John Hancock Multifactor Financials ETF
ALTAR
Score™
8.3% info Recommen-
dation
OVERWEIGHT
2022E    2023E
P/E
ratio
12.3x P/Sales
ratio
2.3x
P/BV
ratio
1.4x Div.
yield
2.2%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The John Hancock Multifactor Financials ETF tracks an index of US financial stocks, weighted for exposure to 4 factors: small size, low relative price, high profitability and high momentum.

FUND BASICS
Category US Equities
Fund Sponsor John Hancock
Website etf.jhinvestments.com
Inception date Sep 28, 2015
Assets (mns) $25
Currency USD
Expense ratio 40 bp
Distributions Semi-Annually

FUND STRUCTURE
Regulation Open-End Investment Company
Custodian
Weighting Multi-Factor
Index replication
Uses derivatives No
Options available No

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 144
Wgt avg mkt cap (mns) $123,570
Large cap (>$10bn) 89.1%
Mid cap ($2-10bn) 9.8%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
BERKSHIRE HATHAWAY INC-CL B 4.4 %
VISA INC-CLASS A SHARES 3.7 %
JPMORGAN CHASE & CO 3.4 %
MASTERCARD INC-CLASS A 3.3 %
BANK OF AMERICA CORP 2.9 %
WELLS FARGO & CO 2.5 %
TRAVELERS COS INC/THE 2.2 %
GOLDMAN SACHS GROUP INC 1.9 %
ALLSTATE CORP 1.8 %
CITIGROUP INC 1.6 %
Total 27.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 94.9 %
BERMUDA 1.4 %
BRITAIN 1.1 %
IRELAND 1.1 %
SWITZERLAND 1.1 %
PUERTO RICO 0.3 %





HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-11.3% -6.1% 10.1% -- 11.8%

Market Correlations
versus... Beta R-squared
S&P500 1.14 79%
MSCI EAFE 1.21 85%
MSCI Emg. Mkts. 0.97 64%

Technical Indicators
Recent close $45.93
30d moving avg. $47.44
Annualized volatility 24.0%
Short interest (ETF) 1.6%
Short interest (Underlying) 1.8%
Relative strength (RSI) 36

Liquidity measures
Avg. volume (thou.) 3
Turnover 0.6%
Bid/Ask (% of price) 0.20%
ADV underlying (mns) $33,223

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 702 potential alternatives to the John Hancock Multifactor Financials ETF ETF based on the alternatives' overlap in portfolio holdings with JHMF. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: JHMF Expense: 40 bp ALTAR Score™: 8.3%


ALTERNATIVE ETFs BASED ON OVERLAP WITH JHMF
Ticker Fund
Name
Overlap1
vs JHMF
(%)
Expense
ratio
(bp)
Savings
vs JHMF
(bp)
ALTAR
Score™
(%)
ALTAR
vs JHMF
(%)
IEFN iShares Evolved U.S. Financials ETF 67.4 18 22 8.9 +0.6
IYF iShares U.S. Financials ETF 66.3 42 -2 8.1 -0.2
FNCL Fidelity MSCI Financials Index ETF 65.0 8 32 8.7 +0.4
VFH Vanguard Financials Index Fund 65.0 10 30 8.7 +0.4
RYF Invesco S&P 500 Equal Weight Financials ETF 61.1 40 0 8.6 +0.3
XLF Financial Select Sector SPDR Fund 58.8 10 30 8.3 -0.0
IYG iShares US Financial Services ETF 55.3 42 -2 8.0 -0.3
FXO First Trust Financials AlphaDEX Fund 45.5 62 -22 10.4 +2.1
IXG iShares Global Financials ETF 43.9 43 -3 9.1 +0.8
SPVM Invesco S&P 500 Value with Momentum ETF 32.4 39 1 8.7 +0.4
SPVU Invesco S&P 500 Enhanced Value ETF 31.2 13 27 10.0 +1.7
SPHQ Invesco S&P 500 Quality ETF 26.7 15 25 6.9 -1.4
DFNL Davis Select Financial ETF 26.6 64 -24 8.0 -0.3
KBWB Invesco KBW Bank ETF 26.5 35 5 10.3 +2.0
KIE SPDR S&P Insurance ETF 25.5 35 5 8.5 +0.1
FTXO First Trust Nasdaq Bank ETF 25.1 60 -20 10.2 +1.9
RDVY First Trust Rising Dividend Achievers ETF 24.9 50 -10 9.0 +0.6
GFGF Guru Favorite Stocks ETF 24.4 65 -25 6.5 -1.9
FTA First Trust Large Cap Value AlphaDEX Fund 24.4 60 -20 9.4 +1.1
KBE SPDR S&P Bank ETF 24.1 35 5 10.4 +2.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 24.0 60 -20 6.9 -1.4
IWX iShares Russell Top 200 Value ETF 22.7 20 20 7.1 -1.3
WTV WisdomTree US Value Fund 22.6 12 28 9.0 +0.7
RPV Invesco S&P 500 Pure Value ETF 22.4 35 5 9.1 +0.8
VEGN US Vegan Climate ETF 22.4 60 -20 5.7 -2.7
MTUM iShares MSCI USA Momentum Factor ETF 22.2 15 25 5.4 -2.9
USVT US Value ETF 22.2 49 -9 11.2 +2.9
JAVA JPMorgan Active Value ETF 21.9 44 -4 6.6 -1.7
KCE SPDR S&P Capital Markets ETF 21.5 35 5 10.7 +2.4
DIVB iShares U.S. Dividend & Buyback ETF 21.5 25 15 7.3 -1.0
IAK iShares U.S. Insurance ETF 21.1 42 -2 7.9 -0.5
MGV Vanguard Mega Cap Value ETF 20.8 7 33 7.4 -1.0
PWV Invesco Dynamic Large Cap Value ETF 20.3 58 -18 7.4 -0.9
VONV Vanguard Russell 1000 Value Index Fund 20.2 8 32 7.1 -1.3
IWD iShares Russell 1000 Value ETF 20.2 19 21 7.0 -1.4
FUNL CornerCap Fundametrics Large-Cap ETF 20.1 50 -10 8.0 -0.3
VTV Vanguard Value Index Fund 20.0 4 36 7.4 -1.0
DGRO iShares Core Dividend Growth ETF 20.0 8 32 7.4 -1.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 19.9 75 -35 5.6 -2.7
VFVA Vanguard U.S. Value Factor ETF 19.7 14 26 11.0 +2.7
VLU SPDR S&P 1500 Value Tilt ETF 19.6 12 28 7.9 -0.4
VIG Vanguard Dividend Appreciation Index Fund 19.4 6 34 6.4 -1.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 18.5 29 11 8.2 -0.1
FEX First Trust Large Cap Core AlphaDEX Fund 18.5 59 -19 7.5 -0.8
FBCV Fidelity Blue Chip Value ETF 18.3 59 -19 6.9 -1.4
VYM Vanguard High Dividend Yield Index ETF 18.2 6 34 7.6 -0.7
PRF Invesco FTSE RAFI US 1000 ETF 18.2 39 1 7.2 -1.1
IVE iShares S&P 500 Value ETF 18.1 18 22 6.6 -1.7
VOOV Vanguard S&P 500 Value ETF 18.1 10 30 6.7 -1.6
LSAF LeaderShares AlphaFactor US Core Equity ETF 18.0 75 -35 9.0 +0.7
SPYV SPDR Portfolio S&P 500 Value ETF 18.0 4 36 6.8 -1.6
FCTR First Trust Lunt U.S. Factor Rotation ETF 17.9 65 -25 4.0 -4.4
SCHV Schwab U.S. Large-Cap Value ETF 17.9 4 36 7.1 -1.2
USXF iShares ESG Advanced MSCI USA ETF 17.8 10 30 5.9 -2.4
IUSV iShares Core S&P U.S. Value ETF 17.7 4 36 6.8 -1.5
AVLV Avantis U.S. Large Cap Value ETF 17.6 15 25 8.5 +0.2
REVS Columbia Research Enhanced Value ETF 17.6 19 21 8.2 -0.1
FAB First Trust Multi Cap Value AlphaDEX Fund 17.6 70 -30 10.0 +1.6
IUSA Amberwave Invest USA JSG Fund 17.5 67 -27 6.4 -1.9
SPMO Invesco S&P 500 Momentum ETF 17.3 13 27 5.8 -2.5
PY Principal Shareholder Yield Index ETF 17.2 15 25 10.5 +2.1
ILCV iShares Morningstar Value ETF 17.2 4 36 7.2 -1.2
EQWL Invesco Russell Top 200 Equal Weight ETF 17.0 25 15 7.1 -1.3
EQOP Natixis U.S. Equity Opportunities ETF 16.8 90 -50 6.0 -2.4
EPS WisdomTree U.S. Earnings 500 Fund 16.7 8 32 7.4 -0.9
RAFE PIMCO RAFI ESG U.S. ETF 16.7 30 10 8.3 -0.1
PKW Invesco Buyback Achievers ETF 16.7 64 -24 9.1 +0.8
PFM Invesco Dividend Achievers ETF 16.6 53 -13 6.2 -2.1
EQRR ProShares Equities for Rising Rates ETF 16.6 35 5 6.8 -1.5
ONEY SPDR Russell 1000 Yield Focus ETF 16.4 20 20 8.5 +0.2
CFA VictoryShares US 500 Volatility Weighted Index ETF 16.4 35 5 6.6 -1.8
SPXV ProShares S&P 500 Ex-Health Care ETF 16.2 27 13 5.7 -2.6
FLV American Century Focused Large Cap Value ETF 16.1 42 -2 6.8 -1.5
VOE Vanguard Mid-Cap Value Index Fund 16.1 7 33 7.0 -1.3
JOET Virtus Terranova US Quality Momentum ETF 16.1 29 11 6.5 -1.9
DUSA Davis Select U.S. Equity ETF 16.1 62 -22 8.4 +0.1
LGLV SPDR Russell 1000 Low Volatility ETF 16.0 12 28 5.5 -2.8
QUS SPDR MSCI USA StrategicFactors ETF 16.0 15 25 6.4 -1.9
RESP WisdomTree US ESG Fund of Benef Interest 16.0 28 12 7.3 -1.0
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 15.9 17 23 6.2 -2.1
FNDX Schwab Fundamental U.S. Large Co. Index ETF 15.8 25 15 7.2 -1.1
EQUL IQ Engender Equality ETF 15.8 45 -5 7.4 -0.9
IAT iShares U.S. Regional Banks ETF 15.6 41 -1 9.3 +1.0
RECS Columbia Research Enhanced Core ETF 15.6 15 25 7.0 -1.3
YLDE ClearBridge Dividend Strategy ESG ETF 15.6 60 -20 5.8 -2.6
ACVF American Conservative Values ETF 15.5 75 -35 5.2 -3.1
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 15.5 68 -28 4.0 -4.3
AVUS Avantis U.S. Equity ETF 15.4 15 25 6.9 -1.5
VBB Valkyrie Balance Sheet Opportunities ETF 15.4 75 -35 -2.1 -10.4
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 15.4 49 -9 6.5 -1.8
JCTR JPMorgan Carbon Transition U.S. Equity ETF 15.4 15 25 6.1 -2.3
IWS iShares Russell Mid-Cap Value ETF 15.3 23 17 6.7 -1.6
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 15.2 17 23 7.6 -0.7
SIZE iShares MSCI USA Size Factor ETF 15.2 15 25 6.3 -2.1
QVML Invesco S&P 500 QVM Multi-factor ETF 15.2 11 29 6.3 -2.0
JHML John Hancock Multifactor Large Cap ETF 15.2 29 11 6.3 -2.1
SPXT ProShares S&P 500 Ex-Technology ETF 15.1 27 13 6.1 -2.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 15.1 20 20 7.3 -1.0
JHMM John Hancock Multifactor Mid Cap ETF 15.1 41 -1 6.7 -1.6
CVY Invesco Zacks Multi-Asset Income ETF 15.1 100 -60 9.4 +1.1
NULV Nuveen ESG Large-Cap Value ETF 15.0 25 15 7.2 -1.2
FNDB Schwab Fundamental U.S. Broad Market Index ETF 15.0 25 15 7.1 -1.2
VFLQ Vanguard U.S. Liquidity Factor ETF 15.0 13 27 1.9 -6.4
XVV iShares ESG Screened S&P 500 ETF 15.0 8 32 6.1 -2.3
FMIL Fidelity New Millennium ETF 15.0 59 -19 6.6 -1.7
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 14.9 29 11 7.8 -0.5
SUSL iShares ESG MSCI USA Leaders ETF 14.9 10 30 6.0 -2.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 14.8 10 30 6.0 -2.3
KRE SPDR S&P Regional Banking ETF 14.8 35 5 9.2 +0.9
IMCV iShares Morningstar Mid-Cap Value ETF 14.8 6 34 7.3 -1.1
PFI Invesco DWA Financial Momentum ETF 14.7 60 -20 5.6 -2.7
FOVL iShares Focused Value Factor ETF 14.7 25 15 11.8 +3.5
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 14.6 35 5 7.7 -0.6
WOMN Impact Shares YWCA Women's Empowerment ETF 14.6 75 -35 6.0 -2.3
KLCD KFA Large Cap Quality Dividend Index ETF 14.6 42 -2 6.3 -2.1
EUSA iShares MSCI USA Equal Weighted ETF 14.5 9 31 6.0 -2.3
RSP Invesco S&P 500 Equal Weight ETF 14.5 20 20 6.3 -2.0
SPXE ProShares S&P 500 Ex-Energy ETF 14.5 27 13 6.0 -2.4
IWL iShares Russell Top 200 ETF 14.5 15 25 5.9 -2.4
DTD WisdomTree U.S.Total Dividend Fund 14.5 28 12 7.0 -1.3
IYJ iShares U.S. Industrials ETF 14.5 42 -2 6.1 -2.2
QDIV Global X S&P 500 Quality Dividend ETF 14.5 20 20 8.1 -0.3
TPAY Tortoise Digital Payments Infrastructure Fund 14.5 40 0 12.7 +4.4
IPAY ETFMG Prime Mobile Payments ETF 14.5 75 -35 7.1 -1.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 14.4 9 31 5.8 -2.6
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 14.4 20 20 6.0 -2.4
ONEV SPDR Russell 1000 Low Volatility Focus ETF 14.3 20 20 7.2 -1.1
ONEO SPDR Russell 1000 Momentum Focus ETF 14.3 20 20 8.1 -0.2
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 14.3 35 5 7.0 -1.3
PBP Invesco S&P 500 BuyWrite ETF 14.3 49 -9 5.7 -2.7
ESG FlexShares STOXX US ESG Impact Index Fund 14.3 32 8 5.9 -2.5
LVOL American Century Low Volatility ETF 14.3 29 11 5.5 -2.8
JQUA JPMorgan U.S. Quality Factor ETF 14.3 12 28 6.6 -1.7
VOTE Engine No. 1 Transform 500 ETF 14.3 5 35 5.9 -2.4
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 14.2 35 5 7.7 -0.6
LEAD Siren DIVCON Leaders Dividend ETF 14.2 43 -3 7.9 -0.4
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 14.2 20 20 6.6 -1.7
SDEP SFP Core Equity Strategy 14.2 0 40 7.2 -1.1
FDVV Fidelity Core Dividend ETF 14.2 29 11 7.2 -1.2
CATH Global X S&P 500 Catholic Values Custom ETF 14.1 29 11 5.7 -2.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 14.1 10 30 5.6 -2.7
BKLC BNY Mellon US Large Cap Core Equity ETF 14.1 0 40 6.0 -2.3
MGC Vanguard Mega Cap Index Fund 14.1 7 33 5.9 -2.4
GVIP Goldman Sachs Hedge Industry VIP ETF 14.1 45 -5 5.8 -2.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 14.1 30 10 6.9 -1.4
XYLG Global X S&P 500 Covered Call & Growth ETF 14.1 60 -20 5.6 -2.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 14.0 2 38 6.0 -2.3
IWB iShares Russell 1000 ETF 14.0 15 25 5.9 -2.4
XRMI Global X S&P 500 Risk Managed Income ETF 14.0 60 -20 5.5 -2.8
FDLO Fidelity Low Volatility Factor ETF 14.0 29 11 5.6 -2.8
VONE Vanguard Russell 1000 ETF 14.0 8 32 6.0 -2.4
DFUS Dimensional U.S. Equity ETF 14.0 11 29 6.0 -2.3
ESGV Vanguard ESG U.S. Stock ETF 13.9 9 31 6.0 -2.3
ILCB iShares Morningstar U.S. Equity ETF 13.9 3 37 5.9 -2.4
SCHX Schwab U.S. Large-Cap ETF 13.9 3 37 5.9 -2.4
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 13.9 12 28 6.3 -2.0
VV Vanguard Large-Cap Index Fund 13.9 4 36 5.9 -2.4
SCHK Schwab 1000 Index ETF 13.9 5 35 5.9 -2.4
IVV iShares Core S&P 500 ETF 13.9 3 37 6.1 -2.3
SCHD Schwab U.S. Dividend Equity ETF 13.8 6 34 8.6 +0.3
IYY iShares Dow Jones U.S. ETF 13.8 20 20 5.8 -2.6
SPLG SPDR Portfolio S&P 500 ETF 13.8 3 37 6.1 -2.3
DSI iShares MSCI KLD 400 Social ETF 13.8 25 15 6.0 -2.3
SPY SPDR S&P 500 ETF Trust 13.8 9 31 6.0 -2.3
FLLV Franklin Liberty U.S. Low Volatility ETF 13.8 29 11 5.9 -2.4
XVOL Acruence Active Hedge U.S. Equity ETF 13.8 83 -43 5.3 -3.0
VOO VANGUARD S&P 500 ETF 13.7 3 37 6.1 -2.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 13.7 20 20 5.9 -2.4
DLN WisdomTree U.S. LargeCap Dividend Fund 13.7 28 12 6.8 -1.6
PBUS Invesco PureBeta MSCI USA ETF 13.6 4 36 6.0 -2.4
DFAU Dimensional US Core Equity Market ETF 13.6 12 28 6.2 -2.1
TTAC TrimTabs US Free Cash Flow Quality ETF 13.6 59 -19 6.8 -1.5
NZUS SPDR MSCI USA Climate Paris Aligned ETF 13.6 10 30 5.7 -2.6
CGUS Capital Group Core Equity ETF 13.6 33 7 6.1 -2.2
SUSA iShares MSCI USA ESG Select ETF 13.5 25 15 5.9 -2.4
ADME Aptus Drawdown Managed Equity ETF 13.5 79 -39 4.9 -3.4
VSLU Applied Finance Valuation Large Cap ETF 13.5 49 -9 7.4 -1.0
EFIV SPDR S&P 500 ESG ETF 13.5 10 30 6.0 -2.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 13.5 7 33 5.9 -2.4
DFAC Dimensional U.S. Core Equity 2 ETF 13.4 19 21 6.7 -1.6
SPTM SPDR Portfolio Total Stock Market ETF 13.4 3 37 6.2 -2.1
XTR Global X S&P 500 Tail Risk ETF 13.3 60 -20 5.7 -2.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 13.3 15 25 6.1 -2.2
ESGS Columbia Sustainable U.S. Equity Income ETF 13.3 35 5 8.8 +0.5
STLV iShares Factors US Value Style ETF 13.3 25 15 8.9 +0.6
IWV iShares Russell 3000 ETF 13.3 20 20 5.6 -2.8
NUDV Nuveen ESG Dividend ETF 13.2 25 15 7.3 -1.1
ESGU iShares MSCI USA ESG Optimized ETF 13.2 15 25 5.9 -2.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 13.2 3 37 5.6 -2.7
VTHR Vanguard Russell 3000 Index Fund 13.2 10 30 5.7 -2.6
SCHB Schwab U.S. Broad Market ETF 13.2 3 37 5.9 -2.5
OEF iShares S&P 100 ETF 13.1 20 20 5.8 -2.5
TMFC Motley Fool 100 Index ETF 13.1 50 -10 4.7 -3.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 13.1 14 26 6.0 -2.4
SPGP Invesco S&P 500 GARP ETF 13.0 36 4 8.2 -0.2
VTI Vanguard Total Stock Market Index Fund 13.0 3 37 5.5 -2.8
QLC FlexShares US Quality Large Cap Index Fund 12.9 32 8 6.7 -1.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 12.9 30 10 7.1 -1.2
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 12.9 75 -35 5.3 -3.1
ECOZ TrueMark ESG Active Opportunities ETF 12.8 58 -18 5.0 -3.3
RWL Invesco S&P 500 Revenue ETF 12.8 39 1 6.9 -1.5
SNPE Xtrackers S&P 500 ESG ETF 12.8 10 30 6.0 -2.4
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 12.8 25 15 6.4 -2.0
XCLR Global X S&P 500 Collar 95-110 ETF 12.7 60 -20 5.5 -2.9
DON WisdomTree U.S. MidCap Dividend Fund 12.7 38 2 8.4 +0.1
USMF WisdomTree U.S. Multifactor Fund 12.7 28 12 8.6 +0.3
SCHM Schwab U.S. Mid-Cap ETF 12.7 4 36 6.4 -1.9
IWR iShares Russell Midcap ETF 12.7 19 21 5.9 -2.4
FVAL Fidelity Value Factor ETF 12.7 29 11 9.0 +0.7
FSST Fidelity Sustainability U.S. Equity ETF 12.7 59 -19 5.9 -2.4
IMCB iShares Morningstar Mid-Cap ETF 12.6 4 36 6.0 -2.3
DFND Siren DIVCON Dividend Defender ETF 12.6 150 -110 6.8 -1.6
QUAL iShares MSCI Usa Quality Factor ETF 12.5 15 25 6.3 -2.1
VO Vanguard Mid-Cap Index Fund 12.5 4 36 5.7 -2.7
OALC OneAscent Large Cap Core ETF 12.5 76 -36 6.2 -2.2
QDYN FlexShares Quality Dividend Dynamic Index Fund 12.5 37 3 7.7 -0.6
PZLG Puzzle Mature Growth 12.4 10 30 4.7 -3.6
FLDZ RiverNorth Volition America Patriot ETF 12.4 70 -30 5.6 -2.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 12.3 4 36 6.1 -2.2
XLG Invesco S&P 500 Top 50 ETF 12.2 20 20 5.5 -2.9
ACIO Aptus Collared Income Opportunity ETF 12.2 79 -39 5.3 -3.1
RFFC RiverFront Dynamic US Flex-Cap ETF 12.2 52 -12 5.6 -2.7
KBWP Invesco KBW Property & Casualty Insurance ETF 12.1 35 5 6.7 -1.6
DVY iShares Select Dividend ETF 12.1 39 1 8.3 +0.0
RUFF Alpha Dog ETF 12.1 90 -50 4.9 -3.5
CLRG IQ Chaikin U.S. Large Cap ETF 12.1 25 15 6.2 -2.1
SHE SPDR SSGA Gender Diversity Index ETF 12.1 20 20 5.8 -2.5
FTCS First Trust Capital Strength ETF 12.0 56 -16 6.6 -1.7
JEPI JPMorgan Equity Premium Income ETF 12.0 35 5 5.5 -2.8
EDOW First Trust Dow 30 Equal Weight ETF 12.0 50 -10 6.9 -1.4
NULC Nuveen ESG Large-Cap ETF 12.0 20 20 6.0 -2.3
KRMA Global X Conscious Companies ETF 12.0 43 -3 6.3 -2.1
PWB Invesco Dynamic Large Cap Growth ETF 12.0 56 -16 4.7 -3.7
IQSU IQ Candriam ESG US Equity ETF 11.8 9 31 5.9 -2.4
JSTC Adasina Social Justice All Cap Global ETF 11.8 89 -49 6.3 -2.0
FDWM Fidelity Women's Leadership ETF 11.7 59 -19 6.1 -2.2
WKLY SoFi Weekly Dividend ETF 11.7 49 -9 7.4 -0.9
VDNI V-Shares US Leadership Diversity ETF 11.7 29 11 6.2 -2.1
FQAL Fidelity Quality Factor ETF 11.6 29 11 6.8 -1.5
FDRR Fidelity Dividend ETF for Rising Rates 11.6 29 11 7.7 -0.6
SFY SoFi Select 500 ETF 11.6 0 40 6.0 -2.3
QDF FlexShares Quality Dividend Index Fund 11.6 37 3 7.2 -1.1
DJIA Global X Dow 30 Covered Call ETF 11.5 60 -20 6.3 -2.1
BTHM BlackRock Future U.S. Themes ETF 11.5 60 -20 6.1 -2.2
DIA SPDR Dow Jones Industrial Average ETF Trust 11.5 16 24 6.7 -1.6
PSET Principal Price Setters Index ETF 11.4 15 25 6.8 -1.5
RNLC Large Cap US Equity Select ETF 11.4 60 -20 6.9 -1.5
YPS Arrow Reverse Cap 500 ETF 11.4 29 11 6.2 -2.1
SYLD Cambria Shareholder Yield ETF 11.4 59 -19 11.4 +3.1
JMOM JPMorgan U.S. Momentum Factor ETF 11.2 12 28 5.9 -2.4
DIVO Amplify YieldShares CWP Dividend & Option Income ETF 11.2 55 -15 6.1 -2.2
DEIF Sterling Capital Diverse Multi-Manager Active ETF 11.2 65 -25 6.5 -1.9
MKEM Meakem Value and Inflation Screen 11.1 10 30 5.4 -2.9
FTHI First Trust High Income ETF 11.1 85 -45 5.9 -2.4
TPLC Timothy Plan US Large Cap Core ETF 11.1 52 -12 5.9 -2.4
FLRG Fidelity U.S. Multifactor ETF 11.0 29 11 7.7 -0.6
NACP Impact Shares NAACP Minority Empowerment ETF 11.0 49 -9 6.0 -2.3
VLUE iShares MSCI USA Value Factor ETF 10.9 15 25 11.6 +3.3
QLV FlexShares US Quality Low Volatility Index Fund 10.9 22 18 5.6 -2.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 10.9 9 31 6.4 -1.9
IVLC Invesco US Large Cap Core ESG ETF 10.9 48 -8 5.8 -2.5
ETHO Etho Climate Leadership U.S. ETF 10.8 48 -8 4.6 -3.7
DHS WisdomTree U.S. High Dividend Fund 10.8 38 2 7.6 -0.7
ITAN Sparkline Intangible Value ETF 10.8 50 -10 7.1 -1.2
FTC First Trust Large Cap Growth AlphaDEX Fund 10.7 60 -20 5.3 -3.0
PDP Invesco DWA Momentum ETF 10.7 62 -22 5.0 -3.3
DBLV AdvisorShares DoubleLine Value Equity ETF 10.6 91 -51 6.4 -2.0
RNDV US Equity Dividend Select ETF 10.6 50 -10 8.3 -0.1
USMV iShares Edge MSCI Min Vol USA ETF 10.6 15 25 5.9 -2.5
BKUS BNY Mellon Sustainable US Equity ETF 10.6 60 -20 5.2 -3.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 10.5 38 2 6.7 -1.7
LGBT LGBTQ + ESG100 ETF 10.5 75 -35 5.0 -3.3
EZM WisdomTree U.S. MidCap Earnings Fund 10.4 38 2 9.9 +1.6
MMTM SPDR S&P 1500 Momentum Tilt ETF 10.4 12 28 5.6 -2.7
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 10.4 25 15 6.2 -2.1
MOTE VanEck Morningstar ESG Moat ETF 10.3 49 -9 6.1 -2.2
SPYD SPDR S&P 500 High Dividend ETF 10.3 7 33 8.0 -0.4
VBR Vanguard Small Cap Value Index Fund 10.2 7 33 8.2 -0.1
AVDG AVDR US LargeCap ESG ETF 10.2 60 -20 5.8 -2.5
SPQQ Siren Large Cap Blend Index ETF 10.1 20 20 0.0 -8.3
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 10.1 20 20 8.8 +0.5
LEGR First Trust Indxx Innovative Transaction & Process ETF 10.1 65 -25 10.0 +1.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 10.1 12 28 5.8 -2.5
JVAL JPMorgan U.S. Value Factor ETF 10.0 12 28 8.9 +0.6
IETC iShares Evolved U.S. Technology ETF 10.0 18 22 5.3 -3.0
SSPY Syntax Stratified LargeCap ETF 10.0 30 10 6.5 -1.9
TOK iShares MSCI Kokusai ETF 9.9 25 15 5.9 -2.5
SPMV Invesco S&P 500 Minimum Variance ETF 9.9 10 30 5.6 -2.7
HOMZ Hoya Capital Housing ETF 9.9 30 10 9.4 +1.1
KOKU Xtrackers MSCI Kokusai Equity ETF 9.9 9 31 6.0 -2.3
XLK Technology Select Sector SPDR Fund 9.9 10 30 6.0 -2.3
FDMO Fidelity Momentum Factor ETF 9.8 29 11 5.1 -3.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 9.8 18 22 6.1 -2.3
AVDR AVDR US LargeCap Leading ETF 9.8 60 -20 6.1 -2.3
ILCG iShares Morningstar Growth ETF 9.8 4 36 4.6 -3.8
ROUS Hartford Multifactor US Equity ETF 9.8 19 21 7.4 -0.9
HLGE Hartford Longevity Economy ETF 9.7 44 -4 8.1 -0.3
AILV Alpha Intelligent - Large Cap Value ETF 9.7 85 -45 6.2 -2.2
KNGS UPHOLDINGS Compound Kings ETF 9.6 60 -20 4.4 -3.9
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 9.6 60 -20 10.9 +2.6
IMCG iShares Morningstar Mid-Cap Growth ETF 9.6 6 34 4.5 -3.8
HUSV First Trust Horizon Managed Volatility Domestic ETF 9.6 70 -30 5.3 -3.0
DJD Invesco Dow Jones Industrial Average Dividend ETF 9.6 7 33 8.8 +0.5
ZECP Zacks Earnings Consistent Portfolio ETF 9.5 55 -15 6.0 -2.3
IAI iShares U.S. Broker-Dealers ETF 9.5 41 -1 9.4 +1.0
SPHB Invesco S&P 500 High Beta ETF 9.5 25 15 5.4 -3.0
FDG American Century Focused Dynamic Growth ETF 9.4 45 -5 3.2 -5.1
FTEC Fidelity MSCI Information Technology Index ETF 9.4 8 32 5.7 -2.6
IUS Invesco Strategic US ETF 9.4 19 21 6.9 -1.4
GSPY Gotham Enhanced 500 ETF 9.4 50 -10 6.3 -2.1
SPLV Invesco S&P 500 Low Volatility ETF 9.4 25 15 5.7 -2.6
ALTL Pacer Lunt Large Cap Alternator ETF 9.4 60 -20 5.4 -3.0
DTEC ALPS Disruptive Technologies ETF 9.3 50 -10 4.0 -4.3
URTH iShares MSCI World ETF 9.3 24 16 5.9 -2.4
VGT Vanguard Information Technology Index Fund 9.3 10 30 5.7 -2.6
IGM iShares Expanded Tech Sector ETF 9.3 43 -3 5.4 -2.9
QDEF FlexShares Quality Dividend Defensive Index Fund 9.2 37 3 6.9 -1.5
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 9.2 60 -20 2.1 -6.3
IUSG iShares Core S&P US Growth ETF 9.2 4 36 5.8 -2.5
VOOG Vanguard S&P 500 Growth ETF 9.2 10 30 5.7 -2.6
IVW iShares S&P 500 Growth ETF 9.2 18 22 5.6 -2.7
AUSF Global X Adaptive U.S. Factor ETF 9.2 27 13 7.5 -0.8
SPYG SPDR Portfolio S&P 500 Growth ETF 9.2 4 36 5.8 -2.6
VFMF Vanguard U.S. Multifactor ETF 9.1 19 21 9.2 +0.9
NUMV Nuveen ESG Mid-Cap Value ETF 9.1 30 10 8.2 -0.1
RBUS Nationwide Risk-Based U.S. Equity ETF 9.1 30 10 5.9 -2.4
NTZO Impact Shares MSCI Global Climate Select ETF 9.1 30 10 5.8 -2.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 9.1 19 21 6.7 -1.6
QWLD SPDR MSCI World StrategicFactors ETF 9.0 30 10 6.2 -2.1
FNX First Trust Mid Cap Core AlphaDEX Fund 9.0 60 -20 7.7 -0.7
RNMC Mid Cap US Equity Select ETF 9.0 60 -20 7.8 -0.5
CCOR Core Alternative ETF 9.0 109 -69 5.2 -3.2
FVD First Trust Value Line Dividend Index Fund 9.0 70 -30 6.0 -2.4
AFLG First Trust Active Factor Large Cap ETF 9.0 55 -15 7.1 -1.2
TECB iShares US Tech Breakthrough Multisector ETF 8.9 40 0 5.5 -2.8
ACSI American Customer Satisfaction Core Alpha ETF 8.9 66 -26 5.0 -3.3
SFYX Sofi Next 500 ETF 8.7 0 40 6.6 -1.7
VSL Volshares Large Capital ETF 8.7 65 -25 6.1 -2.2
DUHP Dimensional US High Profitability ETF 8.7 22 18 8.0 -0.3
VFMO Vanguard U.S. Momentum Factor ETF 8.5 13 27 6.0 -2.3
KOIN Innovation Shares NextGen Protocol ETF 8.5 75 -35 6.6 -1.7
SIXA 6 Meridian Mega Cap Equity ETF 8.5 86 -46 7.5 -0.8
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 8.5 50 -10 3.1 -5.2
VXF Vanguard Extended Market Index Fund 8.5 6 34 2.6 -5.8
SCHG Schwab U.S. Large-Cap Growth ETF 8.5 4 36 4.7 -3.6
MDY SPDR S&P Midcap 400 ETF Trust 8.5 23 17 7.4 -1.0
VFQY Vanguard U.S. Quality Factor ETF 8.5 13 27 8.1 -0.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 8.4 15 25 7.9 -0.4
FNK First Trust Mid Cap Value AlphaDEX Fund 8.4 70 -30 9.7 +1.4
IJH iShares Core S&P Mid-Cap ETF 8.4 5 35 7.5 -0.8
SPMD SPDR Portfolio Mid Cap ETF 8.4 5 35 7.5 -0.8
DEF Invesco Defensive Equity ETF 8.4 53 -13 6.1 -2.2
IVOO Vanguard S&P Mid-Cap 400 ETF 8.4 10 30 7.5 -0.9
BFOR Barron's 400 ETF 8.4 70 -30 8.7 +0.3
DVLU First Trust Dorsey Wright Momentum & Value ETF 8.4 60 -20 10.5 +2.1
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 8.4 30 10 7.3 -1.1
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 8.3 60 -20 8.0 -0.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 8.3 20 20 6.2 -2.2
EQAL Invesco Russell 1000 Equal Weight ETF 8.2 20 20 6.2 -2.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 8.2 7 33 5.6 -2.7
XJH iShares ESG Screened S&P Mid-Cap ETF 8.2 12 28 7.7 -0.6
DWLD Davis Select Worldwide ETF 8.2 63 -23 7.2 -1.2
IXN iShares Global Tech ETF 8.2 43 -3 5.3 -3.0
NVQ QRAFT AI-Enhanced US Next Value ETF 8.1 75 -35 10.7 +2.4
ACWI iShares MSCI ACWI ETF 8.1 32 8 6.1 -2.2
SIXH 6 Meridian Hedged Equity-Index Option Strategy ETF 8.1 87 -47 7.2 -1.2
DFAT Dimensional U.S. Targeted Value ETF 8.1 34 6 8.3 0.0
CGGR Capital Group Growth ETF 8.1 39 1 4.6 -3.7
DURA VanEck Morningstar Durable Dividend ETF 8.0 29 11 7.3 -1.0
HEET Hartford Schroders ESG US Equity ETF 8.0 39 1 6.8 -1.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 8.0 25 15 6.6 -1.8
MBCC Monarch Blue Chips Core ETF 8.0 125 -85 3.8 -4.5
MMLG First Trust Multi-Manager Large Growth ETF 7.9 85 -45 3.0 -5.3
VB Vanguard Small-Cap ETF 7.9 5 35 6.1 -2.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 7.9 24 16 7.6 -0.7
MGK Vanguard Mega Cap Growth ETF 7.8 7 33 5.2 -3.1
VUG Vanguard Growth Index Fund 7.7 4 36 4.9 -3.4
VT Vanguard Total World Stock ETF 7.7 8 32 6.2 -2.1
ABEQ Absolute Core Strategy ETF 7.6 85 -45 4.6 -3.8
TMFE Motley Fool Capital Efficiency 100 Index ETF 7.6 50 -10 5.6 -2.7
FSMD Fidelity Small-Mid Factor ETF 7.6 29 11 8.5 +0.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 7.6 18 22 7.5 -0.8
MOTG VanEck Morningstar Global Wide Moat ETF 7.5 52 -12 6.4 -1.9
EWMC Invesco S&P MidCap 400 Equal Weight ETF 7.5 40 0 7.3 -1.0
VSDA VictoryShares Dividend Accelerator ETF 7.5 35 5 6.6 -1.8
BUYZ Franklin Disruptive Commerce ETF 7.5 50 -10 0.0 -8.3
MAGA Point Bridge GOP Stock Tracker ETF 7.5 72 -32 5.6 -2.7
VNMC Natixis Vaughan Nelson Mid Cap ETF 7.5 85 -45 6.4 -1.9
BOSS Global X Founder-Run Companies ETF 7.4 45 -5 2.9 -5.5
FSMO Fidelity Small-Mid Cap Opportunities ETF 7.4 64 -24 7.5 -0.9
VOT Vanguard Mid-Cap Growth Index Fund 7.4 7 33 4.1 -4.2
HKND Humankind US Stock ETF 7.4 11 29 6.8 -1.5
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 7.3 60 -20 4.9 -3.4
IWY iShares Russell Top 200 Growth ETF 7.2 20 20 5.8 -2.5
SMMD iShares Russell 2500 ETF 7.2 15 25 6.4 -1.9
IWF iShares Russell 1000 Growth ETF 7.2 19 21 5.5 -2.8
KOCG FIS Knights of Columbus Global Belief ETF 7.2 75 -35 7.2 -1.2
VONG Vanguard Russell 1000 Growth Index Fund 7.2 8 32 5.6 -2.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 7.2 9 31 6.1 -2.3
OUSA O'Shares FTSE US Quality Dividend ETF 7.2 48 -8 7.1 -1.3
SXUS Janus Henderson International Sustainable Equity ETF 7.1 60 -20 4.0 -4.3
VUSE Vident Core US Equity Fund 7.1 48 -8 10.2 +1.9
XPND First Trust Expanded Technology ETF 7.1 65 -25 5.7 -2.6
JOYY Infusive Compounding Global Equities ETF 7.1 51 -11 4.1 -4.2
RPG Invesco S&P 500 Pure Growth ETF 7.0 35 5 6.8 -1.5
DEW WisdomTree Global High Dividend Fund 7.0 58 -18 8.2 -0.1
SDGA Impact Shares Sustainable Development Goals Global ETF 7.0 75 -35 6.6 -1.7
PZLD Puzzle Divdend Leaders 7.0 10 30 7.1 -1.3
FDIG Fidelity Crypto Industry and Digital Payments ETF 7.0 39 1 6.0 -2.3
SUBS Fount Subscription Economy ETF 6.9 70 -30 4.8 -3.5
MBOX Freedom Day Dividend ETF 6.9 39 1 8.0 -0.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 6.8 63 -23 4.5 -3.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 6.8 15 25 8.2 -0.2
HDV iShares Core High Dividend ETF 6.8 8 32 7.4 -1.0
WLDR Affinity World Leaders Equity ETF 6.8 67 -27 8.9 +0.6
DGT SPDR Global Dow ETF 6.8 50 -10 7.4 -0.9
VNSE Natixis Vaughan Nelson Select ETF 6.8 80 -40 3.8 -4.6
IWP iShares Russell Mid-Cap Growth ETF 6.8 23 17 4.4 -4.0
DIVZ TrueShares Low Volatility Equity Income ETF 6.7 65 -25 7.4 -0.9
RYT Invesco S&P 500 Equal Weight Technology ETF 6.7 40 0 6.5 -1.9
SSPX Janus Henderson U.S. Sustainable Equity ETF 6.6 55 -15 4.4 -3.9
FCPI Fidelity Stocks for Inflation ETF 6.6 29 11 8.8 +0.4
TMFG Motley Fool Global Opportunities ETF 6.6 85 -45 4.2 -4.1
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 6.6 64 -24 8.6 +0.3
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 6.6 17 23 5.5 -2.9
PBSM Invesco PureBeta MSCI USA Small Cap ETF 6.6 6 34 5.6 -2.7
IJJ iShares S&P Mid-Cap 400 Value ETF 6.6 18 22 8.2 -0.1
MDYV SPDR S&P 400 Mid Cap Value ETF 6.6 15 25 8.3 -0.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 6.6 15 25 8.2 -0.1
GCIG Genuine Investors ETF 6.5 100 -60 5.7 -2.6
AQGX AI Quality Growth ETF 6.5 97 -57 4.9 -3.5
MOAT VanEck Morningstar Wide Moat ETF 6.5 47 -7 6.5 -1.8
LRGE ClearBridge Large Cap Growth ESG ETF 6.5 59 -19 4.3 -4.0
KVLE KFA Value Liner Dynamic Core Equity Index ETF 6.4 56 -16 7.0 -1.4
XOUT GraniteShares XOUT U.S. Large Cap ETF 6.3 60 -20 5.5 -2.8
SLT Pacer Salt High truBeta US Market ETF 6.3 60 -20 0.0 -8.3
FPAG FPA Global Equity ETF 6.3 49 -9 6.5 -1.8
ACWF iShares MSCI Global Multifactor ETF 6.3 35 5 9.2 +0.9
GURU Global X Guru Index ETF 6.2 75 -35 1.4 -7.0
RAYD Rayliant Quantitative Developed Market Equity ETF 6.1 80 -40 8.9 +0.6
TPHD Timothy Plan High Dividend Stock ETF 6.1 52 -12 6.1 -2.2
TPHE Timothy Plan High Dividend Stock Enhanced ETF 6.1 52 -12 5.9 -2.4
PWC Invesco Dynamic Market ETF 6.0 60 -20 6.3 -2.0
LSLT Salt Low truBeta US Market ETF 6.0 60 -20 0.0 -8.3
ESGG FlexShares STOXX Global ESG Impact Index Fund 6.0 42 -2 5.8 -2.5
MXDU Nationwide Maximum Diversification US Core Equity ETF 6.0 34 6 5.7 -2.7
GBDV Global Beta Smart Income ETF 6.0 29 11 8.8 +0.5
SDY SPDR S&P Dividend ETF 5.9 35 5 6.4 -1.9
NULG Nuveen ESG Large-Cap Growth ETF 5.9 25 15 4.7 -3.6
DGRW WisdomTree U.S. Quality Dividend Growth Fund 5.9 28 12 6.9 -1.4
RWK Invesco S&P MidCap 400 Revenue ETF 5.9 39 1 9.4 +1.0
CACG ClearBridge All Cap Growth ETF 5.8 53 -13 4.3 -4.0
HVAL ALPS Hillman Active Value ETF 5.8 55 -15 7.3 -1.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 5.8 35 5 6.1 -2.2
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 5.8 75 -35 5.7 -2.7
LRGF iShares Edge MSCI Multifactor USA ETF 5.8 20 20 8.3 +0.0
BUZZ VanEck Social Sentiment ETF 5.7 75 -35 0.5 -7.8
ICAP InfraCap Equity Income Fund ETF 5.7 80 -40 8.5 +0.2
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.7 46 -6 6.6 -1.7
MIDF iShares Edge MSCI Multifactor USA Mid-Cap ETF 5.7 25 15 9.8 +1.5
ACWV iShares MSCI Global Min Vol Factor ETF 5.7 20 20 5.8 -2.6
AILG Alpha Intelligent - Large Cap Growth ETF 5.7 85 -45 4.1 -4.3
AFMC First Trust Active Factor Mid Cap ETF 5.7 65 -25 9.1 +0.8
SMDY Syntax Stratified MidCap ETF 5.6 35 5 6.8 -1.5
VAMO Cambria Value & Momentum ETF 5.6 64 -24 9.7 +1.4
UGCE Uncommon Portfolio Design Core Equity ETF 5.5 65 -25 6.5 -1.8
AIEQ AI Powered Equity ETF 5.5 80 -40 3.4 -4.9
FDL First Trust Morningstar Dividend Leaders Index Fund 5.5 45 -5 8.5 +0.1
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 5.4 45 -5 5.9 -2.4
DSTL Distillate US Fundamental Stability & Value ETF 5.4 39 1 7.0 -1.3
GRZZ Grizzle Growth ETF 5.4 75 -35 6.2 -2.2
LCG Sterling Capital Focus Equity ETF 5.4 59 -19 5.3 -3.0
RDIV Invesco S&P Ultra Dividend Revenue ETF 5.3 39 1 9.2 +0.9
EGIS 2nd Vote Society Defended ETF 5.2 75 -35 6.9 -1.4
XSW SPDR S&P Software & Services ETF 5.2 35 5 3.8 -4.5
MDYG SPDR S&P 400 Mid Cap Growth ETF 5.1 15 25 6.8 -1.5
IJK iShares S&P Mid-Cap 400 Growth ETF 5.1 17 23 6.8 -1.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 5.1 15 25 6.7 -1.6
UVDV UVA Dividend Value ETF 5.0 80 -40 6.8 -1.5
BKSE BNY Mellon US Small Cap Core Equity ETF 5.0 4 36 5.8 -2.5
WGRO WisdomTree U.S. Growth & Momentum Fund 5.0 55 -15 7.2 -1.2
SCHA Schwab U.S. Small-Cap ETF 5.0 4 36 5.5 -2.8
GGRW Gabelli Growth Innovators ETF 4.9 90 -50 3.2 -5.1
BLOK Amplify Transformational Data Sharing ETF 4.9 71 -31 5.3 -3.1
BIBL Inspire ETF 4.8 35 5 5.5 -2.9
NUSC Nuveen ESG Small-Cap ETF 4.8 30 10 5.7 -2.6
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 4.8 80 -40 6.5 -1.8
IOO iShares Global 100 ETF 4.8 40 0 5.8 -2.5
IVDG Invesco Focused Discovery Growth ETF 4.8 59 -19 4.6 -3.8
STLG iShares Factors US Growth Style ETF 4.6 25 15 8.1 -0.3
VALQ American Century STOXX U.S. Quality Value ETF 4.6 29 11 9.1 +0.7
JHSC John Hancock Multifactor Small Cap ETF 4.6 42 -2 6.5 -1.9
JDIV JPMorgan U.S. Dividend ETF 4.6 12 28 7.8 -0.5
QMOM Alpha Architect U.S. Quantitative Momentum ETF 4.5 49 -9 7.3 -1.0
NZRO Strategy Shares Halt Climate Change ETF 4.5 95 -55 1.8 -6.5
BLES Inspire Global Hope Large Cap ETF 4.5 52 -12 5.6 -2.7
TMFX Motley Fool Next Index ETF 4.5 50 -10 3.7 -4.6
ISMD Inspire Small/Mid Cap Impact ETF 4.4 57 -17 6.2 -2.1
QGRO American Century STOXX U.S. Quality Growth ETF 4.4 29 11 7.7 -0.6
RYJ Invesco Raymond James SB-1 Equity ETF 4.4 75 -35 3.5 -4.8
ISCB iShares Morningstar Small-Cap ETF 4.4 4 36 5.1 -3.2
FLQL Franklin LibertyQ U.S. Equity ETF 4.4 15 25 7.2 -1.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 4.3 30 10 9.4 +1.1
TMDV ProShares Russell US Dividend Growers ETF 4.3 36 4 6.0 -2.3
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 4.3 30 10 7.6 -0.7
CVAR Cultivar ETF 4.3 87 -47 7.6 -0.7
SPDV AAM S&P 500 High Dividend Value ETF 4.2 29 11 9.0 +0.7
LSAT Leadershares Alphafactor Tactical Focused ETF 4.2 99 -59 10.5 +2.2
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 4.2 75 -35 7.2 -1.2
CWS AdvisorShares Focused Equity ETF 4.2 66 -26 5.9 -2.4
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ET 4.2 85 -45 0.3 -8.1
XMVM Invesco S&P MidCap Value with Momentum ETF 4.1 39 1 11.9 +3.6
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 4.1 35 5 6.4 -1.9
SFYF SoFi 50 ETF 4.1 29 11 -2.4 -10.7
ISCV iShares Morningstar Small Cap Value ETF 4.0 6 34 8.0 -0.3
LYFE 2nd Vote Life Neutral Plus ETF 4.0 75 -35 7.4 -1.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 4.0 60 -20 8.9 +0.6
DIVS SmartETFs Dividend Builder ETF 4.0 65 -25 5.9 -2.5
CZA Invesco Zacks Mid-Cap ETF 4.0 69 -29 6.3 -2.0
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 4.0 35 5 7.8 -0.5
VFMV Vanguard U.S. Minimum Volatility ETF 3.8 13 27 5.9 -2.4
ENTR Entrepreneur 30 Fund 3.8 49 -9 5.3 -3.0
PEY Invesco High Yield Equity Dividend Achievers ETF 3.8 53 -13 7.9 -0.4
LVHD Legg Mason Low Volatility High Dividend ETF 3.8 27 13 7.4 -1.0
XDAT Franklin Exponential Data ETF 3.8 50 -10 3.1 -5.2
ANEW ProShares MSCI Transformational Changes ETF 3.7 45 -5 4.0 -4.3
FEVR Inspire Faithward Large Cap Momentum ESG ETF 3.7 85 -45 4.8 -3.6
EPRE First Trust TCW ESG Premier Equity ETF 3.7 85 -45 4.8 -3.6
RFDA RiverFront Dynamic US Dividend Advantage ETF 3.7 52 -12 8.2 -0.1
XMHQ Invesco S&P MidCap Quality ETF 3.6 25 15 8.3 -0.1
FNDA Schwab Fundamental U.S. Small Co. Index ETF 3.5 25 15 6.0 -2.3
WBIY WBI Power Factor High Dividend ETF 3.5 70 -30 10.5 +2.2
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 3.5 21 19 4.0 -4.3
DFAS Dimensional U.S. Small Cap ETF 3.4 34 6 6.7 -1.6
KBWR Invesco KBW Regional Banking ETF 3.4 35 5 9.3 +1.0
PLAT WisdomTree Modern Tech Platforms Fund 3.4 20 20 2.0 -6.4
GBUY Goldman Sachs Future Consumer Equity ETF 3.3 75 -35 2.9 -5.5
ZIG The Acquirers Fund 3.3 89 -49 12.6 +4.3
JMIN JPMorgan U.S. Minimum Volatility ETF 3.3 12 28 5.9 -2.4
RFV Invesco S&P Midcap 400 Pure Value ETF 3.3 35 5 10.7 +2.4
SPXN ProShares S&P 500 Ex-Financials ETF 3.2 27 13 5.7 -2.6
SATO Invesco Alerian Galaxy Crypto Economy ETF 3.2 60 -20 -15.2 -23.5
DFSV Dimensional US Small Cap Value ETF 3.1 31 9 8.7 +0.4
GK AdvisorShares Gerber Kawasaki ETF 3.0 81 -41 4.5 -3.9
OUSM O'Shares FTSE Russell Small Cap Quality Dividend ETF 3.0 48 -8 7.6 -0.7
INFL Horizon Kinetics Inflation Beneficiaries ETF 3.0 85 -45 4.7 -3.7
SDEI Sound Equity Income ETF 2.9 45 -5 9.6 +1.2
CGDV Capital Group Dividend Value ETF 2.9 33 7 6.1 -2.2
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.9 52 -12 5.7 -2.6
XMMO Invesco S&P MidCap Momentum ETF 2.9 33 7 7.7 -0.6
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 2.9 15 25 5.9 -2.4
VBK Vanguard Small-Cap Growth Index Fund 2.8 7 33 2.5 -5.8
GENY Principal Millennials Index ETF 2.7 45 -5 7.5 -0.8
GBLO Global Beta Low Beta ETF 2.6 29 11 7.6 -0.8
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 2.6 69 -29 6.5 -1.8
SIXL 6 Meridian Low Beta Equity Strategy ETF 2.6 88 -48 5.9 -2.4
SDOG ALPS Sector Dividend Dogs ETF 2.6 40 0 8.9 +0.6
FBCG Fidelity Blue Chip Growth ETF 2.5 59 -19 2.6 -5.8
FINX Global X FinTech Thematic ETF 2.4 68 -28 5.6 -2.7
AVUV Avantis U.S. Small Cap Value ETF 2.4 25 15 9.2 +0.9
BITQ Bitwise Crypto Industry Innovators ETF 2.3 85 -45 -5.7 -14.0
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.3 41 -1 6.4 -1.9
KONG Formidable Fortress ETF 2.3 89 -49 6.0 -2.3
ISCG iShares Morningstar Small-Cap Growth ETF 2.2 6 34 1.5 -6.9
IUSS Invesco Strategic US Small Company ETF 2.2 23 17 6.2 -2.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.2 70 -30 4.4 -4.0
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 2.1 108 -68 6.6 -1.7
SXQG 6 Meridian Quality Growth ETF 2.1 100 -60 5.3 -3.0
CGGO Capital Group Global Growth Equity ETF 2.1 47 -7 4.3 -4.0
SAMT Strategas Macro Thematic Opportunities ETF 2.1 65 -25 3.4 -5.0
TMFM Motley Fool Mid-Cap Growth ETF 2.1 85 -45 4.4 -4.0
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 2.0 85 -45 6.9 -1.4
FPX First Trust US IPO Index Fund 2.0 57 -17 2.5 -5.8
SQEW LeaderShares Equity Skew ETF 2.0 75 -35 6.3 -2.0
MILN Global X Millennial Consumer ETF 1.9 50 -10 3.2 -5.1
BIDS Amplify Digital & Online Trading ETF 1.8 59 -19 6.9 -1.4
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 1.8 25 15 8.1 -0.2
XMLV Invesco S&P MidCap Low Volatility ETF 1.8 25 15 6.3 -2.0
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.8 35 5 9.2 +0.9
ISHP First Trust S-Network E-Commerce ETF 1.7 60 -20 4.1 -4.2
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 1.6 30 10 9.5 +1.2
UBCB UBC Algorithmic Fundamentals ETF 1.6 75 -35 4.6 -3.8
KLDW Gavekal Knowledge Leaders Developed World ETF 1.5 75 -35 0.0 -8.3
KBWD Invesco KBW High Dividend Yield Financial ETF 1.5 124 -84 12.1 +3.7
QABA First Trust NASDAQ ABA Community Bank Index Fund 1.4 60 -20 8.9 +0.5
PSP Invesco Global Listed Private Equity ETF 1.4 144 -104 9.4 +1.1
QQMG Invesco ESG NASDAQ 100 ETF 1.4 20 20 5.9 -2.4
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.4 35 5 5.7 -2.6
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.4 60 -20 5.6 -2.7
QYLD Global X NASDAQ 100 Covered Call ETF 1.4 60 -20 5.4 -3.0
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 1.4 60 -20 5.3 -3.0
QRMI Global X NASDAQ 100 Risk Managed Income ETF 1.4 60 -20 5.1 -3.3
QQQ Invesco QQQ Trust 1.4 20 20 5.6 -2.7
QQQM Invesco NASDAQ 100 ETF 1.4 15 25 5.8 -2.6
NUSI Nationwide Risk-Managed Income ETF 1.4 68 -28 4.9 -3.5
ADIV SmartETFs Asia Pacific Dividend Builder ETF 1.4 78 -38 10.1 +1.7
BTEK BlackRock Future Tech ETF 1.4 88 -48 0.5 -7.8
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 1.3 58 -18 5.5 -2.8
QTR Global X NASDAQ 100 Tail Risk ETF 1.3 60 -20 5.2 -3.1
XT iShares Exponential Technologies ETF 1.3 46 -6 4.2 -4.1
LOUP Innovator Loup Frontier Tech ETF 1.3 70 -30 5.7 -2.6
ALFA AlphaClone Alternative Alpha ETF 1.3 65 -25 4.0 -4.4
KOMP SPDR Kensho New Economies Composite ETF 1.3 20 20 0.8 -7.5
JRNY ALPS Global Travel Beneficiaries ETF 1.3 65 -25 0.8 -7.5
IEDI iShares Evolved U.S. Discretionary Spending ETF 1.3 18 22 5.3 -3.0
QCLR Global X NASDAQ 100 Collar 95-110 ETF 1.3 60 -20 5.0 -3.4
MVPS Amplify Thematic All-Stars ETF 1.2 49 -9 2.1 -6.3
IBLC iShares Blockchain and Tech ETF 1.2 47 -7 2.0 -6.3
GFOF Grayscale Future of Finance ETF 1.2 70 -30 -1.7 -10.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.2 39 1 4.3 -4.0
FIDU Fidelity MSCI Industrials Index ETF 1.2 8 32 6.2 -2.1
ARKF ARK Fintech Innovation ETF 1.2 75 -35 0.0 -8.3
VIS Vanguard Industrials Index Fund 1.2 10 30 5.8 -2.6
GIGE SoFi Gig Economy ETF 1.2 59 -19 -6.5 -14.8
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.1 59 -19 12.4 +4.0
WCLD WisdomTree Cloud Computing Fund 1.1 45 -5 -1.7 -10.1
ZGEN Generation Z ETF 1.1 60 -20 -5.5 -13.8
BKCH Global X Blockchain ETF 1.1 50 -10 -38.1 -46.4
IVSG Invesco Select Growth ETF 1.1 48 -8 4.8 -3.6
INNO Harbor Disruptive Innovation ETF 1.1 75 -35 -3.5 -11.9
SAGP Strategas Global Policy Opportunities ETF 1.1 65 -25 7.0 -1.3
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 1.1 20 20 5.0 -3.4
CTRU ARK Transparency ETF 1.0 55 -15 2.8 -5.5
NUMG Nuveen ESG Mid-Cap Growth ETF 1.0 30 10 4.3 -4.1
AESR Anfield U.S. Equity Sector Rotation ETF 1.0 146 -106 4.6 -3.7
IBUY Amplify Online Retail ETF 0.9 65 -25 -5.1 -13.4
PUNK Subversive Metaverse ETF 0.9 75 -35 2.4 -5.9
LRND IQ U.S. Large Cap R&D Leaders ETF 0.9 14 26 7.5 -0.8
PID Invesco International Dividend Achievers ETF 0.9 56 -16 7.2 -1.2
LIV Emles (a)Home ETF 0.9 49 -9 5.3 -3.0
FDN First Trust Dow Jones Internet Index Fund 0.9 51 -11 4.0 -4.3
PNQI Invesco NASDAQ Internet ETF 0.9 60 -20 3.3 -5.1
XLI Industrial Select Sector SPDR Fund 0.9 10 30 6.0 -2.4
RGI Invesco S&P 500 Equal Weight Industrials ETF 0.9 40 0 4.4 -4.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.8 20 20 6.8 -1.5
CBSE Changebridge Capital Sustainable Equity ETF 0.8 85 -45 0.0 -8.3
THNQ ROBO Global Artificial Intelligence ETF 0.8 68 -28 3.3 -5.1
VIDI Vident International Equity Fund 0.8 59 -19 11.1 +2.8
PEXL Pacer US Export Leaders ETF 0.8 60 -20 6.2 -2.1
VTWO Vanguard Russell 2000 Index Fund 0.7 10 30 1.7 -6.6
IWM iShares Russell 2000 ETF 0.7 19 21 1.5 -6.8
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.7 60 -20 8.1 -0.3
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.7 70 -30 -12.5 -20.9
MGMT Ballast Small/Mid Cap ETF 0.6 110 -70 8.6 +0.3
RYLD Global X Russell 2000 Covered Call ETF 0.6 60 -20 1.3 -7.1
GBGR Global Beta Momentum-Growth ETF 0.6 29 11 1.9 -6.4
FFND Future Fund Active ETF 0.6 101 -61 2.2 -6.1
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.6 75 -35 3.4 -4.9
WDIV SPDR Global Dividend ETF 0.6 40 0 8.7 +0.4
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.6 95 -55 2.4 -5.9
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.5 29 11 7.1 -1.3
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.5 15 25 4.1 -4.2
ACTV LeaderShares Activist Leaders ETF 0.5 75 -35 8.0 -0.3
OSCV Opus Small Cap Value Plus ETF 0.5 79 -39 5.3 -3.0
WRND IQ Global Equity R&D Leaders ETF 0.5 18 22 7.4 -0.9
AFSM First Trust Active Factor Small Cap ETF 0.5 77 -37 8.2 -0.1
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.5 20 20 5.0 -3.3
PSJ Invesco Dynamic Software ETF 0.5 56 -16 3.7 -4.7
IWN iShares Russell 2000 Value ETF 0.5 24 16 2.2 -6.2
CSML IQ Chaikin U.S. Small Cap ETF 0.5 35 5 5.7 -2.6
EXI iShares Global Industrials ETF 0.5 43 -3 5.4 -2.9
VTWV Vanguard Russell 2000 Value Index Fund 0.5 15 25 2.6 -5.7
ERSX ERShares NextGen Entrepreneurs ETF 0.5 75 -35 5.9 -2.4
IPO Renaissance IPO ETF 0.4 60 -20 6.6 -1.7
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 0.4 19 21 8.0 -0.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.4 39 1 7.1 -1.2
IWO iShares Russell 2000 Growth ETF 0.4 24 16 1.0 -7.3
VTWG Vanguard Russell 2000 Growth Index Fund 0.4 15 25 1.0 -7.3
MEME Roundhill MEME ETF 0.4 69 -29 -3.6 -11.9
ARKK ARK Innovation ETF 0.4 75 -35 -6.9 -15.2
ARKW ARK Web x.0 ETF 0.4 83 -43 -16.5 -24.8
SVAL iShares US Small Cap Value Factor ETF 0.3 20 20 10.3 +2.0
METV Roundhill Ball Metaverse ETF 0.3 59 -19 4.4 -4.0
DIV Global X SuperDividend US ETF 0.2 45 -5 6.0 -2.3
PTF Invesco DWA Technology Momentum ETF 0.2 60 -20 4.7 -3.6
WUGI Esoterica NextG Economy ETF 0.2 75 -35 2.3 -6.0
JFWD Jacob Forward ETF 0.2 75 -35 -12.2 -20.5
NFTZ Defiance Digital Revolution ETF 0.2 45 -5 -14.6 -23.0
DAPP VanEck Digital Transformation ETF 0.2 50 -10 -30.0 -38.4
DAM VanEck Digital Assets Mining ETF 0.2 50 -10 -40.9 -49.3
HLAL Wahed FTSE USA Shariah ETF 0.2 50 -10 5.4 -2.9
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 0.2 35 5 7.6 -0.7
AIRR First Trust RBA American Industrial Renaissance ETF 0.2 70 -30 6.5 -1.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.2 9 31 4.9 -3.4
BFTR Future Innovators ETF 0.2 80 -40 -3.3 -11.6
FYT First Trust Small Cap Value AlphaDEX Fund 0.1 72 -32 12.1 +3.7
ROSC Hartford Multifactor Small Cap ETF 0.1 34 6 10.3 +2.0
DES WisdomTree U.S. SmallCap Dividend Fund 0.1 38 2 8.6 +0.3
RNSC Small Cap US Equity Select ETF 0.1 60 -20 8.5 +0.2
FYX First Trust Small Cap Core AlphaDEX Fund 0.1 63 -23 8.5 +0.2
IECS iShares Evolved U.S. Consumer Staples ETF 0.1 18 22 5.5 -2.8
EES WisdomTree SmallCap Earnings Fund 0.1 38 2 10.1 +1.8
SQLV Legg Mason Small-Cap Quality Value 0.1 61 -21 9.7 +1.3
PSC Principal U.S. Small Cap Index ETF 0.1 38 2 7.2 -1.1
AIQ Global X Future Analytics Tech ETF 0.0 68 -28 5.2 -3.2
BOTZ Global X Robotics & Artificial Intelligence ETF 0.0 68 -28 2.8 -5.5
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.0 45 -5 2.1 -6.3
XITK SPDR FactSet Innovative Technology ETF 0.0 45 -5 -3.2 -11.5
IYW iShares U.S. Technology ETF 0.0 43 -3 5.6 -2.7
HHH ETFMG Real Estate Tech ETF 0.0 75 -35 3.3 -5.1
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.0 5 35 7.7 -0.7
ARB AltShares Merger Arbitrage ETF -1.6 67 -27 7.4 -0.9

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 Financials 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 11.8 %
Divided by: Fwd. P/BV 1.4 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 8.3 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

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

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

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

 

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