First Trust Capital Strength ETF
ALTAR
Score™		 6.5% info Recommen-
dation		 NEUTRAL
2022E    2023E
P/E
ratio		 17.8x P/Sales
ratio		 1.9x
P/BV
ratio		 3.7x Div.
yield		 1.9%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
First Trust Capital Strength ETF is an exchange-traded fund incorporated in the USA. The Fund seeks investment results that correspond to the price and yield of an equity index called The Capital Strength Index.

FUND BASICS
Category US Equities
Fund Sponsor First Trust Advisors LP
Website www.ftportfolios.com
Inception date Jul 06, 2006
Assets (mns) $8,190
Currency USD
Expense ratio 56 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian Bank of New York Mellon
Weighting Equal
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 51
Wgt avg mkt cap (mns) $140,221
Large cap (>$10bn) 100.0%
Mid cap ($2-10bn) 0.0%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
EXPEDITORS INTL WASH INC 2.4 %
ILLINOIS TOOL WORKS 2.2 %
MONDELEZ INTERNATIONAL INC-A 2.2 %
MERCK & CO. INC. 2.2 %
3M CO 2.1 %
COCA-COLA CO/THE 2.1 %
PEPSICO INC 2.1 %
AMPHENOL CORP-CL A 2.1 %
PACCAR INC 2.1 %
HOLOGIC INC 2.1 %
Total 21.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 97.9 %
BERMUDA 2.0 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-12.2% 1.1% 11.9% 13.3% 10.2%

Market Correlations
versus... Beta R-squared
S&P500 0.90 92%
MSCI EAFE 0.84 76%
MSCI Emg. Mkts. 0.61 47%

Technical Indicators
Recent close $73.10
30d moving avg. $75.94
Annualized volatility 17.6%
Short interest (ETF) 0.0%
Short interest (Underlying) 1.6%
Relative strength (RSI) 38

Liquidity measures
Avg. volume (thou.) 452
Turnover 0.4%
Bid/Ask (% of price) 0.04%
ADV underlying (mns) $26,275

Distributions


FINDING ALTERNATIVE FUNDS

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

Benchmark ticker: FTCS Expense: 56 bp ALTAR Score™: 6.5%


ALTERNATIVE ETFs BASED ON OVERLAP WITH FTCS
Ticker Fund
Name		 Overlap1
vs FTCS
(%)		 Expense
ratio
(bp)		 Savings
vs FTCS
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs FTCS
(%)
HUSV First Trust Horizon Managed Volatility Domestic ETF 41.3 70 -14 5.2 -1.3
OUSA O'Shares FTSE US Quality Dividend ETF 35.2 48 8 6.9 +0.4
MGV Vanguard Mega Cap Value ETF 31.5 7 49 7.3 +0.8
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 30.7 25 31 6.1 -0.5
FLLV Franklin Liberty U.S. Low Volatility ETF 30.1 29 27 5.9 -0.6
VIG Vanguard Dividend Appreciation Index Fund 29.2 6 50 6.3 -0.2
DGRW WisdomTree U.S. Quality Dividend Growth Fund 29.1 28 28 6.8 +0.2
MBOX Freedom Day Dividend ETF 29.0 39 17 7.8 +1.3
PFM Invesco Dividend Achievers ETF 28.3 53 3 6.1 -0.4
DGRO iShares Core Dividend Growth ETF 28.1 8 48 7.3 +0.8
LVOL American Century Low Volatility ETF 27.9 29 27 5.4 -1.1
VSDA VictoryShares Dividend Accelerator ETF 27.4 35 21 6.3 -0.2
IWX iShares Russell Top 200 Value ETF 27.2 20 36 7.0 +0.5
VTV Vanguard Value Index Fund 27.2 4 52 7.3 +0.8
JEPI JPMorgan Equity Premium Income ETF 27.0 35 21 5.5 -1.1
DURA VanEck Morningstar Durable Dividend ETF 27.0 29 27 7.2 +0.7
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 26.3 12 44 6.2 -0.3
RYH Invesco S&P 500 Equal Weight Health Care ETF 26.3 40 16 6.9 +0.4
DLN WisdomTree U.S. LargeCap Dividend Fund 26.1 28 28 6.7 +0.2
JHMH John Hancock Multifactor Healthcare ETF 25.8 40 16 6.9 +0.3
ILCV iShares Morningstar Value ETF 25.6 4 52 7.1 +0.6
CCOR Core Alternative ETF 25.4 109 -53 5.2 -1.4
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 25.1 60 -4 4.8 -1.8
DEF Invesco Defensive Equity ETF 25.0 53 3 6.0 -0.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 25.0 18 38 6.0 -0.5
USMV iShares Edge MSCI Min Vol USA ETF 24.9 15 41 5.8 -0.7
SPLV Invesco S&P 500 Low Volatility ETF 24.8 25 31 5.6 -0.9
ALTL Pacer Lunt Large Cap Alternator ETF 24.8 60 -4 5.2 -1.3
HEET Hartford Schroders ESG US Equity ETF 24.5 39 17 6.6 +0.1
VOOV Vanguard S&P 500 Value ETF 24.4 10 46 6.6 +0.1
EQWL Invesco Russell Top 200 Equal Weight ETF 24.4 25 31 7.0 +0.4
IVE iShares S&P 500 Value ETF 24.3 18 38 6.6 +0.0
SPGP Invesco S&P 500 GARP ETF 24.3 36 20 8.0 +1.5
SPYV SPDR Portfolio S&P 500 Value ETF 24.3 4 52 6.7 +0.2
XLV Health Care Select Sector SPDR Fund 24.2 10 46 7.7 +1.2
DTD WisdomTree U.S.Total Dividend Fund 24.2 28 28 6.9 +0.4
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 24.1 75 -19 5.5 -1.0
NULV Nuveen ESG Large-Cap Value ETF 23.9 25 31 7.1 +0.6
ACIO Aptus Collared Income Opportunity ETF 23.9 79 -23 5.2 -1.4
LGLV SPDR Russell 1000 Low Volatility ETF 23.7 12 44 5.5 -1.1
NOBL ProShares S&P 500 Dividend Aristocrats ETF 23.7 35 21 5.9 -0.6
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 23.7 60 -4 6.0 -0.5
LSLT Salt Low truBeta US Market ETF 23.7 60 -4 0.0 -6.5
GBLO Global Beta Low Beta ETF 23.6 29 27 7.4 +0.9
IYH iShares U.S. Healthcare ETF 23.6 43 13 6.8 +0.3
VHT Vanguard Health Care Index Fund 23.5 10 46 6.2 -0.3
FHLC Fidelity MSCI Health Care Index ETF 23.5 8 48 6.2 -0.4
FLQL Franklin LibertyQ U.S. Equity ETF 23.3 15 41 7.0 +0.5
IUSV iShares Core S&P U.S. Value ETF 23.2 4 52 6.8 +0.3
SCHD Schwab U.S. Dividend Equity ETF 23.2 6 50 8.5 +2.0
VYM Vanguard High Dividend Yield Index ETF 23.1 6 50 7.6 +1.0
FXH First Trust Health Care AlphaDEX Fund 23.0 61 -5 7.1 +0.6
SPXT ProShares S&P 500 Ex-Technology ETF 23.0 27 29 6.0 -0.5
SCHV Schwab U.S. Large-Cap Value ETF 22.8 4 52 7.1 +0.5
JQUA JPMorgan U.S. Quality Factor ETF 22.8 12 44 6.6 +0.0
QUS SPDR MSCI USA StrategicFactors ETF 22.8 15 41 6.4 -0.2
FQAL Fidelity Quality Factor ETF 22.7 29 27 6.7 +0.2
SPMV Invesco S&P 500 Minimum Variance ETF 22.6 10 46 5.6 -0.9
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 22.6 35 21 7.5 +1.0
ZECP Zacks Earnings Consistent Portfolio ETF 22.5 55 1 5.9 -0.6
ACVF American Conservative Values ETF 22.4 75 -19 5.2 -1.4
IXJ iShares Global Healthcare ETF 22.3 43 13 6.7 +0.1
ECOZ TrueMark ESG Active Opportunities ETF 22.2 58 -2 5.0 -1.6
HDV iShares Core High Dividend ETF 21.9 8 48 7.3 +0.8
PSET Principal Price Setters Index ETF 21.7 15 41 6.7 +0.2
FDRR Fidelity Dividend ETF for Rising Rates 21.7 29 27 7.6 +1.1
AUSF Global X Adaptive U.S. Factor ETF 21.7 27 29 7.4 +0.9
KVLE KFA Value Liner Dynamic Core Equity Index ETF 21.6 56 0 6.9 +0.4
IWL iShares Russell Top 200 ETF 21.6 15 41 5.8 -0.7
AILV Alpha Intelligent - Large Cap Value ETF 21.6 85 -29 6.1 -0.4
FDLO Fidelity Low Volatility Factor ETF 21.4 29 27 5.5 -1.0
FLV American Century Focused Large Cap Value ETF 21.4 42 14 6.8 +0.3
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 21.4 60 -4 5.6 -1.0
OEF iShares S&P 100 ETF 21.4 20 36 5.8 -0.8
VONV Vanguard Russell 1000 Value Index Fund 21.3 8 48 7.1 +0.5
IWD iShares Russell 1000 Value ETF 21.3 19 37 6.9 +0.4
REVS Columbia Research Enhanced Value ETF 21.2 19 37 8.2 +1.6
DIVB iShares U.S. Dividend & Buyback ETF 21.2 25 31 7.3 +0.8
QLV FlexShares US Quality Low Volatility Index Fund 21.1 22 34 5.5 -1.0
XLG Invesco S&P 500 Top 50 ETF 21.0 20 36 5.4 -1.1
TTAC TrimTabs US Free Cash Flow Quality ETF 20.9 59 -3 6.7 +0.2
MGC Vanguard Mega Cap Index Fund 20.8 7 49 5.9 -0.6
RECS Columbia Research Enhanced Core ETF 20.8 15 41 7.0 +0.4
EDOW First Trust Dow 30 Equal Weight ETF 20.7 50 6 6.8 +0.3
VSLU Applied Finance Valuation Large Cap ETF 20.7 49 7 7.2 +0.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 20.7 19 37 6.6 +0.1
BKLC BNY Mellon US Large Cap Core Equity ETF 20.6 0 56 5.9 -0.6
DJD Invesco Dow Jones Industrial Average Dividend ETF 20.5 7 49 8.6 +2.1
DUHP Dimensional US High Profitability ETF 20.5 22 34 7.7 +1.2
NULC Nuveen ESG Large-Cap ETF 20.3 20 36 5.9 -0.6
ADME Aptus Drawdown Managed Equity ETF 20.2 79 -23 4.8 -1.7
RAFE PIMCO RAFI ESG U.S. ETF 20.1 30 26 8.2 +1.7
IUS Invesco Strategic US ETF 20.0 19 37 6.8 +0.3
QVML Invesco S&P 500 QVM Multi-factor ETF 19.8 11 45 6.3 -0.2
DSTL Distillate US Fundamental Stability & Value ETF 19.7 39 17 6.9 +0.4
GSPY Gotham Enhanced 500 ETF 19.7 50 6 6.1 -0.4
WOMN Impact Shares YWCA Women's Empowerment ETF 19.5 75 -19 6.0 -0.5
DEIF Sterling Capital Diverse Multi-Manager Active ETF 19.5 65 -9 6.4 -0.1
CLRG IQ Chaikin U.S. Large Cap ETF 19.4 25 31 6.1 -0.4
EPS WisdomTree U.S. Earnings 500 Fund 19.4 8 48 7.4 +0.8
DYNF BlackRock U.S. Equity Factor Rotation ETF 19.4 30 26 6.8 +0.3
RBUS Nationwide Risk-Based U.S. Equity ETF 19.4 30 26 6.0 -0.5
MMTM SPDR S&P 1500 Momentum Tilt ETF 19.4 12 44 5.5 -1.0
AQGX AI Quality Growth ETF 19.3 97 -41 4.8 -1.7
JOET Virtus Terranova US Quality Momentum ETF 19.3 29 27 6.4 -0.1
SIXA 6 Meridian Mega Cap Equity ETF 19.2 86 -30 7.3 +0.8
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 19.2 75 -19 6.9 +0.4
SPXE ProShares S&P 500 Ex-Energy ETF 19.2 27 29 5.9 -0.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 19.2 30 26 7.0 +0.5
JAVA JPMorgan Active Value ETF 19.1 44 12 6.6 +0.1
RAYD Rayliant Quantitative Developed Market Equity ETF 19.0 80 -24 8.9 +2.4
NUDV Nuveen ESG Dividend ETF 19.0 25 31 7.2 +0.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 19.0 20 36 5.9 -0.6
RWL Invesco S&P 500 Revenue ETF 18.8 39 17 6.7 +0.2
SUSL iShares ESG MSCI USA Leaders ETF 18.8 10 46 5.9 -0.6
YLDE ClearBridge Dividend Strategy ESG ETF 18.8 60 -4 5.8 -0.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 18.8 10 46 6.0 -0.6
TMDV ProShares Russell US Dividend Growers ETF 18.7 36 20 5.9 -0.7
EQUL IQ Engender Equality ETF 18.7 45 11 7.3 +0.8
PWV Invesco Dynamic Large Cap Value ETF 18.7 58 -2 7.3 +0.8
ESG FlexShares STOXX US ESG Impact Index Fund 18.5 32 24 5.8 -0.7
DJIA Global X Dow 30 Covered Call ETF 18.5 60 -4 6.0 -0.5
DIA SPDR Dow Jones Industrial Average ETF Trust 18.5 16 40 6.6 +0.1
SPQQ Siren Large Cap Blend Index ETF 18.5 20 36 0.0 -6.5
SIXH 6 Meridian Hedged Equity-Index Option Strategy ETF 18.5 87 -31 7.0 +0.5
XVOL Acruence Active Hedge U.S. Equity ETF 18.5 83 -27 5.2 -1.3
PZLD Puzzle Divdend Leaders 18.4 10 46 7.0 +0.5
IVV iShares Core S&P 500 ETF 18.4 3 53 6.0 -0.5
PBP Invesco S&P 500 BuyWrite ETF 18.3 49 7 5.5 -1.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 18.3 75 -19 5.6 -1.0
SPY SPDR S&P 500 ETF Trust 18.3 9 47 5.9 -0.6
SPLG SPDR Portfolio S&P 500 ETF 18.3 3 53 6.0 -0.5
XYLG Global X S&P 500 Covered Call & Growth ETF 18.3 60 -4 5.4 -1.1
HKND Humankind US Stock ETF 18.3 11 45 6.8 +0.3
VOO VANGUARD S&P 500 ETF 18.3 3 53 6.0 -0.5
VOTE Engine No. 1 Transform 500 ETF 18.2 5 51 5.9 -0.7
RFFC RiverFront Dynamic US Flex-Cap ETF 18.2 52 4 5.6 -1.0
FNDX Schwab Fundamental U.S. Large Co. Index ETF 18.1 25 31 7.1 +0.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 18.0 25 31 6.5 -0.1
XLI Industrial Select Sector SPDR Fund 18.0 10 46 5.8 -0.7
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 18.0 49 7 6.4 -0.1
ROUS Hartford Multifactor US Equity ETF 18.0 19 37 7.3 +0.8
JCTR JPMorgan Carbon Transition U.S. Equity ETF 18.0 15 41 6.0 -0.5
FBCV Fidelity Blue Chip Value ETF 17.9 59 -3 6.9 +0.4
IQSU IQ Candriam ESG US Equity ETF 17.8 9 47 5.9 -0.7
VV Vanguard Large-Cap Index Fund 17.8 4 52 5.8 -0.7
XTR Global X S&P 500 Tail Risk ETF 17.8 60 -4 5.6 -0.9
NACP Impact Shares NAACP Minority Empowerment ETF 17.8 49 7 5.9 -0.6
SPXN ProShares S&P 500 Ex-Financials ETF 17.8 27 29 5.6 -0.9
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 17.7 20 36 6.5 -0.0
DSI iShares MSCI KLD 400 Social ETF 17.7 25 31 5.9 -0.6
UVDV UVA Dividend Value ETF 17.6 80 -24 6.7 +0.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 17.5 2 54 5.9 -0.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 17.5 7 49 5.9 -0.7
XRMI Global X S&P 500 Risk Managed Income ETF 17.5 60 -4 5.4 -1.2
IEIH iShares Evolved U.S. Innovative Healthcare ETF 17.4 18 38 4.9 -1.7
FCPI Fidelity Stocks for Inflation ETF 17.4 29 27 8.7 +2.2
QDF FlexShares Quality Dividend Index Fund 17.3 37 19 7.1 +0.6
XCLR Global X S&P 500 Collar 95-110 ETF 17.3 60 -4 5.4 -1.1
SPMO Invesco S&P 500 Momentum ETF 17.3 13 43 5.7 -0.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 17.2 20 36 5.9 -0.7
PBUS Invesco PureBeta MSCI USA ETF 17.2 4 52 5.9 -0.6
DHS WisdomTree U.S. High Dividend Fund 17.2 38 18 7.6 +1.1
SCHX Schwab U.S. Large-Cap ETF 17.1 3 53 5.9 -0.6
EFIV SPDR S&P 500 ESG ETF 17.1 10 46 5.9 -0.6
XOUT GraniteShares XOUT U.S. Large Cap ETF 17.1 60 -4 5.4 -1.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 17.1 35 21 5.7 -0.8
ILCB iShares Morningstar U.S. Equity ETF 17.0 3 53 5.9 -0.6
QDEF FlexShares Quality Dividend Defensive Index Fund 17.0 37 19 6.7 +0.2
DFUS Dimensional U.S. Equity ETF 17.0 11 45 5.9 -0.6
FNDB Schwab Fundamental U.S. Broad Market Index ETF 16.9 25 31 7.0 +0.5
VONE Vanguard Russell 1000 ETF 16.8 8 48 5.9 -0.6
SPTM SPDR Portfolio Total Stock Market ETF 16.8 3 53 6.1 -0.4
IWB iShares Russell 1000 ETF 16.8 15 41 5.9 -0.7
PRF Invesco FTSE RAFI US 1000 ETF 16.8 39 17 7.2 +0.7
XVV iShares ESG Screened S&P 500 ETF 16.8 8 48 6.0 -0.5
IYJ iShares U.S. Industrials ETF 16.7 42 14 6.1 -0.4
MOTE VanEck Morningstar ESG Moat ETF 16.7 49 7 6.0 -0.5
VFMV Vanguard U.S. Minimum Volatility ETF 16.7 13 43 5.9 -0.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 16.7 60 -4 6.8 +0.3
VDNI V-Shares US Leadership Diversity ETF 16.7 29 27 6.2 -0.4
LGBT LGBTQ + ESG100 ETF 16.7 75 -19 5.0 -1.5
SCHK Schwab 1000 Index ETF 16.6 5 51 5.9 -0.6
QUAL iShares MSCI Usa Quality Factor ETF 16.6 15 41 6.1 -0.4
IYY iShares Dow Jones U.S. ETF 16.4 20 36 5.7 -0.8
FIDU Fidelity MSCI Industrials Index ETF 16.4 8 48 6.1 -0.5
DEW WisdomTree Global High Dividend Fund 16.3 58 -2 8.2 +1.7
FVAL Fidelity Value Factor ETF 16.3 29 27 8.9 +2.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 16.3 38 18 6.6 +0.1
SDEP SFP Core Equity Strategy 16.2 0 56 7.2 +0.7
VIS Vanguard Industrials Index Fund 16.2 10 46 5.7 -0.9
RFDA RiverFront Dynamic US Dividend Advantage ETF 16.0 52 4 8.1 +1.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 16.0 15 41 6.1 -0.5
SNPE Xtrackers S&P 500 ESG ETF 16.0 10 46 5.9 -0.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 16.0 49 7 5.2 -1.3
KLCD KFA Large Cap Quality Dividend Index ETF 16.0 42 14 6.2 -0.4
JHMI John Hancock Multifactor Industrials ETF 16.0 40 16 6.8 +0.3
AVLV Avantis U.S. Large Cap Value ETF 16.0 15 41 8.4 +1.9
APXH Apex Healthcare ETF 16.0 90 -34 8.4 +1.9
FTC First Trust Large Cap Growth AlphaDEX Fund 15.9 60 -4 5.2 -1.3
IWV iShares Russell 3000 ETF 15.8 20 36 5.5 -1.0
LRND IQ U.S. Large Cap R&D Leaders ETF 15.8 14 42 7.4 +0.9
VTHR Vanguard Russell 3000 Index Fund 15.8 10 46 5.6 -0.9
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 15.7 35 21 7.6 +1.1
SCHB Schwab U.S. Broad Market ETF 15.7 3 53 5.8 -0.7
HLAL Wahed FTSE USA Shariah ETF 15.6 50 6 5.3 -1.2
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 15.6 15 41 5.8 -0.7
ITOT iShares Core S&P Total U.S. Stock Market ETF 15.6 3 53 5.6 -0.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 15.6 9 47 6.3 -0.2
VTI Vanguard Total Stock Market Index Fund 15.5 3 53 5.5 -1.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 15.5 14 42 5.9 -0.6
ESGU iShares MSCI USA ESG Optimized ETF 15.5 15 41 5.8 -0.7
DFAU Dimensional US Core Equity Market ETF 15.4 12 44 6.2 -0.4
VLU SPDR S&P 1500 Value Tilt ETF 15.4 12 44 7.8 +1.3
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 15.3 17 39 6.2 -0.4
QWLD SPDR MSCI World StrategicFactors ETF 15.3 30 26 6.2 -0.3
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 15.3 35 21 7.6 +1.1
VIRS Pacer BioThreat Strategy ETF 15.2 70 -14 7.0 +0.4
QLC FlexShares US Quality Large Cap Index Fund 15.0 32 24 6.6 +0.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 14.8 65 -9 3.9 -2.6
MOAT VanEck Morningstar Wide Moat ETF 14.8 47 9 6.4 -0.1
SAMT Strategas Macro Thematic Opportunities ETF 14.8 65 -9 3.3 -3.2
USXF iShares ESG Advanced MSCI USA ETF 14.7 10 46 5.9 -0.6
AFLG First Trust Active Factor Large Cap ETF 14.7 55 1 7.0 +0.5
LVHD Legg Mason Low Volatility High Dividend ETF 14.7 27 29 7.3 +0.8
JHML John Hancock Multifactor Large Cap ETF 14.6 29 27 6.2 -0.3
BMED BlackRock Future Health ETF 14.5 85 -29 2.0 -4.5
IEHS iShares Evolved U.S. Healthcare Staples ETF 14.4 18 38 5.9 -0.6
DIVS SmartETFs Dividend Builder ETF 14.4 65 -9 5.8 -0.7
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 14.4 30 26 7.5 +0.9
RGI Invesco S&P 500 Equal Weight Industrials ETF 14.4 40 16 4.3 -2.2
IEFN iShares Evolved U.S. Financials ETF 14.4 18 38 9.1 +2.6
QDYN FlexShares Quality Dividend Dynamic Index Fund 14.4 37 19 7.6 +1.1
RHS Invesco S&P 500 Equal Weight Consumer Staples ETF 14.4 40 16 5.6 -1.0
VDC Vanguard Consumer Staples Index Fund 14.4 10 46 5.2 -1.3
FSTA Fidelity MSCI Consumer Staples Index ETF 14.4 8 48 5.2 -1.3
XLP Consumer Staples Select Sector SPDR Fund 14.4 10 46 5.1 -1.4
KXI iShares Global Consumer Staples ETF 14.4 43 13 4.8 -1.7
HLGE Hartford Longevity Economy ETF 14.2 44 12 8.0 +1.4
WDNA WisdomTree BioRevolution Fund 14.2 45 11 -4.1 -10.6
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 14.2 69 -13 6.5 +0.0
ACWV iShares MSCI Global Min Vol Factor ETF 14.2 20 36 5.7 -0.8
SUSA iShares MSCI USA ESG Select ETF 14.2 25 31 5.8 -0.7
RYF Invesco S&P 500 Equal Weight Financials ETF 14.1 40 16 8.8 +2.3
VALQ American Century STOXX U.S. Quality Value ETF 14.1 29 27 8.9 +2.4
QDIV Global X S&P 500 Quality Dividend ETF 14.1 20 36 8.0 +1.4
FTXH First Trust Nasdaq Pharmaceuticals ETF 14.1 60 -4 11.5 +5.0
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 14.1 58 -2 5.5 -1.1
DIVO Amplify YieldShares CWP Dividend & Option Income ETF 14.0 55 1 6.0 -0.5
SPHQ Invesco S&P 500 Quality ETF 14.0 15 41 6.9 +0.4
SDOG ALPS Sector Dividend Dogs ETF 14.0 40 16 8.7 +2.2
MXDU Nationwide Maximum Diversification US Core Equity ETF 14.0 34 22 5.7 -0.8
STLV iShares Factors US Value Style ETF 13.9 25 31 8.8 +2.3
FUNL CornerCap Fundametrics Large-Cap ETF 13.9 50 6 8.0 +1.5
DIVZ TrueShares Low Volatility Equity Income ETF 13.9 65 -9 7.4 +0.9
AVDG AVDR US LargeCap ESG ETF 13.9 60 -4 5.6 -0.9
ESGV Vanguard ESG U.S. Stock ETF 13.8 9 47 6.0 -0.5
CFA VictoryShares US 500 Volatility Weighted Index ETF 13.8 35 21 6.5 -0.0
IOO iShares Global 100 ETF 13.8 40 16 5.8 -0.7
FDMO Fidelity Momentum Factor ETF 13.7 29 27 5.1 -1.5
PTH Invesco DWA Healthcare Momentum ETF 13.6 60 -4 2.2 -4.4
FLRG Fidelity U.S. Multifactor ETF 13.5 29 27 7.7 +1.2
SDY SPDR S&P Dividend ETF 13.5 35 21 6.3 -0.2
EXI iShares Global Industrials ETF 13.5 43 13 5.4 -1.1
KRMA Global X Conscious Companies ETF 13.4 43 13 6.2 -0.4
BTHM BlackRock Future U.S. Themes ETF 13.4 60 -4 6.0 -0.5
SFY SoFi Select 500 ETF 13.4 0 56 5.9 -0.6
IVLC Invesco US Large Cap Core ESG ETF 13.3 48 8 5.7 -0.8
AVUS Avantis U.S. Equity ETF 13.3 15 41 6.8 +0.3
SHE SPDR SSGA Gender Diversity Index ETF 13.2 20 36 5.8 -0.8
NZUS SPDR MSCI USA Climate Paris Aligned ETF 13.2 10 46 5.7 -0.8
AVDR AVDR US LargeCap Leading ETF 13.1 60 -4 5.9 -0.6
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 13.0 25 31 6.3 -0.2
DFAC Dimensional U.S. Core Equity 2 ETF 13.0 19 37 6.6 +0.1
CGDV Capital Group Dividend Value ETF 12.9 33 23 6.1 -0.4
RNDV US Equity Dividend Select ETF 12.9 50 6 8.1 +1.6
PINK Simplify Health Care ETF 12.8 50 6 4.7 -1.8
IYF iShares U.S. Financials ETF 12.8 42 14 8.3 +1.8
RESP WisdomTree US ESG Fund of Benef Interest 12.8 28 28 7.2 +0.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 12.8 10 46 5.6 -1.0
SDGA Impact Shares Sustainable Development Goals Global ETF 12.8 75 -19 6.6 +0.1
JMIN JPMorgan U.S. Minimum Volatility ETF 12.8 12 44 5.9 -0.6
CATH Global X S&P 500 Catholic Values Custom ETF 12.7 29 27 5.7 -0.9
SPXV ProShares S&P 500 Ex-Health Care ETF 12.7 27 29 5.6 -0.9
TOK iShares MSCI Kokusai ETF 12.6 25 31 5.9 -0.7
KOKU Xtrackers MSCI Kokusai Equity ETF 12.6 9 47 6.0 -0.5
FEX First Trust Large Cap Core AlphaDEX Fund 12.5 59 -3 7.5 +1.0
TMFE Motley Fool Capital Efficiency 100 Index ETF 12.5 50 6 5.6 -0.9
JHMS John Hancock Multifactor Consumer Staples ETF 12.4 40 16 5.3 -1.2
QQQ Invesco QQQ Trust 12.3 20 36 5.5 -1.0
JVAL JPMorgan U.S. Value Factor ETF 12.3 12 44 8.8 +2.2
QQQM Invesco NASDAQ 100 ETF 12.3 15 41 5.6 -0.9
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 12.3 60 -4 5.1 -1.4
QYLD Global X NASDAQ 100 Covered Call ETF 12.3 60 -4 5.1 -1.4
OALC OneAscent Large Cap Core ETF 12.3 76 -20 6.1 -0.4
VFMF Vanguard U.S. Multifactor ETF 12.3 19 37 9.1 +2.6
PPH VanEck Pharmaceutical ETF 12.2 35 21 9.4 +2.9
RNLC Large Cap US Equity Select ETF 12.2 60 -4 6.8 +0.2
PJP Invesco Dynamic Pharmaceuticals ETF 12.2 58 -2 8.6 +2.0
KONG Formidable Fortress ETF 12.1 89 -33 6.0 -0.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 12.1 20 36 7.2 +0.7
JHMF John Hancock Multifactor Financials ETF 12.0 40 16 8.5 +2.0
QQMG Invesco ESG NASDAQ 100 ETF 12.0 20 36 5.8 -0.7
XLF Financial Select Sector SPDR Fund 12.0 10 46 8.5 +1.9
FDWM Fidelity Women's Leadership ETF 12.0 59 -3 6.0 -0.5
KIE SPDR S&P Insurance ETF 11.9 35 21 8.4 +1.9
GCOW Pacer Global High Dividend ETF 11.9 60 -4 9.6 +3.1
QTR Global X NASDAQ 100 Tail Risk ETF 11.8 60 -4 5.1 -1.4
URTH iShares MSCI World ETF 11.8 24 32 5.9 -0.6
HART IQ Healthy Hearts ETF 11.8 45 11 5.2 -1.4
MKEM Meakem Value and Inflation Screen 11.8 10 46 5.4 -1.1
IYK iShares U.S. Consumer Goods ETF 11.7 43 13 5.2 -1.3
RDVY First Trust Rising Dividend Achievers ETF 11.7 50 6 9.0 +2.5
FVD First Trust Value Line Dividend Index Fund 11.6 70 -14 5.9 -0.6
IWY iShares Russell Top 200 Growth ETF 11.6 20 36 5.7 -0.8
BAD B.A.D. ETF 11.6 75 -19 3.0 -3.6
IECS iShares Evolved U.S. Consumer Staples ETF 11.6 18 38 5.3 -1.2
IUSA Amberwave Invest USA JSG Fund 11.6 67 -11 6.4 -0.2
GFGF Guru Favorite Stocks ETF 11.6 65 -9 6.6 +0.1
VFH Vanguard Financials Index Fund 11.6 10 46 8.9 +2.4
SPDV AAM S&P 500 High Dividend Value ETF 11.6 29 27 8.9 +2.3
FSST Fidelity Sustainability U.S. Equity ETF 11.6 59 -3 5.9 -0.7
JMOM JPMorgan U.S. Momentum Factor ETF 11.5 12 44 5.8 -0.7
FMIL Fidelity New Millennium ETF 11.5 59 -3 6.7 +0.2
FNCL Fidelity MSCI Financials Index ETF 11.5 8 48 8.9 +2.4
QRMI Global X NASDAQ 100 Risk Managed Income ETF 11.4 60 -4 4.9 -1.6
QCLR Global X NASDAQ 100 Collar 95-110 ETF 11.4 60 -4 4.9 -1.6
NUSI Nationwide Risk-Managed Income ETF 11.4 68 -12 4.8 -1.7
TMFC Motley Fool 100 Index ETF 11.3 50 6 4.6 -1.9
AGNG Global X Aging Population ETF 11.3 50 6 3.9 -2.7
JDIV JPMorgan U.S. Dividend ETF 11.2 12 44 7.7 +1.2
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 11.1 45 11 5.8 -0.7
VEGN US Vegan Climate ETF 11.0 60 -4 5.6 -0.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 11.0 20 36 6.2 -0.3
USMF WisdomTree U.S. Multifactor Fund 10.9 28 28 8.5 +2.0
WRND IQ Global Equity R&D Leaders ETF 10.8 18 38 7.5 +1.0
SSPY Syntax Stratified LargeCap ETF 10.7 30 26 6.4 -0.2
ESGG FlexShares STOXX Global ESG Impact Index Fund 10.7 42 14 5.9 -0.7
VFQY Vanguard U.S. Quality Factor ETF 10.6 13 43 8.0 +1.4
TPHD Timothy Plan High Dividend Stock ETF 10.6 52 4 6.1 -0.5
VLUE iShares MSCI USA Value Factor ETF 10.6 15 41 11.5 +5.0
ACWI iShares MSCI ACWI ETF 10.5 32 24 6.1 -0.4
CGUS Capital Group Core Equity ETF 10.5 33 23 6.1 -0.5
DGT SPDR Global Dow ETF 10.5 50 6 7.5 +1.0
PDP Invesco DWA Momentum ETF 10.5 62 -6 5.0 -1.5
VFLQ Vanguard U.S. Liquidity Factor ETF 10.3 13 43 1.9 -4.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 10.3 18 38 7.4 +0.9
TPHE Timothy Plan High Dividend Stock Enhanced ETF 10.3 52 4 5.9 -0.7
IWF iShares Russell 1000 Growth ETF 10.2 19 37 5.4 -1.1
VONG Vanguard Russell 1000 Growth Index Fund 10.2 8 48 5.5 -1.0
MOTG VanEck Morningstar Global Wide Moat ETF 10.1 52 4 6.5 -0.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 10.1 9 47 6.1 -0.4
FTA First Trust Large Cap Value AlphaDEX Fund 10.0 60 -4 9.4 +2.9
NZRO Strategy Shares Halt Climate Change ETF 10.0 95 -39 1.9 -4.7
MBCC Monarch Blue Chips Core ETF 10.0 125 -69 3.8 -2.7
IAK iShares U.S. Insurance ETF 9.9 42 14 7.9 +1.3
RSP Invesco S&P 500 Equal Weight ETF 9.9 20 36 6.2 -0.3
GBDV Global Beta Smart Income ETF 9.9 29 27 8.7 +2.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 9.8 9 47 5.7 -0.8
EGIS 2nd Vote Society Defended ETF 9.8 75 -19 6.8 +0.3
VOOG Vanguard S&P 500 Growth ETF 9.8 10 46 5.6 -0.9
IVW iShares S&P 500 Growth ETF 9.8 18 38 5.5 -1.0
SPYG SPDR Portfolio S&P 500 Growth ETF 9.8 4 52 5.7 -0.8
XPND First Trust Expanded Technology ETF 9.8 65 -9 5.7 -0.8
WKLY SoFi Weekly Dividend ETF 9.8 49 7 7.5 +1.0
DBLV AdvisorShares DoubleLine Value Equity ETF 9.7 91 -35 6.3 -0.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 9.6 12 44 5.9 -0.7
LEAD Siren DIVCON Leaders Dividend ETF 9.6 43 13 7.7 +1.2
HTEC ROBO Global Healthcare Technology & Innovation ETF 9.5 68 -12 0.5 -6.0
MAGA Point Bridge GOP Stock Tracker ETF 9.5 72 -16 5.5 -1.0
TPLC Timothy Plan US Large Cap Core ETF 9.5 52 4 5.9 -0.7
VNSE Natixis Vaughan Nelson Select ETF 9.5 80 -24 3.7 -2.9
FDVV Fidelity Core Dividend ETF 9.5 29 27 7.2 +0.7
VFMO Vanguard U.S. Momentum Factor ETF 9.4 13 43 6.0 -0.5
PY Principal Shareholder Yield Index ETF 9.4 15 41 10.4 +3.9
CWS AdvisorShares Focused Equity ETF 9.4 66 -10 5.8 -0.7
VT Vanguard Total World Stock ETF 9.3 8 48 6.3 -0.2
LYFE 2nd Vote Life Neutral Plus ETF 9.3 75 -19 7.3 +0.8
NULG Nuveen ESG Large-Cap Growth ETF 9.3 25 31 4.7 -1.8
SIZE iShares MSCI USA Size Factor ETF 9.3 15 41 6.2 -0.3
IUSG iShares Core S&P US Growth ETF 9.3 4 52 5.7 -0.8
XDNA Strategic CRISPR & Gene Editing Technology ETF 9.2 78 -22 -5.3 -11.8
EUSA iShares MSCI USA Equal Weighted ETF 9.1 9 47 6.0 -0.5
WTV WisdomTree US Value Fund 9.1 12 44 8.9 +2.4
SAGP Strategas Global Policy Opportunities ETF 9.1 65 -9 7.1 +0.6
FXG First Trust Consumer Staples AlphaDEX Fund 9.0 63 -7 6.6 +0.0
SXQG 6 Meridian Quality Growth ETF 8.9 100 -44 5.2 -1.4
BKUS BNY Mellon Sustainable US Equity ETF 8.9 60 -4 5.2 -1.3
DFND Siren DIVCON Dividend Defender ETF 8.9 150 -94 6.6 +0.1
FTHI First Trust High Income ETF 8.7 85 -29 5.9 -0.6
HELX Franklin Genomic Advancements ETF 8.6 50 6 4.3 -2.2
FTXR First Trust Nasdaq Transportation ETF 8.6 60 -4 5.6 -0.9
ITAN Sparkline Intangible Value ETF 8.6 50 6 7.0 +0.5
ANEW ProShares MSCI Transformational Changes ETF 8.5 45 11 4.0 -2.5
WLDR Affinity World Leaders Equity ETF 8.5 67 -11 9.0 +2.5
FDL First Trust Morningstar Dividend Leaders Index Fund 8.4 45 11 8.4 +1.9
COWZ Pacer US Cash Cows 100 ETF 8.4 49 7 10.8 +4.3
AILG Alpha Intelligent - Large Cap Growth ETF 8.4 85 -29 4.1 -2.5
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 8.3 17 39 7.6 +1.0
SIXL 6 Meridian Low Beta Equity Strategy ETF 8.3 88 -32 5.8 -0.7
CACG ClearBridge All Cap Growth ETF 8.3 53 3 4.3 -2.2
IHE iShares U.S. Pharmaceuticals ETF 8.2 42 14 6.8 +0.2
XPH SPDR S&P Pharmaceuticals ETF 8.2 35 21 3.5 -3.1
LRGF iShares Edge MSCI Multifactor USA ETF 8.2 20 36 8.2 +1.7
ROKT SPDR S&P Kensho Final Frontiers ETF 8.2 45 11 3.8 -2.7
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 8.1 50 6 3.1 -3.4
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 8.1 64 -8 8.5 +2.0
KBWP Invesco KBW Property & Casualty Insurance ETF 8.0 35 21 6.6 +0.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 8.0 63 -7 4.5 -2.0
PWB Invesco Dynamic Large Cap Growth ETF 8.0 56 0 4.6 -1.9
ZIG The Acquirers Fund 8.0 89 -33 12.5 +6.0
SPYD SPDR S&P 500 High Dividend ETF 8.0 7 49 7.9 +1.4
GERM ETFMG Treatments Testing and Advancements ETF 8.0 68 -12 -103.2 -109.7
ONEV SPDR Russell 1000 Low Volatility Focus ETF 8.0 20 36 7.1 +0.6
TDV ProShares S&P Technology Dividend Aristocrats ETF 8.0 46 10 6.5 0.0
IXG iShares Global Financials ETF 7.9 43 13 9.4 +2.8
HVAL ALPS Hillman Active Value ETF 7.9 55 1 7.3 +0.7
LRGE ClearBridge Large Cap Growth ESG ETF 7.9 59 -3 4.3 -2.3
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 7.8 75 -19 6.2 -0.3
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 7.7 21 35 3.9 -2.6
PEY Invesco High Yield Equity Dividend Achievers ETF 7.7 53 3 7.9 +1.3
BBH VanEck Biotech ETF 7.7 35 21 6.0 -0.5
PBE Invesco Dynamic Biotechnology & Genome ETF 7.7 59 -3 2.7 -3.9
FBT First Trust NYSE Arca Biotechnology Index Fund 7.7 55 1 0.7 -5.9
BBP BioShares Biotechnology Products Fund 7.7 79 -23 -5.8 -12.3
CGGR Capital Group Growth ETF 7.6 39 17 4.6 -2.0
ACSI American Customer Satisfaction Core Alpha ETF 7.5 66 -10 4.9 -1.6
IBBQ Invesco Nasdaq Biotechnology ETF 7.5 0 56 0.1 -6.5
NTZO Impact Shares MSCI Global Climate Select ETF 7.5 30 26 5.8 -0.7
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 7.5 20 36 8.7 +2.2
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 7.5 29 27 7.7 +1.2
IBB iShares NASDAQ Biotechnology ETF 7.5 45 11 0.2 -6.4
SUBS Fount Subscription Economy ETF 7.4 70 -14 4.9 -1.6
SPVM Invesco S&P 500 Value with Momentum ETF 7.4 39 17 8.7 +2.2
RPV Invesco S&P 500 Pure Value ETF 7.3 35 21 9.1 +2.6
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 7.3 35 21 7.0 +0.5
SCHG Schwab U.S. Large-Cap Growth ETF 7.3 4 52 4.6 -1.9
SPVU Invesco S&P 500 Enhanced Value ETF 7.0 13 43 10.1 +3.5
GURU Global X Guru Index ETF 7.0 75 -19 1.4 -5.2
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 6.9 69 -13 7.2 +0.7
XHS SPDR S&P Health Care Services ETF 6.9 35 21 3.4 -3.1
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 6.9 68 -12 4.1 -2.5
QGRO American Century STOXX U.S. Quality Growth ETF 6.9 29 27 7.6 +1.1
ACWF iShares MSCI Global Multifactor ETF 6.8 35 21 9.2 +2.7
FXO First Trust Financials AlphaDEX Fund 6.7 62 -6 10.5 +4.0
BFOR Barron's 400 ETF 6.7 70 -14 8.6 +2.1
WGRO WisdomTree U.S. Growth & Momentum Fund 6.6 55 1 7.1 +0.6
JOYY Infusive Compounding Global Equities ETF 6.5 51 5 4.1 -2.5
PBJ Invesco Dynamic Food & Beverage ETF 6.5 63 -7 5.8 -0.7
FTXG First Trust Nasdaq Food & Beverage ETF 6.5 60 -4 5.5 -1.0
IYT iShares Transportation Average ETF 6.5 42 14 2.9 -3.7
XTN SPDR S&P Transportation ETF 6.4 35 21 1.1 -5.5
RYT Invesco S&P 500 Equal Weight Technology ETF 6.4 40 16 6.5 -0.1
KCE SPDR S&P Capital Markets ETF 6.4 35 21 10.9 +4.4
XT iShares Exponential Technologies ETF 6.4 46 10 4.3 -2.3
CGGO Capital Group Global Growth Equity ETF 6.4 47 9 4.3 -2.2
BOUT Innovator IBD Breakout Opportunities ETF 6.4 84 -28 5.9 -0.6
PSL Invesco DWA Consumer Staples Momentum ETF 6.4 60 -4 5.8 -0.7
RDIV Invesco S&P Ultra Dividend Revenue ETF 6.4 39 17 9.1 +2.6
ONEY SPDR Russell 1000 Yield Focus ETF 6.3 20 36 8.4 +1.9
FITE SPDR Kensho Future Security ETF 6.3 45 11 3.5 -3.1
ABEQ Absolute Core Strategy ETF 6.2 85 -29 4.6 -2.0
CNCR Loncar Cancer Immunotherapy ETF 6.1 79 -23 -4.9 -11.4
SDEI Sound Equity Income ETF 6.1 45 11 9.5 +3.0
RUFF Alpha Dog ETF 6.1 90 -34 4.8 -1.8
SFYF SoFi 50 ETF 6.1 29 27 -2.4 -8.9
ONEO SPDR Russell 1000 Momentum Focus ETF 6.1 20 36 8.0 +1.5
MDEV First Trust Indxx Medical Devices ETF 6.1 70 -14 3.4 -3.2
STLG iShares Factors US Growth Style ETF 6.1 25 31 7.9 +1.4
VUG Vanguard Growth Index Fund 6.1 4 52 4.9 -1.6
DVY iShares Select Dividend ETF 6.1 39 17 8.3 +1.8
QQQN VictoryShares Nasdaq Next 50 ETF 6.1 18 38 6.1 -0.4
ESGS Columbia Sustainable U.S. Equity Income ETF 6.1 35 21 8.7 +2.2
SNSR Global X Internet of Things Thematic ETF 6.1 68 -12 5.1 -1.5
DIV Global X SuperDividend US ETF 6.1 45 11 6.0 -0.5
FEDX Emles Federal Contractors ETF 6.0 60 -4 7.8 +1.2
PPA Invesco Aerospace & Defense ETF 6.0 61 -5 5.0 -1.5
UBCB UBC Algorithmic Fundamentals ETF 6.0 75 -19 4.4 -2.1
UGCE Uncommon Portfolio Design Core Equity ETF 6.0 65 -9 6.4 -0.1
EQOP Natixis U.S. Equity Opportunities ETF 6.0 90 -34 6.0 -0.5
PRN Invesco DWA Industrials Momentum ETF 5.9 60 -4 6.4 -0.1
MGK Vanguard Mega Cap Growth ETF 5.9 7 49 5.1 -1.4
LEGR First Trust Indxx Innovative Transaction & Process ETF 5.9 65 -9 10.2 +3.7
PAVE Global X U.S. Infrastructure Development ETF 5.9 47 9 7.2 +0.7
LIV Emles (a)Home ETF 5.9 49 7 5.1 -1.4
FFTY Innovator IBD 50 ETF 5.8 80 -24 7.0 +0.5
IHF iShares U.S. Healthcare Providers ETF 5.8 42 14 6.2 -0.3
IEDI iShares Evolved U.S. Discretionary Spending ETF 5.8 18 38 4.9 -1.6
IHI iShares U.S. Medical Devices ETF 5.8 41 15 4.2 -2.3
XBI SPDR S&P BIOTECH ETF 5.8 35 21 -7.2 -13.8
ISHP First Trust S-Network E-Commerce ETF 5.8 60 -4 4.1 -2.5
GCIG Genuine Investors ETF 5.8 100 -44 5.7 -0.8
MTUM iShares MSCI USA Momentum Factor ETF 5.8 15 41 5.4 -1.2
GVIP Goldman Sachs Hedge Industry VIP ETF 5.7 45 11 5.8 -0.7
LSAF LeaderShares AlphaFactor US Core Equity ETF 5.7 75 -19 8.8 +2.3
BIBL Inspire ETF 5.6 35 21 5.5 -1.1
ILCG iShares Morningstar Growth ETF 5.6 4 52 4.5 -2.0
RTH VanEck Retail ETF 5.5 35 21 6.1 -0.4
PAWZ ProShares Pet Care ETF 5.5 50 6 3.4 -3.1
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF 5.5 58 -2 3.8 -2.8
PFI Invesco DWA Financial Momentum ETF 5.4 60 -4 5.6 -0.9
SDG iShares Sustainable MSCI Global Impact ETF 5.4 49 7 8.6 +2.1
FDG American Century Focused Dynamic Growth ETF 5.4 45 11 3.2 -3.4
RPG Invesco S&P 500 Pure Growth ETF 5.4 35 21 6.8 +0.3
IYG iShares US Financial Services ETF 5.3 42 14 8.3 +1.8
JSTC Adasina Social Justice All Cap Global ETF 5.3 89 -33 6.4 -0.1
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 5.2 60 -4 2.1 -4.5
ARKG ARK Genomic Revolution ETF 5.2 75 -19 -11.3 -17.8
FAB First Trust Multi Cap Value AlphaDEX Fund 5.2 70 -14 9.9 +3.3
VFVA Vanguard U.S. Value Factor ETF 5.1 14 42 11.0 +4.4
EQAL Invesco Russell 1000 Equal Weight ETF 4.7 20 36 6.2 -0.3
IETC iShares Evolved U.S. Technology ETF 4.6 18 38 5.3 -1.3
XLK Technology Select Sector SPDR Fund 4.5 10 46 5.9 -0.6
QQQJ Invesco NASDAQ Next Gen 100 ETF 4.4 15 41 4.2 -2.4
VOE Vanguard Mid-Cap Value Index Fund 4.4 7 49 6.9 +0.4
CZA Invesco Zacks Mid-Cap ETF 4.4 69 -13 6.3 -0.2
PEXL Pacer US Export Leaders ETF 4.4 60 -4 6.2 -0.3
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 4.3 70 -14 4.1 -2.4
VNMC Natixis Vaughan Nelson Mid Cap ETF 4.3 85 -29 6.5 -0.0
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 4.3 20 36 5.1 -1.5
KOMP SPDR Kensho New Economies Composite ETF 4.2 20 36 0.9 -5.7
PXQ Invesco Dynamic Networking ETF 4.2 63 -7 4.2 -2.3
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 4.1 75 -19 5.2 -1.3
MDCP VictoryShares THB Mid Cap ESG ETF 4.0 55 1 6.0 -0.5
SSPX Janus Henderson U.S. Sustainable Equity ETF 4.0 55 1 4.5 -2.1
SXUS Janus Henderson International Sustainable Equity ETF 4.0 60 -4 4.2 -2.4
AMER Emles Made in America ETF 4.0 49 7 8.4 +1.9
VGT Vanguard Information Technology Index Fund 4.0 10 46 5.7 -0.9
CLNR IQ Cleaner Transport ETF 4.0 45 11 6.9 +0.4
FTEC Fidelity MSCI Information Technology Index ETF 4.0 8 48 5.7 -0.9
NETZ Engine No 1 Transform Climate ETF 4.0 75 -19 6.2 -0.3
IGM iShares Expanded Tech Sector ETF 3.9 43 13 5.3 -1.2
ITA iShares U.S. Aerospace & Defense ETF 3.9 42 14 5.9 -0.6
XAR SPDR S&P Aerospace & Defense ETF 3.9 35 21 3.9 -2.6
QMOM Alpha Architect U.S. Quantitative Momentum ETF 3.9 49 7 7.3 +0.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.9 29 27 8.1 +1.6
BUL Pacer US Cash Cows Growth ETF 3.9 60 -4 8.4 +1.9
GK AdvisorShares Gerber Kawasaki ETF 3.9 81 -25 4.4 -2.1
YPS Arrow Reverse Cap 500 ETF 3.9 29 27 6.1 -0.4
VSL Volshares Large Capital ETF 3.9 65 -9 6.0 -0.5
EDOC Global X Telemedicine & Digital Health ETF 3.8 68 -12 -0.7 -7.2
BLES Inspire Global Hope Large Cap ETF 3.8 52 4 5.7 -0.8
MMLG First Trust Multi-Manager Large Growth ETF 3.8 85 -29 3.0 -3.5
DUSA Davis Select U.S. Equity ETF 3.8 62 -6 8.5 +2.0
DFNL Davis Select Financial ETF 3.8 64 -8 8.2 +1.7
JHMT John Hancock Multifactor Technology ETF 3.8 40 16 6.3 -0.3
CBSE Changebridge Capital Sustainable Equity ETF 3.8 85 -29 0.0 -6.5
QVAL Alpha Architect U.S. Quantitative Value ETF 3.8 49 7 13.0 +6.5
IYC iShares U.S. Consumer Services ETF 3.8 43 13 4.3 -2.2
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 3.8 30 26 7.1 +0.6
VO Vanguard Mid-Cap Index Fund 3.8 4 52 5.6 -0.9
KOIN Innovation Shares NextGen Protocol ETF 3.7 75 -19 6.8 +0.3
HOMZ Hoya Capital Housing ETF 3.7 30 26 9.3 +2.7
IXN iShares Global Tech ETF 3.7 43 13 5.3 -1.2
LCG Sterling Capital Focus Equity ETF 3.7 59 -3 5.3 -1.2
FLDZ RiverNorth Volition America Patriot ETF 3.7 70 -14 5.5 -1.0
QTUM Defiance Quantum ETF 3.7 40 16 6.3 -0.2
INFL Horizon Kinetics Inflation Beneficiaries ETF 3.7 85 -29 4.8 -1.7
UFO Procure Space ETF 3.6 75 -19 1.8 -4.7
TDIV First Trust NASDAQ Technology Dividend Index Fund 3.6 50 6 7.4 +0.9
KOCG FIS Knights of Columbus Global Belief ETF 3.5 75 -19 7.1 +0.6
VUSE Vident Core US Equity Fund 3.5 48 8 10.1 +3.6
DWEQ AdvisorShares Dorsey Wright Alpha Equal Weight ETF 3.4 96 -40 4.0 -2.5
IAI iShares U.S. Broker-Dealers ETF 3.4 41 15 9.6 +3.1
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 3.4 35 21 6.4 -0.1
IMCV iShares Morningstar Mid-Cap Value ETF 3.4 6 50 7.2 +0.7
BUYZ Franklin Disruptive Commerce ETF 3.3 50 6 0.0 -6.5
ETHO Etho Climate Leadership U.S. ETF 3.2 48 8 4.6 -1.9
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 3.2 47 9 5.7 -0.8
IWP iShares Russell Mid-Cap Growth ETF 3.2 23 33 4.3 -2.2
ICAP InfraCap Equity Income Fund ETF 3.2 80 -24 8.5 +1.9
XHE SPDR S&P Health Care Equipment ETF 3.2 35 21 -1.3 -7.8
PLAT WisdomTree Modern Tech Platforms Fund 3.2 20 36 2.0 -4.6
FPX First Trust US IPO Index Fund 3.1 57 -1 2.5 -4.0
BUZZ VanEck Social Sentiment ETF 3.1 75 -19 0.5 -6.0
KLDW Gavekal Knowledge Leaders Developed World ETF 3.0 75 -19 0.0 -6.5
VOT Vanguard Mid-Cap Growth Index Fund 3.0 7 49 4.1 -2.4
UAV AdvisorShares Drone Technology ETF 3.0 99 -43 5.4 -1.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.0 4 52 6.1 -0.4
MRND IQ U.S. Mid Cap R&D Leaders ETF 2.9 16 40 3.0 -3.6
IMCB iShares Morningstar Mid-Cap ETF 2.9 4 52 6.0 -0.5
MIDF iShares Edge MSCI Multifactor USA Mid-Cap ETF 2.8 25 31 9.7 +3.2
IWR iShares Russell Midcap ETF 2.8 19 37 5.9 -0.6
TMFX Motley Fool Next Index ETF 2.8 50 6 3.7 -2.8
IQM Franklin Intelligent Machines ETF 2.7 50 6 3.7 -2.8
ARKX ARK Space Exploration & Innovation ETF 2.7 75 -19 2.9 -3.6
IWS iShares Russell Mid-Cap Value ETF 2.6 23 33 6.7 +0.2
RYJ Invesco Raymond James SB-1 Equity ETF 2.6 75 -19 3.6 -3.0
AIEQ AI Powered Equity ETF 2.6 80 -24 3.5 -3.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.5 24 32 7.6 +1.1
SEA U.S. Global Sea to Sky Cargo ETF 2.4 60 -4 20.8 +14.3
WBAT WisdomTree Battery Value Chain and Innovation Fund 2.4 45 11 4.0 -2.6
XDAT Franklin Exponential Data ETF 2.4 50 6 3.1 -3.4
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.4 52 4 5.7 -0.8
USVT US Value ETF 2.3 49 7 11.2 +4.7
FSMO Fidelity Small-Mid Cap Opportunities ETF 2.3 64 -8 7.4 +0.9
CVY Invesco Zacks Multi-Asset Income ETF 2.3 100 -44 9.5 +2.9
IMCG iShares Morningstar Mid-Cap Growth ETF 2.2 6 50 4.5 -2.0
JHMM John Hancock Multifactor Mid Cap ETF 2.2 41 15 6.7 +0.2
GRES IQ Global Resources ETF 2.2 30 26 7.2 +0.7
FXL First Trust Technology AlphaDEX Fund 2.2 61 -5 6.6 +0.1
WBIY WBI Power Factor High Dividend ETF 2.1 70 -14 10.3 +3.7
MOTO SmartETFs Smart Transportation & Technology ETF 2.1 68 -12 7.0 +0.5
ARVR First Trust Indxx Metaverse ETF 2.1 70 -14 6.1 -0.4
NUMG Nuveen ESG Mid-Cap Growth ETF 2.1 30 26 4.3 -2.3
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 2.1 65 -9 0.1 -6.4
DRIV Global X Autonomous & Electric Vehicles ETF 2.1 68 -12 4.4 -2.1
SIMS SPDR S&P Kensho Intelligent Structures ETF 2.1 45 11 2.4 -4.1
XRT SPDR S&P Retail ETF 2.1 35 21 7.0 +0.5
PSYK PSYK ETF 2.1 75 -19 -556.7 -563.2
GDOC Goldman Sachs Future Health Care Equity ETF 2.1 75 -19 1.9 -4.6
DTEC ALPS Disruptive Technologies ETF 2.1 50 6 4.2 -2.4
IYZ iShares U.S. Telecommunications ETF 2.1 42 14 9.2 +2.7
IGN iShares North American Tech-Multimedia Networking ETF 2.1 43 13 6.9 +0.4
XTL SPDR S&P Telecom ETF 2.1 35 21 5.6 -0.9
XNTK SPDR NYSE Technology ETF 2.1 35 21 5.6 -1.0
AIQ Global X Future Analytics Tech ETF 2.1 68 -12 5.1 -1.4
SKYY First Trust Cloud Computing ETF 2.1 60 -4 4.3 -2.2
FDN First Trust Dow Jones Internet Index Fund 2.1 51 5 3.9 -2.6
HACK ETFMG Prime Cyber Security ETF 2.1 60 -4 3.7 -2.9
CIBR First Trust NASDAQ CEA Cybersecurity ETF 2.1 60 -4 3.2 -3.3
WFH Direxion Work From Home ETF 2.1 45 11 0.0 -6.5
TOKE Cambria Cannabis ETF 2.0 42 14 -12.6 -19.1
MJ ETFMG Alternative Harvest ETF 2.0 75 -19 -37.1 -43.6
ALFA AlphaClone Alternative Alpha ETF 2.0 65 -9 4.0 -2.6
GGRW Gabelli Growth Innovators ETF 2.0 90 -34 3.2 -3.3
TYNE Direxion Nanotechnology ETF 2.0 65 -9 -74.4 -80.9
IYM iShares U.S. Basic Materials ETF 2.0 43 13 8.7 +2.2
JHMA John Hancock Multifactor Materials ETF 2.0 40 16 8.6 +2.1
MXI iShares Global Materials ETF 2.0 43 13 7.1 +0.6
FMAT Fidelity MSCI Materials Index ETF 2.0 8 48 7.0 +0.5
VAW Vanguard Materials Index Fund 2.0 10 46 7.0 +0.4
RTM Invesco S&P 500 Equal Weight Materials ETF 2.0 40 16 6.7 +0.2
JZRO Janus Henderson Net Zero Transition Resources ETF 2.0 60 -4 6.5 -0.1
XLB Materials Select Sector SPDR Fund 2.0 10 46 6.1 -0.4
HJEN Direxion Hydrogen ETF 2.0 45 11 -3.2 -9.7
HYDR Global X Hydrogen ETF 2.0 50 6 -16.7 -23.2
JHMC John Hancock Multifactor Consumer Discretionary ETF 2.0 40 16 5.1 -1.5
FPXE First Trust IPOX Europe Equity Opportunities ETF 2.0 70 -14 -12.8 -19.3
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 2.0 75 -19 3.1 -3.5
BOSS Global X Founder-Run Companies ETF 2.0 45 11 2.9 -3.6
NUMV Nuveen ESG Mid-Cap Value ETF 2.0 30 26 8.1 +1.6
FXZ First Trust Materials AlphaDEX Fund 1.9 67 -11 11.9 +5.3
SQEW LeaderShares Equity Skew ETF 1.9 75 -19 6.3 -0.2
FOVL iShares Focused Value Factor ETF 1.9 25 31 11.8 +5.3
PKW Invesco Buyback Achievers ETF 1.9 64 -8 8.9 +2.4
IVSG Invesco Select Growth ETF 1.9 48 8 4.7 -1.8
DWLD Davis Select Worldwide ETF 1.9 63 -7 7.3 +0.8
PZLG Puzzle Mature Growth 1.9 10 46 4.7 -1.8
MAKX ProShares S&P Kensho Smart Factories ETF 1.9 58 -2 3.8 -2.7
TMFM Motley Fool Mid-Cap Growth ETF 1.9 85 -29 4.4 -2.2
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.9 60 -4 7.8 +1.3
MOO VanEck Agribusiness ETF 1.9 56 0 5.5 -1.0
FFND Future Fund Active ETF 1.9 101 -45 2.2 -4.3
TECB iShares US Tech Breakthrough Multisector ETF 1.9 40 16 5.5 -1.0
ENTR Entrepreneur 30 Fund 1.9 49 7 5.3 -1.2
FEVR Inspire Faithward Large Cap Momentum ESG ETF 1.9 85 -29 4.8 -1.7
IDNA iShares Genomics Immunology & Healthcare ETF 1.9 47 9 -5.8 -12.3
EPRE First Trust TCW ESG Premier Equity ETF 1.8 85 -29 4.8 -1.7
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 1.8 57 -1 5.5 -1.0
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.8 75 -19 3.5 -3.0
MSGR Direxion mRNA ETF 1.8 65 -9 -3.7 -10.2
GNOM Global X Genomics & Biotechnology ETF 1.8 50 6 -7.4 -14.0
JETS US Global Jets ETF 1.8 60 -4 -4.7 -11.3
PEZ Invesco DWA Consumer Cyclicals Momentum ETF 1.8 60 -4 6.2 -0.3
PWC Invesco Dynamic Market ETF 1.8 60 -4 6.2 -0.3
TMFG Motley Fool Global Opportunities ETF 1.8 85 -29 4.2 -2.3
MILN Global X Millennial Consumer ETF 1.8 50 6 3.2 -3.4
LOUP Innovator Loup Frontier Tech ETF 1.8 70 -14 5.8 -0.7
IVDG Invesco Focused Discovery Growth ETF 1.7 59 -3 4.5 -2.0
FBCG Fidelity Blue Chip Growth ETF 1.7 59 -3 2.5 -4.0
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 1.7 108 -52 6.5 0.0
KNGS UPHOLDINGS Compound Kings ETF 1.7 60 -4 4.4 -2.1
EKAR Innovation Shares NextGen Vehicles & Technology ETF 1.6 65 -9 5.7 -0.8
FXD First Trust Consumer Discretionary AlphaDEX Fund 1.6 63 -7 8.5 +2.0
MVPS Amplify Thematic All-Stars ETF 1.5 49 7 2.1 -4.4
XSW SPDR S&P Software & Services ETF 1.5 35 21 3.9 -2.6
HAIL SPDR S&P Kensho Smart Mobility ETF 1.5 45 11 3.2 -3.3
IFRA iShares U.S. Infrastructure ETF 1.3 30 26 6.1 -0.4
NXTG First Trust Indxx NextG ETF 1.3 70 -14 6.3 -0.3
GLIF AGFiQ Global Infrastructure ETF 1.2 45 11 4.5 -2.1
ARKF ARK Fintech Innovation ETF 1.2 75 -19 0.0 -6.5
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.2 59 -3 12.7 +6.2
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.2 60 -4 10.5 +4.0
CTRU ARK Transparency ETF 1.1 55 1 2.8 -3.7
BNE Blue Horizon BNE ETF 1.1 87 -31 2.1 -4.4
ARKQ Ark Autonomous Tech. & Robotics ETF 1.1 75 -19 -2.3 -8.9
VICE AdvisorShares Vice ETF 1.1 99 -43 4.8 -1.7
FIVG Defiance Next Gen Connectivity ETF 1.1 30 26 6.4 -0.1
IYW iShares U.S. Technology ETF 1.0 43 13 5.5 -1.0
SYLD Cambria Shareholder Yield ETF 1.0 59 -3 11.1 +4.6
SPHB Invesco S&P 500 High Beta ETF 0.9 25 31 5.3 -1.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.8 65 -9 3.0 -3.5
PUNK Subversive Metaverse ETF 0.8 75 -19 2.4 -4.2
CVAR Cultivar ETF 0.8 87 -31 7.6 +1.1
INNO Harbor Disruptive Innovation ETF 0.6 75 -19 -3.5 -10.1
VXF Vanguard Extended Market Index Fund 0.6 6 50 2.6 -4.0
KGHG KraneShares Global Carbon Transformation ETF 0.5 89 -33 6.2 -0.3
VR Global X Metaverse ETF 0.5 50 6 4.9 -1.6
SCHM Schwab U.S. Mid-Cap ETF 0.4 4 52 6.4 -0.1
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 0.4 45 11 3.4 -3.2
FSMD Fidelity Small-Mid Factor ETF 0.4 29 27 8.4 +1.9
DON WisdomTree U.S. MidCap Dividend Fund 0.3 38 18 8.4 +1.8
SMMD iShares Russell 2500 ETF 0.2 15 41 6.4 -0.1
IUSS Invesco Strategic US Small Company ETF 0.1 23 33 6.2 -0.4
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.1 25 31 6.0 -0.5
PRNT The 3D Printing ETF 0.1 66 -10 -10.7 -17.2

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

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RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

Forward
multiple:		 First Trust Capital Strength ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 25.1 %
Divided by: Fwd. P/BV 3.5 x
Less: Expense ratio 56 bp
Equals: ALTAR Score 6.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.55 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.