Global X PureCap MSCI Communication Services ETF
ALTAR
Score™		 3.9% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 25.9x P/Sales
ratio		 3.9x
P/BV
ratio		 4.4x Div.
yield		 0.4%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
Global X PureCap MSCI Communication Services ETF seeks to track the performance of the MSCI U.S. IMI Communication Services 25/50 Index, which captures the performance of communication services companies in the U.S. equity market.

FUND BASICS
Category US Equities
Fund Sponsor Global X
Website www.globalxetfs.com/GXPC
Inception date Jul 22, 2025
Assets (mns) $80
Currency USD
Expense ratio 25 bp
Distributions

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting
Index replication
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 23
Wgt avg mkt cap (mns) $2,400,070
Large cap (>$10bn) 0.0%
Mid cap ($2-10bn) 0.0%
Small cap (<$2bn) 0.0%
Developed mkts 0.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
ALPHABET INC. CLASS A 32.9 %
ALPHABET INC. CLASS C 25.9 %
META PLATFORMS INC 20.0 %
NETFLIX INC 5.3 %
VERIZON COMMUNICATIONS INC 2.9 %
WALT DISNEY CO/THE 2.7 %
AT&T INC 2.4 %
T-MOBILE US, INC. 1.4 %
COMCAST CORP-CL A 1.3 %
WARNER BROS. DISCOVERY, INC. SERIE 1.0 %
Total 95.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 100.0 %










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.
8.7% -- -- -- 29.6%

Market Correlations
versus... Beta R-squared
S&P500 -- --
MSCI EAFE -- --
MSCI Emg. Mkts. -- --

Technical Indicators
Recent close $30.80
30d moving avg. $32.12
Annualized volatility 0.0%
Short interest (ETF) 1.3%
Relative strength (RSI) 46

Liquidity measures
Avg. volume (thou.) 103
Turnover 4.0%
Bid/Ask (% of price) 0.11%
ADV underlying (mns) $28,687

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 710 potential alternatives to the Global X PureCap MSCI Communication Services ETF ETF based on the alternatives' overlap in portfolio holdings with GXPC. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: GXPC Expense: 25 bp ALTAR Score™: 3.9%


ALTERNATIVE ETFs BASED ON OVERLAP WITH GXPC
Ticker Fund
Name		 Overlap1
vs GXPC
(%)		 Expense
ratio
(bp)		 Savings
vs GXPC
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs GXPC
(%)
VOX Vanguard Communication Services ETF 67.4 9 16 4.5 +0.6
AGIX KraneShares Artificial Intelligence and Technology ETF 58.9 99 -74 0.9 -3.0
IXP iShares Global Comm Services ETF 56.2 42 -17 5.8 +1.9
XLC Communication Services Select Sector SPDR 50.0 8 17 5.6 +1.8
LVDS JPMorgan Fundamental Data Science Large Value ETF 28.5 49 -24 4.8 +0.9
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 27.0 40 -15 6.0 +2.1
FDN First Trust Dow Jones Internet Index Fund 24.6 52 -27 2.7 -1.2
FDND FT Vest Dow Jones Internet & Target Income ETF 24.5 75 -50 2.7 -1.2
FDG American Century Focused Dynamic Growth ETF 24.1 45 -20 1.7 -2.2
PNQI Invesco NASDAQ Internet ETF 24.0 60 -35 4.0 +0.1
FDCF Fidelity Disruptive Communications ETF 23.4 50 -25 1.8 -2.1
XDAT Franklin Exponential Data ETF 23.3 50 -25 1.2 -2.7
SNPG Xtrackers S&P 500 Growth ESG ETF 19.3 15 10 3.7 -0.2
LCF Touchstone US Large Cap Focused ETF 18.1 69 -44 3.7 -0.2
QGRW WisdomTree U.S. Quality Growth Fund 18.0 28 -3 2.8 -1.1
FBCG Fidelity Blue Chip Growth ETF 17.8 59 -34 2.1 -1.8
TOPT iShares Top 20 U.S. Stocks ETF 17.4 20 5 3.2 -0.7
ACSI American Customer Satisfaction ETF 17.3 65 -40 4.5 +0.6
SEMG Suncoast Select Growth ETF 17.3 60 -35 3.8 -0.1
CGGR Capital Group Growth ETF 17.3 39 -14 2.5 -1.4
SPXT ProShares S&P 500 Ex-Technology ETF 16.9 9 16 4.9 +1.0
DARP Grizzle Growth ETF 16.8 75 -50 1.6 -2.3
AOTS AOT Software Platform ETF 16.7 49 -24 4.8 +1.0
MODL VictoryShares WestEnd U.S. Sector ETF 16.7 42 -17 4.0 +0.1
VOOG Vanguard S&P 500 Growth ETF 16.3 7 18 18.1 +14.2
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 16.3 4 21 3.0 -0.9
XLSR State Street US Sector Rotation ETF 16.0 70 -45 4.2 +0.3
VUG Vanguard Growth ETF 15.9 4 21 20.1 +16.2
MGK Vanguard Mega Cap Growth ETF 15.9 7 18 16.8 +12.9
ONEQ Fidelity Nasdaq Composite Index ETF 15.7 21 4 2.8 -1.1
HLAL Wahed FTSE USA Shariah ETF 15.7 50 -25 3.5 -0.4
IGPT Invesco AI and Next Gen Software ETF 15.7 60 -35 2.0 -1.9
IVW iShares S&P 500 Growth ETF 15.6 18 7 2.9 -1.0
SPMO Invesco S&P 500 Momentum ETF 15.6 13 12 2.7 -1.2
HAPI Harbor Human Capital Factor US Large Cap ETF 15.6 36 -11 4.1 +0.2
PRXG Praxis Impact Large Cap Growth ETF 15.4 36 -11 3.1 -0.8
GK AdvisorShares Gerber Kawasaki ETF 15.3 75 -50 1.3 -2.6
TMFC Motley Fool 100 Index ETF 15.2 50 -25 3.0 -0.9
QTOP iShares Nasdaq Top 30 Stocks ETF 15.1 20 5 2.6 -1.3
OGIG ALPS O'Shares Global Internet Giants ETF 15.1 48 -23 2.6 -1.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 15.0 9 16 4.1 +0.2
QQQ Invesco QQQ Trust Series I 14.9 20 5 3.0 -0.9
IUSG iShares Core S&P U.S. Growth ETF 14.9 4 21 3.0 -0.9
QQQM Invesco NASDAQ 100 ETF 14.8 15 10 3.1 -0.8
SOCL Global X Social Media ETF 14.8 65 -40 12.9 +9.0
XLG Invesco S&P 500 Top 50 ETF 14.7 20 5 3.6 -0.3
USMC Principal U.S. Mega-Cap ETF 14.7 12 13 3.5 -0.4
LRND IQ U.S. Large Cap R&D Leaders ETF 14.6 14 11 3.9 -0.0
GGME Invesco Next Gen Media and Gaming ETF 14.5 60 -35 4.5 +0.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 14.5 19 6 5.0 +1.1
SCHG Schwab U.S. Large-Cap Growth ETF 14.5 4 21 3.3 -0.6
SNPE Xtrackers S&P 500 ESG ETF 14.4 10 15 4.3 +0.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 14.4 10 15 4.2 +0.3
FFOG Franklin Focused Growth ETF 14.4 61 -36 1.5 -2.4
CRTC Xtrackers US National Critical Technologies ETF 14.2 35 -10 4.2 +0.3
VSLU Applied Finance Valuation Large Cap ETF 14.1 49 -24 4.9 +1.0
TMFE Motley Fool Capital Efficiency 100 Index ETF 14.0 50 -25 3.5 -0.4
GGRW Gabelli Growth Innovators ETF 14.0 90 -65 1.9 -2.0
IYW iShares U.S. Technology ETF 14.0 40 -15 2.7 -1.2
IWFG IQ Winslow Focused Large Cap Growth ETF 13.9 65 -40 2.1 -1.8
MFIG Motley Fool Innovative Growth Factor ETF 13.9 50 -25 2.7 -1.2
FPAG FPA Global Equity ETF 13.7 49 -24 5.8 +1.9
FELG Fidelity Enhanced Large Cap Growth ETF 13.6 18 7 3.3 -0.6
DFVX Dimensional US Large Cap Vector ETF 13.5 22 3 5.2 +1.3
NULV Nuveen ESG Large-Cap Value ETF 13.5 26 -1 5.2 +1.3
GLBL Pacer MSCI World Industry Advantage ETF 13.5 65 -40 3.3 -0.6
LRGC AB US Large Cap Strategic Equities ETF 13.4 48 -23 3.8 -0.1
EPS WisdomTree U.S. LargeCap Fund 13.4 8 17 4.7 +0.8
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 13.3 75 -50 1.7 -2.2
RND First Trust Bloomberg R&D Leaders ETF 13.2 60 -35 2.5 -1.4
SUSL iShares ESG MSCI USA Leaders ETF 13.2 10 15 4.1 +0.3
MAVF Matrix Advisors Value ETF 13.1 75 -50 4.8 +0.9
DGRW WisdomTree US Quality Dividend Growth Fund 13.1 28 -3 5.0 +1.1
OEF iShares S&P 100 ETF 13.1 20 5 3.8 -0.1
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 13.1 15 10 4.2 +0.3
IUS Invesco RAFI Strategic US ETF 13.1 19 6 5.5 +1.6
JGRO JPMorgan Active Growth ETF 13.0 44 -19 2.4 -1.5
DEMZ Democratic Large Cap Core ETF 13.0 45 -20 3.7 -0.2
IGM iShares Expanded Tech Sector ETF 13.0 41 -16 2.5 -1.4
QLC FlexShares US Quality Large Cap Index Fund 13.0 25 0 4.5 +0.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 12.9 10 15 4.2 +0.3
QLTY GMO U.S. Quality ETF 12.9 50 -25 3.9 +0.0
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 12.8 49 -24 7.0 +3.1
TIME Clockwise Core Equity & Innovation ETF 12.8 95 -70 2.0 -1.9
SPXN ProShares S&P 500 Ex-Financials ETF 12.7 9 16 3.9 +0.0
NANC Unusual Whales Subversive Democratic Trading ETF 12.5 75 -50 2.8 -1.1
LCLG Logan Capital Broad Innovative Growth ETF 12.5 99 -74 2.7 -1.2
ILCG iShares Morningstar Growth ETF 12.5 4 21 3.0 -0.9
USCA Xtrackers MSCI USA Climate Action Equity ETF 12.5 7 18 4.4 +0.5
AGRW Allspring LT Large Growth ETF 12.5 35 -10 3.3 -0.6
BELT iShares Long-Term U.S. Equity Active ETF 12.4 75 -50 2.1 -1.8
QQMG Invesco ESG NASDAQ 100 ETF 12.3 20 5 3.0 -0.9
DSI iShares MSCI KLD 400 Social ETF 12.2 25 0 4.1 +0.2
STRN SMART Trend 25 ETF 12.2 59 -34 2.2 -1.7
FFLC Fidelity Fundamental Large Cap Core ETF 12.1 38 -13 3.7 -0.1
DUSA Davis Select U.S. Equity ETF 12.1 61 -36 6.9 +3.0
SPXV ProShares S&P 500 Ex-Health Care ETF 11.9 9 16 3.8 -0.1
SGLC SGI U.S. Large Cap Core ETF 11.9 85 -60 3.6 -0.3
MGC Vanguard Mega Cap ETF 11.9 7 18 3.8 -0.1
FELC Fidelity Enhanced Large Cap Core ETF 11.8 18 7 4.3 +0.4
RAYD Rayliant Quantitative Developed Market Equity ETF 11.8 80 -55 3.5 -0.4
IWY iShares Russell Top 200 Growth ETF 11.8 20 5 3.5 -0.4
WRND IQ Global Equity R&D Leaders ETF 11.8 18 7 3.9 +0.0
DRUP GraniteShares Nasdaq Select Disruptors ETF 11.7 60 -35 3.8 -0.1
BUYZ Franklin Disruptive Commerce ETF 11.7 50 -25 2.5 -1.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 11.7 8 17 4.4 +0.5
PEXL Pacer US Export Leaders ETF 11.7 60 -35 2.8 -1.1
VONG Vanguard Russell 1000 Growth ETF 11.7 7 18 3.6 -0.3
FLQL Franklin LibertyQ U.S. Equity ETF 11.6 15 10 4.5 +0.6
ABIG Argent Large Cap ETF 11.6 49 -24 4.2 +0.4
JGRW Jensen Quality Growth ETF 11.5 57 -32 4.1 +0.2
MILN Global X Millennial Consumer ETF 11.5 50 -25 4.1 +0.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 11.5 7 18 4.0 +0.1
ESGV Vanguard ESG U.S. Stock ETF 11.5 9 16 4.1 +0.2
METV Roundhill Ball Metaverse ETF 11.5 59 -34 7.8 +3.9
AVUQ Avantis U.S. Quality ETF 11.5 15 10 3.5 -0.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 11.4 29 -4 3.9 +0.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 11.3 30 -5 3.7 -0.2
SPXE ProShares S&P 500 Ex-Energy ETF 11.3 9 16 4.0 +0.1
IWF iShares Russell 1000 Growth ETF 11.3 19 6 14.3 +10.4
BKLC BNY Mellon US Large Cap Core Equity ETF 11.3 0 25 4.1 +0.2
JPEF JPMorgan Equity Focus ETF 11.3 50 -25 3.7 -0.2
IWL iShares Russell Top 200 ETF 11.2 15 10 3.8 -0.1
VUSG Vanguard Wellington U.S. Growth Active ETF 11.2 35 -10 2.4 -1.5
STXG Strive 1000 Growth ETF 11.2 18 7 3.2 -0.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 11.1 2 23 4.1 +0.2
OEI Optimized Equity Income ETF 11.1 75 -50 3.6 -0.3
VOTE TCW Transform 500 ETF 11.1 5 20 4.0 +0.1
XVV iShares ESG Screened S&P 500 ETF 11.1 8 17 4.1 +0.2
LRGE ClearBridge Large Cap Growth ESG ETF 11.1 59 -34 2.7 -1.2
HART IQ Healthy Hearts ETF 11.1 45 -20 5.8 +1.9
EGUS iShares ESG Aware MSCI USA Growth ETF 11.0 18 7 2.9 -1.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 10.9 9 16 4.3 +0.4
GQQQ Astoria US Quality Growth Kings ETF 10.9 35 -10 3.1 -0.8
AIEQ AI Powered Equity ETF 10.9 75 -50 3.6 -0.3
AVSU Avantis Responsible U.S. Equity ETF 10.9 15 10 4.8 +0.9
ITAN Sparkline Intangible Value ETF 10.8 50 -25 5.8 +2.0
WUGI AXS Esoterica NextG Economy ETF 10.8 75 -50 1.2 -2.7
SXQG ETC 6 Meridian Quality Growth ETF 10.7 100 -75 3.1 -0.8
BWEB Bitwise Web3 ETF 10.7 85 -60 -0.1 -4.0
NULC Nuveen ESG Large-Cap ETF 10.7 21 4 3.9 -0.0
QBIG Invesco Top QQQ ETF 10.7 29 -4 0.0 -3.9
ZECP Zacks Earnings Consistent Portfolio ETF 10.6 55 -30 4.1 +0.2
HDUS Hartford Disciplined US Equity ETF 10.6 19 6 4.7 +0.8
LGDX Intech S&P Large Cap Diversified Alpha ETF 10.6 25 0 4.1 +0.2
FDLO Fidelity Low Volatility Factor ETF 10.6 15 10 4.9 +1.0
SIXA ETC 6 Meridian Mega Cap Equity ETF 10.6 80 -55 5.5 +1.6
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 10.5 20 5 3.9 +0.0
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 10.5 15 10 6.5 +2.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 10.5 11 14 4.1 +0.2
QVML Invesco S&P 500 QVM Multi-factor ETF 10.5 11 14 4.2 +0.3
IYC iShares U.S. Consumer Discretionary ETF 10.4 40 -15 3.6 -0.3
GXLC Global X U.S. 500 ETF 10.4 2 23 4.0 +0.1
FSST Fidelity Sustainable U.S. Equity ETF 10.4 59 -34 3.5 -0.4
FDRR Fidelity Dividend ETF for Rising Rates 10.3 15 10 5.8 +1.9
CATH Global X S&P 500 Catholic Values Custom ETF 10.3 29 -4 4.0 +0.1
SFYF SoFi Social 50 ETF 10.3 29 -4 0.7 -3.2
XPND First Trust Expanded Technology ETF 10.3 65 -40 2.6 -1.3
CHRI Global X S&P 500 Christian Values ETF 10.3 29 -4 3.9 -0.0
VV Vanguard Large-Cap ETF 10.3 4 21 4.0 +0.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 10.2 12 13 3.4 -0.5
SPYM State Street SPDR Portfolio S&P 500 ETF 10.2 2 23 4.2 +0.3
SPY SPDR S&P 500 ETF 10.2 9 16 4.1 +0.2
FMET Fidelity Metaverse ETF 10.2 39 -14 4.3 +0.4
VOO Vanguard S&P 500 ETF 10.1 3 22 4.2 +0.3
AQLT iShares MSCI Global Quality Factor ETF 10.1 18 7 0.0 -3.9
SHE State Street SPDR MSCI USA Gender Diversity ETF 10.1 20 5 4.2 +0.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 10.1 75 -50 3.1 -0.8
RAUS RACWI US ETF 10.1 15 10 4.1 +0.2
ENHU iShares Enhanced Large Cap Core Active ETF 10.1 22 3 4.0 +0.2
TOV JLens 500 Jewish Advocacy U.S. ETF 10.1 18 7 3.9 -0.0
QUAL iShares MSCI USA Quality Factor ETF 10.0 15 10 4.4 +0.5
ILCB iShares Morningstar U.S. Equity ETF 10.0 3 22 4.0 +0.2
PCGG Polen Capital Global Growth ETF 10.0 85 -60 3.9 -0.0
RVRB Reverb ETF 10.0 30 -5 3.6 -0.3
OUSA ALPS O'Shares U.S. Quality Dividend ETF 10.0 48 -23 5.7 +1.8
ADME Aptus Drawdown Managed Equity ETF 10.0 79 -54 3.3 -0.6
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 10.0 49 -24 5.0 +1.2
TECB iShares U.S. Tech Breakthrough Multisector ETF 10.0 40 -15 2.9 -1.0
IVV iShares Core S&P 500 ETF 9.9 3 22 4.2 +0.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 9.9 14 11 4.1 +0.2
LGRO Level Four Large Cap Growth Active ETF 9.9 55 -30 3.7 -0.2
FLRG Fidelity U.S. Multifactor ETF 9.9 15 10 5.8 +2.0
IWX iShares Russell Top 200 Value ETF 9.9 20 5 4.9 +1.0
RGEF Rockefeller Global Equity ETF 9.9 55 -30 3.7 -0.2
THRO iShares U.S. Thematic Rotation Active ETF 9.9 90 -65 3.0 -0.9
PBUS Invesco MSCI USA ETF 9.9 4 21 4.1 +0.2
FQAL Fidelity Quality Factor ETF 9.9 15 10 4.8 +0.9
CGUS Capital Group Core Equity ETF 9.8 33 -8 3.5 -0.4
OALC OneAscent Large Cap Core ETF 9.8 86 -61 3.3 -0.6
FVAL Fidelity Value Factor ETF 9.7 15 10 5.9 +2.0
PWB Invesco Large Cap Growth ETF 9.7 56 -31 1.8 -2.1
GSPY Gotham Enhanced 500 ETF 9.7 50 -25 4.3 +0.4
GQI Natixis Gateway Quality Income ETF 9.7 34 -9 4.5 +0.7
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 9.7 65 -40 3.5 -0.4
VONE Vanguard Russell 1000 ETF 9.6 7 18 4.2 +0.3
SCHX Schwab U.S. Large-Cap ETF 9.6 3 22 4.2 +0.3
VERS ProShares Metaverse ETF 9.6 58 -33 0.3 -3.6
IVES Wedbush ETFMG Global Cloud Technology ETF 9.6 68 -43 3.5 -0.4
DFUS Dimensional U.S. Equity ETF 9.5 9 16 4.0 +0.1
AVUS Avantis U.S. Equity ETF 9.5 15 10 4.6 +0.7
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 9.5 75 -50 3.4 -0.5
IOO iShares Global 100 ETF 9.4 41 -16 3.8 -0.1
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 9.4 3 22 4.3 +0.4
IWB iShares Russell 1000 ETF 9.4 15 10 4.1 +0.2
VNSE Natixis Vaughan Nelson Select ETF 9.4 80 -55 3.2 -0.7
SCHK Schwab 1000 Index ETF 9.4 5 20 4.2 +0.3
ESGU iShares ESG Aware MSCI USA ETF 9.3 15 10 4.1 +0.2
IYY iShares Dow Jones U.S. ETF 9.3 20 5 4.0 +0.1
DFSU Dimensional US Sustainability Core 1 ETF 9.3 18 7 4.6 +0.7
LOWV AB US Low Volatility Equity ETF 9.3 48 -23 4.4 +0.5
KLMN Invesco MSCI North America Climate ETF 9.3 9 16 4.2 +0.3
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 9.3 15 10 2.8 -1.1
FDMO Fidelity Momentum Factor ETF 9.3 15 10 2.3 -1.6
LOGO Alpha Brands Consumption Leaders ETF 9.3 69 -44 2.6 -1.3
DUNK Dana Unconstrained Equity ETF 9.2 75 -50 2.0 -1.9
BLCR iShares Large Cap Core Active ETF 9.2 36 -11 2.7 -1.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 9.2 20 5 4.1 +0.3
VTHR Vanguard Russell 3000 ETF 9.1 7 18 4.1 +0.2
VTI Vanguard Total Stock Market ETF 9.1 3 22 4.1 +0.2
PRF Invesco FTSE RAFI US 1000 ETF 9.1 34 -9 5.5 +1.6
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 9.1 15 10 7.8 +3.9
APUE ActivePassive U.S. Equity ETF 9.1 45 -20 3.9 -0.0
EQL Alps Equal Sector Weight ETF 9.1 25 0 5.1 +1.2
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 9.1 79 -54 3.9 -0.0
DFAU Dimensional US Core Equity Market ETF 9.1 12 13 4.2 +0.3
SCHB Schwab U.S. Broad Market ETF 9.0 3 22 4.1 +0.3
IWV iShares Russell 3000 ETF 9.0 20 5 4.0 +0.1
EQRR ProShares Equities for Rising Rates ETF 9.0 35 -10 5.5 +1.6
DVND Touchstone Dividend Select ETF 9.0 67 -42 5.2 +1.3
AOTG AOT Growth and Innovation ETF 9.0 75 -50 1.1 -2.8
BGRO iShares Large Cap Growth Active ETF 9.0 55 -30 1.8 -2.1
BLCV iShares Large Cap Value Active ETF 8.9 53 -28 6.1 +2.2
BNGE First Trust S-Network Streaming and Gaming ETF 8.9 70 -45 3.1 -0.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 8.9 3 22 4.1 +0.2
QUS State Street SPDR MSCI USA StrategicFactors ETF 8.9 15 10 5.1 +1.2
YLDE ClearBridge Dividend Strategy ESG ETF 8.9 60 -35 5.2 +1.3
CVLC Calvert US Large-Cap Core Responsible Index ETF 8.9 15 10 4.1 +0.2
WOMN Impact Shares YWCA Women's Empowerment ETF 8.8 75 -50 4.9 +1.0
USSE Segall Bryant & Hamill Select Equity ETF 8.8 65 -40 2.8 -1.1
SFTY Horizon Managed Risk ETF 8.8 77 -52 3.4 -0.5
FNDX Schwab Fundamental US Large Co. Index ETF 8.8 25 0 6.1 +2.2
STOX Horizon Core Equity ETF 8.8 70 -45 3.5 -0.4
TMFG Motley Fool Global Opportunities ETF 8.7 85 -60 3.7 -0.2
GVIP Goldman Sachs Hedge Industry VIP ETF 8.7 45 -20 2.2 -1.7
VLUE iShares MSCI USA Value Factor ETF 8.6 15 10 5.9 +2.0
HGRO Hedgeye Quality Growth ETF 8.6 70 -45 3.3 -0.6
IYZ iShares U.S. Telecommunications ETF 8.5 40 -15 5.9 +2.0
RECS Columbia Research Enhanced Core ETF 8.5 15 10 5.3 +1.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 8.5 25 0 5.3 +1.5
FBCV Fidelity Blue Chip Value ETF 8.5 59 -34 5.8 +1.9
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 8.5 47 -22 5.0 +1.2
NACP Impact Shares NAACP Minority Empowerment ETF 8.5 49 -24 3.5 -0.4
KOKU Xtrackers MSCI Kokusai Equity ETF 8.4 9 16 4.3 +0.4
FDWM Fidelity Women's Leadership ETF 8.4 59 -34 3.8 -0.1
RFFC ALPS Active Equity Opportunity ETF 8.4 48 -23 3.6 -0.3
KRMA Global X Conscious Companies ETF 8.4 43 -18 5.1 +1.3
SFY SoFi Select 500 ETF 8.3 0 25 3.6 -0.3
ANEW ProShares MSCI Transformational Changes ETF 8.3 45 -20 4.4 +0.5
REVS Columbia Research Enhanced Value ETF 8.3 19 6 6.6 +2.7
WTAI WisdomTree Artificial Intelligence and Innovation Fund 8.3 45 -20 1.6 -2.3
AFLG First Trust Active Factor Large Cap ETF 8.2 55 -30 5.0 +1.1
FNDB Schwab Fundamental US Broad Market Index ETF 8.2 25 0 6.1 +2.2
CSTK Invesco Comstock Contrarian Equity ETF 8.1 35 -10 5.7 +1.8
FELV Fidelity Enhanced Large Cap Value ETF 8.1 18 7 5.4 +1.5
INRO iShares U.S. Industry Rotation Active ETF 8.1 42 -17 3.4 -0.5
JHML John Hancock Multifactor Large Cap ETF 8.1 29 -4 4.4 +0.5
JAVA JPMorgan Active Value ETF 8.1 44 -19 5.4 +1.5
KNCT Invesco Next Gen Connectivity ETF 8.0 40 -15 2.6 -1.3
VLU State Street SPDR S&P 1500 Value Tilt ETF 8.0 12 13 6.2 +2.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 8.0 10 15 3.7 -0.2
TOPC iShares S&P 500 3% Capped ETF 8.0 15 10 4.3 +0.4
GVUS Marketbeta Russell 1000 Value Equity ETF 8.0 12 13 5.3 +1.4
VEGN US Vegan Climate ETF 8.0 60 -35 3.1 -0.8
CLNR IQ Cleaner Transport ETF 7.9 45 -20 3.9 +0.0
XTL State Street SPDR S&P Telecom ETF 7.9 35 -10 1.7 -2.2
YNOT Horizon Digital Frontier ETF 7.9 75 -50 2.4 -1.5
DCOR Dimensional US Core Equity 1 ETF 7.9 14 11 4.5 +0.6
ARKW ARK Next Generation Internet ETF 7.9 87 -62 0.6 -3.3
DLN WisdomTree U.S. LargeCap Dividend Fund 7.9 28 -3 5.4 +1.5
JGLO JPMorgan Global Select Equity ETF 7.9 33 -8 4.2 +0.4
QLV FlexShares US Quality Low Volatility Index Fund 7.9 22 3 5.1 +1.2
SUSA iShares MSCI USA ESG Select ETF 7.9 25 0 3.9 +0.0
IETC iShares U.S. Tech Independence Focused ETF 7.8 18 7 2.9 -1.0
KOCG FIS Knights of Columbus Global Belief ETF 7.8 75 -50 4.5 +0.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 7.8 25 0 4.8 +0.9
BEEX BeeHive ETF 7.8 84 -59 3.7 -0.2
KONG Formidable Fortress ETF 7.8 89 -64 5.3 +1.5
CGDV Capital Group Dividend Value ETF 7.7 33 -8 3.8 -0.1
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 7.7 15 10 7.4 +3.5
FDTX Fidelity Disruptive Technology ETF 7.7 50 -25 1.4 -2.5
BUZZ VanEck Social Sentiment ETF 7.7 75 -50 -0.7 -4.6
MBCC Monarch Blue Chips Core ETF 7.7 125 -100 3.6 -0.3
TOK iShares MSCI Kokusai ETF 7.7 26 -1 4.2 +0.4
AGIQ Sofi Agentic AI ETF 7.6 69 -44 6.8 +2.9
CHAT Roundhill Generative AI & Technology ETF 7.5 75 -50 3.4 -0.5
YOKE Yoke Core ETF 7.5 42 -17 3.5 -0.4
AIQ Global X Artificial Intelligence & Technology ETF 7.5 68 -43 2.5 -1.4
EQWL Invesco S&P 100 Equal Weight ETF 7.5 25 0 5.3 +1.4
DAK Dakota Active Equity ETF 7.5 43 -18 3.7 -0.2
ILCV iShares Morningstar Value ETF 7.5 4 21 5.3 +1.5
RFDA RiverFront Dynamic US Dividend Advantage ETF 7.5 52 -27 5.1 +1.2
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 7.5 39 -14 4.0 +0.1
VONV Vanguard Russell 1000 Value ETF 7.4 7 18 5.4 +1.5
QUVU Hartford Quality Value ETF 7.4 46 -21 5.3 +1.4
IWD iShares Russell 1000 Value ETF 7.3 19 6 5.2 +1.4
DTD WisdomTree U.S. Total Dividend Fund 7.3 28 -3 5.7 +1.8
EBI Longview Advantage ETF 7.2 35 -10 5.8 +1.9
URTH iShares MSCI World ETF 7.2 24 1 4.3 +0.4
CAML Congress Large Cap Growth ETF 7.2 66 -41 2.3 -1.6
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 7.0 35 -10 3.3 -0.6
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 7.0 49 -24 3.7 -0.2
AVLV Avantis U.S. Large Cap Value ETF 7.0 15 10 5.7 +1.8
RWL Invesco S&P 500 Revenue ETF 7.0 39 -14 5.7 +1.8
JMOM JPMorgan U.S. Momentum Factor ETF 7.0 12 13 3.2 -0.7
DHS WisdomTree U.S. High Dividend Fund 7.0 38 -13 8.2 +4.3
RAFE PIMCO RAFI ESG U.S. ETF 6.9 29 -4 6.0 +2.2
PSET Principal Quality ETF 6.9 15 10 4.9 +1.0
FEGE First Eagle Global Equity ETF 6.9 79 -54 6.1 +2.2
DIVE Dana Concentrated Dividend ETF 6.9 65 -40 7.0 +3.1
VFMV Vanguard U.S. Minimum Volatility ETF 6.9 13 12 5.8 +1.9
DWLD Davis Select Worldwide ETF 6.8 63 -38 6.8 +2.9
QWLD SPDR MSCI World StrategicFactors ETF 6.8 30 -5 5.2 +1.3
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 6.8 12 13 3.6 -0.3
DFAC Dimensional U.S. Core Equity 2 ETF 6.8 17 8 4.6 +0.7
SWP SWP Growth & Income ETF 6.7 99 -74 4.2 +0.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 6.7 12 13 4.4 +0.5
OND ProShares On-Demand ETF 6.7 58 -33 0.5 -3.4
XNTK State Street SPDR NYSE Technology ETF 6.7 35 -10 2.2 -1.7
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.7 60 -35 4.3 +0.4
FFF Founders 100 ETF 6.6 75 -50 2.4 -1.5
SPMV Invesco S&P 500 Minimum Variance ETF 6.6 10 15 5.3 +1.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 6.6 20 5 4.6 +0.7
DSPY Tema S&P 500 Historical Weight ETF 6.6 18 7 4.3 +0.4
LCDS JPMorgan Fundamental Data Science Large Core ETF 6.6 30 -5 4.0 +0.1
LRGF iShares U.S. Equity Factor ETF 6.5 8 17 4.6 +0.7
ROE Astoria US Quality Kings ETF 6.5 49 -24 5.1 +1.2
PWV Invesco Large Cap Value ETF 6.5 55 -30 6.2 +2.3
EQIN Columbia US Equity Income ETF 6.5 35 -10 6.1 +2.2
FFND Future Fund Active ETF 6.4 100 -75 4.3 +0.4
DXUV Dimensional US Vector Equity ETF 6.4 28 -3 5.2 +1.3
KLMT Invesco MSCI Global Climate 500 ETF 6.4 10 15 4.8 +0.9
GRNY Fundstrat Granny Shots US Large Cap ETF 6.4 75 -50 2.1 -1.8
NULG Nuveen ESG Large-Cap Growth ETF 6.4 26 -1 2.7 -1.2
VUSV Vanguard Wellington U.S. Value Active ETF 6.4 30 -5 5.7 +1.8
ROUS Hartford Multifactor US Equity ETF 6.4 19 6 5.3 +1.4
COWZ Pacer US Cash Cows 100 ETF 6.3 49 -24 8.0 +4.1
ACWI iShares MSCI ACWI ETF 6.3 32 -7 4.6 +0.7
ARVR First Trust Indxx Metaverse ETF 6.3 70 -45 3.4 -0.5
JVAL JPMorgan U.S. Value Factor ETF 6.3 12 13 6.5 +2.6
SDOG ALPS Sector Dividend Dogs ETF 6.2 36 -11 8.3 +4.4
VALQ American Century U.S. Quality Value ETF 6.2 29 -4 7.1 +3.2
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 6.2 58 -33 3.0 -0.9
VUSE Vident U.S. Equity Strategy ETF 6.2 50 -25 3.6 -0.3
ASLV Allspring Special Large Value ETF 6.1 35 -10 5.1 +1.2
AUSF Global X Adaptive U.S. Factor ETF 6.1 27 -2 8.3 +4.4
GINN Goldman Sachs Innovate Equity ETF 6.1 52 -27 3.7 -0.2
QDEF FlexShares Quality Dividend Defensive Index Fund 6.1 37 -12 5.4 +1.5
JEPI JPMorgan Equity Premium Income ETF 6.0 35 -10 5.1 +1.2
BGDV Bahl & Gaynor Dividend ETF 5.9 45 -20 3.8 -0.1
KAT Scharf ETF 5.9 87 -62 6.4 +2.5
BDIV AAM Brentview Dividend Growth ETF 5.8 49 -24 3.6 -0.3
QDF FlexShares Quality Dividend Index Fund 5.8 37 -12 5.3 +1.4
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 5.8 30 -5 8.9 +5.0
GLOF iShares Global Equity Factor ETF 5.8 20 5 5.5 +1.6
VT Vanguard Total World Stock ETF 5.8 6 19 4.9 +1.0
EVUS iShares ESG Aware MSCI USA Value ETF 5.8 18 7 5.6 +1.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 5.7 9 16 4.8 +0.9
WBIY WBI Power Factor High Dividend ETF 5.7 100 -75 12.3 +8.4
FUNL CornerCap Fundametrics Large-Cap ETF 5.7 50 -25 6.3 +2.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 5.6 45 -20 3.5 -0.4
WLDR Affinity World Leaders Equity ETF 5.6 67 -42 5.5 +1.6
EDOW First Trust Dow 30 Equal Weight ETF 5.6 50 -25 4.6 +0.8
GKAT Scharf Global Opportunity ETF 5.5 57 -32 5.8 +1.9
TDIV First Trust NASDAQ Technology Dividend Index Fund 5.5 50 -25 4.6 +0.7
SPDV AAM S&P 500 High Dividend Value ETF 5.5 29 -4 10.9 +7.1
DUHP Dimensional US High Profitability ETF 5.5 21 4 5.1 +1.2
SPVU Invesco S&P 500 Enhanced Value ETF 5.5 13 12 8.0 +4.1
SNPV Xtrackers S&P 500 Value ESG ETF 5.5 15 10 5.2 +1.3
DIVN Horizon Dividend Income ETF 5.4 70 -45 6.6 +2.7
WTV WisdomTree US Value ETF 5.4 12 13 7.8 +3.9
DIVZ TrueShares Low Volatility Equity Income ETF 5.3 65 -40 6.0 +2.1
DURA VanEck Durable High Dividend ETF 5.3 29 -4 6.5 +2.6
SSPY Syntax Stratified LargeCap ETF 5.3 30 -5 6.0 +2.1
LYLD Cambria Large Cap Shareholder Yield ETF 5.3 59 -34 8.5 +4.6
QGRO American Century U.S. Quality Growth ETF 5.3 29 -4 3.8 -0.1
ISHP First Trust Nasdaq Retail ETF 5.1 60 -35 5.5 +1.7
QVAL Alpha Architect US Quantitative Value ETF 5.1 39 -14 9.5 +5.6
FCPI Fidelity Stocks for Inflation ETF 5.0 15 10 5.8 +1.9
MFMO Motley Fool Momentum Factor ETF 5.0 50 -25 1.8 -2.1
SSUS Day Hagan/Ned Davis Research Smart Sector ETF 4.9 79 -54 3.4 -0.5
PY Principal Value ETF 4.9 15 10 7.1 +3.2
CHGX AXS Change Finance ESG ETF 4.9 49 -24 4.1 +0.3
USMF WisdomTree U.S. Multifactor Fund 4.9 28 -3 6.3 +2.5
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 4.9 19 6 4.8 +0.9
GCOW Pacer Global Cash Cows Dividend ETF 4.9 60 -35 9.7 +5.8
JQUA JPMorgan U.S. Quality Factor ETF 4.9 12 13 4.8 +1.0
MDLV Morgan Dempsey Large Cap Value ETF 4.8 58 -33 5.9 +2.0
USMV iShares MSCI USA Min Vol Factor ETF 4.8 15 10 5.4 +1.5
RDVY First Trust Rising Dividend Achievers ETF 4.8 50 -25 4.9 +1.0
AFOS ARS Focused Opportunities Strategy ETF 4.8 45 -20 1.8 -2.1
MTUM iShares MSCI USA Momentum Factor ETF 4.8 15 10 2.1 -1.8
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 4.7 50 -25 8.1 +4.2
ARKQ ARK Autonomous Technology & Robotics ETF 4.7 75 -50 0.9 -3.0
FTCE First Trust New Constructs Core Earnings Leaders ETF 4.6 60 -35 4.5 +0.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4.6 29 -4 5.4 +1.5
FDL First Trust Morningstar Dividend Leaders Index Fund 4.6 45 -20 9.2 +5.3
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 4.6 5 20 7.3 +3.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.4 18 7 5.1 +1.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 4.4 35 -10 5.8 +1.9
LST Leuthold Select Industries ETF 4.3 91 -66 4.7 +0.9
DJD Invesco Dow Jones Industrial Average Dividend ETF 4.3 7 18 6.6 +2.7
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 4.3 56 -31 6.8 +2.9
MOTO SmartETFs Smart Transportation & Technology ETF 4.3 68 -43 5.0 +1.1
FLV American Century Focused Large Cap Value ETF 4.3 42 -17 6.0 +2.2
CGGO Capital Group Global Growth Equity ETF 4.3 47 -22 3.7 -0.2
DVY iShares Select Dividend ETF 4.3 38 -13 8.2 +4.3
RVER Trenchless Fund ETF 4.2 65 -40 0.6 -3.3
SCHD Schwab US Dividend Equity ETF 4.2 6 19 8.2 +4.3
AGQI First Trust Active Global Quality Income ETF 4.2 85 -60 6.3 +2.4
DFUV Dimensional US Marketwide Value ETF 4.2 22 3 6.0 +2.1
RW Rainwater Equity ETF 4.1 125 -100 2.9 -1.0
UDI USCF Dividend Income Fund 4.1 65 -40 6.7 +2.8
MFVL Motley Fool Value Factor ETF 4.1 50 -25 6.0 +2.1
CARZ First Trust NASDAQ Global Auto Index Fund 4.1 70 -45 2.0 -1.9
USRD Themes US R&D Champions ETF 4.1 29 -4 3.8 -0.1
SIXG Defiance Connective Technologies ETF 4.0 30 -5 2.5 -1.4
DFLV Dimensional US Large Cap Value ETF 4.0 22 3 6.0 +2.1
LIVR Intelligent Livermore ETF 3.9 69 -44 3.0 -0.9
XT iShares Exponential Technologies ETF 3.9 46 -21 3.8 -0.1
GURU Global X Guru Index ETF 3.9 75 -50 2.3 -1.6
CLOD Themes Cloud Computing ETF 3.9 35 -10 3.3 -0.6
NUDV Nuveen ESG Dividend ETF 3.9 26 -1 6.1 +2.2
STXV Strive 1000 Value ETF 3.9 18 7 6.8 +2.9
ARKK ARK Innovation ETF 3.9 75 -50 -2.8 -6.7
DIVB iShares Core Dividend ETF 3.9 5 20 7.0 +3.1
EMOT First Trust S&P 500 Economic Moat ETF 3.8 60 -35 7.8 +3.9
VDIG Vanguard Wellington Dividend Growth Active ETF 3.8 40 -15 4.4 +0.5
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 3.8 7 18 10.1 +6.2
AQEC AQE Core ETF 3.8 49 -24 5.5 +1.6
USEW Cambria US EW ETF 3.8 30 -5 4.0 +0.2
QNXT iShares Nasdaq-100 ex Top 30 ETF 3.7 20 5 3.9 -0.0
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.7 29 -4 6.8 +2.9
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.7 65 -40 5.1 +1.2
JHDV John Hancock U.S. High Dividend ETF 3.7 34 -9 5.7 +1.8
FTA First Trust Large Cap Value AlphaDEX Fund 3.7 59 -34 7.8 +3.9
TAX Cambria Tax Aware ETF 3.7 49 -24 4.0 +0.2
FDVV Fidelity High Dividend ETF 3.7 15 10 6.7 +2.8
VFVA Vanguard U.S. Value Factor ETF 3.7 13 12 9.4 +5.6
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 3.6 57 -32 2.1 -1.8
PRXV Praxis Impact Large Cap Value ETF 3.6 36 -11 5.4 +1.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.6 9 16 5.2 +1.3
EUSA iShares MSCI USA Equal Weighted ETF 3.5 9 16 5.4 +1.5
DIV Global X SuperDividend US ETF 3.5 45 -20 10.0 +6.1
BAI iShares AI Innovation and Tech Active ETF 3.5 55 -30 0.7 -3.2
SURE AdvisorShares Insiders Advantage ETF 3.5 90 -65 7.7 +3.8
INCE Franklin Income Equity Focus ETF 3.5 29 -4 5.3 +1.4
SIZE iShares MSCI USA Size Factor ETF 3.4 15 10 5.4 +1.5
PDP Invesco Dorsey Wright Momentum ETF 3.4 62 -37 1.3 -2.6
FTGS First Trust Growth Strength ETF 3.4 60 -35 3.6 -0.3
SKYY First Trust Cloud Computing ETF 3.4 60 -35 2.9 -1.0
RJDI RJ Eagle Dividend Select Income ETF 3.3 55 -30 4.5 +0.6
SPGP Invesco S&P 500 GARP ETF 3.3 34 -9 5.7 +1.8
FBOT Fidelity Disruptive Automation ETF 3.3 50 -25 2.8 -1.1
DSTL Distillate US Fundamental Stability & Value ETF 3.3 39 -14 8.0 +4.2
PRAY FIS Christian Stock Fund 3.3 69 -44 3.8 -0.1
IVRS iShares Future Metaverse Tech and Communications ETF 3.3 47 -22 5.1 +1.2
SAMT Strategas Macro Thematic Opportunities ETF 3.3 65 -40 2.2 -1.7
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 3.3 35 -10 7.0 +3.1
SPVM Invesco S&P 500 Value with Momentum ETF 3.2 39 -14 6.4 +2.5
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 3.2 38 -13 6.9 +3.0
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 3.2 27 -2 6.5 +2.6
DGT State Street SPDR Global Dow ETF 3.2 50 -25 5.6 +1.7
XITK State Street SPDR FactSet Innovative Technology ETF 3.2 45 -20 0.1 -3.8
ACWV iShares MSCI Global Min Vol Factor ETF 3.2 20 5 5.8 +1.9
RSP Invesco S&P 500 Equal Weight ETF 3.1 20 5 5.8 +1.9
GOP Unusual Whales Subversive Republican Trading ETF 3.1 50 -25 4.1 +0.2
ICAP InfraCap Equity Income Fund ETF 3.1 171 -146 4.4 +0.5
MGV Vanguard Mega Cap Value ETF 3.1 7 18 5.3 +1.4
ACVF American Conservative Values ETF 3.1 75 -50 3.6 -0.3
VYM Vanguard High Dividend Yield Index ETF 3.0 6 19 6.1 +2.2
XMAG Defiance Large Cap ex-Mag 7 ETF 3.0 35 -10 4.2 +0.3
TRFM AAM Transformers ETF 3.0 49 -24 0.9 -3.0
SPYV State Street SPDR Portfolio S&P 500 Value ETF 3.0 4 21 5.7 +1.8
EQAL Invesco Russell 1000 Equal Weight ETF 3.0 20 5 6.1 +2.2
ARKF ARK Fintech Innovation ETF 3.0 75 -50 0.3 -3.6
QDIV Global X S&P 500 Quality Dividend ETF 3.0 20 5 8.0 +4.1
VOOV Vanguard S&P 500 Value ETF 3.0 7 18 5.6 +1.7
IVE iShares S&P 500 Value ETF 3.0 18 7 5.5 +1.7
PTF Invesco Dorsey Wright Technology Momentum ETF 3.0 60 -35 -0.9 -4.8
GEW Cambria Global EW ETF 3.0 29 -4 5.3 +1.4
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 3.0 49 -24 2.6 -1.3
VTV Vanguard Value ETF 2.9 4 21 5.7 +1.8
FEX First Trust Large Cap Core AlphaDEX Fund 2.9 59 -34 4.8 +0.9
ABEQ Absolute Select Value ETF 2.9 85 -60 4.5 +0.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.9 15 10 6.3 +2.4
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 2.9 29 -4 7.3 +3.4
TBG TBG Dividend Focus ETF 2.9 59 -34 6.3 +2.4
RPV Invesco S&P 500 Pure Value ETF 2.9 35 -10 8.9 +5.0
IUSV iShares Core S&P US Value ETF 2.8 4 21 5.8 +1.9
TEXN iShares Texas Equity ETF 2.8 20 5 5.0 +1.1
DIVY Sound Equity Dividend Income ETF 2.8 45 -20 8.2 +4.3
MVPA Miller Value Partners Appreciation ETF 2.7 60 -35 10.2 +6.3
DRIV Global X Autonomous & Electric Vehicles ETF 2.7 68 -43 2.8 -1.1
ARKX ARK Space Exploration & Innovation ETF 2.7 75 -50 -0.0 -3.9
BOUT Innovator IBD Breakout Opportunities ETF 2.7 81 -56 2.7 -1.2
WISE Themes Generative Artificial Intelligence ETF 2.7 35 -10 -0.4 -4.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.6 65 -40 4.5 +0.6
JOET Virtus Terranova US Quality Momentum ETF 2.6 29 -4 3.7 -0.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 2.6 20 5 5.4 +1.5
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 2.6 12 13 5.7 +1.8
PEY Invesco High Yield Equity Dividend Achievers ETF 2.5 52 -27 8.8 +4.9
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 2.5 60 -35 3.5 -0.4
VO Vanguard Mid-Cap ETF 2.5 4 21 20.7 +16.8
CDIG City Different Investments Global Equity ETF 2.5 75 -50 -1.6 -5.5
CFA VictoryShares US 500 Volatility Wtd ETF 2.5 35 -10 5.3 +1.4
RPG Invesco S&P 500 Pure Growth ETF 2.4 35 -10 2.3 -1.6
PUI Invesco Dorsey Wright Utilities Momentum ETF 2.4 60 -35 4.4 +0.5
RDIV Invesco S&P Ultra Dividend Revenue ETF 2.4 39 -14 9.6 +5.7
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 2.4 60 -35 4.7 +0.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.4 40 -15 5.3 +1.4
DEUS Xtrackers Russell US Multifactor ETF 2.4 17 8 6.4 +2.5
VFMF Vanguard U.S. Multifactor ETF 2.4 18 7 6.5 +2.6
VFMO Vanguard U.S. Momentum Factor ETF 2.4 13 12 1.6 -2.3
SDY State Street SPDR S&P Dividend ETF 2.3 35 -10 6.1 +2.2
MOAT VanEck Morningstar Wide Moat ETF 2.3 46 -21 5.6 +1.7
BOTZ Global X Robotics & Artificial Intelligence ETF 2.3 69 -44 1.8 -2.1
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.3 60 -35 4.4 +0.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.2 18 7 6.8 +2.9
IWR iShares Russell Midcap ETF 2.2 19 6 5.3 +1.4
AVMC Avantis U.S. Mid Cap Equity ETF 2.2 18 7 5.9 +2.0
FXD First Trust Consumer Discretionary AlphaDEX Fund 2.2 61 -36 7.7 +3.8
VOT Vanguard Mid-Cap Growth ETF 2.2 7 18 3.0 -0.9
FTCS First Trust Capital Strength ETF 2.2 55 -30 5.7 +1.8
ULVM VictoryShares US Value Momentum ETF 2.2 20 5 6.0 +2.1
IMCV iShares Morningstar Mid-Cap Value ETF 2.1 6 19 7.1 +3.2
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.1 60 -35 6.2 +2.3
HUMN Roundhill Humanoid Robotics ETF 2.1 75 -50 1.1 -2.8
FXL First Trust Technology AlphaDEX Fund 2.1 61 -36 4.8 +0.9
AKAF The Frontier Economic Fund 2.1 20 5 5.3 +1.4
FMDE Fidelity Enhanced Mid Cap ETF 2.0 23 2 5.3 +1.4
IMCB iShares Morningstar Mid-Cap ETF 2.0 4 21 5.1 +1.2
SPLV Invesco S&P 500 Low Volatility ETF 2.0 25 0 5.1 +1.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 2.0 25 0 4.9 +1.0
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.0 65 -40 1.4 -2.5
FAB First Trust Multi Cap Value AlphaDEX Fund 2.0 67 -42 8.7 +4.8
BJK VanEck Gaming ETF 2.0 65 -40 4.5 +0.6
DEW WisdomTree Global High Dividend Fund 1.9 58 -33 7.3 +3.4
VOE Vanguard Mid-Cap Value ETF 1.9 7 18 6.8 +2.9
IWS iShares Russell Mid-Cap Value ETF 1.9 23 2 5.9 +2.0
SCHV Schwab U.S. Large-Cap Value ETF 1.9 4 21 5.4 +1.5
IMCG iShares Morningstar Mid-Cap Growth ETF 1.9 6 19 3.2 -0.7
USXF iShares ESG Advanced MSCI USA ETF 1.9 10 15 3.6 -0.3
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.9 25 0 11.5 +7.6
MOTG VanEck Morningstar Global Wide Moat ETF 1.9 52 -27 8.0 +4.1
IWP iShares Russell Mid-Cap Growth ETF 1.8 23 2 2.8 -1.1
SYLD Cambria Shareholder Yield ETF 1.8 59 -34 10.4 +6.6
FFTY Innovator IBD 50 ETF 1.8 80 -55 -0.1 -4.0
MBOX Freedom Day Dividend ETF 1.8 39 -14 6.8 +2.9
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.8 20 5 5.8 +2.0
DIA SPDR Dow Jones Industrial Average ETF 1.8 16 9 4.7 +0.8
RUNN Running Oak Efficient Growth ETF 1.7 58 -33 5.0 +1.1
VFQY Vanguard U.S. Quality Factor ETF 1.7 13 12 5.4 +1.5
FTC First Trust Large Cap Growth AlphaDEX Fund 1.7 59 -34 1.6 -2.3
CIBR First Trust NASDAQ Cybersecurity ETF 1.7 60 -35 3.6 -0.3
SPHB Invesco S&P 500 High Beta ETF 1.7 25 0 3.3 -0.6
ESPO VanEck Video Gaming and eSports ETF 1.7 56 -31 6.8 +2.9
HERO Global X Video Games & Esports ETF 1.7 50 -25 6.1 +2.2
NERD Roundhill Video Games ETF 1.7 50 -25 8.2 +4.3
ODDS Pacer BlueStar Digital Entertainment ETF 1.7 60 -35 4.7 +0.8
CLOU Global X Cloud Computing ETF 1.7 68 -43 2.8 -1.1
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.7 60 -35 9.8 +5.9
ARB AltShares Merger Arbitrage ETF 1.7 77 -52 2.6 -1.3
XSW State Street SPDR S&P Software & Services ETF 1.6 35 -10 2.9 -1.0
AIVC Amplify Bloomberg AI Value Chain ETF 1.6 59 -34 3.1 -0.8
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.6 65 -40 7.1 +3.2
FPX First Trust US Equity Opportunities ETF 1.6 61 -36 0.7 -3.2
TXS Texas Capital Texas Equity Index ETF 1.6 49 -24 5.1 +1.2
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 1.6 60 -35 0.7 -3.2
WDIV SPDR S&P Global Dividend ETF 1.6 40 -15 9.1 +5.2
PEJ Invesco Leisure and Entertainment ETF 1.6 58 -33 0.9 -3.0
LGCF Themes US Cash Flow Champions ETF 1.5 30 -5 7.3 +3.4
IEDI iShares U.S. Consumer Focused ETF 1.5 18 7 5.2 +1.3
JHMM John Hancock Multifactor Mid Cap ETF 1.5 42 -17 5.4 +1.5
SHRY First Trust Bloomberg Shareholder Yield ETF 1.5 60 -35 9.0 +5.1
XOEF iShares S&P 500 ex S&P 100 ETF 1.5 20 5 4.6 +0.7
UFO Procure Space ETF 1.4 75 -50 -0.0 -3.9
CGDG Capital Group Dividend Growers ETF 1.4 47 -22 5.2 +1.3
COWS Amplify Cash Flow Dividend Leaders ETF 1.4 0 25 7.3 +3.5
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.4 30 -5 7.7 +3.8
NXTG First Trust Indxx NextG ETF 1.3 70 -45 3.3 -0.6
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.3 38 -13 5.0 +1.1
BFOR ALPS Barron's 400 ETF 1.3 65 -40 4.8 +0.9
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.3 20 5 7.4 +3.5
SFGV Sequoia Global Value ETF 1.3 23 2 7.0 +3.1
IQM Franklin Intelligent Machines ETF 1.3 50 -25 0.9 -3.0
NUMV Nuveen ESG Mid-Cap Value ETF 1.3 31 -6 5.6 +1.7
GVLU Gotham 1000 Value ETF 1.3 50 -25 8.4 +4.5
IGV iShares Expanded Tech-Software Sector ETF 1.3 41 -16 3.6 -0.3
LOUP Innovator Deepwater Frontier Tech ETF 1.3 70 -45 0.8 -3.1
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.3 70 -45 4.8 +0.9
FLDZ RiverNorth Patriot ETF 1.2 75 -50 5.6 +1.7
ETHO Etho Climate Leadership U.S. ETF 1.2 47 -22 4.1 +0.2
PFM Invesco Dividend Achievers ETF 1.2 53 -28 4.7 +0.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.2 64 -39 1.1 -2.8
FVD First Trust Value Line Dividend Index Fund 1.1 65 -40 5.8 +1.9
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.1 49 -24 8.0 +4.1
SRHQ SRH U.S. Quality ETF 1.1 35 -10 6.3 +2.4
CZAR Themes Natural Monopoly ETF 1.1 35 -10 5.5 +1.6
DFNV Donoghue Forlines Innovation ETF 1.1 69 -44 4.0 +0.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.1 32 -7 3.9 -0.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.1 60 -35 5.7 +1.9
ACEP ARS Core Equity ETF 1.0 45 -20 3.9 +0.1
VAMO Cambria Value & Momentum ETF 1.0 61 -36 5.3 +1.4
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.0 61 -36 1.5 -2.4
NUMG Nuveen ESG Mid-Cap Growth ETF 1.0 31 -6 1.8 -2.1
QTUM Defiance Quantum ETF 1.0 40 -15 3.2 -0.7
TTAC FCF US Quality ETF 0.9 59 -34 5.6 +1.7
JSTC Adasina Social Justice All Cap Global ETF 0.9 89 -64 4.2 +0.3
VB Vanguard Small-Cap ETF 0.9 5 20 5.1 +1.2
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.9 20 5 0.8 -3.1
VXF Vanguard Extended Market ETF 0.9 5 20 3.6 -0.3
DIVG Invesco S&P 500 High Dividend Growers ETF 0.9 39 -14 7.4 +3.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.9 7 18 5.1 +1.2
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.9 56 -31 9.8 +5.9
YALL God Bless America ETF 0.9 65 -40 4.5 +0.6
DTEC ALPS Disruptive Technologies ETF 0.8 50 -25 3.7 -0.2
SMLF iShares U.S. SmallCap Equity Factor ETF 0.8 15 10 4.8 +0.9
ALTL Pacer Lunt Large Cap Alternator ETF 0.8 60 -35 4.2 +0.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.8 24 1 7.1 +3.2
OPTZ Optimize Strategy Index ETF 0.8 50 -25 3.1 -0.8
ALRG Allspring LT Large Core ETF 0.8 28 -3 3.5 -0.4
SIXL ETC 6 Meridian Low Beta Equity ETF 0.8 80 -55 6.0 +2.2
PKW Invesco Buyback Achievers ETF 0.7 62 -37 7.4 +3.5
AESR Anfield U.S. Equity Sector Rotation ETF 0.7 108 -83 2.6 -1.3
TOGA Tremblant Global ETF 0.7 69 -44 -0.2 -4.1
MNZL Manzil Russell Halal USA Broad MarketETF 0.7 40 -15 3.6 -0.3
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.7 75 -50 1.5 -2.4
ABOT Abacus FCF Innovation Leaders ETF 0.7 69 -44 3.9 -0.0
AVMV Avantis U.S. Mid Cap Value ETF 0.7 20 5 7.2 +3.3
VBR Vanguard Small Cap Value ETF 0.7 7 18 7.8 +3.9
CVAR Cultivar ETF 0.7 87 -62 7.3 +3.4
TMFX Motley Fool Next Index ETF 0.7 50 -25 3.0 -0.9
SMOT VanEck Morningstar SMID Moat ETF 0.6 49 -24 6.4 +2.5
HYP Golden Eagle Dynamic Hypergrowth ETF 0.6 85 -60 -0.8 -4.7
GINX SGI Enhanced Global Income ETF 0.6 98 -73 6.6 +2.7
SPIT F/m Emerald Special Situations ETF 0.6 105 -80 -0.7 -4.6
SMMD iShares Russell 2500 ETF 0.6 15 10 5.3 +1.4
VBK Vanguard Small-Cap Growth ETF 0.6 7 18 1.2 -2.7
SPHQ Invesco S&P 500 Quality ETF 0.5 15 10 4.3 +0.4
GRNJ Fundstrat Granny Shots US Small & Mid Cap ETF 0.5 75 -50 1.7 -2.2
USCF Themes US Cash Flow Champions ETF 0.5 29 -4 7.7 +3.8
VFLO VictoryShares Free Cash Flow ETF 0.5 39 -14 7.4 +3.5
CALF Pacer US Small Cap Cash Cows 100 ETF 0.5 59 -34 9.2 +5.3
SMRI Bushido Capital US Equity ETF 0.5 71 -46 7.6 +3.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.5 39 -14 2.2 -1.7
DON WisdomTree U.S. MidCap Dividend Fund 0.5 38 -13 8.1 +4.2
SCHM Schwab U.S. Mid-Cap ETF 0.5 4 21 5.6 +1.7
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.5 20 5 4.6 +0.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.5 15 10 3.8 -0.1
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.5 35 -10 4.7 +0.9
RCGE RockCreek Global Equality ETF 0.4 95 -70 6.1 +2.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.3 30 -5 3.5 -0.4
WTRE WisdomTree New Economy Real Estate Fund 0.3 58 -33 -0.3 -4.2
MISL First Trust Indxx Aerospace & Defense ETF 0.3 60 -35 1.7 -2.2
SPRX Spear Alpha ETF 0.3 75 -50 -0.8 -4.7
JEDI Defiance Drone and Modern Warfare ETF 0.3 69 -44 1.0 -2.9
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.3 20 5 8.6 +4.7
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.3 55 -30 8.8 +4.9
CBSE Clough Select Equity ETF 0.3 85 -60 0.3 -3.6
IPO Renaissance IPO ETF 0.3 60 -35 1.4 -2.5
NBDS Neuberger Berman Disrupters ETF 0.3 55 -30 0.6 -3.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.3 49 -24 4.4 +0.5
FNDA Schwab Fundamental US Small Co. Index ETF 0.3 25 0 5.9 +2.0
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.2 60 -35 -0.9 -4.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.2 39 -14 3.4 -0.5
QQQS Invesco NASDAQ Future Gen 200 ETF 0.2 20 5 -3.5 -7.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.2 15 10 5.9 +2.0
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 -14 7.7 +3.8
XMVM Invesco S&P MidCap Value with Momentum ETF 0.2 39 -14 7.5 +3.6
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.2 20 5 3.8 -0.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.2 29 -4 6.2 +2.3
FESM Fidelity Enhanced Small Cap ETF 0.2 28 -3 2.1 -1.8
RSSL Global X Russell 2000 ETF 0.2 8 17 2.6 -1.3
SCHA Schwab U.S. Small-Cap ETF 0.2 4 21 4.1 +0.2
ISCB iShares Morningstar Small-Cap ETF 0.2 4 21 5.3 +1.4
ISCG iShares Morningstar Small-Cap Growth ETF 0.2 6 19 2.6 -1.3
IWM iShares Russell 2000 ETF 0.2 19 6 2.5 -1.4
IWN iShares Russell 2000 Value ETF 0.2 24 1 4.6 +0.7
QMOM Alpha Architect U.S. Quantitative Momentum ETF 0.2 39 -14 1.1 -2.8
VTWO Vanguard Russell 2000 ETF 0.2 7 18 2.6 -1.3
VTWV Vanguard Russell 2000 Value ETF 0.2 10 15 4.8 +0.9
ISCV iShares Morningstar Small Cap Value ETF 0.2 6 19 7.7 +3.8
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.2 75 -50 6.0 +2.1
SAGP Strategas Global Policy Opportunities ETF 0.2 65 -40 5.0 +1.1
ECML Euclidean Fundamental Value ETF 0.2 95 -70 8.9 +5.0
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 0.2 40 -15 5.2 +1.3
STXM Strive Mid-Cap ETF 0.2 18 7 5.9 +2.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.2 4 21 5.5 +1.6
EZM WisdomTree U.S. MidCap Fund 0.2 38 -13 7.8 +3.9
FSMD Fidelity Small-Mid Multifactor ETF 0.2 15 10 6.3 +2.4
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.2 15 10 5.0 +1.1
WSGE Warren Street Global Equity ETF 0.1 80 -55 2.8 -1.1
PTL Inspire 500 ETF 0.1 9 16 4.3 +0.4
CZA Invesco Zacks Mid-Cap ETF 0.1 72 -47 5.9 +2.0
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 -17 4.0 +0.1
LEAD Siren DIVCON Leaders Dividend ETF 0.1 43 -18 3.4 -0.5
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.1 40 -15 3.5 -0.4
DFAT Dimensional U.S. Targeted Value ETF 0.1 28 -3 8.5 +4.6
DGRO iShares Core Dividend Growth ETF 0.0 8 17 5.6 +1.7

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

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RESULTS & ESTIMATES

  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:		 Global X PureCap MSCI Communication Services ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

UNDERWEIGHT
Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 16.8 %
Divided by: Fwd. P/BV 4.1 x
Less: Expense ratio 25 bp
Equals: ALTAR Score 3.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.48 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.