Invesco Nasdaq Biotechnology ETF
ALTAR
Score™		 1.1% info Recommen-
dation		 AVOID
2023E    2024E
P/E
ratio		 109.4x P/Sales
ratio		 5.6x
P/BV
ratio		 3.9x Div.
yield		 1.1%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
IBBQ tracks a modified market-cap-weighted index of US biotechnology and pharmaceutical companies listed on the NASDAQ.

FUND BASICS
Category US Equities
Fund Sponsor Invesco
Website www.invesco.com
Inception date Jun 11, 2021
Assets (mns) $19
Currency USD
Expense ratio 19 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 261
Wgt avg mkt cap (mns) $40,256
Large cap (>$10bn) 63.6%
Mid cap ($2-10bn) 16.7%
Small cap (<$2bn) 12.6%
Developed mkts 99.7%
Emerging mkts 0.3%

TOP TEN HOLDINGS
REGENERON PHARMACEUTICALS 8.5 %
AMGEN INC 8.3 %
GILEAD SCIENCES INC 8.0 %
VERTEX PHARMACEUTICALS INC 7.8 %
MODERNA, INC. 5.6 %
ASTRAZENECA PLC-SPONS ADR 3.9 %
BIOGEN IDEC INC 3.8 %
SEATTLE GENETICS INC 3.6 %
ILLUMINA INC 3.3 %
HORIZON PHARMA PLC 2.4 %
Total 55.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 82.4 %
BRITAIN 5.5 %
IRELAND 4.0 %
FRANCE 1.5 %
GERMANY 1.3 %
NETHERLANDS 1.2 %
CHINA 1.2 %
DENMARK 0.7 %
CANADA 0.6 %
SWITZERLAND 0.3 %

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.
-2.9% 2.9% -- -- -12.5%

Market Correlations
versus... Beta R-squared
S&P500 0.58 45%
MSCI EAFE 0.56 38%
MSCI Emg. Mkts. 0.37 17%

Technical Indicators
Recent close $20.27
30d moving avg. $20.41
Annualized volatility 18.9%
Short interest (ETF) 0.0%
Relative strength (RSI) 41

Liquidity measures
Avg. volume (thou.) 9
Turnover 0.9%
Bid/Ask (% of price) 0.16%
ADV underlying (mns) $7,001

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 691 potential alternatives to the Invesco Nasdaq Biotechnology ETF ETF based on the alternatives' overlap in portfolio holdings with IBBQ. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IBBQ Expense: 19 bp ALTAR Score™: 1.1%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IBBQ
Ticker Fund
Name		 Overlap1
vs IBBQ
(%)		 Expense
ratio
(bp)		 Savings
vs IBBQ
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IBBQ
(%)
IBB iShares NASDAQ Biotechnology ETF 80.6 44 -25 0.6 -0.5
BBH VanEck Biotech ETF 57.2 35 -16 5.3 +4.1
FBT First Trust NYSE Arca Biotechnology Index Fund 39.6 55 -36 1.5 +0.3
FTXH First Trust Nasdaq Pharmaceuticals ETF 36.2 60 -41 11.5 +10.4
PBE Invesco Dynamic Biotechnology & Genome ETF 35.0 59 -40 2.9 +1.7
BBP BioShares Biotechnology Products Fund 31.4 79 -60 -3.2 -4.4
XBI SPDR S&P BIOTECH ETF 30.7 35 -16 0.0 -1.1
WDNA WisdomTree BioRevolution Fund 28.2 45 -26 -4.2 -5.3
BTEC Principal Healthcare Innovators Index ETF 25.2 42 -23 -3.7 -4.9
BMED BlackRock Future Health ETF 24.3 85 -66 2.1 +1.0
PJP Invesco Dynamic Pharmaceuticals ETF 24.0 58 -39 10.4 +9.3
HELX Franklin Genomic Advancements ETF 22.3 50 -31 2.3 +1.2
AGNG Global X Aging Population ETF 21.9 50 -31 4.4 +3.3
MSGR Direxion mRNA ETF 20.9 65 -46 -2.4 -3.5
GDOC Goldman Sachs Future Health Care Equity ETF 20.7 75 -56 1.8 +0.6
SANE Subversive Mental Health ETF 20.2 75 -56 6.3 +5.2
GNOM Global X Genomics & Biotechnology ETF 18.9 50 -31 -5.3 -6.5
FXH First Trust Health Care AlphaDEX Fund 18.5 61 -42 7.3 +6.2
BAD B.A.D. ETF 18.1 75 -56 3.2 +2.1
RAYD Rayliant Quantitative Developed Market Equity ETF 17.7 80 -61 9.5 +8.4
CNCR Loncar Cancer Immunotherapy ETF 16.5 79 -60 -3.7 -4.9
FHLC Fidelity MSCI Health Care Index ETF 15.8 8 11 7.2 +6.0
VHT Vanguard Health Care Index Fund 15.6 10 9 7.3 +6.1
QQQJ Invesco NASDAQ Next Gen 100 ETF 15.4 15 4 4.5 +3.3
BUL Pacer US Cash Cows Growth ETF 15.2 60 -41 12.0 +10.9
MRND IQ U.S. Mid Cap R&D Leaders ETF 14.4 16 3 0.2 -1.0
IYH iShares U.S. Healthcare ETF 14.3 39 -20 8.1 +6.9
GERM ETFMG Treatments Testing and Advancements ETF 14.3 68 -49 -13.6 -14.7
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 14.2 60 -41 5.3 +4.1
IDNA iShares Genomics Immunology & Healthcare ETF 14.2 47 -28 -8.3 -9.4
RYH Invesco S&P 500 Equal Weight Health Care ETF 13.8 40 -21 8.7 +7.6
VIRS Pacer BioThreat Strategy ETF 13.1 70 -51 7.5 +6.4
HTEC ROBO Global Healthcare Technology & Innovation ETF 12.5 68 -49 0.0 -1.1
SYNB Putnam BioRevolution ETF 12.5 70 -51 3.8 +2.7
QQQN VictoryShares Nasdaq Next 50 ETF 11.9 18 1 6.8 +5.7
WGRO WisdomTree U.S. Growth & Momentum Fund 11.8 55 -36 7.7 +6.6
XLV Health Care Select Sector SPDR Fund 11.3 10 9 9.3 +8.1
BBC Virtus LifeSci Biotech Clinical Trials ETF 11.3 79 -60 0.0 -1.1
SXQG 6 Meridian Quality Growth ETF 11.3 100 -81 5.6 +4.5
PINK Simplify Health Care ETF 11.1 50 -31 5.3 +4.2
FPX First Trust US IPO Index Fund 10.6 57 -38 3.2 +2.0
SBIO ALPS Medical Breakthroughs ETF 10.6 50 -31 -1.9 -3.1
VFMO Vanguard U.S. Momentum Factor ETF 9.9 13 6 4.4 +3.3
PSYK PSYK ETF 9.4 75 -56 -173.5 -174.7
IBRN iShares Neuroscience and Healthcare ETF 9.3 47 -28 -3.4 -4.6
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 9.2 20 -1 5.5 +4.4
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 9.1 35 -16 5.6 +4.5
FDG American Century Focused Dynamic Growth ETF 9.1 45 -26 3.4 +2.3
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 9.1 57 -38 5.4 +4.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 9.1 49 -30 8.1 +6.9
IWO iShares Russell 2000 Growth ETF 9.1 23 -4 3.1 +2.0
VTWG Vanguard Russell 2000 Growth Index Fund 9.1 15 4 3.2 +2.0
ARKG ARK Genomic Revolution ETF 8.8 75 -56 -11.7 -12.9
RPG Invesco S&P 500 Pure Growth ETF 8.6 35 -16 9.5 +8.3
PTH Invesco DWA Healthcare Momentum ETF 8.5 60 -41 -3.7 -4.8
MTUM iShares MSCI USA Momentum Factor ETF 8.5 15 4 8.2 +7.0
LYFE 2nd Vote Life Neutral Plus ETF 8.5 75 -56 7.7 +6.6
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 8.4 69 -50 8.0 +6.9
TECB iShares US Tech Breakthrough Multisector ETF 8.3 40 -21 5.4 +4.3
SAGP Strategas Global Policy Opportunities ETF 8.1 65 -46 7.7 +6.6
CGGR Capital Group Growth ETF 8.1 39 -20 5.0 +3.8
IXJ iShares Global Healthcare ETF 8.1 40 -21 8.2 +7.1
XDNA Strategic CRISPR & Gene Editing Technology ETF 7.9 78 -59 -3.3 -4.5
ZIG The Acquirers Fund 7.8 89 -70 16.5 +15.4
SPMO Invesco S&P 500 Momentum ETF 7.6 13 6 7.8 +6.6
ISCG iShares Morningstar Small-Cap Growth ETF 7.6 6 13 2.3 +1.1
IWM iShares Russell 2000 ETF 7.5 19 0 4.9 +3.7
FCPI Fidelity Stocks for Inflation ETF 7.5 29 -10 10.3 +9.1
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 7.4 9 10 5.1 +4.0
VTWO Vanguard Russell 2000 Index Fund 7.4 10 9 4.9 +3.8
PPH VanEck Pharmaceutical ETF 7.4 35 -16 12.9 +11.8
IHE iShares U.S. Pharmaceuticals ETF 7.4 39 -20 8.8 +7.7
KONG Formidable Fortress ETF 7.3 89 -70 6.3 +5.2
VBK Vanguard Small-Cap Growth Index Fund 7.2 7 12 1.8 +0.7
GURU Global X Guru Index ETF 7.1 75 -56 5.0 +3.9
SPGP Invesco S&P 500 GARP ETF 7.1 36 -17 10.5 +9.3
XPH SPDR S&P Pharmaceuticals ETF 7.0 35 -16 3.1 +2.0
IWC iShares Micro-Cap ETF 7.0 60 -41 -4.6 -5.7
SDG iShares Sustainable MSCI Global Impact ETF 7.0 49 -30 7.2 +6.0
EQUL IQ Engender Equality ETF 6.9 45 -26 7.8 +6.6
BOSS Global X Founder-Run Companies ETF 6.8 45 -26 3.6 +2.5
FBCV Fidelity Blue Chip Value ETF 6.5 59 -40 7.8 +6.7
PKW Invesco Buyback Achievers ETF 6.5 64 -45 10.3 +9.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 6.5 65 -46 5.9 +4.7
NZRO Strategy Shares Halt Climate Change ETF 6.4 95 -76 2.0 +0.9
ESMV iShares ESG MSCI USA Min Vol Factor ETF 6.4 18 1 6.6 +5.5
AUSF Global X Adaptive U.S. Factor ETF 6.3 27 -8 8.0 +6.9
CACG ClearBridge All Cap Growth ETF 6.2 53 -34 4.4 +3.3
PWV Invesco Dynamic Large Cap Value ETF 6.1 58 -39 9.3 +8.1
ENTR Entrepreneur 30 Fund 6.1 49 -30 2.6 +1.4
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 6.0 75 -56 8.0 +6.9
VXF Vanguard Extended Market Index Fund 6.0 6 13 4.5 +3.4
USMV iShares Edge MSCI Min Vol USA ETF 5.9 15 4 6.8 +5.7
QLV FlexShares US Quality Low Volatility Index Fund 5.9 22 -3 6.7 +5.6
XT iShares Exponential Technologies ETF 5.9 46 -27 3.8 +2.6
IWN iShares Russell 2000 Value ETF 5.8 23 -4 6.7 +5.6
DWEQ AdvisorShares Dorsey Wright Alpha Equal Weight ETF 5.8 96 -77 5.5 +4.3
FTGS First Trust Growth Strength ETF 5.8 60 -41 8.1 +7.0
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 5.8 21 -2 4.7 +3.6
VTWV Vanguard Russell 2000 Value Index Fund 5.7 15 4 6.7 +5.5
HKND Humankind US Stock ETF 5.7 11 8 8.4 +7.3
LRND IQ U.S. Large Cap R&D Leaders ETF 5.6 14 5 6.8 +5.7
AIEQ AI Powered Equity ETF 5.6 75 -56 -6.1 -7.2
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 5.6 50 -31 3.7 +2.5
DURA VanEck Morningstar Durable Dividend ETF 5.5 29 -10 9.2 +8.1
ISCB iShares Morningstar Small-Cap ETF 5.5 4 15 5.6 +4.5
QQQS Invesco NASDAQ Future Gen 200 ETF 5.5 20 -1 -8.3 -9.4
SIXA 6 Meridian Mega Cap Equity ETF 5.5 82 -63 8.6 +7.4
FTCS First Trust Capital Strength ETF 5.4 55 -36 7.6 +6.5
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 5.3 17 2 5.9 +4.8
DEIF Sterling Capital Diverse Multi-Manager Active ETF 5.3 65 -46 7.7 +6.6
AVSC Avantis U.S Small Cap Equity ETF 5.3 25 -6 5.6 +4.4
QMOM Alpha Architect U.S. Quantitative Momentum ETF 5.3 49 -30 7.3 +6.1
TMFX Motley Fool Next Index ETF 5.2 50 -31 4.0 +2.9
NUSC Nuveen ESG Small-Cap ETF 5.2 30 -11 5.9 +4.8
PBSM Invesco PureBeta MSCI USA Small Cap ETF 5.1 6 13 5.9 +4.8
ACWV iShares MSCI Global Min Vol Factor ETF 5.1 20 -1 8.3 +7.2
SCHA Schwab U.S. Small-Cap ETF 5.1 4 15 6.0 +4.9
STXK Strive Small-Cap ETF 5.1 18 1 6.4 +5.3
QQMG Invesco ESG NASDAQ 100 ETF 5.0 20 -1 6.3 +5.2
DJD Invesco Dow Jones Industrial Average Dividend ETF 5.0 7 12 10.5 +9.3
DIVD Altrius Global Dividend ETF 4.9 49 -30 12.1 +11.0
FLRG Fidelity U.S. Multifactor ETF 4.9 29 -10 8.5 +7.3
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 4.9 20 -1 6.5 +5.4
DIA SPDR Dow Jones Industrial Average ETF Trust 4.9 16 3 7.2 +6.0
COWZ Pacer US Cash Cows 100 ETF 4.9 49 -30 13.1 +12.0
HDV iShares Core High Dividend ETF 4.8 8 11 10.3 +9.1
QQQM Invesco NASDAQ 100 ETF 4.8 15 4 6.2 +5.1
QQQ Invesco QQQ Trust 4.8 20 -1 5.9 +4.7
YALL God Bless America ETF 4.8 65 -46 4.3 +3.2
HLGE Hartford Longevity Economy ETF 4.7 44 -25 8.6 +7.4
VFQY Vanguard U.S. Quality Factor ETF 4.7 13 6 9.1 +8.0
FQAL Fidelity Quality Factor ETF 4.6 29 -10 7.8 +6.7
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 4.6 30 -11 10.9 +9.8
MEME Roundhill MEME ETF 4.6 69 -50 -4.1 -5.2
VFMV Vanguard U.S. Minimum Volatility ETF 4.6 13 6 6.9 +5.8
DWAS Invesco DWA SmallCap Momentum ETF 4.5 60 -41 2.2 +1.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 4.5 50 -31 6.4 +5.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 4.4 70 -51 4.0 +2.9
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 4.4 65 -46 -0.5 -1.7
PSC Principal U.S. Small Cap Index ETF 4.4 38 -19 9.8 +8.7
AVLV Avantis U.S. Large Cap Value ETF 4.3 15 4 9.4 +8.3
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 4.3 20 -1 8.8 +7.6
EGIS 2nd Vote Society Defended ETF 4.3 75 -56 7.5 +6.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.3 20 -1 8.0 +6.9
FLQL Franklin LibertyQ U.S. Equity ETF 4.3 15 4 8.4 +7.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 4.3 15 4 15.1 +14.0
SMDY Syntax Stratified MidCap ETF 4.3 35 -16 8.5 +7.3
IJK iShares S&P Mid-Cap 400 Growth ETF 4.2 17 2 7.6 +6.4
OAIE Optimize AI Smart Sentiment Event-Driven ETF 4.2 100 -81 4.8 +3.7
MDYG SPDR S&P 400 Mid Cap Growth ETF 4.2 15 4 7.6 +6.5
VB Vanguard Small-Cap ETF 4.2 5 14 6.4 +5.3
SNPG Xtrackers S&P 500 Growth ESG ETF 4.2 15 4 7.1 +5.9
CLRG IQ Chaikin U.S. Large Cap ETF 4.2 25 -6 6.9 +5.8
FSMD Fidelity Small-Mid Factor ETF 4.2 29 -10 8.6 +7.5
ROUS Hartford Multifactor US Equity ETF 4.2 19 0 8.7 +7.6
KOMP SPDR Kensho New Economies Composite ETF 4.1 20 -1 -1.3 -2.4
AHOY Newday Ocean Health ETF 4.1 75 -56 6.7 +5.5
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 4.1 29 -10 10.6 +9.4
JAVA JPMorgan Active Value ETF 4.1 44 -25 7.2 +6.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 4.1 63 -44 5.3 +4.2
SCHD Schwab U.S. Dividend Equity ETF 4.1 6 13 9.7 +8.5
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 4.1 95 -76 2.7 +1.5
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 4.0 25 -6 11.0 +9.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 4.0 20 -1 8.5 +7.4
ROCI ROC ETF 4.0 49 -30 5.5 +4.4
JSTC Adasina Social Justice All Cap Global ETF 4.0 89 -70 6.7 +5.6
TTAC TrimTabs US Free Cash Flow Quality ETF 4.0 59 -40 8.2 +7.0
VFMF Vanguard U.S. Multifactor ETF 4.0 18 1 10.8 +9.7
DSTL Distillate US Fundamental Stability & Value ETF 4.0 39 -20 8.6 +7.5
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.9 35 -16 9.7 +8.5
RUFF Alpha Dog ETF 3.9 90 -71 6.3 +5.2
BKSE BNY Mellon US Small Cap Core Equity ETF 3.8 4 15 6.5 +5.4
EDOC Global X Telemedicine & Digital Health ETF 3.8 68 -49 -6.0 -7.1
SIXL 6 Meridian Low Beta Equity Strategy ETF 3.8 82 -63 6.7 +5.6
AFSM First Trust Active Factor Small Cap ETF 3.8 75 -56 10.1 +8.9
VOT Vanguard Mid-Cap Growth Index Fund 3.8 7 12 5.5 +4.4
EQOP Natixis U.S. Equity Opportunities ETF 3.7 85 -66 6.5 +5.4
INNO Harbor Disruptive Innovation ETF 3.7 75 -56 -3.6 -4.8
TINY ProShares Nanotechnology ETF 3.7 58 -39 1.8 +0.6
IWP iShares Russell Mid-Cap Growth ETF 3.7 23 -4 5.6 +4.5
GVLU Gotham 1000 Value ETF 3.7 50 -31 12.1 +11.0
ITAN Sparkline Intangible Value ETF 3.7 50 -31 7.8 +6.6
MOAT VanEck Morningstar Wide Moat ETF 3.7 47 -28 6.2 +5.0
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 3.7 15 4 14.3 +13.2
USMF WisdomTree U.S. Multifactor Fund 3.7 28 -9 9.4 +8.2
AADR AdvisorShares Dorsey Wright ADR ETF 3.6 110 -91 8.7 +7.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.6 7 12 6.2 +5.0
FTC First Trust Large Cap Growth AlphaDEX Fund 3.6 59 -40 6.7 +5.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 3.6 15 4 9.2 +8.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.6 29 -10 8.8 +7.7
IVLC Invesco US Large Cap Core ESG ETF 3.5 48 -29 6.6 +5.5
DFAS Dimensional U.S. Small Cap ETF 3.5 28 -9 7.5 +6.4
PSET Principal Price Setters Index ETF 3.5 15 4 7.4 +6.3
QDIV Global X S&P 500 Quality Dividend ETF 3.5 20 -1 9.7 +8.6
VNSE Natixis Vaughan Nelson Select ETF 3.5 80 -61 4.5 +3.4
IMCG iShares Morningstar Mid-Cap Growth ETF 3.5 6 13 5.5 +4.3
SCHM Schwab U.S. Mid-Cap ETF 3.5 4 15 7.0 +5.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 3.4 10 9 7.0 +5.8
EDOW First Trust Dow 30 Equal Weight ETF 3.4 50 -31 7.5 +6.4
CGDV Capital Group Dividend Value ETF 3.4 33 -14 6.9 +5.8
USXF iShares ESG Advanced MSCI USA ETF 3.4 10 9 6.4 +5.2
NULV Nuveen ESG Large-Cap Value ETF 3.4 25 -6 8.6 +7.5
DUHP Dimensional US High Profitability ETF 3.3 22 -3 9.0 +7.8
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 3.3 35 -16 10.1 +9.0
NUDV Nuveen ESG Dividend ETF 3.3 25 -6 8.2 +7.1
ISMD Inspire Small/Mid Cap Impact ETF 3.3 48 -29 6.8 +5.7
JQUA JPMorgan U.S. Quality Factor ETF 3.3 12 7 7.3 +6.2
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 3.3 35 -16 10.1 +9.0
VALQ American Century STOXX U.S. Quality Value ETF 3.2 29 -10 11.0 +9.9
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 3.2 17 2 6.9 +5.7
RNDV US Equity Dividend Select ETF 3.2 50 -31 10.0 +8.8
QGRO American Century STOXX U.S. Quality Growth ETF 3.2 29 -10 7.2 +6.0
SDOG ALPS Sector Dividend Dogs ETF 3.1 40 -21 11.4 +10.3
AVUS Avantis U.S. Equity ETF 3.1 15 4 7.8 +6.7
JHSC John Hancock Multifactor Small Cap ETF 3.1 42 -23 7.4 +6.2
RYJ Invesco Raymond James SB-1 Equity ETF 3.1 81 -62 5.9 +4.8
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 3.1 20 -1 7.2 +6.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.1 52 -33 6.6 +5.5
TPLC Timothy Plan US Large Cap Core ETF 3.1 52 -33 7.2 +6.0
SPDV AAM S&P 500 High Dividend Value ETF 3.1 29 -10 12.2 +11.1
JOET Virtus Terranova US Quality Momentum ETF 3.0 29 -10 7.2 +6.0
VSLU Applied Finance Valuation Large Cap ETF 3.0 49 -30 8.0 +6.9
EUSA iShares MSCI USA Equal Weighted ETF 3.0 9 10 7.3 +6.1
SFYX Sofi Next 500 ETF 3.0 0 19 7.3 +6.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.0 9 10 7.1 +6.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 3.0 39 -20 5.8 +4.7
QDF FlexShares Quality Dividend Index Fund 3.0 37 -18 8.7 +7.6
IMCB iShares Morningstar Mid-Cap ETF 3.0 4 15 7.4 +6.3
KVLE KFA Value Liner Dynamic Core Equity Index ETF 3.0 55 -36 7.3 +6.2
FYC First Trust Small Cap Growth AlphaDEX Fund 2.9 70 -51 3.9 +2.8
QDEF FlexShares Quality Dividend Defensive Index Fund 2.9 37 -18 7.7 +6.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.9 4 15 7.4 +6.2
QUS SPDR MSCI USA StrategicFactors ETF 2.9 15 4 7.2 +6.1
CGGO Capital Group Global Growth Equity ETF 2.9 47 -28 4.9 +3.8
SIZE iShares MSCI USA Size Factor ETF 2.9 15 4 7.2 +6.1
FSMO Fidelity Small-Mid Cap Opportunities ETF 2.9 64 -45 8.2 +7.1
FDMO Fidelity Momentum Factor ETF 2.9 29 -10 6.7 +5.5
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 2.8 25 -6 6.9 +5.7
SPLV Invesco S&P 500 Low Volatility ETF 2.8 25 -6 6.8 +5.7
FNX First Trust Mid Cap Core AlphaDEX Fund 2.8 59 -40 9.6 +8.5
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.8 12 7 7.3 +6.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 2.8 19 0 7.9 +6.7
WOMN Impact Shares YWCA Women's Empowerment ETF 2.8 75 -56 6.4 +5.3
WRND IQ Global Equity R&D Leaders ETF 2.8 18 1 8.5 +7.3
FDL First Trust Morningstar Dividend Leaders Index Fund 2.8 45 -26 10.8 +9.6
IUSG iShares Core S&P US Growth ETF 2.8 4 15 7.0 +5.9
ISCV iShares Morningstar Small Cap Value ETF 2.8 6 13 9.0 +7.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.8 24 -5 9.6 +8.5
FUNL CornerCap Fundametrics Large-Cap ETF 2.8 50 -31 9.0 +7.8
AFMC First Trust Active Factor Mid Cap ETF 2.7 65 -46 10.3 +9.2
MOTE VanEck Morningstar ESG Moat ETF 2.7 49 -30 6.7 +5.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.7 9 10 7.4 +6.3
SFY SoFi Select 500 ETF 2.7 0 19 6.9 +5.8
IVW iShares S&P 500 Growth ETF 2.7 18 1 6.9 +5.8
XJH iShares ESG Screened S&P Mid-Cap ETF 2.7 12 7 8.5 +7.4
VOOG Vanguard S&P 500 Growth ETF 2.7 10 9 7.0 +5.8
SPYG SPDR Portfolio S&P 500 Growth ETF 2.7 4 15 7.0 +5.9
PSCH Invesco S&P SmallCap Health Care ETF 2.7 29 -10 3.0 +1.9
FDWM Fidelity Women's Leadership ETF 2.7 59 -40 6.4 +5.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.7 18 1 9.1 +8.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.7 24 -5 9.3 +8.1
WLDR Affinity World Leaders Equity ETF 2.6 67 -48 10.6 +9.5
AILV Alpha Intelligent - Large Cap Value ETF 2.6 85 -66 7.4 +6.2
XOUT GraniteShares XOUT U.S. Large Cap ETF 2.6 60 -41 6.2 +5.1
HAPY Harbor Corporate Culture Leaders ETF 2.6 36 -17 4.9 +3.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.6 29 -10 8.9 +7.7
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 2.6 15 4 9.4 +8.3
TMFC Motley Fool 100 Index ETF 2.6 50 -31 5.4 +4.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.6 15 4 9.0 +7.8
ESGV Vanguard ESG U.S. Stock ETF 2.6 9 10 6.5 +5.4
IVSG Invesco Select Growth ETF 2.6 48 -29 5.1 +4.0
JHMM John Hancock Multifactor Mid Cap ETF 2.6 41 -22 8.3 +7.2
IPO Renaissance IPO ETF 2.5 60 -41 -49.6 -50.8
IWR iShares Russell Midcap ETF 2.5 18 1 6.9 +5.7
VUSE Vident Core US Equity Fund 2.5 50 -31 9.2 +8.1
UVDV UVA Dividend Value ETF 2.5 80 -61 7.8 +6.7
GSPY Gotham Enhanced 500 ETF 2.5 50 -31 7.1 +6.0
VLUE iShares MSCI USA Value Factor ETF 2.5 15 4 12.4 +11.3
RESP WisdomTree US ESG Fund of Benef Interest 2.5 28 -9 7.9 +6.8
SPHQ Invesco S&P 500 Quality ETF 2.5 15 4 7.0 +5.8
XJR iShares ESG Screened S&P Small-Cap ETF 2.5 12 7 8.0 +6.9
KRMA Global X Conscious Companies ETF 2.5 43 -24 6.9 +5.8
MDY SPDR S&P Midcap 400 ETF Trust 2.5 22 -3 8.5 +7.4
SMOT VanEck Morningstar SMID Moat ETF 2.5 49 -30 9.4 +8.3
IMCV iShares Morningstar Mid-Cap Value ETF 2.5 6 13 9.5 +8.4
VIOO Vanguard S&P Small-Cap 600 ETF 2.5 10 9 17.0 +15.9
SPSM SPDR Portfolio S&P 600 Small Cap ETF 2.5 5 14 8.6 +7.4
SLY SPDR S&P 600 Small Cap ETF 2.5 15 4 8.5 +7.3
IJR iShares Core S&P Small Cap ETF 2.5 6 13 8.6 +7.4
ILCV iShares Morningstar Value ETF 2.5 4 15 8.4 +7.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.4 60 -41 10.5 +9.3
SCHG Schwab U.S. Large-Cap Growth ETF 2.4 40 -21 5.2 +4.0
IVOO Vanguard S&P Mid-Cap 400 ETF 2.4 10 9 17.4 +16.3
STLV iShares Factors US Value Style ETF 2.4 25 -6 10.7 +9.5
IJH iShares Core S&P Mid-Cap ETF 2.4 5 14 8.7 +7.6
FVD First Trust Value Line Dividend Index Fund 2.4 67 -48 6.9 +5.7
SPMD SPDR Portfolio Mid Cap ETF 2.4 5 14 8.7 +7.6
ONEY SPDR Russell 1000 Yield Focus ETF 2.4 20 -1 11.0 +9.9
EVUS iShares ESG Aware MSCI USA Value ETF 2.4 18 1 8.4 +7.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.4 15 4 14.8 +13.6
SLYG SPDR S&P 600 Small Cap Growth ETF 2.4 15 4 7.5 +6.3
IJT iShares S&P Small-Cap 600 Growth ETF 2.4 18 1 7.4 +6.3
AFLG First Trust Active Factor Large Cap ETF 2.4 55 -36 8.2 +7.1
CSML IQ Chaikin U.S. Small Cap ETF 2.4 35 -16 6.9 +5.8
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 2.4 75 -56 6.7 +5.5
ERSX ERShares NextGen Entrepreneurs ETF 2.4 75 -56 6.8 +5.7
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 2.4 30 -11 9.3 +8.1
SUSL iShares ESG MSCI USA Leaders ETF 2.4 10 9 6.8 +5.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.4 10 9 6.8 +5.7
KOCG FIS Knights of Columbus Global Belief ETF 2.4 75 -56 8.0 +6.9
VDNI V-Shares US Leadership Diversity ETF 2.4 29 -10 6.8 +5.7
IWX iShares Russell Top 200 Value ETF 2.4 20 -1 8.0 +6.8
FEX First Trust Large Cap Core AlphaDEX Fund 2.4 59 -40 8.3 +7.2
JEPI JPMorgan Equity Premium Income ETF 2.4 35 -16 6.4 +5.3
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.3 15 4 7.6 +6.4
DHS WisdomTree U.S. High Dividend Fund 2.3 38 -19 10.3 +9.2
XMMO Invesco S&P MidCap Momentum ETF 2.3 33 -14 8.7 +7.5
SPMV Invesco S&P 500 Minimum Variance ETF 2.3 10 9 6.6 +5.5
GDIV Harbor Dividend Growth Leaders ETF 2.3 50 -31 8.2 +7.0
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.3 15 4 6.4 +5.3
BIBL Inspire ETF 2.3 35 -16 6.3 +5.1
HEET Hartford Schroders ESG US Equity ETF 2.3 39 -20 7.6 +6.5
SPXT ProShares S&P 500 Ex-Technology ETF 2.3 27 -8 7.1 +6.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.3 3 16 6.5 +5.4
PY Principal Shareholder Yield Index ETF 2.3 15 4 8.5 +7.4
ZECP Zacks Earnings Consistent Portfolio ETF 2.3 55 -36 6.7 +5.6
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 2.3 15 4 8.2 +7.0
VTI Vanguard Total Stock Market Index Fund 2.3 3 16 6.5 +5.4
IWV iShares Russell 3000 ETF 2.3 20 -1 6.4 +5.3
NUMG Nuveen ESG Mid-Cap Growth ETF 2.3 30 -11 5.4 +4.3
JVAL JPMorgan U.S. Value Factor ETF 2.3 12 7 10.2 +9.1
VTHR Vanguard Russell 3000 Index Fund 2.3 10 9 6.5 +5.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.2 49 -30 6.3 +5.1
QWLD SPDR MSCI World StrategicFactors ETF 2.2 30 -11 7.6 +6.4
VO Vanguard Mid-Cap Index Fund 2.2 4 15 7.3 +6.1
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 2.2 25 -6 7.4 +6.3
EQAL Invesco Russell 1000 Equal Weight ETF 2.2 20 -1 7.2 +6.1
SCHB Schwab U.S. Broad Market ETF 2.2 3 16 6.6 +5.5
QLC FlexShares US Quality Large Cap Index Fund 2.2 25 -6 7.6 +6.5
CFA VictoryShares US 500 Volatility Weighted Index ETF 2.2 35 -16 7.7 +6.6
DFAC Dimensional U.S. Core Equity 2 ETF 2.2 19 0 7.5 +6.4
DFAU Dimensional US Core Equity Market ETF 2.2 12 7 6.9 +5.8
ANEW ProShares MSCI Transformational Changes ETF 2.2 45 -26 6.0 +4.9
SNPE Xtrackers S&P 500 ESG ETF 2.2 10 9 6.9 +5.8
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 2.2 35 -16 7.7 +6.5
NULC Nuveen ESG Large-Cap ETF 2.2 20 -1 6.4 +5.3
IWD iShares Russell 1000 Value ETF 2.2 18 1 8.0 +6.9
VONV Vanguard Russell 1000 Value Index Fund 2.2 8 11 8.1 +7.0
DSI iShares MSCI KLD 400 Social ETF 2.2 25 -6 6.7 +5.6
SSPY Syntax Stratified LargeCap ETF 2.2 30 -11 7.7 +6.6
GVIP Goldman Sachs Hedge Industry VIP ETF 2.2 45 -26 5.6 +4.4
STXG Strive 1000 Growth ETF 2.2 18 1 5.8 +4.6
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 2.2 39 -20 6.8 +5.7
ALTL Pacer Lunt Large Cap Alternator ETF 2.2 60 -41 4.8 +3.7
SPHB Invesco S&P 500 High Beta ETF 2.2 25 -6 5.2 +4.0
SUSA iShares MSCI USA ESG Select ETF 2.2 25 -6 6.5 +5.4
DEW WisdomTree Global High Dividend Fund 2.2 58 -39 11.0 +9.8
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.2 65 -46 2.4 +1.2
REVS Columbia Research Enhanced Value ETF 2.1 19 0 9.6 +8.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.1 75 -56 7.7 +6.6
DGRO iShares Core Dividend Growth ETF 2.1 8 11 8.0 +6.8
SHE SPDR SSGA Gender Diversity Index ETF 2.1 20 -1 6.9 +5.8
MOTG VanEck Morningstar Global Wide Moat ETF 2.1 52 -33 7.1 +6.0
EPS WisdomTree U.S. Earnings 500 Fund 2.1 8 11 8.3 +7.2
FLDZ RiverNorth Volition America Patriot ETF 2.1 70 -51 7.3 +6.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.1 10 9 6.3 +5.2
VTV Vanguard Value Index Fund 2.0 4 15 8.6 +7.4
SCHK Schwab 1000 Index ETF 2.0 5 14 6.7 +5.6
IYY iShares Dow Jones U.S. ETF 2.0 20 -1 6.5 +5.4
GBUY Goldman Sachs Future Consumer Equity ETF 2.0 75 -56 3.2 +2.1
JHML John Hancock Multifactor Large Cap ETF 2.0 29 -10 7.1 +6.0
EQWL Invesco Russell Top 200 Equal Weight ETF 2.0 25 -6 7.7 +6.6
EWMC Invesco S&P MidCap 400 Equal Weight ETF 2.0 40 -21 8.5 +7.4
SSLY Syntax Stratified SmallCap ETF 2.0 35 -16 7.7 +6.6
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 2.0 17 2 8.7 +7.6
RAFE PIMCO RAFI ESG U.S. ETF 2.0 29 -10 8.9 +7.7
VBR Vanguard Small Cap Value Index Fund 2.0 7 12 9.6 +8.4
MGV Vanguard Mega Cap Value ETF 2.0 7 12 8.4 +7.2
DIVB iShares Core Dividend 2.0 5 14 9.5 +8.4
HVAL ALPS Hillman Active Value ETF 2.0 55 -36 8.2 +7.0
TIME Clockwise Capital Innovation ETF 2.0 95 -76 3.4 +2.3
ONEO SPDR Russell 1000 Momentum Focus ETF 2.0 20 -1 9.3 +8.2
SCHX Schwab U.S. Large-Cap ETF 2.0 3 16 6.7 +5.6
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.0 15 4 8.8 +7.7
ILCB iShares Morningstar U.S. Equity ETF 2.0 3 16 6.8 +5.6
DFUS Dimensional U.S. Equity ETF 2.0 11 8 6.7 +5.6
ESGU iShares MSCI USA ESG Optimized ETF 2.0 15 4 6.7 +5.5
IWB iShares Russell 1000 ETF 2.0 15 4 6.6 +5.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.9 11 8 6.7 +5.5
VONE Vanguard Russell 1000 ETF 1.9 8 11 6.7 +5.5
IUS Invesco Strategic US ETF 1.9 19 0 8.1 +7.0
BFOR Barron's 400 ETF 1.9 65 -46 10.7 +9.5
PBUS Invesco PureBeta MSCI USA ETF 1.9 4 15 6.8 +5.7
SPXN ProShares S&P 500 Ex-Financials ETF 1.9 27 -8 6.5 +5.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.9 7 12 6.7 +5.5
RECS Columbia Research Enhanced Core ETF 1.9 15 4 7.8 +6.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.9 2 17 6.7 +5.6
SQLV Legg Mason Small-Cap Quality Value 1.9 61 -42 12.4 +11.3
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 1.9 15 4 6.6 +5.5
VOTE Engine No. 1 Transform 500 ETF 1.9 5 14 6.5 +5.3
STRV Strive 500 ETF 1.9 5 14 6.6 +5.5
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.9 75 -56 11.2 +10.0
RSP Invesco S&P 500 Equal Weight ETF 1.9 20 -1 7.4 +6.3
VV Vanguard Large-Cap Index Fund 1.9 4 15 6.7 +5.6
ACVF American Conservative Values ETF 1.9 75 -56 5.9 +4.8
FYX First Trust Small Cap Core AlphaDEX Fund 1.9 61 -42 9.3 +8.2
MBOX Freedom Day Dividend ETF 1.9 39 -20 9.1 +7.9
UPWD JPMorgan Social Advancement ETF 1.9 49 -30 6.7 +5.6
IWS iShares Russell Mid-Cap Value ETF 1.9 23 -4 7.9 +6.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.9 20 -1 6.6 +5.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.8 39 -20 9.4 +8.3
IQSU IQ Candriam ESG US Equity ETF 1.8 9 10 6.3 +5.2
VLU SPDR S&P 1500 Value Tilt ETF 1.8 12 7 8.8 +7.7
XVV iShares ESG Screened S&P 500 ETF 1.8 8 11 6.7 +5.6
FDLO Fidelity Low Volatility Factor ETF 1.8 29 -10 6.5 +5.3
MGC Vanguard Mega Cap Index Fund 1.8 7 12 6.5 +5.4
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.8 10 9 6.3 +5.1
VYM Vanguard High Dividend Yield Index ETF 1.8 6 13 8.8 +7.6
BRNY Burney U.S. Factor Rotation ETF 1.8 79 -60 9.3 +8.2
QVML Invesco S&P 500 QVM Multi-factor ETF 1.8 11 8 7.1 +6.0
RFFC RiverFront Dynamic US Flex-Cap ETF 1.8 52 -33 7.1 +6.0
VUG Vanguard Growth Index Fund 1.8 4 15 5.5 +4.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.8 25 -6 7.8 +6.7
DFUV Dimensional US Marketwide Value ETF 1.8 23 -4 9.5 +8.4
IWL iShares Russell Top 200 ETF 1.7 15 4 6.5 +5.4
DLN WisdomTree U.S. LargeCap Dividend Fund 1.7 28 -9 7.9 +6.8
IWF iShares Russell 1000 Growth ETF 1.7 18 1 6.1 +5.0
VONG Vanguard Russell 1000 Growth Index Fund 1.7 8 11 6.3 +5.1
SPXE ProShares S&P 500 Ex-Energy ETF 1.7 27 -8 6.5 +5.4
RVRB Reverb ETF 1.7 30 -11 6.7 +5.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.7 14 5 6.6 +5.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.7 70 -51 6.3 +5.2
SPTM SPDR Portfolio Total Stock Market ETF 1.7 3 16 7.0 +5.9
BKLC BNY Mellon US Large Cap Core Equity ETF 1.7 0 19 6.6 +5.5
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.7 12 7 7.8 +6.7
STXV Strive 1000 Value ETF 1.7 18 1 9.3 +8.2
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.7 20 -1 6.6 +5.5
MGK Vanguard Mega Cap Growth ETF 1.7 7 12 5.6 +4.4
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.7 35 -16 9.5 +8.4
OUSA ALPS O'Shares U.S. Quality Dividend ETF 1.6 48 -29 7.8 +6.6
SPY SPDR S&P 500 ETF Trust 1.6 9 10 6.8 +5.7
IVV iShares Core S&P 500 ETF 1.6 3 16 6.9 +5.7
VOO VANGUARD S&P 500 ETF 1.6 3 16 6.9 +5.7
SPLG SPDR Portfolio S&P 500 ETF 1.6 3 16 6.9 +5.7
QDYN FlexShares Quality Dividend Dynamic Index Fund 1.6 37 -18 9.4 +8.3
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.6 30 -11 9.5 +8.3
FNDX Schwab Fundamental U.S. Large Co. Index ETF 1.6 25 -6 8.3 +7.1
FNDB Schwab Fundamental U.S. Broad Market Index ETF 1.6 25 -6 8.2 +7.1
MOON Direxion Moonshot Innovators ETF 1.6 65 -46 -28.9 -30.1
SMLE Xtrackers S&P SmallCap 600 ESG ETF 1.6 15 4 8.7 +7.6
ESIX SPDR S&P SmallCap 600 ESG ETF 1.6 12 7 8.8 +7.7
DTD WisdomTree U.S.Total Dividend Fund 1.6 28 -9 8.3 +7.1
ROBO Robo Global Robotics & Automation Index ETF 1.6 95 -76 3.4 +2.3
JFWD Jacob Forward ETF 1.6 75 -56 -13.9 -15.0
SCHV Schwab U.S. Large-Cap Value ETF 1.6 4 15 8.1 +7.0
FMIL Fidelity New Millennium ETF 1.5 59 -40 6.9 +5.8
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 1.5 19 0 8.7 +7.6
ROSC Hartford Multifactor Small Cap ETF 1.5 34 -15 12.8 +11.6
EGUS iShares ESG Aware MSCI USA Growth ETF 1.5 15 4 5.5 +4.4
FDVV Fidelity Core Dividend ETF 1.5 29 -10 12.1 +11.0
ILCG iShares Morningstar Growth ETF 1.5 4 15 5.5 +4.4
CZA Invesco Zacks Mid-Cap ETF 1.5 69 -50 7.8 +6.7
PID Invesco International Dividend Achievers ETF 1.5 56 -37 8.3 +7.2
GCOW Pacer Global High Dividend ETF 1.5 60 -41 16.1 +14.9
FTA First Trust Large Cap Value AlphaDEX Fund 1.5 59 -40 10.2 +9.0
PRF Invesco FTSE RAFI US 1000 ETF 1.5 39 -20 8.3 +7.1
HLAL Wahed FTSE USA Shariah ETF 1.5 50 -31 6.4 +5.3
VFVA Vanguard U.S. Value Factor ETF 1.5 13 6 13.0 +11.8
CHNA Loncar China BioPharma ETF 1.5 79 -60 -5.7 -6.9
JMOM JPMorgan U.S. Momentum Factor ETF 1.5 12 7 7.5 +6.3
EES WisdomTree SmallCap Earnings Fund 1.4 38 -19 13.3 +12.2
ETHO Etho Climate Leadership U.S. ETF 1.4 47 -28 5.3 +4.2
TOK iShares MSCI Kokusai ETF 1.4 25 -6 7.0 +5.8
FBCG Fidelity Blue Chip Growth ETF 1.4 59 -40 2.9 +1.7
AILG Alpha Intelligent - Large Cap Growth ETF 1.4 85 -66 4.5 +3.4
KOKU Xtrackers MSCI Kokusai Equity ETF 1.4 9 10 7.2 +6.1
OALC OneAscent Large Cap Core ETF 1.4 76 -57 6.6 +5.5
ECOZ TrueMark ESG Active Opportunities ETF 1.4 58 -39 5.4 +4.2
DGT SPDR Global Dow ETF 1.4 50 -31 8.4 +7.2
FVAL Fidelity Value Factor ETF 1.4 29 -10 10.1 +9.0
SPVU Invesco S&P 500 Enhanced Value ETF 1.4 13 6 13.2 +12.0
LRGF iShares Edge MSCI Multifactor USA ETF 1.4 8 11 7.9 +6.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.3 9 10 7.0 +5.9
FDRR Fidelity Dividend ETF for Rising Rates 1.3 29 -10 9.8 +8.7
ARKK ARK Innovation ETF 1.3 75 -56 -7.8 -8.9
SMMD iShares Russell 2500 ETF 1.3 15 4 6.8 +5.7
FAB First Trust Multi Cap Value AlphaDEX Fund 1.3 69 -50 11.9 +10.7
SAMT Strategas Macro Thematic Opportunities ETF 1.3 65 -46 4.2 +3.0
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 1.3 49 -30 6.6 +5.4
FLLV Franklin Liberty U.S. Low Volatility ETF 1.3 29 -10 6.6 +5.5
URTH iShares MSCI World ETF 1.3 24 -5 7.1 +5.9
PDP Invesco DWA Momentum ETF 1.3 62 -43 5.9 +4.8
TPSC Timothy Plan US Small Cap Core ETF 1.3 52 -33 9.3 +8.2
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.3 52 -33 7.3 +6.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.3 60 -41 6.4 +5.2
TPHD Timothy Plan High Dividend Stock ETF 1.3 52 -33 7.7 +6.6
IWY iShares Russell Top 200 Growth ETF 1.3 20 -1 6.3 +5.1
ESG FlexShares STOXX US ESG Impact Index Fund 1.3 32 -13 6.6 +5.4
FSST Fidelity Sustainability U.S. Equity ETF 1.3 59 -40 6.3 +5.2
VT Vanguard Total World Stock ETF 1.3 7 12 7.3 +6.1
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 1.3 45 -26 6.8 +5.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.2 20 -1 7.5 +6.4
DVY iShares Select Dividend ETF 1.2 39 -20 9.7 +8.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.2 30 -11 10.3 +9.2
AVUV Avantis U.S. Small Cap Value ETF 1.2 25 -6 11.9 +10.7
DGRW WisdomTree U.S. Quality Dividend Growth Fund 1.2 28 -9 7.2 +6.1
CGV Conductor Global Equity Value ETF 1.2 128 -109 13.4 +12.3
WTV WisdomTree US Value Fund 1.2 12 7 9.9 +8.8
ACWI iShares MSCI ACWI ETF 1.2 32 -13 7.2 +6.0
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.2 85 -66 6.1 +4.9
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.2 80 -61 7.1 +6.0
IVDG Invesco Focused Discovery Growth ETF 1.2 59 -40 4.8 +3.6
FNK First Trust Mid Cap Value AlphaDEX Fund 1.1 70 -51 13.7 +12.6
FPXE First Trust IPOX Europe Equity Opportunities ETF 1.1 70 -51 6.2 +5.0
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.1 20 -1 8.7 +7.6
FNDA Schwab Fundamental U.S. Small Co. Index ETF 1.1 25 -6 7.4 +6.3
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 1.1 35 -16 9.4 +8.3
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 1.1 36 -17 9.4 +8.3
YPS Arrow Reverse Cap 500 ETF 1.1 29 -10 7.1 +6.0
XMHQ Invesco S&P MidCap Quality ETF 1.1 25 -6 10.0 +8.8
SXUS Janus Henderson International Sustainable Equity ETF 1.1 60 -41 4.4 +3.3
PSIL AdvisorShares Psychedelics ETF 1.1 68 -49 0.0 -1.1
DFAT Dimensional U.S. Targeted Value ETF 1.1 29 -10 10.1 +9.0
BLES Inspire Global Hope Large Cap ETF 1.1 49 -30 7.2 +6.1
CATH Global X S&P 500 Catholic Values Custom ETF 1.1 29 -10 6.5 +5.4
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 1.1 35 -16 9.1 +8.0
CVAR Cultivar ETF 1.1 87 -68 8.7 +7.6
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.1 60 -41 14.8 +13.7
DWLD Davis Select Worldwide ETF 1.1 62 -43 9.2 +8.0
RDIV Invesco S&P Ultra Dividend Revenue ETF 1.1 39 -20 13.9 +12.8
RPV Invesco S&P 500 Pure Value ETF 1.1 35 -16 14.1 +12.9
SPYD SPDR S&P 500 High Dividend ETF 1.1 7 12 11.3 +10.1
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.1 60 -41 11.8 +10.7
DUSA Davis Select U.S. Equity ETF 1.1 61 -42 10.3 +9.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.1 12 7 6.7 +5.6
DEF Invesco Defensive Equity ETF 1.0 55 -36 6.8 +5.7
OEF iShares S&P 100 ETF 1.0 20 -1 6.5 +5.4
BUZZ VanEck Social Sentiment ETF 1.0 75 -56 1.5 +0.3
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.0 45 -26 2.2 +1.1
DSMC Distillate Small/Mid Cash Flow ETF 1.0 55 -36 13.5 +12.4
ACWF iShares MSCI Global Multifactor ETF 1.0 35 -16 9.8 +8.7
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 1.0 80 -61 8.6 +7.5
XSMO Invesco S&P SmallCap Momentum ETF 1.0 39 -20 8.9 +7.8
EZM WisdomTree U.S. MidCap Earnings Fund 1.0 38 -19 12.2 +11.1
STXD Strive 1000 Dividend Growth ETF 1.0 35 -16 6.8 +5.7
QUAL iShares MSCI Usa Quality Factor ETF 1.0 15 4 7.9 +6.8
AVDE Avantis International Equity ETF 1.0 23 -4 9.3 +8.2
USVT US Value ETF 1.0 49 -30 12.8 +11.7
PEXL Pacer US Export Leaders ETF 0.9 60 -41 7.3 +6.2
ADRE Invesco BLDRS Emerging Markets 50 ADR Index Fund 0.9 29 -10 7.5 +6.3
RNLC Large Cap US Equity Select ETF 0.9 60 -41 7.7 +6.6
CNBS Amplify Seymour Cannabis ETF 0.9 75 -56 -39.9 -41.0
SSPX Janus Henderson U.S. Sustainable Equity ETF 0.9 55 -36 4.5 +3.3
KLDW Gavekal Knowledge Leaders Developed World ETF 0.9 75 -56 5.3 +4.1
SFYF SoFi 50 ETF 0.9 29 -10 -7.9 -9.1
TOKE Cambria Cannabis ETF 0.9 42 -23 -21.3 -22.4
YOLO AdvisorShares Pure Cannabis ETF 0.9 76 -57 -47.6 -48.7
MJ ETFMG Alternative Harvest ETF 0.9 75 -56 0.0 -1.1
NUMV Nuveen ESG Mid-Cap Value ETF 0.9 30 -11 10.4 +9.3
NACP Impact Shares NAACP Minority Empowerment ETF 0.9 49 -30 6.6 +5.5
RNMC Mid Cap US Equity Select ETF 0.8 60 -41 10.0 +8.8
PWC Invesco Dynamic Market ETF 0.8 60 -41 8.1 +6.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.8 39 -20 9.1 +8.0
HART IQ Healthy Hearts ETF 0.8 45 -26 6.2 +5.1
RWL Invesco S&P 500 Revenue ETF 0.8 39 -20 7.9 +6.8
VOE Vanguard Mid-Cap Value Index Fund 0.8 7 12 9.2 +8.0
RWK Invesco S&P MidCap 400 Revenue ETF 0.8 39 -20 11.1 +10.0
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.8 35 -16 8.7 +7.6
DON WisdomTree U.S. MidCap Dividend Fund 0.8 38 -19 10.3 +9.1
SIXS 6 Meridian Small Cap Equity ETF 0.8 100 -81 9.8 +8.6
MVPS Amplify Thematic All-Stars ETF 0.8 49 -30 2.1 +1.0
PFM Invesco Dividend Achievers ETF 0.8 53 -34 7.0 +5.9
SNPV Xtrackers S&P ESG Value ETF 0.7 15 4 8.0 +6.9
MAGA Point Bridge GOP Stock Tracker ETF 0.7 72 -53 7.1 +6.0
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.7 15 4 19.2 +18.1
SLYV SPDR S&P 600 Small Cap Value ETF 0.7 15 4 9.5 +8.4
IJS iShares S&P Small-cap 600 Value ETF 0.7 18 1 9.5 +8.4
TTAI TrimTabs All Cap International Free-Cash-Flow ETF 0.7 61 -42 9.3 +8.1
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 0.7 96 -77 5.5 +4.4
NULG Nuveen ESG Large-Cap Growth ETF 0.7 25 -6 5.3 +4.2
ISRA VanEck Israel ETF 0.6 59 -40 9.0 +7.9
XHE SPDR S&P Health Care Equipment ETF 0.6 35 -16 0.7 -0.4
ITEQ BlueStar Israel Technology ETF 0.6 75 -56 2.5 +1.3
MDEV First Trust Indxx Medical Devices ETF 0.6 70 -51 3.5 +2.4
TMFS Motley Fool Small Cap Growth ETF 0.6 85 -66 4.1 +3.0
XSHQ Invesco S&P SmallCap Quality ETF 0.6 29 -10 12.3 +11.2
LVOL American Century Low Volatility ETF 0.6 29 -10 6.7 +5.6
AMID Argent Mid Cap ETF 0.5 52 -33 10.7 +9.6
DFSV Dimensional US Small Cap Value ETF 0.5 31 -12 9.5 +8.4
LVHD Legg Mason Low Volatility High Dividend ETF 0.5 27 -8 8.4 +7.2
IHI iShares U.S. Medical Devices ETF 0.5 39 -20 5.1 +3.9
SQEW LeaderShares Equity Skew ETF 0.5 75 -56 6.5 +5.4
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.5 32 -13 6.8 +5.6
KURE KraneShares MSCI All China Health Care Index ETF 0.5 65 -46 3.2 +2.1
CHIH Global X MSCI China Health Care ETF 0.5 65 -46 3.0 +1.8
IJJ iShares S&P Mid-Cap 400 Value ETF 0.5 18 1 9.9 +8.8
MDYV SPDR S&P 400 Mid Cap Value ETF 0.5 15 4 10.0 +8.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.5 15 4 19.9 +18.8
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.5 29 -10 10.1 +9.0
VIDI Vident International Equity Fund 0.5 61 -42 12.3 +11.2
FFND Future Fund Active ETF 0.4 101 -82 2.7 +1.5
BFTR Future Innovators ETF 0.4 80 -61 2.8 +1.7
CGUS Capital Group Core Equity ETF 0.4 33 -14 6.7 +5.6
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.4 42 -23 7.1 +6.0
IUSV iShares Core S&P U.S. Value ETF 0.4 4 15 7.5 +6.3
JSML Janus Henderson Small Cap Growth Alpha ETF 0.4 30 -11 11.7 +10.6
IVE iShares S&P 500 Value ETF 0.4 18 1 7.2 +6.0
VOOV Vanguard S&P 500 Value ETF 0.4 10 9 7.3 +6.1
SPYV SPDR Portfolio S&P 500 Value ETF 0.4 4 15 7.3 +6.2
CALF Pacer US Small Cap Cash Cows 100 ETF 0.4 59 -40 15.8 +14.6
RODE Hartford Multifactor Diversified International ETF 0.4 29 -10 13.6 +12.5
LRNZ TrueMark Technology, AI & Deep Learning ETF 0.4 68 -49 -1.4 -2.6
CEFA Global X S&P Catholic Values Developed ex-U.S. ETF 0.4 35 -16 7.8 +6.6
IHF iShares U.S. Healthcare Providers ETF 0.4 39 -20 6.7 +5.6
XHS SPDR S&P Health Care Services ETF 0.4 35 -16 1.3 +0.2
RFV Invesco S&P Midcap 400 Pure Value ETF 0.3 35 -16 12.8 +11.7
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 0.3 108 -89 4.0 +2.8
DFIC Dimensional International Core Equity 2 ETF 0.3 23 -4 8.4 +7.2
DWMC AdvisorShares Dorsey Wright Micro-Cap ETF 0.3 127 -108 3.1 +1.9
KMED KraneShares Emerging Markets Healthcare Index ETF 0.3 81 -62 3.1 +2.0
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.3 36 -17 8.6 +7.5
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.3 31 -12 8.9 +7.8
GWX SPDR S&P International Small Cap ETF 0.2 40 -21 6.1 +5.0
PGJ Invesco Golden Dragon China ETF 0.2 70 -51 4.5 +3.4
MCHI iShares MSCI China ETF 0.2 57 -38 10.8 +9.7
ACTV LeaderShares Activist Leaders ETF 0.2 75 -56 12.1 +11.0
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.2 15 4 9.3 +8.2
CHB Global X MSCI China Biotech Innovation ETF 0.2 67 -48 2.5 +1.4
GSID Goldman Sachs MarketBeta International Equity ETF 0.2 20 -1 7.9 +6.8
DEEP Roundhill Acquirers Deep Value ETF 0.2 80 -61 18.3 +17.1
TMFM Motley Fool Mid-Cap Growth ETF 0.2 85 -66 4.9 +3.7
EMXF iShares ESG Advanced MSCI EM ETF 0.2 16 3 9.6 +8.5
FDM First Trust Dow Jones Select Microcap Index Fund 0.2 60 -41 10.1 +8.9
IQSI IQ Candriam ESG International Equity ETF 0.2 15 4 7.8 +6.7
SPDW SPDR Portfolio Developed World ex-US ETF 0.2 4 15 7.6 +6.5
BKF iShares MSCI BRIC ETF 0.2 70 -51 9.2 +8.0
FYT First Trust Small Cap Value AlphaDEX Fund 0.2 71 -52 13.4 +12.3
XSLV Invesco S&P SmallCap Low Volatility ETF 0.2 25 -6 8.1 +7.0
ISCF iShares Edge MSCI Multifactor Intl Small-Cap ETF 0.2 40 -21 10.6 +9.4
ARKW ARK Web x.0 ETF 0.2 83 -64 -4.8 -6.0
CN Xtrackers MSCI All China Equity ETF 0.2 50 -31 11.4 +10.2
JHEM John Hancock Multifactor Emerging Markets ETF 0.1 49 -30 9.5 +8.4
GXC SPDR S&P China ETF 0.1 59 -40 10.1 +9.0
KALL KraneShares MSCI All China Index ETF 0.1 48 -29 11.5 +10.4
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.1 32 -13 7.1 +6.0
IETC iShares Evolved U.S. Technology ETF 0.1 18 1 6.0 +4.8
SVAL iShares US Small Cap Value Factor ETF 0.1 20 -1 12.6 +11.5
EEMA iShares MSCI Emerging Markets Asia ETF 0.1 50 -31 8.2 +7.0
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.1 25 -6 8.2 +7.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.1 30 -11 6.6 +5.5
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.1 69 -50 7.7 +6.6
WKLY SoFi Weekly Dividend ETF 0.1 49 -30 9.4 +8.3
AVEM Avantis Emerging Markets Equity ETF 0.1 33 -14 10.6 +9.5
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.1 66 -47 8.3 +7.2
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.1 30 -11 8.7 +7.6
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 -20 9.0 +7.9
EEM iShares MSCI Emerging Markets ETF 0.1 68 -49 8.3 +7.2
GMF SPDR S&P Emerging Asia Pacific ETF 0.1 49 -30 7.9 +6.8
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 10 8.7 +7.6
SPEM SPDR Portfolio Emerging Markets ETF 0.1 11 8 8.7 +7.5
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.0 39 -20 12.9 +11.7
DFAI Dimensional International Core Equity Market ETF 0.0 18 1 7.9 +6.7
REMG SPDR Bloomberg SASB Emerging Markets ESG Select ETF 0.0 16 3 9.9 +8.7
VWO Vanguard FTSE Emerging Markets ETF 0.0 8 11 8.8 +7.6
PAWZ ProShares Pet Care ETF 0.0 50 -31 4.3 +3.2
CBSE Changebridge Capital Sustainable Equity ETF 0.0 85 -66 2.2 +1.0
DES WisdomTree U.S. SmallCap Dividend Fund 0.0 38 -19 10.4 +9.3
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 0.0 38 -19 11.9 +10.7
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.0 35 -16 13.8 +12.7
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.0 30 -11 12.6 +11.4
DFIS Dimensional International Small Cap ETF 0.0 39 -20 6.4 +5.3
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.0 30 -11 10.0 +8.8
ACWX iShares MSCI ACWI ex U.S. ETF 0.0 32 -13 8.1 +6.9
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.0 41 -22 8.2 +7.0
IXUS ishares Core MSCI Total International Stock ETF 0.0 7 12 8.0 +6.9
ECNS iShares MSCI China Small-Cap ETF 0.0 57 -38 10.7 +9.6
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.0 68 -49 7.2 +6.1
EWX SPDR S&P Emerging Markets Small Cap ETF 0.0 65 -46 7.9 +6.8
IZRL ARK Israel Innovative Technology ETF 0.0 49 -30 -0.5 -1.6
VSGX Vanguard ESG International Stock ETF 0.0 12 7 7.8 +6.7
VXUS Vanguard Total International Stock ETF 0.0 7 12 8.1 +7.0
CWI SPDR MSCI ACWI ex-US ETF 0.0 30 -11 8.1 +6.9
VEU Vanguard FTSE All-World ex-US Index Fund 0.0 7 12 8.3 +7.1
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 -16 9.4 +8.2
DFIV Dimensional International Value ETF 0.0 30 -11 10.0 +8.8
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.0 7 12 6.9 +5.8
CCSO Carbon Collective Climate Solutions U.S. Equity ETF 0.0 35 -16 3.5 +2.3
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.0 47 -28 7.5 +6.4
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 39 -20 10.1 +8.9
AVIV Avantis International Large Cap Value ETF 0.0 25 -6 10.3 +9.1

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

  2018 2019 2020 2021 2022 2023E 2024E
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
  2022 2023E 2024E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 Invesco Nasdaq 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 3.8 x
Less: Expense ratio 19 bp
Equals: ALTAR Score 1.1 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.45 CATEGORY
AVERAGE		 1.52
 
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.