Global X HealthTech ETF
ALTAR
Score™		 -1.5% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 328.9x 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) $28
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 39
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 5.8 %
IQVIA HOLDINGS INC 5.4 %
DEXCOM INC 4.8 %
PRO MEDICUS LIMITED 4.6 %
VEEVA SYSTEMS INC-CLASS A 4.4 %
HIMS & HERS HEALTH, INC. CLASS A 4.2 %
KONINKLIIJKE ELECTRONICS NV 4.1 %
GE HEALTHCARE TECHNOLOGIES INC. 4.1 %
RESMED INC 3.9 %
INSULET CORP 3.8 %
Total 45.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 81.7 %
AUSTRALIA 5.9 %
NETHERLANDS 4.1 %
DENMARK 3.3 %
HONG KONG 2.5 %
BRITAIN 1.4 %
SWEDEN 0.6 %
SOUTH KOREA 0.5 %



HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-5.6% -15.5% -13.7% -- -8.5%

Market Correlations
versus... Beta R-squared
S&P500 1.04 33%
MSCI EAFE 0.70 24%
MSCI Emg. Mkts. 0.35 13%

Technical Indicators
Recent close $26.31
30d moving avg. $27.16
Annualized volatility 24.0%
Short interest (ETF) 1.3%
Relative strength (RSI) 54

Liquidity measures
Avg. volume (thou.) 8
Turnover 0.8%
Bid/Ask (% of price) 2.11%
ADV underlying (mns) $1,546

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 710 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 40.7 39 11 1.8 +3.2
IHI iShares U.S. Medical Devices ETF 19.2 40 10 5.0 +6.5
XHE State Street SPDR S&P Health Care Equipment ETF 18.7 35 15 3.7 +5.2
FMED Fidelity Disruptive Medicine ETF 15.2 50 0 -1.1 +0.4
HTEC ROBO Global Healthcare Technology and Innovation ETF 13.6 68 -18 2.3 +3.7
MDEV First Trust Indxx Medical Devices ETF 13.5 70 -20 5.0 +6.5
XHS State Street SPDR S&P Health Care Services ETF 11.6 35 15 3.2 +4.7
PSCH Invesco S&P SmallCap Health Care ETF 9.6 29 21 2.0 +3.5
IHF iShares U.S. Healthcare Providers ETF 8.3 40 10 6.6 +8.1
FXH First Trust Health Care AlphaDEX Fund 7.4 62 -12 4.5 +5.9
HYP Golden Eagle Dynamic Hypergrowth ETF 7.2 85 -35 -0.8 +0.7
RSPH Invesco S&P 500 Equal Weight Health Care ETF 7.2 40 10 7.0 +8.5
GDOC Goldman Sachs Future Health Care Equity ETF 6.8 75 -25 0.9 +2.3
FFTY Innovator IBD 50 ETF 6.7 80 -30 0.0 +1.5
TMFX Motley Fool Next Index ETF 6.4 50 0 2.9 +4.4
USRD Themes US R&D Champions ETF 5.9 29 21 4.0 +5.5
FSGS First Trust SMID Growth Strength ETF 5.9 60 -10 4.9 +6.4
DTEC ALPS Disruptive Technologies ETF 5.8 50 0 3.7 +5.2
FTGS First Trust Growth Strength ETF 5.8 60 -10 3.7 +5.2
ARKG ARK Genomic Revolution ETF 5.7 75 -25 -1.1 +0.3
ABLS Abacus FCF Small Cap Leaders ETF 5.7 59 -9 4.4 +5.9
MEDI Harbor Health Care ETF 5.5 80 -30 -1.4 +0.1
BBH VanEck Biotech ETF 5.4 35 15 5.0 +6.5
FHLC Fidelity MSCI Health Care Index ETF 5.4 8 42 5.1 +6.6
DIVE Dana Concentrated Dividend ETF 5.2 65 -15 6.8 +8.2
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 5.1 60 -10 4.3 +5.8
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.0 60 -10 3.8 +5.3
TMAT Main Thematic Innovation ETF 5.0 164 -114 -2.0 -0.5
TMFM Motley Fool Mid-Cap Growth ETF 4.8 85 -35 2.2 +3.7
SNSR Global X Internet of Things ETF 4.8 68 -18 3.7 +5.2
VHT Vanguard Health Care ETF 4.8 9 41 4.9 +6.4
XLV Health Care Select Sector SPDR 4.7 8 42 6.3 +7.8
IYH iShares U.S. Healthcare ETF 4.7 40 10 5.6 +7.0
LFSC F/m Emerald Life Sciences Innovation ETF 4.6 79 -29 0.0 +1.5
MOAT VanEck Morningstar Wide Moat ETF 4.6 46 4 5.6 +7.0
HRTS Tema Heart & Health ETF 4.6 75 -25 2.8 +4.2
SXQG ETC 6 Meridian Quality Growth ETF 4.5 100 -50 3.1 +4.6
NUMG Nuveen ESG Mid-Cap Growth ETF 4.4 31 19 1.9 +3.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 4.3 65 -15 1.5 +3.0
SMRI Bushido Capital US Equity ETF 4.2 71 -21 7.3 +8.7
THNR Amplify Weight Loss Drug & Treatment ETF 4.2 59 -9 5.7 +7.2
SMOT VanEck Morningstar SMID Moat ETF 4.1 49 1 6.3 +7.8
CSD Invesco S&P Spin-Off ETF 4.1 65 -15 3.6 +5.1
SAGP Strategas Global Policy Opportunities ETF 4.0 65 -15 4.8 +6.3
MID American Century Mid Cap Growth Impact ETF 4.0 45 5 3.1 +4.5
ANEW ProShares MSCI Transformational Changes ETF 3.9 45 5 4.5 +5.9
IXJ iShares Global Healthcare ETF 3.8 42 8 6.1 +7.6
QGRO American Century U.S. Quality Growth ETF 3.7 29 21 4.1 +5.6
SFLO VictoryShares Small Cap Free Cash Flow ETF 3.7 49 1 7.5 +9.0
AGNG Global X Aging Population ETF 3.7 50 0 4.2 +5.7
RNSC Furst Trust Small Cap US Equity Select ETF 3.7 60 -10 4.5 +6.0
TCV Towle Value ETF 3.7 85 -35 9.0 +10.5
BOTZ Global X Robotics & Artificial Intelligence ETF 3.7 69 -19 2.2 +3.7
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.7 58 -8 3.2 +4.7
RUNN Running Oak Efficient Growth ETF 3.6 58 -8 4.9 +6.4
RNIN Bushido Capital US SMID Cap Equity ETF 3.6 70 -20 10.1 +11.6
FYC First Trust Small Cap Growth AlphaDEX Fund 3.6 71 -21 -0.6 +0.9
QNXT iShares Nasdaq-100 ex Top 30 ETF 3.3 20 30 4.2 +5.7
MVAL VanEck Morningstar Wide Moat Value ETF 3.3 49 1 6.3 +7.8
HELX Franklin Genomic Advancements ETF 3.3 50 0 -1.3 +0.2
MFIG Motley Fool Innovative Growth Factor ETF 3.2 50 0 2.9 +4.3
BMED Future Health ETF 3.2 85 -35 1.1 +2.6
CWS AdvisorShares Focused Equity ETF 3.2 84 -34 4.8 +6.3
AGIQ Sofi Agentic AI ETF 3.0 69 -19 7.3 +8.8
MBCC Monarch Blue Chips Core ETF 3.0 125 -75 3.7 +5.2
RZG Invesco S&P Smallcap 600 Pure Growth ETF 3.0 35 15 2.9 +4.4
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 2.9 39 11 4.0 +5.5
IWO iShares Russell 2000 Growth ETF 2.9 24 26 0.5 +2.0
PSC Principal U.S. Small-Cap ETF 2.9 38 12 3.6 +5.1
MOTG VanEck Morningstar Global Wide Moat ETF 2.8 52 -2 8.0 +9.5
NBDS Neuberger Berman Disrupters ETF 2.8 55 -5 0.8 +2.2
LOUP Innovator Deepwater Frontier Tech ETF 2.7 70 -20 1.0 +2.5
CZA Invesco Zacks Mid-Cap ETF 2.7 72 -22 5.6 +7.1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.7 49 1 4.7 +6.2
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.6 49 1 3.0 +4.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.6 50 0 3.6 +5.1
DBSC Deepwater Beachfront Small Cap ETF 2.5 85 -35 1.2 +2.7
MOTI VanEck Morningstar International Moat ETF 2.5 58 -8 10.3 +11.8
IBUY Amplify Online Retail ETF 2.5 65 -15 2.3 +3.8
VTWG Vanguard Russell 2000 Growth ETF 2.4 10 40 0.6 +2.1
JGRW Jensen Quality Growth ETF 2.4 57 -7 4.2 +5.7
IGPT Invesco AI and Next Gen Software ETF 2.4 60 -10 2.5 +4.0
AGRW Allspring LT Large Growth ETF 2.3 35 15 3.6 +5.0
TMFG Motley Fool Global Opportunities ETF 2.3 85 -35 3.9 +5.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.3 60 -10 6.2 +7.7
COWZ Pacer US Cash Cows 100 ETF 2.3 49 1 7.7 +9.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 2.3 35 15 3.5 +5.0
LRGE ClearBridge Large Cap Growth ESG ETF 2.3 59 -9 2.8 +4.3
GINN Goldman Sachs Innovate Equity ETF 2.3 52 -2 3.8 +5.3
RND First Trust Bloomberg R&D Leaders ETF 2.2 60 -10 2.6 +4.1
WDNA WisdomTree BioRevolution Fund 2.2 45 5 -2.0 -0.6
DFNV Donoghue Forlines Innovation ETF 2.1 69 -19 3.8 +5.3
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 2.1 20 30 0.9 +2.3
POWA Invesco Bloomberg Pricing Power ETF 2.1 40 10 5.9 +7.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.1 52 -2 4.8 +6.3
XITK State Street SPDR FactSet Innovative Technology ETF 2.1 45 5 0.1 +1.6
SMCF Themes US Small Cap Cash Flow Champions ETF 2.1 29 21 9.4 +10.9
PSET Principal Quality ETF 2.1 15 35 4.9 +6.4
EWN iShares MSCI Netherlands ETF 2.0 50 0 4.5 +6.0
IPO Renaissance IPO ETF 2.0 60 -10 1.7 +3.2
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 2.0 15 35 7.5 +8.9
SPIT F/m Emerald Special Situations ETF 2.0 105 -55 -0.7 +0.8
FTCS First Trust Capital Strength ETF 2.0 55 -5 5.5 +7.0
SVAL iShares US Small Cap Value Factor ETF 1.9 20 30 6.9 +8.4
VOT Vanguard Mid-Cap Growth ETF 1.9 7 43 3.2 +4.6
PINK Simplify Health Care ETF 1.9 50 0 0.8 +2.3
FLDZ RiverNorth Patriot ETF 1.8 75 -25 5.8 +7.3
FFOX FundX Future Fund Opportunities ETF 1.8 100 -50 2.5 +4.0
ISCG iShares Morningstar Small-Cap Growth ETF 1.8 6 44 2.7 +4.2
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.8 25 25 10.9 +12.4
NIXT Research Affiliates Deletions ETF 1.8 9 41 6.3 +7.8
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.8 15 35 3.6 +5.0
RSSL Global X Russell 2000 ETF 1.8 8 42 2.6 +4.1
EBIZ Global X E-Commerce ETF 1.8 50 0 4.7 +6.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.8 10 40 3.5 +5.0
ASCE Allspring SMID Core ETF 1.8 38 12 3.0 +4.4
VBK Vanguard Small-Cap Growth ETF 1.8 7 43 1.3 +2.8
CZAR Themes Natural Monopoly ETF 1.8 35 15 5.4 +6.9
ABOT Abacus FCF Innovation Leaders ETF 1.7 69 -19 3.8 +5.3
IWM iShares Russell 2000 ETF 1.7 19 31 2.6 +4.0
CGGR Capital Group Growth ETF 1.7 39 11 2.7 +4.2
KOCG FIS Knights of Columbus Global Belief ETF 1.7 75 -25 4.5 +6.0
KIE State Street SPDR S&P Insurance ETF 1.7 35 15 6.2 +7.7
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.7 50 0 5.8 +7.2
KWEB KraneShares CSI China Internet ETF 1.7 69 -19 25.8 +27.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.7 9 41 3.6 +5.1
LGRO Level Four Large Cap Growth Active ETF 1.7 55 -5 3.7 +5.2
NUSC Nuveen ESG Small-Cap ETF 1.7 31 19 4.8 +6.3
PRAY FIS Christian Stock Fund 1.7 69 -19 4.1 +5.5
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.7 70 -20 2.1 +3.6
BKSE BNY Mellon US Small Cap Core Equity ETF 1.6 4 46 15.2 +16.7
JDOC JPMorgan Healthcare Leaders ETF 1.6 65 -15 3.3 +4.8
IJT iShares S&P Small-Cap 600 Growth ETF 1.6 18 32 3.5 +5.0
ISHP First Trust Nasdaq Retail ETF 1.6 60 -10 5.5 +7.0
VTWO Vanguard Russell 2000 ETF 1.6 7 43 2.7 +4.2
CAML Congress Large Cap Growth ETF 1.6 66 -16 2.5 +4.0
FLV American Century Focused Large Cap Value ETF 1.5 42 8 5.8 +7.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.5 35 15 4.6 +6.1
FYX First Trust Small Cap Core AlphaDEX Fund 1.5 61 -11 5.1 +6.5
BUZZ VanEck Social Sentiment ETF 1.5 75 -25 -0.7 +0.8
CVAR Cultivar ETF 1.5 87 -37 7.0 +8.5
JAVA JPMorgan Active Value ETF 1.5 44 6 5.4 +6.9
GGRW Gabelli Growth Innovators ETF 1.5 90 -40 2.1 +3.6
GRPM Invesco S&P MidCap 400 GARP ETF 1.5 35 15 6.6 +8.1
STXK Strive Small-Cap ETF 1.5 18 32 5.0 +6.5
CSMD Congress SMid Growth ETF 1.5 69 -19 3.6 +5.1
DSTL Distillate US Fundamental Stability & Value ETF 1.5 39 11 7.6 +9.0
CRTC Xtrackers US National Critical Technologies ETF 1.5 35 15 4.3 +5.8
BBC Virtus LifeSci Biotech Clinical Trials ETF 1.5 79 -29 0.0 +1.5
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.5 55 -5 8.5 +10.0
LRND IQ U.S. Large Cap R&D Leaders ETF 1.5 14 36 4.1 +5.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.5 39 11 3.4 +4.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.4 58 -8 5.1 +6.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.4 64 -14 1.3 +2.8
SNPG Xtrackers S&P 500 Growth ESG ETF 1.4 15 35 4.1 +5.5
VO Vanguard Mid-Cap ETF 1.4 4 46 20.8 +22.3
FDG American Century Focused Dynamic Growth ETF 1.4 45 5 2.0 +3.5
PKW Invesco Buyback Achievers ETF 1.4 62 -12 7.1 +8.6
AVMC Avantis U.S. Mid Cap Equity ETF 1.4 18 32 6.0 +7.5
DTAN Sparkline International Intangible Value ETF 1.4 55 -5 7.3 +8.8
SDG iShares MSCI Global Sustainable Development Goals ETF 1.4 49 1 4.7 +6.1
KNO AXS Knowledge Leaders ETF 1.4 78 -28 4.1 +5.5
SIZE iShares MSCI USA Size Factor ETF 1.3 15 35 5.4 +6.9
CATH Global X S&P 500 Catholic Values Custom ETF 1.3 29 21 4.1 +5.6
QLTY GMO U.S. Quality ETF 1.3 50 0 4.0 +5.5
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.3 40 10 3.1 +4.6
EDEN iShares MSCI Denmark ETF 1.3 53 -3 6.3 +7.8
EUSA iShares MSCI USA Equal Weighted ETF 1.3 9 41 5.4 +6.9
ROBO ROBO Global Robotics & Automation Index ETF 1.3 95 -45 2.5 +4.0
IWP iShares Russell Mid-Cap Growth ETF 1.3 23 27 3.0 +4.5
IWFG IQ Winslow Focused Large Cap Growth ETF 1.3 65 -15 2.3 +3.8
ARKQ ARK Autonomous Technology & Robotics ETF 1.3 75 -25 1.1 +2.6
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.2 55 -5 3.1 +4.6
SQLV Royce Quant Small-Cap Quality Value ETF 1.2 60 -10 7.5 +8.9
XBI State Street SPDR S&P Biotech ETF 1.2 35 15 -1.5 -0.0
WCLD WisdomTree Cloud Computing Fund 1.2 45 5 1.4 +2.9
FDLS Inspire Fidelis Multi Factor ETF 1.2 76 -26 3.1 +4.6
IWR iShares Russell Midcap ETF 1.2 19 31 5.3 +6.8
ARVR First Trust Indxx Metaverse ETF 1.2 70 -20 3.9 +5.3
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.2 65 -15 3.7 +5.2
IWS iShares Russell Mid-Cap Value ETF 1.2 23 27 5.9 +7.3
FESM Fidelity Enhanced Small Cap ETF 1.2 28 22 2.2 +3.6
ITEQ BlueStar Israel Technology ETF 1.2 75 -25 1.2 +2.6
FDN First Trust Dow Jones Internet Index Fund 1.2 52 -2 2.9 +4.4
FDND FT Vest Dow Jones Internet & Target Income ETF 1.2 75 -25 2.9 +4.3
XT iShares Exponential Technologies ETF 1.2 46 4 4.0 +5.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.2 9 41 5.2 +6.6
VIOO Vanguard S&P Small-Cap 600 ETF 1.2 7 43 6.0 +7.4
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.2 3 47 6.2 +7.6
GVLU Gotham 1000 Value ETF 1.1 50 0 8.1 +9.6
BIBL Inspire 100 ETF 1.1 35 15 4.1 +5.6
RSP Invesco S&P 500 Equal Weight ETF 1.1 20 30 5.8 +7.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.1 39 11 2.2 +3.7
RDVY First Trust Rising Dividend Achievers ETF 1.1 50 0 4.9 +6.4
QQQS Invesco NASDAQ Future Gen 200 ETF 1.1 20 30 -3.6 -2.1
ISCB iShares Morningstar Small-Cap ETF 1.1 4 46 5.3 +6.8
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.1 79 -29 4.1 +5.5
HAPS Harbor Human Capital Factor US Small Cap ETF 1.1 60 -10 3.2 +4.7
RPG Invesco S&P 500 Pure Growth ETF 1.1 35 15 2.7 +4.2
IBBQ Invesco Nasdaq Biotechnology ETF 1.1 19 31 0.3 +1.8
FUNL CornerCap Fundametrics Large-Cap ETF 1.1 50 0 6.3 +7.8
OGIG ALPS O'Shares Global Internet Giants ETF 1.1 48 2 2.7 +4.2
BFOR ALPS Barron's 400 ETF 1.1 65 -15 21.4 +22.9
HART IQ Healthy Hearts ETF 1.1 45 5 5.9 +7.4
IMCV iShares Morningstar Mid-Cap Value ETF 1.1 6 44 6.7 +8.2
ARKK ARK Innovation ETF 1.1 75 -25 -3.0 -1.5
IJR iShares Core S&P Small Cap ETF 1.1 6 44 6.1 +7.6
VOE Vanguard Mid-Cap Value ETF 1.0 7 43 6.6 +8.0
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.0 15 35 3.0 +4.5
SCHG Schwab U.S. Large-Cap Growth ETF 1.0 4 46 3.5 +4.9
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 1.0 49 1 6.4 +7.9
HEDJ WisdomTree Europe Hedged Equity Fund 1.0 58 -8 6.0 +7.5
JHMM John Hancock Multifactor Mid Cap ETF 1.0 42 8 5.4 +6.9
IMCB iShares Morningstar Mid-Cap ETF 1.0 4 46 5.1 +6.6
XJR iShares ESG Screened S&P Small-Cap ETF 1.0 12 38 5.9 +7.4
ROE Astoria US Quality Kings ETF 1.0 49 1 5.3 +6.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.0 40 10 5.2 +6.7
CFA VictoryShares US 500 Volatility Wtd ETF 1.0 35 15 5.2 +6.7
AGIX KraneShares Artificial Intelligence and Technology ETF 1.0 99 -49 1.3 +2.7
SRHQ SRH U.S. Quality ETF 1.0 35 15 6.0 +7.5
SNPV Xtrackers S&P 500 Value ESG ETF 1.0 15 35 5.3 +6.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.0 17 33 4.9 +6.3
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.0 35 15 6.6 +8.1
SMMD iShares Russell 2500 ETF 1.0 15 35 5.4 +6.9
PTL Inspire 500 ETF 1.0 9 41 4.5 +5.9
IMCG iShares Morningstar Mid-Cap Growth ETF 1.0 6 44 3.3 +4.8
SCHA Schwab U.S. Small-Cap ETF 0.9 4 46 4.3 +5.8
PY Principal Value ETF 0.9 15 35 6.9 +8.4
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.9 35 15 5.8 +7.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.9 20 30 3.9 +5.3
JSTC Adasina Social Justice All Cap Global ETF 0.9 89 -39 4.3 +5.8
QQQM Invesco NASDAQ 100 ETF 0.9 15 35 3.4 +4.9
QQQ Invesco QQQ Trust Series I 0.9 20 30 3.4 +4.8
QQMG Invesco ESG NASDAQ 100 ETF 0.9 20 30 3.3 +4.8
FNDA Schwab Fundamental US Small Co. Index ETF 0.9 25 25 5.9 +7.4
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.9 15 35 3.9 +5.4
LRNZ TrueShares Technology, AI & Deep Learning ETF 0.9 69 -19 -0.8 +0.7
DSMC Distillate Small/Mid Cash Flow ETF 0.9 55 -5 10.4 +11.9
ICOW Pacer Developed Markets International Cash Cows 100 ETF 0.9 65 -15 8.1 +9.6
SMLF iShares U.S. SmallCap Equity Factor ETF 0.9 15 35 4.9 +6.4
VFLO VictoryShares Free Cash Flow ETF 0.9 39 11 7.0 +8.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.9 20 30 5.5 +6.9
XOEF iShares S&P 500 ex S&P 100 ETF 0.9 20 30 4.6 +6.1
FMDE Fidelity Enhanced Mid Cap ETF 0.9 23 27 5.3 +6.8
CHRI Global X S&P 500 Christian Values ETF 0.9 29 21 4.0 +5.5
FFF Founders 100 ETF 0.9 75 -25 2.7 +4.1
NUMV Nuveen ESG Mid-Cap Value ETF 0.9 31 19 5.4 +6.9
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.9 12 38 3.7 +5.2
RFFC ALPS Active Equity Opportunity ETF 0.9 48 2 3.7 +5.2
IWC iShares Micro-Cap ETF 0.9 60 -10 -1.4 +0.1
QGRW WisdomTree U.S. Quality Growth Fund 0.9 28 22 3.0 +4.5
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.8 15 35 6.0 +7.5
FSST Fidelity Sustainable U.S. Equity ETF 0.8 59 -9 3.6 +5.0
DFLV Dimensional US Large Cap Value ETF 0.8 22 28 5.9 +7.4
VB Vanguard Small-Cap ETF 0.8 5 45 5.1 +6.6
CHGX AXS Change Finance ESG ETF 0.8 49 1 4.4 +5.9
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.8 59 -9 4.2 +5.7
GQQQ Astoria US Quality Growth Kings ETF 0.8 35 15 3.4 +4.9
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.8 95 -45 -0.5 +0.9
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 0.8 49 1 7.7 +9.2
NULG Nuveen ESG Large-Cap Growth ETF 0.8 26 24 2.9 +4.4
FBOT Fidelity Disruptive Automation ETF 0.8 50 0 3.1 +4.5
SPLV Invesco S&P 500 Low Volatility ETF 0.8 25 25 4.9 +6.3
IBB iShares Biotechnology ETF 0.8 45 5 -0.5 +1.0
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.8 30 20 7.5 +9.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.8 24 26 7.0 +8.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.8 9 41 4.3 +5.8
AVMV Avantis U.S. Mid Cap Value ETF 0.8 20 30 7.2 +8.7
ETHO Etho Climate Leadership U.S. ETF 0.8 47 3 4.1 +5.6
GPT Intelligent Alpha Atlas ETF 0.8 69 -19 6.1 +7.6
FFOG Franklin Focused Growth ETF 0.8 61 -11 1.7 +3.2
EQWL Invesco S&P 100 Equal Weight ETF 0.8 25 25 5.4 +6.8
MNZL Manzil Russell Halal USA Broad MarketETF 0.8 40 10 3.8 +5.3
SPXT ProShares S&P 500 Ex-Technology ETF 0.8 9 41 4.9 +6.4
XSMO Invesco S&P SmallCap Momentum ETF 0.8 39 11 3.6 +5.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.7 10 40 4.3 +5.8
IBOT Vaneck Robotics ETF 0.7 47 3 3.3 +4.8
AVUV Avantis U.S. Small Cap Value ETF 0.7 25 25 7.7 +9.2
SPGP Invesco S&P 500 GARP ETF 0.7 34 16 5.7 +7.2
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 0.7 60 -10 9.4 +10.9
EQAL Invesco Russell 1000 Equal Weight ETF 0.7 20 30 6.1 +7.6
DFAS Dimensional U.S. Small Cap ETF 0.7 26 24 5.4 +6.9
ARTY iShares Future AI & Tech ETF 0.7 47 3 2.6 +4.1
VXF Vanguard Extended Market ETF 0.7 5 45 3.7 +5.2
SKYY First Trust Cloud Computing ETF 0.7 60 -10 3.0 +4.4
AVUQ Avantis U.S. Quality ETF 0.7 15 35 3.7 +5.2
CSTK Invesco Comstock Contrarian Equity ETF 0.7 35 15 5.7 +7.2
WISE Themes Generative Artificial Intelligence ETF 0.7 35 15 -0.4 +1.1
TPSC Timothy Plan US Small Cap Core ETF 0.7 52 -2 6.4 +7.9
IAK iShares U.S. Insurance ETF 0.7 40 10 6.4 +7.9
FPX First Trust US Equity Opportunities ETF 0.7 61 -11 0.8 +2.3
KTEC KraneShares Hang Seng TECH Index ETF 0.7 69 -19 22.4 +23.9
SSPY Syntax Stratified LargeCap ETF 0.7 30 20 6.0 +7.5
PRXG Praxis Impact Large Cap Growth ETF 0.7 36 14 3.3 +4.8
HAPI Harbor Human Capital Factor US Large Cap ETF 0.7 36 14 4.2 +5.6
FTA First Trust Large Cap Value AlphaDEX Fund 0.7 59 -9 7.4 +8.9
JOET Virtus Terranova US Quality Momentum ETF 0.7 29 21 3.8 +5.3
AVSC Avantis U.S Small Cap Equity ETF 0.7 25 25 4.4 +5.9
AFSM First Trust Active Factor Small Cap ETF 0.7 75 -25 5.5 +7.0
VFQY Vanguard U.S. Quality Factor ETF 0.7 13 37 5.4 +6.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.7 39 11 7.0 +8.5
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.6 20 30 7.2 +8.6
VUG Vanguard Growth ETF 0.6 4 46 21.6 +23.0
USXF iShares ESG Advanced MSCI USA ETF 0.6 10 40 3.8 +5.3
JHSC John Hancock Multifactor Small Cap ETF 0.6 42 8 5.9 +7.3
DFSU Dimensional US Sustainability Core 1 ETF 0.6 18 32 4.7 +6.1
WCEO Hypatia Women CEO ETF 0.6 85 -35 4.5 +6.0
AIEQ AI Powered Equity ETF 0.6 75 -25 3.7 +5.2
MODL VictoryShares WestEnd U.S. Sector ETF 0.6 42 8 4.1 +5.5
ONEQ Fidelity Nasdaq Composite Index ETF 0.6 21 29 3.0 +4.5
ITAN Sparkline Intangible Value ETF 0.6 50 0 5.9 +7.4
AOTS AOT Software Platform ETF 0.6 49 1 4.9 +6.4
MFVL Motley Fool Value Factor ETF 0.6 50 0 5.7 +7.2
ILCG iShares Morningstar Growth ETF 0.6 4 46 3.2 +4.7
WRND IQ Global Equity R&D Leaders ETF 0.6 18 32 4.2 +5.7
FNX First Trust Mid Cap Core AlphaDEX Fund 0.6 60 -10 6.1 +7.6
LRGC AB US Large Cap Strategic Equities ETF 0.6 48 2 3.8 +5.3
BLES Inspire Global Hope ETF 0.6 61 -11 5.7 +7.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.6 45 5 3.7 +5.2
GLBL Pacer MSCI World Industry Advantage ETF 0.6 65 -15 3.5 +5.0
DSPY Tema S&P 500 Historical Weight ETF 0.6 18 32 4.4 +5.9
ACVF American Conservative Values ETF 0.6 75 -25 3.8 +5.2
JHML John Hancock Multifactor Large Cap ETF 0.6 29 21 4.5 +6.0
XMAG Defiance Large Cap ex-Mag 7 ETF 0.6 35 15 4.3 +5.7
DARP Grizzle Growth ETF 0.6 75 -25 1.8 +3.3
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.6 15 35 8.7 +10.2
AQLT iShares MSCI Global Quality Factor ETF 0.6 18 32 0.0 +1.5
IJS iShares S&P Small-Cap 600 Value ETF 0.6 18 32 8.6 +10.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.6 10 40 8.7 +10.1
ESGV Vanguard ESG U.S. Stock ETF 0.6 9 41 4.2 +5.7
ISRA VanEck Israel ETF 0.6 59 -9 6.1 +7.6
TTAC FCF US Quality ETF 0.6 59 -9 5.8 +7.2
MGK Vanguard Mega Cap Growth ETF 0.6 7 43 18.1 +19.5
DXUV Dimensional US Vector Equity ETF 0.6 28 22 5.2 +6.7
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.6 20 30 5.7 +7.2
FEX First Trust Large Cap Core AlphaDEX Fund 0.5 59 -9 4.9 +6.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.5 15 35 4.3 +5.7
OPTZ Optimize Strategy Index ETF 0.5 50 0 3.5 +4.9
GCOW Pacer Global Cash Cows Dividend ETF 0.5 60 -10 9.4 +10.8
STXG Strive 1000 Growth ETF 0.5 18 32 3.3 +4.8
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.5 20 30 5.9 +7.4
SUSA iShares MSCI USA ESG Select ETF 0.5 25 25 4.0 +5.5
SPXN ProShares S&P 500 Ex-Financials ETF 0.5 9 41 4.1 +5.6
FDWM Fidelity Women's Leadership ETF 0.5 59 -9 3.9 +5.4
WSML iShares MSCI World Small-Cap ETF 0.5 15 35 5.4 +6.8
IWN iShares Russell 2000 Value ETF 0.5 24 26 4.6 +6.0
VTWV Vanguard Russell 2000 Value ETF 0.5 10 40 4.7 +6.2
VOOG Vanguard S&P 500 Growth ETF 0.5 7 43 19.3 +20.8
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 8 4.0 +5.5
IQM Franklin Intelligent Machines ETF 0.5 50 0 1.2 +2.7
TOPC iShares S&P 500 3% Capped ETF 0.5 15 35 4.4 +5.9
RVRB Reverb ETF 0.5 30 20 3.6 +5.0
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.5 4 46 3.2 +4.7
IVW iShares S&P 500 Growth ETF 0.5 18 32 3.0 +4.5
IUSG iShares Core S&P U.S. Growth ETF 0.5 4 46 3.2 +4.7
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.5 15 35 5.0 +6.5
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 0.5 29 21 7.3 +8.7
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.5 32 18 3.9 +5.4
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.5 19 31 4.9 +6.3
VONG Vanguard Russell 1000 Growth ETF 0.5 7 43 3.8 +5.3
IWF iShares Russell 1000 Growth ETF 0.5 19 31 15.4 +16.9
BUL Pacer US Cash Cows Growth ETF 0.5 60 -10 3.5 +5.0
SPXE ProShares S&P 500 Ex-Energy ETF 0.5 9 41 4.1 +5.6
DFAC Dimensional U.S. Core Equity 2 ETF 0.5 17 33 4.7 +6.2
HLAL Wahed FTSE USA Shariah ETF 0.5 50 0 3.7 +5.2
FPAG FPA Global Equity ETF 0.5 49 1 5.8 +7.3
DEUS Xtrackers Russell US Multifactor ETF 0.5 17 33 6.3 +7.8
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.5 20 30 5.5 +7.0
XVV iShares ESG Screened S&P 500 ETF 0.5 8 42 4.2 +5.7
JEPI JPMorgan Equity Premium Income ETF 0.5 35 15 5.1 +6.6
AVLV Avantis U.S. Large Cap Value ETF 0.5 15 35 5.7 +7.2
JGRO JPMorgan Active Growth ETF 0.5 44 6 2.6 +4.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.5 7 43 5.2 +6.7
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.5 38 12 5.0 +6.4
EGUS iShares ESG Aware MSCI USA Growth ETF 0.5 18 32 3.1 +4.6
VTI Vanguard Total Stock Market ETF 0.5 3 47 4.2 +5.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.5 10 40 4.1 +5.6
IJK iShares S&P Mid-Cap 400 Growth ETF 0.5 17 33 4.1 +5.6
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.5 15 35 4.1 +5.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.5 7 43 4.2 +5.6
PBUS Invesco MSCI USA ETF 0.5 4 46 4.3 +5.7
IWV iShares Russell 3000 ETF 0.5 20 30 4.1 +5.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.5 3 47 4.2 +5.7
VTHR Vanguard Russell 3000 ETF 0.5 7 43 4.2 +5.7
DFUV Dimensional US Marketwide Value ETF 0.5 22 28 5.9 +7.4
QVML Invesco S&P 500 QVM Multi-factor ETF 0.5 11 39 4.4 +5.8
BKLC BNY Mellon US Large Cap Core Equity ETF 0.5 0 50 12.6 +14.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.5 29 21 4.0 +5.5
DFSV Dimensional US Small Cap Value ETF 0.5 31 19 8.5 +10.0
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.5 20 30 4.0 +5.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.5 24 26 5.8 +7.3
LRGF iShares U.S. Equity Factor ETF 0.5 8 42 4.6 +6.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.5 20 30 4.3 +5.7
VOTE TCW Transform 500 ETF 0.5 5 45 4.2 +5.6
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.5 3 47 4.4 +5.9
EWA iShares MSCI Australia ETF 0.4 50 0 5.3 +6.8
DCOR Dimensional US Core Equity 1 ETF 0.4 14 36 4.6 +6.1
DFUS Dimensional U.S. Equity ETF 0.4 9 41 4.1 +5.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.4 25 25 4.9 +6.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.4 30 20 3.7 +5.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.4 11 39 4.2 +5.7
CALF Pacer US Small Cap Cash Cows 100 ETF 0.4 59 -9 8.6 +10.1
VOO Vanguard S&P 500 ETF 0.4 3 47 4.3 +5.8
SPY SPDR S&P 500 ETF 0.4 9 41 4.2 +5.7
IVV iShares Core S&P 500 ETF 0.4 3 47 4.3 +5.8
SPYM State Street SPDR Portfolio S&P 500 ETF 0.4 2 48 4.3 +5.8
IWY iShares Russell Top 200 Growth ETF 0.4 20 30 3.9 +5.3
REVS Columbia Research Enhanced Value ETF 0.4 19 31 6.4 +7.9
QLC FlexShares US Quality Large Cap Index Fund 0.4 25 25 4.5 +6.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.4 2 48 4.2 +5.7
TMFC Motley Fool 100 Index ETF 0.4 50 0 3.1 +4.5
VV Vanguard Large-Cap ETF 0.4 4 46 4.2 +5.6
RGEF Rockefeller Global Equity ETF 0.4 55 -5 3.9 +5.3
GXLC Global X U.S. 500 ETF 0.4 2 48 4.1 +5.6
SIXL ETC 6 Meridian Low Beta Equity ETF 0.4 80 -30 5.7 +7.2
MILN Global X Millennial Consumer ETF 0.4 50 0 4.2 +5.6
AIVI WisdomTree International AI Enhanced Value Fund 0.4 58 -8 6.2 +7.7
IYY iShares Dow Jones U.S. ETF 0.4 20 30 4.1 +5.6
IWB iShares Russell 1000 ETF 0.4 15 35 4.2 +5.7
VONE Vanguard Russell 1000 ETF 0.4 7 43 4.3 +5.8
EQL Alps Equal Sector Weight ETF 0.4 25 25 5.1 +6.6
FTC First Trust Large Cap Growth AlphaDEX Fund 0.4 59 -9 1.8 +3.3
INRO iShares U.S. Industry Rotation Active ETF 0.4 42 8 3.6 +5.1
SCHB Schwab U.S. Broad Market ETF 0.4 3 47 4.3 +5.7
XLG Invesco S&P 500 Top 50 ETF 0.4 20 30 3.8 +5.3
JSML Janus Henderson Small Cap Growth Alpha ETF 0.4 30 20 2.6 +4.1
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.4 47 3 7.3 +8.7
ILCB iShares Morningstar U.S. Equity ETF 0.4 3 47 4.2 +5.6
TOV JLens 500 Jewish Advocacy U.S. ETF 0.4 18 32 4.0 +5.5
SFY SoFi Select 500 ETF 0.4 0 50 3.8 +5.3
DFAU Dimensional US Core Equity Market ETF 0.4 12 38 4.3 +5.8
XMHQ Invesco S&P MidCap Quality ETF 0.4 25 25 5.9 +7.4
FLAU Franklin FTSE Australia ETF 0.4 9 41 5.9 +7.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.4 15 35 5.0 +6.5
GQI Natixis Gateway Quality Income ETF 0.4 34 16 4.6 +6.1
QINT American Century Quality Diversified International ETF 0.4 39 11 6.6 +8.1
DFVX Dimensional US Large Cap Vector ETF 0.4 22 28 5.3 +6.8
OEI Optimized Equity Income ETF 0.4 75 -25 3.6 +5.1
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.4 60 -10 9.6 +11.0
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.4 35 15 4.8 +6.3
DSI iShares MSCI KLD 400 Social ETF 0.4 25 25 4.3 +5.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.4 9 41 4.4 +5.9
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.4 35 15 6.7 +8.1
HUSV First Trust Horizon Managed Volatility Domestic ETF 0.4 70 -20 4.6 +6.1
PRXV Praxis Impact Large Cap Value ETF 0.4 36 14 5.4 +6.8
NANC Unusual Whales Subversive Democratic Trading ETF 0.4 75 -25 3.0 +4.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.4 18 32 6.7 +8.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.4 7 43 4.5 +5.9
PATN Pacer Nasdaq International Patent Leaders ETF 0.4 65 -15 4.2 +5.7
SCHK Schwab 1000 Index ETF 0.4 5 45 4.3 +5.8
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.4 35 15 6.2 +7.7
SCHX Schwab U.S. Large-Cap ETF 0.4 3 47 4.3 +5.8
TOK iShares MSCI Kokusai ETF 0.4 26 24 4.3 +5.8
KOKU Xtrackers MSCI Kokusai Equity ETF 0.4 9 41 4.4 +5.9
AVUS Avantis U.S. Equity ETF 0.4 15 35 4.7 +6.2
ENHU iShares Enhanced Large Cap Core Active ETF 0.4 22 28 4.2 +5.6
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 0.4 65 -15 4.2 +5.7
SGLC SGI U.S. Large Cap Core ETF 0.4 85 -35 3.7 +5.2
YNOT Horizon Digital Frontier ETF 0.4 75 -25 2.8 +4.3
VSLU Applied Finance Valuation Large Cap ETF 0.4 49 1 4.9 +6.4
FAB First Trust Multi Cap Value AlphaDEX Fund 0.4 67 -17 8.3 +9.8
APUE ActivePassive U.S. Equity ETF 0.4 45 5 4.0 +5.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.4 25 25 5.4 +6.9
ESGU iShares ESG Aware MSCI USA ETF 0.4 15 35 4.2 +5.7
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.4 25 25 6.1 +7.6
GSPY Gotham Enhanced 500 ETF 0.3 50 0 4.4 +5.9
URTH iShares MSCI World ETF 0.3 24 26 4.4 +5.8
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.3 8 42 4.5 +5.9
TTAI FCF International Quality ETF 0.3 59 -9 6.9 +8.4
QDEF FlexShares Quality Dividend Defensive Index Fund 0.3 37 13 5.4 +6.9
NULC Nuveen ESG Large-Cap ETF 0.3 21 29 4.0 +5.5
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.3 40 10 3.6 +5.0
IVE iShares S&P 500 Value ETF 0.3 18 32 5.5 +7.0
VOOV Vanguard S&P 500 Value ETF 0.3 7 43 5.6 +7.1
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.3 4 46 5.6 +7.1
IWD iShares Russell 1000 Value ETF 0.3 19 31 5.2 +6.7
VONV Vanguard Russell 1000 Value ETF 0.3 7 43 5.3 +6.8
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.3 20 30 8.4 +9.9
ISMD Inspire Small/Mid Cap ETF 0.3 54 -4 4.8 +6.3
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.3 12 38 6.1 +7.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.3 25 25 4.2 +5.7
DIVI Franklin International Core Dividend Tilt Index ETF 0.3 9 41 6.6 +8.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.3 29 21 6.2 +7.7
SMOX Horizon Small/Mid Cap Core Equity ETF 0.3 75 -25 5.2 +6.7
USEW Cambria US EW ETF 0.3 30 20 4.1 +5.6
IUSV iShares Core S&P US Value ETF 0.3 4 46 5.7 +7.2
AVSU Avantis Responsible U.S. Equity ETF 0.3 15 35 4.9 +6.4
QDF FlexShares Quality Dividend Index Fund 0.3 37 13 5.3 +6.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.3 14 36 4.2 +5.7
VT Vanguard Total World Stock ETF 0.3 6 44 5.1 +6.5
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 0.3 19 31 5.3 +6.8
ACWI iShares MSCI ACWI ETF 0.3 32 18 4.7 +6.2
DFIV Dimensional International Value ETF 0.3 27 23 7.7 +9.2
EVUS iShares ESG Aware MSCI USA Value ETF 0.3 18 32 5.5 +7.0
QWLD SPDR MSCI World StrategicFactors ETF 0.3 30 20 5.2 +6.7
EQIN Columbia US Equity Income ETF 0.3 35 15 6.0 +7.5
ISCV iShares Morningstar Small Cap Value ETF 0.3 6 44 7.5 +9.0
AFMC First Trust Active Factor Mid Cap ETF 0.3 65 -15 6.9 +8.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.3 12 38 4.5 +6.0
EPP iShares MSCI Pacific ex-Japan ETF 0.3 47 3 4.9 +6.4
RAUS RACWI US ETF 0.3 15 35 4.2 +5.7
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.3 25 25 6.3 +7.8
XJH iShares ESG Screened S&P Mid-Cap ETF 0.3 12 38 5.8 +7.3
MEDX Horizon Kinetics Medical ETF 0.3 85 -35 1.4 +2.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 41 4.9 +6.4
GLOF iShares Global Equity Factor ETF 0.3 20 30 5.6 +7.1
JQUA JPMorgan U.S. Quality Factor ETF 0.3 12 38 4.9 +6.4
EPS WisdomTree U.S. LargeCap Fund 0.3 8 42 4.8 +6.3
RWL Invesco S&P 500 Revenue ETF 0.3 39 11 5.7 +7.1
EZU iShares MSCI Eurozone ETF 0.3 52 -2 5.7 +7.1
HEZU iShares Currency Hedged MSCI Eurozone ETF 0.3 53 -3 5.4 +6.9
AOTG AOT Growth and Innovation ETF 0.3 75 -25 1.3 +2.8
DAK Dakota Active Equity ETF 0.3 43 7 3.8 +5.3
OEF iShares S&P 100 ETF 0.3 20 30 3.9 +5.4
JHMD John Hancock Multifactor Developed International ETF 0.3 39 11 6.2 +7.7
IUS Invesco RAFI Strategic US ETF 0.3 19 31 5.5 +7.0
SPHQ Invesco S&P 500 Quality ETF 0.3 15 35 4.6 +6.1
MDY SPDR S&P Midcap 400 ETF Trust 0.3 23 27 5.8 +7.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.3 20 30 4.8 +6.3
OALC OneAscent Large Cap Core ETF 0.3 86 -36 3.5 +5.0
HDUS Hartford Disciplined US Equity ETF 0.3 19 31 4.8 +6.3
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.3 45 5 5.4 +6.9
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.3 47 3 7.3 +8.8
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.2 3 47 6.0 +7.5
IJH iShares Core S&P Mid-Cap ETF 0.2 5 45 6.0 +7.5
IVOO Vanguard S&P Mid-Cap 400 ETF 0.2 7 43 6.0 +7.5
VTV Vanguard Value ETF 0.2 4 46 5.6 +7.1
PRF Invesco FTSE RAFI US 1000 ETF 0.2 34 16 5.5 +7.0
AIQ Global X Artificial Intelligence & Technology ETF 0.2 68 -18 3.0 +4.5
MGC Vanguard Mega Cap ETF 0.2 7 43 4.0 +5.5
KLMN Invesco MSCI North America Climate ETF 0.2 9 41 4.4 +5.8
EZM WisdomTree U.S. MidCap Fund 0.2 38 12 7.8 +9.3
RAFE PIMCO RAFI ESG U.S. ETF 0.2 29 21 6.0 +7.5
GVUS Marketbeta Russell 1000 Value Equity ETF 0.2 12 38 5.2 +6.7
RECS Columbia Research Enhanced Core ETF 0.2 15 35 5.3 +6.7
CIL VictoryShares International Volatility Wtd ETF 0.2 45 5 5.9 +7.4
ILCV iShares Morningstar Value ETF 0.2 4 46 5.3 +6.8
STXM Strive Mid-Cap ETF 0.2 18 32 5.9 +7.4
SUSL iShares ESG MSCI USA Leaders ETF 0.2 10 40 4.3 +5.8
IWL iShares Russell Top 200 ETF 0.2 15 35 4.0 +5.4
VEGN US Vegan Climate ETF 0.2 60 -10 3.4 +4.9
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.2 25 25 7.4 +8.9
FELG Fidelity Enhanced Large Cap Growth ETF 0.2 18 32 3.5 +5.0
QUAL iShares MSCI USA Quality Factor ETF 0.2 15 35 4.4 +5.9
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 25 6.1 +7.5
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.2 15 35 6.0 +7.5
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.2 43 7 4.8 +6.2
STXD Strive 1000 Dividend Growth ETF 0.2 35 15 4.4 +5.9
SFTY Horizon Managed Risk ETF 0.2 77 -27 3.5 +5.0
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.2 10 40 4.3 +5.8
VFMF Vanguard U.S. Multifactor ETF 0.2 18 32 6.3 +7.8
EFG iShares MSCI EAFE Growth ETF 0.2 36 14 3.9 +5.3
ADME Aptus Drawdown Managed Equity ETF 0.2 79 -29 3.4 +4.9
VBR Vanguard Small Cap Value ETF 0.2 7 43 7.6 +9.1
AVIE Avantis  Inflation Focused Equity ETF 0.2 25 25 5.9 +7.3
JPIN J.P. Morgan Diversified Return International Equity ETF 0.2 37 13 7.1 +8.6
STOX Horizon Core Equity ETF 0.2 70 -20 3.6 +5.1
GOP Unusual Whales Subversive Republican Trading ETF 0.2 50 0 4.2 +5.7
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 22 8.3 +9.8
IQDF FlexShares International Quality Dividend Index Fund 0.2 47 3 7.5 +9.0
FLEE Franklin FTSE Europe ETF 0.2 9 41 6.3 +7.8
FSMD Fidelity Small-Mid Multifactor ETF 0.2 15 35 6.4 +7.9
IEUR iShares Core MSCI Europe ETF 0.2 11 39 6.4 +7.9
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.2 40 10 5.6 +7.1
BBEU JPMorgan BetaBuilders Europe ETF 0.2 9 41 6.2 +7.7
KLMT Invesco MSCI Global Climate 500 ETF 0.2 10 40 5.0 +6.5
EES WisdomTree U.S. SmallCap Fund 0.2 38 12 7.6 +9.0
DOL WisdomTree International LargeCap Dividend Fund 0.2 48 2 5.6 +7.1
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.2 42 8 4.1 +5.6
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.2 35 15 5.7 +7.2
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.2 46 4 5.3 +6.8
PIEL Pacer International Export Leaders ETF 0.2 60 -10 4.1 +5.6
AFLG First Trust Active Factor Large Cap ETF 0.2 55 -5 5.0 +6.5
VGK Vanguard FTSE Europe ETF 0.2 6 44 6.6 +8.0
IVLU iShares MSCI Intl Value Factor ETF 0.2 30 20 8.0 +9.5
SPEU SPDR Portfolio Europe ETF 0.2 7 43 6.5 +8.0
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.2 20 30 5.6 +7.1
DWM WisdomTree International Equity Fund 0.2 48 2 5.6 +7.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.2 19 31 5.1 +6.6
IDHQ Invesco S&P International Developed High Quality ETF 0.2 29 21 5.1 +6.5
SNPE Xtrackers S&P 500 ESG ETF 0.2 10 40 4.4 +5.9
FNDX Schwab Fundamental US Large Co. Index ETF 0.1 25 25 6.1 +7.6
IEV iShares Europe ETF 0.1 67 -17 5.9 +7.4
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.1 49 1 5.1 +6.6
EFA iShares MSCI EAFE ETF 0.1 35 15 5.8 +7.2
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 30 5.8 +7.3
RWK Invesco S&P MidCap 400 Revenue ETF 0.1 39 11 7.6 +9.1
HEFA iShares Currency Hedged MSCI EAFE ETF 0.1 35 15 5.6 +7.1
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.1 35 15 5.8 +7.3
FLQL Franklin LibertyQ U.S. Equity ETF 0.1 15 35 4.6 +6.1
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 32 3.3 +4.8
STXV Strive 1000 Value ETF 0.1 18 32 6.6 +8.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.1 10 40 3.8 +5.3
FENI Fidelity Enhanced International ETF 0.1 28 22 5.8 +7.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.1 4 46 16.9 +18.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.1 30 20 3.8 +5.2
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.1 36 14 5.2 +6.6
IEFA iShares Core MSCI EAFE ETF 0.1 7 43 6.1 +7.6
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 1 6.1 +7.6
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.1 12 38 3.9 +5.3
EBI Longview Advantage ETF 0.1 35 15 5.9 +7.3
VIG Vanguard Dividend Appreciation ETF 0.1 5 45 4.9 +6.4
BKIE BNY Mellon International Equity ETF 0.1 4 46 18.0 +19.5
HFXI IQ FTSE International Equity Currency Neutral ETF 0.1 20 30 5.6 +7.1
FYT First Trust Small Cap Value AlphaDEX Fund 0.1 73 -23 9.2 +10.7
THRO iShares U.S. Thematic Rotation Active ETF 0.1 90 -40 3.2 +4.7
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 3 47 5.9 +7.4
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 26 5.7 +7.1
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.1 20 30 4.3 +5.8
SCHM Schwab U.S. Mid-Cap ETF 0.1 4 46 5.8 +7.3
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 5 6.8 +8.3
ROSC Hartford Multifactor Small Cap ETF 0.1 34 16 6.8 +8.3
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.1 15 35 6.6 +8.1
VIGI Vanguard International Dividend Appreciation ETF 0.1 10 40 6.0 +7.5
IDEV iShares Core MSCI International Developed Markets ETF 0.1 4 46 6.0 +7.5
DFIS Dimensional International Small Cap ETF 0.1 39 11 6.2 +7.7
GEW Cambria Global EW ETF 0.1 29 21 5.4 +6.9
SCHF Schwab International Equity ETF 0.1 6 44 6.0 +7.4
VSGX Vanguard ESG International Stock ETF 0.1 10 40 6.7 +8.2
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 20 6.5 +8.0
VEA Vanguard FTSE Developed Markets ETF 0.1 3 47 6.0 +7.5
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 25 7.4 +8.9
PFM Invesco Dividend Achievers ETF 0.1 53 -3 4.6 +6.1
JMOM JPMorgan U.S. Momentum Factor ETF 0.1 12 38 3.4 +4.8
FBCG Fidelity Blue Chip Growth ETF 0.1 59 -9 2.3 +3.8
VFMO Vanguard U.S. Momentum Factor ETF 0.1 13 37 1.7 +3.2
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 11 6.9 +8.3
FELV Fidelity Enhanced Large Cap Value ETF 0.1 18 32 5.3 +6.8
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.1 80 -30 9.6 +11.1
EFV iShares MSCI EAFE Value ETF 0.1 34 16 7.5 +8.9
DMXF iShares ESG Advanced MSCI EAFE ETF 0.1 12 38 4.9 +6.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.1 29 21 5.6 +7.0
MCHI iShares MSCI China ETF 0.1 59 -9 21.0 +22.5
DFAI Dimensional International Core Equity Market ETF 0.1 18 32 6.0 +7.5
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 34 16 6.4 +7.9
ESGE iShares ESG Aware MSCI EM ETF 0.1 25 25 8.5 +10.0
VXUS Vanguard Total International Stock ETF 0.1 5 45 6.7 +8.2
VEU Vanguard FTSE All-World ex-US Index Fund 0.1 4 46 6.8 +8.3
IPAC iShares Core MSCI Pacific ETF 0.1 9 41 5.5 +7.0
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.1 18 32 6.4 +7.9
FELC Fidelity Enhanced Large Cap Core ETF 0.1 18 32 4.4 +5.8
FNCL Fidelity MSCI Financials Index ETF 0.1 8 42 5.8 +7.3
FLCH Franklin FTSE China ETF 0.1 19 31 18.6 +20.1
IXUS iShares Core MSCI Total International Stock ETF 0.1 7 43 6.7 +8.1
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.1 30 20 6.1 +7.6
NACP Impact Shares NAACP Minority Empowerment ETF 0.1 49 1 3.7 +5.2
DGRO iShares Core Dividend Growth ETF 0.1 8 42 5.4 +6.9
VFH Vanguard Financials ETF 0.1 9 41 5.9 +7.3
DXIV Dimensional International Vector Equity ETF 0.1 34 16 6.6 +8.1
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 22 5.6 +7.1
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.1 41 9 5.9 +7.4
DLN WisdomTree U.S. LargeCap Dividend Fund 0.1 28 22 5.3 +6.8
TXS Texas Capital Texas Equity Index ETF 0.1 49 1 5.0 +6.4
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.1 29 21 7.0 +8.5
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.1 15 35 7.8 +9.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.1 75 -25 3.1 +4.6
ISCF iShares International SmallCap Equity Factor ETF 0.1 23 27 7.4 +8.8
GXC SPDR S & P China ETF 0.1 59 -9 19.5 +20.9
BKF iShares MSCI BIC ETF 0.1 69 -19 15.0 +16.5
SFGV Sequoia Global Value ETF 0.1 23 27 7.0 +8.5
ROUS Hartford Multifactor US Equity ETF 0.1 19 31 5.4 +6.9
VPL Vanguard FTSE Pacific ETF 0.1 7 43 5.3 +6.8
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.1 39 11 7.0 +8.5
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.1 8 42 6.5 +8.0
GWX SPDR S&P International Small Cap ETF 0.1 40 10 6.1 +7.6
IQLT iShares MSCI Intl Quality Factor ETF 0.1 30 20 5.5 +6.9
USMV iShares MSCI USA Min Vol Factor ETF 0.1 15 35 5.3 +6.8
LDEM iShares ESG MSCI EM Leaders ETF 0.1 17 33 13.1 +14.6
DFIC Dimensional International Core Equity 2 ETF 0.1 23 27 6.3 +7.8
SCZ iShares MSCI EAFE Small-Cap ETF 0.0 40 10 6.2 +7.7
EMXF iShares ESG Advanced MSCI EM ETF 0.0 16 34 6.8 +8.3
DIHP Dimensional International High Profitability ETF 0.0 29 21 5.8 +7.3
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 20 6.5 +8.0
PNQI Invesco NASDAQ Internet ETF 0.0 60 -10 4.1 +5.5
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.0 24 26 6.9 +8.4
IEUS iShares MSCI Europe Small-Cap ETF 0.0 42 8 6.9 +8.4
TEXN iShares Texas Equity ETF 0.0 20 30 5.2 +6.6
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.0 14 36 5.3 +6.8
AVDE Avantis International Equity ETF 0.0 23 27 6.2 +7.7
EEMA iShares MSCI Emerging Markets Asia ETF 0.0 49 1 7.7 +9.2
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.0 58 -8 5.3 +6.8
AVSD Avantis Responsible International Equity ETF 0.0 23 27 5.9 +7.4
NUEM Nuveen ESG Emerging Markets Equity ETF 0.0 36 14 6.2 +7.7
IQSI IQ Candriam International Equity ETF 0.0 15 35 5.6 +7.1
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.0 12 38 5.3 +6.8
INTF iShares International Equity Factor ETF 0.0 15 35 6.5 +8.0
SCHC Schwab International Small-Cap Equity ETF 0.0 11 39 6.8 +8.3
WSGE Warren Street Global Equity ETF 0.0 80 -30 2.9 +4.4
SCHE Schwab Emerging Markets Equity ETF 0.0 11 39 9.6 +11.1
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.0 70 -20 7.2 +8.7
VWO Vanguard FTSE Emerging Markets ETF 0.0 7 43 9.4 +10.8
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.0 41 9 7.2 +8.6
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.0 30 20 8.3 +9.7
FLAX Franklin FTSE Asia Ex Japan ETF 0.0 19 31 7.4 +8.9
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.0 15 35 8.3 +9.7
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 11 6.3 +7.8
IQDG WisdomTree International Quality Dividend Growth Fund 0.0 42 8 5.8 +7.3
DGRW WisdomTree US Quality Dividend Growth Fund 0.0 28 22 5.1 +6.5
IMFL Invesco International Developed Dynamic Multifactor ETF 0.0 34 16 5.3 +6.7
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 -16 7.6 +9.1
EEM iShares MSCI Emerging Markets ETF 0.0 69 -19 8.1 +9.6
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 0.0 69 -19 7.8 +9.3
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 41 8.5 +10.0
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 43 9.7 +11.2
IGRO iShares International Dividend Growth ETF 0.0 15 35 6.6 +8.1
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 15 7.2 +8.7
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 38 12 7.3 +8.8
JHEM John Hancock Multifactor Emerging Markets ETF 0.0 49 1 7.8 +9.3
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.0 59 -9 8.8 +10.3
AVSE Avantis Responsible Emerging Markets Equity ETF 0.0 33 17 6.9 +8.4

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

Content on this tab for subscribers only**

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

Content on this tab for subscribers only

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.