iShares U.S. Pharmaceuticals ETF
ALTAR
Score™		 6.7% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 18.6x P/Sales
ratio		 3.7x
P/BV
ratio		 3.3x Div.
yield		 1.8%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
iShares Dow Jones US Pharmaceuticals Index Fund seeks investment results that correspond to the price and yield of the Dow Jones US Select Pharmaceuticals Index.

FUND BASICS
Category US Equities
Fund Sponsor Barclays Global Fund Advisors
Website www.ishares.com
Inception date May 01, 2006
Assets (mns) $828
Currency USD
Expense ratio 40 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 43
Wgt avg mkt cap (mns) $388,013
Large cap (>$10bn) 76.8%
Mid cap ($2-10bn) 14.3%
Small cap (<$2bn) 8.9%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
ELI LILLY & CO 25.6 %
JOHNSON & JOHNSON 22.7 %
MERCK & CO. INC. 4.5 %
VIATRIS, INC. 4.3 %
BRISTOL-MYERS SQUIBB CO 4.2 %
ROYALTY PHARMA PLC CLASS A 4.0 %
PFIZER INC 4.0 %
ELANCO ANIMAL HEALTH, INC. 3.3 %
JAZZ PHARMACEUTICALS PLC 3.2 %
ZOETIS INC 3.0 %
Total 78.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 94.0 %
IRELAND 3.8 %
SINGAPORE 0.6 %
CAYMAN ISLANDS 0.2 %







HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru November 30)
Year-to-date 1 year 5 years 10 years Since Incep.
31.6% 25.3% 10.2% 6.3% 10.3%

Market Correlations
versus... Beta R-squared
S&P500 0.50 24%
MSCI EAFE 0.66 29%
MSCI Emg. Mkts. 0.44 15%

Technical Indicators
Recent close $84.10
30d moving avg. $81.35
Annualized volatility 14.2%
Short interest (ETF) 5.1%
Short interest (Underlying) 2.8%
Relative strength (RSI) 67

Liquidity measures
Avg. volume (thou.) 138
Turnover 1.4%
Bid/Ask (% of price) 0.06%
ADV underlying (mns) $5,307

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 699 potential alternatives to the iShares U.S. Pharmaceuticals ETF ETF based on the alternatives' overlap in portfolio holdings with IHE. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IHE Expense: 40 bp ALTAR Score™: 6.7%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IHE
Ticker Fund
Name		 Overlap1
vs IHE
(%)		 Expense
ratio
(bp)		 Savings
vs IHE
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IHE
(%)
PPH VanEck Pharmaceutical ETF 46.9 36 4 7.9 +1.2
XPH State Street SPDR S&P Pharmaceuticals ETF 44.9 35 5 1.1 -5.6
PJP Invesco Pharmaceuticals ETF 37.9 57 -17 7.8 +1.1
FTXH First Trust Nasdaq Pharmaceuticals ETF 36.6 60 -20 8.3 +1.6
XLV The Health Care Select Sector SPDR Fund 33.9 8 32 7.1 +0.4
IYH iShares U.S. Healthcare ETF 33.7 40 0 6.4 -0.4
MEDX Horizon Kinetics Medical ETF 33.7 85 -45 1.4 -5.3
VHT Vanguard Health Care ETF 27.6 9 31 5.6 -1.1
FHLC Fidelity MSCI Health Care Index ETF 26.1 8 32 5.8 -0.9
IXJ iShares Global Healthcare ETF 24.2 42 -2 6.7 +0.0
THNR Amplify Weight Loss Drug & Treatment ETF 24.2 59 -19 7.2 +0.5
OZEM Roundhill GLP-1 & Weight Loss ETF 22.1 59 -19 5.3 -1.4
HRTS Tema Heart & Health ETF 19.5 75 -35 2.3 -4.4
JDOC JPMorgan Healthcare Leaders ETF 19.2 65 -25 3.9 -2.8
HART IQ Healthy Hearts ETF 18.0 45 -5 6.1 -0.6
CANC Tema Oncology ETF 15.5 75 -35 -2.4 -9.1
PINK Simplify Health Care ETF 15.0 50 -10 0.8 -5.9
LRND IQ U.S. Large Cap R&D Leaders ETF 12.8 14 26 5.1 -1.6
AGNG Global X Aging Population ETF 12.4 50 -10 4.6 -2.1
FDL First Trust Morningstar Dividend Leaders Index Fund 12.1 45 -5 10.7 +4.0
HDV iShares Core High Dividend ETF 12.1 8 32 7.2 +0.5
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 11.8 29 11 7.0 +0.3
GDOC Goldman Sachs Future Health Care Equity ETF 11.7 75 -35 2.7 -4.0
RSPH Invesco S&P 500 Equal Weight Health Care ETF 11.6 40 0 7.5 +0.8
DIVN Horizon Dividend Income ETF 11.3 70 -30 7.7 +1.0
FXH First Trust Health Care AlphaDEX Fund 11.2 62 -22 8.1 +1.4
BGIG Bahl & Gaynor Income Growth ETF 10.9 45 -5 5.2 -1.5
MVAL VanEck Morningstar Wide Moat Value ETF 10.8 49 -9 7.0 +0.3
DURA VanEck Durable High Dividend ETF 10.5 29 11 7.4 +0.7
DHS WisdomTree U.S. High Dividend Fund 10.3 38 2 8.1 +1.4
DJD Invesco Dow Jones Industrial Average Dividend ETF 9.8 7 33 7.6 +0.9
MEDI Harbor Health Care ETF 9.8 80 -40 -1.5 -8.2
FLV American Century Focused Large Cap Value ETF 9.5 42 -2 6.8 +0.1
AVIE Avantis  Inflation Focused Equity ETF 9.3 25 15 7.2 +0.4
DUHP Dimensional US High Profitability ETF 9.1 21 19 6.4 -0.4
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 8.9 15 25 5.0 -1.7
PSCH Invesco S&P SmallCap Health Care ETF 8.9 29 11 3.6 -3.1
SCHD Schwab US Dividend Equity ETF 8.7 6 34 10.0 +3.3
GCOW Pacer Global Cash Cows Dividend ETF 8.7 60 -20 10.4 +3.7
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 8.6 30 10 10.3 +3.6
TBG TBG Dividend Focus ETF 8.5 59 -19 7.9 +1.2
OUSA ALPS O'Shares U.S. Quality Dividend ETF 8.4 48 -8 6.2 -0.5
RAFE PIMCO RAFI ESG U.S. ETF 8.4 29 11 6.9 +0.2
WBIY WBI Power Factor High Dividend ETF 8.1 100 -60 13.2 +6.5
SPDV AAM S&P 500 High Dividend Value ETF 8.1 29 11 11.9 +5.2
QLTY GMO U.S. Quality ETF 8.0 50 -10 4.7 -2.0
WDNA WisdomTree BioRevolution Fund 8.0 45 -5 -1.9 -8.6
PAWZ ProShares Pet Care ETF 7.8 50 -10 3.8 -2.9
UDI USCF Dividend Income Fund 7.7 65 -25 8.0 +1.3
DFNV Donoghue Forlines Innovation ETF 7.6 69 -29 4.6 -2.1
EDOW First Trust Dow 30 Equal Weight ETF 7.6 50 -10 5.4 -1.3
VIG Vanguard Dividend Appreciation ETF 7.4 5 35 5.6 -1.1
QDIV Global X S&P 500 Quality Dividend ETF 7.4 20 20 9.0 +2.3
HKND Humankind US Stock ETF 7.3 11 29 7.1 +0.4
DGRO iShares Core Dividend Growth ETF 7.2 8 32 6.6 -0.1
FCPI Fidelity Stocks for Inflation ETF 7.1 15 25 8.1 +1.4
PFM Invesco Dividend Achievers ETF 7.0 53 -13 5.4 -1.3
IBBQ Invesco Nasdaq Biotechnology ETF 7.0 19 21 0.1 -6.6
STXD Strive 1000 Dividend Growth ETF 6.9 35 5 5.1 -1.6
QLV FlexShares US Quality Low Volatility Index Fund 6.9 22 18 5.8 -0.9
DUNK Dana Unconstrained Equity ETF 6.8 75 -35 2.5 -4.2
SFLO VictoryShares Small Cap Free Cash Flow ETF 6.8 49 -9 11.4 +4.7
DSTL Distillate US Fundamental Stability & Value ETF 6.8 39 1 8.6 +1.9
XT iShares Exponential Technologies ETF 6.7 46 -6 5.0 -1.7
MDLV Morgan Dempsey Large Cap Value ETF 6.7 58 -18 7.1 +0.4
STRN SMART Trend 25 ETF 6.7 59 -19 3.5 -3.2
TOPT iShares Top 20 U.S. Stocks ETF 6.7 20 20 4.0 -2.7
SDOG ALPS Sector Dividend Dogs ETF 6.6 36 4 9.5 +2.8
MOAT VanEck Morningstar Wide Moat ETF 6.6 46 -6 6.2 -0.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 6.5 35 5 6.1 -0.6
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 6.5 15 25 6.6 -0.1
USRD Themes US R&D Champions ETF 6.5 29 11 4.8 -1.9
QUAL iShares MSCI USA Quality Factor ETF 6.5 15 25 5.3 -1.4
VALQ American Century U.S. Quality Value ETF 6.4 29 11 8.0 +1.3
QDEF FlexShares Quality Dividend Defensive Index Fund 6.3 37 3 6.3 -0.4
RVER Trenchless Fund ETF 6.3 65 -25 3.2 -3.5
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 6.2 59 -19 6.4 -0.3
COWZ Pacer US Cash Cows 100 ETF 6.2 49 -9 8.4 +1.7
WRND IQ Global Equity R&D Leaders ETF 6.2 18 22 7.8 +1.1
CSTK Invesco Comstock Contrarian Equity ETF 6.2 35 5 6.8 +0.1
NUDV Nuveen ESG Dividend ETF 6.1 26 14 7.6 +0.9
STXV Strive 1000 Value ETF 6.0 18 22 8.2 +1.5
USCF Themes US Cash Flow Champions ETF 6.0 29 11 8.5 +1.8
QVAL Alpha Architect US Quantitative Value ETF 6.0 39 1 10.1 +3.4
MODL VictoryShares WestEnd U.S. Sector ETF 6.0 42 -2 4.7 -2.0
TTAC FCF US Quality ETF 6.0 59 -19 6.2 -0.5
DLN WisdomTree U.S. LargeCap Dividend Fund 6.0 28 12 6.1 -0.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 6.0 32 8 5.0 -1.7
RND First Trust Bloomberg R&D Leaders ETF 6.0 60 -20 3.2 -3.5
QUS State Street SPDR MSCI USA StrategicFactors ETF 5.9 15 25 5.8 -1.0
FLOW Global X U.S. Cash Flow Kings 100 ETF 5.9 25 15 12.0 +5.3
SYNB Putnam BioRevolution ETF 5.9 70 -30 2.6 -4.2
PEY Invesco High Yield Equity Dividend Achievers ETF 5.9 52 -12 9.7 +3.0
SBIO ALPS Medical Breakthroughs ETF 5.8 50 -10 0.0 -6.7
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 5.8 59 -19 10.0 +3.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 5.8 29 11 6.5 -0.2
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 5.8 7 33 10.9 +4.2
BDIV AAM Brentview Dividend Growth ETF 5.8 49 -9 4.4 -2.3
FUNL CornerCap Fundametrics Large-Cap ETF 5.8 50 -10 7.1 +0.4
HAPI Harbor Human Capital Factor US Large Cap ETF 5.7 36 4 5.0 -1.7
SUSL iShares ESG MSCI USA Leaders ETF 5.7 10 30 5.0 -1.7
MGV Vanguard Mega Cap Value ETF 5.7 7 33 6.5 -0.2
VUSE Vident U.S. Equity Strategy ETF 5.6 50 -10 4.4 -2.3
LFSC F/m Emerald Life Sciences Innovation ETF 5.5 79 -39 0.0 -6.7
QDF FlexShares Quality Dividend Index Fund 5.5 37 3 6.4 -0.4
BGDV Bahl & Gaynor Dividend ETF 5.5 45 -5 4.8 -1.9
FDRR Fidelity Dividend ETF for Rising Rates 5.5 15 25 6.9 +0.2
AUSF Global X Adaptive U.S. Factor ETF 5.4 27 13 8.8 +2.1
GDIV Harbor Dividend Growth Leaders ETF 5.4 50 -10 5.3 -1.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 5.4 10 30 5.1 -1.6
DTD WisdomTree U.S. Total Dividend Fund 5.3 28 12 6.4 -0.3
VFLO VictoryShares Free Cash Flow ETF 5.3 39 1 10.0 +3.3
GNOM Global X Genomics & Biotechnology ETF 5.3 50 -10 -3.2 -9.9
RFFC ALPS Active Equity Opportunity ETF 5.3 48 -8 4.6 -2.2
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 5.3 19 21 5.6 -1.2
USMC Principal U.S. Mega-Cap ETF 5.2 12 28 4.6 -2.1
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 5.2 10 30 4.3 -2.4
EQWL Invesco S&P 100 Equal Weight ETF 5.2 25 15 6.2 -0.5
MOO VanEck Agribusiness ETF 5.2 53 -13 10.5 +3.8
ESGG FlexShares STOXX Global ESG Select Index Fund 5.2 42 -2 5.3 -1.4
ITAN Sparkline Intangible Value ETF 5.1 50 -10 6.6 -0.1
LGCF Themes US Cash Flow Champions ETF 5.1 30 10 8.1 +1.4
SQLV Royce Quant Small-Cap Quality Value ETF 5.1 60 -20 9.3 +2.6
BBP Virtus LifeSci Biotech Products ETF 5.1 79 -39 -1.9 -8.6
XMAG Defiance Large Cap ex-Mag 7 ETF 5.0 35 5 5.2 -1.5
PTH Invesco Dorsey Wright Healthcare Momentum ETF 5.0 60 -20 -1.0 -7.7
FLRG Fidelity U.S. Multifactor ETF 5.0 15 25 7.1 +0.4
IOO iShares Global 100 ETF 5.0 41 -1 4.7 -2.0
VFMV Vanguard U.S. Minimum Volatility ETF 5.0 13 27 6.0 -0.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 5.0 10 30 4.3 -2.5
FVAL Fidelity Value Factor ETF 4.9 15 25 6.8 +0.1
IWX iShares Russell Top 200 Value ETF 4.9 20 20 6.1 -0.6
ZECP Zacks Earnings Consistent Portfolio ETF 4.9 55 -15 4.9 -1.8
VYM Vanguard High Dividend Yield Index ETF 4.9 6 34 7.1 +0.3
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 4.9 49 -9 6.2 -0.5
USCL iShares Climate Conscious & Transition MSCI USA ETF 4.9 8 32 5.0 -1.7
VLUE iShares MSCI USA Value Factor ETF 4.9 15 25 9.4 +2.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 4.9 45 -5 4.6 -2.1
FTCE First Trust New Constructs Core Earnings Leaders ETF 4.9 60 -20 5.4 -1.3
SMRI Bushido Capital US Equity ETF 4.8 71 -31 10.0 +3.3
PWV Invesco Large Cap Value ETF 4.8 55 -15 7.6 +0.9
DFLV Dimensional US Large Cap Value ETF 4.8 22 18 7.5 +0.8
DVND Touchstone Dividend Select ETF 4.8 67 -27 5.6 -1.1
DIVG Invesco S&P 500 High Dividend Growers ETF 4.8 39 1 8.5 +1.8
DIVL Madison Dividend Value ETF 4.8 65 -25 5.4 -1.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 4.8 56 -16 6.3 -0.4
OEI Optimized Equity Income ETF 4.7 75 -35 4.0 -2.7
FFND Future Fund Active ETF 4.7 100 -60 3.9 -2.9
TECB iShares U.S. Tech Breakthrough Multisector ETF 4.7 40 0 3.9 -2.8
SNPG Xtrackers S&P 500 Growth ESG ETF 4.6 15 25 4.7 -2.0
DFUV Dimensional US Marketwide Value ETF 4.6 22 18 7.4 +0.7
JGRW Jensen Quality Growth ETF 4.6 57 -17 4.7 -2.0
USMV iShares MSCI USA Min Vol Factor ETF 4.6 15 25 5.8 -0.9
HELX Franklin Genomic Advancements ETF 4.6 50 -10 -0.4 -7.1
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 4.6 49 -9 4.3 -2.4
DFVX Dimensional US Large Cap Vector ETF 4.6 22 18 6.4 -0.4
IDNA iShares Genomics Immunology and Healthcare ETF 4.5 47 -7 -2.7 -9.4
RJDI RJ Eagle GCM Dividend Select Income ETF 4.5 55 -15 5.5 -1.2
ROSC Hartford Multifactor Small Cap ETF 4.5 34 6 8.8 +2.1
PBE Invesco Biotechnology & Genome ETF 4.5 58 -18 2.2 -4.5
JHDV John Hancock U.S. High Dividend ETF 4.5 34 6 6.9 +0.2
PRXV Praxis Impact Large Cap Value ETF 4.4 36 4 6.7 -0.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 4.4 7 33 5.2 -1.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.4 18 22 5.8 -0.9
SFGV Sequoia Global Value ETF 4.4 23 17 8.2 +1.5
NANC Unusual Whales Subversive Democratic Trading ETF 4.4 75 -35 3.6 -3.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 4.3 95 -55 -0.4 -7.1
OEF iShares S&P 100 ETF 4.3 20 20 4.5 -2.2
EPS WisdomTree U.S. LargeCap Fund 4.3 8 32 5.8 -0.9
HGRO Hedgeye Quality Growth ETF 4.3 70 -30 3.7 -3.0
FMKT The Free Markets ETF 4.3 76 -36 4.3 -2.4
FYC First Trust Small Cap Growth AlphaDEX Fund 4.3 71 -31 -1.4 -8.1
DIVZ TrueShares Low Volatility Equity Income ETF 4.3 65 -25 6.5 -0.2
VTV Vanguard Value ETF 4.3 4 36 6.8 +0.1
GVIP Goldman Sachs Hedge Industry VIP ETF 4.2 45 -5 3.3 -3.4
SPXT ProShares S&P 500 Ex-Technology ETF 4.2 9 31 5.6 -1.1
INCE Franklin Income Equity Focus ETF 4.2 29 11 5.8 -0.9
DIVB iShares Core Dividend ETF 4.2 5 35 8.2 +1.5
QGRO American Century U.S. Quality Growth ETF 4.1 29 11 3.9 -2.8
SEMG Suncoast Select Growth ETF 4.1 60 -20 4.5 -2.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4.1 10 30 5.3 -1.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 4.1 19 21 6.3 -0.4
SFY SoFi Select 500 ETF 4.1 0 40 4.6 -2.1
QLC FlexShares US Quality Large Cap Index Fund 4.1 25 15 5.3 -1.4
CVAR Cultivar ETF 4.1 87 -47 7.4 +0.7
VOOV Vanguard S&P 500 Value ETF 4.1 7 33 6.3 -0.5
DSPY Tema S&P 500 Historical Weight ETF 4.0 18 22 5.2 -1.5
SCHV Schwab U.S. Large-Cap Value ETF 4.0 4 36 6.8 +0.1
IVE iShares S&P 500 Value ETF 4.0 18 22 6.2 -0.5
SPYV State Street SPDR Portfolio S&P 500 Value ETF 4.0 4 36 6.3 -0.4
MGC Vanguard Mega Cap ETF 4.0 7 33 4.7 -2.0
HLGE Hartford Longevity Economy ETF 4.0 44 -4 6.4 -0.3
GGUS Marketbeta Russell 1000 Growth Equity ETF 4.0 12 28 4.8 -1.9
DGRW WisdomTree US Quality Dividend Growth Fund 4.0 28 12 5.7 -1.0
TOPC iShares S&P 500 3% Capped ETF 4.0 15 25 5.1 -1.6
DIA SPDR Dow Jones Industrial Average ETF 4.0 16 24 5.5 -1.3
BBC Virtus LifeSci Biotech Clinical Trials ETF 3.9 79 -39 0.0 -6.7
WOMN Impact Shares YWCA Women's Empowerment ETF 3.9 75 -35 5.6 -1.1
IUSV iShares Core S&P US Value ETF 3.9 4 36 6.4 -0.3
HDUS Hartford Disciplined US Equity ETF 3.9 19 21 5.9 -0.8
JVAL JPMorgan U.S. Value Factor ETF 3.9 12 28 7.9 +1.2
SFTY Horizon Managed Risk ETF 3.9 77 -37 4.3 -2.4
SPMV Invesco S&P 500 Minimum Variance ETF 3.9 10 30 5.7 -1.0
STOX Horizon Core Equity ETF 3.8 70 -30 4.3 -2.4
JQUA JPMorgan U.S. Quality Factor ETF 3.8 12 28 6.0 -0.7
FELC Fidelity Enhanced Large Cap Core ETF 3.8 18 22 5.4 -1.3
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 3.8 49 -9 9.1 +2.4
NULG Nuveen ESG Large-Cap Growth ETF 3.8 26 14 3.6 -3.1
TINT ProShares Smart Materials ETF 3.8 58 -18 5.9 -0.8
QWLD SPDR MSCI World StrategicFactors ETF 3.8 30 10 5.8 -0.9
FTCS First Trust Capital Strength ETF 3.8 55 -15 5.9 -0.8
XLG Invesco S&P 500 Top 50 ETF 3.8 20 20 4.3 -2.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.8 25 15 7.8 +1.1
SIXA ETC 6 Meridian Mega Cap Equity ETF 3.8 80 -40 7.0 +0.3
IWL iShares Russell Top 200 ETF 3.8 15 25 4.6 -2.1
WLDR Affinity World Leaders Equity ETF 3.8 67 -27 7.7 +1.0
FELV Fidelity Enhanced Large Cap Value ETF 3.8 18 22 6.8 +0.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 3.8 50 -10 8.7 +2.0
VSDA VictoryShares Dividend Accelerator ETF 3.7 35 5 7.4 +0.7
LRGF iShares U.S. Equity Factor ETF 3.7 8 32 5.6 -1.1
EMOT First Trust S&P 500 Economic Moat ETF 3.7 60 -20 8.7 +2.0
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 3.7 49 -9 5.0 -1.7
DIVY Sound Equity Dividend Income ETF 3.7 45 -5 9.9 +3.2
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 3.7 60 -20 10.0 +3.3
ILCV iShares Morningstar Value ETF 3.6 4 36 6.4 -0.3
VFVA Vanguard U.S. Value Factor ETF 3.6 13 27 10.4 +3.7
FNDX Schwab Fundamental US Large Co. Index ETF 3.6 25 15 7.3 +0.6
LRNZ TrueShares Technology, AI & Deep Learning ETF 3.6 69 -29 -0.8 -7.5
BRIF FIS Bright Portfolios Focused Equity ETF 3.6 65 -25 4.9 -1.8
GGRW Gabelli Growth Innovators ETF 3.6 90 -50 2.6 -4.1
PRF Invesco FTSE RAFI US 1000 ETF 3.6 39 1 6.8 +0.1
FDLO Fidelity Low Volatility Factor ETF 3.6 15 25 5.6 -1.1
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 3.6 65 -25 3.8 -2.9
ABOT Abacus FCF Innovation Leaders ETF 3.6 69 -29 5.5 -1.2
DUSA Davis Select U.S. Equity ETF 3.6 61 -21 7.4 +0.7
RZG Invesco S&P Smallcap 600 Pure Growth ETF 3.5 35 5 3.7 -3.0
VONV Vanguard Russell 1000 Value ETF 3.5 7 33 6.5 -0.2
SPXM Azoria 500 Meritocracy ETF 3.5 47 -7 4.6 -2.2
IWD iShares Russell 1000 Value ETF 3.5 19 21 6.4 -0.3
BGRO iShares Large Cap Growth Active ETF 3.5 55 -15 2.8 -3.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.5 20 20 5.4 -1.3
INRO iShares U.S. Industry Rotation Active ETF 3.5 42 -2 4.8 -2.0
FLQL Franklin LibertyQ U.S. Equity ETF 3.5 15 25 5.5 -1.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 3.5 75 -35 4.2 -2.5
RAUS RACWI US ETF 3.5 15 25 5.0 -1.7
LCF Touchstone US Large Cap Focused ETF 3.5 69 -29 4.3 -2.4
DRUP GraniteShares Nasdaq Select Disruptors ETF 3.5 60 -20 4.4 -2.3
LGDX Intech S&P Large Cap Diversified Alpha ETF 3.5 25 15 5.0 -1.7
SHRY First Trust Bloomberg Shareholder Yield ETF 3.4 60 -20 10.6 +3.9
KONG Formidable Fortress ETF 3.4 89 -49 5.9 -0.8
DYNF BlackRock U.S. Equity Factor Rotation ETF 3.4 30 10 4.6 -2.1
EVUS iShares ESG Aware MSCI USA Value ETF 3.4 18 22 6.5 -0.2
FNDB Schwab Fundamental US Broad Market Index ETF 3.4 25 15 7.3 +0.6
HLAL Wahed FTSE USA Shariah ETF 3.4 50 -10 4.7 -2.0
JSML Janus Henderson Small Cap Growth Alpha ETF 3.4 30 10 8.3 +1.6
IWFG IQ Winslow Focused Large Cap Growth ETF 3.4 65 -25 3.3 -3.4
VV Vanguard Large-Cap ETF 3.4 4 36 4.9 -1.8
MBCC Monarch Blue Chips Core ETF 3.4 125 -85 4.5 -2.2
AGQI First Trust Active Global Quality Income ETF 3.4 85 -45 5.2 -1.5
GINX SGI Enhanced Global Income ETF 3.4 98 -58 7.9 +1.2
SIXL ETC 6 Meridian Low Beta Equity ETF 3.4 80 -40 6.4 -0.3
TOV JLens 500 Jewish Advocacy U.S. ETF 3.4 18 22 4.7 -2.0
STRV Strive 500 ETF 3.3 5 35 4.9 -1.8
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 3.3 20 20 4.7 -2.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 3.3 20 20 5.2 -1.5
IBRN iShares Neuroscience and Healthcare ETF 3.3 47 -7 0.0 -6.7
MGK Vanguard Mega Cap Growth ETF 3.3 7 33 4.5 -2.2
GXLC Global X U.S. 500 ETF 3.3 2 38 4.9 -1.8
OALC OneAscent Large Cap Core ETF 3.3 86 -46 4.2 -2.5
SPXN ProShares S&P 500 Ex-Financials ETF 3.3 9 31 5.0 -1.7
IWY iShares Russell Top 200 Growth ETF 3.3 20 20 4.4 -2.3
SPHQ Invesco S&P 500 Quality ETF 3.3 15 25 5.7 -1.0
VOO Vanguard S&P 500 ETF 3.3 3 37 5.0 -1.7
AFSM First Trust Active Factor Small Cap ETF 3.3 75 -35 7.5 +0.8
FYX First Trust Small Cap Core AlphaDEX Fund 3.3 61 -21 5.7 -1.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 3.3 7 33 4.9 -1.8
ASCE Allspring SMID Core ETF 3.3 38 2 9.3 +2.6
IVV iShares Core S&P 500 ETF 3.3 3 37 5.0 -1.7
SPYM State Street SPDR Portfolio S&P 500 ETF 3.3 2 38 5.0 -1.7
SPY SPDR S&P 500 ETF 3.2 9 31 4.9 -1.8
LVOL American Century Low Volatility ETF 3.2 29 11 5.1 -1.6
QVML Invesco S&P 500 QVM Multi-factor ETF 3.2 11 29 5.2 -1.5
GK AdvisorShares Gerber Kawasaki ETF 3.2 75 -35 2.8 -3.9
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 3.2 5 35 8.0 +1.3
IUS Invesco RAFI Strategic US ETF 3.2 19 21 6.9 +0.2
BKLC BNY Mellon US Large Cap Core Equity ETF 3.2 0 40 5.0 -1.7
DFSU Dimensional US Sustainability Core 1 ETF 3.2 18 22 5.4 -1.3
DCOR Dimensional US Core Equity 1 ETF 3.2 14 26 5.4 -1.3
YLDE ClearBridge Dividend Strategy ESG ETF 3.2 60 -20 5.7 -1.0
YOLO AdvisorShares Pure Cannabis ETF 3.2 103 -63 -2.9 -9.6
BMED Future Health ETF 3.2 85 -45 0.3 -6.4
VSLU Applied Finance Valuation Large Cap ETF 3.2 49 -9 6.0 -0.7
ILCB iShares Morningstar U.S. Equity ETF 3.2 3 37 4.9 -1.8
ROUS Hartford Multifactor US Equity ETF 3.2 19 21 7.0 +0.3
APUE ActivePassive U.S. Equity ETF 3.2 45 -5 4.7 -2.0
FDWM Fidelity Women's Leadership ETF 3.2 59 -19 4.9 -1.8
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.2 15 25 8.3 +1.6
DEW WisdomTree Global High Dividend Fund 3.2 58 -18 8.1 +1.4
LVDS JPMorgan Fundamental Data Science Large Value ETF 3.2 49 -9 6.6 -0.1
DIVS SmartETFs Dividend Builder ETF 3.1 65 -25 5.2 -1.6
RVRB Reverb ETF 3.1 30 10 4.6 -2.1
VTI Vanguard Total Stock Market ETF 3.1 3 37 4.9 -1.8
VONE Vanguard Russell 1000 ETF 3.1 7 33 5.0 -1.7
DVY iShares Select Dividend ETF 3.1 38 2 9.1 +2.4
SCHX Schwab U.S. Large-Cap ETF 3.1 3 37 5.0 -1.7
IWB iShares Russell 1000 ETF 3.1 15 25 4.9 -1.8
VOTE TCW Transform 500 ETF 3.1 5 35 5.0 -1.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 3.1 2 38 5.0 -1.7
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 3.1 3 37 5.2 -1.6
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.1 39 1 11.6 +4.9
DAK Dakota Active Equity ETF 3.1 43 -3 4.5 -2.2
ABFL Abacus FCF Leaders ETF 3.1 59 -19 5.1 -1.6
JGLO JPMorgan Global Select Equity ETF 3.1 33 7 5.1 -1.6
VTHR Vanguard Russell 3000 ETF 3.1 7 33 4.9 -1.8
IYY iShares Dow Jones U.S. ETF 3.1 20 20 4.8 -1.9
SCHK Schwab 1000 Index ETF 3.1 5 35 5.1 -1.7
IWV iShares Russell 3000 ETF 3.1 20 20 4.8 -1.9
FELG Fidelity Enhanced Large Cap Growth ETF 3.1 18 22 5.0 -1.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3.1 11 29 5.0 -1.7
DFUS Dimensional U.S. Equity ETF 3.0 9 31 4.9 -1.8
DXUV Dimensional US Vector Equity ETF 3.0 28 12 6.1 -0.6
CALF Pacer US Small Cap Cash Cows 100 ETF 3.0 59 -19 10.4 +3.7
FMTM MarketDesk Focused U.S. Momentum ETF 3.0 45 -5 4.3 -2.4
KLMN Invesco MSCI North America Climate ETF 3.0 9 31 5.1 -1.6
DGT State Street SPDR Global Dow ETF 3.0 50 -10 6.6 -0.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 3.0 3 37 4.9 -1.8
LOWV AB US Low Volatility Equity ETF 3.0 48 -8 5.5 -1.2
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 3.0 12 28 6.1 -0.7
SCHB Schwab U.S. Broad Market ETF 3.0 3 37 5.0 -1.7
VNSE Natixis Vaughan Nelson Select ETF 3.0 80 -40 5.0 -1.7
BEEZ Honeytree U.S. Equity ETF 3.0 64 -24 4.0 -2.7
KAT Scharf ETF 3.0 87 -47 5.3 -1.4
GKAT Scharf Global Opportunity ETF 3.0 57 -17 6.4 -0.3
VFMF Vanguard U.S. Multifactor ETF 3.0 18 22 7.7 +1.0
IWC iShares Micro-Cap ETF 3.0 60 -20 -1.3 -8.0
DFAC Dimensional U.S. Core Equity 2 ETF 3.0 17 23 5.5 -1.2
FQAL Fidelity Quality Factor ETF 3.0 15 25 5.9 -0.8
TOKE Cambria Cannabis ETF 3.0 42 -2 1.6 -5.1
SCHG Schwab U.S. Large-Cap Growth ETF 2.9 4 36 3.9 -2.8
DFAU Dimensional US Core Equity Market ETF 2.9 12 28 5.1 -1.6
GINN Goldman Sachs Innovate Equity ETF 2.9 52 -12 3.7 -3.0
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.9 27 13 7.2 +0.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.9 14 26 5.0 -1.7
ESGU iShares ESG Aware MSCI USA ETF 2.9 15 25 4.9 -1.8
JEPI JPMorgan Equity Premium Income ETF 2.9 35 5 5.8 -0.9
GVUS Marketbeta Russell 1000 Value Equity ETF 2.9 12 28 6.5 -0.2
VONG Vanguard Russell 1000 Growth ETF 2.9 7 33 4.7 -2.1
QGRW WisdomTree U.S. Quality Growth Fund 2.9 28 12 4.5 -2.2
SPXE ProShares S&P 500 Ex-Energy ETF 2.9 9 31 4.9 -1.8
AFOS ARS Focused Opportunities Strategy ETF 2.9 45 -5 3.2 -3.5
PBUS Invesco MSCI USA ETF 2.9 4 36 5.0 -1.7
KRMA Global X Conscious Companies ETF 2.9 43 -3 6.1 -0.6
IWF iShares Russell 1000 Growth ETF 2.9 19 21 4.3 -2.4
LRGE ClearBridge Large Cap Growth ESG ETF 2.9 59 -19 4.4 -2.3
VUG Vanguard Growth ETF 2.8 4 36 4.4 -2.3
YOKE Yoke Core ETF 2.8 42 -2 5.1 -1.6
LCDS JPMorgan Fundamental Data Science Large Core ETF 2.8 30 10 4.8 -1.9
NACP Impact Shares NAACP Minority Empowerment ETF 2.8 49 -9 4.8 -1.9
SNPV Xtrackers S&P 500 Value ESG ETF 2.8 15 25 6.8 +0.1
REVS Columbia Research Enhanced Value ETF 2.8 19 21 7.7 +1.0
LEAD Siren DIVCON Leaders Dividend ETF 2.8 43 -3 4.5 -2.2
EBI Longview Advantage ETF 2.8 35 5 6.8 +0.1
QUVU Hartford Quality Value ETF 2.8 46 -6 7.4 +0.7
AVSU Avantis Responsible U.S. Equity ETF 2.8 15 25 5.9 -0.8
RECS Columbia Research Enhanced Core ETF 2.8 15 25 5.8 -0.9
SFYF SoFi Social 50 ETF 2.8 29 11 1.0 -5.7
SNPE Xtrackers S&P 500 ESG ETF 2.8 10 30 5.1 -1.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.8 12 28 5.0 -1.7
NULV Nuveen ESG Large-Cap Value ETF 2.8 26 14 6.3 -0.4
PRXG Praxis Impact Large Cap Growth ETF 2.8 36 4 3.8 -2.9
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.8 25 15 5.5 -1.3
NULC Nuveen ESG Large-Cap ETF 2.8 21 19 4.8 -1.9
ICAP InfraCap Equity Income Fund ETF 2.8 171 -131 4.3 -2.4
ESGV Vanguard ESG U.S. Stock ETF 2.8 9 31 4.9 -1.8
IJT iShares S&P Small-Cap 600 Growth ETF 2.8 18 22 5.4 -1.3
ILCG iShares Morningstar Growth ETF 2.7 4 36 3.9 -2.8
JGRO JPMorgan Active Growth ETF 2.7 44 -4 3.7 -3.0
CGDG Capital Group Dividend Growers ETF 2.7 47 -7 6.0 -0.7
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.7 29 11 7.9 +1.2
VLU State Street SPDR S&P 1500 Value Tilt ETF 2.7 12 28 7.4 +0.6
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 2.7 60 -20 -0.9 -7.6
ADME Aptus Drawdown Managed Equity ETF 2.7 79 -39 4.0 -2.7
GSPY Gotham Enhanced 500 ETF 2.7 50 -10 5.3 -1.4
FTA First Trust Large Cap Value AlphaDEX Fund 2.7 59 -19 8.8 +2.1
FFLC Fidelity Fundamental Large Cap Core ETF 2.7 38 2 4.6 -2.1
GURU Global X Guru Index ETF 2.7 75 -35 2.8 -3.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.7 9 31 5.4 -1.3
XVV iShares ESG Screened S&P 500 ETF 2.6 8 32 4.9 -1.8
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.6 15 25 5.4 -1.3
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.6 30 10 7.0 +0.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.6 10 30 5.6 -1.2
VOOG Vanguard S&P 500 Growth ETF 2.6 7 33 4.3 -2.4
DFSV Dimensional US Small Cap Value ETF 2.6 31 9 10.3 +3.6
DSMC Distillate Small/Mid Cash Flow ETF 2.6 55 -15 12.8 +6.1
FBT First Trust NYSE Arca Biotechnology Index Fund 2.6 56 -16 2.1 -4.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.6 15 25 5.0 -1.7
LST Leuthold Select Industries ETF 2.6 91 -51 5.8 -0.9
IVW iShares S&P 500 Growth ETF 2.6 18 22 4.1 -2.6
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 2.6 4 36 4.2 -2.5
SUSA iShares MSCI USA ESG Select ETF 2.6 25 15 4.8 -2.0
FFOG Franklin Focused Growth ETF 2.6 61 -21 2.7 -4.0
CGGO Capital Group Global Growth Equity ETF 2.6 47 -7 4.5 -2.2
FTGS First Trust Growth Strength ETF 2.6 60 -20 4.6 -2.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.6 20 20 5.5 -1.2
ABLG Abacus FCF International Leaders ETF 2.6 59 -19 6.7 -0.0
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.5 15 25 4.7 -2.1
EGUS iShares ESG Aware MSCI USA Growth ETF 2.5 18 22 3.9 -2.8
JHML John Hancock Multifactor Large Cap ETF 2.5 29 11 5.4 -1.3
FDMO Fidelity Momentum Factor ETF 2.5 15 25 3.8 -3.0
EES WisdomTree U.S. SmallCap Fund 2.5 38 2 8.5 +1.8
QQQS Invesco NASDAQ Future Gen 200 ETF 2.5 20 20 -4.5 -11.2
AVUS Avantis U.S. Equity ETF 2.5 15 25 5.8 -0.9
IUSG iShares Core S&P U.S. Growth ETF 2.5 4 36 4.3 -2.4
TOK iShares MSCI Kokusai ETF 2.5 26 14 5.0 -1.7
JAVA JPMorgan Active Value ETF 2.5 44 -4 6.4 -0.3
FMED Fidelity Disruptive Medicine ETF 2.5 50 -10 -0.6 -7.3
XSMO Invesco S&P SmallCap Momentum ETF 2.4 39 1 4.6 -2.1
ACVF American Conservative Values ETF 2.4 75 -35 4.4 -2.3
ROE Astoria US Quality Kings ETF 2.4 49 -9 7.1 +0.4
SIXS ETC 6 Meridian Small Cap Equity ETF 2.4 89 -49 9.5 +2.8
AVSC Avantis U.S Small Cap Equity ETF 2.4 25 15 5.1 -1.6
AVUQ Avantis U.S. Quality ETF 2.4 15 25 4.6 -2.2
IWO iShares Russell 2000 Growth ETF 2.4 24 16 0.8 -5.9
GLOF iShares Global Equity Factor ETF 2.4 20 20 6.8 +0.1
VTWG Vanguard Russell 2000 Growth ETF 2.3 10 30 1.0 -5.7
KOKU Xtrackers MSCI Kokusai Equity ETF 2.3 9 31 5.2 -1.5
URTH iShares MSCI World ETF 2.3 24 16 5.1 -1.6
CHGX AXS Change Finance ESG ETF 2.3 49 -9 5.4 -1.3
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.3 20 20 6.0 -0.7
FSST Fidelity Sustainable U.S. Equity ETF 2.3 59 -19 4.3 -2.4
SHE State Street SPDR MSCI USA Gender Diversity ETF 2.3 20 20 5.4 -1.3
GRPZ Invesco S&P SmallCap 600 GARP ETF 2.2 35 5 7.3 +0.6
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 2.2 12 28 7.3 +0.6
XJR iShares ESG Screened S&P Small-Cap ETF 2.2 12 28 7.5 +0.8
FTDS First Trust Dividend Strength ETF 2.2 70 -30 8.5 +1.8
CZAR Themes Natural Monopoly ETF 2.2 35 5 5.6 -1.1
PSC Principal U.S. Small-Cap ETF 2.2 38 2 6.9 +0.2
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 2.2 48 -8 8.8 +2.1
PEXL Pacer US Export Leaders ETF 2.2 60 -20 4.7 -2.1
SSPX Janus Henderson U.S. Sustainable Equity ETF 2.2 55 -15 4.3 -2.4
DIV Global X SuperDividend US ETF 2.2 45 -5 11.2 +4.5
STXG Strive 1000 Growth ETF 2.2 18 22 3.9 -2.8
DWLD Davis Select Worldwide ETF 2.2 63 -23 7.2 +0.5
BFOR ALPS Barron's 400 ETF 2.2 65 -25 5.9 -0.8
ASLV Allspring Special Large Value ETF 2.2 35 5 6.6 -0.1
FBCG Fidelity Blue Chip Growth ETF 2.2 59 -19 3.0 -3.7
AFLG First Trust Active Factor Large Cap ETF 2.1 55 -15 6.5 -0.2
MOTG VanEck Morningstar Global Wide Moat ETF 2.1 52 -12 8.9 +2.2
FVD First Trust Value Line Dividend Index Fund 2.1 65 -25 6.3 -0.5
ISCV iShares Morningstar Small Cap Value ETF 2.1 6 34 8.4 +1.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.1 25 15 6.0 -0.7
KLMT Invesco MSCI Global Climate 500 ETF 2.1 10 30 5.7 -1.0
USMF WisdomTree U.S. Multifactor Fund 2.1 28 12 7.4 +0.7
ACWI iShares MSCI ACWI ETF 2.1 32 8 5.5 -1.2
ECML Euclidean Fundamental Value ETF 2.0 95 -55 10.1 +3.4
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.0 35 5 7.2 +0.5
VFQY Vanguard U.S. Quality Factor ETF 2.0 13 27 6.1 -0.6
IBB iShares Biotechnology ETF 2.0 45 -5 -0.3 -7.0
FFTY Innovator IBD 50 ETF 2.0 80 -40 -2.0 -8.7
IJR iShares Core S&P Small Cap ETF 2.0 6 34 7.6 +0.9
RWL Invesco S&P 500 Revenue ETF 2.0 39 1 6.8 +0.1
CVY Invesco Zacks Multi-Asset Income ETF 2.0 106 -66 11.7 +5.0
MBOX Freedom Day Dividend ETF 2.0 39 1 7.8 +1.1
SWP SWP Growth & Income ETF 2.0 99 -59 4.2 -2.5
CGDV Capital Group Dividend Value ETF 1.9 33 7 4.7 -2.0
FAB First Trust Multi Cap Value AlphaDEX Fund 1.9 67 -27 9.9 +3.2
CGUS Capital Group Core Equity ETF 1.9 33 7 4.5 -2.2
CRTC Xtrackers US National Critical Technologies ETF 1.9 35 5 4.9 -1.8
LRGC AB US Large Cap Strategic Equities ETF 1.9 48 -8 4.6 -2.1
VT Vanguard Total World Stock ETF 1.9 6 34 5.8 -0.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.9 15 25 7.6 +0.9
SYLD Cambria Shareholder Yield ETF 1.9 59 -19 12.4 +5.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.9 9 31 5.6 -1.1
ANEW ProShares MSCI Transformational Changes ETF 1.9 45 -5 5.5 -1.3
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.9 3 37 7.6 +0.9
SSPY Syntax Stratified LargeCap ETF 1.9 30 10 6.8 +0.1
POWA Invesco Bloomberg Pricing Power ETF 1.9 40 0 6.0 -0.7
GVLU Gotham 1000 Value ETF 1.8 50 -10 9.5 +2.8
VIOO Vanguard S&P Small-Cap 600 ETF 1.8 7 33 7.5 +0.8
LYLD Cambria Large Cap Shareholder Yield ETF 1.8 59 -19 9.6 +2.9
DFAT Dimensional U.S. Targeted Value ETF 1.8 28 12 9.9 +3.2
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 1.8 12 28 8.0 +1.3
SHUS Syntax Stratified U.S. Total Market Hedged ETF 1.8 65 -25 6.4 -0.3
FSMD Fidelity Small-Mid Multifactor ETF 1.8 15 25 6.9 +0.2
TAX Cambria Tax Aware ETF 1.8 49 -9 6.1 -0.6
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.8 29 11 7.5 +0.8
RCGE RockCreek Global Equality ETF 1.8 95 -55 6.5 -0.2
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 1.7 49 -9 7.2 +0.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.7 9 31 3.9 -2.8
IWM iShares Russell 2000 ETF 1.7 19 21 3.6 -3.1
HAPS Harbor Human Capital Factor US Small Cap ETF 1.7 60 -20 3.8 -2.9
RFV Invesco S&P Midcap 400 Pure Value ETF 1.7 35 5 12.9 +6.2
VTWO Vanguard Russell 2000 ETF 1.7 7 33 3.7 -3.0
TMDV ProShares Russell US Dividend Growers ETF 1.7 35 5 6.9 +0.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.7 60 -20 4.4 -2.3
RSSL Global X Russell 2000 ETF 1.7 8 32 3.6 -3.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.6 18 22 7.9 +1.2
LOGO Alpha Brands Consumption Leaders ETF 1.6 69 -29 3.2 -3.5
FBCV Fidelity Blue Chip Value ETF 1.6 59 -19 7.3 +0.6
PCGG Polen Capital Global Growth ETF 1.6 85 -45 4.4 -2.3
VFMO Vanguard U.S. Momentum Factor ETF 1.6 13 27 3.1 -3.6
FDLS Inspire Fidelis Multi Factor ETF 1.6 76 -36 4.9 -1.8
FESM Fidelity Enhanced Small Cap ETF 1.6 28 12 3.2 -3.5
JPEF JPMorgan Equity Focus ETF 1.6 50 -10 4.5 -2.2
JMOM JPMorgan U.S. Momentum Factor ETF 1.6 12 28 4.7 -2.0
GQI Natixis Gateway Quality Income ETF 1.6 34 6 5.1 -1.6
DFAS Dimensional U.S. Small Cap ETF 1.6 26 14 6.6 -0.1
SMLF iShares U.S. SmallCap Equity Factor ETF 1.6 15 25 6.0 -0.7
ISCB iShares Morningstar Small-Cap ETF 1.6 4 36 5.8 -0.9
AGRW Allspring LT Large Growth ETF 1.6 35 5 3.8 -2.9
FEX First Trust Large Cap Core AlphaDEX Fund 1.6 59 -19 5.9 -0.8
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.6 70 -30 2.2 -4.5
DIVE Dana Concentrated Dividend ETF 1.5 65 -25 7.7 +1.0
IJJ iShares S&P Mid-Cap 400 Value ETF 1.5 18 22 8.7 +2.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.5 35 5 6.2 -0.5
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.5 29 11 4.8 -1.9
ULVM VictoryShares US Value Momentum ETF 1.5 20 20 7.4 +0.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.5 70 -30 5.1 -1.6
MAGA Point Bridge America First ETF 1.5 72 -32 6.3 -0.4
RGEF Rockefeller Global Equity ETF 1.5 55 -15 4.7 -2.0
BKWO BNY Mellon Women's Opportunities ETF 1.5 50 -10 3.9 -2.8
GEW Cambria Global EW ETF 1.5 29 11 6.0 -0.7
EZM WisdomTree U.S. MidCap Fund 1.5 38 2 8.6 +1.9
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.5 38 2 7.8 +1.1
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.5 35 5 7.8 +1.1
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 1.5 15 25 8.7 +2.0
FDVV Fidelity High Dividend ETF 1.5 15 25 7.7 +1.0
SMOT VanEck Morningstar SMID Moat ETF 1.5 49 -9 6.7 +0.0
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.5 15 25 4.6 -2.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.5 10 30 8.7 +2.0
HAPY Harbor Human Capital Factor Unconstrained ETF 1.5 50 -10 5.9 -0.8
SDY State Street SPDR S&P Dividend ETF 1.5 35 5 6.8 +0.1
CGGR Capital Group Growth ETF 1.5 39 1 3.5 -3.2
RSP Invesco S&P 500 Equal Weight ETF 1.4 20 20 6.7 +0.0
SGLC SGI U.S. Large Cap Core ETF 1.4 85 -45 4.2 -2.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.4 64 -24 1.2 -5.5
RNIN Bushido Capital US SMID Cap Equity ETF 1.4 70 -30 12.5 +5.8
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.4 55 -15 4.3 -2.5
GOP Unusual Whales Subversive Republican Trading ETF 1.4 50 -10 5.5 -1.2
FYT First Trust Small Cap Value AlphaDEX Fund 1.4 73 -33 11.6 +4.9
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.4 35 5 7.3 +0.6
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.4 12 28 4.1 -2.6
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.4 15 25 4.2 -2.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.4 9 31 6.2 -0.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.4 39 1 3.0 -3.7
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.3 50 -10 4.1 -2.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.3 24 16 8.3 +1.6
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.3 17 23 6.0 -0.7
EUSA iShares MSCI USA Equal Weighted ETF 1.3 9 31 6.3 -0.4
DSI iShares MSCI KLD 400 Social ETF 1.3 25 15 5.0 -1.7
BKSE BNY Mellon US Small Cap Core Equity ETF 1.3 4 36 5.8 -0.9
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.3 35 5 7.5 +0.8
RAYD Rayliant Quantitative Developed Market Equity ETF 1.3 80 -40 4.4 -2.3
SIZE iShares MSCI USA Size Factor ETF 1.3 15 25 6.3 -0.4
VBR Vanguard Small Cap Value ETF 1.3 7 33 9.0 +2.3
TMAT Main Thematic Innovation ETF 1.3 164 -124 -1.5 -8.2
SCHA Schwab U.S. Small-Cap ETF 1.2 4 36 5.6 -1.1
TPSC Timothy Plan US Small Cap Core ETF 1.2 52 -12 7.0 +0.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.2 15 25 9.0 +2.3
VXF Vanguard Extended Market ETF 1.2 5 35 4.5 -2.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.2 30 10 8.2 +1.5
AVMV Avantis U.S. Mid Cap Value ETF 1.2 20 20 8.8 +2.1
SPGP Invesco S&P 500 GARP ETF 1.2 34 6 6.9 +0.2
SCHM Schwab U.S. Mid-Cap ETF 1.2 4 36 7.0 +0.3
AVLV Avantis U.S. Large Cap Value ETF 1.2 15 25 7.8 +1.1
EQAL Invesco Russell 1000 Equal Weight ETF 1.2 20 20 7.2 +0.5
ALTL Pacer Lunt Large Cap Alternator ETF 1.2 60 -20 4.8 -1.9
DEEP Roundhill Acquirers Deep Value ETF 1.2 80 -40 19.3 +12.6
JHSC John Hancock Multifactor Small Cap ETF 1.2 42 -2 6.7 -0.0
SPLV Invesco S&P 500 Low Volatility ETF 1.2 25 15 5.6 -1.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.2 25 15 5.6 -1.1
IJS iShares S&P Small-Cap 600 Value ETF 1.2 18 22 9.7 +3.0
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.2 55 -15 10.3 +3.6
WDIV SPDR S&P Global Dividend ETF 1.1 40 0 8.9 +2.2
STXM Strive Mid-Cap ETF 1.1 18 22 6.5 -0.2
RPV Invesco S&P 500 Pure Value ETF 1.1 35 5 10.1 +3.4
OPTZ Optimize Strategy Index ETF 1.1 50 -10 4.9 -1.8
STXK Strive Small-Cap ETF 1.1 18 22 6.0 -0.7
SVAL iShares US Small Cap Value Factor ETF 1.1 20 20 8.7 +2.0
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.1 15 25 9.7 +3.0
ONEY State Street SPDR Russell 1000 Yield Focus ETF 1.1 20 20 10.1 +3.4
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.1 68 -28 2.0 -4.7
FNX First Trust Mid Cap Core AlphaDEX Fund 1.1 60 -20 6.9 +0.2
BLCV iShares Large Cap Value Active ETF 1.1 53 -13 7.4 +0.6
ISCG iShares Morningstar Small-Cap Growth ETF 1.1 6 34 3.0 -3.7
XSLV Invesco S&P SmallCap Low Volatility ETF 1.1 25 15 8.3 +1.6
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.1 79 -39 5.8 -0.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.1 10 30 9.6 +2.9
PSET Principal Quality ETF 1.0 15 25 5.6 -1.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.0 39 1 9.7 +3.0
VB Vanguard Small-Cap ETF 1.0 5 35 6.1 -0.6
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.0 39 1 5.0 -1.7
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.0 65 -25 8.0 +1.3
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.0 20 20 4.4 -2.4
JSTC Adasina Social Justice All Cap Global ETF 1.0 89 -49 4.9 -1.8
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.0 80 -40 7.5 +0.8
IWN iShares Russell 2000 Value ETF 1.0 24 16 6.4 -0.4
ALRG Allspring LT Large Core ETF 1.0 28 12 4.5 -2.2
ABLS Abacus FCF Small Cap Leaders ETF 1.0 59 -19 5.2 -1.5
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.0 20 20 8.2 +1.5
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.0 85 -45 3.5 -3.2
BUZZ VanEck Social Sentiment ETF 1.0 75 -35 -0.8 -7.5
DEUS Xtrackers Russell US Multifactor ETF 1.0 17 23 7.0 +0.3
VTWV Vanguard Russell 2000 Value ETF 1.0 10 30 6.4 -0.3
CSMD Congress SMid Growth ETF 1.0 69 -29 4.1 -2.6
AVUV Avantis U.S. Small Cap Value ETF 1.0 25 15 9.6 +2.9
FFOX FundX Future Fund Opportunities ETF 0.9 100 -60 3.5 -3.2
SFYX SoFi Next 500 ETF 0.9 0 40 6.0 -0.8
GQQQ Astoria US Quality Growth Kings ETF 0.9 35 5 4.8 -2.0
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.9 20 20 6.8 +0.1
PY Principal Value ETF 0.9 15 25 7.3 +0.5
WCEO Hypatia Women CEO ETF 0.9 85 -45 3.2 -3.5
BOUT Innovator IBD Breakout Opportunities ETF 0.9 81 -41 5.4 -1.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.8 7 33 5.8 -0.9
PSIL AdvisorShares Psychedelics ETF 0.8 99 -59 0.0 -6.7
FNDA Schwab Fundamental US Small Co. Index ETF 0.8 25 15 7.7 +1.0
BLCR iShares Large Cap Core Active ETF 0.8 36 4 3.8 -2.9
PRAY FIS Christian Stock Fund 0.8 69 -29 5.2 -1.5
DES WisdomTree U.S. SmallCap Dividend Fund 0.8 38 2 9.0 +2.3
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.8 40 0 4.8 -1.9
DON WisdomTree U.S. MidCap Dividend Fund 0.8 38 2 9.1 +2.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.8 15 25 7.3 +0.6
FNK First Trust Mid Cap Value AlphaDEX Fund 0.8 70 -30 10.6 +3.9
FLDZ RiverNorth Patriot ETF 0.8 75 -35 6.3 -0.4
VIDI Vident International Equity Strategy ETF 0.8 61 -21 10.6 +3.9
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.8 9 31 4.9 -1.8
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 11 5.0 -1.7
CFA VictoryShares US 500 Volatility Wtd ETF 0.8 35 5 6.1 -0.6
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.8 40 0 6.1 -0.6
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -35 4.9 -1.8
THRO iShares U.S. Thematic Rotation Active ETF 0.7 90 -50 3.9 -2.8
NUSC Nuveen ESG Small-Cap ETF 0.7 31 9 5.2 -1.5
AVMC Avantis U.S. Mid Cap Equity ETF 0.7 18 22 6.9 +0.2
NIXT Research Affiliates Deletions ETF 0.7 9 31 8.1 +1.4
IJH iShares Core S&P Mid-Cap ETF 0.7 5 35 7.3 +0.6
MDY SPDR S&P Midcap 400 ETF Trust 0.7 24 16 7.1 +0.3
WTV WisdomTree US Value Fund of Benef Interest 0.7 12 28 8.8 +2.1
JPSV JPMorgan Active Small Cap Value ETF 0.7 74 -34 8.5 +1.8
IVOO Vanguard S&P Mid-Cap 400 ETF 0.7 7 33 7.3 +0.6
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.7 3 37 7.3 +0.6
VBK Vanguard Small-Cap Growth ETF 0.7 7 33 1.8 -4.9
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.7 20 20 3.2 -3.5
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.7 35 5 5.8 -0.9
SMMD iShares Russell 2500 ETF 0.7 15 25 6.8 +0.1
LQPE PEO AlphaQuest Thematic PE ETF 0.7 125 -85 6.9 +0.2
JHMM John Hancock Multifactor Mid Cap ETF 0.7 42 -2 6.3 -0.4
SPIT F/m Emerald Special Situations ETF 0.6 105 -65 -0.9 -7.6
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.6 47 -7 9.0 +2.3
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.6 43 -3 6.1 -0.6
RWK Invesco S&P MidCap 400 Revenue ETF 0.6 39 1 9.5 +2.8
RDVY First Trust Rising Dividend Achievers ETF 0.6 50 -10 6.4 -0.4
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 0.6 40 0 7.4 +0.7
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.6 60 -20 6.4 -0.3
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.6 70 -30 5.0 -1.7
AFMC First Trust Active Factor Mid Cap ETF 0.6 65 -25 8.3 +1.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.6 24 16 7.5 +0.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.6 20 20 6.4 -0.3
ETHO Etho Climate Leadership U.S. ETF 0.5 47 -7 5.3 -1.4
IWS iShares Russell Mid-Cap Value ETF 0.5 23 17 7.2 +0.5
MVPA Miller Value Partners Appreciation ETF 0.5 60 -20 8.9 +2.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.5 4 36 6.0 -0.8
RNSC Furst Trust Small Cap US Equity Select ETF 0.5 60 -20 5.1 -1.6
FSGS First Trust SMID Growth Strength ETF 0.5 60 -20 5.3 -1.5
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.5 60 -20 4.9 -1.8
IWR iShares Russell Midcap ETF 0.5 19 21 6.3 -0.4
ISMD Inspire Small/Mid Cap ETF 0.5 54 -14 5.3 -1.5
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.5 65 -25 2.0 -4.7
FMDE Fidelity Enhanced Mid Cap ETF 0.5 23 17 6.1 -0.6
COPY Tweedy, Browne Insider + Value ETF 0.5 80 -40 11.5 +4.8
SAGP Strategas Global Policy Opportunities ETF 0.4 65 -25 5.5 -1.2
HYP Golden Eagle Dynamic Hypergrowth ETF 0.4 85 -45 -1.2 -7.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.4 15 25 8.0 +1.3
RPG Invesco S&P 500 Pure Growth ETF 0.4 35 5 3.5 -3.2
TMFC Motley Fool 100 Index ETF 0.4 50 -10 3.6 -3.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.4 15 25 6.1 -0.7
XOEF iShares S&P 500 ex S&P 100 ETF 0.4 20 20 5.7 -1.0
CGV Conductor Global Equity Value ETF 0.4 130 -90 7.7 +1.0
XJH iShares ESG Screened S&P Mid-Cap ETF 0.4 12 28 7.2 +0.5
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.4 35 5 9.8 +3.1
TMFX Motley Fool Next Index ETF 0.4 50 -10 3.1 -3.6
BLES Inspire Global Hope ETF 0.3 61 -21 6.9 +0.2
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.3 35 5 9.1 +2.4
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 19 3.9 -2.8
USXF iShares ESG Advanced MSCI USA ETF 0.3 10 30 4.9 -1.8
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.3 52 -12 5.8 -0.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.3 58 -18 5.7 -1.0
PTL Inspire 500 ETF 0.3 9 31 5.5 -1.2
XSHQ Invesco S&P SmallCap Quality ETF 0.3 29 11 7.7 +1.0
IWP iShares Russell Mid-Cap Growth ETF 0.3 23 17 3.4 -3.3
CATH Global X S&P 500 Catholic Values Custom ETF 0.2 29 11 4.7 -2.0
IMCV iShares Morningstar Mid-Cap Value ETF 0.2 6 34 8.2 +1.5
CHRI Global X S&P 500 Christian Values ETF 0.2 29 11 4.7 -2.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.2 65 -25 2.2 -4.5
IMCB iShares Morningstar Mid-Cap ETF 0.1 4 36 6.3 -0.4
AIEQ AI Powered Equity ETF 0.1 75 -35 4.8 -1.9
FPX First Trust US Equity Opportunities ETF 0.1 61 -21 1.0 -5.7
MTUM iShares MSCI USA Momentum Factor ETF 0.1 15 25 3.3 -3.5
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 -5 8.3 +1.6
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 15 9.1 +2.4

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

  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. Pharmaceuticals ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

OVERWEIGHT
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 20.3 %
Divided by: Fwd. P/BV 2.9 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 6.7 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

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

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

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

 

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