John Hancock Multifactor Media & Communications ETF
ALTAR
Score™
8.6% info Recommen-
dation
OVERWEIGHT
2022E    2023E
P/E
ratio
14.1x P/Sales
ratio
1.5x
P/BV
ratio
1.9x Div.
yield
1.9%


  • 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) $14
Currency USD
Expense ratio 40 bp
Distributions Semi-annual

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 51
Wgt avg mkt cap (mns) $186,054
Large cap (>$10bn) 90.9%
Mid cap ($2-10bn) 9.1%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
VERIZON COMMUNICATIONS INC 7.2 %
COMCAST CORP-CL A 6.5 %
AT&T INC 6.4 %
WALT DISNEY CO/THE 5.0 %
T-MOBILE US, INC. 4.7 %
ELECTRONIC ARTS INC 4.3 %
META PLATFORMS INC 4.1 %
ACTIVISION BLIZZARD INC 4.0 %
ALPHABET INC. CLASS A 3.3 %
ALPHABET INC. CLASS C 3.0 %
Total 48.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 99.3 %
LUXEMBOURG 0.6 %
ISRAEL 0.3 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-26.3% -33.4% -- -- 2.2%

Market Correlations
versus... Beta R-squared
S&P500 1.05 81%
MSCI EAFE 1.05 79%
MSCI Emg. Mkts. 0.91 66%

Technical Indicators
Recent close $25.79
30d moving avg. $27.13
Annualized volatility 21.9%
Short interest (ETF) 0.5%
Short interest (Underlying) 4.4%
Relative strength (RSI) 46

Liquidity measures
Avg. volume (thou.) 0
Turnover 0.0%
Bid/Ask (% of price) 0.47%
ADV underlying (mns) $23,472

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 698 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™: 8.6%


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 70.7 40 0 8.9 +0.3
XLC The Communication Services Select Sector SPDR Fund 64.7 10 30 8.5 -0.1
VOX Vanguard Telecommunication Services Index Fund 63.3 10 30 7.3 -1.3
FCOM Fidelity MSCI Telecommunication Services Index ETF 63.1 8 32 7.4 -1.1
IEME iShares Evolved U.S. Media & Entertainment ETF 52.1 18 22 6.4 -2.2
IXP iShares Global Comm Services ETF 42.3 43 -3 7.7 -0.9
PBS Invesco Dynamic Media ETF 35.1 63 -23 8.8 +0.3
IYZ iShares U.S. Telecommunications ETF 33.2 42 -2 10.0 +1.4
MTVR Fount Metaverse ETF 22.6 70 -30 6.4 -2.2
BNGE First Trust S-Network Streaming and Gaming ETF 20.8 70 -30 0.8 -7.8
SUBS Fount Subscription Economy ETF 20.2 70 -30 5.2 -3.4
MILN Global X Millennial Consumer ETF 20.0 50 -10 3.4 -5.1
FPAG FPA Global Equity ETF 19.2 49 -9 7.1 -1.5
FDN First Trust Dow Jones Internet Index Fund 19.0 51 -11 4.3 -4.2
GVIP Goldman Sachs Hedge Industry VIP ETF 18.8 45 -5 4.8 -3.8
FMET Fidelity Metaverse ETF 18.2 39 1 5.7 -2.9
SPQQ Siren Large Cap Blend Index ETF 18.0 20 20 0.0 -8.6
PNQI Invesco NASDAQ Internet ETF 17.4 60 -20 3.5 -5.1
XTL SPDR S&P Telecom ETF 16.7 35 5 5.9 -2.7
QYLD Global X NASDAQ 100 Covered Call ETF 15.9 60 -20 5.3 -3.3
QRMI Global X NASDAQ 100 Risk Managed Income ETF 15.7 60 -20 5.3 -3.3
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 15.7 60 -20 5.4 -3.2
NUSI Nationwide Risk-Managed Income ETF 15.6 68 -28 5.9 -2.6
QQQ Invesco QQQ Trust 15.5 20 20 6.0 -2.5
QQQM Invesco NASDAQ 100 ETF 15.5 15 25 6.2 -2.4
OND ProShares On-Demand ETF 15.5 58 -18 -5.7 -14.3
QTR Global X NASDAQ 100 Tail Risk ETF 15.4 60 -20 5.2 -3.3
QCLR Global X NASDAQ 100 Collar 95-110 ETF 15.4 60 -20 5.0 -3.6
GBUY Goldman Sachs Future Consumer Equity ETF 15.2 75 -35 3.1 -5.5
METV Roundhill Ball Metaverse ETF 15.0 59 -19 5.0 -3.6
CGGR Capital Group Growth ETF 14.9 39 1 5.1 -3.5
ARVR First Trust Indxx Metaverse ETF 14.4 70 -30 6.6 -2.0
BUZZ VanEck Social Sentiment ETF 14.3 75 -35 -1.8 -10.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 14.0 15 25 8.3 -0.3
SOCL Global X Social Media ETF 13.9 65 -25 3.2 -5.4
QQMG Invesco ESG NASDAQ 100 ETF 13.6 20 20 6.3 -2.2
IWFH iShares Virtual Work and Life Multisector ETF 13.5 47 -7 -1.3 -9.8
OGIG O'Shares Global Internet Giants ETF 13.3 48 -8 0.0 -8.6
HERO Global X Video Games & Esports ETF 13.3 50 -10 5.6 -3.0
ESPO VanEck Video Gaming & eSports ETF 13.3 55 -15 4.5 -4.1
XLG Invesco S&P 500 Top 50 ETF 13.2 20 20 5.8 -2.7
IGM iShares Expanded Tech Sector ETF 13.1 43 -3 5.9 -2.7
EQOP Natixis U.S. Equity Opportunities ETF 13.0 90 -50 6.8 -1.8
SUBZ Roundhill Streaming Services & Technology ETF 13.0 75 -35 0.0 -8.6
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 13.0 21 19 4.3 -4.3
ZGEN Generation Z ETF 12.8 60 -20 -5.9 -14.5
ANEW ProShares MSCI Transformational Changes ETF 12.7 45 -5 4.3 -4.2
PLAT WisdomTree Modern Tech Platforms Fund 12.7 20 20 2.0 -6.6
GURU Global X Guru Index ETF 12.5 75 -35 2.4 -6.2
VEGN US Vegan Climate ETF 12.5 60 -20 6.1 -2.5
HVAL ALPS Hillman Active Value ETF 12.5 55 -15 7.9 -0.7
ITAN Sparkline Intangible Value ETF 12.5 50 -10 7.7 -0.8
FTQI First Trust Nasdaq BuyWrite Income ETF 12.4 85 -45 4.1 -4.5
PSJ Invesco Dynamic Software ETF 12.4 56 -16 3.9 -4.7
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 12.4 47 -7 6.1 -2.5
IYC iShares U.S. Consumer Services ETF 12.4 43 -3 4.7 -3.9
SPXT ProShares S&P 500 Ex-Technology ETF 12.3 27 13 6.6 -2.0
OEF iShares S&P 100 ETF 12.2 20 20 6.2 -2.4
MGK Vanguard Mega Cap Growth ETF 12.2 7 33 5.5 -3.0
VUG Vanguard Growth Index Fund 12.1 4 36 5.3 -3.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 12.1 15 25 14.6 +6.0
GENY Principal Millennials Index ETF 12.1 45 -5 4.7 -3.9
ACSI American Customer Satisfaction Core Alpha ETF 12.1 66 -26 5.3 -3.3
GK AdvisorShares Gerber Kawasaki ETF 12.0 81 -41 4.9 -3.7
CACG ClearBridge All Cap Growth ETF 12.0 53 -13 4.6 -4.0
KNGS UPHOLDINGS Compound Kings ETF 11.9 60 -20 4.3 -4.3
BYTE Roundhill IO Digital Infrastructure ETF 11.9 75 -35 3.6 -5.0
JOYY Infusive Compounding Global Equities ETF 11.8 51 -11 4.1 -4.4
SFYF SoFi 50 ETF 11.6 29 11 -2.8 -11.3
GAMR ETFMG Video Game Tech ETF 11.6 75 -35 7.0 -1.5
INNO Harbor Disruptive Innovation ETF 11.6 75 -35 -3.7 -12.3
TECB iShares US Tech Breakthrough Multisector ETF 11.5 40 0 6.0 -2.6
IETC iShares Evolved U.S. Technology ETF 11.5 18 22 5.7 -2.9
VDNI V-Shares US Leadership Diversity ETF 11.4 29 11 6.7 -1.9
PZLG Puzzle Mature Growth 11.3 10 30 4.9 -3.7
SCHG Schwab U.S. Large-Cap Growth ETF 11.3 4 36 5.0 -3.6
FIVG Defiance Next Gen Connectivity ETF 11.2 30 10 7.0 -1.5
IYW iShares U.S. Technology ETF 11.2 43 -3 6.2 -2.4
NERD Roundhill BITKRAFT Esports & Digital Entertainment ETF 11.1 25 15 -13.6 -22.2
VR Global X Metaverse ETF 11.1 50 -10 5.5 -3.1
QLC FlexShares US Quality Large Cap Index Fund 11.0 32 8 7.2 -1.4
MMLG First Trust Multi-Manager Large Growth ETF 11.0 85 -45 2.9 -5.7
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 10.9 12 28 6.8 -1.8
PUNK Subversive Metaverse ETF 10.9 75 -35 2.6 -6.0
CGUS Capital Group Core Equity ETF 10.9 33 7 6.5 -2.0
DFUV Dimensional US Marketwide Value ETF 10.9 0 40 0.0 -8.6
ILCG iShares Morningstar Growth ETF 10.9 4 36 4.9 -3.7
VSL Volshares Large Capital ETF 10.8 65 -25 5.9 -2.7
HKND Humankind US Stock ETF 10.7 11 29 7.8 -0.7
GGRW Gabelli Growth Innovators ETF 10.7 90 -50 3.6 -5.0
DIVB iShares U.S. Dividend & Buyback ETF 10.6 25 15 8.0 -0.6
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 10.6 60 -20 5.9 -2.7
SPXV ProShares S&P 500 Ex-Health Care ETF 10.5 27 13 6.2 -2.4
SPXN ProShares S&P 500 Ex-Financials ETF 10.4 27 13 6.1 -2.4
DBLV AdvisorShares DoubleLine Value Equity ETF 10.4 91 -51 6.9 -1.7
LIV Emles (a)Home ETF 10.4 49 -9 5.9 -2.7
DYNF BlackRock U.S. Equity Factor Rotation ETF 10.4 30 10 7.4 -1.2
NACP Impact Shares NAACP Minority Empowerment ETF 10.3 49 -9 6.4 -2.2
IWL iShares Russell Top 200 ETF 10.3 15 25 6.3 -2.3
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 10.3 20 20 5.4 -3.2
ENTR Entrepreneur 30 Fund 10.2 49 -9 5.8 -2.7
UGCE Uncommon Portfolio Design Core Equity ETF 10.2 65 -25 6.9 -1.7
ODDS Pacer BlueStar Digital Entertainment ETF 10.2 60 -20 4.9 -3.6
SDOG ALPS Sector Dividend Dogs ETF 10.2 40 0 9.9 +1.3
GBLO Global Beta Low Beta ETF 10.2 29 11 8.0 -0.6
EPS WisdomTree U.S. Earnings 500 Fund 10.2 8 32 8.0 -0.6
GSPY Gotham Enhanced 500 ETF 10.1 50 -10 6.8 -1.8
XVV iShares ESG Screened S&P 500 ETF 10.1 8 32 6.5 -2.1
BKLC BNY Mellon US Large Cap Core Equity ETF 10.1 0 40 6.4 -2.2
XWEB SPDR S&P Internet ETF 10.0 35 5 -3.4 -11.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 10.0 19 21 7.2 -1.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 10.0 50 -10 6.2 -2.4
IWY iShares Russell Top 200 Growth ETF 10.0 20 20 6.2 -2.4
MGC Vanguard Mega Cap Index Fund 10.0 7 33 6.3 -2.2
VONG Vanguard Russell 1000 Growth Index Fund 9.8 8 32 6.0 -2.6
AIEQ AI Powered Equity ETF 9.8 80 -40 6.5 -2.1
IWF iShares Russell 1000 Growth ETF 9.8 19 21 5.9 -2.7
AVDR AVDR US LargeCap Leading ETF 9.8 60 -20 6.5 -2.0
ESGV Vanguard ESG U.S. Stock ETF 9.7 9 31 6.4 -2.2
LRND IQ U.S. Large Cap R&D Leaders ETF 9.7 14 26 8.0 -0.6
XPND First Trust Expanded Technology ETF 9.6 65 -25 6.3 -2.3
QUS SPDR MSCI USA StrategicFactors ETF 9.6 15 25 6.8 -1.7
VOOG Vanguard S&P 500 Growth ETF 9.5 10 30 6.1 -2.5
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 9.5 58 -18 5.9 -2.7
IUS Invesco Strategic US ETF 9.5 19 21 7.5 -1.0
IVW iShares S&P 500 Growth ETF 9.5 18 22 6.0 -2.6
SPYG SPDR Portfolio S&P 500 Growth ETF 9.5 4 36 6.1 -2.4
EFIV SPDR S&P 500 ESG ETF 9.4 10 30 6.6 -2.0
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 9.4 35 5 6.1 -2.5
FXD First Trust Consumer Discretionary AlphaDEX Fund 9.4 63 -23 9.5 +0.9
SNPE Xtrackers S&P 500 ESG ETF 9.4 10 30 6.6 -1.9
SPXE ProShares S&P 500 Ex-Energy ETF 9.4 27 13 6.4 -2.2
IUSG iShares Core S&P US Growth ETF 9.4 4 36 6.2 -2.4
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 9.3 20 20 6.4 -2.2
ECOZ TrueMark ESG Active Opportunities ETF 9.3 58 -18 5.3 -3.3
XYLD Global X S&P 500 Covered Call ETF 9.3 60 -20 5.6 -3.0
TMFC Motley Fool 100 Index ETF 9.3 50 -10 5.0 -3.6
IQSU IQ Candriam ESG US Equity ETF 9.3 9 31 6.4 -2.2
IVSG Invesco Select Growth ETF 9.3 48 -8 5.3 -3.3
SUSL iShares ESG MSCI USA Leaders ETF 9.3 10 30 6.4 -2.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 9.3 10 30 6.4 -2.2
USMV iShares Edge MSCI Min Vol USA ETF 9.2 15 25 6.0 -2.5
XYLG Global X S&P 500 Covered Call & Growth ETF 9.2 60 -20 5.8 -2.8
XRMI Global X S&P 500 Risk Managed Income ETF 9.2 60 -20 5.6 -2.9
VLU SPDR S&P 1500 Value Tilt ETF 9.1 12 28 8.6 -0.0
NULG Nuveen ESG Large-Cap Growth ETF 9.1 25 15 5.2 -3.4
CATH Global X S&P 500 Catholic Values Custom ETF 9.1 29 11 6.2 -2.4
GFGF Guru Favorite Stocks ETF 9.1 65 -25 7.0 -1.6
DSI iShares MSCI KLD 400 Social ETF 9.0 25 15 6.4 -2.2
SPY SPDR S&P 500 ETF Trust 9.0 9 31 6.4 -2.1
WBIY WBI Power Factor High Dividend ETF 9.0 70 -30 11.8 +3.3
IVV iShares Core S&P 500 ETF 9.0 3 37 6.5 -2.1
PBP Invesco S&P 500 BuyWrite ETF 9.0 49 -9 5.7 -2.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 9.0 7 33 6.3 -2.3
SPLG SPDR Portfolio S&P 500 ETF 9.0 3 37 6.5 -2.1
VOO VANGUARD S&P 500 ETF 9.0 3 37 6.5 -2.1
VOTE Engine No. 1 Transform 500 ETF 8.9 5 35 6.3 -2.2
SFY SoFi Select 500 ETF 8.9 0 40 6.4 -2.2
PBUS Invesco PureBeta MSCI USA ETF 8.9 4 36 6.4 -2.2
VV Vanguard Large-Cap Index Fund 8.9 4 36 6.3 -2.3
XTR Global X S&P 500 Tail Risk ETF 8.9 60 -20 5.7 -2.9
QUAL iShares MSCI Usa Quality Factor ETF 8.8 15 25 6.7 -1.8
IWX iShares Russell Top 200 Value ETF 8.8 20 20 7.6 -1.0
XCLR Global X S&P 500 Collar 95-110 ETF 8.8 60 -20 5.4 -3.1
SPDV AAM S&P 500 High Dividend Value ETF 8.8 29 11 10.1 +1.5
PRF Invesco FTSE RAFI US 1000 ETF 8.8 39 1 7.9 -0.6
USMF WisdomTree U.S. Multifactor Fund 8.8 28 12 9.3 +0.7
PEJ Invesco Dynamic Leisure & Entertainment ETF 8.8 55 -15 1.1 -7.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 8.7 2 38 6.4 -2.2
RAFE PIMCO RAFI ESG U.S. ETF 8.7 30 10 8.8 +0.3
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 8.7 49 -9 5.7 -2.9
XVOL Acruence Active Hedge U.S. Equity ETF 8.7 83 -43 5.7 -2.8
IUSA Amberwave Invest USA JSG Fund 8.6 67 -27 6.8 -1.8
VSLU Applied Finance Valuation Large Cap ETF 8.6 49 -9 8.0 -0.6
ILCB iShares Morningstar U.S. Equity ETF 8.6 3 37 6.4 -2.2
AIQ Global X Future Analytics Tech ETF 8.6 68 -28 5.5 -3.1
FBCV Fidelity Blue Chip Value ETF 8.6 59 -19 7.4 -1.2
FDRR Fidelity Dividend ETF for Rising Rates 8.6 29 11 8.3 -0.3
EQWL Invesco Russell Top 200 Equal Weight ETF 8.6 25 15 7.6 -1.0
SCHX Schwab U.S. Large-Cap ETF 8.6 3 37 6.4 -2.2
IWB iShares Russell 1000 ETF 8.5 15 25 6.3 -2.2
DFUS Dimensional U.S. Equity ETF 8.5 11 29 6.5 -2.1
VONE Vanguard Russell 1000 ETF 8.5 8 32 6.4 -2.2
VLUE iShares MSCI USA Value Factor ETF 8.5 15 25 12.8 +4.3
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 8.5 75 -35 7.6 -0.9
DWLD Davis Select Worldwide ETF 8.5 63 -23 7.2 -1.4
XNTK SPDR NYSE Technology ETF 8.5 35 5 6.0 -2.5
QQQJ Invesco NASDAQ Next Gen 100 ETF 8.4 15 25 4.4 -4.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 8.4 15 25 6.3 -2.3
VFMV Vanguard U.S. Minimum Volatility ETF 8.4 13 27 6.2 -2.3
IYY iShares Dow Jones U.S. ETF 8.4 20 20 6.2 -2.4
SCHK Schwab 1000 Index ETF 8.3 5 35 6.4 -2.2
WTV WisdomTree US Value Fund 8.3 12 28 9.9 +1.4
FDLO Fidelity Low Volatility Factor ETF 8.3 29 11 5.8 -2.8
SPTM SPDR Portfolio Total Stock Market ETF 8.3 3 37 6.6 -1.9
TDIV First Trust NASDAQ Technology Dividend Index Fund 8.2 50 -10 8.2 -0.3
XOUT GraniteShares XOUT U.S. Large Cap ETF 8.2 60 -20 5.8 -2.7
FBCG Fidelity Blue Chip Growth ETF 8.2 59 -19 2.9 -5.7
RECS Columbia Research Enhanced Core ETF 8.1 15 25 7.6 -1.0
EQUL IQ Engender Equality ETF 8.0 45 -5 8.0 -0.6
QVML Invesco S&P 500 QVM Multi-factor ETF 8.0 11 29 6.8 -1.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 8.0 14 26 6.4 -2.2
ESGU iShares MSCI USA ESG Optimized ETF 8.0 15 25 6.3 -2.2
IWV iShares Russell 3000 ETF 8.0 20 20 6.1 -2.5
VTHR Vanguard Russell 3000 Index Fund 8.0 10 30 6.1 -2.5
RESP WisdomTree US ESG Fund of Benef Interest 8.0 28 12 7.9 -0.7
SDEP SFP Core Equity Strategy 8.0 0 40 7.2 -1.4
ESG FlexShares STOXX US ESG Impact Index Fund 8.0 32 8 6.4 -2.2
CGDV Capital Group Dividend Value ETF 7.9 33 7 6.7 -1.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 7.9 3 37 6.2 -2.4
MXDU Nationwide Maximum Diversification US Core Equity ETF 7.9 34 6 5.7 -2.9
SXQG 6 Meridian Quality Growth ETF 7.9 100 -60 5.7 -2.9
VTI Vanguard Total Stock Market Index Fund 7.9 3 37 5.9 -2.7
FDL First Trust Morningstar Dividend Leaders Index Fund 7.9 45 -5 9.3 +0.7
SCHB Schwab U.S. Broad Market ETF 7.9 3 37 6.3 -2.3
RWL Invesco S&P 500 Revenue ETF 7.9 39 1 7.5 -1.1
KRMA Global X Conscious Companies ETF 7.9 43 -3 6.7 -1.9
DSTL Distillate US Fundamental Stability & Value ETF 7.9 39 1 7.7 -0.9
HEET Hartford Schroders ESG US Equity ETF 7.8 39 1 7.2 -1.4
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 7.8 15 25 6.3 -2.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 7.8 20 20 6.3 -2.2
FVAL Fidelity Value Factor ETF 7.8 29 11 9.9 +1.4
QQQN VictoryShares Nasdaq Next 50 ETF 7.8 18 22 6.7 -1.9
ICAP InfraCap Equity Income Fund ETF 7.8 80 -40 9.4 +0.8
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 7.7 20 20 7.1 -1.5
DFAU Dimensional US Core Equity Market ETF 7.7 12 28 6.7 -1.9
WRND IQ Global Equity R&D Leaders ETF 7.7 18 22 8.2 -0.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 7.7 18 22 6.3 -2.3
FQAL Fidelity Quality Factor ETF 7.7 29 11 7.3 -1.3
QLV FlexShares US Quality Low Volatility Index Fund 7.6 22 18 5.8 -2.7
IGV iShares Expanded Tech-Software ETF 7.6 43 -3 4.0 -4.6
LRGE ClearBridge Large Cap Growth ESG ETF 7.6 59 -19 4.5 -4.1
LGBT LGBTQ + ESG100 ETF 7.6 75 -35 0.0 -8.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 7.5 10 30 5.9 -2.7
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 7.5 69 -29 6.9 -1.7
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 7.5 50 -10 3.5 -5.1
MVPS Amplify Thematic All-Stars ETF 7.5 49 -9 2.3 -6.2
FUNL CornerCap Fundametrics Large-Cap ETF 7.4 50 -10 8.7 +0.1
XITK SPDR FactSet Innovative Technology ETF 7.4 45 -5 -3.6 -12.1
LVHD Legg Mason Low Volatility High Dividend ETF 7.4 27 13 7.8 -0.7
DURA VanEck Morningstar Durable Dividend ETF 7.4 29 11 7.7 -0.8
COWZ Pacer US Cash Cows 100 ETF 7.4 49 -9 12.7 +4.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 7.4 9 31 6.8 -1.7
FTHI First Trust High Income ETF 7.4 85 -45 4.3 -4.2
ABEQ Absolute Core Strategy ETF 7.4 85 -45 4.9 -3.6
FNDX Schwab Fundamental U.S. Large Co. Index ETF 7.3 25 15 7.9 -0.7
BUL Pacer US Cash Cows Growth ETF 7.3 60 -20 9.7 +1.1
UBCB UBC Algorithmic Fundamentals ETF 7.3 75 -35 5.0 -3.6
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 7.3 17 23 6.7 -1.9
GRZZ Grizzle Growth ETF 7.3 75 -35 7.3 -1.3
KVLE KFA Value Liner Dynamic Core Equity Index ETF 7.3 56 -16 6.8 -1.7
WOMN Impact Shares YWCA Women's Empowerment ETF 7.3 75 -35 6.5 -2.0
OUSA O'Shares FTSE US Quality Dividend ETF 7.3 48 -8 7.3 -1.2
CLRG IQ Chaikin U.S. Large Cap ETF 7.3 25 15 6.6 -1.9
FLLV Franklin Liberty U.S. Low Volatility ETF 7.3 29 11 6.3 -2.3
AQGX AI Quality Growth ETF 7.3 97 -57 5.3 -3.3
CVAR Cultivar ETF 7.2 87 -47 8.1 -0.5
VALQ American Century STOXX U.S. Quality Value ETF 7.2 29 11 10.0 +1.5
GBDV Global Beta Smart Income ETF 7.2 29 11 9.6 +1.1
WLDR Affinity World Leaders Equity ETF 7.1 67 -27 10.4 +1.8
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 7.1 57 -17 6.1 -2.5
SHE SPDR SSGA Gender Diversity Index ETF 7.1 20 20 6.2 -2.4
IVLC Invesco US Large Cap Core ESG ETF 7.1 48 -8 6.2 -2.4
JVAL JPMorgan U.S. Value Factor ETF 7.1 12 28 9.6 +1.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 7.0 15 25 6.5 -2.1
IWD iShares Russell 1000 Value ETF 7.0 19 21 7.6 -1.0
VONV Vanguard Russell 1000 Value Index Fund 7.0 8 32 7.7 -0.9
AFLG First Trust Active Factor Large Cap ETF 6.9 55 -15 7.9 -0.7
FNDB Schwab Fundamental U.S. Broad Market Index ETF 6.9 25 15 7.8 -0.8
GCIG Genuine Investors ETF 6.9 100 -60 6.2 -2.4
AILV Alpha Intelligent - Large Cap Value ETF 6.9 85 -45 6.5 -2.0
REVS Columbia Research Enhanced Value ETF 6.9 19 21 8.9 +0.3
DIVZ TrueShares Low Volatility Equity Income ETF 6.8 65 -25 8.1 -0.4
DUSA Davis Select U.S. Equity ETF 6.8 62 -22 9.2 +0.6
LRGF iShares Edge MSCI Multifactor USA ETF 6.8 20 20 9.0 +0.4
MRAD SmartETFs Advertising & Marketing Technology ETF 6.8 68 -28 4.0 -4.6
RPV Invesco S&P 500 Pure Value ETF 6.8 35 5 10.2 +1.6
JHML John Hancock Multifactor Large Cap ETF 6.8 29 11 6.8 -1.8
DJD Invesco Dow Jones Industrial Average Dividend ETF 6.7 7 33 9.6 +1.0
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 6.7 47 -7 0.2 -8.4
YLDE ClearBridge Dividend Strategy ESG ETF 6.7 60 -20 6.3 -2.3
ALFA AlphaClone Alternative Alpha ETF 6.7 65 -25 5.3 -3.3
NZUS SPDR MSCI USA Climate Paris Aligned ETF 6.7 10 30 6.0 -2.5
ISHP First Trust S-Network E-Commerce ETF 6.7 60 -20 4.1 -4.4
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 6.7 30 10 8.1 -0.5
EDOW First Trust Dow 30 Equal Weight ETF 6.7 50 -10 7.5 -1.1
VOOV Vanguard S&P 500 Value ETF 6.6 10 30 7.2 -1.3
IVE iShares S&P 500 Value ETF 6.6 18 22 7.2 -1.4
JQUA JPMorgan U.S. Quality Factor ETF 6.6 12 28 7.0 -1.5
SPYV SPDR Portfolio S&P 500 Value ETF 6.6 4 36 7.3 -1.3
MBCC Monarch Blue Chips Core ETF 6.6 125 -85 4.1 -4.5
HLGE Hartford Longevity Economy ETF 6.6 44 -4 8.8 +0.2
FLRG Fidelity U.S. Multifactor ETF 6.5 29 11 8.3 -0.3
TOK iShares MSCI Kokusai ETF 6.5 25 15 6.5 -2.0
KONG Formidable Fortress ETF 6.5 89 -49 6.2 -2.4
KOKU Xtrackers MSCI Kokusai Equity ETF 6.4 9 31 6.6 -2.0
AILG Alpha Intelligent - Large Cap Growth ETF 6.4 85 -45 4.3 -4.3
MOAT VanEck Morningstar Wide Moat ETF 6.4 47 -7 7.0 -1.6
SPMO Invesco S&P 500 Momentum ETF 6.3 13 27 6.3 -2.3
FMIL Fidelity New Millennium ETF 6.3 59 -19 7.3 -1.3
NULC Nuveen ESG Large-Cap ETF 6.3 20 20 6.6 -2.0
FLQL Franklin LibertyQ U.S. Equity ETF 6.3 15 25 7.7 -0.9
UFO Procure Space ETF 6.3 75 -35 2.0 -6.6
SPVU Invesco S&P 500 Enhanced Value ETF 6.3 13 27 11.2 +2.6
QWLD SPDR MSCI World StrategicFactors ETF 6.3 30 10 6.7 -1.9
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 6.3 25 15 6.9 -1.7
DVY iShares Select Dividend ETF 6.3 39 1 9.2 +0.6
IUSV iShares Core S&P U.S. Value ETF 6.3 4 36 7.4 -1.2
RAYD Rayliant Quantitative Developed Market Equity ETF 6.2 80 -40 9.6 +1.1
BTHM BlackRock Future U.S. Themes ETF 6.2 60 -20 6.7 -1.9
IOO iShares Global 100 ETF 6.2 40 0 6.3 -2.2
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 6.2 15 25 8.7 +0.1
XDAT Franklin Exponential Data ETF 6.1 50 -10 3.2 -5.3
SUSA iShares MSCI USA ESG Select ETF 6.1 25 15 6.3 -2.2
PZLD Puzzle Divdend Leaders 6.1 10 30 7.1 -1.4
BKUS BNY Mellon Sustainable US Equity ETF 6.1 60 -20 5.5 -3.0
URTH iShares MSCI World ETF 6.1 24 16 6.5 -2.1
SDEI Sound Equity Income ETF 6.0 45 -5 10.4 +1.9
FDMO Fidelity Momentum Factor ETF 6.0 29 11 4.9 -3.7
ROUS Hartford Multifactor US Equity ETF 6.0 19 21 7.9 -0.7
BOSS Global X Founder-Run Companies ETF 6.0 45 -5 3.5 -5.1
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 6.0 20 20 9.6 +1.0
AVUS Avantis U.S. Equity ETF 6.0 15 25 7.5 -1.1
RBUS Nationwide Risk-Based U.S. Equity ETF 5.9 30 10 6.0 -2.5
FDG American Century Focused Dynamic Growth ETF 5.9 45 -5 3.3 -5.3
SPYD SPDR S&P 500 High Dividend ETF 5.9 7 33 8.8 +0.3
SKYY First Trust Cloud Computing ETF 5.9 60 -20 4.4 -4.1
FSST Fidelity Sustainability U.S. Equity ETF 5.9 59 -19 6.3 -2.3
SPHB Invesco S&P 500 High Beta ETF 5.9 25 15 4.7 -3.9
DFAC Dimensional U.S. Core Equity 2 ETF 5.8 19 21 7.3 -1.3
MOTE VanEck Morningstar ESG Moat ETF 5.8 49 -9 6.4 -2.1
SSPY Syntax Stratified LargeCap ETF 5.8 30 10 7.0 -1.6
EQAL Invesco Russell 1000 Equal Weight ETF 5.7 20 20 6.9 -1.7
RFDA RiverFront Dynamic US Dividend Advantage ETF 5.7 52 -12 8.8 +0.2
ZECP Zacks Earnings Consistent Portfolio ETF 5.7 55 -15 6.3 -2.2
YPS Arrow Reverse Cap 500 ETF 5.7 29 11 6.8 -1.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.6 20 20 8.0 -0.6
WFH Direxion Work From Home ETF 5.6 45 -5 0.0 -8.6
SIXA 6 Meridian Mega Cap Equity ETF 5.5 86 -46 8.0 -0.5
FFND Future Fund Active ETF 5.5 101 -61 2.5 -6.1
NUDV Nuveen ESG Dividend ETF 5.5 25 15 7.9 -0.7
RFFC RiverFront Dynamic US Flex-Cap ETF 5.5 52 -12 6.1 -2.5
SPGP Invesco S&P 500 GARP ETF 5.5 36 4 8.7 +0.2
TMFX Motley Fool Next Index ETF 5.4 50 -10 4.0 -4.6
SCHD Schwab U.S. Dividend Equity ETF 5.4 6 34 9.3 +0.7
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 5.4 45 -5 6.3 -2.3
PEZ Invesco DWA Consumer Cyclicals Momentum ETF 5.4 60 -20 7.4 -1.1
HDV iShares Core High Dividend ETF 5.4 8 32 8.0 -0.6
MRND IQ U.S. Mid Cap R&D Leaders ETF 5.4 16 24 3.2 -5.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 5.4 20 20 6.7 -1.9
VOT Vanguard Mid-Cap Growth Index Fund 5.3 7 33 4.5 -4.1
ACWI iShares MSCI ACWI ETF 5.3 32 8 6.7 -1.9
RNDV US Equity Dividend Select ETF 5.3 50 -10 9.0 +0.4
STLV iShares Factors US Value Style ETF 5.3 25 15 9.7 +1.1
SIXH 6 Meridian Hedged Equity-Index Option Strategy ETF 5.2 87 -47 7.7 -0.9
EUSA iShares MSCI USA Equal Weighted ETF 5.2 9 31 6.6 -2.0
ILCV iShares Morningstar Value ETF 5.2 4 36 7.7 -0.8
WWOW Direxion World Without Waste ETF 5.2 50 -10 0.2 -8.3
SIZE iShares MSCI USA Size Factor ETF 5.1 15 25 6.8 -1.7
SPMV Invesco S&P 500 Minimum Variance ETF 5.1 10 30 5.9 -2.7
NUMV Nuveen ESG Mid-Cap Value ETF 5.1 30 10 8.6 +0.0
VFVA Vanguard U.S. Value Factor ETF 5.1 14 26 13.0 +4.5
TIME Clockwise Capital Innovation ETF 5.1 95 -55 3.4 -5.2
QDYN FlexShares Quality Dividend Dynamic Index Fund 5.1 37 3 8.6 +0.0
TMFG Motley Fool Global Opportunities ETF 5.0 85 -45 4.5 -4.1
VUSE Vident Core US Equity Fund 5.0 48 -8 11.6 +3.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 5.0 12 28 6.3 -2.3
QDEF FlexShares Quality Dividend Defensive Index Fund 5.0 37 3 7.3 -1.2
QDF FlexShares Quality Dividend Index Fund 5.0 37 3 7.8 -0.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 5.0 30 10 7.7 -0.8
THNQ ROBO Global Artificial Intelligence ETF 5.0 68 -28 3.5 -5.0
ACIO Aptus Collared Income Opportunity ETF 4.9 79 -39 5.5 -3.0
MMTM SPDR S&P 1500 Momentum Tilt ETF 4.9 12 28 6.0 -2.5
ADME Aptus Drawdown Managed Equity ETF 4.9 79 -39 5.3 -3.3
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 4.9 35 5 8.3 -0.3
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 4.9 35 5 8.2 -0.3
LSLT Salt Low truBeta US Market ETF 4.9 60 -20 0.0 -8.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.9 18 22 8.2 -0.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 4.8 60 -20 8.1 -0.5
AVLV Avantis U.S. Large Cap Value ETF 4.7 15 25 9.4 +0.9
JDIV JPMorgan U.S. Dividend ETF 4.7 12 28 8.6 +0.0
VT Vanguard Total World Stock ETF 4.7 8 32 6.8 -1.8
SCHV Schwab U.S. Large-Cap Value ETF 4.7 4 36 7.7 -0.8
MGV Vanguard Mega Cap Value ETF 4.7 7 33 7.9 -0.7
NZRO Strategy Shares Halt Climate Change ETF 4.7 95 -55 1.9 -6.6
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 4.7 35 5 8.4 -0.2
ACVF American Conservative Values ETF 4.6 75 -35 5.6 -2.9
NULV Nuveen ESG Large-Cap Value ETF 4.6 25 15 8.0 -0.6
JEPI JPMorgan Equity Premium Income ETF 4.6 35 5 5.7 -2.8
DHS WisdomTree U.S. High Dividend Fund 4.6 38 2 8.3 -0.2
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 4.5 60 -20 2.9 -5.7
FLDZ RiverNorth Volition America Patriot ETF 4.5 70 -30 6.2 -2.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 4.5 9 31 6.6 -2.0
ESGG FlexShares STOXX Global ESG Impact Index Fund 4.5 42 -2 6.5 -2.1
ACWV iShares MSCI Global Min Vol Factor ETF 4.5 20 20 6.0 -2.5
CLOU Global X Cloud Computing ETF 4.5 68 -28 1.7 -6.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 4.4 75 -35 7.4 -1.1
SDGA Impact Shares Sustainable Development Goals Global ETF 4.4 75 -35 7.2 -1.4
AUSF Global X Adaptive U.S. Factor ETF 4.4 27 13 6.3 -2.3
PKW Invesco Buyback Achievers ETF 4.4 64 -24 10.0 +1.5
FDWM Fidelity Women's Leadership ETF 4.4 59 -19 6.5 -2.1
VYM Vanguard High Dividend Yield Index ETF 4.4 6 34 8.2 -0.3
RSP Invesco S&P 500 Equal Weight ETF 4.4 20 20 6.9 -1.7
SLT Pacer Salt High truBeta US Market ETF 4.4 60 -20 0.0 -8.6
RNLC Large Cap US Equity Select ETF 4.4 60 -20 7.5 -1.1
DIV Global X SuperDividend US ETF 4.3 45 -5 6.4 -2.2
FTA First Trust Large Cap Value AlphaDEX Fund 4.3 60 -20 10.8 +2.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 4.3 38 2 7.2 -1.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.3 9 31 6.8 -1.8
VTV Vanguard Value Index Fund 4.3 4 36 7.9 -0.6
GIGE SoFi Gig Economy ETF 4.2 59 -19 -6.7 -15.2
ARKW ARK Web x.0 ETF 4.2 83 -43 -15.1 -23.7
ARKX ARK Space Exploration & Innovation ETF 4.2 75 -35 3.2 -5.4
ARKQ Ark Autonomous Tech. & Robotics ETF 4.2 75 -35 -2.6 -11.2
LCG Sterling Capital Focus Equity ETF 4.2 59 -19 5.5 -3.1
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 4.1 35 5 7.0 -1.6
CFA VictoryShares US 500 Volatility Weighted Index ETF 4.1 35 5 7.0 -1.5
LOUP Innovator Loup Frontier Tech ETF 4.1 70 -30 7.3 -1.2
CGGO Capital Group Global Growth Equity ETF 4.1 47 -7 4.7 -3.9
MOTG VanEck Morningstar Global Wide Moat ETF 4.1 52 -12 6.9 -1.7
IPO Renaissance IPO ETF 4.1 60 -20 18.1 +9.6
FLV American Century Focused Large Cap Value ETF 4.1 42 -2 7.4 -1.2
RPG Invesco S&P 500 Pure Growth ETF 4.0 35 5 7.5 -1.1
PEXL Pacer US Export Leaders ETF 4.0 60 -20 7.0 -1.6
WUGI Esoterica NextG Economy ETF 4.0 75 -35 2.6 -5.9
KOCG FIS Knights of Columbus Global Belief ETF 4.0 75 -35 7.8 -0.8
FCPI Fidelity Stocks for Inflation ETF 4.0 29 11 10.1 +1.5
RDVY First Trust Rising Dividend Achievers ETF 4.0 50 -10 10.1 +1.5
BOUT Innovator IBD Breakout Opportunities ETF 4.0 84 -44 8.0 -0.6
DUHP Dimensional US High Profitability ETF 3.9 22 18 8.6 +0.1
VO Vanguard Mid-Cap Index Fund 3.8 4 36 6.2 -2.4
LVOL American Century Low Volatility ETF 3.8 29 11 6.3 -2.3
JRNY ALPS Global Travel Beneficiaries ETF 3.8 65 -25 1.0 -7.6
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 3.8 49 -9 6.9 -1.7
LGLV SPDR Russell 1000 Low Volatility ETF 3.8 12 28 5.7 -2.8
QGRO American Century STOXX U.S. Quality Growth ETF 3.8 29 11 8.5 -0.1
TTAC TrimTabs US Free Cash Flow Quality ETF 3.7 59 -19 7.3 -1.3
STLG iShares Factors US Growth Style ETF 3.7 25 15 8.7 +0.1
JAVA JPMorgan Active Value ETF 3.7 44 -4 7.1 -1.4
JMIN JPMorgan U.S. Minimum Volatility ETF 3.7 12 28 6.3 -2.3
QDIV Global X S&P 500 Quality Dividend ETF 3.6 20 20 8.9 +0.3
UVDV UVA Dividend Value ETF 3.6 80 -40 7.3 -1.3
LYFE 2nd Vote Life Neutral Plus ETF 3.6 75 -35 8.1 -0.4
IWS iShares Russell Mid-Cap Value ETF 3.6 23 17 7.5 -1.1
FEX First Trust Large Cap Core AlphaDEX Fund 3.5 59 -19 8.4 -0.1
ETHO Etho Climate Leadership U.S. ETF 3.5 48 -8 5.0 -3.5
MBOX Freedom Day Dividend ETF 3.5 39 1 8.6 -0.0
FPX First Trust US IPO Index Fund 3.5 57 -17 2.8 -5.8
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 3.4 15 25 8.1 -0.5
JMOM JPMorgan U.S. Momentum Factor ETF 3.4 12 28 6.4 -2.2
EGIS 2nd Vote Society Defended ETF 3.3 75 -35 7.5 -1.1
GBGR Global Beta Momentum-Growth ETF 3.3 29 11 2.1 -6.5
ZIG The Acquirers Fund 3.3 89 -49 13.9 +5.4
IMCV iShares Morningstar Mid-Cap Value ETF 3.3 6 34 8.0 -0.5
IWR iShares Russell Midcap ETF 3.3 19 21 6.5 -2.0
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 3.3 35 5 7.5 -1.1
NVQ QRAFT AI-Enhanced US Next Value ETF 3.3 75 -35 12.1 +3.5
IDRV iShares Self-driving EV & Tech ETF 3.3 47 -7 7.9 -0.7
CARZ First Trust NASDAQ Global Auto Index Fund 3.3 70 -30 6.1 -2.4
HART IQ Healthy Hearts ETF 3.3 45 -5 5.5 -3.1
RUFF Alpha Dog ETF 3.3 90 -50 5.4 -3.2
PWB Invesco Dynamic Large Cap Growth ETF 3.3 56 -16 5.0 -3.5
DRIV Global X Autonomous & Electric Vehicles ETF 3.3 68 -28 5.0 -3.6
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF 3.3 58 -18 4.1 -4.5
VNSE Natixis Vaughan Nelson Select ETF 3.3 80 -40 4.0 -4.5
DJIA Global X Dow 30 Covered Call ETF 3.2 60 -20 6.5 -2.0
HLAL Wahed FTSE USA Shariah ETF 3.2 50 -10 5.9 -2.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.2 25 15 7.0 -1.6
ESGS Columbia Sustainable U.S. Equity Income ETF 3.2 35 5 9.7 +1.2
DIA SPDR Dow Jones Industrial Average ETF Trust 3.2 16 24 7.1 -1.5
NUMG Nuveen ESG Mid-Cap Growth ETF 3.1 30 10 1.9 -6.6
ARKK ARK Innovation ETF 3.1 75 -35 -6.8 -15.3
ONEY SPDR Russell 1000 Yield Focus ETF 3.1 20 20 9.4 +0.8
PWC Invesco Dynamic Market ETF 3.1 60 -20 6.9 -1.6
JHMM John Hancock Multifactor Mid Cap ETF 3.1 41 -1 7.4 -1.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.0 4 36 6.7 -1.9
IMCB iShares Morningstar Mid-Cap ETF 3.0 4 36 6.6 -2.0
OUSM O'Shares FTSE Russell Small Cap Quality Dividend ETF 3.0 48 -8 8.1 -0.5
MOTO SmartETFs Smart Transportation & Technology ETF 3.0 68 -28 7.7 -0.9
DGT SPDR Global Dow ETF 3.0 50 -10 8.5 -0.1
CLNR IQ Cleaner Transport ETF 3.0 45 -5 7.6 -1.0
FAB First Trust Multi Cap Value AlphaDEX Fund 2.9 70 -30 11.1 +2.5
DEIF Sterling Capital Diverse Multi-Manager Active ETF 2.9 65 -25 7.0 -1.6
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 2.9 29 11 8.5 -0.1
DLN WisdomTree U.S. LargeCap Dividend Fund 2.9 28 12 7.2 -1.3
IBUY Amplify Online Retail ETF 2.8 65 -25 0.0 -8.6
DTD WisdomTree U.S.Total Dividend Fund 2.8 28 12 7.5 -1.1
VFQY Vanguard U.S. Quality Factor ETF 2.8 13 27 8.8 +0.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.8 24 16 8.4 -0.2
IWP iShares Russell Mid-Cap Growth ETF 2.8 23 17 4.7 -3.9
TDV ProShares S&P Technology Dividend Aristocrats ETF 2.7 46 -6 7.1 -1.5
VICE AdvisorShares Vice ETF 2.7 99 -59 5.6 -3.0
MEME Roundhill MEME ETF 2.7 69 -29 -3.9 -12.5
LSAT Leadershares Alphafactor Tactical Focused ETF 2.7 99 -59 11.7 +3.2
IMCG iShares Morningstar Mid-Cap Growth ETF 2.7 6 34 4.9 -3.7
VIRS Pacer BioThreat Strategy ETF 2.6 70 -30 7.6 -1.0
CCOR Core Alternative ETF 2.6 109 -69 5.0 -3.6
PFM Invesco Dividend Achievers ETF 2.6 53 -13 6.6 -2.0
VOE Vanguard Mid-Cap Value Index Fund 2.6 7 33 7.7 -0.8
DON WisdomTree U.S. MidCap Dividend Fund 2.6 38 2 9.2 +0.7
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 2.6 75 -35 8.2 -0.4
DEW WisdomTree Global High Dividend Fund 2.5 58 -18 8.9 +0.4
ONEO SPDR Russell 1000 Momentum Focus ETF 2.5 20 20 8.8 +0.3
LRNZ TrueMark Technology, AI & Deep Learning ETF 2.5 68 -28 -2.1 -10.7
FNK First Trust Mid Cap Value AlphaDEX Fund 2.5 70 -30 10.6 +2.1
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 2.5 30 10 7.8 -0.8
FEVR Inspire Faithward Large Cap Momentum ESG ETF 2.5 85 -45 5.8 -2.8
USVT US Value ETF 2.5 49 -9 12.5 +4.0
FTC First Trust Large Cap Growth AlphaDEX Fund 2.5 60 -20 5.8 -2.8
RDIV Invesco S&P Ultra Dividend Revenue ETF 2.4 39 1 9.8 +1.2
RNMC Mid Cap US Equity Select ETF 2.4 60 -20 8.4 -0.1
BTEK BlackRock Future Tech ETF 2.4 88 -48 0.7 -7.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.4 65 -25 7.4 -1.2
MVP Roundhill Pro Sports Media & Apparel ETF 2.4 75 -35 0.0 -8.6
FDVV Fidelity Core Dividend ETF 2.4 29 11 7.9 -0.6
FGD First Trust Dow Jones Global Select Dividend Index Fund 2.4 59 -19 14.5 +5.9
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 2.3 17 23 8.2 -0.4
MIDF iShares Edge MSCI Multifactor USA Mid-Cap ETF 2.3 25 15 11.2 +2.6
DGRW WisdomTree U.S. Quality Dividend Growth Fund 2.3 28 12 7.4 -1.2
KLCD KFA Large Cap Quality Dividend Index ETF 2.3 42 -2 6.7 -1.9
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.3 65 -25 11.2 +2.6
PEY Invesco High Yield Equity Dividend Achievers ETF 2.3 53 -13 8.4 -0.2
XSW SPDR S&P Software & Services ETF 2.3 35 5 3.9 -4.6
BFTR Future Innovators ETF 2.2 80 -40 1.4 -7.2
VFMF Vanguard U.S. Multifactor ETF 2.2 19 21 10.3 +1.8
USXF iShares ESG Advanced MSCI USA ETF 2.1 10 30 6.3 -2.3
VIG Vanguard Dividend Appreciation Index Fund 2.1 6 34 6.7 -1.8
EZM WisdomTree U.S. MidCap Earnings Fund 2.1 38 2 11.0 +2.4
SFYX Sofi Next 500 ETF 2.1 0 40 6.3 -2.3
SXUS Janus Henderson International Sustainable Equity ETF 2.1 60 -20 4.4 -4.1
GCOW Pacer Global High Dividend ETF 2.0 60 -20 10.8 +2.3
VXF Vanguard Extended Market Index Fund 2.0 6 34 2.7 -5.9
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 2.0 60 -20 12.1 +3.6
SPVM Invesco S&P 500 Value with Momentum ETF 2.0 39 1 9.6 +1.1
DEF Invesco Defensive Equity ETF 1.9 53 -13 6.4 -2.2
XT iShares Exponential Technologies ETF 1.9 46 -6 4.5 -4.1
SCHM Schwab U.S. Mid-Cap ETF 1.9 4 36 7.1 -1.5
UAV AdvisorShares Drone Technology ETF 1.9 99 -59 5.6 -3.0
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.9 29 11 9.0 +0.4
FNX First Trust Mid Cap Core AlphaDEX Fund 1.9 60 -20 8.5 -0.0
KLDW Gavekal Knowledge Leaders Developed World ETF 1.9 75 -35 5.7 -2.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.9 63 -23 5.1 -3.4
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.9 75 -35 3.9 -4.7
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.9 75 -35 10.3 +1.8
BLES Inspire Global Hope Large Cap ETF 1.9 52 -12 6.4 -2.2
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.9 49 -9 5.7 -2.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.9 7 33 6.1 -2.5
JSTC Adasina Social Justice All Cap Global ETF 1.8 89 -49 6.9 -1.7
SATO Invesco Alerian Galaxy Crypto Economy ETF 1.8 60 -20 -23.5 -32.1
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.7 20 20 7.7 -0.9
SMDY Syntax Stratified MidCap ETF 1.7 35 5 7.3 -1.3
VBK Vanguard Small-Cap Growth Index Fund 1.7 7 33 2.6 -5.9
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.7 55 -15 4.8 -3.8
FXL First Trust Technology AlphaDEX Fund 1.7 61 -21 7.2 -1.3
LEAD Siren DIVCON Leaders Dividend ETF 1.7 43 -3 8.5 -0.1
GLIF AGFiQ Global Infrastructure ETF 1.7 45 -5 4.8 -3.8
NXTG First Trust Indxx NextG ETF 1.7 70 -30 6.9 -1.7
QTUM Defiance Quantum ETF 1.7 40 0 7.1 -1.5
DFND Siren DIVCON Dividend Defender ETF 1.7 150 -110 6.7 -1.9
PY Principal Shareholder Yield Index ETF 1.7 15 25 11.5 +3.0
SYLD Cambria Shareholder Yield ETF 1.7 59 -19 13.1 +4.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.7 70 -30 5.0 -3.5
WKLY SoFi Weekly Dividend ETF 1.6 49 -9 8.3 -0.3
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.6 60 -20 8.6 -0.0
VNMC Natixis Vaughan Nelson Mid Cap ETF 1.6 85 -45 7.0 -1.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.6 70 -30 5.8 -2.7
DGRO iShares Core Dividend Growth ETF 1.6 8 32 7.8 -0.8
DIVO Amplify YieldShares CWP Dividend & Option Income ETF 1.6 55 -15 6.4 -2.1
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.6 64 -24 8.2 -0.4
SAGP Strategas Global Policy Opportunities ETF 1.6 65 -25 7.5 -1.0
IVDG Invesco Focused Discovery Growth ETF 1.6 59 -19 5.0 -3.6
FSMD Fidelity Small-Mid Factor ETF 1.6 29 11 9.2 +0.6
RYJ Invesco Raymond James SB-1 Equity ETF 1.5 75 -35 3.4 -5.1
PDP Invesco DWA Momentum ETF 1.5 62 -22 5.7 -2.8
PSET Principal Price Setters Index ETF 1.5 15 25 7.2 -1.4
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.5 60 -20 13.1 +4.5
BLOK Amplify Transformational Data Sharing ETF 1.5 71 -31 5.5 -3.0
KOMP SPDR Kensho New Economies Composite ETF 1.5 20 20 1.3 -7.3
SQEW LeaderShares Equity Skew ETF 1.5 75 -35 6.8 -1.8
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.4 60 -20 9.0 +0.4
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.4 45 -5 2.3 -6.2
TMDV ProShares Russell US Dividend Growers ETF 1.4 36 4 6.3 -2.3
SIXL 6 Meridian Low Beta Equity Strategy ETF 1.4 88 -48 6.1 -2.5
BFOR Barron's 400 ETF 1.4 70 -30 9.7 +1.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.4 25 15 6.0 -2.6
ALTL Pacer Lunt Large Cap Alternator ETF 1.3 60 -20 5.5 -3.0
SPLV Invesco S&P 500 Low Volatility ETF 1.3 25 15 5.9 -2.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.3 30 10 10.3 +1.7
JOET Virtus Terranova US Quality Momentum ETF 1.3 29 11 6.9 -1.6
JHSC John Hancock Multifactor Small Cap ETF 1.3 42 -2 7.1 -1.5
EKAR Innovation Shares NextGen Vehicles & Technology ETF 1.3 65 -25 6.0 -2.6
CTRU ARK Transparency ETF 1.3 55 -15 3.0 -5.6
VFLQ Vanguard U.S. Liquidity Factor ETF 1.2 13 27 2.0 -6.6
SDIV Global X SuperDividend ETF 1.2 59 -19 34.1 +25.5
SPRX Spear Alpha ETF 1.2 75 -35 1.8 -6.8
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ET 1.2 85 -45 0.8 -7.7
FNDA Schwab Fundamental U.S. Small Co. Index ETF 1.2 25 15 6.6 -2.0
VB Vanguard Small-Cap ETF 1.2 5 35 6.6 -2.0
BIBL Inspire ETF 1.2 35 5 6.0 -2.6
AFMC First Trust Active Factor Mid Cap ETF 1.1 65 -25 10.5 +1.9
DFAT Dimensional U.S. Targeted Value ETF 1.1 34 6 9.3 +0.7
WDIV SPDR Global Dividend ETF 1.1 40 0 9.7 +1.2
FVD First Trust Value Line Dividend Index Fund 1.0 70 -30 6.2 -2.3
BKSE BNY Mellon US Small Cap Core Equity ETF 1.0 4 36 6.3 -2.3
IJK iShares S&P Mid-Cap 400 Growth ETF 1.0 17 23 7.4 -1.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.0 15 25 7.4 -1.2
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.0 15 25 7.5 -1.1
SMMD iShares Russell 2500 ETF 1.0 15 25 7.0 -1.6
TPLC Timothy Plan US Large Cap Core ETF 1.0 52 -12 6.4 -2.2
JFWD Jacob Forward ETF 0.9 75 -35 -13.8 -22.3
XJH iShares ESG Screened S&P Mid-Cap ETF 0.9 12 28 8.4 -0.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.9 95 -55 2.6 -6.0
VFMO Vanguard U.S. Momentum Factor ETF 0.9 13 27 6.0 -2.6
MDY SPDR S&P Midcap 400 ETF Trust 0.8 23 17 8.0 -0.5
VBR Vanguard Small Cap Value Index Fund 0.8 7 33 9.1 +0.5
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 0.8 68 -28 4.7 -3.9
IJH iShares Core S&P Mid-Cap ETF 0.8 5 35 8.2 -0.3
IVOO Vanguard S&P Mid-Cap 400 ETF 0.8 10 30 8.2 -0.4
SPMD SPDR Portfolio Mid Cap ETF 0.8 5 35 8.2 -0.3
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 0.8 20 20 5.0 -3.5
IDAT iShares Cloud 5G and Tech ETF 0.8 47 -7 7.1 -1.5
SCHA Schwab U.S. Small-Cap ETF 0.8 4 36 5.9 -2.6
EQRR ProShares Equities for Rising Rates ETF 0.8 35 5 8.1 -0.5
ROKT SPDR S&P Kensho Final Frontiers ETF 0.8 45 -5 4.1 -4.4
FITE SPDR Kensho Future Security ETF 0.8 45 -5 3.7 -4.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.8 15 25 8.9 +0.3
ACWF iShares MSCI Global Multifactor ETF 0.8 35 5 10.2 +1.7
ISCB iShares Morningstar Small-Cap ETF 0.8 4 36 5.5 -3.1
ISMD Inspire Small/Mid Cap Impact ETF 0.8 57 -17 6.7 -1.9
DWAS Invesco DWA SmallCap Momentum ETF 0.7 60 -20 5.4 -3.1
ISCG iShares Morningstar Small-Cap Growth ETF 0.7 6 34 1.6 -7.0
IUSS Invesco Strategic US Small Company ETF 0.7 23 17 6.8 -1.8
EWMC Invesco S&P MidCap 400 Equal Weight ETF 0.7 40 0 7.9 -0.7
MDYV SPDR S&P 400 Mid Cap Value ETF 0.7 15 25 8.9 +0.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.7 39 1 4.7 -3.9
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.7 15 25 8.9 +0.4
IJJ iShares S&P Mid-Cap 400 Value ETF 0.7 18 22 8.9 +0.3
MAGA Point Bridge GOP Stock Tracker ETF 0.7 72 -32 6.2 -2.3
PBSM Invesco PureBeta MSCI USA Small Cap ETF 0.7 6 34 6.1 -2.5
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 0.7 17 23 5.9 -2.6
DFAS Dimensional U.S. Small Cap ETF 0.6 34 6 7.2 -1.3
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.6 52 -12 6.4 -2.1
TPHD Timothy Plan High Dividend Stock ETF 0.6 52 -12 6.7 -1.8
FDNI First Trust Dow Jones International Internet ETF 0.6 65 -25 2.1 -6.5
DTEC ALPS Disruptive Technologies ETF 0.6 50 -10 4.3 -4.2
AVUV Avantis U.S. Small Cap Value ETF 0.6 25 15 10.4 +1.8
JIG JPMorgan International Growth ETF 0.6 55 -15 4.4 -4.1
ISCV iShares Morningstar Small Cap Value ETF 0.6 6 34 8.8 +0.3
IWO iShares Russell 2000 Growth ETF 0.5 24 16 1.1 -7.5
VTWG Vanguard Russell 2000 Growth Index Fund 0.5 15 25 0.8 -7.8
IEDI iShares Evolved U.S. Discretionary Spending ETF 0.5 18 22 5.4 -3.1
VSDA VictoryShares Dividend Accelerator ETF 0.5 35 5 7.0 -1.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.5 24 16 8.9 +0.3
JSML Janus Henderson Small Cap Growth Alpha ETF 0.5 30 10 10.4 +1.9
FYC First Trust Small Cap Growth AlphaDEX Fund 0.4 71 -31 3.6 -5.0
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 0.4 35 5 7.9 -0.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.4 65 -25 3.4 -5.2
SPHQ Invesco S&P 500 Quality ETF 0.4 15 25 7.6 -1.0
BUYZ Franklin Disruptive Commerce ETF 0.4 50 -10 0.0 -8.6
PPA Invesco Aerospace & Defense ETF 0.4 61 -21 5.3 -3.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.3 29 11 7.7 -0.9
ISRA VanEck Israel ETF 0.3 62 -22 7.9 -0.7
ERSX ERShares NextGen Entrepreneurs ETF 0.3 75 -35 6.4 -2.2
ITEQ BlueStar Israel Technology ETF 0.3 75 -35 1.9 -6.6
IZRL ARK Israel Innovative Technology ETF 0.3 49 -9 -5.6 -14.1
IWM iShares Russell 2000 ETF 0.3 19 21 3.8 -4.8
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.3 70 -30 159.8 +151.2
VTWO Vanguard Russell 2000 Index Fund 0.3 10 30 1.7 -6.9
VNQ Vanguard REIT Index Fund 0.3 12 28 6.2 -2.4
IYR iShares U.S. Real Estate ETF 0.3 41 -1 6.0 -2.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.3 15 25 8.6 +0.1
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.2 25 15 8.9 +0.3
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.2 80 -40 6.9 -1.7
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.2 52 -12 5.9 -2.7
ARKF ARK Fintech Innovation ETF 0.2 75 -35 0.0 -8.6
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 1 10.3 +1.8
HOMZ Hoya Capital Housing ETF 0.2 30 10 10.5 +1.9
FREL Fidelity MSCI Real Estate Index ETF 0.2 9 32 6.1 -2.5
FPRO Fidelity Real Estate Investment ETF 0.2 59 -19 5.1 -3.4
FYX First Trust Small Cap Core AlphaDEX Fund 0.2 63 -23 9.4 +0.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.2 20 20 7.4 -1.2
RYLD Global X Russell 2000 Covered Call ETF 0.2 60 -20 1.1 -7.5
DFSV Dimensional US Small Cap Value ETF 0.1 31 9 9.3 +0.7
MTUM iShares MSCI USA Momentum Factor ETF 0.1 15 25 5.9 -2.7
PSC Principal U.S. Small Cap Index ETF 0.1 38 2 8.0 -0.6
CEFA Global X S&P Catholic Values Developed ex-U.S. ETF 0.1 35 5 7.4 -1.2
IWN iShares Russell 2000 Value ETF 0.1 24 16 6.0 -2.6
VTWV Vanguard Russell 2000 Value Index Fund 0.1 15 25 2.8 -5.8
IEFN iShares Evolved U.S. Financials ETF 0.1 18 22 9.7 +1.1
FTEC Fidelity MSCI Information Technology Index ETF 0.1 8 32 6.2 -2.4
VGT Vanguard Information Technology Index Fund 0.1 10 30 6.2 -2.4
HHH ETFMG Real Estate Tech ETF 0.1 75 -35 3.8 -4.8
DES WisdomTree U.S. SmallCap Dividend Fund 0.1 38 2 9.3 +0.8
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 4 36 7.6 -0.9
NUSC Nuveen ESG Small-Cap ETF 0.0 30 10 6.2 -2.3
ISDX Invesco RAFI Strategic Developed ex-US ETF 0.0 23 17 8.8 +0.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.0 39 1 7.9 -0.7
AVDE Avantis International Equity ETF 0.0 23 17 8.9 +0.3

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:

OVERWEIGHT

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 15.9 %
Divided by: Fwd. P/BV 1.8 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 8.6 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

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

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

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

 

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