Global X HealthTech ETF
ALTAR
Score™		 -1.5% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 320.6x P/Sales
ratio		 1.7x
P/BV
ratio		 4.0x 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
MASIMO CORPORATION 6.2 %
DEXCOM INC 5.8 %
KONINKLIIJKE ELECTRONICS NV 5.1 %
GE HEALTHCARE TECHNOLOGIES INC. 5.0 %
TRANSMEDICS GROUP, INC. 4.8 %
RESMED INC 4.6 %
ALIBABA HEALTH INFORMATION TECHNOL 4.1 %
ALIGNMENT HEALTHCARE, INC. 4.1 %
INTUITIVE SURGICAL INC 4.0 %
IQVIA HOLDINGS INC 4.0 %
Total 47.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 82.8 %
NETHERLANDS 4.6 %
HONG KONG 3.8 %
DENMARK 3.0 %
AUSTRALIA 2.9 %
BRITAIN 1.6 %
CANADA 0.8 %
SWEDEN 0.6 %



HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-18.4% -15.7% -16.1% -- -11.1%

Market Correlations
versus... Beta R-squared
S&P500 0.94 53%
MSCI EAFE 0.91 42%
MSCI Emg. Mkts. 0.71 34%

Technical Indicators
Recent close $25.65
30d moving avg. $24.78
Annualized volatility 24.0%
Short interest (ETF) 1.3%
Relative strength (RSI) 48

Liquidity measures
Avg. volume (thou.) 9
Turnover 0.9%
Bid/Ask (% of price) 1.84%
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
(%)
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 46.0 65 -15 0.6 +2.1
FMED Fidelity Disruptive Medicine ETF 22.7 50 0 -1.2 +0.3
IHI iShares U.S. Medical Devices ETF 21.3 40 10 4.6 +6.1
XHE State Street SPDR S&P Health Care Equipment ETF 20.8 35 15 3.7 +5.2
MDEV First Trust Indxx Medical Devices ETF 16.9 70 -20 5.0 +6.5
HTEC ROBO Global Healthcare Technology and Innovation ETF 16.3 68 -18 2.5 +4.0
GDOC Goldman Sachs Future Health Care Equity ETF 10.4 75 -25 1.0 +2.5
XHS State Street SPDR S&P Health Care Services ETF 9.9 35 15 3.9 +5.4
RSPH Invesco S&P 500 Equal Weight Health Care ETF 9.5 40 10 7.6 +9.1
PTH Invesco Dorsey Wright Healthcare Momentum ETF 9.4 60 -10 -1.6 -0.1
PSCH Invesco S&P SmallCap Health Care ETF 8.5 29 21 2.4 +3.9
MEDI Harbor Health Care ETF 7.3 80 -30 -1.4 +0.1
USRD Themes US R&D Champions ETF 7.2 29 21 4.1 +5.5
PINK Simplify Health Care ETF 7.1 50 0 1.0 +2.5
FHLC Fidelity MSCI Health Care Index ETF 6.9 8 42 5.6 +7.1
BMED Future Health ETF 6.5 85 -35 1.3 +2.8
FXH First Trust Health Care AlphaDEX Fund 6.5 62 -12 4.8 +6.3
MID American Century Mid Cap Growth Impact ETF 6.4 45 5 2.9 +4.4
IHF iShares U.S. Healthcare Providers ETF 6.3 40 10 7.8 +9.3
SXQG ETC 6 Meridian Quality Growth ETF 6.1 100 -50 2.9 +4.4
LFSC F/m Emerald Life Sciences Innovation ETF 6.1 79 -29 0.0 +1.5
IYH iShares U.S. Healthcare ETF 6.0 40 10 6.1 +7.6
DTEC ALPS Disruptive Technologies ETF 5.8 50 0 3.8 +5.2
VHT Vanguard Health Care ETF 5.6 9 41 5.4 +6.9
HYP Golden Eagle Dynamic Hypergrowth ETF 5.6 85 -35 -0.8 +0.7
XLV Health Care Select Sector SPDR 5.5 8 42 7.0 +8.4
SNSR Global X Internet of Things ETF 5.3 68 -18 3.6 +5.1
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 5.1 60 -10 4.1 +5.6
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.0 60 -10 3.8 +5.3
CSD Invesco S&P Spin-Off ETF 5.0 65 -15 3.6 +5.1
HELX Franklin Genomic Advancements ETF 4.9 50 0 -1.4 +0.1
BBH VanEck Biotech ETF 4.9 35 15 5.4 +6.9
TMFM Motley Fool Mid-Cap Growth ETF 4.7 85 -35 2.1 +3.6
BOTZ Global X Robotics & Artificial Intelligence ETF 4.7 69 -19 1.8 +3.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 4.6 35 15 4.5 +5.9
ANEW ProShares MSCI Transformational Changes ETF 4.5 45 5 4.5 +6.0
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 4.4 65 -15 1.5 +3.0
CSMD Congress SMid Growth ETF 4.3 69 -19 3.5 +5.0
SMOT VanEck Morningstar SMID Moat ETF 4.2 49 1 6.5 +8.0
IPO Renaissance IPO ETF 4.2 60 -10 1.8 +3.2
IXJ iShares Global Healthcare ETF 4.2 42 8 6.5 +8.0
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.2 15 35 3.0 +4.5
TMFX Motley Fool Next Index ETF 4.0 50 0 3.1 +4.6
IGPT Invesco AI and Next Gen Software ETF 4.0 60 -10 2.9 +4.3
NBDS Neuberger Berman Disrupters ETF 4.0 55 -5 0.8 +2.3
AGIQ Sofi Agentic AI ETF 4.0 69 -19 7.2 +8.7
DIVE Dana Concentrated Dividend ETF 4.0 65 -15 6.8 +8.3
CWS AdvisorShares Focused Equity ETF 4.0 84 -34 4.7 +6.2
HRTS Tema Heart & Health ETF 3.9 75 -25 3.0 +4.5
CZA Invesco Zacks Mid-Cap ETF 3.9 72 -22 5.9 +7.4
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.9 58 -8 3.4 +4.9
IWFG IQ Winslow Focused Large Cap Growth ETF 3.9 65 -15 2.1 +3.6
ARKG ARK Genomic Revolution ETF 3.8 75 -25 -1.6 -0.1
FTGS First Trust Growth Strength ETF 3.7 60 -10 3.6 +5.1
XMMO Invesco S&P MidCap Momentum ETF 3.7 34 16 3.4 +4.9
RUNN Running Oak Efficient Growth ETF 3.6 58 -8 4.7 +6.2
MOAT VanEck Morningstar Wide Moat ETF 3.5 46 4 5.6 +7.1
AGNG Global X Aging Population ETF 3.4 50 0 4.3 +5.8
ABLS Abacus FCF Small Cap Leaders ETF 3.4 59 -9 4.6 +6.1
GRPM Invesco S&P MidCap 400 GARP ETF 3.3 35 15 6.8 +8.3
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.3 39 11 3.9 +5.3
LRGE ClearBridge Large Cap Growth ESG ETF 3.2 59 -9 2.6 +4.1
MVAL VanEck Morningstar Wide Moat Value ETF 3.1 49 1 6.2 +7.7
XDAT Franklin Exponential Data ETF 3.0 50 0 1.3 +2.7
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.0 50 0 3.4 +4.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.0 35 15 3.6 +5.1
XMHQ Invesco S&P MidCap Quality ETF 2.9 25 25 6.0 +7.4
MOTG VanEck Morningstar Global Wide Moat ETF 2.9 52 -2 7.7 +9.2
IWP iShares Russell Mid-Cap Growth ETF 2.9 23 27 2.9 +4.3
JOET Virtus Terranova US Quality Momentum ETF 2.8 29 21 3.9 +5.3
LOUP Innovator Deepwater Frontier Tech ETF 2.8 70 -20 1.0 +2.4
RNIN Bushido Capital US SMID Cap Equity ETF 2.8 70 -20 10.7 +12.2
XITK State Street SPDR FactSet Innovative Technology ETF 2.8 45 5 0.1 +1.6
ABEQ Absolute Select Value ETF 2.7 85 -35 4.4 +5.8
GINN Goldman Sachs Innovate Equity ETF 2.7 52 -2 3.8 +5.3
TMAT Main Thematic Innovation ETF 2.7 164 -114 -2.0 -0.5
BUZZ VanEck Social Sentiment ETF 2.7 75 -25 -0.7 +0.8
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.7 49 1 3.3 +4.8
MOTI VanEck Morningstar International Moat ETF 2.6 58 -8 9.7 +11.2
EBIZ Global X E-Commerce ETF 2.6 50 0 4.5 +6.0
IQM Franklin Intelligent Machines ETF 2.6 50 0 1.1 +2.6
NUMG Nuveen ESG Mid-Cap Growth ETF 2.6 31 19 1.8 +3.3
DBSC Deepwater Beachfront Small Cap ETF 2.6 85 -35 1.1 +2.6
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.5 49 1 4.7 +6.1
RND First Trust Bloomberg R&D Leaders ETF 2.4 60 -10 2.5 +3.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.4 58 -8 4.9 +6.4
VOT Vanguard Mid-Cap Growth ETF 2.4 7 43 3.1 +4.6
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.4 52 -2 4.9 +6.4
RPG Invesco S&P 500 Pure Growth ETF 2.4 35 15 2.7 +4.1
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 2.3 60 -10 9.1 +10.6
EWN iShares MSCI Netherlands ETF 2.3 50 0 4.7 +6.2
PSET Principal Quality ETF 2.3 15 35 4.8 +6.3
CGGR Capital Group Growth ETF 2.3 39 11 2.5 +4.0
PRAY FIS Christian Stock Fund 2.3 69 -19 3.9 +5.4
AVMC Avantis U.S. Mid Cap Equity ETF 2.3 18 32 6.0 +7.5
SAGP Strategas Global Policy Opportunities ETF 2.3 65 -15 4.8 +6.3
GGRW Gabelli Growth Innovators ETF 2.3 90 -40 2.0 +3.4
KNO AXS Knowledge Leaders ETF 2.3 78 -28 4.4 +5.9
PSC Principal U.S. Small-Cap ETF 2.2 38 12 3.7 +5.2
TCV Towle Value ETF 2.2 85 -35 9.5 +11.0
FLV American Century Focused Large Cap Value ETF 2.2 42 8 6.1 +7.5
CAML Congress Large Cap Growth ETF 2.2 66 -16 2.3 +3.8
DFNV Donoghue Forlines Innovation ETF 2.1 69 -19 4.1 +5.6
POWA Invesco Bloomberg Pricing Power ETF 2.1 40 10 5.7 +7.1
TMFG Motley Fool Global Opportunities ETF 2.1 85 -35 3.7 +5.2
FYC First Trust Small Cap Growth AlphaDEX Fund 2.1 71 -21 -0.6 +0.9
IWO iShares Russell 2000 Growth ETF 2.1 24 26 0.5 +2.0
LGRO Level Four Large Cap Growth Active ETF 2.1 55 -5 3.8 +5.3
PDP Invesco Dorsey Wright Momentum ETF 2.1 62 -12 1.5 +3.0
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.0 35 15 3.0 +4.5
QVAL Alpha Architect US Quantitative Value ETF 2.0 39 11 9.5 +11.0
FDG American Century Focused Dynamic Growth ETF 2.0 45 5 1.7 +3.2
SPIT F/m Emerald Special Situations ETF 2.0 105 -55 -0.7 +0.8
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.0 40 10 3.2 +4.7
FESM Fidelity Enhanced Small Cap ETF 2.0 28 22 2.3 +3.8
QGRO American Century U.S. Quality Growth ETF 2.0 29 21 3.9 +5.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.0 9 41 3.8 +5.3
KWEB KraneShares CSI China Internet ETF 2.0 69 -19 22.7 +24.2
KIE State Street SPDR S&P Insurance ETF 2.0 35 15 6.7 +8.2
BIBL Inspire 100 ETF 2.0 35 15 4.2 +5.7
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.9 55 -5 9.1 +10.6
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 1.9 15 35 7.2 +8.7
CRTC Xtrackers US National Critical Technologies ETF 1.9 35 15 4.2 +5.7
FFOX FundX Future Fund Opportunities ETF 1.9 100 -50 2.3 +3.8
FLDZ RiverNorth Patriot ETF 1.8 75 -25 5.6 +7.1
FTCS First Trust Capital Strength ETF 1.8 55 -5 5.6 +7.1
QLTY GMO U.S. Quality ETF 1.8 50 0 4.0 +5.5
ROBO ROBO Global Robotics & Automation Index ETF 1.8 95 -45 2.4 +3.8
XT iShares Exponential Technologies ETF 1.7 46 4 4.0 +5.5
KOCG FIS Knights of Columbus Global Belief ETF 1.7 75 -25 4.4 +5.9
IMCG iShares Morningstar Mid-Cap Growth ETF 1.7 6 44 3.4 +4.9
JGRW Jensen Quality Growth ETF 1.7 57 -7 4.0 +5.5
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.7 65 -15 3.5 +5.0
SMRI Bushido Capital US Equity ETF 1.7 71 -21 8.2 +9.6
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.7 59 -9 4.4 +5.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.6 39 11 3.5 +5.0
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.6 20 30 0.8 +2.3
JDOC JPMorgan Healthcare Leaders ETF 1.6 65 -15 3.7 +5.1
VTWG Vanguard Russell 2000 Growth ETF 1.6 10 40 0.6 +2.1
VBK Vanguard Small-Cap Growth ETF 1.6 7 43 1.3 +2.7
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.6 49 1 7.8 +9.3
BBC Virtus LifeSci Biotech Clinical Trials ETF 1.6 79 -29 0.0 +1.5
COWZ Pacer US Cash Cows 100 ETF 1.6 49 1 7.8 +9.3
VO Vanguard Mid-Cap ETF 1.6 4 46 21.3 +22.8
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.6 43 7 4.8 +6.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.5 70 -20 2.0 +3.5
DSTL Distillate US Fundamental Stability & Value ETF 1.5 39 11 7.8 +9.3
WDNA WisdomTree BioRevolution Fund 1.5 45 5 -2.3 -0.8
SNPV Xtrackers S&P 500 Value ESG ETF 1.5 15 35 5.6 +7.0
PTL Inspire 500 ETF 1.5 9 41 4.4 +5.9
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.5 10 40 3.7 +5.1
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.5 15 35 3.7 +5.2
IJT iShares S&P Small-Cap 600 Growth ETF 1.5 18 32 3.7 +5.1
CATH Global X S&P 500 Catholic Values Custom ETF 1.4 29 21 4.0 +5.5
ARKQ ARK Autonomous Technology & Robotics ETF 1.4 75 -25 0.9 +2.3
JSTC Adasina Social Justice All Cap Global ETF 1.4 89 -39 4.5 +6.0
QGRW WisdomTree U.S. Quality Growth Fund 1.4 28 22 2.8 +4.3
ISHP First Trust Nasdaq Retail ETF 1.4 60 -10 5.2 +6.6
WCLD WisdomTree Cloud Computing Fund 1.4 45 5 1.7 +3.2
QQQS Invesco NASDAQ Future Gen 200 ETF 1.4 20 30 -3.8 -2.4
PWB Invesco Large Cap Growth ETF 1.4 56 -6 2.0 +3.5
FSST Fidelity Sustainable U.S. Equity ETF 1.4 59 -9 3.4 +4.8
FMDE Fidelity Enhanced Mid Cap ETF 1.4 23 27 5.5 +6.9
FFOG Franklin Focused Growth ETF 1.4 61 -11 1.5 +3.0
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.4 20 30 4.5 +6.0
CZAR Themes Natural Monopoly ETF 1.4 35 15 5.3 +6.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.4 20 30 4.1 +5.5
BFOR ALPS Barron's 400 ETF 1.4 65 -15 5.0 +6.4
NUSC Nuveen ESG Small-Cap ETF 1.4 31 19 4.9 +6.4
QQMG Invesco ESG NASDAQ 100 ETF 1.3 20 30 3.2 +4.7
QNXT iShares Nasdaq-100 ex Top 30 ETF 1.3 20 30 4.2 +5.7
IWR iShares Russell Midcap ETF 1.3 19 31 5.4 +6.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.3 9 41 5.3 +6.7
JHMM John Hancock Multifactor Mid Cap ETF 1.3 42 8 5.4 +6.9
XBI State Street SPDR S&P Biotech ETF 1.3 35 15 -2.0 -0.6
LRGC AB US Large Cap Strategic Equities ETF 1.3 48 2 3.8 +5.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.3 79 -29 4.1 +5.6
DTAN Sparkline International Intangible Value ETF 1.3 55 -5 7.3 +8.8
HART IQ Healthy Hearts ETF 1.3 45 5 5.7 +7.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.3 24 26 7.1 +8.6
FPX First Trust US Equity Opportunities ETF 1.3 61 -11 0.8 +2.3
FBOT Fidelity Disruptive Automation ETF 1.3 50 0 2.8 +4.3
FDMO Fidelity Momentum Factor ETF 1.3 15 35 2.5 +4.0
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 1.3 80 -30 3.4 +4.9
AGIX KraneShares Artificial Intelligence and Technology ETF 1.3 99 -49 1.3 +2.7
RSSL Global X Russell 2000 ETF 1.3 8 42 2.7 +4.2
NUMV Nuveen ESG Mid-Cap Value ETF 1.2 31 19 5.7 +7.2
FDWM Fidelity Women's Leadership ETF 1.2 59 -9 3.8 +5.2
BKSE BNY Mellon US Small Cap Core Equity ETF 1.2 4 46 5.3 +6.7
STXK Strive Small-Cap ETF 1.2 18 32 5.2 +6.7
ISCG iShares Morningstar Small-Cap Growth ETF 1.2 6 44 2.7 +4.2
IWM iShares Russell 2000 ETF 1.2 19 31 2.6 +4.1
CGDV Capital Group Dividend Value ETF 1.2 33 17 3.9 +5.4
IBUY Amplify Online Retail ETF 1.2 65 -15 2.2 +3.6
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 5.3 +6.8
EUSA iShares MSCI USA Equal Weighted ETF 1.2 9 41 5.6 +7.0
ARKK ARK Innovation ETF 1.2 75 -25 -2.9 -1.4
JSML Janus Henderson Small Cap Growth Alpha ETF 1.2 30 20 2.7 +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 3.3 +4.8
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.2 12 38 3.4 +4.9
QQQM Invesco NASDAQ 100 ETF 1.2 15 35 3.3 +4.8
JMOM JPMorgan U.S. Momentum Factor ETF 1.2 12 38 3.5 +4.9
FDN First Trust Dow Jones Internet Index Fund 1.2 52 -2 2.7 +4.2
RSP Invesco S&P 500 Equal Weight ETF 1.2 20 30 6.0 +7.5
FDND FT Vest Dow Jones Internet & Target Income ETF 1.2 75 -25 2.6 +4.1
SVAL iShares US Small Cap Value Factor ETF 1.2 20 30 7.4 +8.8
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.2 15 35 4.1 +5.6
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.2 25 25 7.8 +9.3
NIXT Research Affiliates Deletions ETF 1.2 9 41 6.7 +8.2
IMCB iShares Morningstar Mid-Cap ETF 1.1 4 46 5.3 +6.8
QTOP iShares Nasdaq Top 30 Stocks ETF 1.1 20 30 2.8 +4.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.1 39 11 2.3 +3.8
MNZL Manzil Russell Halal USA Broad MarketETF 1.1 40 10 4.0 +5.4
SDG iShares MSCI Global Sustainable Development Goals ETF 1.1 49 1 4.5 +6.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.1 9 41 4.4 +5.8
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 1.1 49 1 6.5 +8.0
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.1 50 0 5.7 +7.2
FUNL CornerCap Fundametrics Large-Cap ETF 1.1 50 0 6.2 +7.7
SCHG Schwab U.S. Large-Cap Growth ETF 1.1 4 46 3.3 +4.8
NULG Nuveen ESG Large-Cap Growth ETF 1.1 26 24 2.9 +4.4
BUYZ Franklin Disruptive Commerce ETF 1.1 50 0 2.2 +3.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.1 29 21 4.0 +5.5
VTWO Vanguard Russell 2000 ETF 1.1 7 43 2.8 +4.3
AFSM First Trust Active Factor Small Cap ETF 1.0 75 -25 5.8 +7.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.0 10 40 4.3 +5.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.0 64 -14 1.3 +2.8
JGRO JPMorgan Active Growth ETF 1.0 44 6 2.4 +3.9
SIZE iShares MSCI USA Size Factor ETF 1.0 15 35 5.5 +7.0
FCPI Fidelity Stocks for Inflation ETF 1.0 15 35 5.8 +7.3
HAPI Harbor Human Capital Factor US Large Cap ETF 1.0 36 14 4.1 +5.6
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.0 30 20 7.5 +9.0
EDEN iShares MSCI Denmark ETF 1.0 53 -3 6.3 +7.8
VOE Vanguard Mid-Cap Value ETF 1.0 7 43 6.8 +8.3
GQQQ Astoria US Quality Growth Kings ETF 1.0 35 15 3.4 +4.8
WCEO Hypatia Women CEO ETF 1.0 85 -35 4.8 +6.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.0 15 35 6.2 +7.7
HEDJ WisdomTree Europe Hedged Equity Fund 1.0 58 -8 6.1 +7.6
TMFC Motley Fool 100 Index ETF 1.0 50 0 3.0 +4.4
HAPS Harbor Human Capital Factor US Small Cap ETF 1.0 60 -10 3.4 +4.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.0 17 33 5.0 +6.5
GVLU Gotham 1000 Value ETF 1.0 50 0 8.2 +9.7
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.0 49 1 3.8 +5.2
EQWL Invesco S&P 100 Equal Weight ETF 1.0 25 25 5.6 +7.1
ROE Astoria US Quality Kings ETF 1.0 49 1 5.5 +6.9
VXF Vanguard Extended Market ETF 1.0 5 45 3.8 +5.3
VIOO Vanguard S&P Small-Cap 600 ETF 1.0 7 43 6.2 +7.7
FDLS Inspire Fidelis Multi Factor ETF 1.0 76 -26 3.2 +4.7
LRNZ TrueShares Technology, AI & Deep Learning ETF 1.0 69 -19 -0.8 +0.7
CSTK Invesco Comstock Contrarian Equity ETF 1.0 35 15 6.0 +7.5
ONEQ Fidelity Nasdaq Composite Index ETF 1.0 21 29 2.9 +4.4
ILCG iShares Morningstar Growth ETF 0.9 4 46 3.0 +4.5
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.9 3 47 6.4 +7.9
CHRI Global X S&P 500 Christian Values ETF 0.9 29 21 4.0 +5.5
IJR iShares Core S&P Small Cap ETF 0.9 6 44 6.3 +7.8
IBOT Vaneck Robotics ETF 0.9 47 3 3.3 +4.8
SPXT ProShares S&P 500 Ex-Technology ETF 0.9 9 41 4.9 +6.3
CHGX AXS Change Finance ESG ETF 0.9 49 1 4.6 +6.1
KTEC KraneShares Hang Seng TECH Index ETF 0.9 69 -19 19.8 +21.3
ETHO Etho Climate Leadership U.S. ETF 0.9 47 3 4.3 +5.8
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 0.9 12 38 6.6 +8.1
VFMO Vanguard U.S. Momentum Factor ETF 0.9 13 37 1.7 +3.2
XJR iShares ESG Screened S&P Small-Cap ETF 0.9 12 38 6.2 +7.7
IWS iShares Russell Mid-Cap Value ETF 0.9 23 27 6.1 +7.6
RFFC ALPS Active Equity Opportunity ETF 0.9 48 2 3.7 +5.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.9 15 35 6.1 +7.6
ISCB iShares Morningstar Small-Cap ETF 0.9 4 46 5.4 +6.9
PRXG Praxis Impact Large Cap Growth ETF 0.9 36 14 3.1 +4.6
EQAL Invesco Russell 1000 Equal Weight ETF 0.9 20 30 6.1 +7.6
VUG Vanguard Growth ETF 0.9 4 46 20.1 +21.6
SMLF iShares U.S. SmallCap Equity Factor ETF 0.9 15 35 5.0 +6.5
VONG Vanguard Russell 1000 Growth ETF 0.9 7 43 3.5 +5.0
MODL VictoryShares WestEnd U.S. Sector ETF 0.9 42 8 4.1 +5.6
ACVF American Conservative Values ETF 0.9 75 -25 3.8 +5.2
ARVR First Trust Indxx Metaverse ETF 0.8 70 -20 3.9 +5.3
DARP Grizzle Growth ETF 0.8 75 -25 1.7 +3.2
DFLV Dimensional US Large Cap Value ETF 0.8 22 28 6.3 +7.7
OGIG ALPS O'Shares Global Internet Giants ETF 0.8 48 2 2.5 +4.0
SCHA Schwab U.S. Small-Cap ETF 0.8 4 46 4.4 +5.9
SGLC SGI U.S. Large Cap Core ETF 0.8 85 -35 3.7 +5.2
IWF iShares Russell 1000 Growth ETF 0.8 19 31 3.4 +4.9
XOEF iShares S&P 500 ex S&P 100 ETF 0.8 20 30 4.7 +6.2
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.8 35 15 4.9 +6.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.8 45 5 3.6 +5.1
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.8 35 15 6.3 +7.8
RDVY First Trust Rising Dividend Achievers ETF 0.8 50 0 5.1 +6.5
ISMD Inspire Small/Mid Cap ETF 0.8 54 -4 5.2 +6.7
FNDA Schwab Fundamental US Small Co. Index ETF 0.8 25 25 6.1 +7.6
ADME Aptus Drawdown Managed Equity ETF 0.8 79 -29 3.4 +4.8
HLAL Wahed FTSE USA Shariah ETF 0.8 50 0 3.7 +5.2
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.8 20 30 7.4 +8.8
JHML John Hancock Multifactor Large Cap ETF 0.8 29 21 4.5 +6.0
MFVL Motley Fool Value Factor ETF 0.8 50 0 5.8 +7.3
IBB iShares Biotechnology ETF 0.8 45 5 -0.5 +1.0
XMAG Defiance Large Cap ex-Mag 7 ETF 0.8 35 15 4.5 +5.9
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.8 15 35 4.3 +5.8
VFQY Vanguard U.S. Quality Factor ETF 0.8 13 37 5.6 +7.1
SPMV Invesco S&P 500 Minimum Variance ETF 0.8 10 40 5.2 +6.7
WISE Themes Generative Artificial Intelligence ETF 0.8 35 15 -0.4 +1.1
SMAP Amplify Small-Mid Cap Equity ETF 0.8 60 -10 4.4 +5.9
SQLV Royce Quant Small-Cap Quality Value ETF 0.8 60 -10 8.0 +9.5
VB Vanguard Small-Cap ETF 0.8 5 45 5.2 +6.7
GLBL Pacer MSCI World Industry Advantage ETF 0.8 65 -15 3.4 +4.9
TPSC Timothy Plan US Small Cap Core ETF 0.8 52 -2 6.5 +8.0
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.8 60 -10 -0.9 +0.6
CVAR Cultivar ETF 0.8 87 -37 7.0 +8.5
AVUQ Avantis U.S. Quality ETF 0.8 15 35 3.5 +5.0
MGK Vanguard Mega Cap Growth ETF 0.7 7 43 16.9 +18.4
FMKT The Free Markets ETF 0.7 76 -26 4.1 +5.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.7 75 -25 3.2 +4.7
YNOT Horizon Digital Frontier ETF 0.7 75 -25 2.5 +4.0
SPXN ProShares S&P 500 Ex-Financials ETF 0.7 9 41 4.0 +5.5
DEUS Xtrackers Russell US Multifactor ETF 0.7 17 33 6.5 +8.0
OPTZ Optimize Strategy Index ETF 0.7 50 0 3.7 +5.2
MFIG Motley Fool Innovative Growth Factor ETF 0.7 50 0 2.8 +4.3
ESGV Vanguard ESG U.S. Stock ETF 0.7 9 41 4.2 +5.7
FFF Founders 100 ETF 0.7 75 -25 2.5 +4.0
BLES Inspire Global Hope ETF 0.7 61 -11 5.7 +7.2
DFSU Dimensional US Sustainability Core 1 ETF 0.7 18 32 4.7 +6.1
SPHB Invesco S&P 500 High Beta ETF 0.7 25 25 3.8 +5.3
SSPY Syntax Stratified LargeCap ETF 0.7 30 20 6.1 +7.6
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.7 20 30 5.6 +7.1
IJK iShares S&P Mid-Cap 400 Growth ETF 0.7 17 33 4.1 +5.6
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.7 15 35 4.1 +5.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.7 24 26 6.0 +7.5
USXF iShares ESG Advanced MSCI USA ETF 0.7 10 40 3.8 +5.3
STXG Strive 1000 Growth ETF 0.7 18 32 3.2 +4.7
VOOG Vanguard S&P 500 Growth ETF 0.7 7 43 18.5 +20.0
WRND IQ Global Equity R&D Leaders ETF 0.7 18 32 4.0 +5.5
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.7 40 10 3.8 +5.3
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.7 30 20 3.8 +5.3
IVW iShares S&P 500 Growth ETF 0.7 18 32 2.9 +4.4
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.7 4 46 3.1 +4.5
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.7 35 15 6.5 +8.0
IUSG iShares Core S&P U.S. Growth ETF 0.7 4 46 3.1 +4.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.7 11 39 4.2 +5.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.7 4 46 5.6 +7.1
QLC FlexShares US Quality Large Cap Index Fund 0.7 25 25 4.6 +6.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.7 10 40 4.1 +5.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.7 2 48 4.2 +5.7
BKLC BNY Mellon US Large Cap Core Equity ETF 0.7 0 50 4.2 +5.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.7 30 20 3.7 +5.2
RNSC Furst Trust Small Cap US Equity Select ETF 0.7 60 -10 4.5 +6.0
IWY iShares Russell Top 200 Growth ETF 0.6 20 30 3.5 +5.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.6 7 43 4.1 +5.6
SPXE ProShares S&P 500 Ex-Energy ETF 0.6 9 41 4.1 +5.6
VOTE TCW Transform 500 ETF 0.6 5 45 4.2 +5.6
AVSC Avantis U.S Small Cap Equity ETF 0.6 25 25 4.7 +6.1
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 0.6 29 21 7.1 +8.6
FYX First Trust Small Cap Core AlphaDEX Fund 0.6 61 -11 5.4 +6.8
PBUS Invesco MSCI USA ETF 0.6 4 46 4.2 +5.7
DSPY Tema S&P 500 Historical Weight ETF 0.6 18 32 4.5 +6.0
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.6 20 30 6.1 +7.6
FSMD Fidelity Small-Mid Multifactor ETF 0.6 15 35 6.5 +8.0
REVS Columbia Research Enhanced Value ETF 0.6 19 31 6.8 +8.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.6 19 31 4.9 +6.4
IMCV iShares Morningstar Mid-Cap Value ETF 0.6 6 44 7.1 +8.5
RGEF Rockefeller Global Equity ETF 0.6 55 -5 3.9 +5.4
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.6 39 11 7.5 +9.0
TOPC iShares S&P 500 3% Capped ETF 0.6 15 35 4.4 +5.9
BAI iShares AI Innovation and Tech Active ETF 0.6 55 -5 1.0 +2.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.6 25 25 5.0 +6.4
DFAS Dimensional U.S. Small Cap ETF 0.6 26 24 5.6 +7.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.6 7 43 5.3 +6.8
RAYD Rayliant Quantitative Developed Market Equity ETF 0.6 80 -30 3.6 +5.1
NULC Nuveen ESG Large-Cap ETF 0.6 21 29 4.0 +5.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.6 3 47 4.2 +5.7
IWV iShares Russell 3000 ETF 0.6 20 30 4.1 +5.5
VTI Vanguard Total Stock Market ETF 0.6 3 47 4.2 +5.7
XVV iShares ESG Screened S&P 500 ETF 0.6 8 42 4.2 +5.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.6 20 30 4.3 +5.7
VTHR Vanguard Russell 3000 ETF 0.6 7 43 4.2 +5.7
ITAN Sparkline Intangible Value ETF 0.6 50 0 6.2 +7.7
ARTY iShares Future AI & Tech ETF 0.6 47 3 2.7 +4.2
TTAC FCF US Quality ETF 0.6 59 -9 5.4 +6.9
SUSA iShares MSCI USA ESG Select ETF 0.6 25 25 4.1 +5.5
ITEQ BlueStar Israel Technology ETF 0.6 75 -25 1.2 +2.7
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.6 95 -45 -0.5 +1.0
ISCV iShares Morningstar Small Cap Value ETF 0.6 6 44 7.8 +9.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.6 14 36 4.2 +5.7
GXLC Global X U.S. 500 ETF 0.6 2 48 4.1 +5.6
KLMN Invesco MSCI North America Climate ETF 0.5 9 41 4.3 +5.8
INRO iShares U.S. Industry Rotation Active ETF 0.5 42 8 3.6 +5.1
STRV Strive 500 ETF 0.5 5 45 4.1 +5.6
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.5 15 35 5.1 +6.6
FSGS First Trust SMID Growth Strength ETF 0.5 60 -10 4.8 +6.3
SKYY First Trust Cloud Computing ETF 0.5 60 -10 3.2 +4.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.5 18 32 6.8 +8.3
OEI Optimized Equity Income ETF 0.5 75 -25 3.5 +5.0
VV Vanguard Large-Cap ETF 0.5 4 46 4.2 +5.6
SFY SoFi Select 500 ETF 0.5 0 50 3.8 +5.3
FTA First Trust Large Cap Value AlphaDEX Fund 0.5 59 -9 7.7 +9.2
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.5 25 25 4.2 +5.6
TOV JLens 500 Jewish Advocacy U.S. ETF 0.5 18 32 4.0 +5.4
DFUS Dimensional U.S. Equity ETF 0.5 9 41 4.1 +5.6
ILCB iShares Morningstar U.S. Equity ETF 0.5 3 47 4.2 +5.6
IWB iShares Russell 1000 ETF 0.5 15 35 4.2 +5.7
KOKU Xtrackers MSCI Kokusai Equity ETF 0.5 9 41 4.4 +5.9
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.5 38 12 5.2 +6.7
VONE Vanguard Russell 1000 ETF 0.5 7 43 4.3 +5.8
IYY iShares Dow Jones U.S. ETF 0.5 20 30 4.1 +5.6
LRGF iShares U.S. Equity Factor ETF 0.5 8 42 4.7 +6.2
WSML iShares MSCI World Small-Cap ETF 0.5 15 35 5.4 +6.9
SNPG Xtrackers S&P 500 Growth ESG ETF 0.5 15 35 4.0 +5.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.5 29 21 6.3 +7.8
RVRB Reverb ETF 0.5 30 20 4.2 +5.7
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.5 20 30 4.0 +5.5
FEX First Trust Large Cap Core AlphaDEX Fund 0.5 59 -9 5.1 +6.5
XJH iShares ESG Screened S&P Mid-Cap ETF 0.5 12 38 5.9 +7.4
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.5 3 47 4.4 +5.9
VUSV Vanguard Wellington U.S. Value Active ETF 0.5 30 20 5.8 +7.3
FLAU Franklin FTSE Australia ETF 0.5 9 41 5.7 +7.2
AVUV Avantis U.S. Small Cap Value ETF 0.5 25 25 7.9 +9.4
AOTS AOT Software Platform ETF 0.5 49 1 4.6 +6.0
VOO Vanguard S&P 500 ETF 0.5 3 47 4.3 +5.7
SPY SPDR S&P 500 ETF 0.5 9 41 4.2 +5.7
SPYM State Street SPDR Portfolio S&P 500 ETF 0.5 2 48 4.3 +5.8
IVV iShares Core S&P 500 ETF 0.5 3 47 4.3 +5.7
SCHB Schwab U.S. Broad Market ETF 0.5 3 47 4.3 +5.7
DFAU Dimensional US Core Equity Market ETF 0.5 12 38 4.3 +5.8
BUL Pacer US Cash Cows Growth ETF 0.5 60 -10 3.4 +4.9
DCOR Dimensional US Core Equity 1 ETF 0.5 14 36 4.6 +6.1
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.5 80 -30 7.0 +8.5
AIVI WisdomTree International AI Enhanced Value Fund 0.5 58 -8 6.3 +7.8
SCHX Schwab U.S. Large-Cap ETF 0.5 3 47 4.3 +5.8
HUSV First Trust Horizon Managed Volatility Domestic ETF 0.5 70 -20 4.7 +6.2
SCHK Schwab 1000 Index ETF 0.5 5 45 4.3 +5.8
MDY SPDR S&P Midcap 400 ETF Trust 0.5 23 27 5.9 +7.4
EZM WisdomTree U.S. MidCap Fund 0.5 38 12 8.0 +9.5
AVUS Avantis U.S. Equity ETF 0.5 15 35 4.8 +6.3
KRMA Global X Conscious Companies ETF 0.5 43 7 5.2 +6.7
LRND IQ U.S. Large Cap R&D Leaders ETF 0.5 14 36 3.9 +5.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.5 9 41 4.4 +5.9
SPHQ Invesco S&P 500 Quality ETF 0.5 15 35 4.7 +6.2
ESGU iShares ESG Aware MSCI USA ETF 0.5 15 35 4.2 +5.7
XLG Invesco S&P 500 Top 50 ETF 0.5 20 30 3.6 +5.1
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.5 3 47 6.1 +7.6
IJH iShares Core S&P Mid-Cap ETF 0.5 5 45 6.1 +7.6
DFAC Dimensional U.S. Core Equity 2 ETF 0.5 17 33 4.7 +6.2
DIVI Franklin International Core Dividend Tilt Index ETF 0.5 9 41 6.6 +8.1
QDEF FlexShares Quality Dividend Defensive Index Fund 0.5 37 13 5.4 +6.9
QDF FlexShares Quality Dividend Index Fund 0.5 37 13 5.4 +6.9
STXM Strive Mid-Cap ETF 0.4 18 32 5.8 +7.2
IVOO Vanguard S&P Mid-Cap 400 ETF 0.4 7 43 6.1 +7.5
TOK iShares MSCI Kokusai ETF 0.4 26 24 4.3 +5.8
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.4 20 30 5.6 +7.1
DXUV Dimensional US Vector Equity ETF 0.4 28 22 5.3 +6.8
ENHU iShares Enhanced Large Cap Core Active ETF 0.4 22 28 4.2 +5.7
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
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.4 12 38 4.4 +5.9
EGUS iShares ESG Aware MSCI USA Growth ETF 0.4 18 32 3.0 +4.5
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.4 10 40 3.7 +5.2
USEW Cambria US EW ETF 0.4 30 20 4.2 +5.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.4 10 40 9.0 +10.4
APUE ActivePassive U.S. Equity ETF 0.4 45 5 4.0 +5.5
NANC Unusual Whales Subversive Democratic Trading ETF 0.4 75 -25 3.0 +4.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.4 10 40 3.7 +5.2
DFVX Dimensional US Large Cap Vector ETF 0.4 22 28 5.3 +6.8
IBBQ Invesco Nasdaq Biotechnology ETF 0.4 19 31 0.3 +1.8
URTH iShares MSCI World ETF 0.4 24 26 4.4 +5.9
FNX First Trust Mid Cap Core AlphaDEX Fund 0.4 60 -10 6.2 +7.7
DFSV Dimensional US Small Cap Value ETF 0.4 31 19 8.8 +10.3
IJS iShares S&P Small-Cap 600 Value ETF 0.4 18 32 8.9 +10.4
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.4 15 35 9.0 +10.5
QWLD SPDR MSCI World StrategicFactors ETF 0.4 30 20 5.2 +6.7
DSI iShares MSCI KLD 400 Social ETF 0.4 25 25 4.2 +5.6
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 0.4 19 31 5.3 +6.8
GCOW Pacer Global Cash Cows Dividend ETF 0.4 60 -10 9.2 +10.7
GSPY Gotham Enhanced 500 ETF 0.4 50 0 4.5 +5.9
FBCG Fidelity Blue Chip Growth ETF 0.4 59 -9 2.2 +3.6
FELC Fidelity Enhanced Large Cap Core ETF 0.4 18 32 4.4 +5.9
JHSC John Hancock Multifactor Small Cap ETF 0.4 42 8 6.0 +7.4
AVSU Avantis Responsible U.S. Equity ETF 0.4 15 35 5.0 +6.5
KLMT Invesco MSCI Global Climate 500 ETF 0.4 10 40 5.0 +6.5
RAUS RACWI US ETF 0.4 15 35 4.2 +5.7
OEF iShares S&P 100 ETF 0.4 20 30 3.9 +5.3
IAK iShares U.S. Insurance ETF 0.4 40 10 7.0 +8.5
ACWI iShares MSCI ACWI ETF 0.4 32 18 4.7 +6.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.4 10 40 4.2 +5.7
OALC OneAscent Large Cap Core ETF 0.4 86 -36 3.5 +5.0
RAFE PIMCO RAFI ESG U.S. ETF 0.4 29 21 6.4 +7.9
VT Vanguard Total World Stock ETF 0.4 6 44 5.1 +6.5
GVUS Marketbeta Russell 1000 Value Equity ETF 0.4 12 38 5.6 +7.0
WLDR Affinity World Leaders Equity ETF 0.4 67 -17 6.3 +7.8
JQUA JPMorgan U.S. Quality Factor ETF 0.4 12 38 5.1 +6.6
MEDX Horizon Kinetics Medical ETF 0.4 85 -35 1.6 +3.1
EWA iShares MSCI Australia ETF 0.4 50 0 5.2 +6.7
IUS Invesco RAFI Strategic US ETF 0.4 19 31 5.8 +7.2
DFUV Dimensional US Marketwide Value ETF 0.4 22 28 6.3 +7.8
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.4 25 25 6.2 +7.7
AVMV Avantis U.S. Mid Cap Value ETF 0.4 20 30 7.2 +8.7
DAK Dakota Active Equity ETF 0.3 43 7 3.8 +5.3
VTWV Vanguard Russell 2000 Value ETF 0.3 10 40 5.0 +6.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.3 65 -15 4.8 +6.3
PATN Pacer Nasdaq International Patent Leaders ETF 0.3 65 -15 4.4 +5.9
IWN iShares Russell 2000 Value ETF 0.3 24 26 4.8 +6.3
TTAI FCF International Quality ETF 0.3 59 -9 6.7 +8.2
FTC First Trust Large Cap Growth AlphaDEX Fund 0.3 59 -9 1.8 +3.3
MGC Vanguard Mega Cap ETF 0.3 7 43 3.9 +5.4
EBI Longview Advantage ETF 0.3 35 15 6.0 +7.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.3 20 30 4.8 +6.2
GLOF iShares Global Equity Factor ETF 0.3 20 30 5.6 +7.1
RECS Columbia Research Enhanced Core ETF 0.3 15 35 5.3 +6.8
AIQ Global X Artificial Intelligence & Technology ETF 0.3 68 -18 3.0 +4.5
FELV Fidelity Enhanced Large Cap Value ETF 0.3 18 32 5.8 +7.3
VOOV Vanguard S&P 500 Value ETF 0.3 7 43 5.7 +7.2
IVE iShares S&P 500 Value ETF 0.3 18 32 5.6 +7.1
IWL iShares Russell Top 200 ETF 0.3 15 35 3.9 +5.4
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.3 4 46 5.8 +7.2
USMF WisdomTree U.S. Multifactor Fund 0.3 28 22 6.6 +8.1
IWC iShares Micro-Cap ETF 0.3 60 -10 -1.4 +0.1
CALF Pacer US Small Cap Cash Cows 100 ETF 0.3 59 -9 9.3 +10.8
IUSV iShares Core S&P US Value ETF 0.3 4 46 5.9 +7.4
RWL Invesco S&P 500 Revenue ETF 0.3 39 11 5.9 +7.4
DFIV Dimensional International Value ETF 0.3 27 23 7.9 +9.3
QVML Invesco S&P 500 QVM Multi-factor ETF 0.3 11 39 4.4 +5.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 41 4.9 +6.4
PRXV Praxis Impact Large Cap Value ETF 0.3 36 14 5.7 +7.2
AQLT iShares MSCI Global Quality Factor ETF 0.3 18 32 0.0 +1.5
SMCF Themes US Small Cap Cash Flow Champions ETF 0.3 29 21 9.7 +11.2
JAVA JPMorgan Active Value ETF 0.3 44 6 5.6 +7.1
ROUS Hartford Multifactor US Equity ETF 0.3 19 31 5.5 +7.0
SUSL iShares ESG MSCI USA Leaders ETF 0.3 10 40 4.2 +5.7
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 0.3 65 -15 4.0 +5.5
PRF Invesco FTSE RAFI US 1000 ETF 0.3 34 16 5.8 +7.3
IWD iShares Russell 1000 Value ETF 0.3 19 31 5.5 +7.0
EZU iShares MSCI Eurozone ETF 0.3 52 -2 5.7 +7.2
WTV WisdomTree US Value Fund of Benef Interest 0.3 12 38 7.9 +9.4
MILN Global X Millennial Consumer ETF 0.3 50 0 3.9 +5.4
VONV Vanguard Russell 1000 Value ETF 0.3 7 43 5.6 +7.1
JHMD John Hancock Multifactor Developed International ETF 0.3 39 11 6.2 +7.7
SNPE Xtrackers S&P 500 ESG ETF 0.3 10 40 4.4 +5.9
VFVA Vanguard U.S. Value Factor ETF 0.3 13 37 9.5 +11.0
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.3 15 35 6.8 +8.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.3 15 35 5.1 +6.6
CIL VictoryShares International Volatility Wtd ETF 0.3 45 5 5.8 +7.3
AOTG AOT Growth and Innovation ETF 0.3 75 -25 1.3 +2.8
FAB First Trust Multi Cap Value AlphaDEX Fund 0.3 67 -17 8.6 +10.1
SFTY Horizon Managed Risk ETF 0.3 77 -27 3.5 +5.0
STOX Horizon Core Equity ETF 0.3 70 -20 3.6 +5.1
EVUS iShares ESG Aware MSCI USA Value ETF 0.3 18 32 5.7 +7.2
EPS WisdomTree U.S. LargeCap Fund 0.3 8 42 4.8 +6.3
IDMO Invesco S&P International Developed Momentum ETF 0.3 25 25 5.2 +6.7
LEAD Siren DIVCON Leaders Dividend ETF 0.3 43 7 3.5 +5.0
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.3 45 5 5.7 +7.2
JPIN J.P. Morgan Diversified Return International Equity ETF 0.3 37 13 7.1 +8.6
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.3 25 25 11.6 +13.1
SCHM Schwab U.S. Mid-Cap ETF 0.2 4 46 5.9 +7.4
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.2 35 15 5.8 +7.3
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.2 12 38 6.3 +7.8
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.2 12 38 3.6 +5.1
VTV Vanguard Value ETF 0.2 4 46 6.0 +7.5
SMMD iShares Russell 2500 ETF 0.2 15 35 5.6 +7.0
EPP iShares MSCI Pacific ex-Japan ETF 0.2 47 3 4.9 +6.4
IJJ iShares S&P Mid-Cap 400 Value ETF 0.2 18 32 7.9 +9.3
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.2 15 35 7.9 +9.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.2 10 40 8.0 +9.4
VEGN US Vegan Climate ETF 0.2 60 -10 3.8 +5.3
QUAL iShares MSCI USA Quality Factor ETF 0.2 15 35 4.5 +5.9
EES WisdomTree U.S. SmallCap Fund 0.2 38 12 7.8 +9.3
NUEM Nuveen ESG Emerging Markets Equity ETF 0.2 36 14 5.9 +7.4
QINT American Century Quality Diversified International ETF 0.2 39 11 6.6 +8.1
DFIS Dimensional International Small Cap ETF 0.2 39 11 6.1 +7.6
AFLG First Trust Active Factor Large Cap ETF 0.2 55 -5 5.0 +6.5
FENI Fidelity Enhanced International ETF 0.2 28 22 5.9 +7.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.2 19 31 5.1 +6.5
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 11 7.9 +9.4
ESGG FlexShares STOXX Global ESG Select Index Fund 0.2 42 8 4.2 +5.7
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 25 6.3 +7.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.2 29 21 5.7 +7.2
FLQL Franklin LibertyQ U.S. Equity ETF 0.2 15 35 4.6 +6.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.2 7 43 4.4 +5.9
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.2 25 25 6.4 +7.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.2 32 18 4.1 +5.5
STXD Strive 1000 Dividend Growth ETF 0.2 35 15 4.4 +5.9
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.2 60 -10 6.2 +7.7
ISRA VanEck Israel ETF 0.2 59 -9 5.8 +7.2
ISCF iShares International SmallCap Equity Factor ETF 0.2 23 27 7.2 +8.7
AFMC First Trust Active Factor Mid Cap ETF 0.2 65 -15 7.0 +8.5
BBEU JPMorgan BetaBuilders Europe ETF 0.2 9 41 6.2 +7.7
DOL WisdomTree International LargeCap Dividend Fund 0.2 48 2 5.7 +7.2
GQI Natixis Gateway Quality Income ETF 0.2 34 16 4.5 +6.0
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.2 46 4 5.6 +7.1
FLEE Franklin FTSE Europe ETF 0.2 9 41 6.3 +7.8
IEUR iShares Core MSCI Europe ETF 0.2 11 39 6.4 +7.8
IVLU iShares MSCI Intl Value Factor ETF 0.2 30 20 8.2 +9.7
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.2 49 1 5.1 +6.6
IEV iShares Europe ETF 0.2 67 -17 5.9 +7.4
DWM WisdomTree International Equity Fund 0.2 48 2 5.6 +7.1
EFG iShares MSCI EAFE Growth ETF 0.2 36 14 3.8 +5.3
GSID Goldman Sachs MarketBeta International Equity ETF 0.2 20 30 5.9 +7.4
SPEU SPDR Portfolio Europe ETF 0.2 7 43 6.5 +8.0
PFM Invesco Dividend Achievers ETF 0.2 53 -3 4.7 +6.2
VGK Vanguard FTSE Europe ETF 0.2 6 44 6.6 +8.1
STXV Strive 1000 Value ETF 0.2 18 32 7.0 +8.5
GOP Unusual Whales Subversive Republican Trading ETF 0.2 50 0 4.3 +5.8
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.2 47 3 7.7 +9.1
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.2 20 30 5.6 +7.1
IDHQ Invesco S&P International Developed High Quality ETF 0.2 29 21 5.5 +6.9
VIG Vanguard Dividend Appreciation ETF 0.2 5 45 5.0 +6.5
FNDX Schwab Fundamental US Large Co. Index ETF 0.2 25 25 6.4 +7.8
BKIE BNY Mellon International Equity ETF 0.2 4 46 6.1 +7.5
THRO iShares U.S. Thematic Rotation Active ETF 0.2 90 -40 3.2 +4.7
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.2 36 14 5.5 +7.0
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 35 5.9 +7.4
GEW Cambria Global EW ETF 0.1 29 21 5.4 +6.9
ILCV iShares Morningstar Value ETF 0.1 4 46 5.4 +6.9
HFXI IQ FTSE International Equity Currency Neutral ETF 0.1 20 30 5.8 +7.3
PIEL Pacer International Export Leaders ETF 0.1 60 -10 4.3 +5.8
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.1 8 42 4.4 +5.9
EFA iShares MSCI EAFE ETF 0.1 35 15 5.8 +7.3
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 26 5.6 +7.1
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 5 6.9 +8.4
DFAT Dimensional U.S. Targeted Value ETF 0.1 28 22 8.6 +10.1
HDUS Hartford Disciplined US Equity ETF 0.1 19 31 4.8 +6.3
FDEV Fidelity International Multifactor ETF 0.1 18 32 7.1 +8.6
TPIF Timothy Plan International ETF 0.1 62 -12 5.5 +7.0
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.1 35 15 5.7 +7.2
EFV iShares MSCI EAFE Value ETF 0.1 34 16 7.6 +9.1
MCHI iShares MSCI China ETF 0.1 59 -9 19.0 +20.5
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 3 47 5.9 +7.4
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 1 6.0 +7.4
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 32 3.0 +4.5
IEFA iShares Core MSCI EAFE ETF 0.1 7 43 6.1 +7.6
FLCH Franklin FTSE China ETF 0.1 19 31 16.8 +18.3
FELG Fidelity Enhanced Large Cap Growth ETF 0.1 18 32 3.3 +4.8
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.1 35 15 6.0 +7.5
SPMO Invesco S&P 500 Momentum ETF 0.1 13 37 3.2 +4.7
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 20 6.5 +8.0
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.1 40 10 5.7 +7.2
GWX SPDR S&P International Small Cap ETF 0.1 40 10 5.7 +7.2
AVDV Avantis International Small Cap Value ETF 0.1 36 14 7.8 +9.2
VSGX Vanguard ESG International Stock ETF 0.1 10 40 6.7 +8.2
IDEV iShares Core MSCI International Developed Markets ETF 0.1 4 46 6.0 +7.5
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 25 7.6 +9.1
SFGV Sequoia Global Value ETF 0.1 23 27 7.2 +8.7
SCHF Schwab International Equity ETF 0.1 6 44 6.0 +7.5
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.1 15 35 8.3 +9.8
NACP Impact Shares NAACP Minority Empowerment ETF 0.1 49 1 3.9 +5.3
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.1 42 8 4.0 +5.5
AVIE Avantis  Inflation Focused Equity ETF 0.1 25 25 6.1 +7.6
ESGE iShares ESG Aware MSCI EM ETF 0.1 25 25 8.3 +9.8
VEA Vanguard FTSE Developed Markets ETF 0.1 3 47 6.0 +7.5
DXIV Dimensional International Vector Equity ETF 0.1 34 16 6.6 +8.1
DFAI Dimensional International Core Equity Market ETF 0.1 18 32 6.1 +7.5
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 34 16 6.4 +7.9
VIGI Vanguard International Dividend Appreciation ETF 0.1 10 40 6.1 +7.6
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.1 41 9 6.1 +7.6
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 6.7 +8.2
TXS Texas Capital Texas Equity Index ETF 0.1 49 1 5.0 +6.5
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.1 20 30 4.5 +6.0
VEU Vanguard FTSE All-World ex-US Index Fund 0.1 4 46 6.8 +8.2
GXC SPDR S & P China ETF 0.1 59 -9 17.5 +19.0
DMXF iShares ESG Advanced MSCI EAFE ETF 0.1 12 38 5.0 +6.5
DLN WisdomTree U.S. LargeCap Dividend Fund 0.1 28 22 5.5 +7.0
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 22 5.8 +7.2
INTF iShares International Equity Factor ETF 0.1 15 35 6.5 +8.0
VXUS Vanguard Total International Stock ETF 0.1 5 45 6.7 +8.1
IXUS iShares Core MSCI Total International Stock ETF 0.1 7 43 6.6 +8.1
BKF iShares MSCI BIC ETF 0.1 69 -19 13.7 +15.2
LDEM iShares ESG MSCI EM Leaders ETF 0.1 17 33 12.1 +13.6
DGRO iShares Core Dividend Growth ETF 0.1 8 42 5.7 +7.1
AVSD Avantis Responsible International Equity ETF 0.1 23 27 6.0 +7.5
VBR Vanguard Small Cap Value ETF 0.1 7 43 7.9 +9.4
DFE WisdomTree Europe SmallCap Dividend Fund 0.1 58 -8 7.4 +8.9
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.1 30 20 6.1 +7.6
EMXF iShares ESG Advanced MSCI EM ETF 0.1 16 34 6.9 +8.4
IQLT iShares MSCI Intl Quality Factor ETF 0.1 30 20 5.4 +6.9
AVDE Avantis International Equity ETF 0.1 23 27 6.2 +7.7
DFIC Dimensional International Core Equity 2 ETF 0.1 23 27 6.3 +7.7
IPAC iShares Core MSCI Pacific ETF 0.1 9 41 5.6 +7.1
USMV iShares MSCI USA Min Vol Factor ETF 0.1 15 35 5.3 +6.8
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.1 39 11 7.1 +8.5
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 6.2 +7.7
EEMA iShares MSCI Emerging Markets Asia ETF 0.0 49 1 7.6 +9.1
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 20 6.4 +7.9
VPL Vanguard FTSE Pacific ETF 0.0 7 43 5.4 +6.9
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.0 24 26 6.9 +8.4
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 -16 7.3 +8.8
AVDS Avantis International Small Cap Equity ETF 0.0 30 20 6.0 +7.5
DLS WisdomTree International SmallCap Dividend Fund 0.0 58 -8 7.4 +8.9
DIHP Dimensional International High Profitability ETF 0.0 29 21 5.7 +7.2
IEUS iShares MSCI Europe Small-Cap ETF 0.0 42 8 6.7 +8.1
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.0 70 -20 7.0 +8.5
VFH Vanguard Financials ETF 0.0 9 41 6.2 +7.7
PNQI Invesco NASDAQ Internet ETF 0.0 60 -10 3.6 +5.1
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.0 41 9 6.8 +8.3
SCHE Schwab Emerging Markets Equity ETF 0.0 11 39 9.3 +10.7
VWO Vanguard FTSE Emerging Markets ETF 0.0 7 43 9.0 +10.5
DGRW WisdomTree US Quality Dividend Growth Fund 0.0 28 22 5.0 +6.4
FLAX Franklin FTSE Asia Ex Japan ETF 0.0 19 31 7.2 +8.7
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.0 15 35 8.0 +9.5
EEM iShares MSCI Emerging Markets ETF 0.0 69 -19 7.8 +9.3
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.0 30 20 8.1 +9.5
FNCL Fidelity MSCI Financials Index ETF 0.0 8 42 6.1 +7.6
TEXN iShares Texas Equity ETF 0.0 20 30 5.1 +6.6
SCHV Schwab U.S. Large-Cap Value ETF 0.0 4 46 5.8 +7.3
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 41 8.2 +9.6
WSGE Warren Street Global Equity ETF 0.0 80 -30 2.9 +4.4
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 43 9.3 +10.8
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.0 12 38 5.3 +6.8
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.0 58 -8 5.5 +7.0
IQDG WisdomTree International Quality Dividend Growth Fund 0.0 42 8 5.8 +7.3
SCZ iShares MSCI EAFE Small-Cap ETF 0.0 40 10 6.2 +7.6
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 38 12 7.0 +8.4
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 15 7.0 +8.4
JHEM John Hancock Multifactor Emerging Markets ETF 0.0 49 1 7.7 +9.1
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.0 59 -9 8.5 +9.9
AVSE Avantis Responsible Emerging Markets Equity ETF 0.0 33 17 6.8 +8.3
IGRO iShares International Dividend Growth ETF 0.0 15 35 6.7 +8.2
DISV Dimensional International Small Cap Value ETF 0.0 42 8 8.2 +9.7
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.