JPMorgan Equity Premium Income ETF
ALTAR
Score™
5.7% info Recommen-
dation
UNDERWEIGHT
2022E    2023E
P/E
ratio
18.5x P/Sales
ratio
2.6x
P/BV
ratio
3.6x Div.
yield
2.0%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
JEPI is an actively-managed fund that invests in large-cap US stocks and equity-linked notes (ELNs). It seeks to provide similar returns as the S&P 500 Index with lower volatility and monthly income.

FUND BASICS
Category US Equities
Fund Sponsor JPMorgan Chase
Website am.jpmorgan.com
Inception date May 20, 2020
Assets (mns) $10,133
Currency USD
Expense ratio 35 bp
Distributions Monthly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting Proprietary
Index replication
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 103
Wgt avg mkt cap (mns) $183,008
Large cap (>$10bn) 99.5%
Mid cap ($2-10bn) 0.0%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
BRISTOL-MYERS SQUIBB CO 1.7 %
PROGRESSIVE CORP 1.7 %
ABBVIE INC 1.5 %
HERSHEY CO/THE 1.5 %
COCA-COLA CO/THE 1.5 %
UNITEDHEALTH GROUP INC 1.5 %
ELI LILLY & CO 1.4 %
LINDE PLC 1.4 %
PEPSICO INC 1.4 %
MICROSOFT CORP 1.4 %
Total 15.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 76.9 %
IRELAND 4.2 %
BRITAIN 1.3 %
CANADA 0.8 %







HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-8.6% -0.6% -- -- 2.3%

Market Correlations
versus... Beta R-squared
S&P500 0.63 87%
MSCI EAFE 0.69 76%
MSCI Emg. Mkts. 0.60 36%

Technical Indicators
Recent close $55.45
30d moving avg. $56.10
Annualized volatility 11.3%
Short interest (ETF) 0.1%
Relative strength (RSI) 45

Liquidity measures
Avg. volume (thou.) 2,421
Turnover 1.3%
Bid/Ask (% of price) 0.06%
ADV underlying (mns) $83,453

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 955 potential alternatives to the JPMorgan Equity Premium Income ETF ETF based on the alternatives' overlap in portfolio holdings with JEPI. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: JEPI Expense: 35 bp ALTAR Score™: 5.7%


ALTERNATIVE ETFs BASED ON OVERLAP WITH JEPI
Ticker Fund
Name
Overlap1
vs JEPI
(%)
Expense
ratio
(bp)
Savings
vs JEPI
(bp)
ALTAR
Score™
(%)
ALTAR
vs JEPI
(%)
FLLV Franklin Liberty U.S. Low Volatility ETF 41.4 29 6 6.3 +0.5
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 41.2 17 18 6.7 +0.9
EQWL Invesco Russell Top 200 Equal Weight ETF 37.1 25 10 7.6 +1.8
QUS SPDR MSCI USA StrategicFactors ETF 36.9 15 20 6.8 +1.1
MGC Vanguard Mega Cap Index Fund 36.3 7 28 6.3 +0.6
PFM Invesco Dividend Achievers ETF 36.2 53 -18 6.6 +0.8
IWL iShares Russell Top 200 ETF 36.0 15 20 6.3 +0.6
BKLC BNY Mellon US Large Cap Core Equity ETF 35.6 0 35 6.4 +0.6
USMV iShares Edge MSCI Min Vol USA ETF 35.2 15 20 6.0 +0.3
VOOV Vanguard S&P 500 Value ETF 35.2 10 25 7.2 +1.5
IVE iShares S&P 500 Value ETF 35.1 18 17 7.2 +1.4
SPXT ProShares S&P 500 Ex-Technology ETF 35.1 27 8 6.6 +0.8
XYLD Global X S&P 500 Covered Call ETF 35.1 60 -25 5.6 -0.1
SPYV SPDR Portfolio S&P 500 Value ETF 35.0 4 31 7.3 +1.6
FDLO Fidelity Low Volatility Factor ETF 34.8 29 6 5.8 +0.0
XRMI Global X S&P 500 Risk Managed Income ETF 34.8 60 -25 5.6 -0.1
XYLG Global X S&P 500 Covered Call & Growth ETF 34.7 60 -25 5.8 +0.0
ILCV iShares Morningstar Value ETF 34.6 4 31 7.7 +2.0
SPY SPDR S&P 500 ETF Trust 34.3 9 26 6.4 +0.7
IVV iShares Core S&P 500 ETF 34.3 3 32 6.5 +0.8
PBP Invesco S&P 500 BuyWrite ETF 34.3 49 -14 5.7 -0.1
SPLG SPDR Portfolio S&P 500 ETF 34.2 3 32 6.5 +0.8
VOO VANGUARD S&P 500 ETF 34.2 3 32 6.5 +0.8
OEF iShares S&P 100 ETF 34.1 20 15 6.2 +0.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 34.1 15 20 6.5 +0.8
XCLR Global X S&P 500 Collar 95-110 ETF 34.0 60 -25 5.4 -0.3
XVOL Acruence Active Hedge U.S. Equity ETF 34.0 83 -48 5.7 -0.0
XTR Global X S&P 500 Tail Risk ETF 33.9 60 -25 5.7 -0.0
SPXN ProShares S&P 500 Ex-Financials ETF 33.9 27 8 6.1 +0.4
IUSV iShares Core S&P U.S. Value ETF 33.8 4 31 7.4 +1.6
QVML Invesco S&P 500 QVM Multi-factor ETF 33.7 11 24 6.8 +1.1
VOTE Engine No. 1 Transform 500 ETF 33.7 5 30 6.3 +0.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 33.7 7 28 6.3 +0.6
VV Vanguard Large-Cap Index Fund 33.6 4 31 6.3 +0.6
SPXE ProShares S&P 500 Ex-Energy ETF 33.5 27 8 6.4 +0.6
VIG Vanguard Dividend Appreciation Index Fund 33.5 6 29 6.7 +1.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 33.4 30 5 7.4 +1.7
DGRO iShares Core Dividend Growth ETF 33.4 8 27 7.8 +2.0
PBUS Invesco PureBeta MSCI USA ETF 33.2 4 31 6.4 +0.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 33.2 20 15 6.4 +0.6
DIVB iShares U.S. Dividend & Buyback ETF 33.1 25 10 8.0 +2.2
ACVF American Conservative Values ETF 33.0 75 -40 5.6 -0.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 33.0 2 33 6.4 +0.7
GSPY Gotham Enhanced 500 ETF 32.9 50 -15 6.8 +1.0
FLQL Franklin LibertyQ U.S. Equity ETF 32.7 15 20 7.7 +2.0
SCHV Schwab U.S. Large-Cap Value ETF 32.7 4 31 7.7 +2.0
IUS Invesco Strategic US ETF 32.6 19 16 7.5 +1.8
MGV Vanguard Mega Cap Value ETF 32.6 7 28 7.9 +2.1
SCHX Schwab U.S. Large-Cap ETF 32.6 3 32 6.4 +0.6
MMTM SPDR S&P 1500 Momentum Tilt ETF 32.5 12 23 6.0 +0.3
ILCB iShares Morningstar U.S. Equity ETF 32.5 3 32 6.4 +0.6
JAVA JPMorgan Active Value ETF 32.4 44 -9 7.1 +1.4
VDNI V-Shares US Leadership Diversity ETF 32.2 29 6 6.7 +1.0
LGLV SPDR Russell 1000 Low Volatility ETF 32.2 12 23 5.7 -0.0
SPTM SPDR Portfolio Total Stock Market ETF 32.1 3 32 6.6 +0.9
VTV Vanguard Value Index Fund 32.0 4 31 7.9 +2.2
SCHK Schwab 1000 Index ETF 31.8 5 30 6.4 +0.6
WOMN Impact Shares YWCA Women's Empowerment ETF 31.7 75 -40 6.5 +0.8
EPS WisdomTree U.S. Earnings 500 Fund 31.7 8 27 8.0 +2.3
DLN WisdomTree U.S. LargeCap Dividend Fund 31.7 28 7 7.2 +1.5
IWB iShares Russell 1000 ETF 31.7 15 20 6.3 +0.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 31.7 15 20 6.3 +0.5
DFUS Dimensional U.S. Equity ETF 31.6 11 24 6.5 +0.7
VONE Vanguard Russell 1000 ETF 31.6 8 27 6.4 +0.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 31.6 20 15 6.3 +0.6
IYY iShares Dow Jones U.S. ETF 31.6 20 15 6.2 +0.5
JQUA JPMorgan U.S. Quality Factor ETF 31.6 12 23 7.0 +1.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 31.5 9 26 6.8 +1.1
IWX iShares Russell Top 200 Value ETF 31.5 20 15 7.6 +1.8
SPLV Invesco S&P 500 Low Volatility ETF 31.2 25 10 5.9 +0.1
ALTL Pacer Lunt Large Cap Alternator ETF 31.2 60 -25 5.5 -0.2
SUSL iShares ESG MSCI USA Leaders ETF 31.0 10 25 6.4 +0.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 31.0 14 21 6.4 +0.7
EFIV SPDR S&P 500 ESG ETF 31.0 10 25 6.6 +0.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 31.0 10 25 6.4 +0.7
SNPE Xtrackers S&P 500 ESG ETF 30.9 10 25 6.6 +0.9
IQSU IQ Candriam ESG US Equity ETF 30.9 9 26 6.4 +0.6
XVV iShares ESG Screened S&P 500 ETF 30.6 8 27 6.5 +0.8
XLG Invesco S&P 500 Top 50 ETF 30.5 20 15 5.8 +0.1
VTI Vanguard Total Stock Market Index Fund 30.4 3 32 5.9 +0.1
SCHB Schwab U.S. Broad Market ETF 30.4 3 32 6.3 +0.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 30.3 3 32 6.2 +0.4
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 30.3 15 20 6.3 +0.5
IWV iShares Russell 3000 ETF 30.2 20 15 6.1 +0.4
VTHR Vanguard Russell 3000 Index Fund 30.2 10 25 6.1 +0.3
SPXV ProShares S&P 500 Ex-Health Care ETF 30.0 27 8 6.2 +0.5
OUSA O'Shares FTSE US Quality Dividend ETF 30.0 48 -13 7.3 +1.6
JHML John Hancock Multifactor Large Cap ETF 29.9 29 6 6.8 +1.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 29.9 18 17 6.3 +0.6
DFAU Dimensional US Core Equity Market ETF 29.9 12 23 6.7 +1.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 29.9 19 16 7.2 +1.5
FQAL Fidelity Quality Factor ETF 29.8 29 6 7.3 +1.6
LRGF iShares Edge MSCI Multifactor USA ETF 29.8 20 15 9.0 +3.2
DTD WisdomTree U.S.Total Dividend Fund 29.8 28 7 7.5 +1.8
ESGU iShares MSCI USA ESG Optimized ETF 29.8 15 20 6.3 +0.6
RBUS Nationwide Risk-Based U.S. Equity ETF 29.7 30 5 6.0 +0.3
FNDX Schwab Fundamental U.S. Large Co. Index ETF 29.6 25 10 7.9 +2.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 29.5 25 10 6.0 +0.2
FDMO Fidelity Momentum Factor ETF 29.5 29 6 4.9 -0.9
PRF Invesco FTSE RAFI US 1000 ETF 29.3 39 -4 7.9 +2.2
HEET Hartford Schroders ESG US Equity ETF 29.3 39 -4 7.2 +1.5
VYM Vanguard High Dividend Yield Index ETF 29.3 6 29 8.2 +2.5
IWD iShares Russell 1000 Value ETF 29.3 19 16 7.6 +1.8
VONV Vanguard Russell 1000 Value Index Fund 29.3 8 27 7.7 +2.0
ROUS Hartford Multifactor US Equity ETF 29.1 19 16 7.9 +2.1
JMIN JPMorgan U.S. Minimum Volatility ETF 29.1 12 23 6.3 +0.5
NACP Impact Shares NAACP Minority Empowerment ETF 29.0 49 -14 6.4 +0.7
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 29.0 12 23 6.8 +1.1
VSLU Applied Finance Valuation Large Cap ETF 28.9 49 -14 8.0 +2.2
DSI iShares MSCI KLD 400 Social ETF 28.9 25 10 6.4 +0.6
SFY SoFi Select 500 ETF 28.7 0 35 6.4 +0.6
FTHI First Trust High Income ETF 28.7 85 -50 4.3 -1.4
ESG FlexShares STOXX US ESG Impact Index Fund 28.6 32 3 6.4 +0.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 28.4 30 5 7.7 +2.0
DGRW WisdomTree U.S. Quality Dividend Growth Fund 28.3 28 7 7.4 +1.6
FNDB Schwab Fundamental U.S. Broad Market Index ETF 28.2 25 10 7.8 +2.0
QLV FlexShares US Quality Low Volatility Index Fund 28.0 22 13 5.8 +0.1
RWL Invesco S&P 500 Revenue ETF 27.9 39 -4 7.5 +1.7
PSET Principal Price Setters Index ETF 27.8 15 20 7.2 +1.5
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 27.7 20 15 7.1 +1.3
VLU SPDR S&P 1500 Value Tilt ETF 27.7 12 23 8.6 +2.8
SPMV Invesco S&P 500 Minimum Variance ETF 27.3 10 25 5.9 +0.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 27.3 70 -35 5.8 +0.1
DEF Invesco Defensive Equity ETF 27.3 53 -18 6.4 +0.6
LSLT Salt Low truBeta US Market ETF 27.1 60 -25 0.0 -5.7
FTC First Trust Large Cap Growth AlphaDEX Fund 26.9 60 -25 5.8 +0.1
ADME Aptus Drawdown Managed Equity ETF 26.7 79 -44 5.3 -0.5
CATH Global X S&P 500 Catholic Values Custom ETF 26.6 29 6 6.2 +0.5
TTAC TrimTabs US Free Cash Flow Quality ETF 26.5 59 -24 7.3 +1.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 26.4 25 10 7.0 +1.2
ESGV Vanguard ESG U.S. Stock ETF 26.2 9 26 6.4 +0.7
QWLD SPDR MSCI World StrategicFactors ETF 26.2 30 5 6.7 +1.0
AFLG First Trust Active Factor Large Cap ETF 26.1 55 -20 7.9 +2.1
RECS Columbia Research Enhanced Core ETF 26.1 15 20 7.6 +1.9
AUSF Global X Adaptive U.S. Factor ETF 26.0 27 8 6.3 +0.5
AVUS Avantis U.S. Equity ETF 25.9 15 20 7.5 +1.8
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 25.9 25 10 6.9 +1.2
TOK iShares MSCI Kokusai ETF 25.8 25 10 6.5 +0.8
KOKU Xtrackers MSCI Kokusai Equity ETF 25.7 9 26 6.6 +0.9
JMOM JPMorgan U.S. Momentum Factor ETF 25.7 12 23 6.4 +0.7
ACIO Aptus Collared Income Opportunity ETF 25.7 79 -44 5.5 -0.2
LVOL American Century Low Volatility ETF 25.7 29 6 6.3 +0.5
DFAC Dimensional U.S. Core Equity 2 ETF 25.5 19 16 7.3 +1.5
DUHP Dimensional US High Profitability ETF 25.4 22 13 8.6 +2.9
FDRR Fidelity Dividend ETF for Rising Rates 25.3 29 6 8.3 +2.5
KRMA Global X Conscious Companies ETF 25.2 43 -8 6.7 +1.0
LGBT LGBTQ + ESG100 ETF 25.2 75 -40 0.0 -5.7
MTUM iShares MSCI USA Momentum Factor ETF 25.2 15 20 5.9 +0.1
FTCS First Trust Capital Strength ETF 25.1 56 -21 7.0 +1.2
URTH iShares MSCI World ETF 24.5 24 11 6.5 +0.8
QLC FlexShares US Quality Large Cap Index Fund 24.5 32 3 7.2 +1.5
FLRG Fidelity U.S. Multifactor ETF 24.4 29 6 8.3 +2.6
XOUT GraniteShares XOUT U.S. Large Cap ETF 24.4 60 -25 5.8 +0.1
ZECP Zacks Earnings Consistent Portfolio ETF 24.4 55 -20 6.3 +0.6
RESP WisdomTree US ESG Fund of Benef Interest 24.3 28 7 7.9 +2.2
USXF iShares ESG Advanced MSCI USA ETF 24.3 10 25 6.3 +0.6
QDEF FlexShares Quality Dividend Defensive Index Fund 24.1 37 -2 7.3 +1.6
HKND Humankind US Stock ETF 24.0 11 24 7.8 +2.1
VFMV Vanguard U.S. Minimum Volatility ETF 24.0 13 22 6.2 +0.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 23.9 49 -14 5.7 -0.0
FVAL Fidelity Value Factor ETF 23.9 29 6 9.9 +4.2
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 23.8 35 0 7.0 +1.2
CFA VictoryShares US 500 Volatility Weighted Index ETF 23.8 35 0 7.0 +1.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 23.7 10 25 5.9 +0.2
SIXA 6 Meridian Mega Cap Equity ETF 23.7 86 -51 8.0 +2.3
NZUS SPDR MSCI USA Climate Paris Aligned ETF 23.6 10 25 6.0 +0.3
GBLO Global Beta Low Beta ETF 23.5 29 6 8.0 +2.2
SPQQ Siren Large Cap Blend Index ETF 23.5 20 15 0.0 -5.7
RFFC RiverFront Dynamic US Flex-Cap ETF 23.5 52 -17 6.1 +0.3
SIXH 6 Meridian Hedged Equity-Index Option Strategy ETF 23.4 87 -52 7.7 +1.9
NULC Nuveen ESG Large-Cap ETF 23.2 20 15 6.6 +0.8
KLCD KFA Large Cap Quality Dividend Index ETF 23.1 42 -7 6.7 +0.9
RAFE PIMCO RAFI ESG U.S. ETF 22.9 30 5 8.8 +3.1
EQUL IQ Engender Equality ETF 22.9 45 -10 8.0 +2.3
IVLC Invesco US Large Cap Core ESG ETF 22.6 48 -13 6.2 +0.5
IWY iShares Russell Top 200 Growth ETF 22.6 20 15 6.2 +0.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 22.6 65 -30 7.4 +1.6
QDIV Global X S&P 500 Quality Dividend ETF 22.5 20 15 8.9 +3.2
FEX First Trust Large Cap Core AlphaDEX Fund 22.3 59 -24 8.4 +2.7
ACWV iShares MSCI Global Min Vol Factor ETF 22.2 20 15 6.0 +0.3
VEGN US Vegan Climate ETF 22.1 60 -25 6.1 +0.3
YLDE ClearBridge Dividend Strategy ESG ETF 22.0 60 -25 6.3 +0.5
MXDU Nationwide Maximum Diversification US Core Equity ETF 22.0 34 1 5.7 -0.1
CLRG IQ Chaikin U.S. Large Cap ETF 21.9 25 10 6.6 +0.9
ACWI iShares MSCI ACWI ETF 21.9 32 3 6.7 +0.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 21.9 75 -40 7.4 +1.7
SSPY Syntax Stratified LargeCap ETF 21.7 30 5 7.0 +1.2
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 21.6 35 0 8.3 +2.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 21.6 35 0 8.2 +2.5
QDF FlexShares Quality Dividend Index Fund 21.5 37 -2 7.8 +2.1
NOBL ProShares S&P 500 Dividend Aristocrats ETF 21.5 35 0 6.5 +0.8
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 21.5 75 -40 6.1 +0.3
FVD First Trust Value Line Dividend Index Fund 21.5 70 -35 6.2 +0.5
VONG Vanguard Russell 1000 Growth Index Fund 21.3 8 27 6.0 +0.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 21.3 18 17 8.2 +2.5
IWF iShares Russell 1000 Growth ETF 21.3 19 16 5.9 +0.1
MOTE VanEck Morningstar ESG Moat ETF 21.3 49 -14 6.4 +0.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 21.3 60 -25 8.1 +2.3
SPMO Invesco S&P 500 Momentum ETF 21.2 13 22 6.3 +0.6
VOOG Vanguard S&P 500 Growth ETF 21.2 10 25 6.1 +0.3
IVW iShares S&P 500 Growth ETF 21.2 18 17 6.0 +0.3
SPYG SPDR Portfolio S&P 500 Growth ETF 21.2 4 31 6.1 +0.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 21.0 9 26 6.6 +0.8
BTHM BlackRock Future U.S. Themes ETF 21.0 60 -25 6.7 +0.9
IUSA Amberwave Invest USA JSG Fund 21.0 67 -32 6.8 +1.0
QUAL iShares MSCI Usa Quality Factor ETF 21.0 15 20 6.7 +1.0
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 20.8 49 -14 6.9 +1.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 20.8 20 15 6.7 +1.0
SUSA iShares MSCI USA ESG Select ETF 20.6 25 10 6.3 +0.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 20.6 20 15 8.0 +2.2
JOET Virtus Terranova US Quality Momentum ETF 20.5 29 6 6.9 +1.2
RNLC Large Cap US Equity Select ETF 20.5 60 -25 7.5 +1.8
RSP Invesco S&P 500 Equal Weight ETF 20.4 20 15 6.9 +1.1
IUSG iShares Core S&P US Growth ETF 20.3 4 31 6.2 +0.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 20.2 9 26 6.8 +1.0
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 20.1 60 -25 6.5 +0.7
VUG Vanguard Growth Index Fund 20.0 4 31 5.3 -0.5
VSDA VictoryShares Dividend Accelerator ETF 20.0 35 0 7.0 +1.2
JDIV JPMorgan U.S. Dividend ETF 20.0 12 23 8.6 +2.8
MGK Vanguard Mega Cap Growth ETF 19.9 7 28 5.5 -0.2
DEIF Sterling Capital Diverse Multi-Manager Active ETF 19.9 65 -30 7.0 +1.3
NUDV Nuveen ESG Dividend ETF 19.9 25 10 7.9 +2.1
HDV iShares Core High Dividend ETF 19.8 8 27 8.0 +2.2
VT Vanguard Total World Stock ETF 19.7 8 27 6.8 +1.1
REVS Columbia Research Enhanced Value ETF 19.5 19 16 8.9 +3.2
FSST Fidelity Sustainability U.S. Equity ETF 19.5 59 -24 6.3 +0.6
PWB Invesco Dynamic Large Cap Growth ETF 19.2 56 -21 5.0 -0.7
MBOX Freedom Day Dividend ETF 19.1 39 -4 8.6 +2.8
VFMO Vanguard U.S. Momentum Factor ETF 19.1 13 22 6.0 +0.3
DURA VanEck Morningstar Durable Dividend ETF 19.1 29 6 7.7 +2.0
FUNL CornerCap Fundametrics Large-Cap ETF 19.1 50 -15 8.7 +3.0
BKUS BNY Mellon Sustainable US Equity ETF 19.0 60 -25 5.5 -0.2
AVLV Avantis U.S. Large Cap Value ETF 19.0 15 20 9.4 +3.7
CGUS Capital Group Core Equity ETF 18.9 33 2 6.5 +0.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 18.9 12 23 6.3 +0.5
STLV iShares Factors US Value Style ETF 18.7 25 10 9.7 +3.9
ESGG FlexShares STOXX Global ESG Impact Index Fund 18.7 42 -7 6.5 +0.8
HLGE Hartford Longevity Economy ETF 18.5 44 -9 8.8 +3.0
JVAL JPMorgan U.S. Value Factor ETF 18.5 12 23 9.6 +3.9
CCOR Core Alternative ETF 18.4 109 -74 5.0 -0.8
DGT SPDR Global Dow ETF 18.4 50 -15 8.5 +2.7
HLAL Wahed FTSE USA Shariah ETF 18.3 50 -15 5.9 +0.1
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 18.3 15 20 8.7 +2.9
RNDV US Equity Dividend Select ETF 18.0 50 -15 9.0 +3.3
IOO iShares Global 100 ETF 18.0 40 -5 6.3 +0.6
FBCV Fidelity Blue Chip Value ETF 17.9 59 -24 7.4 +1.6
FDWM Fidelity Women's Leadership ETF 17.8 59 -24 6.5 +0.7
DFUV Dimensional US Marketwide Value ETF 17.7 0 35 0.0 -5.7
NULV Nuveen ESG Large-Cap Value ETF 17.6 25 10 8.0 +2.2
FDVV Fidelity Core Dividend ETF 17.5 29 6 7.9 +2.2
USMF WisdomTree U.S. Multifactor Fund 17.5 28 7 9.3 +3.6
ILCG iShares Morningstar Growth ETF 17.4 4 31 4.9 -0.9
KVLE KFA Value Liner Dynamic Core Equity Index ETF 17.2 56 -21 6.8 +1.1
ECOZ TrueMark ESG Active Opportunities ETF 17.1 58 -23 5.3 -0.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 16.9 15 20 8.3 +2.6
LRND IQ U.S. Large Cap R&D Leaders ETF 16.8 14 21 8.0 +2.2
EUSA iShares MSCI USA Equal Weighted ETF 16.8 9 26 6.6 +0.8
SDY SPDR S&P Dividend ETF 16.7 35 0 6.9 +1.1
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 16.5 60 -25 5.1 -0.7
PZLD Puzzle Divdend Leaders 16.5 10 25 7.1 +1.4
RAYD Rayliant Quantitative Developed Market Equity ETF 16.4 80 -45 9.6 +3.9
AVDG AVDR US LargeCap ESG ETF 16.4 60 -25 6.1 +0.4
FCPI Fidelity Stocks for Inflation ETF 16.3 29 6 10.1 +4.4
AQGX AI Quality Growth ETF 16.2 97 -62 5.3 -0.5
VFMF Vanguard U.S. Multifactor ETF 16.2 19 16 10.3 +4.6
QDYN FlexShares Quality Dividend Dynamic Index Fund 16.2 37 -2 8.6 +2.9
SIZE iShares MSCI USA Size Factor ETF 16.1 15 20 6.8 +1.1
MBCC Monarch Blue Chips Core ETF 16.0 125 -90 4.1 -1.7
WKLY SoFi Weekly Dividend ETF 15.9 49 -14 8.3 +2.5
FMIL Fidelity New Millennium ETF 15.9 59 -24 7.3 +1.6
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 15.8 20 15 9.6 +3.8
SCHG Schwab U.S. Large-Cap Growth ETF 15.7 4 31 5.0 -0.8
RFDA RiverFront Dynamic US Dividend Advantage ETF 15.7 52 -17 8.8 +3.0
IYJ iShares U.S. Industrials ETF 15.7 42 -7 6.6 +0.9
MAGA Point Bridge GOP Stock Tracker ETF 15.6 72 -37 6.2 +0.5
STLG iShares Factors US Growth Style ETF 15.5 25 10 8.7 +2.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 15.5 35 0 6.1 +0.4
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 15.5 35 0 8.4 +2.6
PDP Invesco DWA Momentum ETF 15.4 62 -27 5.7 -0.0
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 15.2 29 6 8.5 +2.7
EDOW First Trust Dow 30 Equal Weight ETF 15.2 50 -15 7.5 +1.7
AILV Alpha Intelligent - Large Cap Value ETF 15.1 85 -50 6.5 +0.8
DJIA Global X Dow 30 Covered Call ETF 15.0 60 -25 6.5 +0.8
TMFC Motley Fool 100 Index ETF 15.0 50 -15 5.0 -0.8
DIA SPDR Dow Jones Industrial Average ETF Trust 15.0 16 19 7.1 +1.3
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 14.9 58 -23 5.9 +0.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 14.9 63 -28 5.1 -0.6
PEXL Pacer US Export Leaders ETF 14.8 60 -25 7.0 +1.3
FTA First Trust Large Cap Value AlphaDEX Fund 14.7 60 -25 10.8 +5.0
TMDV ProShares Russell US Dividend Growers ETF 14.7 36 -1 6.3 +0.6
DJD Invesco Dow Jones Industrial Average Dividend ETF 14.7 7 28 9.6 +3.8
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 14.7 17 18 8.2 +2.4
SDEP SFP Core Equity Strategy 14.6 0 35 7.2 +1.5
QYLD Global X NASDAQ 100 Covered Call ETF 14.6 60 -25 5.3 -0.5
QRMI Global X NASDAQ 100 Risk Managed Income ETF 14.5 60 -25 5.3 -0.5
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 14.4 60 -25 5.4 -0.3
NUSI Nationwide Risk-Managed Income ETF 14.4 68 -33 5.9 +0.2
DVY iShares Select Dividend ETF 14.4 39 -4 9.2 +3.4
QQQM Invesco NASDAQ 100 ETF 14.4 15 20 6.2 +0.4
QQQ Invesco QQQ Trust 14.4 20 15 6.0 +0.3
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 14.3 35 0 7.5 +1.8
QCLR Global X NASDAQ 100 Collar 95-110 ETF 14.3 60 -25 5.0 -0.7
QTR Global X NASDAQ 100 Tail Risk ETF 14.3 60 -25 5.2 -0.5
TPLC Timothy Plan US Large Cap Core ETF 14.3 52 -17 6.4 +0.7
LVHD Legg Mason Low Volatility High Dividend ETF 14.3 27 8 7.8 +2.1
CACG ClearBridge All Cap Growth ETF 14.2 53 -18 4.6 -1.2
LEAD Siren DIVCON Leaders Dividend ETF 14.1 43 -8 8.5 +2.8
SPHQ Invesco S&P 500 Quality ETF 14.1 15 20 7.6 +1.8
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 14.0 75 -40 7.6 +1.9
MMLG First Trust Multi-Manager Large Growth ETF 14.0 85 -50 2.9 -2.9
CGGR Capital Group Growth ETF 13.9 39 -4 5.1 -0.7
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 13.9 50 -15 3.5 -2.3
DHS WisdomTree U.S. High Dividend Fund 13.8 38 -3 8.3 +2.6
DSTL Distillate US Fundamental Stability & Value ETF 13.8 39 -4 7.7 +1.9
CGDV Capital Group Dividend Value ETF 13.6 33 2 6.7 +0.9
SXQG 6 Meridian Quality Growth ETF 13.6 100 -65 5.7 -0.1
NULG Nuveen ESG Large-Cap Growth ETF 13.5 25 10 5.2 -0.6
FLV American Century Focused Large Cap Value ETF 13.4 42 -7 7.4 +1.6
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 13.4 69 -34 6.9 +1.2
QQMG Invesco ESG NASDAQ 100 ETF 13.4 20 15 6.3 +0.6
SPGP Invesco S&P 500 GARP ETF 13.2 36 -1 8.7 +3.0
WRND IQ Global Equity R&D Leaders ETF 13.2 18 17 8.2 +2.4
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 13.2 60 -25 5.9 +0.1
DFND Siren DIVCON Dividend Defender ETF 13.2 150 -115 6.7 +0.9
DEW WisdomTree Global High Dividend Fund 13.1 58 -23 8.9 +3.2
DIVO Amplify YieldShares CWP Dividend & Option Income ETF 13.0 55 -20 6.4 +0.7
SHE SPDR SSGA Gender Diversity Index ETF 13.0 20 15 6.2 +0.5
SIXL 6 Meridian Low Beta Equity Strategy ETF 13.0 88 -53 6.1 +0.4
IEFN iShares Evolved U.S. Financials ETF 13.0 18 17 9.7 +3.9
ONEV SPDR Russell 1000 Low Volatility Focus ETF 12.9 20 15 7.7 +1.9
JOYY Infusive Compounding Global Equities ETF 12.8 51 -16 4.1 -1.6
SAMT Strategas Macro Thematic Opportunities ETF 12.7 65 -30 3.7 -2.1
ANEW ProShares MSCI Transformational Changes ETF 12.7 45 -10 4.3 -1.4
JHMI John Hancock Multifactor Industrials ETF 12.6 40 -5 7.5 +1.8
EQAL Invesco Russell 1000 Equal Weight ETF 12.6 20 15 6.9 +1.1
WTV WisdomTree US Value Fund 12.6 12 23 9.9 +4.2
XLV Health Care Select Sector SPDR Fund 12.6 10 25 7.9 +2.2
RYH Invesco S&P 500 Equal Weight Health Care ETF 12.6 40 -5 7.4 +1.6
JHMH John Hancock Multifactor Healthcare ETF 12.6 40 -5 7.1 +1.4
IYH iShares U.S. Healthcare ETF 12.6 43 -8 6.9 +1.2
IXJ iShares Global Healthcare ETF 12.6 43 -8 6.9 +1.2
VHT Vanguard Health Care Index Fund 12.6 10 25 6.3 +0.6
FHLC Fidelity MSCI Health Care Index ETF 12.6 8 27 6.3 +0.5
FXH First Trust Health Care AlphaDEX Fund 12.4 61 -26 7.5 +1.7
PWV Invesco Dynamic Large Cap Value ETF 12.4 58 -23 8.1 +2.4
DBLV AdvisorShares DoubleLine Value Equity ETF 12.4 91 -56 6.9 +1.2
GFGF Guru Favorite Stocks ETF 12.3 65 -30 7.0 +1.2
FLDZ RiverNorth Volition America Patriot ETF 12.2 70 -35 6.2 +0.4
VFQY Vanguard U.S. Quality Factor ETF 12.2 13 22 8.8 +3.0
TMFE Motley Fool Capital Efficiency 100 Index ETF 12.1 50 -15 6.2 +0.4
PZLG Puzzle Mature Growth 12.0 10 25 4.9 -0.8
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 11.9 60 -25 2.9 -2.8
ITAN Sparkline Intangible Value ETF 11.9 50 -15 7.7 +2.0
TPHE Timothy Plan High Dividend Stock Enhanced ETF 11.9 52 -17 6.4 +0.7
TPHD Timothy Plan High Dividend Stock ETF 11.9 52 -17 6.7 +1.0
IETC iShares Evolved U.S. Technology ETF 11.9 18 17 5.7 -0.0
MOAT VanEck Morningstar Wide Moat ETF 11.9 47 -12 7.0 +1.2
QGRO American Century STOXX U.S. Quality Growth ETF 11.8 29 6 8.5 +2.7
DIVZ TrueShares Low Volatility Equity Income ETF 11.8 65 -30 8.1 +2.4
RPG Invesco S&P 500 Pure Growth ETF 11.8 35 0 7.5 +1.8
JHMF John Hancock Multifactor Financials ETF 11.7 40 -5 9.1 +3.4
RHS Invesco S&P 500 Equal Weight Consumer Staples ETF 11.7 40 -5 6.0 +0.3
XLP Consumer Staples Select Sector SPDR Fund 11.7 10 25 5.6 -0.2
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 11.6 30 5 8.1 +2.4
DIVS SmartETFs Dividend Builder ETF 11.6 65 -30 6.2 +0.5
VDC Vanguard Consumer Staples Index Fund 11.6 10 25 5.7 -0.1
FSTA Fidelity MSCI Consumer Staples Index ETF 11.6 8 27 5.7 -0.1
SPYD SPDR S&P 500 High Dividend ETF 11.5 7 28 8.8 +3.1
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 11.4 21 14 4.3 -1.4
IGM iShares Expanded Tech Sector ETF 11.4 43 -8 5.9 +0.1
WGRO WisdomTree U.S. Growth & Momentum Fund 11.2 55 -20 7.8 +2.1
ONEO SPDR Russell 1000 Momentum Focus ETF 11.2 20 15 8.8 +3.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 11.2 15 20 8.1 +2.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 11.2 38 -3 7.2 +1.4
MKEM Meakem Value and Inflation Screen 11.1 10 25 5.4 -0.3
KXI iShares Global Consumer Staples ETF 11.1 43 -8 5.3 -0.4
VNSE Natixis Vaughan Nelson Select ETF 11.0 80 -45 4.0 -1.7
SDGA Impact Shares Sustainable Development Goals Global ETF 11.0 75 -40 7.2 +1.5
ACSI American Customer Satisfaction Core Alpha ETF 11.0 66 -31 5.3 -0.5
UVDV UVA Dividend Value ETF 10.9 80 -45 7.3 +1.5
IECS iShares Evolved U.S. Consumer Staples ETF 10.9 18 17 5.7 -0.1
RGI Invesco S&P 500 Equal Weight Industrials ETF 10.8 40 -5 4.8 -1.0
XPND First Trust Expanded Technology ETF 10.8 65 -30 6.3 +0.6
JHMS John Hancock Multifactor Consumer Staples ETF 10.8 40 -5 5.9 +0.1
RYT Invesco S&P 500 Equal Weight Technology ETF 10.8 40 -5 7.1 +1.3
UBCB UBC Algorithmic Fundamentals ETF 10.6 75 -40 5.0 -0.8
RPV Invesco S&P 500 Pure Value ETF 10.6 35 0 10.2 +4.4
VALQ American Century STOXX U.S. Quality Value ETF 10.6 29 6 10.0 +4.3
AIEQ AI Powered Equity ETF 10.6 80 -45 6.5 +0.7
MOTG VanEck Morningstar Global Wide Moat ETF 10.5 52 -17 6.9 +1.1
LRGE ClearBridge Large Cap Growth ESG ETF 10.5 59 -24 4.5 -1.2
GVIP Goldman Sachs Hedge Industry VIP ETF 10.5 45 -10 4.8 -0.9
EGIS 2nd Vote Society Defended ETF 10.4 75 -40 7.5 +1.7
FBCG Fidelity Blue Chip Growth ETF 10.3 59 -24 2.9 -2.9
ONEY SPDR Russell 1000 Yield Focus ETF 10.2 20 15 9.4 +3.7
TECB iShares US Tech Breakthrough Multisector ETF 10.2 40 -5 6.0 +0.2
RDVY First Trust Rising Dividend Achievers ETF 10.2 50 -15 10.1 +4.3
SPDV AAM S&P 500 High Dividend Value ETF 10.2 29 6 10.1 +4.3
TDV ProShares S&P Technology Dividend Aristocrats ETF 10.2 46 -11 7.1 +1.3
KOCG FIS Knights of Columbus Global Belief ETF 10.1 75 -40 7.8 +2.0
XLI Industrial Select Sector SPDR Fund 10.1 10 25 6.4 +0.7
IYK iShares U.S. Consumer Goods ETF 10.1 43 -8 5.7 -0.0
BUYZ Franklin Disruptive Commerce ETF 10.1 50 -15 0.0 -5.7
ETHO Etho Climate Leadership U.S. ETF 10.1 48 -13 5.0 -0.7
FIDU Fidelity MSCI Industrials Index ETF 10.0 8 27 6.6 +0.9
HART IQ Healthy Hearts ETF 10.0 45 -10 5.5 -0.3
VIS Vanguard Industrials Index Fund 9.9 10 25 6.1 +0.4
NZRO Strategy Shares Halt Climate Change ETF 9.9 95 -60 1.9 -3.8
RUFF Alpha Dog ETF 9.9 90 -55 5.4 -0.4
OALC OneAscent Large Cap Core ETF 9.8 76 -41 6.6 +0.9
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 9.8 47 -12 6.1 +0.3
SCHD Schwab U.S. Dividend Equity ETF 9.8 6 29 9.3 +3.5
IEDI iShares Evolved U.S. Discretionary Spending ETF 9.6 18 17 5.4 -0.3
FTQI First Trust Nasdaq BuyWrite Income ETF 9.5 85 -50 4.1 -1.7
BUZZ VanEck Social Sentiment ETF 9.5 75 -40 -1.8 -7.5
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 9.4 30 5 7.8 +2.0
PY Principal Shareholder Yield Index ETF 9.4 15 20 11.5 +5.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 9.4 29 6 9.0 +3.2
XLK Technology Select Sector SPDR Fund 9.4 10 25 6.5 +0.7
GURU Global X Guru Index ETF 9.4 75 -40 2.4 -3.4
SFYF SoFi 50 ETF 9.4 29 6 -2.8 -8.5
FTEC Fidelity MSCI Information Technology Index ETF 9.3 8 27 6.2 +0.4
VGT Vanguard Information Technology Index Fund 9.3 10 25 6.2 +0.4
IVSG Invesco Select Growth ETF 9.2 48 -13 5.3 -0.5
BFOR Barron's 400 ETF 9.2 70 -35 9.7 +3.9
IXN iShares Global Tech ETF 9.2 43 -8 5.9 +0.2
VOE Vanguard Mid-Cap Value Index Fund 9.2 7 28 7.7 +2.0
EQOP Natixis U.S. Equity Opportunities ETF 9.2 90 -55 6.8 +1.0
SUBS Fount Subscription Economy ETF 9.1 70 -35 5.2 -0.6
VFVA Vanguard U.S. Value Factor ETF 9.1 14 21 13.0 +7.3
RYF Invesco S&P 500 Equal Weight Financials ETF 9.1 40 -5 9.3 +3.6
VIRS Pacer BioThreat Strategy ETF 9.1 70 -35 7.6 +1.8
ORFN Constrained Capital ESG Orphans ETF 9.0 75 -40 5.5 -0.3
FDL First Trust Morningstar Dividend Leaders Index Fund 9.0 45 -10 9.3 +3.5
PINK Simplify Health Care ETF 9.0 50 -15 4.9 -0.9
XT iShares Exponential Technologies ETF 8.9 46 -11 4.5 -1.2
BMED BlackRock Future Health ETF 8.9 85 -50 2.1 -3.7
YPS Arrow Reverse Cap 500 ETF 8.9 29 6 6.8 +1.1
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 8.9 64 -29 9.5 +3.7
SSPX Janus Henderson U.S. Sustainable Equity ETF 8.9 55 -20 4.8 -1.0
SXUS Janus Henderson International Sustainable Equity ETF 8.9 60 -25 4.4 -1.3
FXG First Trust Consumer Staples AlphaDEX Fund 8.8 63 -28 7.2 +1.4
EXI iShares Global Industrials ETF 8.8 43 -8 6.1 +0.4
BAD B.A.D. ETF 8.7 75 -40 3.3 -2.4
FAB First Trust Multi Cap Value AlphaDEX Fund 8.7 70 -35 11.1 +5.4
XLF Financial Select Sector SPDR Fund 8.5 10 25 9.1 +3.3
GBDV Global Beta Smart Income ETF 8.5 29 6 9.6 +3.9
IMCV iShares Morningstar Mid-Cap Value ETF 8.5 6 29 8.0 +2.3
IEIH iShares Evolved U.S. Innovative Healthcare ETF 8.4 18 17 4.8 -1.0
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 8.4 68 -33 4.7 -1.1
IMCB iShares Morningstar Mid-Cap ETF 8.3 4 31 6.6 +0.9
HVAL ALPS Hillman Active Value ETF 8.3 55 -20 7.9 +2.1
LYFE 2nd Vote Life Neutral Plus ETF 8.3 75 -40 8.1 +2.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 8.3 4 31 6.7 +0.9
IWS iShares Russell Mid-Cap Value ETF 8.3 23 12 7.5 +1.8
IYF iShares U.S. Financials ETF 8.2 42 -7 8.9 +3.1
LEGR First Trust Indxx Innovative Transaction & Process ETF 8.1 65 -30 11.2 +5.4
FNCL Fidelity MSCI Financials Index ETF 8.1 8 27 9.5 +3.8
VFH Vanguard Financials Index Fund 8.1 10 25 9.5 +3.8
IFRA iShares U.S. Infrastructure ETF 8.1 30 5 6.8 +1.0
UGCE Uncommon Portfolio Design Core Equity ETF 8.0 65 -30 6.9 +1.2
VO Vanguard Mid-Cap Index Fund 8.0 4 31 6.2 +0.5
GRZZ Grizzle Growth ETF 8.0 75 -40 7.3 +1.5
VLUE iShares MSCI USA Value Factor ETF 7.9 15 20 12.8 +7.1
GCIG Genuine Investors ETF 7.9 100 -65 6.2 +0.4
SPVM Invesco S&P 500 Value with Momentum ETF 7.8 39 -4 9.6 +3.9
RYU Invesco S&P 500 Equal Weight Utilities ETF 7.7 40 -5 5.8 +0.1
FUTY Fidelity MSCI Utilities Index ETF 7.7 8 27 5.7 -0.1
VPU Vanguard Utilities Index Fund 7.7 10 25 5.6 -0.1
JHMU John Hancock Multifactor Utilities ETF 7.7 40 -5 5.5 -0.3
JXI iShares Global Utilities ETF 7.7 43 -8 5.4 -0.3
XLU Utilities Select Sector SPDR Fund 7.7 10 25 5.3 -0.4
IDU iShares U.S. Utilities ETF 7.7 43 -8 5.3 -0.4
IEHS iShares Evolved U.S. Healthcare Staples ETF 7.7 18 17 6.2 +0.5
LSAF LeaderShares AlphaFactor US Core Equity ETF 7.7 75 -40 10.3 +4.6
IWR iShares Russell Midcap ETF 7.6 19 16 6.5 +0.8
FTXH First Trust Nasdaq Pharmaceuticals ETF 7.6 60 -25 11.4 +5.6
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 7.5 75 -40 8.2 +2.4
PTH Invesco DWA Healthcare Momentum ETF 7.5 60 -25 2.3 -3.5
ESGS Columbia Sustainable U.S. Equity Income ETF 7.4 35 0 9.7 +4.0
QMOM Alpha Architect U.S. Quantitative Momentum ETF 7.3 49 -14 5.7 -0.0
HOMZ Hoya Capital Housing ETF 7.3 30 5 10.5 +4.7
KNGS UPHOLDINGS Compound Kings ETF 7.3 60 -25 4.3 -1.5
AVDR AVDR US LargeCap Leading ETF 7.3 60 -25 6.5 +0.8
SDOG ALPS Sector Dividend Dogs ETF 7.2 40 -5 9.9 +4.1
AILG Alpha Intelligent - Large Cap Growth ETF 7.2 85 -50 4.3 -1.5
CGGO Capital Group Global Growth Equity ETF 7.2 47 -12 4.7 -1.1
GK AdvisorShares Gerber Kawasaki ETF 7.1 81 -46 4.9 -0.9
PUI Invesco DWA Utilities Momentum ETF 7.0 60 -25 5.5 -0.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 7.0 24 11 8.4 +2.7
QTUM Defiance Quantum ETF 7.0 40 -5 7.1 +1.3
ISHP First Trust S-Network E-Commerce ETF 6.9 60 -25 4.1 -1.6
WDNA WisdomTree BioRevolution Fund 6.9 45 -10 -4.1 -9.8
AGNG Global X Aging Population ETF 6.8 50 -15 3.9 -1.8
PEY Invesco High Yield Equity Dividend Achievers ETF 6.8 53 -18 8.4 +2.6
FTXG First Trust Nasdaq Food & Beverage ETF 6.8 60 -25 6.1 +0.4
LIV Emles (a)Home ETF 6.7 49 -14 5.9 +0.2
IXG iShares Global Financials ETF 6.7 43 -8 10.3 +4.6
ICAP InfraCap Equity Income Fund ETF 6.7 80 -45 9.4 +3.6
VFLQ Vanguard U.S. Liquidity Factor ETF 6.7 13 22 2.0 -3.7
GLIF AGFiQ Global Infrastructure ETF 6.7 45 -10 4.8 -1.0
FXU First Trust Utilities AlphaDEX Fund 6.7 62 -27 6.6 +0.8
PLAT WisdomTree Modern Tech Platforms Fund 6.7 20 15 2.0 -3.8
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 6.6 75 -40 3.3 -2.5
IYC iShares U.S. Consumer Services ETF 6.6 43 -8 4.7 -1.1
PPH VanEck Pharmaceutical ETF 6.6 35 0 9.8 +4.0
SQEW LeaderShares Equity Skew ETF 6.5 75 -40 6.8 +1.1
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 6.5 69 -34 8.2 +2.4
MVPS Amplify Thematic All-Stars ETF 6.3 49 -14 2.3 -3.4
PSL Invesco DWA Consumer Staples Momentum ETF 6.3 60 -25 6.4 +0.7
XDNA Strategic CRISPR & Gene Editing Technology ETF 6.2 78 -43 -4.3 -10.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 6.2 15 20 14.6 +8.8
INNO Harbor Disruptive Innovation ETF 6.2 75 -40 -3.7 -9.4
FDG American Century Focused Dynamic Growth ETF 6.2 45 -10 3.3 -2.4
IMCG iShares Morningstar Mid-Cap Growth ETF 6.2 6 29 4.9 -0.8
XDAT Franklin Exponential Data ETF 6.0 50 -15 3.2 -2.5
KOIN Innovation Shares NextGen Protocol ETF 6.0 75 -40 5.7 -0.1
THNQ ROBO Global Artificial Intelligence ETF 6.0 68 -33 3.5 -2.2
UTES Virtus Reaves Utilities ETF 5.9 49 -14 5.0 -0.8
JHMC John Hancock Multifactor Consumer Discretionary ETF 5.9 40 -5 5.8 +0.1
CLNR IQ Cleaner Transport ETF 5.9 45 -10 7.6 +1.8
FPAG FPA Global Equity ETF 5.8 49 -14 7.1 +1.3
TDIV First Trust NASDAQ Technology Dividend Index Fund 5.8 50 -15 8.2 +2.5
OCEN IQ Clean Oceans ETF 5.8 45 -10 7.1 +1.4
WLDR Affinity World Leaders Equity ETF 5.8 67 -32 10.4 +4.6
BLES Inspire Global Hope Large Cap ETF 5.8 52 -17 6.4 +0.6
XNTK SPDR NYSE Technology ETF 5.7 35 0 6.0 +0.3
HELX Franklin Genomic Advancements ETF 5.7 50 -15 4.3 -1.4
LCG Sterling Capital Focus Equity ETF 5.7 59 -24 5.5 -0.3
BIBL Inspire ETF 5.7 35 0 6.0 +0.2
PJP Invesco Dynamic Pharmaceuticals ETF 5.7 58 -23 8.5 +2.8
MILN Global X Millennial Consumer ETF 5.7 50 -15 3.4 -2.3
VNMC Natixis Vaughan Nelson Mid Cap ETF 5.6 85 -50 7.0 +1.3
JHMM John Hancock Multifactor Mid Cap ETF 5.6 41 -6 7.4 +1.7
IYW iShares U.S. Technology ETF 5.6 43 -8 6.2 +0.4
AIQ Global X Future Analytics Tech ETF 5.5 68 -33 5.5 -0.3
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 5.5 45 -10 6.3 +0.5
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 5.5 60 -25 9.0 +3.3
PAVE Global X U.S. Infrastructure Development ETF 5.5 47 -12 8.3 +2.6
ACWF iShares MSCI Global Multifactor ETF 5.4 35 0 10.2 +4.5
KIE SPDR S&P Insurance ETF 5.4 35 0 8.7 +3.0
ABEQ Absolute Core Strategy ETF 5.4 85 -50 4.9 -0.8
RTH VanEck Retail ETF 5.4 35 0 6.7 +0.9
APXH Apex Healthcare ETF 5.3 90 -55 8.7 +2.9
DIV Global X SuperDividend US ETF 5.3 45 -10 6.4 +0.7
IYG iShares US Financial Services ETF 5.3 42 -7 8.8 +3.1
JSTC Adasina Social Justice All Cap Global ETF 5.3 89 -54 6.9 +1.1
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF 5.3 58 -23 4.1 -1.6
GII SPDR S&P Global Infrastructure ETF 5.2 40 -5 4.2 -1.5
IGF iShares Global Infrastructure ETF 5.2 43 -8 4.2 -1.6
PRN Invesco DWA Industrials Momentum ETF 5.2 60 -25 7.6 +1.8
CZA Invesco Zacks Mid-Cap ETF 5.2 69 -34 6.7 +1.0
TMFG Motley Fool Global Opportunities ETF 5.2 85 -50 4.5 -1.3
GGRW Gabelli Growth Innovators ETF 5.1 90 -55 3.6 -2.2
IHE iShares U.S. Pharmaceuticals ETF 5.0 42 -7 6.7 +1.0
XPH SPDR S&P Pharmaceuticals ETF 5.0 35 0 3.2 -2.6
JHMT John Hancock Multifactor Technology ETF 5.0 40 -5 7.0 +1.2
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 5.0 57 -22 6.1 +0.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 5.0 39 -4 9.8 +4.1
KONG Formidable Fortress ETF 4.9 89 -54 6.2 +0.4
RCD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 4.9 40 -5 5.9 +0.2
XLY Consumer Discretionary Select Sector SPDR Fund 4.9 10 25 5.5 -0.3
FTXR First Trust Nasdaq Transportation ETF 4.9 60 -25 6.4 +0.7
IYT iShares Transportation Average ETF 4.9 42 -7 3.2 -2.5
XTN SPDR S&P Transportation ETF 4.9 35 0 1.4 -4.4
SPVU Invesco S&P 500 Enhanced Value ETF 4.9 13 22 11.2 +5.5
WTAI WisdomTree Artificial Intelligence and Innovation Fund 4.9 45 -10 2.3 -3.4
IWP iShares Russell Mid-Cap Growth ETF 4.8 23 12 4.7 -1.0
HTEC ROBO Global Healthcare Technology & Innovation ETF 4.8 68 -33 0.5 -5.3
BUL Pacer US Cash Cows Growth ETF 4.8 60 -25 9.7 +3.9
COWZ Pacer US Cash Cows 100 ETF 4.7 49 -14 12.7 +7.0
KOMP SPDR Kensho New Economies Composite ETF 4.7 20 15 1.3 -4.4
GRES IQ Global Resources ETF 4.7 30 5 8.3 +2.5
FDIS Fidelity MSCI Consumer Discretionary Index ETF 4.7 8 27 6.1 +0.3
VCR Vanguard Consumer Discretionary Index Fund 4.7 10 25 6.0 +0.2
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 4.7 47 -12 0.2 -5.6
IAK iShares U.S. Insurance ETF 4.7 42 -7 8.2 +2.4
SAGP Strategas Global Policy Opportunities ETF 4.7 65 -30 7.5 +1.8
SDG iShares Sustainable MSCI Global Impact ETF 4.6 49 -14 8.9 +3.1
FXL First Trust Technology AlphaDEX Fund 4.6 61 -26 7.2 +1.5
DTEC ALPS Disruptive Technologies ETF 4.6 50 -15 4.3 -1.4
EWCO Invesco S&P 500 Equal Weight Communication Services ETF 4.6 40 -5 8.9 +3.1
JHCS John Hancock Multifactor Media & Communications ETF 4.6 40 -5 8.6 +2.8
XLC The Communication Services Select Sector SPDR Fund 4.6 10 25 8.5 +2.7
IXP iShares Global Comm Services ETF 4.6 43 -8 7.7 +1.9
FCOM Fidelity MSCI Telecommunication Services Index ETF 4.6 8 27 7.4 +1.7
VOX Vanguard Telecommunication Services Index Fund 4.6 10 25 7.3 +1.5
CARZ First Trust NASDAQ Global Auto Index Fund 4.6 70 -35 6.1 +0.4
RXI iShares Global Consumer Discretionary ETF 4.6 43 -8 5.7 -0.0
VUSE Vident Core US Equity Fund 4.5 48 -13 11.6 +5.9
PWC Invesco Dynamic Market ETF 4.5 60 -25 6.9 +1.2
TIME Clockwise Capital Innovation ETF 4.4 95 -60 3.4 -2.4
RYJ Invesco Raymond James SB-1 Equity ETF 4.4 75 -40 3.4 -2.3
TPAY Tortoise Digital Payments Infrastructure Fund 4.4 40 -5 14.2 +8.5
IPAY ETFMG Prime Mobile Payments ETF 4.4 75 -40 8.3 +2.6
VSL Volshares Large Capital ETF 4.4 65 -30 5.9 +0.2
KLDW Gavekal Knowledge Leaders Developed World ETF 4.4 75 -40 5.7 -0.1
DWEQ AdvisorShares Dorsey Wright Alpha Equal Weight ETF 4.4 96 -61 4.2 -1.6
EMLP First Trust North American Energy Infrastructure Fund 4.3 96 -61 5.2 -0.6
SKYY First Trust Cloud Computing ETF 4.3 60 -25 4.4 -1.3
GERM ETFMG Treatments Testing and Advancements ETF 4.3 68 -33 -10.5 -16.3
XSW SPDR S&P Software & Services ETF 4.3 35 0 3.9 -1.8
GBUY Goldman Sachs Future Consumer Equity ETF 4.3 75 -40 3.1 -2.6
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 4.2 75 -40 7.8 +2.1
CWS AdvisorShares Focused Equity ETF 4.2 66 -31 6.2 +0.4
BNE Blue Horizon BNE ETF 4.2 87 -52 2.2 -3.6
TEMP JPMorgan Climate Change Solutions ETF 4.1 49 -14 5.0 -0.8
FIVG Defiance Next Gen Connectivity ETF 4.1 30 5 7.0 +1.3
BLOK Amplify Transformational Data Sharing ETF 4.1 71 -36 5.5 -0.2
HAP VanEck Natural Resources ETF 4.1 49 -14 7.6 +1.9
OGIG O'Shares Global Internet Giants ETF 4.0 48 -13 0.0 -5.7
JZRO Janus Henderson Net Zero Transition Resources ETF 4.0 60 -25 7.6 +1.9
GCOW Pacer Global High Dividend ETF 4.0 60 -25 10.8 +5.1
CVAR Cultivar ETF 4.0 87 -52 8.1 +2.4
XRT SPDR S&P Retail ETF 3.9 35 0 7.8 +2.1
MXI iShares Global Materials ETF 3.8 43 -8 8.5 +2.8
FMAT Fidelity MSCI Materials Index ETF 3.8 8 27 8.3 +2.5
VAW Vanguard Materials Index Fund 3.8 10 25 8.1 +2.4
RTM Invesco S&P 500 Equal Weight Materials ETF 3.8 40 -5 8.0 +2.3
XLB Materials Select Sector SPDR Fund 3.8 10 25 7.1 +1.4
CLOU Global X Cloud Computing ETF 3.8 68 -33 1.7 -4.0
WFH Direxion Work From Home ETF 3.8 45 -10 0.0 -5.7
ECLN First Trust EIP Carbon Impact ETF 3.8 97 -62 3.5 -2.3
ENTR Entrepreneur 30 Fund 3.8 49 -14 5.8 +0.1
USVT US Value ETF 3.8 49 -14 12.5 +6.8
FXO First Trust Financials AlphaDEX Fund 3.7 62 -27 11.4 +5.6
CTRU ARK Transparency ETF 3.7 55 -20 3.0 -2.7
VR Global X Metaverse ETF 3.7 50 -15 5.5 -0.3
PKW Invesco Buyback Achievers ETF 3.6 64 -29 10.0 +4.3
JHMA John Hancock Multifactor Materials ETF 3.6 40 -5 10.4 +4.6
GDOC Goldman Sachs Future Health Care Equity ETF 3.6 75 -40 1.8 -3.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.5 52 -17 5.9 +0.1
ALFA AlphaClone Alternative Alpha ETF 3.5 65 -30 5.3 -0.4
FPX First Trust US IPO Index Fund 3.5 57 -22 2.8 -3.0
VRAI Virtus Real Asset Income ETF 3.4 55 -20 6.8 +1.0
PEZ Invesco DWA Consumer Cyclicals Momentum ETF 3.4 60 -25 7.4 +1.7
KBWP Invesco KBW Property & Casualty Insurance ETF 3.3 35 0 6.7 +1.0
NUMV Nuveen ESG Mid-Cap Value ETF 3.3 30 5 8.6 +2.9
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 3.3 45 -10 3.3 -2.4
SPHB Invesco S&P 500 High Beta ETF 3.3 25 10 4.7 -1.1
PUNK Subversive Metaverse ETF 3.3 75 -40 2.6 -3.2
IYZ iShares U.S. Telecommunications ETF 3.2 42 -7 10.0 +4.2
FXD First Trust Consumer Discretionary AlphaDEX Fund 3.2 63 -28 9.5 +3.7
DUSA Davis Select U.S. Equity ETF 3.2 62 -27 9.2 +3.4
SDEI Sound Equity Income ETF 3.2 45 -10 10.4 +4.7
SATO Invesco Alerian Galaxy Crypto Economy ETF 3.1 60 -25 -23.5 -29.3
PBJ Invesco Dynamic Food & Beverage ETF 3.1 63 -28 6.2 +0.5
DVLU First Trust Dorsey Wright Momentum & Value ETF 3.1 60 -25 13.1 +7.3
IEME iShares Evolved U.S. Media & Entertainment ETF 3.1 18 17 6.4 +0.6
GENY Principal Millennials Index ETF 3.0 45 -10 4.7 -1.0
VBB Valkyrie Balance Sheet Opportunities ETF 2.9 75 -40 -2.4 -8.1
CNCR Loncar Cancer Immunotherapy ETF 2.9 79 -44 -4.2 -9.9
GNR SPDR S&P Global Natural Resources ETF 2.9 40 -5 9.8 +4.1
DRIV Global X Autonomous & Electric Vehicles ETF 2.9 68 -33 5.0 -0.8
METV Roundhill Ball Metaverse ETF 2.9 59 -24 5.0 -0.8
AMER Emles Made in America ETF 2.8 49 -14 9.6 +3.8
IQM Franklin Intelligent Machines ETF 2.8 50 -15 4.0 -1.7
IVRA Invesco Real Assets ESG ETF 2.8 59 -24 5.5 -0.3
EQRR ProShares Equities for Rising Rates ETF 2.8 35 0 8.1 +2.3
ARVR First Trust Indxx Metaverse ETF 2.8 70 -35 6.6 +0.8
FDIG Fidelity Crypto Industry and Digital Payments ETF 2.8 39 -4 6.5 +0.7
XBI SPDR S&P BIOTECH ETF 2.7 35 0 -5.7 -11.4
IXC iShares Global Energy ETF 2.7 43 -8 7.0 +1.3
VNQ Vanguard REIT Index Fund 2.7 12 23 6.2 +0.4
FREL Fidelity MSCI Real Estate Index ETF 2.7 9 27 6.1 +0.4
SCHH Schwab U.S. REIT ETF 2.7 7 28 6.0 +0.3
IYR iShares U.S. Real Estate ETF 2.7 41 -6 6.0 +0.3
AVRE Avantis Real Estate ETF 2.7 17 18 5.9 +0.1
DFAR Dimensional US Real Estate ETF 2.7 19 16 5.8 +0.1
PSR Invesco Active U.S. Real Estate Fund 2.7 35 0 5.7 -0.1
JPRE JPMorgan Realty Income ETF 2.7 50 -15 4.9 -0.8
IDRV iShares Self-driving EV & Tech ETF 2.7 47 -12 7.9 +2.1
WDIV SPDR Global Dividend ETF 2.7 40 -5 9.7 +4.0
NXTG First Trust Indxx NextG ETF 2.7 70 -35 6.9 +1.1
PRNT The 3D Printing ETF 2.7 66 -31 -11.3 -17.1
IGE iShares North American Natural Resources ETF 2.7 43 -8 5.8 +0.1
PFI Invesco DWA Financial Momentum ETF 2.6 60 -25 6.0 +0.3
USRT iShares Core U.S. REIT ETF 2.6 8 27 6.4 +0.7
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 2.6 11 24 6.2 +0.5
FFR First Trust FTSE EPRA/NAREIT Developed Markets Real Estate 2.6 60 -25 6.1 +0.4
REET iShares Global REIT ETF 2.6 14 21 6.1 +0.4
PPTY PPTY-U.S. Diversified Real Estate ETF 2.6 49 -14 5.9 +0.2
FRI First Trust S&P REIT Index Fund 2.6 50 -15 5.8 +0.1
RITA ETFB Green SRI REITs ETF 2.6 50 -15 4.6 -1.1
IVDG Invesco Focused Discovery Growth ETF 2.6 59 -24 5.0 -0.8
UAV AdvisorShares Drone Technology ETF 2.5 99 -64 5.6 -0.1
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.5 65 -30 3.4 -2.4
VOT Vanguard Mid-Cap Growth Index Fund 2.5 7 28 4.5 -1.3
BECO BlackRock Future Climate and Sustainable Economy ETF 2.5 70 -35 5.4 -0.4
GSFP Goldman Sachs Future Planet Equity ETF 2.5 75 -40 4.1 -1.7
RWR SPDR Dow Jones REIT ETF 2.5 25 10 6.3 +0.6
RWO SPDR Dow Jones Global Real Estate ETF 2.5 50 -15 5.8 +0.1
IHF iShares U.S. Healthcare Providers ETF 2.4 42 -7 6.5 +0.7
XHS SPDR S&P Health Care Services ETF 2.4 35 0 3.6 -2.1
DFNL Davis Select Financial ETF 2.4 64 -29 8.9 +3.2
NUMG Nuveen ESG Mid-Cap Growth ETF 2.4 30 5 1.9 -3.8
ICF iShares Cohen & Steers REIT ETF 2.4 33 2 5.4 -0.4
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 2.3 46 -11 8.5 +2.7
NANR SPDR S&P North American Natural Resources ETF 2.3 35 0 6.4 +0.6
EPRE First Trust TCW ESG Premier Equity ETF 2.3 85 -50 5.1 -0.6
VICE AdvisorShares Vice ETF 2.3 99 -64 5.6 -0.2
PPA Invesco Aerospace & Defense ETF 2.2 61 -26 5.3 -0.4
EWRE Invesco S&P 500 Equal Weight Real Estate ETF 2.2 40 -5 6.0 +0.2
XLRE The Real Estate Select Sector SPDR Fund 2.2 10 25 5.7 -0.0
SOLR SmartETFs Sustainable Energy II Fund 2.2 79 -44 4.3 -1.4
BOSS Global X Founder-Run Companies ETF 2.2 45 -10 3.5 -2.3
FEVR Inspire Faithward Large Cap Momentum ESG ETF 2.2 85 -50 5.8 +0.1
PNQI Invesco NASDAQ Internet ETF 2.2 60 -25 3.5 -2.2
WUGI Esoterica NextG Economy ETF 2.2 75 -40 2.6 -3.1
SCHM Schwab U.S. Mid-Cap ETF 2.1 4 31 7.1 +1.3
FDN First Trust Dow Jones Internet Index Fund 2.1 51 -16 4.3 -1.4
MRAD SmartETFs Advertising & Marketing Technology ETF 2.1 68 -33 4.0 -1.8
HJEN Direxion Hydrogen ETF 2.1 45 -10 -2.0 -7.7
HDRO Defiance Next Gen H2 ETF 2.1 30 5 -4.8 -10.6
HYDR Global X Hydrogen ETF 2.1 50 -15 -19.0 -24.8
CLMA iClima Global Decarbonization Transition Leaders ETF 2.1 65 -30 2.1 -3.7
FAN First Trust Global Wind Energy ETF 2.1 62 -27 4.1 -1.7
XHB SPDR S&P Homebuilders ETF 2.1 35 0 13.9 +8.1
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ET 2.1 85 -50 0.8 -4.9
SPRE SP Funds S&P Global REIT Sharia ETF 2.1 69 -34 3.8 -1.9
DWLD Davis Select Worldwide ETF 2.1 63 -28 7.2 +1.5
FFND Future Fund Active ETF 2.0 101 -66 2.5 -3.3
BYTE Roundhill IO Digital Infrastructure ETF 2.0 75 -40 3.6 -2.2
DON WisdomTree U.S. MidCap Dividend Fund 2.0 38 -3 9.2 +3.5
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.0 15 20 4.4 -1.3
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 2.0 70 -35 4.5 -1.3
MDEV First Trust Indxx Medical Devices ETF 2.0 70 -35 3.7 -2.1
KGHG KraneShares Global Carbon Transformation ETF 2.0 89 -54 7.1 +1.4
MIDF iShares Edge MSCI Multifactor USA Mid-Cap ETF 1.9 25 10 11.2 +5.5
UFO Procure Space ETF 1.9 75 -40 2.0 -3.8
FTXN First Trust Nasdaq Oil & Gas ETF 1.9 60 -25 19.7 +14.0
FXN First Trust Energy AlphaDEX Fund 1.9 64 -29 9.5 +3.8
FILL iShares MSCI Global Energy Producers ETF 1.9 39 -4 7.9 +2.2
XOP SPDR S&P Oil & Gas Exploration & Production ETF 1.9 35 0 6.3 +0.5
XLE Energy Select Sector SPDR Fund 1.9 10 25 6.1 +0.3
FENY Fidelity MSCI Energy Index ETF 1.9 8 27 5.7 -0.0
VDE Vanguard Energy Index Fund 1.9 10 25 5.7 -0.1
JHME John Hancock Multifactor Energy ETF 1.9 40 -5 5.6 -0.1
RYE Invesco S&P 500 Equal Weight Energy ETF 1.9 40 -5 5.5 -0.2
IYE iShares U.S. Energy ETF 1.9 42 -7 5.3 -0.4
IGV iShares Expanded Tech-Software ETF 1.9 43 -8 4.0 -1.8
WBIY WBI Power Factor High Dividend ETF 1.9 70 -35 11.8 +6.1
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.9 60 -25 8.6 +2.8
SYLD Cambria Shareholder Yield ETF 1.8 59 -24 13.1 +7.4
MDCP VictoryShares THB Mid Cap ESG ETF 1.8 55 -20 6.5 +0.8
REZ iShares Residential Real Estate Capped ETF 1.8 48 -13 5.0 -0.8
NURE Nuveen Short-Term REIT ETF 1.8 35 0 4.2 -1.5
IHI iShares U.S. Medical Devices ETF 1.7 41 -6 4.5 -1.3
GQRE FlexShares Global Quality Real Estate Index Fund 1.7 45 -10 6.8 +1.1
SOXQ Invesco PHLX Semiconductor ETF 1.7 0 35 9.4 +3.6
SOXX iShares PHLX Semiconductor ETF 1.7 43 -8 9.0 +3.3
FTXL First Trust Nasdaq Semiconductor ETF 1.7 60 -25 8.8 +3.1
SMH VanEck Semiconductor ETF 1.7 35 0 8.4 +2.7
PSI Invesco Dynamic Semiconductors ETF 1.7 56 -21 7.7 +1.9
XSD SPDR S&P Semiconductor ETF 1.7 35 0 6.4 +0.6
FOVL iShares Focused Value Factor ETF 1.7 25 10 11.0 +5.3
BBH VanEck Biotech ETF 1.7 35 0 6.0 +0.3
PBE Invesco Dynamic Biotechnology & Genome ETF 1.7 59 -24 2.5 -3.3
FBT First Trust NYSE Arca Biotechnology Index Fund 1.7 55 -20 0.7 -5.1
IBB iShares NASDAQ Biotechnology ETF 1.7 45 -10 0.1 -5.6
IBBQ Invesco Nasdaq Biotechnology ETF 1.7 0 35 0.1 -5.7
BBP BioShares Biotechnology Products Fund 1.7 79 -44 -5.1 -10.9
ARKG ARK Genomic Revolution ETF 1.7 75 -40 -10.5 -16.2
FPRO Fidelity Real Estate Investment ETF 1.7 59 -24 5.1 -0.6
MOTO SmartETFs Smart Transportation & Technology ETF 1.7 68 -33 7.7 +2.0
SHFT iClima Distributed Renewable Energy Transition Leaders ETF 1.7 65 -30 -1.7 -7.5
ROKT SPDR S&P Kensho Final Frontiers ETF 1.6 45 -10 4.1 -1.6
CNRG SPDR S&P Kensho Clean Power ETF 1.6 45 -10 1.8 -3.9
FXZ First Trust Materials AlphaDEX Fund 1.6 67 -32 15.2 +9.5
IYM iShares U.S. Basic Materials ETF 1.6 43 -8 10.6 +4.8
FEDX Emles Federal Contractors ETF 1.6 60 -25 7.8 +2.1
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 1.6 47 -12 4.9 -0.9
ARKX ARK Space Exploration & Innovation ETF 1.6 75 -40 3.2 -2.6
TOKE Cambria Cannabis ETF 1.5 42 -7 -14.9 -20.7
PTF Invesco DWA Technology Momentum ETF 1.5 60 -25 5.2 -0.5
TYNE Direxion Nanotechnology ETF 1.5 65 -30 -72.3 -78.0
XTL SPDR S&P Telecom ETF 1.5 35 0 5.9 +0.2
MTVR Fount Metaverse ETF 1.5 70 -35 6.4 +0.6
FMET Fidelity Metaverse ETF 1.5 39 -4 5.7 -0.1
IVEG iShares Emergent Food and AgTech Multisector ETF 1.5 47 -12 7.2 +1.5
YUMY VanEck Future of Food ETF 1.5 69 -34 3.5 -2.2
EDOC Global X Telemedicine & Digital Health ETF 1.5 68 -33 -2.4 -8.2
VCLN Virtus Duff & Phelps Clean Energy ETF 1.4 59 -24 0.0 -5.7
HAIL SPDR S&P Kensho Smart Mobility ETF 1.4 45 -10 3.5 -2.2
VAMO Cambria Value & Momentum ETF 1.4 64 -29 10.8 +5.0
IWFH iShares Virtual Work and Life Multisector ETF 1.4 47 -12 -1.3 -7.0
OUSM O'Shares FTSE Russell Small Cap Quality Dividend ETF 1.4 48 -13 8.1 +2.3
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.4 20 15 5.4 -0.3
PSJ Invesco Dynamic Software ETF 1.4 56 -21 3.9 -1.8
PBS Invesco Dynamic Media ETF 1.3 63 -28 8.8 +3.1
SOCL Global X Social Media ETF 1.3 65 -30 3.2 -2.6
CVY Invesco Zacks Multi-Asset Income ETF 1.3 100 -65 10.7 +5.0
JRE Janus Henderson U.S. Real Estate ETF 1.3 65 -30 4.9 -0.8
XITK SPDR FactSet Innovative Technology ETF 1.3 45 -10 -3.6 -9.3
FITE SPDR Kensho Future Security ETF 1.3 45 -10 3.7 -2.0
PSYK PSYK ETF 1.3 75 -40 -564.9 -570.6
MRND IQ U.S. Mid Cap R&D Leaders ETF 1.3 16 19 3.2 -2.6
SEA U.S. Global Sea to Sky Cargo ETF 1.3 60 -25 24.5 +18.8
EKAR Innovation Shares NextGen Vehicles & Technology ETF 1.3 65 -30 6.0 +0.2
PKB Invesco Dynamic Building & Construction ETF 1.3 60 -25 14.5 +8.8
KCE SPDR S&P Capital Markets ETF 1.3 35 0 11.5 +5.8
BLDG Cambria Global Real Estate ETF 1.3 59 -24 6.8 +1.1
PID Invesco International Dividend Achievers ETF 1.2 56 -21 8.2 +2.5
ZIG The Acquirers Fund 1.2 89 -54 13.9 +8.2
VEGI iShares MSCI Global Agriculture Producers ETF 1.2 39 -4 7.1 +1.4
MOO VanEck Agribusiness ETF 1.2 56 -21 6.6 +0.8
KROP Global X AgTech & Food Innovation ETF 1.2 50 -15 0.8 -4.9
ITA iShares U.S. Aerospace & Defense ETF 1.2 42 -7 5.9 +0.2
XAR SPDR S&P Aerospace & Defense ETF 1.2 35 0 4.0 -1.8
ITB iShares U.S. Home Construction ETF 1.1 41 -6 17.8 +12.1
LSAT Leadershares Alphafactor Tactical Focused ETF 1.1 99 -64 11.7 +6.0
MAKX ProShares S&P Kensho Smart Factories ETF 1.1 58 -23 4.2 -1.5
SMMD iShares Russell 2500 ETF 1.1 15 20 7.0 +1.2
KBWB Invesco KBW Bank ETF 1.1 35 0 11.5 +5.8
FTXO First Trust Nasdaq Bank ETF 1.1 60 -25 11.3 +5.6
KBE SPDR S&P Bank ETF 1.1 35 0 11.3 +5.5
HAUS Home Appreciation U.S. REIT ETF 1.1 60 -25 4.5 -1.3
RESI Kelly Residential & Apartment Real Estate ETF 1.1 68 -33 4.2 -1.5
MSGR Direxion mRNA ETF 1.0 65 -30 -3.2 -9.0
GNOM Global X Genomics & Biotechnology ETF 1.0 50 -15 -8.6 -14.3
TMFX Motley Fool Next Index ETF 1.0 50 -15 4.0 -1.8
FTAG First Trust Indxx Global Agriculture ETF 1.0 70 -35 8.5 +2.8
SMOG VanEck Low Carbon Energy ETF 1.0 62 -27 1.9 -3.9
MJ ETFMG Alternative Harvest ETF 1.0 75 -40 -45.3 -51.1
GAMR ETFMG Video Game Tech ETF 1.0 75 -40 7.0 +1.3
NETZ Engine No 1 Transform Climate ETF 1.0 75 -40 7.1 +1.3
DRW WisdomTree Global ex-US Real Estate Fund 1.0 58 -23 4.6 -1.2
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.0 64 -29 8.2 +2.5
GIGE SoFi Gig Economy ETF 0.9 59 -24 -6.7 -12.4
ARKF ARK Fintech Innovation ETF 0.9 75 -40 0.0 -5.7
CGXU Capital Group International Focus Equity ETF 0.9 54 -19 5.2 -0.6
QQQN VictoryShares Nasdaq Next 50 ETF 0.9 18 17 6.7 +1.0
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 0.9 108 -73 7.2 +1.4
CSD Invesco S&P Spin-Off ETF 0.8 65 -30 6.0 +0.3
WWOW Direxion World Without Waste ETF 0.8 50 -15 0.2 -5.5
IAT iShares U.S. Regional Banks ETF 0.8 41 -6 10.1 +4.4
FIDI Fidelity International High Dividend ETF 0.8 39 -4 9.9 +4.2
CID VictoryShares Intl High Dividend Volatility Wtd Index ETF 0.8 45 -10 9.9 +4.2
DWX SPDR S&P International Dividend ETF 0.8 45 -10 8.7 +2.9
FLCA Franklin FTSE Canada ETF 0.8 9 26 8.5 +2.8
BBCA JPMorgan BetaBuilders Canada ETF 0.8 19 16 8.1 +2.3
EWC iShares MSCI Canada ETF 0.8 51 -16 7.9 +2.2
TTAI TrimTabs All Cap International Free-Cash-Flow ETF 0.8 61 -26 7.7 +2.0
ENFR Alerian Energy Infrastructure ETF 0.8 35 0 4.8 -1.0
UMI USCF Midstream Energy Income Fund ETF 0.8 85 -50 3.5 -2.3
USAI Pacer American Energy Independence ETF 0.8 75 -40 3.4 -2.3
EATZ AdvisorShares Restaurant ETF 0.8 99 -64 4.7 -1.0
PEJ Invesco Dynamic Leisure & Entertainment ETF 0.8 55 -20 1.1 -4.7
LUXE Emles Luxury Goods ETF 0.8 60 -25 4.5 -1.2
FSMD Fidelity Small-Mid Factor ETF 0.8 29 6 9.2 +3.5
ROBO Robo Global Robotics & Automation Index ETF 0.8 95 -60 3.8 -1.9
ARKQ Ark Autonomous Tech. & Robotics ETF 0.8 75 -40 -2.6 -8.3
EBIZ Global X E-Commerce ETF 0.8 50 -15 3.5 -2.2
IBUY Amplify Online Retail ETF 0.8 65 -30 0.0 -5.7
LRNZ TrueMark Technology, AI & Deep Learning ETF 0.8 68 -33 -2.1 -7.9
ONLN ProShares Online Retail ETF 0.8 58 -23 -2.6 -8.3
XWEB SPDR S&P Internet ETF 0.8 35 0 -3.4 -9.1
ZGEN Generation Z ETF 0.8 60 -25 -5.9 -11.6
CBTG Cabot Growth ETF 0.8 75 -40 0.0 -5.7
SNSR Global X Internet of Things Thematic ETF 0.8 68 -33 5.7 -0.1
IDMO Invesco S&P International Developed Momentum ETF 0.7 25 10 9.4 +3.6
IUSS Invesco Strategic US Small Company ETF 0.7 23 12 6.8 +1.0
CBSE Changebridge Capital Sustainable Equity ETF 0.7 85 -50 0.0 -5.7
PXI Invesco DWA Energy Momentum ETF 0.7 60 -25 6.1 +0.4
RNMC Mid Cap US Equity Select ETF 0.7 60 -25 8.4 +2.7
INDS Pacer Benchmark Industrial Real Estate SCTR ETF 0.7 60 -25 4.4 -1.4
BFIT Global X Health & Wellness ETF 0.6 50 -15 6.2 +0.4
MVP Roundhill Pro Sports Media & Apparel ETF 0.6 75 -40 0.0 -5.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.6 70 -35 5.0 -0.7
ICLN iShares Global Clean Energy ETF 0.6 42 -7 1.8 -4.0
QVAL Alpha Architect U.S. Quantitative Value ETF 0.6 49 -14 16.2 +10.4
IDNA iShares Genomics Immunology & Healthcare ETF 0.6 47 -12 -5.6 -11.3
PAWZ ProShares Pet Care ETF 0.6 50 -15 3.6 -2.2
CUT Invesco MSCI Global Timber ETF 0.6 61 -26 9.2 +3.4
SFYX Sofi Next 500 ETF 0.6 0 35 6.3 +0.5
VBR Vanguard Small Cap Value Index Fund 0.6 7 28 9.1 +3.3
HACK ETFMG Prime Cyber Security ETF 0.6 60 -25 3.7 -2.0
CIBR First Trust NASDAQ CEA Cybersecurity ETF 0.6 60 -25 3.3 -2.5
VB Vanguard Small-Cap ETF 0.5 5 30 6.6 +0.9
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.5 85 -50 5.5 -0.2
EZM WisdomTree U.S. MidCap Earnings Fund 0.5 38 -3 11.0 +5.3
FNX First Trust Mid Cap Core AlphaDEX Fund 0.5 60 -25 8.5 +2.8
IDLV Invesco S&P International Developed Low Volatility ETF 0.5 25 10 6.7 +0.9
FINX Global X FinTech Thematic ETF 0.5 68 -33 6.5 +0.8
JETS US Global Jets ETF 0.5 60 -25 -5.6 -11.3
VXF Vanguard Extended Market Index Fund 0.5 6 29 2.7 -3.1
PIO Invesco Global Water ETF 0.5 75 -40 5.1 -0.6
FIW First Trust Water ETF 0.5 54 -19 4.3 -1.4
PHO Invesco Water Resources ETF 0.5 60 -25 4.2 -1.5
VYMI Vanguard International High Dividend Yield ETF 0.5 27 8 11.3 +5.6
IDAT iShares Cloud 5G and Tech ETF 0.5 47 -12 7.1 +1.3
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 0.5 70 -35 5.0 -0.7
RDMX SPDR Bloomberg SASB Developed Markets EX US ESG Select ETF 0.5 12 23 8.0 +2.3
XHE SPDR S&P Health Care Equipment ETF 0.4 35 0 -1.5 -7.2
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.4 59 -24 14.5 +8.8
TINT ProShares Smart Materials ETF 0.4 58 -23 6.6 +0.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.4 7 28 6.1 +0.3
IHAK iShares Cybersecurity & Tech ETF 0.4 47 -12 4.0 -1.8
AESR Anfield U.S. Equity Sector Rotation ETF 0.4 146 -111 5.0 -0.7
NVQ QRAFT AI-Enhanced US Next Value ETF 0.4 75 -40 12.1 +6.3
VBK Vanguard Small-Cap Growth Index Fund 0.4 7 28 2.6 -3.1
TPIF Timothy Plan International ETF 0.4 62 -27 7.6 +1.8
IAI iShares U.S. Broker-Dealers ETF 0.4 41 -6 10.0 +4.3
AFMC First Trust Active Factor Mid Cap ETF 0.4 65 -30 10.5 +4.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.4 80 -45 6.9 +1.1
BOUT Innovator IBD Breakout Opportunities ETF 0.4 84 -49 8.0 +2.3
BKIE BNY Mellon International Equity ETF 0.3 4 31 7.8 +2.1
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.3 45 -10 9.1 +3.3
CIL VictoryShares International Volatility Weighted Index ETF 0.3 45 -10 7.8 +2.0
LOUP Innovator Loup Frontier Tech ETF 0.3 70 -35 7.3 +1.6
FNK First Trust Mid Cap Value AlphaDEX Fund 0.3 70 -35 10.6 +4.9
JRNY ALPS Global Travel Beneficiaries ETF 0.3 65 -30 1.0 -4.8
IBLC iShares Blockchain and Tech ETF 0.3 47 -12 1.0 -4.7
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.3 20 15 7.5 +1.7
SCHF Schwab International Equity ETF 0.3 6 29 8.1 +2.4
AQWA Global X Clean Water ETF 0.3 50 -15 5.0 -0.7
EBLU Ecofin Global Water ESG Fund 0.3 40 -5 4.8 -1.0
EVX VanEck Environmental Services ETF 0.3 55 -20 3.7 -2.1
IDEV iShares Core MSCI International Developed Markets ETF 0.3 5 30 7.7 +2.0
VEA Vanguard FTSE Developed Markets ETF 0.3 5 30 7.9 +2.1
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.3 45 -10 5.1 -0.6
VPN Global X Data Center REITs & Digital Infrastructure ETF 0.3 50 -15 5.0 -0.7
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF 0.3 60 -25 1.9 -3.9
NLR VanEck Uranium+Nuclear Energy ETF 0.3 61 -26 4.3 -1.4
SPDW SPDR Portfolio Developed World ex-US ETF 0.2 4 31 7.6 +1.9
PYZ Invesco DWA Basic Materials Momentum ETF 0.2 60 -25 11.8 +6.0
ACWX iShares MSCI ACWI ex U.S. ETF 0.2 32 3 8.0 +2.2
FNDF Schwab Fundamental International Large Co. Index ETF 0.2 25 10 9.5 +3.7
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.2 41 -6 7.5 +1.7
VEU Vanguard FTSE All-World ex-US Index Fund 0.2 8 27 8.1 +2.4
PDEV Principal International Multi-Factor Core Index ETF 0.2 25 10 0.0 -5.7
CWI SPDR MSCI ACWI ex-US ETF 0.2 30 5 7.8 +2.1
ISMD Inspire Small/Mid Cap Impact ETF 0.2 57 -22 6.7 +1.0
VXUS Vanguard Total International Stock ETF 0.2 8 27 8.0 +2.3
IXUS ishares Core MSCI Total International Stock ETF 0.2 9 26 8.0 +2.2
PXUS Principal International Adaptive Multi-Factor ETF 0.2 24 11 7.8 +2.0
FTRI First Trust Indxx Global Natural Resources Income ETF 0.2 70 -35 21.3 +15.6
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.2 25 10 8.4 +2.7
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.2 39 -4 8.6 +2.9
AMZA InfraCap MLP ETF 0.2 201 -166 3.9 -1.8
PXQ Invesco Dynamic Networking ETF 0.2 63 -28 4.6 -1.2
TMFM Motley Fool Mid-Cap Growth ETF 0.1 85 -50 4.6 -1.2
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.1 75 -40 3.9 -1.9
IDLB Invesco FTSE International Low Beta Equal Weight ETF 0.1 45 -10 7.8 +2.1
AVDE Avantis International Equity ETF 0.1 23 12 8.9 +3.1
IQIN IQ 500 International ETF 0.1 25 10 9.4 +3.7
FCLD Fidelity Cloud Computing ETF 0.1 39 -4 4.7 -1.1
DEEF Xtrackers FTSE Developed ex US Comprehensive Factor ETF 0.1 24 11 8.6 +2.9
ISZE iShares Edge MSCI Intl Size Factor ETF 0.1 30 5 7.3 +1.5
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 -4 8.3 +2.5
DFAI Dimensional International Core Equity Market ETF 0.1 18 17 7.3 +1.6
CIZ VictoryShares Developed Enhanced Volatility Weighted Index E 0.1 45 -10 7.4 +1.7
IMFL Invesco International Developed Dynamic Multifactor ETF 0.1 34 1 10.1 +4.4
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 31 4 9.1 +3.3
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.0 30 5 10.3 +4.5

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

  2017 2018 2019 2020 2021 2022E 2023E
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
  2021 2022E 2023E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
JPMorgan Equity Premium Income ETF
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

UNDERWEIGHT

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 20.8 %
Divided by: Fwd. P/BV 3.4 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 5.7 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.52 CATEGORY
AVERAGE
1.49
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

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

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

 

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