iShares Core S&P U.S. Value ETF
ALTAR
Score™
6.4% info Recommen-
dation
OVERWEIGHT
2021E    2022E
P/E
ratio
16.7x P/Sales
ratio
1.8x
P/BV
ratio
2.5x Div.
yield
2.1%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
iShares Core U.S. Value Fund seeks investment results that correspond to the price and yield performance of the large cap growth sector of the U.S. stock market, as represented by the Russell 3000 Value Index.

FUND BASICS
Category US Equities
Fund Sponsor Barclays Global Investors
Website www.ishares.com
Inception date Jul 24, 2000
Assets (mns) $10,639
Currency USD
Expense ratio 4 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 739
Wgt avg mkt cap (mns) $159,447
Large cap (>$10bn) 93.1%
Mid cap ($2-10bn) 6.8%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
BERKSHIRE HATHAWAY INC-CL B 2.8 %
JPMORGAN CHASE & CO 2.6 %
WALT DISNEY CO/THE 1.8 %
BANK OF AMERICA CORP 1.7 %
JOHNSON & JOHNSON 1.4 %
PFIZER INC 1.3 %
CISCO SYSTEMS INC 1.3 %
EXXON MOBIL CORP 1.3 %
VERIZON COMMUNICATIONS INC 1.2 %
INTEL CORP 1.2 %
Total 16.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 95.0 %
IRELAND 2.5 %
BRITAIN 1.2 %
SWITZERLAND 0.6 %
NETHERLANDS 0.3 %
BERMUDA 0.1 %





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.
19.6% 34.6% 12.3% 13.2% 7.8%

Market Correlations
versus... Beta R-squared
S&P500 1.04 91%
MSCI EAFE 1.03 87%
MSCI Emg. Mkts. 0.80 66%

Technical Indicators
Recent close $72.39
30d moving avg. $73.07
Annualized volatility 20.1%
Short interest (ETF) 0.2%
Short interest (Underlying) 1.8%
Relative strength (RSI) 45

Liquidity measures
Avg. volume (thou.) 519
Turnover 0.4%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $209,796

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 945 potential alternatives to the iShares Core S&P U.S. Value ETF ETF based on the alternatives' overlap in portfolio holdings with IUSV. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IUSV Expense: 4 bp ALTAR Score™: 6.4%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IUSV
Ticker Fund
Name
Overlap1
vs IUSV
(%)
Expense
ratio
(bp)
Savings
vs IUSV
(bp)
ALTAR
Score™
(%)
ALTAR
vs IUSV
(%)
SPYV SPDR Portfolio S&P 500 Value ETF 93.0 4 0 6.3 -0.1
IVE iShares S&P 500 Value ETF 93.0 18 -14 6.2 -0.2
VOOV Vanguard S&P 500 Value ETF 92.9 10 -6 6.3 -0.1
ILCV iShares Morningstar Value ETF 77.6 4 0 6.4 +0.1
VONV Vanguard Russell 1000 Value Index Fund 76.3 8 -4 6.2 -0.1
IWD iShares Russell 1000 Value ETF 76.3 19 -15 6.1 -0.2
SCHV Schwab U.S. Large-Cap Value ETF 74.3 4 0 6.2 -0.2
PRF Invesco FTSE RAFI US 1000 ETF 72.6 39 -35 6.0 -0.3
VTV Vanguard Value Index Fund 71.9 4 0 6.7 +0.4
FNDX Schwab Fundamental U.S. Large Co. Index ETF 69.9 25 -21 5.9 -0.5
VLU SPDR S&P 1500 Value Tilt ETF 68.6 12 -8 6.4 +0.1
FNDB Schwab Fundamental U.S. Broad Market Index ETF 68.1 25 -21 5.8 -0.5
SPXT ProShares S&P 500 Ex-Technology ETF 63.7 27 -23 4.9 -1.4
DIVB iShares U.S. Dividend & Buyback ETF 60.8 25 -21 6.0 -0.3
QVML Invesco S&P 500 QVM Multi-factor ETF 59.7 11 -7 4.8 -1.6
PBP Invesco S&P 500 BuyWrite ETF 59.2 49 -45 4.3 -2.0
EPS WisdomTree U.S. Earnings 500 Fund 59.1 8 -4 6.1 -0.2
SPTM SPDR Portfolio Total Stock Market ETF 59.1 3 1 5.0 -1.4
SPY SPDR S&P 500 ETF Trust 59.0 9 -5 4.8 -1.5
XYLG Global X S&P 500 Covered Call & Growth ETF 58.9 60 -56 4.3 -2.1
SPLG SPDR Portfolio S&P 500 ETF 58.9 3 1 4.9 -1.5
IVV iShares Core S&P 500 ETF 58.8 3 1 4.9 -1.5
XRMI Global X S&P 500 Risk Managed Income ETF 58.8 60 -56 4.4 -1.9
VOO VANGUARD S&P 500 ETF 58.8 3 1 4.9 -1.5
IUS Invesco Strategic US ETF 58.7 19 -15 6.0 -0.4
JHML John Hancock Multifactor Large Cap ETF 58.4 29 -25 4.9 -1.4
IWX iShares Russell Top 200 Value ETF 58.3 20 -16 6.3 -0.1
XVOL Acruence Active Hedge U.S. Equity ETF 58.3 83 -79 4.1 -2.3
MGV Vanguard Mega Cap Value ETF 58.0 7 -3 6.8 +0.4
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 57.7 20 -16 4.8 -1.6
XTR Global X S&P 500 Tail Risk ETF 57.7 60 -56 4.5 -1.9
XCLR Global X S&P 500 Collar 95-110 ETF 57.4 60 -56 4.5 -1.9
DTD WisdomTree U.S.Total Dividend Fund 57.4 28 -24 6.4 +0.0
SPXE ProShares S&P 500 Ex-Energy ETF 57.2 27 -23 4.8 -1.6
IYY iShares Dow Jones U.S. ETF 56.4 20 -16 4.6 -1.8
SCHX Schwab U.S. Large-Cap ETF 56.3 3 1 4.7 -1.6
RWL Invesco S&P 500 Revenue ETF 56.3 39 -35 6.1 -0.2
VONE Vanguard Russell 1000 ETF 56.0 8 -4 4.7 -1.7
SCHK Schwab 1000 Index ETF 55.9 5 -1 4.7 -1.7
IWB iShares Russell 1000 ETF 55.9 15 -11 4.6 -1.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 55.9 2 2 4.8 -1.6
ILCB iShares Morningstar U.S. Equity ETF 55.8 3 1 4.7 -1.6
VV Vanguard Large-Cap Index Fund 55.4 4 0 4.7 -1.7
DLN WisdomTree U.S. LargeCap Dividend Fund 55.2 28 -24 6.3 -0.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 55.0 7 -3 4.7 -1.7
MMTM SPDR S&P 1500 Momentum Tilt ETF 55.0 12 -8 4.7 -1.6
PBUS Invesco PureBeta MSCI USA ETF 54.9 4 0 4.8 -1.6
SCHB Schwab U.S. Broad Market ETF 54.4 3 1 4.6 -1.8
DFAU Dimensional US Core Equity Market ETF 54.3 12 -8 4.9 -1.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 54.2 3 1 4.5 -1.8
DFUS Dimensional U.S. Equity ETF 53.9 11 -7 4.7 -1.7
ACVF American Conservative Values ETF 53.8 75 -71 4.2 -2.2
VTI Vanguard Total Stock Market Index Fund 53.8 3 1 4.4 -1.9
IWV iShares Russell 3000 ETF 53.8 20 -16 4.4 -2.0
VTHR Vanguard Russell 3000 Index Fund 53.8 10 -6 4.5 -1.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 53.7 20 -16 4.8 -1.6
VYM Vanguard High Dividend Yield Index ETF 53.7 6 -2 6.9 +0.6
SPXV ProShares S&P 500 Ex-Health Care ETF 53.5 27 -23 4.4 -2.0
XVV iShares ESG Screened S&P 500 ETF 53.3 8 -4 4.7 -1.6
DGRO iShares Core Dividend Growth ETF 52.7 8 -4 6.3 -0.0
RSP Invesco S&P 500 Equal Weight ETF 52.2 20 -16 5.3 -1.1
MGC Vanguard Mega Cap Index Fund 51.5 7 -3 4.8 -1.6
CATH Global X S&P 500 Catholic Values Custom ETF 51.5 29 -25 4.5 -1.9
BKLC BNY Mellon US Large Cap Core Equity ETF 50.9 0 4 4.8 -1.6
EFIV SPDR S&P 500 ESG ETF 50.5 10 -6 4.8 -1.5
SPXN ProShares S&P 500 Ex-Financials ETF 50.4 27 -23 4.5 -1.9
IWL iShares Russell Top 200 ETF 50.2 15 -11 4.7 -1.7
AVUS Avantis U.S. Equity ETF 50.2 15 -11 5.3 -1.1
SNPE Xtrackers S&P 500 ESG ETF 50.0 10 -6 4.8 -1.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 49.5 15 -11 4.8 -1.5
DFAC Dimensional U.S. Core Equity 2 ETF 49.4 19 -15 5.2 -1.2
GSPY Gotham Enhanced 500 ETF 49.3 50 -46 5.0 -1.4
RAFE PIMCO RAFI ESG U.S. ETF 49.1 30 -26 6.7 +0.4
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 48.8 25 -21 5.0 -1.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 48.6 30 -26 5.7 -0.6
QUS SPDR MSCI USA StrategicFactors ETF 48.5 15 -11 5.2 -1.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 48.4 9 -5 4.9 -1.4
PFM Invesco Dividend Achievers ETF 48.3 53 -49 5.3 -1.0
ESGU iShares MSCI USA ESG Optimized ETF 48.3 15 -11 4.7 -1.7
ESG FlexShares STOXX US ESG Impact Index Fund 47.8 32 -28 4.6 -1.7
ESGV Vanguard ESG U.S. Stock ETF 47.3 12 -8 4.6 -1.7
EUSA iShares MSCI USA Equal Weighted ETF 46.6 15 -11 4.8 -1.5
IQSU IQ Candriam ESG US Equity ETF 46.4 9 -5 4.7 -1.7
RNLC Large Cap US Equity Select ETF 46.1 60 -56 5.4 -1.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 45.7 9 -5 5.3 -1.1
SFY SoFi Select 500 ETF 45.6 0 4 4.5 -1.8
EQWL Invesco Russell Top 200 Equal Weight ETF 45.5 25 -21 5.6 -0.7
SIZE iShares MSCI USA Size Factor ETF 44.8 15 -11 4.8 -1.5
VSLU Applied Finance Valuation Large Cap ETF 44.7 49 -45 5.3 -1.1
OEF iShares S&P 100 ETF 43.4 20 -16 4.5 -1.8
DYNF BlackRock U.S. Equity Factor Rotation ETF 43.3 30 -26 4.5 -1.9
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 43.1 49 -45 4.8 -1.6
DSI iShares MSCI KLD 400 Social ETF 42.9 25 -21 4.6 -1.7
KOKU Xtrackers MSCI Kokusai Equity ETF 42.3 9 -5 5.0 -1.3
CFA VictoryShares US 500 Volatility Weighted Index ETF 42.2 35 -31 5.4 -1.0
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 42.2 35 -31 5.4 -1.0
TOK iShares MSCI Kokusai ETF 42.1 25 -21 4.9 -1.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 41.9 10 -6 4.9 -1.5
SUSL iShares ESG MSCI USA Leaders ETF 41.8 10 -6 4.9 -1.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 41.1 60 -56 3.4 -3.0
WOMN Impact Shares YWCA Women's Empowerment ETF 40.9 75 -71 4.4 -1.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 40.9 19 -15 5.6 -0.8
JVAL JPMorgan U.S. Value Factor ETF 40.9 12 -8 7.2 +0.9
ROUS Hartford Multifactor US Equity ETF 40.9 19 -15 5.7 -0.7
NACP Impact Shares NAACP Minority Empowerment ETF 39.6 49 -45 4.6 -1.8
URTH iShares MSCI World ETF 39.5 24 -20 5.0 -1.4
RNDV US Equity Dividend Select ETF 39.4 50 -46 7.0 +0.7
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 39.3 29 -25 6.2 -0.1
FDRR Fidelity Dividend ETF for Rising Rates 39.1 29 -25 6.6 +0.3
PQLC PGIM QMA Strategic Alpha Large-Cap Core ETF 39.1 17 -13 6.1 -0.3
FEX First Trust Large Cap Core AlphaDEX Fund 38.9 59 -55 5.2 -1.1
EQAL Invesco Russell 1000 Equal Weight ETF 38.5 20 -16 5.2 -1.1
RESP WisdomTree US ESG Fund of Benef Interest 38.4 28 -24 5.7 -0.7
VFVA Vanguard U.S. Value Factor ETF 38.3 14 -10 8.6 +2.2
PLC Principal U.S. Large-Cap Multi-Factor Core Index ETF 38.1 15 -11 0.0 -6.4
RECS Columbia Research Enhanced Core ETF 37.6 15 -11 5.2 -1.2
MXDU Nationwide Maximum Diversification US Core Equity ETF 37.4 34 -30 3.9 -2.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 37.1 18 -14 6.1 -0.3
RBUS Nationwide Risk-Based U.S. Equity ETF 36.4 30 -26 5.3 -1.1
RVRS Reverse Cap Weighted U.S. Large Cap ETF 35.9 29 -25 5.4 -1.0
HKND Humankind US Stock ETF 35.9 209 -205 3.9 -2.5
FTA First Trust Large Cap Value AlphaDEX Fund 35.5 60 -56 7.7 +1.3
USXF iShares ESG Advanced MSCI USA ETF 35.4 10 -6 4.8 -1.6
ACWI iShares MSCI ACWI ETF 35.0 32 -28 5.2 -1.1
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 34.8 17 -13 6.4 +0.0
FVAL Fidelity Value Factor ETF 34.8 29 -25 7.2 +0.9
QWLD SPDR MSCI World StrategicFactors ETF 34.7 30 -26 5.3 -1.0
LOWC SPDR MSCI ACWI Low Carbon Target ETF 34.7 20 -16 5.3 -1.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 34.6 20 -16 5.3 -1.1
FAB First Trust Multi Cap Value AlphaDEX Fund 34.2 70 -66 7.9 +1.5
VIG Vanguard Dividend Appreciation Index Fund 33.8 6 -2 5.5 -0.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 33.7 9 -5 5.3 -1.1
FLQL Franklin LibertyQ U.S. Equity ETF 33.7 15 -11 6.4 +0.1
DGRW WisdomTree U.S. Quality Dividend Growth Fund 33.4 28 -24 6.4 +0.1
KRMA Global X Conscious Companies ETF 33.3 43 -39 5.1 -1.2
ONEO SPDR Russell 1000 Momentum Focus ETF 33.2 20 -16 6.5 +0.1
USMV iShares Edge MSCI Min Vol USA ETF 33.1 15 -11 5.1 -1.3
FVD First Trust Value Line Dividend Index Fund 33.1 70 -66 5.7 -0.7
AFLG First Trust Active Factor Large Cap ETF 33.0 55 -51 5.4 -1.0
VT Vanguard Total World Stock ETF 33.0 8 -4 5.4 -0.9
XLG Invesco S&P 500 Top 50 ETF 32.9 20 -16 4.2 -2.2
JQUA JPMorgan U.S. Quality Factor ETF 32.9 12 -8 5.2 -1.2
JMIN JPMorgan U.S. Minimum Volatility ETF 32.7 12 -8 5.5 -0.9
OUSA O'Shares FTSE US Quality Dividend ETF 32.6 48 -44 5.8 -0.6
TUSA First Trust Total US Market AlphaDEX ETF 32.6 70 -66 5.7 -0.6
FDVV Fidelity Core Dividend ETF 31.9 29 -25 6.5 +0.1
FUNL CornerCap Fundametrics Large-Cap ETF 31.5 50 -46 6.8 +0.4
VFMF Vanguard U.S. Multifactor ETF 31.4 19 -15 7.2 +0.8
REVS Columbia Research Enhanced Value ETF 31.3 19 -15 6.9 +0.6
HLGE Hartford Longevity Economy ETF 31.3 44 -40 6.2 -0.2
FLLV Franklin Liberty U.S. Low Volatility ETF 31.1 29 -25 5.0 -1.4
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 30.9 35 -31 5.0 -1.3
JDIV JPMorgan U.S. Dividend ETF 30.7 12 -8 7.1 +0.8
VEGN US Vegan Climate ETF 30.7 60 -56 4.0 -2.3
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 30.5 12 -8 4.9 -1.5
QLC FlexShares US Quality Large Cap Index Fund 30.3 32 -28 4.8 -1.5
HLAL Wahed FTSE USA Shariah ETF 30.3 50 -46 4.3 -2.0
FVL First Trust Value Line 100 ETF 30.0 70 -66 0.0 -6.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 30.0 49 -45 3.9 -2.4
VALQ American Century STOXX U.S. Quality Value ETF 29.6 29 -25 7.6 +1.2
FDMO Fidelity Momentum Factor ETF 29.5 29 -25 4.4 -2.0
WKLY SoFi Weekly Dividend ETF 29.5 49 -45 7.0 +0.6
PWV Invesco Dynamic Large Cap Value ETF 29.1 56 -52 6.9 +0.5
SUSA iShares MSCI USA ESG Select ETF 28.4 25 -21 4.5 -1.9
DGT SPDR Global Dow ETF 28.4 50 -46 6.7 +0.4
IWR iShares Russell Midcap ETF 28.3 19 -15 4.6 -1.8
SPLV Invesco S&P 500 Low Volatility ETF 28.0 25 -21 5.6 -0.8
DURA VanEck Vectors Morningstar Durable Dividend ETF 28.0 29 -25 7.5 +1.2
ALTL Pacer Lunt Large Cap Alternator ETF 27.9 60 -56 5.1 -1.3
FQAL Fidelity Quality Factor ETF 27.8 29 -25 4.8 -1.6
LGLV SPDR Russell 1000 Low Volatility ETF 27.8 12 -8 4.6 -1.8
FDLO Fidelity Low Volatility Factor ETF 27.7 29 -25 4.7 -1.7
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 27.6 25 -21 5.9 -0.4
XOUT GraniteShares XOUT U.S. Large Cap ETF 27.3 60 -56 4.0 -2.3
IWS iShares Russell Mid-Cap Value ETF 27.2 24 -20 5.7 -0.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 27.2 29 -25 7.0 +0.6
IYF iShares U.S. Financials ETF 27.0 42 -38 5.7 -0.6
QDEF FlexShares Quality Dividend Defensive Index Fund 26.6 37 -33 5.9 -0.5
NULC Nuveen ESG Large-Cap ETF 26.5 20 -16 4.6 -1.7
DEF Invesco Defensive Equity ETF 26.5 53 -49 5.5 -0.8
SPMV Invesco S&P 500 Minimum Variance ETF 26.5 10 -6 5.0 -1.4
QDF FlexShares Quality Dividend Index Fund 26.5 37 -33 6.2 -0.2
IUSG iShares Core S&P US Growth ETF 26.4 4 0 4.1 -2.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 26.1 70 -66 5.1 -1.3
LSLT Salt Low truBeta US Market ETF 26.0 60 -56 5.5 -0.9
VLUE iShares MSCI USA Value Factor ETF 25.6 15 -11 10.1 +3.8
JEPI JPMorgan Equity Premium Income ETF 25.6 35 -31 4.8 -1.5
ESGG FlexShares STOXX Global ESG Impact Index Fund 25.6 42 -38 4.7 -1.6
QDYN FlexShares Quality Dividend Dynamic Index Fund 25.5 37 -33 6.0 -0.4
NULV Nuveen ESG Large-Cap Value ETF 25.4 35 -31 6.2 -0.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 25.4 75 -71 2.7 -3.7
VOOG Vanguard S&P 500 Growth ETF 25.4 10 -6 4.1 -2.3
SPYG SPDR Portfolio S&P 500 Growth ETF 25.4 4 0 4.1 -2.2
IVW iShares S&P 500 Growth ETF 25.4 18 -14 4.0 -2.4
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 25.2 20 -16 7.3 +1.0
AUSF Global X Adaptive U.S. Factor ETF 25.1 27 -23 7.7 +1.4
YLDE ClearBridge Dividend Strategy ESG ETF 25.0 60 -56 4.6 -1.8
IEFN iShares Evolved U.S. Financials ETF 24.8 18 -14 7.3 +1.0
SQEW LeaderShares Equity Skew ETF 24.8 75 -71 5.9 -0.5
USMF WisdomTree U.S. Multifactor Fund 24.7 28 -24 7.1 +0.7
RPV Invesco S&P 500 Pure Value ETF 24.7 35 -31 9.2 +2.9
ACIO Aptus Collared Income Opportunity ETF 24.5 79 -75 3.9 -2.5
VFMO Vanguard U.S. Momentum Factor ETF 24.5 13 -9 2.5 -3.8
TTAC TrimTabs US Free Cash Flow Quality ETF 24.3 59 -55 5.3 -1.1
STLV iShares Factors US Value Style ETF 24.3 25 -21 7.8 +1.5
DEW WisdomTree Global High Dividend Fund 24.2 58 -54 8.9 +2.5
IOO iShares Global 100 ETF 24.1 40 -36 4.8 -1.5
SIXA 6 Meridian Mega Cap Equity ETF 24.0 86 -82 6.2 -0.2
GBLO Global Beta Low Beta ETF 23.5 29 -25 7.8 +1.5
DTN WisdomTree U.S. Dividend ex-Financials Fund 23.5 38 -34 7.3 +1.0
IMCB iShares Morningstar Mid-Cap ETF 23.5 4 0 4.7 -1.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 23.5 4 0 4.7 -1.6
VFQY Vanguard U.S. Quality Factor ETF 23.2 13 -9 5.3 -1.1
SPQQ Siren Large Cap Blend Index ETF 23.2 20 -16 3.9 -2.4
ILCG iShares Morningstar Growth ETF 23.0 4 0 3.2 -3.1
SPVU Invesco S&P 500 Enhanced Value ETF 22.8 13 -9 8.8 +2.4
JHMF John Hancock Multifactor Financials ETF 22.7 40 -36 6.3 -0.0
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 22.7 75 -71 6.4 +0.1
SPHQ Invesco S&P 500 Quality ETF 22.7 15 -11 5.1 -1.3
ACWV iShares MSCI Global Min Vol Factor ETF 22.6 20 -16 5.3 -1.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 22.5 37 -33 7.4 +1.1
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 22.5 35 -31 7.4 +1.1
EDOW First Trust Dow 30 Equal Weight ETF 22.4 50 -46 5.6 -0.8
FMK First Trust Mega Cap AlphaDEX Fund 22.4 70 -66 0.0 -6.4
JMOM JPMorgan U.S. Momentum Factor ETF 22.3 12 -8 3.7 -2.6
FLV American Century Focused Large Cap Value ETF 22.2 42 -38 6.0 -0.4
TPLC Timothy Plan US Large Cap Core ETF 22.0 52 -48 4.7 -1.7
IMCV iShares Morningstar Mid-Cap Value ETF 21.9 6 -2 6.5 +0.1
DIA SPDR Dow Jones Industrial Average ETF Trust 21.8 16 -12 5.5 -0.9
JHMM John Hancock Multifactor Mid Cap ETF 21.6 42 -38 4.8 -1.6
QSY WisdomTree U.S. LargeCap Value Fund 21.4 38 -34 6.9 +0.5
LVOL American Century Low Volatility ETF 21.2 29 -25 4.6 -1.8
KLCD KFA Large Cap Quality Dividend Index ETF 21.2 42 -38 5.8 -0.6
FTHI First Trust High Income ETF 21.1 85 -81 5.8 -0.5
FTLB First Trust Hedged BuyWrite Income ETF 21.0 85 -81 5.8 -0.5
FNCL Fidelity MSCI Financials Index ETF 21.0 8 -4 6.9 +0.6
VFH Vanguard Financials Index Fund 21.0 10 -6 6.9 +0.5
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 21.0 60 -56 5.9 -0.5
ADME Aptus Drawdown Managed Equity ETF 21.0 79 -75 3.8 -2.5
ESGS Columbia Sustainable U.S. Equity Income ETF 20.9 35 -31 8.0 +1.6
AVDG AVDR US LargeCap ESG ETF 20.9 60 -56 5.1 -1.3
DSTL Distillate US Fundamental Stability & Value ETF 20.9 39 -35 7.1 +0.7
VONG Vanguard Russell 1000 Growth Index Fund 20.9 8 -4 3.8 -2.5
IWF iShares Russell 1000 Growth ETF 20.9 19 -15 3.7 -2.6
VTRN Victory Portfolios II VictoryShares Top Veteran Employers ET 20.9 60 -56 6.4 +0.1
MTUM iShares MSCI USA Momentum Factor ETF 20.7 15 -11 4.2 -2.1
DVY iShares Select Dividend ETF 20.3 39 -35 7.9 +1.5
FCPI Fidelity Stocks for Inflation ETF 20.2 29 -25 7.3 +1.0
SYV SPDR MFS Systematic Value Equity ETF 20.1 60 -56 0.0 -6.4
DJD Invesco Dow Jones Industrial Average Dividend ETF 19.9 7 -3 7.2 +0.9
VO Vanguard Mid-Cap Index Fund 19.8 4 0 4.3 -2.0
ONEV SPDR Russell 1000 Low Volatility Focus ETF 19.8 20 -16 6.2 -0.2
CCOR Core Alternative ETF 19.8 109 -105 4.4 -2.0
VUG Vanguard Growth Index Fund 19.6 4 0 3.5 -2.8
IXG iShares Global Financials ETF 19.6 46 -42 7.8 +1.4
XLF Financial Select Sector SPDR Fund 19.6 12 -8 6.6 +0.2
VFMV Vanguard U.S. Minimum Volatility ETF 19.5 13 -9 4.9 -1.5
HIPR Direxion High Growth ETF 19.5 40 -36 3.6 -2.7
SPVM Invesco S&P 500 Value with Momentum ETF 19.4 39 -35 7.5 +1.1
SDY SPDR S&P Dividend ETF 19.2 35 -31 6.2 -0.1
HDV iShares Core High Dividend ETF 19.2 8 -4 6.3 -0.0
TMFC Motley Fool 100 Index ETF 19.1 50 -46 3.3 -3.1
DHS WisdomTree U.S. High Dividend Fund 19.1 38 -34 8.1 +1.7
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 19.1 75 -71 5.2 -1.2
PSET Principal Price Setters Index ETF 19.1 15 -11 4.8 -1.5
RFDA RiverFront Dynamic US Dividend Advantage ETF 19.0 52 -48 4.9 -1.4
NOBL ProShares S&P 500 Dividend Aristocrats ETF 19.0 35 -31 5.5 -0.8
KVLE KFA Value Liner Dynamic Core Equity Index ETF 19.0 56 -52 5.1 -1.3
CLRG IQ Chaikin U.S. Large Cap ETF 18.9 25 -21 5.2 -1.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 18.8 65 -61 4.0 -2.3
FLRG Fidelity U.S. Multifactor ETF 18.7 29 -25 6.4 +0.1
SPYD SPDR S&P 500 High Dividend ETF 18.6 7 -3 8.1 +1.7
SPMO Invesco S&P 500 Momentum ETF 18.5 13 -9 3.8 -2.6
MAGA Point Bridge GOP Stock Tracker ETF 18.5 72 -68 4.8 -1.5
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 18.4 50 -46 2.8 -3.6
QUAL iShares MSCI Usa Quality Factor ETF 18.3 15 -11 4.9 -1.5
VSDA VictoryShares Dividend Accelerator ETF 17.9 35 -31 4.8 -1.6
QLV FlexShares US Quality Low Volatility Index Fund 17.8 22 -18 4.1 -2.3
VETS Pacer Military Times Best Employers ETF 17.5 60 -56 0.0 -6.4
BLES Inspire Global Hope Large Cap ETF 17.3 52 -48 5.3 -1.0
RYF Invesco S&P 500 Equal Weight Financials ETF 17.1 40 -36 7.0 +0.6
DIVZ TrueShares Low Volatility Equity Income ETF 17.1 65 -61 8.7 +2.4
IWY iShares Russell Top 200 Growth ETF 17.0 20 -16 4.0 -2.3
QDIV Global X S&P 500 Quality Dividend ETF 16.9 20 -16 6.7 +0.4
MGK Vanguard Mega Cap Growth ETF 16.9 7 -3 3.8 -2.6
SHE SPDR SSGA Gender Diversity Index ETF 16.9 20 -16 4.2 -2.2
FTCS First Trust Capital Strength ETF 16.9 56 -52 5.3 -1.1
RFFC RiverFront Dynamic US Flex-Cap ETF 16.7 52 -48 4.6 -1.7
IVLC Invesco US Large Cap Core ESG ETF 16.7 48 -44 4.3 -2.0
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 16.6 21 -17 3.2 -3.2
SIXL 6 Meridian Low Beta Equity Strategy ETF 16.6 88 -84 4.9 -1.5
DIVO Amplify YieldShares CWP Dividend & Option Income ETF 16.5 55 -51 4.9 -1.5
RDVY First Trust Rising Dividend Achievers ETF 16.5 50 -46 6.9 +0.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 16.3 24 -20 5.7 -0.6
DBLV AdvisorShares DoubleLine Value Equity ETF 16.3 91 -87 5.6 -0.7
LVHD Legg Mason Low Volatility High Dividend ETF 16.3 27 -23 6.8 +0.5
PZLD Puzzle Divdend Leaders 16.3 10 -6 5.8 -0.5
ONEY SPDR Russell 1000 Yield Focus ETF 16.2 20 -16 7.8 +1.4
MOAT VanEck Vectors Morningstar Wide Moat ETF 16.1 47 -43 5.5 -0.8
EQRR ProShares Equities for Rising Rates ETF 16.0 35 -31 6.2 -0.2
BFOR Barron's 400 ETF 16.0 70 -66 6.0 -0.3
VOE Vanguard Mid-Cap Value Index Fund 16.0 7 -3 6.2 -0.2
LRGF iShares Edge MSCI Multifactor USA ETF 15.9 20 -16 6.6 +0.2
IYG iShares US Financial Services ETF 15.7 42 -38 5.9 -0.5
EQOP Natixis U.S. Equity Opportunities ETF 15.6 90 -86 3.8 -2.6
ETHO Etho Climate Leadership U.S. ETF 15.5 48 -44 3.9 -2.5
GBDV Global Beta Smart Income ETF 15.4 29 -25 8.9 +2.6
ECOZ TrueMark ESG Active Opportunities ETF 15.3 58 -54 3.7 -2.7
FDL First Trust Morningstar Dividend Leaders Index Fund 15.2 45 -41 8.1 +1.8
XT iShares Exponential Technologies ETF 15.2 47 -43 4.7 -1.7
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 14.7 30 -26 7.9 +1.5
VFLQ Vanguard U.S. Liquidity Factor ETF 14.7 13 -9 2.9 -3.5
SCHD Schwab U.S. Dividend Equity ETF 14.6 6 -2 7.5 +1.1
BUZZ VanEck Vectors Social Sentiment ETF 14.5 75 -71 0.0 -6.3
VHT Vanguard Health Care Index Fund 14.5 10 -6 5.2 -1.1
FHLC Fidelity MSCI Health Care Index ETF 14.5 8 -4 5.2 -1.2
JHMH John Hancock Multifactor Healthcare ETF 14.4 40 -36 5.6 -0.8
IYJ iShares U.S. Industrials ETF 14.2 42 -38 5.1 -1.2
XLV Health Care Select Sector SPDR Fund 14.1 12 -8 6.9 +0.5
IXJ iShares Global Healthcare ETF 14.1 46 -42 6.0 -0.3
IYH iShares U.S. Healthcare ETF 14.1 43 -39 6.0 -0.4
RYH Invesco S&P 500 Equal Weight Health Care ETF 14.1 40 -36 5.9 -0.4
ACSI American Customer Satisfaction Core Alpha ETF 14.0 66 -62 4.4 -1.9
PY Principal Shareholder Yield Index ETF 13.8 15 -11 8.4 +2.1
JOET Virtus Terranova US Quality Momentum ETF 13.7 29 -25 4.4 -2.0
SDOG ALPS Sector Dividend Dogs ETF 13.4 40 -36 8.4 +2.1
VUSE Vident Core US Equity Fund 13.3 48 -44 8.0 +1.6
QTR Global X NASDAQ 100 Tail Risk ETF 13.3 60 -56 3.5 -2.8
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 13.3 60 -56 3.5 -2.9
QCLR Global X NASDAQ 100 Collar 95-110 ETF 13.3 60 -56 3.5 -2.9
QRMI Global X NASDAQ 100 Risk Managed Income ETF 13.3 60 -56 3.5 -2.9
QYLD Global X NASDAQ 100 Covered Call ETF 13.3 60 -56 3.4 -2.9
SDGA Impact Shares Sustainable Development Goals Global ETF 13.3 75 -71 5.5 -0.8
NUSI Nationwide Risk-Managed Income ETF 13.2 68 -64 3.4 -3.0
QQQM Invesco NASDAQ 100 ETF 13.2 15 -11 3.9 -2.4
QQQ Invesco QQQ Trust 13.2 20 -16 3.9 -2.5
WLDR Affinity World Leaders Equity ETF 13.1 67 -63 8.2 +1.8
BIBL Inspire ETF 13.1 35 -31 4.6 -1.8
IETC iShares Evolved U.S. Technology ETF 12.9 18 -14 3.8 -2.6
TMDV ProShares Russell US Dividend Growers ETF 12.9 36 -32 5.3 -1.0
JHMI John Hancock Multifactor Industrials ETF 12.8 40 -36 5.2 -1.1
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 12.7 58 -54 3.9 -2.4
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 12.7 35 -31 4.2 -2.2
SFYF SoFi 50 ETF 12.7 29 -25 -1.3 -7.7
GDVD Principal Active Global Dividend Income ETF 12.7 58 -54 0.0 -6.4
PEY Invesco High Yield Equity Dividend Achievers ETF 12.7 52 -48 7.5 +1.2
LEGR First Trust Indxx Innovative Transaction & Process ETF 12.5 65 -61 8.4 +2.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 12.5 35 -31 7.0 +0.6
IEHS iShares Evolved U.S. Healthcare Staples ETF 12.4 18 -14 4.8 -1.5
FTC First Trust Large Cap Growth AlphaDEX Fund 12.4 60 -56 2.7 -3.7
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 12.3 68 -64 4.4 -2.0
GOAT VanEck Vectors Morningstar Global Wide Moat ETF 12.2 52 -48 5.1 -1.3
SCHG Schwab U.S. Large-Cap Growth ETF 12.2 4 0 3.4 -2.9
DUSA Davis Select U.S. Equity ETF 12.2 62 -58 6.6 +0.3
ACWF iShares MSCI Global Multifactor ETF 12.1 35 -31 7.7 +1.4
DFNL Davis Select Financial ETF 12.0 64 -60 6.7 +0.3
AVDR AVDR US LargeCap Leading ETF 12.0 60 -56 5.4 -1.0
VIS Vanguard Industrials Index Fund 11.7 10 -6 4.9 -1.4
TPHD Timothy Plan High Dividend Stock ETF 11.7 52 -48 5.9 -0.5
FIDU Fidelity MSCI Industrials Index ETF 11.6 8 -4 5.2 -1.2
SYE SPDR MFS Systematic Core Equity ETF 11.6 60 -56 0.0 -6.4
MMLG First Trust Multi-Manager Large Growth ETF 11.4 85 -81 1.5 -4.9
IYC iShares U.S. Consumer Services ETF 11.4 43 -39 2.9 -3.4
IEDI iShares Evolved U.S. Discretionary Spending ETF 11.4 18 -14 3.8 -2.6
IGM iShares Expanded Tech Sector ETF 11.3 46 -42 3.6 -2.7
FXO First Trust Financials AlphaDEX Fund 11.3 62 -58 8.5 +2.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 11.2 63 -59 2.3 -4.1
FTEC Fidelity MSCI Information Technology Index ETF 11.1 8 -4 4.3 -2.1
VGT Vanguard Information Technology Index Fund 11.1 10 -6 4.3 -2.1
SPGP Invesco S&P 500 GARP ETF 10.6 34 -30 6.1 -0.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 10.6 75 -71 6.0 -0.4
XLI Industrial Select Sector SPDR Fund 10.6 12 -8 5.1 -1.2
EXI iShares Global Industrials ETF 10.6 46 -42 4.9 -1.5
RGI Invesco S&P 500 Equal Weight Industrials ETF 10.6 40 -36 4.1 -2.3
GCOW Pacer Global High Dividend ETF 10.5 60 -56 10.4 +4.0
RYT Invesco S&P 500 Equal Weight Technology ETF 10.5 40 -36 5.1 -1.2
ABEQ Absolute Core Strategy ETF 10.5 88 -84 4.5 -1.9
XLK Technology Select Sector SPDR Fund 10.5 12 -8 4.6 -1.8
IXN iShares Global Tech ETF 10.5 46 -42 4.0 -2.4
ANEW ProShares MSCI Transformational Changes ETF 10.4 45 -41 2.8 -3.6
JOYY Infusive Compounding Global Equities ETF 10.4 50 -46 4.0 -2.4
EGIS 2nd Vote Society Defended ETF 10.3 75 -71 6.2 -0.2
COWZ Pacer US Cash Cows 100 ETF 10.2 49 -45 9.3 +3.0
SPDV AAM S&P 500 High Dividend Value ETF 10.1 29 -25 9.1 +2.8
SCHM Schwab U.S. Mid-Cap ETF 10.1 4 0 4.9 -1.5
KOMP SPDR Kensho New Economies Composite ETF 10.1 20 -16 1.6 -4.8
IMCG iShares Morningstar Mid-Cap Growth ETF 10.1 6 -2 3.1 -3.3
FXH First Trust Health Care AlphaDEX Fund 10.1 61 -57 4.8 -1.6
PWB Invesco Dynamic Large Cap Growth ETF 10.1 56 -52 3.4 -3.0
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 9.9 47 -43 5.7 -0.6
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 9.9 60 -56 4.2 -2.2
JSTC Adasina Social Justice All Cap Global ETF 9.6 89 -85 4.5 -1.9
TECB iShares US Tech Breakthrough Multisector ETF 9.3 40 -36 3.5 -2.9
IYK iShares U.S. Consumer Goods ETF 9.3 43 -39 4.8 -1.6
VB Vanguard Small-Cap ETF 9.2 5 -1 4.6 -1.7
KBWB Invesco KBW Bank ETF 9.2 35 -31 7.7 +1.3
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 9.2 69 -65 4.4 -2.0
GVIP Goldman Sachs Hedge Industry VIP ETF 9.1 45 -41 3.5 -2.9
RYJ Invesco Raymond James SB-1 Equity ETF 9.0 76 -72 2.8 -3.5
VSL Volshares Large Capital ETF 8.9 65 -61 6.1 -0.3
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 8.9 64 -60 6.2 -0.2
SLT Pacer Salt High truBeta US Market ETF 8.9 60 -56 2.7 -3.6
SPHB Invesco S&P 500 High Beta ETF 8.8 25 -21 3.3 -3.0
PEXL Pacer US Export Leaders ETF 8.8 60 -56 3.8 -2.5
IECS iShares Evolved U.S. Consumer Staples ETF 8.8 18 -14 5.5 -0.9
HOMZ Hoya Capital Housing ETF 8.8 30 -26 7.1 +0.8
DIVS SmartETFs Dividend Builder ETF 8.8 65 -61 5.6 -0.8
FSTA Fidelity MSCI Consumer Staples Index ETF 8.7 8 -4 5.4 -1.0
VDC Vanguard Consumer Staples Index Fund 8.7 10 -6 5.4 -1.0
FTXO First Trust Nasdaq Bank ETF 8.7 60 -56 7.3 +1.0
JHMS John Hancock Multifactor Consumer Staples ETF 8.6 40 -36 5.5 -0.8
TDIV First Trust NASDAQ Technology Dividend Index Fund 8.6 50 -46 5.8 -0.6
QGRO American Century STOXX U.S. Quality Growth ETF 8.6 29 -25 3.3 -3.1
XLP Consumer Staples Select Sector SPDR Fund 8.4 12 -8 5.4 -0.9
KXI iShares Global Consumer Staples ETF 8.4 46 -42 5.2 -1.2
SYLD Cambria Shareholder Yield ETF 8.4 59 -55 8.3 +2.0
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 8.3 45 -41 4.5 -1.9
HAP VanEck Vectors Natural Resources ETF 8.3 50 -46 6.2 -0.2
VIRS Pacer BioThreat Strategy ETF 8.3 70 -66 5.0 -1.3
CACG ClearBridge All Cap Growth ETF 8.3 53 -49 3.6 -2.7
RHS Invesco S&P 500 Equal Weight Consumer Staples ETF 8.3 40 -36 6.1 -0.2
SMMD iShares Russell 2500 ETF 8.2 15 -11 5.0 -1.4
LEND Amplify CrowdBureau Peer-to-Peer Lending & Crowdfunding ETF 8.2 65 -61 0.0 -6.4
VBR Vanguard Small Cap Value Index Fund 8.0 7 -3 6.7 +0.3
FDIS Fidelity MSCI Consumer Discretionary Index ETF 8.0 8 -4 3.8 -2.6
VCR Vanguard Consumer Discretionary Index Fund 8.0 10 -6 3.7 -2.7
HART IQ Healthy Hearts ETF 8.0 45 -41 4.3 -2.0
NULG Nuveen ESG Large-Cap Growth ETF 8.0 35 -31 3.1 -3.2
SDEI Sound Equity Income ETF 8.0 45 -41 9.0 +2.7
IWP iShares Russell Mid-Cap Growth ETF 7.9 24 -20 2.6 -3.8
FNX First Trust Mid Cap Core AlphaDEX Fund 7.9 60 -56 5.8 -0.6
FXD First Trust Consumer Discretionary AlphaDEX Fund 7.8 63 -59 6.2 -0.2
DIV Global X SuperDividend US ETF 7.8 45 -41 7.0 +0.7
KBE SPDR S&P Bank ETF 7.8 35 -31 8.5 +2.2
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 7.7 30 -26 5.3 -1.0
LRGE ClearBridge Large Cap Growth ESG ETF 7.6 59 -55 3.0 -3.4
SYG SPDR MFS Systematic Growth Equity ETF 7.6 60 -56 0.0 -6.4
MVPS Amplify Thematic All-Stars ETF 7.6 49 -45 1.8 -4.6
SFYX Sofi Next 500 ETF 7.4 0 4 4.6 -1.8
JHMT John Hancock Multifactor Technology ETF 7.4 40 -36 4.3 -2.1
PSM Principal U.S. Small-MidCap Multi-Factor Core Index ETF 7.4 20 -16 0.0 -6.4
IFRA iShares U.S. Infrastructure ETF 7.4 40 -36 3.9 -2.4
LYFE 2nd Vote Life Neutral Plus ETF 7.4 75 -71 6.0 -0.3
FSMD Fidelity Small-Mid Factor ETF 7.4 29 -25 6.5 +0.1
STLG iShares Factors US Growth Style ETF 7.3 25 -21 5.1 -1.2
LEAD Siren DIVCON Leaders Dividend ETF 7.2 43 -39 5.4 -1.0
JHMC John Hancock Multifactor Consumer Discretionary ETF 7.2 40 -36 3.5 -2.8
IYW iShares U.S. Technology ETF 7.2 43 -39 3.8 -2.5
RDIV Invesco S&P Ultra Dividend Revenue ETF 7.2 39 -35 9.5 +3.1
DFND Siren DIVCON Dividend Defender ETF 7.2 144 -140 4.3 -2.1
RCD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 7.1 40 -36 4.2 -2.2
RXI iShares Global Consumer Discretionary ETF 7.1 46 -42 4.1 -2.3
XLY Consumer Discretionary Select Sector SPDR Fund 7.1 12 -8 3.5 -2.8
GRES IQ Global Resources ETF 7.1 78 -74 7.0 +0.7
NXTG First Trust Indxx NextG ETF 7.1 70 -66 5.3 -1.1
CVY Invesco Zacks Multi-Asset Income ETF 7.0 94 -90 8.3 +2.0
PBSM Invesco PureBeta MSCI USA Small Cap ETF 7.0 6 -2 4.1 -2.3
FIVG Defiance Next Gen Connectivity ETF 7.0 30 -26 4.6 -1.8
RNMC Mid Cap US Equity Select ETF 6.9 60 -56 6.4 +0.0
TDV ProShares S&P Technology Dividend Aristocrats ETF 6.9 46 -42 4.7 -1.6
SHLD Victoryshares Protect America ETF 6.8 60 -56 7.1 +0.8
GENY Principal Millennials Index ETF 6.7 45 -41 5.0 -1.3
IEIH iShares Evolved U.S. Innovative Healthcare ETF 6.7 18 -14 4.2 -2.1
LSAT Leadershares Alphafactor Tactical Focused ETF 6.6 99 -95 7.7 +1.3
MDYV SPDR S&P 400 Mid Cap Value ETF 6.6 15 -11 6.9 +0.5
IJJ iShares S&P Mid-Cap 400 Value ETF 6.6 18 -14 6.8 +0.5
SPMD SPDR Portfolio Mid Cap ETF 6.6 5 -1 5.8 -0.6
IJH iShares Core S&P Mid-Cap ETF 6.6 5 -1 5.8 -0.6
VXF Vanguard Extended Market Index Fund 6.6 6 -2 2.5 -3.9
MDY SPDR S&P Midcap 400 ETF Trust 6.6 23 -19 5.6 -0.7
SMDY Syntax Stratified MidCap ETF 6.6 35 -31 5.2 -1.1
EWMC Invesco S&P MidCap 400 Equal Weight ETF 6.6 40 -36 5.6 -0.8
RWK Invesco S&P MidCap 400 Revenue ETF 6.6 39 -35 6.7 +0.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 6.6 15 -11 6.9 +0.5
IVOO Vanguard S&P Mid-Cap 400 ETF 6.6 10 -6 5.7 -0.6
PFI Invesco DWA Financial Momentum ETF 6.6 60 -56 7.1 +0.7
NVQ QRAFT AI-Enhanced US Next Value ETF 6.5 75 -71 8.2 +1.9
KOIN Innovation Shares NextGen Protocol ETF 6.4 95 -91 4.0 -2.4
DVLU First Trust Dorsey Wright Momentum & Value ETF 6.3 60 -56 9.7 +3.3
PWC Invesco Dynamic Market ETF 6.3 58 -54 6.0 -0.4
GURU Global X Guru Index ETF 6.3 75 -71 2.5 -3.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 6.3 15 -11 6.0 -0.3
DFAT Dimensional U.S. Targeted Value ETF 6.3 34 -30 6.5 +0.1
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 6.2 60 -56 7.7 +1.4
IGE iShares North American Natural Resources ETF 6.2 46 -42 4.3 -2.1
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 6.1 17 -13 4.0 -2.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 6.1 7 -3 3.9 -2.5
FNK First Trust Mid Cap Value AlphaDEX Fund 6.0 70 -66 8.1 +1.8
VOX Vanguard Telecommunication Services Index Fund 6.0 10 -6 3.8 -2.6
XJH iShares ESG Screened S&P Mid-Cap ETF 6.0 12 -8 5.9 -0.5
FCOM Fidelity MSCI Telecommunication Services Index ETF 6.0 8 -4 3.9 -2.5
JHCS John Hancock Multifactor Media & Communications ETF 6.0 40 -36 4.9 -1.5
PZLG Puzzle Mature Growth 6.0 10 -6 3.5 -2.8
EWCO Invesco S&P 500 Equal Weight Communication Services ETF 6.0 40 -36 6.0 -0.4
IXP iShares Global Comm Services ETF 6.0 46 -42 5.3 -1.0
XLC The Communication Services Select Sector SPDR Fund 6.0 12 -8 5.1 -1.3
DWLD Davis Select Worldwide ETF 5.9 63 -59 6.3 -0.0
FXG First Trust Consumer Staples AlphaDEX Fund 5.9 63 -59 6.6 +0.3
FXL First Trust Technology AlphaDEX Fund 5.7 61 -57 4.4 -2.0
DON WisdomTree U.S. MidCap Dividend Fund 5.7 38 -34 6.8 +0.5
GNR SPDR S&P Global Natural Resources ETF 5.6 40 -36 7.6 +1.2
PDP Invesco DWA Momentum ETF 5.5 62 -58 2.5 -3.9
KLDW Gavekal Knowledge Leaders Developed World ETF 5.5 75 -71 3.8 -2.6
FTXD First Trust Nasdaq Retail ETF 5.5 60 -56 5.1 -1.2
MILN Global X Millennial Consumer ETF 5.5 50 -46 2.2 -4.2
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 5.4 70 -66 3.2 -3.2
PJP Invesco Dynamic Pharmaceuticals ETF 5.4 56 -52 13.3 +7.0
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 5.4 75 -71 6.5 +0.1
QTUM Defiance Quantum ETF 5.3 40 -36 4.8 -1.6
AGNG Global X Aging Population ETF 5.3 50 -46 3.4 -3.0
RTH VanEck Vectors Retail ETF 5.2 35 -31 5.0 -1.4
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 5.2 60 -56 3.7 -2.7
IYE iShares U.S. Energy ETF 5.2 42 -38 4.0 -2.4
LIV Emles (a)Home ETF 5.2 49 -45 2.6 -3.8
FENY Fidelity MSCI Energy Index ETF 5.2 8 -4 4.0 -2.4
VDE Vanguard Energy Index Fund 5.2 10 -6 3.9 -2.4
FTXN First Trust Nasdaq Oil & Gas ETF 5.2 60 -56 2.0 -4.3
VRAI Virtus Real Asset Income ETF 5.2 55 -51 7.1 +0.8
NUMV Nuveen ESG Mid-Cap Value ETF 5.2 40 -36 6.5 +0.1
JHME John Hancock Multifactor Energy ETF 5.1 40 -36 3.6 -2.8
XNTK SPDR NYSE Technology ETF 5.1 35 -31 3.3 -3.1
IXC iShares Global Energy ETF 5.0 46 -42 5.5 -0.9
XLE Energy Select Sector SPDR Fund 5.0 12 -8 4.3 -2.1
FTXH First Trust Nasdaq Pharmaceuticals ETF 5.0 60 -56 -3.4 -9.7
VNQ Vanguard REIT Index Fund 5.0 12 -8 5.3 -1.1
FREL Fidelity MSCI Real Estate Index ETF 5.0 9 -5 5.3 -1.1
FXU First Trust Utilities AlphaDEX Fund 5.0 62 -58 5.9 -0.4
RYE Invesco S&P 500 Equal Weight Energy ETF 5.0 40 -36 3.5 -2.9
EZM WisdomTree U.S. MidCap Earnings Fund 4.9 38 -34 7.8 +1.4
IYR iShares U.S. Real Estate ETF 4.9 42 -38 5.2 -1.2
FUTY Fidelity MSCI Utilities Index ETF 4.9 8 -4 5.7 -0.6
VPU Vanguard Utilities Index Fund 4.9 10 -6 5.7 -0.7
UFO Procure Space ETF 4.8 75 -71 2.4 -4.0
PPH VanEck Vectors Pharmaceutical ETF 4.8 35 -31 10.8 +4.4
IDU iShares U.S. Utilities ETF 4.8 43 -39 5.4 -0.9
AIQ Global X Future Analytics Tech ETF 4.8 68 -64 3.5 -2.9
SCHH Schwab U.S. REIT ETF 4.8 7 -3 5.2 -1.2
WBIY WBI Power Factor High Dividend ETF 4.8 70 -66 8.5 +2.2
DRIV Global X Autonomous & Electric Vehicles ETF 4.7 68 -64 4.7 -1.7
VOT Vanguard Mid-Cap Growth Index Fund 4.7 7 -3 2.7 -3.7
MIDE Xtrackers S&P MidCap 400 ESG ETF 4.7 15 -11 6.0 -0.3
INFR Legg Mason Global Infrastructure ETF 4.7 40 -36 5.9 -0.4
FXN First Trust Energy AlphaDEX Fund 4.7 64 -60 3.2 -3.2
CZA Invesco Zacks Mid-Cap ETF 4.6 69 -65 5.4 -0.9
JHMU John Hancock Multifactor Utilities ETF 4.6 40 -36 5.6 -0.8
FITE SPDR Kensho Future Security ETF 4.6 45 -41 2.9 -3.5
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 4.6 46 -42 6.6 +0.2
SCHA Schwab U.S. Small-Cap ETF 4.5 4 0 3.6 -2.7
VNSE Natixis Vaughan Nelson Select ETF 4.5 80 -76 2.2 -4.2
JXI iShares Global Utilities ETF 4.5 46 -42 5.6 -0.8
XLU Utilities Select Sector SPDR Fund 4.5 12 -8 5.6 -0.8
GERM ETFMG Treatments Testing and Advancements ETF 4.5 68 -64 -4.7 -11.0
XSW SPDR S&P Software & Services ETF 4.5 35 -31 2.7 -3.6
GLIF AGFiQ Global Infrastructure ETF 4.4 45 -41 4.5 -1.9
ISCB iShares Morningstar Small-Cap ETF 4.4 4 0 3.2 -3.1
RYU Invesco S&P 500 Equal Weight Utilities ETF 4.4 40 -36 6.1 -0.3
DFAS Dimensional U.S. Small Cap ETF 4.4 34 -30 5.1 -1.3
AFMC First Trust Active Factor Mid Cap ETF 4.4 65 -61 6.5 +0.2
BKSE BNY Mellon US Small Cap Core Equity ETF 4.3 4 0 4.2 -2.2
XPH SPDR S&P Pharmaceuticals ETF 4.3 35 -31 2.1 -4.2
WDIV SPDR Global Dividend ETF 4.3 40 -36 8.8 +2.5
IHE iShares U.S. Pharmaceuticals ETF 4.3 42 -38 6.5 +0.1
CWS AdvisorShares Focused Equity ETF 4.2 77 -73 4.4 -2.0
XOP SPDR S&P Oil & Gas Exploration & Production ETF 4.2 35 -31 2.7 -3.7
KCE SPDR S&P Capital Markets ETF 4.2 35 -31 7.1 +0.7
JHSC John Hancock Multifactor Small Cap ETF 4.1 42 -38 5.0 -1.4
XHS SPDR S&P Health Care Services ETF 4.1 35 -31 4.4 -1.9
IYZ iShares U.S. Telecommunications ETF 4.1 42 -38 6.2 -0.2
EWRE Invesco S&P 500 Equal Weight Real Estate ETF 4.1 40 -36 4.9 -1.4
XLRE The Real Estate Select Sector SPDR Fund 4.1 12 -8 4.8 -1.6
PPTY PPTY-U.S. Diversified Real Estate ETF 4.1 49 -45 4.9 -1.5
IVRA Invesco Real Assets ESG ETF 4.1 59 -55 4.7 -1.7
ISCV iShares Morningstar Small Cap Value ETF 4.1 6 -2 5.8 -0.6
SNSR Global X Internet of Things Thematic ETF 4.1 68 -64 3.3 -3.1
MIDF iShares Edge MSCI Multifactor USA Mid-Cap ETF 4.1 25 -21 7.0 +0.7
XTL SPDR S&P Telecom ETF 4.1 35 -31 2.2 -4.2
FILL iShares MSCI Global Energy Producers ETF 4.1 39 -35 7.5 +1.2
ROKT SPDR S&P Kensho Final Frontiers ETF 4.0 45 -41 4.3 -2.1
PSR Invesco Active U.S. Real Estate Fund 4.0 35 -31 4.7 -1.6
IEME iShares Evolved U.S. Media & Entertainment ETF 4.0 18 -14 5.2 -1.2
USRT iShares Core U.S. REIT ETF 4.0 8 -4 5.6 -0.7
XHE SPDR S&P Health Care Equipment ETF 4.0 35 -31 -0.3 -6.6
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 4.0 11 -7 5.5 -0.9
FRI First Trust S&P REIT Index Fund 4.0 50 -46 5.0 -1.4
EMLP First Trust North American Energy Infrastructure Fund 3.9 96 -92 4.8 -1.6
PEJ Invesco Dynamic Leisure & Entertainment ETF 3.9 63 -59 5.7 -0.6
REET iShares Global REIT ETF 3.9 14 -10 5.6 -0.8
FFR First Trust FTSE EPRA/NAREIT Developed Markets Real Estate 3.9 60 -56 5.4 -1.0
DTEC ALPS Disruptive Technologies ETF 3.9 50 -46 2.8 -3.5
IHI iShares U.S. Medical Devices ETF 3.9 42 -38 2.9 -3.4
SUBZ Roundhill Streaming Services & Technology ETF 3.9 75 -71 -1.3 -7.6
XRT SPDR S&P Retail ETF 3.9 35 -31 5.1 -1.3
PSL Invesco DWA Consumer Staples Momentum ETF 3.8 60 -56 5.2 -1.1
NANR SPDR S&P North American Natural Resources ETF 3.8 35 -31 4.7 -1.6
GII SPDR S&P Global Infrastructure ETF 3.7 40 -36 4.0 -2.3
IGF iShares Global Infrastructure ETF 3.7 46 -42 3.9 -2.4
PUI Invesco DWA Utilities Momentum ETF 3.7 60 -56 5.3 -1.0
IHF iShares U.S. Healthcare Providers ETF 3.7 42 -38 6.6 +0.3
PPA Invesco Aerospace & Defense ETF 3.7 59 -55 5.7 -0.7
ICF iShares Cohen & Steers REIT ETF 3.7 34 -30 4.5 -1.8
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 3.7 47 -43 0.8 -5.5
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 3.7 75 -71 3.1 -3.2
KNGS UPHOLDINGS Compound Kings ETF 3.7 60 -56 2.7 -3.6
RWR SPDR Dow Jones REIT ETF 3.6 25 -21 5.4 -0.9
RWO SPDR Dow Jones Global Real Estate ETF 3.6 50 -46 5.2 -1.2
FMAT Fidelity MSCI Materials Index ETF 3.6 8 -4 6.0 -0.4
VAW Vanguard Materials Index Fund 3.6 10 -6 6.0 -0.4
KIE SPDR S&P Insurance ETF 3.5 35 -31 7.5 +1.2
HTEC ROBO Global Healthcare Technology & Innovation ETF 3.5 68 -64 0.4 -5.9
FTXG First Trust Nasdaq Food & Beverage ETF 3.5 60 -56 6.8 +0.4
FOVL iShares Focused Value Factor ETF 3.5 25 -21 9.8 +3.5
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 3.5 80 -76 5.1 -1.2
FNDA Schwab Fundamental U.S. Small Co. Index ETF 3.5 25 -21 5.1 -1.2
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 3.4 57 -53 3.7 -2.6
ECLN First Trust EIP Carbon Impact ETF 3.4 97 -93 3.4 -3.0
IUSS Invesco Strategic US Small Company ETF 3.4 23 -19 4.6 -1.7
PAVE Global X U.S. Infrastructure Development ETF 3.4 47 -43 5.0 -1.3
JHMA John Hancock Multifactor Materials ETF 3.4 40 -36 6.3 -0.1
VNMC Natixis Vaughan Nelson Mid Cap ETF 3.4 85 -81 6.2 -0.2
PKW Invesco Buyback Achievers ETF 3.3 62 -58 7.6 +1.2
IDRV iShares Self-driving EV & Tech ETF 3.3 47 -43 5.3 -1.0
FTXL First Trust Nasdaq Semiconductor ETF 3.3 60 -56 5.4 -1.0
XSD SPDR S&P Semiconductor ETF 3.2 35 -31 3.4 -3.0
SOXQ Invesco PHLX Semiconductor ETF 3.2 0 4 5.7 -0.7
IDAT iShares Cloud 5G and Tech ETF 3.2 47 -43 0.0 -6.4
SOXX iShares PHLX Semiconductor ETF 3.2 46 -42 5.0 -1.3
SMH VanEck Vectors Semiconductor ETF 3.2 35 -31 5.0 -1.4
HAIL SPDR S&P Kensho Smart Mobility ETF 3.2 45 -41 3.4 -2.9
MXI iShares Global Materials ETF 3.1 45 -41 6.1 -0.3
XLB Materials Select Sector SPDR Fund 3.1 12 -8 5.4 -0.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.1 65 -61 0.7 -5.6
NUSC Nuveen ESG Small-Cap ETF 3.1 40 -36 3.9 -2.4
TPAY Tortoise Digital Payments Infrastructure Fund 3.1 40 -36 4.6 -1.7
IPAY ETFMG Prime Mobile Payments ETF 3.1 75 -71 4.9 -1.4
FDG American Century Focused Dynamic Growth ETF 3.0 45 -41 2.0 -4.4
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 3.0 112 -108 3.1 -3.3
META Roundhill Ball Metaverse ETF 3.0 75 -71 3.0 -3.4
GQRE FlexShares Global Quality Real Estate Index Fund 3.0 45 -41 5.7 -0.6
UTES Virtus Reaves Utilities ETF 2.9 49 -45 4.8 -1.6
IAI iShares U.S. Broker-Dealers ETF 2.9 42 -38 6.9 +0.5
IAK iShares U.S. Insurance ETF 2.9 42 -38 7.5 +1.2
CCON Direxion Connected Consumer ETF 2.9 45 -41 3.2 -3.2
WFH Direxion Work From Home ETF 2.8 45 -41 3.5 -2.9
RTM Invesco S&P 500 Equal Weight Materials ETF 2.8 40 -36 5.7 -0.7
FTXR First Trust Nasdaq Transportation ETF 2.8 60 -56 3.7 -2.7
RFV Invesco S&P Midcap 400 Pure Value ETF 2.8 35 -31 9.0 +2.6
IAT iShares U.S. Regional Banks ETF 2.7 42 -38 7.5 +1.1
SKYY First Trust Cloud Computing ETF 2.7 60 -56 2.2 -4.2
QVAL Alpha Architect U.S. Quantitative Value ETF 2.7 49 -45 8.5 +2.2
PRN Invesco DWA Industrials Momentum ETF 2.6 60 -56 3.0 -3.4
IYM iShares U.S. Basic Materials ETF 2.6 43 -39 5.4 -1.0
ITA iShares U.S. Aerospace & Defense ETF 2.6 42 -38 5.9 -0.4
XAR SPDR S&P Aerospace & Defense ETF 2.6 35 -31 5.2 -1.2
AIEQ AI Powered Equity ETF 2.5 80 -76 -0.4 -6.7
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 2.5 24 -20 6.2 -0.1
FGD First Trust Dow Jones Global Select Dividend Index Fund 2.5 59 -55 11.4 +5.0
KRE SPDR S&P Regional Banking ETF 2.5 35 -31 7.5 +1.1
MOTO SmartETFs Smart Transportation & Technology ETF 2.4 68 -64 5.5 -0.9
VICE AdvisorShares Vice ETF 2.4 99 -95 4.0 -2.3
PBS Invesco Dynamic Media ETF 2.4 63 -59 -5.4 -11.7
AMER Emles Made in America ETF 2.4 49 -45 7.5 +1.2
DWEQ AdvisorShares Dorsey Wright Alpha Equal Weight ETF 2.3 103 -99 2.9 -3.5
BNE Blue Horizon BNE ETF 2.3 87 -83 3.2 -3.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.3 60 -56 4.2 -2.2
KONG Formidable Fortress ETF 2.3 89 -85 4.3 -2.1
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.3 15 -11 4.5 -1.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.3 15 -11 4.5 -1.8
IJK iShares S&P Mid-Cap 400 Growth ETF 2.3 17 -13 4.5 -1.9
THNQ ROBO Global Artificial Intelligence ETF 2.2 68 -64 1.7 -4.7
BOSS Global X Founder-Run Companies ETF 2.2 45 -41 2.6 -3.8
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 2.2 60 -56 7.2 +0.8
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 2.2 47 -43 4.6 -1.7
GBGR Global Beta Momentum-Growth ETF 2.1 29 -25 3.3 -3.0
ARKX ARK Space Exploration & Innovation ETF 2.1 75 -71 3.4 -3.0
XHB SPDR S&P Homebuilders ETF 2.1 35 -31 7.9 +1.5
CIBR First Trust NASDAQ CEA Cybersecurity ETF 2.1 60 -56 2.8 -3.6
BMED BlackRock Future Health ETF 2.1 85 -81 -0.2 -6.5
SDG iShares Sustainable MSCI Global Impact ETF 2.0 49 -45 6.6 +0.2
XMVM Invesco S&P MidCap Value with Momentum ETF 2.0 39 -35 8.9 +2.5
FXZ First Trust Materials AlphaDEX Fund 1.9 67 -63 8.2 +1.8
AVUV Avantis U.S. Small Cap Value ETF 1.9 25 -21 6.9 +0.5
XTN SPDR S&P Transportation ETF 1.9 35 -31 2.6 -3.8
IYT iShares Transportation Average ETF 1.9 42 -38 2.6 -3.8
BLOK Amplify Transformational Data Sharing ETF 1.9 70 -66 0.8 -5.6
SIMS SPDR S&P Kensho Intelligent Structures ETF 1.9 45 -41 3.2 -3.2
PBJ Invesco Dynamic Food & Beverage ETF 1.9 63 -59 5.7 -0.7
JETS US Global Jets ETF 1.9 60 -56 -2.2 -8.5
ISCG iShares Morningstar Small-Cap Growth ETF 1.9 6 -2 0.5 -5.8
VAMO Cambria Value & Momentum ETF 1.9 63 -59 5.9 -0.5
IEO iShares U.S. Oil & Gas Exploration & Production ETF 1.9 42 -38 3.9 -2.5
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.8 15 -11 2.6 -3.8
XMMO Invesco S&P MidCap Momentum ETF 1.8 34 -30 3.8 -2.5
PXE Invesco Dynamic Energy Exploration & Production ETF 1.8 63 -59 3.6 -2.8
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF 1.8 58 -54 3.8 -2.5
BUYZ Franklin Disruptive Commerce ETF 1.8 50 -46 -0.2 -6.6
IVSG Invesco Select Growth ETF 1.8 48 -44 2.3 -4.0
VTWO Vanguard Russell 2000 Index Fund 1.8 10 -6 2.3 -4.0
IWM iShares Russell 2000 ETF 1.8 19 -15 2.2 -4.1
KBWP Invesco KBW Property & Casualty Insurance ETF 1.8 35 -31 6.2 -0.1
FEDX Emles Federal Contractors ETF 1.7 60 -56 10.6 +4.3
PXQ Invesco Dynamic Networking ETF 1.7 63 -59 3.7 -2.7
ISMD Inspire Small/Mid Cap Impact ETF 1.7 57 -53 4.8 -1.6
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.7 20 -16 4.4 -2.0
HACK ETFMG Prime Cyber Security ETF 1.7 60 -56 2.5 -3.8
SPRE SP Funds S&P Global REIT Sharia ETF 1.7 69 -65 3.4 -2.9
PSI Invesco Dynamic Semiconductors ETF 1.7 57 -53 5.1 -1.3
PKB Invesco Dynamic Building & Construction ETF 1.6 59 -55 6.6 +0.2
IBB iShares NASDAQ Biotechnology ETF 1.6 46 -42 0.1 -6.3
ITB iShares U.S. Home Construction ETF 1.6 42 -38 9.5 +3.1
EKAR Innovation Shares NextGen Vehicles & Technology ETF 1.6 95 -91 4.9 -1.5
FAN First Trust Global Wind Energy ETF 1.6 62 -58 5.8 -0.6
IQM Franklin Intelligent Machines ETF 1.6 50 -46 2.0 -4.3
CLMA iClima Global Decarbonization Transition Leaders ETF 1.6 65 -61 2.1 -4.3
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 1.6 20 -16 3.7 -2.7
FBT First Trust NYSE Arca Biotechnology Index Fund 1.6 55 -51 -1.2 -7.5
FDN First Trust Dow Jones Internet Index Fund 1.6 51 -47 1.9 -4.4
XBI SPDR S&P BIOTECH ETF 1.6 35 -31 -0.4 -6.7
IGN iShares North American Tech-Multimedia Networking ETF 1.6 46 -42 4.9 -1.5
VPN Global X Data Center REITs & Digital Infrastructure ETF 1.6 50 -46 3.9 -2.5
TOKE Cambria Cannabis ETF 1.5 42 -38 -2.9 -9.2
BBH VanEck Vectors Biotech ETF 1.5 35 -31 3.4 -3.0
REZ iShares Residential Real Estate Capped ETF 1.5 48 -44 4.5 -1.9
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.5 49 -45 3.7 -2.7
VBK Vanguard Small-Cap Growth Index Fund 1.5 7 -3 1.8 -4.5
EDOC-GB Global X Telemedicine & Digital Health UCITS ETF 1.5 68 -64 1.2 -5.2
EDOC Global X Telemedicine & Digital Health ETF 1.5 68 -64 -0.1 -6.5
IWN iShares Russell 2000 Value ETF 1.5 24 -20 4.0 -2.3
IBBQ Invesco Nasdaq Biotechnology ETF 1.5 0 4 0.4 -6.0
VTWV Vanguard Russell 2000 Value Index Fund 1.5 15 -11 4.1 -2.2
LCG Sterling Capital Focus Equity ETF 1.4 59 -55 2.2 -4.2
FRAK VanEck Vectors Unconventional Oil & Gas ETF 1.4 54 -50 2.9 -3.4
XMHQ Invesco S&P MidCap Quality ETF 1.4 25 -21 6.1 -0.2
XMLV Invesco S&P MidCap Low Volatility ETF 1.4 25 -21 5.3 -1.0
PRNT The 3D Printing ETF 1.4 66 -62 -1.7 -8.1
FCG First Trust Natural Gas ETF 1.4 60 -56 3.4 -3.0
FYX First Trust Small Cap Core AlphaDEX Fund 1.4 63 -59 5.9 -0.4
CNCR Loncar Cancer Immunotherapy ETF 1.4 79 -75 -1.7 -8.0
NLR VanEck Vectors Uranium+Nuclear Energy ETF 1.4 61 -57 7.4 +1.0
MJ ETFMG Alternative Harvest ETF 1.3 75 -71 -9.1 -15.5
ARKW ARK Web x.0 ETF 1.3 79 -75 -1.3 -7.7
CNRG SPDR S&P Kensho Clean Power ETF 1.3 45 -41 2.0 -4.3
BBP BioShares Biotechnology Products Fund 1.3 79 -75 -1.5 -7.8
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 1.3 70 -66 2.8 -3.5
OUSM O'Shares FTSE Russell Small Cap Quality Dividend ETF 1.3 48 -44 6.0 -0.4
ARKG ARK Genomic Revolution ETF 1.3 75 -71 -2.5 -8.9
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.3 85 -81 3.7 -2.7
ARKQ Ark Industrial Innovation ETF 1.3 75 -71 0.9 -5.4
TRYP SonicShares Airlines, Hotels, Cruise Lines ETF 1.3 75 -71 -1.3 -7.7
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 1.2 30 -26 6.6 +0.2
PSC Principal U.S. Small Cap Index ETF 1.2 38 -34 5.2 -1.2
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.2 12 -8 5.7 -0.7
CRUZ Defiance Hotel Airline and Cruise ETF 1.2 45 -41 -1.3 -7.6
PAWZ ProShares Pet Care ETF 1.2 50 -46 2.2 -4.1
PBE Invesco Dynamic Biotechnology & Genome ETF 1.2 58 -54 0.7 -5.7
FIW First Trust Water ETF 1.2 54 -50 3.0 -3.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.2 39 -35 4.7 -1.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.1 70 -66 1.9 -4.4
NUMG Nuveen ESG Mid-Cap Growth ETF 1.1 40 -36 2.4 -4.0
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF 1.1 60 -56 1.8 -4.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.1 29 -25 5.2 -1.1
FPX First Trust US IPO Index Fund 1.1 57 -53 1.0 -5.3
CSML IQ Chaikin U.S. Small Cap ETF 1.1 35 -31 2.5 -3.8
NURE Nuveen Short-Term REIT ETF 1.1 35 -31 4.3 -2.1
SHFT iClima Distributed Renewable Energy Transition Leaders ETF 1.1 65 -61 -0.4 -6.8
PHO Invesco Water Resources ETF 1.1 60 -56 2.9 -3.4
RNSC Small Cap US Equity Select ETF 1.1 60 -56 6.3 -0.0
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.0 41 -37 5.7 -0.7
PIO Invesco Global Water ETF 1.0 75 -71 3.7 -2.7
CBSE Changebridge Capital Sustainable Equity ETF 1.0 85 -81 0.2 -6.2
PQSV PGIM QMA Strategic Alpha Small-Cap Value ETF 1.0 29 -25 1.6 -4.7
GAMR ETFMG Video Game Tech ETF 1.0 75 -71 4.2 -2.2
PXI Invesco DWA Energy Momentum ETF 1.0 60 -56 0.6 -5.8
FYT First Trust Small Cap Value AlphaDEX Fund 1.0 72 -68 8.2 +1.9
BLDG Cambria Global Real Estate ETF 1.0 59 -55 6.7 +0.3
XDAT Franklin Exponential Data ETF 1.0 50 -46 1.8 -4.6
OGIG O'Shares Global Internet Giants ETF 1.0 48 -44 1.2 -5.2
WWJD Inspire International ESG ETF 1.0 80 -76 5.3 -1.1
PYZ Invesco DWA Basic Materials Momentum ETF 0.9 60 -56 7.7 +1.3
MOO VanEck Vectors Agribusiness ETF 0.9 56 -52 4.5 -1.9
LOUP Innovator Loup Frontier Tech ETF 0.9 70 -66 4.0 -2.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.9 39 -35 4.0 -2.3
NKEF Sample Portfolio 0.9 0 4 3.4 -2.9
ROBO Robo Global Robotics & Automation Index ETF 0.9 95 -91 2.2 -4.2
VTWG Vanguard Russell 2000 Growth Index Fund 0.9 15 -11 0.4 -6.0
IWO iShares Russell 2000 Growth ETF 0.9 24 -20 0.3 -6.1
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.9 39 -35 6.5 +0.1
QQQN VictoryShares Nasdaq Next 50 ETF 0.9 18 -14 2.3 -4.1
IGV iShares Expanded Tech-Software ETF 0.8 46 -42 2.1 -4.2
AFSM First Trust Active Factor Small Cap ETF 0.8 77 -73 5.6 -0.7
FEVR Inspire Faithward Large Cap Momentum ESG ETF 0.8 85 -81 3.4 -3.0
HELX Franklin Genomic Advancements ETF 0.8 50 -46 -0.3 -6.7
SDIV Global X SuperDividend ETF 0.8 59 -55 15.4 +9.1
RDOG ALPS REIT Dividend Dogs ETF 0.8 35 -31 7.1 +0.8
IDNA iShares Genomics Immunology & Healthcare ETF 0.8 47 -43 -2.7 -9.0
IVDG Invesco Focused Discovery Growth ETF 0.8 59 -55 2.3 -4.1
PQSG PGIM QMA Strategic Alpha Small-Cap Growth ETF 0.8 29 -25 2.2 -4.2
TPYP Tortoise North American Pipeline Fund 0.8 40 -36 5.0 -1.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.8 9 -5 3.5 -2.9
ICLN iShares Global Clean Energy ETF 0.8 46 -42 4.9 -1.4
GNOM Global X Genomics & Biotechnology ETF 0.7 50 -46 -2.0 -8.3
VEGI iShares MSCI Global Agriculture Producers ETF 0.7 39 -35 4.7 -1.7
CSD Invesco S&P Spin-Off ETF 0.7 62 -58 4.0 -2.4
LUXE Emles Luxury Goods ETF 0.7 60 -56 3.0 -3.3
BFIT Global X Health & Wellness ETF 0.7 50 -46 4.0 -2.4
PSJ Invesco Dynamic Software ETF 0.7 56 -52 3.1 -3.2
INDS Pacer Benchmark Industrial Real Estate SCTR ETF 0.7 60 -56 3.4 -3.0
CUT Invesco MSCI Global Timber ETF 0.7 61 -57 7.5 +1.2
CARZ First Trust NASDAQ Global Auto Index Fund 0.6 70 -66 9.1 +2.8
PTF Invesco DWA Technology Momentum ETF 0.6 60 -56 3.3 -3.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.6 30 -26 5.3 -1.0
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 0.6 35 -31 5.2 -1.1
BOUT Innovator IBD Breakout Opportunities ETF 0.6 80 -76 4.7 -1.6
ENTR Entrepreneur 30 Fund 0.6 49 -45 1.2 -5.1
EVX VanEck Vectors Environmental Services ETF 0.6 55 -51 3.0 -3.4
SULR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 0.6 79 -75 4.6 -1.8
ACTV LeaderShares Activist Leaders ETF 0.6 75 -71 5.0 -1.3
WWOW Direxion World Without Waste ETF 0.6 50 -46 1.0 -5.4
KBWR Invesco KBW Regional Banking ETF 0.6 35 -31 7.5 +1.2
XME SPDR S&P Metals & Mining ETF 0.6 35 -31 3.7 -2.6
PEZ Invesco DWA Consumer Cyclicals Momentum ETF 0.6 60 -56 2.2 -4.2
AMZA InfraCap MLP ETF 0.6 201 -197 3.7 -2.7
SMOG VanEck Vectors Low Carbon Energy ETF 0.6 62 -58 3.5 -2.9
SVAL iShares US Small Cap Value Factor ETF 0.5 20 -16 8.3 +1.9
HJEN Direxion Hydrogen ETF 0.5 45 -41 -0.3 -6.6
FINX Global X FinTech Thematic ETF 0.5 68 -64 2.8 -3.5
PNQI Invesco NASDAQ Internet ETF 0.5 60 -56 1.5 -4.8
CRAK VanEck Vectors Oil Refiners ETF 0.5 60 -56 7.9 +1.6
FTRI First Trust Indxx Global Natural Resources Income ETF 0.5 70 -66 13.1 +6.8
EINC VanEck Vectors Energy Income ETF 0.5 45 -41 4.1 -2.2
MLPX Global X MLP & Energy Infrastructure ETF 0.5 45 -41 3.7 -2.6
ENFR Alerian Energy Infrastructure ETF 0.5 65 -61 3.5 -2.8
USAI Pacer American Energy Independence ETF 0.5 75 -71 3.1 -3.2
KROP Global X AgTech & Food Innovation ETF 0.5 50 -46 3.4 -2.9
VIDI Vident International Equity Fund 0.5 59 -55 10.5 +4.2
CLOU Global X Cloud Computing ETF 0.5 68 -64 0.7 -5.6
TTAI TrimTabs All Cap International Free-Cash-Flow ETF 0.5 61 -57 4.4 -2.0
EBLU Ecofin Global Water ESG Fund 0.5 40 -36 3.5 -2.8
KBWD Invesco KBW High Dividend Yield Financial ETF 0.5 124 -120 9.1 +2.7
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.5 70 -66 3.2 -3.1
PTH Invesco DWA Healthcare Momentum ETF 0.5 60 -56 -1.2 -7.6
FFTY Innovator IBD 50 ETF 0.5 80 -76 2.9 -3.4
OLD The Long-Term Care ETF 0.5 30 -26 5.1 -1.2
ALFA AlphaClone Alternative Alpha ETF 0.5 65 -61 1.1 -5.2
FTAG First Trust Indxx Global Agriculture ETF 0.5 70 -66 5.7 -0.6
AQWA Global X Clean Water ETF 0.5 50 -46 3.8 -2.5
MGMT Ballast Small/Mid Cap ETF 0.5 110 -106 6.1 -0.3
IEZ iShares U.S. Oil Equipment & Services ETF 0.4 42 -38 -0.2 -6.5
OIH VanEck Vectors Oil Services ETF 0.4 35 -31 -0.9 -7.3
PXJ Invesco Dynamic Oil & Gas Services ETF 0.4 63 -59 -0.9 -7.3
XES SPDR S&P Oil & Gas Equipment & Services ETF 0.4 35 -31 -3.4 -9.7
ROSC Hartford Multifactor Small Cap ETF 0.4 34 -30 7.2 +0.8
OSCV Opus Small Cap Value Plus ETF 0.4 79 -75 4.2 -2.2
GBLD Invesco MSCI Green Building ETF 0.4 39 -35 7.9 +1.6
AWAY ETFMG Travel Tech ETF 0.4 75 -71 -2.1 -8.5
BITQ Bitwise Crypto Industry Innovators ETF 0.4 85 -81 -1.3 -7.7
EBIZ Global X E-Commerce ETF 0.4 50 -46 4.8 -1.6
IBUY Amplify Online Retail ETF 0.4 65 -61 -1.2 -7.6
WOOD iShares Global Timber & Forestry ETF 0.4 46 -42 8.7 +2.3
DES WisdomTree U.S. SmallCap Dividend Fund 0.4 38 -34 6.8 +0.5
SLX VanEck Vectors Steel ETF 0.3 56 -52 20.1 +13.8
SQLV Legg Mason Small-Cap Quality Value 0.3 62 -58 5.4 -0.9
QABA First Trust NASDAQ ABA Community Bank Index Fund 0.3 60 -56 7.4 +1.0
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 0.3 85 -81 6.1 -0.3
SMDV ProShares Russell 2000 Dividend Growers ETF 0.3 41 -37 6.0 -0.3
ERTH Invesco MSCI Sustainable Future ETF 0.3 58 -54 4.7 -1.6
BJK VanEck Vectors Gaming ETF 0.3 65 -61 2.0 -4.4
ISDX Invesco RAFI Strategic Developed ex-US ETF 0.3 23 -19 7.5 +1.1
AADR AdvisorShares Dorsey Wright ADR ETF 0.3 110 -106 6.5 +0.2
IQSI IQ Candriam ESG International Equity ETF 0.3 15 -11 6.3 -0.0
GSID Goldman Sachs MarketBeta International Equity ETF 0.3 20 -16 6.3 -0.1
WUGI Esoterica NextG Economy ETF 0.3 75 -71 1.0 -5.3
AIIQ AI Powered International Equity ETF 0.3 79 -75 0.3 -6.0
CGW Invesco S&P Global Water Index ETF 0.3 57 -53 3.3 -3.1
HYDR Global X Hydrogen ETF 0.3 50 -46 -0.5 -6.8
IWFH iShares Virtual Work and Life Multisector ETF 0.3 47 -43 0.4 -5.9
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.3 35 -31 6.5 +0.1
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.3 35 -31 6.4 +0.1
NETL NETLease Corporate Real Estate ETF 0.3 60 -56 6.3 -0.1
TPSC Timothy Plan US Small Cap Core ETF 0.3 52 -48 6.1 -0.2
CBTG Cabot Growth ETF 0.2 75 -71 0.0 -6.4
DWAS Invesco DWA SmallCap Momentum ETF 0.2 60 -56 0.9 -5.4
PLAT WisdomTree Modern Tech Platforms Fund 0.2 20 -16 1.4 -5.0
FLM First Trust Global Engineering and Construction ETF 0.2 70 -66 7.1 +0.7
HERO Global X Video Games & Esports ETF 0.2 50 -46 5.1 -1.3
HERU-GB Global X Video Games & Esports UCITS ETF 0.2 50 -46 4.4 -2.0
ESPO VanEck Vectors Video Gaming & eSports ETF 0.2 55 -51 3.7 -2.6
NERD Roundhill BITKRAFT Esports & Digital Entertainment ETF 0.2 25 -21 2.4 -3.9
FYC First Trust Small Cap Growth AlphaDEX Fund 0.2 71 -67 2.0 -4.3
AIRR First Trust RBA American Industrial Renaissance ETF 0.2 70 -66 5.2 -1.1
BOTZ Global X Robotics & Artificial Intelligence ETF 0.2 68 -64 2.0 -4.4
EES WisdomTree SmallCap Earnings Fund 0.2 38 -34 8.1 +1.7
ADIV SmartETFs Asia Pacific Dividend Builder ETF 0.2 78 -74 9.5 +3.2
KSCD KFA Small Cap Quality Dividend Index ETF 0.2 51 -47 5.9 -0.5
NIFE Direxion Fallen Knives ETF 0.2 50 -46 4.1 -2.2
ARKF ARK Fintech Innovation ETF 0.2 75 -71 0.0 -6.3
IVES Wedbush ETFMG Global Cloud Technology ETF 0.2 68 -64 1.9 -4.5
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 0.2 38 -34 7.5 +1.1
GIGE SoFi Gig Economy ETF 0.1 59 -55 -0.7 -7.0
IHAK iShares Cybersecurity & Tech ETF 0.1 47 -43 2.9 -3.5
BETZ Roundhill Sports Betting & iGaming ETF 0.1 75 -71 3.3 -3.0
SRET Global X SuperDividend REIT ETF 0.1 58 -54 9.8 +3.4
SGDM Sprott Gold Miners ETF 0.1 50 -46 5.3 -1.0
GDX VanEck Vectors Gold Miners ETF 0.1 52 -48 4.9 -1.5
XWEB SPDR S&P Internet ETF 0.1 35 -31 -0.6 -7.0
MOON Direxion Moonshot Innovators ETF 0.1 65 -61 -3.6 -10.0
CSB VictoryShares US Small Cap High Dividend Volatility Wtd Idx 0.1 35 -31 7.2 +0.8
JSML Janus Henderson Small Cap Growth Alpha ETF 0.1 30 -26 5.6 -0.8
RING iShares MSCI Global Gold Miners ETF 0.1 39 -35 5.4 -0.9
SLVP iShares MSCI Global Silver Miners ETF 0.1 39 -35 3.8 -2.6
COPX Global X Copper Miners ETF 0.1 65 -61 6.4 0.0
AFK VanEck Vectors Africa Index ETF 0.1 79 -75 8.6 +2.3
KBWY Invesco KBW Premium Yield Equity REIT ETF 0.1 35 -31 7.5 +1.1
MFMS Motley Fool Small-Cap Growth ETF 0.1 85 -81 0.8 -5.6
ROOF IQ US Real Estate Small Cap ETF 0.1 70 -66 8.6 +2.3
BUG Global X Cybersecurity ETF 0.1 50 -46 1.3 -5.0
THCX The Cannabis ETF 0.1 75 -71 -11.8 -18.1
DEEP Roundhill Acquirers Deep Value ETF 0.1 80 -76 8.6 +2.2
BTEC Principal Healthcare Innovators Index ETF 0.1 42 -38 -2.0 -8.3
PBW Invesco WilderHill Clean Energy ETF 0.1 70 -66 -1.3 -7.6
FPXI First Trust International Equity Opportunities ETF 0.0 70 -66 0.7 -5.7
IPO Renaissance IPO ETF 0.0 60 -56 0.0 -6.4
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 0.0 60 -56 0.2 -6.1
BFTR Future Innovators ETF 0.0 80 -76 -1.2 -7.5
SSLY Syntax Stratified SmallCap ETF 0.0 40 -36 5.0 -1.3
XITK SPDR FactSet Innovative Technology ETF 0.0 45 -41 0.1 -6.3
WCBR WisdomTree Cybersecurity Fund 0.0 45 -41 0.8 -5.5
ACES ALPS Clean Energy ETF 0.0 55 -51 0.6 -5.8
JEMA JPMorgan Emerging Markets Equity Core ETF 0.0 39 -35 7.4 +1.0
JGLD Amplify Pure Junior Gold Miners ETF 0.0 49 -45 5.1 -1.2
GOAU U.S. Global GO GOLD & Precious Metal Miners ETF 0.0 60 -56 5.1 -1.2
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.0 39 -35 6.6 +0.2
PSP Invesco Global Listed Private Equity ETF 0.0 158 -154 5.5 -0.8
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 0.0 40 -36 5.3 -1.0
EDUT Global X Education ETF 0.0 50 -46 2.9 -3.5
ARKK ARK Innovation ETF 0.0 75 -71 -1.4 -7.8
CALF Pacer US Small Cap Cash Cows 100 ETF 0.0 59 -55 9.4 +3.0
PSCI Invesco S&P SmallCap Industrials ETF 0.0 29 -25 5.6 -0.8
IBBJ Defiance Nasdaq Junior Biotechnology ETF 0.0 45 -41 0.0 -6.4
BATT Amplify Advanced Battery Metals & Materials ETF 0.0 59 -55 2.3 -4.1
LIT Global X Lithium & Battery Tech ETF 0.0 75 -71 2.0 -4.3
MRAD SmartETFs Advertising & Marketing Technology ETF 0.0 68 -64 1.4 -5.0
SOCL Global X Social Media ETF 0.0 65 -61 2.3 -4.0
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 0.0 29 -25 7.7 +1.4
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.0 39 -35 7.5 +1.2
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.0 5 -1 6.0 -0.3

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

  2016 2017 2018 2019 2020 2021E 2022E
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
  2020 2021E 2022E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
iShares Core S&P U.S. Value 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 14.6 %
Divided by: Fwd. P/BV 2.3 x
Less: Expense ratio 4 bp
Equals: ALTAR Score 6.4 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.52 CATEGORY
AVERAGE
1.49
 
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.