iShares U.S. Consumer Staples ETF
ALTAR
Score™		 6.1% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 18.0x P/Sales
ratio		 1.0x
P/BV
ratio		 3.9x Div.
yield		 3.0%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
iShares US Consumer Goods 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 Goods Sector Index.

FUND BASICS
Category US Equities
Fund Sponsor Barclays Global Fund Advisors
Website www.ishares.com
Inception date Jun 12, 2000
Assets (mns) $1,512
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 56
Wgt avg mkt cap (mns) $162,238
Large cap (>$10bn) 97.4%
Mid cap ($2-10bn) 2.5%
Small cap (<$2bn) 0.1%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
PROCTER & GAMBLE CO/THE 14.8 %
COCA-COLA CO/THE 11.1 %
PHILIP MORRIS INTERNATIONAL 10.8 %
PEPSICO INC 7.4 %
ALTRIA GROUP INC 4.6 %
MONDELEZ INTERNATIONAL INC-A 4.1 %
MCKESSON CORP 4.0 %
CVS CAREMARK CORP 3.9 %
COLGATE-PALMOLIVE CO 3.4 %
CENCORA INC 2.3 %
Total 66.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 99.1 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
8.8% 9.0% 14.7% 9.8% 9.0%

Market Correlations
versus... Beta R-squared
S&P500 0.52 41%
MSCI EAFE 0.57 53%
MSCI Emg. Mkts. 0.38 23%

Technical Indicators
Recent close $69.83
30d moving avg. $70.42
Annualized volatility 13.4%
Short interest (ETF) 1.1%
Short interest (Underlying) 2.8%
Relative strength (RSI) 50

Liquidity measures
Avg. volume (thou.) 324
Turnover 1.5%
Bid/Ask (% of price) 0.03%
ADV underlying (mns) $8,362

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 703 potential alternatives to the iShares U.S. Consumer Staples ETF ETF based on the alternatives' overlap in portfolio holdings with IYK. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IYK Expense: 40 bp ALTAR Score™: 6.1%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IYK
Ticker Fund
Name		 Overlap1
vs IYK
(%)		 Expense
ratio
(bp)		 Savings
vs IYK
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IYK
(%)
XLP Consumer Staples Select Sector SPDR Fund 63.1 8 32 5.9 -0.3
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 63.0 8 32 5.6 -0.5
VDC Vanguard Consumer Staples ETF 62.1 10 30 5.6 -0.5
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 44.0 40 0 6.9 +0.8
KXI iShares Global Consumer Staples ETF 42.8 41 -1 5.5 -0.7
FTXG First Trust Nasdaq Food & Beverage ETF 37.4 60 -20 6.8 +0.7
FXG First Trust Consumer Staples AlphaDEX Fund 34.9 63 -23 8.0 +1.9
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 33.6 60 -20 6.3 +0.1
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 23.5 60 -20 6.0 -0.1
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 22.6 27 13 7.1 +1.0
HDV iShares Core High Dividend ETF 22.0 8 32 7.1 +1.0
SIXA ETC 6 Meridian Mega Cap Equity ETF 20.5 80 -40 7.1 +1.0
QDIV Global X S&P 500 Quality Dividend ETF 19.6 20 20 8.7 +2.6
PBJ Invesco Food & Beverage ETF 19.5 57 -17 5.0 -1.2
VSDA VictoryShares Dividend Accelerator ETF 18.7 35 5 7.3 +1.2
DHS WisdomTree U.S. High Dividend Fund 18.2 38 2 8.5 +2.4
FDL First Trust Morningstar Dividend Leaders Index Fund 17.8 45 -5 9.8 +3.6
SCHD Schwab US Dividend Equity ETF 17.7 6 34 10.2 +4.1
EQRR ProShares Equities for Rising Rates ETF 16.8 35 5 8.6 +2.5
NOBL ProShares S&P 500 Dividend Aristocrats ETF 15.8 35 5 6.3 +0.1
DIVZ TrueShares Low Volatility Equity Income ETF 15.6 65 -25 6.7 +0.6
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 15.3 15 25 7.6 +1.5
EMOT First Trust S&P 500 Economic Moat ETF 15.1 60 -20 7.2 +1.1
FMTM MarketDesk Focused U.S. Momentum ETF 14.7 45 -5 5.2 -1.0
HKND Humankind US Stock ETF 14.5 11 29 7.7 +1.5
RTH VanEck Retail ETF 14.4 35 5 5.4 -0.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 14.4 18 22 8.0 +1.9
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 14.2 25 15 5.3 -0.9
DURA VanEck Durable High Dividend ETF 14.0 29 11 9.0 +2.8
RPV Invesco S&P 500 Pure Value ETF 13.9 35 5 11.2 +5.0
ONEY SPDR Russell 1000 Yield Focus ETF 13.6 20 20 10.1 +4.0
TMDV ProShares Russell US Dividend Growers ETF 13.5 35 5 6.6 +0.5
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 13.5 30 10 9.1 +2.9
POWA Invesco Bloomberg Pricing Power ETF 13.4 40 0 5.8 -0.3
PWV Invesco Large Cap Value ETF 13.4 55 -15 7.8 +1.7
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 13.3 35 5 8.1 +2.0
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 13.3 38 2 8.1 +2.0
SPMV Invesco S&P 500 Minimum Variance ETF 13.3 10 30 5.5 -0.7
SDY SPDR S&P Dividend ETF 13.2 35 5 6.7 +0.6
SPYD SPDR Portfolio S&P 500 High Dividend ETF 13.2 7 33 10.1 +4.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 13.1 18 22 5.8 -0.4
FTCS First Trust Capital Strength ETF 13.0 55 -15 5.9 -0.3
FDVV Fidelity High Dividend ETF 13.0 15 25 8.4 +2.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 12.8 15 25 7.7 +1.6
ALTL Pacer Lunt Large Cap Alternator ETF 12.5 60 -20 5.1 -1.1
SPLV Invesco S&P 500 Low Volatility ETF 12.5 25 15 5.3 -0.8
SSPY Syntax Stratified LargeCap ETF 12.2 30 10 7.0 +0.9
TBG TBG Dividend Focus ETF 12.2 59 -19 8.2 +2.1
SHUS Syntax Stratified U.S. Total Market Hedged ETF 12.2 65 -25 6.7 +0.6
SDEP SFP Core Equity Strategy 11.9 10 30 6.5 +0.3
DIVS SmartETFs Dividend Builder ETF 11.9 65 -25 5.1 -1.0
SNPV Xtrackers S&P 500 Value ESG ETF 11.8 15 25 7.2 +1.1
MDLV Morgan Dempsey Large Cap Value ETF 11.7 58 -18 7.7 +1.6
NULV Nuveen ESG Large-Cap Value ETF 11.7 26 14 6.6 +0.5
RWL Invesco S&P 500 Revenue ETF 11.7 39 1 7.2 +1.0
FCPI Fidelity Stocks for Inflation ETF 11.7 15 25 8.0 +1.9
MVAL VanEck Morningstar Wide Moat Value ETF 11.5 49 -9 6.9 +0.8
TOKE Cambria Cannabis ETF 11.4 42 -2 -0.3 -6.4
EQIN Columbia US Equity Income ETF 11.4 35 5 7.1 +1.0
USMV iShares MSCI USA Min Vol Factor ETF 11.3 15 25 5.6 -0.5
BGIG Bahl & Gaynor Income Growth ETF 11.2 45 -5 5.7 -0.4
DLN WisdomTree U.S. LargeCap Dividend Fund 11.0 28 12 6.4 +0.2
SHRY First Trust Bloomberg Shareholder Yield ETF 10.9 60 -20 8.3 +2.1
VOE Vanguard Mid-Cap Value ETF 10.9 7 33 8.0 +1.9
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 10.9 15 25 6.5 +0.4
DIVG Invesco S&P 500 High Dividend Growers ETF 10.8 39 1 8.8 +2.7
VFMV Vanguard U.S. Minimum Volatility ETF 10.8 13 27 5.8 -0.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 10.7 60 -20 7.6 +1.4
ONEV SPDR Russell 1000 Low Volatility Focus ETF 10.6 20 20 7.9 +1.7
ACWV iShares MSCI Global Min Vol Factor ETF 10.6 20 20 5.9 -0.3
SPVU Invesco S&P 500 Enhanced Value ETF 10.6 13 27 10.5 +4.4
DTD WisdomTree U.S. Total Dividend Fund 10.5 28 12 6.7 +0.6
DEUS Xtrackers Russell US Multifactor ETF 10.4 17 23 7.3 +1.1
DVY iShares Select Dividend ETF 10.4 38 2 9.7 +3.5
VYM Vanguard High Dividend Yield Index ETF 10.4 6 34 7.6 +1.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 10.4 29 11 6.9 +0.7
DGRW WisdomTree US Quality Dividend Growth Fund 10.2 28 12 5.9 -0.2
SDOG ALPS Sector Dividend Dogs ETF 10.1 36 4 9.8 +3.7
STXV Strive 1000 Value ETF 10.1 18 22 8.5 +2.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 10.1 39 1 11.1 +5.0
VICE AdvisorShares Vice ETF 10.0 99 -59 6.6 +0.5
EVUS iShares ESG Aware MSCI USA Value ETF 9.8 18 22 7.1 +1.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 9.6 24 16 8.5 +2.4
VTV Vanguard Value ETF 9.6 4 36 7.3 +1.1
DGRO iShares Core Dividend Growth ETF 9.5 8 32 6.8 +0.7
SIXL ETC 6 Meridian Low Beta Equity ETF 9.4 80 -40 6.2 +0.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 9.4 15 25 9.9 +3.8
DJD Invesco Dow Jones Industrial Average Dividend ETF 9.4 7 33 7.8 +1.7
SAMT Strategas Macro Thematic Opportunities ETF 9.4 65 -25 3.3 -2.9
MGV Vanguard Mega Cap Value ETF 9.3 7 33 7.0 +0.8
FVD First Trust Value Line Dividend Index Fund 9.3 65 -25 6.4 +0.3
HUSV First Trust Horizon Managed Volatility Domestic ETF 9.3 70 -30 4.7 -1.4
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 9.3 35 5 6.3 +0.1
SPHQ Invesco S&P 500 Quality ETF 9.2 15 25 5.3 -0.8
QLV FlexShares US Quality Low Volatility Index Fund 9.2 22 18 5.9 -0.3
AUSF Global X Adaptive U.S. Factor ETF 9.1 27 13 9.6 +3.5
QLTY GMO U.S. Quality ETF 9.1 50 -10 5.1 -1.1
PY Principal Value ETF 8.9 15 25 7.7 +1.6
NUDV Nuveen ESG Dividend ETF 8.9 26 14 7.8 +1.7
MOAT VanEck Morningstar Wide Moat ETF 8.7 46 -6 6.1 -0.0
IUS Invesco RAFI Strategic US ETF 8.7 19 21 7.2 +1.0
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 8.6 30 10 8.5 +2.4
VALQ American Century U.S. Quality Value ETF 8.6 29 11 8.0 +1.9
QUS SPDR MSCI USA StrategicFactors ETF 8.6 15 25 6.0 -0.2
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 8.6 49 -9 10.0 +3.9
QDEF FlexShares Quality Dividend Defensive Index Fund 8.6 37 3 6.5 +0.3
SCHV Schwab U.S. Large-Cap Value ETF 8.5 4 36 7.1 +1.0
DVND Touchstone Dividend Select ETF 8.5 67 -27 6.3 +0.1
REVS Columbia Research Enhanced Value ETF 8.5 19 21 8.2 +2.1
IVE iShares S&P 500 Value ETF 8.3 18 22 6.6 +0.5
VOOV Vanguard S&P 500 Value ETF 8.3 10 30 6.7 +0.6
SPYV SPDR Portfolio S&P 500 Value ETF 8.3 4 36 6.7 +0.6
IMCV iShares Morningstar Mid-Cap Value ETF 8.3 6 34 8.6 +2.5
CFA VictoryShares US 500 Volatility Wtd ETF 8.3 35 5 6.1 +0.0
BMVP Invesco Bloomberg MVP Multi-factor ETF 8.3 29 11 6.3 +0.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 8.3 40 0 6.1 -0.0
FBCV Fidelity Blue Chip Value ETF 8.2 59 -19 7.7 +1.6
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 8.2 60 -20 4.4 -1.7
IUSV iShares Core S&P US Value ETF 8.1 4 36 6.9 +0.8
ILCV iShares Morningstar Value ETF 8.0 4 36 7.0 +0.9
EQAL Invesco Russell 1000 Equal Weight ETF 8.0 20 20 7.4 +1.2
GVLU Gotham 1000 Value ETF 8.0 50 -10 9.5 +3.4
BDIV AAM Brentview Dividend Growth ETF 8.0 49 -9 4.9 -1.3
DUHP Dimensional US High Profitability ETF 8.0 21 19 6.8 +0.6
EQWL Invesco S&P 100 Equal Weight ETF 8.0 25 15 6.4 +0.3
RAFE PIMCO RAFI ESG U.S. ETF 7.9 29 11 7.8 +1.6
DIVB iShares Core Dividend ETF 7.9 5 35 8.2 +2.0
PFM Invesco Dividend Achievers ETF 7.9 53 -13 5.6 -0.5
MODL VictoryShares WestEnd U.S. Sector ETF 7.8 42 -2 5.0 -1.1
MOTE VanEck Morningstar ESG Moat ETF 7.8 49 -9 6.1 -0.1
DSTL Distillate US Fundamental Stability & Value ETF 7.8 39 1 8.7 +2.6
QUVU Hartford Quality Value ETF 7.7 46 -6 7.5 +1.4
ULVM VictoryShares US Value Momentum ETF 7.7 20 20 7.7 +1.6
CVAR Cultivar ETF 7.6 87 -47 7.3 +1.2
ONEO SPDR Russell 1000 Momentum Focus ETF 7.6 20 20 7.4 +1.2
PAWZ ProShares Pet Care ETF 7.6 50 -10 3.8 -2.3
AGQI First Trust Active Global Quality Income ETF 7.6 85 -45 5.1 -1.0
CCMG CCM Global Equity ETF 7.6 34 6 9.1 +3.0
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 7.6 40 0 6.4 +0.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 7.5 38 2 6.4 +0.3
IWX iShares Russell Top 200 Value ETF 7.5 20 20 6.6 +0.5
VLUE iShares MSCI USA Value Factor ETF 7.5 15 25 10.6 +4.5
PRF Invesco FTSE RAFI US 1000 ETF 7.4 39 1 7.4 +1.2
LOWV AB US Low Volatility Equity ETF 7.4 48 -8 5.4 -0.7
FUNL CornerCap Fundametrics Large-Cap ETF 7.3 50 -10 7.8 +1.7
NBCC Neuberger Berman Next Generation Connected Consumer ETF 7.3 56 -16 2.7 -3.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 7.2 29 11 4.6 -1.5
ROUS Hartford Multifactor US Equity ETF 7.2 19 21 7.5 +1.3
FNDX Schwab Fundamental US Large Co. Index ETF 7.2 25 15 7.7 +1.5
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 7.1 15 25 6.5 +0.3
OUSA ALPS O'Shares U.S. Quality Dividend ETF 7.1 48 -8 6.2 +0.1
DEW WisdomTree Global High Dividend Fund 7.1 58 -18 9.0 +2.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 7.1 19 21 6.8 +0.6
JEPI JPMorgan Equity Premium Income ETF 7.1 35 5 5.7 -0.4
FLV American Century Focused Large Cap Value ETF 7.1 42 -2 7.0 +0.9
VFQY Vanguard U.S. Quality Factor ETF 7.0 13 27 6.8 +0.6
JHDV John Hancock U.S. High Dividend ETF 7.0 34 6 7.3 +1.1
VIG Vanguard Dividend Appreciation ETF 6.9 6 34 5.9 -0.2
RSP Invesco S&P 500 Equal Weight ETF 6.9 20 20 6.8 +0.7
INCE Franklin Income Equity Focus ETF 6.8 29 11 5.9 -0.3
IWD iShares Russell 1000 Value ETF 6.8 19 21 6.8 +0.7
VONV Vanguard Russell 1000 Value ETF 6.8 8 32 6.9 +0.8
FNDB Schwab Fundamental US Broad Market Index ETF 6.8 25 15 7.7 +1.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 6.8 25 15 6.2 +0.0
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 6.8 29 11 6.6 +0.5
GVUS Marketbeta Russell 1000 Value Equity ETF 6.7 12 28 6.9 +0.8
EUSA iShares MSCI USA Equal Weighted ETF 6.7 9 31 6.4 +0.3
RECS Columbia Research Enhanced Core ETF 6.7 15 25 6.4 +0.3
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 6.6 60 -20 7.2 +1.0
VLU SPDR S&P 1500 Value Tilt ETF 6.6 12 28 8.1 +1.9
NANC Unusual Whales Subversive Democratic Trading ETF 6.6 75 -35 4.1 -2.0
QWLD SPDR MSCI World StrategicFactors ETF 6.6 30 10 6.3 +0.2
ABFL Abacus FCF Leaders ETF 6.6 59 -19 5.7 -0.5
SPXT ProShares S&P 500 Ex-Technology ETF 6.6 9 31 5.9 -0.2
VO Vanguard Mid-Cap ETF 6.5 4 36 6.2 +0.0
EDOW First Trust Dow 30 Equal Weight ETF 6.5 50 -10 5.5 -0.6
SIZE iShares MSCI USA Size Factor ETF 6.5 15 25 6.2 +0.0
QLC FlexShares US Quality Large Cap Index Fund 6.5 25 15 6.0 -0.1
FDRR Fidelity Dividend ETF for Rising Rates 6.5 15 25 8.0 +1.9
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 6.4 50 -10 8.7 +2.5
ZECP Zacks Earnings Consistent Portfolio ETF 6.4 55 -15 5.1 -1.0
PPH VanEck Pharmaceutical ETF 6.3 36 4 10.5 +4.4
CGDV Capital Group Dividend Value ETF 6.3 33 7 5.1 -1.1
XMAG Defiance Large Cap ex-Mag 7 ETF 6.3 35 5 5.5 -0.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 6.3 32 8 5.3 -0.8
IMCB iShares Morningstar Mid-Cap ETF 6.2 4 36 6.4 +0.3
WOMN Impact Shares YWCA Women's Empowerment ETF 6.2 75 -35 5.5 -0.6
QDF FlexShares Quality Dividend Index Fund 6.2 37 3 6.8 +0.7
XHS SPDR S&P Health Care Services ETF 6.2 35 5 3.6 -2.5
ACVF American Conservative Values ETF 6.1 75 -35 4.7 -1.5
NULC Nuveen ESG Large-Cap ETF 6.1 21 19 5.2 -1.0
COWZ Pacer US Cash Cows 100 ETF 6.1 49 -9 9.9 +3.8
FQAL Fidelity Quality Factor ETF 6.0 15 25 6.0 -0.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 6.0 9 31 6.5 +0.3
HAPI Harbor Human Capital Factor US Large Cap ETF 6.0 36 4 5.3 -0.9
RSPE Invesco ESG S&P 500 Equal Weight ETF 6.0 20 20 6.9 +0.8
MBOX Freedom Day Dividend ETF 6.0 39 1 7.8 +1.7
SUSA iShares MSCI USA ESG Select ETF 6.0 25 15 5.2 -0.9
DIV Global X SuperDividend US ETF 6.0 45 -5 12.4 +6.2
TXS Texas Capital Texas Equity Index ETF 6.0 49 -9 6.1 -0.0
FTA First Trust Large Cap Value AlphaDEX Fund 6.0 59 -19 9.7 +3.6
ICAP InfraCap Equity Income Fund ETF 5.9 171 -131 7.4 +1.2
FLRG Fidelity U.S. Multifactor ETF 5.9 15 25 7.3 +1.2
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 5.9 12 28 5.7 -0.4
HDUS Hartford Disciplined US Equity ETF 5.9 19 21 6.2 +0.1
GINX SGI Enhanced Global Income ETF 5.8 98 -58 7.6 +1.4
GDIV Harbor Dividend Growth Leaders ETF 5.8 50 -10 5.5 -0.6
QNXT iShares Nasdaq-100 ex Top 30 ETF 5.8 20 20 4.5 -1.7
VFMF Vanguard U.S. Multifactor ETF 5.8 18 22 8.6 +2.5
PEY Invesco High Yield Equity Dividend Achievers ETF 5.8 52 -12 10.6 +4.4
DFVX Dimensional US Large Cap Vector ETF 5.7 22 18 6.7 +0.6
DSPY Tema S&P 500 Historical Weight ETF 5.7 18 22 5.6 -0.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 5.7 10 30 5.7 -0.4
HLGE Hartford Longevity Economy ETF 5.7 44 -4 6.8 +0.6
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 5.7 56 -16 6.7 +0.6
LRGF iShares U.S. Equity Factor ETF 5.7 8 32 6.0 -0.1
YOKE Yoke Core ETF 5.7 42 -2 4.6 -1.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 5.7 10 30 5.4 -0.7
DIVL Madison Dividend Value ETF 5.6 65 -25 6.0 -0.1
BGDV Bahl & Gaynor Dividend ETF 5.6 45 -5 5.0 -1.1
MGRO VanEck Morningstar Wide Moat Growth ETF 5.6 49 -9 4.6 -1.5
RSPH Invesco S&P 500 Equal Weight Health Care ETF 5.6 40 0 8.0 +1.9
BLCV iShares Large Cap Value Active ETF 5.6 53 -13 7.8 +1.6
DSI iShares MSCI KLD 400 Social ETF 5.6 25 15 5.4 -0.8
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 5.6 5 35 8.4 +2.3
SPDV AAM S&P 500 High Dividend Value ETF 5.5 29 11 11.4 +5.3
USMF WisdomTree U.S. Multifactor Fund 5.5 28 12 6.9 +0.8
IWS iShares Russell Mid-Cap Value ETF 5.5 23 17 7.2 +1.1
SXQG ETC 6 Meridian Quality Growth ETF 5.5 100 -60 4.7 -1.5
SPXN ProShares S&P 500 Ex-Financials ETF 5.5 9 31 5.5 -0.7
TPHD Timothy Plan High Dividend Stock ETF 5.4 52 -12 7.3 +1.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 5.4 54 -14 7.4 +1.2
SUSL iShares ESG MSCI USA Leaders ETF 5.4 10 30 5.4 -0.7
VSLU Applied Finance Valuation Large Cap ETF 5.4 49 -9 6.1 -0.0
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 5.4 35 5 4.5 -1.6
DFLV Dimensional US Large Cap Value ETF 5.4 22 18 8.4 +2.3
DVLU First Trust Dorsey Wright Momentum & Value ETF 5.4 60 -20 8.2 +2.0
LYLD Cambria Large Cap Shareholder Yield ETF 5.3 59 -19 10.3 +4.1
RAYD Rayliant Quantitative Developed Market Equity ETF 5.3 80 -40 4.9 -1.3
ROE Astoria US Quality Kings ETF 5.3 49 -9 7.1 +0.9
SWP SWP Growth & Income ETF 5.2 99 -59 4.7 -1.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 5.2 9 31 5.7 -0.5
HLAL Wahed FTSE USA Shariah ETF 5.2 50 -10 5.3 -0.8
FEX First Trust Large Cap Core AlphaDEX Fund 5.2 59 -19 6.5 +0.3
WBIY WBI Power Factor High Dividend ETF 5.1 100 -60 17.9 +11.8
GSPY Gotham Enhanced 500 ETF 5.1 50 -10 5.8 -0.4
EPS WisdomTree U.S. LargeCap Fund 5.1 8 32 6.3 +0.1
CHGX AXS Change Finance ESG ETF 5.0 49 -9 5.2 -1.0
LVOL American Century Low Volatility ETF 5.0 29 11 4.9 -1.3
FDLO Fidelity Low Volatility Factor ETF 5.0 15 25 5.6 -0.5
QVML Invesco S&P 500 QVM Multi-factor ETF 5.0 11 29 5.5 -0.6
IWR iShares Russell Midcap ETF 5.0 19 21 6.2 +0.1
LQPE PEO AlphaQuest Thematic PE ETF 5.0 125 -85 6.8 +0.7
SPVM Invesco S&P 500 Value with Momentum ETF 5.0 39 1 8.8 +2.7
INRO iShares U.S. Industry Rotation Active ETF 5.0 42 -2 5.1 -1.0
JHML John Hancock Multifactor Large Cap ETF 5.0 29 11 5.8 -0.3
OALC OneAscent Large Cap Core ETF 4.9 86 -46 4.6 -1.6
NUMV Nuveen ESG Mid-Cap Value ETF 4.9 31 9 7.4 +1.2
AFLG First Trust Active Factor Large Cap ETF 4.9 55 -15 6.5 +0.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 4.9 75 -35 7.7 +1.6
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.9 58 -18 4.3 -1.9
IQSU IQ Candriam U.S. Large Cap Equity ETF 4.9 9 31 5.2 -0.9
SMOT VanEck Morningstar SMID Moat ETF 4.8 49 -9 7.2 +1.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 4.8 65 -25 3.6 -2.5
YLDE ClearBridge Dividend Strategy ESG ETF 4.8 60 -20 6.0 -0.2
ESGU iShares ESG Aware MSCI USA ETF 4.8 15 25 5.3 -0.8
FELV Fidelity Enhanced Large Cap Value ETF 4.7 18 22 7.1 +1.0
LCF Touchstone US Large Cap Focused ETF 4.7 69 -29 4.8 -1.4
SPXE ProShares S&P 500 Ex-Energy ETF 4.7 9 31 5.3 -0.9
STXD Strive 1000 Dividend Growth ETF 4.7 35 5 5.2 -0.9
VFVA Vanguard U.S. Value Factor ETF 4.7 13 27 12.1 +5.9
IPDP Dividend Performers ETF 4.7 122 -82 5.2 -0.9
SNPE Xtrackers S&P 500 ESG ETF 4.7 10 30 5.6 -0.5
SPXV ProShares S&P 500 Ex-Health Care ETF 4.7 9 31 5.2 -1.0
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 4.6 20 20 5.2 -1.0
HAP VanEck Natural Resources ETF 4.6 50 -10 10.3 +4.2
JAVA JPMorgan Active Value ETF 4.6 44 -4 6.8 +0.6
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 4.6 65 -25 5.3 -0.8
BKWO BNY Mellon Women's Opportunities ETF 4.6 50 -10 4.0 -2.2
DUSA Davis Select U.S. Equity ETF 4.6 61 -21 8.0 +1.9
ACSI American Customer Satisfaction ETF 4.6 65 -25 5.1 -1.0
DCOR Dimensional US Core Equity 1 ETF 4.6 14 26 5.9 -0.3
DFAU Dimensional US Core Equity Market ETF 4.6 12 28 5.6 -0.6
XLV Health Care Select Sector SPDR Fund 4.6 8 32 7.8 +1.6
RCGE RockCreek Global Equality ETF 4.5 95 -55 6.6 +0.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 4.5 20 20 5.6 -0.6
IVV iShares Core S&P 500 ETF 4.5 3 37 5.5 -0.7
SPY SPDR S&P 500 ETF Trust 4.5 9 31 5.4 -0.7
SPLG SPDR Portfolio S&P 500 ETF 4.5 2 38 5.5 -0.7
VOO Vanguard S&P 500 ETF 4.5 3 37 5.5 -0.7
FLDZ RiverNorth Patriot ETF 4.5 75 -35 6.1 -0.1
GCOW Pacer Global Cash Cows Dividend ETF 4.5 60 -20 11.3 +5.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 4.5 7 33 5.3 -0.8
VOTE TCW Transform 500 ETF 4.4 5 35 5.4 -0.8
PBUS Invesco MSCI USA ETF 4.4 4 36 5.4 -0.8
DFAC Dimensional U.S. Core Equity 2 ETF 4.4 17 23 6.1 -0.0
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 4.4 52 -12 5.7 -0.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 4.4 14 26 5.4 -0.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 4.4 2 38 5.4 -0.7
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.4 58 -18 5.7 -0.5
ILCB iShares Morningstar U.S. Equity ETF 4.4 3 37 5.4 -0.7
BKLC BNY Mellon US Large Cap Core Equity ETF 4.4 0 40 5.4 -0.8
DFUV Dimensional US Marketwide Value ETF 4.4 22 18 8.2 +2.1
IWB iShares Russell 1000 ETF 4.4 15 25 5.3 -0.8
VONE Vanguard Russell 1000 ETF 4.4 8 32 5.4 -0.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 4.4 11 29 5.4 -0.8
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 4.4 3 37 5.7 -0.5
IMCG iShares Morningstar Mid-Cap Growth ETF 4.3 6 34 4.4 -1.8
VV Vanguard Large-Cap ETF 4.3 4 36 5.3 -0.8
VEGI iShares MSCI Agriculture Producers ETF 4.3 39 1 9.0 +2.8
CATH Global X S&P 500 Catholic Values Custom ETF 4.3 29 11 5.2 -0.9
IYY iShares Dow Jones U.S. ETF 4.3 20 20 5.3 -0.8
CVLC Calvert US Large-Cap Core Responsible Index ETF 4.3 15 25 5.4 -0.7
SCHX Schwab U.S. Large-Cap ETF 4.3 3 37 5.5 -0.6
JVAL JPMorgan U.S. Value Factor ETF 4.3 12 28 9.0 +2.9
DGT SPDR Global Dow ETF 4.3 50 -10 7.7 +1.6
SSPX Janus Henderson U.S. Sustainable Equity ETF 4.3 55 -15 4.5 -1.7
STRV Strive 500 ETF 4.3 5 35 5.3 -0.8
MOO VanEck Agribusiness ETF 4.3 53 -13 10.8 +4.7
JQUA JPMorgan U.S. Quality Factor ETF 4.3 12 28 6.1 -0.0
JMOM JPMorgan U.S. Momentum Factor ETF 4.3 12 28 4.8 -1.3
DFUS Dimensional U.S. Equity ETF 4.3 9 31 5.3 -0.8
YALL God Bless America ETF 4.3 65 -25 4.0 -2.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 4.3 7 33 5.5 -0.6
IOO iShares Global 100 ETF 4.3 41 -1 5.5 -0.7
OEF iShares S&P 100 ETF 4.3 20 20 5.1 -1.0
KROP Global X AgTech & Food Innovation ETF 4.2 50 -10 6.5 +0.4
RVRB Reverb ETF 4.2 30 10 5.1 -1.1
SCHK Schwab 1000 Index ETF 4.2 5 35 5.5 -0.6
IWL iShares Russell Top 200 ETF 4.2 15 25 5.1 -1.0
MAGA Point Bridge America First ETF 4.2 72 -32 6.3 +0.1
CZAR Themes Natural Monopoly ETF 4.2 35 5 5.8 -0.4
IWV iShares Russell 3000 ETF 4.2 20 20 5.2 -0.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 4.2 75 -35 4.5 -1.7
VTHR Vanguard Russell 3000 ETF 4.2 10 30 5.4 -0.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 4.2 3 37 5.4 -0.7
TOV JLens 500 Jewish Advocacy U.S. ETF 4.2 18 22 5.2 -1.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 4.1 8 32 5.5 -0.6
ESGV Vanguard ESG U.S. Stock ETF 4.1 9 31 5.2 -0.9
VTI Vanguard Total Stock Market ETF 4.1 3 37 5.4 -0.8
USRD Themes US R&D Champions ETF 4.1 29 11 5.3 -0.8
KLMN Invesco MSCI North America Climate ETF 4.1 9 31 5.5 -0.6
JGRW Jensen Quality Growth ETF 4.1 57 -17 4.7 -1.4
CGDG Capital Group Dividend Growers ETF 4.1 47 -7 6.5 +0.4
DFSU Dimensional US Sustainability Core 1 ETF 4.1 18 22 5.9 -0.2
APUE ActivePassive U.S. Equity ETF 4.1 45 -5 5.2 -1.0
FAB First Trust Multi Cap Value AlphaDEX Fund 4.1 67 -27 11.0 +4.8
SCHB Schwab U.S. Broad Market ETF 4.1 3 37 5.5 -0.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 4.1 25 15 6.3 +0.2
FCTE SMI 3Fourteen Full-Cycle Trend ETF 4.0 85 -45 8.7 +2.5
XVV iShares ESG Screened S&P 500 ETF 4.0 8 32 5.3 -0.8
SHE SPDR MSCI USA Gender Diversity ETF 4.0 20 20 5.3 -0.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 4.0 45 -5 5.0 -1.1
WLDR Affinity World Leaders Equity ETF 4.0 67 -27 8.1 +2.0
VHT Vanguard Health Care ETF 4.0 10 30 6.3 +0.2
JHMM John Hancock Multifactor Mid Cap ETF 4.0 42 -2 6.8 +0.7
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 4.0 46 -6 10.8 +4.7
KRMA Global X Conscious Companies ETF 4.0 43 -3 6.2 +0.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 4.0 4 36 6.6 +0.5
RWK Invesco S&P MidCap 400 Revenue ETF 3.9 39 1 10.2 +4.1
MMTM SPDR S&P 1500 Momentum Tilt ETF 3.9 12 28 5.0 -1.2
GNR SPDR S&P Global Natural Resources ETF 3.9 40 0 12.0 +5.8
NANR SPDR S&P North American Natural Resources ETF 3.9 35 5 8.8 +2.7
STXM Strive Mid-Cap ETF 3.9 18 22 6.8 +0.7
IEDI iShares U.S. Consumer Focused ETF 3.9 18 22 5.4 -0.7
LEAD Siren DIVCON Leaders Dividend ETF 3.9 43 -3 4.6 -1.5
EZM WisdomTree U.S. MidCap Fund 3.9 38 2 9.8 +3.7
MGC Vanguard Mega Cap ETF 3.9 7 33 5.2 -1.0
IHF iShares U.S. Healthcare Providers ETF 3.9 40 0 7.6 +1.5
LGCF Themes US Cash Flow Champions ETF 3.9 30 10 8.8 +2.7
XLG Invesco S&P 500 Top 50 ETF 3.9 20 20 5.0 -1.2
USMC Principal U.S. Mega-Cap ETF 3.9 12 28 4.9 -1.3
QMOM Alpha Architect U.S. Quantitative Momentum ETF 3.9 39 1 3.9 -2.3
FEGE First Eagle Global Equity ETF 3.8 79 -39 7.4 +1.3
USSE Segall Bryant & Hamill Select Equity ETF 3.8 65 -25 4.4 -1.8
QUAL iShares MSCI USA Quality Factor ETF 3.8 15 25 5.6 -0.6
FLOW Global X U.S. Cash Flow Kings 100 ETF 3.7 25 15 12.4 +6.3
GQQQ Astoria US Quality Growth Kings ETF 3.7 35 5 5.2 -0.9
DON WisdomTree U.S. MidCap Dividend Fund 3.7 38 2 9.3 +3.2
DWLD Davis Select Worldwide ETF 3.7 63 -23 7.9 +1.8
BEEX BeeHive ETF 3.6 84 -44 4.9 -1.3
ZIG Acquirers Fund 3.6 84 -44 21.6 +15.5
PEXL Pacer US Export Leaders ETF 3.6 60 -20 5.3 -0.8
VNSE Natixis Vaughan Nelson Select ETF 3.6 80 -40 5.3 -0.8
LST Leuthold Select Industries ETF 3.6 91 -51 5.9 -0.3
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 3.5 60 -20 10.7 +4.5
MDY SPDR S&P Midcap 400 ETF Trust 3.5 24 16 7.8 +1.7
EBI Longview Advantage ETF 3.5 35 5 7.2 +1.1
IJH iShares Core S&P Mid-Cap ETF 3.5 5 35 8.0 +1.9
IWP iShares Russell Mid-Cap Growth ETF 3.5 23 17 3.7 -2.5
LGDX Intech S&P Large Cap Diversified Alpha ETF 3.5 25 15 5.6 -0.6
LRGC AB US Large Cap Strategic Equities ETF 3.5 48 -8 5.0 -1.1
ADME Aptus Drawdown Managed Equity ETF 3.5 79 -39 4.5 -1.7
FDMO Fidelity Momentum Factor ETF 3.5 15 25 4.1 -2.0
RNMC First Trust Mid Cap US Equity Select ETF 3.5 60 -20 6.4 +0.3
CCNR ALPS CoreCommodity Natural Resources ETF 3.4 39 1 12.3 +6.1
PKW Invesco Buyback Achievers ETF 3.4 62 -22 8.0 +1.9
IVOO Vanguard S&P Mid-Cap 400 ETF 3.4 10 30 7.9 +1.8
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 3.4 3 37 8.0 +1.9
SCHM Schwab U.S. Mid-Cap ETF 3.4 4 36 7.2 +1.1
USCF Themes US Cash Flow Champions ETF 3.4 29 11 9.1 +3.0
KOKU Xtrackers MSCI Kokusai Equity ETF 3.4 9 31 5.6 -0.5
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 3.4 15 25 7.9 +1.8
DIA SPDR Dow Jones Industrial Average ETF Trust 3.4 16 24 5.9 -0.3
GLOF iShares Global Equity Factor ETF 3.4 20 20 7.2 +1.0
FVAL Fidelity Value Factor ETF 3.4 15 25 7.5 +1.4
IJJ iShares S&P Mid-Cap 400 Value ETF 3.4 18 22 9.6 +3.4
FHLC Fidelity MSCI Health Care Index ETF 3.4 8 32 6.5 +0.4
MDYV SPDR S&P 400 Mid Cap Value ETF 3.3 15 25 9.6 +3.5
TOK iShares MSCI Kokusai ETF 3.3 26 14 5.5 -0.6
PSET Principal Quality ETF 3.3 15 25 5.7 -0.4
VFLO VictoryShares Free Cash Flow ETF 3.3 39 1 11.3 +5.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 3.3 15 25 9.6 +3.5
ABEQ Absolute Select Value ETF 3.3 85 -45 4.8 -1.4
FFLC Fidelity Fundamental Large Cap Core ETF 3.3 38 2 5.1 -1.1
TAX Cambria Tax Aware ETF 3.3 49 -9 5.5 -0.7
BFOR ALPS Barron's 400 ETF 3.3 65 -25 6.4 +0.2
PDP Invesco Dorsey Wright Momentum ETF 3.3 62 -22 3.9 -2.2
WTV WisdomTree US Value Fund of Benef Interest 3.3 12 28 9.8 +3.6
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 3.3 60 -20 10.4 +4.3
MOTG VanEck Morningstar Global Wide Moat ETF 3.2 52 -12 7.0 +0.9
ITAN Sparkline Intangible Value ETF 3.2 50 -10 6.8 +0.7
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 3.2 19 21 5.5 -0.6
DEMZ Democratic Large Cap Core ETF 3.2 45 -5 4.9 -1.2
IXJ iShares Global Healthcare ETF 3.2 42 -2 7.2 +1.1
KOCG FIS Knights of Columbus Global Belief ETF 3.2 75 -35 5.3 -0.8
WDNA WisdomTree BioRevolution Fund 3.2 45 -5 -1.7 -7.9
FLQL Franklin LibertyQ U.S. Equity ETF 3.2 15 25 5.9 -0.2
TTAC FCF US Quality ETF 3.2 59 -19 6.2 +0.1
VBR Vanguard Small Cap Value ETF 3.2 7 33 9.8 +3.7
FSCS First Trust SMID Capital Strength ETF 3.2 60 -20 7.1 +1.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 3.2 20 20 6.2 +0.1
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 3.2 60 -20 4.3 -1.9
IVEG iShares Emergent Food and AgTech Multisector ETF 3.2 47 -7 9.3 +3.2
URTH iShares MSCI World ETF 3.2 24 16 5.6 -0.5
FTC First Trust Large Cap Growth AlphaDEX Fund 3.1 59 -19 3.0 -3.1
DFAT Dimensional U.S. Targeted Value ETF 3.1 28 12 10.4 +4.3
AVSU Avantis Responsible U.S. Equity ETF 3.1 15 25 6.6 +0.5
XRT SPDR S&P Retail ETF 3.1 35 5 9.6 +3.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 3.1 9 31 6.3 +0.2
SFY SoFi Select 500 ETF 3.1 0 40 4.9 -1.2
HAPY Harbor Human Capital Factor Unconstrained ETF 3.1 50 -10 5.9 -0.2
ECML Euclidean Fundamental Value ETF 3.1 95 -55 13.7 +7.5
KONG Formidable Fortress ETF 3.1 89 -49 6.1 +0.0
WDIV SPDR S&P Global Dividend ETF 3.1 40 0 9.8 +3.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 3.1 12 28 4.9 -1.2
AVUS Avantis U.S. Equity ETF 3.0 15 25 6.4 +0.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 3.0 15 25 5.1 -1.1
XJH iShares ESG Screened S&P Mid-Cap ETF 3.0 12 28 7.7 +1.5
MTUM iShares MSCI USA Momentum Factor ETF 2.9 15 25 3.8 -2.3
EATZ AdvisorShares Restaurant ETF 2.9 101 -61 6.9 +0.8
ANEW ProShares MSCI Transformational Changes ETF 2.9 45 -5 6.5 +0.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 2.8 79 -39 5.4 -0.8
PTL Inspire 500 ETF 2.8 9 31 5.8 -0.4
KLMT Invesco MSCI Global Climate 500 ETF 2.8 10 30 6.3 +0.1
ACWI iShares MSCI ACWI ETF 2.8 32 8 6.1 -0.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.8 7 33 6.6 +0.5
FMDE Fidelity Enhanced Mid Cap ETF 2.8 23 17 6.2 +0.1
QVAL Alpha Architect US Quantitative Value ETF 2.8 39 1 10.6 +4.5
JPEF JPMorgan Equity Focus ETF 2.7 50 -10 4.7 -1.4
QQQ Invesco QQQ Trust Series I 2.7 20 20 4.5 -1.6
VB Vanguard Small-Cap ETF 2.7 5 35 6.6 +0.5
QQQM Invesco NASDAQ 100 ETF 2.7 15 25 4.6 -1.6
SPMO Invesco S&P 500 Momentum ETF 2.7 13 27 4.1 -2.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.7 15 25 6.4 +0.3
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 2.6 49 -9 5.0 -1.1
NACP Impact Shares NAACP Minority Empowerment ETF 2.6 49 -9 5.3 -0.9
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.6 50 -10 4.3 -1.8
VT Vanguard Total World Stock ETF 2.6 7 33 6.4 +0.3
FTWO Strive FAANG 2.0 ETF 2.6 49 -9 4.9 -1.2
TMFX Motley Fool Next Index ETF 2.6 50 -10 3.0 -3.2
BRIF FIS Bright Portfolios Focused Equity ETF 2.5 65 -25 4.9 -1.2
GOP Unusual Whales Subversive Republican Trading ETF 2.5 50 -10 6.3 +0.2
SRHQ SRH U.S. Quality ETF 2.5 35 5 7.7 +1.6
JGRO JPMorgan Active Growth ETF 2.5 44 -4 3.9 -2.3
IWY iShares Russell Top 200 Growth ETF 2.5 20 20 5.0 -1.1
THRO iShares U.S. Thematic Rotation Active ETF 2.5 90 -50 4.4 -1.8
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 2.4 55 -15 11.1 +4.9
IVRA Invesco Real Assets ESG ETF 2.4 59 -19 6.0 -0.1
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.4 17 23 6.4 +0.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.4 15 25 4.6 -1.5
SYNB Putnam BioRevolution ETF 2.4 70 -30 3.0 -3.1
TOLL Tema Monopolies and Oligopolies ETF 2.4 75 -35 3.9 -2.2
FSST Fidelity Sustainable U.S. Equity ETF 2.4 59 -19 4.9 -1.3
SPGP Invesco S&P 500 GARP ETF 2.4 34 6 10.0 +3.9
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.4 52 -12 7.4 +1.2
PEJ Invesco Leisure and Entertainment ETF 2.3 58 -18 1.2 -5.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.3 24 16 8.4 +2.3
IWF iShares Russell 1000 Growth ETF 2.3 19 21 4.8 -1.3
VONG Vanguard Russell 1000 Growth ETF 2.3 8 32 5.0 -1.2
SFYX SoFi Next 500 ETF 2.3 0 40 6.2 +0.0
VFMO Vanguard U.S. Momentum Factor ETF 2.3 13 27 3.4 -2.8
VUSE Vident U.S. Equity Strategy ETF 2.3 50 -10 4.8 -1.4
CWS AdvisorShares Focused Equity ETF 2.3 84 -44 4.9 -1.2
PTH Invesco Dorsey Wright Healthcare Momentum ETF 2.3 60 -20 -2.6 -8.7
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.3 49 -9 4.5 -1.6
ESGG FlexShares STOXX Global ESG Select Index Fund 2.3 42 -2 5.8 -0.3
FELC Fidelity Enhanced Large Cap Core ETF 2.3 18 22 5.7 -0.4
SAGP Strategas Global Policy Opportunities ETF 2.2 65 -25 5.5 -0.6
QQMG Invesco ESG NASDAQ 100 ETF 2.2 20 20 4.6 -1.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.2 30 10 4.9 -1.2
ISCV iShares Morningstar Small Cap Value ETF 2.2 6 34 10.1 +4.0
SMRI Bushido Capital US Equity ETF 2.2 71 -31 10.0 +3.9
IPO Renaissance IPO ETF 2.2 60 -20 4.7 -1.4
FPX First Trust US Equity Opportunities ETF 2.2 61 -21 1.2 -4.9
PRAY FIS Christian Stock Fund 2.2 69 -29 5.6 -0.5
UDI USCF Dividend Income Fund 2.2 65 -25 8.7 +2.6
FMAT Fidelity MSCI Materials Index ETF 2.2 8 32 6.6 +0.5
HELX Franklin Genomic Advancements ETF 2.2 50 -10 -0.2 -6.3
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 2.2 75 -35 5.8 -0.3
FTAG First Trust Indxx Global Agriculture ETF 2.2 70 -30 8.7 +2.5
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 2.2 60 -20 7.4 +1.3
RSPM Invesco S&P 500 Equal Weight Materials ETF 2.2 40 0 8.1 +2.0
XLB Materials Select Sector SPDR Fund 2.2 8 32 6.4 +0.3
VAW Vanguard Materials ETF 2.2 10 30 6.7 +0.5
XMLV Invesco S&P MidCap Low Volatility ETF 2.2 25 15 8.0 +1.8
OPTZ Optimize Strategy Index ETF 2.2 50 -10 5.4 -0.7
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.1 20 20 5.8 -0.3
TOPT iShares Top 20 U.S. Stocks ETF 2.1 20 20 4.4 -1.7
PBW Invesco WilderHill Clean Energy ETF 2.1 66 -26 -5.5 -11.7
XMVM Invesco S&P MidCap Value with Momentum ETF 2.1 39 1 10.3 +4.1
FNX First Trust Mid Cap Core AlphaDEX Fund 2.1 60 -20 8.2 +2.1
MXI iShares Global Materials ETF 2.0 41 -1 8.1 +2.0
RFV Invesco S&P Midcap 400 Pure Value ETF 2.0 35 5 14.6 +8.5
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.0 65 -25 3.9 -2.3
STXG Strive 1000 Growth ETF 2.0 18 22 4.3 -1.9
VBK Vanguard Small-Cap Growth ETF 2.0 7 33 2.1 -4.1
TIME Clockwise Core Equity & Innovation ETF 2.0 95 -55 2.8 -3.3
FSMD Fidelity Small-Mid Multifactor ETF 2.0 15 25 7.6 +1.5
FNK First Trust Mid Cap Value AlphaDEX Fund 2.0 70 -30 12.2 +6.1
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 2.0 75 -35 1.0 -5.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.9 80 -40 8.3 +2.1
IJK iShares S&P Mid-Cap 400 Growth ETF 1.9 17 23 6.3 +0.2
AIEQ AI Powered Equity ETF 1.9 75 -35 5.6 -0.5
AVLV Avantis U.S. Large Cap Value ETF 1.9 15 25 8.4 +2.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.9 15 25 6.3 +0.2
XMMO Invesco S&P MidCap Momentum ETF 1.9 34 6 5.8 -0.3
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.9 15 25 6.3 +0.2
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 1.9 49 -9 4.1 -2.0
FTGS First Trust Growth Strength ETF 1.9 60 -20 5.3 -0.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.9 64 -24 2.5 -3.7
MAVF Matrix Advisors Value ETF 1.9 75 -35 6.5 +0.4
BOUT Innovator IBD Breakout Opportunities ETF 1.9 81 -41 3.2 -2.9
SYLD Cambria Shareholder Yield ETF 1.8 59 -19 12.4 +6.3
SMMD iShares Russell 2500 ETF 1.8 15 25 6.9 +0.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.8 15 25 8.6 +2.4
JOET Virtus Terranova US Quality Momentum ETF 1.8 29 11 5.0 -1.1
QTOP iShares Nasdaq Top 30 Stocks ETF 1.7 20 20 4.8 -1.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.7 30 10 7.1 +1.0
ONEQ Fidelity Nasdaq Composite Index ETF 1.7 21 19 4.3 -1.8
CGUS Capital Group Core Equity ETF 1.7 33 7 4.8 -1.4
NUSC Nuveen ESG Small-Cap ETF 1.7 31 9 5.8 -0.3
ISCB iShares Morningstar Small-Cap ETF 1.7 4 36 6.6 +0.5
JSTC Adasina Social Justice All Cap Global ETF 1.7 89 -49 4.6 -1.5
CZA Invesco Zacks Mid-Cap ETF 1.7 72 -32 6.7 +0.6
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.6 60 -20 4.6 -1.5
VXF Vanguard Extended Market ETF 1.5 6 34 5.3 -0.9
MEDI Harbor Health Care ETF 1.5 80 -40 -1.7 -7.8
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.5 25 15 8.6 +2.5
CGGO Capital Group Global Growth Equity ETF 1.5 47 -7 5.1 -1.1
FDG American Century Focused Dynamic Growth ETF 1.5 45 -5 2.3 -3.8
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.5 35 5 7.5 +1.3
USXF iShares ESG Advanced MSCI USA ETF 1.5 10 30 5.1 -1.0
BLES Inspire Global Hope ETF 1.4 61 -21 7.1 +1.0
FFND Future Fund Active ETF 1.4 100 -60 4.8 -1.3
RFFC ALPS Active Equity Opportunity ETF 1.4 48 -8 4.9 -1.3
FDLS Inspire Fidelis Multi Factor ETF 1.4 76 -36 5.4 -0.7
COPY Tweedy, Browne Insider + Value ETF 1.4 80 -40 13.0 +6.8
RDVY First Trust Rising Dividend Achievers ETF 1.3 50 -10 7.9 +1.8
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.3 43 -3 6.6 +0.5
LRGE ClearBridge Large Cap Growth ESG ETF 1.3 59 -19 4.2 -2.0
SMLF iShares U.S. SmallCap Equity Factor ETF 1.3 15 25 6.9 +0.7
STXK Strive Small-Cap ETF 1.2 18 22 6.7 +0.6
DFAS Dimensional U.S. Small Cap ETF 1.2 26 14 7.1 +1.0
AFMC First Trust Active Factor Mid Cap ETF 1.2 65 -25 9.2 +3.0
MDCP VictoryShares THB Mid Cap ESG ETF 1.2 55 -15 5.8 -0.3
RNSC Furst Trust Small Cap US Equity Select ETF 1.2 60 -20 6.2 +0.0
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.2 15 25 5.7 -0.5
WCEO Hypatia Women CEO ETF 1.2 85 -45 5.0 -1.1
ISCG iShares Morningstar Small-Cap Growth ETF 1.2 6 34 3.1 -3.1
CVY Invesco Zacks Multi-Asset Income ETF 1.2 106 -66 12.7 +6.5
XMHQ Invesco S&P MidCap Quality ETF 1.1 25 15 7.2 +1.0
ILCG iShares Morningstar Growth ETF 1.1 4 36 4.1 -2.0
FEOE First Eagle Overseas Equity ETF 1.1 79 -39 8.4 +2.3
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.1 56 -16 12.5 +6.4
AESR Anfield U.S. Equity Sector Rotation ETF 1.1 108 -68 3.6 -2.5
FOVL iShares Focused Value Factor ETF 1.1 25 15 10.4 +4.3
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.1 85 -45 4.0 -2.2
HART IQ Healthy Hearts ETF 1.1 45 -5 6.7 +0.6
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.1 48 -8 8.6 +2.4
LCLG Logan Capital Broad Innovative Growth ETF 1.0 99 -59 4.6 -1.6
IUSG iShares Core S&P U.S. Growth ETF 1.0 4 36 4.7 -1.5
GLBL Pacer MSCI World Industry Advantage ETF 1.0 65 -25 4.7 -1.4
ARB AltShares Merger Arbitrage ETF 1.0 77 -37 3.9 -2.2
GVIP Goldman Sachs Hedge Industry VIP ETF 1.0 45 -5 3.6 -2.5
LGRO Level Four Large Cap Growth Active ETF 1.0 55 -15 4.2 -2.0
DFSV Dimensional US Small Cap Value ETF 1.0 31 9 11.4 +5.2
IVW iShares S&P 500 Growth ETF 1.0 18 22 4.4 -1.7
VOOG Vanguard S&P 500 Growth ETF 1.0 10 30 4.5 -1.6
VOT Vanguard Mid-Cap Growth ETF 1.0 7 33 3.9 -2.3
SPYG SPDR Portfolio S&P 500 Growth ETF 1.0 4 36 4.6 -1.6
VAMO Cambria Value & Momentum ETF 0.9 61 -21 6.8 +0.6
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 0.9 40 0 7.4 +1.3
BUZZ VanEck Social Sentiment ETF 0.9 75 -35 -0.2 -6.3
TMFC Motley Fool 100 Index ETF 0.9 50 -10 3.9 -2.2
JHSC John Hancock Multifactor Small Cap ETF 0.9 42 -2 7.3 +1.2
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 0.9 39 1 4.0 -2.1
SFYF SoFi Social 50 ETF 0.9 29 11 0.2 -5.9
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.8 10 30 4.7 -1.4
RND First Trust Bloomberg R&D Leaders ETF 0.8 60 -20 4.1 -2.0
XLSR SPDR SSGA U.S. Sector Rotation ETF 0.8 70 -30 0.0 -6.1
DSMC Distillate Small/Mid Cash Flow ETF 0.8 55 -15 14.2 +8.1
SCHG Schwab U.S. Large-Cap Growth ETF 0.8 4 36 4.4 -1.7
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.8 65 -25 8.5 +2.4
FDWM Fidelity Women's Leadership ETF 0.8 59 -19 5.5 -0.7
GLRY Inspire Faithward Mid Cap Momentum ETF 0.8 80 -40 6.7 +0.6
OSCV Opus Small Cap Value ETF 0.8 79 -39 7.2 +1.0
SMAP Amplify Small-Mid Cap Equity ETF 0.8 60 -20 5.8 -0.4
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.7 60 -20 8.6 +2.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.7 10 30 4.7 -1.4
GURU Global X Guru Index ETF 0.7 75 -35 4.3 -1.8
LRND IQ U.S. Large Cap R&D Leaders ETF 0.7 14 26 6.2 +0.1
JGLO JPMorgan Global Select Equity ETF 0.7 33 7 5.3 -0.9
BKSE BNY Mellon US Small Cap Core Equity ETF 0.7 4 36 6.6 +0.5
SCHA Schwab U.S. Small-Cap ETF 0.6 4 36 6.8 +0.6
QGRO American Century U.S. Quality Growth ETF 0.6 29 11 3.7 -2.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.6 70 -30 3.0 -3.1
CGGR Capital Group Growth ETF 0.6 39 1 3.6 -2.5
TMFM Motley Fool Mid-Cap Growth ETF 0.6 85 -45 3.8 -2.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.6 39 1 7.0 +0.9
ISMD Inspire Small/Mid Cap ETF 0.6 54 -14 6.4 +0.3
FNDA Schwab Fundamental US Small Co. Index ETF 0.6 25 15 8.6 +2.4
BIBL Inspire 100 ETF 0.6 35 5 5.6 -0.6
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.5 35 5 8.1 +1.9
CALF Pacer US Small Cap Cash Cows 100 ETF 0.5 59 -19 12.1 +6.0
QGRW WisdomTree U.S. Quality Growth Fund 0.5 28 12 4.7 -1.5
TPSC Timothy Plan US Small Cap Core ETF 0.4 52 -12 7.4 +1.3
BLCR iShares Large Cap Core Active ETF 0.4 36 4 4.2 -1.9
KOMP SPDR S&P Kensho New Economies Composite ETF 0.4 20 20 3.7 -2.5
COWS Amplify Cash Flow Dividend Leaders ETF 0.4 0 40 13.4 +7.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.4 12 28 5.5 -0.6
VEGN US Vegan Climate ETF 0.4 60 -20 4.9 -1.2
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.4 60 -20 6.1 -0.1
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.4 49 -9 13.0 +6.9
ABLD Abacus FCF Real Assets Leaders ETF 0.4 69 -29 7.0 +0.9
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.4 35 5 5.6 -0.5
PINK Simplify Health Care ETF 0.4 50 -10 1.1 -5.1
SDG iShares MSCI Global Sustainable Development Goals ETF 0.4 49 -9 6.5 +0.4
GRPM Invesco S&P MidCap 400 GARP ETF 0.4 35 5 9.8 +3.7
WRND IQ Global Equity R&D Leaders ETF 0.3 18 22 9.2 +3.1
ETHO Etho Climate Leadership U.S. ETF 0.3 47 -7 6.0 -0.2
ACTV LeaderShares Activist Leaders ETF 0.3 75 -35 5.7 -0.4
SPHB Invesco S&P 500 High Beta ETF 0.3 25 15 5.3 -0.8
FESM Fidelity Enhanced Small Cap ETF 0.3 28 12 8.4 +2.3
AFSM First Trust Active Factor Small Cap ETF 0.3 75 -35 8.0 +1.9
FBCG Fidelity Blue Chip Growth ETF 0.3 59 -19 3.4 -2.7
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.3 20 20 5.3 -0.8
SNPG Xtrackers S&P 500 Growth ESG ETF 0.3 15 25 4.9 -1.3
MILN Global X Millennial Consumer ETF 0.3 50 -10 3.9 -2.2
MGK Vanguard Mega Cap Growth ETF 0.3 7 33 4.5 -1.6
FELG Fidelity Enhanced Large Cap Growth ETF 0.3 18 22 5.3 -0.9
VUG Vanguard Growth ETF 0.3 4 36 4.4 -1.7
FTDS First Trust Dividend Strength ETF 0.3 70 -30 8.2 +2.0
LUX Tema Luxury ETF 0.3 75 -35 4.6 -1.6
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.3 9 31 4.9 -1.2
GSFP Goldman Sachs Future Planet Equity ETF 0.3 75 -35 4.8 -1.3
MOTO SmartETFs Smart Transportation & Technology ETF 0.3 68 -28 8.1 +2.0
ACES ALPS Clean Energy ETF 0.3 55 -15 -3.6 -9.8
EVX VanEck Environmental Services ETF 0.3 55 -15 2.4 -3.7
ERTH Invesco MSCI Sustainable Future ETF 0.3 62 -22 3.7 -2.4
PBD Invesco Global Clean Energy ETF 0.3 75 -35 0.5 -5.6
IJR iShares Core S&P Small Cap ETF 0.2 6 34 8.4 +2.3
ESIX SPDR S&P SmallCap 600 ESG ETF 0.2 12 28 9.0 +2.9
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.2 3 37 8.4 +2.3
VIOO Vanguard S&P Small-Cap 600 ETF 0.2 10 30 8.4 +2.3
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.2 12 28 7.8 +1.6
AVSC Avantis U.S Small Cap Equity ETF 0.2 25 15 6.6 +0.5
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 15 11.0 +4.9
BUYZ Franklin Disruptive Commerce ETF 0.2 50 -10 2.5 -3.7
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.2 35 5 4.5 -1.6
IJT iShares S&P Small-Cap 600 Growth ETF 0.2 18 22 6.0 -0.2
SLYG SPDR S&P 600 Small Cap Growth ETF 0.2 15 25 6.0 -0.1
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.2 15 25 6.0 -0.1
EES WisdomTree U.S. SmallCap Fund 0.2 38 2 9.7 +3.6
FYX First Trust Small Cap Core AlphaDEX Fund 0.2 61 -21 6.9 +0.8
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.2 35 5 9.9 +3.7
SURE AdvisorShares Insiders Advantage ETF 0.2 90 -50 10.4 +4.2
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.1 39 1 10.5 +4.4
DES WisdomTree U.S. SmallCap Dividend Fund 0.1 38 2 9.9 +3.8
FYC First Trust Small Cap Growth AlphaDEX Fund 0.1 71 -31 0.6 -5.6
NIXT Research Affiliates Deletions ETF 0.1 9 31 6.1 -0.1
FYT First Trust Small Cap Value AlphaDEX Fund 0.1 73 -33 12.2 +6.1
BUL Pacer US Cash Cows Growth ETF 0.1 60 -20 6.6 +0.4
AZTD Aztlan Global Stock Selection DM SMID ETF 0.1 75 -35 8.4 +2.3
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.1 38 2 10.9 +4.8
PSCC Invesco S&P SmallCap Consumer Staples ETF 0.1 29 11 7.8 +1.7
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.1 15 25 8.5 +2.4
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.1 35 5 12.0 +5.9
IJS iShares S&P Small-Cap 600 Value ETF 0.1 18 22 11.0 +4.8
XJR iShares ESG Screened S&P Small-Cap ETF 0.1 12 28 8.0 +1.8
SLYV SPDR S&P 600 Small Cap Value ETF 0.1 15 25 11.0 +4.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.1 15 25 11.0 +4.8
IETC iShares U.S. Tech Independence Focused ETF 0.0 18 22 4.2 -1.9

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 Staples 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 24.7 %
Divided by: Fwd. P/BV 3.8 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 6.1 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.62 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.