First Trust Health Care AlphaDEX Fund
ALTAR
Score™		 7.1% info Recommen-
dation		 OVERWEIGHT
2024E    2025E
P/E
ratio		 17.6x P/Sales
ratio		 1.3x
P/BV
ratio		 2.3x Div.
yield		 1.0%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
First Trust Health Care AlphaDEX Fund seeks investment results that correspond to the StrataQuant Health Care AlphaDEX Index.

FUND BASICS
Category US Equities
Fund Sponsor First Trust Advisors LP
Website www.ftportfolios.com
Inception date May 08, 2007
Assets (mns) $1,242
Currency USD
Expense ratio 62 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 83
Wgt avg mkt cap (mns) $60,901
Large cap (>$10bn) 70.2%
Mid cap ($2-10bn) 28.9%
Small cap (<$2bn) 0.9%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
UNITED THERAPEUTICS CORP 2.3 %
SHOCKWAVE MEDICAL, INC. 2.3 %
ROIVANT SCIENCES LTD. 2.2 %
CIGNA CORPORATION 2.2 %
CARDINAL HEALTH INC 2.2 %
REPROS THERAPEUTICS INC 2.2 %
ENCOMPASS HEALTH CORPORATION 2.1 %
PREMIER INC-CLASS A 2.1 %
VIATRIS, INC. 2.1 %
ELI LILLY & CO 2.1 %
Total 21.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 89.6 %
IRELAND 6.8 %
BRITAIN 2.2 %
NETHERLANDS 1.2 %







HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
5.9% 2.3% 7.6% 8.0% 10.8%

Market Correlations
versus... Beta R-squared
S&P500 0.79 67%
MSCI EAFE 0.81 66%
MSCI Emg. Mkts. 0.50 27%

Technical Indicators
Recent close $103.03
30d moving avg. $96.07
Annualized volatility 17.0%
Short interest (ETF) 0.0%
Short interest (Underlying) 2.6%
Relative strength (RSI) 70

Liquidity measures
Avg. volume (thou.) 39
Turnover 0.3%
Bid/Ask (% of price) 0.18%
ADV underlying (mns) $28,415

Distributions


FINDING ALTERNATIVE FUNDS

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

Benchmark ticker: FXH Expense: 62 bp ALTAR Score™: 7.1%


ALTERNATIVE ETFs BASED ON OVERLAP WITH FXH
Ticker Fund
Name		 Overlap1
vs FXH
(%)		 Expense
ratio
(bp)		 Savings
vs FXH
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs FXH
(%)
RSPH Invesco S&P 500 Equal Weight Health Care ETF 53.1 40 22 7.3 +0.3
IYH iShares U.S. Healthcare ETF 39.0 40 22 6.2 -0.8
VHT Vanguard Health Care ETF 36.8 10 52 5.7 -1.4
FHLC Fidelity MSCI Health Care Index ETF 36.5 8 54 5.9 -1.2
XLV Health Care Select Sector SPDR Fund 35.4 9 53 7.1 +0.1
IXJ iShares Global Healthcare ETF 30.4 42 20 6.1 -0.9
FTXH First Trust Nasdaq Pharmaceuticals ETF 30.2 60 2 9.1 +2.1
BMED Future Health ETF 27.6 85 -23 0.2 -6.8
HTEC ROBO Global Healthcare Technology and Innovation ETF 27.5 68 -6 1.1 -5.9
XHS SPDR S&P Health Care Services ETF 27.5 35 27 5.8 -1.3
PINK Simplify Health Care ETF 25.8 50 12 3.3 -3.7
XHE SPDR S&P Health Care Equipment ETF 23.1 35 27 0.6 -6.4
IHF iShares U.S. Healthcare Providers ETF 22.8 40 22 6.0 -1.1
HKND Humankind US Stock ETF 21.2 11 51 7.0 -0.1
AGNG Global X Aging Population ETF 19.4 50 12 4.1 -2.9
IHI iShares U.S. Medical Devices ETF 19.3 40 22 3.8 -3.3
HELX Franklin Genomic Advancements ETF 18.0 50 12 1.7 -5.4
HART IQ Healthy Hearts ETF 17.5 45 17 5.3 -1.7
GDOC Goldman Sachs Future Health Care Equity ETF 17.0 75 -13 3.2 -3.9
IBB iShares Biotechnology ETF 16.9 45 17 0.9 -6.2
WDNA WisdomTree BioRevolution Fund 16.7 45 17 -4.5 -11.6
BBH VanEck Biotech ETF 16.2 35 27 5.2 -1.9
PJP Invesco Pharmaceuticals ETF 16.2 57 5 7.4 +0.4
IBBQ Invesco Nasdaq Biotechnology ETF 15.8 19 43 0.9 -6.1
FBT First Trust NYSE Arca Biotechnology Index Fund 15.6 56 6 0.1 -7.0
HLGE Hartford Longevity Economy ETF 15.4 44 18 6.6 -0.5
BBP Virtus LifeSci Biotech Products ETF 15.2 79 -17 -4.8 -11.8
DSTL Distillate US Fundamental Stability & Value ETF 14.9 39 23 7.8 +0.8
SMRI Bushido Capital US Equity ETF 14.6 71 -9 10.2 +3.2
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 14.1 65 -3 -1.1 -8.2
SPXT ProShares S&P 500 Ex-Technology ETF 13.7 9 53 5.7 -1.4
XPH SPDR S&P Pharmaceuticals ETF 13.7 35 27 5.1 -2.0
IHE iShares U.S. Pharmaceuticals ETF 13.7 40 22 8.3 +1.2
LRND IQ U.S. Large Cap R&D Leaders ETF 13.6 14 48 6.3 -0.7
XBI SPDR S&P BIOTECH ETF 13.4 35 27 -1.4 -8.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 13.2 10 52 5.4 -1.7
FDHT Fidelity Digital Health ETF 13.1 39 23 -2.4 -9.5
PTH Invesco Dorsey Wright Healthcare Momentum ETF 13.1 60 2 -3.6 -10.6
CHGX AXS Change Finance ESG ETF 12.9 49 13 5.1 -2.0
IVE iShares S&P 500 Value ETF 12.8 18 44 6.6 -0.5
SPYV SPDR Portfolio S&P 500 Value ETF 12.8 4 58 6.7 -0.3
FCPI Fidelity Stocks for Inflation ETF 12.7 15 47 8.6 +1.5
KRMA Global X Conscious Companies ETF 12.6 43 19 5.8 -1.2
IUSV iShares Core S&P US Value ETF 12.5 4 58 6.8 -0.2
FUNL CornerCap Fundametrics Large-Cap ETF 12.3 50 12 7.0 -0.1
SPMV Invesco S&P 500 Minimum Variance ETF 12.0 10 52 5.6 -1.4
RAFE PIMCO RAFI ESG U.S. ETF 12.0 29 33 7.2 +0.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 11.8 18 44 6.3 -0.7
SPXN ProShares S&P 500 Ex-Financials ETF 11.8 9 53 5.3 -1.8
QUS SPDR MSCI USA StrategicFactors ETF 11.8 15 47 6.0 -1.0
USMV iShares MSCI USA Min Vol Factor ETF 11.7 15 47 6.1 -1.0
VOOG Vanguard S&P 500 Growth ETF 11.6 10 52 5.5 -1.6
IWX iShares Russell Top 200 Value ETF 11.6 20 42 6.5 -0.5
PPH VanEck Pharmaceutical ETF 11.5 36 26 8.8 +1.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 11.5 10 52 4.8 -2.2
MEDI Harbor Health Care ETF 11.4 80 -18 0.9 -6.2
VTV Vanguard Value ETF 11.3 4 58 7.0 -0.0
JAVA JPMorgan Active Value ETF 11.3 44 18 6.3 -0.7
FLQL Franklin LibertyQ U.S. Equity ETF 11.3 15 47 6.0 -1.0
OUSA ALPS O'Shares U.S. Quality Dividend ETF 11.3 48 14 6.2 -0.9
ZECP Zacks Earnings Consistent Portfolio ETF 11.2 55 7 5.0 -2.1
RWL Invesco S&P 500 Revenue ETF 11.2 39 23 6.6 -0.4
GINN Goldman Sachs Innovate Equity ETF 11.2 52 10 2.7 -4.4
EVUS iShares ESG Aware MSCI USA Value ETF 11.1 18 44 6.7 -0.4
ANEW ProShares MSCI Transformational Changes ETF 10.9 45 17 3.3 -3.7
MGV Vanguard Mega Cap Value ETF 10.9 7 55 6.8 -0.2
ROUS Hartford Multifactor US Equity ETF 10.8 19 43 6.4 -0.6
MEDX Horizon Kinetics Medical ETF 10.8 85 -23 -0.2 -7.2
PBE Invesco Biotechnology & Genome ETF 10.8 58 4 0.7 -6.4
IUS Invesco RAFI Strategic US ETF 10.7 19 43 7.3 +0.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 10.7 32 30 5.2 -1.9
NZUS SPDR MSCI USA Climate Paris Aligned ETF 10.7 10 52 4.9 -2.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 10.6 20 42 6.4 -0.7
STXD Strive 1000 Dividend Growth ETF 10.6 35 27 5.5 -1.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 10.6 45 17 4.7 -2.4
ILCV iShares Morningstar Value ETF 10.6 4 58 6.7 -0.4
SPXE ProShares S&P 500 Ex-Energy ETF 10.6 9 53 5.3 -1.8
HLAL Wahed FTSE USA Shariah ETF 10.6 50 12 5.0 -2.1
ESGV Vanguard ESG U.S. Stock ETF 10.5 9 53 5.1 -2.0
IWL iShares Russell Top 200 ETF 10.5 15 47 5.0 -2.1
FBCV Fidelity Blue Chip Value ETF 10.5 59 3 7.1 +0.0
VONV Vanguard Russell 1000 Value ETF 10.5 8 54 6.7 -0.3
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 10.5 20 42 5.1 -2.0
MGC Vanguard Mega Cap ETF 10.5 7 55 5.1 -2.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 10.4 9 53 5.8 -1.2
QLV FlexShares US Quality Low Volatility Index Fund 10.4 22 40 5.2 -1.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 10.4 75 -13 4.7 -2.3
DGRO iShares Core Dividend Growth ETF 10.4 8 54 6.5 -0.6
IWD iShares Russell 1000 Value ETF 10.4 19 43 6.6 -0.5
SNPE Xtrackers S&P 500 ESG ETF 10.3 10 52 5.3 -1.7
CFA VictoryShares US 500 Volatility Wtd ETF 10.3 35 27 6.0 -1.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 10.3 40 22 5.9 -1.1
QQQJ Invesco NASDAQ Next Gen 100 ETF 10.3 15 47 4.7 -2.3
VOO Vanguard S&P 500 ETF 10.3 3 59 5.3 -1.7
SIXL ETC 6 Meridian Low Beta Equity ETF 10.3 80 -18 5.1 -2.0
IPDP Dividend Performers ETF 10.3 122 -60 4.9 -2.2
XVV iShares ESG Screened S&P 500 ETF 10.2 8 54 5.1 -1.9
IVV iShares Core S&P 500 ETF 10.2 3 59 5.3 -1.8
VV Vanguard Large-Cap ETF 10.2 4 58 5.2 -1.8
SPY SPDR S&P 500 ETF Trust 10.2 9 53 5.2 -1.8
SPLG SPDR Portfolio S&P 500 ETF 10.2 2 60 5.3 -1.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 10.2 7 55 5.2 -1.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 10.2 7 55 5.2 -1.9
ESGU iShares ESG Aware MSCI USA ETF 10.2 15 47 5.2 -1.9
ULVM VictoryShares US Value Momentum ETF 10.2 20 42 7.4 +0.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 10.1 15 47 4.9 -2.2
STXV Strive 1000 Value ETF 10.1 18 44 7.8 +0.8
QVML Invesco S&P 500 QVM Multi-factor ETF 10.1 11 51 5.2 -1.9
STRV Strive 500 ETF 10.1 5 57 5.2 -1.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 10.1 18 44 7.6 +0.5
BKLC BNY Mellon US Large Cap Core Equity ETF 10.1 0 62 5.3 -1.8
VOTE TCW Transform 500 ETF 10.1 5 57 5.2 -1.8
IWP iShares Russell Mid-Cap Growth ETF 10.1 23 39 3.8 -3.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 10.1 2 60 5.3 -1.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 10.1 20 42 5.1 -2.0
VONE Vanguard Russell 1000 ETF 10.1 8 54 5.2 -1.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 10.0 29 33 6.3 -0.8
IWB iShares Russell 1000 ETF 10.0 15 47 5.1 -1.9
USMF WisdomTree U.S. Multifactor Fund 10.0 28 34 6.9 -0.1
PBUS Invesco MSCI USA ETF 10.0 4 58 5.3 -1.8
GERM ETFMG Treatments Testing and Advancements ETF 10.0 68 -6 -6.6 -13.6
ILCB iShares Morningstar U.S. Equity ETF 10.0 3 59 5.3 -1.8
PSET Principal Quality ETF 10.0 15 47 5.7 -1.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 10.0 14 48 5.4 -1.7
MOAT VanEck Morningstar Wide Moat ETF 10.0 46 16 6.3 -0.8
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 9.9 20 42 5.4 -1.6
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 9.9 60 2 5.6 -1.5
VFMV Vanguard U.S. Minimum Volatility ETF 9.9 13 49 5.4 -1.7
JHML John Hancock Multifactor Large Cap ETF 9.8 29 33 5.6 -1.4
SCHX Schwab U.S. Large-Cap ETF 9.8 3 59 5.3 -1.8
GDEF Goldman Sachs Defensive Equity ETF 9.8 55 7 4.4 -2.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 9.8 24 38 8.0 +0.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 9.8 11 51 5.2 -1.8
IYY iShares Dow Jones U.S. ETF 9.8 20 42 5.1 -2.0
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 9.7 3 59 5.4 -1.6
ROE Astoria US Quality Kings ETF 9.7 49 13 8.1 +1.1
LRGF iShares U.S. Equity Factor ETF 9.7 8 54 5.8 -1.2
SCHK Schwab 1000 Index ETF 9.7 5 57 5.3 -1.8
SSPX Janus Henderson U.S. Sustainable Equity ETF 9.7 55 7 4.0 -3.1
PRF Invesco FTSE RAFI US 1000 ETF 9.7 39 23 7.3 +0.2
JQUA JPMorgan U.S. Quality Factor ETF 9.7 12 50 5.7 -1.3
WOMN Impact Shares YWCA Women's Empowerment ETF 9.6 75 -13 4.9 -2.2
DFLV Dimensional US Large Cap Value ETF 9.6 22 40 7.8 +0.8
FLOW Global X U.S. Cash Flow Kings 100 ETF 9.6 25 37 11.1 +4.0
DFUS Dimensional U.S. Equity ETF 9.6 9 53 5.1 -1.9
JVAL JPMorgan U.S. Value Factor ETF 9.6 12 50 8.4 +1.3
VTHR Vanguard Russell 3000 ETF 9.6 10 52 5.1 -2.0
EQWL Invesco S&P 100 Equal Weight ETF 9.6 25 37 6.8 -0.3
IWV iShares Russell 3000 ETF 9.6 20 42 5.0 -2.1
DFSU Dimensional US Sustainability Core 1 ETF 9.6 18 44 5.7 -1.4
VTI Vanguard Total Stock Market ETF 9.5 3 59 5.1 -2.0
NULV Nuveen ESG Large-Cap Value ETF 9.5 26 36 7.1 +0.1
FNDX Schwab Fundamental US Large Co. Index ETF 9.5 25 37 7.1 +0.1
REVS Columbia Research Enhanced Value ETF 9.5 19 43 7.7 +0.7
ITOT iShares Core S&P Total U.S. Stock Market ETF 9.4 3 59 5.1 -1.9
CANC Tema Oncology ETF 9.4 75 -13 -4.4 -11.4
ACWV iShares MSCI Global Min Vol Factor ETF 9.4 20 42 6.7 -0.3
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 9.3 15 47 6.9 -0.1
SCHB Schwab U.S. Broad Market ETF 9.3 3 59 5.2 -1.8
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 9.3 50 12 7.9 +0.8
SXQG ETC 6 Meridian Quality Growth ETF 9.3 100 -38 4.4 -2.6
SHE SPDR MSCI USA Gender Diversity ETF 9.3 20 42 5.0 -2.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 9.3 15 47 10.1 +3.1
RSP Invesco S&P 500 Equal Weight ETF 9.2 20 42 6.2 -0.8
RVRB Reverb ETF 9.2 30 32 5.0 -2.1
NULC Nuveen ESG Large-Cap ETF 9.2 21 41 5.5 -1.5
ACVF American Conservative Values ETF 9.2 75 -13 4.4 -2.7
RUNN Running Oak Efficient Growth ETF 9.2 58 4 4.8 -2.2
JEPI JPMorgan Equity Premium Income ETF 9.2 35 27 5.3 -1.8
PFM Invesco Dividend Achievers ETF 9.1 53 9 5.7 -1.4
DRUP GraniteShares Nasdaq Select Disruptors ETF 9.1 60 2 3.9 -3.2
SANE Subversive Mental Health ETF 9.1 75 -13 0.0 -7.1
CATH Global X S&P 500 Catholic Values Custom ETF 9.1 29 33 5.1 -1.9
ADME Aptus Drawdown Managed Equity ETF 9.1 79 -17 4.3 -2.7
COWZ Pacer US Cash Cows 100 ETF 9.1 49 13 11.0 +3.9
AIEQ AI Powered Equity ETF 9.1 75 -13 6.1 -1.0
FNDB Schwab Fundamental US Broad Market Index ETF 9.0 25 37 7.1 +0.1
DFAU Dimensional US Core Equity Market ETF 9.0 12 50 5.4 -1.7
APUE ActivePassive U.S. Equity ETF 9.0 45 17 5.0 -2.1
FDLO Fidelity Low Volatility Factor ETF 9.0 15 47 5.5 -1.6
STXG Strive 1000 Growth ETF 9.0 18 44 4.2 -2.8
ITAN Sparkline Intangible Value ETF 9.0 50 12 6.2 -0.9
SAGP Strategas Global Policy Opportunities ETF 8.9 65 -3 4.5 -2.5
FVAL Fidelity Value Factor ETF 8.9 15 47 7.5 +0.4
WRND IQ Global Equity R&D Leaders ETF 8.9 18 44 7.2 +0.1
SPHQ Invesco S&P 500 Quality ETF 8.9 15 47 5.4 -1.6
RPV Invesco S&P 500 Pure Value ETF 8.9 35 27 9.9 +2.8
JHDV John Hancock U.S. High Dividend ETF 8.8 34 28 6.5 -0.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 8.8 58 4 5.4 -1.7
SSPY Syntax Stratified LargeCap ETF 8.8 30 32 6.5 -0.6
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 8.8 52 10 5.4 -1.6
QWLD SPDR MSCI World StrategicFactors ETF 8.8 30 32 6.1 -1.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 8.7 65 -3 3.8 -3.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 8.7 19 43 6.5 -0.5
DGRW WisdomTree US Quality Dividend Growth Fund 8.7 28 34 6.2 -0.9
PWV Invesco Large Cap Value ETF 8.7 55 7 7.6 +0.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 8.7 9 53 6.0 -1.1
OEF iShares S&P 100 ETF 8.7 20 42 5.0 -2.0
SUSA iShares MSCI USA ESG Select ETF 8.7 25 37 5.4 -1.7
FLRG Fidelity U.S. Multifactor ETF 8.6 15 47 7.7 +0.7
IQSU IQ Candriam U.S. Large Cap Equity ETF 8.6 9 53 5.0 -2.0
SUSL iShares ESG MSCI USA Leaders ETF 8.5 10 52 5.1 -1.9
SIXA ETC 6 Meridian Mega Cap Equity ETF 8.5 80 -18 5.7 -1.4
QLC FlexShares US Quality Large Cap Index Fund 8.5 25 37 5.6 -1.4
CACG ClearBridge All Cap Growth ESG ETF 8.5 54 8 3.4 -3.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 8.5 10 52 5.2 -1.9
EPS WisdomTree U.S. LargeCap Fund 8.4 8 54 6.3 -0.8
DLN WisdomTree U.S. LargeCap Dividend Fund 8.4 28 34 6.2 -0.8
NACP Impact Shares NAACP Minority Empowerment ETF 8.4 49 13 5.0 -2.1
VLU SPDR S&P 1500 Value Tilt ETF 8.4 12 50 7.1 +0.1
DFUV Dimensional US Marketwide Value ETF 8.4 22 40 7.6 +0.6
VIG Vanguard Dividend Appreciation ETF 8.4 6 56 5.8 -1.2
VIRS Pacer BioThreat Strategy ETF 8.4 70 -8 6.0 -1.1
RECS Columbia Research Enhanced Core ETF 8.4 15 47 5.6 -1.4
CGGR Capital Group Growth ETF 8.4 39 23 3.5 -3.6
VSLU Applied Finance Valuation Large Cap ETF 8.4 49 13 6.0 -1.0
SIZE iShares MSCI USA Size Factor ETF 8.3 15 47 6.0 -1.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 8.3 25 37 5.7 -1.4
EUSA iShares MSCI USA Equal Weighted ETF 8.2 9 53 6.1 -0.9
FMIL Fidelity New Millennium ETF 8.2 59 3 4.3 -2.8
DFAC Dimensional U.S. Core Equity 2 ETF 8.2 17 45 5.7 -1.4
SCHG Schwab U.S. Large-Cap Growth ETF 8.2 4 58 4.3 -2.7
IDNA iShares Genomics Immunology and Healthcare ETF 8.2 47 15 -5.2 -12.2
QDEF FlexShares Quality Dividend Defensive Index Fund 8.2 37 25 4.8 -2.2
SCHV Schwab U.S. Large-Cap Value ETF 8.2 4 58 6.7 -0.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 8.1 25 37 6.1 -1.0
SFY SoFi Select 500 ETF 8.1 0 62 5.2 -1.9
IQSM IQ Candriam U.S. Mid Cap Equity ETF 8.1 15 47 6.3 -0.8
DTD WisdomTree U.S. Total Dividend Fund 8.1 28 34 6.5 -0.5
VFQY Vanguard U.S. Quality Factor ETF 8.1 13 49 7.2 +0.2
VLUE iShares MSCI USA Value Factor ETF 8.1 15 47 10.7 +3.7
FLLV Franklin U.S. Low Volatility ETF 8.1 29 33 5.9 -1.2
HDUS Hartford Disciplined US Equity ETF 8.0 19 43 6.2 -0.8
XLG Invesco S&P 500 Top 50 ETF 8.0 20 42 4.7 -2.4
RNMC First Trust Mid Cap US Equity Select ETF 8.0 60 2 7.9 +0.8
DFNV Donoghue Forlines Innovation ETF 8.0 69 -7 5.0 -2.0
AUSF Global X Adaptive U.S. Factor ETF 8.0 27 35 9.0 +1.9
GNOM Global X Genomics & Biotechnology ETF 7.9 50 12 -5.4 -12.5
IWF iShares Russell 1000 Growth ETF 7.9 19 43 4.7 -2.3
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 7.9 49 13 10.5 +3.4
VONG Vanguard Russell 1000 Growth ETF 7.9 8 54 4.8 -2.2
FQAL Fidelity Quality Factor ETF 7.8 15 47 5.9 -1.1
KOKU Xtrackers MSCI Kokusai Equity ETF 7.8 9 53 5.5 -1.6
GDIV Harbor Dividend Growth Leaders ETF 7.7 50 12 6.0 -1.0
USMC Principal U.S. Mega-Cap ETF 7.7 12 50 5.0 -2.1
DUSA Davis Select U.S. Equity ETF 7.7 61 1 7.2 +0.1
TOK iShares MSCI Kokusai ETF 7.7 26 36 5.3 -1.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 7.7 12 50 5.1 -2.0
FDRR Fidelity Dividend ETF for Rising Rates 7.7 15 47 7.9 +0.9
UDI USCF Dividend Income Fund 7.7 65 -3 7.4 +0.4
AFLG First Trust Active Factor Large Cap ETF 7.6 55 7 6.2 -0.9
JMOM JPMorgan U.S. Momentum Factor ETF 7.6 12 50 4.8 -2.2
CGGO Capital Group Global Growth Equity ETF 7.6 47 15 4.3 -2.8
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 7.6 35 27 4.8 -2.3
NBDS Neuberger Berman Disrupters ETF 7.6 55 7 1.9 -5.1
AMID Argent Mid Cap ETF Argent Mid Cap ETF 7.6 52 10 7.0 -0.0
TMFE Motley Fool Capital Efficiency 100 Index ETF 7.5 50 12 4.7 -2.3
KRUZ Unusual Whales Subversive Republican Trading ETF 7.5 75 -13 4.9 -2.1
FTCS First Trust Capital Strength ETF 7.5 55 7 5.6 -1.5
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 7.5 58 4 4.8 -2.3
FDMO Fidelity Momentum Factor ETF 7.5 15 47 3.7 -3.4
AVUS Avantis U.S. Equity ETF 7.5 15 47 6.0 -1.0
ONEV SPDR Russell 1000 Low Volatility Focus ETF 7.4 20 42 8.0 +0.9
FTA First Trust Large Cap Value AlphaDEX Fund 7.4 59 3 8.2 +1.1
QGRO American Century U.S. Quality Growth ETF 7.4 29 33 5.8 -1.2
DEUS Xtrackers Russell US Multifactor ETF 7.3 17 45 7.1 +0.0
SNPV Xtrackers S&P 500 Value ESG ETF 7.3 15 47 6.8 -0.2
GSPY Gotham Enhanced 500 ETF 7.3 50 12 5.3 -1.8
ESGG FlexShares STOXX Global ESG Select Index Fund 7.3 42 20 5.1 -1.9
URTH iShares MSCI World ETF 7.3 24 38 5.4 -1.7
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 7.2 30 32 9.1 +2.0
GURU Global X Guru Index ETF 7.2 75 -13 2.5 -4.5
FVD First Trust Value Line Dividend Index Fund 7.2 65 -3 6.0 -1.0
SMDY Syntax Stratified MidCap ETF 7.2 35 27 6.3 -0.7
WTV WisdomTree US Value Fund of Benef Interest 7.2 12 50 8.7 +1.6
QDIV Global X S&P 500 Quality Dividend ETF 7.2 20 42 8.6 +1.6
AIVL WisdomTree U.S. AI Enhanced Value Fund 7.2 38 24 6.7 -0.3
ILCG iShares Morningstar Growth ETF 7.2 4 58 4.1 -3.0
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 7.1 35 27 7.2 +0.1
RAYD Rayliant Quantitative Developed Market Equity ETF 7.1 80 -18 4.5 -2.6
IMCG iShares Morningstar Mid-Cap Growth ETF 7.1 6 56 4.3 -2.8
JOET Virtus Terranova US Quality Momentum ETF 7.1 29 33 5.2 -1.9
DSI iShares MSCI KLD 400 Social ETF 7.1 25 37 5.1 -1.9
FEX First Trust Large Cap Core AlphaDEX Fund 7.1 59 3 5.6 -1.5
VO Vanguard Mid-Cap ETF 7.1 4 58 5.8 -1.2
IMCB iShares Morningstar Mid-Cap ETF 7.1 4 58 6.1 -0.9
HAPI Harbor Human Capital Factor US Large Cap ETF 7.1 36 26 4.8 -2.2
CGUS Capital Group Core Equity ETF 7.0 33 29 4.7 -2.4
SPVM Invesco S&P 500 Value with Momentum ETF 7.0 39 23 8.4 +1.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 7.0 49 13 4.8 -2.3
DIVB iShares Core Dividend ETF 7.0 5 57 8.0 +1.0
SNPG Xtrackers S&P 500 Growth ESG ETF 7.0 15 47 4.8 -2.3
FLV American Century Focused Large Cap Value ETF 6.9 42 20 6.5 -0.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 6.9 20 42 5.6 -1.5
MMTM SPDR S&P 1500 Momentum Tilt ETF 6.9 12 50 4.5 -2.6
TTAC FCF US Quality ETF 6.9 59 3 6.5 -0.5
GLOF iShares Global Equity Factor ETF 6.9 20 42 7.1 +0.0
FSST Fidelity Sustainable U.S. Equity ETF 6.9 59 3 4.9 -2.1
USXF iShares ESG Advanced MSCI USA ETF 6.8 10 52 5.2 -1.9
CGDV Capital Group Dividend Value ETF 6.8 33 29 5.8 -1.3
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 6.8 30 32 7.6 +0.6
PRAY FIS Christian Stock Fund 6.8 69 -7 5.9 -1.2
QUAL iShares MSCI USA Quality Factor ETF 6.7 15 47 5.5 -1.6
IWR iShares Russell Midcap ETF 6.7 19 43 5.7 -1.4
MOTE VanEck Morningstar ESG Moat ETF 6.7 49 13 5.2 -1.9
BIBL Inspire 100 ETF 6.7 35 27 4.8 -2.2
VOE Vanguard Mid-Cap Value ETF 6.7 7 55 7.4 +0.4
SDOG ALPS Sector Dividend Dogs ETF 6.7 36 26 9.5 +2.4
FLDZ RiverNorth Patriot ETF 6.7 75 -13 5.8 -1.3
SMOT VanEck Morningstar SMID Moat ETF 6.7 49 13 6.3 -0.7
NUDV Nuveen ESG Dividend ETF 6.7 26 36 7.5 +0.5
DWLD Davis Select Worldwide ETF 6.6 63 -1 5.6 -1.4
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 6.6 25 37 5.8 -1.3
SPLV Invesco S&P 500 Low Volatility ETF 6.6 25 37 5.7 -1.4
ALTL Pacer Lunt Large Cap Alternator ETF 6.6 60 2 5.3 -1.7
IWY iShares Russell Top 200 Growth ETF 6.6 20 42 4.9 -2.2
JHMM John Hancock Multifactor Mid Cap ETF 6.6 42 20 6.6 -0.4
ACWI iShares MSCI ACWI ETF 6.5 32 30 5.5 -1.6
LCF Touchstone US Large Cap Focused ETF 6.5 69 -7 4.5 -2.5
PZLD Puzzle Divdend Leaders 6.5 0 62 7.5 +0.5
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 6.5 48 14 5.6 -1.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 6.5 4 58 6.1 -0.9
QVAL Alpha Architect US Quantitative Value ETF 6.5 39 23 11.1 +4.1
SYNB Putnam BioRevolution ETF 6.4 70 -8 2.9 -4.2
BTEC Principal Healthcare Innovators ETF 6.4 42 20 -5.3 -12.3
RFDA RiverFront Dynamic US Dividend Advantage ETF 6.4 52 10 6.3 -0.7
HUSV First Trust Horizon Managed Volatility Domestic ETF 6.4 70 -8 5.0 -2.1
IOO iShares Global 100 ETF 6.3 41 21 4.8 -2.2
WLDR Affinity World Leaders Equity ETF 6.3 67 -5 8.5 +1.4
IMCV iShares Morningstar Mid-Cap Value ETF 6.3 6 56 7.9 +0.9
TECB iShares U.S. Tech Breakthrough Multisector ETF 6.3 40 22 4.1 -2.9
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 6.3 15 47 5.6 -1.5
LRGE ClearBridge Large Cap Growth ESG ETF 6.2 59 3 3.4 -3.7
FDWM Fidelity Women's Leadership ETF 6.2 59 3 4.8 -2.3
DUHP Dimensional US High Profitability ETF 6.2 21 41 7.0 -0.1
PKW Invesco Buyback Achievers ETF 6.2 62 0 7.1 +0.0
VYM Vanguard High Dividend Yield Index ETF 6.2 6 56 7.3 +0.3
LVOL American Century Low Volatility ETF 6.2 29 33 5.3 -1.8
DURA VanEck Durable High Dividend ETF 6.2 29 33 7.3 +0.2
MBOX Freedom Day Dividend ETF 6.2 39 23 7.7 +0.7
IUSG iShares Core S&P U.S. Growth ETF 6.2 4 58 4.6 -2.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 6.2 15 47 6.4 -0.6
SPGP Invesco S&P 500 GARP ETF 6.2 34 28 8.5 +1.5
MTUM iShares MSCI USA Momentum Factor ETF 6.2 15 47 3.7 -3.3
VALQ American Century U.S. Quality Value ETF 6.2 29 33 7.4 +0.4
VT Vanguard Total World Stock ETF 6.2 7 55 5.8 -1.2
JGRO JPMorgan Active Growth ETF 6.1 44 18 3.4 -3.6
USVM VictoryShares US Small Mid Cap Value Momentum ETF 6.1 25 37 8.8 +1.8
GVLU Gotham 1000 Value ETF 6.1 50 12 7.4 +0.4
VOT Vanguard Mid-Cap Growth ETF 6.1 7 55 4.2 -2.9
IVW iShares S&P 500 Growth ETF 6.1 18 44 4.5 -2.6
SPYG SPDR Portfolio S&P 500 Growth ETF 6.1 4 58 4.6 -2.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 6.1 9 53 5.7 -1.3
EQAL Invesco Russell 1000 Equal Weight ETF 6.1 20 42 6.0 -1.1
VFVA Vanguard U.S. Value Factor ETF 6.1 13 49 10.6 +3.5
AFMC First Trust Active Factor Mid Cap ETF 6.1 65 -3 7.5 +0.4
KONG Formidable Fortress ETF 6.0 89 -27 6.2 -0.9
NTZG Nuveen Global Net Zero Transition ETF 6.0 56 6 4.9 -2.1
VBK Vanguard Small-Cap Growth ETF 6.0 7 55 1.5 -5.6
DGT SPDR Global Dow ETF 6.0 50 12 6.7 -0.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 5.9 60 2 4.1 -3.0
ONEO SPDR Russell 1000 Momentum Focus ETF 5.9 20 42 7.1 +0.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 5.8 38 24 8.3 +1.3
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 5.8 35 27 8.3 +1.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 5.8 70 -8 1.8 -5.2
VOOV Vanguard S&P 500 Value ETF 5.8 10 52 5.5 -1.5
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 5.8 56 6 6.3 -0.8
XT iShares Exponential Technologies ETF 5.8 46 16 3.9 -3.2
ARKG ARK Genomic Revolution ETF 5.7 75 -13 -9.2 -16.2
VUSE Vident U.S. Equity Strategy ETF 5.7 50 12 3.6 -3.5
SFYX SoFi Next 500 ETF 5.7 0 62 5.6 -1.5
MDLV Morgan Dempsey Large Cap Value ETF 5.7 58 4 8.6 +1.6
TMFC Motley Fool 100 Index ETF 5.7 50 12 4.0 -3.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 5.6 75 -13 6.7 -0.4
EQUL IQ Engender Equality ETF 5.6 45 17 6.8 -0.2
MOTG VanEck Morningstar Global Wide Moat ETF 5.6 52 10 5.8 -1.3
RFFC ALPS Active Equity Opportunity ETF 5.5 48 14 4.5 -2.5
SAMT Strategas Macro Thematic Opportunities ETF 5.5 65 -3 4.7 -2.3
OALC OneAscent Large Cap Core ETF 5.5 86 -24 5.9 -1.2
FBCG Fidelity Blue Chip Growth ETF 5.5 59 3 2.6 -4.5
VUG Vanguard Growth ETF 5.5 4 58 4.3 -2.8
SPDV AAM S&P 500 High Dividend Value ETF 5.5 29 33 10.5 +3.4
VFMF Vanguard U.S. Multifactor ETF 5.5 18 44 8.7 +1.6
EGUS iShares ESG Aware MSCI USA Growth ETF 5.5 18 44 4.3 -2.7
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 5.4 75 -13 3.8 -3.3
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 5.4 65 -3 3.8 -3.3
SCHM Schwab U.S. Mid-Cap ETF 5.4 4 58 6.3 -0.7
DIP BTD Capital Fund 5.3 129 -67 5.0 -2.1
PSCH Invesco S&P SmallCap Health Care ETF 5.3 29 33 5.9 -1.2
DVND Touchstone Dividend Select ETF 5.3 67 -5 6.4 -0.7
GLRY Inspire Faithward Mid Cap Momentum ETF 5.3 80 -18 8.0 +1.0
FDIV MarketDesk Focused U.S. Dividend ETF 5.3 35 27 8.8 +1.7
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 5.3 30 32 8.0 +0.9
GRPM Invesco S&P MidCap 400 GARP ETF 5.3 35 27 9.9 +2.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 5.3 15 47 5.4 -1.7
POWA Invesco Bloomberg Pricing Power ETF 5.3 40 22 5.1 -2.0
IJK iShares S&P Mid-Cap 400 Growth ETF 5.2 17 45 5.8 -1.3
MDYG SPDR S&P 400 Mid Cap Growth ETF 5.2 15 47 5.8 -1.2
ETHO Etho Climate Leadership U.S. ETF 5.2 47 15 4.1 -3.0
TMFX Motley Fool Next Index ETF 5.2 50 12 3.4 -3.7
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 5.2 12 50 5.5 -1.5
NOBL ProShares S&P 500 Dividend Aristocrats ETF 5.2 35 27 6.0 -1.0
XJH iShares ESG Screened S&P Mid-Cap ETF 5.2 12 50 6.8 -0.2
BFOR ALPS Barron's 400 ETF 5.1 65 -3 6.6 -0.5
PDP Invesco Dorsey Wright Momentum ETF 5.1 62 0 3.7 -3.4
YLDE ClearBridge Dividend Strategy ESG ETF 5.1 60 2 5.4 -1.6
CNCR Range Cancer Therapeutics ETF 5.1 79 -17 -32.7 -39.7
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 5.0 15 47 7.0 -0.0
FAB First Trust Multi Cap Value AlphaDEX Fund 5.0 67 -5 9.2 +2.2
MGK Vanguard Mega Cap Growth ETF 5.0 7 55 4.4 -2.7
GGRW Gabelli Growth Innovators ETF 5.0 90 -28 2.3 -4.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 5.0 15 47 7.4 +0.4
DVLU First Trust Dorsey Wright Momentum & Value ETF 5.0 60 2 10.2 +3.1
SQEW LeaderShares Equity Skew ETF 5.0 81 -19 6.1 -1.0
NANC Unusual Whales Subversive Democratic Trading ETF 4.9 75 -13 3.8 -3.3
CAML Congress Large Cap Growth ETF 4.9 66 -4 3.5 -3.6
BGIG Bahl & Gaynor Income Growth ETF 4.9 45 17 5.3 -1.8
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 4.9 15 47 7.3 +0.3
QMOM Alpha Architect U.S. Quantitative Momentum ETF 4.8 39 23 4.9 -2.2
MDY SPDR S&P Midcap 400 ETF Trust 4.8 23 39 6.8 -0.3
SDG iShares MSCI Global Sustainable Development Goals ETF 4.8 49 13 5.8 -1.3
BKWO BNY Mellon Women's Opportunities ETF 4.8 50 12 3.8 -3.3
FSMO Fidelity Small-Mid Cap Opportunities ETF 4.8 60 2 6.7 -0.4
QQQ Invesco QQQ Trust Series I 4.8 20 42 4.6 -2.4
QQQM Invesco NASDAQ 100 ETF 4.8 15 47 4.7 -2.4
EDOC Global X Telemedicine & Digital Health ETF Registered 4.8 68 -6 -5.5 -12.5
SPYD SPDR Portfolio S&P 500 High Dividend ETF 4.8 7 55 9.4 +2.3
DHS WisdomTree U.S. High Dividend Fund 4.8 38 24 8.8 +1.7
IVOO Vanguard S&P Mid-Cap 400 ETF 4.7 10 52 6.9 -0.1
FTC First Trust Large Cap Growth AlphaDEX Fund 4.7 59 3 2.8 -4.3
SPMO Invesco S&P 500 Momentum ETF 4.7 13 49 3.7 -3.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 4.7 15 47 7.1 +0.0
IJH iShares Core S&P Mid-Cap ETF 4.7 5 57 6.9 -0.1
QDF FlexShares Quality Dividend Index Fund 4.7 37 25 5.0 -2.0
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 4.7 3 59 7.0 -0.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4.7 7 55 5.7 -1.3
RUFF Alpha Dog ETF 4.7 94 -32 4.8 -2.3
NULG Nuveen ESG Large-Cap Growth ETF 4.7 26 36 4.4 -2.7
SDY SPDR S&P Dividend ETF 4.7 35 27 6.3 -0.8
QQMG Invesco ESG NASDAQ 100 ETF 4.6 20 42 4.7 -2.3
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 4.6 60 2 4.4 -2.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 4.6 29 33 9.1 +2.1
FNX First Trust Mid Cap Core AlphaDEX Fund 4.6 60 2 6.0 -1.0
DEW WisdomTree Global High Dividend Fund 4.5 58 4 9.1 +2.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 4.5 95 -33 1.7 -5.4
SPVU Invesco S&P 500 Enhanced Value ETF 4.4 13 49 9.1 +2.1
FSMD Fidelity Small-Mid Multifactor ETF 4.4 15 47 7.6 +0.6
ISCG iShares Morningstar Small-Cap Growth ETF 4.4 6 56 2.5 -4.6
IWS iShares Russell Mid-Cap Value ETF 4.3 23 39 6.6 -0.4
PEY Invesco High Yield Equity Dividend Achievers ETF 4.3 52 10 9.4 +2.3
AVLV Avantis U.S. Large Cap Value ETF 4.2 15 47 7.5 +0.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 4.2 64 -2 2.1 -5.0
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 4.2 20 42 4.5 -2.5
DIVL Madison Dividend Value ETF 4.2 65 -3 6.1 -1.0
SRHQ SRH U.S. Quality ETF 4.2 35 27 8.0 +1.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 4.2 24 38 7.8 +0.8
DSMC Distillate Small/Mid Cash Flow ETF 4.2 55 7 11.8 +4.7
IBRN iShares Neuroscience and Healthcare ETF 4.2 47 15 -5.0 -12.0
VFMO Vanguard U.S. Momentum Factor ETF 4.2 13 49 2.8 -4.3
GCOW Pacer Global Cash Cows Dividend ETF 4.2 60 2 13.6 +6.6
XMHQ Invesco S&P MidCap Quality ETF 4.1 25 37 7.0 -0.1
PZLG Puzzle Mature Growth 4.1 0 62 4.2 -2.9
DIVZ TrueShares Low Volatility Equity Income ETF 4.1 65 -3 8.6 +1.5
FDVV Fidelity High Dividend ETF 4.1 15 47 8.9 +1.9
IJJ iShares S&P Mid-Cap 400 Value ETF 4.0 18 44 8.2 +1.2
MDYV SPDR S&P 400 Mid Cap Value ETF 4.0 15 47 8.2 +1.2
KOMP SPDR S&P Kensho New Economies Composite ETF 4.0 20 42 2.1 -5.0
QGRW WisdomTree U.S. Quality Growth Fund 4.0 28 34 4.7 -2.4
BLES Inspire Global Hope ETF 4.0 61 1 6.3 -0.7
BMVP Invesco Bloomberg MVP Multi-factor ETF 4.0 29 33 8.1 +1.1
CVAR Cultivar ETF 3.9 87 -25 6.9 -0.1
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 3.9 60 2 5.7 -1.4
VB Vanguard Small-Cap ETF 3.9 5 57 5.4 -1.7
DEMZ Democratic Large Cap Core ETF 3.9 45 17 4.2 -2.8
EZM WisdomTree U.S. MidCap Fund 3.9 38 24 8.1 +1.1
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 3.8 79 -17 6.2 -0.8
NUMV Nuveen ESG Mid-Cap Value ETF 3.8 31 31 7.4 +0.3
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 3.8 80 -18 6.5 -0.5
TMFG Motley Fool Global Opportunities ETF 3.8 85 -23 3.3 -3.8
IQM Franklin Intelligent Machines ETF 3.8 50 12 3.1 -4.0
QQQN VictoryShares Nasdaq Next 50 ETF 3.8 18 44 4.5 -2.5
VEGN US Vegan Climate ETF 3.8 60 2 4.7 -2.4
ONEQ Fidelity Nasdaq Composite Index ETF 3.7 21 41 3.9 -3.2
SMMD iShares Russell 2500 ETF 3.7 15 47 6.0 -1.1
DJD Invesco Dow Jones Industrial Average Dividend ETF 3.7 7 55 8.5 +1.5
DIA SPDR Dow Jones Industrial Average ETF Trust 3.7 16 46 5.8 -1.2
EDOW First Trust Dow 30 Equal Weight ETF 3.7 50 12 6.0 -1.1
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 3.7 27 35 8.4 +1.3
MBCC Monarch Blue Chips Core ETF 3.7 125 -63 3.4 -3.7
FTGS First Trust Growth Strength ETF 3.7 60 2 6.5 -0.6
SCHD Schwab US Dividend Equity ETF 3.6 6 56 9.6 +2.6
DBLV AdvisorShares DoubleLine Value Equity ETF 3.6 90 -28 7.5 +0.4
VSDA VictoryShares Dividend Accelerator ETF 3.6 35 27 6.1 -1.0
SHRY First Trust Bloomberg Shareholder Yield ETF 3.6 60 2 6.9 -0.1
HDV iShares Core High Dividend ETF 3.6 8 54 8.1 +1.0
DTEC ALPS Disruptive Technologies ETF 3.5 50 12 3.3 -3.8
AESR Anfield U.S. Equity Sector Rotation ETF 3.5 108 -46 4.4 -2.7
FFTY Innovator IBD 50 ETF 3.5 80 -18 0.1 -7.0
INNO Harbor Disruptive Innovation ETF 3.5 75 -13 -3.5 -10.6
FNK First Trust Mid Cap Value AlphaDEX Fund 3.5 70 -8 9.2 +2.1
HAPY Harbor Human Capital Factor Unconstrained ETF 3.5 50 12 4.8 -2.3
TMFM Motley Fool Mid-Cap Growth ETF 3.5 85 -23 3.3 -3.7
TMFS Motley Fool Small-Cap Growth ETF 3.5 85 -23 3.6 -3.5
SMLF iShares U.S. SmallCap Equity Factor ETF 3.4 15 47 5.8 -1.3
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.4 60 2 6.4 -0.6
SPHB Invesco S&P 500 High Beta ETF 3.4 25 37 5.0 -2.1
FPX First Trust US Equity Opportunities ETF 3.4 61 1 0.6 -6.4
VNMC Natixis Vaughan Nelson Mid Cap ETF 3.4 85 -23 4.4 -2.6
USVT US Value ETF 3.4 49 13 11.3 +4.2
ISCB iShares Morningstar Small-Cap ETF 3.2 4 58 5.3 -1.7
TMDV ProShares Russell US Dividend Growers ETF 3.2 35 27 6.5 -0.6
ESGS Columbia U.S. ESG Equity Income ETF 3.2 35 27 6.3 -0.8
WBIY WBI Power Factor High Dividend ETF 3.2 100 -38 11.0 +3.9
OSCV Opus Small Cap Value ETF 3.2 79 -17 6.4 -0.6
JSTC Adasina Social Justice All Cap Global ETF 3.2 89 -27 4.8 -2.3
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 3.2 40 22 6.0 -1.0
ROBO ROBO Global Robotics & Automation Index ETF 3.2 95 -33 2.8 -4.2
XMLV Invesco S&P MidCap Low Volatility ETF 3.1 25 37 6.8 -0.2
PEXL Pacer US Export Leaders ETF 3.1 60 2 5.1 -1.9
PY Principal Value ETF 3.1 15 47 7.5 +0.5
VXF Vanguard Extended Market ETF 3.0 6 56 3.9 -3.1
ACSI American Customer Satisfaction ETF 3.0 65 -3 4.9 -2.1
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.0 39 23 10.6 +3.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.9 15 47 7.6 +0.6
PWB Invesco Large Cap Growth ETF 2.9 56 6 3.1 -4.0
FFND Future Fund Active ETF 2.9 100 -38 0.3 -6.8
CSD Invesco S&P Spin-Off ETF 2.9 65 -3 7.9 +0.9
CSMD Congress SMid Growth ETF 2.9 69 -7 4.2 -2.9
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.8 35 27 5.7 -1.4
XMMO Invesco S&P MidCap Momentum ETF 2.8 34 28 5.1 -2.0
FDG American Century Focused Dynamic Growth ETF 2.8 45 17 2.7 -4.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.8 17 45 5.4 -1.6
GVIP Goldman Sachs Hedge Industry VIP ETF 2.8 45 17 4.6 -2.4
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 2.7 106 -44 2.9 -4.1
BUZZ VanEck Social Sentiment ETF 2.7 75 -13 -0.7 -7.7
JHSC John Hancock Multifactor Small Cap ETF 2.7 42 20 6.2 -0.8
NUMG Nuveen ESG Mid-Cap Growth ETF 2.6 31 31 3.7 -3.3
RFV Invesco S&P Midcap 400 Pure Value ETF 2.6 35 27 8.8 +1.8
DVY iShares Select Dividend ETF 2.6 38 24 9.1 +2.0
ONEY SPDR Russell 1000 Yield Focus ETF 2.6 20 42 10.0 +2.9
YALL God Bless America ETF 2.4 65 -3 3.6 -3.5
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 2.4 30 32 12.3 +5.3
DIVY Sound Equity Dividend Income ETF 2.4 45 17 10.5 +3.4
CWS AdvisorShares Focused Equity ETF 2.4 84 -22 4.8 -2.3
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.4 40 22 6.6 -0.4
MAGA Point Bridge America First ETF 2.4 72 -10 6.3 -0.7
DIVS SmartETFs Dividend Builder ETF 2.4 65 -3 4.7 -2.4
RWK Invesco S&P MidCap 400 Revenue ETF 2.4 39 23 8.7 +1.6
ABEQ Absolute Select Value ETF 2.4 85 -23 4.7 -2.4
AGQI First Trust Active Global Quality Income ETF 2.4 85 -23 5.8 -1.2
TOLL Tema Monopolies and Oligopolies ETF 2.3 75 -13 2.6 -4.5
VBR Vanguard Small Cap Value ETF 2.3 7 55 8.2 +1.1
QQQS Invesco NASDAQ Future Gen 200 ETF 2.3 20 42 -7.8 -14.9
MOON Direxion Moonshot Innovators ETF 2.2 65 -3 0.0 -7.1
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 2.2 60 2 6.7 -0.4
RNSC Furst Trust Small Cap US Equity Select ETF 2.1 60 2 8.4 +1.4
ISMD Inspire Small/Mid Cap ETF 2.1 54 8 6.1 -1.0
ISCV iShares Morningstar Small Cap Value ETF 2.1 6 56 8.1 +1.1
DON WisdomTree U.S. MidCap Dividend Fund 2.0 38 24 8.6 +1.5
CZA Invesco Zacks Mid-Cap ETF 2.0 72 -10 6.3 -0.7
GDVD R3 Global Dividend Growth ETF 2.0 88 -26 5.8 -1.2
LCLG Logan Capital Broad Innovative Growth ETF 2.0 99 -37 4.9 -2.2
WCEO Hypatia Women CEO ETF 2.0 85 -23 5.2 -1.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.9 65 -3 1.6 -5.4
SCHA Schwab U.S. Small-Cap ETF 1.9 4 58 4.9 -2.2
FNDA Schwab Fundamental US Small Co. Index ETF 1.9 25 37 6.8 -0.2
BKSE BNY Mellon US Small Cap Core Equity ETF 1.9 4 58 5.7 -1.3
SYLD Cambria Shareholder Yield ETF 1.9 59 3 11.5 +4.5
TINY ProShares Nanotechnology ETF 1.9 58 4 1.9 -5.2
SLYV SPDR S&P 600 Small Cap Value ETF 1.9 15 47 9.4 +2.3
IJS iShares S&P Small-Cap 600 Value ETF 1.9 18 44 9.3 +2.3
RDVY First Trust Rising Dividend Achievers ETF 1.8 50 12 9.6 +2.5
STXK Strive Small-Cap ETF 1.8 18 44 5.5 -1.5
BTHM BlackRock Future U.S. Themes ETF 1.7 60 2 4.3 -2.8
MDCP VictoryShares THB Mid Cap ESG ETF 1.7 55 7 5.3 -1.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.6 39 23 4.5 -2.5
IBOT Vaneck Robotics ETF 1.6 47 15 3.7 -3.3
BOTZ Global X Robotics & Artificial Intelligence ETF 1.6 69 -7 2.3 -4.7
IGPT Invesco AI and Next Gen Software ETF 1.6 60 2 3.8 -3.3
ARKQ ARK Autonomous Technology & Robotics ETF 1.6 75 -13 1.6 -5.4
LOUP Innovator Deepwater Frontier Tech ETF 1.6 70 -8 2.3 -4.8
YOLO AdvisorShares Pure Cannabis ETF 1.6 103 -41 -27.6 -34.7
TOKE Cambria Cannabis ETF 1.6 42 20 -6.2 -13.2
SSLY Syntax Stratified SmallCap ETF 1.6 40 22 7.5 +0.4
PAWZ ProShares Pet Care ETF 1.6 50 12 4.0 -3.1
KLDW Knowledge Leaders Developed World ETF 1.6 75 -13 4.9 -2.1
DES WisdomTree U.S. SmallCap Dividend Fund 1.6 38 24 8.1 +1.1
SFYF SoFi Social 50 ETF 1.5 29 33 -2.6 -9.7
EIRL iShares MSCI Ireland ETF 1.5 50 12 5.8 -1.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.5 47 15 5.9 -1.1
KOCG FIS Knights of Columbus Global Belief ETF 1.5 75 -13 5.3 -1.8
FPXE First Trust IPOX Europe Equity Opportunities ETF 1.5 70 -8 4.6 -2.5
FITE SPDR S&P Kensho Future Security ETF 1.5 45 17 3.0 -4.0
RTH VanEck Retail ETF 1.5 35 27 6.0 -1.0
DFAS Dimensional U.S. Small Cap ETF 1.4 26 36 6.0 -1.1
ICAP InfraCap Equity Income Fund ETF 1.4 171 -109 6.8 -0.2
NUSC Nuveen ESG Small-Cap ETF 1.4 31 31 5.2 -1.9
ECML Euclidean Fundamental Value ETF 1.4 95 -33 8.7 +1.6
FPAG FPA Global Equity ETF 1.3 49 13 5.7 -1.4
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.3 15 47 8.7 +1.6
AFSM First Trust Active Factor Small Cap ETF 1.3 75 -13 7.6 +0.6
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.3 54 8 6.2 -0.8
TPHD Timothy Plan High Dividend Stock ETF 1.3 52 10 6.2 -0.8
COWS Amplify Cash Flow Dividend Leaders ETF 1.3 0 62 10.6 +3.6
TXS Texas Capital Texas Equity Index ETF 1.2 49 13 5.6 -1.5
FYT First Trust Small Cap Value AlphaDEX Fund 1.2 73 -11 11.7 +4.7
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.2 45 17 1.4 -5.7
FDL First Trust Morningstar Dividend Leaders Index Fund 1.2 45 17 9.7 +2.7
DIV Global X SuperDividend US ETF 1.2 45 17 7.8 +0.8
FPXI First Trust International Equity Opportunities ETF 1.2 70 -8 3.6 -3.4
TINT ProShares Smart Materials ETF 1.2 58 4 5.6 -1.4
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.2 60 2 7.7 +0.6
BLLD JPMorgan Sustainable Infrastructure ETF 1.2 49 13 6.2 -0.9
RPG Invesco S&P 500 Pure Growth ETF 1.2 35 27 3.4 -3.6
VNSE Natixis Vaughan Nelson Select ETF 1.2 80 -18 3.2 -3.9
SNSR Global X Internet of Things ETF 1.2 68 -6 4.3 -2.8
XITK SPDR FactSet Innovative Technology ETF 1.2 45 17 2.7 -4.4
XJR iShares ESG Screened S&P Small-Cap ETF 1.1 12 50 7.7 +0.7
FDN First Trust Dow Jones Internet Index Fund 1.1 52 10 1.5 -5.6
DFSV Dimensional US Small Cap Value ETF 1.1 31 31 8.9 +1.8
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 1.1 47 15 0.7 -6.4
XDAT Franklin Exponential Data ETF 1.1 50 12 2.9 -4.2
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.1 85 -23 4.9 -2.2
VAMO Cambria Value & Momentum ETF 1.1 61 1 9.6 +2.6
DFAT Dimensional U.S. Targeted Value ETF 1.1 28 34 8.2 +1.2
AOTG AOT Growth and Innovation ETF 1.0 75 -13 3.0 -4.0
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.0 3 59 8.2 +1.2
IJR iShares Core S&P Small Cap ETF 1.0 6 56 8.2 +1.1
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.9 35 27 9.0 +2.0
FYX First Trust Small Cap Core AlphaDEX Fund 0.9 61 1 7.2 +0.1
VIOO Vanguard S&P Small-Cap 600 ETF 0.9 10 52 7.8 +0.7
BUL Pacer US Cash Cows Growth ETF 0.9 60 2 7.5 +0.5
WDIV SPDR S&P Global Dividend ETF 0.8 40 22 10.2 +3.2
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.8 39 23 9.4 +2.4
MVPS Amplify Thematic All-Stars ETF 0.8 49 13 1.7 -5.4
EVX VanEck Environmental Services ETF 0.8 55 7 2.9 -4.1
XMVM Invesco S&P MidCap Value with Momentum ETF 0.8 39 23 10.8 +3.7
WCLD WisdomTree Cloud Computing Fund 0.8 45 17 1.5 -5.5
OGIG ALPS O'Shares Global Internet Giants ETF 0.8 48 14 0.5 -6.6
IPO Renaissance IPO ETF 0.8 60 2 -3.2 -10.3
FIW First Trust Water ETF 0.8 53 9 4.5 -2.6
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.7 35 27 6.4 -0.6
SQLV Royce Quant Small-Cap Quality Value ETF 0.7 60 2 9.0 +2.0
JFWD Jacob Forward ETF 0.7 75 -13 0.0 -7.1
XSLV Invesco S&P SmallCap Low Volatility ETF 0.7 25 37 6.9 -0.2
GK AdvisorShares Gerber Kawasaki ETF 0.7 75 -13 3.2 -3.8
AIQ Global X Artificial Intelligence & Technology ETF 0.7 68 -6 4.2 -2.9
CVY Invesco Zacks Multi-Asset Income ETF 0.7 106 -44 8.9 +1.8
DBGR Xtrackers MSCI Germany Hedged Equity ETF 0.6 45 17 6.4 -0.7
ROSC Hartford Multifactor Small Cap ETF 0.6 34 28 10.1 +3.1
FYC First Trust Small Cap Growth AlphaDEX Fund 0.6 71 -9 0.9 -6.2
EES WisdomTree U.S. SmallCap Fund 0.6 38 24 10.3 +3.3
ARKK ARK Innovation ETF 0.6 75 -13 -4.9 -12.0
MGMT Ballast Small/Mid Cap ETF 0.6 110 -48 7.8 +0.8
SKYY First Trust Cloud Computing ETF 0.6 60 2 3.5 -3.6
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.6 59 3 8.5 +1.4
WWJD Inspire International ETF 0.6 80 -18 7.1 +0.1
MJ ETFMG Alternative Harvest ETFMG Alternative Harvest 0.5 75 -13 -35.0 -42.0
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.4 12 50 7.3 +0.3
BNE Blue Horizon BNE ETF 0.4 87 -25 5.0 -2.1
JSML Janus Henderson Small Cap Growth Alpha ETF 0.4 30 32 9.3 +2.2
AHOY Newday Ocean Health ETF 0.4 75 -13 5.6 -1.4
PRNT 3D Printing ETF 0.4 66 -4 -4.1 -11.1
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.4 15 47 6.9 -0.1
NVIR Horizon Kinetics Energy and Remediation ETF 0.4 85 -23 1.9 -5.1
ARKW ARK Next Generation Internet ETF 0.4 87 -25 -2.9 -10.0
ARVR First Trust Indxx Metaverse ETF 0.4 70 -8 2.5 -4.6
IWFH iShares Virtual Work and Life Multisector ETF 0.4 47 15 -3.5 -10.5
ARKF ARK Fintech Innovation ETF 0.4 75 -13 -2.2 -9.3
IETC iShares U.S. Tech Independence Focused ETF 0.4 18 44 4.4 -2.6
TPSC Timothy Plan US Small Cap Core ETF 0.4 52 10 7.6 +0.6
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 23 7.6 +0.6
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.3 35 27 7.6 +0.6
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.3 42 20 7.5 +0.5
AVUV Avantis U.S. Small Cap Value ETF 0.3 25 37 10.0 +3.0
AVSC Avantis U.S Small Cap Equity ETF 0.3 25 37 5.4 -1.6
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.2 15 47 8.2 +1.2
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.2 29 33 8.8 +1.7
CNBS Amplify Seymour Cannabis ETF 0.2 75 -13 -28.0 -35.1
SLYG SPDR S&P 600 Small Cap Growth ETF 0.2 15 47 7.1 0.0
IJT iShares S&P Small-Cap 600 Growth ETF 0.2 18 44 7.0 -0.0
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.2 45 17 6.2 -0.8
GSID Goldman Sachs MarketBeta International Equity ETF 0.2 20 42 6.7 -0.4
BKIE BNY Mellon International Equity ETF 0.1 4 58 6.9 -0.2
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.1 25 37 7.4 +0.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.1 9 53 4.0 -3.1
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 0.1 35 27 5.4 -1.6
TEQI T. Rowe Price Equity Income ETF 0.1 54 8 4.1 -3.0
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 3 59 6.9 -0.1
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.1 46 16 6.3 -0.7
PNQI Invesco NASDAQ Internet ETF 0.1 60 2 2.6 -4.5
TDVG T. Rowe Price Dividend Growth ETF 0.1 50 12 4.9 -2.2
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 37 7.4 +0.4
TGRW T. Rowe Price Growth Stock ETF 0.1 52 10 4.2 -2.9
TCHP T. Rowe Price Blue Chip Growth ETF 0.1 57 5 3.6 -3.5
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.1 36 26 6.4 -0.7
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 38 6.2 -0.8
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.0 41 21 6.7 -0.4
AVDE Avantis International Equity ETF 0.0 23 39 7.9 +0.8
DFIC Dimensional International Core Equity 2 ETF 0.0 23 39 7.4 +0.4
IEDI iShares U.S. Consumer Focused ETF 0.0 18 44 5.0 -2.1
DFAI Dimensional International Core Equity Market ETF 0.0 18 44 6.9 -0.2
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.0 24 38 8.6 +1.5
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 32 7.8 +0.7

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%.

Content on this tab for subscribers only**

RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

Content on this tab for subscribers only

VALUATION METRICS
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 First Trust Health Care AlphaDEX Fund
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 16.6 %
Divided by: Fwd. P/BV 2.2 x
Less: Expense ratio 62 bp
Equals: ALTAR Score 7.1 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.52 CATEGORY
AVERAGE		 1.55
 
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.