iShares U.S. Consumer Discretionary ETF
ALTAR
Score™
3.2% info Recommen-
dation
UNDERWEIGHT
2025E    2026E
P/E
ratio
28.5x P/Sales
ratio
1.8x
P/BV
ratio
5.2x Div.
yield
0.8%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
iShares Dow Jones US Consumer Services Sector Index Fund is an exchange-traded fund incorporated in the USA. The Fund's objective seeks investment results that correspond to the performance of the Dow Jones U.S. Consumer Cyclical Sector Index. The Index measures the performance of the consumer cyclical economic sector of the U.S. equity market.

FUND BASICS
Category US Equities
Fund Sponsor Barclays Global Fund Advisors
Website www.ishares.com
Inception date Jun 12, 2000
Assets (mns) $1,620
Currency USD
Expense ratio 40 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 166
Wgt avg mkt cap (mns) $587,683
Large cap (>$10bn) 93.4%
Mid cap ($2-10bn) 6.2%
Small cap (<$2bn) 0.2%
Developed mkts 99.6%
Emerging mkts 0.4%

TOP TEN HOLDINGS
AMAZON.COM INC 14.1 %
TESLA MOTORS INC 8.5 %
WAL-MART STORES INC 4.4 %
COSTCO WHOLESALE CORP 4.3 %
HOME DEPOT INC 4.2 %
NETFLIX INC 3.9 %
MCDONALD'S CORP 3.3 %
WALT DISNEY CO/THE 3.2 %
BOOKING HOLDINGS INC. 2.7 %
TJX COMPANIES INC 2.7 %
Total 51.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 95.0 %
LUXEMBOURG 1.3 %
SWITZERLAND 0.7 %
SOUTH KOREA 0.5 %
IRELAND 0.3 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
7.9% 7.9% 8.5% 11.9% 8.7%

Market Correlations
versus... Beta R-squared
S&P500 0.99 84%
MSCI EAFE 0.93 53%
MSCI Emg. Mkts. 0.79 44%

Technical Indicators
Recent close $106.96
30d moving avg. $103.86
Annualized volatility 18.7%
Short interest (ETF) 1.3%
Short interest (Underlying) 2.7%
Relative strength (RSI) 59

Liquidity measures
Avg. volume (thou.) 170
Turnover 1.1%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $71,781

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 949 potential alternatives to the iShares U.S. Consumer Discretionary ETF ETF based on the alternatives' overlap in portfolio holdings with IYC. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IYC Expense: 40 bp ALTAR Score™: 3.2%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IYC
Ticker Fund
Name
Overlap1
vs IYC
(%)
Expense
ratio
(bp)
Savings
vs IYC
(bp)
ALTAR
Score™
(%)
ALTAR
vs IYC
(%)
VCR Vanguard Consumer Discretionary ETF 65.7 9 31 3.9 +0.7
FDIS Fidelity MSCI Consumer Discretionary Index ETF 65.6 8 32 3.7 +0.5
GXPD Global X PureCap MSCI Consumer Discretionary ETF 60.7 25 15 3.1 -0.1
XLY The Consumer Discretionary Select Sector SPDR Fund 60.7 8 32 4.0 +0.8
RXI iShares Global Consumer Discretionary ETF 56.5 41 -1 7.0 +3.9
IEDI iShares U.S. Consumer Focused ETF 51.0 18 22 4.5 +1.3
RTH VanEck Retail ETF 38.8 35 5 4.5 +1.3
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 35.9 40 0 5.1 +1.9
LVDS JPMorgan Fundamental Data Science Large Value ETF 34.9 49 -9 5.7 +2.6
FXD First Trust Consumer Discretionary AlphaDEX Fund 31.5 61 -21 6.1 +2.9
MILN Global X Millennial Consumer ETF 31.2 50 -10 3.4 +0.2
SFYF SoFi Social 50 ETF 27.3 29 11 0.9 -2.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 27.0 50 -10 3.3 +0.1
BUYZ Franklin Disruptive Commerce ETF 25.7 50 -10 2.0 -1.2
PNQI Invesco NASDAQ Internet ETF 25.6 60 -20 3.0 -0.2
LOGO Alpha Brands Consumption Leaders ETF 23.7 69 -29 2.5 -0.7
MBCC Monarch Blue Chips Core ETF 22.8 125 -85 3.5 +0.3
TRUD VanEck Consumer Disc TruSector ETF 22.3 14 26 2.3 -0.8
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 21.9 29 11 5.9 +2.7
AVLV Avantis U.S. Large Cap Value ETF 21.8 15 25 6.6 +3.4
FDN First Trust Dow Jones Internet Index Fund 21.5 52 -12 2.5 -0.6
FDND FT Vest Dow Jones Internet & Target Income ETF 21.5 75 -35 2.3 -0.8
SPXT ProShares S&P 500 Ex-Technology ETF 21.4 9 31 4.8 +1.7
TMFC Motley Fool 100 Index ETF 21.2 50 -10 2.9 -0.3
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 21.2 60 -20 5.0 +1.8
USMC Principal U.S. Mega-Cap ETF 20.9 12 28 3.9 +0.8
RND First Trust Bloomberg R&D Leaders ETF 20.8 60 -20 2.3 -0.9
LRGE ClearBridge Large Cap Growth ESG ETF 20.7 59 -19 3.3 +0.2
ACSI American Customer Satisfaction ETF 20.6 65 -25 4.7 +1.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 20.3 19 21 5.3 +2.2
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 20.2 15 25 4.4 +1.2
RWL Invesco S&P 500 Revenue ETF 19.8 39 1 5.9 +2.8
FDG American Century Focused Dynamic Growth ETF 19.5 45 -5 1.6 -1.6
QTOP iShares Nasdaq Top 30 Stocks ETF 18.6 20 20 2.9 -0.2
FBCG Fidelity Blue Chip Growth ETF 18.4 59 -19 2.2 -1.0
SSPY Syntax Stratified LargeCap ETF 18.4 30 10 5.9 +2.8
GGUS Marketbeta Russell 1000 Growth Equity ETF 18.1 12 28 3.6 +0.4
CGGR Capital Group Growth ETF 18.0 39 1 2.7 -0.5
VUG Vanguard Growth ETF 17.9 4 36 3.3 +0.1
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 17.8 19 21 4.8 +1.6
EDOW First Trust Dow 30 Equal Weight ETF 17.7 50 -10 4.6 +1.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 17.7 29 11 3.8 +0.6
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 17.6 60 -20 4.4 +1.3
IWF iShares Russell 1000 Growth ETF 17.5 19 21 3.2 0.0
ONEQ Fidelity Nasdaq Composite Index ETF 17.4 21 19 3.0 -0.1
QQQ Invesco QQQ Trust Series I 17.4 20 20 3.3 +0.2
IBUY Amplify Online Retail ETF 17.3 65 -25 1.3 -1.9
AKAF The Frontier Economic Fund 17.3 20 20 5.5 +2.4
QQQM Invesco NASDAQ 100 ETF 17.3 15 25 3.4 +0.2
SCHG Schwab U.S. Large-Cap Growth ETF 17.3 4 36 3.1 -0.1
IVE iShares S&P 500 Value ETF 17.2 18 22 5.4 +2.2
SPYV State Street SPDR Portfolio S&P 500 Value ETF 17.2 4 36 5.5 +2.4
LGRO Level Four Large Cap Growth Active ETF 17.1 55 -15 3.3 +0.1
VONG Vanguard Russell 1000 Growth ETF 17.1 7 33 3.4 +0.3
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 17.0 49 -9 2.9 -0.3
IUSV iShares Core S&P US Value ETF 17.0 4 36 5.7 +2.5
VOOG Vanguard S&P 500 Growth ETF 17.0 7 33 3.3 +0.1
COWZ Pacer US Cash Cows 100 ETF 16.9 49 -9 7.4 +4.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 16.7 9 31 4.1 +1.0
ACVF American Conservative Values ETF 16.7 75 -35 3.6 +0.5
AVMC Avantis U.S. Mid Cap Equity ETF 16.6 18 22 5.9 +2.8
EMOT First Trust S&P 500 Economic Moat ETF 16.5 60 -20 6.4 +3.3
AVUQ Avantis U.S. Quality ETF 16.5 15 25 3.5 +0.3
ONLN ProShares Online Retail ETF 16.5 58 -18 1.9 -1.3
SPXN ProShares S&P 500 Ex-Financials ETF 16.5 9 31 4.1 +0.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 16.4 9 31 4.6 +1.4
STXG Strive 1000 Growth ETF 16.4 18 22 3.1 -0.1
THRO iShares U.S. Thematic Rotation Active ETF 16.1 90 -50 3.0 -0.1
PRXG Praxis Impact Large Cap Growth ETF 16.1 36 4 2.8 -0.4
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 16.0 60 -20 1.1 -2.1
PWB Invesco Large Cap Growth ETF 15.9 56 -16 2.0 -1.2
TOPT iShares Top 20 U.S. Stocks ETF 15.9 20 20 3.3 +0.1
MGK Vanguard Mega Cap Growth ETF 15.8 7 33 3.3 +0.2
TOPC iShares S&P 500 3% Capped ETF 15.8 15 25 4.4 +1.2
TTAC FCF US Quality ETF 15.8 59 -19 5.0 +1.8
QQMG Invesco ESG NASDAQ 100 ETF 15.7 20 20 3.3 +0.1
VO Vanguard Mid-Cap ETF 15.7 4 36 5.3 +2.1
YOKE Yoke Core ETF 15.7 42 -2 4.0 +0.8
VLU State Street SPDR S&P 1500 Value Tilt ETF 15.6 12 28 6.5 +3.3
IWY iShares Russell Top 200 Growth ETF 15.6 20 20 3.2 +0.1
XRT State Street SPDR S&P Retail ETF 15.5 35 5 6.9 +3.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 15.5 32 8 4.3 +1.1
XLG Invesco S&P 500 Top 50 ETF 15.5 20 20 3.5 +0.3
JGRO JPMorgan Active Growth ETF 15.5 44 -4 2.8 -0.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 15.5 8 32 4.2 +1.1
LGDX Intech S&P Large Cap Diversified Alpha ETF 15.5 25 15 4.1 +1.0
IWR iShares Russell Midcap ETF 15.4 19 21 5.4 +2.3
SPXV ProShares S&P 500 Ex-Health Care ETF 15.4 9 31 4.0 +0.8
OUSA ALPS O'Shares U.S. Quality Dividend ETF 15.4 48 -8 5.1 +2.0
GLBL Pacer MSCI World Industry Advantage ETF 15.4 65 -25 3.4 +0.3
FFOG Franklin Focused Growth ETF 15.4 61 -21 1.9 -1.3
OEF iShares S&P 100 ETF 15.4 20 20 3.8 +0.6
GQQQ Astoria US Quality Growth Kings ETF 15.4 35 5 3.6 +0.5
ILCV iShares Morningstar Value ETF 15.3 4 36 5.6 +2.4
FELG Fidelity Enhanced Large Cap Growth ETF 15.3 18 22 3.7 +0.6
DFVX Dimensional US Large Cap Vector ETF 15.3 22 18 5.3 +2.1
ESGV Vanguard ESG U.S. Stock ETF 15.3 9 31 4.1 +0.9
IUS Invesco RAFI Strategic US ETF 15.1 19 21 6.0 +2.8
OEI Optimized Equity Income ETF 15.1 75 -35 3.2 +0.0
CATH Global X S&P 500 Catholic Values Custom ETF 15.1 29 11 4.0 +0.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 15.0 7 33 4.4 +1.3
NACP Impact Shares NAACP Minority Empowerment ETF 15.0 49 -9 4.0 +0.8
VUSE Vident U.S. Equity Strategy ETF 14.9 50 -10 3.5 +0.3
IMCV iShares Morningstar Mid-Cap Value ETF 14.9 6 34 7.2 +4.1
EGUS iShares ESG Aware MSCI USA Growth ETF 14.9 18 22 2.9 -0.3
RPG Invesco S&P 500 Pure Growth ETF 14.8 35 5 2.6 -0.6
FTC First Trust Large Cap Growth AlphaDEX Fund 14.8 59 -19 1.6 -1.6
XVV iShares ESG Screened S&P 500 ETF 14.7 8 32 4.1 +0.9
DSPY Tema S&P 500 Historical Weight ETF 14.7 18 22 4.4 +1.3
CHRI Global X S&P 500 Christian Values ETF 14.7 29 11 3.9 +0.8
OALC OneAscent Large Cap Core ETF 14.7 86 -46 3.4 +0.2
AVUS Avantis U.S. Equity ETF 14.6 15 25 4.9 +1.8
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 14.6 20 20 5.8 +2.6
ITAN Sparkline Intangible Value ETF 14.6 50 -10 5.5 +2.4
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 14.6 20 20 4.0 +0.8
JPEF JPMorgan Equity Focus ETF 14.5 50 -10 3.8 +0.7
RVRB Reverb ETF 14.5 30 10 3.9 +0.8
SPXE ProShares S&P 500 Ex-Energy ETF 14.4 9 31 4.1 +0.9
EQWL Invesco S&P 100 Equal Weight ETF 14.4 25 15 5.4 +2.3
IMCB iShares Morningstar Mid-Cap ETF 14.4 4 36 5.5 +2.3
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 14.4 12 28 3.4 +0.2
AVSU Avantis Responsible U.S. Equity ETF 14.4 15 25 5.0 +1.8
LRGF iShares U.S. Equity Factor ETF 14.3 8 32 4.7 +1.5
IVV iShares Core S&P 500 ETF 14.3 3 37 4.2 +1.1
SPY SPDR S&P 500 ETF 14.3 9 31 4.2 +1.0
RAYD Rayliant Quantitative Developed Market Equity ETF 14.3 80 -40 4.5 +1.3
SPYM State Street SPDR Portfolio S&P 500 ETF 14.3 2 38 4.3 +1.1
VOO Vanguard S&P 500 ETF 14.3 3 37 4.2 +1.1
IWB iShares Russell 1000 ETF 14.3 15 25 4.1 +1.0
VONE Vanguard Russell 1000 ETF 14.3 7 33 4.2 +1.1
DIA SPDR Dow Jones Industrial Average ETF 14.3 16 24 4.6 +1.4
GXLC Global X U.S. 500 ETF 14.3 2 38 4.1 +1.0
STRV Strive 500 ETF 14.3 5 35 4.1 +0.9
NANC Unusual Whales Subversive Democratic Trading ETF 14.3 75 -35 2.8 -0.4
VV Vanguard Large-Cap ETF 14.2 4 36 4.1 +1.0
ARKW ARK Next Generation Internet ETF 14.2 87 -47 0.7 -2.5
OGIG ALPS O'Shares Global Internet Giants ETF 14.2 48 -8 1.8 -1.4
DFUS Dimensional U.S. Equity ETF 14.2 9 31 4.1 +0.9
RFFC ALPS Active Equity Opportunity ETF 14.1 48 -8 3.6 +0.5
JGLO JPMorgan Global Select Equity ETF 14.1 33 7 4.3 +1.2
QGRW WisdomTree U.S. Quality Growth Fund 14.1 28 12 3.3 +0.1
ISHP First Trust Nasdaq Retail ETF 14.1 60 -20 5.0 +1.8
ILCB iShares Morningstar U.S. Equity ETF 14.1 3 37 4.1 +1.0
FELC Fidelity Enhanced Large Cap Core ETF 14.1 18 22 4.5 +1.3
YALL God Bless America ETF 14.0 65 -25 3.9 +0.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 14.0 7 33 4.1 +1.0
ADME Aptus Drawdown Managed Equity ETF 14.0 79 -39 3.3 +0.1
IWL iShares Russell Top 200 ETF 14.0 15 25 3.8 +0.7
INRO iShares U.S. Industry Rotation Active ETF 14.0 42 -2 3.9 +0.8
TOV JLens 500 Jewish Advocacy U.S. ETF 14.0 18 22 4.0 +0.8
MGC Vanguard Mega Cap ETF 14.0 7 33 3.9 +0.8
FLQL Franklin LibertyQ U.S. Equity ETF 14.0 15 25 4.5 +1.4
IYY iShares Dow Jones U.S. ETF 13.9 20 20 4.1 +0.9
SHE State Street SPDR MSCI USA Gender Diversity ETF 13.9 20 20 4.5 +1.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 13.9 14 26 4.2 +1.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 13.9 20 20 4.3 +1.1
AVMV Avantis U.S. Mid Cap Value ETF 13.9 20 20 7.6 +4.4
BKLC BNY Mellon US Large Cap Core Equity ETF 13.9 0 40 4.2 +1.1
RAUS RACWI US ETF 13.9 15 25 4.2 +1.0
DFSU Dimensional US Sustainability Core 1 ETF 13.9 18 22 4.5 +1.3
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 13.9 3 37 4.4 +1.2
SCHX Schwab U.S. Large-Cap ETF 13.8 3 37 4.2 +1.1
PBUS Invesco MSCI USA ETF 13.8 4 36 4.2 +1.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 13.8 75 -35 3.3 +0.1
DUHP Dimensional US High Profitability ETF 13.8 21 19 5.0 +1.8
LCLG Logan Capital Broad Innovative Growth ETF 13.8 99 -59 2.9 -0.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 13.8 2 38 4.3 +1.1
SCHK Schwab 1000 Index ETF 13.8 5 35 4.2 +1.1
VOTE TCW Transform 500 ETF 13.7 5 35 4.2 +1.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 13.7 11 29 4.2 +1.0
IMCG iShares Morningstar Mid-Cap Growth ETF 13.7 6 34 3.6 +0.5
IWV iShares Russell 3000 ETF 13.7 20 20 4.0 +0.9
XNTK State Street SPDR NYSE Technology ETF 13.6 35 5 2.8 -0.3
JQUA JPMorgan U.S. Quality Factor ETF 13.6 12 28 5.0 +1.9
VTHR Vanguard Russell 3000 ETF 13.6 7 33 4.2 +1.0
SPGP Invesco S&P 500 GARP ETF 13.6 34 6 5.6 +2.5
FDMO Fidelity Momentum Factor ETF 13.6 15 25 3.0 -0.2
DFAU Dimensional US Core Equity Market ETF 13.5 12 28 4.3 +1.2
VTI Vanguard Total Stock Market ETF 13.5 3 37 4.2 +1.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 13.5 29 11 5.6 +2.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 13.5 3 37 4.2 +1.0
EPS WisdomTree U.S. LargeCap Fund 13.5 8 32 4.9 +1.8
CAML Congress Large Cap Growth ETF 13.4 66 -26 2.5 -0.7
GSPY Gotham Enhanced 500 ETF 13.4 50 -10 4.4 +1.2
APUE ActivePassive U.S. Equity ETF 13.3 45 -5 3.9 +0.8
SCHB Schwab U.S. Broad Market ETF 13.3 3 37 4.2 +1.1
IWP iShares Russell Mid-Cap Growth ETF 13.3 23 17 2.6 -0.6
RSP Invesco S&P 500 Equal Weight ETF 13.3 20 20 5.9 +2.7
SXQG ETC 6 Meridian Quality Growth ETF 13.3 100 -60 3.8 +0.7
KRMA Global X Conscious Companies ETF 13.3 43 -3 5.2 +2.0
JHML John Hancock Multifactor Large Cap ETF 13.2 29 11 4.6 +1.5
TIME Clockwise Core Equity & Innovation ETF 13.2 95 -55 3.2 +0.1
BUZZ VanEck Social Sentiment ETF 13.2 75 -35 -0.8 -3.9
VALQ American Century U.S. Quality Value ETF 13.1 29 11 6.7 +3.5
RECS Columbia Research Enhanced Core ETF 13.1 15 25 5.0 +1.9
FTXR First Trust Nasdaq Transportation ETF 13.1 60 -20 6.8 +3.6
YNOT Horizon Digital Frontier ETF 13.1 75 -35 2.5 -0.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 13.0 10 30 4.5 +1.3
EUSA iShares MSCI USA Equal Weighted ETF 13.0 9 31 5.5 +2.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 13.0 9 31 5.4 +2.2
SIZE iShares MSCI USA Size Factor ETF 13.0 15 25 5.5 +2.3
DYNF BlackRock U.S. Equity Factor Rotation ETF 12.9 30 10 3.8 +0.7
JMOM JPMorgan U.S. Momentum Factor ETF 12.9 12 28 3.8 +0.7
FTGS First Trust Growth Strength ETF 12.9 60 -20 3.6 +0.5
GRNY Fundstrat Granny Shots US Large Cap ETF 12.9 75 -35 2.3 -0.9
DCOR Dimensional US Core Equity 1 ETF 12.8 14 26 4.6 +1.5
KLMN Invesco MSCI North America Climate ETF 12.8 9 31 4.3 +1.1
PY Principal Value ETF 12.8 15 25 6.5 +3.3
ILCG iShares Morningstar Growth ETF 12.8 4 36 3.0 -0.2
TOGA Tremblant Global ETF 12.7 69 -29 1.2 -1.9
DEUS Xtrackers Russell US Multifactor ETF 12.7 17 23 6.0 +2.9
JHMM John Hancock Multifactor Mid Cap ETF 12.7 42 -2 5.4 +2.3
QUAL iShares MSCI USA Quality Factor ETF 12.7 15 25 4.3 +1.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 12.7 35 5 3.6 +0.4
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 12.7 20 20 7.2 +4.1
IWS iShares Russell Mid-Cap Value ETF 12.7 23 17 6.3 +3.1
VFQY Vanguard U.S. Quality Factor ETF 12.6 13 27 5.3 +2.1
STRN SMART Trend 25 ETF 12.6 59 -19 2.6 -0.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 12.5 15 25 4.2 +1.0
HAPI Harbor Human Capital Factor US Large Cap ETF 12.5 36 4 4.2 +1.0
JOET Virtus Terranova US Quality Momentum ETF 12.5 29 11 4.2 +1.0
AIEQ AI Powered Equity ETF 12.5 75 -35 4.0 +0.8
CFA VictoryShares US 500 Volatility Wtd ETF 12.5 35 5 5.3 +2.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 12.4 40 0 5.2 +2.1
JEPI JPMorgan Equity Premium Income ETF 12.4 35 5 4.9 +1.8
ESGU iShares ESG Aware MSCI USA ETF 12.4 15 25 4.1 +1.0
ARKK ARK Innovation ETF 12.3 75 -35 -2.8 -6.0
LRGC AB US Large Cap Strategic Equities ETF 12.3 48 -8 3.8 +0.6
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 12.3 30 10 7.0 +3.8
FNDX Schwab Fundamental US Large Co. Index ETF 12.3 25 15 6.4 +3.2
XMAG Defiance Large Cap ex-Mag 7 ETF 12.2 35 5 4.5 +1.3
FEX First Trust Large Cap Core AlphaDEX Fund 12.2 59 -19 5.1 +1.9
FDCF Fidelity Disruptive Communications ETF 12.2 50 -10 3.3 +0.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 12.2 20 20 5.6 +2.4
GQI Natixis Gateway Quality Income ETF 12.2 34 6 4.1 +1.0
DFAC Dimensional U.S. Core Equity 2 ETF 12.1 17 23 4.7 +1.5
NULG Nuveen ESG Large-Cap Growth ETF 12.1 26 14 2.7 -0.5
FVAL Fidelity Value Factor ETF 12.0 15 25 5.8 +2.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 12.0 25 15 4.7 +1.5
STOX Horizon Core Equity ETF 12.0 70 -30 3.5 +0.4
VOT Vanguard Mid-Cap Growth ETF 12.0 7 33 3.0 -0.2
FCOM Fidelity MSCI Communication Services Index ETF 12.0 8 32 4.1 +0.9
SFTY Horizon Managed Risk ETF 12.0 77 -37 3.5 +0.3
IWFG IQ Winslow Focused Large Cap Growth ETF 11.9 65 -25 2.4 -0.8
FSST Fidelity Sustainable U.S. Equity ETF 11.8 59 -19 3.6 +0.5
JVAL JPMorgan U.S. Value Factor ETF 11.8 12 28 6.9 +3.7
IVW iShares S&P 500 Growth ETF 11.8 18 22 3.1 -0.1
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 11.8 4 36 3.3 +0.1
VOX Vanguard Communication Services ETF 11.8 9 31 4.2 +1.0
SPHQ Invesco S&P 500 Quality ETF 11.8 15 25 4.6 +1.5
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 11.8 75 -35 2.2 -0.9
FNDB Schwab Fundamental US Broad Market Index ETF 11.8 25 15 6.3 +3.2
XOEF iShares S&P 500 ex S&P 100 ETF 11.7 20 20 4.8 +1.7
SPMO Invesco S&P 500 Momentum ETF 11.7 13 27 3.4 +0.3
DXUV Dimensional US Vector Equity ETF 11.7 28 12 5.2 +2.1
AFLG First Trust Active Factor Large Cap ETF 11.7 55 -15 5.4 +2.2
BGRO iShares Large Cap Growth Active ETF 11.7 55 -15 2.0 -1.2
QGRO American Century U.S. Quality Growth ETF 11.7 29 11 3.0 -0.2
IUSG iShares Core S&P U.S. Growth ETF 11.7 4 36 3.3 +0.2
QVML Invesco S&P 500 QVM Multi-factor ETF 11.7 11 29 4.4 +1.2
BNGE First Trust S-Network Streaming and Gaming ETF 11.7 70 -30 2.4 -0.8
DUNK Dana Unconstrained Equity ETF 11.7 75 -35 1.9 -1.3
WOMN Impact Shares YWCA Women's Empowerment ETF 11.7 75 -35 4.8 +1.6
PRF Invesco FTSE RAFI US 1000 ETF 11.7 39 1 5.9 +2.7
NULC Nuveen ESG Large-Cap ETF 11.5 21 19 4.4 +1.2
LCDS JPMorgan Fundamental Data Science Large Core ETF 11.5 30 10 4.0 +0.8
GINN Goldman Sachs Innovate Equity ETF 11.4 52 -12 3.2 +0.0
PEXL Pacer US Export Leaders ETF 11.4 60 -20 3.8 +0.7
ABIG Argent Large Cap ETF 11.4 49 -9 4.0 +0.9
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 11.4 40 0 5.3 +2.1
IXP iShares Global Comm Services ETF 11.4 42 -2 5.2 +2.1
XLC The Communication Services Select Sector SPDR Fund 11.4 8 32 4.9 +1.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 11.3 64 -24 0.9 -2.3
VONV Vanguard Russell 1000 Value ETF 11.2 7 33 5.7 +2.6
IWD iShares Russell 1000 Value ETF 11.2 19 21 5.6 +2.4
VOOV Vanguard S&P 500 Value ETF 11.2 7 33 5.5 +2.3
HUMN Roundhill Humanoid Robotics ETF 11.2 75 -35 1.0 -2.2
DJD Invesco Dow Jones Industrial Average Dividend ETF 11.2 7 33 6.8 +3.6
FMDE Fidelity Enhanced Mid Cap ETF 11.1 23 17 5.2 +2.0
SFY SoFi Select 500 ETF 11.1 0 40 3.8 +0.6
VSLU Applied Finance Valuation Large Cap ETF 11.1 49 -9 4.7 +1.5
MODL VictoryShares WestEnd U.S. Sector ETF 11.0 42 -2 3.9 +0.8
ARKQ ARK Autonomous Technology & Robotics ETF 11.0 75 -35 0.8 -2.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 11.0 65 -25 1.7 -1.4
FDLO Fidelity Low Volatility Factor ETF 11.0 15 25 4.8 +1.6
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 11.0 8 32 5.5 +2.4
VDC Vanguard Consumer Staples ETF 11.0 9 31 5.5 +2.4
POWA Invesco Bloomberg Pricing Power ETF 10.9 40 0 5.0 +1.9
VOE Vanguard Mid-Cap Value ETF 10.9 7 33 6.9 +3.8
GVUS Marketbeta Russell 1000 Value Equity ETF 10.9 12 28 5.7 +2.6
SUSL iShares ESG MSCI USA Leaders ETF 10.9 10 30 4.1 +0.9
EBI Longview Advantage ETF 10.9 35 5 5.7 +2.6
ROE Astoria US Quality Kings ETF 10.8 49 -9 5.6 +2.4
QUS State Street SPDR MSCI USA StrategicFactors ETF 10.7 15 25 4.9 +1.8
LSAF LeaderShares AlphaFactor US Core Equity ETF 10.7 75 -35 6.4 +3.2
TOK iShares MSCI Kokusai ETF 10.7 26 14 4.3 +1.1
HGRO Hedgeye Quality Growth ETF 10.7 70 -30 2.9 -0.3
DAK Dakota Active Equity ETF 10.7 43 -3 3.7 +0.5
GXPS Global X PureCap MSCI Consumer Staples ETF 10.7 25 15 4.8 +1.7
KXI iShares Global Consumer Staples ETF 10.7 41 -1 5.3 +2.1
XLP The Consumer Staples Select Sector SPDR Fund 10.7 8 32 5.8 +2.6
SCHV Schwab U.S. Large-Cap Value ETF 10.7 4 36 5.9 +2.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 10.7 10 30 4.1 +1.0
TEXN iShares Texas Equity ETF 10.7 20 20 5.5 +2.4
REVS Columbia Research Enhanced Value ETF 10.6 19 21 6.9 +3.7
DSI iShares MSCI KLD 400 Social ETF 10.6 25 15 4.1 +0.9
GXPC Global X PureCap MSCI Communication Services ETF 10.6 25 15 3.8 +0.6
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 10.6 10 30 3.6 +0.5
IWX iShares Russell Top 200 Value ETF 10.6 20 20 5.2 +2.1
DGRW WisdomTree US Quality Dividend Growth Fund 10.6 28 12 4.8 +1.6
KOKU Xtrackers MSCI Kokusai Equity ETF 10.4 9 31 4.5 +1.3
USMF WisdomTree U.S. Multifactor Fund 10.4 28 12 6.4 +3.2
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 10.4 5 35 7.1 +4.0
GK AdvisorShares Gerber Kawasaki ETF 10.4 75 -35 2.0 -1.2
ZECP Zacks Earnings Consistent Portfolio ETF 10.4 55 -15 4.2 +1.0
JAVA JPMorgan Active Value ETF 10.3 44 -4 5.5 +2.3
HDUS Hartford Disciplined US Equity ETF 10.3 19 21 4.9 +1.8
NBDS Neuberger Berman Disrupters ETF 10.3 55 -15 0.5 -2.6
AGRW Allspring LT Large Growth ETF 10.3 35 5 2.9 -0.3
ALTL Pacer Lunt Large Cap Alternator ETF 10.3 60 -20 4.2 +1.0
DEMZ Democratic Large Cap Core ETF 10.2 45 -5 3.8 +0.6
SPHB Invesco S&P 500 High Beta ETF 10.2 25 15 4.0 +0.8
SIXA ETC 6 Meridian Mega Cap Equity ETF 10.2 80 -40 6.1 +3.0
URTH iShares MSCI World ETF 10.2 24 16 4.4 +1.2
CGUS Capital Group Core Equity ETF 10.2 33 7 3.7 +0.6
VNSE Natixis Vaughan Nelson Select ETF 10.1 80 -40 4.1 +0.9
SGLC SGI U.S. Large Cap Core ETF 10.1 85 -45 3.2 +0.1
SFGV Sequoia Global Value ETF 10.1 23 17 7.5 +4.3
EQIN Columbia US Equity Income ETF 10.1 35 5 6.2 +3.0
OND ProShares On-Demand ETF 10.1 58 -18 -0.6 -3.7
FELV Fidelity Enhanced Large Cap Value ETF 10.0 18 22 5.9 +2.7
VFMF Vanguard U.S. Multifactor ETF 10.0 18 22 6.7 +3.5
IVES Wedbush ETFMG Global Cloud Technology ETF 10.0 68 -28 4.8 +1.6
GLOF iShares Global Equity Factor ETF 10.0 20 20 5.9 +2.7
AIQ Global X Artificial Intelligence & Technology ETF 10.0 68 -28 2.9 -0.3
ONEY State Street SPDR Russell 1000 Yield Focus ETF 9.9 20 20 9.1 +6.0
FLDZ RiverNorth Patriot ETF 9.9 75 -35 5.6 +2.5
VFMO Vanguard U.S. Momentum Factor ETF 9.9 13 27 2.5 -0.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 9.9 10 30 3.6 +0.4
CHGX AXS Change Finance ESG ETF 9.9 49 -9 4.4 +1.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 9.9 25 15 5.4 +2.3
SUSA iShares MSCI USA ESG Select ETF 9.8 25 15 3.9 +0.8
FTCS First Trust Capital Strength ETF 9.8 55 -15 4.9 +1.8
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 9.8 15 25 6.3 +3.1
PCGG Polen Capital Global Growth ETF 9.8 85 -45 3.4 +0.2
FDWM Fidelity Women's Leadership ETF 9.7 59 -19 4.2 +1.0
ROUS Hartford Multifactor US Equity ETF 9.7 19 21 6.1 +2.9
PRXV Praxis Impact Large Cap Value ETF 9.7 36 4 5.8 +2.7
TMFG Motley Fool Global Opportunities ETF 9.7 85 -45 3.5 +0.3
VYM Vanguard High Dividend Yield Index ETF 9.7 6 34 6.3 +3.1
BRIF FIS Bright Portfolios Focused Equity ETF 9.6 65 -25 3.9 +0.8
LCF Touchstone US Large Cap Focused ETF 9.6 69 -29 3.6 +0.4
FFND Future Fund Active ETF 9.6 100 -60 3.1 -0.1
BELT iShares Long-Term U.S. Equity Active ETF 9.6 75 -35 2.2 -0.9
MTUM iShares MSCI USA Momentum Factor ETF 9.5 15 25 2.6 -0.5
FQAL Fidelity Quality Factor ETF 9.5 15 25 4.8 +1.6
QLC FlexShares US Quality Large Cap Index Fund 9.5 25 15 4.5 +1.4
PFM Invesco Dividend Achievers ETF 9.5 53 -13 4.6 +1.5
EQRR ProShares Equities for Rising Rates ETF 9.4 35 5 6.7 +3.5
GGRW Gabelli Growth Innovators ETF 9.4 90 -50 1.8 -1.4
RVER Trenchless Fund ETF 9.4 65 -25 2.2 -0.9
VTV Vanguard Value ETF 9.3 4 36 6.0 +2.9
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 9.3 12 28 5.4 +2.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 9.3 45 -5 3.6 +0.4
VIG Vanguard Dividend Appreciation ETF 9.3 5 35 4.9 +1.7
GVIP Goldman Sachs Hedge Industry VIP ETF 9.3 45 -5 2.6 -0.5
EBIZ Global X E-Commerce ETF 9.3 50 -10 3.3 +0.1
VB Vanguard Small-Cap ETF 9.2 5 35 5.3 +2.1
USSE Segall Bryant & Hamill Select Equity ETF 9.2 65 -25 3.3 +0.1
MAGA Point Bridge America First ETF 9.1 72 -32 5.7 +2.5
ACWI iShares MSCI ACWI ETF 9.0 32 8 4.7 +1.5
KLMT Invesco MSCI Global Climate 500 ETF 9.0 10 30 4.9 +1.8
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 8.9 35 5 5.0 +1.9
DIVN Horizon Dividend Income ETF 8.9 70 -30 6.7 +3.6
STXD Strive 1000 Dividend Growth ETF 8.9 35 5 4.2 +1.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 8.9 7 33 5.0 +1.8
SAMT Strategas Macro Thematic Opportunities ETF 8.8 65 -25 2.1 -1.1
DIVL Madison Dividend Value ETF 8.8 65 -25 4.8 +1.6
IOO iShares Global 100 ETF 8.8 41 -1 3.9 +0.7
SNPE Xtrackers S&P 500 ESG ETF 8.8 10 30 4.3 +1.1
ASLV Allspring Special Large Value ETF 8.7 35 5 5.8 +2.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 8.7 20 20 4.8 +1.6
QNXT iShares Nasdaq-100 ex Top 30 ETF 8.7 20 20 4.2 +1.0
AOTG AOT Growth and Innovation ETF 8.7 75 -35 1.4 -1.7
TECB iShares U.S. Tech Breakthrough Multisector ETF 8.7 40 0 3.1 -0.1
MGV Vanguard Mega Cap Value ETF 8.6 7 33 5.7 +2.6
BCOR Grayscale Bitcoin Adopters ETF 8.6 59 -19 2.1 -1.0
HLAL Wahed FTSE USA Shariah ETF 8.6 50 -10 3.9 +0.7
IQM Franklin Intelligent Machines ETF 8.6 50 -10 1.5 -1.7
VT Vanguard Total World Stock ETF 8.5 6 34 5.1 +1.9
BLCR iShares Large Cap Core Active ETF 8.5 36 4 3.0 -0.1
ITB iShares U.S. Home Construction ETF 8.5 40 0 10.2 +7.0
OPTZ Optimize Strategy Index ETF 8.5 50 -10 4.2 +1.0
FTCE First Trust New Constructs Core Earnings Leaders ETF 8.5 60 -20 4.5 +1.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 8.4 9 31 4.9 +1.7
INCE Franklin Income Equity Focus ETF 8.3 29 11 5.0 +1.9
GURU Global X Guru Index ETF 8.3 75 -35 2.4 -0.7
XHB State Street SPDR S&P Homebuilders ETF 8.3 35 5 9.7 +6.5
HOMZ Hoya Capital Housing ETF 8.3 30 10 8.5 +5.3
VLUE iShares MSCI USA Value Factor ETF 8.2 15 25 7.9 +4.7
SCHM Schwab U.S. Mid-Cap ETF 8.2 4 36 6.0 +2.8
PTL Inspire 500 ETF 8.2 9 31 4.7 +1.5
USXF iShares ESG Advanced MSCI USA ETF 8.2 10 30 3.9 +0.8
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 8.2 15 25 3.4 +0.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 8.1 12 28 4.3 +1.1
SMOG VanEck Low Carbon Energy ETF 8.1 61 -21 1.5 -1.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 8.1 60 -20 3.3 +0.1
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 8.0 58 -18 -1.9 -5.0
CGGO Capital Group Global Growth Equity ETF 8.0 47 -7 3.8 +0.6
GDIV Harbor Dividend Growth Leaders ETF 8.0 50 -10 4.4 +1.3
DGT State Street SPDR Global Dow ETF 7.9 50 -10 6.0 +2.8
FDRR Fidelity Dividend ETF for Rising Rates 7.9 15 25 6.1 +2.9
BEDZ AdvisorShares Hotel ETF 7.9 100 -60 5.9 +2.8
BUL Pacer US Cash Cows Growth ETF 7.9 60 -20 4.0 +0.8
FDRV Fidelity Electric Vehicles and Future Transportation ETF 7.9 39 1 -1.3 -4.4
GGME Invesco Next Gen Media and Gaming ETF 7.8 60 -20 4.2 +1.0
SPVU Invesco S&P 500 Enhanced Value ETF 7.8 13 27 8.9 +5.7
DFLV Dimensional US Large Cap Value ETF 7.8 22 18 6.5 +3.3
METV Roundhill Ball Metaverse ETF 7.8 59 -19 7.6 +4.4
SFYX SoFi Next 500 ETF 7.8 0 40 5.0 +1.8
RDVY First Trust Rising Dividend Achievers ETF 7.8 50 -10 5.2 +2.1
DGRO iShares Core Dividend Growth ETF 7.8 8 32 5.8 +2.7
ICAP InfraCap Equity Income Fund ETF 7.8 171 -131 3.8 +0.7
USMV iShares MSCI USA Min Vol Factor ETF 7.8 15 25 5.0 +1.9
LOWV AB US Low Volatility Equity ETF 7.8 48 -8 4.5 +1.4
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 7.7 60 -20 8.7 +5.5
VXF Vanguard Extended Market ETF 7.7 5 35 3.9 +0.7
BDIV AAM Brentview Dividend Growth ETF 7.7 49 -9 3.7 +0.6
STXV Strive 1000 Value ETF 7.7 18 22 7.2 +4.0
FFLC Fidelity Fundamental Large Cap Core ETF 7.7 38 2 3.9 +0.7
AUSF Global X Adaptive U.S. Factor ETF 7.7 27 13 7.9 +4.8
ISCB iShares Morningstar Small-Cap ETF 7.7 4 36 5.1 +1.9
DTD WisdomTree U.S. Total Dividend Fund 7.7 28 12 5.6 +2.4
FTA First Trust Large Cap Value AlphaDEX Fund 7.7 59 -19 7.8 +4.6
EQAL Invesco Russell 1000 Equal Weight ETF 7.7 20 20 6.4 +3.2
SNPG Xtrackers S&P 500 Growth ESG ETF 7.6 15 25 3.6 +0.5
GOP Unusual Whales Subversive Republican Trading ETF 7.6 50 -10 4.7 +1.5
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 7.6 79 -39 4.8 +1.6
FDTX Fidelity Disruptive Technology ETF 7.6 50 -10 2.1 -1.1
DURA VanEck Durable High Dividend ETF 7.5 29 11 6.7 +3.5
DLN WisdomTree U.S. LargeCap Dividend Fund 7.5 28 12 5.3 +2.1
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 7.5 49 -9 3.5 +0.3
SNPV Xtrackers S&P 500 Value ESG ETF 7.5 15 25 6.1 +2.9
MAVF Matrix Advisors Value ETF 7.5 75 -35 4.8 +1.7
RAFE PIMCO RAFI ESG U.S. ETF 7.4 29 11 6.1 +2.9
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 7.4 40 0 6.9 +3.8
BFOR ALPS Barron's 400 ETF 7.4 65 -25 4.9 +1.7
LGCF Themes US Cash Flow Champions ETF 7.4 30 10 7.2 +4.1
XPND First Trust Expanded Technology ETF 7.4 65 -25 2.9 -0.3
JGRW Jensen Quality Growth ETF 7.4 57 -17 3.6 +0.4
TXS Texas Capital Texas Equity Index ETF 7.4 49 -9 5.3 +2.1
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 7.3 15 25 5.8 +2.6
EV Mast Global Battery Recycling & Production ETF 7.3 65 -25 7.2 +4.0
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 7.3 52 -12 4.9 +1.8
PDP Invesco Dorsey Wright Momentum ETF 7.3 62 -22 1.5 -1.7
KOCG FIS Knights of Columbus Global Belief ETF 7.3 75 -35 4.4 +1.2
ABFL Abacus FCF Leaders ETF 7.3 59 -19 3.8 +0.6
FBCV Fidelity Blue Chip Value ETF 7.2 59 -19 6.4 +3.3
CGDV Capital Group Dividend Value ETF 7.2 33 7 4.0 +0.8
QUVU Hartford Quality Value ETF 7.2 46 -6 6.6 +3.4
XT iShares Exponential Technologies ETF 7.1 46 -6 4.2 +1.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 7.1 70 -30 4.6 +1.4
BLCV iShares Large Cap Value Active ETF 7.1 53 -13 6.5 +3.3
GVLU Gotham 1000 Value ETF 7.1 50 -10 8.2 +5.0
FAB First Trust Multi Cap Value AlphaDEX Fund 7.1 67 -27 8.7 +5.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 7.1 58 -18 5.0 +1.9
QLTY GMO U.S. Quality ETF 7.1 50 -10 3.8 +0.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 7.1 18 22 7.0 +3.8
DFUV Dimensional US Marketwide Value ETF 7.1 22 18 6.4 +3.3
QDF FlexShares Quality Dividend Index Fund 7.0 37 3 5.4 +2.3
AGIQ Sofi Agentic AI ETF 7.0 69 -29 1.5 -1.7
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 7.0 25 15 5.2 +2.0
SPLV Invesco S&P 500 Low Volatility ETF 7.0 25 15 5.2 +2.0
RPV Invesco S&P 500 Pure Value ETF 7.0 35 5 9.1 +5.9
SMMD iShares Russell 2500 ETF 7.0 15 25 5.8 +2.6
ESGG FlexShares STOXX Global ESG Select Index Fund 6.9 42 -2 4.7 +1.5
DARP Grizzle Growth ETF 6.9 75 -35 2.1 -1.1
VERS ProShares Metaverse ETF 6.9 58 -18 0.1 -3.1
QWLD SPDR MSCI World StrategicFactors ETF 6.9 30 10 5.1 +2.0
AWAY ETFMG Travel Tech ETF 6.9 76 -36 -0.2 -3.3
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 6.9 49 -9 4.7 +1.6
FBOT Fidelity Disruptive Automation ETF 6.8 50 -10 2.8 -0.4
QLV FlexShares US Quality Low Volatility Index Fund 6.7 22 18 5.1 +1.9
VFVA Vanguard U.S. Value Factor ETF 6.7 13 27 9.3 +6.2
SPMV Invesco S&P 500 Minimum Variance ETF 6.7 10 30 4.9 +1.8
EVUS iShares ESG Aware MSCI USA Value ETF 6.7 18 22 5.6 +2.4
FLRG Fidelity U.S. Multifactor ETF 6.7 15 25 6.0 +2.9
QDEF FlexShares Quality Dividend Defensive Index Fund 6.7 37 3 5.3 +2.1
HDV iShares Core High Dividend ETF 6.6 8 32 6.5 +3.3
DSTL Distillate US Fundamental Stability & Value ETF 6.5 39 1 7.3 +4.1
QBIG Invesco Top QQQ ETF 6.5 29 11 0.0 -3.2
FUNL CornerCap Fundametrics Large-Cap ETF 6.5 50 -10 6.3 +3.2
RJDI RJ Eagle GCM Dividend Select Income ETF 6.5 55 -15 4.9 +1.7
CRTC Xtrackers US National Critical Technologies ETF 6.4 35 5 4.1 +0.9
SCHD Schwab US Dividend Equity ETF 6.4 6 34 8.9 +5.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 6.4 24 16 7.4 +4.2
BEEX BeeHive ETF 6.4 84 -44 3.6 +0.4
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 6.4 40 0 5.3 +2.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 6.4 18 22 5.0 +1.8
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 6.4 60 -20 3.6 +0.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 6.4 17 23 5.2 +2.1
GEW Cambria Global EW ETF 6.4 29 11 5.3 +2.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 6.4 4 36 5.1 +1.9
CARZ First Trust NASDAQ Global Auto Index Fund 6.4 70 -30 3.4 +0.2
MOAT VanEck Morningstar Wide Moat ETF 6.3 46 -6 5.3 +2.1
ULVM VictoryShares US Value Momentum ETF 6.3 20 20 6.5 +3.4
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 6.3 15 25 7.7 +4.5
VFMV Vanguard U.S. Minimum Volatility ETF 6.2 13 27 5.3 +2.1
QQLV Invesco QQQ Low Volatility ETF 6.2 25 15 4.4 +1.2
ANEW ProShares MSCI Transformational Changes ETF 6.2 45 -5 4.6 +1.4
PKW Invesco Buyback Achievers ETF 6.1 62 -22 7.0 +3.8
WTV WisdomTree US Value Fund of Benef Interest 6.1 12 28 7.7 +4.5
RFDA RiverFront Dynamic US Dividend Advantage ETF 6.1 52 -12 5.6 +2.4
STXM Strive Mid-Cap ETF 6.1 18 22 5.5 +2.3
DIVB iShares Core Dividend ETF 6.0 5 35 7.3 +4.1
VBR Vanguard Small Cap Value ETF 6.0 7 33 7.9 +4.7
DVND Touchstone Dividend Select ETF 6.0 67 -27 4.9 +1.7
ERTH Invesco MSCI Sustainable Future ETF 6.0 62 -22 3.1 -0.1
DFNV Donoghue Forlines Innovation ETF 6.0 69 -29 3.7 +0.6
SURE AdvisorShares Insiders Advantage ETF 6.0 90 -50 8.3 +5.1
ETHO Etho Climate Leadership U.S. ETF 5.9 47 -7 4.7 +1.5
FLOW Global X U.S. Cash Flow Kings 100 ETF 5.9 25 15 10.6 +7.5
MCDS JPMorgan Fundamental Data Science Mid Core ETF 5.9 35 5 5.0 +1.8
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.9 29 11 6.4 +3.2
LRND IQ U.S. Large Cap R&D Leaders ETF 5.8 14 26 4.3 +1.1
IETC iShares U.S. Tech Independence Focused ETF 5.8 18 22 2.8 -0.4
BGDV Bahl & Gaynor Dividend ETF 5.8 45 -5 4.0 +0.8
FNX First Trust Mid Cap Core AlphaDEX Fund 5.8 60 -20 5.9 +2.8
ACWV iShares MSCI Global Min Vol Factor ETF 5.7 20 20 5.3 +2.2
JHDV John Hancock U.S. High Dividend ETF 5.7 34 6 6.0 +2.8
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 5.7 50 -10 7.6 +4.5
NULV Nuveen ESG Large-Cap Value ETF 5.6 26 14 5.6 +2.4
RGEF Rockefeller Global Equity ETF 5.6 55 -15 3.9 +0.8
IJH iShares Core S&P Mid-Cap ETF 5.6 5 35 6.3 +3.1
MDY SPDR S&P Midcap 400 ETF Trust 5.6 24 16 6.1 +2.9
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 5.6 3 37 6.3 +3.1
BATT Amplify Lithium & Battery Technology ETF 5.6 59 -19 1.7 -1.5
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 5.6 58 -18 3.9 +0.8
EZM WisdomTree U.S. MidCap Fund 5.5 38 2 7.6 +4.4
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 5.5 45 -5 1.3 -1.8
ARKF ARK Fintech Innovation ETF 5.5 75 -35 0.1 -3.1
TMDV ProShares Russell US Dividend Growers ETF 5.5 35 5 6.3 +3.2
VIS Vanguard Industrials ETF 5.5 9 31 3.8 +0.6
IVOO Vanguard S&P Mid-Cap 400 ETF 5.5 7 33 6.3 +3.1
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 5.5 27 13 6.7 +3.6
DRIV Global X Autonomous & Electric Vehicles ETF 5.5 68 -28 4.1 +1.0
ISCV iShares Morningstar Small Cap Value ETF 5.4 6 34 7.5 +4.4
WTAI WisdomTree Artificial Intelligence and Innovation Fund 5.4 45 -5 2.1 -1.1
WRND IQ Global Equity R&D Leaders ETF 5.4 18 22 6.6 +3.4
USCF Themes US Cash Flow Champions ETF 5.4 29 11 7.7 +4.5
DFAS Dimensional U.S. Small Cap ETF 5.4 26 14 5.8 +2.6
CDIG City Different Investments Global Equity ETF 5.4 75 -35 0.4 -2.7
CLOD Themes Cloud Computing ETF 5.4 35 5 2.9 -0.3
NOBL ProShares S&P 500 Dividend Aristocrats ETF 5.3 35 5 5.6 +2.5
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 5.3 60 -20 5.7 +2.5
TAX Cambria Tax Aware ETF 5.3 49 -9 5.1 +1.9
CSTK Invesco Comstock Contrarian Equity ETF 5.2 35 5 6.0 +2.8
GKAT Scharf Global Opportunity ETF 5.2 57 -17 5.4 +2.3
FPAG FPA Global Equity ETF 5.2 49 -9 4.9 +1.8
KAT Scharf ETF 5.2 87 -47 4.6 +1.4
FSMD Fidelity Small-Mid Multifactor ETF 5.2 15 25 6.1 +2.9
CLNR IQ Cleaner Transport ETF 5.2 45 -5 4.9 +1.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 5.2 24 16 6.5 +3.3
SMLF iShares U.S. SmallCap Equity Factor ETF 5.2 15 25 5.2 +2.1
WLDR Affinity World Leaders Equity ETF 5.2 67 -27 6.4 +3.3
BGIG Bahl & Gaynor Income Growth ETF 5.2 45 -5 4.7 +1.5
PSET Principal Quality ETF 5.1 15 25 4.6 +1.4
XJH iShares ESG Screened S&P Mid-Cap ETF 5.1 12 28 6.2 +3.0
RWK Invesco S&P MidCap 400 Revenue ETF 5.1 39 1 8.2 +5.0
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 5.1 56 -16 5.8 +2.6
ISCG iShares Morningstar Small-Cap Growth ETF 5.1 6 34 2.5 -0.7
XLI The Industrial Select Sector SPDR Fund 5.0 8 32 3.7 +0.5
ACES ALPS Clean Energy ETF 5.0 55 -15 -2.5 -5.6
VSDA VictoryShares Dividend Accelerator ETF 5.0 35 5 6.6 +3.4
LRNZ TrueShares Technology, AI & Deep Learning ETF 5.0 69 -29 -0.7 -3.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 4.9 15 25 6.3 +3.2
PEJ Invesco Leisure and Entertainment ETF 4.8 58 -18 0.9 -2.3
DUSA Davis Select U.S. Equity ETF 4.8 61 -21 6.4 +3.3
TMFX Motley Fool Next Index ETF 4.8 50 -10 2.7 -0.5
SDY State Street SPDR S&P Dividend ETF 4.8 35 5 6.2 +3.0
DVLU First Trust Dorsey Wright Momentum & Value ETF 4.7 60 -20 5.2 +2.1
FCTE SMI 3Fourteen Full-Cycle Trend ETF 4.7 85 -45 3.6 +0.4
SMOT VanEck Morningstar SMID Moat ETF 4.6 49 -9 5.8 +2.6
PKB Invesco Building & Construction ETF 4.6 62 -22 3.5 +0.3
IYT iShares US Transportation ETF 4.6 40 0 4.4 +1.2
TRFM AAM Transformers ETF 4.6 49 -9 1.0 -2.2
SPVM Invesco S&P 500 Value with Momentum ETF 4.6 39 1 6.7 +3.5
FCPI Fidelity Stocks for Inflation ETF 4.6 15 25 6.9 +3.7
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 4.6 49 -9 3.4 +0.2
NUDV Nuveen ESG Dividend ETF 4.6 26 14 6.7 +3.5
XTN State Street SPDR S&P Transportation ETF 4.5 35 5 3.6 +0.5
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 4.5 72 -32 -1.3 -4.4
WUGI AXS Esoterica NextG Economy ETF 4.5 75 -35 2.3 -0.9
QQQJ Invesco NASDAQ Next Gen 100 ETF 4.5 15 25 3.9 +0.7
SPDV AAM S&P 500 High Dividend Value ETF 4.4 29 11 10.6 +7.4
IDRV iShares Self-driving EV & Tech ETF 4.4 47 -7 3.1 -0.1
MOTO SmartETFs Smart Transportation & Technology ETF 4.4 68 -28 5.5 +2.4
LEGR First Trust Indxx Innovative Transaction & Process ETF 4.4 65 -25 7.1 +4.0
SEMG Suncoast Select Growth ETF 4.4 60 -20 3.3 +0.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 4.4 15 25 5.3 +2.1
JETS U.S. Global Jets ETF 4.4 60 -20 2.0 -1.1
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 4.4 65 -25 4.2 +1.0
SDOG ALPS Sector Dividend Dogs ETF 4.3 36 4 8.7 +5.5
ARVR First Trust Indxx Metaverse ETF 4.3 70 -30 3.4 +0.3
LEAD Siren DIVCON Leaders Dividend ETF 4.3 43 -3 3.6 +0.4
DON WisdomTree U.S. MidCap Dividend Fund 4.3 38 2 8.2 +5.0
PRAY FIS Christian Stock Fund 4.2 69 -29 4.3 +1.2
VBK Vanguard Small-Cap Growth ETF 4.2 7 33 1.5 -1.7
SWP SWP Growth & Income ETF 4.2 99 -59 3.6 +0.5
SKYY First Trust Cloud Computing ETF 4.2 60 -20 2.6 -0.6
VFLO VictoryShares Free Cash Flow ETF 4.2 39 1 8.6 +5.5
IJJ iShares S&P Mid-Cap 400 Value ETF 4.1 18 22 7.6 +4.4
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 4.1 15 25 7.6 +4.5
BOTT Themes Robotics & Automation ETF 4.1 35 5 -1.4 -4.6
ABOT Abacus FCF Innovation Leaders ETF 4.1 69 -29 4.2 +1.1
AFOS ARS Focused Opportunities Strategy ETF 4.1 45 -5 2.4 -0.8
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 4.0 20 20 3.7 +0.5
FIDU Fidelity MSCI Industrial Index ETF 4.0 8 32 3.7 +0.6
SRHQ SRH U.S. Quality ETF 4.0 35 5 6.3 +3.1
RNIN Bushido Capital US SMID Cap Equity ETF 4.0 70 -30 11.1 +7.9
TMAT Main Thematic Innovation ETF 4.0 164 -124 -1.5 -4.7
LOUP Innovator Deepwater Frontier Tech ETF 4.0 70 -30 0.6 -2.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 4.0 10 30 5.0 +1.9
BEEZ Honeytree U.S. Equity ETF 3.9 64 -24 3.2 +0.0
MIDE Xtrackers S&P MidCap 400 ESG ETF 3.9 15 25 7.0 +3.8
CGRO CoreValues Alpha Greater China Growth ETF 3.9 75 -35 2.9 -0.3
USRD Themes US R&D Champions ETF 3.9 29 11 3.9 +0.8
AGQI First Trust Active Global Quality Income ETF 3.9 85 -45 4.6 +1.4
WISE Themes Generative Artificial Intelligence ETF 3.9 35 5 -0.4 -3.6
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.8 35 5 6.3 +3.2
VAMO Cambria Value & Momentum ETF 3.8 61 -21 5.4 +2.3
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 3.8 65 -25 2.9 -0.2
ARKX ARK Space Exploration & Innovation ETF 3.7 75 -35 0.0 -3.1
EXI iShares Global Industrials ETF 3.7 42 -2 3.7 +0.5
MDLV Morgan Dempsey Large Cap Value ETF 3.7 58 -18 6.6 +3.4
FDVV Fidelity High Dividend ETF 3.7 15 25 7.0 +3.8
RSPN Invesco S&P 500 Equal Weight Industrials ETF 3.7 40 0 4.3 +1.1
CHAT Roundhill Generative AI & Technology ETF 3.6 75 -35 6.3 +3.1
NUMV Nuveen ESG Mid-Cap Value ETF 3.6 31 9 6.1 +2.9
SCHA Schwab U.S. Small-Cap ETF 3.6 4 36 4.9 +1.7
MBOX Freedom Day Dividend ETF 3.6 39 1 6.7 +3.6
CZAR Themes Natural Monopoly ETF 3.6 35 5 4.9 +1.7
FNDA Schwab Fundamental US Small Co. Index ETF 3.5 25 15 6.7 +3.5
WCEO Hypatia Women CEO ETF 3.5 85 -45 2.8 -0.3
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 3.5 38 2 7.2 +4.0
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 3.5 35 5 7.2 +4.0
RCGE RockCreek Global Equality ETF 3.5 95 -55 6.0 +2.9
AFMC First Trust Active Factor Mid Cap ETF 3.5 65 -25 7.0 +3.9
LIT Global X Lithium & Battery Tech ETF 3.4 75 -35 5.6 +2.5
LYLD Cambria Large Cap Shareholder Yield ETF 3.4 59 -19 8.6 +5.4
SIXL ETC 6 Meridian Low Beta Equity ETF 3.4 80 -40 5.8 +2.6
PWV Invesco Large Cap Value ETF 3.3 55 -15 6.7 +3.6
WBAT WisdomTree Battery Value Chain and Innovation Fund 3.3 45 -5 1.6 -1.5
NUMG Nuveen ESG Mid-Cap Growth ETF 3.3 31 9 2.2 -0.9
MOTG VanEck Morningstar Global Wide Moat ETF 3.3 52 -12 8.6 +5.5
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.3 70 -30 1.7 -1.5
NETZ TCW Transform Systems ETF 3.3 75 -35 2.1 -1.1
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 3.3 61 -21 1.8 -1.4
IJK iShares S&P Mid-Cap 400 Growth ETF 3.2 17 23 4.8 +1.7
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 3.2 15 25 4.9 +1.7
CVAR Cultivar ETF 3.2 87 -47 6.7 +3.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 3.2 10 30 7.8 +4.6
CALF Pacer US Small Cap Cash Cows 100 ETF 3.2 59 -19 9.1 +5.9
XDAT Franklin Exponential Data ETF 3.1 50 -10 1.9 -1.2
IGM iShares Expanded Tech Sector ETF 3.1 41 -1 2.9 -0.3
JSTC Adasina Social Justice All Cap Global ETF 3.1 89 -49 4.2 +1.0
SAGP Strategas Global Policy Opportunities ETF 3.1 65 -25 4.6 +1.5
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.1 15 25 7.0 +3.9
FVD First Trust Value Line Dividend Index Fund 3.1 65 -25 5.7 +2.6
DHS WisdomTree U.S. High Dividend Fund 3.1 38 2 7.3 +4.2
VEGN US Vegan Climate ETF 3.1 60 -20 3.8 +0.6
CGDG Capital Group Dividend Growers ETF 3.0 47 -7 5.4 +2.2
QVAL Alpha Architect US Quantitative Value ETF 3.0 39 1 8.5 +5.4
RUNN Running Oak Efficient Growth ETF 2.9 58 -18 4.4 +1.2
ETEC iShares Breakthrough Environmental Solutions ETF 2.9 47 -7 3.1 -0.1
ECML Euclidean Fundamental Value ETF 2.9 95 -55 8.8 +5.6
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.9 39 1 2.7 -0.5
JHSC John Hancock Multifactor Small Cap ETF 2.8 42 -2 5.8 +2.6
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 2.8 60 -20 5.1 +2.0
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.8 49 -9 3.9 +0.8
TBG TBG Dividend Focus ETF 2.8 59 -19 7.2 +4.0
HART IQ Healthy Hearts ETF 2.8 45 -5 5.4 +2.2
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 2.7 60 -20 6.0 +2.9
BLES Inspire Global Hope ETF 2.7 61 -21 6.1 +2.9
DIVE Dana Concentrated Dividend ETF 2.7 65 -25 6.7 +3.5
SMRI Bushido Capital US Equity ETF 2.7 71 -31 8.7 +5.5
DVY iShares Select Dividend ETF 2.7 38 2 8.3 +5.2
AKRE Akre Focus ETF 2.6 106 -66 3.2 +0.0
TPHD Timothy Plan High Dividend Stock ETF 2.6 52 -12 6.5 +3.3
SAMM Strategas Macro Momentum ETF 2.6 66 -26 1.8 -1.3
FNK First Trust Mid Cap Value AlphaDEX Fund 2.6 70 -30 9.3 +6.2
COWS Amplify Cash Flow Dividend Leaders ETF 2.6 0 40 10.3 +7.1
MVAL VanEck Morningstar Wide Moat Value ETF 2.6 49 -9 6.0 +2.8
EATZ AdvisorShares Restaurant ETF 2.6 101 -61 5.6 +2.4
FDL First Trust Morningstar Dividend Leaders Index Fund 2.6 45 -5 9.7 +6.5
ODDS Pacer BlueStar Digital Entertainment ETF 2.5 60 -20 2.8 -0.4
SYLD Cambria Shareholder Yield ETF 2.5 59 -19 10.9 +7.8
RW Rainwater Equity ETF 2.5 125 -85 2.2 -0.9
DTEC ALPS Disruptive Technologies ETF 2.5 50 -10 3.3 +0.1
DFAT Dimensional U.S. Targeted Value ETF 2.4 28 12 8.8 +5.7
NUSC Nuveen ESG Small-Cap ETF 2.4 31 9 4.5 +1.4
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.4 39 1 1.3 -1.9
PPTY US Diversified Real Estate ETF 2.4 53 -13 7.8 +4.6
MADE iShares U.S. Manufacturing ETF 2.4 40 0 4.1 +0.9
DIVG Invesco S&P 500 High Dividend Growers ETF 2.4 39 1 7.7 +4.6
IVRS iShares Future Metaverse Tech and Communications ETF 2.4 47 -7 3.0 -0.1
AIVC Amplify Bloomberg AI Value Chain ETF 2.3 59 -19 4.4 +1.2
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 2.3 58 -18 3.9 +0.7
WBIY WBI Power Factor High Dividend ETF 2.3 100 -60 12.3 +9.1
BOUT Innovator IBD Breakout Opportunities ETF 2.3 81 -41 4.6 +1.4
SGRT SMART Earnings Growth 30 ETF 2.3 59 -19 1.8 -1.4
ESPO VanEck Video Gaming and eSports ETF 2.3 56 -16 4.9 +1.7
MID American Century Mid Cap Growth Impact ETF 2.2 45 -5 2.9 -0.3
QDIV Global X S&P 500 Quality Dividend ETF 2.2 20 20 8.1 +5.0
YLDE ClearBridge Dividend Strategy ESG ETF 2.2 60 -20 5.0 +1.9
LQPE PEO AlphaQuest Thematic PE ETF 2.2 125 -85 6.0 +2.8
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.2 60 -20 4.1 +0.9
FMET Fidelity Metaverse ETF 2.2 39 1 4.3 +1.1
BWEB Bitwise Web3 ETF 2.2 85 -45 -0.1 -3.3
HERO Global X Video Games & Esports ETF 2.2 50 -10 4.2 +1.1
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 2.2 75 -35 3.0 -0.2
NERD Roundhill Video Games ETF 2.2 50 -10 6.2 +3.1
CLOU Global X Cloud Computing ETF 2.1 68 -28 2.5 -0.7
DEW WisdomTree Global High Dividend Fund 2.1 58 -18 7.6 +4.5
DWLD Davis Select Worldwide ETF 2.1 63 -23 6.3 +3.2
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 2.1 55 -15 9.1 +6.0
CNRG State Street SPDR S&P Kensho Clean Power ETF 2.1 45 -5 1.5 -1.7
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 2.0 48 -8 7.8 +4.6
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 2.0 20 20 2.6 -0.6
ZIG Acquirers Fund 2.0 84 -44 17.7 +14.5
XSW State Street SPDR S&P Software & Services ETF 2.0 35 5 2.3 -0.8
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.0 20 20 5.4 +2.3
TPHE Timothy Plan High Dividend Stock Enhanced ETF 2.0 54 -14 6.5 +3.4
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.0 52 -12 5.2 +2.0
FCLD Fidelity Cloud Computing ETF 2.0 39 1 2.8 -0.3
BKSE BNY Mellon US Small Cap Core Equity ETF 2.0 4 36 5.1 +1.9
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 2.0 65 -25 -1.1 -4.3
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 1.9 7 33 10.1 +6.9
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.9 75 -35 2.3 -0.8
STXK Strive Small-Cap ETF 1.9 18 22 5.3 +2.1
XITK State Street SPDR FactSet Innovative Technology ETF 1.9 45 -5 0.7 -2.5
AIRL Themes Airlines ETF 1.9 35 5 2.0 -1.2
TOLL Tema Durable Quality ETF 1.8 75 -35 4.1 +1.0
RNSC Furst Trust Small Cap US Equity Select ETF 1.8 60 -20 4.3 +1.1
FSGS First Trust SMID Growth Strength ETF 1.8 60 -20 4.3 +1.2
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.8 35 5 4.4 +1.3
LIVR Intelligent Livermore ETF 1.8 69 -29 3.0 -0.2
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 1.8 39 1 3.4 +0.2
PBW Invesco WilderHill Clean Energy ETF 1.8 66 -26 -3.0 -6.1
SHRY First Trust Bloomberg Shareholder Yield ETF 1.8 60 -20 8.9 +5.8
JRE Janus Henderson U.S. Real Estate ETF 1.7 65 -25 7.6 +4.5
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.7 35 5 6.8 +3.6
GPT Intelligent Alpha Atlas ETF 1.7 69 -29 4.9 +1.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.7 25 15 6.9 +3.7
HYP Golden Eagle Dynamic Hypergrowth ETF 1.6 85 -45 -1.1 -4.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.6 38 2 5.7 +2.5
MVPA Miller Value Partners Appreciation ETF 1.5 60 -20 7.7 +4.6
SMAP Amplify Small-Mid Cap Equity ETF 1.5 60 -20 4.8 +1.6
DFSV Dimensional US Small Cap Value ETF 1.5 31 9 9.2 +6.0
OCEN IQ Clean Oceans ETF 1.5 45 -5 5.0 +1.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.5 65 -25 1.6 -1.6
IGV iShares Expanded Tech-Software Sector ETF 1.5 41 -1 2.6 -0.5
FPX First Trust US Equity Opportunities ETF 1.5 61 -21 0.8 -2.4
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.4 43 -3 5.2 +2.0
CBSE Clough Select Equity ETF 1.4 85 -45 0.9 -2.3
XLSR State Street US Sector Rotation ETF 1.4 70 -30 4.2 +1.1
XMMO Invesco S&P MidCap Momentum ETF 1.4 34 6 3.7 +0.6
ROBO ROBO Global Robotics & Automation Index ETF 1.4 95 -55 2.7 -0.5
FEGE First Eagle Global Equity ETF 1.4 79 -39 5.6 +2.5
NIXT Research Affiliates Deletions ETF 1.3 9 31 7.4 +4.2
RNMC First Trust Mid Cap US Equity Select ETF 1.3 60 -20 5.9 +2.8
FSCS First Trust SMID Capital Strength ETF 1.3 60 -20 6.1 +3.0
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 1.3 49 -9 5.8 +2.6
FFOX FundX Future Fund Opportunities ETF 1.3 100 -60 2.7 -0.5
LST Leuthold Select Industries ETF 1.3 91 -51 4.8 +1.6
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.3 49 -9 8.1 +5.0
TPSC Timothy Plan US Small Cap Core ETF 1.3 52 -12 6.2 +3.0
IDMO Invesco S&P International Developed Momentum ETF 1.3 25 15 5.1 +2.0
FDNI First Trust Dow Jones International Internet ETF 1.3 65 -25 18.5 +15.3
SOCL Global X Social Media ETF 1.3 65 -25 9.0 +5.8
EWD iShares MSCI Sweden ETF 1.3 54 -14 4.6 +1.4
COPY Tweedy, Browne Insider + Value ETF 1.2 80 -40 10.3 +7.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.2 95 -55 -0.5 -3.6
AVUV Avantis U.S. Small Cap Value ETF 1.1 25 15 8.6 +5.4
CSMD Congress SMid Growth ETF 1.1 69 -29 3.2 +0.1
SATO Invesco Alerian Galaxy Crypto Economy ETF 1.1 61 -21 -0.6 -3.8
BJK VanEck Gaming ETF 1.1 65 -25 3.8 +0.6
IGPT Invesco AI and Next Gen Software ETF 1.0 60 -20 3.3 +0.1
PEY Invesco High Yield Equity Dividend Achievers ETF 1.0 52 -12 8.9 +5.8
RFV Invesco S&P Midcap 400 Pure Value ETF 1.0 35 5 11.6 +8.5
MDCP VictoryShares THB Mid Cap ESG ETF 1.0 55 -15 5.1 +2.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.0 30 10 5.8 +2.6
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.0 80 -40 6.8 +3.6
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.9 49 -9 9.7 +6.5
GINX SGI Enhanced Global Income ETF 0.9 98 -58 7.0 +3.9
XMHQ Invesco S&P MidCap Quality ETF 0.9 25 15 5.6 +2.4
DSMC Distillate Small/Mid Cash Flow ETF 0.9 55 -15 11.4 +8.2
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 0.9 68 -28 5.8 +2.7
WTRE WisdomTree New Economy Real Estate Fund 0.9 58 -18 4.9 +1.7
CZA Invesco Zacks Mid-Cap ETF 0.9 72 -32 6.7 +3.5
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.9 14 26 5.5 +2.4
IMTM iShares MSCI Intl Momentum Factor ETF 0.9 30 10 4.7 +1.6
DMXF iShares ESG Advanced MSCI EAFE ETF 0.9 12 28 5.0 +1.8
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.8 56 -16 10.1 +7.0
EFG iShares MSCI EAFE Growth ETF 0.8 36 4 3.6 +0.5
BLOK Amplify Transformational Data Sharing ETF 0.8 75 -35 0.3 -2.9
FLV American Century Focused Large Cap Value ETF 0.8 42 -2 6.1 +2.9
GRPM Invesco S&P MidCap 400 GARP ETF 0.8 35 5 6.9 +3.7
AESR Anfield U.S. Equity Sector Rotation ETF 0.7 108 -68 4.0 +0.8
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 0.7 60 -20 3.3 +0.1
AFK VanEck Africa Index ETF 0.7 98 -58 11.2 +8.0
SPIT F/m Emerald Special Situations ETF 0.7 105 -65 -0.9 -4.1
PTF Invesco Dorsey Wright Technology Momentum ETF 0.7 60 -20 -1.0 -4.2
FFTY Innovator IBD 50 ETF 0.7 80 -40 -1.8 -4.9
BETZ Roundhill Sports Betting & iGaming ETF 0.7 75 -35 2.1 -1.0
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.7 46 -6 5.9 +2.7
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.6 60 -20 5.6 +2.5
XMVM Invesco S&P MidCap Value with Momentum ETF 0.6 39 1 8.4 +5.3
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.6 39 1 10.7 +7.5
TMFM Motley Fool Mid-Cap Growth ETF 0.6 85 -45 2.5 -0.7
FTDS First Trust Dividend Strength ETF 0.6 70 -30 7.3 +4.1
AVSC Avantis U.S Small Cap Equity ETF 0.6 25 15 4.6 +1.4
DTAN Sparkline International Intangible Value ETF 0.6 55 -15 7.3 +4.2
DIVY Sound Equity Dividend Income ETF 0.6 45 -5 9.1 +5.9
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 0.6 65 -25 4.0 +0.8
UDI USCF Dividend Income Fund 0.6 65 -25 7.2 +4.1
IJR iShares Core S&P Small Cap ETF 0.6 6 34 6.7 +3.5
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.6 3 37 6.7 +3.6
VIOO Vanguard S&P Small-Cap 600 ETF 0.6 7 33 6.7 +3.5
IEUR iShares Core MSCI Europe ETF 0.6 11 29 6.3 +3.1
TCV Towle Value ETF 0.5 85 -45 10.0 +6.8
OSCV Opus Small Cap Value ETF 0.5 79 -39 6.3 +3.1
KNO AXS Knowledge Leaders ETF 0.5 78 -38 5.0 +1.8
SNSR Global X Internet of Things ETF 0.5 68 -28 4.2 +1.0
UFO Procure Space ETF 0.5 75 -35 0.1 -3.1
PAWZ ProShares Pet Care ETF 0.5 50 -10 3.5 +0.3
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.5 10 30 8.6 +5.4
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.5 35 5 8.5 +5.3
KONG Formidable Fortress ETF 0.5 89 -49 4.9 +1.8
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.5 39 1 8.4 +5.3
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.5 86 -46 11.7 +8.6
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 0.5 86 -46 0.4 -2.8
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 0.5 60 -20 8.8 +5.7
MINV Matthews Asia Innovators Active ETF 0.5 79 -39 5.5 +2.3
ALRG Allspring LT Large Core ETF 0.5 28 12 3.8 +0.6
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.4 35 5 5.8 +2.6
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.4 20 20 5.4 +2.3
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.4 12 28 6.8 +3.6
ISMD Inspire Small/Mid Cap ETF 0.4 54 -14 4.7 +1.5
CCSO Carbon Collective Climate Solutions US Equity ETF 0.4 35 5 1.1 -2.1
AFSM First Trust Active Factor Small Cap ETF 0.4 75 -35 6.5 +3.4
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.4 36 4 5.8 +2.6
IJS iShares S&P Small-Cap 600 Value ETF 0.4 18 22 8.6 +5.5
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.4 15 25 8.6 +5.5
EFA iShares MSCI EAFE ETF 0.4 35 5 5.8 +2.6
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 -20 -0.9 -4.1
XJR iShares ESG Screened S&P Small-Cap ETF 0.4 12 28 6.7 +3.5
WWJD Inspire International ETF 0.4 80 -40 6.4 +3.3
JADE JPMorgan Active Developing Markets Equity ETF 0.4 65 -25 6.5 +3.4
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 0.4 29 11 8.3 +5.1
XMLV Invesco S&P MidCap Low Volatility ETF 0.4 25 15 6.8 +3.6
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 0.4 30 10 9.7 +6.5
AVSD Avantis Responsible International Equity ETF 0.4 23 17 4.7 +1.5
GLRY Inspire Faithward Mid Cap Momentum ETF 0.4 80 -40 5.1 +2.0
RSMC Rockefeller U.S. Small-Mid Cap ETF 0.4 75 -35 3.9 +0.7
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.4 70 -30 4.2 +1.0
IEFA iShares Core MSCI EAFE ETF 0.3 7 33 6.1 +2.9
ESGD iShares ESG Aware MSCI EAFE ETF 0.3 20 20 5.7 +2.6
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.3 12 28 5.2 +2.0
FYX First Trust Small Cap Core AlphaDEX Fund 0.3 61 -21 5.0 +1.8
TTAI FCF International Quality ETF 0.3 59 -19 6.5 +3.3
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.3 25 15 6.4 +3.3
FMKT The Free Markets ETF 0.3 76 -36 3.9 +0.7
SPDW SPDR Portfolio Developed World ex-US ETF 0.3 3 37 6.0 +2.9
DES WisdomTree U.S. SmallCap Dividend Fund 0.3 38 2 8.2 +5.0
FYT First Trust Small Cap Value AlphaDEX Fund 0.3 73 -33 10.3 +7.2
IDEV iShares Core MSCI International Developed Markets ETF 0.3 4 36 6.1 +2.9
PBD Invesco Global Clean Energy ETF 0.3 75 -35 0.7 -2.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.3 9 31 3.5 +0.3
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 0.3 79 -39 4.5 +1.3
VIDI Vident International Equity Strategy ETF 0.3 61 -21 9.3 +6.2
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.3 35 5 8.7 +5.6
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.3 20 20 5.6 +2.4
DIVZ TrueShares Low Volatility Equity Income ETF 0.3 65 -25 6.0 +2.8
BIBL Inspire 100 ETF 0.3 35 5 4.4 +1.3
FMTM MarketDesk Focused U.S. Momentum ETF 0.3 45 -5 3.3 +0.1
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.3 41 -1 6.4 +3.3
JIRE JPMorgan International Research Enhanced Equity ETF 0.3 24 16 6.3 +3.1
CWS AdvisorShares Focused Equity ETF 0.3 84 -44 4.6 +1.5
DGLO First Trust RBA Deglobalization ETF 0.3 70 -30 5.8 +2.6
ROSC Hartford Multifactor Small Cap ETF 0.3 34 6 8.0 +4.8
APIE ActivePassive International Equity ETF 0.3 45 -5 6.4 +3.3
DRUP GraniteShares Nasdaq Select Disruptors ETF 0.3 60 -20 3.4 +0.3
CWI SPDR MSCI ACWI ex-US ETF 0.2 30 10 6.5 +3.3
ACWX iShares MSCI ACWI ex U.S. ETF 0.2 34 6 6.5 +3.3
TMFS Motley Fool Small-Cap Growth ETF 0.2 85 -45 2.3 -0.9
SMCF Themes US Small Cap Cash Flow Champions ETF 0.2 29 11 10.4 +7.2
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 1 5.8 +2.6
AVDE Avantis International Equity ETF 0.2 23 17 6.4 +3.2
CCFE Concourse Capital Focused Equity ETF 0.2 95 -55 2.1 -1.1
QQQS Invesco NASDAQ Future Gen 200 ETF 0.2 20 20 -4.6 -7.8
HAPS Harbor Human Capital Factor US Small Cap ETF 0.2 60 -20 3.4 +0.2
IXUS iShares Core MSCI Total International Stock ETF 0.2 7 33 6.7 +3.6
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.2 15 25 6.8 +3.6
CVY Invesco Zacks Multi-Asset Income ETF 0.2 106 -66 10.3 +7.2
PBJ Invesco Food & Beverage ETF 0.2 57 -17 7.9 +4.8
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.2 25 15 6.2 +3.1
FDLS Inspire Fidelis Multi Factor ETF 0.2 76 -36 4.1 +0.9
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.2 10 30 4.8 +1.6
ABLG Abacus FCF International Leaders ETF 0.2 59 -19 5.7 +2.5
ALIL Argent Focused Small Cap ETF 0.2 74 -34 5.6 +2.4
IJT iShares S&P Small-Cap 600 Growth ETF 0.1 18 22 4.7 +1.5
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 0.1 15 25 4.7 +1.5
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 -5 7.5 +4.4
EES WisdomTree U.S. SmallCap Fund 0.1 38 2 7.6 +4.4
QINT American Century Quality Diversified International ETF 0.1 39 1 6.2 +3.0
AVSE Avantis Responsible Emerging Markets Equity ETF 0.1 33 7 7.0 +3.8
IFRA iShares U.S. Infrastructure ETF 0.1 30 10 5.8 +2.7
HWAY Themes US Infrastructure ETF 0.1 29 11 5.1 +2.0
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 0.1 12 28 7.1 +4.0
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.1 33 7 8.2 +5.0
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 1 5.3 +2.1
DRLL Strive U.S. Energy ETF 0.1 41 -1 9.6 +6.5
PINK Simplify Health Care ETF 0.1 50 -10 0.6 -2.5
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 15 8.2 +5.1
SQLV Royce Quant Small-Cap Quality Value ETF 0.1 60 -20 8.4 +5.2
FTAG First Trust Indxx Global Agriculture ETF 0.1 70 -30 7.6 +4.5
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.1 47 -7 8.2 +5.0
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.1 59 -19 5.4 +2.2
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.1 59 -19 8.6 +5.4
FENI Fidelity Enhanced International ETF 0.1 28 12 5.6 +2.4
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 0.1 40 0 6.7 +3.6
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 0.1 45 -5 4.8 +1.6
VICE AdvisorShares Vice ETF 0.1 99 -59 6.0 +2.9
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.1 55 -15 3.5 +0.3
CTEC Global X CleanTech ETF 0.1 50 -10 0.7 -2.5
IBAT iShares Energy Storage & Materials ETF 0.1 47 -7 2.5 -0.7
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 0.1 60 -20 4.2 +1.1
JPSV JPMorgan Active Small Cap Value ETF 0.1 74 -34 7.6 +4.5
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 0.1 29 11 4.1 +1.0
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.1 35 5 3.1 -0.1
XSLV Invesco S&P SmallCap Low Volatility ETF 0.1 25 15 7.8 +4.6
SIXS ETC 6 Meridian Small Cap Equity ETF 0.1 89 -49 8.6 +5.4
AVEM Avantis Emerging Markets Equity ETF 0.1 33 7 7.3 +4.1
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.0 38 2 8.8 +5.6
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.0 36 4 9.5 +6.3
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.0 49 -9 6.2 +3.0
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.0 30 10 6.0 +2.9
AVIV Avantis International Large Cap Value ETF 0.0 25 15 7.5 +4.3

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
iShares U.S. Consumer Discretionary ETF
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

UNDERWEIGHT

Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 18.6 %
Divided by: Fwd. P/BV 5.2 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 3.2 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

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

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

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

 

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