First Trust Health Care AlphaDEX Fund
ALTAR
Score™
7.2% info Recommen-
dation
NEUTRAL
2023E    2024E
P/E
ratio
19.8x P/Sales
ratio
1.8x
P/BV
ratio
2.3x Div.
yield
0.8%


  • 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) $1,509
Currency USD
Expense ratio 61 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) $45,093
Large cap (>$10bn) 62.2%
Mid cap ($2-10bn) 36.5%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
EXACT SCIENCES CORP 2.6 %
INC RESEARCH HOLDINGS INC-A 2.5 %
PENUMBRA, INC. 2.5 %
BIOGEN IDEC INC 2.3 %
UNIVERSAL HEALTH SERVICES-B 2.3 %
HCA HOLDINGS INC 2.2 %
CIGNA CORPORATION 2.2 %
UNITED THERAPEUTICS CORP 2.1 %
VIATRIS, INC. 2.1 %
QUIDEL CORP 2.1 %
Total 22.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 95.9 %
IRELAND 2.7 %
NETHERLANDS 1.2 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-6.1% -5.5% 7.1% 9.8% 10.7%

Market Correlations
versus... Beta R-squared
S&P500 0.66 60%
MSCI EAFE 0.64 57%
MSCI Emg. Mkts. 0.43 25%

Technical Indicators
Recent close $105.50
30d moving avg. $106.04
Annualized volatility 15.5%
Short interest (ETF) 0.4%
Short interest (Underlying) 2.6%
Relative strength (RSI) 40

Liquidity measures
Avg. volume (thou.) 61
Turnover 0.4%
Bid/Ask (% of price) 0.23%
ADV underlying (mns) $14,517

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 700 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: 61 bp ALTAR Score™: 7.2%


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
(%)
RYH Invesco S&P 500 Equal Weight Health Care ETF 46.3 40 21 8.5 +1.4
IYH iShares U.S. Healthcare ETF 37.5 39 22 7.6 +0.4
VHT Vanguard Health Care Index Fund 35.5 10 51 6.8 -0.3
FHLC Fidelity MSCI Health Care Index ETF 35.3 8 53 6.7 -0.4
XLV Health Care Select Sector SPDR Fund 32.2 10 51 8.7 +1.6
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 30.2 60 1 7.4 +0.2
HTEC ROBO Global Healthcare Technology & Innovation ETF 27.8 68 -7 -0.9 -8.0
PINK Simplify Health Care ETF 27.7 50 11 5.1 -2.1
IXJ iShares Global Healthcare ETF 27.5 40 21 7.7 +0.5
BMED BlackRock Future Health ETF 27.0 85 -24 1.9 -5.2
FTXH First Trust Nasdaq Pharmaceuticals ETF 26.8 60 1 10.1 +2.9
XHS SPDR S&P Health Care Services ETF 23.2 35 26 0.2 -6.9
IHF iShares U.S. Healthcare Providers ETF 22.4 39 22 6.4 -0.7
FBT First Trust NYSE Arca Biotechnology Index Fund 21.7 55 6 1.5 -5.6
WDNA WisdomTree BioRevolution Fund 21.0 45 16 -3.9 -11.1
MDEV First Trust Indxx Medical Devices ETF 20.5 70 -9 3.4 -3.8
PTH Invesco DWA Healthcare Momentum ETF 20.2 60 1 -2.9 -10.1
AGNG Global X Aging Population ETF 19.8 50 11 4.1 -3.0
HKND Humankind US Stock ETF 19.5 11 50 7.4 +0.2
BBH VanEck Biotech ETF 19.1 35 26 5.4 -1.8
XHE SPDR S&P Health Care Equipment ETF 18.9 35 26 0.5 -6.6
HELX Franklin Genomic Advancements ETF 18.7 50 11 2.0 -5.2
GDOC Goldman Sachs Future Health Care Equity ETF 18.5 75 -14 1.6 -5.5
HLGE Hartford Longevity Economy ETF 17.3 44 17 8.8 +1.6
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 17.3 65 -4 -0.7 -7.9
IBB iShares NASDAQ Biotechnology ETF 17.1 44 17 0.7 -6.5
SPGP Invesco S&P 500 GARP ETF 17.0 36 25 9.3 +2.1
IBBQ Invesco Nasdaq Biotechnology ETF 16.4 19 42 1.1 -6.1
BAD B.A.D. ETF 15.7 75 -14 3.2 -4.0
MEDI Harbor Health Care ETF 15.1 80 -19 1.2 -6.0
SANE Subversive Mental Health ETF 15.0 75 -14 5.8 -1.3
RPG Invesco S&P 500 Pure Growth ETF 15.0 35 26 8.6 +1.4
IHI iShares U.S. Medical Devices ETF 14.8 39 22 4.6 -2.6
BBP BioShares Biotechnology Products Fund 14.7 79 -18 -3.8 -11.0
HART IQ Healthy Hearts ETF 14.2 45 16 6.2 -1.0
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 14.0 49 12 7.5 +0.3
FTCS First Trust Capital Strength ETF 13.7 55 6 7.8 +0.6
GERM ETFMG Treatments Testing and Advancements ETF 13.6 68 -7 -9.2 -16.3
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 13.5 20 41 9.2 +2.0
SYNB Putnam BioRevolution ETF 13.5 70 -9 3.4 -3.8
PJP Invesco Dynamic Pharmaceuticals ETF 13.4 58 3 7.5 +0.3
RAYD Rayliant Quantitative Developed Market Equity ETF 13.3 80 -19 9.2 +2.0
FLQL Franklin LibertyQ U.S. Equity ETF 13.2 15 46 7.8 +0.7
LRND IQ U.S. Large Cap R&D Leaders ETF 13.1 14 47 6.2 -1.0
IWX iShares Russell Top 200 Value ETF 13.1 20 41 7.4 +0.2
SPMO Invesco S&P 500 Momentum ETF 13.0 13 48 7.5 +0.4
STXD Strive 1000 Dividend Growth ETF 13.0 35 26 6.3 -0.8
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 12.9 69 -8 6.8 -0.4
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 12.6 20 41 6.7 -0.4
MRND IQ U.S. Mid Cap R&D Leaders ETF 12.6 16 45 -0.8 -7.9
XPH SPDR S&P Pharmaceuticals ETF 12.6 35 26 4.5 -2.7
XBI SPDR S&P BIOTECH ETF 12.5 35 26 0.0 -7.2
IHE iShares U.S. Pharmaceuticals ETF 12.5 39 22 9.4 +2.2
FTGS First Trust Growth Strength ETF 12.5 60 1 8.6 +1.4
PBE Invesco Dynamic Biotechnology & Genome ETF 12.4 59 2 1.5 -5.7
MGV Vanguard Mega Cap Value ETF 12.3 7 54 7.8 +0.6
CLRG IQ Chaikin U.S. Large Cap ETF 12.3 25 36 7.2 +0.0
SPXT ProShares S&P 500 Ex-Technology ETF 12.3 27 34 6.4 -0.7
JOET Virtus Terranova US Quality Momentum ETF 12.2 29 32 6.6 -0.5
PPH VanEck Pharmaceutical ETF 12.1 35 26 12.3 +5.2
ROUS Hartford Multifactor US Equity ETF 12.0 19 42 8.6 +1.4
VTV Vanguard Value Index Fund 11.9 4 57 8.0 +0.9
VIRS Pacer BioThreat Strategy ETF 11.9 70 -9 6.9 -0.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 11.8 10 51 6.3 -0.9
DFLV Dimensional US Large Cap Value ETF 11.8 22 39 9.3 +2.2
XOUT GraniteShares XOUT U.S. Large Cap ETF 11.8 60 1 5.4 -1.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 11.8 18 43 6.5 -0.7
IWD iShares Russell 1000 Value ETF 11.6 18 43 7.5 +0.3
VONV Vanguard Russell 1000 Value Index Fund 11.6 8 53 7.6 +0.4
EVUS iShares ESG Aware MSCI USA Value ETF 11.6 18 43 8.0 +0.8
FCPI Fidelity Stocks for Inflation ETF 11.6 29 32 9.6 +2.5
USMV iShares Edge MSCI Min Vol USA ETF 11.5 15 46 6.6 -0.6
RAFE PIMCO RAFI ESG U.S. ETF 11.5 29 32 8.3 +1.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 11.5 25 36 6.9 -0.3
USMF WisdomTree U.S. Multifactor Fund 11.5 28 33 8.5 +1.4
GDEF Goldman Sachs Defensive Equity ETF 11.2 55 6 5.2 -1.9
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 11.2 60 1 4.9 -2.2
VOOG Vanguard S&P 500 Growth ETF 11.0 10 51 6.1 -1.1
IVW iShares S&P 500 Growth ETF 11.0 18 43 6.0 -1.2
SPYG SPDR Portfolio S&P 500 Growth ETF 11.0 4 57 6.2 -1.0
DEIF Sterling Capital Diverse Multi-Manager Active ETF 11.0 65 -4 7.2 +0.1
BTEC Principal Healthcare Innovators Index ETF 11.0 42 19 -3.5 -10.6
DGRO iShares Core Dividend Growth ETF 11.0 8 53 7.3 +0.1
DFUV Dimensional US Marketwide Value ETF 11.0 23 38 8.9 +1.7
IUSG iShares Core S&P US Growth ETF 10.9 4 57 6.2 -1.0
PSET Principal Price Setters Index ETF 10.8 15 46 6.7 -0.4
JAVA JPMorgan Active Value ETF 10.8 44 17 7.0 -0.2
SPLV Invesco S&P 500 Low Volatility ETF 10.7 25 36 6.8 -0.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 10.6 18 43 9.0 +1.8
QUS SPDR MSCI USA StrategicFactors ETF 10.6 15 46 6.7 -0.4
JVAL JPMorgan U.S. Value Factor ETF 10.5 12 49 9.7 +2.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 10.5 7 54 5.9 -1.3
REVS Columbia Research Enhanced Value ETF 10.4 19 42 9.1 +1.9
SPXN ProShares S&P 500 Ex-Financials ETF 10.4 27 34 5.9 -1.3
RNLC Large Cap US Equity Select ETF 10.3 60 1 7.6 +0.4
PWV Invesco Dynamic Large Cap Value ETF 10.3 58 3 8.9 +1.8
ANEW ProShares MSCI Transformational Changes ETF 10.3 45 16 5.5 -1.7
FUNL CornerCap Fundametrics Large-Cap ETF 10.3 50 11 8.7 +1.5
HLAL Wahed FTSE USA Shariah ETF 10.2 50 11 5.6 -1.6
HDUS Hartford Disciplined US Equity ETF 10.2 19 42 7.1 -0.1
ZECP Zacks Earnings Consistent Portfolio ETF 10.2 55 6 6.3 -0.9
MTUM iShares MSCI USA Momentum Factor ETF 10.2 15 46 7.7 +0.6
QVML Invesco S&P 500 QVM Multi-factor ETF 10.2 11 50 6.5 -0.7
KRMA Global X Conscious Companies ETF 10.1 43 18 6.4 -0.7
GNOM Global X Genomics & Biotechnology ETF 10.1 50 11 -5.7 -12.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 10.1 9 52 6.8 -0.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 10.1 10 51 5.6 -1.6
VSLU Applied Finance Valuation Large Cap ETF 10.1 49 12 6.8 -0.4
TTAC TrimTabs US Free Cash Flow Quality ETF 10.0 59 2 7.0 -0.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 10.0 29 32 6.1 -1.1
ESGU iShares MSCI USA ESG Optimized ETF 10.0 15 46 6.0 -1.2
ESG FlexShares STOXX US ESG Impact Index Fund 9.9 32 29 5.8 -1.3
IUS Invesco Strategic US ETF 9.9 19 42 7.5 +0.4
RNDV US Equity Dividend Select ETF 9.9 50 11 10.4 +3.2
DEF Invesco Defensive Equity ETF 9.9 55 6 7.0 -0.2
IWP iShares Russell Mid-Cap Growth ETF 9.9 23 38 5.1 -2.1
CFA VictoryShares US 500 Volatility Weighted Index ETF 9.9 35 26 7.2 0.0
RESP WisdomTree US ESG Fund of Benef Interest 9.9 28 33 7.2 +0.0
FBCV Fidelity Blue Chip Value ETF 9.8 59 2 7.6 +0.4
HEET Hartford Schroders ESG US Equity ETF 9.8 39 22 7.0 -0.1
EPS WisdomTree U.S. Earnings 500 Fund 9.8 8 53 7.5 +0.3
QLV FlexShares US Quality Low Volatility Index Fund 9.8 22 39 6.1 -1.1
BUL Pacer US Cash Cows Growth ETF 9.8 60 1 11.4 +4.2
DLN WisdomTree U.S. LargeCap Dividend Fund 9.8 28 33 7.3 +0.1
ILCV iShares Morningstar Value ETF 9.8 4 57 7.7 +0.6
NZUS SPDR MSCI USA Climate Paris Aligned ETF 9.8 10 51 5.6 -1.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 9.7 24 37 9.3 +2.2
STLV iShares Factors US Value Style ETF 9.7 25 36 10.7 +3.5
ACWV iShares MSCI Global Min Vol Factor ETF 9.7 20 41 8.0 +0.9
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 9.6 49 12 5.4 -1.8
QQQJ Invesco NASDAQ Next Gen 100 ETF 9.6 15 46 4.3 -2.9
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 9.6 49 12 6.2 -1.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 9.5 29 32 8.3 +1.1
SPXE ProShares S&P 500 Ex-Energy ETF 9.4 27 34 5.8 -1.3
ESGV Vanguard ESG U.S. Stock ETF 9.4 9 52 5.8 -1.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 9.4 20 41 7.7 +0.6
ACVF American Conservative Values ETF 9.4 75 -14 5.3 -1.8
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 9.3 50 11 3.7 -3.4
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 9.3 20 41 5.9 -1.3
ITAN Sparkline Intangible Value ETF 9.3 50 11 7.1 -0.0
JHML John Hancock Multifactor Large Cap ETF 9.3 29 32 6.5 -0.7
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 9.2 17 44 6.3 -0.8
SUSA iShares MSCI USA ESG Select ETF 9.2 25 36 6.2 -1.0
IWB iShares Russell 1000 ETF 9.2 15 46 5.9 -1.3
VONE Vanguard Russell 1000 ETF 9.2 8 53 6.0 -1.2
ADME Aptus Drawdown Managed Equity ETF 9.2 79 -18 5.3 -1.9
RWL Invesco S&P 500 Revenue ETF 9.2 39 22 7.5 +0.3
NUDV Nuveen ESG Dividend ETF 9.2 25 36 8.2 +1.0
SCHX Schwab U.S. Large-Cap ETF 9.2 3 58 6.0 -1.2
VDNI V-Shares US Leadership Diversity ETF 9.2 29 32 6.3 -0.9
NULC Nuveen ESG Large-Cap ETF 9.2 20 41 6.4 -0.8
STXG Strive 1000 Growth ETF 9.2 18 43 5.2 -1.9
BKLC BNY Mellon US Large Cap Core Equity ETF 9.2 0 61 5.9 -1.3
EQWL Invesco Russell Top 200 Equal Weight ETF 9.1 25 36 7.3 +0.1
VV Vanguard Large-Cap Index Fund 9.1 4 57 6.0 -1.2
PBUS Invesco PureBeta MSCI USA ETF 9.1 4 57 6.0 -1.1
VOTE Engine No. 1 Transform 500 ETF 9.1 5 56 6.0 -1.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 9.1 2 59 6.0 -1.1
IWL iShares Russell Top 200 ETF 9.1 15 46 5.7 -1.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 9.1 19 42 7.2 -0.0
IVV iShares Core S&P 500 ETF 9.1 3 58 6.1 -1.1
VOO VANGUARD S&P 500 ETF 9.1 3 58 6.1 -1.0
IYY iShares Dow Jones U.S. ETF 9.1 20 41 5.9 -1.3
SPY SPDR S&P 500 ETF Trust 9.1 9 52 6.1 -1.1
STRV Strive 500 ETF 9.1 5 56 6.0 -1.2
ILCB iShares Morningstar U.S. Equity ETF 9.1 3 58 6.0 -1.1
SCHK Schwab 1000 Index ETF 9.1 5 56 6.0 -1.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 9.1 7 54 5.9 -1.2
DTD WisdomTree U.S.Total Dividend Fund 9.1 28 33 7.6 +0.5
SPLG SPDR Portfolio S&P 500 ETF 9.1 3 58 6.1 -1.1
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 9.1 15 46 8.4 +1.2
JQUA JPMorgan U.S. Quality Factor ETF 9.0 12 49 6.7 -0.4
SNPG Xtrackers S&P 500 Growth ESG ETF 9.0 15 46 5.7 -1.5
MGC Vanguard Mega Cap Index Fund 9.0 7 54 5.8 -1.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 9.0 11 50 6.0 -1.2
PFM Invesco Dividend Achievers ETF 9.0 53 8 6.4 -0.8
SXQG 6 Meridian Quality Growth ETF 9.0 100 -39 5.2 -2.0
FVAL Fidelity Value Factor ETF 9.0 29 32 9.2 +2.0
XVV iShares ESG Screened S&P 500 ETF 9.0 8 53 6.0 -1.2
GSPY Gotham Enhanced 500 ETF 9.0 50 11 6.3 -0.9
TPLC Timothy Plan US Large Cap Core ETF 9.0 52 9 6.7 -0.5
FDMO Fidelity Momentum Factor ETF 8.9 29 32 5.1 -2.1
DFUS Dimensional U.S. Equity ETF 8.9 11 50 6.0 -1.2
AFLG First Trust Active Factor Large Cap ETF 8.9 55 6 7.5 +0.4
RSP Invesco S&P 500 Equal Weight ETF 8.9 20 41 7.0 -0.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 8.9 20 41 5.8 -1.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 8.8 15 46 12.8 +5.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 8.8 75 -14 6.6 -0.5
DFSU Dimensional US Sustainability Core 1 ETF 8.8 18 43 6.8 -0.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 8.8 9 52 6.9 -0.2
SPTM SPDR Portfolio Total Stock Market ETF 8.8 3 58 6.3 -0.9
SCHV Schwab U.S. Large-Cap Value ETF 8.8 4 57 7.6 +0.4
OUSA ALPS O'Shares U.S. Quality Dividend ETF 8.8 48 13 7.5 +0.3
SUSL iShares ESG MSCI USA Leaders ETF 8.8 10 51 6.1 -1.1
ARKG ARK Genomic Revolution ETF 8.8 75 -14 -10.7 -17.9
SIXL 6 Meridian Low Beta Equity Strategy ETF 8.8 82 -21 6.7 -0.5
IWV iShares Russell 3000 ETF 8.8 20 41 5.7 -1.4
STXV Strive 1000 Value ETF 8.8 18 43 8.7 +1.5
VFMO Vanguard U.S. Momentum Factor ETF 8.8 13 48 4.1 -3.1
VTHR Vanguard Russell 3000 Index Fund 8.8 10 51 5.8 -1.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 8.8 10 51 6.1 -1.1
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 8.7 15 46 7.7 +0.6
SCHB Schwab U.S. Broad Market ETF 8.7 3 58 6.0 -1.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 8.7 3 58 5.9 -1.3
VTI Vanguard Total Stock Market Index Fund 8.7 3 58 5.8 -1.4
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 8.7 15 46 6.2 -1.0
SNPE Xtrackers S&P 500 ESG ETF 8.7 10 51 6.1 -1.1
VLUE iShares MSCI USA Value Factor ETF 8.7 15 46 12.0 +4.8
WOMN Impact Shares YWCA Women's Empowerment ETF 8.7 75 -14 5.7 -1.5
SPMV Invesco S&P 500 Minimum Variance ETF 8.7 10 51 6.1 -1.1
COWZ Pacer US Cash Cows 100 ETF 8.7 49 12 11.8 +4.6
RECS Columbia Research Enhanced Core ETF 8.7 15 46 7.1 -0.0
DSTL Distillate US Fundamental Stability & Value ETF 8.7 39 22 8.2 +1.1
DFAU Dimensional US Core Equity Market ETF 8.6 12 49 6.2 -0.9
LRGF iShares Edge MSCI Multifactor USA ETF 8.6 8 53 7.1 -0.1
NULV Nuveen ESG Large-Cap Value ETF 8.6 25 36 8.5 +1.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 8.6 15 46 5.7 -1.5
MMTM SPDR S&P 1500 Momentum Tilt ETF 8.6 12 49 6.0 -1.2
NACP Impact Shares NAACP Minority Empowerment ETF 8.5 49 12 5.8 -1.4
AVUS Avantis U.S. Equity ETF 8.5 15 46 7.1 -0.0
FNDX Schwab Fundamental U.S. Large Co. Index ETF 8.5 25 36 7.8 +0.7
VIG Vanguard Dividend Appreciation Index Fund 8.5 6 55 6.4 -0.7
EUSA iShares MSCI USA Equal Weighted ETF 8.5 9 52 6.9 -0.3
PRF Invesco FTSE RAFI US 1000 ETF 8.5 39 22 7.8 +0.6
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 8.5 35 26 5.1 -2.1
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 8.5 57 4 4.9 -2.3
WRND IQ Global Equity R&D Leaders ETF 8.4 18 43 7.5 +0.3
FLRG Fidelity U.S. Multifactor ETF 8.4 29 32 8.0 +0.9
SIZE iShares MSCI USA Size Factor ETF 8.4 15 46 6.7 -0.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 8.4 14 47 6.1 -1.1
DSI iShares MSCI KLD 400 Social ETF 8.4 25 36 6.0 -1.2
VOT Vanguard Mid-Cap Growth Index Fund 8.3 7 54 5.0 -2.1
VLU SPDR S&P 1500 Value Tilt ETF 8.3 12 49 8.5 +1.3
RVRB Reverb ETF 8.3 30 31 5.9 -1.3
SSPY Syntax Stratified LargeCap ETF 8.3 30 31 7.4 +0.2
AVLV Avantis U.S. Large Cap Value ETF 8.3 15 46 9.1 +2.0
NZRO Strategy Shares Halt Climate Change ETF 8.3 95 -34 1.8 -5.3
FNDB Schwab Fundamental U.S. Broad Market Index ETF 8.2 25 36 7.7 +0.5
VUSE Vident Core US Equity Fund 8.2 50 11 7.4 +0.2
USXF iShares ESG Advanced MSCI USA ETF 8.1 10 51 5.9 -1.3
PKW Invesco Buyback Achievers ETF 8.1 64 -3 9.8 +2.6
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 8.0 25 36 6.6 -0.5
JEPI JPMorgan Equity Premium Income ETF 8.0 35 26 6.1 -1.0
LVOL American Century Low Volatility ETF 8.0 29 32 6.1 -1.0
SAMT Strategas Macro Thematic Opportunities ETF 8.0 65 -4 4.1 -3.1
JMOM JPMorgan U.S. Momentum Factor ETF 8.0 12 49 6.7 -0.5
FDWM Fidelity Women's Leadership ETF 7.9 59 2 5.9 -1.2
DFAC Dimensional U.S. Core Equity 2 ETF 7.9 19 42 6.8 -0.4
SIXA 6 Meridian Mega Cap Equity ETF 7.9 82 -21 7.7 +0.6
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 7.9 12 49 5.5 -1.6
VYM Vanguard High Dividend Yield Index ETF 7.9 6 55 8.4 +1.2
VO Vanguard Mid-Cap Index Fund 7.9 4 57 6.8 -0.4
RFFC RiverFront Dynamic US Flex-Cap ETF 7.9 52 9 7.4 +0.2
VFMF Vanguard U.S. Multifactor ETF 7.9 18 43 10.1 +2.9
QWLD SPDR MSCI World StrategicFactors ETF 7.8 30 31 7.1 -0.0
ENTR Entrepreneur 30 Fund 7.8 49 12 2.4 -4.8
FSST Fidelity Sustainability U.S. Equity ETF 7.8 59 2 5.8 -1.4
VFMV Vanguard U.S. Minimum Volatility ETF 7.8 13 48 6.5 -0.7
CATH Global X S&P 500 Catholic Values Custom ETF 7.8 29 32 5.8 -1.3
XLG Invesco S&P 500 Top 50 ETF 7.8 20 41 5.2 -1.9
FDRR Fidelity Dividend ETF for Rising Rates 7.8 29 32 9.1 +2.0
SFY SoFi Select 500 ETF 7.8 0 61 5.8 -1.4
IWR iShares Russell Midcap ETF 7.7 18 43 6.5 -0.7
QDEF FlexShares Quality Dividend Defensive Index Fund 7.7 37 24 7.5 +0.4
IMCG iShares Morningstar Mid-Cap Growth ETF 7.7 6 55 5.0 -2.1
OEF iShares S&P 100 ETF 7.7 20 41 5.7 -1.5
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 7.6 20 41 5.3 -1.9
MBOX Freedom Day Dividend ETF 7.6 39 22 8.8 +1.7
JHMM John Hancock Multifactor Mid Cap ETF 7.6 41 20 7.7 +0.6
CNCR Loncar Cancer Immunotherapy ETF 7.6 79 -18 -2.3 -9.5
IPDP Dividend Performers ETF 7.6 89 -28 6.0 -1.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 7.5 60 1 6.2 -0.9
CGGO Capital Group Global Growth Equity ETF 7.5 47 14 4.3 -2.9
YPS Arrow Reverse Cap 500 ETF 7.5 29 32 6.9 -0.3
FLLV Franklin Liberty U.S. Low Volatility ETF 7.5 29 32 6.4 -0.8
CACG ClearBridge All Cap Growth ETF 7.5 53 8 3.9 -3.3
FDHT Fidelity Digital Health ETF 7.4 39 22 0.2 -7.0
TMFX Motley Fool Next Index ETF 7.4 50 11 3.7 -3.4
XDNA Strategic CRISPR & Gene Editing Technology ETF 7.4 78 -17 -3.0 -10.2
PEXL Pacer US Export Leaders ETF 7.4 60 1 6.8 -0.4
SCHG Schwab U.S. Large-Cap Growth ETF 7.3 40 21 4.5 -2.7
FCTR First Trust Lunt U.S. Factor Rotation ETF 7.3 65 -4 4.7 -2.4
HDV iShares Core High Dividend ETF 7.3 8 53 9.6 +2.5
ONEV SPDR Russell 1000 Low Volatility Focus ETF 7.3 20 41 8.5 +1.4
FQAL Fidelity Quality Factor ETF 7.3 29 32 7.0 -0.2
JGRO JPMorgan Active Growth ETF 7.3 44 17 4.2 -3.0
FDLO Fidelity Low Volatility Factor ETF 7.2 29 32 5.9 -1.3
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 7.2 15 46 6.2 -0.9
AUSF Global X Adaptive U.S. Factor ETF 7.2 27 34 10.3 +3.1
SMDY Syntax Stratified MidCap ETF 7.1 35 26 8.1 +0.9
WTV WisdomTree US Value Fund 7.1 12 49 9.4 +2.3
TOK iShares MSCI Kokusai ETF 7.1 25 36 6.3 -0.9
QLC FlexShares US Quality Large Cap Index Fund 7.1 25 36 6.9 -0.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 7.0 25 36 7.8 +0.6
KOKU Xtrackers MSCI Kokusai Equity ETF 7.0 9 52 6.5 -0.6
IMCB iShares Morningstar Mid-Cap ETF 7.0 4 57 6.9 -0.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 6.9 4 57 6.9 -0.2
QDIV Global X S&P 500 Quality Dividend ETF 6.9 20 41 9.5 +2.4
RNMC Mid Cap US Equity Select ETF 6.9 60 1 8.9 +1.8
DIVB iShares Core Dividend 6.9 5 56 8.9 +1.8
QUAL iShares MSCI Usa Quality Factor ETF 6.9 15 46 7.2 +0.0
FEX First Trust Large Cap Core AlphaDEX Fund 6.9 59 2 7.4 +0.2
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 6.8 17 44 8.4 +1.3
CGGR Capital Group Growth ETF 6.8 39 22 4.0 -3.2
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 6.8 35 26 9.4 +2.3
GVLU Gotham 1000 Value ETF 6.8 50 11 10.8 +3.7
GLOF iShares Global Equity Factor ETF 6.8 20 41 8.7 +1.5
SHE SPDR SSGA Gender Diversity Index ETF 6.7 20 41 6.0 -1.2
URTH iShares MSCI World ETF 6.7 24 37 6.5 -0.7
ILCG iShares Morningstar Growth ETF 6.7 4 57 4.8 -2.3
IQSM IQ Candriam ESG U.S. Mid Cap Equity ETF 6.7 15 46 7.3 +0.1
EQAL Invesco Russell 1000 Equal Weight ETF 6.7 20 41 7.0 -0.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 6.6 70 -9 6.2 -1.0
FTA First Trust Large Cap Value AlphaDEX Fund 6.6 59 2 10.4 +3.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 6.6 12 49 6.2 -1.0
KONG Formidable Fortress ETF 6.6 89 -28 6.0 -1.1
VFQY Vanguard U.S. Quality Factor ETF 6.6 13 48 8.3 +1.1
KRUZ Unusual Whales Subversive Republican Trading ETF 6.6 75 -14 6.3 -0.9
KOMP SPDR Kensho New Economies Composite ETF 6.6 20 41 -1.1 -8.2
HAPI Harbor Corporate Culture ETF 6.5 36 25 5.6 -1.6
XT iShares Exponential Technologies ETF 6.4 46 15 3.5 -3.7
VBK Vanguard Small-Cap Growth Index Fund 6.4 7 54 1.7 -5.4
SPVM Invesco S&P 500 Value with Momentum ETF 6.4 39 22 10.0 +2.9
DIVD Altrius Global Dividend ETF 6.4 49 12 11.8 +4.6
FMIL Fidelity New Millennium ETF 6.4 59 2 6.3 -0.8
DURA VanEck Morningstar Durable Dividend ETF 6.4 29 32 8.0 +0.8
AHOY Newday Ocean Health ETF 6.4 75 -14 6.3 -0.8
MOAT VanEck Morningstar Wide Moat ETF 6.3 47 14 6.0 -1.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 6.3 20 41 6.8 -0.3
QQQN VictoryShares Nasdaq Next 50 ETF 6.3 18 43 6.6 -0.5
FLDZ RiverNorth Volition America Patriot ETF 6.3 70 -9 6.9 -0.3
LCF Touchstone US Large Cap Focused ETF 6.2 69 -8 5.0 -2.1
JHDV John Hancock U.S. High Dividend ETF 6.2 34 27 8.3 +1.2
SCHM Schwab U.S. Mid-Cap ETF 6.2 4 57 6.5 -0.6
FTC First Trust Large Cap Growth AlphaDEX Fund 6.2 59 2 4.7 -2.5
ONEO SPDR Russell 1000 Momentum Focus ETF 6.2 20 41 8.9 +1.7
XJH iShares ESG Screened S&P Mid-Cap ETF 6.1 12 49 8.3 +1.2
SSPX Janus Henderson U.S. Sustainable Equity ETF 6.1 55 6 4.2 -3.0
TMFE Motley Fool Capital Efficiency 100 Index ETF 6.1 50 11 5.6 -1.5
FVD First Trust Value Line Dividend Index Fund 6.1 67 -6 6.7 -0.4
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 6.0 35 26 7.8 +0.6
QGRO American Century STOXX U.S. Quality Growth ETF 6.0 29 32 5.9 -1.3
SFYX Sofi Next 500 ETF 6.0 0 61 6.2 -1.0
ACWI iShares MSCI ACWI ETF 6.0 32 29 6.5 -0.7
GURU Global X Guru Index ETF 6.0 75 -14 5.4 -1.8
BFTR Future Innovators ETF 6.0 80 -19 2.4 -4.8
EGUS iShares ESG Aware MSCI USA Growth ETF 6.0 15 46 4.9 -2.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 6.0 75 -14 9.7 +2.6
SRHQ SRH U.S. Quality ETF 5.9 35 26 9.2 +2.0
DUSA Davis Select U.S. Equity ETF 5.9 61 0 9.5 +2.3
VALQ American Century STOXX U.S. Quality Value ETF 5.9 29 32 10.0 +2.9
AIVL WisdomTree U.S. AI Enhanced Value Fund 5.8 38 23 7.4 +0.2
UDI USCF Dividend Income Fund 5.8 65 -4 8.7 +1.6
INNO Harbor Disruptive Innovation ETF 5.8 75 -14 -3.3 -10.5
MDY SPDR S&P Midcap 400 ETF Trust 5.8 22 39 8.2 +1.0
DGRW WisdomTree U.S. Quality Dividend Growth Fund 5.8 28 33 6.6 -0.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 5.7 15 46 8.9 +1.7
FSMO Fidelity Small-Mid Cap Opportunities ETF 5.7 64 -3 8.0 +0.8
EQUL IQ Engender Equality ETF 5.7 45 16 7.5 +0.3
IQSU IQ Candriam ESG US Equity ETF 5.7 9 52 5.6 -1.6
ESGG FlexShares STOXX Global ESG Impact Index Fund 5.7 42 19 6.4 -0.8
VT Vanguard Total World Stock ETF 5.7 7 54 6.7 -0.5
IJH iShares Core S&P Mid-Cap ETF 5.6 5 56 8.4 +1.2
IVOO Vanguard S&P Mid-Cap 400 ETF 5.6 10 51 8.3 +1.1
SPMD SPDR Portfolio Mid Cap ETF 5.6 5 56 8.3 +1.2
FDVV Fidelity Core Dividend ETF 5.6 29 32 11.1 +3.9
NUMG Nuveen ESG Mid-Cap Growth ETF 5.6 30 31 4.5 -2.7
EDOC Global X Telemedicine & Digital Health ETF 5.6 68 -7 -6.8 -13.9
IMCV iShares Morningstar Mid-Cap Value ETF 5.5 6 55 9.1 +1.9
AFMC First Trust Active Factor Mid Cap ETF 5.5 65 -4 9.8 +2.6
LGLV SPDR Russell 1000 Low Volatility ETF 5.5 12 49 6.0 -1.1
DEW WisdomTree Global High Dividend Fund 5.5 58 3 10.5 +3.3
IWF iShares Russell 1000 Growth ETF 5.5 18 43 5.3 -1.8
VONG Vanguard Russell 1000 Growth Index Fund 5.5 8 53 5.4 -1.7
IUSV iShares Core S&P U.S. Value ETF 5.5 4 57 6.9 -0.3
IWS iShares Russell Mid-Cap Value ETF 5.5 23 38 7.6 +0.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 5.4 15 46 8.4 +1.3
BIBL Inspire ETF 5.4 35 26 5.7 -1.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 5.4 7 54 5.9 -1.3
PRAY FIS Biblically Responsible Risk Managed ETF 5.4 68 -7 6.1 -1.1
VOOV Vanguard S&P 500 Value ETF 5.4 10 51 6.6 -0.6
IVE iShares S&P 500 Value ETF 5.4 18 43 6.5 -0.6
ZIG The Acquirers Fund 5.4 89 -28 17.9 +10.8
SPYV SPDR Portfolio S&P 500 Value ETF 5.4 4 57 6.7 -0.5
SPHQ Invesco S&P 500 Quality ETF 5.4 15 46 6.2 -0.9
SDOG ALPS Sector Dividend Dogs ETF 5.3 40 21 11.5 +4.3
IJK iShares S&P Mid-Cap 400 Growth ETF 5.3 17 44 7.2 +0.1
CGDV Capital Group Dividend Value ETF 5.3 33 28 6.4 -0.8
MDYG SPDR S&P 400 Mid Cap Growth ETF 5.3 15 46 7.3 +0.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 5.3 9 52 6.4 -0.7
NULG Nuveen ESG Large-Cap Growth ETF 5.3 25 36 4.9 -2.3
FLV American Century Focused Large Cap Value ETF 5.3 42 19 6.9 -0.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 5.3 15 46 7.2 +0.1
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 5.3 25 36 9.9 +2.7
IOO iShares Global 100 ETF 5.2 40 21 6.3 -0.9
IVOV Vanguard S&P Mid-Cap 400 Value ETF 5.2 15 46 9.5 +2.3
VFVA Vanguard U.S. Value Factor ETF 5.2 13 48 12.0 +4.8
RDVY First Trust Rising Dividend Achievers ETF 5.2 50 11 10.2 +3.0
IJJ iShares S&P Mid-Cap 400 Value ETF 5.2 18 43 9.4 +2.3
ECOZ TrueMark ESG Active Opportunities ETF 5.2 58 3 4.9 -2.2
MDYV SPDR S&P 400 Mid Cap Value ETF 5.2 15 46 9.5 +2.3
WLDR Affinity World Leaders Equity ETF 5.1 67 -6 9.6 +2.5
DVND Touchstone Dividend Select ETF 5.1 67 -6 6.8 -0.4
QDF FlexShares Quality Dividend Index Fund 5.1 37 24 8.0 +0.8
BBLU EA Bridgeway Blue Chip ETF 5.1 15 46 6.3 -0.9
EWMC Invesco S&P MidCap 400 Equal Weight ETF 5.1 40 21 8.2 +1.0
WKLY SoFi Weekly Dividend ETF 5.1 49 12 8.8 +1.6
VOE Vanguard Mid-Cap Value Index Fund 5.1 7 54 8.6 +1.5
CGUS Capital Group Core Equity ETF 5.1 33 28 5.8 -1.4
TMFS Motley Fool Small Cap Growth ETF 5.1 85 -24 2.9 -4.3
IDNA iShares Genomics Immunology & Healthcare ETF 5.1 47 14 -7.2 -14.3
SNPV Xtrackers S&P ESG Value ETF 5.0 15 46 6.7 -0.5
FSMD Fidelity Small-Mid Factor ETF 4.9 29 32 8.2 +1.1
SPVU Invesco S&P 500 Enhanced Value ETF 4.9 13 48 12.2 +5.0
ETHO Etho Climate Leadership U.S. ETF 4.9 47 14 5.4 -1.7
TMFC Motley Fool 100 Index ETF 4.9 50 11 4.5 -2.6
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 4.9 39 22 6.2 -0.9
KLDW Gavekal Knowledge Leaders Developed World ETF 4.9 75 -14 5.7 -1.5
RFDA RiverFront Dynamic US Dividend Advantage ETF 4.9 52 9 7.6 +0.4
LVHD Legg Mason Low Volatility High Dividend ETF 4.8 27 34 9.6 +2.4
IBRN iShares Neuroscience and Healthcare ETF 4.8 47 14 -2.8 -10.0
DUHP Dimensional US High Profitability ETF 4.8 22 39 8.4 +1.3
VXF Vanguard Extended Market Index Fund 4.8 6 55 4.3 -2.9
QDYN FlexShares Quality Dividend Dynamic Index Fund 4.8 37 24 8.7 +1.5
RPV Invesco S&P 500 Pure Value ETF 4.7 35 26 12.8 +5.6
KOCG FIS Knights of Columbus Global Belief ETF 4.7 75 -14 7.5 +0.4
FAB First Trust Multi Cap Value AlphaDEX Fund 4.7 69 -8 11.4 +4.2
KVLE KFA Value Liner Dynamic Core Equity Index ETF 4.6 55 6 6.8 -0.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 4.6 24 37 8.7 +1.6
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 4.6 75 -14 6.5 -0.7
SAGP Strategas Global Policy Opportunities ETF 4.6 65 -4 7.5 +0.3
BKSE BNY Mellon US Small Cap Core Equity ETF 4.6 4 57 6.1 -1.0
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 4.6 30 31 8.9 +1.7
YLDE ClearBridge Dividend Strategy ESG ETF 4.6 59 2 5.9 -1.3
BFOR Barron's 400 ETF 4.6 65 -4 9.1 +1.9
VUG Vanguard Growth Index Fund 4.5 4 57 4.8 -2.4
SCHD Schwab U.S. Dividend Equity ETF 4.5 6 55 9.6 +2.4
FNK First Trust Mid Cap Value AlphaDEX Fund 4.5 70 -9 12.9 +5.7
MOTE VanEck Morningstar ESG Moat ETF 4.4 49 12 6.3 -0.9
DGT SPDR Global Dow ETF 4.4 50 11 7.8 +0.7
NTZG Nuveen Global Net Zero Transition ETF 4.4 55 6 5.5 -1.6
VB Vanguard Small-Cap ETF 4.4 5 56 6.1 -1.1
BOSS Global X Founder-Run Companies ETF 4.4 45 16 3.5 -3.7
NANC Unusual Whales Subversive Democratic Trading ETF 4.4 75 -14 4.9 -2.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 4.4 63 -2 3.6 -3.6
XMMO Invesco S&P MidCap Momentum ETF 4.4 33 28 6.7 -0.5
OALC OneAscent Large Cap Core ETF 4.4 76 -15 6.4 -0.7
ROCI ROC ETF 4.3 49 12 5.2 -1.9
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 4.3 60 1 5.8 -1.4
AMID Argent Mid Cap ETF 4.2 52 9 9.3 +2.1
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.2 35 26 6.7 -0.5
FNX First Trust Mid Cap Core AlphaDEX Fund 4.2 59 2 8.3 +1.2
SMMD iShares Russell 2500 ETF 4.2 15 46 6.3 -0.8
LRGE ClearBridge Large Cap Growth ESG ETF 4.2 59 2 3.6 -3.5
MDCP VictoryShares THB Mid Cap ESG ETF 4.2 55 6 6.2 -0.9
LEAD Siren DIVCON Leaders Dividend ETF 4.2 43 18 6.5 -0.7
VSDA VictoryShares Dividend Accelerator ETF 4.1 35 26 7.0 -0.2
CWS AdvisorShares Focused Equity ETF 4.1 66 -5 6.0 -1.2
SDG iShares Sustainable MSCI Global Impact ETF 4.1 49 12 6.7 -0.5
DFND Siren DIVCON Dividend Defender ETF 4.1 150 -89 5.8 -1.4
XMHQ Invesco S&P MidCap Quality ETF 4.1 25 36 9.4 +2.2
HAPY Harbor Corporate Culture Leaders ETF 4.1 36 25 4.8 -2.3
BLES Inspire Global Hope Large Cap ETF 4.0 49 12 7.3 +0.1
RFV Invesco S&P Midcap 400 Pure Value ETF 4.0 35 26 11.7 +4.5
LYFE 2nd Vote Life Neutral Plus ETF 4.0 75 -14 7.3 +0.2
BRNY Burney U.S. Factor Rotation ETF 4.0 79 -18 8.2 +1.0
IWY iShares Russell Top 200 Growth ETF 4.0 20 41 5.4 -1.8
MAGA Point Bridge GOP Stock Tracker ETF 3.9 72 -11 6.8 -0.4
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 3.9 80 -19 8.3 +1.2
EZM WisdomTree U.S. MidCap Earnings Fund 3.9 38 23 11.3 +4.2
QQMG Invesco ESG NASDAQ 100 ETF 3.9 20 41 5.5 -1.7
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 3.9 21 40 4.1 -3.1
SPHB Invesco S&P 500 High Beta ETF 3.9 25 36 5.7 -1.5
DWLD Davis Select Worldwide ETF 3.9 62 -1 7.9 +0.7
ALTL Pacer Lunt Large Cap Alternator ETF 3.9 60 1 6.3 -0.9
GVIP Goldman Sachs Hedge Industry VIP ETF 3.9 45 16 4.5 -2.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.9 70 -9 3.2 -3.9
QGRW WisdomTree U.S. Quality Growth Fund 3.9 28 33 5.2 -2.0
ARKK ARK Innovation ETF 3.9 75 -14 -6.3 -13.5
PDP Invesco DWA Momentum ETF 3.9 62 -1 6.0 -1.2
QQQ Invesco QQQ Trust 3.8 20 41 5.1 -2.1
QQQM Invesco NASDAQ 100 ETF 3.8 15 46 5.4 -1.8
VNSE Natixis Vaughan Nelson Select ETF 3.8 80 -19 4.0 -3.2
PWB Invesco Dynamic Large Cap Growth ETF 3.8 56 5 5.1 -2.1
TOLL Tema Monopolies and Oligopolies ETF 3.7 75 -14 4.0 -3.2
TINY ProShares Nanotechnology ETF 3.7 58 3 1.4 -5.7
ISCG iShares Morningstar Small-Cap Growth ETF 3.7 6 55 2.1 -5.1
HVAL ALPS Hillman Active Value ETF 3.7 55 6 7.6 +0.4
CIRC JPMorgan Sustainable Consumption ETF 3.7 49 12 5.6 -1.5
TECB iShares US Tech Breakthrough Multisector ETF 3.7 40 21 4.8 -2.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.7 39 22 14.2 +7.0
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 3.7 20 41 6.3 -0.8
UVDV UVA Dividend Value ETF 3.7 80 -19 7.8 +0.7
FBCG Fidelity Blue Chip Growth ETF 3.6 59 2 2.4 -4.8
DHS WisdomTree U.S. High Dividend Fund 3.6 38 23 10.1 +3.0
PAWZ ProShares Pet Care ETF 3.6 50 11 2.9 -4.2
EQOP Natixis U.S. Equity Opportunities ETF 3.6 85 -24 5.7 -1.4
EGIS 2nd Vote Society Defended ETF 3.6 75 -14 6.7 -0.5
IQM Franklin Intelligent Machines ETF 3.5 50 11 3.6 -3.6
JHSC John Hancock Multifactor Small Cap ETF 3.5 42 19 7.1 -0.1
NVQ QRAFT AI-Enhanced US Next Value ETF 3.5 75 -14 13.2 +6.1
EDOW First Trust Dow 30 Equal Weight ETF 3.5 50 11 7.3 +0.2
DJD Invesco Dow Jones Industrial Average Dividend ETF 3.5 7 54 10.2 +3.0
DIA SPDR Dow Jones Industrial Average ETF Trust 3.5 16 45 6.7 -0.5
GFGF Guru Favorite Stocks ETF 3.5 65 -4 6.5 -0.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 3.4 80 -19 7.1 -0.1
MGK Vanguard Mega Cap Growth ETF 3.4 7 54 4.8 -2.3
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 3.4 30 31 9.5 +2.3
MOTG VanEck Morningstar Global Wide Moat ETF 3.4 52 9 6.9 -0.3
ISCB iShares Morningstar Small-Cap ETF 3.4 4 57 5.2 -2.0
NUMV Nuveen ESG Mid-Cap Value ETF 3.4 30 31 9.4 +2.3
YALL God Bless America ETF 3.4 65 -4 3.8 -3.4
VEGN US Vegan Climate ETF 3.4 60 1 5.5 -1.7
OUSM ALPS O'Shares Russell Small Cap Quality Dividend ETF 3.4 48 13 8.0 +0.8
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 3.4 17 44 5.7 -1.5
FPX First Trust US IPO Index Fund 3.3 57 4 1.1 -6.0
CVAR Cultivar ETF 3.3 87 -26 8.6 +1.4
JSTC Adasina Social Justice All Cap Global ETF 3.3 89 -28 6.3 -0.8
SMOT VanEck Morningstar SMID Moat ETF 3.3 49 12 8.3 +1.2
GDVD R3 Global Dividend Growth ETF 3.3 88 -27 7.1 -0.1
DIVY Sound Equity Income ETF 3.2 45 16 11.0 +3.8
RWK Invesco S&P MidCap 400 Revenue ETF 3.2 39 22 10.0 +2.9
ONEY SPDR Russell 1000 Yield Focus ETF 3.2 20 41 10.8 +3.7
RYJ Invesco Raymond James SB-1 Equity ETF 3.2 81 -20 5.4 -1.8
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 3.2 45 16 6.2 -1.0
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 3.1 30 31 6.0 -1.2
ISCV iShares Morningstar Small Cap Value ETF 3.1 6 55 8.5 +1.3
SDY SPDR S&P Dividend ETF 3.1 35 26 7.2 +0.1
DVY iShares Select Dividend ETF 3.1 39 22 10.3 +3.2
ABEQ Absolute Core Strategy ETF 3.1 85 -24 4.9 -2.3
GDIV Harbor Dividend Growth Leaders ETF 3.0 50 11 7.0 -0.2
WGRO WisdomTree U.S. Growth & Momentum Fund 3.0 55 6 7.3 +0.2
TMDV ProShares Russell US Dividend Growers ETF 3.0 36 25 6.4 -0.7
SYLD Cambria Shareholder Yield ETF 2.9 59 2 12.8 +5.7
BKUS BNY Mellon Sustainable US Equity ETF 2.9 60 1 5.4 -1.8
WCEO Hypatia Women CEO ETF 2.9 85 -24 5.8 -1.4
DIVZ TrueShares Low Volatility Equity Income ETF 2.9 65 -4 8.9 +1.8
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.9 30 31 8.9 +1.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.9 60 1 4.8 -2.3
UPWD JPMorgan Social Advancement ETF 2.8 49 12 5.8 -1.4
SPDV AAM S&P 500 High Dividend Value ETF 2.8 29 32 11.9 +4.7
VBR Vanguard Small Cap Value Index Fund 2.8 7 54 9.2 +2.0
USVT US Value ETF 2.8 49 12 12.3 +5.1
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.7 15 46 7.3 +0.2
PY Principal Shareholder Yield Index ETF 2.7 15 46 8.2 +1.0
DTEC ALPS Disruptive Technologies ETF 2.6 50 11 4.1 -3.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.6 95 -34 2.4 -4.7
VNMC Natixis Vaughan Nelson Mid Cap ETF 2.6 85 -24 6.5 -0.6
RUFF Alpha Dog ETF 2.6 90 -29 5.6 -1.6
FNDA Schwab Fundamental U.S. Small Co. Index ETF 2.5 25 36 6.6 -0.6
DON WisdomTree U.S. MidCap Dividend Fund 2.5 38 23 9.8 +2.7
BUZZ VanEck Social Sentiment ETF 2.5 75 -14 1.9 -5.3
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 2.5 35 26 9.6 +2.4
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 2.5 35 26 7.3 +0.1
DIVS SmartETFs Dividend Builder ETF 2.5 65 -4 5.3 -1.8
SPYD SPDR S&P 500 High Dividend ETF 2.4 7 54 11.1 +4.0
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.4 75 -14 6.4 -0.8
NUSC Nuveen ESG Small-Cap ETF 2.4 30 31 5.6 -1.6
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 2.4 108 -47 2.7 -4.5
ISMD Inspire Small/Mid Cap Impact ETF 2.4 48 13 5.8 -1.3
SFYF SoFi 50 ETF 2.3 29 32 -6.4 -13.6
FIW First Trust Water ETF 2.3 53 8 4.5 -2.7
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.3 52 9 6.5 -0.6
BLLD JPMorgan Sustainable Infrastructure ETF 2.2 49 12 6.1 -1.1
DFSV Dimensional US Small Cap Value ETF 2.2 31 30 9.5 +2.3
LZRD Parabla Innovation ETF 2.2 69 -8 -8.0 -15.1
STXK Strive Small-Cap ETF 2.2 18 43 5.4 -1.7
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.1 60 1 9.9 +2.7
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.1 35 26 8.9 +1.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.1 39 22 4.1 -3.1
DBLV AdvisorShares DoubleLine Value Equity ETF 2.1 91 -30 11.1 +3.9
WBIY WBI Power Factor High Dividend ETF 2.1 70 -9 15.4 +8.3
ESGS Columbia Sustainable U.S. Equity Income ETF 2.0 35 26 7.7 +0.5
ROBO Robo Global Robotics & Automation Index ETF 2.0 95 -34 3.3 -3.9
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.0 49 12 3.9 -3.3
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.0 60 1 8.5 +1.4
QQQS Invesco NASDAQ Future Gen 200 ETF 2.0 20 41 -8.5 -15.6
MBCC Monarch Blue Chips Core ETF 2.0 125 -64 3.8 -3.4
SCHA Schwab U.S. Small-Cap ETF 2.0 4 57 5.6 -1.6
FDG American Century Focused Dynamic Growth ETF 1.9 45 16 3.0 -4.2
PSCH Invesco S&P SmallCap Health Care ETF 1.9 29 32 3.1 -4.1
QVAL Alpha Architect U.S. Quantitative Value ETF 1.9 49 12 14.2 +7.0
MVPS Amplify Thematic All-Stars ETF 1.9 49 12 2.0 -5.2
OSCV Opus Small Cap Value Plus ETF 1.9 79 -18 6.4 -0.8
DFAS Dimensional U.S. Small Cap ETF 1.8 28 33 6.9 -0.3
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.8 30 31 5.1 -2.1
PEY Invesco High Yield Equity Dividend Achievers ETF 1.8 53 8 9.3 +2.1
SQEW LeaderShares Equity Skew ETF 1.7 75 -14 5.4 -1.8
ACSI American Customer Satisfaction Core Alpha ETF 1.7 65 -4 6.1 -1.1
IPO Renaissance IPO ETF 1.7 60 1 -0.2 -7.3
DSMC Distillate Small/Mid Cash Flow ETF 1.7 55 6 13.7 +6.5
ICAP InfraCap Equity Income Fund ETF 1.7 80 -19 11.2 +4.0
AESR Anfield U.S. Equity Sector Rotation ETF 1.6 112 -51 5.4 -1.7
FFND Future Fund Active ETF 1.6 101 -40 2.3 -4.9
AIEQ AI Powered Equity ETF 1.6 75 -14 6.8 -0.4
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.6 47 14 6.1 -1.1
GGRW Gabelli Growth Innovators ETF 1.6 90 -29 3.3 -3.8
DFAT Dimensional U.S. Targeted Value ETF 1.6 29 32 9.5 +2.4
FITE SPDR Kensho Future Security ETF 1.6 45 16 3.3 -3.8
CVY Invesco Zacks Multi-Asset Income ETF 1.5 100 -39 11.1 +4.0
AFSM First Trust Active Factor Small Cap ETF 1.4 75 -14 10.1 +2.9
LCLG Logan Capital Broad Innovative Growth ETF 1.4 99 -38 6.1 -1.1
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.4 65 -4 2.4 -4.8
CGV Conductor Global Equity Value ETF 1.3 128 -67 11.4 +4.3
OAIE Optimize AI Smart Sentiment Event-Driven ETF 1.3 100 -39 6.0 -1.1
TMFG Motley Fool Global Opportunities ETF 1.3 85 -24 4.2 -3.0
XMLV Invesco S&P MidCap Low Volatility ETF 1.2 25 36 7.7 +0.6
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.2 85 -24 5.9 -1.2
MOO VanEck Agribusiness ETF 1.2 52 9 9.0 +1.9
GK AdvisorShares Gerber Kawasaki ETF 1.2 81 -20 5.0 -2.2
CBSE Changebridge Capital Sustainable Equity ETF 1.2 85 -24 3.3 -3.8
FDL First Trust Morningstar Dividend Leaders Index Fund 1.2 45 16 10.7 +3.5
ARB AltShares Merger Arbitrage ETF 1.1 67 -6 8.0 +0.8
MGMT Ballast Small/Mid Cap ETF 1.0 110 -49 7.4 +0.2
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.0 60 1 8.4 +1.2
CSD Invesco S&P Spin-Off ETF 1.0 65 -4 6.4 -0.7
SNSR Global X Internet of Things Thematic ETF 0.9 68 -7 4.5 -2.7
XDAT Franklin Exponential Data ETF 0.9 50 11 4.0 -3.1
BFIT Global X Health & Wellness ETF 0.9 50 11 5.6 -1.5
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 0.9 96 -35 5.5 -1.7
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.8 12 49 8.2 +1.0
AOTG AOT Growth and Innovation ETF 0.8 75 -14 3.0 -4.1
XITK SPDR FactSet Innovative Technology ETF 0.8 45 16 0.2 -7.0
FDN First Trust Dow Jones Internet Index Fund 0.8 51 10 2.8 -4.3
PHO Invesco Water Resources ETF 0.8 60 1 4.7 -2.4
PIO Invesco Global Water ETF 0.8 75 -14 5.4 -1.8
GSFP Goldman Sachs Future Planet Equity ETF 0.8 75 -14 3.9 -3.3
BTHM BlackRock Future U.S. Themes ETF 0.8 60 1 6.2 -1.0
PRNT The 3D Printing ETF 0.8 66 -5 -4.0 -11.1
DBGR Xtrackers MSCI Germany Hedged Equity ETF 0.8 45 16 8.1 +1.0
VAMO Cambria Value & Momentum ETF 0.8 64 -3 12.4 +5.2
DIP BTD Capital Fund 0.7 129 -68 4.6 -2.6
THCX The Cannabis ETF 0.7 75 -14 -204.8 -211.9
SQLV Legg Mason Small-Cap Quality Value 0.5 61 0 11.3 +4.2
EES WisdomTree SmallCap Earnings Fund 0.5 38 23 12.4 +5.2
IVEG iShares Emergent Food and AgTech Multisector ETF 0.5 47 14 8.9 +1.7
AZTD Aztlan Global Stock Selection DM SMID ETF 0.5 75 -14 7.0 -0.2
FYC First Trust Small Cap Growth AlphaDEX Fund 0.5 70 -9 2.0 -5.2
AVUV Avantis U.S. Small Cap Value ETF 0.4 25 36 11.2 +4.1
WCLD WisdomTree Cloud Computing Fund 0.4 45 16 0.1 -7.1
SKYY First Trust Cloud Computing ETF 0.4 60 1 3.8 -3.3
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.4 65 -4 8.5 +1.4
JSML Janus Henderson Small Cap Growth Alpha ETF 0.4 30 31 8.9 +1.8
JFWD Jacob Forward ETF 0.4 75 -14 -12.0 -19.2
TMFM Motley Fool Mid-Cap Growth ETF 0.4 85 -24 4.5 -2.7
ARKF ARK Fintech Innovation ETF 0.4 75 -14 -1.8 -9.0
ARKW ARK Web x.0 ETF 0.4 83 -22 -5.0 -12.1
ARVR First Trust Indxx Metaverse ETF 0.4 70 -9 4.5 -2.7
IWFH iShares Virtual Work and Life Multisector ETF 0.4 47 14 -1.2 -8.4
BYOB SoFi Be Your Own Boss ETF 0.4 59 2 -3.0 -10.1
PLAT WisdomTree Modern Tech Platforms Fund 0.4 20 41 0.8 -6.4
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 0.4 41 20 7.3 +0.2
FYX First Trust Small Cap Core AlphaDEX Fund 0.4 61 0 8.2 +1.0
TPHD Timothy Plan High Dividend Stock ETF 0.4 52 9 7.1 -0.1
DIV Global X SuperDividend US ETF 0.3 45 16 9.2 +2.1
ESIX SPDR S&P SmallCap 600 ESG ETF 0.3 12 49 8.5 +1.3
SMLE Xtrackers S&P SmallCap 600 ESG ETF 0.3 15 46 8.4 +1.2
BOUT Innovator IBD Breakout Opportunities ETF 0.3 80 -19 2.7 -4.5
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 22 8.4 +1.2
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.3 35 26 8.6 +1.4
DWAS Invesco DWA SmallCap Momentum ETF 0.3 60 1 2.8 -4.4
TPSC Timothy Plan US Small Cap Core ETF 0.3 52 9 8.7 +1.5
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.3 52 9 7.4 +0.2
SLYG SPDR S&P 600 Small Cap Growth ETF 0.3 15 46 7.0 -0.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.3 15 46 7.0 -0.2
IJT iShares S&P Small-Cap 600 Growth ETF 0.3 18 43 7.0 -0.2
CZA Invesco Zacks Mid-Cap ETF 0.3 69 -8 7.5 +0.3
VIOO Vanguard S&P Small-Cap 600 ETF 0.3 10 51 8.1 +0.9
IJR iShares Core S&P Small Cap ETF 0.3 6 55 8.1 +1.0
SLY SPDR S&P 600 Small Cap ETF 0.3 15 46 8.1 +0.9
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.2 5 56 8.2 +1.1
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.2 29 32 9.9 +2.8
HAP VanEck Natural Resources ETF 0.2 49 12 8.9 +1.7
IETC iShares Evolved U.S. Technology ETF 0.2 18 43 5.1 -2.0
CSML IQ Chaikin U.S. Small Cap ETF 0.2 35 26 6.6 -0.6
IJS iShares S&P Small-cap 600 Value ETF 0.2 18 43 9.3 +2.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.2 15 46 9.3 +2.1
SLYV SPDR S&P 600 Small Cap Value ETF 0.2 15 46 9.2 +2.1
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.2 47 14 7.1 -0.1
IBOT Vaneck Robotics ETF 0.2 47 14 3.9 -3.2
PNQI Invesco NASDAQ Internet ETF 0.2 60 1 3.0 -4.2
VERS ProShares Metaverse ETF 0.2 58 3 -5.3 -12.5
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.2 25 36 8.3 +1.2
FYT First Trust Small Cap Value AlphaDEX Fund 0.1 71 -10 11.8 +4.6
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 0.1 19 42 8.5 +1.3
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.1 46 15 7.4 +0.3
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 37 6.9 -0.3
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 36 8.5 +1.3
SSLY Syntax Stratified SmallCap ETF 0.1 35 26 7.2 +0.1
AVDE Avantis International Equity ETF 0.1 23 38 9.0 +1.9
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.1 36 25 8.9 +1.7
HFXI IQ 50 Percent Hedged FTSE International ETF 0.1 20 41 7.7 +0.5
DFIC Dimensional International Core Equity 2 ETF 0.1 23 38 8.0 +0.8
DEEF Xtrackers FTSE Developed ex US Comprehensive Factor ETF 0.1 24 37 8.7 +1.5
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.1 35 26 7.5 +0.3
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.0 41 20 7.7 +0.5
DFAI Dimensional International Core Equity Market ETF 0.0 18 43 7.5 +0.4
CNBS Amplify Seymour Cannabis ETF 0.0 75 -14 -49.1 -56.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 31 30 8.6 +1.4
AVSC Avantis U.S Small Cap Equity ETF 0.0 25 36 5.3 -1.9

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

  2018 2019 2020 2021 2022 2023E 2024E
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
  2022 2023E 2024E
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:

NEUTRAL

Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 16.1 %
Divided by: Fwd. P/BV 2.1 x
Less: Expense ratio 61 bp
Equals: ALTAR Score 7.2 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.47 CATEGORY
AVERAGE
1.50
 
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.