Jensen Quality Growth ETF
ALTAR
Score™		 4.8% info Recommen-
dation		 NEUTRAL
2024E    2025E
P/E
ratio		 28.1x P/Sales
ratio		 4.8x
P/BV
ratio		 8.2x Div.
yield		 1.2%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The Jensen Quality Growth ETF seeks to provide long-term capital appreciation by investing primarily in high-quality growth companies that demonstrate strong fundamentals and consistent earnings growth.

FUND BASICS
Category US Equities
Fund Sponsor Jensen
Website www.sec.gov/ix?doc=/Archives/edgar/data/1141819/000089418924004697/ck0001141819-20240813.htm
Inception date Aug 12, 2024
Assets (mns) $63
Currency USD
Expense ratio 57 bp
Distributions

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 27
Wgt avg mkt cap (mns) $783,201
Large cap (>$10bn) 100.0%
Mid cap ($2-10bn) 0.0%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
MICROSOFT CORP 7.2 %
APPLE INC 7.2 %
ACCENTURE PLC-CL A 7.1 %
STRYKER CORP 6.1 %
INTUIT INC 6.1 %
MARSH & MCLENNAN COS 6.0 %
ALPHABET INC. CLASS A 5.6 %
MASTERCARD INCORPORATED CLASS A 4.4 %
AUTOMATIC DATA PROCESSING 4.3 %
UNITEDHEALTH GROUP INC 3.9 %
Total 57.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 91.5 %
IRELAND 7.1 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-2.0% -- -- -- -2.0%

Market Correlations
versus... Beta R-squared
S&P500 -- --
MSCI EAFE -- --
MSCI Emg. Mkts. -- --

Technical Indicators
Recent close $26.28
30d moving avg. $0.00
Annualized volatility 0.0%
Short interest (ETF) 0.0%
Relative strength (RSI)

Liquidity measures
Avg. volume (thou.) 73
Turnover 3.0%
Bid/Ask (% of price) 0.00%
ADV underlying (mns) $34,888

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 711 potential alternatives to the Jensen Quality Growth ETF ETF based on the alternatives' overlap in portfolio holdings with JGRW. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: JGRW Expense: 57 bp ALTAR Score™: 4.8%


ALTERNATIVE ETFs BASED ON OVERLAP WITH JGRW
Ticker Fund
Name		 Overlap1
vs JGRW
(%)		 Expense
ratio
(bp)		 Savings
vs JGRW
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs JGRW
(%)
OUSA ALPS O'Shares U.S. Quality Dividend ETF 39.1 48 9 5.9 +1.1
ZECP Zacks Earnings Consistent Portfolio ETF 38.7 55 2 4.7 -0.1
LVOL American Century Low Volatility ETF 38.2 29 28 4.9 +0.1
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 36.8 49 8 5.3 +0.5
QLTY GMO U.S. Quality ETF 34.1 50 7 4.4 -0.4
USMC Principal U.S. Mega-Cap ETF 33.4 12 45 4.4 -0.4
STXD Strive 1000 Dividend Growth ETF 33.2 35 22 5.2 +0.4
FDLO Fidelity Low Volatility Factor ETF 32.8 15 42 5.3 +0.5
VSLU Applied Finance Valuation Large Cap ETF 32.3 49 8 5.6 +0.8
DGRW WisdomTree US Quality Dividend Growth Fund 32.1 28 29 6.0 +1.2
QUAL iShares MSCI USA Quality Factor ETF 31.3 15 42 5.3 +0.4
EMOT First Trust S&P 500 Economic Moat ETF 30.5 60 -3 6.8 +1.9
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 30.4 15 42 7.3 +2.5
SDEP SFP Core Equity Strategy 30.0 10 47 6.3 +1.5
SPHQ Invesco S&P 500 Quality ETF 29.8 15 42 5.7 +0.9
SNPG Xtrackers S&P 500 Growth ESG ETF 29.5 15 42 4.7 -0.2
VIG Vanguard Dividend Appreciation ETF 29.4 6 51 5.6 +0.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 29.4 9 48 4.9 +0.1
QDF FlexShares Quality Dividend Index Fund 29.2 37 20 4.2 -0.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 28.9 75 -18 4.3 -0.6
TOPT iShares Top 20 U.S. Stocks ETF 28.3 20 37 4.3 -0.5
XLG Invesco S&P 500 Top 50 ETF 28.0 20 37 4.5 -0.3
FQAL Fidelity Quality Factor ETF 27.4 15 42 5.8 +1.0
GDEF Goldman Sachs Defensive Equity ETF 27.1 55 2 4.7 -0.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 27.0 15 42 4.7 -0.1
LRGE ClearBridge Large Cap Growth ESG ETF 26.9 59 -2 3.5 -1.4
FLRG Fidelity U.S. Multifactor ETF 26.9 15 42 7.3 +2.5
OEF iShares S&P 100 ETF 26.8 20 37 4.8 -0.1
XPND First Trust Expanded Technology ETF 26.8 65 -8 4.5 -0.4
SNPE Xtrackers S&P 500 ESG ETF 26.8 10 47 5.1 +0.3
IWL iShares Russell Top 200 ETF 26.6 15 42 4.7 -0.1
MGC Vanguard Mega Cap ETF 26.5 7 50 4.8 0.0
FVAL Fidelity Value Factor ETF 26.3 15 42 7.1 +2.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 26.2 35 22 6.3 +1.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 26.0 10 47 5.3 +0.5
SPXN ProShares S&P 500 Ex-Financials ETF 26.0 9 48 5.1 +0.2
IWY iShares Russell Top 200 Growth ETF 25.9 20 37 4.6 -0.2
IOO iShares Global 100 ETF 25.8 41 16 4.8 +0.0
CACG ClearBridge All Cap Growth ESG ETF 25.8 54 3 3.7 -1.1
PFM Invesco Dividend Achievers ETF 25.8 53 4 5.3 +0.5
QDEF FlexShares Quality Dividend Defensive Index Fund 25.7 37 20 3.9 -0.9
QGRW WisdomTree U.S. Quality Growth Fund 25.7 28 29 4.7 -0.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 25.7 10 47 4.5 -0.3
GGUS Marketbeta Russell 1000 Growth Equity ETF 25.5 12 45 4.5 -0.4
SPXE ProShares S&P 500 Ex-Energy ETF 25.5 9 48 4.9 +0.1
CGUS Capital Group Core Equity ETF 25.5 33 24 4.4 -0.4
SXQG ETC 6 Meridian Quality Growth ETF 25.5 100 -43 4.0 -0.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 25.5 45 12 4.7 -0.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 25.3 20 37 4.9 +0.0
HLAL Wahed FTSE USA Shariah ETF 25.3 50 7 4.9 +0.1
IGM iShares Expanded Tech Sector ETF 25.2 41 16 4.4 -0.5
BDIV AAM Brentview Dividend Growth ETF 25.2 49 8 4.4 -0.4
HDUS Hartford Disciplined US Equity ETF 25.2 19 38 5.9 +1.1
STXG Strive 1000 Growth ETF 25.1 18 39 4.1 -0.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 25.1 10 47 4.4 -0.4
IWF iShares Russell 1000 Growth ETF 24.9 19 38 4.5 -0.4
DUHP Dimensional US High Profitability ETF 24.9 21 36 6.5 +1.6
VONG Vanguard Russell 1000 Growth ETF 24.9 8 49 4.6 -0.3
LGRO Level Four Large Cap Growth Active ETF 24.9 55 2 4.3 -0.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 24.9 7 50 4.9 +0.1
VUG Vanguard Growth ETF 24.9 4 53 4.0 -0.8
FBCG Fidelity Blue Chip Growth ETF 24.9 59 -2 2.8 -2.0
IVW iShares S&P 500 Growth ETF 24.8 18 39 4.5 -0.3
VOOG Vanguard S&P 500 Growth ETF 24.8 10 47 4.6 -0.3
SPYG SPDR Portfolio S&P 500 Growth ETF 24.8 4 53 4.6 -0.2
MGK Vanguard Mega Cap Growth ETF 24.7 7 50 4.3 -0.6
XVV iShares ESG Screened S&P 500 ETF 24.7 8 49 4.9 +0.1
CVLC Calvert US Large-Cap Core Responsible Index ETF 24.6 15 42 4.9 +0.1
GSPY Gotham Enhanced 500 ETF 24.5 50 7 5.2 +0.4
TDV ProShares S&P Technology Dividend Aristocrats ETF 24.4 45 12 5.6 +0.8
QTOP iShares Nasdaq Top 30 Stocks ETF 24.4 20 37 4.6 -0.2
IUSG iShares Core S&P U.S. Growth ETF 24.3 4 53 4.7 -0.2
SCHG Schwab U.S. Large-Cap Growth ETF 24.3 4 53 4.2 -0.6
BKLC BNY Mellon US Large Cap Core Equity ETF 24.3 0 57 5.0 +0.2
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 24.3 20 37 4.8 -0.0
CATH Global X S&P 500 Catholic Values Custom ETF 24.2 29 28 4.9 +0.1
VOTE TCW Transform 500 ETF 24.1 5 52 4.9 +0.1
FLQL Franklin LibertyQ U.S. Equity ETF 24.1 15 42 5.9 +1.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 24.1 7 50 5.0 +0.1
FDRR Fidelity Dividend ETF for Rising Rates 24.1 15 42 7.4 +2.6
QLV FlexShares US Quality Low Volatility Index Fund 24.0 22 35 3.8 -1.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 24.0 30 27 4.7 -0.1
SPXV ProShares S&P 500 Ex-Health Care ETF 24.0 9 48 4.7 -0.2
HAPI Harbor Human Capital Factor US Large Cap ETF 23.9 36 21 4.6 -0.3
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 23.9 15 42 6.4 +1.6
FSST Fidelity Sustainable U.S. Equity ETF 23.8 59 -2 2.4 -2.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 23.7 2 55 5.0 +0.2
IVV iShares Core S&P 500 ETF 23.6 3 54 5.0 +0.2
VOO Vanguard S&P 500 ETF 23.6 3 54 5.0 +0.2
DIA SPDR Dow Jones Industrial Average ETF Trust 23.6 16 41 5.4 +0.6
SPY SPDR S&P 500 ETF Trust 23.6 9 48 5.0 +0.1
SPLG SPDR Portfolio S&P 500 ETF 23.6 2 55 5.0 +0.2
BKWO BNY Mellon Women's Opportunities ETF 23.6 50 7 3.9 -0.9
ADME Aptus Drawdown Managed Equity ETF 23.6 79 -22 4.0 -0.8
FELG Fidelity Enhanced Large Cap Growth ETF 23.5 18 39 4.6 -0.2
ESGV Vanguard ESG U.S. Stock ETF 23.5 9 48 4.8 -0.1
RVRB Reverb ETF 23.5 30 27 4.7 -0.2
RECS Columbia Research Enhanced Core ETF 23.4 15 42 5.5 +0.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 23.4 14 43 5.0 +0.2
STRV Strive 500 ETF 23.3 5 52 4.9 +0.1
BDAIX Baron Durable Advantage 23.3 75 -18 3.7 -1.1
VV Vanguard Large-Cap ETF 23.3 4 53 4.9 +0.1
FELC Fidelity Enhanced Large Cap Core ETF 23.2 18 39 5.3 +0.5
BGRO iShares Large Cap Growth Active ETF 23.2 55 2 3.6 -1.3
EPS WisdomTree U.S. LargeCap Fund 23.2 8 49 5.9 +1.1
JPEF JPMorgan Equity Focus ETF 23.2 50 7 4.0 -0.9
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 23.2 15 42 5.7 +0.9
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 22.9 65 -8 3.7 -1.1
BTHM BlackRock Future U.S. Themes ETF 22.9 60 -3 4.2 -0.6
USCL iShares Climate Conscious & Transition MSCI USA ETF 22.7 8 49 5.0 +0.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 22.7 10 47 5.1 +0.3
XLK Technology Select Sector SPDR Fund 22.7 9 48 5.1 +0.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 22.7 11 46 4.9 +0.1
RND First Trust Bloomberg R&D Leaders ETF 22.7 60 -3 3.5 -1.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 22.7 50 7 4.2 -0.6
QQQ Invesco QQQ Trust Series I 22.7 20 37 4.5 -0.3
QQQM Invesco NASDAQ 100 ETF 22.7 15 42 4.6 -0.2
QLC FlexShares US Quality Large Cap Index Fund 22.6 25 32 5.4 +0.5
RFFC ALPS Active Equity Opportunity ETF 22.6 48 9 4.5 -0.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 22.6 19 38 6.2 +1.4
QQMG Invesco ESG NASDAQ 100 ETF 22.5 20 37 4.7 -0.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 22.5 32 25 4.8 +0.0
SCHX Schwab U.S. Large-Cap ETF 22.3 3 54 5.0 +0.2
BEEZ Honeytree U.S. Equity ETF 22.3 64 -7 4.7 -0.2
SUSL iShares ESG MSCI USA Leaders ETF 22.3 10 47 5.1 +0.3
ILCB iShares Morningstar U.S. Equity ETF 22.3 3 54 4.9 +0.1
PBUS Invesco MSCI USA ETF 22.3 4 53 5.0 +0.1
QVML Invesco S&P 500 QVM Multi-factor ETF 22.2 11 46 4.8 +0.0
SHE SPDR MSCI USA Gender Diversity ETF 22.2 20 37 4.9 +0.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 22.2 9 48 5.4 +0.6
PSET Principal Quality ETF 22.1 15 42 5.3 +0.5
MODL VictoryShares WestEnd U.S. Sector ETF 22.1 42 15 4.7 -0.1
LCLG Logan Capital Broad Innovative Growth ETF 22.1 99 -42 4.6 -0.3
WOMN Impact Shares YWCA Women's Empowerment ETF 22.0 75 -18 4.7 -0.2
LRND IQ U.S. Large Cap R&D Leaders ETF 22.0 14 43 6.1 +1.2
TMFC Motley Fool 100 Index ETF 21.9 50 7 3.7 -1.1
EDOW First Trust Dow 30 Equal Weight ETF 21.8 50 7 5.5 +0.6
ESGU iShares ESG Aware MSCI USA ETF 21.8 15 42 5.0 +0.2
NACP Impact Shares NAACP Minority Empowerment ETF 21.7 49 8 5.0 +0.1
SCHK Schwab 1000 Index ETF 21.7 5 52 5.0 +0.2
LCF Touchstone US Large Cap Focused ETF 21.7 69 -12 4.1 -0.7
DLN WisdomTree U.S. LargeCap Dividend Fund 21.7 28 29 5.7 +0.9
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 21.7 3 54 5.1 +0.3
IYW iShares U.S. Technology ETF 21.6 40 17 4.4 -0.4
GQQQ Astoria US Quality Growth Kings ETF 21.6 35 22 6.3 +1.5
JHDV John Hancock U.S. High Dividend ETF 21.6 34 23 6.2 +1.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 21.6 29 28 4.3 -0.5
SUSA iShares MSCI USA ESG Select ETF 21.5 25 32 5.0 +0.2
IYY iShares Dow Jones U.S. ETF 21.5 20 37 4.8 -0.0
VONE Vanguard Russell 1000 ETF 21.5 8 49 4.9 +0.1
IWB iShares Russell 1000 ETF 21.5 15 42 4.8 +0.0
VNSE Natixis Vaughan Nelson Select ETF 21.4 80 -23 3.2 -1.6
APUE ActivePassive U.S. Equity ETF 21.4 45 12 4.8 -0.0
QUS SPDR MSCI USA StrategicFactors ETF 21.4 15 42 5.7 +0.9
DSI iShares MSCI KLD 400 Social ETF 21.4 25 32 5.0 +0.2
DEMZ Democratic Large Cap Core ETF 21.0 45 12 4.2 -0.6
ONEQ Fidelity Nasdaq Composite Index ETF 21.0 21 36 3.8 -1.0
RAFE PIMCO RAFI ESG U.S. ETF 21.0 29 28 7.2 +2.4
JGLO JPMorgan Global Select Equity ETF 20.9 33 24 4.5 -0.4
SCHB Schwab U.S. Broad Market ETF 20.8 3 54 4.9 +0.1
VEGN US Vegan Climate ETF 20.8 60 -3 4.5 -0.3
EGUS iShares ESG Aware MSCI USA Growth ETF 20.7 18 39 4.5 -0.4
DFUS Dimensional U.S. Equity ETF 20.7 9 48 4.9 +0.0
KRMA Global X Conscious Companies ETF 20.7 43 14 5.7 +0.9
NULC Nuveen ESG Large-Cap ETF 20.6 21 36 5.3 +0.5
THRO iShares U.S. Thematic Rotation Active ETF 20.5 90 -33 3.9 -1.0
GLBL Pacer MSCI World Industry Advantage ETF 20.5 65 -8 4.7 -0.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 20.5 3 54 4.8 -0.0
ILCG iShares Morningstar Growth ETF 20.5 4 53 3.9 -0.9
DGRO iShares Core Dividend Growth ETF 20.5 8 49 6.3 +1.5
VTI Vanguard Total Stock Market ETF 20.4 3 54 4.7 -0.1
IWV iShares Russell 3000 ETF 20.4 20 37 4.7 -0.2
VTHR Vanguard Russell 3000 ETF 20.4 10 47 4.7 -0.1
LEAD Siren DIVCON Leaders Dividend ETF 20.3 43 14 5.1 +0.3
DARP Grizzle Growth ETF 20.0 75 -18 3.3 -1.5
OALC OneAscent Large Cap Core ETF 20.0 86 -29 4.3 -0.5
INCE Franklin Income Equity Focus ETF 20.0 29 28 5.7 +0.8
DFAU Dimensional US Core Equity Market ETF 19.9 12 45 5.0 +0.2
BGIG Bahl & Gaynor Income Growth ETF 19.8 45 12 5.0 +0.2
FTEC Fidelity MSCI Information Technology Index ETF 19.6 8 49 4.6 -0.3
IPDP Dividend Performers ETF 19.5 122 -65 5.2 +0.3
DVND Touchstone Dividend Select ETF 19.4 67 -10 5.8 +1.0
IXN iShares Global Tech ETF 19.4 41 16 4.5 -0.3
ILCV iShares Morningstar Value ETF 19.3 4 53 6.2 +1.4
VGT Vanguard Information Technology ETF 19.3 10 47 4.4 -0.4
LRGC AB US Large Cap Strategic Equities ETF 19.2 48 9 4.6 -0.3
LRGF iShares U.S. Equity Factor ETF 19.1 8 49 5.6 +0.8
DRUP GraniteShares Nasdaq Select Disruptors ETF 19.0 60 -3 3.9 -1.0
FDVV Fidelity High Dividend ETF 19.0 15 42 8.7 +3.9
DTD WisdomTree U.S. Total Dividend Fund 18.9 28 29 6.0 +1.2
IUS Invesco RAFI Strategic US ETF 18.9 19 38 6.8 +2.0
IETC iShares U.S. Tech Independence Focused ETF 18.9 18 39 4.5 -0.3
FFLC Fidelity Fundamental Large Cap Core ETF 18.8 38 19 4.8 -0.1
HART IQ Healthy Hearts ETF 18.8 45 12 5.0 +0.2
JQUA JPMorgan U.S. Quality Factor ETF 18.5 12 45 5.8 +0.9
AVSU Avantis Responsible U.S. Equity ETF 18.5 15 42 6.1 +1.3
SPMV Invesco S&P 500 Minimum Variance ETF 18.4 10 47 5.5 +0.6
JGRO JPMorgan Active Growth ETF 18.4 44 13 3.5 -1.4
FMIL Fidelity New Millennium ETF 18.1 59 -2 4.8 -0.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 18.1 15 42 4.1 -0.8
SWP SWP Growth & Income ETF 18.0 99 -42 4.1 -0.7
RAYD Rayliant Quantitative Developed Market Equity ETF 18.0 80 -23 3.8 -1.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 17.9 18 39 5.6 +0.8
ACVF American Conservative Values ETF 17.9 75 -18 4.2 -0.6
KOKU Xtrackers MSCI Kokusai Equity ETF 17.9 9 48 5.2 +0.4
TECB iShares U.S. Tech Breakthrough Multisector ETF 17.9 40 17 3.8 -1.0
FTCS First Trust Capital Strength ETF 17.8 55 2 5.7 +0.9
ESGG FlexShares STOXX Global ESG Select Index Fund 17.7 42 15 5.1 +0.3
DFSU Dimensional US Sustainability Core 1 ETF 17.7 18 39 5.4 +0.6
DFVX Dimensional US Large Cap Vector ETF 17.7 22 35 6.1 +1.3
SSPX Janus Henderson U.S. Sustainable Equity ETF 17.6 55 2 4.3 -0.6
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 17.5 39 18 4.0 -0.8
CGDV Capital Group Dividend Value ETF 17.5 33 24 5.6 +0.8
TTAC FCF US Quality ETF 17.5 59 -2 6.3 +1.4
DCOR Dimensional US Core Equity 1 ETF 17.5 14 43 5.3 +0.5
JHML John Hancock Multifactor Large Cap ETF 17.4 29 28 5.3 +0.5
TOK iShares MSCI Kokusai ETF 17.3 26 31 5.0 +0.2
INRO iShares U.S. Industry Rotation Active ETF 17.3 42 15 4.5 -0.4
CARZ First Trust NASDAQ Global Auto Index Fund 17.2 70 -13 3.8 -1.0
FFOG Franklin Focused Growth ETF FOCUSED GROWTH ETF 17.2 61 -4 2.8 -2.0
SFY SoFi Select 500 ETF 17.1 0 57 4.5 -0.4
CAML Congress Large Cap Growth ETF 17.1 66 -9 3.2 -1.7
VUSE Vident U.S. Equity Strategy ETF 17.1 50 7 4.4 -0.5
AFLG First Trust Active Factor Large Cap ETF 17.0 55 2 5.8 +1.0
HKND Humankind US Stock ETF 16.8 11 46 7.1 +2.3
USMV iShares MSCI USA Min Vol Factor ETF 16.8 15 42 5.6 +0.8
PCGG Polen Capital Global Growth ETF 16.7 85 -28 3.5 -1.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 16.7 56 1 5.9 +1.1
PWB Invesco Large Cap Growth ETF 16.6 56 1 3.2 -1.6
DFAC Dimensional U.S. Core Equity 2 ETF 16.6 17 40 5.3 +0.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 16.5 25 32 5.2 +0.4
BTECX Baron Technology 16.5 75 -18 2.4 -2.5
FCPI Fidelity Stocks for Inflation ETF 16.5 15 42 8.1 +3.3
DIVL Madison Dividend Value ETF 16.4 65 -8 5.5 +0.7
YLDE ClearBridge Dividend Strategy ESG ETF 16.4 60 -3 4.9 +0.1
URTH iShares MSCI World ETF 16.4 24 33 5.2 +0.4
GK AdvisorShares Gerber Kawasaki ETF 16.2 75 -18 3.3 -1.6
FDMO Fidelity Momentum Factor ETF 16.1 15 42 4.0 -0.9
KLMT Invesco MSCI Global Climate 500 ETF 16.1 10 47 5.4 +0.6
NANC Unusual Whales Subversive Democratic Trading ETF 16.0 75 -18 3.9 -0.9
BELT iShares Long-Term U.S. Equity Active ETF 15.8 75 -18 3.5 -1.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 15.7 25 32 5.6 +0.8
VERS ProShares Metaverse ETF 15.7 58 -1 -16.0 -20.9
USSE Segall Bryant & Hamill Select Equity ETF 15.6 65 -8 3.7 -1.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 15.6 12 45 4.8 -0.0
GGRW Gabelli Growth Innovators ETF 15.6 90 -33 2.5 -2.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 15.6 20 37 5.2 +0.3
NULG Nuveen ESG Large-Cap Growth ETF 15.3 26 31 4.1 -0.7
QWLD SPDR MSCI World StrategicFactors ETF 15.3 30 27 5.9 +1.1
AVUS Avantis U.S. Equity ETF 15.2 15 42 5.6 +0.8
MMTM SPDR S&P 1500 Momentum Tilt ETF 15.2 12 45 4.5 -0.3
RFDA RiverFront Dynamic US Dividend Advantage ETF 15.2 52 5 5.3 +0.5
FNDX Schwab Fundamental US Large Co. Index ETF 15.1 25 32 6.8 +2.0
DJD Invesco Dow Jones Industrial Average Dividend ETF 15.1 7 50 7.6 +2.8
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 15.0 106 -49 3.5 -1.3
BLCR iShares Large Cap Core Active ETF 15.0 36 21 4.9 +0.1
ACWI iShares MSCI ACWI ETF 14.7 32 25 5.3 +0.5
HUSV First Trust Horizon Managed Volatility Domestic ETF 14.6 70 -13 4.4 -0.5
XDAT Franklin Exponential Data ETF 14.6 50 7 2.8 -2.0
ACSI American Customer Satisfaction ETF 14.4 65 -8 4.4 -0.4
GLOF iShares Global Equity Factor ETF 14.3 20 37 7.0 +2.2
CHAT Roundhill Generative AI & Technology ETF 14.3 75 -18 3.8 -1.0
TDIV First Trust NASDAQ Technology Dividend Index Fund 14.3 50 7 5.7 +0.9
PNQI Invesco NASDAQ Internet ETF 14.2 60 -3 2.3 -2.5
SFYF SoFi Social 50 ETF 14.2 29 28 -2.2 -7.0
FNDB Schwab Fundamental US Broad Market Index ETF 14.0 25 32 6.8 +1.9
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 14.0 5 52 7.3 +2.5
PY Principal Value ETF 14.0 15 42 7.0 +2.2
CHGX AXS Change Finance ESG ETF 14.0 49 8 5.3 +0.5
CGGR Capital Group Growth ETF 13.9 39 18 3.2 -1.6
FMET Fidelity Metaverse ETF 13.9 39 18 5.4 +0.6
JEPI JPMorgan Equity Premium Income ETF 13.8 35 22 5.1 +0.3
METV Roundhill Ball Metaverse ETF 13.8 59 -2 3.4 -1.5
NTZG Nuveen Global Net Zero Transition ETF 13.8 56 1 4.7 -0.1
NUDV Nuveen ESG Dividend ETF 13.7 26 31 7.0 +2.2
DIVB iShares Core Dividend ETF 13.6 5 52 7.5 +2.7
WRND IQ Global Equity R&D Leaders ETF 13.6 18 39 7.5 +2.7
BIOPX Baron Opportunity Retail 13.6 75 -18 1.0 -3.8
FTGS First Trust Growth Strength ETF 13.6 60 -3 5.4 +0.6
DIVS SmartETFs Dividend Builder ETF 13.6 65 -8 5.0 +0.2
NULV Nuveen ESG Large-Cap Value ETF 13.6 26 31 6.7 +1.9
CRTC Xtrackers US National Critical Technologies ETF 13.6 35 22 5.1 +0.3
SAMT Strategas Macro Thematic Opportunities ETF 13.5 65 -8 4.1 -0.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 13.5 9 48 5.4 +0.5
SPXT ProShares S&P 500 Ex-Technology ETF 13.5 9 48 5.3 +0.5
JMOM JPMorgan U.S. Momentum Factor ETF 13.4 12 45 4.5 -0.3
KOCG FIS Knights of Columbus Global Belief ETF 13.4 75 -18 5.0 +0.2
XNTK SPDR NYSE Technology ETF 13.3 35 22 4.2 -0.7
MGV Vanguard Mega Cap Value ETF 13.3 7 50 6.4 +1.6
IWX iShares Russell Top 200 Value ETF 13.3 20 37 6.0 +1.2
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 13.3 50 7 7.6 +2.8
FDWM Fidelity Women's Leadership ETF 13.2 59 -2 4.7 -0.2
VT Vanguard Total World Stock ETF 13.2 7 50 5.5 +0.7
SHRY First Trust Bloomberg Shareholder Yield ETF 13.2 60 -3 6.9 +2.0
CGGO Capital Group Global Growth Equity ETF 13.2 47 10 4.6 -0.3
BFIIX Baron FinTech 13.1 75 -18 3.4 -1.4
CLOD Themes Cloud Computing ETF 13.1 35 22 2.6 -2.2
EVUS iShares ESG Aware MSCI USA Value ETF 13.1 18 39 6.4 +1.6
GDIV Harbor Dividend Growth Leaders ETF 13.1 50 7 5.8 +1.0
EQWL Invesco S&P 100 Equal Weight ETF 12.9 25 32 6.3 +1.5
FCTE SMI 3Fourteen Full-Cycle Trend ETF 12.9 85 -28 7.9 +3.1
CWS AdvisorShares Focused Equity ETF 12.8 84 -27 4.6 -0.2
MILN Global X Millennial Consumer ETF 12.8 50 7 2.6 -2.2
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 12.6 49 8 5.0 +0.2
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 12.6 57 0 5.9 +1.1
EQUL IQ Engender Equality ETF 12.3 45 12 5.7 +0.9
JVAL JPMorgan U.S. Value Factor ETF 12.3 12 45 7.8 +2.9
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 12.2 75 -18 3.4 -1.5
TOLL Tema Monopolies and Oligopolies ETF 12.2 75 -18 3.3 -1.5
ROUS Hartford Multifactor US Equity ETF 12.2 19 38 6.5 +1.7
OGIG ALPS O'Shares Global Internet Giants ETF 12.2 48 9 1.9 -2.9
XMAG Defiance Large Cap ex-Mag 7 ETF 12.1 35 22 5.1 +0.3
RJMG FT Raymond James Multicap Growth Equity ETF 12.0 85 -28 2.3 -2.6
MBCC Monarch Blue Chips Core ETF 12.0 125 -68 3.4 -1.4
GBUY Goldman Sachs Future Consumer Equity ETF 12.0 75 -18 3.3 -1.5
IYJ iShares U.S. Industrials ETF 11.9 40 17 4.5 -0.3
DFNV Donoghue Forlines Innovation ETF 11.9 69 -12 4.7 -0.2
INEQ Columbia International Equity Income ETF 11.9 45 12 6.6 +1.8
SIXA ETC 6 Meridian Mega Cap Equity ETF 11.8 80 -23 5.8 +0.9
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 11.6 15 42 9.3 +4.5
PDP Invesco Dorsey Wright Momentum ETF 11.6 62 -5 3.2 -1.6
MBOX Freedom Day Dividend ETF 11.6 39 18 7.4 +2.6
RGEF Rockefeller Global Equity ETF 11.5 55 2 5.0 +0.1
VFMV Vanguard U.S. Minimum Volatility ETF 11.4 13 44 5.0 +0.2
SNPV Xtrackers S&P 500 Value ESG ETF 11.3 15 42 6.4 +1.6
PRF Invesco FTSE RAFI US 1000 ETF 11.3 39 18 6.8 +1.9
FDCF Fidelity Disruptive Communications ETF 11.3 50 7 2.6 -2.3
KNCT Invesco Next Gen Connectivity ETF 11.3 40 17 5.6 +0.8
IGV iShares Expanded Tech-Software Sector ETF 11.3 41 16 2.3 -2.6
AIQ Global X Artificial Intelligence & Technology ETF 11.2 68 -11 4.0 -0.8
PTF Invesco Dorsey Wright Technology Momentum ETF 11.1 60 -3 1.5 -3.3
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 11.1 12 45 5.3 +0.4
MOTE VanEck Morningstar ESG Moat ETF 11.0 49 8 5.2 +0.4
ARVR First Trust Indxx Metaverse ETF 11.0 70 -13 0.8 -4.0
RWL Invesco S&P 500 Revenue ETF 10.9 39 18 6.7 +1.9
BMVP Invesco Bloomberg MVP Multi-factor ETF 10.9 29 28 6.4 +1.6
WISE Themes Generative Artificial Intelligence ETF 10.9 35 22 0.5 -4.3
RDVY First Trust Rising Dividend Achievers ETF 10.9 50 7 9.1 +4.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 10.7 25 32 5.2 +0.3
SPLV Invesco S&P 500 Low Volatility ETF 10.7 25 32 5.1 +0.3
ALTL Pacer Lunt Large Cap Alternator ETF 10.7 60 -3 4.8 +0.0
VOOV Vanguard S&P 500 Value ETF 10.6 10 47 6.3 +1.5
RUNN Running Oak Efficient Growth ETF 10.6 58 -1 4.5 -0.3
IVE iShares S&P 500 Value ETF 10.6 18 39 6.3 +1.4
VYM Vanguard High Dividend Yield Index ETF 10.6 6 51 6.8 +2.0
SPYV SPDR Portfolio S&P 500 Value ETF 10.6 4 53 6.4 +1.6
SQEW LeaderShares Equity Skew ETF 10.4 81 -24 3.9 -1.0
IYH iShares U.S. Healthcare ETF 10.4 40 17 6.6 +1.8
SCHV Schwab U.S. Large-Cap Value ETF 10.4 4 53 6.4 +1.6
XLV Health Care Select Sector SPDR Fund 10.4 9 48 7.4 +2.6
VTV Vanguard Value ETF 10.4 4 53 6.6 +1.7
GURU Global X Guru Index ETF 10.3 75 -18 1.7 -3.2
KRUZ Unusual Whales Subversive Republican Trading ETF 10.3 75 -18 5.4 +0.6
FCTR First Trust Lunt U.S. Factor Rotation ETF 10.2 65 -8 2.7 -2.2
RVER Trenchless Fund ETF 10.2 65 -8 2.9 -1.9
USXF iShares ESG Advanced MSCI USA ETF 10.1 10 47 5.0 +0.2
FDTX Fidelity Disruptive Technology ETF 10.1 50 7 2.8 -2.1
NETZ TCW Transform Systems ETF 10.0 75 -18 3.6 -1.3
MVPS Amplify Thematic All-Stars ETF 10.0 49 8 2.7 -2.2
BFTHX Baron Fifth Avenue Growth Retail 10.0 75 -18 1.7 -3.2
FDIV MarketDesk Focused U.S. Dividend ETF 9.9 35 22 5.1 +0.3
IUSV iShares Core S&P US Value ETF 9.9 4 53 6.4 +1.6
RSPT Invesco S&P 500 Equal Weight Technology ETF 9.9 40 17 5.7 +0.9
VHT Vanguard Health Care ETF 9.8 10 47 5.7 +0.9
TBG TBG Dividend Focus ETF 9.8 59 -2 6.8 +1.9
ROE Astoria US Quality Kings ETF 9.7 49 8 7.2 +2.4
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 9.7 35 22 4.6 -0.3
CLNR IQ Cleaner Transport ETF 9.7 45 12 6.8 +2.0
VLU SPDR S&P 1500 Value Tilt ETF 9.5 12 45 6.7 +1.8
BUZZ VanEck Social Sentiment ETF 9.5 75 -18 0.3 -4.6
TMDV ProShares Russell US Dividend Growers ETF 9.5 35 22 5.9 +1.1
SDY SPDR S&P Dividend ETF 9.4 35 22 5.9 +1.1
FHLC Fidelity MSCI Health Care Index ETF 9.4 8 49 6.0 +1.2
POWA Invesco Bloomberg Pricing Power ETF 9.4 40 17 5.6 +0.8
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 9.3 58 -1 5.0 +0.2
IXJ iShares Global Healthcare ETF 9.3 42 15 6.5 +1.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 9.2 79 -22 4.6 -0.2
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 9.2 68 -11 2.1 -2.7
GVUS Marketbeta Russell 1000 Value Equity ETF 9.2 12 45 6.2 +1.4
VALQ American Century U.S. Quality Value ETF 9.2 29 28 7.4 +2.6
NOBL ProShares S&P 500 Dividend Aristocrats ETF 9.2 35 22 5.8 +1.0
FCLD Fidelity Cloud Computing ETF 9.1 39 18 3.1 -1.8
QUVU Hartford Quality Value ETF 9.0 46 11 6.6 +1.8
AUSF Global X Adaptive U.S. Factor ETF 9.0 27 30 8.6 +3.7
AGQI First Trust Active Global Quality Income ETF 8.9 85 -28 5.9 +1.0
GINN Goldman Sachs Innovate Equity ETF 8.9 52 5 2.8 -2.1
ACWV iShares MSCI Global Min Vol Factor ETF 8.9 20 37 6.3 +1.5
DURA VanEck Durable High Dividend ETF 8.8 29 28 7.4 +2.6
FDG American Century Focused Dynamic Growth ETF 8.8 45 12 2.6 -2.2
VONV Vanguard Russell 1000 Value ETF 8.8 8 49 6.3 +1.4
IWD iShares Russell 1000 Value ETF 8.8 19 38 6.1 +1.3
IQM Franklin Intelligent Machines ETF 8.7 50 7 3.2 -1.6
DIVZ TrueShares Low Volatility Equity Income ETF 8.7 65 -8 7.2 +2.4
ARTY iShares Future AI & Tech ETF 8.6 47 10 3.8 -1.0
HLGE Hartford Longevity Economy ETF 8.5 44 13 6.0 +1.1
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 8.4 15 42 6.9 +2.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 8.4 29 28 6.4 +1.6
HDV iShares Core High Dividend ETF 8.4 8 49 7.1 +2.3
SCHD Schwab US Dividend Equity ETF 8.4 6 51 9.2 +4.4
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 8.4 65 -8 3.9 -0.9
BHCHX Baron Health Care Strategy 8.4 75 -18 -0.8 -5.6
AOTG AOT Growth and Innovation ETF 8.3 75 -18 3.1 -1.7
VSDA VictoryShares Dividend Accelerator ETF 8.3 35 22 6.7 +1.9
FDFF Fidelity Disruptive Finance ETF 8.3 50 7 4.1 -0.7
JAVA JPMorgan Active Value ETF 8.2 44 13 5.7 +0.9
GVIP Goldman Sachs Hedge Industry VIP ETF 8.2 45 12 4.8 -0.1
PWV Invesco Large Cap Value ETF 8.1 55 2 6.9 +2.1
XLI Industrial Select Sector SPDR Fund 8.1 9 48 4.2 -0.6
IVRS iShares Future Metaverse Tech and Communications ETF 8.1 47 10 -4.9 -9.7
NBDS Neuberger Berman Disrupters ETF 8.1 55 2 1.5 -3.3
HAPY Harbor Human Capital Factor Unconstrained ETF 8.0 50 7 4.4 -0.4
VFQY Vanguard U.S. Quality Factor ETF 7.9 13 44 7.5 +2.7
DSTL Distillate US Fundamental Stability & Value ETF 7.9 39 18 7.6 +2.8
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 7.8 61 -4 1.2 -3.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 7.8 20 37 6.4 +1.5
MGRO VanEck Morningstar Wide Moat Growth ETF 7.7 49 8 4.7 -0.1
INNO Harbor Disruptive Innovation ETF 7.6 75 -18 1.6 -3.2
AIEQ AI Powered Equity ETF 7.5 75 -18 3.9 -1.0
KONG Formidable Fortress ETF 7.5 89 -32 5.5 +0.7
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 7.4 60 -3 7.7 +2.9
LIVR Intelligent Livermore ETF 7.4 69 -12 6.0 +1.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 7.4 60 -3 3.9 -1.0
SKYY First Trust Cloud Computing ETF 7.3 60 -3 2.8 -2.0
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 7.3 75 -18 6.1 +1.3
RSPN Invesco S&P 500 Equal Weight Industrials ETF 7.3 40 17 4.1 -0.7
JOET Virtus Terranova US Quality Momentum ETF 7.3 29 28 4.7 -0.1
WUGI AXS Esoterica NextG Economy ETF 7.2 75 -18 2.5 -2.3
GGME Invesco Next Gen Media and Gaming ETF 7.2 60 -3 3.5 -1.3
CGDG Capital Group Dividend Growers ETF 7.2 47 10 6.6 +1.8
AVLV Avantis U.S. Large Cap Value ETF 7.2 15 42 7.1 +2.3
FDN First Trust Dow Jones Internet Index Fund 7.1 52 5 3.2 -1.6
FDND FT Vest Dow Jones Internet & Target Income ETF 7.1 75 -18 3.0 -1.9
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7.0 60 -3 4.6 -0.2
STXV Strive 1000 Value ETF 6.9 18 39 7.5 +2.7
FELV Fidelity Enhanced Large Cap Value ETF 6.9 18 39 6.4 +1.6
QTUM Defiance Quantum ETF 6.9 40 17 3.6 -1.2
DGT SPDR Global Dow ETF 6.9 50 7 6.8 +2.0
TRFM AAM Transformers ETF 6.9 49 8 2.0 -2.9
OCEN IQ Clean Oceans ETF 6.8 45 12 6.1 +1.2
ANEW ProShares MSCI Transformational Changes ETF 6.8 45 12 3.6 -1.3
GDVD R3 Global Dividend Growth ETF 6.8 88 -31 5.5 +0.7
SYNB Putnam BioRevolution ETF 6.8 70 -13 3.0 -1.8
TOGA Tremblant Global ETF 6.8 69 -12 1.9 -3.0
RPG Invesco S&P 500 Pure Growth ETF 6.8 35 22 3.5 -1.4
RSPH Invesco S&P 500 Equal Weight Health Care ETF 6.7 40 17 8.0 +3.2
PFI Invesco Dorsey Wright Financial Momentum ETF 6.7 60 -3 5.0 +0.2
AIVC Amplify Bloomberg AI Value Chain ETF 6.7 59 -2 5.8 +1.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 6.6 60 -3 4.0 -0.9
WTAI WisdomTree Artificial Intelligence and Innovation Fund 6.6 45 12 3.1 -1.7
CFA VictoryShares US 500 Volatility Wtd ETF 6.6 35 22 5.6 +0.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 6.6 40 17 5.6 +0.7
PINK Simplify Health Care ETF 6.5 50 7 3.3 -1.5
CCMG CCM Global Equity ETF 6.5 34 23 7.6 +2.7
FIDU Fidelity MSCI Industrial Index ETF 6.5 8 49 4.5 -0.3
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 6.5 27 30 7.1 +2.3
KNO AXS Knowledge Leaders ETF 6.3 78 -21 4.9 +0.1
FIVG Defiance Next Gen Connectivity ETF 6.3 30 27 5.8 +1.0
FMED Fidelity Disruptive Medicine ETF 6.3 50 7 -0.4 -5.2
VIS Vanguard Industrials ETF 6.3 10 47 4.2 -0.6
YALL God Bless America ETF 6.3 65 -8 3.2 -1.7
USRD Themes US R&D Champions ETF 6.2 29 28 7.0 +2.1
IHI iShares U.S. Medical Devices ETF 6.1 40 17 3.9 -1.0
IVES Wedbush ETFMG Global Cloud Technology ETF 6.1 68 -11 5.8 +0.9
PTL Inspire 500 ETF 6.1 9 48 5.6 +0.8
BUYZ Franklin Disruptive Commerce ETF 6.1 50 7 1.8 -3.0
FTXL First Trust Nasdaq Semiconductor ETF 6.1 60 -3 7.2 +2.4
SMH VanEck Semiconductor ETF 6.1 35 22 5.3 +0.5
SOXQ Invesco PHLX Semiconductor ETF 6.1 19 38 5.3 +0.4
SOXX iShares Semiconductor ETF 6.1 35 22 6.6 +1.8
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 6.1 40 17 5.3 +0.5
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 6.1 8 49 6.0 +1.2
IYK iShares U.S. Consumer Staples ETF 6.1 40 17 6.6 +1.8
KXI iShares Global Consumer Staples ETF 6.1 41 16 5.7 +0.9
XLP Consumer Staples Select Sector SPDR Fund 6.1 9 48 6.5 +1.6
VDC Vanguard Consumer Staples ETF 6.1 10 47 5.9 +1.1
XLF Financial Select Sector SPDR Fund 6.0 9 48 5.3 +0.5
DRIV Global X Autonomous & Electric Vehicles ETF 6.0 68 -11 4.8 -0.0
FVD First Trust Value Line Dividend Index Fund 6.0 65 -8 6.3 +1.4
WFH Direxion Work From Home ETF 6.0 45 12 6.0 +1.1
FNCL Fidelity MSCI Financials Index ETF 5.9 8 49 5.6 +0.8
BDGS Bridges Capital Tactical ETF 5.9 78 -21 0.0 -4.8
MOAT VanEck Morningstar Wide Moat ETF 5.9 46 11 5.6 +0.8
SSPY Syntax Stratified LargeCap ETF 5.8 30 27 6.3 +1.5
LEGR First Trust Indxx Innovative Transaction & Process ETF 5.8 65 -8 8.2 +3.3
FTXH First Trust Nasdaq Pharmaceuticals ETF 5.8 60 -3 9.8 +5.0
PPH VanEck Pharmaceutical ETF 5.8 36 21 9.6 +4.8
IHE iShares U.S. Pharmaceuticals ETF 5.8 40 17 8.7 +3.9
BIBL Inspire 100 ETF 5.8 35 22 5.1 +0.2
VFH Vanguard Financials ETF 5.8 10 47 5.7 +0.9
QDIV Global X S&P 500 Quality Dividend ETF 5.7 20 37 7.5 +2.7
XPH SPDR S&P Pharmaceuticals ETF 5.7 35 22 5.5 +0.6
MDLV Morgan Dempsey Large Cap Value ETF 5.7 58 -1 7.8 +3.0
AGNG Global X Aging Population ETF 5.6 50 7 4.2 -0.6
FCOM Fidelity MSCI Communication Services Index ETF 5.6 8 49 4.5 -0.4
FFND Future Fund Active ETF 5.6 100 -43 -0.7 -5.5
FPAG FPA Global Equity ETF 5.6 49 8 5.4 +0.6
IGPT Invesco AI and Next Gen Software ETF 5.6 60 -3 3.8 -1.0
IXP iShares Global Comm Services ETF 5.6 42 15 5.1 +0.2
XLC Communication Services Select Sector SPDR Fund 5.6 9 48 5.6 +0.8
VOX Vanguard Communication Services ETF 5.6 10 47 4.4 -0.5
IYC iShares U.S. Consumer Discretionary ETF 5.6 40 17 3.4 -1.5
SPHB Invesco S&P 500 High Beta ETF 5.6 25 32 3.5 -1.3
NBCC Neuberger Berman Next Generation Connected Consumer ETF 5.6 56 1 1.1 -3.7
XLY Consumer Discretionary Select Sector SPDR Fund 5.6 9 48 4.7 -0.1
VOT Vanguard Mid-Cap Growth ETF 5.6 7 50 3.4 -1.5
PSI Invesco Semiconductors ETF 5.5 57 0 6.3 +1.5
QGRO American Century U.S. Quality Growth ETF 5.4 29 28 4.4 -0.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 5.4 9 48 5.8 +0.9
IEDI iShares U.S. Consumer Focused ETF 5.4 18 39 5.1 +0.3
SURE AdvisorShares Insiders Advantage ETF 5.3 90 -33 9.3 +4.4
FINX Global X FinTech ETF 5.3 68 -11 2.6 -2.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 5.2 49 8 4.4 -0.4
FBCV Fidelity Blue Chip Value ETF 5.2 59 -2 7.0 +2.2
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 5.2 40 17 8.3 +3.5
RSP Invesco S&P 500 Equal Weight ETF 5.1 20 37 6.1 +1.2
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 5.1 40 17 3.9 -0.9
SOCL Global X Social Media ETF 5.1 65 -8 -6.4 -11.2
MVAL VanEck Morningstar Wide Moat Value ETF 5.1 49 8 6.4 +1.6
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 5.0 60 -3 5.0 +0.1
FDIS Fidelity MSCI Consumer Discretionary Index ETF 5.0 8 49 4.5 -0.3
FUNL CornerCap Fundametrics Large-Cap ETF 5.0 50 7 6.7 +1.9
PEXL Pacer US Export Leaders ETF 5.0 60 -3 5.7 +0.8
FLV American Century Focused Large Cap Value ETF 4.9 42 15 6.4 +1.6
QNXT iShares Nasdaq-100 ex Top 30 ETF 4.9 20 37 5.2 +0.4
UDI USCF Dividend Income Fund 4.9 65 -8 7.3 +2.5
VCR Vanguard Consumer Discretionary ETF 4.8 10 47 4.4 -0.5
FXH First Trust Health Care AlphaDEX Fund 4.8 62 -5 6.3 +1.4
RXI iShares Global Consumer Discretionary ETF 4.8 41 16 5.4 +0.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.8 18 39 7.2 +2.4
EXI iShares Global Industrials ETF 4.7 42 15 4.5 -0.3
SIXG Defiance Connective Technologies ETF 4.7 30 27 5.1 +0.3
TXS Texas Capital Texas Equity Index ETF 4.7 49 8 4.7 -0.1
IXG iShares Global Financials ETF 4.6 42 15 6.2 +1.4
DIVG Invesco S&P 500 High Dividend Growers ETF 4.6 39 18 7.5 +2.7
IYG iShares US Financial Services ETF 4.4 40 17 5.0 +0.2
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 4.4 75 -18 4.7 -0.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 4.3 52 5 5.1 +0.3
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 4.3 65 -8 1.6 -3.2
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.3 58 -1 5.0 +0.2
FTC First Trust Large Cap Growth AlphaDEX Fund 4.3 59 -2 2.4 -2.4
EUSA iShares MSCI USA Equal Weighted ETF 4.3 9 48 5.7 +0.9
FBOT Fidelity Disruptive Automation ETF 4.2 50 7 3.6 -1.2
MRAD SmartETFs Advertising & Marketing Technology ETF 4.2 68 -11 5.5 +0.7
VIRS Pacer BioThreat Strategy ETF 4.1 70 -13 6.1 +1.3
GSFP Goldman Sachs Future Planet Equity ETF 4.1 75 -18 4.2 -0.6
SIZE iShares MSCI USA Size Factor ETF 4.1 15 42 5.6 +0.8
SPGP Invesco S&P 500 GARP ETF 4.0 34 23 7.9 +3.1
MEDI Harbor Health Care ETF 3.9 80 -23 1.4 -3.4
IHF iShares U.S. Healthcare Providers ETF 3.9 40 17 6.6 +1.8
BARAX Baron Asset Retail 3.8 75 -18 3.4 -1.4
PKW Invesco Buyback Achievers ETF 3.7 62 -5 6.4 +1.6
SDOG ALPS Sector Dividend Dogs ETF 3.7 36 21 9.2 +4.4
TMFG Motley Fool Global Opportunities ETF 3.7 85 -28 3.2 -1.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 3.7 35 22 7.6 +2.8
MTUM iShares MSCI USA Momentum Factor ETF 3.6 15 42 4.1 -0.7
ISHP First Trust Nasdaq Retail ETF 3.6 60 -3 2.9 -2.0
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 3.6 38 19 7.6 +2.8
ITAN Sparkline Intangible Value ETF 3.6 50 7 5.9 +1.1
IBUY Amplify Online Retail ETF 3.6 65 -8 1.4 -3.5
CVAR Cultivar ETF 3.5 87 -30 6.7 +1.9
DEUS Xtrackers Russell US Multifactor ETF 3.5 17 40 6.9 +2.1
REVS Columbia Research Enhanced Value ETF 3.5 19 38 7.4 +2.5
ITB iShares U.S. Home Construction ETF 3.5 40 17 10.6 +5.8
SRHQ SRH U.S. Quality ETF 3.4 35 22 7.7 +2.8
FTXG First Trust Nasdaq Food & Beverage ETF 3.4 60 -3 6.8 +1.9
PAWZ ProShares Pet Care ETF 3.4 50 7 3.8 -1.1
MOO VanEck Agribusiness ETF 3.4 53 4 9.7 +4.9
CLOU Global X Cloud Computing ETF 3.3 68 -11 1.8 -3.0
FXL First Trust Technology AlphaDEX Fund 3.3 61 -4 5.1 +0.2
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 3.3 49 8 10.4 +5.6
IWTR iShares MSCI Water Management Multisector ETF 3.3 47 10 5.0 +0.2
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.2 60 -3 5.5 +0.7
TMFM Motley Fool Mid-Cap Growth ETF 3.2 85 -28 3.0 -1.8
BMED Future Health ETF 3.2 85 -28 -0.2 -5.1
IBOT Vaneck Robotics ETF 3.1 47 10 4.1 -0.7
ROKT SPDR S&P Kensho Final Frontiers ETF 3.1 45 12 2.4 -2.4
XSD SPDR S&P Semiconductor ETF 3.1 35 22 4.9 +0.1
BFOR ALPS Barron's 400 ETF 3.0 65 -8 5.6 +0.8
FMAT Fidelity MSCI Materials Index ETF 3.0 8 49 6.4 +1.6
RSPM Invesco S&P 500 Equal Weight Materials ETF 3.0 40 17 7.9 +3.1
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 3.0 40 17 6.3 +1.5
XLB Materials Select Sector SPDR Fund 3.0 9 48 6.2 +1.4
VAW Vanguard Materials ETF 3.0 10 47 6.3 +1.5
NUMV Nuveen ESG Mid-Cap Value ETF 3.0 31 26 6.6 +1.8
DTEC ALPS Disruptive Technologies ETF 3.0 50 7 3.7 -1.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.9 65 -8 0.2 -4.6
VO Vanguard Mid-Cap ETF 2.9 4 53 5.3 +0.5
SIXL ETC 6 Meridian Low Beta Equity ETF 2.9 80 -23 4.2 -0.6
ETHO Etho Climate Leadership U.S. ETF 2.9 47 10 3.4 -1.4
XT iShares Exponential Technologies ETF 2.9 46 11 4.8 -0.1
EVX VanEck Environmental Services ETF 2.8 55 2 3.3 -1.5
RNEW VanEck Green Infrastructure ETF 2.8 45 12 -1.5 -6.3
IDU iShares U.S. Utilities ETF 2.8 40 17 4.8 +0.0
CCSO Carbon Collective Climate Solutions US Equity ETF 2.8 35 22 1.9 -2.9
LSAF LeaderShares AlphaFactor US Core Equity ETF 2.8 75 -18 6.8 +2.0
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.8 75 -18 2.9 -2.0
TINY ProShares Nanotechnology ETF 2.8 58 -1 1.9 -2.9
BULD Pacer BlueStar Engineering the Future ETF 2.8 60 -3 1.7 -3.1
INFL Horizon Kinetics Inflation Beneficiaries ETF 2.8 85 -28 3.5 -1.3
IMCG iShares Morningstar Mid-Cap Growth ETF 2.8 6 51 4.0 -0.9
BLCV iShares Large Cap Value Active ETF 2.7 53 4 8.1 +3.3
IBLC iShares Blockchain and Tech ETF 2.6 47 10 -1.7 -6.5
ULVM VictoryShares US Value Momentum ETF 2.6 20 37 7.0 +2.2
HOMZ Hoya Capital Housing ETF 2.6 30 27 7.0 +2.2
KEAT Keating Active ETF 2.6 85 -28 0.0 -4.8
CZAR Themes Natural Monopoly ETF 2.5 35 22 6.3 +1.4
MXI iShares Global Materials ETF 2.5 41 16 7.0 +2.2
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 2.5 40 17 6.3 +1.5
OPTZ Optimize Strategy Index ETF 2.5 50 7 2.9 -1.9
RSPF Invesco S&P 500 Equal Weight Financials ETF 2.5 40 17 6.2 +1.3
TTAI FCF International Quality ETF 2.5 59 -2 5.6 +0.8
KOMP SPDR S&P Kensho New Economies Composite ETF 2.5 20 37 1.0 -3.8
WCEO Hypatia Women CEO ETF 2.5 85 -28 4.2 -0.6
PJP Invesco Pharmaceuticals ETF 2.4 57 0 10.3 +5.5
MEDX Horizon Kinetics Medical ETF 2.4 85 -28 -0.3 -5.1
DFLV Dimensional US Large Cap Value ETF 2.4 22 35 7.4 +2.6
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 2.4 75 -18 4.6 -0.3
MDEV First Trust Indxx Medical Devices ETF 2.4 70 -13 4.3 -0.5
PRAY FIS Christian Stock Fund 2.3 69 -12 5.9 +1.1
ONEO SPDR Russell 1000 Momentum Focus ETF 2.3 20 37 6.8 +2.0
IWP iShares Russell Mid-Cap Growth ETF 2.3 23 34 3.1 -1.7
IYF iShares U.S. Financials ETF 2.3 40 17 5.4 +0.6
WDNA WisdomTree BioRevolution Fund 2.2 45 12 -3.8 -8.6
ICAP InfraCap Equity Income Fund ETF 2.2 171 -114 6.0 +1.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.2 64 -7 1.8 -3.0
FEX First Trust Large Cap Core AlphaDEX Fund 2.1 59 -2 5.6 +0.7
XHS SPDR S&P Health Care Services ETF 2.1 35 22 6.3 +1.5
MAGA Point Bridge America First ETF 2.1 72 -15 5.6 +0.8
MOTG VanEck Morningstar Global Wide Moat ETF 2.1 52 5 5.6 +0.8
USMF WisdomTree U.S. Multifactor Fund 2.0 28 29 7.1 +2.3
BFGFX Baron Focused Growth Retail 1.9 75 -18 3.1 -1.7
EQAL Invesco Russell 1000 Equal Weight ETF 1.9 20 37 6.3 +1.4
VFMO Vanguard U.S. Momentum Factor ETF 1.9 13 44 2.1 -2.7
XHE SPDR S&P Health Care Equipment ETF 1.9 35 22 1.8 -3.0
XSW SPDR S&P Software & Services ETF 1.9 35 22 1.5 -3.3
MOTO SmartETFs Smart Transportation & Technology ETF 1.8 68 -11 7.3 +2.5
PPA Invesco Aerospace & Defense ETF 1.8 58 -1 2.5 -2.4
MADE iShares U.S. Manufacturing ETF 1.8 40 17 5.5 +0.7
NUMG Nuveen ESG Mid-Cap Growth ETF 1.8 31 26 3.4 -1.4
KIE SPDR S&P Insurance ETF 1.8 35 22 6.0 +1.2
JSTC Adasina Social Justice All Cap Global ETF 1.8 89 -32 4.9 +0.1
SPMO Invesco S&P 500 Momentum ETF 1.8 13 44 3.8 -1.0
BTEK Future Tech ETF 1.7 88 -31 2.3 -2.6
FIXT Procure Disaster Recovery Strategy ETF 1.7 75 -18 5.8 +1.0
RTH VanEck Retail ETF 1.7 35 22 6.3 +1.5
XHB SPDR S&P Homebuilders ETF 1.7 35 22 10.0 +5.2
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 1.7 61 -4 6.0 +1.2
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.7 52 5 6.7 +1.9
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.6 68 -11 -0.1 -5.0
WTV WisdomTree US Value Fund of Benef Interest 1.6 12 45 8.7 +3.9
EATZ AdvisorShares Restaurant ETF 1.6 101 -44 3.2 -1.6
VFMF Vanguard U.S. Multifactor ETF 1.5 18 39 8.5 +3.7
FDIG Fidelity Crypto Industry and Digital Payments ETF 1.5 39 18 -1.7 -6.5
SATO Invesco Alerian Galaxy Crypto Economy ETF 1.5 61 -4 -2.4 -7.2
BWEB Bitwise Web3 ETF 1.5 85 -28 0.7 -4.1
ARKF ARK Fintech Innovation ETF 1.5 75 -18 -0.4 -5.2
IMCB iShares Morningstar Mid-Cap ETF 1.5 4 53 5.7 +0.9
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 1.4 55 2 2.9 -2.0
BLES Inspire Global Hope ETF 1.4 61 -4 6.4 +1.6
SPRX Spear Alpha ETF 1.4 75 -18 2.3 -2.5
TMFX Motley Fool Next Index ETF 1.4 50 7 2.8 -2.1
BITQ Bitwise Crypto Industry Innovators ETF 1.4 85 -28 -1.9 -6.7
GVLU Gotham 1000 Value ETF 1.4 50 7 7.4 +2.6
FLDZ RiverNorth Patriot ETF 1.3 75 -18 5.2 +0.3
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.3 30 27 8.2 +3.4
FXD First Trust Consumer Discretionary AlphaDEX Fund 1.3 61 -4 6.2 +1.3
TPHD Timothy Plan High Dividend Stock ETF 1.3 52 5 5.9 +1.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.3 54 3 5.9 +1.1
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.3 58 -1 4.6 -0.2
NXTG First Trust Indxx NextG ETF 1.3 70 -13 6.2 +1.4
BOUT Innovator IBD Breakout Opportunities ETF 1.2 81 -24 3.6 -1.2
BNE Blue Horizon BNE ETF 1.2 87 -30 4.6 -0.2
FITE SPDR S&P Kensho Future Security ETF 1.2 45 12 2.2 -2.6
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.2 47 10 5.5 +0.6
JHMM John Hancock Multifactor Mid Cap ETF 1.2 42 15 6.1 +1.2
BPAY BlackRock Future Financial and Technology ETF 1.1 70 -13 8.2 +3.4
SMAP Amplify Small-Mid Cap Equity ETF 1.1 60 -3 4.6 -0.2
DUSA Davis Select U.S. Equity ETF 1.1 61 -4 7.1 +2.3
GINX SGI Enhanced Global Income ETF 1.0 98 -41 5.6 +0.8
FSCS First Trust SMID Capital Strength ETF 1.0 60 -3 5.8 +1.0
DFUV Dimensional US Marketwide Value ETF 1.0 22 35 7.2 +2.3
BCDF Horizon Kinetics Blockchain Development ETF 1.0 85 -28 3.9 -0.9
FTA First Trust Large Cap Value AlphaDEX Fund 1.0 59 -2 8.2 +3.4
BLOK Amplify Transformational Data Sharing ETF 1.0 75 -18 0.0 -4.8
XITK SPDR FactSet Innovative Technology ETF 1.0 45 12 2.2 -2.6
IWR iShares Russell Midcap ETF 1.0 19 38 5.4 +0.6
SPVM Invesco S&P 500 Value with Momentum ETF 0.9 39 18 7.8 +3.0
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 0.9 60 -3 6.1 +1.2
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.8 20 37 7.6 +2.8
FMDE Fidelity Enhanced Mid Cap ETF 0.8 23 34 6.0 +1.2
ARKW ARK Next Generation Internet ETF 0.7 87 -30 -0.7 -5.5
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.7 30 27 7.9 +3.1
IGE iShares North American Natural Resources ETF 0.7 41 16 6.1 +1.3
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.7 60 -3 8.7 +3.9
SMOT VanEck Morningstar SMID Moat ETF 0.6 49 8 5.8 +1.0
UFO Procure Space ETF 0.6 75 -18 -2.0 -6.8
DVY iShares Select Dividend ETF 0.6 38 19 8.0 +3.2
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.5 45 12 -0.6 -5.4
IWS iShares Russell Mid-Cap Value ETF 0.5 23 34 6.2 +1.4
FAB First Trust Multi Cap Value AlphaDEX Fund 0.5 67 -10 8.6 +3.7
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 0.5 85 -28 -0.3 -5.1
VOE Vanguard Mid-Cap Value ETF 0.4 7 50 6.9 +2.1
SPVU Invesco S&P 500 Enhanced Value ETF 0.4 13 44 8.9 +4.1
ABCS Alpha Blue Capital US Small-Mid Cap Dynamic ETF 0.3 27 30 0.0 -4.8
APIE ActivePassive International Equity ETF 0.3 45 12 8.1 +3.3
TDVG T. Rowe Price Dividend Growth ETF 0.2 50 7 4.8 -0.1
TGRW T. Rowe Price Growth Stock ETF 0.2 52 5 3.7 -1.1
ERNZ TrueShares Active Yield ETF 0.2 75 -18 10.9 +6.1
IMCV iShares Morningstar Mid-Cap Value ETF 0.1 6 51 7.5 +2.7
TCHP T. Rowe Price Blue Chip Growth ETF 0.1 57 0 3.4 -1.5
TEQI T. Rowe Price Equity Income ETF 0.0 54 3 3.8 -1.0

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

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RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

Forward
multiple:		 Jensen Quality Growth ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 37.2 %
Divided by: Fwd. P/BV 6.9 x
Less: Expense ratio 57 bp
Equals: ALTAR Score 4.8 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.56 CATEGORY
AVERAGE		 1.57
 
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.