iShares U.S. Healthcare Providers ETF
ALTAR
Score™		 8.2% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 16.4x P/Sales
ratio		 0.5x
P/BV
ratio		 1.9x Div.
yield		 1.3%


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

FUND BASICS
Category US Equities
Fund Sponsor Barclays Global Fund Advisors
Website www.ishares.com
Inception date May 01, 2006
Assets (mns) $753
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 61
Wgt avg mkt cap (mns) $98,358
Large cap (>$10bn) 85.4%
Mid cap ($2-10bn) 10.3%
Small cap (<$2bn) 4.2%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
UNITEDHEALTH GROUP INC 21.6 %
CVS CAREMARK CORP 12.3 %
CIGNA CORPORATION 9.1 %
HCA HOLDINGS INC 5.6 %
ELEVANCE HEALTH INC 4.9 %
HUMANA INC 4.3 %
VEEVA SYSTEMS INC-CLASS A 4.0 %
LABCORP HOLDINGS 3.6 %
QUEST DIAGNOSTICS 3.4 %
TENET HEALTHCARE CORP 3.1 %
Total 71.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 98.7 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru November 30)
Year-to-date 1 year 5 years 10 years Since Incep.
3.7% -8.8% 2.8% 8.3% 9.4%

Market Correlations
versus... Beta R-squared
S&P500 0.38 11%
MSCI EAFE 0.49 13%
MSCI Emg. Mkts. 0.33 6%

Technical Indicators
Recent close $47.83
30d moving avg. $48.65
Annualized volatility 19.7%
Short interest (ETF) 0.6%
Short interest (Underlying) 2.5%
Relative strength (RSI) 49

Liquidity measures
Avg. volume (thou.) 200
Turnover 1.3%
Bid/Ask (% of price) 0.04%
ADV underlying (mns) $5,514

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 700 potential alternatives to the iShares U.S. Healthcare Providers ETF ETF based on the alternatives' overlap in portfolio holdings with IHF. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IHF Expense: 40 bp ALTAR Score™: 8.2%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IHF
Ticker Fund
Name		 Overlap1
vs IHF
(%)		 Expense
ratio
(bp)		 Savings
vs IHF
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IHF
(%)
XHS State Street SPDR S&P Health Care Services ETF 41.3 35 5 4.0 -4.2
FXH First Trust Health Care AlphaDEX Fund 19.7 62 -22 8.0 -0.2
RSPH Invesco S&P 500 Equal Weight Health Care ETF 19.1 40 0 7.6 -0.6
DUSA Davis Select U.S. Equity ETF 16.5 61 -21 7.4 -0.8
FHLC Fidelity MSCI Health Care Index ETF 14.7 8 32 5.9 -2.3
SPVU Invesco S&P 500 Enhanced Value ETF 14.4 13 27 10.1 +1.9
VHT Vanguard Health Care ETF 13.8 9 31 5.6 -2.6
XLV The Health Care Select Sector SPDR Fund 13.2 8 32 7.2 -1.0
IYH iShares U.S. Healthcare ETF 12.5 40 0 6.4 -1.8
PTH Invesco Dorsey Wright Healthcare Momentum ETF 12.4 60 -20 -1.0 -9.2
VFLO VictoryShares Free Cash Flow ETF 10.8 39 1 10.0 +1.8
RPV Invesco S&P 500 Pure Value ETF 10.8 35 5 10.3 +2.1
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 10.1 65 -25 0.8 -7.4
RWL Invesco S&P 500 Revenue ETF 10.0 39 1 6.8 -1.4
FDHT Fidelity Digital Health ETF 9.4 39 1 1.5 -6.7
IXJ iShares Global Healthcare ETF 9.4 42 -2 6.7 -1.5
PKW Invesco Buyback Achievers ETF 9.4 62 -22 8.1 -0.1
JDOC JPMorgan Healthcare Leaders ETF 8.7 65 -25 3.9 -4.4
PINK Simplify Health Care ETF 8.3 50 -10 0.8 -7.4
DWLD Davis Select Worldwide ETF 8.2 63 -23 7.2 -1.0
HKND Humankind US Stock ETF 7.8 11 29 7.1 -1.1
GKAT Scharf Global Opportunity ETF 7.7 57 -17 6.4 -1.8
HEAL Global X HealthTech ETF 7.7 50 -10 -1.6 -9.8
QMOM Alpha Architect U.S. Quantitative Momentum ETF 7.7 39 1 1.6 -6.6
LQPE PEO AlphaQuest Thematic PE ETF 7.6 125 -85 7.0 -1.3
FMED Fidelity Disruptive Medicine ETF 7.1 50 -10 -0.6 -8.8
QLTY GMO U.S. Quality ETF 7.1 50 -10 4.6 -3.6
FTDS First Trust Dividend Strength ETF 7.1 70 -30 8.6 +0.4
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 6.9 65 -25 5.0 -3.2
CSTK Invesco Comstock Contrarian Equity ETF 6.9 35 5 6.8 -1.4
HART IQ Healthy Hearts ETF 6.8 45 -5 6.1 -2.2
FLDZ RiverNorth Patriot ETF 6.7 75 -35 6.3 -1.9
MEDI Harbor Health Care ETF 6.7 80 -40 -1.5 -9.7
FBCV Fidelity Blue Chip Value ETF 6.6 59 -19 7.4 -0.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 6.5 60 -20 4.4 -3.8
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 6.4 20 20 6.1 -2.1
SMRI Bushido Capital US Equity ETF 6.4 71 -31 10.1 +1.9
ECML Euclidean Fundamental Value ETF 6.3 95 -55 10.3 +2.1
RDIV Invesco S&P Ultra Dividend Revenue ETF 6.2 39 1 11.7 +3.5
GDOC Goldman Sachs Future Health Care Equity ETF 6.1 75 -35 2.7 -5.6
QVAL Alpha Architect US Quantitative Value ETF 6.0 39 1 10.3 +2.1
FMKT The Free Markets ETF 5.8 76 -36 4.2 -4.0
ASLV Allspring Special Large Value ETF 5.8 35 5 6.6 -1.6
FEGE First Eagle Global Equity ETF 5.8 79 -39 6.5 -1.7
WTV WisdomTree US Value Fund of Benef Interest 5.6 12 28 8.9 +0.7
FDLS Inspire Fidelis Multi Factor ETF 5.5 76 -36 4.9 -3.3
SRHQ SRH U.S. Quality ETF 5.4 35 5 7.4 -0.8
PSC Principal U.S. Small-Cap ETF 5.4 38 2 6.9 -1.3
HELX Franklin Genomic Advancements ETF 5.2 50 -10 -0.4 -8.6
AMID Argent Mid Cap ETF Argent Mid Cap ETF 5.2 52 -12 6.3 -1.9
FMTM MarketDesk Focused U.S. Momentum ETF 5.2 45 -5 4.2 -4.0
DIVZ TrueShares Low Volatility Equity Income ETF 5.1 65 -25 6.5 -1.7
DSTL Distillate US Fundamental Stability & Value ETF 5.0 39 1 8.6 +0.4
DJD Invesco Dow Jones Industrial Average Dividend ETF 5.0 7 33 7.7 -0.5
YALL God Bless America ETF 4.9 65 -25 4.6 -3.6
LYLD Cambria Large Cap Shareholder Yield ETF 4.9 59 -19 9.8 +1.6
IWO iShares Russell 2000 Growth ETF 4.9 24 16 0.8 -7.4
VTWG Vanguard Russell 2000 Growth ETF 4.9 10 30 0.9 -7.3
VEGN US Vegan Climate ETF 4.8 60 -20 4.5 -3.7
IUS Invesco RAFI Strategic US ETF 4.8 19 21 6.8 -1.4
JAVA JPMorgan Active Value ETF 4.8 44 -4 6.4 -1.8
LSAF LeaderShares AlphaFactor US Core Equity ETF 4.8 75 -35 7.7 -0.5
FFOX FundX Future Fund Opportunities ETF 4.7 100 -60 3.4 -4.8
AVIE Avantis  Inflation Focused Equity ETF 4.7 25 15 7.2 -1.0
KAT Scharf ETF 4.6 87 -47 5.4 -2.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 4.6 65 -25 2.1 -6.1
PSCH Invesco S&P SmallCap Health Care ETF 4.6 29 11 3.6 -4.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 4.6 30 10 6.8 -1.4
OSCV Opus Small Cap Value ETF 4.6 79 -39 7.1 -1.1
STXV Strive 1000 Value ETF 4.6 18 22 8.2 -0.0
SNPV Xtrackers S&P 500 Value ESG ETF 4.6 15 25 6.8 -1.4
FCPI Fidelity Stocks for Inflation ETF 4.5 15 25 8.0 -0.2
FTA First Trust Large Cap Value AlphaDEX Fund 4.5 59 -19 8.9 +0.7
PWV Invesco Large Cap Value ETF 4.5 55 -15 7.6 -0.6
CVAR Cultivar ETF 4.5 87 -47 7.6 -0.6
RTH VanEck Retail ETF 4.5 35 5 5.6 -2.6
ASCE Allspring SMID Core ETF 4.4 38 2 9.2 +1.0
ACSI American Customer Satisfaction ETF 4.4 65 -25 5.4 -2.8
LCF Touchstone US Large Cap Focused ETF 4.4 69 -29 4.2 -4.0
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 4.4 29 11 6.9 -1.3
SYLD Cambria Shareholder Yield ETF 4.3 59 -19 12.6 +4.4
DIA SPDR Dow Jones Industrial Average ETF 4.2 16 24 5.5 -2.8
SIXL ETC 6 Meridian Low Beta Equity ETF 4.2 80 -40 6.5 -1.7
HRTS Tema Heart & Health ETF 4.2 75 -35 2.3 -6.0
FNDX Schwab Fundamental US Large Co. Index ETF 4.2 25 15 7.2 -1.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.1 24 16 8.3 +0.1
IYK iShares U.S. Consumer Staples ETF 4.1 40 0 6.8 -1.4
ITAN Sparkline Intangible Value ETF 4.1 50 -10 6.6 -1.6
ULVM VictoryShares US Value Momentum ETF 4.1 20 20 7.3 -0.9
FYC First Trust Small Cap Growth AlphaDEX Fund 4.1 71 -31 -1.4 -9.6
PDP Invesco Dorsey Wright Momentum ETF 4.0 62 -22 2.0 -6.2
FNDB Schwab Fundamental US Broad Market Index ETF 4.0 25 15 7.2 -1.0
NUMG Nuveen ESG Mid-Cap Growth ETF 4.0 31 9 2.6 -5.6
FUNL CornerCap Fundametrics Large-Cap ETF 4.0 50 -10 7.2 -1.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.9 20 20 6.4 -1.8
GVLU Gotham 1000 Value ETF 3.9 50 -10 9.0 +0.8
DFUV Dimensional US Marketwide Value ETF 3.9 22 18 7.4 -0.8
DFLV Dimensional US Large Cap Value ETF 3.9 22 18 7.5 -0.7
LST Leuthold Select Industries ETF 3.8 91 -51 5.7 -2.5
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.8 70 -30 2.1 -6.1
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 3.8 20 20 8.3 +0.1
RAFE PIMCO RAFI ESG U.S. ETF 3.8 29 11 6.9 -1.3
SPGP Invesco S&P 500 GARP ETF 3.8 34 6 6.9 -1.3
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 3.8 55 -15 10.6 +2.4
DVLU First Trust Dorsey Wright Momentum & Value ETF 3.7 60 -20 6.2 -2.0
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 3.7 55 -15 4.3 -3.9
FESM Fidelity Enhanced Small Cap ETF 3.7 28 12 3.2 -5.0
TXS Texas Capital Texas Equity Index ETF 3.7 49 -9 6.1 -2.2
JVAL JPMorgan U.S. Value Factor ETF 3.7 12 28 7.8 -0.4
BGDV Bahl & Gaynor Dividend ETF 3.7 45 -5 4.7 -3.5
SSPY Syntax Stratified LargeCap ETF 3.7 30 10 6.8 -1.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.7 25 15 7.8 -0.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.7 18 22 7.9 -0.3
SHUS Syntax Stratified U.S. Total Market Hedged ETF 3.7 65 -25 6.4 -1.8
ISCG iShares Morningstar Small-Cap Growth ETF 3.6 6 34 2.9 -5.3
JPEF JPMorgan Equity Focus ETF 3.6 50 -10 4.4 -3.8
VLUE iShares MSCI USA Value Factor ETF 3.6 15 25 9.2 +1.0
SCDV Bahl & Gaynor Small Cap Dividend ETF 3.6 70 -30 5.0 -3.2
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 3.6 15 25 9.0 +0.8
WLDR Affinity World Leaders Equity ETF 3.6 67 -27 7.1 -1.1
ARKG ARK Genomic Revolution ETF 3.6 75 -35 0.0 -8.2
HTEC ROBO Global Healthcare Technology and Innovation ETF 3.6 68 -28 1.9 -6.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.6 35 5 5.4 -2.8
RAYD Rayliant Quantitative Developed Market Equity ETF 3.6 80 -40 4.5 -3.7
COWZ Pacer US Cash Cows 100 ETF 3.5 49 -9 8.5 +0.3
PRF Invesco FTSE RAFI US 1000 ETF 3.5 39 1 6.7 -1.5
FFSM Fidelity Fundamental Small-Mid Cap ETF 3.5 43 -3 6.1 -2.1
IJK iShares S&P Mid-Cap 400 Growth ETF 3.4 17 23 5.8 -2.4
MGV Vanguard Mega Cap Value ETF 3.4 7 33 6.5 -1.7
FAB First Trust Multi Cap Value AlphaDEX Fund 3.4 67 -27 10.0 +1.8
XMMO Invesco S&P MidCap Momentum ETF 3.4 34 6 4.3 -3.9
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 3.4 60 -20 4.8 -3.4
VLU State Street SPDR S&P 1500 Value Tilt ETF 3.4 12 28 7.3 -0.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 3.4 19 21 6.3 -1.9
HLGE Hartford Longevity Economy ETF 3.4 44 -4 6.4 -1.9
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 3.4 35 5 6.1 -2.2
XMHQ Invesco S&P MidCap Quality ETF 3.4 25 15 6.9 -1.3
VFVA Vanguard U.S. Value Factor ETF 3.4 13 27 10.6 +2.4
QUVU Hartford Quality Value ETF 3.4 46 -6 7.4 -0.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3.3 9 31 3.9 -4.3
FSST Fidelity Sustainable U.S. Equity ETF 3.3 59 -19 4.3 -3.9
CCFE Concourse Capital Focused Equity ETF 3.3 95 -55 2.5 -5.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.3 10 30 6.0 -2.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 3.3 39 1 4.9 -3.3
BUZZ VanEck Social Sentiment ETF 3.3 75 -35 -0.8 -9.0
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 3.3 15 25 5.8 -2.4
DEUS Xtrackers Russell US Multifactor ETF 3.2 17 23 7.0 -1.2
SPVM Invesco S&P 500 Value with Momentum ETF 3.2 39 1 7.6 -0.6
FSGS First Trust SMID Growth Strength ETF 3.2 60 -20 5.3 -3.0
EQIN Columbia US Equity Income ETF 3.2 35 5 7.0 -1.2
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 3.2 48 -8 9.0 +0.8
LGRO Level Four Large Cap Growth Active ETF 3.2 55 -15 4.1 -4.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.2 20 20 5.4 -2.8
CGDV Capital Group Dividend Value ETF 3.2 33 7 4.6 -3.6
RSSL Global X Russell 2000 ETF 3.2 8 32 3.5 -4.7
IWM iShares Russell 2000 ETF 3.1 19 21 3.5 -4.7
LFSC F/m Emerald Life Sciences Innovation ETF 3.1 79 -39 0.0 -8.2
FYX First Trust Small Cap Core AlphaDEX Fund 3.1 61 -21 5.7 -2.5
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.1 39 1 4.0 -4.2
DIVE Dana Concentrated Dividend ETF 3.1 65 -25 7.8 -0.4
FNX First Trust Mid Cap Core AlphaDEX Fund 3.1 60 -20 6.9 -1.3
VTWO Vanguard Russell 2000 ETF 3.1 7 33 3.6 -4.6
OPTZ Optimize Strategy Index ETF 3.1 50 -10 4.8 -3.4
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 3.1 49 -9 7.1 -1.2
ROUS Hartford Multifactor US Equity ETF 3.1 19 21 7.0 -1.2
EDOW First Trust Dow 30 Equal Weight ETF 3.0 50 -10 5.4 -2.8
VTV Vanguard Value ETF 3.0 4 36 6.9 -1.4
SFGV Sequoia Global Value ETF 3.0 23 17 8.3 +0.1
RNIN Bushido Capital US SMID Cap Equity ETF 3.0 70 -30 12.6 +4.4
DVND Touchstone Dividend Select ETF 3.0 67 -27 5.6 -2.6
MIDE Xtrackers S&P MidCap 400 ESG ETF 3.0 15 25 8.1 -0.2
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.0 35 5 7.4 -0.9
GSPY Gotham Enhanced 500 ETF 3.0 50 -10 5.1 -3.1
IWX iShares Russell Top 200 Value ETF 3.0 20 20 6.0 -2.2
BLCR iShares Large Cap Core Active ETF 2.9 36 4 3.7 -4.5
FEX First Trust Large Cap Core AlphaDEX Fund 2.9 59 -19 5.8 -2.4
BLCV iShares Large Cap Value Active ETF 2.9 53 -13 7.4 -0.8
NUSC Nuveen ESG Small-Cap ETF 2.9 31 9 5.2 -3.0
GLRY Inspire Faithward Mid Cap Momentum ETF 2.9 80 -40 6.1 -2.1
NUDV Nuveen ESG Dividend ETF 2.9 26 14 7.6 -0.6
FSMD Fidelity Small-Mid Multifactor ETF 2.9 15 25 7.0 -1.2
MODL VictoryShares WestEnd U.S. Sector ETF 2.9 42 -2 4.6 -3.6
FELV Fidelity Enhanced Large Cap Value ETF 2.9 18 22 6.8 -1.5
AFSM First Trust Active Factor Small Cap ETF 2.9 75 -35 7.5 -0.7
GVUS Marketbeta Russell 1000 Value Equity ETF 2.8 12 28 6.5 -1.7
PRAY FIS Christian Stock Fund 2.8 69 -29 5.1 -3.1
USSE Segall Bryant & Hamill Select Equity ETF 2.8 65 -25 4.1 -4.1
BMED Future Health ETF 2.8 85 -45 0.3 -8.0
USMF WisdomTree U.S. Multifactor Fund 2.8 28 12 7.4 -0.8
GNOM Global X Genomics & Biotechnology ETF 2.8 50 -10 -3.1 -11.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.8 29 11 7.9 -0.3
XJH iShares ESG Screened S&P Mid-Cap ETF 2.7 12 28 7.2 -1.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.7 15 25 7.3 -0.9
DIVB iShares Core Dividend ETF 2.7 5 35 8.2 -0.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.7 64 -24 1.2 -7.0
ABIG Argent Large Cap ETF 2.7 49 -9 5.2 -3.0
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.7 40 0 7.6 -0.6
AFLG First Trust Active Factor Large Cap ETF 2.7 55 -15 6.3 -1.9
NULV Nuveen ESG Large-Cap Value ETF 2.7 26 14 6.3 -1.9
SCHM Schwab U.S. Mid-Cap ETF 2.7 4 36 6.9 -1.3
VBK Vanguard Small-Cap Growth ETF 2.6 7 33 1.7 -6.5
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.6 17 23 6.0 -2.2
VYM Vanguard High Dividend Yield Index ETF 2.6 6 34 7.0 -1.2
EVUS iShares ESG Aware MSCI USA Value ETF 2.6 18 22 6.4 -1.8
VFMF Vanguard U.S. Multifactor ETF 2.6 18 22 7.8 -0.4
MCDS JPMorgan Fundamental Data Science Mid Core ETF 2.6 35 5 5.8 -2.4
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.6 35 5 7.4 -0.8
ROSC Hartford Multifactor Small Cap ETF 2.6 34 6 9.0 +0.8
VOOV Vanguard S&P 500 Value ETF 2.6 7 33 6.2 -2.0
LVDS JPMorgan Fundamental Data Science Large Value ETF 2.6 49 -9 6.2 -2.1
IVE iShares S&P 500 Value ETF 2.6 18 22 6.1 -2.1
FPX First Trust US Equity Opportunities ETF 2.6 61 -21 0.9 -7.3
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.6 4 36 6.3 -1.9
FVAL Fidelity Value Factor ETF 2.6 15 25 6.8 -1.4
SSPX Janus Henderson U.S. Sustainable Equity ETF 2.6 55 -15 4.5 -3.7
LRGC AB US Large Cap Strategic Equities ETF 2.6 48 -8 4.5 -3.8
FFLC Fidelity Fundamental Large Cap Core ETF 2.6 38 2 4.5 -3.7
SURE AdvisorShares Insiders Advantage ETF 2.6 90 -50 9.8 +1.6
FXG First Trust Consumer Staples AlphaDEX Fund 2.6 63 -23 8.9 +0.7
DGRO iShares Core Dividend Growth ETF 2.6 8 32 6.6 -1.6
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.6 30 10 8.2 +0.0
ZECP Zacks Earnings Consistent Portfolio ETF 2.6 55 -15 4.9 -3.3
ILCV iShares Morningstar Value ETF 2.5 4 36 6.3 -1.9
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.5 50 -10 4.1 -4.1
VONV Vanguard Russell 1000 Value ETF 2.5 7 33 6.5 -1.7
IWD iShares Russell 1000 Value ETF 2.5 19 21 6.4 -1.8
IUSV iShares Core S&P US Value ETF 2.5 4 36 6.4 -1.8
RSP Invesco S&P 500 Equal Weight ETF 2.5 20 20 6.8 -1.4
QUS State Street SPDR MSCI USA StrategicFactors ETF 2.5 15 25 5.7 -2.5
JPSV JPMorgan Active Small Cap Value ETF 2.5 74 -34 8.5 +0.3
FNK First Trust Mid Cap Value AlphaDEX Fund 2.5 70 -30 10.8 +2.6
XITK State Street SPDR FactSet Innovative Technology ETF 2.5 45 -5 0.9 -7.3
FFTY Innovator IBD 50 ETF 2.5 80 -40 -1.9 -10.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.5 50 -10 8.6 +0.4
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 2.5 20 20 6.8 -1.4
JHMM John Hancock Multifactor Mid Cap ETF 2.5 42 -2 6.3 -1.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.4 24 16 7.4 -0.8
MDY SPDR S&P Midcap 400 ETF Trust 2.4 24 16 7.1 -1.2
AFMC First Trust Active Factor Mid Cap ETF 2.4 65 -25 8.3 +0.1
IJH iShares Core S&P Mid-Cap ETF 2.4 5 35 7.2 -1.0
JHSC John Hancock Multifactor Small Cap ETF 2.4 42 -2 6.7 -1.5
CVY Invesco Zacks Multi-Asset Income ETF 2.4 106 -66 11.8 +3.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.4 4 36 5.9 -2.3
EZM WisdomTree U.S. MidCap Fund 2.4 38 2 8.7 +0.5
CFA VictoryShares US 500 Volatility Wtd ETF 2.4 35 5 6.1 -2.1
SMLF iShares U.S. SmallCap Equity Factor ETF 2.4 15 25 6.0 -2.3
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.4 40 0 6.1 -2.1
IJT iShares S&P Small-Cap 600 Growth ETF 2.4 18 22 5.4 -2.8
GRPM Invesco S&P MidCap 400 GARP ETF 2.4 35 5 7.9 -0.3
VFMO Vanguard U.S. Momentum Factor ETF 2.4 13 27 2.9 -5.3
NULC Nuveen ESG Large-Cap ETF 2.4 21 19 4.7 -3.5
FLQL Franklin LibertyQ U.S. Equity ETF 2.4 15 25 5.4 -2.9
SPDV AAM S&P 500 High Dividend Value ETF 2.4 29 11 12.0 +3.8
AVMC Avantis U.S. Mid Cap Equity ETF 2.4 18 22 6.9 -1.3
SFYX SoFi Next 500 ETF 2.3 0 40 5.9 -2.3
SFYF SoFi Social 50 ETF 2.3 29 11 1.0 -7.2
ISCB iShares Morningstar Small-Cap ETF 2.3 4 36 5.7 -2.5
DFAS Dimensional U.S. Small Cap ETF 2.3 26 14 6.6 -1.6
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.3 39 1 3.0 -5.2
IVOO Vanguard S&P Mid-Cap 400 ETF 2.3 7 33 7.3 -0.9
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 2.3 3 37 7.3 -0.9
FDL First Trust Morningstar Dividend Leaders Index Fund 2.3 45 -5 10.7 +2.5
FMDE Fidelity Enhanced Mid Cap ETF 2.3 23 17 6.0 -2.2
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 2.3 15 25 4.9 -3.3
ISMD Inspire Small/Mid Cap ETF 2.3 54 -14 5.3 -2.9
IJR iShares Core S&P Small Cap ETF 2.3 6 34 7.6 -0.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.3 29 11 6.4 -1.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.3 7 33 5.8 -2.4
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.3 15 25 5.4 -2.8
STXM Strive Mid-Cap ETF 2.3 18 22 6.4 -1.8
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.3 10 30 5.6 -2.6
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.3 95 -55 -0.4 -8.6
COPY Tweedy, Browne Insider + Value ETF 2.3 80 -40 11.7 +3.5
SCHA Schwab U.S. Small-Cap ETF 2.3 4 36 5.5 -2.7
DIVL Madison Dividend Value ETF 2.3 65 -25 5.5 -2.8
RNMC First Trust Mid Cap US Equity Select ETF 2.3 60 -20 7.1 -1.2
FSCS First Trust SMID Capital Strength ETF 2.2 60 -20 7.3 -0.9
CGUS Capital Group Core Equity ETF 2.2 33 7 4.4 -3.8
TMFX Motley Fool Next Index ETF 2.2 50 -10 3.1 -5.1
USMC Principal U.S. Mega-Cap ETF 2.2 12 28 4.5 -3.7
AKAF The Frontier Economic Fund 2.2 20 20 6.4 -1.8
VXF Vanguard Extended Market ETF 2.2 5 35 4.4 -3.8
VB Vanguard Small-Cap ETF 2.2 5 35 6.1 -2.1
STXK Strive Small-Cap ETF 2.2 18 22 6.0 -2.2
XMLV Invesco S&P MidCap Low Volatility ETF 2.2 25 15 7.5 -0.7
IJS iShares S&P Small-Cap 600 Value ETF 2.2 18 22 9.8 +1.6
FDRR Fidelity Dividend ETF for Rising Rates 2.2 15 25 6.8 -1.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.2 14 26 4.9 -3.4
AUSF Global X Adaptive U.S. Factor ETF 2.2 27 13 9.0 +0.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.2 52 -12 5.8 -2.5
SAGP Strategas Global Policy Opportunities ETF 2.2 65 -25 5.5 -2.7
SVAL iShares US Small Cap Value Factor ETF 2.2 20 20 8.8 +0.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.2 18 22 5.8 -2.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.2 9 31 6.2 -2.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.2 58 -18 5.7 -2.5
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 2.1 3 37 7.6 -0.6
BEEX BeeHive ETF 2.1 84 -44 4.3 -3.9
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.1 60 -20 6.5 -1.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.1 80 -40 7.6 -0.6
TBG TBG Dividend Focus ETF 2.1 59 -19 8.0 -0.2
WCEO Hypatia Women CEO ETF 2.1 85 -45 3.2 -5.0
XOEF iShares S&P 500 ex S&P 100 ETF 2.1 20 20 5.6 -2.6
XJR iShares ESG Screened S&P Small-Cap ETF 2.1 12 28 7.5 -0.7
AGNG Global X Aging Population ETF 2.1 50 -10 4.6 -3.6
HAPS Harbor Human Capital Factor US Small Cap ETF 2.1 60 -20 3.8 -4.4
VIOO Vanguard S&P Small-Cap 600 ETF 2.1 7 33 7.6 -0.7
SPIT F/m Emerald Special Situations ETF 2.1 105 -65 -0.9 -9.1
EQRR ProShares Equities for Rising Rates ETF 2.1 35 5 7.8 -0.4
WDNA WisdomTree BioRevolution Fund 2.1 45 -5 -1.9 -10.1
AVSC Avantis U.S Small Cap Equity ETF 2.1 25 15 5.1 -3.1
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.1 19 21 5.5 -2.7
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 15 6.2 -2.0
BDIV AAM Brentview Dividend Growth ETF 2.0 49 -9 4.3 -3.9
CSA VictoryShares US Small Cap Volatility Wtd ETF 2.0 35 5 7.5 -0.7
SPXT ProShares S&P 500 Ex-Technology ETF 2.0 9 31 5.6 -2.6
YLDE ClearBridge Dividend Strategy ESG ETF 2.0 60 -20 5.8 -2.5
SDOG ALPS Sector Dividend Dogs ETF 2.0 36 4 9.7 +1.5
SLYV State Street SPDR S&P 600 Small Cap Value ETF 2.0 15 25 9.8 +1.6
SIZE iShares MSCI USA Size Factor ETF 2.0 15 25 6.3 -1.9
EUSA iShares MSCI USA Equal Weighted ETF 2.0 9 31 6.3 -1.9
ALIL Argent Focused Small Cap ETF 2.0 74 -34 6.7 -1.5
TPSC Timothy Plan US Small Cap Core ETF 2.0 52 -12 7.1 -1.1
BKSE BNY Mellon US Small Cap Core Equity ETF 2.0 4 36 5.8 -2.4
WOMN Impact Shares YWCA Women's Empowerment ETF 2.0 75 -35 5.6 -2.6
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.0 10 30 9.7 +1.5
CGGR Capital Group Growth ETF 2.0 39 1 3.4 -4.8
REVS Columbia Research Enhanced Value ETF 2.0 19 21 7.7 -0.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.0 15 25 4.1 -4.1
GLBL Pacer MSCI World Industry Advantage ETF 1.9 65 -25 4.1 -4.1
WCLD WisdomTree Cloud Computing Fund 1.9 45 -5 1.7 -6.5
BFOR ALPS Barron's 400 ETF 1.9 65 -25 5.9 -2.3
QLC FlexShares US Quality Large Cap Index Fund 1.9 25 15 5.3 -3.0
FDMO Fidelity Momentum Factor ETF 1.9 15 25 3.6 -4.6
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.9 15 25 7.7 -0.6
PY Principal Value ETF 1.9 15 25 7.3 -0.9
SXQG ETC 6 Meridian Quality Growth ETF 1.9 100 -60 4.9 -3.3
RUNN Running Oak Efficient Growth ETF 1.9 58 -18 5.2 -3.0
VIG Vanguard Dividend Appreciation ETF 1.9 5 35 5.6 -2.7
JMOM JPMorgan U.S. Momentum Factor ETF 1.9 12 28 4.6 -3.6
RWK Invesco S&P MidCap 400 Revenue ETF 1.9 39 1 9.5 +1.3
XMAG Defiance Large Cap ex-Mag 7 ETF 1.9 35 5 5.2 -3.0
SGLC SGI U.S. Large Cap Core ETF 1.9 85 -45 4.1 -4.1
PRXV Praxis Impact Large Cap Value ETF 1.9 36 4 6.7 -1.5
JHML John Hancock Multifactor Large Cap ETF 1.9 29 11 5.3 -2.9
DGRW WisdomTree US Quality Dividend Growth Fund 1.9 28 12 5.6 -2.6
INCE Franklin Income Equity Focus ETF 1.9 29 11 5.9 -2.3
STXD Strive 1000 Dividend Growth ETF 1.9 35 5 5.0 -3.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.9 15 25 6.1 -2.1
VBR Vanguard Small Cap Value ETF 1.8 7 33 9.1 +0.9
BLLD JPMorgan Sustainable Infrastructure ETF 1.8 49 -9 5.9 -2.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.8 47 -7 5.9 -2.4
ONEY State Street SPDR Russell 1000 Yield Focus ETF 1.8 20 20 10.3 +2.1
EQAL Invesco Russell 1000 Equal Weight ETF 1.8 20 20 7.2 -1.0
GQQQ Astoria US Quality Growth Kings ETF 1.8 35 5 4.6 -3.7
HYP Golden Eagle Dynamic Hypergrowth ETF 1.8 85 -45 -1.2 -9.4
SNPE Xtrackers S&P 500 ESG ETF 1.8 10 30 5.0 -3.2
SMOT VanEck Morningstar SMID Moat ETF 1.8 49 -9 6.8 -1.5
ALTL Pacer Lunt Large Cap Alternator ETF 1.8 60 -20 4.9 -3.3
IMCV iShares Morningstar Mid-Cap Value ETF 1.8 6 34 8.2 +0.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.8 25 15 6.0 -2.2
DFSU Dimensional US Sustainability Core 1 ETF 1.8 18 22 5.3 -2.9
PTL Inspire 500 ETF 1.8 9 31 5.3 -2.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.7 39 1 9.8 +1.6
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.7 5 35 8.0 -0.2
PFM Invesco Dividend Achievers ETF 1.7 53 -13 5.3 -2.9
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.7 20 20 5.3 -2.9
BGIG Bahl & Gaynor Income Growth ETF 1.7 45 -5 5.2 -3.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.7 10 30 5.2 -3.0
FQAL Fidelity Quality Factor ETF 1.7 15 25 5.8 -2.4
FNDA Schwab Fundamental US Small Co. Index ETF 1.7 25 15 7.7 -0.5
QWLD SPDR MSCI World StrategicFactors ETF 1.7 30 10 5.8 -2.4
NUMV Nuveen ESG Mid-Cap Value ETF 1.7 31 9 6.9 -1.3
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.7 60 -20 4.2 -4.0
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.7 15 25 4.6 -3.6
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 1.7 7 33 11.1 +2.9
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.7 25 15 5.4 -2.8
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.7 15 25 4.9 -3.4
AVMV Avantis U.S. Mid Cap Value ETF 1.7 20 20 8.8 +0.6
USRD Themes US R&D Champions ETF 1.6 29 11 4.6 -3.6
COWS Amplify Cash Flow Dividend Leaders ETF 1.6 0 40 12.1 +3.9
ESGV Vanguard ESG U.S. Stock ETF 1.6 9 31 4.8 -3.4
DSPY Tema S&P 500 Historical Weight ETF 1.6 18 22 5.1 -3.1
TMAT Main Thematic Innovation ETF 1.6 164 -124 -1.5 -9.7
CGGO Capital Group Global Growth Equity ETF 1.6 47 -7 4.4 -3.8
DIVG Invesco S&P 500 High Dividend Growers ETF 1.6 39 1 8.6 +0.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.6 11 29 4.9 -3.3
TAX Cambria Tax Aware ETF 1.6 49 -9 6.0 -2.2
VOE Vanguard Mid-Cap Value ETF 1.6 7 33 7.8 -0.4
SCHV Schwab U.S. Large-Cap Value ETF 1.6 4 36 6.7 -1.5
IWS iShares Russell Mid-Cap Value ETF 1.6 23 17 7.2 -1.0
ACWV iShares MSCI Global Min Vol Factor ETF 1.6 20 20 5.7 -2.5
MBOX Freedom Day Dividend ETF 1.6 39 1 7.8 -0.4
JGRW Jensen Quality Growth ETF 1.6 57 -17 4.7 -3.5
FELC Fidelity Enhanced Large Cap Core ETF 1.6 18 22 5.3 -2.9
IWR iShares Russell Midcap ETF 1.6 19 21 6.2 -2.0
SPXN ProShares S&P 500 Ex-Financials ETF 1.6 9 31 4.9 -3.3
EES WisdomTree U.S. SmallCap Fund 1.6 38 2 8.6 +0.4
SHRY First Trust Bloomberg Shareholder Yield ETF 1.6 60 -20 10.7 +2.5
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.6 60 -20 -0.9 -9.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.6 7 33 4.8 -3.4
NACP Impact Shares NAACP Minority Empowerment ETF 1.5 49 -9 4.7 -3.5
BKLC BNY Mellon US Large Cap Core Equity ETF 1.5 0 40 4.9 -3.3
VOTE TCW Transform 500 ETF 1.5 5 35 4.9 -3.3
DFAT Dimensional U.S. Targeted Value ETF 1.5 28 12 10.0 +1.8
TOPC iShares S&P 500 3% Capped ETF 1.5 15 25 5.1 -3.2
KOCG FIS Knights of Columbus Global Belief ETF 1.5 75 -35 4.9 -3.3
ACVF American Conservative Values ETF 1.5 75 -35 4.3 -3.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.5 2 38 4.9 -3.3
SQLV Royce Quant Small-Cap Quality Value ETF 1.5 60 -20 9.5 +1.3
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.5 65 -25 3.8 -4.4
GDIV Harbor Dividend Growth Leaders ETF 1.5 50 -10 5.2 -3.0
LRGE ClearBridge Large Cap Growth ESG ETF 1.5 59 -19 4.2 -4.0
FDWM Fidelity Women's Leadership ETF 1.5 59 -19 4.9 -3.3
BIBL Inspire 100 ETF 1.5 35 5 5.1 -3.1
QVML Invesco S&P 500 QVM Multi-factor ETF 1.5 11 29 5.1 -3.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.5 20 20 5.1 -3.2
CATH Global X S&P 500 Catholic Values Custom ETF 1.5 29 11 4.6 -3.6
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.5 49 -9 4.9 -3.3
WDIV SPDR S&P Global Dividend ETF 1.5 40 0 9.0 +0.8
DXUV Dimensional US Vector Equity ETF 1.5 28 12 6.1 -2.2
DFAC Dimensional U.S. Core Equity 2 ETF 1.5 17 23 5.5 -2.7
DFVX Dimensional US Large Cap Vector ETF 1.5 22 18 6.3 -1.9
IWP iShares Russell Mid-Cap Growth ETF 1.5 23 17 3.3 -4.9
DVY iShares Select Dividend ETF 1.5 38 2 9.2 +1.0
EPS WisdomTree U.S. LargeCap Fund 1.5 8 32 5.7 -2.5
FDN First Trust Dow Jones Internet Index Fund 1.5 52 -12 3.0 -5.2
SFTY Horizon Managed Risk ETF 1.5 77 -37 4.1 -4.1
EBI Longview Advantage ETF 1.5 35 5 6.7 -1.5
VSLU Applied Finance Valuation Large Cap ETF 1.5 49 -9 5.9 -2.3
STOX Horizon Core Equity ETF 1.5 70 -30 4.2 -4.0
FDND FT Vest Dow Jones Internet & Target Income ETF 1.4 75 -35 2.8 -5.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.4 32 8 5.0 -3.2
SIXS ETC 6 Meridian Small Cap Equity ETF 1.4 89 -49 9.9 +1.7
TOLL Tema Durable Quality ETF 1.4 75 -35 5.1 -3.1
PBUS Invesco MSCI USA ETF 1.4 4 36 4.9 -3.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.4 75 -35 4.0 -4.2
PWB Invesco Large Cap Growth ETF 1.4 56 -16 2.6 -5.6
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.4 60 -20 7.1 -1.1
VTI Vanguard Total Stock Market ETF 1.4 3 37 4.8 -3.4
USMV iShares MSCI USA Min Vol Factor ETF 1.4 15 25 5.8 -2.4
XVV iShares ESG Screened S&P 500 ETF 1.4 8 32 4.8 -3.4
VTHR Vanguard Russell 3000 ETF 1.4 7 33 4.8 -3.4
IWV iShares Russell 3000 ETF 1.4 20 20 4.7 -3.5
RFFC ALPS Active Equity Opportunity ETF 1.4 48 -8 4.5 -3.7
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.4 3 37 4.8 -3.4
DFNV Donoghue Forlines Innovation ETF 1.4 69 -29 4.5 -3.7
FFND Future Fund Active ETF 1.4 100 -60 3.8 -4.4
TIME Clockwise Core Equity & Innovation ETF 1.4 95 -55 3.9 -4.3
SPXE ProShares S&P 500 Ex-Energy ETF 1.4 9 31 4.8 -3.4
DON WisdomTree U.S. MidCap Dividend Fund 1.4 38 2 9.2 +1.0
DFUS Dimensional U.S. Equity ETF 1.4 9 31 4.8 -3.4
FINX Global X FinTech ETF 1.4 68 -28 3.0 -5.2
TMFM Motley Fool Mid-Cap Growth ETF 1.4 85 -45 3.0 -5.2
TMFS Motley Fool Small-Cap Growth ETF 1.4 85 -45 2.7 -5.5
SCHB Schwab U.S. Broad Market ETF 1.4 3 37 4.9 -3.3
IYY iShares Dow Jones U.S. ETF 1.4 20 20 4.7 -3.5
VO Vanguard Mid-Cap ETF 1.4 4 36 6.0 -2.2
VALQ American Century U.S. Quality Value ETF 1.4 29 11 8.0 -0.3
DFAU Dimensional US Core Equity Market ETF 1.4 12 28 5.0 -3.2
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.3 20 20 3.0 -5.2
IBUY Amplify Online Retail ETF 1.3 65 -25 1.7 -6.5
THNR Amplify Weight Loss Drug & Treatment ETF 1.3 59 -19 7.2 -1.1
APUE ActivePassive U.S. Equity ETF 1.3 45 -5 4.6 -3.6
SCHK Schwab 1000 Index ETF 1.3 5 35 4.9 -3.3
SPXM Azoria 500 Meritocracy ETF 1.3 47 -7 4.5 -3.7
GURU Global X Guru Index ETF 1.3 75 -35 2.7 -5.5
FYT First Trust Small Cap Value AlphaDEX Fund 1.3 73 -33 11.8 +3.6
SCHG Schwab U.S. Large-Cap Growth ETF 1.3 4 36 3.8 -4.4
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.3 3 37 5.1 -3.2
RAUS RACWI US ETF 1.3 15 25 4.9 -3.3
LGCF Themes US Cash Flow Champions ETF 1.3 30 10 8.2 -0.1
VONE Vanguard Russell 1000 ETF 1.3 7 33 4.9 -3.3
LRGF iShares U.S. Equity Factor ETF 1.3 8 32 5.5 -2.8
SCHX Schwab U.S. Large-Cap ETF 1.3 3 37 4.9 -3.3
IWB iShares Russell 1000 ETF 1.3 15 25 4.8 -3.4
IMCB iShares Morningstar Mid-Cap ETF 1.3 4 36 6.3 -1.9
IJJ iShares S&P Mid-Cap 400 Value ETF 1.3 18 22 8.7 +0.5
VV Vanguard Large-Cap ETF 1.3 4 36 4.8 -3.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.3 10 30 5.0 -3.2
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.3 20 20 4.6 -3.6
DCOR Dimensional US Core Equity 1 ETF 1.3 14 26 5.4 -2.9
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.3 30 10 4.7 -3.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.3 9 31 5.3 -2.9
MGC Vanguard Mega Cap ETF 1.3 7 33 4.6 -3.6
GXLC Global X U.S. 500 ETF 1.3 2 38 4.8 -3.4
SCDS JPMorgan Fundamental Data Science Small Core ETF 1.3 40 0 4.7 -3.5
ILCB iShares Morningstar U.S. Equity ETF 1.3 3 37 4.8 -3.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 1.3 15 25 6.7 -1.6
VOO Vanguard S&P 500 ETF 1.3 3 37 4.9 -3.3
DRUP GraniteShares Nasdaq Select Disruptors ETF 1.3 60 -20 4.2 -4.0
IVV iShares Core S&P 500 ETF 1.3 3 37 4.9 -3.3
SPYM State Street SPDR Portfolio S&P 500 ETF 1.3 2 38 4.9 -3.3
SPY SPDR S&P 500 ETF 1.3 9 31 4.8 -3.4
SUSA iShares MSCI USA ESG Select ETF 1.3 25 15 4.6 -3.6
DGT State Street SPDR Global Dow ETF 1.3 50 -10 6.6 -1.6
TOV JLens 500 Jewish Advocacy U.S. ETF 1.2 18 22 4.6 -3.6
KLMN Invesco MSCI North America Climate ETF 1.2 9 31 5.0 -3.2
RJDI RJ Eagle GCM Dividend Select Income ETF 1.2 55 -15 5.4 -2.8
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 1.2 15 25 8.7 +0.5
THRO iShares U.S. Thematic Rotation Active ETF 1.2 90 -50 3.8 -4.4
STRV Strive 500 ETF 1.2 5 35 4.8 -3.5
IWL iShares Russell Top 200 ETF 1.2 15 25 4.5 -3.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.2 10 30 8.8 +0.6
AVSU Avantis Responsible U.S. Equity ETF 1.2 15 25 5.8 -2.4
ESGU iShares ESG Aware MSCI USA ETF 1.2 15 25 4.8 -3.4
RECS Columbia Research Enhanced Core ETF 1.2 15 25 5.8 -2.5
NIXT Research Affiliates Deletions ETF 1.2 9 31 8.1 -0.1
KOKU Xtrackers MSCI Kokusai Equity ETF 1.2 9 31 5.1 -3.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.2 9 31 4.8 -3.4
IWN iShares Russell 2000 Value ETF 1.2 24 16 6.3 -1.9
CHGX AXS Change Finance ESG ETF 1.2 49 -9 5.2 -3.0
VTWV Vanguard Russell 2000 Value ETF 1.2 10 30 6.4 -1.8
DSI iShares MSCI KLD 400 Social ETF 1.1 25 15 4.9 -3.3
XMVM Invesco S&P MidCap Value with Momentum ETF 1.1 39 1 9.5 +1.3
DFSV Dimensional US Small Cap Value ETF 1.1 31 9 10.4 +2.2
RVRB Reverb ETF 1.1 30 10 4.5 -3.7
INRO iShares U.S. Industry Rotation Active ETF 1.1 42 -2 4.6 -3.6
NANC Unusual Whales Subversive Democratic Trading ETF 1.1 75 -35 3.5 -4.7
ANEW ProShares MSCI Transformational Changes ETF 1.1 45 -5 5.3 -2.9
RDVY First Trust Rising Dividend Achievers ETF 1.1 50 -10 6.3 -1.9
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.1 8 32 4.9 -3.3
DTD WisdomTree U.S. Total Dividend Fund 1.1 28 12 6.4 -1.9
QUAL iShares MSCI USA Quality Factor ETF 1.1 15 25 5.2 -3.0
SUSL iShares ESG MSCI USA Leaders ETF 1.1 10 30 4.9 -3.3
BSVO EA Bridgeway Omni Small-Cap Value ETF 1.1 47 -7 9.0 +0.8
USXF iShares ESG Advanced MSCI USA ETF 1.1 10 30 4.7 -3.5
GINX SGI Enhanced Global Income ETF 1.1 98 -58 8.0 -0.2
DLN WisdomTree U.S. LargeCap Dividend Fund 1.1 28 12 6.0 -2.2
JSML Janus Henderson Small Cap Growth Alpha ETF 1.1 30 10 8.1 -0.1
SFY SoFi Select 500 ETF 1.1 0 40 4.4 -3.8
HGRO Hedgeye Quality Growth ETF 1.0 70 -30 3.6 -4.6
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 1.0 12 28 7.5 -0.7
FTC First Trust Large Cap Growth AlphaDEX Fund 1.0 59 -19 2.0 -6.2
LOWV AB US Low Volatility Equity ETF 1.0 48 -8 5.4 -2.8
KNO AXS Knowledge Leaders ETF 1.0 78 -38 5.6 -2.6
RJMG FT Raymond James Multicap Growth Equity ETF 1.0 85 -45 3.0 -5.2
DTEC ALPS Disruptive Technologies ETF 1.0 50 -10 3.7 -4.5
SMDV ProShares Russell 2000 Dividend Growers ETF 1.0 40 0 7.7 -0.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.0 7 33 5.1 -3.1
MDCP VictoryShares THB Mid Cap ESG ETF 1.0 55 -15 5.9 -2.3
KONG Formidable Fortress ETF 1.0 89 -49 5.9 -2.3
VOT Vanguard Mid-Cap Growth ETF 1.0 7 33 3.5 -4.7
ROE Astoria US Quality Kings ETF 1.0 49 -9 6.9 -1.3
VFQY Vanguard U.S. Quality Factor ETF 1.0 13 27 6.2 -2.0
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.0 25 15 4.9 -3.3
TOK iShares MSCI Kokusai ETF 1.0 26 14 4.9 -3.3
ISCV iShares Morningstar Small Cap Value ETF 1.0 6 34 8.5 +0.3
GINN Goldman Sachs Innovate Equity ETF 1.0 52 -12 3.6 -4.6
BKWO BNY Mellon Women's Opportunities ETF 1.0 50 -10 3.9 -4.3
TMFC Motley Fool 100 Index ETF 1.0 50 -10 3.5 -4.7
CALF Pacer US Small Cap Cash Cows 100 ETF 1.0 59 -19 10.4 +2.2
XSHQ Invesco S&P SmallCap Quality ETF 1.0 29 11 7.9 -0.3
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 1.0 12 28 8.1 -0.1
JGLO JPMorgan Global Select Equity ETF 1.0 33 7 5.0 -3.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 0.9 25 15 5.7 -2.5
SPLV Invesco S&P 500 Low Volatility ETF 0.9 25 15 5.7 -2.5
AIEQ AI Powered Equity ETF 0.9 75 -35 4.7 -3.5
SMAP Amplify Small-Mid Cap Equity ETF 0.9 60 -20 5.6 -2.7
JSTC Adasina Social Justice All Cap Global ETF 0.9 89 -49 4.8 -3.4
CHRI Global X S&P 500 Christian Values ETF 0.9 29 11 4.6 -3.6
KRMA Global X Conscious Companies ETF 0.9 43 -3 6.0 -2.2
OEF iShares S&P 100 ETF 0.9 20 20 4.4 -3.8
JEPI JPMorgan Equity Premium Income ETF 0.9 35 5 5.8 -2.4
URTH iShares MSCI World ETF 0.9 24 16 4.9 -3.3
XLG Invesco S&P 500 Top 50 ETF 0.9 20 20 4.1 -4.1
AGRW Allspring LT Large Growth ETF 0.9 35 5 3.6 -4.6
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.9 35 5 3.7 -4.5
OEI Optimized Equity Income ETF 0.9 75 -35 3.9 -4.4
QTUM Defiance Quantum ETF 0.9 40 0 4.9 -3.3
RSMC Rockefeller U.S. Small-Mid Cap ETF 0.9 75 -35 4.7 -3.5
HDUS Hartford Disciplined US Equity ETF 0.9 19 21 5.7 -2.5
HUSV First Trust Horizon Managed Volatility Domestic ETF 0.9 70 -30 5.1 -3.1
CGDG Capital Group Dividend Growers ETF 0.9 47 -7 6.0 -2.2
VFMV Vanguard U.S. Minimum Volatility ETF 0.9 13 27 6.0 -2.2
ADME Aptus Drawdown Managed Equity ETF 0.9 79 -39 3.9 -4.3
FLRG Fidelity U.S. Multifactor ETF 0.9 15 25 7.0 -1.2
AVUS Avantis U.S. Equity ETF 0.9 15 25 5.7 -2.5
SMMD iShares Russell 2500 ETF 0.9 15 25 6.7 -1.5
BLES Inspire Global Hope ETF 0.9 61 -21 6.8 -1.4
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 0.9 38 2 7.8 -0.4
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 0.9 35 5 7.9 -0.3
KLMT Invesco MSCI Global Climate 500 ETF 0.9 10 30 5.6 -2.6
CANC Tema Oncology ETF 0.9 75 -35 -2.4 -10.6
VT Vanguard Total World Stock ETF 0.9 6 34 5.7 -2.5
FDVV Fidelity High Dividend ETF 0.9 15 25 7.6 -0.6
OALC OneAscent Large Cap Core ETF 0.8 86 -46 4.1 -4.1
ACWI iShares MSCI ACWI ETF 0.8 32 8 5.3 -2.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.8 9 31 5.5 -2.7
IMCG iShares Morningstar Mid-Cap Growth ETF 0.8 6 34 4.2 -4.0
FVD First Trust Value Line Dividend Index Fund 0.8 65 -25 6.3 -1.9
FDLO Fidelity Low Volatility Factor ETF 0.8 15 25 5.5 -2.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.8 20 20 5.4 -2.9
IBBQ Invesco Nasdaq Biotechnology ETF 0.8 19 21 0.1 -8.1
QGRO American Century U.S. Quality Growth ETF 0.8 29 11 3.9 -4.4
ABFL Abacus FCF Leaders ETF 0.8 59 -19 4.9 -3.3
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.7 59 -19 10.1 +1.9
GOP Unusual Whales Subversive Republican Trading ETF 0.7 50 -10 5.4 -2.9
OGIG ALPS O'Shares Global Internet Giants ETF 0.7 48 -8 2.2 -6.0
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 0.7 12 28 6.1 -2.1
XSLV Invesco S&P SmallCap Low Volatility ETF 0.7 25 15 8.6 +0.4
BUL Pacer US Cash Cows Growth ETF 0.7 60 -20 5.1 -3.1
BRIF FIS Bright Portfolios Focused Equity ETF 0.7 65 -25 4.7 -3.5
DES WisdomTree U.S. SmallCap Dividend Fund 0.7 38 2 9.2 +1.0
MAGA Point Bridge America First ETF 0.7 72 -32 6.3 -1.9
FLV American Century Focused Large Cap Value ETF 0.7 42 -2 6.8 -1.4
XDAT Franklin Exponential Data ETF 0.7 50 -10 2.4 -5.9
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.7 35 5 7.4 -0.8
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.7 48 -8 6.3 -1.9
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.7 56 -16 6.2 -2.0
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.7 79 -39 5.8 -2.4
QLV FlexShares US Quality Low Volatility Index Fund 0.7 22 18 5.8 -2.4
CZA Invesco Zacks Mid-Cap ETF 0.6 72 -32 7.5 -0.7
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.6 12 28 3.9 -4.3
FTXH First Trust Nasdaq Pharmaceuticals ETF 0.6 60 -20 8.3 +0.1
IWC iShares Micro-Cap ETF 0.6 60 -20 -1.3 -9.5
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.6 29 11 4.7 -3.5
ABLS Abacus FCF Small Cap Leaders ETF 0.6 59 -19 5.2 -3.0
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.6 60 -20 10.1 +1.9
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.6 35 5 9.9 +1.7
ETHO Etho Climate Leadership U.S. ETF 0.6 47 -7 5.3 -2.9
QGRW WisdomTree U.S. Quality Growth Fund 0.6 28 12 4.2 -4.0
JHDV John Hancock U.S. High Dividend ETF 0.6 34 6 6.7 -1.5
ARKK ARK Innovation ETF 0.6 75 -35 -2.6 -10.8
SKYY First Trust Cloud Computing ETF 0.5 60 -20 3.0 -5.2
GLOF iShares Global Equity Factor ETF 0.5 20 20 6.6 -1.6
TEXN iShares Texas Equity ETF 0.5 20 20 6.2 -2.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.5 12 28 4.6 -3.6
MILN Global X Millennial Consumer ETF 0.5 50 -10 4.2 -4.0
RPG Invesco S&P 500 Pure Growth ETF 0.5 35 5 3.5 -4.7
CRTC Xtrackers US National Critical Technologies ETF 0.5 35 5 4.8 -3.4
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.5 59 -19 6.4 -1.8
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.5 60 -20 5.3 -2.9
EGUS iShares ESG Aware MSCI USA Growth ETF 0.4 18 22 3.7 -4.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.4 12 28 4.9 -3.3
GEW Cambria Global EW ETF 0.4 29 11 5.9 -2.3
AVUQ Avantis U.S. Quality ETF 0.4 15 25 4.4 -3.8
FELG Fidelity Enhanced Large Cap Growth ETF 0.4 18 22 4.8 -3.5
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.4 49 -9 11.2 +3.0
USCF Themes US Cash Flow Champions ETF 0.4 29 11 8.5 +0.3
ESGG FlexShares STOXX Global ESG Select Index Fund 0.4 42 -2 5.3 -2.9
AOTG AOT Growth and Innovation ETF 0.4 75 -35 2.0 -6.3
JQUA JPMorgan U.S. Quality Factor ETF 0.4 12 28 5.9 -2.3
QDEF FlexShares Quality Dividend Defensive Index Fund 0.4 37 3 6.2 -2.0
WISE Themes Generative Artificial Intelligence ETF 0.4 35 5 -0.4 -8.6
CZAR Themes Natural Monopoly ETF 0.4 35 5 5.6 -2.6
RNSC Furst Trust Small Cap US Equity Select ETF 0.3 60 -20 5.1 -3.1
XSMO Invesco S&P SmallCap Momentum ETF 0.3 39 1 4.5 -3.7
VAMO Cambria Value & Momentum ETF 0.3 61 -21 6.3 -1.9
DSMC Distillate Small/Mid Cash Flow ETF 0.3 55 -15 13.0 +4.8
IUSG iShares Core S&P U.S. Growth ETF 0.3 4 36 4.1 -4.1
YOKE Yoke Core ETF 0.3 42 -2 5.0 -3.2
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 19 3.7 -4.5
GQI Natixis Gateway Quality Income ETF 0.3 34 6 5.1 -3.1
PPTY US Diversified Real Estate ETF 0.3 53 -13 8.7 +0.5
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.3 38 2 10.0 +1.8
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.3 30 10 17.3 +9.1
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.3 36 4 10.6 +2.4
FBCG Fidelity Blue Chip Growth ETF 0.3 59 -19 2.8 -5.4
XT iShares Exponential Technologies ETF 0.3 46 -6 4.5 -3.7
ARVR First Trust Indxx Metaverse ETF 0.2 70 -30 3.9 -4.3
VONG Vanguard Russell 1000 Growth ETF 0.2 7 33 4.5 -3.8
IWF iShares Russell 1000 Growth ETF 0.2 19 21 4.1 -4.1
QDF FlexShares Quality Dividend Index Fund 0.2 37 3 6.3 -1.9
NULG Nuveen ESG Large-Cap Growth ETF 0.2 26 14 3.4 -4.8
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 25 7.8 -0.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.2 30 10 4.4 -3.8
IBB iShares Biotechnology ETF 0.2 45 -5 -0.3 -8.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.2 10 30 4.1 -4.1
LRNZ TrueShares Technology, AI & Deep Learning ETF 0.2 69 -29 -0.8 -9.0
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.2 45 -5 2.5 -5.7
VOOG Vanguard S&P 500 Growth ETF 0.2 7 33 4.1 -4.1
IVW iShares S&P 500 Growth ETF 0.2 18 22 3.9 -4.3
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.2 4 36 4.0 -4.2
IGPT Invesco AI and Next Gen Software ETF 0.2 60 -20 4.3 -3.9
PRXG Praxis Impact Large Cap Growth ETF 0.2 36 4 3.6 -4.6
STXG Strive 1000 Growth ETF 0.2 18 22 3.8 -4.4
ILCG iShares Morningstar Growth ETF 0.1 4 36 3.7 -4.5
DEEP Roundhill Acquirers Deep Value ETF 0.1 80 -40 19.8 +11.6
VUG Vanguard Growth ETF 0.1 4 36 4.2 -4.0
TTAC FCF US Quality ETF 0.1 59 -19 6.2 -2.0
VUSE Vident U.S. Equity Strategy ETF 0.1 50 -10 4.3 -3.9
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 15 9.7 +1.5
DAK Dakota Active Equity ETF 0.1 43 -3 4.5 -3.7
DUHP Dimensional US High Profitability ETF 0.1 21 19 6.3 -1.9
QQQS Invesco NASDAQ Future Gen 200 ETF 0.1 20 20 -4.4 -12.6
ISRA VanEck Israel ETF 0.1 59 -19 6.9 -1.3
DIVN Horizon Dividend Income ETF 0.1 70 -30 7.8 -0.4
CLOU Global X Cloud Computing ETF 0.1 68 -28 2.8 -5.4
SBIO ALPS Medical Breakthroughs ETF 0.1 50 -10 0.0 -8.2
IWY iShares Russell Top 200 Growth ETF 0.1 20 20 4.2 -4.0
HLAL Wahed FTSE USA Shariah ETF 0.1 50 -10 4.6 -3.6
ACTV LeaderShares Activist Leaders ETF 0.1 75 -35 5.5 -2.7
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.1 10 30 4.2 -4.0
IEDI iShares U.S. Consumer Focused ETF 0.1 18 22 5.8 -2.4
HAPI Harbor Human Capital Factor US Large Cap ETF 0.1 36 4 5.0 -3.3
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.1 45 -5 4.4 -3.8
SPMV Invesco S&P 500 Minimum Variance ETF 0.1 10 30 5.7 -2.5
LVOL American Century Low Volatility ETF 0.1 29 11 5.1 -3.1
SNPG Xtrackers S&P 500 Growth ESG ETF 0.1 15 25 4.6 -3.6
PNQI Invesco NASDAQ Internet ETF 0.0 60 -20 3.7 -4.5

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

SPECULATIVE
Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 15.1 %
Divided by: Fwd. P/BV 1.8 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 8.2 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.57 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.