Global X HealthTech ETF
ALTAR
Score™		 -1.5% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 325.7x P/Sales
ratio		 1.7x
P/BV
ratio		 4.1x Div.
yield		 -0.1%


  • 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) $26
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) $20,909
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
OSCAR HEALTH, INC. CLASS A 5.1 %
PRO MEDICUS LIMITED 4.9 %
DEXCOM INC 4.8 %
IQVIA HOLDINGS INC 4.7 %
GE HEALTHCARE TECHNOLOGIES INC. 4.3 %
VEEVA SYSTEMS INC-CLASS A 4.1 %
MASIMO CORPORATION 4.1 %
KONINKLIIJKE ELECTRONICS NV 4.0 %
HIMS & HERS HEALTH, INC. CLASS A 3.9 %
RESMED INC 3.9 %
Total 43.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 81.1 %
AUSTRALIA 6.5 %
NETHERLANDS 4.0 %
DENMARK 3.1 %
HONG KONG 2.7 %
BRITAIN 1.3 %
SWEDEN 0.7 %
SOUTH KOREA 0.5 %



HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-14.3% -20.0% -14.6% -- -10.1%

Market Correlations
versus... Beta R-squared
S&P500 1.16 39%
MSCI EAFE 0.76 28%
MSCI Emg. Mkts. 0.50 21%

Technical Indicators
Recent close $26.05
30d moving avg. $24.96
Annualized volatility 24.0%
Short interest (ETF) 1.3%
Relative strength (RSI) 49

Liquidity measures
Avg. volume (thou.) 8
Turnover 0.8%
Bid/Ask (% of price) 2.53%
ADV underlying (mns) $1,546

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 716 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™: -1.5%


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 40.8 39 11 1.7 +3.2
IHI iShares U.S. Medical Devices ETF 21.0 40 10 5.0 +6.4
XHE State Street SPDR S&P Health Care Equipment ETF 19.6 35 15 3.8 +5.3
FMED Fidelity Disruptive Medicine ETF 17.4 50 0 -1.2 +0.3
MDEV First Trust Indxx Medical Devices ETF 15.9 70 -20 5.1 +6.5
HTEC ROBO Global Healthcare Technology and Innovation ETF 15.1 68 -18 2.4 +3.9
PTH Invesco Dorsey Wright Healthcare Momentum ETF 11.5 60 -10 -1.5 -0.0
XHS State Street SPDR S&P Health Care Services ETF 10.6 35 15 3.5 +5.0
RSPH Invesco S&P 500 Equal Weight Health Care ETF 9.5 40 10 7.3 +8.8
PSCH Invesco S&P SmallCap Health Care ETF 8.2 29 21 2.3 +3.8
IHF iShares U.S. Healthcare Providers ETF 7.0 40 10 6.9 +8.4
GDOC Goldman Sachs Future Health Care Equity ETF 6.5 75 -25 1.0 +2.4
FXH First Trust Health Care AlphaDEX Fund 6.0 62 -12 4.7 +6.2
FHLC Fidelity MSCI Health Care Index ETF 5.9 8 42 5.3 +6.8
FTGS First Trust Growth Strength ETF 5.8 60 -10 3.6 +5.1
USRD Themes US R&D Champions ETF 5.6 29 21 3.8 +5.3
IYH iShares U.S. Healthcare ETF 5.6 40 10 5.8 +7.3
MEDI Harbor Health Care ETF 5.6 80 -30 -1.4 +0.1
BBH VanEck Biotech ETF 5.6 35 15 5.4 +6.9
VHT Vanguard Health Care ETF 5.6 9 41 5.1 +6.6
HYP Golden Eagle Dynamic Hypergrowth ETF 5.6 85 -35 -0.8 +0.7
XLV Health Care Select Sector SPDR 5.5 8 42 6.6 +8.1
TMAT Main Thematic Innovation ETF 5.4 164 -114 -1.9 -0.5
BMED Future Health ETF 5.2 85 -35 1.2 +2.7
ABLS Abacus FCF Small Cap Leaders ETF 5.1 59 -9 4.5 +5.9
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 5.1 60 -10 4.2 +5.7
DTEC ALPS Disruptive Technologies ETF 5.1 50 0 3.7 +5.2
SXQG ETC 6 Meridian Quality Growth ETF 5.1 100 -50 3.0 +4.5
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.0 60 -10 3.7 +5.2
RFG Invesco S&P Midcap 400 Pure Growth ETF 5.0 35 15 4.3 +5.8
TMFM Motley Fool Mid-Cap Growth ETF 4.8 85 -35 2.1 +3.6
SNSR Global X Internet of Things ETF 4.8 68 -18 3.2 +4.6
ARKG ARK Genomic Revolution ETF 4.7 75 -25 -1.3 +0.2
LFSC F/m Emerald Life Sciences Innovation ETF 4.6 79 -29 0.0 +1.5
DIVE Dana Concentrated Dividend ETF 4.6 65 -15 6.9 +8.4
BOTZ Global X Robotics & Artificial Intelligence ETF 4.5 69 -19 1.9 +3.4
IXJ iShares Global Healthcare ETF 4.3 42 8 6.3 +7.7
CSD Invesco S&P Spin-Off ETF 4.3 65 -15 3.4 +4.8
MID American Century Mid Cap Growth Impact ETF 4.1 45 5 3.0 +4.5
RNSC Furst Trust Small Cap US Equity Select ETF 4.1 60 -10 4.6 +6.1
HRTS Tema Heart & Health ETF 4.0 75 -25 2.9 +4.4
TCV Towle Value ETF 3.9 85 -35 9.1 +10.6
CZA Invesco Zacks Mid-Cap ETF 3.9 72 -22 5.8 +7.3
AGNG Global X Aging Population ETF 3.9 50 0 4.3 +5.8
ANEW ProShares MSCI Transformational Changes ETF 3.9 45 5 4.5 +5.9
FSGS First Trust SMID Growth Strength ETF 3.8 60 -10 4.9 +6.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.8 65 -15 1.4 +2.9
HELX Franklin Genomic Advancements ETF 3.8 50 0 -1.4 +0.1
QGRO American Century U.S. Quality Growth ETF 3.8 29 21 3.9 +5.4
IGPT Invesco AI and Next Gen Software ETF 3.7 60 -10 2.2 +3.7
SMOT VanEck Morningstar SMID Moat ETF 3.7 49 1 6.3 +7.8
MBCC Monarch Blue Chips Core ETF 3.7 125 -75 3.6 +5.1
XMMO Invesco S&P MidCap Momentum ETF 3.7 34 16 3.2 +4.7
NBDS Neuberger Berman Disrupters ETF 3.6 55 -5 0.7 +2.2
RUNN Running Oak Efficient Growth ETF 3.6 58 -8 4.9 +6.4
FTCS First Trust Capital Strength ETF 3.6 55 -5 5.6 +7.1
TMFX Motley Fool Next Index ETF 3.5 50 0 2.9 +4.4
AGIQ Sofi Agentic AI ETF 3.5 69 -19 6.9 +8.4
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.5 58 -8 3.1 +4.6
AGIX KraneShares Artificial Intelligence and Technology ETF 3.4 99 -49 1.0 +2.5
CWS AdvisorShares Focused Equity ETF 3.4 84 -34 4.8 +6.2
GRPM Invesco S&P MidCap 400 GARP ETF 3.3 35 15 6.7 +8.2
KIE State Street SPDR S&P Insurance ETF 3.3 35 15 6.8 +8.3
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.3 39 11 3.9 +5.4
MOAT VanEck Morningstar Wide Moat ETF 3.2 46 4 5.6 +7.1
RNIN Bushido Capital US SMID Cap Equity ETF 3.2 70 -20 10.5 +12.0
SFLO VictoryShares Small Cap Free Cash Flow ETF 3.1 49 1 7.9 +9.4
PSC Principal U.S. Small-Cap ETF 3.0 38 12 3.6 +5.0
XMHQ Invesco S&P MidCap Quality ETF 2.9 25 25 5.9 +7.4
ARB AltShares Merger Arbitrage ETF 2.9 77 -27 2.6 +4.1
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.8 49 1 2.8 +4.3
MVAL VanEck Morningstar Wide Moat Value ETF 2.7 49 1 6.3 +7.8
IWP iShares Russell Mid-Cap Growth ETF 2.7 23 27 2.8 +4.3
IPO Renaissance IPO ETF 2.7 60 -10 1.5 +3.0
MOTG VanEck Morningstar Global Wide Moat ETF 2.7 52 -2 7.9 +9.4
NUMG Nuveen ESG Mid-Cap Growth ETF 2.6 31 19 1.8 +3.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.6 50 0 3.5 +4.9
LRGE ClearBridge Large Cap Growth ESG ETF 2.6 59 -9 2.7 +4.2
LOUP Innovator Deepwater Frontier Tech ETF 2.5 70 -20 0.8 +2.3
WDNA WisdomTree BioRevolution Fund 2.5 45 5 -2.2 -0.7
DBSC Deepwater Beachfront Small Cap ETF 2.5 85 -35 1.1 +2.6
MOTI VanEck Morningstar International Moat ETF 2.5 58 -8 10.2 +11.7
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 2.5 35 15 3.3 +4.8
RND First Trust Bloomberg R&D Leaders ETF 2.5 60 -10 2.5 +4.0
AGRW Allspring LT Large Growth ETF 2.4 35 15 3.4 +4.8
RPG Invesco S&P 500 Pure Growth ETF 2.4 35 15 2.4 +3.9
IBUY Amplify Online Retail ETF 2.4 65 -15 2.3 +3.8
GINN Goldman Sachs Innovate Equity ETF 2.3 52 -2 3.7 +5.2
TMFG Motley Fool Global Opportunities ETF 2.3 85 -35 3.7 +5.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.3 52 -2 4.9 +6.4
SAGP Strategas Global Policy Opportunities ETF 2.2 65 -15 4.9 +6.3
PSET Principal Quality ETF 2.2 15 35 4.9 +6.4
DFNV Donoghue Forlines Innovation ETF 2.1 69 -19 3.7 +5.2
POWA Invesco Bloomberg Pricing Power ETF 2.1 40 10 5.8 +7.3
FYC First Trust Small Cap Growth AlphaDEX Fund 2.1 71 -21 -0.6 +0.9
PINK Simplify Health Care ETF 2.1 50 0 0.9 +2.4
KWEB KraneShares CSI China Internet ETF 2.1 69 -19 24.9 +26.4
JDOC JPMorgan Healthcare Leaders ETF 2.1 65 -15 3.5 +5.0
PDP Invesco Dorsey Wright Momentum ETF 2.1 62 -12 1.4 +2.9
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 2.1 60 -10 8.9 +10.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.1 49 1 4.5 +5.9
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.0 35 15 2.9 +4.4
PRAY FIS Christian Stock Fund 2.0 69 -19 3.9 +5.3
EBIZ Global X E-Commerce ETF 2.0 50 0 4.9 +6.4
IWO iShares Russell 2000 Growth ETF 2.0 24 26 0.5 +2.0
EWN iShares MSCI Netherlands ETF 2.0 50 0 4.3 +5.7
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.0 15 35 2.9 +4.4
CGGR Capital Group Growth ETF 1.9 39 11 2.5 +4.0
LGRO Level Four Large Cap Growth Active ETF 1.9 55 -5 3.7 +5.1
CAML Congress Large Cap Growth ETF 1.9 66 -16 2.4 +3.9
FDG American Century Focused Dynamic Growth ETF 1.9 45 5 1.8 +3.2
FLDZ RiverNorth Patriot ETF 1.8 75 -25 5.6 +7.0
GGRW Gabelli Growth Innovators ETF 1.8 90 -40 2.0 +3.5
VOT Vanguard Mid-Cap Growth ETF 1.8 7 43 3.1 +4.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.8 58 -8 5.0 +6.5
JGRW Jensen Quality Growth ETF 1.8 57 -7 4.1 +5.6
XITK State Street SPDR FactSet Innovative Technology ETF 1.8 45 5 0.1 +1.6
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 1.8 15 35 7.4 +8.8
KOCG FIS Knights of Columbus Global Belief ETF 1.7 75 -25 4.5 +5.9
FFOX FundX Future Fund Opportunities ETF 1.7 100 -50 2.4 +3.9
ABOT Abacus FCF Innovation Leaders ETF 1.7 69 -19 3.8 +5.3
VBK Vanguard Small-Cap Growth ETF 1.7 7 43 1.2 +2.7
NIXT Research Affiliates Deletions ETF 1.7 9 41 6.5 +7.9
VTWG Vanguard Russell 2000 Growth ETF 1.7 10 40 0.6 +2.1
ISHP First Trust Nasdaq Retail ETF 1.6 60 -10 5.5 +6.9
SVAL iShares US Small Cap Value Factor ETF 1.6 20 30 7.1 +8.6
GVLU Gotham 1000 Value ETF 1.6 50 0 8.2 +9.7
IWFG IQ Winslow Focused Large Cap Growth ETF 1.6 65 -15 2.2 +3.7
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.6 55 -5 8.7 +10.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.6 9 41 3.6 +5.1
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.6 20 30 0.8 +2.2
SMRI Bushido Capital US Equity ETF 1.6 71 -21 7.4 +8.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.6 39 11 3.4 +4.9
KNO AXS Knowledge Leaders ETF 1.6 78 -28 3.9 +5.4
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.6 15 35 3.6 +5.1
CRTC Xtrackers US National Critical Technologies ETF 1.6 35 15 4.2 +5.7
COWZ Pacer US Cash Cows 100 ETF 1.5 49 1 7.8 +9.3
QLTY GMO U.S. Quality ETF 1.5 50 0 3.9 +5.4
LRND IQ U.S. Large Cap R&D Leaders ETF 1.5 14 36 3.9 +5.4
ROBO ROBO Global Robotics & Automation Index ETF 1.5 95 -45 2.3 +3.8
SQLV Royce Quant Small-Cap Quality Value ETF 1.5 60 -10 7.7 +9.2
FESM Fidelity Enhanced Small Cap ETF 1.5 28 22 2.2 +3.7
CZAR Themes Natural Monopoly ETF 1.5 35 15 5.4 +6.9
FLV American Century Focused Large Cap Value ETF 1.5 42 8 6.0 +7.5
WCLD WisdomTree Cloud Computing Fund 1.5 45 5 1.5 +3.0
IMCG iShares Morningstar Mid-Cap Growth ETF 1.5 6 44 3.3 +4.7
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.5 40 10 3.0 +4.5
AVMC Avantis U.S. Mid Cap Equity ETF 1.5 18 32 5.9 +7.4
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.4 65 -15 3.5 +5.0
DSTL Distillate US Fundamental Stability & Value ETF 1.4 39 11 7.9 +9.4
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.4 50 0 5.6 +7.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.4 60 -10 5.9 +7.4
SPIT F/m Emerald Special Situations ETF 1.4 105 -55 -0.7 +0.8
SAMT Strategas Macro Thematic Opportunities ETF 1.4 65 -15 2.2 +3.7
QQQS Invesco NASDAQ Future Gen 200 ETF 1.4 20 30 -3.6 -2.1
VO Vanguard Mid-Cap ETF 1.4 4 46 20.9 +22.4
PWB Invesco Large Cap Growth ETF 1.4 56 -6 1.9 +3.4
CSMD Congress SMid Growth ETF 1.4 69 -19 3.4 +4.8
JAVA JPMorgan Active Value ETF 1.4 44 6 5.5 +6.9
IJT iShares S&P Small-Cap 600 Growth ETF 1.4 18 32 3.6 +5.0
XT iShares Exponential Technologies ETF 1.4 46 4 3.8 +5.3
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.4 20 30 4.6 +6.0
NUSC Nuveen ESG Small-Cap ETF 1.4 31 19 4.8 +6.3
XBI State Street SPDR S&P Biotech ETF 1.4 35 15 -1.8 -0.3
QQMG Invesco ESG NASDAQ 100 ETF 1.3 20 30 3.1 +4.5
SIZE iShares MSCI USA Size Factor ETF 1.3 15 35 5.4 +6.9
DTAN Sparkline International Intangible Value ETF 1.3 55 -5 7.3 +8.8
EUSA iShares MSCI USA Equal Weighted ETF 1.3 9 41 5.4 +6.9
RSSL Global X Russell 2000 ETF 1.3 8 42 2.6 +4.1
SDG iShares MSCI Global Sustainable Development Goals ETF 1.3 49 1 4.4 +5.9
CATH Global X S&P 500 Catholic Values Custom ETF 1.3 29 21 4.0 +5.5
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 1.3 80 -30 3.5 +4.9
EDEN iShares MSCI Denmark ETF 1.3 53 -3 6.3 +7.8
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.3 10 40 3.5 +5.0
QGRW WisdomTree U.S. Quality Growth Fund 1.3 28 22 2.8 +4.3
BIBL Inspire 100 ETF 1.2 35 15 4.1 +5.6
BBC Virtus LifeSci Biotech Clinical Trials ETF 1.2 79 -29 0.0 +1.5
STXK Strive Small-Cap ETF 1.2 18 32 5.1 +6.5
IWR iShares Russell Midcap ETF 1.2 19 31 5.3 +6.8
ARKQ ARK Autonomous Technology & Robotics ETF 1.2 75 -25 0.9 +2.4
IWM iShares Russell 2000 ETF 1.2 19 31 2.5 +4.0
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.2 9 41 5.1 +6.6
ASCE Allspring SMID Core ETF 1.2 38 12 2.8 +4.2
SPGP Invesco S&P 500 GARP ETF 1.2 34 16 5.7 +7.2
QQQ Invesco QQQ Trust Series I 1.2 20 30 3.1 +4.6
QQQM Invesco NASDAQ 100 ETF 1.2 15 35 3.2 +4.6
FDN First Trust Dow Jones Internet Index Fund 1.2 52 -2 2.7 +4.2
FDND FT Vest Dow Jones Internet & Target Income ETF 1.2 75 -25 2.7 +4.2
SNPV Xtrackers S&P 500 Value ESG ETF 1.2 15 35 5.3 +6.8
RSP Invesco S&P 500 Equal Weight ETF 1.2 20 30 5.8 +7.3
HAPS Harbor Human Capital Factor US Small Cap ETF 1.2 60 -10 3.4 +4.9
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.2 15 35 3.8 +5.3
WCEO Hypatia Women CEO ETF 1.2 85 -35 4.7 +6.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.1 70 -20 2.0 +3.5
ISCG iShares Morningstar Small-Cap Growth ETF 1.1 6 44 2.7 +4.2
JHMM John Hancock Multifactor Mid Cap ETF 1.1 42 8 5.4 +6.8
BFOR ALPS Barron's 400 ETF 1.1 65 -15 4.9 +6.4
BKSE BNY Mellon US Small Cap Core Equity ETF 1.1 4 46 5.1 +6.6
ARKK ARK Innovation ETF 1.1 75 -25 -2.9 -1.4
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.1 79 -29 4.0 +5.5
QNXT iShares Nasdaq-100 ex Top 30 ETF 1.1 20 30 4.0 +5.4
FSST Fidelity Sustainable U.S. Equity ETF 1.1 59 -9 3.5 +4.9
VTWO Vanguard Russell 2000 ETF 1.1 7 43 2.7 +4.2
SRHQ SRH U.S. Quality ETF 1.1 35 15 6.3 +7.7
ARVR First Trust Indxx Metaverse ETF 1.1 70 -20 3.6 +5.1
FUNL CornerCap Fundametrics Large-Cap ETF 1.1 50 0 6.3 +7.7
CFA VictoryShares US 500 Volatility Wtd ETF 1.1 35 15 5.3 +6.8
HART IQ Healthy Hearts ETF 1.1 45 5 5.8 +7.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.1 29 21 4.0 +5.4
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.1 3 47 6.2 +7.7
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.1 40 10 5.2 +6.7
VOE Vanguard Mid-Cap Value ETF 1.1 7 43 6.8 +8.2
PTL Inspire 500 ETF 1.1 9 41 4.4 +5.9
VXF Vanguard Extended Market ETF 1.0 5 45 3.7 +5.1
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.0 17 33 4.8 +6.3
VFLO VictoryShares Free Cash Flow ETF 1.0 39 11 7.2 +8.7
FDLS Inspire Fidelis Multi Factor ETF 1.0 76 -26 3.2 +4.6
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.0 39 11 2.2 +3.7
FPX First Trust US Equity Opportunities ETF 1.0 61 -11 0.8 +2.2
JSTC Adasina Social Justice All Cap Global ETF 1.0 89 -39 4.2 +5.7
IMCB iShares Morningstar Mid-Cap ETF 1.0 4 46 5.1 +6.6
MGMT Ballast Small/Mid Cap ETF 1.0 110 -60 7.2 +8.7
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.0 15 35 6.2 +7.6
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 1.0 49 1 6.4 +7.8
SCHG Schwab U.S. Large-Cap Growth ETF 1.0 4 46 3.4 +4.8
CVAR Cultivar ETF 1.0 87 -37 7.2 +8.7
IQM Franklin Intelligent Machines ETF 1.0 50 0 1.0 +2.5
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.0 20 30 3.9 +5.4
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.0 12 38 3.4 +4.9
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.0 59 -9 4.2 +5.7
EQWL Invesco S&P 100 Equal Weight ETF 1.0 25 25 5.4 +6.8
HEDJ WisdomTree Europe Hedged Equity Fund 1.0 58 -8 5.8 +7.3
FMDE Fidelity Enhanced Mid Cap ETF 1.0 23 27 5.3 +6.8
IJR iShares Core S&P Small Cap ETF 1.0 6 44 6.1 +7.6
CSTK Invesco Comstock Contrarian Equity ETF 1.0 35 15 5.7 +7.2
GPT Intelligent Alpha Atlas ETF 1.0 69 -19 6.1 +7.6
SMLF iShares U.S. SmallCap Equity Factor ETF 0.9 15 35 4.8 +6.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.9 64 -14 1.2 +2.7
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.9 75 -25 6.0 +7.4
FBOT Fidelity Disruptive Automation ETF 0.9 50 0 2.9 +4.4
KTEC KraneShares Hang Seng TECH Index ETF 0.9 69 -19 21.3 +22.8
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 0.9 49 1 7.2 +8.7
MNZL Manzil Russell Halal USA Broad MarketETF 0.9 40 10 3.7 +5.2
VIOO Vanguard S&P Small-Cap 600 ETF 0.9 7 43 6.0 +7.5
LRGC AB US Large Cap Strategic Equities ETF 0.9 48 2 3.8 +5.3
ISCB iShares Morningstar Small-Cap ETF 0.9 4 46 5.3 +6.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.9 15 35 6.0 +7.4
QTOP iShares Nasdaq Top 30 Stocks ETF 0.9 20 30 2.7 +4.2
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.9 55 -5 3.0 +4.5
XOEF iShares S&P 500 ex S&P 100 ETF 0.9 20 30 4.6 +6.1
FNDA Schwab Fundamental US Small Co. Index ETF 0.9 25 25 5.9 +7.4
IBB iShares Biotechnology ETF 0.9 45 5 -0.5 +1.0
JSML Janus Henderson Small Cap Growth Alpha ETF 0.9 30 20 2.5 +4.0
EQAL Invesco Russell 1000 Equal Weight ETF 0.9 20 30 6.0 +7.5
MFVL Motley Fool Value Factor ETF 0.9 50 0 5.8 +7.3
SCHA Schwab U.S. Small-Cap ETF 0.9 4 46 4.2 +5.7
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.9 30 20 7.5 +9.0
LRNZ TrueShares Technology, AI & Deep Learning ETF 0.9 69 -19 -0.8 +0.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.8 24 26 7.0 +8.5
NUMV Nuveen ESG Mid-Cap Value ETF 0.8 31 19 5.5 +6.9
FDWM Fidelity Women's Leadership ETF 0.8 59 -9 3.8 +5.3
TMFC Motley Fool 100 Index ETF 0.8 50 0 3.0 +4.5
OGIG ALPS O'Shares Global Internet Giants ETF 0.8 48 2 2.6 +4.0
CHRI Global X S&P 500 Christian Values ETF 0.8 29 21 3.9 +5.4
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.8 9 41 4.1 +5.6
VB Vanguard Small-Cap ETF 0.8 5 45 5.1 +6.6
DFLV Dimensional US Large Cap Value ETF 0.8 22 28 6.0 +7.5
FFOG Franklin Focused Growth ETF 0.8 61 -11 1.5 +3.0
IWS iShares Russell Mid-Cap Value ETF 0.8 23 27 6.0 +7.4
IBOT Vaneck Robotics ETF 0.8 47 3 3.2 +4.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.8 10 40 4.2 +5.7
DSMC Distillate Small/Mid Cash Flow ETF 0.8 55 -5 10.7 +12.2
ITEQ BlueStar Israel Technology ETF 0.8 75 -25 1.1 +2.5
XJR iShares ESG Screened S&P Small-Cap ETF 0.8 12 38 6.0 +7.4
ETHO Etho Climate Leadership U.S. ETF 0.8 47 3 4.2 +5.7
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.8 12 38 3.6 +5.1
SPMV Invesco S&P 500 Minimum Variance ETF 0.8 10 40 5.3 +6.7
ILCG iShares Morningstar Growth ETF 0.8 4 46 3.0 +4.5
GQQQ Astoria US Quality Growth Kings ETF 0.8 35 15 3.2 +4.7
RFFC ALPS Active Equity Opportunity ETF 0.8 48 2 3.6 +5.1
AVSC Avantis U.S Small Cap Equity ETF 0.8 25 25 4.5 +6.0
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.8 20 30 7.2 +8.7
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.8 60 -10 -0.9 +0.6
AIEQ AI Powered Equity ETF 0.7 75 -25 3.7 +5.1
VUG Vanguard Growth ETF 0.7 4 46 20.8 +22.3
AVUQ Avantis U.S. Quality ETF 0.7 15 35 3.6 +5.1
TPSC Timothy Plan US Small Cap Core ETF 0.7 52 -2 6.5 +8.0
VONG Vanguard Russell 1000 Growth ETF 0.7 7 43 3.6 +5.1
FFF Founders 100 ETF 0.7 75 -25 2.5 +4.0
PRXG Praxis Impact Large Cap Growth ETF 0.7 36 14 3.1 +4.6
ROE Astoria US Quality Kings ETF 0.7 49 1 5.2 +6.7
CHGX AXS Change Finance ESG ETF 0.7 49 1 4.2 +5.7
SMMD iShares Russell 2500 ETF 0.7 15 35 5.3 +6.8
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.7 15 35 4.0 +5.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.7 10 40 4.0 +5.5
ONEQ Fidelity Nasdaq Composite Index ETF 0.7 21 29 2.9 +4.3
SPXT ProShares S&P 500 Ex-Technology ETF 0.7 9 41 4.9 +6.4
HAPI Harbor Human Capital Factor US Large Cap ETF 0.7 36 14 4.1 +5.6
AVMV Avantis U.S. Mid Cap Value ETF 0.7 20 30 7.1 +8.6
IWF iShares Russell 1000 Growth ETF 0.7 19 31 14.6 +16.1
FYX First Trust Small Cap Core AlphaDEX Fund 0.7 61 -11 5.2 +6.6
IJK iShares S&P Mid-Cap 400 Growth ETF 0.7 17 33 4.0 +5.5
SPHB Invesco S&P 500 High Beta ETF 0.7 25 25 3.5 +5.0
JOET Virtus Terranova US Quality Momentum ETF 0.7 29 21 3.8 +5.2
AFSM First Trust Active Factor Small Cap ETF 0.7 75 -25 5.5 +7.0
XMAG Defiance Large Cap ex-Mag 7 ETF 0.7 35 15 4.2 +5.7
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.7 95 -45 -0.6 +0.9
VFQY Vanguard U.S. Quality Factor ETF 0.7 13 37 5.4 +6.9
DARP Grizzle Growth ETF 0.7 75 -25 1.7 +3.1
ACVF American Conservative Values ETF 0.7 75 -25 3.7 +5.2
RDVY First Trust Rising Dividend Achievers ETF 0.7 50 0 5.0 +6.4
AQLT iShares MSCI Global Quality Factor ETF 0.7 18 32 0.0 +1.5
DFAS Dimensional U.S. Small Cap ETF 0.7 26 24 5.4 +6.9
MODL VictoryShares WestEnd U.S. Sector ETF 0.7 42 8 4.1 +5.5
PY Principal Value ETF 0.7 15 35 7.0 +8.5
WRND IQ Global Equity R&D Leaders ETF 0.7 18 32 4.0 +5.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.6 45 5 3.6 +5.1
MGK Vanguard Mega Cap Growth ETF 0.6 7 43 17.0 +18.5
IAK iShares U.S. Insurance ETF 0.6 40 10 7.0 +8.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.6 24 26 5.8 +7.3
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.6 25 25 4.1 +5.6
BLES Inspire Global Hope ETF 0.6 61 -11 5.7 +7.2
JHML John Hancock Multifactor Large Cap ETF 0.6 29 21 4.4 +5.9
ISCV iShares Morningstar Small Cap Value ETF 0.6 6 44 7.6 +9.1
DFSU Dimensional US Sustainability Core 1 ETF 0.6 18 32 4.6 +6.1
PBUS Invesco MSCI USA ETF 0.6 4 46 4.2 +5.7
GLBL Pacer MSCI World Industry Advantage ETF 0.6 65 -15 3.4 +4.9
SSPY Syntax Stratified LargeCap ETF 0.6 30 20 6.1 +7.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.6 4 46 5.5 +7.0
ESGV Vanguard ESG U.S. Stock ETF 0.6 9 41 4.1 +5.6
HLAL Wahed FTSE USA Shariah ETF 0.6 50 0 3.6 +5.1
WISE Themes Generative Artificial Intelligence ETF 0.6 35 15 -0.4 +1.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.6 39 11 7.2 +8.7
ESGG FlexShares STOXX Global ESG Select Index Fund 0.6 42 8 4.0 +5.5
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.6 15 35 4.2 +5.7
USXF iShares ESG Advanced MSCI USA ETF 0.6 10 40 3.7 +5.2
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.6 4 46 3.1 +4.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.6 32 18 3.9 +5.4
ITAN Sparkline Intangible Value ETF 0.6 50 0 5.8 +7.3
IUSG iShares Core S&P U.S. Growth ETF 0.6 4 46 3.1 +4.6
DSPY Tema S&P 500 Historical Weight ETF 0.6 18 32 4.3 +5.8
STXG Strive 1000 Growth ETF 0.6 18 32 3.2 +4.7
MFIG Motley Fool Innovative Growth Factor ETF 0.6 50 0 2.8 +4.2
IVW iShares S&P 500 Growth ETF 0.6 18 32 2.9 +4.4
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.6 35 15 6.2 +7.7
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.6 15 35 5.0 +6.5
JHSC John Hancock Multifactor Small Cap ETF 0.6 42 8 5.9 +7.3
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.6 35 15 6.6 +8.1
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.6 15 35 8.7 +10.2
IMCV iShares Morningstar Mid-Cap Value ETF 0.6 6 44 6.9 +8.4
INRO iShares U.S. Industry Rotation Active ETF 0.6 42 8 3.5 +5.0
WSML iShares MSCI World Small-Cap ETF 0.6 15 35 5.2 +6.7
TOPC iShares S&P 500 3% Capped ETF 0.6 15 35 4.3 +5.8
TTAC FCF US Quality ETF 0.6 59 -9 5.6 +7.1
VOOG Vanguard S&P 500 Growth ETF 0.6 7 43 18.5 +20.0
IJS iShares S&P Small-Cap 600 Value ETF 0.6 18 32 8.6 +10.1
KLMN Invesco MSCI North America Climate ETF 0.5 9 41 4.3 +5.8
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.5 20 30 6.0 +7.5
JGRO JPMorgan Active Growth ETF 0.5 44 6 2.4 +3.9
DEUS Xtrackers Russell US Multifactor ETF 0.5 17 33 6.4 +7.8
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.5 10 40 8.7 +10.2
IWY iShares Russell Top 200 Growth ETF 0.5 20 30 3.6 +5.1
OPTZ Optimize Strategy Index ETF 0.5 50 0 3.3 +4.8
XJH iShares ESG Screened S&P Mid-Cap ETF 0.5 12 38 5.8 +7.3
SPXN ProShares S&P 500 Ex-Financials ETF 0.5 9 41 4.0 +5.5
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 0.5 29 21 7.1 +8.6
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.5 19 31 4.8 +6.2
RVRB Reverb ETF 0.5 30 20 3.8 +5.3
RGEF Rockefeller Global Equity ETF 0.5 55 -5 3.8 +5.3
VTI Vanguard Total Stock Market ETF 0.5 3 47 4.1 +5.6
AVUV Avantis U.S. Small Cap Value ETF 0.5 25 25 7.7 +9.2
DFSV Dimensional US Small Cap Value ETF 0.5 31 19 8.8 +10.2
VTHR Vanguard Russell 3000 ETF 0.5 7 43 4.1 +5.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.5 3 47 4.1 +5.6
FTA First Trust Large Cap Value AlphaDEX Fund 0.5 59 -9 7.6 +9.1
IWV iShares Russell 3000 ETF 0.5 20 30 4.0 +5.5
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.5 3 47 4.3 +5.8
OEI Optimized Equity Income ETF 0.5 75 -25 3.6 +5.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.5 7 43 4.1 +5.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.5 25 25 4.9 +6.3
SNPG Xtrackers S&P 500 Growth ESG ETF 0.5 15 35 3.8 +5.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.5 11 39 4.1 +5.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.5 2 48 4.2 +5.6
BKLC BNY Mellon US Large Cap Core Equity ETF 0.5 0 50 4.1 +5.6
VOTE TCW Transform 500 ETF 0.5 5 45 4.1 +5.6
MDY SPDR S&P Midcap 400 ETF Trust 0.5 23 27 5.8 +7.2
FEX First Trust Large Cap Core AlphaDEX Fund 0.5 59 -9 4.9 +6.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.5 38 12 5.1 +6.6
SPY SPDR S&P 500 ETF 0.5 9 41 4.1 +5.6
SPYM State Street SPDR Portfolio S&P 500 ETF 0.5 2 48 4.3 +5.8
VV Vanguard Large-Cap ETF 0.5 4 46 4.1 +5.6
XVV iShares ESG Screened S&P 500 ETF 0.5 8 42 4.1 +5.6
VONE Vanguard Russell 1000 ETF 0.5 7 43 4.2 +5.7
EQL Alps Equal Sector Weight ETF 0.5 25 25 5.1 +6.6
SUSA iShares MSCI USA ESG Select ETF 0.5 25 25 4.0 +5.4
SPXE ProShares S&P 500 Ex-Energy ETF 0.5 9 41 4.1 +5.6
GXLC Global X U.S. 500 ETF 0.5 2 48 4.1 +5.6
DFAC Dimensional U.S. Core Equity 2 ETF 0.5 17 33 4.6 +6.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.5 20 30 4.2 +5.7
STRV Strive 500 ETF 0.5 5 45 4.1 +5.6
AIVI WisdomTree International AI Enhanced Value Fund 0.5 58 -8 6.2 +7.7
QLC FlexShares US Quality Large Cap Index Fund 0.5 25 25 4.5 +6.0
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.5 3 47 6.0 +7.4
IVOO Vanguard S&P Mid-Cap 400 ETF 0.5 7 43 5.9 +7.4
SPHQ Invesco S&P 500 Quality ETF 0.5 15 35 4.4 +5.9
IVV iShares Core S&P 500 ETF 0.5 3 47 4.2 +5.7
EWA iShares MSCI Australia ETF 0.5 50 0 5.2 +6.7
IJH iShares Core S&P Mid-Cap ETF 0.5 5 45 5.9 +7.4
DFUS Dimensional U.S. Equity ETF 0.5 9 41 4.1 +5.5
IWB iShares Russell 1000 ETF 0.5 15 35 4.1 +5.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.5 7 43 5.2 +6.6
XLG Invesco S&P 500 Top 50 ETF 0.5 20 30 3.6 +5.1
ILCB iShares Morningstar U.S. Equity ETF 0.5 3 47 4.1 +5.6
IYY iShares Dow Jones U.S. ETF 0.5 20 30 4.1 +5.5
SKYY First Trust Cloud Computing ETF 0.5 60 -10 2.8 +4.3
SCHB Schwab U.S. Broad Market ETF 0.5 3 47 4.2 +5.7
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.5 20 30 4.0 +5.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.5 30 20 3.6 +5.1
AOTS AOT Software Platform ETF 0.4 49 1 4.8 +6.3
TOV JLens 500 Jewish Advocacy U.S. ETF 0.4 18 32 3.9 +5.4
LRGF iShares U.S. Equity Factor ETF 0.4 8 42 4.6 +6.1
EGUS iShares ESG Aware MSCI USA Growth ETF 0.4 18 32 3.0 +4.5
BUL Pacer US Cash Cows Growth ETF 0.4 60 -10 3.4 +4.9
DFUV Dimensional US Marketwide Value ETF 0.4 22 28 6.0 +7.5
STXM Strive Mid-Cap ETF 0.4 18 32 5.8 +7.3
DXUV Dimensional US Vector Equity ETF 0.4 28 22 5.2 +6.7
DCOR Dimensional US Core Equity 1 ETF 0.4 14 36 4.6 +6.0
EZM WisdomTree U.S. MidCap Fund 0.4 38 12 7.8 +9.3
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.4 20 30 5.6 +7.1
SGLC SGI U.S. Large Cap Core ETF 0.4 85 -35 3.6 +5.1
KRMA Global X Conscious Companies ETF 0.4 43 7 5.1 +6.6
SIXL ETC 6 Meridian Low Beta Equity ETF 0.4 80 -30 5.9 +7.4
VOO Vanguard S&P 500 ETF 0.4 3 47 4.2 +5.7
SFY SoFi Select 500 ETF 0.4 0 50 3.7 +5.2
GSPY Gotham Enhanced 500 ETF 0.4 50 0 4.4 +5.9
DIVI Franklin International Core Dividend Tilt Index ETF 0.4 9 41 6.5 +7.9
DFAU Dimensional US Core Equity Market ETF 0.4 12 38 4.3 +5.8
SCHK Schwab 1000 Index ETF 0.4 5 45 4.2 +5.7
IWC iShares Micro-Cap ETF 0.4 60 -10 -1.4 +0.1
SCHX Schwab U.S. Large-Cap ETF 0.4 3 47 4.3 +5.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.4 14 36 4.2 +5.6
ISMD Inspire Small/Mid Cap ETF 0.4 54 -4 4.8 +6.3
NULC Nuveen ESG Large-Cap ETF 0.4 21 29 3.9 +5.4
JEPI JPMorgan Equity Premium Income ETF 0.4 35 15 5.1 +6.6
IBBQ Invesco Nasdaq Biotechnology ETF 0.4 19 31 0.3 +1.8
KOKU Xtrackers MSCI Kokusai Equity ETF 0.4 9 41 4.4 +5.8
YNOT Horizon Digital Frontier ETF 0.4 75 -25 2.5 +4.0
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.4 35 15 4.8 +6.3
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.4 43 7 4.7 +6.2
AVUS Avantis U.S. Equity ETF 0.4 15 35 4.7 +6.2
NANC Unusual Whales Subversive Democratic Trading ETF 0.4 75 -25 2.9 +4.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.4 20 30 5.7 +7.2
ARTY iShares Future AI & Tech ETF 0.4 47 3 2.3 +3.8
REVS Columbia Research Enhanced Value ETF 0.4 19 31 6.6 +8.1
MILN Global X Millennial Consumer ETF 0.4 50 0 4.1 +5.6
AVLV Avantis U.S. Large Cap Value ETF 0.4 15 35 5.7 +7.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.4 18 32 6.8 +8.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.4 29 21 6.2 +7.7
HUSV First Trust Horizon Managed Volatility Domestic ETF 0.4 70 -20 4.7 +6.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.4 65 -15 4.5 +6.0
SMCF Themes US Small Cap Cash Flow Champions ETF 0.4 29 21 9.7 +11.2
TOK iShares MSCI Kokusai ETF 0.4 26 24 4.3 +5.7
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.4 60 -10 9.5 +11.0
DFVX Dimensional US Large Cap Vector ETF 0.4 22 28 5.2 +6.7
APUE ActivePassive U.S. Equity ETF 0.4 45 5 3.9 +5.4
ENHU iShares Enhanced Large Cap Core Active ETF 0.4 22 28 4.1 +5.6
KLMT Invesco MSCI Global Climate 500 ETF 0.4 10 40 5.0 +6.5
GCOW Pacer Global Cash Cows Dividend ETF 0.4 60 -10 9.3 +10.7
QDEF FlexShares Quality Dividend Defensive Index Fund 0.4 37 13 5.4 +6.9
URTH iShares MSCI World ETF 0.4 24 26 4.3 +5.8
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.4 8 42 4.4 +5.9
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 0.4 65 -15 4.0 +5.5
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.4 12 38 6.1 +7.6
VSLU Applied Finance Valuation Large Cap ETF 0.4 49 1 4.9 +6.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.4 9 41 4.3 +5.8
QDF FlexShares Quality Dividend Index Fund 0.4 37 13 5.3 +6.8
FTC First Trust Large Cap Growth AlphaDEX Fund 0.4 59 -9 1.7 +3.2
DSI iShares MSCI KLD 400 Social ETF 0.4 25 25 4.1 +5.6
IUS Invesco RAFI Strategic US ETF 0.4 19 31 5.5 +7.0
VTWV Vanguard Russell 2000 Value ETF 0.4 10 40 4.8 +6.3
AVSU Avantis Responsible U.S. Equity ETF 0.4 15 35 4.8 +6.3
ADME Aptus Drawdown Managed Equity ETF 0.3 79 -29 3.3 +4.8
IWN iShares Russell 2000 Value ETF 0.3 24 26 4.7 +6.1
ESGU iShares ESG Aware MSCI USA ETF 0.3 15 35 4.1 +5.6
VT Vanguard Total World Stock ETF 0.3 6 44 5.0 +6.4
TTAI FCF International Quality ETF 0.3 59 -9 6.8 +8.3
USEW Cambria US EW ETF 0.3 30 20 4.1 +5.6
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.3 4 46 5.6 +7.1
QWLD SPDR MSCI World StrategicFactors ETF 0.3 30 20 5.2 +6.7
IVE iShares S&P 500 Value ETF 0.3 18 32 5.5 +7.0
ACWI iShares MSCI ACWI ETF 0.3 32 18 4.6 +6.1
IUSV iShares Core S&P US Value ETF 0.3 4 46 5.8 +7.3
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.3 40 10 3.6 +5.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.3 15 35 5.0 +6.5
EQIN Columbia US Equity Income ETF 0.3 35 15 6.1 +7.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.3 30 20 3.8 +5.2
RAUS RACWI US ETF 0.3 15 35 4.1 +5.6
RWL Invesco S&P 500 Revenue ETF 0.3 39 11 5.7 +7.2
OEF iShares S&P 100 ETF 0.3 20 30 3.8 +5.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.3 12 38 4.4 +5.9
QVML Invesco S&P 500 QVM Multi-factor ETF 0.3 11 39 4.3 +5.8
FLAU Franklin FTSE Australia ETF 0.3 9 41 5.8 +7.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.3 25 25 5.4 +6.9
DFIV Dimensional International Value ETF 0.3 27 23 7.7 +9.2
MEDX Horizon Kinetics Medical ETF 0.3 85 -35 1.5 +2.9
AFMC First Trust Active Factor Mid Cap ETF 0.3 65 -15 6.8 +8.3
VOOV Vanguard S&P 500 Value ETF 0.3 7 43 5.6 +7.1
EPP iShares MSCI Pacific ex-Japan ETF 0.3 47 3 5.0 +6.5
ISRA VanEck Israel ETF 0.3 59 -9 5.8 +7.2
PRF Invesco FTSE RAFI US 1000 ETF 0.3 34 16 5.6 +7.0
JQUA JPMorgan U.S. Quality Factor ETF 0.3 12 38 4.9 +6.4
MGC Vanguard Mega Cap ETF 0.3 7 43 3.9 +5.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 41 4.8 +6.3
GLOF iShares Global Equity Factor ETF 0.3 20 30 5.5 +7.0
CALF Pacer US Small Cap Cash Cows 100 ETF 0.3 59 -9 8.9 +10.4
DAK Dakota Active Equity ETF 0.3 43 7 3.7 +5.2
PRXV Praxis Impact Large Cap Value ETF 0.3 36 14 5.5 +7.0
FNX First Trust Mid Cap Core AlphaDEX Fund 0.3 60 -10 6.1 +7.5
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.3 25 25 7.6 +9.0
RAFE PIMCO RAFI ESG U.S. ETF 0.3 29 21 6.1 +7.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.3 10 40 4.2 +5.7
IWL iShares Russell Top 200 ETF 0.3 15 35 3.9 +5.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.3 20 30 4.7 +6.2
EVUS iShares ESG Aware MSCI USA Value ETF 0.3 18 32 5.6 +7.0
EZU iShares MSCI Eurozone ETF 0.3 52 -2 5.4 +6.9
HEZU iShares Currency Hedged MSCI Eurozone ETF 0.3 53 -3 5.3 +6.8
OALC OneAscent Large Cap Core ETF 0.3 86 -36 3.4 +4.8
VONV Vanguard Russell 1000 Value ETF 0.3 7 43 5.4 +6.9
IDMO Invesco S&P International Developed Momentum ETF 0.3 25 25 5.2 +6.7
SCHM Schwab U.S. Mid-Cap ETF 0.3 4 46 5.6 +7.1
PATN Pacer Nasdaq International Patent Leaders ETF 0.3 65 -15 3.9 +5.4
IWD iShares Russell 1000 Value ETF 0.3 19 31 5.3 +6.8
JHMD John Hancock Multifactor Developed International ETF 0.3 39 11 6.1 +7.6
EPS WisdomTree U.S. LargeCap Fund 0.3 8 42 4.7 +6.2
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 0.3 19 31 5.4 +6.9
NULG Nuveen ESG Large-Cap Growth ETF 0.3 26 24 2.8 +4.3
GVUS Marketbeta Russell 1000 Value Equity ETF 0.3 12 38 5.3 +6.8
FAB First Trust Multi Cap Value AlphaDEX Fund 0.2 67 -17 8.5 +10.0
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.2 45 5 5.4 +6.9
HDUS Hartford Disciplined US Equity ETF 0.2 19 31 4.7 +6.2
AOTG AOT Growth and Innovation ETF 0.2 75 -25 1.2 +2.7
SFTY Horizon Managed Risk ETF 0.2 77 -27 3.5 +4.9
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.2 25 25 6.1 +7.6
AIQ Global X Artificial Intelligence & Technology ETF 0.2 68 -18 2.6 +4.1
VFMF Vanguard U.S. Multifactor ETF 0.2 18 32 6.4 +7.9
VTV Vanguard Value ETF 0.2 4 46 5.7 +7.2
CIL VictoryShares International Volatility Wtd ETF 0.2 45 5 5.8 +7.3
GQI Natixis Gateway Quality Income ETF 0.2 34 16 4.6 +6.0
STOX Horizon Core Equity ETF 0.2 70 -20 3.6 +5.0
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.2 25 25 11.1 +12.6
RECS Columbia Research Enhanced Core ETF 0.2 15 35 5.3 +6.8
FSMD Fidelity Small-Mid Multifactor ETF 0.2 15 35 6.3 +7.8
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.2 15 35 7.8 +9.2
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.2 47 3 7.4 +8.9
IJJ iShares S&P Mid-Cap 400 Value ETF 0.2 18 32 7.7 +9.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.2 10 40 7.8 +9.3
QUAL iShares MSCI USA Quality Factor ETF 0.2 15 35 4.4 +5.8
LEAD Siren DIVCON Leaders Dividend ETF 0.2 43 7 3.5 +4.9
FELV Fidelity Enhanced Large Cap Value ETF 0.2 18 32 5.5 +7.0
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 11 7.6 +9.1
SUSL iShares ESG MSCI USA Leaders ETF 0.2 10 40 4.2 +5.7
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 25 6.1 +7.6
STXD Strive 1000 Dividend Growth ETF 0.2 35 15 4.4 +5.8
SNPE Xtrackers S&P 500 ESG ETF 0.2 10 40 4.3 +5.8
EES WisdomTree U.S. SmallCap Fund 0.2 38 12 7.6 +9.1
EFG iShares MSCI EAFE Growth ETF 0.2 36 14 3.7 +5.1
VEGN US Vegan Climate ETF 0.2 60 -10 3.2 +4.7
FBCG Fidelity Blue Chip Growth ETF 0.2 59 -9 2.1 +3.6
EBI Longview Advantage ETF 0.2 35 15 5.9 +7.3
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.2 35 15 5.6 +7.1
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.2 46 4 5.4 +6.9
AFLG First Trust Active Factor Large Cap ETF 0.2 55 -5 5.0 +6.5
DWM WisdomTree International Equity Fund 0.2 48 2 5.6 +7.0
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.2 25 25 6.2 +7.7
IEUR iShares Core MSCI Europe ETF 0.2 11 39 6.2 +7.7
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.2 42 8 3.9 +5.4
PIEL Pacer International Export Leaders ETF 0.2 60 -10 3.9 +5.4
BBEU JPMorgan BetaBuilders Europe ETF 0.2 9 41 6.1 +7.6
DOL WisdomTree International LargeCap Dividend Fund 0.2 48 2 5.5 +7.0
PFM Invesco Dividend Achievers ETF 0.2 53 -3 4.6 +6.1
NUEM Nuveen ESG Emerging Markets Equity ETF 0.2 36 14 5.9 +7.3
FLEE Franklin FTSE Europe ETF 0.2 9 41 6.1 +7.6
VGK Vanguard FTSE Europe ETF 0.2 6 44 6.4 +7.9
SPEU SPDR Portfolio Europe ETF 0.2 7 43 6.3 +7.8
GOP Unusual Whales Subversive Republican Trading ETF 0.2 50 0 4.2 +5.7
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.2 20 30 5.5 +7.0
IDHQ Invesco S&P International Developed High Quality ETF 0.2 29 21 5.1 +6.6
IVLU iShares MSCI Intl Value Factor ETF 0.2 30 20 7.9 +9.4
THRO iShares U.S. Thematic Rotation Active ETF 0.2 90 -40 3.1 +4.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.2 19 31 5.0 +6.5
JPIN J.P. Morgan Diversified Return International Equity ETF 0.2 37 13 7.0 +8.5
FLQL Franklin LibertyQ U.S. Equity ETF 0.2 15 35 4.5 +6.0
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.2 15 35 6.6 +8.1
DFAT Dimensional U.S. Targeted Value ETF 0.1 28 22 8.4 +9.9
IEV iShares Europe ETF 0.1 67 -17 5.7 +7.2
FNDX Schwab Fundamental US Large Co. Index ETF 0.1 25 25 6.1 +7.6
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.1 49 1 5.1 +6.5
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.1 40 10 5.6 +7.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.1 7 43 4.4 +5.9
STXV Strive 1000 Value ETF 0.1 18 32 6.7 +8.2
EFA iShares MSCI EAFE ETF 0.1 35 15 5.6 +7.1
HEFA iShares Currency Hedged MSCI EAFE ETF 0.1 35 15 5.6 +7.1
VBR Vanguard Small Cap Value ETF 0.1 7 43 7.7 +9.2
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 5 6.6 +8.1
GEW Cambria Global EW ETF 0.1 29 21 5.4 +6.8
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 30 5.8 +7.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.1 29 21 5.4 +6.9
ILCV iShares Morningstar Value ETF 0.1 4 46 5.3 +6.8
JMOM JPMorgan U.S. Momentum Factor ETF 0.1 12 38 3.3 +4.7
ROSC Hartford Multifactor Small Cap ETF 0.1 34 16 6.9 +8.4
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.1 36 14 5.2 +6.7
IEFA iShares Core MSCI EAFE ETF 0.1 7 43 5.9 +7.4
VIG Vanguard Dividend Appreciation ETF 0.1 5 45 4.9 +6.4
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 1 6.0 +7.4
AVIE Avantis  Inflation Focused Equity ETF 0.1 25 25 6.0 +7.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.1 75 -25 3.1 +4.6
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.1 35 15 5.9 +7.4
VFMO Vanguard U.S. Momentum Factor ETF 0.1 13 37 1.6 +3.1
HFXI IQ FTSE International Equity Currency Neutral ETF 0.1 20 30 5.5 +7.0
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 26 5.6 +7.1
SPMO Invesco S&P 500 Momentum ETF 0.1 13 37 2.9 +4.3
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 3 47 5.7 +7.2
VIGI Vanguard International Dividend Appreciation ETF 0.1 10 40 6.0 +7.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.1 10 40 3.7 +5.1
BKIE BNY Mellon International Equity ETF 0.1 4 46 5.9 +7.4
IDEV iShares Core MSCI International Developed Markets ETF 0.1 4 46 5.9 +7.4
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 32 3.0 +4.5
DFIS Dimensional International Small Cap ETF 0.1 39 11 6.1 +7.6
VSGX Vanguard ESG International Stock ETF 0.1 10 40 6.4 +7.9
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 20 6.3 +7.8
SCHF Schwab International Equity ETF 0.1 6 44 5.8 +7.3
INTF iShares International Equity Factor ETF 0.1 15 35 6.4 +7.9
VEA Vanguard FTSE Developed Markets ETF 0.1 3 47 5.8 +7.3
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.1 20 30 4.2 +5.7
FLCH Franklin FTSE China ETF 0.1 19 31 18.0 +19.5
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 11 6.7 +8.2
EFV iShares MSCI EAFE Value ETF 0.1 34 16 7.5 +8.9
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 25 7.2 +8.7
DMXF iShares ESG Advanced MSCI EAFE ETF 0.1 12 38 4.8 +6.3
DFAI Dimensional International Core Equity Market ETF 0.1 18 32 5.9 +7.4
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.1 80 -30 8.8 +10.3
DLN WisdomTree U.S. LargeCap Dividend Fund 0.1 28 22 5.4 +6.9
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.1 18 32 6.4 +7.9
FENI Fidelity Enhanced International ETF 0.1 28 22 5.7 +7.2
MCHI iShares MSCI China ETF 0.1 59 -9 20.3 +21.8
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 34 16 6.2 +7.7
IPAC iShares Core MSCI Pacific ETF 0.1 9 41 5.4 +6.9
VEU Vanguard FTSE All-World ex-US Index Fund 0.1 4 46 6.6 +8.0
VXUS Vanguard Total International Stock ETF 0.1 5 45 6.5 +8.0
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.1 41 9 5.9 +7.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.1 15 35 7.7 +9.2
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.1 30 20 6.1 +7.5
IXUS iShares Core MSCI Total International Stock ETF 0.1 7 43 6.4 +7.9
ESGE iShares ESG Aware MSCI EM ETF 0.1 25 25 7.9 +9.4
NACP Impact Shares NAACP Minority Empowerment ETF 0.1 49 1 3.6 +5.1
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 22 5.6 +7.1
DXIV Dimensional International Vector Equity ETF 0.1 34 16 6.5 +8.0
ROUS Hartford Multifactor US Equity ETF 0.1 19 31 5.3 +6.7
TXS Texas Capital Texas Equity Index ETF 0.1 49 1 5.0 +6.5
GXC SPDR S & P China ETF 0.1 59 -9 18.6 +20.1
ISCF iShares International SmallCap Equity Factor ETF 0.1 23 27 7.2 +8.7
BKF iShares MSCI BIC ETF 0.1 69 -19 14.8 +16.3
VPL Vanguard FTSE Pacific ETF 0.1 7 43 5.0 +6.5
GWX SPDR S&P International Small Cap ETF 0.1 40 10 5.8 +7.2
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.1 29 21 6.9 +8.4
VFH Vanguard Financials ETF 0.1 9 41 6.2 +7.7
DGRO iShares Core Dividend Growth ETF 0.1 8 42 5.5 +7.0
SCZ iShares MSCI EAFE Small-Cap ETF 0.1 40 10 6.0 +7.5
IQLT iShares MSCI Intl Quality Factor ETF 0.1 30 20 5.3 +6.8
SFGV Sequoia Global Value ETF 0.1 23 27 7.0 +8.5
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.1 8 42 6.2 +7.7
LDEM iShares ESG MSCI EM Leaders ETF 0.1 17 33 12.3 +13.8
FELC Fidelity Enhanced Large Cap Core ETF 0.1 18 32 4.3 +5.8
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.1 39 11 6.9 +8.4
USMV iShares MSCI USA Min Vol Factor ETF 0.0 15 35 5.3 +6.8
DFIC Dimensional International Core Equity 2 ETF 0.0 23 27 6.1 +7.6
DIHP Dimensional International High Profitability ETF 0.0 29 21 5.6 +7.1
IEUS iShares MSCI Europe Small-Cap ETF 0.0 42 8 6.6 +8.1
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 20 6.2 +7.7
FNCL Fidelity MSCI Financials Index ETF 0.0 8 42 6.1 +7.6
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.0 24 26 6.8 +8.3
EMXF iShares ESG Advanced MSCI EM ETF 0.0 16 34 6.4 +7.9
PNQI Invesco NASDAQ Internet ETF 0.0 60 -10 4.0 +5.5
TEXN iShares Texas Equity ETF 0.0 20 30 5.0 +6.4
EEMA iShares MSCI Emerging Markets Asia ETF 0.0 49 1 7.2 +8.7
AVSD Avantis Responsible International Equity ETF 0.0 23 27 5.9 +7.4
DGRW WisdomTree US Quality Dividend Growth Fund 0.0 28 22 5.0 +6.4
FELG Fidelity Enhanced Large Cap Growth ETF 0.0 18 32 3.3 +4.8
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 -16 6.9 +8.4
IQSI IQ Candriam International Equity ETF 0.0 15 35 5.5 +6.9
SCHC Schwab International Small-Cap Equity ETF 0.0 11 39 6.6 +8.0
SCHV Schwab U.S. Large-Cap Value ETF 0.0 4 46 5.5 +7.0
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.0 12 38 5.2 +6.7
SCHE Schwab Emerging Markets Equity ETF 0.0 11 39 9.3 +10.8
WSGE Warren Street Global Equity ETF 0.0 80 -30 2.8 +4.3
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.0 41 9 6.6 +8.1
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.0 70 -20 6.6 +8.1
VWO Vanguard FTSE Emerging Markets ETF 0.0 7 43 9.0 +10.5
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.0 30 20 7.6 +9.1
AVDE Avantis International Equity ETF 0.0 23 27 6.2 +7.7
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.0 58 -8 5.3 +6.8
IQDG WisdomTree International Quality Dividend Growth Fund 0.0 42 8 5.7 +7.1
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 11 6.1 +7.6
FLAX Franklin FTSE Asia Ex Japan ETF 0.0 19 31 6.8 +8.3
JHEM John Hancock Multifactor Emerging Markets ETF 0.0 49 1 7.2 +8.7
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.0 15 35 7.7 +9.1
EEM iShares MSCI Emerging Markets ETF 0.0 69 -19 7.5 +8.9
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 0.0 69 -19 7.1 +8.6
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 41 7.9 +9.3
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 43 9.3 +10.8
IGRO iShares International Dividend Growth ETF 0.0 15 35 6.7 +8.1
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 38 12 6.7 +8.2
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.0 59 -9 8.1 +9.6
AVSE Avantis Responsible Emerging Markets Equity ETF 0.0 33 17 6.4 +7.8
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 15 6.7 +8.2
DUHP Dimensional US High Profitability ETF 0.0 21 29 5.2 +6.7

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

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 Global X 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 -3.8 %
Divided by: Fwd. P/BV 3.9 x
Less: Expense ratio 50 bp
Equals: ALTAR Score -1.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.54 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.