iShares U.S. Pharmaceuticals ETF
ALTAR
Score™		 5.8% 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) $840
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 55
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 23.9 %
JOHNSON & JOHNSON 22.1 %
MERCK & CO. INC. 4.8 %
ZOETIS INC 4.7 %
BRISTOL-MYERS SQUIBB CO 4.6 %
PFIZER INC 4.3 %
ROYALTY PHARMA PLC CLASS A 4.0 %
VIATRIS, INC. 3.9 %
ELANCO ANIMAL HEALTH, INC. 3.0 %
JAZZ PHARMACEUTICALS PLC 2.9 %
Total 78.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 92.7 %
IRELAND 3.4 %
SINGAPORE 0.6 %
CAYMAN ISLANDS 0.2 %







HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
31.7% 31.7% 9.1% 6.2% 10.2%

Market Correlations
versus... Beta R-squared
S&P500 0.51 23%
MSCI EAFE 0.67 29%
MSCI Emg. Mkts. 0.44 15%

Technical Indicators
Recent close $83.98
30d moving avg. $84.03
Annualized volatility 14.2%
Short interest (ETF) 5.1%
Short interest (Underlying) 2.8%
Relative strength (RSI) 63

Liquidity measures
Avg. volume (thou.) 118
Turnover 1.2%
Bid/Ask (% of price) 0.06%
ADV underlying (mns) $5,307

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 695 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™: 5.8%


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 44.9 36 4 6.5 +0.7
XPH State Street SPDR S&P Pharmaceuticals ETF 38.0 35 5 0.9 -4.9
FTXH First Trust Nasdaq Pharmaceuticals ETF 37.5 60 -20 7.1 +1.2
PJP Invesco Pharmaceuticals ETF 35.6 57 -17 6.9 +1.0
MEDX Horizon Kinetics Medical ETF 34.9 85 -45 1.3 -4.5
XLV The Health Care Select Sector SPDR Fund 34.4 8 32 6.1 +0.3
IYH iShares U.S. Healthcare ETF 34.2 40 0 5.4 -0.4
FHLC Fidelity MSCI Health Care Index ETF 30.7 8 32 5.1 -0.8
VHT Vanguard Health Care ETF 28.0 9 31 4.9 -1.0
IXJ iShares Global Healthcare ETF 24.5 42 -2 5.8 -0.1
THNR Amplify Weight Loss Drug & Treatment ETF 22.2 59 -19 5.9 +0.0
HART IQ Healthy Hearts ETF 21.6 45 -5 5.4 -0.5
HRTS Tema Heart & Health ETF 21.5 75 -35 2.0 -3.9
OZEM Roundhill GLP-1 & Weight Loss ETF 20.6 59 -19 4.0 -1.8
MEDI Harbor Health Care ETF 20.0 80 -40 -1.5 -7.4
GDOC Goldman Sachs Future Health Care Equity ETF 18.8 75 -35 2.3 -3.5
LVDS JPMorgan Fundamental Data Science Large Value ETF 17.3 49 -9 5.8 -0.0
CANC Tema Oncology ETF 16.9 75 -35 -2.6 -8.5
PINK Simplify Health Care ETF 13.4 50 -10 0.7 -5.2
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 13.3 29 11 6.0 +0.2
AGNG Global X Aging Population ETF 12.7 50 -10 4.0 -1.8
FDL First Trust Morningstar Dividend Leaders Index Fund 12.5 45 -5 9.8 +3.9
JDOC JPMorgan Healthcare Leaders ETF 12.4 65 -25 3.4 -2.4
SGRT SMART Earnings Growth 30 ETF 11.6 59 -19 1.8 -4.0
RSPH Invesco S&P 500 Equal Weight Health Care ETF 11.6 40 0 6.6 +0.7
DIVN Horizon Dividend Income ETF 11.6 70 -30 6.9 +1.0
BGIG Bahl & Gaynor Income Growth ETF 11.0 45 -5 4.7 -1.2
FXH First Trust Health Care AlphaDEX Fund 10.8 62 -22 6.9 +1.1
WDNA WisdomTree BioRevolution Fund 10.7 45 -5 -2.0 -7.9
AVIE Avantis  Inflation Focused Equity ETF 10.7 25 15 6.4 +0.6
BMED Future Health ETF 10.5 85 -45 0.2 -5.6
XT iShares Exponential Technologies ETF 10.3 46 -6 4.2 -1.6
MVAL VanEck Morningstar Wide Moat Value ETF 10.2 49 -9 6.2 +0.3
DJD Invesco Dow Jones Industrial Average Dividend ETF 10.1 7 33 6.8 +1.0
PAWZ ProShares Pet Care ETF 9.8 50 -10 3.6 -2.3
QLTY GMO U.S. Quality ETF 9.5 50 -10 3.9 -2.0
LRND IQ U.S. Large Cap R&D Leaders ETF 9.4 14 26 4.3 -1.5
DUHP Dimensional US High Profitability ETF 9.3 21 19 5.0 -0.8
WBIY WBI Power Factor High Dividend ETF 8.9 100 -60 12.5 +6.7
TBG TBG Dividend Focus ETF 8.8 59 -19 7.3 +1.4
OUSA ALPS O'Shares U.S. Quality Dividend ETF 8.7 48 -8 5.2 -0.6
DHS WisdomTree U.S. High Dividend Fund 8.7 38 2 7.4 +1.6
SPDV AAM S&P 500 High Dividend Value ETF 8.7 29 11 10.8 +4.9
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 8.6 30 10 9.8 +3.9
SCHD Schwab US Dividend Equity ETF 8.4 6 34 9.1 +3.2
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 8.3 15 25 4.4 -1.5
GDIV Harbor Dividend Growth Leaders ETF 8.1 50 -10 4.5 -1.4
RAFE PIMCO RAFI ESG U.S. ETF 7.9 29 11 6.1 +0.3
SIXA ETC 6 Meridian Mega Cap Equity ETF 7.9 80 -40 6.2 +0.4
VIG Vanguard Dividend Appreciation ETF 7.7 5 35 4.9 -0.9
DFNV Donoghue Forlines Innovation ETF 7.6 69 -29 3.7 -2.1
QLV FlexShares US Quality Low Volatility Index Fund 7.4 22 18 5.1 -0.7
IBBQ Invesco Nasdaq Biotechnology ETF 7.3 19 21 0.1 -5.7
STXD Strive 1000 Dividend Growth ETF 7.2 35 5 4.3 -1.6
DSTL Distillate US Fundamental Stability & Value ETF 7.2 39 1 7.4 +1.5
GK AdvisorShares Gerber Kawasaki ETF 7.1 75 -35 2.0 -3.8
DUNK Dana Unconstrained Equity ETF 7.1 75 -35 1.9 -4.0
STRN SMART Trend 25 ETF 7.1 59 -19 2.7 -3.2
TOPT iShares Top 20 U.S. Stocks ETF 7.0 20 20 3.3 -2.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 7.0 29 11 5.7 -0.2
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 7.0 15 25 5.8 -0.0
PFM Invesco Dividend Achievers ETF 7.0 53 -13 4.7 -1.1
HDV iShares Core High Dividend ETF 6.9 8 32 6.6 +0.7
MOO VanEck Agribusiness ETF 6.9 53 -13 9.9 +4.1
VFLO VictoryShares Free Cash Flow ETF 6.9 39 1 8.7 +2.9
EDOW First Trust Dow 30 Equal Weight ETF 6.9 50 -10 4.6 -1.2
PCGG Polen Capital Global Growth ETF 6.9 85 -45 3.4 -2.5
USMC Principal U.S. Mega-Cap ETF 6.8 12 28 3.9 -1.9
USRD Themes US R&D Champions ETF 6.7 29 11 4.0 -1.9
QUAL iShares MSCI USA Quality Factor ETF 6.7 15 25 4.4 -1.5
SNPG Xtrackers S&P 500 Growth ESG ETF 6.7 15 25 3.6 -2.2
ESGG FlexShares STOXX Global ESG Select Index Fund 6.5 42 -2 4.7 -1.1
BBP Virtus LifeSci Biotech Products ETF 6.4 79 -39 -3.0 -8.8
DGRO iShares Core Dividend Growth ETF 6.4 8 32 5.9 +0.0
PSCH Invesco S&P SmallCap Health Care ETF 6.4 29 11 3.4 -2.4
QDEF FlexShares Quality Dividend Defensive Index Fund 6.3 37 3 5.3 -0.5
HAPI Harbor Human Capital Factor US Large Cap ETF 6.3 36 4 4.2 -1.6
HLAL Wahed FTSE USA Shariah ETF 6.2 50 -10 3.9 -1.9
QVAL Alpha Architect US Quantitative Value ETF 6.2 39 1 8.8 +2.9
CGDV Capital Group Dividend Value ETF 6.2 33 7 4.0 -1.8
CSTK Invesco Comstock Contrarian Equity ETF 6.2 35 5 6.0 +0.2
RND First Trust Bloomberg R&D Leaders ETF 6.2 60 -20 2.3 -3.5
QDF FlexShares Quality Dividend Index Fund 6.1 37 3 5.5 -0.4
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 6.1 35 5 5.1 -0.7
SDOG ALPS Sector Dividend Dogs ETF 6.1 36 4 8.8 +3.0
STXV Strive 1000 Value ETF 6.1 18 22 7.2 +1.4
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 6.1 49 -9 2.9 -2.9
COWZ Pacer US Cash Cows 100 ETF 6.1 49 -9 7.5 +1.7
QUS State Street SPDR MSCI USA StrategicFactors ETF 6.1 15 25 5.0 -0.8
VNSE Natixis Vaughan Nelson Select ETF 6.1 80 -40 4.1 -1.7
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 6.1 7 33 10.2 +4.4
USCF Themes US Cash Flow Champions ETF 6.0 29 11 7.7 +1.9
TTAC FCF US Quality ETF 6.0 59 -19 4.9 -0.9
GCOW Pacer Global Cash Cows Dividend ETF 6.0 60 -20 9.8 +3.9
DLN WisdomTree U.S. LargeCap Dividend Fund 6.0 28 12 5.3 -0.5
ZECP Zacks Earnings Consistent Portfolio ETF 5.9 55 -15 4.2 -1.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 5.9 32 8 4.3 -1.5
BDIV AAM Brentview Dividend Growth ETF 5.9 49 -9 3.8 -2.1
PEY Invesco High Yield Equity Dividend Achievers ETF 5.8 52 -12 9.1 +3.3
SUSL iShares ESG MSCI USA Leaders ETF 5.8 10 30 4.1 -1.7
FUNL CornerCap Fundametrics Large-Cap ETF 5.8 50 -10 6.4 +0.6
BGDV Bahl & Gaynor Dividend ETF 5.8 45 -5 4.0 -1.8
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 5.7 56 -16 5.9 +0.1
QDIV Global X S&P 500 Quality Dividend ETF 5.7 20 20 8.3 +2.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 5.7 10 30 4.2 -1.7
VUSE Vident U.S. Equity Strategy ETF 5.7 50 -10 3.5 -2.3
FDRR Fidelity Dividend ETF for Rising Rates 5.7 15 25 6.1 +0.3
MGV Vanguard Mega Cap Value ETF 5.7 7 33 5.8 -0.1
DVND Touchstone Dividend Select ETF 5.7 67 -27 5.0 -0.9
JHDV John Hancock U.S. High Dividend ETF 5.6 34 6 6.0 +0.2
FVAL Fidelity Value Factor ETF 5.6 15 25 5.9 +0.0
MOAT VanEck Morningstar Wide Moat ETF 5.5 46 -6 5.4 -0.4
GNOM Global X Genomics & Biotechnology ETF 5.5 50 -10 -3.9 -9.8
AUSF Global X Adaptive U.S. Factor ETF 5.5 27 13 8.0 +2.2
DTD WisdomTree U.S. Total Dividend Fund 5.4 28 12 5.6 -0.2
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 5.4 10 30 3.6 -2.2
PY Principal Value ETF 5.4 15 25 6.5 +0.7
ITAN Sparkline Intangible Value ETF 5.3 50 -10 5.7 -0.2
RFFC ALPS Active Equity Opportunity ETF 5.2 48 -8 3.7 -2.2
HELX Franklin Genomic Advancements ETF 5.2 50 -10 -0.4 -6.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 5.2 10 30 3.6 -2.3
EQWL Invesco S&P 100 Equal Weight ETF 5.2 25 15 5.5 -0.4
MDLV Morgan Dempsey Large Cap Value ETF 5.2 58 -18 6.6 +0.8
FLV American Century Focused Large Cap Value ETF 5.1 42 -2 6.1 +0.3
LGCF Themes US Cash Flow Champions ETF 5.1 30 10 7.2 +1.4
IOO iShares Global 100 ETF 5.1 41 -1 3.9 -1.9
FTCE First Trust New Constructs Core Earnings Leaders ETF 5.1 60 -20 4.5 -1.3
VALQ American Century U.S. Quality Value ETF 5.1 29 11 6.8 +1.0
UDI USCF Dividend Income Fund 5.1 65 -25 7.3 +1.4
SPXT ProShares S&P 500 Ex-Technology ETF 5.0 9 31 4.9 -1.0
NUDV Nuveen ESG Dividend ETF 5.0 26 14 6.8 +1.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 5.0 8 32 4.3 -1.6
IWFG IQ Winslow Focused Large Cap Growth ETF 5.0 65 -25 2.4 -3.4
DURA VanEck Durable High Dividend ETF 5.0 29 11 6.8 +0.9
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 5.0 45 -5 3.6 -2.3
VYM Vanguard High Dividend Yield Index ETF 4.9 6 34 6.4 +0.5
XMAG Defiance Large Cap ex-Mag 7 ETF 4.9 35 5 4.5 -1.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 4.9 7 33 4.4 -1.4
IWX iShares Russell Top 200 Value ETF 4.9 20 20 5.3 -0.5
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 4.9 49 -9 4.8 -1.0
VFVA Vanguard U.S. Value Factor ETF 4.9 13 27 9.5 +3.7
IDNA iShares Genomics Immunology and Healthcare ETF 4.9 47 -7 -3.1 -8.9
DFLV Dimensional US Large Cap Value ETF 4.8 22 18 6.6 +0.7
PWV Invesco Large Cap Value ETF 4.8 55 -15 6.7 +0.9
VLUE iShares MSCI USA Value Factor ETF 4.8 15 25 8.1 +2.3
FQAL Fidelity Quality Factor ETF 4.8 15 25 4.8 -1.0
JGRW Jensen Quality Growth ETF 4.8 57 -17 3.6 -2.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 4.8 49 -9 4.0 -1.8
TINT ProShares Smart Materials ETF 4.8 58 -18 5.1 -0.8
IWC iShares Micro-Cap ETF 4.8 60 -20 -1.3 -7.1
DIVG Invesco S&P 500 High Dividend Growers ETF 4.8 39 1 7.8 +2.0
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 4.8 49 -9 3.5 -2.3
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 4.8 35 5 7.3 +1.4
DGRW WisdomTree US Quality Dividend Growth Fund 4.8 28 12 4.9 -1.0
OEI Optimized Equity Income ETF 4.8 75 -35 3.2 -2.6
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 4.8 19 21 4.8 -1.0
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 4.8 38 2 7.2 +1.4
DIVL Madison Dividend Value ETF 4.7 65 -25 4.9 -1.0
USMV iShares MSCI USA Min Vol Factor ETF 4.7 15 25 5.1 -0.8
VFQY Vanguard U.S. Quality Factor ETF 4.7 13 27 5.4 -0.5
QLC FlexShares US Quality Large Cap Index Fund 4.7 25 15 4.5 -1.3
DFVX Dimensional US Large Cap Vector ETF 4.6 22 18 5.4 -0.5
DFUV Dimensional US Marketwide Value ETF 4.6 22 18 6.5 +0.7
PBE Invesco Biotechnology & Genome ETF 4.6 58 -18 1.7 -4.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 4.6 95 -55 -0.4 -6.3
RJDI RJ Eagle GCM Dividend Select Income ETF 4.6 55 -15 4.9 -1.0
FDWM Fidelity Women's Leadership ETF 4.6 59 -19 4.2 -1.7
PTH Invesco Dorsey Wright Healthcare Momentum ETF 4.6 60 -20 -1.8 -7.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.5 18 22 5.0 -0.8
JEPI JPMorgan Equity Premium Income ETF 4.5 35 5 5.0 -0.9
GKAT Scharf Global Opportunity ETF 4.5 57 -17 5.5 -0.4
SQLV Royce Quant Small-Cap Quality Value ETF 4.5 60 -20 8.6 +2.8
FMKT The Free Markets ETF 4.5 76 -36 3.9 -2.0
NANC Unusual Whales Subversive Democratic Trading ETF 4.5 75 -35 2.8 -3.0
SFGV Sequoia Global Value ETF 4.5 23 17 7.6 +1.8
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 4.5 75 -35 2.2 -3.6
TECB iShares U.S. Tech Breakthrough Multisector ETF 4.4 40 0 3.1 -2.7
OEF iShares S&P 100 ETF 4.4 20 20 3.8 -2.1
SMRI Bushido Capital US Equity ETF 4.4 71 -31 8.8 +3.0
BGRO iShares Large Cap Growth Active ETF 4.4 55 -15 2.0 -3.8
HGRO Hedgeye Quality Growth ETF 4.4 70 -30 3.0 -2.9
LFSC F/m Emerald Life Sciences Innovation ETF 4.4 79 -39 0.0 -5.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 4.4 75 -35 3.3 -2.5
MODL VictoryShares WestEnd U.S. Sector ETF 4.3 42 -2 4.0 -1.9
FDLO Fidelity Low Volatility Factor ETF 4.3 15 25 4.8 -1.0
PRXV Praxis Impact Large Cap Value ETF 4.3 36 4 5.9 +0.1
EMOT First Trust S&P 500 Economic Moat ETF 4.3 60 -20 6.6 +0.8
REVS Columbia Research Enhanced Value ETF 4.3 19 21 7.0 +1.1
SEMG Suncoast Select Growth ETF 4.3 60 -20 3.3 -2.5
VTV Vanguard Value ETF 4.3 4 36 6.1 +0.3
BBC Virtus LifeSci Biotech Clinical Trials ETF 4.3 79 -39 0.0 -5.8
DIVZ TrueShares Low Volatility Equity Income ETF 4.3 65 -25 6.0 +0.1
EPS WisdomTree U.S. LargeCap Fund 4.2 8 32 5.0 -0.9
ICAP InfraCap Equity Income Fund ETF 4.2 171 -131 3.9 -2.0
LOWV AB US Low Volatility Equity ETF 4.2 48 -8 4.6 -1.3
PSIL AdvisorShares Psychedelics ETF 4.2 99 -59 0.0 -5.8
BEEZ Honeytree U.S. Equity ETF 4.2 64 -24 3.3 -2.5
DEW WisdomTree Global High Dividend Fund 4.2 58 -18 7.7 +1.8
INCE Franklin Income Equity Focus ETF 4.2 29 11 5.1 -0.8
SFY SoFi Select 500 ETF 4.2 0 40 3.8 -2.0
CGUS Capital Group Core Equity ETF 4.1 33 7 3.8 -2.1
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 4.1 59 -19 8.7 +2.9
MBCC Monarch Blue Chips Core ETF 4.1 125 -85 3.5 -2.3
TOPC iShares S&P 500 3% Capped ETF 4.1 15 25 4.4 -1.4
SCHV Schwab U.S. Large-Cap Value ETF 4.1 4 36 6.0 +0.1
MGC Vanguard Mega Cap ETF 4.1 7 33 3.9 -1.9
VOOV Vanguard S&P 500 Value ETF 4.1 7 33 5.6 -0.3
VFMF Vanguard U.S. Multifactor ETF 4.1 18 22 6.8 +0.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4.1 10 30 4.5 -1.3
FMED Fidelity Disruptive Medicine ETF 4.0 50 -10 -0.6 -6.5
DIA SPDR Dow Jones Industrial Average ETF 4.0 16 24 4.7 -1.2
JVAL JPMorgan U.S. Value Factor ETF 4.0 12 28 7.0 +1.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 4.0 19 21 5.4 -0.4
FCPI Fidelity Stocks for Inflation ETF 4.0 15 25 6.9 +1.1
FYC First Trust Small Cap Growth AlphaDEX Fund 4.0 71 -31 -1.3 -7.2
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 4.0 15 25 6.4 +0.5
LRGF iShares U.S. Equity Factor ETF 4.0 8 32 4.7 -1.1
DIVB iShares Core Dividend ETF 3.9 5 35 7.4 +1.5
FELG Fidelity Enhanced Large Cap Growth ETF 3.9 18 22 3.7 -2.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 3.9 50 -10 7.8 +2.0
SFTY Horizon Managed Risk ETF 3.9 77 -37 3.5 -2.3
FLRG Fidelity U.S. Multifactor ETF 3.9 15 25 6.1 +0.2
STOX Horizon Core Equity ETF 3.9 70 -30 3.6 -2.3
FTCS First Trust Capital Strength ETF 3.9 55 -15 5.0 -0.8
DUSA Davis Select U.S. Equity ETF 3.9 61 -21 6.5 +0.7
DWLD Davis Select Worldwide ETF 3.9 63 -23 6.3 +0.4
SPXN ProShares S&P 500 Ex-Financials ETF 3.9 9 31 4.1 -1.7
QWLD SPDR MSCI World StrategicFactors ETF 3.9 30 10 5.2 -0.7
SAMM Strategas Macro Momentum ETF 3.9 66 -26 1.9 -4.0
IWL iShares Russell Top 200 ETF 3.9 15 25 3.9 -2.0
SPMV Invesco S&P 500 Minimum Variance ETF 3.9 10 30 5.0 -0.9
GGRW Gabelli Growth Innovators ETF 3.9 90 -50 1.8 -4.0
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 3.8 49 -9 8.2 +2.4
GINX SGI Enhanced Global Income ETF 3.8 98 -58 7.1 +1.2
DSPY Tema S&P 500 Historical Weight ETF 3.8 18 22 4.5 -1.4
JQUA JPMorgan U.S. Quality Factor ETF 3.8 12 28 5.1 -0.7
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 3.8 60 -20 8.8 +3.0
XLG Invesco S&P 500 Top 50 ETF 3.8 20 20 3.5 -2.4
BRIF FIS Bright Portfolios Focused Equity ETF 3.8 65 -25 3.9 -1.9
LGDX Intech S&P Large Cap Diversified Alpha ETF 3.8 25 15 4.2 -1.7
WRND IQ Global Equity R&D Leaders ETF 3.8 18 22 6.7 +0.8
SNPV Xtrackers S&P 500 Value ESG ETF 3.8 15 25 6.1 +0.3
QUVU Hartford Quality Value ETF 3.8 46 -6 6.7 +0.8
SBIO ALPS Medical Breakthroughs ETF 3.7 50 -10 0.0 -5.8
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 3.7 60 -20 -0.9 -6.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 3.7 12 28 3.6 -2.2
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.7 25 15 7.1 +1.2
FNDX Schwab Fundamental US Large Co. Index ETF 3.7 25 15 6.4 +0.6
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 3.7 65 -25 3.0 -2.9
IVW iShares S&P 500 Growth ETF 3.7 18 22 3.1 -2.7
AGRW Allspring LT Large Growth ETF 3.7 35 5 2.9 -2.9
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 3.7 4 36 3.3 -2.6
HDUS Hartford Disciplined US Equity ETF 3.7 19 21 5.0 -0.9
KAT Scharf ETF 3.6 87 -47 4.6 -1.2
SIXL ETC 6 Meridian Low Beta Equity ETF 3.6 80 -40 5.9 +0.0
SHRY First Trust Bloomberg Shareholder Yield ETF 3.6 60 -20 9.0 +3.2
LRNZ TrueShares Technology, AI & Deep Learning ETF 3.6 69 -29 -0.7 -6.6
PRF Invesco FTSE RAFI US 1000 ETF 3.6 39 1 6.0 +0.1
IUSG iShares Core S&P U.S. Growth ETF 3.6 4 36 3.3 -2.5
RAUS RACWI US ETF 3.6 15 25 4.2 -1.6
FLQL Franklin LibertyQ U.S. Equity ETF 3.6 15 25 4.6 -1.3
VSLU Applied Finance Valuation Large Cap ETF 3.5 49 -9 4.7 -1.1
DIVY Sound Equity Dividend Income ETF 3.5 45 -5 9.2 +3.4
VONV Vanguard Russell 1000 Value ETF 3.5 7 33 5.8 -0.1
IWD iShares Russell 1000 Value ETF 3.5 19 21 5.7 -0.2
DIVS SmartETFs Dividend Builder ETF 3.5 65 -25 4.6 -1.2
FELC Fidelity Enhanced Large Cap Core ETF 3.5 18 22 4.5 -1.4
GVUS Marketbeta Russell 1000 Value Equity ETF 3.5 12 28 5.8 -0.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 3.5 20 20 4.4 -1.5
FNDB Schwab Fundamental US Broad Market Index ETF 3.5 25 15 6.4 +0.6
DRUP GraniteShares Nasdaq Select Disruptors ETF 3.5 60 -20 3.5 -2.3
EVUS iShares ESG Aware MSCI USA Value ETF 3.5 18 22 5.7 -0.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 3.5 7 33 4.2 -1.7
ILCV iShares Morningstar Value ETF 3.4 4 36 5.6 -0.2
IWY iShares Russell Top 200 Growth ETF 3.4 20 20 3.2 -2.6
OALC OneAscent Large Cap Core ETF 3.4 86 -46 3.4 -2.4
VV Vanguard Large-Cap ETF 3.4 4 36 4.2 -1.7
MGK Vanguard Mega Cap Growth ETF 3.4 7 33 3.3 -2.5
FFTY Innovator IBD 50 ETF 3.4 80 -40 -1.8 -7.6
TOV JLens 500 Jewish Advocacy U.S. ETF 3.4 18 22 4.0 -1.9
SPXE ProShares S&P 500 Ex-Energy ETF 3.4 9 31 4.1 -1.7
STRV Strive 500 ETF 3.4 5 35 4.1 -1.7
JAVA JPMorgan Active Value ETF 3.4 44 -4 5.6 -0.3
NULG Nuveen ESG Large-Cap Growth ETF 3.4 26 14 2.7 -3.1
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 3.4 20 20 4.0 -1.9
GXLC Global X U.S. 500 ETF 3.4 2 38 4.2 -1.7
JGLO JPMorgan Global Select Equity ETF 3.4 33 7 4.3 -1.5
SFLO VictoryShares Small Cap Free Cash Flow ETF 3.4 49 -9 9.9 +4.0
FELV Fidelity Enhanced Large Cap Value ETF 3.4 18 22 6.0 +0.1
BKLC BNY Mellon US Large Cap Core Equity ETF 3.3 0 40 4.3 -1.6
VOO Vanguard S&P 500 ETF 3.3 3 37 4.3 -1.6
IVV iShares Core S&P 500 ETF 3.3 3 37 4.3 -1.6
DCOR Dimensional US Core Equity 1 ETF 3.3 14 26 4.7 -1.2
SPY SPDR S&P 500 ETF 3.3 9 31 4.2 -1.7
SPYM State Street SPDR Portfolio S&P 500 ETF 3.3 2 38 4.3 -1.6
IBRN iShares Neuroscience and Healthcare ETF 3.3 47 -7 0.0 -5.8
AIEQ AI Powered Equity ETF 3.3 75 -35 4.0 -1.8
SPHQ Invesco S&P 500 Quality ETF 3.3 15 25 4.7 -1.2
GINN Goldman Sachs Innovate Equity ETF 3.3 52 -12 3.2 -2.6
APUE ActivePassive U.S. Equity ETF 3.3 45 -5 3.9 -1.9
DFSU Dimensional US Sustainability Core 1 ETF 3.3 18 22 4.5 -1.3
AGQI First Trust Active Global Quality Income ETF 3.3 85 -45 4.6 -1.2
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 3.3 5 35 7.3 +1.5
FYX First Trust Small Cap Core AlphaDEX Fund 3.3 61 -21 5.2 -0.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 3.3 2 38 4.3 -1.5
FSST Fidelity Sustainable U.S. Equity ETF 3.3 59 -19 3.6 -2.2
LCF Touchstone US Large Cap Focused ETF 3.3 69 -29 3.6 -2.2
ILCB iShares Morningstar U.S. Equity ETF 3.3 3 37 4.2 -1.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 3.3 15 25 7.7 +1.9
SNPE Xtrackers S&P 500 ESG ETF 3.2 10 30 4.3 -1.5
QVML Invesco S&P 500 QVM Multi-factor ETF 3.2 11 29 4.4 -1.4
IUS Invesco RAFI Strategic US ETF 3.2 19 21 6.1 +0.2
AFSM First Trust Active Factor Small Cap ETF 3.2 75 -35 6.6 +0.8
VOTE TCW Transform 500 ETF 3.2 5 35 4.2 -1.6
NACP Impact Shares NAACP Minority Empowerment ETF 3.2 49 -9 4.0 -1.8
SAMT Strategas Macro Thematic Opportunities ETF 3.2 65 -25 2.2 -3.7
CHGX AXS Change Finance ESG ETF 3.2 49 -9 4.4 -1.4
VTI Vanguard Total Stock Market ETF 3.2 3 37 4.2 -1.6
DXUV Dimensional US Vector Equity ETF 3.2 28 12 5.3 -0.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3.2 11 29 4.2 -1.6
SCHX Schwab U.S. Large-Cap ETF 3.2 3 37 4.3 -1.6
IWB iShares Russell 1000 ETF 3.2 15 25 4.2 -1.7
VONE Vanguard Russell 1000 ETF 3.2 7 33 4.3 -1.6
RVRB Reverb ETF 3.2 30 10 4.0 -1.9
DVY iShares Select Dividend ETF 3.1 38 2 8.4 +2.6
DFUS Dimensional U.S. Equity ETF 3.1 9 31 4.1 -1.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.1 20 20 4.9 -1.0
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 3.1 3 37 4.4 -1.4
DAK Dakota Active Equity ETF 3.1 43 -3 3.7 -2.1
IWV iShares Russell 3000 ETF 3.1 20 20 4.1 -1.8
IYY iShares Dow Jones U.S. ETF 3.1 20 20 4.1 -1.7
IWF iShares Russell 1000 Growth ETF 3.1 19 21 3.2 -2.7
INRO iShares U.S. Industry Rotation Active ETF 3.1 42 -2 3.9 -1.9
SCHK Schwab 1000 Index ETF 3.1 5 35 4.3 -1.6
EES WisdomTree U.S. SmallCap Fund 3.1 38 2 7.8 +1.9
VTHR Vanguard Russell 3000 ETF 3.1 7 33 4.2 -1.6
ROSC Hartford Multifactor Small Cap ETF 3.1 34 6 8.2 +2.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 3.1 3 37 4.2 -1.6
QGRW WisdomTree U.S. Quality Growth Fund 3.1 28 12 3.3 -2.6
DFAC Dimensional U.S. Core Equity 2 ETF 3.1 17 23 4.8 -1.1
ILCG iShares Morningstar Growth ETF 3.1 4 36 3.0 -2.8
SCHB Schwab U.S. Broad Market ETF 3.1 3 37 4.3 -1.6
EBI Longview Advantage ETF 3.1 35 5 5.8 -0.0
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 3.0 12 28 5.4 -0.4
DGT State Street SPDR Global Dow ETF 3.0 50 -10 6.0 +0.2
GQI Natixis Gateway Quality Income ETF 3.0 34 6 4.2 -1.7
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.0 39 1 10.8 +5.0
ABOT Abacus FCF Innovation Leaders ETF 3.0 69 -29 4.2 -1.6
KLMN Invesco MSCI North America Climate ETF 3.0 9 31 4.3 -1.5
DFAU Dimensional US Core Equity Market ETF 3.0 12 28 4.4 -1.5
SCHG Schwab U.S. Large-Cap Growth ETF 3.0 4 36 3.1 -2.8
ESGU iShares ESG Aware MSCI USA ETF 3.0 15 25 4.2 -1.7
AVSU Avantis Responsible U.S. Equity ETF 3.0 15 25 5.1 -0.8
VONG Vanguard Russell 1000 Growth ETF 3.0 7 33 3.4 -2.4
AFOS ARS Focused Opportunities Strategy ETF 3.0 45 -5 2.4 -3.4
KRMA Global X Conscious Companies ETF 3.0 43 -3 5.2 -0.6
AVLV Avantis U.S. Large Cap Value ETF 3.0 15 25 6.7 +0.9
VUG Vanguard Growth ETF 2.9 4 36 3.3 -2.6
RAYD Rayliant Quantitative Developed Market Equity ETF 2.9 80 -40 4.5 -1.4
IVE iShares S&P 500 Value ETF 2.9 18 22 5.5 -0.4
CALF Pacer US Small Cap Cash Cows 100 ETF 2.9 59 -19 9.3 +3.4
CVAR Cultivar ETF 2.9 87 -47 6.9 +1.0
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.9 4 36 5.6 -0.2
ABFL Abacus FCF Leaders ETF 2.9 59 -19 3.8 -2.0
QGRO American Century U.S. Quality Growth ETF 2.9 29 11 3.0 -2.8
PBUS Invesco MSCI USA ETF 2.9 4 36 4.2 -1.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.9 30 10 3.8 -2.0
TOKE Cambria Cannabis ETF 2.9 42 -2 1.9 -4.0
ADME Aptus Drawdown Managed Equity ETF 2.8 79 -39 3.3 -2.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.8 25 15 4.7 -1.1
SFYF SoFi Social 50 ETF 2.8 29 11 0.9 -5.0
ESGV Vanguard ESG U.S. Stock ETF 2.8 9 31 4.1 -1.7
FDLS Inspire Fidelis Multi Factor ETF 2.8 76 -36 4.1 -1.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.8 12 28 4.3 -1.5
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 2.8 59 -19 5.5 -0.3
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.8 15 25 4.2 -1.6
LCDS JPMorgan Fundamental Data Science Large Core ETF 2.8 30 10 4.0 -1.8
IBB iShares Biotechnology ETF 2.8 45 -5 -0.3 -6.1
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.8 27 13 6.8 +1.0
YOKE Yoke Core ETF 2.8 42 -2 4.1 -1.8
IUSV iShares Core S&P US Value ETF 2.7 4 36 5.7 -0.1
ACVF American Conservative Values ETF 2.7 75 -35 3.7 -2.2
VLU State Street SPDR S&P 1500 Value Tilt ETF 2.7 12 28 6.5 +0.7
FBCG Fidelity Blue Chip Growth ETF 2.7 59 -19 2.2 -3.6
DFSV Dimensional US Small Cap Value ETF 2.7 31 9 9.4 +3.6
SUSA iShares MSCI USA ESG Select ETF 2.7 25 15 4.0 -1.9
XVV iShares ESG Screened S&P 500 ETF 2.7 8 32 4.1 -1.7
FTA First Trust Large Cap Value AlphaDEX Fund 2.7 59 -19 7.9 +2.1
FTGS First Trust Growth Strength ETF 2.7 60 -20 3.7 -2.2
VOOG Vanguard S&P 500 Growth ETF 2.7 7 33 3.3 -2.5
JHML John Hancock Multifactor Large Cap ETF 2.7 29 11 4.7 -1.2
ROUS Hartford Multifactor US Equity ETF 2.7 19 21 6.1 +0.3
COWS Amplify Cash Flow Dividend Leaders ETF 2.7 0 40 10.5 +4.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.7 9 31 4.6 -1.2
AVUS Avantis U.S. Equity ETF 2.7 15 25 5.0 -0.9
QQQS Invesco NASDAQ Future Gen 200 ETF 2.7 20 20 -4.8 -10.6
GSPY Gotham Enhanced 500 ETF 2.7 50 -10 4.5 -1.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.7 14 26 4.2 -1.6
PRXG Praxis Impact Large Cap Growth ETF 2.6 36 4 2.8 -3.0
EGUS iShares ESG Aware MSCI USA Growth ETF 2.6 18 22 2.9 -3.0
LST Leuthold Select Industries ETF 2.6 91 -51 4.9 -1.0
ABLG Abacus FCF International Leaders ETF 2.6 59 -19 5.7 -0.1
FBCV Fidelity Blue Chip Value ETF 2.6 59 -19 6.5 +0.7
PEXL Pacer US Export Leaders ETF 2.6 60 -20 3.9 -1.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.6 20 20 4.8 -1.0
VSDA VictoryShares Dividend Accelerator ETF 2.6 35 5 6.7 +0.9
JPEF JPMorgan Equity Focus ETF 2.6 50 -10 3.9 -2.0
SGLC SGI U.S. Large Cap Core ETF 2.6 85 -45 3.3 -2.6
JGRO JPMorgan Active Growth ETF 2.6 44 -4 2.8 -3.0
IWO iShares Russell 2000 Growth ETF 2.5 24 16 0.7 -5.2
GLOF iShares Global Equity Factor ETF 2.5 20 20 5.9 +0.1
TOK iShares MSCI Kokusai ETF 2.5 26 14 4.3 -1.5
KOKU Xtrackers MSCI Kokusai Equity ETF 2.5 9 31 4.5 -1.3
FFLC Fidelity Fundamental Large Cap Core ETF 2.5 38 2 3.9 -2.0
RECS Columbia Research Enhanced Core ETF 2.5 15 25 5.0 -0.8
FFOG Franklin Focused Growth ETF 2.5 61 -21 1.9 -4.0
ACWV iShares MSCI Global Min Vol Factor ETF 2.4 20 20 5.4 -0.5
BFOR ALPS Barron's 400 ETF 2.4 65 -25 5.0 -0.8
WLDR Affinity World Leaders Equity ETF 2.4 67 -27 6.5 +0.7
FTDS First Trust Dividend Strength ETF 2.4 70 -30 7.4 +1.6
URTH iShares MSCI World ETF 2.4 24 16 4.4 -1.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.4 20 20 5.5 -0.3
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.4 35 5 3.1 -2.7
AVSC Avantis U.S Small Cap Equity ETF 2.3 25 15 4.7 -1.1
IJT iShares S&P Small-Cap 600 Growth ETF 2.3 18 22 4.8 -1.1
DSMC Distillate Small/Mid Cash Flow ETF 2.3 55 -15 11.7 +5.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.3 18 22 7.1 +1.3
RNIN Bushido Capital US SMID Cap Equity ETF 2.3 70 -30 11.2 +5.4
SHE State Street SPDR MSCI USA Gender Diversity ETF 2.3 20 20 4.6 -1.2
STXG Strive 1000 Growth ETF 2.3 18 22 3.1 -2.7
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 2.2 48 -8 7.9 +2.1
WOMN Impact Shares YWCA Women's Empowerment ETF 2.2 75 -35 4.9 -1.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.2 25 15 5.4 -0.4
CZAR Themes Natural Monopoly ETF 2.2 35 5 4.9 -0.9
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 2.2 12 28 6.9 +1.1
MOTG VanEck Morningstar Global Wide Moat ETF 2.2 52 -12 8.8 +3.0
AFLG First Trust Active Factor Large Cap ETF 2.2 55 -15 5.4 -0.4
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.2 15 25 4.8 -1.1
ANEW ProShares MSCI Transformational Changes ETF 2.2 45 -5 4.6 -1.3
VFMO Vanguard U.S. Momentum Factor ETF 2.1 13 27 2.6 -3.3
FVD First Trust Value Line Dividend Index Fund 2.1 65 -25 5.8 -0.1
RSSL Global X Russell 2000 ETF 2.1 8 32 3.3 -2.6
DIV Global X SuperDividend US ETF 2.1 45 -5 10.9 +5.1
SWP SWP Growth & Income ETF 2.1 99 -59 3.7 -2.2
ACWI iShares MSCI ACWI ETF 2.1 32 8 4.7 -1.1
KONG Formidable Fortress ETF 2.1 89 -49 5.0 -0.8
ULVM VictoryShares US Value Momentum ETF 2.1 20 20 6.6 +0.8
KLMT Invesco MSCI Global Climate 500 ETF 2.1 10 30 5.0 -0.9
GVIP Goldman Sachs Hedge Industry VIP ETF 2.1 45 -5 2.7 -3.2
ISCV iShares Morningstar Small Cap Value ETF 2.1 6 34 7.7 +1.9
MBOX Freedom Day Dividend ETF 2.1 39 1 6.9 +1.0
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.1 29 11 7.2 +1.4
VFMV Vanguard U.S. Minimum Volatility ETF 2.1 13 27 5.3 -0.5
VTWG Vanguard Russell 2000 Growth ETF 2.1 10 30 0.8 -5.0
ECML Euclidean Fundamental Value ETF 2.0 95 -55 9.0 +3.2
IWM iShares Russell 2000 ETF 2.0 19 21 3.3 -2.6
ROE Astoria US Quality Kings ETF 2.0 49 -9 5.6 -0.2
SYLD Cambria Shareholder Yield ETF 2.0 59 -19 11.2 +5.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.0 9 31 3.6 -2.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.0 10 30 4.9 -0.9
FLOW Global X U.S. Cash Flow Kings 100 ETF 2.0 25 15 10.9 +5.0
SSPY Syntax Stratified LargeCap ETF 2.0 30 10 6.0 +0.2
FAB First Trust Multi Cap Value AlphaDEX Fund 2.0 67 -27 8.9 +3.1
CGGR Capital Group Growth ETF 2.0 39 1 2.7 -3.1
RWL Invesco S&P 500 Revenue ETF 2.0 39 1 6.0 +0.2
CVY Invesco Zacks Multi-Asset Income ETF 2.0 106 -66 10.5 +4.7
CGDG Capital Group Dividend Growers ETF 2.0 47 -7 5.4 -0.4
DFAT Dimensional U.S. Targeted Value ETF 1.9 28 12 9.1 +3.2
VT Vanguard Total World Stock ETF 1.9 6 34 5.1 -0.7
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 1.9 12 28 7.3 +1.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.9 9 31 4.9 -0.9
EZM WisdomTree U.S. MidCap Fund 1.9 38 2 7.7 +1.9
LYLD Cambria Large Cap Shareholder Yield ETF 1.9 59 -19 8.7 +2.8
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.9 15 25 6.9 +1.1
GURU Global X Guru Index ETF 1.9 75 -35 2.4 -3.4
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 1.9 49 -9 5.9 +0.1
GVLU Gotham 1000 Value ETF 1.9 50 -10 8.4 +2.5
LEAD Siren DIVCON Leaders Dividend ETF 1.9 43 -3 3.7 -2.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.9 60 -20 3.4 -2.5
XJR iShares ESG Screened S&P Small-Cap ETF 1.9 12 28 6.9 +1.0
POWA Invesco Bloomberg Pricing Power ETF 1.9 40 0 5.1 -0.7
TAX Cambria Tax Aware ETF 1.8 49 -9 5.1 -0.8
IJR iShares Core S&P Small Cap ETF 1.8 6 34 6.9 +1.1
YOLO AdvisorShares Pure Cannabis ETF 1.8 103 -63 -3.6 -9.5
RCGE RockCreek Global Equality ETF 1.8 95 -55 6.1 +0.3
XSMO Invesco S&P SmallCap Momentum ETF 1.8 39 1 4.0 -1.8
VTWO Vanguard Russell 2000 ETF 1.8 7 33 3.4 -2.5
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.8 29 11 6.5 +0.6
LRGC AB US Large Cap Strategic Equities ETF 1.7 48 -8 3.8 -2.0
LOGO Alpha Brands Consumption Leaders ETF 1.7 69 -29 2.5 -3.4
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.7 3 37 6.9 +1.1
NULV Nuveen ESG Large-Cap Value ETF 1.7 26 14 5.6 -0.2
ISCB iShares Morningstar Small-Cap ETF 1.7 4 36 5.2 -0.6
YLDE ClearBridge Dividend Strategy ESG ETF 1.7 60 -20 5.1 -0.8
CRTC Xtrackers US National Critical Technologies ETF 1.6 35 5 4.1 -1.7
RFV Invesco S&P Midcap 400 Pure Value ETF 1.6 35 5 12.0 +6.1
SMLF iShares U.S. SmallCap Equity Factor ETF 1.6 15 25 5.4 -0.5
DIVE Dana Concentrated Dividend ETF 1.6 65 -25 6.8 +1.0
FSMD Fidelity Small-Mid Multifactor ETF 1.6 15 25 6.2 +0.4
DFAS Dimensional U.S. Small Cap ETF 1.6 26 14 5.9 +0.1
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.6 35 5 6.6 +0.8
MAGA Point Bridge America First ETF 1.6 72 -32 5.8 -0.1
FEX First Trust Large Cap Core AlphaDEX Fund 1.6 59 -19 5.1 -0.7
NULC Nuveen ESG Large-Cap ETF 1.6 21 19 4.5 -1.4
FDMO Fidelity Momentum Factor ETF 1.6 15 25 3.0 -2.8
FFND Future Fund Active ETF 1.6 100 -60 3.1 -2.7
TMDV ProShares Russell US Dividend Growers ETF 1.6 35 5 6.5 +0.6
VIOO Vanguard S&P Small-Cap 600 ETF 1.6 7 33 6.9 +1.1
AVUQ Avantis U.S. Quality ETF 1.6 15 25 3.5 -2.3
RGEF Rockefeller Global Equity ETF 1.6 55 -15 3.9 -1.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.6 24 16 7.5 +1.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.5 10 30 7.9 +2.1
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.5 55 -15 3.5 -2.3
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.5 35 5 5.7 -0.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.5 29 11 3.8 -2.0
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.5 68 -28 1.7 -4.1
GEW Cambria Global EW ETF 1.5 29 11 5.4 -0.5
USMF WisdomTree U.S. Multifactor Fund 1.5 28 12 6.4 +0.6
KNO AXS Knowledge Leaders ETF 1.5 78 -38 5.1 -0.7
OPTZ Optimize Strategy Index ETF 1.5 50 -10 4.2 -1.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.5 70 -30 4.6 -1.2
CFA VictoryShares US 500 Volatility Wtd ETF 1.5 35 5 5.4 -0.5
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.5 40 0 5.3 -0.5
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.5 35 5 6.4 +0.6
FDVV Fidelity High Dividend ETF 1.5 15 25 7.0 +1.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.5 30 10 5.9 +0.0
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.5 15 25 4.0 -1.9
IWN iShares Russell 2000 Value ETF 1.5 24 16 6.0 +0.1
SDY State Street SPDR S&P Dividend ETF 1.5 35 5 6.3 +0.5
HAPS Harbor Human Capital Factor US Small Cap ETF 1.5 60 -20 3.5 -2.4
FESM Fidelity Enhanced Small Cap ETF 1.5 28 12 2.9 -3.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.4 70 -30 1.7 -4.1
SMOT VanEck Morningstar SMID Moat ETF 1.4 49 -9 5.9 +0.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.4 39 1 2.8 -3.0
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.4 50 -10 3.3 -2.5
RSP Invesco S&P 500 Equal Weight ETF 1.4 20 20 6.0 +0.2
IJK iShares S&P Mid-Cap 400 Growth ETF 1.4 17 23 4.9 -0.9
VTWV Vanguard Russell 2000 Value ETF 1.4 10 30 6.0 +0.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.4 9 31 5.5 -0.4
DEUS Xtrackers Russell US Multifactor ETF 1.4 17 23 6.1 +0.3
DSI iShares MSCI KLD 400 Social ETF 1.4 25 15 4.1 -1.7
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.4 64 -24 0.9 -4.9
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.4 35 5 6.6 +0.8
GOP Unusual Whales Subversive Republican Trading ETF 1.4 50 -10 4.7 -1.2
BKSE BNY Mellon US Small Cap Core Equity ETF 1.4 4 36 5.2 -0.6
EUSA iShares MSCI USA Equal Weighted ETF 1.4 9 31 5.6 -0.3
VXF Vanguard Extended Market ETF 1.4 5 35 4.0 -1.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.4 17 23 5.4 -0.5
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.3 12 28 3.4 -2.5
VBR Vanguard Small Cap Value ETF 1.3 7 33 8.1 +2.2
BUL Pacer US Cash Cows Growth ETF 1.3 60 -20 4.1 -1.8
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.3 15 25 5.0 -0.9
SIZE iShares MSCI USA Size Factor ETF 1.3 15 25 5.6 -0.3
IJS iShares S&P Small-Cap 600 Value ETF 1.3 18 22 8.9 +3.1
FYT First Trust Small Cap Value AlphaDEX Fund 1.3 73 -33 10.7 +4.9
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.2 60 -20 4.2 -1.6
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.2 30 10 7.1 +1.3
ISCG iShares Morningstar Small-Cap Growth ETF 1.2 6 34 2.6 -3.3
SPGP Invesco S&P 500 GARP ETF 1.2 34 6 5.7 -0.1
CGGO Capital Group Global Growth Equity ETF 1.2 47 -7 3.8 -2.0
SCHA Schwab U.S. Small-Cap ETF 1.2 4 36 5.1 -0.8
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.2 15 25 8.9 +3.1
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.2 55 -15 9.3 +3.5
EQAL Invesco Russell 1000 Equal Weight ETF 1.2 20 20 6.5 +0.6
STXK Strive Small-Cap ETF 1.2 18 22 5.5 -0.4
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.2 20 20 5.8 +0.0
JMOM JPMorgan U.S. Momentum Factor ETF 1.2 12 28 3.9 -2.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.2 15 25 5.4 -0.5
SPLV Invesco S&P 500 Low Volatility ETF 1.2 25 15 5.2 -0.6
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.2 25 15 5.2 -0.6
BLCV iShares Large Cap Value Active ETF 1.2 53 -13 6.5 +0.7
ALTL Pacer Lunt Large Cap Alternator ETF 1.2 60 -20 4.2 -1.6
SCHM Schwab U.S. Mid-Cap ETF 1.2 4 36 6.2 +0.3
ONEY State Street SPDR Russell 1000 Yield Focus ETF 1.2 20 20 9.3 +3.5
DEEP Roundhill Acquirers Deep Value ETF 1.1 80 -40 18.3 +12.4
WCEO Hypatia Women CEO ETF 1.1 85 -45 2.9 -2.9
PSC Principal U.S. Small-Cap ETF 1.1 38 2 6.0 +0.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.1 10 30 8.9 +3.0
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.1 79 -39 4.8 -1.0
RPV Invesco S&P 500 Pure Value ETF 1.1 35 5 9.2 +3.4
FNX First Trust Mid Cap Core AlphaDEX Fund 1.1 60 -20 6.1 +0.2
SVAL iShares US Small Cap Value Factor ETF 1.1 20 20 8.1 +2.3
WDIV SPDR S&P Global Dividend ETF 1.1 40 0 8.4 +2.6
DON WisdomTree U.S. MidCap Dividend Fund 1.1 38 2 8.3 +2.5
SIXS ETC 6 Meridian Small Cap Equity ETF 1.1 89 -49 8.8 +3.0
XSLV Invesco S&P SmallCap Low Volatility ETF 1.1 25 15 7.9 +2.0
JSTC Adasina Social Justice All Cap Global ETF 1.1 89 -49 4.3 -1.6
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.1 65 -25 7.2 +1.4
NUSC Nuveen ESG Small-Cap ETF 1.1 31 9 4.7 -1.2
STXM Strive Mid-Cap ETF 1.0 18 22 5.6 -0.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.0 4 36 5.2 -0.6
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.0 39 1 8.8 +3.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.0 7 33 5.1 -0.7
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.0 20 20 7.3 +1.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.0 39 1 4.4 -1.4
VB Vanguard Small-Cap ETF 1.0 5 35 5.4 -0.5
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.0 20 20 3.7 -2.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.0 80 -40 6.9 +1.1
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.0 85 -45 3.2 -2.6
JSML Janus Henderson Small Cap Growth Alpha ETF 1.0 30 10 7.2 +1.4
FBT First Trust NYSE Arca Biotechnology Index Fund 1.0 56 -16 1.9 -3.9
AVMV Avantis U.S. Mid Cap Value ETF 1.0 20 20 7.7 +1.8
FFOX FundX Future Fund Opportunities ETF 1.0 100 -60 2.7 -3.1
BUZZ VanEck Social Sentiment ETF 1.0 75 -35 -0.8 -6.6
GQQQ Astoria US Quality Growth Kings ETF 0.9 35 5 3.7 -2.2
TPSC Timothy Plan US Small Cap Core ETF 0.9 52 -12 6.3 +0.5
TPHD Timothy Plan High Dividend Stock ETF 0.9 52 -12 6.5 +0.7
PSET Principal Quality ETF 0.9 15 25 4.6 -1.2
JHMM John Hancock Multifactor Mid Cap ETF 0.9 42 -2 5.5 -0.3
PRAY FIS Christian Stock Fund 0.9 69 -29 4.4 -1.4
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.9 35 5 6.8 +1.0
FMDE Fidelity Enhanced Mid Cap ETF 0.9 23 17 5.2 -0.6
THRO iShares U.S. Thematic Rotation Active ETF 0.8 90 -50 3.0 -2.8
BLCR iShares Large Cap Core Active ETF 0.8 36 4 3.1 -2.8
AVMC Avantis U.S. Mid Cap Equity ETF 0.8 18 22 6.0 +0.2
FNK First Trust Mid Cap Value AlphaDEX Fund 0.8 70 -30 9.6 +3.7
WTV WisdomTree US Value Fund of Benef Interest 0.8 12 28 7.7 +1.9
NIXT Research Affiliates Deletions ETF 0.8 9 31 7.6 +1.8
SFYX SoFi Next 500 ETF 0.8 0 40 5.1 -0.7
CSMD Congress SMid Growth ETF 0.8 69 -29 3.3 -2.6
JPSV JPMorgan Active Small Cap Value ETF 0.8 74 -34 7.8 +2.0
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.8 47 -7 8.5 +2.7
ABLS Abacus FCF Small Cap Leaders ETF 0.8 59 -19 5.2 -0.6
XJH iShares ESG Screened S&P Mid-Cap ETF 0.8 12 28 6.3 +0.5
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.8 15 25 6.4 +0.6
VIDI Vident International Equity Strategy ETF 0.8 61 -21 9.4 +3.6
FLDZ RiverNorth Patriot ETF 0.8 75 -35 5.7 -0.1
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -35 4.4 -1.5
IVOO Vanguard S&P Mid-Cap 400 ETF 0.7 7 33 6.4 +0.6
MDY SPDR S&P Midcap 400 ETF Trust 0.7 24 16 6.2 +0.3
IJH iShares Core S&P Mid-Cap ETF 0.7 5 35 6.4 +0.5
JHSC John Hancock Multifactor Small Cap ETF 0.7 42 -2 5.9 +0.1
AVUV Avantis U.S. Small Cap Value ETF 0.7 25 15 8.8 +3.0
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.7 3 37 6.4 +0.6
LQPE PEO AlphaQuest Thematic PE ETF 0.7 125 -85 6.1 +0.3
SPIT F/m Emerald Special Situations ETF 0.6 105 -65 -0.9 -6.8
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.6 20 20 2.7 -3.2
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.6 43 -3 5.3 -0.6
FNDA Schwab Fundamental US Small Co. Index ETF 0.6 25 15 6.9 +1.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.6 9 31 4.2 -1.7
RWK Invesco S&P MidCap 400 Revenue ETF 0.6 39 1 8.3 +2.5
MVPA Miller Value Partners Appreciation ETF 0.6 60 -20 8.0 +2.1
VBK Vanguard Small-Cap Growth ETF 0.6 7 33 1.5 -4.3
ASCE Allspring SMID Core ETF 0.6 38 2 7.9 +2.1
SMMD iShares Russell 2500 ETF 0.6 15 25 5.9 +0.1
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.6 40 0 4.3 -1.5
RDVY First Trust Rising Dividend Achievers ETF 0.6 50 -10 5.3 -0.5
IWS iShares Russell Mid-Cap Value ETF 0.6 23 17 6.4 +0.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.6 20 20 5.7 -0.1
IMCG iShares Morningstar Mid-Cap Growth ETF 0.6 6 34 3.6 -2.2
IMCB iShares Morningstar Mid-Cap ETF 0.5 4 36 5.6 -0.3
TMFC Motley Fool 100 Index ETF 0.5 50 -10 2.9 -3.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.5 24 16 6.6 +0.8
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.5 60 -20 5.7 -0.1
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.5 70 -30 4.3 -1.6
IMCV iShares Morningstar Mid-Cap Value ETF 0.5 6 34 7.3 +1.5
ETHO Etho Climate Leadership U.S. ETF 0.5 47 -7 4.8 -1.0
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.5 15 25 7.1 +1.2
COPY Tweedy, Browne Insider + Value ETF 0.5 80 -40 10.5 +4.7
AFMC First Trust Active Factor Mid Cap ETF 0.5 65 -25 7.1 +1.3
IWR iShares Russell Midcap ETF 0.5 19 21 5.5 -0.3
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.4 35 5 8.6 +2.8
TMFX Motley Fool Next Index ETF 0.4 50 -10 2.7 -3.1
XOEF iShares S&P 500 ex S&P 100 ETF 0.4 20 20 4.9 -0.9
RPG Invesco S&P 500 Pure Growth ETF 0.4 35 5 2.7 -3.2
FSGS First Trust SMID Growth Strength ETF 0.4 60 -20 4.4 -1.4
RNSC Furst Trust Small Cap US Equity Select ETF 0.4 60 -20 4.5 -1.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.4 65 -25 1.6 -4.2
ISMD Inspire Small/Mid Cap ETF 0.4 54 -14 4.8 -1.0
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.4 52 -12 5.0 -0.8
MGMT Ballast Small/Mid Cap ETF 0.4 110 -70 7.1 +1.3
HYP Golden Eagle Dynamic Hypergrowth ETF 0.4 85 -45 -1.1 -7.0
SAGP Strategas Global Policy Opportunities ETF 0.4 65 -25 4.7 -1.1
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.4 35 5 5.0 -0.8
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 19 3.1 -2.8
FPX First Trust US Equity Opportunities ETF 0.3 61 -21 0.8 -5.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.3 58 -18 5.0 -0.8
USXF iShares ESG Advanced MSCI USA ETF 0.3 10 30 4.0 -1.9
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.3 35 5 9.2 +3.4
DES WisdomTree U.S. SmallCap Dividend Fund 0.3 38 2 8.4 +2.6
XSHQ Invesco S&P SmallCap Quality ETF 0.3 29 11 6.8 +0.9
CATH Global X S&P 500 Catholic Values Custom ETF 0.3 29 11 4.0 -1.8
ALRG Allspring LT Large Core ETF 0.3 28 12 3.8 -2.0
BLES Inspire Global Hope ETF 0.3 61 -21 6.2 +0.3
PTL Inspire 500 ETF 0.2 9 31 4.8 -1.1
CHRI Global X S&P 500 Christian Values ETF 0.2 29 11 4.0 -1.9
SXQG ETC 6 Meridian Quality Growth ETF 0.2 100 -60 3.8 -2.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.2 65 -25 1.8 -4.1
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.2 38 2 9.0 +3.2
EQIN Columbia US Equity Income ETF 0.1 35 5 6.2 +0.4
IWP iShares Russell Mid-Cap Growth ETF 0.1 23 17 2.6 -3.2
MTUM iShares MSCI USA Momentum Factor ETF 0.1 15 25 2.7 -3.2
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 -5 7.6 +1.7
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 1 5.8 0.0
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 15 8.3 +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 3.3 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 5.8 %
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.