VictoryShares THB Mid Cap ESG ETF
ALTAR
Score™		 4.6% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 24.6x P/Sales
ratio		 3.0x
P/BV
ratio		 3.9x Div.
yield		 0.8%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
MDCP is an actively managed ETF that provides exposure to high-quality midcap US stocks with positive ESG ratings.

FUND BASICS
Category US Equities
Fund Sponsor Crestview
Website investor.vcm.com/products/victoryshares-etfs/victoryshares-etfs-list/victoryshares-thb-mid-cap-esg-etf
Inception date Oct 05, 2021
Assets (mns) $2
Currency USD
Expense ratio 55 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 29
Wgt avg mkt cap (mns) $22,376
Large cap (>$10bn) 83.4%
Mid cap ($2-10bn) 16.6%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
CASEY'S GENERAL STORES INC 5.4 %
EMCOR GROUP INC 5.2 %
WABTEC CORP 5.0 %
HOULIHAN LOKEY, INC. CLASS A 4.9 %
CBOE HOLDINGS INC 4.8 %
NEWMARKET CORP 4.8 %
TELEDYNE TECHNOLOGIES INC 4.7 %
HEICO CORP 4.5 %
CURTISS-WRIGHT CORP 4.4 %
MARTIN MARIETTA MATERIALS 4.2 %
Total 47.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 106.3 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-- -- -- -- 0.0%

Market Correlations
versus... Beta R-squared
S&P500 0.12 2%
MSCI EAFE 0.08 1%
MSCI Emg. Mkts. 0.17 3%

Technical Indicators
Recent close $26.83
30d moving avg. $27.03
Annualized volatility 16.9%
Short interest (ETF) 0.1%
Relative strength (RSI) 49

Liquidity measures
Avg. volume (thou.) 1
Turnover 1.8%
Bid/Ask (% of price) 0.20%
ADV underlying (mns) $2,409

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 717 potential alternatives to the VictoryShares THB Mid Cap ESG ETF ETF based on the alternatives' overlap in portfolio holdings with MDCP. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: MDCP Expense: 55 bp ALTAR Score™: 4.6%


ALTERNATIVE ETFs BASED ON OVERLAP WITH MDCP
Ticker Fund
Name		 Overlap1
vs MDCP
(%)		 Expense
ratio
(bp)		 Savings
vs MDCP
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs MDCP
(%)
RUNN Running Oak Efficient Growth ETF 14.5 58 -3 4.5 -0.1
HWAY Themes US Infrastructure ETF 13.5 29 26 5.0 +0.4
FSCS First Trust SMID Capital Strength ETF 13.1 60 -5 6.6 +2.0
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 11.9 49 6 6.8 +2.1
GLRY Inspire Faithward Mid Cap Momentum ETF 11.3 80 -25 3.9 -0.7
CWS AdvisorShares Focused Equity ETF 11.2 84 -29 4.6 -0.1
TMFX Motley Fool Next Index ETF 11.0 50 5 3.1 -1.6
KONG Formidable Fortress ETF 10.5 89 -34 5.1 +0.4
XMHQ Invesco S&P MidCap Quality ETF 10.5 25 30 6.0 +1.4
TMFM Motley Fool Mid-Cap Growth ETF 10.3 85 -30 2.0 -2.6
CSMD Congress SMid Growth ETF 10.2 69 -14 3.5 -1.1
POWA Invesco Bloomberg Pricing Power ETF 10.0 40 15 5.4 +0.8
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 9.6 40 15 6.7 +2.1
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 9.5 40 15 5.3 +0.7
PKB Invesco Building & Construction ETF 9.3 62 -7 3.6 -1.1
PAVE Global X U.S. Infrastructure Development ETF 9.2 47 8 4.5 -0.1
ABLD Abacus FCF Real Assets Leaders ETF 9.0 69 -14 6.2 +1.5
PRN Invesco Dorsey Wright Industrials Momentum ETF 8.7 60 -5 1.4 -3.2
FXZ First Trust Materials AlphaDEX Fund 8.6 61 -6 7.2 +2.6
BCDF Horizon Kinetics Blockchain Development ETF 8.6 85 -30 3.6 -1.0
MISL First Trust Indxx Aerospace & Defense ETF 8.5 60 -5 1.5 -3.1
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 8.4 52 3 4.9 +0.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 8.4 58 -3 4.8 +0.2
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 8.4 39 16 3.7 -0.9
CZA Invesco Zacks Mid-Cap ETF 8.2 72 -17 6.0 +1.4
RSPN Invesco S&P 500 Equal Weight Industrials ETF 7.7 40 15 4.3 -0.3
EFRA iShares Environmental Infrastructure and Industrials ETF 7.6 47 8 4.8 +0.2
RSPM Invesco S&P 500 Equal Weight Materials ETF 7.6 40 15 5.6 +1.0
OSCV Opus Small Cap Value ETF 7.6 79 -24 5.9 +1.3
XMMO Invesco S&P MidCap Momentum ETF 7.4 34 21 3.7 -0.9
SCDV Bahl & Gaynor Small Cap Dividend ETF 7.4 70 -15 4.0 -0.6
AMID Argent Mid Cap ETF Argent Mid Cap ETF 7.3 52 3 5.1 +0.5
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 7.1 48 7 8.0 +3.4
FXG First Trust Consumer Staples AlphaDEX Fund 7.0 63 -8 7.7 +3.1
VOT Vanguard Mid-Cap Growth ETF 7.0 7 48 3.2 -1.4
MAGA Point Bridge America First ETF 6.9 72 -17 5.1 +0.5
XAR State Street SPDR S&P Aerospace & Defense ETF 6.9 35 20 1.6 -3.0
BUL Pacer US Cash Cows Growth ETF 6.8 60 -5 3.4 -1.2
RNMC First Trust Mid Cap US Equity Select ETF 6.8 60 -5 6.3 +1.6
ROKT State Street SPDR S&P Kensho Final Frontiers ETF 6.7 45 10 0.9 -3.7
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 6.7 20 35 7.3 +2.7
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 6.7 60 -5 5.9 +1.3
IJK iShares S&P Mid-Cap 400 Growth ETF 6.7 17 38 4.3 -0.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 6.4 75 -20 6.4 +1.8
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 6.3 60 -5 5.4 +0.8
XHB State Street SPDR S&P Homebuilders ETF 6.3 35 20 10.6 +6.0
BEEZ Honeytree U.S. Equity ETF 6.3 64 -9 3.5 -1.1
RW Rainwater Equity ETF 6.2 125 -70 2.8 -1.8
PDP Invesco Dorsey Wright Momentum ETF 6.2 62 -7 1.7 -3.0
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 6.2 61 -6 5.9 +1.3
TOLL Tema Durable Quality ETF 6.1 75 -20 4.2 -0.4
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 6.0 15 40 4.4 -0.3
RBLD First Trust Alerian US NextGen Infrastructure ETF 6.0 65 -10 4.0 -0.6
PRNT 3D Printing ETF 6.0 66 -11 1.4 -3.2
QVAL Alpha Architect US Quantitative Value ETF 6.0 39 16 9.8 +5.2
IMCG iShares Morningstar Mid-Cap Growth ETF 5.9 6 49 3.6 -1.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 5.9 10 45 4.4 -0.2
QDIV Global X S&P 500 Quality Dividend ETF 5.9 20 35 7.7 +3.1
LCLG Logan Capital Broad Innovative Growth ETF 5.9 99 -44 3.2 -1.4
AVMC Avantis U.S. Mid Cap Equity ETF 5.8 18 37 6.2 +1.6
XLB The Materials Select Sector SPDR Fund 5.8 8 47 5.5 +0.9
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 5.8 60 -5 5.0 +0.4
FTC First Trust Large Cap Growth AlphaDEX Fund 5.7 59 -4 2.0 -2.7
SMOX Horizon Small/Mid Cap Core Equity ETF 5.7 75 -20 5.7 +1.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 5.6 38 17 5.3 +0.7
ITB iShares U.S. Home Construction ETF 5.6 40 15 11.2 +6.6
JOET Virtus Terranova US Quality Momentum ETF 5.5 29 26 3.9 -0.7
NUMV Nuveen ESG Mid-Cap Value ETF 5.5 31 24 5.8 +1.2
YOKE Yoke Core ETF 5.4 42 13 3.9 -0.8
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 5.4 60 -5 4.3 -0.3
EATZ AdvisorShares Restaurant ETF 5.4 101 -46 4.7 +0.1
DSTL Distillate US Fundamental Stability & Value ETF 5.4 39 16 7.5 +2.9
DGLO First Trust RBA Deglobalization ETF 5.3 70 -15 5.4 +0.8
IBOT Vaneck Robotics ETF 5.3 47 8 3.7 -0.9
TPHD Timothy Plan High Dividend Stock ETF 5.3 52 3 5.9 +1.3
XJH iShares ESG Screened S&P Mid-Cap ETF 5.2 12 43 6.3 +1.6
IWS iShares Russell Mid-Cap Value ETF 5.1 23 32 6.4 +1.8
AVMV Avantis U.S. Mid Cap Value ETF 5.1 20 35 7.5 +2.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 5.1 15 40 6.4 +1.8
PPA Invesco Aerospace & Defense ETF 5.1 58 -3 1.6 -3.0
MDY SPDR S&P Midcap 400 ETF Trust 5.1 23 32 6.2 +1.6
IJH iShares Core S&P Mid-Cap ETF 5.1 5 50 6.4 +1.8
FLOW Global X U.S. Cash Flow Kings 100 ETF 5.0 25 30 11.6 +7.0
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 5.0 30 25 7.3 +2.7
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 5.0 60 -5 7.3 +2.6
PRAY FIS Christian Stock Fund 4.9 69 -14 4.1 -0.5
RNSC Furst Trust Small Cap US Equity Select ETF 4.9 60 -5 4.5 -0.2
VIS Vanguard Industrials ETF 4.9 9 46 3.6 -1.0
IWR iShares Russell Midcap ETF 4.8 19 36 5.6 +1.0
JHMM John Hancock Multifactor Mid Cap ETF 4.8 42 13 5.7 +1.0
FIDU Fidelity MSCI Industrial Index ETF 4.8 8 47 3.6 -1.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.7 24 31 7.4 +2.8
VBK Vanguard Small-Cap Growth ETF 4.7 7 48 1.4 -3.3
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 4.7 49 6 3.9 -0.7
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 4.7 3 52 6.4 +1.8
IVOO Vanguard S&P Mid-Cap 400 ETF 4.6 7 48 6.4 +1.8
ECML Euclidean Fundamental Value ETF 4.6 95 -40 9.3 +4.7
MID American Century Mid Cap Growth Impact ETF 4.6 45 10 3.0 -1.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 4.6 80 -25 6.7 +2.1
CFA VictoryShares US 500 Volatility Wtd ETF 4.6 35 20 5.3 +0.7
NUMG Nuveen ESG Mid-Cap Growth ETF 4.6 31 24 1.8 -2.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 4.6 40 15 5.3 +0.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 4.5 15 40 4.5 -0.2
FITE State Street SPDR S&P Kensho Future Security ETF 4.5 45 10 1.3 -3.3
FTXR First Trust Nasdaq Transportation ETF 4.5 60 -5 7.3 +2.7
SMRI Bushido Capital US Equity ETF 4.4 71 -16 8.3 +3.7
TNUK Tortoise Nuclear Renaissance ETF 4.4 75 -20 0.7 -3.9
IYM iShares U.S. Basic Materials ETF 4.3 40 15 4.5 -0.1
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 4.3 12 43 5.3 +0.7
DEUS Xtrackers Russell US Multifactor ETF 4.3 17 38 6.6 +2.0
FSGS First Trust SMID Growth Strength ETF 4.3 60 -5 4.8 +0.2
AFMC First Trust Active Factor Mid Cap ETF 4.3 65 -10 7.5 +2.9
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 4.2 60 -5 4.1 -0.5
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 4.2 20 35 4.4 -0.2
SRHQ SRH U.S. Quality ETF 4.2 35 20 6.7 +2.0
BLES Inspire Global Hope ETF 4.2 61 -6 6.0 +1.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 4.2 20 35 5.5 +0.9
BULD Pacer BlueStar Engineering the Future ETF 4.2 60 -5 0.4 -4.2
LOGO Alpha Brands Consumption Leaders ETF 4.1 69 -14 2.5 -2.1
IYJ iShares U.S. Industrials ETF 4.1 40 15 4.0 -0.6
VEGI iShares MSCI Agriculture Producers ETF 4.1 39 16 7.4 +2.8
FEX First Trust Large Cap Core AlphaDEX Fund 4.1 59 -4 5.2 +0.6
SCHM Schwab U.S. Mid-Cap ETF 4.1 4 51 6.2 +1.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.1 70 -15 4.5 -0.1
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 4.1 60 -5 3.9 -0.7
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 4.1 40 15 4.2 -0.4
XLI The Industrial Select Sector SPDR Fund 4.1 8 47 3.6 -1.1
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.1 35 20 5.2 +0.6
MDEV First Trust Indxx Medical Devices ETF 4.0 70 -15 4.7 +0.1
VO Vanguard Mid-Cap ETF 4.0 4 51 5.4 +0.8
FTDS First Trust Dividend Strength ETF 4.0 70 -15 6.9 +2.3
MADE iShares U.S. Manufacturing ETF 4.0 40 15 3.6 -1.0
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 3.9 40 15 5.5 +0.9
FMAT Fidelity MSCI Materials Index ETF 3.9 8 47 5.0 +0.4
FDLS Inspire Fidelis Multi Factor ETF 3.9 76 -21 3.5 -1.2
FMDE Fidelity Enhanced Mid Cap ETF 3.9 23 32 5.6 +1.0
IVRS iShares Future Metaverse Tech and Communications ETF 3.8 47 8 5.1 +0.5
ABFL Abacus FCF Leaders ETF 3.8 59 -4 4.0 -0.6
MAKX ProShares S&P Kensho Smart Factories ETF 3.8 58 -3 1.6 -3.1
IHAK iShares Cybersecurity & Tech ETF 3.8 47 8 4.3 -0.3
SPAM Themes Cybersecurity ETF 3.8 35 20 2.7 -1.9
JEDI Defiance Drone and Modern Warfare ETF 3.8 69 -14 1.2 -3.4
STXM Strive Mid-Cap ETF 3.8 18 37 5.6 +1.0
VAW Vanguard Materials ETF 3.8 9 46 5.0 +0.4
SIXL ETC 6 Meridian Low Beta Equity ETF 3.8 80 -25 5.7 +1.1
IMCB iShares Morningstar Mid-Cap ETF 3.7 4 51 5.5 +0.9
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 3.7 20 35 6.4 +1.8
TMFG Motley Fool Global Opportunities ETF 3.7 85 -30 3.9 -0.8
SIZE iShares MSCI USA Size Factor ETF 3.7 15 40 5.6 +1.0
ROUS Hartford Multifactor US Equity ETF 3.7 19 36 5.6 +1.0
TPHE Timothy Plan High Dividend Stock Enhanced ETF 3.7 54 1 5.8 +1.1
MOO VanEck Agribusiness ETF 3.6 53 2 8.7 +4.1
GRNJ Fundstrat Granny Shts US Sm- &Mid-CapETF 3.6 75 -20 2.2 -2.4
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.6 29 26 6.4 +1.8
XMLV Invesco S&P MidCap Low Volatility ETF 3.6 25 30 6.6 +2.0
EUSA iShares MSCI USA Equal Weighted ETF 3.6 9 46 5.6 +1.0
ABIG Argent Large Cap ETF 3.6 49 6 4.5 -0.1
IWP iShares Russell Mid-Cap Growth ETF 3.6 23 32 2.8 -1.8
DSMC Distillate Small/Mid Cash Flow ETF 3.6 55 0 11.3 +6.7
AIRR First Trust RBA American Industrial Renaissance ETF 3.6 70 -15 3.9 -0.7
PKW Invesco Buyback Achievers ETF 3.6 62 -7 7.3 +2.7
DVGR DAC 3D Dividend Growth ETF 3.6 65 -10 4.8 +0.2
LEAD Siren DIVCON Leaders Dividend ETF 3.5 43 12 3.7 -0.9
BFOR ALPS Barron's 400 ETF 3.5 65 -10 5.1 +0.5
IJJ iShares S&P Mid-Cap 400 Value ETF 3.5 18 37 8.2 +3.6
DAK Dakota Active Equity ETF 3.5 43 12 3.9 -0.7
WTV WisdomTree US Value Fund of Benef Interest 3.5 12 43 7.9 +3.3
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.4 35 20 6.7 +2.1
KBWP Invesco KBW Property & Casualty Insurance ETF 3.4 35 20 6.8 +2.2
GQI Natixis Gateway Quality Income ETF 3.4 34 21 4.5 -0.2
SMLF iShares U.S. SmallCap Equity Factor ETF 3.4 15 40 5.4 +0.7
ALIL Argent Focused Small Cap ETF 3.4 74 -19 5.9 +1.3
LVDS JPMorgan Fundamental Data Science Large Value ETF 3.4 49 6 5.2 +0.6
KCE State Street SPDR S&P Capital Markets ETF 3.4 35 20 6.2 +1.6
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 3.4 15 40 8.2 +3.6
SDY State Street SPDR S&P Dividend ETF 3.4 35 20 5.9 +1.3
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.3 60 -5 5.2 +0.6
RSPH Invesco S&P 500 Equal Weight Health Care ETF 3.3 40 15 7.2 +2.6
HOMZ Hoya Capital Housing ETF 3.3 30 25 9.9 +5.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.3 9 46 5.3 +0.7
VB Vanguard Small-Cap ETF 3.3 5 50 5.5 +0.9
PTL Inspire 500 ETF 3.3 9 46 4.6 +0.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 3.3 10 45 8.3 +3.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.3 7 48 5.7 +1.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.3 4 51 5.8 +1.1
TAX Cambria Tax Aware ETF 3.3 49 6 4.4 -0.2
ITA iShares U.S. Aerospace & Defense ETF 3.3 40 15 1.4 -3.3
FVD First Trust Value Line Dividend Index Fund 3.3 65 -10 5.5 +0.9
DON WisdomTree U.S. MidCap Dividend Fund 3.3 38 17 8.2 +3.6
FSMD Fidelity Small-Mid Multifactor ETF 3.2 15 40 7.0 +2.4
MBOX Freedom Day Dividend ETF 3.2 39 16 7.0 +2.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.2 64 -9 1.4 -3.2
BGDV Bahl & Gaynor Dividend ETF 3.2 45 10 4.0 -0.6
RSP Invesco S&P 500 Equal Weight ETF 3.2 20 35 6.0 +1.4
IFRA iShares U.S. Infrastructure ETF 3.2 30 25 5.7 +1.1
FLDZ RiverNorth Patriot ETF 3.2 75 -20 5.7 +1.0
CALF Pacer US Small Cap Cash Cows 100 ETF 3.2 59 -4 9.6 +5.0
NBDS Neuberger Berman Disrupters ETF 3.1 55 0 0.9 -3.7
FBOT Fidelity Disruptive Automation ETF 3.1 50 5 3.1 -1.5
OPTZ Optimize Strategy Index ETF 3.1 50 5 4.1 -0.5
NATO Themes Transatlantic Defense ETF 3.1 35 20 1.6 -3.0
LQPE PEO AlphaQuest Thematic PE ETF 3.1 125 -70 4.9 +0.3
JQUA JPMorgan U.S. Quality Factor ETF 3.0 12 43 5.2 +0.6
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 3.0 65 -10 3.6 -1.0
RPG Invesco S&P 500 Pure Growth ETF 3.0 35 20 3.0 -1.6
SCHD Schwab US Dividend Equity ETF 3.0 6 49 8.2 +3.6
BIBL Inspire 100 ETF 3.0 35 20 4.6 -0.0
FTA First Trust Large Cap Value AlphaDEX Fund 3.0 59 -4 7.7 +3.1
USMV iShares MSCI USA Min Vol Factor ETF 3.0 15 40 5.1 +0.5
SURE AdvisorShares Insiders Advantage ETF 3.0 90 -35 8.2 +3.6
AFLG First Trust Active Factor Large Cap ETF 2.9 55 0 5.3 +0.7
ALTL Pacer Lunt Large Cap Alternator ETF 2.9 60 -5 4.7 +0.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 2.9 35 20 5.7 +1.1
RSPT Invesco S&P 500 Equal Weight Technology ETF 2.9 40 15 4.9 +0.3
RNIN Bushido Capital US SMID Cap Equity ETF 2.9 70 -15 11.4 +6.8
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 2.8 25 30 4.8 +0.2
FTAG First Trust Indxx Global Agriculture ETF 2.8 70 -15 7.1 +2.5
SPLV Invesco S&P 500 Low Volatility ETF 2.8 25 30 4.8 +0.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.8 18 37 5.0 +0.4
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 2.8 20 35 0.9 -3.7
CBSE Clough Select Equity ETF 2.8 85 -30 0.5 -4.1
JSTC Adasina Social Justice All Cap Global ETF 2.8 89 -34 4.7 +0.1
NETZ TCW Transform Systems ETF 2.8 75 -20 1.4 -3.2
FXD First Trust Consumer Discretionary AlphaDEX Fund 2.8 61 -6 7.7 +3.1
RWK Invesco S&P MidCap 400 Revenue ETF 2.8 39 16 8.4 +3.8
FTRI First Trust Indxx Global Natural Resources Income ETF 2.8 70 -15 6.1 +1.5
USMF WisdomTree U.S. Multifactor Fund 2.8 28 27 6.4 +1.8
FCPI Fidelity Stocks for Inflation ETF 2.7 15 40 6.0 +1.4
RSPF Invesco S&P 500 Equal Weight Financials ETF 2.7 40 15 6.5 +1.9
NUKZ Range Nuclear Renaissance Index ETF 2.7 85 -30 1.3 -3.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.7 15 40 5.4 +0.8
XOEF iShares S&P 500 ex S&P 100 ETF 2.7 20 35 4.9 +0.3
PSET Principal Quality ETF 2.6 15 40 4.8 +0.2
VFQY Vanguard U.S. Quality Factor ETF 2.6 13 42 5.7 +1.1
ULVM VictoryShares US Value Momentum ETF 2.6 20 35 6.4 +1.8
CLNR IQ Cleaner Transport ETF 2.6 45 10 3.9 -0.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.6 18 37 6.9 +2.3
CGW Invesco S&P Global Water Index ETF 2.6 57 -2 4.3 -0.3
PHO Invesco Water Resources ETF 2.6 60 -5 4.7 +0.1
PIO Invesco Global Water ETF 2.6 75 -20 4.2 -0.4
DEMZ Democratic Large Cap Core ETF 2.6 45 10 4.0 -0.6
OCEN IQ Clean Oceans ETF 2.6 45 10 4.5 -0.1
FIW First Trust Water ETF 2.6 53 2 4.8 +0.2
EVX VanEck Environmental Services ETF 2.6 55 0 3.9 -0.8
AQWA Global X Clean Water ETF 2.6 50 5 4.7 +0.1
ETEC iShares Breakthrough Environmental Solutions ETF 2.6 47 8 3.1 -1.5
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 2.6 45 10 4.5 -0.1
TBLU Tortoise Global Water ESG ETF 2.6 40 15 4.3 -0.3
FMKT The Free Markets ETF 2.5 76 -21 4.3 -0.4
INCE Franklin Income Equity Focus ETF 2.5 29 26 5.3 +0.7
ARKX ARK Space Exploration & Innovation ETF 2.5 75 -20 0.0 -4.6
TTAC FCF US Quality ETF 2.5 59 -4 5.3 +0.7
FTXG First Trust Nasdaq Food & Beverage ETF 2.5 60 -5 7.3 +2.6
QUAL iShares MSCI USA Quality Factor ETF 2.4 15 40 4.6 -0.1
EQAL Invesco Russell 1000 Equal Weight ETF 2.4 20 35 6.2 +1.6
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.4 15 40 7.2 +2.6
SPGP Invesco S&P 500 GARP ETF 2.4 34 21 5.9 +1.3
SMMD iShares Russell 2500 ETF 2.4 15 40 6.0 +1.4
HGRO Hedgeye Quality Growth ETF 2.4 70 -15 3.5 -1.1
ACWV iShares MSCI Global Min Vol Factor ETF 2.4 20 35 5.6 +1.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.3 24 31 6.4 +1.8
VBR Vanguard Small Cap Value ETF 2.3 7 48 8.2 +3.6
XITK State Street SPDR FactSet Innovative Technology ETF 2.3 45 10 0.2 -4.4
SGRT SMART Earnings Growth 30 ETF 2.3 59 -4 3.0 -1.6
SUPL ProShares Supply Chain Logistics ETF 2.3 58 -3 7.9 +3.3
IYT iShares US Transportation ETF 2.3 40 15 4.7 +0.1
XTN State Street SPDR S&P Transportation ETF 2.3 35 20 3.9 -0.7
ZIG Acquirers Fund 2.3 84 -29 20.3 +15.6
QQLV Invesco QQQ Low Volatility ETF 2.3 25 30 4.1 -0.5
FCTE SMI 3Fourteen Full-Cycle Trend ETF 2.3 85 -30 4.2 -0.4
RTH VanEck Retail ETF 2.3 35 20 4.5 -0.1
CHGX AXS Change Finance ESG ETF 2.3 49 6 4.9 +0.2
HDUS Hartford Disciplined US Equity ETF 2.3 19 36 5.0 +0.3
PFI Invesco Dorsey Wright Financial Momentum ETF 2.2 60 -5 5.1 +0.5
VXF Vanguard Extended Market ETF 2.2 5 50 4.0 -0.6
DIVL Madison Dividend Value ETF 2.2 65 -10 4.7 +0.1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.2 49 6 4.8 +0.2
LYLD Cambria Large Cap Shareholder Yield ETF 2.2 59 -4 8.3 +3.7
SFYX SoFi Next 500 ETF 2.2 0 55 5.0 +0.4
GVLU Gotham 1000 Value ETF 2.2 50 5 8.2 +3.6
EXI iShares Global Industrials ETF 2.2 42 13 3.6 -1.0
XHS State Street SPDR S&P Health Care Services ETF 2.2 35 20 4.0 -0.6
DTEC ALPS Disruptive Technologies ETF 2.2 50 5 3.7 -0.9
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.2 35 20 4.8 +0.2
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.2 60 -5 9.7 +5.1
IHI iShares U.S. Medical Devices ETF 2.2 40 15 4.1 -0.5
BMED Future Health ETF 2.2 85 -30 1.2 -3.5
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.1 20 35 4.3 -0.3
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 2.1 60 -5 8.1 +3.5
SHPP Pacer Industrials and Logistics ETF 2.1 60 -5 7.1 +2.5
FFSM Fidelity Fundamental Small-Mid Cap ETF 2.1 43 12 5.3 +0.7
SYLD Cambria Shareholder Yield ETF 2.1 59 -4 10.7 +6.1
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.1 39 16 1.2 -3.4
DFLV Dimensional US Large Cap Value ETF 2.1 22 33 6.5 +1.9
FTGS First Trust Growth Strength ETF 2.1 60 -5 3.6 -1.0
CAML Congress Large Cap Growth ETF 2.1 66 -11 2.4 -2.2
VOE Vanguard Mid-Cap Value ETF 2.0 7 48 6.9 +2.3
SXQG ETC 6 Meridian Quality Growth ETF 2.0 100 -45 2.8 -1.8
TRFM AAM Transformers ETF 2.0 49 6 1.2 -3.4
RDVY First Trust Rising Dividend Achievers ETF 2.0 50 5 5.4 +0.8
STXD Strive 1000 Dividend Growth ETF 2.0 35 20 4.5 -0.1
SSPY Syntax Stratified LargeCap ETF 2.0 30 25 6.2 +1.6
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.0 17 38 5.3 +0.7
QUVU Hartford Quality Value ETF 2.0 46 9 5.8 +1.2
FTCS First Trust Capital Strength ETF 2.0 55 0 5.2 +0.6
FMET Fidelity Metaverse ETF 2.0 39 16 4.9 +0.2
FAB First Trust Multi Cap Value AlphaDEX Fund 1.9 67 -12 8.9 +4.3
ISCG iShares Morningstar Small-Cap Growth ETF 1.9 6 49 2.9 -1.7
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.9 35 20 3.8 -0.8
NANC Unusual Whales Subversive Democratic Trading ETF 1.9 75 -20 3.2 -1.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.9 60 -5 6.1 +1.5
QDEF FlexShares Quality Dividend Defensive Index Fund 1.9 37 18 5.5 +0.9
EZM WisdomTree U.S. MidCap Fund 1.9 38 17 8.4 +3.8
YALL God Bless America ETF 1.9 65 -10 4.1 -0.6
JRE Janus Henderson U.S. Real Estate ETF 1.9 65 -10 6.0 +1.4
VNSE Natixis Vaughan Nelson Select ETF 1.9 80 -25 3.5 -1.1
FDFF Fidelity Disruptive Finance ETF 1.9 50 5 5.5 +0.8
VLUE iShares MSCI USA Value Factor ETF 1.9 15 40 8.0 +3.4
REVS Columbia Research Enhanced Value ETF 1.9 19 36 7.0 +2.4
QUS State Street SPDR MSCI USA StrategicFactors ETF 1.9 15 40 5.1 +0.5
XHE State Street SPDR S&P Health Care Equipment ETF 1.9 35 20 3.7 -0.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.9 9 46 4.5 -0.1
FXH First Trust Health Care AlphaDEX Fund 1.8 62 -7 4.8 +0.2
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.8 50 5 3.4 -1.2
SPDV AAM S&P 500 High Dividend Value ETF 1.8 29 26 11.0 +6.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.8 10 45 3.9 -0.7
USXF iShares ESG Advanced MSCI USA ETF 1.8 10 45 4.2 -0.4
MXI iShares Global Materials ETF 1.8 41 14 6.0 +1.4
VSDA VictoryShares Dividend Accelerator ETF 1.8 35 20 6.4 +1.7
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 1.8 10 45 3.9 -0.7
IMCV iShares Morningstar Mid-Cap Value ETF 1.8 6 49 7.1 +2.5
XRT State Street SPDR S&P Retail ETF 1.8 35 20 7.5 +2.9
FSST Fidelity Sustainable U.S. Equity ETF 1.8 59 -4 3.3 -1.4
MNZL Manzil Russell Halal USA Broad MarketETF 1.8 40 15 4.1 -0.5
COWS Amplify Cash Flow Dividend Leaders ETF 1.8 0 55 7.5 +2.9
THRO iShares U.S. Thematic Rotation Active ETF 1.7 90 -35 3.4 -1.2
ZECP Zacks Earnings Consistent Portfolio ETF 1.7 55 0 4.2 -0.4
JHML John Hancock Multifactor Large Cap ETF 1.7 29 26 4.7 +0.1
JMOM JPMorgan U.S. Momentum Factor ETF 1.7 12 43 3.7 -0.9
KIE State Street SPDR S&P Insurance ETF 1.7 35 20 6.7 +2.1
CVY Invesco Zacks Multi-Asset Income ETF 1.7 106 -51 10.3 +5.7
DXUV Dimensional US Vector Equity ETF 1.7 28 27 5.5 +0.9
MCDS JPMorgan Fundamental Data Science Mid Core ETF 1.7 35 20 5.1 +0.5
IWD iShares Russell 1000 Value ETF 1.7 19 36 5.7 +1.1
VONV Vanguard Russell 1000 Value ETF 1.7 7 48 5.8 +1.2
AVLV Avantis U.S. Large Cap Value ETF 1.6 15 40 6.2 +1.6
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.6 15 40 3.3 -1.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.6 20 35 5.8 +1.2
FLRG Fidelity U.S. Multifactor ETF 1.6 15 40 6.0 +1.4
FXL First Trust Technology AlphaDEX Fund 1.6 61 -6 6.2 +1.6
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 1.6 15 40 7.0 +2.4
FFLC Fidelity Fundamental Large Cap Core ETF 1.6 38 17 4.1 -0.5
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.6 46 9 7.5 +2.9
DFAC Dimensional U.S. Core Equity 2 ETF 1.6 17 38 4.9 +0.3
AUSF Global X Adaptive U.S. Factor ETF 1.6 27 28 8.0 +3.3
DIVE Dana Concentrated Dividend ETF 1.6 65 -10 6.9 +2.3
ONEY State Street SPDR Russell 1000 Yield Focus ETF 1.6 20 35 8.9 +4.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.6 29 26 4.2 -0.4
GDIV Harbor Dividend Growth Leaders ETF 1.6 50 5 4.1 -0.5
FTWO Strive FAANG 2.0 ETF 1.6 49 6 3.6 -1.0
HAP VanEck Natural Resources ETF 1.6 50 5 6.7 +2.1
SMOT VanEck Morningstar SMID Moat ETF 1.6 49 6 6.6 +2.0
VFMV Vanguard U.S. Minimum Volatility ETF 1.6 13 42 5.7 +1.1
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.6 60 -5 5.0 +0.4
GVUS Marketbeta Russell 1000 Value Equity ETF 1.6 12 43 5.7 +1.1
DFUV Dimensional US Marketwide Value ETF 1.5 22 33 6.5 +1.9
FNK First Trust Mid Cap Value AlphaDEX Fund 1.5 70 -15 9.8 +5.2
DRIV Global X Autonomous & Electric Vehicles ETF 1.5 68 -13 3.9 -0.8
QLV FlexShares US Quality Low Volatility Index Fund 1.5 22 33 4.9 +0.3
DFVX Dimensional US Large Cap Vector ETF 1.5 22 33 5.4 +0.8
IEDI iShares U.S. Consumer Focused ETF 1.5 18 37 4.8 +0.2
TMDV ProShares Russell US Dividend Growers ETF 1.5 35 20 6.1 +1.5
FDWM Fidelity Women's Leadership ETF 1.5 59 -4 3.7 -1.0
IUSV iShares Core S&P US Value ETF 1.5 4 51 5.9 +1.3
ISCB iShares Morningstar Small-Cap ETF 1.5 4 51 5.7 +1.1
DCOR Dimensional US Core Equity 1 ETF 1.5 14 41 4.8 +0.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.5 19 36 5.2 +0.6
EQRR ProShares Equities for Rising Rates ETF 1.5 35 20 6.5 +1.8
VIG Vanguard Dividend Appreciation ETF 1.5 5 50 5.0 +0.4
OUSA ALPS O'Shares U.S. Quality Dividend ETF 1.5 48 7 5.4 +0.8
VFMO Vanguard U.S. Momentum Factor ETF 1.5 13 42 1.9 -2.7
DFSU Dimensional US Sustainability Core 1 ETF 1.5 18 37 4.8 +0.2
NUSC Nuveen ESG Small-Cap ETF 1.5 31 24 5.2 +0.6
SDOG ALPS Sector Dividend Dogs ETF 1.5 36 19 8.4 +3.8
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.4 50 5 8.6 +4.0
IYK iShares U.S. Consumer Staples ETF 1.4 40 15 5.7 +1.1
FNDA Schwab Fundamental US Small Co. Index ETF 1.4 25 30 6.5 +1.9
AESR Anfield U.S. Equity Sector Rotation ETF 1.4 108 -53 3.2 -1.4
VOOV Vanguard S&P 500 Value ETF 1.4 7 48 5.7 +1.1
IVE iShares S&P 500 Value ETF 1.4 18 37 5.6 +1.0
SPYV State Street SPDR Portfolio S&P 500 Value ETF 1.4 4 51 5.8 +1.2
FNX First Trust Mid Cap Core AlphaDEX Fund 1.4 60 -5 6.5 +1.9
VALQ American Century U.S. Quality Value ETF 1.4 29 26 6.9 +2.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.4 65 -10 4.9 +0.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.4 70 -15 2.2 -2.4
STCE Schwab Crypto Thematic ETF 1.4 30 25 3.2 -1.5
ILCG iShares Morningstar Growth ETF 1.4 4 51 3.3 -1.4
PFM Invesco Dividend Achievers ETF 1.4 53 2 4.8 +0.1
DIVG Invesco S&P 500 High Dividend Growers ETF 1.4 39 16 7.5 +2.9
IQM Franklin Intelligent Machines ETF 1.4 50 5 1.4 -3.2
NVIR Horizon Kinetics Energy and Remediation ETF 1.3 85 -30 5.1 +0.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.3 25 30 5.6 +1.0
QWLD SPDR MSCI World StrategicFactors ETF 1.3 30 25 5.2 +0.6
NULV Nuveen ESG Large-Cap Value ETF 1.3 26 29 5.4 +0.8
PWB Invesco Large Cap Growth ETF 1.3 56 -1 2.2 -2.4
NUDV Nuveen ESG Dividend ETF 1.3 26 29 6.1 +1.5
ROBO ROBO Global Robotics & Automation Index ETF 1.3 95 -40 2.7 -1.9
XLY The Consumer Discretionary Select Sector SPDR Fund 1.3 8 47 4.3 -0.3
AVUQ Avantis U.S. Quality ETF 1.3 15 40 3.7 -0.9
AVUS Avantis U.S. Equity ETF 1.3 15 40 5.1 +0.4
DFAT Dimensional U.S. Targeted Value ETF 1.3 28 27 9.1 +4.5
NANR SPDR S&P North American Natural Resources ETF 1.3 35 20 6.2 +1.6
DSPY Tema S&P 500 Historical Weight ETF 1.2 18 37 4.6 +0.0
VDC Vanguard Consumer Staples ETF 1.2 9 46 5.2 +0.6
DFAU Dimensional US Core Equity Market ETF 1.2 12 43 4.5 -0.1
SCHV Schwab U.S. Large-Cap Value ETF 1.2 4 51 5.9 +1.3
HLAL Wahed FTSE USA Shariah ETF 1.2 50 5 4.0 -0.6
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.2 19 36 4.9 +0.3
MOAT VanEck Morningstar Wide Moat ETF 1.2 46 9 5.4 +0.8
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 1.2 8 47 5.2 +0.6
BGIG Bahl & Gaynor Income Growth ETF 1.2 45 10 4.5 -0.1
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.2 15 40 4.5 -0.1
ROE Astoria US Quality Kings ETF 1.2 49 6 5.7 +1.1
ASCE Allspring SMID Core ETF 1.2 38 17 3.3 -1.3
SGLC SGI U.S. Large Cap Core ETF 1.2 85 -30 4.0 -0.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.2 29 26 5.9 +1.3
RECS Columbia Research Enhanced Core ETF 1.2 15 40 5.5 +0.9
VEGN US Vegan Climate ETF 1.2 60 -5 4.2 -0.4
WSML iShares MSCI World Small-Cap ETF 1.2 15 40 5.6 +1.0
TXS Texas Capital Texas Equity Index ETF 1.2 49 6 5.0 +0.4
ARKQ ARK Autonomous Technology & Robotics ETF 1.2 75 -20 1.0 -3.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.2 15 40 6.2 +1.6
EVUS iShares ESG Aware MSCI USA Value ETF 1.1 18 37 5.8 +1.2
IHF iShares U.S. Healthcare Providers ETF 1.1 40 15 8.1 +3.5
MFMO Motley Fool Momentum Factor ETF 1.1 50 5 2.3 -2.3
STXG Strive 1000 Growth ETF 1.1 18 37 3.4 -1.2
FBCV Fidelity Blue Chip Value ETF 1.1 59 -4 6.0 +1.4
DGRW WisdomTree US Quality Dividend Growth Fund 1.1 28 27 5.1 +0.4
IYC iShares U.S. Consumer Discretionary ETF 1.1 40 15 3.4 -1.2
ISCV iShares Morningstar Small Cap Value ETF 1.1 6 49 8.1 +3.5
IGE iShares North American Natural Resources ETF 1.1 41 14 5.5 +0.9
AVSU Avantis Responsible U.S. Equity ETF 1.1 15 40 5.3 +0.7
IUS Invesco RAFI Strategic US ETF 1.1 19 36 6.0 +1.3
VFLO VictoryShares Free Cash Flow ETF 1.1 39 16 8.0 +3.4
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.1 49 6 8.6 +4.0
KOCG FIS Knights of Columbus Global Belief ETF 1.1 75 -20 4.3 -0.3
PRXG Praxis Impact Large Cap Growth ETF 1.1 36 19 3.3 -1.4
FDLO Fidelity Low Volatility Factor ETF 1.1 15 40 4.8 +0.2
XMAG Defiance Large Cap ex-Mag 7 ETF 1.1 35 20 4.6 -0.0
DSI iShares MSCI KLD 400 Social ETF 1.1 25 30 4.4 -0.2
SPVU Invesco S&P 500 Enhanced Value ETF 1.1 13 42 8.7 +4.1
LST Leuthold Select Industries ETF 1.1 91 -36 5.2 +0.6
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.1 60 -5 6.8 +2.2
GNR SPDR S&P Global Natural Resources ETF 1.0 40 15 8.3 +3.7
SCHG Schwab U.S. Large-Cap Growth ETF 1.0 4 51 3.5 -1.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.0 45 10 3.9 -0.8
YLDE ClearBridge Dividend Strategy ESG ETF 1.0 60 -5 5.0 +0.4
FNDB Schwab Fundamental US Broad Market Index ETF 1.0 25 30 6.6 +1.9
FUNL CornerCap Fundametrics Large-Cap ETF 1.0 50 5 6.1 +1.5
SCHK Schwab 1000 Index ETF 1.0 5 50 4.5 -0.1
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.0 49 6 7.5 +2.9
VFMF Vanguard U.S. Multifactor ETF 1.0 18 37 7.0 +2.4
COWZ Pacer US Cash Cows 100 ETF 1.0 49 6 7.5 +2.9
SCHX Schwab U.S. Large-Cap ETF 1.0 3 52 4.5 -0.1
VUSV Vanguard Wellington U.S. Value Active ETF 1.0 30 25 5.9 +1.3
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.0 30 25 4.1 -0.5
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 1.0 45 10 -1.6 -6.2
JVAL JPMorgan U.S. Value Factor ETF 1.0 12 43 7.5 +2.8
FNDX Schwab Fundamental US Large Co. Index ETF 1.0 25 30 6.6 +2.0
LOWV AB US Low Volatility Equity ETF 1.0 48 7 4.3 -0.3
IWB iShares Russell 1000 ETF 1.0 15 40 4.4 -0.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.0 12 43 4.7 +0.0
IYY iShares Dow Jones U.S. ETF 1.0 20 35 4.3 -0.3
VONE Vanguard Russell 1000 ETF 1.0 7 48 4.4 -0.2
DFUS Dimensional U.S. Equity ETF 1.0 9 46 4.3 -0.3
SCHB Schwab U.S. Broad Market ETF 1.0 3 52 4.5 -0.2
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.0 3 52 4.6 -0.0
DGRO iShares Core Dividend Growth ETF 1.0 8 47 5.6 +1.0
FLQL Franklin LibertyQ U.S. Equity ETF 1.0 15 40 4.8 +0.2
CGGR Capital Group Growth ETF 1.0 39 16 2.6 -2.0
DRUP GraniteShares Nasdaq Select Disruptors ETF 1.0 60 -5 3.6 -1.0
SFGV Sequoia Global Value ETF 1.0 23 32 7.3 +2.6
CATH Global X S&P 500 Catholic Values Custom ETF 1.0 29 26 4.2 -0.4
PRF Invesco FTSE RAFI US 1000 ETF 1.0 34 21 6.0 +1.4
SUSA iShares MSCI USA ESG Select ETF 1.0 25 30 4.2 -0.4
SPXT ProShares S&P 500 Ex-Technology ETF 1.0 9 46 4.9 +0.3
IWV iShares Russell 3000 ETF 1.0 20 35 4.2 -0.4
VCLN Virtus Duff & Phelps Clean Energy ETF 1.0 59 -4 2.8 -1.9
VTI Vanguard Total Stock Market ETF 1.0 3 52 4.4 -0.3
TOPC iShares S&P 500 3% Capped ETF 1.0 15 40 4.6 -0.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.0 3 52 4.4 -0.3
VTHR Vanguard Russell 3000 ETF 0.9 7 48 4.4 -0.3
FPAG FPA Global Equity ETF 0.9 49 6 6.1 +1.5
SPHQ Invesco S&P 500 Quality ETF 0.9 15 40 4.7 +0.1
RSHO Tema American Reshoring ETF 0.9 75 -20 3.9 -0.7
RCGE RockCreek Global Equality ETF 0.9 95 -40 6.2 +1.6
IYF iShares U.S. Financials ETF 0.9 40 15 5.9 +1.3
SUSL iShares ESG MSCI USA Leaders ETF 0.9 10 45 4.4 -0.2
QLC FlexShares US Quality Large Cap Index Fund 0.9 25 30 4.8 +0.2
RFFC ALPS Active Equity Opportunity ETF 0.9 48 7 3.8 -0.8
FDG American Century Focused Dynamic Growth ETF 0.9 45 10 1.8 -2.8
ETHO Etho Climate Leadership U.S. ETF 0.9 47 8 4.8 +0.2
CZAR Themes Natural Monopoly ETF 0.9 35 20 5.2 +0.6
PRXV Praxis Impact Large Cap Value ETF 0.9 36 19 5.8 +1.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.9 11 44 4.4 -0.3
VCR Vanguard Consumer Discretionary ETF 0.9 9 46 4.4 -0.2
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.9 12 43 6.5 +1.9
DFAS Dimensional U.S. Small Cap ETF 0.9 26 29 5.9 +1.3
ICAP InfraCap Equity Income Fund ETF 0.9 171 -116 4.6 -0.1
ILCB iShares Morningstar U.S. Equity ETF 0.9 3 52 4.3 -0.3
CHRI Global X S&P 500 Christian Values ETF 0.9 29 26 4.2 -0.5
QLTY GMO U.S. Quality ETF 0.9 50 5 4.2 -0.4
ESGU iShares ESG Aware MSCI USA ETF 0.9 15 40 4.4 -0.2
PBUS Invesco MSCI USA ETF 0.9 4 51 4.4 -0.2
TEXN iShares Texas Equity ETF 0.9 20 35 5.3 +0.7
MVAL VanEck Morningstar Wide Moat Value ETF 0.9 49 6 6.0 +1.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.9 25 30 5.2 +0.6
AQLT iShares MSCI Global Quality Factor ETF 0.9 18 37 0.0 -4.6
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.9 95 -40 -0.5 -5.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.9 10 45 4.5 -0.1
TOV JLens 500 Jewish Advocacy U.S. ETF 0.9 18 37 4.1 -0.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.8 20 35 5.0 +0.4
RXI iShares Global Consumer Discretionary ETF 0.8 41 14 7.9 +3.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.8 10 45 4.4 -0.2
NULC Nuveen ESG Large-Cap ETF 0.8 21 34 4.2 -0.4
FQAL Fidelity Quality Factor ETF 0.8 15 40 4.9 +0.3
XSW State Street SPDR S&P Software & Services ETF 0.8 35 20 2.9 -1.8
GXLC Global X U.S. 500 ETF 0.8 2 53 4.3 -0.3
VTV Vanguard Value ETF 0.8 4 51 6.0 +1.4
SRVR Pacer Data & Infrastructure Real Estate ETF 0.8 55 0 3.9 -0.7
XVV iShares ESG Screened S&P 500 ETF 0.8 8 47 4.4 -0.3
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.8 20 35 4.2 -0.4
STRV Strive 500 ETF 0.8 5 50 4.3 -0.3
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.8 8 47 4.4 -0.2
INRO iShares U.S. Industry Rotation Active ETF 0.8 42 13 3.8 -0.8
GINX SGI Enhanced Global Income ETF 0.8 98 -43 6.9 +2.3
IVV iShares Core S&P 500 ETF 0.8 3 52 4.4 -0.2
SPY SPDR S&P 500 ETF 0.8 9 46 4.4 -0.2
SPYM State Street SPDR Portfolio S&P 500 ETF 0.8 2 53 4.4 -0.2
VOO Vanguard S&P 500 ETF 0.8 3 52 4.4 -0.2
DIVN Horizon Dividend Income ETF 0.8 70 -15 6.4 +1.8
IGV iShares Expanded Tech-Software Sector ETF 0.8 41 14 3.4 -1.2
DUHP Dimensional US High Profitability ETF 0.8 21 34 5.2 +0.6
FELV Fidelity Enhanced Large Cap Value ETF 0.8 18 37 5.9 +1.3
MFVL Motley Fool Value Factor ETF 0.8 50 5 5.5 +0.9
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.8 25 30 4.3 -0.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.8 9 46 4.6 -0.1
GXPD Global X PureCap MSCI Consumer Discretionary ETF 0.8 25 30 3.5 -1.1
BUYZ Franklin Disruptive Commerce ETF 0.8 50 5 2.3 -2.4
JHSC John Hancock Multifactor Small Cap ETF 0.8 42 13 6.3 +1.7
GSPY Gotham Enhanced 500 ETF 0.8 50 5 4.7 +0.0
ITAN Sparkline Intangible Value ETF 0.8 50 5 6.4 +1.8
QVML Invesco S&P 500 QVM Multi-factor ETF 0.8 11 44 4.6 -0.0
DTD WisdomTree U.S. Total Dividend Fund 0.8 28 27 5.8 +1.2
BKLC BNY Mellon US Large Cap Core Equity ETF 0.8 0 55 4.4 -0.2
DIVB iShares Core Dividend ETF 0.7 5 50 7.5 +2.9
VOTE TCW Transform 500 ETF 0.7 5 50 4.3 -0.3
SPXE ProShares S&P 500 Ex-Energy ETF 0.7 9 46 4.3 -0.3
SPXN ProShares S&P 500 Ex-Financials ETF 0.7 9 46 4.2 -0.4
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.7 12 43 3.8 -0.8
RWL Invesco S&P 500 Revenue ETF 0.7 39 16 6.0 +1.4
LRGF iShares U.S. Equity Factor ETF 0.7 8 47 4.9 +0.2
PEXL Pacer US Export Leaders ETF 0.7 60 -5 3.5 -1.2
DFNV Donoghue Forlines Innovation ETF 0.7 69 -14 4.0 -0.6
IYH iShares U.S. Healthcare ETF 0.7 40 15 5.7 +1.1
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.7 56 -1 7.1 +2.5
SPXV ProShares S&P 500 Ex-Health Care ETF 0.7 9 46 4.2 -0.5
XMVM Invesco S&P MidCap Value with Momentum ETF 0.7 39 16 7.8 +3.2
VFH Vanguard Financials ETF 0.7 9 46 6.3 +1.7
AIEQ AI Powered Equity ETF 0.7 75 -20 3.9 -0.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 0.7 38 17 6.9 +2.3
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 0.7 35 20 6.9 +2.3
EBI Longview Advantage ETF 0.7 35 20 6.3 +1.7
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 0.7 5 50 7.6 +3.0
RVRB Reverb ETF 0.7 30 25 4.1 -0.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.7 2 53 4.4 -0.2
VSLU Applied Finance Valuation Large Cap ETF 0.7 49 6 4.9 +0.3
APUE ActivePassive U.S. Equity ETF 0.7 45 10 4.2 -0.4
AFSM First Trust Active Factor Small Cap ETF 0.7 75 -20 6.4 +1.8
ESGV Vanguard ESG U.S. Stock ETF 0.7 9 46 4.4 -0.2
SFY SoFi Select 500 ETF 0.7 0 55 4.0 -0.6
VUG Vanguard Growth ETF 0.7 4 51 3.5 -1.1
STXV Strive 1000 Value ETF 0.7 18 37 7.0 +2.4
SPMV Invesco S&P 500 Minimum Variance ETF 0.7 10 45 5.1 +0.5
TOK iShares MSCI Kokusai ETF 0.7 26 29 4.5 -0.1
VV Vanguard Large-Cap ETF 0.7 4 51 4.3 -0.3
XLF The Financial Select Sector SPDR Fund 0.7 8 47 5.8 +1.2
FFND Future Fund Active ETF 0.7 100 -45 4.5 -0.1
BRIF FIS Bright Portfolios Focused Equity ETF 0.7 65 -10 3.8 -0.8
FNCL Fidelity MSCI Financials Index ETF 0.7 8 47 6.2 +1.6
GOP Unusual Whales Subversive Republican Trading ETF 0.6 50 5 4.7 +0.1
FHLC Fidelity MSCI Health Care Index ETF 0.6 8 47 5.2 +0.6
VHT Vanguard Health Care ETF 0.6 9 46 5.0 +0.4
URTH iShares MSCI World ETF 0.6 24 31 4.6 -0.1
SPMO Invesco S&P 500 Momentum ETF 0.6 13 42 3.5 -1.1
KOKU Xtrackers MSCI Kokusai Equity ETF 0.6 9 46 4.6 0.0
SNSR Global X Internet of Things ETF 0.6 68 -13 4.2 -0.4
XLV The Health Care Select Sector SPDR Fund 0.6 8 47 6.4 +1.8
DRNZ REX Drone ETF 0.6 65 -10 -1.6 -6.2
EPS WisdomTree U.S. LargeCap Fund 0.6 8 47 5.0 +0.4
VT Vanguard Total World Stock ETF 0.6 6 49 5.3 +0.7
EGUS iShares ESG Aware MSCI USA Growth ETF 0.6 18 37 3.2 -1.4
ACVF American Conservative Values ETF 0.6 75 -20 3.9 -0.7
RAUS RACWI US ETF 0.6 15 40 4.4 -0.2
CCNR ALPS CoreCommodity Natural Resources ETF 0.6 39 16 8.2 +3.6
AOTS AOT Software Platform ETF 0.6 49 6 4.5 -0.1
IYG iShares US Financial Services ETF 0.6 40 15 5.4 +0.8
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.6 8 47 4.5 -0.1
VFVA Vanguard U.S. Value Factor ETF 0.6 13 42 9.7 +5.1
DLN WisdomTree U.S. LargeCap Dividend Fund 0.6 28 27 5.5 +0.9
WCEO Hypatia Women CEO ETF 0.6 85 -30 5.0 +0.4
QGRW WisdomTree U.S. Quality Growth Fund 0.6 28 27 3.0 -1.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.6 14 41 4.4 -0.3
ACWI iShares MSCI ACWI ETF 0.5 32 23 4.9 +0.3
IUSG iShares Core S&P U.S. Growth ETF 0.5 4 51 3.3 -1.3
WSGE Warren Street Global Equity ETF 0.5 80 -25 3.0 -1.6
QQMG Invesco ESG NASDAQ 100 ETF 0.5 20 35 3.5 -1.1
CVAR Cultivar ETF 0.5 87 -32 6.8 +2.2
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.5 15 40 8.5 +3.9
VERS ProShares Metaverse ETF 0.5 58 -3 0.6 -4.0
KRMA Global X Conscious Companies ETF 0.5 43 12 5.5 +0.9
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -24 4.5 -0.1
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 0.5 15 40 6.0 +1.3
AVIE Avantis  Inflation Focused Equity ETF 0.5 25 30 6.1 +1.5
DVY iShares Select Dividend ETF 0.5 38 17 8.1 +3.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.5 7 48 4.3 -0.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.5 25 30 8.3 +3.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.5 7 48 4.5 -0.1
SCHA Schwab U.S. Small-Cap ETF 0.5 4 51 4.9 +0.2
SNPE Xtrackers S&P 500 ESG ETF 0.5 10 45 4.6 -0.1
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.5 49 6 5.1 +0.5
NIXT Research Affiliates Deletions ETF 0.5 9 46 7.3 +2.7
RAFE PIMCO RAFI ESG U.S. ETF 0.5 29 26 6.6 +2.0
RPV Invesco S&P 500 Pure Value ETF 0.5 35 20 9.0 +4.4
GQQQ Astoria US Quality Growth Kings ETF 0.5 35 20 3.6 -1.0
QDF FlexShares Quality Dividend Index Fund 0.5 37 18 5.6 +1.0
ENHU iShares Enhanced Large Cap Core Active ETF 0.5 22 33 4.3 -0.3
VYM Vanguard High Dividend Yield Index ETF 0.5 6 49 6.2 +1.6
QQQ Invesco QQQ Trust Series I 0.5 20 35 3.5 -1.1
QQQM Invesco NASDAQ 100 ETF 0.5 15 40 3.6 -1.0
FESM Fidelity Enhanced Small Cap ETF 0.5 28 27 2.6 -2.0
NULG Nuveen ESG Large-Cap Growth ETF 0.5 26 29 3.1 -1.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.4 75 -20 3.4 -1.2
CGDG Capital Group Dividend Growers ETF 0.4 47 8 5.2 +0.6
XLK The Technology Select Sector SPDR Fund 0.4 8 47 3.9 -0.7
JGRO JPMorgan Active Growth ETF 0.4 44 11 2.5 -2.1
IXJ iShares Global Healthcare ETF 0.4 42 13 6.0 +1.4
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.4 20 35 4.8 +0.2
QGRO American Century U.S. Quality Growth ETF 0.4 29 26 3.9 -0.7
CGGO Capital Group Global Growth Equity ETF 0.4 47 8 4.5 -0.1
ILCV iShares Morningstar Value ETF 0.4 4 51 5.5 +0.9
WLDR Affinity World Leaders Equity ETF 0.4 67 -12 6.7 +2.1
VGT Vanguard Information Technology ETF 0.4 9 46 3.6 -1.0
EQIN Columbia US Equity Income ETF 0.4 35 20 6.1 +1.5
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 34 3.1 -1.5
WOMN Impact Shares YWCA Women's Empowerment ETF 0.4 75 -20 4.9 +0.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.4 20 35 4.5 -0.1
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.4 12 43 3.5 -1.1
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 -5 -0.9 -5.6
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.4 35 20 6.4 +1.8
HART IQ Healthy Hearts ETF 0.4 45 10 5.6 +1.0
AKAF The Frontier Economic Fund 0.4 20 35 5.2 +0.6
IWF iShares Russell 1000 Growth ETF 0.4 19 36 3.5 -1.1
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.4 65 -10 1.6 -3.0
VONG Vanguard Russell 1000 Growth ETF 0.4 7 48 3.6 -1.0
DFSV Dimensional US Small Cap Value ETF 0.4 31 24 9.4 +4.8
HAPI Harbor Human Capital Factor US Large Cap ETF 0.4 36 19 4.3 -0.4
HDV iShares Core High Dividend ETF 0.3 8 47 5.9 +1.3
IXG iShares Global Financials ETF 0.3 42 13 6.6 +2.0
FELG Fidelity Enhanced Large Cap Growth ETF 0.3 18 37 3.4 -1.2
FTEC Fidelity MSCI Information Technology Index ETF 0.3 8 47 3.6 -1.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.3 32 23 4.2 -0.4
LRND IQ U.S. Large Cap R&D Leaders ETF 0.3 14 41 4.1 -0.5
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.3 40 15 3.5 -1.1
IGM iShares Expanded Tech Sector ETF 0.3 41 14 3.2 -1.4
STXK Strive Small-Cap ETF 0.3 18 37 5.5 +0.9
MTUM iShares MSCI USA Momentum Factor ETF 0.3 15 40 2.9 -1.7
MODL VictoryShares WestEnd U.S. Sector ETF 0.3 42 13 4.2 -0.4
EBLU Ecofin Global Water ESG Fund 0.3 40 15 4.2 -0.4
TPSC Timothy Plan US Small Cap Core ETF 0.3 52 3 6.8 +2.2
FFF Founders 100 ETF 0.3 75 -20 2.6 -2.0
IXN iShares Global Tech ETF 0.2 41 14 3.3 -1.3
GLBL Pacer MSCI World Industry Advantage ETF 0.2 65 -10 3.7 -0.9
NACP Impact Shares NAACP Minority Empowerment ETF 0.2 49 6 4.2 -0.4
FDMO Fidelity Momentum Factor ETF 0.2 15 40 2.7 -1.9
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 30 8.6 +4.0
LCDS JPMorgan Fundamental Data Science Large Core ETF 0.2 30 25 4.3 -0.3
GXPT Global X PureCap MSCI Information Technology ETF 0.2 25 30 3.7 -0.9
VUSE Vident U.S. Equity Strategy ETF 0.2 50 5 3.8 -0.8
KLMN Invesco MSCI North America Climate ETF 0.2 9 46 4.5 -0.1
XPND First Trust Expanded Technology ETF 0.2 65 -10 3.1 -1.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.2 9 46 5.2 +0.5
GINN Goldman Sachs Innovate Equity ETF 0.2 52 3 4.0 -0.7
IVW iShares S&P 500 Growth ETF 0.2 18 37 3.2 -1.5
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.2 4 51 3.3 -1.3
VOOG Vanguard S&P 500 Growth ETF 0.2 7 48 3.3 -1.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 16 2.5 -2.1
IYW iShares U.S. Technology ETF 0.2 40 15 3.5 -1.1
GLOF iShares Global Equity Factor ETF 0.2 20 35 5.9 +1.3
DURA VanEck Durable High Dividend ETF 0.2 29 26 6.3 +1.7
TMFC Motley Fool 100 Index ETF 0.2 50 5 3.2 -1.5
FELC Fidelity Enhanced Large Cap Core ETF 0.2 18 37 4.6 -0.0
SAGP Strategas Global Policy Opportunities ETF 0.2 65 -10 4.6 +0.0
KNCT Invesco Next Gen Connectivity ETF 0.2 40 15 4.0 -0.7
PY Principal Value ETF 0.2 15 40 7.0 +2.4
XT iShares Exponential Technologies ETF 0.2 46 9 4.3 -0.3
USEW Cambria US EW ETF 0.2 30 25 4.3 -0.3
KLMT Invesco MSCI Global Climate 500 ETF 0.2 10 45 5.3 +0.6
OALC OneAscent Large Cap Core ETF 0.2 86 -31 3.7 -0.9
YNOT Horizon Digital Frontier ETF 0.1 75 -20 2.9 -1.7
FBCG Fidelity Blue Chip Growth ETF 0.1 59 -4 2.4 -2.2
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.1 60 -5 4.8 +0.2
FVAL Fidelity Value Factor ETF 0.1 15 40 6.2 +1.6
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 13 4.4 -0.2
WRND IQ Global Equity R&D Leaders ETF 0.1 18 37 4.3 -0.4
GEW Cambria Global EW ETF 0.0 29 26 5.5 +0.9
TRUT VanEck Technology TruSector ETF 0.0 13 42 4.2 -0.5

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

  2020 2021 2022 2023 2024 2025E 2026E
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
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 VictoryShares THB Mid Cap ESG ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 19.7 %
Divided by: Fwd. P/BV 3.8 x
Less: Expense ratio 55 bp
Equals: ALTAR Score 4.6 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.67 CATEGORY
AVERAGE		 1.57
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

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

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

 

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