2.3
XME SPDR S&P Metals & Mining ETF 1.2 35 -6 4.2 -2.2
JOYY Infusive Compounding Global Equities ETF 1.2 50 -21 3.9 -2.5
CSD Invesco S&P Spin-Off ETF 1.2 62 -33 3.9 -2.5
WDNA WisdomTree BioRevolution Fund 1.2 45 -16 -3.3 -9.7
SKYY First Trust Cloud Computing ETF 1.2 60 -31 2.3 -4.1
IDRV iShares Self-driving EV & Tech ETF 1.2 47 -18 5.2 -1.2
QTUM Defiance Quantum ETF 1.2 40 -11 4.9 -1.5
XITK SPDR FactSet Innovative Technology ETF 1.2 45 -16 0.0 -6.3
XLE Energy Select Sector SPDR Fund 1.2 12 17 3.8 -2.6
RYE Invesco S&P 500 Equal Weight Energy ETF 1.2 40 -11 3.3 -3.1
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 1.2 47 -18 4.4 -2.0
EMLP First Trust North American Energy Infrastructure Fund 1.2 96 -67 4.4 -2.0
FTAG First Trust Indxx Global Agriculture ETF 1.1 70 -41 5.6 -0.8
EBLU Ecofin Global Water ESG Fund 1.1 40 -11 3.6 -2.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.1 7 22 4.6 -1.8
IHE iShares U.S. Pharmaceuticals ETF 1.1 42 -13 6.9 +0.5
XPH SPDR S&P Pharmaceuticals ETF 1.1 35 -6 5.1 -1.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.1 20 9 5.2 -1.2
MOTO SmartETFs Smart Transportation & Technology ETF 1.1 68 -39 5.4 -1.0
INDS Pacer Benchmark Industrial Real Estate SCTR ETF 1.1 60 -31 3.0 -3.3
HIPR Direxion High Growth ETF 1.1 40 -11 3.7 -2.7
PXQ Invesco Dynamic Networking ETF 1.1 63 -34 3.4 -3.0
FTC First Trust Large Cap Growth AlphaDEX Fund 1.1 60 -31 2.7 -3.6
MOAT VanEck Vectors Morningstar Wide Moat ETF 1.1 47 -18 5.8 -0.6
LOWC SPDR MSCI ACWI Low Carbon Target ETF 1.1 20 9 5.3 -1.1
EFIV SPDR S&P 500 ESG ETF 1.1 10 19 4.7 -1.6
TPYP Tortoise North American Pipeline Fund 1.1 40 -11 4.6 -1.8
KLDW Gavekal Knowledge Leaders Developed World ETF 1.1 75 -46 3.9 -2.5
PBW Invesco WilderHill Clean Energy ETF 1.1 70 -41 -1.3 -7.6
CUT Invesco MSCI Global Timber ETF 1.1 61 -32 7.7 +1.4
EWCO Invesco S&P 500 Equal Weight Communication Services ETF 1.1 40 -11 6.1 -0.3
XLC The Communication Services Select Sector SPDR Fund 1.1 12 17 5.2 -1.2
CIBR First Trust NASDAQ CEA Cybersecurity ETF 1.1 60 -31 2.7 -3.7
TDV ProShares S&P Technology Dividend Aristocrats ETF 1.1 46 -17 4.8 -1.6
SNPE Xtrackers S&P 500 ESG ETF 1.1 10 19 4.7 -1.7
FLV American Century Focused Large Cap Value ETF 1.1 42 -13 5.9 -0.5
VEGN US Vegan Climate ETF 1.1 60 -31 4.0 -2.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.1 9 20 5.2 -1.2
BEDZ AdvisorShares Hotel ETF 1.0 79 -50 0.8 -5.6
FTXR First Trust Nasdaq Transportation ETF 1.0 60 -31 3.7 -2.7
IVDG Invesco Focused Discovery Growth ETF 1.0 59 -30 2.4 -4.0
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 1.0 70 -41 3.3 -3.1
SLX VanEck Vectors Steel ETF 1.0 56 -27 20.2 +13.8
SDIV Global X SuperDividend ETF 1.0 59 -30 15.2 +8.8
SDEI Sound Equity Income ETF 1.0 45 -16 9.0 +2.6
LYFE 2nd Vote Life Neutral Plus ETF 1.0 75 -46 6.1 -0.3
IXP iShares Global Comm Services ETF 1.0 46 -17 5.5 -0.9
AVDR AVDR US LargeCap Leading ETF 1.0 60 -31 4.9 -1.5
RYH Invesco S&P 500 Equal Weight Health Care ETF 1.0 40 -11 6.6 +0.2
JHMU John Hancock Multifactor Utilities ETF 1.0 40 -11 5.6 -0.8
CLOU Global X Cloud Computing ETF 1.0 68 -39 0.8 -5.6
ACIO Aptus Collared Income Opportunity ETF 1.0 79 -50 3.7 -2.7
FLM First Trust Global Engineering and Construction ETF 1.0 70 -41 6.9 +0.5
PICK iShares MSCI Global Metals & Mining Producers ETF 1.0 39 -10 6.6 +0.2
PJP Invesco Dynamic Pharmaceuticals ETF 1.0 56 -27 9.3 +2.9
FEDX Emles Federal Contractors ETF 1.0 60 -31 9.9 +3.5
NULG Nuveen ESG Large-Cap Growth ETF 1.0 35 -6 3.2 -3.2
JRNY ALPS Global Travel Beneficiaries ETF 1.0 65 -36 0.5 -5.9
LUXE Emles Luxury Goods ETF 1.0 60 -31 2.9 -3.5
VNSE Natixis Vaughan Nelson Select ETF 1.0 80 -51 2.1 -4.3
NXTG First Trust Indxx NextG ETF 1.0 70 -41 5.3 -1.1
ERTH Invesco MSCI Sustainable Future ETF 1.0 58 -29 4.3 -2.1
GURU Global X Guru Index ETF 1.0 75 -46 2.8 -3.6
CACG ClearBridge All Cap Growth ETF 1.0 53 -24 3.6 -2.8
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 1.0 60 -31 0.1 -6.3
RYT Invesco S&P 500 Equal Weight Technology ETF 1.0 40 -11 5.5 -0.9
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 0.9 45 -16 4.8 -1.6
SCHG Schwab U.S. Large-Cap Growth ETF 0.9 4 25 3.3 -3.1
ABEQ Absolute Core Strategy ETF 0.9 88 -59 4.4 -2.0
IQSU IQ Candriam ESG US Equity ETF 0.9 9 20 4.6 -1.8
PSCU Invesco S&P SmallCap Utilities ETF 0.9 29 0 4.0 -2.4
NOBL ProShares S&P 500 Dividend Aristocrats ETF 0.9 35 -6 5.4 -1.0
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 0.9 75 -46 5.0 -1.3
DTOX Amplify Cleaner Living ETF 0.9 59 -30 0.0 -6.4
SFY SoFi Select 500 ETF 0.9 0 29 4.5 -1.9
MOON Direxion Moonshot Innovators ETF 0.9 65 -36 -3.5 -9.9
IXC iShares Global Energy ETF 0.9 46 -17 4.9 -1.5
EQRR ProShares Equities for Rising Rates ETF 0.9 35 -6 5.8 -0.5
IPAY ETFMG Prime Mobile Payments ETF 0.9 75 -46 5.4 -0.9
SHFT iClima Distributed Renewable Energy Transition Leaders ETF 0.9 65 -36 -0.5 -6.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.9 65 -36 0.9 -5.5
XLV Health Care Select Sector SPDR Fund 0.9 12 17 7.0 +0.6
EATZ AdvisorShares Restaurant ETF 0.9 79 -50 3.9 -2.5
DTEC ALPS Disruptive Technologies ETF 0.8 50 -21 3.0 -3.4
SNSR Global X Internet of Things Thematic ETF 0.8 68 -39 3.4 -3.0
MXI iShares Global Materials ETF 0.8 45 -16 5.9 -0.5
RTM Invesco S&P 500 Equal Weight Materials ETF 0.8 40 -11 5.6 -0.8
XLB Materials Select Sector SPDR Fund 0.8 12 17 5.3 -1.1
KBWB Invesco KBW Bank ETF 0.8 35 -6 7.2 +0.8
PTF Invesco DWA Technology Momentum ETF 0.8 60 -31 3.4 -3.0
GVIP Goldman Sachs Hedge Industry VIP ETF 0.8 45 -16 3.6 -2.8
PSCC Invesco S&P SmallCap Consumer Staples ETF 0.8 29 0 4.6 -1.8
IGN iShares North American Tech-Multimedia Networking ETF 0.8 46 -17 5.0 -1.4
CBSE Changebridge Capital Sustainable Equity ETF 0.8 85 -56 -1.6 -7.9
GBLD Invesco MSCI Green Building ETF 0.8 39 -10 7.1 +0.7
XSD SPDR S&P Semiconductor ETF 0.8 35 -6 3.8 -2.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.8 49 -20 3.9 -2.5
SYG SPDR MFS Systematic Growth Equity ETF 0.8 60 -31 0.0 -6.4
ECLN First Trust EIP Carbon Impact ETF 0.8 97 -68 3.3 -3.1
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 0.8 49 -20 5.0 -1.4
FBT First Trust NYSE Arca Biotechnology Index Fund 0.8 55 -26 -1.2 -7.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.8 75 -46 3.0 -3.4
BIGY Defiance Next Gen Big Data ETF 0.8 45 -16 1.4 -5.0
VIDI Vident International Equity Fund 0.8 59 -30 10.1 +3.7
ITA iShares U.S. Aerospace & Defense ETF 0.7 42 -13 5.8 -0.6
WKLY SoFi Weekly Dividend ETF 0.7 49 -20 6.9 +0.6
PSJ Invesco Dynamic Software ETF 0.7 56 -27 2.9 -3.5
PLAT WisdomTree Modern Tech Platforms Fund 0.7 20 9 1.4 -5.0
EGIS 2nd Vote Society Defended ETF 0.7 75 -46 6.1 -0.2
RNDV US Equity Dividend Select ETF 0.7 50 -21 7.0 +0.6
WOMN Impact Shares YWCA Women's Empowerment ETF 0.7 75 -46 4.4 -2.0
SBIO ALPS Medical Breakthroughs ETF 0.7 50 -21 0.0 -6.4
IVES Wedbush ETFMG Global Cloud Technology ETF 0.7 68 -39 1.8 -4.6
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 0.7 17 12 4.9 -1.5
DWEQ AdvisorShares Dorsey Wright Alpha Equal Weight ETF 0.7 103 -74 3.2 -3.2
WFH Direxion Work From Home ETF 0.7 45 -16 5.1 -1.3
ESG FlexShares STOXX US ESG Impact Index Fund 0.7 32 -3 4.8 -1.6
RHS Invesco S&P 500 Equal Weight Consumer Staples ETF 0.7 40 -11 6.2 -0.2
XLP Consumer Staples Select Sector SPDR Fund 0.7 12 17 5.4 -1.0
KXI iShares Global Consumer Staples ETF 0.7 46 -17 5.2 -1.2
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 0.7 47 -18 0.8 -5.6
NKEF Sample Portfolio 0.7 0 29 3.4 -3.0
FDN First Trust Dow Jones Internet Index Fund 0.7 51 -22 1.8 -4.6
DBLV AdvisorShares DoubleLine Value Equity ETF 0.7 91 -62 5.3 -1.0
EVX VanEck Vectors Environmental Services ETF 0.7 55 -26 2.9 -3.5
GNOM Global X Genomics & Biotechnology ETF 0.7 50 -21 -2.0 -8.4
EQOP Natixis U.S. Equity Opportunities ETF 0.6 90 -61 3.7 -2.7
WCLD WisdomTree Cloud Computing Fund 0.6 45 -16 -1.1 -7.5
PIO Invesco Global Water ETF 0.6 75 -46 3.6 -2.7
IDNA iShares Genomics Immunology & Healthcare ETF 0.6 47 -18 -2.9 -9.3
VIRS Pacer BioThreat Strategy ETF 0.6 70 -41 5.2 -1.2
PZLD Puzzle Divdend Leaders 0.6 10 19 6.0 -0.4
NACP Impact Shares NAACP Minority Empowerment ETF 0.6 49 -20 4.5 -1.9
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF 0.6 60 -31 2.9 -3.4
GOAT VanEck Vectors Morningstar Global Wide Moat ETF 0.6 52 -23 5.6 -0.8
FTRI First Trust Indxx Global Natural Resources Income ETF 0.6 70 -41 12.5 +6.1
BUZZ VanEck Vectors Social Sentiment ETF 0.6 75 -46 1.1 -5.3
IXJ iShares Global Healthcare ETF 0.6 46 -17 6.1 -0.3
DLN WisdomTree U.S. LargeCap Dividend Fund 0.6 28 1 6.2 -0.2
KROP Global X AgTech & Food Innovation ETF 0.6 50 -21 3.4 -3.0
PSCM Invesco S&P SmallCap Materials ETF 0.6 29 0 6.0 -0.4
SULR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 0.6 79 -50 4.4 -2.0
GSFP Goldman Sachs Future Planet Equity ETF 0.6 75 -46 3.3 -3.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.6 65 -36 3.1 -3.3
CBTG Cabot Growth ETF 0.6 75 -46 -1.3 -7.7
DFNL Davis Select Financial ETF 0.6 64 -35 6.3 -0.0
EBIZ Global X E-Commerce ETF 0.6 50 -21 4.6 -1.8
XOUT GraniteShares XOUT U.S. Large Cap ETF 0.6 60 -31 4.1 -2.3
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.6 70 -41 3.2 -3.2
ICLN iShares Global Clean Energy ETF 0.6 46 -17 4.5 -1.9
KOIN Innovation Shares NextGen Protocol ETF 0.6 95 -66 4.1 -2.3
XAR SPDR S&P Aerospace & Defense ETF 0.6 35 -6 5.0 -1.4
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 0.6 75 -46 4.3 -2.1
OGIG O'Shares Global Internet Giants ETF 0.5 48 -19 0.4 -6.0
PEJ Invesco Dynamic Leisure & Entertainment ETF 0.5 63 -34 3.7 -2.7
BOAT SonicShares Global Shipping ETF 0.5 69 -40 9.0 +2.6
EDOC-GB Global X Telemedicine & Digital Health UCITS ETF 0.5 68 -39 1.2 -5.2
EDOC Global X Telemedicine & Digital Health ETF 0.5 68 -39 -0.1 -6.5
FLLV Franklin Liberty U.S. Low Volatility ETF 0.5 29 0 5.0 -1.4
RPG Invesco S&P 500 Pure Growth ETF 0.5 35 -6 3.2 -3.2
LGBT LGBTQ + ESG100 ETF 0.5 75 -46 0.0 -6.4
DEF Invesco Defensive Equity ETF 0.5 53 -24 5.6 -0.7
SOXQ Invesco PHLX Semiconductor ETF 0.5 0 29 6.3 -0.1
XPND First Trust Expanded Technology ETF 0.5 65 -36 3.6 -2.8
GII SPDR S&P Global Infrastructure ETF 0.5 40 -11 4.1 -2.3
EINC VanEck Vectors Energy Income ETF 0.5 45 -16 3.9 -2.5
IGF iShares Global Infrastructure ETF 0.5 46 -17 3.8 -2.6
MLPX Global X MLP & Energy Infrastructure ETF 0.5 45 -16 3.4 -3.0
ENFR Alerian Energy Infrastructure ETF 0.5 65 -36 3.1 -3.3
USAI Pacer American Energy Independence ETF 0.5 75 -46 3.0 -3.4
XWEB SPDR S&P Internet ETF 0.5 35 -6 -0.1 -6.5
PSCE Invesco S&P SmallCap Energy ETF 0.5 29 0 1.0 -5.4
MORT VanEck Vectors Mortgage REIT Income ETF 0.5 40 -11 11.7 +5.3
REM iShares Mortgage Real Estate ETF 0.5 48 -19 11.7 +5.3
FTXL First Trust Nasdaq Semiconductor ETF 0.5 60 -31 6.0 -0.4
IVLC Invesco US Large Cap Core ESG ETF 0.5 48 -19 4.3 -2.1
CWS AdvisorShares Focused Equity ETF 0.5 77 -48 4.4 -2.0
SDG iShares Sustainable MSCI Global Impact ETF 0.5 49 -20 7.1 +0.7
MMLG First Trust Multi-Manager Large Growth ETF 0.5 85 -56 1.5 -4.8
GDVD Principal Active Global Dividend Income ETF 0.5 58 -29 0.0 -6.4
SMOG VanEck Vectors Low Carbon Energy ETF 0.5 62 -33 3.1 -3.3
ARKG ARK Genomic Revolution ETF 0.5 75 -46 -2.8 -9.2
RYU Invesco S&P 500 Equal Weight Utilities ETF 0.4 40 -11 6.0 -0.4
XLU Utilities Select Sector SPDR Fund 0.4 12 17 5.4 -1.0
JXI iShares Global Utilities ETF 0.4 46 -17 5.4 -1.0
QQQN VictoryShares Nasdaq Next 50 ETF 0.4 18 11 3.3 -3.1
IPO Renaissance IPO ETF 0.4 60 -31 -2.1 -8.5
EPRE First Trust TCW ESG Premier Equity ETF 0.4 85 -56 3.6 -2.8
IWFH iShares Virtual Work and Life Multisector ETF 0.4 47 -18 0.8 -5.6
UFO Procure Space ETF 0.4 75 -46 2.9 -3.4
CNRG SPDR S&P Kensho Clean Power ETF 0.4 45 -16 1.9 -4.5
MJ ETFMG Alternative Harvest ETF 0.4 75 -46 -4.1 -10.5
WOOD iShares Global Timber & Forestry ETF 0.4 46 -17 8.7 +2.4
FPXI First Trust International Equity Opportunities ETF 0.4 70 -41 2.2 -4.2
SDGA Impact Shares Sustainable Development Goals Global ETF 0.4 75 -46 5.4 -1.0
SPYG SPDR Portfolio S&P 500 Growth ETF 0.4 4 25 4.1 -2.3
ONLN ProShares Online Retail ETF 0.4 58 -29 -0.2 -6.6
IBUY Amplify Online Retail ETF 0.4 65 -36 -1.3 -7.7
BJK VanEck Vectors Gaming ETF 0.4 65 -36 1.9 -4.5
IVW iShares S&P 500 Growth ETF 0.4 18 11 4.0 -2.4
ENTR Entrepreneur 30 Fund 0.4 49 -20 1.6 -4.8
PPH VanEck Vectors Pharmaceutical ETF 0.4 35 -6 11.2 +4.8
SOXX iShares PHLX Semiconductor ETF 0.4 46 -17 5.6 -0.8
XDAT Franklin Exponential Data ETF 0.4 50 -21 1.4 -5.0
XLK Technology Select Sector SPDR Fund 0.4 12 17 4.6 -1.8
IQM Franklin Intelligent Machines ETF 0.4 50 -21 2.2 -4.2
BUYZ Franklin Disruptive Commerce ETF 0.4 50 -21 -0.1 -6.5
VUG Vanguard Growth Index Fund 0.4 4 25 3.5 -2.8
ZECP Zacks Earnings Consistent Portfolio ETF 0.4 55 -26 4.8 -1.6
GERM ETFMG Treatments Testing and Advancements ETF 0.4 68 -39 -6.0 -12.3
RTH VanEck Vectors Retail ETF 0.4 35 -6 5.1 -1.3
ACSI American Customer Satisfaction Core Alpha ETF 0.4 66 -37 4.3 -2.1
FDG American Century Focused Dynamic Growth ETF 0.4 45 -16 2.1 -4.3
IEZ iShares U.S. Oil Equipment & Services ETF 0.4 42 -13 -0.6 -7.0
OIH VanEck Vectors Oil Services ETF 0.4 35 -6 -0.8 -7.2
PXJ Invesco Dynamic Oil & Gas Services ETF 0.4 63 -34 -1.5 -7.9
XES SPDR S&P Oil & Gas Equipment & Services ETF 0.4 35 -6 -2.9 -9.3
BBC Virtus LifeSci Biotech Clinical Trials ETF 0.3 79 -50 0.0 -6.4
VOOG Vanguard S&P 500 Growth ETF 0.3 10 19 4.1 -2.3
JETS US Global Jets ETF 0.3 60 -31 -2.8 -9.2
CCON Direxion Connected Consumer ETF 0.3 45 -16 3.2 -3.2
ARKK ARK Innovation ETF 0.3 75 -46 -1.4 -7.8
TOKE Cambria Cannabis ETF 0.3 42 -13 -2.8 -9.2
TRYP SonicShares Airlines, Hotels, Cruise Lines ETF 0.3 75 -46 -1.5 -7.9
ROKT SPDR S&P Kensho Final Frontiers ETF 0.3 45 -16 4.6 -1.8
LRGE ClearBridge Large Cap Growth ESG ETF 0.3 59 -30 3.0 -3.4
PRNT The 3D Printing ETF 0.3 66 -37 -2.0 -8.4
JOET Virtus Terranova US Quality Momentum ETF 0.3 29 0 4.4 -2.0
ZGBR SPDR Solactive United Kingdom ETF 0.3 14 15 0.0 -6.4
LEND Amplify CrowdBureau Peer-to-Peer Lending & Crowdfunding ETF 0.3 65 -36 0.0 -6.4
FINX Global X FinTech Thematic ETF 0.3 68 -39 2.7 -3.7
IXN iShares Global Tech ETF 0.3 46 -17 4.0 -2.4
DWLD Davis Select Worldwide ETF 0.3 63 -34 6.0 -0.4
SOCL Global X Social Media ETF 0.3 65 -36 2.2 -4.2
BTEK BlackRock Future Tech ETF 0.3 88 -59 -0.1 -6.5
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.3 65 -36 8.4 +2.1
CLRG IQ Chaikin U.S. Large Cap ETF 0.3 25 4 5.1 -1.3
TMFC Motley Fool 100 Index ETF 0.3 50 -21 3.2 -3.1
VOTE Engine No. 1 Transform 500 ETF 0.3 5 24 4.6 -1.8
VSL Volshares Large Capital ETF 0.3 65 -36 4.0 -2.4
META Roundhill Ball Metaverse ETF 0.3 75 -46 3.0 -3.4
GAMR ETFMG Video Game Tech ETF 0.3 75 -46 4.0 -2.4
SUBZ Roundhill Streaming Services & Technology ETF 0.3 75 -46 -1.3 -7.6
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.3 42 -13 4.8 -1.6
JEPI JPMorgan Equity Premium Income ETF 0.3 35 -6 4.9 -1.5
PID Invesco International Dividend Achievers ETF 0.3 53 -24 5.5 -0.8
ISRA VanEck Vectors Israel ETF 0.3 62 -33 4.9 -1.5
ITEQ BlueStar Israel Technology ETF 0.3 75 -46 1.1 -5.3
THNQ ROBO Global Artificial Intelligence ETF 0.2 68 -39 1.8 -4.5
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 0.2 25 4 5.9 -0.5
PLC Principal U.S. Large-Cap Multi-Factor Core Index ETF 0.2 15 14 0.0 -6.4
BOTZ Global X Robotics & Artificial Intelligence ETF 0.2 68 -39 2.1 -4.3
GIGE SoFi Gig Economy ETF 0.2 59 -30 -0.6 -7.0
YOLO AdvisorShares Pure Cannabis ETF 0.2 75 -46 -5.7 -12.1
CNBS Amplify Seymour Cannabis ETF 0.2 75 -46 -10.9 -17.3
NLR VanEck Vectors Uranium+Nuclear Energy ETF 0.2 61 -32 7.2 +0.8
EKAR Innovation Shares NextGen Vehicles & Technology ETF 0.2 95 -66 5.0 -1.4
BBH VanEck Vectors Biotech ETF 0.2 35 -6 4.1 -2.3
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.2 85 -56 2.9 -3.5
LOUP Innovator Loup Frontier Tech ETF 0.2 70 -41 4.4 -2.0
ADME Aptus Drawdown Managed Equity ETF 0.2 79 -50 3.7 -2.7
EDUT Global X Education ETF 0.2 50 -21 2.8 -3.6
SMH VanEck Vectors Semiconductor ETF 0.2 35 -6 5.4 -1.0
BNE Blue Horizon BNE ETF 0.2 87 -58 1.8 -4.6
PBD Invesco Global Clean Energy ETF 0.2 75 -46 -0.0 -6.4
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.2 35 -6 4.4 -2.0
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 0.2 60 -31 4.3 -2.0
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 0.2 58 -29 4.1 -2.3
BETZ Roundhill Sports Betting & iGaming ETF 0.2 75 -46 3.8 -2.6
QRMI Global X NASDAQ 100 Risk Managed Income ETF 0.2 60 -31 3.7 -2.7
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 0.2 60 -31 3.5 -2.9
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 -10 6.6 +0.2
QQQM Invesco NASDAQ 100 ETF 0.2 15 14 3.9 -2.5
QQQ Invesco QQQ Trust 0.2 20 9 3.9 -2.5
QTR Global X NASDAQ 100 Tail Risk ETF 0.2 60 -31 3.6 -2.8
HERO Global X Video Games & Esports ETF 0.2 50 -21 4.9 -1.5
HERU-GB Global X Video Games & Esports UCITS ETF 0.2 50 -21 4.3 -2.1
ESPO VanEck Vectors Video Gaming & eSports ETF 0.2 55 -26 3.8 -2.6
QCLR Global X NASDAQ 100 Collar 95-110 ETF 0.2 60 -31 3.6 -2.8
QYLD Global X NASDAQ 100 Covered Call ETF 0.2 60 -31 3.6 -2.8
NUSI Nationwide Risk-Managed Income ETF 0.2 68 -39 3.6 -2.8
WWOW Direxion World Without Waste ETF 0.2 50 -21 1.0 -5.4
INFR Legg Mason Global Infrastructure ETF 0.2 40 -11 5.6 -0.7
CRUZ Defiance Hotel Airline and Cruise ETF 0.2 45 -16 -1.4 -7.8
ALFA AlphaClone Alternative Alpha ETF 0.2 65 -36 0.5 -5.9
LIV Emles (a)Home ETF 0.2 49 -20 3.1 -3.3
REMX VanEck Vectors Rare Earth/Strategic Metals ETF 0.2 59 -30 1.5 -4.9
BUG Global X Cybersecurity ETF 0.2 50 -21 1.3 -5.1
WCBR WisdomTree Cybersecurity Fund 0.2 45 -16 0.6 -5.8
ACES ALPS Clean Energy ETF 0.2 55 -26 0.1 -6.3
SPXZ Morgan Creek - Exos SPAC Originated ETF 0.1 100 -71 -1.2 -7.5
SPAK Defiance Next Gen SPAC Derived ETF 0.1 45 -16 -1.8 -8.2
NIFE Direxion Fallen Knives ETF 0.1 50 -21 -3.2 -9.6
BSEA ETFMG Breakwave Sea Decarbonization Tech ETF 0.1 75 -46 2.1 -4.2
PSP Invesco Global Listed Private Equity ETF 0.1 158 -129 5.8 -0.6
BATT Amplify Advanced Battery Metals & Materials ETF 0.1 59 -30 2.1 -4.3
LIT Global X Lithium & Battery Tech ETF 0.1 75 -46 1.8 -4.5
MRAD SmartETFs Advertising & Marketing Technology ETF 0.1 68 -39 1.4 -5.0
GK AdvisorShares Gerber Kawasaki ETF 0.1 81 -52 2.5 -3.9
KOL VanEck Vectors Coal ETF 0.1 60 -31 0.0 -6.4
AVDE Avantis International Equity ETF 0.1 23 6 6.6 +0.2
MGK Vanguard Mega Cap Growth ETF 0.1 7 22 3.8 -2.6
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 9 6.2 -0.2
IWX iShares Russell Top 200 Value ETF 0.1 20 9 6.2 -0.2
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.0 36 -7 6.5 +0.1
IWL iShares Russell Top 200 ETF 0.0 15 14 4.6 -1.8
MGC Vanguard Mega Cap Index Fund 0.0 7 22 4.7 -1.7
ACSG Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 0.0 16 13 7.0 +0.6
IWY iShares Russell Top 200 Growth ETF 0.0 20 9 4.1 -2.3
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 31 -2 7.3 +0.9
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.0 49 -20 8.9 +2.5
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 4 25 6.2 -0.1

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

  2016 2017 2018 2019 2020 2021E 2022E
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
  2020 2021E 2022E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
Fidelity Small-Mid Factor ETF
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

OVERWEIGHT

Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 13.5 %
Divided by: Fwd. P/BV 2.0 x
Less: Expense ratio 29 bp
Equals: ALTAR Score 6.4 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.51 CATEGORY
AVERAGE
1.49
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

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

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

 

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