Harbor Human Capital Factor US Small Cap ETF
ALTAR
Score™		 3.9% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 23.6x P/Sales
ratio		 1.3x
P/BV
ratio		 2.1x Div.
yield		 1.3%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The Harbor Human Capital Factor US Small Cap ETF seeks to provide investors with long-term capital appreciation by investing primarily in a diversified portfolio of small-cap U.S. companies that exhibit strong human capital factors.

FUND BASICS
Category US Equities
Fund Sponsor Harbor
Website www.harborcapital.com/products/all/etf
Inception date Apr 12, 2023
Assets (mns) $139
Currency USD
Expense ratio 60 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 187
Wgt avg mkt cap (mns) $4,169
Large cap (>$10bn) 1.6%
Mid cap ($2-10bn) 73.2%
Small cap (<$2bn) 25.1%
Developed mkts 99.0%
Emerging mkts 1.0%

TOP TEN HOLDINGS
RHYTHM PHARMACEUTICALS, INC. 2.6 %
KRATOS DEFENSE & SECURITY 2.4 %
INVESCO S&P SMALLCAP ENERGY ETF 2.3 %
PHILLIPS EDISON & COMPANY, INC. 2.2 %
ALLETE INC 2.1 %
APPLE HOSPITALITY REIT INC 1.9 %
PTC THERAPEUTICS INC 1.9 %
PIPER JAFFRAY COS 1.7 %
RADIAN GROUP INC 1.6 %
INVENTRUST PROPERTIES CORP 1.6 %
Total 20.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 104.4 %
PANAMA 0.7 %
IRELAND 0.7 %
PUERTO RICO 0.6 %







HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
6.0% 6.8% -- -- 8.5%

Market Correlations
versus... Beta R-squared
S&P500 1.29 61%
MSCI EAFE 0.46 9%
MSCI Emg. Mkts. -0.07 0%

Technical Indicators
Recent close $30.39
30d moving avg. $31.27
Annualized volatility 18.8%
Short interest (ETF) 0.0%
Relative strength (RSI) 51

Liquidity measures
Avg. volume (thou.) 0
Turnover 0.0%
Bid/Ask (% of price) 0.38%
ADV underlying (mns) $3,019

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 669 potential alternatives to the Harbor Human Capital Factor US Small Cap ETF ETF based on the alternatives' overlap in portfolio holdings with HAPS. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: HAPS Expense: 60 bp ALTAR Score™: 3.9%


ALTERNATIVE ETFs BASED ON OVERLAP WITH HAPS
Ticker Fund
Name		 Overlap1
vs HAPS
(%)		 Expense
ratio
(bp)		 Savings
vs HAPS
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs HAPS
(%)
ESIX SPDR S&P SmallCap 600 ESG ETF 21.4 12 48 8.3 +4.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 19.6 9 51 4.0 +0.1
IJT iShares S&P Small-Cap 600 Growth ETF 18.7 18 42 5.6 +1.7
XJR iShares ESG Screened S&P Small-Cap ETF 18.3 12 48 7.7 +3.8
EES WisdomTree U.S. SmallCap Fund 17.9 38 22 8.9 +5.0
VIOG Vanguard S&P Small-Cap 600 Growth ETF 17.8 10 50 5.7 +1.7
SLYG SPDR S&P 600 Small Cap Growth ETF 17.7 15 45 5.6 +1.7
CSA VictoryShares US Small Cap Volatility Wtd ETF 17.4 35 25 7.6 +3.6
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 17.3 15 45 7.9 +3.9
IJR iShares Core S&P Small Cap ETF 17.2 6 54 7.8 +3.9
TPSC Timothy Plan US Small Cap Core ETF 17.1 52 8 7.2 +3.3
BKSE BNY Mellon US Small Cap Core Equity ETF 17.0 4 56 5.9 +2.0
XSMO Invesco S&P SmallCap Momentum ETF 16.4 39 21 4.5 +0.6
VIOO Vanguard S&P Small-Cap 600 ETF 16.1 7 53 7.8 +3.8
AVSC Avantis U.S Small Cap Equity ETF 16.0 25 35 5.4 +1.4
SPSM SPDR Portfolio S&P 600 Small Cap ETF 16.0 3 57 7.8 +3.9
IJS iShares S&P Small-Cap 600 Value ETF 15.5 18 42 10.1 +6.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 15.1 20 40 5.7 +1.7
AVUV Avantis U.S. Small Cap Value ETF 15.1 25 35 10.2 +6.2
IWO iShares Russell 2000 Growth ETF 15.1 24 36 0.8 -3.1
VTWG Vanguard Russell 2000 Growth ETF 15.1 10 50 1.0 -3.0
FLQS Franklin U.S. Small Cap Multifactor Index ETF 14.6 35 25 10.0 +6.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 14.6 39 21 10.1 +6.2
PSCF Invesco S&P SmallCap Financials ETF 14.5 29 31 10.1 +6.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 14.5 10 50 10.0 +6.1
SLYV SPDR S&P 600 Small Cap Value ETF 14.2 15 45 10.1 +6.2
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 13.7 39 21 5.9 +1.9
XSHQ Invesco S&P SmallCap Quality ETF 13.5 29 31 7.9 +4.0
RSSL Global X Russell 2000 ETF 13.4 8 52 4.2 +0.2
FYX First Trust Small Cap Core AlphaDEX Fund 13.4 61 -1 5.9 +2.0
PSC Principal U.S. Small-Cap ETF 13.2 38 22 7.1 +3.1
FESM Fidelity Enhanced Small Cap ETF 13.0 28 32 7.0 +3.0
VTWO Vanguard Russell 2000 ETF 12.9 7 53 4.3 +0.4
IWM iShares Russell 2000 ETF 12.9 19 41 4.3 +0.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 12.7 70 -10 2.2 -1.7
FYT First Trust Small Cap Value AlphaDEX Fund 12.7 73 -13 12.2 +8.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 12.7 39 21 4.4 +0.5
STXK Strive Small-Cap ETF 12.4 18 42 6.1 +2.2
RZG Invesco S&P Smallcap 600 Pure Growth ETF 12.0 35 25 3.8 -0.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 12.0 29 31 8.4 +4.5
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 11.8 95 -35 0.2 -3.7
ISMD Inspire Small/Mid Cap ETF 11.8 54 6 5.6 +1.7
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 11.7 55 5 4.2 +0.3
NUSC Nuveen ESG Small-Cap ETF 11.6 31 29 5.3 +1.4
GRPZ Invesco S&P SmallCap 600 GARP ETF 11.5 35 25 7.7 +3.8
DES WisdomTree U.S. SmallCap Dividend Fund 11.5 38 22 9.6 +5.6
FNDA Schwab Fundamental US Small Co. Index ETF 11.0 25 35 9.1 +5.1
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 10.9 38 22 10.2 +6.2
BSVO EA Bridgeway Omni Small-Cap Value ETF 10.8 47 13 9.5 +5.6
PSCI Invesco S&P SmallCap Industrials ETF 10.7 29 31 5.7 +1.8
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 10.6 12 48 7.6 +3.7
VTWV Vanguard Russell 2000 Value ETF 10.5 10 50 8.0 +4.0
IWN iShares Russell 2000 Value ETF 10.4 24 36 7.9 +3.9
USVM VictoryShares US Small Mid Cap Value Momentum ETF 10.2 25 35 8.1 +4.1
AFSM First Trust Active Factor Small Cap ETF 10.0 75 -15 7.6 +3.6
FYC First Trust Small Cap Growth AlphaDEX Fund 9.9 71 -11 -1.6 -5.5
SCHA Schwab U.S. Small-Cap ETF 9.8 4 56 6.4 +2.5
ETHO Etho Climate Leadership U.S. ETF 9.5 47 13 5.7 +1.7
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 9.4 29 31 10.6 +6.6
SVAL iShares US Small Cap Value Factor ETF 9.4 20 40 9.2 +5.3
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 9.2 35 25 7.2 +3.3
DFAS Dimensional U.S. Small Cap ETF 9.2 26 34 6.8 +2.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 8.9 17 43 6.0 +2.1
ROSC Hartford Multifactor Small Cap ETF 8.8 34 26 9.3 +5.4
XSVM Invesco S&P SmallCap Value with Momentum ETF 8.8 36 24 11.2 +7.3
ISCG iShares Morningstar Small-Cap Growth ETF 8.5 6 54 3.0 -1.0
DFAT Dimensional U.S. Targeted Value ETF 8.3 28 32 10.3 +6.4
DFSV Dimensional US Small Cap Value ETF 8.3 31 29 10.7 +6.8
XSLV Invesco S&P SmallCap Low Volatility ETF 8.2 25 35 9.1 +5.2
NIXT Research Affiliates Deletions ETF 8.1 9 51 8.5 +4.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 8.1 24 36 7.7 +3.8
FFSM Fidelity Fundamental Small-Mid Cap ETF 8.0 43 17 6.3 +2.3
FSMD Fidelity Small-Mid Multifactor ETF 8.0 15 45 7.1 +3.1
SBIO ALPS Medical Breakthroughs ETF 8.0 50 10 0.0 -3.9
ISCB iShares Morningstar Small-Cap ETF 7.8 4 56 6.3 +2.4
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 7.6 59 1 9.9 +5.9
FNX First Trust Mid Cap Core AlphaDEX Fund 7.6 60 0 7.1 +3.2
SIXS ETC 6 Meridian Small Cap Equity ETF 7.6 89 -29 9.8 +5.9
SMLF iShares U.S. SmallCap Equity Factor ETF 7.5 15 45 6.1 +2.2
JHSC John Hancock Multifactor Small Cap ETF 7.4 42 18 6.9 +2.9
PSCT Invesco S&P SmallCap Information Technology ETF 7.4 29 31 4.6 +0.7
BBP Virtus LifeSci Biotech Products ETF 7.1 79 -19 -1.6 -5.6
ISCV iShares Morningstar Small Cap Value ETF 7.0 6 54 9.6 +5.6
VBK Vanguard Small-Cap Growth ETF 7.0 7 53 1.8 -2.1
FSCS First Trust SMID Capital Strength ETF 6.8 60 0 7.3 +3.4
KBE SPDR S&P Bank ETF 6.8 35 25 10.2 +6.2
BOUT Innovator IBD Breakout Opportunities ETF 6.8 81 -21 0.8 -3.2
RZV Invesco S&P Smallcap 600 Pure Value ETF 6.6 35 25 10.4 +6.5
QQQS Invesco NASDAQ Future Gen 200 ETF 6.6 20 40 -4.6 -8.6
KOMP SPDR S&P Kensho New Economies Composite ETF 6.5 20 40 2.8 -1.1
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 6.4 59 1 6.6 +2.6
XITK SPDR FactSet Innovative Technology ETF 6.4 45 15 -0.0 -4.0
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 6.4 35 25 9.6 +5.7
FAD First Trust Multi Cap Growth AlphaDEX Fund 6.3 64 -4 1.2 -2.8
SQLV Royce Quant Small-Cap Quality Value ETF 6.0 60 0 9.6 +5.7
VFMO Vanguard U.S. Momentum Factor ETF 5.9 13 47 3.1 -0.9
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 5.8 60 0 -1.0 -4.9
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 5.8 20 40 6.3 +2.3
XBI SPDR S&P BIOTECH ETF 5.8 35 25 -2.2 -6.2
SFLO VictoryShares Small Cap Free Cash Flow ETF 5.7 49 11 11.3 +7.3
XSW SPDR S&P Software & Services ETF 5.7 35 25 3.0 -1.0
VXF Vanguard Extended Market ETF 5.5 5 55 4.8 +0.8
VB Vanguard Small-Cap ETF 5.5 5 55 6.3 +2.3
PTH Invesco Dorsey Wright Healthcare Momentum ETF 5.5 60 0 -1.0 -4.9
DSMC Distillate Small/Mid Cash Flow ETF 5.5 55 5 13.1 +9.1
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 5.3 55 5 10.5 +6.5
XAR SPDR S&P Aerospace & Defense ETF 5.3 35 25 2.1 -1.9
SIXL ETC 6 Meridian Low Beta Equity ETF 5.3 80 -20 6.4 +2.5
VFVA Vanguard U.S. Value Factor ETF 5.3 13 47 11.1 +7.2
VAMO Cambria Value & Momentum ETF 5.3 61 -1 6.5 +2.6
IQM Franklin Intelligent Machines ETF 5.2 50 10 2.0 -2.0
ECML Euclidean Fundamental Value ETF 5.1 95 -35 10.9 +7.0
AFMC First Trust Active Factor Mid Cap ETF 5.1 65 -5 8.5 +4.5
RNSC Furst Trust Small Cap US Equity Select ETF 5.1 60 0 5.1 +1.2
VFMF Vanguard U.S. Multifactor ETF 5.0 18 42 8.0 +4.0
FFOX FundX Future Fund Opportunities ETF 5.0 100 -40 4.2 +0.3
BFOR ALPS Barron's 400 ETF 5.0 65 -5 6.1 +2.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 4.8 30 30 7.0 +3.0
EZM WisdomTree U.S. MidCap Fund 4.7 38 22 8.9 +5.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 4.7 80 -20 8.3 +4.3
FDLS Inspire Fidelis Multi Factor ETF 4.7 76 -16 4.7 +0.8
MISL First Trust Indxx Aerospace & Defense ETF 4.6 60 0 2.0 -2.0
IWC iShares Micro-Cap ETF 4.6 60 0 -1.6 -5.6
JSML Janus Henderson Small Cap Growth Alpha ETF 4.6 30 30 8.3 +4.4
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 4.6 30 30 17.5 +13.5
RNMC First Trust Mid Cap US Equity Select ETF 4.6 60 0 7.1 +3.1
KRE SPDR S&P Regional Banking ETF 4.5 35 25 10.4 +6.5
TAX Cambria Tax Aware ETF 4.5 49 11 6.2 +2.2
SMDV ProShares Russell 2000 Dividend Growers ETF 4.5 40 20 8.0 +4.1
GVLU Gotham 1000 Value ETF 4.5 50 10 9.2 +5.2
WCEO Hypatia Women CEO ETF 4.4 85 -25 3.2 -0.8
VFQY Vanguard U.S. Quality Factor ETF 4.4 13 47 6.3 +2.3
FITE SPDR S&P Kensho Future Security ETF 4.4 45 15 1.5 -2.4
VBR Vanguard Small Cap Value ETF 4.3 7 53 9.3 +5.4
FAB First Trust Multi Cap Value AlphaDEX Fund 4.3 67 -7 10.3 +6.4
HOMZ Hoya Capital Housing ETF 4.3 30 30 9.9 +6.0
ARKQ ARK Autonomous Technology & Robotics ETF 4.3 75 -15 1.1 -2.9
ARKX ARK Space Exploration & Innovation ETF 4.3 75 -15 0.2 -3.7
ABLS Abacus FCF Small Cap Leaders ETF 4.2 59 1 5.1 +1.2
ALIL Argent Focused Small Cap ETF 4.2 74 -14 6.8 +2.8
AIRR First Trust RBA American Industrial Renaissance ETF 4.1 70 -10 4.9 +1.0
WCLD WisdomTree Cloud Computing Fund 4.1 45 15 1.7 -2.3
LST Leuthold Select Industries ETF 4.1 91 -31 5.3 +1.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 3.9 60 0 6.7 +2.8
FSGS First Trust SMID Growth Strength ETF 3.9 60 0 5.2 +1.3
PPA Invesco Aerospace & Defense ETF 3.9 58 2 2.4 -1.6
QMOM Alpha Architect U.S. Quantitative Momentum ETF 3.9 39 21 2.8 -1.1
FFTY Innovator IBD 50 ETF 3.9 80 -20 -2.5 -6.4
KCE SPDR S&P Capital Markets ETF 3.9 35 25 6.4 +2.5
SHLD Global X Defense Tech ETF 3.8 50 10 3.1 -0.8
GURU Global X Guru Index ETF 3.8 75 -15 3.1 -0.8
ARB AltShares Merger Arbitrage ETF 3.8 77 -17 4.0 +0.0
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 3.7 48 12 9.1 +5.1
SYLD Cambria Shareholder Yield ETF 3.7 59 1 12.9 +9.0
TMFX Motley Fool Next Index ETF 3.6 50 10 3.3 -0.6
PRN Invesco Dorsey Wright Industrials Momentum ETF 3.6 60 0 1.9 -2.0
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 3.6 60 0 7.2 +3.3
XMHQ Invesco S&P MidCap Quality ETF 3.6 25 35 6.8 +2.9
ITA iShares U.S. Aerospace & Defense ETF 3.5 40 20 1.8 -2.1
XHE SPDR S&P Health Care Equipment ETF 3.5 35 25 3.6 -0.4
MEDI Harbor Health Care ETF 3.5 80 -20 -1.8 -5.8
FCPI Fidelity Stocks for Inflation ETF 3.5 15 45 7.8 +3.9
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.4 35 25 5.5 +1.5
CALF Pacer US Small Cap Cash Cows 100 ETF 3.4 59 1 10.8 +6.8
OSCV Opus Small Cap Value ETF 3.4 79 -19 7.3 +3.4
BMED Future Health ETF 3.4 85 -25 0.3 -3.6
EATZ AdvisorShares Restaurant ETF 3.4 101 -41 8.2 +4.2
DTEC ALPS Disruptive Technologies ETF 3.4 50 10 3.7 -0.3
DGLO First Trust RBA Deglobalization ETF 3.3 70 -10 6.9 +2.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.3 7 53 5.9 +2.0
DXUV Dimensional US Vector Equity ETF 3.3 28 32 6.2 +2.3
PSCH Invesco S&P SmallCap Health Care ETF 3.3 29 31 4.0 +0.0
SFYX SoFi Next 500 ETF 3.2 0 60 6.1 +2.1
IJK iShares S&P Mid-Cap 400 Growth ETF 3.2 17 43 6.0 +2.1
OPTZ Optimize Strategy Index ETF 3.2 50 10 4.8 +0.9
LQPE PEO AlphaQuest Thematic PE ETF 3.1 125 -65 6.8 +2.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.1 10 50 6.1 +2.1
SIMS SPDR S&P Kensho Intelligent Structures ETF 3.1 45 15 4.7 +0.7
MDYG SPDR S&P 400 Mid Cap Growth ETF 3.1 15 45 6.0 +2.1
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 3.0 60 0 1.6 -2.4
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 3.0 60 0 6.7 +2.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.0 65 -5 1.9 -2.0
TRFM AAM Transformers ETF 3.0 49 11 1.2 -2.7
FDIS Fidelity MSCI Consumer Discretionary Index ETF 3.0 8 52 4.4 +0.5
IFRA iShares U.S. Infrastructure ETF 2.9 30 30 6.5 +2.5
FCLD Fidelity Cloud Computing ETF 2.9 39 21 3.3 -0.7
FFND Future Fund Active ETF 2.9 100 -40 3.8 -0.2
PEJ Invesco Leisure and Entertainment ETF 2.9 58 2 1.1 -2.9
PDP Invesco Dorsey Wright Momentum ETF 2.9 62 -2 2.0 -2.0
HLGE Hartford Longevity Economy ETF 2.9 44 16 6.2 +2.3
SNSR Global X Internet of Things ETF 2.8 68 -8 4.8 +0.9
IBBQ Invesco Nasdaq Biotechnology ETF 2.8 19 41 0.3 -3.6
RSMC Rockefeller U.S. Small-Mid Cap ETF 2.8 75 -15 4.6 +0.7
CNRG SPDR S&P Kensho Clean Power ETF 2.8 45 15 1.5 -2.5
XRT SPDR S&P Retail ETF 2.8 35 25 9.1 +5.2
MDY SPDR S&P Midcap 400 ETF Trust 2.8 24 36 7.2 +3.3
PFI Invesco Dorsey Wright Financial Momentum ETF 2.8 60 0 5.0 +1.1
IJH iShares Core S&P Mid-Cap ETF 2.7 5 55 7.4 +3.5
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 2.7 49 11 6.9 +3.0
FNK First Trust Mid Cap Value AlphaDEX Fund 2.7 70 -10 11.2 +7.3
BBC Virtus LifeSci Biotech Clinical Trials ETF 2.7 79 -19 0.0 -3.9
BEDZ AdvisorShares Hotel ETF 2.6 100 -40 7.6 +3.6
TCV Towle Value ETF 2.6 85 -25 11.7 +7.8
IVOO Vanguard S&P Mid-Cap 400 ETF 2.6 7 53 7.5 +3.5
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 2.6 3 57 7.4 +3.5
KBWR Invesco KBW Regional Banking ETF 2.6 35 25 10.4 +6.5
RWK Invesco S&P MidCap 400 Revenue ETF 2.6 39 21 10.0 +6.0
PBW Invesco WilderHill Clean Energy ETF 2.6 66 -6 -3.2 -7.1
XMMO Invesco S&P MidCap Momentum ETF 2.6 34 26 4.3 +0.3
STXM Strive Mid-Cap ETF 2.5 18 42 6.6 +2.6
VCR Vanguard Consumer Discretionary ETF 2.5 9 51 4.7 +0.8
PBE Invesco Biotechnology & Genome ETF 2.5 58 2 1.7 -2.3
IBB iShares Biotechnology ETF 2.5 45 15 -0.0 -4.0
FMED Fidelity Disruptive Medicine ETF 2.5 50 10 -0.7 -4.6
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.5 15 45 8.2 +4.3
BOTZ Global X Robotics & Artificial Intelligence ETF 2.4 69 -9 2.1 -1.9
XJH iShares ESG Screened S&P Mid-Cap ETF 2.4 12 48 7.4 +3.4
MADE iShares U.S. Manufacturing ETF 2.4 40 20 4.8 +0.9
GK AdvisorShares Gerber Kawasaki ETF 2.4 75 -15 2.6 -1.4
FXD First Trust Consumer Discretionary AlphaDEX Fund 2.4 61 -1 7.7 +3.8
WTAI WisdomTree Artificial Intelligence and Innovation Fund 2.4 45 15 2.4 -1.5
HEAL Global X HealthTech ETF 2.4 50 10 -0.6 -4.6
XMVM Invesco S&P MidCap Value with Momentum ETF 2.4 39 21 10.0 +6.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.3 15 45 7.5 +3.5
TXS Texas Capital Texas Equity Index ETF 2.3 49 11 6.0 +2.1
GRPM Invesco S&P MidCap 400 GARP ETF 2.3 35 25 8.0 +4.0
PSI Invesco Semiconductors ETF 2.3 57 3 3.3 -0.6
EBI Longview Advantage ETF 2.3 35 25 6.8 +2.8
ITB iShares U.S. Home Construction ETF 2.3 40 20 12.2 +8.3
IEZ iShares U.S. Oil Equipment & Services ETF 2.3 40 20 4.0 +0.1
PSCE Invesco S&P SmallCap Energy ETF 2.3 29 31 9.8 +5.9
XES SPDR S&P Oil & Gas Equipment & Services ETF 2.3 35 25 2.1 -1.9
IHF iShares U.S. Healthcare Providers ETF 2.2 40 20 8.1 +4.1
CVY Invesco Zacks Multi-Asset Income ETF 2.2 106 -46 12.0 +8.1
NVIR Horizon Kinetics Energy and Remediation ETF 2.2 85 -25 6.8 +2.8
WDNA WisdomTree BioRevolution Fund 2.2 45 15 -2.3 -6.3
IJJ iShares S&P Mid-Cap 400 Value ETF 2.2 18 42 8.9 +5.0
RFV Invesco S&P Midcap 400 Pure Value ETF 2.2 35 25 13.5 +9.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.2 25 35 5.6 +1.6
VRAI Virtus Real Asset Income ETF 2.2 55 5 10.9 +7.0
CSMD Congress SMid Growth ETF 2.2 69 -9 3.7 -0.2
SKYY First Trust Cloud Computing ETF 2.2 60 0 2.9 -1.1
CLOU Global X Cloud Computing ETF 2.2 68 -8 2.3 -1.6
KIE SPDR S&P Insurance ETF 2.2 35 25 7.1 +3.2
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 2.1 58 2 -1.9 -5.8
VOLT Tema Electrification ETF 2.1 75 -15 3.4 -0.5
VUSE Vident U.S. Equity Strategy ETF 2.1 50 10 4.4 +0.4
FTXH First Trust Nasdaq Pharmaceuticals ETF 2.1 60 0 8.8 +4.8
XMLV Invesco S&P MidCap Low Volatility ETF 2.1 25 35 7.4 +3.4
MDYV SPDR S&P 400 Mid Cap Value ETF 2.1 15 45 8.9 +5.0
COPY Tweedy, Browne Insider + Value ETF 2.1 80 -20 12.1 +8.1
PAVE Global X U.S. Infrastructure Development ETF 2.1 47 13 5.2 +1.2
SURE AdvisorShares Insiders Advantage ETF 2.1 90 -30 9.9 +5.9
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.1 10 50 9.0 +5.1
XHB SPDR S&P Homebuilders ETF 2.1 35 25 11.6 +7.6
OZEM Roundhill GLP-1 & Weight Loss ETF 2.0 59 1 3.7 -0.3
FLRG Fidelity U.S. Multifactor ETF 2.0 15 45 7.0 +3.1
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 2.0 65 -5 0.8 -3.1
AVSU Avantis Responsible U.S. Equity ETF 2.0 15 45 5.9 +2.0
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 2.0 75 -15 5.8 +1.9
FIDU Fidelity MSCI Industrial Index ETF 2.0 8 52 4.5 +0.5
FDMO Fidelity Momentum Factor ETF 2.0 15 45 3.6 -0.3
DEEP Roundhill Acquirers Deep Value ETF 2.0 80 -20 18.9 +15.0
IBRN iShares Neuroscience and Healthcare ETF 1.9 47 13 0.0 -3.9
GINN Goldman Sachs Innovate Equity ETF 1.9 52 8 3.6 -0.3
XPH SPDR S&P Pharmaceuticals ETF 1.9 35 25 1.6 -2.4
FIW First Trust Water ETF 1.9 53 7 4.9 +1.0
PHO Invesco Water Resources ETF 1.9 60 0 4.8 +0.9
NATO Themes Transatlantic Defense ETF 1.9 35 25 2.3 -1.7
TINY ProShares Nanotechnology ETF 1.9 58 2 3.2 -0.7
KBWY Invesco KBW Premium Yield Equity REIT ETF 1.9 35 25 7.5 +3.6
NURE Nuveen Short-Term REIT ETF 1.9 35 25 8.8 +4.9
RDOG ALPS REIT Dividend Dogs ETF 1.9 35 25 10.8 +6.8
MVPA Miller Value Partners Appreciation ETF 1.9 60 0 9.1 +5.2
BUZZ VanEck Social Sentiment ETF 1.9 75 -15 -1.0 -4.9
FPRO Fidelity Real Estate Investment ETF 1.8 59 1 6.8 +2.9
FPX First Trust US Equity Opportunities ETF 1.8 61 -1 1.0 -2.9
AFOS ARS Focused Opportunities Strategy ETF 1.8 45 15 3.1 -0.8
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.8 79 -19 6.2 +2.3
QABA First Trust NASDAQ ABA Community Bank Index Fund 1.8 60 0 9.7 +5.7
DFAC Dimensional U.S. Core Equity 2 ETF 1.8 17 43 5.6 +1.6
ARKK ARK Innovation ETF 1.8 75 -15 -2.5 -6.4
DAT ProShares Big Data Refiners ETF 1.7 58 2 2.5 -1.5
FTEC Fidelity MSCI Information Technology Index ETF 1.7 8 52 3.9 -0.1
FMKT The Free Markets ETF 1.6 76 -16 3.5 -0.4
VIS Vanguard Industrials ETF 1.6 9 51 4.6 +0.6
IHE iShares U.S. Pharmaceuticals ETF 1.6 40 20 7.2 +3.3
HELX Franklin Genomic Advancements ETF 1.6 50 10 -0.4 -4.3
RAYD Rayliant Quantitative Developed Market Equity ETF 1.6 80 -20 4.4 +0.5
PJP Invesco Pharmaceuticals ETF 1.6 57 3 8.3 +4.3
EIPX FT Energy Income Partners Strategy ETF 1.6 95 -35 8.4 +4.5
ZIG Acquirers Fund 1.6 84 -24 21.0 +17.1
IDNA iShares Genomics Immunology and Healthcare ETF 1.6 47 13 -2.3 -6.2
FDFF Fidelity Disruptive Finance ETF 1.6 50 10 4.6 +0.6
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.6 75 -15 7.8 +3.8
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.6 49 11 4.8 +0.9
HWAY Themes US Infrastructure ETF 1.6 29 31 6.1 +2.1
RDIV Invesco S&P Ultra Dividend Revenue ETF 1.5 39 21 11.8 +7.9
PPTY US Diversified Real Estate ETF 1.5 53 7 8.5 +4.6
CANC Tema Oncology ETF 1.5 75 -15 -2.7 -6.6
IRET iREIT - MarketVector Quality REIT Index ETF 1.5 60 0 7.3 +3.4
PKW Invesco Buyback Achievers ETF 1.5 62 -2 8.3 +4.4
UDI USCF Dividend Income Fund 1.5 65 -5 8.5 +4.5
HART IQ Healthy Hearts ETF 1.5 45 15 6.4 +2.4
TIME Clockwise Core Equity & Innovation ETF 1.5 95 -35 3.9 -0.1
LOUP Innovator Deepwater Frontier Tech ETF 1.5 70 -10 1.2 -2.8
LIVR Intelligent Livermore ETF 1.5 69 -9 3.4 -0.6
RIET Hoya Capital High Dividend Yield ETF 1.4 50 10 53.8 +49.9
DFUV Dimensional US Marketwide Value ETF 1.4 22 38 7.6 +3.7
FLDZ RiverNorth Patriot ETF 1.4 75 -15 6.5 +2.6
FINX Global X FinTech ETF 1.4 68 -8 2.9 -1.0
HAIL SPDR S&P Kensho Smart Mobility ETF 1.4 45 15 1.3 -2.6
DFNV Donoghue Forlines Innovation ETF 1.4 69 -9 4.3 +0.3
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 1.4 60 0 5.8 +1.8
FCOM Fidelity MSCI Communication Services Index ETF 1.4 8 52 4.8 +0.8
WBIY WBI Power Factor High Dividend ETF 1.4 100 -40 14.2 +10.2
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.3 25 35 12.7 +8.7
FDHT Fidelity Digital Health ETF 1.3 39 21 1.5 -2.5
DCOR Dimensional US Core Equity 1 ETF 1.3 14 46 5.4 +1.5
DEW WisdomTree Global High Dividend Fund 1.3 58 2 8.4 +4.5
FDWM Fidelity Women's Leadership ETF 1.3 59 1 4.9 +1.0
AVUS Avantis U.S. Equity ETF 1.3 15 45 5.8 +1.8
HKND Humankind US Stock ETF 1.3 11 49 7.3 +3.4
FVD First Trust Value Line Dividend Index Fund 1.3 65 -5 6.4 +2.4
OIH VanEck Oil Services ETF 1.3 35 25 3.6 -0.4
SAGP Strategas Global Policy Opportunities ETF 1.3 65 -5 5.5 +1.6
DON WisdomTree U.S. MidCap Dividend Fund 1.3 38 22 9.4 +5.5
VGT Vanguard Information Technology ETF 1.3 9 51 3.9 -0.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.2 29 31 6.5 +2.6
FMDE Fidelity Enhanced Mid Cap ETF 1.2 23 37 6.0 +2.1
HAPY Harbor Human Capital Factor Unconstrained ETF 1.2 50 10 5.8 +1.8
MGMT Ballast Small/Mid Cap ETF 1.2 110 -50 8.6 +4.7
FXH First Trust Health Care AlphaDEX Fund 1.2 62 -2 8.2 +4.2
RJMG FT Raymond James Multicap Growth Equity ETF 1.2 85 -25 3.0 -0.9
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 1.2 65 -5 4.5 +0.5
FMTM MarketDesk Focused U.S. Momentum ETF 1.2 45 15 3.0 -0.9
DFSU Dimensional US Sustainability Core 1 ETF 1.2 18 42 5.3 +1.4
PSCM Invesco S&P SmallCap Materials ETF 1.2 29 31 13.2 +9.3
JVAL JPMorgan U.S. Value Factor ETF 1.2 12 48 8.0 +4.1
ANEW ProShares MSCI Transformational Changes ETF 1.2 45 15 5.2 +1.3
PSCC Invesco S&P SmallCap Consumer Staples ETF 1.2 29 31 9.1 +5.1
SCHM Schwab U.S. Mid-Cap ETF 1.2 4 56 7.2 +3.3
UFO Procure Space ETF 1.2 75 -15 0.2 -3.7
FDCF Fidelity Disruptive Communications ETF 1.2 50 10 4.2 +0.2
EIPI FT Energy Income Partners Enhanced Income ETF 1.2 110 -50 7.2 +3.3
VOX Vanguard Communication Services ETF 1.2 9 51 4.9 +1.0
TMAT Main Thematic Innovation ETF 1.2 164 -104 -1.5 -5.4
SRHQ SRH U.S. Quality ETF 1.1 35 25 7.7 +3.7
ACES ALPS Clean Energy ETF 1.1 55 5 -2.5 -6.5
FRNW Fidelity Clean Energy ETF 1.1 39 21 2.1 -1.8
GSFP Goldman Sachs Future Planet Equity ETF 1.1 75 -15 4.2 +0.2
PSP Invesco Global Listed Private Equity ETF 1.1 106 -46 6.1 +2.1
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 1.1 79 -19 4.8 +0.9
BLLD JPMorgan Sustainable Infrastructure ETF 1.1 49 11 5.9 +2.0
LBO WHITEWOLF Publicly Listed Private Equity ETF 1.1 70 -10 9.8 +5.8
XTL SPDR S&P Telecom ETF 1.1 35 25 1.6 -2.4
TEMP JPMorgan Climate Change Solutions ETF 1.1 49 11 5.6 +1.7
PRAY FIS Christian Stock Fund 1.1 69 -9 5.2 +1.2
JETS U.S. Global Jets ETF 1.1 60 0 3.4 -0.6
VLU SPDR S&P 1500 Value Tilt ETF 1.1 12 48 7.5 +3.6
VFMV Vanguard U.S. Minimum Volatility ETF 1.1 13 47 5.9 +2.0
AIRL Themes Airlines ETF 1.1 35 25 3.2 -0.8
FNDB Schwab Fundamental US Broad Market Index ETF 1.1 25 35 7.5 +3.5
MILN Global X Millennial Consumer ETF 1.1 50 10 4.2 +0.3
BUL Pacer US Cash Cows Growth ETF 1.1 60 0 5.2 +1.3
TEXN iShares Texas Equity ETF 1.1 20 40 6.1 +2.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.1 4 56 6.1 +2.2
SIXG Defiance Connective Technologies ETF 1.1 30 30 3.9 -0.1
GLRY Inspire Faithward Mid Cap Momentum ETF 1.1 80 -20 6.2 +2.2
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 1.1 40 20 4.4 +0.4
SAMT Strategas Macro Thematic Opportunities ETF 1.1 65 -5 2.5 -1.4
AZTD Aztlan Global Stock Selection DM SMID ETF 1.1 75 -15 10.2 +6.3
ROBO ROBO Global Robotics & Automation Index ETF 1.1 95 -35 3.2 -0.8
TINT ProShares Smart Materials ETF 1.0 58 2 6.0 +2.0
FTXL First Trust Nasdaq Semiconductor ETF 1.0 60 0 4.5 +0.6
CCNR ALPS CoreCommodity Natural Resources ETF 1.0 39 21 9.4 +5.4
AIS VistaShares Artificial Intelligence Supercycle ETF 1.0 75 -15 2.4 -1.5
CCSO Carbon Collective Climate Solutions US Equity ETF 1.0 35 25 1.2 -2.7
FXL First Trust Technology AlphaDEX Fund 1.0 61 -1 5.8 +1.8
PXJ Invesco Oil & Gas Services ETF 1.0 63 -3 3.8 -0.2
FREL Fidelity MSCI Real Estate Index ETF 1.0 8 52 7.9 +3.9
FAN First Trust Global Wind Energy ETF 1.0 60 0 4.0 +0.0
CGV Conductor Global Equity Value ETF 1.0 130 -70 8.0 +4.1
GLCR GlacierShares Nasdaq Iceland ETF 1.0 95 -35 3.2 -0.8
IGV iShares Expanded Tech-Software Sector ETF 1.0 41 19 3.1 -0.9
AVUQ Avantis U.S. Quality ETF 1.0 15 45 4.4 +0.5
SMCF Themes US Small Cap Cash Flow Champions ETF 0.9 29 31 12.1 +8.1
HTEC ROBO Global Healthcare Technology and Innovation ETF 0.9 68 -8 2.3 -1.6
FFLC Fidelity Fundamental Large Cap Core ETF 0.9 38 22 4.5 +0.6
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 0.9 11 49 8.2 +4.3
SSPX Janus Henderson U.S. Sustainable Equity ETF 0.9 55 5 4.2 +0.3
THRO iShares U.S. Thematic Rotation Active ETF 0.9 90 -30 4.2 +0.3
EQAL Invesco Russell 1000 Equal Weight ETF 0.9 20 40 7.3 +3.3
XHS SPDR S&P Health Care Services ETF 0.9 35 25 4.2 +0.2
SMAP Amplify Small-Mid Cap Equity ETF 0.9 60 0 5.7 +1.7
FDM First Trust Dow Jones Select MicroCap Index Fund 0.9 60 0 8.6 +4.7
ISRA VanEck Israel ETF 0.9 59 1 6.8 +2.9
ITEQ BlueStar Israel Technology ETF 0.9 75 -15 1.6 -2.3
IZRL ARK Israel Innovative Technology ETF 0.9 49 11 1.5 -2.5
VNQ Vanguard Real Estate ETF 0.9 13 47 7.8 +3.8
EINC VanEck Energy Income ETF 0.9 48 12 6.0 +2.1
MLPX Global X MLP & Energy Infrastructure ETF 0.9 45 15 6.1 +2.1
PXI Invesco Dorsey Wright Energy Momentum ETF 0.9 60 0 6.8 +2.9
TPYP Tortoise North American Pipeline Fund 0.9 40 20 6.1 +2.2
USAI Pacer American Energy Independence ETF 0.9 75 -15 5.1 +1.1
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 0.9 59 1 4.7 +0.7
DHS WisdomTree U.S. High Dividend Fund 0.9 38 22 8.4 +4.4
ONEQ Fidelity Nasdaq Composite Index ETF 0.9 21 39 3.7 -0.2
TTAC FCF US Quality ETF 0.8 59 1 6.0 +2.0
EMLP First Trust North American Energy Infrastructure Fund 0.8 95 -35 6.0 +2.0
SMOT VanEck Morningstar SMID Moat ETF 0.8 49 11 7.0 +3.0
DRIV Global X Autonomous & Electric Vehicles ETF 0.8 68 -8 4.6 +0.6
WFH Direxion Work From Home ETF 0.8 45 15 3.7 -0.2
FELV Fidelity Enhanced Large Cap Value ETF 0.8 18 42 6.8 +2.9
FMAT Fidelity MSCI Materials Index ETF 0.8 8 52 6.6 +2.6
FSST Fidelity Sustainable U.S. Equity ETF 0.8 59 1 4.3 +0.3
ROUS Hartford Multifactor US Equity ETF 0.8 19 41 7.0 +3.1
USRT iShares Core U.S. REIT ETF 0.8 8 52 8.1 +4.2
PBD Invesco Global Clean Energy ETF 0.8 75 -15 0.8 -3.1
AQWA Global X Clean Water ETF 0.8 50 10 5.0 +1.1
CGW Invesco S&P Global Water Index ETF 0.8 57 3 4.7 +0.7
EBLU Ecofin Global Water ESG Fund 0.8 40 20 4.4 +0.5
TMFS Motley Fool Small-Cap Growth ETF 0.8 85 -25 3.2 -0.7
EFRA iShares Environmental Infrastructure and Industrials ETF 0.8 47 13 5.3 +1.4
RUNN Running Oak Efficient Growth ETF 0.8 58 2 5.2 +1.3
VDE Vanguard Energy ETF 0.8 9 51 9.2 +5.2
DFAU Dimensional US Core Equity Market ETF 0.8 12 48 5.0 +1.1
FNCL Fidelity MSCI Financials Index ETF 0.8 8 52 6.7 +2.8
FRI First Trust S&P REIT Index Fund 0.8 50 10 7.7 +3.8
VHT Vanguard Health Care ETF 0.8 9 51 5.8 +1.8
XT iShares Exponential Technologies ETF 0.8 46 14 4.6 +0.7
FPWR First Trust EIP Power Solutions ETF 0.8 96 -36 4.2 +0.3
FHLC Fidelity MSCI Health Care Index ETF 0.8 8 52 6.1 +2.1
FXO First Trust Financials AlphaDEX Fund 0.8 62 -2 8.5 +4.5
AVIE Avantis  Inflation Focused Equity ETF 0.7 25 35 7.4 +3.4
XSD SPDR S&P Semiconductor ETF 0.7 35 25 3.8 -0.1
VFH Vanguard Financials ETF 0.7 9 51 6.7 +2.8
DFNL Davis Select Financial ETF 0.7 63 -3 7.6 +3.7
BLCR iShares Large Cap Core Active ETF 0.7 36 24 3.5 -0.4
RVER Trenchless Fund ETF 0.7 65 -5 3.0 -0.9
ASLV Allspring Special Large Value ETF 0.7 35 25 6.7 +2.8
GQRE FlexShares Global Quality Real Estate Index Fund 0.7 45 15 8.1 +4.1
DFAR Dimensional US Real Estate ETF 0.7 19 41 8.4 +4.5
HDUS Hartford Disciplined US Equity ETF 0.7 19 41 5.7 +1.8
SMMD iShares Russell 2500 ETF 0.7 15 45 7.0 +3.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.7 3 57 4.9 +0.9
IBUY Amplify Online Retail ETF 0.7 65 -5 2.8 -1.2
MAGA Point Bridge America First ETF 0.7 72 -12 6.5 +2.5
IAK iShares U.S. Insurance ETF 0.7 40 20 7.5 +3.6
ONEO SPDR Russell 1000 Momentum Focus ETF 0.7 20 40 6.9 +3.0
DIV Global X SuperDividend US ETF 0.7 45 15 10.9 +7.0
EPU iShares MSCI Peru and Global Exposure ETF 0.7 59 1 5.9 +2.0
KOCG FIS Knights of Columbus Global Belief ETF 0.7 75 -15 4.8 +0.9
RWR SPDR Dow Jones REIT ETF 0.7 25 35 7.8 +3.9
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.7 58 2 4.3 +0.3
IWV iShares Russell 3000 ETF 0.7 20 40 4.7 +0.8
VTI Vanguard Total Stock Market ETF 0.7 3 57 4.9 +0.9
FENY Fidelity MSCI Energy Index ETF 0.7 8 52 9.3 +5.3
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 0.7 41 19 5.4 +1.5
IHAK iShares Cybersecurity & Tech ETF 0.7 47 13 4.4 +0.4
VAW Vanguard Materials ETF 0.7 9 51 6.6 +2.7
VTHR Vanguard Russell 3000 ETF 0.6 7 53 4.9 +0.9
ABFL Abacus FCF Leaders ETF 0.6 59 1 5.0 +1.0
SXQG ETC 6 Meridian Quality Growth ETF 0.6 100 -40 4.9 +1.0
LFSC F/m Emerald Life Sciences Innovation ETF 0.6 79 -19 0.0 -3.9
QGRO American Century U.S. Quality Growth ETF 0.6 29 31 3.7 -0.2
SCHB Schwab U.S. Broad Market ETF 0.6 3 57 5.0 +1.1
VDC Vanguard Consumer Staples ETF 0.6 9 51 6.2 +2.3
QDF FlexShares Quality Dividend Index Fund 0.6 37 23 6.4 +2.4
IEDI iShares U.S. Consumer Focused ETF 0.6 18 42 5.9 +1.9
DFUS Dimensional U.S. Equity ETF 0.6 9 51 4.8 +0.9
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 0.6 29 31 4.4 +0.5
QVAL Alpha Architect US Quantitative Value ETF 0.6 39 21 9.9 +5.9
XTN SPDR S&P Transportation ETF 0.6 35 25 4.5 +0.5
ITAN Sparkline Intangible Value ETF 0.6 50 10 6.6 +2.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.6 15 45 9.1 +5.2
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 0.6 8 52 6.2 +2.3
IWP iShares Russell Mid-Cap Growth ETF 0.6 23 37 3.3 -0.6
JAVA JPMorgan Active Value ETF 0.6 44 16 6.5 +2.5
IGPT Invesco AI and Next Gen Software ETF 0.6 60 0 4.2 +0.3
JSTC Adasina Social Justice All Cap Global ETF 0.6 89 -29 5.1 +1.1
FTXO First Trust Nasdaq Bank ETF 0.6 60 0 8.9 +4.9
FELC Fidelity Enhanced Large Cap Core ETF 0.6 18 42 5.3 +1.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.6 24 36 8.4 +4.4
AVRE Avantis Real Estate ETF 0.6 17 43 7.4 +3.4
PRF Invesco FTSE RAFI US 1000 ETF 0.5 39 21 6.8 +2.9
FTXN First Trust Nasdaq Oil & Gas ETF 0.5 60 0 12.5 +8.6
RCGE RockCreek Global Equality ETF 0.5 95 -35 6.8 +2.8
REET iShares Global REIT ETF 0.5 14 46 7.6 +3.7
ESGV Vanguard ESG U.S. Stock ETF 0.5 9 51 4.8 +0.8
IWR iShares Russell Midcap ETF 0.5 19 41 6.3 +2.4
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.5 3 57 5.1 +1.1
PEY Invesco High Yield Equity Dividend Achievers ETF 0.5 52 8 10.4 +6.5
CGDG Capital Group Dividend Growers ETF 0.5 47 13 6.1 +2.2
SCHH Schwab U.S. REIT ETF 0.5 7 53 8.4 +4.5
PTL Inspire 500 ETF 0.5 9 51 5.4 +1.5
DFGR Dimensional Global Real Estate ETF 0.5 22 38 7.8 +3.9
IWS iShares Russell Mid-Cap Value ETF 0.5 23 37 7.3 +3.4
ZAP Global X U.S. Electrification ETF 0.5 50 10 3.7 -0.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.5 30 30 8.3 +4.4
CARZ First Trust NASDAQ Global Auto Index Fund 0.5 70 -10 4.2 +0.2
QTUM Defiance Quantum ETF 0.5 40 20 5.2 +1.2
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 0.5 61 -1 7.2 +3.3
AWAY ETFMG Travel Tech ETF 0.5 76 -16 -0.1 -4.0
JQUA JPMorgan U.S. Quality Factor ETF 0.5 12 48 6.0 +2.0
AIQ Global X Artificial Intelligence & Technology ETF 0.5 68 -8 3.5 -0.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.5 12 48 4.0 +0.0
DTD WisdomTree U.S. Total Dividend Fund 0.5 28 32 6.4 +2.5
ROKT SPDR S&P Kensho Final Frontiers ETF 0.5 45 15 1.9 -2.1
NBCC Neuberger Berman Next Generation Connected Consumer ETF 0.5 56 4 2.8 -1.2
BULD Pacer BlueStar Engineering the Future ETF 0.5 60 0 0.4 -3.5
IGE iShares North American Natural Resources ETF 0.5 41 19 7.7 +3.8
NDIV Amplify Natural Resources Dividend Income ETF 0.5 59 1 12.8 +8.8
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.5 15 45 6.2 +2.3
AGNG Global X Aging Population ETF 0.5 50 10 4.8 +0.9
BYRE Principal Real Estate Active Opportunities ETF 0.5 65 -5 6.9 +2.9
RWO SPDR Dow Jones Global Real Estate ETF 0.4 50 10 7.1 +3.1
WOOD iShares Global Timber & Forestry ETF 0.4 42 18 13.3 +9.3
DEUS Xtrackers Russell US Multifactor ETF 0.4 17 43 7.0 +3.0
VGSR Vert Global Sustainable Real Estate ETF 0.4 47 13 7.6 +3.7
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.4 39 21 -1.2 -5.2
IDRV iShares Self-driving EV & Tech ETF 0.4 47 13 1.3 -2.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.4 15 45 7.9 +4.0
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.4 40 20 3.9 -0.1
IYT iShares US Transportation ETF 0.4 40 20 5.4 +1.4
ERET iShares Environmentally Aware Real Estate ETF 0.4 30 30 7.3 +3.4
FDIG Fidelity Crypto Industry and Digital Payments ETF 0.4 39 21 -0.8 -4.7
IUS Invesco RAFI Strategic US ETF 0.4 19 41 6.9 +2.9
IGM iShares Expanded Tech Sector ETF 0.4 41 19 3.7 -0.2
IHI iShares U.S. Medical Devices ETF 0.4 40 20 4.1 +0.2
NANR SPDR S&P North American Natural Resources ETF 0.4 35 25 8.3 +4.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.4 9 51 5.5 +1.6
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.4 20 40 8.3 +4.4
GQQQ Astoria US Quality Growth Kings ETF 0.4 35 25 4.7 +0.7
TOGA Tremblant Global ETF 0.4 69 -9 2.3 -1.6
SDY SPDR S&P Dividend ETF 0.4 35 25 7.0 +3.0
SCHD Schwab US Dividend Equity ETF 0.4 6 54 10.3 +6.3
VYM Vanguard High Dividend Yield Index ETF 0.4 6 54 7.2 +3.2
CUT Invesco MSCI Global Timber ETF 0.4 61 -1 11.2 +7.3
SLX VanEck Steel ETF 0.4 56 4 14.1 +10.1
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 0.4 39 21 4.0 +0.1
FLQL Franklin LibertyQ U.S. Equity ETF 0.4 15 45 5.4 +1.5
FBCG Fidelity Blue Chip Growth ETF 0.3 59 1 2.9 -1.1
PKB Invesco Building & Construction ETF 0.3 62 -2 4.3 +0.3
WTV WisdomTree US Value Fund of Benef Interest 0.3 12 48 9.1 +5.2
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.3 27 33 7.4 +3.5
VT Vanguard Total World Stock ETF 0.3 6 54 5.7 +1.8
AVMC Avantis U.S. Mid Cap Equity ETF 0.3 18 42 7.0 +3.1
TDV ProShares S&P Technology Dividend Aristocrats ETF 0.3 45 15 5.9 +1.9
FNDX Schwab Fundamental US Large Co. Index ETF 0.3 25 35 7.3 +3.4
IYG iShares US Financial Services ETF 0.3 40 20 5.5 +1.6
FTRI First Trust Indxx Global Natural Resources Income ETF 0.3 70 -10 7.9 +4.0
CLNR IQ Cleaner Transport ETF 0.3 45 15 5.0 +1.1
IYF iShares U.S. Financials ETF 0.3 40 20 6.1 +2.2
CZA Invesco Zacks Mid-Cap ETF 0.3 72 -12 7.5 +3.6
EBIZ Global X E-Commerce ETF 0.3 50 10 4.1 +0.2
RITA ETFB Green SRI REITs ETF 0.3 50 10 5.8 +1.9
IYC iShares U.S. Consumer Discretionary ETF 0.3 40 20 4.0 +0.1
FVAL Fidelity Value Factor ETF 0.3 15 45 6.9 +2.9
FUTY Fidelity MSCI Utilities Index ETF 0.3 8 52 5.1 +1.2
VALQ American Century U.S. Quality Value ETF 0.3 29 31 8.0 +4.1
AVMV Avantis U.S. Mid Cap Value ETF 0.3 20 40 9.2 +5.2
CVAR Cultivar ETF 0.3 87 -27 7.2 +3.2
STXV Strive 1000 Value ETF 0.3 18 42 8.3 +4.4
GOP Unusual Whales Subversive Republican Trading ETF 0.3 50 10 5.5 +1.5
ARKW ARK Next Generation Internet ETF 0.3 87 -27 0.7 -3.3
VPU Vanguard Utilities ETF 0.3 9 51 5.1 +1.1
XDAT Franklin Exponential Data ETF 0.3 50 10 2.3 -1.6
ONEY SPDR Russell 1000 Yield Focus ETF 0.2 20 40 10.4 +6.5
JHMM John Hancock Multifactor Mid Cap ETF 0.2 42 18 6.4 +2.5
ARKG ARK Genomic Revolution ETF 0.2 75 -15 0.0 -3.9
LRNZ TrueShares Technology, AI & Deep Learning ETF 0.2 69 -9 -0.8 -4.7
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 0.2 5 55 8.2 +4.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.2 52 8 5.8 +1.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.2 58 2 5.7 +1.7
SCHK Schwab 1000 Index ETF 0.2 5 55 5.0 +1.0
LCLG Logan Capital Broad Innovative Growth ETF 0.2 99 -39 4.1 +0.1
FDL First Trust Morningstar Dividend Leaders Index Fund 0.2 45 15 11.1 +7.1
GVUS Marketbeta Russell 1000 Value Equity ETF 0.2 12 48 6.6 +2.7
APUE ActivePassive U.S. Equity ETF 0.2 45 15 4.7 +0.8
IYH iShares U.S. Healthcare ETF 0.2 40 20 6.6 +2.6
PNQI Invesco NASDAQ Internet ETF 0.2 60 0 3.6 -0.4
FDN First Trust Dow Jones Internet Index Fund 0.2 52 8 3.3 -0.6
FDND FT Vest Dow Jones Internet & Target Income ETF 0.2 75 -15 3.1 -0.8
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 45 8.0 +4.0
JMOM JPMorgan U.S. Momentum Factor ETF 0.2 12 48 4.6 +0.6
SIZE iShares MSCI USA Size Factor ETF 0.2 15 45 6.2 +2.2
CCMG CCM Global Equity ETF 0.2 34 26 8.3 +4.3
IYJ iShares U.S. Industrials ETF 0.2 40 20 4.8 +0.8
EUSA iShares MSCI USA Equal Weighted ETF 0.2 9 51 6.4 +2.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.2 18 42 7.9 +4.0
ACVF American Conservative Values ETF 0.2 75 -15 4.3 +0.4
IWD iShares Russell 1000 Value ETF 0.2 19 41 6.5 +2.6
IUSG iShares Core S&P U.S. Growth ETF 0.2 4 56 4.2 +0.2
TRFK Pacer Data and Digital Revolution ETF 0.2 60 0 2.8 -1.2
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.2 50 10 5.5 +1.6
SOCL Global X Social Media ETF 0.2 65 -5 10.9 +6.9
XME SPDR S&P Metals & Mining ETF 0.2 35 25 7.2 +3.2
CCFE Concourse Capital Focused Equity ETF 0.2 95 -35 3.5 -0.5
VEGN US Vegan Climate ETF 0.1 60 0 4.5 +0.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.1 15 45 4.9 +0.9
PAWZ ProShares Pet Care ETF 0.1 50 10 3.8 -0.2
DIVB iShares Core Dividend ETF 0.1 5 55 8.4 +4.5
DGRW WisdomTree US Quality Dividend Growth Fund 0.1 28 32 5.6 +1.7
VONV Vanguard Russell 1000 Value ETF 0.1 7 53 6.7 +2.7
IUSV iShares Core S&P US Value ETF 0.1 4 56 6.5 +2.5
STXG Strive 1000 Growth ETF 0.1 18 42 3.8 -0.1
VOT Vanguard Mid-Cap Growth ETF 0.1 7 53 3.5 -0.5
ERTH Invesco MSCI Sustainable Future ETF 0.1 62 -2 3.3 -0.6
IYY iShares Dow Jones U.S. ETF 0.1 20 40 4.8 +0.8
IWB iShares Russell 1000 ETF 0.1 15 45 4.8 +0.9
DAK Dakota Active Equity ETF 0.1 43 17 4.5 +0.5
GGME Invesco Next Gen Media and Gaming ETF 0.1 60 0 4.6 +0.7
SHPP Pacer Industrials and Logistics ETF 0.1 60 0 8.2 +4.3
DGRO iShares Core Dividend Growth ETF 0.1 8 52 6.7 +2.7
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 56 6.8 +2.9
CFA VictoryShares US 500 Volatility Wtd ETF 0.1 35 25 6.1 +2.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.1 40 20 6.1 +2.1
VIG Vanguard Dividend Appreciation ETF 0.1 5 55 5.6 +1.7
PFM Invesco Dividend Achievers ETF 0.1 53 7 5.4 +1.4
MAKX ProShares S&P Kensho Smart Factories ETF 0.1 58 2 -0.4 -4.3
PRNT 3D Printing ETF 0.1 66 -6 1.9 -2.1
VERS ProShares Metaverse ETF 0.1 58 2 0.1 -3.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 49 4.9 +0.9
HDV iShares Core High Dividend ETF 0.1 8 52 7.3 +3.4
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.1 50 10 4.4 +0.5
VONE Vanguard Russell 1000 ETF 0.1 7 53 4.9 +1.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.1 14 46 4.9 +1.0
WISE Themes Generative Artificial Intelligence ETF 0.1 35 25 -0.4 -4.4
FELG Fidelity Enhanced Large Cap Growth ETF 0.1 18 42 4.7 +0.8
LRGF iShares U.S. Equity Factor ETF 0.1 8 52 5.4 +1.5
DSI iShares MSCI KLD 400 Social ETF 0.1 25 35 4.8 +0.9
USXF iShares ESG Advanced MSCI USA ETF 0.1 10 50 4.8 +0.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.1 29 31 4.7 +0.7
REVS Columbia Research Enhanced Value ETF 0.1 19 41 7.9 +3.9
AUSF Global X Adaptive U.S. Factor ETF 0.1 27 33 9.3 +5.3
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.1 33 27 9.2 +5.2
IWF iShares Russell 1000 Growth ETF 0.1 19 41 4.2 +0.3
VONG Vanguard Russell 1000 Growth ETF 0.1 7 53 4.4 +0.4
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 11 7.0 +3.0
PICK iShares MSCI Global Metals & Mining Producers ETF 0.1 39 21 11.1 +7.2
GWX SPDR S&P International Small Cap ETF 0.1 40 20 6.8 +2.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 40 5.0 +1.1
VO Vanguard Mid-Cap ETF 0.0 4 56 6.0 +2.1
SCHX Schwab U.S. Large-Cap ETF 0.0 3 57 4.9 +1.0
PRXG Praxis Impact Large Cap Growth ETF 0.0 36 24 3.7 -0.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.0 15 45 4.6 +0.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.0 19 41 6.4 +2.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.0 10 50 5.2 +1.3
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.0 12 48 4.6 +0.7
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.0 35 25 6.2 +2.3
RAFE PIMCO RAFI ESG U.S. ETF 0.0 29 31 7.0 +3.1
RECS Columbia Research Enhanced Core ETF 0.0 15 45 5.8 +1.9
IYW iShares U.S. Technology ETF 0.0 40 20 3.8 -0.1
PBUS Invesco MSCI USA ETF 0.0 4 56 4.9 +0.9
INRO iShares U.S. Industry Rotation Active ETF 0.0 42 18 4.4 +0.5
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 57 6.7 +2.8
TOK iShares MSCI Kokusai ETF 0.0 26 34 5.0 +1.0
FNDC Schwab Fundamental International Small Co. Index ETF 0.0 39 21 5.8 +1.9
URTH iShares MSCI World ETF 0.0 24 36 5.0 +1.1
VTV Vanguard Value ETF 0.0 4 56 6.9 +3.0
RAUS RACWI US ETF 0.0 15 45 4.8 +0.9
BKLC BNY Mellon US Large Cap Core Equity ETF 0.0 0 60 4.9 +1.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.0 7 53 4.8 +0.9
HAPI Harbor Human Capital Factor US Large Cap ETF 0.0 36 24 4.9 +1.0
GXLC Global X U.S. 500 ETF 0.0 2 58 4.9 +0.9
VV Vanguard Large-Cap ETF 0.0 4 56 4.8 +0.9
STRV Strive 500 ETF 0.0 5 55 4.8 +0.8
JHML John Hancock Multifactor Large Cap ETF 0.0 29 31 5.4 +1.4

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:		 Harbor Human Capital Factor US Small Cap 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 9.1 %
Divided by: Fwd. P/BV 2.0 x
Less: Expense ratio 60 bp
Equals: ALTAR Score 3.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.60 CATEGORY
AVERAGE		 1.58
 
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.