Invesco S&P MidCap 400 GARP ETF
ALTAR
Score™		 6.7% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 17.2x P/Sales
ratio		 2.3x
P/BV
ratio		 2.2x Div.
yield		 0.9%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
Invesco S&P Mid Cap 400 Equal Weight ETF is an exchange-traded fund incorporated in the USA. The Fund's investment objective is to correspond as closely as possible, before fees and expenses, to the price and yield performance of the S&P Mid Cap 400 Equal Weight Index.

FUND BASICS
Category US Equities
Fund Sponsor Security Investors LLC
Website guggenheiminvestments.com
Inception date Dec 03, 2010
Assets (mns) $477
Currency USD
Expense ratio 35 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust
Weighting Equal
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 57
Wgt avg mkt cap (mns) $9,284
Large cap (>$10bn) 32.8%
Mid cap ($2-10bn) 65.2%
Small cap (<$2bn) 2.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
CELSIUS HOLDINGS, INC. 3.6 %
RAMBUS INC 3.2 %
COMFORT SYSTEMS USA INC 3.2 %
MEDPACE HOLDINGS, INC. 3.1 %
APPFOLIO INC CLASS A 2.5 %
HYATT HOTELS CORP - CL A 2.4 %
RENAISSANCERE HOLDINGS LTD 2.3 %
HALOZYME THERAPEUTICS INC 2.3 %
AAON INC 2.3 %
UNITED THERAPEUTICS CORP 2.2 %
Total 27.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 91.3 %
BERMUDA 2.3 %
CAYMAN ISLANDS 2.1 %
SWITZERLAND 1.0 %







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.
6.0% 23.1% 7.5% 11.0% 11.1%

Market Correlations
versus... Beta R-squared
S&P500 0.98 51%
MSCI EAFE 0.61 32%
MSCI Emg. Mkts. 0.40 24%

Technical Indicators
Recent close $128.80
30d moving avg. $126.85
Annualized volatility 19.9%
Short interest (ETF) 0.3%
Short interest (Underlying) 5.1%
Relative strength (RSI) 60

Liquidity measures
Avg. volume (thou.) 11
Turnover 0.3%
Bid/Ask (% of price) 0.24%
ADV underlying (mns) $3,071

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 698 potential alternatives to the Invesco S&P MidCap 400 GARP ETF ETF based on the alternatives' overlap in portfolio holdings with GRPM. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: GRPM Expense: 35 bp ALTAR Score™: 6.7%


ALTERNATIVE ETFs BASED ON OVERLAP WITH GRPM
Ticker Fund
Name		 Overlap1
vs GRPM
(%)		 Expense
ratio
(bp)		 Savings
vs GRPM
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs GRPM
(%)
XMHQ Invesco S&P MidCap Quality ETF 34.1 25 10 5.9 -0.8
XMVM Invesco S&P MidCap Value with Momentum ETF 20.0 39 -4 7.3 +0.6
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 18.3 49 -14 6.3 -0.4
CSMD Congress SMid Growth ETF 16.5 69 -34 3.4 -3.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 16.2 15 20 5.9 -0.8
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 15.6 15 20 4.0 -2.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 15.4 10 25 4.0 -2.7
IJK iShares S&P Mid-Cap 400 Growth ETF 15.2 17 18 3.9 -2.8
KRE State Street SPDR S&P Regional Banking ETF 15.0 35 0 8.3 +1.6
GRNJ Fundstrat Granny Shots US Small & Mid Cap ETF 14.7 75 -40 1.7 -5.0
MIDE Xtrackers S&P MidCap 400 ESG ETF 14.5 15 20 6.6 -0.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 14.4 60 -25 6.4 -0.3
FSGS First Trust SMID Growth Strength ETF 14.1 60 -25 4.9 -1.9
BUL Pacer US Cash Cows Growth ETF 14.1 60 -25 3.4 -3.4
MDY SPDR S&P Midcap 400 ETF Trust 14.0 23 12 5.7 -1.0
XJH iShares ESG Screened S&P Mid-Cap ETF 14.0 12 23 5.8 -1.0
RNSC Furst Trust Small Cap US Equity Select ETF 14.0 60 -25 4.6 -2.1
KBE State Street SPDR S&P Bank ETF 13.7 35 0 8.4 +1.6
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 13.6 60 -25 5.7 -1.0
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 13.5 3 32 5.9 -0.8
IVOO Vanguard S&P Mid-Cap 400 ETF 13.4 7 28 5.9 -0.9
IAT iShares U.S. Regional Banks ETF 13.3 40 -5 8.0 +1.3
IJH iShares Core S&P Mid-Cap ETF 13.2 5 30 5.9 -0.8
FTXO First Trust Nasdaq Bank ETF 12.3 60 -25 7.3 +0.6
KBWR Invesco KBW Regional Banking ETF 12.0 35 0 8.2 +1.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 11.5 30 5 3.6 -3.2
XMMO Invesco S&P MidCap Momentum ETF 11.4 34 1 3.2 -3.5
NUSC Nuveen ESG Small-Cap ETF 11.3 31 4 4.8 -2.0
SMCF Themes US Small Cap Cash Flow Champions ETF 11.2 29 6 9.7 +3.0
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 11.2 15 20 7.7 +1.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 11.1 10 25 7.8 +1.1
IJJ iShares S&P Mid-Cap 400 Value ETF 11.0 18 17 7.7 +1.0
FXO First Trust Financials AlphaDEX Fund 11.0 62 -27 8.0 +1.3
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 10.8 35 0 6.2 -0.6
SMOX Horizon Small/Mid Cap Core Equity ETF 10.5 75 -40 5.1 -1.6
IQSM IQ Candriam U.S. Mid Cap Equity ETF 10.5 15 20 5.0 -1.8
RWK Invesco S&P MidCap 400 Revenue ETF 10.3 39 -4 7.6 +0.8
EZM WisdomTree U.S. MidCap Fund 10.2 38 -3 7.8 +1.1
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 10.1 40 -5 6.7 -0.0
AMID Argent Mid Cap ETF Argent Mid Cap ETF 10.0 52 -17 5.0 -1.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 9.7 4 31 5.5 -1.3
RFV Invesco S&P Midcap 400 Pure Value ETF 9.6 35 0 10.9 +4.2
ASCE Allspring SMID Core ETF 9.5 38 -3 2.7 -4.0
FSMD Fidelity Small-Mid Multifactor ETF 9.5 15 20 6.3 -0.5
AIRR First Trust RBA American Industrial Renaissance ETF 8.8 70 -35 3.3 -3.4
DON WisdomTree U.S. MidCap Dividend Fund 8.7 38 -3 8.0 +1.2
STXM Strive Mid-Cap ETF 8.6 18 17 5.8 -0.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 8.5 24 11 5.8 -1.0
AFMC First Trust Active Factor Mid Cap ETF 8.5 65 -30 6.8 +0.1
FFOX FundX Future Fund Opportunities ETF 8.4 100 -65 2.4 -4.3
FNK First Trust Mid Cap Value AlphaDEX Fund 8.4 70 -35 9.5 +2.8
VBK Vanguard Small-Cap Growth ETF 8.0 7 28 1.2 -5.5
ALIL Argent Focused Small Cap ETF 7.9 74 -39 5.4 -1.3
SCHM Schwab U.S. Mid-Cap ETF 7.8 4 31 5.6 -1.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 7.7 7 28 5.1 -1.6
PDP Invesco Dorsey Wright Momentum ETF 7.6 62 -27 1.4 -5.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 7.6 75 -40 5.9 -0.8
FLDZ RiverNorth Patriot ETF 7.4 75 -40 5.5 -1.2
CALF Pacer US Small Cap Cash Cows 100 ETF 7.3 59 -24 9.0 +2.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 7.1 49 -14 4.4 -2.3
AVMV Avantis U.S. Mid Cap Value ETF 7.0 20 15 7.1 +0.4
AZTD Aztlan Global Stock Selection DM SMID ETF 7.0 75 -40 4.0 -2.7
RNMC First Trust Mid Cap US Equity Select ETF 6.9 60 -25 6.9 +0.1
FSCS First Trust SMID Capital Strength ETF 6.8 60 -25 7.0 +0.3
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 6.8 95 -60 -0.6 -7.3
SMLF iShares U.S. SmallCap Equity Factor ETF 6.8 15 20 4.8 -1.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 6.7 70 -35 2.0 -4.8
GLRY Inspire Faithward Mid Cap Momentum ETF 6.7 80 -45 3.6 -3.1
FNX First Trust Mid Cap Core AlphaDEX Fund 6.7 60 -25 6.0 -0.7
PRAY FIS Christian Stock Fund 6.6 69 -34 3.8 -2.9
DFSV Dimensional US Small Cap Value ETF 6.6 31 4 8.7 +1.9
TMFX Motley Fool Next Index ETF 6.5 50 -15 3.0 -3.8
FFTY Innovator IBD 50 ETF 6.5 80 -45 -0.1 -6.8
QABA First Trust NASDAQ ABA Community Bank Index Fund 6.4 60 -25 7.6 +0.9
DFAT Dimensional U.S. Targeted Value ETF 6.4 28 7 8.4 +1.7
VB Vanguard Small-Cap ETF 6.4 5 30 5.1 -1.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 6.4 17 18 4.8 -2.0
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 6.4 60 -25 5.5 -1.2
PTH Invesco Dorsey Wright Healthcare Momentum ETF 6.4 60 -25 -1.5 -8.2
GOP Unusual Whales Subversive Republican Trading ETF 6.4 50 -15 4.1 -2.6
SMMD iShares Russell 2500 ETF 6.3 15 20 5.3 -1.4
IWP iShares Russell Mid-Cap Growth ETF 6.3 23 12 2.8 -3.9
ICAP InfraCap Equity Income Fund ETF 6.3 171 -136 4.4 -2.4
DSMC Distillate Small/Mid Cash Flow ETF 6.2 55 -20 10.8 +4.0
TAX Cambria Tax Aware ETF 6.1 49 -14 4.0 -2.7
CVY Invesco Zacks Multi-Asset Income ETF 6.1 106 -71 9.9 +3.1
ISCG iShares Morningstar Small-Cap Growth ETF 6.0 6 29 2.7 -4.1
PXE Invesco Energy Exploration & Production ETF 6.0 60 -25 12.6 +5.8
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 6.0 55 -20 8.7 +2.0
JHSC John Hancock Multifactor Small Cap ETF 6.0 42 -7 5.8 -0.9
BFOR ALPS Barron's 400 ETF 5.9 65 -30 4.8 -1.9
FTXH First Trust Nasdaq Pharmaceuticals ETF 5.9 60 -25 6.9 +0.2
RNIN Bushido Capital US SMID Cap Equity ETF 5.9 70 -35 10.5 +3.8
VFQY Vanguard U.S. Quality Factor ETF 5.9 13 22 5.4 -1.4
WCLD WisdomTree Cloud Computing Fund 5.8 45 -10 1.5 -5.2
JHMM John Hancock Multifactor Mid Cap ETF 5.8 42 -7 5.3 -1.4
PBE Invesco Biotechnology & Genome ETF 5.8 58 -23 1.8 -4.9
FBT First Trust NYSE Arca Biotechnology Index Fund 5.8 56 -21 2.4 -4.3
VXF Vanguard Extended Market ETF 5.7 5 30 3.6 -3.1
ISCB iShares Morningstar Small-Cap ETF 5.6 4 31 5.3 -1.5
HWAY Themes US Infrastructure ETF 5.6 29 6 4.4 -2.3
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 5.6 20 15 5.7 -1.0
JSML Janus Henderson Small Cap Growth Alpha ETF 5.5 30 5 2.5 -4.2
DFAS Dimensional U.S. Small Cap ETF 5.4 26 9 5.4 -1.3
ECML Euclidean Fundamental Value ETF 5.4 95 -60 8.8 +2.1
SCDV Bahl & Gaynor Small Cap Dividend ETF 5.4 70 -35 4.0 -2.8
FXN First Trust Energy AlphaDEX Fund 5.3 62 -27 10.7 +4.0
ISCV iShares Morningstar Small Cap Value ETF 5.3 6 29 7.6 +0.9
SFLO VictoryShares Small Cap Free Cash Flow ETF 5.2 49 -14 8.0 +1.2
VBR Vanguard Small Cap Value ETF 5.2 7 28 7.7 +0.9
AVMC Avantis U.S. Mid Cap Equity ETF 5.2 18 17 5.9 -0.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5.1 24 11 7.0 +0.3
AVUV Avantis U.S. Small Cap Value ETF 5.1 25 10 7.8 +1.1
FTDS First Trust Dividend Strength ETF 5.1 70 -35 7.2 +0.4
FLOW Global X U.S. Cash Flow Kings 100 ETF 5.1 25 10 11.2 +4.5
IBB iShares Biotechnology ETF 5.1 45 -10 -0.5 -7.2
TPSC Timothy Plan US Small Cap Core ETF 5.0 52 -17 6.5 -0.3
VAMO Cambria Value & Momentum ETF 4.9 61 -26 5.3 -1.5
PKB Invesco Building & Construction ETF 4.9 62 -27 3.4 -3.4
QGRO American Century U.S. Quality Growth ETF 4.8 29 6 3.9 -2.9
IBBQ Invesco Nasdaq Biotechnology ETF 4.8 19 16 0.3 -6.4
QQQJ Invesco NASDAQ Next Gen 100 ETF 4.8 15 20 3.8 -2.9
FNDA Schwab Fundamental US Small Co. Index ETF 4.8 25 10 5.9 -0.8
SRHQ SRH U.S. Quality ETF 4.8 35 0 6.2 -0.6
RSMC Rockefeller U.S. Small-Mid Cap ETF 4.8 75 -40 3.9 -2.8
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 4.8 30 5 7.5 +0.8
BBP Virtus LifeSci Biotech Products ETF 4.7 79 -44 -4.0 -10.7
GVLU Gotham 1000 Value ETF 4.7 50 -15 8.2 +1.5
FMDE Fidelity Enhanced Mid Cap ETF 4.6 23 12 5.3 -1.5
TMAT Main Thematic Innovation ETF 4.5 164 -129 -1.9 -8.7
FXH First Trust Health Care AlphaDEX Fund 4.5 62 -27 4.7 -2.0
KBWB Invesco KBW Bank ETF 4.5 35 0 6.4 -0.4
FCPI Fidelity Stocks for Inflation ETF 4.5 15 20 5.8 -1.0
ABOT Abacus FCF Innovation Leaders ETF 4.5 69 -34 3.8 -2.9
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 4.5 20 15 5.8 -0.9
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 4.4 48 -13 7.8 +1.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 4.3 35 0 6.6 -0.2
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.3 58 -23 5.0 -1.7
PBJ Invesco Food & Beverage ETF 4.3 57 -22 7.9 +1.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 4.3 20 15 4.6 -2.2
NUMG Nuveen ESG Mid-Cap Growth ETF 4.3 31 4 1.8 -4.9
FCG First Trust Natural Gas ETF 4.3 60 -25 14.7 +8.0
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF 4.3 35 0 10.7 +3.9
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 4.2 61 -26 5.8 -0.9
HELX Franklin Genomic Advancements ETF 4.2 50 -15 -1.4 -8.1
STXK Strive Small-Cap ETF 4.2 18 17 5.0 -1.7
JPSV JPMorgan Active Small Cap Value ETF 4.1 74 -39 7.3 +0.5
FFSM Fidelity Fundamental Small-Mid Cap ETF 4.1 43 -8 4.7 -2.1
DSTL Distillate US Fundamental Stability & Value ETF 4.1 39 -4 7.8 +1.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 4.0 54 -19 5.9 -0.8
VFMF Vanguard U.S. Multifactor ETF 4.0 18 17 6.4 -0.3
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 4.0 60 -25 7.8 +1.1
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 3.9 35 0 8.9 +2.1
EQAL Invesco Russell 1000 Equal Weight ETF 3.9 20 15 6.0 -0.7
SCHA Schwab U.S. Small-Cap ETF 3.9 4 31 4.2 -2.6
BKSE BNY Mellon US Small Cap Core Equity ETF 3.9 4 31 5.1 -1.7
FTXN First Trust Nasdaq Oil & Gas ETF 3.8 60 -25 9.1 +2.4
WSML iShares MSCI World Small-Cap ETF 3.8 15 20 5.2 -1.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 3.8 39 -4 3.4 -3.3
WDNA WisdomTree BioRevolution Fund 3.8 45 -10 -2.2 -8.9
XBI State Street SPDR S&P Biotech ETF 3.7 35 0 -1.8 -8.5
XRT State Street SPDR S&P Retail ETF 3.7 35 0 7.4 +0.6
VFVA Vanguard U.S. Value Factor ETF 3.7 13 22 9.3 +2.5
NIXT Research Affiliates Deletions ETF 3.7 9 26 6.5 -0.3
PSC Principal U.S. Small-Cap ETF 3.7 38 -3 3.5 -3.2
SIXL ETC 6 Meridian Low Beta Equity ETF 3.7 80 -45 5.9 -0.8
SYLD Cambria Shareholder Yield ETF 3.7 59 -24 10.2 +3.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.7 18 17 6.7 -0.0
FMTM MarketDesk Focused U.S. Momentum ETF 3.6 45 -10 4.5 -2.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 3.6 39 -4 2.2 -4.5
AFSM First Trust Active Factor Small Cap ETF 3.6 75 -40 5.5 -1.2
FLRG Fidelity U.S. Multifactor ETF 3.5 15 20 5.8 -1.0
XSW State Street SPDR S&P Software & Services ETF 3.5 35 0 2.8 -3.9
HTEC ROBO Global Healthcare Technology and Innovation ETF 3.5 68 -33 2.4 -4.3
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 3.5 40 -5 5.2 -1.6
OSCV Opus Small Cap Value ETF 3.5 79 -44 5.9 -0.9
FMKT The Free Markets ETF 3.5 76 -41 4.1 -2.6
IFRA iShares U.S. Infrastructure ETF 3.4 30 5 5.4 -1.3
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 3.4 49 -14 3.7 -3.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.4 64 -29 1.2 -5.6
FESM Fidelity Enhanced Small Cap ETF 3.4 28 7 2.2 -4.6
DBSC Deepwater Beachfront Small Cap ETF 3.4 85 -50 1.1 -5.6
IWO iShares Russell 2000 Growth ETF 3.4 24 11 0.5 -6.3
VRAI Virtus Real Asset Income ETF 3.3 55 -20 8.3 +1.6
IEO iShares U.S. Oil & Gas Exploration & Production ETF 3.3 40 -5 10.5 +3.8
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 3.3 65 -30 0.6 -6.2
HEAL Global X HealthTech ETF 3.3 50 -15 -1.5 -8.2
KIE State Street SPDR S&P Insurance ETF 3.3 35 0 6.7 -0.0
AGNG Global X Aging Population ETF 3.3 50 -15 4.4 -2.4
FXD First Trust Consumer Discretionary AlphaDEX Fund 3.3 61 -26 7.6 +0.9
SMHX VanEck Fabless Semiconductor ETF 3.2 35 0 1.7 -5.1
SNSR Global X Internet of Things ETF 3.2 68 -33 3.2 -3.6
PRN Invesco Dorsey Wright Industrials Momentum ETF 3.2 60 -25 1.1 -5.7
CWS AdvisorShares Focused Equity ETF 3.2 84 -49 4.8 -2.0
BEEZ Honeytree U.S. Equity ETF 3.2 64 -29 3.7 -3.0
CTEF Castellan Targeted Equity ETF 3.2 45 -10 2.5 -4.2
USMF WisdomTree U.S. Multifactor Fund 3.2 28 7 6.4 -0.4
QVAL Alpha Architect US Quantitative Value ETF 3.2 39 -4 9.3 +2.6
MBOX Freedom Day Dividend ETF 3.2 39 -4 6.7 -0.1
ETHO Etho Climate Leadership U.S. ETF 3.2 47 -12 4.1 -2.6
IBUY Amplify Online Retail ETF 3.1 65 -30 2.2 -4.5
ITB iShares U.S. Home Construction ETF 3.1 40 -5 11.6 +4.8
XHB State Street SPDR S&P Homebuilders ETF 3.1 35 0 10.5 +3.8
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.1 65 -30 5.1 -1.6
IWR iShares Russell Midcap ETF 3.1 19 16 5.2 -1.5
PSP Invesco Global Listed Private Equity ETF 3.1 106 -71 6.7 -0.0
LNGX Global X U.S. Natural Gas ETF 3.1 45 -10 10.9 +4.1
ABFL Abacus FCF Leaders ETF 3.1 59 -24 3.7 -3.1
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 3.1 20 15 7.2 +0.5
FCLD Fidelity Cloud Computing ETF 3.1 39 -4 2.9 -3.8
PKW Invesco Buyback Achievers ETF 3.1 62 -27 7.2 +0.5
AUSF Global X Adaptive U.S. Factor ETF 3.1 27 8 8.1 +1.4
LOUP Innovator Deepwater Frontier Tech ETF 3.0 70 -35 0.8 -5.9
DEUS Xtrackers Russell US Multifactor ETF 3.0 17 18 6.3 -0.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.0 25 10 7.5 +0.8
SMRI Bushido Capital US Equity ETF 3.0 71 -36 7.4 +0.7
TMDV ProShares Russell US Dividend Growers ETF 3.0 35 0 6.2 -0.6
FDHT Fidelity Digital Health ETF 3.0 39 -4 1.7 -5.0
FAB First Trust Multi Cap Value AlphaDEX Fund 2.9 67 -32 8.5 +1.8
FXG First Trust Consumer Staples AlphaDEX Fund 2.9 63 -28 8.3 +1.5
RSSL Global X Russell 2000 ETF 2.9 8 27 2.6 -4.1
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.9 52 -17 4.8 -1.9
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.9 35 0 5.9 -0.8
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 2.9 60 -25 3.9 -2.9
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.9 60 -25 6.1 -0.6
VUSE Vident U.S. Equity Strategy ETF 2.8 50 -15 3.6 -3.1
XITK State Street SPDR FactSet Innovative Technology ETF 2.8 45 -10 0.1 -6.7
LST Leuthold Select Industries ETF 2.8 91 -56 4.7 -2.1
HYP Golden Eagle Dynamic Hypergrowth ETF 2.8 85 -50 -0.8 -7.5
DFNV Donoghue Forlines Innovation ETF 2.8 69 -34 3.9 -2.8
IWM iShares Russell 2000 ETF 2.8 19 16 2.5 -4.2
VTWG Vanguard Russell 2000 Growth ETF 2.8 10 25 0.6 -6.1
OPTZ Optimize Strategy Index ETF 2.8 50 -15 3.2 -3.6
VFLO VictoryShares Free Cash Flow ETF 2.8 39 -4 7.2 +0.5
RDVY First Trust Rising Dividend Achievers ETF 2.8 50 -15 4.9 -1.9
FTC First Trust Large Cap Growth AlphaDEX Fund 2.8 59 -24 1.6 -5.1
LYLD Cambria Large Cap Shareholder Yield ETF 2.7 59 -24 8.3 +1.6
VUSV Vanguard Wellington U.S. Value Active ETF 2.7 30 5 5.6 -1.1
DGLO First Trust RBA Deglobalization ETF 2.7 70 -35 5.2 -1.5
MFVL Motley Fool Value Factor ETF 2.7 50 -15 5.8 -0.9
ZIG Acquirers Fund 2.7 84 -49 20.5 +13.8
PXI Invesco Dorsey Wright Energy Momentum ETF 2.6 60 -25 5.5 -1.2
CANC Tema Oncology ETF 2.6 75 -40 -2.4 -9.1
FDLS Inspire Fidelis Multi Factor ETF 2.6 76 -41 3.1 -3.6
AVLV Avantis U.S. Large Cap Value ETF 2.6 15 20 5.7 -1.1
SQLV Royce Quant Small-Cap Quality Value ETF 2.6 60 -25 7.7 +1.0
VTWO Vanguard Russell 2000 ETF 2.5 7 28 2.7 -4.1
XSD State Street SPDR S&P Semiconductor ETF 2.5 35 0 1.9 -4.8
PXJ Invesco Oil & Gas Services ETF 2.5 63 -28 2.8 -3.9
IEZ iShares U.S. Oil Equipment & Services ETF 2.5 40 -5 2.7 -4.0
XES State Street SPDR S&P Oil & Gas Equipment & Services ETF 2.5 35 0 1.2 -5.5
VFMO Vanguard U.S. Momentum Factor ETF 2.5 13 22 1.6 -5.1
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 2.5 55 -20 3.0 -3.7
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.4 29 6 6.2 -0.5
PTL Inspire 500 ETF 2.4 9 26 4.3 -2.4
DVGR DAC 3D Dividend Growth ETF 2.4 65 -30 4.7 -2.1
WCEO Hypatia Women CEO ETF 2.4 85 -50 4.6 -2.2
DRLL Strive U.S. Energy ETF 2.4 41 -6 8.2 +1.5
JVAL JPMorgan U.S. Value Factor ETF 2.4 12 23 6.5 -0.2
JSTC Adasina Social Justice All Cap Global ETF 2.4 89 -54 4.2 -2.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.4 25 10 4.8 -1.9
DFNL Davis Select Financial ETF 2.3 63 -28 7.4 +0.6
KBWP Invesco KBW Property & Casualty Insurance ETF 2.3 35 0 7.3 +0.5
AVIE Avantis  Inflation Focused Equity ETF 2.3 25 10 6.1 -0.7
MGMT Ballast Small/Mid Cap ETF 2.3 110 -75 7.3 +0.5
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.3 20 15 3.9 -2.9
ACSI American Customer Satisfaction ETF 2.3 65 -30 4.4 -2.3
DXUV Dimensional US Vector Equity ETF 2.3 28 7 5.2 -1.6
EBI Longview Advantage ETF 2.3 35 0 5.8 -0.9
CIBR First Trust NASDAQ Cybersecurity ETF 2.3 60 -25 3.6 -3.1
TXS Texas Capital Texas Equity Index ETF 2.3 49 -14 5.0 -1.8
FFND Future Fund Active ETF 2.2 100 -65 4.3 -2.5
JHDV John Hancock U.S. High Dividend ETF 2.2 34 1 5.7 -1.0
VTWV Vanguard Russell 2000 Value ETF 2.2 10 25 4.8 -2.0
IWS iShares Russell Mid-Cap Value ETF 2.2 23 12 5.9 -0.8
IWN iShares Russell 2000 Value ETF 2.2 24 11 4.6 -2.1
PJP Invesco Pharmaceuticals ETF 2.2 57 -22 6.9 +0.1
KONG Formidable Fortress ETF 2.2 89 -54 5.3 -1.5
PINK Simplify Health Care ETF 2.2 50 -15 0.9 -5.8
BBH VanEck Biotech ETF 2.2 35 0 5.4 -1.3
LFSC F/m Emerald Life Sciences Innovation ETF 2.2 79 -44 0.0 -6.7
FFF Founders 100 ETF 2.1 75 -40 2.4 -4.3
HOMZ Hoya Capital Housing ETF 2.1 30 5 10.1 +3.3
ISMD Inspire Small/Mid Cap ETF 2.1 54 -19 4.8 -1.9
TMFG Motley Fool Global Opportunities ETF 2.1 85 -50 3.7 -3.1
MFMO Motley Fool Momentum Factor ETF 2.0 50 -15 1.9 -4.9
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 2.0 12 23 3.3 -3.4
ROE Astoria US Quality Kings ETF 2.0 49 -14 5.1 -1.6
ONEY State Street SPDR Russell 1000 Yield Focus ETF 2.0 20 15 8.4 +1.7
UDI USCF Dividend Income Fund 2.0 65 -30 6.5 -0.2
TTAC FCF US Quality ETF 2.0 59 -24 5.6 -1.1
SCDS JPMorgan Fundamental Data Science Small Core ETF 2.0 40 -5 3.5 -3.2
DVY iShares Select Dividend ETF 2.0 38 -3 8.0 +1.3
IQM Franklin Intelligent Machines ETF 2.0 50 -15 1.0 -5.8
ROUS Hartford Multifactor US Equity ETF 2.0 19 16 5.2 -1.5
AVUQ Avantis U.S. Quality ETF 2.0 15 20 3.5 -3.2
PAVE Global X U.S. Infrastructure Development ETF 1.9 47 -12 4.0 -2.7
AVSU Avantis Responsible U.S. Equity ETF 1.9 15 20 4.8 -2.0
DFAC Dimensional U.S. Core Equity 2 ETF 1.9 17 18 4.6 -2.2
FTGS First Trust Growth Strength ETF 1.9 60 -25 3.6 -3.2
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.9 80 -45 6.8 +0.0
JPEF JPMorgan Equity Focus ETF 1.9 50 -15 3.7 -3.0
FTXG First Trust Nasdaq Food & Beverage ETF 1.9 60 -25 7.5 +0.8
CCSO Carbon Collective Climate Solutions US Equity ETF 1.8 35 0 0.9 -5.9
TEXN iShares Texas Equity ETF 1.8 20 15 5.0 -1.8
AVUS Avantis U.S. Equity ETF 1.8 15 20 4.6 -2.1
FELG Fidelity Enhanced Large Cap Growth ETF 1.8 18 17 3.3 -3.5
IMCG iShares Morningstar Mid-Cap Growth ETF 1.8 6 29 3.2 -3.5
HAPS Harbor Human Capital Factor US Small Cap ETF 1.8 60 -25 3.3 -3.4
BAI iShares AI Innovation and Tech Active ETF 1.8 55 -20 0.8 -5.9
TPHD Timothy Plan High Dividend Stock ETF 1.8 52 -17 6.0 -0.7
FENY Fidelity MSCI Energy Index ETF 1.8 8 27 7.1 +0.4
IYF iShares U.S. Financials ETF 1.8 40 -5 5.6 -1.2
XHS State Street SPDR S&P Health Care Services ETF 1.8 35 0 3.5 -3.2
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 1.8 39 -4 3.9 -2.8
LGRO Level Four Large Cap Growth Active ETF 1.8 55 -20 3.6 -3.1
FDRV Fidelity Electric Vehicles and Future Transportation ETF 1.8 39 -4 0.9 -5.8
DAT ProShares Big Data Refiners ETF 1.7 58 -23 3.1 -3.6
VIS Vanguard Industrials ETF 1.7 9 26 3.5 -3.2
FIDU Fidelity MSCI Industrial Index ETF 1.7 8 27 3.5 -3.2
IYG iShares US Financial Services ETF 1.7 40 -5 5.1 -1.6
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.7 50 -15 3.4 -3.3
FQAL Fidelity Quality Factor ETF 1.7 15 20 4.8 -2.0
VCR Vanguard Consumer Discretionary ETF 1.7 9 26 4.3 -2.4
FEX First Trust Large Cap Core AlphaDEX Fund 1.7 59 -24 4.8 -2.0
VFH Vanguard Financials ETF 1.7 9 26 6.0 -0.7
FNCL Fidelity MSCI Financials Index ETF 1.7 8 27 6.0 -0.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.7 29 6 5.4 -1.3
MILN Global X Millennial Consumer ETF 1.7 50 -15 4.0 -2.7
MID American Century Mid Cap Growth Impact ETF 1.6 45 -10 2.9 -3.8
AVSC Avantis U.S Small Cap Equity ETF 1.6 25 10 4.5 -2.2
YOKE Yoke Core ETF 1.6 42 -7 3.5 -3.3
JQUA JPMorgan U.S. Quality Factor ETF 1.6 12 23 4.8 -1.9
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 1.6 35 0 5.7 -1.1
CFA VictoryShares US 500 Volatility Wtd ETF 1.6 35 0 5.2 -1.5
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.6 60 -25 4.6 -2.1
CCNR ALPS CoreCommodity Natural Resources ETF 1.6 39 -4 8.1 +1.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.6 40 -5 5.2 -1.5
MDLV Morgan Dempsey Large Cap Value ETF 1.6 58 -23 5.7 -1.0
QLV FlexShares US Quality Low Volatility Index Fund 1.6 22 13 5.0 -1.7
XHE State Street SPDR S&P Health Care Equipment ETF 1.6 35 0 3.8 -2.9
PEY Invesco High Yield Equity Dividend Achievers ETF 1.6 52 -17 8.7 +2.0
GDIV Harbor Dividend Growth Leaders ETF 1.5 50 -15 3.9 -2.8
GPZ VanEck Alternative Asset Manager ETF 1.5 40 -5 5.0 -1.7
AAUM Tema Alternative Asset Managers ETF 1.5 99 -64 5.0 -1.7
IYE iShares U.S. Energy ETF 1.5 40 -5 7.0 +0.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.5 65 -30 1.4 -5.4
SVAL iShares US Small Cap Value Factor ETF 1.5 20 15 7.1 +0.4
SKYY First Trust Cloud Computing ETF 1.5 60 -25 2.8 -3.9
MADE iShares U.S. Manufacturing ETF 1.5 40 -5 3.3 -3.4
DCOR Dimensional US Core Equity 1 ETF 1.5 14 21 4.5 -2.2
SXQG ETC 6 Meridian Quality Growth ETF 1.5 100 -65 3.0 -3.7
BUYZ Franklin Disruptive Commerce ETF 1.5 50 -15 2.4 -4.3
LRGF iShares U.S. Equity Factor ETF 1.5 8 27 4.5 -2.2
VDE Vanguard Energy ETF 1.5 9 26 7.1 +0.3
FXZ First Trust Materials AlphaDEX Fund 1.5 61 -26 6.4 -0.3
ITA iShares U.S. Aerospace & Defense ETF 1.5 40 -5 1.4 -5.3
IYM iShares U.S. Basic Materials ETF 1.5 40 -5 4.3 -2.4
XAR State Street SPDR S&P Aerospace & Defense ETF 1.5 35 0 1.6 -5.1
CBSE Clough Select Equity ETF 1.5 85 -50 0.3 -6.4
OIH VanEck Oil Services ETF 1.5 35 0 2.6 -4.2
TCV Towle Value ETF 1.5 85 -50 9.2 +2.5
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.5 15 20 7.6 +0.9
RDIV Invesco S&P Ultra Dividend Revenue ETF 1.4 39 -4 9.4 +2.7
DFSU Dimensional US Sustainability Core 1 ETF 1.4 18 17 4.6 -2.2
FDIS Fidelity MSCI Consumer Discretionary Index ETF 1.4 8 27 4.3 -2.4
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.4 20 15 0.8 -6.0
SDY State Street SPDR S&P Dividend ETF 1.4 35 0 6.0 -0.7
DFUV Dimensional US Marketwide Value ETF 1.4 22 13 5.9 -0.8
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 1.4 45 -10 -1.4 -8.1
TIME Clockwise Core Equity & Innovation ETF 1.4 95 -60 2.0 -4.7
IYJ iShares U.S. Industrials ETF 1.3 40 -5 3.9 -2.8
IGV iShares Expanded Tech-Software Sector ETF 1.3 41 -6 3.5 -3.3
BRIF FIS Bright Portfolios Focused Equity ETF 1.3 65 -30 3.3 -3.4
JMOM JPMorgan U.S. Momentum Factor ETF 1.3 12 23 3.2 -3.5
BLES Inspire Global Hope ETF 1.3 61 -26 5.6 -1.1
ARB AltShares Merger Arbitrage ETF 1.3 77 -42 2.6 -4.1
HDUS Hartford Disciplined US Equity ETF 1.3 19 16 4.7 -2.0
IDNA iShares Genomics Immunology and Healthcare ETF 1.3 47 -12 -0.3 -7.0
COPY Tweedy, Browne Insider + Value ETF 1.3 80 -45 14.6 +7.9
FPAG FPA Global Equity ETF 1.3 49 -14 5.7 -1.0
ONLN ProShares Online Retail ETF 1.2 58 -23 1.3 -5.4
PAWZ ProShares Pet Care ETF 1.2 50 -15 4.3 -2.5
VLU State Street SPDR S&P 1500 Value Tilt ETF 1.2 12 23 6.1 -0.7
DEEP Roundhill Acquirers Deep Value ETF 1.2 80 -45 15.2 +8.4
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 1.2 15 20 7.3 +0.5
CZA Invesco Zacks Mid-Cap ETF 1.2 72 -37 5.8 -1.0
MAKX ProShares S&P Kensho Smart Factories ETF 1.2 58 -23 1.0 -5.7
RSHO Tema American Reshoring ETF 1.2 75 -40 3.3 -3.5
IHF iShares U.S. Healthcare Providers ETF 1.2 40 -5 6.9 +0.2
ABIG Argent Large Cap ETF 1.2 49 -14 4.2 -2.5
KCE State Street SPDR S&P Capital Markets ETF 1.2 35 0 5.7 -1.0
GQQQ Astoria US Quality Growth Kings ETF 1.2 35 0 3.2 -3.6
XLI Industrial Select Sector SPDR 1.2 8 27 3.5 -3.2
AFLG First Trust Active Factor Large Cap ETF 1.2 55 -20 4.9 -1.8
FELC Fidelity Enhanced Large Cap Core ETF 1.2 18 17 4.3 -2.5
WCBR WisdomTree Cybersecurity Fund 1.2 45 -10 2.3 -4.4
BUG Global X Cybersecurity ETF 1.2 51 -16 2.6 -4.1
CLOU Global X Cloud Computing ETF 1.2 68 -33 2.6 -4.1
IHAK iShares Cybersecurity & Tech ETF 1.2 47 -12 3.6 -3.1
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 1.2 60 -25 2.7 -4.0
SPAM Themes Cybersecurity ETF 1.2 35 0 2.1 -4.6
ABLS Abacus FCF Small Cap Leaders ETF 1.2 59 -24 4.4 -2.4
XMLV Invesco S&P MidCap Low Volatility ETF 1.2 25 10 6.8 +0.1
BUZZ VanEck Social Sentiment ETF 1.2 75 -40 -0.7 -7.4
IMCB iShares Morningstar Mid-Cap ETF 1.2 4 31 5.1 -1.7
RAYD Rayliant Quantitative Developed Market Equity ETF 1.1 80 -45 3.5 -3.3
RBLD First Trust Alerian US NextGen Infrastructure ETF 1.1 65 -30 3.7 -3.0
SMOG VanEck Low Carbon Energy ETF 1.1 61 -26 1.2 -5.5
VSDA VictoryShares Dividend Accelerator ETF 1.1 35 0 6.4 -0.4
IETC iShares U.S. Tech Independence Focused ETF 1.1 18 17 3.0 -3.8
CGGO Capital Group Global Growth Equity ETF 1.1 47 -12 3.8 -2.9
MVPA Miller Value Partners Appreciation ETF 1.1 60 -25 10.1 +3.3
FELV Fidelity Enhanced Large Cap Value ETF 1.1 18 17 5.4 -1.3
SURE AdvisorShares Insiders Advantage ETF 1.1 90 -55 7.6 +0.9
VHT Vanguard Health Care ETF 1.1 9 26 5.2 -1.6
FLQL Franklin LibertyQ U.S. Equity ETF 1.1 15 20 4.5 -2.3
FHLC Fidelity MSCI Health Care Index ETF 1.1 8 27 5.4 -1.4
GURU Global X Guru Index ETF 1.1 75 -40 2.3 -4.4
RUNN Running Oak Efficient Growth ETF 1.1 58 -23 4.9 -1.8
EATZ AdvisorShares Restaurant ETF 1.1 101 -66 4.9 -1.8
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.1 60 -25 5.0 -1.7
IGE iShares North American Natural Resources ETF 1.1 41 -6 5.8 -0.9
DRIV Global X Autonomous & Electric Vehicles ETF 1.1 68 -33 2.8 -3.9
AOTS AOT Software Platform ETF 1.0 49 -14 4.7 -2.0
NETZ TCW Transform Systems ETF 1.0 75 -40 1.3 -5.4
ALTL Pacer Lunt Large Cap Alternator ETF 1.0 60 -25 4.3 -2.4
DTEC ALPS Disruptive Technologies ETF 1.0 50 -15 3.7 -3.1
PFI Invesco Dorsey Wright Financial Momentum ETF 1.0 60 -25 4.6 -2.2
IYH iShares U.S. Healthcare ETF 1.0 40 -5 5.9 -0.9
SMDV ProShares Russell 2000 Dividend Growers ETF 1.0 40 -5 6.7 +0.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.0 19 16 5.0 -1.8
SAGP Strategas Global Policy Opportunities ETF 1.0 65 -30 4.9 -1.8
IDRV iShares Self-driving EV & Tech ETF 1.0 47 -12 1.3 -5.5
SIXG Defiance Connective Technologies ETF 1.0 30 5 2.5 -4.2
JHML John Hancock Multifactor Large Cap ETF 1.0 29 6 4.4 -2.4
CLOD Themes Cloud Computing ETF 1.0 35 0 3.2 -3.6
DHS WisdomTree U.S. High Dividend Fund 1.0 38 -3 8.0 +1.3
ULVM VictoryShares US Value Momentum ETF 1.0 20 15 6.0 -0.8
DFAU Dimensional US Core Equity Market ETF 1.0 12 23 4.2 -2.5
ENHU iShares Enhanced Large Cap Core Active ETF 1.0 22 13 4.0 -2.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.0 9 26 3.6 -3.1
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 1.0 8 27 5.4 -1.3
STXV Strive 1000 Value ETF 0.9 18 17 6.7 -0.0
FTXL First Trust Nasdaq Semiconductor ETF 0.9 60 -25 1.7 -5.0
LCLG Logan Capital Broad Innovative Growth ETF 0.9 99 -64 2.7 -4.1
SFGV Sequoia Global Value ETF 0.9 23 12 7.0 +0.2
REVS Columbia Research Enhanced Value ETF 0.9 19 16 6.5 -0.2
IUSG iShares Core S&P U.S. Growth ETF 0.9 4 31 3.0 -3.7
JGRO JPMorgan Active Growth ETF 0.9 44 -9 2.4 -4.3
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.9 15 20 4.1 -2.6
MTUM iShares MSCI USA Momentum Factor ETF 0.9 15 20 2.2 -4.6
IYC iShares U.S. Consumer Discretionary ETF 0.9 40 -5 3.5 -3.2
HART IQ Healthy Hearts ETF 0.9 45 -10 5.8 -0.9
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 0.9 38 -3 6.8 +0.1
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 0.9 35 0 6.8 +0.1
QUAL iShares MSCI USA Quality Factor ETF 0.9 15 20 4.3 -2.4
VDC Vanguard Consumer Staples ETF 0.9 9 26 5.4 -1.3
MFIG Motley Fool Innovative Growth Factor ETF 0.9 50 -15 2.7 -4.0
FDMO Fidelity Momentum Factor ETF 0.9 15 20 2.4 -4.4
IEDI iShares U.S. Consumer Focused ETF 0.8 18 17 5.1 -1.6
DEW WisdomTree Global High Dividend Fund 0.8 58 -23 7.1 +0.4
RECS Columbia Research Enhanced Core ETF 0.8 15 20 5.2 -1.5
MNZL Manzil Russell Halal USA Broad MarketETF 0.8 40 -5 3.7 -3.1
ARTY iShares Future AI & Tech ETF 0.8 47 -12 2.2 -4.5
FDG American Century Focused Dynamic Growth ETF 0.8 45 -10 1.7 -5.0
ESGV Vanguard ESG U.S. Stock ETF 0.8 9 26 4.1 -2.7
FITE State Street SPDR S&P Kensho Future Security ETF 0.8 45 -10 1.1 -5.7
IAK iShares U.S. Insurance ETF 0.8 40 -5 6.9 +0.2
LBO WHITEWOLF Publicly Listed Private Equity ETF 0.8 70 -35 8.6 +1.8
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.8 3 32 4.3 -2.5
IYK iShares U.S. Consumer Staples ETF 0.8 40 -5 5.8 -0.9
CHGX AXS Change Finance ESG ETF 0.8 49 -14 4.1 -2.6
FBCG Fidelity Blue Chip Growth ETF 0.8 59 -24 2.1 -4.6
FBCV Fidelity Blue Chip Value ETF 0.8 59 -24 5.7 -1.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.8 12 23 3.4 -3.3
DTD WisdomTree U.S. Total Dividend Fund 0.8 28 7 5.6 -1.1
QGRW WisdomTree U.S. Quality Growth Fund 0.8 28 7 2.8 -4.0
DFUS Dimensional U.S. Equity ETF 0.8 9 26 4.0 -2.7
SIZE iShares MSCI USA Size Factor ETF 0.8 15 20 5.4 -1.4
FDL First Trust Morningstar Dividend Leaders Index Fund 0.8 45 -10 9.0 +2.3
FXL First Trust Technology AlphaDEX Fund 0.8 61 -26 4.8 -1.9
WLDR Affinity World Leaders Equity ETF 0.8 67 -32 5.5 -1.3
SOXX iShares Semiconductor ETF 0.7 35 0 1.8 -5.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.7 65 -30 4.4 -2.3
EUSA iShares MSCI USA Equal Weighted ETF 0.7 9 26 5.4 -1.4
VTI Vanguard Total Stock Market ETF 0.7 3 32 4.0 -2.7
PPTY US Diversified Real Estate ETF 0.7 53 -18 7.3 +0.5
GVUS Marketbeta Russell 1000 Value Equity ETF 0.7 12 23 5.3 -1.5
VSLU Applied Finance Valuation Large Cap ETF 0.7 49 -14 4.9 -1.9
IWV iShares Russell 3000 ETF 0.7 20 15 3.9 -2.8
VTHR Vanguard Russell 3000 ETF 0.7 7 28 4.1 -2.7
SOXQ Invesco PHLX Semiconductor ETF 0.7 19 16 1.8 -5.0
SCHB Schwab U.S. Broad Market ETF 0.7 3 32 4.1 -2.6
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 0.7 5 30 7.2 +0.5
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.7 12 23 3.6 -3.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.7 3 32 4.1 -2.7
FTEC Fidelity MSCI Information Technology Index ETF 0.7 8 27 2.9 -3.8
NUMV Nuveen ESG Mid-Cap Value ETF 0.7 31 4 5.4 -1.3
NANR SPDR S&P North American Natural Resources ETF 0.7 35 0 6.4 -0.4
FNDB Schwab Fundamental US Broad Market Index ETF 0.7 25 10 6.0 -0.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.7 11 24 4.1 -2.7
VONV Vanguard Russell 1000 Value ETF 0.7 7 28 5.3 -1.4
STXD Strive 1000 Dividend Growth ETF 0.7 35 0 4.3 -2.4
SCHD Schwab US Dividend Equity ETF 0.7 6 29 8.1 +1.3
IWD iShares Russell 1000 Value ETF 0.7 19 16 5.2 -1.5
VYM Vanguard High Dividend Yield Index ETF 0.7 6 29 6.0 -0.8
SCHK Schwab 1000 Index ETF 0.7 5 30 4.2 -2.6
INRO iShares U.S. Industry Rotation Active ETF 0.7 42 -7 3.4 -3.3
IYY iShares Dow Jones U.S. ETF 0.7 20 15 4.0 -2.7
VOT Vanguard Mid-Cap Growth ETF 0.7 7 28 3.0 -3.8
KNCT Invesco Next Gen Connectivity ETF 0.7 40 -5 2.8 -4.0
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.7 15 20 6.2 -0.5
PRF Invesco FTSE RAFI US 1000 ETF 0.7 34 1 5.5 -1.2
VGT Vanguard Information Technology ETF 0.7 9 26 24.1 +17.4
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.7 47 -12 7.5 +0.8
AKAF The Frontier Economic Fund 0.7 20 15 5.1 -1.6
EXI iShares Global Industrials ETF 0.7 42 -7 3.5 -3.2
VONE Vanguard Russell 1000 ETF 0.6 7 28 4.2 -2.6
GINN Goldman Sachs Innovate Equity ETF 0.6 52 -17 3.7 -3.1
GQI Natixis Gateway Quality Income ETF 0.6 34 1 4.5 -2.2
DRUP GraniteShares Nasdaq Select Disruptors ETF 0.6 60 -25 3.7 -3.1
IWB iShares Russell 1000 ETF 0.6 15 20 4.1 -2.6
IUS Invesco RAFI Strategic US ETF 0.6 19 16 5.5 -1.3
ITAN Sparkline Intangible Value ETF 0.6 50 -15 5.7 -1.0
KRMA Global X Conscious Companies ETF 0.6 43 -8 5.1 -1.6
VONG Vanguard Russell 1000 Growth ETF 0.6 7 28 3.5 -3.2
DGRO iShares Core Dividend Growth ETF 0.6 8 27 5.5 -1.3
FYT First Trust Small Cap Value AlphaDEX Fund 0.6 73 -38 9.6 +2.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.6 29 6 3.9 -2.8
SCHV Schwab U.S. Large-Cap Value ETF 0.6 4 31 5.4 -1.3
SMOT VanEck Morningstar SMID Moat ETF 0.6 49 -14 6.3 -0.5
QQQS Invesco NASDAQ Future Gen 200 ETF 0.6 20 15 -3.6 -10.3
ONEQ Fidelity Nasdaq Composite Index ETF 0.6 21 14 2.8 -3.9
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.6 35 0 4.7 -2.0
IUSV iShares Core S&P US Value ETF 0.6 4 31 5.7 -1.0
FTA First Trust Large Cap Value AlphaDEX Fund 0.6 59 -24 7.6 +0.9
RCGE RockCreek Global Equality ETF 0.6 95 -60 6.0 -0.8
IWF iShares Russell 1000 Growth ETF 0.6 19 16 14.2 +7.5
VIG Vanguard Dividend Appreciation ETF 0.6 5 30 4.8 -1.9
STXG Strive 1000 Growth ETF 0.6 18 17 3.2 -3.6
TRFM AAM Transformers ETF 0.6 49 -14 0.9 -5.8
DFVX Dimensional US Large Cap Vector ETF 0.6 22 13 5.2 -1.6
SCHG Schwab U.S. Large-Cap Growth ETF 0.6 4 31 3.3 -3.4
QDF FlexShares Quality Dividend Index Fund 0.6 37 -2 5.2 -1.5
LRGC AB US Large Cap Strategic Equities ETF 0.6 48 -13 3.8 -3.0
YNOT Horizon Digital Frontier ETF 0.6 75 -40 2.5 -4.3
FBOT Fidelity Disruptive Automation ETF 0.6 50 -15 2.8 -3.9
ROSC Hartford Multifactor Small Cap ETF 0.6 34 1 7.0 +0.3
QDEF FlexShares Quality Dividend Defensive Index Fund 0.5 37 -2 5.4 -1.4
CGDG Capital Group Dividend Growers ETF 0.5 47 -12 5.1 -1.6
CARZ First Trust NASDAQ Global Auto Index Fund 0.5 70 -35 2.1 -4.6
JDOC JPMorgan Healthcare Leaders ETF 0.5 65 -30 3.5 -3.2
SCHX Schwab U.S. Large-Cap ETF 0.5 3 32 4.2 -2.5
FVAL Fidelity Value Factor ETF 0.5 15 20 5.8 -0.9
AIPO Defiance AI & Power Infrastructure ETF 0.5 69 -34 0.7 -6.0
IMCV iShares Morningstar Mid-Cap Value ETF 0.5 6 29 6.9 +0.2
FYX First Trust Small Cap Core AlphaDEX Fund 0.5 61 -26 5.2 -1.6
FPX First Trust US Equity Opportunities ETF 0.5 61 -26 0.7 -6.0
VT Vanguard Total World Stock ETF 0.5 6 29 4.9 -1.9
LRND IQ U.S. Large Cap R&D Leaders ETF 0.5 14 21 3.9 -2.9
MOO VanEck Agribusiness ETF 0.5 53 -18 9.3 +2.6
PNQI Invesco NASDAQ Internet ETF 0.5 60 -25 3.9 -2.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.5 60 -25 5.8 -0.9
DES WisdomTree U.S. SmallCap Dividend Fund 0.5 38 -3 7.9 +1.2
QLC FlexShares US Quality Large Cap Index Fund 0.5 25 10 4.4 -2.3
VALQ American Century U.S. Quality Value ETF 0.5 29 6 7.0 +0.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -44 3.9 -2.8
QUVU Hartford Quality Value ETF 0.4 46 -11 5.5 -1.3
FDN First Trust Dow Jones Internet Index Fund 0.4 52 -17 2.7 -4.1
FDND FT Vest Dow Jones Internet & Target Income ETF 0.4 75 -40 2.6 -4.1
DUHP Dimensional US High Profitability ETF 0.4 21 14 5.1 -1.7
USXF iShares ESG Advanced MSCI USA ETF 0.4 10 25 3.7 -3.1
EIPI FT Energy Income Partners Enhanced Income ETF 0.4 110 -75 5.5 -1.3
BOUT Innovator IBD Breakout Opportunities ETF 0.4 81 -46 2.7 -4.0
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.4 9 26 5.1 -1.7
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.4 38 -3 8.8 +2.1
PFM Invesco Dividend Achievers ETF 0.4 53 -18 4.6 -2.1
ILCG iShares Morningstar Growth ETF 0.4 4 31 3.0 -3.8
EPS WisdomTree U.S. LargeCap Fund 0.4 8 27 4.6 -2.1
FNDX Schwab Fundamental US Large Co. Index ETF 0.4 25 10 6.1 -0.7
ANEW ProShares MSCI Transformational Changes ETF 0.4 45 -10 4.4 -2.4
SDG iShares MSCI Global Sustainable Development Goals ETF 0.4 49 -14 4.5 -2.2
EGUS iShares ESG Aware MSCI USA Growth ETF 0.4 18 17 2.9 -3.8
IGPT Invesco AI and Next Gen Software ETF 0.4 60 -25 2.1 -4.6
BIBL Inspire 100 ETF 0.4 35 0 4.0 -2.7
COWZ Pacer US Cash Cows 100 ETF 0.4 49 -14 7.8 +1.0
FVD First Trust Value Line Dividend Index Fund 0.4 65 -30 5.7 -1.1
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 0.4 12 23 5.6 -1.2
AQLT iShares MSCI Global Quality Factor ETF 0.4 18 17 0.0 -6.7
XOEF iShares S&P 500 ex S&P 100 ETF 0.4 20 15 4.5 -2.2
EES WisdomTree U.S. SmallCap Fund 0.4 38 -3 7.7 +0.9
IGM iShares Expanded Tech Sector ETF 0.4 41 -6 2.5 -4.2
GEW Cambria Global EW ETF 0.3 29 6 5.3 -1.5
SGLC SGI U.S. Large Cap Core ETF 0.3 85 -50 3.6 -3.2
ACWV iShares MSCI Global Min Vol Factor ETF 0.3 20 15 5.7 -1.0
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.3 50 -15 7.7 +0.9
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.3 40 -5 2.9 -3.8
USEW Cambria US EW ETF 0.3 30 5 4.0 -2.7
DIVB iShares Core Dividend ETF 0.3 5 30 6.8 +0.1
CHPX Global X AI Semiconductor & Quantum ETF 0.3 50 -15 1.4 -5.3
WTV WisdomTree US Value ETF 0.3 12 23 7.6 +0.9
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.3 15 20 5.0 -1.8
VEGN US Vegan Climate ETF 0.3 60 -25 3.1 -3.6
VO Vanguard Mid-Cap ETF 0.3 4 31 20.5 +13.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.3 14 21 4.1 -2.6
DFLV Dimensional US Large Cap Value ETF 0.3 22 13 6.0 -0.8
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.3 49 -14 5.0 -1.7
TRFK Pacer Data and Digital Revolution ETF 0.3 60 -25 1.6 -5.1
STOX Horizon Core Equity ETF 0.3 70 -35 3.5 -3.2
DGRW WisdomTree US Quality Dividend Growth Fund 0.3 28 7 4.9 -1.8
SSPY Syntax Stratified LargeCap ETF 0.3 30 5 5.9 -0.8
AIQ Global X Artificial Intelligence & Technology ETF 0.3 68 -33 2.6 -4.2
CVAR Cultivar ETF 0.3 87 -52 7.1 +0.4
XPND First Trust Expanded Technology ETF 0.3 65 -30 2.7 -4.0
TMFC Motley Fool 100 Index ETF 0.3 50 -15 2.9 -3.8
ILCB iShares Morningstar U.S. Equity ETF 0.3 3 32 4.0 -2.7
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 0.3 40 -5 1.6 -5.2
VEGI iShares MSCI Agriculture Producers ETF 0.2 39 -4 7.8 +1.0
THRO iShares U.S. Thematic Rotation Active ETF 0.2 90 -55 3.0 -3.7
FYC First Trust Small Cap Growth AlphaDEX Fund 0.2 71 -36 -0.6 -7.4
SFTY Horizon Managed Risk ETF 0.2 77 -42 3.4 -3.3
XDAT Franklin Exponential Data ETF 0.2 50 -15 1.2 -5.6
NULG Nuveen ESG Large-Cap Growth ETF 0.2 26 9 2.7 -4.0
SUSL iShares ESG MSCI USA Leaders ETF 0.2 10 25 4.1 -2.6
QWLD SPDR MSCI World StrategicFactors ETF 0.2 30 5 5.1 -1.6
HLAL Wahed FTSE USA Shariah ETF 0.2 50 -15 3.5 -3.2
GSPY Gotham Enhanced 500 ETF 0.2 50 -15 4.3 -2.4
USMV iShares MSCI USA Min Vol Factor ETF 0.2 15 20 5.3 -1.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.2 2 33 4.1 -2.6
DSI iShares MSCI KLD 400 Social ETF 0.2 25 10 4.0 -2.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.2 9 26 4.3 -2.5
SFY SoFi Select 500 ETF 0.2 0 35 3.7 -3.1
VOOG Vanguard S&P 500 Growth ETF 0.2 7 28 18.2 +11.4
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.2 4 31 3.0 -3.7
IVW iShares S&P 500 Growth ETF 0.2 18 17 2.9 -3.9
APUE ActivePassive U.S. Equity ETF 0.2 45 -10 3.8 -2.9
IYW iShares U.S. Technology ETF 0.2 40 -5 2.8 -3.9
ACVF American Conservative Values ETF 0.2 75 -40 3.6 -3.1
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.2 19 16 4.7 -2.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.2 30 5 3.7 -3.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.2 45 -10 3.5 -3.2
SPXT ProShares S&P 500 Ex-Technology ETF 0.2 9 26 4.8 -1.9
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.2 27 8 6.4 -0.3
MODL VictoryShares WestEnd U.S. Sector ETF 0.2 42 -7 4.0 -2.8
VLUE iShares MSCI USA Value Factor ETF 0.2 15 20 6.0 -0.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.2 20 15 4.6 -2.1
EQL Alps Equal Sector Weight ETF 0.2 25 10 5.0 -1.7
GXLC Global X U.S. 500 ETF 0.2 2 33 4.0 -2.7
XMAG Defiance Large Cap ex-Mag 7 ETF 0.1 35 0 4.2 -2.6
TOV JLens 500 Jewish Advocacy U.S. ETF 0.1 18 17 3.8 -2.9
TOK iShares MSCI Kokusai ETF 0.1 26 9 4.2 -2.5
VOTE TCW Transform 500 ETF 0.1 5 30 4.0 -2.7
KOKU Xtrackers MSCI Kokusai Equity ETF 0.1 9 26 4.3 -2.4
PRNT 3D Printing ETF 0.1 66 -31 1.2 -5.6
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.1 8 27 4.3 -2.4
PEXL Pacer US Export Leaders ETF 0.1 60 -25 2.9 -3.9
CATH Global X S&P 500 Catholic Values Custom ETF 0.1 29 6 3.9 -2.8
GXPD Global X PureCap MSCI Consumer Discretionary ETF 0.1 25 10 3.5 -3.2
URTH iShares MSCI World ETF 0.1 24 11 4.3 -2.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 15 4.1 -2.6
PBUS Invesco MSCI USA ETF 0.1 4 31 4.1 -2.6
SPXN ProShares S&P 500 Ex-Financials ETF 0.1 9 26 3.9 -2.8
SPXV ProShares S&P 500 Ex-Health Care ETF 0.1 9 26 3.8 -2.9
CHRI Global X S&P 500 Christian Values ETF 0.1 29 6 3.9 -2.9
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.1 33 2 6.3 -0.4
TOPC iShares S&P 500 3% Capped ETF 0.1 15 20 4.3 -2.5
ESGU iShares ESG Aware MSCI USA ETF 0.1 15 20 4.1 -2.7
ILCV iShares Morningstar Value ETF 0.1 4 31 5.3 -1.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1 9 26 4.8 -2.0
VUG Vanguard Growth ETF 0.1 4 31 20.1 +13.4
ACWI iShares MSCI ACWI ETF 0.1 32 3 4.6 -2.2
XVV iShares ESG Screened S&P 500 ETF 0.1 8 27 4.1 -2.7
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 26 4.0 -2.8
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.1 20 15 3.9 -2.8
SPY SPDR S&P 500 ETF 0.1 9 26 4.1 -2.7
SPYM State Street SPDR Portfolio S&P 500 ETF 0.1 2 33 4.2 -2.6
VOO Vanguard S&P 500 ETF 0.1 3 32 4.1 -2.6
BKLC BNY Mellon US Large Cap Core Equity ETF 0.1 0 35 4.1 -2.7
IVV iShares Core S&P 500 ETF 0.1 3 32 4.2 -2.6
DSPY Tema S&P 500 Historical Weight ETF 0.1 18 17 4.3 -2.5
GXPT Global X PureCap MSCI Information Technology ETF 0.1 25 10 3.1 -3.6
WOMN Impact Shares YWCA Women's Empowerment ETF 0.1 75 -40 4.8 -2.0
PRXV Praxis Impact Large Cap Value ETF 0.1 36 -1 5.4 -1.3
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 -30 3.3 -3.4
PRXG Praxis Impact Large Cap Growth ETF 0.1 36 -1 3.1 -3.7
VV Vanguard Large-Cap ETF 0.1 4 31 4.0 -2.7
DLN WisdomTree U.S. LargeCap Dividend Fund 0.1 28 7 5.3 -1.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.1 75 -40 3.1 -3.7
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.0 32 3 3.9 -2.9
RAUS RACWI US ETF 0.0 15 20 4.1 -2.7
XT iShares Exponential Technologies ETF 0.0 46 -11 3.8 -2.9
NULV Nuveen ESG Large-Cap Value ETF 0.0 26 9 5.1 -1.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.0 10 25 4.1 -2.6
WSGE Warren Street Global Equity ETF 0.0 80 -45 2.8 -4.0
GLOF iShares Global Equity Factor ETF 0.0 20 15 5.5 -1.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.0 7 28 4.3 -2.4
WRND IQ Global Equity R&D Leaders ETF 0.0 18 17 4.0 -2.8

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

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 Invesco S&P MidCap 400 GARP ETF
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 14.7 %
Divided by: Fwd. P/BV 2.1 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 6.7 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.60 CATEGORY
AVERAGE		 1.57
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.