Invesco S&P MidCap 400 GARP ETF
ALTAR
Score™		 6.8% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 17.1x P/Sales
ratio		 2.2x
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) $473
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 April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
4.8% 26.6% 7.5% 11.0% 11.1%

Market Correlations
versus... Beta R-squared
S&P500 1.02 56%
MSCI EAFE 0.64 30%
MSCI Emg. Mkts. 0.46 25%

Technical Indicators
Recent close $127.78
30d moving avg. $125.78
Annualized volatility 19.9%
Short interest (ETF) 0.3%
Short interest (Underlying) 5.1%
Relative strength (RSI) 56

Liquidity measures
Avg. volume (thou.) 14
Turnover 0.4%
Bid/Ask (% of price) 0.24%
ADV underlying (mns) $3,071

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 700 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™: 6.8%


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 -0.9
XMVM Invesco S&P MidCap Value with Momentum ETF 20.0 39 -4 7.6 +0.8
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 18.4 49 -14 6.2 -0.6
CSMD Congress SMid Growth ETF 16.7 69 -34 3.4 -3.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 16.2 15 20 6.0 -0.7
IJK iShares S&P Mid-Cap 400 Growth ETF 15.5 17 18 4.0 -2.8
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 15.5 15 20 4.0 -2.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 15.2 10 25 4.0 -2.7
KRE State Street SPDR S&P Regional Banking ETF 14.9 35 0 8.8 +2.1
GRNJ Fundstrat Granny Shots US Small & Mid Cap ETF 14.8 75 -40 1.7 -5.1
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 14.6 60 -25 6.6 -0.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 14.5 15 20 6.6 -0.1
BUL Pacer US Cash Cows Growth ETF 14.2 60 -25 3.3 -3.5
XJH iShares ESG Screened S&P Mid-Cap ETF 14.2 12 23 5.8 -0.9
FSGS First Trust SMID Growth Strength ETF 14.0 60 -25 4.8 -1.9
RNSC Furst Trust Small Cap US Equity Select ETF 14.0 60 -25 4.6 -2.1
MDY SPDR S&P Midcap 400 ETF Trust 13.9 23 12 5.8 -0.9
KBE State Street SPDR S&P Bank ETF 13.6 35 0 8.9 +2.1
IAT iShares U.S. Regional Banks ETF 13.4 40 -5 8.6 +1.8
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 13.4 3 32 6.0 -0.7
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 13.3 60 -25 5.9 -0.8
IJH iShares Core S&P Mid-Cap ETF 13.3 5 30 6.0 -0.8
IVOO Vanguard S&P Mid-Cap 400 ETF 13.3 7 28 6.0 -0.8
FTXO First Trust Nasdaq Bank ETF 12.1 60 -25 7.9 +1.2
KBWR Invesco KBW Regional Banking ETF 12.0 35 0 8.2 +1.4
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 3.3 -3.5
NUSC Nuveen ESG Small-Cap ETF 11.3 31 4 4.8 -1.9
SMCF Themes US Small Cap Cash Flow Champions ETF 11.2 29 6 9.8 +3.1
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 11.1 15 20 7.9 +1.2
IJJ iShares S&P Mid-Cap 400 Value ETF 11.1 18 17 7.9 +1.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 11.0 10 25 8.0 +1.3
FXO First Trust Financials AlphaDEX Fund 11.0 62 -27 8.5 +1.8
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 10.9 35 0 6.3 -0.4
SMOX Horizon Small/Mid Cap Core Equity ETF 10.6 75 -40 5.3 -1.5
IQSM IQ Candriam U.S. Mid Cap Equity ETF 10.5 15 20 5.0 -1.7
FFOX FundX Future Fund Opportunities ETF 10.3 100 -65 2.5 -4.3
RWK Invesco S&P MidCap 400 Revenue ETF 10.3 39 -4 7.8 +1.0
EZM WisdomTree U.S. MidCap Fund 10.2 38 -3 8.0 +1.2
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 10.1 40 -5 7.0 +0.3
AMID Argent Mid Cap ETF Argent Mid Cap ETF 10.0 52 -17 5.1 -1.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 9.7 4 31 5.5 -1.2
RFV Invesco S&P Midcap 400 Pure Value ETF 9.6 35 0 11.2 +4.4
ASCE Allspring SMID Core ETF 9.5 38 -3 2.9 -3.9
FSMD Fidelity Small-Mid Multifactor ETF 9.5 15 20 6.4 -0.3
AIRR First Trust RBA American Industrial Renaissance ETF 8.8 70 -35 3.4 -3.4
DON WisdomTree U.S. MidCap Dividend Fund 8.7 38 -3 8.2 +1.4
STXM Strive Mid-Cap ETF 8.6 18 17 5.8 -0.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 8.5 24 11 5.9 -0.8
AFMC First Trust Active Factor Mid Cap ETF 8.4 65 -30 6.9 +0.2
FNK First Trust Mid Cap Value AlphaDEX Fund 8.3 70 -35 9.8 +3.0
ALIL Argent Focused Small Cap ETF 8.0 74 -39 5.7 -1.1
VBK Vanguard Small-Cap Growth ETF 7.8 7 28 1.2 -5.6
SCHM Schwab U.S. Mid-Cap ETF 7.7 4 31 5.7 -1.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 7.7 7 28 5.2 -1.6
PDP Invesco Dorsey Wright Momentum ETF 7.6 62 -27 1.4 -5.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 7.6 75 -40 6.0 -0.7
CALF Pacer US Small Cap Cash Cows 100 ETF 7.4 59 -24 8.7 +2.0
FLDZ RiverNorth Patriot ETF 7.4 75 -40 5.6 -1.1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 7.1 49 -14 4.3 -2.4
AVMV Avantis U.S. Mid Cap Value ETF 7.0 20 15 7.2 +0.5
RNMC First Trust Mid Cap US Equity Select ETF 6.9 60 -25 6.6 -0.2
AZTD Aztlan Global Stock Selection DM SMID ETF 6.8 75 -40 4.0 -2.7
FSCS First Trust SMID Capital Strength ETF 6.8 60 -25 7.2 +0.4
SMLF iShares U.S. SmallCap Equity Factor ETF 6.8 15 20 4.8 -1.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 6.7 17 18 4.8 -1.9
PRAY FIS Christian Stock Fund 6.7 69 -34 3.8 -2.9
GLRY Inspire Faithward Mid Cap Momentum ETF 6.7 80 -45 3.7 -3.1
FFTY Innovator IBD 50 ETF 6.6 80 -45 -0.1 -6.8
TMFX Motley Fool Next Index ETF 6.6 50 -15 2.8 -3.9
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 6.5 95 -60 -0.6 -7.3
FNX First Trust Mid Cap Core AlphaDEX Fund 6.5 60 -25 6.2 -0.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 6.5 70 -35 2.0 -4.8
QABA First Trust NASDAQ ABA Community Bank Index Fund 6.4 60 -25 8.1 +1.3
ICAP InfraCap Equity Income Fund ETF 6.4 171 -136 4.4 -2.4
IWP iShares Russell Mid-Cap Growth ETF 6.4 23 12 2.8 -4.0
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 6.4 60 -25 5.7 -1.1
DFSV Dimensional US Small Cap Value ETF 6.4 31 4 8.8 +2.1
PTH Invesco Dorsey Wright Healthcare Momentum ETF 6.4 60 -25 -1.5 -8.3
GOP Unusual Whales Subversive Republican Trading ETF 6.4 50 -15 4.1 -2.6
DFAT Dimensional U.S. Targeted Value ETF 6.3 28 7 8.6 +1.9
VB Vanguard Small-Cap ETF 6.3 5 30 5.1 -1.6
SMMD iShares Russell 2500 ETF 6.3 15 20 5.4 -1.4
TAX Cambria Tax Aware ETF 6.2 49 -14 4.0 -2.8
DSMC Distillate Small/Mid Cash Flow ETF 6.2 55 -20 10.6 +3.9
CVY Invesco Zacks Multi-Asset Income ETF 6.1 106 -71 10.0 +3.2
ISCG iShares Morningstar Small-Cap Growth ETF 6.1 6 29 2.7 -4.1
PXE Invesco Energy Exploration & Production ETF 6.0 60 -25 11.8 +5.0
JHSC John Hancock Multifactor Small Cap ETF 6.0 42 -7 5.9 -0.8
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 6.0 55 -20 8.9 +2.2
RNIN Bushido Capital US SMID Cap Equity ETF 6.0 70 -35 10.3 +3.5
VFQY Vanguard U.S. Quality Factor ETF 5.9 13 22 5.5 -1.3
WCLD WisdomTree Cloud Computing Fund 5.8 45 -10 1.2 -5.6
JHMM John Hancock Multifactor Mid Cap ETF 5.8 42 -7 5.4 -1.4
BFOR ALPS Barron's 400 ETF 5.8 65 -30 4.9 -1.8
FTXH First Trust Nasdaq Pharmaceuticals ETF 5.8 60 -25 7.1 +0.4
PBE Invesco Biotechnology & Genome ETF 5.8 58 -23 1.9 -4.9
FBT First Trust NYSE Arca Biotechnology Index Fund 5.8 56 -21 2.5 -4.3
HWAY Themes US Infrastructure ETF 5.6 29 6 4.6 -2.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 5.6 20 15 5.8 -1.0
VXF Vanguard Extended Market ETF 5.6 5 30 3.7 -3.1
ISCB iShares Morningstar Small-Cap ETF 5.6 4 31 5.3 -1.4
JSML Janus Henderson Small Cap Growth Alpha ETF 5.5 30 5 2.6 -4.2
SCDV Bahl & Gaynor Small Cap Dividend ETF 5.4 70 -35 4.1 -2.7
ECML Euclidean Fundamental Value ETF 5.4 95 -60 8.9 +2.2
DFAS Dimensional U.S. Small Cap ETF 5.3 26 9 5.5 -1.2
FXN First Trust Energy AlphaDEX Fund 5.3 62 -27 10.1 +3.4
SFLO VictoryShares Small Cap Free Cash Flow ETF 5.2 49 -14 7.7 +1.0
ISCV iShares Morningstar Small Cap Value ETF 5.2 6 29 7.8 +1.0
AVMC Avantis U.S. Mid Cap Equity ETF 5.2 18 17 6.0 -0.8
VBR Vanguard Small Cap Value ETF 5.1 7 28 7.9 +1.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5.1 24 11 7.1 +0.4
AVUV Avantis U.S. Small Cap Value ETF 5.1 25 10 7.9 +1.2
FTDS First Trust Dividend Strength ETF 5.1 70 -35 7.3 +0.5
FLOW Global X U.S. Cash Flow Kings 100 ETF 5.1 25 10 10.7 +4.0
TPSC Timothy Plan US Small Cap Core ETF 5.0 52 -17 6.6 -0.1
IBB iShares Biotechnology ETF 5.0 45 -10 -0.5 -7.2
VAMO Cambria Value & Momentum ETF 4.9 61 -26 5.3 -1.4
PKB Invesco Building & Construction ETF 4.9 62 -27 3.6 -3.2
QGRO American Century U.S. Quality Growth ETF 4.8 29 6 3.8 -3.0
IBBQ Invesco Nasdaq Biotechnology ETF 4.8 19 16 0.3 -6.4
QQQJ Invesco NASDAQ Next Gen 100 ETF 4.8 15 20 3.7 -3.1
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 4.0 -2.7
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 4.8 30 5 7.6 +0.8
BBP Virtus LifeSci Biotech Products ETF 4.7 79 -44 -4.1 -10.9
GVLU Gotham 1000 Value ETF 4.7 50 -15 8.1 +1.4
FNDA Schwab Fundamental US Small Co. Index ETF 4.6 25 10 6.0 -0.7
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 4.8 -2.0
KBWB Invesco KBW Bank ETF 4.5 35 0 6.9 +0.1
FCPI Fidelity Stocks for Inflation ETF 4.5 15 20 5.7 -1.1
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 4.4 48 -13 8.0 +1.2
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 4.4 20 15 5.9 -0.9
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 -1.8
PBJ Invesco Food & Beverage ETF 4.3 57 -22 7.9 +1.1
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 4.3 20 15 4.5 -2.2
NUMG Nuveen ESG Mid-Cap Growth ETF 4.3 31 4 1.7 -5.1
FCG First Trust Natural Gas ETF 4.3 60 -25 13.7 +7.0
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF 4.3 35 0 10.0 +3.2
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 4.2 61 -26 6.0 -0.8
DSTL Distillate US Fundamental Stability & Value ETF 4.2 39 -4 7.7 +0.9
HELX Franklin Genomic Advancements ETF 4.2 50 -15 -1.4 -8.1
STXK Strive Small-Cap ETF 4.1 18 17 5.1 -1.6
JPSV JPMorgan Active Small Cap Value ETF 4.1 74 -39 7.5 +0.7
FFSM Fidelity Fundamental Small-Mid Cap ETF 4.1 43 -8 4.8 -1.9
TPHE Timothy Plan High Dividend Stock Enhanced ETF 4.0 54 -19 5.9 -0.9
VFMF Vanguard U.S. Multifactor ETF 4.0 18 17 6.6 -0.2
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 4.0 60 -25 7.7 +1.0
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 3.9 35 0 9.0 +2.3
WSML iShares MSCI World Small-Cap ETF 3.9 15 20 5.2 -1.5
EQAL Invesco Russell 1000 Equal Weight ETF 3.9 20 15 6.0 -0.7
FTXN First Trust Nasdaq Oil & Gas ETF 3.9 60 -25 8.7 +1.9
BKSE BNY Mellon US Small Cap Core Equity ETF 3.9 4 31 5.1 -1.6
SCHA Schwab U.S. Small-Cap ETF 3.8 4 31 4.2 -2.5
XRT State Street SPDR S&P Retail ETF 3.8 35 0 7.7 +0.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 3.8 39 -4 3.5 -3.2
WDNA WisdomTree BioRevolution Fund 3.8 45 -10 -2.2 -9.0
NIXT Research Affiliates Deletions ETF 3.7 9 26 6.4 -0.4
VFVA Vanguard U.S. Value Factor ETF 3.7 13 22 9.3 +2.5
PSC Principal U.S. Small-Cap ETF 3.7 38 -3 3.6 -3.2
SIXL ETC 6 Meridian Low Beta Equity ETF 3.7 80 -45 6.1 -0.6
SYLD Cambria Shareholder Yield ETF 3.7 59 -24 10.4 +3.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.7 18 17 6.9 +0.2
FMTM MarketDesk Focused U.S. Momentum ETF 3.6 45 -10 4.5 -2.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 3.6 39 -4 2.2 -4.5
FLRG Fidelity U.S. Multifactor ETF 3.5 15 20 5.7 -1.1
XBI State Street SPDR S&P Biotech ETF 3.5 35 0 -1.8 -8.6
OSCV Opus Small Cap Value ETF 3.5 79 -44 6.0 -0.8
HTEC ROBO Global Healthcare Technology and Innovation ETF 3.5 68 -33 2.5 -4.3
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 3.5 40 -5 5.1 -1.7
AFSM First Trust Active Factor Small Cap ETF 3.5 75 -40 5.7 -1.1
FMKT The Free Markets ETF 3.4 76 -41 4.0 -2.8
IWO iShares Russell 2000 Growth ETF 3.4 24 11 0.5 -6.3
XSW State Street SPDR S&P Software & Services ETF 3.4 35 0 2.5 -4.3
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 3.4 49 -14 3.6 -3.2
FESM Fidelity Enhanced Small Cap ETF 3.4 28 7 2.2 -4.6
IFRA iShares U.S. Infrastructure ETF 3.4 30 5 5.6 -1.2
DBSC Deepwater Beachfront Small Cap ETF 3.4 85 -50 1.1 -5.6
KIE State Street SPDR S&P Insurance ETF 3.4 35 0 7.1 +0.4
VRAI Virtus Real Asset Income ETF 3.3 55 -20 8.4 +1.6
IEO iShares U.S. Oil & Gas Exploration & Production ETF 3.3 40 -5 9.9 +3.1
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 -8.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.3 64 -29 1.2 -5.6
SMHX VanEck Fabless Semiconductor ETF 3.2 35 0 1.6 -5.2
SNSR Global X Internet of Things ETF 3.2 68 -33 3.1 -3.7
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 -1.9
BEEZ Honeytree U.S. Equity ETF 3.2 64 -29 3.7 -3.1
SGRT SMART Earnings Growth 30 ETF 3.2 59 -24 2.1 -4.7
CTEF Castellan Targeted Equity ETF 3.2 45 -10 2.7 -4.1
QVAL Alpha Architect US Quantitative Value ETF 3.2 39 -4 9.3 +2.6
USMF WisdomTree U.S. Multifactor Fund 3.2 28 7 6.4 -0.4
AGNG Global X Aging Population ETF 3.2 50 -15 4.4 -2.3
MBOX Freedom Day Dividend ETF 3.2 39 -4 6.7 -0.0
ABOT Abacus FCF Innovation Leaders ETF 3.2 69 -34 3.4 -3.4
FXD First Trust Consumer Discretionary AlphaDEX Fund 3.2 61 -26 7.8 +1.0
ETHO Etho Climate Leadership U.S. ETF 3.2 47 -12 4.2 -2.6
IBUY Amplify Online Retail ETF 3.1 65 -30 2.2 -4.5
IWR iShares Russell Midcap ETF 3.1 19 16 5.3 -1.5
XHB State Street SPDR S&P Homebuilders ETF 3.1 35 0 11.2 +4.4
ITB iShares U.S. Home Construction ETF 3.1 40 -5 12.2 +5.5
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.1 65 -30 5.1 -1.6
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 3.1 20 15 7.4 +0.6
LOUP Innovator Deepwater Frontier Tech ETF 3.1 70 -35 0.7 -6.1
PSP Invesco Global Listed Private Equity ETF 3.1 106 -71 6.5 -0.2
LNGX Global X U.S. Natural Gas ETF 3.1 45 -10 10.2 +3.5
FCLD Fidelity Cloud Computing ETF 3.1 39 -4 2.7 -4.1
PKW Invesco Buyback Achievers ETF 3.1 62 -27 7.4 +0.6
SMRI Bushido Capital US Equity ETF 3.0 71 -36 7.1 +0.3
DEUS Xtrackers Russell US Multifactor ETF 3.0 17 18 6.4 -0.3
AUSF Global X Adaptive U.S. Factor ETF 3.0 27 8 8.2 +1.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.0 25 10 7.7 +1.0
TMDV ProShares Russell US Dividend Growers ETF 3.0 35 0 6.5 -0.3
FDHT Fidelity Digital Health ETF 3.0 39 -4 1.7 -5.0
OPTZ Optimize Strategy Index ETF 2.9 50 -15 3.3 -3.5
FXG First Trust Consumer Staples AlphaDEX Fund 2.9 63 -28 8.6 +1.9
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.9 52 -17 4.9 -1.9
FAB First Trust Multi Cap Value AlphaDEX Fund 2.9 67 -32 8.7 +2.0
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.9 35 0 6.1 -0.6
LST Leuthold Select Industries ETF 2.9 91 -56 4.6 -2.1
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
RSSL Global X Russell 2000 ETF 2.8 8 27 2.6 -4.1
VUSE Vident U.S. Equity Strategy ETF 2.8 50 -15 3.5 -3.2
IWM iShares Russell 2000 ETF 2.8 19 16 2.6 -4.2
HYP Golden Eagle Dynamic Hypergrowth ETF 2.8 85 -50 -0.8 -7.5
DFNV Donoghue Forlines Innovation ETF 2.8 69 -34 4.3 -2.5
VFLO VictoryShares Free Cash Flow ETF 2.8 39 -4 6.8 +0.1
VTWG Vanguard Russell 2000 Growth ETF 2.8 10 25 0.6 -6.1
HOMZ Hoya Capital Housing ETF 2.7 30 5 10.5 +3.7
MFVL Motley Fool Value Factor ETF 2.7 50 -15 5.6 -1.1
MVPA Miller Value Partners Appreciation ETF 2.7 60 -25 10.0 +3.3
XITK State Street SPDR FactSet Innovative Technology ETF 2.7 45 -10 0.0 -6.7
LYLD Cambria Large Cap Shareholder Yield ETF 2.7 59 -24 8.4 +1.6
RDVY First Trust Rising Dividend Achievers ETF 2.7 50 -15 5.1 -1.7
DGLO First Trust RBA Deglobalization ETF 2.7 70 -35 5.3 -1.4
ZIG Acquirers Fund 2.7 84 -49 20.5 +13.7
FTC First Trust Large Cap Growth AlphaDEX Fund 2.6 59 -24 1.7 -5.1
PXI Invesco Dorsey Wright Energy Momentum ETF 2.6 60 -25 5.3 -1.5
VUSV Vanguard Wellington U.S. Value Active ETF 2.6 30 5 5.7 -1.1
FDLS Inspire Fidelis Multi Factor ETF 2.6 76 -41 3.2 -3.5
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 7.8 +1.1
PXJ Invesco Oil & Gas Services ETF 2.5 63 -28 2.8 -4.0
XES State Street SPDR S&P Oil & Gas Equipment & Services ETF 2.5 35 0 1.2 -5.6
IEZ iShares U.S. Oil Equipment & Services ETF 2.5 40 -5 2.6 -4.2
VTWO Vanguard Russell 2000 ETF 2.5 7 28 2.7 -4.1
CANC Tema Oncology ETF 2.5 75 -40 -2.4 -9.1
VFMO Vanguard U.S. Momentum Factor ETF 2.5 13 22 1.6 -5.1
DRLL Strive U.S. Energy ETF 2.5 41 -6 7.8 +1.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.4 29 6 6.4 -0.4
PTL Inspire 500 ETF 2.4 9 26 4.3 -2.5
DVGR DAC 3D Dividend Growth ETF 2.4 65 -30 4.6 -2.2
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 2.4 55 -20 3.2 -3.5
WCEO Hypatia Women CEO ETF 2.4 85 -50 4.6 -2.1
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 -2.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.4 25 10 4.8 -2.0
DFNL Davis Select Financial ETF 2.3 63 -28 7.8 +1.0
KBWP Invesco KBW Property & Casualty Insurance ETF 2.3 35 0 7.6 +0.9
XSD State Street SPDR S&P Semiconductor ETF 2.3 35 0 1.9 -4.9
AVIE Avantis  Inflation Focused Equity ETF 2.3 25 10 6.1 -0.6
MGMT Ballast Small/Mid Cap ETF 2.3 110 -75 7.4 +0.6
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.3 20 15 3.9 -2.8
ACSI American Customer Satisfaction ETF 2.3 65 -30 4.4 -2.4
EBI Longview Advantage ETF 2.3 35 0 5.8 -0.9
TXS Texas Capital Texas Equity Index ETF 2.3 49 -14 4.9 -1.8
DXUV Dimensional US Vector Equity ETF 2.2 28 7 5.1 -1.6
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.2 65 -30 4.5 -2.3
CIBR First Trust NASDAQ Cybersecurity ETF 2.2 60 -25 3.2 -3.6
FFND Future Fund Active ETF 2.2 100 -65 4.2 -2.5
JHDV John Hancock U.S. High Dividend ETF 2.2 34 1 5.7 -1.1
IWS iShares Russell Mid-Cap Value ETF 2.2 23 12 6.0 -0.8
PJP Invesco Pharmaceuticals ETF 2.2 57 -22 7.2 +0.4
KONG Formidable Fortress ETF 2.2 89 -54 5.1 -1.7
PINK Simplify Health Care ETF 2.2 50 -15 0.9 -5.9
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 -6.8
IWN iShares Russell 2000 Value ETF 2.1 24 11 4.7 -2.0
VTWV Vanguard Russell 2000 Value ETF 2.1 10 25 4.9 -1.9
FFF Founders 100 ETF 2.1 75 -40 2.2 -4.6
ISMD Inspire Small/Mid Cap ETF 2.1 54 -19 4.9 -1.8
TMFG Motley Fool Global Opportunities ETF 2.1 85 -50 3.7 -3.1
BAI iShares AI Innovation and Tech Active ETF 2.1 55 -20 0.8 -6.0
MFMO Motley Fool Momentum Factor ETF 2.0 50 -15 1.9 -4.9
ONEY State Street SPDR Russell 1000 Yield Focus ETF 2.0 20 15 8.6 +1.9
UDI USCF Dividend Income Fund 2.0 65 -30 6.8 +0.0
CCSO Carbon Collective Climate Solutions US Equity ETF 2.0 35 0 0.8 -5.9
TTAC FCF US Quality ETF 2.0 59 -24 5.6 -1.2
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 2.0 12 23 3.4 -3.3
SCDS JPMorgan Fundamental Data Science Small Core ETF 2.0 40 -5 3.6 -3.2
ROE Astoria US Quality Kings ETF 2.0 49 -14 5.1 -1.6
IQM Franklin Intelligent Machines ETF 2.0 50 -15 1.0 -5.8
DVY iShares Select Dividend ETF 2.0 38 -3 8.1 +1.4
ROUS Hartford Multifactor US Equity ETF 2.0 19 16 5.2 -1.5
AVUQ Avantis U.S. Quality ETF 2.0 15 20 3.4 -3.3
FTXG First Trust Nasdaq Food & Beverage ETF 1.9 60 -25 7.7 +0.9
LGRO Level Four Large Cap Growth Active ETF 1.9 55 -20 3.4 -3.3
PAVE Global X U.S. Infrastructure Development ETF 1.9 47 -12 4.2 -2.6
AVSU Avantis Responsible U.S. Equity ETF 1.9 15 20 4.8 -2.0
IMCG iShares Morningstar Mid-Cap Growth ETF 1.9 6 29 3.2 -3.5
TEXN iShares Texas Equity ETF 1.9 20 15 4.8 -1.9
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.9 80 -45 7.0 +0.3
JPEF JPMorgan Equity Focus ETF 1.9 50 -15 3.7 -3.1
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 3.5 -3.3
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 3.1 -3.7
COPY Tweedy, Browne Insider + Value ETF 1.8 80 -45 14.7 +7.9
XHS State Street SPDR S&P Health Care Services ETF 1.8 35 0 3.8 -3.0
IYF iShares U.S. Financials ETF 1.8 40 -5 5.9 -0.9
HAPS Harbor Human Capital Factor US Small Cap ETF 1.8 60 -25 3.4 -3.4
TPHD Timothy Plan High Dividend Stock ETF 1.8 52 -17 6.1 -0.6
FENY Fidelity MSCI Energy Index ETF 1.8 8 27 6.8 +0.1
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 1.8 39 -4 3.7 -3.1
FDRV Fidelity Electric Vehicles and Future Transportation ETF 1.8 39 -4 0.9 -5.9
DAT ProShares Big Data Refiners ETF 1.7 58 -23 2.7 -4.1
IYG iShares US Financial Services ETF 1.7 40 -5 5.4 -1.4
FIDU Fidelity MSCI Industrial Index ETF 1.7 8 27 3.6 -3.1
VIS Vanguard Industrials ETF 1.7 9 26 3.6 -3.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.7 50 -15 3.3 -3.4
MILN Global X Millennial Consumer ETF 1.7 50 -15 4.0 -2.7
FQAL Fidelity Quality Factor ETF 1.7 15 20 4.7 -2.0
FNCL Fidelity MSCI Financials Index ETF 1.7 8 27 6.3 -0.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.7 29 6 5.5 -1.3
VFH Vanguard Financials ETF 1.7 9 26 6.3 -0.4
MID American Century Mid Cap Growth Impact ETF 1.6 45 -10 2.8 -3.9
AVSC Avantis U.S Small Cap Equity ETF 1.6 25 10 4.6 -2.1
MADE iShares U.S. Manufacturing ETF 1.6 40 -5 3.4 -3.3
YOKE Yoke Core ETF 1.6 42 -7 3.6 -3.2
FEX First Trust Large Cap Core AlphaDEX Fund 1.6 59 -24 4.9 -1.9
JQUA JPMorgan U.S. Quality Factor ETF 1.6 12 23 4.8 -2.0
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 1.6 35 0 5.7 -1.1
VCR Vanguard Consumer Discretionary ETF 1.6 9 26 4.3 -2.4
CFA VictoryShares US 500 Volatility Wtd ETF 1.6 35 0 5.3 -1.4
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.6 60 -25 4.7 -2.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.6 40 -5 5.3 -1.5
IYE iShares U.S. Energy ETF 1.6 40 -5 6.7 -0.1
MDLV Morgan Dempsey Large Cap Value ETF 1.6 58 -23 5.8 -0.9
QLV FlexShares US Quality Low Volatility Index Fund 1.6 22 13 5.0 -1.8
XHE State Street SPDR S&P Health Care Equipment ETF 1.6 35 0 4.0 -2.8
PEY Invesco High Yield Equity Dividend Achievers ETF 1.6 52 -17 8.9 +2.1
CCNR ALPS CoreCommodity Natural Resources ETF 1.5 39 -4 7.8 +1.0
GDIV Harbor Dividend Growth Leaders ETF 1.5 50 -15 3.9 -2.8
GPZ VanEck Alternative Asset Manager ETF 1.5 40 -5 5.1 -1.7
AAUM Tema Alternative Asset Managers ETF 1.5 99 -64 5.0 -1.7
SKYY First Trust Cloud Computing ETF 1.5 60 -25 2.4 -4.4
SXQG ETC 6 Meridian Quality Growth ETF 1.5 100 -65 2.9 -3.9
SVAL iShares US Small Cap Value Factor ETF 1.5 20 15 7.3 +0.5
LRGF iShares U.S. Equity Factor ETF 1.5 8 27 4.4 -2.3
VDE Vanguard Energy ETF 1.5 9 26 6.8 +0.0
BUYZ Franklin Disruptive Commerce ETF 1.5 50 -15 2.3 -4.4
DCOR Dimensional US Core Equity 1 ETF 1.5 14 21 4.5 -2.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.5 65 -30 1.2 -5.6
FXZ First Trust Materials AlphaDEX Fund 1.5 61 -26 6.5 -0.2
XAR State Street SPDR S&P Aerospace & Defense ETF 1.5 35 0 1.6 -5.1
ITA iShares U.S. Aerospace & Defense ETF 1.5 40 -5 1.5 -5.3
IYM iShares U.S. Basic Materials ETF 1.5 40 -5 4.4 -2.3
CBSE Clough Select Equity ETF 1.5 85 -50 0.3 -6.5
OIH VanEck Oil Services ETF 1.5 35 0 2.5 -4.3
TCV Towle Value ETF 1.5 85 -50 9.2 +2.4
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.5 15 20 7.5 +0.8
RDIV Invesco S&P Ultra Dividend Revenue ETF 1.4 39 -4 9.5 +2.7
FDIS Fidelity MSCI Consumer Discretionary Index ETF 1.4 8 27 4.3 -2.4
IGV iShares Expanded Tech-Software Sector ETF 1.4 41 -6 2.8 -3.9
SDY State Street SPDR S&P Dividend ETF 1.4 35 0 6.2 -0.6
TIME Clockwise Core Equity & Innovation ETF 1.4 95 -60 1.9 -4.8
DFSU Dimensional US Sustainability Core 1 ETF 1.4 18 17 4.6 -2.2
DFUV Dimensional US Marketwide Value ETF 1.4 22 13 6.0 -0.7
IYJ iShares U.S. Industrials ETF 1.4 40 -5 4.1 -2.7
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.3 20 15 0.7 -6.0
JMOM JPMorgan U.S. Momentum Factor ETF 1.3 12 23 3.2 -3.6
BLES Inspire Global Hope ETF 1.3 61 -26 5.7 -1.1
BRIF FIS Bright Portfolios Focused Equity ETF 1.3 65 -30 3.2 -3.5
KCE State Street SPDR S&P Capital Markets ETF 1.3 35 0 5.9 -0.9
ARB AltShares Merger Arbitrage ETF 1.3 77 -42 2.6 -4.1
HDUS Hartford Disciplined US Equity ETF 1.3 19 16 4.6 -2.2
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 1.3 45 -10 -1.3 -8.1
BUZZ VanEck Social Sentiment ETF 1.3 75 -40 -0.7 -7.4
IETC iShares U.S. Tech Independence Focused ETF 1.3 18 17 2.7 -4.1
IDNA iShares Genomics Immunology and Healthcare ETF 1.3 47 -12 -0.3 -7.0
FPAG FPA Global Equity ETF 1.3 49 -14 5.7 -1.0
IHF iShares U.S. Healthcare Providers ETF 1.2 40 -5 7.3 +0.5
ONLN ProShares Online Retail ETF 1.2 58 -23 1.3 -5.5
PAWZ ProShares Pet Care ETF 1.2 50 -15 4.3 -2.4
DEEP Roundhill Acquirers Deep Value ETF 1.2 80 -45 15.4 +8.7
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 1.2 15 20 7.1 +0.3
CZA Invesco Zacks Mid-Cap ETF 1.2 72 -37 5.9 -0.8
MAKX ProShares S&P Kensho Smart Factories ETF 1.2 58 -23 1.0 -5.8
RSHO Tema American Reshoring ETF 1.2 75 -40 3.4 -3.3
VLU State Street SPDR S&P 1500 Value Tilt ETF 1.2 12 23 6.1 -0.6
IMCB iShares Morningstar Mid-Cap ETF 1.2 4 31 5.2 -1.6
XLI Industrial Select Sector SPDR 1.2 8 27 3.6 -3.1
AFLG First Trust Active Factor Large Cap ETF 1.2 55 -20 4.8 -1.9
FELC Fidelity Enhanced Large Cap Core ETF 1.2 18 17 4.2 -2.6
ABIG Argent Large Cap ETF 1.2 49 -14 4.2 -2.6
WCBR WisdomTree Cybersecurity Fund 1.2 45 -10 2.0 -4.8
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 1.2 60 -25 2.4 -4.3
SPAM Themes Cybersecurity ETF 1.2 35 0 1.8 -4.9
ABLS Abacus FCF Small Cap Leaders ETF 1.2 59 -24 4.5 -2.2
BUG Global X Cybersecurity ETF 1.2 51 -16 2.2 -4.5
CLOU Global X Cloud Computing ETF 1.2 68 -33 2.2 -4.6
IHAK iShares Cybersecurity & Tech ETF 1.2 47 -12 3.2 -3.5
XMLV Invesco S&P MidCap Low Volatility ETF 1.2 25 10 7.0 +0.3
GQQQ Astoria US Quality Growth Kings ETF 1.2 35 0 3.1 -3.7
RAYD Rayliant Quantitative Developed Market Equity ETF 1.1 80 -45 3.6 -3.1
RBLD First Trust Alerian US NextGen Infrastructure ETF 1.1 65 -30 3.8 -3.0
SMOG VanEck Low Carbon Energy ETF 1.1 61 -26 1.1 -5.6
VSDA VictoryShares Dividend Accelerator ETF 1.1 35 0 6.7 -0.1
CGGO Capital Group Global Growth Equity ETF 1.1 47 -12 3.8 -3.0
FELV Fidelity Enhanced Large Cap Value ETF 1.1 18 17 5.5 -1.2
SURE AdvisorShares Insiders Advantage ETF 1.1 90 -55 7.7 +1.0
VHT Vanguard Health Care ETF 1.1 9 26 5.3 -1.5
IGE iShares North American Natural Resources ETF 1.1 41 -6 5.6 -1.1
FLQL Franklin LibertyQ U.S. Equity ETF 1.1 15 20 4.5 -2.3
ABFL Abacus FCF Leaders ETF 1.1 59 -24 3.6 -3.1
FHLC Fidelity MSCI Health Care Index ETF 1.1 8 27 5.5 -1.2
RUNN Running Oak Efficient Growth ETF 1.1 58 -23 4.8 -1.9
EATZ AdvisorShares Restaurant ETF 1.1 101 -66 4.8 -1.9
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.1 60 -25 5.1 -1.6
AOTS AOT Software Platform ETF 1.0 49 -14 4.3 -2.5
ALTL Pacer Lunt Large Cap Alternator ETF 1.0 60 -25 4.4 -2.4
NETZ TCW Transform Systems ETF 1.0 75 -40 1.3 -5.5
GURU Global X Guru Index ETF 1.0 75 -40 2.3 -4.4
PFI Invesco Dorsey Wright Financial Momentum ETF 1.0 60 -25 4.8 -1.9
SMDV ProShares Russell 2000 Dividend Growers ETF 1.0 40 -5 7.0 +0.3
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 4.8 -1.9
IYH iShares U.S. Healthcare ETF 1.0 40 -5 6.0 -0.7
SIXG Defiance Connective Technologies ETF 1.0 30 5 2.8 -4.0
IDRV iShares Self-driving EV & Tech ETF 1.0 47 -12 1.1 -5.7
DTEC ALPS Disruptive Technologies ETF 1.0 50 -15 3.3 -3.5
CLOD Themes Cloud Computing ETF 1.0 35 0 2.7 -4.1
JHML John Hancock Multifactor Large Cap ETF 1.0 29 6 4.4 -2.4
DHS WisdomTree U.S. High Dividend Fund 1.0 38 -3 8.3 +1.5
DRIV Global X Autonomous & Electric Vehicles ETF 1.0 68 -33 2.7 -4.1
LCLG Logan Capital Broad Innovative Growth ETF 1.0 99 -64 2.7 -4.1
ULVM VictoryShares US Value Momentum ETF 1.0 20 15 6.1 -0.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.0 9 26 3.7 -3.1
ENHU iShares Enhanced Large Cap Core Active ETF 1.0 22 13 4.0 -2.8
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 1.0 8 27 5.6 -1.1
STXV Strive 1000 Value ETF 0.9 18 17 6.8 +0.1
DFAU Dimensional US Core Equity Market ETF 0.9 12 23 4.2 -2.6
IUSG iShares Core S&P U.S. Growth ETF 0.9 4 31 2.9 -3.8
REVS Columbia Research Enhanced Value ETF 0.9 19 16 6.6 -0.1
ARTY iShares Future AI & Tech ETF 0.9 47 -12 2.1 -4.7
SFGV Sequoia Global Value ETF 0.9 23 12 7.1 +0.3
JGRO JPMorgan Active Growth ETF 0.9 44 -9 2.3 -4.5
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.9 15 20 4.1 -2.7
VDC Vanguard Consumer Staples ETF 0.9 9 26 5.6 -1.1
HART IQ Healthy Hearts ETF 0.9 45 -10 5.8 -1.0
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 0.9 38 -3 7.0 +0.3
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 0.9 35 0 7.0 +0.3
FTXL First Trust Nasdaq Semiconductor ETF 0.9 60 -25 1.8 -5.0
SIZE iShares MSCI USA Size Factor ETF 0.9 15 20 5.4 -1.4
LBO WHITEWOLF Publicly Listed Private Equity ETF 0.9 70 -35 8.7 +1.9
IYC iShares U.S. Consumer Discretionary ETF 0.9 40 -5 3.5 -3.2
FDMO Fidelity Momentum Factor ETF 0.9 15 20 2.4 -4.4
MFIG Motley Fool Innovative Growth Factor ETF 0.8 50 -15 2.6 -4.2
DEW WisdomTree Global High Dividend Fund 0.8 58 -23 7.3 +0.5
RECS Columbia Research Enhanced Core ETF 0.8 15 20 5.2 -1.6
MNZL Manzil Russell Halal USA Broad MarketETF 0.8 40 -5 3.6 -3.1
FDG American Century Focused Dynamic Growth ETF 0.8 45 -10 1.6 -5.2
IEDI iShares U.S. Consumer Focused ETF 0.8 18 17 5.2 -1.5
IAK iShares U.S. Insurance ETF 0.8 40 -5 7.3 +0.5
CHGX AXS Change Finance ESG ETF 0.8 49 -14 4.1 -2.7
IYK iShares U.S. Consumer Staples ETF 0.8 40 -5 6.1 -0.7
SOXX iShares Semiconductor ETF 0.8 35 0 1.8 -4.9
FXL First Trust Technology AlphaDEX Fund 0.8 61 -26 4.6 -2.2
ESGV Vanguard ESG U.S. Stock ETF 0.8 9 26 4.0 -2.8
FBCG Fidelity Blue Chip Growth ETF 0.8 59 -24 2.0 -4.7
FBCV Fidelity Blue Chip Value ETF 0.8 59 -24 5.8 -1.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.8 12 23 3.3 -3.5
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.8 3 32 4.2 -2.5
DTD WisdomTree U.S. Total Dividend Fund 0.8 28 7 5.7 -1.1
QGRW WisdomTree U.S. Quality Growth Fund 0.8 28 7 2.6 -4.1
WLDR Affinity World Leaders Equity ETF 0.8 67 -32 5.4 -1.3
FITE State Street SPDR S&P Kensho Future Security ETF 0.7 45 -10 0.9 -5.8
EUSA iShares MSCI USA Equal Weighted ETF 0.7 9 26 5.4 -1.4
FDL First Trust Morningstar Dividend Leaders Index Fund 0.7 45 -10 9.1 +2.3
DFUS Dimensional U.S. Equity ETF 0.7 9 26 3.9 -2.8
GVUS Marketbeta Russell 1000 Value Equity ETF 0.7 12 23 5.4 -1.4
VSLU Applied Finance Valuation Large Cap ETF 0.7 49 -14 4.7 -2.1
IWV iShares Russell 3000 ETF 0.7 20 15 3.9 -2.9
SOXQ Invesco PHLX Semiconductor ETF 0.7 19 16 1.8 -5.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.7 3 32 4.0 -2.8
VTI Vanguard Total Stock Market ETF 0.7 3 32 4.0 -2.8
VTHR Vanguard Russell 3000 ETF 0.7 7 28 4.0 -2.8
FTEC Fidelity MSCI Information Technology Index ETF 0.7 8 27 2.7 -4.0
NUMV Nuveen ESG Mid-Cap Value ETF 0.7 31 4 5.5 -1.2
SCHB Schwab U.S. Broad Market ETF 0.7 3 32 4.1 -2.7
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.7 12 23 3.5 -3.2
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 0.7 5 30 7.2 +0.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.7 11 24 4.0 -2.8
STXD Strive 1000 Dividend Growth ETF 0.7 35 0 4.4 -2.4
PPTY US Diversified Real Estate ETF 0.7 53 -18 7.6 +0.9
IWD iShares Russell 1000 Value ETF 0.7 19 16 5.3 -1.4
IYY iShares Dow Jones U.S. ETF 0.7 20 15 3.9 -2.8
VONV Vanguard Russell 1000 Value ETF 0.7 7 28 5.4 -1.3
FNDB Schwab Fundamental US Broad Market Index ETF 0.7 25 10 6.1 -0.7
NANR SPDR S&P North American Natural Resources ETF 0.7 35 0 6.2 -0.5
VYM Vanguard High Dividend Yield Index ETF 0.7 6 29 6.0 -0.8
SCHK Schwab 1000 Index ETF 0.7 5 30 4.1 -2.7
INRO iShares U.S. Industry Rotation Active ETF 0.7 42 -7 3.4 -3.3
SCHD Schwab US Dividend Equity ETF 0.7 6 29 8.1 +1.3
KNCT Invesco Next Gen Connectivity ETF 0.7 40 -5 2.6 -4.2
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.7 15 20 6.4 -0.3
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.7 47 -12 7.7 +0.9
ITAN Sparkline Intangible Value ETF 0.7 50 -15 5.6 -1.2
PRF Invesco FTSE RAFI US 1000 ETF 0.7 34 1 5.5 -1.2
AKAF The Frontier Economic Fund 0.7 20 15 5.1 -1.7
VOT Vanguard Mid-Cap Growth ETF 0.7 7 28 3.0 -3.8
EXI iShares Global Industrials ETF 0.6 42 -7 3.6 -3.2
VGT Vanguard Information Technology ETF 0.6 9 26 22.6 +15.9
GINN Goldman Sachs Innovate Equity ETF 0.6 52 -17 3.5 -3.2
GQI Natixis Gateway Quality Income ETF 0.6 34 1 4.5 -2.3
DRUP GraniteShares Nasdaq Select Disruptors ETF 0.6 60 -25 3.3 -3.5
IUS Invesco RAFI Strategic US ETF 0.6 19 16 5.5 -1.3
IWB iShares Russell 1000 ETF 0.6 15 20 4.0 -2.7
VONE Vanguard Russell 1000 ETF 0.6 7 28 4.1 -2.7
DGRO iShares Core Dividend Growth ETF 0.6 8 27 5.5 -1.2
FYT First Trust Small Cap Value AlphaDEX Fund 0.6 73 -38 9.9 +3.2
SMOT VanEck Morningstar SMID Moat ETF 0.6 49 -14 6.3 -0.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.6 29 6 3.9 -2.9
KRMA Global X Conscious Companies ETF 0.6 43 -8 4.9 -1.9
SCHV Schwab U.S. Large-Cap Value ETF 0.6 4 31 5.6 -1.2
QQQS Invesco NASDAQ Future Gen 200 ETF 0.6 20 15 -3.4 -10.2
TRFM AAM Transformers ETF 0.6 49 -14 0.9 -5.9
ONEQ Fidelity Nasdaq Composite Index ETF 0.6 21 14 2.7 -4.1
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.6 35 0 4.8 -1.9
QUAL iShares MSCI USA Quality Factor ETF 0.6 15 20 4.3 -2.4
IWF iShares Russell 1000 Growth ETF 0.6 19 16 13.5 +6.7
VONG Vanguard Russell 1000 Growth ETF 0.6 7 28 3.4 -3.4
IUSV iShares Core S&P US Value ETF 0.6 4 31 5.8 -1.0
FTA First Trust Large Cap Value AlphaDEX Fund 0.6 59 -24 7.7 +0.9
STXG Strive 1000 Growth ETF 0.6 18 17 3.1 -3.7
VIG Vanguard Dividend Appreciation ETF 0.6 5 30 4.9 -1.9
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 3.7 -3.0
DFVX Dimensional US Large Cap Vector ETF 0.6 22 13 5.2 -1.6
YNOT Horizon Digital Frontier ETF 0.6 75 -40 2.3 -4.5
RCGE RockCreek Global Equality ETF 0.6 95 -60 6.1 -0.7
SCHG Schwab U.S. Large-Cap Growth ETF 0.6 4 31 3.2 -3.6
FBOT Fidelity Disruptive Automation ETF 0.6 50 -15 2.7 -4.0
ROSC Hartford Multifactor Small Cap ETF 0.6 34 1 7.2 +0.4
QDEF FlexShares Quality Dividend Defensive Index Fund 0.5 37 -2 5.3 -1.5
CGDG Capital Group Dividend Growers ETF 0.5 47 -12 5.2 -1.6
SDG iShares MSCI Global Sustainable Development Goals ETF 0.5 49 -14 4.4 -2.4
JDOC JPMorgan Healthcare Leaders ETF 0.5 65 -30 3.6 -3.1
EGUS iShares ESG Aware MSCI USA Growth ETF 0.5 18 17 2.8 -3.9
BOUT Innovator IBD Breakout Opportunities ETF 0.5 81 -46 2.8 -4.0
IMCV iShares Morningstar Mid-Cap Value ETF 0.5 6 29 7.0 +0.3
CARZ First Trust NASDAQ Global Auto Index Fund 0.5 70 -35 2.0 -4.7
AIPO Defiance AI & Power Infrastructure ETF 0.5 69 -34 0.7 -6.1
SCHX Schwab U.S. Large-Cap ETF 0.5 3 32 4.1 -2.6
FVAL Fidelity Value Factor ETF 0.5 15 20 5.7 -1.1
FYX First Trust Small Cap Core AlphaDEX Fund 0.5 61 -26 5.3 -1.5
LRND IQ U.S. Large Cap R&D Leaders ETF 0.5 14 21 3.7 -3.1
PNQI Invesco NASDAQ Internet ETF 0.5 60 -25 3.6 -3.2
VT Vanguard Total World Stock ETF 0.5 6 29 4.8 -1.9
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.5 60 -25 5.8 -1.0
DES WisdomTree U.S. SmallCap Dividend Fund 0.5 38 -3 8.1 +1.4
QLC FlexShares US Quality Large Cap Index Fund 0.5 25 10 4.4 -2.4
VALQ American Century U.S. Quality Value ETF 0.5 29 6 6.9 +0.2
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -44 3.9 -2.8
FDN First Trust Dow Jones Internet Index Fund 0.5 52 -17 2.5 -4.3
FDND FT Vest Dow Jones Internet & Target Income ETF 0.5 75 -40 2.4 -4.4
MOO VanEck Agribusiness ETF 0.4 53 -18 9.1 +2.4
FPX First Trust US Equity Opportunities ETF 0.4 61 -26 0.7 -6.0
QUVU Hartford Quality Value ETF 0.4 46 -11 5.6 -1.2
EIPI FT Energy Income Partners Enhanced Income ETF 0.4 110 -75 5.5 -1.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.4 9 26 5.1 -1.6
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.4 38 -3 9.1 +2.4
PFM Invesco Dividend Achievers ETF 0.4 53 -18 4.6 -2.1
DUHP Dimensional US High Profitability ETF 0.4 21 14 5.0 -1.7
ILCG iShares Morningstar Growth ETF 0.4 4 31 2.9 -3.9
EPS WisdomTree U.S. LargeCap Fund 0.4 8 27 4.6 -2.2
ANEW ProShares MSCI Transformational Changes ETF 0.4 45 -10 4.3 -2.5
MTUM iShares MSCI USA Momentum Factor ETF 0.4 15 20 2.2 -4.5
COWZ Pacer US Cash Cows 100 ETF 0.4 49 -14 7.5 +0.8
FVD First Trust Value Line Dividend Index Fund 0.4 65 -30 5.8 -0.9
FNDX Schwab Fundamental US Large Co. Index ETF 0.4 25 10 6.1 -0.6
IGPT Invesco AI and Next Gen Software ETF 0.4 60 -25 2.0 -4.7
BIBL Inspire 100 ETF 0.4 35 0 4.1 -2.6
IGM iShares Expanded Tech Sector ETF 0.4 41 -6 2.4 -4.4
XOEF iShares S&P 500 ex S&P 100 ETF 0.4 20 15 4.6 -2.2
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 0.4 12 23 5.7 -1.0
EES WisdomTree U.S. SmallCap Fund 0.4 38 -3 7.8 +1.0
GEW Cambria Global EW ETF 0.3 29 6 5.3 -1.4
ACWV iShares MSCI Global Min Vol Factor ETF 0.3 20 15 5.7 -1.1
DIVB iShares Core Dividend ETF 0.3 5 30 6.8 +0.1
SGLC SGI U.S. Large Cap Core ETF 0.3 85 -50 3.5 -3.2
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.3 50 -15 7.4 +0.6
USEW Cambria US EW ETF 0.3 30 5 4.0 -2.7
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.3 40 -5 2.8 -4.0
WTV WisdomTree US Value ETF 0.3 12 23 7.6 +0.8
USXF iShares ESG Advanced MSCI USA ETF 0.3 10 25 3.6 -3.2
CHPX Global X AI Semiconductor & Quantum ETF 0.3 50 -15 1.3 -5.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.3 14 21 4.0 -2.7
AQLT iShares MSCI Global Quality Factor ETF 0.3 18 17 0.0 -6.8
VO Vanguard Mid-Cap ETF 0.3 4 31 20.8 +14.1
TRFK Pacer Data and Digital Revolution ETF 0.3 60 -25 1.5 -5.2
DFLV Dimensional US Large Cap Value ETF 0.3 22 13 6.0 -0.7
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.3 15 20 5.0 -1.8
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.3 49 -14 4.9 -1.9
STOX Horizon Core Equity ETF 0.3 70 -35 3.5 -3.3
VEGN US Vegan Climate ETF 0.3 60 -25 3.1 -3.7
DGRW WisdomTree US Quality Dividend Growth Fund 0.3 28 7 4.8 -1.9
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 0.3 40 -5 1.6 -5.2
SSPY Syntax Stratified LargeCap ETF 0.3 30 5 6.0 -0.8
CVAR Cultivar ETF 0.3 87 -52 7.1 +0.3
ILCB iShares Morningstar U.S. Equity ETF 0.3 3 32 4.0 -2.8
TMFC Motley Fool 100 Index ETF 0.3 50 -15 2.8 -3.9
VEGI iShares MSCI Agriculture Producers ETF 0.3 39 -4 7.7 +0.9
AIQ Global X Artificial Intelligence & Technology ETF 0.2 68 -33 2.3 -4.4
THRO iShares U.S. Thematic Rotation Active ETF 0.2 90 -55 3.0 -3.8
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 -3.4
XDAT Franklin Exponential Data ETF 0.2 50 -15 1.0 -5.8
NULG Nuveen ESG Large-Cap Growth ETF 0.2 26 9 2.7 -4.1
QWLD SPDR MSCI World StrategicFactors ETF 0.2 30 5 5.1 -1.6
DSI iShares MSCI KLD 400 Social ETF 0.2 25 10 4.0 -2.8
HLAL Wahed FTSE USA Shariah ETF 0.2 50 -15 3.4 -3.4
USMV iShares MSCI USA Min Vol Factor ETF 0.2 15 20 5.2 -1.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.2 2 33 4.0 -2.7
VLUE iShares MSCI USA Value Factor ETF 0.2 15 20 5.9 -0.9
IYW iShares U.S. Technology ETF 0.2 40 -5 2.6 -4.1
SFY SoFi Select 500 ETF 0.2 0 35 3.5 -3.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.2 9 26 4.2 -2.6
VOOG Vanguard S&P 500 Growth ETF 0.2 7 28 17.5 +10.7
IVW iShares S&P 500 Growth ETF 0.2 18 17 2.7 -4.0
ACVF American Conservative Values ETF 0.2 75 -40 3.6 -3.2
APUE ActivePassive U.S. Equity ETF 0.2 45 -10 3.8 -3.0
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.2 4 31 2.9 -3.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.2 20 15 4.6 -2.2
GSPY Gotham Enhanced 500 ETF 0.2 50 -15 4.2 -2.5
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.2 19 16 4.6 -2.2
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 3.4 -3.4
SPXT ProShares S&P 500 Ex-Technology ETF 0.2 9 26 4.9 -1.8
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.2 27 8 6.7 -0.1
MODL VictoryShares WestEnd U.S. Sector ETF 0.2 42 -7 3.9 -2.8
GXLC Global X U.S. 500 ETF 0.2 2 33 4.0 -2.8
XMAG Defiance Large Cap ex-Mag 7 ETF 0.1 35 0 4.2 -2.5
TOV JLens 500 Jewish Advocacy U.S. ETF 0.1 18 17 3.8 -3.0
VOTE TCW Transform 500 ETF 0.1 5 30 4.0 -2.8
KOKU Xtrackers MSCI Kokusai Equity ETF 0.1 9 26 4.3 -2.5
PEXL Pacer US Export Leaders ETF 0.1 60 -25 2.9 -3.9
ESGU iShares ESG Aware MSCI USA ETF 0.1 15 20 4.0 -2.8
CATH Global X S&P 500 Catholic Values Custom ETF 0.1 29 6 3.9 -2.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 15 4.1 -2.7
TOK iShares MSCI Kokusai ETF 0.1 26 9 4.2 -2.6
PRNT 3D Printing ETF 0.1 66 -31 1.0 -5.7
ILCV iShares Morningstar Value ETF 0.1 4 31 5.3 -1.5
PBUS Invesco MSCI USA ETF 0.1 4 31 4.1 -2.7
SPXN ProShares S&P 500 Ex-Financials ETF 0.1 9 26 3.8 -2.9
SPXV ProShares S&P 500 Ex-Health Care ETF 0.1 9 26 3.8 -3.0
CHRI Global X S&P 500 Christian Values ETF 0.1 29 6 3.8 -3.0
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.1 33 2 6.2 -0.6
TOPC iShares S&P 500 3% Capped ETF 0.1 15 20 4.2 -2.5
URTH iShares MSCI World ETF 0.1 24 11 4.2 -2.6
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 26 3.9 -2.9
XVV iShares ESG Screened S&P 500 ETF 0.1 8 27 4.0 -2.8
VUG Vanguard Growth ETF 0.1 4 31 19.3 +12.5
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.1 20 15 3.8 -2.9
STRV Strive 500 ETF 0.1 5 30 4.0 -2.8
BKLC BNY Mellon US Large Cap Core Equity ETF 0.1 0 35 4.0 -2.7
ACWI iShares MSCI ACWI ETF 0.1 32 3 4.5 -2.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1 9 26 4.7 -2.0
SPY SPDR S&P 500 ETF 0.1 9 26 4.0 -2.7
SPYM State Street SPDR Portfolio S&P 500 ETF 0.1 2 33 4.3 -2.5
VOO Vanguard S&P 500 ETF 0.1 3 32 4.1 -2.7
IVV iShares Core S&P 500 ETF 0.1 3 32 4.1 -2.7
WOMN Impact Shares YWCA Women's Empowerment ETF 0.1 75 -40 4.7 -2.1
DSPY Tema S&P 500 Historical Weight ETF 0.1 18 17 4.3 -2.5
GXPD Global X PureCap MSCI Consumer Discretionary ETF 0.1 25 10 3.4 -3.3
EQL Alps Equal Sector Weight ETF 0.1 25 10 5.1 -1.7
PRXV Praxis Impact Large Cap Value ETF 0.1 36 -1 5.6 -1.2
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 -30 3.2 -3.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.1 12 23 4.3 -2.5
GXPT Global X PureCap MSCI Information Technology ETF 0.1 25 10 2.9 -3.9
PRXG Praxis Impact Large Cap Growth ETF 0.1 36 -1 2.9 -3.9
DLN WisdomTree U.S. LargeCap Dividend Fund 0.1 28 7 5.4 -1.4
VV Vanguard Large-Cap ETF 0.1 4 31 4.0 -2.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.1 75 -40 3.0 -3.7
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.0 32 3 3.8 -2.9
RAUS RACWI US ETF 0.0 15 20 4.0 -2.7
XT iShares Exponential Technologies ETF 0.0 46 -11 3.7 -3.1
SUSL iShares ESG MSCI USA Leaders ETF 0.0 10 25 4.1 -2.7
NULV Nuveen ESG Large-Cap Value ETF 0.0 26 9 5.1 -1.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.0 10 25 4.1 -2.7
WSGE Warren Street Global Equity ETF 0.0 80 -45 2.7 -4.0
GLOF iShares Global Equity Factor ETF 0.0 20 15 5.4 -1.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.0 7 28 4.2 -2.5
WRND IQ Global Equity R&D Leaders ETF 0.0 18 17 3.8 -3.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.0 8 27 4.2 -2.5

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 6.8 %
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.