Global X HealthTech ETF
ALTAR
Score™		 -1.5% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 310.3x P/Sales
ratio		 1.6x
P/BV
ratio		 3.9x 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) $27
Currency USD
Expense ratio 50 bp
Distributions

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 40
Wgt avg mkt cap (mns) $20,909
Large cap (>$10bn) 47.8%
Mid cap ($2-10bn) 31.8%
Small cap (<$2bn) 20.4%
Developed mkts 96.1%
Emerging mkts 4.0%

TOP TEN HOLDINGS
DEXCOM INC 6.1 %
KONINKLIIJKE ELECTRONICS NV 5.3 %
GE HEALTHCARE TECHNOLOGIES INC. 5.3 %
ALIBABA HEALTH INFORMATION TECHNOL 5.2 %
TRANSMEDICS GROUP, INC. 5.2 %
RESMED INC 4.8 %
MASIMO CORPORATION 4.3 %
INTUITIVE SURGICAL INC 4.1 %
IRHYTHM TECHNOLOGIES, INC. 4.0 %
ALIGNMENT HEALTHCARE, INC. 3.8 %
Total 48.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 82.1 %
NETHERLANDS 5.2 %
HONG KONG 4.5 %
DENMARK 2.8 %
AUSTRALIA 2.6 %
BRITAIN 1.7 %
CANADA 0.7 %
SWEDEN 0.5 %



HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
-8.9% -15.2% -15.1% -- -9.5%

Market Correlations
versus... Beta R-squared
S&P500 0.95 52%
MSCI EAFE 1.00 41%
MSCI Emg. Mkts. 0.83 34%

Technical Indicators
Recent close $24.82
30d moving avg. $27.01
Annualized volatility 24.0%
Short interest (ETF) 1.3%
Relative strength (RSI) 37

Liquidity measures
Avg. volume (thou.) 15
Turnover 1.4%
Bid/Ask (% of price) 0.94%
ADV underlying (mns) $1,546

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 719 potential alternatives to the Global X HealthTech ETF ETF based on the alternatives' overlap in portfolio holdings with HEAL. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: HEAL Expense: 50 bp ALTAR Score™: -1.5%


ALTERNATIVE ETFs BASED ON OVERLAP WITH HEAL
Ticker Fund
Name		 Overlap1
vs HEAL
(%)		 Expense
ratio
(bp)		 Savings
vs HEAL
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs HEAL
(%)
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 38.8 65 -15 0.6 +2.1
FMED Fidelity Disruptive Medicine ETF 23.1 50 0 -1.2 +0.3
IHI iShares U.S. Medical Devices ETF 22.1 40 10 4.3 +5.8
XHE State Street SPDR S&P Health Care Equipment ETF 20.3 35 15 3.8 +5.3
HTEC ROBO Global Healthcare Technology and Innovation ETF 16.3 68 -18 2.6 +4.1
MDEV First Trust Indxx Medical Devices ETF 15.4 70 -20 4.9 +6.4
GDOC Goldman Sachs Future Health Care Equity ETF 10.9 75 -25 1.0 +2.5
RSPH Invesco S&P 500 Equal Weight Health Care ETF 9.5 40 10 7.4 +8.9
PTH Invesco Dorsey Wright Healthcare Momentum ETF 9.2 60 -10 -1.8 -0.3
PSCH Invesco S&P SmallCap Health Care ETF 8.5 29 21 2.7 +4.2
XHS State Street SPDR S&P Health Care Services ETF 7.9 35 15 4.2 +5.7
USRD Themes US R&D Champions ETF 7.7 29 21 4.3 +5.8
MEDI Harbor Health Care ETF 7.3 80 -30 -1.4 +0.1
PINK Simplify Health Care ETF 7.1 50 0 1.0 +2.5
FHLC Fidelity MSCI Health Care Index ETF 6.9 8 42 5.4 +6.9
BMED Future Health ETF 6.5 85 -35 1.2 +2.7
MID American Century Mid Cap Growth Impact ETF 6.4 45 5 3.0 +4.6
SXQG ETC 6 Meridian Quality Growth ETF 6.2 100 -50 2.9 +4.4
VHT Vanguard Health Care ETF 6.1 9 41 5.1 +6.6
IYH iShares U.S. Healthcare ETF 6.0 40 10 5.8 +7.3
IHF iShares U.S. Healthcare Providers ETF 5.8 40 10 8.4 +9.9
DTEC ALPS Disruptive Technologies ETF 5.7 50 0 3.8 +5.3
XLV The Health Care Select Sector SPDR Fund 5.6 8 42 6.5 +8.0
HYP Golden Eagle Dynamic Hypergrowth ETF 5.6 85 -35 -0.8 +0.7
CSD Invesco S&P Spin-Off ETF 5.3 65 -15 4.2 +5.8
BOTZ Global X Robotics & Artificial Intelligence ETF 5.2 69 -19 1.9 +3.5
LFSC F/m Emerald Life Sciences Innovation ETF 5.2 79 -29 0.0 +1.5
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 5.1 60 -10 4.1 +5.6
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.0 60 -10 3.7 +5.3
HELX Franklin Genomic Advancements ETF 4.9 50 0 -1.4 +0.1
TMFM Motley Fool Mid-Cap Growth ETF 4.8 85 -35 2.2 +3.7
HRTS Tema Heart & Health ETF 4.7 75 -25 2.9 +4.4
SNSR Global X Internet of Things ETF 4.5 68 -18 4.3 +5.8
ANEW ProShares MSCI Transformational Changes ETF 4.5 45 5 4.6 +6.1
AGIQ Sofi Agentic AI ETF 4.4 69 -19 7.4 +8.9
ARKG ARK Genomic Revolution ETF 4.3 75 -25 -2.1 -0.6
FXH First Trust Health Care AlphaDEX Fund 4.3 62 -12 5.0 +6.5
IXJ iShares Global Healthcare ETF 4.3 42 8 6.2 +7.7
IPO Renaissance IPO ETF 4.2 60 -10 2.1 +3.6
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.2 58 -8 3.5 +5.0
BBH VanEck Biotech ETF 4.2 35 15 5.2 +6.8
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.2 15 35 3.3 +4.8
IGPT Invesco AI and Next Gen Software ETF 4.1 60 -10 3.6 +5.1
NBDS Neuberger Berman Disrupters ETF 4.1 55 -5 0.9 +2.5
RFG Invesco S&P Midcap 400 Pure Growth ETF 4.1 35 15 4.8 +6.3
FTGS First Trust Growth Strength ETF 4.1 60 -10 3.7 +5.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 4.0 65 -15 1.6 +3.1
CWS AdvisorShares Focused Equity ETF 4.0 84 -34 4.8 +6.3
CZA Invesco Zacks Mid-Cap ETF 3.9 72 -22 6.2 +7.7
IWFG IQ Winslow Focused Large Cap Growth ETF 3.9 65 -15 2.3 +3.8
DBSC Deepwater Beachfront Small Cap ETF 3.8 85 -35 1.3 +2.8
DIVE Dana Concentrated Dividend ETF 3.8 65 -15 7.1 +8.6
SMOT VanEck Morningstar SMID Moat ETF 3.7 49 1 6.8 +8.3
AIVI WisdomTree International AI Enhanced Value Fund 3.7 58 -8 6.5 +8.1
XMMO Invesco S&P MidCap Momentum ETF 3.7 34 16 3.7 +5.3
RUNN Running Oak Efficient Growth ETF 3.6 58 -8 4.8 +6.3
AGNG Global X Aging Population ETF 3.5 50 0 4.1 +5.6
GRPM Invesco S&P MidCap 400 GARP ETF 3.3 35 15 7.3 +8.8
EBIZ Global X E-Commerce ETF 3.3 50 0 4.7 +6.2
BELT iShares Long-Term U.S. Equity Active ETF 3.3 75 -25 2.5 +4.0
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.3 39 11 3.9 +5.4
LRGE ClearBridge Large Cap Growth ESG ETF 3.2 59 -9 2.8 +4.3
MOTG VanEck Morningstar Global Wide Moat ETF 3.1 52 -2 7.7 +9.2
FPX First Trust US Equity Opportunities ETF 3.1 61 -11 1.0 +2.5
XDAT Franklin Exponential Data ETF 3.0 50 0 1.3 +2.8
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.0 35 15 3.9 +5.4
XMHQ Invesco S&P MidCap Quality ETF 2.9 25 25 6.2 +7.7
IWP iShares Russell Mid-Cap Growth ETF 2.9 23 27 2.9 +4.4
JOET Virtus Terranova US Quality Momentum ETF 2.8 29 21 4.0 +5.5
NUMG Nuveen ESG Mid-Cap Growth ETF 2.8 31 19 1.9 +3.4
VOT Vanguard Mid-Cap Growth ETF 2.7 7 43 3.3 +4.8
ABEQ Absolute Select Value ETF 2.7 85 -35 4.2 +5.7
GINN Goldman Sachs Innovate Equity ETF 2.7 52 -2 4.0 +5.5
TMAT Main Thematic Innovation ETF 2.7 164 -114 -2.0 -0.5
MOTI VanEck Morningstar International Moat ETF 2.7 58 -8 9.5 +11.0
MVAL VanEck Morningstar Wide Moat Value ETF 2.7 49 1 6.3 +7.8
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.6 50 0 3.5 +5.0
RND First Trust Bloomberg R&D Leaders ETF 2.6 60 -10 2.6 +4.1
IQM Franklin Intelligent Machines ETF 2.6 50 0 1.3 +2.8
FYC First Trust Small Cap Growth AlphaDEX Fund 2.6 71 -21 -0.6 +0.9
EWN iShares MSCI Netherlands ETF 2.5 50 0 5.0 +6.5
LOUP Innovator Deepwater Frontier Tech ETF 2.5 70 -20 1.1 +2.7
PRAY FIS Christian Stock Fund 2.5 69 -19 4.1 +5.7
MOAT VanEck Morningstar Wide Moat ETF 2.4 46 4 5.6 +7.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.4 58 -8 4.9 +6.4
XITK State Street SPDR FactSet Innovative Technology ETF 2.4 45 5 0.2 +1.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.4 52 -2 5.0 +6.6
RPG Invesco S&P 500 Pure Growth ETF 2.4 35 15 3.0 +4.5
CAML Congress Large Cap Growth ETF 2.4 66 -16 2.5 +4.0
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 2.3 60 -10 9.4 +10.9
TMFG Motley Fool Global Opportunities ETF 2.3 85 -35 4.0 +5.5
PSET Principal Quality ETF 2.3 15 35 5.0 +6.5
CGGR Capital Group Growth ETF 2.3 39 11 2.6 +4.2
ABLS Abacus FCF Small Cap Leaders ETF 2.3 59 -9 5.1 +6.6
AVMC Avantis U.S. Mid Cap Equity ETF 2.3 18 32 6.4 +7.9
SPIT F/m Emerald Special Situations ETF 2.3 105 -55 -0.6 +0.9
SAGP Strategas Global Policy Opportunities ETF 2.3 65 -15 4.8 +6.3
GGRW Gabelli Growth Innovators ETF 2.3 90 -40 2.1 +3.6
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.3 49 1 3.8 +5.3
KNO AXS Knowledge Leaders ETF 2.3 78 -28 4.6 +6.1
PSC Principal U.S. Small-Cap ETF 2.2 38 12 4.1 +5.6
FLV American Century Focused Large Cap Value ETF 2.2 42 8 6.2 +7.7
LGRO Level Four Large Cap Growth Active ETF 2.2 55 -5 4.0 +5.5
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.2 40 10 3.6 +5.1
DFNV Donoghue Forlines Innovation ETF 2.1 69 -19 4.1 +5.6
POWA Invesco Bloomberg Pricing Power ETF 2.1 40 10 5.6 +7.1
WDNA WisdomTree BioRevolution Fund 2.1 45 5 -2.4 -0.9
PDP Invesco Dorsey Wright Momentum ETF 2.1 62 -12 1.7 +3.2
CSMD Congress SMid Growth ETF 2.1 69 -19 3.6 +5.2
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.0 35 15 3.5 +5.0
FDG American Century Focused Dynamic Growth ETF 2.0 45 5 1.9 +3.4
FESM Fidelity Enhanced Small Cap ETF 2.0 28 22 2.6 +4.1
QGRO American Century U.S. Quality Growth ETF 2.0 29 21 4.0 +5.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.0 9 41 4.2 +5.7
KWEB KraneShares CSI China Internet ETF 2.0 69 -19 20.8 +22.3
FFOX FundX Future Fund Opportunities ETF 2.0 100 -50 2.5 +4.1
SMRI Bushido Capital US Equity ETF 2.0 71 -21 8.5 +10.0
BIBL Inspire 100 ETF 2.0 35 15 4.7 +6.2
IMCG iShares Morningstar Mid-Cap Growth ETF 1.9 6 44 3.7 +5.2
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 1.9 15 35 7.2 +8.7
FTCS First Trust Capital Strength ETF 1.9 55 -5 5.4 +6.9
CRTC Xtrackers US National Critical Technologies ETF 1.9 35 15 4.3 +5.8
IWO iShares Russell 2000 Growth ETF 1.9 24 26 0.6 +2.1
XT iShares Exponential Technologies ETF 1.9 46 4 4.3 +5.8
FLDZ RiverNorth Patriot ETF 1.8 75 -25 5.8 +7.3
TCV Towle Value ETF 1.8 85 -35 10.8 +12.3
QLTY GMO U.S. Quality ETF 1.8 50 0 4.2 +5.8
ROBO ROBO Global Robotics & Automation Index ETF 1.8 95 -45 2.8 +4.3
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.8 65 -15 3.7 +5.2
VO Vanguard Mid-Cap ETF 1.7 4 46 5.5 +7.0
KOCG FIS Knights of Columbus Global Belief ETF 1.7 75 -25 4.3 +5.8
QGRW WisdomTree U.S. Quality Growth Fund 1.7 28 22 3.1 +4.6
VBK Vanguard Small-Cap Growth ETF 1.6 7 43 1.4 +2.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.6 39 11 3.9 +5.4
KIE State Street SPDR S&P Insurance ETF 1.6 35 15 7.0 +8.5
TMFX Motley Fool Next Index ETF 1.6 50 0 3.2 +4.7
JDOC JPMorgan Healthcare Leaders ETF 1.6 65 -15 3.5 +5.0
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.6 95 -45 -0.5 +1.0
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.6 49 1 4.9 +6.4
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.6 20 30 0.9 +2.4
BBC Virtus LifeSci Biotech Clinical Trials ETF 1.6 79 -29 0.0 +1.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.6 64 -14 1.5 +3.0
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.6 43 7 5.4 +6.9
CATH Global X S&P 500 Catholic Values Custom ETF 1.5 29 21 4.3 +5.8
JSTC Adasina Social Justice All Cap Global ETF 1.5 89 -39 4.8 +6.3
VTWG Vanguard Russell 2000 Growth ETF 1.5 10 40 0.7 +2.2
THNR Amplify Weight Loss Drug & Treatment ETF 1.5 59 -9 5.7 +7.2
TMFC Motley Fool 100 Index ETF 1.5 50 0 3.2 +4.7
ARKQ ARK Autonomous Technology & Robotics ETF 1.5 75 -25 1.0 +2.5
SNPV Xtrackers S&P 500 Value ESG ETF 1.5 15 35 5.6 +7.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.5 70 -20 2.3 +3.8
PTL Inspire 500 ETF 1.5 9 41 4.7 +6.2
QNXT iShares Nasdaq-100 ex Top 30 ETF 1.5 20 30 4.4 +5.9
ISHP First Trust Nasdaq Retail ETF 1.4 60 -10 5.3 +6.8
QQQS Invesco NASDAQ Future Gen 200 ETF 1.4 20 30 -4.4 -2.9
PWB Invesco Large Cap Growth ETF 1.4 56 -6 2.3 +3.8
FSST Fidelity Sustainable U.S. Equity ETF 1.4 59 -9 3.3 +4.8
FMDE Fidelity Enhanced Mid Cap ETF 1.4 23 27 5.8 +7.3
FFOG Franklin Focused Growth ETF 1.4 61 -11 1.7 +3.2
IWR iShares Russell Midcap ETF 1.4 19 31 5.7 +7.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.4 20 30 4.4 +5.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.4 20 30 4.5 +6.0
DTAN Sparkline International Intangible Value ETF 1.4 55 -5 7.5 +9.0
NUSC Nuveen ESG Small-Cap ETF 1.4 31 19 5.4 +6.9
QTOP iShares Nasdaq Top 30 Stocks ETF 1.3 20 30 3.1 +4.6
BFOR ALPS Barron's 400 ETF 1.3 65 -15 5.3 +6.8
QQMG Invesco ESG NASDAQ 100 ETF 1.3 20 30 3.5 +5.1
CZAR Themes Natural Monopoly ETF 1.3 35 15 5.4 +6.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.3 9 41 5.5 +7.0
JHMM John Hancock Multifactor Mid Cap ETF 1.3 42 8 5.8 +7.3
IJT iShares S&P Small-Cap 600 Growth ETF 1.3 18 32 4.1 +5.6
LRGC AB US Large Cap Strategic Equities ETF 1.3 48 2 4.1 +5.6
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.3 59 -9 5.1 +6.6
HART IQ Healthy Hearts ETF 1.3 45 5 5.7 +7.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.3 24 26 7.5 +9.0
FBOT Fidelity Disruptive Automation ETF 1.3 50 0 3.1 +4.7
FDMO Fidelity Momentum Factor ETF 1.3 15 35 2.7 +4.2
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 1.3 80 -30 3.7 +5.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.3 10 40 4.1 +5.6
FYX First Trust Small Cap Core AlphaDEX Fund 1.3 61 -11 6.1 +7.6
FDN First Trust Dow Jones Internet Index Fund 1.3 52 -2 2.9 +4.4
FDND FT Vest Dow Jones Internet & Target Income ETF 1.3 75 -25 2.7 +4.2
MFMO Motley Fool Momentum Factor ETF 1.3 50 0 2.4 +3.9
AGIX KraneShares Artificial Intelligence and Technology ETF 1.3 99 -49 1.6 +3.1
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 1.2 49 1 7.0 +8.5
OPTZ Optimize Strategy Index ETF 1.2 50 0 4.2 +5.7
IMCB iShares Morningstar Mid-Cap ETF 1.2 4 46 5.6 +7.2
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.2 15 35 4.1 +5.6
NUMV Nuveen ESG Mid-Cap Value ETF 1.2 31 19 6.0 +7.5
FDWM Fidelity Women's Leadership ETF 1.2 59 -9 3.7 +5.2
BKSE BNY Mellon US Small Cap Core Equity ETF 1.2 4 46 5.7 +7.3
RSSL Global X Russell 2000 ETF 1.2 8 42 3.0 +4.5
CGDV Capital Group Dividend Value ETF 1.2 33 17 4.1 +5.6
CFA VictoryShares US 500 Volatility Wtd ETF 1.2 35 15 5.5 +7.0
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.2 40 10 5.4 +6.9
SDG iShares MSCI Global Sustainable Development Goals ETF 1.2 49 1 4.8 +6.3
JGRW Jensen Quality Growth ETF 1.2 57 -7 4.1 +5.6
JSML Janus Henderson Small Cap Growth Alpha ETF 1.2 30 20 3.1 +4.6
SPGP Invesco S&P 500 GARP ETF 1.2 34 16 6.1 +7.6
QQQ Invesco QQQ Trust Series I 1.2 20 30 3.6 +5.1
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.2 12 38 3.6 +5.1
QQQM Invesco NASDAQ 100 ETF 1.2 15 35 3.6 +5.1
FTC First Trust Large Cap Growth AlphaDEX Fund 1.2 59 -9 2.0 +3.5
SCHG Schwab U.S. Large-Cap Growth ETF 1.2 4 46 3.5 +5.0
AFSM First Trust Active Factor Small Cap ETF 1.2 75 -25 6.6 +8.1
ARKK ARK Innovation ETF 1.2 75 -25 -3.2 -1.6
JMOM JPMorgan U.S. Momentum Factor ETF 1.2 12 38 3.8 +5.3
RSP Invesco S&P 500 Equal Weight ETF 1.2 20 30 6.2 +7.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.2 15 35 4.5 +6.0
MNZL Manzil Russell Halal USA Broad MarketETF 1.2 40 10 4.2 +5.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.2 25 25 8.5 +10.0
ETHO Etho Climate Leadership U.S. ETF 1.1 47 3 4.9 +6.4
GQQQ Astoria US Quality Growth Kings ETF 1.1 35 15 3.7 +5.2
IWM iShares Russell 2000 ETF 1.1 19 31 3.0 +4.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.1 39 11 2.6 +4.1
STXK Strive Small-Cap ETF 1.1 18 32 5.6 +7.1
SVAL iShares US Small Cap Value Factor ETF 1.1 20 30 8.1 +9.6
WCLD WisdomTree Cloud Computing Fund 1.1 45 5 1.6 +3.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.1 9 41 4.6 +6.2
MFIG Motley Fool Innovative Growth Factor ETF 1.1 50 0 2.9 +4.4
VOE Vanguard Mid-Cap Value ETF 1.1 7 43 7.1 +8.6
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.1 50 0 5.8 +7.3
SIZE iShares MSCI USA Size Factor ETF 1.1 15 35 5.8 +7.3
EUSA iShares MSCI USA Equal Weighted ETF 1.1 9 41 5.8 +7.3
NULG Nuveen ESG Large-Cap Growth ETF 1.1 26 24 3.1 +4.6
BUYZ Franklin Disruptive Commerce ETF 1.1 50 0 2.4 +3.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.1 29 21 4.2 +5.7
NIXT Research Affiliates Deletions ETF 1.1 9 41 7.5 +9.0
ILCG iShares Morningstar Growth ETF 1.1 4 46 3.3 +4.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.0 10 40 4.6 +6.1
FUNL CornerCap Fundametrics Large-Cap ETF 1.0 50 0 6.1 +7.6
JGRO JPMorgan Active Growth ETF 1.0 44 6 2.5 +4.1
FCPI Fidelity Stocks for Inflation ETF 1.0 15 35 6.1 +7.6
HAPI Harbor Human Capital Factor US Large Cap ETF 1.0 36 14 4.3 +5.9
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.0 30 20 7.6 +9.2
XBI State Street SPDR S&P Biotech ETF 1.0 35 15 -2.5 -1.0
IBUY Amplify Online Retail ETF 1.0 65 -15 2.4 +3.9
WCEO Hypatia Women CEO ETF 1.0 85 -35 5.2 +6.7
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.0 15 35 6.9 +8.4
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.0 25 25 4.4 +5.9
HAPS Harbor Human Capital Factor US Small Cap ETF 1.0 60 -10 3.9 +5.4
HEDJ WisdomTree Europe Hedged Equity Fund 1.0 58 -8 6.2 +7.8
VTWO Vanguard Russell 2000 ETF 1.0 7 43 3.1 +4.6
XJR iShares ESG Screened S&P Small-Cap ETF 1.0 12 38 6.9 +8.4
PRXG Praxis Impact Large Cap Growth ETF 1.0 36 14 3.3 +4.8
IBOT Vaneck Robotics ETF 1.0 47 3 3.7 +5.3
CANC Tema Oncology ETF 1.0 75 -25 -2.5 -1.0
ROE Astoria US Quality Kings ETF 1.0 49 1 5.8 +7.3
EQWL Invesco S&P 100 Equal Weight ETF 1.0 25 25 5.7 +7.2
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.0 55 -5 9.7 +11.2
CHRI Global X S&P 500 Christian Values ETF 1.0 29 21 4.2 +5.7
VUG Vanguard Growth ETF 1.0 4 46 3.5 +5.1
VXF Vanguard Extended Market ETF 1.0 5 45 4.1 +5.6
HLAL Wahed FTSE USA Shariah ETF 1.0 50 0 4.0 +5.5
FDLS Inspire Fidelis Multi Factor ETF 1.0 76 -26 3.5 +5.0
IWS iShares Russell Mid-Cap Value ETF 1.0 23 27 6.5 +8.0
CSTK Invesco Comstock Contrarian Equity ETF 1.0 35 15 6.3 +7.8
ONEQ Fidelity Nasdaq Composite Index ETF 1.0 21 29 3.2 +4.7
DARP Grizzle Growth ETF 0.9 75 -25 1.8 +3.3
ISCG iShares Morningstar Small-Cap Growth ETF 0.9 6 44 3.0 +4.5
RSMC Rockefeller U.S. Small-Mid Cap ETF 0.9 75 -25 4.5 +6.0
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 0.9 12 38 7.4 +8.9
SPXT ProShares S&P 500 Ex-Technology ETF 0.9 9 41 5.0 +6.5
SMAP Amplify Small-Mid Cap Equity ETF 0.9 60 -10 4.8 +6.3
VONG Vanguard Russell 1000 Growth ETF 0.9 7 43 3.7 +5.2
KTEC KraneShares Hang Seng TECH Index ETF 0.9 69 -19 19.0 +20.5
LRNZ TrueShares Technology, AI & Deep Learning ETF 0.9 69 -19 -0.8 +0.7
VFMO Vanguard U.S. Momentum Factor ETF 0.9 13 37 1.9 +3.4
IWF iShares Russell 1000 Growth ETF 0.9 19 31 3.6 +5.1
RDVY First Trust Rising Dividend Achievers ETF 0.9 50 0 5.5 +7.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.9 45 5 3.9 +5.4
EDEN iShares MSCI Denmark ETF 0.9 53 -3 6.8 +8.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.9 15 35 6.5 +8.0
RFFC ALPS Active Equity Opportunity ETF 0.9 48 2 3.8 +5.3
IJR iShares Core S&P Small Cap ETF 0.9 6 44 7.0 +8.5
EQAL Invesco Russell 1000 Equal Weight ETF 0.9 20 30 6.3 +7.8
SCHA Schwab U.S. Small-Cap ETF 0.9 4 46 4.9 +6.4
DFLV Dimensional US Large Cap Value ETF 0.9 22 28 6.6 +8.1
ADME Aptus Drawdown Managed Equity ETF 0.9 79 -29 3.5 +5.0
MODL VictoryShares WestEnd U.S. Sector ETF 0.9 42 8 4.3 +5.8
ACVF American Conservative Values ETF 0.9 75 -25 4.0 +5.5
XMAG Defiance Large Cap ex-Mag 7 ETF 0.8 35 15 4.7 +6.2
COWZ Pacer US Cash Cows 100 ETF 0.8 49 1 7.7 +9.2
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 0.8 49 1 7.7 +9.2
XOEF iShares S&P 500 ex S&P 100 ETF 0.8 20 30 5.0 +6.5
GLBL Pacer MSCI World Industry Advantage ETF 0.8 65 -15 3.8 +5.3
VIOO Vanguard S&P Small-Cap 600 ETF 0.8 7 43 6.9 +8.4
DSTL Distillate US Fundamental Stability & Value ETF 0.8 39 11 7.7 +9.2
SGLC SGI U.S. Large Cap Core ETF 0.8 85 -35 4.0 +5.5
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.8 60 -10 7.3 +8.8
MGK Vanguard Mega Cap Growth ETF 0.8 7 43 3.5 +5.1
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.8 35 15 5.3 +6.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.8 17 33 5.4 +6.9
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.8 3 47 7.1 +8.6
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.8 20 30 7.5 +9.0
YNOT Horizon Digital Frontier ETF 0.8 75 -25 2.9 +4.4
ISMD Inspire Small/Mid Cap ETF 0.8 54 -4 5.9 +7.4
JHML John Hancock Multifactor Large Cap ETF 0.8 29 21 4.8 +6.3
BUZZ VanEck Social Sentiment ETF 0.8 75 -25 -0.7 +0.9
FFF Founders 100 ETF 0.8 75 -25 2.7 +4.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.8 15 35 4.6 +6.1
VFQY Vanguard U.S. Quality Factor ETF 0.8 13 37 5.8 +7.3
SPMV Invesco S&P 500 Minimum Variance ETF 0.8 10 40 5.1 +6.6
INRO iShares U.S. Industry Rotation Active ETF 0.8 42 8 3.9 +5.4
ARVR First Trust Indxx Metaverse ETF 0.8 70 -20 4.4 +5.9
OGIG ALPS O'Shares Global Internet Giants ETF 0.8 48 2 2.5 +4.0
ESGV Vanguard ESG U.S. Stock ETF 0.8 9 41 4.5 +6.0
SQLV Royce Quant Small-Cap Quality Value ETF 0.8 60 -10 8.8 +10.3
GRNJ Fundstrat Granny Shts US Sm- &Mid-CapETF 0.8 75 -25 2.3 +3.8
VOOG Vanguard S&P 500 Growth ETF 0.8 7 43 3.3 +4.8
DFSU Dimensional US Sustainability Core 1 ETF 0.8 18 32 4.9 +6.5
TPSC Timothy Plan US Small Cap Core ETF 0.8 52 -2 7.0 +8.6
USXF iShares ESG Advanced MSCI USA ETF 0.8 10 40 4.3 +5.8
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.8 60 -10 -1.0 +0.6
CVAR Cultivar ETF 0.8 87 -37 7.0 +8.6
AVUQ Avantis U.S. Quality ETF 0.8 15 35 3.8 +5.3
IVW iShares S&P 500 Growth ETF 0.7 18 32 3.2 +4.7
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.7 4 46 3.3 +4.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.7 75 -25 3.5 +5.0
IUSG iShares Core S&P U.S. Growth ETF 0.7 4 46 3.3 +4.9
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.7 35 15 6.9 +8.4
SPXN ProShares S&P 500 Ex-Financials ETF 0.7 9 41 4.3 +5.8
DEUS Xtrackers Russell US Multifactor ETF 0.7 17 33 6.7 +8.2
ISCB iShares Morningstar Small-Cap ETF 0.7 4 46 5.8 +7.3
IWY iShares Russell Top 200 Growth ETF 0.7 20 30 3.7 +5.2
EGUS iShares ESG Aware MSCI USA Growth ETF 0.7 18 32 3.3 +4.8
VB Vanguard Small-Cap ETF 0.7 5 45 5.6 +7.1
BLES Inspire Global Hope ETF 0.7 61 -11 6.1 +7.6
GVLU Gotham 1000 Value ETF 0.7 50 0 8.5 +10.0
SPHB Invesco S&P 500 High Beta ETF 0.7 25 25 4.4 +5.9
SSPY Syntax Stratified LargeCap ETF 0.7 30 20 6.3 +7.8
ITAN Sparkline Intangible Value ETF 0.7 50 0 6.6 +8.1
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.7 24 26 6.5 +8.1
STXG Strive 1000 Growth ETF 0.7 18 32 3.4 +5.0
WRND IQ Global Equity R&D Leaders ETF 0.7 18 32 4.3 +5.8
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.7 40 10 4.4 +5.9
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 0.7 29 21 7.1 +8.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.7 30 20 4.1 +5.6
TOPC iShares S&P 500 3% Capped ETF 0.7 15 35 4.7 +6.2
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.7 20 30 6.5 +8.0
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.7 35 15 6.4 +7.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.7 11 39 4.4 +5.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.7 4 46 5.9 +7.4
QLC FlexShares US Quality Large Cap Index Fund 0.7 25 25 4.9 +6.4
SMLF iShares U.S. SmallCap Equity Factor ETF 0.7 15 35 5.5 +7.0
RGEF Rockefeller Global Equity ETF 0.7 55 -5 4.1 +5.6
DSPY Tema S&P 500 Historical Weight ETF 0.7 18 32 4.7 +6.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.7 2 48 4.4 +6.0
BKLC BNY Mellon US Large Cap Core Equity ETF 0.7 0 50 4.4 +5.9
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.7 30 20 4.2 +5.7
RNSC Furst Trust Small Cap US Equity Select ETF 0.7 60 -10 4.6 +6.1
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.7 19 31 5.0 +6.6
IJK iShares S&P Mid-Cap 400 Growth ETF 0.6 17 33 4.4 +5.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.6 7 43 4.4 +5.9
SPXE ProShares S&P 500 Ex-Energy ETF 0.6 9 41 4.3 +5.8
VOTE TCW Transform 500 ETF 0.6 5 45 4.4 +5.9
AVSC Avantis U.S Small Cap Equity ETF 0.6 25 25 5.2 +6.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.6 10 40 4.5 +6.0
FSGS First Trust SMID Growth Strength ETF 0.6 60 -10 5.0 +6.5
FEX First Trust Large Cap Core AlphaDEX Fund 0.6 59 -9 5.4 +6.9
PBUS Invesco MSCI USA ETF 0.6 4 46 4.5 +6.0
FNDA Schwab Fundamental US Small Co. Index ETF 0.6 25 25 6.7 +8.2
IMCV iShares Morningstar Mid-Cap Value ETF 0.6 6 44 7.3 +8.8
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.6 55 -5 3.5 +5.0
FMKT The Free Markets ETF 0.6 76 -26 4.3 +5.8
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.6 80 -30 7.8 +9.3
XVV iShares ESG Screened S&P 500 ETF 0.6 8 42 4.4 +5.9
FSMD Fidelity Small-Mid Multifactor ETF 0.6 15 35 7.1 +8.6
REVS Columbia Research Enhanced Value ETF 0.6 19 31 7.2 +8.7
VTI Vanguard Total Stock Market ETF 0.6 3 47 4.4 +5.9
VTHR Vanguard Russell 3000 ETF 0.6 7 43 4.4 +5.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.6 39 11 8.4 +9.9
ITEQ BlueStar Israel Technology ETF 0.6 75 -25 1.3 +2.8
LRGF iShares U.S. Equity Factor ETF 0.6 8 42 4.9 +6.4
VV Vanguard Large-Cap ETF 0.6 4 46 4.4 +5.9
SFY SoFi Select 500 ETF 0.6 0 50 4.0 +5.6
BUL Pacer US Cash Cows Growth ETF 0.6 60 -10 3.5 +5.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.6 3 47 4.4 +5.9
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.6 25 25 5.3 +6.8
IWV iShares Russell 3000 ETF 0.6 20 30 4.3 +5.8
TOV JLens 500 Jewish Advocacy U.S. ETF 0.6 18 32 4.2 +5.7
VONE Vanguard Russell 1000 ETF 0.6 7 43 4.5 +6.0
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.6 15 35 4.4 +5.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.6 7 43 5.8 +7.3
RAYD Rayliant Quantitative Developed Market Equity ETF 0.6 80 -30 3.7 +5.2
ILCB iShares Morningstar U.S. Equity ETF 0.6 3 47 4.4 +5.9
DFAS Dimensional U.S. Small Cap ETF 0.6 26 24 6.1 +7.6
DFUS Dimensional U.S. Equity ETF 0.6 9 41 4.4 +5.9
OEI Optimized Equity Income ETF 0.6 75 -25 3.5 +5.0
VUSV Vanguard Wellington U.S. Value Active ETF 0.6 30 20 6.0 +7.6
NULC Nuveen ESG Large-Cap ETF 0.6 21 29 4.3 +5.8
GXLC Global X U.S. 500 ETF 0.6 2 48 4.4 +5.9
IWB iShares Russell 1000 ETF 0.6 15 35 4.4 +5.9
IYY iShares Dow Jones U.S. ETF 0.6 20 30 4.4 +5.9
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.6 15 35 5.2 +6.7
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.6 20 30 4.3 +5.8
EZM WisdomTree U.S. MidCap Fund 0.6 38 12 8.6 +10.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.6 20 30 4.5 +6.1
VOO Vanguard S&P 500 ETF 0.6 3 47 4.5 +6.0
TTAC FCF US Quality ETF 0.6 59 -9 5.3 +6.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.6 14 36 4.4 +5.9
KLMN Invesco MSCI North America Climate ETF 0.5 9 41 4.6 +6.1
STRV Strive 500 ETF 0.5 5 45 4.4 +5.9
IVV iShares Core S&P 500 ETF 0.5 3 47 4.5 +6.0
SPYM State Street SPDR Portfolio S&P 500 ETF 0.5 2 48 4.5 +6.0
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.5 20 30 5.6 +7.1
AFMC First Trust Active Factor Mid Cap ETF 0.5 65 -15 7.6 +9.1
FNX First Trust Mid Cap Core AlphaDEX Fund 0.5 60 -10 6.7 +8.2
SPY SPDR S&P 500 ETF 0.5 9 41 4.4 +5.9
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.5 3 47 4.7 +6.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.5 18 32 7.0 +8.5
RVRB Reverb ETF 0.5 30 20 4.2 +5.7
BOUT Innovator IBD Breakout Opportunities ETF 0.5 81 -31 3.5 +5.0
SCHB Schwab U.S. Broad Market ETF 0.5 3 47 4.5 +6.0
KOKU Xtrackers MSCI Kokusai Equity ETF 0.5 9 41 4.7 +6.2
AIEQ AI Powered Equity ETF 0.5 75 -25 4.0 +5.5
DFAU Dimensional US Core Equity Market ETF 0.5 12 38 4.6 +6.1
SNPG Xtrackers S&P 500 Growth ESG ETF 0.5 15 35 4.2 +5.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -29 4.6 +6.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.5 29 21 6.9 +8.5
SKYY First Trust Cloud Computing ETF 0.5 60 -10 3.3 +4.9
DCOR Dimensional US Core Equity 1 ETF 0.5 14 36 4.9 +6.4
ISCV iShares Morningstar Small Cap Value ETF 0.5 6 44 8.3 +9.8
NANC Unusual Whales Subversive Democratic Trading ETF 0.5 75 -25 3.2 +4.7
FLAU Franklin FTSE Australia ETF 0.5 9 41 5.9 +7.4
SCHX Schwab U.S. Large-Cap ETF 0.5 3 47 4.5 +6.1
AVUV Avantis U.S. Small Cap Value ETF 0.5 25 25 8.8 +10.3
SCHK Schwab 1000 Index ETF 0.5 5 45 4.5 +6.1
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 0.5 65 -15 4.3 +5.8
KRMA Global X Conscious Companies ETF 0.5 43 7 5.6 +7.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.5 60 -10 6.3 +7.8
GSPY Gotham Enhanced 500 ETF 0.5 50 0 4.7 +6.2
ENHU iShares Enhanced Large Cap Core Active ETF 0.5 22 28 4.4 +5.9
TOK iShares MSCI Kokusai ETF 0.5 26 24 4.6 +6.1
ESGU iShares ESG Aware MSCI USA ETF 0.5 15 35 4.5 +6.0
DFAC Dimensional U.S. Core Equity 2 ETF 0.5 17 33 5.0 +6.5
AVUS Avantis U.S. Equity ETF 0.5 15 35 5.1 +6.6
LRND IQ U.S. Large Cap R&D Leaders ETF 0.5 14 36 4.1 +5.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.5 9 41 4.6 +6.1
SPHQ Invesco S&P 500 Quality ETF 0.5 15 35 4.8 +6.4
STXM Strive Mid-Cap ETF 0.5 18 32 5.7 +7.2
USEW Cambria US EW ETF 0.5 30 20 4.4 +5.9
XLG Invesco S&P 500 Top 50 ETF 0.5 20 30 3.8 +5.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.5 12 38 4.7 +6.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.5 10 40 3.9 +5.5
DIVI Franklin International Core Dividend Tilt Index ETF 0.5 9 41 6.9 +8.4
QDEF FlexShares Quality Dividend Defensive Index Fund 0.5 37 13 5.6 +7.1
QDF FlexShares Quality Dividend Index Fund 0.5 37 13 5.7 +7.2
URTH iShares MSCI World ETF 0.4 24 26 4.6 +6.1
DXUV Dimensional US Vector Equity ETF 0.4 28 22 5.6 +7.1
XJH iShares ESG Screened S&P Mid-Cap ETF 0.4 12 38 6.4 +7.9
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.4 10 40 4.0 +5.5
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.4 20 30 5.8 +7.3
AFLG First Trust Active Factor Large Cap ETF 0.4 55 -5 5.3 +6.8
WSML iShares MSCI World Small-Cap ETF 0.4 15 35 5.8 +7.3
DSI iShares MSCI KLD 400 Social ETF 0.4 25 25 4.4 +6.0
VFMF Vanguard U.S. Multifactor ETF 0.4 18 32 7.1 +8.6
VSLU Applied Finance Valuation Large Cap ETF 0.4 49 1 5.0 +6.5
IVOO Vanguard S&P Mid-Cap 400 ETF 0.4 7 43 6.5 +8.0
GCOW Pacer Global Cash Cows Dividend ETF 0.4 60 -10 9.2 +10.7
IBBQ Invesco Nasdaq Biotechnology ETF 0.4 19 31 0.3 +1.8
OEF iShares S&P 100 ETF 0.4 20 30 4.1 +5.6
SFYX SoFi Next 500 ETF 0.4 0 50 5.0 +6.5
QWLD SPDR MSCI World StrategicFactors ETF 0.4 30 20 5.3 +6.8
RAUS RACWI US ETF 0.4 15 35 4.5 +6.0
IJS iShares S&P Small-Cap 600 Value ETF 0.4 18 32 9.8 +11.3
GLOF iShares Global Equity Factor ETF 0.4 20 30 6.0 +7.5
DFVX Dimensional US Large Cap Vector ETF 0.4 22 28 5.5 +7.0
ACWI iShares MSCI ACWI ETF 0.4 32 18 5.0 +6.5
VT Vanguard Total World Stock ETF 0.4 6 44 5.4 +6.9
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 0.4 19 31 5.4 +6.9
MDY SPDR S&P Midcap 400 ETF Trust 0.4 23 27 6.3 +7.9
IJH iShares Core S&P Mid-Cap ETF 0.4 5 45 6.5 +8.0
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.4 10 40 9.9 +11.4
DAK Dakota Active Equity ETF 0.4 43 7 4.0 +5.5
AOTS AOT Software Platform ETF 0.4 49 1 4.6 +6.2
FBCG Fidelity Blue Chip Growth ETF 0.4 59 -9 2.4 +3.9
FELC Fidelity Enhanced Large Cap Core ETF 0.4 18 32 4.7 +6.2
JHSC John Hancock Multifactor Small Cap ETF 0.4 42 8 6.5 +8.0
AVSU Avantis Responsible U.S. Equity ETF 0.4 15 35 5.4 +6.9
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.4 15 35 9.9 +11.4
KLMT Invesco MSCI Global Climate 500 ETF 0.4 10 40 5.3 +6.8
MEDX Horizon Kinetics Medical ETF 0.4 85 -35 1.5 +3.0
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.4 3 47 6.5 +8.0
APUE ActivePassive U.S. Equity ETF 0.4 45 5 4.2 +5.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.4 10 40 4.5 +6.0
PATN Pacer Nasdaq International Patent Leaders ETF 0.4 65 -15 4.9 +6.4
OALC OneAscent Large Cap Core ETF 0.4 86 -36 3.8 +5.3
MGC Vanguard Mega Cap ETF 0.4 7 43 4.2 +5.7
RAFE PIMCO RAFI ESG U.S. ETF 0.4 29 21 6.7 +8.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.4 20 30 5.1 +6.6
GVUS Marketbeta Russell 1000 Value Equity ETF 0.4 12 38 5.8 +7.3
AIQ Global X Artificial Intelligence & Technology ETF 0.4 68 -18 3.5 +5.0
WLDR Affinity World Leaders Equity ETF 0.4 67 -17 6.7 +8.2
JQUA JPMorgan U.S. Quality Factor ETF 0.4 12 38 5.3 +6.8
DFUV Dimensional US Marketwide Value ETF 0.4 22 28 6.6 +8.1
IBB iShares Biotechnology ETF 0.4 45 5 -0.5 +1.0
SFTY Horizon Managed Risk ETF 0.4 77 -27 3.7 +5.2
DFIV Dimensional International Value ETF 0.4 27 23 8.1 +9.6
IUS Invesco RAFI Strategic US ETF 0.4 19 31 6.0 +7.5
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.4 25 25 6.4 +7.9
AVMV Avantis U.S. Mid Cap Value ETF 0.4 20 30 7.7 +9.2
STOX Horizon Core Equity ETF 0.3 70 -20 3.8 +5.3
EBI Longview Advantage ETF 0.3 35 15 6.4 +7.9
PRXV Praxis Impact Large Cap Value ETF 0.3 36 14 5.9 +7.4
VOOV Vanguard S&P 500 Value ETF 0.3 7 43 5.9 +7.4
IWL iShares Russell Top 200 ETF 0.3 15 35 4.1 +5.6
EPS WisdomTree U.S. LargeCap Fund 0.3 8 42 5.1 +6.6
EVUS iShares ESG Aware MSCI USA Value ETF 0.3 18 32 5.9 +7.4
TTAI FCF International Quality ETF 0.3 59 -9 6.6 +8.1
AQLT iShares MSCI Global Quality Factor ETF 0.3 18 32 0.0 +1.5
IVE iShares S&P 500 Value ETF 0.3 18 32 5.8 +7.3
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.3 4 46 5.9 +7.4
EWA iShares MSCI Australia ETF 0.3 50 0 5.3 +6.8
RECS Columbia Research Enhanced Core ETF 0.3 15 35 5.6 +7.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 41 5.2 +6.7
USMF WisdomTree U.S. Multifactor Fund 0.3 28 22 6.6 +8.1
IAK iShares U.S. Insurance ETF 0.3 40 10 7.0 +8.5
FELV Fidelity Enhanced Large Cap Value ETF 0.3 18 32 6.0 +7.6
IUSV iShares Core S&P US Value ETF 0.3 4 46 6.0 +7.6
IWC iShares Micro-Cap ETF 0.3 60 -10 -1.5 +0.0
FTA First Trust Large Cap Value AlphaDEX Fund 0.3 59 -9 7.9 +9.4
SUSL iShares ESG MSCI USA Leaders ETF 0.3 10 40 4.5 +6.0
VONV Vanguard Russell 1000 Value ETF 0.3 7 43 5.9 +7.4
RWL Invesco S&P 500 Revenue ETF 0.3 39 11 6.1 +7.6
EZU iShares MSCI Eurozone ETF 0.3 52 -2 5.9 +7.4
VTWV Vanguard Russell 2000 Value ETF 0.3 10 40 5.5 +7.0
IWD iShares Russell 1000 Value ETF 0.3 19 31 5.8 +7.3
QVML Invesco S&P 500 QVM Multi-factor ETF 0.3 11 39 4.6 +6.1
AOTG AOT Growth and Innovation ETF 0.3 75 -25 1.5 +3.1
IWN iShares Russell 2000 Value ETF 0.3 24 26 5.3 +6.8
JAVA JPMorgan Active Value ETF 0.3 44 6 5.8 +7.3
ROUS Hartford Multifactor US Equity ETF 0.3 19 31 5.7 +7.2
PRF Invesco FTSE RAFI US 1000 ETF 0.3 34 16 6.1 +7.6
LEAD Siren DIVCON Leaders Dividend ETF 0.3 43 7 3.8 +5.3
JHMD John Hancock Multifactor Developed International ETF 0.3 39 11 6.4 +7.9
SNPE Xtrackers S&P 500 ESG ETF 0.3 10 40 4.6 +6.1
EES WisdomTree U.S. SmallCap Fund 0.3 38 12 8.7 +10.2
VFVA Vanguard U.S. Value Factor ETF 0.3 13 37 10.0 +11.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.3 15 35 7.3 +8.8
DFSV Dimensional US Small Cap Value ETF 0.3 31 19 9.6 +11.1
PEXL Pacer US Export Leaders ETF 0.3 60 -10 3.5 +5.0
FTXH First Trust Nasdaq Pharmaceuticals ETF 0.3 60 -10 7.0 +8.5
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.3 15 35 5.5 +7.0
CIL VictoryShares International Volatility Wtd ETF 0.3 45 5 5.7 +7.3
SMCF Themes US Small Cap Cash Flow Champions ETF 0.3 29 21 10.7 +12.2
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.3 12 38 3.8 +5.3
IDMO Invesco S&P International Developed Momentum ETF 0.3 25 25 5.4 +6.9
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.3 12 38 6.6 +8.1
VTV Vanguard Value ETF 0.3 4 46 6.1 +7.6
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.3 45 5 5.9 +7.4
JPIN J.P. Morgan Diversified Return International Equity ETF 0.3 37 13 7.3 +8.8
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.2 35 15 5.7 +7.3
MILN Global X Millennial Consumer ETF 0.2 50 0 4.1 +5.6
QUAL iShares MSCI USA Quality Factor ETF 0.2 15 35 4.6 +6.1
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.2 42 8 4.2 +5.7
FYT First Trust Small Cap Value AlphaDEX Fund 0.2 73 -23 10.8 +12.3
VEGN US Vegan Climate ETF 0.2 60 -10 4.3 +5.8
EPP iShares MSCI Pacific ex-Japan ETF 0.2 47 3 5.0 +6.5
NUEM Nuveen ESG Emerging Markets Equity ETF 0.2 36 14 6.7 +8.2
QINT American Century Quality Diversified International ETF 0.2 39 11 6.9 +8.4
FAB First Trust Multi Cap Value AlphaDEX Fund 0.2 67 -17 9.1 +10.6
SUSA iShares MSCI USA ESG Select ETF 0.2 25 25 4.3 +5.8
STXD Strive 1000 Dividend Growth ETF 0.2 35 15 4.6 +6.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.2 10 40 8.6 +10.1
FENI Fidelity Enhanced International ETF 0.2 28 22 6.0 +7.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.2 19 31 5.2 +6.8
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 11 8.6 +10.1
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.2 40 10 5.8 +7.3
DWM WisdomTree International Equity Fund 0.2 48 2 5.8 +7.3
ESGG FlexShares STOXX Global ESG Select Index Fund 0.2 42 8 4.5 +6.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.2 65 -15 5.0 +6.5
MFVL Motley Fool Value Factor ETF 0.2 50 0 5.7 +7.2
ISRA VanEck Israel ETF 0.2 59 -9 6.1 +7.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.2 29 21 6.0 +7.5
FLQL Franklin LibertyQ U.S. Equity ETF 0.2 15 35 4.9 +6.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.2 7 43 4.6 +6.1
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.2 25 25 6.6 +8.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.2 32 18 4.3 +5.8
SCHM Schwab U.S. Mid-Cap ETF 0.2 4 46 6.3 +7.9
STXV Strive 1000 Value ETF 0.2 18 32 7.1 +8.6
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 25 6.6 +8.2
DOL WisdomTree International LargeCap Dividend Fund 0.2 48 2 6.0 +7.5
IVLU iShares MSCI Intl Value Factor ETF 0.2 30 20 8.5 +10.0
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.2 49 1 5.2 +6.7
IEV iShares Europe ETF 0.2 67 -17 6.1 +7.6
IEUR iShares Core MSCI Europe ETF 0.2 11 39 6.6 +8.1
BBEU JPMorgan BetaBuilders Europe ETF 0.2 9 41 6.4 +7.9
GQI Natixis Gateway Quality Income ETF 0.2 34 16 4.5 +6.0
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.2 46 4 5.8 +7.3
FLEE Franklin FTSE Europe ETF 0.2 9 41 6.5 +8.0
VIG Vanguard Dividend Appreciation ETF 0.2 5 45 5.1 +6.6
VGK Vanguard FTSE Europe ETF 0.2 6 44 6.8 +8.3
SPEU SPDR Portfolio Europe ETF 0.2 7 43 6.7 +8.2
GSID Goldman Sachs MarketBeta International Equity ETF 0.2 20 30 6.1 +7.6
PFM Invesco Dividend Achievers ETF 0.2 53 -3 4.8 +6.4
GOP Unusual Whales Subversive Republican Trading ETF 0.2 50 0 4.7 +6.2
MCHI iShares MSCI China ETF 0.2 59 -9 18.6 +20.1
IJJ iShares S&P Mid-Cap 400 Value ETF 0.2 18 32 8.4 +9.9
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.2 20 30 5.8 +7.3
EFG iShares MSCI EAFE Growth ETF 0.2 36 14 3.9 +5.4
IDHQ Invesco S&P International Developed High Quality ETF 0.2 29 21 5.8 +7.3
GEW Cambria Global EW ETF 0.2 29 21 5.6 +7.1
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.2 15 35 8.4 +9.9
BKIE BNY Mellon International Equity ETF 0.2 4 46 6.2 +7.7
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.2 36 14 5.6 +7.1
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 35 6.3 +7.8
ILCV iShares Morningstar Value ETF 0.1 4 46 5.6 +7.1
FNDX Schwab Fundamental US Large Co. Index ETF 0.1 25 25 6.7 +8.2
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.1 8 42 4.6 +6.1
DFAT Dimensional U.S. Targeted Value ETF 0.1 28 22 9.3 +10.8
EFA iShares MSCI EAFE ETF 0.1 35 15 6.0 +7.5
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.1 47 3 8.6 +10.1
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 26 5.8 +7.3
HFXI IQ FTSE International Equity Currency Neutral ETF 0.1 20 30 6.0 +7.6
DXIV Dimensional International Vector Equity ETF 0.1 34 16 6.8 +8.3
EFV iShares MSCI EAFE Value ETF 0.1 34 16 7.9 +9.4
SMMD iShares Russell 2500 ETF 0.1 15 35 6.1 +7.6
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 5 7.2 +8.7
HDUS Hartford Disciplined US Equity ETF 0.1 19 31 5.0 +6.5
FDEV Fidelity International Multifactor ETF 0.1 18 32 7.2 +8.7
TPIF Timothy Plan International ETF 0.1 62 -12 5.7 +7.2
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 3 47 6.2 +7.7
PIEL Pacer International Export Leaders ETF 0.1 60 -10 4.4 +5.9
IEFA iShares Core MSCI EAFE ETF 0.1 7 43 6.3 +7.8
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 1 6.2 +7.7
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 32 3.3 +4.8
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 20 6.8 +8.3
FLCH Franklin FTSE China ETF 0.1 19 31 16.5 +18.0
FELG Fidelity Enhanced Large Cap Growth ETF 0.1 18 32 3.5 +5.0
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.1 35 15 6.4 +7.9
DFIS Dimensional International Small Cap ETF 0.1 39 11 6.3 +7.9
VSGX Vanguard ESG International Stock ETF 0.1 10 40 7.1 +8.6
ESGE iShares ESG Aware MSCI EM ETF 0.1 25 25 9.2 +10.7
SPMO Invesco S&P 500 Momentum ETF 0.1 13 37 3.6 +5.1
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 25 8.0 +9.5
NACP Impact Shares NAACP Minority Empowerment ETF 0.1 49 1 4.2 +5.7
AVDV Avantis International Small Cap Value ETF 0.1 36 14 8.0 +9.5
GXC SPDR S & P China ETF 0.1 59 -9 17.2 +18.7
IDEV iShares Core MSCI International Developed Markets ETF 0.1 4 46 6.2 +7.7
SCHF Schwab International Equity ETF 0.1 6 44 6.3 +7.8
SFGV Sequoia Global Value ETF 0.1 23 27 7.4 +8.9
VEA Vanguard FTSE Developed Markets ETF 0.1 3 47 6.3 +7.8
LDEM iShares ESG MSCI EM Leaders ETF 0.1 17 33 12.6 +14.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.1 15 35 8.7 +10.2
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.1 35 15 5.9 +7.4
AVIE Avantis  Inflation Focused Equity ETF 0.1 25 25 6.1 +7.6
DLN WisdomTree U.S. LargeCap Dividend Fund 0.1 28 22 5.6 +7.1
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.1 20 30 4.9 +6.4
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 34 16 6.7 +8.3
BKF iShares MSCI BIC ETF 0.1 69 -19 13.7 +15.2
VIGI Vanguard International Dividend Appreciation ETF 0.1 10 40 6.2 +7.7
VEU Vanguard FTSE All-World ex-US Index Fund 0.1 4 46 7.1 +8.6
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 22 5.9 +7.4
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.1 41 9 6.4 +8.0
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.1 18 32 6.7 +8.2
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 11 7.1 +8.6
TXS Texas Capital Texas Equity Index ETF 0.1 49 1 5.1 +6.6
EMXF iShares ESG Advanced MSCI EM ETF 0.1 16 34 7.6 +9.1
DFAI Dimensional International Core Equity Market ETF 0.1 18 32 6.2 +7.7
VXUS Vanguard Total International Stock ETF 0.1 5 45 7.0 +8.5
IXUS iShares Core MSCI Total International Stock ETF 0.1 7 43 7.0 +8.5
DFE WisdomTree Europe SmallCap Dividend Fund 0.1 58 -8 7.7 +9.2
DGRO iShares Core Dividend Growth ETF 0.1 8 42 5.7 +7.2
INTF iShares International Equity Factor ETF 0.1 15 35 6.7 +8.3
DMXF iShares ESG Advanced MSCI EAFE ETF 0.1 12 38 5.2 +6.8
AVSD Avantis Responsible International Equity ETF 0.1 23 27 6.2 +7.8
DIHP Dimensional International High Profitability ETF 0.1 29 21 5.8 +7.3
LQPE PEO AlphaQuest Thematic PE ETF 0.1 125 -75 5.2 +6.7
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.1 30 20 6.2 +7.7
DFIC Dimensional International Core Equity 2 ETF 0.1 23 27 6.4 +7.9
VUSE Vident U.S. Equity Strategy ETF 0.1 50 0 3.9 +5.4
AVDE Avantis International Equity ETF 0.1 23 27 6.4 +7.9
THRO iShares U.S. Thematic Rotation Active ETF 0.1 90 -40 3.4 +5.0
IQLT iShares MSCI Intl Quality Factor ETF 0.1 30 20 5.6 +7.1
GWX SPDR S&P International Small Cap ETF 0.1 40 10 6.1 +7.6
IPAC iShares Core MSCI Pacific ETF 0.1 9 41 5.8 +7.3
DLS WisdomTree International SmallCap Dividend Fund 0.1 58 -8 7.6 +9.1
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.1 39 11 7.3 +8.8
IQSI IQ Candriam International Equity ETF 0.1 15 35 5.8 +7.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 11 6.3 +7.9
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.0 70 -20 7.8 +9.3
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.0 30 20 8.9 +10.4
IMTM iShares MSCI Intl Momentum Factor ETF 0.0 30 20 4.9 +6.5
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 20 6.7 +8.2
SCHE Schwab Emerging Markets Equity ETF 0.0 11 39 9.9 +11.4
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.0 41 9 7.5 +9.0
VWO Vanguard FTSE Emerging Markets ETF 0.0 7 43 9.6 +11.1
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.0 24 26 7.0 +8.5
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 -16 8.0 +9.5
DGRW WisdomTree US Quality Dividend Growth Fund 0.0 28 22 5.1 +6.6
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.0 58 -8 5.5 +7.0
VPL Vanguard FTSE Pacific ETF 0.0 7 43 5.8 +7.3
AVDS Avantis International Small Cap Equity ETF 0.0 30 20 6.2 +7.7
EEM iShares MSCI Emerging Markets ETF 0.0 69 -19 8.7 +10.2
VBR Vanguard Small Cap Value ETF 0.0 7 43 8.4 +9.9
PNQI Invesco NASDAQ Internet ETF 0.0 60 -10 3.7 +5.2
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 41 9.0 +10.5
TEXN iShares Texas Equity ETF 0.0 20 30 5.3 +6.8
VFH Vanguard Financials ETF 0.0 9 41 6.5 +8.1
WSGE Warren Street Global Equity ETF 0.0 80 -30 3.1 +4.6
ISCF iShares International SmallCap Equity Factor ETF 0.0 23 27 7.4 +8.9
FLAX Franklin FTSE Asia Ex Japan ETF 0.0 19 31 8.0 +9.5
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.0 15 35 8.8 +10.3
FNCL Fidelity MSCI Financials Index ETF 0.0 8 42 6.5 +8.0
IQDG WisdomTree International Quality Dividend Growth Fund 0.0 42 8 5.8 +7.4
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 43 9.9 +11.4
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 38 12 7.7 +9.2
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 15 7.7 +9.2
SCHV Schwab U.S. Large-Cap Value ETF 0.0 4 46 6.0 +7.5
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.0 12 38 5.5 +7.0
DUHP Dimensional US High Profitability ETF 0.0 21 29 5.3 +6.8
JHEM John Hancock Multifactor Emerging Markets ETF 0.0 49 1 8.3 +9.8
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.0 59 -9 9.2 +10.7
AVSE Avantis Responsible Emerging Markets Equity ETF 0.0 33 17 7.5 +9.0
DISV Dimensional International Small Cap Value ETF 0.0 42 8 8.5 +10.0
IGRO iShares International Dividend Growth ETF 0.0 15 35 6.9 +8.4
RVER Trenchless Fund ETF 0.0 65 -15 0.8 +2.3
EEMA iShares MSCI Emerging Markets Asia ETF 0.0 49 1 8.5 +10.0

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 3.8 x
Less: Expense ratio 50 bp
Equals: ALTAR Score -1.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.54 CATEGORY
AVERAGE		 1.58
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.