iShares U.S. Pharmaceuticals ETF
ALTAR
Score™		 6.9% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 18.1x P/Sales
ratio		 3.6x
P/BV
ratio		 3.2x 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) $795
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 25.7 %
JOHNSON & JOHNSON 22.1 %
MERCK & CO. INC. 4.6 %
BRISTOL-MYERS SQUIBB CO 4.2 %
ROYALTY PHARMA PLC CLASS A 4.2 %
VIATRIS, INC. 4.1 %
PFIZER INC 4.1 %
ELANCO ANIMAL HEALTH, INC. 3.5 %
JAZZ PHARMACEUTICALS PLC 3.3 %
ZOETIS INC 3.1 %
Total 78.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 94.2 %
IRELAND 3.9 %
SINGAPORE 0.3 %
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 $81.99
30d moving avg. $79.89
Annualized volatility 14.2%
Short interest (ETF) 5.1%
Short interest (Underlying) 2.8%
Relative strength (RSI) 65

Liquidity measures
Avg. volume (thou.) 127
Turnover 1.3%
Bid/Ask (% of price) 0.06%
ADV underlying (mns) $5,307

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 700 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™: 6.9%


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 8.2 +1.3
XPH State Street SPDR S&P Pharmaceuticals ETF 45.5 35 5 1.1 -5.8
PJP Invesco Pharmaceuticals ETF 38.0 57 -17 7.9 +1.0
FTXH First Trust Nasdaq Pharmaceuticals ETF 36.3 60 -20 8.5 +1.6
XLV The Health Care Select Sector SPDR Fund 33.4 8 32 7.3 +0.4
MEDX Horizon Kinetics Medical ETF 33.1 85 -45 1.4 -5.4
IYH iShares U.S. Healthcare ETF 33.1 40 0 6.5 -0.4
VHT Vanguard Health Care ETF 27.2 9 31 5.7 -1.2
FHLC Fidelity MSCI Health Care Index ETF 26.1 8 32 5.9 -0.9
THNR Amplify Weight Loss Drug & Treatment ETF 24.2 59 -19 7.2 +0.4
IXJ iShares Global Healthcare ETF 23.8 42 -2 6.8 -0.1
OZEM Roundhill GLP-1 & Weight Loss ETF 23.2 59 -19 5.3 -1.6
JDOC JPMorgan Healthcare Leaders ETF 19.2 65 -25 3.9 -3.0
HRTS Tema Heart & Health ETF 18.9 75 -35 2.3 -4.6
HART IQ Healthy Hearts ETF 18.1 45 -5 6.1 -0.8
CANC Tema Oncology ETF 15.2 75 -35 -2.4 -9.3
PINK Simplify Health Care ETF 14.9 50 -10 0.8 -6.0
LRND IQ U.S. Large Cap R&D Leaders ETF 12.8 14 26 4.9 -2.0
FDL First Trust Morningstar Dividend Leaders Index Fund 12.3 45 -5 10.8 +3.9
AGNG Global X Aging Population ETF 12.1 50 -10 4.6 -2.2
HDV iShares Core High Dividend ETF 11.8 8 32 7.2 +0.4
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 11.8 29 11 7.0 +0.1
GDOC Goldman Sachs Future Health Care Equity ETF 11.7 75 -35 2.7 -4.2
RSPH Invesco S&P 500 Equal Weight Health Care ETF 11.6 40 0 7.6 +0.8
DIVN Horizon Dividend Income ETF 11.2 70 -30 7.8 +1.0
FXH First Trust Health Care AlphaDEX Fund 11.2 62 -22 8.1 +1.2
MVAL VanEck Morningstar Wide Moat Value ETF 10.9 49 -9 7.0 +0.2
BGIG Bahl & Gaynor Income Growth ETF 10.6 45 -5 5.2 -1.7
DHS WisdomTree U.S. High Dividend Fund 10.3 38 2 8.2 +1.3
DURA VanEck Durable High Dividend ETF 10.3 29 11 7.5 +0.7
DJD Invesco Dow Jones Industrial Average Dividend ETF 9.8 7 33 7.7 +0.9
MEDI Harbor Health Care ETF 9.8 80 -40 -1.5 -8.3
FLV American Century Focused Large Cap Value ETF 9.5 42 -2 6.8 -0.0
AVIE Avantis  Inflation Focused Equity ETF 9.3 25 15 7.2 +0.4
DUHP Dimensional US High Profitability ETF 8.9 21 19 6.3 -0.6
PSCH Invesco S&P SmallCap Health Care ETF 8.9 29 11 3.6 -3.2
SCHD Schwab US Dividend Equity ETF 8.8 6 34 10.1 +3.2
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 8.7 15 25 4.9 -2.0
GCOW Pacer Global Cash Cows Dividend ETF 8.6 60 -20 10.5 +3.6
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 8.6 30 10 10.6 +3.7
TBG TBG Dividend Focus ETF 8.4 59 -19 8.0 +1.1
RAFE PIMCO RAFI ESG U.S. ETF 8.4 29 11 6.9 +0.0
WBIY WBI Power Factor High Dividend ETF 8.3 100 -60 13.5 +6.7
OUSA ALPS O'Shares U.S. Quality Dividend ETF 8.3 48 -8 6.3 -0.6
SPDV AAM S&P 500 High Dividend Value ETF 8.1 29 11 12.0 +5.2
QLTY GMO U.S. Quality ETF 8.0 50 -10 4.6 -2.3
WDNA WisdomTree BioRevolution Fund 8.0 45 -5 -1.9 -8.7
PAWZ ProShares Pet Care ETF 7.9 50 -10 3.9 -3.0
UDI USCF Dividend Income Fund 7.7 65 -25 8.2 +1.3
DFNV Donoghue Forlines Innovation ETF 7.6 69 -29 4.5 -2.3
EDOW First Trust Dow 30 Equal Weight ETF 7.4 50 -10 5.4 -1.4
HKND Humankind US Stock ETF 7.3 11 29 7.1 +0.2
QDIV Global X S&P 500 Quality Dividend ETF 7.3 20 20 9.1 +2.2
VIG Vanguard Dividend Appreciation ETF 7.3 5 35 5.6 -1.3
RVER Trenchless Fund ETF 7.1 65 -25 3.0 -3.9
DGRO iShares Core Dividend Growth ETF 7.1 8 32 6.6 -0.3
FCPI Fidelity Stocks for Inflation ETF 7.1 15 25 8.0 +1.1
PFM Invesco Dividend Achievers ETF 7.0 53 -13 5.3 -1.5
IBBQ Invesco Nasdaq Biotechnology ETF 7.0 19 21 0.1 -6.7
QLV FlexShares US Quality Low Volatility Index Fund 6.9 22 18 5.8 -1.1
SFLO VictoryShares Small Cap Free Cash Flow ETF 6.8 49 -9 11.2 +4.3
STXD Strive 1000 Dividend Growth ETF 6.8 35 5 5.0 -1.9
DSTL Distillate US Fundamental Stability & Value ETF 6.7 39 1 8.7 +1.8
SDOG ALPS Sector Dividend Dogs ETF 6.6 36 4 9.6 +2.8
MDLV Morgan Dempsey Large Cap Value ETF 6.6 58 -18 7.2 +0.3
DUNK Dana Unconstrained Equity ETF 6.6 75 -35 2.4 -4.5
XT iShares Exponential Technologies ETF 6.6 46 -6 4.5 -2.4
MOAT VanEck Morningstar Wide Moat ETF 6.6 46 -6 6.2 -0.7
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 6.5 35 5 6.0 -0.8
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 6.5 15 25 6.7 -0.2
STRN SMART Trend 25 ETF 6.5 59 -19 3.3 -3.5
VALQ American Century U.S. Quality Value ETF 6.4 29 11 8.0 +1.1
TOPT iShares Top 20 U.S. Stocks ETF 6.4 20 20 3.9 -3.0
QUAL iShares MSCI USA Quality Factor ETF 6.3 15 25 5.2 -1.6
QDEF FlexShares Quality Dividend Defensive Index Fund 6.3 37 3 6.2 -0.6
COWZ Pacer US Cash Cows 100 ETF 6.3 49 -9 8.5 +1.6
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 6.2 59 -19 6.3 -0.5
WRND IQ Global Equity R&D Leaders ETF 6.2 18 22 7.5 +0.6
USRD Themes US R&D Champions ETF 6.2 29 11 4.7 -2.2
CSTK Invesco Comstock Contrarian Equity ETF 6.2 35 5 6.8 -0.0
QVAL Alpha Architect US Quantitative Value ETF 6.1 39 1 10.4 +3.5
NUDV Nuveen ESG Dividend ETF 6.1 26 14 7.7 +0.8
USCF Themes US Cash Flow Champions ETF 6.0 29 11 8.5 +1.7
MODL VictoryShares WestEnd U.S. Sector ETF 6.0 42 -2 4.6 -2.2
TTAC FCF US Quality ETF 6.0 59 -19 6.2 -0.7
DLN WisdomTree U.S. LargeCap Dividend Fund 6.0 28 12 6.0 -0.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 6.0 32 8 5.0 -1.9
STXV Strive 1000 Value ETF 6.0 18 22 8.2 +1.3
SYNB Putnam BioRevolution ETF 5.9 70 -30 2.5 -4.3
FLOW Global X U.S. Cash Flow Kings 100 ETF 5.9 25 15 12.1 +5.3
PEY Invesco High Yield Equity Dividend Achievers ETF 5.9 52 -12 9.9 +3.0
SBIO ALPS Medical Breakthroughs ETF 5.9 50 -10 0.0 -6.9
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 5.9 59 -19 10.0 +3.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 5.8 29 11 6.4 -0.4
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 5.8 7 33 11.1 +4.2
QUS State Street SPDR MSCI USA StrategicFactors ETF 5.8 15 25 5.7 -1.1
FUNL CornerCap Fundametrics Large-Cap ETF 5.8 50 -10 7.2 +0.3
RND First Trust Bloomberg R&D Leaders ETF 5.7 60 -20 3.0 -3.8
HAPI Harbor Human Capital Factor US Large Cap ETF 5.7 36 4 5.0 -1.9
BDIV AAM Brentview Dividend Growth ETF 5.6 49 -9 4.3 -2.5
MGV Vanguard Mega Cap Value ETF 5.6 7 33 6.5 -0.3
SUSL iShares ESG MSCI USA Leaders ETF 5.5 10 30 4.9 -1.9
QDF FlexShares Quality Dividend Index Fund 5.5 37 3 6.3 -0.6
FDRR Fidelity Dividend ETF for Rising Rates 5.5 15 25 6.8 -0.1
VUSE Vident U.S. Equity Strategy ETF 5.4 50 -10 4.3 -2.6
GDIV Harbor Dividend Growth Leaders ETF 5.4 50 -10 5.2 -1.6
BGDV Bahl & Gaynor Dividend ETF 5.4 45 -5 4.7 -2.2
AUSF Global X Adaptive U.S. Factor ETF 5.4 27 13 9.0 +2.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 5.4 10 30 5.0 -1.9
MOO VanEck Agribusiness ETF 5.3 53 -13 10.7 +3.9
DTD WisdomTree U.S. Total Dividend Fund 5.3 28 12 6.4 -0.5
VFLO VictoryShares Free Cash Flow ETF 5.3 39 1 10.0 +3.1
LFSC F/m Emerald Life Sciences Innovation ETF 5.3 79 -39 0.0 -6.9
USMC Principal U.S. Mega-Cap ETF 5.2 12 28 4.5 -2.4
EQWL Invesco S&P 100 Equal Weight ETF 5.2 25 15 6.2 -0.6
LGCF Themes US Cash Flow Champions ETF 5.2 30 10 8.2 +1.3
ITAN Sparkline Intangible Value ETF 5.2 50 -10 6.6 -0.3
ESGG FlexShares STOXX Global ESG Select Index Fund 5.2 42 -2 5.3 -1.6
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 5.2 19 21 5.5 -1.4
BBP Virtus LifeSci Biotech Products ETF 5.1 79 -39 -1.9 -8.8
SQLV Royce Quant Small-Cap Quality Value ETF 5.1 60 -20 9.5 +2.6
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 5.1 10 30 4.2 -2.7
RFFC ALPS Active Equity Opportunity ETF 5.1 48 -8 4.5 -2.4
PTH Invesco Dorsey Wright Healthcare Momentum ETF 5.0 60 -20 -1.0 -7.9
FLRG Fidelity U.S. Multifactor ETF 5.0 15 25 7.0 +0.1
VFMV Vanguard U.S. Minimum Volatility ETF 5.0 13 27 6.0 -0.9
SMRI Bushido Capital US Equity ETF 5.0 71 -31 10.1 +3.3
XMAG Defiance Large Cap ex-Mag 7 ETF 4.9 35 5 5.2 -1.7
FVAL Fidelity Value Factor ETF 4.9 15 25 6.8 -0.1
VLUE iShares MSCI USA Value Factor ETF 4.9 15 25 9.2 +2.4
ZECP Zacks Earnings Consistent Portfolio ETF 4.9 55 -15 4.9 -2.0
GNOM Global X Genomics & Biotechnology ETF 4.9 50 -10 -3.1 -10.0
IOO iShares Global 100 ETF 4.9 41 -1 4.6 -2.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 4.9 10 30 4.1 -2.7
PWV Invesco Large Cap Value ETF 4.8 55 -15 7.7 +0.8
IWX iShares Russell Top 200 Value ETF 4.8 20 20 6.1 -0.8
VYM Vanguard High Dividend Yield Index ETF 4.8 6 34 7.0 +0.1
DVND Touchstone Dividend Select ETF 4.8 67 -27 5.6 -1.3
FTCE First Trust New Constructs Core Earnings Leaders ETF 4.8 60 -20 5.3 -1.6
DIVG Invesco S&P 500 High Dividend Growers ETF 4.8 39 1 8.6 +1.8
DFLV Dimensional US Large Cap Value ETF 4.8 22 18 7.5 +0.7
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 4.8 56 -16 6.2 -0.6
USCL iShares Climate Conscious & Transition MSCI USA ETF 4.7 8 32 4.9 -2.0
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 4.7 49 -9 6.1 -0.7
PBE Invesco Biotechnology & Genome ETF 4.7 58 -18 2.2 -4.7
FFND Future Fund Active ETF 4.7 100 -60 3.8 -3.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 4.7 45 -5 4.4 -2.5
TECB iShares U.S. Tech Breakthrough Multisector ETF 4.7 40 0 3.7 -3.1
SNPG Xtrackers S&P 500 Growth ESG ETF 4.6 15 25 4.6 -2.2
OEI Optimized Equity Income ETF 4.6 75 -35 3.9 -3.0
DIVL Madison Dividend Value ETF 4.6 65 -25 5.5 -1.4
DFUV Dimensional US Marketwide Value ETF 4.6 22 18 7.4 +0.6
HELX Franklin Genomic Advancements ETF 4.6 50 -10 -0.4 -7.2
JGRW Jensen Quality Growth ETF 4.5 57 -17 4.7 -2.2
ROSC Hartford Multifactor Small Cap ETF 4.5 34 6 8.9 +2.1
DFVX Dimensional US Large Cap Vector ETF 4.5 22 18 6.3 -0.6
USMV iShares MSCI USA Min Vol Factor ETF 4.5 15 25 5.8 -1.1
JHDV John Hancock U.S. High Dividend ETF 4.5 34 6 6.7 -0.1
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 4.4 49 -9 4.2 -2.7
IDNA iShares Genomics Immunology and Healthcare ETF 4.4 47 -7 -2.6 -9.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 4.4 7 33 5.1 -1.8
RJDI RJ Eagle GCM Dividend Select Income ETF 4.4 55 -15 5.4 -1.5
SFGV Sequoia Global Value ETF 4.4 23 17 8.3 +1.4
EPS WisdomTree U.S. LargeCap Fund 4.3 8 32 5.7 -1.1
PRXV Praxis Impact Large Cap Value ETF 4.3 36 4 6.7 -0.1
FYC First Trust Small Cap Growth AlphaDEX Fund 4.3 71 -31 -1.4 -8.3
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.3 18 22 5.8 -1.1
DIVZ TrueShares Low Volatility Equity Income ETF 4.3 65 -25 6.6 -0.3
GVIP Goldman Sachs Hedge Industry VIP ETF 4.2 45 -5 3.2 -3.7
SPXT ProShares S&P 500 Ex-Technology ETF 4.2 9 31 5.6 -1.3
NANC Unusual Whales Subversive Democratic Trading ETF 4.2 75 -35 3.5 -3.4
VTV Vanguard Value ETF 4.2 4 36 6.9 +0.0
OEF iShares S&P 100 ETF 4.2 20 20 4.4 -2.5
INCE Franklin Income Equity Focus ETF 4.2 29 11 5.9 -1.0
HGRO Hedgeye Quality Growth ETF 4.2 70 -30 3.6 -3.3
DIVB iShares Core Dividend ETF 4.1 5 35 8.2 +1.3
QGRO American Century U.S. Quality Growth ETF 4.1 29 11 3.8 -3.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4.1 10 30 5.2 -1.7
FMKT The Free Markets ETF 4.1 76 -36 4.2 -2.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 4.1 19 21 6.3 -0.6
CVAR Cultivar ETF 4.1 87 -47 7.6 +0.7
QLC FlexShares US Quality Large Cap Index Fund 4.1 25 15 5.3 -1.6
SEMG Suncoast Select Growth ETF 4.0 60 -20 4.3 -2.5
HLGE Hartford Longevity Economy ETF 4.0 44 -4 6.4 -0.5
GGUS Marketbeta Russell 1000 Growth Equity ETF 4.0 12 28 4.6 -2.2
DGRW WisdomTree US Quality Dividend Growth Fund 4.0 28 12 5.6 -1.3
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 4.0 95 -55 -0.4 -7.2
VOOV Vanguard S&P 500 Value ETF 4.0 7 33 6.3 -0.6
IVE iShares S&P 500 Value ETF 4.0 18 22 6.1 -0.7
SCHV Schwab U.S. Large-Cap Value ETF 4.0 4 36 6.8 -0.1
SPYV State Street SPDR Portfolio S&P 500 Value ETF 4.0 4 36 6.3 -0.6
DSPY Tema S&P 500 Historical Weight ETF 4.0 18 22 5.1 -1.7
SFY SoFi Select 500 ETF 4.0 0 40 4.4 -2.4
MGC Vanguard Mega Cap ETF 3.9 7 33 4.6 -2.3
TOPC iShares S&P 500 3% Capped ETF 3.9 15 25 5.1 -1.8
HDUS Hartford Disciplined US Equity ETF 3.9 19 21 5.7 -1.1
JVAL JPMorgan U.S. Value Factor ETF 3.9 12 28 7.8 +0.9
DIA SPDR Dow Jones Industrial Average ETF 3.9 16 24 5.5 -1.4
BBC Virtus LifeSci Biotech Clinical Trials ETF 3.9 79 -39 0.0 -6.9
SPMV Invesco S&P 500 Minimum Variance ETF 3.9 10 30 5.7 -1.2
IUSV iShares Core S&P US Value ETF 3.8 4 36 6.4 -0.4
WOMN Impact Shares YWCA Women's Empowerment ETF 3.8 75 -35 5.6 -1.2
JQUA JPMorgan U.S. Quality Factor ETF 3.8 12 28 5.9 -0.9
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 3.8 49 -9 9.2 +2.3
FELC Fidelity Enhanced Large Cap Core ETF 3.8 18 22 5.3 -1.6
NULG Nuveen ESG Large-Cap Growth ETF 3.8 26 14 3.4 -3.5
TINT ProShares Smart Materials ETF 3.8 58 -18 5.9 -1.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.8 25 15 7.8 +0.9
XLG Invesco S&P 500 Top 50 ETF 3.8 20 20 4.1 -2.7
SIXA ETC 6 Meridian Mega Cap Equity ETF 3.8 80 -40 7.0 +0.1
DIVY Sound Equity Dividend Income ETF 3.8 45 -5 10.0 +3.2
WLDR Affinity World Leaders Equity ETF 3.8 67 -27 7.1 +0.2
FELV Fidelity Enhanced Large Cap Value ETF 3.8 18 22 6.8 -0.1
FTCS First Trust Capital Strength ETF 3.8 55 -15 6.0 -0.9
SFTY Horizon Managed Risk ETF 3.7 77 -37 4.1 -2.7
QWLD SPDR MSCI World StrategicFactors ETF 3.7 30 10 5.8 -1.1
VSDA VictoryShares Dividend Accelerator ETF 3.7 35 5 7.5 +0.6
STOX Horizon Core Equity ETF 3.7 70 -30 4.2 -2.7
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 3.7 50 -10 8.6 +1.8
YOKE Yoke Core ETF 3.7 42 -2 5.0 -1.9
IWL iShares Russell Top 200 ETF 3.7 15 25 4.5 -2.4
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 3.7 60 -20 10.1 +3.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 3.7 49 -9 4.9 -2.0
LRGF iShares U.S. Equity Factor ETF 3.6 8 32 5.5 -1.4
EMOT First Trust S&P 500 Economic Moat ETF 3.6 60 -20 8.5 +1.6
VFVA Vanguard U.S. Value Factor ETF 3.6 13 27 10.6 +3.7
LRNZ TrueShares Technology, AI & Deep Learning ETF 3.6 69 -29 -0.8 -7.6
GGRW Gabelli Growth Innovators ETF 3.6 90 -50 2.5 -4.4
PRF Invesco FTSE RAFI US 1000 ETF 3.6 39 1 6.7 -0.1
FDLO Fidelity Low Volatility Factor ETF 3.6 15 25 5.5 -1.3
FNDX Schwab Fundamental US Large Co. Index ETF 3.6 25 15 7.2 +0.4
ILCV iShares Morningstar Value ETF 3.6 4 36 6.3 -0.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 3.6 35 5 3.7 -3.2
DUSA Davis Select U.S. Equity ETF 3.6 61 -21 7.4 +0.5
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 3.5 65 -25 3.8 -3.1
SPXM Azoria 500 Meritocracy ETF 3.5 47 -7 4.5 -2.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.5 20 20 5.4 -1.5
ABOT Abacus FCF Innovation Leaders ETF 3.5 69 -29 5.3 -1.6
FLQL Franklin LibertyQ U.S. Equity ETF 3.5 15 25 5.4 -1.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 3.5 75 -35 4.1 -2.8
LCF Touchstone US Large Cap Focused ETF 3.5 69 -29 4.2 -2.6
BRIF FIS Bright Portfolios Focused Equity ETF 3.5 65 -25 4.7 -2.1
DRUP GraniteShares Nasdaq Select Disruptors ETF 3.5 60 -20 4.2 -2.7
VONV Vanguard Russell 1000 Value ETF 3.5 7 33 6.6 -0.3
IWD iShares Russell 1000 Value ETF 3.5 19 21 6.4 -0.4
SHRY First Trust Bloomberg Shareholder Yield ETF 3.4 60 -20 10.7 +3.8
LGDX Intech S&P Large Cap Diversified Alpha ETF 3.4 25 15 4.9 -2.0
KONG Formidable Fortress ETF 3.4 89 -49 5.9 -1.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 3.4 30 10 4.4 -2.4
JSML Janus Henderson Small Cap Growth Alpha ETF 3.4 30 10 8.1 +1.2
GINX SGI Enhanced Global Income ETF 3.4 98 -58 8.0 +1.1
INRO iShares U.S. Industry Rotation Active ETF 3.4 42 -2 4.6 -2.2
RAUS RACWI US ETF 3.4 15 25 4.9 -2.0
IBRN iShares Neuroscience and Healthcare ETF 3.4 47 -7 0.0 -6.9
SIXL ETC 6 Meridian Low Beta Equity ETF 3.4 80 -40 6.5 -0.3
IWFG IQ Winslow Focused Large Cap Growth ETF 3.4 65 -25 3.2 -3.7
FNDB Schwab Fundamental US Broad Market Index ETF 3.4 25 15 7.2 +0.4
MBCC Monarch Blue Chips Core ETF 3.4 125 -85 4.6 -2.3
BGRO iShares Large Cap Growth Active ETF 3.4 55 -15 2.6 -4.3
EVUS iShares ESG Aware MSCI USA Value ETF 3.4 18 22 6.5 -0.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 3.3 20 20 5.1 -1.8
FYX First Trust Small Cap Core AlphaDEX Fund 3.3 61 -21 5.7 -1.2
YOLO AdvisorShares Pure Cannabis ETF 3.3 103 -63 -3.8 -10.7
TOKE Cambria Cannabis ETF 3.3 42 -2 2.2 -4.7
OALC OneAscent Large Cap Core ETF 3.3 86 -46 4.1 -2.7
SPXN ProShares S&P 500 Ex-Financials ETF 3.3 9 31 4.9 -2.0
AFSM First Trust Active Factor Small Cap ETF 3.3 75 -35 7.5 +0.6
VV Vanguard Large-Cap ETF 3.3 4 36 4.8 -2.1
HLAL Wahed FTSE USA Shariah ETF 3.3 50 -10 4.6 -2.3
SPHQ Invesco S&P 500 Quality ETF 3.3 15 25 5.7 -1.2
TOV JLens 500 Jewish Advocacy U.S. ETF 3.3 18 22 4.6 -2.3
ASCE Allspring SMID Core ETF 3.3 38 2 9.2 +2.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 3.3 7 33 4.8 -2.0
STRV Strive 500 ETF 3.3 5 35 4.8 -2.1
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 3.2 20 20 4.6 -2.2
LVOL American Century Low Volatility ETF 3.2 29 11 5.1 -1.8
GXLC Global X U.S. 500 ETF 3.2 2 38 4.8 -2.1
QVML Invesco S&P 500 QVM Multi-factor ETF 3.2 11 29 5.1 -1.8
GK AdvisorShares Gerber Kawasaki ETF 3.2 75 -35 2.6 -4.3
IUS Invesco RAFI Strategic US ETF 3.2 19 21 6.8 -0.0
MGK Vanguard Mega Cap Growth ETF 3.2 7 33 4.3 -2.5
BKLC BNY Mellon US Large Cap Core Equity ETF 3.2 0 40 4.9 -2.0
AGQI First Trust Active Global Quality Income ETF 3.2 85 -45 5.2 -1.7
YLDE ClearBridge Dividend Strategy ESG ETF 3.2 60 -20 5.8 -1.1
BMED Future Health ETF 3.2 85 -45 0.3 -6.6
IWY iShares Russell Top 200 Growth ETF 3.2 20 20 4.2 -2.7
VOO Vanguard S&P 500 ETF 3.2 3 37 4.9 -1.9
VSLU Applied Finance Valuation Large Cap ETF 3.2 49 -9 5.9 -1.0
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 3.2 5 35 8.0 +1.2
ROUS Hartford Multifactor US Equity ETF 3.2 19 21 7.0 +0.1
DVY iShares Select Dividend ETF 3.2 38 2 9.2 +2.3
IVV iShares Core S&P 500 ETF 3.2 3 37 4.9 -2.0
FDWM Fidelity Women's Leadership ETF 3.2 59 -19 4.9 -2.0
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.2 15 25 8.3 +1.4
SPYM State Street SPDR Portfolio S&P 500 ETF 3.2 2 38 4.9 -2.0
SPY SPDR S&P 500 ETF 3.2 9 31 4.8 -2.0
DEW WisdomTree Global High Dividend Fund 3.2 58 -18 8.2 +1.4
LVDS JPMorgan Fundamental Data Science Large Value ETF 3.2 49 -9 6.2 -0.7
DIVS SmartETFs Dividend Builder ETF 3.1 65 -25 5.0 -1.8
VOTE TCW Transform 500 ETF 3.1 5 35 4.9 -2.0
ILCB iShares Morningstar U.S. Equity ETF 3.1 3 37 4.8 -2.1
DFSU Dimensional US Sustainability Core 1 ETF 3.1 18 22 5.3 -1.6
APUE ActivePassive U.S. Equity ETF 3.1 45 -5 4.6 -2.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 3.1 2 38 4.9 -1.9
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.1 39 1 11.6 +4.8
JGLO JPMorgan Global Select Equity ETF 3.1 33 7 5.0 -1.9
DXUV Dimensional US Vector Equity ETF 3.1 28 12 6.1 -0.8
VTI Vanguard Total Stock Market ETF 3.1 3 37 4.8 -2.0
CALF Pacer US Small Cap Cash Cows 100 ETF 3.1 59 -19 10.4 +3.6
DCOR Dimensional US Core Equity 1 ETF 3.1 14 26 5.4 -1.5
FELG Fidelity Enhanced Large Cap Growth ETF 3.1 18 22 4.8 -2.1
VNSE Natixis Vaughan Nelson Select ETF 3.1 80 -40 4.8 -2.1
BEEZ Honeytree U.S. Equity ETF 3.1 64 -24 4.0 -2.9
KAT Scharf ETF 3.1 87 -47 5.4 -1.5
GKAT Scharf Global Opportunity ETF 3.1 57 -17 6.4 -0.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3.1 11 29 4.9 -2.0
VONE Vanguard Russell 1000 ETF 3.0 7 33 4.9 -1.9
RVRB Reverb ETF 3.0 30 10 4.5 -2.3
ABFL Abacus FCF Leaders ETF 3.0 59 -19 4.9 -1.9
IWB iShares Russell 1000 ETF 3.0 15 25 4.8 -2.1
SCHX Schwab U.S. Large-Cap ETF 3.0 3 37 4.9 -1.9
KLMN Invesco MSCI North America Climate ETF 3.0 9 31 5.0 -1.9
LOWV AB US Low Volatility Equity ETF 3.0 48 -8 5.4 -1.4
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 3.0 3 37 5.1 -1.8
DGT State Street SPDR Global Dow ETF 3.0 50 -10 6.6 -0.2
VTHR Vanguard Russell 3000 ETF 3.0 7 33 4.8 -2.0
DAK Dakota Active Equity ETF 3.0 43 -3 4.5 -2.4
IYY iShares Dow Jones U.S. ETF 3.0 20 20 4.7 -2.1
VFMF Vanguard U.S. Multifactor ETF 3.0 18 22 7.7 +0.9
SCHK Schwab 1000 Index ETF 3.0 5 35 4.9 -1.9
IWV iShares Russell 3000 ETF 3.0 20 20 4.7 -2.2
FMTM MarketDesk Focused U.S. Momentum ETF 3.0 45 -5 4.2 -2.7
DFUS Dimensional U.S. Equity ETF 3.0 9 31 4.8 -2.1
FQAL Fidelity Quality Factor ETF 3.0 15 25 5.8 -1.1
DFAC Dimensional U.S. Core Equity 2 ETF 2.9 17 23 5.5 -1.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.9 3 37 4.8 -2.1
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 2.9 12 28 6.1 -0.7
GINN Goldman Sachs Innovate Equity ETF 2.9 52 -12 3.6 -3.2
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.9 27 13 7.3 +0.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.9 14 26 4.9 -2.0
SCHB Schwab U.S. Broad Market ETF 2.9 3 37 4.9 -2.0
JEPI JPMorgan Equity Premium Income ETF 2.9 35 5 5.8 -1.1
IWC iShares Micro-Cap ETF 2.9 60 -20 -1.3 -8.2
GVUS Marketbeta Russell 1000 Value Equity ETF 2.9 12 28 6.6 -0.3
QGRW WisdomTree U.S. Quality Growth Fund 2.9 28 12 4.3 -2.6
DFAU Dimensional US Core Equity Market ETF 2.9 12 28 5.0 -1.9
SPXE ProShares S&P 500 Ex-Energy ETF 2.9 9 31 4.8 -2.1
PBUS Invesco MSCI USA ETF 2.9 4 36 4.9 -2.0
AFOS ARS Focused Opportunities Strategy ETF 2.9 45 -5 3.1 -3.8
LRGE ClearBridge Large Cap Growth ESG ETF 2.9 59 -19 4.2 -2.6
SCHG Schwab U.S. Large-Cap Growth ETF 2.8 4 36 3.8 -3.1
ESGU iShares ESG Aware MSCI USA ETF 2.8 15 25 4.8 -2.1
LCDS JPMorgan Fundamental Data Science Large Core ETF 2.8 30 10 4.7 -2.1
KRMA Global X Conscious Companies ETF 2.8 43 -3 6.0 -0.9
SNPV Xtrackers S&P 500 Value ESG ETF 2.8 15 25 6.8 -0.0
REVS Columbia Research Enhanced Value ETF 2.8 19 21 7.7 +0.9
QUVU Hartford Quality Value ETF 2.8 46 -6 7.4 +0.6
VONG Vanguard Russell 1000 Growth ETF 2.8 7 33 4.5 -2.4
AVSU Avantis Responsible U.S. Equity ETF 2.8 15 25 5.8 -1.0
RECS Columbia Research Enhanced Core ETF 2.8 15 25 5.8 -1.1
SNPE Xtrackers S&P 500 ESG ETF 2.8 10 30 5.0 -1.9
NULV Nuveen ESG Large-Cap Value ETF 2.8 26 14 6.3 -0.6
IWF iShares Russell 1000 Growth ETF 2.8 19 21 4.1 -2.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.8 25 15 5.4 -1.5
NULC Nuveen ESG Large-Cap ETF 2.8 21 19 4.7 -2.2
IJT iShares S&P Small-Cap 600 Growth ETF 2.8 18 22 5.4 -1.5
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 2.8 60 -20 -0.9 -7.8
VUG Vanguard Growth ETF 2.8 4 36 4.2 -2.7
EBI Longview Advantage ETF 2.7 35 5 6.7 -0.1
JGRO JPMorgan Active Growth ETF 2.7 44 -4 3.5 -3.4
NACP Impact Shares NAACP Minority Empowerment ETF 2.7 49 -9 4.7 -2.2
SFYF SoFi Social 50 ETF 2.7 29 11 1.0 -5.9
CGDG Capital Group Dividend Growers ETF 2.7 47 -7 6.0 -0.8
ICAP InfraCap Equity Income Fund ETF 2.7 171 -131 4.3 -2.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.7 29 11 7.9 +1.0
ESGV Vanguard ESG U.S. Stock ETF 2.7 9 31 4.8 -2.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.7 12 28 4.9 -2.0
FTA First Trust Large Cap Value AlphaDEX Fund 2.7 59 -19 8.9 +2.1
VLU State Street SPDR S&P 1500 Value Tilt ETF 2.7 12 28 7.3 +0.5
GSPY Gotham Enhanced 500 ETF 2.7 50 -10 5.1 -1.8
PRXG Praxis Impact Large Cap Growth ETF 2.7 36 4 3.6 -3.3
DFSV Dimensional US Small Cap Value ETF 2.7 31 9 10.4 +3.5
FFLC Fidelity Fundamental Large Cap Core ETF 2.7 38 2 4.5 -2.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.7 9 31 5.3 -1.6
ILCG iShares Morningstar Growth ETF 2.7 4 36 3.7 -3.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.6 30 10 6.8 -0.1
ADME Aptus Drawdown Managed Equity ETF 2.6 79 -39 3.9 -3.0
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.6 15 25 5.4 -1.5
DSMC Distillate Small/Mid Cash Flow ETF 2.6 55 -15 13.0 +6.1
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.6 10 30 5.5 -1.3
GURU Global X Guru Index ETF 2.6 75 -35 2.8 -4.1
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.6 15 25 4.9 -2.0
FBT First Trust NYSE Arca Biotechnology Index Fund 2.6 56 -16 2.1 -4.8
ABLG Abacus FCF International Leaders ETF 2.6 59 -19 6.6 -0.3
XVV iShares ESG Screened S&P 500 ETF 2.6 8 32 4.8 -2.1
FFOG Franklin Focused Growth ETF 2.6 61 -21 2.5 -4.4
CGGO Capital Group Global Growth Equity ETF 2.6 47 -7 4.4 -2.5
LST Leuthold Select Industries ETF 2.6 91 -51 5.7 -1.1
VOOG Vanguard S&P 500 Growth ETF 2.5 7 33 4.1 -2.7
FTGS First Trust Growth Strength ETF 2.5 60 -20 4.5 -2.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.5 15 25 4.6 -2.2
SUSA iShares MSCI USA ESG Select ETF 2.5 25 15 4.6 -2.2
JHML John Hancock Multifactor Large Cap ETF 2.5 29 11 5.4 -1.5
FDMO Fidelity Momentum Factor ETF 2.5 15 25 3.6 -3.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.5 20 20 5.4 -1.5
IVW iShares S&P 500 Growth ETF 2.5 18 22 3.9 -3.0
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 2.5 4 36 4.0 -2.8
EES WisdomTree U.S. SmallCap Fund 2.5 38 2 8.6 +1.7
QQQS Invesco NASDAQ Future Gen 200 ETF 2.5 20 20 -4.4 -11.3
AVUS Avantis U.S. Equity ETF 2.5 15 25 5.7 -1.1
JAVA JPMorgan Active Value ETF 2.5 44 -4 6.4 -0.5
FMED Fidelity Disruptive Medicine ETF 2.5 50 -10 -0.6 -7.5
XSMO Invesco S&P SmallCap Momentum ETF 2.4 39 1 4.5 -2.4
EGUS iShares ESG Aware MSCI USA Growth ETF 2.4 18 22 3.7 -3.2
ACVF American Conservative Values ETF 2.4 75 -35 4.3 -2.6
SIXS ETC 6 Meridian Small Cap Equity ETF 2.4 89 -49 9.8 +2.9
TOK iShares MSCI Kokusai ETF 2.4 26 14 4.9 -2.0
LEAD Siren DIVCON Leaders Dividend ETF 2.4 43 -3 4.4 -2.5
AVSC Avantis U.S Small Cap Equity ETF 2.4 25 15 5.1 -1.8
IUSG iShares Core S&P U.S. Growth ETF 2.4 4 36 4.1 -2.8
AVUQ Avantis U.S. Quality ETF 2.4 15 25 4.4 -2.5
ROE Astoria US Quality Kings ETF 2.4 49 -9 6.9 +0.1
KOKU Xtrackers MSCI Kokusai Equity ETF 2.3 9 31 5.1 -1.8
ACWV iShares MSCI Global Min Vol Factor ETF 2.3 20 20 5.7 -1.1
GLOF iShares Global Equity Factor ETF 2.3 20 20 6.6 -0.2
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 2.3 48 -8 9.1 +2.2
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.3 20 20 6.1 -0.7
IWO iShares Russell 2000 Growth ETF 2.3 24 16 0.8 -6.1
VTWG Vanguard Russell 2000 Growth ETF 2.3 10 30 0.9 -5.9
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 2.3 12 28 7.4 +0.6
URTH iShares MSCI World ETF 2.3 24 16 4.9 -1.9
FSST Fidelity Sustainable U.S. Equity ETF 2.3 59 -19 4.3 -2.6
GRPZ Invesco S&P SmallCap 600 GARP ETF 2.3 35 5 7.4 +0.5
CHGX AXS Change Finance ESG ETF 2.3 49 -9 5.2 -1.6
FTDS First Trust Dividend Strength ETF 2.2 70 -30 8.6 +1.7
XJR iShares ESG Screened S&P Small-Cap ETF 2.2 12 28 7.5 +0.7
PSC Principal U.S. Small-Cap ETF 2.2 38 2 6.9 0.0
PEXL Pacer US Export Leaders ETF 2.2 60 -20 4.5 -2.3
DIV Global X SuperDividend US ETF 2.2 45 -5 11.3 +4.4
SHE State Street SPDR MSCI USA Gender Diversity ETF 2.2 20 20 5.3 -1.5
BFOR ALPS Barron's 400 ETF 2.2 65 -25 5.9 -0.9
SSPX Janus Henderson U.S. Sustainable Equity ETF 2.2 55 -15 4.5 -2.3
DWLD Davis Select Worldwide ETF 2.2 63 -23 7.2 +0.3
ASLV Allspring Special Large Value ETF 2.2 35 5 6.6 -0.3
FBCG Fidelity Blue Chip Growth ETF 2.2 59 -19 2.8 -4.0
ISCV iShares Morningstar Small Cap Value ETF 2.1 6 34 8.5 +1.6
MOTG VanEck Morningstar Global Wide Moat ETF 2.1 52 -12 8.9 +2.0
CZAR Themes Natural Monopoly ETF 2.1 35 5 5.6 -1.3
FVD First Trust Value Line Dividend Index Fund 2.1 65 -25 6.3 -0.5
STXG Strive 1000 Growth ETF 2.1 18 22 3.8 -3.1
AFLG First Trust Active Factor Large Cap ETF 2.1 55 -15 6.3 -0.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.1 25 15 6.0 -0.8
KLMT Invesco MSCI Global Climate 500 ETF 2.1 10 30 5.6 -1.3
USMF WisdomTree U.S. Multifactor Fund 2.1 28 12 7.4 +0.6
ECML Euclidean Fundamental Value ETF 2.1 95 -55 10.3 +3.5
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.0 35 5 7.3 +0.5
VFQY Vanguard U.S. Quality Factor ETF 2.0 13 27 6.2 -0.7
ACWI iShares MSCI ACWI ETF 2.0 32 8 5.3 -1.5
FFTY Innovator IBD 50 ETF 2.0 80 -40 -1.9 -8.8
DFAT Dimensional U.S. Targeted Value ETF 2.0 28 12 10.0 +3.2
IJR iShares Core S&P Small Cap ETF 2.0 6 34 7.6 +0.7
RWL Invesco S&P 500 Revenue ETF 2.0 39 1 6.8 -0.0
CVY Invesco Zacks Multi-Asset Income ETF 2.0 106 -66 11.8 +4.9
FAB First Trust Multi Cap Value AlphaDEX Fund 2.0 67 -27 10.0 +3.1
MBOX Freedom Day Dividend ETF 2.0 39 1 7.8 +0.9
CGDV Capital Group Dividend Value ETF 1.9 33 7 4.6 -2.3
CGUS Capital Group Core Equity ETF 1.9 33 7 4.4 -2.5
CRTC Xtrackers US National Critical Technologies ETF 1.9 35 5 4.8 -2.1
IBB iShares Biotechnology ETF 1.9 45 -5 -0.3 -7.1
SWP SWP Growth & Income ETF 1.9 99 -59 4.1 -2.7
LRGC AB US Large Cap Strategic Equities ETF 1.9 48 -8 4.5 -2.4
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.9 15 25 7.6 +0.8
LYLD Cambria Large Cap Shareholder Yield ETF 1.9 59 -19 9.8 +2.9
SYLD Cambria Shareholder Yield ETF 1.9 59 -19 12.6 +5.7
VT Vanguard Total World Stock ETF 1.9 6 34 5.7 -1.1
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.9 3 37 7.6 +0.7
ANEW ProShares MSCI Transformational Changes ETF 1.9 45 -5 5.3 -1.6
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 -0.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.8 9 31 5.5 -1.4
VIOO Vanguard S&P Small-Cap 600 ETF 1.8 7 33 7.5 +0.7
GVLU Gotham 1000 Value ETF 1.8 50 -10 9.0 +2.2
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 1.8 12 28 8.0 +1.2
SHUS Syntax Stratified U.S. Total Market Hedged ETF 1.8 65 -25 6.4 -0.4
TAX Cambria Tax Aware ETF 1.8 49 -9 6.0 -0.8
FSMD Fidelity Small-Mid Multifactor ETF 1.8 15 25 7.0 +0.1
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.8 29 11 7.5 +0.6
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 1.8 49 -9 7.1 +0.2
RCGE RockCreek Global Equality ETF 1.7 95 -55 6.7 -0.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.7 9 31 3.9 -3.0
RFV Invesco S&P Midcap 400 Pure Value ETF 1.7 35 5 13.0 +6.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.7 60 -20 4.4 -2.5
HAPS Harbor Human Capital Factor US Small Cap ETF 1.7 60 -20 3.8 -3.1
RSSL Global X Russell 2000 ETF 1.7 8 32 3.5 -3.4
TMDV ProShares Russell US Dividend Growers ETF 1.7 35 5 7.1 +0.2
IWM iShares Russell 2000 ETF 1.7 19 21 3.5 -3.4
VTWO Vanguard Russell 2000 ETF 1.7 7 33 3.6 -3.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.6 18 22 7.9 +1.0
FBCV Fidelity Blue Chip Value ETF 1.6 59 -19 7.4 +0.5
PCGG Polen Capital Global Growth ETF 1.6 85 -45 4.2 -2.7
VFMO Vanguard U.S. Momentum Factor ETF 1.6 13 27 2.9 -3.9
FDLS Inspire Fidelis Multi Factor ETF 1.6 76 -36 4.8 -2.0
FESM Fidelity Enhanced Small Cap ETF 1.6 28 12 3.2 -3.7
LOGO Alpha Brands Consumption Leaders ETF 1.6 69 -29 3.1 -3.8
JPEF JPMorgan Equity Focus ETF 1.6 50 -10 4.4 -2.5
DFAS Dimensional U.S. Small Cap ETF 1.6 26 14 6.6 -0.2
JMOM JPMorgan U.S. Momentum Factor ETF 1.6 12 28 4.6 -2.3
GQI Natixis Gateway Quality Income ETF 1.6 34 6 5.1 -1.8
IJJ iShares S&P Mid-Cap 400 Value ETF 1.6 18 22 8.7 +1.8
SMLF iShares U.S. SmallCap Equity Factor ETF 1.6 15 25 6.0 -0.9
AGRW Allspring LT Large Growth ETF 1.6 35 5 3.6 -3.3
ISCB iShares Morningstar Small-Cap ETF 1.6 4 36 5.7 -1.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.6 70 -30 2.1 -4.7
FEX First Trust Large Cap Core AlphaDEX Fund 1.5 59 -19 5.9 -1.0
DIVE Dana Concentrated Dividend ETF 1.5 65 -25 7.9 +1.0
SMOT VanEck Morningstar SMID Moat ETF 1.5 49 -9 6.8 -0.1
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 1.5 15 25 8.7 +1.9
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.5 35 5 6.4 -0.5
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.5 29 11 4.7 -2.2
ULVM VictoryShares US Value Momentum ETF 1.5 20 20 7.4 +0.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.5 10 30 8.8 +1.9
BKWO BNY Mellon Women's Opportunities ETF 1.5 50 -10 3.9 -3.0
MAGA Point Bridge America First ETF 1.5 72 -32 6.3 -0.6
EZM WisdomTree U.S. MidCap Fund 1.5 38 2 8.7 +1.8
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.5 38 2 7.8 +1.0
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.5 35 5 7.9 +1.0
GEW Cambria Global EW ETF 1.5 29 11 5.9 -0.9
FDVV Fidelity High Dividend ETF 1.5 15 25 7.6 +0.7
RGEF Rockefeller Global Equity ETF 1.5 55 -15 4.6 -2.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.5 15 25 4.6 -2.3
HAPY Harbor Human Capital Factor Unconstrained ETF 1.5 50 -10 5.9 -1.0
CGGR Capital Group Growth ETF 1.5 39 1 3.4 -3.5
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.4 70 -30 5.2 -1.7
RNIN Bushido Capital US SMID Cap Equity ETF 1.4 70 -30 12.5 +5.7
RSP Invesco S&P 500 Equal Weight ETF 1.4 20 20 6.8 -0.1
SDY State Street SPDR S&P Dividend ETF 1.4 35 5 7.0 +0.1
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.4 55 -15 4.3 -2.6
SGLC SGI U.S. Large Cap Core ETF 1.4 85 -45 4.1 -2.7
FYT First Trust Small Cap Value AlphaDEX Fund 1.4 73 -33 11.7 +4.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.4 64 -24 1.2 -5.7
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.4 35 5 7.4 +0.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.4 15 25 4.1 -2.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.4 9 31 6.2 -0.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.4 39 1 3.0 -3.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.3 17 23 6.0 -0.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.3 24 16 8.3 +1.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.3 50 -10 4.1 -2.8
EUSA iShares MSCI USA Equal Weighted ETF 1.3 9 31 6.3 -0.6
BKSE BNY Mellon US Small Cap Core Equity ETF 1.3 4 36 5.8 -1.1
GOP Unusual Whales Subversive Republican Trading ETF 1.3 50 -10 5.4 -1.5
DSI iShares MSCI KLD 400 Social ETF 1.3 25 15 4.9 -2.0
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.3 35 5 7.5 +0.6
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.3 12 28 3.9 -2.9
RAYD Rayliant Quantitative Developed Market Equity ETF 1.3 80 -40 4.4 -2.5
VBR Vanguard Small Cap Value ETF 1.3 7 33 9.1 +2.2
SIZE iShares MSCI USA Size Factor ETF 1.3 15 25 6.3 -0.6
TMAT Main Thematic Innovation ETF 1.3 164 -124 -1.5 -8.4
SCHA Schwab U.S. Small-Cap ETF 1.2 4 36 5.5 -1.3
TPSC Timothy Plan US Small Cap Core ETF 1.2 52 -12 7.1 +0.2
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.2 15 25 9.0 +2.1
VXF Vanguard Extended Market ETF 1.2 5 35 4.4 -2.5
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.2 30 10 8.3 +1.4
AVMV Avantis U.S. Mid Cap Value ETF 1.2 20 20 8.9 +2.0
SCHM Schwab U.S. Mid-Cap ETF 1.2 4 36 7.0 +0.1
SPGP Invesco S&P 500 GARP ETF 1.2 34 6 6.9 +0.0
DEEP Roundhill Acquirers Deep Value ETF 1.2 80 -40 19.6 +12.7
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.2 55 -15 10.5 +3.7
AVLV Avantis U.S. Large Cap Value ETF 1.2 15 25 7.8 +0.9
EQAL Invesco Russell 1000 Equal Weight ETF 1.2 20 20 7.2 +0.3
JHSC John Hancock Multifactor Small Cap ETF 1.2 42 -2 6.7 -0.2
SPLV Invesco S&P 500 Low Volatility ETF 1.2 25 15 5.7 -1.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.2 25 15 5.7 -1.1
IJS iShares S&P Small-Cap 600 Value ETF 1.2 18 22 9.8 +2.9
ALTL Pacer Lunt Large Cap Alternator ETF 1.1 60 -20 4.9 -1.9
WDIV SPDR S&P Global Dividend ETF 1.1 40 0 9.0 +2.2
SVAL iShares US Small Cap Value Factor ETF 1.1 20 20 8.7 +1.9
STXM Strive Mid-Cap ETF 1.1 18 22 6.4 -0.5
RPV Invesco S&P 500 Pure Value ETF 1.1 35 5 10.3 +3.4
FNX First Trust Mid Cap Core AlphaDEX Fund 1.1 60 -20 6.9 +0.0
STXK Strive Small-Cap ETF 1.1 18 22 6.0 -0.9
OPTZ Optimize Strategy Index ETF 1.1 50 -10 4.8 -2.1
ONEY State Street SPDR Russell 1000 Yield Focus ETF 1.1 20 20 10.3 +3.4
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.1 15 25 9.8 +2.9
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.1 68 -28 2.0 -4.9
BLCV iShares Large Cap Value Active ETF 1.1 53 -13 7.4 +0.6
XSLV Invesco S&P SmallCap Low Volatility ETF 1.1 25 15 8.6 +1.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.1 10 30 9.7 +2.8
PSET Principal Quality ETF 1.0 15 25 5.5 -1.3
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.0 39 1 9.7 +2.9
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.0 79 -39 5.8 -1.1
ISCG iShares Morningstar Small-Cap Growth ETF 1.0 6 34 2.9 -4.0
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.0 85 -45 3.4 -3.4
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.0 65 -25 8.0 +1.1
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.0 39 1 4.9 -2.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.0 80 -40 7.6 +0.8
VB Vanguard Small-Cap ETF 1.0 5 35 6.1 -0.8
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.0 20 20 4.3 -2.6
JSTC Adasina Social Justice All Cap Global ETF 1.0 89 -49 4.8 -2.0
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.0 20 20 8.3 +1.5
ABLS Abacus FCF Small Cap Leaders ETF 1.0 59 -19 5.2 -1.7
IWN iShares Russell 2000 Value ETF 1.0 24 16 6.3 -0.5
ALRG Allspring LT Large Core ETF 1.0 28 12 4.4 -2.4
DEUS Xtrackers Russell US Multifactor ETF 1.0 17 23 7.0 +0.2
VTWV Vanguard Russell 2000 Value ETF 1.0 10 30 6.4 -0.5
CSMD Congress SMid Growth ETF 1.0 69 -29 4.0 -2.8
AVUV Avantis U.S. Small Cap Value ETF 1.0 25 15 9.6 +2.8
BUZZ VanEck Social Sentiment ETF 0.9 75 -35 -0.8 -7.6
SFYX SoFi Next 500 ETF 0.9 0 40 5.9 -1.0
FFOX FundX Future Fund Opportunities ETF 0.9 100 -60 3.4 -3.4
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.9 20 20 6.8 -0.0
PY Principal Value ETF 0.9 15 25 7.3 +0.4
GQQQ Astoria US Quality Growth Kings ETF 0.9 35 5 4.6 -2.3
WCEO Hypatia Women CEO ETF 0.9 85 -45 3.2 -3.7
FNDA Schwab Fundamental US Small Co. Index ETF 0.8 25 15 7.6 +0.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.8 7 33 5.8 -1.1
PSIL AdvisorShares Psychedelics ETF 0.8 99 -59 0.0 -6.9
FNK First Trust Mid Cap Value AlphaDEX Fund 0.8 70 -30 10.8 +3.9
DES WisdomTree U.S. SmallCap Dividend Fund 0.8 38 2 9.1 +2.3
VIDI Vident International Equity Strategy ETF 0.8 61 -21 10.4 +3.5
PRAY FIS Christian Stock Fund 0.8 69 -29 5.1 -1.7
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.8 40 0 4.7 -2.2
DON WisdomTree U.S. MidCap Dividend Fund 0.8 38 2 9.2 +2.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.8 15 25 7.3 +0.5
FLDZ RiverNorth Patriot ETF 0.8 75 -35 6.3 -0.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.8 9 31 4.8 -2.0
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 11 4.9 -2.0
CFA VictoryShares US 500 Volatility Wtd ETF 0.8 35 5 6.1 -0.7
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.8 40 0 6.1 -0.8
IJH iShares Core S&P Mid-Cap ETF 0.8 5 35 7.2 +0.4
MDY SPDR S&P Midcap 400 ETF Trust 0.8 24 16 7.1 +0.2
BLCR iShares Large Cap Core Active ETF 0.8 36 4 3.7 -3.1
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -35 4.9 -1.9
NUSC Nuveen ESG Small-Cap ETF 0.7 31 9 5.2 -1.7
AVMC Avantis U.S. Mid Cap Equity ETF 0.7 18 22 6.9 +0.0
WTV WisdomTree US Value Fund of Benef Interest 0.7 12 28 8.9 +2.1
THRO iShares U.S. Thematic Rotation Active ETF 0.7 90 -50 3.8 -3.1
IVOO Vanguard S&P Mid-Cap 400 ETF 0.7 7 33 7.3 +0.4
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.7 3 37 7.3 +0.4
JPSV JPMorgan Active Small Cap Value ETF 0.7 74 -34 8.5 +1.7
NIXT Research Affiliates Deletions ETF 0.7 9 31 8.0 +1.2
VBK Vanguard Small-Cap Growth ETF 0.7 7 33 1.7 -5.1
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.7 35 5 5.8 -1.1
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.7 20 20 3.0 -3.9
SMMD iShares Russell 2500 ETF 0.7 15 25 6.7 -0.2
LQPE PEO AlphaQuest Thematic PE ETF 0.7 125 -85 7.0 +0.1
JHMM John Hancock Multifactor Mid Cap ETF 0.7 42 -2 6.3 -0.5
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.6 47 -7 9.0 +2.1
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.6 43 -3 6.1 -0.8
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 0.6 40 0 7.6 +0.8
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.6 60 -20 6.5 -0.3
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.6 70 -30 5.1 -1.8
RWK Invesco S&P MidCap 400 Revenue ETF 0.6 39 1 9.5 +2.7
AFMC First Trust Active Factor Mid Cap ETF 0.6 65 -25 8.3 +1.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.6 24 16 7.4 +0.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.6 20 20 6.4 -0.4
RDVY First Trust Rising Dividend Achievers ETF 0.6 50 -10 6.3 -0.5
IWS iShares Russell Mid-Cap Value ETF 0.5 23 17 7.2 +0.3
ETHO Etho Climate Leadership U.S. ETF 0.5 47 -7 5.3 -1.6
MVPA Miller Value Partners Appreciation ETF 0.5 60 -20 8.8 +2.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.5 60 -20 4.8 -2.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.5 4 36 5.9 -0.9
RNSC Furst Trust Small Cap US Equity Select ETF 0.5 60 -20 5.2 -1.7
FSGS First Trust SMID Growth Strength ETF 0.5 60 -20 5.3 -1.6
IWR iShares Russell Midcap ETF 0.5 19 21 6.2 -0.6
ISMD Inspire Small/Mid Cap ETF 0.5 54 -14 5.3 -1.6
FMDE Fidelity Enhanced Mid Cap ETF 0.5 23 17 6.0 -0.8
COPY Tweedy, Browne Insider + Value ETF 0.5 80 -40 11.7 +4.8
HYP Golden Eagle Dynamic Hypergrowth ETF 0.5 85 -45 -1.2 -8.0
SAGP Strategas Global Policy Opportunities ETF 0.4 65 -25 5.5 -1.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.4 65 -25 1.9 -5.0
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.4 15 25 8.0 +1.2
RPG Invesco S&P 500 Pure Growth ETF 0.4 35 5 3.5 -3.4
TMFC Motley Fool 100 Index ETF 0.4 50 -10 3.5 -3.4
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.4 15 25 6.1 -0.8
XOEF iShares S&P 500 ex S&P 100 ETF 0.4 20 20 5.6 -1.2
CGV Conductor Global Equity Value ETF 0.4 130 -90 7.7 +0.9
BOUT Innovator IBD Breakout Opportunities ETF 0.4 81 -41 5.3 -1.6
XJH iShares ESG Screened S&P Mid-Cap ETF 0.4 12 28 7.2 +0.3
TMFX Motley Fool Next Index ETF 0.4 50 -10 3.1 -3.8
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.3 35 5 9.8 +3.0
BLES Inspire Global Hope ETF 0.3 61 -21 6.9 -0.0
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.3 35 5 9.3 +2.4
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 19 3.7 -3.1
USXF iShares ESG Advanced MSCI USA ETF 0.3 10 30 4.7 -2.2
SPIT F/m Emerald Special Situations ETF 0.3 105 -65 -0.9 -7.8
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.3 52 -12 5.8 -1.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.3 58 -18 5.7 -1.2
PTL Inspire 500 ETF 0.3 9 31 5.3 -1.6
XSHQ Invesco S&P SmallCap Quality ETF 0.3 29 11 7.8 +1.0
IWP iShares Russell Mid-Cap Growth ETF 0.3 23 17 3.3 -3.6
CATH Global X S&P 500 Catholic Values Custom ETF 0.2 29 11 4.6 -2.2
IMCV iShares Morningstar Mid-Cap Value ETF 0.2 6 34 8.2 +1.4
CHRI Global X S&P 500 Christian Values ETF 0.2 29 11 4.6 -2.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.2 65 -25 2.1 -4.8
IMCB iShares Morningstar Mid-Cap ETF 0.1 4 36 6.3 -0.5
AIEQ AI Powered Equity ETF 0.1 75 -35 4.7 -2.1
FPX First Trust US Equity Opportunities ETF 0.1 61 -21 0.9 -5.9
MTUM iShares MSCI USA Momentum Factor ETF 0.1 15 25 3.1 -3.8
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 -5 8.4 +1.5
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 15 8.9 +2.1

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

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RESULTS & ESTIMATES

  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 2.8 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 6.9 %
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.