iShares S&P Small-Cap 600 Value ETF
ALTAR
Score™		 9.5% info Recommen-
dation		 SPECULATIVE
2024E    2025E
P/E
ratio		 13.4x P/Sales
ratio		 0.7x
P/BV
ratio		 1.2x Div.
yield		 6.6%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The iShares S&P SmallCap 600 Value Index Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of U.S. small-cap value stocks, as represented by the S&P SmallCap 600/Citigroup Value Index.

FUND BASICS
Category US Equities
Fund Sponsor Barclays Global Investors
Website www.ishares.com
Inception date Jul 24, 2000
Assets (mns) $6,563
Currency USD
Expense ratio 18 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust
Weighting Market Cap
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 505
Wgt avg mkt cap (mns) $2,995
Large cap (>$10bn) 0.7%
Mid cap ($2-10bn) 64.3%
Small cap (<$2bn) 35.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
QORVO INC 1.2 %
MR. COOPER GROUP, INC. 1.1 %
LINCOLN NATIONAL CORP 1.1 %
JACKSON FINANCIAL INCORPORATION CL 1.1 %
VF CORP 1.0 %
ROBERT HALF INTL INC 0.9 %
SANDISK CORP 0.9 %
MERITAGE HOMES CORP 0.9 %
AIR LEASE CORP 0.8 %
ASBURY AUTOMOTIVE GROUP 0.8 %
Total 9.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 97.0 %
BERMUDA 1.2 %
IRELAND 0.6 %
PUERTO RICO 0.5 %
BRITAIN 0.4 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
-3.8% 6.2% 10.7% 7.5% 9.2%

Market Correlations
versus... Beta R-squared
S&P500 1.14 64%
MSCI EAFE 1.03 54%
MSCI Emg. Mkts. 0.71 26%

Technical Indicators
Recent close $99.59
30d moving avg. $105.26
Annualized volatility 24.3%
Short interest (ETF) 0.2%
Short interest (Underlying) 8.1%
Relative strength (RSI) 37

Liquidity measures
Avg. volume (thou.) 463
Turnover 0.7%
Bid/Ask (% of price) 0.04%
ADV underlying (mns) $7,083

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 699 potential alternatives to the iShares S&P Small-Cap 600 Value ETF ETF based on the alternatives' overlap in portfolio holdings with IJS. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IJS Expense: 18 bp ALTAR Score™: 9.5%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IJS
Ticker Fund
Name		 Overlap1
vs IJS
(%)		 Expense
ratio
(bp)		 Savings
vs IJS
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IJS
(%)
VIOV Vanguard S&P Small-Cap 600 Value ETF 94.5 15 3 8.4 -1.1
SLYV SPDR S&P 600 Small Cap Value ETF 94.4 15 3 9.5 +0.1
IJR iShares Core S&P Small Cap ETF 64.2 6 12 7.5 -2.0
XJR iShares ESG Screened S&P Small-Cap ETF 61.8 12 6 7.2 -2.3
VIOO Vanguard S&P Small-Cap 600 ETF 61.5 10 8 7.4 -2.1
SPSM SPDR Portfolio S&P 600 Small Cap ETF 61.5 3 15 7.6 -1.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 60.8 15 3 8.6 -0.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 56.1 39 -21 8.8 -0.6
ESIX SPDR S&P SmallCap 600 ESG ETF 55.3 12 6 8.4 -1.1
AVSC Avantis U.S Small Cap Equity ETF 39.8 25 -7 5.5 -4.0
IWN iShares Russell 2000 Value ETF 39.6 24 -6 5.5 -4.0
VTWV Vanguard Russell 2000 Value ETF 39.3 15 3 5.6 -3.9
EES WisdomTree U.S. SmallCap Fund 36.6 38 -20 8.0 -1.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 36.5 9 9 3.8 -5.7
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 36.1 29 -11 7.8 -1.7
DES WisdomTree U.S. SmallCap Dividend Fund 35.0 38 -20 8.6 -0.9
FYX First Trust Small Cap Core AlphaDEX Fund 33.8 61 -43 5.3 -4.2
FYT First Trust Small Cap Value AlphaDEX Fund 33.4 73 -55 8.8 -0.7
CSA VictoryShares US Small Cap Volatility Wtd ETF 32.9 35 -17 6.7 -2.8
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 32.8 42 -24 6.6 -2.9
TPSC Timothy Plan US Small Cap Core ETF 32.8 52 -34 7.1 -2.4
DFSV Dimensional US Small Cap Value ETF 32.4 31 -13 9.6 +0.1
PSCF Invesco S&P SmallCap Financials ETF 31.3 29 -11 9.1 -0.4
RZV Invesco S&P Smallcap 600 Pure Value ETF 31.2 35 -17 11.6 +2.1
XSVM Invesco S&P SmallCap Value with Momentum ETF 30.3 36 -18 10.1 +0.6
IJT iShares S&P Small-Cap 600 Growth ETF 30.2 18 0 5.4 -4.1
AVUV Avantis U.S. Small Cap Value ETF 29.8 25 -7 9.8 +0.3
ISMD Inspire Small/Mid Cap ETF 29.7 54 -36 4.7 -4.8
DFAT Dimensional U.S. Targeted Value ETF 29.4 28 -10 8.8 -0.7
SLYG SPDR S&P 600 Small Cap Growth ETF 29.4 15 3 5.4 -4.1
VIOG Vanguard S&P Small-Cap 600 Growth ETF 29.4 15 3 6.6 -2.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 28.4 39 -21 4.8 -4.7
RSSL Global X Russell 2000 ETF 28.1 8 10 3.0 -6.5
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 28.0 20 -2 5.0 -4.5
FNDA Schwab Fundamental US Small Co. Index ETF 27.9 25 -7 6.6 -2.9
VTWO Vanguard Russell 2000 ETF 27.6 10 8 3.3 -6.2
IWM iShares Russell 2000 ETF 27.6 19 -1 3.2 -6.3
FLQS Franklin U.S. Small Cap Multifactor Index ETF 26.1 35 -17 6.6 -2.9
ISCV iShares Morningstar Small Cap Value ETF 24.9 6 12 8.6 -0.9
BKSE BNY Mellon US Small Cap Core Equity ETF 24.7 4 14 5.8 -3.7
SVAL iShares US Small Cap Value Factor ETF 24.4 20 -2 11.2 +1.7
STXK Strive Small-Cap ETF 23.7 18 0 5.6 -3.9
PSC Principal U.S. Small-Cap ETF 23.4 38 -20 6.0 -3.5
BSVO EA Bridgeway Omni Small-Cap Value ETF 23.0 47 -29 9.4 -0.1
XSLV Invesco S&P SmallCap Low Volatility ETF 22.9 25 -7 5.8 -3.7
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 22.3 39 -21 5.8 -3.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 21.5 25 -7 7.9 -1.6
SCHA Schwab U.S. Small-Cap ETF 21.5 4 14 5.1 -4.4
FESM Fidelity Enhanced Small Cap ETF 21.3 28 -10 1.6 -7.9
DFAS Dimensional U.S. Small Cap ETF 21.3 26 -8 6.3 -3.2
ROSC Hartford Multifactor Small Cap ETF 19.2 34 -16 9.2 -0.3
FAB First Trust Multi Cap Value AlphaDEX Fund 18.0 67 -49 9.3 -0.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 17.4 17 1 5.4 -4.1
ISCB iShares Morningstar Small-Cap ETF 17.3 4 14 5.6 -3.9
AFSM First Trust Active Factor Small Cap ETF 17.2 75 -57 6.7 -2.8
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 17.2 38 -20 7.0 -2.5
CALF Pacer US Small Cap Cash Cows 100 ETF 17.1 59 -41 5.9 -3.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 16.8 24 -6 7.7 -1.8
VBR Vanguard Small Cap Value ETF 16.6 7 11 8.6 -0.9
VFVA Vanguard U.S. Value Factor ETF 16.5 13 5 10.4 +0.9
NUSC Nuveen ESG Small-Cap ETF 16.1 31 -13 5.7 -3.8
HAPS Harbor Human Capital Factor US Small Cap ETF 16.0 60 -42 3.3 -6.2
XSMO Invesco S&P SmallCap Momentum ETF 15.8 39 -21 8.0 -1.5
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 15.7 29 -11 12.4 +2.9
FNK First Trust Mid Cap Value AlphaDEX Fund 15.6 70 -52 11.1 +1.7
PSCI Invesco S&P SmallCap Industrials ETF 15.4 29 -11 5.8 -3.7
SQLV Royce Quant Small-Cap Quality Value ETF 15.3 60 -42 8.7 -0.8
IWO iShares Russell 2000 Growth ETF 14.7 24 -6 0.6 -8.9
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 14.7 12 6 7.8 -1.7
XSHQ Invesco S&P SmallCap Quality ETF 14.7 29 -11 9.1 -0.4
VTWG Vanguard Russell 2000 Growth ETF 14.7 15 3 0.8 -8.7
DSMC Distillate Small/Mid Cash Flow ETF 14.6 55 -37 13.7 +4.2
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 14.5 35 -17 5.8 -3.7
SMLF iShares U.S. SmallCap Equity Factor ETF 14.0 15 3 5.3 -4.2
NIXT Research Affiliates Deletions ETF 13.8 9 9 5.9 -3.6
FSMD Fidelity Small-Mid Multifactor ETF 13.4 15 3 7.0 -2.5
SMDV ProShares Russell 2000 Dividend Growers ETF 13.1 40 -22 7.0 -2.5
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 12.8 30 -12 10.1 +0.6
VB Vanguard Small-Cap ETF 11.9 5 13 5.5 -4.0
KRE SPDR S&P Regional Banking ETF 11.9 35 -17 9.5 0.0
VXF Vanguard Extended Market ETF 11.7 6 12 3.9 -5.6
ETHO Etho Climate Leadership U.S. ETF 11.7 47 -29 3.8 -5.7
KBE SPDR S&P Bank ETF 11.4 35 -17 9.6 +0.1
SIXS ETC 6 Meridian Small Cap Equity ETF 11.3 89 -71 9.3 -0.2
VFMF Vanguard U.S. Multifactor ETF 11.2 18 0 9.0 -0.5
FNX First Trust Mid Cap Core AlphaDEX Fund 11.2 60 -42 7.7 -1.8
SIXL ETC 6 Meridian Low Beta Equity ETF 11.1 80 -62 5.8 -3.7
VAMO Cambria Value & Momentum ETF 10.9 61 -43 6.4 -3.1
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 10.3 59 -41 2.9 -6.6
PSCT Invesco S&P SmallCap Information Technology ETF 10.1 29 -11 6.0 -3.5
GRPZ Invesco S&P SmallCap 600 GARP ETF 10.0 35 -17 11.0 +1.5
WCEO Hypatia Women CEO ETF 9.9 85 -67 5.1 -4.4
EZM WisdomTree U.S. MidCap Fund 9.6 38 -20 9.0 -0.5
ISCG iShares Morningstar Small-Cap Growth ETF 9.4 6 12 2.5 -7.0
FYC First Trust Small Cap Growth AlphaDEX Fund 9.3 71 -53 -0.4 -9.9
SFLO VictoryShares Small Cap Free Cash Flow ETF 9.2 49 -31 10.1 +0.6
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 8.3 20 -2 5.2 -4.3
GVLU Gotham 1000 Value ETF 8.2 50 -32 8.3 -1.2
JHSC John Hancock Multifactor Small Cap ETF 8.1 42 -24 6.9 -2.6
VFQY Vanguard U.S. Quality Factor ETF 8.0 13 5 6.9 -2.6
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 7.7 29 -11 0.0 -9.5
PSCH Invesco S&P SmallCap Health Care ETF 7.6 29 -11 4.6 -4.9
KBWR Invesco KBW Regional Banking ETF 7.3 35 -17 8.9 -0.6
CVY Invesco Zacks Multi-Asset Income ETF 7.2 106 -88 9.2 -0.3
QQQS Invesco NASDAQ Future Gen 200 ETF 7.0 20 -2 -8.6 -18.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 6.7 80 -62 6.3 -3.2
QABA First Trust NASDAQ ABA Community Bank Index Fund 6.7 60 -42 8.4 -1.1
XRT SPDR S&P Retail ETF 6.6 35 -17 11.7 +2.2
SMCF Themes US Small Cap Cash Flow Champions ETF 6.6 29 -11 12.3 +2.8
AFMC First Trust Active Factor Mid Cap ETF 6.5 65 -47 7.3 -2.2
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 6.5 60 -42 10.8 +1.3
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 6.0 60 -42 1.9 -7.6
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 6.0 48 -30 5.5 -4.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 5.9 7 11 6.2 -3.3
JSML Janus Henderson Small Cap Growth Alpha ETF 5.8 30 -12 8.7 -0.8
VBK Vanguard Small-Cap Growth ETF 5.7 7 11 1.3 -8.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 5.7 25 -7 5.6 -3.9
SYLD Cambria Shareholder Yield ETF 5.5 59 -41 11.9 +2.4
IFRA iShares U.S. Infrastructure ETF 5.4 30 -12 7.0 -2.5
FRI First Trust S&P REIT Index Fund 5.4 50 -32 6.2 -3.3
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 5.3 11 7 6.6 -2.9
FSMO Fidelity Small-Mid Cap Opportunities ETF 5.3 60 -42 6.0 -3.5
OPTZ Optimize Strategy Index ETF 5.3 50 -32 3.4 -6.1
RWR SPDR Dow Jones REIT ETF 5.3 25 -7 6.5 -3.0
USRT iShares Core U.S. REIT ETF 5.2 8 10 6.6 -2.9
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 5.0 30 -12 6.8 -2.7
DFAR Dimensional US Real Estate ETF 4.9 19 -1 6.6 -2.9
FREL Fidelity MSCI Real Estate Index ETF 4.9 8 10 6.5 -3.0
VNQ Vanguard Real Estate ETF 4.9 12 6 6.4 -3.1
SCHH Schwab U.S. REIT ETF 4.7 7 11 6.8 -2.7
IWC iShares Micro-Cap ETF 4.7 60 -42 -5.2 -14.6
ECML Euclidean Fundamental Value ETF 4.6 95 -77 14.1 +4.6
RIET Hoya Capital High Dividend Yield ETF 4.6 50 -32 11.4 +1.9
FVD First Trust Value Line Dividend Index Fund 4.6 65 -47 6.3 -3.2
KOMP SPDR S&P Kensho New Economies Composite ETF 4.5 20 -2 1.0 -8.5
VFMO Vanguard U.S. Momentum Factor ETF 4.5 13 5 2.9 -6.6
DHS WisdomTree U.S. High Dividend Fund 4.5 38 -20 7.6 -1.9
DON WisdomTree U.S. MidCap Dividend Fund 4.5 38 -20 8.6 -0.9
SURE AdvisorShares Insiders Advantage ETF 4.5 90 -72 10.6 +1.1
HOMZ Hoya Capital Housing ETF 4.4 30 -12 8.0 -1.5
RWO SPDR Dow Jones Global Real Estate ETF 4.4 50 -32 6.2 -3.3
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 4.3 95 -77 0.9 -8.6
PPTY US Diversified Real Estate ETF 4.2 53 -35 6.1 -3.4
PSCM Invesco S&P SmallCap Materials ETF 4.2 29 -11 10.9 +1.4
DFAC Dimensional U.S. Core Equity 2 ETF 4.2 17 1 5.8 -3.7
BFOR ALPS Barron's 400 ETF 4.1 65 -47 6.3 -3.2
REET iShares Global REIT ETF 4.1 14 4 6.4 -3.1
HLGE Hartford Longevity Economy ETF 4.0 44 -26 6.4 -3.1
PSCC Invesco S&P SmallCap Consumer Staples ETF 3.9 29 -11 7.7 -1.8
VLU SPDR S&P 1500 Value Tilt ETF 3.9 12 6 6.9 -2.6
RFDA RiverFront Dynamic US Dividend Advantage ETF 3.9 52 -34 5.6 -3.9
DFGR Dimensional Global Real Estate ETF 3.8 22 -4 6.3 -3.2
WBIY WBI Power Factor High Dividend ETF 3.7 100 -82 11.5 +2.0
FDIS Fidelity MSCI Consumer Discretionary Index ETF 3.7 8 10 5.1 -4.4
AVSU Avantis Responsible U.S. Equity ETF 3.7 15 3 6.6 -2.9
PSCE Invesco S&P SmallCap Energy ETF 3.7 29 -11 6.7 -2.8
DFUV Dimensional US Marketwide Value ETF 3.6 22 -4 7.6 -1.9
VCR Vanguard Consumer Discretionary ETF 3.6 10 8 5.0 -4.5
COWZ Pacer US Cash Cows 100 ETF 3.6 49 -31 12.1 +2.7
ERET iShares Environmentally Aware Real Estate ETF 3.5 30 -12 6.5 -3.0
HKND Humankind US Stock ETF 3.5 11 7 7.6 -1.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.5 64 -46 2.2 -7.3
CCNR ALPS CoreCommodity Natural Resources ETF 3.5 39 -21 9.6 +0.2
CVAR Cultivar ETF 3.5 87 -69 6.8 -2.7
TXS Texas Capital Texas Equity Index ETF 3.5 49 -31 5.2 -4.3
FLOW Global X U.S. Cash Flow Kings 100 ETF 3.4 25 -7 10.3 +0.8
BLDG Cambria Global Real Estate ETF 3.4 60 -42 15.7 +6.2
MVPA Miller Value Partners Appreciation ETF 3.4 60 -42 11.5 +2.0
FNDB Schwab Fundamental US Broad Market Index ETF 3.4 25 -7 7.2 -2.3
DEW WisdomTree Global High Dividend Fund 3.3 58 -40 7.9 -1.6
AUSF Global X Adaptive U.S. Factor ETF 3.3 27 -9 9.2 -0.3
SAGP Strategas Global Policy Opportunities ETF 3.3 65 -47 5.7 -3.8
ITB iShares U.S. Home Construction ETF 3.1 40 -22 13.6 +4.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.1 29 -11 6.6 -2.9
VDC Vanguard Consumer Staples ETF 3.0 10 8 5.9 -3.6
SDIV Global X Superdividend ETF 3.0 58 -40 13.1 +3.6
DEEP Roundhill Acquirers Deep Value ETF 3.0 80 -62 22.9 +13.4
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 3.0 8 10 5.8 -3.7
DCOR Dimensional US Core Equity 1 ETF 3.0 14 4 5.6 -3.9
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.0 15 3 7.2 -2.3
TMDV ProShares Russell US Dividend Growers ETF 2.9 35 -17 6.4 -3.1
AVUS Avantis U.S. Equity ETF 2.9 15 3 6.0 -3.5
EQAL Invesco Russell 1000 Equal Weight ETF 2.9 20 -2 7.1 -2.4
JVAL JPMorgan U.S. Value Factor ETF 2.9 12 6 8.7 -0.8
GQRE FlexShares Global Quality Real Estate Index Fund 2.8 45 -27 6.5 -3.0
PKW Invesco Buyback Achievers ETF 2.8 62 -44 7.0 -2.5
DFSU Dimensional US Sustainability Core 1 ETF 2.7 18 0 5.8 -3.7
SFYX SoFi Next 500 ETF 2.7 0 18 5.2 -4.3
KBWD Invesco KBW High Dividend Yield Financial ETF 2.7 384 -366 8.6 -0.9
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 2.7 60 -42 5.8 -3.7
MADE iShares U.S. Manufacturing ETF 2.7 40 -22 5.9 -3.6
FTXO First Trust Nasdaq Bank ETF 2.6 60 -42 9.0 -0.5
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 2.6 55 -37 4.7 -4.8
SIXG Defiance Connective Technologies ETF 2.5 30 -12 5.4 -4.1
OSCV Opus Small Cap Value ETF 2.5 79 -61 6.6 -2.9
XTN SPDR S&P Transportation ETF 2.5 35 -17 3.8 -5.7
VRAI Virtus Real Asset Income ETF 2.5 55 -37 8.6 -0.8
FIVG Defiance Next Gen Connectivity ETF 2.5 30 -12 5.3 -4.2
VIS Vanguard Industrials ETF 2.4 10 8 4.6 -4.9
XHS SPDR S&P Health Care Services ETF 2.4 35 -17 7.1 -2.4
FIDU Fidelity MSCI Industrial Index ETF 2.4 8 10 4.8 -4.7
IYT iShares US Transportation ETF 2.4 40 -22 3.0 -6.5
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.4 27 -9 6.5 -3.0
FMAT Fidelity MSCI Materials Index ETF 2.4 8 10 6.8 -2.7
PAVE Global X U.S. Infrastructure Development ETF 2.4 47 -29 6.0 -3.5
VAW Vanguard Materials ETF 2.4 10 8 6.9 -2.6
RNSC Furst Trust Small Cap US Equity Select ETF 2.4 60 -42 5.9 -3.6
VOX Vanguard Communication Services ETF 2.4 10 8 4.5 -5.0
FCOM Fidelity MSCI Communication Services Index ETF 2.4 8 10 4.6 -4.9
VFH Vanguard Financials ETF 2.4 10 8 5.9 -3.6
XTL SPDR S&P Telecom ETF 2.4 35 -17 4.4 -5.1
RNMC First Trust Mid Cap US Equity Select ETF 2.4 60 -42 6.6 -2.9
FSCS First Trust SMID Capital Strength ETF 2.3 60 -42 6.4 -3.1
FPX First Trust US Equity Opportunities ETF 2.3 61 -43 0.3 -9.2
CGV Conductor Global Equity Value ETF 2.3 130 -112 8.7 -0.8
FUTY Fidelity MSCI Utilities Index ETF 2.3 8 10 5.5 -4.0
RDOG ALPS REIT Dividend Dogs ETF 2.3 35 -17 10.5 +1.0
KIE SPDR S&P Insurance ETF 2.3 35 -17 5.7 -3.8
MORT VanEck Mortgage REIT Income ETF 2.3 43 -25 11.8 +2.3
REM iShares Mortgage Real Estate ETF 2.3 48 -30 13.1 +3.6
VPU Vanguard Utilities ETF 2.3 10 8 5.5 -4.0
IAK iShares U.S. Insurance ETF 2.3 40 -22 5.7 -3.8
SCDV Bahl & Gaynor Small Cap Dividend ETF 2.3 70 -52 5.4 -4.1
DIV Global X SuperDividend US ETF 2.2 45 -27 7.8 -1.7
VFMV Vanguard U.S. Minimum Volatility ETF 2.2 13 5 5.5 -4.0
PRF Invesco FTSE RAFI US 1000 ETF 2.2 39 -21 7.0 -2.5
SDY SPDR S&P Dividend ETF 2.2 35 -17 6.2 -3.3
FPRO Fidelity Real Estate Investment ETF 2.2 59 -41 4.8 -4.7
KBWY Invesco KBW Premium Yield Equity REIT ETF 2.2 35 -17 11.6 +2.1
FNCL Fidelity MSCI Financials Index ETF 2.1 8 10 5.8 -3.7
VDE Vanguard Energy ETF 2.1 10 8 6.6 -2.9
AVRE Avantis Real Estate ETF 2.1 17 1 6.0 -3.5
ROUS Hartford Multifactor US Equity ETF 2.1 19 -1 7.4 -2.1
XSD SPDR S&P Semiconductor ETF 2.1 35 -17 5.7 -3.8
JSTC Adasina Social Justice All Cap Global ETF 2.1 89 -71 4.5 -5.0
DTD WisdomTree U.S. Total Dividend Fund 2.1 28 -10 6.2 -3.3
FENY Fidelity MSCI Energy Index ETF 2.0 8 10 6.6 -2.9
IEO iShares U.S. Oil & Gas Exploration & Production ETF 2.0 40 -22 9.2 -0.3
XOP SPDR S&P Oil & Gas Exploration & Production ETF 2.0 35 -17 10.8 +1.3
IHF iShares U.S. Healthcare Providers ETF 2.0 40 -22 7.1 -2.4
FLDZ RiverNorth Patriot ETF 2.0 75 -57 5.8 -3.7
MILN Global X Millennial Consumer ETF 2.0 50 -32 2.8 -6.7
SCHM Schwab U.S. Mid-Cap ETF 2.0 4 14 6.5 -3.0
AIRR First Trust RBA American Industrial Renaissance ETF 2.0 70 -52 6.0 -3.5
ONEY SPDR Russell 1000 Yield Focus ETF 2.0 20 -2 9.7 +0.2
XHB SPDR S&P Homebuilders ETF 2.0 35 -17 12.5 +3.0
FTEC Fidelity MSCI Information Technology Index ETF 2.0 8 10 5.1 -4.4
WDIV SPDR S&P Global Dividend ETF 2.0 40 -22 8.9 -0.6
HWAY Themes US Infrastructure ETF 2.0 29 -11 7.0 -2.5
IRET iREIT - MarketVector Quality REIT Index ETF 1.9 60 -42 6.4 -3.1
SRHQ SRH U.S. Quality ETF 1.9 35 -17 8.2 -1.3
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 1.9 61 -43 7.0 -2.5
VGT Vanguard Information Technology ETF 1.9 10 8 5.0 -4.5
CSD Invesco S&P Spin-Off ETF 1.9 65 -47 11.4 +1.9
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 1.9 58 -40 -3.7 -13.2
AIEQ AI Powered Equity ETF 1.9 75 -57 5.5 -4.0
CGW Invesco S&P Global Water Index ETF 1.9 57 -39 4.4 -5.1
FMDE Fidelity Enhanced Mid Cap ETF 1.9 23 -5 6.0 -3.5
REAI Intelligent Real Estate ETF 1.9 59 -41 13.9 +4.4
SMMD iShares Russell 2500 ETF 1.8 15 3 6.2 -3.3
SMOT VanEck Morningstar SMID Moat ETF 1.8 49 -31 6.2 -3.3
RDVY First Trust Rising Dividend Achievers ETF 1.8 50 -32 10.0 +0.5
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.8 15 3 6.4 -3.1
TMFX Motley Fool Next Index ETF 1.8 50 -32 3.3 -6.2
ERTH Invesco MSCI Sustainable Future ETF 1.7 62 -44 3.6 -5.9
DFAU Dimensional US Core Equity Market ETF 1.7 12 6 5.4 -4.1
PEY Invesco High Yield Equity Dividend Achievers ETF 1.7 52 -34 10.7 +1.3
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.6 60 -42 5.9 -3.6
IBBQ Invesco Nasdaq Biotechnology ETF 1.6 19 -1 0.9 -8.6
SCHD Schwab US Dividend Equity ETF 1.6 6 12 9.6 +0.1
COWS Amplify Cash Flow Dividend Leaders ETF 1.6 0 18 12.0 +2.5
FITE SPDR S&P Kensho Future Security ETF 1.6 45 -27 2.8 -6.7
XSW SPDR S&P Software & Services ETF 1.6 35 -17 2.6 -6.9
IHE iShares U.S. Pharmaceuticals ETF 1.6 40 -22 8.0 -1.5
XPH SPDR S&P Pharmaceuticals ETF 1.6 35 -17 3.9 -5.6
REZ iShares Residential and Multisector Real Estate ETF 1.6 48 -30 5.4 -4.1
FNDX Schwab Fundamental US Large Co. Index ETF 1.6 25 -7 7.2 -2.3
FTXH First Trust Nasdaq Pharmaceuticals ETF 1.6 60 -42 9.6 +0.1
KRUZ Unusual Whales Subversive Republican Trading ETF 1.6 75 -57 6.0 -3.5
IUS Invesco RAFI Strategic US ETF 1.6 19 -1 7.1 -2.4
NANR SPDR S&P North American Natural Resources ETF 1.6 35 -17 7.6 -1.9
DTEC ALPS Disruptive Technologies ETF 1.6 50 -32 3.5 -6.0
FTXL First Trust Nasdaq Semiconductor ETF 1.5 60 -42 7.7 -1.8
FIW First Trust Water ETF 1.5 53 -35 4.8 -4.7
PHO Invesco Water Resources ETF 1.5 60 -42 4.9 -4.6
PBW Invesco WilderHill Clean Energy ETF 1.5 66 -48 -14.9 -24.4
XHE SPDR S&P Health Care Equipment ETF 1.5 35 -17 2.5 -7.0
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.5 3 15 5.4 -4.1
STXM Strive Mid-Cap ETF 1.5 18 0 6.7 -2.8
CSMD Congress SMid Growth ETF 1.5 69 -51 5.0 -4.5
VGSR Vert Global Sustainable Real Estate ETF 1.5 47 -29 5.9 -3.6
ONEQ Fidelity Nasdaq Composite Index ETF 1.5 21 -3 4.3 -5.2
VYM Vanguard High Dividend Yield Index ETF 1.5 6 12 6.9 -2.6
FDLS Inspire Fidelis Multi Factor ETF 1.5 76 -58 6.4 -3.1
VTHR Vanguard Russell 3000 ETF 1.5 10 8 5.1 -4.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.5 3 15 5.1 -4.4
IWV iShares Russell 3000 ETF 1.5 20 -2 5.0 -4.5
ZIG Acquirers Fund 1.5 84 -66 16.8 +7.3
IDAT iShares Future Cloud 5G and Tech ETF 1.5 47 -29 4.2 -5.3
VTI Vanguard Total Stock Market ETF 1.4 3 15 5.1 -4.4
EFRA iShares Environmental Infrastructure and Industrials ETF 1.4 47 -29 5.2 -4.3
FTXR First Trust Nasdaq Transportation ETF 1.4 60 -42 8.1 -1.4
GINN Goldman Sachs Innovate Equity ETF 1.4 52 -34 2.5 -7.0
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.4 75 -57 6.2 -3.3
XME SPDR S&P Metals & Mining ETF 1.4 35 -17 9.5 +0.0
ACES ALPS Clean Energy ETF 1.4 55 -37 -5.7 -15.2
CCSO Carbon Collective Climate Solutions US Equity ETF 1.4 35 -17 2.1 -7.4
SCHB Schwab U.S. Broad Market ETF 1.4 3 15 5.2 -4.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.4 24 -6 8.2 -1.3
AQWA Global X Clean Water ETF 1.4 50 -32 4.4 -5.1
FELV Fidelity Enhanced Large Cap Value ETF 1.4 18 0 6.6 -2.9
FDWM Fidelity Women's Leadership ETF 1.4 59 -41 5.0 -4.5
UDI USCF Dividend Income Fund 1.4 65 -47 7.5 -2.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.4 4 14 6.3 -3.2
IEZ iShares U.S. Oil Equipment & Services ETF 1.4 40 -22 2.3 -7.2
XES SPDR S&P Oil & Gas Equipment & Services ETF 1.4 35 -17 -0.2 -9.7
KCE SPDR S&P Capital Markets ETF 1.4 35 -17 6.7 -2.8
PXJ Invesco Oil & Gas Services ETF 1.4 63 -45 3.6 -5.9
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.4 68 -50 2.6 -6.9
FXH First Trust Health Care AlphaDEX Fund 1.4 62 -44 6.5 -3.0
FXD First Trust Consumer Discretionary AlphaDEX Fund 1.3 61 -43 6.9 -2.6
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.3 30 -12 8.3 -1.2
DFNV Donoghue Forlines Innovation ETF 1.3 69 -51 5.5 -4.0
QDF FlexShares Quality Dividend Index Fund 1.3 37 -19 6.4 -3.1
DFUS Dimensional U.S. Equity ETF 1.3 9 9 5.2 -4.3
HART IQ Healthy Hearts ETF 1.3 45 -27 6.2 -3.3
WTV WisdomTree US Value Fund of Benef Interest 1.3 12 6 9.7 +0.2
IGE iShares North American Natural Resources ETF 1.3 41 -23 6.5 -3.0
ESGV Vanguard ESG U.S. Stock ETF 1.2 9 9 5.2 -4.3
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.2 20 -2 8.0 -1.5
IWS iShares Russell Mid-Cap Value ETF 1.2 23 -5 6.8 -2.7
PPA Invesco Aerospace & Defense ETF 1.2 58 -40 2.5 -7.0
OIH VanEck Oil Services ETF 1.2 35 -17 2.0 -7.5
NETL NETLease Corporate Real Estate ETF 1.2 60 -42 8.7 -0.8
IBB iShares Biotechnology ETF 1.2 45 -27 0.1 -9.4
AIS VistaShares Artificial Intelligence Supercycle ETF 1.2 75 -57 4.2 -5.3
PXE Invesco Energy Exploration & Production ETF 1.2 60 -42 16.1 +6.6
ITAN Sparkline Intangible Value ETF 1.2 50 -32 6.3 -3.2
XBI SPDR S&P BIOTECH ETF 1.2 35 -17 -3.6 -13.1
PXI Invesco Dorsey Wright Energy Momentum ETF 1.2 60 -42 7.0 -2.5
NXTG First Trust Indxx NextG ETF 1.2 70 -52 6.3 -3.2
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 1.2 60 -42 6.4 -3.1
FDM First Trust Dow Jones Select MicroCap Index Fund 1.2 60 -42 7.6 -1.9
ITA iShares U.S. Aerospace & Defense ETF 1.2 40 -22 1.7 -7.8
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.2 52 -34 7.8 -1.7
FCG First Trust Natural Gas ETF 1.2 60 -42 14.1 +4.6
PFI Invesco Dorsey Wright Financial Momentum ETF 1.1 60 -42 5.9 -3.6
BLCR iShares Large Cap Core Active ETF 1.1 36 -18 4.8 -4.7
FTRI First Trust Indxx Global Natural Resources Income ETF 1.1 70 -52 9.6 +0.1
PSI Invesco Semiconductors ETF 1.1 57 -39 6.1 -3.4
SHPP Pacer Industrials and Logistics ETF 1.1 60 -42 9.2 -0.3
IEDI iShares U.S. Consumer Focused ETF 1.1 18 0 5.4 -4.1
FXL First Trust Technology AlphaDEX Fund 1.1 61 -43 5.3 -4.2
ONEO SPDR Russell 1000 Momentum Focus ETF 1.1 20 -2 7.0 -2.5
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 1.1 5 13 7.3 -2.2
MGMT Ballast Small/Mid Cap ETF 1.1 110 -92 7.8 -1.7
GDIV Harbor Dividend Growth Leaders ETF 1.1 50 -32 5.7 -3.8
TAN Invesco Solar ETF 1.1 67 -49 9.6 +0.1
SXQG ETC 6 Meridian Quality Growth ETF 1.1 100 -82 5.2 -4.3
FXO First Trust Financials AlphaDEX Fund 1.1 62 -44 8.0 -1.5
VHT Vanguard Health Care ETF 1.1 10 8 5.7 -3.8
INDS Pacer Industrial Real Estate ETF 1.1 55 -37 5.5 -4.0
FHLC Fidelity MSCI Health Care Index ETF 1.1 8 10 5.9 -3.6
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.0 12 6 5.0 -4.5
XAR SPDR S&P Aerospace & Defense ETF 1.0 35 -17 2.7 -6.8
MISL First Trust Indxx Aerospace & Defense ETF 1.0 60 -42 2.8 -6.7
AFLG First Trust Active Factor Large Cap ETF 1.0 55 -37 6.5 -3.0
ROBO ROBO Global Robotics & Automation Index ETF 1.0 95 -77 3.5 -6.0
IPDP Dividend Performers ETF 1.0 122 -104 5.0 -4.5
FXU First Trust Utilities AlphaDEX Fund 1.0 64 -46 5.4 -4.1
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.0 65 -47 2.5 -7.0
DESK VanEck Office and Commercial REIT ETF 1.0 50 -32 11.9 +2.4
ACTV LeaderShares Activist Leaders ETF 1.0 75 -57 6.4 -3.1
VUSE Vident U.S. Equity Strategy ETF 1.0 50 -32 4.8 -4.7
TRFM AAM Transformers ETF 1.0 49 -31 1.2 -8.3
VCLN Virtus Duff & Phelps Clean Energy ETF 1.0 59 -41 4.7 -4.8
IWR iShares Russell Midcap ETF 1.0 19 -1 5.9 -3.6
ZAP Global X U.S. Electrification ETF 1.0 50 -32 4.1 -5.4
CNRG SPDR S&P Kensho Clean Power ETF 1.0 45 -27 -2.1 -11.6
SRET Global X SuperDividend REIT ETF 1.0 59 -41 9.7 +0.2
SNSR Global X Internet of Things ETF 1.0 68 -50 4.7 -4.8
PKB Invesco Building & Construction ETF 0.9 62 -44 5.9 -3.6
PUI Invesco Dorsey Wright Utilities Momentum ETF 0.9 60 -42 5.6 -3.9
BOUT Innovator IBD Breakout Opportunities ETF 0.9 81 -63 4.5 -5.0
BOTZ Global X Robotics & Artificial Intelligence ETF 0.9 69 -51 2.5 -7.0
CARZ First Trust NASDAQ Global Auto Index Fund 0.9 70 -52 3.7 -5.8
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 0.9 60 -42 8.0 -1.5
AZTD Aztlan Global Stock Selection DM SMID ETF 0.9 75 -57 6.7 -2.8
RNEW VanEck Green Infrastructure ETF 0.9 45 -27 -0.9 -10.4
PJP Invesco Pharmaceuticals ETF 0.9 57 -39 7.0 -2.5
DRLL Strive U.S. Energy ETF 0.9 41 -23 7.4 -2.1
SIMS SPDR S&P Kensho Intelligent Structures ETF 0.9 45 -27 -8.0 -17.5
SOXX iShares Semiconductor ETF 0.9 35 -17 7.1 -2.4
ICLN iShares Global Clean Energy ETF 0.9 41 -23 5.7 -3.8
RITA ETFB Green SRI REITs ETF 0.9 50 -32 5.2 -4.3
AVLV Avantis U.S. Large Cap Value ETF 0.9 15 3 7.6 -1.9
FTXN First Trust Nasdaq Oil & Gas ETF 0.9 60 -42 8.5 -1.0
IBRN iShares Neuroscience and Healthcare ETF 0.9 47 -29 -5.4 -14.9
FCPI Fidelity Stocks for Inflation ETF 0.8 15 3 8.2 -1.3
SOCL Global X Social Media ETF 0.8 65 -47 -8.0 -17.5
TMFS Motley Fool Small-Cap Growth ETF 0.8 85 -67 3.9 -5.6
PICK iShares MSCI Global Metals & Mining Producers ETF 0.8 39 -21 12.9 +3.4
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 0.8 60 -42 6.6 -2.9
IHI iShares U.S. Medical Devices ETF 0.8 40 -22 3.9 -5.6
PSP Invesco Global Listed Private Equity ETF 0.8 106 -88 8.0 -1.5
HAUS Residential REIT ETF 0.8 60 -42 5.0 -4.5
FRNW Fidelity Clean Energy ETF 0.8 39 -21 3.5 -6.0
EVX VanEck Environmental Services ETF 0.8 55 -37 19.8 +10.4
GURU Global X Guru Index ETF 0.8 75 -57 1.9 -7.6
IBUY Amplify Online Retail ETF 0.8 65 -47 1.6 -7.9
PBD Invesco Global Clean Energy ETF 0.8 75 -57 -4.5 -14.0
PPH VanEck Pharmaceutical ETF 0.8 36 -18 8.9 -0.6
XT iShares Exponential Technologies ETF 0.8 46 -28 4.8 -4.7
NURE Nuveen Short-Term REIT ETF 0.8 35 -17 5.8 -3.7
DEUS Xtrackers Russell US Multifactor ETF 0.8 17 1 7.2 -2.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.7 49 -31 4.9 -4.6
VT Vanguard Total World Stock ETF 0.7 7 11 5.6 -3.9
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 0.7 40 -22 4.7 -4.8
ANEW ProShares MSCI Transformational Changes ETF 0.7 45 -27 3.8 -5.7
FOVL iShares Focused Value Factor ETF 0.7 25 -7 8.9 -0.6
PTEC Global X PropTech ETF 0.7 50 -32 1.5 -8.0
SBIO ALPS Medical Breakthroughs ETF 0.7 50 -32 -0.7 -10.2
DVY iShares Select Dividend ETF 0.7 38 -20 8.4 -1.1
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 0.7 65 -47 -1.0 -10.5
TRFK Pacer Data and Digital Revolution ETF 0.7 60 -42 4.2 -5.3
IGM iShares Expanded Tech Sector ETF 0.7 41 -23 4.7 -4.8
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 0.7 60 -42 5.0 -4.5
HDUS Hartford Disciplined US Equity ETF 0.7 19 -1 6.1 -3.4
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.7 46 -28 4.7 -4.8
TMFM Motley Fool Mid-Cap Growth ETF 0.7 85 -67 4.8 -4.7
HAIL SPDR S&P Kensho Smart Mobility ETF 0.7 45 -27 -1.7 -11.2
SPRE SP Funds S&P Global REIT Sharia ETF 0.7 55 -37 4.8 -4.7
JHMM John Hancock Multifactor Mid Cap ETF 0.7 42 -24 6.6 -2.9
SOXQ Invesco PHLX Semiconductor ETF 0.7 19 -1 5.6 -3.9
KBWP Invesco KBW Property & Casualty Insurance ETF 0.7 35 -17 5.8 -3.7
RNRG Global X Renewable Energy Producers ETF 0.7 66 -48 5.9 -3.6
CRUZ Defiance Hotel Airline and Cruise ETF 0.7 45 -27 -5.0 -14.4
FAN First Trust Global Wind Energy ETF 0.7 60 -42 5.4 -4.1
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.7 56 -38 12.2 +2.8
PTF Invesco Dorsey Wright Technology Momentum ETF 0.7 60 -42 2.0 -7.5
HELX Franklin Genomic Advancements ETF 0.7 50 -32 0.5 -9.0
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.6 38 -20 5.8 -3.7
WDNA WisdomTree BioRevolution Fund 0.6 45 -27 -4.5 -14.0
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.6 58 -40 4.8 -4.7
GLRY Inspire Faithward Mid Cap Momentum ETF 0.6 80 -62 6.8 -2.7
VALQ American Century U.S. Quality Value ETF 0.6 29 -11 7.3 -2.2
EDOC Global X Telemedicine & Digital Health ETF Registered 0.6 68 -50 -3.4 -12.9
EIPX FT Energy Income Partners Strategy ETF 0.6 95 -77 6.0 -3.5
FILL iShares MSCI Global Energy Producers ETF 0.6 39 -21 9.5 +0.0
EBIZ Global X E-Commerce ETF 0.6 50 -32 2.0 -7.5
FDHT Fidelity Digital Health ETF 0.6 39 -21 -2.2 -11.7
FDL First Trust Morningstar Dividend Leaders Index Fund 0.6 45 -27 8.9 -0.6
NATO Themes Transatlantic Defense ETF 0.6 35 -17 2.8 -6.7
PFM Invesco Dividend Achievers ETF 0.6 53 -35 5.5 -4.0
JQUA JPMorgan U.S. Quality Factor ETF 0.6 12 6 6.1 -3.4
JETS U.S. Global Jets ETF 0.6 60 -42 -16.2 -25.7
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.6 39 -21 -1.7 -11.2
IVRA Invesco Real Assets ESG ETF 0.6 59 -41 5.1 -4.4
BYRE Principal Real Estate Active Opportunities ETF 0.6 65 -47 5.2 -4.3
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.6 50 -32 6.0 -3.5
BOTT Themes Robotics & Automation ETF 0.6 35 -17 4.6 -4.9
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 0.6 41 -23 9.1 -0.4
SLX VanEck Steel ETF 0.6 56 -38 22.4 +12.9
VEGI iShares MSCI Agriculture Producers ETF 0.6 39 -21 8.7 -0.7
LRGF iShares U.S. Equity Factor ETF 0.6 8 10 5.9 -3.6
VIG Vanguard Dividend Appreciation ETF 0.6 6 12 5.8 -3.7
PY Principal Value ETF 0.6 15 3 7.3 -2.2
ONLN ProShares Online Retail ETF 0.6 58 -40 3.1 -6.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.6 18 0 7.8 -1.7
TINY ProShares Nanotechnology ETF 0.5 58 -40 1.4 -8.1
IYC iShares U.S. Consumer Discretionary ETF 0.5 40 -22 3.8 -5.7
IQRA IQ CBRE Real Assets ETF 0.5 65 -47 5.2 -4.3
DWLD Davis Select Worldwide ETF 0.5 63 -45 6.5 -3.0
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 0.5 15 3 7.7 -1.8
FLQL Franklin LibertyQ U.S. Equity ETF 0.5 15 3 6.0 -3.5
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.5 70 -52 3.2 -6.3
PBE Invesco Biotechnology & Genome ETF 0.5 58 -40 1.9 -7.6
FFND Future Fund Active ETF 0.5 100 -82 1.1 -8.4
GNOM Global X Genomics & Biotechnology ETF 0.5 50 -32 -5.0 -14.5
DIVB iShares Core Dividend ETF 0.5 5 13 7.6 -1.9
AVES Avantis Emerging Markets Value ETF 0.5 36 -18 11.0 +1.5
AIRL Themes Airlines ETF 0.5 35 -17 -16.6 -26.1
STCE Schwab Crypto Thematic ETF 0.5 30 -12 0.0 -9.5
SMOG VanEck Low Carbon Energy ETF 0.5 61 -43 2.4 -7.1
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.5 56 -38 6.7 -2.8
TPYP Tortoise North American Pipeline Fund 0.5 40 -22 4.3 -5.2
BOAT SonicShares Global Shipping ETF 0.5 69 -51 39.5 +30.0
SUPL ProShares Supply Chain Logistics ETF 0.5 58 -40 13.8 +4.3
EATV VegTech Plant-based Innovation & Climate ETF 0.5 75 -57 3.6 -5.9
QDEF FlexShares Quality Dividend Defensive Index Fund 0.5 37 -19 6.2 -3.3
JAVA JPMorgan Active Value ETF 0.5 44 -26 5.9 -3.6
IHAK iShares Cybersecurity & Tech ETF 0.5 47 -29 3.4 -6.1
BLCV iShares Large Cap Value Active ETF 0.5 53 -35 8.1 -1.4
FELC Fidelity Enhanced Large Cap Core ETF 0.5 18 0 5.6 -3.9
SHLD Global X Defense Tech ETF 0.5 50 -32 3.9 -5.6
REVS Columbia Research Enhanced Value ETF 0.5 19 -1 7.6 -1.9
MOTO SmartETFs Smart Transportation & Technology ETF 0.5 68 -50 7.0 -2.5
SSPX Janus Henderson U.S. Sustainable Equity ETF 0.5 55 -37 4.4 -5.1
IDU iShares U.S. Utilities ETF 0.5 40 -22 5.0 -4.5
OCEN IQ Clean Oceans ETF 0.5 45 -27 6.6 -2.9
XITK SPDR FactSet Innovative Technology ETF 0.5 45 -27 -5.5 -15.0
BMED Future Health ETF 0.5 85 -67 0.1 -9.4
AGNG Global X Aging Population ETF 0.5 50 -32 4.0 -5.5
IDRV iShares Self-driving EV & Tech ETF 0.5 47 -29 3.4 -6.1
BEDZ AdvisorShares Hotel ETF 0.5 100 -82 0.4 -9.1
CUT Invesco MSCI Global Timber ETF 0.5 61 -43 8.7 -0.8
IVEG iShares Emergent Food and AgTech Multisector ETF 0.5 47 -29 8.3 -1.2
PNQI Invesco NASDAQ Internet ETF 0.5 60 -42 2.4 -7.1
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 0.5 75 -57 5.6 -3.9
FBT First Trust NYSE Arca Biotechnology Index Fund 0.5 56 -38 3.0 -6.5
ROKT SPDR S&P Kensho Final Frontiers ETF 0.5 45 -27 2.4 -7.1
FSST Fidelity Sustainable U.S. Equity ETF 0.5 59 -41 2.2 -7.3
RAFE PIMCO RAFI ESG U.S. ETF 0.5 29 -11 7.8 -1.7
ISHP First Trust Nasdaq Retail ETF 0.5 60 -42 2.8 -6.7
MOTE VanEck Morningstar ESG Moat ETF 0.5 49 -31 6.0 -3.5
LGRO Level Four Large Cap Growth Active ETF 0.5 55 -37 4.5 -5.0
PBJ Invesco Food & Beverage ETF 0.5 57 -39 6.0 -3.5
NVIR Horizon Kinetics Energy and Remediation ETF 0.5 85 -67 1.7 -7.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.5 9 9 5.4 -4.1
BBP Virtus LifeSci Biotech Products ETF 0.4 79 -61 0.0 -9.5
BETZ Roundhill Sports Betting & iGaming ETF 0.4 75 -57 1.4 -8.1
BJK VanEck Gaming ETF 0.4 65 -47 1.5 -8.0
JRE Janus Henderson U.S. Real Estate ETF 0.4 65 -47 5.9 -3.6
STXV Strive 1000 Value ETF 0.4 18 0 7.8 -1.7
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 0.4 75 -57 7.9 -1.6
BNGE First Trust S-Network Streaming and Gaming ETF 0.4 70 -52 -3.3 -12.7
PRNT 3D Printing ETF 0.4 66 -48 0.6 -8.9
CCMG CCM Global Equity ETF 0.4 34 -16 7.3 -2.2
VONV Vanguard Russell 1000 Value ETF 0.4 8 10 6.5 -3.0
GVUS Marketbeta Russell 1000 Value Equity ETF 0.4 12 6 6.4 -3.1
UFO Procure Space ETF 0.4 75 -57 -0.9 -10.4
IWD iShares Russell 1000 Value ETF 0.4 19 -1 6.3 -3.2
SKYY First Trust Cloud Computing ETF 0.4 60 -42 3.9 -5.6
DGRO iShares Core Dividend Growth ETF 0.4 8 10 6.4 -3.1
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 0.4 55 -37 4.8 -4.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.4 15 3 8.9 -0.6
PSR Invesco Active U.S. Real Estate Fund 0.4 35 -17 6.0 -3.5
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.4 40 -22 3.9 -5.6
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.4 79 -61 5.0 -4.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.4 14 4 5.2 -4.3
TTAC FCF US Quality ETF 0.4 59 -41 5.9 -3.6
BBC Virtus LifeSci Biotech Clinical Trials ETF 0.4 79 -61 0.0 -9.5
EBLU Ecofin Global Water ESG Fund 0.4 40 -22 4.9 -4.6
BULD Pacer BlueStar Engineering the Future ETF 0.4 60 -42 1.7 -7.8
ARB AltShares Merger Arbitrage ETF 0.4 77 -59 4.3 -5.2
ECLN First Trust EIP Carbon Impact ETF 0.4 96 -78 4.5 -5.0
EMLP First Trust North American Energy Infrastructure Fund 0.4 95 -77 4.8 -4.7
FELG Fidelity Enhanced Large Cap Growth ETF 0.4 18 0 5.1 -4.4
IGV iShares Expanded Tech-Software Sector ETF 0.4 41 -23 2.7 -6.8
MAKX ProShares S&P Kensho Smart Factories ETF 0.4 58 -40 0.2 -9.3
WFH Direxion Work From Home ETF 0.4 45 -27 5.9 -3.6
RAYS Global X Solar ETF 0.4 51 -33 6.6 -2.9
NBCC Neuberger Berman Next Generation Connected Consumer ETF 0.4 56 -38 1.3 -8.2
IDNA iShares Genomics Immunology and Healthcare ETF 0.4 47 -29 -4.9 -14.4
TBG TBG Dividend Focus ETF 0.4 59 -41 6.9 -2.6
PINK Simplify Health Care ETF 0.4 50 -32 4.2 -5.3
NANC Unusual Whales Subversive Democratic Trading ETF 0.3 75 -57 4.3 -5.2
CIBR First Trust NASDAQ Cybersecurity ETF 0.3 60 -42 4.0 -5.5
FFTY Innovator IBD 50 ETF 0.3 80 -62 -0.2 -9.7
PSIL AdvisorShares Psychedelics ETF 0.3 99 -81 -5.6 -15.1
QLV FlexShares US Quality Low Volatility Index Fund 0.3 22 -4 5.7 -3.8
VIDI Vident International Equity Strategy ETF 0.3 61 -43 9.5 0.0
MEDX Horizon Kinetics Medical ETF 0.3 85 -67 1.1 -8.4
DSI iShares MSCI KLD 400 Social ETF 0.3 25 -7 5.5 -4.0
RTH VanEck Retail ETF 0.3 35 -17 6.5 -3.0
FVAL Fidelity Value Factor ETF 0.3 15 3 7.2 -2.3
IYJ iShares U.S. Industrials ETF 0.3 40 -22 4.8 -4.7
EIPI FT Energy Income Partners Enhanced Income ETF 0.3 110 -92 5.3 -4.2
VERS ProShares Metaverse ETF 0.3 58 -40 -11.2 -20.6
FTAG First Trust Indxx Global Agriculture ETF 0.3 70 -52 9.0 -0.5
DRIV Global X Autonomous & Electric Vehicles ETF 0.3 68 -50 5.5 -4.0
FDCF Fidelity Disruptive Communications ETF 0.3 50 -32 3.4 -6.1
BATT Amplify Lithium & Battery Technology ETF 0.3 59 -41 -0.3 -9.8
DMAT Global X Disruptive Materials ETF 0.3 59 -41 10.2 +0.7
FXZ First Trust Materials AlphaDEX Fund 0.3 61 -43 12.7 +3.2
GMET VanEck Green Metals ETF 0.3 63 -45 10.9 +1.4
IYM iShares U.S. Basic Materials ETF 0.3 40 -22 7.0 -2.5
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 0.3 72 -54 -0.9 -10.4
REMX VanEck Rare Earth/Strategic Metals ETF 0.3 54 -36 13.8 +4.3
SAMT Strategas Macro Thematic Opportunities ETF 0.3 65 -47 3.7 -5.8
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 0.3 85 -67 10.5 +1.0
ZSB USCF Sustainable Battery Metals Strategy Fund 0.3 61 -43 22.2 +12.7
SETM Sprott Energy Transition Materials ETF 0.3 65 -47 7.4 -2.1
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.3 46 -28 8.9 -0.6
ICAP InfraCap Equity Income Fund ETF 0.3 171 -153 5.9 -3.6
SPAM Themes Cybersecurity ETF 0.3 35 -17 1.8 -7.7
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 0.3 60 -42 9.4 -0.1
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 0.3 79 -61 5.3 -4.2
BLLD JPMorgan Sustainable Infrastructure ETF 0.3 49 -31 5.3 -4.2
SMH VanEck Semiconductor ETF 0.3 35 -17 5.8 -3.7
IWTR iShares MSCI Water Management Multisector ETF 0.3 47 -29 5.7 -3.8
RUNN Running Oak Efficient Growth ETF 0.3 58 -40 5.1 -4.4
PTH Invesco Dorsey Wright Healthcare Momentum ETF 0.3 60 -42 -2.5 -11.9
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 0.3 65 -47 4.8 -4.7
AIQ Global X Artificial Intelligence & Technology ETF 0.3 68 -50 3.9 -5.6
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 0.3 68 -50 4.1 -5.4
BLOK Amplify Transformational Data Sharing ETF 0.3 75 -57 0.8 -8.7
ACVF American Conservative Values ETF 0.3 75 -57 4.5 -5.0
QMOM Alpha Architect U.S. Quantitative Momentum ETF 0.3 39 -21 4.1 -5.4
LBO WHITEWOLF Publicly Listed Private Equity ETF 0.3 70 -52 9.6 +0.1
TOGA Tremblant Global ETF 0.3 69 -51 1.9 -7.6
FTXG First Trust Nasdaq Food & Beverage ETF 0.2 60 -42 7.0 -2.5
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.2 47 -29 5.5 -4.0
PTL Inspire 500 ETF 0.2 9 9 6.1 -3.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.2 15 3 5.3 -4.2
LFSC F/m Emerald Life Sciences Innovation ETF 0.2 79 -61 -3.0 -12.4
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.2 70 -52 3.2 -6.3
TOKE Cambria Cannabis ETF 0.2 42 -24 -1.6 -11.1
FLRG Fidelity U.S. Multifactor ETF 0.2 15 3 8.3 -1.2
VEGN US Vegan Climate ETF 0.2 60 -42 4.8 -4.7
FBCG Fidelity Blue Chip Growth ETF 0.2 59 -41 3.3 -6.2
IYH iShares U.S. Healthcare ETF 0.2 40 -22 6.6 -2.9
IYF iShares U.S. Financials ETF 0.2 40 -22 5.6 -3.9
PRN Invesco Dorsey Wright Industrials Momentum ETF 0.2 60 -42 3.7 -5.8
DGRW WisdomTree US Quality Dividend Growth Fund 0.2 28 -10 5.7 -3.8
GNR SPDR S&P Global Natural Resources ETF 0.2 40 -22 9.6 +0.1
LUX Tema Luxury ETF 0.2 75 -57 3.0 -6.5
GGME Invesco Next Gen Media and Gaming ETF 0.2 60 -42 3.8 -5.7
IWB iShares Russell 1000 ETF 0.2 15 3 5.2 -4.3
VONE Vanguard Russell 1000 ETF 0.2 8 10 5.2 -4.3
FXG First Trust Consumer Staples AlphaDEX Fund 0.2 63 -45 7.6 -1.9
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 0.2 75 -57 -1.2 -10.7
RECS Columbia Research Enhanced Core ETF 0.2 15 3 6.2 -3.3
PRAY FIS Christian Stock Fund 0.2 69 -51 6.4 -3.1
CNCR Range Cancer Therapeutics ETF 0.2 79 -61 0.0 -9.5
RJMG FT Raymond James Multicap Growth Equity ETF 0.2 85 -67 2.5 -7.0
HDV iShares Core High Dividend ETF 0.2 8 10 6.8 -2.7
ISRA VanEck Israel ETF 0.2 59 -41 7.2 -2.3
ITEQ BlueStar Israel Technology ETF 0.2 75 -57 0.9 -8.6
QGRO American Century U.S. Quality Growth ETF 0.2 29 -11 3.9 -5.6
SCHK Schwab 1000 Index ETF 0.2 5 13 5.3 -4.2
PAWZ ProShares Pet Care ETF 0.2 50 -32 5.0 -4.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.2 15 3 5.0 -4.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.2 11 7 5.2 -4.3
IYY iShares Dow Jones U.S. ETF 0.2 20 -2 5.1 -4.4
THRO iShares U.S. Thematic Rotation Active ETF 0.2 90 -72 4.2 -5.3
TMAT Main Thematic Innovation ETF 0.2 164 -146 -1.3 -10.8
APUE ActivePassive U.S. Equity ETF 0.2 45 -27 5.0 -4.5
JGRO JPMorgan Active Growth ETF 0.2 44 -26 4.1 -5.4
IGPT Invesco AI and Next Gen Software ETF 0.1 60 -42 4.3 -5.2
TDV ProShares S&P Technology Dividend Aristocrats ETF 0.1 45 -27 6.0 -3.5
FMET Fidelity Metaverse ETF 0.1 39 -21 5.4 -4.1
DARP Grizzle Growth ETF 0.1 75 -57 4.1 -5.4
BUYZ Franklin Disruptive Commerce ETF 0.1 50 -32 2.1 -7.4
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.1 45 -27 3.6 -5.9
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.1 50 -32 4.7 -4.8
CRAK VanEck Oil Refiners ETF 0.1 61 -43 14.6 +5.1
TINT ProShares Smart Materials ETF 0.1 58 -40 7.3 -2.2
SYNB Putnam BioRevolution ETF 0.1 70 -52 2.8 -6.7
FMED Fidelity Disruptive Medicine ETF 0.1 50 -32 -1.0 -10.5
IWP iShares Russell Mid-Cap Growth ETF 0.1 23 -5 3.5 -6.0
IYW iShares U.S. Technology ETF 0.1 40 -22 4.9 -4.6
EATZ AdvisorShares Restaurant ETF 0.1 101 -83 7.7 -1.8
PEJ Invesco Leisure and Entertainment ETF 0.1 58 -40 -0.6 -10.1
WISE Themes Generative Artificial Intelligence ETF 0.1 35 -17 0.4 -9.1
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 -21 6.3 -3.2
LIVR Intelligent Livermore ETF 0.1 69 -51 5.1 -4.4
NDIV Amplify Natural Resources Dividend Income ETF 0.1 59 -41 10.2 +0.7
CTEC Global X CleanTech ETF 0.1 50 -32 2.6 -6.9
IBAT iShares Energy Storage & Materials ETF 0.1 47 -29 3.3 -6.2
DTAN Sparkline International Intangible Value ETF 0.1 55 -37 7.8 -1.7
SRVR Pacer Data & Infrastructure Real Estate ETF 0.1 55 -37 1.3 -8.2
DTCR Global X Data Center & Digital Infrastructure ETF 0.1 50 -32 4.2 -5.3
OALC OneAscent Large Cap Core ETF 0.1 86 -68 4.7 -4.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 -2 5.3 -4.2
WCLD WisdomTree Cloud Computing Fund 0.1 45 -27 1.6 -7.9
BKWO BNY Mellon Women's Opportunities ETF 0.1 50 -32 4.1 -5.4
IBLC iShares Blockchain and Tech ETF 0.1 47 -29 -1.3 -10.8
ARKG ARK Genomic Revolution ETF 0.1 75 -57 -4.9 -14.4
LRNZ TrueShares Technology, AI & Deep Learning ETF 0.1 69 -51 -0.7 -10.2
CANC Tema Oncology ETF 0.1 75 -57 -3.6 -13.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.1 19 -1 6.5 -3.0
JMOM JPMorgan U.S. Momentum Factor ETF 0.1 12 6 4.7 -4.8
AWAY ETFMG Travel Tech ETF 0.1 76 -58 -3.9 -13.4
BUG Global X Cybersecurity ETF 0.1 51 -33 2.6 -6.9
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 0.1 60 -42 3.7 -5.8
HERO Global X Video Games & Esports ETF 0.1 50 -32 3.9 -5.6
IYG iShares US Financial Services ETF 0.1 40 -22 5.2 -4.3
SPRX Spear Alpha ETF 0.1 75 -57 0.3 -9.2
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 14 6.6 -2.9
KROP Global X AgTech & Food Innovation ETF 0.1 50 -32 3.4 -6.1
SCHX Schwab U.S. Large-Cap ETF 0.1 3 15 5.3 -4.2
CLOU Global X Cloud Computing ETF 0.1 68 -50 2.0 -7.5
IYK iShares U.S. Consumer Staples ETF 0.1 40 -22 6.4 -3.1
SCHG Schwab U.S. Large-Cap Growth ETF 0.0 4 14 4.6 -4.9
IETC iShares U.S. Tech Independence Focused ETF 0.0 18 0 4.8 -4.7
JHML John Hancock Multifactor Large Cap ETF 0.0 29 -11 5.7 -3.8
STXD Strive 1000 Dividend Growth ETF 0.0 35 -17 5.4 -4.1
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 0.0 39 -21 4.5 -5.0
GLOF iShares Global Equity Factor ETF 0.0 20 -2 6.7 -2.8
GSPY Gotham Enhanced 500 ETF 0.0 50 -32 5.4 -4.1
HLAL Wahed FTSE USA Shariah ETF 0.0 50 -32 5.2 -4.3
VSLU Applied Finance Valuation Large Cap ETF 0.0 49 -31 6.0 -3.5
STXG Strive 1000 Growth ETF 0.0 18 0 4.4 -5.1
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.0 12 6 5.0 -4.5
IWF iShares Russell 1000 Growth ETF 0.0 19 -1 4.9 -4.6
VONG Vanguard Russell 1000 Growth ETF 0.0 8 10 5.0 -4.5
DFLV Dimensional US Large Cap Value ETF 0.0 22 -4 7.7 -1.8
AVSD Avantis Responsible International Equity ETF 0.0 23 -5 6.9 -2.6

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

  2019 2020 2021 2022 2023 2024E 2025E
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
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 iShares S&P Small-Cap 600 Value 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 11.2 %
Divided by: Fwd. P/BV 1.2 x
Less: Expense ratio 18 bp
Equals: ALTAR Score 9.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.73 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.