Global X HealthTech ETF
ALTAR
Score™		 -1.6% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 511.8x P/Sales
ratio		 1.9x
P/BV
ratio		 4.9x Div.
yield		 -0.4%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The Global X HealthTech ETF invests in companies transforming healthcare through cutting-edge technology.

FUND BASICS
Category Global Equities
Fund Sponsor Global X
Website www.globalxetfs.com
Inception date Jul 28, 2020
Assets (mns) $49
Currency USD
Expense ratio 50 bp
Distributions

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 40
Wgt avg mkt cap (mns) $20,041
Large cap (>$10bn) 47.8%
Mid cap ($2-10bn) 31.8%
Small cap (<$2bn) 20.4%
Developed mkts 96.1%
Emerging mkts 4.0%

TOP TEN HOLDINGS
DEXCOM INC 4.6 %
GE HEALTHCARE TECHNOLOGIES INC. 4.6 %
TRANSMEDICS GROUP, INC. 4.5 %
IQVIA HOLDINGS INC 4.2 %
TEMPUS AI INC 4.2 %
INTUITIVE SURGICAL INC 4.0 %
IRHYTHM TECHNOLOGIES, INC. 4.0 %
RESMED INC 4.0 %
PRO MEDICUS LIMITED 3.9 %
MASIMO CORPORATION 3.9 %
Total 41.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 83.6 %
AUSTRALIA 3.9 %
HONG KONG 3.8 %
NETHERLANDS 3.8 %
DENMARK 2.6 %
BRITAIN 1.3 %
CANADA 0.6 %
SWEDEN 0.5 %



HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru November 30)
Year-to-date 1 year 5 years 10 years Since Incep.
7.8% 1.1% -10.5% -- -7.0%

Market Correlations
versus... Beta R-squared
S&P500 1.48 62%
MSCI EAFE 1.07 36%
MSCI Emg. Mkts. 0.98 29%

Technical Indicators
Recent close $30.71
30d moving avg. $31.09
Annualized volatility 24.0%
Short interest (ETF) 1.3%
Relative strength (RSI) 49

Liquidity measures
Avg. volume (thou.) 6
Turnover 0.4%
Bid/Ask (% of price) 3.20%
ADV underlying (mns) $1,546

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 709 potential alternatives to the Global X HealthTech ETF ETF based on the alternatives' overlap in portfolio holdings with HEAL. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: HEAL Expense: 50 bp ALTAR Score™: -1.6%


ALTERNATIVE ETFs BASED ON OVERLAP WITH HEAL
Ticker Fund
Name		 Overlap1
vs HEAL
(%)		 Expense
ratio
(bp)		 Savings
vs HEAL
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs HEAL
(%)
FDHT Fidelity Digital Health ETF 53.6 39 11 1.5 +3.1
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 40.0 65 -15 0.8 +2.4
FMED Fidelity Disruptive Medicine ETF 27.5 50 0 -0.6 +1.0
XHE State Street SPDR S&P Health Care Equipment ETF 21.8 35 15 3.2 +4.8
IHI iShares U.S. Medical Devices ETF 21.0 40 10 4.1 +5.7
HTEC ROBO Global Healthcare Technology and Innovation ETF 17.2 68 -18 1.9 +3.5
MDEV First Trust Indxx Medical Devices ETF 15.7 70 -20 4.7 +6.3
MEDI Harbor Health Care ETF 13.8 80 -30 -1.5 +0.2
GDOC Goldman Sachs Future Health Care Equity ETF 12.4 75 -25 2.7 +4.3
PTH Invesco Dorsey Wright Healthcare Momentum ETF 11.7 60 -10 -1.0 +0.6
PINK Simplify Health Care ETF 10.4 50 0 0.8 +2.4
RSPH Invesco S&P 500 Equal Weight Health Care ETF 9.5 40 10 7.4 +9.1
BMED Future Health ETF 9.3 85 -35 0.3 +1.9
PSCH Invesco S&P SmallCap Health Care ETF 8.5 29 21 3.6 +5.2
XHS State Street SPDR S&P Health Care Services ETF 8.4 35 15 3.9 +5.5
MID American Century Mid Cap Growth Impact ETF 8.2 45 5 3.5 +5.1
IHF iShares U.S. Healthcare Providers ETF 7.7 40 10 8.0 +9.6
FXH First Trust Health Care AlphaDEX Fund 7.6 62 -12 7.9 +9.5
BIBL Inspire 100 ETF 7.3 35 15 5.1 +6.7
IYH iShares U.S. Healthcare ETF 7.2 40 10 6.3 +7.9
VHT Vanguard Health Care ETF 7.1 9 41 5.5 +7.2
FHLC Fidelity MSCI Health Care Index ETF 6.9 8 42 5.8 +7.4
XLV The Health Care Select Sector SPDR Fund 6.6 8 42 7.1 +8.7
NUMG Nuveen ESG Mid-Cap Growth ETF 6.5 31 19 2.6 +4.2
USRD Themes US R&D Champions ETF 6.1 29 21 4.6 +6.3
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.0 60 -10 5.0 +6.6
DTEC ALPS Disruptive Technologies ETF 5.8 50 0 3.6 +5.3
BBH VanEck Biotech ETF 5.7 35 15 4.9 +6.5
HAPY Harbor Human Capital Factor Unconstrained ETF 5.7 50 0 5.9 +7.5
HYP Golden Eagle Dynamic Hypergrowth ETF 5.6 85 -35 -1.2 +0.5
BOTZ Global X Robotics & Artificial Intelligence ETF 5.4 69 -19 2.0 +3.6
QGRO American Century U.S. Quality Growth ETF 5.2 29 21 3.8 +5.4
JDOC JPMorgan Healthcare Leaders ETF 5.1 65 -15 3.8 +5.4
SXQG ETC 6 Meridian Quality Growth ETF 5.1 100 -50 4.9 +6.5
IQM Franklin Intelligent Machines ETF 5.1 50 0 1.9 +3.6
IXJ iShares Global Healthcare ETF 5.1 42 8 6.7 +8.3
HRTS Tema Heart & Health ETF 5.1 75 -25 2.3 +3.9
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.0 60 -10 4.2 +5.8
RFG Invesco S&P Midcap 400 Pure Growth ETF 5.0 35 15 5.3 +6.9
AIEQ AI Powered Equity ETF 4.9 75 -25 4.7 +6.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 4.9 65 -15 1.9 +3.5
ARKG ARK Genomic Revolution ETF 4.8 75 -25 0.0 +1.6
CSD Invesco S&P Spin-Off ETF 4.6 65 -15 3.8 +5.4
LFSC F/m Emerald Life Sciences Innovation ETF 4.5 79 -29 0.0 +1.6
AGIQ Sofi Agentic AI ETF 4.4 69 -19 1.7 +3.4
SNSR Global X Internet of Things ETF 4.4 68 -18 4.6 +6.2
DIVE Dana Concentrated Dividend ETF 4.2 65 -15 7.7 +9.3
TMFM Motley Fool Mid-Cap Growth ETF 4.1 85 -35 2.9 +4.5
HELX Franklin Genomic Advancements ETF 4.1 50 0 -0.4 +1.3
NBDS Neuberger Berman Disrupters ETF 4.0 55 -5 0.8 +2.4
IGPT Invesco AI and Next Gen Software ETF 4.0 60 -10 4.3 +5.9
AGNG Global X Aging Population ETF 4.0 50 0 4.6 +6.2
BUL Pacer US Cash Cows Growth ETF 4.0 60 -10 5.0 +6.6
XITK State Street SPDR FactSet Innovative Technology ETF 4.0 45 5 0.9 +2.5
FTGS First Trust Growth Strength ETF 3.9 60 -10 4.5 +6.1
CZA Invesco Zacks Mid-Cap ETF 3.9 72 -22 7.4 +9.0
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 3.8 60 -10 10.7 +12.4
AIVI WisdomTree International AI Enhanced Value Fund 3.8 58 -8 6.6 +8.2
ANEW ProShares MSCI Transformational Changes ETF 3.7 45 5 5.3 +6.9
RJMG FT Raymond James Multicap Growth Equity ETF 3.7 85 -35 3.0 +4.6
XMMO Invesco S&P MidCap Momentum ETF 3.7 34 16 4.2 +5.8
RUNN Running Oak Efficient Growth ETF 3.6 58 -8 5.1 +6.7
IBB iShares Biotechnology ETF 3.6 45 5 -0.3 +1.4
THNR Amplify Weight Loss Drug & Treatment ETF 3.5 59 -9 7.0 +8.7
BELT iShares Long-Term U.S. Equity Active ETF 3.5 75 -25 2.9 +4.6
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 3.4 75 -25 5.2 +6.8
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 3.4 60 -10 4.6 +6.2
SMOT VanEck Morningstar SMID Moat ETF 3.4 49 1 6.6 +8.2
IWP iShares Russell Mid-Cap Growth ETF 3.4 23 27 3.2 +4.9
GRPM Invesco S&P MidCap 400 GARP ETF 3.3 35 15 7.7 +9.3
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 3.3 20 30 3.0 +4.6
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.3 58 -8 4.4 +6.0
PSC Principal U.S. Small-Cap ETF 3.3 38 12 6.7 +8.3
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.3 39 11 3.9 +5.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 3.2 15 35 4.1 +5.7
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.2 65 -15 4.9 +6.5
PRAY FIS Christian Stock Fund 3.1 69 -19 5.1 +6.7
LOUP Innovator Deepwater Frontier Tech ETF 3.1 70 -20 1.0 +2.6
RVER Trenchless Fund ETF 3.0 65 -15 2.9 +4.5
SPIT F/m Emerald Special Situations ETF 3.0 105 -55 -0.9 +0.7
XMHQ Invesco S&P MidCap Quality ETF 2.9 25 25 6.8 +8.4
VOT Vanguard Mid-Cap Growth ETF 2.9 7 43 3.5 +5.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.9 50 0 4.0 +5.7
FFTY Innovator IBD 50 ETF 2.9 80 -30 -1.9 -0.3
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 2.9 35 15 4.1 +5.7
SAMT Strategas Macro Thematic Opportunities ETF 2.9 65 -15 2.6 +4.2
PTL Inspire 500 ETF 2.8 9 41 5.2 +6.8
MVAL VanEck Morningstar Wide Moat Value ETF 2.8 49 1 6.9 +8.5
FDMO Fidelity Momentum Factor ETF 2.8 15 35 3.6 +5.2
EBIZ Global X E-Commerce ETF 2.8 50 0 4.1 +5.7
RND First Trust Bloomberg R&D Leaders ETF 2.8 60 -10 3.1 +4.7
FFOG Franklin Focused Growth ETF 2.8 61 -11 2.5 +4.1
GGRW Gabelli Growth Innovators ETF 2.7 90 -40 2.4 +4.1
ABEQ Absolute Select Value ETF 2.7 85 -35 4.7 +6.3
JOET Virtus Terranova US Quality Momentum ETF 2.7 29 21 4.8 +6.4
ABLS Abacus FCF Small Cap Leaders ETF 2.7 59 -9 5.1 +6.7
CSMD Congress SMid Growth ETF 2.7 69 -19 3.9 +5.6
CAML Congress Large Cap Growth ETF 2.7 66 -16 3.3 +4.9
IWFG IQ Winslow Focused Large Cap Growth ETF 2.6 65 -15 3.2 +4.8
KWEB KraneShares CSI China Internet ETF 2.6 69 -19 26.6 +28.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.6 9 41 3.8 +5.4
MOAT VanEck Morningstar Wide Moat ETF 2.6 46 4 6.1 +7.7
IMCG iShares Morningstar Mid-Cap Growth ETF 2.6 6 44 4.2 +5.8
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.6 49 1 4.8 +6.4
GINN Goldman Sachs Innovate Equity ETF 2.5 52 -2 3.6 +5.2
ROBO ROBO Global Robotics & Automation Index ETF 2.5 95 -45 3.0 +4.6
MOTI VanEck Morningstar International Moat ETF 2.5 58 -8 10.5 +12.1
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.5 40 10 3.7 +5.3
IWO iShares Russell 2000 Growth ETF 2.5 24 26 0.8 +2.4
AGRW Allspring LT Large Growth ETF 2.5 35 15 3.6 +5.2
FDLS Inspire Fidelis Multi Factor ETF 2.5 76 -26 4.7 +6.3
VTWG Vanguard Russell 2000 Growth ETF 2.5 10 40 0.9 +2.5
SFLO VictoryShares Small Cap Free Cash Flow ETF 2.5 49 1 11.1 +12.7
BUZZ VanEck Social Sentiment ETF 2.5 75 -25 -0.8 +0.8
WTAI WisdomTree Artificial Intelligence and Innovation Fund 2.4 45 5 2.5 +4.1
EWN iShares MSCI Netherlands ETF 2.4 50 0 5.3 +6.9
FPX First Trust US Equity Opportunities ETF 2.4 61 -11 0.9 +2.5
RPG Invesco S&P 500 Pure Growth ETF 2.4 35 15 3.4 +5.0
HAPS Harbor Human Capital Factor US Small Cap ETF 2.4 60 -10 3.7 +5.3
AVMC Avantis U.S. Mid Cap Equity ETF 2.3 18 32 6.7 +8.3
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.3 49 1 4.1 +5.7
CGDV Capital Group Dividend Value ETF 2.3 33 17 4.6 +6.2
CGGR Capital Group Growth ETF 2.3 39 11 3.4 +5.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.2 30 20 6.6 +8.2
FBOT Fidelity Disruptive Automation ETF 2.2 50 0 3.3 +4.9
BKWO BNY Mellon Women's Opportunities ETF 2.2 50 0 3.9 +5.5
LGRO Level Four Large Cap Growth Active ETF 2.2 55 -5 4.1 +5.7
VBK Vanguard Small-Cap Growth ETF 2.2 7 43 1.7 +3.3
FYC First Trust Small Cap Growth AlphaDEX Fund 2.2 71 -21 -1.4 +0.2
HKND Humankind US Stock ETF 2.2 11 39 7.1 +8.7
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 2.1 49 1 6.9 +8.5
DFNV Donoghue Forlines Innovation ETF 2.1 69 -19 4.5 +6.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.1 70 -20 2.1 +3.7
POWA Invesco Bloomberg Pricing Power ETF 2.1 40 10 5.9 +7.5
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.1 52 -2 5.7 +7.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.1 58 -8 5.7 +7.3
IBUY Amplify Online Retail ETF 2.1 65 -15 1.7 +3.3
TMFG Motley Fool Global Opportunities ETF 2.1 85 -35 4.0 +5.6
FDG American Century Focused Dynamic Growth ETF 2.1 45 5 2.1 +3.7
TMFX Motley Fool Next Index ETF 2.1 50 0 3.0 +4.6
PDP Invesco Dorsey Wright Momentum ETF 2.1 62 -12 1.9 +3.5
MOTG VanEck Morningstar Global Wide Moat ETF 2.1 52 -2 8.8 +10.4
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.0 35 15 3.6 +5.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.0 95 -45 -0.4 +1.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.0 64 -14 1.1 +2.8
VO Vanguard Mid-Cap ETF 2.0 4 46 5.9 +7.5
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.0 65 -15 3.8 +5.4
JSTC Adasina Social Justice All Cap Global ETF 2.0 89 -39 4.8 +6.4
WCLD WisdomTree Cloud Computing Fund 1.9 45 5 1.7 +3.3
MCDS JPMorgan Fundamental Data Science Mid Core ETF 1.9 35 15 5.6 +7.3
FTCS First Trust Capital Strength ETF 1.9 55 -5 5.9 +7.5
QGRW WisdomTree U.S. Quality Growth Fund 1.9 28 22 4.3 +5.9
VFMO Vanguard U.S. Momentum Factor ETF 1.9 13 37 2.9 +4.5
FTC First Trust Large Cap Growth AlphaDEX Fund 1.9 59 -9 2.0 +3.6
LRGE ClearBridge Large Cap Growth ESG ETF 1.9 59 -9 4.3 +5.9
BKSE BNY Mellon US Small Cap Core Equity ETF 1.9 4 46 5.6 +7.3
FLDZ RiverNorth Patriot ETF 1.8 75 -25 6.2 +7.8
IJT iShares S&P Small-Cap 600 Growth ETF 1.8 18 32 5.2 +6.9
NUSC Nuveen ESG Small-Cap ETF 1.8 31 19 5.0 +6.6
RGEF Rockefeller Global Equity ETF 1.8 55 -5 4.6 +6.2
ISHP First Trust Nasdaq Retail ETF 1.8 60 -10 5.6 +7.2
GQQQ Astoria US Quality Growth Kings ETF 1.8 35 15 4.5 +6.2
FCPI Fidelity Stocks for Inflation ETF 1.8 15 35 7.9 +9.5
FESM Fidelity Enhanced Small Cap ETF 1.8 28 22 3.1 +4.7
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.7 15 35 5.3 +6.9
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.7 10 40 5.4 +7.0
LOGO Alpha Brands Consumption Leaders ETF 1.7 69 -19 3.1 +4.7
QLTY GMO U.S. Quality ETF 1.7 50 0 4.5 +6.2
KOCG FIS Knights of Columbus Global Belief ETF 1.7 75 -25 4.9 +6.5
ISCG iShares Morningstar Small-Cap Growth ETF 1.7 6 44 2.8 +4.5
AFSM First Trust Active Factor Small Cap ETF 1.7 75 -25 7.3 +8.9
FMKT The Free Markets ETF 1.7 76 -26 4.1 +5.8
WDNA WisdomTree BioRevolution Fund 1.7 45 5 -1.9 -0.2
IBOT Vaneck Robotics ETF 1.7 47 3 3.9 +5.5
IWR iShares Russell Midcap ETF 1.7 19 31 6.1 +7.7
SQLV Royce Quant Small-Cap Quality Value ETF 1.7 60 -10 9.2 +10.8
HART IQ Healthy Hearts ETF 1.7 45 5 6.1 +7.7
CATH Global X S&P 500 Catholic Values Custom ETF 1.7 29 21 4.6 +6.2
IMCB iShares Morningstar Mid-Cap ETF 1.7 4 46 6.2 +7.8
OPTZ Optimize Strategy Index ETF 1.7 50 0 4.7 +6.3
FDWM Fidelity Women's Leadership ETF 1.7 59 -9 4.9 +6.5
FMDE Fidelity Enhanced Mid Cap ETF 1.7 23 27 5.9 +7.6
JHSC John Hancock Multifactor Small Cap ETF 1.7 42 8 6.5 +8.1
BFOR ALPS Barron's 400 ETF 1.6 65 -15 5.8 +7.4
RSSL Global X Russell 2000 ETF 1.6 8 42 3.4 +5.0
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.6 39 11 4.8 +6.4
KTEC KraneShares Hang Seng TECH Index ETF 1.6 69 -19 20.5 +22.1
FQAL Fidelity Quality Factor ETF 1.6 15 35 5.8 +7.4
KIE State Street SPDR S&P Insurance ETF 1.6 35 15 7.0 +8.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.6 24 26 8.1 +9.8
QTOP iShares Nasdaq Top 30 Stocks ETF 1.6 20 30 3.7 +5.3
JGRW Jensen Quality Growth ETF 1.6 57 -7 4.7 +6.3
BGRO iShares Large Cap Growth Active ETF 1.6 55 -5 2.6 +4.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.6 60 -10 4.2 +5.8
XT iShares Exponential Technologies ETF 1.6 46 4 4.4 +6.1
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.6 43 7 5.9 +7.5
AVMV Avantis U.S. Mid Cap Value ETF 1.5 20 30 8.6 +10.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.5 9 41 6.1 +7.7
FLQL Franklin LibertyQ U.S. Equity ETF 1.5 15 35 5.3 +6.9
TMAT Main Thematic Innovation ETF 1.5 164 -114 -1.5 +0.1
CGUS Capital Group Core Equity ETF 1.5 33 17 4.4 +6.0
FLV American Century Focused Large Cap Value ETF 1.5 42 8 6.7 +8.3
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.5 75 -25 4.6 +6.2
IWM iShares Russell 2000 ETF 1.5 19 31 3.4 +5.0
SCDS JPMorgan Fundamental Data Science Small Core ETF 1.5 40 10 4.6 +6.2
QNXT iShares Nasdaq-100 ex Top 30 ETF 1.5 20 30 4.7 +6.3
VTWO Vanguard Russell 2000 ETF 1.5 7 43 3.5 +5.2
FDN First Trust Dow Jones Internet Index Fund 1.5 52 -2 3.0 +4.6
STXK Strive Small-Cap ETF 1.5 18 32 5.9 +7.5
FDND FT Vest Dow Jones Internet & Target Income ETF 1.4 75 -25 2.8 +4.4
CANC Tema Oncology ETF 1.4 75 -25 -2.4 -0.8
ROSC Hartford Multifactor Small Cap ETF 1.4 34 16 8.7 +10.3
QQQS Invesco NASDAQ Future Gen 200 ETF 1.4 20 30 -4.3 -2.7
PWB Invesco Large Cap Growth ETF 1.4 56 -6 2.6 +4.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.4 65 -15 2.1 +3.7
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.4 49 1 3.6 +5.3
FFOX FundX Future Fund Opportunities ETF 1.4 100 -50 3.4 +5.0
VOE Vanguard Mid-Cap Value ETF 1.4 7 43 7.6 +9.3
ETHO Etho Climate Leadership U.S. ETF 1.4 47 3 5.1 +6.8
JGRO JPMorgan Active Growth ETF 1.4 44 6 3.5 +5.1
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.4 20 30 4.2 +5.8
BLES Inspire Global Hope ETF 1.4 61 -11 6.7 +8.3
MODL VictoryShares WestEnd U.S. Sector ETF 1.4 42 8 4.6 +6.2
JPEF JPMorgan Equity Focus ETF 1.4 50 0 4.4 +6.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.4 24 26 7.2 +8.8
REVS Columbia Research Enhanced Value ETF 1.4 19 31 7.5 +9.2
QQMG Invesco ESG NASDAQ 100 ETF 1.3 20 30 4.2 +5.8
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.3 12 38 4.6 +6.3
TMFC Motley Fool 100 Index ETF 1.3 50 0 3.5 +5.1
IJK iShares S&P Mid-Cap 400 Growth ETF 1.3 17 33 5.6 +7.3
XJR iShares ESG Screened S&P Small-Cap ETF 1.3 12 38 7.3 +8.9
ARKQ ARK Autonomous Technology & Robotics ETF 1.3 75 -25 1.1 +2.8
LRGC AB US Large Cap Strategic Equities ETF 1.3 48 2 4.4 +6.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.3 4 46 5.8 +7.4
SCHG Schwab U.S. Large-Cap Growth ETF 1.3 4 46 3.8 +5.4
SIZE iShares MSCI USA Size Factor ETF 1.3 15 35 6.2 +7.8
BBC Virtus LifeSci Biotech Clinical Trials ETF 1.3 79 -29 0.0 +1.6
EUSA iShares MSCI USA Equal Weighted ETF 1.3 9 41 6.2 +7.8
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.3 15 35 5.9 +7.5
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 1.3 80 -30 4.1 +5.7
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 1.3 12 38 7.8 +9.4
SDG iShares MSCI Global Sustainable Development Goals ETF 1.3 49 1 5.1 +6.7
NULC Nuveen ESG Large-Cap ETF 1.3 21 29 4.6 +6.2
SVAL iShares US Small Cap Value Factor ETF 1.3 20 30 8.5 +10.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.3 10 40 5.8 +7.4
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.3 30 20 8.1 +9.7
RFFC ALPS Active Equity Opportunity ETF 1.2 48 2 4.4 +6.0
FUNL CornerCap Fundametrics Large-Cap ETF 1.2 50 0 7.0 +8.7
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.2 15 35 5.7 +7.3
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.2 25 25 4.9 +6.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.2 15 35 4.6 +6.3
VXF Vanguard Extended Market ETF 1.2 5 45 4.3 +5.9
SCHA Schwab U.S. Small-Cap ETF 1.2 4 46 5.4 +7.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.2 10 40 5.2 +6.8
SPGP Invesco S&P 500 GARP ETF 1.2 34 16 6.7 +8.3
FEX First Trust Large Cap Core AlphaDEX Fund 1.2 59 -9 5.7 +7.3
QQQ Invesco QQQ Trust Series I 1.2 20 30 4.1 +5.8
QQQM Invesco NASDAQ 100 ETF 1.2 15 35 4.2 +5.8
NIXT Research Affiliates Deletions ETF 1.2 9 41 7.8 +9.4
DTAN Sparkline International Intangible Value ETF 1.2 55 -5 8.0 +9.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.2 9 41 4.8 +6.4
IWS iShares Russell Mid-Cap Value ETF 1.2 23 27 7.0 +8.6
CRTC Xtrackers US National Critical Technologies ETF 1.2 35 15 4.7 +6.4
IJR iShares Core S&P Small Cap ETF 1.2 6 44 7.3 +9.0
RSP Invesco S&P 500 Equal Weight ETF 1.2 20 30 6.6 +8.3
LRNZ TrueShares Technology, AI & Deep Learning ETF 1.2 69 -19 -0.8 +0.9
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.2 15 35 4.5 +6.1
ARKK ARK Innovation ETF 1.2 75 -25 -2.6 -1.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.2 20 30 5.2 +6.9
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.2 15 35 8.8 +10.4
PRXG Praxis Impact Large Cap Growth ETF 1.1 36 14 3.6 +5.2
FENI Fidelity Enhanced International ETF 1.1 28 22 6.1 +7.7
HLAL Wahed FTSE USA Shariah ETF 1.1 50 0 4.6 +6.2
ILCG iShares Morningstar Growth ETF 1.1 4 46 3.7 +5.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.1 39 11 2.9 +4.6
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.1 55 -5 10.2 +11.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.1 17 33 5.8 +7.4
PEXL Pacer US Export Leaders ETF 1.1 60 -10 4.4 +6.0
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.1 3 47 7.4 +9.0
EDEN iShares MSCI Denmark ETF 1.1 53 -3 6.0 +7.6
VUG Vanguard Growth ETF 1.1 4 46 4.2 +5.8
DEUS Xtrackers Russell US Multifactor ETF 1.1 17 33 6.9 +8.5
XDAT Franklin Exponential Data ETF 1.1 50 0 2.4 +4.0
VIOO Vanguard S&P Small-Cap 600 ETF 1.1 7 43 7.3 +8.9
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.1 35 15 7.1 +8.8
CFA VictoryShares US 500 Volatility Wtd ETF 1.1 35 15 6.0 +7.7
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.1 40 10 6.0 +7.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.1 29 21 4.6 +6.2
FYX First Trust Small Cap Core AlphaDEX Fund 1.1 61 -11 5.5 +7.1
ONEQ Fidelity Nasdaq Composite Index ETF 1.1 21 29 3.7 +5.3
HAPI Harbor Human Capital Factor US Large Cap ETF 1.1 36 14 4.9 +6.5
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 1.1 65 -15 4.5 +6.1
HLGE Hartford Longevity Economy ETF 1.1 44 6 6.4 +8.0
CHRI Global X S&P 500 Christian Values ETF 1.1 29 21 4.5 +6.2
ISCB iShares Morningstar Small-Cap ETF 1.0 4 46 5.6 +7.2
ARVR First Trust Indxx Metaverse ETF 1.0 70 -20 3.9 +5.5
XMAG Defiance Large Cap ex-Mag 7 ETF 1.0 35 15 5.1 +6.7
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.0 15 35 7.4 +9.0
SMLF iShares U.S. SmallCap Equity Factor ETF 1.0 15 35 5.8 +7.4
XOEF iShares S&P 500 ex S&P 100 ETF 1.0 20 30 5.5 +7.2
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.0 20 30 8.1 +9.8
ADME Aptus Drawdown Managed Equity ETF 1.0 79 -29 3.9 +5.5
FNX First Trust Mid Cap Core AlphaDEX Fund 1.0 60 -10 6.7 +8.3
FSMD Fidelity Small-Mid Multifactor ETF 1.0 15 35 6.8 +8.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.0 45 5 4.4 +6.0
EQWL Invesco S&P 100 Equal Weight ETF 1.0 25 25 6.1 +7.7
JHMM John Hancock Multifactor Mid Cap ETF 1.0 42 8 6.2 +7.8
XBI State Street SPDR S&P Biotech ETF 1.0 35 15 -2.1 -0.5
VONG Vanguard Russell 1000 Growth ETF 1.0 7 43 4.5 +6.1
VB Vanguard Small-Cap ETF 1.0 5 45 5.9 +7.5
IWF iShares Russell 1000 Growth ETF 1.0 19 31 4.1 +5.7
CSTK Invesco Comstock Contrarian Equity ETF 1.0 35 15 6.7 +8.3
CVAR Cultivar ETF 0.9 87 -37 7.4 +9.0
YOKE Yoke Core ETF 0.9 42 8 4.9 +6.6
GLBL Pacer MSCI World Industry Advantage ETF 0.9 65 -15 4.0 +5.7
SPXT ProShares S&P 500 Ex-Technology ETF 0.9 9 41 5.5 +7.1
FSST Fidelity Sustainable U.S. Equity ETF 0.9 59 -9 4.3 +5.9
ROE Astoria US Quality Kings ETF 0.9 49 1 6.8 +8.4
VFQY Vanguard U.S. Quality Factor ETF 0.9 13 37 6.0 +7.6
DFSU Dimensional US Sustainability Core 1 ETF 0.9 18 32 5.2 +6.8
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.9 15 35 4.8 +6.4
IPO Renaissance IPO ETF 0.9 60 -10 3.2 +4.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.9 15 35 7.1 +8.7
IUSG iShares Core S&P U.S. Growth ETF 0.9 4 46 4.1 +5.7
SMAP Amplify Small-Mid Cap Equity ETF 0.9 60 -10 5.4 +7.1
VOOG Vanguard S&P 500 Growth ETF 0.9 7 43 4.1 +5.7
USXF iShares ESG Advanced MSCI USA ETF 0.9 10 40 4.6 +6.2
EQAL Invesco Russell 1000 Equal Weight ETF 0.9 20 30 7.0 +8.6
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.9 35 15 7.2 +8.8
IVW iShares S&P 500 Growth ETF 0.9 18 32 3.9 +5.5
ACVF American Conservative Values ETF 0.9 75 -25 4.3 +5.9
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.9 4 46 4.0 +5.6
ESGV Vanguard ESG U.S. Stock ETF 0.9 9 41 4.7 +6.4
MGK Vanguard Mega Cap Growth ETF 0.9 7 43 4.4 +6.0
EGUS iShares ESG Aware MSCI USA Growth ETF 0.8 18 32 3.7 +5.3
JHML John Hancock Multifactor Large Cap ETF 0.8 29 21 5.3 +6.9
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.8 35 15 7.5 +9.1
DFLV Dimensional US Large Cap Value ETF 0.8 22 28 7.3 +9.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.8 14 36 4.8 +6.4
SGLC SGI U.S. Large Cap Core ETF 0.8 85 -35 4.1 +5.7
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.8 19 31 5.4 +7.1
PSET Principal Quality ETF 0.8 15 35 5.5 +7.1
HGRO Hedgeye Quality Growth ETF 0.8 70 -20 3.6 +5.2
IMCV iShares Morningstar Mid-Cap Value ETF 0.8 6 44 8.0 +9.7
COWZ Pacer US Cash Cows 100 ETF 0.8 49 1 8.3 +9.9
AFMC First Trust Active Factor Mid Cap ETF 0.8 65 -15 8.1 +9.7
RECS Columbia Research Enhanced Core ETF 0.8 15 35 5.7 +7.3
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.8 80 -30 9.4 +11.0
DFAS Dimensional U.S. Small Cap ETF 0.8 26 24 6.4 +8.1
FTA First Trust Large Cap Value AlphaDEX Fund 0.8 59 -9 8.7 +10.3
TOPC iShares S&P 500 3% Capped ETF 0.8 15 35 5.0 +6.6
SPMV Invesco S&P 500 Minimum Variance ETF 0.8 10 40 5.6 +7.2
XJH iShares ESG Screened S&P Mid-Cap ETF 0.8 12 38 7.0 +8.6
SFYX SoFi Next 500 ETF 0.8 0 50 5.7 +7.4
STXG Strive 1000 Growth ETF 0.8 18 32 3.8 +5.4
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.8 20 30 6.7 +8.3
DSPY Tema S&P 500 Historical Weight ETF 0.8 18 32 5.1 +6.7
IWY iShares Russell Top 200 Growth ETF 0.8 20 30 4.2 +5.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.8 11 39 4.8 +6.5
QLC FlexShares US Quality Large Cap Index Fund 0.8 25 25 5.2 +6.8
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.8 25 25 7.6 +9.3
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.8 60 -10 -0.9 +0.7
FNDA Schwab Fundamental US Small Co. Index ETF 0.7 25 25 7.4 +9.1
EWA iShares MSCI Australia ETF 0.7 50 0 5.7 +7.4
OGIG ALPS O'Shares Global Internet Giants ETF 0.7 48 2 2.2 +3.8
STXM Strive Mid-Cap ETF 0.7 18 32 6.2 +7.9
NANC Unusual Whales Subversive Democratic Trading ETF 0.7 75 -25 3.4 +5.1
JMOM JPMorgan U.S. Momentum Factor ETF 0.7 12 38 4.5 +6.2
ULVM VictoryShares US Value Momentum ETF 0.7 20 30 7.3 +8.9
FLAU Franklin FTSE Australia ETF 0.7 9 41 6.2 +7.8
RAYD Rayliant Quantitative Developed Market Equity ETF 0.7 80 -30 4.2 +5.8
SSPY Syntax Stratified LargeCap ETF 0.7 30 20 6.7 +8.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.7 2 48 4.9 +6.5
VOTE TCW Transform 500 ETF 0.7 5 45 4.8 +6.5
SHUS Syntax Stratified U.S. Total Market Hedged ETF 0.7 65 -15 6.3 +7.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.7 7 43 4.8 +6.4
SPXN ProShares S&P 500 Ex-Financials ETF 0.7 9 41 4.8 +6.5
VTI Vanguard Total Stock Market ETF 0.7 3 47 4.8 +6.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.7 3 47 4.8 +6.4
DFUS Dimensional U.S. Equity ETF 0.7 9 41 4.7 +6.3
VTHR Vanguard Russell 3000 ETF 0.7 7 43 4.8 +6.4
IWV iShares Russell 3000 ETF 0.7 20 30 4.6 +6.3
BKLC BNY Mellon US Large Cap Core Equity ETF 0.7 0 50 4.9 +6.5
SPHB Invesco S&P 500 High Beta ETF 0.7 25 25 4.6 +6.2
XVV iShares ESG Screened S&P 500 ETF 0.7 8 42 4.7 +6.4
QDEF FlexShares Quality Dividend Defensive Index Fund 0.7 37 13 6.1 +7.8
MDY SPDR S&P Midcap 400 ETF Trust 0.7 24 26 6.9 +8.5
IJH iShares Core S&P Mid-Cap ETF 0.7 5 45 7.0 +8.7
TOV JLens 500 Jewish Advocacy U.S. ETF 0.7 18 32 4.6 +6.2
SFY SoFi Select 500 ETF 0.7 0 50 4.4 +6.0
DWMF WisdomTree International Multifactor Fund 0.7 38 12 7.0 +8.6
FSGS First Trust SMID Growth Strength ETF 0.7 60 -10 5.1 +6.8
VV Vanguard Large-Cap ETF 0.7 4 46 4.8 +6.4
ILCB iShares Morningstar U.S. Equity ETF 0.7 3 47 4.8 +6.4
OEI Optimized Equity Income ETF 0.7 75 -25 3.8 +5.5
GXLC Global X U.S. 500 ETF 0.7 2 48 4.8 +6.4
IYY iShares Dow Jones U.S. ETF 0.7 20 30 4.7 +6.3
QDF FlexShares Quality Dividend Index Fund 0.7 37 13 6.2 +7.8
VONE Vanguard Russell 1000 ETF 0.7 7 43 4.9 +6.5
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.7 15 35 5.7 +7.3
IWB iShares Russell 1000 ETF 0.7 15 35 4.8 +6.4
IVOO Vanguard S&P Mid-Cap 400 ETF 0.7 7 43 7.1 +8.7
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.7 3 47 7.1 +8.7
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.6 3 47 5.0 +6.6
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.6 20 30 4.6 +6.2
SPXM Azoria 500 Meritocracy ETF 0.6 47 3 4.5 +6.2
DCOR Dimensional US Core Equity 1 ETF 0.6 14 36 5.3 +6.9
SCHB Schwab U.S. Broad Market ETF 0.6 3 47 4.9 +6.5
VOO Vanguard S&P 500 ETF 0.6 3 47 4.9 +6.5
IVV iShares Core S&P 500 ETF 0.6 3 47 4.9 +6.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.6 25 25 5.3 +6.9
PBUS Invesco MSCI USA ETF 0.6 4 46 4.8 +6.5
SPYM State Street SPDR Portfolio S&P 500 ETF 0.6 2 48 4.9 +6.5
SPY SPDR S&P 500 ETF 0.6 9 41 4.8 +6.4
STRV Strive 500 ETF 0.6 5 45 4.7 +6.4
ITAN Sparkline Intangible Value ETF 0.6 50 0 6.4 +8.1
SPXE ProShares S&P 500 Ex-Energy ETF 0.6 9 41 4.7 +6.4
NULG Nuveen ESG Large-Cap Growth ETF 0.6 26 24 3.4 +5.0
TPSC Timothy Plan US Small Cap Core ETF 0.6 52 -2 6.9 +8.5
KOKU Xtrackers MSCI Kokusai Equity ETF 0.6 9 41 5.1 +6.7
EES WisdomTree U.S. SmallCap Fund 0.6 38 12 8.3 +9.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.6 7 43 5.6 +7.3
VFMF Vanguard U.S. Multifactor ETF 0.6 18 32 7.5 +9.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.6 75 -25 4.0 +5.6
FDEV Fidelity International Multifactor ETF 0.6 18 32 7.3 +8.9
ESGU iShares ESG Aware MSCI USA ETF 0.6 15 35 4.8 +6.4
LRGF iShares U.S. Equity Factor ETF 0.6 8 42 5.4 +7.0
SCHK Schwab 1000 Index ETF 0.6 5 45 4.9 +6.5
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.6 39 11 9.4 +11.0
GVLU Gotham 1000 Value ETF 0.6 50 0 9.4 +11.0
FBCG Fidelity Blue Chip Growth ETF 0.6 59 -9 2.8 +4.5
DFAU Dimensional US Core Equity Market ETF 0.6 12 38 5.0 +6.6
RVRB Reverb ETF 0.6 30 20 4.5 +6.1
SCHX Schwab U.S. Large-Cap ETF 0.6 3 47 4.9 +6.5
JAVA JPMorgan Active Value ETF 0.6 44 6 6.3 +7.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.6 20 30 5.0 +6.6
ITEQ BlueStar Israel Technology ETF 0.6 75 -25 1.6 +3.2
DFAC Dimensional U.S. Core Equity 2 ETF 0.6 17 33 5.4 +7.0
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 0.6 19 31 5.4 +7.0
WCEO Hypatia Women CEO ETF 0.6 85 -35 3.1 +4.7
FYT First Trust Small Cap Value AlphaDEX Fund 0.6 73 -23 11.3 +12.9
ISMD Inspire Small/Mid Cap ETF 0.6 54 -4 5.1 +6.7
AVSC Avantis U.S Small Cap Equity ETF 0.6 25 25 5.0 +6.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.6 18 32 7.8 +9.4
TOK iShares MSCI Kokusai ETF 0.6 26 24 4.9 +6.5
GSPY Gotham Enhanced 500 ETF 0.6 50 0 5.2 +6.8
ACTV LeaderShares Activist Leaders ETF 0.6 75 -25 5.5 +7.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.6 20 30 6.0 +7.6
TTAC FCF US Quality ETF 0.6 59 -9 6.2 +7.8
AVUS Avantis U.S. Equity ETF 0.6 15 35 5.6 +7.3
KRMA Global X Conscious Companies ETF 0.6 43 7 5.9 +7.6
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 0.6 29 21 6.9 +8.5
KLMN Invesco MSCI North America Climate ETF 0.5 9 41 5.0 +6.6
SKYY First Trust Cloud Computing ETF 0.5 60 -10 3.0 +4.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.5 12 38 4.9 +6.5
KNO AXS Knowledge Leaders ETF 0.5 78 -28 5.5 +7.2
APUE ActivePassive U.S. Equity ETF 0.5 45 5 4.5 +6.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.5 10 40 4.1 +5.7
USMF WisdomTree U.S. Multifactor Fund 0.5 28 22 7.3 +8.9
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.5 25 25 6.8 +8.4
SIXL ETC 6 Meridian Low Beta Equity ETF 0.5 80 -30 6.4 +8.1
URTH iShares MSCI World ETF 0.5 24 26 4.9 +6.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.5 9 41 5.3 +6.9
MILN Global X Millennial Consumer ETF 0.5 50 0 4.1 +5.7
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.5 10 40 4.2 +5.8
PRXV Praxis Impact Large Cap Value ETF 0.5 36 14 6.6 +8.2
FAB First Trust Multi Cap Value AlphaDEX Fund 0.5 67 -17 9.7 +11.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.5 29 21 6.3 +8.0
DSI iShares MSCI KLD 400 Social ETF 0.5 25 25 4.8 +6.5
YNOT Horizon Digital Frontier ETF 0.5 75 -25 3.1 +4.7
QWLD SPDR MSCI World StrategicFactors ETF 0.5 30 20 5.7 +7.3
AFLG First Trust Active Factor Large Cap ETF 0.5 55 -5 6.3 +7.9
HDUS Hartford Disciplined US Equity ETF 0.5 19 31 5.7 +7.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.5 10 40 4.9 +6.6
EBI Longview Advantage ETF 0.5 35 15 6.6 +8.2
RAUS RACWI US ETF 0.5 15 35 4.8 +6.5
OEF iShares S&P 100 ETF 0.5 20 30 4.4 +6.0
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.5 15 35 7.8 +9.4
ACWI iShares MSCI ACWI ETF 0.5 32 18 5.3 +6.9
VT Vanguard Total World Stock ETF 0.5 6 44 5.7 +7.3
DXUV Dimensional US Vector Equity ETF 0.5 28 22 5.9 +7.6
DFVX Dimensional US Large Cap Vector ETF 0.5 22 28 6.2 +7.8
GLOF iShares Global Equity Factor ETF 0.5 20 30 6.6 +8.2
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.5 29 21 7.3 +9.0
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.5 59 -9 6.2 +7.9
IJS iShares S&P Small-Cap 600 Value ETF 0.5 18 32 9.5 +11.1
SPHQ Invesco S&P 500 Quality ETF 0.5 15 35 5.6 +7.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.5 20 30 5.3 +6.9
DIVI Franklin International Core Dividend Tilt Index ETF 0.5 9 41 7.4 +9.0
XLG Invesco S&P 500 Top 50 ETF 0.5 20 30 4.1 +5.7
EPP iShares MSCI Pacific ex-Japan ETF 0.5 47 3 5.2 +6.8
GCOW Pacer Global Cash Cows Dividend ETF 0.5 60 -10 10.3 +11.9
RDVY First Trust Rising Dividend Achievers ETF 0.5 50 0 6.2 +7.8
EVUS iShares ESG Aware MSCI USA Value ETF 0.4 18 32 6.3 +8.0
WRND IQ Global Equity R&D Leaders ETF 0.4 18 32 7.5 +9.1
INRO iShares U.S. Industry Rotation Active ETF 0.4 42 8 4.6 +6.2
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.4 15 35 9.5 +11.1
LRND IQ U.S. Large Cap R&D Leaders ETF 0.4 14 36 4.9 +6.5
FTXH First Trust Nasdaq Pharmaceuticals ETF 0.4 60 -10 8.3 +9.9
MGC Vanguard Mega Cap ETF 0.4 7 43 4.6 +6.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.4 10 40 9.4 +11.0
IBBQ Invesco Nasdaq Biotechnology ETF 0.4 19 31 0.1 +1.7
SFTY Horizon Managed Risk ETF 0.4 77 -27 4.1 +5.7
VSLU Applied Finance Valuation Large Cap ETF 0.4 49 1 5.8 +7.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.4 9 41 5.5 +7.1
STOX Horizon Core Equity ETF 0.4 70 -20 4.2 +5.8
MEDX Horizon Kinetics Medical ETF 0.4 85 -35 1.4 +3.0
IAK iShares U.S. Insurance ETF 0.4 40 10 7.2 +8.8
EZM WisdomTree U.S. MidCap Fund 0.4 38 12 8.5 +10.1
DAK Dakota Active Equity ETF 0.4 43 7 4.4 +6.0
IWL iShares Russell Top 200 ETF 0.4 15 35 4.5 +6.1
DFUV Dimensional US Marketwide Value ETF 0.4 22 28 7.2 +8.8
UIVM VictoryShares International Value Momentum ETF 0.4 35 15 8.3 +9.9
GVUS Marketbeta Russell 1000 Value Equity ETF 0.4 12 38 6.4 +8.1
FELV Fidelity Enhanced Large Cap Value ETF 0.4 18 32 6.6 +8.3
QINT American Century Quality Diversified International ETF 0.4 39 11 6.7 +8.3
EPS WisdomTree U.S. LargeCap Fund 0.4 8 42 5.7 +7.3
SUSL iShares ESG MSCI USA Leaders ETF 0.4 10 40 4.9 +6.5
AVSU Avantis Responsible U.S. Equity ETF 0.4 15 35 5.7 +7.4
RAFE PIMCO RAFI ESG U.S. ETF 0.4 29 21 6.8 +8.4
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.4 20 30 6.0 +7.6
AOTG AOT Growth and Innovation ETF 0.4 75 -25 2.0 +3.6
ROUS Hartford Multifactor US Equity ETF 0.4 19 31 6.8 +8.5
KLMT Invesco MSCI Global Climate 500 ETF 0.4 10 40 5.5 +7.2
VONV Vanguard Russell 1000 Value ETF 0.4 7 43 6.4 +8.1
IWD iShares Russell 1000 Value ETF 0.4 19 31 6.3 +7.9
AIQ Global X Artificial Intelligence & Technology ETF 0.4 68 -18 3.5 +5.1
ISCV iShares Morningstar Small Cap Value ETF 0.4 6 44 8.2 +9.8
IWN iShares Russell 2000 Value ETF 0.4 24 26 6.1 +7.8
JQUA JPMorgan U.S. Quality Factor ETF 0.4 12 38 5.9 +7.5
VTWV Vanguard Russell 2000 Value ETF 0.4 10 40 6.2 +7.8
DFIV Dimensional International Value ETF 0.4 27 23 8.7 +10.4
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.4 45 5 6.7 +8.3
IUS Invesco RAFI Strategic US ETF 0.4 19 31 6.7 +8.4
VOOV Vanguard S&P 500 Value ETF 0.3 7 43 6.2 +7.8
IVE iShares S&P 500 Value ETF 0.3 18 32 6.0 +7.7
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.3 4 46 6.2 +7.8
TTAI FCF International Quality ETF 0.3 59 -9 7.4 +9.0
ESGG FlexShares STOXX Global ESG Select Index Fund 0.3 42 8 5.2 +6.8
IUSV iShares Core S&P US Value ETF 0.3 4 46 6.3 +7.9
OALC OneAscent Large Cap Core ETF 0.3 86 -36 4.1 +5.7
JHMD John Hancock Multifactor Developed International ETF 0.3 39 11 7.0 +8.7
SCHM Schwab U.S. Mid-Cap ETF 0.3 4 46 6.8 +8.4
RWL Invesco S&P 500 Revenue ETF 0.3 39 11 6.7 +8.3
DFSV Dimensional US Small Cap Value ETF 0.3 31 19 10.0 +11.6
VTV Vanguard Value ETF 0.3 4 46 6.7 +8.3
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.3 12 38 7.2 +8.8
QVML Invesco S&P 500 QVM Multi-factor ETF 0.3 11 39 5.1 +6.7
PATN Pacer Nasdaq International Patent Leaders ETF 0.3 65 -15 5.3 +6.9
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.3 47 3 8.7 +10.3
IWC iShares Micro-Cap ETF 0.3 60 -10 -1.3 +0.4
VEGN US Vegan Climate ETF 0.3 60 -10 4.5 +6.1
EZU iShares MSCI Eurozone ETF 0.3 52 -2 6.3 +7.9
PRF Invesco FTSE RAFI US 1000 ETF 0.3 39 11 6.6 +8.2
SUSA iShares MSCI USA ESG Select ETF 0.3 25 25 4.6 +6.2
QUAL iShares MSCI USA Quality Factor ETF 0.3 15 35 5.2 +6.8
GEW Cambria Global EW ETF 0.3 29 21 5.8 +7.5
TPIF Timothy Plan International ETF 0.3 62 -12 6.0 +7.6
WLDR Affinity World Leaders Equity ETF 0.3 67 -17 6.9 +8.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.3 32 18 4.9 +6.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.3 19 31 6.2 +7.8
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.3 86 -36 14.5 +16.1
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.3 25 25 7.0 +8.6
IDMO Invesco S&P International Developed Momentum ETF 0.3 25 25 5.6 +7.2
SNPV Xtrackers S&P 500 Value ESG ETF 0.2 15 35 6.7 +8.3
KALL KraneShares MSCI All China Index ETF 0.2 49 1 13.4 +15.0
SAGP Strategas Global Policy Opportunities ETF 0.2 65 -15 5.4 +7.0
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.2 29 21 7.7 +9.3
SMMD iShares Russell 2500 ETF 0.2 15 35 6.5 +8.1
TAX Cambria Tax Aware ETF 0.2 49 1 5.9 +7.5
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.2 12 38 3.9 +5.5
STXV Strive 1000 Value ETF 0.2 18 32 8.1 +9.7
CIL VictoryShares International Volatility Wtd ETF 0.2 45 5 6.3 +7.9
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.2 35 15 6.2 +7.8
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 25 7.1 +8.7
GOP Unusual Whales Subversive Republican Trading ETF 0.2 50 0 5.3 +6.9
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.2 46 4 6.5 +8.1
ISRA VanEck Israel ETF 0.2 59 -9 6.7 +8.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.2 60 -10 4.3 +5.9
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 22 9.7 +11.3
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.2 36 14 6.3 +7.9
FLEE Franklin FTSE Europe ETF 0.2 9 41 6.9 +8.5
STXD Strive 1000 Dividend Growth ETF 0.2 35 15 4.9 +6.6
JPIN J.P. Morgan Diversified Return International Equity ETF 0.2 37 13 7.7 +9.3
EFG iShares MSCI EAFE Growth ETF 0.2 36 14 4.1 +5.7
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 11 9.2 +10.9
DFSI Dimensional International Sustainability Core 1 ETF 0.2 24 26 6.1 +7.7
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.2 8 42 4.9 +6.5
GSID Goldman Sachs MarketBeta International Equity ETF 0.2 20 30 6.4 +8.0
BBEU JPMorgan BetaBuilders Europe ETF 0.2 9 41 6.9 +8.5
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 25 9.3 +10.9
FNDX Schwab Fundamental US Large Co. Index ETF 0.2 25 25 7.1 +8.8
VIGI Vanguard International Dividend Appreciation ETF 0.2 10 40 6.3 +7.9
AVUQ Avantis U.S. Quality ETF 0.2 15 35 4.4 +6.0
DGRW WisdomTree US Quality Dividend Growth Fund 0.2 28 22 5.5 +7.2
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.2 20 30 6.0 +7.6
IVLU iShares MSCI Intl Value Factor ETF 0.2 30 20 9.4 +11.0
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.2 49 1 6.0 +7.7
DXIV Dimensional International Vector Equity ETF 0.2 34 16 7.3 +9.0
VIG Vanguard Dividend Appreciation ETF 0.2 5 45 5.5 +7.1
HFXI IQ FTSE International Equity Currency Neutral ETF 0.2 20 30 6.5 +8.1
FLCH Franklin FTSE China ETF 0.2 19 31 15.7 +17.3
BKIE BNY Mellon International Equity ETF 0.2 4 46 6.5 +8.1
ILCV iShares Morningstar Value ETF 0.2 4 46 6.2 +7.8
IEUR iShares Core MSCI Europe ETF 0.2 11 39 7.0 +8.6
VGK Vanguard FTSE Europe ETF 0.2 6 44 7.1 +8.7
EFA iShares MSCI EAFE ETF 0.2 35 15 6.3 +7.9
IEV iShares Europe ETF 0.2 67 -17 6.5 +8.1
INTF iShares International Equity Factor ETF 0.2 15 35 7.2 +8.8
SPEU SPDR Portfolio Europe ETF 0.2 7 43 7.0 +8.6
PFM Invesco Dividend Achievers ETF 0.2 53 -3 5.3 +6.9
DIHP Dimensional International High Profitability ETF 0.2 29 21 6.5 +8.1
DFIS Dimensional International Small Cap ETF 0.2 39 11 6.9 +8.6
IDHQ Invesco S&P International Developed High Quality ETF 0.2 29 21 6.3 +7.9
CZAR Themes Natural Monopoly ETF 0.2 35 15 5.5 +7.1
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.2 41 9 7.1 +8.7
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 32 3.5 +5.1
IEFA iShares Core MSCI EAFE ETF 0.1 7 43 6.6 +8.2
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 3 47 6.6 +8.2
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.1 24 26 7.0 +8.6
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.1 20 30 5.3 +6.9
MCHI iShares MSCI China ETF 0.1 59 -9 17.2 +18.8
DMXF iShares ESG Advanced MSCI EAFE ETF 0.1 12 38 5.3 +6.9
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 5 8.2 +9.8
EFV iShares MSCI EAFE Value ETF 0.1 34 16 8.3 +10.0
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 20 7.3 +8.9
IDEV iShares Core MSCI International Developed Markets ETF 0.1 4 46 6.6 +8.2
FELG Fidelity Enhanced Large Cap Growth ETF 0.1 18 32 4.8 +6.4
VSGX Vanguard ESG International Stock ETF 0.1 10 40 7.4 +9.0
SCHF Schwab International Equity ETF 0.1 6 44 6.9 +8.5
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 1 6.7 +8.3
SNPG Xtrackers S&P 500 Growth ESG ETF 0.1 15 35 4.6 +6.2
SNPE Xtrackers S&P 500 ESG ETF 0.1 10 40 4.9 +6.6
NUEM Nuveen ESG Emerging Markets Equity ETF 0.1 36 14 7.2 +8.8
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.1 18 32 7.2 +8.8
VFVA Vanguard U.S. Value Factor ETF 0.1 13 37 10.3 +11.9
VEA Vanguard FTSE Developed Markets ETF 0.1 3 47 6.7 +8.3
SPMO Invesco S&P 500 Momentum ETF 0.1 13 37 3.9 +5.5
ESGE iShares ESG Aware MSCI EM ETF 0.1 25 25 9.7 +11.3
IPAC iShares Core MSCI Pacific ETF 0.1 9 41 5.9 +7.6
VUSE Vident U.S. Equity Strategy ETF 0.1 50 0 4.2 +5.9
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 34 16 7.2 +8.8
DFAI Dimensional International Core Equity Market ETF 0.1 18 32 6.7 +8.3
IQLT iShares MSCI Intl Quality Factor ETF 0.1 30 20 6.0 +7.6
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 11 5.8 +7.5
AVIE Avantis  Inflation Focused Equity ETF 0.1 25 25 7.1 +8.7
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 25 9.0 +10.7
VEU Vanguard FTSE All-World ex-US Index Fund 0.1 4 46 7.6 +9.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.1 7 43 5.0 +6.7
IXUS iShares Core MSCI Total International Stock ETF 0.1 7 43 7.4 +9.0
NACP Impact Shares NAACP Minority Empowerment ETF 0.1 49 1 4.7 +6.3
CALF Pacer US Small Cap Cash Cows 100 ETF 0.1 59 -9 10.2 +11.8
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.1 30 20 6.6 +8.2
VXUS Vanguard Total International Stock ETF 0.1 5 45 7.5 +9.1
GXC SPDR S & P China ETF 0.1 59 -9 16.2 +17.8
IMTM iShares MSCI Intl Momentum Factor ETF 0.1 30 20 5.1 +6.7
LDEM iShares ESG MSCI EM Leaders ETF 0.1 17 33 12.8 +14.5
DFIC Dimensional International Core Equity 2 ETF 0.1 23 27 7.0 +8.6
AVSD Avantis Responsible International Equity ETF 0.1 23 27 5.1 +6.7
AVDE Avantis International Equity ETF 0.1 23 27 6.9 +8.6
VPL Vanguard FTSE Pacific ETF 0.1 7 43 6.2 +7.8
EMXF iShares ESG Advanced MSCI EM ETF 0.1 16 34 7.8 +9.4
BKF iShares MSCI BIC ETF 0.1 69 -19 13.3 +14.9
DLN WisdomTree U.S. LargeCap Dividend Fund 0.1 28 22 6.0 +7.6
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 22 6.3 +7.9
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.1 39 11 7.4 +9.1
DIM WisdomTree International MidCap Dividend Fund 0.1 58 -8 7.1 +8.7
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.1 42 8 6.5 +8.1
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.1 58 -8 6.7 +8.3
TXS Texas Capital Texas Equity Index ETF 0.1 49 1 6.0 +7.6
DGRO iShares Core Dividend Growth ETF 0.1 8 42 6.5 +8.1
FELC Fidelity Enhanced Large Cap Core ETF 0.1 18 32 5.2 +6.9
FLAX Franklin FTSE Asia Ex Japan ETF 0.1 19 31 8.5 +10.1
AVDS Avantis International Small Cap Equity ETF 0.1 30 20 6.6 +8.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 20 7.4 +9.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.1 30 20 4.4 +6.0
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.1 66 -16 9.0 +10.6
AVDV Avantis International Small Cap Value ETF 0.1 36 14 8.6 +10.2
GWX SPDR S&P International Small Cap ETF 0.1 40 10 6.4 +8.0
IQDG WisdomTree International Quality Dividend Growth Fund 0.1 42 8 6.8 +8.4
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.1 15 35 9.5 +11.1
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.0 70 -20 8.4 +10.0
VBR Vanguard Small Cap Value ETF 0.0 7 43 8.8 +10.4
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.0 30 20 9.6 +11.2
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.0 41 9 8.1 +9.7
IQSI IQ Candriam International Equity ETF 0.0 15 35 6.2 +7.8
FNCL Fidelity MSCI Financials Index ETF 0.0 8 42 6.2 +7.9
ISCF iShares International SmallCap Equity Factor ETF 0.0 23 27 8.0 +9.6
TEXN iShares Texas Equity ETF 0.0 20 30 6.1 +7.7
EEM iShares MSCI Emerging Markets ETF 0.0 69 -19 9.4 +11.1
VFH Vanguard Financials ETF 0.0 9 41 6.2 +7.9
SCHE Schwab Emerging Markets Equity ETF 0.0 11 39 10.9 +12.5
PNQI Invesco NASDAQ Internet ETF 0.0 60 -10 3.7 +5.3
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 41 9.8 +11.4
VWO Vanguard FTSE Emerging Markets ETF 0.0 7 43 10.2 +11.8
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 11 6.3 +7.9
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 43 10.4 +12.0
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.0 12 38 5.6 +7.3
SCHV Schwab U.S. Large-Cap Value ETF 0.0 4 46 6.7 +8.3
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 15 8.6 +10.2
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 38 12 8.6 +10.2
DUHP Dimensional US High Profitability ETF 0.0 21 29 6.2 +7.8
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.0 59 -9 8.4 +10.1
IGRO iShares International Dividend Growth ETF 0.0 15 35 6.9 +8.5
DISV Dimensional International Small Cap Value ETF 0.0 42 8 8.8 +10.4
AVLV Avantis U.S. Large Cap Value ETF 0.0 15 35 7.6 +9.2
AVSE Avantis Responsible Emerging Markets Equity ETF 0.0 33 17 7.8 +9.4
EEMA iShares MSCI Emerging Markets Asia ETF 0.0 49 1 9.2 +10.8
THRO iShares U.S. Thematic Rotation Active ETF 0.0 90 -40 3.8 +5.4

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:		 Global X HealthTech ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

AVOID
Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity -5.0 %
Divided by: Fwd. P/BV 4.5 x
Less: Expense ratio 50 bp
Equals: ALTAR Score -1.6 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.55 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.