iShares U.S. Healthcare Providers ETF
ALTAR
Score™		 6.6% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 19.9x P/Sales
ratio		 0.6x
P/BV
ratio		 2.3x 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) $1,310
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 60
Wgt avg mkt cap (mns) $99,906
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 20.1 %
CVS CAREMARK CORP 13.3 %
ELEVANCE HEALTH INC 7.2 %
VEEVA SYSTEMS INC-CLASS A 5.9 %
HUMANA INC 4.5 %
HCA HOLDINGS INC 4.5 %
CENTENE CORP 4.2 %
CIGNA CORPORATION 3.9 %
LABCORP HOLDINGS 3.8 %
QUEST DIAGNOSTICS 3.8 %
Total 71.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 98.7 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
18.8% 21.4% 2.1% 9.9% 9.8%

Market Correlations
versus... Beta R-squared
S&P500 0.38 6%
MSCI EAFE 0.20 2%
MSCI Emg. Mkts. 0.04 0%

Technical Indicators
Recent close $56.69
30d moving avg. $56.85
Annualized volatility 19.7%
Short interest (ETF) 2.3%
Short interest (Underlying) 2.5%
Relative strength (RSI) 59

Liquidity measures
Avg. volume (thou.) 529
Turnover 2.3%
Bid/Ask (% of price) 0.04%
ADV underlying (mns) $5,514

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 696 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™: 6.6%


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
(%)
FXH First Trust Health Care AlphaDEX Fund 21.5 62 -22 4.3 -2.3
RSPH Invesco S&P 500 Equal Weight Health Care ETF 20.2 40 0 6.7 +0.0
FHLC Fidelity MSCI Health Care Index ETF 15.9 8 32 5.1 -1.6
VHT Vanguard Health Care ETF 14.8 9 31 4.9 -1.8
PINK Simplify Health Care ETF 14.8 50 -10 0.9 -5.8
XLV Health Care Select Sector SPDR 14.5 8 32 6.3 -0.3
HART IQ Healthy Hearts ETF 14.5 45 -5 6.0 -0.6
IYH iShares U.S. Healthcare ETF 13.2 40 0 5.5 -1.1
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 13.0 65 -25 0.4 -6.2
RWL Invesco S&P 500 Revenue ETF 12.1 39 1 5.6 -1.0
SRHQ SRH U.S. Quality ETF 11.5 35 5 5.9 -0.7
DUSA Davis Select U.S. Equity ETF 11.3 61 -21 6.9 +0.3
RPV Invesco S&P 500 Pure Value ETF 11.1 35 5 8.4 +1.8
LVDS JPMorgan Fundamental Data Science Large Value ETF 10.6 49 -9 4.7 -1.9
IXJ iShares Global Healthcare ETF 10.4 42 -2 6.2 -0.4
VFLO VictoryShares Free Cash Flow ETF 10.3 39 1 6.4 -0.3
DVLU First Trust Dorsey Wright Momentum & Value ETF 10.1 60 -20 6.2 -0.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 10.0 60 -20 6.2 -0.4
HEAL Global X HealthTech ETF 9.9 50 -10 -1.4 -8.0
BUL Pacer US Cash Cows Growth ETF 9.4 60 -20 3.4 -3.3
PWV Invesco Large Cap Value ETF 9.3 55 -15 5.8 -0.8
PSCH Invesco S&P SmallCap Health Care ETF 8.9 29 11 2.1 -4.6
SMRI Bushido Capital US Equity ETF 8.6 71 -31 6.7 +0.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 8.5 65 -25 4.7 -1.9
PTH Invesco Dorsey Wright Healthcare Momentum ETF 8.4 60 -20 -1.3 -7.9
FDHT Fidelity Digital Health ETF 8.3 39 1 1.8 -4.9
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 8.1 35 5 5.9 -0.7
QLTY GMO U.S. Quality ETF 8.1 50 -10 3.9 -2.7
QVAL Alpha Architect US Quantitative Value ETF 8.0 39 1 8.9 +2.3
CSTK Invesco Comstock Contrarian Equity ETF 7.9 35 5 5.7 -0.9
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 7.8 65 -25 3.7 -3.0
ECML Euclidean Fundamental Value ETF 7.7 95 -55 8.5 +1.8
FMED Fidelity Disruptive Medicine ETF 7.7 50 -10 -1.1 -7.7
DJD Invesco Dow Jones Industrial Average Dividend ETF 7.6 7 33 6.5 -0.1
RAFE PIMCO RAFI ESG U.S. ETF 7.4 29 11 5.9 -0.7
MFVL Motley Fool Value Factor ETF 7.2 50 -10 5.5 -1.1
DBSC Deepwater Beachfront Small Cap ETF 7.1 85 -45 1.2 -5.4
FLDZ RiverNorth Patriot ETF 7.1 75 -35 6.2 -0.4
FMTM MarketDesk Focused U.S. Momentum ETF 6.3 45 -5 5.1 -1.5
CVAR Cultivar ETF 6.1 87 -47 6.8 +0.1
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 6.0 60 -20 4.7 -1.9
EQIN Columbia US Equity Income ETF 5.9 35 5 6.0 -0.6
AVIE Avantis  Inflation Focused Equity ETF 5.8 25 15 5.7 -0.9
HRTS Tema Heart & Health ETF 5.8 75 -35 2.8 -3.8
GDOC Goldman Sachs Future Health Care Equity ETF 5.8 75 -35 0.9 -5.8
DWLD Davis Select Worldwide ETF 5.7 63 -23 7.0 +0.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 5.6 20 20 5.6 -1.0
FFOX FundX Future Fund Opportunities ETF 5.5 100 -60 2.7 -4.0
FSGS First Trust SMID Growth Strength ETF 5.4 60 -20 4.8 -1.8
PKW Invesco Buyback Achievers ETF 5.4 62 -22 6.9 +0.3
QMOM Alpha Architect U.S. Quantitative Momentum ETF 5.3 39 1 1.3 -5.4
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 5.3 29 11 7.4 +0.8
SHRY First Trust Bloomberg Shareholder Yield ETF 5.3 60 -20 8.4 +1.8
GKAT Scharf Global Opportunity ETF 5.3 57 -17 5.8 -0.8
PSC Principal U.S. Small-Cap ETF 5.3 38 2 3.6 -3.0
SAGP Strategas Global Policy Opportunities ETF 5.3 65 -25 4.9 -1.7
CZA Invesco Zacks Mid-Cap ETF 5.3 72 -32 5.9 -0.8
DSTL Distillate US Fundamental Stability & Value ETF 5.2 39 1 7.3 +0.7
SIXL ETC 6 Meridian Low Beta Equity ETF 5.2 80 -40 6.0 -0.7
LFSC F/m Emerald Life Sciences Innovation ETF 5.1 79 -39 0.0 -6.6
DIVZ TrueShares Low Volatility Equity Income ETF 5.1 65 -25 6.0 -0.6
KAT Scharf ETF 5.1 87 -47 6.1 -0.5
ULVM VictoryShares US Value Momentum ETF 5.0 20 20 6.1 -0.6
IUS Invesco RAFI Strategic US ETF 5.0 19 21 5.4 -1.2
ACSG American Century Small Cap Growth Insights ETF 4.9 49 -9 4.9 -1.8
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 4.9 60 -20 9.0 +2.4
FLOW Global X U.S. Cash Flow Kings 100 ETF 4.9 25 15 10.2 +3.6
PY Principal Value ETF 4.9 15 25 6.9 +0.3
VFVA Vanguard U.S. Value Factor ETF 4.9 13 27 8.8 +2.2
BLCV iShares Large Cap Value Active ETF 4.9 53 -13 6.0 -0.6
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 4.8 55 -15 8.7 +2.1
SSPY Syntax Stratified LargeCap ETF 4.8 30 10 6.0 -0.6
FNDX Schwab Fundamental US Large Co. Index ETF 4.8 25 15 6.0 -0.6
ITAN Sparkline Intangible Value ETF 4.7 50 -10 5.7 -0.9
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 4.7 20 20 7.4 +0.7
TXS Texas Capital Texas Equity Index ETF 4.7 49 -9 4.9 -1.7
BGDV Bahl & Gaynor Dividend ETF 4.7 45 -5 4.0 -2.6
STXV Strive 1000 Value ETF 4.7 18 22 6.7 +0.0
ACSI American Customer Satisfaction ETF 4.7 65 -25 4.4 -2.2
LST Leuthold Select Industries ETF 4.6 91 -51 4.7 -1.9
FNDB Schwab Fundamental US Broad Market Index ETF 4.5 25 15 6.0 -0.6
BGIG Bahl & Gaynor Income Growth ETF 4.5 45 -5 4.5 -2.1
VLU State Street SPDR S&P 1500 Value Tilt ETF 4.5 12 28 6.1 -0.5
RFG Invesco S&P Midcap 400 Pure Growth ETF 4.5 35 5 4.8 -1.9
FCTE SMI 3Fourteen Full-Cycle Trend ETF 4.5 85 -45 4.2 -2.4
DIA SPDR Dow Jones Industrial Average ETF 4.4 16 24 4.8 -1.8
RWJ Invesco S&P SmallCap 600 Revenue ETF 4.4 39 1 7.2 +0.6
RTH VanEck Retail ETF 4.4 35 5 5.2 -1.4
DIVE Dana Concentrated Dividend ETF 4.4 65 -25 6.5 -0.1
SCDV Bahl & Gaynor Small Cap Dividend ETF 4.3 70 -30 4.2 -2.5
TMFX Motley Fool Next Index ETF 4.3 50 -10 2.9 -3.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 4.3 10 30 4.3 -2.3
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 4.3 15 25 4.3 -2.3
IJK iShares S&P Mid-Cap 400 Growth ETF 4.3 17 23 4.3 -2.4
FEGE First Eagle Global Equity ETF 4.3 79 -39 5.9 -0.8
FTDS First Trust Dividend Strength ETF 4.2 70 -30 6.8 +0.2
IWO iShares Russell 2000 Growth ETF 4.2 24 16 0.5 -6.1
MEDI Harbor Health Care ETF 4.2 80 -40 -1.3 -8.0
IYK iShares U.S. Consumer Staples ETF 4.2 40 0 6.0 -0.6
JSML Janus Henderson Small Cap Growth Alpha ETF 4.2 30 10 2.8 -3.9
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.1 20 20 5.5 -1.1
OSCV Opus Small Cap Value ETF 4.1 79 -39 6.0 -0.6
JDOC JPMorgan Healthcare Leaders ETF 4.1 65 -25 3.4 -3.2
REVS Columbia Research Enhanced Value ETF 4.1 19 21 6.4 -0.2
JAVA JPMorgan Active Value ETF 4.0 44 -4 5.3 -1.3
PRF Invesco FTSE RAFI US 1000 ETF 3.9 34 6 5.5 -1.1
SCHD Schwab US Dividend Equity ETF 3.9 6 34 7.8 +1.2
FUNL CornerCap Fundametrics Large-Cap ETF 3.9 50 -10 6.4 -0.2
VLUE iShares MSCI USA Value Factor ETF 3.9 15 25 6.1 -0.6
DVGR DAC 3D Dividend Growth ETF 3.9 65 -25 4.9 -1.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.9 70 -30 2.2 -4.4
CALF Pacer US Small Cap Cash Cows 100 ETF 3.9 59 -19 8.3 +1.7
DFLV Dimensional US Large Cap Value ETF 3.8 22 18 5.9 -0.7
SMOX Horizon Small/Mid Cap Core Equity ETF 3.8 75 -35 5.4 -1.2
LYLD Cambria Large Cap Shareholder Yield ETF 3.8 59 -19 7.7 +1.1
IMCV iShares Morningstar Mid-Cap Value ETF 3.8 6 34 6.8 +0.2
RNSC Furst Trust Small Cap US Equity Select ETF 3.8 60 -20 4.6 -2.0
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 3.8 20 20 6.0 -0.6
RFDA RiverFront Dynamic US Dividend Advantage ETF 3.8 52 -12 5.0 -1.6
HTEC ROBO Global Healthcare Technology and Innovation ETF 3.8 68 -28 2.1 -4.6
MTUM iShares MSCI USA Momentum Factor ETF 3.7 15 25 2.5 -4.2
SMOT VanEck Morningstar SMID Moat ETF 3.7 49 -9 6.4 -0.2
SPVM Invesco S&P 500 Value with Momentum ETF 3.7 39 1 6.2 -0.5
GNOM Global X Genomics & Biotechnology ETF 3.6 50 -10 -2.1 -8.7
ISCG iShares Morningstar Small-Cap Growth ETF 3.6 6 34 2.8 -3.8
MFMO Motley Fool Momentum Factor ETF 3.6 50 -10 2.2 -4.4
YALL God Bless America ETF 3.6 65 -25 4.5 -2.1
HELX Franklin Genomic Advancements ETF 3.6 50 -10 -1.3 -7.9
DFUV Dimensional US Marketwide Value ETF 3.6 22 18 5.9 -0.7
COWZ Pacer US Cash Cows 100 ETF 3.5 49 -9 7.3 +0.7
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 3.5 49 -9 7.5 +0.8
FBCV Fidelity Blue Chip Value ETF 3.5 59 -19 5.5 -1.2
ARKG ARK Genomic Revolution ETF 3.5 75 -35 -1.0 -7.6
BEEX BeeHive ETF 3.5 84 -44 3.7 -2.9
MOAT VanEck Morningstar Wide Moat ETF 3.5 46 -6 5.5 -1.2
VTWG Vanguard Russell 2000 Growth ETF 3.5 10 30 0.7 -6.0
NUDV Nuveen ESG Dividend ETF 3.4 26 14 6.1 -0.5
DVND Touchstone Dividend Select ETF 3.4 67 -27 5.2 -1.4
ROSC Hartford Multifactor Small Cap ETF 3.4 34 6 7.1 +0.5
JGRW Jensen Quality Growth ETF 3.4 57 -17 4.3 -2.3
DEUS Xtrackers Russell US Multifactor ETF 3.4 17 23 6.5 -0.2
LGRO Level Four Large Cap Growth Active ETF 3.4 55 -15 3.6 -3.1
SNPV Xtrackers S&P 500 Value ESG ETF 3.3 15 25 5.4 -1.2
SYLD Cambria Shareholder Yield ETF 3.3 59 -19 9.7 +3.1
VEGN US Vegan Climate ETF 3.3 60 -20 3.4 -3.2
CTEF Castellan Targeted Equity ETF 3.3 45 -5 2.9 -3.7
MGV Vanguard Mega Cap Value ETF 3.3 7 33 5.3 -1.3
SPDV AAM S&P 500 High Dividend Value ETF 3.2 29 11 10.5 +3.9
VIOG Vanguard S&P Small-Cap 600 Growth ETF 3.2 10 30 3.7 -2.9
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 3.2 15 25 4.1 -2.5
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 3.2 15 25 3.8 -2.9
IJT iShares S&P Small-Cap 600 Growth ETF 3.1 18 22 3.7 -2.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 3.1 17 23 5.0 -1.7
AFSM First Trust Active Factor Small Cap ETF 3.1 75 -35 5.6 -1.0
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 3.1 48 -8 7.9 +1.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.1 18 22 6.9 +0.3
SPIT F/m Emerald Special Situations ETF 3.1 105 -65 -0.7 -7.3
DIVB iShares Core Dividend ETF 3.1 5 35 6.4 -0.2
GVLU Gotham 1000 Value ETF 3.1 50 -10 8.0 +1.3
JVAL JPMorgan U.S. Value Factor ETF 3.1 12 28 6.7 +0.0
FYC First Trust Small Cap Growth AlphaDEX Fund 3.0 71 -31 -0.6 -7.2
RSSL Global X Russell 2000 ETF 3.0 8 32 2.7 -3.9
IWM iShares Russell 2000 ETF 3.0 19 21 2.6 -4.0
EDOW First Trust Dow 30 Equal Weight ETF 3.0 50 -10 4.6 -2.0
VTWO Vanguard Russell 2000 ETF 3.0 7 33 2.8 -3.9
VTV Vanguard Value ETF 3.0 4 36 5.7 -1.0
AFLG First Trust Active Factor Large Cap ETF 3.0 55 -15 5.0 -1.6
AFMC First Trust Active Factor Mid Cap ETF 3.0 65 -25 7.0 +0.4
FYX First Trust Small Cap Core AlphaDEX Fund 3.0 61 -21 5.2 -1.4
FESM Fidelity Enhanced Small Cap ETF 3.0 28 12 2.2 -4.4
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.9 35 5 3.1 -3.5
FVAL Fidelity Value Factor ETF 2.9 15 25 5.8 -0.8
VYM Vanguard High Dividend Yield Index ETF 2.9 6 34 6.1 -0.6
VALQ American Century U.S. Quality Value ETF 2.9 29 11 7.1 +0.5
DGRW WisdomTree US Quality Dividend Growth Fund 2.9 28 12 5.0 -1.6
ZECP Zacks Earnings Consistent Portfolio ETF 2.9 55 -15 4.2 -2.4
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.9 80 -40 6.9 +0.3
VBK Vanguard Small-Cap Growth ETF 2.9 7 33 1.3 -5.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.9 64 -24 1.4 -5.3
QUVU Hartford Quality Value ETF 2.8 46 -6 5.4 -1.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 2.8 39 1 3.5 -3.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.8 30 10 4.0 -2.6
ASLV Allspring Special Large Value ETF 2.8 35 5 5.2 -1.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 2.8 19 21 5.0 -1.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.8 18 22 5.1 -1.5
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 2.8 15 25 7.6 +1.0
SCHM Schwab U.S. Mid-Cap ETF 2.8 4 36 5.9 -0.7
GSPY Gotham Enhanced 500 ETF 2.7 50 -10 4.3 -2.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.7 15 25 5.1 -1.6
RSP Invesco S&P 500 Equal Weight ETF 2.7 20 20 5.9 -0.7
MDY SPDR S&P Midcap 400 ETF Trust 2.7 23 17 6.1 -0.5
SAMT Strategas Macro Thematic Opportunities ETF 2.7 65 -25 2.6 -4.0
VOOV Vanguard S&P 500 Value ETF 2.7 7 33 5.6 -1.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.7 60 -20 6.9 +0.3
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.7 4 36 5.6 -1.0
IVE iShares S&P 500 Value ETF 2.7 18 22 5.5 -1.1
ISCB iShares Morningstar Small-Cap ETF 2.6 4 36 5.4 -1.2
FDLO Fidelity Low Volatility Factor ETF 2.6 15 25 4.9 -1.7
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 2.6 39 1 3.9 -2.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.6 20 20 4.0 -2.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.6 9 31 3.7 -3.0
DGRO iShares Core Dividend Growth ETF 2.6 8 32 5.5 -1.1
IJH iShares Core S&P Mid-Cap ETF 2.6 5 35 6.2 -0.4
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 2.6 3 37 6.3 -0.3
SMMD iShares Russell 2500 ETF 2.6 15 25 5.5 -1.1
TAX Cambria Tax Aware ETF 2.6 49 -9 4.2 -2.5
IVOO Vanguard S&P Mid-Cap 400 ETF 2.6 7 33 6.2 -0.4
FDLS Inspire Fidelis Multi Factor ETF 2.6 76 -36 3.1 -3.5
IWX iShares Russell Top 200 Value ETF 2.6 20 20 4.7 -1.9
IUSV iShares Core S&P US Value ETF 2.6 4 36 5.8 -0.8
RW Rainwater Equity ETF 2.6 125 -85 3.4 -3.2
JPSV JPMorgan Active Small Cap Value ETF 2.5 74 -34 7.2 +0.6
DFAS Dimensional U.S. Small Cap ETF 2.5 26 14 5.6 -1.1
VONV Vanguard Russell 1000 Value ETF 2.5 7 33 5.2 -1.4
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 2.5 55 -15 3.4 -3.2
IWD iShares Russell 1000 Value ETF 2.5 19 21 5.1 -1.5
GVUS Marketbeta Russell 1000 Value Equity ETF 2.5 12 28 5.2 -1.4
NUSC Nuveen ESG Small-Cap ETF 2.5 31 9 5.0 -1.6
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.5 15 25 6.2 -0.4
COWS Amplify Cash Flow Dividend Leaders ETF 2.5 19 21 7.0 +0.3
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 2.5 49 -9 6.5 -0.1
EQWL Invesco S&P 100 Equal Weight ETF 2.5 25 15 5.3 -1.3
TBG TBG Dividend Focus ETF 2.5 59 -19 6.2 -0.4
EVUS iShares ESG Aware MSCI USA Value ETF 2.5 18 22 5.5 -1.2
FELV Fidelity Enhanced Large Cap Value ETF 2.5 18 22 5.3 -1.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.5 24 16 7.2 +0.6
VFMF Vanguard U.S. Multifactor ETF 2.5 18 22 6.3 -0.3
FNX First Trust Mid Cap Core AlphaDEX Fund 2.5 60 -20 6.3 -0.3
VB Vanguard Small-Cap ETF 2.4 5 35 5.3 -1.3
IWS iShares Russell Mid-Cap Value ETF 2.4 23 17 6.0 -0.7
IMCB iShares Morningstar Mid-Cap ETF 2.4 4 36 5.2 -1.5
LCF Touchstone US Large Cap Focused ETF 2.4 69 -29 3.6 -3.0
WTV WisdomTree US Value ETF 2.4 12 28 7.6 +1.0
VIOO Vanguard S&P Small-Cap 600 ETF 2.4 7 33 6.2 -0.5
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 2.4 3 37 6.4 -0.2
PRXV Praxis Impact Large Cap Value ETF 2.4 36 4 5.4 -1.2
GRNY Fundstrat Granny Shots US Large Cap ETF 2.4 75 -35 2.2 -4.4
XJH iShares ESG Screened S&P Mid-Cap ETF 2.4 12 28 6.1 -0.5
COPY Tweedy, Browne Insider + Value ETF 2.3 80 -40 14.3 +7.7
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.3 35 5 6.5 -0.1
ILCV iShares Morningstar Value ETF 2.3 4 36 5.2 -1.5
FTA First Trust Large Cap Value AlphaDEX Fund 2.3 59 -19 7.5 +0.8
FFND Future Fund Active ETF 2.3 100 -60 4.4 -2.2
WLDR Affinity World Leaders Equity ETF 2.3 67 -27 5.5 -1.1
SQLV Royce Quant Small-Cap Quality Value ETF 2.3 60 -20 7.5 +0.9
PRAY FIS Christian Stock Fund 2.3 69 -29 4.1 -2.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.3 29 11 6.4 -0.2
VFMO Vanguard U.S. Momentum Factor ETF 2.3 13 27 1.8 -4.9
MBOX Freedom Day Dividend ETF 2.3 39 1 6.6 +0.0
ROUS Hartford Multifactor US Equity ETF 2.3 19 21 5.4 -1.2
STXM Strive Mid-Cap ETF 2.3 18 22 6.0 -0.6
SPXT ProShares S&P 500 Ex-Technology ETF 2.3 9 31 5.0 -1.7
XOEF iShares S&P 500 ex S&P 100 ETF 2.3 20 20 4.8 -1.9
USRD Themes US R&D Champions ETF 2.3 29 11 4.0 -2.6
SMLF iShares U.S. SmallCap Equity Factor ETF 2.3 15 25 5.0 -1.6
RECS Columbia Research Enhanced Core ETF 2.3 15 25 5.3 -1.4
IJR iShares Core S&P Small Cap ETF 2.3 6 34 6.3 -0.3
DLN WisdomTree U.S. LargeCap Dividend Fund 2.3 28 12 5.4 -1.3
YLDE ClearBridge Dividend Strategy ESG ETF 2.2 60 -20 5.3 -1.3
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.2 25 15 4.2 -2.4
VUSV Vanguard Wellington U.S. Value Active ETF 2.2 30 10 5.6 -1.0
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.2 9 31 5.2 -1.4
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.2 40 0 6.8 +0.2
XJR iShares ESG Screened S&P Small-Cap ETF 2.2 12 28 6.2 -0.5
TPSC Timothy Plan US Small Cap Core ETF 2.2 52 -12 6.6 +0.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.2 39 1 2.2 -4.4
NIXT Research Affiliates Deletions ETF 2.2 9 31 6.2 -0.4
SPVU Invesco S&P 500 Enhanced Value ETF 2.2 13 27 8.5 +1.9
TCV Towle Value ETF 2.2 85 -45 9.1 +2.5
XITK State Street SPDR FactSet Innovative Technology ETF 2.2 45 -5 0.1 -6.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.2 4 36 17.4 +10.7
NUMG Nuveen ESG Mid-Cap Growth ETF 2.2 31 9 1.9 -4.7
AVMC Avantis U.S. Mid Cap Equity ETF 2.1 18 22 6.2 -0.4
VBR Vanguard Small Cap Value ETF 2.1 7 33 7.9 +1.2
VXF Vanguard Extended Market ETF 2.1 5 35 3.8 -2.9
LRGC AB US Large Cap Strategic Equities ETF 2.1 48 -8 3.9 -2.8
VIG Vanguard Dividend Appreciation ETF 2.1 5 35 5.0 -1.7
SIZE iShares MSCI USA Size Factor ETF 2.1 15 25 5.5 -1.1
AUSF Global X Adaptive U.S. Factor ETF 2.1 27 13 8.0 +1.4
FDRR Fidelity Dividend ETF for Rising Rates 2.1 15 25 5.5 -1.1
AKAF The Frontier Economic Fund 2.1 20 20 5.3 -1.3
RZV Invesco S&P Smallcap 600 Pure Value ETF 2.1 35 5 7.0 +0.3
STXK Strive Small-Cap ETF 2.1 18 22 5.2 -1.4
BKSE BNY Mellon US Small Cap Core Equity ETF 2.1 4 36 15.7 +9.1
XSMO Invesco S&P SmallCap Momentum ETF 2.1 39 1 3.8 -2.8
ABIG Argent Large Cap ETF 2.1 49 -9 4.4 -2.2
CGGO Capital Group Global Growth Equity ETF 2.1 47 -7 4.1 -2.5
IPO Renaissance IPO ETF 2.1 60 -20 1.8 -4.9
GLBL Pacer MSCI World Industry Advantage ETF 2.1 65 -25 3.5 -3.2
SCHA Schwab U.S. Small-Cap ETF 2.1 4 36 4.4 -2.2
FNDA Schwab Fundamental US Small Co. Index ETF 2.0 25 15 6.2 -0.5
VFMV Vanguard U.S. Minimum Volatility ETF 2.0 13 27 5.8 -0.9
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.0 35 5 6.0 -0.7
AGNG Global X Aging Population ETF 2.0 50 -10 4.3 -2.4
KNO AXS Knowledge Leaders ETF 2.0 78 -38 4.0 -2.6
SNPE Xtrackers S&P 500 ESG ETF 2.0 10 30 4.4 -2.3
FSMD Fidelity Small-Mid Multifactor ETF 2.0 15 25 6.6 -0.0
FSCS First Trust SMID Capital Strength ETF 2.0 60 -20 7.2 +0.5
DTD WisdomTree U.S. Total Dividend Fund 2.0 28 12 5.6 -1.0
EUSA iShares MSCI USA Equal Weighted ETF 2.0 9 31 5.5 -1.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.0 58 -18 5.2 -1.4
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.0 19 21 4.7 -1.9
SVAL iShares US Small Cap Value Factor ETF 2.0 20 20 6.9 +0.3
DFSU Dimensional US Sustainability Core 1 ETF 2.0 18 22 4.7 -2.0
CATH Global X S&P 500 Catholic Values Custom ETF 2.0 29 11 4.1 -2.6
XMAG Defiance Large Cap ex-Mag 7 ETF 2.0 35 5 4.3 -2.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.0 7 33 5.3 -1.3
ONEY State Street SPDR Russell 1000 Yield Focus ETF 2.0 20 20 8.6 +2.0
CGUS Capital Group Core Equity ETF 2.0 33 7 3.6 -3.0
RFFC ALPS Active Equity Opportunity ETF 2.0 48 -8 3.7 -2.9
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.0 52 -12 5.2 -1.4
IWR iShares Russell Midcap ETF 2.0 19 21 5.4 -1.3
FFLC Fidelity Fundamental Large Cap Core ETF 2.0 38 2 3.9 -2.7
VOE Vanguard Mid-Cap Value ETF 1.9 7 33 6.7 +0.1
QUS State Street SPDR MSCI USA StrategicFactors ETF 1.9 15 25 5.0 -1.6
TPHD Timothy Plan High Dividend Stock ETF 1.9 52 -12 6.1 -0.5
GVIP Goldman Sachs Hedge Industry VIP ETF 1.9 45 -5 2.5 -4.1
JHMM John Hancock Multifactor Mid Cap ETF 1.9 42 -2 5.6 -1.1
EZM WisdomTree U.S. MidCap Fund 1.9 38 2 8.1 +1.4
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.9 50 -10 8.0 +1.4
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.9 5 35 7.5 +0.9
WOMN Impact Shares YWCA Women's Empowerment ETF 1.9 75 -35 4.8 -1.9
LGCF Themes US Cash Flow Champions ETF 1.9 30 10 6.8 +0.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.9 29 11 4.1 -2.6
DSMC Distillate Small/Mid Cash Flow ETF 1.9 55 -15 10.2 +3.6
EQAL Invesco Russell 1000 Equal Weight ETF 1.9 20 20 6.1 -0.5
JPEF JPMorgan Equity Focus ETF 1.9 50 -10 3.9 -2.8
RUNN Running Oak Efficient Growth ETF 1.9 58 -18 5.0 -1.6
ANEW ProShares MSCI Transformational Changes ETF 1.9 45 -5 4.3 -2.3
GPT Intelligent Alpha Atlas ETF 1.9 69 -29 6.2 -0.4
DHS WisdomTree U.S. High Dividend Fund 1.9 38 2 8.0 +1.3
DXUV Dimensional US Vector Equity ETF 1.9 28 12 5.2 -1.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.9 29 11 5.6 -1.0
FEX First Trust Large Cap Core AlphaDEX Fund 1.9 59 -19 5.0 -1.6
MODL VictoryShares WestEnd U.S. Sector ETF 1.9 42 -2 4.0 -2.6
BMED Future Health ETF 1.8 85 -45 1.0 -5.6
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.8 12 28 3.9 -2.7
FCPI Fidelity Stocks for Inflation ETF 1.8 15 25 5.8 -0.8
WCEO Hypatia Women CEO ETF 1.8 85 -45 4.6 -2.0
SDOG ALPS Sector Dividend Dogs ETF 1.8 36 4 8.0 +1.3
TMAT Main Thematic Innovation ETF 1.8 164 -124 -2.0 -8.6
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.8 30 10 7.6 +1.0
FPX First Trust US Equity Opportunities ETF 1.8 61 -21 0.9 -5.8
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.8 95 -55 -0.5 -7.1
TOLL Tema Durable Quality ETF 1.8 75 -35 3.8 -2.8
FAB First Trust Multi Cap Value AlphaDEX Fund 1.8 67 -27 8.4 +1.8
EPS WisdomTree U.S. LargeCap Fund 1.8 8 32 4.7 -1.9
CFA VictoryShares US 500 Volatility Wtd ETF 1.8 35 5 5.4 -1.2
SCHG Schwab U.S. Large-Cap Growth ETF 1.8 4 36 3.4 -3.2
DSPY Tema S&P 500 Historical Weight ETF 1.8 18 22 4.4 -2.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.8 40 0 5.4 -1.3
QDIV Global X S&P 500 Quality Dividend ETF 1.8 20 20 7.6 +1.0
PDP Invesco Dorsey Wright Momentum ETF 1.8 62 -22 1.7 -4.9
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.8 15 25 4.3 -2.4
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.8 35 5 6.9 +0.3
PFM Invesco Dividend Achievers ETF 1.8 53 -13 4.7 -1.9
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.8 38 2 6.8 +0.2
JGLO JPMorgan Global Select Equity ETF 1.8 33 7 4.3 -2.3
WSML iShares MSCI World Small-Cap ETF 1.7 15 25 5.4 -1.3
SURE AdvisorShares Insiders Advantage ETF 1.7 90 -50 7.7 +1.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.7 75 -35 3.2 -3.4
GLRY Inspire Faithward Mid Cap Momentum ETF 1.7 80 -40 4.2 -2.4
NACP Impact Shares NAACP Minority Empowerment ETF 1.7 49 -9 3.7 -3.0
ALTL Pacer Lunt Large Cap Alternator ETF 1.7 60 -20 4.9 -1.7
QLV FlexShares US Quality Low Volatility Index Fund 1.7 22 18 5.0 -1.6
ESGV Vanguard ESG U.S. Stock ETF 1.7 9 31 4.2 -2.5
DFAC Dimensional U.S. Core Equity 2 ETF 1.7 17 23 4.7 -2.0
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.7 52 -12 5.1 -1.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.7 15 25 6.3 -0.3
RNIN Bushido Capital US SMID Cap Equity ETF 1.7 70 -30 9.4 +2.8
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 1.7 12 28 3.3 -3.3
IWN iShares Russell 2000 Value ETF 1.7 24 16 4.6 -2.0
DFAT Dimensional U.S. Targeted Value ETF 1.7 28 12 8.5 +1.8
NULV Nuveen ESG Large-Cap Value ETF 1.7 26 14 5.0 -1.6
VTWV Vanguard Russell 2000 Value ETF 1.7 10 30 4.8 -1.8
JHSC John Hancock Multifactor Small Cap ETF 1.7 42 -2 6.1 -0.6
JHML John Hancock Multifactor Large Cap ETF 1.7 29 11 4.5 -2.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.7 14 26 4.2 -2.5
AVSC Avantis U.S Small Cap Equity ETF 1.7 25 15 4.5 -2.1
SPGP Invesco S&P 500 GARP ETF 1.6 34 6 5.9 -0.8
VDIG Vanguard Wellington Dividend Growth Active ETF 1.6 40 0 4.6 -2.0
TOPC iShares S&P 500 3% Capped ETF 1.6 15 25 4.4 -2.2
ISMD Inspire Small/Mid Cap ETF 1.6 54 -14 5.0 -1.7
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.6 60 -20 -0.9 -7.5
DFSV Dimensional US Small Cap Value ETF 1.6 31 9 8.5 +1.9
DCOR Dimensional US Core Equity 1 ETF 1.6 14 26 4.6 -2.1
FLV American Century Focused Large Cap Value ETF 1.6 42 -2 5.9 -0.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.6 25 15 4.9 -1.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.6 24 16 6.0 -0.6
RJDI RJ Eagle Dividend Select Income ETF 1.6 55 -15 4.5 -2.1
AVMV Avantis U.S. Mid Cap Value ETF 1.6 20 20 7.4 +0.8
SPXN ProShares S&P 500 Ex-Financials ETF 1.6 9 31 4.1 -2.5
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.6 10 30 8.9 +2.2
IJS iShares S&P Small-Cap 600 Value ETF 1.6 18 22 8.8 +2.2
SFGV Sequoia Global Value ETF 1.6 23 17 7.0 +0.4
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.6 15 25 8.9 +2.3
ISCV iShares Morningstar Small Cap Value ETF 1.6 6 34 7.6 +1.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.6 9 31 4.4 -2.3
SCHV Schwab U.S. Large-Cap Value ETF 1.5 4 36 5.6 -1.0
FDN First Trust Dow Jones Internet Index Fund 1.5 52 -12 2.6 -4.0
FDND FT Vest Dow Jones Internet & Target Income ETF 1.5 75 -35 2.6 -4.0
KOCG FIS Knights of Columbus Global Belief ETF 1.5 75 -35 4.6 -2.0
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.5 29 11 6.7 +0.1
VO Vanguard Mid-Cap ETF 1.5 4 36 21.2 +14.6
XVV iShares ESG Screened S&P 500 ETF 1.5 8 32 4.2 -2.5
ENHU iShares Enhanced Large Cap Core Active ETF 1.5 22 18 4.1 -2.5
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.5 60 -20 5.9 -0.7
QVML Invesco S&P 500 QVM Multi-factor ETF 1.5 11 29 4.3 -2.3
USMV iShares MSCI USA Min Vol Factor ETF 1.5 15 25 5.3 -1.3
EBI Longview Advantage ETF 1.5 35 5 5.8 -0.8
VTI Vanguard Total Stock Market ETF 1.5 3 37 4.2 -2.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.5 10 30 4.3 -2.4
DFUS Dimensional U.S. Equity ETF 1.5 9 31 4.1 -2.5
ADME Aptus Drawdown Managed Equity ETF 1.5 79 -39 3.4 -3.2
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.5 25 15 7.7 +1.1
DFAU Dimensional US Core Equity Market ETF 1.4 12 28 4.3 -2.3
SUSA iShares MSCI USA ESG Select ETF 1.4 25 15 4.0 -2.6
IWV iShares Russell 3000 ETF 1.4 20 20 4.0 -2.6
VTHR Vanguard Russell 3000 ETF 1.4 7 33 4.2 -2.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.4 3 37 4.2 -2.5
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.4 3 37 4.4 -2.2
OPTZ Optimize Strategy Index ETF 1.4 50 -10 3.5 -3.1
ABLS Abacus FCF Small Cap Leaders ETF 1.4 59 -19 4.8 -1.9
NUMV Nuveen ESG Mid-Cap Value ETF 1.4 31 9 5.5 -1.1
IBBQ Invesco Nasdaq Biotechnology ETF 1.4 19 21 0.2 -6.4
SPXE ProShares S&P 500 Ex-Energy ETF 1.4 9 31 4.1 -2.5
ETHO Etho Climate Leadership U.S. ETF 1.4 47 -7 4.1 -2.5
SCHB Schwab U.S. Broad Market ETF 1.4 3 37 4.2 -2.4
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.4 50 -10 3.6 -3.1
IYY iShares Dow Jones U.S. ETF 1.4 20 20 4.1 -2.5
SCHK Schwab 1000 Index ETF 1.4 5 35 4.3 -2.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.4 75 -35 5.9 -0.8
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.4 20 20 4.0 -2.6
CGV Conductor Global Equity Value ETF 1.4 130 -90 7.6 +1.0
OGIG ALPS O'Shares Global Internet Giants ETF 1.4 48 -8 2.5 -4.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.4 7 33 4.1 -2.5
RWK Invesco S&P MidCap 400 Revenue ETF 1.4 39 1 7.9 +1.2
ROE Astoria US Quality Kings ETF 1.4 49 -9 5.3 -1.3
EQL Alps Equal Sector Weight ETF 1.4 25 15 5.1 -1.5
FNK First Trust Mid Cap Value AlphaDEX Fund 1.4 70 -30 9.4 +2.7
VONE Vanguard Russell 1000 ETF 1.4 7 33 4.3 -2.4
VOTE TCW Transform 500 ETF 1.4 5 35 4.1 -2.5
DIVG Invesco S&P 500 High Dividend Growers ETF 1.4 39 1 7.2 +0.6
DFNV Donoghue Forlines Innovation ETF 1.4 69 -29 3.9 -2.7
QLC FlexShares US Quality Large Cap Index Fund 1.4 25 15 4.5 -2.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.4 11 29 4.2 -2.5
IWB iShares Russell 1000 ETF 1.4 15 25 4.2 -2.4
SCHX Schwab U.S. Large-Cap ETF 1.4 3 37 4.3 -2.3
DVY iShares Select Dividend ETF 1.4 38 2 7.9 +1.3
VOO Vanguard S&P 500 ETF 1.4 3 37 4.2 -2.4
SPYM State Street SPDR Portfolio S&P 500 ETF 1.4 2 38 4.3 -2.4
SPY SPDR S&P 500 ETF 1.4 9 31 4.2 -2.4
BKLC BNY Mellon US Large Cap Core Equity ETF 1.4 0 40 12.5 +5.9
PBUS Invesco MSCI USA ETF 1.4 4 36 4.2 -2.4
IVV iShares Core S&P 500 ETF 1.3 3 37 4.2 -2.4
FMKT The Free Markets ETF 1.3 76 -36 4.2 -2.5
LRGF iShares U.S. Equity Factor ETF 1.3 8 32 4.6 -2.0
VV Vanguard Large-Cap ETF 1.3 4 36 4.1 -2.5
ILCB iShares Morningstar U.S. Equity ETF 1.3 3 37 4.1 -2.5
CGGR Capital Group Growth ETF 1.3 39 1 2.7 -4.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.3 2 38 4.2 -2.4
QWLD SPDR MSCI World StrategicFactors ETF 1.3 30 10 5.1 -1.5
DGT State Street SPDR Global Dow ETF 1.3 50 -10 5.6 -1.0
HGRO Hedgeye Quality Growth ETF 1.3 70 -30 3.6 -3.0
GXLC Global X U.S. 500 ETF 1.3 2 38 4.1 -2.5
GURU Global X Guru Index ETF 1.3 75 -35 2.4 -4.2
TOV JLens 500 Jewish Advocacy U.S. ETF 1.3 18 22 3.9 -2.7
RAUS RACWI US ETF 1.3 15 25 4.2 -2.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.3 20 20 4.2 -2.4
EES WisdomTree U.S. SmallCap Fund 1.3 38 2 7.7 +1.1
INRO iShares U.S. Industry Rotation Active ETF 1.3 42 -2 3.6 -3.0
RNMC First Trust Mid Cap US Equity Select ETF 1.3 60 -20 6.7 +0.1
BFOR ALPS Barron's 400 ETF 1.3 65 -25 21.8 +15.2
MGC Vanguard Mega Cap ETF 1.3 7 33 3.9 -2.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.3 7 33 4.4 -2.2
ACWV iShares MSCI Global Min Vol Factor ETF 1.3 20 20 5.6 -1.0
USMF WisdomTree U.S. Multifactor Fund 1.3 28 12 6.8 +0.2
CHRI Global X S&P 500 Christian Values ETF 1.3 29 11 4.0 -2.6
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.3 47 -7 5.0 -1.6
DRUP GraniteShares Nasdaq Select Disruptors ETF 1.3 60 -20 3.5 -3.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.3 8 32 4.4 -2.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.3 15 25 6.9 +0.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.2 38 2 5.1 -1.6
APUE ActivePassive U.S. Equity ETF 1.2 45 -5 3.9 -2.7
XMHQ Invesco S&P MidCap Quality ETF 1.2 25 15 6.0 -0.6
IWL iShares Russell Top 200 ETF 1.2 15 25 3.9 -2.7
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 1.2 15 25 6.2 -0.4
WCLD WisdomTree Cloud Computing Fund 1.2 45 -5 1.1 -5.5
AIEQ AI Powered Equity ETF 1.2 75 -35 3.8 -2.9
GRPM Invesco S&P MidCap 400 GARP ETF 1.2 35 5 6.3 -0.3
KLMN Invesco MSCI North America Climate ETF 1.2 9 31 4.3 -2.3
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.2 70 -30 4.8 -1.9
ESGU iShares ESG Aware MSCI USA ETF 1.2 15 25 4.2 -2.4
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.2 20 20 4.3 -2.3
FINX Global X FinTech ETF 1.2 68 -28 2.9 -3.7
TMFS Motley Fool Small-Cap Growth ETF 1.2 85 -45 1.3 -5.3
TMFM Motley Fool Mid-Cap Growth ETF 1.2 85 -45 2.2 -4.4
GK AdvisorShares Gerber Kawasaki ETF 1.2 75 -35 1.5 -5.1
RAYD Rayliant Quantitative Developed Market Equity ETF 1.1 80 -40 3.6 -3.0
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.1 56 -16 6.8 +0.2
DSI iShares MSCI KLD 400 Social ETF 1.1 25 15 4.2 -2.5
BUZZ VanEck Social Sentiment ETF 1.1 75 -35 -0.7 -7.3
NULC Nuveen ESG Large-Cap ETF 1.1 21 19 4.0 -2.7
RPG Invesco S&P 500 Pure Growth ETF 1.1 35 5 2.8 -3.8
USEW Cambria US EW ETF 1.1 30 10 4.2 -2.5
AVSU Avantis Responsible U.S. Equity ETF 1.1 15 25 4.9 -1.7
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.1 35 5 6.8 +0.1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.1 49 -9 4.6 -2.0
BLCR iShares Large Cap Core Active ETF 1.1 36 4 3.0 -3.7
THRO iShares U.S. Thematic Rotation Active ETF 1.1 90 -50 3.1 -3.5
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.1 49 -9 7.8 +1.2
HYP Golden Eagle Dynamic Hypergrowth ETF 1.1 85 -45 -0.8 -7.4
SFTY Horizon Managed Risk ETF 1.1 77 -37 3.5 -3.1
STOX Horizon Core Equity ETF 1.1 70 -30 3.6 -3.1
HDUS Hartford Disciplined US Equity ETF 1.1 19 21 4.8 -1.9
RVRB Reverb ETF 1.1 30 10 3.8 -2.8
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.1 60 -20 4.6 -2.1
USXF iShares ESG Advanced MSCI USA ETF 1.1 10 30 3.9 -2.7
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.1 75 -35 4.2 -2.4
IMCG iShares Morningstar Mid-Cap Growth ETF 1.1 6 34 3.4 -3.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.1 25 15 5.5 -1.2
OEI Optimized Equity Income ETF 1.0 75 -35 3.6 -3.0
AGRW Allspring LT Large Growth ETF 1.0 35 5 3.6 -3.1
SGLC SGI U.S. Large Cap Core ETF 1.0 85 -45 3.6 -3.0
KOKU Xtrackers MSCI Kokusai Equity ETF 1.0 9 31 4.4 -2.2
FFF Founders 100 ETF 1.0 75 -35 2.4 -4.2
JHDV John Hancock U.S. High Dividend ETF 1.0 34 6 5.9 -0.7
XLG Invesco S&P 500 Top 50 ETF 1.0 20 20 3.7 -2.9
TOK iShares MSCI Kokusai ETF 1.0 26 14 4.3 -2.3
VFQY Vanguard U.S. Quality Factor ETF 1.0 13 27 5.4 -1.2
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.0 43 -3 5.1 -1.5
XMLV Invesco S&P MidCap Low Volatility ETF 1.0 25 15 6.8 +0.2
FDWM Fidelity Women's Leadership ETF 1.0 59 -19 4.0 -2.6
NANC Unusual Whales Subversive Democratic Trading ETF 1.0 75 -35 2.9 -3.7
SFY SoFi Select 500 ETF 1.0 0 40 3.8 -2.9
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.0 59 -19 4.3 -2.3
GQQQ Astoria US Quality Growth Kings ETF 1.0 35 5 3.4 -3.2
OEF iShares S&P 100 ETF 1.0 20 20 3.8 -2.8
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.0 49 -9 7.1 +0.4
MDCP VictoryShares THB Mid Cap ESG ETF 1.0 55 -15 5.0 -1.7
KONG Formidable Fortress ETF 1.0 89 -49 5.2 -1.5
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.0 20 20 0.9 -5.8
DTEC ALPS Disruptive Technologies ETF 1.0 50 -10 3.5 -3.1
QGRO American Century U.S. Quality Growth ETF 1.0 29 11 4.1 -2.5
URTH iShares MSCI World ETF 1.0 24 16 4.3 -2.3
CHGX AXS Change Finance ESG ETF 0.9 49 -9 4.4 -2.3
FELC Fidelity Enhanced Large Cap Core ETF 0.9 18 22 4.3 -2.3
JMOM JPMorgan U.S. Momentum Factor ETF 0.9 12 28 3.4 -3.2
LOWV AB US Low Volatility Equity ETF 0.9 48 -8 4.4 -2.2
VOT Vanguard Mid-Cap Growth ETF 0.9 7 33 3.2 -3.4
DFVX Dimensional US Large Cap Vector ETF 0.9 22 18 5.3 -1.3
FYT First Trust Small Cap Value AlphaDEX Fund 0.9 73 -33 9.5 +2.8
SIXS ETC 6 Meridian Small Cap Equity ETF 0.9 89 -49 7.8 +1.2
HAPS Harbor Human Capital Factor US Small Cap ETF 0.9 60 -20 3.2 -3.4
XSHQ Invesco S&P SmallCap Quality ETF 0.9 29 11 6.9 +0.3
AVUS Avantis U.S. Equity ETF 0.9 15 25 4.7 -1.9
ACVF American Conservative Values ETF 0.9 75 -35 3.8 -2.9
VT Vanguard Total World Stock ETF 0.9 6 34 5.0 -1.6
PSET Principal Quality ETF 0.9 15 25 5.0 -1.6
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.9 54 -14 6.0 -0.6
FMDE Fidelity Enhanced Mid Cap ETF 0.9 23 17 5.3 -1.3
SUSL iShares ESG MSCI USA Leaders ETF 0.9 10 30 4.2 -2.4
SKYY First Trust Cloud Computing ETF 0.9 60 -20 2.5 -4.2
CGDV Capital Group Dividend Value ETF 0.9 33 7 3.9 -2.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.9 10 30 4.3 -2.4
AZTD Aztlan Global Stock Selection DM SMID ETF 0.8 75 -35 4.4 -2.3
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 0.8 75 -35 2.1 -4.5
ACWI iShares MSCI ACWI ETF 0.8 32 8 4.6 -2.0
THNR Amplify Weight Loss Drug & Treatment ETF 0.8 59 -19 5.9 -0.7
IBUY Amplify Online Retail ETF 0.8 65 -25 2.4 -4.3
LCDS JPMorgan Fundamental Data Science Large Core ETF 0.8 30 10 4.1 -2.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.8 9 31 4.8 -1.8
ABFL Abacus FCF Leaders ETF 0.8 59 -19 4.1 -2.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.8 9 31 4.2 -2.4
GOP Unusual Whales Subversive Republican Trading ETF 0.8 50 -10 4.2 -2.4
VSLU Applied Finance Valuation Large Cap ETF 0.8 49 -9 5.0 -1.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.8 15 25 4.0 -2.6
KLMT Invesco MSCI Global Climate 500 ETF 0.8 10 30 4.9 -1.7
IJJ iShares S&P Mid-Cap 400 Value ETF 0.8 18 22 8.0 +1.4
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.8 15 25 8.0 +1.4
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.8 47 -7 7.4 +0.7
GINX SGI Enhanced Global Income ETF 0.8 98 -58 6.4 -0.2
PTL Inspire 500 ETF 0.8 9 31 4.6 -2.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.8 10 30 8.1 +1.5
MFIG Motley Fool Innovative Growth Factor ETF 0.8 50 -10 2.8 -3.8
BIBL Inspire 100 ETF 0.8 35 5 4.3 -2.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.8 20 20 4.7 -1.9
BLES Inspire Global Hope ETF 0.8 61 -21 5.7 -0.9
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.8 48 -8 5.7 -1.0
DES WisdomTree U.S. SmallCap Dividend Fund 0.8 38 2 8.0 +1.4
FXG First Trust Consumer Staples AlphaDEX Fund 0.8 63 -23 8.5 +1.9
QTUM Defiance Quantum ETF 0.7 40 0 3.9 -2.8
FTC First Trust Large Cap Growth AlphaDEX Fund 0.7 59 -19 1.9 -4.7
FTXH First Trust Nasdaq Pharmaceuticals ETF 0.7 60 -20 6.2 -0.4
FDMO Fidelity Momentum Factor ETF 0.7 15 25 2.5 -4.1
SXQG ETC 6 Meridian Quality Growth ETF 0.7 100 -60 3.1 -3.5
JSTC Adasina Social Justice All Cap Global ETF 0.7 89 -49 4.4 -2.3
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.7 59 -19 8.0 +1.3
XMVM Invesco S&P MidCap Value with Momentum ETF 0.7 39 1 7.1 +0.5
TMFC Motley Fool 100 Index ETF 0.7 50 -10 3.0 -3.6
SMDV ProShares Russell 2000 Dividend Growers ETF 0.7 40 0 6.8 +0.2
FSST Fidelity Sustainable U.S. Equity ETF 0.7 59 -19 3.7 -3.0
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 0.7 12 28 5.7 -0.9
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.7 35 5 4.9 -1.7
AQEC AQE Core ETF 0.7 49 -9 5.2 -1.4
DEW WisdomTree Global High Dividend Fund 0.7 58 -18 7.0 +0.4
FDVV Fidelity High Dividend ETF 0.7 15 25 6.6 -0.0
MAGA Point Bridge America First ETF 0.7 72 -32 5.2 -1.4
CANC Tema Oncology ETF 0.7 75 -35 -2.2 -8.8
IWC iShares Micro-Cap ETF 0.7 60 -20 -1.3 -8.0
CVY Invesco Zacks Multi-Asset Income ETF 0.7 106 -66 9.8 +3.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.6 32 8 3.9 -2.7
AVLV Avantis U.S. Large Cap Value ETF 0.6 15 25 5.8 -0.9
JEPI JPMorgan Equity Premium Income ETF 0.6 35 5 5.3 -1.4
IWP iShares Russell Mid-Cap Growth ETF 0.6 23 17 3.1 -3.5
GINN Goldman Sachs Innovate Equity ETF 0.6 52 -12 3.7 -2.9
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.6 60 -20 4.7 -1.9
DIVN Horizon Dividend Income ETF 0.6 70 -30 6.5 -0.1
XSLV Invesco S&P SmallCap Low Volatility ETF 0.6 25 15 7.3 +0.7
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.6 35 5 5.9 -0.7
ASCE Allspring SMID Core ETF 0.6 38 2 3.0 -3.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.6 30 10 3.7 -2.9
TEXN iShares Texas Equity ETF 0.6 20 20 4.9 -1.7
RDVY First Trust Rising Dividend Achievers ETF 0.6 50 -10 5.0 -1.6
DON WisdomTree U.S. MidCap Dividend Fund 0.6 38 2 8.1 +1.5
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.6 40 0 3.7 -2.9
CGDG Capital Group Dividend Growers ETF 0.5 47 -7 5.2 -1.5
FLQL Franklin LibertyQ U.S. Equity ETF 0.5 15 25 4.6 -2.0
OALC OneAscent Large Cap Core ETF 0.5 86 -46 3.4 -3.2
AVUV Avantis U.S. Small Cap Value ETF 0.5 25 15 7.8 +1.2
GLOF iShares Global Equity Factor ETF 0.5 20 20 5.5 -1.1
TIME Clockwise Core Equity & Innovation ETF 0.5 95 -55 2.1 -4.5
VAMO Cambria Value & Momentum ETF 0.5 61 -21 5.2 -1.4
GEW Cambria Global EW ETF 0.4 29 11 5.4 -1.3
IUSG iShares Core S&P U.S. Growth ETF 0.4 4 36 3.2 -3.4
STXD Strive 1000 Dividend Growth ETF 0.4 35 5 4.5 -2.1
CZAR Themes Natural Monopoly ETF 0.4 35 5 5.3 -1.3
FFTY Innovator IBD 50 ETF 0.4 80 -40 0.1 -6.5
BOUT Innovator IBD Breakout Opportunities ETF 0.4 81 -41 3.2 -3.4
FVD First Trust Value Line Dividend Index Fund 0.4 65 -25 5.7 -0.9
CCFE Concourse Capital Focused Equity ETF 0.4 95 -55 3.2 -3.4
MILN Global X Millennial Consumer ETF 0.4 50 -10 4.2 -2.4
USCF Themes US Cash Flow Champions ETF 0.4 29 11 7.5 +0.9
EGUS iShares ESG Aware MSCI USA Growth ETF 0.4 18 22 3.2 -3.4
AOTG AOT Growth and Innovation ETF 0.4 75 -35 1.2 -5.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.3 12 28 4.5 -2.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 0.3 15 25 3.1 -3.5
CRTC Xtrackers US National Critical Technologies ETF 0.3 35 5 4.1 -2.5
FBT First Trust NYSE Arca Biotechnology Index Fund 0.3 56 -16 2.1 -4.6
MNZL Manzil Russell Halal USA Broad MarketETF 0.3 40 0 3.9 -2.7
AVUQ Avantis U.S. Quality ETF 0.3 15 25 3.8 -2.9
PPTY US Diversified Real Estate ETF 0.3 53 -13 7.8 +1.1
SPMO Invesco S&P 500 Momentum ETF 0.3 13 27 3.0 -3.6
ARKK ARK Innovation ETF 0.3 75 -35 -2.7 -9.3
SMCF Themes US Small Cap Cash Flow Champions ETF 0.3 29 11 9.6 +3.0
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 19 3.0 -3.6
FBCG Fidelity Blue Chip Growth ETF 0.3 59 -19 2.3 -4.3
STXG Strive 1000 Growth ETF 0.3 18 22 3.3 -3.3
VOOG Vanguard S&P 500 Growth ETF 0.2 7 33 19.1 +12.5
IVW iShares S&P 500 Growth ETF 0.2 18 22 3.0 -3.6
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.2 4 36 3.2 -3.5
ILCG iShares Morningstar Growth ETF 0.2 4 36 3.3 -3.4
ESGG FlexShares STOXX Global ESG Select Index Fund 0.2 42 -2 4.0 -2.6
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.2 12 28 3.7 -2.9
DEEP Roundhill Acquirers Deep Value ETF 0.2 80 -40 15.0 +8.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.2 10 30 3.7 -2.9
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.2 60 -20 5.2 -1.5
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.2 30 10 13.7 +7.1
LRND IQ U.S. Large Cap R&D Leaders ETF 0.2 14 26 4.0 -2.6
LRNZ TrueShares Technology, AI & Deep Learning ETF 0.2 69 -29 -0.8 -7.4
ARVR First Trust Indxx Metaverse ETF 0.2 70 -30 3.6 -3.0
PRXG Praxis Impact Large Cap Growth ETF 0.2 36 4 3.3 -3.4
FELG Fidelity Enhanced Large Cap Growth ETF 0.2 18 22 3.5 -3.1
JQUA JPMorgan U.S. Quality Factor ETF 0.2 12 28 4.9 -1.7
QDEF FlexShares Quality Dividend Defensive Index Fund 0.2 37 3 5.4 -1.2
HLAL Wahed FTSE USA Shariah ETF 0.1 50 -10 3.6 -3.0
VUG Vanguard Growth ETF 0.1 4 36 21.4 +14.8
IBB iShares Biotechnology ETF 0.1 45 -5 -0.5 -7.1
TTAC FCF US Quality ETF 0.1 59 -19 6.0 -0.7
XT iShares Exponential Technologies ETF 0.1 46 -6 4.0 -2.6
QQQS Invesco NASDAQ Future Gen 200 ETF 0.1 20 20 -3.4 -10.0
ISRA VanEck Israel ETF 0.1 59 -19 6.0 -0.6
AQLT iShares MSCI Global Quality Factor ETF 0.1 18 22 0.0 -6.6
DUHP Dimensional US High Profitability ETF 0.1 21 19 5.4 -1.2
IQM Franklin Intelligent Machines ETF 0.1 50 -10 1.3 -5.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.1 45 -5 3.7 -2.9
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 12 3.0 -3.6
VONG Vanguard Russell 1000 Growth ETF 0.1 7 33 3.9 -2.8
IWF iShares Russell 1000 Growth ETF 0.1 19 21 15.5 +8.9
WRND IQ Global Equity R&D Leaders ETF 0.1 18 22 4.1 -2.5
IGPT Invesco AI and Next Gen Software ETF 0.1 60 -20 2.4 -4.2
SBIO ALPS Medical Breakthroughs ETF 0.1 50 -10 0.0 -6.6
PNQI Invesco NASDAQ Internet ETF 0.0 60 -20 3.8 -2.8
JGRO JPMorgan Active Growth ETF 0.0 44 -4 2.7 -4.0
WSGE Warren Street Global Equity ETF 0.0 80 -40 2.9 -3.7
QDF FlexShares Quality Dividend Index Fund 0.0 37 3 5.4 -1.3

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:

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 15.4 %
Divided by: Fwd. P/BV 2.2 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 6.6 %
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.