iShares U.S. Healthcare ETF
ALTAR
Score™
5.7% info Recommen-
dation
NEUTRAL
2024E    2025E
P/E
ratio
20.3x P/Sales
ratio
2.5x
P/BV
ratio
4.0x Div.
yield
1.5%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
iShares U.S. Healthcare ETF 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. Healthcare Sector Index.

FUND BASICS
Category US Equities
Fund Sponsor Barclays Global Fund Advisors
Website www.ishares.com
Inception date Jun 12, 2000
Assets (mns) $3,574
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 113
Wgt avg mkt cap (mns) $229,333
Large cap (>$10bn) 95.8%
Mid cap ($2-10bn) 4.1%
Small cap (<$2bn) 0.1%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
ELI LILLY & CO 11.5 %
UNITEDHEALTH GROUP INC 8.7 %
JOHNSON & JOHNSON 6.9 %
MERCK & CO. INC. 5.8 %
ABBVIE INC 5.6 %
THERMO FISHER SCIENTIFIC INC 3.9 %
ABBOTT LABORATORIES 3.7 %
DANAHER CORP 3.0 %
PFIZER INC 2.8 %
AMGEN INC 2.7 %
Total 54.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 96.2 %
IRELAND 3.1 %
BRITAIN 0.1 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru January 31)
Year-to-date 1 year 5 years 10 years Since Incep.
2.7% 6.1% 9.8% 10.8% 7.8%

Market Correlations
versus... Beta R-squared
S&P500 0.67 63%
MSCI EAFE 0.65 54%
MSCI Emg. Mkts. 0.34 16%

Technical Indicators
Recent close $309.78
30d moving avg. $272.27
Annualized volatility 15.0%
Short interest (ETF) 1.3%
Short interest (Underlying) 1.5%
Relative strength (RSI) 68

Liquidity measures
Avg. volume (thou.) 60
Turnover 0.5%
Bid/Ask (% of price) 0.05%
ADV underlying (mns) $38,244

Distributions


FINDING ALTERNATIVE FUNDS

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

Benchmark ticker: IYH Expense: 40 bp ALTAR Score™: 5.7%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IYH
Ticker Fund
Name
Overlap1
vs IYH
(%)
Expense
ratio
(bp)
Savings
vs IYH
(bp)
ALTAR
Score™
(%)
ALTAR
vs IYH
(%)
XLV Health Care Select Sector SPDR Fund 92.2 9 31 6.6 +0.9
VHT Vanguard Health Care ETF 89.6 10 30 5.3 -0.5
FHLC Fidelity MSCI Health Care Index ETF 89.6 8 32 5.4 -0.3
IXJ iShares Global Healthcare ETF 68.6 42 -2 5.9 +0.2
RSPH Invesco S&P 500 Equal Weight Health Care ETF 50.0 40 0 6.6 +0.9
PINK Simplify Health Care ETF 43.1 50 -10 3.6 -2.1
FTXH First Trust Nasdaq Pharmaceuticals ETF 42.4 60 -20 8.5 +2.7
FXH First Trust Health Care AlphaDEX Fund 39.7 62 -22 6.3 +0.6
MEDX Horizon Kinetics Medical ETF 38.1 85 -45 -0.2 -6.0
PJP Invesco Pharmaceuticals ETF 37.0 57 -17 8.6 +2.9
PPH VanEck Pharmaceutical ETF 35.4 36 4 9.2 +3.5
HART IQ Healthy Hearts ETF 33.6 45 -5 5.1 -0.6
GDOC Goldman Sachs Future Health Care Equity ETF 31.8 75 -35 2.7 -3.0
IHE iShares U.S. Pharmaceuticals ETF 30.5 40 0 7.2 +1.5
HKND Humankind US Stock ETF 30.0 11 29 6.7 +0.9
MEDI Harbor Health Care ETF 29.3 80 -40 0.6 -5.2
AGNG Global X Aging Population ETF 28.9 50 -10 3.9 -1.9
BMED Future Health ETF 28.3 85 -45 0.5 -5.3
VIRS Pacer BioThreat Strategy ETF 26.3 70 -30 5.7 -0.1
HTEC ROBO Global Healthcare Technology and Innovation ETF 26.1 68 -28 1.0 -4.7
LRND IQ U.S. Large Cap R&D Leaders ETF 24.9 14 26 6.0 +0.2
STXD Strive 1000 Dividend Growth ETF 24.0 35 5 5.2 -0.5
MDEV First Trust Indxx Medical Devices ETF 22.8 70 -30 3.4 -2.3
HDV iShares Core High Dividend ETF 21.7 8 32 8.5 +2.8
HELX Franklin Genomic Advancements ETF 21.4 50 -10 1.8 -3.9
SYNB Putnam BioRevolution ETF 21.1 70 -30 2.9 -2.8
XPH SPDR S&P Pharmaceuticals ETF 20.8 35 5 6.3 +0.5
IHI iShares U.S. Medical Devices ETF 19.9 40 0 3.6 -2.1
MGV Vanguard Mega Cap Value ETF 19.3 7 33 6.8 +1.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 19.0 48 -8 5.9 +0.1
DURA VanEck Durable High Dividend ETF 18.7 29 11 7.6 +1.9
IWX iShares Russell Top 200 Value ETF 18.5 20 20 6.5 +0.8
ZECP Zacks Earnings Consistent Portfolio ETF 18.5 55 -15 4.8 -0.9
WDNA WisdomTree BioRevolution Fund 18.4 45 -5 -4.2 -9.9
USMC Principal U.S. Mega-Cap ETF 18.3 12 28 4.7 -1.0
SPMV Invesco S&P 500 Minimum Variance ETF 18.0 10 30 5.5 -0.2
IHF iShares U.S. Healthcare Providers ETF 18.0 40 0 5.8 +0.1
IVE iShares S&P 500 Value ETF 18.0 18 22 6.6 +0.8
SPYV SPDR Portfolio S&P 500 Value ETF 17.9 4 36 6.7 +1.0
PSET Principal Quality ETF 17.8 15 25 5.4 -0.4
DGRW WisdomTree US Quality Dividend Growth Fund 17.8 28 12 6.0 +0.2
DGRO iShares Core Dividend Growth ETF 17.4 8 32 6.4 +0.7
VTV Vanguard Value ETF 17.3 4 36 7.0 +1.2
HLGE Hartford Longevity Economy ETF 17.2 44 -4 6.4 +0.6
IUSV iShares Core S&P US Value ETF 17.2 4 36 6.8 +1.0
RAFE PIMCO RAFI ESG U.S. ETF 17.0 29 11 6.9 +1.2
XHE SPDR S&P Health Care Equipment ETF 17.0 35 5 1.2 -4.5
UDI USCF Dividend Income Fund 16.8 65 -25 7.1 +1.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 16.7 10 30 5.3 -0.5
SPMO Invesco S&P 500 Momentum ETF 16.7 13 27 4.0 -1.8
VOOG Vanguard S&P 500 Growth ETF 16.5 10 30 5.1 -0.6
CHGX AXS Change Finance ESG ETF 16.4 49 -9 4.9 -0.9
EVUS iShares ESG Aware MSCI USA Value ETF 16.4 18 22 6.7 +0.9
DIA SPDR Dow Jones Industrial Average ETF Trust 16.3 16 24 5.7 -0.1
QLV FlexShares US Quality Low Volatility Index Fund 16.1 22 18 4.9 -0.8
DRUP GraniteShares Nasdaq Select Disruptors ETF 16.0 60 -20 3.6 -2.1
HLAL Wahed FTSE USA Shariah ETF 16.0 50 -10 4.8 -1.0
DFNV Donoghue Forlines Innovation ETF 15.7 69 -29 5.2 -0.5
QUS SPDR MSCI USA StrategicFactors ETF 15.6 15 25 5.9 +0.1
PWV Invesco Large Cap Value ETF 15.6 55 -15 8.1 +2.4
BGIG Bahl & Gaynor Income Growth ETF 15.5 45 -5 5.2 -0.5
DSTL Distillate US Fundamental Stability & Value ETF 15.4 39 1 7.5 +1.8
ILCV iShares Morningstar Value ETF 15.3 4 36 6.6 +0.9
FLQL Franklin LibertyQ U.S. Equity ETF 15.3 15 25 5.7 0.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 15.2 10 30 4.5 -1.2
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 15.2 35 5 6.8 +1.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 15.2 60 -20 5.9 +0.2
KRMA Global X Conscious Companies ETF 15.1 43 -3 5.6 -0.2
SCHD Schwab US Dividend Equity ETF 14.9 6 34 8.1 +2.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 14.8 18 22 6.1 +0.4
WOMN Impact Shares YWCA Women's Empowerment ETF 14.7 75 -35 4.6 -1.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 14.7 50 -10 4.3 -1.4
USMV iShares MSCI USA Min Vol Factor ETF 14.6 15 25 5.9 +0.2
NULV Nuveen ESG Large-Cap Value ETF 14.2 26 14 7.2 +1.4
VONV Vanguard Russell 1000 Value ETF 14.1 8 32 6.7 +1.0
IWD iShares Russell 1000 Value ETF 14.1 19 21 6.6 +0.8
REVS Columbia Research Enhanced Value ETF 14.1 19 21 7.8 +2.0
SIXA ETC 6 Meridian Mega Cap Equity ETF 14.1 80 -40 5.6 -0.1
CACG ClearBridge All Cap Growth ESG ETF 14.1 54 -14 3.1 -2.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 14.1 32 8 4.9 -0.8
DIVL Madison Dividend Value ETF 14.0 65 -25 5.9 +0.1
PTH Invesco Dorsey Wright Healthcare Momentum ETF 14.0 60 -20 -3.3 -9.0
VIG Vanguard Dividend Appreciation ETF 14.0 6 34 5.6 -0.1
QDEF FlexShares Quality Dividend Defensive Index Fund 13.9 37 3 4.8 -1.0
DUHP Dimensional US High Profitability ETF 13.9 21 19 6.8 +1.1
DLN WisdomTree U.S. LargeCap Dividend Fund 13.9 28 12 6.2 +0.4
IBB iShares Biotechnology ETF 13.8 45 -5 0.7 -5.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 13.8 45 -5 4.4 -1.3
LVOL American Century Low Volatility ETF 13.8 29 11 5.0 -0.7
JAVA JPMorgan Active Value ETF 13.7 44 -4 6.6 +0.8
FTCS First Trust Capital Strength ETF 13.7 55 -15 5.3 -0.4
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 13.5 15 25 5.4 -0.3
GDIV Harbor Dividend Growth Leaders ETF 13.4 50 -10 6.0 +0.3
WRND IQ Global Equity R&D Leaders ETF 13.4 18 22 6.9 +1.2
SPHQ Invesco S&P 500 Quality ETF 13.3 15 25 5.3 -0.5
SMRI Bushido Capital US Equity ETF 13.3 71 -31 10.7 +4.9
MBCC Monarch Blue Chips Core ETF 13.3 125 -85 3.1 -2.7
PFM Invesco Dividend Achievers ETF 13.2 53 -13 5.6 -0.2
EQWL Invesco S&P 100 Equal Weight ETF 13.2 25 15 6.5 +0.8
VSLU Applied Finance Valuation Large Cap ETF 13.2 49 -9 5.8 +0.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 13.2 10 30 4.6 -1.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 13.1 7 33 5.0 -0.7
GINN Goldman Sachs Innovate Equity ETF 13.1 52 -12 2.8 -3.0
TTAC FCF US Quality ETF 12.9 59 -19 6.3 +0.5
IWL iShares Russell Top 200 ETF 12.9 15 25 4.8 -0.9
BBH VanEck Biotech ETF 12.8 35 5 5.4 -0.3
ROUS Hartford Multifactor US Equity ETF 12.8 19 21 6.3 +0.5
ESGV Vanguard ESG U.S. Stock ETF 12.8 9 31 4.8 -0.9
EDOW First Trust Dow 30 Equal Weight ETF 12.8 50 -10 6.3 +0.6
MDLV Morgan Dempsey Large Cap Value ETF 12.7 58 -18 8.7 +2.9
IBBQ Invesco Nasdaq Biotechnology ETF 12.7 19 21 0.8 -5.0
MGC Vanguard Mega Cap ETF 12.6 7 33 4.9 -0.8
CGUS Capital Group Core Equity ETF 12.6 33 7 4.6 -1.1
LRGE ClearBridge Large Cap Growth ESG ETF 12.6 59 -19 3.1 -2.7
STXV Strive 1000 Value ETF 12.6 18 22 7.9 +2.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 12.6 75 -35 4.5 -1.2
GDEF Goldman Sachs Defensive Equity ETF 12.6 55 -15 4.3 -1.4
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 12.5 20 20 4.9 -0.8
SNPE Xtrackers S&P 500 ESG ETF 12.5 10 30 5.1 -0.6
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 12.5 60 -20 5.1 -0.6
HAPI Harbor Human Capital Factor US Large Cap ETF 12.5 36 4 4.6 -1.2
DTD WisdomTree U.S. Total Dividend Fund 12.4 28 12 6.5 +0.7
CAML Congress Large Cap Growth ETF 12.4 66 -26 3.4 -2.4
CGGR Capital Group Growth ETF 12.3 39 1 3.3 -2.4
XVV iShares ESG Screened S&P 500 ETF 12.3 8 32 4.9 -0.8
GGRW Gabelli Growth Innovators ETF 12.3 90 -50 2.0 -3.7
IUS Invesco RAFI Strategic US ETF 12.3 19 21 7.1 +1.4
JQUA JPMorgan U.S. Quality Factor ETF 12.3 12 28 5.4 -0.3
STRV Strive 500 ETF 12.3 5 35 5.0 -0.7
JEPI JPMorgan Equity Premium Income ETF 12.2 35 5 5.2 -0.5
DFLV Dimensional US Large Cap Value ETF 12.2 22 18 8.0 +2.2
VOO Vanguard S&P 500 ETF 12.2 3 37 5.1 -0.6
IVV iShares Core S&P 500 ETF 12.2 3 37 5.1 -0.6
VV Vanguard Large-Cap ETF 12.1 4 36 5.0 -0.7
SPY SPDR S&P 500 ETF Trust 12.1 9 31 5.1 -0.7
XLG Invesco S&P 500 Top 50 ETF 12.1 20 20 4.4 -1.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 12.1 20 20 4.9 -0.8
SPLG SPDR Portfolio S&P 500 ETF 12.1 2 38 5.1 -0.6
NACP Impact Shares NAACP Minority Empowerment ETF 12.1 49 -9 4.8 -0.9
ADME Aptus Drawdown Managed Equity ETF 12.1 79 -39 4.3 -1.5
SUSL iShares ESG MSCI USA Leaders ETF 12.1 10 30 4.9 -0.8
JCTR JPMorgan Carbon Transition U.S. Equity ETF 12.1 15 25 4.7 -1.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 12.1 7 33 5.0 -0.7
QVML Invesco S&P 500 QVM Multi-factor ETF 12.1 11 29 5.0 -0.7
RSPE Invesco ESG S&P 500 Equal Weight ETF 12.1 20 20 6.3 +0.5
VYM Vanguard High Dividend Yield Index ETF 12.0 6 34 7.3 +1.6
IWB iShares Russell 1000 ETF 12.0 15 25 5.0 -0.8
VOTE TCW Transform 500 ETF 12.0 5 35 5.0 -0.7
BKLC BNY Mellon US Large Cap Core Equity ETF 12.0 0 40 5.1 -0.7
RWL Invesco S&P 500 Revenue ETF 12.0 39 1 6.5 +0.8
VONE Vanguard Russell 1000 ETF 12.0 8 32 5.0 -0.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 12.0 10 30 4.9 -0.8
QUAL iShares MSCI USA Quality Factor ETF 12.0 15 25 5.2 -0.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 12.0 29 11 6.1 +0.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 12.0 2 38 5.1 -0.7
CFA VictoryShares US 500 Volatility Wtd ETF 12.0 35 5 5.9 +0.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 12.0 40 0 5.8 +0.1
PBUS Invesco MSCI USA ETF 12.0 4 36 5.1 -0.6
NULC Nuveen ESG Large-Cap ETF 12.0 21 19 5.4 -0.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 12.0 14 26 5.2 -0.6
SHE SPDR MSCI USA Gender Diversity ETF 12.0 20 20 4.7 -1.0
CANC Tema Oncology ETF 12.0 75 -35 -4.0 -9.7
DJD Invesco Dow Jones Industrial Average Dividend ETF 12.0 7 33 9.5 +3.8
IPDP Dividend Performers ETF 11.9 122 -82 4.6 -1.1
ESGU iShares ESG Aware MSCI USA ETF 11.9 15 25 5.0 -0.8
FDLO Fidelity Low Volatility Factor ETF 11.9 15 25 5.4 -0.4
ILCB iShares Morningstar U.S. Equity ETF 11.9 3 37 5.1 -0.7
SCHV Schwab U.S. Large-Cap Value ETF 11.9 4 36 6.6 +0.9
RECS Columbia Research Enhanced Core ETF 11.9 15 25 5.4 -0.3
VUSE Vident U.S. Equity Strategy ETF 11.8 50 -10 4.5 -1.3
SUSA iShares MSCI USA ESG Select ETF 11.8 25 15 5.1 -0.7
SCHX Schwab U.S. Large-Cap ETF 11.8 3 37 5.1 -0.6
IYY iShares Dow Jones U.S. ETF 11.7 20 20 4.9 -0.8
CGDV Capital Group Dividend Value ETF 11.7 33 7 5.7 +0.0
RSP Invesco S&P 500 Equal Weight ETF 11.7 20 20 6.1 +0.4
SCHG Schwab U.S. Large-Cap Growth ETF 11.7 4 36 4.0 -1.7
FUNL CornerCap Fundametrics Large-Cap ETF 11.7 50 -10 6.8 +1.0
DIVZ TrueShares Low Volatility Equity Income ETF 11.7 65 -25 9.5 +3.8
STXG Strive 1000 Growth ETF 11.7 18 22 4.0 -1.7
FBT First Trust NYSE Arca Biotechnology Index Fund 11.6 56 -16 -0.1 -5.8
HDUS Hartford Disciplined US Equity ETF 11.6 19 21 6.1 +0.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 11.6 9 31 5.6 -0.1
SCHK Schwab 1000 Index ETF 11.6 5 35 5.1 -0.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 11.6 11 29 5.1 -0.7
DFSU Dimensional US Sustainability Core 1 ETF 11.6 18 22 5.5 -0.2
FVAL Fidelity Value Factor ETF 11.5 15 25 7.0 +1.2
JHDV John Hancock U.S. High Dividend ETF 11.5 34 6 6.3 +0.6
SNPG Xtrackers S&P 500 Growth ESG ETF 11.5 15 25 4.7 -1.0
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 11.5 15 25 6.7 +1.0
DFUS Dimensional U.S. Equity ETF 11.5 9 31 5.0 -0.7
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 11.5 65 -25 3.6 -2.1
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 11.5 3 37 5.3 -0.5
OEF iShares S&P 100 ETF 11.5 20 20 4.8 -0.9
IWV iShares Russell 3000 ETF 11.4 20 20 4.8 -0.9
FCPI Fidelity Stocks for Inflation ETF 11.4 15 25 8.7 +3.0
JVAL JPMorgan U.S. Value Factor ETF 11.4 12 28 8.2 +2.5
JMOM JPMorgan U.S. Momentum Factor ETF 11.4 12 28 4.7 -1.1
VTHR Vanguard Russell 3000 ETF 11.4 10 30 4.9 -0.8
FLLV Franklin U.S. Low Volatility ETF 11.4 29 11 5.7 -0.1
JHML John Hancock Multifactor Large Cap ETF 11.4 29 11 5.5 -0.2
VTI Vanguard Total Stock Market ETF 11.4 3 37 4.9 -0.8
VFMV Vanguard U.S. Minimum Volatility ETF 11.3 13 27 5.2 -0.6
RNLC First Trust Large Cap US Equity Select ETF 11.3 60 -20 6.0 +0.3
DFUV Dimensional US Marketwide Value ETF 11.3 22 18 7.6 +1.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 11.3 3 37 5.0 -0.7
ACVF American Conservative Values ETF 11.2 75 -35 4.2 -1.5
EUSA iShares MSCI USA Equal Weighted ETF 11.2 9 31 5.9 +0.2
MBOX Freedom Day Dividend ETF 11.2 39 1 7.8 +2.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 11.2 9 31 5.8 +0.0
XHS SPDR S&P Health Care Services ETF 11.2 35 5 6.5 +0.8
SCHB Schwab U.S. Broad Market ETF 11.2 3 37 5.0 -0.7
BKWO BNY Mellon Women's Opportunities ETF 11.1 50 -10 3.5 -2.2
CATH Global X S&P 500 Catholic Values Custom ETF 11.1 29 11 5.0 -0.7
SIZE iShares MSCI USA Size Factor ETF 11.1 15 25 5.9 +0.2
LRGF iShares U.S. Equity Factor ETF 11.1 8 32 5.8 +0.0
FQAL Fidelity Quality Factor ETF 11.0 15 25 5.6 -0.1
FDRR Fidelity Dividend ETF for Rising Rates 10.9 15 25 7.0 +1.3
ACWV iShares MSCI Global Min Vol Factor ETF 10.9 20 20 6.5 +0.8
RVRB Reverb ETF 10.9 30 10 4.8 -0.9
FLV American Century Focused Large Cap Value ETF 10.9 42 -2 6.5 +0.7
DFAU Dimensional US Core Equity Market ETF 10.8 12 28 5.2 -0.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 10.8 18 22 7.6 +1.9
FMIL Fidelity New Millennium ETF 10.7 59 -19 3.9 -1.8
TECB iShares U.S. Tech Breakthrough Multisector ETF 10.7 40 0 3.8 -1.9
QLC FlexShares US Quality Large Cap Index Fund 10.6 25 15 5.5 -0.3
APUE ActivePassive U.S. Equity ETF 10.6 45 -5 4.9 -0.9
RUNN Running Oak Efficient Growth ETF 10.6 58 -18 4.6 -1.1
EPS WisdomTree U.S. LargeCap Fund 10.5 8 32 6.2 +0.4
FBCV Fidelity Blue Chip Value ETF 10.5 59 -19 7.0 +1.3
FNDX Schwab Fundamental US Large Co. Index ETF 10.5 25 15 6.9 +1.1
MOAT VanEck Morningstar Wide Moat ETF 10.5 46 -6 5.7 -0.0
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 10.4 50 -10 8.2 +2.5
IWF iShares Russell 1000 Growth ETF 10.4 19 21 4.4 -1.4
PRF Invesco FTSE RAFI US 1000 ETF 10.4 39 1 6.5 +0.8
VONG Vanguard Russell 1000 Growth ETF 10.4 8 32 4.5 -1.3
SXQG ETC 6 Meridian Quality Growth ETF 10.3 100 -60 3.9 -1.8
IWP iShares Russell Mid-Cap Growth ETF 10.3 23 17 3.6 -2.2
BBP Virtus LifeSci Biotech Products ETF 10.3 79 -39 -4.3 -10.0
NULG Nuveen ESG Large-Cap Growth ETF 10.2 26 14 4.1 -1.6
QDF FlexShares Quality Dividend Index Fund 10.2 37 3 4.9 -0.8
FLRG Fidelity U.S. Multifactor ETF 10.1 15 25 6.9 +1.2
SNPV Xtrackers S&P 500 Value ESG ETF 10.1 15 25 6.5 +0.8
LCF Touchstone US Large Cap Focused ETF 10.1 69 -29 4.3 -1.4
FSST Fidelity Sustainable U.S. Equity ETF 10.1 59 -19 4.7 -1.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 10.1 9 31 4.8 -0.9
DSI iShares MSCI KLD 400 Social ETF 10.0 25 15 4.9 -0.8
DIVB iShares Core Dividend ETF 10.0 5 35 7.9 +2.2
QWLD SPDR MSCI World StrategicFactors ETF 10.0 30 10 5.9 +0.2
ITAN Sparkline Intangible Value ETF 10.0 50 -10 5.9 +0.2
FNDB Schwab Fundamental US Broad Market Index ETF 10.0 25 15 6.8 +1.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 10.0 19 21 6.4 +0.6
SSPY Syntax Stratified LargeCap ETF 10.0 30 10 6.4 +0.7
DFAC Dimensional U.S. Core Equity 2 ETF 9.9 17 23 5.5 -0.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 9.9 52 -12 5.4 -0.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 9.9 25 15 5.5 -0.2
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 9.9 58 -18 5.3 -0.5
DEW WisdomTree Global High Dividend Fund 9.9 58 -18 9.1 +3.4
VLUE iShares MSCI USA Value Factor ETF 9.8 15 25 10.6 +4.9
CGGO Capital Group Global Growth Equity ETF 9.8 47 -7 4.0 -1.7
XBI SPDR S&P BIOTECH ETF 9.8 35 5 -1.2 -7.0
NUDV Nuveen ESG Dividend ETF 9.8 26 14 7.5 +1.8
CWS AdvisorShares Focused Equity ETF 9.7 84 -44 4.6 -1.1
SFY SoFi Select 500 ETF 9.7 0 40 5.0 -0.7
IWY iShares Russell Top 200 Growth ETF 9.6 20 20 4.5 -1.3
VLU SPDR S&P 1500 Value Tilt ETF 9.6 12 28 7.1 +1.4
DVND Touchstone Dividend Select ETF 9.6 67 -27 6.2 +0.5
PRAY FIS Christian Stock Fund 9.4 69 -29 5.7 0.0
FDMO Fidelity Momentum Factor ETF 9.4 15 25 3.4 -2.3
DHS WisdomTree U.S. High Dividend Fund 9.4 38 2 9.0 +3.3
VO Vanguard Mid-Cap ETF 9.3 4 36 5.8 +0.0
JGRO JPMorgan Active Growth ETF 9.2 44 -4 3.2 -2.5
IMCG iShares Morningstar Mid-Cap Growth ETF 9.2 6 34 4.1 -1.6
IWR iShares Russell Midcap ETF 9.2 19 21 5.6 -0.2
IMCB iShares Morningstar Mid-Cap ETF 9.2 4 36 6.0 +0.3
ROE Astoria US Quality Kings ETF 9.2 49 -9 7.8 +2.1
VFQY Vanguard U.S. Quality Factor ETF 9.1 13 27 6.9 +1.2
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 9.1 15 25 6.7 +1.0
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 9.1 30 10 9.8 +4.1
TOK iShares MSCI Kokusai ETF 9.0 26 14 5.2 -0.6
USMF WisdomTree U.S. Multifactor Fund 9.0 28 12 6.8 +1.0
OAIE Optimize AI Smart Sentiment Event-Driven ETF 9.0 103 -63 6.4 +0.6
ULVM VictoryShares US Value Momentum ETF 9.0 20 20 7.4 +1.7
IDNA iShares Genomics Immunology and Healthcare ETF 9.0 47 -7 -4.9 -10.6
KOKU Xtrackers MSCI Kokusai Equity ETF 9.0 9 31 5.3 -0.4
SIXL ETC 6 Meridian Low Beta Equity ETF 8.9 80 -40 5.0 -0.7
BIBL Inspire 100 ETF 8.9 35 5 4.7 -1.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 8.9 12 28 4.9 -0.8
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 8.9 58 -18 4.3 -1.4
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 8.9 35 5 4.6 -1.2
RFFC ALPS Active Equity Opportunity ETF 8.9 48 -8 4.5 -1.2
AFLG First Trust Active Factor Large Cap ETF 8.8 55 -15 6.1 +0.4
ILCG iShares Morningstar Growth ETF 8.8 4 36 3.8 -1.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 8.8 25 15 5.9 +0.2
QDIV Global X S&P 500 Quality Dividend ETF 8.7 20 20 8.8 +3.0
SDG iShares MSCI Global Sustainable Development Goals ETF 8.6 49 -9 5.8 +0.0
GERM ETFMG Treatments Testing and Advancements ETF 8.6 68 -28 -5.7 -11.4
EQAL Invesco Russell 1000 Equal Weight ETF 8.6 20 20 6.0 +0.3
AVUS Avantis U.S. Equity ETF 8.6 15 25 6.0 +0.2
YLDE ClearBridge Dividend Strategy ESG ETF 8.6 60 -20 5.4 -0.4
SANE Subversive Mental Health ETF 8.5 75 -35 0.5 -5.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 8.5 38 2 6.8 +1.1
URTH iShares MSCI World ETF 8.5 24 16 5.3 -0.5
PBE Invesco Biotechnology & Genome ETF 8.4 58 -18 0.9 -4.8
JHMM John Hancock Multifactor Mid Cap ETF 8.4 42 -2 6.5 +0.8
FBCG Fidelity Blue Chip Growth ETF 8.4 59 -19 2.4 -3.4
USXF iShares ESG Advanced MSCI USA ETF 8.4 10 30 4.8 -0.9
IOO iShares Global 100 ETF 8.3 41 -1 4.7 -1.0
FDL First Trust Morningstar Dividend Leaders Index Fund 8.3 45 -5 9.9 +4.2
ESGG FlexShares STOXX Global ESG Select Index Fund 8.3 42 -2 4.9 -0.8
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 8.3 49 -9 5.1 -0.6
FFND Future Fund Active ETF 8.3 100 -60 0.2 -5.5
VUG Vanguard Growth ETF 8.2 4 36 4.0 -1.8
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 8.2 49 -9 10.7 +4.9
MGK Vanguard Mega Cap Growth ETF 8.1 7 33 4.0 -1.7
GSPY Gotham Enhanced 500 ETF 8.1 50 -10 5.2 -0.5
ESGS Columbia U.S. ESG Equity Income ETF 8.1 35 5 6.3 +0.6
MMTM SPDR S&P 1500 Momentum Tilt ETF 8.1 12 28 4.3 -1.5
EGUS iShares ESG Aware MSCI USA Growth ETF 8.1 18 22 4.0 -1.7
RFDA RiverFront Dynamic US Dividend Advantage ETF 8.0 52 -12 6.5 +0.8
EQUL IQ Engender Equality ETF 7.9 45 -5 6.6 +0.9
KONG Formidable Fortress ETF 7.9 89 -49 6.0 +0.3
SDOG ALPS Sector Dividend Dogs ETF 7.9 36 4 9.5 +3.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 7.9 20 20 5.4 -0.4
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 7.9 56 -16 5.0 -0.7
SPGP Invesco S&P 500 GARP ETF 7.8 34 6 8.6 +2.8
YPS Arrow Reverse Cap 500 ETF 7.8 29 11 6.5 +0.7
DIVS SmartETFs Dividend Builder ETF 7.8 65 -25 4.5 -1.2
PKW Invesco Buyback Achievers ETF 7.7 62 -22 8.0 +2.2
VSDA VictoryShares Dividend Accelerator ETF 7.7 35 5 5.9 +0.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 7.7 25 15 5.9 +0.2
SPLV Invesco S&P 500 Low Volatility ETF 7.7 25 15 5.8 +0.1
ALTL Pacer Lunt Large Cap Alternator ETF 7.7 60 -20 4.4 -1.4
GLOF iShares Global Equity Factor ETF 7.7 20 20 7.1 +1.4
MOTE VanEck Morningstar ESG Moat ETF 7.7 49 -9 4.9 -0.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 7.6 24 16 8.0 +2.2
ACWI iShares MSCI ACWI ETF 7.6 32 8 5.4 -0.4
MTUM iShares MSCI USA Momentum Factor ETF 7.5 15 25 3.4 -2.3
ETHO Etho Climate Leadership U.S. ETF 7.5 47 -7 3.9 -1.9
TMFC Motley Fool 100 Index ETF 7.5 50 -10 3.7 -2.0
GCOW Pacer Global Cash Cows Dividend ETF 7.5 60 -20 13.6 +7.8
IMCV iShares Morningstar Mid-Cap Value ETF 7.5 6 34 8.0 +2.3
DEUS Xtrackers Russell US Multifactor ETF 7.4 17 23 6.9 +1.2
IVW iShares S&P 500 Growth ETF 7.4 18 22 4.2 -1.6
SPYG SPDR Portfolio S&P 500 Growth ETF 7.4 4 36 4.3 -1.4
IUSG iShares Core S&P U.S. Growth ETF 7.4 4 36 4.4 -1.4
FDHT Fidelity Digital Health ETF 7.4 39 1 -2.3 -8.1
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 7.3 75 -35 3.0 -2.8
ABEQ Absolute Select Value ETF 7.3 85 -45 4.9 -0.8
FVD First Trust Value Line Dividend Index Fund 7.3 65 -25 5.9 +0.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 7.3 65 -25 4.2 -1.5
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 7.2 65 -25 -1.0 -6.7
AUSF Global X Adaptive U.S. Factor ETF 7.2 27 13 7.6 +1.9
RDVY First Trust Rising Dividend Achievers ETF 7.1 50 -10 9.1 +3.4
VT Vanguard Total World Stock ETF 7.1 7 33 5.0 -0.7
COWZ Pacer US Cash Cows 100 ETF 7.1 49 -9 10.9 +5.1
VOOV Vanguard S&P 500 Value ETF 7.1 10 30 5.5 -0.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 7.1 70 -30 4.9 -0.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 7.1 9 31 5.5 -0.2
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 7.1 12 28 5.4 -0.4
JOET Virtus Terranova US Quality Momentum ETF 7.1 29 11 4.9 -0.8
FDWM Fidelity Women's Leadership ETF 7.1 59 -19 4.7 -1.0
FDIV MarketDesk Focused U.S. Dividend ETF 7.0 35 5 8.7 +2.9
RAYD Rayliant Quantitative Developed Market Equity ETF 6.9 80 -40 4.5 -1.3
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 6.9 35 5 8.5 +2.8
DGT SPDR Global Dow ETF 6.9 50 -10 6.6 +0.9
FLOW Global X U.S. Cash Flow Kings 100 ETF 6.9 25 15 11.2 +5.5
KRUZ Unusual Whales Subversive Republican Trading ETF 6.9 75 -35 4.7 -1.0
FTA First Trust Large Cap Value AlphaDEX Fund 6.9 59 -19 8.3 +2.6
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 6.8 38 2 8.5 +2.7
YALL God Bless America ETF 6.8 65 -25 3.7 -2.0
VOT Vanguard Mid-Cap Growth ETF 6.8 7 33 4.0 -1.7
XT iShares Exponential Technologies ETF 6.7 46 -6 3.7 -2.0
FEX First Trust Large Cap Core AlphaDEX Fund 6.7 59 -19 5.5 -0.2
POWA Invesco Bloomberg Pricing Power ETF 6.5 40 0 5.4 -0.3
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 6.5 27 13 8.5 +2.8
SDY SPDR S&P Dividend ETF 6.5 35 5 6.5 +0.8
IWS iShares Russell Mid-Cap Value ETF 6.4 23 17 6.6 +0.8
DEMZ Democratic Large Cap Core ETF 6.3 45 -5 4.0 -1.8
SAMT Strategas Macro Thematic Opportunities ETF 6.3 65 -25 4.0 -1.7
VFMF Vanguard U.S. Multifactor ETF 6.3 18 22 8.6 +2.9
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 6.3 15 25 10.2 +4.4
VFVA Vanguard U.S. Value Factor ETF 6.3 13 27 10.8 +5.0
ONEO SPDR Russell 1000 Momentum Focus ETF 6.3 20 20 7.0 +1.3
INNO Harbor Disruptive Innovation ETF 6.2 75 -35 -3.6 -9.4
QQQ Invesco QQQ Trust Series I 6.1 20 20 4.4 -1.3
VEGN US Vegan Climate ETF 6.1 60 -20 4.4 -1.3
QQQM Invesco NASDAQ 100 ETF 6.1 15 25 4.5 -1.3
NTZG Nuveen Global Net Zero Transition ETF 6.1 56 -16 4.9 -0.8
GNOM Global X Genomics & Biotechnology ETF 6.1 50 -10 -4.6 -10.4
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 6.0 15 25 6.6 +0.9
DIVY Sound Equity Dividend Income ETF 6.0 45 -5 11.0 +5.3
ARKG ARK Genomic Revolution ETF 6.0 75 -35 -7.8 -13.5
MOTG VanEck Morningstar Global Wide Moat ETF 5.9 52 -12 5.7 -0.0
SCHM Schwab U.S. Mid-Cap ETF 5.9 4 36 6.2 +0.5
VALQ American Century U.S. Quality Value ETF 5.9 29 11 7.2 +1.5
ONEV SPDR Russell 1000 Low Volatility Focus ETF 5.8 20 20 7.8 +2.1
SPDV AAM S&P 500 High Dividend Value ETF 5.8 29 11 10.6 +4.8
QGRW WisdomTree U.S. Quality Growth Fund 5.8 28 12 4.3 -1.4
JSTC Adasina Social Justice All Cap Global ETF 5.7 89 -49 4.5 -1.2
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 5.7 106 -66 2.8 -2.9
WTV WisdomTree US Value Fund of Benef Interest 5.6 12 28 8.6 +2.9
SQEW LeaderShares Equity Skew ETF 5.6 81 -41 5.9 +0.2
BFOR ALPS Barron's 400 ETF 5.6 65 -25 7.3 +1.5
WLDR Affinity World Leaders Equity ETF 5.6 67 -27 8.4 +2.7
SMMD iShares Russell 2500 ETF 5.5 15 25 5.9 +0.2
AVLV Avantis U.S. Large Cap Value ETF 5.5 15 25 7.5 +1.8
VB Vanguard Small-Cap ETF 5.5 5 35 5.3 -0.4
OALC OneAscent Large Cap Core ETF 5.4 86 -46 5.8 +0.1
VNSE Natixis Vaughan Nelson Select ETF 5.4 80 -40 3.1 -2.6
VOE Vanguard Mid-Cap Value ETF 5.3 7 33 7.4 +1.7
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 5.3 15 25 5.0 -0.7
QQMG Invesco ESG NASDAQ 100 ETF 5.3 20 20 4.5 -1.3
VXF Vanguard Extended Market ETF 5.3 6 34 3.8 -1.9
SPYD SPDR Portfolio S&P 500 High Dividend ETF 5.2 7 33 9.6 +3.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 5.2 4 36 6.1 +0.4
AIEQ AI Powered Equity ETF 5.1 75 -35 5.5 -0.3
PWB Invesco Large Cap Growth ETF 5.1 56 -16 2.9 -2.8
NANC Unusual Whales Subversive Democratic Trading ETF 5.1 75 -35 3.7 -2.1
SFYX SoFi Next 500 ETF 5.1 0 40 5.5 -0.2
BLES Inspire Global Hope ETF 5.0 61 -21 6.3 +0.5
GVIP Goldman Sachs Hedge Industry VIP ETF 5.0 45 -5 4.6 -1.2
FAB First Trust Multi Cap Value AlphaDEX Fund 4.9 67 -27 9.4 +3.7
TOLL Tema Monopolies and Oligopolies ETF 4.9 75 -35 2.3 -3.5
VFMO Vanguard U.S. Momentum Factor ETF 4.9 13 27 2.7 -3.0
FTGS First Trust Growth Strength ETF 4.8 60 -20 6.2 +0.5
GVLU Gotham 1000 Value ETF 4.8 50 -10 7.6 +1.8
PEXL Pacer US Export Leaders ETF 4.8 60 -20 5.3 -0.5
FTC First Trust Large Cap Growth AlphaDEX Fund 4.8 59 -19 2.6 -3.1
FDVV Fidelity High Dividend ETF 4.7 15 25 8.5 +2.8
ONEQ Fidelity Nasdaq Composite Index ETF 4.7 21 19 3.6 -2.1
BMVP Invesco Bloomberg MVP Multi-factor ETF 4.6 29 11 8.0 +2.3
FLDZ RiverNorth Patriot ETF 4.6 75 -35 6.0 +0.2
FDG American Century Focused Dynamic Growth ETF 4.5 45 -5 2.5 -3.2
KLDW Knowledge Leaders Developed World ETF 4.5 75 -35 4.8 -1.0
FIW First Trust Water ETF 4.5 53 -13 4.4 -1.3
IQM Franklin Intelligent Machines ETF 4.5 50 -10 2.9 -2.8
SRHQ SRH U.S. Quality ETF 4.5 35 5 7.8 +2.1
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 4.4 20 20 5.0 -0.8
QQQJ Invesco NASDAQ Next Gen 100 ETF 4.4 15 25 4.5 -1.2
RPV Invesco S&P 500 Pure Value ETF 4.4 35 5 10.1 +4.4
DBLV AdvisorShares DoubleLine Value Equity ETF 4.4 90 -50 8.0 +2.2
SAGP Strategas Global Policy Opportunities ETF 4.3 65 -25 4.4 -1.4
DTEC ALPS Disruptive Technologies ETF 4.3 50 -10 3.5 -2.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4.3 7 33 5.7 -0.1
SMOT VanEck Morningstar SMID Moat ETF 4.2 49 -9 7.0 +1.3
SPVM Invesco S&P 500 Value with Momentum ETF 4.2 39 1 8.6 +2.8
SSPX Janus Henderson U.S. Sustainable Equity ETF 4.1 55 -15 4.1 -1.7
ISCB iShares Morningstar Small-Cap ETF 4.0 4 36 5.2 -0.5
BTHM BlackRock Future U.S. Themes ETF 4.0 60 -20 4.5 -1.2
RUFF Alpha Dog ETF 3.9 94 -54 4.6 -1.1
ACSI American Customer Satisfaction ETF 3.9 65 -25 5.0 -0.8
IQSM IQ Candriam U.S. Mid Cap Equity ETF 3.8 15 25 6.0 +0.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.8 64 -24 2.0 -3.8
KOMP SPDR S&P Kensho New Economies Composite ETF 3.7 20 20 2.1 -3.7
SPHB Invesco S&P 500 High Beta ETF 3.7 25 15 4.7 -1.1
FSMD Fidelity Small-Mid Multifactor ETF 3.6 15 25 7.2 +1.4
PDP Invesco Dorsey Wright Momentum ETF 3.6 62 -22 3.5 -2.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 3.6 75 -35 6.5 +0.8
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.6 30 10 7.7 +2.0
GDVD R3 Global Dividend Growth ETF 3.5 88 -48 5.7 0.0
CVAR Cultivar ETF 3.5 87 -47 7.1 +1.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 3.5 17 23 5.4 -0.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.4 29 11 9.1 +3.4
SPVU Invesco S&P 500 Enhanced Value ETF 3.4 13 27 9.5 +3.8
VBK Vanguard Small-Cap Growth ETF 3.3 7 33 1.4 -4.3
ICAP InfraCap Equity Income Fund ETF 3.3 171 -131 6.8 +1.1
PY Principal Value ETF 3.3 15 25 7.5 +1.8
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 3.2 79 -39 6.2 +0.5
QGRO American Century U.S. Quality Growth ETF 3.2 29 11 4.9 -0.8
DUSA Davis Select U.S. Equity ETF 3.1 61 -21 7.1 +1.3
DWLD Davis Select Worldwide ETF 3.1 63 -23 5.7 0.0
CNCR Range Cancer Therapeutics ETF 3.1 79 -39 -18.9 -24.7
RYJ Invesco Raymond James SB-1 Equity ETF 3.1 75 -35 2.9 -2.8
ISCG iShares Morningstar Small-Cap Growth ETF 3.1 6 34 2.4 -3.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.1 39 1 10.8 +5.0
DVY iShares Select Dividend ETF 3.1 38 2 9.0 +3.3
GURU Global X Guru Index ETF 3.0 75 -35 3.7 -2.0
AESR Anfield U.S. Equity Sector Rotation ETF 3.0 108 -68 4.1 -1.7
AFMC First Trust Active Factor Mid Cap ETF 3.0 65 -25 7.7 +2.0
PHO Invesco Water Resources ETF 3.0 60 -20 4.2 -1.5
PIO Invesco Global Water ETF 3.0 75 -35 4.5 -1.2
FNX First Trust Mid Cap Core AlphaDEX Fund 2.9 60 -20 6.2 +0.4
WBIY WBI Power Factor High Dividend ETF 2.9 100 -60 11.1 +5.4
EZM WisdomTree U.S. MidCap Fund 2.8 38 2 8.2 +2.5
IVOO Vanguard S&P Mid-Cap 400 ETF 2.8 10 30 6.9 +1.2
FPX First Trust US Equity Opportunities ETF 2.8 61 -21 0.6 -5.2
BUZZ VanEck Social Sentiment ETF 2.8 75 -35 0.1 -5.6
MDY SPDR S&P Midcap 400 ETF Trust 2.8 23 17 6.7 +1.0
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 2.8 3 37 6.9 +1.2
IJH iShares Core S&P Mid-Cap ETF 2.8 5 35 34.5 +28.7
USVT US Value ETF 2.8 49 -9 11.4 +5.7
XJH iShares ESG Screened S&P Mid-Cap ETF 2.7 12 28 6.7 +0.9
TMFX Motley Fool Next Index ETF 2.7 50 -10 3.2 -2.6
SMDY Syntax Stratified MidCap ETF 2.7 35 5 6.2 +0.5
DIV Global X SuperDividend US ETF 2.7 45 -5 9.1 +3.3
SMLF iShares U.S. SmallCap Equity Factor ETF 2.6 15 25 6.0 +0.2
FNDA Schwab Fundamental US Small Co. Index ETF 2.6 25 15 6.6 +0.8
ROBO ROBO Global Robotics & Automation Index ETF 2.6 95 -55 2.7 -3.0
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.6 52 -12 6.9 +1.2
CBSE Clough Select Equity ETF 2.6 85 -45 -1.3 -7.0
WCEO Hypatia Women CEO ETF 2.5 85 -45 5.7 -0.1
NUMV Nuveen ESG Mid-Cap Value ETF 2.5 31 9 7.5 +1.8
LCLG Logan Capital Broad Innovative Growth ETF 2.5 99 -59 4.5 -1.2
QVAL Alpha Architect US Quantitative Value ETF 2.5 39 1 10.0 +4.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.4 15 25 7.0 +1.2
BTEC Principal Healthcare Innovators ETF 2.4 42 -2 -5.1 -10.8
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.4 65 -25 1.9 -3.8
EDOC Global X Telemedicine & Digital Health ETF Registered 2.4 68 -28 -4.8 -10.5
LOUP Innovator Deepwater Frontier Tech ETF 2.4 70 -30 1.9 -3.8
BOTZ Global X Robotics & Artificial Intelligence ETF 2.4 69 -29 1.7 -4.0
IGPT Invesco AI and Next Gen Software ETF 2.4 60 -20 3.4 -2.3
SYLD Cambria Shareholder Yield ETF 2.4 59 -19 11.6 +5.9
MAGA Point Bridge America First ETF 2.3 72 -32 6.3 +0.6
VBR Vanguard Small Cap Value ETF 2.3 7 33 8.2 +2.4
VNMC Natixis Vaughan Nelson Mid Cap ETF 2.3 85 -45 5.2 -0.6
QQQN VictoryShares Nasdaq Next 50 ETF 2.3 18 22 4.2 -1.6
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.3 60 -20 4.2 -1.5
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.2 39 1 4.3 -1.4
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.2 15 25 5.7 -0.1
IJK iShares S&P Mid-Cap 400 Growth ETF 2.2 17 23 5.6 -0.1
HAPY Harbor Human Capital Factor Unconstrained ETF 2.2 50 -10 3.3 -2.5
GK AdvisorShares Gerber Kawasaki ETF 2.2 75 -35 3.0 -2.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.2 15 25 6.3 +0.6
FSMO Fidelity Small-Mid Cap Opportunities ETF 2.2 60 -20 6.7 +0.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.1 24 16 7.8 +2.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 2.1 25 15 8.8 +3.0
KOCG FIS Knights of Columbus Global Belief ETF 2.1 75 -35 5.1 -0.7
SFYF SoFi Social 50 ETF 2.1 29 11 -1.2 -6.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.0 39 1 4.1 -1.7
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.0 95 -55 1.6 -4.2
IBOT Vaneck Robotics ETF 2.0 47 -7 3.6 -2.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.0 15 25 7.4 +1.6
RWK Invesco S&P MidCap 400 Revenue ETF 1.9 39 1 8.5 +2.8
PEY Invesco High Yield Equity Dividend Achievers ETF 1.8 52 -12 8.5 +2.7
SCHA Schwab U.S. Small-Cap ETF 1.8 4 36 4.8 -1.0
FNK First Trust Mid Cap Value AlphaDEX Fund 1.8 70 -30 9.6 +3.8
ISCV iShares Morningstar Small Cap Value ETF 1.8 6 34 8.1 +2.4
MOO VanEck Agribusiness ETF 1.8 53 -13 9.2 +3.5
RPG Invesco S&P 500 Pure Growth ETF 1.7 35 5 3.3 -2.4
DFAS Dimensional U.S. Small Cap ETF 1.7 26 14 5.9 +0.1
ARKQ ARK Autonomous Technology & Robotics ETF 1.7 75 -35 1.5 -4.2
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.7 47 -7 5.6 -0.1
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.6 45 -5 1.2 -4.6
IJJ iShares S&P Mid-Cap 400 Value ETF 1.6 18 22 8.2 +2.5
MDYV SPDR S&P 400 Mid Cap Value ETF 1.6 15 25 8.3 +2.6
MVPS Amplify Thematic All-Stars ETF 1.6 49 -9 1.5 -4.2
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.5 60 -20 10.1 +4.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.5 15 25 7.6 +1.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.5 70 -30 1.8 -4.0
ISMD Inspire Small/Mid Cap ETF 1.5 54 -14 6.0 +0.3
DIP BTD Capital Fund 1.4 129 -89 6.7 +1.0
RNMC First Trust Mid Cap US Equity Select ETF 1.4 60 -20 7.8 +2.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.4 20 20 4.5 -1.3
BOUT Innovator IBD Breakout Opportunities ETF 1.4 81 -41 4.1 -1.6
ONEY SPDR Russell 1000 Yield Focus ETF 1.3 20 20 10.2 +4.4
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.3 80 -40 6.4 +0.7
DON WisdomTree U.S. MidCap Dividend Fund 1.3 38 2 8.7 +3.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.3 65 -25 7.9 +2.2
IBRN iShares Neuroscience and Healthcare ETF 1.3 47 -7 -4.2 -9.9
NUMG Nuveen ESG Mid-Cap Growth ETF 1.2 31 9 3.4 -2.4
DFAT Dimensional U.S. Targeted Value ETF 1.2 28 12 8.2 +2.4
JHSC John Hancock Multifactor Small Cap ETF 1.2 42 -2 6.0 +0.3
CSMD Congress SMid Growth ETF 1.1 69 -29 3.8 -1.9
WDIV SPDR S&P Global Dividend ETF 1.1 40 0 9.6 +3.8
AOTG AOT Growth and Innovation ETF 1.1 75 -35 2.9 -2.8
BLLD JPMorgan Sustainable Infrastructure ETF 1.1 49 -9 6.3 +0.6
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 1.1 47 -7 0.6 -5.1
NUSC Nuveen ESG Small-Cap ETF 1.1 31 9 5.0 -0.7
STXK Strive Small-Cap ETF 1.0 18 22 5.1 -0.6
CZA Invesco Zacks Mid-Cap ETF 1.0 72 -32 6.2 +0.5
MDCP VictoryShares THB Mid Cap ESG ETF 1.0 55 -15 4.9 -0.8
COWS Amplify Cash Flow Dividend Leaders ETF 1.0 0 40 12.4 +6.7
BKSE BNY Mellon US Small Cap Core Equity ETF 0.9 4 36 5.5 -0.3
DFSV Dimensional US Small Cap Value ETF 0.9 31 9 8.8 +3.1
NVIR Horizon Kinetics Energy and Remediation ETF 0.8 85 -45 2.3 -3.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.8 30 10 7.4 +1.7
XDAT Franklin Exponential Data ETF 0.8 50 -10 2.5 -3.3
SNSR Global X Internet of Things ETF 0.8 68 -28 3.7 -2.0
CSD Invesco S&P Spin-Off ETF 0.8 65 -25 7.8 +2.0
AHOY Newday Ocean Health ETF 0.7 75 -35 5.7 -0.1
DSMC Distillate Small/Mid Cash Flow ETF 0.7 55 -15 11.6 +5.9
TMFM Motley Fool Mid-Cap Growth ETF 0.7 85 -45 3.0 -2.7
AIQ Global X Artificial Intelligence & Technology ETF 0.6 68 -28 3.7 -2.0
XITK SPDR FactSet Innovative Technology ETF 0.6 45 -5 2.4 -3.3
TMFG Motley Fool Global Opportunities ETF 0.6 85 -45 3.3 -2.5
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 0.6 48 -8 5.5 -0.2
FDN First Trust Dow Jones Internet Index Fund 0.6 52 -12 1.6 -4.1
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.6 60 -20 5.4 -0.3
QQQS Invesco NASDAQ Future Gen 200 ETF 0.6 20 20 -7.0 -12.7
CVY Invesco Zacks Multi-Asset Income ETF 0.6 106 -66 10.6 +4.8
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.6 35 5 5.5 -0.2
WCLD WisdomTree Cloud Computing Fund 0.6 45 -5 1.1 -4.7
SKYY First Trust Cloud Computing ETF 0.6 60 -20 3.0 -2.7
PRNT 3D Printing ETF 0.6 66 -26 -3.8 -9.5
TMFS Motley Fool Small-Cap Growth ETF 0.5 85 -45 2.9 -2.9
XMLV Invesco S&P MidCap Low Volatility ETF 0.5 25 15 6.8 +1.0
GRPM Invesco S&P MidCap 400 GARP ETF 0.5 35 5 9.9 +4.2
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 0.5 60 -20 6.5 +0.7
TPHD Timothy Plan High Dividend Stock ETF 0.5 52 -12 6.5 +0.8
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.5 54 -14 6.5 +0.8
VAMO Cambria Value & Momentum ETF 0.5 61 -21 10.2 +4.5
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 0.5 60 -20 7.9 +2.2
RTH VanEck Retail ETF 0.5 35 5 5.6 -0.2
GLRY Inspire Faithward Mid Cap Momentum ETF 0.5 80 -40 8.1 +2.4
XMHQ Invesco S&P MidCap Quality ETF 0.5 25 15 6.5 +0.7
WWJD Inspire International ETF 0.5 80 -40 7.0 +1.2
EIRL iShares MSCI Ireland ETF 0.5 50 -10 5.2 -0.5
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.5 70 -30 3.8 -1.9
FPXI First Trust International Equity Opportunities ETF 0.5 70 -30 3.4 -2.3
FPAG FPA Global Equity ETF 0.5 49 -9 5.6 -0.1
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.5 35 5 6.1 +0.3
OSCV Opus Small Cap Value ETF 0.4 79 -39 6.1 +0.4
ARB AltShares Merger Arbitrage ETF 0.4 77 -37 0.6 -5.2
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.4 85 -45 5.8 +0.1
ECML Euclidean Fundamental Value ETF 0.4 95 -55 9.2 +3.5
IETC iShares U.S. Tech Independence Focused ETF 0.4 18 22 4.0 -1.7
EVX VanEck Environmental Services ETF 0.4 55 -15 3.0 -2.8
FYX First Trust Small Cap Core AlphaDEX Fund 0.4 61 -21 7.0 +1.2
GBUY Goldman Sachs Future Consumer Equity ETF 0.4 75 -35 2.9 -2.8
RFV Invesco S&P Midcap 400 Pure Value ETF 0.4 35 5 9.3 +3.6
AFSM First Trust Active Factor Small Cap ETF 0.3 75 -35 7.7 +2.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 1 7.5 +1.8
ARKK ARK Innovation ETF 0.3 75 -35 -4.6 -10.4
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.3 60 -20 6.8 +1.1
IJR iShares Core S&P Small Cap ETF 0.3 6 34 7.8 +2.1
IJS iShares S&P Small-Cap 600 Value ETF 0.3 18 22 9.0 +3.2
SSLY Syntax Stratified SmallCap ETF 0.3 40 0 7.3 +1.6
SLYV SPDR S&P 600 Small Cap Value ETF 0.3 15 25 9.0 +3.3
PSCH Invesco S&P SmallCap Health Care ETF 0.3 29 11 4.7 -1.1
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.3 3 37 7.9 +2.2
XMMO Invesco S&P MidCap Momentum ETF 0.3 34 6 5.2 -0.5
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.3 39 1 9.1 +3.4
TXS Texas Capital Texas Equity Index ETF 0.3 49 -9 5.6 -0.1
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.3 9 31 3.9 -1.9
SQLV Royce Quant Small-Cap Quality Value ETF 0.3 60 -20 8.7 +3.0
VIOO Vanguard S&P Small-Cap 600 ETF 0.3 10 30 7.7 +1.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.3 15 25 8.6 +2.9
ACTV LeaderShares Activist Leaders ETF 0.2 75 -35 7.9 +2.1
FYC First Trust Small Cap Growth AlphaDEX Fund 0.2 71 -31 0.8 -4.9
ROYA Tema Global Royalties ETF 0.2 75 -35 4.7 -1.0
BBC Virtus LifeSci Biotech Clinical Trials ETF 0.2 79 -39 -5.9 -11.6
XJR iShares ESG Screened S&P Small-Cap ETF 0.2 12 28 7.5 +1.8
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.2 12 28 7.3 +1.5
JFWD Jacob Forward ETF 0.2 75 -35 -4.0 -9.7
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.2 15 25 8.0 +2.3
FFTY Innovator IBD 50 ETF 0.2 80 -40 -0.5 -6.2
XMVM Invesco S&P MidCap Value with Momentum ETF 0.2 39 1 11.2 +5.5
FITE SPDR S&P Kensho Future Security ETF 0.2 45 -5 3.2 -2.5
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 -12 7.4 +1.7
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.2 35 5 7.4 +1.7
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.2 42 -2 7.4 +1.6
GSID Goldman Sachs MarketBeta International Equity ETF 0.2 20 20 6.6 +0.9
YOLO AdvisorShares Pure Cannabis ETF 0.1 103 -63 -33.3 -39.1
MJ ETFMG Alternative Harvest ETFMG Alternative Harvest 0.1 75 -35 -85.3 -91.0
TOKE Cambria Cannabis ETF 0.1 42 -2 -25.7 -31.4
TTAI FCF International Quality ETF 0.1 59 -19 6.7 +1.0
CNBS Amplify Seymour Cannabis ETF 0.1 75 -35 -33.4 -39.1
HAP VanEck Natural Resources ETF 0.1 50 -10 8.9 +3.1
BKIE BNY Mellon International Equity ETF 0.1 4 36 6.9 +1.1
EES WisdomTree U.S. SmallCap Fund 0.1 38 2 10.0 +4.2
DES WisdomTree U.S. SmallCap Dividend Fund 0.1 38 2 8.1 +2.3
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.1 30 10 10.7 +5.0
BUL Pacer US Cash Cows Growth ETF 0.1 60 -20 6.4 +0.7
AZTD Aztlan Global Stock Selection DM SMID ETF 0.1 75 -35 4.1 -1.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.1 15 25 6.7 +1.0
MOON Direxion Moonshot Innovators ETF 0.1 65 -25 -20.6 -26.3
TDVG T. Rowe Price Dividend Growth ETF 0.1 50 -10 4.8 -1.0
FYT First Trust Small Cap Value AlphaDEX Fund 0.1 73 -33 11.5 +5.7
IPO Renaissance IPO ETF 0.1 60 -20 -3.1 -8.8
TEQI T. Rowe Price Equity Income ETF 0.1 54 -14 4.1 -1.6
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 3 37 6.8 +1.0
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.1 59 -19 8.8 +3.0
JSML Janus Henderson Small Cap Growth Alpha ETF 0.1 30 10 8.9 +3.2
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 15 10.1 +4.4
TGRW T. Rowe Price Growth Stock ETF 0.1 52 -12 4.0 -1.8
SLYG SPDR S&P 600 Small Cap Growth ETF 0.1 15 25 6.6 +0.9
IJT iShares S&P Small-Cap 600 Growth ETF 0.1 18 22 6.6 +0.9
TCHP T. Rowe Price Blue Chip Growth ETF 0.1 57 -17 3.3 -2.4
AVSC Avantis U.S Small Cap Equity ETF 0.1 25 15 5.2 -0.6
ROSC Hartford Multifactor Small Cap ETF 0.1 34 6 9.8 +4.1
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 0.1 35 5 5.2 -0.5
RNSC Furst Trust Small Cap US Equity Select ETF 0.0 60 -20 8.0 +2.2
XSLV Invesco S&P SmallCap Low Volatility ETF 0.0 25 15 6.9 +1.2
CALF Pacer US Small Cap Cash Cows 100 ETF 0.0 59 -19 11.0 +5.3
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.0 35 5 9.1 +3.3
ARKF ARK Fintech Innovation ETF 0.0 75 -35 -2.4 -8.1
ARKW ARK Next Generation Internet ETF 0.0 87 -47 -3.2 -8.9
ARVR First Trust Indxx Metaverse ETF 0.0 70 -30 2.4 -3.4
PNQI Invesco NASDAQ Internet ETF 0.0 60 -20 2.2 -3.5
IWFH iShares Virtual Work and Life Multisector ETF 0.0 47 -7 -3.4 -9.1
FMAT Fidelity MSCI Materials Index ETF 0.0 8 32 6.7 +0.9
EATV VegTech Plant-based Innovation & Climate ETF 0.0 75 -35 1.0 -4.7
VAW Vanguard Materials ETF 0.0 10 30 6.6 +0.8
SMLE Xtrackers S&P SmallCap 600 ESG ETF 0.0 15 25 7.4 +1.6
ESIX SPDR S&P SmallCap 600 ESG ETF 0.0 12 28 7.4 +1.7
IEDI iShares U.S. Consumer Focused ETF 0.0 18 22 4.6 -1.2
IVEG iShares Emergent Food and AgTech Multisector ETF 0.0 47 -7 8.0 +2.3
ISRA VanEck Israel ETF 0.0 59 -19 8.3 +2.6
ITEQ BlueStar Israel Technology ETF BlueStar Israel Technology Fu 0.0 75 -35 1.6 -4.1
AVDE Avantis International Equity ETF 0.0 23 17 7.9 +2.1

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

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RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

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

NEUTRAL

Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 24.2 %
Divided by: Fwd. P/BV 4.0 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 5.7 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.53 CATEGORY
AVERAGE
1.55
 
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.