iShares U.S. Consumer Focused ETF
ALTAR
Score™
5.2% info Recommen-
dation
UNDERWEIGHT
2025E    2026E
P/E
ratio
25.9x P/Sales
ratio
1.6x
P/BV
ratio
7.4x Div.
yield
1.2%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The iShares Evolved U.S. Discretionary Spending ETF is an actively managed, market-cap-weighted fund of large-, mid-, and small-cap US stocks in the discretionary spending sector, according to an alternative classification system defined by machine learni

FUND BASICS
Category US Equities
Fund Sponsor BlackRock
Website www.ishares.com
Inception date Mar 21, 2018
Assets (mns) $36
Currency USD
Expense ratio 18 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 178
Wgt avg mkt cap (mns) $388,007
Large cap (>$10bn) 92.0%
Mid cap ($2-10bn) 7.7%
Small cap (<$2bn) 0.2%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
HOME DEPOT INC 11.4 %
COSTCO WHOLESALE CORP 9.7 %
WAL-MART STORES INC 9.0 %
AMAZON.COM INC 8.3 %
TJX COMPANIES INC 5.1 %
LOWE'S COS INC 3.7 %
CHIPOTLE MEXICAN GRILL-CL A 2.4 %
O'REILLY AUTOMOTIVE INC 2.4 %
MCDONALD'S CORP 2.1 %
ROSS STORES INC 1.9 %
Total 55.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 98.9 %
BERMUDA 0.1 %
BRITAIN 0.1 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-3.8% 11.1% 13.7% -- 12.5%

Market Correlations
versus... Beta R-squared
S&P500 1.12 88%
MSCI EAFE 0.87 56%
MSCI Emg. Mkts. 0.63 30%

Technical Indicators
Recent close $54.62
30d moving avg. $50.49
Annualized volatility 19.7%
Short interest (ETF) 0.1%
Short interest (Underlying) 2.4%
Relative strength (RSI) 51

Liquidity measures
Avg. volume (thou.) 5
Turnover 0.8%
Bid/Ask (% of price) 0.12%
ADV underlying (mns) $44,617

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 952 potential alternatives to the iShares U.S. Consumer Focused ETF ETF based on the alternatives' overlap in portfolio holdings with IEDI. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IEDI Expense: 18 bp ALTAR Score™: 5.2%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IEDI
Ticker Fund
Name
Overlap1
vs IEDI
(%)
Expense
ratio
(bp)
Savings
vs IEDI
(bp)
ALTAR
Score™
(%)
ALTAR
vs IEDI
(%)
IYC iShares U.S. Consumer Discretionary ETF 54.8 40 -22 3.8 -1.4
RTH VanEck Retail ETF 54.4 35 -17 5.2 +0.1
XLY Consumer Discretionary Select Sector SPDR Fund 45.0 8 10 4.8 -0.3
FDIS Fidelity MSCI Consumer Discretionary Index ETF 45.0 8 10 4.6 -0.6
VCR Vanguard Consumer Discretionary ETF 44.8 10 8 4.6 -0.6
RXI iShares Global Consumer Discretionary ETF 34.1 41 -23 8.9 +3.8
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 31.2 40 -22 5.5 +0.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 28.5 50 -32 4.1 -1.1
MILN Global X Millennial Consumer ETF 26.9 50 -32 3.7 -1.5
VDC Vanguard Consumer Staples ETF 26.0 10 8 5.5 +0.3
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 25.9 8 10 5.5 +0.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 25.6 29 -11 4.4 -0.7
FXD First Trust Consumer Discretionary AlphaDEX Fund 24.6 61 -43 7.7 +2.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 24.4 19 -1 6.5 +1.3
XLP Consumer Staples Select Sector SPDR Fund 23.7 8 10 5.8 +0.6
BUYZ Franklin Disruptive Commerce ETF 22.2 50 -32 2.3 -2.9
SPMO Invesco S&P 500 Momentum ETF 21.7 13 5 3.8 -1.3
XRT SPDR S&P Retail ETF 21.4 35 -17 8.8 +3.6
TMFC Motley Fool 100 Index ETF 21.2 50 -32 3.7 -1.5
ACSI American Customer Satisfaction ETF 21.2 65 -47 4.9 -0.3
SPXT ProShares S&P 500 Ex-Technology ETF 21.2 9 9 5.7 +0.5
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 21.1 29 -11 6.5 +1.3
RWL Invesco S&P 500 Revenue ETF 20.7 39 -21 6.9 +1.7
VUSE Vident U.S. Equity Strategy ETF 20.5 50 -32 4.5 -0.6
CAML Congress Large Cap Growth ETF 20.4 66 -48 3.2 -2.0
PWB Invesco Large Cap Growth ETF 20.0 56 -38 2.9 -2.3
THRO iShares U.S. Thematic Rotation Active ETF 19.8 90 -72 4.1 -1.1
GLBL Pacer MSCI World Industry Advantage ETF 19.4 65 -47 4.5 -0.7
KXI iShares Global Consumer Staples ETF 19.4 41 -23 5.4 +0.3
EMOT First Trust S&P 500 Economic Moat ETF 19.2 60 -42 6.9 +1.7
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 18.9 32 -14 5.1 -0.1
IWF iShares Russell 1000 Growth ETF 18.8 19 -1 4.5 -0.6
VONG Vanguard Russell 1000 Growth ETF 18.8 8 10 4.6 -0.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 18.6 9 9 5.4 +0.2
VUG Vanguard Growth ETF 18.5 4 14 4.1 -1.0
STXG Strive 1000 Growth ETF 18.4 18 0 4.0 -1.1
IWY iShares Russell Top 200 Growth ETF 18.4 20 -2 4.7 -0.5
MGK Vanguard Mega Cap Growth ETF 18.4 7 11 4.2 -0.9
GGUS Marketbeta Russell 1000 Growth Equity ETF 18.3 12 6 4.6 -0.6
ILCG iShares Morningstar Growth ETF 18.2 4 14 3.9 -1.3
QGRO American Century U.S. Quality Growth ETF 18.1 29 -11 3.5 -1.7
FBCG Fidelity Blue Chip Growth ETF 18.0 59 -41 3.1 -2.1
DUHP Dimensional US High Profitability ETF 18.0 21 -3 6.4 +1.3
JGRO JPMorgan Active Growth ETF 17.9 44 -26 3.6 -1.5
IUS Invesco RAFI Strategic US ETF 17.9 19 -1 6.9 +1.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 17.8 75 -57 4.2 -1.0
SFYF SoFi Social 50 ETF 17.8 29 -11 0.2 -5.0
SPXV ProShares S&P 500 Ex-Health Care ETF 17.7 9 9 4.9 -0.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 17.6 8 10 5.2 +0.1
DGRW WisdomTree US Quality Dividend Growth Fund 17.6 28 -10 5.7 +0.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 17.6 7 11 5.2 +0.1
ESGV Vanguard ESG U.S. Stock ETF 17.5 9 9 4.9 -0.2
AVSU Avantis Responsible U.S. Equity ETF 17.5 15 3 6.3 +1.1
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 17.5 19 -1 5.3 +0.1
FELG Fidelity Enhanced Large Cap Growth ETF 17.5 18 0 4.9 -0.3
JQUA JPMorgan U.S. Quality Factor ETF 17.5 12 6 5.9 +0.7
SPXN ProShares S&P 500 Ex-Financials ETF 17.4 9 9 5.2 -0.0
IUSG iShares Core S&P U.S. Growth ETF 17.4 4 14 4.4 -0.8
AVLV Avantis U.S. Large Cap Value ETF 17.3 15 3 8.0 +2.9
POWA Invesco Bloomberg Pricing Power ETF 17.3 40 -22 5.6 +0.5
DFVX Dimensional US Large Cap Vector ETF 17.3 22 -4 6.5 +1.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 17.3 20 -2 5.3 +0.1
JMOM JPMorgan U.S. Momentum Factor ETF 17.3 12 6 4.6 -0.6
AVUS Avantis U.S. Equity ETF 17.2 15 3 6.1 +0.9
IVW iShares S&P 500 Growth ETF 17.1 18 0 4.2 -1.0
SSPY Syntax Stratified LargeCap ETF 17.1 30 -12 6.7 +1.6
VOOG Vanguard S&P 500 Growth ETF 17.1 10 8 4.2 -0.9
SPYG SPDR Portfolio S&P 500 Growth ETF 17.1 4 14 4.3 -0.9
RVRB Reverb ETF 17.0 30 -12 4.8 -0.4
SHUS Syntax Stratified U.S. Total Market Hedged ETF 17.0 65 -47 6.4 +1.3
JHML John Hancock Multifactor Large Cap ETF 16.8 29 -11 5.5 +0.4
QVML Invesco S&P 500 QVM Multi-factor ETF 16.8 11 7 5.3 +0.1
DFSU Dimensional US Sustainability Core 1 ETF 16.8 18 0 5.6 +0.4
IWB iShares Russell 1000 ETF 16.8 15 3 5.1 -0.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 16.8 29 -11 6.6 +1.4
VONE Vanguard Russell 1000 ETF 16.7 8 10 5.2 -0.0
PDP Invesco Dorsey Wright Momentum ETF 16.7 62 -44 3.7 -1.4
IYY iShares Dow Jones U.S. ETF 16.7 20 -2 5.0 -0.2
DFUS Dimensional U.S. Equity ETF 16.7 9 9 5.1 -0.1
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 16.7 20 -2 4.9 -0.3
WOMN Impact Shares YWCA Women's Empowerment ETF 16.7 75 -57 5.3 +0.1
FFOG Franklin Focused Growth ETF 16.6 61 -43 2.5 -2.7
SCHX Schwab U.S. Large-Cap ETF 16.6 3 15 5.2 +0.1
MODL VictoryShares WestEnd U.S. Sector ETF 16.6 42 -24 4.7 -0.4
DSPY Tema S&P 500 Historical Weight ETF 16.6 18 0 5.3 +0.2
IVV iShares Core S&P 500 ETF 16.6 3 15 5.2 +0.0
VOO Vanguard S&P 500 ETF 16.6 3 15 5.2 +0.0
SPXE ProShares S&P 500 Ex-Energy ETF 16.6 9 9 5.0 -0.2
SPY SPDR S&P 500 ETF Trust 16.6 9 9 5.1 -0.0
SPLG SPDR Portfolio S&P 500 ETF 16.6 2 16 5.2 +0.0
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 16.6 3 15 5.4 +0.2
SCHK Schwab 1000 Index ETF 16.6 5 13 5.3 +0.1
XVV iShares ESG Screened S&P 500 ETF 16.5 8 10 5.1 -0.1
ILCB iShares Morningstar U.S. Equity ETF 16.5 3 15 5.1 -0.1
VV Vanguard Large-Cap ETF 16.5 4 14 5.1 -0.1
TOV JLens 500 Jewish Advocacy U.S. ETF 16.5 18 0 4.9 -0.3
NBCC Neuberger Berman Next Generation Connected Consumer ETF 16.5 56 -38 2.6 -2.6
STRV Strive 500 ETF 16.5 5 13 5.0 -0.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 16.4 48 -30 6.0 +0.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 16.4 11 7 5.1 -0.1
VTI Vanguard Total Stock Market ETF 16.4 3 15 5.1 -0.1
NANC Unusual Whales Subversive Democratic Trading ETF 16.4 75 -57 3.9 -1.3
PBUS Invesco MSCI USA ETF 16.4 4 14 5.1 -0.1
DFAU Dimensional US Core Equity Market ETF 16.4 12 6 5.3 +0.1
CATH Global X S&P 500 Catholic Values Custom ETF 16.4 29 -11 4.9 -0.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 16.3 15 3 4.8 -0.4
IWV iShares Russell 3000 ETF 16.3 20 -2 5.0 -0.2
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 16.3 49 -31 4.8 -0.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 16.3 3 15 5.1 -0.0
FTC First Trust Large Cap Growth AlphaDEX Fund 16.3 59 -41 2.9 -2.3
VTHR Vanguard Russell 3000 ETF 16.3 10 8 5.1 -0.1
VFQY Vanguard U.S. Quality Factor ETF 16.3 13 5 6.4 +1.3
SCHB Schwab U.S. Broad Market ETF 16.2 3 15 5.2 +0.1
XLG Invesco S&P 500 Top 50 ETF 16.2 20 -2 4.7 -0.5
VOTE TCW Transform 500 ETF 16.2 5 13 5.1 -0.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 16.2 7 11 5.1 -0.1
DCOR Dimensional US Core Equity 1 ETF 16.2 14 4 5.6 +0.4
BKLC BNY Mellon US Large Cap Core Equity ETF 16.1 0 18 5.1 -0.1
QQQ Invesco QQQ Trust Series I 16.1 20 -2 4.2 -0.9
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 16.0 60 -42 4.0 -1.2
IWL iShares Russell Top 200 ETF 16.0 15 3 4.9 -0.3
QQQM Invesco NASDAQ 100 ETF 16.0 15 3 4.3 -0.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 16.0 2 16 5.2 -0.0
USMC Principal U.S. Mega-Cap ETF 15.9 12 6 4.7 -0.5
SCHG Schwab U.S. Large-Cap Growth ETF 15.9 4 14 4.1 -1.1
MGC Vanguard Mega Cap ETF 15.9 7 11 4.9 -0.3
OEF iShares S&P 100 ETF 15.9 20 -2 4.8 -0.4
SFY SoFi Select 500 ETF 15.9 0 18 4.6 -0.5
RFFC ALPS Active Equity Opportunity ETF 15.9 48 -30 4.7 -0.5
EPS WisdomTree U.S. LargeCap Fund 15.8 8 10 6.0 +0.8
FELC Fidelity Enhanced Large Cap Core ETF 15.8 18 0 5.4 +0.3
VLU SPDR S&P 1500 Value Tilt ETF 15.7 12 6 7.8 +2.6
VSLU Applied Finance Valuation Large Cap ETF 15.7 49 -31 5.8 +0.6
KLMN Invesco MSCI North America Climate ETF 15.7 9 9 5.2 +0.1
QTOP iShares Nasdaq Top 30 Stocks ETF 15.7 20 -2 4.4 -0.7
FDG American Century Focused Dynamic Growth ETF 15.6 45 -27 2.1 -3.0
ADME Aptus Drawdown Managed Equity ETF 15.6 79 -61 4.2 -1.0
GSPY Gotham Enhanced 500 ETF 15.6 50 -32 5.5 +0.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 15.6 9 9 5.0 -0.2
LRGF iShares U.S. Equity Factor ETF 15.5 8 10 5.7 +0.6
MMTM SPDR S&P 1500 Momentum Tilt ETF 15.5 12 6 4.7 -0.5
YOKE Yoke Core ETF 15.5 42 -24 4.4 -0.7
PNQI Invesco NASDAQ Internet ETF 15.4 60 -42 3.5 -1.7
ONEQ Fidelity Nasdaq Composite Index ETF 15.4 21 -3 4.0 -1.2
QGRW WisdomTree U.S. Quality Growth Fund 15.3 28 -10 4.3 -0.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 15.3 25 -7 6.0 +0.8
EDOW First Trust Dow 30 Equal Weight ETF 15.3 50 -32 5.3 +0.1
LGDX Intech S&P Large Cap Diversified Alpha ETF 15.3 25 -7 5.3 +0.1
CVLC Calvert US Large-Cap Core Responsible Index ETF 15.2 15 3 5.1 -0.1
FLQL Franklin LibertyQ U.S. Equity ETF 15.2 15 3 5.6 +0.4
DFAC Dimensional U.S. Core Equity 2 ETF 15.2 17 1 5.8 +0.6
TOPT iShares Top 20 U.S. Stocks ETF 15.1 20 -2 4.2 -1.0
LRGE ClearBridge Large Cap Growth ESG ETF 15.1 59 -41 3.9 -1.2
APUE ActivePassive U.S. Equity ETF 15.0 45 -27 4.9 -0.3
ONEO SPDR Russell 1000 Momentum Focus ETF 14.9 20 -2 7.1 +1.9
SHE SPDR MSCI USA Gender Diversity ETF 14.9 20 -2 5.1 -0.1
MTUM iShares MSCI USA Momentum Factor ETF 14.9 15 3 3.6 -1.6
LGRO Level Four Large Cap Growth Active ETF 14.8 55 -37 3.9 -1.3
LRGC AB US Large Cap Strategic Equities ETF 14.8 48 -30 4.8 -0.4
FNDX Schwab Fundamental US Large Co. Index ETF 14.7 25 -7 7.4 +2.2
DIA SPDR Dow Jones Industrial Average ETF Trust 14.6 16 2 5.7 +0.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 14.5 14 4 5.1 -0.0
INRO iShares U.S. Industry Rotation Active ETF 14.5 42 -24 4.9 -0.3
FDN First Trust Dow Jones Internet Index Fund 14.5 52 -34 3.2 -2.0
FDND FT Vest Dow Jones Internet & Target Income ETF 14.5 75 -57 3.0 -2.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 14.3 25 -7 6.0 +0.8
FNDB Schwab Fundamental US Broad Market Index ETF 14.3 25 -7 7.4 +2.3
LCLG Logan Capital Broad Innovative Growth ETF 14.3 99 -81 4.2 -1.0
FQAL Fidelity Quality Factor ETF 14.2 15 3 5.7 +0.6
XMAG Defiance Large Cap ex-Mag 7 ETF 14.2 35 -17 5.3 +0.1
SDEP SFP Core Equity Strategy 14.2 10 8 6.5 +1.3
LVOL American Century Low Volatility ETF 14.2 29 -11 4.9 -0.3
GQQQ Astoria US Quality Growth Kings ETF 14.1 35 -17 4.9 -0.3
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 14.1 45 -27 4.7 -0.5
CFA VictoryShares US 500 Volatility Wtd ETF 14.1 35 -17 5.9 +0.7
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 14.0 40 -22 5.9 +0.7
QUAL iShares MSCI USA Quality Factor ETF 14.0 15 3 5.3 +0.1
SNPG Xtrackers S&P 500 Growth ESG ETF 14.0 15 3 4.6 -0.6
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 14.0 15 3 6.2 +1.0
FSST Fidelity Sustainable U.S. Equity ETF 14.0 59 -41 4.6 -0.6
HDUS Hartford Disciplined US Equity ETF 14.0 19 -1 5.9 +0.8
IMCG iShares Morningstar Mid-Cap Growth ETF 13.9 6 12 4.1 -1.1
AFLG First Trust Active Factor Large Cap ETF 13.8 55 -37 6.2 +1.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 13.8 30 -12 4.7 -0.5
GK AdvisorShares Gerber Kawasaki ETF 13.8 75 -57 2.7 -2.5
QUS SPDR MSCI USA StrategicFactors ETF 13.8 15 3 5.8 +0.6
BGRO iShares Large Cap Growth Active ETF 13.8 55 -37 3.2 -1.9
EGUS iShares ESG Aware MSCI USA Growth ETF 13.7 18 0 4.2 -1.0
SPHQ Invesco S&P 500 Quality ETF 13.7 15 3 5.1 -0.1
MBCC Monarch Blue Chips Core ETF 13.7 125 -107 4.1 -1.1
JGLO JPMorgan Global Select Equity ETF 13.6 33 -15 5.1 -0.1
RECS Columbia Research Enhanced Core ETF 13.6 15 3 6.1 +0.9
LRND IQ U.S. Large Cap R&D Leaders ETF 13.6 14 4 5.9 +0.7
BUZZ VanEck Social Sentiment ETF 13.6 75 -57 -0.3 -5.4
OALC OneAscent Large Cap Core ETF 13.6 86 -68 4.3 -0.9
FEX First Trust Large Cap Core AlphaDEX Fund 13.6 59 -41 6.2 +1.0
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 13.5 60 -42 4.2 -0.9
JPEF JPMorgan Equity Focus ETF 13.5 50 -32 4.5 -0.7
RSP Invesco S&P 500 Equal Weight ETF 13.4 20 -2 6.5 +1.4
EQWL Invesco S&P 100 Equal Weight ETF 13.4 25 -7 6.2 +1.0
ESGU iShares ESG Aware MSCI USA ETF 13.4 15 3 5.0 -0.1
ACVF American Conservative Values ETF 13.3 75 -57 4.5 -0.7
PRF Invesco FTSE RAFI US 1000 ETF 13.3 39 -21 7.1 +1.9
SIZE iShares MSCI USA Size Factor ETF 13.3 15 3 5.9 +0.7
SAMT Strategas Macro Thematic Opportunities ETF 13.2 65 -47 3.1 -2.1
TOK iShares MSCI Kokusai ETF 13.2 26 -8 5.3 +0.1
ROE Astoria US Quality Kings ETF 13.1 49 -31 6.7 +1.5
KOKU Xtrackers MSCI Kokusai Equity ETF 13.1 9 9 5.4 +0.2
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 13.1 15 3 7.3 +2.1
ROUS Hartford Multifactor US Equity ETF 13.1 19 -1 7.2 +2.0
AIEQ AI Powered Equity ETF 13.0 75 -57 5.3 +0.1
VIG Vanguard Dividend Appreciation ETF 13.0 6 12 5.7 +0.6
RJMG FT Raymond James Multicap Growth Equity ETF 13.0 85 -67 2.3 -2.9
USSE Segall Bryant & Hamill Select Equity ETF 13.0 65 -47 4.2 -1.0
VALQ American Century U.S. Quality Value ETF 13.0 29 -11 7.7 +2.6
TTAC FCF US Quality ETF 13.0 59 -41 6.2 +1.1
NACP Impact Shares NAACP Minority Empowerment ETF 13.0 49 -31 5.0 -0.2
IWR iShares Russell Midcap ETF 13.0 19 -1 5.9 +0.8
PFM Invesco Dividend Achievers ETF 13.0 53 -35 5.4 +0.3
EUSA iShares MSCI USA Equal Weighted ETF 12.9 9 9 6.2 +1.0
JEPI JPMorgan Equity Premium Income ETF 12.9 35 -17 5.7 +0.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 12.9 9 9 6.2 +1.0
HLGE Hartford Longevity Economy ETF 12.9 44 -26 6.4 +1.2
JHMM John Hancock Multifactor Mid Cap ETF 12.8 42 -24 6.5 +1.3
FDLO Fidelity Low Volatility Factor ETF 12.7 15 3 5.5 +0.3
ESGG FlexShares STOXX Global ESG Select Index Fund 12.7 42 -24 5.6 +0.4
DEUS Xtrackers Russell US Multifactor ETF 12.7 17 1 7.0 +1.9
HAPI Harbor Human Capital Factor US Large Cap ETF 12.7 36 -18 5.0 -0.2
KRMA Global X Conscious Companies ETF 12.7 43 -25 5.9 +0.7
URTH iShares MSCI World ETF 12.7 24 -6 5.4 +0.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 12.6 64 -46 2.3 -2.9
RPG Invesco S&P 500 Pure Growth ETF 12.6 35 -17 3.3 -1.8
SCHV Schwab U.S. Large-Cap Value ETF 12.5 4 14 6.9 +1.7
QQMG Invesco ESG NASDAQ 100 ETF 12.5 20 -2 4.3 -0.9
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 12.5 60 -42 4.6 -0.6
VNSE Natixis Vaughan Nelson Select ETF 12.5 80 -62 5.1 -0.1
IMCB iShares Morningstar Mid-Cap ETF 12.5 4 14 6.1 +1.0
FVAL Fidelity Value Factor ETF 12.4 15 3 7.2 +2.0
CGGR Capital Group Growth ETF 12.4 39 -21 3.4 -1.8
NZUS SPDR MSCI USA Climate Paris Aligned ETF 12.4 10 8 4.5 -0.7
FDMO Fidelity Momentum Factor ETF 12.4 15 3 3.9 -1.3
GLOF iShares Global Equity Factor ETF 12.3 20 -2 6.9 +1.7
DANA Dana Unconstrained Equity ETF 12.3 50 -32 3.1 -2.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 12.3 10 8 4.5 -0.7
EBI Longview Advantage ETF 12.3 35 -17 6.9 +1.7
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 12.1 30 -12 8.2 +3.0
FLDZ RiverNorth Patriot ETF 12.1 75 -57 5.8 +0.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 12.1 60 -42 7.3 +2.2
IWP iShares Russell Mid-Cap Growth ETF 12.0 23 -5 3.4 -1.8
IBUY Amplify Online Retail ETF 12.0 65 -47 3.0 -2.2
STXD Strive 1000 Dividend Growth ETF 12.0 35 -17 5.0 -0.2
KLMT Invesco MSCI Global Climate 500 ETF 11.8 10 8 6.0 +0.8
OPTZ Optimize Strategy Index ETF 11.7 50 -32 5.1 -0.1
IUSV iShares Core S&P US Value ETF 11.6 4 14 6.7 +1.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 11.6 35 -17 4.2 -0.9
VOOV Vanguard S&P 500 Value ETF 11.6 10 8 6.5 +1.3
IVE iShares S&P 500 Value ETF 11.6 18 0 6.4 +1.2
SPYV SPDR Portfolio S&P 500 Value ETF 11.6 4 14 6.5 +1.3
ITAN Sparkline Intangible Value ETF 11.5 50 -32 6.5 +1.3
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 11.5 58 -40 4.0 -1.2
IETC iShares U.S. Tech Independence Focused ETF 11.4 18 0 3.9 -1.2
ACWI iShares MSCI ACWI ETF 11.4 32 -14 5.8 +0.7
BELT iShares Long-Term U.S. Equity Active ETF 11.4 75 -57 3.3 -1.9
LCF Touchstone US Large Cap Focused ETF 11.4 69 -51 4.5 -0.7
GDIV Harbor Dividend Growth Leaders ETF 11.4 50 -32 5.3 +0.1
DEMZ Democratic Large Cap Core ETF 11.4 45 -27 4.6 -0.5
SNPE Xtrackers S&P 500 ESG ETF 11.3 10 8 5.3 +0.2
DJD Invesco Dow Jones Industrial Average Dividend ETF 11.3 7 11 7.6 +2.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 11.3 20 -2 5.9 +0.8
TOGA Tremblant Global ETF 11.2 69 -51 1.7 -3.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 11.2 10 8 5.4 +0.3
PTL Inspire 500 ETF 11.2 9 9 5.5 +0.3
SNPV Xtrackers S&P 500 Value ESG ETF 11.2 15 3 7.0 +1.8
BKWO BNY Mellon Women's Opportunities ETF 11.2 50 -32 3.8 -1.4
OGIG ALPS O'Shares Global Internet Giants ETF 11.1 48 -30 1.6 -3.5
VYM Vanguard High Dividend Yield Index ETF 11.1 6 12 7.4 +2.2
FFLC Fidelity Fundamental Large Cap Core ETF 11.1 38 -20 4.8 -0.4
ZECP Zacks Earnings Consistent Portfolio ETF 11.1 55 -37 5.0 -0.2
RND First Trust Bloomberg R&D Leaders ETF 11.1 60 -42 3.8 -1.4
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 11.1 5 13 8.1 +3.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 11.0 9 9 6.1 +0.9
ONEV SPDR Russell 1000 Low Volatility Focus ETF 11.0 20 -2 7.6 +2.5
GGRW Gabelli Growth Innovators ETF 11.0 90 -72 2.5 -2.7
DTD WisdomTree U.S. Total Dividend Fund 10.9 28 -10 6.5 +1.3
USMV iShares MSCI USA Min Vol Factor ETF 10.9 15 3 5.5 +0.4
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 10.9 40 -22 6.8 +1.6
ISHP First Trust Nasdaq Retail ETF 10.9 60 -42 5.8 +0.7
VO Vanguard Mid-Cap ETF 10.8 4 14 5.9 +0.7
VT Vanguard Total World Stock ETF 10.8 7 11 6.2 +1.0
INCE Franklin Income Equity Focus ETF 10.8 29 -11 5.7 +0.5
DGRO iShares Core Dividend Growth ETF 10.8 8 10 6.6 +1.4
BEEZ Honeytree U.S. Equity ETF 10.8 64 -46 3.6 -1.6
USXF iShares ESG Advanced MSCI USA ETF 10.8 10 8 4.8 -0.4
QLC FlexShares US Quality Large Cap Index Fund 10.7 25 -7 5.7 +0.5
MAVF Matrix Advisors Value ETF 10.7 75 -57 6.2 +1.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 10.7 7 11 6.3 +1.2
SCHM Schwab U.S. Mid-Cap ETF 10.6 4 14 6.9 +1.7
BFOR ALPS Barron's 400 ETF 10.6 65 -47 6.1 +0.9
NULG Nuveen ESG Large-Cap Growth ETF 10.6 26 -8 3.4 -1.8
DLN WisdomTree U.S. LargeCap Dividend Fund 10.6 28 -10 6.2 +1.0
QWLD SPDR MSCI World StrategicFactors ETF 10.6 30 -12 6.2 +1.0
VOT Vanguard Mid-Cap Growth ETF 10.5 7 11 3.6 -1.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 10.5 20 -2 6.6 +1.5
TIME Clockwise Core Equity & Innovation ETF 10.5 95 -77 2.8 -2.4
VB Vanguard Small-Cap ETF 10.5 5 13 6.3 +1.2
JVAL JPMorgan U.S. Value Factor ETF 10.5 12 6 8.6 +3.5
IWD iShares Russell 1000 Value ETF 10.5 19 -1 6.6 +1.4
VONV Vanguard Russell 1000 Value ETF 10.5 8 10 6.7 +1.5
JOET Virtus Terranova US Quality Momentum ETF 10.4 29 -11 4.8 -0.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 10.4 10 8 5.1 -0.0
FFND Future Fund Active ETF 10.4 100 -82 4.6 -0.6
GVUS Marketbeta Russell 1000 Value Equity ETF 10.4 12 6 6.7 +1.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 10.4 4 14 6.3 +1.2
DVND Touchstone Dividend Select ETF 10.3 67 -49 6.0 +0.8
WUGI AXS Esoterica NextG Economy ETF 10.2 75 -57 2.6 -2.6
BLCR iShares Large Cap Core Active ETF 10.2 36 -18 4.0 -1.2
SUSL iShares ESG MSCI USA Leaders ETF 10.2 10 8 5.1 -0.1
ILCV iShares Morningstar Value ETF 10.2 4 14 6.8 +1.6
IWS iShares Russell Mid-Cap Value ETF 10.2 23 -5 6.9 +1.8
EQAL Invesco Russell 1000 Equal Weight ETF 10.1 20 -2 7.1 +1.9
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 10.1 12 6 5.6 +0.5
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 10.0 56 -38 6.4 +1.2
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 10.0 75 -57 3.1 -2.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 9.9 12 6 5.3 +0.1
FDWM Fidelity Women's Leadership ETF 9.9 59 -41 5.2 0.0
CHGX AXS Change Finance ESG ETF 9.9 49 -31 4.9 -0.3
STXM Strive Mid-Cap ETF 9.8 18 0 6.5 +1.3
CGUS Capital Group Core Equity ETF 9.8 33 -15 4.6 -0.6
FLRG Fidelity U.S. Multifactor ETF 9.8 15 3 7.0 +1.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 9.7 65 -47 3.4 -1.7
SXQG ETC 6 Meridian Quality Growth ETF 9.7 100 -82 4.4 -0.8
FTCS First Trust Capital Strength ETF 9.7 55 -37 5.6 +0.5
USMF WisdomTree U.S. Multifactor Fund 9.7 28 -10 6.7 +1.5
PCGG Polen Capital Global Growth ETF 9.6 85 -67 3.7 -1.5
GINN Goldman Sachs Innovate Equity ETF 9.6 52 -34 4.1 -1.0
BDIV AAM Brentview Dividend Growth ETF 9.6 49 -31 4.7 -0.5
LSAF LeaderShares AlphaFactor US Core Equity ETF 9.6 75 -57 7.3 +2.2
BGDV Bahl & Gaynor Dividend ETF 9.5 45 -27 4.9 -0.3
COWZ Pacer US Cash Cows 100 ETF 9.5 49 -31 9.5 +4.3
TMFG Motley Fool Global Opportunities ETF 9.5 85 -67 3.8 -1.4
PSET Principal Quality ETF 9.5 15 3 5.4 +0.2
QDEF FlexShares Quality Dividend Defensive Index Fund 9.5 37 -19 6.2 +1.1
FDCF Fidelity Disruptive Communications ETF 9.5 50 -32 3.3 -1.9
WRND IQ Global Equity R&D Leaders ETF 9.4 18 0 8.9 +3.7
IOO iShares Global 100 ETF 9.3 41 -23 5.2 +0.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 9.3 18 0 7.8 +2.6
QLTY GMO U.S. Quality ETF 9.3 50 -32 4.9 -0.3
LOWV AB US Low Volatility Equity ETF 9.3 48 -30 5.2 +0.1
JAVA JPMorgan Active Value ETF 9.2 44 -26 6.6 +1.4
BMVP Invesco Bloomberg MVP Multi-factor ETF 9.2 29 -11 6.1 +0.9
EATZ AdvisorShares Restaurant ETF 9.2 101 -83 6.5 +1.3
ONLN ProShares Online Retail ETF 9.2 58 -40 3.4 -1.7
AESR Anfield U.S. Equity Sector Rotation ETF 9.2 108 -90 3.4 -1.8
SPGP Invesco S&P 500 GARP ETF 9.1 34 -16 9.5 +4.3
DSI iShares MSCI KLD 400 Social ETF 9.1 25 -7 5.1 -0.1
MAGA Point Bridge America First ETF 9.1 72 -54 6.0 +0.8
VTV Vanguard Value ETF 9.0 4 14 7.1 +1.9
SUSA iShares MSCI USA ESG Select ETF 9.0 25 -7 4.9 -0.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 9.0 15 3 4.4 -0.8
FDTX Fidelity Disruptive Technology ETF 9.0 50 -32 2.8 -2.4
TECB iShares U.S. Tech Breakthrough Multisector ETF 9.0 40 -22 3.8 -1.4
RGEF Rockefeller Global Equity ETF 9.0 55 -37 5.1 -0.1
GVIP Goldman Sachs Hedge Industry VIP ETF 9.0 45 -27 3.4 -1.8
VFMO Vanguard U.S. Momentum Factor ETF 9.0 13 5 3.2 -2.0
ITB iShares U.S. Home Construction ETF 8.9 40 -22 12.3 +7.1
VFMF Vanguard U.S. Multifactor ETF 8.9 18 0 8.3 +3.1
MDY SPDR S&P Midcap 400 ETF Trust 8.9 24 -6 7.4 +2.3
IJH iShares Core S&P Mid-Cap ETF 8.9 5 13 7.6 +2.5
IVOO Vanguard S&P Mid-Cap 400 ETF 8.8 10 8 7.6 +2.4
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 8.8 3 15 7.6 +2.5
EQIN Columbia US Equity Income ETF 8.8 35 -17 7.0 +1.8
FDRR Fidelity Dividend ETF for Rising Rates 8.8 15 3 7.6 +2.5
QDF FlexShares Quality Dividend Index Fund 8.8 37 -19 6.5 +1.3
FMDE Fidelity Enhanced Mid Cap ETF 8.8 23 -5 5.9 +0.7
FELV Fidelity Enhanced Large Cap Value ETF 8.8 18 0 6.9 +1.7
RAFE PIMCO RAFI ESG U.S. ETF 8.7 29 -11 7.5 +2.3
RAYD Rayliant Quantitative Developed Market Equity ETF 8.7 80 -62 4.6 -0.5
IWX iShares Russell Top 200 Value ETF 8.6 20 -2 6.4 +1.2
VSDA VictoryShares Dividend Accelerator ETF 8.6 35 -17 7.0 +1.9
GVLU Gotham 1000 Value ETF 8.6 50 -32 9.1 +4.0
VXF Vanguard Extended Market ETF 8.6 6 12 5.0 -0.2
ONEY SPDR Russell 1000 Yield Focus ETF 8.6 20 -2 9.8 +4.6
ANEW ProShares MSCI Transformational Changes ETF 8.6 45 -27 6.2 +1.0
KOCG FIS Knights of Columbus Global Belief ETF 8.5 75 -57 5.1 -0.1
JMEE JPMorgan Market Expansion Enhanced Equity ETF 8.5 24 -6 8.0 +2.9
ESMV iShares ESG MSCI USA Min Vol Factor ETF 8.5 18 0 5.6 +0.5
EQRR ProShares Equities for Rising Rates ETF 8.5 35 -17 8.3 +3.2
SMMD iShares Russell 2500 ETF 8.5 15 3 6.6 +1.4
LEAD Siren DIVCON Leaders Dividend ETF 8.5 43 -25 4.3 -0.8
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 8.5 52 -34 5.5 +0.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 8.5 58 -40 5.4 +0.2
GRNY Fundstrat Granny Shots US Large Cap ETF 8.5 75 -57 3.3 -1.9
SIXA ETC 6 Meridian Mega Cap Equity ETF 8.4 80 -62 7.0 +1.8
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 8.4 65 -47 3.7 -1.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 8.3 35 -17 6.1 +0.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 8.3 17 1 6.1 +0.9
GOP Unusual Whales Subversive Republican Trading ETF 8.3 50 -32 6.1 +0.9
MGV Vanguard Mega Cap Value ETF 8.3 7 11 6.8 +1.6
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 8.3 25 -7 5.2 +0.1
YALL God Bless America ETF 8.2 65 -47 3.7 -1.4
FUNL CornerCap Fundametrics Large-Cap ETF 8.2 50 -32 7.5 +2.3
FTGS First Trust Growth Strength ETF 8.2 60 -42 5.0 -0.2
NULC Nuveen ESG Large-Cap ETF 8.2 21 -3 4.9 -0.3
ALTL Pacer Lunt Large Cap Alternator ETF 8.2 60 -42 5.0 -0.2
SPLV Invesco S&P 500 Low Volatility ETF 8.2 25 -7 5.2 +0.1
DGT SPDR Global Dow ETF 8.2 50 -32 7.5 +2.3
STXV Strive 1000 Value ETF 8.2 18 0 8.3 +3.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 8.2 24 -6 8.2 +3.0
ACWV iShares MSCI Global Min Vol Factor ETF 8.1 20 -2 5.8 +0.7
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 8.0 60 -42 6.2 +1.0
PKB Invesco Building & Construction ETF 8.0 62 -44 4.6 -0.6
XHB SPDR S&P Homebuilders ETF 8.0 35 -17 11.5 +6.3
DUSA Davis Select U.S. Equity ETF 8.0 61 -43 7.7 +2.5
SFYX SoFi Next 500 ETF 8.0 0 18 5.9 +0.7
CGGO Capital Group Global Growth Equity ETF 7.8 47 -29 4.9 -0.3
DIVB iShares Core Dividend ETF 7.7 5 13 7.9 +2.7
FPAG FPA Global Equity ETF 7.7 49 -31 6.1 +0.9
ISCB iShares Morningstar Small-Cap ETF 7.7 4 14 6.3 +1.2
QNXT iShares Nasdaq-100 ex Top 30 ETF 7.7 20 -2 4.2 -1.0
XJH iShares ESG Screened S&P Mid-Cap ETF 7.7 12 6 7.3 +2.2
NULV Nuveen ESG Large-Cap Value ETF 7.7 26 -8 6.4 +1.2
SMLF iShares U.S. SmallCap Equity Factor ETF 7.7 15 3 6.5 +1.4
PY Principal Value ETF 7.7 15 3 7.4 +2.3
NOBL ProShares S&P 500 Dividend Aristocrats ETF 7.6 35 -17 6.0 +0.9
HOMZ Hoya Capital Housing ETF 7.6 30 -12 8.8 +3.7
CRTC Xtrackers US National Critical Technologies ETF 7.6 35 -17 5.1 -0.1
QLV FlexShares US Quality Low Volatility Index Fund 7.6 22 -4 5.7 +0.5
EVUS iShares ESG Aware MSCI USA Value ETF 7.5 18 0 6.9 +1.8
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 7.5 60 -42 5.9 +0.7
REVS Columbia Research Enhanced Value ETF 7.4 19 -1 7.9 +2.7
RWK Invesco S&P MidCap 400 Revenue ETF 7.4 39 -21 9.8 +4.6
SCHD Schwab US Dividend Equity ETF 7.4 6 12 9.9 +4.7
CCMG CCM Global Equity ETF 7.4 34 -16 8.8 +3.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 7.3 15 3 7.5 +2.4
BOUT Innovator IBD Breakout Opportunities ETF 7.3 81 -63 3.1 -2.1
DARP Grizzle Growth ETF 7.3 75 -57 3.8 -1.4
FMTM MarketDesk Focused U.S. Momentum ETF 7.3 45 -27 5.1 -0.1
DIVL Madison Dividend Value ETF 7.3 65 -47 5.8 +0.7
TMDV ProShares Russell US Dividend Growers ETF 7.2 35 -17 6.4 +1.3
AOTG AOT Growth and Innovation ETF 7.2 75 -57 2.0 -3.2
BRIF FIS Bright Portfolios Focused Equity ETF 7.2 65 -47 4.6 -0.5
TMFX Motley Fool Next Index ETF 7.2 50 -32 2.8 -2.4
IJK iShares S&P Mid-Cap 400 Growth ETF 7.2 17 1 6.0 +0.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 7.2 15 3 6.0 +0.8
MDYG SPDR S&P 400 Mid Cap Growth ETF 7.2 15 3 6.0 +0.8
EZM WisdomTree U.S. MidCap Fund 7.2 38 -20 9.4 +4.2
FSMD Fidelity Small-Mid Multifactor ETF 7.1 15 3 7.3 +2.1
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 7.1 15 3 6.4 +1.2
ETHO Etho Climate Leadership U.S. ETF 7.1 47 -29 5.6 +0.5
VBR Vanguard Small Cap Value ETF 7.1 7 11 9.4 +4.2
VFMV Vanguard U.S. Minimum Volatility ETF 7.1 13 5 5.7 +0.5
SRHQ SRH U.S. Quality ETF 7.1 35 -17 7.5 +2.3
HUSV First Trust Horizon Managed Volatility Domestic ETF 7.0 70 -52 4.6 -0.5
SDY SPDR S&P Dividend ETF 7.0 35 -17 6.5 +1.4
DSTL Distillate US Fundamental Stability & Value ETF 7.0 39 -21 8.4 +3.2
VERS ProShares Metaverse ETF 7.0 58 -40 -0.3 -5.5
NBDS Neuberger Berman Disrupters ETF 7.0 55 -37 0.8 -4.4
SPMV Invesco S&P 500 Minimum Variance ETF 6.9 10 8 5.3 +0.2
VBK Vanguard Small-Cap Growth ETF 6.9 7 11 1.9 -3.2
GURU Global X Guru Index ETF 6.9 75 -57 4.1 -1.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 6.9 15 3 6.1 +1.0
RVER Trenchless Fund ETF 6.9 65 -47 3.3 -1.9
ABFL Abacus FCF Leaders ETF 6.9 59 -41 5.4 +0.2
RFDA RiverFront Dynamic US Dividend Advantage ETF 6.8 52 -34 7.0 +1.8
RDVY First Trust Rising Dividend Achievers ETF 6.8 50 -32 7.6 +2.4
WTV WisdomTree US Value Fund of Benef Interest 6.7 12 6 9.3 +4.1
XNTK SPDR NYSE Technology ETF 6.7 35 -17 3.9 -1.2
AIQ Global X Artificial Intelligence & Technology ETF 6.6 68 -50 4.2 -1.0
NUDV Nuveen ESG Dividend ETF 6.5 26 -8 7.5 +2.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 6.5 79 -61 5.1 -0.1
FBCV Fidelity Blue Chip Value ETF 6.4 59 -41 7.5 +2.3
SHRY First Trust Bloomberg Shareholder Yield ETF 6.4 60 -42 7.9 +2.7
SWP SWP Growth & Income ETF 6.4 99 -81 4.5 -0.7
LST Leuthold Select Industries ETF 6.3 91 -73 5.6 +0.5
IMCV iShares Morningstar Mid-Cap Value ETF 6.3 6 12 8.4 +3.2
WISE Themes Generative Artificial Intelligence ETF 6.3 35 -17 0.5 -4.7
SURE AdvisorShares Insiders Advantage ETF 6.3 90 -72 9.9 +4.8
HLAL Wahed FTSE USA Shariah ETF 6.2 50 -32 5.0 -0.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 6.2 15 3 8.2 +3.0
XLSR SPDR SSGA U.S. Sector Rotation ETF 6.2 70 -52 0.0 -5.2
PWV Invesco Large Cap Value ETF 6.2 55 -37 7.5 +2.3
ARKF ARK Fintech Innovation ETF 6.1 75 -57 -0.4 -5.6
METV Roundhill Ball Metaverse ETF 6.1 59 -41 7.4 +2.2
ULVM VictoryShares US Value Momentum ETF 6.1 20 -2 7.4 +2.3
CGDV Capital Group Dividend Value ETF 6.1 33 -15 4.8 -0.3
DFAS Dimensional U.S. Small Cap ETF 6.1 26 -8 6.8 +1.6
MGRO VanEck Morningstar Wide Moat Growth ETF 6.0 49 -31 4.4 -0.7
SPHB Invesco S&P 500 High Beta ETF 5.9 25 -7 4.9 -0.3
PRAY FIS Christian Stock Fund 5.9 69 -51 5.4 +0.2
FAB First Trust Multi Cap Value AlphaDEX Fund 5.9 67 -49 10.5 +5.3
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 5.8 27 -9 7.0 +1.9
AUSF Global X Adaptive U.S. Factor ETF 5.8 27 -9 9.3 +4.1
ISCV iShares Morningstar Small Cap Value ETF 5.8 6 12 9.7 +4.5
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 5.6 35 -17 7.1 +2.0
DON WisdomTree U.S. MidCap Dividend Fund 5.6 38 -20 8.9 +3.8
HKND Humankind US Stock ETF 5.5 11 7 7.4 +2.2
PEXL Pacer US Export Leaders ETF 5.5 60 -42 5.0 -0.2
PEJ Invesco Leisure and Entertainment ETF 5.5 58 -40 1.1 -4.1
WLDR Affinity World Leaders Equity ETF 5.5 67 -49 7.9 +2.7
RUNN Running Oak Efficient Growth ETF 5.4 58 -40 4.8 -0.4
ISCG iShares Morningstar Small-Cap Growth ETF 5.4 6 12 2.9 -2.3
VEGN US Vegan Climate ETF 5.3 60 -42 4.6 -0.5
TRFM AAM Transformers ETF 5.3 49 -31 1.7 -3.5
BGIG Bahl & Gaynor Income Growth ETF 5.3 45 -27 5.5 +0.4
ICAP InfraCap Equity Income Fund ETF 5.3 171 -153 7.0 +1.9
FCPI Fidelity Stocks for Inflation ETF 5.3 15 3 7.6 +2.4
EBIZ Global X E-Commerce ETF 5.3 50 -32 4.2 -1.0
FTA First Trust Large Cap Value AlphaDEX Fund 5.2 59 -41 9.3 +4.2
ARKW ARK Next Generation Internet ETF 5.2 87 -69 -0.6 -5.8
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 5.1 15 3 7.5 +2.3
FNX First Trust Mid Cap Core AlphaDEX Fund 5.1 60 -42 7.8 +2.7
MBOX Freedom Day Dividend ETF 5.1 39 -21 7.6 +2.4
QUVU Hartford Quality Value ETF 5.1 46 -28 7.3 +2.1
FDVV Fidelity High Dividend ETF 5.1 15 3 8.1 +2.9
LRNZ TrueShares Technology, AI & Deep Learning ETF 5.1 69 -51 -0.6 -5.7
FNDA Schwab Fundamental US Small Co. Index ETF 5.1 25 -7 8.2 +3.0
SIXL ETC 6 Meridian Low Beta Equity ETF 5.1 80 -62 6.1 +0.9
DFUV Dimensional US Marketwide Value ETF 5.0 22 -4 8.0 +2.8
DURA VanEck Durable High Dividend ETF 5.0 29 -11 8.7 +3.5
DFLV Dimensional US Large Cap Value ETF 5.0 22 -4 8.2 +3.0
QQQJ Invesco NASDAQ Next Gen 100 ETF 5.0 15 3 5.4 +0.2
ARKK ARK Innovation ETF 4.9 75 -57 -2.8 -8.0
IJJ iShares S&P Mid-Cap 400 Value ETF 4.9 18 0 9.2 +4.0
MDYV SPDR S&P 400 Mid Cap Value ETF 4.9 15 3 9.2 +4.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 4.8 65 -47 8.2 +3.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 4.8 15 3 9.2 +4.1
RPV Invesco S&P 500 Pure Value ETF 4.8 35 -17 10.8 +5.7
MOTE VanEck Morningstar ESG Moat ETF 4.8 49 -31 5.8 +0.6
FCOM Fidelity MSCI Communication Services Index ETF 4.8 8 10 5.0 -0.2
VOX Vanguard Communication Services ETF 4.8 10 8 5.0 -0.2
YLDE ClearBridge Dividend Strategy ESG ETF 4.7 60 -42 5.9 +0.7
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 4.7 50 -32 8.3 +3.1
JHDV John Hancock U.S. High Dividend ETF 4.7 34 -16 6.9 +1.7
ARTY iShares Future AI & Tech ETF 4.7 47 -29 3.6 -1.6
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 4.6 49 -31 3.8 -1.4
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 4.6 39 -21 3.8 -1.4
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 4.6 40 -22 6.2 +1.0
VOE Vanguard Mid-Cap Value ETF 4.6 7 11 7.8 +2.6
SCHA Schwab U.S. Small-Cap ETF 4.5 4 14 6.5 +1.3
NUSC Nuveen ESG Small-Cap ETF 4.5 31 -13 5.6 +0.4
DWLD Davis Select Worldwide ETF 4.5 63 -45 7.6 +2.5
CLOD Themes Cloud Computing ETF 4.5 35 -17 3.0 -2.2
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 4.4 40 -22 5.7 +0.5
WFH Direxion Work From Home ETF 4.4 45 -27 3.9 -1.3
XPND First Trust Expanded Technology ETF 4.4 65 -47 4.1 -1.1
IXP iShares Global Comm Services ETF 4.4 42 -24 6.3 +1.1
XLC Communication Services Select Sector SPDR Fund 4.4 8 10 5.3 +0.1
CHAT Roundhill Generative AI & Technology ETF 4.4 75 -57 7.0 +1.8
GINX SGI Enhanced Global Income ETF 4.4 98 -80 7.4 +2.2
LUX Tema Luxury ETF 4.3 75 -57 4.3 -0.8
SKYY First Trust Cloud Computing ETF 4.3 60 -42 3.0 -2.2
JGRW Jensen Quality Growth ETF 4.3 57 -39 4.5 -0.6
QDIV Global X S&P 500 Quality Dividend ETF 4.2 20 -2 8.5 +3.3
BUL Pacer US Cash Cows Growth ETF 4.2 60 -42 6.1 +1.0
TOLL Tema Monopolies and Oligopolies ETF 4.2 75 -57 3.7 -1.4
FVD First Trust Value Line Dividend Index Fund 4.2 65 -47 6.2 +1.1
AFMC First Trust Active Factor Mid Cap ETF 4.2 65 -47 8.7 +3.5
RCGE RockCreek Global Equality ETF 4.2 95 -77 6.4 +1.3
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 4.1 61 -43 1.4 -3.8
PKW Invesco Buyback Achievers ETF 4.1 62 -44 7.6 +2.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 4.1 60 -42 10.1 +4.9
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 4.1 60 -42 10.1 +4.9
VFVA Vanguard U.S. Value Factor ETF 4.1 13 5 11.5 +6.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 4.1 39 -21 6.7 +1.5
BLCV iShares Large Cap Value Active ETF 4.0 53 -35 7.5 +2.3
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 4.0 20 -2 5.7 +0.5
QMOM Alpha Architect U.S. Quantitative Momentum ETF 4.0 39 -21 3.7 -1.5
BEDZ AdvisorShares Hotel ETF 3.9 100 -82 7.1 +2.0
IYK iShares U.S. Consumer Staples ETF 3.9 40 -22 6.1 +0.9
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 3.9 68 -50 0.3 -4.9
ARKX ARK Space Exploration & Innovation ETF 3.9 75 -57 -0.4 -5.5
WTAI WisdomTree Artificial Intelligence and Innovation Fund 3.8 45 -27 3.0 -2.2
VIS Vanguard Industrials ETF 3.8 10 8 4.7 -0.5
SDOG ALPS Sector Dividend Dogs ETF 3.8 36 -18 9.5 +4.3
LGCF Themes US Cash Flow Champions ETF 3.8 30 -12 8.5 +3.3
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.7 55 -37 4.3 -0.9
FIDU Fidelity MSCI Industrial Index ETF 3.7 8 10 4.6 -0.6
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.7 20 -2 5.0 -0.1
DIVG Invesco S&P 500 High Dividend Growers ETF 3.7 39 -21 8.6 +3.4
TAX Cambria Tax Aware ETF 3.7 49 -31 5.2 -0.0
MDLV Morgan Dempsey Large Cap Value ETF 3.7 58 -40 7.6 +2.4
DFNV Donoghue Forlines Innovation ETF 3.7 69 -51 4.4 -0.8
SPVU Invesco S&P 500 Enhanced Value ETF 3.7 13 5 10.2 +5.0
TMAT Main Thematic Innovation ETF 3.6 164 -146 -1.5 -6.7
IGM iShares Expanded Tech Sector ETF 3.6 41 -23 4.2 -1.0
GGME Invesco Next Gen Media and Gaming ETF 3.6 60 -42 4.5 -0.6
FCTE SMI 3Fourteen Full-Cycle Trend ETF 3.6 85 -67 8.3 +3.1
ARKQ ARK Autonomous Technology & Robotics ETF 3.5 75 -57 0.5 -4.7
RSPN Invesco S&P 500 Equal Weight Industrials ETF 3.5 40 -22 4.9 -0.2
XLI Industrial Select Sector SPDR Fund 3.5 8 10 4.4 -0.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 3.5 30 -12 6.8 +1.7
EXI iShares Global Industrials ETF 3.5 42 -24 4.6 -0.5
MOAT VanEck Morningstar Wide Moat ETF 3.5 46 -28 5.9 +0.7
FBOT Fidelity Disruptive Automation ETF 3.4 50 -32 3.8 -1.4
WCEO Hypatia Women CEO ETF 3.4 85 -67 4.8 -0.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 3.4 49 -31 4.3 -0.9
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 3.4 60 -42 8.2 +3.0
PBJ Invesco Food & Beverage ETF 3.4 57 -39 4.8 -0.4
BEEX BeeHive ETF 3.4 84 -66 4.7 -0.5
OND ProShares On-Demand ETF 3.3 58 -40 0.8 -4.4
BWEB Bitwise Web3 ETF 3.3 85 -67 0.2 -5.0
USCF Themes US Cash Flow Champions ETF 3.2 29 -11 9.1 +4.0
BLES Inspire Global Hope ETF 3.2 61 -43 6.9 +1.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 3.2 15 3 9.4 +4.3
TBG TBG Dividend Focus ETF 3.2 59 -41 8.0 +2.8
LQPE PEO AlphaQuest Thematic PE ETF 3.2 125 -107 6.6 +1.5
IYW iShares U.S. Technology ETF 3.1 40 -22 4.2 -1.0
XDAT Franklin Exponential Data ETF 3.1 50 -32 2.0 -3.1
AGQI First Trust Active Global Quality Income ETF 3.1 85 -67 5.0 -0.2
HDV iShares Core High Dividend ETF 3.1 8 10 7.0 +1.8
PPTY US Diversified Real Estate ETF 3.1 53 -35 7.6 +2.5
XMMO Invesco S&P MidCap Momentum ETF 3.1 34 -16 5.5 +0.4
FXG First Trust Consumer Staples AlphaDEX Fund 3.0 63 -45 7.9 +2.7
ARVR First Trust Indxx Metaverse ETF 3.0 70 -52 4.4 -0.8
FEGE First Eagle Global Equity ETF 3.0 79 -61 7.2 +2.0
SMOT VanEck Morningstar SMID Moat ETF 3.0 49 -31 6.9 +1.7
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 3.0 48 -30 8.3 +3.1
RNMC First Trust Mid Cap US Equity Select ETF 3.0 60 -42 6.2 +1.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.0 70 -52 2.9 -2.3
FLOW Global X U.S. Cash Flow Kings 100 ETF 3.0 25 -7 11.8 +6.7
CZAR Themes Natural Monopoly ETF 2.9 35 -17 5.6 +0.4
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.9 35 -17 5.3 +0.2
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 2.8 35 -17 7.9 +2.8
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 2.8 38 -20 7.9 +2.7
FXL First Trust Technology AlphaDEX Fund 2.8 61 -43 5.7 +0.5
FNK First Trust Mid Cap Value AlphaDEX Fund 2.8 70 -52 11.7 +6.5
DTEC ALPS Disruptive Technologies ETF 2.8 50 -32 3.8 -1.4
IYJ iShares U.S. Industrials ETF 2.8 40 -22 4.5 -0.6
BNGE First Trust S-Network Streaming and Gaming ETF 2.7 70 -52 3.2 -2.0
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 2.7 57 -39 3.9 -1.3
XITK SPDR FactSet Innovative Technology ETF 2.7 45 -27 0.4 -4.8
CVAR Cultivar ETF 2.7 87 -69 7.2 +2.0
SPVM Invesco S&P 500 Value with Momentum ETF 2.6 39 -21 8.5 +3.3
CGDG Capital Group Dividend Growers ETF 2.6 47 -29 6.3 +1.2
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 2.6 61 -43 6.8 +1.7
FFSM Fidelity Fundamental Small-Mid Cap ETF 2.6 43 -25 6.3 +1.1
TPHD Timothy Plan High Dividend Stock ETF 2.6 52 -34 7.0 +1.8
TPHE Timothy Plan High Dividend Stock Enhanced ETF 2.6 54 -36 7.3 +2.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 2.6 35 -17 8.1 +2.9
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.6 95 -77 0.6 -4.6
NUMG Nuveen ESG Mid-Cap Growth ETF 2.5 31 -13 2.5 -2.7
DHS WisdomTree U.S. High Dividend Fund 2.5 38 -20 8.3 +3.2
JSTC Adasina Social Justice All Cap Global ETF 2.5 89 -71 4.5 -0.7
USRD Themes US R&D Champions ETF 2.5 29 -11 5.0 -0.2
RNSC Furst Trust Small Cap US Equity Select ETF 2.5 60 -42 5.9 +0.8
NUMV Nuveen ESG Mid-Cap Value ETF 2.5 31 -13 7.1 +1.9
SMRI Bushido Capital US Equity ETF 2.5 71 -53 9.5 +4.3
VLUE iShares MSCI USA Value Factor ETF 2.4 15 3 10.2 +5.0
JHSC John Hancock Multifactor Small Cap ETF 2.4 42 -24 7.0 +1.8
KONG Formidable Fortress ETF 2.4 89 -71 5.9 +0.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 2.4 25 -7 8.2 +3.1
HART IQ Healthy Hearts ETF 2.3 45 -27 6.6 +1.4
STXK Strive Small-Cap ETF 2.3 18 0 6.4 +1.3
BKSE BNY Mellon US Small Cap Core Equity ETF 2.3 4 14 6.3 +1.2
HAPY Harbor Human Capital Factor Unconstrained ETF 2.3 50 -32 5.7 +0.5
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.3 65 -47 3.2 -2.0
DFAT Dimensional U.S. Targeted Value ETF 2.3 28 -10 10.0 +4.8
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.3 80 -62 8.1 +2.9
MVAL VanEck Morningstar Wide Moat Value ETF 2.3 49 -31 6.6 +1.4
SMAP Amplify Small-Mid Cap Equity ETF 2.2 60 -42 5.5 +0.4
FMET Fidelity Metaverse ETF 2.2 39 -21 5.2 +0.0
IVES Wedbush ETFMG Global Cloud Technology ETF 2.2 68 -50 8.3 +3.2
AIVC Amplify Bloomberg AI Value Chain ETF 2.2 59 -41 6.5 +1.3
ABOT Abacus FCF Innovation Leaders ETF 2.2 69 -51 4.4 -0.8
KOMP SPDR S&P Kensho New Economies Composite ETF 2.1 20 -2 3.5 -1.7
MOTG VanEck Morningstar Global Wide Moat ETF 2.1 52 -34 6.9 +1.7
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.1 60 -42 7.8 +2.6
VFH Vanguard Financials ETF 2.1 10 8 6.5 +1.3
PTF Invesco Dorsey Wright Technology Momentum ETF 2.1 60 -42 1.3 -3.9
FNCL Fidelity MSCI Financials Index ETF 2.1 8 10 6.4 +1.2
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 2.1 75 -57 5.3 +0.1
DEW WisdomTree Global High Dividend Fund 2.1 58 -40 8.8 +3.6
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.1 52 -34 6.0 +0.9
FFTY Innovator IBD 50 ETF 2.1 80 -62 -0.4 -5.5
TMFM Motley Fool Mid-Cap Growth ETF 2.0 85 -67 3.6 -1.5
FCLD Fidelity Cloud Computing ETF 2.0 39 -21 3.1 -2.1
IVRS iShares Future Metaverse Tech and Communications ETF 2.0 47 -29 2.8 -2.4
SOCL Global X Social Media ETF 2.0 65 -47 12.3 +7.2
DRUP GraniteShares Nasdaq Select Disruptors ETF 2.0 60 -42 4.1 -1.1
IGPT Invesco AI and Next Gen Software ETF 2.0 60 -42 4.8 -0.4
AWAY ETFMG Travel Tech ETF 2.0 76 -58 -0.1 -5.3
CSMD Congress SMid Growth ETF 2.0 69 -51 4.0 -1.2
AFSM First Trust Active Factor Small Cap ETF 2.0 75 -57 7.7 +2.5
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.9 49 -31 9.7 +4.5
CLOU Global X Cloud Computing ETF 1.9 68 -50 1.9 -3.3
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 1.9 75 -57 4.4 -0.8
IYT iShares US Transportation ETF 1.8 40 -22 5.2 +0.0
XTN SPDR S&P Transportation ETF 1.8 35 -17 5.8 +0.6
TXS Texas Capital Texas Equity Index ETF 1.8 49 -31 5.8 +0.6
PEY Invesco High Yield Equity Dividend Achievers ETF 1.8 52 -34 10.2 +5.0
BLOK Amplify Transformational Data Sharing ETF 1.8 75 -57 0.3 -4.9
IWM iShares Russell 2000 ETF 1.8 19 -1 4.7 -0.4
VTWO Vanguard Russell 2000 ETF 1.8 10 8 4.7 -0.4
RSSL Global X Russell 2000 ETF 1.8 8 10 4.7 -0.5
SAGP Strategas Global Policy Opportunities ETF 1.7 65 -47 5.4 +0.2
XMHQ Invesco S&P MidCap Quality ETF 1.7 25 -7 6.8 +1.7
UDI USCF Dividend Income Fund 1.7 65 -47 8.4 +3.2
MVPA Miller Value Partners Appreciation ETF 1.7 60 -42 8.5 +3.3
TPSC Timothy Plan US Small Cap Core ETF 1.7 52 -34 7.1 +1.9
BPAY BlackRock Future Financial and Technology ETF 1.7 70 -52 7.3 +2.2
DVY iShares Select Dividend ETF 1.7 38 -20 9.4 +4.2
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.7 60 -42 6.9 +1.8
FTDS First Trust Dividend Strength ETF 1.6 70 -52 7.8 +2.7
FESM Fidelity Enhanced Small Cap ETF 1.6 28 -10 8.1 +2.9
LOUP Innovator Deepwater Frontier Tech ETF 1.6 70 -52 1.4 -3.8
SATO Invesco Alerian Galaxy Crypto Economy ETF 1.6 61 -43 -2.2 -7.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.6 20 -2 6.1 +0.9
OCEN IQ Clean Oceans ETF 1.5 45 -27 6.6 +1.4
FDFF Fidelity Disruptive Finance ETF 1.5 50 -32 4.0 -1.1
NIXT Research Affiliates Deletions ETF 1.5 9 9 5.8 +0.6
IWO iShares Russell 2000 Growth ETF 1.5 24 -6 1.4 -3.8
VTWG Vanguard Russell 2000 Growth ETF 1.5 15 3 1.5 -3.7
OSCV Opus Small Cap Value ETF 1.5 79 -61 6.9 +1.7
BIBL Inspire 100 ETF 1.5 35 -17 5.3 +0.1
RFV Invesco S&P Midcap 400 Pure Value ETF 1.5 35 -17 14.0 +8.8
AVUV Avantis U.S. Small Cap Value ETF 1.5 25 -7 10.5 +5.4
FPX First Trust US Equity Opportunities ETF 1.4 61 -43 1.1 -4.1
IJR iShares Core S&P Small Cap ETF 1.4 6 12 8.0 +2.9
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.4 3 15 8.1 +2.9
VIOO Vanguard S&P Small-Cap 600 ETF 1.4 10 8 8.0 +2.9
QVAL Alpha Architect US Quantitative Value ETF 1.4 39 -21 10.0 +4.8
CALF Pacer US Small Cap Cash Cows 100 ETF 1.4 59 -41 11.5 +6.4
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.4 39 -21 10.0 +4.8
XMVM Invesco S&P MidCap Value with Momentum ETF 1.4 39 -21 9.8 +4.7
FSCS First Trust SMID Capital Strength ETF 1.4 60 -42 6.9 +1.7
MDCP VictoryShares THB Mid Cap ESG ETF 1.4 55 -37 5.8 +0.7
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.4 40 -22 7.2 +2.1
DFSV Dimensional US Small Cap Value ETF 1.3 31 -13 10.8 +5.7
IXG iShares Global Financials ETF 1.3 42 -24 6.8 +1.6
XLF Financial Select Sector SPDR Fund 1.3 8 10 5.8 +0.7
XMLV Invesco S&P MidCap Low Volatility ETF 1.3 25 -7 7.8 +2.6
GRPM Invesco S&P MidCap 400 GARP ETF 1.3 35 -17 9.4 +4.3
FDRV Fidelity Electric Vehicles and Future Transportation ETF 1.3 39 -21 -1.2 -6.4
HAIL SPDR S&P Kensho Smart Mobility ETF 1.3 45 -27 2.6 -2.6
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.3 39 -21 6.1 +0.9
PSC Principal U.S. Small-Cap ETF 1.3 38 -20 7.0 +1.9
RSPF Invesco S&P 500 Equal Weight Financials ETF 1.3 40 -22 6.8 +1.7
GLRY Inspire Faithward Mid Cap Momentum ETF 1.2 80 -62 6.3 +1.2
IWTR iShares MSCI Water Management Multisector ETF 1.2 47 -29 6.0 +0.8
SPDV AAM S&P 500 High Dividend Value ETF 1.2 29 -11 10.9 +5.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.2 9 9 4.7 -0.5
DSMC Distillate Small/Mid Cash Flow ETF 1.2 55 -37 13.5 +8.3
BITQ Bitwise Crypto Industry Innovators ETF 1.2 85 -67 -2.6 -7.8
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.2 75 -57 4.9 -0.2
XJR iShares ESG Screened S&P Small-Cap ETF 1.2 12 6 7.6 +2.5
VFLO VictoryShares Free Cash Flow ETF 1.2 39 -21 10.9 +5.7
FDLS Inspire Fidelis Multi Factor ETF 1.2 76 -58 5.1 -0.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.2 15 3 8.1 +3.0
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 1.2 65 -47 5.2 -0.0
COWS Amplify Cash Flow Dividend Leaders ETF 1.2 0 18 12.6 +7.4
PSR Invesco Active U.S. Real Estate Fund 1.2 35 -17 7.2 +2.1
CVY Invesco Zacks Multi-Asset Income ETF 1.2 106 -88 12.3 +7.2
PAWZ ProShares Pet Care ETF 1.1 50 -32 3.7 -1.5
FINX Global X FinTech ETF 1.1 68 -50 2.5 -2.7
LYLD Cambria Large Cap Shareholder Yield ETF 1.1 59 -41 9.9 +4.7
VAMO Cambria Value & Momentum ETF 1.1 61 -43 6.7 +1.5
FTXG First Trust Nasdaq Food & Beverage ETF 1.1 60 -42 6.7 +1.6
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 1.1 29 -11 11.0 +5.8
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.1 38 -20 6.2 +1.0
IYG iShares US Financial Services ETF 1.1 40 -22 5.5 +0.3
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.1 60 -42 5.9 +0.7
TDV ProShares S&P Technology Dividend Aristocrats ETF 1.0 45 -27 5.5 +0.3
FDL First Trust Morningstar Dividend Leaders Index Fund 1.0 45 -27 9.5 +4.4
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 1.0 75 -57 5.8 +0.7
ESIX SPDR S&P SmallCap 600 ESG ETF 1.0 12 6 8.6 +3.5
IPDP Dividend Performers ETF 1.0 122 -104 4.9 -0.3
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.0 35 -17 9.8 +4.6
FDIG Fidelity Crypto Industry and Digital Payments ETF 1.0 39 -21 -1.0 -6.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.0 29 -11 8.9 +3.8
SYLD Cambria Shareholder Yield ETF 1.0 59 -41 11.8 +6.7
GCOW Pacer Global Cash Cows Dividend ETF 0.9 60 -42 11.1 +5.9
BETZ Roundhill Sports Betting & iGaming ETF 0.9 75 -57 2.2 -3.0
STCE Schwab Crypto Thematic ETF 0.9 30 -12 1.4 -3.7
IJT iShares S&P Small-Cap 600 Growth ETF 0.9 18 0 5.7 +0.5
SLYG SPDR S&P 600 Small Cap Growth ETF 0.9 15 3 5.7 +0.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.9 15 3 5.8 +0.6
ZIG Acquirers Fund 0.9 84 -66 20.5 +15.3
PFI Invesco Dorsey Wright Financial Momentum ETF 0.9 60 -42 6.4 +1.2
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.9 65 -47 -1.5 -6.7
BJK VanEck Gaming ETF 0.8 65 -47 4.3 -0.9
IQRA IQ CBRE Real Assets ETF 0.8 65 -47 5.7 +0.5
ISMD Inspire Small/Mid Cap ETF 0.8 54 -36 6.1 +1.0
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.8 75 -57 3.2 -2.0
SPYD SPDR Portfolio S&P 500 High Dividend ETF 0.8 7 11 9.9 +4.7
FTXR First Trust Nasdaq Transportation ETF 0.8 60 -42 9.5 +4.4
OCFS Otter Creek Focus Strategy ETF 0.8 85 -67 3.7 -1.5
IBLC iShares Blockchain and Tech ETF 0.8 47 -29 -3.4 -8.6
WBIY WBI Power Factor High Dividend ETF 0.8 100 -82 17.1 +12.0
ODDS Pacer BlueStar Digital Entertainment ETF 0.7 60 -42 2.3 -2.9
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.7 35 -17 4.3 -0.9
IQM Franklin Intelligent Machines ETF 0.7 50 -32 2.3 -2.9
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.7 39 -21 10.8 +5.6
IJS iShares S&P Small-Cap 600 Value ETF 0.7 18 0 10.5 +5.3
SLYV SPDR S&P 600 Small Cap Value ETF 0.7 15 3 10.5 +5.3
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.7 15 3 10.5 +5.3
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.7 55 -37 10.6 +5.5
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.7 12 6 7.5 +2.4
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 0.7 60 -42 3.8 -1.4
IWN iShares Russell 2000 Value ETF 0.6 24 -6 8.1 +3.0
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.6 70 -52 4.8 -0.4
VTWV Vanguard Russell 2000 Value ETF 0.6 15 3 8.1 +3.0
FYX First Trust Small Cap Core AlphaDEX Fund 0.6 61 -43 6.6 +1.4
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.6 49 -31 12.3 +7.2
DES WisdomTree U.S. SmallCap Dividend Fund 0.6 38 -20 9.6 +4.4
HAPS Harbor Human Capital Factor US Small Cap ETF 0.6 60 -42 4.3 -0.9
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.6 60 -42 2.1 -3.1
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.6 35 -17 9.6 +4.4
PTEC Global X PropTech ETF 0.6 50 -32 1.6 -3.5
WCLD WisdomTree Cloud Computing Fund 0.6 45 -27 1.4 -3.8
COPY Tweedy, Browne Insider + Value ETF 0.5 80 -62 12.6 +7.4
IGV iShares Expanded Tech-Software Sector ETF 0.5 41 -23 2.7 -2.5
VICE AdvisorShares Vice ETF 0.5 99 -81 6.4 +1.2
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.5 55 -37 4.7 -0.5
CWS AdvisorShares Focused Equity ETF 0.5 84 -66 4.8 -0.4
JETS U.S. Global Jets ETF 0.5 60 -42 3.8 -1.4
XSW SPDR S&P Software & Services ETF 0.5 35 -17 1.8 -3.4
HWAY Themes US Infrastructure ETF 0.5 29 -11 6.7 +1.5
AFK VanEck Africa Index ETF 0.5 98 -80 12.3 +7.2
XT iShares Exponential Technologies ETF 0.5 46 -28 5.6 +0.4
ABLD Abacus FCF Real Assets Leaders ETF 0.5 69 -51 6.7 +1.6
ECML Euclidean Fundamental Value ETF 0.5 95 -77 13.1 +7.9
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 0.5 30 -12 8.9 +3.7
WTRE WisdomTree New Economy Real Estate Fund 0.5 58 -40 9.0 +3.9
CZA Invesco Zacks Mid-Cap ETF 0.5 72 -54 6.5 +1.3
FTEC Fidelity MSCI Information Technology Index ETF 0.5 8 10 4.3 -0.9
IXN iShares Global Tech ETF 0.5 41 -23 4.1 -1.1
RSPT Invesco S&P 500 Equal Weight Technology ETF 0.5 40 -22 5.6 +0.5
VGT Vanguard Information Technology ETF 0.5 10 8 4.3 -0.9
XLK Technology Select Sector SPDR Fund 0.5 8 10 4.8 -0.4
KROP Global X AgTech & Food Innovation ETF 0.4 50 -32 6.3 +1.1
BKCH Global X Blockchain ETF 0.4 50 -32 -4.0 -9.2
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.4 35 -17 10.7 +5.5
TMFS Motley Fool Small-Cap Growth ETF 0.4 85 -67 3.4 -1.8
XSMO Invesco S&P SmallCap Momentum ETF 0.4 39 -21 5.8 +0.6
FYT First Trust Small Cap Value AlphaDEX Fund 0.4 73 -55 11.6 +6.4
XSHQ Invesco S&P SmallCap Quality ETF 0.4 29 -11 8.3 +3.1
PRN Invesco Dorsey Wright Industrials Momentum ETF 0.4 60 -42 3.7 -1.5
ESPO VanEck Video Gaming and eSports ETF 0.4 56 -38 4.4 -0.7
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.4 35 -17 11.4 +6.2
EES WisdomTree U.S. SmallCap Fund 0.4 38 -20 9.3 +4.2
AZTD Aztlan Global Stock Selection DM SMID ETF 0.4 75 -57 8.0 +2.8
PAVE Global X U.S. Infrastructure Development ETF 0.4 47 -29 5.7 +0.6
FREL Fidelity MSCI Real Estate Index ETF 0.4 8 10 7.5 +2.3
VNQ Vanguard Real Estate ETF 0.4 12 6 7.4 +2.2
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 0.3 60 -42 9.4 +4.2
ACTV LeaderShares Activist Leaders ETF 0.3 75 -57 5.5 +0.4
DIVZ TrueShares Low Volatility Equity Income ETF 0.3 65 -47 6.6 +1.4
ROSC Hartford Multifactor Small Cap ETF 0.3 34 -16 10.1 +4.9
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 0.3 85 -67 0.0 -5.2
AIRL Themes Airlines ETF 0.3 35 -17 3.3 -1.8
FXZ First Trust Materials AlphaDEX Fund 0.3 61 -43 11.5 +6.3
IYM iShares U.S. Basic Materials ETF 0.3 40 -22 6.9 +1.7
RSHO Tema American Reshoring ETF 0.3 75 -57 4.9 -0.3
KNO AXS Knowledge Leaders ETF 0.3 78 -60 6.1 +0.9
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.3 38 -20 10.5 +5.3
DAPP VanEck Digital Transformation ETF 0.3 50 -32 0.0 -5.2
IYR iShares U.S. Real Estate ETF 0.3 40 -22 7.3 +2.1
AVRE Avantis Real Estate ETF 0.3 17 1 7.1 +1.9
FRI First Trust S&P REIT Index Fund 0.3 50 -32 7.3 +2.1
SCHH Schwab U.S. REIT ETF 0.3 7 11 7.9 +2.7
USRT iShares Core U.S. REIT ETF 0.3 8 10 7.6 +2.5
DFAR Dimensional US Real Estate ETF 0.3 19 -1 7.8 +2.7
DFGR Dimensional Global Real Estate ETF 0.3 22 -4 7.4 +2.3
REAI Intelligent Real Estate ETF 0.3 59 -41 13.0 +7.9
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.3 50 -32 5.9 +0.8
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.3 47 -29 9.8 +4.6
CBSE Clough Select Equity ETF 0.2 85 -67 1.4 -3.8
AVSC Avantis U.S Small Cap Equity ETF 0.2 25 -7 6.3 +1.1
DIVS SmartETFs Dividend Builder ETF 0.2 65 -47 5.0 -0.2
SUPL ProShares Supply Chain Logistics ETF 0.2 58 -40 10.7 +5.6
SHPP Pacer Industrials and Logistics ETF 0.2 60 -42 8.3 +3.2
FLV American Century Focused Large Cap Value ETF 0.2 42 -24 6.8 +1.6
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 0.2 40 -22 4.3 -0.9
IYF iShares U.S. Financials ETF 0.2 40 -22 6.1 +0.9
KCE SPDR S&P Capital Markets ETF 0.2 35 -17 5.9 +0.7
HERO Global X Video Games & Esports ETF 0.2 50 -32 4.2 -1.0
NERD Roundhill Video Games ETF 0.2 50 -32 3.4 -1.8
RBLD First Trust Alerian US NextGen Infrastructure ETF 0.2 65 -47 5.1 -0.1
SVAL iShares US Small Cap Value Factor ETF 0.2 20 -2 11.2 +6.0
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 0.2 11 7 7.8 +2.6
NURE Nuveen Short-Term REIT ETF 0.2 35 -17 7.6 +2.4
RDOG ALPS REIT Dividend Dogs ETF 0.2 35 -17 9.1 +3.9
REET iShares Global REIT ETF 0.2 14 4 7.5 +2.3
RWO SPDR Dow Jones Global Real Estate ETF 0.2 50 -32 7.0 +1.8
RWR SPDR Dow Jones REIT ETF 0.2 25 -7 7.4 +2.2
ERET iShares Environmentally Aware Real Estate ETF 0.2 30 -12 7.5 +2.3
IRET iREIT - MarketVector Quality REIT Index ETF 0.2 60 -42 7.5 +2.4
DEEP Roundhill Acquirers Deep Value ETF 0.2 80 -62 18.6 +13.4
FHLC Fidelity MSCI Health Care Index ETF 0.2 8 10 6.5 +1.3
FXH First Trust Health Care AlphaDEX Fund 0.2 62 -44 8.7 +3.5
IYH iShares U.S. Healthcare ETF 0.2 40 -22 7.1 +1.9
VHT Vanguard Health Care ETF 0.2 10 8 6.3 +1.1
XHS SPDR S&P Health Care Services ETF 0.2 35 -17 3.5 -1.7
GQRE FlexShares Global Quality Real Estate Index Fund 0.2 45 -27 7.8 +2.6
ICF iShares Cohen & Steers REIT ETF 0.2 33 -15 7.7 +2.5
FYC First Trust Small Cap Growth AlphaDEX Fund 0.2 71 -53 0.5 -4.7
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.2 36 -18 12.3 +7.2
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.2 46 -28 10.6 +5.5
HAP VanEck Natural Resources ETF 0.2 50 -32 10.1 +4.9
MOO VanEck Agribusiness ETF 0.2 53 -35 10.5 +5.4
WDNA WisdomTree BioRevolution Fund 0.2 45 -27 -1.7 -6.9
CCNR ALPS CoreCommodity Natural Resources ETF 0.2 39 -21 12.1 +6.9
APIE ActivePassive International Equity ETF 0.2 45 -27 7.6 +2.5
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.1 59 -41 6.3 +1.2
XSLV Invesco S&P SmallCap Low Volatility ETF 0.1 25 -7 7.8 +2.7
PRNT 3D Printing ETF 0.1 66 -48 1.4 -3.8
DRLL Strive U.S. Energy ETF 0.1 41 -23 10.4 +5.3
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 0.1 40 -22 7.5 +2.4
IFRA iShares U.S. Infrastructure ETF 0.1 30 -12 6.5 +1.3
IVRA Invesco Real Assets ESG ETF 0.1 59 -41 5.9 +0.7
XLRE Real Estate Select Sector SPDR Fund 0.1 8 10 7.4 +2.2
JPRE JPMorgan Realty Income ETF 0.1 50 -32 7.4 +2.3
VGSR Vert Global Sustainable Real Estate ETF 0.1 47 -29 7.2 +2.0
SQLV Royce Quant Small-Cap Quality Value ETF 0.1 60 -42 10.0 +4.9
FPRO Fidelity Real Estate Investment ETF 0.1 59 -41 6.3 +1.2
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 0.1 29 -11 4.6 -0.6
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.1 30 -12 12.3 +7.1
FOVL iShares Focused Value Factor ETF 0.1 25 -7 10.1 +4.9
SMCF Themes US Small Cap Cash Flow Champions ETF 0.1 29 -11 13.2 +8.0
IHF iShares U.S. Healthcare Providers ETF 0.1 40 -22 7.9 +2.7
JSML Janus Henderson Small Cap Growth Alpha ETF 0.1 30 -12 8.1 +2.9
ABLS Abacus FCF Small Cap Leaders ETF 0.1 59 -41 6.2 +1.0
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 0.1 60 -42 7.1 +2.0
IXJ iShares Global Healthcare ETF 0.1 42 -24 7.2 +2.1
RSPH Invesco S&P 500 Equal Weight Health Care ETF 0.1 40 -22 7.8 +2.7
XLV Health Care Select Sector SPDR Fund 0.1 8 10 7.8 +2.6
JRE Janus Henderson U.S. Real Estate ETF 0.1 65 -47 7.5 +2.3
PSCF Invesco S&P SmallCap Financials ETF 0.1 29 -11 9.7 +4.5
BYRE Principal Real Estate Active Opportunities ETF 0.1 65 -47 6.2 +1.0
FIW First Trust Water ETF 0.1 53 -35 4.8 -0.4
QQQS Invesco NASDAQ Future Gen 200 ETF 0.1 20 -2 -3.6 -8.8
BCDF Horizon Kinetics Blockchain Development ETF 0.1 85 -67 4.0 -1.2
BUG Global X Cybersecurity ETF 0.1 51 -33 2.7 -2.5
CIBR First Trust NASDAQ Cybersecurity ETF 0.1 60 -42 3.9 -1.3
FITE SPDR S&P Kensho Future Security ETF 0.1 45 -27 2.3 -2.9
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.1 70 -52 4.9 -0.2
FPXI First Trust International Equity Opportunities ETF 0.1 70 -52 3.6 -1.6
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 0.1 60 -42 2.8 -2.4
FTAG First Trust Indxx Global Agriculture ETF 0.1 70 -52 8.4 +3.2
SIXS ETC 6 Meridian Small Cap Equity ETF 0.1 89 -71 10.4 +5.3
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.1 56 -38 12.3 +7.1
DIV Global X SuperDividend US ETF 0.1 45 -27 12.1 +6.9
GSFP Goldman Sachs Future Planet Equity ETF 0.1 75 -57 4.7 -0.5
SMOG VanEck Low Carbon Energy ETF 0.1 61 -43 1.6 -3.6
CCSO Carbon Collective Climate Solutions US Equity ETF 0.1 35 -17 1.2 -4.0
SMDV ProShares Russell 2000 Dividend Growers ETF 0.1 40 -22 7.5 +2.3
FINE Themes European Luxury ETF 0.0 35 -17 6.7 +1.6
DTAN Sparkline International Intangible Value ETF 0.0 55 -37 8.4 +3.2
PSCI Invesco S&P SmallCap Industrials ETF 0.0 29 -11 5.8 +0.6
VEGI iShares MSCI Agriculture Producers ETF 0.0 39 -21 8.6 +3.4
SDIV Global X Superdividend ETF 0.0 58 -40 42.2 +37.0
AVSD Avantis Responsible International Equity ETF 0.0 23 -5 5.9 +0.7

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
iShares U.S. Consumer Focused ETF
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

UNDERWEIGHT

Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 36.9 %
Divided by: Fwd. P/BV 6.9 x
Less: Expense ratio 18 bp
Equals: ALTAR Score 5.2 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

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

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

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

 

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