First Trust Nasdaq Oil & Gas ETF
ALTAR
Score™		 12.7% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 13.0x P/Sales
ratio		 1.3x
P/BV
ratio		 1.6x Div.
yield		 3.2%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The First Trust Nasdaq Oil & Gas ETF tracks an index composed of 50 U.S. oil and gas companies. Holdings are selected by their liquidity, and weighted based on volatility, value, and growth factors.

FUND BASICS
Category US Equities
Fund Sponsor First Trust
Website www.ftportfolios.com
Inception date Sep 20, 2016
Assets (mns) $99
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 42
Wgt avg mkt cap (mns) $96,585
Large cap (>$10bn) 82.4%
Mid cap ($2-10bn) 14.2%
Small cap (<$2bn) 3.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
EXXON MOBIL CORP 8.3 %
CONOCOPHILLIPS 7.7 %
CHEVRON CORP 7.4 %
OCCIDENTAL PETROLEUM CORP 6.1 %
EOG RESOURCES, INC. 5.3 %
DIAMONDBACK ENERGY INC 4.2 %
DEVON ENERGY CORPORATION 4.1 %
SCHLUMBERGER LTD 4.0 %
MARATHON PETROLEUM 3.8 %
KINDER MORGAN INC 3.3 %
Total 54.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 99.3 %
SWITZERLAND 0.6 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru November 30)
Year-to-date 1 year 5 years 10 years Since Incep.
0.0% -9.1% 23.0% -- 6.1%

Market Correlations
versus... Beta R-squared
S&P500 0.95 42%
MSCI EAFE 0.88 26%
MSCI Emg. Mkts. 0.77 23%

Technical Indicators
Recent close $27.37
30d moving avg. $28.34
Annualized volatility 18.4%
Short interest (ETF) 0.0%
Short interest (Underlying) 5.5%
Relative strength (RSI) 46

Liquidity measures
Avg. volume (thou.) 20
Turnover 0.6%
Bid/Ask (% of price) 0.06%
ADV underlying (mns) $7,274

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 701 potential alternatives to the First Trust Nasdaq Oil & Gas ETF ETF based on the alternatives' overlap in portfolio holdings with FTXN. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: FTXN Expense: 60 bp ALTAR Score™: 12.7%


ALTERNATIVE ETFs BASED ON OVERLAP WITH FTXN
Ticker Fund
Name		 Overlap1
vs FTXN
(%)		 Expense
ratio
(bp)		 Savings
vs FTXN
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs FTXN
(%)
RSPG Invesco S&P 500 Equal Weight Energy ETF 69.5 40 20 11.5 -1.2
IYE iShares U.S. Energy ETF 68.2 40 20 9.3 -3.4
XLE The Energy Select Sector SPDR Fund 67.2 8 52 9.4 -3.4
FENY Fidelity MSCI Energy Index ETF 65.1 8 52 9.5 -3.3
GXPE Global X PureCap MSCI Energy ETF 64.7 25 35 9.1 -3.7
VDE Vanguard Energy ETF 64.3 9 51 9.4 -3.4
FXN First Trust Energy AlphaDEX Fund 60.5 62 -2 15.3 +2.6
DRLL Strive U.S. Energy ETF 55.4 41 19 10.8 -2.0
IGE iShares North American Natural Resources ETF 48.1 41 19 7.5 -5.2
IXC iShares Global Energy ETF 47.0 44 16 10.5 -2.3
IEO iShares U.S. Oil & Gas Exploration & Production ETF 46.7 40 20 14.2 +1.4
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF 44.8 35 25 15.4 +2.6
PXI Invesco Dorsey Wright Energy Momentum ETF 43.0 60 0 7.1 -5.6
LNGX Global X U.S. Natural Gas ETF 42.0 45 15 13.7 +0.9
FCG First Trust Natural Gas ETF 39.7 60 0 19.5 +6.7
PXE Invesco Energy Exploration & Production ETF 34.4 60 0 17.2 +4.5
NANR SPDR S&P North American Natural Resources ETF 32.2 35 25 7.9 -4.8
TEXN iShares Texas Equity ETF 29.2 20 40 6.3 -6.5
NVIR Horizon Kinetics Energy and Remediation ETF 28.0 85 -25 6.8 -5.9
EQRR ProShares Equities for Rising Rates ETF 26.6 35 25 7.9 -4.8
EIPI FT Energy Income Partners Enhanced Income ETF 23.9 110 -50 7.1 -5.6
EIPX FT Energy Income Partners Strategy ETF 23.6 95 -35 8.2 -4.5
FDL First Trust Morningstar Dividend Leaders Index Fund 23.4 45 15 10.8 -2.0
VFLO VictoryShares Free Cash Flow ETF 22.6 39 21 9.9 -2.8
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 22.2 55 5 6.7 -6.1
AVIE Avantis  Inflation Focused Equity ETF 22.1 25 35 7.2 -5.6
SMRI Bushido Capital US Equity ETF 21.5 71 -11 10.0 -2.8
USCF Themes US Cash Flow Champions ETF 21.2 29 31 8.5 -4.2
HDV iShares Core High Dividend ETF 21.1 8 52 7.3 -5.5
LGCF Themes US Cash Flow Champions ETF 19.6 30 30 8.3 -4.5
SCHD Schwab US Dividend Equity ETF 19.2 6 54 10.1 -2.6
SPVU Invesco S&P 500 Enhanced Value ETF 17.2 13 47 9.9 -2.8
FTWO Strive FAANG 2.0 ETF 17.2 49 11 4.3 -8.4
FTDS First Trust Dividend Strength ETF 17.1 70 -10 8.5 -4.2
HAP VanEck Natural Resources ETF 16.8 50 10 8.7 -4.0
TPHD Timothy Plan High Dividend Stock ETF 16.7 52 8 7.3 -5.5
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 16.7 60 0 8.1 -4.6
TPHE Timothy Plan High Dividend Stock Enhanced ETF 16.6 54 6 7.2 -5.6
TXS Texas Capital Texas Equity Index ETF 16.4 49 11 6.1 -6.6
FLOW Global X U.S. Cash Flow Kings 100 ETF 15.9 25 35 12.0 -0.7
QDIV Global X S&P 500 Quality Dividend ETF 15.7 20 40 9.0 -3.7
EINC VanEck Energy Income ETF 15.7 48 12 5.9 -6.9
MLPX Global X MLP & Energy Infrastructure ETF 15.7 45 15 6.1 -6.7
USAI Pacer American Energy Independence ETF 15.7 75 -15 5.0 -7.7
DURA VanEck Durable High Dividend ETF 15.6 29 31 7.5 -5.3
AMZA InfraCap MLP ETF 15.5 164 -104 8.3 -4.4
TPYP Tortoise North American Pipeline Fund 15.4 40 20 6.1 -6.6
PWV Invesco Large Cap Value ETF 15.2 55 5 7.6 -5.1
ENFR Alerian Energy Infrastructure ETF 15.1 35 25 6.2 -6.6
COWZ Pacer US Cash Cows 100 ETF 15.1 49 11 8.4 -4.3
UMI USCF Midstream Energy Income Fund ETF 14.9 85 -25 5.8 -6.9
EQIN Columbia US Equity Income ETF 14.4 35 25 7.0 -5.7
DIVN Horizon Dividend Income ETF 14.1 70 -10 7.8 -5.0
BESF Bastion Energy ETF 14.1 80 -20 5.5 -7.3
IVRA Invesco Real Assets ESG ETF 14.1 59 1 6.5 -6.2
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 13.9 59 1 4.9 -7.8
SURE AdvisorShares Insiders Advantage ETF 13.8 90 -30 9.6 -3.2
RDIV Invesco S&P Ultra Dividend Revenue ETF 13.0 39 21 11.6 -1.1
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 12.9 46 14 9.5 -3.3
FTA First Trust Large Cap Value AlphaDEX Fund 12.9 59 1 8.9 -3.9
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 12.8 46 14 5.8 -7.0
GNR SPDR S&P Global Natural Resources ETF 12.7 40 20 10.3 -2.4
AVLV Avantis U.S. Large Cap Value ETF 12.4 15 45 7.7 -5.0
DHS WisdomTree U.S. High Dividend Fund 12.2 38 22 8.1 -4.6
MAGA Point Bridge America First ETF 12.2 72 -12 6.3 -6.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 12.2 35 25 7.9 -4.9
DFLV Dimensional US Large Cap Value ETF 12.1 22 38 7.5 -5.3
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 12.1 38 22 7.8 -4.9
DGLO First Trust RBA Deglobalization ETF 12.0 70 -10 6.8 -6.0
PY Principal Value ETF 11.5 15 45 7.3 -5.5
IEZ iShares U.S. Oil Equipment & Services ETF 11.0 40 20 4.0 -8.8
XES State Street SPDR S&P Oil & Gas Equipment & Services ETF 11.0 35 25 2.0 -10.7
SHRY First Trust Bloomberg Shareholder Yield ETF 10.8 60 0 10.6 -2.1
EMLP First Trust North American Energy Infrastructure Fund 10.8 95 -35 6.2 -6.5
IGF iShares Global Infrastructure ETF 10.7 41 19 4.7 -8.0
GII SPDR S&P Global Infrastructure ETF 10.6 40 20 4.7 -8.0
PXJ Invesco Oil & Gas Services ETF 10.5 63 -3 4.2 -8.5
SPDV AAM S&P 500 High Dividend Value ETF 10.5 29 31 11.9 -0.8
DIVL Madison Dividend Value ETF 10.2 65 -5 5.4 -7.3
BGIG Bahl & Gaynor Income Growth ETF 10.1 45 15 5.2 -7.5
NETZ TCW Transform Systems ETF 9.9 75 -15 2.7 -10.1
SDOG ALPS Sector Dividend Dogs ETF 9.9 36 24 9.6 -3.1
IMCV iShares Morningstar Mid-Cap Value ETF 9.8 6 54 8.2 -4.6
RPV Invesco S&P 500 Pure Value ETF 9.8 35 25 10.1 -2.6
VOE Vanguard Mid-Cap Value ETF 9.8 7 53 7.8 -5.0
DFUV Dimensional US Marketwide Value ETF 9.8 22 38 7.3 -5.4
ONEY State Street SPDR Russell 1000 Yield Focus ETF 9.6 20 40 10.2 -2.6
COWS Amplify Cash Flow Dividend Leaders ETF 9.5 0 60 12.0 -0.7
OIH VanEck Oil Services ETF 9.5 35 25 3.4 -9.4
AKAF The Frontier Economic Fund 9.3 20 40 6.4 -6.4
FPWR First Trust EIP Power Solutions ETF 9.2 96 -36 5.2 -7.6
CRAK VanEck Oil Refiners ETF 9.2 61 -1 12.1 -0.6
ZIG Acquirers Fund 9.2 84 -24 20.3 +7.5
VFVA Vanguard U.S. Value Factor ETF 9.2 13 47 10.4 -2.4
STXV Strive 1000 Value ETF 9.2 18 42 8.2 -4.6
DIVG Invesco S&P 500 High Dividend Growers ETF 9.1 39 21 8.6 -4.2
ECML Euclidean Fundamental Value ETF 9.0 95 -35 10.1 -2.6
FAB First Trust Multi Cap Value AlphaDEX Fund 8.9 67 -7 9.9 -2.9
AVMV Avantis U.S. Mid Cap Value ETF 8.8 20 40 8.7 -4.0
PTL Inspire 500 ETF 8.8 9 51 5.4 -7.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 8.8 60 0 4.4 -8.4
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 8.5 30 30 10.5 -2.3
IUS Invesco RAFI Strategic US ETF 8.5 19 41 6.8 -5.9
DGRW WisdomTree US Quality Dividend Growth Fund 8.4 28 32 5.6 -7.1
MDLV Morgan Dempsey Large Cap Value ETF 8.4 58 2 7.2 -5.6
RBLD First Trust Alerian US NextGen Infrastructure ETF 8.3 65 -5 5.0 -7.7
PKW Invesco Buyback Achievers ETF 8.2 62 -2 8.0 -4.8
AIVL WisdomTree U.S. AI Enhanced Value Fund 8.2 38 22 6.4 -6.3
VYM Vanguard High Dividend Yield Index ETF 8.1 6 54 7.1 -5.7
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 8.1 35 25 6.1 -6.7
DIVB iShares Core Dividend ETF 8.1 5 55 8.2 -4.5
DLN WisdomTree U.S. LargeCap Dividend Fund 8.0 28 32 6.0 -6.7
FNDX Schwab Fundamental US Large Co. Index ETF 7.9 25 35 7.3 -5.5
TCAI Tortoise AI Infrastructure ETF 7.8 65 -5 2.5 -10.2
CCNR ALPS CoreCommodity Natural Resources ETF 7.7 39 21 8.6 -4.1
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 7.7 52 8 5.8 -7.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 7.7 58 2 5.7 -7.0
SFGV Sequoia Global Value ETF 7.6 23 37 8.2 -4.5
FILL iShares MSCI Global Energy Producers ETF 7.6 39 21 1.1 -11.7
SAMT Strategas Macro Thematic Opportunities ETF 7.6 65 -5 2.6 -10.2
FDVV Fidelity High Dividend ETF 7.6 15 45 7.7 -5.1
DTD WisdomTree U.S. Total Dividend Fund 7.4 28 32 6.4 -6.4
FNDB Schwab Fundamental US Broad Market Index ETF 7.4 25 35 7.2 -5.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 7.3 65 -5 2.1 -10.6
YLDE ClearBridge Dividend Strategy ESG ETF 7.3 60 0 5.7 -7.0
SFLO VictoryShares Small Cap Free Cash Flow ETF 7.2 49 11 11.3 -1.4
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 7.2 75 -15 2.8 -9.9
FEX First Trust Large Cap Core AlphaDEX Fund 7.2 59 1 5.8 -6.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 7.1 19 41 6.3 -6.5
CALF Pacer US Small Cap Cash Cows 100 ETF 7.1 59 1 10.3 -2.4
VLU State Street SPDR S&P 1500 Value Tilt ETF 7.0 12 48 7.3 -5.4
EQAL Invesco Russell 1000 Equal Weight ETF 7.0 20 40 7.1 -5.6
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 7.0 60 0 5.9 -6.9
LYLD Cambria Large Cap Shareholder Yield ETF 7.0 59 1 9.7 -3.0
DJD Invesco Dow Jones Industrial Average Dividend ETF 7.0 7 53 7.7 -5.1
VRAI Virtus Real Asset Income ETF 6.9 55 5 10.4 -2.3
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 6.8 7 53 11.0 -1.8
SIXA ETC 6 Meridian Mega Cap Equity ETF 6.8 80 -20 7.0 -5.8
GCOW Pacer Global Cash Cows Dividend ETF 6.8 60 0 10.3 -2.4
WTV WisdomTree US Value Fund of Benef Interest 6.8 12 48 8.8 -3.9
REVS Columbia Research Enhanced Value ETF 6.8 19 41 7.9 -4.9
RWL Invesco S&P 500 Revenue ETF 6.7 39 21 6.8 -6.0
VO Vanguard Mid-Cap ETF 6.7 4 56 6.0 -6.8
DFVX Dimensional US Large Cap Vector ETF 6.7 22 38 6.3 -6.5
EBI Longview Advantage ETF 6.6 35 25 6.7 -6.1
PRXV Praxis Impact Large Cap Value ETF 6.6 36 24 6.6 -6.1
CVY Invesco Zacks Multi-Asset Income ETF 6.6 106 -46 11.7 -1.1
CBSE Clough Select Equity ETF 6.6 85 -25 1.2 -11.6
VTV Vanguard Value ETF 6.5 4 56 6.8 -5.9
PRF Invesco FTSE RAFI US 1000 ETF 6.5 39 21 6.7 -6.0
GVUS Marketbeta Russell 1000 Value Equity ETF 6.4 12 48 6.5 -6.2
SYLD Cambria Shareholder Yield ETF 6.4 59 1 12.5 -0.2
SSPY Syntax Stratified LargeCap ETF 6.4 30 30 6.7 -6.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 6.3 18 42 7.8 -4.9
SHUS Syntax Stratified U.S. Total Market Hedged ETF 6.3 65 -5 6.4 -6.4
FCPI Fidelity Stocks for Inflation ETF 6.3 15 45 8.0 -4.7
CSTK Invesco Comstock Contrarian Equity ETF 6.2 35 25 6.7 -6.0
LVDS JPMorgan Fundamental Data Science Large Value ETF 6.1 49 11 6.6 -6.1
IWS iShares Russell Mid-Cap Value ETF 6.1 23 37 7.2 -5.6
FNK First Trust Mid Cap Value AlphaDEX Fund 6.1 70 -10 10.7 -2.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 6.1 24 36 8.2 -4.5
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 6.0 60 0 4.2 -8.5
QUVU Hartford Quality Value ETF 6.0 46 14 7.4 -5.4
IMCB iShares Morningstar Mid-Cap ETF 6.0 4 56 6.3 -6.4
WBIY WBI Power Factor High Dividend ETF 5.9 100 -40 13.5 +0.7
FELV Fidelity Enhanced Large Cap Value ETF 5.9 18 42 6.7 -6.0
TBG TBG Dividend Focus ETF 5.9 59 1 7.9 -4.8
VOOV Vanguard S&P 500 Value ETF 5.8 7 53 6.2 -6.5
SCHV Schwab U.S. Large-Cap Value ETF 5.8 4 56 6.7 -6.0
IVE iShares S&P 500 Value ETF 5.8 18 42 6.1 -6.6
FUNL CornerCap Fundametrics Large-Cap ETF 5.8 50 10 7.3 -5.5
SPYV State Street SPDR Portfolio S&P 500 Value ETF 5.8 4 56 6.2 -6.5
DEW WisdomTree Global High Dividend Fund 5.8 58 2 8.1 -4.6
JPEF JPMorgan Equity Focus ETF 5.8 50 10 4.5 -8.3
FLDZ RiverNorth Patriot ETF 5.7 75 -15 6.3 -6.5
MBOX Freedom Day Dividend ETF 5.7 39 21 7.8 -5.0
MGV Vanguard Mega Cap Value ETF 5.7 7 53 6.5 -6.3
VONV Vanguard Russell 1000 Value ETF 5.6 7 53 6.5 -6.2
IWD iShares Russell 1000 Value ETF 5.6 19 41 6.4 -6.3
AVUS Avantis U.S. Equity ETF 5.6 15 45 5.7 -7.0
IUSV iShares Core S&P US Value ETF 5.6 4 56 6.4 -6.3
ASLV Allspring Special Large Value ETF 5.6 35 25 6.6 -6.2
RNIN Bushido Capital US SMID Cap Equity ETF 5.6 70 -10 12.5 -0.2
CRTC Xtrackers US National Critical Technologies ETF 5.6 35 25 4.8 -7.9
BGDV Bahl & Gaynor Dividend ETF 5.5 45 15 4.8 -8.0
DVY iShares Select Dividend ETF 5.5 38 22 9.2 -3.6
BIBL Inspire 100 ETF 5.5 35 25 5.2 -7.5
EVUS iShares ESG Aware MSCI USA Value ETF 5.5 18 42 6.4 -6.3
ILCV iShares Morningstar Value ETF 5.5 4 56 6.3 -6.4
IWX iShares Russell Top 200 Value ETF 5.4 20 40 6.0 -6.7
SNPV Xtrackers S&P 500 Value ESG ETF 5.4 15 45 6.8 -5.9
SPGP Invesco S&P 500 GARP ETF 5.3 34 26 6.8 -6.0
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 5.3 27 33 7.3 -5.5
FLV American Century Focused Large Cap Value ETF 5.3 42 18 6.8 -5.9
IWR iShares Russell Midcap ETF 5.3 19 41 6.2 -6.5
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.3 29 31 7.5 -5.3
DGRO iShares Core Dividend Growth ETF 5.2 8 52 6.6 -6.1
HLAL Wahed FTSE USA Shariah ETF 5.2 50 10 4.6 -8.1
EPS WisdomTree U.S. LargeCap Fund 5.1 8 52 5.7 -7.0
MCDS JPMorgan Fundamental Data Science Mid Core ETF 5.1 35 25 5.7 -7.0
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 5.1 30 30 8.2 -4.5
WOMN Impact Shares YWCA Women's Empowerment ETF 5.0 75 -15 5.6 -7.1
SMCF Themes US Small Cap Cash Flow Champions ETF 5.0 29 31 11.9 -0.9
QDF FlexShares Quality Dividend Index Fund 5.0 37 23 6.3 -6.4
JHDV John Hancock U.S. High Dividend ETF 5.0 34 26 6.8 -6.0
GINX SGI Enhanced Global Income ETF 5.0 98 -38 7.8 -4.9
PEXL Pacer US Export Leaders ETF 5.0 60 0 4.5 -8.2
CFA VictoryShares US 500 Volatility Wtd ETF 4.9 35 25 6.1 -6.6
DIVY Sound Equity Dividend Income ETF 4.9 45 15 10.0 -2.8
GOP Unusual Whales Subversive Republican Trading ETF 4.9 50 10 5.4 -7.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 4.9 40 20 6.0 -6.7
VSDA VictoryShares Dividend Accelerator ETF 4.9 35 25 7.4 -5.3
DIVZ TrueShares Low Volatility Equity Income ETF 4.8 65 -5 6.5 -6.3
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 4.8 49 11 9.0 -3.7
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 4.8 15 45 5.0 -7.8
AVMC Avantis U.S. Mid Cap Equity ETF 4.7 18 42 6.8 -5.9
XOEF iShares S&P 500 ex S&P 100 ETF 4.7 20 40 5.6 -7.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.5 9 51 6.2 -6.6
ICAP InfraCap Equity Income Fund ETF 4.5 171 -111 4.3 -8.5
SPXT ProShares S&P 500 Ex-Technology ETF 4.4 9 51 5.5 -7.2
XMAG Defiance Large Cap ex-Mag 7 ETF 4.4 35 25 5.2 -7.6
FTGS First Trust Growth Strength ETF 4.4 60 0 4.5 -8.2
DFSV Dimensional US Small Cap Value ETF 4.4 31 29 10.3 -2.5
RSP Invesco S&P 500 Equal Weight ETF 4.4 20 40 6.7 -6.0
GVIP Goldman Sachs Hedge Industry VIP ETF 4.3 45 15 3.2 -9.5
DIVE Dana Concentrated Dividend ETF 4.3 65 -5 7.7 -5.0
VNSE Natixis Vaughan Nelson Select ETF 4.3 80 -20 4.9 -7.9
FMDE Fidelity Enhanced Mid Cap ETF 4.3 23 37 6.0 -6.7
GRPM Invesco S&P MidCap 400 GARP ETF 4.2 35 25 7.8 -4.9
HDUS Hartford Disciplined US Equity ETF 4.2 19 41 5.8 -7.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 4.2 32 28 5.0 -7.8
EZM WisdomTree U.S. MidCap Fund 4.2 38 22 8.6 -4.1
SPMV Invesco S&P 500 Minimum Variance ETF 4.1 10 50 5.6 -7.1
GVLU Gotham 1000 Value ETF 4.1 50 10 9.5 -3.2
DFAT Dimensional U.S. Targeted Value ETF 4.1 28 32 9.9 -2.9
IQRA IQ CBRE Real Assets ETF 4.1 65 -5 5.8 -6.9
FBCV Fidelity Blue Chip Value ETF 4.1 59 1 7.4 -5.4
VFMV Vanguard U.S. Minimum Volatility ETF 4.1 13 47 6.0 -6.8
EUSA iShares MSCI USA Equal Weighted ETF 4.0 9 51 6.3 -6.4
JAVA JPMorgan Active Value ETF 4.0 44 16 6.4 -6.4
SIZE iShares MSCI USA Size Factor ETF 4.0 15 45 6.3 -6.5
DXUV Dimensional US Vector Equity ETF 4.0 28 32 6.0 -6.7
AFOS ARS Focused Opportunities Strategy ETF 4.0 45 15 3.1 -9.7
LIVR Intelligent Livermore ETF 3.9 69 -9 3.6 -9.1
GQI Natixis Gateway Quality Income ETF 3.9 34 26 5.1 -7.7
QVAL Alpha Architect US Quantitative Value ETF 3.9 39 21 10.0 -2.7
AGQI First Trust Active Global Quality Income ETF 3.9 85 -25 5.2 -7.6
SNPE Xtrackers S&P 500 ESG ETF 3.9 10 50 5.0 -7.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.9 29 31 6.4 -6.3
DSPY Tema S&P 500 Historical Weight ETF 3.9 18 42 5.1 -7.6
YOKE Yoke Core ETF 3.9 42 18 5.0 -7.8
INCE Franklin Income Equity Focus ETF 3.9 29 31 5.8 -6.9
JGLO JPMorgan Global Select Equity ETF 3.8 33 27 5.1 -7.7
FNX First Trust Mid Cap Core AlphaDEX Fund 3.8 60 0 6.9 -5.9
NACP Impact Shares NAACP Minority Empowerment ETF 3.8 49 11 4.7 -8.0
DFAC Dimensional U.S. Core Equity 2 ETF 3.8 17 43 5.5 -7.3
SDY State Street SPDR S&P Dividend ETF 3.8 35 25 6.9 -5.9
GKAT Scharf Global Opportunity ETF 3.8 57 3 6.3 -6.4
ESGG FlexShares STOXX Global ESG Select Index Fund 3.8 42 18 5.3 -7.5
DCOR Dimensional US Core Equity 1 ETF 3.8 14 46 5.4 -7.4
RFDA RiverFront Dynamic US Dividend Advantage ETF 3.7 52 8 6.2 -6.5
JHML John Hancock Multifactor Large Cap ETF 3.7 29 31 5.4 -7.4
JHMM John Hancock Multifactor Mid Cap ETF 3.7 42 18 6.3 -6.5
USMC Principal U.S. Mega-Cap ETF 3.7 12 48 4.5 -8.2
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 3.7 60 0 5.0 -7.7
QUS State Street SPDR MSCI USA StrategicFactors ETF 3.7 15 45 5.7 -7.0
FEGE First Eagle Global Equity ETF 3.7 79 -19 6.4 -6.3
NDIV Amplify Natural Resources Dividend Income ETF 3.6 59 1 15.3 +2.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.6 15 45 7.8 -4.9
ULVM VictoryShares US Value Momentum ETF 3.6 20 40 7.3 -5.4
DVND Touchstone Dividend Select ETF 3.6 67 -7 5.6 -7.2
DON WisdomTree U.S. MidCap Dividend Fund 3.5 38 22 9.1 -3.6
DSTL Distillate US Fundamental Stability & Value ETF 3.5 39 21 8.6 -4.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 3.5 15 45 8.0 -4.8
TOPC iShares S&P 500 3% Capped ETF 3.5 15 45 5.1 -7.7
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 3.5 25 35 5.4 -7.4
JVAL JPMorgan U.S. Value Factor ETF 3.5 12 48 7.8 -5.0
SPXN ProShares S&P 500 Ex-Financials ETF 3.5 9 51 4.9 -7.8
RECS Columbia Research Enhanced Core ETF 3.4 15 45 5.8 -6.9
KAT Scharf ETF 3.4 87 -27 5.3 -7.5
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 3.4 56 4 6.3 -6.5
PFM Invesco Dividend Achievers ETF 3.4 53 7 5.3 -7.4
USMF WisdomTree U.S. Multifactor Fund 3.4 28 32 7.4 -5.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 3.4 20 40 5.1 -7.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 3.4 7 53 5.1 -7.6
INRO iShares U.S. Industry Rotation Active ETF 3.4 42 18 4.7 -8.1
ACVF American Conservative Values ETF 3.4 75 -15 4.3 -8.4
NULV Nuveen ESG Large-Cap Value ETF 3.4 26 34 6.4 -6.4
YALL God Bless America ETF 3.3 65 -5 4.7 -8.1
STOX Horizon Core Equity ETF 3.3 70 -10 4.3 -8.5
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 3.3 75 -15 5.2 -7.5
SFTY Horizon Managed Risk ETF 3.3 77 -17 4.2 -8.6
JQUA JPMorgan U.S. Quality Factor ETF 3.3 12 48 5.9 -6.8
FDMO Fidelity Momentum Factor ETF 3.3 15 45 3.6 -9.1
BKLC BNY Mellon US Large Cap Core Equity ETF 3.3 0 60 4.9 -7.8
KLMN Invesco MSCI North America Climate ETF 3.3 9 51 5.0 -7.7
FDLS Inspire Fidelis Multi Factor ETF 3.3 76 -16 4.8 -7.9
FELC Fidelity Enhanced Large Cap Core ETF 3.3 18 42 5.3 -7.4
VOTE TCW Transform 500 ETF 3.2 5 55 4.9 -7.8
FDLO Fidelity Low Volatility Factor ETF 3.2 15 45 5.6 -7.2
DFAU Dimensional US Core Equity Market ETF 3.2 12 48 5.0 -7.7
JOET Virtus Terranova US Quality Momentum ETF 3.2 29 31 4.9 -7.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3.2 11 49 4.9 -7.8
QVML Invesco S&P 500 QVM Multi-factor ETF 3.2 11 49 5.1 -7.6
VFMF Vanguard U.S. Multifactor ETF 3.2 18 42 7.6 -5.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 3.2 7 53 4.9 -7.9
SPXV ProShares S&P 500 Ex-Health Care ETF 3.2 9 51 4.7 -8.1
IFRA iShares U.S. Infrastructure ETF 3.2 30 30 6.5 -6.3
ESMV iShares ESG MSCI USA Min Vol Factor ETF 3.2 18 42 5.8 -7.0
BLES Inspire Global Hope ETF 3.2 61 -1 6.8 -5.9
FVAL Fidelity Value Factor ETF 3.2 15 45 6.7 -6.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 3.2 2 58 5.0 -7.8
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 3.2 47 13 6.1 -6.6
HGRO Hedgeye Quality Growth ETF 3.2 70 -10 3.6 -9.1
PEY Invesco High Yield Equity Dividend Achievers ETF 3.1 52 8 9.8 -3.0
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.1 60 0 6.4 -6.4
SUSA iShares MSCI USA ESG Select ETF 3.1 25 35 4.7 -8.1
SIXL ETC 6 Meridian Low Beta Equity ETF 3.1 80 -20 6.4 -6.3
BRIF FIS Bright Portfolios Focused Equity ETF 3.1 65 -5 4.8 -7.9
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 3.1 12 48 6.1 -6.7
ABEQ Absolute Select Value ETF 3.1 85 -25 4.7 -8.0
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 3.1 60 0 10.0 -2.8
FTCE First Trust New Constructs Core Earnings Leaders ETF 3.1 60 0 5.3 -7.5
FQAL Fidelity Quality Factor ETF 3.1 15 45 5.9 -6.9
ESGU iShares ESG Aware MSCI USA ETF 3.1 15 45 4.9 -7.9
JCTR JPMorgan Carbon Transition U.S. Equity ETF 3.1 15 45 4.7 -8.1
ROUS Hartford Multifactor US Equity ETF 3.1 19 41 7.0 -5.8
RAUS RACWI US ETF 3.1 15 45 4.9 -7.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 3.0 14 46 4.9 -7.9
LCDS JPMorgan Fundamental Data Science Large Core ETF 3.0 30 30 4.8 -8.0
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 3.0 50 10 8.7 -4.0
ROE Astoria US Quality Kings ETF 3.0 49 11 6.9 -5.8
PSCE Invesco S&P SmallCap Energy ETF 3.0 29 31 9.8 -2.9
EDOW First Trust Dow 30 Equal Weight ETF 3.0 50 10 5.4 -7.3
ADME Aptus Drawdown Managed Equity ETF 3.0 79 -19 4.0 -8.8
PUI Invesco Dorsey Wright Utilities Momentum ETF 3.0 60 0 4.9 -7.8
JMOM JPMorgan U.S. Momentum Factor ETF 3.0 12 48 4.6 -8.1
BKWO BNY Mellon Women's Opportunities ETF 3.0 50 10 3.9 -8.9
SMAP Amplify Small-Mid Cap Equity ETF 3.0 60 0 5.5 -7.2
VALQ American Century U.S. Quality Value ETF 3.0 29 31 7.9 -4.8
FMKT The Free Markets ETF 3.0 76 -16 4.2 -8.5
EQWL Invesco S&P 100 Equal Weight ETF 2.9 25 35 6.2 -6.6
CATH Global X S&P 500 Catholic Values Custom ETF 2.9 29 31 4.7 -8.1
QUAL iShares MSCI USA Quality Factor ETF 2.9 15 45 5.2 -7.5
STRV Strive 500 ETF 2.9 5 55 4.8 -7.9
BDIV AAM Brentview Dividend Growth ETF 2.9 49 11 4.4 -8.4
PBUS Invesco MSCI USA ETF 2.9 4 56 4.9 -7.9
ILCB iShares Morningstar U.S. Equity ETF 2.9 3 57 4.8 -7.9
GXLC Global X U.S. 500 ETF 2.9 2 58 4.8 -7.9
FFLC Fidelity Fundamental Large Cap Core ETF 2.9 38 22 4.6 -8.2
CHRI Global X S&P 500 Christian Values ETF 2.9 29 31 4.6 -8.1
VOO Vanguard S&P 500 ETF 2.9 3 57 5.0 -7.8
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 2.9 5 55 8.0 -4.8
USMV iShares MSCI USA Min Vol Factor ETF 2.9 15 45 5.8 -7.0
TOV JLens 500 Jewish Advocacy U.S. ETF 2.9 18 42 4.7 -8.1
VV Vanguard Large-Cap ETF 2.9 4 56 4.8 -7.9
SHE State Street SPDR MSCI USA Gender Diversity ETF 2.9 20 40 5.3 -7.4
IVV iShares Core S&P 500 ETF 2.9 3 57 4.9 -7.8
ISCV iShares Morningstar Small Cap Value ETF 2.9 6 54 8.4 -4.4
SPXM Azoria 500 Meritocracy ETF 2.9 47 13 4.6 -8.2
HAPI Harbor Human Capital Factor US Large Cap ETF 2.9 36 24 5.0 -7.8
SPYM State Street SPDR Portfolio S&P 500 ETF 2.9 2 58 4.9 -7.8
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.9 35 25 6.3 -6.5
VONE Vanguard Russell 1000 ETF 2.9 7 53 4.9 -7.8
NULC Nuveen ESG Large-Cap ETF 2.9 21 39 5.2 -7.5
SPY SPDR S&P 500 ETF 2.9 9 51 4.9 -7.9
IWB iShares Russell 1000 ETF 2.8 15 45 4.8 -7.9
SCHX Schwab U.S. Large-Cap ETF 2.8 3 57 5.0 -7.8
BFOR ALPS Barron's 400 ETF 2.8 65 -5 5.9 -6.9
AUSF Global X Adaptive U.S. Factor ETF 2.8 27 33 8.9 -3.9
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 2.8 55 5 10.3 -2.4
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 2.8 20 40 6.8 -6.0
IYY iShares Dow Jones U.S. ETF 2.8 20 40 4.8 -8.0
VLUE iShares MSCI USA Value Factor ETF 2.8 15 45 9.2 -3.6
LRGC AB US Large Cap Strategic Equities ETF 2.8 48 12 4.6 -8.2
DFUS Dimensional U.S. Equity ETF 2.8 9 51 4.8 -7.9
JHSC John Hancock Multifactor Small Cap ETF 2.8 42 18 6.6 -6.1
RDVY First Trust Rising Dividend Achievers ETF 2.8 50 10 6.3 -6.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.8 9 51 5.3 -7.4
SCHK Schwab 1000 Index ETF 2.8 5 55 5.0 -7.8
CGUS Capital Group Core Equity ETF 2.8 33 27 4.4 -8.3
FSST Fidelity Sustainable U.S. Equity ETF 2.8 59 1 4.3 -8.4
WLDR Affinity World Leaders Equity ETF 2.8 67 -7 7.6 -5.1
GPT Intelligent Alpha Atlas ETF 2.8 69 -9 5.8 -6.9
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 2.8 15 45 6.6 -6.2
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 2.8 3 57 5.1 -7.7
VTI Vanguard Total Stock Market ETF 2.8 3 57 4.9 -7.9
VTHR Vanguard Russell 3000 ETF 2.8 7 53 4.8 -7.9
FDRR Fidelity Dividend ETF for Rising Rates 2.8 15 45 6.9 -5.9
VFMO Vanguard U.S. Momentum Factor ETF 2.7 13 47 3.0 -9.8
IWV iShares Russell 3000 ETF 2.7 20 40 4.7 -8.0
HAPY Harbor Human Capital Factor Unconstrained ETF 2.7 50 10 5.9 -6.9
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.7 8 52 4.9 -7.8
VIG Vanguard Dividend Appreciation ETF 2.7 5 55 5.6 -7.2
INFL Horizon Kinetics Inflation Beneficiaries ETF 2.7 85 -25 3.5 -9.3
OEI Optimized Equity Income ETF 2.7 75 -15 3.9 -8.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.7 3 57 4.8 -7.9
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.7 45 15 4.5 -8.3
SCHB Schwab U.S. Broad Market ETF 2.7 3 57 5.0 -7.8
AFLG First Trust Active Factor Large Cap ETF 2.7 55 5 6.4 -6.4
SAMM Strategas Macro Momentum ETF 2.7 66 -6 2.3 -10.5
SXQG ETC 6 Meridian Quality Growth ETF 2.6 100 -40 5.0 -7.8
QLV FlexShares US Quality Low Volatility Index Fund 2.6 22 38 5.8 -6.9
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.6 49 11 4.9 -7.9
KONG Formidable Fortress ETF 2.6 89 -29 5.8 -6.9
FYT First Trust Small Cap Value AlphaDEX Fund 2.6 73 -13 11.6 -1.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.6 7 53 5.7 -7.0
RVRB Reverb ETF 2.6 30 30 4.6 -8.2
DGT State Street SPDR Global Dow ETF 2.6 50 10 6.5 -6.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.6 24 36 7.4 -5.3
OALC OneAscent Large Cap Core ETF 2.6 86 -26 4.1 -8.6
IWP iShares Russell Mid-Cap Growth ETF 2.6 23 37 3.3 -9.4
LRGF iShares U.S. Equity Factor ETF 2.5 8 52 5.5 -7.2
TOPT iShares Top 20 U.S. Stocks ETF 2.5 20 40 4.0 -8.8
JEPI JPMorgan Equity Premium Income ETF 2.5 35 25 5.8 -7.0
GURU Global X Guru Index ETF 2.5 75 -15 2.8 -10.0
FDWM Fidelity Women's Leadership ETF 2.5 59 1 4.9 -7.8
KOKU Xtrackers MSCI Kokusai Equity ETF 2.5 9 51 5.1 -7.6
SPHB Invesco S&P 500 High Beta ETF 2.4 25 35 4.7 -8.1
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.4 60 0 6.1 -6.7
VSLU Applied Finance Valuation Large Cap ETF 2.4 49 11 5.9 -6.8
LCF Touchstone US Large Cap Focused ETF 2.3 69 -9 4.3 -8.5
GEW Cambria Global EW ETF 2.3 29 31 5.9 -6.9
GLRY Inspire Faithward Mid Cap Momentum ETF 2.3 80 -20 6.2 -6.6
NUMG Nuveen ESG Mid-Cap Growth ETF 2.3 31 29 2.6 -10.1
MID American Century Mid Cap Growth Impact ETF 2.3 45 15 3.6 -9.1
QWLD SPDR MSCI World StrategicFactors ETF 2.3 30 30 5.7 -7.0
SPVM Invesco S&P 500 Value with Momentum ETF 2.3 39 21 7.4 -5.4
FFND Future Fund Active ETF 2.3 100 -40 3.8 -8.9
IJJ iShares S&P Mid-Cap 400 Value ETF 2.3 18 42 8.6 -4.1
AVUV Avantis U.S. Small Cap Value ETF 2.3 25 35 9.6 -3.2
KOCG FIS Knights of Columbus Global Belief ETF 2.3 75 -15 4.9 -7.8
LOUP Innovator Deepwater Frontier Tech ETF 2.3 70 -10 1.0 -11.7
KLMT Invesco MSCI Global Climate 500 ETF 2.3 10 50 5.6 -7.1
VOT Vanguard Mid-Cap Growth ETF 2.3 7 53 3.5 -9.2
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.2 19 41 5.5 -7.3
IWL iShares Russell Top 200 ETF 2.2 15 45 4.5 -8.2
XLG Invesco S&P 500 Top 50 ETF 2.2 20 40 4.2 -8.6
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 2.2 15 45 8.6 -4.1
BLCR iShares Large Cap Core Active ETF 2.2 36 24 3.7 -9.0
DAK Dakota Active Equity ETF 2.2 43 17 4.5 -8.3
TOK iShares MSCI Kokusai ETF 2.2 26 34 4.9 -7.8
GDIV Harbor Dividend Growth Leaders ETF 2.2 50 10 5.3 -7.5
IOO iShares Global 100 ETF 2.2 41 19 4.6 -8.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.2 10 50 8.6 -4.1
OEF iShares S&P 100 ETF 2.2 20 40 4.5 -8.3
MGC Vanguard Mega Cap ETF 2.2 7 53 4.6 -8.1
KRMA Global X Conscious Companies ETF 2.2 43 17 6.0 -6.7
DUHP Dimensional US High Profitability ETF 2.2 21 39 6.3 -6.5
APUE ActivePassive U.S. Equity ETF 2.2 45 15 4.6 -8.1
VBR Vanguard Small Cap Value ETF 2.2 7 53 8.9 -3.8
MDY SPDR S&P Midcap 400 ETF Trust 2.1 24 36 7.0 -5.8
IJH iShares Core S&P Mid-Cap ETF 2.1 5 55 7.2 -5.6
BOUT Innovator IBD Breakout Opportunities ETF 2.1 81 -21 5.2 -7.5
SGRT SMART Earnings Growth 30 ETF 2.1 59 1 2.3 -10.4
GSPY Gotham Enhanced 500 ETF 2.1 50 10 5.3 -7.5
NUDV Nuveen ESG Dividend ETF 2.1 26 34 7.7 -5.1
SMLF iShares U.S. SmallCap Equity Factor ETF 2.1 15 45 5.9 -6.8
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 2.1 58 2 4.5 -8.2
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.1 20 40 4.8 -8.0
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.1 25 35 4.9 -7.8
COPY Tweedy, Browne Insider + Value ETF 2.1 80 -20 11.5 -1.3
URTH iShares MSCI World ETF 2.1 24 36 5.0 -7.8
AVUQ Avantis U.S. Quality ETF 2.1 15 45 4.4 -8.3
DEUS Xtrackers Russell US Multifactor ETF 2.1 17 43 7.0 -5.8
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 2.1 35 25 4.2 -8.6
IVOO Vanguard S&P Mid-Cap 400 ETF 2.1 7 53 7.2 -5.5
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 2.0 3 57 7.2 -5.6
ABIG Argent Large Cap ETF 2.0 49 11 5.3 -7.5
SMOT VanEck Morningstar SMID Moat ETF 2.0 49 11 6.7 -6.0
FTCS First Trust Capital Strength ETF 2.0 55 5 5.9 -6.8
IJK iShares S&P Mid-Cap 400 Growth ETF 2.0 17 43 5.7 -7.0
GRPZ Invesco S&P SmallCap 600 GARP ETF 2.0 35 25 7.3 -5.4
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 2.0 60 0 7.0 -5.8
DFAS Dimensional U.S. Small Cap ETF 2.0 26 34 6.6 -6.2
SFY SoFi Select 500 ETF 2.0 0 60 4.5 -8.2
TIME Clockwise Core Equity & Innovation ETF 2.0 95 -35 4.0 -8.8
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.0 70 -10 5.1 -7.6
VB Vanguard Small-Cap ETF 2.0 5 55 6.0 -6.7
RFFC ALPS Active Equity Opportunity ETF 2.0 48 12 4.5 -8.2
BEEX BeeHive ETF 2.0 84 -24 4.3 -8.5
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 2.0 35 25 9.2 -3.5
NUMV Nuveen ESG Mid-Cap Value ETF 2.0 31 29 6.9 -5.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.0 4 56 5.9 -6.9
DSMC Distillate Small/Mid Cash Flow ETF 1.9 55 5 12.9 +0.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.9 10 50 5.9 -6.8
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 1.9 65 -5 -1.3 -14.0
CAML Congress Large Cap Growth ETF 1.9 66 -6 3.4 -9.3
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.9 15 45 5.8 -7.0
DIA SPDR Dow Jones Industrial Average ETF 1.9 16 44 5.4 -7.3
IMCG iShares Morningstar Mid-Cap Growth ETF 1.9 6 54 4.3 -8.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.9 10 50 5.0 -7.8
QLC FlexShares US Quality Large Cap Index Fund 1.9 25 35 5.3 -7.5
SCHM Schwab U.S. Mid-Cap ETF 1.8 4 56 6.9 -5.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.8 9 51 5.5 -7.2
ACWI iShares MSCI ACWI ETF 1.8 32 28 5.4 -7.4
FPAG FPA Global Equity ETF 1.8 49 11 5.6 -7.1
SWP SWP Growth & Income ETF 1.8 99 -39 4.2 -8.6
JPSV JPMorgan Active Small Cap Value ETF 1.8 74 -14 8.6 -4.2
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.8 35 25 5.3 -7.4
VCLN Virtus Duff & Phelps Clean Energy ETF 1.8 59 1 4.1 -8.7
FLRG Fidelity U.S. Multifactor ETF 1.8 15 45 7.0 -5.7
VBK Vanguard Small-Cap Growth ETF 1.8 7 53 1.7 -11.0
WCEO Hypatia Women CEO ETF 1.8 85 -25 3.2 -9.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.8 30 30 4.5 -8.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.8 15 45 7.2 -5.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.8 9 51 4.8 -7.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.8 17 43 5.9 -6.8
VT Vanguard Total World Stock ETF 1.7 6 54 5.8 -7.0
VFQY Vanguard U.S. Quality Factor ETF 1.7 13 47 6.1 -6.7
IJT iShares S&P Small-Cap 600 Growth ETF 1.7 18 42 5.4 -7.4
CGGR Capital Group Growth ETF 1.7 39 21 3.4 -9.3
RWK Invesco S&P MidCap 400 Revenue ETF 1.7 39 21 9.4 -3.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.7 10 50 5.5 -7.2
QGRO American Century U.S. Quality Growth ETF 1.7 29 31 3.8 -8.9
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.7 15 45 8.8 -3.9
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.6 15 45 5.4 -7.4
XSHQ Invesco S&P SmallCap Quality ETF 1.6 29 31 7.7 -5.0
TMFX Motley Fool Next Index ETF 1.6 50 10 3.1 -9.7
STXK Strive Small-Cap ETF 1.6 18 42 6.0 -6.8
LGRO Level Four Large Cap Growth Active ETF 1.6 55 5 4.2 -8.6
SGLC SGI U.S. Large Cap Core ETF 1.6 85 -25 4.1 -8.7
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.6 52 8 6.4 -6.4
SUSL iShares ESG MSCI USA Leaders ETF 1.6 10 50 4.9 -7.8
ISCB iShares Morningstar Small-Cap ETF 1.6 4 56 5.7 -7.0
BWEB Bitwise Web3 ETF 1.6 85 -25 0.0 -12.7
PRAY FIS Christian Stock Fund 1.6 69 -9 5.2 -7.6
TMDV ProShares Russell US Dividend Growers ETF 1.6 35 25 7.0 -5.8
AIEQ AI Powered Equity ETF 1.5 75 -15 4.7 -8.0
VXF Vanguard Extended Market ETF 1.5 5 55 4.4 -8.3
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.5 43 17 6.1 -6.7
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.5 12 48 4.0 -8.8
SFYX SoFi Next 500 ETF 1.5 0 60 5.8 -6.9
RFV Invesco S&P Midcap 400 Pure Value ETF 1.5 35 25 12.9 +0.1
RGEF Rockefeller Global Equity ETF 1.5 55 5 4.6 -8.1
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 1.4 49 11 4.2 -8.6
FSMD Fidelity Small-Mid Multifactor ETF 1.4 15 45 6.9 -5.9
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.4 35 25 3.7 -9.1
GQQQ Astoria US Quality Growth Kings ETF 1.4 35 25 4.6 -8.1
DUSA Davis Select U.S. Equity ETF 1.4 61 -1 7.3 -5.4
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.4 59 1 6.4 -6.4
STXM Strive Mid-Cap ETF 1.4 18 42 6.4 -6.4
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.4 15 45 6.0 -6.7
OSCV Opus Small Cap Value ETF 1.4 79 -19 7.1 -5.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.4 25 35 6.0 -6.7
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.4 35 25 7.5 -5.2
TPSC Timothy Plan US Small Cap Core ETF 1.4 52 8 7.0 -5.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.4 15 45 4.5 -8.2
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 1.3 12 48 8.0 -4.8
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.3 80 -20 7.5 -5.2
LEAD Siren DIVCON Leaders Dividend ETF 1.3 43 17 4.4 -8.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.3 25 35 7.7 -5.0
DUNK Dana Unconstrained Equity ETF 1.3 75 -15 2.4 -10.3
FYX First Trust Small Cap Core AlphaDEX Fund 1.3 61 -1 5.7 -7.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.3 15 45 7.6 -5.2
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.3 35 25 7.3 -5.5
PSC Principal U.S. Small-Cap ETF 1.3 38 22 6.8 -5.9
FVD First Trust Value Line Dividend Index Fund 1.3 65 -5 6.3 -6.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.3 20 40 5.4 -7.3
BUL Pacer US Cash Cows Growth ETF 1.2 60 0 5.0 -7.8
IQM Franklin Intelligent Machines ETF 1.2 50 10 2.1 -10.7
SPMO Invesco S&P 500 Momentum ETF 1.2 13 47 4.0 -8.8
DSI iShares MSCI KLD 400 Social ETF 1.2 25 35 4.9 -7.8
AFMC First Trust Active Factor Mid Cap ETF 1.2 65 -5 8.2 -4.6
SCDS JPMorgan Fundamental Data Science Small Core ETF 1.2 40 20 4.7 -8.1
XJH iShares ESG Screened S&P Mid-Cap ETF 1.2 12 48 7.1 -5.6
FELG Fidelity Enhanced Large Cap Growth ETF 1.1 18 42 4.8 -7.9
DFSU Dimensional US Sustainability Core 1 ETF 1.1 18 42 5.3 -7.5
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.1 75 -15 7.7 -5.1
RJDI RJ Eagle GCM Dividend Select Income ETF 1.1 55 5 5.5 -7.3
IJR iShares Core S&P Small Cap ETF 1.1 6 54 7.5 -5.2
RPG Invesco S&P 500 Pure Growth ETF 1.1 35 25 3.4 -9.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.1 60 0 4.8 -8.0
SMMD iShares Russell 2500 ETF 1.1 15 45 6.7 -6.1
BKSE BNY Mellon US Small Cap Core Equity ETF 1.1 4 56 5.8 -7.0
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.0 3 57 7.5 -5.2
NIXT Research Affiliates Deletions ETF 1.0 9 51 8.0 -4.7
EGUS iShares ESG Aware MSCI USA Growth ETF 1.0 18 42 3.8 -9.0
VIOO Vanguard S&P Small-Cap 600 ETF 1.0 7 53 7.5 -5.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.0 70 -10 2.1 -10.6
CDIG City Different Investments Global Equity ETF 1.0 75 -15 0.6 -12.1
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.0 20 40 8.2 -4.6
VUSE Vident U.S. Equity Strategy ETF 1.0 50 10 4.3 -8.4
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.0 95 -35 -0.4 -13.1
QGRW WisdomTree U.S. Quality Growth Fund 1.0 28 32 4.3 -8.4
XVV iShares ESG Screened S&P 500 ETF 1.0 8 52 4.8 -7.9
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.0 29 31 7.9 -4.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.0 29 31 4.7 -8.1
CVAR Cultivar ETF 0.9 87 -27 7.4 -5.4
VOLT Tema Electrification ETF 0.9 75 -15 3.7 -9.1
DES WisdomTree U.S. SmallCap Dividend Fund 0.9 38 22 9.1 -3.7
QDEF FlexShares Quality Dividend Defensive Index Fund 0.9 37 23 6.3 -6.5
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.9 20 40 4.7 -8.1
GLOF iShares Global Equity Factor ETF 0.9 20 40 6.7 -6.0
ALTL Pacer Lunt Large Cap Alternator ETF 0.9 60 0 4.9 -7.9
RSHO Tema American Reshoring ETF 0.9 75 -15 4.6 -8.1
SNPG Xtrackers S&P 500 Growth ESG ETF 0.9 15 45 4.7 -8.1
FNDA Schwab Fundamental US Small Co. Index ETF 0.9 25 35 7.6 -5.1
VAMO Cambria Value & Momentum ETF 0.9 61 -1 6.1 -6.6
JGRO JPMorgan Active Growth ETF 0.8 44 16 3.6 -9.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.8 75 -15 4.1 -8.7
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 0.8 40 20 7.4 -5.3
XMMO Invesco S&P MidCap Momentum ETF 0.8 34 26 4.3 -8.5
FPX First Trust US Equity Opportunities ETF 0.8 61 -1 0.9 -11.8
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.8 70 -10 4.9 -7.8
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 0.8 49 11 7.1 -5.7
RSSL Global X Russell 2000 ETF 0.8 8 52 3.5 -9.2
LST Leuthold Select Industries ETF 0.8 91 -31 5.7 -7.1
NUSC Nuveen ESG Small-Cap ETF 0.8 31 29 5.2 -7.6
PSET Principal Quality ETF 0.8 15 45 5.6 -7.2
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.8 35 25 7.3 -5.5
FESM Fidelity Enhanced Small Cap ETF 0.8 28 32 3.2 -9.5
SIXS ETC 6 Meridian Small Cap Equity ETF 0.8 89 -29 9.6 -3.1
SVAL iShares US Small Cap Value Factor ETF 0.7 20 40 8.7 -4.1
ASCE Allspring SMID Core ETF 0.7 38 22 9.1 -3.7
CGGO Capital Group Global Growth Equity ETF 0.7 47 13 4.4 -8.3
SFYF SoFi Social 50 ETF 0.7 29 31 1.0 -11.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.7 39 21 3.0 -9.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.7 9 51 3.9 -8.9
CSMD Congress SMid Growth ETF 0.7 69 -9 4.0 -8.7
DARP Grizzle Growth ETF 0.7 75 -15 2.8 -9.9
TAX Cambria Tax Aware ETF 0.7 49 11 6.0 -6.7
CGDV Capital Group Dividend Value ETF 0.7 33 27 4.6 -8.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.7 20 40 6.0 -6.7
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.6 39 21 9.6 -3.1
TTAC FCF US Quality ETF 0.6 59 1 6.2 -6.5
SPHQ Invesco S&P 500 Quality ETF 0.6 15 45 5.6 -7.1
SCHA Schwab U.S. Small-Cap ETF 0.6 4 56 5.5 -7.2
LOWV AB US Low Volatility Equity ETF 0.6 48 12 5.5 -7.3
TCV Towle Value ETF 0.6 85 -25 11.1 -1.7
CGDG Capital Group Dividend Growers ETF 0.6 47 13 6.0 -6.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.6 20 40 5.4 -7.4
OPTZ Optimize Strategy Index ETF 0.6 50 10 4.8 -8.0
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.6 40 20 3.8 -9.0
SCHG Schwab U.S. Large-Cap Growth ETF 0.6 4 56 3.8 -8.9
RAYD Rayliant Quantitative Developed Market Equity ETF 0.6 80 -20 4.3 -8.4
XJR iShares ESG Screened S&P Small-Cap ETF 0.6 12 48 7.5 -5.3
IWN iShares Russell 2000 Value ETF 0.6 24 36 6.3 -6.4
IWM iShares Russell 2000 ETF 0.6 19 41 3.5 -9.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.6 64 -4 1.2 -11.6
IWO iShares Russell 2000 Growth ETF 0.6 24 36 0.8 -11.9
STXG Strive 1000 Growth ETF 0.6 18 42 3.9 -8.9
VTWO Vanguard Russell 2000 ETF 0.6 7 53 3.6 -9.1
VTWG Vanguard Russell 2000 Growth ETF 0.6 10 50 0.9 -11.8
VTWV Vanguard Russell 2000 Value ETF 0.6 10 50 6.4 -6.4
PRXG Praxis Impact Large Cap Growth ETF 0.6 36 24 3.7 -9.1
FLQL Franklin LibertyQ U.S. Equity ETF 0.6 15 45 5.4 -7.3
CZAR Themes Natural Monopoly ETF 0.5 35 25 5.6 -7.1
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.5 38 22 9.8 -2.9
HAPS Harbor Human Capital Factor US Small Cap ETF 0.5 60 0 3.8 -9.0
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.5 30 30 17.0 +4.3
XSMO Invesco S&P SmallCap Momentum ETF 0.5 39 21 4.5 -8.2
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.5 55 5 4.2 -8.6
FTC First Trust Large Cap Growth AlphaDEX Fund 0.5 59 1 2.0 -10.7
ITAN Sparkline Intangible Value ETF 0.5 50 10 6.5 -6.2
ABLD Abacus FCF Real Assets Leaders ETF 0.5 69 -9 7.1 -5.6
QQQ Invesco QQQ Trust Series I 0.5 20 40 4.2 -8.5
QQQM Invesco NASDAQ 100 ETF 0.5 15 45 4.3 -8.5
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 0.5 49 11 3.7 -9.0
VUG Vanguard Growth ETF 0.5 4 56 4.3 -8.5
RNMC First Trust Mid Cap US Equity Select ETF 0.5 60 0 7.0 -5.7
ALIL Argent Focused Small Cap ETF 0.5 74 -14 6.6 -6.1
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.5 59 1 9.9 -2.9
IUSG iShares Core S&P U.S. Growth ETF 0.5 4 56 4.2 -8.6
EMOT First Trust S&P 500 Economic Moat ETF 0.5 60 0 8.7 -4.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.5 30 30 6.8 -5.9
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.4 15 45 4.9 -7.9
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.4 47 13 9.0 -3.8
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 39 3.8 -9.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.4 12 48 4.7 -8.0
XMHQ Invesco S&P MidCap Quality ETF 0.4 25 35 6.8 -5.9
VOOG Vanguard S&P 500 Growth ETF 0.4 7 53 4.2 -8.5
IJS iShares S&P Small-Cap 600 Value ETF 0.4 18 42 9.7 -3.0
IVW iShares S&P 500 Growth ETF 0.4 18 42 4.0 -8.8
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.4 4 56 4.1 -8.6
ISMD Inspire Small/Mid Cap ETF 0.4 54 6 5.2 -7.5
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.4 15 45 9.7 -3.1
ILCG iShares Morningstar Growth ETF 0.4 4 56 3.8 -9.0
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.3 10 50 9.6 -3.2
ISCG iShares Morningstar Small-Cap Growth ETF 0.3 6 54 2.9 -9.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.3 39 21 4.9 -7.8
EES WisdomTree U.S. SmallCap Fund 0.3 38 22 8.5 -4.3
VONG Vanguard Russell 1000 Growth ETF 0.3 7 53 4.5 -8.2
IWF iShares Russell 1000 Growth ETF 0.3 19 41 4.2 -8.6
TMFS Motley Fool Small-Cap Growth ETF 0.3 85 -25 2.6 -10.1
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.3 49 11 6.2 -6.6
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 0.3 29 31 6.9 -5.8
YNOT Horizon Digital Frontier ETF 0.2 75 -15 3.2 -9.5
TMFC Motley Fool 100 Index ETF 0.2 50 10 3.5 -9.2
THRO iShares U.S. Thematic Rotation Active ETF 0.1 90 -30 3.8 -8.9
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.1 12 48 7.3 -5.4
AVSC Avantis U.S Small Cap Equity ETF 0.1 25 35 5.1 -7.7
STXD Strive 1000 Dividend Growth ETF 0.1 35 25 5.0 -7.7
LQPE PEO AlphaQuest Thematic PE ETF 0.1 125 -65 6.8 -5.9
ROSC Hartford Multifactor Small Cap ETF 0.1 34 26 8.8 -4.0
MTUM iShares MSCI USA Momentum Factor ETF 0.1 15 45 3.1 -9.6
AFSM First Trust Active Factor Small Cap ETF 0.0 75 -15 7.4 -5.4
IWY iShares Russell Top 200 Growth ETF 0.0 20 40 4.3 -8.5
ARB AltShares Merger Arbitrage ETF 0.0 77 -17 3.9 -8.8
FBCG Fidelity Blue Chip Growth ETF 0.0 59 1 2.9 -9.9
MLPA Global X MLP ETF 0.0 45 15 9.7 -3.0

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

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 First Trust Nasdaq Oil & Gas ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

SPECULATIVE
Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 19.8 %
Divided by: Fwd. P/BV 1.5 x
Less: Expense ratio 60 bp
Equals: ALTAR Score 12.7 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.57 CATEGORY
AVERAGE		 1.58
 
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.