First Trust Health Care AlphaDEX Fund
ALTAR
Score™		 6.8% info Recommen-
dation		 OVERWEIGHT
2024E    2025E
P/E
ratio		 18.3x P/Sales
ratio		 1.5x
P/BV
ratio		 2.6x Div.
yield		 0.9%


  • 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) $1,306
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 78
Wgt avg mkt cap (mns) $77,906
Large cap (>$10bn) 75.3%
Mid cap ($2-10bn) 22.9%
Small cap (<$2bn) 1.8%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
UNIVERSAL HEALTH SERVICES-B 2.6 %
TENET HEALTHCARE CORP 2.5 %
DAVITA INC 2.4 %
NATERA INC 2.4 %
CENTENE CORP 2.3 %
ROIVANT SCIENCES LTD. 2.3 %
VIATRIS, INC. 2.3 %
ALNYLAM PHARMACEUTICALS INC 2.2 %
PREMIER INC-CLASS A 2.2 %
UNITED THERAPEUTICS CORP 2.2 %
Total 23.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 90.6 %
IRELAND 5.6 %
BRITAIN 2.3 %
NETHERLANDS 1.3 %







HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
10.0% 10.1% 8.7% 7.4% 10.8%

Market Correlations
versus... Beta R-squared
S&P500 0.77 65%
MSCI EAFE 0.82 70%
MSCI Emg. Mkts. 0.54 29%

Technical Indicators
Recent close $112.68
30d moving avg. $112.03
Annualized volatility 17.1%
Short interest (ETF) 0.0%
Short interest (Underlying) 2.6%
Relative strength (RSI) 51

Liquidity measures
Avg. volume (thou.) 19
Turnover 0.2%
Bid/Ask (% of price) 0.18%
ADV underlying (mns) $16,379

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 706 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™: 6.8%


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 55.2 40 22 7.2 +0.5
IYH iShares U.S. Healthcare ETF 39.5 40 22 5.9 -0.9
VHT Vanguard Health Care ETF 37.7 10 52 5.2 -1.6
FHLC Fidelity MSCI Health Care Index ETF 37.6 8 54 5.4 -1.4
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 37.2 60 2 7.0 +0.2
XLV Health Care Select Sector SPDR Fund 36.3 9 53 6.7 -0.1
IXJ iShares Global Healthcare ETF 31.3 42 20 5.8 -1.0
XHS SPDR S&P Health Care Services ETF 29.7 35 27 5.9 -0.8
FTXH First Trust Nasdaq Pharmaceuticals ETF 29.4 60 2 8.1 +1.4
BMED Future Health ETF 26.3 85 -23 -0.3 -7.0
HTEC ROBO Global Healthcare Technology and Innovation ETF 25.0 68 -6 -0.1 -6.9
PINK Simplify Health Care ETF 24.8 50 12 2.9 -3.9
HELX Franklin Genomic Advancements ETF 24.8 50 12 0.3 -6.5
IHF iShares U.S. Healthcare Providers ETF 24.8 40 22 5.9 -0.9
HKND Humankind US Stock ETF 24.3 11 51 7.0 +0.2
FMED Fidelity Disruptive Medicine ETF 23.5 50 12 -0.4 -7.1
FBT First Trust NYSE Arca Biotechnology Index Fund 22.0 56 6 2.7 -4.1
XBI SPDR S&P BIOTECH ETF 21.9 35 27 -3.3 -10.1
WDNA WisdomTree BioRevolution Fund 21.2 45 17 -3.5 -10.3
IBB iShares Biotechnology ETF 20.7 45 17 0.4 -6.3
IBBQ Invesco Nasdaq Biotechnology ETF 19.9 19 43 0.8 -6.0
MDEV First Trust Indxx Medical Devices ETF 19.8 70 -8 4.1 -2.7
AGNG Global X Aging Population ETF 19.3 50 12 3.8 -2.9
PTH Invesco Dorsey Wright Healthcare Momentum ETF 19.3 60 2 -2.4 -9.1
BBH VanEck Biotech ETF 19.2 35 27 4.2 -2.6
BBP Virtus LifeSci Biotech Products ETF 19.2 79 -17 0.0 -6.8
PJP Invesco Pharmaceuticals ETF 18.8 57 5 7.6 +0.8
XHE SPDR S&P Health Care Equipment ETF 18.2 35 27 1.5 -5.3
GDOC Goldman Sachs Future Health Care Equity ETF 18.1 75 -13 3.2 -3.5
BHCHX Baron Health Care Strategy 17.0 75 -13 -0.8 -7.5
PBE Invesco Biotechnology & Genome ETF 16.9 58 4 -0.5 -7.3
IHI iShares U.S. Medical Devices ETF 16.1 40 22 3.8 -3.0
HART IQ Healthy Hearts ETF 15.6 45 17 4.6 -2.2
HLGE Hartford Longevity Economy ETF 14.8 44 18 6.0 -0.7
ZECP Zacks Earnings Consistent Portfolio ETF 14.7 55 7 4.6 -2.1
VFLO VictoryShares Free Cash Flow ETF 14.5 39 23 9.4 +2.7
SMRI Bushido Capital US Equity ETF 14.4 71 -9 9.0 +2.3
FCPI Fidelity Stocks for Inflation ETF 14.0 15 47 8.5 +1.7
SPXT ProShares S&P 500 Ex-Technology ETF 13.9 9 53 5.4 -1.4
XPH SPDR S&P Pharmaceuticals ETF 13.7 35 27 5.1 -1.6
QLTY GMO U.S. Quality ETF 13.6 50 12 4.3 -2.5
MEDX Horizon Kinetics Medical ETF 13.5 85 -23 -0.4 -7.1
MEDI Harbor Health Care ETF 13.4 80 -18 1.1 -5.6
IHE iShares U.S. Pharmaceuticals ETF 13.4 40 22 8.0 +1.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 13.3 10 52 5.3 -1.4
VOOV Vanguard S&P 500 Value ETF 13.3 10 52 6.4 -0.4
IVE iShares S&P 500 Value ETF 13.3 18 44 6.3 -0.5
SPYV SPDR Portfolio S&P 500 Value ETF 13.2 4 58 6.4 -0.3
STXD Strive 1000 Dividend Growth ETF 13.1 35 27 5.0 -1.8
IUSV iShares Core S&P US Value ETF 13.1 4 58 6.5 -0.3
KRMA Global X Conscious Companies ETF 12.8 43 19 5.8 -1.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 12.7 18 44 5.6 -1.2
SNPV Xtrackers S&P 500 Value ESG ETF 12.7 15 47 6.5 -0.3
DSTL Distillate US Fundamental Stability & Value ETF 12.5 39 23 7.4 +0.6
EVUS iShares ESG Aware MSCI USA Value ETF 12.3 18 44 6.4 -0.3
RWL Invesco S&P 500 Revenue ETF 12.3 39 23 6.5 -0.2
FLQL Franklin LibertyQ U.S. Equity ETF 12.2 15 47 5.9 -0.9
CGGR Capital Group Growth ETF 12.2 39 23 3.4 -3.4
VTV Vanguard Value ETF 12.1 4 58 6.6 -0.2
USMV iShares MSCI USA Min Vol Factor ETF 12.0 15 47 5.6 -1.2
SPMV Invesco S&P 500 Minimum Variance ETF 12.0 10 52 5.3 -1.5
QUS SPDR MSCI USA StrategicFactors ETF 12.0 15 47 5.7 -1.0
MGV Vanguard Mega Cap Value ETF 11.8 7 55 6.4 -0.4
OUSA ALPS O'Shares U.S. Quality Dividend ETF 11.8 48 14 5.8 -1.0
SPXN ProShares S&P 500 Ex-Financials ETF 11.8 9 53 5.2 -1.6
ILCV iShares Morningstar Value ETF 11.7 4 58 6.3 -0.5
VONV Vanguard Russell 1000 Value ETF 11.6 8 54 6.4 -0.3
IWD iShares Russell 1000 Value ETF 11.6 19 43 6.3 -0.5
QQQJ Invesco NASDAQ Next Gen 100 ETF 11.6 15 47 4.7 -2.1
DFLV Dimensional US Large Cap Value ETF 11.6 22 40 7.8 +1.0
RAFE PIMCO RAFI ESG U.S. ETF 11.6 29 33 7.2 +0.4
GVUS Marketbeta Russell 1000 Value Equity ETF 11.6 12 50 6.4 -0.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 11.6 49 13 4.9 -1.9
FELV Fidelity Enhanced Large Cap Value ETF 11.5 18 44 6.5 -0.2
LRND IQ U.S. Large Cap R&D Leaders ETF 11.5 14 48 6.1 -0.7
CHGX AXS Change Finance ESG ETF 11.4 49 13 5.3 -1.5
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 11.3 65 -3 -1.1 -7.8
NZUS SPDR MSCI USA Climate Paris Aligned ETF 11.2 10 52 4.6 -2.2
IUS Invesco RAFI Strategic US ETF 11.1 19 43 6.9 +0.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 11.1 10 52 4.5 -2.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 11.1 75 -13 4.3 -2.5
GERM ETFMG Treatments Testing and Advancements ETF 10.9 68 -6 -4.8 -11.6
IWX iShares Russell Top 200 Value ETF 10.9 20 42 6.1 -0.6
MGC Vanguard Mega Cap ETF 10.8 7 55 4.9 -1.8
DGRO iShares Core Dividend Growth ETF 10.6 8 54 6.3 -0.5
ESGV Vanguard ESG U.S. Stock ETF 10.6 9 53 4.9 -1.9
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 10.6 20 42 4.9 -1.9
IWL iShares Russell Top 200 ETF 10.6 15 47 4.8 -1.9
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 10.6 20 42 5.6 -1.2
SPXE ProShares S&P 500 Ex-Energy ETF 10.6 9 53 5.0 -1.8
VIG Vanguard Dividend Appreciation ETF 10.5 6 56 5.6 -1.2
FELC Fidelity Enhanced Large Cap Core ETF 10.5 18 44 5.4 -1.3
FDLO Fidelity Low Volatility Factor ETF 10.4 15 47 5.2 -1.6
ADME Aptus Drawdown Managed Equity ETF 10.4 79 -17 4.2 -2.6
XVV iShares ESG Screened S&P 500 ETF 10.4 8 54 5.0 -1.8
VOO Vanguard S&P 500 ETF 10.4 3 59 5.1 -1.6
ESGU iShares ESG Aware MSCI USA ETF 10.4 15 47 5.1 -1.6
VV Vanguard Large-Cap ETF 10.4 4 58 5.1 -1.7
IVV iShares Core S&P 500 ETF 10.4 3 59 5.1 -1.6
SPLG SPDR Portfolio S&P 500 ETF 10.4 2 60 5.1 -1.6
SPY SPDR S&P 500 ETF Trust 10.4 9 53 5.1 -1.7
IPDP Dividend Performers ETF 10.3 122 -60 5.2 -1.5
PFM Invesco Dividend Achievers ETF 10.3 53 9 5.3 -1.5
STRV Strive 500 ETF 10.3 5 57 5.1 -1.7
ILCB iShares Morningstar U.S. Equity ETF 10.3 3 59 5.1 -1.7
USCL iShares Climate Conscious & Transition MSCI USA ETF 10.3 8 54 5.1 -1.7
PBUS Invesco MSCI USA ETF 10.3 4 58 5.1 -1.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 10.3 18 44 7.2 +0.5
ROUS Hartford Multifactor US Equity ETF 10.3 19 43 6.7 -0.0
QVML Invesco S&P 500 QVM Multi-factor ETF 10.3 11 51 4.9 -1.8
GINN Goldman Sachs Innovate Equity ETF 10.2 52 10 2.9 -3.9
RSP Invesco S&P 500 Equal Weight ETF 10.2 20 42 5.9 -0.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 10.2 7 55 5.1 -1.7
SYNB Putnam BioRevolution ETF 10.2 70 -8 2.7 -4.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 10.2 7 55 5.1 -1.7
RSPE Invesco ESG S&P 500 Equal Weight ETF 10.2 20 42 5.8 -1.0
VONE Vanguard Russell 1000 ETF 10.1 8 54 5.1 -1.7
IWB iShares Russell 1000 ETF 10.1 15 47 5.0 -1.8
RPV Invesco S&P 500 Pure Value ETF 10.1 35 27 9.5 +2.8
DGRW WisdomTree US Quality Dividend Growth Fund 10.1 28 34 5.9 -0.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 10.1 2 60 5.1 -1.6
VOTE TCW Transform 500 ETF 10.1 5 57 5.1 -1.7
JEPI JPMorgan Equity Premium Income ETF 10.0 35 27 5.0 -1.7
NULV Nuveen ESG Large-Cap Value ETF 10.0 26 36 6.7 -0.1
WOMN Impact Shares YWCA Women's Empowerment ETF 10.0 75 -13 4.8 -2.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 10.0 20 42 5.0 -1.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 10.0 32 30 4.9 -1.9
BKLC BNY Mellon US Large Cap Core Equity ETF 10.0 0 62 5.1 -1.6
IYY iShares Dow Jones U.S. ETF 10.0 20 42 4.9 -1.9
DRUP GraniteShares Nasdaq Select Disruptors ETF 10.0 60 2 3.9 -2.8
SCHX Schwab U.S. Large-Cap ETF 10.0 3 59 5.1 -1.6
SNPE Xtrackers S&P 500 ESG ETF 10.0 10 52 5.2 -1.6
ONEV SPDR Russell 1000 Low Volatility Focus ETF 10.0 20 42 7.6 +0.8
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 9.9 3 59 5.3 -1.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 9.9 11 51 5.1 -1.7
DFUS Dimensional U.S. Equity ETF 9.9 9 53 5.0 -1.7
JVAL JPMorgan U.S. Value Factor ETF 9.9 12 50 8.0 +1.2
JHML John Hancock Multifactor Large Cap ETF 9.9 29 33 5.4 -1.3
FDHT Fidelity Digital Health ETF 9.9 39 23 -2.2 -9.0
APUE ActivePassive U.S. Equity ETF 9.9 45 17 4.9 -1.9
SCHK Schwab 1000 Index ETF 9.9 5 57 5.1 -1.6
DFSU Dimensional US Sustainability Core 1 ETF 9.8 18 44 5.6 -1.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 9.8 15 47 4.8 -2.0
CFA VictoryShares US 500 Volatility Wtd ETF 9.8 35 27 5.8 -1.0
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 9.8 40 22 5.7 -1.1
SIXL ETC 6 Meridian Low Beta Equity ETF 9.8 80 -18 4.4 -2.4
USMF WisdomTree U.S. Multifactor Fund 9.7 28 34 7.4 +0.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 9.7 45 17 4.7 -2.1
VTI Vanguard Total Stock Market ETF 9.7 3 59 4.9 -1.8
JAVA JPMorgan Active Value ETF 9.7 44 18 6.0 -0.8
IWV iShares Russell 3000 ETF 9.7 20 42 4.8 -2.0
VTHR Vanguard Russell 3000 ETF 9.7 10 52 4.9 -1.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 9.6 3 59 5.0 -1.8
SCHB Schwab U.S. Broad Market ETF 9.5 3 59 5.0 -1.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 9.5 29 33 6.5 -0.3
STXV Strive 1000 Value ETF 9.4 18 44 7.5 +0.8
SIZE iShares MSCI USA Size Factor ETF 9.4 15 47 5.7 -1.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 9.4 9 53 5.5 -1.2
ROE Astoria US Quality Kings ETF 9.4 49 13 7.7 +1.0
QLV FlexShares US Quality Low Volatility Index Fund 9.4 22 40 3.8 -3.0
TMFE Motley Fool Capital Efficiency 100 Index ETF 9.4 50 12 4.3 -2.4
FDMO Fidelity Momentum Factor ETF 9.4 15 47 4.2 -2.6
PRF Invesco FTSE RAFI US 1000 ETF 9.4 39 23 7.0 +0.2
STXG Strive 1000 Growth ETF 9.3 18 44 4.2 -2.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 9.3 24 38 7.5 +0.7
FNDX Schwab Fundamental US Large Co. Index ETF 9.3 25 37 6.9 +0.1
LRGF iShares U.S. Equity Factor ETF 9.3 8 54 5.8 -1.0
WTV WisdomTree US Value Fund of Benef Interest 9.3 12 50 9.2 +2.5
GNOM Global X Genomics & Biotechnology ETF 9.3 50 12 -5.0 -11.8
SHE SPDR MSCI USA Gender Diversity ETF 9.3 20 42 4.9 -1.9
SUSA iShares MSCI USA ESG Select ETF 9.2 25 37 5.1 -1.6
ACWV iShares MSCI Global Min Vol Factor ETF 9.2 20 42 6.0 -0.7
SCHG Schwab U.S. Large-Cap Growth ETF 9.2 4 58 4.5 -2.3
RVRB Reverb ETF 9.2 30 32 4.8 -1.9
GDEF Goldman Sachs Defensive Equity ETF 9.2 55 7 4.7 -2.1
ARKG ARK Genomic Revolution ETF 9.2 75 -13 -5.0 -11.7
EUSA iShares MSCI USA Equal Weighted ETF 9.2 9 53 5.7 -1.0
CGGO Capital Group Global Growth Equity ETF 9.2 47 15 4.5 -2.2
PPH VanEck Pharmaceutical ETF 9.2 36 26 8.4 +1.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 9.1 14 48 5.1 -1.6
DFAU Dimensional US Core Equity Market ETF 9.1 12 50 5.2 -1.5
FLV American Century Focused Large Cap Value ETF 9.1 42 20 6.4 -0.4
HLAL Wahed FTSE USA Shariah ETF 9.1 50 12 4.8 -1.9
SSPY Syntax Stratified LargeCap ETF 9.1 30 32 6.4 -0.4
ACVF American Conservative Values ETF 9.0 75 -13 4.3 -2.5
OEF iShares S&P 100 ETF 9.0 20 42 4.9 -1.8
QLC FlexShares US Quality Large Cap Index Fund 9.0 25 37 5.5 -1.3
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 9.0 60 2 4.6 -2.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 9.0 9 53 5.9 -0.8
SRHQ SRH U.S. Quality ETF 9.0 35 27 7.7 +0.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 8.9 19 43 6.3 -0.5
FLRG Fidelity U.S. Multifactor ETF 8.9 15 47 7.5 +0.7
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 8.9 25 37 5.2 -1.6
FBCV Fidelity Blue Chip Value ETF 8.9 59 3 7.0 +0.3
JMOM JPMorgan U.S. Momentum Factor ETF 8.8 12 50 4.7 -2.1
FNDB Schwab Fundamental US Broad Market Index ETF 8.8 25 37 6.8 +0.1
VIRS Pacer BioThreat Strategy ETF 8.8 70 -8 5.9 -0.9
DFUV Dimensional US Marketwide Value ETF 8.8 22 40 7.5 +0.7
QWLD SPDR MSCI World StrategicFactors ETF 8.8 30 32 5.8 -1.0
PWV Invesco Large Cap Value ETF 8.8 55 7 7.9 +1.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 8.8 10 52 5.2 -1.6
SUSL iShares ESG MSCI USA Leaders ETF 8.8 10 52 5.2 -1.6
CGUS Capital Group Core Equity ETF 8.7 33 29 4.5 -2.2
FDWM Fidelity Women's Leadership ETF 8.7 59 3 4.7 -2.1
ESGG FlexShares STOXX Global ESG Select Index Fund 8.7 42 20 5.1 -1.7
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 8.7 60 2 8.6 +1.9
CATH Global X S&P 500 Catholic Values Custom ETF 8.7 29 33 5.0 -1.8
NACP Impact Shares NAACP Minority Empowerment ETF 8.7 49 13 5.2 -1.6
VFMV Vanguard U.S. Minimum Volatility ETF 8.7 13 49 5.0 -1.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 8.7 29 33 4.3 -2.5
VLU SPDR S&P 1500 Value Tilt ETF 8.7 12 50 6.9 +0.2
EQWL Invesco S&P 100 Equal Weight ETF 8.6 25 37 6.4 -0.3
SPVM Invesco S&P 500 Value with Momentum ETF 8.6 39 23 8.2 +1.5
FTCS First Trust Capital Strength ETF 8.6 55 7 5.7 -1.1
DCOR Dimensional US Core Equity 1 ETF 8.6 14 48 5.5 -1.3
KONG Formidable Fortress ETF 8.6 89 -27 5.6 -1.2
FUNL CornerCap Fundametrics Large-Cap ETF 8.6 50 12 6.9 +0.1
OALC OneAscent Large Cap Core ETF 8.6 86 -24 4.4 -2.4
ULVM VictoryShares US Value Momentum ETF 8.5 20 42 7.3 +0.6
XLG Invesco S&P 500 Top 50 ETF 8.5 20 42 4.6 -2.2
HDUS Hartford Disciplined US Equity ETF 8.5 19 43 6.0 -0.7
DFAC Dimensional U.S. Core Equity 2 ETF 8.5 17 45 5.5 -1.2
ANEW ProShares MSCI Transformational Changes ETF 8.5 45 17 3.6 -3.1
RND First Trust Bloomberg R&D Leaders ETF 8.5 60 2 5.1 -1.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 8.5 52 10 5.2 -1.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 8.5 58 4 5.1 -1.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 8.4 25 37 5.4 -1.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 8.3 30 32 5.7 -1.0
SFY SoFi Select 500 ETF 8.3 0 62 4.7 -2.1
DEUS Xtrackers Russell US Multifactor ETF 8.3 17 45 7.0 +0.2
FQAL Fidelity Quality Factor ETF 8.2 15 47 5.8 -0.9
AFMC First Trust Active Factor Mid Cap ETF 8.2 65 -3 7.1 +0.4
REVS Columbia Research Enhanced Value ETF 8.2 19 43 7.6 +0.8
CRTC Xtrackers US National Critical Technologies ETF 8.2 35 27 5.2 -1.6
EDOC Global X Telemedicine & Digital Health ETF Registered 8.2 68 -6 -4.0 -10.8
BKWO BNY Mellon Women's Opportunities ETF 8.2 50 12 4.0 -2.8
JQUA JPMorgan U.S. Quality Factor ETF 8.2 12 50 5.8 -0.9
EPS WisdomTree U.S. LargeCap Fund 8.1 8 54 6.1 -0.7
RFFC ALPS Active Equity Opportunity ETF 8.1 48 14 4.1 -2.7
JPEF JPMorgan Equity Focus ETF 8.1 50 12 4.1 -2.7
SMOT VanEck Morningstar SMID Moat ETF 8.0 49 13 6.1 -0.7
FVAL Fidelity Value Factor ETF 8.0 15 47 7.2 +0.5
ITAN Sparkline Intangible Value ETF 8.0 50 12 6.2 -0.5
MBOX Freedom Day Dividend ETF 8.0 39 23 7.4 +0.6
SPLV Invesco S&P 500 Low Volatility ETF 8.0 25 37 5.1 -1.7
CANC Tema Oncology ETF 8.0 75 -13 -3.9 -10.7
ALTL Pacer Lunt Large Cap Alternator ETF 8.0 60 2 4.8 -1.9
GURU Global X Guru Index ETF 8.0 75 -13 1.8 -5.0
KRUZ Unusual Whales Subversive Republican Trading ETF 7.9 75 -13 5.7 -1.1
TOK iShares MSCI Kokusai ETF 7.9 26 36 5.1 -1.6
IDNA iShares Genomics Immunology and Healthcare ETF 7.9 47 15 -4.0 -10.8
LRGE ClearBridge Large Cap Growth ESG ETF 7.9 59 3 3.5 -3.2
DLN WisdomTree U.S. LargeCap Dividend Fund 7.9 28 34 5.9 -0.9
HAPI Harbor Human Capital Factor US Large Cap ETF 7.8 36 26 4.7 -2.1
GSPY Gotham Enhanced 500 ETF 7.8 50 12 5.2 -1.6
KOKU Xtrackers MSCI Kokusai Equity ETF 7.8 9 53 5.3 -1.4
USXF iShares ESG Advanced MSCI USA ETF 7.8 10 52 5.1 -1.6
NUDV Nuveen ESG Dividend ETF 7.7 26 36 7.1 +0.3
NULC Nuveen ESG Large-Cap ETF 7.7 21 41 5.4 -1.3
SHRY First Trust Bloomberg Shareholder Yield ETF 7.7 60 2 6.8 +0.0
JGRO JPMorgan Active Growth ETF 7.7 44 18 3.6 -3.2
JHMM John Hancock Multifactor Mid Cap ETF 7.7 42 20 6.3 -0.5
IMCG iShares Morningstar Mid-Cap Growth ETF 7.6 6 56 4.2 -2.6
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 7.6 50 12 7.6 +0.8
CACG ClearBridge All Cap Growth ESG ETF 7.6 54 8 3.7 -3.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 7.6 12 50 4.8 -2.0
SCHV Schwab U.S. Large-Cap Value ETF 7.6 4 58 6.4 -0.4
INCE Franklin Income Equity Focus ETF 7.6 29 33 5.7 -1.1
PRAY FIS Christian Stock Fund 7.6 69 -7 5.9 -0.9
MMTM SPDR S&P 1500 Momentum Tilt ETF 7.6 12 50 4.6 -2.1
AFLG First Trust Active Factor Large Cap ETF 7.5 55 7 6.0 -0.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 7.5 15 47 5.9 -0.9
VSLU Applied Finance Valuation Large Cap ETF 7.5 49 13 5.6 -1.2
DTD WisdomTree U.S. Total Dividend Fund 7.5 28 34 6.1 -0.6
URTH iShares MSCI World ETF 7.5 24 38 5.3 -1.5
SIXA ETC 6 Meridian Mega Cap Equity ETF 7.5 80 -18 5.8 -1.0
SXQG ETC 6 Meridian Quality Growth ETF 7.4 100 -38 4.0 -2.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 7.4 65 -3 4.8 -1.9
TMFC Motley Fool 100 Index ETF 7.4 50 12 3.8 -3.0
LCF Touchstone US Large Cap Focused ETF 7.4 69 -7 4.2 -2.5
QUAL iShares MSCI USA Quality Factor ETF 7.4 15 47 5.1 -1.6
IWS iShares Russell Mid-Cap Value ETF 7.4 23 39 6.5 -0.3
IWR iShares Russell Midcap ETF 7.4 19 43 5.7 -1.1
SSPX Janus Henderson U.S. Sustainable Equity ETF 7.4 55 7 4.2 -2.6
IMCB iShares Morningstar Mid-Cap ETF 7.4 4 58 6.0 -0.8
QVAL Alpha Architect US Quantitative Value ETF 7.3 39 23 11.0 +4.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 7.2 4 58 5.8 -0.9
IWP iShares Russell Mid-Cap Growth ETF 7.2 23 39 3.3 -3.4
WRND IQ Global Equity R&D Leaders ETF 7.2 18 44 7.5 +0.8
SMDY Syntax Stratified MidCap ETF 7.2 35 27 5.8 -1.0
GVLU Gotham 1000 Value ETF 7.2 50 12 7.2 +0.4
KLMT Invesco MSCI Global Climate 500 ETF 7.2 10 52 5.5 -1.3
FFLC Fidelity Fundamental Large Cap Core ETF 7.1 38 24 4.9 -1.9
CGDV Capital Group Dividend Value ETF 7.1 33 29 5.6 -1.2
RECS Columbia Research Enhanced Core ETF 7.1 15 47 5.6 -1.1
VUSE Vident U.S. Equity Strategy ETF 7.0 50 12 3.3 -3.5
TMFX Motley Fool Next Index ETF 7.0 50 12 3.0 -3.8
VO Vanguard Mid-Cap ETF 7.0 4 58 5.7 -1.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 7.0 38 24 6.3 -0.4
FMIL Fidelity New Millennium ETF 7.0 59 3 4.8 -2.0
RAYD Rayliant Quantitative Developed Market Equity ETF 7.0 80 -18 4.0 -2.8
DUSA Davis Select U.S. Equity ETF 6.9 61 1 7.5 +0.8
RUNN Running Oak Efficient Growth ETF 6.9 58 4 4.8 -1.9
SFYX SoFi Next 500 ETF 6.9 0 62 4.9 -1.9
EQUL IQ Engender Equality ETF 6.9 45 17 5.7 -1.0
FDRR Fidelity Dividend ETF for Rising Rates 6.9 15 47 7.6 +0.8
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 6.9 65 -3 3.8 -2.9
NANC Unusual Whales Subversive Democratic Trading ETF 6.8 75 -13 4.0 -2.7
CCMG CCM Global Equity ETF 6.8 34 28 7.6 +0.8
AVUS Avantis U.S. Equity ETF 6.8 15 47 5.8 -0.9
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 6.8 48 14 4.9 -1.8
IMCV iShares Morningstar Mid-Cap Value ETF 6.8 6 56 7.7 +0.9
FFTY Innovator IBD 50 ETF 6.8 80 -18 -0.1 -6.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 6.8 25 37 5.6 -1.2
ACWI iShares MSCI ACWI ETF 6.8 32 30 5.4 -1.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 6.7 20 42 5.2 -1.5
KOMP SPDR S&P Kensho New Economies Composite ETF 6.7 20 42 1.1 -5.6
NULG Nuveen ESG Large-Cap Growth ETF 6.7 26 36 4.2 -2.5
PKW Invesco Buyback Achievers ETF 6.7 62 0 6.9 +0.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 6.7 60 2 4.7 -2.1
VYM Vanguard High Dividend Yield Index ETF 6.7 6 56 7.0 +0.2
PTL Inspire 500 ETF 6.7 9 53 5.7 -1.1
QGRO American Century U.S. Quality Growth ETF 6.7 29 33 4.7 -2.1
ONEO SPDR Russell 1000 Momentum Focus ETF 6.6 20 42 7.0 +0.3
FEX First Trust Large Cap Core AlphaDEX Fund 6.6 59 3 5.7 -1.1
DSI iShares MSCI KLD 400 Social ETF 6.6 25 37 5.1 -1.6
JGLO JPMorgan Global Select Equity ETF 6.6 33 29 4.5 -2.3
DVND Touchstone Dividend Select ETF 6.6 67 -5 5.8 -1.0
VOE Vanguard Mid-Cap Value ETF 6.6 7 55 7.0 +0.3
USMC Principal U.S. Mega-Cap ETF 6.5 12 50 4.6 -2.2
VOT Vanguard Mid-Cap Growth ETF 6.5 7 55 3.9 -2.9
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 6.5 15 47 5.8 -0.9
NOBL ProShares S&P 500 Dividend Aristocrats ETF 6.5 35 27 5.7 -1.1
CVAR Cultivar ETF 6.5 87 -25 6.6 -0.2
EQAL Invesco Russell 1000 Equal Weight ETF 6.5 20 42 6.4 -0.4
CAML Congress Large Cap Growth ETF 6.5 66 -4 3.3 -3.5
LYLD Cambria Large Cap Shareholder Yield ETF 6.5 59 3 9.4 +2.7
CGDG Capital Group Dividend Growers ETF 6.5 47 15 6.6 -0.1
XT iShares Exponential Technologies ETF 6.4 46 16 4.7 -2.1
FLDZ RiverNorth Patriot ETF 6.4 75 -13 5.5 -1.3
XMHQ Invesco S&P MidCap Quality ETF 6.4 25 37 6.7 -0.0
FLOW Global X U.S. Cash Flow Kings 100 ETF 6.4 25 37 10.8 +4.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 6.4 9 53 5.6 -1.2
SAGP Strategas Global Policy Opportunities ETF 6.3 65 -3 5.2 -1.5
AUSF Global X Adaptive U.S. Factor ETF 6.3 27 35 8.6 +1.9
VOOG Vanguard S&P 500 Growth ETF 6.3 10 52 4.7 -2.0
IVW iShares S&P 500 Growth ETF 6.3 18 44 4.6 -2.1
SPYG SPDR Portfolio S&P 500 Growth ETF 6.3 4 58 4.8 -2.0
VT Vanguard Total World Stock ETF 6.2 7 55 5.6 -1.1
IWF iShares Russell 1000 Growth ETF 6.2 19 43 4.5 -2.2
VONG Vanguard Russell 1000 Growth ETF 6.2 8 54 4.7 -2.1
GLOF iShares Global Equity Factor ETF 6.2 20 42 7.1 +0.4
POWA Invesco Bloomberg Pricing Power ETF 6.2 40 22 5.4 -1.4
QMOM Alpha Architect U.S. Quantitative Momentum ETF 6.2 39 23 3.4 -3.4
IUSG iShares Core S&P U.S. Growth ETF 6.2 4 58 4.8 -2.0
LSAF LeaderShares AlphaFactor US Core Equity ETF 6.2 75 -13 7.0 +0.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 6.2 15 47 9.6 +2.9
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 6.2 58 4 4.4 -2.4
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 6.1 35 27 4.6 -2.1
WLDR Affinity World Leaders Equity ETF 6.1 67 -5 8.4 +1.6
DUHP Dimensional US High Profitability ETF 6.1 21 41 6.6 -0.2
DGT SPDR Global Dow ETF 6.1 50 12 6.6 -0.2
FBCG Fidelity Blue Chip Growth ETF 6.1 59 3 2.9 -3.8
ILCG iShares Morningstar Growth ETF 6.1 4 58 4.0 -2.7
AMID Argent Mid Cap ETF Argent Mid Cap ETF 6.1 52 10 6.6 -0.2
SDY SPDR S&P Dividend ETF 6.0 35 27 5.8 -1.0
SNPG Xtrackers S&P 500 Growth ESG ETF 6.0 15 47 4.7 -2.0
MOAT VanEck Morningstar Wide Moat ETF 6.0 46 16 5.8 -1.0
COWZ Pacer US Cash Cows 100 ETF 5.9 49 13 11.2 +4.4
FTA First Trust Large Cap Value AlphaDEX Fund 5.9 59 3 8.2 +1.4
DIVB iShares Core Dividend ETF 5.9 5 57 7.6 +0.8
QDEF FlexShares Quality Dividend Defensive Index Fund 5.9 37 25 4.0 -2.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 5.9 25 37 7.6 +0.8
DWLD Davis Select Worldwide ETF 5.9 63 -1 7.3 +0.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 5.9 9 53 5.0 -1.8
FDG American Century Focused Dynamic Growth ETF 5.9 45 17 2.9 -3.9
DIVL Madison Dividend Value ETF 5.9 65 -3 5.6 -1.2
DVLU First Trust Dorsey Wright Momentum & Value ETF 5.9 60 2 7.9 +1.1
LVOL American Century Low Volatility ETF 5.8 29 33 4.8 -2.0
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 5.8 40 22 7.3 +0.6
DURA VanEck Durable High Dividend ETF 5.8 29 33 6.8 +0.0
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 5.8 30 32 8.0 +1.2
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 5.8 15 47 6.7 -0.1
SDEP SFP Core Equity Strategy 5.8 10 52 6.2 -0.6
EDOW First Trust Dow 30 Equal Weight ETF 5.8 50 12 5.7 -1.1
DJD Invesco Dow Jones Industrial Average Dividend ETF 5.8 7 55 7.9 +1.1
DIA SPDR Dow Jones Industrial Average ETF Trust 5.8 16 46 5.6 -1.2
PDP Invesco Dorsey Wright Momentum ETF 5.8 62 0 3.8 -3.0
IOO iShares Global 100 ETF 5.8 41 21 4.9 -1.8
IWY iShares Russell Top 200 Growth ETF 5.7 20 42 4.7 -2.1
EGUS iShares ESG Aware MSCI USA Growth ETF 5.7 18 44 4.5 -2.2
TTAC FCF US Quality ETF 5.7 59 3 6.3 -0.4
ETHO Etho Climate Leadership U.S. ETF 5.7 47 15 3.5 -3.3
FVD First Trust Value Line Dividend Index Fund 5.7 65 -3 5.9 -0.9
VLUE iShares MSCI USA Value Factor ETF 5.7 15 47 10.4 +3.6
FMDE Fidelity Enhanced Mid Cap ETF 5.6 23 39 6.3 -0.4
INEQ Columbia International Equity Income ETF 5.6 45 17 6.6 -0.1
GGRW Gabelli Growth Innovators ETF 5.6 90 -28 2.6 -4.2
UDI USCF Dividend Income Fund 5.6 65 -3 7.4 +0.6
SPVU Invesco S&P 500 Enhanced Value ETF 5.6 13 49 9.4 +2.6
SDG iShares MSCI Global Sustainable Development Goals ETF 5.5 49 13 5.3 -1.5
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 5.5 49 13 9.6 +2.8
SCHM Schwab U.S. Mid-Cap ETF 5.5 4 58 6.1 -0.6
QQQN VictoryShares Nasdaq Next 50 ETF 5.5 18 44 4.9 -1.8
VSDA VictoryShares Dividend Accelerator ETF 5.5 35 27 6.7 -0.1
BIBL Inspire 100 ETF 5.5 35 27 5.1 -1.7
IJJ iShares S&P Mid-Cap 400 Value ETF 5.5 18 44 7.4 +0.7
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 5.4 20 42 4.2 -2.6
MDY SPDR S&P Midcap 400 ETF Trust 5.4 23 39 6.4 -0.3
IJH iShares Core S&P Mid-Cap ETF 5.4 5 57 6.6 -0.1
DFNV Donoghue Forlines Innovation ETF 5.4 69 -7 4.8 -2.0
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.4 29 33 7.0 +0.2
MDYV SPDR S&P 400 Mid Cap Value ETF 5.4 15 47 7.5 +0.7
JHDV John Hancock U.S. High Dividend ETF 5.4 34 28 6.3 -0.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 5.3 15 47 7.4 +0.7
IVOO Vanguard S&P Mid-Cap 400 ETF 5.3 10 52 6.6 -0.2
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 5.3 30 32 8.1 +1.4
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 5.3 3 59 6.6 -0.1
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 5.3 75 -13 6.1 -0.7
FTGS First Trust Growth Strength ETF 5.2 60 2 5.6 -1.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 5.2 70 -8 4.5 -2.3
MVAL VanEck Morningstar Wide Moat Value ETF 5.2 49 13 6.8 +0.1
SPMO Invesco S&P 500 Momentum ETF 5.2 13 49 3.8 -2.9
IJK iShares S&P Mid-Cap 400 Growth ETF 5.2 17 45 5.9 -0.9
FELG Fidelity Enhanced Large Cap Growth ETF 5.2 18 44 4.7 -2.0
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 5.2 35 27 6.3 -0.5
FTC First Trust Large Cap Growth AlphaDEX Fund 5.2 59 3 2.6 -4.1
RNMC First Trust Mid Cap US Equity Select ETF 5.2 60 2 6.3 -0.5
VUG Vanguard Growth ETF 5.1 4 58 4.3 -2.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 5.1 15 47 5.9 -0.8
MDYG SPDR S&P 400 Mid Cap Growth ETF 5.1 15 47 5.9 -0.8
XJH iShares ESG Screened S&P Mid-Cap ETF 5.1 12 50 6.6 -0.2
FSMO Fidelity Small-Mid Cap Opportunities ETF 5.0 60 2 6.3 -0.5
BFOR ALPS Barron's 400 ETF 5.0 65 -3 6.4 -0.4
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 5.0 79 -17 5.5 -1.2
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 5.0 15 47 6.4 -0.3
TECB iShares U.S. Tech Breakthrough Multisector ETF 5.0 40 22 4.0 -2.7
VFVA Vanguard U.S. Value Factor ETF 5.0 13 49 10.4 +3.6
IBRN iShares Neuroscience and Healthcare ETF 5.0 47 15 -5.0 -11.8
FSCS First Trust SMID Capital Strength ETF 5.0 60 2 6.5 -0.3
DIVZ TrueShares Low Volatility Equity Income ETF 5.0 65 -3 7.3 +0.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 5.0 35 27 7.8 +1.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 5.0 38 24 7.8 +1.0
VBK Vanguard Small-Cap Growth ETF 4.9 7 55 1.4 -5.4
RJMG FT Raymond James Multicap Growth Equity ETF 4.9 85 -23 2.8 -4.0
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 4.9 12 50 5.3 -1.5
PSET Principal Quality ETF 4.8 15 47 5.3 -1.4
VFMO Vanguard U.S. Momentum Factor ETF 4.8 13 49 2.3 -4.5
MGK Vanguard Mega Cap Growth ETF 4.8 7 55 4.4 -2.3
MOTE VanEck Morningstar ESG Moat ETF 4.8 49 13 5.1 -1.6
AIEQ AI Powered Equity ETF 4.8 75 -13 1.8 -5.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4.8 7 55 5.6 -1.1
GVIP Goldman Sachs Hedge Industry VIP ETF 4.8 45 17 5.1 -1.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 4.8 24 38 7.3 +0.5
NTZG Nuveen Global Net Zero Transition ETF 4.7 56 6 4.8 -2.0
WCEO Hypatia Women CEO ETF 4.7 85 -23 4.6 -2.1
FPX First Trust US Equity Opportunities ETF 4.7 61 1 2.1 -4.7
GLRY Inspire Faithward Mid Cap Momentum ETF 4.7 80 -18 8.1 +1.3
MTUM iShares MSCI USA Momentum Factor ETF 4.7 15 47 3.8 -3.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 4.6 15 47 6.9 +0.2
SPHB Invesco S&P 500 High Beta ETF 4.6 25 37 2.8 -4.0
YLDE ClearBridge Dividend Strategy ESG ETF 4.6 60 2 5.1 -1.7
VFMF Vanguard U.S. Multifactor ETF 4.6 18 44 8.7 +1.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 4.6 70 -8 2.9 -3.9
RFV Invesco S&P Midcap 400 Pure Value ETF 4.6 35 27 8.3 +1.6
FSMD Fidelity Small-Mid Multifactor ETF 4.6 15 47 7.1 +0.4
QQQ Invesco QQQ Trust Series I 4.6 20 42 4.6 -2.2
QQQM Invesco NASDAQ 100 ETF 4.6 15 47 4.7 -2.1
FSST Fidelity Sustainable U.S. Equity ETF 4.5 59 3 2.6 -4.1
FNX First Trust Mid Cap Core AlphaDEX Fund 4.4 60 2 7.1 +0.3
FFND Future Fund Active ETF 4.4 100 -38 -0.7 -7.5
TMDV ProShares Russell US Dividend Growers ETF 4.4 35 27 5.9 -0.9
QGRW WisdomTree U.S. Quality Growth Fund 4.4 28 34 4.9 -1.9
XMMO Invesco S&P MidCap Momentum ETF 4.4 34 28 5.6 -1.2
QQMG Invesco ESG NASDAQ 100 ETF 4.3 20 42 4.7 -2.0
DIVY Sound Equity Dividend Income ETF 4.3 45 17 10.2 +3.4
VALQ American Century U.S. Quality Value ETF 4.2 29 33 7.3 +0.5
YALL God Bless America ETF 4.2 65 -3 2.9 -3.9
JSTC Adasina Social Justice All Cap Global ETF 4.2 89 -27 4.8 -2.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 4.2 60 2 6.7 -0.0
NUMV Nuveen ESG Mid-Cap Value ETF 4.2 31 31 6.7 -0.0
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.2 15 47 4.4 -2.4
VB Vanguard Small-Cap ETF 4.2 5 57 5.2 -1.6
FAB First Trust Multi Cap Value AlphaDEX Fund 4.1 67 -5 9.1 +2.4
MBCC Monarch Blue Chips Core ETF 4.1 125 -63 3.4 -3.4
JOET Virtus Terranova US Quality Momentum ETF 4.1 29 33 5.0 -1.8
PEXL Pacer US Export Leaders ETF 4.1 60 2 5.4 -1.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 4.1 15 47 7.0 +0.2
VEGN US Vegan Climate ETF 4.0 60 2 4.7 -2.1
VFQY Vanguard U.S. Quality Factor ETF 4.0 13 49 7.4 +0.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 4.0 64 -2 2.1 -4.7
GRPM Invesco S&P MidCap 400 GARP ETF 4.0 35 27 9.4 +2.7
DIVG Invesco S&P 500 High Dividend Growers ETF 3.9 39 23 7.0 +0.3
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.9 15 47 7.2 +0.4
SPHQ Invesco S&P 500 Quality ETF 3.9 15 47 5.5 -1.3
SAMT Strategas Macro Thematic Opportunities ETF 3.9 65 -3 4.6 -2.2
NBDS Neuberger Berman Disrupters ETF 3.9 55 7 1.5 -5.3
SMMD iShares Russell 2500 ETF 3.9 15 47 5.9 -0.9
CNCR Range Cancer Therapeutics ETF 3.9 79 -17 0.0 -6.8
EZM WisdomTree U.S. MidCap Fund 3.9 38 24 7.8 +1.0
KOCG FIS Knights of Columbus Global Belief ETF 3.8 75 -13 5.3 -1.5
FNK First Trust Mid Cap Value AlphaDEX Fund 3.8 70 -8 10.4 +3.6
MDLV Morgan Dempsey Large Cap Value ETF 3.8 58 4 7.8 +1.1
BLES Inspire Global Hope ETF 3.8 61 1 6.4 -0.4
GDIV Harbor Dividend Growth Leaders ETF 3.7 50 12 5.6 -1.2
DEMZ Democratic Large Cap Core ETF 3.7 45 17 4.2 -2.6
DTEC ALPS Disruptive Technologies ETF 3.7 50 12 3.1 -3.6
BDAIX Baron Durable Advantage 3.6 75 -13 3.8 -2.9
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.6 60 2 5.8 -0.9
CSMD Congress SMid Growth ETF 3.6 69 -7 4.2 -2.6
VBR Vanguard Small Cap Value ETF 3.5 7 55 7.8 +1.1
NUMG Nuveen ESG Mid-Cap Growth ETF 3.5 31 31 3.7 -3.1
AESR Anfield U.S. Equity Sector Rotation ETF 3.4 108 -46 4.3 -2.5
SMLF iShares U.S. SmallCap Equity Factor ETF 3.4 15 47 5.2 -1.5
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 3.4 106 -44 3.4 -3.4
BGIG Bahl & Gaynor Income Growth ETF 3.3 45 17 4.9 -1.9
SURE AdvisorShares Insiders Advantage ETF 3.3 90 -28 10.1 +3.4
ONEQ Fidelity Nasdaq Composite Index ETF 3.3 21 41 4.0 -2.8
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 3.2 75 -13 3.5 -3.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 3.2 56 6 6.1 -0.6
VXF Vanguard Extended Market ETF 3.2 6 56 4.0 -2.8
SPGP Invesco S&P 500 GARP ETF 3.2 34 28 8.2 +1.4
PSCH Invesco S&P SmallCap Health Care ETF 3.2 29 33 4.9 -1.9
OSCV Opus Small Cap Value ETF 3.2 79 -17 6.0 -0.8
JHSC John Hancock Multifactor Small Cap ETF 3.2 42 20 6.8 +0.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 3.1 30 32 4.9 -1.9
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 3.1 95 -33 1.6 -5.2
FDVV Fidelity High Dividend ETF 3.1 15 47 8.9 +2.2
ONEY SPDR Russell 1000 Yield Focus ETF 3.1 20 42 9.4 +2.7
HAPY Harbor Human Capital Factor Unconstrained ETF 3.1 50 12 4.6 -2.1
DIVS SmartETFs Dividend Builder ETF 3.1 65 -3 4.9 -1.9
HDV iShares Core High Dividend ETF 3.1 8 54 7.9 +1.1
RWK Invesco S&P MidCap 400 Revenue ETF 3.0 39 23 8.5 +1.8
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 3.0 40 22 6.4 -0.4
MAGA Point Bridge America First ETF 3.0 72 -10 5.9 -0.9
QDF FlexShares Quality Dividend Index Fund 3.0 37 25 4.3 -2.5
SDOG ALPS Sector Dividend Dogs ETF 2.9 36 26 8.9 +2.1
ACSI American Customer Satisfaction ETF 2.9 65 -3 4.5 -2.3
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.7 80 -18 6.1 -0.7
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.7 35 27 5.7 -1.1
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 2.7 39 23 4.2 -2.6
LCLG Logan Capital Broad Innovative Growth ETF 2.7 99 -37 4.8 -1.9
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.6 27 35 6.9 +0.2
MOTG VanEck Morningstar Global Wide Moat ETF 2.6 52 10 5.5 -1.3
INNO Harbor Disruptive Innovation ETF 2.6 75 -13 1.7 -5.0
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.6 17 45 5.1 -1.6
CWS AdvisorShares Focused Equity ETF 2.6 84 -22 4.5 -2.2
TXS Texas Capital Texas Equity Index ETF 2.6 49 13 5.2 -1.6
SCHD Schwab US Dividend Equity ETF 2.6 6 56 9.1 +2.4
CSD Invesco S&P Spin-Off ETF 2.5 65 -3 9.2 +2.5
XMLV Invesco S&P MidCap Low Volatility ETF 2.5 25 37 6.8 +0.0
MDCP VictoryShares THB Mid Cap ESG ETF 2.5 55 7 5.6 -1.1
AVLV Avantis U.S. Large Cap Value ETF 2.4 15 47 7.4 +0.7
BOUT Innovator IBD Breakout Opportunities ETF 2.4 81 -19 5.0 -1.8
PY Principal Value ETF 2.4 15 47 7.2 +0.5
BUZZ VanEck Social Sentiment ETF 2.4 75 -13 0.2 -6.6
DSMC Distillate Small/Mid Cash Flow ETF 2.4 55 7 11.9 +5.1
SYLD Cambria Shareholder Yield ETF 2.4 59 3 11.4 +4.7
EMOT First Trust S&P 500 Economic Moat ETF 2.4 60 2 6.9 +0.2
BUL Pacer US Cash Cows Growth ETF 2.3 60 2 7.9 +1.1
QDIV Global X S&P 500 Quality Dividend ETF 2.3 20 42 7.6 +0.8
MGRO VanEck Morningstar Wide Moat Growth ETF 2.3 49 13 4.3 -2.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 2.3 39 23 8.8 +2.1
ISCG iShares Morningstar Small-Cap Growth ETF 2.2 6 56 2.4 -4.4
RNSC Furst Trust Small Cap US Equity Select ETF 2.2 60 2 7.1 +0.4
FDIV MarketDesk Focused U.S. Dividend ETF 2.2 35 27 4.9 -1.9
GK AdvisorShares Gerber Kawasaki ETF 2.2 75 -13 3.4 -3.4
ISCV iShares Morningstar Small Cap Value ETF 2.2 6 56 7.6 +0.8
ISCB iShares Morningstar Small-Cap ETF 2.2 4 58 5.0 -1.7
DEW WisdomTree Global High Dividend Fund 2.2 58 4 8.5 +1.8
ROBO ROBO Global Robotics & Automation Index ETF 2.2 95 -33 3.7 -3.1
IQM Franklin Intelligent Machines ETF 2.2 50 12 3.5 -3.3
SPDV AAM S&P 500 High Dividend Value ETF 2.2 29 33 10.0 +3.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.2 65 -3 1.2 -5.5
KNO AXS Knowledge Leaders ETF 2.2 78 -16 4.9 -1.9
PWB Invesco Large Cap Growth ETF 2.1 56 6 3.4 -3.4
LRNZ TrueShares Technology, AI & Deep Learning ETF 2.1 69 -7 -0.2 -6.9
AOTG AOT Growth and Innovation ETF 2.1 75 -13 3.4 -3.4
TOKE Cambria Cannabis ETF 2.1 42 20 1.6 -5.1
ABEQ Absolute Select Value ETF 2.1 85 -23 4.3 -2.4
TINY ProShares Nanotechnology ETF 2.1 58 4 1.7 -5.1
DON WisdomTree U.S. MidCap Dividend Fund 2.1 38 24 8.1 +1.4
FNDA Schwab Fundamental US Small Co. Index ETF 2.0 25 37 6.3 -0.4
SPYD SPDR Portfolio S&P 500 High Dividend ETF 2.0 7 55 8.8 +2.0
PEY Invesco High Yield Equity Dividend Achievers ETF 2.0 52 10 9.1 +2.4
DFSV Dimensional US Small Cap Value ETF 2.0 31 31 8.9 +2.2
RDVY First Trust Rising Dividend Achievers ETF 2.0 50 12 9.5 +2.8
CBSE Clough Select Equity ETF 1.9 85 -23 -2.1 -8.8
SCHA Schwab U.S. Small-Cap ETF 1.9 4 58 4.3 -2.4
DES WisdomTree U.S. SmallCap Dividend Fund 1.9 38 24 7.1 +0.4
FTDS First Trust Dividend Strength ETF 1.9 70 -8 8.1 +1.4
FBOT Fidelity Disruptive Automation ETF 1.8 50 12 3.9 -2.8
BFTHX Baron Fifth Avenue Growth Retail 1.8 75 -13 1.9 -4.9
IBOT Vaneck Robotics ETF 1.8 47 15 4.0 -2.8
BOTZ Global X Robotics & Artificial Intelligence ETF 1.8 69 -7 2.6 -4.1
IGPT Invesco AI and Next Gen Software ETF 1.8 60 2 4.1 -2.7
LOUP Innovator Deepwater Frontier Tech ETF 1.8 70 -8 1.0 -5.8
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.8 60 2 4.0 -2.7
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.7 47 15 5.3 -1.5
GDVD R3 Global Dividend Growth ETF 1.7 88 -26 5.4 -1.3
SQEW LeaderShares Equity Skew ETF 1.7 81 -19 4.0 -2.7
TIME Clockwise Core Equity & Innovation ETF 1.7 95 -33 2.4 -4.4
CVY Invesco Zacks Multi-Asset Income ETF 1.7 106 -44 11.4 +4.6
RPG Invesco S&P 500 Pure Growth ETF 1.6 35 27 3.5 -3.2
TOLL Tema Monopolies and Oligopolies ETF 1.6 75 -13 2.7 -4.1
BIOPX Baron Opportunity Retail 1.6 75 -13 1.2 -5.6
AFSM First Trust Active Factor Small Cap ETF 1.6 75 -13 6.6 -0.2
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.6 30 32 10.6 +3.8
ISMD Inspire Small/Mid Cap ETF 1.5 54 8 5.4 -1.3
XMVM Invesco S&P MidCap Value with Momentum ETF 1.5 39 23 10.6 +3.9
ARKQ ARK Autonomous Technology & Robotics ETF 1.5 75 -13 2.2 -4.5
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.5 45 17 3.4 -3.4
ECML Euclidean Fundamental Value ETF 1.4 95 -33 13.0 +6.3
STXK Strive Small-Cap ETF 1.4 18 44 4.9 -1.9
DFAS Dimensional U.S. Small Cap ETF 1.4 26 36 5.8 -1.0
MVPS Amplify Thematic All-Stars ETF 1.4 49 13 2.9 -3.9
RTH VanEck Retail ETF 1.3 35 27 6.3 -0.5
AGQI First Trust Active Global Quality Income ETF 1.3 85 -23 5.7 -1.1
ICAP InfraCap Equity Income Fund ETF 1.3 171 -109 6.2 -0.6
SIXS ETC 6 Meridian Small Cap Equity ETF 1.3 89 -27 8.6 +1.8
DFAT Dimensional U.S. Targeted Value ETF 1.3 28 34 8.4 +1.6
DHS WisdomTree U.S. High Dividend Fund 1.3 38 24 7.9 +1.2
BLLD JPMorgan Sustainable Infrastructure ETF 1.3 49 13 5.3 -1.5
YOLO AdvisorShares Pure Cannabis ETF 1.2 103 -41 -29.7 -36.4
PAWZ ProShares Pet Care ETF 1.2 50 12 3.4 -3.3
VIDI Vident International Equity Strategy ETF 1.2 61 1 10.5 +3.7
FITE SPDR S&P Kensho Future Security ETF 1.2 45 17 2.4 -4.4
IJS iShares S&P Small-Cap 600 Value ETF 1.2 18 44 8.4 +1.6
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.2 39 23 4.3 -2.5
JSML Janus Henderson Small Cap Growth Alpha ETF 1.2 30 32 7.0 +0.2
XITK SPDR FactSet Innovative Technology ETF 1.2 45 17 2.7 -4.1
JFWD Jacob Forward ETF 1.2 75 -13 0.0 -6.8
AZTD Aztlan Global Stock Selection DM SMID ETF 1.2 75 -13 4.4 -2.3
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.1 15 47 8.4 +1.7
SLYV SPDR S&P 600 Small Cap Value ETF 1.1 15 47 8.4 +1.6
BKSE BNY Mellon US Small Cap Core Equity ETF 1.1 4 58 5.0 -1.8
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.1 35 27 5.7 -1.1
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.0 85 -23 4.6 -2.1
CZA Invesco Zacks Mid-Cap ETF 1.0 72 -10 6.3 -0.5
QQQS Invesco NASDAQ Future Gen 200 ETF 1.0 20 42 -9.0 -15.7
DVY iShares Select Dividend ETF 1.0 38 24 8.2 +1.5
BTHM BlackRock Future U.S. Themes ETF 0.9 60 2 4.2 -2.5
TPHD Timothy Plan High Dividend Stock ETF 0.9 52 10 6.1 -0.7
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.9 54 8 6.1 -0.7
FDL First Trust Morningstar Dividend Leaders Index Fund 0.9 45 17 8.8 +2.1
SFYF SoFi Social 50 ETF 0.9 29 33 -2.7 -9.5
PSIL AdvisorShares Psychedelics ETF 0.9 99 -37 -1.9 -8.6
ROSC Hartford Multifactor Small Cap ETF 0.9 34 28 8.9 +2.2
TMFM Motley Fool Mid-Cap Growth ETF 0.9 85 -23 3.4 -3.4
CALF Pacer US Small Cap Cash Cows 100 ETF 0.9 59 3 11.9 +5.2
VAMO Cambria Value & Momentum ETF 0.9 61 1 9.3 +2.6
BIGFX Baron International Growth Retail 0.9 75 -13 3.2 -3.6
FIW First Trust Water ETF 0.9 53 9 4.5 -2.3
AHOY Newday Ocean Health ETF 0.9 75 -13 5.7 -1.1
ESIX SPDR S&P SmallCap 600 ESG ETF 0.9 12 50 7.7 +0.9
VNSE Natixis Vaughan Nelson Select ETF 0.9 80 -18 3.2 -3.5
XSLV Invesco S&P SmallCap Low Volatility ETF 0.8 25 37 6.9 +0.1
BARAX Baron Asset Retail 0.8 75 -13 3.5 -3.3
RFDA RiverFront Dynamic US Dividend Advantage ETF 0.8 52 10 5.8 -1.0
DIV Global X SuperDividend US ETF 0.8 45 17 7.6 +0.9
PRNT 3D Printing ETF 0.8 66 -4 -0.2 -7.0
TINT ProShares Smart Materials ETF 0.8 58 4 6.0 -0.8
TPSC Timothy Plan US Small Cap Core ETF 0.7 52 10 6.9 +0.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.7 15 47 7.7 +1.0
XJR iShares ESG Screened S&P Small-Cap ETF 0.7 12 50 7.2 +0.5
AIQ Global X Artificial Intelligence & Technology ETF 0.7 68 -6 4.1 -2.6
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.6 35 27 6.5 -0.2
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.6 42 20 6.5 -0.3
MJ ETFMG Alternative Harvest 0.6 75 -13 -32.9 -39.7
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.6 47 15 9.0 +2.2
PSC Principal U.S. Small-Cap ETF 0.6 38 24 6.2 -0.6
ARKK ARK Innovation ETF 0.6 75 -13 -3.6 -10.4
IJR iShares Core S&P Small Cap ETF 0.6 6 56 7.4 +0.7
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.6 3 59 7.5 +0.7
VIOO Vanguard S&P Small-Cap 600 ETF 0.6 10 52 7.4 +0.6
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.6 39 23 8.5 +1.7
SSLY Syntax Stratified SmallCap ETF 0.5 40 22 7.3 +0.5
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.5 59 3 6.7 -0.0
SQLV Royce Quant Small-Cap Quality Value ETF 0.4 60 2 7.5 +0.8
GCOW Pacer Global Cash Cows Dividend ETF 0.4 60 2 12.1 +5.3
EVX VanEck Environmental Services ETF 0.4 55 7 3.4 -3.4
BNE Blue Horizon BNE ETF 0.4 87 -25 4.8 -1.9
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.4 65 -3 8.3 +1.5
MOO VanEck Agribusiness ETF 0.4 53 9 9.5 +2.7
RSHO Tema American Reshoring ETF 0.4 75 -13 3.6 -3.2
WDIV SPDR S&P Global Dividend ETF 0.4 40 22 9.4 +2.6
TMFS Motley Fool Small-Cap Growth ETF 0.4 85 -23 3.0 -3.8
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 0.4 35 27 4.7 -2.1
EES WisdomTree U.S. SmallCap Fund 0.4 38 24 9.4 +2.7
FYX First Trust Small Cap Core AlphaDEX Fund 0.3 61 1 5.8 -1.0
FYC First Trust Small Cap Growth AlphaDEX Fund 0.3 71 -9 0.4 -6.4
AVUV Avantis U.S. Small Cap Value ETF 0.3 25 37 9.4 +2.6
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.3 12 50 7.6 +0.9
AVSC Avantis U.S Small Cap Equity ETF 0.3 25 37 4.9 -1.9
NUSC Nuveen ESG Small-Cap ETF 0.3 31 31 5.2 -1.6
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 23 7.4 +0.6
CNBS Amplify Seymour Cannabis ETF 0.2 75 -13 -22.6 -29.4
IETC iShares U.S. Tech Independence Focused ETF 0.2 18 44 4.5 -2.2
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 37 9.4 +2.7
FYT First Trust Small Cap Value AlphaDEX Fund 0.1 73 -11 10.2 +3.4
TDVG T. Rowe Price Dividend Growth ETF 0.1 50 12 4.7 -2.1
TEQI T. Rowe Price Equity Income ETF 0.1 54 8 3.9 -2.9
FESM Fidelity Enhanced Small Cap ETF 0.1 28 34 1.8 -4.9
TGRW T. Rowe Price Growth Stock ETF 0.1 52 10 3.9 -2.9
TCHP T. Rowe Price Blue Chip Growth ETF 0.1 57 5 3.5 -3.3
IEDI iShares U.S. Consumer Focused ETF 0.1 18 44 5.1 -1.6

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

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RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

Forward
multiple:		 First Trust 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 17.2 %
Divided by: Fwd. P/BV 2.3 x
Less: Expense ratio 62 bp
Equals: ALTAR Score 6.8 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.55 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.