Global X HealthTech ETF
ALTAR
Score™		 -0.6% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 237.4x P/Sales
ratio		 6.0x
P/BV
ratio		 14.6x Div.
yield		 -0.2%


  • 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) $53
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) $20,005
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
TEMPUS AI INC 5.8 %
IQVIA HOLDINGS INC 5.3 %
INSULET CORP 4.7 %
VEEVA SYSTEMS INC-CLASS A 4.6 %
HIMS & HERS HEALTH, INC. CLASS A 4.4 %
PRO MEDICUS LIMITED 4.4 %
IRHYTHM TECHNOLOGIES, INC. 4.3 %
TRANSMEDICS GROUP, INC. 4.3 %
DOXIMITY, INC. CLASS A 4.2 %
KONINKLIIJKE ELECTRONICS NV 4.2 %
Total 46.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 82.4 %
AUSTRALIA 4.4 %
NETHERLANDS 4.2 %
HONG KONG 3.5 %
DENMARK 2.8 %
BRITAIN 1.3 %
CANADA 0.7 %
SWEDEN 0.5 %
JAPAN 0.2 %


HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru September 30)
Year-to-date 1 year 5 years 10 years Since Incep.
8.5% 6.4% -8.7% -- -7.1%

Market Correlations
versus... Beta R-squared
S&P500 1.41 61%
MSCI EAFE 0.96 35%
MSCI Emg. Mkts. 0.74 24%

Technical Indicators
Recent close $33.24
30d moving avg. $32.37
Annualized volatility 24.2%
Short interest (ETF) 0.1%
Relative strength (RSI) 55

Liquidity measures
Avg. volume (thou.) 6
Turnover 0.4%
Bid/Ask (% of price) 3.55%
ADV underlying (mns) $1,546

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 697 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™: -0.6%


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 55.3 39 11 0.9 +1.4
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 43.6 65 -15 1.0 +1.6
FMED Fidelity Disruptive Medicine ETF 28.4 50 0 -1.1 -0.5
XHE SPDR S&P Health Care Equipment ETF 22.0 35 15 3.6 +4.2
IHI iShares U.S. Medical Devices ETF 20.8 40 10 4.0 +4.6
HTEC ROBO Global Healthcare Technology and Innovation ETF 17.2 68 -18 2.2 +2.8
MDEV First Trust Indxx Medical Devices ETF 16.1 70 -20 4.4 +5.0
GDOC Goldman Sachs Future Health Care Equity ETF 13.2 75 -25 2.6 +3.2
MEDI Harbor Health Care ETF 12.8 80 -30 -1.4 -0.8
PTH Invesco Dorsey Wright Healthcare Momentum ETF 12.1 60 -10 -2.3 -1.7
PINK Simplify Health Care ETF 10.5 50 0 0.9 +1.5
IHF iShares U.S. Healthcare Providers ETF 9.8 40 10 7.9 +8.5
XHS SPDR S&P Health Care Services ETF 9.5 35 15 2.9 +3.5
RSPH Invesco S&P 500 Equal Weight Health Care ETF 9.5 40 10 7.9 +8.5
BMED Future Health ETF 8.9 85 -35 0.4 +0.9
FXH First Trust Health Care AlphaDEX Fund 8.7 62 -12 8.3 +8.9
PSCH Invesco S&P SmallCap Health Care ETF 8.5 29 21 4.3 +4.9
MID American Century Mid Cap Growth Impact ETF 8.2 45 5 3.2 +3.8
IYH iShares U.S. Healthcare ETF 7.6 40 10 6.7 +7.3
NUMG Nuveen ESG Mid-Cap Growth ETF 7.6 31 19 2.6 +3.2
VHT Vanguard Health Care ETF 7.4 9 41 5.8 +6.4
BELT iShares Long-Term U.S. Equity Active ETF 7.1 75 -25 2.9 +3.5
BIBL Inspire 100 ETF 7.1 35 15 4.9 +5.5
BBH VanEck Biotech ETF 7.0 35 15 5.4 +5.9
FHLC Fidelity MSCI Health Care Index ETF 6.9 8 42 6.1 +6.7
XLV Health Care Select Sector SPDR Fund 6.7 8 42 7.4 +8.0
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 6.4 65 -15 4.7 +5.2
FMKT The Free Markets ETF 6.3 76 -26 1.5 +2.0
USRD Themes US R&D Champions ETF 6.2 29 21 4.3 +4.9
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 5.8 60 -10 4.6 +5.2
HAPY Harbor Human Capital Factor Unconstrained ETF 5.7 50 0 5.7 +6.3
DTEC ALPS Disruptive Technologies ETF 5.7 50 0 3.7 +4.3
HRTS Tema Heart & Health ETF 5.4 75 -25 1.2 +1.8
IXJ iShares Global Healthcare ETF 5.2 42 8 7.0 +7.6
QGRO American Century U.S. Quality Growth ETF 5.2 29 21 3.5 +4.1
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 5.2 60 -10 7.4 +8.0
SXQG ETC 6 Meridian Quality Growth ETF 5.1 100 -50 4.7 +5.3
XITK SPDR FactSet Innovative Technology ETF 5.0 45 5 -0.3 +0.3
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.0 60 -10 3.8 +4.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 5.0 35 15 5.2 +5.8
BOTZ Global X Robotics & Artificial Intelligence ETF 5.0 69 -19 2.1 +2.7
IQM Franklin Intelligent Machines ETF 5.0 50 0 1.8 +2.4
AGNG Global X Aging Population ETF 4.6 50 0 4.8 +5.4
RJMG FT Raymond James Multicap Growth Equity ETF 4.6 85 -35 1.9 +2.5
LFSC F/m Emerald Life Sciences Innovation ETF 4.5 79 -29 0.0 +0.6
THNR Amplify Weight Loss Drug & Treatment ETF 4.4 59 -9 6.8 +7.4
CSD Invesco S&P Spin-Off ETF 4.1 65 -15 4.1 +4.7
BUL Pacer US Cash Cows Growth ETF 4.0 60 -10 6.7 +7.3
FTGS First Trust Growth Strength ETF 4.0 60 -10 5.0 +5.5
CZA Invesco Zacks Mid-Cap ETF 3.9 72 -22 6.5 +7.1
NBDS Neuberger Berman Disrupters ETF 3.8 55 -5 0.6 +1.2
IGPT Invesco AI and Next Gen Software ETF 3.8 60 -10 3.6 +4.2
AIVI WisdomTree International AI Enhanced Value Fund 3.8 58 -8 7.1 +7.6
ANEW ProShares MSCI Transformational Changes ETF 3.7 45 5 6.0 +6.6
XMMO Invesco S&P MidCap Momentum ETF 3.7 34 16 5.4 +6.0
RUNN Running Oak Efficient Growth ETF 3.6 58 -8 5.0 +5.6
IBB iShares Biotechnology ETF 3.6 45 5 0.4 +1.0
IWP iShares Russell Mid-Cap Growth ETF 3.6 23 27 3.5 +4.1
HELX Franklin Genomic Advancements ETF 3.5 50 0 -0.3 +0.3
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 3.5 60 -10 10.0 +10.5
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 3.4 75 -25 5.4 +6.0
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.4 65 -15 1.8 +2.4
GRPM Invesco S&P MidCap 400 GARP ETF 3.3 35 15 7.6 +8.1
PSC Principal U.S. Small-Cap ETF 3.3 38 12 6.7 +7.3
SMOT VanEck Morningstar SMID Moat ETF 3.3 49 1 6.6 +7.1
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.3 39 11 3.6 +4.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 3.2 15 35 4.0 +4.6
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.2 58 -8 4.0 +4.6
KOMP SPDR S&P Kensho New Economies Composite ETF 3.2 20 30 2.3 +2.9
SNSR Global X Internet of Things ETF 3.2 68 -18 4.4 +5.0
VOT Vanguard Mid-Cap Growth ETF 3.1 7 43 3.6 +4.1
RVER Trenchless Fund ETF 3.0 65 -15 4.4 +5.0
PRAY FIS Christian Stock Fund 3.0 69 -19 5.2 +5.7
XMHQ Invesco S&P MidCap Quality ETF 2.9 25 25 6.6 +7.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.9 49 1 4.6 +5.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 2.9 35 15 4.0 +4.6
EBIZ Global X E-Commerce ETF 2.9 50 0 3.8 +4.4
SAMT Strategas Macro Thematic Opportunities ETF 2.9 65 -15 2.6 +3.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.9 50 0 4.2 +4.8
FMTM MarketDesk Focused U.S. Momentum ETF 2.8 45 5 3.5 +4.1
PTL Inspire 500 ETF 2.8 9 41 5.1 +5.6
FDMO Fidelity Momentum Factor ETF 2.8 15 35 3.5 +4.1
FFOG Franklin Focused Growth ETF 2.8 61 -11 2.3 +2.9
BOUT Innovator IBD Breakout Opportunities ETF 2.8 81 -31 2.7 +3.3
GGRW Gabelli Growth Innovators ETF 2.7 90 -40 2.3 +2.9
JOET Virtus Terranova US Quality Momentum ETF 2.7 29 21 4.7 +5.2
ABEQ Absolute Select Value ETF 2.7 85 -35 4.8 +5.4
ARKG ARK Genomic Revolution ETF 2.7 75 -25 -1.2 -0.6
CSMD Congress SMid Growth ETF 2.7 69 -19 3.8 +4.4
FPX First Trust US Equity Opportunities ETF 2.7 61 -11 0.9 +1.5
IWO iShares Russell 2000 Growth ETF 2.7 24 26 1.2 +1.8
VTWG Vanguard Russell 2000 Growth ETF 2.7 10 40 1.4 +1.9
IMCG iShares Morningstar Mid-Cap Growth ETF 2.7 6 44 4.0 +4.6
RND First Trust Bloomberg R&D Leaders ETF 2.7 60 -10 3.5 +4.0
MOTI VanEck Morningstar International Moat ETF 2.6 58 -8 11.5 +12.1
MVAL VanEck Morningstar Wide Moat Value ETF 2.6 49 1 6.4 +7.0
IWFG IQ Winslow Focused Large Cap Growth ETF 2.6 65 -15 2.9 +3.5
KWEB KraneShares CSI China Internet ETF 2.6 69 -19 23.7 +24.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.6 9 41 4.0 +4.6
EWN iShares MSCI Netherlands ETF 2.6 50 0 5.1 +5.7
ROBO ROBO Global Robotics & Automation Index ETF 2.5 95 -45 3.1 +3.7
GINN Goldman Sachs Innovate Equity ETF 2.5 52 -2 3.4 +4.0
RSMC Rockefeller U.S. Small-Mid Cap ETF 2.5 75 -25 5.0 +5.6
CAML Congress Large Cap Growth ETF 2.5 66 -16 3.4 +4.0
FDLS Inspire Fidelis Multi Factor ETF 2.5 76 -26 5.0 +5.6
AGRW Allspring LT Large Growth ETF 2.5 35 15 3.4 +4.0
SFLO VictoryShares Small Cap Free Cash Flow ETF 2.5 49 1 11.4 +12.0
MOAT VanEck Morningstar Wide Moat ETF 2.4 46 4 5.6 +6.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.4 70 -20 2.7 +3.3
RPG Invesco S&P 500 Pure Growth ETF 2.4 35 15 3.2 +3.8
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.4 40 10 3.5 +4.1
HAPS Harbor Human Capital Factor US Small Cap ETF 2.4 60 -10 3.8 +4.4
TMFX Motley Fool Next Index ETF 2.3 50 0 2.6 +3.2
VBK Vanguard Small-Cap Growth ETF 2.3 7 43 1.9 +2.5
AVMC Avantis U.S. Mid Cap Equity ETF 2.3 18 32 6.9 +7.5
CGDV Capital Group Dividend Value ETF 2.3 33 17 4.5 +5.0
WTAI WisdomTree Artificial Intelligence and Innovation Fund 2.3 45 5 2.3 +2.9
CGGR Capital Group Growth ETF 2.3 39 11 3.0 +3.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.2 30 20 6.6 +7.2
TMFG Motley Fool Global Opportunities ETF 2.2 85 -35 3.9 +4.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.2 64 -14 2.1 +2.7
FBOT Fidelity Disruptive Automation ETF 2.2 50 0 3.5 +4.1
FYC First Trust Small Cap Growth AlphaDEX Fund 2.2 71 -21 0.4 +0.9
BKWO BNY Mellon Women's Opportunities ETF 2.2 50 0 3.7 +4.3
LGRO Level Four Large Cap Growth Active ETF 2.2 55 -5 3.5 +4.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.2 95 -45 0.4 +1.0
HKND Humankind US Stock ETF 2.2 11 39 6.9 +7.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.2 65 -15 3.4 +4.0
FTC First Trust Large Cap Growth AlphaDEX Fund 2.1 59 -9 2.7 +3.3
DFNV Donoghue Forlines Innovation ETF 2.1 69 -19 4.7 +5.3
POWA Invesco Bloomberg Pricing Power ETF 2.1 40 10 5.3 +5.9
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.1 52 -2 5.6 +6.2
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.1 58 -8 5.5 +6.1
QVAL Alpha Architect US Quantitative Value ETF 2.1 39 11 9.7 +10.2
VO Vanguard Mid-Cap ETF 2.1 4 46 5.7 +6.3
FDG American Century Focused Dynamic Growth ETF 2.1 45 5 1.8 +2.4
PDP Invesco Dorsey Wright Momentum ETF 2.1 62 -12 3.7 +4.2
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.0 35 15 4.0 +4.6
TMFM Motley Fool Mid-Cap Growth ETF 2.0 85 -35 2.8 +3.4
MOTG VanEck Morningstar Global Wide Moat ETF 2.0 52 -2 7.6 +8.2
IBUY Amplify Online Retail ETF 2.0 65 -15 0.9 +1.4
AIEQ AI Powered Equity ETF 2.0 75 -25 3.6 +4.2
FFTY Innovator IBD 50 ETF 2.0 80 -30 -2.2 -1.7
OPTZ Optimize Strategy Index ETF 1.9 50 0 4.5 +5.1
WCLD WisdomTree Cloud Computing Fund 1.9 45 5 1.6 +2.2
FTCS First Trust Capital Strength ETF 1.9 55 -5 5.9 +6.5
QGRW WisdomTree U.S. Quality Growth Fund 1.9 28 22 4.0 +4.6
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.9 65 -15 3.6 +4.1
AFSM First Trust Active Factor Small Cap ETF 1.9 75 -25 7.6 +8.2
KIE SPDR S&P Insurance ETF 1.9 35 15 7.1 +7.7
GQQQ Astoria US Quality Growth Kings ETF 1.9 35 15 4.4 +5.0
LRGE ClearBridge Large Cap Growth ESG ETF 1.9 59 -9 3.8 +4.4
CVAR Cultivar ETF 1.9 87 -37 6.6 +7.1
VFMO Vanguard U.S. Momentum Factor ETF 1.9 13 37 2.8 +3.4
FLDZ RiverNorth Patriot ETF 1.8 75 -25 6.1 +6.7
ISCG iShares Morningstar Small-Cap Growth ETF 1.8 6 44 2.8 +3.4
BKSE BNY Mellon US Small Cap Core Equity ETF 1.8 4 46 5.7 +6.3
ISHP First Trust Nasdaq Retail ETF 1.8 60 -10 5.4 +6.0
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.8 39 11 3.3 +3.9
BFOR ALPS Barron's 400 ETF 1.8 65 -15 6.0 +6.6
FCPI Fidelity Stocks for Inflation ETF 1.8 15 35 7.4 +8.0
RGEF Rockefeller Global Equity ETF 1.8 55 -5 4.6 +5.2
IWR iShares Russell Midcap ETF 1.8 19 31 5.8 +6.3
BUZZ VanEck Social Sentiment ETF 1.8 75 -25 -0.4 +0.2
JSTC Adasina Social Justice All Cap Global ETF 1.7 89 -39 4.8 +5.4
QLTY GMO U.S. Quality ETF 1.7 50 0 4.5 +5.0
KOCG FIS Knights of Columbus Global Belief ETF 1.7 75 -25 5.3 +5.9
IMCB iShares Morningstar Mid-Cap ETF 1.7 4 46 6.0 +6.6
FESM Fidelity Enhanced Small Cap ETF 1.7 28 22 6.9 +7.5
WDNA WisdomTree BioRevolution Fund 1.7 45 5 -1.2 -0.7
NUSC Nuveen ESG Small-Cap ETF 1.7 31 19 5.2 +5.7
AZTD Aztlan Global Stock Selection DM SMID ETF 1.7 75 -25 7.6 +8.2
FDN First Trust Dow Jones Internet Index Fund 1.7 52 -2 3.1 +3.7
FDND FT Vest Dow Jones Internet & Target Income ETF 1.7 75 -25 3.0 +3.6
RSSL Global X Russell 2000 ETF 1.7 8 42 4.2 +4.8
SQLV Royce Quant Small-Cap Quality Value ETF 1.7 60 -10 9.6 +10.2
HART IQ Healthy Hearts ETF 1.7 45 5 6.8 +7.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.7 39 11 5.7 +6.3
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.7 43 7 6.0 +6.6
FDWM Fidelity Women's Leadership ETF 1.7 59 -9 4.7 +5.3
FMDE Fidelity Enhanced Mid Cap ETF 1.7 23 27 5.8 +6.4
JHSC John Hancock Multifactor Small Cap ETF 1.7 42 8 6.6 +7.1
IBOT Vaneck Robotics ETF 1.6 47 3 4.0 +4.5
IJT iShares S&P Small-Cap 600 Growth ETF 1.6 18 32 5.5 +6.0
IJK iShares S&P Mid-Cap 400 Growth ETF 1.6 17 33 5.9 +6.4
KTEC KraneShares Hang Seng TECH Index ETF 1.6 69 -19 18.7 +19.3
CATH Global X S&P 500 Catholic Values Custom ETF 1.6 29 21 4.5 +5.1
FQAL Fidelity Quality Factor ETF 1.6 15 35 5.6 +6.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.6 24 26 8.2 +8.7
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.6 60 -10 5.0 +5.5
ABLS Abacus FCF Small Cap Leaders ETF 1.6 59 -9 6.2 +6.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.6 10 40 6.0 +6.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.6 10 40 5.6 +6.2
XT iShares Exponential Technologies ETF 1.6 46 4 4.5 +5.1
SLYG SPDR S&P 600 Small Cap Growth ETF 1.6 15 35 5.5 +6.1
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.5 15 35 5.9 +6.5
QTOP iShares Nasdaq Top 30 Stocks ETF 1.5 20 30 3.9 +4.4
AVMV Avantis U.S. Mid Cap Value ETF 1.5 20 30 8.8 +9.4
KRMA Global X Conscious Companies ETF 1.5 43 7 5.7 +6.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.5 9 41 6.1 +6.6
FLQL Franklin LibertyQ U.S. Equity ETF 1.5 15 35 5.2 +5.8
IWM iShares Russell 2000 ETF 1.5 19 31 4.1 +4.7
VTWO Vanguard Russell 2000 ETF 1.5 7 43 4.1 +4.7
CGUS Capital Group Core Equity ETF 1.5 33 17 4.2 +4.8
FLV American Century Focused Large Cap Value ETF 1.5 42 8 6.6 +7.2
ETHO Etho Climate Leadership U.S. ETF 1.5 47 3 5.2 +5.8
JGRW Jensen Quality Growth ETF 1.5 57 -7 4.5 +5.1
BGRO iShares Large Cap Growth Active ETF 1.5 55 -5 3.0 +3.6
TMFC Motley Fool 100 Index ETF 1.5 50 0 3.3 +3.9
QNXT iShares Nasdaq-100 ex Top 30 ETF 1.4 20 30 4.2 +4.7
ROSC Hartford Multifactor Small Cap ETF 1.4 34 16 9.3 +9.9
QQQS Invesco NASDAQ Future Gen 200 ETF 1.4 20 30 -3.6 -3.0
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.4 25 25 5.2 +5.8
PWB Invesco Large Cap Growth ETF 1.4 56 -6 3.0 +3.6
LRNZ TrueShares Technology, AI & Deep Learning ETF 1.4 69 -19 -0.6 -0.0
JGRO JPMorgan Active Growth ETF 1.4 44 6 3.3 +3.8
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.4 20 30 4.5 +5.1
BLES Inspire Global Hope ETF 1.4 61 -11 6.7 +7.2
VXF Vanguard Extended Market ETF 1.4 5 45 4.6 +5.1
MODL VictoryShares WestEnd U.S. Sector ETF 1.4 42 8 4.4 +5.0
JPEF JPMorgan Equity Focus ETF 1.4 50 0 4.2 +4.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.4 24 26 7.6 +8.2
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.4 49 1 3.6 +4.1
REVS Columbia Research Enhanced Value ETF 1.4 19 31 7.4 +8.0
QQMG Invesco ESG NASDAQ 100 ETF 1.3 20 30 3.9 +4.5
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.3 12 38 4.4 +5.0
VOE Vanguard Mid-Cap Value ETF 1.3 7 43 7.6 +8.1
SIZE iShares MSCI USA Size Factor ETF 1.3 15 35 6.0 +6.6
STXK Strive Small-Cap ETF 1.3 18 32 5.8 +6.3
EUSA iShares MSCI USA Equal Weighted ETF 1.3 9 41 6.1 +6.7
LRGC AB US Large Cap Strategic Equities ETF 1.3 48 2 4.3 +4.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.3 4 46 6.1 +6.7
FEX First Trust Large Cap Core AlphaDEX Fund 1.3 59 -9 5.8 +6.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.3 15 35 6.0 +6.6
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 1.3 80 -30 4.8 +5.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.3 60 -10 5.5 +6.0
NULC Nuveen ESG Large-Cap ETF 1.3 21 29 4.6 +5.1
FUNL CornerCap Fundametrics Large-Cap ETF 1.3 50 0 7.1 +7.7
ARVR First Trust Indxx Metaverse ETF 1.3 70 -20 3.8 +4.3
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.3 30 20 8.5 +9.1
RFFC ALPS Active Equity Opportunity ETF 1.2 48 2 4.2 +4.8
SCHG Schwab U.S. Large-Cap Growth ETF 1.2 4 46 3.9 +4.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.2 15 35 4.6 +5.2
DTAN Sparkline International Intangible Value ETF 1.2 55 -5 8.4 +9.0
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 1.2 65 -15 4.1 +4.7
SVAL iShares US Small Cap Value Factor ETF 1.2 20 30 10.4 +11.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.2 10 40 5.0 +5.5
SPGP Invesco S&P 500 GARP ETF 1.2 34 16 6.5 +7.1
SCHA Schwab U.S. Small-Cap ETF 1.2 4 46 5.7 +6.3
EDEN iShares MSCI Denmark ETF 1.2 53 -3 7.1 +7.6
QQQ Invesco QQQ Trust Series I 1.2 20 30 3.9 +4.4
ARKQ ARK Autonomous Technology & Robotics ETF 1.2 75 -25 0.3 +0.9
QQQM Invesco NASDAQ 100 ETF 1.2 15 35 3.9 +4.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.2 9 41 4.7 +5.2
PRXG Praxis Impact Large Cap Growth ETF 1.2 36 14 3.5 +4.1
NIXT Research Affiliates Deletions ETF 1.2 9 41 8.5 +9.1
CRTC Xtrackers US National Critical Technologies ETF 1.2 35 15 4.6 +5.2
IWS iShares Russell Mid-Cap Value ETF 1.2 23 27 6.7 +7.3
RSP Invesco S&P 500 Equal Weight ETF 1.2 20 30 6.5 +7.1
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.2 15 35 4.6 +5.2
XJR iShares ESG Screened S&P Small-Cap ETF 1.2 12 38 7.3 +7.9
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.2 15 35 8.7 +9.3
FENI Fidelity Enhanced International ETF 1.1 28 22 6.4 +7.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.1 20 30 5.5 +6.1
FNX First Trust Mid Cap Core AlphaDEX Fund 1.1 60 -10 7.2 +7.8
SDG iShares MSCI Global Sustainable Development Goals ETF 1.1 49 1 5.7 +6.2
HLAL Wahed FTSE USA Shariah ETF 1.1 50 0 4.4 +5.0
ILCG iShares Morningstar Growth ETF 1.1 4 46 3.5 +4.1
PEXL Pacer US Export Leaders ETF 1.1 60 -10 4.3 +4.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.1 39 11 5.2 +5.7
FYX First Trust Small Cap Core AlphaDEX Fund 1.1 61 -11 5.8 +6.3
VUG Vanguard Growth ETF 1.1 4 46 3.9 +4.5
ISCB iShares Morningstar Small-Cap ETF 1.1 4 46 6.1 +6.7
DEUS Xtrackers Russell US Multifactor ETF 1.1 17 33 7.1 +7.7
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.1 35 15 9.5 +10.1
CFA VictoryShares US 500 Volatility Wtd ETF 1.1 35 15 5.9 +6.5
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.1 40 10 5.9 +6.5
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.1 29 21 4.5 +5.0
FFOX FundX Future Fund Opportunities ETF 1.1 100 -50 4.2 +4.7
TMAT Main Thematic Innovation ETF 1.1 164 -114 -1.5 -0.9
HAPI Harbor Human Capital Factor US Large Cap ETF 1.1 36 14 4.7 +5.3
IJR iShares Core S&P Small Cap ETF 1.1 6 44 7.5 +8.1
HLGE Hartford Longevity Economy ETF 1.1 44 6 -0.4 +0.2
ONEQ Fidelity Nasdaq Composite Index ETF 1.1 21 29 3.5 +4.1
SMLF iShares U.S. SmallCap Equity Factor ETF 1.0 15 35 5.8 +6.3
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.0 55 -5 10.2 +10.7
ESIX SPDR S&P SmallCap 600 ESG ETF 1.0 12 38 8.0 +8.6
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.0 15 35 7.8 +8.3
VB Vanguard Small-Cap ETF 1.0 5 45 6.1 +6.6
XMAG Defiance Large Cap ex-Mag 7 ETF 1.0 35 15 5.0 +5.6
AFMC First Trust Active Factor Mid Cap ETF 1.0 65 -15 8.4 +9.0
FSMD Fidelity Small-Mid Multifactor ETF 1.0 15 35 7.1 +7.7
GLBL Pacer MSCI World Industry Advantage ETF 1.0 65 -15 3.9 +4.5
VIOO Vanguard S&P Small-Cap 600 ETF 1.0 7 43 7.5 +8.1
EQWL Invesco S&P 100 Equal Weight ETF 1.0 25 25 6.1 +6.6
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.0 3 47 7.5 +8.1
JHMM John Hancock Multifactor Mid Cap ETF 1.0 42 8 6.3 +6.9
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.0 20 30 7.7 +8.3
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.0 45 5 4.2 +4.8
XJH iShares ESG Screened S&P Mid-Cap ETF 1.0 12 38 7.1 +7.7
IWF iShares Russell 1000 Growth ETF 1.0 19 31 4.2 +4.8
VONG Vanguard Russell 1000 Growth ETF 1.0 7 43 4.3 +4.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.0 17 33 5.6 +6.1
ADME Aptus Drawdown Managed Equity ETF 1.0 79 -29 4.0 +4.6
USXF iShares ESG Advanced MSCI USA ETF 0.9 10 40 4.5 +5.1
YOKE Yoke Core ETF 0.9 42 8 4.4 +5.0
ROE Astoria US Quality Kings ETF 0.9 49 1 6.4 +7.0
XDAT Franklin Exponential Data ETF 0.9 50 0 2.1 +2.7
SPXT ProShares S&P 500 Ex-Technology ETF 0.9 9 41 5.5 +6.1
DFSU Dimensional US Sustainability Core 1 ETF 0.9 18 32 5.2 +5.8
SMAP Amplify Small-Mid Cap Equity ETF 0.9 60 -10 5.5 +6.1
FSST Fidelity Sustainable U.S. Equity ETF 0.9 59 -9 4.2 +4.8
VFQY Vanguard U.S. Quality Factor ETF 0.9 13 37 6.3 +6.9
STXM Strive Mid-Cap ETF 0.9 18 32 6.1 +6.7
IUSG iShares Core S&P U.S. Growth ETF 0.9 4 46 4.0 +4.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.9 15 35 4.7 +5.3
IPO Renaissance IPO ETF 0.9 60 -10 3.6 +4.1
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.9 15 35 7.3 +7.9
FNDA Schwab Fundamental US Small Co. Index ETF 0.9 25 25 8.3 +8.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.9 60 -10 3.9 +4.5
SFYX SoFi Next 500 ETF 0.9 0 50 5.7 +6.2
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.9 80 -30 8.5 +9.1
EQAL Invesco Russell 1000 Equal Weight ETF 0.9 20 30 6.7 +7.3
MDY SPDR S&P Midcap 400 ETF Trust 0.9 24 26 7.2 +7.7
NANC Unusual Whales Subversive Democratic Trading ETF 0.9 75 -25 3.5 +4.1
ACVF American Conservative Values ETF 0.9 75 -25 4.3 +4.9
IJH iShares Core S&P Mid-Cap ETF 0.9 5 45 7.3 +7.9
ESGV Vanguard ESG U.S. Stock ETF 0.9 9 41 4.5 +5.1
IVW iShares S&P 500 Growth ETF 0.8 18 32 3.8 +4.4
VOOG Vanguard S&P 500 Growth ETF 0.8 7 43 3.9 +4.5
SPYG SPDR Portfolio S&P 500 Growth ETF 0.8 4 46 4.0 +4.5
JHML John Hancock Multifactor Large Cap ETF 0.8 29 21 5.2 +5.8
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.8 35 15 7.8 +8.4
OGIG ALPS O'Shares Global Internet Giants ETF 0.8 48 2 1.5 +2.1
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 0.8 49 1 3.6 +4.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.8 14 36 4.7 +5.3
SGLC SGI U.S. Large Cap Core ETF 0.8 85 -35 3.9 +4.5
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.8 3 47 7.4 +7.9
IVOO Vanguard S&P Mid-Cap 400 ETF 0.8 7 43 7.4 +8.0
ONEO SPDR Russell 1000 Momentum Focus ETF 0.8 20 30 7.0 +7.6
ALTL Pacer Lunt Large Cap Alternator ETF 0.8 60 -10 3.9 +4.5
PSET Principal Quality ETF 0.8 15 35 5.3 +5.9
COWZ Pacer US Cash Cows 100 ETF 0.8 49 1 9.4 +10.0
DFAS Dimensional U.S. Small Cap ETF 0.8 26 24 6.4 +6.9
MGK Vanguard Mega Cap Growth ETF 0.8 7 43 3.9 +4.5
WCEO Hypatia Women CEO ETF 0.8 85 -35 3.8 +4.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.8 19 31 5.2 +5.8
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.8 35 15 7.1 +7.7
RECS Columbia Research Enhanced Core ETF 0.8 15 35 5.5 +6.1
EWA iShares MSCI Australia ETF 0.8 50 0 5.6 +6.2
SPMV Invesco S&P 500 Minimum Variance ETF 0.8 10 40 5.3 +5.9
IMCV iShares Morningstar Mid-Cap Value ETF 0.8 6 44 8.1 +8.6
STXG Strive 1000 Growth ETF 0.8 18 32 3.7 +4.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.8 11 39 4.7 +5.3
QLC FlexShares US Quality Large Cap Index Fund 0.8 25 25 5.1 +5.7
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.8 60 -10 1.9 +2.5
DFLV Dimensional US Large Cap Value ETF 0.7 22 28 7.7 +8.3
FTA First Trust Large Cap Value AlphaDEX Fund 0.7 59 -9 8.9 +9.5
ESGU iShares ESG Aware MSCI USA ETF 0.7 15 35 4.6 +5.1
DSPY Tema S&P 500 Historical Weight ETF 0.7 18 32 5.0 +5.6
RAYD Rayliant Quantitative Developed Market Equity ETF 0.7 80 -30 4.4 +4.9
FLAU Franklin FTSE Australia ETF 0.7 9 41 6.0 +6.6
JMOM JPMorgan U.S. Momentum Factor ETF 0.7 12 38 4.4 +5.0
ULVM VictoryShares US Value Momentum ETF 0.7 20 30 7.2 +7.7
SSPY Syntax Stratified LargeCap ETF 0.7 30 20 6.6 +7.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.7 2 48 4.7 +5.3
VOTE TCW Transform 500 ETF 0.7 5 45 4.7 +5.3
SHUS Syntax Stratified U.S. Total Market Hedged ETF 0.7 65 -15 6.3 +6.9
IWY iShares Russell Top 200 Growth ETF 0.7 20 30 4.4 +4.9
DFUS Dimensional U.S. Equity ETF 0.7 9 41 4.6 +5.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.7 3 47 4.7 +5.3
ISMD Inspire Small/Mid Cap ETF 0.7 54 -4 5.5 +6.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.7 7 43 4.6 +5.2
SPXN ProShares S&P 500 Ex-Financials ETF 0.7 9 41 4.7 +5.3
VTI Vanguard Total Stock Market ETF 0.7 3 47 4.7 +5.3
VTHR Vanguard Russell 3000 ETF 0.7 7 43 4.7 +5.3
IWV iShares Russell 3000 ETF 0.7 20 30 4.6 +5.2
BKLC BNY Mellon US Large Cap Core Equity ETF 0.7 0 50 4.7 +5.3
SPHB Invesco S&P 500 High Beta ETF 0.7 25 25 4.3 +4.9
QDEF FlexShares Quality Dividend Defensive Index Fund 0.7 37 13 5.9 +6.5
XVV iShares ESG Screened S&P 500 ETF 0.7 8 42 4.6 +5.2
DWMF WisdomTree International Multifactor Fund 0.7 38 12 7.1 +7.6
IYY iShares Dow Jones U.S. ETF 0.7 20 30 4.6 +5.2
INRO iShares U.S. Industry Rotation Active ETF 0.7 42 8 4.1 +4.7
VV Vanguard Large-Cap ETF 0.7 4 46 4.7 +5.2
ILCB iShares Morningstar U.S. Equity ETF 0.7 3 47 4.7 +5.2
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.7 25 25 7.8 +8.4
QDF FlexShares Quality Dividend Index Fund 0.7 37 13 6.0 +6.6
VONE Vanguard Russell 1000 ETF 0.7 7 43 4.8 +5.3
IWB iShares Russell 1000 ETF 0.7 15 35 4.7 +5.3
TOV JLens 500 Jewish Advocacy U.S. ETF 0.7 18 32 4.4 +5.0
DCOR Dimensional US Core Equity 1 ETF 0.7 14 36 5.3 +5.8
SFY SoFi Select 500 ETF 0.7 0 50 4.2 +4.8
ITEQ BlueStar Israel Technology ETF 0.6 75 -25 1.6 +2.2
ACTV LeaderShares Activist Leaders ETF 0.6 75 -25 5.6 +6.1
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.6 3 47 5.0 +5.5
SCHB Schwab U.S. Broad Market ETF 0.6 3 47 4.8 +5.4
SKYY First Trust Cloud Computing ETF 0.6 60 -10 2.6 +3.2
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.6 20 30 4.5 +5.1
EGUS iShares ESG Aware MSCI USA Growth ETF 0.6 18 32 3.8 +4.3
THRO iShares U.S. Thematic Rotation Active ETF 0.6 90 -40 3.9 +4.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.6 25 25 5.5 +6.1
PBUS Invesco MSCI USA ETF 0.6 4 46 4.7 +5.3
ITAN Sparkline Intangible Value ETF 0.6 50 0 6.3 +6.9
SPXE ProShares S&P 500 Ex-Energy ETF 0.6 9 41 4.6 +5.2
NULG Nuveen ESG Large-Cap Growth ETF 0.6 26 24 3.3 +3.9
IVV iShares Core S&P 500 ETF 0.6 3 47 4.8 +5.4
SPLG SPDR Portfolio S&P 500 ETF 0.6 2 48 4.8 +5.4
SPY SPDR S&P 500 ETF Trust 0.6 9 41 4.7 +5.3
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.6 55 -5 4.7 +5.2
VOO Vanguard S&P 500 ETF 0.6 3 47 4.8 +5.4
QUS SPDR MSCI USA StrategicFactors ETF 0.6 15 35 5.6 +6.2
STRV Strive 500 ETF 0.6 5 45 4.6 +5.2
DFAU Dimensional US Core Equity Market ETF 0.6 12 38 4.9 +5.4
SCHK Schwab 1000 Index ETF 0.6 5 45 4.8 +5.4
TPSC Timothy Plan US Small Cap Core ETF 0.6 52 -2 6.9 +7.5
KOKU Xtrackers MSCI Kokusai Equity ETF 0.6 9 41 5.0 +5.6
EES WisdomTree U.S. SmallCap Fund 0.6 38 12 8.8 +9.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.6 7 43 6.0 +6.5
VFMF Vanguard U.S. Multifactor ETF 0.6 18 32 7.9 +8.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.6 75 -25 3.9 +4.5
MILN Global X Millennial Consumer ETF 0.6 50 0 3.8 +4.4
FDEV Fidelity International Multifactor ETF 0.6 18 32 7.4 +8.0
SCHX Schwab U.S. Large-Cap ETF 0.6 3 47 4.8 +5.4
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.6 39 11 9.5 +10.1
FBCG Fidelity Blue Chip Growth ETF 0.6 59 -9 2.7 +3.3
LRGF iShares U.S. Equity Factor ETF 0.6 8 42 5.2 +5.8
RVRB Reverb ETF 0.6 30 20 4.4 +5.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.6 10 40 4.2 +4.8
DFAC Dimensional U.S. Core Equity 2 ETF 0.6 17 33 5.4 +6.0
JAVA JPMorgan Active Value ETF 0.6 44 6 6.3 +6.9
AVSC Avantis U.S Small Cap Equity ETF 0.6 25 25 5.5 +6.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.6 20 30 4.9 +5.4
APUE ActivePassive U.S. Equity ETF 0.6 45 5 4.5 +5.0
AFLG First Trust Active Factor Large Cap ETF 0.6 55 -5 6.2 +6.7
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 0.6 19 31 5.8 +6.4
FYT First Trust Small Cap Value AlphaDEX Fund 0.6 73 -23 10.8 +11.3
TOK iShares MSCI Kokusai ETF 0.6 26 24 4.9 +5.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.6 18 32 7.7 +8.3
TTAC FCF US Quality ETF 0.6 59 -9 6.5 +7.1
VEGN US Vegan Climate ETF 0.6 60 -10 4.2 +4.8
AVUS Avantis U.S. Equity ETF 0.6 15 35 5.6 +6.2
FTXH First Trust Nasdaq Pharmaceuticals ETF 0.6 60 -10 10.3 +10.8
KLMN Invesco MSCI North America Climate ETF 0.5 9 41 4.8 +5.4
DSI iShares MSCI KLD 400 Social ETF 0.5 25 25 4.6 +5.2
GSPY Gotham Enhanced 500 ETF 0.5 50 0 5.1 +5.7
KNO AXS Knowledge Leaders ETF 0.5 78 -28 5.9 +6.5
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 0.5 29 21 6.6 +7.2
URTH iShares MSCI World ETF 0.5 24 26 4.9 +5.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.5 12 38 4.9 +5.5
USMF WisdomTree U.S. Multifactor Fund 0.5 28 22 7.2 +7.8
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.5 10 40 4.1 +4.7
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.5 25 25 7.0 +7.6
SIXL ETC 6 Meridian Low Beta Equity ETF 0.5 80 -30 6.2 +6.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.5 9 41 5.1 +5.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.5 29 21 6.3 +6.9
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.5 59 -9 6.2 +6.8
PRXV Praxis Impact Large Cap Value ETF 0.5 36 14 6.5 +7.0
GCOW Pacer Global Cash Cows Dividend ETF 0.5 60 -10 10.9 +11.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.5 20 30 5.4 +6.0
EPP iShares MSCI Pacific ex-Japan ETF 0.5 47 3 5.1 +5.7
EBI Longview Advantage ETF 0.5 35 15 6.4 +7.0
HDUS Hartford Disciplined US Equity ETF 0.5 19 31 5.6 +6.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.5 10 40 4.8 +5.3
FAB First Trust Multi Cap Value AlphaDEX Fund 0.5 67 -17 10.0 +10.5
IAK iShares U.S. Insurance ETF 0.5 40 10 7.3 +7.9
ACWI iShares MSCI ACWI ETF 0.5 32 18 5.3 +5.9
VT Vanguard Total World Stock ETF 0.5 6 44 5.7 +6.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.5 15 35 7.9 +8.5
DSMC Distillate Small/Mid Cash Flow ETF 0.5 55 -5 12.3 +12.9
QWLD SPDR MSCI World StrategicFactors ETF 0.5 30 20 5.8 +6.4
VSLU Applied Finance Valuation Large Cap ETF 0.5 49 1 5.4 +6.0
DXUV Dimensional US Vector Equity ETF 0.5 28 22 6.1 +6.7
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.5 29 21 7.7 +8.3
GLOF iShares Global Equity Factor ETF 0.5 20 30 6.3 +6.8
SPHQ Invesco S&P 500 Quality ETF 0.5 15 35 5.4 +6.0
RDVY First Trust Rising Dividend Achievers ETF 0.5 50 0 6.7 +7.2
OEF iShares S&P 100 ETF 0.5 20 30 4.3 +4.9
DFVX Dimensional US Large Cap Vector ETF 0.5 22 28 6.2 +6.7
DIVI Franklin International Core Dividend Tilt Index ETF 0.5 9 41 7.8 +8.4
XLG Invesco S&P 500 Top 50 ETF 0.5 20 30 3.9 +4.5
AOTG AOT Growth and Innovation ETF 0.5 75 -25 1.6 +2.1
CANC Tema Oncology ETF 0.5 75 -25 -2.5 -1.9
WRND IQ Global Equity R&D Leaders ETF 0.4 18 32 7.7 +8.3
IJS iShares S&P Small-Cap 600 Value ETF 0.4 18 32 9.5 +10.1
EVUS iShares ESG Aware MSCI USA Value ETF 0.4 18 32 6.4 +7.0
SUSL iShares ESG MSCI USA Leaders ETF 0.4 10 40 4.8 +5.3
LRND IQ U.S. Large Cap R&D Leaders ETF 0.4 14 36 5.1 +5.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.4 9 41 5.5 +6.0
EZM WisdomTree U.S. MidCap Fund 0.4 38 12 9.1 +9.7
MGC Vanguard Mega Cap ETF 0.4 7 43 4.5 +5.0
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.4 10 40 9.6 +10.2
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.4 47 3 9.0 +9.6
UIVM VictoryShares International Value Momentum ETF 0.4 35 15 8.9 +9.5
MEDX Horizon Kinetics Medical ETF 0.4 85 -35 1.8 +2.3
GVUS Marketbeta Russell 1000 Value Equity ETF 0.4 12 38 6.4 +7.0
FELV Fidelity Enhanced Large Cap Value ETF 0.4 18 32 6.6 +7.2
QINT American Century Quality Diversified International ETF 0.4 39 11 7.2 +7.7
EPS WisdomTree U.S. LargeCap Fund 0.4 8 42 5.5 +6.1
SLYV SPDR S&P 600 Small Cap Value ETF 0.4 15 35 9.6 +10.2
IWL iShares Russell Top 200 ETF 0.4 15 35 4.4 +5.0
AVSU Avantis Responsible U.S. Equity ETF 0.4 15 35 5.8 +6.4
RAFE PIMCO RAFI ESG U.S. ETF 0.4 29 21 6.8 +7.4
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.4 20 30 6.3 +6.8
DFIV Dimensional International Value ETF 0.4 27 23 9.5 +10.1
DFUV Dimensional US Marketwide Value ETF 0.4 22 28 7.4 +8.0
ROUS Hartford Multifactor US Equity ETF 0.4 19 31 6.9 +7.5
KLMT Invesco MSCI Global Climate 500 ETF 0.4 10 40 5.5 +6.1
IWD iShares Russell 1000 Value ETF 0.4 19 31 6.3 +6.9
VONV Vanguard Russell 1000 Value ETF 0.4 7 43 6.4 +7.0
ISCV iShares Morningstar Small Cap Value ETF 0.4 6 44 9.2 +9.8
SCHM Schwab U.S. Mid-Cap ETF 0.4 4 46 6.6 +7.2
JQUA JPMorgan U.S. Quality Factor ETF 0.4 12 38 5.8 +6.4
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.4 45 5 6.7 +7.3
IUS Invesco RAFI Strategic US ETF 0.4 19 31 6.7 +7.3
TTAI FCF International Quality ETF 0.3 59 -9 7.4 +8.0
IVE iShares S&P 500 Value ETF 0.3 18 32 6.0 +6.6
VOOV Vanguard S&P 500 Value ETF 0.3 7 43 6.1 +6.7
SPYV SPDR Portfolio S&P 500 Value ETF 0.3 4 46 6.2 +6.7
AIQ Global X Artificial Intelligence & Technology ETF 0.3 68 -18 3.3 +3.9
ESGG FlexShares STOXX Global ESG Select Index Fund 0.3 42 8 5.2 +5.8
PATN Pacer Nasdaq International Patent Leaders ETF 0.3 65 -15 5.5 +6.1
QUAL iShares MSCI USA Quality Factor ETF 0.3 15 35 5.3 +5.9
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.3 20 30 6.3 +6.9
JHMD John Hancock Multifactor Developed International ETF 0.3 39 11 7.4 +8.0
OALC OneAscent Large Cap Core ETF 0.3 86 -36 4.0 +4.6
IUSV iShares Core S&P US Value ETF 0.3 4 46 6.3 +6.9
EZU iShares MSCI Eurozone ETF 0.3 52 -2 6.5 +7.1
RWL Invesco S&P 500 Revenue ETF 0.3 39 11 6.6 +7.2
QVML Invesco S&P 500 QVM Multi-factor ETF 0.3 11 39 5.0 +5.6
SURE AdvisorShares Insiders Advantage ETF 0.3 90 -40 9.6 +10.2
VLU SPDR S&P 1500 Value Tilt ETF 0.3 12 38 7.3 +7.9
SUSA iShares MSCI USA ESG Select ETF 0.3 25 25 4.6 +5.2
TAX Cambria Tax Aware ETF 0.3 49 1 4.9 +5.5
VTV Vanguard Value ETF 0.3 4 46 6.8 +7.3
PRF Invesco FTSE RAFI US 1000 ETF 0.3 39 11 6.6 +7.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.3 29 21 8.2 +8.7
TPIF Timothy Plan International ETF 0.3 62 -12 6.1 +6.7
WLDR Affinity World Leaders Equity ETF 0.3 67 -17 7.3 +7.9
GVLU Gotham 1000 Value ETF 0.3 50 0 8.9 +9.5
IWN iShares Russell 2000 Value ETF 0.3 24 26 7.1 +7.7
VTWV Vanguard Russell 2000 Value ETF 0.3 10 40 7.1 +7.7
ISRA VanEck Israel ETF 0.3 59 -9 7.0 +7.5
DFAT Dimensional U.S. Targeted Value ETF 0.3 28 22 9.4 +10.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.3 32 18 4.8 +5.4
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.3 35 15 6.4 +7.0
SMMD iShares Russell 2500 ETF 0.3 15 35 6.0 +6.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.3 19 31 6.2 +6.8
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.3 86 -36 13.3 +13.9
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.3 25 25 7.2 +7.7
IDMO Invesco S&P International Developed Momentum ETF 0.3 25 25 5.3 +5.9
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.3 12 38 4.4 +5.0
DFSV Dimensional US Small Cap Value ETF 0.3 31 19 10.1 +10.7
SNPV Xtrackers S&P 500 Value ESG ETF 0.2 15 35 6.5 +7.1
SAGP Strategas Global Policy Opportunities ETF 0.2 65 -15 5.4 +5.9
KALL KraneShares MSCI All China Index ETF 0.2 49 1 15.1 +15.7
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 25 7.0 +7.6
IWC iShares Micro-Cap ETF 0.2 60 -10 -0.8 -0.2
IVLU iShares MSCI Intl Value Factor ETF 0.2 30 20 10.1 +10.7
CIL VictoryShares International Volatility Wtd ETF 0.2 45 5 6.5 +7.1
IBRN iShares Neuroscience and Healthcare ETF 0.2 47 3 0.0 +0.6
TXS Texas Capital Texas Equity Index ETF 0.2 49 1 5.5 +6.1
STXV Strive 1000 Value ETF 0.2 18 32 7.9 +8.5
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.2 46 4 6.4 +7.0
GOP Unusual Whales Subversive Republican Trading ETF 0.2 50 0 5.3 +5.9
EFG iShares MSCI EAFE Growth ETF 0.2 36 14 4.2 +4.8
DFSI Dimensional International Sustainability Core 1 ETF 0.2 24 26 6.2 +6.8
STXD Strive 1000 Dividend Growth ETF 0.2 35 15 4.7 +5.3
DIHP Dimensional International High Profitability ETF 0.2 29 21 7.0 +7.6
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.2 36 14 6.2 +6.8
FLEE Franklin FTSE Europe ETF 0.2 9 41 7.1 +7.7
JPIN J.P. Morgan Diversified Return International Equity ETF 0.2 37 13 8.2 +8.8
VIGI Vanguard International Dividend Appreciation ETF 0.2 10 40 6.3 +6.9
DXIV Dimensional International Vector Equity ETF 0.2 34 16 7.7 +8.3
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 11 9.5 +10.0
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.2 20 30 6.2 +6.8
GSID Goldman Sachs MarketBeta International Equity ETF 0.2 20 30 6.7 +7.3
BBEU JPMorgan BetaBuilders Europe ETF 0.2 9 41 7.0 +7.6
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 25 9.8 +10.4
INTF iShares International Equity Factor ETF 0.2 15 35 7.4 +8.0
FNDX Schwab Fundamental US Large Co. Index ETF 0.2 25 25 7.0 +7.6
EFA iShares MSCI EAFE ETF 0.2 35 15 6.5 +7.1
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.2 49 1 5.8 +6.4
IEUR iShares Core MSCI Europe ETF 0.2 11 39 7.2 +7.8
AVUQ Avantis U.S. Quality ETF 0.2 15 35 4.2 +4.8
DFJ WisdomTree Japan SmallCap Dividend Fund 0.2 58 -8 7.4 +8.0
DGRW WisdomTree US Quality Dividend Growth Fund 0.2 28 22 5.4 +6.0
VGK Vanguard FTSE Europe ETF 0.2 6 44 7.3 +7.9
IEV iShares Europe ETF 0.2 67 -17 6.7 +7.3
VIG Vanguard Dividend Appreciation ETF 0.2 5 45 5.5 +6.1
DFIS Dimensional International Small Cap ETF 0.2 39 11 7.1 +7.7
SPEU SPDR Portfolio Europe ETF 0.2 7 43 7.3 +7.8
HFXI IQ FTSE International Equity Currency Neutral ETF 0.2 20 30 6.7 +7.3
FLCH Franklin FTSE China ETF 0.2 19 31 15.0 +15.6
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 0.2 58 -8 6.9 +7.5
BKIE BNY Mellon International Equity ETF 0.2 4 46 6.9 +7.5
CZAR Themes Natural Monopoly ETF 0.2 35 15 5.7 +6.2
ILCV iShares Morningstar Value ETF 0.2 4 46 6.2 +6.8
IETC iShares U.S. Tech Independence Focused ETF 0.2 18 32 3.6 +4.2
VUSE Vident U.S. Equity Strategy ETF 0.2 50 0 4.5 +5.1
PFM Invesco Dividend Achievers ETF 0.2 53 -3 5.2 +5.8
SPDW SPDR Portfolio Developed World ex-US ETF 0.2 3 47 6.8 +7.3
DMXF iShares ESG Advanced MSCI EAFE ETF 0.2 12 38 5.3 +5.9
IEFA iShares Core MSCI EAFE ETF 0.2 7 43 6.8 +7.4
IDHQ Invesco S&P International Developed High Quality ETF 0.2 29 21 6.4 +7.0
CALF Pacer US Small Cap Cash Cows 100 ETF 0.2 59 -9 10.7 +11.3
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.2 41 9 7.0 +7.6
EFV iShares MSCI EAFE Value ETF 0.1 34 16 8.9 +9.5
MCHI iShares MSCI China ETF 0.1 59 -9 16.6 +17.1
IBBQ Invesco Nasdaq Biotechnology ETF 0.1 19 31 0.4 +0.9
IDEV iShares Core MSCI International Developed Markets ETF 0.1 4 46 6.8 +7.4
IMTM iShares MSCI Intl Momentum Factor ETF 0.1 30 20 5.4 +6.0
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 20 7.3 +7.9
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.1 24 26 7.4 +8.0
SCHF Schwab International Equity ETF 0.1 6 44 7.0 +7.6
VSGX Vanguard ESG International Stock ETF 0.1 10 40 7.4 +8.0
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 5 8.5 +9.1
FELG Fidelity Enhanced Large Cap Growth ETF 0.1 18 32 4.5 +5.1
IQLT iShares MSCI Intl Quality Factor ETF 0.1 30 20 6.1 +6.7
VEA Vanguard FTSE Developed Markets ETF 0.1 3 47 7.0 +7.6
IPAC iShares Core MSCI Pacific ETF 0.1 9 41 6.1 +6.7
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 1 6.7 +7.3
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 34 16 7.4 +8.0
DFAI Dimensional International Core Equity Market ETF 0.1 18 32 7.0 +7.5
ESGE iShares ESG Aware MSCI EM ETF 0.1 25 25 9.5 +10.1
SNPE Xtrackers S&P 500 ESG ETF 0.1 10 40 4.9 +5.5
NUEM Nuveen ESG Emerging Markets Equity ETF 0.1 36 14 7.4 +8.0
SNPG Xtrackers S&P 500 Growth ESG ETF 0.1 15 35 4.4 +5.0
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.1 18 32 7.7 +8.3
VFVA Vanguard U.S. Value Factor ETF 0.1 13 37 10.9 +11.5
SPMO Invesco S&P 500 Momentum ETF 0.1 13 37 3.5 +4.1
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 25 9.2 +9.8
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.1 30 20 6.9 +7.4
VEU Vanguard FTSE All-World ex-US Index Fund 0.1 4 46 7.8 +8.4
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 11 5.7 +6.2
AVIE Avantis  Inflation Focused Equity ETF 0.1 25 25 7.3 +7.9
IXUS iShares Core MSCI Total International Stock ETF 0.1 7 43 7.6 +8.2
VXUS Vanguard Total International Stock ETF 0.1 5 45 7.6 +8.2
DFIC Dimensional International Core Equity 2 ETF 0.1 23 27 7.3 +7.8
GXC SPDR S&P China ETF 0.1 59 -9 14.6 +15.2
NACP Impact Shares NAACP Minority Empowerment ETF 0.1 49 1 4.5 +5.0
LDEM iShares ESG MSCI EM Leaders ETF 0.1 17 33 13.3 +13.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.1 7 43 4.9 +5.5
VPL Vanguard FTSE Pacific ETF 0.1 7 43 6.5 +7.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.1 8 42 4.8 +5.4
EMXF iShares ESG Advanced MSCI EM ETF 0.1 16 34 8.0 +8.6
BKF iShares MSCI BIC ETF 0.1 69 -19 13.1 +13.7
AVSD Avantis Responsible International Equity ETF 0.1 23 27 5.5 +6.1
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.1 39 11 7.7 +8.3
AVDE Avantis International Equity ETF 0.1 23 27 7.2 +7.8
DLN WisdomTree U.S. LargeCap Dividend Fund 0.1 28 22 5.9 +6.4
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 22 6.2 +6.8
DIM WisdomTree International MidCap Dividend Fund 0.1 58 -8 7.5 +8.1
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.1 42 8 6.9 +7.5
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.1 58 -8 6.9 +7.4
AVDS Avantis International Small Cap Equity ETF 0.1 30 20 7.1 +7.7
DGRO iShares Core Dividend Growth ETF 0.1 8 42 6.4 +7.0
GWX SPDR S&P International Small Cap ETF 0.1 40 10 5.8 +6.4
LQPE PEO AlphaQuest Thematic PE ETF 0.1 125 -75 5.2 +5.8
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 20 7.6 +8.2
FELC Fidelity Enhanced Large Cap Core ETF 0.1 18 32 5.0 +5.6
FLAX Franklin FTSE Asia Ex Japan ETF 0.1 19 31 8.6 +9.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.1 30 20 4.2 +4.8
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.1 66 -16 8.8 +9.4
AVDV Avantis International Small Cap Value ETF 0.1 36 14 9.1 +9.6
DLS WisdomTree International SmallCap Dividend Fund 0.1 58 -8 8.1 +8.7
IQDG WisdomTree International Quality Dividend Growth Fund 0.1 42 8 7.2 +7.8
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.1 15 35 9.6 +10.2
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.0 70 -20 8.6 +9.2
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.0 30 20 9.6 +10.2
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.0 41 9 8.3 +8.9
VFH Vanguard Financials ETF 0.0 9 41 6.5 +7.1
ISCF iShares International SmallCap Equity Factor ETF 0.0 23 27 8.0 +8.6
EEM iShares MSCI Emerging Markets ETF 0.0 69 -19 9.5 +10.1
IQSI IQ Candriam International Equity ETF 0.0 15 35 6.5 +7.0
SCHE Schwab Emerging Markets Equity ETF 0.0 11 39 10.4 +11.0
FNCL Fidelity MSCI Financials Index ETF 0.0 8 42 6.5 +7.1
DXJ WisdomTree Japan Hedged Equity Fund 0.0 48 2 7.0 +7.5
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 41 9.8 +10.4
VWO Vanguard FTSE Emerging Markets ETF 0.0 7 43 9.8 +10.3
PNQI Invesco NASDAQ Internet ETF 0.0 60 -10 3.3 +3.9
VBR Vanguard Small Cap Value ETF 0.0 7 43 9.1 +9.7
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 11 6.6 +7.2
DISV Dimensional International Small Cap Value ETF 0.0 42 8 8.7 +9.3
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 43 10.0 +10.6
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 38 12 8.8 +9.4
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 15 8.8 +9.3
SCHV Schwab U.S. Large-Cap Value ETF 0.0 4 46 6.6 +7.2
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.0 59 -9 8.4 +9.0
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.0 40 10 7.3 +7.8
DWM WisdomTree International Equity Fund 0.0 48 2 7.2 +7.8
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.0 12 38 5.8 +6.4
IGRO iShares International Dividend Growth ETF 0.0 15 35 7.2 +7.8
AVSE Avantis Responsible Emerging Markets Equity ETF 0.0 33 17 8.0 +8.6
AVLV Avantis U.S. Large Cap Value ETF 0.0 15 35 7.7 +8.3
DUHP Dimensional US High Profitability ETF 0.0 21 29 6.3 +6.9
EEMA iShares MSCI Emerging Markets Asia ETF 0.0 49 1 9.4 +10.0

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 -1.0 %
Divided by: Fwd. P/BV 13.3 x
Less: Expense ratio 50 bp
Equals: ALTAR Score -0.6 %
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.