Leadershares Alphafactor Tactical Focused ETF
ALTAR
Score™
7.6% info Recommen-
dation
OVERWEIGHT
2021E    2022E
P/E
ratio
13.0x P/Sales
ratio
1.4x
P/BV
ratio
2.2x Div.
yield
2.6%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
LSAT is actively-managed to invest in US stocks selected by multiple factors. The fund employs a risk overlay to overweight money-market securities during riskier periods.

FUND BASICS
Category US Equities
Fund Sponsor Redwood Investment Management
Website www.leadersharesetfs.com
Inception date Oct 27, 2020
Assets (mns) $126
Currency USD
Expense ratio 99 bp
Distributions Annually

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 30
Wgt avg mkt cap (mns) $69,178
Large cap (>$10bn) 68.5%
Mid cap ($2-10bn) 31.5%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
ORACLE CORP 3.5 %
AMERICAN FINANCIAL GROUP INC 3.5 %
ROBERT HALF INTL INC 3.5 %
GENTEX CORP 3.5 %
JEFFERIES FINANCIAL GROUP INC. 3.5 %
NIKE INC -CL B 3.4 %
L3HARRIS TECHNOLOGIES INC 3.4 %
AMERIPRISE FINANCIAL INC 3.4 %
AFLAC INC 3.4 %
HANOVER INSURANCE GROUP INC/ 3.4 %
Total 34.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 98.9 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
22.6% -- -- -- 51.0%

Market Correlations
versus... Beta R-squared
S&P500 -- --
MSCI EAFE -- --
MSCI Emg. Mkts. -- --

Technical Indicators
Recent close $35.77
30d moving avg. $34.91
Annualized volatility 0.0%
Short interest (ETF) 0.1%
Short interest (Underlying) 3.6%
Relative strength (RSI) 49

Liquidity measures
Avg. volume (thou.) 13
Turnover 0.4%
Bid/Ask (% of price) 0.26%
ADV underlying (mns) $10,883

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 705 potential alternatives to the Leadershares Alphafactor Tactical Focused ETF ETF based on the alternatives' overlap in portfolio holdings with LSAT. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: LSAT Expense: 99 bp ALTAR Score™: 7.6%


ALTERNATIVE ETFs BASED ON OVERLAP WITH LSAT
Ticker Fund
Name
Overlap1
vs LSAT
(%)
Expense
ratio
(bp)
Savings
vs LSAT
(bp)
ALTAR
Score™
(%)
ALTAR
vs LSAT
(%)
PKW Invesco Buyback Achievers ETF 22.3 62 37 7.4 -0.2
QSY WisdomTree U.S. LargeCap Value Fund 15.9 38 61 6.8 -0.8
LSAF LeaderShares AlphaFactor US Core Equity ETF 12.9 75 24 6.0 -1.6
STLV iShares Factors US Value Style ETF 12.9 25 74 7.7 +0.1
RDVY First Trust Rising Dividend Achievers ETF 12.2 50 49 6.7 -0.9
LEAD Siren DIVCON Leaders Dividend ETF 12.0 43 56 5.4 -2.2
PY Principal Shareholder Yield Index ETF 11.8 15 84 8.4 +0.8
FOVL iShares Focused Value Factor ETF 11.7 25 74 9.4 +1.8
DFND Siren DIVCON Dividend Defender ETF 11.4 144 -45 4.5 -3.2
FXO First Trust Financials AlphaDEX Fund 11.1 62 37 8.0 +0.4
KBWP Invesco KBW Property & Casualty Insurance ETF 10.1 35 64 6.0 -1.6
SDEP Sweet Defensive U.S. Equity Portfolio 10.1 0 99 6.1 -1.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 9.6 19 80 5.6 -2.0
LRGF iShares Edge MSCI Multifactor USA ETF 9.6 20 79 6.6 -1.1
EDOW First Trust Dow 30 Equal Weight ETF 9.5 50 49 5.6 -2.0
PWV Invesco Dynamic Large Cap Value ETF 9.4 56 43 6.2 -1.5
SPMO Invesco S&P 500 Momentum ETF 9.4 13 86 4.8 -2.8
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 9.4 35 64 7.0 -0.7
FMK First Trust Mega Cap AlphaDEX Fund 9.3 70 29 0.0 -7.6
DIVB iShares U.S. Dividend & Buyback ETF 9.0 25 74 6.1 -1.6
ESGS Columbia Sustainable U.S. Equity Income ETF 8.9 35 64 7.6 -0.1
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 8.9 12 87 4.9 -2.7
ROUS Hartford Multifactor US Equity ETF 8.9 19 80 6.2 -1.4
TDIV First Trust NASDAQ Technology Dividend Index Fund 8.8 50 49 6.0 -1.7
AFLG First Trust Active Factor Large Cap ETF 8.7 55 44 5.4 -2.3
FVAL Fidelity Value Factor ETF 8.6 29 70 7.1 -0.5
IAK iShares U.S. Insurance ETF 8.6 42 57 7.0 -0.6
VALQ American Century STOXX U.S. Quality Value ETF 8.6 29 70 7.7 +0.1
ACSI American Customer Satisfaction Core Alpha ETF 8.4 66 33 4.3 -3.3
SYE SPDR MFS Systematic Core Equity ETF 8.3 60 39 0.0 -7.6
CCOR Core Alternative ETF 8.3 109 -10 4.5 -3.1
FBCV Fidelity Blue Chip Value ETF 8.2 59 40 6.4 -1.2
LSLT Salt Low truBeta US Market ETF 8.1 60 39 5.6 -2.0
MGV Vanguard Mega Cap Value ETF 8.1 7 92 6.6 -1.0
JHMF John Hancock Multifactor Financials ETF 8.0 40 59 6.2 -1.4
RFDA RiverFront Dynamic US Dividend Advantage ETF 8.0 52 47 4.9 -2.8
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 8.0 49 50 5.0 -2.7
EPS WisdomTree U.S. Earnings 500 Fund 7.9 8 91 6.0 -1.6
QDF FlexShares Quality Dividend Index Fund 7.9 37 62 6.0 -1.6
RAFE PIMCO RAFI ESG U.S. ETF 7.8 30 69 6.7 -1.0
KIE SPDR S&P Insurance ETF 7.8 35 64 7.0 -0.6
IUS Invesco Strategic US ETF 7.8 19 80 5.9 -1.7
HLGE Hartford Longevity Economy ETF 7.7 44 55 6.5 -1.1
CLRG IQ Chaikin U.S. Large Cap ETF 7.6 25 74 5.1 -2.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 7.5 60 39 4.8 -2.8
QUAL iShares MSCI Usa Quality Factor ETF 7.5 15 84 4.8 -2.8
RFV Invesco S&P Midcap 400 Pure Value ETF 7.5 35 64 9.2 +1.6
USMF WisdomTree U.S. Multifactor Fund 7.5 28 71 6.9 -0.8
DGRW WisdomTree U.S. Quality Dividend Growth Fund 7.5 28 71 6.3 -1.3
SPQQ Siren Large Cap Blend Index ETF 7.5 20 79 3.9 -3.7
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 7.4 41 58 5.5 -2.1
OUSM O'Shares FTSE Russell Small Cap Quality Dividend ETF 7.4 48 51 6.2 -1.4
GBLO Global Beta Low Beta ETF 7.4 29 70 8.0 +0.4
FDLO Fidelity Low Volatility Factor ETF 7.4 29 70 4.6 -3.1
DJD Invesco Dow Jones Industrial Average Dividend ETF 7.4 7 92 7.2 -0.4
SDEI Sound Equity Income ETF 7.4 45 54 9.0 +1.4
VSDA VictoryShares Dividend Accelerator ETF 7.3 35 64 4.7 -2.9
RNDV US Equity Dividend Select ETF 7.3 50 49 7.0 -0.7
SPGP Invesco S&P 500 GARP ETF 7.3 34 65 6.1 -1.5
SYLD Cambria Shareholder Yield ETF 7.2 59 40 8.1 +0.4
JQUA JPMorgan U.S. Quality Factor ETF 7.2 12 87 5.2 -2.4
XMVM Invesco S&P MidCap Value with Momentum ETF 7.2 39 60 8.8 +1.2
SPVU Invesco S&P 500 Enhanced Value ETF 7.1 13 86 8.4 +0.8
FLV American Century Focused Large Cap Value ETF 7.1 42 57 5.9 -1.8
VTV Vanguard Value Index Fund 7.1 4 95 6.5 -1.1
DIA SPDR Dow Jones Industrial Average ETF Trust 7.1 16 83 5.4 -2.2
SYV SPDR MFS Systematic Value Equity ETF 7.0 60 39 0.0 -7.6
SPMV Invesco S&P 500 Minimum Variance ETF 7.0 10 89 4.9 -2.7
ONEV SPDR Russell 1000 Low Volatility Focus ETF 6.9 20 79 6.1 -1.5
VOOV Vanguard S&P 500 Value ETF 6.9 10 89 6.1 -1.5
AUSF Global X Adaptive U.S. Factor ETF 6.9 27 72 7.6 -0.0
PLC Principal U.S. Large-Cap Multi-Factor Core Index ETF 6.9 15 84 0.0 -7.6
QDIV Global X S&P 500 Quality Dividend ETF 6.8 20 79 6.6 -1.0
ONEY SPDR Russell 1000 Yield Focus ETF 6.8 20 79 7.5 -0.1
SCHV Schwab U.S. Large-Cap Value ETF 6.8 4 95 6.0 -1.7
KOIN Innovation Shares NextGen Protocol ETF 6.8 95 4 4.1 -3.5
FXL First Trust Technology AlphaDEX Fund 6.7 61 38 4.5 -3.1
JHMT John Hancock Multifactor Technology ETF 6.7 40 59 4.4 -3.2
RYT Invesco S&P 500 Equal Weight Technology ETF 6.7 40 59 5.5 -2.2
SPYV SPDR Portfolio S&P 500 Value ETF 6.7 4 95 6.2 -1.5
IVE iShares S&P 500 Value ETF 6.7 18 81 6.0 -1.6
KBWY Invesco KBW Premium Yield Equity REIT ETF 6.6 35 64 7.7 +0.1
UFO Procure Space ETF 6.6 75 24 2.9 -4.7
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 6.6 75 24 4.3 -3.3
USMV iShares Edge MSCI Min Vol USA ETF 6.6 15 84 5.0 -2.6
IYF iShares U.S. Financials ETF 6.6 42 57 6.1 -1.5
SYG SPDR MFS Systematic Growth Equity ETF 6.6 60 39 0.0 -7.6
FLRG Fidelity U.S. Multifactor ETF 6.5 29 70 6.4 -1.2
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 6.5 75 24 6.4 -1.2
VLU SPDR S&P 1500 Value Tilt ETF 6.5 12 87 6.3 -1.3
QLC FlexShares US Quality Large Cap Index Fund 6.5 32 67 5.1 -2.6
FLLV Franklin Liberty U.S. Low Volatility ETF 6.5 29 70 5.0 -2.6
IUSV iShares Core S&P U.S. Value ETF 6.5 4 95 6.2 -1.4
VFMF Vanguard U.S. Multifactor ETF 6.4 19 80 7.1 -0.5
RPV Invesco S&P 500 Pure Value ETF 6.4 35 64 8.5 +0.8
KLCD KFA Large Cap Quality Dividend Index ETF 6.4 42 57 5.1 -2.5
FTXD First Trust Nasdaq Retail ETF 6.4 60 39 4.9 -2.7
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 6.4 20 79 7.4 -0.3
XNTK SPDR NYSE Technology ETF 6.2 35 64 3.3 -4.3
RECS Columbia Research Enhanced Core ETF 6.2 15 84 5.2 -2.4
DWLD Davis Select Worldwide ETF 6.2 63 36 6.0 -1.7
VFQY Vanguard U.S. Quality Factor ETF 6.1 13 86 5.3 -2.3
FTCS First Trust Capital Strength ETF 6.1 56 43 5.2 -2.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 6.1 30 69 4.4 -3.2
VIG Vanguard Dividend Appreciation Index Fund 6.1 6 93 5.4 -2.3
IWX iShares Russell Top 200 Value ETF 6.1 20 79 6.2 -1.5
AIQ Global X Future Analytics Tech ETF 6.1 68 31 3.4 -4.2
VFH Vanguard Financials Index Fund 6.1 10 89 6.7 -1.0
VLUE iShares MSCI USA Value Factor ETF 6.1 15 84 9.9 +2.3
FNCL Fidelity MSCI Financials Index ETF 6.1 8 91 6.7 -1.0
PSL Invesco DWA Consumer Staples Momentum ETF 6.1 60 39 5.3 -2.3
KVLE KFA Value Liner Dynamic Core Equity Index ETF 6.0 56 43 5.7 -1.9
TMFC Motley Fool 100 Index ETF 6.0 50 49 3.2 -4.4
NULC Nuveen ESG Large-Cap ETF 6.0 20 79 4.7 -3.0
QVAL Alpha Architect U.S. Quantitative Value ETF 6.0 49 50 10.2 +2.5
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 6.0 25 74 5.9 -1.7
IEFN iShares Evolved U.S. Financials ETF 6.0 18 81 7.1 -0.6
RYF Invesco S&P 500 Equal Weight Financials ETF 5.9 40 59 6.6 -1.1
RWL Invesco S&P 500 Revenue ETF 5.9 39 60 6.1 -1.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 5.9 70 29 5.0 -2.6
FTA First Trust Large Cap Value AlphaDEX Fund 5.9 60 39 7.4 -0.2
FNK First Trust Mid Cap Value AlphaDEX Fund 5.8 70 29 7.9 +0.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 5.8 60 39 4.1 -3.5
NVQ QRAFT AI-Enhanced US Next Value ETF 5.8 75 24 8.6 +1.0
FQAL Fidelity Quality Factor ETF 5.8 29 70 4.7 -2.9
KONG Formidable Fortress ETF 5.8 89 10 4.3 -3.3
DUSA Davis Select U.S. Equity ETF 5.8 62 37 6.5 -1.2
FNDX Schwab Fundamental U.S. Large Co. Index ETF 5.7 25 74 5.8 -1.8
IEDI iShares Evolved U.S. Discretionary Spending ETF 5.7 18 81 3.8 -3.8
XLF Financial Select Sector SPDR Fund 5.7 12 87 6.4 -1.3
VUSE Vident Core US Equity Fund 5.7 48 51 7.4 -0.2
WLDR Affinity World Leaders Equity ETF 5.7 67 32 8.2 +0.6
QDEF FlexShares Quality Dividend Defensive Index Fund 5.7 37 62 5.9 -1.7
FLQL Franklin LibertyQ U.S. Equity ETF 5.7 15 84 6.4 -1.2
DGRO iShares Core Dividend Growth ETF 5.7 8 91 6.3 -1.3
JVAL JPMorgan U.S. Value Factor ETF 5.7 12 87 7.2 -0.4
TECB iShares US Tech Breakthrough Multisector ETF 5.6 40 59 3.7 -4.0
QUS SPDR MSCI USA StrategicFactors ETF 5.6 15 84 5.2 -2.4
ACVF American Conservative Values ETF 5.6 75 24 4.1 -3.5
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.5 46 53 4.8 -2.8
AVDR AVDR US LargeCap Leading ETF 5.5 60 39 4.9 -2.8
AFMC First Trust Active Factor Mid Cap ETF 5.5 65 34 6.5 -1.1
TTAC TrimTabs US Free Cash Flow Quality ETF 5.5 59 40 5.2 -2.4
VONV Vanguard Russell 1000 Value Index Fund 5.5 8 91 6.1 -1.5
REVS Columbia Research Enhanced Value ETF 5.5 19 80 6.8 -0.8
DIVZ TrueShares Low Volatility Equity Income ETF 5.5 65 34 7.0 -0.6
OUSA O'Shares FTSE US Quality Dividend ETF 5.4 48 51 5.9 -1.8
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 5.4 17 82 6.3 -1.3
IWD iShares Russell 1000 Value ETF 5.4 19 80 6.0 -1.7
XLG Invesco S&P 500 Top 50 ETF 5.4 20 79 4.1 -3.5
SIXA 6 Meridian Mega Cap Equity ETF 5.4 86 13 6.4 -1.3
FNDB Schwab Fundamental U.S. Broad Market Index ETF 5.3 25 74 5.8 -1.9
RNLC Large Cap US Equity Select ETF 5.3 60 39 5.3 -2.3
FTHI First Trust High Income ETF 5.3 85 14 5.8 -1.8
KCE SPDR S&P Capital Markets ETF 5.3 35 64 7.2 -0.4
ILCV iShares Morningstar Value ETF 5.3 4 95 6.3 -1.3
PRF Invesco FTSE RAFI US 1000 ETF 5.3 39 60 5.9 -1.7
RTH VanEck Vectors Retail ETF 5.3 35 64 5.1 -2.6
WFH Direxion Work From Home ETF 5.3 45 54 5.1 -2.6
EGIS 2nd Vote Society Defended ETF 5.3 75 24 6.1 -1.5
FTLB First Trust Hedged BuyWrite Income ETF 5.3 85 14 5.9 -1.7
RDOG ALPS REIT Dividend Dogs ETF 5.2 35 64 7.1 -0.5
LGLV SPDR Russell 1000 Low Volatility ETF 5.2 12 87 4.4 -3.2
QDYN FlexShares Quality Dividend Dynamic Index Fund 5.2 37 62 5.9 -1.7
CVY Invesco Zacks Multi-Asset Income ETF 5.2 94 5 8.3 +0.7
SIXH 6 Meridian Hedged Equity-Index Option Strategy ETF 5.1 87 12 6.4 -1.2
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 5.1 57 42 4.1 -3.6
XMLV Invesco S&P MidCap Low Volatility ETF 5.1 25 74 5.2 -2.4
RESP WisdomTree US ESG Fund of Benef Interest 5.0 28 71 5.7 -2.0
MOAT VanEck Vectors Morningstar Wide Moat ETF 5.0 47 52 5.8 -1.8
PFI Invesco DWA Financial Momentum ETF 5.0 60 39 6.7 -0.9
EQWL Invesco Russell Top 200 Equal Weight ETF 5.0 25 74 5.7 -1.9
COWZ Pacer US Cash Cows 100 ETF 5.0 49 50 8.4 +0.8
VFVA Vanguard U.S. Value Factor ETF 4.9 14 85 8.3 +0.6
FAB First Trust Multi Cap Value AlphaDEX Fund 4.9 70 29 7.6 +0.0
DEF Invesco Defensive Equity ETF 4.9 53 46 5.6 -2.0
PBJ Invesco Dynamic Food & Beverage ETF 4.9 63 36 5.5 -2.1
NULV Nuveen ESG Large-Cap Value ETF 4.9 35 64 6.1 -1.6
OEF iShares S&P 100 ETF 4.9 20 79 4.5 -3.1
XMMO Invesco S&P MidCap Momentum ETF 4.9 34 65 6.3 -1.3
FDRR Fidelity Dividend ETF for Rising Rates 4.9 29 70 6.5 -1.2
ACWF iShares MSCI Global Multifactor ETF 4.8 35 64 7.7 +0.1
PFM Invesco Dividend Achievers ETF 4.8 53 46 5.2 -2.4
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 4.8 80 19 5.3 -2.4
DON WisdomTree U.S. MidCap Dividend Fund 4.8 38 61 6.6 -1.0
RWK Invesco S&P MidCap 400 Revenue ETF 4.7 39 60 6.7 -0.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 4.7 9 90 5.3 -2.4
MTUM iShares MSCI USA Momentum Factor ETF 4.7 15 84 4.2 -3.4
VSLU Applied Finance Valuation Large Cap ETF 4.7 49 50 5.3 -2.3
RFFC RiverFront Dynamic US Flex-Cap ETF 4.7 52 47 4.6 -3.1
QVML Invesco S&P 500 QVM Multi-factor ETF 4.7 11 88 5.1 -2.5
XLY Consumer Discretionary Select Sector SPDR Fund 4.7 12 87 3.4 -4.2
FVD First Trust Value Line Dividend Index Fund 4.6 70 29 5.4 -2.2
GSPY Gotham Enhanced 500 ETF 4.6 50 49 5.0 -2.7
FDIS Fidelity MSCI Consumer Discretionary Index ETF 4.6 8 91 3.7 -3.9
VCR Vanguard Consumer Discretionary Index Fund 4.6 10 89 3.7 -4.0
IXG iShares Global Financials ETF 4.6 46 53 7.4 -0.2
MIDF iShares Edge MSCI Multifactor USA Mid-Cap ETF 4.6 25 74 7.0 -0.6
XMHQ Invesco S&P MidCap Quality ETF 4.6 25 74 6.0 -1.6
FVL First Trust Value Line 100 ETF 4.6 70 29 0.0 -7.6
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 4.6 30 69 5.3 -2.3
XPND First Trust Expanded Technology ETF 4.5 65 34 3.6 -4.1
SCHD Schwab U.S. Dividend Equity ETF 4.5 6 93 7.3 -0.3
XVV iShares ESG Screened S&P 500 ETF 4.5 8 91 4.7 -2.9
ONEO SPDR Russell 1000 Momentum Focus ETF 4.5 20 79 6.4 -1.2
PPA Invesco Aerospace & Defense ETF 4.5 59 40 5.2 -2.5
IYW iShares U.S. Technology ETF 4.5 43 56 3.9 -3.7
IYC iShares U.S. Consumer Services ETF 4.5 43 56 2.9 -4.7
XLK Technology Select Sector SPDR Fund 4.4 12 87 4.6 -3.0
ACIO Aptus Collared Income Opportunity ETF 4.4 79 20 3.7 -3.9
MGC Vanguard Mega Cap Index Fund 4.4 7 92 4.7 -2.9
FIVG Defiance Next Gen Connectivity ETF 4.4 30 69 4.7 -3.0
NACP Impact Shares NAACP Minority Empowerment ETF 4.4 49 50 4.5 -3.1
DLN WisdomTree U.S. LargeCap Dividend Fund 4.4 28 71 6.2 -1.4
JHMC John Hancock Multifactor Consumer Discretionary ETF 4.4 40 59 3.4 -4.2
DTD WisdomTree U.S.Total Dividend Fund 4.4 28 71 6.3 -1.4
IWL iShares Russell Top 200 ETF 4.4 15 84 4.6 -3.0
FDVV Fidelity Core Dividend ETF 4.4 29 70 6.3 -1.4
SPXV ProShares S&P 500 Ex-Health Care ETF 4.4 27 72 4.3 -3.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 4.3 29 70 6.9 -0.7
VFMV Vanguard U.S. Minimum Volatility ETF 4.3 13 86 4.8 -2.8
ECOZ TrueMark ESG Active Opportunities ETF 4.3 58 41 3.6 -4.1
BKLC BNY Mellon US Large Cap Core Equity ETF 4.3 0 99 4.7 -2.9
DSI iShares MSCI KLD 400 Social ETF 4.3 25 74 4.6 -3.0
SPXE ProShares S&P 500 Ex-Energy ETF 4.2 27 72 4.7 -2.9
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 4.2 20 79 4.7 -2.9
VFMO Vanguard U.S. Momentum Factor ETF 4.2 13 86 3.5 -4.2
VOO VANGUARD S&P 500 ETF 4.2 3 96 4.8 -2.8
RBUS Nationwide Risk-Based U.S. Equity ETF 4.2 30 69 5.1 -2.5
XRMI Global X S&P 500 Risk Managed Income ETF 4.2 60 39 4.5 -3.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 4.2 15 84 6.7 -0.9
XYLG Global X S&P 500 Covered Call & Growth ETF 4.1 60 39 4.3 -3.3
ZECP Zacks Earnings Consistent Portfolio ETF 4.1 55 44 4.8 -2.8
DFUS Dimensional U.S. Equity ETF 4.1 11 88 4.7 -3.0
PBP Invesco S&P 500 BuyWrite ETF 4.1 49 50 4.5 -3.2
VYM Vanguard High Dividend Yield Index ETF 4.1 6 93 6.7 -0.9
SPY SPDR S&P 500 ETF Trust 4.1 9 90 4.8 -2.9
JHML John Hancock Multifactor Large Cap ETF 4.1 29 70 4.9 -2.8
SPLG SPDR Portfolio S&P 500 ETF 4.1 3 96 4.8 -2.8
BFIT Global X Health & Wellness ETF 4.1 50 49 4.1 -3.5
XTR Global X S&P 500 Tail Risk ETF 4.1 60 39 4.4 -3.2
IVV iShares Core S&P 500 ETF 4.1 3 96 4.8 -2.8
XVOL Acruence Active Hedge U.S. Equity ETF 4.1 83 16 4.1 -3.6
MMTM SPDR S&P 1500 Momentum Tilt ETF 4.1 12 87 4.7 -2.9
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 4.1 60 39 7.6 -0.1
ACWV iShares MSCI Global Min Vol Factor ETF 4.1 20 79 5.2 -2.4
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 4.1 60 39 7.1 -0.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 4.1 15 84 4.8 -2.9
XCLR Global X S&P 500 Collar 95-110 ETF 4.1 60 39 4.5 -3.1
VGT Vanguard Information Technology Index Fund 4.1 10 89 4.3 -3.3
FTEC Fidelity MSCI Information Technology Index ETF 4.1 8 91 4.3 -3.3
SXQG 6 Meridian Quality Growth ETF 4.0 100 -1 3.0 -4.6
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.0 58 41 4.1 -3.5
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 4.0 35 64 5.0 -2.7
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.0 35 64 4.4 -3.3
SPXT ProShares S&P 500 Ex-Technology ETF 4.0 27 72 4.8 -2.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.0 18 81 6.1 -1.5
JOET Virtus Terranova US Quality Momentum ETF 4.0 29 70 4.4 -3.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 4.0 2 97 4.7 -2.9
XOUT GraniteShares XOUT U.S. Large Cap ETF 4.0 60 39 4.1 -3.6
SPTM SPDR Portfolio Total Stock Market ETF 4.0 3 96 4.9 -2.7
IJJ iShares S&P Mid-Cap 400 Value ETF 4.0 18 81 6.6 -1.1
VOTE Engine No. 1 Transform 500 ETF 3.9 5 94 4.6 -3.1
MDYV SPDR S&P 400 Mid Cap Value ETF 3.9 15 84 6.6 -1.0
VV Vanguard Large-Cap Index Fund 3.9 4 95 4.6 -3.0
DFAU Dimensional US Core Equity Market ETF 3.9 12 87 4.9 -2.8
VONE Vanguard Russell 1000 ETF 3.9 8 91 4.6 -3.0
SDGA Impact Shares Sustainable Development Goals Global ETF 3.9 75 24 5.4 -2.2
CFA VictoryShares US 500 Volatility Weighted Index ETF 3.9 35 64 5.3 -2.3
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 3.9 35 64 5.3 -2.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.9 30 69 5.6 -2.0
SCHX Schwab U.S. Large-Cap ETF 3.9 3 96 4.6 -3.0
DVLU First Trust Dorsey Wright Momentum & Value ETF 3.9 60 39 9.5 +1.9
IWB iShares Russell 1000 ETF 3.9 15 84 4.6 -3.1
ILCB iShares Morningstar U.S. Equity ETF 3.8 3 96 4.6 -3.0
SUSL iShares ESG MSCI USA Leaders ETF 3.8 10 89 4.8 -2.8
SPLV Invesco S&P 500 Low Volatility ETF 3.8 25 74 5.5 -2.1
DFAC Dimensional U.S. Core Equity 2 ETF 3.8 19 80 5.1 -2.5
ADME Aptus Drawdown Managed Equity ETF 3.8 79 20 3.7 -3.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 3.8 10 89 4.8 -2.8
RXI iShares Global Consumer Discretionary ETF 3.8 46 53 3.9 -3.7
IYY iShares Dow Jones U.S. ETF 3.8 20 79 4.4 -3.2
SCHK Schwab 1000 Index ETF 3.8 5 94 4.6 -3.0
CATH Global X S&P 500 Catholic Values Custom ETF 3.7 29 70 4.5 -3.2
VTHR Vanguard Russell 3000 Index Fund 3.7 10 89 4.4 -3.2
PBUS Invesco PureBeta MSCI USA ETF 3.7 4 95 4.7 -3.0
DSTL Distillate US Fundamental Stability & Value ETF 3.6 39 60 7.0 -0.6
NULG Nuveen ESG Large-Cap Growth ETF 3.6 35 64 3.2 -4.5
TPHD Timothy Plan High Dividend Stock ETF 3.6 52 47 5.7 -1.9
JMIN JPMorgan U.S. Minimum Volatility ETF 3.6 12 87 5.5 -2.1
IDRV iShares Self-driving EV & Tech ETF 3.6 47 52 5.2 -2.5
IWV iShares Russell 3000 ETF 3.6 20 79 4.3 -3.3
AVUS Avantis U.S. Equity ETF 3.6 15 84 5.2 -2.4
TUSA First Trust Total US Market AlphaDEX ETF 3.6 70 29 5.6 -2.0
JHMS John Hancock Multifactor Consumer Staples ETF 3.6 40 59 5.6 -2.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 3.6 7 92 4.6 -3.0
QWLD SPDR MSCI World StrategicFactors ETF 3.6 30 69 5.4 -2.3
SCHB Schwab U.S. Broad Market ETF 3.6 3 96 4.5 -3.1
WOMN Impact Shares YWCA Women's Empowerment ETF 3.6 75 24 4.4 -3.2
ESGU iShares MSCI USA ESG Optimized ETF 3.6 15 84 4.6 -3.0
KRMA Global X Conscious Companies ETF 3.5 43 56 5.1 -2.5
VTI Vanguard Total Stock Market Index Fund 3.5 3 96 4.4 -3.2
PQLC PGIM QMA Strategic Alpha Large-Cap Core ETF 3.5 17 82 6.3 -1.3
MXDU Nationwide Maximum Diversification US Core Equity ETF 3.5 34 65 3.8 -3.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 3.5 3 96 4.4 -3.2
IXN iShares Global Tech ETF 3.5 46 53 4.0 -3.6
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 3.5 29 70 6.2 -1.5
PSJ Invesco Dynamic Software ETF 3.5 56 43 2.9 -4.7
SKYY First Trust Cloud Computing ETF 3.5 60 39 2.3 -5.4
IGV iShares Expanded Tech-Software ETF 3.5 46 53 2.1 -5.6
ENTR Entrepreneur 30 Fund 3.5 49 50 1.6 -6.0
WDIV SPDR Global Dividend ETF 3.5 40 59 8.5 +0.9
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 3.5 69 30 4.3 -3.4
FEX First Trust Large Cap Core AlphaDEX Fund 3.5 59 40 5.2 -2.4
JDIV JPMorgan U.S. Dividend ETF 3.4 12 87 7.1 -0.5
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 3.4 25 74 4.9 -2.8
HART IQ Healthy Hearts ETF 3.4 45 54 4.5 -3.2
PZLG Puzzle Mature Growth 3.4 10 89 3.8 -3.8
PEZ Invesco DWA Consumer Cyclicals Momentum ETF 3.4 60 39 2.5 -5.2
FEDX Emles Federal Contractors ETF 3.4 60 39 9.9 +2.3
ITA iShares U.S. Aerospace & Defense ETF 3.4 42 57 5.8 -1.8
XAR SPDR S&P Aerospace & Defense ETF 3.4 35 64 5.0 -2.6
ROKT SPDR S&P Kensho Final Frontiers ETF 3.4 45 54 4.6 -3.0
ARKX ARK Space Exploration & Innovation ETF 3.4 75 24 3.3 -4.3
DURA VanEck Vectors Morningstar Durable Dividend ETF 3.4 29 70 7.4 -0.2
PRNT The 3D Printing ETF 3.4 66 33 -2.0 -9.6
IMCV iShares Morningstar Mid-Cap Value ETF 3.4 6 93 6.3 -1.4
CWS AdvisorShares Focused Equity ETF 3.4 77 22 4.4 -3.2
FXD First Trust Consumer Discretionary AlphaDEX Fund 3.4 63 36 6.4 -1.3
DFNL Davis Select Financial ETF 3.4 64 35 6.3 -1.3
ABEQ Absolute Core Strategy ETF 3.4 88 11 4.4 -3.2
EZM WisdomTree U.S. MidCap Earnings Fund 3.4 38 61 7.6 -0.1
SHE SPDR SSGA Gender Diversity Index ETF 3.4 20 79 4.1 -3.5
SNPE Xtrackers S&P 500 ESG ETF 3.3 10 89 4.7 -2.9
EFIV SPDR S&P 500 ESG ETF 3.3 10 89 4.7 -2.9
LEGR First Trust Indxx Innovative Transaction & Process ETF 3.3 65 34 8.4 +0.8
MILN Global X Millennial Consumer ETF 3.3 50 49 2.2 -5.4
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 3.3 60 39 4.3 -3.3
MORT VanEck Vectors Mortgage REIT Income ETF 3.3 40 59 11.7 +4.1
REM iShares Mortgage Real Estate ETF 3.3 48 51 11.7 +4.1
CBTG Cabot Growth ETF 3.3 75 24 -1.3 -8.9
IGM iShares Expanded Tech Sector ETF 3.3 46 53 3.6 -4.0
CBSE Changebridge Capital Sustainable Equity ETF 3.3 85 14 -1.6 -9.2
EUSA iShares MSCI USA Equal Weighted ETF 3.3 15 84 4.9 -2.8
DGT SPDR Global Dow ETF 3.3 50 49 6.6 -1.0
SOXQ Invesco PHLX Semiconductor ETF 3.3 0 99 6.3 -1.4
FTXL First Trust Nasdaq Semiconductor ETF 3.3 60 39 6.0 -1.6
SOXX iShares PHLX Semiconductor ETF 3.3 46 53 5.6 -2.0
SMH VanEck Vectors Semiconductor ETF 3.3 35 64 5.4 -2.2
EKAR Innovation Shares NextGen Vehicles & Technology ETF 3.3 95 4 5.0 -2.6
QLV FlexShares US Quality Low Volatility Index Fund 3.2 22 77 4.3 -3.3
IAI iShares U.S. Broker-Dealers ETF 3.2 42 57 6.7 -0.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.2 24 75 5.9 -1.8
JEPI JPMorgan Equity Premium Income ETF 3.2 35 64 4.9 -2.7
SIZE iShares MSCI USA Size Factor ETF 3.2 15 84 4.7 -3.0
HIPR Direxion High Growth ETF 3.2 40 59 3.7 -4.0
PJP Invesco Dynamic Pharmaceuticals ETF 3.2 56 43 9.3 +1.6
IEIH iShares Evolved U.S. Innovative Healthcare ETF 3.2 18 81 4.5 -3.1
BBH VanEck Vectors Biotech ETF 3.2 35 64 4.1 -3.6
PBE Invesco Dynamic Biotechnology & Genome ETF 3.2 58 41 0.8 -6.8
IBBQ Invesco Nasdaq Biotechnology ETF 3.2 0 99 0.3 -7.3
IBB iShares NASDAQ Biotechnology ETF 3.2 46 53 0.2 -7.4
ESG FlexShares STOXX US ESG Impact Index Fund 3.2 32 67 4.8 -2.9
SRET Global X SuperDividend REIT ETF 3.2 58 41 9.5 +1.9
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 3.2 35 64 7.1 -0.5
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 3.2 37 62 7.1 -0.6
ADIV SmartETFs Asia Pacific Dividend Builder ETF 3.1 78 21 9.0 +1.4
FXG First Trust Consumer Staples AlphaDEX Fund 3.1 63 36 6.5 -1.1
SFY SoFi Select 500 ETF 3.1 0 99 4.5 -3.1
DIVO Amplify YieldShares CWP Dividend & Option Income ETF 3.1 55 44 4.7 -2.9
FNX First Trust Mid Cap Core AlphaDEX Fund 3.1 60 39 5.7 -2.0
GOAT VanEck Vectors Morningstar Global Wide Moat ETF 3.1 52 47 5.6 -2.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 3.1 15 84 4.7 -3.0
RNMC Mid Cap US Equity Select ETF 3.1 60 39 6.3 -1.3
PSET Principal Price Setters Index ETF 3.1 15 84 4.9 -2.7
AVDG AVDR US LargeCap ESG ETF 3.1 60 39 5.1 -2.5
RCD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 3.1 40 59 4.1 -3.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 3.0 20 79 4.7 -2.9
FMIL Fidelity New Millennium ETF 3.0 59 40 4.1 -3.5
SDG iShares Sustainable MSCI Global Impact ETF 3.0 49 50 7.1 -0.5
VEGN US Vegan Climate ETF 3.0 60 39 4.0 -3.6
IWS iShares Russell Mid-Cap Value ETF 3.0 24 75 5.6 -2.1
TPLC Timothy Plan US Large Cap Core ETF 3.0 52 47 4.7 -2.9
AIEQ AI Powered Equity ETF 3.0 80 19 0.8 -6.8
LUXE Emles Luxury Goods ETF 3.0 60 39 2.9 -4.8
RSP Invesco S&P 500 Equal Weight ETF 3.0 20 79 5.3 -2.3
META Roundhill Ball Metaverse ETF 3.0 75 24 3.0 -4.6
WBIY WBI Power Factor High Dividend ETF 3.0 70 29 8.4 +0.8
CIBR First Trust NASDAQ CEA Cybersecurity ETF 3.0 60 39 2.7 -4.9
RHS Invesco S&P 500 Equal Weight Consumer Staples ETF 2.9 40 59 6.2 -1.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.9 15 84 6.0 -1.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.9 49 50 3.9 -3.8
RVRS Reverse Cap Weighted U.S. Large Cap ETF 2.9 29 70 5.4 -2.2
HKND Humankind US Stock ETF 2.9 209 -110 3.9 -3.8
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 2.9 64 35 6.1 -1.5
XRT SPDR S&P Retail ETF 2.9 35 64 5.0 -2.6
FUNL CornerCap Fundametrics Large-Cap ETF 2.9 50 49 6.8 -0.9
FCPI Fidelity Stocks for Inflation ETF 2.9 29 70 7.2 -0.5
DRIV Global X Autonomous & Electric Vehicles ETF 2.9 68 31 4.6 -3.1
XSD SPDR S&P Semiconductor ETF 2.9 35 64 3.8 -3.9
RGI Invesco S&P 500 Equal Weight Industrials ETF 2.9 40 59 3.8 -3.8
GENY Principal Millennials Index ETF 2.9 45 54 5.1 -2.5
FBT First Trust NYSE Arca Biotechnology Index Fund 2.8 55 44 -1.2 -8.8
EQOP Natixis U.S. Equity Opportunities ETF 2.8 90 9 3.7 -3.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.8 75 24 3.0 -4.6
SPXN ProShares S&P 500 Ex-Financials ETF 2.8 27 72 4.5 -3.1
ESGV Vanguard ESG U.S. Stock ETF 2.8 12 87 4.6 -3.0
ETHO Etho Climate Leadership U.S. ETF 2.8 48 51 3.8 -3.8
SIXL 6 Meridian Low Beta Equity Strategy ETF 2.8 88 11 4.9 -2.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.8 9 90 4.9 -2.7
KNGS UPHOLDINGS Compound Kings ETF 2.8 60 39 3.1 -4.5
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.8 65 34 0.9 -6.7
ACTV LeaderShares Activist Leaders ETF 2.8 75 24 5.0 -2.7
FSMD Fidelity Small-Mid Factor ETF 2.8 29 70 6.4 -1.2
SPHQ Invesco S&P 500 Quality ETF 2.8 15 84 5.0 -2.6
PSM Principal U.S. Small-MidCap Multi-Factor Core Index ETF 2.8 20 79 0.0 -7.6
QYLD Global X NASDAQ 100 Covered Call ETF 2.7 60 39 3.6 -4.1
QRMI Global X NASDAQ 100 Risk Managed Income ETF 2.7 60 39 3.7 -3.9
QQQ Invesco QQQ Trust 2.7 20 79 3.9 -3.7
QQQM Invesco NASDAQ 100 ETF 2.7 15 84 3.9 -3.7
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 2.7 60 39 3.5 -4.1
DTN WisdomTree U.S. Dividend ex-Financials Fund 2.7 38 61 7.2 -0.4
LGBT LGBTQ + ESG100 ETF 2.7 75 24 0.0 -7.6
JMOM JPMorgan U.S. Momentum Factor ETF 2.7 12 87 3.9 -3.7
IETC iShares Evolved U.S. Technology ETF 2.7 18 81 3.8 -3.8
DIVS SmartETFs Dividend Builder ETF 2.7 65 34 5.5 -2.1
PDP Invesco DWA Momentum ETF 2.7 62 37 2.6 -5.1
XJH iShares ESG Screened S&P Mid-Cap ETF 2.7 12 87 5.7 -1.9
SUSA iShares MSCI USA ESG Select ETF 2.7 25 74 4.4 -3.2
QTR Global X NASDAQ 100 Tail Risk ETF 2.7 60 39 3.6 -4.0
NUSI Nationwide Risk-Managed Income ETF 2.7 68 31 3.6 -4.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.7 15 84 6.1 -1.6
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 2.7 50 49 2.7 -4.9
IQSU IQ Candriam ESG US Equity ETF 2.7 9 90 4.6 -3.0
TOK iShares MSCI Kokusai ETF 2.7 25 74 4.8 -2.9
QCLR Global X NASDAQ 100 Collar 95-110 ETF 2.7 60 39 3.6 -4.0
KOKU Xtrackers MSCI Kokusai Equity ETF 2.7 9 90 4.9 -2.7
IVOO Vanguard S&P Mid-Cap 400 ETF 2.6 10 89 5.7 -2.0
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 2.6 17 82 4.9 -2.7
SMDY Syntax Stratified MidCap ETF 2.6 35 64 5.2 -2.4
FEVR Inspire Faithward Large Cap Momentum ESG ETF 2.6 85 14 3.4 -4.2
IWY iShares Russell Top 200 Growth ETF 2.6 20 79 4.1 -3.6
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 2.6 30 69 9.3 +1.7
LVHD Legg Mason Low Volatility High Dividend ETF 2.6 27 72 6.7 -0.9
EWMC Invesco S&P MidCap 400 Equal Weight ETF 2.5 40 59 5.6 -2.1
PBS Invesco Dynamic Media ETF 2.5 63 36 -1.4 -9.0
PSC Principal U.S. Small Cap Index ETF 2.5 38 61 5.2 -2.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.5 9 90 5.2 -2.4
URTH iShares MSCI World ETF 2.5 24 75 4.9 -2.8
MDY SPDR S&P Midcap 400 ETF Trust 2.5 23 76 5.5 -2.2
IJH iShares Core S&P Mid-Cap ETF 2.5 5 94 5.6 -2.0
SPMD SPDR Portfolio Mid Cap ETF 2.5 5 94 5.6 -2.0
GDVD Principal Active Global Dividend Income ETF 2.5 58 41 0.0 -7.6
XT iShares Exponential Technologies ETF 2.5 47 52 4.7 -2.9
AGNG Global X Aging Population ETF 2.5 50 49 3.4 -4.2
USXF iShares ESG Advanced MSCI USA ETF 2.5 10 89 4.9 -2.8
ILCG iShares Morningstar Growth ETF 2.5 4 95 3.2 -4.4
XLV Health Care Select Sector SPDR Fund 2.5 12 87 7.0 -0.6
WKLY SoFi Weekly Dividend ETF 2.4 49 50 6.9 -0.7
ESGG FlexShares STOXX Global ESG Impact Index Fund 2.4 42 57 4.8 -2.9
IOO iShares Global 100 ETF 2.4 40 59 4.8 -2.9
IWR iShares Russell Midcap ETF 2.4 19 80 4.5 -3.1
VONG Vanguard Russell 1000 Growth Index Fund 2.4 8 91 3.9 -3.8
VOE Vanguard Mid-Cap Value Index Fund 2.4 7 92 6.0 -1.6
SQEW LeaderShares Equity Skew ETF 2.4 75 24 5.8 -1.8
IWF iShares Russell 1000 Growth ETF 2.4 19 80 3.7 -3.9
IMCB iShares Morningstar Mid-Cap ETF 2.4 4 95 4.6 -3.0
NXTG First Trust Indxx NextG ETF 2.4 70 29 5.3 -2.3
JHMM John Hancock Multifactor Mid Cap ETF 2.4 42 57 4.9 -2.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.4 4 95 4.6 -3.0
SPVM Invesco S&P 500 Value with Momentum ETF 2.3 39 60 7.3 -0.3
IYH iShares U.S. Healthcare ETF 2.3 43 56 6.0 -1.7
IDAT iShares Cloud 5G and Tech ETF 2.3 47 52 4.3 -3.3
IEME iShares Evolved U.S. Media & Entertainment ETF 2.3 18 81 5.2 -2.4
ACWI iShares MSCI ACWI ETF 2.2 32 67 5.1 -2.5
LOWC SPDR MSCI ACWI Low Carbon Target ETF 2.2 20 79 5.3 -2.4
VRAI Virtus Real Asset Income ETF 2.2 55 44 6.6 -1.0
VNMC Natixis Vaughan Nelson Mid Cap ETF 2.2 85 14 6.1 -1.5
SUBZ Roundhill Streaming Services & Technology ETF 2.2 75 24 -1.3 -8.9
EQAL Invesco Russell 1000 Equal Weight ETF 2.2 20 79 5.2 -2.5
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 2.2 60 39 5.9 -1.7
VBR Vanguard Small Cap Value Index Fund 2.2 7 92 6.5 -1.2
MOTO SmartETFs Smart Transportation & Technology ETF 2.2 68 31 5.4 -2.2
SFYF SoFi 50 ETF 2.2 29 70 -1.0 -8.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.1 20 79 5.2 -2.4
JHMI John Hancock Multifactor Industrials ETF 2.1 40 59 5.2 -2.4
FPX First Trust US IPO Index Fund 2.1 57 42 1.3 -6.3
IYZ iShares U.S. Telecommunications ETF 2.1 42 57 6.7 -0.9
VHT Vanguard Health Care Index Fund 2.1 10 89 5.3 -2.3
HDV iShares Core High Dividend ETF 2.1 8 91 7.0 -0.6
HLAL Wahed FTSE USA Shariah ETF 2.0 50 49 4.3 -3.3
FHLC Fidelity MSCI Health Care Index ETF 2.0 8 91 5.2 -2.4
VT Vanguard Total World Stock ETF 2.0 8 91 5.3 -2.3
GVIP Goldman Sachs Hedge Industry VIP ETF 2.0 45 54 3.6 -4.0
XDAT Franklin Exponential Data ETF 2.0 50 49 1.4 -6.2
GK AdvisorShares Gerber Kawasaki ETF 2.0 81 18 2.5 -5.2
PEXL Pacer US Export Leaders ETF 1.9 60 39 4.0 -3.6
VTRN Victory Portfolios II VictoryShares Top Veteran Employers ET 1.9 60 39 6.8 -0.8
XLI Industrial Select Sector SPDR Fund 1.9 12 87 5.0 -2.6
VOOG Vanguard S&P 500 Growth ETF 1.9 10 89 4.1 -3.5
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.9 49 50 3.9 -3.7
BOSS Global X Founder-Run Companies ETF 1.9 45 54 2.6 -5.1
SPYG SPDR Portfolio S&P 500 Growth ETF 1.9 4 95 4.1 -3.5
IVW iShares S&P 500 Growth ETF 1.9 18 81 4.0 -3.6
BLOK Amplify Transformational Data Sharing ETF 1.9 70 29 0.5 -7.1
NUMV Nuveen ESG Mid-Cap Value ETF 1.8 40 59 6.3 -1.3
STLG iShares Factors US Growth Style ETF 1.8 25 74 5.4 -2.2
DIV Global X SuperDividend US ETF 1.8 45 54 6.8 -0.9
GCOW Pacer Global High Dividend ETF 1.8 60 39 10.0 +2.4
IUSG iShares Core S&P US Growth ETF 1.8 4 95 4.1 -3.5
SCHM Schwab U.S. Mid-Cap ETF 1.8 4 95 5.1 -2.6
VETS Pacer Military Times Best Employers ETF 1.8 60 39 0.0 -7.6
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.8 60 39 3.6 -4.0
DVY iShares Select Dividend ETF 1.8 39 60 7.7 +0.0
YLDE ClearBridge Dividend Strategy ESG ETF 1.8 60 39 4.5 -3.1
FDMO Fidelity Momentum Factor ETF 1.8 29 70 4.4 -3.2
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 1.8 68 31 3.7 -3.9
SPDV AAM S&P 500 High Dividend Value ETF 1.8 29 70 8.4 +0.8
XWEB SPDR S&P Internet ETF 1.8 35 64 -0.1 -7.7
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 1.8 21 78 3.1 -4.5
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 1.8 70 29 3.3 -4.4
BBP BioShares Biotechnology Products Fund 1.7 79 20 -1.7 -9.3
SFYX Sofi Next 500 ETF 1.7 0 99 4.7 -2.9
IXJ iShares Global Healthcare ETF 1.7 46 53 6.1 -1.5
YPS Arrow Reverse Cap 500 ETF 1.7 29 70 5.4 -2.2
ROOF IQ US Real Estate Small Cap ETF 1.7 70 29 8.3 +0.7
FTC First Trust Large Cap Growth AlphaDEX Fund 1.7 60 39 2.7 -4.9
LVOL American Century Low Volatility ETF 1.6 29 70 4.5 -3.2
IYK iShares U.S. Consumer Goods ETF 1.6 43 56 5.9 -1.7
VAMO Cambria Value & Momentum ETF 1.6 63 36 5.8 -1.9
FITE SPDR Kensho Future Security ETF 1.6 45 54 2.7 -4.9
VO Vanguard Mid-Cap Index Fund 1.6 4 95 4.2 -3.4
RYH Invesco S&P 500 Equal Weight Health Care ETF 1.6 40 59 6.6 -1.1
JSTC Adasina Social Justice All Cap Global ETF 1.6 89 10 4.4 -3.2
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 1.6 75 24 5.0 -2.6
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.6 35 64 5.4 -2.2
IYJ iShares U.S. Industrials ETF 1.6 42 57 4.8 -2.8
TMDV ProShares Russell US Dividend Growers ETF 1.6 36 63 5.2 -2.4
GBDV Global Beta Smart Income ETF 1.6 29 70 9.1 +1.4
FDN First Trust Dow Jones Internet Index Fund 1.5 51 48 1.8 -5.9
JHMH John Hancock Multifactor Healthcare ETF 1.5 40 59 5.8 -1.8
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 1.5 30 69 6.6 -1.0
SDY SPDR S&P Dividend ETF 1.5 35 64 6.0 -1.6
XLP Consumer Staples Select Sector SPDR Fund 1.5 12 87 5.4 -2.2
VDC Vanguard Consumer Staples Index Fund 1.5 10 89 5.4 -2.2
BFOR Barron's 400 ETF 1.5 70 29 6.3 -1.4
VUG Vanguard Growth Index Fund 1.5 4 95 3.5 -4.1
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 1.5 20 79 3.7 -3.9
SHLD Victoryshares Protect America ETF 1.5 60 39 6.9 -0.7
FIDU Fidelity MSCI Industrials Index ETF 1.5 8 91 5.1 -2.6
MMLG First Trust Multi-Manager Large Growth ETF 1.5 85 14 1.5 -6.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.5 65 34 3.1 -4.5
PWC Invesco Dynamic Market ETF 1.5 58 41 5.3 -2.4
MGK Vanguard Mega Cap Growth ETF 1.5 7 92 3.8 -3.8
SQLV Legg Mason Small-Cap Quality Value 1.5 62 37 6.8 -0.9
FSTA Fidelity MSCI Consumer Staples Index ETF 1.5 8 91 5.4 -2.2
IWP iShares Russell Mid-Cap Growth ETF 1.5 24 75 2.6 -5.0
RDIV Invesco S&P Ultra Dividend Revenue ETF 1.4 39 60 9.2 +1.5
DFAT Dimensional U.S. Targeted Value ETF 1.4 34 65 6.3 -1.3
ISMD Inspire Small/Mid Cap Impact ETF 1.4 57 42 4.7 -2.9
VB Vanguard Small-Cap ETF 1.4 5 94 4.6 -3.0
GURU Global X Guru Index ETF 1.4 75 24 2.8 -4.8
IMCG iShares Morningstar Mid-Cap Growth ETF 1.4 6 93 3.0 -4.6
DBLV AdvisorShares DoubleLine Value Equity ETF 1.4 91 8 5.3 -2.3
VIS Vanguard Industrials Index Fund 1.4 10 89 4.7 -2.9
NUSC Nuveen ESG Small-Cap ETF 1.4 40 59 3.9 -3.7
FBCG Fidelity Blue Chip Growth ETF 1.4 59 40 1.8 -5.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.4 7 92 3.7 -3.9
FDG American Century Focused Dynamic Growth ETF 1.3 45 54 2.1 -5.5
QTUM Defiance Quantum ETF 1.3 40 59 4.9 -2.7
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 1.3 38 61 7.4 -0.3
HACK ETFMG Prime Cyber Security ETF 1.3 60 39 2.6 -5.1
SMMD iShares Russell 2500 ETF 1.3 15 84 4.9 -2.7
FYT First Trust Small Cap Value AlphaDEX Fund 1.3 72 27 8.0 +0.4
WGRO WisdomTree U.S. Growth & Momentum Fund 1.3 55 44 4.3 -3.3
BLDG Cambria Global Real Estate ETF 1.2 59 40 6.4 -1.2
ROSC Hartford Multifactor Small Cap ETF 1.2 34 65 7.6 -0.0
KOMP SPDR Kensho New Economies Composite ETF 1.2 20 79 1.5 -6.1
HOMZ Hoya Capital Housing ETF 1.1 30 69 7.0 -0.7
ISCV iShares Morningstar Small Cap Value ETF 1.1 6 93 5.6 -2.1
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.1 59 40 10.8 +3.2
HAIL SPDR S&P Kensho Smart Mobility ETF 1.1 45 54 3.5 -4.2
FSST Fidelity Sustainability U.S. Equity ETF 1.1 59 40 4.7 -2.9
DHS WisdomTree U.S. High Dividend Fund 1.1 38 61 8.0 +0.4
VXF Vanguard Extended Market Index Fund 1.1 6 93 2.5 -5.2
IYG iShares US Financial Services ETF 1.1 42 57 5.7 -1.9
WDNA WisdomTree BioRevolution Fund 1.1 45 54 -3.3 -11.0
SDIV Global X SuperDividend ETF 1.1 59 40 15.2 +7.6
SLT Pacer Salt High truBeta US Market ETF 1.1 60 39 4.5 -3.1
JHSC John Hancock Multifactor Small Cap ETF 1.0 42 57 5.0 -2.6
RYJ Invesco Raymond James SB-1 Equity ETF 1.0 76 23 3.0 -4.6
EXI iShares Global Industrials ETF 1.0 46 53 4.9 -2.8
IQM Franklin Intelligent Machines ETF 1.0 50 49 2.2 -5.4
OSCV Opus Small Cap Value Plus ETF 1.0 79 20 3.9 -3.8
RPG Invesco S&P 500 Pure Growth ETF 1.0 35 64 3.2 -4.5
BNE Blue Horizon BNE ETF 1.0 87 12 1.8 -5.8
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.0 64 35 5.4 -2.2
MVPS Amplify Thematic All-Stars ETF 1.0 49 50 1.6 -6.0
IYR iShares U.S. Real Estate ETF 1.0 42 57 4.9 -2.8
DES WisdomTree U.S. SmallCap Dividend Fund 0.9 38 61 6.7 -0.9
BIBL Inspire ETF 0.9 35 64 4.6 -3.1
ANEW ProShares MSCI Transformational Changes ETF 0.9 45 54 2.8 -4.8
SMDV ProShares Russell 2000 Dividend Growers ETF 0.9 41 58 5.9 -1.8
GQRE FlexShares Global Quality Real Estate Index Fund 0.9 45 54 5.4 -2.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.9 63 36 2.3 -5.3
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 0.9 47 52 0.8 -6.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.9 15 84 4.5 -3.1
VOT Vanguard Mid-Cap Growth Index Fund 0.9 7 92 2.7 -5.0
JHCS John Hancock Multifactor Media & Communications ETF 0.9 40 59 5.2 -2.4
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 0.9 17 82 4.1 -3.5
IJK iShares S&P Mid-Cap 400 Growth ETF 0.9 17 82 4.4 -3.2
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.9 15 84 4.4 -3.2
VIRS Pacer BioThreat Strategy ETF 0.8 70 29 5.2 -2.4
PSCF Invesco S&P SmallCap Financials ETF 0.8 29 70 8.3 +0.7
GBLD Invesco MSCI Green Building ETF 0.8 39 60 7.1 -0.5
VFLQ Vanguard U.S. Liquidity Factor ETF 0.8 13 86 2.9 -4.7
RNSC Small Cap US Equity Select ETF 0.8 60 39 6.3 -1.3
PBSM Invesco PureBeta MSCI USA Small Cap ETF 0.8 6 93 4.2 -3.4
IUSS Invesco Strategic US Small Company ETF 0.8 23 76 4.6 -3.0
BKSE BNY Mellon US Small Cap Core Equity ETF 0.8 4 95 4.0 -3.6
XBI SPDR S&P BIOTECH ETF 0.8 35 64 -2.4 -10.0
CSB VictoryShares US Small Cap High Dividend Volatility Wtd Idx 0.8 35 64 7.3 -0.3
RWR SPDR Dow Jones REIT ETF 0.7 25 74 5.1 -2.5
GAMR ETFMG Video Game Tech ETF 0.7 75 24 4.0 -3.6
BLES Inspire Global Hope Large Cap ETF 0.7 52 47 5.2 -2.5
PNQI Invesco NASDAQ Internet ETF 0.7 60 39 1.4 -6.3
KXI iShares Global Consumer Staples ETF 0.7 46 53 5.2 -2.5
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.7 24 75 6.0 -1.6
AVUV Avantis U.S. Small Cap Value ETF 0.7 25 74 6.6 -1.0
MAGA Point Bridge GOP Stock Tracker ETF 0.7 72 27 4.7 -3.0
FCOM Fidelity MSCI Telecommunication Services Index ETF 0.7 8 91 4.1 -3.5
XSLV Invesco S&P SmallCap Low Volatility ETF 0.7 25 74 5.9 -1.7
NUMG Nuveen ESG Mid-Cap Growth ETF 0.7 40 59 2.4 -5.2
IVLC Invesco US Large Cap Core ESG ETF 0.7 48 51 4.3 -3.4
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 0.7 11 88 5.2 -2.5
QGRO American Century STOXX U.S. Quality Growth ETF 0.6 29 70 3.5 -4.1
FRI First Trust S&P REIT Index Fund 0.6 50 49 4.7 -2.9
USRT iShares Core U.S. REIT ETF 0.6 8 91 5.3 -2.3
FYX First Trust Small Cap Core AlphaDEX Fund 0.6 63 36 5.9 -1.8
BUZZ VanEck Vectors Social Sentiment ETF 0.6 75 24 1.1 -6.5
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.6 12 87 5.6 -2.1
VOX Vanguard Telecommunication Services Index Fund 0.6 10 89 4.0 -3.7
XSW SPDR S&P Software & Services ETF 0.6 35 64 3.2 -4.4
JSML Janus Henderson Small Cap Growth Alpha ETF 0.6 30 69 5.6 -2.0
ISCB iShares Morningstar Small-Cap ETF 0.6 4 95 3.0 -4.6
FREL Fidelity MSCI Real Estate Index ETF 0.5 9 91 5.0 -2.6
CSML IQ Chaikin U.S. Small Cap ETF 0.5 35 64 2.5 -5.1
CZA Invesco Zacks Mid-Cap ETF 0.5 69 30 5.4 -2.3
SCHG Schwab U.S. Large-Cap Growth ETF 0.5 4 95 3.3 -4.3
SCHH Schwab U.S. REIT ETF 0.5 7 92 5.0 -2.7
SCHA Schwab U.S. Small-Cap ETF 0.5 4 95 3.9 -3.7
DEW WisdomTree Global High Dividend Fund 0.5 58 41 8.4 +0.8
FFTY Innovator IBD 50 ETF 0.5 80 19 0.7 -7.0
DFAS Dimensional U.S. Small Cap ETF 0.5 34 65 5.0 -2.6
RWO SPDR Dow Jones Global Real Estate ETF 0.5 50 49 4.9 -2.8
OGIG O'Shares Global Internet Giants ETF 0.5 48 51 0.4 -7.2
VNQ Vanguard REIT Index Fund 0.4 12 87 5.1 -2.6
REET iShares Global REIT ETF 0.4 14 85 5.2 -2.4
ERTH Invesco MSCI Sustainable Future ETF 0.4 58 41 4.3 -3.3
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.4 15 84 6.8 -0.8
IJS iShares S&P Small-cap 600 Value ETF 0.4 18 81 6.8 -0.9
IPO Renaissance IPO ETF 0.4 60 39 -2.1 -9.7
SLYV SPDR S&P 600 Small Cap Value ETF 0.4 15 84 6.8 -0.8
FFR First Trust FTSE EPRA/NAREIT Developed Markets Real Estate 0.4 60 39 5.0 -2.6
FXH First Trust Health Care AlphaDEX Fund 0.4 61 38 5.1 -2.5
VBK Vanguard Small-Cap Growth Index Fund 0.4 7 92 1.9 -5.8
AFSM First Trust Active Factor Small Cap ETF 0.4 77 22 5.6 -2.0
LRGE ClearBridge Large Cap Growth ESG ETF 0.4 59 40 3.0 -4.6
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.4 39 60 3.9 -3.7
FDWM Fidelity Women's Leadership ETF 0.3 59 40 4.7 -2.9
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.3 25 74 5.3 -2.3
SMLE Xtrackers S&P SmallCap 600 ESG ETF 0.3 15 84 6.1 -1.5
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 0.3 35 64 5.3 -2.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.3 29 70 5.2 -2.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.3 70 29 2.0 -5.6
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.2 15 84 6.2 -1.4
XJR iShares ESG Screened S&P Small-Cap ETF 0.2 12 87 5.9 -1.8
VTWV Vanguard Russell 2000 Value Index Fund 0.2 15 84 4.0 -3.6
IWN iShares Russell 2000 Value ETF 0.2 24 75 3.7 -3.9
VIOO Vanguard S&P Small-Cap 600 ETF 0.2 10 89 6.0 -1.7
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.2 5 94 6.0 -1.6
IJR iShares Core S&P Small Cap ETF 0.2 6 93 6.0 -1.6
SLY SPDR S&P 600 Small Cap ETF 0.2 15 84 5.9 -1.7
KLDW Gavekal Knowledge Leaders Developed World ETF 0.2 75 24 3.9 -3.8
PPTY PPTY-U.S. Diversified Real Estate ETF 0.2 49 50 4.7 -2.9
IEHS iShares Evolved U.S. Healthcare Staples ETF 0.2 18 81 4.9 -2.7
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.2 35 64 6.5 -1.1
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.2 35 64 6.4 -1.2
FPRO Fidelity Real Estate Investment ETF 0.2 59 40 4.1 -3.5
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 47 6.1 -1.6
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 0.2 40 59 5.5 -2.1
VTWO Vanguard Russell 2000 Index Fund 0.1 10 89 2.3 -5.3
IWM iShares Russell 2000 ETF 0.1 19 80 2.1 -5.6
SSLY Syntax Stratified SmallCap ETF 0.1 40 59 5.2 -2.5
PQSG PGIM QMA Strategic Alpha Small-Cap Growth ETF 0.1 29 70 2.3 -5.4
FDL First Trust Morningstar Dividend Leaders Index Fund 0.1 45 54 8.0 +0.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.1 9 90 3.3 -4.4
EES WisdomTree SmallCap Earnings Fund 0.1 38 61 7.9 +0.3
PQSV PGIM QMA Strategic Alpha Small-Cap Value ETF 0.1 29 70 1.6 -6.0
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.1 39 60 4.7 -3.0
VTWG Vanguard Russell 2000 Growth Index Fund 0.1 15 84 0.4 -7.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.1 47 52 5.5 -2.2
IWO iShares Russell 2000 Growth ETF 0.1 24 75 0.2 -7.5
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.1 39 60 6.2 -1.4
IECS iShares Evolved U.S. Consumer Staples ETF 0.0 18 81 5.5 -2.1

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

  2016 2017 2018 2019 2020 2021E 2022E
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
  2020 2021E 2022E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
Leadershares Alphafactor Tactical Focused 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 17.5 %
Divided by: Fwd. P/BV 2.0 x
Less: Expense ratio 99 bp
Equals: ALTAR Score 7.6 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

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

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

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

 

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