First Trust Nasdaq Transportation ETF
ALTAR
Score™		 9.2% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 13.0x P/Sales
ratio		 0.6x
P/BV
ratio		 1.9x Div.
yield		 2.6%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The First Trust Nasdaq Transportation ETF tracks an index composed of 30 U.S. transportation companies. Holdings are selected by their liquidity, and weighted based on volatility, value, and growth factors.

FUND BASICS
Category Global Equities
Fund Sponsor First Trust
Website www.ftportfolios.com
Inception date Sep 20, 2016
Assets (mns) $30
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 39
Wgt avg mkt cap (mns) $115,494
Large cap (>$10bn) 81.1%
Mid cap ($2-10bn) 18.9%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
FORD MOTOR CO 9.2 %
TESLA MOTORS INC 9.0 %
GENERAL MOTORS CO 8.2 %
UNITED PARCEL SERVICE-CL B 6.9 %
UNITED CONTINENTAL HOLDINGS 6.9 %
UNITED RENTALS INC 4.8 %
NORFOLK SOUTHERN CORP 4.2 %
CSX CORP 4.2 %
UNION PACIFIC CORP 3.8 %
PACCAR INC 3.6 %
Total 60.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 99.9 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-8.0% 3.4% 11.7% -- 6.4%

Market Correlations
versus... Beta R-squared
S&P500 1.46 81%
MSCI EAFE 0.98 38%
MSCI Emg. Mkts. 0.71 21%

Technical Indicators
Recent close $32.96
30d moving avg. $31.44
Annualized volatility 26.2%
Short interest (ETF) 0.5%
Relative strength (RSI) 58

Liquidity measures
Avg. volume (thou.) 6
Turnover 0.7%
Bid/Ask (% of price) 0.14%
ADV underlying (mns) $40,838

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 704 potential alternatives to the First Trust Nasdaq Transportation ETF ETF based on the alternatives' overlap in portfolio holdings with FTXR. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: FTXR Expense: 60 bp ALTAR Score™: 9.2%


ALTERNATIVE ETFs BASED ON OVERLAP WITH FTXR
Ticker Fund
Name		 Overlap1
vs FTXR
(%)		 Expense
ratio
(bp)		 Savings
vs FTXR
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs FTXR
(%)
IYT iShares US Transportation ETF 42.1 40 20 5.0 -4.1
XTN SPDR S&P Transportation ETF 35.1 35 25 5.2 -3.9
SUPL ProShares Supply Chain Logistics ETF 27.6 58 2 11.3 +2.1
SHPP Pacer Industrials and Logistics ETF 26.7 60 0 8.4 -0.8
HWAY Themes US Infrastructure ETF 19.7 29 31 6.4 -2.7
RSPN Invesco S&P 500 Equal Weight Industrials ETF 17.5 40 20 5.0 -4.2
JETS U.S. Global Jets ETF 16.2 60 0 2.7 -6.4
XLI Industrial Select Sector SPDR Fund 14.7 8 52 4.4 -4.8
FIDU Fidelity MSCI Industrial Index ETF 13.6 8 52 4.5 -4.7
AIRL Themes Airlines ETF 13.4 35 25 1.8 -7.4
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 13.1 61 -1 6.6 -2.6
VIS Vanguard Industrials ETF 13.0 9 51 4.6 -4.6
XLY Consumer Discretionary Select Sector SPDR Fund 12.0 8 52 4.8 -4.4
MADE iShares U.S. Manufacturing ETF 11.9 40 20 5.0 -4.1
PAVE Global X U.S. Infrastructure Development ETF 11.8 47 13 5.6 -3.6
FDIS Fidelity MSCI Consumer Discretionary Index ETF 11.7 8 52 4.6 -4.6
VCR Vanguard Consumer Discretionary ETF 11.5 9 51 4.5 -4.7
IYC iShares U.S. Consumer Discretionary ETF 11.5 40 20 3.8 -5.4
RXI iShares Global Consumer Discretionary ETF 10.9 41 19 9.1 -0.1
SFYF SoFi Social 50 ETF 10.5 29 31 0.3 -8.9
FXD First Trust Consumer Discretionary AlphaDEX Fund 10.4 61 -1 7.5 -1.7
AVLV Avantis U.S. Large Cap Value ETF 9.9 15 45 7.9 -1.3
VLUE iShares MSCI USA Value Factor ETF 9.9 15 45 9.7 +0.5
WBIY WBI Power Factor High Dividend ETF 9.7 100 -40 15.2 +6.0
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 9.0 40 20 6.2 -3.0
IYJ iShares U.S. Industrials ETF 9.0 40 20 4.5 -4.7
ARKK ARK Innovation ETF 9.0 75 -15 -2.5 -11.6
ARKQ ARK Autonomous Technology & Robotics ETF 9.0 75 -15 0.4 -8.7
BCOR Grayscale Bitcoin Adopters ETF 9.0 59 1 2.4 -6.7
BUL Pacer US Cash Cows Growth ETF 8.6 60 0 6.2 -3.0
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 8.6 40 20 5.3 -3.8
MAGA Point Bridge America First ETF 8.6 72 -12 6.1 -3.1
SPGP Invesco S&P 500 GARP ETF 8.3 34 26 9.2 0.0
SHRY First Trust Bloomberg Shareholder Yield ETF 8.3 60 0 7.7 -1.4
HAIL SPDR S&P Kensho Smart Mobility ETF 8.1 45 15 1.0 -8.1
EXI iShares Global Industrials ETF 8.1 42 18 4.5 -4.6
SMOG VanEck Low Carbon Energy ETF 8.1 61 -1 1.5 -7.6
YALL God Bless America ETF 7.8 65 -5 3.7 -5.5
RPV Invesco S&P 500 Pure Value ETF 7.7 35 25 10.6 +1.4
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 7.6 75 -15 2.9 -6.3
EV Mast Global Battery Recycling & Production ETF 7.3 65 -5 10.6 +1.4
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7.2 60 0 4.3 -4.9
DRIV Global X Autonomous & Electric Vehicles ETF 7.1 68 -8 5.4 -3.8
IMCV iShares Morningstar Mid-Cap Value ETF 7.0 6 54 8.2 -1.0
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 6.9 58 2 -3.0 -12.1
TIME Clockwise Core Equity & Innovation ETF 6.9 95 -35 2.7 -6.4
CARZ First Trust NASDAQ Global Auto Index Fund 6.8 70 -10 5.2 -4.0
AVMV Avantis U.S. Mid Cap Value ETF 6.8 20 40 8.8 -0.4
COWZ Pacer US Cash Cows 100 ETF 6.8 49 11 9.3 +0.2
FLV American Century Focused Large Cap Value ETF 6.8 42 18 6.7 -2.4
ARKW ARK Next Generation Internet ETF 6.7 87 -27 -0.5 -9.7
VFLO VictoryShares Free Cash Flow ETF 6.6 39 21 10.7 +1.5
VOE Vanguard Mid-Cap Value ETF 6.6 7 53 7.8 -1.4
IQM Franklin Intelligent Machines ETF 6.6 50 10 2.1 -7.0
SPVU Invesco S&P 500 Enhanced Value ETF 6.6 13 47 10.1 +0.9
DURA VanEck Durable High Dividend ETF 6.5 29 31 8.6 -0.6
FDG American Century Focused Dynamic Growth ETF 6.4 45 15 2.0 -7.1
DFLV Dimensional US Large Cap Value ETF 6.3 22 38 7.9 -1.3
RPG Invesco S&P 500 Pure Growth ETF 6.3 35 25 3.2 -6.0
FTDS First Trust Dividend Strength ETF 6.2 70 -10 7.8 -1.4
FTA First Trust Large Cap Value AlphaDEX Fund 6.2 59 1 9.1 -0.1
SDOG ALPS Sector Dividend Dogs ETF 6.2 36 24 9.3 +0.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 6.0 15 45 9.2 0.0
NUMV Nuveen ESG Mid-Cap Value ETF 5.9 31 29 7.1 -2.1
LGDX Intech S&P Large Cap Diversified Alpha ETF 5.9 25 35 5.3 -3.8
NACP Impact Shares NAACP Minority Empowerment ETF 5.9 49 11 4.8 -4.4
ACSI American Customer Satisfaction ETF 5.8 65 -5 4.8 -4.4
FNK First Trust Mid Cap Value AlphaDEX Fund 5.8 70 -10 11.2 +2.0
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 5.8 30 30 8.3 -0.8
PEJ Invesco Leisure and Entertainment ETF 5.7 58 2 1.0 -8.2
QVAL Alpha Architect US Quantitative Value ETF 5.7 39 21 9.7 +0.5
CGGR Capital Group Growth ETF 5.6 39 21 3.2 -5.9
ONEY SPDR Russell 1000 Yield Focus ETF 5.6 20 40 9.6 +0.5
ONEO SPDR Russell 1000 Momentum Focus ETF 5.5 20 40 7.0 -2.2
RWL Invesco S&P 500 Revenue ETF 5.4 39 21 6.7 -2.4
ACES ALPS Clean Energy ETF 5.4 55 5 -3.3 -12.5
VFVA Vanguard U.S. Value Factor ETF 5.3 13 47 11.2 +2.0
SPMO Invesco S&P 500 Momentum ETF 5.3 13 47 3.7 -5.5
HLAL Wahed FTSE USA Shariah ETF 5.3 50 10 4.9 -4.3
AIRR First Trust RBA American Industrial Renaissance ETF 5.3 70 -10 5.4 -3.8
SPVM Invesco S&P 500 Value with Momentum ETF 5.3 39 21 8.3 -0.9
DSI iShares MSCI KLD 400 Social ETF 5.3 25 35 4.9 -4.3
BATT Amplify Lithium & Battery Technology ETF 5.2 59 1 3.7 -5.5
TXS Texas Capital Texas Equity Index ETF 5.2 49 11 5.6 -3.5
QDIV Global X S&P 500 Quality Dividend ETF 5.1 20 40 8.3 -0.8
SYLD Cambria Shareholder Yield ETF 5.1 59 1 11.7 +2.6
SPHB Invesco S&P 500 High Beta ETF 5.1 25 35 4.7 -4.5
ALTL Pacer Lunt Large Cap Alternator ETF 5.1 60 0 4.3 -4.9
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 5.1 15 45 5.9 -3.3
ITAN Sparkline Intangible Value ETF 5.1 50 10 6.7 -2.5
VSDA VictoryShares Dividend Accelerator ETF 5.0 35 25 7.0 -2.2
AVUV Avantis U.S. Small Cap Value ETF 5.0 25 35 10.1 +1.0
EQWL Invesco S&P 100 Equal Weight ETF 5.0 25 35 5.9 -3.2
RBLD First Trust Alerian US NextGen Infrastructure ETF 4.9 65 -5 5.0 -4.2
AVSU Avantis Responsible U.S. Equity ETF 4.9 15 45 6.1 -3.1
FAB First Trust Multi Cap Value AlphaDEX Fund 4.9 67 -7 10.1 +0.9
IMCB iShares Morningstar Mid-Cap ETF 4.9 4 56 6.0 -3.2
LIT Global X Lithium & Battery Tech ETF 4.9 75 -15 5.3 -3.9
SUSL iShares ESG MSCI USA Leaders ETF 4.9 10 50 5.0 -4.2
SPDV AAM S&P 500 High Dividend Value ETF 4.8 29 31 10.7 +1.5
SCHD Schwab US Dividend Equity ETF 4.8 6 54 9.7 +0.6
FDL First Trust Morningstar Dividend Leaders Index Fund 4.8 45 15 9.4 +0.2
TPHD Timothy Plan High Dividend Stock ETF 4.8 52 8 7.0 -2.2
TPHE Timothy Plan High Dividend Stock Enhanced ETF 4.8 54 6 7.0 -2.2
IDRV iShares Self-driving EV & Tech ETF 4.8 47 13 1.6 -7.6
COWS Amplify Cash Flow Dividend Leaders ETF 4.8 0 60 12.0 +2.8
ERTH Invesco MSCI Sustainable Future ETF 4.7 62 -2 3.5 -5.6
PSCI Invesco S&P SmallCap Industrials ETF 4.7 29 31 5.4 -3.8
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 4.7 56 4 6.3 -2.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 4.7 10 50 5.0 -4.2
FVD First Trust Value Line Dividend Index Fund 4.7 65 -5 6.3 -2.8
RWK Invesco S&P MidCap 400 Revenue ETF 4.7 39 21 9.5 +0.3
BIBL Inspire 100 ETF 4.7 35 25 5.2 -4.0
ETEC iShares Breakthrough Environmental Solutions ETF 4.6 47 13 3.4 -5.8
AVMC Avantis U.S. Mid Cap Equity ETF 4.6 18 42 6.9 -2.2
AIEQ AI Powered Equity ETF 4.6 75 -15 3.7 -5.4
SPXT ProShares S&P 500 Ex-Technology ETF 4.6 9 51 5.6 -3.6
DUHP Dimensional US High Profitability ETF 4.5 21 39 6.3 -2.8
MDCP VictoryShares THB Mid Cap ESG ETF 4.5 55 5 5.8 -3.4
CALF Pacer US Small Cap Cash Cows 100 ETF 4.5 59 1 11.1 +1.9
CLNR IQ Cleaner Transport ETF 4.5 45 15 6.6 -2.6
DEUS Xtrackers Russell US Multifactor ETF 4.5 17 43 7.0 -2.2
TMFC Motley Fool 100 Index ETF 4.4 50 10 3.5 -5.7
FOVL iShares Focused Value Factor ETF 4.4 25 35 10.0 +0.8
FVAL Fidelity Value Factor ETF 4.4 15 45 7.0 -2.1
VLU SPDR S&P 1500 Value Tilt ETF 4.4 12 48 7.5 -1.6
DFUV Dimensional US Marketwide Value ETF 4.3 22 38 7.6 -1.6
TOPT iShares Top 20 U.S. Stocks ETF 4.3 20 40 4.0 -5.2
EBI Longview Advantage ETF 4.3 35 25 6.7 -2.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.3 20 40 6.3 -2.9
AVUS Avantis U.S. Equity ETF 4.3 15 45 5.9 -3.3
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 4.3 55 5 10.3 +1.1
RND First Trust Bloomberg R&D Leaders ETF 4.2 60 0 3.7 -5.5
DFSV Dimensional US Small Cap Value ETF 4.2 31 29 10.4 +1.2
JOET Virtus Terranova US Quality Momentum ETF 4.2 29 31 4.7 -4.5
SNPG Xtrackers S&P 500 Growth ESG ETF 4.2 15 45 4.5 -4.7
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.2 58 2 5.4 -3.8
FEX First Trust Large Cap Core AlphaDEX Fund 4.2 59 1 6.0 -3.2
DFVX Dimensional US Large Cap Vector ETF 4.2 22 38 6.2 -3.0
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 4.2 52 8 5.4 -3.7
PTL Inspire 500 ETF 4.2 9 51 5.4 -3.8
FDRR Fidelity Dividend ETF for Rising Rates 4.2 15 45 7.2 -2.0
IUS Invesco RAFI Strategic US ETF 4.2 19 41 6.7 -2.4
RFG Invesco S&P Midcap 400 Pure Growth ETF 4.2 35 25 5.5 -3.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 4.2 45 15 4.5 -4.7
MVAL VanEck Morningstar Wide Moat Value ETF 4.1 49 11 6.3 -2.9
SIXA ETC 6 Meridian Mega Cap Equity ETF 4.1 80 -20 6.7 -2.5
USCL iShares Climate Conscious & Transition MSCI USA ETF 4.1 8 52 5.0 -4.1
MTUM iShares MSCI USA Momentum Factor ETF 4.1 15 45 3.5 -5.6
VO Vanguard Mid-Cap ETF 4.1 4 56 5.8 -3.4
FNX First Trust Mid Cap Core AlphaDEX Fund 4.1 60 0 7.6 -1.5
ONEV SPDR Russell 1000 Low Volatility Focus ETF 4.1 20 40 7.7 -1.5
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 4.0 60 0 9.0 -0.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 4.0 7 53 5.1 -4.1
IVW iShares S&P 500 Growth ETF 4.0 18 42 4.0 -5.2
SPYG SPDR Portfolio S&P 500 Growth ETF 4.0 4 56 4.1 -5.0
VOOG Vanguard S&P 500 Growth ETF 4.0 7 53 4.1 -5.0
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.0 58 2 3.9 -5.3
SNPE Xtrackers S&P 500 ESG ETF 4.0 10 50 5.1 -4.0
FELC Fidelity Enhanced Large Cap Core ETF 4.0 18 42 5.3 -3.9
IQSU IQ Candriam U.S. Large Cap Equity ETF 4.0 9 51 4.9 -4.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 4.0 47 13 5.8 -3.4
IUSG iShares Core S&P U.S. Growth ETF 4.0 4 56 4.2 -5.0
ECML Euclidean Fundamental Value ETF 4.0 95 -35 12.3 +3.1
RSP Invesco S&P 500 Equal Weight ETF 4.0 20 40 6.4 -2.8
QTOP iShares Nasdaq Top 30 Stocks ETF 4.0 20 40 4.2 -4.9
IWY iShares Russell Top 200 Growth ETF 4.0 20 40 4.5 -4.6
ULVM VictoryShares US Value Momentum ETF 4.0 20 40 7.3 -1.8
WTV WisdomTree US Value Fund of Benef Interest 3.9 12 48 9.2 +0.1
EQRR ProShares Equities for Rising Rates ETF 3.9 35 25 8.3 -0.9
FFOG Franklin Focused Growth ETF 3.9 61 -1 2.4 -6.8
QGRW WisdomTree U.S. Quality Growth Fund 3.9 28 32 4.2 -5.0
SFLO VictoryShares Small Cap Free Cash Flow ETF 3.8 49 11 11.8 +2.7
LRND IQ U.S. Large Cap R&D Leaders ETF 3.8 14 46 5.4 -3.8
NETZ TCW Transform Systems ETF 3.8 75 -15 2.6 -6.6
FELV Fidelity Enhanced Large Cap Value ETF 3.8 18 42 6.8 -2.4
FNDX Schwab Fundamental US Large Co. Index ETF 3.8 25 35 7.1 -2.0
SPXN ProShares S&P 500 Ex-Financials ETF 3.8 9 51 5.0 -4.2
TMFX Motley Fool Next Index ETF 3.8 50 10 2.6 -6.6
SDY SPDR S&P Dividend ETF 3.8 35 25 6.7 -2.5
FDRV Fidelity Electric Vehicles and Future Transportation ETF 3.8 39 21 -0.9 -10.0
DXUV Dimensional US Vector Equity ETF 3.8 28 32 6.3 -2.9
GVLU Gotham 1000 Value ETF 3.8 50 10 8.9 -0.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 3.7 10 50 4.4 -4.8
MMTM SPDR S&P 1500 Momentum Tilt ETF 3.7 12 48 4.6 -4.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.7 9 51 6.0 -3.1
ILCG iShares Morningstar Growth ETF 3.7 4 56 3.7 -5.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 3.7 32 28 5.0 -4.2
NZUS SPDR MSCI USA Climate Paris Aligned ETF 3.7 10 50 4.4 -4.8
QQQ Invesco QQQ Trust Series I 3.7 20 40 4.0 -5.1
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 3.7 49 11 4.2 -5.0
ONEQ Fidelity Nasdaq Composite Index ETF 3.7 21 39 3.8 -5.4
QQQM Invesco NASDAQ 100 ETF 3.7 15 45 4.1 -5.1
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.7 35 25 4.1 -5.0
PRAY FIS Christian Stock Fund 3.7 69 -9 5.0 -4.2
LCLG Logan Capital Broad Innovative Growth ETF 3.7 99 -39 4.2 -5.0
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 3.7 50 10 8.3 -0.9
FNDB Schwab Fundamental US Broad Market Index ETF 3.7 25 35 7.2 -2.0
IFRA iShares U.S. Infrastructure ETF 3.6 30 30 6.2 -3.0
JAVA JPMorgan Active Value ETF 3.6 44 16 6.3 -2.8
MOTO SmartETFs Smart Transportation & Technology ETF 3.6 68 -8 7.2 -2.0
CATH Global X S&P 500 Catholic Values Custom ETF 3.6 29 31 4.8 -4.4
JGRO JPMorgan Active Growth ETF 3.6 44 16 3.5 -5.7
BUZZ VanEck Social Sentiment ETF 3.6 75 -15 0.0 -9.1
SPXV ProShares S&P 500 Ex-Health Care ETF 3.6 9 51 4.7 -4.5
REVS Columbia Research Enhanced Value ETF 3.6 19 41 7.7 -1.5
GURU Global X Guru Index ETF 3.6 75 -15 3.4 -5.7
XVV iShares ESG Screened S&P 500 ETF 3.5 8 52 4.9 -4.3
CFA VictoryShares US 500 Volatility Wtd ETF 3.5 35 25 5.8 -3.3
SUSA iShares MSCI USA ESG Select ETF 3.5 25 35 4.8 -4.3
PRXV Praxis Impact Large Cap Value ETF 3.5 36 24 6.5 -2.6
NUDV Nuveen ESG Dividend ETF 3.5 26 34 7.6 -1.6
SCHG Schwab U.S. Large-Cap Growth ETF 3.5 4 56 4.0 -5.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.5 40 20 5.8 -3.4
EUSA iShares MSCI USA Equal Weighted ETF 3.5 9 51 6.1 -3.1
SIZE iShares MSCI USA Size Factor ETF 3.5 15 45 5.8 -3.4
GGUS Marketbeta Russell 1000 Growth Equity ETF 3.5 12 48 4.5 -4.7
EGUS iShares ESG Aware MSCI USA Growth ETF 3.5 18 42 4.1 -5.0
VONG Vanguard Russell 1000 Growth ETF 3.5 7 53 4.5 -4.6
IWF iShares Russell 1000 Growth ETF 3.4 19 41 4.4 -4.8
PRF Invesco FTSE RAFI US 1000 ETF 3.4 39 21 6.8 -2.3
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.4 15 45 4.5 -4.6
QNXT iShares Nasdaq-100 ex Top 30 ETF 3.4 20 40 4.2 -5.0
MGK Vanguard Mega Cap Growth ETF 3.4 7 53 4.1 -5.1
DFAU Dimensional US Core Equity Market ETF 3.4 12 48 5.1 -4.1
EZM WisdomTree U.S. MidCap Fund 3.4 38 22 9.2 +0.1
DVY iShares Select Dividend ETF 3.4 38 22 9.3 +0.1
RAFE PIMCO RAFI ESG U.S. ETF 3.4 29 31 7.2 -2.0
BLLD JPMorgan Sustainable Infrastructure ETF 3.4 49 11 6.1 -3.1
CVLC Calvert US Large-Cap Core Responsible Index ETF 3.4 15 45 4.9 -4.2
JVAL JPMorgan U.S. Value Factor ETF 3.4 12 48 8.2 -0.9
PRXG Praxis Impact Large Cap Growth ETF 3.4 36 24 4.1 -5.1
ABIG Argent Large Cap ETF 3.4 49 11 7.4 -1.7
DSPY Tema S&P 500 Historical Weight ETF 3.4 18 42 5.2 -4.0
IJK iShares S&P Mid-Cap 400 Growth ETF 3.3 17 43 6.0 -3.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 3.3 75 -15 4.0 -5.1
JHDV John Hancock U.S. High Dividend ETF 3.3 34 26 6.6 -2.6
GOP Unusual Whales Subversive Republican Trading ETF 3.3 50 10 5.8 -3.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 3.3 19 41 6.4 -2.8
VTV Vanguard Value ETF 3.3 4 56 6.9 -2.3
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 3.3 20 40 4.8 -4.4
DCOR Dimensional US Core Equity 1 ETF 3.3 14 46 5.4 -3.7
DGRW WisdomTree US Quality Dividend Growth Fund 3.3 28 32 5.5 -3.7
SPXE ProShares S&P 500 Ex-Energy ETF 3.3 9 51 4.9 -4.3
OEF iShares S&P 100 ETF 3.3 20 40 4.6 -4.6
OALC OneAscent Large Cap Core ETF 3.3 86 -26 4.1 -5.1
VAMO Cambria Value & Momentum ETF 3.3 61 -1 6.3 -2.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.3 7 53 6.2 -3.0
DFAC Dimensional U.S. Core Equity 2 ETF 3.3 17 43 5.6 -3.6
ESIX SPDR S&P SmallCap 600 ESG ETF 3.3 12 48 8.1 -1.0
FELG Fidelity Enhanced Large Cap Growth ETF 3.3 18 42 4.7 -4.4
SNPV Xtrackers S&P 500 Value ESG ETF 3.3 15 45 6.8 -2.4
KLMN Invesco MSCI North America Climate ETF 3.2 9 51 5.1 -4.1
VOO Vanguard S&P 500 ETF 3.2 3 57 5.0 -4.1
SPY SPDR S&P 500 ETF Trust 3.2 9 51 5.0 -4.2
IVV iShares Core S&P 500 ETF 3.2 3 57 5.0 -4.2
CCMG CCM Global Equity ETF 3.2 34 26 8.6 -0.6
SPLG SPDR Portfolio S&P 500 ETF 3.2 2 58 5.0 -4.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 3.2 60 0 5.2 -4.0
LRGE ClearBridge Large Cap Growth ESG ETF 3.2 59 1 3.8 -5.3
JHSC John Hancock Multifactor Small Cap ETF 3.2 42 18 6.8 -2.4
IWL iShares Russell Top 200 ETF 3.2 15 45 4.7 -4.5
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 3.2 3 57 5.2 -4.0
DFUS Dimensional U.S. Equity ETF 3.2 9 51 4.9 -4.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 3.2 7 53 4.9 -4.3
DIVY Sound Equity Dividend Income ETF 3.2 45 15 11.0 +1.8
MDYG SPDR S&P 400 Mid Cap Growth ETF 3.2 15 45 6.0 -3.2
HDUS Hartford Disciplined US Equity ETF 3.2 19 41 5.8 -3.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.2 10 50 6.0 -3.2
SSPY Syntax Stratified LargeCap ETF 3.2 30 30 6.7 -2.5
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.2 20 40 4.7 -4.4
SHUS Syntax Stratified U.S. Total Market Hedged ETF 3.2 65 -5 6.4 -2.8
FBCV Fidelity Blue Chip Value ETF 3.2 59 1 7.4 -1.7
VV Vanguard Large-Cap ETF 3.2 4 56 4.9 -4.3
RDVY First Trust Rising Dividend Achievers ETF 3.1 50 10 7.4 -1.8
IWS iShares Russell Mid-Cap Value ETF 3.1 23 37 6.8 -2.4
VONE Vanguard Russell 1000 ETF 3.1 7 53 5.0 -4.2
BFOR ALPS Barron's 400 ETF 3.1 65 -5 6.0 -3.2
IWB iShares Russell 1000 ETF 3.1 15 45 4.9 -4.3
STXV Strive 1000 Value ETF 3.1 18 42 8.1 -1.1
SCHK Schwab 1000 Index ETF 3.1 5 55 5.1 -4.1
INRO iShares U.S. Industry Rotation Active ETF 3.1 42 18 4.7 -4.5
JHMM John Hancock Multifactor Mid Cap ETF 3.1 42 18 6.5 -2.7
VUG Vanguard Growth ETF 3.1 4 56 4.0 -5.1
BKLC BNY Mellon US Large Cap Core Equity ETF 3.1 0 60 5.0 -4.2
SCHX Schwab U.S. Large-Cap ETF 3.1 3 57 5.0 -4.1
IYY iShares Dow Jones U.S. ETF 3.1 20 40 4.8 -4.3
ESGU iShares ESG Aware MSCI USA ETF 3.1 15 45 4.9 -4.3
PBUS Invesco MSCI USA ETF 3.1 4 56 4.9 -4.2
MAVF Matrix Advisors Value ETF 3.1 75 -15 5.9 -3.3
ILCB iShares Morningstar U.S. Equity ETF 3.1 3 57 4.9 -4.2
TOV JLens 500 Jewish Advocacy U.S. ETF 3.1 18 42 4.7 -4.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.1 25 35 8.0 -1.1
QUVU Hartford Quality Value ETF 3.1 46 14 7.2 -2.0
DSMC Distillate Small/Mid Cash Flow ETF 3.1 55 5 12.7 +3.5
STRV Strive 500 ETF 3.1 5 55 4.9 -4.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 3.1 25 35 5.8 -3.4
GVUS Marketbeta Russell 1000 Value Equity ETF 3.1 12 48 6.6 -2.6
VOTE TCW Transform 500 ETF 3.1 5 55 4.9 -4.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3.1 11 49 4.9 -4.2
IWV iShares Russell 3000 ETF 3.0 20 40 4.8 -4.4
LRGC AB US Large Cap Strategic Equities ETF 3.0 48 12 4.5 -4.7
JHML John Hancock Multifactor Large Cap ETF 3.0 29 31 5.4 -3.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 3.0 2 58 5.0 -4.2
VTHR Vanguard Russell 3000 ETF 3.0 7 53 4.9 -4.2
SCHB Schwab U.S. Broad Market ETF 3.0 3 57 5.1 -4.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 3.0 3 57 5.0 -4.2
VTI Vanguard Total Stock Market ETF 3.0 3 57 4.9 -4.2
RVRB Reverb ETF 3.0 30 30 4.6 -4.5
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 3.0 72 -12 -0.8 -10.0
APUE ActivePassive U.S. Equity ETF 3.0 45 15 4.7 -4.5
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.0 15 45 7.5 -1.7
MGC Vanguard Mega Cap ETF 3.0 7 53 4.7 -4.5
PEXL Pacer US Export Leaders ETF 3.0 60 0 4.6 -4.6
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.9 52 8 6.3 -2.9
STXG Strive 1000 Growth ETF 2.9 18 42 3.9 -5.3
VBR Vanguard Small Cap Value ETF 2.9 7 53 9.1 -0.0
SCHV Schwab U.S. Large-Cap Value ETF 2.9 4 56 6.8 -2.4
SCHM Schwab U.S. Mid-Cap ETF 2.9 4 56 6.8 -2.4
ACVF American Conservative Values ETF 2.9 75 -15 4.3 -4.8
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.9 35 25 6.1 -3.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.9 4 56 6.2 -3.0
IMCG iShares Morningstar Mid-Cap Growth ETF 2.9 6 54 4.0 -5.1
IQRA IQ CBRE Real Assets ETF 2.9 65 -5 5.7 -3.4
IWD iShares Russell 1000 Value ETF 2.9 19 41 6.5 -2.7
IWR iShares Russell Midcap ETF 2.9 19 41 5.8 -3.3
XLG Invesco S&P 500 Top 50 ETF 2.9 20 40 4.5 -4.7
FTCS First Trust Capital Strength ETF 2.9 55 5 5.7 -3.4
DFAT Dimensional U.S. Targeted Value ETF 2.9 28 32 9.5 +0.3
ISHP First Trust Nasdaq Retail ETF 2.9 60 0 5.2 -4.0
FLOW Global X U.S. Cash Flow Kings 100 ETF 2.8 25 35 11.6 +2.4
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.8 60 0 9.7 +0.5
VONV Vanguard Russell 1000 Value ETF 2.8 7 53 6.6 -2.6
XSHQ Invesco S&P SmallCap Quality ETF 2.8 29 31 8.2 -1.0
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.8 60 0 3.7 -5.5
YLDE ClearBridge Dividend Strategy ESG ETF 2.8 60 0 5.8 -3.4
IWX iShares Russell Top 200 Value ETF 2.7 20 40 6.3 -2.9
DON WisdomTree U.S. MidCap Dividend Fund 2.7 38 22 8.8 -0.3
PEY Invesco High Yield Equity Dividend Achievers ETF 2.7 52 8 9.9 +0.7
ZIG Acquirers Fund 2.7 84 -24 19.3 +10.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.7 15 45 6.1 -3.1
RFFC ALPS Active Equity Opportunity ETF 2.7 48 12 4.4 -4.7
DIVL Madison Dividend Value ETF 2.7 65 -5 6.0 -3.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.7 14 46 5.0 -4.2
XJH iShares ESG Screened S&P Mid-Cap ETF 2.7 12 48 7.2 -2.0
USMC Principal U.S. Mega-Cap ETF 2.7 12 48 4.5 -4.7
RECS Columbia Research Enhanced Core ETF 2.7 15 45 5.8 -3.4
DFSU Dimensional US Sustainability Core 1 ETF 2.7 18 42 5.4 -3.7
CSA VictoryShares US Small Cap Volatility Wtd ETF 2.7 35 25 7.8 -1.4
ESGV Vanguard ESG U.S. Stock ETF 2.7 9 51 4.8 -4.4
EVUS iShares ESG Aware MSCI USA Value ETF 2.7 18 42 6.7 -2.4
ADME Aptus Drawdown Managed Equity ETF 2.7 79 -19 4.2 -5.0
FLQL Franklin LibertyQ U.S. Equity ETF 2.6 15 45 5.5 -3.7
EPS WisdomTree U.S. LargeCap Fund 2.6 8 52 5.8 -3.4
WCEO Hypatia Women CEO ETF 2.6 85 -25 4.3 -4.8
FDMO Fidelity Momentum Factor ETF 2.6 15 45 3.8 -5.4
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.6 15 45 7.9 -1.2
VFMF Vanguard U.S. Multifactor ETF 2.6 18 42 8.2 -1.0
XJR iShares ESG Screened S&P Small-Cap ETF 2.6 12 48 7.5 -1.7
VYM Vanguard High Dividend Yield Index ETF 2.6 6 54 7.2 -2.0
FLDZ RiverNorth Patriot ETF 2.6 75 -15 6.1 -3.1
CZA Invesco Zacks Mid-Cap ETF 2.6 72 -12 6.5 -2.7
SSPX Janus Henderson U.S. Sustainable Equity ETF 2.6 55 5 4.2 -5.0
EFRA iShares Environmental Infrastructure and Industrials ETF 2.6 47 13 5.2 -4.0
QQMG Invesco ESG NASDAQ 100 ETF 2.6 20 40 4.1 -5.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.6 70 -10 3.0 -6.1
STXK Strive Small-Cap ETF 2.6 18 42 6.2 -3.0
AFMC First Trust Active Factor Mid Cap ETF 2.6 65 -5 8.8 -0.3
MDY SPDR S&P Midcap 400 ETF Trust 2.5 24 36 7.3 -1.9
IJH iShares Core S&P Mid-Cap ETF 2.5 5 55 7.5 -1.7
DIVB iShares Core Dividend ETF 2.5 5 55 7.6 -1.6
VALQ American Century U.S. Quality Value ETF 2.5 29 31 7.6 -1.6
VFMO Vanguard U.S. Momentum Factor ETF 2.5 13 47 3.1 -6.0
ISCV iShares Morningstar Small Cap Value ETF 2.5 6 54 9.4 +0.2
QLC FlexShares US Quality Large Cap Index Fund 2.5 25 35 5.5 -3.7
IVOO Vanguard S&P Mid-Cap 400 ETF 2.5 7 53 7.4 -1.8
FDLS Inspire Fidelis Multi Factor ETF 2.5 76 -16 5.3 -3.9
IJR iShares Core S&P Small Cap ETF 2.5 6 54 7.8 -1.3
GSPY Gotham Enhanced 500 ETF 2.5 50 10 5.3 -3.8
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.5 50 10 4.1 -5.0
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 2.5 3 57 7.5 -1.7
IJS iShares S&P Small-Cap 600 Value ETF 2.5 18 42 10.1 +1.0
DFAS Dimensional U.S. Small Cap ETF 2.5 26 34 6.6 -2.6
SPYD SPDR Portfolio S&P 500 High Dividend ETF 2.4 7 53 10.0 +0.8
TPSC Timothy Plan US Small Cap Core ETF 2.4 52 8 6.9 -2.2
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 2.4 5 55 7.9 -1.2
MGV Vanguard Mega Cap Value ETF 2.4 7 53 6.6 -2.6
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 2.4 29 31 10.5 +1.4
GQQQ Astoria US Quality Growth Kings ETF 2.4 35 25 4.7 -4.4
ILCV iShares Morningstar Value ETF 2.4 4 56 6.6 -2.5
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.4 15 45 7.5 -1.7
GRNY Fundstrat Granny Shots US Large Cap ETF 2.4 75 -15 2.6 -6.5
PKW Invesco Buyback Achievers ETF 2.4 62 -2 7.4 -1.8
AFLG First Trust Active Factor Large Cap ETF 2.4 55 5 6.1 -3.0
DIVZ TrueShares Low Volatility Equity Income ETF 2.4 65 -5 6.5 -2.7
DSTL Distillate US Fundamental Stability & Value ETF 2.4 39 21 8.3 -0.8
VIOO Vanguard S&P Small-Cap 600 ETF 2.4 7 53 7.8 -1.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.4 15 45 4.7 -4.5
VOOV Vanguard S&P 500 Value ETF 2.3 7 53 6.3 -2.8
TOK iShares MSCI Kokusai ETF 2.3 26 34 5.1 -4.0
SPSM SPDR Portfolio S&P 600 Small Cap ETF 2.3 3 57 7.9 -1.3
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.3 10 50 10.2 +1.0
AOTG AOT Growth and Innovation ETF 2.3 75 -15 1.8 -7.4
IVE iShares S&P 500 Value ETF 2.3 18 42 6.2 -2.9
DGT SPDR Global Dow ETF 2.3 50 10 7.2 -2.0
SPYV SPDR Portfolio S&P 500 Value ETF 2.3 4 56 6.4 -2.8
LEAD Siren DIVCON Leaders Dividend ETF 2.3 43 17 4.3 -4.9
SLYV SPDR S&P 600 Small Cap Value ETF 2.3 15 45 10.2 +1.0
RUNN Running Oak Efficient Growth ETF 2.3 58 2 4.8 -4.4
SFYX SoFi Next 500 ETF 2.3 0 60 5.9 -3.2
KOKU Xtrackers MSCI Kokusai Equity ETF 2.3 9 51 5.3 -3.9
IUSV iShares Core S&P US Value ETF 2.3 4 56 6.5 -2.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.3 29 31 6.4 -2.7
JEPI JPMorgan Equity Premium Income ETF 2.3 35 25 5.5 -3.7
ISCB iShares Morningstar Small-Cap ETF 2.3 4 56 6.2 -3.0
WOMN Impact Shares YWCA Women's Empowerment ETF 2.3 75 -15 5.2 -3.9
FUNL CornerCap Fundametrics Large-Cap ETF 2.3 50 10 7.3 -1.9
MOAT VanEck Morningstar Wide Moat ETF 2.3 46 14 5.6 -3.6
PY Principal Value ETF 2.3 15 45 7.3 -1.9
GDIV Harbor Dividend Growth Leaders ETF 2.3 50 10 5.3 -3.9
FFLC Fidelity Fundamental Large Cap Core ETF 2.2 38 22 4.6 -4.6
KLMT Invesco MSCI Global Climate 500 ETF 2.2 10 50 5.9 -3.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.2 19 41 5.2 -4.0
AIQ Global X Artificial Intelligence & Technology ETF 2.2 68 -8 3.8 -5.4
URTH iShares MSCI World ETF 2.2 24 36 5.2 -4.0
BGRO iShares Large Cap Growth Active ETF 2.2 55 5 3.1 -6.1
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 2.2 12 48 5.7 -3.5
LRGF iShares U.S. Equity Factor ETF 2.2 8 52 5.5 -3.6
KRMA Global X Conscious Companies ETF 2.2 43 17 5.9 -3.3
VB Vanguard Small-Cap ETF 2.2 5 55 6.2 -3.0
IWP iShares Russell Mid-Cap Growth ETF 2.2 23 37 3.4 -5.8
SURE AdvisorShares Insiders Advantage ETF 2.1 90 -30 10.1 +1.0
IJT iShares S&P Small-Cap 600 Growth ETF 2.1 18 42 5.6 -3.6
BLES Inspire Global Hope ETF 2.1 61 -1 6.7 -2.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 2.1 38 22 6.2 -3.0
WTAI WisdomTree Artificial Intelligence and Innovation Fund 2.1 45 15 2.8 -6.4
CNRG SPDR S&P Kensho Clean Power ETF 2.1 45 15 0.5 -8.6
YOKE Yoke Core ETF 2.1 42 18 4.4 -4.8
XSVM Invesco S&P SmallCap Value with Momentum ETF 2.1 36 24 11.9 +2.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.1 80 -20 8.1 -1.0
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.1 10 50 5.7 -3.5
XMAG Defiance Large Cap ex-Mag 7 ETF 2.1 35 25 5.1 -4.0
SLYG SPDR S&P 600 Small Cap Growth ETF 2.1 15 45 5.6 -3.5
ROUS Hartford Multifactor US Equity ETF 2.1 19 41 7.1 -2.0
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 2.1 35 25 7.8 -1.4
SMOT VanEck Morningstar SMID Moat ETF 2.1 49 11 6.6 -2.5
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 2.1 38 22 7.7 -1.4
ISCG iShares Morningstar Small-Cap Growth ETF 2.1 6 54 2.9 -6.3
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.1 60 0 7.7 -1.5
GRPZ Invesco S&P SmallCap 600 GARP ETF 2.1 35 25 10.5 +1.4
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.0 48 12 6.0 -3.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.0 39 21 9.6 +0.4
GCOW Pacer Global Cash Cows Dividend ETF 2.0 60 0 11.0 +1.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.0 17 43 5.9 -3.3
NUSC Nuveen ESG Small-Cap ETF 2.0 31 29 5.4 -3.7
USRD Themes US R&D Champions ETF 2.0 29 31 4.4 -4.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.0 9 51 5.8 -3.3
ROE Astoria US Quality Kings ETF 2.0 49 11 6.6 -2.6
ACWI iShares MSCI ACWI ETF 2.0 32 28 5.6 -3.5
FMDE Fidelity Enhanced Mid Cap ETF 2.0 23 37 5.8 -3.4
BKSE BNY Mellon US Small Cap Core Equity ETF 2.0 4 56 6.1 -3.0
SXQG ETC 6 Meridian Quality Growth ETF 2.0 100 -40 4.6 -4.6
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.0 35 25 4.2 -5.0
FLRG Fidelity U.S. Multifactor ETF 2.0 15 45 7.0 -2.2
LYLD Cambria Large Cap Shareholder Yield ETF 2.0 59 1 9.7 +0.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.9 24 36 7.9 -1.3
FSCS First Trust SMID Capital Strength ETF 1.9 60 0 6.9 -2.3
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.9 35 25 10.6 +1.4
STXM Strive Mid-Cap ETF 1.9 18 42 6.4 -2.8
MDLV Morgan Dempsey Large Cap Value ETF 1.9 58 2 7.5 -1.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.9 20 40 5.8 -3.4
NULV Nuveen ESG Large-Cap Value ETF 1.9 26 34 6.2 -2.9
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.9 75 -15 7.2 -2.0
XNTK SPDR NYSE Technology ETF 1.9 35 25 3.8 -5.4
CGDV Capital Group Dividend Value ETF 1.9 33 27 4.5 -4.6
GINX SGI Enhanced Global Income ETF 1.9 98 -38 6.9 -2.3
SFY SoFi Select 500 ETF 1.9 0 60 4.5 -4.7
SCHA Schwab U.S. Small-Cap ETF 1.9 4 56 6.2 -3.0
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.9 35 25 7.2 -2.0
BDIV AAM Brentview Dividend Growth ETF 1.9 49 11 4.6 -4.6
FNDA Schwab Fundamental US Small Co. Index ETF 1.9 25 35 7.9 -1.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.9 30 30 4.5 -4.7
GVIP Goldman Sachs Hedge Industry VIP ETF 1.9 45 15 3.4 -5.7
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.9 49 11 9.3 +0.2
WRND IQ Global Equity R&D Leaders ETF 1.9 18 42 8.3 -0.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.9 9 51 5.3 -3.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.9 15 45 8.1 -1.1
KOCG FIS Knights of Columbus Global Belief ETF 1.8 75 -15 5.0 -4.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.8 20 40 5.1 -4.1
SMAP Amplify Small-Mid Cap Equity ETF 1.8 60 0 5.4 -3.8
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.8 48 12 8.2 -1.0
VT Vanguard Total World Stock ETF 1.8 6 54 6.0 -3.2
QVML Invesco S&P 500 QVM Multi-factor ETF 1.8 11 49 5.1 -4.1
FTGS First Trust Growth Strength ETF 1.8 60 0 4.9 -4.3
CGDG Capital Group Dividend Growers ETF 1.8 47 13 6.2 -3.0
BRIF FIS Bright Portfolios Focused Equity ETF 1.8 65 -5 4.9 -4.3
TAX Cambria Tax Aware ETF 1.8 49 11 5.2 -4.0
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.8 30 30 8.9 -0.3
GINN Goldman Sachs Innovate Equity ETF 1.7 52 8 3.7 -5.5
CGUS Capital Group Core Equity ETF 1.7 33 27 4.3 -4.8
FSMD Fidelity Small-Mid Multifactor ETF 1.7 15 45 7.2 -2.0
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.7 58 2 4.7 -4.5
PBW Invesco WilderHill Clean Energy ETF 1.7 66 -6 -4.5 -13.6
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.7 40 20 7.2 -2.0
SWP SWP Growth & Income ETF 1.7 99 -39 4.3 -4.9
LQPE PEO AlphaQuest Thematic PE ETF 1.7 125 -65 5.3 -3.9
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.7 65 -5 7.3 -1.8
IJJ iShares S&P Mid-Cap 400 Value ETF 1.7 18 42 8.9 -0.3
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.7 49 11 4.5 -4.7
OPTZ Optimize Strategy Index ETF 1.7 50 10 5.0 -4.2
MDYV SPDR S&P 400 Mid Cap Value ETF 1.7 15 45 8.9 -0.3
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.7 45 15 4.5 -4.7
DGRO iShares Core Dividend Growth ETF 1.7 8 52 6.4 -2.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.6 10 50 8.9 -0.3
BLCV iShares Large Cap Value Active ETF 1.6 53 7 7.4 -1.8
EQAL Invesco Russell 1000 Equal Weight ETF 1.6 20 40 6.9 -2.2
FBCG Fidelity Blue Chip Growth ETF 1.6 59 1 2.9 -6.3
NBDS Neuberger Berman Disrupters ETF 1.6 55 5 0.7 -8.5
AVUQ Avantis U.S. Quality ETF 1.6 15 45 4.8 -4.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.6 39 21 6.0 -3.1
DIVG Invesco S&P 500 High Dividend Growers ETF 1.6 39 21 8.4 -0.7
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.6 55 5 4.8 -4.4
STXD Strive 1000 Dividend Growth ETF 1.6 35 25 4.9 -4.3
SMLF iShares U.S. SmallCap Equity Factor ETF 1.6 15 45 6.3 -2.9
FQAL Fidelity Quality Factor ETF 1.6 15 45 5.7 -3.5
QDF FlexShares Quality Dividend Index Fund 1.6 37 23 6.3 -2.9
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 1.6 39 21 3.7 -5.5
SMMD iShares Russell 2500 ETF 1.6 15 45 6.4 -2.8
AUSF Global X Adaptive U.S. Factor ETF 1.6 27 33 8.8 -0.3
NBCC Neuberger Berman Next Generation Connected Consumer ETF 1.6 56 4 2.5 -6.6
VXF Vanguard Extended Market ETF 1.6 5 55 4.8 -4.4
MODL VictoryShares WestEnd U.S. Sector ETF 1.6 42 18 4.6 -4.6
VSLU Applied Finance Valuation Large Cap ETF 1.6 49 11 5.6 -3.6
TMDV ProShares Russell US Dividend Growers ETF 1.5 35 25 6.5 -2.7
POWA Invesco Bloomberg Pricing Power ETF 1.5 40 20 5.6 -3.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.5 18 42 7.7 -1.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.5 64 -4 2.3 -6.8
PFM Invesco Dividend Achievers ETF 1.5 53 7 5.3 -3.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.5 12 48 5.2 -4.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.5 10 50 5.2 -3.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.5 65 -5 3.5 -5.7
VEGN US Vegan Climate ETF 1.5 60 0 4.4 -4.7
DTD WisdomTree U.S. Total Dividend Fund 1.5 28 32 6.3 -2.8
SMDV ProShares Russell 2000 Dividend Growers ETF 1.5 40 20 7.3 -1.8
SPHQ Invesco S&P 500 Quality ETF 1.5 15 45 5.1 -4.0
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.4 60 0 8.2 -0.9
VIG Vanguard Dividend Appreciation ETF 1.4 5 55 5.6 -3.6
QUS SPDR MSCI USA StrategicFactors ETF 1.4 15 45 5.7 -3.5
CVAR Cultivar ETF 1.4 87 -27 6.8 -2.3
CVY Invesco Zacks Multi-Asset Income ETF 1.4 106 -46 11.9 +2.7
XMVM Invesco S&P MidCap Value with Momentum ETF 1.4 39 21 9.5 +0.4
XSMO Invesco S&P SmallCap Momentum ETF 1.4 39 21 5.7 -3.4
FEGE First Eagle Global Equity ETF 1.4 79 -19 6.9 -2.2
SVAL iShares US Small Cap Value Factor ETF 1.4 20 40 10.6 +1.5
THRO iShares U.S. Thematic Rotation Active ETF 1.4 90 -30 4.0 -5.2
PWV Invesco Large Cap Value ETF 1.4 55 5 7.3 -1.9
RNMC First Trust Mid Cap US Equity Select ETF 1.4 60 0 6.4 -2.8
DLN WisdomTree U.S. LargeCap Dividend Fund 1.4 28 32 6.0 -3.2
MGMT Ballast Small/Mid Cap ETF 1.4 110 -50 8.9 -0.2
JMOM JPMorgan U.S. Momentum Factor ETF 1.4 12 48 4.5 -4.7
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.4 60 0 6.0 -3.1
DEMZ Democratic Large Cap Core ETF 1.4 45 15 4.5 -4.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.4 24 36 8.2 -1.0
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.3 60 0 2.1 -7.1
QDEF FlexShares Quality Dividend Defensive Index Fund 1.3 37 23 6.1 -3.0
AFSM First Trust Active Factor Small Cap ETF 1.3 75 -15 7.6 -1.5
NULC Nuveen ESG Large-Cap ETF 1.3 21 39 4.8 -4.4
FDVV Fidelity High Dividend ETF 1.3 15 45 7.8 -1.4
KOMP SPDR S&P Kensho New Economies Composite ETF 1.3 20 40 2.7 -6.4
SRHQ SRH U.S. Quality ETF 1.3 35 25 7.6 -1.6
FDWM Fidelity Women's Leadership ETF 1.3 59 1 4.9 -4.2
LIVR Intelligent Livermore ETF 1.3 69 -9 6.1 -3.0
MOTE VanEck Morningstar ESG Moat ETF 1.3 49 11 5.6 -3.6
FTC First Trust Large Cap Growth AlphaDEX Fund 1.3 59 1 2.8 -6.4
NANC Unusual Whales Subversive Democratic Trading ETF 1.3 75 -15 3.7 -5.5
PRNT 3D Printing ETF 1.3 66 -6 1.3 -7.9
XMLV Invesco S&P MidCap Low Volatility ETF 1.2 25 35 7.5 -1.6
JQUA JPMorgan U.S. Quality Factor ETF 1.2 12 48 5.9 -3.3
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.2 61 -1 1.4 -7.7
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.2 29 31 8.6 -0.5
LCF Touchstone US Large Cap Focused ETF 1.2 69 -9 4.3 -4.9
PSC Principal U.S. Small-Cap ETF 1.2 38 22 6.8 -2.4
GLOF iShares Global Equity Factor ETF 1.2 20 40 6.7 -2.5
FFND Future Fund Active ETF 1.2 100 -40 4.4 -4.8
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.2 43 17 6.3 -2.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.2 15 45 4.2 -4.9
RNIN Bushido Capital US SMID Cap Equity ETF 1.2 70 -10 5.0 -4.2
HAPY Harbor Human Capital Factor Unconstrained ETF 1.2 50 10 5.6 -3.6
VBK Vanguard Small-Cap Growth ETF 1.2 7 53 1.9 -7.2
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 1.1 49 11 3.7 -5.5
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.1 29 31 6.3 -2.9
QWLD SPDR MSCI World StrategicFactors ETF 1.1 30 30 6.1 -3.1
NIXT Research Affiliates Deletions ETF 1.1 9 51 8.8 -0.4
TRFM AAM Transformers ETF 1.1 49 11 1.5 -7.7
USXF iShares ESG Advanced MSCI USA ETF 1.1 10 50 4.6 -4.6
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.1 20 40 5.9 -3.2
VOT Vanguard Mid-Cap Growth ETF 1.1 7 53 3.5 -5.7
IWN iShares Russell 2000 Value ETF 1.1 24 36 7.7 -1.4
VTWV Vanguard Russell 2000 Value ETF 1.1 10 50 7.8 -1.4
CHGX AXS Change Finance ESG ETF 1.1 49 11 4.8 -4.4
CCSO Carbon Collective Climate Solutions US Equity ETF 1.0 35 25 1.1 -8.1
RAYD Rayliant Quantitative Developed Market Equity ETF 1.0 80 -20 4.4 -4.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.0 18 42 5.7 -3.4
ISMD Inspire Small/Mid Cap ETF 1.0 54 6 6.0 -3.2
RCGE RockCreek Global Equality ETF 1.0 95 -35 6.3 -2.9
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.0 25 35 5.3 -3.8
SPLV Invesco S&P 500 Low Volatility ETF 1.0 25 35 5.2 -3.9
CCFE Concourse Capital Focused Equity ETF 1.0 95 -35 1.8 -7.4
DTEC ALPS Disruptive Technologies ETF 1.0 50 10 3.7 -5.5
WLDR Affinity World Leaders Equity ETF 1.0 67 -7 7.6 -1.5
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.0 79 -19 4.5 -4.7
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.0 56 4 11.0 +1.9
DARP Grizzle Growth ETF 1.0 75 -15 3.0 -6.1
FESM Fidelity Enhanced Small Cap ETF 1.0 28 32 7.7 -1.4
RSSL Global X Russell 2000 ETF 0.9 8 52 4.5 -4.6
CWS AdvisorShares Focused Equity ETF 0.9 84 -24 4.8 -4.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.9 65 -5 2.2 -7.0
ETHO Etho Climate Leadership U.S. ETF 0.9 47 13 5.3 -3.8
IWM iShares Russell 2000 ETF 0.9 19 41 4.5 -4.6
VTWO Vanguard Russell 2000 ETF 0.9 7 53 4.6 -4.6
JPEF JPMorgan Equity Focus ETF 0.9 50 10 4.3 -4.9
RNSC Furst Trust Small Cap US Equity Select ETF 0.9 60 0 6.0 -3.1
LGRO Level Four Large Cap Growth Active ETF 0.9 55 5 3.8 -5.4
USMF WisdomTree U.S. Multifactor Fund 0.9 28 32 6.8 -2.4
FPAG FPA Global Equity ETF 0.9 49 11 5.7 -3.4
TEMP JPMorgan Climate Change Solutions ETF 0.9 49 11 5.7 -3.5
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.9 61 -1 -2.3 -11.5
VFQY Vanguard U.S. Quality Factor ETF 0.9 13 47 6.3 -2.8
FSST Fidelity Sustainable U.S. Equity ETF 0.9 59 1 4.3 -4.9
IEDI iShares U.S. Consumer Focused ETF 0.9 18 42 5.2 -4.0
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 0.9 15 45 6.4 -2.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.8 9 51 4.5 -4.7
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.8 35 25 9.7 +0.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.8 25 35 5.9 -3.3
FCPI Fidelity Stocks for Inflation ETF 0.8 15 45 7.5 -1.6
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.8 12 48 7.4 -1.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.8 20 40 5.9 -3.3
VTWG Vanguard Russell 2000 Growth ETF 0.8 10 50 1.5 -7.7
IWO iShares Russell 2000 Growth ETF 0.8 24 36 1.4 -7.8
FBOT Fidelity Disruptive Automation ETF 0.8 50 10 3.7 -5.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.8 39 21 6.6 -2.6
BOAT SonicShares Global Shipping ETF 0.8 69 -9 31.4 +22.3
SMCF Themes US Small Cap Cash Flow Champions ETF 0.8 29 31 12.5 +3.4
RFV Invesco S&P Midcap 400 Pure Value ETF 0.7 35 25 13.1 +3.9
BGIG Bahl & Gaynor Income Growth ETF 0.7 45 15 5.4 -3.8
COPY Tweedy, Browne Insider + Value ETF 0.7 80 -20 11.7 +2.6
CRTC Xtrackers US National Critical Technologies ETF 0.7 35 25 4.8 -4.4
HLGE Hartford Longevity Economy ETF 0.7 44 16 6.5 -2.6
FDLO Fidelity Low Volatility Factor ETF 0.7 15 45 5.4 -3.8
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.7 49 11 4.3 -4.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.7 29 31 4.4 -4.8
ROSC Hartford Multifactor Small Cap ETF 0.7 34 26 9.7 +0.6
BEEZ Honeytree U.S. Equity ETF 0.7 64 -4 3.8 -5.3
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.7 70 -10 4.7 -4.5
XMMO Invesco S&P MidCap Momentum ETF 0.7 34 26 5.6 -3.5
CZAR Themes Natural Monopoly ETF 0.6 35 25 5.4 -3.7
PDP Invesco Dorsey Wright Momentum ETF 0.6 62 -2 4.0 -5.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.6 60 0 6.3 -2.9
SQLV Royce Quant Small-Cap Quality Value ETF 0.6 60 0 9.7 +0.5
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.6 47 13 9.3 +0.1
FFOX FundX Future Fund Opportunities ETF 0.6 100 -40 4.4 -4.8
ACTV LeaderShares Activist Leaders ETF 0.6 75 -15 5.3 -3.8
DVND Touchstone Dividend Select ETF 0.6 67 -7 5.7 -3.5
KONG Formidable Fortress ETF 0.5 89 -29 6.0 -3.2
SIMS SPDR S&P Kensho Intelligent Structures ETF 0.5 45 15 4.5 -4.6
TMFS Motley Fool Small-Cap Growth ETF 0.5 85 -25 3.3 -5.9
GRPM Invesco S&P MidCap 400 GARP ETF 0.5 35 25 9.1 -0.1
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 0.5 60 0 6.6 -2.6
XMHQ Invesco S&P MidCap Quality ETF 0.5 25 35 7.2 -1.9
XRT SPDR S&P Retail ETF 0.5 35 25 8.6 -0.6
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.5 35 25 6.1 -3.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.5 30 30 6.7 -2.4
VNSE Natixis Vaughan Nelson Select ETF 0.5 80 -20 4.7 -4.4
XSLV Invesco S&P SmallCap Low Volatility ETF 0.5 25 35 7.4 -1.8
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 18 5.4 -3.7
EQIN Columbia US Equity Income ETF 0.5 35 25 6.9 -2.3
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.5 59 1 6.4 -2.8
QQQS Invesco NASDAQ Future Gen 200 ETF 0.5 20 40 -2.6 -11.8
FYC First Trust Small Cap Growth AlphaDEX Fund 0.5 71 -11 0.5 -8.7
HAPI Harbor Human Capital Factor US Large Cap ETF 0.4 36 24 4.8 -4.3
SHE SPDR MSCI USA Gender Diversity ETF 0.4 20 40 5.0 -4.2
VUSE Vident U.S. Equity Strategy ETF 0.4 50 10 4.5 -4.7
BUYZ Franklin Disruptive Commerce ETF 0.4 50 10 2.3 -6.9
DEW WisdomTree Global High Dividend Fund 0.4 58 2 8.6 -0.5
XT iShares Exponential Technologies ETF 0.4 46 14 4.7 -4.4
VFMV Vanguard U.S. Minimum Volatility ETF 0.4 13 47 5.7 -3.5
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.4 95 -35 0.6 -8.6
QUAL iShares MSCI USA Quality Factor ETF 0.3 15 45 5.2 -3.9
HKND Humankind US Stock ETF 0.3 11 49 7.2 -2.0
HDV iShares Core High Dividend ETF 0.3 8 52 6.9 -2.3
XLSR SPDR SSGA U.S. Sector Rotation ETF 0.3 70 -10 4.8 -4.3
PPA Invesco Aerospace & Defense ETF 0.3 58 2 2.5 -6.6
FYX First Trust Small Cap Core AlphaDEX Fund 0.2 61 -1 6.3 -2.8
EES WisdomTree U.S. SmallCap Fund 0.2 38 22 9.1 -0.1
NULG Nuveen ESG Large-Cap Growth ETF 0.2 26 34 3.3 -5.9
QGRO American Century U.S. Quality Growth ETF 0.2 29 31 3.5 -5.6
IOO iShares Global 100 ETF 0.1 41 19 4.9 -4.2
GK AdvisorShares Gerber Kawasaki ETF 0.1 75 -15 2.5 -6.7
AVSC Avantis U.S Small Cap Equity ETF 0.1 25 35 6.0 -3.2
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.1 49 11 6.6 -2.6
ACWV iShares MSCI Global Min Vol Factor ETF 0.1 20 40 5.9 -3.3
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 -5 4.2 -5.0
JSTC Adasina Social Justice All Cap Global ETF 0.1 89 -29 4.8 -4.4
USMV iShares MSCI USA Min Vol Factor ETF 0.0 15 45 5.6 -3.5

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 Transportation 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 17.3 %
Divided by: Fwd. P/BV 1.8 x
Less: Expense ratio 60 bp
Equals: ALTAR Score 9.2 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.67 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.