iShares U.S. Consumer Staples ETF
ALTAR
Score™		 6.5% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 18.0x P/Sales
ratio		 1.0x
P/BV
ratio		 3.8x 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) $1,300
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 55
Wgt avg mkt cap (mns) $168,063
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 14.6 %
COCA-COLA CO/THE 11.0 %
PHILIP MORRIS INTERNATIONAL 10.2 %
PEPSICO INC 8.8 %
ALTRIA GROUP INC 4.4 %
CVS CAREMARK CORP 4.3 %
MCKESSON CORP 4.2 %
MONDELEZ INTERNATIONAL INC-A 3.5 %
COLGATE-PALMOLIVE CO 2.9 %
CENCORA INC 2.8 %
Total 66.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 98.9 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru September 30)
Year-to-date 1 year 5 years 10 years Since Incep.
6.0% -0.7% 9.0% 9.6% 8.7%

Market Correlations
versus... Beta R-squared
S&P500 0.47 26%
MSCI EAFE 0.49 34%
MSCI Emg. Mkts. 0.29 13%

Technical Indicators
Recent close $69.15
30d moving avg. $68.44
Annualized volatility 12.5%
Short interest (ETF) 0.4%
Short interest (Underlying) 2.8%
Relative strength (RSI) 52

Liquidity measures
Avg. volume (thou.) 174
Turnover 0.9%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $8,362

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 705 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™: 6.5%


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
(%)
VDC Vanguard Consumer Staples ETF 61.0 9 31 5.9 -0.6
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 60.2 8 32 5.9 -0.6
XLP Consumer Staples Select Sector SPDR Fund 59.9 8 32 6.2 -0.3
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 42.9 40 0 7.3 +0.7
KXI iShares Global Consumer Staples ETF 37.4 41 -1 5.6 -1.0
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 32.4 60 -20 7.4 +0.9
FXG First Trust Consumer Staples AlphaDEX Fund 32.3 63 -23 8.7 +2.1
FTXG First Trust Nasdaq Food & Beverage ETF 32.0 60 -20 7.6 +1.1
HDV iShares Core High Dividend ETF 25.3 8 32 7.3 +0.8
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 24.3 60 -20 7.0 +0.4
DURA VanEck Durable High Dividend ETF 23.9 29 11 8.7 +2.2
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 22.8 27 13 7.0 +0.5
SIXA ETC 6 Meridian Mega Cap Equity ETF 19.8 80 -40 6.8 +0.3
AVIE Avantis  Inflation Focused Equity ETF 19.5 25 15 7.3 +0.8
PBJ Invesco Food & Beverage ETF 18.9 57 -17 7.4 +0.9
VSDA VictoryShares Dividend Accelerator ETF 18.8 35 5 7.2 +0.7
DHS WisdomTree U.S. High Dividend Fund 18.4 38 2 8.1 +1.6
SCHD Schwab US Dividend Equity ETF 17.5 6 34 10.0 +3.5
FDL First Trust Morningstar Dividend Leaders Index Fund 16.6 45 -5 10.8 +4.2
DIVZ TrueShares Low Volatility Equity Income ETF 16.0 65 -25 6.7 +0.2
QDIV Global X S&P 500 Quality Dividend ETF 15.9 20 20 8.9 +2.3
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 15.6 15 25 7.8 +1.2
RTH VanEck Retail ETF 15.2 35 5 5.5 -1.1
EQRR ProShares Equities for Rising Rates ETF 15.1 35 5 8.2 +1.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 15.0 35 5 6.2 -0.3
EMOT First Trust S&P 500 Economic Moat ETF 14.8 60 -20 8.1 +1.5
SPLV Invesco S&P 500 Low Volatility ETF 14.4 25 15 5.4 -1.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 14.4 25 15 5.5 -1.0
SDY SPDR S&P Dividend ETF 14.3 35 5 6.7 +0.2
HKND Humankind US Stock ETF 13.8 11 29 7.0 +0.4
SPHQ Invesco S&P 500 Quality ETF 13.7 15 25 5.4 -1.1
RPV Invesco S&P 500 Pure Value ETF 13.5 35 5 10.3 +3.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 13.5 18 22 7.7 +1.2
FDVV Fidelity High Dividend ETF 13.1 15 25 7.6 +1.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 13.0 18 22 5.9 -0.7
SPYD SPDR Portfolio S&P 500 High Dividend ETF 12.9 7 33 10.1 +3.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 12.8 35 5 7.8 +1.2
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 12.8 38 2 7.7 +1.2
USMV iShares MSCI USA Min Vol Factor ETF 12.7 15 25 5.9 -0.7
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 12.5 15 25 7.6 +1.1
TMDV ProShares Russell US Dividend Growers ETF 12.4 35 5 6.7 +0.1
TBG TBG Dividend Focus ETF 11.7 59 -19 8.1 +1.6
FCPI Fidelity Stocks for Inflation ETF 11.6 15 25 7.5 +1.0
SSPY Syntax Stratified LargeCap ETF 11.4 30 10 6.7 +0.1
POWA Invesco Bloomberg Pricing Power ETF 11.4 40 0 5.3 -1.3
SHUS Syntax Stratified U.S. Total Market Hedged ETF 11.4 65 -25 6.4 -0.2
ONEY SPDR Russell 1000 Yield Focus ETF 11.3 20 20 9.7 +3.2
SNPV Xtrackers S&P 500 Value ESG ETF 11.1 15 25 6.6 +0.0
NULV Nuveen ESG Large-Cap Value ETF 11.1 26 14 6.2 -0.3
RWL Invesco S&P 500 Revenue ETF 11.1 39 1 6.7 +0.2
DIVS SmartETFs Dividend Builder ETF 11.0 65 -25 5.0 -1.6
ACWV iShares MSCI Global Min Vol Factor ETF 10.8 20 20 6.2 -0.4
ICAP InfraCap Equity Income Fund ETF 10.7 171 -131 6.3 -0.2
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 10.7 15 25 6.6 +0.1
DLN WisdomTree U.S. LargeCap Dividend Fund 10.6 28 12 5.9 -0.6
VFMV Vanguard U.S. Minimum Volatility ETF 10.6 13 27 5.8 -0.8
COWZ Pacer US Cash Cows 100 ETF 10.5 49 -9 9.5 +3.0
EQIN Columbia US Equity Income ETF 10.5 35 5 6.9 +0.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 10.4 29 11 6.4 -0.1
DEUS Xtrackers Russell US Multifactor ETF 10.2 17 23 7.1 +0.6
DVY iShares Select Dividend ETF 10.2 38 2 9.1 +2.6
VICE AdvisorShares Vice ETF 10.2 99 -59 6.6 +0.1
DTD WisdomTree U.S. Total Dividend Fund 10.1 28 12 6.3 -0.3
SPMV Invesco S&P 500 Minimum Variance ETF 10.0 10 30 5.4 -1.2
MVAL VanEck Morningstar Wide Moat Value ETF 10.0 49 -9 6.4 -0.1
FTCS First Trust Capital Strength ETF 10.0 55 -15 5.9 -0.6
BMVP Invesco Bloomberg MVP Multi-factor ETF 10.0 29 11 6.4 -0.1
DGRW WisdomTree US Quality Dividend Growth Fund 9.9 28 12 5.5 -1.1
DIVG Invesco S&P 500 High Dividend Growers ETF 9.9 39 1 8.4 +1.9
SAMT Strategas Macro Thematic Opportunities ETF 9.9 65 -25 2.6 -4.0
SDOG ALPS Sector Dividend Dogs ETF 9.9 36 4 9.5 +3.0
DIVB iShares Core Dividend ETF 9.9 5 35 8.1 +1.6
DGRO iShares Core Dividend Growth ETF 9.8 8 32 6.5 -0.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 9.6 35 5 5.8 -0.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 9.6 15 25 8.8 +2.3
ONEV SPDR Russell 1000 Low Volatility Focus ETF 9.5 20 20 7.7 +1.2
FVD First Trust Value Line Dividend Index Fund 9.5 65 -25 6.3 -0.2
BGIG Bahl & Gaynor Income Growth ETF 9.4 45 -5 5.2 -1.4
VOE Vanguard Mid-Cap Value ETF 9.3 7 33 7.6 +1.1
DJD Invesco Dow Jones Industrial Average Dividend ETF 9.2 7 33 7.4 +0.8
DSTL Distillate US Fundamental Stability & Value ETF 9.2 39 1 8.2 +1.7
SIXL ETC 6 Meridian Low Beta Equity ETF 9.2 80 -40 6.2 -0.3
VYM Vanguard High Dividend Yield Index ETF 9.1 6 34 7.0 +0.5
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 9.1 30 10 9.1 +2.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 9.0 70 -30 4.9 -1.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 9.0 24 16 8.2 +1.7
PY Principal Value ETF 8.9 15 25 7.3 +0.8
DVND Touchstone Dividend Select ETF 8.8 67 -27 5.6 -1.0
PRXV Praxis Impact Large Cap Value ETF 8.8 36 4 6.5 -0.1
STXV Strive 1000 Value ETF 8.8 18 22 8.0 +1.4
SHRY First Trust Bloomberg Shareholder Yield ETF 8.7 60 -20 8.2 +1.7
FUNL CornerCap Fundametrics Large-Cap ETF 8.7 50 -10 7.2 +0.6
VTV Vanguard Value ETF 8.7 4 36 6.8 +0.3
SPVU Invesco S&P 500 Enhanced Value ETF 8.6 13 27 10.1 +3.6
REVS Columbia Research Enhanced Value ETF 8.6 19 21 7.5 +1.0
QLV FlexShares US Quality Low Volatility Index Fund 8.5 22 18 5.6 -1.0
MGV Vanguard Mega Cap Value ETF 8.4 7 33 6.6 +0.0
AUSF Global X Adaptive U.S. Factor ETF 8.4 27 13 8.9 +2.3
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 8.4 60 -20 4.6 -2.0
QDEF FlexShares Quality Dividend Defensive Index Fund 8.4 37 3 6.0 -0.5
MOAT VanEck Morningstar Wide Moat ETF 8.3 46 -6 5.6 -1.0
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 8.3 30 10 8.4 +1.9
ULVM VictoryShares US Value Momentum ETF 8.3 20 20 7.2 +0.7
EVUS iShares ESG Aware MSCI USA Value ETF 8.2 18 22 6.4 -0.1
MDLV Morgan Dempsey Large Cap Value ETF 8.2 58 -18 7.5 +0.9
TOKE Cambria Cannabis ETF 8.1 42 -2 1.2 -5.4
QUS SPDR MSCI USA StrategicFactors ETF 8.1 15 25 5.6 -0.9
NUDV Nuveen ESG Dividend ETF 8.1 26 14 7.6 +1.1
QLTY GMO U.S. Quality ETF 8.1 50 -10 4.5 -2.0
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 8.0 49 -9 5.8 -0.7
GVLU Gotham 1000 Value ETF 8.0 50 -10 8.9 +2.4
CFA VictoryShares US 500 Volatility Wtd ETF 7.9 35 5 5.9 -0.6
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 7.9 40 0 5.9 -0.7
VALQ American Century U.S. Quality Value ETF 7.9 29 11 7.7 +1.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 7.7 60 -20 4.0 -2.6
EQAL Invesco Russell 1000 Equal Weight ETF 7.7 20 20 6.8 +0.2
EQWL Invesco S&P 100 Equal Weight ETF 7.7 25 15 6.1 -0.4
QUVU Hartford Quality Value ETF 7.6 46 -6 7.1 +0.6
RAFE PIMCO RAFI ESG U.S. ETF 7.6 29 11 6.9 +0.4
SCHV Schwab U.S. Large-Cap Value ETF 7.6 4 36 6.7 +0.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 7.6 38 2 6.3 -0.3
DUHP Dimensional US High Profitability ETF 7.6 21 19 6.4 -0.2
MODL VictoryShares WestEnd U.S. Sector ETF 7.6 42 -2 4.5 -2.1
CVAR Cultivar ETF 7.5 87 -47 6.6 +0.1
IUS Invesco RAFI Strategic US ETF 7.5 19 21 6.8 +0.3
PWV Invesco Large Cap Value ETF 7.4 55 -15 7.1 +0.5
VOOV Vanguard S&P 500 Value ETF 7.4 7 33 6.2 -0.3
IVE iShares S&P 500 Value ETF 7.4 18 22 6.1 -0.5
FBCV Fidelity Blue Chip Value ETF 7.4 59 -19 7.4 +0.8
LOWV AB US Low Volatility Equity ETF 7.4 48 -8 5.1 -1.4
SPYV SPDR Portfolio S&P 500 Value ETF 7.4 4 36 6.2 -0.3
NBCC Neuberger Berman Next Generation Connected Consumer ETF 7.4 56 -16 0.3 -6.3
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 7.4 49 -9 9.5 +3.0
JHDV John Hancock U.S. High Dividend ETF 7.3 34 6 6.5 0.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 7.3 19 21 6.3 -0.2
ROUS Hartford Multifactor US Equity ETF 7.3 19 21 7.0 +0.4
IUSV iShares Core S&P US Value ETF 7.3 4 36 6.4 -0.2
BDIV AAM Brentview Dividend Growth ETF 7.3 49 -9 4.5 -2.1
DEW WisdomTree Global High Dividend Fund 7.1 58 -18 8.4 +1.9
PFM Invesco Dividend Achievers ETF 7.0 53 -13 5.2 -1.3
PPH VanEck Pharmaceutical ETF 7.0 36 4 8.6 +2.0
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 7.0 29 11 6.6 +0.1
FTA First Trust Large Cap Value AlphaDEX Fund 6.9 59 -19 8.9 +2.4
WBIY WBI Power Factor High Dividend ETF 6.8 100 -60 15.2 +8.7
INCE Franklin Income Equity Focus ETF 6.8 29 11 5.6 -0.9
JEPI JPMorgan Equity Premium Income ETF 6.8 35 5 5.7 -0.8
RECS Columbia Research Enhanced Core ETF 6.8 15 25 5.6 -1.0
PAWZ ProShares Pet Care ETF 6.7 50 -10 3.9 -2.7
IWX iShares Russell Top 200 Value ETF 6.7 20 20 6.2 -0.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 6.7 25 15 5.9 -0.6
LIVR Intelligent Livermore ETF 6.6 69 -29 5.3 -1.3
RSP Invesco S&P 500 Equal Weight ETF 6.6 20 20 6.6 +0.1
CGDV Capital Group Dividend Value ETF 6.6 33 7 4.5 -2.0
VFQY Vanguard U.S. Quality Factor ETF 6.5 13 27 6.4 -0.2
ONEO SPDR Russell 1000 Momentum Focus ETF 6.5 20 20 7.0 +0.5
IMCV iShares Morningstar Mid-Cap Value ETF 6.5 6 34 8.1 +1.6
EDOW First Trust Dow 30 Equal Weight ETF 6.5 50 -10 5.3 -1.2
GQI Natixis Gateway Quality Income ETF 6.5 34 6 5.1 -1.4
MBOX Freedom Day Dividend ETF 6.5 39 1 7.5 +0.9
GVUS Marketbeta Russell 1000 Value Equity ETF 6.5 12 28 6.5 -0.1
QLC FlexShares US Quality Large Cap Index Fund 6.5 25 15 5.2 -1.3
FDRR Fidelity Dividend ETF for Rising Rates 6.4 15 25 6.9 +0.4
XHS SPDR S&P Health Care Services ETF 6.4 35 5 3.0 -3.6
FNDX Schwab Fundamental US Large Co. Index ETF 6.4 25 15 7.1 +0.5
QWLD SPDR MSCI World StrategicFactors ETF 6.3 30 10 5.9 -0.7
CCMG CCM Global Equity ETF 6.3 34 6 8.4 +1.8
TXS Texas Capital Texas Equity Index ETF 6.3 49 -9 5.6 -0.9
SPDV AAM S&P 500 High Dividend Value ETF 6.3 29 11 10.6 +4.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 6.3 29 11 4.5 -2.0
AGQI First Trust Active Global Quality Income ETF 6.3 85 -45 4.8 -1.7
ILCV iShares Morningstar Value ETF 6.3 4 36 6.3 -0.2
VIG Vanguard Dividend Appreciation ETF 6.3 5 35 5.5 -1.0
IWD iShares Russell 1000 Value ETF 6.2 19 21 6.4 -0.2
VONV Vanguard Russell 1000 Value ETF 6.2 7 33 6.5 -0.0
QDF FlexShares Quality Dividend Index Fund 6.2 37 3 6.1 -0.4
VLU SPDR S&P 1500 Value Tilt ETF 6.1 12 28 7.4 +0.8
DIV Global X SuperDividend US ETF 6.1 45 -5 12.3 +5.8
FLV American Century Focused Large Cap Value ETF 6.1 42 -2 6.6 +0.1
ZECP Zacks Earnings Consistent Portfolio ETF 6.0 55 -15 4.7 -1.8
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 6.0 12 28 5.9 -0.7
RSPE Invesco ESG S&P 500 Equal Weight ETF 6.0 20 20 6.4 -0.1
RAYD Rayliant Quantitative Developed Market Equity ETF 6.0 80 -40 4.4 -2.1
FNDB Schwab Fundamental US Broad Market Index ETF 6.0 25 15 7.1 +0.6
ACVF American Conservative Values ETF 6.0 75 -35 4.4 -2.2
SPXT ProShares S&P 500 Ex-Technology ETF 6.0 9 31 5.5 -1.0
VFMF Vanguard U.S. Multifactor ETF 6.0 18 22 7.9 +1.4
MTUM iShares MSCI USA Momentum Factor ETF 5.9 15 25 3.4 -3.1
WOMN Impact Shares YWCA Women's Empowerment ETF 5.9 75 -35 5.3 -1.2
NULC Nuveen ESG Large-Cap ETF 5.9 21 19 4.6 -1.9
MAGA Point Bridge America First ETF 5.9 72 -32 5.8 -0.7
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 5.9 32 8 4.9 -1.6
FQAL Fidelity Quality Factor ETF 5.8 15 25 5.7 -0.9
OUSA ALPS O'Shares U.S. Quality Dividend ETF 5.8 48 -8 6.1 -0.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 5.8 9 31 6.1 -0.4
FLRG Fidelity U.S. Multifactor ETF 5.8 15 25 6.9 +0.4
HAPI Harbor Human Capital Factor US Large Cap ETF 5.7 36 4 4.7 -1.8
EUSA iShares MSCI USA Equal Weighted ETF 5.7 9 31 6.1 -0.4
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 5.7 50 -10 8.1 +1.6
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 5.6 56 -16 6.2 -0.4
FLOW Global X U.S. Cash Flow Kings 100 ETF 5.6 25 15 11.2 +4.6
VO Vanguard Mid-Cap ETF 5.6 4 36 5.7 -0.8
IMCB iShares Morningstar Mid-Cap ETF 5.6 4 36 6.1 -0.5
XMAG Defiance Large Cap ex-Mag 7 ETF 5.6 35 5 5.1 -1.5
HDUS Hartford Disciplined US Equity ETF 5.6 19 21 5.6 -0.9
PRF Invesco FTSE RAFI US 1000 ETF 5.5 39 1 6.7 +0.1
AVMC Avantis U.S. Mid Cap Equity ETF 5.5 18 22 6.9 +0.4
PKW Invesco Buyback Achievers ETF 5.5 62 -22 7.2 +0.7
VLUE iShares MSCI USA Value Factor ETF 5.5 15 25 9.0 +2.5
HLGE Hartford Longevity Economy ETF 5.5 44 -4 -0.4 -6.9
USMF WisdomTree U.S. Multifactor Fund 5.5 28 12 7.2 +0.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 5.4 10 30 5.0 -1.5
VSLU Applied Finance Valuation Large Cap ETF 5.4 49 -9 5.5 -1.0
GDIV Harbor Dividend Growth Leaders ETF 5.4 50 -10 5.2 -1.3
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 5.4 5 35 8.0 +1.5
GINX SGI Enhanced Global Income ETF 5.4 98 -58 7.1 +0.6
NANC Unusual Whales Subversive Democratic Trading ETF 5.4 75 -35 3.6 -2.9
SIZE iShares MSCI USA Size Factor ETF 5.4 15 25 6.1 -0.5
FAB First Trust Multi Cap Value AlphaDEX Fund 5.3 67 -27 10.0 +3.5
SPVM Invesco S&P 500 Value with Momentum ETF 5.3 39 1 7.6 +1.0
IWS iShares Russell Mid-Cap Value ETF 5.3 23 17 6.7 +0.2
SXQG ETC 6 Meridian Quality Growth ETF 5.2 100 -60 4.7 -1.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 5.2 10 30 4.9 -1.7
LCF Touchstone US Large Cap Focused ETF 5.2 69 -29 4.2 -2.4
DFVX Dimensional US Large Cap Vector ETF 5.2 22 18 6.2 -0.3
GSPY Gotham Enhanced 500 ETF 5.2 50 -10 5.2 -1.4
SMOT VanEck Morningstar SMID Moat ETF 5.1 49 -9 6.6 +0.0
DSPY Tema S&P 500 Historical Weight ETF 5.1 18 22 5.1 -1.5
LRGF iShares U.S. Equity Factor ETF 5.1 8 32 5.3 -1.2
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 5.1 58 -18 4.1 -2.5
XLV Health Care Select Sector SPDR Fund 5.1 8 32 7.5 +0.9
NUMV Nuveen ESG Mid-Cap Value ETF 5.1 31 9 6.9 +0.4
KROP Global X AgTech & Food Innovation ETF 5.1 50 -10 2.0 -4.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 5.1 9 31 5.2 -1.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 5.1 75 -35 7.3 +0.8
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 5.0 35 5 4.1 -2.5
DUSA Davis Select U.S. Equity ETF 5.0 61 -21 7.4 +0.9
TPHD Timothy Plan High Dividend Stock ETF 5.0 52 -12 7.1 +0.6
TPHE Timothy Plan High Dividend Stock Enhanced ETF 5.0 54 -14 7.0 +0.5
EPS WisdomTree U.S. LargeCap Fund 5.0 8 32 5.6 -0.9
QNXT iShares Nasdaq-100 ex Top 30 ETF 5.0 20 20 4.2 -2.3
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 5.0 15 25 5.5 -1.0
RSPH Invesco S&P 500 Equal Weight Health Care ETF 4.9 40 0 7.9 +1.4
IWR iShares Russell Midcap ETF 4.9 19 21 5.8 -0.7
OALC OneAscent Large Cap Core ETF 4.9 86 -46 4.0 -2.5
JAVA JPMorgan Active Value ETF 4.8 44 -4 6.4 -0.2
VFVA Vanguard U.S. Value Factor ETF 4.8 13 27 11.0 +4.4
JHML John Hancock Multifactor Large Cap ETF 4.8 29 11 5.3 -1.3
FLDZ RiverNorth Patriot ETF 4.8 75 -35 6.1 -0.4
HAP VanEck Natural Resources ETF 4.8 50 -10 9.2 +2.7
PEY Invesco High Yield Equity Dividend Achievers ETF 4.8 52 -12 10.3 +3.8
FEX First Trust Large Cap Core AlphaDEX Fund 4.7 59 -19 5.8 -0.7
FDLO Fidelity Low Volatility Factor ETF 4.7 15 25 5.4 -1.1
SWP SWP Growth & Income ETF 4.7 99 -59 4.1 -2.5
SPXN ProShares S&P 500 Ex-Financials ETF 4.7 9 31 4.8 -1.7
LVOL American Century Low Volatility ETF 4.7 29 11 5.0 -1.5
AVMV Avantis U.S. Mid Cap Value ETF 4.6 20 20 8.8 +2.3
IMCG iShares Morningstar Mid-Cap Growth ETF 4.6 6 34 4.0 -2.5
BLCV iShares Large Cap Value Active ETF 4.6 53 -13 7.4 +0.8
YLDE ClearBridge Dividend Strategy ESG ETF 4.6 60 -20 5.7 -0.8
TMFX Motley Fool Next Index ETF 4.6 50 -10 2.6 -3.9
FELV Fidelity Enhanced Large Cap Value ETF 4.6 18 22 6.7 +0.1
DGT SPDR Global Dow ETF 4.6 50 -10 6.8 +0.2
VEGI iShares MSCI Agriculture Producers ETF 4.6 39 1 9.1 +2.5
DSI iShares MSCI KLD 400 Social ETF 4.6 25 15 4.7 -1.8
AFLG First Trust Active Factor Large Cap ETF 4.5 55 -15 6.2 -0.3
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 4.5 60 -20 9.5 +2.9
MOO VanEck Agribusiness ETF 4.5 53 -13 10.8 +4.3
SNPE Xtrackers S&P 500 ESG ETF 4.5 10 30 5.0 -1.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 4.5 9 31 4.7 -1.8
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.4 39 1 11.7 +5.1
STXD Strive 1000 Dividend Growth ETF 4.4 35 5 4.8 -1.8
SSPX Janus Henderson U.S. Sustainable Equity ETF 4.4 55 -15 9.7 +3.2
SUSA iShares MSCI USA ESG Select ETF 4.4 25 15 4.6 -1.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 4.4 20 20 4.9 -1.6
ACSI American Customer Satisfaction ETF 4.4 65 -25 4.7 -1.8
RWK Invesco S&P MidCap 400 Revenue ETF 4.4 39 1 9.5 +3.0
SUSL iShares ESG MSCI USA Leaders ETF 4.4 10 30 4.9 -1.7
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 4.4 7 33 4.7 -1.8
WLDR Affinity World Leaders Equity ETF 4.4 67 -27 7.5 +0.9
IHF iShares U.S. Healthcare Providers ETF 4.3 40 0 7.9 +1.4
VHT Vanguard Health Care ETF 4.3 9 31 5.9 -0.7
VOTE TCW Transform 500 ETF 4.3 5 35 4.8 -1.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 4.3 2 38 4.8 -1.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 4.3 11 29 4.8 -1.7
BKLC BNY Mellon US Large Cap Core Equity ETF 4.3 0 40 4.8 -1.7
GCOW Pacer Global Cash Cows Dividend ETF 4.3 60 -20 11.0 +4.5
ESGU iShares ESG Aware MSCI USA ETF 4.3 15 25 4.6 -1.9
BGDV Bahl & Gaynor Dividend ETF 4.2 45 -5 4.7 -1.8
JMOM JPMorgan U.S. Momentum Factor ETF 4.2 12 28 4.5 -2.1
CGDG Capital Group Dividend Growers ETF 4.2 47 -7 6.2 -0.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 4.2 52 -12 5.6 -0.9
FCTE SMI 3Fourteen Full-Cycle Trend ETF 4.2 85 -45 9.1 +2.6
SEMG Suncoast Select Growth ETF 4.2 60 -20 4.3 -2.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.2 58 -18 5.5 -1.0
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 4.2 46 -6 9.9 +3.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 4.2 4 36 6.2 -0.4
DXUV Dimensional US Vector Equity ETF 4.2 28 12 6.2 -0.4
JVAL JPMorgan U.S. Value Factor ETF 4.1 12 28 8.0 +1.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 4.1 75 -35 4.0 -2.6
QVML Invesco S&P 500 QVM Multi-factor ETF 4.1 11 29 5.1 -1.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 4.1 14 26 4.8 -1.8
CVLC Calvert US Large-Cap Core Responsible Index ETF 4.1 15 25 4.8 -1.7
BKWO BNY Mellon Women's Opportunities ETF 4.1 50 -10 3.7 -2.8
JHMM John Hancock Multifactor Mid Cap ETF 4.1 42 -2 6.4 -0.2
CATH Global X S&P 500 Catholic Values Custom ETF 4.1 29 11 4.6 -2.0
DFLV Dimensional US Large Cap Value ETF 4.1 22 18 7.7 +1.2
GNR SPDR S&P Global Natural Resources ETF 4.1 40 0 11.1 +4.5
NANR SPDR S&P North American Natural Resources ETF 4.1 35 5 7.8 +1.2
CZAR Themes Natural Monopoly ETF 4.1 35 5 5.7 -0.8
LST Leuthold Select Industries ETF 4.1 91 -51 5.0 -1.6
USSE Segall Bryant & Hamill Select Equity ETF 4.1 65 -25 4.3 -2.2
LQPE PEO AlphaQuest Thematic PE ETF 4.0 125 -85 5.2 -1.4
JQUA JPMorgan U.S. Quality Factor ETF 4.0 12 28 5.9 -0.6
ROE Astoria US Quality Kings ETF 4.0 49 -9 6.5 0.0
DWLD Davis Select Worldwide ETF 4.0 63 -23 7.2 +0.6
SPXE ProShares S&P 500 Ex-Energy ETF 4.0 9 31 4.7 -1.8
DCOR Dimensional US Core Equity 1 ETF 4.0 14 26 5.3 -1.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 4.0 7 33 5.0 -1.5
DFAC Dimensional U.S. Core Equity 2 ETF 4.0 17 23 5.5 -1.1
RCGE RockCreek Global Equality ETF 4.0 95 -55 6.7 +0.2
LYLD Cambria Large Cap Shareholder Yield ETF 4.0 59 -19 9.7 +3.1
LGCF Themes US Cash Flow Champions ETF 4.0 30 10 8.4 +1.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 3.9 15 25 7.3 +0.8
FSCS First Trust SMID Capital Strength ETF 3.9 60 -20 7.3 +0.7
STXM Strive Mid-Cap ETF 3.9 18 22 6.1 -0.4
MDY SPDR S&P Midcap 400 ETF Trust 3.9 24 16 7.2 +0.7
IJH iShares Core S&P Mid-Cap ETF 3.9 5 35 7.4 +0.9
LGDX Intech S&P Large Cap Diversified Alpha ETF 3.9 25 15 5.3 -1.2
DFAU Dimensional US Core Equity Market ETF 3.9 12 28 4.9 -1.6
SCHM Schwab U.S. Mid-Cap ETF 3.9 4 36 6.6 +0.1
SHE SPDR MSCI USA Gender Diversity ETF 3.9 20 20 4.9 -1.6
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 3.9 20 20 4.6 -1.9
SPXV ProShares S&P 500 Ex-Health Care ETF 3.9 9 31 4.6 -2.0
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 3.8 40 0 5.4 -1.1
KRMA Global X Conscious Companies ETF 3.8 43 -3 5.7 -0.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 3.8 25 15 5.6 -1.0
XJH iShares ESG Screened S&P Mid-Cap ETF 3.8 12 28 7.1 +0.6
KONG Formidable Fortress ETF 3.8 89 -49 6.1 -0.4
IVV iShares Core S&P 500 ETF 3.8 3 37 4.9 -1.7
SPY SPDR S&P 500 ETF Trust 3.8 9 31 4.8 -1.7
SPLG SPDR Portfolio S&P 500 ETF 3.8 2 38 4.9 -1.7
ITAN Sparkline Intangible Value ETF 3.8 50 -10 6.4 -0.2
VOO Vanguard S&P 500 ETF 3.8 3 37 4.9 -1.6
ILCB iShares Morningstar U.S. Equity ETF 3.7 3 37 4.7 -1.8
YALL God Bless America ETF 3.7 65 -25 3.6 -3.0
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 3.7 3 37 7.4 +0.9
IVOO Vanguard S&P Mid-Cap 400 ETF 3.7 7 33 7.5 +1.0
FHLC Fidelity MSCI Health Care Index ETF 3.7 8 32 6.1 -0.4
VONE Vanguard Russell 1000 ETF 3.7 7 33 4.8 -1.7
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 3.7 3 37 5.1 -1.5
IWB iShares Russell 1000 ETF 3.7 15 25 4.8 -1.8
IWP iShares Russell Mid-Cap Growth ETF 3.7 23 17 3.5 -3.0
DIVY Sound Equity Dividend Income ETF 3.7 45 -5 9.8 +3.2
WDNA WisdomTree BioRevolution Fund 3.7 45 -5 -1.2 -7.8
VFLO VictoryShares Free Cash Flow ETF 3.7 39 1 10.3 +3.8
DFSU Dimensional US Sustainability Core 1 ETF 3.7 18 22 5.3 -1.2
IYY iShares Dow Jones U.S. ETF 3.7 20 20 4.7 -1.8
IEDI iShares U.S. Consumer Focused ETF 3.7 18 22 5.5 -1.0
FDMO Fidelity Momentum Factor ETF 3.7 15 25 3.6 -2.9
SCHX Schwab U.S. Large-Cap ETF 3.6 3 37 4.9 -1.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.6 45 -5 4.3 -2.2
VV Vanguard Large-Cap ETF 3.6 4 36 4.8 -1.8
STRV Strive 500 ETF 3.6 5 35 4.7 -1.8
DFUS Dimensional U.S. Equity ETF 3.6 9 31 4.7 -1.8
IJJ iShares S&P Mid-Cap 400 Value ETF 3.6 18 22 8.8 +2.3
RVRB Reverb ETF 3.6 30 10 4.5 -2.1
PBUS Invesco MSCI USA ETF 3.6 4 36 4.8 -1.8
IXJ iShares Global Healthcare ETF 3.6 42 -2 7.0 +0.5
YOKE Yoke Core ETF 3.6 42 -2 4.4 -2.1
SCHK Schwab 1000 Index ETF 3.6 5 35 4.9 -1.6
USCL iShares Climate Conscious & Transition MSCI USA ETF 3.6 8 32 4.9 -1.6
MAVF Matrix Advisors Value ETF 3.6 75 -35 5.6 -1.0
MDYV SPDR S&P 400 Mid Cap Value ETF 3.6 15 25 8.8 +2.3
WTV WisdomTree US Value Fund of Benef Interest 3.6 12 28 8.9 +2.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 3.5 10 30 8.9 +2.4
TOV JLens 500 Jewish Advocacy U.S. ETF 3.5 18 22 4.5 -2.0
IWV iShares Russell 3000 ETF 3.5 20 20 4.7 -1.9
SGLC SGI U.S. Large Cap Core ETF 3.5 85 -45 4.0 -2.6
VTHR Vanguard Russell 3000 ETF 3.5 7 33 4.8 -1.8
USMC Principal U.S. Mega-Cap ETF 3.5 12 28 4.3 -2.2
TAX Cambria Tax Aware ETF 3.5 49 -9 4.9 -1.6
VTI Vanguard Total Stock Market ETF 3.5 3 37 4.8 -1.7
ITOT iShares Core S&P Total U.S. Stock Market ETF 3.5 3 37 4.8 -1.7
DFUV Dimensional US Marketwide Value ETF 3.5 22 18 7.5 +1.0
ESGV Vanguard ESG U.S. Stock ETF 3.5 9 31 4.6 -1.9
OEF iShares S&P 100 ETF 3.5 20 20 4.4 -2.1
ZIG Acquirers Fund 3.5 84 -44 19.1 +12.6
SCHB Schwab U.S. Broad Market ETF 3.5 3 37 4.9 -1.6
CCNR ALPS CoreCommodity Natural Resources ETF 3.5 39 1 10.3 +3.8
WDIV SPDR S&P Global Dividend ETF 3.5 40 0 9.3 +2.7
EATZ AdvisorShares Restaurant ETF 3.4 101 -61 7.7 +1.1
XVV iShares ESG Screened S&P 500 ETF 3.4 8 32 4.7 -1.8
USCF Themes US Cash Flow Champions ETF 3.4 29 11 8.8 +2.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 3.4 60 -20 5.5 -1.1
IWL iShares Russell Top 200 ETF 3.4 15 25 4.5 -2.0
LRGC AB US Large Cap Strategic Equities ETF 3.4 48 -8 4.4 -2.2
IOO iShares Global 100 ETF 3.4 41 -1 4.6 -1.9
FVAL Fidelity Value Factor ETF 3.4 15 25 6.8 +0.2
AIEQ AI Powered Equity ETF 3.4 75 -35 3.7 -2.9
KLMN Invesco MSCI North America Climate ETF 3.4 9 31 4.9 -1.7
XRT SPDR S&P Retail ETF 3.3 35 5 8.5 +2.0
QUAL iShares MSCI USA Quality Factor ETF 3.3 15 25 5.4 -1.2
LEAD Siren DIVCON Leaders Dividend ETF 3.3 43 -3 4.2 -2.3
ANEW ProShares MSCI Transformational Changes ETF 3.3 45 -5 6.1 -0.4
HLAL Wahed FTSE USA Shariah ETF 3.3 50 -10 4.5 -2.0
FLQL Franklin LibertyQ U.S. Equity ETF 3.3 15 25 5.3 -1.3
ABEQ Absolute Select Value ETF 3.3 85 -45 4.8 -1.8
ABFL Abacus FCF Leaders ETF 3.3 59 -19 5.4 -1.1
APUE ActivePassive U.S. Equity ETF 3.3 45 -5 4.5 -2.0
MGC Vanguard Mega Cap ETF 3.3 7 33 4.6 -2.0
KOKU Xtrackers MSCI Kokusai Equity ETF 3.3 9 31 5.1 -1.4
PSET Principal Quality ETF 3.2 15 25 5.3 -1.2
AVSU Avantis Responsible U.S. Equity ETF 3.2 15 25 5.9 -0.6
RNMC First Trust Mid Cap US Equity Select ETF 3.2 60 -20 6.8 +0.2
DON WisdomTree U.S. MidCap Dividend Fund 3.2 38 2 9.1 +2.5
XMMO Invesco S&P MidCap Momentum ETF 3.2 34 6 5.6 -1.0
TTAC FCF US Quality ETF 3.1 59 -19 6.5 -0.1
MID American Century Mid Cap Growth Impact ETF 3.1 45 -5 3.2 -3.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 3.1 12 28 4.5 -2.0
DIVL Madison Dividend Value ETF 3.1 65 -25 5.9 -0.6
AVUS Avantis U.S. Equity ETF 3.1 15 25 5.7 -0.8
VNSE Natixis Vaughan Nelson Select ETF 3.1 80 -40 4.6 -2.0
TIME Clockwise Core Equity & Innovation ETF 3.1 95 -55 2.8 -3.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.1 7 33 6.0 -0.5
GQQQ Astoria US Quality Growth Kings ETF 3.0 35 5 4.6 -2.0
USRD Themes US R&D Champions ETF 3.0 29 11 4.4 -2.1
BEEX BeeHive ETF 3.0 84 -44 4.2 -2.3
KOCG FIS Knights of Columbus Global Belief ETF 3.0 75 -35 5.3 -1.3
ASLV Allspring Special Large Value ETF 3.0 35 5 6.4 -0.1
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 3.0 19 21 5.3 -1.3
VBR Vanguard Small Cap Value ETF 3.0 7 33 9.2 +2.7
PTL Inspire 500 ETF 3.0 9 31 5.2 -1.4
DFAT Dimensional U.S. Targeted Value ETF 3.0 28 12 9.4 +2.9
ECML Euclidean Fundamental Value ETF 3.0 95 -55 11.5 +4.9
XLG Invesco S&P 500 Top 50 ETF 3.0 20 20 4.0 -2.5
GGUS Marketbeta Russell 1000 Growth Equity ETF 3.0 12 28 4.5 -2.1
EZM WisdomTree U.S. MidCap Fund 3.0 38 2 9.2 +2.7
ADME Aptus Drawdown Managed Equity ETF 2.9 79 -39 4.1 -2.5
DIA SPDR Dow Jones Industrial Average ETF Trust 2.9 16 24 5.4 -1.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.9 15 25 6.0 -0.5
FFLC Fidelity Fundamental Large Cap Core ETF 2.9 38 2 4.5 -2.0
GLOF iShares Global Equity Factor ETF 2.9 20 20 6.4 -0.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.9 15 25 4.6 -1.9
SPMO Invesco S&P 500 Momentum ETF 2.9 13 27 3.5 -3.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.9 80 -40 8.0 +1.5
CWS AdvisorShares Focused Equity ETF 2.8 84 -44 5.2 -1.3
DEMZ Democratic Large Cap Core ETF 2.8 45 -5 4.3 -2.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.8 24 16 7.7 +1.2
JGRW Jensen Quality Growth ETF 2.8 57 -17 4.6 -1.9
TOK iShares MSCI Kokusai ETF 2.8 26 14 4.9 -1.6
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 2.8 49 -9 4.4 -2.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.8 20 20 6.3 -0.2
HAPY Harbor Human Capital Factor Unconstrained ETF 2.8 50 -10 5.7 -0.8
EBI Longview Advantage ETF 2.7 35 5 6.5 -0.0
FNK First Trust Mid Cap Value AlphaDEX Fund 2.7 70 -30 11.2 +4.7
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.7 15 25 4.1 -2.4
XMLV Invesco S&P MidCap Low Volatility ETF 2.7 25 15 7.6 +1.1
PEJ Invesco Leisure and Entertainment ETF 2.7 58 -18 3.7 -2.9
IJK iShares S&P Mid-Cap 400 Growth ETF 2.7 17 23 5.9 -0.6
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.7 17 23 5.6 -0.9
URTH iShares MSCI World ETF 2.7 24 16 5.0 -1.6
VFMO Vanguard U.S. Momentum Factor ETF 2.7 13 27 2.8 -3.7
IVRA Invesco Real Assets ESG ETF 2.7 59 -19 6.3 -0.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.7 9 31 5.6 -1.0
VB Vanguard Small-Cap ETF 2.7 5 35 6.1 -0.4
TOLL Tema Durable Quality ETF 2.6 75 -35 5.1 -1.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.6 10 30 6.1 -0.4
XMVM Invesco S&P MidCap Value with Momentum ETF 2.6 39 1 9.9 +3.4
FNX First Trust Mid Cap Core AlphaDEX Fund 2.6 60 -20 7.3 +0.8
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.6 15 25 6.0 -0.6
JGRO JPMorgan Active Growth ETF 2.6 44 -4 3.4 -3.2
JSTC Adasina Social Justice All Cap Global ETF 2.6 89 -49 4.8 -1.7
FMKT The Free Markets ETF 2.6 76 -36 1.5 -5.0
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.6 60 -20 4.9 -1.6
FMDE Fidelity Enhanced Mid Cap ETF 2.6 23 17 5.8 -0.7
SRHQ SRH U.S. Quality ETF 2.6 35 5 7.6 +1.1
CHGX AXS Change Finance ESG ETF 2.5 49 -9 4.7 -1.8
SFY SoFi Select 500 ETF 2.5 0 40 4.3 -2.2
SPGP Invesco S&P 500 GARP ETF 2.5 34 6 6.5 -0.1
PDP Invesco Dorsey Wright Momentum ETF 2.5 62 -22 3.8 -2.8
SAGP Strategas Global Policy Opportunities ETF 2.5 65 -25 5.4 -1.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.5 50 -10 4.2 -2.3
JPEF JPMorgan Equity Focus ETF 2.5 50 -10 4.2 -2.3
NACP Impact Shares NAACP Minority Empowerment ETF 2.4 49 -9 4.6 -2.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.4 30 10 6.7 +0.2
PEXL Pacer US Export Leaders ETF 2.4 60 -20 4.4 -2.1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.4 49 -9 4.7 -1.8
FTWO Strive FAANG 2.0 ETF 2.4 49 -9 4.2 -2.4
ACWI iShares MSCI ACWI ETF 2.4 32 8 5.4 -1.1
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.3 65 -25 3.6 -2.9
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.3 49 -9 3.7 -2.8
GRNY Fundstrat Granny Shots US Large Cap ETF 2.3 75 -35 2.5 -4.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.3 20 20 5.5 -1.0
KLMT Invesco MSCI Global Climate 500 ETF 2.3 10 30 5.6 -0.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.3 15 25 8.0 +1.5
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 2.3 49 -9 3.7 -2.9
FEGE First Eagle Global Equity ETF 2.3 79 -39 6.8 +0.2
SDG iShares MSCI Global Sustainable Development Goals ETF 2.3 49 -9 5.7 -0.8
NUSC Nuveen ESG Small-Cap ETF 2.3 31 9 5.3 -1.3
SYNB Putnam BioRevolution ETF 2.3 70 -30 2.8 -3.7
AVLV Avantis U.S. Large Cap Value ETF 2.2 15 25 7.8 +1.3
VT Vanguard Total World Stock ETF 2.2 6 34 5.7 -0.8
FSST Fidelity Sustainable U.S. Equity ETF 2.2 59 -19 4.3 -2.3
VBK Vanguard Small-Cap Growth ETF 2.2 7 33 1.9 -4.6
RFV Invesco S&P Midcap 400 Pure Value ETF 2.2 35 5 13.2 +6.7
OPTZ Optimize Strategy Index ETF 2.2 50 -10 4.5 -2.0
QQQ Invesco QQQ Trust Series I 2.2 20 20 4.0 -2.6
QQQM Invesco NASDAQ 100 ETF 2.2 15 25 4.0 -2.5
ESGG FlexShares STOXX Global ESG Select Index Fund 2.1 42 -2 5.3 -1.3
FELC Fidelity Enhanced Large Cap Core ETF 2.1 18 22 5.1 -1.4
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.0 52 -12 6.3 -0.3
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.0 30 10 4.3 -2.2
GOP Unusual Whales Subversive Republican Trading ETF 2.0 50 -10 5.4 -1.1
FMAT Fidelity MSCI Materials Index ETF 2.0 8 32 6.3 -0.2
HELX Franklin Genomic Advancements ETF 2.0 50 -10 -0.3 -6.8
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 2.0 75 -35 5.4 -1.1
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 2.0 60 -20 6.0 -0.5
RSPM Invesco S&P 500 Equal Weight Materials ETF 2.0 40 0 8.0 +1.5
FTAG First Trust Indxx Global Agriculture ETF 2.0 70 -30 8.7 +2.2
FTRI First Trust Indxx Global Natural Resources Income ETF 2.0 70 -30 7.6 +1.1
XLB Materials Select Sector SPDR Fund 2.0 8 32 6.6 +0.1
VAW Vanguard Materials ETF 2.0 9 31 6.3 -0.3
QQMG Invesco ESG NASDAQ 100 ETF 2.0 20 20 4.0 -2.5
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 2.0 48 -8 8.4 +1.8
UDI USCF Dividend Income Fund 2.0 65 -25 8.2 +1.6
FTGS First Trust Growth Strength ETF 2.0 60 -20 5.0 -1.5
FSMD Fidelity Small-Mid Multifactor ETF 2.0 15 25 7.1 +0.6
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.0 35 5 7.2 +0.7
HRTS Tema Heart & Health ETF 1.9 75 -35 1.2 -5.3
SMMD iShares Russell 2500 ETF 1.9 15 25 6.1 -0.4
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.9 15 25 4.6 -1.9
STXG Strive 1000 Growth ETF 1.9 18 22 3.8 -2.7
VUSE Vident U.S. Equity Strategy ETF 1.9 50 -10 4.6 -2.0
SFYX SoFi Next 500 ETF 1.9 0 40 5.7 -0.8
DFAS Dimensional U.S. Small Cap ETF 1.8 26 14 6.4 -0.1
JOET Virtus Terranova US Quality Momentum ETF 1.8 29 11 4.7 -1.8
BFOR ALPS Barron's 400 ETF 1.8 65 -25 6.1 -0.5
AFMC First Trust Active Factor Mid Cap ETF 1.8 65 -25 8.5 +2.0
MEDI Harbor Health Care ETF 1.8 80 -40 -1.4 -7.9
DFSV Dimensional US Small Cap Value ETF 1.7 31 9 10.2 +3.7
ISCV iShares Morningstar Small Cap Value ETF 1.7 6 34 9.3 +2.8
SMLF iShares U.S. SmallCap Equity Factor ETF 1.7 15 25 5.8 -0.7
QTOP iShares Nasdaq Top 30 Stocks ETF 1.7 20 20 4.0 -2.6
CGUS Capital Group Core Equity ETF 1.7 33 7 4.3 -2.2
CGGO Capital Group Global Growth Equity ETF 1.7 47 -7 4.5 -2.0
MXI iShares Global Materials ETF 1.7 41 -1 7.5 +1.0
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 1.7 60 -20 9.2 +2.7
ONEQ Fidelity Nasdaq Composite Index ETF 1.6 21 19 3.6 -2.9
THRO iShares U.S. Thematic Rotation Active ETF 1.6 90 -50 4.0 -2.5
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.6 43 -3 6.1 -0.4
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.6 60 -20 7.0 +0.5
XMHQ Invesco S&P MidCap Quality ETF 1.6 25 15 6.6 +0.1
VXF Vanguard Extended Market ETF 1.5 5 35 4.6 -1.9
MOTG VanEck Morningstar Global Wide Moat ETF 1.5 52 -12 7.6 +1.1
ILCG iShares Morningstar Growth ETF 1.5 4 36 3.6 -2.9
FDLS Inspire Fidelis Multi Factor ETF 1.5 76 -36 5.1 -1.4
LRGE ClearBridge Large Cap Growth ESG ETF 1.5 59 -19 3.9 -2.7
IWF iShares Russell 1000 Growth ETF 1.5 19 21 4.3 -2.2
VONG Vanguard Russell 1000 Growth ETF 1.5 7 33 4.4 -2.1
PWB Invesco Large Cap Growth ETF 1.5 56 -16 3.1 -3.5
CZA Invesco Zacks Mid-Cap ETF 1.5 72 -32 6.6 +0.0
ABLD Abacus FCF Real Assets Leaders ETF 1.5 69 -29 7.0 +0.4
COPY Tweedy, Browne Insider + Value ETF 1.4 80 -40 11.9 +5.4
PBW Invesco WilderHill Clean Energy ETF 1.4 66 -26 -3.0 -9.5
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.4 25 15 7.8 +1.3
IPO Renaissance IPO ETF 1.4 60 -20 3.7 -2.9
VAMO Cambria Value & Momentum ETF 1.4 61 -21 5.8 -0.8
MDCP VictoryShares THB Mid Cap ESG ETF 1.4 55 -15 5.7 -0.8
RNSC Furst Trust Small Cap US Equity Select ETF 1.4 60 -20 6.1 -0.4
BLES Inspire Global Hope ETF 1.4 61 -21 6.8 +0.2
ISCB iShares Morningstar Small-Cap ETF 1.4 4 36 6.1 -0.4
PRAY FIS Christian Stock Fund 1.3 69 -29 5.2 -1.3
CVY Invesco Zacks Multi-Asset Income ETF 1.3 106 -66 12.8 +6.3
FFND Future Fund Active ETF 1.3 100 -60 4.2 -2.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.3 65 -25 3.5 -3.0
IWY iShares Russell Top 200 Growth ETF 1.3 20 20 4.5 -2.1
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.3 79 -39 4.4 -2.2
NIXT Research Affiliates Deletions ETF 1.2 9 31 8.6 +2.1
USXF iShares ESG Advanced MSCI USA ETF 1.1 10 30 4.6 -2.0
TMFC Motley Fool 100 Index ETF 1.1 50 -10 3.4 -3.1
SYLD Cambria Shareholder Yield ETF 1.1 59 -19 12.0 +5.5
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.1 40 0 7.3 +0.7
ARB AltShares Merger Arbitrage ETF 1.1 77 -37 4.2 -2.3
GVIP Goldman Sachs Hedge Industry VIP ETF 1.1 45 -5 3.1 -3.4
AESR Anfield U.S. Equity Sector Rotation ETF 1.1 108 -68 3.0 -3.6
WCEO Hypatia Women CEO ETF 1.1 85 -45 3.8 -2.7
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.1 56 -16 10.9 +4.3
FTC First Trust Large Cap Growth AlphaDEX Fund 1.1 59 -19 2.7 -3.8
FDG American Century Focused Dynamic Growth ETF 1.1 45 -5 1.9 -4.7
QGRO American Century U.S. Quality Growth ETF 1.1 29 11 3.5 -3.0
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 1.0 39 1 3.7 -2.9
MILN Global X Millennial Consumer ETF 1.0 50 -10 3.8 -2.8
FFOX FundX Future Fund Opportunities ETF 1.0 100 -60 4.2 -2.3
ISCG iShares Morningstar Small-Cap Growth ETF 1.0 6 34 2.8 -3.7
AVUQ Avantis U.S. Quality ETF 1.0 15 25 4.3 -2.2
GLRY Inspire Faithward Mid Cap Momentum ETF 1.0 80 -40 5.8 -0.7
SMAP Amplify Small-Mid Cap Equity ETF 1.0 60 -20 5.5 -1.0
CALF Pacer US Small Cap Cash Cows 100 ETF 1.0 59 -19 10.9 +4.3
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.0 55 -15 10.2 +3.6
LCLG Logan Capital Broad Innovative Growth ETF 1.0 99 -59 3.8 -2.7
LGRO Level Four Large Cap Growth Active ETF 1.0 55 -15 3.6 -2.9
GLBL Pacer MSCI World Industry Advantage ETF 0.9 65 -25 4.0 -2.5
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.9 35 5 5.4 -1.2
GRPM Invesco S&P MidCap 400 GARP ETF 0.9 35 5 7.7 +1.2
STXK Strive Small-Cap ETF 0.9 18 22 5.8 -0.7
FEOE First Eagle Overseas Equity ETF 0.9 79 -39 7.7 +1.2
GURU Global X Guru Index ETF 0.9 75 -35 2.9 -3.6
IUSG iShares Core S&P U.S. Growth ETF 0.9 4 36 4.1 -2.4
SFYF SoFi Social 50 ETF 0.9 29 11 0.4 -6.2
BIBL Inspire 100 ETF 0.9 35 5 5.0 -1.6
AMID Argent Mid Cap ETF Argent Mid Cap ETF 0.8 52 -12 6.5 -0.1
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 0.8 65 -25 4.8 -1.8
HART IQ Healthy Hearts ETF 0.8 45 -5 6.8 +0.2
RDVY First Trust Rising Dividend Achievers ETF 0.8 50 -10 6.8 +0.2
JHSC John Hancock Multifactor Small Cap ETF 0.8 42 -2 6.6 +0.1
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.8 20 20 4.5 -2.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.8 65 -25 7.7 +1.2
IVW iShares S&P 500 Growth ETF 0.8 18 22 3.9 -2.6
SPYG SPDR Portfolio S&P 500 Growth ETF 0.8 4 36 4.1 -2.5
VOOG Vanguard S&P 500 Growth ETF 0.8 7 33 4.0 -2.5
CGGR Capital Group Growth ETF 0.7 39 1 3.1 -3.4
TMFM Motley Fool Mid-Cap Growth ETF 0.7 85 -45 2.8 -3.7
AVUV Avantis U.S. Small Cap Value ETF 0.7 25 15 9.9 +3.4
LRND IQ U.S. Large Cap R&D Leaders ETF 0.7 14 26 5.2 -1.3
FDWM Fidelity Women's Leadership ETF 0.7 59 -19 4.8 -1.8
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.7 60 -20 7.6 +1.1
SCHA Schwab U.S. Small-Cap ETF 0.7 4 36 5.8 -0.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.7 64 -24 2.2 -4.4
JGLO JPMorgan Global Select Equity ETF 0.7 33 7 4.9 -1.6
XLSR SPDR SSGA U.S. Sector Rotation ETF 0.6 70 -30 4.7 -1.8
EGUS iShares ESG Aware MSCI USA Growth ETF 0.6 18 22 3.9 -2.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.6 10 30 4.3 -2.3
DSMC Distillate Small/Mid Cash Flow ETF 0.6 55 -15 12.3 +5.7
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.6 35 5 7.8 +1.3
SCHG Schwab U.S. Large-Cap Growth ETF 0.6 4 36 3.9 -2.6
VOT Vanguard Mid-Cap Growth ETF 0.6 7 33 3.6 -2.9
FESM Fidelity Enhanced Small Cap ETF 0.6 28 12 7.0 +0.5
ETHO Etho Climate Leadership U.S. ETF 0.6 47 -7 5.2 -1.3
RNIN Bushido Capital US SMID Cap Equity ETF 0.6 70 -30 10.4 +3.9
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.5 10 30 4.2 -2.3
KOMP SPDR S&P Kensho New Economies Composite ETF 0.5 20 20 2.3 -4.2
BKSE BNY Mellon US Small Cap Core Equity ETF 0.5 4 36 5.8 -0.7
QGRW WisdomTree U.S. Quality Growth Fund 0.5 28 12 4.1 -2.4
INRO iShares U.S. Industry Rotation Active ETF 0.5 42 -2 4.2 -2.4
ISMD Inspire Small/Mid Cap ETF 0.5 54 -14 5.6 -1.0
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.5 35 5 9.5 +3.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.5 20 20 5.6 -1.0
PSC Principal U.S. Small-Cap ETF 0.5 38 2 6.8 +0.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.5 39 1 5.2 -1.3
BUZZ VanEck Social Sentiment ETF 0.5 75 -35 -0.4 -6.9
HGRO Hedgeye Quality Growth ETF 0.5 70 -30 3.4 -3.2
FPX First Trust US Equity Opportunities ETF 0.5 61 -21 0.9 -5.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.5 70 -30 2.7 -3.8
AFSM First Trust Active Factor Small Cap ETF 0.5 75 -35 7.7 +1.2
TPSC Timothy Plan US Small Cap Core ETF 0.5 52 -12 6.9 +0.4
BLCR iShares Large Cap Core Active ETF 0.5 36 4 3.6 -3.0
VEGN US Vegan Climate ETF 0.5 60 -20 4.3 -2.2
PINK Simplify Health Care ETF 0.5 50 -10 0.9 -5.6
FNDA Schwab Fundamental US Small Co. Index ETF 0.4 25 15 8.4 +1.8
ACTV LeaderShares Activist Leaders ETF 0.4 75 -35 5.5 -1.1
COWS Amplify Cash Flow Dividend Leaders ETF 0.4 0 40 12.0 +5.5
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.4 49 -9 11.5 +5.0
QVAL Alpha Architect US Quantitative Value ETF 0.4 39 1 9.7 +3.1
FBCG Fidelity Blue Chip Growth ETF 0.4 59 -19 2.8 -3.7
WRND IQ Global Equity R&D Leaders ETF 0.3 18 22 7.9 +1.4
BUL Pacer US Cash Cows Growth ETF 0.3 60 -20 6.7 +0.2
BRIF FIS Bright Portfolios Focused Equity ETF 0.3 65 -25 4.8 -1.8
MGK Vanguard Mega Cap Growth ETF 0.3 7 33 4.1 -2.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.3 29 11 8.2 +1.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.3 12 28 5.0 -1.5
SNPG Xtrackers S&P 500 Growth ESG ETF 0.3 15 25 4.5 -2.1
CCFE Concourse Capital Focused Equity ETF 0.3 95 -55 1.7 -4.9
FYT First Trust Small Cap Value AlphaDEX Fund 0.2 73 -33 10.8 +4.3
FYX First Trust Small Cap Core AlphaDEX Fund 0.2 61 -21 5.8 -0.7
GSFP Goldman Sachs Future Planet Equity ETF 0.2 75 -35 4.9 -1.7
MOTO SmartETFs Smart Transportation & Technology ETF 0.2 68 -28 7.0 +0.5
ERTH Invesco MSCI Sustainable Future ETF 0.2 62 -22 3.6 -3.0
PBD Invesco Global Clean Energy ETF 0.2 75 -35 -0.4 -6.9
EVX VanEck Environmental Services ETF 0.2 55 -15 2.3 -4.3
PRXG Praxis Impact Large Cap Growth ETF 0.2 36 4 3.6 -2.9
FELG Fidelity Enhanced Large Cap Growth ETF 0.2 18 22 4.6 -1.9
VUG Vanguard Growth ETF 0.2 4 36 4.0 -2.6
IJR iShares Core S&P Small Cap ETF 0.2 6 34 7.6 +1.1
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.2 3 37 7.6 +1.1
VIOO Vanguard S&P Small-Cap 600 ETF 0.2 7 33 7.5 +1.0
IJT iShares S&P Small-Cap 600 Growth ETF 0.2 18 22 5.5 -1.1
SLYG SPDR S&P 600 Small Cap Growth ETF 0.2 15 25 5.5 -1.0
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.2 10 30 5.6 -0.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.1 9 31 4.1 -2.4
BUYZ Franklin Disruptive Commerce ETF 0.1 50 -10 2.3 -4.2
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.1 35 5 4.1 -2.5
XJR iShares ESG Screened S&P Small-Cap ETF 0.1 12 28 7.4 +0.8
ESIX SPDR S&P SmallCap 600 ESG ETF 0.1 12 28 8.1 +1.5
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.1 35 5 9.4 +2.8
SURE AdvisorShares Insiders Advantage ETF 0.1 90 -50 9.7 +3.1
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.1 12 28 7.5 +1.0
EES WisdomTree U.S. SmallCap Fund 0.1 38 2 8.9 +2.4
AVSC Avantis U.S Small Cap Equity ETF 0.1 25 15 5.5 -1.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.1 39 1 9.6 +3.0
AZTD Aztlan Global Stock Selection DM SMID ETF 0.1 75 -35 7.8 +1.3
IJS iShares S&P Small-Cap 600 Value ETF 0.1 18 22 9.7 +3.1
SLYV SPDR S&P 600 Small Cap Value ETF 0.1 15 25 9.7 +3.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.1 10 30 9.7 +3.2
DES WisdomTree U.S. SmallCap Dividend Fund 0.0 38 2 9.5 +3.0
IETC iShares U.S. Tech Independence Focused ETF 0.0 18 22 3.7 -2.8

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:

OVERWEIGHT
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 24.4 %
Divided by: Fwd. P/BV 3.5 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 6.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.63 CATEGORY
AVERAGE		 1.59
 
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.