Monarch Blue Chips Core ETF
ALTAR
Score™
4.1% info Recommen-
dation
AVOID
2022E    2023E
P/E
ratio
22.8x P/Sales
ratio
3.8x
P/BV
ratio
5.1x Div.
yield
1.0%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
MBCC tracks an equal-weighted index of companies selected from the S&P 500 Index that are perceived to be fundamentally sound.

FUND BASICS
Category US Equities
Fund Sponsor Kingsview Partners LLC
Website www.monarchfunds.com/blue-chips-core-etf
Inception date Mar 23, 2021
Assets (mns) $26
Currency USD
Expense ratio 125 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 24
Wgt avg mkt cap (mns) $540,129
Large cap (>$10bn) 100.0%
Mid cap ($2-10bn) 0.0%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
SALESFORCE.COM INC 4.7 %
COSTCO WHOLESALE CORP 4.4 %
JOHNSON & JOHNSON 4.3 %
PEPSICO INC 4.3 %
ELI LILLY & CO 4.3 %
ACCENTURE PLC-CL A 4.2 %
AMERICAN TOWER CORP-CL A 4.2 %
WAL-MART STORES INC 4.2 %
MICROSOFT CORP 4.2 %
UNITEDHEALTH GROUP INC 4.2 %
Total 43.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 95.4 %
IRELAND 4.1 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-12.6% -- -- -- -12.6%

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

Technical Indicators
Recent close $22.47
30d moving avg. $22.93
Annualized volatility 0.0%
Short interest (ETF) 0.0%
Relative strength (RSI) 48

Liquidity measures
Avg. volume (thou.) 8
Turnover 0.7%
Bid/Ask (% of price) 0.12%
ADV underlying (mns) $69,214

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 689 potential alternatives to the Monarch Blue Chips Core ETF ETF based on the alternatives' overlap in portfolio holdings with MBCC. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: MBCC Expense: 125 bp ALTAR Score™: 4.1%


ALTERNATIVE ETFs BASED ON OVERLAP WITH MBCC
Ticker Fund
Name
Overlap1
vs MBCC
(%)
Expense
ratio
(bp)
Savings
vs MBCC
(bp)
ALTAR
Score™
(%)
ALTAR
vs MBCC
(%)
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 43.3 12 113 6.8 +2.8
PWB Invesco Dynamic Large Cap Growth ETF 40.2 56 69 5.0 +1.0
SDEP SFP Core Equity Strategy 39.8 0 125 7.2 +3.2
PZLG Puzzle Mature Growth 38.4 10 115 4.9 +0.8
SPQQ Siren Large Cap Blend Index ETF 37.6 20 105 0.0 -4.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 36.2 50 75 6.2 +2.1
AQGX AI Quality Growth ETF 35.1 97 28 5.3 +1.2
TECB iShares US Tech Breakthrough Multisector ETF 32.1 40 85 6.0 +1.9
XLG Invesco S&P 500 Top 50 ETF 32.0 20 105 5.8 +1.8
LRGE ClearBridge Large Cap Growth ESG ETF 31.7 59 66 4.5 +0.5
BKUS BNY Mellon Sustainable US Equity ETF 30.9 60 65 5.5 +1.5
OEF iShares S&P 100 ETF 30.0 20 105 6.2 +2.2
XPND First Trust Expanded Technology ETF 29.6 65 60 6.3 +2.2
ZECP Zacks Earnings Consistent Portfolio ETF 29.3 55 70 6.3 +2.3
QUAL iShares MSCI Usa Quality Factor ETF 29.2 15 110 6.7 +2.7
SPHQ Invesco S&P 500 Quality ETF 29.2 15 110 7.6 +3.5
XLK Technology Select Sector SPDR Fund 28.9 10 115 6.5 +2.4
RUFF Alpha Dog ETF 28.7 90 35 5.4 +1.3
SXQG 6 Meridian Quality Growth ETF 28.5 100 25 5.7 +1.6
OUSA O'Shares FTSE US Quality Dividend ETF 28.0 48 77 7.3 +3.3
NACP Impact Shares NAACP Minority Empowerment ETF 28.0 49 76 6.4 +2.3
VIRS Pacer BioThreat Strategy ETF 27.9 70 55 7.6 +3.5
VIG Vanguard Dividend Appreciation Index Fund 27.8 6 119 6.7 +2.7
DJIA Global X Dow 30 Covered Call ETF 27.8 60 65 6.5 +2.5
AVDG AVDR US LargeCap ESG ETF 27.7 60 65 6.1 +2.1
DIA SPDR Dow Jones Industrial Average ETF Trust 27.4 16 109 7.1 +3.0
IGM iShares Expanded Tech Sector ETF 27.2 43 82 5.9 +1.8
WOMN Impact Shares YWCA Women's Empowerment ETF 26.9 75 50 6.5 +2.5
ECOZ TrueMark ESG Active Opportunities ETF 26.8 58 67 5.3 +1.2
ESG FlexShares STOXX US ESG Impact Index Fund 26.6 32 93 6.4 +2.3
TMFC Motley Fool 100 Index ETF 26.6 50 75 5.0 +0.9
EDOW First Trust Dow 30 Equal Weight ETF 26.6 50 75 7.5 +3.4
FTEC Fidelity MSCI Information Technology Index ETF 26.5 8 117 6.2 +2.1
IVLC Invesco US Large Cap Core ESG ETF 26.5 48 77 6.2 +2.1
MGK Vanguard Mega Cap Growth ETF 26.4 7 118 5.5 +1.5
VGT Vanguard Information Technology Index Fund 26.3 10 115 6.2 +2.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 26.3 30 95 7.4 +3.3
IWY iShares Russell Top 200 Growth ETF 25.9 20 105 6.2 +2.1
IWL iShares Russell Top 200 ETF 25.9 15 110 6.3 +2.2
IQSU IQ Candriam ESG US Equity ETF 25.7 9 116 6.4 +2.3
GFGF Guru Favorite Stocks ETF 25.7 65 60 7.0 +2.9
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 25.6 45 80 6.3 +2.2
IXN iShares Global Tech ETF 25.4 43 82 5.9 +1.8
SCHG Schwab U.S. Large-Cap Growth ETF 25.4 4 121 5.0 +0.9
ADME Aptus Drawdown Managed Equity ETF 25.3 79 46 5.3 +1.2
MGC Vanguard Mega Cap Index Fund 25.3 7 118 6.3 +2.3
BKLC BNY Mellon US Large Cap Core Equity ETF 25.1 0 125 6.4 +2.3
QUS SPDR MSCI USA StrategicFactors ETF 24.9 15 110 6.8 +2.8
XOUT GraniteShares XOUT U.S. Large Cap ETF 24.8 60 65 5.8 +1.8
JCTR JPMorgan Carbon Transition U.S. Equity ETF 24.8 15 110 6.5 +2.4
DUHP Dimensional US High Profitability ETF 24.6 22 103 8.6 +4.6
VDNI V-Shares US Leadership Diversity ETF 24.6 29 96 6.7 +2.6
DGRW WisdomTree U.S. Quality Dividend Growth Fund 24.6 28 97 7.4 +3.3
QLV FlexShares US Quality Low Volatility Index Fund 24.6 22 103 5.8 +1.8
CACG ClearBridge All Cap Growth ETF 24.6 53 72 4.6 +0.5
SPXN ProShares S&P 500 Ex-Financials ETF 24.5 27 98 6.1 +2.1
CCOR Core Alternative ETF 24.5 109 16 5.0 +0.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 24.4 20 105 6.3 +2.3
PFM Invesco Dividend Achievers ETF 24.4 53 72 6.6 +2.5
DIVO Amplify YieldShares CWP Dividend & Option Income ETF 24.3 55 70 6.4 +2.4
XLV Health Care Select Sector SPDR Fund 24.2 10 115 7.9 +3.9
VOOG Vanguard S&P 500 Growth ETF 24.2 10 115 6.1 +2.0
IVW iShares S&P 500 Growth ETF 24.2 18 107 6.0 +1.9
SPMV Invesco S&P 500 Minimum Variance ETF 24.1 10 115 5.9 +1.8
SPYG SPDR Portfolio S&P 500 Growth ETF 24.1 4 121 6.1 +2.1
IYH iShares U.S. Healthcare ETF 23.9 43 82 7.0 +2.9
EQWL Invesco Russell Top 200 Equal Weight ETF 23.9 25 100 7.6 +3.5
AIQ Global X Future Analytics Tech ETF 23.8 68 57 5.5 +1.4
VUG Vanguard Growth Index Fund 23.8 4 121 5.3 +1.2
IETC iShares Evolved U.S. Technology ETF 23.7 18 107 5.7 +1.7
QVML Invesco S&P 500 QVM Multi-factor ETF 23.7 11 114 6.9 +2.8
NULG Nuveen ESG Large-Cap Growth ETF 23.6 25 100 5.2 +1.1
ANEW ProShares MSCI Transformational Changes ETF 23.6 45 80 4.3 +0.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 23.5 19 106 7.3 +3.2
LIV Emles (a)Home ETF 23.5 49 76 5.9 +1.8
QQMG Invesco ESG NASDAQ 100 ETF 23.3 20 105 6.3 +2.3
SPXE ProShares S&P 500 Ex-Energy ETF 23.3 27 98 6.4 +2.3
IUSG iShares Core S&P US Growth ETF 23.2 4 121 6.2 +2.1
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 23.2 20 105 6.4 +2.3
XYLD Global X S&P 500 Covered Call ETF 23.2 60 65 5.6 +1.5
ILCG iShares Morningstar Growth ETF 23.2 4 121 4.9 +0.8
VHT Vanguard Health Care Index Fund 23.1 10 115 6.3 +2.3
FHLC Fidelity MSCI Health Care Index ETF 23.1 8 117 6.3 +2.2
IVSG Invesco Select Growth ETF 23.1 48 77 5.3 +1.2
VONG Vanguard Russell 1000 Growth Index Fund 23.0 8 117 6.0 +2.0
IWF iShares Russell 1000 Growth ETF 23.0 19 106 5.9 +1.8
XRMI Global X S&P 500 Risk Managed Income ETF 22.9 60 65 5.6 +1.6
XYLG Global X S&P 500 Covered Call & Growth ETF 22.9 60 65 5.8 +1.7
EFIV SPDR S&P 500 ESG ETF 22.8 10 115 6.6 +2.5
VEGN US Vegan Climate ETF 22.8 60 65 6.1 +2.0
SNPE Xtrackers S&P 500 ESG ETF 22.8 10 115 6.6 +2.6
XNTK SPDR NYSE Technology ETF 22.8 35 90 6.0 +2.0
QDEF FlexShares Quality Dividend Defensive Index Fund 22.7 37 88 7.3 +3.3
SPY SPDR S&P 500 ETF Trust 22.7 9 116 6.4 +2.4
IVV iShares Core S&P 500 ETF 22.7 3 122 6.5 +2.4
PBP Invesco S&P 500 BuyWrite ETF 22.7 49 76 5.7 +1.6
ACVF American Conservative Values ETF 22.6 75 50 5.6 +1.6
SPLG SPDR Portfolio S&P 500 ETF 22.6 3 122 6.5 +2.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 22.6 7 118 6.3 +2.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 22.6 14 111 6.4 +2.4
XTR Global X S&P 500 Tail Risk ETF 22.6 60 65 5.7 +1.7
VOO VANGUARD S&P 500 ETF 22.6 3 122 6.5 +2.4
XCLR Global X S&P 500 Collar 95-110 ETF 22.6 60 65 5.4 +1.4
LGBT LGBTQ + ESG100 ETF 22.6 75 50 0.0 -4.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 22.5 10 115 6.0 +2.0
MMLG First Trust Multi-Manager Large Growth ETF 22.5 85 40 2.9 -1.2
SUSL iShares ESG MSCI USA Leaders ETF 22.4 10 115 6.4 +2.3
VOTE Engine No. 1 Transform 500 ETF 22.4 5 120 6.3 +2.3
XVOL Acruence Active Hedge U.S. Equity ETF 22.4 83 42 5.7 +1.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 22.4 10 115 6.4 +2.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 22.3 49 76 5.7 +1.6
VV Vanguard Large-Cap Index Fund 22.3 4 121 6.3 +2.3
VSLU Applied Finance Valuation Large Cap ETF 22.3 49 76 8.0 +3.9
FTHI First Trust High Income ETF 22.3 85 40 4.3 +0.3
MTUM iShares MSCI USA Momentum Factor ETF 22.2 15 110 5.9 +1.8
LRGF iShares Edge MSCI Multifactor USA ETF 22.2 20 105 9.0 +4.9
YLDE ClearBridge Dividend Strategy ESG ETF 22.1 60 65 6.3 +2.2
PBUS Invesco PureBeta MSCI USA ETF 22.0 4 121 6.4 +2.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 21.9 2 123 6.4 +2.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 21.8 12 113 6.0 +2.0
RAFE PIMCO RAFI ESG U.S. ETF 21.8 30 95 8.8 +4.8
USXF iShares ESG Advanced MSCI USA ETF 21.7 10 115 6.3 +2.2
XVV iShares ESG Screened S&P 500 ETF 21.7 8 117 6.5 +2.4
SCHX Schwab U.S. Large-Cap ETF 21.7 3 122 6.4 +2.3
QDF FlexShares Quality Dividend Index Fund 21.6 37 88 7.8 +3.8
ILCB iShares Morningstar U.S. Equity ETF 21.6 3 122 6.4 +2.3
ACIO Aptus Collared Income Opportunity ETF 21.5 79 46 5.5 +1.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 21.5 10 115 5.9 +1.9
SPTM SPDR Portfolio Total Stock Market ETF 21.4 3 122 6.6 +2.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 21.4 15 110 6.3 +2.2
QLC FlexShares US Quality Large Cap Index Fund 21.4 32 93 7.2 +3.2
IWB iShares Russell 1000 ETF 21.4 15 110 6.3 +2.3
ESGU iShares MSCI USA ESG Optimized ETF 21.3 15 110 6.3 +2.3
VONE Vanguard Russell 1000 ETF 21.3 8 117 6.4 +2.4
LRND IQ U.S. Large Cap R&D Leaders ETF 21.3 14 111 8.0 +3.9
SCHK Schwab 1000 Index ETF 21.3 5 120 6.4 +2.3
JHMT John Hancock Multifactor Technology ETF 21.1 40 85 7.0 +2.9
IYY iShares Dow Jones U.S. ETF 21.1 20 105 6.2 +2.1
QYLD Global X NASDAQ 100 Covered Call ETF 21.1 60 65 5.3 +1.2
ARVR First Trust Indxx Metaverse ETF 21.0 70 55 6.6 +2.5
DFUS Dimensional U.S. Equity ETF 21.0 11 114 6.5 +2.4
GGRW Gabelli Growth Innovators ETF 21.0 90 35 3.6 -0.5
HART IQ Healthy Hearts ETF 20.9 45 80 5.5 +1.4
ESGG FlexShares STOXX Global ESG Impact Index Fund 20.9 42 83 6.5 +2.5
QRMI Global X NASDAQ 100 Risk Managed Income ETF 20.9 60 65 5.3 +1.2
IEHS iShares Evolved U.S. Healthcare Staples ETF 20.8 18 107 6.2 +2.2
ESGV Vanguard ESG U.S. Stock ETF 20.8 9 116 6.4 +2.4
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 20.8 60 65 5.4 +1.3
DLN WisdomTree U.S. LargeCap Dividend Fund 20.6 28 97 7.2 +3.2
NUSI Nationwide Risk-Managed Income ETF 20.6 68 57 6.0 +1.9
SFY SoFi Select 500 ETF 20.6 0 125 6.4 +2.3
IWV iShares Russell 3000 ETF 20.6 20 105 6.1 +2.1
VTHR Vanguard Russell 3000 Index Fund 20.6 10 115 6.1 +2.0
IXJ iShares Global Healthcare ETF 20.6 43 82 6.9 +2.8
VTI Vanguard Total Stock Market Index Fund 20.5 3 122 5.9 +1.8
SCHB Schwab U.S. Broad Market ETF 20.5 3 122 6.3 +2.3
QQQ Invesco QQQ Trust 20.5 20 105 6.0 +2.0
QQQM Invesco NASDAQ 100 ETF 20.5 15 110 6.2 +2.1
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 20.5 15 110 8.3 +4.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 20.4 3 122 6.2 +2.1
IYW iShares U.S. Technology ETF 20.4 43 82 6.2 +2.1
QTR Global X NASDAQ 100 Tail Risk ETF 20.4 60 65 5.2 +1.2
HEET Hartford Schroders ESG US Equity ETF 20.4 39 86 7.2 +3.2
QCLR Global X NASDAQ 100 Collar 95-110 ETF 20.4 60 65 5.0 +1.0
GSPY Gotham Enhanced 500 ETF 20.3 50 75 6.8 +2.7
FQAL Fidelity Quality Factor ETF 20.3 29 96 7.3 +3.3
BTHM BlackRock Future U.S. Themes ETF 20.3 60 65 6.7 +2.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 20.1 9 116 6.8 +2.8
SFYF SoFi 50 ETF 20.1 29 96 -2.8 -6.8
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 20.1 75 50 7.6 +3.6
HLAL Wahed FTSE USA Shariah ETF 20.0 50 75 5.9 +1.8
SUSA iShares MSCI USA ESG Select ETF 20.0 25 100 6.3 +2.3
PZLD Puzzle Divdend Leaders 20.0 10 115 7.1 +3.1
DGRO iShares Core Dividend Growth ETF 19.9 8 117 7.8 +3.7
FDLO Fidelity Low Volatility Factor ETF 19.8 29 96 5.8 +1.7
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 19.8 20 105 7.1 +3.0
NULC Nuveen ESG Large-Cap ETF 19.7 20 105 6.6 +2.5
CARZ First Trust NASDAQ Global Auto Index Fund 19.6 70 55 6.1 +2.1
DFAU Dimensional US Core Equity Market ETF 19.5 12 113 6.7 +2.6
RFFC RiverFront Dynamic US Flex-Cap ETF 19.5 52 73 6.1 +2.0
JHMH John Hancock Multifactor Healthcare ETF 19.5 40 85 7.1 +3.0
TTAC TrimTabs US Free Cash Flow Quality ETF 19.2 59 66 7.3 +3.3
FLQL Franklin LibertyQ U.S. Equity ETF 19.2 15 110 7.7 +3.6
PNQI Invesco NASDAQ Internet ETF 19.0 60 65 3.5 -0.6
SPXV ProShares S&P 500 Ex-Health Care ETF 18.9 27 98 6.2 +2.1
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 18.9 15 110 8.7 +4.6
LVOL American Century Low Volatility ETF 18.9 29 96 6.3 +2.2
SIXA 6 Meridian Mega Cap Equity ETF 18.8 86 39 8.0 +4.0
STLG iShares Factors US Growth Style ETF 18.8 25 100 8.7 +4.6
MBOX Freedom Day Dividend ETF 18.7 39 86 8.6 +4.5
RECS Columbia Research Enhanced Core ETF 18.7 15 110 7.6 +3.5
NZRO Strategy Shares Halt Climate Change ETF 18.6 95 30 1.9 -2.1
FTQI First Trust Nasdaq BuyWrite Income ETF 18.6 85 40 4.1 +0.0
EPS WisdomTree U.S. Earnings 500 Fund 18.6 8 117 8.0 +3.9
QDYN FlexShares Quality Dividend Dynamic Index Fund 18.5 37 88 8.6 +4.5
GK AdvisorShares Gerber Kawasaki ETF 18.3 81 44 4.9 +0.8
JOYY Infusive Compounding Global Equities ETF 18.3 51 74 4.2 +0.1
CGUS Capital Group Core Equity ETF 18.3 33 92 6.5 +2.5
DTD WisdomTree U.S.Total Dividend Fund 18.2 28 97 7.5 +3.4
FDMO Fidelity Momentum Factor ETF 18.2 29 96 4.9 +0.8
JQUA JPMorgan U.S. Quality Factor ETF 18.2 12 113 7.0 +3.0
SHE SPDR SSGA Gender Diversity Index ETF 18.1 20 105 6.2 +2.1
TOK iShares MSCI Kokusai ETF 18.0 25 100 6.5 +2.5
AILG Alpha Intelligent - Large Cap Growth ETF 18.0 85 40 4.3 +0.2
FDVV Fidelity Core Dividend ETF 18.0 29 96 7.9 +3.9
KOKU Xtrackers MSCI Kokusai Equity ETF 17.9 9 116 6.6 +2.6
FDRR Fidelity Dividend ETF for Rising Rates 17.9 29 96 8.3 +4.2
SIXH 6 Meridian Hedged Equity-Index Option Strategy ETF 17.9 87 38 7.7 +3.6
RDVY First Trust Rising Dividend Achievers ETF 17.9 50 75 10.1 +6.0
DIVB iShares U.S. Dividend & Buyback ETF 17.7 25 100 8.0 +3.9
UBCB UBC Algorithmic Fundamentals ETF 17.6 75 50 5.0 +0.9
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 17.6 15 110 6.3 +2.2
IWX iShares Russell Top 200 Value ETF 17.6 20 105 7.6 +3.5
FBCG Fidelity Blue Chip Growth ETF 17.5 59 66 2.9 -1.2
FLLV Franklin Liberty U.S. Low Volatility ETF 17.4 29 96 6.3 +2.2
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 17.4 25 100 6.9 +2.9
JHML John Hancock Multifactor Large Cap ETF 17.3 29 96 6.8 +2.7
METV Roundhill Ball Metaverse ETF 17.3 59 66 5.0 +0.9
FSST Fidelity Sustainability U.S. Equity ETF 17.3 59 66 6.3 +2.2
USMV iShares Edge MSCI Min Vol USA ETF 17.2 15 110 6.0 +2.0
TDV ProShares S&P Technology Dividend Aristocrats ETF 17.2 46 79 7.1 +3.0
RFDA RiverFront Dynamic US Dividend Advantage ETF 17.2 52 73 8.8 +4.7
PINK Simplify Health Care ETF 17.2 50 75 4.9 +0.8
URTH iShares MSCI World ETF 17.2 24 101 6.5 +2.4
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 17.1 17 108 6.7 +2.6
QWLD SPDR MSCI World StrategicFactors ETF 17.1 30 95 6.7 +2.7
RESP WisdomTree US ESG Fund of Benef Interest 17.0 28 97 7.9 +3.8
PLAT WisdomTree Modern Tech Platforms Fund 17.0 20 105 2.0 -2.1
IUS Invesco Strategic US ETF 16.9 19 106 7.5 +3.5
MOTE VanEck Morningstar ESG Moat ETF 16.9 49 76 6.4 +2.4
FLRG Fidelity U.S. Multifactor ETF 16.8 29 96 8.3 +4.3
JMOM JPMorgan U.S. Momentum Factor ETF 16.6 12 113 6.4 +2.3
DSI iShares MSCI KLD 400 Social ETF 16.6 25 100 6.4 +2.3
CATH Global X S&P 500 Catholic Values Custom ETF 16.6 29 96 6.2 +2.1
DFAC Dimensional U.S. Core Equity 2 ETF 16.5 19 106 7.3 +3.2
BUZZ VanEck Social Sentiment ETF 16.5 75 50 -1.8 -5.9
KRMA Global X Conscious Companies ETF 16.4 43 82 6.7 +2.7
KNGS UPHOLDINGS Compound Kings ETF 16.4 60 65 4.3 +0.2
AVDR AVDR US LargeCap Leading ETF 16.3 60 65 6.6 +2.5
PTH Invesco DWA Healthcare Momentum ETF 16.3 60 65 2.3 -1.8
IUSA Amberwave Invest USA JSG Fund 16.3 67 58 6.8 +2.7
IOO iShares Global 100 ETF 16.2 40 85 6.3 +2.3
ILCV iShares Morningstar Value ETF 16.2 4 121 7.7 +3.7
ACSI American Customer Satisfaction Core Alpha ETF 16.2 66 59 5.3 +1.2
MKEM Meakem Value and Inflation Screen 16.0 10 115 5.4 +1.4
JEPI JPMorgan Equity Premium Income ETF 16.0 35 90 5.7 +1.7
RWL Invesco S&P 500 Revenue ETF 16.0 39 86 7.5 +3.4
MGV Vanguard Mega Cap Value ETF 16.0 7 118 7.9 +3.8
DURA VanEck Morningstar Durable Dividend ETF 15.9 29 96 7.7 +3.7
AVUS Avantis U.S. Equity ETF 15.9 15 110 7.5 +3.5
ITAN Sparkline Intangible Value ETF 15.9 50 75 7.7 +3.7
SXUS Janus Henderson International Sustainable Equity ETF 15.8 60 65 4.4 +0.4
FDWM Fidelity Women's Leadership ETF 15.7 59 66 6.5 +2.4
FCPI Fidelity Stocks for Inflation ETF 15.6 29 96 10.1 +6.0
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 15.6 21 104 4.3 +0.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 15.6 12 113 6.3 +2.2
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 15.4 35 90 8.4 +4.3
ACWI iShares MSCI ACWI ETF 15.4 32 93 6.7 +2.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 15.4 9 116 6.6 +2.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 15.3 20 105 6.7 +2.6
SPMO Invesco S&P 500 Momentum ETF 15.0 13 112 6.3 +2.2
GRZZ Grizzle Growth ETF 14.8 75 50 7.3 +3.2
FNDX Schwab Fundamental U.S. Large Co. Index ETF 14.8 25 100 7.9 +3.8
KOCG FIS Knights of Columbus Global Belief ETF 14.7 75 50 7.8 +3.7
AUSF Global X Adaptive U.S. Factor ETF 14.7 27 98 6.3 +2.2
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 14.6 57 68 6.1 +2.1
PDP Invesco DWA Momentum ETF 14.6 62 63 5.7 +1.7
VNSE Natixis Vaughan Nelson Select ETF 14.5 80 45 4.0 -0.0
SSPX Janus Henderson U.S. Sustainable Equity ETF 14.5 55 70 4.8 +0.7
HKND Humankind US Stock ETF 14.5 11 114 7.8 +3.8
SDGA Impact Shares Sustainable Development Goals Global ETF 14.5 75 50 7.2 +3.2
GVIP Goldman Sachs Hedge Industry VIP ETF 14.4 45 80 4.8 +0.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 14.4 75 50 7.4 +3.4
CGDV Capital Group Dividend Value ETF 14.3 33 92 6.7 +2.6
FVAL Fidelity Value Factor ETF 14.3 29 96 9.9 +5.9
ROUS Hartford Multifactor US Equity ETF 14.0 19 106 7.9 +3.8
LEAD Siren DIVCON Leaders Dividend ETF 13.9 43 82 8.5 +4.5
PUNK Subversive Metaverse ETF 13.9 75 50 2.6 -1.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 13.8 18 107 6.3 +2.3
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 13.8 60 65 2.9 -1.2
AFLG First Trust Active Factor Large Cap ETF 13.8 55 70 7.9 +3.8
FNDB Schwab Fundamental U.S. Broad Market Index ETF 13.7 25 100 7.8 +3.7
FTCS First Trust Capital Strength ETF 13.7 56 69 7.0 +2.9
CGGR Capital Group Growth ETF 13.6 39 86 5.1 +1.0
QGRO American Century STOXX U.S. Quality Growth ETF 13.6 29 96 8.5 +4.4
VT Vanguard Total World Stock ETF 13.6 8 117 6.8 +2.8
GBUY Goldman Sachs Future Consumer Equity ETF 13.5 75 50 3.1 -1.0
FDG American Century Focused Dynamic Growth ETF 13.5 45 80 3.3 -0.8
VSDA VictoryShares Dividend Accelerator ETF 13.2 35 90 7.0 +2.9
IYC iShares U.S. Consumer Services ETF 13.1 43 82 4.7 +0.6
VOOV Vanguard S&P 500 Value ETF 13.1 10 115 7.2 +3.2
IVE iShares S&P 500 Value ETF 13.1 18 107 7.2 +3.1
WUGI Esoterica NextG Economy ETF 13.0 75 50 2.6 -1.4
DEIF Sterling Capital Diverse Multi-Manager Active ETF 13.0 65 60 7.0 +2.9
SPYV SPDR Portfolio S&P 500 Value ETF 13.0 4 121 7.3 +3.2
VDC Vanguard Consumer Staples Index Fund 13.0 10 115 5.7 +1.6
FSTA Fidelity MSCI Consumer Staples Index ETF 13.0 8 117 5.7 +1.6
RYT Invesco S&P 500 Equal Weight Technology ETF 12.9 40 85 7.1 +3.0
IGV iShares Expanded Tech-Software ETF 12.9 43 82 4.0 -0.1
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 12.8 49 76 6.9 +2.9
WRND IQ Global Equity R&D Leaders ETF 12.8 18 107 8.2 +4.1
FLV American Century Focused Large Cap Value ETF 12.8 42 83 7.4 +3.3
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 12.8 50 75 3.5 -0.6
HDV iShares Core High Dividend ETF 12.7 8 117 8.0 +3.9
PJP Invesco Dynamic Pharmaceuticals ETF 12.6 58 67 8.5 +4.4
KVLE KFA Value Liner Dynamic Core Equity Index ETF 12.6 56 69 6.8 +2.8
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 12.6 15 110 8.1 +4.1
XLP Consumer Staples Select Sector SPDR Fund 12.6 10 115 5.6 +1.5
VR Global X Metaverse ETF 12.6 50 75 5.5 +1.4
BUYZ Franklin Disruptive Commerce ETF 12.6 50 75 0.0 -4.1
RPG Invesco S&P 500 Pure Growth ETF 12.6 35 90 7.5 +3.5
KXI iShares Global Consumer Staples ETF 12.6 43 82 5.3 +1.3
VTV Vanguard Value Index Fund 12.5 4 121 7.9 +3.9
RAYD Rayliant Quantitative Developed Market Equity ETF 12.4 80 45 9.6 +5.6
GCIG Genuine Investors ETF 12.4 100 25 6.2 +2.1
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF 12.4 58 67 4.1 +0.1
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 12.3 75 50 8.2 +4.1
IUSV iShares Core S&P U.S. Value ETF 12.3 4 121 7.4 +3.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 12.2 30 95 7.7 +3.7
PRF Invesco FTSE RAFI US 1000 ETF 12.2 39 86 7.9 +3.9
JVAL JPMorgan U.S. Value Factor ETF 12.2 12 113 9.6 +5.6
AVLV Avantis U.S. Large Cap Value ETF 12.2 15 110 9.4 +5.4
IYJ iShares U.S. Industrials ETF 12.1 42 83 6.6 +2.6
FMET Fidelity Metaverse ETF 12.0 39 86 5.7 +1.6
SPXT ProShares S&P 500 Ex-Technology ETF 11.9 27 98 6.6 +2.5
DIVS SmartETFs Dividend Builder ETF 11.9 65 60 6.2 +2.2
OALC OneAscent Large Cap Core ETF 11.9 76 49 6.6 +2.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 11.8 25 100 7.0 +2.9
TDIV First Trust NASDAQ Technology Dividend Index Fund 11.8 50 75 8.2 +4.2
SOXQ Invesco PHLX Semiconductor ETF 11.7 0 125 9.4 +5.3
SOXX iShares PHLX Semiconductor ETF 11.7 43 82 9.0 +5.0
SMH VanEck Semiconductor ETF 11.7 35 90 8.4 +4.4
PSI Invesco Dynamic Semiconductors ETF 11.7 56 69 7.7 +3.6
VLU SPDR S&P 1500 Value Tilt ETF 11.7 12 113 8.6 +4.5
IWD iShares Russell 1000 Value ETF 11.6 19 106 7.6 +3.5
VONV Vanguard Russell 1000 Value Index Fund 11.6 8 117 7.7 +3.6
INNO Harbor Disruptive Innovation ETF 11.5 75 50 -3.7 -7.8
CWS AdvisorShares Focused Equity ETF 11.5 66 59 6.2 +2.1
EQUL IQ Engender Equality ETF 11.5 45 80 8.0 +3.9
VYM Vanguard High Dividend Yield Index ETF 11.5 6 119 8.2 +4.2
MVPS Amplify Thematic All-Stars ETF 11.4 49 76 2.3 -1.7
MILN Global X Millennial Consumer ETF 11.4 50 75 3.4 -0.6
TIME Clockwise Capital Innovation ETF 11.2 95 30 3.4 -0.7
EGIS 2nd Vote Society Defended ETF 11.2 75 50 7.5 +3.4
PSET Principal Price Setters Index ETF 11.1 15 110 7.2 +3.1
IDRV iShares Self-driving EV & Tech ETF 11.0 47 78 7.9 +3.8
DRIV Global X Autonomous & Electric Vehicles ETF 10.9 68 57 5.0 +0.9
BNGE First Trust S-Network Streaming and Gaming ETF 10.7 70 55 0.8 -3.3
KOIN Innovation Shares NextGen Protocol ETF 10.6 75 50 5.7 +1.6
DJD Invesco Dow Jones Industrial Average Dividend ETF 10.6 7 118 9.6 +5.5
CLOU Global X Cloud Computing ETF 10.6 68 57 1.7 -2.3
GBLO Global Beta Low Beta ETF 10.6 29 96 8.0 +3.9
SCHV Schwab U.S. Large-Cap Value ETF 10.6 4 121 7.7 +3.7
CLRG IQ Chaikin U.S. Large Cap ETF 10.5 25 100 6.7 +2.6
DFND Siren DIVCON Dividend Defender ETF 10.5 150 -25 6.7 +2.6
IEDI iShares Evolved U.S. Discretionary Spending ETF 10.4 18 107 5.5 +1.4
PTF Invesco DWA Technology Momentum ETF 10.4 60 65 5.3 +1.2
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 10.3 68 57 4.7 +0.6
PEXL Pacer US Export Leaders ETF 10.2 60 65 7.0 +3.0
RYH Invesco S&P 500 Equal Weight Health Care ETF 10.2 40 85 7.4 +3.3
EQOP Natixis U.S. Equity Opportunities ETF 10.1 90 35 6.8 +2.7
HELX Franklin Genomic Advancements ETF 10.1 50 75 4.3 +0.3
ENTR Entrepreneur 30 Fund 10.1 49 76 5.8 +1.8
REVS Columbia Research Enhanced Value ETF 10.0 19 106 8.9 +4.8
HUSV First Trust Horizon Managed Volatility Domestic ETF 10.0 70 55 5.8 +1.8
LGLV SPDR Russell 1000 Low Volatility ETF 10.0 12 113 5.7 +1.7
UGCE Uncommon Portfolio Design Core Equity ETF 9.9 65 60 6.9 +2.9
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 9.8 69 56 6.9 +2.8
SUBS Fount Subscription Economy ETF 9.7 70 55 5.2 +1.1
FTC First Trust Large Cap Growth AlphaDEX Fund 9.6 60 65 5.8 +1.7
AILV Alpha Intelligent - Large Cap Value ETF 9.5 85 40 6.5 +2.5
SPGP Invesco S&P 500 GARP ETF 9.4 36 89 8.7 +4.7
FTXL First Trust Nasdaq Semiconductor ETF 9.3 60 65 8.8 +4.8
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 9.3 60 65 6.5 +2.4
MXDU Nationwide Maximum Diversification US Core Equity ETF 9.2 34 91 5.7 +1.6
IQM Franklin Intelligent Machines ETF 9.1 50 75 4.0 -0.1
DFUV Dimensional US Marketwide Value ETF 9.0 0 125 0.0 -4.1
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 8.9 58 67 5.9 +1.8
ACWV iShares MSCI Global Min Vol Factor ETF 8.8 20 105 6.0 +2.0
FIVG Defiance Next Gen Connectivity ETF 8.8 30 95 7.0 +3.0
OCEN IQ Clean Oceans ETF 8.8 45 80 7.1 +3.1
IEIH iShares Evolved U.S. Innovative Healthcare ETF 8.8 18 107 4.8 +0.7
JHMS John Hancock Multifactor Consumer Staples ETF 8.7 40 85 5.9 +1.8
TMFG Motley Fool Global Opportunities ETF 8.7 85 40 4.5 +0.4
FXH First Trust Health Care AlphaDEX Fund 8.7 61 64 7.5 +3.4
RTH VanEck Retail ETF 8.6 35 90 6.7 +2.6
THNQ ROBO Global Artificial Intelligence ETF 8.6 68 57 3.5 -0.5
PPH VanEck Pharmaceutical ETF 8.6 35 90 9.8 +5.7
IHE iShares U.S. Pharmaceuticals ETF 8.6 42 83 6.7 +2.7
XPH SPDR S&P Pharmaceuticals ETF 8.6 35 90 3.2 -0.9
RHS Invesco S&P 500 Equal Weight Consumer Staples ETF 8.6 40 85 6.0 +2.0
DIVZ TrueShares Low Volatility Equity Income ETF 8.5 65 60 8.1 +4.1
APXH Apex Healthcare ETF 8.5 90 35 8.7 +4.6
VFMV Vanguard U.S. Minimum Volatility ETF 8.5 13 112 6.2 +2.2
HLGE Hartford Longevity Economy ETF 8.5 44 81 8.8 +4.7
FDN First Trust Dow Jones Internet Index Fund 8.4 51 74 4.3 +0.3
JMIN JPMorgan U.S. Minimum Volatility ETF 8.4 12 113 6.3 +2.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 8.4 35 90 6.1 +2.0
MRAD SmartETFs Advertising & Marketing Technology ETF 8.4 68 57 4.0 -0.1
RNLC Large Cap US Equity Select ETF 8.3 60 65 7.5 +3.5
SQEW LeaderShares Equity Skew ETF 8.3 75 50 6.8 +2.7
WDNA WisdomTree BioRevolution Fund 8.3 45 80 -4.1 -8.1
LCG Sterling Capital Focus Equity ETF 8.2 59 66 5.5 +1.4
BLOK Amplify Transformational Data Sharing ETF 8.2 71 54 5.5 +1.5
STLV iShares Factors US Value Style ETF 8.1 25 100 9.7 +5.6
TPAY Tortoise Digital Payments Infrastructure Fund 8.1 40 85 14.2 +10.2
IYG iShares US Financial Services ETF 8.1 42 83 8.8 +4.8
IPAY ETFMG Prime Mobile Payments ETF 8.1 75 50 8.3 +4.3
LSLT Salt Low truBeta US Market ETF 8.1 60 65 0.0 -4.1
SCHD Schwab U.S. Dividend Equity ETF 8.1 6 119 9.3 +5.2
IHI iShares U.S. Medical Devices ETF 8.1 41 84 4.5 +0.4
PBS Invesco Dynamic Media ETF 8.0 63 62 8.8 +4.8
SUBZ Roundhill Streaming Services & Technology ETF 8.0 75 50 0.0 -4.1
FUTY Fidelity MSCI Utilities Index ETF 8.0 8 117 5.7 +1.6
VPU Vanguard Utilities Index Fund 8.0 10 115 5.6 +1.6
JHMU John Hancock Multifactor Utilities ETF 8.0 40 85 5.5 +1.4
JXI iShares Global Utilities ETF 8.0 43 82 5.4 +1.4
XLU Utilities Select Sector SPDR Fund 8.0 10 115 5.3 +1.3
IDU iShares U.S. Utilities ETF 8.0 43 82 5.3 +1.3
BUL Pacer US Cash Cows Growth ETF 8.0 60 65 9.7 +5.6
PXQ Invesco Dynamic Networking ETF 8.0 63 62 4.6 +0.5
QTUM Defiance Quantum ETF 7.9 40 85 7.1 +3.0
DGT SPDR Global Dow ETF 7.9 50 75 8.5 +4.4
VSL Volshares Large Capital ETF 7.8 65 60 5.9 +1.8
LEGR First Trust Indxx Innovative Transaction & Process ETF 7.8 65 60 11.2 +7.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 7.8 25 100 6.0 +1.9
SPLV Invesco S&P 500 Low Volatility ETF 7.8 25 100 5.9 +1.8
ALTL Pacer Lunt Large Cap Alternator ETF 7.8 60 65 5.5 +1.5
CGGO Capital Group Global Growth Equity ETF 7.8 47 78 4.7 +0.6
NULV Nuveen ESG Large-Cap Value ETF 7.7 25 100 8.0 +3.9
FDRV Fidelity Electric Vehicles and Future Transportation ETF 7.6 39 86 -1.1 -5.2
FUNL CornerCap Fundametrics Large-Cap ETF 7.6 50 75 8.7 +4.6
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 7.5 15 110 14.6 +10.5
FMIL Fidelity New Millennium ETF 7.5 59 66 7.3 +3.2
XSD SPDR S&P Semiconductor ETF 7.5 35 90 6.4 +2.3
LVHD Legg Mason Low Volatility High Dividend ETF 7.5 27 98 7.8 +3.8
AIEQ AI Powered Equity ETF 7.5 80 45 6.5 +2.4
SAMT Strategas Macro Thematic Opportunities ETF 7.4 65 60 3.7 -0.4
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 7.4 47 78 0.2 -3.9
FTXH First Trust Nasdaq Pharmaceuticals ETF 7.4 60 65 11.4 +7.3
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 7.3 35 90 8.3 +4.2
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 7.3 35 90 8.2 +4.2
JOET Virtus Terranova US Quality Momentum ETF 7.2 29 96 6.9 +2.9
RSPE Invesco ESG S&P 500 Equal Weight ETF 7.1 20 105 8.0 +3.9
OGIG O'Shares Global Internet Giants ETF 7.1 48 77 0.0 -4.1
JHMF John Hancock Multifactor Financials ETF 7.1 40 85 9.2 +5.1
VFQY Vanguard U.S. Quality Factor ETF 7.1 13 112 8.8 +4.7
GLIF AGFiQ Global Infrastructure ETF 7.0 45 80 4.8 +0.7
RYU Invesco S&P 500 Equal Weight Utilities ETF 6.9 40 85 5.8 +1.8
VBB Valkyrie Balance Sheet Opportunities ETF 6.9 75 50 -2.4 -6.5
AGNG Global X Aging Population ETF 6.9 50 75 3.9 -0.1
PWV Invesco Dynamic Large Cap Value ETF 6.9 58 67 8.1 +4.1
GURU Global X Guru Index ETF 6.9 75 50 2.4 -1.7
DWEQ AdvisorShares Dorsey Wright Alpha Equal Weight ETF 6.9 96 29 4.2 +0.1
SKYY First Trust Cloud Computing ETF 6.9 60 65 4.4 +0.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 6.9 65 60 7.4 +3.3
FBCV Fidelity Blue Chip Value ETF 6.6 59 66 7.4 +3.3
WWOW Direxion World Without Waste ETF 6.6 50 75 0.2 -3.8
HVAL ALPS Hillman Active Value ETF 6.6 55 70 7.9 +3.8
MOAT VanEck Morningstar Wide Moat ETF 6.6 47 78 7.0 +2.9
SPHB Invesco S&P 500 High Beta ETF 6.6 25 100 4.7 +0.6
FCOM Fidelity MSCI Telecommunication Services Index ETF 6.6 8 117 7.4 +3.4
JHCS John Hancock Multifactor Media & Communications ETF 6.6 40 85 8.6 +4.5
VOX Vanguard Telecommunication Services Index Fund 6.5 10 115 7.3 +3.2
UVDV UVA Dividend Value ETF 6.5 80 45 7.3 +3.2
ALFA AlphaClone Alternative Alpha ETF 6.5 65 60 5.3 +1.2
MDEV First Trust Indxx Medical Devices ETF 6.4 70 55 3.7 -0.4
JAVA JPMorgan Active Value ETF 6.4 44 81 7.1 +3.1
EWCO Invesco S&P 500 Equal Weight Communication Services ETF 6.4 40 85 8.9 +4.8
XDAT Franklin Exponential Data ETF 6.4 50 75 3.2 -0.8
IEME iShares Evolved U.S. Media & Entertainment ETF 6.4 18 107 6.4 +2.3
RBUS Nationwide Risk-Based U.S. Equity ETF 6.4 30 95 6.0 +2.0
IGF iShares Global Infrastructure ETF 6.3 43 82 4.2 +0.1
XLC The Communication Services Select Sector SPDR Fund 6.3 10 115 8.5 +4.4
GII SPDR S&P Global Infrastructure ETF 6.3 40 85 4.2 +0.1
TMDV ProShares Russell US Dividend Growers ETF 6.3 36 89 6.3 +2.2
MTVR Fount Metaverse ETF 6.2 70 55 6.4 +2.3
WTAI WisdomTree Artificial Intelligence and Innovation Fund 6.2 45 80 2.3 -1.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 6.2 35 90 6.5 +2.5
DEF Invesco Defensive Equity ETF 6.2 53 72 6.4 +2.3
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 6.2 75 50 6.1 +2.0
IXP iShares Global Comm Services ETF 6.1 43 82 7.7 +3.6
DBLV AdvisorShares DoubleLine Value Equity ETF 6.1 91 34 6.9 +2.9
LYFE 2nd Vote Life Neutral Plus ETF 5.9 75 50 8.1 +4.1
SSPY Syntax Stratified LargeCap ETF 5.9 30 95 7.0 +2.9
GDOC Goldman Sachs Future Health Care Equity ETF 5.9 75 50 1.8 -2.2
PUI Invesco DWA Utilities Momentum ETF 5.9 60 65 5.5 +1.4
BMED BlackRock Future Health ETF 5.9 85 40 2.1 -2.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 5.8 18 107 8.2 +4.2
CTRU ARK Transparency ETF 5.8 55 70 3.0 -1.1
FFND Future Fund Active ETF 5.8 101 24 2.5 -1.6
DSTL Distillate US Fundamental Stability & Value ETF 5.7 39 86 7.7 +3.6
VPN Global X Data Center REITs & Digital Infrastructure ETF 5.7 50 75 5.0 +1.0
CLNR IQ Cleaner Transport ETF 5.7 45 80 7.6 +3.5
WFH Direxion Work From Home ETF 5.6 45 80 0.0 -4.1
ORFN Constrained Capital ESG Orphans ETF 5.5 75 50 5.5 +1.4
XT iShares Exponential Technologies ETF 5.5 46 79 4.5 +0.5
RNDV US Equity Dividend Select ETF 5.5 50 75 9.0 +4.9
TYNE Direxion Nanotechnology ETF 5.5 65 60 -72.3 -76.4
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 5.4 35 90 7.0 +2.9
CFA VictoryShares US 500 Volatility Weighted Index ETF 5.4 35 90 7.0 +3.0
UAV AdvisorShares Drone Technology ETF 5.3 99 26 5.6 +1.5
FDIG Fidelity Crypto Industry and Digital Payments ETF 5.2 39 86 6.5 +2.4
MOTG VanEck Morningstar Global Wide Moat ETF 5.2 52 73 6.9 +2.8
VFMO Vanguard U.S. Momentum Factor ETF 5.1 13 112 6.0 +2.0
DTEC ALPS Disruptive Technologies ETF 5.0 50 75 4.3 +0.3
FXU First Trust Utilities AlphaDEX Fund 5.0 62 63 6.6 +2.5
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 4.9 60 65 5.9 +1.8
JDIV JPMorgan U.S. Dividend ETF 4.9 12 113 8.6 +4.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.9 9 116 6.8 +2.7
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 4.9 60 65 5.1 +1.0
NUDV Nuveen ESG Dividend ETF 4.9 25 100 7.9 +3.8
QDIV Global X S&P 500 Quality Dividend ETF 4.9 20 105 8.9 +4.8
RSP Invesco S&P 500 Equal Weight ETF 4.8 20 105 6.9 +2.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 4.8 63 62 5.1 +1.1
NXTG First Trust Indxx NextG ETF 4.8 70 55 6.9 +2.8
FXL First Trust Technology AlphaDEX Fund 4.8 61 64 7.2 +3.2
KLCD KFA Large Cap Quality Dividend Index ETF 4.8 42 83 6.7 +2.6
FCLD Fidelity Cloud Computing ETF 4.7 39 86 4.7 +0.6
JSTC Adasina Social Justice All Cap Global ETF 4.6 89 36 6.9 +2.8
SDY SPDR S&P Dividend ETF 4.5 35 90 6.9 +2.8
FEX First Trust Large Cap Core AlphaDEX Fund 4.5 59 66 8.4 +4.4
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 4.4 47 78 6.1 +2.0
QMOM Alpha Architect U.S. Quantitative Momentum ETF 4.3 49 76 5.7 +1.7
PBJ Invesco Dynamic Food & Beverage ETF 4.3 63 62 6.2 +2.2
IYK iShares U.S. Consumer Goods ETF 4.3 43 82 5.7 +1.7
IECS iShares Evolved U.S. Consumer Staples ETF 4.3 18 107 5.7 +1.6
KOMP SPDR Kensho New Economies Composite ETF 4.3 20 105 1.3 -2.8
HTEC ROBO Global Healthcare Technology & Innovation ETF 4.3 68 57 0.5 -3.6
PRN Invesco DWA Industrials Momentum ETF 4.2 60 65 7.6 +3.5
VNQ Vanguard REIT Index Fund 4.2 12 113 6.2 +2.1
FREL Fidelity MSCI Real Estate Index ETF 4.2 9 117 6.1 +2.0
SCHH Schwab U.S. REIT ETF 4.2 7 118 6.0 +2.0
IYR iShares U.S. Real Estate ETF 4.2 41 84 6.0 +1.9
AVRE Avantis Real Estate ETF 4.2 17 108 5.9 +1.8
DFAR Dimensional US Real Estate ETF 4.2 19 106 5.8 +1.8
XLRE The Real Estate Select Sector SPDR Fund 4.2 10 115 5.7 +1.7
PSR Invesco Active U.S. Real Estate Fund 4.2 35 90 5.7 +1.6
IVRA Invesco Real Assets ESG ETF 4.2 59 66 5.5 +1.4
ICF iShares Cohen & Steers REIT ETF 4.2 33 92 5.4 +1.3
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 4.2 47 78 4.9 +0.8
DRW WisdomTree Global ex-US Real Estate Fund 4.2 58 67 4.6 +0.5
BYTE Roundhill IO Digital Infrastructure ETF 4.2 75 50 3.6 -0.5
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 4.2 75 50 3.3 -0.8
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF 4.2 60 65 1.9 -2.2
FDL First Trust Morningstar Dividend Leaders Index Fund 4.2 45 80 9.3 +5.2
EPRE First Trust TCW ESG Premier Equity ETF 4.2 85 40 5.1 +1.1
IHF iShares U.S. Healthcare Providers ETF 4.2 42 83 6.5 +2.4
EDOC Global X Telemedicine & Digital Health ETF 4.2 68 57 -2.4 -6.5
PEY Invesco High Yield Equity Dividend Achievers ETF 4.2 53 72 8.4 +4.3
PIO Invesco Global Water ETF 4.2 75 50 5.1 +1.1
PHO Invesco Water Resources ETF 4.2 60 65 4.2 +0.2
ACWF iShares MSCI Global Multifactor ETF 4.2 35 90 10.2 +6.2
FIW First Trust Water ETF 4.1 54 71 4.3 +0.3
FPX First Trust US IPO Index Fund 4.1 57 68 2.8 -1.3
ETHO Etho Climate Leadership U.S. ETF 4.1 48 77 5.0 +1.0
DEW WisdomTree Global High Dividend Fund 4.1 58 67 8.9 +4.9
FTXG First Trust Nasdaq Food & Beverage ETF 4.1 60 65 6.1 +2.0
LUXE Emles Luxury Goods ETF 4.1 60 65 4.5 +0.4
FVD First Trust Value Line Dividend Index Fund 4.1 70 55 6.2 +2.2
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 4.0 30 95 8.1 +4.0
XDNA Strategic CRISPR & Gene Editing Technology ETF 4.0 78 47 -4.3 -8.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.0 39 86 9.8 +5.7
NLR VanEck Uranium+Nuclear Energy ETF 4.0 61 64 4.3 +0.3
HAIL SPDR S&P Kensho Smart Mobility ETF 4.0 45 80 3.5 -0.5
EUSA iShares MSCI USA Equal Weighted ETF 4.0 9 116 6.6 +2.5
EWRE Invesco S&P 500 Equal Weight Real Estate ETF 3.9 40 85 6.0 +1.9
VICE AdvisorShares Vice ETF 3.9 99 26 5.6 +1.5
ESPO VanEck Video Gaming & eSports ETF 3.9 55 70 4.5 +0.5
BOTZ Global X Robotics & Artificial Intelligence ETF 3.9 68 57 3.3 -0.8
SPRX Spear Alpha ETF 3.9 75 50 1.8 -2.3
IBLC iShares Blockchain and Tech ETF 3.9 47 78 1.0 -3.1
LRNZ TrueMark Technology, AI & Deep Learning ETF 3.9 68 57 -2.1 -6.2
WGMI Valkyrie Bitcoin Miners ETF 3.9 75 50 -34.8 -38.8
RIGZ Viridi Cleaner Energy Crypto-Mining & Semiconductor ETF 3.9 90 35 -53.4 -57.5
CBTG Cabot Growth ETF 3.9 75 50 0.0 -4.1
PEZ Invesco DWA Consumer Cyclicals Momentum ETF 3.9 60 65 7.4 +3.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 3.9 60 65 8.1 +4.0
ZGEN Generation Z ETF 3.8 60 65 -5.9 -10.0
PRNT The 3D Printing ETF 3.8 66 59 -11.3 -15.4
JRNY ALPS Global Travel Beneficiaries ETF 3.8 65 60 1.0 -3.1
GBDV Global Beta Smart Income ETF 3.8 29 96 9.6 +5.6
IEFN iShares Evolved U.S. Financials ETF 3.8 18 107 9.7 +5.6
JHMC John Hancock Multifactor Consumer Discretionary ETF 3.7 40 85 5.8 +1.8
SIZE iShares MSCI USA Size Factor ETF 3.7 15 110 6.8 +2.8
BKCH Global X Blockchain ETF 3.7 50 75 -44.0 -48.0
GSFP Goldman Sachs Future Planet Equity ETF 3.5 75 50 4.1 +0.0
CBSE Changebridge Capital Sustainable Equity ETF 3.5 85 40 0.0 -4.1
IWFH iShares Virtual Work and Life Multisector ETF 3.4 47 78 -1.3 -5.3
MAGA Point Bridge GOP Stock Tracker ETF 3.4 72 53 6.2 +2.2
SAGP Strategas Global Policy Opportunities ETF 3.4 65 60 7.5 +3.5
FXG First Trust Consumer Staples AlphaDEX Fund 3.4 63 62 7.2 +3.1
PSL Invesco DWA Consumer Staples Momentum ETF 3.4 60 65 6.4 +2.4
VALQ American Century STOXX U.S. Quality Value ETF 3.3 29 96 10.1 +6.0
WCLD WisdomTree Cloud Computing Fund 3.3 45 80 -1.8 -5.9
BFOR Barron's 400 ETF 3.2 70 55 9.7 +5.6
BOSS Global X Founder-Run Companies ETF 3.2 45 80 3.5 -0.6
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ET 3.2 85 40 0.8 -3.2
XSW SPDR S&P Software & Services ETF 3.2 35 90 3.9 -0.1
WGRO WisdomTree U.S. Growth & Momentum Fund 3.2 55 70 7.8 +3.8
BAD B.A.D. ETF 3.2 75 50 3.3 -0.8
GQRE FlexShares Global Quality Real Estate Index Fund 3.1 45 80 6.8 +2.8
GAMR ETFMG Video Game Tech ETF 3.1 75 50 7.0 +3.0
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 3.1 29 96 8.5 +4.4
MOTO SmartETFs Smart Transportation & Technology ETF 3.0 68 57 7.7 +3.6
DHS WisdomTree U.S. High Dividend Fund 2.9 38 87 8.3 +4.3
JHMI John Hancock Multifactor Industrials ETF 2.9 40 85 7.5 +3.4
SATO Invesco Alerian Galaxy Crypto Economy ETF 2.9 60 65 -23.5 -27.6
ODDS Pacer BlueStar Digital Entertainment ETF 2.9 60 65 4.9 +0.9
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 2.9 35 90 7.5 +3.5
ADIV SmartETFs Asia Pacific Dividend Builder ETF 2.9 78 47 10.4 +6.3
VFMF Vanguard U.S. Multifactor ETF 2.8 19 106 10.3 +6.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 2.8 38 87 7.2 +3.1
RDOG ALPS REIT Dividend Dogs ETF 2.8 35 90 8.9 +4.9
KLDW Gavekal Knowledge Leaders Developed World ETF 2.7 75 50 5.7 +1.6
PWC Invesco Dynamic Market ETF 2.7 60 65 6.9 +2.9
SPYD SPDR S&P 500 High Dividend ETF 2.6 7 118 8.8 +4.8
IDAT iShares Cloud 5G and Tech ETF 2.6 47 78 7.1 +3.0
EMLP First Trust North American Energy Infrastructure Fund 2.5 96 29 5.2 +1.1
SNSR Global X Internet of Things Thematic ETF 2.4 68 57 5.7 +1.6
PSYK PSYK ETF 2.4 75 50 -564.8 -568.8
GENY Principal Millennials Index ETF 2.4 45 80 4.7 +0.7
SDEI Sound Equity Income ETF 2.4 45 80 10.4 +6.4
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 2.4 20 105 9.6 +5.5
NERD Roundhill BITKRAFT Esports & Digital Entertainment ETF 2.3 25 100 -13.6 -17.7
SDG iShares Sustainable MSCI Global Impact ETF 2.3 49 76 8.9 +4.8
FEVR Inspire Faithward Large Cap Momentum ESG ETF 2.3 85 40 5.8 +1.7
OND ProShares On-Demand ETF 2.3 58 67 -5.7 -9.8
FAN First Trust Global Wind Energy ETF 2.3 62 63 4.1 +0.0
ROBO Robo Global Robotics & Automation Index ETF 2.2 95 30 3.8 -0.2
IBUY Amplify Online Retail ETF 2.2 65 60 0.0 -4.1
GIGE SoFi Gig Economy ETF 2.2 59 66 -6.7 -10.7
DIV Global X SuperDividend US ETF 2.2 45 80 6.4 +2.3
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 2.1 17 108 8.2 +4.1
GERM ETFMG Treatments Testing and Advancements ETF 2.1 68 57 -10.5 -14.6
WKLY SoFi Weekly Dividend ETF 2.1 49 76 8.3 +4.2
SDOG ALPS Sector Dividend Dogs ETF 2.1 40 85 9.9 +5.8
SIXL 6 Meridian Low Beta Equity Strategy ETF 2.1 88 37 6.1 +2.0
EQAL Invesco Russell 1000 Equal Weight ETF 2.1 20 105 6.9 +2.8
RYJ Invesco Raymond James SB-1 Equity ETF 2.0 75 50 3.4 -0.6
USMF WisdomTree U.S. Multifactor Fund 2.0 28 97 9.3 +5.2
XRT SPDR S&P Retail ETF 2.0 35 90 7.8 +3.8
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.0 65 60 3.4 -0.7
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 2.0 69 56 8.2 +4.1
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 1.9 70 55 4.5 +0.4
BITQ Bitwise Crypto Industry Innovators ETF 1.8 85 40 -14.0 -18.1
ARKW ARK Web x.0 ETF 1.8 83 42 -15.1 -19.2
ICAP InfraCap Equity Income Fund ETF 1.7 80 45 9.4 +5.3
HOMZ Hoya Capital Housing ETF 1.7 30 95 10.5 +6.4
XHS SPDR S&P Health Care Services ETF 1.7 35 90 3.6 -0.5
ISHP First Trust S-Network E-Commerce ETF 1.6 60 65 4.1 +0.1
FXD First Trust Consumer Discretionary AlphaDEX Fund 1.6 63 62 9.5 +5.4
IFRA iShares U.S. Infrastructure ETF 1.6 30 95 6.8 +2.7
XHE SPDR S&P Health Care Equipment ETF 1.6 35 90 -1.5 -5.5
FLDZ RiverNorth Volition America Patriot ETF 1.6 70 55 6.2 +2.1
XITK SPDR FactSet Innovative Technology ETF 1.5 45 80 -3.6 -7.6
ONEO SPDR Russell 1000 Momentum Focus ETF 1.5 20 105 8.8 +4.8
TPLC Timothy Plan US Large Cap Core ETF 1.5 52 73 6.4 +2.4
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.5 52 73 6.4 +2.4
CVAR Cultivar ETF 1.5 87 38 8.1 +4.0
TPHD Timothy Plan High Dividend Stock ETF 1.5 52 73 6.7 +2.7
WLDR Affinity World Leaders Equity ETF 1.4 67 58 10.4 +6.3
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 1.4 45 80 3.3 -0.8
ECLN First Trust EIP Carbon Impact ETF 1.4 97 28 3.5 -0.6
WTV WisdomTree US Value Fund 1.3 12 113 9.9 +5.9
PY Principal Shareholder Yield Index ETF 1.2 15 110 11.5 +7.5
GBGR Global Beta Momentum-Growth ETF 1.2 29 96 2.1 -2.0
EKAR Innovation Shares NextGen Vehicles & Technology ETF 1.1 65 60 6.0 +1.9
FTA First Trust Large Cap Value AlphaDEX Fund 1.1 60 65 10.8 +6.7
ARKF ARK Fintech Innovation ETF 1.0 75 50 0.0 -4.1
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 1.0 64 61 9.5 +5.4
ARKK ARK Innovation ETF 1.0 75 50 -6.8 -10.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.0 29 96 9.0 +4.9
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 1.0 108 17 7.2 +3.1
FPAG FPA Global Equity ETF 1.0 49 76 7.1 +3.0
SLT Pacer Salt High truBeta US Market ETF 0.9 60 65 0.0 -4.1
RPV Invesco S&P 500 Pure Value ETF 0.8 35 90 10.2 +6.1
TTAI TrimTabs All Cap International Free-Cash-Flow ETF 0.8 61 64 7.7 +3.6
BLES Inspire Global Hope Large Cap ETF 0.7 52 73 6.4 +2.3
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.7 45 80 5.2 +1.1
HAP VanEck Natural Resources ETF 0.6 49 76 7.6 +3.6
ESGS Columbia Sustainable U.S. Equity Income ETF 0.6 35 90 9.7 +5.7
FAB First Trust Multi Cap Value AlphaDEX Fund 0.6 70 55 11.1 +7.0
YPS Arrow Reverse Cap 500 ETF 0.5 29 96 6.8 +2.7
VFLQ Vanguard U.S. Liquidity Factor ETF 0.5 13 112 2.0 -2.0
VUSE Vident Core US Equity Fund 0.4 48 77 11.6 +7.5
AESR Anfield U.S. Equity Sector Rotation ETF 0.4 146 -21 5.0 +1.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.3 52 73 5.9 +1.8
VFVA Vanguard U.S. Value Factor ETF 0.1 14 111 13.0 +9.0

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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RESULTS & ESTIMATES

  2017 2018 2019 2020 2021 2022E 2023E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2021 2022E 2023E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
Monarch Blue Chips Core ETF
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

AVOID

Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 24.6 %
Divided by: Fwd. P/BV 4.6 x
Less: Expense ratio 125 bp
Equals: ALTAR Score 4.1 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.32 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.