First Trust Small Cap Core AlphaDEX Fund
ALTAR
Score™		 8.2% info Recommen-
dation		 OVERWEIGHT
2023E    2024E
P/E
ratio		 12.2x P/Sales
ratio		 0.8x
P/BV
ratio		 1.3x Div.
yield		 2.7%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
First Trust Small Cap Core AlphaDEX Fund seeks investment results that correspond generally to the Defined Small Cap Core Index.

FUND BASICS
Category US Equities
Fund Sponsor First Trust Advisors LP
Website www.ftportfolios.com
Inception date May 08, 2007
Assets (mns) $758
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 526
Wgt avg mkt cap (mns) $1,888
Large cap (>$10bn) 0.0%
Mid cap ($2-10bn) 42.8%
Small cap (<$2bn) 52.8%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
GREEN BRICK PARTNERS, INC. 0.5 %
MODINE MANUFACTURING CO 0.4 %
E.L.F. BEAUTY, INC. 0.4 %
SAMSARA, INC. CLASS A 0.4 %
TRI POINTE HOMES INC 0.4 %
GOODYEAR TIRE & RUBBER CO 0.4 %
US DOLLAR 0.4 %
GULFPORT ENERGY CORP 0.4 %
MATSON INC 0.4 %
MORPHIC HOLDING, INC. 0.4 %
Total 4.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 97.2 %
PUERTO RICO 0.8 %
NETHERLANDS 0.6 %
LUXEMBOURG 0.5 %
BERMUDA 0.3 %
CAYMAN ISLANDS 0.1 %





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.
-2.9% -9.6% 4.2% 7.5% 6.6%

Market Correlations
versus... Beta R-squared
S&P500 1.03 67%
MSCI EAFE 1.03 68%
MSCI Emg. Mkts. 0.73 34%

Technical Indicators
Recent close $81.12
30d moving avg. $77.20
Annualized volatility 22.7%
Short interest (ETF) 0.0%
Short interest (Underlying) 6.6%
Relative strength (RSI) 53

Liquidity measures
Avg. volume (thou.) 38
Turnover 0.4%
Bid/Ask (% of price) 0.41%
ADV underlying (mns) $5,566

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 710 potential alternatives to the First Trust Small Cap Core AlphaDEX Fund ETF based on the alternatives' overlap in portfolio holdings with FYX. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: FYX Expense: 61 bp ALTAR Score™: 8.2%


ALTERNATIVE ETFs BASED ON OVERLAP WITH FYX
Ticker Fund
Name		 Overlap1
vs FYX
(%)		 Expense
ratio
(bp)		 Savings
vs FYX
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs FYX
(%)
FYT First Trust Small Cap Value AlphaDEX Fund 56.3 71 -10 11.8 +3.6
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 50.8 35 26 8.6 +0.4
TPSC Timothy Plan US Small Cap Core ETF 50.1 52 9 8.7 +0.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 46.8 9 52 4.7 -3.5
RNSC Small Cap US Equity Select ETF 46.6 60 1 9.0 +0.8
AVSC Avantis U.S Small Cap Equity ETF 44.4 25 36 5.3 -2.9
IJR iShares Core S&P Small Cap ETF 43.3 6 55 8.1 -0.0
SPSM SPDR Portfolio S&P 600 Small Cap ETF 43.3 5 56 8.2 +0.0
SLY SPDR S&P 600 Small Cap ETF 43.3 15 46 8.1 -0.1
VIOO Vanguard S&P Small-Cap 600 ETF 43.2 10 51 8.1 -0.1
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 42.3 19 42 8.5 +0.3
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 41.9 15 46 8.3 +0.2
XJR iShares ESG Screened S&P Small-Cap ETF 41.2 12 49 7.6 -0.6
FYC First Trust Small Cap Growth AlphaDEX Fund 41.0 70 -9 2.0 -6.2
EES WisdomTree SmallCap Earnings Fund 40.2 38 23 12.4 +4.2
DES WisdomTree U.S. SmallCap Dividend Fund 38.4 38 23 9.9 +1.7
SMLE Xtrackers S&P SmallCap 600 ESG ETF 37.3 15 46 8.4 +0.2
ESIX SPDR S&P SmallCap 600 ESG ETF 37.1 12 49 8.5 +0.3
IJS iShares S&P Small-cap 600 Value ETF 36.5 18 43 9.3 +1.1
SLYV SPDR S&P 600 Small Cap Value ETF 36.4 15 46 9.2 +1.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 36.3 15 46 9.3 +1.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 35.5 20 41 7.9 -0.3
IWN iShares Russell 2000 Value ETF 35.1 23 38 6.3 -1.8
RWJ Invesco S&P SmallCap 600 Revenue ETF 35.1 39 22 10.5 +2.3
VTWV Vanguard Russell 2000 Value Index Fund 34.9 15 46 6.1 -2.1
SSLY Syntax Stratified SmallCap ETF 33.8 35 26 7.2 -0.9
IWM iShares Russell 2000 ETF 33.2 19 42 4.5 -3.7
CSML IQ Chaikin U.S. Small Cap ETF 33.2 35 26 6.6 -1.6
VTWO Vanguard Russell 2000 Index Fund 32.9 10 51 4.4 -3.7
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 32.5 29 32 8.3 +0.1
DFSV Dimensional US Small Cap Value ETF 32.4 31 30 9.5 +1.3
DFAT Dimensional U.S. Targeted Value ETF 30.9 29 32 9.5 +1.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 30.5 39 22 4.1 -4.1
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 30.4 39 22 7.6 -0.6
FNDA Schwab Fundamental U.S. Small Co. Index ETF 30.3 25 36 6.6 -1.6
AVUV Avantis U.S. Small Cap Value ETF 30.0 25 36 11.2 +3.1
PSC Principal U.S. Small Cap Index ETF 29.7 38 23 8.5 +0.4
IJT iShares S&P Small-Cap 600 Growth ETF 29.3 18 43 7.0 -1.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 29.2 15 46 7.0 -1.2
SLYG SPDR S&P 600 Small Cap Growth ETF 29.2 15 46 7.0 -1.2
DFAS Dimensional U.S. Small Cap ETF 29.1 28 33 6.9 -1.3
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 27.1 35 26 8.5 +0.3
AFSM First Trust Active Factor Small Cap ETF 27.0 75 -14 10.1 +1.9
ISMD Inspire Small/Mid Cap Impact ETF 26.5 48 13 5.8 -2.3
ISCV iShares Morningstar Small Cap Value ETF 26.4 6 55 8.5 +0.3
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 25.6 12 49 8.2 +0.0
SCHA Schwab U.S. Small-Cap ETF 25.4 4 57 5.6 -2.6
STXK Strive Small-Cap ETF 25.3 18 43 5.4 -2.8
IWO iShares Russell 2000 Growth ETF 25.0 23 38 2.8 -5.4
VTWG Vanguard Russell 2000 Growth Index Fund 24.8 15 46 2.9 -5.2
ISCB iShares Morningstar Small-Cap ETF 24.8 4 57 5.2 -3.0
ROSC Hartford Multifactor Small Cap ETF 23.2 34 27 11.5 +3.3
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 23.1 25 36 9.9 +1.7
SVAL iShares US Small Cap Value Factor ETF 22.6 20 41 12.0 +3.8
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 22.5 38 23 11.3 +3.1
ISCG iShares Morningstar Small-Cap Growth ETF 21.3 6 55 2.1 -6.1
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 20.5 17 44 5.7 -2.5
FAB First Trust Multi Cap Value AlphaDEX Fund 20.0 69 -8 11.4 +3.2
BKSE BNY Mellon US Small Cap Core Equity ETF 18.9 4 57 6.1 -2.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 18.8 63 -2 3.6 -4.6
DWAS Invesco DWA SmallCap Momentum ETF 18.8 60 1 2.8 -5.4
VBR Vanguard Small Cap Value Index Fund 18.6 7 54 9.2 +1.0
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 18.0 30 31 6.0 -2.2
FSMD Fidelity Small-Mid Factor ETF 17.6 29 32 8.2 +0.1
JMEE JPMorgan Market Expansion Enhanced Equity ETF 17.6 24 37 8.7 +0.6
NUSC Nuveen ESG Small-Cap ETF 17.4 30 31 5.6 -2.6
VB Vanguard Small-Cap ETF 16.3 5 56 6.1 -2.1
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 15.9 36 25 8.9 +0.7
VFMF Vanguard U.S. Multifactor ETF 15.9 18 43 10.1 +1.9
PSCF Invesco S&P SmallCap Financials ETF 15.9 29 32 11.2 +3.0
VFVA Vanguard U.S. Value Factor ETF 15.0 13 48 12.0 +3.8
SQLV Legg Mason Small-Cap Quality Value 14.5 61 0 11.3 +3.2
RZV Invesco S&P Smallcap 600 Pure Value ETF 14.3 35 26 12.6 +4.4
VXF Vanguard Extended Market Index Fund 14.3 6 55 4.3 -3.9
VFMO Vanguard U.S. Momentum Factor ETF 13.8 13 48 4.1 -4.1
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 13.6 20 41 6.3 -1.9
XSVM Invesco S&P SmallCap Value with Momentum ETF 13.6 39 22 12.0 +3.8
BFOR Barron's 400 ETF 13.5 65 -4 9.1 +0.9
CSB VictoryShares US Small Cap High Dividend Volatility Wtd Idx 13.0 35 26 9.2 +1.0
XSLV Invesco S&P SmallCap Low Volatility ETF 12.8 25 36 7.8 -0.4
RZG Invesco S&P Smallcap 600 Pure Growth ETF 12.4 35 26 8.4 +0.3
CALF Pacer US Small Cap Cash Cows 100 ETF 12.4 59 2 15.8 +7.6
JSML Janus Henderson Small Cap Growth Alpha ETF 12.3 30 31 8.9 +0.7
XSMO Invesco S&P SmallCap Momentum ETF 11.8 39 22 6.5 -1.7
XSHQ Invesco S&P SmallCap Quality ETF 11.7 29 32 11.7 +3.5
DSMC Distillate Small/Mid Cash Flow ETF 11.7 55 6 13.7 +5.5
VFQY Vanguard U.S. Quality Factor ETF 11.5 13 48 8.3 +0.1
VBK Vanguard Small-Cap Growth Index Fund 11.2 7 54 1.7 -6.5
KRE SPDR S&P Regional Banking ETF 11.1 35 26 12.7 +4.6
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 10.7 29 32 13.0 +4.8
EZM WisdomTree U.S. MidCap Earnings Fund 10.6 38 23 11.3 +3.2
PSCI Invesco S&P SmallCap Industrials ETF 10.4 29 32 7.8 -0.4
GVLU Gotham 1000 Value ETF 10.0 50 11 10.8 +2.6
SIXS 6 Meridian Small Cap Equity ETF 9.8 100 -39 9.3 +1.1
VAMO Cambria Value & Momentum ETF 8.8 64 -3 12.4 +4.2
QABA First Trust NASDAQ ABA Community Bank Index Fund 8.7 60 1 11.1 +2.9
IWC iShares Micro-Cap ETF 8.5 60 1 -3.9 -12.1
SIXL 6 Meridian Low Beta Equity Strategy ETF 8.4 82 -21 6.7 -1.5
SMDV ProShares Russell 2000 Dividend Growers ETF 8.4 41 20 6.7 -1.4
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 8.1 80 -19 7.1 -1.1
KBE SPDR S&P Bank ETF 8.0 35 26 12.5 +4.3
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 7.9 95 -34 2.4 -5.7
EWMC Invesco S&P MidCap 400 Equal Weight ETF 7.6 40 21 8.2 +0.0
PWC Invesco Dynamic Market ETF 7.4 60 1 7.6 -0.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 7.4 30 31 8.9 +0.8
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 6.7 25 36 6.6 -1.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 6.7 15 46 9.5 +1.3
IJJ iShares S&P Mid-Cap 400 Value ETF 6.6 18 43 9.4 +1.3
MDYV SPDR S&P 400 Mid Cap Value ETF 6.6 15 46 9.5 +1.3
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 6.4 60 1 12.1 +3.9
NVQ QRAFT AI-Enhanced US Next Value ETF 6.3 75 -14 13.2 +5.1
DEEP Roundhill Acquirers Deep Value ETF 6.2 80 -19 17.9 +9.8
FSMO Fidelity Small-Mid Cap Opportunities ETF 6.2 64 -3 8.0 -0.2
DHS WisdomTree U.S. High Dividend Fund 6.1 38 23 10.1 +2.0
HLGE Hartford Longevity Economy ETF 6.1 44 17 8.8 +0.6
AFMC First Trust Active Factor Mid Cap ETF 5.9 65 -4 9.8 +1.6
DFAC Dimensional U.S. Core Equity 2 ETF 5.9 19 42 6.8 -1.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 5.9 7 54 5.9 -2.3
SMDY Syntax Stratified MidCap ETF 5.7 35 26 8.1 -0.1
VFMV Vanguard U.S. Minimum Volatility ETF 5.3 13 48 6.5 -1.7
KOMP SPDR Kensho New Economies Composite ETF 5.3 20 41 -1.1 -9.2
DFSU Dimensional US Sustainability Core 1 ETF 5.1 18 43 6.8 -1.4
CVY Invesco Zacks Multi-Asset Income ETF 5.0 100 -39 11.1 +3.0
PSCT Invesco S&P SmallCap Information Technology ETF 4.9 29 32 5.9 -2.3
MDY SPDR S&P Midcap 400 ETF Trust 4.9 22 39 8.2 -0.0
RWK Invesco S&P MidCap 400 Revenue ETF 4.8 39 22 10.0 +1.9
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 4.8 108 -47 2.7 -5.5
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 4.8 30 31 13.0 +4.9
IVOO Vanguard S&P Mid-Cap 400 ETF 4.8 10 51 8.3 +0.1
XJH iShares ESG Screened S&P Mid-Cap ETF 4.7 12 49 8.3 +0.2
IJH iShares Core S&P Mid-Cap ETF 4.7 5 56 8.4 +0.2
SPMD SPDR Portfolio Mid Cap ETF 4.7 5 56 8.3 +0.2
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 4.7 11 50 7.5 -0.7
KBWR Invesco KBW Regional Banking ETF 4.7 35 26 11.7 +3.5
DBLV AdvisorShares DoubleLine Value Equity ETF 4.6 91 -30 11.1 +2.9
AVUS Avantis U.S. Equity ETF 4.6 15 46 7.1 -1.0
FRI First Trust S&P REIT Index Fund 4.6 50 11 7.1 -1.1
RYJ Invesco Raymond James SB-1 Equity ETF 4.6 81 -20 5.4 -2.8
FREL Fidelity MSCI Real Estate Index ETF 4.5 84 -23 6.6 -1.6
SYLD Cambria Shareholder Yield ETF 4.4 59 2 12.8 +4.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 4.4 15 46 8.4 +0.2
ETHO Etho Climate Leadership U.S. ETF 4.4 47 14 5.4 -2.7
USRT iShares Core U.S. REIT ETF 4.4 8 53 7.5 -0.6
DFUV Dimensional US Marketwide Value ETF 4.3 23 38 8.9 +0.7
QVAL Alpha Architect U.S. Quantitative Value ETF 4.3 49 12 14.2 +6.0
LVHD Legg Mason Low Volatility High Dividend ETF 4.3 27 34 9.6 +1.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 4.3 15 46 8.9 +0.7
RWR SPDR Dow Jones REIT ETF 4.2 25 36 7.3 -0.9
PKW Invesco Buyback Achievers ETF 4.2 64 -3 9.8 +1.6
IFRA iShares U.S. Infrastructure ETF 4.2 30 31 6.3 -1.8
DFAR Dimensional US Real Estate ETF 4.1 19 42 7.3 -0.9
SCHH Schwab U.S. REIT ETF 4.1 7 54 7.5 -0.7
VNQ Vanguard REIT Index Fund 4.1 12 49 7.4 -0.8
JHSC John Hancock Multifactor Small Cap ETF 4.1 42 19 7.1 -1.1
XSW SPDR S&P Software & Services ETF 4.0 35 26 2.6 -5.6
PSCC Invesco S&P SmallCap Consumer Staples ETF 4.0 29 32 5.9 -2.2
AIRR First Trust RBA American Industrial Renaissance ETF 3.9 70 -9 6.5 -1.7
QQQS Invesco NASDAQ Future Gen 200 ETF 3.9 20 41 -8.5 -16.7
VIS Vanguard Industrials Index Fund 3.8 10 51 5.6 -2.6
BTEC Principal Healthcare Innovators Index ETF 3.7 42 19 -3.5 -11.6
REET iShares Global REIT ETF 3.7 14 47 7.1 -1.1
ITB iShares U.S. Home Construction ETF 3.7 39 22 12.8 +4.6
FIDU Fidelity MSCI Industrials Index ETF 3.7 8 53 5.9 -2.3
RIET Hoya Capital High Dividend Yield ETF 3.7 50 11 12.2 +4.0
OUSM ALPS O'Shares Russell Small Cap Quality Dividend ETF 3.7 48 13 8.0 -0.2
VFH Vanguard Financials Index Fund 3.7 10 51 8.8 +0.6
PAVE Global X U.S. Infrastructure Development ETF 3.6 47 14 7.1 -1.1
VDC Vanguard Consumer Staples Index Fund 3.6 10 51 6.1 -2.1
RWO SPDR Dow Jones Global Real Estate ETF 3.6 50 11 6.8 -1.4
ERET iShares Environmentally Aware Real Estate ETF 3.6 30 31 7.3 -0.9
FSTA Fidelity MSCI Consumer Staples Index ETF 3.5 8 53 6.0 -2.2
FDIS Fidelity MSCI Consumer Discretionary Index ETF 3.5 8 53 5.3 -2.9
WCEO Hypatia Women CEO ETF 3.4 85 -24 5.8 -2.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.4 29 32 8.3 +0.1
VLU SPDR S&P 1500 Value Tilt ETF 3.4 12 49 8.5 +0.3
RFV Invesco S&P Midcap 400 Pure Value ETF 3.4 35 26 11.7 +3.5
WBIY WBI Power Factor High Dividend ETF 3.4 70 -9 15.4 +7.3
VUSE Vident Core US Equity Fund 3.3 50 11 7.4 -0.8
PPTY PPTY-U.S. Diversified Real Estate ETF 3.3 49 12 7.2 -0.9
PSCH Invesco S&P SmallCap Health Care ETF 3.3 29 32 3.1 -5.1
XRT SPDR S&P Retail ETF 3.3 35 26 4.9 -3.3
HOMZ Hoya Capital Housing ETF 3.2 30 31 9.5 +1.3
FNDB Schwab Fundamental U.S. Broad Market Index ETF 3.2 25 36 7.7 -0.5
FNCL Fidelity MSCI Financials Index ETF 3.1 8 53 8.8 +0.6
DFGR Dimensional Global Real Estate ETF 3.1 22 39 6.9 -1.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 3.1 60 1 6.2 -1.9
XTN SPDR S&P Transportation ETF 3.1 35 26 2.7 -5.5
XHB SPDR S&P Homebuilders ETF 3.0 45 16 11.2 +3.0
PSCE Invesco S&P SmallCap Energy ETF 2.9 29 32 6.4 -1.8
FPX First Trust US IPO Index Fund 2.9 57 4 1.1 -7.0
HKND Humankind US Stock ETF 2.9 11 50 7.4 -0.8
TMFX Motley Fool Next Index ETF 2.9 50 11 3.7 -4.4
JSTC Adasina Social Justice All Cap Global ETF 2.8 89 -28 6.3 -1.9
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 2.8 21 40 4.1 -4.1
SAGP Strategas Global Policy Opportunities ETF 2.8 65 -4 7.5 -0.7
VCR Vanguard Consumer Discretionary Index Fund 2.8 10 51 5.2 -3.0
OSCV Opus Small Cap Value Plus ETF 2.8 79 -18 6.4 -1.8
XMVM Invesco S&P MidCap Value with Momentum ETF 2.8 39 22 13.4 +5.2
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 2.7 50 11 3.7 -4.4
XHS SPDR S&P Health Care Services ETF 2.7 35 26 0.2 -8.0
PKB Invesco Dynamic Building & Construction ETF 2.7 60 1 11.3 +3.2
IBBQ Invesco Nasdaq Biotechnology ETF 2.7 19 42 1.1 -7.1
GRNR Global X Green Building ETF 2.7 45 16 7.7 -0.5
DFAU Dimensional US Core Equity Market ETF 2.6 12 49 6.2 -1.9
PFI Invesco DWA Financial Momentum ETF 2.6 60 1 7.2 -1.0
IYT iShares Transportation Average ETF 2.6 39 22 3.0 -5.2
TRFM AAM Transformers ETF 2.6 49 12 1.8 -6.3
FMAT Fidelity MSCI Materials Index ETF 2.5 84 -23 6.6 -1.6
VAW Vanguard Materials Index Fund 2.5 10 51 7.1 -1.1
IHF iShares U.S. Healthcare Providers ETF 2.5 39 22 6.4 -1.8
MILN Global X Millennial Consumer ETF 2.5 50 11 2.7 -5.5
XITK SPDR FactSet Innovative Technology ETF 2.5 45 16 0.2 -8.0
PSCU Invesco S&P SmallCap Utilities ETF 2.5 29 32 6.4 -1.7
DTD WisdomTree U.S.Total Dividend Fund 2.5 28 33 7.6 -0.5
XOP SPDR S&P Oil & Gas Exploration & Production ETF 2.4 35 26 11.2 +3.0
PEZ Invesco DWA Consumer Cyclicals Momentum ETF 2.4 60 1 8.8 +0.6
VDE Vanguard Energy Index Fund 2.4 10 51 7.3 -0.9
EQAL Invesco Russell 1000 Equal Weight ETF 2.4 20 41 7.0 -1.2
IVES Wedbush ETFMG Global Cloud Technology ETF 2.3 68 -7 3.4 -4.7
BOUT Innovator IBD Breakout Opportunities ETF 2.3 80 -19 2.7 -5.5
BRNY Burney U.S. Factor Rotation ETF 2.3 79 -18 8.2 +0.0
GQRE FlexShares Global Quality Real Estate Index Fund 2.3 45 16 7.8 -0.4
FFTY Innovator IBD 50 ETF 2.3 80 -19 1.9 -6.3
PXI Invesco DWA Energy Momentum ETF 2.3 60 1 6.9 -1.3
FTEC Fidelity MSCI Information Technology Index ETF 2.3 8 53 5.3 -2.8
XBI SPDR S&P BIOTECH ETF 2.2 35 26 0.0 -8.2
IBB iShares NASDAQ Biotechnology ETF 2.2 44 17 0.7 -7.5
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.2 49 12 3.9 -4.3
FENY Fidelity MSCI Energy Index ETF 2.2 8 53 7.4 -0.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.1 3 58 5.9 -2.3
RDOG ALPS REIT Dividend Dogs ETF 2.1 35 26 12.7 +4.6
VTI Vanguard Total Stock Market Index Fund 2.1 3 58 5.8 -2.4
PEY Invesco High Yield Equity Dividend Achievers ETF 2.1 53 8 9.3 +1.1
KCE SPDR S&P Capital Markets ETF 2.1 35 26 9.0 +0.9
IWV iShares Russell 3000 ETF 2.1 20 41 5.7 -2.4
PTH Invesco DWA Healthcare Momentum ETF 2.1 60 1 -2.9 -11.1
PXJ Invesco Dynamic Oil & Gas Services ETF 2.1 63 -2 0.1 -8.0
XES SPDR S&P Oil & Gas Equipment & Services ETF 2.1 35 26 -1.7 -9.9
IEO iShares U.S. Oil & Gas Exploration & Production ETF 2.1 39 22 10.4 +2.3
FTXO First Trust Nasdaq Bank ETF 2.0 60 1 12.1 +4.0
VTHR Vanguard Russell 3000 Index Fund 2.0 10 51 5.8 -2.3
BLDG Cambria Global Real Estate ETF 2.0 59 2 9.4 +1.2
SCHB Schwab U.S. Broad Market ETF 2.0 3 58 6.0 -2.2
SDIV Global X SuperDividend ETF 1.9 58 3 20.4 +12.2
PRN Invesco DWA Industrials Momentum ETF 1.9 60 1 6.6 -1.6
PSCM Invesco S&P SmallCap Materials ETF 1.9 29 32 6.6 -1.6
PTF Invesco DWA Technology Momentum ETF 1.8 60 1 1.5 -6.6
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 1.8 65 -4 -0.7 -8.9
MGMT Ballast Small/Mid Cap ETF 1.8 110 -49 7.4 -0.8
PYZ Invesco DWA Basic Materials Momentum ETF 1.8 60 1 9.7 +1.5
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.8 52 9 7.6 -0.6
KBWY Invesco KBW Premium Yield Equity REIT ETF 1.8 35 26 17.1 +8.9
FCG First Trust Natural Gas ETF 1.8 60 1 10.7 +2.5
XTL SPDR S&P Telecom ETF 1.8 35 26 8.2 0.0
PSJ Invesco Dynamic Software ETF 1.7 56 5 3.3 -4.9
PSL Invesco DWA Consumer Staples Momentum ETF 1.7 60 1 5.6 -2.6
SRET Global X SuperDividend REIT ETF 1.7 58 3 9.6 +1.5
ESGV Vanguard ESG U.S. Stock ETF 1.7 9 52 5.8 -2.4
FHLC Fidelity MSCI Health Care Index ETF 1.7 8 53 6.7 -1.4
DFUS Dimensional U.S. Equity ETF 1.7 11 50 6.0 -2.2
IGV iShares Expanded Tech-Software ETF 1.7 40 21 4.1 -4.1
IEZ iShares U.S. Oil Equipment & Services ETF 1.7 39 22 1.6 -6.6
EATZ AdvisorShares Restaurant ETF 1.7 99 -38 17.6 +9.5
XME SPDR S&P Metals & Mining ETF 1.7 35 26 8.7 +0.5
DWMC AdvisorShares Dorsey Wright Micro-Cap ETF 1.6 127 -66 2.1 -6.1
PRF Invesco FTSE RAFI US 1000 ETF 1.6 39 22 7.8 -0.4
TMFS Motley Fool Small Cap Growth ETF 1.6 85 -24 2.9 -5.3
VOX Vanguard Telecommunication Services Index Fund 1.6 10 51 5.6 -2.6
MORT VanEck Mortgage REIT Income ETF 1.6 41 20 13.5 +5.3
XMLV Invesco S&P MidCap Low Volatility ETF 1.6 25 36 7.7 -0.4
CVAR Cultivar ETF 1.6 87 -26 8.6 +0.4
VHT Vanguard Health Care Index Fund 1.6 10 51 6.8 -1.3
FCOM Fidelity MSCI Telecommunication Services Index ETF 1.6 8 53 5.6 -2.6
HOTL Kelly Hotel & Lodging Sector ETF 1.6 78 -17 2.8 -5.4
BMED BlackRock Future Health ETF 1.6 85 -24 1.9 -6.2
SPTM SPDR Portfolio Total Stock Market ETF 1.6 3 58 6.3 -1.9
ERSX ERShares NextGen Entrepreneurs ETF 1.6 75 -14 6.6 -1.6
EDOC Global X Telemedicine & Digital Health ETF 1.5 68 -7 -6.8 -14.9
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.5 12 49 6.0 -2.2
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.5 15 46 7.2 -1.0
PSR Invesco Active U.S. Real Estate Fund 1.5 35 26 6.9 -1.3
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.5 60 1 8.5 +0.3
PXE Invesco Dynamic Energy Exploration & Production ETF 1.5 63 -2 12.3 +4.1
OIH VanEck Oil Services ETF 1.5 35 26 1.5 -6.6
CRUZ Defiance Hotel Airline and Cruise ETF 1.5 45 16 -6.1 -14.3
PBS Invesco Dynamic Media ETF 1.5 63 -2 7.0 -1.2
NURE Nuveen Short-Term REIT ETF 1.5 35 26 5.8 -2.4
CCSO Carbon Collective Climate Solutions U.S. Equity ETF 1.5 35 26 3.0 -5.2
PBJ Invesco Dynamic Food & Beverage ETF 1.5 63 -2 5.7 -2.5
XHE SPDR S&P Health Care Equipment ETF 1.5 35 26 0.5 -7.6
IJK iShares S&P Mid-Cap 400 Growth ETF 1.4 17 44 7.2 -0.9
ERTH Invesco MSCI Sustainable Future ETF 1.4 56 5 4.2 -3.9
BEDZ AdvisorShares Hotel ETF 1.4 99 -38 1.4 -6.8
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.4 15 46 7.3 -0.9
BBC Virtus LifeSci Biotech Clinical Trials ETF 1.4 79 -18 0.0 -8.2
AVRE Avantis Real Estate ETF 1.4 17 44 6.5 -1.7
RAYD Rayliant Quantitative Developed Market Equity ETF 1.4 80 -19 9.2 +1.0
FVD First Trust Value Line Dividend Index Fund 1.4 67 -6 6.7 -1.4
FDL First Trust Morningstar Dividend Leaders Index Fund 1.4 45 16 10.7 +2.5
IGN iShares North American Tech-Multimedia Networking ETF 1.4 40 21 8.0 -0.2
TMDV ProShares Russell US Dividend Growers ETF 1.4 36 25 6.4 -1.7
KRUZ Unusual Whales Subversive Republican Trading ETF 1.4 75 -14 6.3 -1.9
SNSR Global X Internet of Things Thematic ETF 1.4 68 -7 4.5 -3.7
SXQG 6 Meridian Quality Growth ETF 1.4 100 -39 5.2 -3.0
SDY SPDR S&P Dividend ETF 1.4 35 26 7.2 -1.0
ROKT SPDR S&P Kensho Final Frontiers ETF 1.4 45 16 1.9 -6.3
FIVG Defiance Next Gen Connectivity ETF 1.4 30 31 7.7 -0.5
VYM Vanguard High Dividend Yield Index ETF 1.4 6 55 8.4 +0.2
IHE iShares U.S. Pharmaceuticals ETF 1.3 39 22 9.4 +1.2
PBE Invesco Dynamic Biotechnology & Genome ETF 1.3 59 2 1.5 -6.7
IPAY ETFMG Prime Mobile Payments ETF 1.3 75 -14 7.7 -0.5
XPH SPDR S&P Pharmaceuticals ETF 1.3 35 26 4.5 -3.7
REM iShares Mortgage Real Estate ETF 1.3 48 13 15.2 +7.0
SHPP Pacer Industrials and Logistics ETF 1.3 60 1 11.2 +3.0
FITE SPDR Kensho Future Security ETF 1.3 45 16 3.3 -4.8
VPU Vanguard Utilities Index Fund 1.3 10 51 6.2 -2.0
IEDI iShares Evolved U.S. Discretionary Spending ETF 1.3 18 43 5.7 -2.5
FUTY Fidelity MSCI Utilities Index ETF 1.3 8 53 6.3 -1.9
KVLE KFA Value Liner Dynamic Core Equity Index ETF 1.3 55 6 6.8 -1.4
BFTR Future Innovators ETF 1.3 80 -19 2.4 -5.8
FDWM Fidelity Women's Leadership ETF 1.3 59 2 5.9 -2.2
DIV Global X SuperDividend US ETF 1.3 45 16 9.2 +1.1
FTXR First Trust Nasdaq Transportation ETF 1.2 60 1 7.3 -0.9
XWEB SPDR S&P Internet ETF 1.2 35 26 -12.5 -20.7
SKYY First Trust Cloud Computing ETF 1.2 60 1 3.8 -4.4
FDHT Fidelity Digital Health ETF 1.2 39 22 0.2 -8.0
AGNG Global X Aging Population ETF 1.2 50 11 4.1 -4.0
EDUT Global X Education ETF 1.2 50 11 2.4 -5.7
IYR iShares U.S. Real Estate ETF 1.2 39 22 7.1 -1.1
ANEW ProShares MSCI Transformational Changes ETF 1.2 45 16 5.5 -2.7
IPO Renaissance IPO ETF 1.2 60 1 -0.2 -8.3
TRFK Pacer Data and Digital Revolution ETF 1.2 60 1 5.1 -3.1
IGE iShares North American Natural Resources ETF 1.1 40 21 7.2 -0.9
SMMD iShares Russell 2500 ETF 1.0 15 46 6.3 -1.8
TTAC TrimTabs US Free Cash Flow Quality ETF 1.0 59 2 7.0 -1.2
VGT Vanguard Information Technology Index Fund 1.0 10 51 5.3 -2.8
JVAL JPMorgan U.S. Value Factor ETF 1.0 12 49 9.7 +1.5
VT Vanguard Total World Stock ETF 1.0 7 54 6.7 -1.5
PPA Invesco Aerospace & Defense ETF 1.0 61 0 4.6 -3.6
BPAY BlackRock Future Financial and Technology ETF 1.0 70 -9 10.1 +1.9
MBOX Freedom Day Dividend ETF 1.0 39 22 8.8 +0.7
IWFH iShares Virtual Work and Life Multisector ETF 1.0 47 14 -1.2 -9.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.0 9 52 6.4 -1.7
WCLD WisdomTree Cloud Computing Fund 1.0 45 16 0.1 -8.1
ZIG The Acquirers Fund 1.0 89 -28 17.9 +9.8
SCHD Schwab U.S. Dividend Equity ETF 1.0 6 55 9.6 +1.4
BFIT Global X Health & Wellness ETF 0.9 50 11 5.6 -2.5
DIVB iShares Core Dividend 0.9 5 56 8.9 +0.8
VRAI Virtus Real Asset Income ETF 0.9 55 6 8.3 +0.2
KBWD Invesco KBW High Dividend Yield Financial ETF 0.9 124 -63 13.1 +4.9
XMHQ Invesco S&P MidCap Quality ETF 0.9 25 36 9.4 +1.2
IGM iShares Expanded Tech Sector ETF 0.9 40 21 4.9 -3.3
SIMS SPDR S&P Kensho Intelligent Structures ETF 0.9 45 16 0.7 -7.5
IAK iShares U.S. Insurance ETF 0.9 39 22 8.1 -0.0
SBIO ALPS Medical Breakthroughs ETF 0.9 50 11 -1.4 -9.6
SMOT VanEck Morningstar SMID Moat ETF 0.9 49 12 8.3 +0.1
CSD Invesco S&P Spin-Off ETF 0.9 65 -4 6.4 -1.8
PXQ Invesco Dynamic Networking ETF 0.9 63 -2 5.7 -2.5
EATV VegTech Plant-based Innovation & Climate ETF 0.9 75 -14 2.7 -5.5
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.9 39 22 14.2 +6.0
SUPL ProShares Supply Chain Logistics ETF 0.9 58 3 15.1 +6.9
JFWD Jacob Forward ETF 0.9 75 -14 -12.0 -20.2
PTEC Global X PropTech ETF 0.9 50 11 3.0 -5.2
AMID Argent Mid Cap ETF 0.9 52 9 9.3 +1.1
BBP BioShares Biotechnology Products Fund 0.9 79 -18 -3.8 -12.0
FNDX Schwab Fundamental U.S. Large Co. Index ETF 0.9 25 36 7.8 -0.4
CBSE Changebridge Capital Sustainable Equity ETF 0.9 85 -24 3.3 -4.8
WDIV SPDR Global Dividend ETF 0.9 40 21 11.5 +3.4
GENY Principal Millennials Index ETF 0.8 45 16 7.1 -1.1
FPRO Fidelity Real Estate Investment ETF 0.8 59 2 5.8 -2.4
STLV iShares Factors US Value Style ETF 0.8 25 36 10.7 +2.5
IWS iShares Russell Mid-Cap Value ETF 0.8 23 38 7.6 -0.6
HELX Franklin Genomic Advancements ETF 0.8 50 11 2.0 -6.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.8 24 37 9.3 +1.1
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 0.8 58 3 -0.3 -8.4
WDNA WisdomTree BioRevolution Fund 0.8 45 16 -3.9 -12.1
DEW WisdomTree Global High Dividend Fund 0.8 58 3 10.5 +2.3
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.8 61 0 6.6 -1.6
FILL iShares MSCI Global Energy Producers ETF 0.8 39 22 9.5 +1.3
NETL NETLease Corporate Real Estate ETF 0.8 60 1 8.9 +0.7
PBW Invesco WilderHill Clean Energy ETF 0.8 61 0 -6.6 -14.8
ROOF IQ US Real Estate Small Cap ETF 0.8 60 1 4.9 -3.3
PICK iShares MSCI Global Metals & Mining Producers ETF 0.8 39 22 13.0 +4.9
SLX VanEck Steel ETF 0.8 55 6 26.1 +17.9
NANC Unusual Whales Subversive Democratic Trading ETF 0.8 75 -14 4.9 -3.3
IBUY Amplify Online Retail ETF 0.8 65 -4 -5.4 -13.6
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.7 50 11 7.4 -0.7
AZTD Aztlan Global Stock Selection DM SMID ETF 0.7 75 -14 7.0 -1.2
FTXN First Trust Nasdaq Oil & Gas ETF 0.7 60 1 8.0 -0.2
PEJ Invesco Dynamic Leisure & Entertainment ETF 0.7 55 6 3.4 -4.8
PSI Invesco Dynamic Semiconductors ETF 0.7 56 5 6.4 -1.7
VDNI V-Shares US Leadership Diversity ETF 0.7 29 32 6.3 -1.9
ENRG SoFi Smart Energy ETF 0.7 59 2 -1.6 -9.8
PSP Invesco Global Listed Private Equity ETF 0.7 144 -83 12.0 +3.9
JETS US Global Jets ETF 0.7 60 1 -14.3 -22.5
UPWD JPMorgan Social Advancement ETF 0.7 49 12 5.8 -2.4
WTRE WisdomTree New Economy Real Estate Fund 0.7 58 3 5.1 -3.1
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.7 15 46 7.3 -0.8
BOAT SonicShares Global Shipping ETF 0.7 69 -8 20.5 +12.3
AOTG AOT Growth and Innovation ETF 0.7 75 -14 3.0 -5.1
ONEY SPDR Russell 1000 Yield Focus ETF 0.7 20 41 10.8 +2.6
MOON Direxion Moonshot Innovators ETF 0.7 65 -4 -19.6 -27.7
WGRO WisdomTree U.S. Growth & Momentum Fund 0.7 55 6 7.3 -0.8
SRHQ SRH U.S. Quality ETF 0.7 35 26 9.2 +1.0
IUS Invesco Strategic US ETF 0.6 19 42 7.5 -0.7
PFM Invesco Dividend Achievers ETF 0.6 53 8 6.4 -1.8
RNEW VanEck Green Infrastructure ETF 0.6 45 16 1.1 -7.1
DGRO iShares Core Dividend Growth ETF 0.6 8 53 7.3 -0.9
IAI iShares U.S. Broker-Dealers ETF 0.6 39 22 8.8 +0.6
TMFM Motley Fool Mid-Cap Growth ETF 0.6 85 -24 4.5 -3.7
QDYN FlexShares Quality Dividend Dynamic Index Fund 0.6 37 24 8.7 +0.5
TECB iShares US Tech Breakthrough Multisector ETF 0.6 40 21 4.8 -3.4
FINX Global X FinTech Thematic ETF 0.6 68 -7 5.1 -3.1
KIE SPDR S&P Insurance ETF 0.6 35 26 8.6 +0.5
IBRN iShares Neuroscience and Healthcare ETF 0.6 47 14 -2.8 -11.0
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.6 47 14 5.6 -2.6
VICE AdvisorShares Vice ETF 0.6 99 -38 8.7 +0.5
ARKG ARK Genomic Revolution ETF 0.6 75 -14 -10.7 -18.9
PJP Invesco Dynamic Pharmaceuticals ETF 0.6 58 3 7.5 -0.7
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.6 45 16 1.9 -6.3
IWR iShares Russell Midcap ETF 0.6 18 43 6.5 -1.7
REZ iShares Residential Real Estate Capped ETF 0.6 48 13 6.2 -2.0
SFYX Sofi Next 500 ETF 0.6 0 61 6.2 -2.0
PLAT WisdomTree Modern Tech Platforms Fund 0.6 20 41 0.8 -7.4
IPDP Dividend Performers ETF 0.6 89 -28 6.0 -2.2
ACES ALPS Clean Energy ETF 0.6 55 6 -2.5 -10.7
HACK ETFMG Prime Cyber Security ETF 0.6 60 1 5.0 -3.2
AHOY Newday Ocean Health ETF 0.6 75 -14 6.3 -1.8
WFH Direxion Work From Home ETF 0.6 45 16 0.0 -8.2
LRNZ TrueMark Technology, AI & Deep Learning ETF 0.6 68 -7 -1.3 -9.5
ONEO SPDR Russell 1000 Momentum Focus ETF 0.6 20 41 8.9 +0.7
TPYP Tortoise North American Pipeline Fund 0.6 40 21 5.6 -2.6
VEGI iShares MSCI Global Agriculture Producers ETF 0.6 39 22 9.0 +0.8
BOTZ Global X Robotics & Artificial Intelligence ETF 0.6 68 -7 2.9 -5.3
STCE Schwab Crypto Thematic ETF 0.6 30 31 -4.8 -12.9
TDV ProShares S&P Technology Dividend Aristocrats ETF 0.6 46 15 6.8 -1.4
DON WisdomTree U.S. MidCap Dividend Fund 0.6 38 23 9.8 +1.7
FXO First Trust Financials AlphaDEX Fund 0.5 61 0 11.9 +3.7
EVX VanEck Environmental Services ETF 0.5 55 6 3.5 -4.7
ARKK ARK Innovation ETF 0.5 75 -14 -6.3 -14.5
PEXL Pacer US Export Leaders ETF 0.5 60 1 6.8 -1.4
VIG Vanguard Dividend Appreciation Index Fund 0.5 6 55 6.4 -1.8
HAIL SPDR S&P Kensho Smart Mobility ETF 0.5 45 16 -3.2 -11.4
IUSV iShares Core S&P U.S. Value ETF 0.5 4 57 6.9 -1.3
HTEC ROBO Global Healthcare Technology & Innovation ETF 0.5 68 -7 -0.9 -9.0
ICAP InfraCap Equity Income Fund ETF 0.5 80 -19 11.2 +3.0
JRNY ALPS Global Travel Beneficiaries ETF 0.5 65 -4 0.8 -7.4
IHI iShares U.S. Medical Devices ETF 0.5 39 22 4.6 -3.6
XAR SPDR S&P Aerospace & Defense ETF 0.5 35 26 2.2 -6.0
ITA iShares U.S. Aerospace & Defense ETF 0.5 39 22 3.5 -4.7
NZRO Strategy Shares Halt Climate Change ETF 0.5 95 -34 1.8 -6.3
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.5 45 16 0.9 -7.3
ACTV LeaderShares Activist Leaders ETF 0.5 75 -14 12.3 +4.2
XSD SPDR S&P Semiconductor ETF 0.5 35 26 6.5 -1.6
XT iShares Exponential Technologies ETF 0.5 46 15 3.5 -4.7
FIW First Trust Water ETF 0.5 53 8 4.5 -3.7
CGW Invesco S&P Global Water Index ETF 0.5 57 4 4.7 -3.5
PHO Invesco Water Resources ETF 0.5 60 1 4.7 -3.5
KCAL Subversive Food Security ETF 0.5 75 -14 7.4 -0.8
CRAK VanEck Oil Refiners ETF 0.5 59 2 12.7 +4.5
IDRV iShares Self-driving EV & Tech ETF 0.5 47 14 1.1 -7.1
TINT ProShares Smart Materials ETF 0.5 58 3 6.4 -1.7
SSPX Janus Henderson U.S. Sustainable Equity ETF 0.5 55 6 4.2 -4.0
AUSF Global X Adaptive U.S. Factor ETF 0.5 27 34 10.3 +2.1
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.5 20 41 8.5 +0.4
CNRG SPDR S&P Kensho Clean Power ETF 0.5 45 16 2.7 -5.5
HAP VanEck Natural Resources ETF 0.5 49 12 8.9 +0.7
FDIG Fidelity Crypto Industry and Digital Payments ETF 0.5 39 22 -0.8 -8.9
HAUS Residential REIT Income ETF 0.5 60 1 6.2 -2.0
PNQI Invesco NASDAQ Internet ETF 0.5 60 1 3.0 -5.2
BNE Blue Horizon BNE ETF 0.5 87 -26 3.8 -4.4
MISL First Trust Indxx Aerospace & Defense ETF 0.5 60 1 4.6 -3.6
BUYZ Franklin Disruptive Commerce ETF 0.5 50 11 1.9 -6.3
INNO Harbor Disruptive Innovation ETF 0.5 75 -14 -3.3 -11.5
CGV Conductor Global Equity Value ETF 0.4 128 -67 11.4 +3.2
FTRI First Trust Indxx Global Natural Resources Income ETF 0.4 70 -9 20.2 +12.1
ROBO Robo Global Robotics & Automation Index ETF 0.4 95 -34 3.3 -4.9
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 0.4 61 0 7.9 -0.3
DVY iShares Select Dividend ETF 0.4 39 22 10.3 +2.1
EBLU Ecofin Global Water ESG Fund 0.4 40 21 4.3 -3.8
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.4 57 4 15.5 +7.4
FTXH First Trust Nasdaq Pharmaceuticals ETF 0.4 60 1 10.1 +1.9
BAD B.A.D. ETF 0.4 75 -14 3.2 -5.0
DAT ProShares Big Data Refiners ETF 0.4 58 3 0.4 -7.8
DIVY Sound Equity Income ETF 0.4 45 16 11.0 +2.8
FDM First Trust Dow Jones Select Microcap Index Fund 0.4 60 1 9.3 +1.1
FTAG First Trust Indxx Global Agriculture ETF 0.4 70 -9 10.8 +2.6
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 0.4 30 31 8.9 +0.7
VCLN Virtus Duff & Phelps Clean Energy ETF 0.4 59 2 3.6 -4.6
LETB AdvisorShares Let Bob AI Powered Momentum ETF 0.4 107 -46 7.1 -1.1
CZA Invesco Zacks Mid-Cap ETF 0.4 69 -8 7.5 -0.7
FDMO Fidelity Momentum Factor ETF 0.4 29 32 5.1 -3.1
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 0.4 17 44 8.4 +0.3
CTEC Global X CleanTech ETF 0.4 50 11 2.5 -5.7
AQWA Global X Clean Water ETF 0.4 50 11 4.8 -3.4
AIQ Global X Future Analytics Tech ETF 0.4 68 -7 4.7 -3.5
PUI Invesco DWA Utilities Momentum ETF 0.4 60 1 5.8 -2.4
HAPY Harbor Corporate Culture Leaders ETF 0.4 36 25 4.8 -3.4
SEA U.S. Global Sea to Sky Cargo ETF 0.4 60 1 32.9 +24.8
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 0.4 45 16 5.0 -3.2
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 0.4 41 20 7.3 -0.9
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 0.4 47 14 -0.8 -9.0
GNOM Global X Genomics & Biotechnology ETF 0.4 50 11 -5.7 -13.8
SOCL Global X Social Media ETF 0.4 65 -4 -6.0 -14.1
FTXL First Trust Nasdaq Semiconductor ETF 0.4 60 1 7.5 -0.7
SMOG VanEck Low Carbon Energy ETF 0.4 55 6 3.0 -5.2
FXH First Trust Health Care AlphaDEX Fund 0.4 61 0 7.2 -1.0
EFRA iShares Environmental Infrastructure and Industrials ETF 0.4 47 14 6.0 -2.1
GK AdvisorShares Gerber Kawasaki ETF 0.4 81 -20 5.0 -3.2
CLOU Global X Cloud Computing ETF 0.4 68 -7 2.0 -6.2
FAN First Trust Global Wind Energy ETF 0.4 62 -1 4.3 -3.9
BTHM BlackRock Future U.S. Themes ETF 0.4 60 1 6.2 -2.0
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.4 46 15 9.5 +1.3
FMIL Fidelity New Millennium ETF 0.3 59 2 6.3 -1.8
OGIG O'Shares Global Internet Giants ETF 0.3 48 13 0.1 -8.1
IHAK iShares Cybersecurity & Tech ETF 0.3 47 14 4.1 -4.1
UFO Procure Space ETF 0.3 75 -14 2.3 -5.9
RSHO Tema American Reshoring ETF 0.3 75 -14 3.7 -4.5
MOTE VanEck Morningstar ESG Moat ETF 0.3 49 12 6.3 -1.9
MOTG VanEck Morningstar Global Wide Moat ETF 0.3 52 9 6.9 -1.3
MRAD SmartETFs Advertising & Marketing Technology ETF 0.3 68 -7 4.1 -4.1
PEX ProShares Global Listed Private Equity ETF 0.3 341 -280 11.8 +3.6
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 0.3 63 -2 4.7 -3.5
ARKW ARK Web x.0 ETF 0.3 83 -22 -5.0 -13.1
BLLD JPMorgan Sustainable Infrastructure ETF 0.3 49 12 6.1 -2.1
MEDI Harbor Health Care ETF 0.3 80 -19 1.2 -7.0
PRNT The 3D Printing ETF 0.3 66 -5 -4.0 -12.2
RITA ETFB Green SRI REITs ETF 0.3 50 11 4.9 -3.3
FDN First Trust Dow Jones Internet Index Fund 0.3 51 10 2.8 -5.3
IYZ iShares U.S. Telecommunications ETF 0.3 39 22 11.7 +3.6
VEGN US Vegan Climate ETF 0.3 60 1 5.5 -2.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.3 15 46 12.8 +4.6
XDAT Franklin Exponential Data ETF 0.3 50 11 4.0 -4.2
OCEN IQ Clean Oceans ETF 0.3 45 16 6.5 -1.7
ITAN Sparkline Intangible Value ETF 0.3 50 11 7.1 -1.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.3 18 43 9.0 +0.8
FSST Fidelity Sustainability U.S. Equity ETF 0.3 59 2 5.8 -2.4
CIBR First Trust NASDAQ CEA Cybersecurity ETF 0.3 60 1 5.2 -3.0
FCLD Fidelity Cloud Computing ETF 0.3 39 22 4.1 -4.1
IWD iShares Russell 1000 Value ETF 0.3 18 43 7.5 -0.7
CUT Invesco MSCI Global Timber ETF 0.3 60 1 9.4 +1.2
VONV Vanguard Russell 1000 Value Index Fund 0.3 8 53 7.6 -0.6
ACSI American Customer Satisfaction Core Alpha ETF 0.3 65 -4 6.1 -2.1
SANE Subversive Mental Health ETF 0.3 75 -14 5.8 -2.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.3 65 -4 2.4 -5.8
SAMT Strategas Macro Thematic Opportunities ETF 0.3 65 -4 4.1 -4.1
FTXG First Trust Nasdaq Food & Beverage ETF 0.3 60 1 5.7 -2.5
RESI Kelly Residential & Apartment Real Estate ETF 0.3 68 -7 4.9 -3.2
TOKE Cambria Cannabis ETF 0.3 42 19 -20.1 -28.3
USAI Pacer American Energy Independence ETF 0.3 75 -14 4.0 -4.2
MLPX Global X MLP & Energy Infrastructure ETF 0.3 45 16 5.3 -2.8
MVPS Amplify Thematic All-Stars ETF 0.3 49 12 2.0 -6.2
FBCG Fidelity Blue Chip Growth ETF 0.3 59 2 2.4 -5.8
EMLP First Trust North American Energy Infrastructure Fund 0.3 95 -34 5.7 -2.5
PRAY FIS Biblically Responsible Risk Managed ETF 0.3 68 -7 6.1 -2.1
DMAT Global X Disruptive Materials ETF 0.3 59 2 9.2 +1.0
LZRD Parabla Innovation ETF 0.2 69 -8 -8.0 -16.1
ICLN iShares Global Clean Energy ETF 0.2 40 21 3.4 -4.8
QDF FlexShares Quality Dividend Index Fund 0.2 37 24 8.0 -0.2
BSEA ETFMG Breakwave Sea Decarbonization Tech ETF 0.2 75 -14 0.8 -7.3
IETC iShares Evolved U.S. Technology ETF 0.2 18 43 5.1 -3.1
PAWZ ProShares Pet Care ETF 0.2 50 11 2.9 -5.3
RAFE PIMCO RAFI ESG U.S. ETF 0.2 29 32 8.3 +0.1
PBD Invesco Global Clean Energy ETF 0.2 75 -14 -0.7 -8.8
MJ ETFMG Alternative Harvest ETF 0.2 75 -14 0.0 -8.2
UDI USCF Dividend Income Fund 0.2 65 -4 8.7 +0.5
ROCI ROC ETF 0.2 49 12 5.2 -2.9
HART IQ Healthy Hearts ETF 0.2 45 16 6.2 -2.0
HDV iShares Core High Dividend ETF 0.2 8 53 9.6 +1.5
JAVA JPMorgan Active Value ETF 0.2 44 17 7.0 -1.2
FEMA Procure Disaster Recovery Strategy ETF 0.2 75 -14 5.4 -2.8
IQSM IQ Candriam ESG U.S. Mid Cap Equity ETF 0.2 15 46 7.3 -0.9
IYC iShares U.S. Consumer Services ETF 0.2 39 22 4.0 -4.2
DSI iShares MSCI KLD 400 Social ETF 0.2 25 36 6.0 -2.2
GSFP Goldman Sachs Future Planet Equity ETF 0.2 75 -14 3.9 -4.3
FBT First Trust NYSE Arca Biotechnology Index Fund 0.2 55 6 1.5 -6.6
REVS Columbia Research Enhanced Value ETF 0.2 19 42 9.1 +0.9
XMMO Invesco S&P MidCap Momentum ETF 0.2 33 28 6.7 -1.5
HVAL ALPS Hillman Active Value ETF 0.2 55 6 7.6 -0.6
GERM ETFMG Treatments Testing and Advancements ETF 0.2 68 -7 -9.2 -17.3
GDOC Goldman Sachs Future Health Care Equity ETF 0.2 75 -14 1.6 -6.5
EMFQ Amplify Emerging Markets FinTech ETF 0.2 69 -8 5.9 -2.3
IDAT iShares Cloud 5G and Tech ETF 0.2 47 14 6.0 -2.2
DTRE Alerian Disruptive Technology Real Estate ETF 0.2 60 1 8.1 -0.1
INDS Pacer Benchmark Industrial Real Estate SCTR ETF 0.2 60 1 5.4 -2.8
UAV AdvisorShares Drone Technology ETF 0.2 99 -38 5.2 -2.9
PPH VanEck Pharmaceutical ETF 0.2 35 26 12.3 +4.2
PINK Simplify Health Care ETF 0.2 50 11 5.1 -3.1
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.2 35 26 8.9 +0.7
BUL Pacer US Cash Cows Growth ETF 0.2 60 1 11.4 +3.2
UVDV UVA Dividend Value ETF 0.2 80 -19 7.8 -0.4
BIZD VanEck BDC Income ETF 0.2 1,007 -946 3.6 -4.6
ECLN First Trust EIP Carbon Impact ETF 0.2 95 -34 4.7 -3.4
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.2 50 11 5.6 -2.5
IWP iShares Russell Mid-Cap Growth ETF 0.2 23 38 5.1 -3.1
SYNB Putnam BioRevolution ETF 0.2 70 -9 3.4 -4.8
IYY iShares Dow Jones U.S. ETF 0.2 20 41 5.9 -2.3
FXG First Trust Consumer Staples AlphaDEX Fund 0.2 64 -3 7.2 -1.0
IYK iShares U.S. Consumer Goods ETF 0.2 39 22 6.5 -1.7
ISRA VanEck Israel ETF 0.2 59 2 9.2 +1.1
ITEQ BlueStar Israel Technology ETF 0.2 75 -14 2.2 -5.9
CWS AdvisorShares Focused Equity ETF 0.2 66 -5 6.0 -2.2
BYTE Roundhill IO Digital Infrastructure ETF 0.2 76 -15 5.4 -2.8
IYF iShares U.S. Financials ETF 0.2 39 22 8.1 -0.1
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 0.2 69 -8 8.0 -0.2
QDEF FlexShares Quality Dividend Defensive Index Fund 0.2 37 24 7.5 -0.6
TAN Invesco Solar ETF 0.2 69 -8 4.2 -4.0
ONLN ProShares Online Retail ETF 0.2 58 3 -2.6 -10.8
SCHM Schwab U.S. Mid-Cap ETF 0.2 4 57 6.5 -1.6
VIRS Pacer BioThreat Strategy ETF 0.2 70 -9 6.9 -1.3
FLQL Franklin LibertyQ U.S. Equity ETF 0.2 15 46 7.8 -0.3
AWAY ETFMG Travel Tech ETF 0.2 75 -14 -3.5 -11.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.2 14 47 6.1 -2.1
PSIL AdvisorShares Psychedelics ETF 0.2 68 -7 0.0 -8.2
EBIZ Global X E-Commerce ETF 0.1 50 11 0.8 -7.4
ARKQ Ark Autonomous Tech. & Robotics ETF 0.1 75 -14 1.9 -6.3
ARKX ARK Space Exploration & Innovation ETF 0.1 75 -14 2.0 -6.1
CARZ First Trust NASDAQ Global Auto Index Fund 0.1 70 -9 5.0 -3.2
VONE Vanguard Russell 1000 ETF 0.1 8 53 6.0 -2.2
IWB iShares Russell 1000 ETF 0.1 15 46 5.9 -2.3
JQUA JPMorgan U.S. Quality Factor ETF 0.1 12 49 6.7 -1.5
CIRC JPMorgan Sustainable Consumption ETF 0.1 49 12 5.6 -2.5
IWTR iShares MSCI Water Management Multisector ETF 0.1 47 14 5.6 -2.5
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.1 47 14 6.1 -2.1
EPU iShares MSCI All Peru Capped ETF 0.1 57 4 7.5 -0.7
IYJ iShares U.S. Industrials ETF 0.1 39 22 5.8 -2.3
IBET iBET Sports Betting and Gaming ETF 0.1 79 -18 2.2 -6.0
TINY ProShares Nanotechnology ETF 0.1 58 3 1.4 -6.7
DTEC ALPS Disruptive Technologies ETF 0.1 50 11 4.1 -4.1
JPRE JPMorgan Realty Income ETF 0.1 50 11 6.6 -1.6
FFND Future Fund Active ETF 0.1 101 -40 2.3 -5.9
MTVR Fount Metaverse ETF 0.1 70 -9 6.3 -1.9
ABEQ Absolute Core Strategy ETF 0.1 85 -24 4.9 -3.3
BECO BlackRock Future Climate and Sustainable Economy ETF 0.1 70 -9 5.0 -3.2
AIEQ AI Powered Equity ETF 0.1 75 -14 6.8 -1.4
BIDS Amplify Digital & Online Trading ETF 0.1 59 2 8.3 +0.1
DRLL Strive U.S. Energy ETF 0.1 41 20 6.9 -1.3
BOSS Global X Founder-Run Companies ETF 0.1 45 16 3.5 -4.7
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.1 38 23 7.4 -0.8
DWLD Davis Select Worldwide ETF 0.1 62 -1 7.9 -0.3
SOLR SmartETFs Sustainable Energy II Fund 0.1 79 -18 3.7 -4.5
MOTO SmartETFs Smart Transportation & Technology ETF 0.1 68 -7 7.1 -1.1
RAYS Global X Solar ETF 0.1 50 11 3.6 -4.6
WOOD iShares Global Timber & Forestry ETF 0.1 40 21 10.3 +2.1
ODDS Pacer BlueStar Digital Entertainment ETF 0.1 60 1 5.3 -2.9
YUMY VanEck Future of Food ETF 0.1 69 -8 4.2 -3.9
COWZ Pacer US Cash Cows 100 ETF 0.1 49 12 11.8 +3.6
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.1 49 12 7.5 -0.7
IYH iShares U.S. Healthcare ETF 0.1 39 22 7.6 -0.6
RECS Columbia Research Enhanced Core ETF 0.1 15 46 7.1 -1.1
TMFG Motley Fool Global Opportunities ETF 0.1 85 -24 4.2 -4.0
IUSG iShares Core S&P US Growth ETF 0.1 4 57 6.2 -2.0
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.1 39 22 -1.2 -9.3
IQM Franklin Intelligent Machines ETF 0.1 50 11 3.6 -4.6
KROP Global X AgTech & Food Innovation ETF 0.1 50 11 -1.5 -9.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 50 6.0 -2.2
FDG American Century Focused Dynamic Growth ETF 0.1 45 16 3.0 -5.2
HEET Hartford Schroders ESG US Equity ETF 0.1 39 22 7.0 -1.1
DKRB Subversive Decarbonization ETF 0.1 75 -14 4.9 -3.3
LOUP Innovator Loup Frontier Tech ETF 0.1 70 -9 3.1 -5.0
BTEK BlackRock Future Tech ETF 0.1 88 -27 0.6 -7.5
WCBR WisdomTree Cybersecurity Fund 0.1 45 16 1.4 -6.7
FRNW Fidelity Clean Energy ETF 0.1 39 22 2.0 -6.2
BUG Global X Cybersecurity ETF 0.1 50 11 2.3 -5.9
TEMP JPMorgan Climate Change Solutions ETF 0.1 49 12 4.4 -3.7
ENFR Alerian Energy Infrastructure ETF 0.1 35 26 4.9 -3.3
EINC VanEck Energy Income ETF 0.1 46 15 5.0 -3.1
NDIV Amplify Natural Resources Dividend Income ETF 0.1 59 2 13.4 +5.3
BITQ Bitwise Crypto Industry Innovators ETF 0.1 85 -24 -26.0 -34.2
BLOK Amplify Transformational Data Sharing ETF 0.1 71 -10 -1.8 -9.9
CGGR Capital Group Growth ETF 0.1 39 22 4.0 -4.2
YALL God Bless America ETF 0.1 65 -4 3.8 -4.4
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ET 0.1 85 -24 0.9 -7.3
USVT US Value ETF 0.1 49 12 12.3 +4.1
DAPP VanEck Digital Transformation ETF 0.1 50 11 -74.8 -82.9
FOVL iShares Focused Value Factor ETF 0.1 25 36 12.5 +4.3
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 0.1 60 1 2.5 -5.7
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.1 60 1 -20.8 -29.0
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 0.1 68 -7 -0.0 -8.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 41 5.8 -2.4
DURA VanEck Morningstar Durable Dividend ETF 0.1 29 32 8.0 -0.2
VNSE Natixis Vaughan Nelson Select ETF 0.1 80 -19 4.0 -4.2
GDIV Harbor Dividend Growth Leaders ETF 0.1 50 11 7.0 -1.2
VERS ProShares Metaverse ETF 0.1 58 3 -5.3 -13.5
DRIV Global X Autonomous & Electric Vehicles ETF 0.1 68 -7 4.4 -3.7
KBWP Invesco KBW Property & Casualty Insurance ETF 0.1 35 26 7.2 -1.0
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.1 75 -14 3.7 -4.5
JHMM John Hancock Multifactor Mid Cap ETF 0.1 41 20 7.7 -0.4
JMOM JPMorgan U.S. Momentum Factor ETF 0.1 12 49 6.7 -1.5
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 0.1 85 -24 8.4 +0.3
GURU Global X Guru Index ETF 0.1 75 -14 5.4 -2.8
GRZZ Grizzle Growth ETF 0.1 75 -14 6.8 -1.4
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 0.1 75 -14 5.9 -2.3
SPRE SP Funds S&P Global REIT Sharia ETF 0.1 69 -8 5.1 -3.1
DEIF Sterling Capital Diverse Multi-Manager Active ETF 0.1 65 -4 7.2 -1.0
ETEC iShares Breakthrough Environmental Solutions ETF 0.1 47 14 4.9 -3.2
IYG iShares US Financial Services ETF 0.1 39 22 7.8 -0.4
STXV Strive 1000 Value ETF 0.0 18 43 8.7 +0.5
ENTR Entrepreneur 30 Fund 0.0 49 12 2.4 -5.8
VONG Vanguard Russell 1000 Growth Index Fund 0.0 8 53 5.4 -2.7
IWF iShares Russell 1000 Growth ETF 0.0 18 43 5.3 -2.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.0 19 42 7.2 -1.0
IYW iShares U.S. Technology ETF 0.0 39 22 5.2 -3.0
DGRW WisdomTree U.S. Quality Dividend Growth Fund 0.0 28 33 6.6 -1.5
SCHK Schwab 1000 Index ETF 0.0 5 56 6.0 -2.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.0 15 46 5.7 -2.5
STXG Strive 1000 Growth ETF 0.0 18 43 5.2 -2.9
HLAL Wahed FTSE USA Shariah ETF 0.0 50 11 5.6 -2.6
ACVF American Conservative Values ETF 0.0 75 -14 5.3 -2.8
JHML John Hancock Multifactor Large Cap ETF 0.0 29 32 6.5 -1.7

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

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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 Small Cap Core 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 10.5 %
Divided by: Fwd. P/BV 1.2 x
Less: Expense ratio 61 bp
Equals: ALTAR Score 8.2 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.55 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.