iShares Genomics Immunology & Healthcare ETF
ALTAR
Score™		 -8.9% info Recommen-
dation		 AVOID
2022E    2023E
P/E
ratio		 -32.9x P/Sales
ratio		 3.1x
P/BV
ratio		 3.5x Div.
yield		 0.7%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
IDNA seeks to track the investment results of an index composed of developed and emerging market companies that could benefit from the long-term growth and innovation in genomics, immunology, and bioengineering.

FUND BASICS
Category Global Equities
Fund Sponsor Blackrock
Website www.ishares.com
Inception date Jun 11, 2019
Assets (mns) $170
Currency USD
Expense ratio 47 bp
Distributions Annually

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 41
Wgt avg mkt cap (mns) $16,890
Large cap (>$10bn) 29.4%
Mid cap ($2-10bn) 39.4%
Small cap (<$2bn) 22.0%
Developed mkts 94.1%
Emerging mkts 5.9%

TOP TEN HOLDINGS
BEAM THERAPEUTICS, INC. 5.7 %
INTELLIA THERAPEUTICS, INC. 4.6 %
BEIGENE, LTD. 4.6 %
FATE THERAPEUTICS INC 4.5 %
MODERNA, INC. 4.1 %
BLUEPRINT MEDICINES CORP. 4.0 %
GENMAB A/S 4.0 %
TWIST BIOSCIENCE CORP. 3.9 %
EXELIXIS INC 3.4 %
BIONTECH SE SPONSORED ADR 3.4 %
Total 42.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 66.9 %
JAPAN 7.7 %
GERMANY 7.0 %
DENMARK 4.5 %
CHINA 4.3 %
SWITZERLAND 3.8 %
FRANCE 3.7 %
TAIWAN 1.2 %
BRITAIN 0.3 %


HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-31.9% -44.3% -- -- 3.5%

Market Correlations
versus... Beta R-squared
S&P500 0.85 34%
MSCI EAFE 0.80 29%
MSCI Emg. Mkts. 0.76 27%

Technical Indicators
Recent close $26.37
30d moving avg. $29.46
Annualized volatility 28.1%
Short interest (ETF) 0.7%
Relative strength (RSI) 33

Liquidity measures
Avg. volume (thou.) 55
Turnover 0.9%
Bid/Ask (% of price) 0.20%
ADV underlying (mns) $5,369

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 694 potential alternatives to the iShares Genomics Immunology & Healthcare ETF ETF based on the alternatives' overlap in portfolio holdings with IDNA. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IDNA Expense: 47 bp ALTAR Score™: -8.9%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IDNA
Ticker Fund
Name		 Overlap1
vs IDNA
(%)		 Expense
ratio
(bp)		 Savings
vs IDNA
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IDNA
(%)
GNOM Global X Genomics & Biotechnology ETF 24.2 50 -3 -8.2 +0.7
XBI SPDR S&P BIOTECH ETF 22.4 35 12 -4.0 +4.9
ARKG ARK Genomic Revolution ETF 21.2 75 -28 -6.0 +2.9
CNCR Loncar Cancer Immunotherapy ETF 19.7 79 -32 -8.1 +0.8
IBB iShares NASDAQ Biotechnology ETF 17.8 45 2 -0.3 +8.6
MSGR Direxion mRNA ETF 17.3 65 -18 -2.7 +6.2
FBT First Trust NYSE Arca Biotechnology Index Fund 17.3 55 -8 1.3 +10.2
GERM ETFMG Treatments Testing and Advancements ETF 17.2 68 -21 -15.6 -6.7
IBBQ Invesco Nasdaq Biotechnology ETF 17.1 19 28 -0.5 +8.4
XDNA Strategic CRISPR & Gene Editing Technology ETF 17.0 78 -31 -3.1 +5.8
WDNA WisdomTree BioRevolution Fund 16.3 45 2 -4.2 +4.8
BBH VanEck Biotech ETF 16.0 35 12 5.8 +14.7
IBBJ Defiance Nasdaq Junior Biotechnology ETF 15.7 45 2 0.0 +8.9
BBC Virtus LifeSci Biotech Clinical Trials ETF 14.6 79 -32 0.0 +8.9
SBIO ALPS Medical Breakthroughs ETF 14.3 50 -3 -4.7 +4.3
TYNE Direxion Nanotechnology ETF 13.7 65 -18 -72.3 -63.3
ARKK ARK Innovation ETF 13.7 75 -28 -7.4 +1.5
BBP BioShares Biotechnology Products Fund 12.1 79 -32 -3.2 +5.7
APXH Apex Healthcare ETF 11.9 90 -43 9.8 +18.7
PBE Invesco Dynamic Biotechnology & Genome ETF 11.9 59 -12 1.0 +9.9
HELX Franklin Genomic Advancements ETF 11.7 50 -3 4.9 +13.8
TECB iShares US Tech Breakthrough Multisector ETF 10.3 40 7 6.9 +15.8
VIRS Pacer BioThreat Strategy ETF 9.3 70 -23 7.9 +16.8
IXJ iShares Global Healthcare ETF 8.7 43 4 7.4 +16.3
PJP Invesco Dynamic Pharmaceuticals ETF 8.7 58 -11 10.6 +19.5
HTEC ROBO Global Healthcare Technology & Innovation ETF 8.5 68 -21 -0.6 +8.4
FXH First Trust Health Care AlphaDEX Fund 7.7 61 -14 7.6 +16.5
BTEC Principal Healthcare Innovators Index ETF 7.6 42 5 -5.0 +3.9
BUL Pacer US Cash Cows Growth ETF 7.2 60 -13 10.8 +19.7
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF 7.2 58 -11 5.1 +14.0
TINY ProShares Nanotechnology ETF 7.2 58 -11 2.3 +11.2
COWZ Pacer US Cash Cows 100 ETF 7.0 49 -2 13.6 +22.5
BAD B.A.D. ETF 6.5 75 -28 3.6 +12.5
MOON Direxion Moonshot Innovators ETF 6.5 65 -18 -43.6 -34.7
SXQG 6 Meridian Quality Growth ETF 6.2 100 -53 6.2 +15.1
QLVD FlexShares Developed Markets ex-US Quality Low Volatility Id 6.1 32 15 7.3 +16.2
JHMH John Hancock Multifactor Healthcare ETF 5.8 40 7 7.6 +16.6
NIFE Direxion Fallen Knives ETF 5.7 50 -3 -5.7 +3.2
FTXH First Trust Nasdaq Pharmaceuticals ETF 5.7 60 -13 25.3 +34.2
VIGI Vanguard International Dividend Appreciation ETF 5.6 15 32 6.9 +15.8
LYFE 2nd Vote Life Neutral Plus ETF 5.6 75 -28 8.7 +17.6
BKIS BNY Mellon Sustainable International Equity ETF 5.5 70 -23 6.9 +15.8
IGRO iShares International Dividend Growth ETF 5.5 15 32 9.4 +18.4
AGNG Global X Aging Population ETF 5.4 50 -3 4.3 +13.2
FPXE First Trust IPOX Europe Equity Opportunities ETF 5.4 70 -23 7.6 +16.5
RNDM First Trust Developed International Equity Select ETF 5.3 65 -18 8.0 +16.9
JFWD Jacob Forward ETF 5.3 75 -28 -13.0 -4.1
OEUR ALPS O'shares Europe Quality Dividend ETF 5.2 48 -1 7.1 +16.0
PSCH Invesco S&P SmallCap Health Care ETF 5.2 29 18 3.6 +12.5
PTH Invesco DWA Healthcare Momentum ETF 5.1 60 -13 -5.3 +3.6
RYH Invesco S&P 500 Equal Weight Health Care ETF 5.0 40 7 8.0 +16.9
UMMA Wahed Dow Jones Islamic World ETF 5.0 65 -18 6.5 +15.4
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 5.0 60 -13 6.1 +15.0
XT iShares Exponential Technologies ETF 4.9 46 1 4.9 +13.8
EUDV ProShares MSCI Europe Dividend Growers ETF 4.9 56 -9 6.6 +15.5
WRND IQ Global Equity R&D Leaders ETF 4.9 18 29 8.8 +17.7
MOTG VanEck Morningstar Global Wide Moat ETF 4.8 52 -5 7.7 +16.6
IMTM iShares Edge MSCI Intl Momentum Factor ETF 4.7 30 17 8.7 +17.6
VWID Virtus WMC International Dividend ETF 4.4 49 -2 11.5 +20.4
QVAL Alpha Architect U.S. Quantitative Value ETF 4.3 49 -2 19.5 +28.4
FHLC Fidelity MSCI Health Care Index ETF 4.3 8 39 6.7 +15.7
EFAV iShares Edge MSCI Min Vol EAFE ETF 4.2 20 27 6.5 +15.4
JIG JPMorgan International Growth ETF 4.2 55 -8 5.1 +14.0
VHT Vanguard Health Care Index Fund 4.2 10 37 6.9 +15.8
IYH iShares U.S. Healthcare ETF 4.1 41 6 7.6 +16.6
RPG Invesco S&P 500 Pure Growth ETF 4.1 35 12 8.3 +17.2
IVLU iShares Edge MSCI Intl Value Factor ETF 4.1 30 17 12.9 +21.9
FIVA Fidelity International Value Factor ETF 4.1 39 8 12.2 +21.1
XLV Health Care Select Sector SPDR Fund 4.1 10 37 8.6 +17.5
MRND IQ U.S. Mid Cap R&D Leaders ETF 4.1 16 31 2.2 +11.1
EDEN iShares MSCI Denmark Capped ETF 4.0 53 -6 6.4 +15.3
IDOG ALPS International Sector Dividend Dogs ETF 4.0 50 -3 11.7 +20.6
IEV iShares Europe ETF 3.9 59 -12 8.3 +17.3
MXDU Nationwide Maximum Diversification US Core Equity ETF 3.9 34 13 0.0 +8.9
FDG American Century Focused Dynamic Growth ETF 3.8 45 2 3.2 +12.1
QEFA SPDR MSCI EAFE Quality Mix ETF 3.8 30 17 7.9 +16.8
RZG Invesco S&P Smallcap 600 Pure Growth ETF 3.8 35 12 10.5 +19.4
GDOC Goldman Sachs Future Health Care Equity ETF 3.8 75 -28 2.0 +10.9
DBEU Xtrackers MSCI Europe Hedged Equity ETF 3.8 46 1 8.0 +16.9
BBEU JPMorgan BetaBuilders Europe ETF 3.7 9 38 8.9 +17.8
IMFL Invesco International Developed Dynamic Multifactor ETF 3.7 34 13 7.2 +16.2
BMED BlackRock Future Health ETF 3.7 85 -38 2.3 +11.2
FLEH Franklin FTSE Europe Hedged ETF 3.7 9 38 8.4 +17.3
NZRO Strategy Shares Halt Climate Change ETF 3.7 95 -48 2.0 +10.9
FLEE Franklin FTSE Europe ETF 3.6 9 38 9.0 +17.9
IQSI IQ Candriam ESG International Equity ETF 3.6 15 32 8.3 +17.2
DXJ WisdomTree Japan Hedged Equity Fund 3.6 48 -1 9.2 +18.1
ACWV iShares MSCI Global Min Vol Factor ETF 3.6 20 27 7.0 +15.9
JIDA JPMorgan ActiveBuilders International Equity ETF 3.6 25 22 9.1 +18.0
PINK Simplify Health Care ETF 3.6 50 -3 5.3 +14.2
EFG iShares MSCI EAFE Growth ETF 3.6 40 7 5.4 +14.3
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 3.5 25 22 9.3 +18.2
VGK Vanguard FTSE Europe ETF 3.5 8 39 8.8 +17.7
RESD WisdomTree International ESG Fund 3.4 30 17 8.2 +17.1
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 3.4 14 33 7.9 +16.8
IEUR iShares Core MSCI Europe ETF 3.4 9 38 8.6 +17.5
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 3.4 50 -3 3.8 +12.7
EWGS iShares MSCI Germany Small Cap ETF 3.3 59 -12 11.9 +20.8
SPEU SPDR Portfolio Europe ETF 3.3 9 38 8.5 +17.5
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.3 39 8 10.8 +19.7
SIXA 6 Meridian Mega Cap Equity ETF 3.3 82 -35 9.1 +18.0
SIXH 6 Meridian Hedged Equity-Index Option Strategy ETF 3.3 84 -37 8.1 +17.0
UGCE Uncommon Portfolio Design Core Equity ETF 3.3 65 -18 0.0 +8.9
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 3.3 69 -22 7.6 +16.5
VYMI Vanguard International High Dividend Yield ETF 3.2 22 25 12.4 +21.3
IUSA Amberwave Invest USA JSG Fund 3.2 67 -20 7.2 +16.1
IQDE FlexShares International Quality Dividend Defensive Index ET 3.2 47 0 12.3 +21.2
FVAL Fidelity Value Factor ETF 3.2 29 18 10.8 +19.7
DOL WisdomTree International LargeCap Dividend Fund 3.2 48 -1 9.6 +18.5
ANEW ProShares MSCI Transformational Changes ETF 3.2 45 2 4.8 +13.7
IPO Renaissance IPO ETF 3.1 60 -13 -3.4 +5.5
WKLY SoFi Weekly Dividend ETF 3.1 49 -2 9.2 +18.2
PWV Invesco Dynamic Large Cap Value ETF 3.1 58 -11 9.3 +18.2
IPKW Invesco International BuyBack Achievers ETF 3.1 55 -8 13.3 +22.2
SCHY Schwab International Dividend Equity ETF 3.1 14 33 10.4 +19.3
IQDG WisdomTree International Quality Dividend Growth Fund 3.1 42 5 8.7 +17.6
EUDG WisdomTree Europe Quality Dividend Growth Fund 3.1 58 -11 8.3 +17.2
IQLT iShares Edge MSCI Intl Quality Factor ETF 3.1 30 17 8.0 +16.9
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 3.1 58 -11 7.9 +16.8
IDHQ Invesco S&P International Developed Quality ETF 3.1 29 18 7.7 +16.6
FLSW Franklin FTSE Switzerland ETF 3.1 9 38 6.5 +15.4
EWL iShares MSCI Switzerland ETF 3.1 50 -3 5.7 +14.6
BKCI BNY Mellon Concentrated International ETF 3.1 80 -33 5.6 +14.5
RAYD Rayliant Quantitative Developed Market Equity ETF 3.1 80 -33 10.2 +19.1
EGIS 2nd Vote Society Defended ETF 3.1 75 -28 8.1 +17.0
KONG Formidable Fortress ETF 3.1 89 -42 6.5 +15.4
JIRE JPMorgan International Research Enhanced Equity ETF 3.1 24 23 8.8 +17.7
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 3.1 20 27 7.9 +16.9
AVLV Avantis U.S. Large Cap Value ETF 3.0 15 32 10.0 +19.0
DIHP Dimensional International High Profitability ETF 3.0 29 18 8.9 +17.8
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 2.9 57 -10 6.3 +15.2
LRND IQ U.S. Large Cap R&D Leaders ETF 2.9 14 33 8.2 +17.1
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 2.9 35 12 6.5 +15.4
CALF Pacer US Small Cap Cash Cows 100 ETF 2.9 59 -12 14.2 +23.2
CGGR Capital Group Growth ETF 2.9 39 8 5.2 +14.1
DWMF WisdomTree International Multifactor Fund 2.9 38 9 9.1 +18.0
BKIE BNY Mellon International Equity ETF 2.8 4 43 8.8 +17.7
EFA iShares MSCI EAFE ETF 2.8 32 15 8.2 +17.1
ESGD iShares MSCI EAFE ESG Optimized ETF 2.8 20 27 8.2 +17.2
LVHI Legg Mason International Low Volatility High Dividend ETF 2.8 40 7 10.5 +19.4
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 2.8 75 -28 8.4 +17.4
GSID Goldman Sachs MarketBeta International Equity ETF 2.8 20 27 8.4 +17.4
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 2.8 36 11 7.7 +16.6
FDL First Trust Morningstar Dividend Leaders Index Fund 2.8 45 2 10.5 +19.5
EFAD ProShares MSCI EAFE Dividend Growers ETF 2.8 51 -4 6.1 +15.0
FCPI Fidelity Stocks for Inflation ETF 2.8 29 18 10.7 +19.6
RDMX SPDR Bloomberg SASB Developed Markets EX US ESG Select ETF 2.7 12 35 9.1 +18.0
RFEU First Trust Riverfront Dynamic Europe ETF 2.7 83 -36 11.2 +20.1
SAGP Strategas Global Policy Opportunities ETF 2.7 65 -18 8.5 +17.4
RFDI First Trust Riverfront Dynamic Developed International ETF 2.7 83 -36 11.9 +20.8
EWJV iShares MSCI Japan Value ETF 2.7 15 32 10.3 +19.2
FEVR Inspire Faithward Large Cap Momentum ESG ETF 2.6 80 -33 6.5 +15.4
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 2.6 20 27 8.5 +17.4
FDEV Fidelity Targeted International Factor ETF 2.6 39 8 8.4 +17.3
EQOP Natixis U.S. Equity Opportunities ETF 2.6 85 -38 7.2 +16.1
VFQY Vanguard U.S. Quality Factor ETF 2.6 13 34 9.3 +18.2
DIVS SmartETFs Dividend Builder ETF 2.6 65 -18 6.7 +15.6
PSET Principal Price Setters Index ETF 2.6 15 32 7.5 +16.5
ALFA AlphaClone Alternative Alpha ETF 2.6 65 -18 4.6 +13.5
HFXI IQ 50 Percent Hedged FTSE International ETF 2.6 20 27 8.4 +17.3
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.6 18 29 6.9 +15.8
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 2.6 60 -13 7.0 +15.9
MOAT VanEck Morningstar Wide Moat ETF 2.5 47 0 7.6 +16.5
HDAW Xtrackers MSCI All World ex US High Dividend Yield Equity ET 2.5 20 27 13.2 +22.1
HDEF Xtrackers MSCI EAFE High Dividend Yield Hedged Equity ETF 2.5 20 27 11.7 +20.6
FEZ SPDR EURO STOXX 50 ETF 2.5 29 18 9.1 +18.0
FLFR Franklin FTSE France ETF 2.5 9 38 8.5 +17.4
HEDJ WisdomTree Europe Hedged Equity Fund 2.5 58 -11 8.3 +17.2
EWQ iShares MSCI France ETF 2.5 50 -3 8.0 +16.9
QGRO American Century STOXX U.S. Quality Growth ETF 2.5 29 18 7.0 +15.9
PBDM Invesco PureBeta FTSE Developed ex-North America ETF 2.5 7 40 8.7 +17.7
LVHD Legg Mason Low Volatility High Dividend ETF 2.5 27 20 8.7 +17.6
VALQ American Century STOXX U.S. Quality Value ETF 2.5 29 18 11.7 +20.6
JOET Virtus Terranova US Quality Momentum ETF 2.5 29 18 7.3 +16.2
IEFA iShares Core MSCI EAFE ETF 2.4 7 40 8.3 +17.2
PXUS Principal International Adaptive Multi-Factor ETF 2.4 24 23 9.0 +17.9
JSML Janus Henderson Small Cap Growth Alpha ETF 2.4 30 17 11.5 +20.4
MOTE VanEck Morningstar ESG Moat ETF 2.4 49 -2 7.1 +16.0
DTH WisdomTree International High Dividend Fund 2.4 58 -11 11.4 +20.3
VUSE Vident Core US Equity Fund 2.4 50 -3 11.9 +20.9
QWLD SPDR MSCI World StrategicFactors ETF 2.3 30 17 7.3 +16.2
EURZ Xtrackers Eurozone Equity ETF 2.3 9 38 0.0 +8.9
SDG iShares Sustainable MSCI Global Impact ETF 2.3 49 -2 9.3 +18.2
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 2.3 40 7 9.3 +18.2
USMV iShares Edge MSCI Min Vol USA ETF 2.3 15 32 6.8 +15.7
RBIN Nationwide Risk-Based International Equity ETF 2.3 42 5 0.0 +8.9
DURA VanEck Morningstar Durable Dividend ETF 2.3 29 18 8.5 +17.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.3 70 -23 6.4 +15.3
DWM WisdomTree International Equity Fund 2.3 48 -1 9.8 +18.8
GSIE Goldman Sachs ActiveBeta International Equity ETF 2.3 25 22 9.3 +18.2
SCHF Schwab International Equity ETF 2.3 6 41 9.0 +17.9
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.2 30 17 9.9 +18.8
SIXS 6 Meridian Small Cap Equity ETF 2.2 88 -41 11.6 +20.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.2 25 22 7.4 +16.3
IQDF FlexShares International Quality Dividend Index Fund 2.2 47 0 12.5 +21.4
EZU iShares MSCI Eurozone ETF 2.2 50 -3 8.6 +17.5
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 2.2 80 -33 7.1 +16.0
INNO Harbor Disruptive Innovation ETF 2.2 75 -28 -3.8 +5.1
DFAI Dimensional International Core Equity Market ETF 2.2 18 29 8.2 +17.1
WLDR Affinity World Leaders Equity ETF 2.2 67 -20 11.4 +20.3
IDEV iShares Core MSCI International Developed Markets ETF 2.2 4 43 8.4 +17.3
GVLU Gotham 1000 Value ETF 2.1 50 -3 11.6 +20.5
GCOW Pacer Global High Dividend ETF 2.1 60 -13 14.3 +23.2
VFMF Vanguard U.S. Multifactor ETF 2.1 18 29 10.8 +19.8
KMED KraneShares Emerging Markets Healthcare Index ETF 2.1 79 -32 2.9 +11.8
GBDV Global Beta Smart Income ETF 2.1 29 18 10.2 +19.2
JHMD John Hancock Multifactor Developed International ETF 2.1 39 8 9.0 +17.9
AIVL WisdomTree U.S. AI Enhanced Value Fund 2.1 38 9 7.9 +16.8
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 2.1 47 0 8.1 +17.0
SPDW SPDR Portfolio Developed World ex-US ETF 2.1 4 43 8.3 +17.2
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 2.1 30 17 9.2 +18.1
CLRG IQ Chaikin U.S. Large Cap ETF 2.1 25 22 7.0 +15.9
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 2.0 15 32 9.1 +18.1
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 2.0 45 2 10.1 +19.0
SDOG ALPS Sector Dividend Dogs ETF 2.0 40 7 11.3 +20.2
HDV iShares Core High Dividend ETF 2.0 8 39 9.3 +18.2
VEA Vanguard FTSE Developed Markets ETF 2.0 5 42 8.7 +17.6
FQAL Fidelity Quality Factor ETF 2.0 29 18 8.0 +16.9
VSGX Vanguard ESG International Stock ETF 2.0 12 35 8.6 +17.5
EFV iShares MSCI EAFE Value ETF 2.0 39 8 11.0 +19.9
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 2.0 15 32 15.1 +24.0
ENTR Entrepreneur 30 Fund 2.0 49 -2 4.1 +13.0
INTF iShares Edge MSCI Multifactor Intl ETF 2.0 15 32 9.8 +18.7
CWI SPDR MSCI ACWI ex-US ETF 1.9 30 17 8.5 +17.5
SPGP Invesco S&P 500 GARP ETF 1.9 36 11 10.5 +19.4
DIV Global X SuperDividend US ETF 1.9 45 2 7.5 +16.4
ISDX Invesco RAFI Strategic Developed ex-US ETF 1.9 23 24 9.9 +18.8
FTCS First Trust Capital Strength ETF 1.9 55 -8 7.3 +16.2
VBK Vanguard Small-Cap Growth Index Fund 1.9 7 40 2.2 +11.1
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 1.9 39 8 6.9 +15.8
JPXN iShares JPX-Nikkei 400 ETF 1.9 48 -1 8.3 +17.2
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 1.9 25 22 8.7 +17.6
IOO iShares Global 100 ETF 1.9 40 7 6.8 +15.7
DGT SPDR Global Dow ETF 1.9 50 -3 9.0 +18.0
DUHP Dimensional US High Profitability ETF 1.9 22 25 9.3 +18.3
QYLD Global X NASDAQ 100 Covered Call ETF 1.9 60 -13 6.0 +14.9
FID First Trust S&P International Dividend Aristocrats ETF 1.8 60 -13 10.8 +19.7
RODE Hartford Multifactor Diversified International ETF 1.8 29 18 13.3 +22.2
QRMI Global X NASDAQ 100 Risk Managed Income ETF 1.8 60 -13 5.5 +14.4
FLRG Fidelity U.S. Multifactor ETF 1.8 29 18 8.9 +17.8
DWX SPDR S&P International Dividend ETF 1.8 45 2 10.1 +19.1
QCLR Global X NASDAQ 100 Collar 95-110 ETF 1.8 60 -13 5.4 +14.3
TTAI TrimTabs All Cap International Free-Cash-Flow ETF 1.8 61 -14 9.2 +18.1
DHS WisdomTree U.S. High Dividend Fund 1.8 38 9 9.3 +18.2
IDLV Invesco S&P International Developed Low Volatility ETF 1.8 25 22 7.0 +15.9
QINT American Century Quality Diversified International ETF 1.8 39 8 10.9 +19.9
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 1.8 39 8 9.3 +18.2
QLV FlexShares US Quality Low Volatility Index Fund 1.8 22 25 6.6 +15.5
HKND Humankind US Stock ETF 1.8 11 36 8.4 +17.3
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 1.8 60 -13 6.0 +14.9
JPN Xtrackers Japan JPX-Nikkei 400 Equity ETF 1.8 9 38 0.0 +8.9
XHS SPDR S&P Health Care Services ETF 1.8 35 12 -0.0 +8.9
EDOC Global X Telemedicine & Digital Health ETF 1.8 68 -21 -2.9 +6.0
LOPX Direxion Low Priced Stock ETF 1.8 50 -3 -18.7 -9.8
DVY iShares Select Dividend ETF 1.8 39 8 10.3 +19.2
SPDV AAM S&P 500 High Dividend Value ETF 1.8 29 18 11.9 +20.8
ACWX iShares MSCI ACWI ex U.S. ETF 1.8 32 15 8.7 +17.6
GURU Global X Guru Index ETF 1.7 75 -28 2.7 +11.6
DMDV AAM S&P Developed Markets High Dividend Value ETF 1.7 39 8 16.3 +25.2
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 1.7 41 6 8.0 +16.9
FICS First Trust International Developed Capital Strength ETF 1.7 70 -23 6.5 +15.4
QQQM Invesco NASDAQ 100 ETF 1.7 15 32 6.7 +15.6
QQQ Invesco QQQ Trust 1.7 20 27 6.4 +15.3
VEU Vanguard FTSE All-World ex-US Index Fund 1.7 7 40 8.9 +17.8
QTR Global X NASDAQ 100 Tail Risk ETF 1.7 60 -13 5.9 +14.8
NUSI Nationwide Risk-Managed Income ETF 1.7 68 -21 5.2 +14.1
KVLE KFA Value Liner Dynamic Core Equity Index ETF 1.7 56 -9 7.3 +16.2
SQLV Legg Mason Small-Cap Quality Value 1.7 61 -14 12.3 +21.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.7 20 27 8.5 +17.4
IWO iShares Russell 2000 Growth ETF 1.7 24 23 2.2 +11.1
DEW WisdomTree Global High Dividend Fund 1.7 58 -11 10.2 +19.1
DINT Davis Select International ETF 1.7 64 -17 8.1 +17.0
ISCG iShares Morningstar Small-Cap Growth ETF 1.7 6 41 1.7 +10.6
GDIV Harbor Dividend Growth Leaders ETF 1.6 50 -3 8.2 +17.1
VTWG Vanguard Russell 2000 Growth Index Fund 1.6 15 32 2.4 +11.3
VFMV Vanguard U.S. Minimum Volatility ETF 1.6 13 34 6.9 +15.8
RNDV US Equity Dividend Select ETF 1.6 50 -3 10.2 +19.1
EWJ iShares MSCI Japan ETF 1.6 50 -3 7.8 +16.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.6 19 28 8.2 +17.1
HLGE Hartford Longevity Economy ETF 1.6 44 3 9.4 +18.3
DBJP Xtrackers MSCI Japan Hedged Equity ETF 1.6 46 1 7.1 +16.0
VXUS Vanguard Total International Stock ETF 1.6 7 40 8.9 +17.8
BBJP JPMorgan BetaBuilders Japan ETF 1.5 19 28 8.0 +16.9
IXUS ishares Core MSCI Total International Stock ETF 1.5 7 40 8.6 +17.6
GSPY Gotham Enhanced 500 ETF 1.5 50 -3 7.4 +16.3
FNDF Schwab Fundamental International Large Co. Index ETF 1.5 25 22 10.5 +19.5
IWX iShares Russell Top 200 Value ETF 1.5 20 27 8.4 +17.3
FPXI First Trust International Equity Opportunities ETF 1.5 70 -23 -1.6 +7.3
QQMG Invesco ESG NASDAQ 100 ETF 1.5 20 27 6.9 +15.8
CVAR Cultivar ETF 1.4 87 -40 9.1 +18.1
IWM iShares Russell 2000 ETF 1.4 19 28 4.5 +13.5
VSLU Applied Finance Valuation Large Cap ETF 1.4 49 -2 8.7 +17.6
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 1.4 20 27 6.4 +15.3
VLUE iShares MSCI USA Value Factor ETF 1.4 15 32 14.7 +23.6
WBIY WBI Power Factor High Dividend ETF 1.4 70 -23 13.8 +22.7
SPVU Invesco S&P 500 Enhanced Value ETF 1.4 13 34 14.0 +23.0
ROUS Hartford Multifactor US Equity ETF 1.4 19 28 8.5 +17.4
FIDI Fidelity International High Dividend ETF 1.4 39 8 11.3 +20.2
VTWO Vanguard Russell 2000 Index Fund 1.4 10 37 4.7 +13.6
FLJP Franklin FTSE Japan ETF 1.4 9 38 8.1 +17.0
KLDW Gavekal Knowledge Leaders Developed World ETF 1.4 75 -28 6.2 +15.1
FLJH Franklin FTSE Japan Hedged ETF 1.4 9 38 7.4 +16.4
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 1.4 21 26 4.6 +13.5
SHE SPDR SSGA Gender Diversity Index ETF 1.4 20 27 7.1 +16.0
FTC First Trust Large Cap Growth AlphaDEX Fund 1.4 59 -12 6.0 +14.9
CGDV Capital Group Dividend Value ETF 1.4 33 14 7.3 +16.2
IQIN IQ 500 International ETF 1.4 25 22 9.5 +18.4
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 1.4 35 12 9.1 +18.1
NUDV Nuveen ESG Dividend ETF 1.4 25 22 8.6 +17.5
ESGG FlexShares STOXX Global ESG Impact Index Fund 1.4 42 5 7.0 +15.9
SFY SoFi Select 500 ETF 1.4 0 47 6.7 +15.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 1.4 35 12 9.1 +18.1
IJT iShares S&P Small-Cap 600 Growth ETF 1.3 18 29 8.6 +17.5
SLYG SPDR S&P 600 Small Cap Growth ETF 1.3 15 32 8.6 +17.6
FDRR Fidelity Dividend ETF for Rising Rates 1.3 29 18 9.0 +17.9
ITAN Sparkline Intangible Value ETF 1.3 50 -3 8.6 +17.5
USMF WisdomTree U.S. Multifactor Fund 1.3 28 19 9.4 +18.4
WDIV SPDR Global Dividend ETF 1.3 40 7 11.0 +19.9
VFVA Vanguard U.S. Value Factor ETF 1.3 13 34 14.2 +23.1
RODM Hartford Multifactor Developed Markets (ex-US) ETF 1.3 29 18 10.6 +19.6
ISCB iShares Morningstar Small-Cap ETF 1.3 4 43 5.8 +14.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.3 30 17 8.5 +17.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.3 16 31 8.6 +17.5
JQUA JPMorgan U.S. Quality Factor ETF 1.3 12 35 7.6 +16.5
GK AdvisorShares Gerber Kawasaki ETF 1.3 81 -34 5.3 +14.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.3 15 32 4.8 +13.7
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 1.3 39 8 9.1 +18.0
PEXL Pacer US Export Leaders ETF 1.3 60 -13 7.4 +16.3
FBCV Fidelity Blue Chip Value ETF 1.3 59 -12 8.0 +16.9
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.3 60 -13 9.7 +18.6
DFIC Dimensional International Core Equity 2 ETF 1.3 23 24 8.3 +17.2
ONEY SPDR Russell 1000 Yield Focus ETF 1.2 20 27 11.4 +20.3
GBLO Global Beta Low Beta ETF 1.2 29 18 7.9 +16.9
CIL VictoryShares International Volatility Weighted Index ETF 1.2 45 2 8.6 +17.6
NULC Nuveen ESG Large-Cap ETF 1.2 20 27 6.7 +15.6
DFIV Dimensional International Value ETF 1.2 30 17 12.0 +20.9
SIXL 6 Meridian Low Beta Equity Strategy ETF 1.2 82 -35 6.8 +15.7
SPYD SPDR S&P 500 High Dividend ETF 1.2 7 40 10.2 +19.1
IWN iShares Russell 2000 Value ETF 1.2 24 23 6.9 +15.8
PWC Invesco Dynamic Market ETF 1.2 60 -13 8.1 +17.0
AFLG First Trust Active Factor Large Cap ETF 1.2 55 -8 8.2 +17.1
VTWV Vanguard Russell 2000 Value Index Fund 1.2 15 32 7.0 +15.9
QUS SPDR MSCI USA StrategicFactors ETF 1.2 15 32 7.5 +16.4
SCHA Schwab U.S. Small-Cap ETF 1.2 4 43 6.1 +15.0
SFYF SoFi 50 ETF 1.2 29 18 -2.5 +6.4
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.2 95 -48 2.7 +11.6
AVDR AVDR US LargeCap Leading ETF 1.2 60 -13 0.0 +8.9
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 1.2 65 -18 -0.0 +8.9
CID VictoryShares Intl High Dividend Volatility Wtd Index ETF 1.2 45 2 11.4 +20.3
IWC iShares Micro-Cap ETF 1.2 60 -13 -6.2 +2.8
QDIV Global X S&P 500 Quality Dividend ETF 1.2 20 27 9.8 +18.7
PQIN PGIM QMA Strategic Alpha International Equity ETF 1.1 29 18 9.6 +18.5
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 1.1 17 30 7.1 +16.0
EPS WisdomTree U.S. Earnings 500 Fund 1.1 8 39 8.6 +17.5
JMIN JPMorgan U.S. Minimum Volatility ETF 1.1 12 35 6.6 +15.5
BKSE BNY Mellon US Small Cap Core Equity ETF 1.1 4 43 6.5 +15.4
URTH iShares MSCI World ETF 1.1 24 23 6.9 +15.8
CGGO Capital Group Global Growth Equity ETF 1.1 47 0 5.1 +14.0
TOK iShares MSCI Kokusai ETF 1.1 25 22 6.9 +15.8
RYJ Invesco Raymond James SB-1 Equity ETF 1.1 75 -28 3.6 +12.5
SPLV Invesco S&P 500 Low Volatility ETF 1.1 25 22 6.3 +15.2
KOKU Xtrackers MSCI Kokusai Equity ETF 1.1 9 38 7.1 +16.0
RBUS Nationwide Risk-Based U.S. Equity ETF 1.1 30 17 0.0 +8.9
JAVA JPMorgan Active Value ETF 1.1 44 3 7.6 +16.5
NUSC Nuveen ESG Small-Cap ETF 1.1 30 17 6.4 +15.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.1 20 27 7.4 +16.3
PBSM Invesco PureBeta MSCI USA Small Cap ETF 1.1 6 41 6.3 +15.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.1 63 -16 5.2 +14.1
XMHQ Invesco S&P MidCap Quality ETF 1.1 25 22 9.7 +18.6
RAFE PIMCO RAFI ESG U.S. ETF 1.1 30 17 9.7 +18.6
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.1 65 -18 8.0 +16.9
HART IQ Healthy Hearts ETF 1.0 45 2 6.1 +15.0
AVUS Avantis U.S. Equity ETF 1.0 15 32 8.0 +16.9
JPIN JPMorgan Diversified Return International Equity ETF 1.0 37 10 10.1 +19.1
DEIF Sterling Capital Diverse Multi-Manager Active ETF 1.0 65 -18 7.8 +16.7
UIVM VictoryShares USAA MSCI International Value Momentum ETF 1.0 35 12 11.4 +20.4
ILCV iShares Morningstar Value ETF 1.0 4 43 8.5 +17.4
RFFC RiverFront Dynamic US Flex-Cap ETF 1.0 52 -5 6.6 +15.5
STLV iShares Factors US Value Style ETF 1.0 25 22 11.1 +20.0
AVIV Avantis International Large Cap Value ETF 1.0 25 22 12.4 +21.3
ACWI iShares MSCI ACWI ETF 1.0 32 15 7.1 +16.0
ESGS Columbia Sustainable U.S. Equity Income ETF 1.0 35 12 11.1 +20.0
BFOR Barron's 400 ETF 1.0 70 -23 10.3 +19.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.0 7 40 6.4 +15.3
QDF FlexShares Quality Dividend Index Fund 1.0 37 10 9.0 +17.9
HEET Hartford Schroders ESG US Equity ETF 1.0 39 8 7.9 +16.8
QDEF FlexShares Quality Dividend Defensive Index Fund 1.0 37 10 8.3 +17.2
AVDE Avantis International Equity ETF 1.0 23 24 9.8 +18.7
VONV Vanguard Russell 1000 Value Index Fund 1.0 8 39 8.4 +17.3
STLG iShares Factors US Growth Style ETF 1.0 25 22 8.5 +17.4
ISCV iShares Morningstar Small Cap Value ETF 1.0 6 41 9.6 +18.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.0 9 38 5.5 +14.4
IWD iShares Russell 1000 Value ETF 1.0 19 28 8.3 +17.2
MVPS Amplify Thematic All-Stars ETF 1.0 49 -2 2.6 +11.5
SDGA Impact Shares Sustainable Development Goals Global ETF 1.0 75 -28 7.9 +16.8
DEF Invesco Defensive Equity ETF 1.0 53 -6 6.8 +15.7
EQWL Invesco Russell Top 200 Equal Weight ETF 1.0 25 22 8.2 +17.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 1.0 48 -1 8.1 +17.0
SSLY Syntax Stratified SmallCap ETF 1.0 40 7 8.0 +16.9
REVS Columbia Research Enhanced Value ETF 0.9 19 28 10.1 +19.0
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 0.9 17 30 6.3 +15.2
RYLD Global X Russell 2000 Covered Call ETF 0.9 60 -13 4.2 +13.1
BOSS Global X Founder-Run Companies ETF 0.9 45 2 3.7 +12.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.9 75 -28 6.9 +15.8
VT Vanguard Total World Stock ETF 0.9 7 40 7.3 +16.3
TTAC TrimTabs US Free Cash Flow Quality ETF 0.9 59 -12 7.9 +16.8
PSC Principal U.S. Small Cap Index ETF 0.9 38 9 8.5 +17.4
VB Vanguard Small-Cap ETF 0.9 5 42 6.6 +15.5
KRMA Global X Conscious Companies ETF 0.9 43 4 7.2 +16.2
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 0.9 40 7 8.3 +17.3
VFMO Vanguard U.S. Momentum Factor ETF 0.9 13 34 6.6 +15.5
XOUT GraniteShares XOUT U.S. Large Cap ETF 0.9 60 -13 6.2 +15.1
WGRO WisdomTree U.S. Growth & Momentum Fund 0.9 55 -8 8.0 +16.9
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.9 30 17 7.8 +16.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.9 12 35 6.8 +15.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.9 9 38 7.0 +15.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.9 39 8 5.5 +14.4
IDHD Invesco S&P Intl Developed High Dividend Low Volatility ETF 0.9 30 17 7.9 +16.9
FDMO Fidelity Momentum Factor ETF 0.9 29 18 5.1 +14.0
BUZZ VanEck Social Sentiment ETF 0.9 75 -28 -0.6 +8.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.9 18 29 9.1 +18.0
HLAL Wahed FTSE USA Shariah ETF 0.9 50 -3 6.3 +15.2
RESP WisdomTree US ESG Fund of Benef Interest 0.9 28 19 8.5 +17.4
DLN WisdomTree U.S. LargeCap Dividend Fund 0.8 28 19 7.9 +16.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.8 10 37 7.1 +16.0
IPAC iShares Core MSCI Pacific ETF 0.8 9 38 7.7 +16.6
JEPI JPMorgan Equity Premium Income ETF 0.8 35 12 6.3 +15.2
WOMN Impact Shares YWCA Women's Empowerment ETF 0.8 75 -28 7.0 +15.9
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.8 31 16 10.5 +19.4
JHSC John Hancock Multifactor Small Cap ETF 0.8 42 5 7.6 +16.5
MGK Vanguard Mega Cap Growth ETF 0.8 7 40 5.8 +14.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.8 70 -23 5.2 +14.1
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 0.8 20 27 7.7 +16.6
AVSC Avantis U.S Small Cap Equity ETF 0.8 25 22 5.9 +14.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.8 29 18 6.3 +15.2
SSPY Syntax Stratified LargeCap ETF 0.8 30 17 7.6 +16.5
SPXT ProShares S&P 500 Ex-Technology ETF 0.8 27 20 6.9 +15.8
EFIV SPDR S&P 500 ESG ETF 0.8 10 37 7.1 +16.0
SNPE Xtrackers S&P 500 ESG ETF 0.8 10 37 7.1 +16.0
FSZ First Trust Switzerland AlphaDEX Fund 0.8 80 -33 6.3 +15.2
WTV WisdomTree US Value Fund 0.8 12 35 10.6 +19.5
SPVM Invesco S&P 500 Value with Momentum ETF 0.8 39 8 10.2 +19.1
PDEV Principal International Multi-Factor Core Index ETF 0.8 25 22 0.0 +8.9
FEX First Trust Large Cap Core AlphaDEX Fund 0.8 59 -12 8.6 +17.5
IUS Invesco Strategic US ETF 0.8 19 28 8.5 +17.4
AIEQ AI Powered Equity ETF 0.8 75 -28 3.6 +12.5
VOOG Vanguard S&P 500 Growth ETF 0.8 10 37 6.5 +15.4
ONEO SPDR Russell 1000 Momentum Focus ETF 0.8 20 27 9.6 +18.5
DTD WisdomTree U.S.Total Dividend Fund 0.8 28 19 8.2 +17.1
SLT Pacer Salt High truBeta US Market ETF 0.8 60 -13 0.0 +8.9
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 0.8 25 22 7.4 +16.3
ESGV Vanguard ESG U.S. Stock ETF 0.7 9 38 6.8 +15.7
TMFC Motley Fool 100 Index ETF 0.7 50 -3 5.3 +14.3
VPL Vanguard FTSE Pacific ETF 0.7 8 39 8.4 +17.3
VXF Vanguard Extended Market Index Fund 0.7 6 41 4.5 +13.4
KOMP SPDR Kensho New Economies Composite ETF 0.7 20 27 1.0 +9.9
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 0.7 35 12 8.8 +17.7
CATH Global X S&P 500 Catholic Values Custom ETF 0.7 29 18 6.6 +15.6
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 0.7 29 18 8.9 +17.8
IVW iShares S&P 500 Growth ETF 0.7 18 29 6.4 +15.3
SPYG SPDR Portfolio S&P 500 Growth ETF 0.7 4 43 6.5 +15.4
AFMC First Trust Active Factor Mid Cap ETF 0.7 65 -18 10.7 +19.6
ESGU iShares MSCI USA ESG Optimized ETF 0.7 15 32 6.8 +15.7
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 0.7 17 30 9.0 +17.9
ERSX ERShares NextGen Entrepreneurs ETF 0.7 75 -28 7.4 +16.3
MGC Vanguard Mega Cap Index Fund 0.7 7 40 6.8 +15.7
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 0.7 20 27 10.3 +19.2
NUDM Nuveen ESG International Developed Markets Equity ETF 0.7 30 17 8.6 +17.5
IUSG iShares Core S&P US Growth ETF 0.7 4 43 6.5 +15.4
XJR iShares ESG Screened S&P Small-Cap ETF 0.7 12 35 8.5 +17.4
IWL iShares Russell Top 200 ETF 0.7 15 32 6.7 +15.6
DFAU Dimensional US Core Equity Market ETF 0.7 12 35 7.1 +16.0
FUNL CornerCap Fundametrics Large-Cap ETF 0.7 50 -3 9.4 +18.3
BKLC BNY Mellon US Large Cap Core Equity ETF 0.7 0 47 6.8 +15.7
SMDY Syntax Stratified MidCap ETF 0.7 35 12 8.0 +16.9
VUG Vanguard Growth Index Fund 0.7 4 43 5.5 +14.5
MTUM iShares MSCI USA Momentum Factor ETF 0.7 15 32 6.8 +15.7
SCHV Schwab U.S. Large-Cap Value ETF 0.7 4 43 8.3 +17.2
QUAL iShares MSCI Usa Quality Factor ETF 0.7 15 32 8.4 +17.3
SPMV Invesco S&P 500 Minimum Variance ETF 0.7 10 37 6.3 +15.3
SPXN ProShares S&P 500 Ex-Financials ETF 0.7 27 20 6.6 +15.5
QVML Invesco S&P 500 QVM Multi-factor ETF 0.7 11 36 7.2 +16.1
FDVV Fidelity Core Dividend ETF 0.7 29 18 8.6 +17.6
DFAS Dimensional U.S. Small Cap ETF 0.6 28 19 7.8 +16.7
VLU SPDR S&P 1500 Value Tilt ETF 0.6 12 35 9.3 +18.2
RSP Invesco S&P 500 Equal Weight ETF 0.6 20 27 7.4 +16.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.6 9 38 7.4 +16.3
SQEW LeaderShares Equity Skew ETF 0.6 75 -28 6.9 +15.8
XVV iShares ESG Screened S&P 500 ETF 0.6 8 39 6.9 +15.9
DFAC Dimensional U.S. Core Equity 2 ETF 0.6 19 28 7.8 +16.7
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.6 5 42 8.7 +17.6
IJR iShares Core S&P Small Cap ETF 0.6 6 41 8.7 +17.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.6 49 -2 6.2 +15.1
FJP First Trust Japan AlphaDEX Fund 0.6 80 -33 12.3 +21.3
SLY SPDR S&P 600 Small Cap ETF 0.6 15 32 8.6 +17.5
PBP Invesco S&P 500 BuyWrite ETF 0.6 49 -2 6.4 +15.3
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 0.6 15 32 6.8 +15.8
VIOO Vanguard S&P Small-Cap 600 ETF 0.6 10 37 8.7 +17.6
FYC First Trust Small Cap Growth AlphaDEX Fund 0.6 70 -23 3.5 +12.5
ISZE iShares Edge MSCI Intl Size Factor ETF 0.6 30 17 7.9 +16.8
AUSF Global X Adaptive U.S. Factor ETF 0.6 27 20 6.9 +15.8
VTHR Vanguard Russell 3000 Index Fund 0.6 10 37 6.6 +15.5
XYLD Global X S&P 500 Covered Call ETF 0.6 60 -13 6.4 +15.3
VTI Vanguard Total Stock Market Index Fund 0.6 3 44 6.5 +15.4
XRMI Global X S&P 500 Risk Managed Income ETF 0.6 60 -13 6.1 +15.0
CFA VictoryShares US 500 Volatility Weighted Index ETF 0.6 35 12 7.5 +16.5
FNDX Schwab Fundamental U.S. Large Co. Index ETF 0.6 25 22 8.7 +17.6
DIVB iShares U.S. Dividend & Buyback ETF 0.6 25 22 8.7 +17.6
SCHB Schwab U.S. Broad Market ETF 0.6 3 44 6.7 +15.6
SCHK Schwab 1000 Index ETF 0.6 5 42 6.8 +15.7
SPXE ProShares S&P 500 Ex-Energy ETF 0.6 27 20 6.8 +15.7
XCLR Global X S&P 500 Collar 95-110 ETF 0.6 60 -13 5.9 +14.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.6 20 27 6.8 +15.7
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.6 3 44 6.6 +15.5
IYY iShares Dow Jones U.S. ETF 0.6 20 27 6.6 +15.5
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.6 32 15 7.3 +16.2
VOO VANGUARD S&P 500 ETF 0.6 3 44 7.0 +15.9
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.6 20 27 6.8 +15.7
FLQL Franklin LibertyQ U.S. Equity ETF 0.6 15 32 8.6 +17.5
IWV iShares Russell 3000 ETF 0.6 20 27 6.5 +15.4
XYLG Global X S&P 500 Covered Call & Growth ETF 0.6 60 -13 6.4 +15.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.6 20 27 8.0 +16.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.6 15 32 9.3 +18.3
SUSA iShares MSCI USA ESG Select ETF 0.6 25 22 6.7 +15.6
XVOL Acruence Active Hedge U.S. Equity ETF 0.6 83 -36 6.2 +15.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.6 9 38 7.2 +16.1
IVV iShares Core S&P 500 ETF 0.6 3 44 7.0 +15.9
SPY SPDR S&P 500 ETF Trust 0.6 9 38 6.9 +15.8
SPLG SPDR Portfolio S&P 500 ETF 0.6 3 44 7.0 +15.9
FNDB Schwab Fundamental U.S. Broad Market Index ETF 0.6 25 22 8.5 +17.5
VV Vanguard Large-Cap Index Fund 0.6 4 43 6.8 +15.7
ACVF American Conservative Values ETF 0.6 75 -28 6.1 +15.0
MGV Vanguard Mega Cap Value ETF 0.6 7 40 8.6 +17.5
VOTE Engine No. 1 Transform 500 ETF 0.6 5 42 6.8 +15.7
VDNI V-Shares US Leadership Diversity ETF 0.6 29 18 7.3 +16.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.6 15 32 6.7 +15.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.6 7 40 6.8 +15.7
VONE Vanguard Russell 1000 ETF 0.6 8 39 6.8 +15.7
VYM Vanguard High Dividend Yield Index ETF 0.6 6 41 8.9 +17.8
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.5 47 0 13.3 +22.2
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.5 12 35 6.8 +15.8
XTR Global X S&P 500 Tail Risk ETF 0.5 60 -13 6.5 +15.4
SPTM SPDR Portfolio Total Stock Market ETF 0.5 3 44 7.1 +16.0
NTZG Nuveen Global Net Zero Transition ETF 0.5 55 -8 6.2 +15.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.5 2 45 6.8 +15.8
IWB iShares Russell 1000 ETF 0.5 15 32 6.7 +15.6
SCHX Schwab U.S. Large-Cap ETF 0.5 3 44 6.8 +15.7
PBUS Invesco PureBeta MSCI USA ETF 0.5 4 43 6.8 +15.7
PIZ Invesco DWA Developed Markets Momentum ETF 0.5 80 -33 8.6 +17.5
DFUS Dimensional U.S. Equity ETF 0.5 11 36 6.9 +15.8
ILCB iShares Morningstar U.S. Equity ETF 0.5 3 44 6.8 +15.8
RECS Columbia Research Enhanced Core ETF 0.5 15 32 7.9 +16.8
CEFA Global X S&P Catholic Values Developed ex-U.S. ETF 0.5 35 12 8.0 +16.9
ECOZ TrueMark ESG Active Opportunities ETF 0.5 58 -11 5.6 +14.5
XPH SPDR S&P Pharmaceuticals ETF 0.5 35 12 -1.6 +7.3
JDIV JPMorgan U.S. Dividend ETF 0.5 12 35 8.7 +17.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.5 24 23 9.0 +17.9
ISMD Inspire Small/Mid Cap Impact ETF 0.5 48 -1 7.5 +16.4
PRF Invesco FTSE RAFI US 1000 ETF 0.5 39 8 8.6 +17.6
SCHM Schwab U.S. Mid-Cap ETF 0.5 4 43 7.3 +16.3
FVD First Trust Value Line Dividend Index Fund 0.5 67 -20 7.0 +15.9
RWL Invesco S&P 500 Revenue ETF 0.5 39 8 8.0 +16.9
QLC FlexShares US Quality Large Cap Index Fund 0.5 32 15 7.9 +16.8
JHML John Hancock Multifactor Large Cap ETF 0.5 29 18 7.2 +16.1
EQAL Invesco Russell 1000 Equal Weight ETF 0.5 20 27 7.1 +16.0
ESG FlexShares STOXX US ESG Impact Index Fund 0.5 32 15 6.6 +15.5
JMOM JPMorgan U.S. Momentum Factor ETF 0.5 12 35 6.9 +15.8
AFSM First Trust Active Factor Small Cap ETF 0.5 77 -30 9.7 +18.6
IDLB Invesco FTSE International Low Beta Equal Weight ETF 0.5 45 2 8.7 +17.6
EUSA iShares MSCI USA Equal Weighted ETF 0.5 9 38 6.7 +15.6
FLCH Franklin FTSE China ETF 0.5 19 28 11.4 +20.3
VTV Vanguard Value Index Fund 0.5 4 43 8.6 +17.6
JVAL JPMorgan U.S. Value Factor ETF 0.5 12 35 10.6 +19.6
SIZE iShares MSCI USA Size Factor ETF 0.4 15 32 6.6 +15.5
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.4 20 27 9.1 +18.0
VOOV Vanguard S&P 500 Value ETF 0.4 10 37 7.9 +16.8
USVT US Value ETF 0.4 49 -2 13.3 +22.2
SPYV SPDR Portfolio S&P 500 Value ETF 0.4 4 43 7.9 +16.8
IVE iShares S&P 500 Value ETF 0.4 18 29 7.8 +16.7
IUSV iShares Core S&P U.S. Value ETF 0.4 4 43 8.0 +16.9
IUSS Invesco Strategic US Small Company ETF 0.4 23 24 7.9 +16.8
TMFX Motley Fool Next Index ETF 0.4 50 -3 4.1 +13.1
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 0.4 18 29 10.0 +19.0
SUSL iShares ESG MSCI USA Leaders ETF 0.4 10 37 6.9 +15.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.4 10 37 6.9 +15.8
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.4 25 22 9.3 +18.2
SMLE Xtrackers S&P SmallCap 600 ESG ETF 0.4 15 32 9.1 +18.0
ESIX SPDR S&P SmallCap 600 ESG ETF 0.4 12 35 9.2 +18.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.4 15 32 9.2 +18.1
USXF iShares ESG Advanced MSCI USA ETF 0.4 10 37 6.9 +15.8
FNX First Trust Mid Cap Core AlphaDEX Fund 0.4 59 -12 9.5 +18.4
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.4 39 8 10.8 +19.7
DSI iShares MSCI KLD 400 Social ETF 0.4 25 22 7.0 +15.9
RNLC Large Cap US Equity Select ETF 0.4 60 -13 8.1 +17.1
DMXF iShares ESG Advanced MSCI EAFE ETF 0.4 12 35 8.1 +17.0
DFUV Dimensional US Marketwide Value ETF 0.4 23 24 9.8 +18.7
LRGF iShares Edge MSCI Multifactor USA ETF 0.4 8 39 8.0 +16.9
SCHG Schwab U.S. Large-Cap Growth ETF 0.4 4 43 5.3 +14.2
FLGR Franklin FTSE Germany ETF 0.4 9 38 10.6 +19.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.4 15 32 6.6 +15.6
IEUS iShares MSCI Europe Small-Cap ETF 0.4 40 7 7.3 +16.2
FSMD Fidelity Small-Mid Factor ETF 0.4 29 18 9.8 +18.7
LVOL American Century Low Volatility ETF 0.4 29 18 6.8 +15.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.3 10 37 6.3 +15.2
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.3 10 37 6.5 +15.4
NACP Impact Shares NAACP Minority Empowerment ETF 0.3 49 -2 6.7 +15.6
FTA First Trust Large Cap Value AlphaDEX Fund 0.3 59 -12 11.3 +20.2
OEF iShares S&P 100 ETF 0.3 20 27 6.7 +15.6
TPLC Timothy Plan US Large Cap Core ETF 0.3 52 -5 6.8 +15.7
DIM WisdomTree International MidCap Dividend Fund 0.3 58 -11 10.2 +19.1
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.3 64 -17 8.7 +17.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.3 15 32 7.8 +16.7
XJH iShares ESG Screened S&P Mid-Cap ETF 0.3 12 35 8.7 +17.6
IJK iShares S&P Mid-Cap 400 Growth ETF 0.3 17 30 7.5 +16.4
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.3 15 32 7.5 +16.5
IWP iShares Russell Mid-Cap Growth ETF 0.3 23 24 5.2 +14.1
SFYX Sofi Next 500 ETF 0.3 0 47 6.5 +15.5
IQSU IQ Candriam ESG US Equity ETF 0.3 9 38 6.5 +15.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.3 15 32 8.9 +17.8
MDY SPDR S&P Midcap 400 ETF Trust 0.3 22 25 8.4 +17.3
VFLQ Vanguard U.S. Liquidity Factor ETF 0.3 13 34 4.2 +13.1
CIZ VictoryShares Developed Enhanced Volatility Weighted Index E 0.3 45 2 7.7 +16.6
IVOO Vanguard S&P Mid-Cap 400 ETF 0.3 10 37 8.6 +17.5
IJH iShares Core S&P Mid-Cap ETF 0.3 5 42 8.5 +17.4
SPMD SPDR Portfolio Mid Cap ETF 0.3 5 42 8.5 +17.4
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.3 35 12 9.1 +18.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.3 15 32 9.4 +18.3
IJJ iShares S&P Mid-Cap 400 Value ETF 0.3 18 29 9.4 +18.3
MDYV SPDR S&P 400 Mid Cap Value ETF 0.3 15 32 9.4 +18.4
FYX First Trust Small Cap Core AlphaDEX Fund 0.2 61 -14 11.1 +20.0
NULV Nuveen ESG Large-Cap Value ETF 0.2 25 22 9.2 +18.1
EWMC Invesco S&P MidCap 400 Equal Weight ETF 0.2 40 7 8.4 +17.3
TPIF Timothy Plan International ETF 0.2 62 -15 8.9 +17.8
IHE iShares U.S. Pharmaceuticals ETF 0.2 42 5 7.0 +15.9
EZM WisdomTree U.S. MidCap Earnings Fund 0.2 38 9 11.7 +20.6
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 -5 9.4 +18.3
BLES Inspire Global Hope Large Cap ETF 0.2 49 -2 7.0 +15.9
DEEF Xtrackers FTSE Developed ex US Comprehensive Factor ETF 0.2 24 23 9.6 +18.5
YPS Arrow Reverse Cap 500 ETF 0.2 29 18 7.3 +16.2
SXUS Janus Henderson International Sustainable Equity ETF 0.2 60 -13 5.3 +14.2
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.2 35 12 9.6 +18.5
SSPX Janus Henderson U.S. Sustainable Equity ETF 0.2 55 -8 5.0 +13.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.2 14 33 6.9 +15.8
JHMM John Hancock Multifactor Mid Cap ETF 0.2 41 6 7.9 +16.8
FBCG Fidelity Blue Chip Growth ETF 0.2 59 -12 3.1 +12.0
SMMD iShares Russell 2500 ETF 0.2 15 32 6.6 +15.5
EES WisdomTree SmallCap Earnings Fund 0.2 38 9 11.8 +20.7
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.2 29 18 8.4 +17.4
FAB First Trust Multi Cap Value AlphaDEX Fund 0.2 69 -22 12.8 +21.7
IHF iShares U.S. Healthcare Providers ETF 0.2 42 5 6.4 +15.3
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.2 32 15 8.2 +17.1
DFSV Dimensional US Small Cap Value ETF 0.2 31 16 9.9 +18.8
SCZ iShares MSCI EAFE Small-Cap ETF 0.2 40 7 7.0 +15.9
BKEM BNY Mellon Emerging Markets Equity ETF 0.2 11 36 9.6 +18.6
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 22 11.3 +20.2
DFAE Dimensional Emerging Core Equity Market ETF 0.2 35 12 10.7 +19.6
FLAX Franklin FTSE Asia Ex Japan ETF 0.2 19 28 9.4 +18.4
SCHE Schwab Emerging Markets Equity ETF 0.2 11 36 9.1 +18.0
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 0.2 35 12 6.9 +15.8
PBEE Invesco PureBeta FTSE Emerging Markets ETF 0.2 16 31 9.2 +18.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.2 24 23 9.1 +18.0
VBR Vanguard Small Cap Value Index Fund 0.2 7 40 9.5 +18.4
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 0.2 35 12 9.2 +18.1
VWO Vanguard FTSE Emerging Markets ETF 0.2 8 39 9.4 +18.3
CSML IQ Chaikin U.S. Small Cap ETF 0.1 35 12 6.7 +15.6
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.1 25 22 7.3 +16.2
VONG Vanguard Russell 1000 Growth Index Fund 0.1 8 39 6.1 +15.0
FNK First Trust Mid Cap Value AlphaDEX Fund 0.1 70 -23 12.8 +21.7
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 -2 6.6 +15.5
IWF iShares Russell 1000 Growth ETF 0.1 19 28 6.0 +14.9
IWR iShares Russell Midcap ETF 0.1 19 28 6.9 +15.8
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.1 68 -21 7.8 +16.7
GWX SPDR S&P International Small Cap ETF 0.1 40 7 5.6 +14.5
DFAT Dimensional U.S. Targeted Value ETF 0.1 29 18 9.8 +18.7
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.1 50 -3 6.8 +15.7
RWK Invesco S&P MidCap 400 Revenue ETF 0.1 39 8 11.2 +20.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.1 52 -5 6.1 +15.0
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 8 7.6 +16.5
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.1 59 -12 13.1 +22.0
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.1 20 27 5.9 +14.8
IWY iShares Russell Top 200 Growth ETF 0.1 20 27 6.2 +15.1
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.1 39 8 11.7 +20.6
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.1 36 11 8.6 +17.5
EEMO Invesco S&P Emerging Markets Momentum ETF 0.1 31 16 9.1 +18.0
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.1 7 40 7.3 +16.2
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 0.1 30 17 9.1 +18.0
JSTC Adasina Social Justice All Cap Global ETF 0.1 89 -42 7.0 +15.9
ROSC Hartford Multifactor Small Cap ETF 0.0 34 13 12.3 +21.2
SCHC Schwab International Small-Cap Equity ETF 0.0 11 36 6.8 +15.7
GMF SPDR S&P Emerging Asia Pacific ETF 0.0 49 -2 8.9 +17.8
ICAP InfraCap Equity Income Fund ETF 0.0 80 -33 11.0 +20.0
IWS iShares Russell Mid-Cap Value ETF 0.0 23 24 8.0 +16.9
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 38 9.6 +18.5
SPEM SPDR Portfolio Emerging Markets ETF 0.0 11 36 9.5 +18.4

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

  2017 2018 2019 2020 2021 2022E 2023E
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
  2021 2022E 2023E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 iShares Genomics Immunology & Healthcare 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 -34.8 %
Divided by: Fwd. P/BV 4.1 x
Less: Expense ratio 47 bp
Equals: ALTAR Score -8.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.43 CATEGORY
AVERAGE		 1.45
 
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.