SPDR S&P Capital Markets ETF
ALTAR
Score™		 6.7% info Recommen-
dation		 OVERWEIGHT
2024E    2025E
P/E
ratio		 17.6x P/Sales
ratio		 3.8x
P/BV
ratio		 2.7x Div.
yield		 2.0%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
KBW Capital Markets ETF is an exchange-traded fund incorporated in the USA. The Fund's objective is to replicate the performance of the KBW Capital Markets Index.

FUND BASICS
Category US Equities
Fund Sponsor SSGA Funds Management Inc
Website www.spdrs.com
Inception date Nov 08, 2005
Assets (mns) $512
Currency USD
Expense ratio 35 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust
Weighting Equal
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 59
Wgt avg mkt cap (mns) $37,436
Large cap (>$10bn) 64.3%
Mid cap ($2-10bn) 30.5%
Small cap (<$2bn) 5.2%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
CME GROUP INC 2.2 %
INTERCONTINENTALEXCHANGE INC 2.2 %
CBOE HOLDINGS INC 2.1 %
ROBINHOOD MARKETS, INC. CLASS A 2.1 %
TRADEWEB MARKETS, INC. CLASS A 2.1 %
BANK OF NEW YORK MELLON CORP 2.1 %
VIRTU FINANCIAL, INC. CLASS A 2.0 %
LPL FINANCIAL HOLDINGS INC 2.0 %
BGC GROUP INC A 1.9 %
S&P GLOBAL, INC. 1.9 %
Total 20.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 91.5 %
BRITAIN 1.7 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
0.6% 32.7% 22.7% 13.2% 7.3%

Market Correlations
versus... Beta R-squared
S&P500 1.25 72%
MSCI EAFE 1.09 56%
MSCI Emg. Mkts. 0.84 33%

Technical Indicators
Recent close $127.96
30d moving avg. $137.25
Annualized volatility 25.2%
Short interest (ETF) 1.0%
Short interest (Underlying) 2.6%
Relative strength (RSI) 38

Liquidity measures
Avg. volume (thou.) 49
Turnover 1.2%
Bid/Ask (% of price) 0.13%
ADV underlying (mns) $7,935

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 665 potential alternatives to the SPDR S&P Capital Markets ETF ETF based on the alternatives' overlap in portfolio holdings with KCE. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: KCE Expense: 35 bp ALTAR Score™: 6.7%


ALTERNATIVE ETFs BASED ON OVERLAP WITH KCE
Ticker Fund
Name		 Overlap1
vs KCE
(%)		 Expense
ratio
(bp)		 Savings
vs KCE
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs KCE
(%)
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 40.6 40 -5 4.7 -2.1
RSPF Invesco S&P 500 Equal Weight Financials ETF 30.7 40 -5 6.4 -0.4
IYF iShares U.S. Financials ETF 26.6 40 -5 5.6 -1.2
IYG iShares US Financial Services ETF 26.1 40 -5 5.2 -1.6
FXO First Trust Financials AlphaDEX Fund 25.0 62 -27 8.0 +1.3
VFH Vanguard Financials ETF 22.5 10 25 5.9 -0.9
FNCL Fidelity MSCI Financials Index ETF 22.3 8 27 5.8 -0.9
PFI Invesco Dorsey Wright Financial Momentum ETF 20.7 60 -25 5.9 -0.8
XLF Financial Select Sector SPDR Fund 20.5 8 27 5.4 -1.4
STCE Schwab Crypto Thematic ETF 14.9 30 5 0.0 -6.7
FDFF Fidelity Disruptive Finance ETF 14.3 50 -15 3.8 -3.0
BCDF Horizon Kinetics Blockchain Development ETF 13.7 85 -50 3.5 -3.3
LBO WHITEWOLF Publicly Listed Private Equity ETF 12.6 70 -35 9.6 +2.8
IXG iShares Global Financials ETF 12.6 42 -7 5.8 -1.0
RNMC First Trust Mid Cap US Equity Select ETF 12.0 60 -25 6.6 -0.1
FSCS First Trust SMID Capital Strength ETF 11.6 60 -25 6.4 -0.3
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 10.8 60 -25 6.6 -0.1
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 10.4 68 -33 4.1 -2.6
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 10.2 48 -13 5.5 -1.2
FTC First Trust Large Cap Growth AlphaDEX Fund 10.2 59 -24 2.9 -3.9
TOLL Tema Monopolies and Oligopolies ETF 9.8 75 -40 3.4 -3.3
XMMO Invesco S&P MidCap Momentum ETF 9.8 34 1 6.6 -0.2
PSP Invesco Global Listed Private Equity ETF 9.6 106 -71 8.0 +1.3
KBWB Invesco KBW Bank ETF 9.4 35 0 8.2 +1.5
UDI USCF Dividend Income Fund 9.3 65 -30 7.5 +0.8
CHGX AXS Change Finance ESG ETF 9.2 49 -14 5.7 -1.0
BITQ Bitwise Crypto Industry Innovators ETF 9.1 85 -50 -3.8 -10.6
PSCF Invesco S&P SmallCap Financials ETF 9.0 29 6 9.1 +2.4
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 9.0 75 -40 3.3 -3.4
MOTE VanEck Morningstar ESG Moat ETF 8.9 49 -14 6.0 -0.8
MTUM iShares MSCI USA Momentum Factor ETF 8.4 15 20 4.2 -2.5
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 8.3 65 -30 3.9 -2.9
SNPV Xtrackers S&P 500 Value ESG ETF 7.9 15 20 6.6 -0.1
XSMO Invesco S&P SmallCap Momentum ETF 7.7 39 -4 8.0 +1.3
GSIB Themes Global Systemically Important Banks ETF 7.5 35 0 11.0 +4.3
PWB Invesco Large Cap Growth ETF 7.3 56 -21 3.2 -3.5
DVLU First Trust Dorsey Wright Momentum & Value ETF 7.3 60 -25 9.9 +3.2
BLOK Amplify Transformational Data Sharing ETF 7.2 75 -40 0.8 -6.0
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 7.2 75 -40 5.1 -1.7
PDP Invesco Dorsey Wright Momentum ETF 7.2 62 -27 3.8 -3.0
AMID Argent Mid Cap ETF Argent Mid Cap ETF 7.1 52 -17 7.8 +1.1
JHDV John Hancock U.S. High Dividend ETF 7.0 34 1 7.0 +0.3
HAPY Harbor Human Capital Factor Unconstrained ETF 6.9 50 -15 4.7 -2.0
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 6.8 15 20 4.9 -1.8
DIVG Invesco S&P 500 High Dividend Growers ETF 6.8 39 -4 7.7 +1.0
CFA VictoryShares US 500 Volatility Wtd ETF 6.8 35 0 5.9 -0.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 6.7 40 -5 5.9 -0.9
EQIN Columbia US Equity Income ETF 6.7 35 0 8.4 +1.7
QMOM Alpha Architect U.S. Quantitative Momentum ETF 6.7 39 -4 4.1 -2.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 6.7 64 -29 2.2 -4.6
PWV Invesco Large Cap Value ETF 6.7 55 -20 7.3 +0.5
JOET Virtus Terranova US Quality Momentum ETF 6.5 29 6 4.8 -1.9
SMOT VanEck Morningstar SMID Moat ETF 6.5 49 -14 6.2 -0.5
IWP iShares Russell Mid-Cap Growth ETF 6.5 23 12 3.5 -3.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 6.5 60 -25 6.6 -0.2
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 6.4 35 0 7.5 +0.8
NULV Nuveen ESG Large-Cap Value ETF 6.4 26 9 6.5 -0.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 6.4 65 -30 5.7 -1.0
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 6.4 38 -3 7.5 +0.8
TBG TBG Dividend Focus ETF 6.3 59 -24 6.9 +0.2
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 6.2 79 -44 5.0 -1.7
FMDE Fidelity Enhanced Mid Cap ETF 6.2 23 12 6.0 -0.8
LSAF LeaderShares AlphaFactor US Core Equity ETF 6.2 75 -40 7.3 +0.6
GDIV Harbor Dividend Growth Leaders ETF 6.2 50 -15 5.7 -1.0
STXD Strive 1000 Dividend Growth ETF 6.2 35 0 5.4 -1.4
SPVM Invesco S&P 500 Value with Momentum ETF 6.1 39 -4 8.0 +1.3
VSDA VictoryShares Dividend Accelerator ETF 6.0 35 0 7.3 +0.5
VFMO Vanguard U.S. Momentum Factor ETF 6.0 13 22 2.9 -3.8
AIVL WisdomTree U.S. AI Enhanced Value Fund 6.0 38 -3 5.8 -1.0
SPLV Invesco S&P 500 Low Volatility ETF 5.9 25 10 5.0 -1.7
IMCG iShares Morningstar Mid-Cap Growth ETF 5.8 6 29 4.1 -2.6
GINN Goldman Sachs Innovate Equity ETF 5.8 52 -17 2.5 -4.2
ALTL Pacer Lunt Large Cap Alternator ETF 5.8 60 -25 5.6 -1.2
GRNY Fundstrat Granny Shots US Large Cap ETF 5.8 75 -40 3.9 -2.9
DIVL Madison Dividend Value ETF 5.8 65 -30 5.9 -0.9
BDIV AAM Brentview Dividend Growth ETF 5.8 49 -14 4.6 -2.2
CWS AdvisorShares Focused Equity ETF 5.8 84 -49 5.0 -1.8
XMLV Invesco S&P MidCap Low Volatility ETF 5.8 25 10 6.9 +0.2
SYLD Cambria Shareholder Yield ETF 5.7 59 -24 11.9 +5.1
EVUS iShares ESG Aware MSCI USA Value ETF 5.7 18 17 6.6 -0.2
CZAR Themes Natural Monopoly ETF 5.7 35 0 6.1 -0.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.7 20 15 6.9 +0.2
FEX First Trust Large Cap Core AlphaDEX Fund 5.7 59 -24 6.1 -0.7
CZA Invesco Zacks Mid-Cap ETF 5.7 72 -37 5.9 -0.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 5.6 60 -25 7.6 +0.8
DIVZ TrueShares Low Volatility Equity Income ETF 5.6 65 -30 7.5 +0.7
FLV American Century Focused Large Cap Value ETF 5.6 42 -7 6.4 -0.3
PFM Invesco Dividend Achievers ETF 5.6 53 -18 5.5 -1.3
KONG Formidable Fortress ETF 5.6 89 -54 5.9 -0.9
NUMV Nuveen ESG Mid-Cap Value ETF 5.5 31 4 7.0 +0.3
IWX iShares Russell Top 200 Value ETF 5.5 20 15 6.1 -0.6
VOT Vanguard Mid-Cap Growth ETF 5.5 7 28 3.7 -3.1
MGV Vanguard Mega Cap Value ETF 5.5 7 28 6.5 -0.3
IJK iShares S&P Mid-Cap 400 Growth ETF 5.5 17 18 5.7 -1.1
INCE Franklin Income Equity Focus ETF 5.4 29 6 5.8 -1.0
SFYX SoFi Next 500 ETF 5.4 0 35 5.2 -1.5
NUDV Nuveen ESG Dividend ETF 5.4 26 9 7.5 +0.8
NOBL ProShares S&P 500 Dividend Aristocrats ETF 5.4 35 0 6.2 -0.6
VIG Vanguard Dividend Appreciation ETF 5.4 6 29 5.8 -1.0
USXF iShares ESG Advanced MSCI USA ETF 5.3 10 25 5.4 -1.3
DLN WisdomTree U.S. LargeCap Dividend Fund 5.3 28 7 5.9 -0.9
GLBL Pacer MSCI World Industry Advantage ETF 5.3 65 -30 4.9 -1.9
SRHQ SRH U.S. Quality ETF 5.3 35 0 8.2 +1.5
LGRO Level Four Large Cap Growth Active ETF 5.3 55 -20 4.5 -2.2
DVND Touchstone Dividend Select ETF 5.3 67 -32 5.8 -1.0
SAMT Strategas Macro Thematic Opportunities ETF 5.3 65 -30 3.7 -3.1
DGRO iShares Core Dividend Growth ETF 5.3 8 27 6.4 -0.3
RFFC ALPS Active Equity Opportunity ETF 5.3 48 -13 4.7 -2.1
MDYG SPDR S&P 400 Mid Cap Growth ETF 5.3 15 20 5.7 -1.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 5.2 15 20 6.6 -0.2
DTD WisdomTree U.S. Total Dividend Fund 5.2 28 7 6.2 -0.6
IWD iShares Russell 1000 Value ETF 5.2 19 16 6.3 -0.4
VYM Vanguard High Dividend Yield Index ETF 5.2 6 29 6.9 +0.1
GVUS Marketbeta Russell 1000 Value Equity ETF 5.2 12 23 6.4 -0.3
VONV Vanguard Russell 1000 Value ETF 5.2 8 27 6.5 -0.3
BPAY BlackRock Future Financial and Technology ETF 5.1 70 -35 8.8 +2.0
XSHQ Invesco S&P SmallCap Quality ETF 5.1 29 6 9.1 +2.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 5.1 15 20 5.0 -1.8
IPDP Dividend Performers ETF 5.0 122 -87 5.0 -1.8
ICAP InfraCap Equity Income Fund ETF 5.0 171 -136 5.9 -0.9
AUSF Global X Adaptive U.S. Factor ETF 5.0 27 8 9.2 +2.5
SPHB Invesco S&P 500 High Beta ETF 5.0 25 10 5.2 -1.5
VTV Vanguard Value ETF 5.0 4 31 6.7 -0.0
MAGA Point Bridge America First ETF 5.0 72 -37 6.3 -0.5
IWR iShares Russell Midcap ETF 5.0 19 16 5.9 -0.9
SIZE iShares MSCI USA Size Factor ETF 5.0 15 20 6.4 -0.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 5.0 9 26 6.2 -0.6
FELV Fidelity Enhanced Large Cap Value ETF 5.0 18 17 6.6 -0.1
EQWL Invesco S&P 100 Equal Weight ETF 4.9 25 10 6.5 -0.2
SCHV Schwab U.S. Large-Cap Value ETF 4.9 4 31 6.6 -0.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.9 70 -35 4.3 -2.5
AVSU Avantis Responsible U.S. Equity ETF 4.9 15 20 6.6 -0.1
VO Vanguard Mid-Cap ETF 4.8 4 31 5.7 -1.1
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 4.8 60 -25 5.9 -0.8
EUSA iShares MSCI USA Equal Weighted ETF 4.8 9 26 6.3 -0.4
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 4.8 52 -17 5.7 -1.1
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 4.8 56 -21 6.7 0.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.8 58 -23 5.6 -1.2
PY Principal Value ETF 4.7 15 20 7.3 +0.6
FDMO Fidelity Momentum Factor ETF 4.7 15 20 4.4 -2.4
TMFX Motley Fool Next Index ETF 4.7 50 -15 3.3 -3.4
NULC Nuveen ESG Large-Cap ETF 4.7 21 14 5.2 -1.5
JHMM John Hancock Multifactor Mid Cap ETF 4.7 42 -7 6.6 -0.2
DURA VanEck Durable High Dividend ETF 4.6 29 6 7.5 +0.8
XMAG Defiance Large Cap ex-Mag 7 ETF 4.6 35 0 5.2 -1.5
SUSA iShares MSCI USA ESG Select ETF 4.6 25 10 5.4 -1.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 4.6 39 -4 5.8 -0.9
DFNL Davis Select Financial ETF 4.6 63 -28 6.7 -0.0
VOOV Vanguard S&P 500 Value ETF 4.6 10 25 6.7 -0.1
IVE iShares S&P 500 Value ETF 4.6 18 17 6.2 -0.5
SPYV SPDR Portfolio S&P 500 Value ETF 4.6 4 31 6.4 -0.3
MODL VictoryShares WestEnd U.S. Sector ETF 4.6 42 -7 5.0 -1.7
DIVB iShares Core Dividend ETF 4.5 5 30 7.6 +0.8
ULVM VictoryShares US Value Momentum ETF 4.5 20 15 7.6 +0.8
RSP Invesco S&P 500 Equal Weight ETF 4.5 20 15 6.7 -0.1
SPXT ProShares S&P 500 Ex-Technology ETF 4.5 9 26 5.5 -1.3
IWS iShares Russell Mid-Cap Value ETF 4.5 23 12 6.8 +0.0
LEAD Siren DIVCON Leaders Dividend ETF 4.4 43 -8 4.9 -1.9
IUSV iShares Core S&P US Value ETF 4.4 4 31 6.5 -0.3
ARKF ARK Fintech Innovation ETF 4.4 75 -40 -0.2 -6.9
LVOL American Century Low Volatility ETF 4.4 29 6 5.0 -1.7
HDUS Hartford Disciplined US Equity ETF 4.4 19 16 6.1 -0.6
TMDV ProShares Russell US Dividend Growers ETF 4.4 35 0 6.4 -0.3
LRGC AB US Large Cap Strategic Equities ETF 4.4 48 -13 4.9 -1.9
REVS Columbia Research Enhanced Value ETF 4.4 19 16 7.6 +0.9
ZECP Zacks Earnings Consistent Portfolio ETF 4.4 55 -20 4.9 -1.8
VOE Vanguard Mid-Cap Value ETF 4.4 7 28 7.4 +0.6
IMCB iShares Morningstar Mid-Cap ETF 4.4 4 31 6.1 -0.7
FUNL CornerCap Fundametrics Large-Cap ETF 4.4 50 -15 7.3 +0.6
DSI iShares MSCI KLD 400 Social ETF 4.4 25 10 5.5 -1.2
SCHM Schwab U.S. Mid-Cap ETF 4.3 4 31 6.5 -0.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 4.3 60 -25 4.0 -2.7
JSTC Adasina Social Justice All Cap Global ETF 4.2 89 -54 4.5 -2.2
NZUS SPDR MSCI USA Climate Paris Aligned ETF 4.2 10 25 4.7 -2.0
VFMF Vanguard U.S. Multifactor ETF 4.2 18 17 9.0 +2.2
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 4.2 50 -15 8.2 +1.4
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 4.2 38 -3 7.0 +0.2
NBDS Neuberger Berman Disrupters ETF 4.2 55 -20 1.5 -5.2
FPX First Trust US Equity Opportunities ETF 4.2 61 -26 0.3 -6.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 4.2 10 25 4.7 -2.1
JMOM JPMorgan U.S. Momentum Factor ETF 4.2 12 23 4.7 -2.1
DON WisdomTree U.S. MidCap Dividend Fund 4.1 38 -3 8.6 +1.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4.1 7 28 6.2 -0.5
DFSU Dimensional US Sustainability Core 1 ETF 4.1 18 17 5.8 -0.9
SUSL iShares ESG MSCI USA Leaders ETF 4.1 10 25 5.6 -1.1
BLCR iShares Large Cap Core Active ETF 4.1 36 -1 4.8 -2.0
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 4.1 10 25 5.6 -1.1
XMHQ Invesco S&P MidCap Quality ETF 4.0 25 10 7.1 +0.3
FFND Future Fund Active ETF 4.0 100 -65 1.1 -5.7
VXF Vanguard Extended Market ETF 4.0 6 29 3.9 -2.9
XDAT Franklin Exponential Data ETF 4.0 50 -15 3.9 -2.8
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 4.0 25 10 5.1 -1.7
KRMA Global X Conscious Companies ETF 4.0 43 -8 6.2 -0.6
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 4.0 80 -45 6.3 -0.5
ILCV iShares Morningstar Value ETF 4.0 4 31 6.5 -0.3
OCFS Otter Creek Focus Strategy ETF 4.0 85 -50 5.5 -1.2
SPMO Invesco S&P 500 Momentum ETF 4.0 13 22 3.9 -2.8
FQAL Fidelity Quality Factor ETF 4.0 15 20 6.1 -0.6
DIVS SmartETFs Dividend Builder ETF 4.0 65 -30 4.8 -2.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 4.0 15 20 7.4 +0.6
ACVF American Conservative Values ETF 4.0 75 -40 4.5 -2.2
SNPE Xtrackers S&P 500 ESG ETF 4.0 10 25 5.4 -1.3
LRGF iShares U.S. Equity Factor ETF 3.9 8 27 5.9 -0.8
HLGE Hartford Longevity Economy ETF 3.9 44 -9 6.4 -0.3
JHML John Hancock Multifactor Large Cap ETF 3.9 29 6 5.7 -1.1
ONEV SPDR Russell 1000 Low Volatility Focus ETF 3.9 20 15 8.0 +1.2
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.9 15 20 7.2 +0.4
MDCP VictoryShares THB Mid Cap ESG ETF 3.9 55 -20 6.0 -0.8
CVLC Calvert US Large-Cap Core Responsible Index ETF 3.9 15 20 5.3 -1.4
SWP SWP Growth & Income ETF 3.9 99 -64 4.4 -2.3
PRF Invesco FTSE RAFI US 1000 ETF 3.9 39 -4 7.0 +0.3
SIXA ETC 6 Meridian Mega Cap Equity ETF 3.8 80 -45 6.6 -0.1
JAVA JPMorgan Active Value ETF 3.8 44 -9 5.9 -0.8
JGRO JPMorgan Active Growth ETF 3.8 44 -9 4.1 -2.7
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 3.8 49 -14 5.8 -0.9
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 3.8 12 23 5.3 -1.4
SHRY First Trust Bloomberg Shareholder Yield ETF 3.8 60 -25 7.3 +0.6
MMTM SPDR S&P 1500 Momentum Tilt ETF 3.8 12 23 5.0 -1.8
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 3.8 12 23 7.8 +1.1
STXV Strive 1000 Value ETF 3.8 18 17 7.8 +1.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3.8 9 26 5.7 -1.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 3.8 32 3 5.0 -1.8
DEUS Xtrackers Russell US Multifactor ETF 3.8 17 18 7.2 +0.5
DFLV Dimensional US Large Cap Value ETF 3.7 22 13 7.7 +1.0
ESGU iShares ESG Aware MSCI USA ETF 3.7 15 20 5.3 -1.5
VUSE Vident U.S. Equity Strategy ETF 3.7 50 -15 4.8 -2.0
BGDV Bahl & Gaynor Dividend ETF 3.7 45 -10 4.9 -1.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 3.7 75 -40 5.0 -1.7
ESGV Vanguard ESG U.S. Stock ETF 3.7 9 26 5.2 -1.6
RUNN Running Oak Efficient Growth ETF 3.7 58 -23 5.1 -1.7
CATH Global X S&P 500 Catholic Values Custom ETF 3.6 29 6 5.2 -1.5
CAML Congress Large Cap Growth ETF 3.6 66 -31 3.6 -3.1
FTGS First Trust Growth Strength ETF 3.6 60 -25 6.2 -0.5
IJT iShares S&P Small-Cap 600 Growth ETF 3.6 18 17 5.4 -1.4
BFOR ALPS Barron's 400 ETF 3.6 65 -30 6.3 -0.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.6 29 6 6.6 -0.1
QVML Invesco S&P 500 QVM Multi-factor ETF 3.6 11 24 5.1 -1.7
AZTD Aztlan Global Stock Selection DM SMID ETF 3.6 75 -40 6.7 -0.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 3.6 8 27 5.2 -1.5
LCF Touchstone US Large Cap Focused ETF 3.6 69 -34 4.3 -2.4
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.6 35 0 4.2 -2.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 3.6 14 21 5.2 -1.5
FOVL iShares Focused Value Factor ETF 3.6 25 10 8.9 +2.2
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 3.6 35 0 5.8 -1.0
USCA Xtrackers MSCI USA Climate Action Equity ETF 3.6 7 28 5.2 -1.5
MDY SPDR S&P Midcap 400 ETF Trust 3.6 24 11 6.8 +0.0
FTCS First Trust Capital Strength ETF 3.5 55 -20 6.0 -0.7
IQSU IQ Candriam U.S. Large Cap Equity ETF 3.5 9 26 5.1 -1.6
IJH iShares Core S&P Mid-Cap ETF 3.5 5 30 7.0 +0.2
AVUS Avantis U.S. Equity ETF 3.5 15 20 6.0 -0.7
DGRW WisdomTree US Quality Dividend Growth Fund 3.5 28 7 5.7 -1.0
NUMG Nuveen ESG Mid-Cap Growth ETF 3.5 31 4 2.3 -4.5
VLU SPDR S&P 1500 Value Tilt ETF 3.5 12 23 6.9 +0.2
SPXV ProShares S&P 500 Ex-Health Care ETF 3.5 9 26 5.0 -1.7
KLMN Invesco MSCI North America Climate ETF 3.5 9 26 -0.1 -6.8
SMCF Themes US Small Cap Cash Flow Champions ETF 3.5 29 6 12.3 +5.6
OALC OneAscent Large Cap Core ETF 3.5 86 -51 4.7 -2.1
AOTG AOT Growth and Innovation ETF 3.5 75 -40 3.5 -3.2
DHS WisdomTree U.S. High Dividend Fund 3.5 38 -3 7.6 +0.9
XVV iShares ESG Screened S&P 500 ETF 3.5 8 27 5.2 -1.6
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.5 15 20 7.7 +0.9
SLYG SPDR S&P 600 Small Cap Growth ETF 3.5 15 20 5.4 -1.3
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.5 29 6 6.7 -0.1
VIOG Vanguard S&P Small-Cap 600 Growth ETF 3.5 15 20 6.6 -0.2
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 3.4 3 32 7.0 +0.3
RSMC Rockefeller U.S. Small-Mid Cap ETF 3.4 75 -40 6.2 -0.6
IVOO Vanguard S&P Mid-Cap 400 ETF 3.4 10 25 7.0 +0.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.4 70 -35 3.2 -3.5
PBUS Invesco MSCI USA ETF 3.4 4 31 5.2 -1.5
GK AdvisorShares Gerber Kawasaki ETF 3.4 75 -40 3.4 -3.3
SPYD SPDR Portfolio S&P 500 High Dividend ETF 3.4 7 28 9.1 +2.4
MOAT VanEck Morningstar Wide Moat ETF 3.4 46 -11 6.3 -0.5
BKLC BNY Mellon US Large Cap Core Equity ETF 3.4 0 35 5.3 -1.5
STRV Strive 500 ETF 3.4 5 30 5.2 -1.5
FVD First Trust Value Line Dividend Index Fund 3.4 65 -30 6.3 -0.4
VV Vanguard Large-Cap ETF 3.4 4 31 5.2 -1.5
QDIV Global X S&P 500 Quality Dividend ETF 3.4 20 15 8.5 +1.7
SFY SoFi Select 500 ETF 3.4 0 35 4.9 -1.9
TMFM Motley Fool Mid-Cap Growth ETF 3.3 85 -50 4.8 -1.9
IYY iShares Dow Jones U.S. ETF 3.3 20 15 5.1 -1.7
DFUS Dimensional U.S. Equity ETF 3.3 9 26 5.2 -1.5
AIEQ AI Powered Equity ETF 3.3 75 -40 5.5 -1.2
VEGN US Vegan Climate ETF 3.3 60 -25 4.8 -2.0
IWB iShares Russell 1000 ETF 3.3 15 20 5.2 -1.6
SQLV Royce Quant Small-Cap Quality Value ETF 3.3 60 -25 8.7 +2.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3.3 11 24 5.2 -1.5
VONE Vanguard Russell 1000 ETF 3.3 8 27 5.2 -1.5
BIBL Inspire 100 ETF 3.3 35 0 5.6 -1.1
VFMV Vanguard U.S. Minimum Volatility ETF 3.3 13 22 5.5 -1.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 3.3 20 15 5.3 -1.5
PEY Invesco High Yield Equity Dividend Achievers ETF 3.3 52 -17 10.7 +4.0
JQUA JPMorgan U.S. Quality Factor ETF 3.3 12 23 6.1 -0.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 3.3 3 32 5.1 -1.6
EPS WisdomTree U.S. LargeCap Fund 3.3 8 27 5.9 -0.9
XJH iShares ESG Screened S&P Mid-Cap ETF 3.3 12 23 6.9 +0.2
BWEB Bitwise Web3 ETF 3.3 85 -50 0.9 -5.9
ARKK ARK Innovation ETF 3.3 75 -40 -3.5 -10.3
ARKW ARK Next Generation Internet ETF 3.3 87 -52 -0.6 -7.3
BKCH Global X Blockchain ETF 3.3 50 -15 -4.8 -11.6
AFLG First Trust Active Factor Large Cap ETF 3.3 55 -20 6.5 -0.3
HAPI Harbor Human Capital Factor US Large Cap ETF 3.3 36 -1 4.9 -1.8
GGRW Gabelli Growth Innovators ETF 3.2 90 -55 2.5 -4.3
IWV iShares Russell 3000 ETF 3.2 20 15 5.0 -1.8
VTI Vanguard Total Stock Market ETF 3.2 3 32 5.1 -1.7
ILCB iShares Morningstar U.S. Equity ETF 3.2 3 32 5.2 -1.6
VTHR Vanguard Russell 3000 ETF 3.2 10 25 5.1 -1.7
TMAT Main Thematic Innovation ETF 3.2 164 -129 -1.3 -8.0
MBOX Freedom Day Dividend ETF 3.2 39 -4 7.8 +1.0
DFUV Dimensional US Marketwide Value ETF 3.2 22 13 7.6 +0.8
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 3.2 60 -25 1.9 -4.9
DVY iShares Select Dividend ETF 3.2 38 -3 8.4 +1.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 3.2 7 28 5.2 -1.5
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 3.2 20 15 5.1 -1.7
VOTE TCW Transform 500 ETF 3.2 5 30 5.2 -1.6
SPXE ProShares S&P 500 Ex-Energy ETF 3.2 9 26 5.2 -1.5
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 3.2 61 -26 1.9 -4.8
FSMD Fidelity Small-Mid Multifactor ETF 3.2 15 20 7.0 +0.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 3.2 10 25 5.7 -1.1
DSTL Distillate US Fundamental Stability & Value ETF 3.2 39 -4 8.7 +2.0
HAPS Harbor Human Capital Factor US Small Cap ETF 3.2 60 -25 3.3 -3.4
NULG Nuveen ESG Large-Cap Growth ETF 3.2 26 9 4.2 -2.6
IVV iShares Core S&P 500 ETF 3.2 3 32 5.3 -1.4
OPTZ Optimize Strategy Index ETF 3.2 50 -15 3.4 -3.4
USMF WisdomTree U.S. Multifactor Fund 3.2 28 7 6.7 -0.1
SPLG SPDR Portfolio S&P 500 ETF 3.1 2 33 5.3 -1.4
SPY SPDR S&P 500 ETF Trust 3.1 9 26 5.2 -1.5
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 3.1 3 32 5.4 -1.3
VOO Vanguard S&P 500 ETF 3.1 3 32 5.3 -1.4
DFAU Dimensional US Core Equity Market ETF 3.1 12 23 5.4 -1.4
SCDV Bahl & Gaynor Small Cap Dividend ETF 3.1 70 -35 5.4 -1.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 3.1 2 33 5.3 -1.5
QUAL iShares MSCI USA Quality Factor ETF 3.1 15 20 5.8 -0.9
ONEO SPDR Russell 1000 Momentum Focus ETF 3.1 20 15 7.0 +0.3
DCOR Dimensional US Core Equity 1 ETF 3.1 14 21 5.6 -1.1
LEGR First Trust Indxx Innovative Transaction & Process ETF 3.1 65 -30 7.5 +0.7
SATO Invesco Alerian Galaxy Crypto Economy ETF 3.1 61 -26 -3.7 -10.4
STXG Strive 1000 Growth ETF 3.1 18 17 4.4 -2.3
SCHX Schwab U.S. Large-Cap ETF 3.1 3 32 5.3 -1.5
SCHK Schwab 1000 Index ETF 3.1 5 30 5.3 -1.5
MGC Vanguard Mega Cap ETF 3.1 7 28 5.1 -1.6
WOMN Impact Shares YWCA Women's Empowerment ETF 3.1 75 -40 5.2 -1.6
PTL Inspire 500 ETF 3.1 9 26 6.1 -0.6
DSMC Distillate Small/Mid Cash Flow ETF 3.0 55 -20 13.7 +7.0
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 3.0 40 -5 6.7 0.0
DFND Siren DIVCON Dividend Defender ETF 3.0 189 -154 0.0 -6.7
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 3.0 25 10 5.6 -1.2
ADME Aptus Drawdown Managed Equity ETF 3.0 79 -44 4.4 -2.4
AFMC First Trust Active Factor Mid Cap ETF 3.0 65 -30 7.3 +0.6
SCHB Schwab U.S. Broad Market ETF 3.0 3 32 5.2 -1.6
PRAY FIS Christian Stock Fund 3.0 69 -34 6.4 -0.4
CGUS Capital Group Core Equity ETF 3.0 33 2 4.6 -2.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 3.0 48 -13 6.2 -0.6
RVRB Reverb ETF 3.0 30 5 5.0 -1.8
STXM Strive Mid-Cap ETF 3.0 18 17 6.7 -0.1
DFAC Dimensional U.S. Core Equity 2 ETF 3.0 17 18 5.8 -1.0
XMVM Invesco S&P MidCap Value with Momentum ETF 3.0 39 -4 9.2 +2.5
SMLF iShares U.S. SmallCap Equity Factor ETF 2.9 15 20 5.3 -1.5
FSST Fidelity Sustainable U.S. Equity ETF 2.9 59 -24 2.2 -4.6
IETC iShares U.S. Tech Independence Focused ETF 2.9 18 17 4.8 -1.9
CSA VictoryShares US Small Cap Volatility Wtd ETF 2.9 35 0 6.7 -0.0
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 2.9 42 -7 6.6 -0.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 2.9 25 10 7.9 +1.1
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.9 30 5 8.3 +1.5
LOWV AB US Low Volatility Equity ETF 2.9 48 -13 5.2 -1.6
FDVV Fidelity High Dividend ETF 2.9 15 20 8.9 +2.2
IWL iShares Russell Top 200 ETF 2.9 15 20 5.0 -1.8
IMCV iShares Morningstar Mid-Cap Value ETF 2.9 6 29 8.0 +1.3
INRO iShares U.S. Industry Rotation Active ETF 2.8 42 -7 4.8 -2.0
RPV Invesco S&P 500 Pure Value ETF 2.8 35 0 12.1 +5.3
WCEO Hypatia Women CEO ETF 2.8 85 -50 5.1 -1.7
QUS SPDR MSCI USA StrategicFactors ETF 2.8 15 20 5.9 -0.9
FELC Fidelity Enhanced Large Cap Core ETF 2.8 18 17 5.6 -1.2
EQRR ProShares Equities for Rising Rates ETF 2.8 35 0 8.2 +1.5
SURE AdvisorShares Insiders Advantage ETF 2.8 90 -55 10.6 +3.8
ISCG iShares Morningstar Small-Cap Growth ETF 2.8 6 29 2.5 -4.3
CSMD Congress SMid Growth ETF 2.8 69 -34 5.0 -1.8
FNDX Schwab Fundamental US Large Co. Index ETF 2.8 25 10 7.2 +0.5
FNDB Schwab Fundamental US Broad Market Index ETF 2.8 25 10 7.2 +0.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.8 24 11 7.7 +0.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.8 15 20 8.6 +1.9
XJR iShares ESG Screened S&P Small-Cap ETF 2.8 12 23 7.2 +0.4
QLC FlexShares US Quality Large Cap Index Fund 2.7 25 10 5.8 -1.0
AFSM First Trust Active Factor Small Cap ETF 2.7 75 -40 6.7 -0.0
BGRO iShares Large Cap Growth Active ETF 2.7 55 -20 3.9 -2.8
RWL Invesco S&P 500 Revenue ETF 2.7 39 -4 7.2 +0.5
VTWG Vanguard Russell 2000 Growth ETF 2.7 15 20 0.8 -6.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.7 4 31 6.3 -0.5
IWO iShares Russell 2000 Growth ETF 2.7 24 11 0.6 -6.1
JGLO JPMorgan Global Select Equity ETF 2.7 33 2 4.7 -2.1
DEMZ Democratic Large Cap Core ETF 2.7 45 -10 4.8 -1.9
TPSC Timothy Plan US Small Cap Core ETF 2.7 52 -17 7.1 +0.4
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 2.7 5 30 7.3 +0.6
OSCV Opus Small Cap Value ETF 2.6 79 -44 6.6 -0.1
KBWD Invesco KBW High Dividend Yield Financial ETF 2.6 384 -349 8.6 +1.9
LCLG Logan Capital Broad Innovative Growth ETF 2.6 99 -64 5.3 -1.5
GSPY Gotham Enhanced 500 ETF 2.6 50 -15 5.4 -1.4
WLDR Affinity World Leaders Equity ETF 2.6 67 -32 7.9 +1.1
FNDA Schwab Fundamental US Small Co. Index ETF 2.6 25 10 6.6 -0.1
MVAL VanEck Morningstar Wide Moat Value ETF 2.6 49 -14 6.8 +0.1
QGRW WisdomTree U.S. Quality Growth Fund 2.6 28 7 5.2 -1.5
VBR Vanguard Small Cap Value ETF 2.6 7 28 8.6 +1.9
APUE ActivePassive U.S. Equity ETF 2.6 45 -10 5.0 -1.7
RECS Columbia Research Enhanced Core ETF 2.6 15 20 6.2 -0.5
VB Vanguard Small-Cap ETF 2.6 5 30 5.5 -1.3
EQAL Invesco Russell 1000 Equal Weight ETF 2.5 20 15 7.1 +0.4
VALQ American Century U.S. Quality Value ETF 2.5 29 6 7.3 +0.6
WTV WisdomTree US Value Fund of Benef Interest 2.5 12 23 9.7 +2.9
TOK iShares MSCI Kokusai ETF 2.5 26 9 5.1 -1.6
VBK Vanguard Small-Cap Growth ETF 2.5 7 28 1.3 -5.5
ILCG iShares Morningstar Growth ETF 2.5 4 31 4.2 -2.5
WBIY WBI Power Factor High Dividend ETF 2.5 100 -65 11.5 +4.8
IJR iShares Core S&P Small Cap ETF 2.5 6 29 7.5 +0.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.5 18 17 5.6 -1.2
SIXL ETC 6 Meridian Low Beta Equity ETF 2.5 80 -45 5.8 -0.9
FESM Fidelity Enhanced Small Cap ETF 2.5 28 7 1.6 -5.1
KOKU Xtrackers MSCI Kokusai Equity ETF 2.5 9 26 5.3 -1.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.5 35 0 2.9 -3.8
QDF FlexShares Quality Dividend Index Fund 2.5 37 -2 6.4 -0.4
KBE SPDR S&P Bank ETF 2.5 35 0 9.6 +2.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.5 15 20 7.8 +1.0
SDY SPDR S&P Dividend ETF 2.5 35 0 6.2 -0.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.5 39 -4 4.8 -2.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.5 12 23 4.8 -2.0
CGDG Capital Group Dividend Growers ETF 2.5 47 -12 6.3 -0.4
PKW Invesco Buyback Achievers ETF 2.4 62 -27 7.0 +0.2
RAFE PIMCO RAFI ESG U.S. ETF 2.4 29 6 7.8 +1.0
VFVA Vanguard U.S. Value Factor ETF 2.4 13 22 10.4 +3.6
DFVX Dimensional US Large Cap Vector ETF 2.4 22 13 6.4 -0.3
URTH iShares MSCI World ETF 2.4 24 11 5.2 -1.5
KLMT Invesco MSCI Global Climate 500 ETF 2.4 10 25 5.4 -1.4
VIOO Vanguard S&P Small-Cap 600 ETF 2.4 10 25 7.4 +0.7
FBCV Fidelity Blue Chip Value ETF 2.4 59 -24 7.4 +0.7
SPSM SPDR Portfolio S&P 600 Small Cap ETF 2.4 3 32 7.6 +0.8
FYC First Trust Small Cap Growth AlphaDEX Fund 2.4 71 -36 -0.4 -7.1
EZM WisdomTree U.S. MidCap Fund 2.4 38 -3 9.0 +2.3
USCF Themes US Cash Flow Champions ETF 2.4 29 6 7.7 +0.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.4 17 18 5.4 -1.4
AVLV Avantis U.S. Large Cap Value ETF 2.4 15 20 7.6 +0.8
FNX First Trust Mid Cap Core AlphaDEX Fund 2.3 60 -25 7.7 +1.0
ISCB iShares Morningstar Small-Cap ETF 2.3 4 31 5.6 -1.1
DFAS Dimensional U.S. Small Cap ETF 2.3 26 9 6.3 -0.5
GURU Global X Guru Index ETF 2.3 75 -40 1.9 -4.8
AGQI First Trust Active Global Quality Income ETF 2.2 85 -50 5.2 -1.6
RJMG FT Raymond James Multicap Growth Equity ETF 2.2 85 -50 2.5 -4.3
SMMD iShares Russell 2500 ETF 2.2 15 20 6.2 -0.6
NUSC Nuveen ESG Small-Cap ETF 2.2 31 4 5.7 -1.1
JEPI JPMorgan Equity Premium Income ETF 2.2 35 0 5.5 -1.3
TTAC FCF US Quality ETF 2.2 59 -24 5.9 -0.9
VFQY Vanguard U.S. Quality Factor ETF 2.2 13 22 6.9 +0.1
FLQL Franklin LibertyQ U.S. Equity ETF 2.2 15 20 6.0 -0.7
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.2 60 -25 9.2 +2.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.2 20 15 5.3 -1.5
SSPY Syntax Stratified LargeCap ETF 2.2 30 5 6.9 +0.2
VNSE Natixis Vaughan Nelson Select ETF 2.2 80 -45 3.5 -3.3
BLCV iShares Large Cap Value Active ETF 2.2 53 -18 8.1 +1.4
INFL Horizon Kinetics Inflation Beneficiaries ETF 2.2 85 -50 1.6 -5.1
BEEX BeeHive ETF 2.2 84 -49 4.5 -2.2
ESIX SPDR S&P SmallCap 600 ESG ETF 2.2 12 23 8.4 +1.6
PSET Principal Quality ETF 2.2 15 20 6.0 -0.8
SHUS Syntax Stratified U.S. Total Market Hedged ETF 2.2 65 -30 6.5 -0.2
ACWI iShares MSCI ACWI ETF 2.2 32 3 5.3 -1.5
GGUS Marketbeta Russell 1000 Growth Equity ETF 2.2 12 23 5.0 -1.7
SCHA Schwab U.S. Small-Cap ETF 2.1 4 31 5.1 -1.7
ETHO Etho Climate Leadership U.S. ETF 2.1 47 -12 3.8 -2.9
NACP Impact Shares NAACP Minority Empowerment ETF 2.1 49 -14 5.0 -1.8
PSC Principal U.S. Small-Cap ETF 2.1 38 -3 6.0 -0.7
BEEZ Honeytree U.S. Equity ETF 2.1 64 -29 5.2 -1.6
FDRR Fidelity Dividend ETF for Rising Rates 2.1 15 20 7.6 +0.9
LOUP Innovator Deepwater Frontier Tech ETF 2.1 70 -35 2.5 -4.3
FSMO Fidelity Small-Mid Cap Opportunities ETF 2.1 60 -25 6.0 -0.8
VUG Vanguard Growth ETF 2.1 4 31 4.5 -2.3
DUSA Davis Select U.S. Equity ETF 2.1 61 -26 7.9 +1.1
LYLD Cambria Large Cap Shareholder Yield ETF 2.1 59 -24 9.5 +2.7
FINX Global X FinTech ETF 2.1 68 -33 3.2 -3.5
SIXS ETC 6 Meridian Small Cap Equity ETF 2.1 89 -54 9.3 +2.5
DEW WisdomTree Global High Dividend Fund 2.0 58 -23 7.9 +1.1
TXS Texas Capital Texas Equity Index ETF 2.0 49 -14 5.2 -1.5
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.0 20 15 5.0 -1.8
SHE SPDR MSCI USA Gender Diversity ETF 2.0 20 15 4.9 -1.8
VT Vanguard Total World Stock ETF 2.0 7 28 5.6 -1.2
RDIV Invesco S&P Ultra Dividend Revenue ETF 2.0 39 -4 9.3 +2.5
IBLC iShares Blockchain and Tech ETF 2.0 47 -12 -1.3 -8.0
MOTG VanEck Morningstar Global Wide Moat ETF 2.0 52 -17 5.1 -1.6
TIME Clockwise Core Equity & Innovation ETF 2.0 95 -60 -0.4 -7.1
DTEC ALPS Disruptive Technologies ETF 2.0 50 -15 3.5 -3.2
USMV iShares MSCI USA Min Vol Factor ETF 2.0 15 20 5.5 -1.3
FFTY Innovator IBD 50 ETF 2.0 80 -45 -0.2 -6.9
NANC Unusual Whales Subversive Democratic Trading ETF 2.0 75 -40 4.3 -2.5
VLUE iShares MSCI USA Value Factor ETF 2.0 15 20 10.6 +3.8
JHSC John Hancock Multifactor Small Cap ETF 2.0 42 -7 6.9 +0.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.0 9 26 3.8 -3.0
IUSG iShares Core S&P U.S. Growth ETF 1.9 4 31 4.6 -2.2
ONEY SPDR Russell 1000 Yield Focus ETF 1.9 20 15 9.7 +3.0
OEF iShares S&P 100 ETF 1.9 20 15 5.0 -1.7
TMFC Motley Fool 100 Index ETF 1.9 50 -15 4.0 -2.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.9 25 10 5.7 -1.1
ISCV iShares Morningstar Small Cap Value ETF 1.9 6 29 8.6 +1.9
DEEP Roundhill Acquirers Deep Value ETF 1.9 80 -45 22.9 +16.2
RWK Invesco S&P MidCap 400 Revenue ETF 1.9 39 -4 8.4 +1.7
BKSE BNY Mellon US Small Cap Core Equity ETF 1.9 4 31 5.8 -0.9
EMOT First Trust S&P 500 Economic Moat ETF 1.9 60 -25 7.2 +0.5
BELT iShares Long-Term U.S. Equity Active ETF 1.9 75 -40 3.9 -2.9
ACSI American Customer Satisfaction ETF 1.9 65 -30 4.7 -2.0
YALL God Bless America ETF 1.9 65 -30 3.8 -3.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.9 9 26 5.4 -1.4
SPHQ Invesco S&P 500 Quality ETF 1.9 15 20 5.7 -1.0
DUHP Dimensional US High Profitability ETF 1.8 21 14 6.8 +0.0
KRUZ Unusual Whales Subversive Republican Trading ETF 1.8 75 -40 6.0 -0.8
EDOW First Trust Dow 30 Equal Weight ETF 1.8 50 -15 5.3 -1.5
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.8 7 28 7.4 +0.7
DIA SPDR Dow Jones Industrial Average ETF Trust 1.8 16 19 5.5 -1.2
DES WisdomTree U.S. SmallCap Dividend Fund 1.8 38 -3 8.6 +1.9
GLOF iShares Global Equity Factor ETF 1.8 20 15 6.7 0.0
FYX First Trust Small Cap Core AlphaDEX Fund 1.8 61 -26 5.3 -1.4
XT iShares Exponential Technologies ETF 1.8 46 -11 4.8 -1.9
FDLO Fidelity Low Volatility Factor ETF 1.8 15 20 5.4 -1.3
DIHP Dimensional International High Profitability ETF 1.8 29 6 6.8 +0.0
JPEF JPMorgan Equity Focus ETF 1.8 50 -15 4.2 -2.6
QUVU Hartford Quality Value ETF 1.8 46 -11 6.6 -0.1
CVAR Cultivar ETF 1.8 87 -52 6.8 +0.1
MGRO VanEck Morningstar Wide Moat Growth ETF 1.8 49 -14 4.8 -1.9
LRGE ClearBridge Large Cap Growth ESG ETF 1.8 59 -24 3.9 -2.8
PCGG Polen Capital Global Growth ETF 1.8 85 -50 3.7 -3.1
POWA Invesco Bloomberg Pricing Power ETF 1.8 40 -5 5.6 -1.1
RGEF Rockefeller Global Equity ETF 1.8 55 -20 4.5 -2.3
MBCC Monarch Blue Chips Core ETF 1.7 125 -90 3.9 -2.8
COWS Amplify Cash Flow Dividend Leaders ETF 1.7 0 35 12.0 +5.3
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.7 36 -1 10.1 +3.3
TMFS Motley Fool Small-Cap Growth ETF 1.7 85 -50 3.9 -2.9
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.7 55 -20 4.7 -2.0
ROE Astoria US Quality Kings ETF 1.7 49 -14 7.8 +1.0
GLRY Inspire Faithward Mid Cap Momentum ETF 1.7 80 -45 6.8 +0.1
QGRO American Century U.S. Quality Growth ETF 1.7 29 6 3.9 -2.9
IVW iShares S&P 500 Growth ETF 1.7 18 17 4.4 -2.4
VOOG Vanguard S&P 500 Growth ETF 1.7 10 25 5.0 -1.8
SPYG SPDR Portfolio S&P 500 Growth ETF 1.7 4 31 4.5 -2.2
SMAP Amplify Small-Mid Cap Equity ETF 1.7 60 -25 5.3 -1.4
SCHG Schwab U.S. Large-Cap Growth ETF 1.7 4 31 4.6 -2.2
FDL First Trust Morningstar Dividend Leaders Index Fund 1.7 45 -10 8.9 +2.2
STXK Strive Small-Cap ETF 1.7 18 17 5.6 -1.1
FLDZ RiverNorth Patriot ETF 1.7 75 -40 5.8 -0.9
BGIG Bahl & Gaynor Income Growth ETF 1.7 45 -10 5.1 -1.7
FVAL Fidelity Value Factor ETF 1.7 15 20 7.2 +0.4
SPDV AAM S&P 500 High Dividend Value ETF 1.7 29 6 10.2 +3.4
IJJ iShares S&P Mid-Cap 400 Value ETF 1.7 18 17 8.3 +1.5
ZIG Acquirers Fund 1.6 84 -49 16.8 +10.0
IWF iShares Russell 1000 Growth ETF 1.6 19 16 4.9 -1.8
VONG Vanguard Russell 1000 Growth ETF 1.6 8 27 5.0 -1.7
SPVU Invesco S&P 500 Enhanced Value ETF 1.6 13 22 9.8 +3.0
MDYV SPDR S&P 400 Mid Cap Value ETF 1.6 15 20 8.3 +1.6
ESGG FlexShares STOXX Global ESG Select Index Fund 1.6 42 -7 5.1 -1.7
HKND Humankind US Stock ETF 1.6 11 24 7.6 +0.8
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.6 15 20 6.4 -0.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.6 19 16 6.5 -0.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.6 15 20 7.5 +0.8
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.6 95 -60 0.9 -5.8
USSE Segall Bryant & Hamill Select Equity ETF 1.6 65 -30 4.2 -2.5
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.6 30 5 7.2 +0.5
FLRG Fidelity U.S. Multifactor ETF 1.6 15 20 8.3 +1.5
MGK Vanguard Mega Cap Growth ETF 1.6 7 28 4.7 -2.0
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.6 29 6 4.5 -2.2
FBCG Fidelity Blue Chip Growth ETF 1.6 59 -24 3.3 -3.5
FFOG Franklin Focused Growth ETF 1.6 61 -26 3.2 -3.5
CGGO Capital Group Global Growth Equity ETF 1.5 47 -12 4.6 -2.1
RSSL Global X Russell 2000 ETF 1.5 8 27 3.0 -3.8
SDOG ALPS Sector Dividend Dogs ETF 1.5 36 -1 8.9 +2.1
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.5 30 5 8.3 +1.5
IWM iShares Russell 2000 ETF 1.5 19 16 3.2 -3.5
VTWO Vanguard Russell 2000 ETF 1.5 10 25 3.3 -3.4
TPHD Timothy Plan High Dividend Stock ETF 1.5 52 -17 6.6 -0.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.5 54 -19 6.6 -0.1
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 1.5 85 -50 -3.6 -10.3
EGUS iShares ESG Aware MSCI USA Growth ETF 1.5 18 17 4.8 -1.9
QWLD SPDR MSCI World StrategicFactors ETF 1.5 30 5 6.0 -0.8
DGT SPDR Global Dow ETF 1.5 50 -15 6.2 -0.5
SNPG Xtrackers S&P 500 Growth ESG ETF 1.5 15 20 4.7 -2.1
FELG Fidelity Enhanced Large Cap Growth ETF 1.4 18 17 5.1 -1.6
XSLV Invesco S&P SmallCap Low Volatility ETF 1.4 25 10 5.8 -1.0
BLES Inspire Global Hope ETF 1.4 61 -26 6.5 -0.3
FTA First Trust Large Cap Value AlphaDEX Fund 1.4 59 -24 8.8 +2.0
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.4 55 -20 4.4 -2.3
ABEQ Absolute Select Value ETF 1.4 85 -50 4.1 -2.6
IJS iShares S&P Small-Cap 600 Value ETF 1.4 18 17 9.5 +2.8
TOGA Tremblant Global ETF 1.4 69 -34 1.9 -4.9
DFAT Dimensional U.S. Targeted Value ETF 1.3 28 7 8.8 +2.0
EES WisdomTree U.S. SmallCap Fund 1.3 38 -3 8.0 +1.2
FFLC Fidelity Fundamental Large Cap Core ETF 1.3 38 -3 5.1 -1.6
ONEQ Fidelity Nasdaq Composite Index ETF 1.3 21 14 4.3 -2.5
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.3 35 0 6.6 -0.2
FNK First Trust Mid Cap Value AlphaDEX Fund 1.3 70 -35 11.1 +4.4
JVAL JPMorgan U.S. Value Factor ETF 1.3 12 23 8.7 +1.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.3 15 20 8.4 +1.7
KOCG FIS Knights of Columbus Global Belief ETF 1.3 75 -40 4.8 -1.9
SLYV SPDR S&P 600 Small Cap Value ETF 1.3 15 20 9.5 +2.8
CGGR Capital Group Growth ETF 1.3 39 -4 2.9 -3.8
FAB First Trust Multi Cap Value AlphaDEX Fund 1.3 67 -32 9.3 +2.5
KOMP SPDR S&P Kensho New Economies Composite ETF 1.3 20 15 1.0 -5.7
KNO AXS Knowledge Leaders ETF 1.2 78 -43 4.7 -2.1
SCHD Schwab US Dividend Equity ETF 1.2 6 29 9.6 +2.9
FDLS Inspire Fidelis Multi Factor ETF 1.2 76 -41 6.4 -0.4
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.2 29 6 7.8 +1.0
QLV FlexShares US Quality Low Volatility Index Fund 1.2 22 13 5.7 -1.0
FDIG Fidelity Crypto Industry and Digital Payments ETF 1.2 39 -4 -2.4 -9.1
CBSE Clough Select Equity ETF 1.2 85 -50 2.7 -4.1
BUZZ VanEck Social Sentiment ETF 1.2 75 -40 1.1 -5.7
DAPP VanEck Digital Transformation ETF 1.2 50 -15 -4.6 -11.3
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 1.2 65 -30 1.0 -5.8
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 1.2 75 -40 5.6 -1.2
METV Roundhill Ball Metaverse ETF 1.2 59 -24 3.8 -2.9
SFYF SoFi Social 50 ETF 1.2 29 6 -2.1 -8.9
PNQI Invesco NASDAQ Internet ETF 1.1 60 -25 2.4 -4.3
RNSC Furst Trust Small Cap US Equity Select ETF 1.1 60 -25 5.9 -0.8
IOO iShares Global 100 ETF 1.1 41 -6 4.9 -1.8
QDEF FlexShares Quality Dividend Defensive Index Fund 1.1 37 -2 6.2 -0.6
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.1 49 -14 9.8 +3.1
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.1 60 -25 10.8 +4.0
RPG Invesco S&P 500 Pure Growth ETF 1.1 35 0 1.8 -4.9
IWY iShares Russell Top 200 Growth ETF 1.1 20 15 5.1 -1.6
JSML Janus Henderson Small Cap Growth Alpha ETF 1.1 30 5 8.7 +1.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.0 39 -4 8.8 +2.1
CGV Conductor Global Equity Value ETF 1.0 130 -95 8.7 +2.0
FCPI Fidelity Stocks for Inflation ETF 1.0 15 20 8.2 +1.5
FDWM Fidelity Women's Leadership ETF 1.0 59 -24 5.0 -1.7
ROUS Hartford Multifactor US Equity ETF 1.0 19 16 7.4 +0.6
SMDV ProShares Russell 2000 Dividend Growers ETF 1.0 40 -5 7.0 +0.3
VAMO Cambria Value & Momentum ETF 0.9 61 -26 6.4 -0.4
ACWV iShares MSCI Global Min Vol Factor ETF 0.9 20 15 5.8 -0.9
FYT First Trust Small Cap Value AlphaDEX Fund 0.9 73 -38 8.8 +2.1
GQQQ Astoria US Quality Growth Kings ETF 0.9 35 0 5.7 -1.1
SPGP Invesco S&P 500 GARP ETF 0.9 34 1 9.2 +2.5
DFSV Dimensional US Small Cap Value ETF 0.9 31 4 9.6 +2.9
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.9 20 15 5.2 -1.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.8 24 11 8.2 +1.4
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.8 56 -21 12.2 +5.5
HDV iShares Core High Dividend ETF 0.8 8 27 6.8 +0.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.8 30 5 6.8 +0.1
AVSC Avantis U.S Small Cap Equity ETF 0.8 25 10 5.5 -1.2
IUS Invesco RAFI Strategic US ETF 0.8 19 16 7.1 +0.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.8 18 17 7.8 +1.1
GVLU Gotham 1000 Value ETF 0.8 50 -15 8.3 +1.5
NIXT Research Affiliates Deletions ETF 0.8 9 26 5.9 -0.8
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.8 15 20 8.9 +2.1
VSLU Applied Finance Valuation Large Cap ETF 0.7 49 -14 6.0 -0.7
RND First Trust Bloomberg R&D Leaders ETF 0.7 60 -25 3.9 -2.8
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.7 35 0 11.0 +4.3
ISMD Inspire Small/Mid Cap ETF 0.6 54 -19 4.7 -2.0
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.5 70 -35 3.2 -3.5
BOUT Innovator IBD Breakout Opportunities ETF 0.5 81 -46 4.5 -2.3
ANEW ProShares MSCI Transformational Changes ETF 0.4 45 -10 3.8 -2.9
BUYZ Franklin Disruptive Commerce ETF 0.4 50 -15 2.1 -4.7
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.4 30 5 4.9 -1.9
RAYD Rayliant Quantitative Developed Market Equity ETF 0.4 80 -45 4.4 -2.4
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.4 40 -5 3.9 -2.8
IWN iShares Russell 2000 Value ETF 0.3 24 11 5.5 -1.2
VTWV Vanguard Russell 2000 Value ETF 0.3 15 20 5.6 -1.2
FDM First Trust Dow Jones Select MicroCap Index Fund 0.3 60 -25 7.6 +0.9
FDG American Century Focused Dynamic Growth ETF 0.3 45 -10 2.9 -3.8
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.3 50 -15 4.7 -2.0
THRO iShares U.S. Thematic Rotation Active ETF 0.3 90 -55 4.2 -2.5
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 10 9.8 +3.1
SAGP Strategas Global Policy Opportunities ETF 0.2 65 -30 5.7 -1.1
IEDI iShares U.S. Consumer Focused ETF 0.2 18 17 5.4 -1.3
QINT American Century Quality Diversified International ETF 0.2 39 -4 6.8 +0.0
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.2 27 8 6.5 -0.2
IWC iShares Micro-Cap ETF 0.1 60 -25 -5.2 -11.9

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

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

Forward
multiple:		 SPDR S&P Capital Markets 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 17.0 %
Divided by: Fwd. P/BV 2.4 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 6.7 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.71 CATEGORY
AVERAGE		 1.58
 
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.