Global X HealthTech ETF
ALTAR
Score™		 -0.7% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 77.6x P/Sales
ratio		 2.0x
P/BV
ratio		 4.8x Div.
yield		 -0.6%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
EDOC invests in companies positioned to benefit from further advances in the field of telemedicine and digital health. This includes companies involved in Telemedicine, Health Care Analytics, Connected Health Care Devices, and Administrative Digitization.

FUND BASICS
Category Global Equities
Fund Sponsor Global X
Website www.globalxetfs.com
Inception date Jul 28, 2020
Assets (mns) $39
Currency USD
Expense ratio 50 bp
Distributions

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting Market Cap
Index replication
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 39
Wgt avg mkt cap (mns) $18,780
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
HIMS & HERS HEALTH, INC. CLASS A 5.4 %
INSULET CORP 5.0 %
PRO MEDICUS LIMITED 4.6 %
TEMPUS AI INC 4.4 %
TRANSMEDICS GROUP, INC. 4.4 %
DEXCOM INC 4.1 %
INTUITIVE SURGICAL INC 4.1 %
RESMED INC 4.0 %
VEEVA SYSTEMS INC-CLASS A 3.9 %
GE HEALTHCARE TECHNOLOGIES INC. 3.9 %
Total 43.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 74.4 %
AUSTRALIA 4.6 %
NETHERLANDS 3.5 %
DENMARK 3.2 %
HONG KONG 2.8 %
BRITAIN 1.9 %





HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
6.4% 15.5% -- -- -7.9%

Market Correlations
versus... Beta R-squared
S&P500 1.17 59%
MSCI EAFE 0.96 42%
MSCI Emg. Mkts. 0.80 29%

Technical Indicators
Recent close $10.86
30d moving avg. $10.34
Annualized volatility 25.6%
Short interest (ETF) 0.0%
Relative strength (RSI) 59

Liquidity measures
Avg. volume (thou.) 22
Turnover 0.6%
Bid/Ask (% of price) 0.61%
ADV underlying (mns) $1,546

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 663 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™: -0.7%


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 52.3 39 11 0.9 +1.6
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 45.1 65 -15 1.0 +1.7
FMED Fidelity Disruptive Medicine ETF 29.7 50 0 -1.1 -0.4
XHE SPDR S&P Health Care Equipment ETF 25.3 35 15 3.0 +3.7
IHI iShares U.S. Medical Devices ETF 21.6 40 10 3.8 +4.5
MDEV First Trust Indxx Medical Devices ETF 17.0 70 -20 4.4 +5.1
HTEC ROBO Global Healthcare Technology and Innovation ETF 15.2 68 -18 2.3 +3.0
MEDI Harbor Health Care ETF 13.3 80 -30 -1.5 -0.7
GDOC Goldman Sachs Future Health Care Equity ETF 12.1 75 -25 2.8 +3.5
FXH First Trust Health Care AlphaDEX Fund 12.0 62 -12 8.9 +9.6
PSCH Invesco S&P SmallCap Health Care ETF 11.6 29 21 4.3 +5.0
RSPH Invesco S&P 500 Equal Weight Health Care ETF 10.9 40 10 7.7 +8.4
PINK Simplify Health Care ETF 10.7 50 0 1.0 +1.7
XHS SPDR S&P Health Care Services ETF 10.4 35 15 3.6 +4.4
PTH Invesco Dorsey Wright Healthcare Momentum ETF 10.1 60 -10 -2.7 -2.0
IHF iShares U.S. Healthcare Providers ETF 9.2 40 10 7.9 +8.6
BMED Future Health ETF 8.9 85 -35 0.5 +1.3
IYH iShares U.S. Healthcare ETF 8.0 40 10 7.0 +7.7
VHT Vanguard Health Care ETF 7.9 10 40 6.2 +7.0
BELT iShares Long-Term U.S. Equity Active ETF 7.7 75 -25 3.0 +3.8
XLV Health Care Select Sector SPDR Fund 7.1 8 42 7.7 +8.4
BIBL Inspire 100 ETF 7.1 35 15 5.3 +6.1
FHLC Fidelity MSCI Health Care Index ETF 7.0 8 42 6.4 +7.1
FFTY Innovator IBD 50 ETF 6.3 80 -30 0.5 +1.3
NUMG Nuveen ESG Mid-Cap Growth ETF 6.3 31 19 2.6 +3.3
BOTZ Global X Robotics & Artificial Intelligence ETF 6.0 69 -19 2.5 +3.2
LFSC F/m Emerald Life Sciences Innovation ETF 5.9 79 -29 0.0 +0.7
USRD Themes US R&D Champions ETF 5.7 29 21 4.6 +5.4
AGNG Global X Aging Population ETF 5.6 50 0 4.9 +5.6
SXQG ETC 6 Meridian Quality Growth ETF 5.5 100 -50 4.6 +5.3
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 5.4 60 -10 7.1 +7.8
MGRO VanEck Morningstar Wide Moat Growth ETF 5.4 49 1 4.5 +5.2
IXJ iShares Global Healthcare ETF 5.4 42 8 7.1 +7.8
DTEC ALPS Disruptive Technologies ETF 5.4 50 0 3.8 +4.6
RFG Invesco S&P Midcap 400 Pure Growth ETF 5.4 35 15 5.5 +6.3
THNR Amplify Weight Loss Drug & Treatment ETF 5.4 59 -9 5.7 +6.4
KOMP SPDR S&P Kensho New Economies Composite ETF 5.3 20 30 2.9 +3.6
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 5.3 60 -10 4.4 +5.1
HAPY Harbor Human Capital Factor Unconstrained ETF 5.2 50 0 5.7 +6.4
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 5.2 75 -25 1.2 +2.0
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.0 60 -10 4.1 +4.8
IQM Franklin Intelligent Machines ETF 5.0 50 0 2.3 +3.0
RJMG FT Raymond James Multicap Growth Equity ETF 5.0 85 -35 2.2 +3.0
XITK SPDR FactSet Innovative Technology ETF 4.9 45 5 -0.3 +0.4
MOAT VanEck Morningstar Wide Moat ETF 4.7 46 4 5.9 +6.6
ANEW ProShares MSCI Transformational Changes ETF 4.6 45 5 6.1 +6.8
FYC First Trust Small Cap Growth AlphaDEX Fund 4.6 71 -21 0.5 +1.3
QGRO American Century U.S. Quality Growth ETF 4.5 29 21 3.6 +4.3
MOTG VanEck Morningstar Global Wide Moat ETF 4.3 52 -2 6.8 +7.5
AZTD Aztlan Global Stock Selection DM SMID ETF 4.3 75 -25 7.9 +8.6
MOTE VanEck Morningstar ESG Moat ETF 4.3 49 1 5.8 +6.5
QMOM Alpha Architect U.S. Quantitative Momentum ETF 4.2 39 11 3.2 +3.9
SNSR Global X Internet of Things ETF 4.1 68 -18 4.6 +5.4
SMOT VanEck Morningstar SMID Moat ETF 4.1 49 1 7.0 +7.7
NBDS Neuberger Berman Disrupters ETF 4.1 55 -5 0.8 +1.5
IGPT Invesco AI and Next Gen Software ETF 4.1 60 -10 4.3 +5.1
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 3.9 75 -25 5.4 +6.2
CSD Invesco S&P Spin-Off ETF 3.9 65 -15 8.0 +8.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.9 65 -15 2.3 +3.0
VOT Vanguard Mid-Cap Growth ETF 3.7 7 43 3.6 +4.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 3.7 49 1 4.3 +5.1
IWP iShares Russell Mid-Cap Growth ETF 3.7 23 27 3.5 +4.2
RUNN Running Oak Efficient Growth ETF 3.6 58 -8 4.9 +5.6
BBH VanEck Biotech ETF 3.6 35 15 5.2 +6.0
AIVI WisdomTree International AI Enhanced Value Fund 3.5 58 -8 7.3 +8.0
TMFM Motley Fool Mid-Cap Growth ETF 3.5 85 -35 2.5 +3.2
RND First Trust Bloomberg R&D Leaders ETF 3.3 60 -10 3.8 +4.5
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 3.3 65 -15 3.7 +4.4
SAMT Strategas Macro Thematic Opportunities ETF 3.2 65 -15 3.1 +3.8
PRAY FIS Christian Stock Fund 3.2 69 -19 5.2 +5.9
ARKG ARK Genomic Revolution ETF 3.1 75 -25 0.0 +0.7
ABEQ Absolute Select Value ETF 3.1 85 -35 4.8 +5.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.1 35 15 4.3 +5.0
CSMD Congress SMid Growth ETF 3.1 69 -19 3.9 +4.7
IBB iShares Biotechnology ETF 3.1 45 5 0.6 +1.4
FFOG Franklin Focused Growth ETF 3.1 61 -11 2.4 +3.2
VTWG Vanguard Russell 2000 Growth ETF 3.0 15 35 1.5 +2.2
BUZZ VanEck Social Sentiment ETF 3.0 75 -25 0.1 +0.8
GGRW Gabelli Growth Innovators ETF 3.0 90 -40 2.4 +3.1
IWO iShares Russell 2000 Growth ETF 3.0 24 26 1.4 +2.2
RPG Invesco S&P 500 Pure Growth ETF 3.0 35 15 3.3 +4.0
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.0 58 -8 4.0 +4.8
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.9 15 35 4.4 +5.1
CAML Congress Large Cap Growth ETF 2.8 66 -16 3.4 +4.1
ROBO ROBO Global Robotics & Automation Index ETF 2.8 95 -45 3.8 +4.5
PTL Inspire 500 ETF 2.8 9 41 5.5 +6.3
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.8 40 10 3.6 +4.4
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 2.8 60 -10 10.5 +11.3
TMFG Motley Fool Global Opportunities ETF 2.8 85 -35 3.9 +4.7
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.7 50 0 4.2 +4.9
PSC Principal U.S. Small-Cap ETF 2.7 38 12 7.0 +7.7
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.7 35 15 4.3 +5.0
WTAI WisdomTree Artificial Intelligence and Innovation Fund 2.7 45 5 3.0 +3.8
VBK Vanguard Small-Cap Growth ETF 2.7 7 43 2.0 +2.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.6 70 -20 3.1 +3.9
IMCG iShares Morningstar Mid-Cap Growth ETF 2.6 6 44 4.1 +4.9
CGDV Capital Group Dividend Value ETF 2.6 33 17 4.7 +5.5
GQQQ Astoria US Quality Growth Kings ETF 2.6 35 15 4.9 +5.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.5 64 -14 2.4 +3.1
GRNY Fundstrat Granny Shots US Large Cap ETF 2.5 75 -25 2.8 +3.6
CGGR Capital Group Growth ETF 2.5 39 11 3.3 +4.1
FDMO Fidelity Momentum Factor ETF 2.5 15 35 3.9 +4.6
MVAL VanEck Morningstar Wide Moat Value ETF 2.5 49 1 6.5 +7.3
IBUY Amplify Online Retail ETF 2.5 65 -15 1.2 +1.9
FBOT Fidelity Disruptive Automation ETF 2.5 50 0 3.8 +4.5
HELX Franklin Genomic Advancements ETF 2.5 50 0 -0.3 +0.5
TMFX Motley Fool Next Index ETF 2.4 50 0 2.7 +3.4
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.4 95 -45 0.6 +1.4
GINN Goldman Sachs Innovate Equity ETF 2.4 52 -2 3.8 +4.5
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 2.4 65 -15 4.7 +5.4
EBIZ Global X E-Commerce ETF 2.4 50 0 4.0 +4.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.4 9 41 4.7 +5.4
JOET Virtus Terranova US Quality Momentum ETF 2.3 29 21 4.8 +5.6
HAPS Harbor Human Capital Factor US Small Cap ETF 2.3 60 -10 4.3 +5.1
FPX First Trust US Equity Opportunities ETF 2.3 61 -11 1.0 +1.8
FDG American Century Focused Dynamic Growth ETF 2.3 45 5 2.1 +2.8
EWN iShares MSCI Netherlands ETF 2.3 50 0 5.4 +6.2
HKND Humankind US Stock ETF 2.3 11 39 7.4 +8.1
BKWO BNY Mellon Women's Opportunities ETF 2.3 50 0 3.8 +4.5
FYX First Trust Small Cap Core AlphaDEX Fund 2.2 61 -11 6.6 +7.4
KWEB KraneShares CSI China Internet ETF 2.2 69 -19 23.7 +24.4
FTGS First Trust Growth Strength ETF 2.2 60 -10 5.0 +5.7
BOUT Innovator IBD Breakout Opportunities ETF 2.2 81 -31 3.5 +4.2
FDLS Inspire Fidelis Multi Factor ETF 2.2 76 -26 5.5 +6.2
DFNV Donoghue Forlines Innovation ETF 2.1 69 -19 4.5 +5.2
IJT iShares S&P Small-Cap 600 Growth ETF 2.1 18 32 5.7 +6.4
BFOR ALPS Barron's 400 ETF 2.1 65 -15 6.2 +7.0
RSMC Rockefeller U.S. Small-Mid Cap ETF 2.1 75 -25 4.8 +5.6
ISCG iShares Morningstar Small-Cap Growth ETF 2.1 6 44 3.0 +3.7
LRGE ClearBridge Large Cap Growth ESG ETF 2.1 59 -9 3.9 +4.7
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.1 65 -15 3.9 +4.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.1 30 20 7.0 +7.7
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.1 15 35 5.8 +6.5
SLYG SPDR S&P 600 Small Cap Growth ETF 2.0 15 35 5.8 +6.5
SFLO VictoryShares Small Cap Free Cash Flow ETF 2.0 49 1 12.3 +13.1
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.0 52 -2 5.6 +6.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.0 58 -8 5.5 +6.3
VO Vanguard Mid-Cap ETF 2.0 4 46 6.0 +6.7
KOCG FIS Knights of Columbus Global Belief ETF 2.0 75 -25 5.2 +5.9
MNTL Tema Neuroscience and Mental Health ETF 1.9 75 -25 -0.9 -0.2
CATH Global X S&P 500 Catholic Values Custom ETF 1.9 29 21 5.0 +5.7
QLTY GMO U.S. Quality ETF 1.9 50 0 4.9 +5.6
QGRW WisdomTree U.S. Quality Growth Fund 1.9 28 22 4.3 +5.0
ROE Astoria US Quality Kings ETF 1.9 49 1 6.8 +7.5
KIE SPDR S&P Insurance ETF 1.9 35 15 6.7 +7.4
IBOT Vaneck Robotics ETF 1.9 47 3 4.3 +5.1
NIXT Research Affiliates Deletions ETF 1.9 9 41 9.2 +9.9
RSSL Global X Russell 2000 ETF 1.8 8 42 4.7 +5.4
VFMO Vanguard U.S. Momentum Factor ETF 1.8 13 37 3.2 +3.9
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 1.8 49 1 3.7 +4.5
YOKE Yoke Core ETF 1.8 42 8 4.5 +5.2
FLDZ RiverNorth Patriot ETF 1.8 75 -25 6.2 +7.0
CHGX AXS Change Finance ESG ETF 1.8 49 1 5.0 +5.7
QTOP iShares Nasdaq Top 30 Stocks ETF 1.8 20 30 4.4 +5.1
QQMG Invesco ESG NASDAQ 100 ETF 1.8 20 30 4.3 +5.0
WCLD WisdomTree Cloud Computing Fund 1.8 45 5 1.4 +2.2
BKSE BNY Mellon US Small Cap Core Equity ETF 1.7 4 46 6.4 +7.1
CGUS Capital Group Core Equity ETF 1.7 33 17 4.5 +5.2
BGRO iShares Large Cap Growth Active ETF 1.7 55 -5 3.2 +3.9
IWR iShares Russell Midcap ETF 1.7 19 31 6.0 +6.7
ETHO Etho Climate Leadership U.S. ETF 1.7 47 3 5.5 +6.2
IJK iShares S&P Mid-Cap 400 Growth ETF 1.7 17 33 6.1 +6.9
FTC First Trust Large Cap Growth AlphaDEX Fund 1.7 59 -9 2.9 +3.6
VTWO Vanguard Russell 2000 ETF 1.7 10 40 4.7 +5.5
CVAR Cultivar ETF 1.7 87 -37 7.0 +7.8
IWM iShares Russell 2000 ETF 1.7 19 31 4.7 +5.5
NUSC Nuveen ESG Small-Cap ETF 1.7 31 19 5.6 +6.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.7 15 35 6.1 +6.8
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.7 43 7 6.5 +7.3
QNXT iShares Nasdaq-100 ex Top 30 ETF 1.6 20 30 4.3 +5.0
FCPI Fidelity Stocks for Inflation ETF 1.6 15 35 7.7 +8.4
SQLV Royce Quant Small-Cap Quality Value ETF 1.6 60 -10 10.1 +10.8
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.6 15 35 6.2 +6.9
FQAL Fidelity Quality Factor ETF 1.6 15 35 5.8 +6.5
QQQM Invesco NASDAQ 100 ETF 1.6 15 35 4.2 +5.0
QQQ Invesco QQQ Trust Series I 1.6 20 30 4.2 +4.9
FLQL Franklin LibertyQ U.S. Equity ETF 1.6 15 35 5.6 +6.4
JHSC John Hancock Multifactor Small Cap ETF 1.6 42 8 7.0 +7.8
IMCB iShares Morningstar Mid-Cap ETF 1.6 4 46 6.2 +6.9
EDEN iShares MSCI Denmark ETF 1.6 53 -3 6.4 +7.1
FDN First Trust Dow Jones Internet Index Fund 1.6 52 -2 3.2 +3.9
FDND FT Vest Dow Jones Internet & Target Income ETF 1.6 75 -25 3.0 +3.7
KRMA Global X Conscious Companies ETF 1.6 43 7 6.1 +6.8
CZA Invesco Zacks Mid-Cap ETF 1.6 72 -22 6.6 +7.3
THRO iShares U.S. Thematic Rotation Active ETF 1.6 90 -40 4.1 +4.8
ISHP First Trust Nasdaq Retail ETF 1.5 60 -10 5.3 +6.0
FLV American Century Focused Large Cap Value ETF 1.5 42 8 6.9 +7.6
JGRO JPMorgan Active Growth ETF 1.5 44 6 3.6 +4.3
XJR iShares ESG Screened S&P Small-Cap ETF 1.5 12 38 7.7 +8.4
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.5 35 15 7.5 +8.3
JPEF JPMorgan Equity Focus ETF 1.5 50 0 4.4 +5.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.5 20 30 4.9 +5.6
FMDE Fidelity Enhanced Mid Cap ETF 1.5 23 27 5.9 +6.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.5 24 26 8.4 +9.1
SPHB Invesco S&P 500 High Beta ETF 1.5 25 25 5.1 +5.8
MTUM iShares MSCI USA Momentum Factor ETF 1.5 15 35 3.6 +4.4
JSTC Adasina Social Justice All Cap Global ETF 1.4 89 -39 4.8 +5.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.4 9 41 6.2 +6.9
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.4 15 35 4.6 +5.4
POWA Invesco Bloomberg Pricing Power ETF 1.4 40 10 5.8 +6.5
ESIX SPDR S&P SmallCap 600 ESG ETF 1.4 12 38 8.4 +9.1
VXF Vanguard Extended Market ETF 1.4 6 44 5.0 +5.7
KTEC KraneShares Hang Seng TECH Index ETF 1.4 69 -19 17.6 +18.3
LRNZ TrueShares Technology, AI & Deep Learning ETF 1.4 69 -19 -0.6 +0.2
LQPE PEO AlphaQuest Thematic PE ETF 1.4 125 -75 5.3 +6.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.4 12 38 4.6 +5.4
MODL VictoryShares WestEnd U.S. Sector ETF 1.4 42 8 4.8 +5.5
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.4 25 25 5.5 +6.2
SCHA Schwab U.S. Small-Cap ETF 1.4 4 46 6.4 +7.2
IJR iShares Core S&P Small Cap ETF 1.4 6 44 8.1 +8.8
REVS Columbia Research Enhanced Value ETF 1.3 19 31 8.0 +8.7
LRGC AB US Large Cap Strategic Equities ETF 1.3 48 2 4.7 +5.4
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.3 15 35 9.6 +10.3
SCHG Schwab U.S. Large-Cap Growth ETF 1.3 4 46 4.1 +4.9
PWB Invesco Large Cap Growth ETF 1.3 56 -6 2.9 +3.6
VIOO Vanguard S&P Small-Cap 600 ETF 1.3 10 40 8.1 +8.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.3 24 26 8.2 +8.9
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.3 3 47 8.1 +8.9
HLAL Wahed FTSE USA Shariah ETF 1.3 50 0 5.1 +5.8
PDP Invesco Dorsey Wright Momentum ETF 1.3 62 -12 4.1 +4.8
FESM Fidelity Enhanced Small Cap ETF 1.3 28 22 8.1 +8.8
SIZE iShares MSCI USA Size Factor ETF 1.3 15 35 6.0 +6.7
ISCB iShares Morningstar Small-Cap ETF 1.2 4 46 6.4 +7.1
ILCG iShares Morningstar Growth ETF 1.2 4 46 3.9 +4.6
TMFC Motley Fool 100 Index ETF 1.2 50 0 3.6 +4.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.2 15 35 4.8 +5.6
RGEF Rockefeller Global Equity ETF 1.2 55 -5 5.0 +5.7
BLES Inspire Global Hope ETF 1.2 61 -11 6.9 +7.6
FUNL CornerCap Fundametrics Large-Cap ETF 1.2 50 0 7.5 +8.2
RSP Invesco S&P 500 Equal Weight ETF 1.2 20 30 6.6 +7.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.2 39 11 6.8 +7.6
LGRO Level Four Large Cap Growth Active ETF 1.2 55 -5 3.9 +4.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.2 10 40 5.4 +6.1
FDWM Fidelity Women's Leadership ETF 1.2 59 -9 5.1 +5.9
HART IQ Healthy Hearts ETF 1.2 45 5 6.5 +7.3
VUG Vanguard Growth ETF 1.2 4 46 4.2 +4.9
STXK Strive Small-Cap ETF 1.2 18 32 6.4 +7.1
EUSA iShares MSCI USA Equal Weighted ETF 1.2 9 41 6.2 +7.0
FNX First Trust Mid Cap Core AlphaDEX Fund 1.2 60 -10 7.9 +8.7
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.2 9 41 5.0 +5.7
FSCS First Trust SMID Capital Strength ETF 1.2 60 -10 7.1 +7.8
NULC Nuveen ESG Large-Cap ETF 1.2 21 29 4.9 +5.6
VB Vanguard Small-Cap ETF 1.2 5 45 6.4 +7.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.2 29 21 4.5 +5.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.2 17 33 6.1 +6.8
TMAT Main Thematic Innovation ETF 1.2 164 -114 -1.4 -0.6
DTAN Sparkline International Intangible Value ETF 1.1 55 -5 8.3 +9.0
HAPI Harbor Human Capital Factor US Large Cap ETF 1.1 36 14 5.0 +5.7
CRTC Xtrackers US National Critical Technologies ETF 1.1 35 15 5.0 +5.7
SPMO Invesco S&P 500 Momentum ETF 1.1 13 37 3.8 +4.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.1 65 -15 3.5 +4.3
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.1 30 20 8.4 +9.2
IWF iShares Russell 1000 Growth ETF 1.1 19 31 4.5 +5.3
VONG Vanguard Russell 1000 Growth ETF 1.1 8 42 4.7 +5.4
FEX First Trust Large Cap Core AlphaDEX Fund 1.1 59 -9 6.2 +6.9
ONEQ Fidelity Nasdaq Composite Index ETF 1.1 21 29 3.9 +4.7
ABLS Abacus FCF Small Cap Leaders ETF 1.1 59 -9 6.3 +7.1
GLBL Pacer MSCI World Industry Advantage ETF 1.1 65 -15 4.4 +5.1
ADME Aptus Drawdown Managed Equity ETF 1.1 79 -29 4.3 +5.0
XMAG Defiance Large Cap ex-Mag 7 ETF 1.1 35 15 5.3 +6.0
MOTI VanEck Morningstar International Moat ETF 1.1 58 -8 11.1 +11.8
ARKQ ARK Autonomous Technology & Robotics ETF 1.1 75 -25 0.5 +1.2
DEUS Xtrackers Russell US Multifactor ETF 1.1 17 33 7.2 +7.9
EQWL Invesco S&P 100 Equal Weight ETF 1.1 25 25 6.2 +6.9
IUSG iShares Core S&P U.S. Growth ETF 1.1 4 46 4.4 +5.1
ROSC Hartford Multifactor Small Cap ETF 1.1 34 16 10.1 +10.8
XT iShares Exponential Technologies ETF 1.0 46 4 4.9 +5.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.0 45 5 4.7 +5.4
SFYX SoFi Next 500 ETF 1.0 0 50 6.1 +6.8
SMLF iShares U.S. SmallCap Equity Factor ETF 1.0 15 35 6.5 +7.2
IVW iShares S&P 500 Growth ETF 1.0 18 32 4.1 +4.9
SPYG SPDR Portfolio S&P 500 Growth ETF 1.0 4 46 4.3 +5.0
VOOG Vanguard S&P 500 Growth ETF 1.0 10 40 4.2 +5.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.0 20 30 6.1 +6.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.0 4 46 6.4 +7.1
CFA VictoryShares US 500 Volatility Wtd ETF 1.0 35 15 6.0 +6.7
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.0 40 10 5.9 +6.7
WCEO Hypatia Women CEO ETF 1.0 85 -35 4.6 +5.4
IWS iShares Russell Mid-Cap Value ETF 1.0 23 27 7.0 +7.8
SPXT ProShares S&P 500 Ex-Technology ETF 1.0 9 41 5.7 +6.4
FENI Fidelity Enhanced International ETF 1.0 28 22 6.7 +7.5
ISMD Inspire Small/Mid Cap ETF 1.0 54 -4 6.3 +7.0
DFSU Dimensional US Sustainability Core 1 ETF 1.0 18 32 5.6 +6.4
HLGE Hartford Longevity Economy ETF 1.0 44 6 6.5 +7.2
INRO iShares U.S. Industry Rotation Active ETF 1.0 42 8 4.8 +5.6
VUSE Vident U.S. Equity Strategy ETF 1.0 50 0 4.6 +5.4
DFAS Dimensional U.S. Small Cap ETF 1.0 26 24 6.8 +7.6
ABFL Abacus FCF Leaders ETF 1.0 59 -9 5.4 +6.1
FSMD Fidelity Small-Mid Multifactor ETF 1.0 15 35 7.4 +8.1
XMHQ Invesco S&P MidCap Quality ETF 0.9 25 25 7.3 +8.1
ESGV Vanguard ESG U.S. Stock ETF 0.9 9 41 4.9 +5.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.9 15 35 6.2 +7.0
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.9 19 31 5.3 +6.1
FNDA Schwab Fundamental US Small Co. Index ETF 0.9 25 25 8.3 +9.0
SPGP Invesco S&P 500 GARP ETF 0.9 34 16 9.5 +10.3
WDNA WisdomTree BioRevolution Fund 0.9 45 5 -1.3 -0.6
ITEQ BlueStar Israel Technology ETF 0.9 75 -25 1.9 +2.6
USXF iShares ESG Advanced MSCI USA ETF 0.9 10 40 4.8 +5.5
ONEO SPDR Russell 1000 Momentum Focus ETF 0.9 20 30 7.2 +7.9
ACVF American Conservative Values ETF 0.9 75 -25 4.5 +5.2
ARVR First Trust Indxx Metaverse ETF 0.9 70 -20 4.2 +5.0
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.9 55 -5 10.8 +11.5
SDG iShares MSCI Global Sustainable Development Goals ETF 0.9 49 1 6.2 +6.9
STXM Strive Mid-Cap ETF 0.9 18 32 6.6 +7.3
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.9 15 35 5.1 +5.9
IWY iShares Russell Top 200 Growth ETF 0.9 20 30 4.7 +5.4
MDY SPDR S&P Midcap 400 ETF Trust 0.9 24 26 7.5 +8.2
DSPY Tema S&P 500 Historical Weight ETF 0.9 18 32 5.4 +6.1
IJH iShares Core S&P Mid-Cap ETF 0.9 5 45 7.7 +8.4
QQQS Invesco NASDAQ Future Gen 200 ETF 0.9 20 30 -2.9 -2.1
MGK Vanguard Mega Cap Growth ETF 0.9 7 43 4.2 +5.0
XDAT Franklin Exponential Data ETF 0.9 50 0 2.0 +2.8
STXG Strive 1000 Growth ETF 0.9 18 32 4.0 +4.8
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.9 3 47 7.7 +8.5
IVOO Vanguard S&P Mid-Cap 400 ETF 0.9 10 40 7.6 +8.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.8 12 38 4.7 +5.5
EQAL Invesco Russell 1000 Equal Weight ETF 0.8 20 30 7.2 +7.9
AIEQ AI Powered Equity ETF 0.8 75 -25 3.9 +4.6
VFQY Vanguard U.S. Quality Factor ETF 0.8 13 37 6.6 +7.3
JHMM John Hancock Multifactor Mid Cap ETF 0.8 42 8 6.7 +7.4
PSET Principal Quality ETF 0.8 15 35 5.4 +6.2
NANC Unusual Whales Subversive Democratic Trading ETF 0.8 75 -25 3.8 +4.6
EWA iShares MSCI Australia ETF 0.8 50 0 5.8 +6.5
JHML John Hancock Multifactor Large Cap ETF 0.8 29 21 5.6 +6.3
SPXN ProShares S&P 500 Ex-Financials ETF 0.8 9 41 5.1 +5.9
EGUS iShares ESG Aware MSCI USA Growth ETF 0.8 18 32 4.2 +5.0
JMOM JPMorgan U.S. Momentum Factor ETF 0.8 12 38 4.6 +5.4
ULVM VictoryShares US Value Momentum ETF 0.8 20 30 7.6 +8.3
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.8 35 15 9.9 +10.6
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.8 10 40 4.5 +5.2
ESGU iShares ESG Aware MSCI USA ETF 0.8 15 35 5.0 +5.8
XMMO Invesco S&P MidCap Momentum ETF 0.8 34 16 5.8 +6.5
SCHM Schwab U.S. Mid-Cap ETF 0.8 4 46 7.0 +7.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.8 14 36 5.1 +5.9
RECS Columbia Research Enhanced Core ETF 0.8 15 35 6.0 +6.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.8 3 47 5.1 +5.9
QVML Invesco S&P 500 QVM Multi-factor ETF 0.8 11 39 5.3 +6.0
AFSM First Trust Active Factor Small Cap ETF 0.8 75 -25 7.9 +8.6
VTI Vanguard Total Stock Market ETF 0.8 3 47 5.1 +5.8
VTHR Vanguard Russell 3000 ETF 0.8 10 40 5.1 +5.8
IWV iShares Russell 3000 ETF 0.8 20 30 5.0 +5.7
OGIG ALPS O'Shares Global Internet Giants ETF 0.8 48 2 1.6 +2.3
XVV iShares ESG Screened S&P 500 ETF 0.8 8 42 5.0 +5.8
DFUS Dimensional U.S. Equity ETF 0.8 9 41 5.1 +5.8
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.8 35 15 7.7 +8.5
VOTE TCW Transform 500 ETF 0.8 5 45 5.1 +5.8
SFY SoFi Select 500 ETF 0.7 0 50 4.7 +5.4
FSST Fidelity Sustainable U.S. Equity ETF 0.7 59 -9 4.5 +5.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.7 11 39 5.1 +5.8
MILN Global X Millennial Consumer ETF 0.7 50 0 3.7 +4.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.7 7 43 5.0 +5.8
TOV JLens 500 Jewish Advocacy U.S. ETF 0.7 18 32 4.9 +5.6
VV Vanguard Large-Cap ETF 0.7 4 46 5.1 +5.8
BKLC BNY Mellon US Large Cap Core Equity ETF 0.7 0 50 5.1 +5.9
PBUS Invesco MSCI USA ETF 0.7 4 46 5.1 +5.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.7 2 48 5.2 +5.9
APUE ActivePassive U.S. Equity ETF 0.7 45 5 4.9 +5.6
OPTZ Optimize Strategy Index ETF 0.7 50 0 5.2 +6.0
IWB iShares Russell 1000 ETF 0.7 15 35 5.1 +5.8
VONE Vanguard Russell 1000 ETF 0.7 8 42 5.1 +5.9
IYY iShares Dow Jones U.S. ETF 0.7 20 30 5.0 +5.7
PEXL Pacer US Export Leaders ETF 0.7 60 -10 5.0 +5.7
SKYY First Trust Cloud Computing ETF 0.7 60 -10 3.0 +3.7
ILCB iShares Morningstar U.S. Equity ETF 0.7 3 47 5.1 +5.8
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.7 3 47 5.4 +6.1
SPXE ProShares S&P 500 Ex-Energy ETF 0.7 9 41 5.0 +5.8
RFFC ALPS Active Equity Opportunity ETF 0.7 48 2 4.6 +5.3
SCHB Schwab U.S. Broad Market ETF 0.7 3 47 5.3 +6.0
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.7 20 30 4.9 +5.7
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.7 60 -10 2.1 +2.9
AVSC Avantis U.S Small Cap Equity ETF 0.7 25 25 6.3 +7.0
SHUS Syntax Stratified U.S. Total Market Hedged ETF 0.7 65 -15 6.5 +7.3
SSPY Syntax Stratified LargeCap ETF 0.7 30 20 6.9 +7.6
VAMO Cambria Value & Momentum ETF 0.7 61 -11 6.4 +7.1
SPHQ Invesco S&P 500 Quality ETF 0.7 15 35 5.2 +5.9
VOO Vanguard S&P 500 ETF 0.7 3 47 5.2 +5.9
IVV iShares Core S&P 500 ETF 0.7 3 47 5.2 +5.9
STRV Strive 500 ETF 0.7 5 45 5.0 +5.8
SPLG SPDR Portfolio S&P 500 ETF 0.7 2 48 5.2 +5.9
SPY SPDR S&P 500 ETF Trust 0.7 9 41 5.1 +5.8
QUS SPDR MSCI USA StrategicFactors ETF 0.7 15 35 5.8 +6.6
ITAN Sparkline Intangible Value ETF 0.7 50 0 6.9 +7.6
SCHX Schwab U.S. Large-Cap ETF 0.7 3 47 5.2 +5.9
RAYD Rayliant Quantitative Developed Market Equity ETF 0.7 80 -30 4.5 +5.2
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.7 25 25 8.3 +9.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.7 10 40 4.5 +5.2
VOE Vanguard Mid-Cap Value ETF 0.7 7 43 8.0 +8.7
SCHK Schwab 1000 Index ETF 0.7 5 45 5.2 +6.0
QLC FlexShares US Quality Large Cap Index Fund 0.7 25 25 5.7 +6.4
DCOR Dimensional US Core Equity 1 ETF 0.7 14 36 5.6 +6.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.7 25 25 6.0 +6.7
RVRB Reverb ETF 0.6 30 20 4.8 +5.5
SIXL ETC 6 Meridian Low Beta Equity ETF 0.6 80 -30 6.1 +6.8
DFAC Dimensional U.S. Core Equity 2 ETF 0.6 17 33 5.8 +6.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.6 75 -25 4.2 +4.9
KOKU Xtrackers MSCI Kokusai Equity ETF 0.6 9 41 5.4 +6.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.6 7 43 6.4 +7.1
DFLV Dimensional US Large Cap Value ETF 0.6 22 28 8.2 +8.9
DFAU Dimensional US Core Equity Market ETF 0.6 12 38 5.3 +6.0
KNO AXS Knowledge Leaders ETF 0.6 78 -28 6.1 +6.8
SURE AdvisorShares Insiders Advantage ETF 0.6 90 -40 10.5 +11.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.6 20 30 5.3 +6.0
KLMN Invesco MSCI North America Climate ETF 0.6 9 41 5.3 +6.0
SMAP Amplify Small-Mid Cap Equity ETF 0.6 60 -10 5.6 +6.3
TOK iShares MSCI Kokusai ETF 0.6 26 24 5.3 +6.0
FLAU Franklin FTSE Australia ETF 0.6 9 41 6.2 +6.9
ACTV LeaderShares Activist Leaders ETF 0.6 75 -25 5.5 +6.2
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 0.6 29 21 6.5 +7.2
EES WisdomTree U.S. SmallCap Fund 0.6 38 12 9.5 +10.2
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.6 39 11 6.2 +6.9
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.6 79 -29 4.7 +5.4
FBCG Fidelity Blue Chip Growth ETF 0.6 59 -9 3.0 +3.8
TPSC Timothy Plan US Small Cap Core ETF 0.6 52 -2 7.2 +7.9
QDEF FlexShares Quality Dividend Defensive Index Fund 0.6 37 13 6.3 +7.0
AFMC First Trust Active Factor Mid Cap ETF 0.6 65 -15 9.1 +9.9
DSI iShares MSCI KLD 400 Social ETF 0.6 25 25 5.1 +5.8
DWMF WisdomTree International Multifactor Fund 0.6 38 12 6.9 +7.6
URTH iShares MSCI World ETF 0.6 24 26 5.3 +6.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.6 20 30 5.9 +6.6
QDF FlexShares Quality Dividend Index Fund 0.6 37 13 6.5 +7.3
TTAC FCF US Quality ETF 0.6 59 -9 6.0 +6.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.6 12 38 5.3 +6.1
OEF iShares S&P 100 ETF 0.6 20 30 4.8 +5.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.6 18 32 7.9 +8.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.5 15 35 7.7 +8.4
XJH iShares ESG Screened S&P Mid-Cap ETF 0.5 12 38 7.4 +8.1
VFMF Vanguard U.S. Multifactor ETF 0.5 18 32 8.4 +9.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.5 15 35 8.2 +8.9
LRGF iShares U.S. Equity Factor ETF 0.5 8 42 5.7 +6.4
TXS Texas Capital Texas Equity Index ETF 0.5 49 1 5.8 +6.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.5 29 21 6.6 +7.4
EPP iShares MSCI Pacific ex-Japan ETF 0.5 47 3 5.4 +6.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.5 39 11 10.1 +10.9
ACWI iShares MSCI ACWI ETF 0.5 32 18 5.8 +6.5
USMF WisdomTree U.S. Multifactor Fund 0.5 28 22 6.9 +7.6
IMCV iShares Morningstar Mid-Cap Value ETF 0.5 6 44 8.5 +9.2
COWZ Pacer US Cash Cows 100 ETF 0.5 49 1 9.6 +10.3
AVUS Avantis U.S. Equity ETF 0.5 15 35 6.1 +6.8
VT Vanguard Total World Stock ETF 0.5 7 43 6.1 +6.9
IJS iShares S&P Small-Cap 600 Value ETF 0.5 18 32 10.6 +11.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.5 9 41 6.0 +6.8
FDEV Fidelity International Multifactor ETF 0.5 18 32 7.4 +8.2
JAVA JPMorgan Active Value ETF 0.5 44 6 6.6 +7.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.5 9 41 5.4 +6.2
NULG Nuveen ESG Large-Cap Growth ETF 0.5 26 24 3.4 +4.1
VSLU Applied Finance Valuation Large Cap ETF 0.5 49 1 5.8 +6.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.5 10 40 5.1 +5.9
LRND IQ U.S. Large Cap R&D Leaders ETF 0.5 14 36 5.6 +6.3
HDUS Hartford Disciplined US Equity ETF 0.5 19 31 6.0 +6.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.5 15 35 10.6 +11.3
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 0.5 19 31 6.1 +6.8
MGC Vanguard Mega Cap ETF 0.5 7 43 4.9 +5.6
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.5 59 -9 6.4 +7.1
AOTG AOT Growth and Innovation ETF 0.5 75 -25 1.9 +2.6
GVLU Gotham 1000 Value ETF 0.5 50 0 9.2 +9.9
WRND IQ Global Equity R&D Leaders ETF 0.5 18 32 8.6 +9.3
SLYV SPDR S&P 600 Small Cap Value ETF 0.5 15 35 10.6 +11.3
DFVX Dimensional US Large Cap Vector ETF 0.5 22 28 6.4 +7.1
IWL iShares Russell Top 200 ETF 0.5 15 35 4.9 +5.6
LIVR Intelligent Livermore ETF 0.5 69 -19 6.4 +7.1
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.5 25 25 7.1 +7.9
TAX Cambria Tax Aware ETF 0.4 49 1 5.4 +6.2
RAFE PIMCO RAFI ESG U.S. ETF 0.4 29 21 7.4 +8.2
DIVI Franklin International Core Dividend Tilt Index ETF 0.4 9 41 8.1 +8.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.4 15 35 8.4 +9.1
MEDX Horizon Kinetics Medical ETF 0.4 85 -35 2.3 +3.0
CZAR Themes Natural Monopoly ETF 0.4 35 15 5.5 +6.2
GSPY Gotham Enhanced 500 ETF 0.4 50 0 5.5 +6.3
EZM WisdomTree U.S. MidCap Fund 0.4 38 12 9.6 +10.3
VIDI Vident International Equity Strategy ETF 0.4 61 -11 11.5 +12.2
ISRA VanEck Israel ETF 0.4 59 -9 7.5 +8.2
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.4 20 30 7.8 +8.5
SUSL iShares ESG MSCI USA Leaders ETF 0.4 10 40 5.1 +5.8
QWLD SPDR MSCI World StrategicFactors ETF 0.4 30 20 6.2 +6.9
ISCV iShares Morningstar Small Cap Value ETF 0.4 6 44 9.8 +10.5
KLMT Invesco MSCI Global Climate 500 ETF 0.4 10 40 6.0 +6.7
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.4 60 -10 6.4 +7.1
GVUS Marketbeta Russell 1000 Value Equity ETF 0.4 12 38 6.7 +7.5
FELV Fidelity Enhanced Large Cap Value ETF 0.4 18 32 6.9 +7.7
EPS WisdomTree U.S. LargeCap Fund 0.4 8 42 6.0 +6.7
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.4 29 21 7.9 +8.7
AIQ Global X Artificial Intelligence & Technology ETF 0.4 68 -18 3.9 +4.7
CANC Tema Oncology ETF 0.4 75 -25 -2.7 -2.0
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.4 20 30 6.6 +7.3
AVSU Avantis Responsible U.S. Equity ETF 0.4 15 35 6.3 +7.0
QINT American Century Quality Diversified International ETF 0.4 39 11 7.4 +8.1
ESGG FlexShares STOXX Global ESG Select Index Fund 0.4 42 8 5.6 +6.3
IWD iShares Russell 1000 Value ETF 0.3 19 31 6.6 +7.4
VONV Vanguard Russell 1000 Value ETF 0.3 8 42 6.8 +7.5
DFIV Dimensional International Value ETF 0.3 27 23 10.1 +10.9
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.3 45 5 6.8 +7.6
TTAI FCF International Quality ETF 0.3 59 -9 6.9 +7.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.3 29 21 8.9 +9.6
EBI Longview Advantage ETF 0.3 35 15 6.9 +7.6
IAK iShares U.S. Insurance ETF 0.3 40 10 6.7 +7.4
EVUS iShares ESG Aware MSCI USA Value ETF 0.3 18 32 6.9 +7.7
PATN Pacer Nasdaq International Patent Leaders ETF 0.3 65 -15 6.4 +7.2
IMTM iShares MSCI Intl Momentum Factor ETF 0.3 30 20 5.4 +6.1
XSHQ Invesco S&P SmallCap Quality ETF 0.3 29 21 8.4 +9.1
VEGN US Vegan Climate ETF 0.3 60 -10 4.6 +5.3
SPMV Invesco S&P 500 Minimum Variance ETF 0.3 10 40 5.4 +6.1
UIVM VictoryShares International Value Momentum ETF 0.3 35 15 9.2 +9.9
ROUS Hartford Multifactor US Equity ETF 0.3 19 31 7.3 +8.1
IBRN iShares Neuroscience and Healthcare ETF 0.3 47 3 0.0 +0.7
VOOV Vanguard S&P 500 Value ETF 0.3 10 40 6.5 +7.2
SPYV SPDR Portfolio S&P 500 Value ETF 0.3 4 46 6.5 +7.3
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 0.3 39 11 3.8 +4.5
VLU SPDR S&P 1500 Value Tilt ETF 0.3 12 38 7.8 +8.5
IVE iShares S&P 500 Value ETF 0.3 18 32 6.4 +7.1
GLOF iShares Global Equity Factor ETF 0.3 20 30 6.8 +7.6
JQUA JPMorgan U.S. Quality Factor ETF 0.3 12 38 5.9 +6.7
DFUV Dimensional US Marketwide Value ETF 0.3 22 28 7.9 +8.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.3 19 31 6.5 +7.2
IUSV iShares Core S&P US Value ETF 0.3 4 46 6.7 +7.4
QUAL iShares MSCI USA Quality Factor ETF 0.3 15 35 5.3 +6.1
FTA First Trust Large Cap Value AlphaDEX Fund 0.3 59 -9 9.4 +10.1
EFG iShares MSCI EAFE Growth ETF 0.3 36 14 4.3 +5.0
IUS Invesco RAFI Strategic US ETF 0.3 19 31 6.9 +7.7
JHMD John Hancock Multifactor Developed International ETF 0.3 39 11 7.6 +8.3
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.3 32 18 5.1 +5.8
SMMD iShares Russell 2500 ETF 0.3 15 35 6.6 +7.3
EZU iShares MSCI Eurozone ETF 0.3 52 -2 6.6 +7.4
OALC OneAscent Large Cap Core ETF 0.3 86 -36 4.3 +5.0
RWL Invesco S&P 500 Revenue ETF 0.3 39 11 6.9 +7.7
PRF Invesco FTSE RAFI US 1000 ETF 0.3 39 11 7.1 +7.8
WLDR Affinity World Leaders Equity ETF 0.3 67 -17 7.9 +8.6
SUSA iShares MSCI USA ESG Select ETF 0.3 25 25 4.9 +5.7
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.3 25 25 7.2 +7.9
VTV Vanguard Value ETF 0.3 4 46 7.1 +7.8
SNPV Xtrackers S&P 500 Value ESG ETF 0.2 15 35 7.0 +7.7
IWN iShares Russell 2000 Value ETF 0.2 24 26 8.2 +8.9
VTWV Vanguard Russell 2000 Value ETF 0.2 15 35 8.2 +8.9
IETC iShares U.S. Tech Independence Focused ETF 0.2 18 32 3.9 +4.6
IBBQ Invesco Nasdaq Biotechnology ETF 0.2 19 31 0.5 +1.3
IDMO Invesco S&P International Developed Momentum ETF 0.2 25 25 5.4 +6.1
STXD Strive 1000 Dividend Growth ETF 0.2 35 15 5.0 +5.7
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 22 10.0 +10.7
TPIF Timothy Plan International ETF 0.2 62 -12 6.3 +7.0
IVLU iShares MSCI Intl Value Factor ETF 0.2 30 20 10.6 +11.4
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.2 86 -36 13.1 +13.9
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 25 7.5 +8.2
DIHP Dimensional International High Profitability ETF 0.2 29 21 7.2 +7.9
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.2 46 4 6.7 +7.4
FLEE Franklin FTSE Europe ETF 0.2 9 41 7.3 +8.0
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.2 20 30 5.9 +6.7
DFSI Dimensional International Sustainability Core 1 ETF 0.2 24 26 6.4 +7.2
INTF iShares International Equity Factor ETF 0.2 15 35 7.8 +8.6
VIGI Vanguard International Dividend Appreciation ETF 0.2 15 35 6.0 +6.8
KALL KraneShares MSCI All China Index ETF 0.2 49 1 14.6 +15.4
IWC iShares Micro-Cap ETF 0.2 60 -10 -0.6 +0.1
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 11 10.1 +10.8
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.2 20 30 6.5 +7.3
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.2 36 14 6.7 +7.4
CIL VictoryShares International Volatility Wtd ETF 0.2 45 5 6.7 +7.4
BBEU JPMorgan BetaBuilders Europe ETF 0.2 9 41 7.1 +7.8
VIG Vanguard Dividend Appreciation ETF 0.2 6 44 5.7 +6.5
GSID Goldman Sachs MarketBeta International Equity ETF 0.2 20 30 7.0 +7.7
SAGP Strategas Global Policy Opportunities ETF 0.2 65 -15 5.3 +6.1
EFA iShares MSCI EAFE ETF 0.2 35 15 6.8 +7.5
DGRW WisdomTree US Quality Dividend Growth Fund 0.2 28 22 5.7 +6.4
JPIN J.P. Morgan Diversified Return International Equity ETF 0.2 37 13 8.6 +9.4
BKIE BNY Mellon International Equity ETF 0.2 4 46 7.1 +7.8
FNDX Schwab Fundamental US Large Co. Index ETF 0.2 25 25 7.4 +8.1
IEUR iShares Core MSCI Europe ETF 0.2 11 39 7.3 +8.0
VGK Vanguard FTSE Europe ETF 0.2 11 39 7.3 +8.1
CALF Pacer US Small Cap Cash Cows 100 ETF 0.2 59 -9 11.5 +12.2
DMXF iShares ESG Advanced MSCI EAFE ETF 0.2 12 38 5.5 +6.2
HFXI IQ FTSE International Equity Currency Neutral ETF 0.2 20 30 7.2 +7.9
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 25 10.6 +11.3
GOP Unusual Whales Subversive Republican Trading ETF 0.2 50 0 6.0 +6.7
IEV iShares Europe ETF 0.2 67 -17 6.8 +7.5
SPEU SPDR Portfolio Europe ETF 0.2 7 43 7.3 +8.0
IEFA iShares Core MSCI EAFE ETF 0.2 7 43 7.1 +7.9
PFM Invesco Dividend Achievers ETF 0.2 53 -3 5.4 +6.2
FAB First Trust Multi Cap Value AlphaDEX Fund 0.1 67 -17 10.6 +11.3
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 3 47 7.2 +7.9
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.1 41 9 7.7 +8.4
FELG Fidelity Enhanced Large Cap Growth ETF 0.1 18 32 4.9 +5.6
FLCH Franklin FTSE China ETF 0.1 19 31 16.5 +17.2
IDEV iShares Core MSCI International Developed Markets ETF 0.1 4 46 7.1 +7.9
VSGX Vanguard ESG International Stock ETF 0.1 12 38 7.9 +8.6
IPAC iShares Core MSCI Pacific ETF 0.1 9 41 6.8 +7.5
SCHF Schwab International Equity ETF 0.1 6 44 7.4 +8.2
DFIS Dimensional International Small Cap ETF 0.1 39 11 7.5 +8.3
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.1 24 26 7.6 +8.3
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 5 9.0 +9.7
MCHI iShares MSCI China ETF 0.1 59 -9 17.5 +18.2
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 20 7.9 +8.6
VEA Vanguard FTSE Developed Markets ETF 0.1 5 45 7.3 +8.1
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 34 16 7.9 +8.6
IDHQ Invesco S&P International Developed High Quality ETF 0.1 29 21 6.6 +7.3
AFLG First Trust Active Factor Large Cap ETF 0.1 55 -5 6.3 +7.0
DFSV Dimensional US Small Cap Value ETF 0.1 31 19 11.0 +11.7
SNPG Xtrackers S&P 500 Growth ESG ETF 0.1 15 35 4.6 +5.3
VFVA Vanguard U.S. Value Factor ETF 0.1 13 37 11.7 +12.4
IQLT iShares MSCI Intl Quality Factor ETF 0.1 30 20 6.2 +6.9
NACP Impact Shares NAACP Minority Empowerment ETF 0.1 49 1 5.0 +5.7
ILCV iShares Morningstar Value ETF 0.1 4 46 6.8 +7.6
VEU Vanguard FTSE All-World ex-US Index Fund 0.1 8 42 8.2 +9.0
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.1 18 32 7.9 +8.6
IXUS iShares Core MSCI Total International Stock ETF 0.1 7 43 8.0 +8.8
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.1 30 20 7.1 +7.8
VPL Vanguard FTSE Pacific ETF 0.1 8 42 7.3 +8.0
DFAI Dimensional International Core Equity Market ETF 0.1 18 32 7.3 +8.0
VXUS Vanguard Total International Stock ETF 0.1 7 43 8.1 +8.8
SNPE Xtrackers S&P 500 ESG ETF 0.1 10 40 5.3 +6.0
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.1 7 43 5.2 +6.0
NUEM Nuveen ESG Emerging Markets Equity ETF 0.1 36 14 8.2 +8.9
ESGE iShares ESG Aware MSCI EM ETF 0.1 25 25 10.3 +11.1
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 25 9.8 +10.5
DFIC Dimensional International Core Equity 2 ETF 0.1 23 27 7.6 +8.3
GXC SPDR S&P China ETF 0.1 59 -9 16.2 +16.9
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 11 6.0 +6.8
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 1 7.1 +7.9
LDEM iShares ESG MSCI EM Leaders ETF 0.1 17 33 13.4 +14.1
DGRO iShares Core Dividend Growth ETF 0.1 8 42 6.6 +7.4
EMXF iShares ESG Advanced MSCI EM ETF 0.1 16 34 8.6 +9.3
DLN WisdomTree U.S. LargeCap Dividend Fund 0.1 28 22 6.2 +6.9
FELC Fidelity Enhanced Large Cap Core ETF 0.1 18 32 5.4 +6.2
BKF iShares MSCI BIC ETF 0.1 69 -19 13.2 +13.9
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 20 8.2 +8.9
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.1 8 42 5.2 +5.9
STXV Strive 1000 Value ETF 0.1 18 32 8.3 +9.0
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.1 39 11 8.3 +9.0
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 22 6.5 +7.3
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.1 30 20 4.6 +5.4
EFV iShares MSCI EAFE Value ETF 0.1 34 16 9.2 +10.0
DIM WisdomTree International MidCap Dividend Fund 0.1 58 -8 7.6 +8.4
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.1 42 8 6.8 +7.5
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.1 58 -8 6.9 +7.6
FLAX Franklin FTSE Asia Ex Japan ETF 0.1 19 31 9.6 +10.4
AVDE Avantis International Equity ETF 0.1 23 27 7.6 +8.3
AVSD Avantis Responsible International Equity ETF 0.1 23 27 5.7 +6.4
GWX SPDR S&P International Small Cap ETF 0.1 40 10 6.4 +7.1
ISCF iShares International SmallCap Equity Factor ETF 0.1 23 27 8.4 +9.2
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.1 66 -16 10.1 +10.8
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.0 70 -20 9.5 +10.2
EEMA iShares MSCI Emerging Markets Asia ETF 0.0 49 1 10.4 +11.1
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.0 12 38 6.1 +6.8
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.0 30 20 10.6 +11.3
IQDG WisdomTree International Quality Dividend Growth Fund 0.0 42 8 7.0 +7.8
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.0 15 35 10.5 +11.2
SCHE Schwab Emerging Markets Equity ETF 0.0 11 39 11.3 +12.1
FNCL Fidelity MSCI Financials Index ETF 0.0 8 42 6.6 +7.3
VBR Vanguard Small Cap Value ETF 0.0 7 43 9.5 +10.3
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.0 41 9 9.1 +9.8
EEM iShares MSCI Emerging Markets ETF 0.0 69 -19 10.5 +11.2
VWO Vanguard FTSE Emerging Markets ETF 0.0 8 42 10.7 +11.5
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 41 10.7 +11.4
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 11 6.8 +7.5
IQSI IQ Candriam International Equity ETF 0.0 15 35 6.6 +7.3
VFH Vanguard Financials ETF 0.0 10 40 6.6 +7.4
PNQI Invesco NASDAQ Internet ETF 0.0 60 -10 3.3 +4.0
SCHV Schwab U.S. Large-Cap Value ETF 0.0 4 46 7.0 +7.7
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 43 10.7 +11.4
IMFL Invesco International Developed Dynamic Multifactor ETF 0.0 34 16 5.9 +6.6
DISV Dimensional International Small Cap Value ETF 0.0 42 8 9.7 +10.4
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 15 9.7 +10.4
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 38 12 9.6 +10.4
IGRO iShares International Dividend Growth ETF 0.0 15 35 7.1 +7.8
AVLV Avantis U.S. Large Cap Value ETF 0.0 15 35 8.1 +8.9
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.0 59 -9 12.1 +12.8
DUHP Dimensional US High Profitability ETF 0.0 21 29 6.5 +7.2

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 -1.0 %
Divided by: Fwd. P/BV 4.6 x
Less: Expense ratio 50 bp
Equals: ALTAR Score -0.7 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.55 CATEGORY
AVERAGE		 1.57
 
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.