Global X HealthTech ETF
ALTAR
Score™		 -1.6% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 501.2x P/Sales
ratio		 1.9x
P/BV
ratio		 4.8x 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) $39
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 4.8 %
GE HEALTHCARE TECHNOLOGIES INC. 4.7 %
IQVIA HOLDINGS INC 4.5 %
TRANSMEDICS GROUP, INC. 4.5 %
KONINKLIIJKE ELECTRONICS NV 4.1 %
INTUITIVE SURGICAL INC 4.1 %
IRHYTHM TECHNOLOGIES, INC. 4.0 %
ALIBABA HEALTH INFORMATION TECHNOL 4.0 %
RESMED INC 3.9 %
MASIMO CORPORATION 3.8 %
Total 42.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 82.3 %
HONG KONG 4.8 %
NETHERLANDS 4.2 %
AUSTRALIA 3.3 %
DENMARK 2.8 %
BRITAIN 1.5 %
CANADA 0.6 %
SWEDEN 0.5 %



HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-0.6% -0.6% -12.7% -- -8.2%

Market Correlations
versus... Beta R-squared
S&P500 0.94 51%
MSCI EAFE 0.99 41%
MSCI Emg. Mkts. 0.90 38%

Technical Indicators
Recent close $30.07
30d moving avg. $30.24
Annualized volatility 24.0%
Short interest (ETF) 1.3%
Relative strength (RSI) 46

Liquidity measures
Avg. volume (thou.) 13
Turnover 1.0%
Bid/Ask (% of price) 1.86%
ADV underlying (mns) $1,546

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 699 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 50.0 39 11 1.3 +2.9
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 39.2 65 -15 0.6 +2.2
FMED Fidelity Disruptive Medicine ETF 22.9 50 0 -0.6 +1.0
IHI iShares U.S. Medical Devices ETF 21.0 40 10 3.7 +5.3
XHE State Street SPDR S&P Health Care Equipment ETF 20.9 35 15 3.0 +4.6
HTEC ROBO Global Healthcare Technology and Innovation ETF 16.4 68 -18 1.7 +3.2
MDEV First Trust Indxx Medical Devices ETF 15.6 70 -20 4.2 +5.8
PTH Invesco Dorsey Wright Healthcare Momentum ETF 11.0 60 -10 -1.7 -0.1
GDOC Goldman Sachs Future Health Care Equity ETF 10.9 75 -25 2.3 +3.8
RSPH Invesco S&P 500 Equal Weight Health Care ETF 9.5 40 10 6.5 +8.0
XHS State Street SPDR S&P Health Care Services ETF 8.9 35 15 3.5 +5.1
PSCH Invesco S&P SmallCap Health Care ETF 8.5 29 21 3.3 +4.9
IHF iShares U.S. Healthcare Providers ETF 7.2 40 10 7.2 +8.7
MEDI Harbor Health Care ETF 7.2 80 -30 -1.5 +0.0
IYH iShares U.S. Healthcare ETF 7.1 40 10 5.4 +6.9
PINK Simplify Health Care ETF 7.1 50 0 0.6 +2.2
VHT Vanguard Health Care ETF 7.0 9 41 4.8 +6.4
FHLC Fidelity MSCI Health Care Index ETF 6.9 8 42 5.0 +6.6
XLV The Health Care Select Sector SPDR Fund 6.5 8 42 6.1 +7.6
BMED Future Health ETF 6.5 85 -35 0.2 +1.7
MID American Century Mid Cap Growth Impact ETF 6.4 45 5 2.9 +4.4
USRD Themes US R&D Champions ETF 6.2 29 21 4.0 +5.5
SXQG ETC 6 Meridian Quality Growth ETF 6.2 100 -50 3.9 +5.5
DTEC ALPS Disruptive Technologies ETF 5.8 50 0 3.4 +4.9
BBH VanEck Biotech ETF 5.7 35 15 4.2 +5.8
HYP Golden Eagle Dynamic Hypergrowth ETF 5.6 85 -35 -1.1 +0.5
BOTZ Global X Robotics & Artificial Intelligence ETF 5.5 69 -19 1.7 +3.3
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 5.4 60 -10 4.4 +6.0
LFSC F/m Emerald Life Sciences Innovation ETF 5.1 79 -29 0.0 +1.6
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.0 60 -10 3.6 +5.2
RFG Invesco S&P Midcap 400 Pure Growth ETF 5.0 35 15 4.3 +5.9
IXJ iShares Global Healthcare ETF 5.0 42 8 5.6 +7.2
ARKG ARK Genomic Revolution ETF 5.0 75 -25 -6.6 -5.1
HELX Franklin Genomic Advancements ETF 4.9 50 0 -0.4 +1.2
HRTS Tema Heart & Health ETF 4.9 75 -25 1.9 +3.5
FXH First Trust Health Care AlphaDEX Fund 4.9 62 -12 6.9 +8.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 4.8 65 -15 1.6 +3.2
CSD Invesco S&P Spin-Off ETF 4.7 65 -15 3.0 +4.6
SNSR Global X Internet of Things ETF 4.6 68 -18 4.2 +5.7
ANEW ProShares MSCI Transformational Changes ETF 4.5 45 5 4.6 +6.1
DIVE Dana Concentrated Dividend ETF 4.5 65 -15 6.7 +8.2
AGIQ Sofi Agentic AI ETF 4.4 69 -19 1.5 +3.1
IPO Renaissance IPO ETF 4.2 60 -10 2.7 +4.3
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.2 15 35 3.4 +5.0
TMFM Motley Fool Mid-Cap Growth ETF 4.1 85 -35 2.5 +4.1
IGPT Invesco AI and Next Gen Software ETF 4.1 60 -10 3.2 +4.8
NBDS Neuberger Berman Disrupters ETF 4.1 55 -5 0.6 +2.1
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.1 58 -8 3.9 +5.5
SMOT VanEck Morningstar SMID Moat ETF 3.9 49 1 5.8 +7.4
CWS AdvisorShares Focused Equity ETF 3.9 84 -34 4.6 +6.2
AGNG Global X Aging Population ETF 3.9 50 0 3.9 +5.5
CZA Invesco Zacks Mid-Cap ETF 3.9 72 -22 6.7 +8.2
IWFG IQ Winslow Focused Large Cap Growth ETF 3.9 65 -15 2.5 +4.1
FTGS First Trust Growth Strength ETF 3.8 60 -10 3.6 +5.2
AIVI WisdomTree International AI Enhanced Value Fund 3.7 58 -8 6.0 +7.6
XMMO Invesco S&P MidCap Momentum ETF 3.7 34 16 3.7 +5.3
RUNN Running Oak Efficient Growth ETF 3.6 58 -8 4.4 +5.9
BELT iShares Long-Term U.S. Equity Active ETF 3.3 75 -25 2.3 +3.8
GRPM Invesco S&P MidCap 400 GARP ETF 3.3 35 15 6.9 +8.5
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.3 39 11 3.4 +5.0
IWP iShares Russell Mid-Cap Growth ETF 3.2 23 27 2.6 +4.2
FPX First Trust US Equity Opportunities ETF 3.2 61 -11 0.8 +2.4
LRGE ClearBridge Large Cap Growth ESG ETF 3.2 59 -9 3.4 +5.0
RVER Trenchless Fund ETF 3.2 65 -15 2.3 +3.8
PRAY FIS Christian Stock Fund 3.1 69 -19 4.3 +5.8
LOUP Innovator Deepwater Frontier Tech ETF 3.0 70 -20 0.6 +2.2
XDAT Franklin Exponential Data ETF 3.0 50 0 2.0 +3.6
MOTG VanEck Morningstar Global Wide Moat ETF 3.0 52 -2 8.7 +10.2
MVAL VanEck Morningstar Wide Moat Value ETF 3.0 49 1 6.0 +7.6
THNR Amplify Weight Loss Drug & Treatment ETF 3.0 59 -9 5.6 +7.2
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.0 50 0 3.3 +4.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.0 35 15 3.6 +5.2
FYC First Trust Small Cap Growth AlphaDEX Fund 2.9 71 -21 -1.3 +0.3
XITK State Street SPDR FactSet Innovative Technology ETF 2.9 45 5 0.8 +2.3
XMHQ Invesco S&P MidCap Quality ETF 2.9 25 25 5.6 +7.1
VOT Vanguard Mid-Cap Growth ETF 2.9 7 43 3.0 +4.6
ABLS Abacus FCF Small Cap Leaders ETF 2.9 59 -9 5.2 +6.8
JOET Virtus Terranova US Quality Momentum ETF 2.8 29 21 4.2 +5.8
EBIZ Global X E-Commerce ETF 2.8 50 0 3.4 +5.0
RND First Trust Bloomberg R&D Leaders ETF 2.8 60 -10 2.4 +3.9
NUMG Nuveen ESG Mid-Cap Growth ETF 2.8 31 19 2.3 +3.9
CAML Congress Large Cap Growth ETF 2.7 66 -16 2.6 +4.1
ABEQ Absolute Select Value ETF 2.7 85 -35 4.2 +5.8
GINN Goldman Sachs Innovate Equity ETF 2.7 52 -2 3.2 +4.8
TMAT Main Thematic Innovation ETF 2.7 164 -114 -1.5 +0.0
MOAT VanEck Morningstar Wide Moat ETF 2.6 46 4 5.3 +6.9
IQM Franklin Intelligent Machines ETF 2.6 50 0 1.5 +3.0
MOTI VanEck Morningstar International Moat ETF 2.5 58 -8 9.1 +10.7
EWN iShares MSCI Netherlands ETF 2.5 50 0 4.5 +6.1
CSMD Congress SMid Growth ETF 2.5 69 -19 3.1 +4.7
SPIT F/m Emerald Special Situations ETF 2.4 105 -55 -0.9 +0.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.4 58 -8 5.1 +6.6
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.4 40 10 3.2 +4.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.4 52 -2 4.9 +6.5
IWO iShares Russell 2000 Growth ETF 2.4 24 26 0.6 +2.2
RPG Invesco S&P 500 Pure Growth ETF 2.4 35 15 2.6 +4.2
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 2.3 60 -10 8.6 +10.1
PSET Principal Quality ETF 2.3 15 35 4.7 +6.3
CGGR Capital Group Growth ETF 2.3 39 11 2.7 +4.3
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.3 49 1 3.4 +5.0
AVMC Avantis U.S. Mid Cap Equity ETF 2.3 18 32 5.9 +7.5
XT iShares Exponential Technologies ETF 2.3 46 4 4.2 +5.7
SAGP Strategas Global Policy Opportunities ETF 2.3 65 -15 4.6 +6.1
GGRW Gabelli Growth Innovators ETF 2.3 90 -40 1.9 +3.4
KNO AXS Knowledge Leaders ETF 2.3 78 -28 4.9 +6.5
PSC Principal U.S. Small-Cap ETF 2.2 38 12 5.9 +7.4
IMCG iShares Morningstar Mid-Cap Growth ETF 2.2 6 44 3.6 +5.2
FLV American Century Focused Large Cap Value ETF 2.2 42 8 6.1 +7.6
LGRO Level Four Large Cap Growth Active ETF 2.2 55 -5 3.3 +4.9
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.2 95 -45 -0.5 +1.1
DFNV Donoghue Forlines Innovation ETF 2.1 69 -19 3.8 +5.4
POWA Invesco Bloomberg Pricing Power ETF 2.1 40 10 5.0 +6.5
TMFG Motley Fool Global Opportunities ETF 2.1 85 -35 3.6 +5.1
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 2.1 49 1 5.8 +7.4
WDNA WisdomTree BioRevolution Fund 2.1 45 5 -1.9 -0.3
KIE State Street SPDR S&P Insurance ETF 2.1 35 15 6.5 +8.0
PDP Invesco Dorsey Wright Momentum ETF 2.1 62 -12 1.4 +3.0
VBK Vanguard Small-Cap Growth ETF 2.1 7 43 1.5 +3.0
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.0 35 15 3.0 +4.6
VO Vanguard Mid-Cap ETF 2.0 4 46 5.3 +6.9
FDG American Century Focused Dynamic Growth ETF 2.0 45 5 1.6 +3.2
FESM Fidelity Enhanced Small Cap ETF 2.0 28 22 2.8 +4.3
QGRO American Century U.S. Quality Growth ETF 2.0 29 21 3.1 +4.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.0 9 41 3.5 +5.0
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.0 49 1 4.0 +5.5
KWEB KraneShares CSI China Internet ETF 2.0 69 -19 22.3 +23.9
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.0 65 -15 3.0 +4.5
BIBL Inspire 100 ETF 2.0 35 15 4.3 +5.9
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 1.9 15 35 6.4 +7.9
TMFX Motley Fool Next Index ETF 1.9 50 0 2.7 +4.2
CRTC Xtrackers US National Critical Technologies ETF 1.9 35 15 4.1 +5.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.9 64 -14 0.9 +2.4
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.9 20 30 2.6 +4.2
FFOX FundX Future Fund Opportunities ETF 1.9 100 -50 2.7 +4.3
JSTC Adasina Social Justice All Cap Global ETF 1.9 89 -39 4.2 +5.8
RGEF Rockefeller Global Equity ETF 1.9 55 -5 3.9 +5.4
FLDZ RiverNorth Patriot ETF 1.8 75 -25 5.7 +7.2
VTWG Vanguard Russell 2000 Growth ETF 1.8 10 40 0.8 +2.3
FTCS First Trust Capital Strength ETF 1.8 55 -5 4.9 +6.5
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.8 70 -20 1.7 +3.2
QLTY GMO U.S. Quality ETF 1.8 50 0 3.8 +5.4
ROBO ROBO Global Robotics & Automation Index ETF 1.8 95 -45 2.7 +4.2
LOGO Alpha Brands Consumption Leaders ETF 1.8 69 -19 2.6 +4.1
CATH Global X S&P 500 Catholic Values Custom ETF 1.8 29 21 4.0 +5.6
KOCG FIS Knights of Columbus Global Belief ETF 1.7 75 -25 4.4 +6.0
AFSM First Trust Active Factor Small Cap ETF 1.7 75 -25 6.4 +8.0
TMFC Motley Fool 100 Index ETF 1.7 50 0 2.9 +4.5
IWR iShares Russell Midcap ETF 1.7 19 31 5.4 +7.0
QGRW WisdomTree U.S. Quality Growth Fund 1.7 28 22 3.3 +4.9
IBUY Amplify Online Retail ETF 1.6 65 -15 1.4 +2.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.6 39 11 4.3 +5.8
RSSL Global X Russell 2000 ETF 1.6 8 42 3.1 +4.7
JDOC JPMorgan Healthcare Leaders ETF 1.6 65 -15 3.3 +4.9
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.6 59 -9 5.3 +6.8
OPTZ Optimize Strategy Index ETF 1.6 50 0 4.2 +5.7
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.6 10 40 4.7 +6.3
BBC Virtus LifeSci Biotech Clinical Trials ETF 1.6 79 -29 0.0 +1.6
BFOR ALPS Barron's 400 ETF 1.6 65 -15 4.9 +6.5
IJT iShares S&P Small-Cap 600 Growth ETF 1.6 18 32 4.6 +6.2
FYX First Trust Small Cap Core AlphaDEX Fund 1.6 61 -11 5.0 +6.5
FTC First Trust Large Cap Growth AlphaDEX Fund 1.6 59 -9 1.6 +3.1
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.6 43 7 5.1 +6.7
JGRW Jensen Quality Growth ETF 1.5 57 -7 3.7 +5.2
QTOP iShares Nasdaq Top 30 Stocks ETF 1.5 20 30 3.0 +4.5
FDN First Trust Dow Jones Internet Index Fund 1.5 52 -2 2.6 +4.1
FDND FT Vest Dow Jones Internet & Target Income ETF 1.5 75 -25 2.4 +4.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.5 60 -10 4.1 +5.7
CANC Tema Oncology ETF 1.5 75 -25 -2.5 -0.9
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.5 60 -10 3.6 +5.2
SNPV Xtrackers S&P 500 Value ESG ETF 1.5 15 35 6.1 +7.7
SVAL iShares US Small Cap Value Factor ETF 1.5 20 30 7.8 +9.3
PTL Inspire 500 ETF 1.5 9 41 4.7 +6.2
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.5 15 35 4.6 +6.2
IMCB iShares Morningstar Mid-Cap ETF 1.5 4 46 5.5 +7.1
BUZZ VanEck Social Sentiment ETF 1.5 75 -25 -0.8 +0.8
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.5 75 -25 3.9 +5.4
QNXT iShares Nasdaq-100 ex Top 30 ETF 1.5 20 30 4.2 +5.7
IWM iShares Russell 2000 ETF 1.5 19 31 3.1 +4.7
ISHP First Trust Nasdaq Retail ETF 1.4 60 -10 5.1 +6.7
QQQS Invesco NASDAQ Future Gen 200 ETF 1.4 20 30 -4.6 -3.1
STXK Strive Small-Cap ETF 1.4 18 32 5.3 +6.8
VOE Vanguard Mid-Cap Value ETF 1.4 7 43 6.9 +8.4
PWB Invesco Large Cap Growth ETF 1.4 56 -6 1.9 +3.5
FSST Fidelity Sustainable U.S. Equity ETF 1.4 59 -9 3.6 +5.2
FMDE Fidelity Enhanced Mid Cap ETF 1.4 23 27 5.2 +6.7
FFOG Franklin Focused Growth ETF 1.4 61 -11 1.9 +3.5
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.4 20 30 3.7 +5.3
ARKQ ARK Autonomous Technology & Robotics ETF 1.4 75 -25 0.8 +2.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.4 20 30 4.7 +6.3
NUSC Nuveen ESG Small-Cap ETF 1.4 31 19 4.5 +6.0
ETHO Etho Climate Leadership U.S. ETF 1.3 47 3 4.7 +6.2
QQMG Invesco ESG NASDAQ 100 ETF 1.3 20 30 3.3 +4.9
DTAN Sparkline International Intangible Value ETF 1.3 55 -5 7.3 +8.8
NIXT Research Affiliates Deletions ETF 1.3 9 41 7.4 +9.0
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.3 9 41 5.4 +7.0
JHMM John Hancock Multifactor Mid Cap ETF 1.3 42 8 5.4 +7.0
LRGC AB US Large Cap Strategic Equities ETF 1.3 48 2 3.8 +5.4
XBI State Street SPDR S&P Biotech ETF 1.3 35 15 -2.9 -1.4
ARKK ARK Innovation ETF 1.3 75 -25 -2.8 -1.3
RFFC ALPS Active Equity Opportunity ETF 1.3 48 2 3.6 +5.2
HART IQ Healthy Hearts ETF 1.3 45 5 5.4 +7.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.3 24 26 7.3 +8.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.3 65 -15 1.8 +3.3
SDG iShares MSCI Global Sustainable Development Goals ETF 1.3 49 1 4.7 +6.3
SCHG Schwab U.S. Large-Cap Growth ETF 1.3 4 46 3.1 +4.7
FBOT Fidelity Disruptive Automation ETF 1.3 50 0 2.8 +4.3
FDMO Fidelity Momentum Factor ETF 1.3 15 35 3.0 +4.6
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 1.3 80 -30 3.3 +4.9
SIZE iShares MSCI USA Size Factor ETF 1.3 15 35 5.5 +7.1
EUSA iShares MSCI USA Equal Weighted ETF 1.3 9 41 5.5 +7.1
GQQQ Astoria US Quality Growth Kings ETF 1.3 35 15 3.7 +5.2
ISCG iShares Morningstar Small-Cap Growth ETF 1.3 6 44 2.5 +4.1
IBOT Vaneck Robotics ETF 1.3 47 3 3.3 +4.8
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.2 25 25 4.2 +5.8
NUMV Nuveen ESG Mid-Cap Value ETF 1.2 31 19 6.0 +7.6
FDWM Fidelity Women's Leadership ETF 1.2 59 -9 4.2 +5.8
BKSE BNY Mellon US Small Cap Core Equity ETF 1.2 4 46 5.1 +6.6
FUNL CornerCap Fundametrics Large-Cap ETF 1.2 50 0 6.3 +7.9
VTWO Vanguard Russell 2000 ETF 1.2 7 43 3.2 +4.8
CGDV Capital Group Dividend Value ETF 1.2 33 17 4.0 +5.6
XJR iShares ESG Screened S&P Small-Cap ETF 1.2 12 38 6.6 +8.2
CFA VictoryShares US 500 Volatility Wtd ETF 1.2 35 15 5.3 +6.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.2 40 10 5.2 +6.8
LRNZ TrueShares Technology, AI & Deep Learning ETF 1.2 69 -19 -0.7 +0.8
JSML Janus Henderson Small Cap Growth Alpha ETF 1.2 30 20 7.0 +8.6
SPGP Invesco S&P 500 GARP ETF 1.2 34 16 5.7 +7.3
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 1.2 12 38 7.1 +8.7
QQQ Invesco QQQ Trust Series I 1.2 20 30 3.4 +4.9
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.2 12 38 3.7 +5.2
QQQM Invesco NASDAQ 100 ETF 1.2 15 35 3.4 +5.0
VXF Vanguard Extended Market ETF 1.2 5 45 3.9 +5.5
ILCG iShares Morningstar Growth ETF 1.2 4 46 3.0 +4.6
IWS iShares Russell Mid-Cap Value ETF 1.2 23 27 6.3 +7.8
JMOM JPMorgan U.S. Momentum Factor ETF 1.2 12 38 3.9 +5.4
RSP Invesco S&P 500 Equal Weight ETF 1.2 20 30 5.9 +7.4
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.2 15 35 3.9 +5.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.2 25 25 6.9 +8.4
SCHA Schwab U.S. Small-Cap ETF 1.1 4 46 4.9 +6.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.1 39 11 2.7 +4.2
WCLD WisdomTree Cloud Computing Fund 1.1 45 5 1.6 +3.1
CHRI Global X S&P 500 Christian Values ETF 1.1 29 21 4.0 +5.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.1 9 41 4.2 +5.7
HLAL Wahed FTSE USA Shariah ETF 1.1 50 0 3.9 +5.4
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.1 50 0 5.4 +6.9
VUG Vanguard Growth ETF 1.1 4 46 3.3 +4.9
IJR iShares Core S&P Small Cap ETF 1.1 6 44 6.6 +8.2
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.1 10 40 5.0 +6.5
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.1 55 -5 9.2 +10.7
NULG Nuveen ESG Large-Cap Growth ETF 1.1 26 24 2.7 +4.3
BUYZ Franklin Disruptive Commerce ETF 1.1 50 0 2.1 +3.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.1 29 21 3.8 +5.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.1 17 33 5.2 +6.7
EDEN iShares MSCI Denmark ETF 1.0 53 -3 5.2 +6.8
VIOO Vanguard S&P Small-Cap 600 ETF 1.0 7 43 6.6 +8.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.0 10 40 4.5 +6.1
JGRO JPMorgan Active Growth ETF 1.0 44 6 2.9 +4.5
PRXG Praxis Impact Large Cap Growth ETF 1.0 36 14 2.9 +4.4
FCPI Fidelity Stocks for Inflation ETF 1.0 15 35 6.8 +8.4
HAPI Harbor Human Capital Factor US Large Cap ETF 1.0 36 14 4.3 +5.8
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.0 30 20 7.1 +8.6
IJK iShares S&P Mid-Cap 400 Growth ETF 1.0 17 33 4.8 +6.4
BUL Pacer US Cash Cows Growth ETF 1.0 60 -10 4.0 +5.6
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.0 3 47 6.7 +8.2
WCEO Hypatia Women CEO ETF 1.0 85 -35 2.8 +4.4
ADME Aptus Drawdown Managed Equity ETF 1.0 79 -29 3.3 +4.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.0 15 35 6.7 +8.3
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.0 20 30 7.2 +8.8
ROE Astoria US Quality Kings ETF 1.0 49 1 5.6 +7.1
ARVR First Trust Indxx Metaverse ETF 1.0 70 -20 3.5 +5.0
IWF iShares Russell 1000 Growth ETF 1.0 19 31 3.2 +4.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.0 45 5 3.6 +5.2
XMAG Defiance Large Cap ex-Mag 7 ETF 1.0 35 15 4.5 +6.1
HAPS Harbor Human Capital Factor US Small Cap ETF 1.0 60 -10 3.4 +4.9
HEDJ WisdomTree Europe Hedged Equity Fund 1.0 58 -8 5.6 +7.2
EQWL Invesco S&P 100 Equal Weight ETF 1.0 25 25 5.4 +7.0
XOEF iShares S&P 500 ex S&P 100 ETF 1.0 20 30 4.8 +6.3
VONG Vanguard Russell 1000 Growth ETF 1.0 7 43 3.5 +5.1
YNOT Horizon Digital Frontier ETF 1.0 75 -25 2.5 +4.0
FDLS Inspire Fidelis Multi Factor ETF 1.0 76 -26 4.0 +5.5
CSTK Invesco Comstock Contrarian Equity ETF 1.0 35 15 6.0 +7.6
ISCB iShares Morningstar Small-Cap ETF 1.0 4 46 5.1 +6.6
ONEQ Fidelity Nasdaq Composite Index ETF 1.0 21 29 3.1 +4.6
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.9 15 35 4.8 +6.4
GLBL Pacer MSCI World Industry Advantage ETF 0.9 65 -15 3.5 +5.1
SPXT ProShares S&P 500 Ex-Technology ETF 0.9 9 41 4.8 +6.4
KTEC KraneShares Hang Seng TECH Index ETF 0.9 69 -19 17.1 +18.7
SMLF iShares U.S. SmallCap Equity Factor ETF 0.9 15 35 5.2 +6.8
VFMO Vanguard U.S. Momentum Factor ETF 0.9 13 37 2.5 +4.0
DFLV Dimensional US Large Cap Value ETF 0.9 22 28 6.5 +8.0
DFSU Dimensional US Sustainability Core 1 ETF 0.9 18 32 4.6 +6.1
VB Vanguard Small-Cap ETF 0.9 5 45 5.2 +6.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.9 15 35 6.3 +7.9
FMKT The Free Markets ETF 0.9 76 -26 3.9 +5.5
RDVY First Trust Rising Dividend Achievers ETF 0.9 50 0 5.3 +6.9
VOOG Vanguard S&P 500 Growth ETF 0.9 7 43 3.3 +4.9
EQAL Invesco Russell 1000 Equal Weight ETF 0.9 20 30 6.3 +7.9
MGK Vanguard Mega Cap Growth ETF 0.9 7 43 3.4 +5.0
USXF iShares ESG Advanced MSCI USA ETF 0.9 10 40 4.0 +5.5
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 0.9 49 1 2.9 +4.5
COWZ Pacer US Cash Cows 100 ETF 0.9 49 1 7.4 +8.9
OGIG ALPS O'Shares Global Internet Giants ETF 0.9 48 2 1.9 +3.5
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 0.9 65 -15 3.8 +5.4
EGUS iShares ESG Aware MSCI USA Growth ETF 0.9 18 32 3.0 +4.5
DSTL Distillate US Fundamental Stability & Value ETF 0.9 39 11 7.3 +8.9
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.9 35 15 6.3 +7.9
MODL VictoryShares WestEnd U.S. Sector ETF 0.9 42 8 4.0 +5.5
ACVF American Conservative Values ETF 0.9 75 -25 3.7 +5.2
ESGV Vanguard ESG U.S. Stock ETF 0.8 9 41 4.1 +5.7
IUSG iShares Core S&P U.S. Growth ETF 0.8 4 46 3.4 +4.9
ITAN Sparkline Intangible Value ETF 0.8 50 0 5.6 +7.2
SGLC SGI U.S. Large Cap Core ETF 0.8 85 -35 3.3 +4.8
IVW iShares S&P 500 Growth ETF 0.8 18 32 3.2 +4.7
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.8 4 46 3.3 +4.9
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.8 35 15 5.0 +6.6
IWY iShares Russell Top 200 Growth ETF 0.8 20 30 3.3 +4.9
FEX First Trust Large Cap Core AlphaDEX Fund 0.8 59 -9 5.0 +6.6
SMAP Amplify Small-Mid Cap Equity ETF 0.8 60 -10 4.8 +6.3
IMCV iShares Morningstar Mid-Cap Value ETF 0.8 6 44 7.2 +8.8
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.8 20 30 5.7 +7.3
ISMD Inspire Small/Mid Cap ETF 0.8 54 -4 4.6 +6.2
JHML John Hancock Multifactor Large Cap ETF 0.8 29 21 4.6 +6.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.8 15 35 4.2 +5.8
VFQY Vanguard U.S. Quality Factor ETF 0.8 13 37 5.3 +6.9
SPMV Invesco S&P 500 Minimum Variance ETF 0.8 10 40 5.0 +6.5
TOPC iShares S&P 500 3% Capped ETF 0.8 15 35 4.4 +6.0
DSPY Tema S&P 500 Historical Weight ETF 0.8 18 32 4.5 +6.0
FNDA Schwab Fundamental US Small Co. Index ETF 0.8 25 25 6.6 +8.2
SQLV Royce Quant Small-Cap Quality Value ETF 0.8 60 -10 8.4 +9.9
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.8 80 -30 7.8 +9.3
STXG Strive 1000 Growth ETF 0.8 18 32 3.2 +4.7
TPSC Timothy Plan US Small Cap Core ETF 0.8 52 -2 6.1 +7.7
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.8 60 -10 -0.9 +0.7
CVAR Cultivar ETF 0.8 87 -37 6.6 +8.2
AVUQ Avantis U.S. Quality ETF 0.8 15 35 3.5 +5.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.7 75 -25 3.3 +4.9
DFAS Dimensional U.S. Small Cap ETF 0.7 26 24 5.7 +7.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.7 19 31 4.8 +6.4
SPXN ProShares S&P 500 Ex-Financials ETF 0.7 9 41 4.1 +5.7
DEUS Xtrackers Russell US Multifactor ETF 0.7 17 33 6.0 +7.5
AFMC First Trust Active Factor Mid Cap ETF 0.7 65 -15 7.0 +8.6
BLES Inspire Global Hope ETF 0.7 61 -11 6.0 +7.5
VTI Vanguard Total Stock Market ETF 0.7 3 47 4.2 +5.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.7 3 47 4.2 +5.7
IWV iShares Russell 3000 ETF 0.7 20 30 4.1 +5.6
LRGF iShares U.S. Equity Factor ETF 0.7 8 42 4.8 +6.3
SPHB Invesco S&P 500 High Beta ETF 0.7 25 25 4.1 +5.6
VTHR Vanguard Russell 3000 ETF 0.7 7 43 4.2 +5.8
XVV iShares ESG Screened S&P 500 ETF 0.7 8 42 4.1 +5.7
SFY SoFi Select 500 ETF 0.7 0 50 3.8 +5.4
SSPY Syntax Stratified LargeCap ETF 0.7 30 20 5.9 +7.5
DFUS Dimensional U.S. Equity ETF 0.7 9 41 4.1 +5.7
ITEQ BlueStar Israel Technology ETF 0.7 75 -25 1.2 +2.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.7 24 26 6.5 +8.0
TOV JLens 500 Jewish Advocacy U.S. ETF 0.7 18 32 4.0 +5.6
OEI Optimized Equity Income ETF 0.7 75 -25 3.2 +4.8
FNX First Trust Mid Cap Core AlphaDEX Fund 0.7 60 -10 5.9 +7.5
VV Vanguard Large-Cap ETF 0.7 4 46 4.2 +5.7
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.7 15 35 5.0 +6.5
ILCB iShares Morningstar U.S. Equity ETF 0.7 3 47 4.2 +5.7
GXLC Global X U.S. 500 ETF 0.7 2 48 4.2 +5.7
WRND IQ Global Equity R&D Leaders ETF 0.7 18 32 6.5 +8.1
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.7 40 10 4.1 +5.7
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.7 30 20 3.9 +5.4
VONE Vanguard Russell 1000 ETF 0.7 7 43 4.3 +5.8
STXM Strive Mid-Cap ETF 0.7 18 32 5.4 +7.0
IYY iShares Dow Jones U.S. ETF 0.7 20 30 4.1 +5.7
XJH iShares ESG Screened S&P Mid-Cap ETF 0.7 12 38 6.2 +7.7
ISCV iShares Morningstar Small Cap Value ETF 0.7 6 44 7.5 +9.0
IWB iShares Russell 1000 ETF 0.7 15 35 4.2 +5.7
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.7 35 15 6.8 +8.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.7 11 39 4.2 +5.8
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 0.7 29 21 6.0 +7.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.7 4 46 5.1 +6.6
QLC FlexShares US Quality Large Cap Index Fund 0.7 25 25 4.6 +6.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.7 2 48 4.3 +5.9
BKLC BNY Mellon US Large Cap Core Equity ETF 0.7 0 50 4.3 +5.8
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.7 30 20 5.7 +7.2
RNSC Furst Trust Small Cap US Equity Select ETF 0.7 60 -10 4.3 +5.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.6 60 -10 3.3 +4.9
GVLU Gotham 1000 Value ETF 0.6 50 0 8.1 +9.7
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.6 7 43 4.2 +5.7
SPXE ProShares S&P 500 Ex-Energy ETF 0.6 9 41 4.1 +5.7
VOTE TCW Transform 500 ETF 0.6 5 45 4.2 +5.8
AVSC Avantis U.S Small Cap Equity ETF 0.6 25 25 4.5 +6.1
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.6 20 30 4.0 +5.6
SFYX SoFi Next 500 ETF 0.6 0 50 5.0 +6.6
DFAU Dimensional US Core Equity Market ETF 0.6 12 38 4.3 +5.9
VOO Vanguard S&P 500 ETF 0.6 3 47 4.3 +5.8
FSGS First Trust SMID Growth Strength ETF 0.6 60 -10 4.3 +5.9
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.6 3 47 4.4 +6.0
STRV Strive 500 ETF 0.6 5 45 4.1 +5.7
PBUS Invesco MSCI USA ETF 0.6 4 46 4.2 +5.8
IVV iShares Core S&P 500 ETF 0.6 3 47 4.3 +5.8
SCHB Schwab U.S. Broad Market ETF 0.6 3 47 4.3 +5.8
SPY SPDR S&P 500 ETF 0.6 9 41 4.2 +5.7
SPYM State Street SPDR Portfolio S&P 500 ETF 0.6 2 48 4.3 +5.8
RVRB Reverb ETF 0.6 30 20 4.0 +5.5
NANC Unusual Whales Subversive Democratic Trading ETF 0.6 75 -25 2.8 +4.4
ESGU iShares ESG Aware MSCI USA ETF 0.6 15 35 4.2 +5.7
EWA iShares MSCI Australia ETF 0.6 50 0 5.3 +6.9
DCOR Dimensional US Core Equity 1 ETF 0.6 14 36 4.6 +6.2
SKYY First Trust Cloud Computing ETF 0.6 60 -10 2.6 +4.2
FSMD Fidelity Small-Mid Multifactor ETF 0.6 15 35 6.1 +7.6
REVS Columbia Research Enhanced Value ETF 0.6 19 31 6.9 +8.5
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.6 39 11 8.4 +9.9
MDY SPDR S&P Midcap 400 ETF Trust 0.6 24 26 6.1 +7.6
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.6 79 -29 4.8 +6.4
IJH iShares Core S&P Mid-Cap ETF 0.6 5 45 6.2 +7.8
SCHK Schwab 1000 Index ETF 0.6 5 45 4.3 +5.8
SCHX Schwab U.S. Large-Cap ETF 0.6 3 47 4.3 +5.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.6 25 25 4.7 +6.3
IJS iShares S&P Small-Cap 600 Value ETF 0.6 18 32 8.6 +10.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.6 7 43 5.0 +6.5
RAYD Rayliant Quantitative Developed Market Equity ETF 0.6 80 -30 4.5 +6.1
DFAC Dimensional U.S. Core Equity 2 ETF 0.6 17 33 4.7 +6.3
GSPY Gotham Enhanced 500 ETF 0.6 50 0 4.4 +6.0
NULC Nuveen ESG Large-Cap ETF 0.6 21 29 4.4 +6.0
IVOO Vanguard S&P Mid-Cap 400 ETF 0.6 7 43 6.3 +7.8
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.6 20 30 5.4 +7.0
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.6 3 47 6.3 +7.8
TOK iShares MSCI Kokusai ETF 0.6 26 24 4.3 +5.9
EZM WisdomTree U.S. MidCap Fund 0.6 38 12 7.6 +9.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.6 20 30 4.4 +5.9
TTAC FCF US Quality ETF 0.6 59 -9 5.0 +6.6
DXUV Dimensional US Vector Equity ETF 0.6 28 22 5.2 +6.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.6 14 36 4.2 +5.8
KRMA Global X Conscious Companies ETF 0.6 43 7 5.2 +6.8
KLMN Invesco MSCI North America Climate ETF 0.5 9 41 4.3 +5.9
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.5 10 40 3.6 +5.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.5 12 38 4.3 +5.9
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.5 15 35 8.6 +10.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.5 18 32 6.9 +8.5
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.5 10 40 3.7 +5.2
KOKU Xtrackers MSCI Kokusai Equity ETF 0.5 9 41 4.5 +6.1
URTH iShares MSCI World ETF 0.5 24 26 4.4 +5.9
SNPG Xtrackers S&P 500 Growth ESG ETF 0.5 15 35 3.7 +5.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.5 29 21 6.9 +8.5
FLAU Franklin FTSE Australia ETF 0.5 9 41 5.7 +7.3
AVUV Avantis U.S. Small Cap Value ETF 0.5 25 25 8.5 +10.1
DSI iShares MSCI KLD 400 Social ETF 0.5 25 25 4.1 +5.6
QWLD SPDR MSCI World StrategicFactors ETF 0.5 30 20 5.1 +6.6
EBI Longview Advantage ETF 0.5 35 15 5.7 +7.3
RAUS RACWI US ETF 0.5 15 35 4.2 +5.8
OEF iShares S&P 100 ETF 0.5 20 30 3.8 +5.4
GLOF iShares Global Equity Factor ETF 0.5 20 30 5.9 +7.4
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.5 10 40 8.5 +10.1
ACWI iShares MSCI ACWI ETF 0.5 32 18 4.7 +6.3
DFVX Dimensional US Large Cap Vector ETF 0.5 22 28 5.3 +6.8
AFLG First Trust Active Factor Large Cap ETF 0.5 55 -5 5.4 +7.0
VT Vanguard Total World Stock ETF 0.5 6 44 5.1 +6.6
AVUS Avantis U.S. Equity ETF 0.5 15 35 4.9 +6.5
LRND IQ U.S. Large Cap R&D Leaders ETF 0.5 14 36 4.3 +5.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.5 9 41 4.6 +6.2
SPHQ Invesco S&P 500 Quality ETF 0.5 15 35 4.7 +6.2
INRO iShares U.S. Industry Rotation Active ETF 0.5 42 8 4.0 +5.5
EVUS iShares ESG Aware MSCI USA Value ETF 0.5 18 32 5.6 +7.1
XLG Invesco S&P 500 Top 50 ETF 0.5 20 30 3.5 +5.1
IBB iShares Biotechnology ETF 0.5 45 5 -0.3 +1.3
APUE ActivePassive U.S. Equity ETF 0.5 45 5 3.9 +5.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.5 20 30 4.8 +6.3
DFUV Dimensional US Marketwide Value ETF 0.5 22 28 6.4 +7.9
DIVI Franklin International Core Dividend Tilt Index ETF 0.5 9 41 6.8 +8.4
QDEF FlexShares Quality Dividend Defensive Index Fund 0.5 37 13 5.3 +6.9
QDF FlexShares Quality Dividend Index Fund 0.5 37 13 5.5 +7.0
GCOW Pacer Global Cash Cows Dividend ETF 0.4 60 -10 9.4 +11.0
PRXV Praxis Impact Large Cap Value ETF 0.4 36 14 5.8 +7.4
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.4 20 30 5.5 +7.1
IAK iShares U.S. Insurance ETF 0.4 40 10 6.8 +8.3
VFMF Vanguard U.S. Multifactor ETF 0.4 18 32 6.7 +8.2
VSLU Applied Finance Valuation Large Cap ETF 0.4 49 1 4.8 +6.3
BOUT Innovator IBD Breakout Opportunities ETF 0.4 81 -31 4.4 +6.0
MGC Vanguard Mega Cap ETF 0.4 7 43 4.0 +5.5
IWN iShares Russell 2000 Value ETF 0.4 24 26 5.7 +7.2
MEDX Horizon Kinetics Medical ETF 0.4 85 -35 1.2 +2.8
SFTY Horizon Managed Risk ETF 0.4 77 -27 3.5 +5.1
IBBQ Invesco Nasdaq Biotechnology ETF 0.4 19 31 0.1 +1.7
STOX Horizon Core Equity ETF 0.4 70 -20 3.6 +5.1
MILN Global X Millennial Consumer ETF 0.4 50 0 3.5 +5.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.4 9 41 4.8 +6.4
IWL iShares Russell Top 200 ETF 0.4 15 35 3.9 +5.4
DAK Dakota Active Equity ETF 0.4 43 7 3.8 +5.3
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 0.4 19 31 4.9 +6.5
IWC iShares Micro-Cap ETF 0.4 60 -10 -1.3 +0.3
IVE iShares S&P 500 Value ETF 0.4 18 32 5.4 +7.0
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.4 4 46 5.6 +7.1
PEXL Pacer US Export Leaders ETF 0.4 60 -10 3.8 +5.4
SUSL iShares ESG MSCI USA Leaders ETF 0.4 10 40 4.1 +5.7
VTWV Vanguard Russell 2000 Value ETF 0.4 10 40 5.7 +7.3
PATN Pacer Nasdaq International Patent Leaders ETF 0.4 65 -15 4.5 +6.0
EPP iShares MSCI Pacific ex-Japan ETF 0.4 47 3 4.8 +6.4
IUSV iShares Core S&P US Value ETF 0.4 4 46 5.7 +7.2
FBCG Fidelity Blue Chip Growth ETF 0.4 59 -9 2.2 +3.8
FELC Fidelity Enhanced Large Cap Core ETF 0.4 18 32 4.5 +6.1
JHSC John Hancock Multifactor Small Cap ETF 0.4 42 8 5.7 +7.3
AVSU Avantis Responsible U.S. Equity ETF 0.4 15 35 5.0 +6.6
KLMT Invesco MSCI Global Climate 500 ETF 0.4 10 40 4.9 +6.5
AOTG AOT Growth and Innovation ETF 0.4 75 -25 1.5 +3.0
FYT First Trust Small Cap Value AlphaDEX Fund 0.4 73 -23 10.3 +11.8
IWD iShares Russell 1000 Value ETF 0.4 19 31 5.6 +7.1
VONV Vanguard Russell 1000 Value ETF 0.4 7 43 5.7 +7.3
FTA First Trust Large Cap Value AlphaDEX Fund 0.4 59 -9 7.8 +9.3
DFIV Dimensional International Value ETF 0.4 27 23 7.9 +9.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.4 10 40 4.2 +5.7
AIQ Global X Artificial Intelligence & Technology ETF 0.4 68 -18 2.9 +4.5
OALC OneAscent Large Cap Core ETF 0.4 86 -36 3.4 +5.0
RAFE PIMCO RAFI ESG U.S. ETF 0.4 29 21 6.1 +7.7
GVUS Marketbeta Russell 1000 Value Equity ETF 0.4 12 38 5.7 +7.3
FTXH First Trust Nasdaq Pharmaceuticals ETF 0.4 60 -10 6.9 +8.4
WLDR Affinity World Leaders Equity ETF 0.4 67 -17 6.4 +7.9
JQUA JPMorgan U.S. Quality Factor ETF 0.4 12 38 5.1 +6.6
DFSV Dimensional US Small Cap Value ETF 0.4 31 19 9.1 +10.7
VOOV Vanguard S&P 500 Value ETF 0.4 7 43 5.5 +7.1
IUS Invesco RAFI Strategic US ETF 0.4 19 31 5.9 +7.5
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.4 25 25 6.1 +7.7
AVMV Avantis U.S. Mid Cap Value ETF 0.4 20 30 7.6 +9.1
EPS WisdomTree U.S. LargeCap Fund 0.3 8 42 5.0 +6.6
TTAI FCF International Quality ETF 0.3 59 -9 6.5 +8.1
RECS Columbia Research Enhanced Core ETF 0.3 15 35 5.1 +6.6
USMF WisdomTree U.S. Multifactor Fund 0.3 28 22 6.4 +8.0
FELV Fidelity Enhanced Large Cap Value ETF 0.3 18 32 5.9 +7.5
VTV Vanguard Value ETF 0.3 4 46 6.0 +7.6
RWL Invesco S&P 500 Revenue ETF 0.3 39 11 5.9 +7.5
QVML Invesco S&P 500 QVM Multi-factor ETF 0.3 11 39 4.4 +6.0
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.3 12 38 6.5 +8.0
VEGN US Vegan Climate ETF 0.3 60 -10 3.8 +5.4
EZU iShares MSCI Eurozone ETF 0.3 52 -2 5.6 +7.2
JAVA JPMorgan Active Value ETF 0.3 44 6 5.5 +7.0
ROUS Hartford Multifactor US Equity ETF 0.3 19 31 6.0 +7.5
PRF Invesco FTSE RAFI US 1000 ETF 0.3 39 11 5.9 +7.5
LEAD Siren DIVCON Leaders Dividend ETF 0.3 43 7 3.6 +5.2
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.3 47 3 8.1 +9.6
SUSA iShares MSCI USA ESG Select ETF 0.3 25 25 3.9 +5.5
JHMD John Hancock Multifactor Developed International ETF 0.3 39 11 6.4 +7.9
SNPE Xtrackers S&P 500 ESG ETF 0.3 10 40 4.3 +5.8
EES WisdomTree U.S. SmallCap Fund 0.3 38 12 7.6 +9.1
VFVA Vanguard U.S. Value Factor ETF 0.3 13 37 9.4 +10.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.3 15 35 7.0 +8.5
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.3 15 35 5.2 +6.8
CIL VictoryShares International Volatility Wtd ETF 0.3 45 5 5.6 +7.2
GEW Cambria Global EW ETF 0.3 29 21 5.3 +6.9
SCHM Schwab U.S. Mid-Cap ETF 0.3 4 46 6.0 +7.5
QUAL iShares MSCI USA Quality Factor ETF 0.3 15 35 4.4 +5.9
FAB First Trust Multi Cap Value AlphaDEX Fund 0.3 67 -17 8.7 +10.3
IDMO Invesco S&P International Developed Momentum ETF 0.3 25 25 5.1 +6.6
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.3 45 5 6.0 +7.6
JPIN J.P. Morgan Diversified Return International Equity ETF 0.3 37 13 7.1 +8.6
ISRA VanEck Israel ETF 0.2 59 -9 5.7 +7.2
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.2 35 15 5.0 +6.6
GOP Unusual Whales Subversive Republican Trading ETF 0.2 50 0 4.6 +6.1
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 25 6.3 +7.9
STXV Strive 1000 Value ETF 0.2 18 32 7.1 +8.6
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.2 42 8 5.5 +7.1
AIEQ AI Powered Equity ETF 0.2 75 -25 4.0 +5.6
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.2 12 38 3.4 +5.0
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 22 8.7 +10.3
NUEM Nuveen ESG Emerging Markets Equity ETF 0.2 36 14 6.5 +8.0
QINT American Century Quality Diversified International ETF 0.2 39 11 6.0 +7.6
STXD Strive 1000 Dividend Growth ETF 0.2 35 15 4.3 +5.8
FENI Fidelity Enhanced International ETF 0.2 28 22 5.5 +7.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.2 19 31 5.3 +6.9
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 11 8.2 +9.8
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.2 40 10 6.4 +7.9
DWM WisdomTree International Equity Fund 0.2 48 2 6.3 +7.8
ESGG FlexShares STOXX Global ESG Select Index Fund 0.2 42 8 4.7 +6.2
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.2 8 42 4.3 +5.9
EFG iShares MSCI EAFE Growth ETF 0.2 36 14 3.6 +5.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.2 29 21 5.6 +7.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.2 7 43 4.5 +6.0
FNDX Schwab Fundamental US Large Co. Index ETF 0.2 25 25 6.3 +7.9
FLQL Franklin LibertyQ U.S. Equity ETF 0.2 15 35 4.6 +6.1
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.2 25 25 6.3 +7.8
SMMD iShares Russell 2500 ETF 0.2 15 35 5.8 +7.3
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.2 32 18 4.3 +5.9
TAX Cambria Tax Aware ETF 0.2 49 1 5.1 +6.6
IVLU iShares MSCI Intl Value Factor ETF 0.2 30 20 8.5 +10.1
DFSI Dimensional International Sustainability Core 1 ETF 0.2 24 26 5.4 +6.9
ILCV iShares Morningstar Value ETF 0.2 4 46 5.6 +7.2
DOL WisdomTree International LargeCap Dividend Fund 0.2 48 2 6.0 +7.6
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.2 35 15 5.6 +7.2
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.2 20 30 5.4 +6.9
IEUR iShares Core MSCI Europe ETF 0.2 11 39 6.2 +7.8
IEV iShares Europe ETF 0.2 67 -17 5.7 +7.2
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.2 49 1 4.8 +6.4
VGK Vanguard FTSE Europe ETF 0.2 6 44 6.3 +7.8
IJJ iShares S&P Mid-Cap 400 Value ETF 0.2 18 32 7.6 +9.2
BBEU JPMorgan BetaBuilders Europe ETF 0.2 9 41 6.1 +7.7
GQI Natixis Gateway Quality Income ETF 0.2 34 16 4.2 +5.7
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.2 46 4 5.9 +7.5
FLEE Franklin FTSE Europe ETF 0.2 9 41 6.2 +7.7
DXIV Dimensional International Vector Equity ETF 0.2 34 16 6.5 +8.0
SPEU SPDR Portfolio Europe ETF 0.2 7 43 6.2 +7.8
VIG Vanguard Dividend Appreciation ETF 0.2 5 45 4.9 +6.4
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.2 15 35 7.7 +9.2
EFA iShares MSCI EAFE ETF 0.2 35 15 5.7 +7.3
GSID Goldman Sachs MarketBeta International Equity ETF 0.2 20 30 5.8 +7.3
PFM Invesco Dividend Achievers ETF 0.2 53 -3 4.7 +6.2
IETC iShares U.S. Tech Independence Focused ETF 0.2 18 32 2.9 +4.5
DFIS Dimensional International Small Cap ETF 0.2 39 11 6.0 +7.6
VIGI Vanguard International Dividend Appreciation ETF 0.2 10 40 5.7 +7.3
IDHQ Invesco S&P International Developed High Quality ETF 0.2 29 21 5.3 +6.8
BKIE BNY Mellon International Equity ETF 0.2 4 46 5.9 +7.5
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.2 36 14 5.9 +7.4
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 35 6.6 +8.1
MCHI iShares MSCI China ETF 0.1 59 -9 15.4 +16.9
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.1 20 30 4.5 +6.1
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 3 47 5.9 +7.5
EFV iShares MSCI EAFE Value ETF 0.1 34 16 7.7 +9.2
HFXI IQ FTSE International Equity Currency Neutral ETF 0.1 20 30 5.9 +7.5
IEFA iShares Core MSCI EAFE ETF 0.1 7 43 6.0 +7.6
INTF iShares International Equity Factor ETF 0.1 15 35 6.4 +8.0
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 5 7.3 +8.9
DIHP Dimensional International High Profitability ETF 0.1 29 21 5.7 +7.3
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 20 6.4 +7.9
CZAR Themes Natural Monopoly ETF 0.1 35 15 4.9 +6.4
HDUS Hartford Disciplined US Equity ETF 0.1 19 31 5.0 +6.5
FDEV Fidelity International Multifactor ETF 0.1 18 32 6.5 +8.0
TPIF Timothy Plan International ETF 0.1 62 -12 5.3 +6.8
VSGX Vanguard ESG International Stock ETF 0.1 10 40 6.5 +8.1
IDEV iShares Core MSCI International Developed Markets ETF 0.1 4 46 6.0 +7.5
SCHF Schwab International Equity ETF 0.1 6 44 6.1 +7.7
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 1 5.9 +7.5
FELG Fidelity Enhanced Large Cap Growth ETF 0.1 18 32 3.8 +5.4
FLCH Franklin FTSE China ETF 0.1 19 31 14.2 +15.7
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.1 35 15 6.5 +8.0
DMXF iShares ESG Advanced MSCI EAFE ETF 0.1 12 38 4.9 +6.5
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 25 8.0 +9.5
ESGE iShares ESG Aware MSCI EM ETF 0.1 25 25 8.3 +9.8
SPMO Invesco S&P 500 Momentum ETF 0.1 13 37 3.5 +5.1
VEA Vanguard FTSE Developed Markets ETF 0.1 3 47 6.0 +7.6
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 34 16 6.4 +7.9
DFAI Dimensional International Core Equity Market ETF 0.1 18 32 5.9 +7.5
NACP Impact Shares NAACP Minority Empowerment ETF 0.1 49 1 4.0 +5.5
AVDV Avantis International Small Cap Value ETF 0.1 36 14 7.4 +8.9
VUSE Vident U.S. Equity Strategy ETF 0.1 50 0 3.5 +5.1
VEU Vanguard FTSE All-World ex-US Index Fund 0.1 4 46 6.7 +8.3
GXC SPDR S & P China ETF 0.1 59 -9 14.3 +15.9
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.1 15 35 7.8 +9.3
AVIE Avantis  Inflation Focused Equity ETF 0.1 25 25 6.2 +7.7
DLN WisdomTree U.S. LargeCap Dividend Fund 0.1 28 22 5.3 +6.9
LDEM iShares ESG MSCI EM Leaders ETF 0.1 17 33 11.0 +12.6
IXUS iShares Core MSCI Total International Stock ETF 0.1 7 43 6.6 +8.2
VXUS Vanguard Total International Stock ETF 0.1 5 45 6.7 +8.2
IQLT iShares MSCI Intl Quality Factor ETF 0.1 30 20 5.3 +6.8
IPAC iShares Core MSCI Pacific ETF 0.1 9 41 5.6 +7.2
BKF iShares MSCI BIC ETF 0.1 69 -19 11.8 +13.4
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 22 5.6 +7.1
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.1 41 9 6.4 +7.9
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.1 18 32 6.4 +7.9
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 11 5.1 +6.7
TXS Texas Capital Texas Equity Index ETF 0.1 49 1 5.2 +6.7
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.1 30 20 5.9 +7.5
EMXF iShares ESG Advanced MSCI EM ETF 0.1 16 34 7.0 +8.5
DFIC Dimensional International Core Equity 2 ETF 0.1 23 27 6.2 +7.8
DGRO iShares Core Dividend Growth ETF 0.1 8 42 5.8 +7.4
DFE WisdomTree Europe SmallCap Dividend Fund 0.1 58 -8 7.0 +8.6
IMTM iShares MSCI Intl Momentum Factor ETF 0.1 30 20 4.6 +6.2
VPL Vanguard FTSE Pacific ETF 0.1 7 43 5.6 +7.2
AVSD Avantis Responsible International Equity ETF 0.1 23 27 4.6 +6.1
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 20 6.4 +8.0
AVDE Avantis International Equity ETF 0.1 23 27 6.2 +7.8
GWX SPDR S&P International Small Cap ETF 0.1 40 10 5.7 +7.2
VBR Vanguard Small Cap Value ETF 0.1 7 43 7.8 +9.4
DLS WisdomTree International SmallCap Dividend Fund 0.1 58 -8 7.0 +8.6
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.1 39 11 6.6 +8.2
IQSI IQ Candriam International Equity ETF 0.1 15 35 5.6 +7.1
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 11 5.7 +7.2
TEXN iShares Texas Equity ETF 0.0 20 30 5.5 +7.0
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.0 70 -20 7.1 +8.6
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.0 30 20 7.9 +9.4
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.0 41 9 6.9 +8.5
SCHE Schwab Emerging Markets Equity ETF 0.0 11 39 9.3 +10.9
ISCF iShares International SmallCap Equity Factor ETF 0.0 23 27 7.1 +8.7
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.0 24 26 6.3 +7.8
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 -16 7.5 +9.0
DGRW WisdomTree US Quality Dividend Growth Fund 0.0 28 22 4.8 +6.4
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.0 58 -8 5.9 +7.5
VFH Vanguard Financials ETF 0.0 9 41 5.9 +7.4
AVDS Avantis International Small Cap Equity ETF 0.0 30 20 5.7 +7.3
EEM iShares MSCI Emerging Markets ETF 0.0 69 -19 7.8 +9.4
PNQI Invesco NASDAQ Internet ETF 0.0 60 -10 3.1 +4.7
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 41 8.3 +9.8
VWO Vanguard FTSE Emerging Markets ETF 0.0 7 43 8.9 +10.5
FLAX Franklin FTSE Asia Ex Japan ETF 0.0 19 31 7.3 +8.8
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.0 15 35 8.3 +9.8
IQDG WisdomTree International Quality Dividend Growth Fund 0.0 42 8 5.9 +7.5
FNCL Fidelity MSCI Financials Index ETF 0.0 8 42 5.9 +7.4
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 43 9.1 +10.7
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.0 12 38 5.1 +6.7
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 38 12 7.3 +8.9
SCHV Schwab U.S. Large-Cap Value ETF 0.0 4 46 5.9 +7.4
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 15 7.2 +8.8
DUHP Dimensional US High Profitability ETF 0.0 21 29 5.0 +6.6
DISV Dimensional International Small Cap Value ETF 0.0 42 8 7.7 +9.3
JHEM John Hancock Multifactor Emerging Markets ETF 0.0 49 1 8.1 +9.6
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.0 59 -9 7.2 +8.8
AVSE Avantis Responsible Emerging Markets Equity ETF 0.0 33 17 6.8 +8.4
IGRO iShares International Dividend Growth ETF 0.0 15 35 6.2 +7.8
EEMA iShares MSCI Emerging Markets Asia ETF 0.0 49 1 7.7 +9.3
THRO iShares U.S. Thematic Rotation Active ETF 0.0 90 -40 3.1 +4.6

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 4.8 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.