First Trust S&P 500 Diversified Dividend Aristocrats ETF
ALTAR
Score™		 7.6% info Recommen-
dation		 SPECULATIVE
2024E    2025E
P/E
ratio		 16.1x P/Sales
ratio		 1.6x
P/BV
ratio		 2.8x Div.
yield		 3.1%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The First Trust US Equity Dividend Select ETF tracks a sector-neutral US large-cap index selected and weighted by dividends.

FUND BASICS
Category US Equities
Fund Sponsor First Trust
Website www.ftportfolios.com
Inception date Jun 20, 2017
Assets (mns) $49
Currency USD
Expense ratio 50 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 97
Wgt avg mkt cap (mns) $124,585
Large cap (>$10bn) 96.8%
Mid cap ($2-10bn) 3.2%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
HP INC. 3.9 %
INTL BUSINESS MACHINES CORP 3.5 %
HEWLETT PACKARD ENTERPRISE CO. 3.4 %
VERIZON COMMUNICATIONS INC 3.4 %
TEXAS INSTRUMENTS INC 3.2 %
CORNING INC 3.1 %
QUALCOMM INC 2.4 %
MICROCHIP TECHNOLOGY INC 2.3 %
TE CONNECTIVITY 2.2 %
FRANKLIN RESOURCES INC 2.2 %
Total 29.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 92.3 %
IRELAND 5.3 %
SWITZERLAND 1.0 %
BERMUDA 0.6 %
BRITAIN 0.6 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
14.3% 31.1% 11.2% -- 10.4%

Market Correlations
versus... Beta R-squared
S&P500 0.90 82%
MSCI EAFE 0.86 79%
MSCI Emg. Mkts. 0.66 45%

Technical Indicators
Recent close $33.96
30d moving avg. $34.17
Annualized volatility 17.2%
Short interest (ETF) 1.4%
Short interest (Underlying) 2.9%
Relative strength (RSI) 51

Liquidity measures
Avg. volume (thou.) 12
Turnover 0.8%
Bid/Ask (% of price) 0.34%
ADV underlying (mns) $52,835

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 967 potential alternatives to the First Trust S&P 500 Diversified Dividend Aristocrats ETF ETF based on the alternatives' overlap in portfolio holdings with KNGZ. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: KNGZ Expense: 50 bp ALTAR Score™: 7.6%


ALTERNATIVE ETFs BASED ON OVERLAP WITH KNGZ
Ticker Fund
Name		 Overlap1
vs KNGZ
(%)		 Expense
ratio
(bp)		 Savings
vs KNGZ
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs KNGZ
(%)
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 37.6 5 45 7.3 -0.3
DIVB iShares Core Dividend ETF 35.5 5 45 7.5 -0.1
JHDV John Hancock U.S. High Dividend ETF 34.0 34 16 6.2 -1.4
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 32.0 35 15 7.6 +0.0
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 31.9 38 12 7.6 -0.0
SDOG ALPS Sector Dividend Dogs ETF 31.5 36 14 9.2 +1.6
SDY SPDR S&P Dividend ETF 29.9 35 15 5.9 -1.7
VYM Vanguard High Dividend Yield Index ETF 29.0 6 44 6.8 -0.8
DIVG Invesco S&P 500 High Dividend Growers ETF 28.7 39 11 7.5 -0.1
DGRO iShares Core Dividend Growth ETF 28.7 8 42 6.3 -1.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 28.5 15 35 6.9 -0.7
PY Principal Value ETF 28.5 15 35 7.0 -0.6
INCE Franklin Income Equity Focus ETF 27.9 29 21 5.7 -2.0
STXV Strive 1000 Value ETF 27.3 18 32 7.5 -0.1
PFM Invesco Dividend Achievers ETF 26.6 53 -3 5.3 -2.3
SPYD SPDR Portfolio S&P 500 High Dividend ETF 26.4 7 43 8.8 +1.2
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 25.8 30 20 8.2 +0.6
DLN WisdomTree U.S. LargeCap Dividend Fund 25.8 28 22 5.7 -1.9
NUDV Nuveen ESG Dividend ETF 25.4 26 24 7.0 -0.6
SCHV Schwab U.S. Large-Cap Value ETF 25.3 4 46 6.4 -1.2
IVE iShares S&P 500 Value ETF 25.3 18 32 6.3 -1.4
SPYV SPDR Portfolio S&P 500 Value ETF 25.3 4 46 6.4 -1.2
VOOV Vanguard S&P 500 Value ETF 25.3 10 40 6.3 -1.3
FVD First Trust Value Line Dividend Index Fund 25.2 65 -15 6.3 -1.4
SPDV AAM S&P 500 High Dividend Value ETF 25.1 29 21 9.6 +2.0
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 25.1 60 -10 8.7 +1.1
DVND Touchstone Dividend Select ETF 25.1 67 -17 5.8 -1.8
VTV Vanguard Value ETF 25.1 4 46 6.6 -1.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 24.8 48 2 5.9 -1.7
TDIV First Trust NASDAQ Technology Dividend Index Fund 24.8 50 0 5.7 -1.9
QDIV Global X S&P 500 Quality Dividend ETF 24.6 20 30 7.5 -0.1
DTD WisdomTree U.S. Total Dividend Fund 24.4 28 22 6.0 -1.6
SNPV Xtrackers S&P 500 Value ESG ETF 24.3 15 35 6.4 -1.2
FDIV MarketDesk Focused U.S. Dividend ETF 24.2 35 15 5.1 -2.5
SHRY First Trust Bloomberg Shareholder Yield ETF 24.1 60 -10 6.9 -0.8
IUSV iShares Core S&P US Value ETF 24.0 4 46 6.4 -1.2
JAVA JPMorgan Active Value ETF 24.0 44 6 5.7 -1.9
TDV ProShares S&P Technology Dividend Aristocrats ETF 23.9 45 5 5.6 -2.0
VIG Vanguard Dividend Appreciation ETF 23.8 6 44 5.6 -2.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 23.7 20 30 6.4 -1.3
ILCV iShares Morningstar Value ETF 23.6 4 46 6.2 -1.4
DVY iShares Select Dividend ETF 23.6 38 12 8.0 +0.4
RAFE PIMCO RAFI ESG U.S. ETF 23.6 29 21 7.2 -0.4
EVUS iShares ESG Aware MSCI USA Value ETF 23.5 18 32 6.4 -1.2
ONEY SPDR Russell 1000 Yield Focus ETF 23.4 20 30 9.3 +1.7
MGV Vanguard Mega Cap Value ETF 23.3 7 43 6.4 -1.2
EQWL Invesco S&P 100 Equal Weight ETF 23.3 25 25 6.3 -1.3
NOBL ProShares S&P 500 Dividend Aristocrats ETF 23.3 35 15 5.8 -1.8
SCHD Schwab US Dividend Equity ETF 23.2 6 44 9.2 +1.6
IWX iShares Russell Top 200 Value ETF 23.1 20 30 6.0 -1.6
FDLO Fidelity Low Volatility Factor ETF 23.1 15 35 5.3 -2.3
DURA VanEck Durable High Dividend ETF 23.1 29 21 7.4 -0.2
ROE Astoria US Quality Kings ETF 23.0 49 1 7.2 -0.4
PWV Invesco Large Cap Value ETF 22.9 55 -5 6.9 -0.7
VSDA VictoryShares Dividend Accelerator ETF 22.7 35 15 6.7 -0.9
FDRR Fidelity Dividend ETF for Rising Rates 22.7 15 35 7.4 -0.2
DIVL Madison Dividend Value ETF 22.5 65 -15 5.5 -2.1
NACP Impact Shares NAACP Minority Empowerment ETF 22.4 49 1 5.0 -2.7
ROUS Hartford Multifactor US Equity ETF 22.3 19 31 6.5 -1.1
GVUS Marketbeta Russell 1000 Value Equity ETF 22.3 12 38 6.2 -1.4
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 22.1 56 -6 5.9 -1.7
DHS WisdomTree U.S. High Dividend Fund 22.0 38 12 7.6 -0.1
FVAL Fidelity Value Factor ETF 21.9 15 35 7.1 -0.5
IWD iShares Russell 1000 Value ETF 21.9 19 31 6.1 -1.5
VONV Vanguard Russell 1000 Value ETF 21.9 8 42 6.3 -1.4
INEQ Columbia International Equity Income ETF 21.8 45 5 6.6 -1.0
DFLV Dimensional US Large Cap Value ETF 21.8 22 28 7.4 -0.2
PEY Invesco High Yield Equity Dividend Achievers ETF 21.6 52 -2 10.1 +2.5
USMV iShares MSCI USA Min Vol Factor ETF 21.6 15 35 5.6 -2.0
QDF FlexShares Quality Dividend Index Fund 21.4 37 13 4.2 -3.5
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 21.2 27 23 7.1 -0.5
FDL First Trust Morningstar Dividend Leaders Index Fund 21.2 45 5 8.9 +1.3
FNDX Schwab Fundamental US Large Co. Index ETF 21.0 25 25 6.8 -0.8
PRF Invesco FTSE RAFI US 1000 ETF 21.0 39 11 6.8 -0.9
FUNL CornerCap Fundametrics Large-Cap ETF 20.8 50 0 6.7 -0.9
IUS Invesco RAFI Strategic US ETF 20.8 19 31 6.8 -0.8
SSPY Syntax Stratified LargeCap ETF 20.7 30 20 6.3 -1.3
DFVX Dimensional US Large Cap Vector ETF 20.7 22 28 6.1 -1.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 20.6 18 32 5.6 -2.0
XMAG Defiance Large Cap ex-Mag 7 ETF 20.6 35 15 5.1 -2.5
QUS SPDR MSCI USA StrategicFactors ETF 20.5 15 35 5.7 -1.9
HDV iShares Core High Dividend ETF 20.3 8 42 7.1 -0.5
JVAL JPMorgan U.S. Value Factor ETF 19.9 12 38 7.8 +0.2
JQUA JPMorgan U.S. Quality Factor ETF 19.9 12 38 5.8 -1.9
QDEF FlexShares Quality Dividend Defensive Index Fund 19.8 37 13 3.9 -3.7
FNDB Schwab Fundamental US Broad Market Index ETF 19.8 25 25 6.8 -0.9
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 19.7 12 38 5.3 -2.4
VLUE iShares MSCI USA Value Factor ETF 19.7 15 35 10.2 +2.6
KRMA Global X Conscious Companies ETF 19.5 43 7 5.7 -1.9
VLU SPDR S&P 1500 Value Tilt ETF 19.5 12 38 6.7 -1.0
BGIG Bahl & Gaynor Income Growth ETF 19.5 45 5 5.0 -2.6
RWL Invesco S&P 500 Revenue ETF 19.4 39 11 6.7 -0.9
STXD Strive 1000 Dividend Growth ETF 19.3 35 15 5.2 -2.4
REVS Columbia Research Enhanced Value ETF 19.3 19 31 7.4 -0.3
EPS WisdomTree U.S. LargeCap Fund 19.2 8 42 5.9 -1.7
FELV Fidelity Enhanced Large Cap Value ETF 19.2 18 32 6.4 -1.2
FTA First Trust Large Cap Value AlphaDEX Fund 19.1 59 -9 8.2 +0.6
WOMN Impact Shares YWCA Women's Empowerment ETF 19.0 75 -25 4.7 -3.0
NULV Nuveen ESG Large-Cap Value ETF 19.0 26 24 6.7 -0.9
IMCV iShares Morningstar Mid-Cap Value ETF 19.0 6 44 7.5 -0.1
QUVU Hartford Quality Value ETF 19.0 46 4 6.6 -1.0
RSP Invesco S&P 500 Equal Weight ETF 18.7 20 30 6.1 -1.6
DGRW WisdomTree US Quality Dividend Growth Fund 18.7 28 22 6.0 -1.6
VOE Vanguard Mid-Cap Value ETF 18.7 7 43 6.9 -0.7
GSPY Gotham Enhanced 500 ETF 18.5 50 0 5.2 -2.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 18.4 19 31 6.2 -1.4
VALQ American Century U.S. Quality Value ETF 18.4 29 21 7.4 -0.2
ACVF American Conservative Values ETF 18.4 75 -25 4.2 -3.4
SPXT ProShares S&P 500 Ex-Technology ETF 18.3 9 41 5.3 -2.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 18.2 18 32 7.2 -0.4
CFA VictoryShares US 500 Volatility Wtd ETF 18.0 35 15 5.6 -2.0
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 18.0 40 10 5.6 -2.1
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 17.9 15 35 6.4 -1.2
CHGX AXS Change Finance ESG ETF 17.9 49 1 5.3 -2.3
GDEF Goldman Sachs Defensive Equity ETF 17.9 55 -5 4.7 -2.9
TPHD Timothy Plan High Dividend Stock ETF 17.8 52 -2 5.9 -1.7
TPHE Timothy Plan High Dividend Stock Enhanced ETF 17.8 54 -4 5.9 -1.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 17.8 9 41 5.8 -1.9
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 17.7 15 35 9.3 +1.7
JHML John Hancock Multifactor Large Cap ETF 17.7 29 21 5.3 -2.3
ITAN Sparkline Intangible Value ETF 17.7 50 0 5.9 -1.7
SPVM Invesco S&P 500 Value with Momentum ETF 17.7 39 11 7.8 +0.2
SPXN ProShares S&P 500 Ex-Financials ETF 17.6 9 41 5.1 -2.6
TTAC FCF US Quality ETF 17.5 59 -9 6.3 -1.4
HDUS Hartford Disciplined US Equity ETF 17.5 19 31 5.9 -1.7
VSLU Applied Finance Valuation Large Cap ETF 17.4 49 1 5.6 -2.0
MDLV Morgan Dempsey Large Cap Value ETF 17.4 58 -8 7.8 +0.2
RSPT Invesco S&P 500 Equal Weight Technology ETF 17.4 40 10 5.7 -1.9
VFMV Vanguard U.S. Minimum Volatility ETF 17.3 13 37 5.0 -2.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 17.3 29 21 6.4 -1.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 17.3 32 18 4.8 -2.8
QLC FlexShares US Quality Large Cap Index Fund 17.2 25 25 5.4 -2.3
HLGE Hartford Longevity Economy ETF 17.2 44 6 6.0 -1.7
FDVV Fidelity High Dividend ETF 17.0 15 35 8.7 +1.1
OALC OneAscent Large Cap Core ETF 16.9 86 -36 4.3 -3.3
ONEV SPDR Russell 1000 Low Volatility Focus ETF 16.9 20 30 7.6 -0.0
HKND Humankind US Stock ETF 16.8 11 39 7.1 -0.5
SNPE Xtrackers S&P 500 ESG ETF 16.8 10 40 5.1 -2.5
TBG TBG Dividend Focus ETF 16.7 59 -9 6.8 -0.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 16.7 7 43 4.9 -2.7
DIVY Sound Equity Dividend Income ETF 16.6 45 5 10.6 +3.0
USCA Xtrackers MSCI USA Climate Action Equity ETF 16.6 7 43 5.0 -2.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 16.6 25 25 5.6 -2.0
RPV Invesco S&P 500 Pure Value ETF 16.5 35 15 9.7 +2.1
CCMG CCM Global Equity ETF 16.5 34 16 7.6 -0.1
TMDV ProShares Russell US Dividend Growers ETF 16.4 35 15 5.9 -1.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 16.4 10 40 5.3 -2.3
BKLC BNY Mellon US Large Cap Core Equity ETF 16.3 0 50 5.0 -2.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 16.3 9 41 5.4 -2.2
RDIV Invesco S&P Ultra Dividend Revenue ETF 16.3 39 11 8.6 +1.0
IPDP Dividend Performers ETF 16.2 122 -72 5.2 -2.5
VOTE TCW Transform 500 ETF 16.2 5 45 4.9 -2.7
DSI iShares MSCI KLD 400 Social ETF 16.1 25 25 5.0 -2.6
DSTL Distillate US Fundamental Stability & Value ETF 16.1 39 11 7.6 -0.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 16.1 2 48 5.0 -2.6
MODL VictoryShares WestEnd U.S. Sector ETF 16.1 42 8 4.7 -2.9
DFUV Dimensional US Marketwide Value ETF 16.1 22 28 7.2 -0.5
IVV iShares Core S&P 500 ETF 16.0 3 47 5.0 -2.6
VOO Vanguard S&P 500 ETF 16.0 3 47 5.0 -2.6
SPLG SPDR Portfolio S&P 500 ETF 16.0 2 48 5.0 -2.6
SPY SPDR S&P 500 ETF Trust 16.0 9 41 5.0 -2.7
LVOL American Century Low Volatility ETF 16.0 29 21 4.9 -2.7
QVML Invesco S&P 500 QVM Multi-factor ETF 16.0 11 39 4.8 -2.8
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 15.9 60 -10 7.7 +0.1
VV Vanguard Large-Cap ETF 15.9 4 46 4.9 -2.7
DUHP Dimensional US High Profitability ETF 15.9 21 29 6.5 -1.2
QLV FlexShares US Quality Low Volatility Index Fund 15.9 22 28 3.8 -3.8
JEPI JPMorgan Equity Premium Income ETF 15.9 35 15 5.1 -2.5
AFLG First Trust Active Factor Large Cap ETF 15.8 55 -5 5.8 -1.8
USCL iShares Climate Conscious & Transition MSCI USA ETF 15.8 8 42 5.0 -2.7
USMF WisdomTree U.S. Multifactor Fund 15.8 28 22 7.1 -0.5
STRV Strive 500 ETF 15.8 5 45 4.9 -2.7
EMOT First Trust S&P 500 Economic Moat ETF 15.8 60 -10 6.8 -0.9
SPXE ProShares S&P 500 Ex-Energy ETF 15.7 9 41 4.9 -2.7
SPVU Invesco S&P 500 Enhanced Value ETF 15.6 13 37 8.9 +1.3
MGC Vanguard Mega Cap ETF 15.6 7 43 4.8 -2.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 15.6 20 30 4.9 -2.8
PBUS Invesco MSCI USA ETF 15.6 4 46 5.0 -2.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 15.6 11 39 4.9 -2.7
HUSV First Trust Horizon Managed Volatility Domestic ETF 15.5 70 -20 4.4 -3.3
USCF Themes US Cash Flow Champions ETF 15.5 29 21 7.9 +0.2
ILCB iShares Morningstar U.S. Equity ETF 15.4 3 47 4.9 -2.7
FLQL Franklin LibertyQ U.S. Equity ETF 15.4 15 35 5.9 -1.7
IWL iShares Russell Top 200 ETF 15.3 15 35 4.7 -2.9
EQUL IQ Engender Equality ETF 15.3 45 5 5.7 -1.9
FTDS First Trust Dividend Strength ETF 15.3 70 -20 8.1 +0.5
WLDR Affinity World Leaders Equity ETF 15.3 67 -17 8.1 +0.5
MAGA Point Bridge America First ETF 15.3 72 -22 5.6 -2.0
SUSL iShares ESG MSCI USA Leaders ETF 15.3 10 40 5.1 -2.5
NZUS SPDR MSCI USA Climate Paris Aligned ETF 15.3 10 40 4.5 -3.1
GQQQ Astoria US Quality Growth Kings ETF 15.3 35 15 6.3 -1.3
SIZE iShares MSCI USA Size Factor ETF 15.2 15 35 5.6 -2.0
UDI USCF Dividend Income Fund 15.2 65 -15 7.3 -0.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 15.2 10 40 5.1 -2.5
EUSA iShares MSCI USA Equal Weighted ETF 15.2 9 41 5.7 -1.9
FBCV Fidelity Blue Chip Value ETF 15.2 59 -9 7.0 -0.6
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 15.2 25 25 5.2 -2.5
SCHX Schwab U.S. Large-Cap ETF 15.1 3 47 5.0 -2.6
FLRG Fidelity U.S. Multifactor ETF 15.1 15 35 7.3 -0.3
VEGN US Vegan Climate ETF 15.1 60 -10 4.5 -3.1
FELC Fidelity Enhanced Large Cap Core ETF 15.1 18 32 5.3 -2.3
FQAL Fidelity Quality Factor ETF 15.1 15 35 5.8 -1.8
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 15.1 20 30 4.8 -2.8
ESGU iShares ESG Aware MSCI USA ETF 15.1 15 35 5.0 -2.6
FEX First Trust Large Cap Core AlphaDEX Fund 15.0 59 -9 5.6 -2.1
IWB iShares Russell 1000 ETF 15.0 15 35 4.8 -2.8
VONE Vanguard Russell 1000 ETF 15.0 8 42 4.9 -2.7
OEF iShares S&P 100 ETF 14.9 20 30 4.8 -2.9
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 14.9 3 47 5.1 -2.5
QUAL iShares MSCI USA Quality Factor ETF 14.9 15 35 5.3 -2.4
LRGF iShares U.S. Equity Factor ETF 14.9 8 42 5.6 -2.0
RDVY First Trust Rising Dividend Achievers ETF 14.8 50 0 9.1 +1.5
SCHK Schwab 1000 Index ETF 14.8 5 45 5.0 -2.6
DCOR Dimensional US Core Equity 1 ETF 14.8 14 36 5.3 -2.3
FLV American Century Focused Large Cap Value ETF 14.8 42 8 6.4 -1.2
AVSU Avantis Responsible U.S. Equity ETF 14.8 15 35 6.1 -1.5
IYY iShares Dow Jones U.S. ETF 14.8 20 30 4.8 -2.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 14.8 10 40 4.4 -3.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 14.7 75 -25 4.3 -3.4
AVLV Avantis U.S. Large Cap Value ETF 14.7 15 35 7.1 -0.5
DFAU Dimensional US Core Equity Market ETF 14.7 12 38 5.0 -2.6
DJD Invesco Dow Jones Industrial Average Dividend ETF 14.7 7 43 7.6 +0.0
CATH Global X S&P 500 Catholic Values Custom ETF 14.7 29 21 4.9 -2.7
SPLV Invesco S&P 500 Low Volatility ETF 14.6 25 25 5.1 -2.5
SUSA iShares MSCI USA ESG Select ETF 14.6 25 25 5.0 -2.6
ALTL Pacer Lunt Large Cap Alternator ETF 14.6 60 -10 4.8 -2.8
DFUS Dimensional U.S. Equity ETF 14.6 9 41 4.9 -2.8
RECS Columbia Research Enhanced Core ETF 14.6 15 35 5.5 -2.2
DEUS Xtrackers Russell US Multifactor ETF 14.5 17 33 6.9 -0.7
VO Vanguard Mid-Cap ETF 14.4 4 46 5.3 -2.3
AVUS Avantis U.S. Equity ETF 14.4 15 35 5.6 -2.0
WTV WisdomTree US Value Fund of Benef Interest 14.4 12 38 8.7 +1.1
VTI Vanguard Total Stock Market ETF 14.4 3 47 4.7 -2.9
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 14.3 15 35 5.7 -1.9
IWV iShares Russell 3000 ETF 14.3 20 30 4.7 -3.0
VTHR Vanguard Russell 3000 ETF 14.3 10 40 4.7 -2.9
IQSU IQ Candriam U.S. Large Cap Equity ETF 14.3 9 41 4.9 -2.7
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 14.3 49 1 10.4 +2.8
SCHB Schwab U.S. Broad Market ETF 14.3 3 47 4.9 -2.7
BMVP Invesco Bloomberg MVP Multi-factor ETF 14.3 29 21 6.4 -1.2
AUSF Global X Adaptive U.S. Factor ETF 14.2 27 23 8.6 +0.9
APUE ActivePassive U.S. Equity ETF 14.2 45 5 4.8 -2.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 14.2 3 47 4.8 -2.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 14.2 60 -10 4.0 -3.6
QWLD SPDR MSCI World StrategicFactors ETF 14.1 30 20 5.9 -1.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 14.1 14 36 5.0 -2.6
DEW WisdomTree Global High Dividend Fund 14.1 58 -8 8.5 +0.9
SHE SPDR MSCI USA Gender Diversity ETF 14.0 20 30 4.9 -2.7
DFSU Dimensional US Sustainability Core 1 ETF 14.0 18 32 5.4 -2.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 14.0 15 35 4.9 -2.7
DGT SPDR Global Dow ETF 14.0 50 0 6.8 -0.8
SPXV ProShares S&P 500 Ex-Health Care ETF 13.9 9 41 4.7 -2.9
RVRB Reverb ETF 13.9 30 20 4.7 -2.9
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 13.9 45 5 4.7 -2.9
CRTC Xtrackers US National Critical Technologies ETF 13.9 35 15 5.1 -2.5
VFQY Vanguard U.S. Quality Factor ETF 13.9 13 37 7.5 -0.1
IWS iShares Russell Mid-Cap Value ETF 13.8 23 27 6.2 -1.4
EDOW First Trust Dow 30 Equal Weight ETF 13.8 50 0 5.5 -2.2
CGDV Capital Group Dividend Value ETF 13.7 33 17 5.6 -2.0
IMCB iShares Morningstar Mid-Cap ETF 13.6 4 46 5.7 -1.9
XVV iShares ESG Screened S&P 500 ETF 13.6 8 42 4.9 -2.7
DIVZ TrueShares Low Volatility Equity Income ETF 13.6 65 -15 7.2 -0.4
SPHQ Invesco S&P 500 Quality ETF 13.6 15 35 5.7 -1.9
DFAC Dimensional U.S. Core Equity 2 ETF 13.5 17 33 5.3 -2.3
USXF iShares ESG Advanced MSCI USA ETF 13.5 10 40 5.0 -2.6
XLK Technology Select Sector SPDR Fund 13.3 9 41 5.1 -2.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 13.3 15 35 4.7 -2.9
SIXA ETC 6 Meridian Mega Cap Equity ETF 13.3 80 -30 5.8 -1.9
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 13.3 25 25 5.2 -2.4
JGRW Jensen Quality Growth ETF 13.3 57 -7 4.8 -2.8
LRND IQ U.S. Large Cap R&D Leaders ETF 13.2 14 36 6.1 -1.6
MBOX Freedom Day Dividend ETF 13.1 39 11 7.4 -0.2
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 13.0 40 10 6.3 -1.3
SWP SWP Growth & Income ETF 12.9 99 -49 4.1 -3.5
KOKU Xtrackers MSCI Kokusai Equity ETF 12.8 9 41 5.2 -2.4
HLAL Wahed FTSE USA Shariah ETF 12.6 50 0 4.9 -2.7
CGUS Capital Group Core Equity ETF 12.6 33 17 4.4 -3.2
TOK iShares MSCI Kokusai ETF 12.6 26 24 5.0 -2.6
INRO iShares U.S. Industry Rotation Active ETF 12.6 42 8 4.5 -3.1
PTL Inspire 500 ETF 12.5 9 41 5.6 -2.0
ZECP Zacks Earnings Consistent Portfolio ETF 12.5 55 -5 4.7 -2.9
XPND First Trust Expanded Technology ETF 12.5 65 -15 4.5 -3.2
CVAR Cultivar ETF 12.5 87 -37 6.7 -0.9
KLMT Invesco MSCI Global Climate 500 ETF 12.4 10 40 5.4 -2.2
JOET Virtus Terranova US Quality Momentum ETF 12.4 29 21 4.7 -2.9
RSPF Invesco S&P 500 Equal Weight Financials ETF 12.4 40 10 6.2 -1.5
WBIY WBI Power Factor High Dividend ETF 12.3 100 -50 11.2 +3.6
ESGG FlexShares STOXX Global ESG Select Index Fund 12.3 42 8 5.1 -2.5
KNCT Invesco Next Gen Connectivity ETF 12.3 40 10 5.6 -2.0
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 12.2 35 15 6.3 -1.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 12.2 52 -2 5.1 -2.5
GCOW Pacer Global Cash Cows Dividend ETF 12.2 60 -10 12.5 +4.9
YLDE ClearBridge Dividend Strategy ESG ETF 12.2 60 -10 4.9 -2.7
PEXL Pacer US Export Leaders ETF 12.2 60 -10 5.7 -2.0
ESGV Vanguard ESG U.S. Stock ETF 12.2 9 41 4.8 -2.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 12.2 58 -8 5.0 -2.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 12.2 9 41 5.4 -2.3
COWZ Pacer US Cash Cows 100 ETF 12.1 49 1 9.9 +2.3
XLG Invesco S&P 500 Top 50 ETF 12.1 20 30 4.5 -3.1
LYLD Cambria Large Cap Shareholder Yield ETF 12.1 59 -9 9.1 +1.5
LEAD Siren DIVCON Leaders Dividend ETF 12.1 43 7 5.1 -2.5
SFY SoFi Select 500 ETF 12.1 0 50 4.5 -3.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 12.1 12 38 4.8 -2.8
URTH iShares MSCI World ETF 12.1 24 26 5.2 -2.4
LCF Touchstone US Large Cap Focused ETF 12.0 69 -19 4.1 -3.5
FLOW Global X U.S. Cash Flow Kings 100 ETF 12.0 25 25 9.6 +2.0
SPMV Invesco S&P 500 Minimum Variance ETF 12.0 10 40 5.5 -2.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 12.0 30 20 7.9 +0.3
GVLU Gotham 1000 Value ETF 11.9 50 0 7.4 -0.2
FOVL iShares Focused Value Factor ETF 11.9 25 25 8.5 +0.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 11.9 24 26 7.3 -0.3
GLBL Pacer MSCI World Industry Advantage ETF 11.9 65 -15 4.7 -2.9
QTUM Defiance Quantum ETF 11.8 40 10 3.6 -4.0
ACWV iShares MSCI Global Min Vol Factor ETF 11.7 20 30 6.3 -1.3
FAB First Trust Multi Cap Value AlphaDEX Fund 11.7 67 -17 8.6 +0.9
ADME Aptus Drawdown Managed Equity ETF 11.7 79 -29 4.0 -3.6
QLTY GMO U.S. Quality ETF 11.7 50 0 4.4 -3.2
KRUZ Unusual Whales Subversive Republican Trading ETF 11.7 75 -25 5.4 -2.2
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 11.5 40 10 5.3 -2.3
FTCS First Trust Capital Strength ETF 11.5 55 -5 5.7 -1.9
IWR iShares Russell Midcap ETF 11.4 19 31 5.4 -2.2
RSPH Invesco S&P 500 Equal Weight Health Care ETF 11.4 40 10 8.0 +0.4
VUSE Vident U.S. Equity Strategy ETF 11.3 50 0 4.4 -3.3
NUMV Nuveen ESG Mid-Cap Value ETF 11.3 31 19 6.6 -1.0
DEMZ Democratic Large Cap Core ETF 11.3 45 5 4.2 -3.4
DIA SPDR Dow Jones Industrial Average ETF Trust 11.2 16 34 5.4 -2.2
QVAL Alpha Architect US Quantitative Value ETF 11.2 39 11 10.4 +2.8
MOTE VanEck Morningstar ESG Moat ETF 11.1 49 1 5.2 -2.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 11.1 12 38 4.5 -3.1
NULC Nuveen ESG Large-Cap ETF 11.1 21 29 5.3 -2.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 11.0 29 21 4.3 -3.3
ACWI iShares MSCI ACWI ETF 11.0 32 18 5.3 -2.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 10.8 38 12 5.7 -1.9
DIVS SmartETFs Dividend Builder ETF 10.8 65 -15 5.0 -2.6
FMIL Fidelity New Millennium ETF 10.8 59 -9 4.8 -2.9
XNTK SPDR NYSE Technology ETF 10.8 35 15 4.2 -3.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 10.7 20 30 5.2 -2.5
VFVA Vanguard U.S. Value Factor ETF 10.7 13 37 10.0 +2.4
BDIV AAM Brentview Dividend Growth ETF 10.7 49 1 4.4 -3.2
SMRI Bushido Capital US Equity ETF 10.7 71 -21 7.7 +0.0
FFLC Fidelity Fundamental Large Cap Core ETF 10.6 38 12 4.8 -2.9
XLV Health Care Select Sector SPDR Fund 10.6 9 41 7.4 -0.2
EQAL Invesco Russell 1000 Equal Weight ETF 10.6 20 30 6.3 -1.4
CGDG Capital Group Dividend Growers ETF 10.6 47 3 6.6 -1.0
FTXL First Trust Nasdaq Semiconductor ETF 10.6 60 -10 7.2 -0.4
SOXQ Invesco PHLX Semiconductor ETF 10.6 19 31 5.3 -2.4
SOXX iShares Semiconductor ETF 10.6 35 15 6.6 -1.0
PSET Principal Quality ETF 10.5 15 35 5.3 -2.3
ONEO SPDR Russell 1000 Momentum Focus ETF 10.5 20 30 6.8 -0.8
BLCV iShares Large Cap Value Active ETF 10.5 53 -3 8.1 +0.5
IOO iShares Global 100 ETF 10.5 41 9 4.8 -2.8
VHT Vanguard Health Care ETF 10.3 10 40 5.7 -1.9
CARZ First Trust NASDAQ Global Auto Index Fund 10.2 70 -20 3.8 -3.8
GLOF iShares Global Equity Factor ETF 10.2 20 30 7.0 -0.6
IGM iShares Expanded Tech Sector ETF 10.2 41 9 4.4 -3.3
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 10.1 57 -7 5.9 -1.7
FHLC Fidelity MSCI Health Care Index ETF 10.0 8 42 6.0 -1.6
ARVR First Trust Indxx Metaverse ETF 10.0 70 -20 0.8 -6.8
VT Vanguard Total World Stock ETF 10.0 7 43 5.5 -2.1
HAPI Harbor Human Capital Factor US Large Cap ETF 10.0 36 14 4.6 -3.0
SPGP Invesco S&P 500 GARP ETF 9.8 34 16 7.9 +0.3
IXJ iShares Global Healthcare ETF 9.8 42 8 6.5 -1.1
SDEP SFP Core Equity Strategy 9.8 10 40 6.3 -1.3
ULVM VictoryShares US Value Momentum ETF 9.6 20 30 7.0 -0.6
XSD SPDR S&P Semiconductor ETF 9.6 35 15 4.9 -2.7
NANC Unusual Whales Subversive Democratic Trading ETF 9.6 75 -25 3.9 -3.7
AIVC Amplify Bloomberg AI Value Chain ETF 9.6 59 -9 5.8 -1.8
JMOM JPMorgan U.S. Momentum Factor ETF 9.5 12 38 4.5 -3.1
SMH VanEck Semiconductor ETF 9.5 35 15 5.3 -2.3
FTEC Fidelity MSCI Information Technology Index ETF 9.5 8 42 4.6 -3.0
TECB iShares U.S. Tech Breakthrough Multisector ETF 9.4 40 10 3.8 -3.8
JHMM John Hancock Multifactor Mid Cap ETF 9.4 42 8 6.1 -1.6
DFNV Donoghue Forlines Innovation ETF 9.4 69 -19 4.7 -3.0
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 9.4 49 1 5.3 -2.3
GDIV Harbor Dividend Growth Leaders ETF 9.4 50 0 5.8 -1.8
SNPG Xtrackers S&P 500 Growth ESG ETF 9.4 15 35 4.7 -2.9
GINX SGI Enhanced Global Income ETF 9.3 98 -48 5.6 -2.0
BTHM BlackRock Future U.S. Themes ETF 9.3 60 -10 4.2 -3.4
IYH iShares U.S. Healthcare ETF 9.3 40 10 6.6 -1.0
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 9.3 40 10 3.9 -3.7
IVES Wedbush ETFMG Global Cloud Technology ETF 9.2 68 -18 5.8 -1.9
FLDZ RiverNorth Patriot ETF 9.2 75 -25 5.2 -2.5
IYW iShares U.S. Technology ETF 9.1 40 10 4.4 -3.2
FSST Fidelity Sustainable U.S. Equity ETF 9.1 59 -9 2.4 -5.2
SYLD Cambria Shareholder Yield ETF 9.1 59 -9 10.9 +3.3
IYJ iShares U.S. Industrials ETF 9.1 40 10 4.5 -3.1
LRGC AB US Large Cap Strategic Equities ETF 9.0 48 2 4.6 -3.1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 9.0 49 1 4.4 -3.2
DRUP GraniteShares Nasdaq Select Disruptors ETF 9.0 60 -10 3.9 -3.8
VFMF Vanguard U.S. Multifactor ETF 9.0 18 32 8.5 +0.9
WRND IQ Global Equity R&D Leaders ETF 9.0 18 32 7.5 -0.1
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 8.9 35 15 4.6 -3.0
SIXL ETC 6 Meridian Low Beta Equity ETF 8.9 80 -30 4.2 -3.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 8.9 65 -15 2.7 -4.9
USRD Themes US R&D Champions ETF 8.9 29 21 7.0 -0.7
AIQ Global X Artificial Intelligence & Technology ETF 8.9 68 -18 4.0 -3.6
RFDA RiverFront Dynamic US Dividend Advantage ETF 8.9 52 -2 5.3 -2.3
ICAP InfraCap Equity Income Fund ETF 8.8 171 -121 6.0 -1.6
POWA Invesco Bloomberg Pricing Power ETF 8.8 40 10 5.6 -2.0
RSPN Invesco S&P 500 Equal Weight Industrials ETF 8.7 40 10 4.1 -3.5
FXO First Trust Financials AlphaDEX Fund 8.7 62 -12 7.4 -0.2
VGT Vanguard Information Technology ETF 8.7 10 40 4.4 -3.2
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 8.7 40 10 6.3 -1.3
IXN iShares Global Tech ETF 8.6 41 9 4.5 -3.1
MOAT VanEck Morningstar Wide Moat ETF 8.6 46 4 5.6 -2.0
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 8.6 58 -8 5.0 -2.6
STXG Strive 1000 Growth ETF 8.5 18 32 4.1 -3.6
RFFC ALPS Active Equity Opportunity ETF 8.5 48 2 4.5 -3.1
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 8.4 15 35 7.3 -0.3
SPHB Invesco S&P 500 High Beta ETF 8.4 25 25 3.5 -4.1
BEEZ Honeytree U.S. Equity ETF 8.4 64 -14 4.7 -2.9
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 8.4 68 -18 2.1 -5.5
HART IQ Healthy Hearts ETF 8.3 45 5 5.0 -2.6
ABEQ Absolute Select Value ETF 8.3 85 -35 4.3 -3.3
PSI Invesco Semiconductors ETF 8.2 57 -7 6.3 -1.3
AGQI First Trust Active Global Quality Income ETF 8.2 85 -35 5.9 -1.8
XLC Communication Services Select Sector SPDR Fund 8.2 9 41 5.6 -2.0
GINN Goldman Sachs Innovate Equity ETF 8.2 52 -2 2.8 -4.9
MTUM iShares MSCI USA Momentum Factor ETF 8.0 15 35 4.1 -3.5
SURE AdvisorShares Insiders Advantage ETF 8.0 90 -40 9.3 +1.6
EQRR ProShares Equities for Rising Rates ETF 8.0 35 15 7.8 +0.2
WTAI WisdomTree Artificial Intelligence and Innovation Fund 7.9 45 5 3.1 -4.5
JPEF JPMorgan Equity Focus ETF 7.9 50 0 4.0 -3.7
XLI Industrial Select Sector SPDR Fund 7.9 9 41 4.2 -3.4
VIRS Pacer BioThreat Strategy ETF 7.9 70 -20 6.1 -1.5
RAYD Rayliant Quantitative Developed Market Equity ETF 7.8 80 -30 3.8 -3.8
CZAR Themes Natural Monopoly ETF 7.8 35 15 6.3 -1.4
MVAL VanEck Morningstar Wide Moat Value ETF 7.8 49 1 6.4 -1.2
KEAT Keating Active ETF 7.6 85 -35 0.0 -7.6
FIDU Fidelity MSCI Industrial Index ETF 7.6 8 42 4.5 -3.1
VIS Vanguard Industrials ETF 7.6 10 40 4.2 -3.4
SNSR Global X Internet of Things ETF 7.6 68 -18 4.6 -3.0
FELG Fidelity Enhanced Large Cap Growth ETF 7.6 18 32 4.6 -3.0
COWS Amplify Cash Flow Dividend Leaders ETF 7.6 0 50 10.5 +2.9
IETC iShares U.S. Tech Independence Focused ETF 7.6 18 32 4.5 -3.1
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 7.5 47 3 5.5 -2.2
RBLD First Trust Alerian US NextGen Infrastructure ETF 7.5 65 -15 4.7 -2.9
GGUS Marketbeta Russell 1000 Growth Equity ETF 7.5 12 38 4.5 -3.2
VFLO VictoryShares Free Cash Flow ETF 7.4 39 11 8.8 +1.2
FCOM Fidelity MSCI Communication Services Index ETF 7.4 8 42 4.5 -3.2
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 7.4 61 -11 1.2 -6.4
FIVG Defiance Next Gen Connectivity ETF 7.3 30 20 5.8 -1.8
EXI iShares Global Industrials ETF 7.3 42 8 4.5 -3.1
QTOP iShares Nasdaq Top 30 Stocks ETF 7.3 20 30 4.6 -3.0
FCPI Fidelity Stocks for Inflation ETF 7.3 15 35 8.1 +0.5
QQQ Invesco QQQ Trust Series I 7.2 20 30 4.5 -3.1
QQQM Invesco NASDAQ 100 ETF 7.2 15 35 4.6 -3.0
JSTC Adasina Social Justice All Cap Global ETF 7.2 89 -39 4.9 -2.7
FXL First Trust Technology AlphaDEX Fund 7.1 61 -11 5.1 -2.6
FDWM Fidelity Women's Leadership ETF 7.0 59 -9 4.7 -2.9
DON WisdomTree U.S. MidCap Dividend Fund 7.0 38 12 7.7 +0.1
KNO AXS Knowledge Leaders ETF 7.0 78 -28 4.9 -2.7
BIBL Inspire 100 ETF 7.0 35 15 5.1 -2.6
FTGS First Trust Growth Strength ETF 6.9 60 -10 5.4 -2.2
VOX Vanguard Communication Services ETF 6.9 10 40 4.4 -3.3
LEGR First Trust Indxx Innovative Transaction & Process ETF 6.9 65 -15 8.2 +0.6
FXH First Trust Health Care AlphaDEX Fund 6.8 62 -12 6.3 -1.4
IYK iShares U.S. Consumer Staples ETF 6.8 40 10 6.6 -1.0
FDMO Fidelity Momentum Factor ETF 6.8 15 35 4.0 -3.7
IYF iShares U.S. Financials ETF 6.7 40 10 5.4 -2.2
IVW iShares S&P 500 Growth ETF 6.7 18 32 4.5 -3.1
VOOG Vanguard S&P 500 Growth ETF 6.7 10 40 4.6 -3.1
SPYG SPDR Portfolio S&P 500 Growth ETF 6.6 4 46 4.6 -3.0
OPTZ Optimize Strategy Index ETF 6.6 50 0 2.9 -4.7
THRO iShares U.S. Thematic Rotation Active ETF 6.6 90 -40 3.9 -3.8
IBOT Vaneck Robotics ETF 6.6 47 3 4.1 -3.5
DIV Global X SuperDividend US ETF 6.6 45 5 7.9 +0.2
XT iShares Exponential Technologies ETF 6.5 46 4 4.8 -2.8
AIEQ AI Powered Equity ETF 6.5 75 -25 3.9 -3.8
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 6.4 49 1 5.0 -2.6
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 6.4 60 -10 9.0 +1.4
IUSG iShares Core S&P U.S. Growth ETF 6.4 4 46 4.7 -3.0
QQMG Invesco ESG NASDAQ 100 ETF 6.4 20 30 4.7 -2.9
ANEW ProShares MSCI Transformational Changes ETF 6.4 45 5 3.6 -4.1
XLY Consumer Discretionary Select Sector SPDR Fund 6.3 9 41 4.7 -2.9
NXTG First Trust Indxx NextG ETF 6.3 70 -20 6.2 -1.4
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 6.3 39 11 4.0 -3.6
ARTY iShares Future AI & Tech ETF 6.3 47 3 3.8 -3.8
JGLO JPMorgan Global Select Equity ETF 6.2 33 17 4.5 -3.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 6.2 30 20 4.7 -2.9
IWY iShares Russell Top 200 Growth ETF 6.2 20 30 4.6 -3.0
USMC Principal U.S. Mega-Cap ETF 6.1 12 38 4.4 -3.2
XLF Financial Select Sector SPDR Fund 6.1 9 41 5.3 -2.3
IWF iShares Russell 1000 Growth ETF 6.1 19 31 4.5 -3.2
VONG Vanguard Russell 1000 Growth ETF 6.1 8 42 4.6 -3.1
HAPY Harbor Human Capital Factor Unconstrained ETF 6.1 50 0 4.4 -3.2
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 6.1 60 -10 8.3 +0.7
SKYY First Trust Cloud Computing ETF 6.0 60 -10 2.8 -4.8
KIE SPDR S&P Insurance ETF 6.0 35 15 6.0 -1.6
WFH Direxion Work From Home ETF 6.0 45 5 6.0 -1.7
IYC iShares U.S. Consumer Discretionary ETF 6.0 40 10 3.4 -4.2
BKWO BNY Mellon Women's Opportunities ETF 6.0 50 0 3.9 -3.7
FMDE Fidelity Enhanced Mid Cap ETF 5.9 23 27 6.0 -1.6
FNCL Fidelity MSCI Financials Index ETF 5.9 8 42 5.6 -2.0
BLES Inspire Global Hope ETF 5.8 61 -11 6.4 -1.2
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 5.8 75 -25 6.1 -1.5
FDIS Fidelity MSCI Consumer Discretionary Index ETF 5.8 8 42 4.5 -3.1
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 5.8 40 10 8.3 +0.7
BFOR ALPS Barron's 400 ETF 5.8 65 -15 5.6 -2.0
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 5.8 65 -15 3.9 -3.7
IXP iShares Global Comm Services ETF 5.8 42 8 5.1 -2.6
SRHQ SRH U.S. Quality ETF 5.8 35 15 7.7 +0.1
LGRO Level Four Large Cap Growth Active ETF 5.7 55 -5 4.3 -3.3
KCE SPDR S&P Capital Markets ETF 5.7 35 15 5.9 -1.8
VFH Vanguard Financials ETF 5.7 10 40 5.7 -1.9
FCTE SMI 3Fourteen Full-Cycle Trend ETF 5.7 85 -35 7.9 +0.3
FTC First Trust Large Cap Growth AlphaDEX Fund 5.6 59 -9 2.4 -5.2
VCR Vanguard Consumer Discretionary ETF 5.6 10 40 4.4 -3.2
QGRW WisdomTree U.S. Quality Growth Fund 5.6 28 22 4.7 -2.9
FTXH First Trust Nasdaq Pharmaceuticals ETF 5.6 60 -10 9.8 +2.2
PRNT 3D Printing ETF 5.6 66 -16 0.7 -6.9
CZA Invesco Zacks Mid-Cap ETF 5.6 72 -22 5.6 -2.0
PJP Invesco Pharmaceuticals ETF 5.6 57 -7 10.3 +2.7
XLP Consumer Staples Select Sector SPDR Fund 5.5 9 41 6.5 -1.2
ACSI American Customer Satisfaction ETF 5.5 65 -15 4.4 -3.2
TMFC Motley Fool 100 Index ETF 5.5 50 0 3.7 -3.9
RXI iShares Global Consumer Discretionary ETF 5.5 41 9 5.4 -2.3
PKW Invesco Buyback Achievers ETF 5.5 62 -12 6.4 -1.2
CHAT Roundhill Generative AI & Technology ETF 5.4 75 -25 3.8 -3.8
IMCG iShares Morningstar Mid-Cap Growth ETF 5.4 6 44 4.0 -3.7
SMOT VanEck Morningstar SMID Moat ETF 5.4 49 1 5.8 -1.8
IAK iShares U.S. Insurance ETF 5.4 40 10 5.9 -1.8
BDAIX Baron Durable Advantage 5.4 75 -25 3.7 -3.9
IFRA iShares U.S. Infrastructure ETF 5.4 30 20 5.9 -1.7
VERS ProShares Metaverse ETF 5.4 58 -8 -16.0 -23.7
BLOK Amplify Transformational Data Sharing ETF 5.4 75 -25 0.0 -7.6
ONEQ Fidelity Nasdaq Composite Index ETF 5.3 21 29 3.8 -3.8
IEDI iShares U.S. Consumer Focused ETF 5.3 18 32 5.1 -2.5
TOPT iShares Top 20 U.S. Stocks ETF 5.2 20 30 4.3 -3.3
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 5.2 8 42 6.0 -1.6
LCLG Logan Capital Broad Innovative Growth ETF 5.2 99 -49 4.6 -3.1
IQM Franklin Intelligent Machines ETF 5.1 50 0 3.2 -4.4
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 5.1 58 -8 4.6 -3.0
VDC Vanguard Consumer Staples ETF 5.1 10 40 5.9 -1.7
IYZ iShares U.S. Telecommunications ETF 5.1 40 10 7.2 -0.4
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 5.1 106 -56 3.5 -4.1
AGNG Global X Aging Population ETF 5.1 50 0 4.2 -3.4
TMFE Motley Fool Capital Efficiency 100 Index ETF 5.1 50 0 4.2 -3.4
RTH VanEck Retail ETF 5.1 35 15 6.3 -1.3
GDVD R3 Global Dividend Growth ETF 5.0 88 -38 5.5 -2.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 5.0 15 35 4.1 -3.6
RUNN Running Oak Efficient Growth ETF 4.9 58 -8 4.5 -3.1
LIVR Intelligent Livermore ETF 4.9 69 -19 6.0 -1.6
PPH VanEck Pharmaceutical ETF 4.9 36 14 9.6 +2.0
MEDX Horizon Kinetics Medical ETF 4.9 85 -35 -0.3 -7.9
BOTT Themes Robotics & Automation ETF 4.7 35 15 4.7 -2.9
TRFM AAM Transformers ETF 4.7 49 1 2.0 -5.6
MGK Vanguard Mega Cap Growth ETF 4.7 7 43 4.3 -3.3
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 4.7 69 -19 8.1 +0.5
TOLL Tema Monopolies and Oligopolies ETF 4.7 75 -25 3.3 -4.3
VUG Vanguard Growth ETF 4.6 4 46 4.0 -3.6
KXI iShares Global Consumer Staples ETF 4.6 41 9 5.7 -1.9
NTZG Nuveen Global Net Zero Transition ETF 4.6 56 -6 4.7 -2.9
WCEO Hypatia Women CEO ETF 4.6 85 -35 4.2 -3.4
BNE Blue Horizon BNE ETF 4.6 87 -37 4.6 -3.0
SSPX Janus Henderson U.S. Sustainable Equity ETF 4.5 55 -5 4.3 -3.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 4.5 75 -25 6.8 -0.8
FXD First Trust Consumer Discretionary AlphaDEX Fund 4.5 61 -11 6.2 -1.5
IXG iShares Global Financials ETF 4.5 42 8 6.2 -1.4
KONG Formidable Fortress ETF 4.5 89 -39 5.5 -2.1
RJMG FT Raymond James Multicap Growth Equity ETF 4.4 85 -35 2.3 -5.4
KOMP SPDR S&P Kensho New Economies Composite ETF 4.3 20 30 1.0 -6.6
SXQG ETC 6 Meridian Quality Growth ETF 4.3 100 -50 4.0 -3.6
BLCR iShares Large Cap Core Active ETF 4.3 36 14 4.9 -2.7
FXG First Trust Consumer Staples AlphaDEX Fund 4.2 63 -13 7.2 -0.5
PCGG Polen Capital Global Growth ETF 4.2 85 -35 3.5 -4.1
BUZZ VanEck Social Sentiment ETF 4.2 75 -25 0.3 -7.3
WDNA WisdomTree BioRevolution Fund 4.2 45 5 -3.8 -11.4
MVPS Amplify Thematic All-Stars ETF 4.2 49 1 2.7 -5.0
MADE iShares U.S. Manufacturing ETF 4.2 40 10 5.5 -2.1
MBCC Monarch Blue Chips Core ETF 4.2 125 -75 3.4 -4.2
XHS SPDR S&P Health Care Services ETF 4.1 35 15 6.3 -1.3
FTXR First Trust Nasdaq Transportation ETF 4.1 60 -10 6.8 -0.8
IGE iShares North American Natural Resources ETF 4.1 41 9 6.1 -1.5
HAP VanEck Natural Resources ETF 4.1 50 0 10.0 +2.4
CACG ClearBridge All Cap Growth ESG ETF 4.1 54 -4 3.7 -3.9
IGPT Invesco AI and Next Gen Software ETF 4.1 60 -10 3.8 -3.8
ROKT SPDR S&P Kensho Final Frontiers ETF 4.1 45 5 2.4 -5.2
INNO Harbor Disruptive Innovation ETF 4.1 75 -25 1.6 -6.0
TINT ProShares Smart Materials ETF 4.0 58 -8 6.4 -1.2
EIPX FT Energy Income Partners Strategy ETF 4.0 95 -45 6.0 -1.6
HOMZ Hoya Capital Housing ETF 3.9 30 20 7.0 -0.6
ETHO Etho Climate Leadership U.S. ETF 3.9 47 3 3.4 -4.2
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 3.9 60 -10 4.6 -3.0
LRGE ClearBridge Large Cap Growth ESG ETF 3.9 59 -9 3.5 -4.2
QGRO American Century U.S. Quality Growth ETF 3.9 29 21 4.4 -3.2
ILCG iShares Morningstar Growth ETF 3.9 4 46 3.9 -3.7
NANR SPDR S&P North American Natural Resources ETF 3.9 35 15 7.4 -0.2
WDIV SPDR S&P Global Dividend ETF 3.9 40 10 9.4 +1.8
NDIV Amplify Natural Resources Dividend Income ETF 3.8 59 -9 8.5 +0.9
IHE iShares U.S. Pharmaceuticals ETF 3.8 40 10 8.7 +1.1
XPH SPDR S&P Pharmaceuticals ETF 3.8 35 15 5.5 -2.2
PINK Simplify Health Care ETF 3.8 50 0 3.3 -4.3
FBCG Fidelity Blue Chip Growth ETF 3.8 59 -9 2.8 -4.8
FTWO Strive FAANG 2.0 ETF 3.8 49 1 4.7 -2.9
METV Roundhill Ball Metaverse ETF 3.8 59 -9 3.4 -4.3
RNMC First Trust Mid Cap US Equity Select ETF 3.8 60 -10 6.3 -1.3
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 3.8 60 -10 6.1 -1.6
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 3.8 46 4 9.3 +1.7
CGGO Capital Group Global Growth Equity ETF 3.8 47 3 4.6 -3.0
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 3.7 60 -10 3.9 -3.8
SFYF SoFi Social 50 ETF 3.7 29 21 -2.2 -9.8
SIXG Defiance Connective Technologies ETF 3.7 30 20 5.1 -2.5
UFO Procure Space ETF 3.7 75 -25 -2.0 -9.6
TXS Texas Capital Texas Equity Index ETF 3.7 49 1 4.7 -2.9
PDP Invesco Dorsey Wright Momentum ETF 3.7 62 -12 3.2 -4.4
FMET Fidelity Metaverse ETF 3.7 39 11 5.4 -2.2
NBCC Neuberger Berman Next Generation Connected Consumer ETF 3.7 56 -6 1.1 -6.5
FCLD Fidelity Cloud Computing ETF 3.6 39 11 3.1 -4.5
FENY Fidelity MSCI Energy Index ETF 3.6 8 42 6.4 -1.2
FTXN First Trust Nasdaq Oil & Gas ETF 3.6 60 -10 7.8 +0.2
FXN First Trust Energy AlphaDEX Fund 3.6 62 -12 8.3 +0.7
RSPG Invesco S&P 500 Equal Weight Energy ETF 3.6 40 10 7.6 +0.0
IXC iShares Global Energy ETF 3.6 44 6 8.7 +1.1
IYE iShares U.S. Energy ETF 3.6 40 10 6.1 -1.5
XLE Energy Select Sector SPDR Fund 3.6 9 41 6.9 -0.7
VDE Vanguard Energy ETF 3.6 10 40 6.4 -1.2
OCFS Otter Creek Focus Strategy ETF 3.6 85 -35 4.5 -3.1
SPMO Invesco S&P 500 Momentum ETF 3.5 13 37 3.8 -3.8
RGEF Rockefeller Global Equity ETF 3.5 55 -5 5.0 -2.7
FPAG FPA Global Equity ETF 3.5 49 1 5.4 -2.2
GNR SPDR S&P Global Natural Resources ETF 3.5 40 10 9.7 +2.1
STXM Strive Mid-Cap ETF 3.5 18 32 6.1 -1.6
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 3.5 61 -11 6.0 -1.6
QNXT iShares Nasdaq-100 ex Top 30 ETF 3.5 20 30 5.2 -2.4
IHF iShares U.S. Healthcare Providers ETF 3.4 40 10 6.6 -1.0
VOT Vanguard Mid-Cap Growth ETF 3.4 7 43 3.4 -4.3
FSCS First Trust SMID Capital Strength ETF 3.4 60 -10 5.8 -1.8
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 3.4 65 -15 1.6 -6.0
XTL SPDR S&P Telecom ETF 3.4 35 15 3.9 -3.7
CNRG SPDR S&P Kensho Clean Power ETF 3.3 45 5 2.8 -4.8
DRIV Global X Autonomous & Electric Vehicles ETF 3.3 68 -18 4.8 -2.8
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.3 65 -15 0.2 -7.4
CGGR Capital Group Growth ETF 3.3 39 11 3.2 -4.4
DVLU First Trust Dorsey Wright Momentum & Value ETF 3.3 60 -10 8.7 +1.1
KOCG FIS Knights of Columbus Global Belief ETF 3.2 75 -25 5.0 -2.6
ABCS Alpha Blue Capital US Small-Mid Cap Dynamic ETF 3.2 27 23 0.0 -7.6
IWTR iShares MSCI Water Management Multisector ETF 3.2 47 3 5.0 -2.6
RND First Trust Bloomberg R&D Leaders ETF 3.2 60 -10 3.5 -4.1
CLNR IQ Cleaner Transport ETF 3.2 45 5 6.8 -0.8
DUSA Davis Select U.S. Equity ETF 3.2 61 -11 7.1 -0.5
TRFK Pacer Data and Digital Revolution ETF 3.2 60 -10 4.0 -3.6
SAMT Strategas Macro Thematic Opportunities ETF 3.1 65 -15 4.1 -3.5
GURU Global X Guru Index ETF 3.1 75 -25 1.7 -6.0
SCHM Schwab U.S. Mid-Cap ETF 3.1 4 46 6.0 -1.7
PWB Invesco Large Cap Growth ETF 3.1 56 -6 3.2 -4.4
MOTO SmartETFs Smart Transportation & Technology ETF 3.1 68 -18 7.3 -0.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 3.1 79 -29 4.6 -3.0
PUI Invesco Dorsey Wright Utilities Momentum ETF 3.0 60 -10 5.4 -2.2
CCNR ALPS CoreCommodity Natural Resources ETF 3.0 39 11 11.0 +3.4
FBOT Fidelity Disruptive Automation ETF 3.0 50 0 3.6 -4.0
ADIV SmartETFs Asia Pacific Dividend Builder ETF 3.0 78 -28 9.0 +1.4
JGRO JPMorgan Active Growth ETF 3.0 44 6 3.5 -4.2
NIXT Research Affiliates Deletions ETF 2.9 9 41 5.2 -2.4
IYG iShares US Financial Services ETF 2.9 40 10 5.0 -2.6
SCHG Schwab U.S. Large-Cap Growth ETF 2.9 4 46 4.2 -3.4
FTXG First Trust Nasdaq Food & Beverage ETF 2.9 60 -10 6.8 -0.9
MILN Global X Millennial Consumer ETF 2.9 50 0 2.6 -5.0
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.8 65 -15 3.7 -3.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.8 64 -14 1.8 -5.8
IYT iShares US Transportation ETF 2.8 40 10 2.1 -5.5
XTN SPDR S&P Transportation ETF 2.8 35 15 2.1 -5.5
SHPP Pacer Industrials and Logistics ETF 2.8 60 -10 9.9 +2.3
HWAY Themes US Infrastructure ETF 2.8 29 21 6.2 -1.5
FDRV Fidelity Electric Vehicles and Future Transportation ETF 2.8 39 11 -1.7 -9.3
HTEC ROBO Global Healthcare Technology and Innovation ETF 2.8 68 -18 -0.1 -7.7
ERNZ TrueShares Active Yield ETF 2.8 75 -25 10.9 +3.3
ISHP First Trust Nasdaq Retail ETF 2.7 60 -10 2.9 -4.8
IWP iShares Russell Mid-Cap Growth ETF 2.7 23 27 3.1 -4.5
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 2.7 41 9 7.8 +0.2
FFOG Franklin Focused Growth ETF FOCUSED GROWTH ETF 2.7 61 -11 2.8 -4.8
BELT iShares Long-Term U.S. Equity Active ETF 2.7 75 -25 3.5 -4.1
EIPI FT Energy Income Partners Enhanced Income ETF 2.7 110 -60 5.1 -2.5
FILL iShares MSCI Global Energy Producers ETF 2.7 39 11 9.6 +2.0
XOP SPDR S&P Oil & Gas Exploration & Production ETF 2.7 35 15 9.1 +1.5
DRLL Strive U.S. Energy ETF 2.7 41 9 7.0 -0.7
YALL God Bless America ETF 2.7 65 -15 3.2 -4.4
FDCF Fidelity Disruptive Communications ETF 2.7 50 0 2.6 -5.1
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.7 75 -25 2.9 -4.8
FNK First Trust Mid Cap Value AlphaDEX Fund 2.6 70 -20 10.0 +2.4
XDAT Franklin Exponential Data ETF 2.6 50 0 2.8 -4.8
CNCR Range Cancer Therapeutics ETF 2.6 79 -29 0.0 -7.6
WBAT WisdomTree Battery Value Chain and Innovation Fund 2.6 45 5 -0.6 -8.2
ROBO ROBO Global Robotics & Automation Index ETF 2.6 95 -45 3.5 -4.1
CWS AdvisorShares Focused Equity ETF 2.6 84 -34 4.6 -3.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.6 4 46 5.6 -2.0
FUTY Fidelity MSCI Utilities Index ETF 2.5 8 42 5.4 -2.2
RSPU Invesco S&P 500 Equal Weight Utilities ETF 2.5 40 10 5.4 -2.3
IDU iShares U.S. Utilities ETF 2.5 40 10 4.8 -2.8
JXI iShares Global Utilities ETF 2.5 43 7 5.9 -1.7
XLU Utilities Select Sector SPDR Fund 2.5 9 41 5.3 -2.3
VPU Vanguard Utilities ETF 2.5 10 40 5.4 -2.2
CVY Invesco Zacks Multi-Asset Income ETF 2.5 106 -56 9.8 +2.2
SQEW LeaderShares Equity Skew ETF 2.5 81 -31 3.9 -3.7
IBLC iShares Blockchain and Tech ETF 2.5 47 3 -1.7 -9.3
VRAI Virtus Real Asset Income ETF 2.5 55 -5 8.0 +0.4
MOTG VanEck Morningstar Global Wide Moat ETF 2.5 52 -2 5.6 -2.0
GK AdvisorShares Gerber Kawasaki ETF 2.4 75 -25 3.3 -4.3
FIXT Procure Disaster Recovery Strategy ETF 2.4 75 -25 5.8 -1.8
MDEV First Trust Indxx Medical Devices ETF 2.4 70 -20 4.3 -3.3
IHI iShares U.S. Medical Devices ETF 2.4 40 10 3.9 -3.8
XHE SPDR S&P Health Care Equipment ETF 2.4 35 15 1.8 -5.8
GGME Invesco Next Gen Media and Gaming ETF 2.4 60 -10 3.5 -4.1
IDAT iShares Future Cloud 5G and Tech ETF 2.4 47 3 4.3 -3.3
WISE Themes Generative Artificial Intelligence ETF 2.4 35 15 0.5 -7.1
BECO BlackRock Future Climate and Sustainable Economy ETF 2.3 70 -20 11.9 +4.3
AVRE Avantis Real Estate ETF 2.3 17 33 5.9 -1.7
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 2.3 11 39 6.3 -1.3
FREL Fidelity MSCI Real Estate Index ETF 2.3 8 42 6.1 -1.5
SCHH Schwab U.S. REIT ETF 2.3 7 43 6.5 -1.1
DFAR Dimensional US Real Estate ETF 2.3 19 31 6.3 -1.3
DFGR Dimensional Global Real Estate ETF 2.3 22 28 6.2 -1.4
FRI First Trust S&P REIT Index Fund 2.3 50 0 5.9 -1.7
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 2.3 40 10 6.1 -1.5
ERET iShares Environmentally Aware Real Estate ETF 2.3 30 20 6.5 -1.2
ICF iShares Cohen & Steers REIT ETF 2.3 33 17 5.8 -1.8
IYR iShares U.S. Real Estate ETF 2.3 40 10 6.0 -1.6
REET iShares Global REIT ETF 2.3 14 36 6.2 -1.4
USRT iShares Core U.S. REIT ETF 2.3 8 42 6.3 -1.3
RWO SPDR Dow Jones Global Real Estate ETF 2.3 50 0 6.1 -1.5
RWR SPDR Dow Jones REIT ETF 2.3 25 25 6.1 -1.5
XLRE Real Estate Select Sector SPDR Fund 2.3 9 41 5.9 -1.7
PPTY US Diversified Real Estate ETF 2.3 53 -3 5.6 -2.0
VNQ Vanguard Real Estate ETF 2.3 12 38 6.2 -1.4
TMFG Motley Fool Global Opportunities ETF 2.3 85 -35 3.2 -4.4
VFMO Vanguard U.S. Momentum Factor ETF 2.3 13 37 2.1 -5.5
PPA Invesco Aerospace & Defense ETF 2.3 58 -8 2.5 -5.2
PRAY FIS Christian Stock Fund 2.3 69 -19 5.9 -1.7
VBR Vanguard Small Cap Value ETF 2.3 7 43 7.8 +0.2
SUPL ProShares Supply Chain Logistics ETF 2.3 58 -8 14.2 +6.6
ITB iShares U.S. Home Construction ETF 2.3 40 10 10.6 +3.0
XHB SPDR S&P Homebuilders ETF 2.3 35 15 10.0 +2.4
PAVE Global X U.S. Infrastructure Development ETF 2.2 47 3 5.1 -2.5
KBWB Invesco KBW Bank ETF 2.2 35 15 7.4 -0.2
KBE SPDR S&P Bank ETF 2.2 35 15 8.3 +0.7
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.2 60 -10 5.5 -2.1
BFIIX Baron FinTech 2.2 75 -25 3.4 -4.2
IVRS iShares Future Metaverse Tech and Communications ETF 2.2 47 3 -4.9 -12.5
FITE SPDR S&P Kensho Future Security ETF 2.2 45 5 2.2 -5.4
PBJ Invesco Food & Beverage ETF 2.2 57 -7 6.2 -1.4
EMLP First Trust North American Energy Infrastructure Fund 2.2 95 -45 4.5 -3.1
FDTX Fidelity Disruptive Technology ETF 2.1 50 0 2.8 -4.9
FMAT Fidelity MSCI Materials Index ETF 2.1 8 42 6.4 -1.2
RSPM Invesco S&P 500 Equal Weight Materials ETF 2.1 40 10 7.9 +0.3
XLB Materials Select Sector SPDR Fund 2.1 9 41 6.2 -1.4
VAW Vanguard Materials ETF 2.1 10 40 6.3 -1.3
FXZ First Trust Materials AlphaDEX Fund 2.1 61 -11 11.3 +3.7
IYM iShares U.S. Basic Materials ETF 2.1 40 10 6.7 -0.9
OCEN IQ Clean Oceans ETF 2.1 45 5 6.1 -1.6
FXU First Trust Utilities AlphaDEX Fund 2.1 64 -14 5.5 -2.1
EGUS iShares ESG Aware MSCI USA Growth ETF 2.1 18 32 4.5 -3.2
KBWP Invesco KBW Property & Casualty Insurance ETF 2.1 35 15 5.6 -2.0
DWLD Davis Select Worldwide ETF 2.1 63 -13 6.7 -0.9
NETZ TCW Transform Systems ETF 2.1 75 -25 3.6 -4.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.1 15 35 5.8 -1.8
TTAI FCF International Quality ETF 2.0 59 -9 5.6 -2.0
PXI Invesco Dorsey Wright Energy Momentum ETF 2.0 60 -10 5.8 -1.8
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 2.0 75 -25 4.6 -3.1
BMED Future Health ETF 2.0 85 -35 -0.2 -7.9
ARKX ARK Space Exploration & Innovation ETF 2.0 75 -25 2.4 -5.2
CAML Congress Large Cap Growth ETF 2.0 66 -16 3.2 -4.4
HAIL SPDR S&P Kensho Smart Mobility ETF 2.0 45 5 -3.0 -10.6
MXI iShares Global Materials ETF 2.0 41 9 7.0 -0.6
IBUY Amplify Online Retail ETF 1.9 65 -15 1.4 -6.3
RVER Trenchless Fund ETF 1.9 65 -15 2.9 -4.7
VGSR Vert Global Sustainable Real Estate ETF 1.8 47 3 5.6 -2.0
XSW SPDR S&P Software & Services ETF 1.8 35 15 1.5 -6.1
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.8 75 -25 3.4 -4.3
PTF Invesco Dorsey Wright Technology Momentum ETF 1.8 60 -10 1.5 -6.1
RPG Invesco S&P 500 Pure Growth ETF 1.8 35 15 3.5 -4.2
BDGS Bridges Capital Tactical ETF 1.8 78 -28 0.0 -7.6
VAMO Cambria Value & Momentum ETF 1.8 61 -11 8.2 +0.6
FSMD Fidelity Small-Mid Multifactor ETF 1.8 15 35 6.8 -0.8
IQRA IQ CBRE Real Assets ETF 1.7 65 -15 5.2 -2.4
DFNL Davis Select Financial ETF 1.7 63 -13 6.6 -1.0
GDOC Goldman Sachs Future Health Care Equity ETF 1.7 75 -25 3.7 -4.0
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.7 56 -6 13.5 +5.9
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 1.7 46 4 4.9 -2.7
ARKQ ARK Autonomous Technology & Robotics ETF 1.7 75 -25 2.4 -5.2
RSHO Tema American Reshoring ETF 1.7 75 -25 3.4 -4.3
MGRO VanEck Morningstar Wide Moat Growth ETF 1.7 49 1 4.7 -2.9
ISCV iShares Morningstar Small Cap Value ETF 1.7 6 44 7.2 -0.4
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 1.7 75 -25 4.6 -3.0
IGF iShares Global Infrastructure ETF 1.6 41 9 4.3 -3.3
GII SPDR S&P Global Infrastructure ETF 1.6 40 10 4.3 -3.3
FNX First Trust Mid Cap Core AlphaDEX Fund 1.6 60 -10 6.8 -0.8
DTCR Global X Data Center & Digital Infrastructure ETF 1.6 50 0 4.7 -3.0
SMMD iShares Russell 2500 ETF 1.6 15 35 5.5 -2.1
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 1.6 45 5 5.7 -1.9
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.6 15 35 4.5 -3.1
NULG Nuveen ESG Large-Cap Growth ETF 1.6 26 24 4.1 -3.5
MEDI Harbor Health Care ETF 1.6 80 -30 1.4 -6.2
CLOU Global X Cloud Computing ETF 1.6 68 -18 1.8 -5.8
IRET iREIT - MarketVector Quality REIT Index ETF 1.6 60 -10 6.2 -1.4
CRED Columbia Research Enhanced Real Estate ETF 1.6 33 17 7.0 -0.6
MOO VanEck Agribusiness ETF 1.5 53 -3 9.7 +2.1
PAWZ ProShares Pet Care ETF 1.5 50 0 3.8 -3.9
BWEB Bitwise Web3 ETF 1.5 85 -35 0.7 -6.9
USSE Segall Bryant & Hamill Select Equity ETF 1.5 65 -15 3.7 -4.0
AHOY Newday Ocean Health ETF 1.5 75 -25 6.2 -1.5
VNSE Natixis Vaughan Nelson Select ETF 1.5 80 -30 3.2 -4.4
FMED Fidelity Disruptive Medicine ETF 1.5 50 0 -0.4 -8.0
BHCHX Baron Health Care Strategy 1.5 75 -25 -0.8 -8.4
MDCP VictoryShares THB Mid Cap ESG ETF 1.5 55 -5 5.5 -2.1
ECLN First Trust EIP Carbon Impact ETF 1.4 96 -46 4.3 -3.3
LNGG Roundhill Alerian LNG ETF 1.4 65 -15 9.1 +1.5
ROOF IQ CBRE NextGen Real Estate ETF 1.4 60 -10 8.1 +0.5
BITQ Bitwise Crypto Industry Innovators ETF 1.4 85 -35 -1.9 -9.5
BULD Pacer BlueStar Engineering the Future ETF 1.4 60 -10 1.7 -5.9
ECML Euclidean Fundamental Value ETF 1.4 95 -45 12.2 +4.6
TIME Clockwise Core Equity & Innovation ETF 1.4 95 -45 2.3 -5.4
IVEG iShares Emergent Food and AgTech Multisector ETF 1.4 47 3 8.0 +0.4
VB Vanguard Small-Cap ETF 1.4 5 45 4.9 -2.7
GQRE FlexShares Global Quality Real Estate Index Fund 1.3 45 5 5.9 -1.7
AOTG AOT Growth and Innovation ETF 1.3 75 -25 3.1 -4.5
BARAX Baron Asset Retail 1.3 75 -25 3.4 -4.2
SPRX Spear Alpha ETF 1.3 75 -25 2.3 -5.3
DTAN Sparkline International Intangible Value ETF 1.3 55 -5 9.2 +1.5
UTES Virtus Reaves Utilities ETF 1.3 49 1 4.1 -3.5
OGIG ALPS O'Shares Global Internet Giants ETF 1.3 48 2 1.9 -5.7
FCG First Trust Natural Gas ETF 1.3 60 -10 11.8 +4.2
PXE Invesco Energy Exploration & Production ETF 1.3 60 -10 12.0 +4.4
IEO iShares U.S. Oil & Gas Exploration & Production ETF 1.3 40 10 8.4 +0.7
IVRA Invesco Real Assets ESG ETF 1.2 59 -9 5.4 -2.2
XRT SPDR S&P Retail ETF 1.2 35 15 10.5 +2.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.2 7 43 5.3 -2.3
NUMG Nuveen ESG Mid-Cap Growth ETF 1.2 31 19 3.4 -4.2
TMFX Motley Fool Next Index ETF 1.2 50 0 2.8 -4.9
REAI Intelligent Real Estate ETF 1.2 59 -9 12.8 +5.2
NVIR Horizon Kinetics Energy and Remediation ETF 1.2 85 -35 1.5 -6.1
SEA U.S. Global Sea to Sky Cargo ETF 1.1 60 -10 21.5 +13.9
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.1 20 30 5.6 -2.1
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 1.1 75 -25 -1.6 -9.2
FPRO Fidelity Real Estate Investment ETF 1.1 59 -9 4.7 -2.9
FTXO First Trust Nasdaq Bank ETF 1.1 60 -10 7.8 +0.2
IAT iShares U.S. Regional Banks ETF 1.1 40 10 8.4 +0.8
KRE SPDR S&P Regional Banking ETF 1.1 35 15 8.3 +0.7
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 1.1 60 -10 5.2 -2.4
NURE Nuveen Short-Term REIT ETF 1.1 35 15 5.7 -1.9
REZ iShares Residential and Multisector Real Estate ETF 1.1 48 2 5.3 -2.3
HAUS Residential REIT ETF 1.1 60 -10 4.9 -2.8
RITA ETFB Green SRI REITs ETF 1.1 50 0 4.9 -2.7
KBWD Invesco KBW High Dividend Yield Financial ETF 1.1 384 -334 9.3 +1.7
SFYX SoFi Next 500 ETF 1.1 0 50 4.7 -2.9
SDG iShares MSCI Global Sustainable Development Goals ETF 1.0 49 1 5.6 -2.0
KROP Global X AgTech & Food Innovation ETF 1.0 50 0 4.7 -2.9
EATZ AdvisorShares Restaurant ETF 1.0 101 -51 3.2 -4.4
SYNB Putnam BioRevolution ETF 1.0 70 -20 3.0 -4.6
PTH Invesco Dorsey Wright Healthcare Momentum ETF 1.0 60 -10 -2.3 -9.9
XBI SPDR S&P BIOTECH ETF 1.0 35 15 -3.3 -10.9
DTEC ALPS Disruptive Technologies ETF 1.0 50 0 3.7 -3.9
BOUT Innovator IBD Breakout Opportunities ETF 1.0 81 -31 3.6 -4.0
ISCB iShares Morningstar Small-Cap ETF 1.0 4 46 4.8 -2.9
MISL First Trust Indxx Aerospace & Defense ETF 1.0 60 -10 2.6 -5.0
SHLD Global X Defense Tech ETF 1.0 50 0 4.6 -3.0
ITA iShares U.S. Aerospace & Defense ETF 1.0 40 10 2.7 -4.9
XAR SPDR S&P Aerospace & Defense ETF 1.0 35 15 2.0 -5.7
NATO Themes Transatlantic Defense ETF 1.0 35 15 3.2 -4.4
TMFM Motley Fool Mid-Cap Growth ETF 1.0 85 -35 3.0 -4.6
DSMC Distillate Small/Mid Cash Flow ETF 1.0 55 -5 12.2 +4.6
HYDR Global X Hydrogen ETF 0.9 50 0 -15.6 -23.2
FDG American Century Focused Dynamic Growth ETF 0.9 45 5 2.6 -5.0
GGRW Gabelli Growth Innovators ETF 0.9 90 -40 2.5 -5.1
GVIP Goldman Sachs Hedge Industry VIP ETF 0.9 45 5 4.8 -2.9
WUGI AXS Esoterica NextG Economy ETF 0.9 75 -25 2.5 -5.1
NBDS Neuberger Berman Disrupters ETF 0.9 55 -5 1.5 -6.1
BFTHX Baron Fifth Avenue Growth Retail 0.9 75 -25 1.7 -6.0
BIOPX Baron Opportunity Retail 0.9 75 -25 1.0 -6.6
BTECX Baron Technology 0.9 75 -25 2.4 -5.3
PNQI Invesco NASDAQ Internet ETF 0.9 60 -10 2.3 -5.3
BGRO iShares Large Cap Growth Active ETF 0.9 55 -5 3.6 -4.0
IGV iShares Expanded Tech-Software Sector ETF 0.9 41 9 2.3 -5.4
DARP Grizzle Growth ETF 0.9 75 -25 3.3 -4.3
CLOD Themes Cloud Computing ETF 0.9 35 15 2.6 -5.0
IDNA iShares Genomics Immunology and Healthcare ETF 0.9 47 3 -4.3 -11.9
CANC Tema Oncology ETF 0.9 75 -25 -3.6 -11.2
THNR Amplify Weight Loss Drug & Treatment ETF 0.9 59 -9 5.2 -2.4
SAGP Strategas Global Policy Opportunities ETF 0.9 65 -15 5.3 -2.4
BLLD JPMorgan Sustainable Infrastructure ETF 0.9 49 1 5.7 -1.9
TOKE Cambria Cannabis ETF 0.9 42 8 1.8 -5.8
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 0.9 60 -10 5.0 -2.7
UMI USCF Midstream Energy Income Fund ETF 0.9 85 -35 3.7 -3.9
ENFR Alerian Energy Infrastructure ETF 0.9 35 15 4.0 -3.6
EINC VanEck Energy Income ETF 0.9 48 2 3.6 -4.0
MLPX Global X MLP & Energy Infrastructure ETF 0.9 45 5 3.8 -3.8
TPYP Tortoise North American Pipeline Fund 0.9 40 10 4.2 -3.4
USAI Pacer American Energy Independence ETF 0.9 75 -25 3.0 -4.7
AFMC First Trust Active Factor Mid Cap ETF 0.9 65 -15 6.9 -0.8
BTEK Future Tech ETF 0.9 88 -38 2.3 -5.3
TINY ProShares Nanotechnology ETF 0.9 58 -8 1.9 -5.7
XITK SPDR FactSet Innovative Technology ETF 0.9 45 5 2.2 -5.4
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.8 60 -10 6.4 -1.2
PSR Invesco Active U.S. Real Estate Fund 0.8 35 15 6.1 -1.5
VIDI Vident International Equity Strategy ETF 0.8 61 -11 10.2 +2.6
JRE Janus Henderson U.S. Real Estate ETF 0.8 65 -15 5.6 -2.0
FTAG First Trust Indxx Global Agriculture ETF 0.8 70 -20 9.7 +2.1
FTRI First Trust Indxx Global Natural Resources Income ETF 0.8 70 -20 9.8 +2.2
VEGI iShares MSCI Agriculture Producers ETF 0.8 39 11 9.2 +1.6
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.8 61 -11 -2.4 -10.0
JPRE JPMorgan Realty Income ETF 0.8 50 0 5.4 -2.2
IPO Renaissance IPO ETF 0.8 60 -10 -4.3 -12.0
FPX First Trust US Equity Opportunities ETF 0.8 61 -11 1.5 -6.1
FDFF Fidelity Disruptive Finance ETF 0.8 50 0 4.1 -3.5
LBO WHITEWOLF Publicly Listed Private Equity ETF 0.8 70 -20 8.1 +0.5
ARKW ARK Next Generation Internet ETF 0.7 87 -37 -0.7 -8.3
GBUY Goldman Sachs Future Consumer Equity ETF 0.7 75 -25 3.3 -4.3
EDOC Global X Telemedicine & Digital Health ETF Registered 0.7 68 -18 -4.1 -11.7
SPRE SP Funds S&P Global REIT Sharia ETF 0.7 55 -5 4.6 -3.0
MJ ETFMG Alternative Harvest 0.7 75 -25 -42.4 -50.0
STCE Schwab Crypto Thematic ETF 0.7 30 20 -1.6 -9.2
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 0.7 40 10 4.3 -3.4
BCDF Horizon Kinetics Blockchain Development ETF 0.7 85 -35 3.9 -3.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.6 17 33 4.7 -2.9
FDHT Fidelity Digital Health ETF 0.6 39 11 -2.3 -9.9
DFAT Dimensional U.S. Targeted Value ETF 0.6 28 22 7.8 +0.1
CUT Invesco MSCI Global Timber ETF 0.6 61 -11 8.4 +0.8
BUYZ Franklin Disruptive Commerce ETF 0.6 50 0 1.8 -5.8
PFI Invesco Dorsey Wright Financial Momentum ETF 0.6 60 -10 5.0 -2.6
OCTA Octane All-Cap Value Energy ETF 0.6 30 20 12.7 +5.1
AIRR First Trust RBA American Industrial Renaissance ETF 0.6 70 -20 4.8 -2.8
MAKX ProShares S&P Kensho Smart Factories ETF 0.6 58 -8 0.8 -6.9
QQQN VictoryShares Nasdaq Next 50 ETF 0.6 18 32 4.9 -2.7
CSMD Congress SMid Growth ETF 0.6 69 -19 4.3 -3.3
SMAP Amplify Small-Mid Cap Equity ETF 0.6 60 -10 4.6 -3.0
WWJD Inspire International ETF 0.5 80 -30 7.3 -0.3
DESK VanEck Office and Commercial REIT ETF 0.5 50 0 9.7 +2.1
NETL NETLease Corporate Real Estate ETF 0.5 60 -10 8.5 +0.9
RIET Hoya Capital High Dividend Yield ETF 0.5 50 0 12.3 +4.6
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.5 39 11 7.5 -0.1
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 0.5 60 -10 6.4 -1.2
PKB Invesco Building & Construction ETF 0.5 62 -12 6.1 -1.5
QMOM Alpha Architect U.S. Quantitative Momentum ETF 0.5 39 11 3.4 -4.2
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.5 20 30 4.0 -3.6
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 0.4 85 -35 -0.3 -7.9
VCLN Virtus Duff & Phelps Clean Energy ETF 0.4 59 -9 3.9 -3.8
CBSE Clough Select Equity ETF 0.4 85 -35 0.4 -7.3
TOGA Tremblant Global ETF 0.4 69 -19 1.9 -5.8
EZM WisdomTree U.S. MidCap Fund 0.4 38 12 7.4 -0.3
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 0.4 75 -25 7.9 +0.3
URAN Themes Uranium & Nuclear ETF 0.4 35 15 1.9 -5.7
BYRE Principal Real Estate Active Opportunities ETF 0.4 65 -15 5.3 -2.3
RDOG ALPS REIT Dividend Dogs ETF 0.4 35 15 16.8 +9.2
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 0.4 60 -10 6.4 -1.2
ERTH Invesco MSCI Sustainable Future ETF 0.4 62 -12 3.6 -4.0
SRVR Pacer Data & Infrastructure Real Estate ETF 0.4 55 -5 1.9 -5.7
ZIG Acquirers Fund 0.4 84 -34 13.1 +5.4
SMCF Themes US Small Cap Cash Flow Champions ETF 0.4 29 21 10.2 +2.6
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 0.3 55 -5 2.9 -4.8
IBAT iShares Energy Storage & Materials ETF 0.3 47 3 3.1 -4.5
HDRO Defiance Next Gen H2 ETF 0.3 30 20 -21.5 -29.1
ISCG iShares Morningstar Small-Cap Growth ETF 0.3 6 44 2.3 -5.4
BLDG Cambria Global Real Estate ETF 0.3 60 -10 14.3 +6.7
APIE ActivePassive International Equity ETF 0.3 45 5 8.1 +0.5
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 0.3 48 2 5.2 -2.4
HELX Franklin Genomic Advancements ETF 0.3 50 0 0.4 -7.3
DFAS Dimensional U.S. Small Cap ETF 0.3 26 24 5.5 -2.1
TEQI T. Rowe Price Equity Income ETF 0.3 54 -4 3.8 -3.8
DFSV Dimensional US Small Cap Value ETF 0.3 31 19 8.3 +0.6
FNDF Schwab Fundamental International Large Co. Index ETF 0.3 25 25 9.9 +2.2
VBK Vanguard Small-Cap Growth ETF 0.2 7 43 1.1 -6.5
FNDA Schwab Fundamental US Small Co. Index ETF 0.2 25 25 6.0 -1.6
AMZA InfraCap MLP ETF 0.2 164 -114 4.2 -3.4
NUSC Nuveen ESG Small-Cap ETF 0.2 31 19 5.0 -2.6
SMLF iShares U.S. SmallCap Equity Factor ETF 0.2 15 35 4.6 -3.0
TDVG T. Rowe Price Dividend Growth ETF 0.2 50 0 4.8 -2.9
TGRW T. Rowe Price Growth Stock ETF 0.1 52 -2 3.7 -3.9
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 -7 3.4 -4.2

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%.

Content on this tab for subscribers only**

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

Content on this tab for subscribers only

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:		 First Trust S&P 500 Diversified Dividend Aristocrats ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

SPECULATIVE
Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 20.5 %
Divided by: Fwd. P/BV 2.5 x
Less: Expense ratio 50 bp
Equals: ALTAR Score 7.6 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.69 CATEGORY
AVERAGE		 1.57
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

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

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

 

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