John Hancock Multifactor Media & Communications ETF
ALTAR
Score™
0.0% info Recommen-
dation
AVOID
2022E    2023E
P/E
ratio
0.0x P/Sales
ratio
0.0x
P/BV
ratio
0.0x Div.
yield
0.0%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
JHCS seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the John Hancock Dimensional Media and Communications Index.

FUND BASICS
Category US Equities
Fund Sponsor John Hancock
Website www.jhinvestments.com
Inception date Mar 12, 2019
Assets (mns) $12
Currency USD
Expense ratio 40 bp
Distributions Semi-annual

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 52
Wgt avg mkt cap (mns) $0
Large cap (>$10bn) 0.0%
Mid cap ($2-10bn) 0.0%
Small cap (<$2bn) 0.0%
Developed mkts 0.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
WARNER BROS. DISCOVERY, INC. SERIE 6.5 %
AT&T INC 6.2 %
WALT DISNEY CO/THE 5.8 %
VERIZON COMMUNICATIONS INC 5.4 %
COMCAST CORP-CL A 5.4 %
NETFLIX INC 4.4 %
TWITTER INC 4.3 %
T-MOBILE US, INC. 4.3 %
ELECTRONIC ARTS INC 4.1 %
ACTIVISION BLIZZARD INC 3.5 %
Total 50.0 %

TOP COUNTRY EXPOSURE
0.0 %











HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru November 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-30.6% -28.5% -- -- 0.2%

Market Correlations
versus... Beta R-squared
S&P500 0.99 81%
MSCI EAFE 0.97 76%
MSCI Emg. Mkts. 0.76 53%

Technical Indicators
Recent close $24.27
30d moving avg. $24.25
Annualized volatility 23.1%
Short interest (ETF) 0.0%
Short interest (Underlying) 4.4%
Relative strength (RSI) 86

Liquidity measures
Avg. volume (thou.) 2
Turnover 0.4%
Bid/Ask (% of price) 0.48%
ADV underlying (mns) $0

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 709 potential alternatives to the John Hancock Multifactor Media & Communications ETF ETF based on the alternatives' overlap in portfolio holdings with JHCS. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: JHCS Expense: 40 bp ALTAR Score™: 0.0%


ALTERNATIVE ETFs BASED ON OVERLAP WITH JHCS
Ticker Fund
Name
Overlap1
vs JHCS
(%)
Expense
ratio
(bp)
Savings
vs JHCS
(bp)
ALTAR
Score™
(%)
ALTAR
vs JHCS
(%)
EWCO Invesco S&P 500 Equal Weight Communication Services ETF 68.3 40 0 10.0 +10.0
XLC Communication Services Select Sector SPDR Fund 67.9 10 30 9.4 +9.4
VOX Vanguard Telecommunication Services Index Fund 66.2 10 30 7.2 +7.2
FCOM Fidelity MSCI Telecommunication Services Index ETF 66.2 8 32 7.2 +7.2
IXP iShares Global Comm Services ETF 46.3 40 0 9.5 +9.5
PBS Invesco Dynamic Media ETF 35.4 63 -23 24.5 +24.5
IYZ iShares U.S. Telecommunications ETF 28.3 39 1 10.1 +10.1
BNGE First Trust S-Network Streaming and Gaming ETF 27.1 70 -30 0.8 +0.8
SUBS Fount Subscription Economy ETF 21.4 70 -30 5.4 +5.4
PNQI Invesco NASDAQ Internet ETF 17.5 60 -20 3.6 +3.6
FPAG FPA Global Equity ETF 17.2 49 -9 6.8 +6.8
OND ProShares On-Demand ETF 17.2 58 -18 -5.8 -5.8
MILN Global X Millennial Consumer ETF 16.8 50 -10 3.0 +3.0
PEJ Invesco Dynamic Leisure & Entertainment ETF 16.4 55 -15 4.7 +4.7
FMET Fidelity Metaverse ETF 16.2 39 1 6.4 +6.4
GBUY Goldman Sachs Future Consumer Equity ETF 15.9 75 -35 3.3 +3.3
MTVR Fount Metaverse ETF 15.8 70 -30 7.2 +7.2
FDN First Trust Dow Jones Internet Index Fund 15.5 51 -11 3.3 +3.3
GVIP Goldman Sachs Hedge Industry VIP ETF 15.3 45 -5 5.1 +5.1
QYLD Global X NASDAQ 100 Covered Call ETF 14.5 60 -20 5.6 +5.6
QRMI Global X NASDAQ 100 Risk Managed Income ETF 14.5 60 -20 5.6 +5.6
ARVR First Trust Indxx Metaverse ETF 14.4 70 -30 6.3 +6.3
NUSI Nationwide Risk-Managed Income ETF 14.4 68 -28 5.5 +5.5
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 14.3 60 -20 5.5 +5.5
CGGR Capital Group Growth ETF 14.2 39 1 4.7 +4.7
XTL SPDR S&P Telecom ETF 14.2 35 5 6.0 +6.0
QQQ Invesco QQQ Trust 14.0 20 20 6.0 +6.0
QQQM Invesco NASDAQ 100 ETF 14.0 15 25 6.4 +6.4
GENY Principal Millennials Index ETF 14.0 45 -5 5.0 +5.0
QTR Global X NASDAQ 100 Tail Risk ETF 13.9 60 -20 5.6 +5.6
QCLR Global X NASDAQ 100 Collar 95-110 ETF 13.9 60 -20 5.6 +5.6
VERS ProShares Metaverse ETF 13.8 58 -18 -4.4 -4.4
IWFH iShares Virtual Work and Life Multisector ETF 13.8 47 -7 -1.3 -1.3
METV Roundhill Ball Metaverse ETF 13.7 59 -19 5.4 +5.4
BUZZ VanEck Social Sentiment ETF 13.5 75 -35 1.6 +1.6
IYC iShares U.S. Consumer Services ETF 13.5 39 1 4.1 +4.1
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 13.0 15 25 7.5 +7.5
OGIG O'Shares Global Internet Giants ETF 12.9 48 -8 0.4 +0.4
ANEW ProShares MSCI Transformational Changes ETF 12.8 45 -5 5.0 +5.0
HVAL ALPS Hillman Active Value ETF 12.7 55 -15 7.7 +7.7
HERO Global X Video Games & Esports ETF 12.7 50 -10 9.3 +9.3
SPXT ProShares S&P 500 Ex-Technology ETF 12.6 27 13 6.3 +6.3
GK AdvisorShares Gerber Kawasaki ETF 12.5 81 -41 5.0 +5.0
ESPO VanEck Video Gaming & eSports ETF 12.4 55 -15 8.4 +8.4
QQMG Invesco ESG NASDAQ 100 ETF 12.4 20 20 6.5 +6.5
ACSI American Customer Satisfaction Core Alpha ETF 11.9 65 -25 4.6 +4.6
TECB iShares US Tech Breakthrough Multisector ETF 11.8 40 0 6.1 +6.1
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 11.8 21 19 4.5 +4.5
IGM iShares Expanded Tech Sector ETF 11.7 40 0 5.9 +5.9
MGK Vanguard Mega Cap Growth ETF 11.4 7 33 5.5 +5.5
VUG Vanguard Growth Index Fund 11.3 4 36 5.3 +5.3
GAMR ETFMG Video Game Tech ETF 11.1 75 -35 8.5 +8.5
PLAT WisdomTree Modern Tech Platforms Fund 11.0 20 20 -0.1 -0.1
JOYY Infusive Compounding Global Equities ETF 10.9 51 -11 0.0 0.0
XLG Invesco S&P 500 Top 50 ETF 10.9 20 20 5.8 +5.8
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 10.9 47 -7 6.2 +6.2
ITAN Sparkline Intangible Value ETF 10.8 50 -10 7.7 +7.7
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 10.7 60 -20 5.4 +5.4
VEGN US Vegan Climate ETF 10.7 60 -20 6.0 +6.0
FIVG Defiance Next Gen Connectivity ETF 10.6 30 10 6.8 +6.8
ZGEN Generation Z ETF 10.6 63 -23 -6.1 -6.1
FTQI First Trust Nasdaq BuyWrite Income ETF 10.4 85 -45 4.2 +4.2
SPXV ProShares S&P 500 Ex-Health Care ETF 10.3 27 13 5.9 +5.9
OEF iShares S&P 100 ETF 10.3 20 20 6.1 +6.1
SFYF SoFi 50 ETF 10.3 29 11 -3.6 -3.6
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 10.2 20 20 5.4 +5.4
SPXN ProShares S&P 500 Ex-Financials ETF 10.2 27 13 6.1 +6.1
BYTE Roundhill IO Digital Infrastructure ETF 10.2 76 -36 4.7 +4.7
IUS Invesco Strategic US ETF 10.2 19 21 7.6 +7.6
PZLG Puzzle Mature Growth 10.1 10 30 5.7 +5.7
IVSG Invesco Select Growth ETF 10.1 48 -8 4.1 +4.1
UGCE Uncommon Portfolio Design Core Equity ETF 10.1 65 -25 0.0 0.0
SOCL Global X Social Media ETF 10.0 65 -25 0.5 +0.5
GRZZ Grizzle Growth ETF 10.0 75 -35 7.4 +7.4
IYW iShares U.S. Technology ETF 10.0 39 1 6.3 +6.3
IETC iShares Evolved U.S. Technology ETF 10.0 18 22 5.8 +5.8
HKND Humankind US Stock ETF 9.9 11 29 7.6 +7.6
ODDS Pacer BlueStar Digital Entertainment ETF 9.9 60 -20 6.6 +6.6
VR Global X Metaverse ETF 9.9 50 -10 8.6 +8.6
CGUS Capital Group Core Equity ETF 9.9 33 7 6.3 +6.3
SDOG ALPS Sector Dividend Dogs ETF 9.8 40 0 9.7 +9.7
QQQN VictoryShares Nasdaq Next 50 ETF 9.7 18 22 6.5 +6.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 9.7 50 -10 6.4 +6.4
SCHG Schwab U.S. Large-Cap Growth ETF 9.7 40 0 4.7 +4.7
SHE SPDR SSGA Gender Diversity Index ETF 9.6 20 20 6.4 +6.4
GSPY Gotham Enhanced 500 ETF 9.6 50 -10 6.8 +6.8
XWEB SPDR S&P Internet ETF 9.6 35 5 -4.5 -4.5
VDNI V-Shares US Leadership Diversity ETF 9.5 29 11 6.6 +6.6
AIQ Global X Future Analytics Tech ETF 9.5 68 -28 5.5 +5.5
IWX iShares Russell Top 200 Value ETF 9.5 20 20 7.3 +7.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 9.3 15 25 13.7 +13.7
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 9.2 7 33 6.2 +6.2
EQOP Natixis U.S. Equity Opportunities ETF 9.2 85 -45 6.1 +6.1
SPXE ProShares S&P 500 Ex-Energy ETF 9.2 27 13 6.1 +6.1
LRND IQ U.S. Large Cap R&D Leaders ETF 9.2 14 26 7.6 +7.6
PUNK Subversive Metaverse ETF 9.1 75 -35 2.6 +2.6
DIVB iShares U.S. Dividend & Buyback ETF 9.0 5 35 7.9 +7.9
EPS WisdomTree U.S. Earnings 500 Fund 9.0 8 32 7.6 +7.6
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 8.9 35 5 5.9 +5.9
NERD Roundhill BITKRAFT Esports & Digital Entertainment ETF 8.9 50 -10 18.1 +18.1
KNGS UPHOLDINGS Compound Kings ETF 8.9 60 -20 5.1 +5.1
PSJ Invesco Dynamic Software ETF 8.8 56 -16 3.3 +3.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 8.8 10 30 6.5 +6.5
SUSL iShares ESG MSCI USA Leaders ETF 8.7 10 30 6.2 +6.2
GBLO Global Beta Low Beta ETF 8.7 29 11 0.0 0.0
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 8.7 10 30 6.2 +6.2
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 8.7 12 28 6.2 +6.2
EQWL Invesco Russell Top 200 Equal Weight ETF 8.7 25 15 7.2 +7.2
XITK SPDR FactSet Innovative Technology ETF 8.6 45 -5 -3.3 -3.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 8.6 35 5 7.6 +7.6
CACG ClearBridge All Cap Growth ETF 8.6 53 -13 4.4 +4.4
XVV iShares ESG Screened S&P 500 ETF 8.5 8 32 6.3 +6.3
VOOG Vanguard S&P 500 Growth ETF 8.5 10 30 6.1 +6.1
IVW iShares S&P 500 Growth ETF 8.5 18 22 6.0 +6.0
SPYG SPDR Portfolio S&P 500 Growth ETF 8.5 4 36 6.1 +6.1
DSI iShares MSCI KLD 400 Social ETF 8.5 25 15 6.3 +6.3
MOAT VanEck Morningstar Wide Moat ETF 8.5 47 -7 6.3 +6.3
IWL iShares Russell Top 200 ETF 8.5 15 25 6.1 +6.1
IUSG iShares Core S&P US Growth ETF 8.4 4 36 6.2 +6.2
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 8.4 57 -17 5.8 +5.8
XNTK SPDR NYSE Technology ETF 8.4 35 5 5.6 +5.6
SPDV AAM S&P 500 High Dividend Value ETF 8.4 29 11 11.2 +11.2
ESGV Vanguard ESG U.S. Stock ETF 8.4 9 31 6.2 +6.2
MMLG First Trust Multi-Manager Large Growth ETF 8.3 85 -45 3.0 +3.0
DIVZ TrueShares Low Volatility Equity Income ETF 8.3 65 -25 10.2 +10.2
MGC Vanguard Mega Cap Index Fund 8.3 7 33 6.1 +6.1
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 8.3 47 -7 -0.2 -0.2
BKLC BNY Mellon US Large Cap Core Equity ETF 8.2 0 40 6.2 +6.2
RUFF Alpha Dog ETF 8.2 90 -50 5.7 +5.7
GFGF Guru Favorite Stocks ETF 8.1 65 -25 6.6 +6.6
ECOZ TrueMark ESG Active Opportunities ETF 8.1 58 -18 5.1 +5.1
EQUL IQ Engender Equality ETF 8.1 45 -5 7.3 +7.3
USMV iShares Edge MSCI Min Vol USA ETF 8.1 15 25 6.0 +6.0
FDRR Fidelity Dividend ETF for Rising Rates 8.1 29 11 7.9 +7.9
XPND First Trust Expanded Technology ETF 8.1 65 -25 6.4 +6.4
EFIV SPDR S&P 500 ESG ETF 8.0 10 30 6.4 +6.4
TMFC Motley Fool 100 Index ETF 8.0 50 -10 5.1 +5.1
DFUV Dimensional US Marketwide Value ETF 8.0 23 17 8.4 +8.4
TMFX Motley Fool Next Index ETF 8.0 50 -10 3.8 +3.8
VFMV Vanguard U.S. Minimum Volatility ETF 8.0 13 27 6.6 +6.6
QLC FlexShares US Quality Large Cap Index Fund 7.9 25 15 7.0 +7.0
XYLD Global X S&P 500 Covered Call ETF 7.9 60 -20 5.8 +5.8
PBP Invesco S&P 500 BuyWrite ETF 7.9 49 -9 5.9 +5.9
MRND IQ U.S. Mid Cap R&D Leaders ETF 7.9 16 24 2.2 +2.2
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF 7.9 58 -18 4.2 +4.2
XRMI Global X S&P 500 Risk Managed Income ETF 7.9 60 -20 5.8 +5.8
QUS SPDR MSCI USA StrategicFactors ETF 7.9 15 25 6.7 +6.7
ILCG iShares Morningstar Growth ETF 7.9 4 36 5.0 +5.0
NACP Impact Shares NAACP Minority Empowerment ETF 7.9 49 -9 6.1 +6.1
QQQJ Invesco NASDAQ Next Gen 100 ETF 7.9 15 25 4.3 +4.3
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 7.9 20 20 6.2 +6.2
GGRW Gabelli Growth Innovators ETF 7.8 90 -50 3.8 +3.8
IQSU IQ Candriam ESG US Equity ETF 7.8 9 31 5.9 +5.9
SNPE Xtrackers S&P 500 ESG ETF 7.8 10 30 6.4 +6.4
ESGS Columbia Sustainable U.S. Equity Income ETF 7.8 35 5 7.6 +7.6
XYLG Global X S&P 500 Covered Call & Growth ETF 7.7 60 -20 5.8 +5.8
IUSA Amberwave Invest USA JSG Fund 7.7 67 -27 6.4 +6.4
GURU Global X Guru Index ETF 7.6 75 -35 3.8 +3.8
USMF WisdomTree U.S. Multifactor Fund 7.6 28 12 8.1 +8.1
FXD First Trust Consumer Discretionary AlphaDEX Fund 7.6 61 -21 8.3 +8.3
AILV Alpha Intelligent - Large Cap Value ETF 7.6 85 -45 6.4 +6.4
RAFE PIMCO RAFI ESG U.S. ETF 7.5 29 11 8.5 +8.5
IVV iShares Core S&P 500 ETF 7.5 3 37 6.3 +6.3
LIV Emles (a)Home ETF 7.5 49 -9 0.0 0.0
VLU SPDR S&P 1500 Value Tilt ETF 7.5 12 28 8.1 +8.1
SPY SPDR S&P 500 ETF Trust 7.5 9 31 6.3 +6.3
VV Vanguard Large-Cap Index Fund 7.5 4 36 6.2 +6.2
SPLG SPDR Portfolio S&P 500 ETF 7.5 3 37 6.3 +6.3
TWEB SoFi Web 3 ETF 7.5 59 -19 -5.5 -5.5
VOO VANGUARD S&P 500 ETF 7.5 3 37 6.3 +6.3
PBUS Invesco PureBeta MSCI USA ETF 7.5 4 36 6.2 +6.2
SFY SoFi Select 500 ETF 7.5 0 40 6.3 +6.3
JAVA JPMorgan Active Value ETF 7.4 44 -4 6.6 +6.6
CATH Global X S&P 500 Catholic Values Custom ETF 7.4 29 11 6.0 +6.0
VLUE iShares MSCI USA Value Factor ETF 7.4 15 25 12.3 +12.3
VOTE Engine No. 1 Transform 500 ETF 7.4 5 35 6.2 +6.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 7.4 2 38 6.2 +6.2
XTR Global X S&P 500 Tail Risk ETF 7.4 60 -20 6.0 +6.0
ENTR Entrepreneur 30 Fund 7.4 49 -9 3.2 +3.2
IWD iShares Russell 1000 Value ETF 7.4 18 22 7.2 +7.2
INNO Harbor Disruptive Innovation ETF 7.4 75 -35 -3.7 -3.7
XCLR Global X S&P 500 Collar 95-110 ETF 7.4 60 -20 5.8 +5.8
NULG Nuveen ESG Large-Cap Growth ETF 7.4 25 15 5.1 +5.1
RWL Invesco S&P 500 Revenue ETF 7.3 39 1 7.1 +7.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 7.3 14 26 6.2 +6.2
RESP WisdomTree US ESG Fund of Benef Interest 7.3 28 12 7.3 +7.3
VONV Vanguard Russell 1000 Value Index Fund 7.3 8 32 7.3 +7.3
DSTL Distillate US Fundamental Stability & Value ETF 7.3 39 1 7.7 +7.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 7.3 49 -9 5.7 +5.7
AQGX AI Quality Growth ETF 7.3 97 -57 5.4 +5.4
FTHI First Trust High Income ETF 7.3 85 -45 6.4 +6.4
SPVU Invesco S&P 500 Enhanced Value ETF 7.3 13 27 11.7 +11.7
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 7.3 45 -5 6.0 +6.0
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 7.3 30 10 9.2 +9.2
KRMA Global X Conscious Companies ETF 7.2 43 -3 6.4 +6.4
ILCB iShares Morningstar U.S. Equity ETF 7.2 3 37 6.2 +6.2
PRF Invesco FTSE RAFI US 1000 ETF 7.2 39 1 7.5 +7.5
VSLU Applied Finance Valuation Large Cap ETF 7.2 49 -9 7.5 +7.5
QUAL iShares MSCI Usa Quality Factor ETF 7.2 15 25 7.3 +7.3
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 7.2 50 -10 2.8 +2.8
IWB iShares Russell 1000 ETF 7.2 15 25 6.1 +6.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 7.2 15 25 5.9 +5.9
XVOL Acruence Active Hedge U.S. Equity ETF 7.2 83 -43 5.8 +5.8
FBCG Fidelity Blue Chip Growth ETF 7.2 59 -19 2.9 +2.9
FNDX Schwab Fundamental U.S. Large Co. Index ETF 7.2 25 15 7.6 +7.6
VONE Vanguard Russell 1000 ETF 7.2 8 32 6.1 +6.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 7.2 19 21 7.2 +7.2
FDLO Fidelity Low Volatility Factor ETF 7.1 29 11 5.9 +5.9
DFUS Dimensional U.S. Equity ETF 7.1 11 29 6.2 +6.2
FBCV Fidelity Blue Chip Value ETF 7.1 59 -19 7.0 +7.0
WTV WisdomTree US Value Fund 7.1 12 28 9.2 +9.2
WRND IQ Global Equity R&D Leaders ETF 7.1 18 22 8.6 +8.6
IYY iShares Dow Jones U.S. ETF 7.1 20 20 6.0 +6.0
SCHX Schwab U.S. Large-Cap ETF 7.1 3 37 6.2 +6.2
IWY iShares Russell Top 200 Growth ETF 7.1 20 20 5.8 +5.8
IWF iShares Russell 1000 Growth ETF 7.0 18 22 5.6 +5.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 7.0 20 20 6.0 +6.0
HEET Hartford Schroders ESG US Equity ETF 7.0 39 1 7.2 +7.2
VONG Vanguard Russell 1000 Growth Index Fund 7.0 8 32 5.7 +5.7
SPTM SPDR Portfolio Total Stock Market ETF 7.0 3 37 6.4 +6.4
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 7.0 69 -29 7.2 +7.2
FDMO Fidelity Momentum Factor ETF 6.9 29 11 5.7 +5.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 6.9 18 22 6.2 +6.2
SCHK Schwab 1000 Index ETF 6.9 5 35 6.1 +6.1
ROCI ROC ETF 6.9 49 -9 5.1 +5.1
SPYD SPDR S&P 500 High Dividend ETF 6.8 7 33 10.8 +10.8
VALQ American Century STOXX U.S. Quality Value ETF 6.8 29 11 10.0 +10.0
IWV iShares Russell 3000 ETF 6.8 20 20 5.8 +5.8
CVAR Cultivar ETF 6.8 87 -47 8.1 +8.1
XDAT Franklin Exponential Data ETF 6.8 50 -10 4.0 +4.0
ROUS Hartford Multifactor US Equity ETF 6.8 19 21 7.9 +7.9
FVAL Fidelity Value Factor ETF 6.8 29 11 9.6 +9.6
ICAP InfraCap Equity Income Fund ETF 6.8 80 -40 9.5 +9.5
VTHR Vanguard Russell 3000 Index Fund 6.7 10 30 5.9 +5.9
FQAL Fidelity Quality Factor ETF 6.7 29 11 7.3 +7.3
XOUT GraniteShares XOUT U.S. Large Cap ETF 6.7 60 -20 5.4 +5.4
IGV iShares Expanded Tech-Software ETF 6.7 40 0 4.3 +4.3
FNDB Schwab Fundamental U.S. Broad Market Index ETF 6.7 25 15 7.5 +7.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 6.7 3 37 5.9 +5.9
RFFC RiverFront Dynamic US Flex-Cap ETF 6.7 52 -12 6.1 +6.1
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 6.7 15 25 8.6 +8.6
VTI Vanguard Total Stock Market Index Fund 6.7 3 37 5.9 +5.9
HLGE Hartford Longevity Economy ETF 6.7 44 -4 8.0 +8.0
ILCV iShares Morningstar Value ETF 6.7 4 36 7.5 +7.5
RECS Columbia Research Enhanced Core ETF 6.6 15 25 7.1 +7.1
DFAU Dimensional US Core Equity Market ETF 6.6 12 28 6.3 +6.3
ESGU iShares MSCI USA ESG Optimized ETF 6.6 15 25 6.1 +6.1
LVHD Legg Mason Low Volatility High Dividend ETF 6.6 27 13 7.8 +7.8
QVML Invesco S&P 500 QVM Multi-factor ETF 6.6 11 29 6.5 +6.5
SCHB Schwab U.S. Broad Market ETF 6.6 3 37 6.0 +6.0
SIXA 6 Meridian Mega Cap Equity ETF 6.6 82 -42 7.9 +7.9
DWLD Davis Select Worldwide ETF 6.6 62 -22 9.6 +9.6
ABEQ Absolute Core Strategy ETF 6.5 85 -45 4.5 +4.5
AILG Alpha Intelligent - Large Cap Growth ETF 6.5 85 -45 4.5 +4.5
KONG Formidable Fortress ETF 6.5 89 -49 5.9 +5.9
ALFA AlphaClone Alternative Alpha ETF 6.5 65 -25 0.0 0.0
AOTG AOT Growth and Innovation ETF 6.5 75 -35 3.4 +3.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 6.5 10 30 5.8 +5.8
FLRG Fidelity U.S. Multifactor ETF 6.4 29 11 8.0 +8.0
IVLC Invesco US Large Cap Core ESG ETF 6.4 48 -8 5.9 +5.9
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 6.3 17 23 6.5 +6.5
GBDV Global Beta Smart Income ETF 6.3 29 11 0.0 0.0
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 6.3 15 25 6.3 +6.3
ACIO Aptus Collared Income Opportunity ETF 6.3 79 -39 5.5 +5.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 6.2 35 5 9.5 +9.5
REVS Columbia Research Enhanced Value ETF 6.2 19 21 8.9 +8.9
WBIY WBI Power Factor High Dividend ETF 6.2 70 -30 11.9 +11.9
ESG FlexShares STOXX US ESG Impact Index Fund 6.2 32 8 6.2 +6.2
BUL Pacer US Cash Cows Growth ETF 6.2 60 -20 9.6 +9.6
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 6.2 20 20 6.9 +6.9
FDL First Trust Morningstar Dividend Leaders Index Fund 6.2 45 -5 9.4 +9.4
ZECP Zacks Earnings Consistent Portfolio ETF 6.2 55 -15 6.2 +6.2
SIXH 6 Meridian Hedged Equity-Index Option Strategy ETF 6.2 87 -47 7.2 +7.2
SPHB Invesco S&P 500 High Beta ETF 6.1 25 15 4.4 +4.4
ALTL Pacer Lunt Large Cap Alternator ETF 6.1 60 -20 5.5 +5.5
EQAL Invesco Russell 1000 Equal Weight ETF 6.1 20 20 6.5 +6.5
CLOU Global X Cloud Computing ETF 6.0 68 -28 2.0 +2.0
FLQL Franklin LibertyQ U.S. Equity ETF 6.0 15 25 7.8 +7.8
ADME Aptus Drawdown Managed Equity ETF 6.0 79 -39 5.4 +5.4
SDEI Sound Equity Income ETF 6.0 45 -5 10.0 +10.0
UFO Procure Space ETF 6.0 75 -35 2.3 +2.3
JQUA JPMorgan U.S. Quality Factor ETF 6.0 12 28 6.8 +6.8
LRGE ClearBridge Large Cap Growth ESG ETF 6.0 59 -19 4.2 +4.2
EDOW First Trust Dow 30 Equal Weight ETF 6.0 50 -10 7.0 +7.0
IOO iShares Global 100 ETF 6.0 40 0 6.7 +6.7
CGDV Capital Group Dividend Value ETF 5.9 33 7 6.7 +6.7
DUSA Davis Select U.S. Equity ETF 5.9 61 -21 10.5 +10.5
TRFM AAM Transformers ETF 5.9 49 -9 2.6 +2.6
WLDR Affinity World Leaders Equity ETF 5.9 67 -27 9.4 +9.4
FTA First Trust Large Cap Value AlphaDEX Fund 5.9 59 -19 9.7 +9.7
FLLV Franklin Liberty U.S. Low Volatility ETF 5.8 29 11 6.2 +6.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 5.8 9 31 6.9 +6.9
FSST Fidelity Sustainability U.S. Equity ETF 5.8 59 -19 6.1 +6.1
WOMN Impact Shares YWCA Women's Empowerment ETF 5.7 75 -35 6.1 +6.1
IVE iShares S&P 500 Value ETF 5.7 18 22 6.8 +6.8
CLRG IQ Chaikin U.S. Large Cap ETF 5.7 25 15 6.4 +6.4
SPYV SPDR Portfolio S&P 500 Value ETF 5.7 4 36 6.9 +6.9
SSPY Syntax Stratified LargeCap ETF 5.7 30 10 7.0 +7.0
NZUS SPDR MSCI USA Climate Paris Aligned ETF 5.7 10 30 5.9 +5.9
TIME Clockwise Capital Innovation ETF 5.6 95 -55 3.7 +3.7
MRAD SmartETFs Advertising & Marketing Technology ETF 5.6 68 -28 4.5 +4.5
TOK iShares MSCI Kokusai ETF 5.6 25 15 6.5 +6.5
JVAL JPMorgan U.S. Value Factor ETF 5.6 12 28 9.2 +9.2
RPV Invesco S&P 500 Pure Value ETF 5.6 35 5 9.9 +9.9
HAPY Harbor Corporate Culture Leaders ETF 5.6 36 4 2.8 +2.8
PEZ Invesco DWA Consumer Cyclicals Momentum ETF 5.5 60 -20 7.4 +7.4
VOOV Vanguard S&P 500 Value ETF 5.5 10 30 6.9 +6.9
JHML John Hancock Multifactor Large Cap ETF 5.5 29 11 6.5 +6.5
KOKU Xtrackers MSCI Kokusai Equity ETF 5.5 9 31 6.7 +6.7
YLDE ClearBridge Dividend Strategy ESG ETF 5.5 59 -19 6.2 +6.2
GCIG Genuine Investors ETF 5.5 100 -60 7.3 +7.3
DVY iShares Select Dividend ETF 5.5 39 1 9.0 +9.0
TDIV First Trust NASDAQ Technology Dividend Index Fund 5.5 50 -10 8.1 +8.1
IUSV iShares Core S&P U.S. Value ETF 5.4 4 36 7.0 +7.0
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 5.4 25 15 6.4 +6.4
QWLD SPDR MSCI World StrategicFactors ETF 5.4 30 10 7.0 +7.0
DJD Invesco Dow Jones Industrial Average Dividend ETF 5.4 7 33 9.7 +9.7
HDV iShares Core High Dividend ETF 5.4 8 32 8.4 +8.4
PZLD Puzzle Divdend Leaders 5.4 10 30 6.7 +6.7
UBCB UBC Algorithmic Fundamentals ETF 5.4 75 -35 5.3 +5.3
VOT Vanguard Mid-Cap Growth Index Fund 5.4 7 33 4.6 +4.6
FPX First Trust US IPO Index Fund 5.3 57 -17 1.7 +1.7
THNQ ROBO Global Artificial Intelligence ETF 5.3 68 -28 3.1 +3.1
LRGF iShares Edge MSCI Multifactor USA ETF 5.3 8 32 7.1 +7.1
BOSS Global X Founder-Run Companies ETF 5.3 45 -5 2.7 +2.7
URTH iShares MSCI World ETF 5.3 24 16 6.6 +6.6
MVPS Amplify Thematic All-Stars ETF 5.3 49 -9 2.3 +2.3
AFLG First Trust Active Factor Large Cap ETF 5.3 55 -15 7.2 +7.2
RFDA RiverFront Dynamic US Dividend Advantage ETF 5.3 52 -12 7.7 +7.7
AVUS Avantis U.S. Equity ETF 5.3 15 25 6.9 +6.9
SUSA iShares MSCI USA ESG Select ETF 5.2 25 15 5.9 +5.9
BKUS BNY Mellon Sustainable US Equity ETF 5.2 60 -20 5.5 +5.5
VUSE Vident Core US Equity Fund 5.2 50 -10 10.3 +10.3
YPS Arrow Reverse Cap 500 ETF 5.1 29 11 6.5 +6.5
EUSA iShares MSCI USA Equal Weighted ETF 5.1 9 31 6.2 +6.2
SPMV Invesco S&P 500 Minimum Variance ETF 5.1 10 30 6.2 +6.2
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 5.1 20 20 7.8 +7.8
SKYY First Trust Cloud Computing ETF 5.1 60 -20 3.9 +3.9
DFAC Dimensional U.S. Core Equity 2 ETF 5.0 19 21 6.7 +6.7
RNDV US Equity Dividend Select ETF 5.0 50 -10 9.1 +9.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.9 20 20 7.4 +7.4
AVDR AVDR US LargeCap Leading ETF 4.9 60 -20 0.0 0.0
SCHD Schwab U.S. Dividend Equity ETF 4.9 6 34 8.7 +8.7
EQRR ProShares Equities for Rising Rates ETF 4.8 35 5 8.3 +8.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 4.8 20 20 6.9 +6.9
SIZE iShares MSCI USA Size Factor ETF 4.8 15 25 6.0 +6.0
OUSA ALPS O'Shares U.S. Quality Dividend ETF 4.8 48 -8 7.1 +7.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 4.8 30 10 6.1 +6.1
NULC Nuveen ESG Large-Cap ETF 4.8 20 20 5.9 +5.9
ACWI iShares MSCI ACWI ETF 4.7 32 8 6.7 +6.7
GVLU Gotham 1000 Value ETF 4.7 50 -10 10.1 +10.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 4.6 29 11 5.8 +5.8
ACVF American Conservative Values ETF 4.6 75 -35 5.4 +5.4
FFND Future Fund Active ETF 4.6 101 -61 2.5 +2.5
VFVA Vanguard U.S. Value Factor ETF 4.6 13 27 11.8 +11.8
ISHP First Trust S-Network E-Commerce ETF 4.6 60 -20 6.0 +6.0
QDEF FlexShares Quality Dividend Defensive Index Fund 4.6 37 3 7.5 +7.5
WUGI Esoterica NextG Economy ETF 4.6 75 -35 2.8 +2.8
IWP iShares Russell Mid-Cap Growth ETF 4.5 23 17 4.7 +4.7
PSET Principal Price Setters Index ETF 4.5 15 25 6.7 +6.7
QDF FlexShares Quality Dividend Index Fund 4.5 37 3 7.8 +7.8
QDYN FlexShares Quality Dividend Dynamic Index Fund 4.5 37 3 8.7 +8.7
FUNL CornerCap Fundametrics Large-Cap ETF 4.5 50 -10 8.1 +8.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 4.5 12 28 6.4 +6.4
DURA VanEck Morningstar Durable Dividend ETF 4.4 29 11 8.3 +8.3
IBUY Amplify Online Retail ETF 4.4 65 -25 -6.6 -6.6
TMFG Motley Fool Global Opportunities ETF 4.4 85 -45 4.4 +4.4
VIRS Pacer BioThreat Strategy ETF 4.4 70 -30 7.1 +7.1
MBCC Monarch Blue Chips Core ETF 4.4 125 -85 4.0 +4.0
JRNY ALPS Global Travel Beneficiaries ETF 4.4 65 -25 0.9 +0.9
SDGA Impact Shares Sustainable Development Goals Global ETF 4.3 75 -35 7.2 +7.2
JDIV JPMorgan U.S. Dividend ETF 4.3 12 28 0.0 0.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 4.3 11 29 6.1 +6.1
NUMV Nuveen ESG Mid-Cap Value ETF 4.3 30 10 8.4 +8.4
FMIL Fidelity New Millennium ETF 4.2 59 -19 6.6 +6.6
VT Vanguard Total World Stock ETF 4.2 7 33 6.7 +6.7
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 4.2 39 1 6.5 +6.5
FDWM Fidelity Women's Leadership ETF 4.2 59 -19 6.1 +6.1
SCHV Schwab U.S. Large-Cap Value ETF 4.2 4 36 7.3 +7.3
RDVY First Trust Rising Dividend Achievers ETF 4.2 50 -10 9.0 +9.0
RSP Invesco S&P 500 Equal Weight ETF 4.2 20 20 6.7 +6.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.2 18 22 8.1 +8.1
QGRO American Century STOXX U.S. Quality Growth ETF 4.2 29 11 6.0 +6.0
WFH Direxion Work From Home ETF 4.1 45 -5 0.0 0.0
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 4.1 56 -16 7.1 +7.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4.1 29 11 7.5 +7.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 4.1 38 2 6.9 +6.9
USVT US Value ETF 4.1 49 -9 11.2 +11.2
NZRO Strategy Shares Halt Climate Change ETF 4.1 95 -55 1.8 +1.8
NTZG Nuveen Global Net Zero Transition ETF 4.1 55 -15 5.6 +5.6
COWZ Pacer US Cash Cows 100 ETF 4.1 49 -9 11.3 +11.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.1 9 31 6.5 +6.5
ACWV iShares MSCI Global Min Vol Factor ETF 4.0 20 20 6.9 +6.9
BTEK BlackRock Future Tech ETF 4.0 88 -48 0.8 +0.8
AVLV Avantis U.S. Large Cap Value ETF 4.0 15 25 8.6 +8.6
JEPI JPMorgan Equity Premium Income ETF 4.0 35 5 5.6 +5.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 4.0 9 31 6.4 +6.4
CFA VictoryShares US 500 Volatility Weighted Index ETF 3.9 35 5 6.9 +6.9
WWOW Direxion World Without Waste ETF 3.9 50 -10 0.0 0.0
NUDV Nuveen ESG Dividend ETF 3.9 25 15 7.4 +7.4
PEXL Pacer US Export Leaders ETF 3.9 60 -20 6.8 +6.8
LVOL American Century Low Volatility ETF 3.9 29 11 5.6 +5.6
LOUP Innovator Loup Frontier Tech ETF 3.9 70 -30 7.3 +7.3
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 3.9 60 -20 3.4 +3.4
CGGO Capital Group Global Growth Equity ETF 3.9 47 -7 4.4 +4.4
DGT SPDR Global Dow ETF 3.8 50 -10 7.8 +7.8
FAB First Trust Multi Cap Value AlphaDEX Fund 3.8 69 -29 10.9 +10.9
VO Vanguard Mid-Cap Index Fund 3.8 4 36 6.3 +6.3
STLV iShares Factors US Value Style ETF 3.8 25 15 9.5 +9.5
KVLE KFA Value Liner Dynamic Core Equity Index ETF 3.8 55 -15 6.5 +6.5
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 3.8 49 -9 6.5 +6.5
ETHO Etho Climate Leadership U.S. ETF 3.8 47 -7 4.6 +4.6
FLDZ RiverNorth Volition America Patriot ETF 3.7 70 -30 5.4 +5.4
NULV Nuveen ESG Large-Cap Value ETF 3.7 25 15 7.8 +7.8
SQEW LeaderShares Equity Skew ETF 3.7 75 -35 5.4 +5.4
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 3.7 30 10 8.1 +8.1
IWR iShares Russell Midcap ETF 3.7 18 22 6.1 +6.1
JMIN JPMorgan U.S. Minimum Volatility ETF 3.6 12 28 0.0 0.0
PWC Invesco Dynamic Market ETF 3.6 60 -20 7.0 +7.0
BYOB SoFi Be Your Own Boss ETF 3.6 59 -19 -5.8 -5.8
ESGG FlexShares STOXX Global ESG Impact Index Fund 3.5 42 -2 6.7 +6.7
FLV American Century Focused Large Cap Value ETF 3.5 42 -2 7.1 +7.1
FOVL iShares Focused Value Factor ETF 3.5 25 15 11.2 +11.2
KOCG FIS Knights of Columbus Global Belief ETF 3.5 75 -35 7.7 +7.7
FEX First Trust Large Cap Core AlphaDEX Fund 3.5 59 -19 7.3 +7.3
DHS WisdomTree U.S. High Dividend Fund 3.5 38 2 8.2 +8.2
QLV FlexShares US Quality Low Volatility Index Fund 3.5 22 18 5.9 +5.9
RPG Invesco S&P 500 Pure Growth ETF 3.5 35 5 7.3 +7.3
ARKQ Ark Autonomous Tech. & Robotics ETF 3.5 75 -35 1.7 +1.7
VYM Vanguard High Dividend Yield Index ETF 3.4 6 34 7.8 +7.8
MGV Vanguard Mega Cap Value ETF 3.4 7 33 7.4 +7.4
ARKX ARK Space Exploration & Innovation ETF 3.4 75 -35 2.2 +2.2
LCG Sterling Capital Focus Equity ETF 3.4 59 -19 5.3 +5.3
BOUT Innovator IBD Breakout Opportunities ETF 3.4 80 -40 5.2 +5.2
FDG American Century Focused Dynamic Growth ETF 3.4 45 -5 3.2 +3.2
OUSM ALPS O'Shares Russell Small Cap Quality Dividend ETF 3.3 48 -8 7.7 +7.7
SDEP SFP Core Equity Strategy 3.3 0 40 7.2 +7.2
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 3.3 35 5 7.7 +7.7
SMDY Syntax Stratified MidCap ETF 3.3 35 5 7.2 +7.2
PKW Invesco Buyback Achievers ETF 3.3 64 -24 8.4 +8.4
SPHQ Invesco S&P 500 Quality ETF 3.3 15 25 5.9 +5.9
DEW WisdomTree Global High Dividend Fund 3.3 58 -18 9.8 +9.8
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 3.2 35 5 9.5 +9.5
VTV Vanguard Value Index Fund 3.2 4 36 7.6 +7.6
IWS iShares Russell Mid-Cap Value ETF 3.2 23 17 7.0 +7.0
RNLC Large Cap US Equity Select ETF 3.2 60 -20 7.1 +7.1
IDRV iShares Self-driving EV & Tech ETF 3.2 47 -7 7.7 +7.7
CARZ First Trust NASDAQ Global Auto Index Fund 3.2 70 -30 6.0 +6.0
HART IQ Healthy Hearts ETF 3.2 45 -5 5.8 +5.8
SXQG 6 Meridian Quality Growth ETF 3.2 100 -60 5.5 +5.5
VNSE Natixis Vaughan Nelson Select ETF 3.2 80 -40 3.9 +3.9
EGIS 2nd Vote Society Defended ETF 3.2 75 -35 7.2 +7.2
DIV Global X SuperDividend US ETF 3.1 45 -5 6.6 +6.6
FXL First Trust Technology AlphaDEX Fund 3.1 61 -21 8.2 +8.2
SIXL 6 Meridian Low Beta Equity Strategy ETF 3.1 82 -42 6.1 +6.1
DJIA Global X Dow 30 Covered Call ETF 3.1 60 -20 7.2 +7.2
LGLV SPDR Russell 1000 Low Volatility ETF 3.1 12 28 5.6 +5.6
AUSF Global X Adaptive U.S. Factor ETF 3.1 27 13 6.5 +6.5
MOTE VanEck Morningstar ESG Moat ETF 3.1 49 -9 6.4 +6.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 3.0 12 28 6.2 +6.2
PWB Invesco Dynamic Large Cap Growth ETF 3.0 56 -16 4.2 +4.2
GBGR Global Beta Momentum-Growth ETF 3.0 29 11 0.0 0.0
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 3.0 29 11 7.8 +7.8
JHMM John Hancock Multifactor Mid Cap ETF 3.0 41 -1 7.3 +7.3
DON WisdomTree U.S. MidCap Dividend Fund 2.9 38 2 8.5 +8.5
CLNR IQ Cleaner Transport ETF 2.9 45 -5 7.3 +7.3
JMOM JPMorgan U.S. Momentum Factor ETF 2.9 12 28 6.3 +6.3
KLDW Gavekal Knowledge Leaders Developed World ETF 2.9 75 -35 5.0 +5.0
DIA SPDR Dow Jones Industrial Average ETF Trust 2.9 16 24 6.5 +6.5
IMCG iShares Morningstar Mid-Cap Growth ETF 2.9 6 34 4.7 +4.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.9 4 36 6.4 +6.4
IMCB iShares Morningstar Mid-Cap ETF 2.9 4 36 6.4 +6.4
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.9 15 25 6.4 +6.4
IMCV iShares Morningstar Mid-Cap Value ETF 2.9 6 34 8.1 +8.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.8 75 -35 6.9 +6.9
MOTO SmartETFs Smart Transportation & Technology ETF 2.8 68 -28 7.6 +7.6
AHOY Newday Ocean Health ETF 2.8 75 -35 5.7 +5.7
SAGP Strategas Global Policy Opportunities ETF 2.8 65 -25 7.5 +7.5
SCHM Schwab U.S. Mid-Cap ETF 2.8 4 36 6.1 +6.1
ONEY SPDR Russell 1000 Yield Focus ETF 2.7 20 20 10.0 +10.0
DUHP Dimensional US High Profitability ETF 2.7 22 18 8.0 +8.0
RNMC Mid Cap US Equity Select ETF 2.7 60 -20 8.7 +8.7
FEVR Inspire Faithward Large Cap Momentum ESG ETF 2.7 80 -40 0.0 0.0
FNK First Trust Mid Cap Value AlphaDEX Fund 2.7 70 -30 12.2 +12.2
ARKW ARK Web x.0 ETF 2.6 83 -43 -4.5 -4.5
DRIV Global X Autonomous & Electric Vehicles ETF 2.6 68 -28 4.8 +4.8
FCPI Fidelity Stocks for Inflation ETF 2.6 29 11 8.9 +8.9
USXF iShares ESG Advanced MSCI USA ETF 2.6 10 30 6.2 +6.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.6 25 15 7.2 +7.2
MOTG VanEck Morningstar Global Wide Moat ETF 2.6 52 -12 6.7 +6.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.6 24 16 8.3 +8.3
UVDV UVA Dividend Value ETF 2.6 80 -40 7.3 +7.3
PEY Invesco High Yield Equity Dividend Achievers ETF 2.6 53 -13 8.5 +8.5
KOMP SPDR Kensho New Economies Composite ETF 2.6 20 20 0.7 +0.7
RDIV Invesco S&P Ultra Dividend Revenue ETF 2.5 39 1 11.4 +11.4
ONEV SPDR Russell 1000 Low Volatility Focus ETF 2.5 20 20 7.9 +7.9
TDV ProShares S&P Technology Dividend Aristocrats ETF 2.5 46 -6 7.1 +7.1
SPGP Invesco S&P 500 GARP ETF 2.4 36 4 9.0 +9.0
FITE SPDR Kensho Future Security ETF 2.4 45 -5 3.8 +3.8
VOE Vanguard Mid-Cap Value Index Fund 2.3 7 33 8.0 +8.0
TTAC TrimTabs US Free Cash Flow Quality ETF 2.3 59 -19 6.9 +6.9
DBLV AdvisorShares DoubleLine Value Equity ETF 2.3 91 -51 11.0 +11.0
CCOR Core Alternative ETF 2.3 107 -67 5.2 +5.2
EZM WisdomTree U.S. MidCap Earnings Fund 2.3 38 2 10.1 +10.1
IPO Renaissance IPO ETF 2.3 60 -20 -24.4 -24.4
LYFE 2nd Vote Life Neutral Plus ETF 2.3 75 -35 7.8 +7.8
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.2 65 -25 9.9 +9.9
VXF Vanguard Extended Market Index Fund 2.2 6 34 3.7 +3.7
FNX First Trust Mid Cap Core AlphaDEX Fund 2.2 59 -19 8.1 +8.1
FDVV Fidelity Core Dividend ETF 2.2 29 11 7.3 +7.3
BFOR Barron's 400 ETF 2.2 65 -25 8.7 +8.7
DLN WisdomTree U.S. LargeCap Dividend Fund 2.2 28 12 7.0 +7.0
XSW SPDR S&P Software & Services ETF 2.2 35 5 3.7 +3.7
ZIG The Acquirers Fund 2.2 89 -49 17.1 +17.1
PY Principal Shareholder Yield Index ETF 2.2 15 25 7.4 +7.4
WGRO WisdomTree U.S. Growth & Momentum Fund 2.2 55 -15 7.2 +7.2
DTD WisdomTree U.S.Total Dividend Fund 2.2 28 12 7.2 +7.2
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 2.2 17 23 7.9 +7.9
IUSS Invesco Strategic US Small Company ETF 2.2 23 17 6.6 +6.6
WKLY SoFi Weekly Dividend ETF 2.1 49 -9 8.3 +8.3
NUMG Nuveen ESG Mid-Cap Growth ETF 2.1 30 10 2.2 +2.2
RAYD Rayliant Quantitative Developed Market Equity ETF 2.1 80 -40 9.0 +9.0
KLCD KFA Large Cap Quality Dividend Index ETF 2.1 40 0 6.4 +6.4
SFYX Sofi Next 500 ETF 2.1 0 40 6.0 +6.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.1 70 -30 5.3 +5.3
ONEO SPDR Russell 1000 Momentum Focus ETF 2.1 20 20 8.4 +8.4
GCOW Pacer Global High Dividend ETF 2.1 60 -20 12.6 +12.6
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 2.1 60 -20 11.1 +11.1
HLAL Wahed FTSE USA Shariah ETF 2.1 50 -10 5.9 +5.9
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 2.1 35 5 6.9 +6.9
PWV Invesco Dynamic Large Cap Value ETF 2.1 58 -18 7.8 +7.8
FGD First Trust Dow Jones Global Select Dividend Index Fund 2.1 57 -17 13.5 +13.5
PTF Invesco DWA Technology Momentum ETF 2.0 60 -20 3.6 +3.6
QDIV Global X S&P 500 Quality Dividend ETF 2.0 20 20 8.8 +8.8
CBSE Changebridge Capital Sustainable Equity ETF 2.0 85 -45 0.8 +0.8
AFMC First Trust Active Factor Mid Cap ETF 1.9 65 -25 9.0 +9.0
JSTC Adasina Social Justice All Cap Global ETF 1.9 89 -49 6.4 +6.4
PFM Invesco Dividend Achievers ETF 1.9 53 -13 6.2 +6.2
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.9 55 -15 4.5 +4.5
DEF Invesco Defensive Equity ETF 1.9 55 -15 6.0 +6.0
DGRW WisdomTree U.S. Quality Dividend Growth Fund 1.9 28 12 7.0 +7.0
NXTG First Trust Indxx NextG ETF 1.8 70 -30 7.1 +7.1
FSMD Fidelity Small-Mid Factor ETF 1.8 29 11 8.2 +8.2
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.8 75 -35 9.2 +9.2
CTRU ARK Transparency ETF 1.8 55 -15 0.0 0.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.8 7 33 5.7 +5.7
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.8 60 -20 10.2 +10.2
UAV AdvisorShares Drone Technology ETF 1.8 99 -59 4.7 +4.7
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.7 60 -20 9.2 +9.2
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.7 60 -20 8.3 +8.3
MBOX Freedom Day Dividend ETF 1.7 39 1 8.2 +8.2
VNMC Natixis Vaughan Nelson Mid Cap ETF 1.7 85 -45 6.7 +6.7
BUYZ Franklin Disruptive Commerce ETF 1.7 50 -10 2.7 +2.7
MOON Direxion Moonshot Innovators ETF 1.7 65 -25 0.0 0.0
LRNZ TrueMark Technology, AI & Deep Learning ETF 1.7 68 -28 -0.7 -0.7
ARKK ARK Innovation ETF 1.7 75 -35 -7.0 -7.0
GDIV Harbor Dividend Growth Leaders ETF 1.7 50 -10 6.6 +6.6
JHSC John Hancock Multifactor Small Cap ETF 1.7 42 -2 6.4 +6.4
QTUM Defiance Quantum ETF 1.6 40 0 4.8 +4.8
VIG Vanguard Dividend Appreciation Index Fund 1.6 6 34 6.4 +6.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.6 70 -30 2.4 +2.4
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 1.6 20 20 5.6 +5.6
DGRO iShares Core Dividend Growth ETF 1.6 8 32 7.5 +7.5
RYJ Invesco Raymond James SB-1 Equity ETF 1.6 81 -41 3.7 +3.7
LEAD Siren DIVCON Leaders Dividend ETF 1.6 43 -3 7.9 +7.9
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ET 1.6 85 -45 1.3 +1.3
DEIF Sterling Capital Diverse Multi-Manager Active ETF 1.6 65 -25 6.9 +6.9
NVQ QRAFT AI-Enhanced US Next Value ETF 1.6 75 -35 10.4 +10.4
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.5 95 -55 2.5 +2.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.5 65 -25 5.1 +5.1
IVDG Invesco Focused Discovery Growth ETF 1.5 59 -19 4.2 +4.2
VBK Vanguard Small-Cap Growth Index Fund 1.5 7 33 1.4 +1.4
EWMC Invesco S&P MidCap 400 Equal Weight ETF 1.5 40 0 7.3 +7.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.5 60 -20 4.8 +4.8
EKAR Innovation Shares NextGen Vehicles & Technology ETF 1.5 65 -25 6.2 +6.2
SATO Invesco Alerian Galaxy Crypto Economy ETF 1.5 60 -20 -31.8 -31.8
XT iShares Exponential Technologies ETF 1.5 46 -6 4.2 +4.2
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.5 15 25 6.9 +6.9
IJK iShares S&P Mid-Cap 400 Growth ETF 1.5 17 23 6.9 +6.9
BFTR Future Innovators ETF 1.5 80 -40 2.0 +2.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.5 15 25 7.0 +7.0
VFQY Vanguard U.S. Quality Factor ETF 1.4 13 27 8.2 +8.2
MEME Roundhill MEME ETF 1.4 69 -29 -3.9 -3.9
BKSE BNY Mellon US Small Cap Core Equity ETF 1.4 4 36 5.7 +5.7
MDY SPDR S&P Midcap 400 ETF Trust 1.4 22 18 7.3 +7.3
VFMF Vanguard U.S. Multifactor ETF 1.4 18 22 9.2 +9.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.4 30 10 9.0 +9.0
IJH iShares Core S&P Mid-Cap ETF 1.4 5 35 7.5 +7.5
SPMD SPDR Portfolio Mid Cap ETF 1.4 5 35 7.5 +7.5
IVOO Vanguard S&P Mid-Cap 400 ETF 1.4 10 30 7.5 +7.5
VFLQ Vanguard U.S. Liquidity Factor ETF 1.3 13 27 0.0 0.0
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.3 45 -5 2.4 +2.4
DTEC ALPS Disruptive Technologies ETF 1.3 50 -10 4.3 +4.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.3 15 25 8.1 +8.1
IJJ iShares S&P Mid-Cap 400 Value ETF 1.3 18 22 8.0 +8.0
MDYV SPDR S&P 400 Mid Cap Value ETF 1.3 15 25 8.0 +8.0
BLOK Amplify Transformational Data Sharing ETF 1.3 71 -31 2.0 +2.0
SMMD iShares Russell 2500 ETF 1.3 15 25 5.8 +5.8
VFMO Vanguard U.S. Momentum Factor ETF 1.3 13 27 2.9 +2.9
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.3 64 -24 7.7 +7.7
XJH iShares ESG Screened S&P Mid-Cap ETF 1.3 12 28 7.5 +7.5
VB Vanguard Small-Cap ETF 1.3 5 35 5.6 +5.6
SCHA Schwab U.S. Small-Cap ETF 1.2 4 36 5.1 +5.1
PDP Invesco DWA Momentum ETF 1.2 62 -22 4.8 +4.8
NIFE Direxion Fallen Knives ETF 1.2 50 -10 0.0 0.0
ISCG iShares Morningstar Small-Cap Growth ETF 1.2 6 34 1.3 +1.3
SDIV Global X SuperDividend ETF 1.2 58 -18 21.7 +21.7
FNDA Schwab Fundamental U.S. Small Co. Index ETF 1.2 25 15 6.4 +6.4
DFAT Dimensional U.S. Targeted Value ETF 1.2 29 11 8.5 +8.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.2 63 -23 3.5 +3.5
DIVO Amplify YieldShares CWP Dividend & Option Income ETF 1.1 55 -15 6.4 +6.4
FVD First Trust Value Line Dividend Index Fund 1.1 67 -27 6.2 +6.2
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.1 75 -35 4.2 +4.2
GLIF AGFiQ Global Infrastructure ETF 1.1 45 -5 5.4 +5.4
FTC First Trust Large Cap Growth AlphaDEX Fund 1.1 59 -19 4.8 +4.8
VBR Vanguard Small Cap Value Index Fund 1.1 7 33 8.2 +8.2
ISCB iShares Morningstar Small-Cap ETF 1.1 4 36 4.8 +4.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.0 15 25 7.5 +7.5
VICE AdvisorShares Vice ETF 1.0 99 -59 5.0 +5.0
DFND Siren DIVCON Dividend Defender ETF 1.0 150 -110 6.8 +6.8
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.0 49 -9 7.1 +7.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.0 15 25 8.1 +8.1
SPLV Invesco S&P 500 Low Volatility ETF 1.0 25 15 5.8 +5.8
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.0 25 15 5.8 +5.8
WDIV SPDR Global Dividend ETF 1.0 40 0 9.7 +9.7
XMMO Invesco S&P MidCap Momentum ETF 1.0 33 7 6.9 +6.9
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.0 80 -40 6.5 +6.5
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 0.9 75 -35 7.6 +7.6
XMVM Invesco S&P MidCap Value with Momentum ETF 0.9 39 1 11.4 +11.4
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 0.9 17 23 5.4 +5.4
ROKT SPDR S&P Kensho Final Frontiers ETF 0.9 45 -5 2.6 +2.6
JSML Janus Henderson Small Cap Growth Alpha ETF 0.9 30 10 10.2 +10.2
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 0.9 68 -28 -0.9 -0.9
DFAS Dimensional U.S. Small Cap ETF 0.8 28 12 6.5 +6.5
TPLC Timothy Plan US Large Cap Core ETF 0.8 52 -12 6.3 +6.3
PBSM Invesco PureBeta MSCI USA Small Cap ETF 0.8 6 34 5.4 +5.4
SPVM Invesco S&P 500 Value with Momentum ETF 0.8 39 1 8.8 +8.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.8 39 1 4.8 +4.8
STLG iShares Factors US Growth Style ETF 0.8 25 15 8.0 +8.0
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.8 25 15 9.5 +9.5
ACWF iShares MSCI Global Multifactor ETF 0.8 35 5 9.4 +9.4
AVUV Avantis U.S. Small Cap Value ETF 0.8 25 15 9.5 +9.5
TPHD Timothy Plan High Dividend Stock ETF 0.7 52 -12 6.7 +6.7
BLES Inspire Global Hope Large Cap ETF 0.7 49 -9 6.6 +6.6
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 0.7 35 5 8.0 +8.0
ACTV LeaderShares Activist Leaders ETF 0.7 75 -35 10.2 +10.2
FYC First Trust Small Cap Growth AlphaDEX Fund 0.7 70 -30 1.8 +1.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.7 29 11 7.4 +7.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.6 24 16 8.1 +8.1
SYLD Cambria Shareholder Yield ETF 0.6 59 -19 11.1 +11.1
ISCV iShares Morningstar Small Cap Value ETF 0.6 6 34 8.0 +8.0
MAGA Point Bridge GOP Stock Tracker ETF 0.6 72 -32 6.1 +6.1
IDAT iShares Cloud 5G and Tech ETF 0.6 47 -7 6.2 +6.2
NUSC Nuveen ESG Small-Cap ETF 0.6 30 10 5.7 +5.7
ISMD Inspire Small/Mid Cap Impact ETF 0.6 48 -8 6.4 +6.4
FDNI First Trust Dow Jones International Internet ETF 0.6 65 -25 2.7 +2.7
SPRX Spear Alpha ETF 0.6 75 -35 2.1 +2.1
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.5 39 1 7.4 +7.4
IWO iShares Russell 2000 Growth ETF 0.5 23 17 1.9 +1.9
IEDI iShares Evolved U.S. Discretionary Spending ETF 0.5 18 22 4.9 +4.9
VTWG Vanguard Russell 2000 Growth Index Fund 0.5 15 25 2.1 +2.1
PSC Principal U.S. Small Cap Index ETF 0.5 38 2 8.5 +8.5
BTHM BlackRock Future U.S. Themes ETF 0.5 60 -20 6.3 +6.3
IWM iShares Russell 2000 ETF 0.5 19 21 3.9 +3.9
VTWO Vanguard Russell 2000 Index Fund 0.5 10 30 4.0 +4.0
RWK Invesco S&P MidCap 400 Revenue ETF 0.5 39 1 9.6 +9.6
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 0.4 38 2 9.3 +9.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.4 52 -12 5.8 +5.8
AIEQ AI Powered Equity ETF 0.4 75 -35 -1.8 -1.8
VSDA VictoryShares Dividend Accelerator ETF 0.4 35 5 6.5 +6.5
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 0.4 30 10 9.1 +9.1
DFSV Dimensional US Small Cap Value ETF 0.4 31 9 8.4 +8.4
IWN iShares Russell 2000 Value ETF 0.4 23 17 5.8 +5.8
RNSC Small Cap US Equity Select ETF 0.4 60 -20 8.6 +8.6
SNSR Global X Internet of Things Thematic ETF 0.4 68 -28 4.5 +4.5
VTWV Vanguard Russell 2000 Value Index Fund 0.4 15 25 5.9 +5.9
FYX First Trust Small Cap Core AlphaDEX Fund 0.4 61 -21 8.4 +8.4
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.4 52 -12 6.7 +6.7
PPA Invesco Aerospace & Defense ETF 0.4 61 -21 4.5 +4.5
ROSC Hartford Multifactor Small Cap ETF 0.4 34 6 10.6 +10.6
RYLD Global X Russell 2000 Covered Call ETF 0.4 60 -20 3.5 +3.5
ARKF ARK Fintech Innovation ETF 0.3 75 -35 -1.4 -1.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.3 65 -25 3.2 +3.2
EES WisdomTree SmallCap Earnings Fund 0.3 38 2 10.2 +10.2
VNQ Vanguard REIT Index Fund 0.3 12 28 6.5 +6.5
IYR iShares U.S. Real Estate ETF 0.3 39 1 6.3 +6.3
JOET Virtus Terranova US Quality Momentum ETF 0.3 29 11 6.6 +6.6
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.3 20 20 7.1 +7.1
DES WisdomTree U.S. SmallCap Dividend Fund 0.3 38 2 8.9 +8.9
CSML IQ Chaikin U.S. Small Cap ETF 0.3 35 5 5.7 +5.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.3 9 31 4.4 +4.4
HOMZ Hoya Capital Housing ETF 0.2 30 10 10.3 +10.3
FREL Fidelity MSCI Real Estate Index ETF 0.2 84 -44 5.7 +5.7
JFWD Jacob Forward ETF 0.2 75 -35 -13.2 -13.2
ISRA VanEck Israel ETF 0.2 59 -19 7.6 +7.6
ERSX ERShares NextGen Entrepreneurs ETF 0.2 75 -35 6.6 +6.6
ITEQ BlueStar Israel Technology ETF 0.2 75 -35 1.1 +1.1
IZRL ARK Israel Innovative Technology ETF 0.2 49 -9 0.7 +0.7
IDHQ Invesco S&P International Developed Quality ETF 0.2 29 11 7.5 +7.5
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.2 12 28 6.8 +6.8
FYT First Trust Small Cap Value AlphaDEX Fund 0.2 71 -31 12.3 +12.3
MTUM iShares MSCI USA Momentum Factor ETF 0.1 15 25 6.2 +6.2
CEFA Global X S&P Catholic Values Developed ex-U.S. ETF 0.1 35 5 7.1 +7.1
JIG JPMorgan International Growth ETF 0.1 55 -15 4.7 +4.7
ISDX Invesco RAFI Strategic Developed ex-US ETF 0.1 23 17 8.2 +8.2
FTEC Fidelity MSCI Information Technology Index ETF 0.1 8 32 6.1 +6.1
VGT Vanguard Information Technology Index Fund 0.1 10 30 6.1 +6.1
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 4 36 7.0 +7.0
AVDE Avantis International Equity ETF 0.0 23 17 8.5 +8.5

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:
John Hancock Multifactor Media & Communications ETF
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

AVOID

Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 0.0 %
Divided by: Fwd. P/BV 0.0 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 0.0 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

 

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.