iShares U.S. Pharmaceuticals ETF
ALTAR
Score™		 5.7% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 19.0x P/Sales
ratio		 3.8x
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) $968
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 23.5 %
JOHNSON & JOHNSON 21.7 %
MERCK & CO. INC. 5.0 %
BRISTOL-MYERS SQUIBB CO 4.8 %
ZOETIS INC 4.7 %
PFIZER INC 4.3 %
ROYALTY PHARMA PLC CLASS A 4.1 %
VIATRIS, INC. 4.0 %
ELANCO ANIMAL HEALTH, INC. 3.2 %
JAZZ PHARMACEUTICALS PLC 2.6 %
Total 77.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 92.9 %
IRELAND 3.3 %
SINGAPORE 0.5 %
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 $85.68
30d moving avg. $84.78
Annualized volatility 14.2%
Short interest (ETF) 5.1%
Short interest (Underlying) 2.8%
Relative strength (RSI) 60

Liquidity measures
Avg. volume (thou.) 128
Turnover 1.1%
Bid/Ask (% of price) 0.06%
ADV underlying (mns) $5,307

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 697 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™: 5.7%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IHE
Ticker Fund
Name		 Overlap1
vs IHE
(%)		 Expense
ratio
(bp)		 Savings
vs IHE
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IHE
(%)
PPH VanEck Pharmaceutical ETF 44.3 36 4 6.4 +0.7
XPH State Street SPDR S&P Pharmaceuticals ETF 38.7 35 5 0.9 -4.8
FTXH First Trust Nasdaq Pharmaceuticals ETF 37.6 60 -20 7.0 +1.3
PJP Invesco Pharmaceuticals ETF 35.7 57 -17 6.9 +1.1
MEDX Horizon Kinetics Medical ETF 34.9 85 -45 1.3 -4.5
XLV The Health Care Select Sector SPDR Fund 34.0 8 32 6.2 +0.4
IYH iShares U.S. Healthcare ETF 33.7 40 0 5.5 -0.3
FHLC Fidelity MSCI Health Care Index ETF 30.7 8 32 5.1 -0.7
VHT Vanguard Health Care ETF 27.6 9 31 4.9 -0.9
IXJ iShares Global Healthcare ETF 24.1 42 -2 5.7 -0.0
THNR Amplify Weight Loss Drug & Treatment ETF 21.8 59 -19 5.8 +0.0
HART IQ Healthy Hearts ETF 21.6 45 -5 5.4 -0.3
HRTS Tema Heart & Health ETF 20.9 75 -35 1.9 -3.8
MEDI Harbor Health Care ETF 20.0 80 -40 -1.5 -7.3
OZEM Roundhill GLP-1 & Weight Loss ETF 19.8 59 -19 3.8 -1.9
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 5.7 -0.0
CANC Tema Oncology ETF 15.5 75 -35 -2.5 -8.3
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 13.3 29 11 6.0 +0.3
PINK Simplify Health Care ETF 13.2 50 -10 0.7 -5.1
FDL First Trust Morningstar Dividend Leaders Index Fund 12.7 45 -5 9.6 +3.9
AGNG Global X Aging Population ETF 12.5 50 -10 4.0 -1.8
JDOC JPMorgan Healthcare Leaders ETF 12.4 65 -25 3.3 -2.4
RSPH Invesco S&P 500 Equal Weight Health Care ETF 11.6 40 0 6.5 +0.8
DIVN Horizon Dividend Income ETF 11.5 70 -30 6.7 +0.9
SGRT SMART Earnings Growth 30 ETF 11.0 59 -19 1.7 -4.0
BGIG Bahl & Gaynor Income Growth ETF 10.8 45 -5 4.6 -1.2
FXH First Trust Health Care AlphaDEX Fund 10.7 62 -22 7.0 +1.2
WDNA WisdomTree BioRevolution Fund 10.7 45 -5 -1.9 -7.7
AVIE Avantis  Inflation Focused Equity ETF 10.7 25 15 6.3 +0.5
BMED Future Health ETF 10.6 85 -45 0.2 -5.6
MVAL VanEck Morningstar Wide Moat Value ETF 10.5 49 -9 6.0 +0.3
DJD Invesco Dow Jones Industrial Average Dividend ETF 10.3 7 33 6.8 +1.0
XT iShares Exponential Technologies ETF 10.0 46 -6 4.2 -1.6
PAWZ ProShares Pet Care ETF 9.8 50 -10 3.5 -2.3
QLTY GMO U.S. Quality ETF 9.5 50 -10 3.8 -1.9
LRND IQ U.S. Large Cap R&D Leaders ETF 9.4 14 26 4.3 -1.4
DUHP Dimensional US High Profitability ETF 9.2 21 19 5.0 -0.7
WBIY WBI Power Factor High Dividend ETF 9.1 100 -60 12.3 +6.5
TBG TBG Dividend Focus ETF 8.8 59 -19 7.1 +1.3
DHS WisdomTree U.S. High Dividend Fund 8.7 38 2 7.2 +1.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 8.7 48 -8 5.2 -0.6
SPDV AAM S&P 500 High Dividend Value ETF 8.6 29 11 10.5 +4.8
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 8.6 30 10 9.6 +3.8
SCHD Schwab US Dividend Equity ETF 8.4 6 34 8.8 +3.0
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 8.2 15 25 4.4 -1.3
GDIV Harbor Dividend Growth Leaders ETF 8.1 50 -10 4.4 -1.4
RAFE PIMCO RAFI ESG U.S. ETF 7.9 29 11 6.1 +0.4
SIXA ETC 6 Meridian Mega Cap Equity ETF 7.9 80 -40 6.1 +0.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 7.8 60 -20 3.3 -2.4
DFNV Donoghue Forlines Innovation ETF 7.6 69 -29 3.8 -1.9
VIG Vanguard Dividend Appreciation ETF 7.5 5 35 4.8 -0.9
QLV FlexShares US Quality Low Volatility Index Fund 7.4 22 18 5.1 -0.6
IBBQ Invesco Nasdaq Biotechnology ETF 7.3 19 21 0.1 -5.6
DSTL Distillate US Fundamental Stability & Value ETF 7.1 39 1 7.3 +1.6
GK AdvisorShares Gerber Kawasaki ETF 7.1 75 -35 2.0 -3.8
DUNK Dana Unconstrained Equity ETF 7.1 75 -35 2.0 -3.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 7.0 29 11 5.6 -0.2
STXD Strive 1000 Dividend Growth ETF 7.0 35 5 4.2 -1.5
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 4.6 -1.1
MOO VanEck Agribusiness ETF 7.0 53 -13 9.5 +3.7
VFLO VictoryShares Free Cash Flow ETF 6.9 39 1 8.8 +3.1
TOPT iShares Top 20 U.S. Stocks ETF 6.9 20 20 3.3 -2.4
EDOW First Trust Dow 30 Equal Weight ETF 6.9 50 -10 4.6 -1.1
PCGG Polen Capital Global Growth ETF 6.9 85 -45 3.5 -2.3
USMC Principal U.S. Mega-Cap ETF 6.8 12 28 4.0 -1.8
HDV iShares Core High Dividend ETF 6.8 8 32 6.3 +0.6
BBP Virtus LifeSci Biotech Products ETF 6.7 79 -39 -2.9 -8.6
STRN SMART Trend 25 ETF 6.7 59 -19 2.6 -3.1
SNPG Xtrackers S&P 500 Growth ESG ETF 6.7 15 25 3.7 -2.0
PSCH Invesco S&P SmallCap Health Care ETF 6.6 29 11 3.4 -2.4
ESGG FlexShares STOXX Global ESG Select Index Fund 6.5 42 -2 4.7 -1.0
USRD Themes US R&D Champions ETF 6.5 29 11 4.0 -1.7
QUAL iShares MSCI USA Quality Factor ETF 6.5 15 25 4.4 -1.4
DGRO iShares Core Dividend Growth ETF 6.3 8 32 5.8 +0.0
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 4.3 -1.5
CGDV Capital Group Dividend Value ETF 6.2 33 7 4.0 -1.7
CSTK Invesco Comstock Contrarian Equity ETF 6.2 35 5 6.0 +0.3
SDOG ALPS Sector Dividend Dogs ETF 6.1 36 4 8.6 +2.9
QDF FlexShares Quality Dividend Index Fund 6.1 37 3 5.4 -0.3
HLAL Wahed FTSE USA Shariah ETF 6.1 50 -10 3.9 -1.8
GCOW Pacer Global Cash Cows Dividend ETF 6.1 60 -20 9.7 +3.9
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 6.1 7 33 10.0 +4.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 6.1 35 5 5.0 -0.7
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 6.1 49 -9 2.9 -2.8
COWZ Pacer US Cash Cows 100 ETF 6.1 49 -9 7.4 +1.7
RND First Trust Bloomberg R&D Leaders ETF 6.1 60 -20 2.4 -3.4
VNSE Natixis Vaughan Nelson Select ETF 6.1 80 -40 4.1 -1.6
USCF Themes US Cash Flow Champions ETF 6.0 29 11 7.8 +2.0
QUS State Street SPDR MSCI USA StrategicFactors ETF 6.0 15 25 5.0 -0.8
STXV Strive 1000 Value ETF 6.0 18 22 7.1 +1.4
TTAC FCF US Quality ETF 6.0 59 -19 5.0 -0.8
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 -1.4
PEY Invesco High Yield Equity Dividend Achievers ETF 5.9 52 -12 8.8 +3.1
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 5.7 56 -16 5.8 +0.0
FUNL CornerCap Fundametrics Large-Cap ETF 5.7 50 -10 6.3 +0.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 5.7 10 30 4.2 -1.6
BDIV AAM Brentview Dividend Growth ETF 5.7 49 -9 3.7 -2.0
FDRR Fidelity Dividend ETF for Rising Rates 5.7 15 25 6.2 +0.4
SUSL iShares ESG MSCI USA Leaders ETF 5.7 10 30 4.1 -1.6
DVND Touchstone Dividend Select ETF 5.7 67 -27 4.9 -0.9
QDIV Global X S&P 500 Quality Dividend ETF 5.7 20 20 8.0 +2.3
JHDV John Hancock U.S. High Dividend ETF 5.6 34 6 5.9 +0.2
MGV Vanguard Mega Cap Value ETF 5.6 7 33 5.7 -0.1
FVAL Fidelity Value Factor ETF 5.6 15 25 5.9 +0.2
RFFC ALPS Active Equity Opportunity ETF 5.6 48 -8 3.6 -2.1
BGDV Bahl & Gaynor Dividend ETF 5.6 45 -5 4.0 -1.8
VUSE Vident U.S. Equity Strategy ETF 5.5 50 -10 3.5 -2.2
MOAT VanEck Morningstar Wide Moat ETF 5.5 46 -6 5.3 -0.4
DTD WisdomTree U.S. Total Dividend Fund 5.4 28 12 5.6 -0.2
AUSF Global X Adaptive U.S. Factor ETF 5.4 27 13 7.9 +2.2
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 5.4 10 30 3.7 -2.1
PY Principal Value ETF 5.4 15 25 6.6 +0.8
GNOM Global X Genomics & Biotechnology ETF 5.3 50 -10 -3.8 -9.5
HELX Franklin Genomic Advancements ETF 5.3 50 -10 -0.4 -6.1
EQWL Invesco S&P 100 Equal Weight ETF 5.2 25 15 5.4 -0.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 5.2 10 30 3.6 -2.1
MDLV Morgan Dempsey Large Cap Value ETF 5.2 58 -18 6.5 +0.7
LGCF Themes US Cash Flow Champions ETF 5.2 30 10 7.4 +1.7
DURA VanEck Durable High Dividend ETF 5.2 29 11 6.6 +0.9
ITAN Sparkline Intangible Value ETF 5.1 50 -10 5.6 -0.1
FLV American Century Focused Large Cap Value ETF 5.1 42 -2 6.1 +0.3
VALQ American Century U.S. Quality Value ETF 5.1 29 11 6.7 +1.0
UDI USCF Dividend Income Fund 5.1 65 -25 7.2 +1.5
SPXT ProShares S&P 500 Ex-Technology ETF 5.0 9 31 4.8 -0.9
IOO iShares Global 100 ETF 5.0 41 -1 3.9 -1.9
XMAG Defiance Large Cap ex-Mag 7 ETF 5.0 35 5 4.5 -1.3
NUDV Nuveen ESG Dividend ETF 5.0 26 14 6.6 +0.9
IWFG IQ Winslow Focused Large Cap Growth ETF 5.0 65 -25 2.5 -3.3
TINT ProShares Smart Materials ETF 5.0 58 -18 4.9 -0.9
FTCE First Trust New Constructs Core Earnings Leaders ETF 4.9 60 -20 4.5 -1.2
USCL iShares Climate Conscious & Transition MSCI USA ETF 4.9 8 32 4.3 -1.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 4.9 7 33 4.5 -1.3
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 4.9 45 -5 3.6 -2.2
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 4.9 49 -9 4.8 -0.9
VYM Vanguard High Dividend Yield Index ETF 4.9 6 34 6.2 +0.5
VFVA Vanguard U.S. Value Factor ETF 4.9 13 27 9.4 +3.7
PWV Invesco Large Cap Value ETF 4.8 55 -15 6.8 +1.1
IWX iShares Russell Top 200 Value ETF 4.8 20 20 5.2 -0.5
DFLV Dimensional US Large Cap Value ETF 4.8 22 18 6.5 +0.8
VLUE iShares MSCI USA Value Factor ETF 4.8 15 25 7.9 +2.2
FQAL Fidelity Quality Factor ETF 4.8 15 25 4.8 -0.9
DIVG Invesco S&P 500 High Dividend Growers ETF 4.8 39 1 7.7 +1.9
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 4.8 35 5 7.1 +1.3
DGRW WisdomTree US Quality Dividend Growth Fund 4.8 28 12 4.8 -0.9
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 4.8 38 2 7.0 +1.3
IDNA iShares Genomics Immunology and Healthcare ETF 4.7 47 -7 -2.9 -8.6
USMV iShares MSCI USA Min Vol Factor ETF 4.7 15 25 5.1 -0.7
OEI Optimized Equity Income ETF 4.7 75 -35 3.2 -2.5
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 4.7 19 21 4.9 -0.9
VFQY Vanguard U.S. Quality Factor ETF 4.7 13 27 5.3 -0.4
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 4.7 49 -9 3.5 -2.2
JGRW Jensen Quality Growth ETF 4.7 57 -17 3.7 -2.1
QLC FlexShares US Quality Large Cap Index Fund 4.7 25 15 4.5 -1.2
PTH Invesco Dorsey Wright Healthcare Momentum ETF 4.7 60 -20 -1.7 -7.4
PBE Invesco Biotechnology & Genome ETF 4.6 58 -18 1.8 -4.0
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 4.6 49 -9 4.0 -1.8
RJDI RJ Eagle GCM Dividend Select Income ETF 4.6 55 -15 4.8 -1.0
FDWM Fidelity Women's Leadership ETF 4.6 59 -19 4.2 -1.6
DFVX Dimensional US Large Cap Vector ETF 4.6 22 18 5.3 -0.4
SQLV Royce Quant Small-Cap Quality Value ETF 4.5 60 -20 8.3 +2.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.5 18 22 5.0 -0.7
IWC iShares Micro-Cap ETF 4.5 60 -20 -1.3 -7.0
DIVL Madison Dividend Value ETF 4.5 65 -25 4.7 -1.0
JEPI JPMorgan Equity Premium Income ETF 4.5 35 5 4.9 -0.8
HGRO Hedgeye Quality Growth ETF 4.5 70 -30 3.0 -2.8
SMRI Bushido Capital US Equity ETF 4.5 71 -31 8.9 +3.1
TECB iShares U.S. Tech Breakthrough Multisector ETF 4.5 40 0 3.2 -2.6
DFUV Dimensional US Marketwide Value ETF 4.5 22 18 6.4 +0.7
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 4.5 75 -35 2.2 -3.6
BBC Virtus LifeSci Biotech Clinical Trials ETF 4.4 79 -39 0.0 -5.7
SFGV Sequoia Global Value ETF 4.4 23 17 7.4 +1.7
GKAT Scharf Global Opportunity ETF 4.4 57 -17 5.5 -0.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 4.4 95 -55 -0.5 -6.2
OEF iShares S&P 100 ETF 4.4 20 20 3.8 -1.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 4.4 75 -35 3.3 -2.4
NANC Unusual Whales Subversive Democratic Trading ETF 4.4 75 -35 2.8 -2.9
ICAP InfraCap Equity Income Fund ETF 4.3 171 -131 3.8 -2.0
MODL VictoryShares WestEnd U.S. Sector ETF 4.3 42 -2 4.0 -1.8
FDLO Fidelity Low Volatility Factor ETF 4.3 15 25 4.8 -1.0
REVS Columbia Research Enhanced Value ETF 4.3 19 21 6.9 +1.2
FMED Fidelity Disruptive Medicine ETF 4.3 50 -10 -0.6 -6.4
FMKT The Free Markets ETF 4.3 76 -36 3.8 -1.9
DIVZ TrueShares Low Volatility Equity Income ETF 4.3 65 -25 5.9 +0.1
PRXV Praxis Impact Large Cap Value ETF 4.3 36 4 5.8 +0.1
EPS WisdomTree U.S. LargeCap Fund 4.2 8 32 5.0 -0.7
BGRO iShares Large Cap Growth Active ETF 4.2 55 -15 2.0 -3.7
PSIL AdvisorShares Psychedelics ETF 4.2 99 -59 0.0 -5.7
LOWV AB US Low Volatility Equity ETF 4.2 48 -8 4.6 -1.1
VTV Vanguard Value ETF 4.2 4 36 6.0 +0.3
SEMG Suncoast Select Growth ETF 4.2 60 -20 3.4 -2.3
DEW WisdomTree Global High Dividend Fund 4.2 58 -18 7.5 +1.8
INCE Franklin Income Equity Focus ETF 4.2 29 11 5.0 -0.8
EMOT First Trust S&P 500 Economic Moat ETF 4.2 60 -20 6.4 +0.7
LFSC F/m Emerald Life Sciences Innovation ETF 4.1 79 -39 0.0 -5.7
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 4.1 59 -19 8.7 +3.0
CGUS Capital Group Core Equity ETF 4.1 33 7 3.8 -2.0
SFY SoFi Select 500 ETF 4.1 0 40 3.8 -1.9
MBCC Monarch Blue Chips Core ETF 4.1 125 -85 3.5 -2.2
BEEZ Honeytree U.S. Equity ETF 4.1 64 -24 3.2 -2.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4.1 10 30 4.5 -1.2
VFMF Vanguard U.S. Multifactor ETF 4.0 18 22 6.7 +1.0
MGC Vanguard Mega Cap ETF 4.0 7 33 4.0 -1.8
VOOV Vanguard S&P 500 Value ETF 4.0 7 33 5.5 -0.2
FYC First Trust Small Cap Growth AlphaDEX Fund 4.0 71 -31 -1.3 -7.0
SCHV Schwab U.S. Large-Cap Value ETF 4.0 4 36 5.8 +0.1
TOPC iShares S&P 500 3% Capped ETF 4.0 15 25 4.4 -1.3
SBIO ALPS Medical Breakthroughs ETF 4.0 50 -10 0.0 -5.7
JVAL JPMorgan U.S. Value Factor ETF 4.0 12 28 6.9 +1.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 4.0 19 21 5.3 -0.4
FCPI Fidelity Stocks for Inflation ETF 4.0 15 25 6.9 +1.2
DUSA Davis Select U.S. Equity ETF 4.0 61 -21 6.5 +0.8
DWLD Davis Select Worldwide ETF 4.0 63 -23 6.5 +0.7
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 4.0 15 25 6.4 +0.7
QVAL Alpha Architect US Quantitative Value ETF 4.0 39 1 8.6 +2.8
LRGF iShares U.S. Equity Factor ETF 3.9 8 32 4.8 -1.0
DIA SPDR Dow Jones Industrial Average ETF 3.9 16 24 4.6 -1.1
DIVB iShares Core Dividend ETF 3.9 5 35 7.3 +1.6
FELG Fidelity Enhanced Large Cap Growth ETF 3.9 18 22 3.8 -1.9
GINX SGI Enhanced Global Income ETF 3.9 98 -58 7.0 +1.2
KAT Scharf ETF 3.9 87 -47 4.7 -1.1
FLRG Fidelity U.S. Multifactor ETF 3.9 15 25 6.1 +0.3
SPXN ProShares S&P 500 Ex-Financials ETF 3.9 9 31 4.1 -1.6
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 3.9 50 -10 7.6 +1.9
SAMM Strategas Macro Momentum ETF 3.9 66 -26 1.9 -3.9
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 3.9 60 -20 8.9 +3.2
SFTY Horizon Managed Risk ETF 3.9 77 -37 3.5 -2.3
SPMV Invesco S&P 500 Minimum Variance ETF 3.9 10 30 5.0 -0.8
STOX Horizon Core Equity ETF 3.9 70 -30 3.6 -2.2
GGRW Gabelli Growth Innovators ETF 3.9 90 -50 1.8 -3.9
QWLD SPDR MSCI World StrategicFactors ETF 3.8 30 10 5.1 -0.6
JQUA JPMorgan U.S. Quality Factor ETF 3.8 12 28 5.1 -0.7
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 3.8 49 -9 8.1 +2.3
IWL iShares Russell Top 200 ETF 3.8 15 25 3.9 -1.9
XLG Invesco S&P 500 Top 50 ETF 3.8 20 20 3.5 -2.2
FTCS First Trust Capital Strength ETF 3.8 55 -15 4.9 -0.8
DSPY Tema S&P 500 Historical Weight ETF 3.8 18 22 4.5 -1.3
WRND IQ Global Equity R&D Leaders ETF 3.8 18 22 6.6 +0.8
LGDX Intech S&P Large Cap Diversified Alpha ETF 3.8 25 15 4.2 -1.6
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 6.6 +0.8
GGUS Marketbeta Russell 1000 Growth Equity ETF 3.7 12 28 3.7 -2.1
BRIF FIS Bright Portfolios Focused Equity ETF 3.7 65 -25 3.9 -1.8
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 3.7 60 -20 -0.9 -6.6
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.7 25 15 6.8 +1.1
AGRW Allspring LT Large Growth ETF 3.7 35 5 3.0 -2.8
SHRY First Trust Bloomberg Shareholder Yield ETF 3.7 60 -20 9.0 +3.2
HDUS Hartford Disciplined US Equity ETF 3.7 19 21 5.0 -0.8
FNDX Schwab Fundamental US Large Co. Index ETF 3.7 25 15 6.4 +0.6
FFTY Innovator IBD 50 ETF 3.7 80 -40 -1.8 -7.5
LRNZ TrueShares Technology, AI & Deep Learning ETF 3.6 69 -29 -0.7 -6.5
SIXL ETC 6 Meridian Low Beta Equity ETF 3.6 80 -40 5.7 -0.1
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 3.6 65 -25 3.0 -2.8
PRF Invesco FTSE RAFI US 1000 ETF 3.6 39 1 5.9 +0.2
IVW iShares S&P 500 Growth ETF 3.6 18 22 3.2 -2.6
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 3.6 4 36 3.3 -2.5
DIVY Sound Equity Dividend Income ETF 3.6 45 -5 9.1 +3.4
FLQL Franklin LibertyQ U.S. Equity ETF 3.6 15 25 4.6 -1.2
VSLU Applied Finance Valuation Large Cap ETF 3.5 49 -9 4.8 -1.0
DIVS SmartETFs Dividend Builder ETF 3.5 65 -25 4.5 -1.2
RAUS RACWI US ETF 3.5 15 25 4.2 -1.5
FELC Fidelity Enhanced Large Cap Core ETF 3.5 18 22 4.5 -1.2
GVUS Marketbeta Russell 1000 Value Equity ETF 3.5 12 28 5.7 -0.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 3.5 20 20 4.4 -1.4
DRUP GraniteShares Nasdaq Select Disruptors ETF 3.5 60 -20 3.6 -2.1
IWD iShares Russell 1000 Value ETF 3.5 19 21 5.6 -0.2
IUSG iShares Core S&P U.S. Growth ETF 3.5 4 36 3.4 -2.4
VONV Vanguard Russell 1000 Value ETF 3.5 7 33 5.7 -0.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 3.5 7 33 4.2 -1.6
OALC OneAscent Large Cap Core ETF 3.4 86 -46 3.4 -2.4
EVUS iShares ESG Aware MSCI USA Value ETF 3.4 18 22 5.6 -0.1
FNDB Schwab Fundamental US Broad Market Index ETF 3.4 25 15 6.3 +0.6
ILCV iShares Morningstar Value ETF 3.4 4 36 5.6 -0.2
SPXE ProShares S&P 500 Ex-Energy ETF 3.4 9 31 4.1 -1.6
VV Vanguard Large-Cap ETF 3.4 4 36 4.2 -1.6
JAVA JPMorgan Active Value ETF 3.4 44 -4 5.5 -0.3
NULG Nuveen ESG Large-Cap Growth ETF 3.4 26 14 2.7 -3.0
MGK Vanguard Mega Cap Growth ETF 3.4 7 33 3.4 -2.3
JGLO JPMorgan Global Select Equity ETF 3.4 33 7 4.3 -1.4
IWY iShares Russell Top 200 Growth ETF 3.4 20 20 3.3 -2.4
TOV JLens 500 Jewish Advocacy U.S. ETF 3.4 18 22 4.0 -1.8
FELV Fidelity Enhanced Large Cap Value ETF 3.4 18 22 5.9 +0.2
STRV Strive 500 ETF 3.4 5 35 4.1 -1.6
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.4 65 -25 4.2 -1.6
BKLC BNY Mellon US Large Cap Core Equity ETF 3.3 0 40 4.3 -1.5
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 3.3 20 20 4.0 -1.8
GXLC Global X U.S. 500 ETF 3.3 2 38 4.2 -1.6
SPHQ Invesco S&P 500 Quality ETF 3.3 15 25 4.6 -1.1
GINN Goldman Sachs Innovate Equity ETF 3.3 52 -12 3.2 -2.5
VOO Vanguard S&P 500 ETF 3.3 3 37 4.3 -1.5
SFLO VictoryShares Small Cap Free Cash Flow ETF 3.3 49 -9 9.9 +4.1
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 -2.1
IVV iShares Core S&P 500 ETF 3.3 3 37 4.3 -1.5
SPY SPDR S&P 500 ETF 3.3 9 31 4.2 -1.6
LCF Touchstone US Large Cap Focused ETF 3.3 69 -29 3.6 -2.1
SPYM State Street SPDR Portfolio S&P 500 ETF 3.3 2 38 4.3 -1.5
DCOR Dimensional US Core Equity 1 ETF 3.3 14 26 4.6 -1.1
AIEQ AI Powered Equity ETF 3.3 75 -35 4.0 -1.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 3.3 15 25 7.8 +2.1
GSPY Gotham Enhanced 500 ETF 3.2 50 -10 4.4 -1.3
SNPE Xtrackers S&P 500 ESG ETF 3.2 10 30 4.3 -1.4
DFSU Dimensional US Sustainability Core 1 ETF 3.2 18 22 4.5 -1.2
QVML Invesco S&P 500 QVM Multi-factor ETF 3.2 11 29 4.4 -1.3
IBRN iShares Neuroscience and Healthcare ETF 3.2 47 -7 0.0 -5.7
APUE ActivePassive U.S. Equity ETF 3.2 45 -5 3.9 -1.8
IUS Invesco RAFI Strategic US ETF 3.2 19 21 6.0 +0.2
VOTE TCW Transform 500 ETF 3.2 5 35 4.2 -1.5
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 3.2 5 35 7.1 +1.4
SAMT Strategas Macro Thematic Opportunities ETF 3.2 65 -25 2.0 -3.7
ILCB iShares Morningstar U.S. Equity ETF 3.2 3 37 4.2 -1.6
CHGX AXS Change Finance ESG ETF 3.2 49 -9 4.4 -1.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3.2 11 29 4.2 -1.5
ABOT Abacus FCF Innovation Leaders ETF 3.2 69 -29 4.4 -1.3
NACP Impact Shares NAACP Minority Empowerment ETF 3.2 49 -9 4.0 -1.8
AGQI First Trust Active Global Quality Income ETF 3.2 85 -45 4.6 -1.2
DVY iShares Select Dividend ETF 3.2 38 2 8.2 +2.5
FYX First Trust Small Cap Core AlphaDEX Fund 3.1 61 -21 5.0 -0.8
ROSC Hartford Multifactor Small Cap ETF 3.1 34 6 7.9 +2.1
VTI Vanguard Total Stock Market ETF 3.1 3 37 4.2 -1.6
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.1 20 20 4.7 -1.0
SCHX Schwab U.S. Large-Cap ETF 3.1 3 37 4.3 -1.5
DXUV Dimensional US Vector Equity ETF 3.1 28 12 5.2 -0.5
IWB iShares Russell 1000 ETF 3.1 15 25 4.2 -1.6
VONE Vanguard Russell 1000 ETF 3.1 7 33 4.3 -1.5
RVRB Reverb ETF 3.1 30 10 4.0 -1.8
DFUS Dimensional U.S. Equity ETF 3.1 9 31 4.1 -1.6
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 3.1 3 37 4.4 -1.3
IYY iShares Dow Jones U.S. ETF 3.1 20 20 4.1 -1.7
DAK Dakota Active Equity ETF 3.1 43 -3 3.7 -2.0
IWV iShares Russell 3000 ETF 3.1 20 20 4.1 -1.7
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.1 39 1 10.8 +5.0
EBI Longview Advantage ETF 3.1 35 5 5.8 +0.0
QGRW WisdomTree U.S. Quality Growth Fund 3.1 28 12 3.3 -2.4
INRO iShares U.S. Industry Rotation Active ETF 3.1 42 -2 4.0 -1.8
SCHK Schwab 1000 Index ETF 3.1 5 35 4.3 -1.5
SFYF SoFi Social 50 ETF 3.1 29 11 0.9 -4.9
EES WisdomTree U.S. SmallCap Fund 3.1 38 2 7.5 +1.8
IWF iShares Russell 1000 Growth ETF 3.1 19 21 3.2 -2.5
VTHR Vanguard Russell 3000 ETF 3.1 7 33 4.2 -1.6
AFSM First Trust Active Factor Small Cap ETF 3.0 75 -35 6.5 +0.7
ITOT iShares Core S&P Total U.S. Stock Market ETF 3.0 3 37 4.2 -1.6
GQI Natixis Gateway Quality Income ETF 3.0 34 6 4.2 -1.6
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 3.0 12 28 5.3 -0.4
DGT State Street SPDR Global Dow ETF 3.0 50 -10 5.9 +0.2
KLMN Invesco MSCI North America Climate ETF 3.0 9 31 4.3 -1.4
DFAC Dimensional U.S. Core Equity 2 ETF 3.0 17 23 4.7 -1.0
SCHB Schwab U.S. Broad Market ETF 3.0 3 37 4.3 -1.5
AVSU Avantis Responsible U.S. Equity ETF 3.0 15 25 5.0 -0.7
ILCG iShares Morningstar Growth ETF 3.0 4 36 3.0 -2.7
DFAU Dimensional US Core Equity Market ETF 3.0 12 28 4.3 -1.4
ESGU iShares ESG Aware MSCI USA ETF 3.0 15 25 4.2 -1.6
KRMA Global X Conscious Companies ETF 3.0 43 -3 5.2 -0.5
AVLV Avantis U.S. Large Cap Value ETF 3.0 15 25 6.6 +0.8
SCHG Schwab U.S. Large-Cap Growth ETF 3.0 4 36 3.1 -2.6
ABFL Abacus FCF Leaders ETF 3.0 59 -19 3.8 -2.0
CVAR Cultivar ETF 2.9 87 -47 6.7 +0.9
VONG Vanguard Russell 1000 Growth ETF 2.9 7 33 3.5 -2.2
RAYD Rayliant Quantitative Developed Market Equity ETF 2.9 80 -40 4.5 -1.2
IVE iShares S&P 500 Value ETF 2.9 18 22 5.4 -0.3
VUG Vanguard Growth ETF 2.9 4 36 3.3 -2.4
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.9 4 36 5.6 -0.2
QGRO American Century U.S. Quality Growth ETF 2.9 29 11 3.1 -2.7
PBUS Invesco MSCI USA ETF 2.9 4 36 4.2 -1.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.9 30 10 3.9 -1.9
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.8 25 15 4.7 -1.0
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 2.8 59 -19 5.3 -0.4
ESGV Vanguard ESG U.S. Stock ETF 2.8 9 31 4.1 -1.6
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 -1.7
ADME Aptus Drawdown Managed Equity ETF 2.8 79 -39 3.3 -2.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.8 12 28 4.3 -1.4
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.8 27 13 6.6 +0.8
AFOS ARS Focused Opportunities Strategy ETF 2.8 45 -5 2.3 -3.4
COWS Amplify Cash Flow Dividend Leaders ETF 2.8 0 40 10.5 +4.8
IBB iShares Biotechnology ETF 2.7 45 -5 -0.3 -6.0
ACVF American Conservative Values ETF 2.7 75 -35 3.6 -2.1
FDLS Inspire Fidelis Multi Factor ETF 2.7 76 -36 4.0 -1.7
IUSV iShares Core S&P US Value ETF 2.7 4 36 5.7 -0.1
FBCG Fidelity Blue Chip Growth ETF 2.7 59 -19 2.2 -3.5
QQQS Invesco NASDAQ Future Gen 200 ETF 2.7 20 20 -4.6 -10.4
JHML John Hancock Multifactor Large Cap ETF 2.7 29 11 4.6 -1.1
ROUS Hartford Multifactor US Equity ETF 2.7 19 21 6.0 +0.3
CALF Pacer US Small Cap Cash Cows 100 ETF 2.7 59 -19 9.3 +3.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.7 9 31 4.6 -1.1
AVUS Avantis U.S. Equity ETF 2.7 15 25 5.0 -0.8
VLU State Street SPDR S&P 1500 Value Tilt ETF 2.7 12 28 6.5 +0.7
XVV iShares ESG Screened S&P 500 ETF 2.7 8 32 4.1 -1.6
SUSA iShares MSCI USA ESG Select ETF 2.7 25 15 3.9 -1.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.7 14 26 4.2 -1.5
YOKE Yoke Core ETF 2.7 42 -2 4.0 -1.8
TOKE Cambria Cannabis ETF 2.6 42 -2 1.9 -3.9
PEXL Pacer US Export Leaders ETF 2.6 60 -20 3.8 -1.9
VOOG Vanguard S&P 500 Growth ETF 2.6 7 33 3.3 -2.4
FTGS First Trust Growth Strength ETF 2.6 60 -20 3.7 -2.1
LST Leuthold Select Industries ETF 2.6 91 -51 4.8 -0.9
FBCV Fidelity Blue Chip Value ETF 2.6 59 -19 6.5 +0.7
PRXG Praxis Impact Large Cap Growth ETF 2.6 36 4 2.9 -2.9
VSDA VictoryShares Dividend Accelerator ETF 2.6 35 5 6.5 +0.7
JPEF JPMorgan Equity Focus ETF 2.6 50 -10 3.9 -1.9
SGLC SGI U.S. Large Cap Core ETF 2.6 85 -45 3.3 -2.5
DFSV Dimensional US Small Cap Value ETF 2.6 31 9 9.1 +3.4
JGRO JPMorgan Active Growth ETF 2.6 44 -4 2.9 -2.9
EGUS iShares ESG Aware MSCI USA Growth ETF 2.6 18 22 2.9 -2.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.6 20 20 4.8 -1.0
GLOF iShares Global Equity Factor ETF 2.5 20 20 5.9 +0.2
FTA First Trust Large Cap Value AlphaDEX Fund 2.5 59 -19 7.8 +2.1
KOKU Xtrackers MSCI Kokusai Equity ETF 2.5 9 31 4.5 -1.2
FFLC Fidelity Fundamental Large Cap Core ETF 2.5 38 2 3.9 -1.9
TOK iShares MSCI Kokusai ETF 2.5 26 14 4.3 -1.4
RECS Columbia Research Enhanced Core ETF 2.5 15 25 5.1 -0.7
FFOG Franklin Focused Growth ETF 2.5 61 -21 1.9 -3.8
ACWV iShares MSCI Global Min Vol Factor ETF 2.4 20 20 5.3 -0.4
IWO iShares Russell 2000 Growth ETF 2.4 24 16 0.6 -5.1
WLDR Affinity World Leaders Equity ETF 2.4 67 -27 6.4 +0.7
ABLG Abacus FCF International Leaders ETF 2.4 59 -19 5.7 -0.0
FTDS First Trust Dividend Strength ETF 2.4 70 -30 7.3 +1.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.3 35 5 3.0 -2.8
AVSC Avantis U.S Small Cap Equity ETF 2.3 25 15 4.5 -1.2
BFOR ALPS Barron's 400 ETF 2.3 65 -25 4.9 -0.9
URTH iShares MSCI World ETF 2.3 24 16 4.4 -1.4
WOMN Impact Shares YWCA Women's Empowerment ETF 2.3 75 -35 4.9 -0.9
DSMC Distillate Small/Mid Cash Flow ETF 2.3 55 -15 11.3 +5.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.3 18 22 6.9 +1.2
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.3 20 20 5.4 -0.4
IJT iShares S&P Small-Cap 600 Growth ETF 2.3 18 22 4.6 -1.2
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 2.3 48 -8 7.7 +2.0
SHE State Street SPDR MSCI USA Gender Diversity ETF 2.2 20 20 4.6 -1.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.2 25 15 5.4 -0.3
STXG Strive 1000 Growth ETF 2.2 18 22 3.2 -2.6
AFLG First Trust Active Factor Large Cap ETF 2.2 55 -15 5.4 -0.4
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 2.2 12 28 6.7 +0.9
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.2 15 25 4.6 -1.2
ANEW ProShares MSCI Transformational Changes ETF 2.2 45 -5 4.6 -1.2
MOTG VanEck Morningstar Global Wide Moat ETF 2.1 52 -12 8.7 +3.0
VFMO Vanguard U.S. Momentum Factor ETF 2.1 13 27 2.5 -3.3
CZAR Themes Natural Monopoly ETF 2.1 35 5 4.9 -0.9
FVD First Trust Value Line Dividend Index Fund 2.1 65 -25 5.6 -0.1
DIV Global X SuperDividend US ETF 2.1 45 -5 10.5 +4.8
RNIN Bushido Capital US SMID Cap Equity ETF 2.1 70 -30 11.2 +5.4
MBOX Freedom Day Dividend ETF 2.1 39 1 6.7 +1.0
KONG Formidable Fortress ETF 2.1 89 -49 5.0 -0.8
ULVM VictoryShares US Value Momentum ETF 2.1 20 20 6.5 +0.7
KLMT Invesco MSCI Global Climate 500 ETF 2.1 10 30 5.0 -0.8
GVIP Goldman Sachs Hedge Industry VIP ETF 2.1 45 -5 2.7 -3.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.1 29 11 6.9 +1.2
ACWI iShares MSCI ACWI ETF 2.1 32 8 4.7 -1.0
VFMV Vanguard U.S. Minimum Volatility ETF 2.1 13 27 5.2 -0.5
ECML Euclidean Fundamental Value ETF 2.0 95 -55 8.8 +3.0
ISCV iShares Morningstar Small Cap Value ETF 2.0 6 34 7.5 +1.7
SWP SWP Growth & Income ETF 2.0 99 -59 3.6 -2.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.0 9 31 3.5 -2.3
FLOW Global X U.S. Cash Flow Kings 100 ETF 2.0 25 15 10.8 +5.1
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.0 10 30 4.7 -1.0
SYLD Cambria Shareholder Yield ETF 2.0 59 -19 11.0 +5.2
SSPY Syntax Stratified LargeCap ETF 2.0 30 10 5.9 +0.2
RSSL Global X Russell 2000 ETF 2.0 8 32 3.1 -2.7
CGGR Capital Group Growth ETF 2.0 39 1 2.7 -3.0
RWL Invesco S&P 500 Revenue ETF 2.0 39 1 5.9 +0.2
CVY Invesco Zacks Multi-Asset Income ETF 2.0 106 -66 10.3 +4.5
CGDG Capital Group Dividend Growers ETF 2.0 47 -7 5.3 -0.4
IWM iShares Russell 2000 ETF 1.9 19 21 3.1 -2.7
ROE Astoria US Quality Kings ETF 1.9 49 -9 5.6 -0.2
VTWG Vanguard Russell 2000 Growth ETF 1.9 10 30 0.8 -5.0
GURU Global X Guru Index ETF 1.9 75 -35 2.5 -3.3
EZM WisdomTree U.S. MidCap Fund 1.9 38 2 7.5 +1.8
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 1.9 12 28 7.1 +1.3
VT Vanguard Total World Stock ETF 1.9 6 34 5.1 -0.7
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.9 15 25 6.6 +0.9
LYLD Cambria Large Cap Shareholder Yield ETF 1.9 59 -19 8.6 +2.9
DFAT Dimensional U.S. Targeted Value ETF 1.9 28 12 8.8 +3.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.9 9 31 4.9 -0.9
POWA Invesco Bloomberg Pricing Power ETF 1.9 40 0 4.9 -0.8
XJR iShares ESG Screened S&P Small-Cap ETF 1.8 12 28 6.6 +0.8
FEX First Trust Large Cap Core AlphaDEX Fund 1.8 59 -19 5.0 -0.7
GVLU Gotham 1000 Value ETF 1.8 50 -10 8.2 +2.5
IJR iShares Core S&P Small Cap ETF 1.8 6 34 6.6 +0.9
FAB First Trust Multi Cap Value AlphaDEX Fund 1.8 67 -27 8.7 +3.0
YOLO AdvisorShares Pure Cannabis ETF 1.8 103 -63 -3.6 -9.4
LEAD Siren DIVCON Leaders Dividend ETF 1.8 43 -3 3.5 -2.2
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.8 79 -39 4.9 -0.9
XSMO Invesco S&P SmallCap Momentum ETF 1.8 39 1 3.8 -1.9
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.8 29 11 6.3 +0.5
LRGC AB US Large Cap Strategic Equities ETF 1.7 48 -8 3.8 -1.9
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 1.7 49 -9 5.8 +0.1
TAX Cambria Tax Aware ETF 1.7 49 -9 5.1 -0.7
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.7 64 -24 0.9 -4.9
NULV Nuveen ESG Large-Cap Value ETF 1.7 26 14 5.5 -0.2
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.7 3 37 6.6 +0.9
LOGO Alpha Brands Consumption Leaders ETF 1.7 69 -29 2.5 -3.2
RFV Invesco S&P Midcap 400 Pure Value ETF 1.7 35 5 11.7 +6.0
VTWO Vanguard Russell 2000 ETF 1.7 7 33 3.2 -2.5
YLDE ClearBridge Dividend Strategy ESG ETF 1.7 60 -20 5.0 -0.7
DIVE Dana Concentrated Dividend ETF 1.6 65 -25 6.7 +0.9
CRTC Xtrackers US National Critical Technologies ETF 1.6 35 5 4.1 -1.6
FSMD Fidelity Small-Mid Multifactor ETF 1.6 15 25 6.0 +0.3
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.6 35 5 6.4 +0.7
SMLF iShares U.S. SmallCap Equity Factor ETF 1.6 15 25 5.2 -0.6
ISCB iShares Morningstar Small-Cap ETF 1.6 4 36 5.0 -0.7
DFAS Dimensional U.S. Small Cap ETF 1.6 26 14 5.7 -0.0
NULC Nuveen ESG Large-Cap ETF 1.6 21 19 4.4 -1.3
FDMO Fidelity Momentum Factor ETF 1.6 15 25 3.0 -2.8
FFND Future Fund Active ETF 1.6 100 -60 3.1 -2.6
TMDV ProShares Russell US Dividend Growers ETF 1.6 35 5 6.2 +0.4
AVUQ Avantis U.S. Quality ETF 1.6 15 25 3.5 -2.2
VIOO Vanguard S&P Small-Cap 600 ETF 1.6 7 33 6.6 +0.9
MAGA Point Bridge America First ETF 1.6 72 -32 5.6 -0.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.6 24 16 7.3 +1.5
FYT First Trust Small Cap Value AlphaDEX Fund 1.5 73 -33 10.2 +4.5
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.5 35 5 5.5 -0.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.5 29 11 3.8 -1.9
RGEF Rockefeller Global Equity ETF 1.5 55 -15 3.9 -1.8
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.5 68 -28 1.7 -4.1
USMF WisdomTree U.S. Multifactor Fund 1.5 28 12 6.5 +0.7
KNO AXS Knowledge Leaders ETF 1.5 78 -38 5.0 -0.8
RCGE RockCreek Global Equality ETF 1.5 95 -55 6.0 +0.3
SPIT F/m Emerald Special Situations ETF 1.5 105 -65 -0.9 -6.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.5 30 10 5.6 -0.1
CFA VictoryShares US 500 Volatility Wtd ETF 1.5 35 5 5.3 -0.5
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.5 40 0 5.2 -0.5
GEW Cambria Global EW ETF 1.5 29 11 5.3 -0.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.5 10 30 7.7 +2.0
FDVV Fidelity High Dividend ETF 1.5 15 25 6.9 +1.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.5 15 25 3.8 -1.9
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.5 50 -10 3.4 -2.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.5 70 -30 4.5 -1.2
FESM Fidelity Enhanced Small Cap ETF 1.5 28 12 2.7 -3.0
SMOT VanEck Morningstar SMID Moat ETF 1.4 49 -9 5.8 +0.1
OPTZ Optimize Strategy Index ETF 1.4 50 -10 4.1 -1.6
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.4 39 1 2.7 -3.1
RSP Invesco S&P 500 Equal Weight ETF 1.4 20 20 5.9 +0.1
HAPS Harbor Human Capital Factor US Small Cap ETF 1.4 60 -20 3.4 -2.4
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.4 55 -15 3.4 -2.4
DSI iShares MSCI KLD 400 Social ETF 1.4 25 15 4.1 -1.6
SDY State Street SPDR S&P Dividend ETF 1.4 35 5 6.1 +0.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.4 9 31 5.4 -0.4
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.4 35 5 6.3 +0.5
DEUS Xtrackers Russell US Multifactor ETF 1.4 17 23 6.0 +0.2
IWN iShares Russell 2000 Value ETF 1.4 24 16 5.7 -0.1
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.4 35 5 6.5 +0.7
IJK iShares S&P Mid-Cap 400 Growth ETF 1.4 17 23 4.8 -1.0
BKSE BNY Mellon US Small Cap Core Equity ETF 1.4 4 36 5.0 -0.7
EUSA iShares MSCI USA Equal Weighted ETF 1.3 9 31 5.5 -0.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.3 17 23 5.2 -0.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.3 70 -30 1.6 -4.1
VTWV Vanguard Russell 2000 Value ETF 1.3 10 30 5.7 -0.0
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.3 12 28 3.4 -2.4
GOP Unusual Whales Subversive Republican Trading ETF 1.3 50 -10 4.6 -1.2
IJS iShares S&P Small-Cap 600 Value ETF 1.3 18 22 8.5 +2.8
VBR Vanguard Small Cap Value ETF 1.3 7 33 7.8 +2.1
VXF Vanguard Extended Market ETF 1.3 5 35 3.9 -1.9
SIZE iShares MSCI USA Size Factor ETF 1.3 15 25 5.5 -0.3
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.3 15 25 4.8 -1.0
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.2 30 10 7.0 +1.3
SPGP Invesco S&P 500 GARP ETF 1.2 34 6 5.7 0.0
CGGO Capital Group Global Growth Equity ETF 1.2 47 -7 3.8 -2.0
BUL Pacer US Cash Cows Growth ETF 1.2 60 -20 4.1 -1.7
DEEP Roundhill Acquirers Deep Value ETF 1.2 80 -40 17.3 +11.5
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.2 15 25 8.6 +2.8
EQAL Invesco Russell 1000 Equal Weight ETF 1.2 20 20 6.3 +0.6
BLCV iShares Large Cap Value Active ETF 1.2 53 -13 6.5 +0.7
STXK Strive Small-Cap ETF 1.2 18 22 5.2 -0.5
JMOM JPMorgan U.S. Momentum Factor ETF 1.2 12 28 3.8 -1.9
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.2 15 25 5.2 -0.5
SPLV Invesco S&P 500 Low Volatility ETF 1.2 25 15 5.1 -0.7
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.2 25 15 5.1 -0.7
SCHA Schwab U.S. Small-Cap ETF 1.2 4 36 4.8 -0.9
ISCG iShares Morningstar Small-Cap Growth ETF 1.2 6 34 2.5 -3.3
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.2 20 20 5.7 -0.0
ONEY State Street SPDR Russell 1000 Yield Focus ETF 1.2 20 20 9.0 +3.3
WCEO Hypatia Women CEO ETF 1.1 85 -45 2.8 -2.9
PSC Principal U.S. Small-Cap ETF 1.1 38 2 5.9 +0.1
SCHM Schwab U.S. Mid-Cap ETF 1.1 4 36 5.9 +0.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.1 10 30 8.5 +2.7
RPV Invesco S&P 500 Pure Value ETF 1.1 35 5 9.1 +3.3
WDIV SPDR S&P Global Dividend ETF 1.1 40 0 8.3 +2.6
JSTC Adasina Social Justice All Cap Global ETF 1.1 89 -49 4.2 -1.5
SVAL iShares US Small Cap Value Factor ETF 1.1 20 20 7.8 +2.1
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.1 55 -15 9.2 +3.4
DON WisdomTree U.S. MidCap Dividend Fund 1.1 38 2 8.1 +2.4
SIXS ETC 6 Meridian Small Cap Equity ETF 1.1 89 -49 8.5 +2.8
GQQQ Astoria US Quality Growth Kings ETF 1.1 35 5 3.7 -2.1
XSLV Invesco S&P SmallCap Low Volatility ETF 1.1 25 15 7.6 +1.9
NUSC Nuveen ESG Small-Cap ETF 1.1 31 9 4.5 -1.3
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.0 65 -25 7.1 +1.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.0 4 36 5.1 -0.7
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.0 39 1 8.3 +2.6
FNX First Trust Mid Cap Core AlphaDEX Fund 1.0 60 -20 5.9 +0.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.0 7 33 4.9 -0.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.0 39 1 4.3 -1.5
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.0 20 20 3.7 -2.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.0 80 -40 6.7 +1.0
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.0 85 -45 2.9 -2.8
STXM Strive Mid-Cap ETF 1.0 18 22 5.4 -0.4
JSML Janus Henderson Small Cap Growth Alpha ETF 1.0 30 10 7.0 +1.2
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.0 20 20 7.2 +1.4
FFOX FundX Future Fund Opportunities ETF 1.0 100 -60 2.7 -3.1
VB Vanguard Small-Cap ETF 1.0 5 35 5.2 -0.5
AVMV Avantis U.S. Mid Cap Value ETF 1.0 20 20 7.6 +1.8
FBT First Trust NYSE Arca Biotechnology Index Fund 1.0 56 -16 1.9 -3.9
TPSC Timothy Plan US Small Cap Core ETF 0.9 52 -12 6.1 +0.4
TPHD Timothy Plan High Dividend Stock ETF 0.9 52 -12 6.3 +0.6
BUZZ VanEck Social Sentiment ETF 0.9 75 -35 -0.8 -6.5
FTC First Trust Large Cap Growth AlphaDEX Fund 0.9 59 -19 1.6 -4.2
PSET Principal Quality ETF 0.9 15 25 4.7 -1.1
JHMM John Hancock Multifactor Mid Cap ETF 0.9 42 -2 5.4 -0.4
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.9 35 5 6.8 +1.1
FMDE Fidelity Enhanced Mid Cap ETF 0.9 23 17 5.2 -0.6
AVMC Avantis U.S. Mid Cap Equity ETF 0.8 18 22 5.9 +0.2
WTV WisdomTree US Value Fund of Benef Interest 0.8 12 28 7.7 +1.9
JPSV JPMorgan Active Small Cap Value ETF 0.8 74 -34 7.5 +1.8
CSMD Congress SMid Growth ETF 0.8 69 -29 3.1 -2.6
PRAY FIS Christian Stock Fund 0.8 69 -29 4.3 -1.5
THRO iShares U.S. Thematic Rotation Active ETF 0.8 90 -50 3.1 -2.7
BLCR iShares Large Cap Core Active ETF 0.8 36 4 3.1 -2.7
NIXT Research Affiliates Deletions ETF 0.8 9 31 7.4 +1.7
ABLS Abacus FCF Small Cap Leaders ETF 0.8 59 -19 5.2 -0.5
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.8 47 -7 8.1 +2.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.8 15 25 6.2 +0.5
FLDZ RiverNorth Patriot ETF 0.8 75 -35 5.6 -0.2
SFYX SoFi Next 500 ETF 0.8 0 40 5.0 -0.8
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -35 4.4 -1.3
XJH iShares ESG Screened S&P Mid-Cap ETF 0.8 12 28 6.1 +0.4
VIDI Vident International Equity Strategy ETF 0.7 61 -21 9.2 +3.4
IVOO Vanguard S&P Mid-Cap 400 ETF 0.7 7 33 6.2 +0.5
JHSC John Hancock Multifactor Small Cap ETF 0.7 42 -2 5.7 -0.0
AVUV Avantis U.S. Small Cap Value ETF 0.7 25 15 8.5 +2.8
MDY SPDR S&P Midcap 400 ETF Trust 0.7 24 16 6.0 +0.3
IJH iShares Core S&P Mid-Cap ETF 0.7 5 35 6.2 +0.5
LQPE PEO AlphaQuest Thematic PE ETF 0.6 125 -85 6.2 +0.4
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.6 3 37 6.2 +0.5
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.6 43 -3 5.1 -0.7
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.6 9 31 4.2 -1.6
ASCE Allspring SMID Core ETF 0.6 38 2 7.7 +1.9
RWK Invesco S&P MidCap 400 Revenue ETF 0.6 39 1 8.2 +2.4
FNDA Schwab Fundamental US Small Co. Index ETF 0.6 25 15 6.6 +0.8
MVPA Miller Value Partners Appreciation ETF 0.6 60 -20 7.8 +2.0
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.6 40 0 4.1 -1.7
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.6 20 20 2.5 -3.2
VBK Vanguard Small-Cap Growth ETF 0.6 7 33 1.4 -4.3
FNK First Trust Mid Cap Value AlphaDEX Fund 0.6 70 -30 9.3 +3.6
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.6 60 -20 5.6 -0.2
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.6 70 -30 4.0 -1.7
IWS iShares Russell Mid-Cap Value ETF 0.6 23 17 6.2 +0.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.6 20 20 5.6 -0.2
SMMD iShares Russell 2500 ETF 0.6 15 25 5.7 -0.0
IMCG iShares Morningstar Mid-Cap Growth ETF 0.5 6 34 3.6 -2.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.5 60 -20 4.1 -1.6
TMFC Motley Fool 100 Index ETF 0.5 50 -10 2.9 -2.8
RDVY First Trust Rising Dividend Achievers ETF 0.5 50 -10 5.3 -0.5
IMCB iShares Morningstar Mid-Cap ETF 0.5 4 36 5.5 -0.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.5 24 16 6.4 +0.7
IMCV iShares Morningstar Mid-Cap Value ETF 0.5 6 34 7.2 +1.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.5 15 25 6.9 +1.2
COPY Tweedy, Browne Insider + Value ETF 0.5 80 -40 10.2 +4.5
ETHO Etho Climate Leadership U.S. ETF 0.5 47 -7 4.7 -1.1
AFMC First Trust Active Factor Mid Cap ETF 0.5 65 -25 7.0 +1.2
IWR iShares Russell Midcap ETF 0.5 19 21 5.4 -0.3
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.4 35 5 8.4 +2.6
RPG Invesco S&P 500 Pure Growth ETF 0.4 35 5 2.6 -3.1
XOEF iShares S&P 500 ex S&P 100 ETF 0.4 20 20 4.8 -1.0
RNSC Furst Trust Small Cap US Equity Select ETF 0.4 60 -20 4.3 -1.5
FSGS First Trust SMID Growth Strength ETF 0.4 60 -20 4.3 -1.4
ISMD Inspire Small/Mid Cap ETF 0.4 54 -14 4.6 -1.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.4 52 -12 4.9 -0.9
TMFX Motley Fool Next Index ETF 0.4 50 -10 2.7 -3.1
MGMT Ballast Small/Mid Cap ETF 0.4 110 -70 6.6 +0.9
GPT Intelligent Alpha Atlas ETF 0.4 69 -29 4.9 -0.9
SAGP Strategas Global Policy Opportunities ETF 0.4 65 -25 4.6 -1.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.4 65 -25 1.6 -4.1
HYP Golden Eagle Dynamic Hypergrowth ETF 0.4 85 -45 -1.1 -6.9
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.4 35 5 4.9 -0.8
FPX First Trust US Equity Opportunities ETF 0.3 61 -21 0.8 -4.9
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 19 3.1 -2.7
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.3 58 -18 5.1 -0.7
USXF iShares ESG Advanced MSCI USA ETF 0.3 10 30 3.9 -1.8
DES WisdomTree U.S. SmallCap Dividend Fund 0.3 38 2 8.1 +2.3
XSHQ Invesco S&P SmallCap Quality ETF 0.3 29 11 6.6 +0.9
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.3 35 5 8.6 +2.9
ALRG Allspring LT Large Core ETF 0.3 28 12 3.8 -2.0
CATH Global X S&P 500 Catholic Values Custom ETF 0.3 29 11 4.0 -1.7
BLES Inspire Global Hope ETF 0.3 61 -21 6.0 +0.3
PTL Inspire 500 ETF 0.2 9 31 4.6 -1.1
CHRI Global X S&P 500 Christian Values ETF 0.2 29 11 4.0 -1.8
SXQG ETC 6 Meridian Quality Growth ETF 0.2 100 -60 4.0 -1.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.2 65 -25 1.7 -4.0
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.2 38 2 8.6 +2.9
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 2.6 -3.1
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 -5 7.4 +1.7
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 15 8.1 +2.4
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 1 5.8 +0.0

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 5.7 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

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

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

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

 

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