Global X HealthTech ETF
ALTAR
Score™		 -1.4% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 355.8x P/Sales
ratio		 1.9x
P/BV
ratio		 4.5x 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) $30
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
IQVIA HOLDINGS INC 6.1 %
OSCAR HEALTH, INC. CLASS A 5.9 %
VEEVA SYSTEMS INC-CLASS A 5.8 %
DEXCOM INC 5.2 %
PRO MEDICUS LIMITED 4.6 %
TEMPUS AI INC 4.2 %
GE HEALTHCARE TECHNOLOGIES INC. 4.1 %
RESMED INC 4.0 %
HIMS & HERS HEALTH, INC. CLASS A 3.6 %
KONINKLIIJKE ELECTRONICS NV 3.6 %
Total 46.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 83.0 %
AUSTRALIA 5.9 %
NETHERLANDS 3.6 %
DENMARK 3.2 %
HONG KONG 2.1 %
BRITAIN 1.2 %
SWEDEN 0.6 %
SOUTH KOREA 0.4 %



HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
1.4% -5.9% -11.8% -- -7.2%

Market Correlations
versus... Beta R-squared
S&P500 0.99 30%
MSCI EAFE 0.64 19%
MSCI Emg. Mkts. 0.29 10%

Technical Indicators
Recent close $28.47
30d moving avg. $27.94
Annualized volatility 24.0%
Short interest (ETF) 2.1%
Relative strength (RSI) 61

Liquidity measures
Avg. volume (thou.) 8
Turnover 0.8%
Bid/Ask (% of price) 2.45%
ADV underlying (mns) $1,546

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 712 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™: -1.4%


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 39.1 39 11 1.8 +3.2
IHI iShares U.S. Medical Devices ETF 19.6 40 10 4.9 +6.3
XHE State Street SPDR S&P Health Care Equipment ETF 19.0 35 15 3.4 +4.9
FMED Fidelity Disruptive Medicine ETF 15.7 50 0 -1.1 +0.4
MDEV First Trust Indxx Medical Devices ETF 13.5 70 -20 4.8 +6.2
HTEC ROBO Global Healthcare Technology and Innovation ETF 13.5 68 -18 2.0 +3.4
XHS State Street SPDR S&P Health Care Services ETF 10.9 35 15 3.2 +4.6
IHF iShares U.S. Healthcare Providers ETF 9.9 40 10 6.6 +8.0
PSCH Invesco S&P SmallCap Health Care ETF 9.6 29 21 2.0 +3.5
FXH First Trust Health Care AlphaDEX Fund 8.7 62 -12 4.3 +5.7
RSPH Invesco S&P 500 Equal Weight Health Care ETF 7.2 40 10 6.6 +8.0
TMFX Motley Fool Next Index ETF 7.1 50 0 2.9 +4.3
HYP Golden Eagle Dynamic Hypergrowth ETF 7.0 85 -35 -0.8 +0.7
ABLS Abacus FCF Small Cap Leaders ETF 7.0 59 -9 4.7 +6.1
GDOC Goldman Sachs Future Health Care Equity ETF 6.6 75 -25 0.9 +2.3
FTGS First Trust Growth Strength ETF 6.5 60 -10 3.7 +5.1
DTEC ALPS Disruptive Technologies ETF 6.3 50 0 3.5 +4.9
FSGS First Trust SMID Growth Strength ETF 6.3 60 -10 4.8 +6.2
FFTY Innovator IBD 50 ETF 6.2 80 -30 0.1 +1.5
BBH VanEck Biotech ETF 6.0 35 15 4.5 +5.9
ARKG ARK Genomic Revolution ETF 6.0 75 -25 -1.0 +0.4
USRD Themes US R&D Champions ETF 5.9 29 21 4.0 +5.5
SGRT SMART Earnings Growth 30 ETF 5.8 59 -9 2.5 +3.9
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 5.8 60 -10 4.3 +5.7
MOAT VanEck Morningstar Wide Moat ETF 5.7 46 4 5.4 +6.8
DIVE Dana Concentrated Dividend ETF 5.5 65 -15 6.5 +7.9
MEDI Harbor Health Care ETF 5.4 80 -30 -1.3 +0.1
FHLC Fidelity MSCI Health Care Index ETF 5.4 8 42 5.0 +6.5
LFSC F/m Emerald Life Sciences Innovation ETF 5.3 79 -29 0.0 +1.4
VHT Vanguard Health Care ETF 5.3 9 41 4.8 +6.2
XLV Health Care Select Sector SPDR 5.2 8 42 6.3 +7.7
TMFM Motley Fool Mid-Cap Growth ETF 5.2 85 -35 2.2 +3.6
SNSR Global X Internet of Things ETF 5.2 68 -18 3.5 +5.0
IYH iShares U.S. Healthcare ETF 5.1 40 10 5.5 +6.9
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.0 60 -10 3.5 +4.9
TMAT Main Thematic Innovation ETF 5.0 164 -114 -2.0 -0.5
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 4.8 65 -15 1.4 +2.8
SMRI Bushido Capital US Equity ETF 4.8 71 -21 6.6 +8.0
SMOT VanEck Morningstar SMID Moat ETF 4.7 49 1 6.4 +7.8
NUMG Nuveen ESG Mid-Cap Growth ETF 4.4 31 19 1.9 +3.3
SXQG ETC 6 Meridian Quality Growth ETF 4.4 100 -50 3.1 +4.5
HRTS Tema Heart & Health ETF 4.3 75 -25 2.8 +4.2
IXJ iShares Global Healthcare ETF 4.2 42 8 6.2 +7.6
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.1 58 -8 3.2 +4.6
CSD Invesco S&P Spin-Off ETF 4.1 65 -15 3.9 +5.3
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 3.0 +4.4
AGNG Global X Aging Population ETF 4.0 50 0 4.2 +5.6
FYC First Trust Small Cap Growth AlphaDEX Fund 3.9 71 -21 -0.6 +0.8
ANEW ProShares MSCI Transformational Changes ETF 3.9 45 5 4.3 +5.7
RNIN Bushido Capital US SMID Cap Equity ETF 3.8 70 -20 9.4 +10.8
TCV Towle Value ETF 3.8 85 -35 9.1 +10.5
QGRO American Century U.S. Quality Growth ETF 3.7 29 21 4.1 +5.5
SFLO VictoryShares Small Cap Free Cash Flow ETF 3.7 49 1 7.1 +8.5
RNSC Furst Trust Small Cap US Equity Select ETF 3.7 60 -10 4.6 +6.0
THNR Amplify Weight Loss Drug & Treatment ETF 3.6 59 -9 5.8 +7.2
RUNN Running Oak Efficient Growth ETF 3.6 58 -8 5.0 +6.4
MVAL VanEck Morningstar Wide Moat Value ETF 3.6 49 1 6.3 +7.7
QNXT iShares Nasdaq-100 ex Top 30 ETF 3.6 20 30 4.2 +5.6
BOTZ Global X Robotics & Artificial Intelligence ETF 3.5 69 -19 2.1 +3.5
JGRW Jensen Quality Growth ETF 3.4 57 -7 4.3 +5.7
HELX Franklin Genomic Advancements ETF 3.3 50 0 -1.3 +0.2
MFIG Motley Fool Innovative Growth Factor ETF 3.3 50 0 2.8 +4.2
IWO iShares Russell 2000 Growth ETF 3.2 24 26 0.5 +1.9
BMED Future Health ETF 3.2 85 -35 1.0 +2.4
CWS AdvisorShares Focused Equity ETF 3.2 84 -34 4.9 +6.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 3.2 49 1 4.6 +6.0
FFOX FundX Future Fund Opportunities ETF 3.1 100 -50 2.6 +4.0
RZG Invesco S&P Smallcap 600 Pure Growth ETF 3.0 35 15 3.1 +4.5
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 2.9 39 11 3.8 +5.2
PSC Principal U.S. Small-Cap ETF 2.9 38 12 3.6 +5.0
AGIQ Sofi Agentic AI ETF 2.9 69 -19 6.8 +8.2
MBCC Monarch Blue Chips Core ETF 2.9 125 -75 3.8 +5.3
LOUP Innovator Deepwater Frontier Tech ETF 2.9 70 -20 1.0 +2.4
MOTG VanEck Morningstar Global Wide Moat ETF 2.8 52 -2 8.0 +9.4
NBDS Neuberger Berman Disrupters ETF 2.8 55 -5 0.7 +2.2
CZA Invesco Zacks Mid-Cap ETF 2.7 72 -22 5.8 +7.2
TMFG Motley Fool Global Opportunities ETF 2.7 85 -35 3.9 +5.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.7 50 0 3.6 +5.0
VTWG Vanguard Russell 2000 Growth ETF 2.7 10 40 0.7 +2.1
COWZ Pacer US Cash Cows 100 ETF 2.6 49 1 7.3 +8.7
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 2.6 49 1 7.4 +8.8
BOUT Innovator IBD Breakout Opportunities ETF 2.6 81 -31 3.1 +4.6
DBSC Deepwater Beachfront Small Cap ETF 2.5 85 -35 1.2 +2.6
SPIT F/m Emerald Special Situations ETF 2.5 105 -55 -0.7 +0.7
XITK State Street SPDR FactSet Innovative Technology ETF 2.5 45 5 0.1 +1.5
VOT Vanguard Mid-Cap Growth ETF 2.4 7 43 3.2 +4.6
IGPT Invesco AI and Next Gen Software ETF 2.4 60 -10 2.4 +3.8
SMCF Themes US Small Cap Cash Flow Champions ETF 2.3 29 21 9.6 +11.0
FLOW Global X U.S. Cash Flow Kings 100 ETF 2.3 25 25 10.2 +11.6
IBUY Amplify Online Retail ETF 2.3 65 -15 2.4 +3.8
AGRW Allspring LT Large Growth ETF 2.3 35 15 3.5 +5.0
MOTI VanEck Morningstar International Moat ETF 2.3 58 -8 10.1 +11.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 2.3 35 15 3.5 +4.9
LRGE ClearBridge Large Cap Growth ESG ETF 2.3 59 -9 2.7 +4.2
GINN Goldman Sachs Innovate Equity ETF 2.3 52 -2 3.7 +5.1
RND First Trust Bloomberg R&D Leaders ETF 2.3 60 -10 2.6 +4.0
FTCS First Trust Capital Strength ETF 2.2 55 -5 5.7 +7.1
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 2.2 20 30 0.8 +2.3
WDNA WisdomTree BioRevolution Fund 2.2 45 5 -1.8 -0.4
EWN iShares MSCI Netherlands ETF 2.2 50 0 4.5 +5.9
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.1 52 -2 5.1 +6.6
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.1 49 1 3.0 +4.4
DFNV Donoghue Forlines Innovation ETF 2.1 69 -19 3.9 +5.3
POWA Invesco Bloomberg Pricing Power ETF 2.1 40 10 6.1 +7.5
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.1 52 -2 5.0 +6.4
PSET Principal Quality ETF 2.1 15 35 5.0 +6.4
ISCG iShares Morningstar Small-Cap Growth ETF 2.0 6 44 2.8 +4.2
KIE State Street SPDR S&P Insurance ETF 2.0 35 15 6.5 +7.9
IPO Renaissance IPO ETF 2.0 60 -10 1.7 +3.1
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 2.0 15 35 7.6 +9.0
RSSL Global X Russell 2000 ETF 1.9 8 42 2.7 +4.1
IWM iShares Russell 2000 ETF 1.9 19 31 2.6 +4.0
VTWO Vanguard Russell 2000 ETF 1.9 7 43 2.7 +4.1
VBK Vanguard Small-Cap Growth ETF 1.9 7 43 1.3 +2.7
CSMD Congress SMid Growth ETF 1.9 69 -19 3.7 +5.1
ABOT Abacus FCF Innovation Leaders ETF 1.9 69 -19 3.6 +5.0
PINK Simplify Health Care ETF 1.9 50 0 0.8 +2.3
FLDZ RiverNorth Patriot ETF 1.8 75 -25 6.1 +7.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.8 10 40 3.7 +5.1
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.8 15 35 3.7 +5.1
LGRO Level Four Large Cap Growth Active ETF 1.8 55 -5 3.6 +5.0
EBIZ Global X E-Commerce ETF 1.8 50 0 5.0 +6.4
SVAL iShares US Small Cap Value Factor ETF 1.8 20 30 6.9 +8.3
ASCE Allspring SMID Core ETF 1.8 38 12 3.0 +4.4
PRAY FIS Christian Stock Fund 1.8 69 -19 4.1 +5.5
DSTL Distillate US Fundamental Stability & Value ETF 1.8 39 11 7.2 +8.7
IJT iShares S&P Small-Cap 600 Growth ETF 1.8 18 32 3.7 +5.1
CZAR Themes Natural Monopoly ETF 1.8 35 15 5.3 +6.7
VO Vanguard Mid-Cap ETF 1.8 4 46 21.0 +22.4
CGGR Capital Group Growth ETF 1.7 39 11 2.6 +4.1
KOCG FIS Knights of Columbus Global Belief ETF 1.7 75 -25 4.6 +6.0
KWEB KraneShares CSI China Internet ETF 1.7 69 -19 28.2 +29.6
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.7 50 0 5.6 +7.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.7 9 41 3.6 +5.1
NIXT Research Affiliates Deletions ETF 1.7 9 41 6.2 +7.6
NUSC Nuveen ESG Small-Cap ETF 1.7 31 19 5.0 +6.4
FYX First Trust Small Cap Core AlphaDEX Fund 1.7 61 -11 5.2 +6.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.7 70 -20 2.2 +3.6
BKSE BNY Mellon US Small Cap Core Equity ETF 1.6 4 46 15.6 +17.0
ACSG American Century Small Cap Growth Insights ETF 1.6 49 1 4.8 +6.2
JDOC JPMorgan Healthcare Leaders ETF 1.6 65 -15 3.4 +4.8
ISHP First Trust Nasdaq Retail ETF 1.6 60 -10 5.5 +6.9
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.6 55 -5 8.7 +10.1
STXK Strive Small-Cap ETF 1.6 18 32 5.2 +6.6
VUSE Vident U.S. Equity Strategy ETF 1.6 50 0 3.8 +5.2
FDN First Trust Dow Jones Internet Index Fund 1.5 52 -2 2.6 +4.0
FLV American Century Focused Large Cap Value ETF 1.5 42 8 5.8 +7.2
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.5 35 15 4.7 +6.1
FDND FT Vest Dow Jones Internet & Target Income ETF 1.5 75 -25 2.6 +4.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.5 64 -14 1.3 +2.7
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.5 55 -5 3.4 +4.8
CVAR Cultivar ETF 1.5 87 -37 6.7 +8.1
JAVA JPMorgan Active Value ETF 1.5 44 6 5.3 +6.7
GGRW Gabelli Growth Innovators ETF 1.5 90 -40 2.2 +3.6
GRPM Invesco S&P MidCap 400 GARP ETF 1.5 35 15 6.3 +7.7
CATH Global X S&P 500 Catholic Values Custom ETF 1.5 29 21 4.0 +5.5
CRTC Xtrackers US National Critical Technologies ETF 1.5 35 15 4.1 +5.5
BBC Virtus LifeSci Biotech Clinical Trials ETF 1.5 79 -29 0.0 +1.4
IWR iShares Russell Midcap ETF 1.5 19 31 5.3 +6.7
IWS iShares Russell Mid-Cap Value ETF 1.5 23 27 5.9 +7.3
IWP iShares Russell Mid-Cap Growth ETF 1.5 23 27 3.1 +4.5
LRND IQ U.S. Large Cap R&D Leaders ETF 1.5 14 36 4.0 +5.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.5 39 11 3.5 +4.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.4 65 -15 4.7 +6.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.4 58 -8 5.2 +6.6
SNPG Xtrackers S&P 500 Growth ESG ETF 1.4 15 35 4.1 +5.5
SIZE iShares MSCI USA Size Factor ETF 1.4 15 35 5.4 +6.9
FDG American Century Focused Dynamic Growth ETF 1.4 45 5 1.9 +3.3
DTAN Sparkline International Intangible Value ETF 1.4 55 -5 7.0 +8.5
OGIG ALPS O'Shares Global Internet Giants ETF 1.4 48 2 2.5 +3.9
PKW Invesco Buyback Achievers ETF 1.4 62 -12 6.9 +8.3
AVMC Avantis U.S. Mid Cap Equity ETF 1.4 18 32 6.1 +7.6
BUZZ VanEck Social Sentiment ETF 1.4 75 -25 -0.7 +0.8
EDEN iShares MSCI Denmark ETF 1.4 53 -3 6.0 +7.5
KNO AXS Knowledge Leaders ETF 1.4 78 -28 4.0 +5.4
XBI State Street SPDR S&P Biotech ETF 1.3 35 15 -1.3 +0.1
QLTY GMO U.S. Quality ETF 1.3 50 0 3.9 +5.3
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.3 40 10 2.8 +4.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.3 17 33 4.9 +6.3
RDVY First Trust Rising Dividend Achievers ETF 1.3 50 0 4.9 +6.4
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 1.3 49 1 6.5 +7.9
ARKQ ARK Autonomous Technology & Robotics ETF 1.3 75 -25 1.0 +2.5
IMCG iShares Morningstar Mid-Cap Growth ETF 1.3 6 44 3.4 +4.8
ROBO ROBO Global Robotics & Automation Index ETF 1.3 95 -45 2.5 +3.9
VOE Vanguard Mid-Cap Value ETF 1.3 7 43 6.6 +8.1
IWFG IQ Winslow Focused Large Cap Growth ETF 1.3 65 -15 2.3 +3.7
IMCB iShares Morningstar Mid-Cap ETF 1.2 4 46 5.1 +6.5
IMCV iShares Morningstar Mid-Cap Value ETF 1.2 6 44 6.8 +8.2
SQLV Royce Quant Small-Cap Quality Value ETF 1.2 60 -10 7.4 +8.8
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.2 65 -15 3.6 +5.1
ITEQ BlueStar Israel Technology ETF 1.2 75 -25 1.3 +2.7
WCLD WisdomTree Cloud Computing Fund 1.2 45 5 1.1 +2.6
BFOR ALPS Barron's 400 ETF 1.2 65 -15 21.6 +23.0
ISCB iShares Morningstar Small-Cap ETF 1.2 4 46 5.3 +6.8
XT iShares Exponential Technologies ETF 1.2 46 4 4.0 +5.4
AIEQ AI Powered Equity ETF 1.2 75 -25 3.7 +5.2
FDLS Inspire Fidelis Multi Factor ETF 1.2 76 -26 3.1 +4.5
EUSA iShares MSCI USA Equal Weighted ETF 1.2 9 41 5.4 +6.9
FESM Fidelity Enhanced Small Cap ETF 1.2 28 22 2.2 +3.6
VIOO Vanguard S&P Small-Cap 600 ETF 1.2 7 43 6.1 +7.5
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.2 3 47 6.3 +7.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.2 9 41 5.2 +6.6
BIBL Inspire 100 ETF 1.1 35 15 4.2 +5.6
SCHG Schwab U.S. Large-Cap Growth ETF 1.1 4 46 3.4 +4.8
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 +3.6
ROE Astoria US Quality Kings ETF 1.1 49 1 5.3 +6.7
QQQS Invesco NASDAQ Future Gen 200 ETF 1.1 20 30 -3.4 -1.9
HAPS Harbor Human Capital Factor US Small Cap ETF 1.1 60 -10 3.2 +4.6
IJR iShares Core S&P Small Cap ETF 1.1 6 44 6.2 +7.7
RPG Invesco S&P 500 Pure Growth ETF 1.1 35 15 2.8 +4.2
IBBQ Invesco Nasdaq Biotechnology ETF 1.1 19 31 0.2 +1.7
ARKK ARK Innovation ETF 1.1 75 -25 -2.6 -1.2
XJR iShares ESG Screened S&P Small-Cap ETF 1.1 12 38 6.1 +7.5
FUNL CornerCap Fundametrics Large-Cap ETF 1.1 50 0 6.4 +7.9
XOEF iShares S&P 500 ex S&P 100 ETF 1.1 20 30 4.7 +6.1
HART IQ Healthy Hearts ETF 1.1 45 5 6.0 +7.4
RFFC ALPS Active Equity Opportunity ETF 1.1 48 2 3.6 +5.1
SMMD iShares Russell 2500 ETF 1.1 15 35 5.5 +6.9
LRNZ TrueShares Technology, AI & Deep Learning ETF 1.1 69 -19 -0.8 +0.7
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.0 15 35 3.1 +4.5
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.0 79 -29 4.1 +5.5
HEDJ WisdomTree Europe Hedged Equity Fund 1.0 58 -8 6.1 +7.5
JHMM John Hancock Multifactor Mid Cap ETF 1.0 42 8 5.5 +6.9
ARTY iShares Future AI & Tech ETF 1.0 47 3 2.3 +3.7
JSTC Adasina Social Justice All Cap Global ETF 1.0 89 -39 4.3 +5.7
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.0 40 10 5.3 +6.7
CFA VictoryShares US 500 Volatility Wtd ETF 1.0 35 15 5.4 +6.8
AGIX KraneShares Artificial Intelligence and Technology ETF 1.0 99 -49 1.1 +2.5
FNDA Schwab Fundamental US Small Co. Index ETF 1.0 25 25 6.1 +7.5
SRHQ SRH U.S. Quality ETF 1.0 35 15 5.9 +7.3
SNPV Xtrackers S&P 500 Value ESG ETF 1.0 15 35 5.4 +6.8
SCHA Schwab U.S. Small-Cap ETF 1.0 4 46 4.3 +5.7
DFLV Dimensional US Large Cap Value ETF 1.0 22 28 5.8 +7.3
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.0 35 15 6.9 +8.3
PTL Inspire 500 ETF 1.0 9 41 4.5 +6.0
SMLF iShares U.S. SmallCap Equity Factor ETF 1.0 15 35 4.9 +6.4
CHRI Global X S&P 500 Christian Values ETF 1.0 29 21 4.0 +5.4
PY Principal Value ETF 0.9 15 35 6.9 +8.3
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.9 59 -9 4.3 +5.7
IWC iShares Micro-Cap ETF 0.9 60 -10 -1.3 +0.1
FFF Founders 100 ETF 0.9 75 -25 2.3 +3.8
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.9 35 15 5.9 +7.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.9 20 30 3.9 +5.3
VB Vanguard Small-Cap ETF 0.9 5 45 5.2 +6.7
QQQ Invesco QQQ Trust Series I 0.9 20 30 3.3 +4.7
QQQM Invesco NASDAQ 100 ETF 0.9 15 35 3.3 +4.8
QQMG Invesco ESG NASDAQ 100 ETF 0.9 20 30 3.3 +4.7
IBB iShares Biotechnology ETF 0.9 45 5 -0.5 +0.9
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.9 15 35 3.9 +5.4
ETHO Etho Climate Leadership U.S. ETF 0.9 47 3 4.1 +5.5
GQQQ Astoria US Quality Growth Kings ETF 0.9 35 15 3.4 +4.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.9 20 30 5.5 +6.9
VFLO VictoryShares Free Cash Flow ETF 0.9 39 11 6.3 +7.8
FMDE Fidelity Enhanced Mid Cap ETF 0.9 23 27 5.3 +6.7
NUMV Nuveen ESG Mid-Cap Value ETF 0.9 31 19 5.5 +6.9
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.9 12 38 3.7 +5.1
SKYY First Trust Cloud Computing ETF 0.9 60 -10 2.4 +3.9
CHGX AXS Change Finance ESG ETF 0.9 49 1 4.3 +5.7
QGRW WisdomTree U.S. Quality Growth Fund 0.9 28 22 3.0 +4.4
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.8 15 35 6.1 +7.6
FSST Fidelity Sustainable U.S. Equity ETF 0.8 59 -9 3.7 +5.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.8 95 -45 -0.5 +0.9
MNZL Manzil Russell Halal USA Broad MarketETF 0.8 40 10 3.9 +5.3
ARVR First Trust Indxx Metaverse ETF 0.8 70 -20 3.6 +5.0
ICOW Pacer Developed Markets International Cash Cows 100 ETF 0.8 65 -15 7.9 +9.3
NULG Nuveen ESG Large-Cap Growth ETF 0.8 26 24 3.0 +4.5
FBOT Fidelity Disruptive Automation ETF 0.8 50 0 2.9 +4.4
SPLV Invesco S&P 500 Low Volatility ETF 0.8 25 25 5.1 +6.6
IBOT Vaneck Robotics ETF 0.8 47 3 3.3 +4.8
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.8 30 20 7.6 +9.0
VXF Vanguard Extended Market ETF 0.8 5 45 3.7 +5.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.8 24 26 7.1 +8.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.8 9 41 4.2 +5.6
AVMV Avantis U.S. Mid Cap Value ETF 0.8 20 30 7.4 +8.8
AFSM First Trust Active Factor Small Cap ETF 0.8 75 -25 5.5 +6.9
FTA First Trust Large Cap Value AlphaDEX Fund 0.8 59 -9 7.4 +8.8
PRXG Praxis Impact Large Cap Growth ETF 0.8 36 14 3.2 +4.7
EQWL Invesco S&P 100 Equal Weight ETF 0.8 25 25 5.3 +6.7
FFOG Franklin Focused Growth ETF 0.8 61 -11 1.7 +3.1
DFAS Dimensional U.S. Small Cap ETF 0.8 26 24 5.5 +6.9
IAK iShares U.S. Insurance ETF 0.8 40 10 6.7 +8.1
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 3.8 +5.2
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.7 20 30 7.3 +8.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.7 10 40 4.2 +5.7
VUG Vanguard Growth ETF 0.7 4 46 21.3 +22.7
USXF iShares ESG Advanced MSCI USA ETF 0.7 10 40 3.8 +5.3
AVUV Avantis U.S. Small Cap Value ETF 0.7 25 25 7.8 +9.2
EQAL Invesco Russell 1000 Equal Weight ETF 0.7 20 30 6.1 +7.5
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 0.7 60 -10 9.3 +10.7
SPGP Invesco S&P 500 GARP ETF 0.7 34 16 5.8 +7.3
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 +7.1
SDG iShares MSCI Global Sustainable Development Goals ETF 0.7 49 1 4.5 +5.9
DFSU Dimensional US Sustainability Core 1 ETF 0.7 18 32 4.6 +6.1
ITAN Sparkline Intangible Value ETF 0.7 50 0 5.7 +7.1
TPSC Timothy Plan US Small Cap Core ETF 0.7 52 -2 6.6 +8.0
ILCG iShares Morningstar Growth ETF 0.7 4 46 3.2 +4.6
KTEC KraneShares Hang Seng TECH Index ETF 0.7 69 -19 24.5 +25.9
SSPY Syntax Stratified LargeCap ETF 0.7 30 20 6.0 +7.4
HAPI Harbor Human Capital Factor US Large Cap ETF 0.7 36 14 4.1 +5.5
WSML iShares MSCI World Small-Cap ETF 0.7 15 35 5.3 +6.7
JOET Virtus Terranova US Quality Momentum ETF 0.7 29 21 3.9 +5.3
AVSC Avantis U.S Small Cap Equity ETF 0.7 25 25 4.5 +5.9
DSPY Tema S&P 500 Historical Weight ETF 0.7 18 32 4.4 +5.8
XMAG Defiance Large Cap ex-Mag 7 ETF 0.7 35 15 4.3 +5.7
OPTZ Optimize Strategy Index ETF 0.7 50 0 3.4 +4.8
VFQY Vanguard U.S. Quality Factor ETF 0.7 13 37 5.4 +6.8
FEX First Trust Large Cap Core AlphaDEX Fund 0.7 59 -9 5.0 +6.4
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.7 39 11 7.1 +8.6
AQLT iShares MSCI Global Quality Factor ETF 0.6 18 32 0.0 +1.4
FPX First Trust US Equity Opportunities ETF 0.6 61 -11 0.8 +2.3
DXUV Dimensional US Vector Equity ETF 0.6 28 22 5.1 +6.6
JHSC John Hancock Multifactor Small Cap ETF 0.6 42 8 6.0 +7.4
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.6 20 30 6.0 +7.4
WCEO Hypatia Women CEO ETF 0.6 85 -35 4.5 +6.0
ESGV Vanguard ESG U.S. Stock ETF 0.6 9 41 4.1 +5.6
MODL VictoryShares WestEnd U.S. Sector ETF 0.6 42 8 4.0 +5.4
ONEQ Fidelity Nasdaq Composite Index ETF 0.6 21 29 3.0 +4.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.6 45 5 3.7 +5.1
GLBL Pacer MSCI World Industry Advantage ETF 0.6 65 -15 3.4 +4.8
WRND IQ Global Equity R&D Leaders ETF 0.6 18 32 4.1 +5.5
DARP Grizzle Growth ETF 0.6 75 -25 1.8 +3.2
STXG Strive 1000 Growth ETF 0.6 18 32 3.3 +4.7
LRGC AB US Large Cap Strategic Equities ETF 0.6 48 2 3.8 +5.2
BLES Inspire Global Hope ETF 0.6 61 -11 5.6 +7.0
TOPC iShares S&P 500 3% Capped ETF 0.6 15 35 4.4 +5.8
BUL Pacer US Cash Cows Growth ETF 0.6 60 -10 3.4 +4.8
ACVF American Conservative Values ETF 0.6 75 -25 3.7 +5.1
JHML John Hancock Multifactor Large Cap ETF 0.6 29 21 4.5 +5.9
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 0.6 29 21 7.4 +8.8
MGK Vanguard Mega Cap Growth ETF 0.6 7 43 17.8 +19.2
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.6 19 31 4.7 +6.1
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.6 15 35 5.0 +6.4
VOOG Vanguard S&P 500 Growth ETF 0.6 7 43 18.9 +20.3
DFAC Dimensional U.S. Core Equity 2 ETF 0.6 17 33 4.6 +6.1
TTAC FCF US Quality ETF 0.6 59 -9 5.9 +7.4
IVW iShares S&P 500 Growth ETF 0.6 18 32 3.0 +4.4
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.6 4 46 3.1 +4.5
FNX First Trust Mid Cap Core AlphaDEX Fund 0.6 60 -10 6.2 +7.6
DFUV Dimensional US Marketwide Value ETF 0.6 22 28 5.8 +7.3
IUSG iShares Core S&P U.S. Growth ETF 0.6 4 46 3.2 +4.6
NANC Unusual Whales Subversive Democratic Trading ETF 0.6 75 -25 2.9 +4.3
IJS iShares S&P Small-Cap 600 Value ETF 0.6 18 32 8.7 +10.1
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.6 20 30 5.5 +7.0
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.6 15 35 8.8 +10.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.6 10 40 8.8 +10.2
GPT Intelligent Alpha Atlas ETF 0.5 69 -19 6.1 +7.6
VONG Vanguard Russell 1000 Growth ETF 0.5 7 43 3.8 +5.2
XVV iShares ESG Screened S&P 500 ETF 0.5 8 42 4.1 +5.6
ISRA VanEck Israel ETF 0.5 59 -9 5.9 +7.3
LRGF iShares U.S. Equity Factor ETF 0.5 8 42 4.6 +6.0
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.5 15 35 4.2 +5.7
IWF iShares Russell 1000 Growth ETF 0.5 19 31 15.3 +16.8
MFVL Motley Fool Value Factor ETF 0.5 50 0 5.5 +6.9
VTI Vanguard Total Stock Market ETF 0.5 3 47 4.1 +5.5
GVLU Gotham 1000 Value ETF 0.5 50 0 7.9 +9.3
SPXN ProShares S&P 500 Ex-Financials ETF 0.5 9 41 4.1 +5.5
FDWM Fidelity Women's Leadership ETF 0.5 59 -9 4.0 +5.4
IWV iShares Russell 3000 ETF 0.5 20 30 4.0 +5.4
VTHR Vanguard Russell 3000 ETF 0.5 7 43 4.1 +5.6
IWN iShares Russell 2000 Value ETF 0.5 24 26 4.6 +6.0
VTWV Vanguard Russell 2000 Value ETF 0.5 10 40 4.8 +6.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.5 3 47 4.1 +5.5
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 8 3.9 +5.4
IQM Franklin Intelligent Machines ETF 0.5 50 0 1.2 +2.6
RVRB Reverb ETF 0.5 30 20 3.7 +5.2
HLAL Wahed FTSE USA Shariah ETF 0.5 50 0 3.6 +5.0
INRO iShares U.S. Industry Rotation Active ETF 0.5 42 8 3.6 +5.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.5 32 18 3.9 +5.3
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.5 15 35 4.3 +5.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.5 10 40 4.3 +5.7
IJK iShares S&P Mid-Cap 400 Growth ETF 0.5 17 33 4.2 +5.6
CALF Pacer US Small Cap Cash Cows 100 ETF 0.5 59 -9 8.3 +9.7
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.5 20 30 4.0 +5.4
FTC First Trust Large Cap Growth AlphaDEX Fund 0.5 59 -9 1.9 +3.3
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.5 3 47 4.4 +5.8
SPXE ProShares S&P 500 Ex-Energy ETF 0.5 9 41 4.1 +5.5
GCOW Pacer Global Cash Cows Dividend ETF 0.5 60 -10 9.2 +10.6
DCOR Dimensional US Core Equity 1 ETF 0.5 14 36 4.6 +6.0
FPAG FPA Global Equity ETF 0.5 49 1 5.6 +7.0
DEUS Xtrackers Russell US Multifactor ETF 0.5 17 33 6.4 +7.9
VOO Vanguard S&P 500 ETF 0.5 3 47 4.2 +5.6
SPY SPDR S&P 500 ETF 0.5 9 41 4.2 +5.6
SPYM State Street SPDR Portfolio S&P 500 ETF 0.5 2 48 4.2 +5.6
IVV iShares Core S&P 500 ETF 0.5 3 47 4.2 +5.6
EWA iShares MSCI Australia ETF 0.5 50 0 5.2 +6.6
DSMC Distillate Small/Mid Cash Flow ETF 0.5 55 -5 10.1 +11.5
VV Vanguard Large-Cap ETF 0.5 4 46 4.1 +5.5
DFUS Dimensional U.S. Equity ETF 0.5 9 41 4.1 +5.5
JEPI JPMorgan Equity Premium Income ETF 0.5 35 15 5.2 +6.7
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 5.3 +6.7
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.5 38 12 5.0 +6.5
EQL Alps Equal Sector Weight ETF 0.5 25 25 5.1 +6.5
SUSA iShares MSCI USA ESG Select ETF 0.5 25 25 4.0 +5.4
ESGU iShares ESG Aware MSCI USA ETF 0.5 15 35 4.2 +5.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.5 7 43 4.1 +5.5
GXLC Global X U.S. 500 ETF 0.5 2 48 4.1 +5.5
PBUS Invesco MSCI USA ETF 0.5 4 46 4.2 +5.6
DFVX Dimensional US Large Cap Vector ETF 0.5 22 28 5.3 +6.7
VONE Vanguard Russell 1000 ETF 0.5 7 43 4.2 +5.6
IWB iShares Russell 1000 ETF 0.5 15 35 4.2 +5.6
IYY iShares Dow Jones U.S. ETF 0.5 20 30 4.1 +5.5
ILCB iShares Morningstar U.S. Equity ETF 0.5 3 47 4.1 +5.5
DFAU Dimensional US Core Equity Market ETF 0.5 12 38 4.3 +5.7
QVML Invesco S&P 500 QVM Multi-factor ETF 0.5 11 39 4.3 +5.7
BKLC BNY Mellon US Large Cap Core Equity ETF 0.5 0 50 12.5 +13.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.5 29 21 4.1 +5.5
SCHB Schwab U.S. Broad Market ETF 0.5 3 47 4.2 +5.6
TOV JLens 500 Jewish Advocacy U.S. ETF 0.5 18 32 3.9 +5.3
PRXV Praxis Impact Large Cap Value ETF 0.5 36 14 5.4 +6.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.5 24 26 6.0 +7.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.5 20 30 4.2 +5.6
VOTE TCW Transform 500 ETF 0.5 5 45 4.1 +5.5
DSI iShares MSCI KLD 400 Social ETF 0.4 25 25 4.1 +5.5
IWY iShares Russell Top 200 Growth ETF 0.4 20 30 3.8 +5.2
SFY SoFi Select 500 ETF 0.4 0 50 3.7 +5.2
RGEF Rockefeller Global Equity ETF 0.4 55 -5 3.8 +5.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.4 25 25 4.8 +6.3
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.4 30 20 4.0 +5.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.4 11 39 4.1 +5.6
TMFC Motley Fool 100 Index ETF 0.4 50 0 3.0 +4.4
REVS Columbia Research Enhanced Value ETF 0.4 19 31 6.4 +7.8
QLC FlexShares US Quality Large Cap Index Fund 0.4 25 25 4.5 +5.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.4 2 48 4.2 +5.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.4 25 25 4.2 +5.6
DFSV Dimensional US Small Cap Value ETF 0.4 31 19 8.5 +9.9
SCHK Schwab 1000 Index ETF 0.4 5 45 4.3 +5.7
SCHX Schwab U.S. Large-Cap ETF 0.4 3 47 4.3 +5.7
SIXL ETC 6 Meridian Low Beta Equity ETF 0.4 80 -30 6.0 +7.4
AIVI WisdomTree International AI Enhanced Value Fund 0.4 58 -8 6.0 +7.4
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.4 60 -10 9.1 +10.5
ENHU iShares Enhanced Large Cap Core Active ETF 0.4 22 28 4.1 +5.5
APUE ActivePassive U.S. Equity ETF 0.4 45 5 3.9 +5.3
OEI Optimized Equity Income ETF 0.4 75 -25 3.6 +5.0
VOOV Vanguard S&P 500 Value ETF 0.4 7 43 5.6 +7.0
JSML Janus Henderson Small Cap Growth Alpha ETF 0.4 30 20 2.7 +4.1
XLG Invesco S&P 500 Top 50 ETF 0.4 20 30 3.7 +5.1
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.4 47 3 6.9 +8.3
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.4 4 46 5.6 +7.1
VONV Vanguard Russell 1000 Value ETF 0.4 7 43 5.2 +6.6
IVE iShares S&P 500 Value ETF 0.4 18 32 5.5 +6.9
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.4 35 15 6.4 +7.9
IWD iShares Russell 1000 Value ETF 0.4 19 31 5.1 +6.5
TOK iShares MSCI Kokusai ETF 0.4 26 24 4.3 +5.7
XMHQ Invesco S&P MidCap Quality ETF 0.4 25 25 5.9 +7.4
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.4 15 35 5.0 +6.4
MILN Global X Millennial Consumer ETF 0.4 50 0 4.2 +5.6
FLAU Franklin FTSE Australia ETF 0.4 9 41 5.7 +7.1
GQI Natixis Gateway Quality Income ETF 0.4 34 16 4.7 +6.1
QINT American Century Quality Diversified International ETF 0.4 39 11 6.4 +7.9
FAB First Trust Multi Cap Value AlphaDEX Fund 0.4 67 -17 8.3 +9.8
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.4 20 30 5.6 +7.0
EGUS iShares ESG Aware MSCI USA Growth ETF 0.4 18 32 3.2 +4.6
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 0.4 65 -15 4.1 +5.6
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.4 8 42 4.4 +5.8
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.4 35 15 4.9 +6.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.4 9 41 4.4 +5.8
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.4 35 15 6.8 +8.2
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.4 20 30 8.6 +10.0
IUSV iShares Core S&P US Value ETF 0.4 4 46 5.8 +7.2
USEW Cambria US EW ETF 0.4 30 20 4.1 +5.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.4 18 32 6.8 +8.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.4 7 43 4.4 +5.8
AFMC First Trust Active Factor Mid Cap ETF 0.4 65 -15 7.0 +8.4
PATN Pacer Nasdaq International Patent Leaders ETF 0.4 65 -15 4.0 +5.4
URTH iShares MSCI World ETF 0.4 24 26 4.3 +5.7
KOKU Xtrackers MSCI Kokusai Equity ETF 0.4 9 41 4.4 +5.8
AVUS Avantis U.S. Equity ETF 0.4 15 35 4.7 +6.1
AOTG AOT Growth and Innovation ETF 0.4 75 -25 1.2 +2.6
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.4 12 38 6.1 +7.5
SGLC SGI U.S. Large Cap Core ETF 0.4 85 -35 3.6 +5.0
VSLU Applied Finance Valuation Large Cap ETF 0.4 49 1 4.9 +6.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.4 25 25 5.5 +6.9
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.4 25 25 6.0 +7.4
VT Vanguard Total World Stock ETF 0.3 6 44 4.9 +6.4
QDEF FlexShares Quality Dividend Defensive Index Fund 0.3 37 13 5.4 +6.8
TTAI FCF International Quality ETF 0.3 59 -9 7.1 +8.5
NULC Nuveen ESG Large-Cap ETF 0.3 21 29 3.9 +5.3
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.3 40 10 3.6 +5.1
QWLD SPDR MSCI World StrategicFactors ETF 0.3 30 20 5.1 +6.5
ACWI iShares MSCI ACWI ETF 0.3 32 18 4.6 +6.0
ISMD Inspire Small/Mid Cap ETF 0.3 54 -4 4.9 +6.3
DIVI Franklin International Core Dividend Tilt Index ETF 0.3 9 41 6.4 +7.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.3 29 21 6.4 +7.8
SMOX Horizon Small/Mid Cap Core Equity ETF 0.3 75 -25 5.4 +6.8
AVSU Avantis Responsible U.S. Equity ETF 0.3 15 35 4.9 +6.3
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 4.1 +5.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.3 12 38 4.4 +5.8
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 0.3 19 31 5.1 +6.6
GLOF iShares Global Equity Factor ETF 0.3 20 30 5.5 +6.9
EPP iShares MSCI Pacific ex-Japan ETF 0.3 47 3 4.8 +6.2
XJH iShares ESG Screened S&P Mid-Cap ETF 0.3 12 38 6.0 +7.5
MEDX Horizon Kinetics Medical ETF 0.3 85 -35 1.5 +2.9
EQIN Columbia US Equity Income ETF 0.3 35 15 6.0 +7.4
AIQ Global X Artificial Intelligence & Technology ETF 0.3 68 -18 2.7 +4.1
RAUS RACWI US ETF 0.3 15 35 4.1 +5.6
DFIV Dimensional International Value ETF 0.3 27 23 7.4 +8.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 41 4.8 +6.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.3 60 -10 6.8 +8.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.3 20 30 4.7 +6.1
ISCV iShares Morningstar Small Cap Value ETF 0.3 6 44 7.6 +9.0
DAK Dakota Active Equity ETF 0.3 43 7 3.8 +5.2
VEGN US Vegan Climate ETF 0.3 60 -10 3.4 +4.8
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.3 25 25 6.3 +7.7
VTV Vanguard Value ETF 0.3 4 46 5.6 +7.1
MDY SPDR S&P Midcap 400 ETF Trust 0.3 23 27 6.0 +7.4
GSPY Gotham Enhanced 500 ETF 0.3 50 0 4.3 +5.7
JQUA JPMorgan U.S. Quality Factor ETF 0.3 12 38 4.9 +6.3
EPS WisdomTree U.S. LargeCap Fund 0.3 8 42 4.7 +6.1
RWL Invesco S&P 500 Revenue ETF 0.3 39 11 5.6 +7.0
OEF iShares S&P 100 ETF 0.3 20 30 3.8 +5.2
EZU iShares MSCI Eurozone ETF 0.3 52 -2 5.6 +7.0
HEZU iShares Currency Hedged MSCI Eurozone ETF 0.3 53 -3 5.5 +6.9
IJH iShares Core S&P Mid-Cap ETF 0.3 5 45 6.2 +7.6
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.3 3 47 6.2 +7.6
IVOO Vanguard S&P Mid-Cap 400 ETF 0.3 7 43 6.2 +7.6
JHMD John Hancock Multifactor Developed International ETF 0.3 39 11 6.1 +7.5
IUS Invesco RAFI Strategic US ETF 0.3 19 31 5.4 +6.8
SPHQ Invesco S&P 500 Quality ETF 0.3 15 35 4.8 +6.2
ILCV iShares Morningstar Value ETF 0.3 4 46 5.2 +6.6
OALC OneAscent Large Cap Core ETF 0.3 86 -36 3.4 +4.8
HDUS Hartford Disciplined US Equity ETF 0.3 19 31 4.7 +6.1
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.3 45 5 5.5 +6.9
SUSL iShares ESG MSCI USA Leaders ETF 0.2 10 40 4.2 +5.6
MGC Vanguard Mega Cap ETF 0.2 7 43 3.9 +5.3
QUAL iShares MSCI USA Quality Factor ETF 0.2 15 35 4.5 +5.9
PRF Invesco FTSE RAFI US 1000 ETF 0.2 34 16 5.5 +6.9
KLMN Invesco MSCI North America Climate ETF 0.2 9 41 4.3 +5.7
EZM WisdomTree U.S. MidCap Fund 0.2 38 12 8.0 +9.4
GVUS Marketbeta Russell 1000 Value Equity ETF 0.2 12 38 5.2 +6.6
RECS Columbia Research Enhanced Core ETF 0.2 15 35 5.2 +6.7
RAFE PIMCO RAFI ESG U.S. ETF 0.2 29 21 5.9 +7.3
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 25 6.0 +7.4
VBR Vanguard Small Cap Value ETF 0.2 7 43 7.8 +9.2
STXM Strive Mid-Cap ETF 0.2 18 32 6.0 +7.4
IWL iShares Russell Top 200 ETF 0.2 15 35 3.9 +5.3
EVUS iShares ESG Aware MSCI USA Value ETF 0.2 18 32 5.4 +6.8
STXD Strive 1000 Dividend Growth ETF 0.2 35 15 4.5 +5.9
GOP Unusual Whales Subversive Republican Trading ETF 0.2 50 0 4.2 +5.6
FELG Fidelity Enhanced Large Cap Growth ETF 0.2 18 32 3.5 +4.9
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.2 25 25 7.6 +9.0
SFTY Horizon Managed Risk ETF 0.2 77 -27 3.5 +4.9
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.2 20 30 4.2 +5.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.2 15 35 6.2 +7.6
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.2 43 7 5.0 +6.4
ADME Aptus Drawdown Managed Equity ETF 0.2 79 -29 3.4 +4.8
EFG iShares MSCI EAFE Growth ETF 0.2 36 14 3.8 +5.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.2 10 40 4.2 +5.6
VFMF Vanguard U.S. Multifactor ETF 0.2 18 32 6.3 +7.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.2 10 40 3.7 +5.1
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.2 47 3 7.3 +8.7
STOX Horizon Core Equity ETF 0.2 70 -20 3.6 +5.0
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 22 8.4 +9.8
AVIE Avantis  Inflation Focused Equity ETF 0.2 25 25 5.7 +7.1
JPIN J.P. Morgan Diversified Return International Equity ETF 0.2 37 13 6.8 +8.3
AFLG First Trust Active Factor Large Cap ETF 0.2 55 -5 5.0 +6.4
AQEC AQE Core ETF 0.2 49 1 5.2 +6.6
EBI Longview Advantage ETF 0.2 35 15 5.8 +7.2
FNDX Schwab Fundamental US Large Co. Index ETF 0.2 25 25 6.0 +7.4
PIEL Pacer International Export Leaders ETF 0.2 60 -10 4.1 +5.5
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.2 35 15 5.5 +6.9
IQDF FlexShares International Quality Dividend Index Fund 0.2 47 3 7.2 +8.6
FLEE Franklin FTSE Europe ETF 0.2 9 41 6.3 +7.7
FSMD Fidelity Small-Mid Multifactor ETF 0.2 15 35 6.6 +8.0
IETC iShares U.S. Tech Independence Focused ETF 0.2 18 32 3.1 +4.5
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.2 40 10 5.6 +7.1
IEUR iShares Core MSCI Europe ETF 0.2 11 39 6.4 +7.8
BBEU JPMorgan BetaBuilders Europe ETF 0.2 9 41 6.2 +7.6
KLMT Invesco MSCI Global Climate 500 ETF 0.2 10 40 4.9 +6.3
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.2 49 1 5.1 +6.5
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.2 42 8 4.1 +5.5
DOL WisdomTree International LargeCap Dividend Fund 0.2 48 2 5.4 +6.9
EES WisdomTree U.S. SmallCap Fund 0.2 38 12 7.7 +9.1
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.2 46 4 5.4 +6.8
VGK Vanguard FTSE Europe ETF 0.2 6 44 6.5 +7.9
STXV Strive 1000 Value ETF 0.2 18 32 6.6 +8.0
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.2 20 30 5.5 +6.9
DWM WisdomTree International Equity Fund 0.2 48 2 5.5 +6.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.2 19 31 5.0 +6.4
IDHQ Invesco S&P International Developed High Quality ETF 0.2 29 21 5.0 +6.4
SNPE Xtrackers S&P 500 ESG ETF 0.2 10 40 4.3 +5.7
THRO iShares U.S. Thematic Rotation Active ETF 0.1 90 -40 3.1 +4.5
SPEU SPDR Portfolio Europe ETF 0.1 7 43 6.4 +7.9
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.1 12 38 3.9 +5.3
IVLU iShares MSCI Intl Value Factor ETF 0.1 30 20 7.7 +9.2
HEFA iShares Currency Hedged MSCI EAFE ETF 0.1 35 15 5.7 +7.1
EFA iShares MSCI EAFE ETF 0.1 35 15 5.6 +7.0
VIG Vanguard Dividend Appreciation ETF 0.1 5 45 5.0 +6.4
IEV iShares Europe ETF 0.1 67 -17 5.9 +7.3
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 30 5.7 +7.1
RWK Invesco S&P MidCap 400 Revenue ETF 0.1 39 11 7.8 +9.2
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.1 35 15 5.9 +7.3
FLQL Franklin LibertyQ U.S. Equity ETF 0.1 15 35 4.6 +6.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.1 4 46 17.2 +18.6
FENI Fidelity Enhanced International ETF 0.1 28 22 5.7 +7.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.1 30 20 3.7 +5.1
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.1 36 14 5.2 +6.6
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 1 5.9 +7.3
IEFA iShares Core MSCI EAFE ETF 0.1 7 43 5.9 +7.3
BKIE BNY Mellon International Equity ETF 0.1 4 46 17.5 +19.0
HFXI IQ FTSE International Equity Currency Neutral ETF 0.1 20 30 5.5 +7.0
VIGI Vanguard International Dividend Appreciation ETF 0.1 10 40 5.9 +7.4
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 3 47 5.7 +7.1
ROSC Hartford Multifactor Small Cap ETF 0.1 34 16 7.1 +8.5
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 5 6.5 +7.9
SCHM Schwab U.S. Mid-Cap ETF 0.1 4 46 5.8 +7.3
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.1 15 35 6.8 +8.3
GEW Cambria Global EW ETF 0.1 29 21 5.3 +6.7
IDEV iShares Core MSCI International Developed Markets ETF 0.1 4 46 5.9 +7.3
SCHF Schwab International Equity ETF 0.1 6 44 5.8 +7.2
VEA Vanguard FTSE Developed Markets ETF 0.1 3 47 5.8 +7.2
VSGX Vanguard ESG International Stock ETF 0.1 10 40 6.4 +7.8
DFIS Dimensional International Small Cap ETF 0.1 39 11 6.0 +7.4
PFM Invesco Dividend Achievers ETF 0.1 53 -3 4.7 +6.1
JMOM JPMorgan U.S. Momentum Factor ETF 0.1 12 38 3.3 +4.8
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 25 7.1 +8.5
FBCG Fidelity Blue Chip Growth ETF 0.1 59 -9 2.3 +3.7
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 6.5 +8.0
FELV Fidelity Enhanced Large Cap Value ETF 0.1 18 32 5.3 +6.7
FYT First Trust Small Cap Value AlphaDEX Fund 0.1 73 -23 9.4 +10.8
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 20 6.3 +7.7
DMXF iShares ESG Advanced MSCI EAFE ETF 0.1 12 38 4.8 +6.2
ESGE iShares ESG Aware MSCI EM ETF 0.1 25 25 7.9 +9.4
IPAC iShares Core MSCI Pacific ETF 0.1 9 41 5.2 +6.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.1 29 21 5.6 +7.0
EFV iShares MSCI EAFE Value ETF 0.1 34 16 7.3 +8.7
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 26 5.5 +6.9
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 34 16 6.2 +7.6
DFAI Dimensional International Core Equity Market ETF 0.1 18 32 5.9 +7.3
MCHI iShares MSCI China ETF 0.1 59 -9 21.3 +22.7
NACP Impact Shares NAACP Minority Empowerment ETF 0.1 49 1 3.6 +5.0
DGRO iShares Core Dividend Growth ETF 0.1 8 42 5.5 +6.9
SFGV Sequoia Global Value ETF 0.1 23 27 7.0 +8.4
VFH Vanguard Financials ETF 0.1 9 41 5.9 +7.3
VXUS Vanguard Total International Stock ETF 0.1 5 45 6.4 +7.9
VEU Vanguard FTSE All-World ex-US Index Fund 0.1 4 46 6.5 +8.0
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.1 18 32 6.2 +7.6
IXUS iShares Core MSCI Total International Stock ETF 0.1 7 43 6.4 +7.8
FNCL Fidelity MSCI Financials Index ETF 0.1 8 42 5.8 +7.2
FELC Fidelity Enhanced Large Cap Core ETF 0.1 18 32 4.3 +5.7
FLCH Franklin FTSE China ETF 0.1 19 31 18.9 +20.4
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.1 30 20 5.9 +7.4
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.1 80 -30 8.8 +10.2
ISCF iShares International SmallCap Equity Factor ETF 0.1 23 27 7.1 +8.5
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 22 5.6 +7.0
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.1 41 9 5.9 +7.3
DLN WisdomTree U.S. LargeCap Dividend Fund 0.1 28 22 5.3 +6.7
TXS Texas Capital Texas Equity Index ETF 0.1 49 1 4.8 +6.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.1 15 35 7.6 +9.0
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.1 29 21 6.9 +8.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.1 75 -25 3.2 +4.6
DXIV Dimensional International Vector Equity ETF 0.1 34 16 6.4 +7.8
VPL Vanguard FTSE Pacific ETF 0.1 7 43 5.0 +6.4
GXC SPDR S & P China ETF 0.1 59 -9 19.5 +21.0
ROUS Hartford Multifactor US Equity ETF 0.1 19 31 5.4 +6.8
IQLT iShares MSCI Intl Quality Factor ETF 0.1 30 20 5.4 +6.8
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.1 39 11 6.8 +8.2
BKF iShares MSCI BIC ETF 0.1 69 -19 15.0 +16.4
DIHP Dimensional International High Profitability ETF 0.1 29 21 5.7 +7.1
DFIC Dimensional International Core Equity 2 ETF 0.1 23 27 6.1 +7.5
GWX SPDR S&P International Small Cap ETF 0.1 40 10 5.7 +7.1
SCZ iShares MSCI EAFE Small-Cap ETF 0.1 40 10 6.0 +7.4
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.1 8 42 6.2 +7.6
LDEM iShares ESG MSCI EM Leaders ETF 0.0 17 33 12.5 +13.9
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 20 6.2 +7.6
IEUS iShares MSCI Europe Small-Cap ETF 0.0 42 8 6.7 +8.1
PNQI Invesco NASDAQ Internet ETF 0.0 60 -10 3.8 +5.2
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.0 24 26 6.8 +8.2
EMXF iShares ESG Advanced MSCI EM ETF 0.0 16 34 6.4 +7.9
AVDE Avantis International Equity ETF 0.0 23 27 6.1 +7.5
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.0 14 36 5.2 +6.6
NUEM Nuveen ESG Emerging Markets Equity ETF 0.0 36 14 5.7 +7.1
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.0 58 -8 5.4 +6.8
AVSD Avantis Responsible International Equity ETF 0.0 23 27 5.8 +7.3
IQSI IQ Candriam International Equity ETF 0.0 15 35 5.5 +6.9
WSGE Warren Street Global Equity ETF 0.0 80 -30 2.9 +4.3
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.0 12 38 5.3 +6.7
EEMA iShares MSCI Emerging Markets Asia ETF 0.0 49 1 7.3 +8.7
INTF iShares International Equity Factor ETF 0.0 15 35 6.3 +7.7
SCHC Schwab International Small-Cap Equity ETF 0.0 11 39 6.4 +7.8
TEXN iShares Texas Equity ETF 0.0 20 30 4.9 +6.3
SCHE Schwab Emerging Markets Equity ETF 0.0 11 39 9.2 +10.7
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.0 70 -20 6.7 +8.1
VWO Vanguard FTSE Emerging Markets ETF 0.0 7 43 9.0 +10.4
FLAX Franklin FTSE Asia Ex Japan ETF 0.0 19 31 6.9 +8.3
IMFL Invesco International Developed Dynamic Multifactor ETF 0.0 34 16 5.1 +6.5
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 11 6.1 +7.5
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.0 15 35 7.8 +9.2
IQDG WisdomTree International Quality Dividend Growth Fund 0.0 42 8 5.7 +7.1
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 -16 7.3 +8.7
DGRW WisdomTree US Quality Dividend Growth Fund 0.0 28 22 5.0 +6.4
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 38 12 6.8 +8.2
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.0 30 20 7.7 +9.1
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.0 41 9 6.7 +8.1
EEM iShares MSCI Emerging Markets ETF 0.0 69 -19 7.6 +9.0
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 0.0 69 -19 7.5 +8.9
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 15 6.7 +8.2
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 41 8.0 +9.4
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 43 9.3 +10.7
IGRO iShares International Dividend Growth ETF 0.0 15 35 6.6 +8.0
JHEM John Hancock Multifactor Emerging Markets ETF 0.0 49 1 7.3 +8.7
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.0 59 -9 8.2 +9.6
DUHP Dimensional US High Profitability ETF 0.0 21 29 5.3 +6.8
AVSE Avantis Responsible Emerging Markets Equity ETF 0.0 33 17 6.5 +7.9
CAML Congress Large Cap Growth ETF -0.0 66 -16 2.6 +4.0

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

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RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

Forward
multiple:		 Global X HealthTech ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

AVOID
Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity -3.8 %
Divided by: Fwd. P/BV 4.2 x
Less: Expense ratio 50 bp
Equals: ALTAR Score -1.4 %
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.