First Trust Nasdaq Semiconductor ETF
ALTAR
Score™		 6.1% info Recommen-
dation		 NEUTRAL
2024E    2025E
P/E
ratio		 27.2x P/Sales
ratio		 3.6x
P/BV
ratio		 3.9x Div.
yield		 1.1%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The First Trust NASDAQ Semiconductor ETF tracks the most liquid US semiconductor companies, weighted according to factors related to value, volatility and growth.

FUND BASICS
Category US Equities
Fund Sponsor First Trust
Website www.ftportfolios.com
Inception date Sep 20, 2016
Assets (mns) $1,467
Currency USD
Expense ratio 60 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 32
Wgt avg mkt cap (mns) $173,478
Large cap (>$10bn) 86.6%
Mid cap ($2-10bn) 10.9%
Small cap (<$2bn) 2.5%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
NVIDIA CORP 11.7 %
BROADCOM INC. 10.0 %
QUALCOMM INC 8.3 %
APPLIED MATERIALS INC 7.3 %
TEXAS INSTRUMENTS INC 4.6 %
ANALOG DEVICES INC 4.6 %
KLA CORPORATION 4.3 %
AMKOR TECHNOLOGY INC 3.8 %
SKYWORKS SOLUTIONS INC 3.8 %
MICROCHIP TECHNOLOGY INC 3.6 %
Total 62.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 96.2 %
NETHERLANDS 3.6 %









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.
14.8% 29.8% 23.9% -- 21.7%

Market Correlations
versus... Beta R-squared
S&P500 1.41 67%
MSCI EAFE 1.30 53%
MSCI Emg. Mkts. 1.24 47%

Technical Indicators
Recent close $91.85
30d moving avg. $90.45
Annualized volatility 31.1%
Short interest (ETF) 0.1%
Short interest (Underlying) 3.0%
Relative strength (RSI) 63

Liquidity measures
Avg. volume (thou.) 37
Turnover 0.2%
Bid/Ask (% of price) 0.10%
ADV underlying (mns) $56,151

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 703 potential alternatives to the First Trust Nasdaq Semiconductor ETF ETF based on the alternatives' overlap in portfolio holdings with FTXL. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: FTXL Expense: 60 bp ALTAR Score™: 6.1%


ALTERNATIVE ETFs BASED ON OVERLAP WITH FTXL
Ticker Fund
Name		 Overlap1
vs FTXL
(%)		 Expense
ratio
(bp)		 Savings
vs FTXL
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs FTXL
(%)
SOXX iShares Semiconductor ETF 75.0 35 25 5.5 -0.6
SOXQ Invesco PHLX Semiconductor ETF 72.4 19 41 4.9 -1.2
SMH VanEck Semiconductor ETF 58.0 35 25 4.7 -1.4
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 54.4 40 20 4.7 -1.4
PSI Invesco Semiconductors ETF 50.9 57 3 4.6 -1.5
XSD SPDR S&P Semiconductor ETF 43.7 35 25 4.7 -1.3
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 31.8 57 3 4.2 -1.9
FIVG Defiance Next Gen Connectivity ETF 30.6 30 30 6.2 +0.1
SIXG Defiance Connective Technologies ETF 30.4 30 30 6.1 +0.0
IQM Franklin Intelligent Machines ETF 30.4 50 10 3.3 -2.7
XLK Technology Select Sector SPDR Fund 30.0 9 51 5.0 -1.1
TRFK Pacer Data and Digital Revolution ETF 29.2 60 0 3.8 -2.3
FTEC Fidelity MSCI Information Technology Index ETF 28.4 8 52 4.7 -1.4
IYW iShares U.S. Technology ETF 27.8 40 20 4.4 -1.7
VGT Vanguard Information Technology ETF 27.7 10 50 4.6 -1.4
XNTK SPDR NYSE Technology ETF 27.5 35 25 4.0 -2.1
TDIV First Trust NASDAQ Technology Dividend Index Fund 26.8 50 10 5.1 -1.0
QQMG Invesco ESG NASDAQ 100 ETF 25.9 20 40 4.7 -1.4
IXN iShares Global Tech ETF 25.9 41 19 4.3 -1.8
IGM iShares Expanded Tech Sector ETF 25.1 41 19 4.4 -1.7
XPND First Trust Expanded Technology ETF 24.8 65 -5 4.0 -2.1
TDV ProShares S&P Technology Dividend Aristocrats ETF 24.7 45 15 5.4 -0.7
IDAT iShares Future Cloud 5G and Tech ETF 24.3 47 13 4.4 -1.7
TINY ProShares Nanotechnology ETF 24.1 58 2 1.7 -4.4
RSPT Invesco S&P 500 Equal Weight Technology ETF 23.1 40 20 5.5 -0.6
USXF iShares ESG Advanced MSCI USA ETF 23.1 10 50 5.1 -1.0
CARZ First Trust NASDAQ Global Auto Index Fund 23.0 70 -10 4.1 -2.0
QTUM Defiance Quantum ETF 22.9 40 20 3.9 -2.2
QQQ Invesco QQQ Trust Series I 22.3 20 40 4.5 -1.6
QQQM Invesco NASDAQ 100 ETF 22.3 15 45 4.6 -1.5
BTECX Baron Technology 21.6 75 -15 2.6 -3.5
DRUP GraniteShares Nasdaq Select Disruptors ETF 21.5 60 0 3.9 -2.2
SPHB Invesco S&P 500 High Beta ETF 21.5 25 35 2.7 -3.4
IGPT Invesco AI and Next Gen Software ETF 20.9 60 0 4.0 -2.1
SPMO Invesco S&P 500 Momentum ETF 20.7 13 47 3.8 -2.3
QGRW WisdomTree U.S. Quality Growth Fund 20.6 28 32 4.8 -1.3
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 20.3 39 21 4.1 -2.0
PTF Invesco Dorsey Wright Technology Momentum ETF 20.0 60 0 1.8 -4.3
BIOPX Baron Opportunity Retail 19.6 75 -15 1.2 -4.9
IETC iShares U.S. Tech Independence Focused ETF 19.5 18 42 4.5 -1.6
VEGN US Vegan Climate ETF 19.1 60 0 4.6 -1.5
WUGI AXS Esoterica NextG Economy ETF 18.8 75 -15 2.6 -3.4
CHAT Roundhill Generative AI & Technology ETF 18.8 75 -15 3.5 -2.6
FXL First Trust Technology AlphaDEX Fund 18.6 61 -1 5.1 -1.0
BTEK Future Tech ETF 18.2 88 -28 2.3 -3.8
FELG Fidelity Enhanced Large Cap Growth ETF 18.2 18 42 4.6 -1.5
ONEQ Fidelity Nasdaq Composite Index ETF 18.1 21 39 3.9 -2.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 17.9 49 11 4.8 -1.3
IWY iShares Russell Top 200 Growth ETF 17.7 20 40 4.6 -1.5
VOOG Vanguard S&P 500 Growth ETF 17.7 10 50 4.6 -1.5
IVW iShares S&P 500 Growth ETF 17.6 18 42 4.5 -1.5
SPYG SPDR Portfolio S&P 500 Growth ETF 17.6 4 56 4.7 -1.4
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 17.6 75 -15 3.4 -2.7
MMTM SPDR S&P 1500 Momentum Tilt ETF 17.5 12 48 4.6 -1.5
MOTO SmartETFs Smart Transportation & Technology ETF 17.0 68 -8 7.3 +1.3
WTAI WisdomTree Artificial Intelligence and Innovation Fund 16.7 45 15 3.3 -2.8
IBOT Vaneck Robotics ETF 16.6 47 13 3.9 -2.2
IUSG iShares Core S&P U.S. Growth ETF 16.6 4 56 4.7 -1.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 16.5 45 15 4.6 -1.5
SPRX Spear Alpha ETF 16.5 75 -15 2.0 -4.1
VONG Vanguard Russell 1000 Growth ETF 16.3 8 52 4.6 -1.5
IWF iShares Russell 1000 Growth ETF 16.3 19 41 4.5 -1.6
KNCT Invesco Next Gen Connectivity ETF 16.2 40 20 5.6 -0.5
JGRO JPMorgan Active Growth ETF 16.1 44 16 3.5 -2.6
FDRV Fidelity Electric Vehicles and Future Transportation ETF 16.1 39 21 -1.7 -7.8
XLG Invesco S&P 500 Top 50 ETF 16.0 20 40 4.5 -1.6
ILCG iShares Morningstar Growth ETF 15.9 4 56 4.0 -2.1
SNPG Xtrackers S&P 500 Growth ESG ETF 15.8 15 45 4.7 -1.4
MGK Vanguard Mega Cap Growth ETF 15.6 7 53 4.3 -1.8
RPG Invesco S&P 500 Pure Growth ETF 15.6 35 25 3.4 -2.6
SCHG Schwab U.S. Large-Cap Growth ETF 15.5 4 56 4.4 -1.7
PSET Principal Quality ETF 15.5 15 45 5.2 -0.9
NANC Unusual Whales Subversive Democratic Trading ETF 15.4 75 -15 4.0 -2.1
ARVR First Trust Indxx Metaverse ETF 15.4 70 -10 0.7 -5.4
GGME Invesco Next Gen Media and Gaming ETF 15.3 60 0 3.8 -2.3
DSI iShares MSCI KLD 400 Social ETF 15.2 25 35 5.1 -1.0
SFY SoFi Select 500 ETF 15.2 0 60 4.6 -1.5
NBDS Neuberger Berman Disrupters ETF 15.1 55 5 1.5 -4.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 15.1 10 50 5.1 -0.9
EGUS iShares ESG Aware MSCI USA Growth ETF 14.9 18 42 4.4 -1.6
MVPS Amplify Thematic All-Stars ETF 14.9 49 11 2.8 -3.2
SUSL iShares ESG MSCI USA Leaders ETF 14.7 10 50 5.1 -0.9
VUG Vanguard Growth ETF 14.6 4 56 4.2 -1.8
FMET Fidelity Metaverse ETF 14.6 39 21 5.5 -0.6
VSLU Applied Finance Valuation Large Cap ETF 14.5 49 11 5.5 -0.6
TECB iShares U.S. Tech Breakthrough Multisector ETF 14.4 40 20 4.0 -2.1
IOO iShares Global 100 ETF 14.4 41 19 4.8 -1.2
JHDV John Hancock U.S. High Dividend ETF 14.3 34 26 6.2 +0.1
CLNR IQ Cleaner Transport ETF 14.2 45 15 6.7 +0.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 14.2 10 50 5.3 -0.8
WISE Themes Generative Artificial Intelligence ETF 14.1 35 25 2.2 -3.9
SSPX Janus Henderson U.S. Sustainable Equity ETF 13.9 55 5 4.1 -2.0
MTUM iShares MSCI USA Momentum Factor ETF 13.8 15 45 3.7 -2.3
INNO Harbor Disruptive Innovation ETF 13.8 75 -15 1.7 -4.4
FDG American Century Focused Dynamic Growth ETF 13.7 45 15 2.8 -3.3
FLQL Franklin LibertyQ U.S. Equity ETF 13.7 15 45 5.8 -0.3
ACVF American Conservative Values ETF 13.6 75 -15 4.2 -1.8
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 13.5 106 -46 3.4 -2.7
LRNZ TrueShares Technology, AI & Deep Learning ETF 13.5 69 -9 -0.2 -6.3
BULD Pacer BlueStar Engineering the Future ETF 13.4 60 0 1.4 -4.7
OEF iShares S&P 100 ETF 13.4 20 40 4.8 -1.2
STXG Strive 1000 Growth ETF 13.3 18 42 4.2 -1.9
RND First Trust Bloomberg R&D Leaders ETF 13.3 60 0 5.0 -1.1
LEAD Siren DIVCON Leaders Dividend ETF 13.3 43 17 4.9 -1.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 13.3 35 25 4.6 -1.5
BTHM BlackRock Future U.S. Themes ETF 13.3 60 0 4.2 -1.9
FDTX Fidelity Disruptive Technology ETF 13.1 50 10 3.0 -3.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 13.0 30 30 4.8 -1.2
OALC OneAscent Large Cap Core ETF 13.0 86 -26 4.4 -1.7
SFYF SoFi Social 50 ETF 12.7 29 31 -2.7 -8.7
DARP Grizzle Growth ETF 12.7 75 -15 3.3 -2.8
SPXN ProShares S&P 500 Ex-Financials ETF 12.7 9 51 5.1 -1.0
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 12.6 58 2 4.3 -1.8
TMFC Motley Fool 100 Index ETF 12.5 50 10 3.7 -2.4
VNSE Natixis Vaughan Nelson Select ETF 12.5 80 -20 3.2 -2.9
SPHQ Invesco S&P 500 Quality ETF 12.5 15 45 5.5 -0.6
DRIV Global X Autonomous & Electric Vehicles ETF 12.5 68 -8 5.2 -0.9
FCTE SMI 3Fourteen Full-Cycle Trend ETF 12.4 85 -25 7.3 +1.2
FQAL Fidelity Quality Factor ETF 12.4 15 45 5.8 -0.3
PEXL Pacer US Export Leaders ETF 12.3 60 0 5.3 -0.8
SPXV ProShares S&P 500 Ex-Health Care ETF 12.2 9 51 4.8 -1.3
INEQ Columbia International Equity Income ETF 12.1 45 15 6.5 +0.5
BDAIX Baron Durable Advantage 12.1 75 -15 3.8 -2.2
FTGS First Trust Growth Strength ETF 12.1 60 0 5.5 -0.6
AOTG AOT Growth and Innovation ETF 12.1 75 -15 3.3 -2.8
MGC Vanguard Mega Cap ETF 12.1 7 53 4.9 -1.2
SDEP SFP Core Equity Strategy 12.0 10 50 6.2 +0.1
EMOT First Trust S&P 500 Economic Moat ETF 12.0 60 0 6.9 +0.8
IWL iShares Russell Top 200 ETF 12.0 15 45 4.8 -1.3
FDMO Fidelity Momentum Factor ETF 12.0 15 45 4.1 -2.0
GK AdvisorShares Gerber Kawasaki ETF 11.9 75 -15 3.3 -2.8
DVND Touchstone Dividend Select ETF 11.9 67 -7 5.7 -0.4
QLC FlexShares US Quality Large Cap Index Fund 11.9 25 35 5.4 -0.7
QUAL iShares MSCI USA Quality Factor ETF 11.9 15 45 5.1 -1.0
SNSR Global X Internet of Things ETF 11.8 68 -8 4.5 -1.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 11.8 10 50 4.4 -1.7
NXTG First Trust Indxx NextG ETF 11.8 70 -10 5.8 -0.3
XVV iShares ESG Screened S&P 500 ETF 11.7 8 52 4.9 -1.2
QLTY GMO U.S. Quality ETF 11.7 50 10 4.3 -1.8
NZUS SPDR MSCI USA Climate Paris Aligned ETF 11.7 10 50 4.5 -1.6
BFTHX Baron Fifth Avenue Growth Retail 11.7 75 -15 1.9 -4.2
BOTZ Global X Robotics & Artificial Intelligence ETF 11.7 69 -9 2.6 -3.5
DGRW WisdomTree US Quality Dividend Growth Fund 11.6 28 32 5.9 -0.2
XT iShares Exponential Technologies ETF 11.5 46 14 4.6 -1.5
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 11.4 15 45 5.8 -0.3
FBOT Fidelity Disruptive Automation ETF 11.4 50 10 3.8 -2.3
SNPE Xtrackers S&P 500 ESG ETF 11.4 10 50 5.1 -1.0
ROE Astoria US Quality Kings ETF 11.4 49 11 7.6 +1.5
YALL God Bless America ETF 11.3 65 -5 2.8 -3.3
JPEF JPMorgan Equity Focus ETF 11.3 50 10 4.0 -2.0
FELC Fidelity Enhanced Large Cap Core ETF 11.3 18 42 5.4 -0.7
LRND IQ U.S. Large Cap R&D Leaders ETF 11.3 14 46 6.0 -0.1
FDRR Fidelity Dividend ETF for Rising Rates 11.3 15 45 7.5 +1.4
HAPI Harbor Human Capital Factor US Large Cap ETF 11.2 36 24 4.6 -1.4
ADME Aptus Drawdown Managed Equity ETF 11.2 79 -19 4.1 -2.0
ESGV Vanguard ESG U.S. Stock ETF 11.2 9 51 4.8 -1.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 11.2 29 31 4.3 -1.8
BGIG Bahl & Gaynor Income Growth ETF 11.1 45 15 4.9 -1.2
SPXE ProShares S&P 500 Ex-Energy ETF 11.1 9 51 4.9 -1.2
AIQ Global X Artificial Intelligence & Technology ETF 11.1 68 -8 4.0 -2.1
SUSA iShares MSCI USA ESG Select ETF 11.0 25 35 5.1 -1.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 11.0 20 40 4.9 -1.2
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 10.9 20 40 4.8 -1.2
CATH Global X S&P 500 Catholic Values Custom ETF 10.8 29 31 4.9 -1.2
ESGU iShares ESG Aware MSCI USA ETF 10.8 15 45 5.1 -1.0
QVML Invesco S&P 500 QVM Multi-factor ETF 10.7 11 49 4.9 -1.2
VOO Vanguard S&P 500 ETF 10.7 3 57 5.1 -1.0
IVV iShares Core S&P 500 ETF 10.7 3 57 5.1 -1.0
SXQG ETC 6 Meridian Quality Growth ETF 10.7 100 -40 3.9 -2.1
SPLG SPDR Portfolio S&P 500 ETF 10.7 2 58 5.1 -1.0
SPY SPDR S&P 500 ETF Trust 10.7 9 51 5.0 -1.1
METV Roundhill Ball Metaverse ETF 10.6 59 1 3.4 -2.7
CHGX AXS Change Finance ESG ETF 10.6 49 11 5.2 -0.9
STRV Strive 500 ETF 10.6 5 55 5.0 -1.1
PBUS Invesco MSCI USA ETF 10.5 4 56 5.0 -1.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 10.5 7 53 5.0 -1.1
VOTE TCW Transform 500 ETF 10.5 5 55 5.0 -1.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 10.5 50 10 7.5 +1.4
VV Vanguard Large-Cap ETF 10.4 4 56 5.0 -1.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 10.4 7 53 5.0 -1.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 10.4 2 58 5.1 -1.0
VERS ProShares Metaverse ETF 10.4 58 2 -16.1 -22.2
RFDA RiverFront Dynamic US Dividend Advantage ETF 10.3 52 8 5.7 -0.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 10.3 8 52 5.0 -1.1
QDF FlexShares Quality Dividend Index Fund 10.3 37 23 4.2 -1.9
GTEK Goldman Sachs Future Tech Leaders Equity ETF 10.3 75 -15 3.1 -3.0
ILCB iShares Morningstar U.S. Equity ETF 10.2 3 57 5.0 -1.1
SCHX Schwab U.S. Large-Cap ETF 10.2 3 57 5.1 -1.0
CRTC Xtrackers US National Critical Technologies ETF 10.2 35 25 5.1 -1.0
DEMZ Democratic Large Cap Core ETF 10.1 45 15 4.1 -1.9
SAMT Strategas Macro Thematic Opportunities ETF 10.1 65 -5 4.6 -1.5
APUE ActivePassive U.S. Equity ETF 10.1 45 15 4.8 -1.3
TRFM AAM Transformers ETF 10.1 49 11 1.3 -4.8
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 10.0 60 0 3.7 -2.4
SCHK Schwab 1000 Index ETF 10.0 5 55 5.1 -1.0
TOLL Tema Monopolies and Oligopolies ETF 10.0 75 -15 2.6 -3.5
IYY iShares Dow Jones U.S. ETF 10.0 20 40 4.8 -1.3
DFUS Dimensional U.S. Equity ETF 10.0 9 51 5.0 -1.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 10.0 15 45 4.7 -1.4
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 9.9 3 57 5.2 -0.9
LRGF iShares U.S. Equity Factor ETF 9.9 8 52 5.7 -0.4
FDVV Fidelity High Dividend ETF 9.9 15 45 8.8 +2.8
GDIV Harbor Dividend Growth Leaders ETF 9.9 50 10 5.5 -0.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 9.9 9 51 4.9 -1.1
CBSE Clough Select Equity ETF 9.9 85 -25 -2.1 -8.1
BKWO BNY Mellon Women's Opportunities ETF 9.8 50 10 3.9 -2.2
DUHP Dimensional US High Profitability ETF 9.8 21 39 6.5 +0.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 9.8 11 49 5.0 -1.1
BUZZ VanEck Social Sentiment ETF 9.8 75 -15 0.2 -5.9
VONE Vanguard Russell 1000 ETF 9.8 8 52 5.0 -1.1
IWB iShares Russell 1000 ETF 9.8 15 45 4.9 -1.2
DFNV Donoghue Forlines Innovation ETF 9.7 69 -9 4.7 -1.4
USMC Principal U.S. Mega-Cap ETF 9.7 12 48 4.5 -1.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 9.7 14 46 5.1 -1.0
STXD Strive 1000 Dividend Growth ETF 9.7 35 25 4.9 -1.2
BGAIX Baron Global Advantage 9.6 75 -15 0.7 -5.4
SCHB Schwab U.S. Broad Market ETF 9.6 3 57 5.0 -1.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 9.6 3 57 4.9 -1.2
PTL Inspire 500 ETF 9.5 9 51 5.6 -0.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 9.5 50 10 4.3 -1.8
GSPY Gotham Enhanced 500 ETF 9.4 50 10 5.1 -1.0
DFAU Dimensional US Core Equity Market ETF 9.4 12 48 5.1 -0.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 9.4 9 51 5.5 -0.6
RVRB Reverb ETF 9.4 30 30 4.8 -1.3
JMOM JPMorgan U.S. Momentum Factor ETF 9.4 12 48 4.6 -1.5
VTI Vanguard Total Stock Market ETF 9.3 3 57 4.9 -1.2
IWV iShares Russell 3000 ETF 9.3 20 40 4.7 -1.4
VTHR Vanguard Russell 3000 ETF 9.3 10 50 4.8 -1.3
FLRG Fidelity U.S. Multifactor ETF 9.3 15 45 7.4 +1.3
HLGE Hartford Longevity Economy ETF 9.2 44 16 6.0 -0.1
LRGE ClearBridge Large Cap Growth ESG ETF 9.1 59 1 3.5 -2.6
BKLC BNY Mellon US Large Cap Core Equity ETF 9.1 0 60 5.1 -1.0
CIBR First Trust NASDAQ Cybersecurity ETF 9.0 60 0 4.3 -1.8
NACP Impact Shares NAACP Minority Empowerment ETF 9.0 49 11 5.2 -0.9
HDUS Hartford Disciplined US Equity ETF 9.0 19 41 6.0 -0.1
JVAL JPMorgan U.S. Value Factor ETF 9.0 12 48 7.9 +1.8
SPGP Invesco S&P 500 GARP ETF 8.9 34 26 8.1 +2.0
BNGE First Trust S-Network Streaming and Gaming ETF 8.9 70 -10 -3.0 -9.1
CACG ClearBridge All Cap Growth ESG ETF 8.8 54 6 3.7 -2.4
VLUE iShares MSCI USA Value Factor ETF 8.8 15 45 10.3 +4.2
GBUY Goldman Sachs Future Consumer Equity ETF 8.8 75 -15 3.4 -2.7
JQUA JPMorgan U.S. Quality Factor ETF 8.8 12 48 5.8 -0.3
LCLG Logan Capital Broad Innovative Growth ETF 8.7 99 -39 4.7 -1.4
PDP Invesco Dorsey Wright Momentum ETF 8.7 62 -2 3.7 -2.4
FFND Future Fund Active ETF 8.6 100 -40 -0.7 -6.8
QQQN VictoryShares Nasdaq Next 50 ETF 8.6 18 42 4.9 -1.2
RAFE PIMCO RAFI ESG U.S. ETF 8.6 29 31 7.1 +1.0
RECS Columbia Research Enhanced Core ETF 8.5 15 45 5.6 -0.5
DFSU Dimensional US Sustainability Core 1 ETF 8.5 18 42 5.5 -0.6
VYM Vanguard High Dividend Yield Index ETF 8.3 6 54 6.9 +0.8
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 8.3 15 45 4.3 -1.8
KRMA Global X Conscious Companies ETF 8.3 43 17 5.7 -0.4
FFLC Fidelity Fundamental Large Cap Core ETF 8.3 38 22 4.8 -1.3
SURE AdvisorShares Insiders Advantage ETF 8.3 90 -30 10.0 +3.9
PRAY FIS Christian Stock Fund 8.2 69 -9 5.8 -0.3
IWTR iShares MSCI Water Management Multisector ETF 8.2 47 13 4.9 -1.2
RAYD Rayliant Quantitative Developed Market Equity ETF 8.2 80 -20 3.9 -2.2
JOET Virtus Terranova US Quality Momentum ETF 8.1 29 31 4.9 -1.2
BIBL Inspire 100 ETF 8.1 35 25 5.0 -1.1
KOKU Xtrackers MSCI Kokusai Equity ETF 8.1 9 51 5.2 -0.9
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 8.1 60 0 8.5 +2.4
ARKQ ARK Autonomous Technology & Robotics ETF 8.1 75 -15 2.2 -3.9
AFLG First Trust Active Factor Large Cap ETF 8.1 55 5 5.9 -0.2
FDCF Fidelity Disruptive Communications ETF 8.1 50 10 2.8 -3.3
FCPI Fidelity Stocks for Inflation ETF 8.0 15 45 8.4 +2.3
LOUP Innovator Deepwater Frontier Tech ETF 8.0 70 -10 1.0 -5.1
TOK iShares MSCI Kokusai ETF 8.0 26 34 5.1 -1.0
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 7.9 15 45 9.5 +3.4
VUSE Vident U.S. Equity Strategy ETF 7.9 50 10 3.3 -2.8
QDEF FlexShares Quality Dividend Defensive Index Fund 7.9 37 23 4.0 -2.1
DCOR Dimensional US Core Equity 1 ETF 7.8 14 46 5.4 -0.7
CGUS Capital Group Core Equity ETF 7.7 33 27 4.5 -1.6
CAML Congress Large Cap Growth ETF 7.6 66 -6 3.2 -2.9
VFQY Vanguard U.S. Quality Factor ETF 7.6 13 47 7.3 +1.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 7.6 20 40 5.5 -0.6
PY Principal Value ETF 7.6 15 45 7.1 +1.0
URTH iShares MSCI World ETF 7.5 24 36 5.2 -0.9
JHML John Hancock Multifactor Large Cap ETF 7.5 29 31 5.4 -0.7
RJMG FT Raymond James Multicap Growth Equity ETF 7.5 85 -25 2.7 -3.4
DUSA Davis Select U.S. Equity ETF 7.4 61 -1 7.4 +1.3
OUSA ALPS O'Shares U.S. Quality Dividend ETF 7.4 48 12 5.8 -0.3
DLN WisdomTree U.S. LargeCap Dividend Fund 7.4 28 32 5.8 -0.3
MAKX ProShares S&P Kensho Smart Factories ETF 7.4 58 2 1.0 -5.1
VIG Vanguard Dividend Appreciation ETF 7.3 6 54 5.5 -0.6
EPS WisdomTree U.S. LargeCap Fund 7.3 8 52 6.0 -0.1
QQQJ Invesco NASDAQ Next Gen 100 ETF 7.3 15 45 4.6 -1.5
DFAC Dimensional U.S. Core Equity 2 ETF 7.3 17 43 5.4 -0.6
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 7.3 61 -1 2.2 -3.9
FMIL Fidelity New Millennium ETF 7.3 59 1 4.8 -1.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 7.3 25 35 5.3 -0.8
KLMT Invesco MSCI Global Climate 500 ETF 7.3 10 50 5.4 -0.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 7.3 12 48 4.7 -1.4
GGRW Gabelli Growth Innovators ETF 7.2 90 -30 2.5 -3.6
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 7.2 56 4 6.0 -0.1
HAIL SPDR S&P Kensho Smart Mobility ETF 7.2 45 15 -2.9 -9.0
FPAG FPA Global Equity ETF 7.1 49 11 5.5 -0.6
VICE AdvisorShares Vice ETF 7.1 99 -39 5.3 -0.8
PWB Invesco Large Cap Growth ETF 7.1 56 4 3.3 -2.8
AVUS Avantis U.S. Equity ETF 7.1 15 45 5.7 -0.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 7.0 20 40 5.2 -0.9
SYNB Putnam BioRevolution ETF 7.0 70 -10 2.7 -3.4
KRUZ Unusual Whales Subversive Republican Trading ETF 7.0 75 -15 5.6 -0.5
GLOF iShares Global Equity Factor ETF 6.8 20 40 7.0 +1.0
XITK SPDR FactSet Innovative Technology ETF 6.8 45 15 2.6 -3.5
ACWI iShares MSCI ACWI ETF 6.8 32 28 5.3 -0.8
HAPY Harbor Human Capital Factor Unconstrained ETF 6.7 50 10 4.6 -1.5
MGV Vanguard Mega Cap Value ETF 6.7 7 53 6.3 +0.3
QUS SPDR MSCI USA StrategicFactors ETF 6.7 15 45 5.7 -0.4
JGLO JPMorgan Global Select Equity ETF 6.6 33 27 4.4 -1.7
GDEF Goldman Sachs Defensive Equity ETF 6.6 55 5 4.7 -1.4
NULV Nuveen ESG Large-Cap Value ETF 6.6 26 34 6.7 +0.6
DTD WisdomTree U.S. Total Dividend Fund 6.6 28 32 6.1 -0.0
QLV FlexShares US Quality Low Volatility Index Fund 6.5 22 38 3.8 -2.3
CGGR Capital Group Growth ETF 6.5 39 21 3.3 -2.8
EVUS iShares ESG Aware MSCI USA Value ETF 6.5 18 42 6.4 +0.3
CGGO Capital Group Global Growth Equity ETF 6.3 47 13 4.5 -1.6
OND ProShares On-Demand ETF 6.3 58 2 -2.3 -8.4
GVIP Goldman Sachs Hedge Industry VIP ETF 6.3 45 15 5.0 -1.1
GINN Goldman Sachs Innovate Equity ETF 6.3 52 8 2.8 -3.2
PFM Invesco Dividend Achievers ETF 6.2 53 7 5.3 -0.8
OCEN IQ Clean Oceans ETF 6.2 45 15 5.7 -0.4
RDVY First Trust Rising Dividend Achievers ETF 6.2 50 10 9.3 +3.3
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 6.2 65 -5 3.8 -2.3
WRND IQ Global Equity R&D Leaders ETF 6.2 18 42 7.4 +1.3
HLAL Wahed FTSE USA Shariah ETF 6.1 50 10 4.7 -1.4
ANEW ProShares MSCI Transformational Changes ETF 6.1 45 15 3.6 -2.5
IBLC iShares Blockchain and Tech ETF 6.1 47 13 -1.0 -7.1
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 6.1 41 19 11.0 +4.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 6.1 29 31 6.4 +0.3
SPMV Invesco S&P 500 Minimum Variance ETF 6.1 10 50 5.3 -0.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 6.1 9 51 5.5 -0.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 6.0 32 28 4.8 -1.2
DTCR Global X Data Center & Digital Infrastructure ETF 6.0 50 10 4.2 -1.9
KOCG FIS Knights of Columbus Global Belief ETF 6.0 75 -15 5.2 -0.9
VT Vanguard Total World Stock ETF 6.0 7 53 5.6 -0.5
BLOK Amplify Transformational Data Sharing ETF 5.9 75 -15 0.2 -5.9
ADIV SmartETFs Asia Pacific Dividend Builder ETF 5.9 78 -18 9.1 +3.0
FBCG Fidelity Blue Chip Growth ETF 5.9 59 1 2.9 -3.2
NULC Nuveen ESG Large-Cap ETF 5.8 21 39 5.4 -0.7
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 5.8 58 2 4.5 -1.6
DIVS SmartETFs Dividend Builder ETF 5.8 65 -5 4.8 -1.3
IPDP Dividend Performers ETF 5.8 122 -62 5.1 -0.9
ESGG FlexShares STOXX Global ESG Select Index Fund 5.7 42 18 5.0 -1.1
SHE SPDR MSCI USA Gender Diversity ETF 5.7 20 40 4.8 -1.3
QGRO American Century U.S. Quality Growth ETF 5.7 29 31 4.7 -1.4
CGDG Capital Group Dividend Growers ETF 5.7 47 13 6.6 +0.5
VTV Vanguard Value ETF 5.6 4 56 6.5 +0.4
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 5.6 79 -19 5.4 -0.7
MBOX Freedom Day Dividend ETF 5.6 39 21 7.3 +1.2
CGDV Capital Group Dividend Value ETF 5.5 33 27 5.5 -0.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 5.5 60 0 4.7 -1.4
ROUS Hartford Multifactor US Equity ETF 5.4 19 41 6.7 +0.6
FTC First Trust Large Cap Growth AlphaDEX Fund 5.4 59 1 2.6 -3.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 5.4 75 -15 4.2 -1.9
MOTE VanEck Morningstar ESG Moat ETF 5.4 49 11 5.1 -1.0
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 5.2 15 45 6.6 +0.6
BNE Blue Horizon BNE ETF 5.1 87 -27 4.7 -1.4
RFFC ALPS Active Equity Opportunity ETF 5.1 48 12 4.1 -2.0
JEPI JPMorgan Equity Premium Income ETF 5.0 35 25 5.0 -1.1
WFH Direxion Work From Home ETF 5.0 45 15 6.3 +0.2
EQWL Invesco S&P 100 Equal Weight ETF 4.9 25 35 6.4 +0.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 4.9 65 -5 4.8 -1.3
ROBO ROBO Global Robotics & Automation Index ETF 4.9 95 -35 3.6 -2.5
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 4.9 65 -5 1.8 -4.2
NULG Nuveen ESG Large-Cap Growth ETF 4.9 26 34 4.2 -1.9
ILCV iShares Morningstar Value ETF 4.9 4 56 6.2 +0.1
VOT Vanguard Mid-Cap Growth ETF 4.8 7 53 3.9 -2.2
SQEW LeaderShares Equity Skew ETF 4.8 81 -21 3.9 -2.1
FFTY Innovator IBD 50 ETF 4.8 80 -20 -0.1 -6.2
ETHO Etho Climate Leadership U.S. ETF 4.7 47 13 3.4 -2.6
KNO AXS Knowledge Leaders ETF 4.6 78 -18 4.9 -1.2
ERTH Invesco MSCI Sustainable Future ETF 4.6 62 -2 3.1 -3.0
SHRY First Trust Bloomberg Shareholder Yield ETF 4.6 60 0 6.8 +0.7
DGRO iShares Core Dividend Growth ETF 4.5 8 52 6.3 +0.2
LCF Touchstone US Large Cap Focused ETF 4.5 69 -9 4.2 -1.9
DIVB iShares Core Dividend ETF 4.5 5 55 7.5 +1.5
SCHD Schwab US Dividend Equity ETF 4.5 6 54 9.1 +3.0
TINT ProShares Smart Materials ETF 4.5 58 2 5.9 -0.2
WGMI Valkyrie Bitcoin Miners ETF 4.4 75 -15 -8.6 -14.7
VFMO Vanguard U.S. Momentum Factor ETF 4.4 13 47 2.2 -3.9
VALQ American Century U.S. Quality Value ETF 4.4 29 31 7.2 +1.1
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 4.4 65 -5 1.2 -4.9
YLDE ClearBridge Dividend Strategy ESG ETF 4.3 60 0 5.1 -1.0
ITAN Sparkline Intangible Value ETF 4.3 50 10 6.1 +0.1
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 4.2 15 45 7.1 +1.1
MBCC Monarch Blue Chips Core ETF 4.2 125 -65 3.4 -2.7
AVLV Avantis U.S. Large Cap Value ETF 4.1 15 45 7.3 +1.2
TPHD Timothy Plan High Dividend Stock ETF 4.1 52 8 6.1 -0.0
QWLD SPDR MSCI World StrategicFactors ETF 4.1 30 30 5.7 -0.3
TPHE Timothy Plan High Dividend Stock Enhanced ETF 4.1 54 6 6.1 -0.0
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 4.1 68 -8 2.3 -3.8
VFMV Vanguard U.S. Minimum Volatility ETF 4.1 13 47 5.0 -1.1
VIRS Pacer BioThreat Strategy ETF 4.1 70 -10 5.9 -0.2
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 4.0 58 2 -1.4 -7.5
FVAL Fidelity Value Factor ETF 4.0 15 45 7.1 +1.1
CVAR Cultivar ETF 4.0 87 -27 6.6 +0.5
TIME Clockwise Core Equity & Innovation ETF 4.0 95 -35 2.3 -3.8
SCHV Schwab U.S. Large-Cap Value ETF 4.0 4 56 6.4 +0.3
DIVL Madison Dividend Value ETF 3.9 65 -5 5.6 -0.5
BECO BlackRock Future Climate and Sustainable Economy ETF 3.9 70 -10 11.3 +5.2
TTAC FCF US Quality ETF 3.9 59 1 6.3 +0.2
BKCH Global X Blockchain ETF 3.8 50 10 -3.9 -10.0
IUS Invesco RAFI Strategic US ETF 3.8 19 41 6.9 +0.8
FDIV MarketDesk Focused U.S. Dividend ETF 3.7 35 25 4.8 -1.2
ICAP InfraCap Equity Income Fund ETF 3.7 171 -111 6.1 +0.0
FDWM Fidelity Women's Leadership ETF 3.7 59 1 4.6 -1.5
DGT SPDR Global Dow ETF 3.7 50 10 6.5 +0.4
SDG iShares MSCI Global Sustainable Development Goals ETF 3.7 49 11 5.2 -0.9
FNDX Schwab Fundamental US Large Co. Index ETF 3.7 25 35 6.8 +0.7
WTV WisdomTree US Value Fund of Benef Interest 3.7 12 48 9.1 +3.0
ARKW ARK Next Generation Internet ETF 3.6 87 -27 -0.8 -6.9
INCE Franklin Income Equity Focus ETF 3.6 29 31 5.6 -0.5
SIXA ETC 6 Meridian Mega Cap Equity ETF 3.6 80 -20 5.7 -0.4
DFND Siren DIVCON Dividend Defender ETF 3.6 189 -129 6.0 -0.1
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.5 52 8 5.2 -0.9
FSST Fidelity Sustainable U.S. Equity ETF 3.5 59 1 2.6 -3.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.5 58 2 5.1 -1.0
FNDB Schwab Fundamental US Broad Market Index ETF 3.5 25 35 6.7 +0.6
ONEO SPDR Russell 1000 Momentum Focus ETF 3.5 20 40 6.9 +0.8
FUNL CornerCap Fundametrics Large-Cap ETF 3.5 50 10 6.8 +0.7
VFMF Vanguard U.S. Multifactor ETF 3.4 18 42 8.6 +2.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 3.4 18 42 5.6 -0.5
NUDV Nuveen ESG Dividend ETF 3.4 26 34 7.0 +0.9
IVRS iShares Future Metaverse Tech and Communications ETF 3.4 47 13 -3.9 -10.0
USMV iShares MSCI USA Min Vol Factor ETF 3.4 15 45 5.6 -0.5
DIVG Invesco S&P 500 High Dividend Growers ETF 3.4 39 21 7.0 +0.9
WLDR Affinity World Leaders Equity ETF 3.3 67 -7 8.3 +2.2
SDY SPDR S&P Dividend ETF 3.3 35 25 5.8 -0.3
IWX iShares Russell Top 200 Value ETF 3.3 20 40 6.1 +0.0
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 3.3 79 -19 4.7 -1.4
PWV Invesco Large Cap Value ETF 3.2 55 5 7.9 +1.8
JAVA JPMorgan Active Value ETF 3.2 44 16 5.9 -0.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 3.2 19 41 6.2 +0.1
IWP iShares Russell Mid-Cap Growth ETF 3.2 23 37 3.3 -2.8
DEUS Xtrackers Russell US Multifactor ETF 3.2 17 43 6.9 +0.8
LEGR First Trust Indxx Innovative Transaction & Process ETF 3.1 65 -5 8.2 +2.1
ARKK ARK Innovation ETF 3.1 75 -15 -3.5 -9.6
SSPY Syntax Stratified LargeCap ETF 3.1 30 30 6.3 +0.3
GURU Global X Guru Index ETF 3.1 75 -15 1.8 -4.3
FEX First Trust Large Cap Core AlphaDEX Fund 3.1 59 1 5.6 -0.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.1 9 51 5.9 -0.2
EUSA iShares MSCI USA Equal Weighted ETF 3.1 9 51 5.7 -0.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.0 64 -4 2.0 -4.0
FELV Fidelity Enhanced Large Cap Value ETF 3.0 18 42 6.5 +0.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.0 20 40 5.7 -0.4
SMDY Syntax Stratified MidCap ETF 3.0 35 25 5.7 -0.4
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.0 29 31 6.9 +0.9
DIVZ TrueShares Low Volatility Equity Income ETF 2.9 65 -5 7.3 +1.2
NETZ TCW Transform Systems ETF 2.9 75 -15 3.6 -2.5
RSP Invesco S&P 500 Equal Weight ETF 2.9 20 40 5.9 -0.2
SIZE iShares MSCI USA Size Factor ETF 2.9 15 45 5.6 -0.5
PRF Invesco FTSE RAFI US 1000 ETF 2.9 39 21 6.9 +0.8
HDV iShares Core High Dividend ETF 2.8 8 52 7.9 +1.8
BLES Inspire Global Hope ETF 2.8 61 -1 6.3 +0.2
CGRO CoreValues Alpha Greater China Growth ETF 2.8 75 -15 2.5 -3.6
FLV American Century Focused Large Cap Value ETF 2.8 42 18 6.3 +0.3
KONG Formidable Fortress ETF 2.7 89 -29 5.5 -0.6
FMDE Fidelity Enhanced Mid Cap ETF 2.7 23 37 6.3 +0.2
ARKX ARK Space Exploration & Innovation ETF 2.7 75 -15 2.3 -3.8
CFA VictoryShares US 500 Volatility Wtd ETF 2.7 35 25 5.7 -0.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.7 40 20 5.7 -0.4
BWEB Bitwise Web3 ETF 2.7 85 -25 1.1 -5.0
GVUS Marketbeta Russell 1000 Value Equity ETF 2.6 12 48 6.3 +0.2
IWD iShares Russell 1000 Value ETF 2.6 19 41 6.2 +0.1
VONV Vanguard Russell 1000 Value ETF 2.6 8 52 6.4 +0.3
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 2.6 75 -15 5.1 -0.9
HKND Humankind US Stock ETF 2.6 11 49 6.9 +0.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.6 25 35 5.6 -0.5
DFUV Dimensional US Marketwide Value ETF 2.5 22 38 7.4 +1.3
NUMG Nuveen ESG Mid-Cap Growth ETF 2.5 31 29 3.6 -2.4
SMOT VanEck Morningstar SMID Moat ETF 2.5 49 11 6.0 -0.1
COWZ Pacer US Cash Cows 100 ETF 2.5 49 11 11.0 +5.0
VLU SPDR S&P 1500 Value Tilt ETF 2.5 12 48 6.9 +0.8
DTEC ALPS Disruptive Technologies ETF 2.4 50 10 3.1 -3.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.4 18 42 7.2 +1.1
COWS Amplify Cash Flow Dividend Leaders ETF 2.4 0 60 11.3 +5.2
UDI USCF Dividend Income Fund 2.4 65 -5 7.3 +1.2
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 2.4 85 -25 -4.7 -10.8
AADR AdvisorShares Dorsey Wright ADR ETF 2.4 110 -50 5.6 -0.5
ROKT SPDR S&P Kensho Final Frontiers ETF 2.4 45 15 2.7 -3.4
MOAT VanEck Morningstar Wide Moat ETF 2.4 46 14 5.7 -0.3
ULVM VictoryShares US Value Momentum ETF 2.4 20 40 7.2 +1.1
DFLV Dimensional US Large Cap Value ETF 2.3 22 38 7.7 +1.6
VO Vanguard Mid-Cap ETF 2.3 4 56 5.6 -0.5
PSC Principal U.S. Small-Cap ETF 2.3 38 22 6.0 -0.1
SNPV Xtrackers S&P 500 Value ESG ETF 2.3 15 45 6.4 +0.3
XMVM Invesco S&P MidCap Value with Momentum ETF 2.2 39 21 10.4 +4.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.2 24 36 7.4 +1.3
BFOR ALPS Barron's 400 ETF 2.2 65 -5 6.3 +0.2
DSTL Distillate US Fundamental Stability & Value ETF 2.2 39 21 7.3 +1.2
VBK Vanguard Small-Cap Growth ETF 2.2 7 53 1.4 -4.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 2.1 25 35 7.4 +1.4
FLOW Global X U.S. Cash Flow Kings 100 ETF 2.1 25 35 10.7 +4.6
VOOV Vanguard S&P 500 Value ETF 2.1 10 50 6.4 +0.3
IVE iShares S&P 500 Value ETF 2.1 18 42 6.3 +0.2
SPYV SPDR Portfolio S&P 500 Value ETF 2.1 4 56 6.4 +0.3
FIXT Procure Disaster Recovery Strategy ETF 2.1 75 -15 5.7 -0.4
KOMP SPDR S&P Kensho New Economies Composite ETF 2.1 20 40 1.1 -5.0
TMFX Motley Fool Next Index ETF 2.1 50 10 2.9 -3.1
EDOW First Trust Dow 30 Equal Weight ETF 2.0 50 10 5.7 -0.4
IUSV iShares Core S&P US Value ETF 2.0 4 56 6.5 +0.4
DSMC Distillate Small/Mid Cash Flow ETF 2.0 55 5 11.7 +5.6
PSCT Invesco S&P SmallCap Information Technology ETF 1.9 29 31 5.4 -0.7
SATO Invesco Alerian Galaxy Crypto Economy ETF 1.9 61 -1 -2.6 -8.7
ZECP Zacks Earnings Consistent Portfolio ETF 1.9 55 5 4.6 -1.5
SMCP AlphaMark Actively Managed Small Cap ETF 1.9 90 -30 4.2 -1.9
MOTG VanEck Morningstar Global Wide Moat ETF 1.9 52 8 5.4 -0.6
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.9 95 -35 1.6 -4.5
CSMD Congress SMid Growth ETF 1.9 69 -9 4.1 -2.0
VXF Vanguard Extended Market ETF 1.9 6 54 3.9 -2.2
QQQS Invesco NASDAQ Future Gen 200 ETF 1.9 20 40 -8.8 -14.9
SDOG ALPS Sector Dividend Dogs ETF 1.9 36 24 8.9 +2.8
JHMM John Hancock Multifactor Mid Cap ETF 1.9 42 18 6.2 +0.1
SRHQ SRH U.S. Quality ETF 1.9 35 25 7.5 +1.5
IWR iShares Russell Midcap ETF 1.9 19 41 5.6 -0.5
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.8 40 20 7.3 +1.2
IMCG iShares Morningstar Mid-Cap Growth ETF 1.8 6 54 4.1 -1.9
FITE SPDR S&P Kensho Future Security ETF 1.8 45 15 2.4 -3.7
ESPO VanEck Video Gaming and eSports ETF 1.8 56 4 4.0 -2.1
ODDS Pacer BlueStar Digital Entertainment ETF 1.8 60 0 2.4 -3.7
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.8 60 0 6.4 +0.3
DWLD Davis Select Worldwide ETF 1.8 63 -3 7.1 +1.0
STCE Schwab Crypto Thematic ETF 1.8 30 30 -1.0 -7.0
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.8 75 -15 6.9 +0.8
DURA VanEck Durable High Dividend ETF 1.8 29 31 6.8 +0.7
TEMP JPMorgan Climate Change Solutions ETF 1.8 49 11 5.1 -1.0
POWA Invesco Bloomberg Pricing Power ETF 1.8 40 20 5.4 -0.7
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.8 60 0 6.7 +0.6
IJK iShares S&P Mid-Cap 400 Growth ETF 1.8 17 43 5.8 -0.3
EZM WisdomTree U.S. MidCap Fund 1.8 38 22 7.6 +1.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.8 38 22 6.3 +0.2
FSMD Fidelity Small-Mid Multifactor ETF 1.8 15 45 7.0 +0.9
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.7 52 8 6.5 +0.4
LVOL American Century Low Volatility ETF 1.7 29 31 4.8 -1.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.7 15 45 5.8 -0.3
AFMC First Trust Active Factor Mid Cap ETF 1.7 65 -5 7.0 +0.9
RWL Invesco S&P 500 Revenue ETF 1.7 39 21 6.5 +0.4
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.7 15 45 5.8 -0.3
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.7 15 45 6.9 +0.8
CNRG SPDR S&P Kensho Clean Power ETF 1.7 45 15 2.7 -3.4
GVLU Gotham 1000 Value ETF 1.7 50 10 7.1 +1.0
IMCB iShares Morningstar Mid-Cap ETF 1.7 4 56 5.9 -0.2
ROSC Hartford Multifactor Small Cap ETF 1.7 34 26 8.8 +2.7
GRPM Invesco S&P MidCap 400 GARP ETF 1.7 35 25 9.2 +3.2
XJH iShares ESG Screened S&P Mid-Cap ETF 1.6 12 48 6.5 +0.4
IDOG ALPS International Sector Dividend Dogs ETF 1.6 50 10 11.7 +5.6
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.6 49 11 9.5 +3.4
SIMS SPDR S&P Kensho Intelligent Structures ETF 1.6 45 15 -7.2 -13.3
MINV Matthews Asia Innovators Active ETF 1.6 79 -19 3.3 -2.8
WCEO Hypatia Women CEO ETF 1.6 85 -25 4.5 -1.5
SPDV AAM S&P 500 High Dividend Value ETF 1.6 29 31 9.9 +3.8
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.6 45 15 -0.3 -6.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.6 15 45 6.8 +0.7
FDLO Fidelity Low Volatility Factor ETF 1.6 15 45 5.2 -0.9
DFSV Dimensional US Small Cap Value ETF 1.6 31 29 8.7 +2.7
QDIV Global X S&P 500 Quality Dividend ETF 1.5 20 40 7.5 +1.5
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.5 60 0 9.3 +3.3
USMF WisdomTree U.S. Multifactor Fund 1.5 28 32 7.4 +1.3
IMCV iShares Morningstar Mid-Cap Value ETF 1.5 6 54 7.7 +1.6
BKSE BNY Mellon US Small Cap Core Equity ETF 1.5 4 56 4.9 -1.2
ISCG iShares Morningstar Small-Cap Growth ETF 1.5 6 54 2.4 -3.7
TXS Texas Capital Texas Equity Index ETF 1.5 49 11 5.1 -1.0
IJH iShares Core S&P Mid-Cap ETF 1.5 5 55 6.5 +0.4
MDY SPDR S&P Midcap 400 ETF Trust 1.5 23 37 6.3 +0.3
IWS iShares Russell Mid-Cap Value ETF 1.4 23 37 6.4 +0.3
IVOO Vanguard S&P Mid-Cap 400 ETF 1.4 10 50 6.5 +0.4
ARKF ARK Fintech Innovation ETF 1.4 75 -15 -0.5 -6.5
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.4 3 57 6.5 +0.4
DFAS Dimensional U.S. Small Cap ETF 1.4 26 34 5.7 -0.4
XMHQ Invesco S&P MidCap Quality ETF 1.4 25 35 6.6 +0.5
NUSC Nuveen ESG Small-Cap ETF 1.4 31 29 5.1 -1.0
SMLF iShares U.S. SmallCap Equity Factor ETF 1.4 15 45 5.1 -1.0
STXV Strive 1000 Value ETF 1.3 18 42 7.5 +1.4
EQAL Invesco Russell 1000 Equal Weight ETF 1.3 20 40 6.3 +0.2
SCHM Schwab U.S. Mid-Cap ETF 1.3 4 56 6.0 -0.1
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.3 48 12 4.9 -1.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.3 7 53 5.5 -0.6
RWK Invesco S&P MidCap 400 Revenue ETF 1.3 39 21 8.4 +2.3
VB Vanguard Small-Cap ETF 1.3 5 55 5.1 -1.0
CCMG CCM Global Equity ETF 1.3 34 26 7.5 +1.4
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.3 35 25 6.8 +0.7
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.3 60 0 6.3 +0.2
IJT iShares S&P Small-Cap 600 Growth ETF 1.3 18 42 6.3 +0.2
FNDA Schwab Fundamental US Small Co. Index ETF 1.3 25 35 6.2 +0.1
SLYG SPDR S&P 600 Small Cap Growth ETF 1.3 15 45 6.3 +0.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.3 15 45 6.3 +0.2
AVUV Avantis U.S. Small Cap Value ETF 1.3 25 35 9.2 +3.1
JHSC John Hancock Multifactor Small Cap ETF 1.3 42 18 6.7 +0.6
MGRO VanEck Morningstar Wide Moat Growth ETF 1.3 49 11 4.3 -1.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.2 4 56 5.7 -0.3
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.2 35 25 10.3 +4.2
TPSC Timothy Plan US Small Cap Core ETF 1.2 52 8 6.8 +0.7
RNSC Furst Trust Small Cap US Equity Select ETF 1.2 60 0 7.0 +0.9
RFV Invesco S&P Midcap 400 Pure Value ETF 1.2 35 25 8.1 +2.0
REVS Columbia Research Enhanced Value ETF 1.2 19 41 7.5 +1.4
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.2 35 25 6.4 +0.3
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 1.2 42 18 6.3 +0.3
SCHA Schwab U.S. Small-Cap ETF 1.2 4 56 4.3 -1.8
JSTC Adasina Social Justice All Cap Global ETF 1.1 89 -29 4.7 -1.4
ESIX SPDR S&P SmallCap 600 ESG ETF 1.1 12 48 7.5 +1.4
MVAL VanEck Morningstar Wide Moat Value ETF 1.1 49 11 6.8 +0.7
WOMN Impact Shares YWCA Women's Empowerment ETF 1.1 75 -15 4.7 -1.4
IJJ iShares S&P Mid-Cap 400 Value ETF 1.1 18 42 7.3 +1.2
ISCB iShares Morningstar Small-Cap ETF 1.1 4 56 4.9 -1.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.1 29 31 6.7 +0.6
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.1 35 25 5.6 -0.5
XMMO Invesco S&P MidCap Momentum ETF 1.1 34 26 5.5 -0.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.1 15 45 7.3 +1.2
MDYV SPDR S&P 400 Mid Cap Value ETF 1.1 15 45 7.3 +1.3
STXK Strive Small-Cap ETF 1.1 18 42 4.8 -1.3
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.1 30 30 7.9 +1.8
ISMD Inspire Small/Mid Cap ETF 1.1 54 6 5.3 -0.8
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.1 38 22 7.8 +1.7
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.1 35 25 7.8 +1.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.0 17 43 5.0 -1.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.0 70 -10 2.8 -3.3
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 1.0 35 25 4.7 -1.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.0 30 30 5.7 -0.4
AESR Anfield U.S. Equity Sector Rotation ETF 1.0 108 -48 4.2 -1.9
VFVA Vanguard U.S. Value Factor ETF 1.0 13 47 10.2 +4.1
SFYX SoFi Next 500 ETF 1.0 0 60 4.9 -1.2
FNX First Trust Mid Cap Core AlphaDEX Fund 1.0 60 0 6.9 +0.9
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.0 20 40 7.6 +1.5
FTA First Trust Large Cap Value AlphaDEX Fund 0.9 59 1 8.1 +2.0
FVD First Trust Value Line Dividend Index Fund 0.9 65 -5 5.9 -0.2
FNK First Trust Mid Cap Value AlphaDEX Fund 0.9 70 -10 10.2 +4.1
FAB First Trust Multi Cap Value AlphaDEX Fund 0.9 67 -7 9.0 +2.9
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.9 15 45 5.8 -0.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.9 39 21 4.2 -1.9
IWO iShares Russell 2000 Growth ETF 0.9 24 36 0.6 -5.5
VTWG Vanguard Russell 2000 Growth ETF 0.9 15 45 0.7 -5.4
XJR iShares ESG Screened S&P Small-Cap ETF 0.9 12 48 7.1 +1.0
DFAT Dimensional U.S. Targeted Value ETF 0.9 28 32 8.2 +2.1
NTZG Nuveen Global Net Zero Transition ETF 0.8 56 4 4.7 -1.3
FYT First Trust Small Cap Value AlphaDEX Fund 0.8 73 -13 10.0 +3.9
AIEQ AI Powered Equity ETF 0.8 75 -15 1.8 -4.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.8 20 40 4.6 -1.4
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.8 15 45 7.5 +1.5
IJR iShares Core S&P Small Cap ETF 0.8 6 54 7.3 +1.2
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.8 60 0 1.6 -4.5
AUSF Global X Adaptive U.S. Factor ETF 0.8 27 33 8.6 +2.5
AFSM First Trust Active Factor Small Cap ETF 0.8 75 -15 6.4 +0.3
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.8 3 57 7.3 +1.3
VIOO Vanguard S&P Small-Cap 600 ETF 0.8 10 50 7.3 +1.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.7 24 36 7.1 +1.1
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.7 35 25 5.6 -0.5
XMLV Invesco S&P MidCap Low Volatility ETF 0.7 25 35 6.8 +0.7
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.7 60 0 5.8 -0.3
FESM Fidelity Enhanced Small Cap ETF 0.7 28 32 1.8 -4.3
DJD Invesco Dow Jones Industrial Average Dividend ETF 0.7 7 53 7.8 +1.7
SMMD iShares Russell 2500 ETF 0.7 15 45 5.8 -0.3
ONEY SPDR Russell 1000 Yield Focus ETF 0.7 20 40 9.4 +3.3
VBR Vanguard Small Cap Value ETF 0.7 7 53 7.7 +1.6
ISCV iShares Morningstar Small Cap Value ETF 0.7 6 54 7.4 +1.3
DON WisdomTree U.S. MidCap Dividend Fund 0.7 38 22 8.0 +1.9
SPVM Invesco S&P 500 Value with Momentum ETF 0.6 39 21 8.1 +2.0
CVY Invesco Zacks Multi-Asset Income ETF 0.6 106 -46 11.2 +5.1
IWM iShares Russell 2000 ETF 0.6 19 41 2.9 -3.2
RSSL Global X Russell 2000 ETF 0.6 8 52 2.7 -3.4
VTWO Vanguard Russell 2000 ETF 0.6 10 50 3.0 -3.1
SSLY Syntax Stratified SmallCap ETF 0.6 40 20 7.1 +1.1
IQSI IQ Candriam International Equity ETF 0.6 15 45 6.3 +0.2
SQLV Royce Quant Small-Cap Quality Value ETF 0.6 60 0 7.4 +1.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.6 39 21 6.0 -0.0
FYX First Trust Small Cap Core AlphaDEX Fund 0.6 61 -1 5.6 -0.5
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 0.6 12 48 5.3 -0.8
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 0.5 15 45 6.4 +0.3
VSDA VictoryShares Dividend Accelerator ETF 0.5 35 25 6.6 +0.6
GLRY Inspire Faithward Mid Cap Momentum ETF 0.5 80 -20 7.9 +1.8
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.5 35 25 6.5 +0.4
XSMO Invesco S&P SmallCap Momentum ETF 0.5 39 21 7.3 +1.3
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.5 80 -20 6.1 -0.0
WWJD Inspire International ETF 0.5 80 -20 6.9 +0.8
FPX First Trust US Equity Opportunities ETF 0.4 61 -1 2.0 -4.1
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 0.4 45 15 5.8 -0.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.4 9 51 3.5 -2.6
GSID Goldman Sachs MarketBeta International Equity ETF 0.4 20 40 6.6 +0.5
SAGP Strategas Global Policy Opportunities ETF 0.4 65 -5 5.2 -0.9
VOE Vanguard Mid-Cap Value ETF 0.4 7 53 7.0 +0.9
IWN iShares Russell 2000 Value ETF 0.4 24 36 4.9 -1.2
VTWV Vanguard Russell 2000 Value ETF 0.4 15 45 5.0 -1.1
BKIE BNY Mellon International Equity ETF 0.4 4 56 6.8 +0.7
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.3 20 40 4.2 -1.9
FYC First Trust Small Cap Growth AlphaDEX Fund 0.3 71 -11 0.3 -5.8
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 21 7.3 +1.2
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.3 59 1 6.6 +0.5
DIA SPDR Dow Jones Industrial Average ETF Trust 0.3 16 44 5.5 -0.6
SVAL iShares US Small Cap Value Factor ETF 0.3 20 40 10.2 +4.1
QINT American Century Quality Diversified International ETF 0.2 39 21 7.4 +1.3
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.2 18 42 6.8 +0.7
DES WisdomTree U.S. SmallCap Dividend Fund 0.2 38 22 7.0 +0.9
FBCV Fidelity Blue Chip Value ETF 0.2 59 1 7.0 +0.9
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.2 12 48 7.5 +1.4
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.2 39 21 8.3 +2.2
IJS iShares S&P Small-Cap 600 Value ETF 0.2 18 42 8.2 +2.1
SLYV SPDR S&P 600 Small Cap Value ETF 0.2 15 45 8.2 +2.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.2 15 45 8.3 +2.2
TEQI T. Rowe Price Equity Income ETF 0.0 54 6 3.9 -2.2
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 35 9.3 +3.2
TGRW T. Rowe Price Growth Stock ETF 0.0 52 8 3.8 -2.3
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 3 3.4 -2.7
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 10 4.6 -1.5
AVSC Avantis U.S Small Cap Equity ETF 0.0 25 35 4.8 -1.3

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

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RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
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
  2023 2024E 2025E
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 Nasdaq Semiconductor 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 23.9 %
Divided by: Fwd. P/BV 3.6 x
Less: Expense ratio 60 bp
Equals: ALTAR Score 6.1 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.56 CATEGORY
AVERAGE		 1.57
 
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.