iShares Biotechnology ETF
ALTAR
Score™		 0.9% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 105.4x P/Sales
ratio		 4.4x
P/BV
ratio		 3.8x Div.
yield		 0.7%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The iShares Nasdaq Biotechnology Index Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of companies primarily engaged in the biotechnology industry, as represented by the NASDAQ Biotechnology Index.

FUND BASICS
Category US Equities
Fund Sponsor Barclays Global Investors
Website www.ishares.com
Inception date Feb 05, 2001
Assets (mns) $5,204
Currency USD
Expense ratio 45 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust
Weighting Market Cap
Index replication n/a
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 260
Wgt avg mkt cap (mns) $48,533
Large cap (>$10bn) 68.9%
Mid cap ($2-10bn) 20.2%
Small cap (<$2bn) 10.5%
Developed mkts 99.8%
Emerging mkts 0.2%

TOP TEN HOLDINGS
VERTEX PHARMACEUTICALS INC 8.4 %
AMGEN INC 8.2 %
GILEAD SCIENCES INC 8.1 %
REGENERON PHARMACEUTICALS 6.9 %
ALNYLAM PHARMACEUTICALS INC 3.9 %
IQVIA HOLDINGS INC 3.2 %
ARGENX SE ADR 2.9 %
METTLER-TOLEDO INTERNATIONAL 2.8 %
WATERS CORP 2.5 %
NATERA INC 2.4 %
Total 49.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 85.1 %
NETHERLANDS 3.3 %
GERMANY 1.9 %
DENMARK 1.9 %
CHINA 1.9 %
BRITAIN 0.9 %
IRELAND 0.6 %
SWITZERLAND 0.4 %
CANADA 0.2 %
SPAIN 0.2 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-4.2% 0.0% 0.7% 1.5% 5.8%

Market Correlations
versus... Beta R-squared
S&P500 0.73 51%
MSCI EAFE 0.67 45%
MSCI Emg. Mkts. 0.46 21%

Technical Indicators
Recent close $121.16
30d moving avg. $121.26
Annualized volatility 16.9%
Short interest (ETF) 24.1%
Short interest (Underlying) 4.8%
Relative strength (RSI) 41

Liquidity measures
Avg. volume (thou.) 2,029
Turnover 4.7%
Bid/Ask (% of price) 0.01%
ADV underlying (mns) $7,070

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 698 potential alternatives to the iShares Biotechnology ETF ETF based on the alternatives' overlap in portfolio holdings with IBB. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IBB Expense: 45 bp ALTAR Score™: 0.9%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IBB
Ticker Fund
Name		 Overlap1
vs IBB
(%)		 Expense
ratio
(bp)		 Savings
vs IBB
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IBB
(%)
IBBQ Invesco Nasdaq Biotechnology ETF 75.8 19 26 0.8 -0.1
BBH VanEck Biotech ETF 58.8 35 10 6.1 +5.2
FBT First Trust NYSE Arca Biotechnology Index Fund 46.8 56 -11 5.7 +4.8
XBI SPDR S&P BIOTECH ETF 45.9 35 10 -3.3 -4.3
BBP Virtus LifeSci Biotech Products ETF 35.3 79 -34 -5.2 -6.1
BMED Future Health ETF 31.4 85 -40 0.5 -0.4
PBE Invesco Biotechnology & Genome ETF 31.1 58 -13 2.3 +1.4
HELX Franklin Genomic Advancements ETF 30.2 50 -5 -0.2 -1.1
MNTL Tema Neuroscience and Mental Health ETF 30.2 75 -30 -0.9 -1.8
FTXH First Trust Nasdaq Pharmaceuticals ETF 29.9 60 -15 11.4 +10.5
WDNA WisdomTree BioRevolution Fund 26.3 45 0 -1.7 -2.6
GNOM Global X Genomics & Biotechnology ETF 22.4 50 -5 -4.2 -5.1
FXH First Trust Health Care AlphaDEX Fund 18.4 62 -17 8.7 +7.8
HTEC ROBO Global Healthcare Technology and Innovation ETF 18.1 68 -23 2.6 +1.6
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 17.3 75 -30 1.0 +0.1
CANC Tema Oncology ETF 17.3 75 -30 -2.6 -3.5
PINK Simplify Health Care ETF 16.7 50 -5 1.0 +0.1
MEDX Horizon Kinetics Medical ETF 16.6 85 -40 2.1 +1.2
FHLC Fidelity MSCI Health Care Index ETF 16.1 8 37 6.5 +5.6
RSPH Invesco S&P 500 Equal Weight Health Care ETF 16.0 40 5 7.8 +6.9
PJP Invesco Pharmaceuticals ETF 15.8 57 -12 8.4 +7.5
VHT Vanguard Health Care ETF 15.3 10 35 6.3 +5.4
FMED Fidelity Disruptive Medicine ETF 14.7 50 -5 -1.1 -2.0
IYH iShares U.S. Healthcare ETF 13.6 40 5 7.1 +6.2
AGNG Global X Aging Population ETF 13.3 50 -5 5.0 +4.1
IDNA iShares Genomics Immunology and Healthcare ETF 12.5 47 -2 -2.1 -3.0
GDOC Goldman Sachs Future Health Care Equity ETF 12.5 75 -30 2.8 +1.9
QQQJ Invesco NASDAQ Next Gen 100 ETF 12.4 15 30 5.4 +4.5
XLV Health Care Select Sector SPDR Fund 11.3 8 37 7.8 +6.8
CNCR Range Cancer Therapeutics ETF 11.3 79 -34 -13.5 -14.4
IWO iShares Russell 2000 Growth ETF 11.1 24 21 1.4 +0.5
VTWG Vanguard Russell 2000 Growth ETF 11.0 15 30 1.5 +0.6
SYNB Putnam BioRevolution ETF 10.8 70 -25 2.9 +2.0
ARKG ARK Genomic Revolution ETF 10.7 75 -30 0.0 -0.9
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 10.5 20 25 5.0 +4.1
VFLO VictoryShares Free Cash Flow ETF 10.0 39 6 10.9 +9.9
BBC Virtus LifeSci Biotech Clinical Trials ETF 9.8 79 -34 0.0 -0.9
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 9.7 95 -50 0.6 -0.3
IBRN iShares Neuroscience and Healthcare ETF 9.4 47 -2 0.0 -0.9
SBIO ALPS Medical Breakthroughs ETF 8.7 50 -5 0.0 -0.9
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 8.7 60 -15 6.2 +5.3
MEDI Harbor Health Care ETF 8.5 80 -35 -1.6 -2.6
VBK Vanguard Small-Cap Growth ETF 8.2 7 38 1.9 +1.0
RSSL Global X Russell 2000 ETF 8.2 8 37 4.7 +3.8
SAGP Strategas Global Policy Opportunities ETF 8.1 65 -20 5.4 +4.5
IXJ iShares Global Healthcare ETF 8.0 42 3 7.2 +6.3
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 7.9 65 -20 1.0 +0.1
LRND IQ U.S. Large Cap R&D Leaders ETF 7.5 14 31 5.9 +5.0
LIVR Intelligent Livermore ETF 7.5 69 -24 6.5 +5.6
FDG American Century Focused Dynamic Growth ETF 7.5 45 0 2.1 +1.2
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7.4 60 -15 4.2 +3.3
KONG Formidable Fortress ETF 7.4 89 -44 5.9 +5.0
OZEM Roundhill GLP-1 & Weight Loss ETF 7.4 59 -14 -0.7 -1.6
IWM iShares Russell 2000 ETF 7.4 19 26 4.7 +3.8
ISCG iShares Morningstar Small-Cap Growth ETF 7.3 6 39 2.9 +2.0
VTWO Vanguard Russell 2000 ETF 7.3 10 35 4.7 +3.8
NUMG Nuveen ESG Mid-Cap Growth ETF 7.3 31 14 2.5 +1.6
DRUP GraniteShares Nasdaq Select Disruptors ETF 7.3 60 -15 4.1 +3.2
PTH Invesco Dorsey Wright Healthcare Momentum ETF 7.1 60 -15 -2.6 -3.5
LFSC F/m Emerald Life Sciences Innovation ETF 6.9 79 -34 0.0 -0.9
HKND Humankind US Stock ETF 6.6 11 34 7.4 +6.5
GURU Global X Guru Index ETF 6.6 75 -30 4.1 +3.2
TOLL Tema Monopolies and Oligopolies ETF 6.5 75 -30 3.7 +2.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 6.5 9 36 4.7 +3.8
FESM Fidelity Enhanced Small Cap ETF 6.4 28 17 8.1 +7.1
ABOT Abacus FCF Innovation Leaders ETF 6.3 69 -24 4.4 +3.5
COWZ Pacer US Cash Cows 100 ETF 6.2 49 -4 9.5 +8.6
BUL Pacer US Cash Cows Growth ETF 6.2 60 -15 6.1 +5.2
UDI USCF Dividend Income Fund 6.1 65 -20 8.4 +7.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 6.0 30 15 6.8 +5.9
RFG Invesco S&P Midcap 400 Pure Growth ETF 6.0 35 10 5.3 +4.4
BRIF FIS Bright Portfolios Focused Equity ETF 5.9 65 -20 4.6 +3.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 5.9 15 30 6.1 +5.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 5.8 35 10 4.2 +3.3
BKSE BNY Mellon US Small Cap Core Equity ETF 5.7 4 41 6.3 +5.4
ETHO Etho Climate Leadership U.S. ETF 5.6 47 -2 5.6 +4.7
RNSC Furst Trust Small Cap US Equity Select ETF 5.6 60 -15 5.9 +5.0
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 5.6 29 16 6.5 +5.6
RAYD Rayliant Quantitative Developed Market Equity ETF 5.4 80 -35 4.6 +3.7
SMLF iShares U.S. SmallCap Equity Factor ETF 5.4 15 30 6.5 +5.6
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 5.4 49 -4 3.8 +2.9
FYC First Trust Small Cap Growth AlphaDEX Fund 5.3 71 -26 0.5 -0.4
IJK iShares S&P Mid-Cap 400 Growth ETF 5.2 17 28 6.0 +5.1
TBG TBG Dividend Focus ETF 5.2 59 -14 8.0 +7.0
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 5.1 40 5 6.2 +5.3
RND First Trust Bloomberg R&D Leaders ETF 5.1 60 -15 3.8 +2.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 5.1 15 30 6.0 +5.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 5.0 20 25 6.1 +5.2
VFMO Vanguard U.S. Momentum Factor ETF 5.0 13 32 3.2 +2.3
DFNV Donoghue Forlines Innovation ETF 5.0 69 -24 4.4 +3.5
MDYG SPDR S&P 400 Mid Cap Growth ETF 5.0 15 30 6.0 +5.1
VXF Vanguard Extended Market ETF 4.9 6 39 5.0 +4.1
DHS WisdomTree U.S. High Dividend Fund 4.9 38 7 8.3 +7.4
POWA Invesco Bloomberg Pricing Power ETF 4.8 40 5 5.6 +4.7
SMRI Bushido Capital US Equity ETF 4.8 71 -26 9.5 +8.6
DJD Invesco Dow Jones Industrial Average Dividend ETF 4.8 7 38 7.6 +6.7
SFYX SoFi Next 500 ETF 4.8 0 45 5.9 +4.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 4.8 64 -19 2.3 +1.4
FFND Future Fund Active ETF 4.8 100 -55 4.6 +3.6
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 4.8 60 -15 2.1 +1.2
QNXT iShares Nasdaq-100 ex Top 30 ETF 4.7 20 25 4.2 +3.3
CGGR Capital Group Growth ETF 4.7 39 6 3.4 +2.5
VFQY Vanguard U.S. Quality Factor ETF 4.6 13 32 6.4 +5.5
QLV FlexShares US Quality Low Volatility Index Fund 4.6 22 23 5.7 +4.8
ABFL Abacus FCF Leaders ETF 4.6 59 -14 5.4 +4.5
STXK Strive Small-Cap ETF 4.6 18 27 6.4 +5.5
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 4.5 49 -4 4.3 +3.4
MBCC Monarch Blue Chips Core ETF 4.5 125 -80 4.1 +3.2
ISCB iShares Morningstar Small-Cap ETF 4.5 4 41 6.3 +5.4
SDG iShares MSCI Global Sustainable Development Goals ETF 4.5 49 -4 6.3 +5.4
THNR Amplify Weight Loss Drug & Treatment ETF 4.5 59 -14 6.1 +5.2
SXQG ETC 6 Meridian Quality Growth ETF 4.5 100 -55 4.4 +3.5
SCHA Schwab U.S. Small-Cap ETF 4.5 4 41 6.5 +5.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4.5 7 38 6.3 +5.4
TECB iShares U.S. Tech Breakthrough Multisector ETF 4.5 40 5 3.8 +2.9
TMFX Motley Fool Next Index ETF 4.4 50 -5 2.8 +1.9
CRTC Xtrackers US National Critical Technologies ETF 4.4 35 10 5.1 +4.2
AFSM First Trust Active Factor Small Cap ETF 4.4 75 -30 7.7 +6.8
FNY First Trust Mid Cap Growth AlphaDEX Fund 4.4 70 -25 2.9 +2.0
AIEQ AI Powered Equity ETF 4.3 75 -30 5.3 +4.4
VB Vanguard Small-Cap ETF 4.3 5 40 6.3 +5.4
XT iShares Exponential Technologies ETF 4.3 46 -1 5.6 +4.7
USCF Themes US Cash Flow Champions ETF 4.3 29 16 9.1 +8.2
AFMC First Trust Active Factor Mid Cap ETF 4.3 65 -20 8.7 +7.8
JHSC John Hancock Multifactor Small Cap ETF 4.3 42 3 7.0 +6.1
MOTE VanEck Morningstar ESG Moat ETF 4.2 49 -4 5.8 +4.9
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.2 58 -13 4.0 +3.1
PEXL Pacer US Export Leaders ETF 4.2 60 -15 5.0 +4.1
CGDV Capital Group Dividend Value ETF 4.2 33 12 4.8 +3.9
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.1 18 27 5.6 +4.7
GINN Goldman Sachs Innovate Equity ETF 4.1 52 -7 4.1 +3.2
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 4.1 20 25 5.7 +4.8
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 4.1 65 -20 5.2 +4.3
ESML iShares ESG Aware MSCI USA Small-Cap ETF 4.1 17 28 6.1 +5.2
IWC iShares Micro-Cap ETF 4.0 60 -15 -0.7 -1.6
MDEV First Trust Indxx Medical Devices ETF 4.0 70 -25 4.3 +3.4
TMAT Main Thematic Innovation ETF 4.0 164 -119 -1.5 -2.4
FSMD Fidelity Small-Mid Multifactor ETF 4.0 15 30 7.3 +6.3
GVLU Gotham 1000 Value ETF 4.0 50 -5 9.1 +8.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 4.0 4 41 6.3 +5.4
LRGC AB US Large Cap Strategic Equities ETF 4.0 48 -3 4.8 +3.9
ARKK ARK Innovation ETF 4.0 75 -30 -2.8 -3.8
DIA SPDR Dow Jones Industrial Average ETF Trust 4.0 16 29 5.7 +4.8
LGCF Themes US Cash Flow Champions ETF 3.9 30 15 8.5 +7.6
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.9 30 15 8.2 +7.3
TMFM Motley Fool Mid-Cap Growth ETF 3.9 85 -40 3.6 +2.7
XJH iShares ESG Screened S&P Mid-Cap ETF 3.9 12 33 7.3 +6.4
NUSC Nuveen ESG Small-Cap ETF 3.9 31 14 5.6 +4.7
FFTY Innovator IBD 50 ETF 3.9 80 -35 -0.4 -1.3
SCHM Schwab U.S. Mid-Cap ETF 3.8 4 41 6.9 +6.0
HLGE Hartford Longevity Economy ETF 3.8 44 1 6.4 +5.5
STXM Strive Mid-Cap ETF 3.8 18 27 6.5 +5.6
CGGO Capital Group Global Growth Equity ETF 3.8 47 -2 4.9 +4.0
GRPM Invesco S&P MidCap 400 GARP ETF 3.7 35 10 9.4 +8.5
XMHQ Invesco S&P MidCap Quality ETF 3.7 25 20 6.8 +5.9
CZAR Themes Natural Monopoly ETF 3.7 35 10 5.6 +4.7
WRND IQ Global Equity R&D Leaders ETF 3.6 18 27 8.9 +8.0
XMMO Invesco S&P MidCap Momentum ETF 3.6 34 11 5.5 +4.6
SCHD Schwab US Dividend Equity ETF 3.6 6 39 9.9 +9.0
MDY SPDR S&P Midcap 400 ETF Trust 3.6 24 21 7.4 +6.5
ONEQ Fidelity Nasdaq Composite Index ETF 3.6 21 24 4.0 +3.1
IJH iShares Core S&P Mid-Cap ETF 3.6 5 40 7.6 +6.7
IWP iShares Russell Mid-Cap Growth ETF 3.6 23 22 3.4 +2.5
FSCS First Trust SMID Capital Strength ETF 3.5 60 -15 6.9 +6.0
QQQS Invesco NASDAQ Future Gen 200 ETF 3.5 20 25 -3.6 -4.5
IVOO Vanguard S&P Mid-Cap 400 ETF 3.5 10 35 7.6 +6.7
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 3.5 3 42 7.6 +6.7
NUDV Nuveen ESG Dividend ETF 3.5 26 19 7.5 +6.6
USMV iShares MSCI USA Min Vol Factor ETF 3.5 15 30 5.5 +4.6
SIXL ETC 6 Meridian Low Beta Equity ETF 3.4 80 -35 6.1 +5.2
IWN iShares Russell 2000 Value ETF 3.4 24 21 8.1 +7.2
YALL God Bless America ETF 3.4 65 -20 3.7 +2.8
ROUS Hartford Multifactor US Equity ETF 3.4 19 26 7.2 +6.3
VTWV Vanguard Russell 2000 Value ETF 3.4 15 30 8.1 +7.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 3.4 24 21 8.0 +7.1
FMDE Fidelity Enhanced Mid Cap ETF 3.4 23 22 5.9 +5.0
FCPI Fidelity Stocks for Inflation ETF 3.4 15 30 7.6 +6.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 3.3 39 6 6.7 +5.8
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 3.3 49 -4 4.8 +3.9
TTAC FCF US Quality ETF 3.3 59 -14 6.2 +5.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.3 25 20 8.2 +7.3
GVIP Goldman Sachs Hedge Industry VIP ETF 3.3 45 0 3.4 +2.5
FYX First Trust Small Cap Core AlphaDEX Fund 3.3 61 -16 6.6 +5.7
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.3 55 -10 4.3 +3.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.3 29 16 6.6 +5.7
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.3 15 30 7.3 +6.4
SNPV Xtrackers S&P 500 Value ESG ETF 3.2 15 30 7.0 +6.0
CZA Invesco Zacks Mid-Cap ETF 3.2 72 -27 6.5 +5.6
PSC Principal U.S. Small-Cap ETF 3.1 38 7 7.0 +6.1
SPMV Invesco S&P 500 Minimum Variance ETF 3.1 10 35 5.3 +4.4
PSCH Invesco S&P SmallCap Health Care ETF 3.1 29 16 4.3 +3.4
KRMA Global X Conscious Companies ETF 3.1 43 2 5.9 +5.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.1 20 25 6.6 +5.7
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.1 50 -5 4.1 +3.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 3.1 15 30 8.2 +7.3
FTC First Trust Large Cap Growth AlphaDEX Fund 3.1 59 -14 2.9 +2.0
DSTL Distillate US Fundamental Stability & Value ETF 3.1 39 6 8.4 +7.5
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 3.0 56 -11 6.4 +5.5
VOT Vanguard Mid-Cap Growth ETF 3.0 7 38 3.6 +2.7
QQQ Invesco QQQ Trust Series I 3.0 20 25 4.2 +3.3
HEAL Global X HealthTech ETF 3.0 50 -5 -0.7 -1.6
QQQM Invesco NASDAQ 100 ETF 3.0 15 30 4.3 +3.4
IMCG iShares Morningstar Mid-Cap Growth ETF 2.9 6 39 4.1 +3.2
JHMM John Hancock Multifactor Mid Cap ETF 2.9 42 3 6.5 +5.6
QQMG Invesco ESG NASDAQ 100 ETF 2.9 20 25 4.3 +3.4
BFOR ALPS Barron's 400 ETF 2.9 65 -20 6.1 +5.1
EDOW First Trust Dow 30 Equal Weight ETF 2.8 50 -5 5.3 +4.4
AVSC Avantis U.S Small Cap Equity ETF 2.8 25 20 6.3 +5.4
SSPY Syntax Stratified LargeCap ETF 2.8 30 15 6.7 +5.8
SHUS Syntax Stratified U.S. Total Market Hedged ETF 2.8 65 -20 6.4 +5.5
FLRG Fidelity U.S. Multifactor ETF 2.8 15 30 7.0 +6.1
FLOW Global X U.S. Cash Flow Kings 100 ETF 2.8 25 20 11.8 +10.9
MOAT VanEck Morningstar Wide Moat ETF 2.8 46 -1 5.9 +4.9
FELV Fidelity Enhanced Large Cap Value ETF 2.8 18 27 6.9 +6.0
NULV Nuveen ESG Large-Cap Value ETF 2.8 26 19 6.4 +5.4
EZM WisdomTree U.S. MidCap Fund 2.8 38 7 9.4 +8.5
LCLG Logan Capital Broad Innovative Growth ETF 2.8 99 -54 4.2 +3.3
FCTE SMI 3Fourteen Full-Cycle Trend ETF 2.8 85 -40 8.3 +7.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.7 15 30 7.5 +6.6
QUVU Hartford Quality Value ETF 2.7 46 -1 7.3 +6.4
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.7 60 -15 10.1 +9.2
CSMD Congress SMid Growth ETF 2.7 69 -24 4.0 +3.1
EUSA iShares MSCI USA Equal Weighted ETF 2.7 9 36 6.2 +5.3
MODL VictoryShares WestEnd U.S. Sector ETF 2.7 42 3 4.7 +3.8
RFFC ALPS Active Equity Opportunity ETF 2.7 48 -3 4.7 +3.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.7 10 35 5.4 +4.5
DFAS Dimensional U.S. Small Cap ETF 2.7 26 19 6.8 +5.9
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.7 15 30 4.8 +3.9
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.7 35 10 7.1 +6.2
ISMD Inspire Small/Mid Cap ETF 2.6 54 -9 6.1 +5.2
RCGE RockCreek Global Equality ETF 2.6 95 -50 6.4 +5.5
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.6 52 -7 5.5 +4.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.6 58 -13 5.4 +4.5
ACWV iShares MSCI Global Min Vol Factor ETF 2.6 20 25 5.8 +4.9
CHGX AXS Change Finance ESG ETF 2.6 49 -4 4.9 +4.0
QTOP iShares Nasdaq Top 30 Stocks ETF 2.6 20 25 4.4 +3.5
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 2.6 15 30 6.4 +5.5
IJT iShares S&P Small-Cap 600 Growth ETF 2.6 18 27 5.7 +4.8
DUHP Dimensional US High Profitability ETF 2.5 21 24 6.4 +5.5
SIZE iShares MSCI USA Size Factor ETF 2.5 15 30 5.9 +5.0
FIW First Trust Water ETF 2.5 53 -8 4.8 +3.9
PHO Invesco Water Resources ETF 2.5 60 -15 4.6 +3.6
PIO Invesco Global Water ETF 2.5 75 -30 4.8 +3.9
IVEG iShares Emergent Food and AgTech Multisector ETF 2.5 47 -2 9.0 +8.0
AVSU Avantis Responsible U.S. Equity ETF 2.5 15 30 6.3 +5.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.5 15 30 5.8 +4.9
SUSA iShares MSCI USA ESG Select ETF 2.5 25 20 4.9 +4.0
SLYG SPDR S&P 600 Small Cap Growth ETF 2.5 15 30 5.7 +4.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.5 9 36 6.2 +5.3
LRNZ TrueShares Technology, AI & Deep Learning ETF 2.5 69 -24 -0.6 -1.5
MVAL VanEck Morningstar Wide Moat Value ETF 2.5 49 -4 6.6 +5.7
FBCV Fidelity Blue Chip Value ETF 2.5 59 -14 7.5 +6.6
RAFE PIMCO RAFI ESG U.S. ETF 2.4 29 16 7.5 +6.6
ONEV SPDR Russell 1000 Low Volatility Focus ETF 2.4 20 25 7.6 +6.7
ITAN Sparkline Intangible Value ETF 2.4 50 -5 6.5 +5.6
RJMG FT Raymond James Multicap Growth Equity ETF 2.4 85 -40 2.3 +1.3
WTV WisdomTree US Value Fund of Benef Interest 2.4 12 33 9.3 +8.4
FDL First Trust Morningstar Dividend Leaders Index Fund 2.4 45 0 9.5 +8.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.3 60 -15 7.3 +6.4
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.3 39 6 3.7 +2.8
RNMC First Trust Mid Cap US Equity Select ETF 2.3 60 -15 6.2 +5.3
XJR iShares ESG Screened S&P Small-Cap ETF 2.3 12 33 7.6 +6.7
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 2.3 55 -10 4.7 +3.8
FNX First Trust Mid Cap Core AlphaDEX Fund 2.3 60 -15 7.8 +6.9
LOWV AB US Low Volatility Equity ETF 2.3 48 -3 5.2 +4.3
VFMF Vanguard U.S. Multifactor ETF 2.3 18 27 8.3 +7.4
TAX Cambria Tax Aware ETF 2.3 49 -4 5.2 +4.3
IWR iShares Russell Midcap ETF 2.2 19 26 5.9 +5.0
EVUS iShares ESG Aware MSCI USA Value ETF 2.2 18 27 6.9 +6.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.2 18 27 7.8 +6.9
LSAF LeaderShares AlphaFactor US Core Equity ETF 2.2 75 -30 7.3 +6.4
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.2 24 21 8.2 +7.3
WOMN Impact Shares YWCA Women's Empowerment ETF 2.2 75 -30 5.3 +4.4
FEX First Trust Large Cap Core AlphaDEX Fund 2.2 59 -14 6.2 +5.3
SPDV AAM S&P 500 High Dividend Value ETF 2.1 29 16 10.9 +10.0
QDEF FlexShares Quality Dividend Defensive Index Fund 2.1 37 8 6.2 +5.3
ULVM VictoryShares US Value Momentum ETF 2.1 20 25 7.4 +6.5
VSLU Applied Finance Valuation Large Cap ETF 2.1 49 -4 5.8 +4.9
SMAP Amplify Small-Mid Cap Equity ETF 2.1 60 -15 5.5 +4.6
IJR iShares Core S&P Small Cap ETF 2.1 6 39 8.0 +7.1
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 2.1 35 10 7.9 +7.0
FDLO Fidelity Low Volatility Factor ETF 2.1 15 30 5.5 +4.6
GOP Unusual Whales Subversive Republican Trading ETF 2.1 50 -5 6.1 +5.2
EQAL Invesco Russell 1000 Equal Weight ETF 2.1 20 25 7.1 +6.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 2.1 38 7 7.9 +7.0
CALF Pacer US Small Cap Cash Cows 100 ETF 2.1 59 -14 11.5 +10.6
ESIX SPDR S&P SmallCap 600 ESG ETF 2.1 12 33 8.6 +7.7
CATH Global X S&P 500 Catholic Values Custom ETF 2.1 29 16 4.9 +4.0
FDLS Inspire Fidelis Multi Factor ETF 2.1 76 -31 5.1 +4.2
PTL Inspire 500 ETF 2.1 9 36 5.5 +4.6
FELG Fidelity Enhanced Large Cap Growth ETF 2.1 18 27 4.9 +4.0
FFSM Fidelity Fundamental Small-Mid Cap ETF 2.1 43 2 6.3 +5.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.1 14 31 5.1 +4.2
BIBL Inspire 100 ETF 2.1 35 10 5.3 +4.4
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 2.1 59 -14 6.3 +5.4
DLN WisdomTree U.S. LargeCap Dividend Fund 2.1 28 17 6.2 +5.2
FLDZ RiverNorth Patriot ETF 2.0 75 -30 5.8 +4.9
FDMO Fidelity Momentum Factor ETF 2.0 15 30 3.9 +3.0
PSIL AdvisorShares Psychedelics ETF 2.0 99 -54 0.0 -0.9
SPSM SPDR Portfolio S&P 600 Small Cap ETF 2.0 3 42 8.1 +7.2
GCOW Pacer Global Cash Cows Dividend ETF 2.0 60 -15 11.1 +10.2
IMCB iShares Morningstar Mid-Cap ETF 2.0 4 41 6.1 +5.2
PDP Invesco Dorsey Wright Momentum ETF 2.0 62 -17 3.7 +2.8
FELC Fidelity Enhanced Large Cap Core ETF 2.0 18 27 5.4 +4.5
GVUS Marketbeta Russell 1000 Value Equity ETF 2.0 12 33 6.7 +5.8
FDWM Fidelity Women's Leadership ETF 2.0 59 -14 5.2 +4.3
CFA VictoryShares US 500 Volatility Wtd ETF 2.0 35 10 5.9 +5.0
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.0 40 5 5.9 +4.9
MGV Vanguard Mega Cap Value ETF 2.0 7 38 6.8 +5.9
SPXT ProShares S&P 500 Ex-Technology ETF 2.0 9 36 5.7 +4.8
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.0 15 30 5.1 +4.2
VIOO Vanguard S&P Small-Cap 600 ETF 2.0 10 35 8.0 +7.1
RSP Invesco S&P 500 Equal Weight ETF 2.0 20 25 6.5 +5.6
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.0 60 -15 10.1 +9.2
FDHT Fidelity Digital Health ETF 2.0 39 6 0.9 -0.0
JQUA JPMorgan U.S. Quality Factor ETF 2.0 12 33 5.9 +5.0
JAVA JPMorgan Active Value ETF 1.9 44 1 6.6 +5.6
DFVX Dimensional US Large Cap Vector ETF 1.9 22 23 6.5 +5.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.9 7 38 5.2 +4.3
HAPS Harbor Human Capital Factor US Small Cap ETF 1.9 60 -15 4.3 +3.3
MAVF Matrix Advisors Value ETF 1.9 75 -30 6.2 +5.3
VAMO Cambria Value & Momentum ETF 1.9 61 -16 6.7 +5.8
VALQ American Century U.S. Quality Value ETF 1.9 29 16 7.7 +6.8
DSI iShares MSCI KLD 400 Social ETF 1.9 25 20 5.1 +4.2
JHML John Hancock Multifactor Large Cap ETF 1.9 29 16 5.5 +4.6
TMFG Motley Fool Global Opportunities ETF 1.9 85 -40 3.8 +2.9
IJJ iShares S&P Mid-Cap 400 Value ETF 1.9 18 27 9.2 +8.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.9 79 -34 5.1 +4.2
QUS SPDR MSCI USA StrategicFactors ETF 1.9 15 30 5.8 +4.9
AFLG First Trust Active Factor Large Cap ETF 1.9 55 -10 6.2 +5.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.9 25 20 6.0 +5.1
WCEO Hypatia Women CEO ETF 1.9 85 -40 4.8 +3.9
MDYV SPDR S&P 400 Mid Cap Value ETF 1.9 15 30 9.2 +8.3
FLQL Franklin LibertyQ U.S. Equity ETF 1.9 15 30 5.6 +4.7
DTD WisdomTree U.S. Total Dividend Fund 1.9 28 17 6.5 +5.6
USXF iShares ESG Advanced MSCI USA ETF 1.8 10 35 4.8 +3.9
RUNN Running Oak Efficient Growth ETF 1.8 58 -13 4.8 +3.9
ESGV Vanguard ESG U.S. Stock ETF 1.8 9 36 4.9 +4.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.8 15 30 9.2 +8.3
DGRO iShares Core Dividend Growth ETF 1.8 8 37 6.6 +5.7
FSST Fidelity Sustainable U.S. Equity ETF 1.8 59 -14 4.6 +3.7
MBOX Freedom Day Dividend ETF 1.8 39 6 7.6 +6.7
REVS Columbia Research Enhanced Value ETF 1.8 19 26 7.9 +7.0
HAPY Harbor Human Capital Factor Unconstrained ETF 1.8 50 -5 5.7 +4.8
SFY SoFi Select 500 ETF 1.8 0 45 4.6 +3.7
SMMD iShares Russell 2500 ETF 1.8 15 30 6.6 +5.7
VUSE Vident U.S. Equity Strategy ETF 1.8 50 -5 4.5 +3.6
PKW Invesco Buyback Achievers ETF 1.8 62 -17 7.6 +6.7
AVLV Avantis U.S. Large Cap Value ETF 1.8 15 30 8.0 +7.1
IWS iShares Russell Mid-Cap Value ETF 1.8 23 22 6.9 +6.0
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.8 15 30 9.4 +8.5
XMAG Defiance Large Cap ex-Mag 7 ETF 1.8 35 10 5.3 +4.4
VTV Vanguard Value ETF 1.8 4 41 7.1 +6.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.7 15 30 8.1 +7.2
USMF WisdomTree U.S. Multifactor Fund 1.7 28 17 6.7 +5.8
EMOT First Trust S&P 500 Economic Moat ETF 1.7 60 -15 6.9 +6.0
DEW WisdomTree Global High Dividend Fund 1.7 58 -13 8.8 +7.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.7 10 35 5.1 +4.2
USRD Themes US R&D Champions ETF 1.7 29 16 5.0 +4.1
JVAL JPMorgan U.S. Value Factor ETF 1.7 12 33 8.6 +7.7
AVUS Avantis U.S. Equity ETF 1.7 15 30 6.1 +5.1
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.7 19 26 5.3 +4.4
IWD iShares Russell 1000 Value ETF 1.7 19 26 6.6 +5.7
VONV Vanguard Russell 1000 Value ETF 1.7 8 37 6.7 +5.8
EQWL Invesco S&P 100 Equal Weight ETF 1.7 25 20 6.2 +5.3
FQAL Fidelity Quality Factor ETF 1.7 15 30 5.7 +4.8
ANEW ProShares MSCI Transformational Changes ETF 1.7 45 0 6.2 +5.3
ONEY SPDR Russell 1000 Yield Focus ETF 1.7 20 25 9.8 +8.9
ESGU iShares ESG Aware MSCI USA ETF 1.7 15 30 5.0 +4.1
KOMP SPDR S&P Kensho New Economies Composite ETF 1.7 20 25 3.5 +2.6
IWX iShares Russell Top 200 Value ETF 1.7 20 25 6.4 +5.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.7 11 34 5.1 +4.2
SPHB Invesco S&P 500 High Beta ETF 1.7 25 20 4.9 +4.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.7 9 36 5.0 +4.0
GLRY Inspire Faithward Mid Cap Momentum ETF 1.6 80 -35 6.3 +5.4
QVAL Alpha Architect US Quantitative Value ETF 1.6 39 6 10.0 +9.1
VNSE Natixis Vaughan Nelson Select ETF 1.6 80 -35 5.1 +4.2
SRHQ SRH U.S. Quality ETF 1.6 35 10 7.5 +6.6
FTGS First Trust Growth Strength ETF 1.6 60 -15 5.0 +4.1
EES WisdomTree U.S. SmallCap Fund 1.6 38 7 9.3 +8.4
TMFC Motley Fool 100 Index ETF 1.6 50 -5 3.7 +2.7
SPXN ProShares S&P 500 Ex-Financials ETF 1.6 9 36 5.2 +4.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.6 65 -20 3.2 +2.3
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.6 29 16 6.1 +5.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.6 3 42 5.1 +4.2
CAML Congress Large Cap Growth ETF 1.6 66 -21 3.2 +2.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.6 8 37 5.2 +4.3
JEPI JPMorgan Equity Premium Income ETF 1.6 35 10 5.7 +4.7
VTI Vanguard Total Stock Market ETF 1.6 3 42 5.1 +4.2
DGRW WisdomTree US Quality Dividend Growth Fund 1.6 28 17 5.7 +4.8
IWV iShares Russell 3000 ETF 1.6 20 25 5.0 +4.1
DEUS Xtrackers Russell US Multifactor ETF 1.6 17 28 7.0 +6.1
VTHR Vanguard Russell 3000 ETF 1.6 10 35 5.1 +4.2
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.6 35 10 4.3 +3.4
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.6 10 35 4.5 +3.6
JGRO JPMorgan Active Growth ETF 1.6 44 1 3.6 +2.7
FTA First Trust Large Cap Value AlphaDEX Fund 1.6 59 -14 9.3 +8.4
SMOT VanEck Morningstar SMID Moat ETF 1.6 49 -4 6.9 +6.0
NUMV Nuveen ESG Mid-Cap Value ETF 1.6 31 14 7.1 +6.1
GINX SGI Enhanced Global Income ETF 1.6 98 -53 7.4 +6.4
ILCV iShares Morningstar Value ETF 1.6 4 41 6.8 +5.9
FUNL CornerCap Fundametrics Large-Cap ETF 1.6 50 -5 7.5 +6.6
VO Vanguard Mid-Cap ETF 1.6 4 41 5.9 +5.0
ISCV iShares Morningstar Small Cap Value ETF 1.6 6 39 9.7 +8.8
HDV iShares Core High Dividend ETF 1.5 8 37 7.0 +6.1
IUSV iShares Core S&P US Value ETF 1.5 4 41 6.7 +5.8
FLV American Century Focused Large Cap Value ETF 1.5 42 3 6.8 +5.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.5 75 -30 4.2 +3.3
FFOG Franklin Focused Growth ETF 1.5 61 -16 2.5 +1.6
SCHB Schwab U.S. Broad Market ETF 1.5 3 42 5.2 +4.3
CGUS Capital Group Core Equity ETF 1.5 33 12 4.6 +3.7
EPS WisdomTree U.S. LargeCap Fund 1.5 8 37 6.0 +5.1
DFAC Dimensional U.S. Core Equity 2 ETF 1.5 17 28 5.8 +4.9
VOOV Vanguard S&P 500 Value ETF 1.5 10 35 6.5 +5.6
IVE iShares S&P 500 Value ETF 1.5 18 27 6.4 +5.5
DSMC Distillate Small/Mid Cash Flow ETF 1.5 55 -10 13.5 +12.6
SPYV SPDR Portfolio S&P 500 Value ETF 1.5 4 41 6.5 +5.6
OPTZ Optimize Strategy Index ETF 1.5 50 -5 5.1 +4.2
STXV Strive 1000 Value ETF 1.5 18 27 8.3 +7.4
GSPY Gotham Enhanced 500 ETF 1.5 50 -5 5.5 +4.6
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.5 30 15 8.9 +8.0
DFSU Dimensional US Sustainability Core 1 ETF 1.5 18 27 5.6 +4.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.5 12 33 4.6 +3.7
QLC FlexShares US Quality Large Cap Index Fund 1.5 25 20 5.7 +4.8
CVAR Cultivar ETF 1.5 87 -42 7.2 +6.3
BEEX BeeHive ETF 1.5 84 -39 4.7 +3.8
FNDA Schwab Fundamental US Small Co. Index ETF 1.5 25 20 8.2 +7.3
SNPE Xtrackers S&P 500 ESG ETF 1.5 10 35 5.3 +4.4
GQQQ Astoria US Quality Growth Kings ETF 1.5 35 10 4.9 +4.0
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.5 49 -4 9.7 +8.8
LRGF iShares U.S. Equity Factor ETF 1.5 8 37 5.7 +4.8
XSHQ Invesco S&P SmallCap Quality ETF 1.5 29 16 8.3 +7.4
BKLC BNY Mellon US Large Cap Core Equity ETF 1.5 0 45 5.1 +4.2
VBR Vanguard Small Cap Value ETF 1.5 7 38 9.4 +8.5
VOTE TCW Transform 500 ETF 1.5 5 40 5.1 +4.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.5 2 43 5.2 +4.2
DFAU Dimensional US Core Equity Market ETF 1.4 12 33 5.3 +4.4
SUSL iShares ESG MSCI USA Leaders ETF 1.4 10 35 5.1 +4.2
SCHG Schwab U.S. Large-Cap Growth ETF 1.4 4 41 4.1 +3.2
RECS Columbia Research Enhanced Core ETF 1.4 15 30 6.1 +5.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.4 20 25 5.3 +4.4
JGLO JPMorgan Global Select Equity ETF 1.4 33 12 5.1 +4.2
SPXE ProShares S&P 500 Ex-Energy ETF 1.4 9 36 5.0 +4.1
DFUS Dimensional U.S. Equity ETF 1.4 9 36 5.1 +4.2
SCHK Schwab 1000 Index ETF 1.4 5 40 5.3 +4.3
ECML Euclidean Fundamental Value ETF 1.4 95 -50 13.1 +12.2
FPX First Trust US Equity Opportunities ETF 1.4 61 -16 1.1 +0.2
DCOR Dimensional US Core Equity 1 ETF 1.4 14 31 5.6 +4.7
IYY iShares Dow Jones U.S. ETF 1.4 20 25 5.0 +4.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.4 7 38 5.1 +4.2
DSPY Tema S&P 500 Historical Weight ETF 1.4 18 27 5.3 +4.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.4 9 36 5.4 +4.5
OALC OneAscent Large Cap Core ETF 1.4 86 -41 4.3 +3.4
ZECP Zacks Earnings Consistent Portfolio ETF 1.4 55 -10 5.0 +4.1
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.4 80 -35 7.0 +6.0
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.4 49 -4 12.3 +11.4
SCHV Schwab U.S. Large-Cap Value ETF 1.3 4 41 6.9 +6.0
VYM Vanguard High Dividend Yield Index ETF 1.3 6 39 7.4 +6.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.3 10 35 4.5 +3.6
QWLD SPDR MSCI World StrategicFactors ETF 1.3 30 15 6.2 +5.2
IWB iShares Russell 1000 ETF 1.3 15 30 5.1 +4.2
VFVA Vanguard U.S. Value Factor ETF 1.3 13 32 11.5 +10.6
VFMV Vanguard U.S. Minimum Volatility ETF 1.3 13 32 5.7 +4.7
VONE Vanguard Russell 1000 ETF 1.3 8 37 5.2 +4.2
SCHX Schwab U.S. Large-Cap ETF 1.3 3 42 5.2 +4.3
CCMG CCM Global Equity ETF 1.3 34 11 8.8 +7.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.3 19 26 6.5 +5.6
QDF FlexShares Quality Dividend Index Fund 1.3 37 8 6.5 +5.6
NULC Nuveen ESG Large-Cap ETF 1.3 21 24 4.9 +4.0
PBUS Invesco MSCI USA ETF 1.3 4 41 5.1 +4.2
ILCB iShares Morningstar U.S. Equity ETF 1.3 3 42 5.1 +4.2
PWV Invesco Large Cap Value ETF 1.3 55 -10 7.5 +6.6
HDUS Hartford Disciplined US Equity ETF 1.3 19 26 5.9 +5.0
STXG Strive 1000 Growth ETF 1.3 18 27 4.0 +3.1
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.3 3 42 5.4 +4.5
XPH SPDR S&P Pharmaceuticals ETF 1.3 35 10 5.6 +4.7
XVV iShares ESG Screened S&P 500 ETF 1.3 8 37 5.1 +4.1
PRF Invesco FTSE RAFI US 1000 ETF 1.3 39 6 7.1 +6.2
TPSC Timothy Plan US Small Cap Core ETF 1.3 52 -7 7.1 +6.2
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.2 35 10 9.8 +8.9
DGT SPDR Global Dow ETF 1.2 50 -5 7.5 +6.5
HART IQ Healthy Hearts ETF 1.2 45 0 6.6 +5.7
FNDB Schwab Fundamental US Broad Market Index ETF 1.2 25 20 7.4 +6.5
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.2 12 33 4.7 +3.8
STRV Strive 500 ETF 1.2 5 40 5.0 +4.1
FNDX Schwab Fundamental US Large Co. Index ETF 1.2 25 20 7.4 +6.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.2 25 20 6.0 +5.1
TOV JLens 500 Jewish Advocacy U.S. ETF 1.2 18 27 4.9 +4.0
ACVF American Conservative Values ETF 1.2 75 -30 4.5 +3.5
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 1.2 39 6 3.8 +2.9
ONEO SPDR Russell 1000 Momentum Focus ETF 1.2 20 25 7.1 +6.1
IHE iShares U.S. Pharmaceuticals ETF 1.2 40 5 9.3 +8.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.2 29 16 8.9 +8.0
KOKU Xtrackers MSCI Kokusai Equity ETF 1.2 9 36 5.4 +4.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.2 39 6 6.1 +5.2
VV Vanguard Large-Cap ETF 1.2 4 41 5.1 +4.2
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.2 20 25 4.9 +4.0
INCE Franklin Income Equity Focus ETF 1.1 29 16 5.7 +4.8
VOO Vanguard S&P 500 ETF 1.1 3 42 5.2 +4.3
IVV iShares Core S&P 500 ETF 1.1 3 42 5.2 +4.3
SPY SPDR S&P 500 ETF Trust 1.1 9 36 5.1 +4.2
SPLG SPDR Portfolio S&P 500 ETF 1.1 2 43 5.2 +4.3
EGUS iShares ESG Aware MSCI USA Growth ETF 1.1 18 27 4.2 +3.3
FDRR Fidelity Dividend ETF for Rising Rates 1.1 15 30 7.6 +6.7
JMOM JPMorgan U.S. Momentum Factor ETF 1.1 12 33 4.6 +3.7
KLMN Invesco MSCI North America Climate ETF 1.1 9 36 5.2 +4.3
VLU SPDR S&P 1500 Value Tilt ETF 1.1 12 33 7.8 +6.9
SHE SPDR MSCI USA Gender Diversity ETF 1.1 20 25 5.1 +4.2
RVRB Reverb ETF 1.1 30 15 4.8 +3.9
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 1.1 5 40 8.1 +7.2
APUE ActivePassive U.S. Equity ETF 1.1 45 0 4.9 +4.0
MGC Vanguard Mega Cap ETF 1.1 7 38 4.9 +4.0
INRO iShares U.S. Industry Rotation Active ETF 1.1 42 3 4.9 +4.0
IWL iShares Russell Top 200 ETF 1.1 15 30 4.9 +4.0
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.1 15 30 4.4 +3.4
IUS Invesco RAFI Strategic US ETF 1.1 19 26 6.9 +6.0
DFLV Dimensional US Large Cap Value ETF 1.1 22 23 8.2 +7.3
ILCG iShares Morningstar Growth ETF 1.1 4 41 3.9 +3.0
FVAL Fidelity Value Factor ETF 1.1 15 30 7.2 +6.3
QGRO American Century U.S. Quality Growth ETF 1.0 29 16 3.5 +2.6
IWF iShares Russell 1000 Growth ETF 1.0 19 26 4.5 +3.6
VONG Vanguard Russell 1000 Growth ETF 1.0 8 37 4.6 +3.7
IUSG iShares Core S&P U.S. Growth ETF 1.0 4 41 4.4 +3.5
IMCV iShares Morningstar Mid-Cap Value ETF 1.0 6 39 8.4 +7.5
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.0 35 10 8.1 +7.2
ABLS Abacus FCF Small Cap Leaders ETF 1.0 59 -14 6.2 +5.3
CGDG Capital Group Dividend Growers ETF 1.0 47 -2 6.3 +5.4
HLAL Wahed FTSE USA Shariah ETF 1.0 50 -5 5.0 +4.1
ROBO ROBO Global Robotics & Automation Index ETF 1.0 95 -50 3.8 +2.9
IJS iShares S&P Small-Cap 600 Value ETF 1.0 18 27 10.5 +9.6
TOK iShares MSCI Kokusai ETF 1.0 26 19 5.3 +4.4
JPEF JPMorgan Equity Focus ETF 1.0 50 -5 4.5 +3.6
SLYV SPDR S&P 600 Small Cap Value ETF 0.9 15 30 10.5 +9.6
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.9 15 30 10.5 +9.6
VT Vanguard Total World Stock ETF 0.9 7 38 6.2 +5.3
DFUV Dimensional US Marketwide Value ETF 0.9 22 23 8.0 +7.0
BLES Inspire Global Hope ETF 0.9 61 -16 6.9 +6.0
FBCG Fidelity Blue Chip Growth ETF 0.9 59 -14 3.1 +2.2
FDVV Fidelity High Dividend ETF 0.9 15 30 8.1 +7.2
URTH iShares MSCI World ETF 0.9 24 21 5.4 +4.5
LGRO Level Four Large Cap Growth Active ETF 0.9 55 -10 3.9 +3.0
AZTD Aztlan Global Stock Selection DM SMID ETF 0.9 75 -30 8.0 +7.1
AMID Argent Mid Cap ETF Argent Mid Cap ETF 0.9 52 -7 6.0 +5.1
GLOF iShares Global Equity Factor ETF 0.9 20 25 6.9 +6.0
STXD Strive 1000 Dividend Growth ETF 0.9 35 10 5.0 +4.1
DIVB iShares Core Dividend ETF 0.9 5 40 7.9 +6.9
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.9 38 7 6.2 +5.3
SQLV Royce Quant Small-Cap Quality Value ETF 0.9 60 -15 10.0 +9.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.9 9 36 6.1 +5.2
LCF Touchstone US Large Cap Focused ETF 0.9 69 -24 4.5 +3.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.9 25 20 5.3 +4.4
DIVG Invesco S&P 500 High Dividend Growers ETF 0.9 39 6 8.6 +7.6
XSMO Invesco S&P SmallCap Momentum ETF 0.9 39 6 5.8 +4.9
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.9 45 0 4.7 +3.8
RWK Invesco S&P MidCap 400 Revenue ETF 0.9 39 6 9.8 +8.9
FAB First Trust Multi Cap Value AlphaDEX Fund 0.9 67 -22 10.5 +9.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 25 5.9 +5.0
FVD First Trust Value Line Dividend Index Fund 0.8 65 -20 6.2 +5.3
ACWI iShares MSCI ACWI ETF 0.8 32 13 5.8 +4.9
QGRW WisdomTree U.S. Quality Growth Fund 0.8 28 17 4.3 +3.4
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 16 4.8 +3.9
PSET Principal Quality ETF 0.8 15 30 5.4 +4.5
IWY iShares Russell Top 200 Growth ETF 0.8 20 25 4.7 +3.8
YOKE Yoke Core ETF 0.8 42 3 4.4 +3.5
FFLC Fidelity Fundamental Large Cap Core ETF 0.8 38 7 4.8 +3.9
JSTC Adasina Social Justice All Cap Global ETF 0.8 89 -44 4.5 +3.6
DVY iShares Select Dividend ETF 0.8 38 7 9.4 +8.5
VUG Vanguard Growth ETF 0.8 4 41 4.1 +3.2
RGEF Rockefeller Global Equity ETF 0.8 55 -10 5.1 +4.2
IVW iShares S&P 500 Growth ETF 0.8 18 27 4.2 +3.2
VOOG Vanguard S&P 500 Growth ETF 0.8 10 35 4.2 +3.3
SPYG SPDR Portfolio S&P 500 Growth ETF 0.8 4 41 4.3 +3.4
OEF iShares S&P 100 ETF 0.8 20 25 4.8 +3.9
AVUV Avantis U.S. Small Cap Value ETF 0.8 25 20 10.5 +9.6
NULG Nuveen ESG Large-Cap Growth ETF 0.8 26 19 3.4 +2.5
KLMT Invesco MSCI Global Climate 500 ETF 0.8 10 35 6.0 +5.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.8 12 33 5.3 +4.4
VIG Vanguard Dividend Appreciation ETF 0.7 6 39 5.7 +4.8
EBI Longview Advantage ETF 0.7 35 10 6.9 +5.9
BKWO BNY Mellon Women's Opportunities ETF 0.7 50 -5 3.8 +2.9
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.7 32 13 5.1 +4.2
RFDA RiverFront Dynamic US Dividend Advantage ETF 0.7 52 -7 7.0 +6.1
MAGA Point Bridge America First ETF 0.7 72 -27 6.0 +5.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.6 29 16 4.4 +3.5
TINY ProShares Nanotechnology ETF 0.6 58 -13 5.4 +4.5
NIXT Research Affiliates Deletions ETF 0.6 9 36 5.8 +4.9
PFM Invesco Dividend Achievers ETF 0.6 53 -8 5.4 +4.5
RWL Invesco S&P 500 Revenue ETF 0.6 39 6 6.9 +6.0
MTUM iShares MSCI USA Momentum Factor ETF 0.6 15 30 3.6 +2.7
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.6 35 10 10.7 +9.8
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.6 12 33 7.5 +6.6
QUAL iShares MSCI USA Quality Factor ETF 0.6 15 30 5.3 +4.4
ESGG FlexShares STOXX Global ESG Select Index Fund 0.6 42 3 5.6 +4.7
APIE ActivePassive International Equity ETF 0.6 45 0 7.6 +6.7
ADME Aptus Drawdown Managed Equity ETF 0.5 79 -34 4.2 +3.3
MGK Vanguard Mega Cap Growth ETF 0.5 7 38 4.2 +3.3
PPH VanEck Pharmaceutical ETF 0.5 36 9 10.4 +9.5
HAPI Harbor Human Capital Factor US Large Cap ETF 0.5 36 9 5.0 +4.1
AUSF Global X Adaptive U.S. Factor ETF 0.5 27 18 9.3 +8.4
DFAT Dimensional U.S. Targeted Value ETF 0.5 28 17 10.0 +9.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.5 48 -3 6.0 +5.1
THRO iShares U.S. Thematic Rotation Active ETF 0.5 90 -45 4.1 +3.2
KURE KraneShares MSCI All China Health Care Index ETF 0.5 65 -20 3.3 +2.4
SURE AdvisorShares Insiders Advantage ETF 0.5 90 -45 9.9 +9.0
FITE SPDR S&P Kensho Future Security ETF 0.5 45 0 2.3 +1.4
NACP Impact Shares NAACP Minority Empowerment ETF 0.5 49 -4 5.0 +4.1
BOUT Innovator IBD Breakout Opportunities ETF 0.5 81 -36 3.1 +2.2
QVML Invesco S&P 500 QVM Multi-factor ETF 0.5 11 34 5.3 +4.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.5 65 -20 3.4 +2.5
BUZZ VanEck Social Sentiment ETF 0.4 75 -30 -0.3 -1.2
RPV Invesco S&P 500 Pure Value ETF 0.4 35 10 10.8 +9.9
VIDI Vident International Equity Strategy ETF 0.4 61 -16 11.3 +10.4
COPY Tweedy, Browne Insider + Value ETF 0.4 80 -35 12.6 +11.7
VOE Vanguard Mid-Cap Value ETF 0.4 7 38 7.8 +6.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.4 39 6 10.0 +9.0
CGIE Capital Group International Equity ETF 0.4 54 -9 5.0 +4.1
VEGN US Vegan Climate ETF 0.4 60 -15 4.6 +3.7
NANC Unusual Whales Subversive Democratic Trading ETF 0.4 75 -30 3.9 +3.0
TMFS Motley Fool Small-Cap Growth ETF 0.4 85 -40 3.4 +2.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.4 35 10 6.1 +5.2
SPVU Invesco S&P 500 Enhanced Value ETF 0.3 13 32 10.2 +9.3
IYJ iShares U.S. Industrials ETF 0.3 40 5 4.5 +3.6
LQPE PEO AlphaQuest Thematic PE ETF 0.3 125 -80 6.6 +5.7
GWX SPDR S&P International Small Cap ETF 0.3 40 5 6.7 +5.8
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.3 70 -25 4.9 +4.0
IQSI IQ Candriam International Equity ETF 0.3 15 30 6.7 +5.8
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.3 32 13 18.4 +17.5
DFSV Dimensional US Small Cap Value ETF 0.3 31 14 10.8 +9.9
FNK First Trust Mid Cap Value AlphaDEX Fund 0.3 70 -25 11.7 +10.7
PGJ Invesco Golden Dragon China ETF 0.3 70 -25 14.2 +13.3
ISRA VanEck Israel ETF 0.3 59 -14 7.4 +6.5
ROSC Hartford Multifactor Small Cap ETF 0.3 34 11 10.1 +9.2
ITEQ BlueStar Israel Technology ETF 0.3 75 -30 2.0 +1.1
DON WisdomTree U.S. MidCap Dividend Fund 0.3 38 7 8.9 +8.0
GSID Goldman Sachs MarketBeta International Equity ETF 0.3 20 25 7.2 +6.2
PRAY FIS Christian Stock Fund 0.3 69 -24 5.4 +4.5
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.3 15 30 8.5 +7.5
FENI Fidelity Enhanced International ETF 0.2 28 17 6.9 +6.0
TXS Texas Capital Texas Equity Index ETF 0.2 49 -4 5.8 +4.9
XHE SPDR S&P Health Care Equipment ETF 0.2 35 10 2.9 +2.0
DTAN Sparkline International Intangible Value ETF 0.2 55 -10 8.4 +7.5
IHI iShares U.S. Medical Devices ETF 0.2 40 5 3.7 +2.8
SNPG Xtrackers S&P 500 Growth ESG ETF 0.2 15 30 4.6 +3.7
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.2 25 20 6.4 +5.5
VLUE iShares MSCI USA Value Factor ETF 0.2 15 30 10.2 +9.3
ISCF iShares International SmallCap Equity Factor ETF 0.2 23 22 8.7 +7.8
BINV Brandes International ETF 0.2 70 -25 9.9 +8.9
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.2 18 27 8.0 +7.1
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.2 45 0 3.0 +2.1
XDAT Franklin Exponential Data ETF 0.2 50 -5 2.0 +1.1
IETC iShares U.S. Tech Independence Focused ETF 0.2 18 27 3.9 +3.0
IHF iShares U.S. Healthcare Providers ETF 0.2 40 5 7.9 +7.0
XHS SPDR S&P Health Care Services ETF 0.2 35 10 3.5 +2.6
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.2 49 -4 7.4 +6.5
SIXS ETC 6 Meridian Small Cap Equity ETF 0.1 89 -44 10.4 +9.5
SMCF Themes US Small Cap Cash Flow Champions ETF 0.1 29 16 13.2 +12.3
AVDE Avantis International Equity ETF 0.1 23 22 7.9 +7.0
AVSD Avantis Responsible International Equity ETF 0.1 23 22 5.9 +4.9
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 21 6.6 +5.7
MCHI iShares MSCI China ETF 0.1 59 -14 18.3 +17.3
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 3 42 7.4 +6.5
GXC SPDR S&P China ETF 0.1 59 -14 17.0 +16.1
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.1 30 15 10.1 +9.2
ACTV LeaderShares Activist Leaders ETF 0.1 75 -30 5.5 +4.6
CSD Invesco S&P Spin-Off ETF 0.1 65 -20 6.7 +5.8
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.1 35 10 11.4 +10.5
BKF iShares MSCI BIC ETF 0.1 69 -24 13.4 +12.5
DFAI Dimensional International Core Equity Market ETF 0.1 18 27 7.5 +6.5
BKIE BNY Mellon International Equity ETF 0.1 4 41 7.3 +6.4
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 6 6.9 +6.0
SVAL iShares US Small Cap Value Factor ETF 0.0 20 25 11.2 +10.3
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.0 41 4 9.4 +8.5
IZRL ARK Israel Innovative Technology ETF 0.0 49 -4 1.2 +0.2
GMF SPDR S&P Emerging Asia Pacific ETF 0.0 49 -4 9.9 +9.0
AVEM Avantis Emerging Markets Equity ETF 0.0 33 12 9.4 +8.5
EEMA iShares MSCI Emerging Markets Asia ETF 0.0 49 -4 10.6 +9.7
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.0 70 -25 9.7 +8.8
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 0 9.2 +8.3
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 -21 10.3 +9.4
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.0 30 15 10.7 +9.8
FNDC Schwab Fundamental International Small Co. Index ETF 0.0 39 6 6.2 +5.3
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.0 32 13 9.5 +8.6
EEM iShares MSCI Emerging Markets ETF 0.0 69 -24 10.6 +9.7
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 36 10.8 +9.9
FDM First Trust Dow Jones Select MicroCap Index Fund 0.0 60 -15 8.2 +7.3
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 38 10.8 +9.9
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 10 10.0 +9.1
DFIC Dimensional International Core Equity 2 ETF 0.0 23 22 7.8 +6.9
CBSE Clough Select Equity ETF 0.0 85 -40 1.4 +0.5
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 38 7 9.9 +9.0
DEEP Roundhill Acquirers Deep Value ETF 0.0 80 -35 18.6 +17.6
CWI SPDR MSCI ACWI ex-US ETF 0.0 30 15 8.0 +7.1
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.0 41 4 7.7 +6.8
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 15 8.4 +7.5
ACWX iShares MSCI ACWI ex U.S. ETF 0.0 34 11 8.0 +7.1
IXUS iShares Core MSCI Total International Stock ETF 0.0 7 38 8.2 +7.3
DFIV Dimensional International Value ETF 0.0 27 18 10.2 +9.3
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.0 45 0 6.7 +5.8

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:		 iShares Biotechnology 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 5.1 %
Divided by: Fwd. P/BV 3.7 x
Less: Expense ratio 45 bp
Equals: ALTAR Score 0.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.48 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.