VictoryShares THB Mid Cap ESG ETF
ALTAR
Score™		 4.8% 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) $1
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 8.1 %
EMCOR GROUP INC 7.7 %
CBOE HOLDINGS INC 6.3 %
WABTEC CORP 6.3 %
TELEDYNE TECHNOLOGIES INC 5.9 %
CF INDUSTRIES HOLDINGS INC 5.8 %
CURTISS-WRIGHT CORP 5.7 %
NEWMARKET CORP 4.6 %
HOULIHAN LOKEY, INC. CLASS A 4.3 %
DR HORTON INC 4.2 %
Total 58.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 117.3 %










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 -- --
MSCI EAFE -- --
MSCI Emg. Mkts. -- --

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.) 0
Turnover 0.0%
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™: 4.8%


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
(%)
GLRY Inspire Faithward Mid Cap Momentum ETF 14.1 80 -25 3.6 -1.1
CWS AdvisorShares Focused Equity ETF 12.3 84 -29 4.8 0.0
HWAY Themes US Infrastructure ETF 12.3 29 26 4.5 -0.3
KONG Formidable Fortress ETF 12.2 89 -34 5.1 +0.3
FXZ First Trust Materials AlphaDEX Fund 10.9 61 -6 6.4 +1.7
XMHQ Invesco S&P MidCap Quality ETF 10.9 25 30 5.8 +1.0
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 10.6 49 6 6.1 +1.4
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 10.5 60 -5 4.4 -0.4
POWA Invesco Bloomberg Pricing Power ETF 10.0 40 15 5.7 +1.0
BCDF Horizon Kinetics Blockchain Development ETF 9.9 85 -30 3.8 -1.0
TMFM Motley Fool Mid-Cap Growth ETF 9.8 85 -30 2.1 -2.7
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 9.5 40 15 5.1 +0.3
PKB Invesco Building & Construction ETF 9.3 62 -7 3.5 -1.3
RNMC First Trust Mid Cap US Equity Select ETF 9.3 60 -5 6.6 +1.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 9.2 58 -3 5.0 +0.2
FSCS First Trust SMID Capital Strength ETF 8.9 60 -5 7.2 +2.4
PRN Invesco Dorsey Wright Industrials Momentum ETF 8.7 60 -5 1.0 -3.7
PAVE Global X U.S. Infrastructure Development ETF 8.7 47 8 4.1 -0.7
SCDV Bahl & Gaynor Small Cap Dividend ETF 8.6 70 -15 4.0 -0.8
EFRA iShares Environmental Infrastructure and Industrials ETF 8.4 47 8 5.0 +0.2
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 8.4 39 16 3.8 -1.0
CZA Invesco Zacks Mid-Cap ETF 8.2 72 -17 5.9 +1.1
FXG First Trust Consumer Staples AlphaDEX Fund 8.1 63 -8 8.6 +3.8
RSPM Invesco S&P 500 Equal Weight Materials ETF 7.9 40 15 5.5 +0.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 7.8 52 3 4.8 +0.1
MISL First Trust Indxx Aerospace & Defense ETF 7.8 60 -5 1.7 -3.1
RSPN Invesco S&P 500 Equal Weight Industrials ETF 7.7 40 15 4.4 -0.4
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 7.6 40 15 6.9 +2.2
XMMO Invesco S&P MidCap Momentum ETF 7.4 34 21 3.2 -1.6
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 7.4 60 -5 5.7 +0.9
MAGA Point Bridge America First ETF 7.3 72 -17 5.2 +0.4
XHB State Street SPDR S&P Homebuilders ETF 6.9 35 20 11.0 +6.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 6.7 38 17 5.1 +0.3
BUL Pacer US Cash Cows Growth ETF 6.6 60 -5 3.3 -1.5
XAR State Street SPDR S&P Aerospace & Defense ETF 6.5 35 20 1.6 -3.1
AMID Argent Mid Cap ETF Argent Mid Cap ETF 6.4 52 3 4.9 +0.1
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 6.4 49 6 3.6 -1.2
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 6.4 48 7 8.0 +3.2
LOGO Alpha Brands Consumption Leaders ETF 6.4 69 -14 2.5 -2.3
BEEZ Honeytree U.S. Equity ETF 6.4 64 -9 3.7 -1.1
CSMD Congress SMid Growth ETF 6.4 69 -14 3.3 -1.5
XLB Materials Select Sector SPDR 6.3 8 47 5.4 +0.6
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 6.2 20 35 7.3 +2.5
DGLO First Trust RBA Deglobalization ETF 6.2 70 -15 5.2 +0.5
PDP Invesco Dorsey Wright Momentum ETF 6.2 62 -7 1.4 -3.4
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 6.2 60 -5 5.8 +1.1
TOLL Tema Durable Quality ETF 6.0 75 -20 3.7 -1.1
ITB iShares U.S. Home Construction ETF 5.9 40 15 12.2 +7.4
QDIV Global X S&P 500 Quality Dividend ETF 5.9 20 35 7.9 +3.1
HUSV First Trust Horizon Managed Volatility Domestic ETF 5.9 70 -15 4.7 -0.0
QVAL Alpha Architect US Quantitative Value ETF 5.9 39 16 9.3 +4.6
YOKE Yoke Core ETF 5.9 42 13 3.5 -1.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 5.7 30 25 7.6 +2.8
AVMV Avantis U.S. Mid Cap Value ETF 5.7 20 35 7.2 +2.4
TNUK Tortoise Nuclear Renaissance ETF 5.7 75 -20 0.7 -4.0
RW Rainwater Equity ETF 5.6 125 -70 2.9 -1.9
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 5.6 61 -6 5.9 +1.2
LCLG Logan Capital Broad Innovative Growth ETF 5.5 99 -44 2.7 -2.1
RBLD First Trust Alerian US NextGen Infrastructure ETF 5.5 65 -10 3.7 -1.1
AVMC Avantis U.S. Mid Cap Equity ETF 5.4 18 37 5.9 +1.1
JOET Virtus Terranova US Quality Momentum ETF 5.4 29 26 3.7 -1.1
NUMV Nuveen ESG Mid-Cap Value ETF 5.4 31 24 5.4 +0.7
TMFX Motley Fool Next Index ETF 5.4 50 5 2.9 -1.9
SURE AdvisorShares Insiders Advantage ETF 5.4 90 -35 7.7 +2.9
PRAY FIS Christian Stock Fund 5.4 69 -14 3.8 -1.0
TPHD Timothy Plan High Dividend Stock ETF 5.4 52 3 6.0 +1.3
SMOX Horizon Small/Mid Cap Core Equity ETF 5.3 75 -20 5.2 +0.4
NUMG Nuveen ESG Mid-Cap Growth ETF 5.3 31 24 1.7 -3.1
COWS Amplify Cash Flow Dividend Leaders ETF 5.2 0 55 7.3 +2.5
VOT Vanguard Mid-Cap Growth ETF 5.1 7 48 3.0 -1.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 5.1 15 40 6.0 +1.2
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 5.1 12 43 5.7 +0.9
IMCG iShares Morningstar Mid-Cap Growth ETF 5.1 6 49 3.2 -1.6
PPA Invesco Aerospace & Defense ETF 5.1 58 -3 1.8 -3.0
IYM iShares U.S. Basic Materials ETF 5.0 40 15 4.3 -0.5
ABFL Abacus FCF Leaders ETF 4.9 59 -4 3.6 -1.2
ROKT State Street SPDR S&P Kensho Final Frontiers ETF 4.9 45 10 0.6 -4.1
FIDU Fidelity MSCI Industrial Index ETF 4.9 8 47 3.5 -1.2
MOO VanEck Agribusiness ETF 4.7 53 2 9.0 +4.2
USMF WisdomTree U.S. Multifactor Fund 4.7 28 27 6.4 +1.6
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 4.7 79 -24 3.9 -0.9
VIS Vanguard Industrials ETF 4.7 9 46 3.5 -1.2
JHMM John Hancock Multifactor Mid Cap ETF 4.6 42 13 5.3 +0.5
PRNT 3D Printing ETF 4.6 66 -11 1.1 -3.6
IWS iShares Russell Mid-Cap Value ETF 4.6 23 32 5.9 +1.2
VBK Vanguard Small-Cap Growth ETF 4.6 7 48 1.2 -3.6
ECML Euclidean Fundamental Value ETF 4.6 95 -40 8.8 +4.0
CFA VictoryShares US 500 Volatility Wtd ETF 4.6 35 20 5.3 +0.5
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 4.6 80 -25 7.0 +2.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 4.5 15 40 3.7 -1.1
DEUS Xtrackers Russell US Multifactor ETF 4.5 17 38 6.4 +1.6
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 4.5 40 15 5.2 +0.5
AFMC First Trust Active Factor Mid Cap ETF 4.5 65 -10 6.8 +2.0
VEGI iShares MSCI Agriculture Producers ETF 4.4 39 16 7.5 +2.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.4 24 31 7.0 +2.3
TPHE Timothy Plan High Dividend Stock Enhanced ETF 4.4 54 1 5.9 +1.1
TMFG Motley Fool Global Opportunities ETF 4.4 85 -30 3.7 -1.1
IBOT Vaneck Robotics ETF 4.3 47 8 3.0 -1.7
IWR iShares Russell Midcap ETF 4.3 19 36 5.2 +0.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 4.3 35 20 5.6 +0.9
IJK iShares S&P Mid-Cap 400 Growth ETF 4.3 17 38 3.9 -0.9
ABLD Abacus FCF Real Assets Leaders ETF 4.3 69 -14 6.5 +1.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 4.3 10 45 4.0 -0.8
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 4.3 15 40 4.0 -0.8
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.3 35 20 11.2 +6.4
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 4.2 60 -5 3.9 -0.9
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 4.2 20 35 4.5 -0.2
RNSC Furst Trust Small Cap US Equity Select ETF 4.1 60 -5 4.6 -0.2
FMDE Fidelity Enhanced Mid Cap ETF 4.1 23 32 5.3 +0.5
VSDA VictoryShares Dividend Accelerator ETF 4.1 35 20 6.6 +1.8
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 4.1 40 15 3.9 -0.9
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 4.1 60 -5 5.1 +0.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 4.0 60 -5 6.4 +1.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 4.0 4 51 5.5 +0.7
IYJ iShares U.S. Industrials ETF 4.0 40 15 4.0 -0.8
BLES Inspire Global Hope ETF 4.0 61 -6 5.6 +0.8
XLI Industrial Select Sector SPDR 4.0 8 47 3.6 -1.2
LSAF LeaderShares AlphaFactor US Core Equity ETF 4.0 75 -20 6.0 +1.2
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 3.9 40 15 5.9 +1.1
FMAT Fidelity MSCI Materials Index ETF 3.9 8 47 4.9 +0.2
FSGS First Trust SMID Growth Strength ETF 3.9 60 -5 4.9 +0.1
SHRY First Trust Bloomberg Shareholder Yield ETF 3.9 60 -5 8.6 +3.8
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 3.9 60 -5 4.2 -0.6
IFRA iShares U.S. Infrastructure ETF 3.9 30 25 5.4 +0.7
FTC First Trust Large Cap Growth AlphaDEX Fund 3.9 59 -4 1.7 -3.1
VFMV Vanguard U.S. Minimum Volatility ETF 3.9 13 42 5.6 +0.9
FLOW Global X U.S. Cash Flow Kings 100 ETF 3.9 25 30 10.9 +6.2
AIRR First Trust RBA American Industrial Renaissance ETF 3.9 70 -15 3.2 -1.5
VAW Vanguard Materials ETF 3.8 9 46 4.9 +0.2
MDY SPDR S&P Midcap 400 ETF Trust 3.8 23 32 5.8 +1.0
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.7 65 -10 5.0 +0.2
FTXR First Trust Nasdaq Transportation ETF 3.7 60 -5 6.5 +1.7
DVGR DAC 3D Dividend Growth ETF 3.7 65 -10 4.6 -0.2
XJH iShares ESG Screened S&P Mid-Cap ETF 3.7 12 43 5.8 +1.0
SIZE iShares MSCI USA Size Factor ETF 3.7 15 40 5.4 +0.6
FTDS First Trust Dividend Strength ETF 3.7 70 -15 7.2 +2.4
FDLS Inspire Fidelis Multi Factor ETF 3.7 76 -21 3.2 -1.6
RNIN Bushido Capital US SMID Cap Equity ETF 3.7 70 -15 10.5 +5.7
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.6 29 26 6.6 +1.9
XMLV Invesco S&P MidCap Low Volatility ETF 3.6 25 30 7.0 +2.2
IJH iShares Core S&P Mid-Cap ETF 3.6 5 50 5.9 +1.2
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 3.6 3 52 6.0 +1.2
DSTL Distillate US Fundamental Stability & Value ETF 3.6 39 16 7.7 +2.9
MADE iShares U.S. Manufacturing ETF 3.6 40 15 3.3 -1.5
IVOO Vanguard S&P Mid-Cap 400 ETF 3.6 7 48 5.9 +1.1
PKW Invesco Buyback Achievers ETF 3.6 62 -7 7.3 +2.5
STXM Strive Mid-Cap ETF 3.5 18 37 5.8 +1.1
VO Vanguard Mid-Cap ETF 3.5 4 51 20.6 +15.8
FTAG First Trust Indxx Global Agriculture ETF 3.5 70 -15 7.2 +2.5
DON WisdomTree U.S. MidCap Dividend Fund 3.5 38 17 8.1 +3.3
FTRI First Trust Indxx Global Natural Resources Income ETF 3.5 70 -15 6.4 +1.7
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 3.4 20 35 5.8 +1.1
DAK Dakota Active Equity ETF 3.4 43 12 3.6 -1.2
EUSA iShares MSCI USA Equal Weighted ETF 3.4 9 46 5.4 +0.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.4 7 48 5.1 +0.4
HOMZ Hoya Capital Housing ETF 3.4 30 25 10.4 +5.6
ROUS Hartford Multifactor US Equity ETF 3.4 19 36 5.2 +0.4
SCHM Schwab U.S. Mid-Cap ETF 3.3 4 51 5.6 +0.8
RSPH Invesco S&P 500 Equal Weight Health Care ETF 3.3 40 15 7.4 +2.6
FSMD Fidelity Small-Mid Multifactor ETF 3.3 15 40 6.3 +1.6
GQI Natixis Gateway Quality Income ETF 3.3 34 21 4.5 -0.3
CCSO Carbon Collective Climate Solutions US Equity ETF 3.3 35 20 0.8 -4.0
FMTM MarketDesk Focused U.S. Momentum ETF 3.3 45 10 4.4 -0.4
HGRO Hedgeye Quality Growth ETF 3.3 70 -15 3.2 -1.6
LEAD Siren DIVCON Leaders Dividend ETF 3.3 43 12 3.4 -1.3
FITE State Street SPDR S&P Kensho Future Security ETF 3.3 45 10 0.9 -3.9
IWP iShares Russell Mid-Cap Growth ETF 3.3 23 32 2.8 -2.0
IMCB iShares Morningstar Mid-Cap ETF 3.3 4 51 5.1 +0.3
ITA iShares U.S. Aerospace & Defense ETF 3.3 40 15 1.5 -3.3
NATO Themes Transatlantic Defense ETF 3.2 35 20 1.9 -2.9
BULD Pacer BlueStar Engineering the Future ETF 3.2 60 -5 0.2 -4.5
BGDV Bahl & Gaynor Dividend ETF 3.2 45 10 3.9 -0.9
RSP Invesco S&P 500 Equal Weight ETF 3.2 20 35 5.8 +1.0
CLNR IQ Cleaner Transport ETF 3.2 45 10 3.9 -0.9
FLDZ RiverNorth Patriot ETF 3.2 75 -20 5.6 +0.8
IHAK iShares Cybersecurity & Tech ETF 3.2 47 8 3.4 -1.4
OSCV Opus Small Cap Value ETF 3.1 79 -24 5.9 +1.2
KCE State Street SPDR S&P Capital Markets ETF 3.1 35 20 5.9 +1.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.1 9 46 5.1 +0.3
SDY State Street SPDR S&P Dividend ETF 3.1 35 20 6.1 +1.3
TAX Cambria Tax Aware ETF 3.1 49 6 4.0 -0.8
PTL Inspire 500 ETF 3.1 9 46 4.3 -0.5
SPAM Themes Cybersecurity ETF 3.0 35 20 1.9 -2.8
SIXL ETC 6 Meridian Low Beta Equity ETF 3.0 80 -25 6.1 +1.3
IVRS iShares Future Metaverse Tech and Communications ETF 3.0 47 8 5.0 +0.2
SUPL ProShares Supply Chain Logistics ETF 3.0 58 -3 7.4 +2.6
IYT iShares US Transportation ETF 3.0 40 15 4.4 -0.4
JQUA JPMorgan U.S. Quality Factor ETF 3.0 12 43 4.8 0.0
EATZ AdvisorShares Restaurant ETF 3.0 101 -46 4.9 +0.1
RPG Invesco S&P 500 Pure Growth ETF 3.0 35 20 2.4 -2.4
BIBL Inspire 100 ETF 3.0 35 20 4.0 -0.8
USMV iShares MSCI USA Min Vol Factor ETF 3.0 15 40 5.2 +0.5
VB Vanguard Small-Cap ETF 2.9 5 50 5.1 +0.3
ALIL Argent Focused Small Cap ETF 2.9 74 -19 5.5 +0.7
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 2.9 15 40 7.9 +3.1
IJJ iShares S&P Mid-Cap 400 Value ETF 2.9 18 37 7.8 +3.1
VFQY Vanguard U.S. Quality Factor ETF 2.9 13 42 5.4 +0.7
SMLF iShares U.S. SmallCap Equity Factor ETF 2.9 15 40 4.8 +0.0
SRHQ SRH U.S. Quality ETF 2.9 35 20 6.2 +1.4
AFLG First Trust Active Factor Large Cap ETF 2.9 55 0 4.9 +0.1
RSPT Invesco S&P 500 Equal Weight Technology ETF 2.9 40 15 3.4 -1.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.9 10 45 7.9 +3.2
ARB AltShares Merger Arbitrage ETF 2.9 77 -22 2.6 -2.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 2.8 25 30 4.9 +0.1
SPLV Invesco S&P 500 Low Volatility ETF 2.8 25 30 5.1 +0.4
ABIG Argent Large Cap ETF 2.8 49 6 4.2 -0.6
CBSE Clough Select Equity ETF 2.8 85 -30 0.2 -4.5
ZIG Acquirers Fund 2.8 84 -29 20.5 +15.7
FFLC Fidelity Fundamental Large Cap Core ETF 2.8 38 17 3.7 -1.0
JSTC Adasina Social Justice All Cap Global ETF 2.8 89 -34 4.2 -0.6
RWK Invesco S&P MidCap 400 Revenue ETF 2.8 39 16 7.7 +2.9
FEX First Trust Large Cap Core AlphaDEX Fund 2.8 59 -4 4.8 +0.0
GDIV Harbor Dividend Growth Leaders ETF 2.8 50 5 3.9 -0.9
LVDS JPMorgan Fundamental Data Science Large Value ETF 2.8 49 6 4.8 +0.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.7 15 40 6.5 +1.8
SGLC SGI U.S. Large Cap Core ETF 2.7 85 -30 3.5 -1.3
RSPF Invesco S&P 500 Equal Weight Financials ETF 2.7 40 15 6.5 +1.7
MID American Century Mid Cap Growth Impact ETF 2.7 45 10 2.8 -2.0
DSMC Distillate Small/Mid Cash Flow ETF 2.7 55 0 10.8 +6.0
XOEF iShares S&P 500 ex S&P 100 ETF 2.7 20 35 4.6 -0.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.6 18 37 5.0 +0.3
NBDS Neuberger Berman Disrupters ETF 2.6 55 0 0.6 -4.1
BFOR ALPS Barron's 400 ETF 2.6 65 -10 4.9 +0.1
FDFF Fidelity Disruptive Finance ETF 2.6 50 5 5.5 +0.8
XTN State Street SPDR S&P Transportation ETF 2.6 35 20 3.2 -1.5
FBOT Fidelity Disruptive Automation ETF 2.6 50 5 2.7 -2.1
MDEV First Trust Indxx Medical Devices ETF 2.6 70 -15 5.0 +0.3
SXQG ETC 6 Meridian Quality Growth ETF 2.6 100 -45 2.9 -1.9
QQLV Invesco QQQ Low Volatility ETF 2.5 25 30 4.3 -0.5
FCTE SMI 3Fourteen Full-Cycle Trend ETF 2.5 85 -30 4.1 -0.6
RTH VanEck Retail ETF 2.5 35 20 4.9 +0.1
STXD Strive 1000 Dividend Growth ETF 2.5 35 20 4.3 -0.4
FLRG Fidelity U.S. Multifactor ETF 2.5 15 40 5.7 +0.9
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 2.5 60 -5 4.6 -0.2
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.5 20 35 5.8 +1.0
TTAC FCF US Quality ETF 2.5 59 -4 5.6 +0.8
KBWP Invesco KBW Property & Casualty Insurance ETF 2.5 35 20 7.6 +2.8
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 2.5 15 40 6.3 +1.5
SHPP Pacer Industrials and Logistics ETF 2.4 60 -5 6.5 +1.7
FXH First Trust Health Care AlphaDEX Fund 2.4 62 -7 4.7 -0.1
EQAL Invesco Russell 1000 Equal Weight ETF 2.4 20 35 6.0 +1.2
SPGP Invesco S&P 500 GARP ETF 2.4 34 21 5.6 +0.8
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.4 15 40 5.0 +0.2
FVD First Trust Value Line Dividend Index Fund 2.4 65 -10 5.8 +1.0
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 2.4 60 -5 7.6 +2.8
NUKZ Range Nuclear Renaissance Index ETF 2.4 85 -30 1.2 -3.6
MAKX ProShares S&P Kensho Smart Factories ETF 2.4 58 -3 1.0 -3.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.4 18 37 6.8 +2.0
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.3 65 -10 3.5 -1.3
ZECP Zacks Earnings Consistent Portfolio ETF 2.3 55 0 4.0 -0.8
SMOT VanEck Morningstar SMID Moat ETF 2.3 49 6 6.2 +1.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.3 49 6 4.3 -0.5
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 2.3 79 -24 3.4 -1.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.3 64 -9 1.2 -3.6
SMMD iShares Russell 2500 ETF 2.3 15 40 5.3 +0.6
FTCS First Trust Capital Strength ETF 2.3 55 0 5.7 +0.9
ACWV iShares MSCI Global Min Vol Factor ETF 2.3 20 35 5.7 +0.9
FSST Fidelity Sustainable U.S. Equity ETF 2.3 59 -4 3.4 -1.3
PFI Invesco Dorsey Wright Financial Momentum ETF 2.2 60 -5 4.8 +0.0
SPDV AAM S&P 500 High Dividend Value ETF 2.2 29 26 10.7 +5.9
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 2.2 20 35 0.7 -4.1
FMKT The Free Markets ETF 2.2 76 -21 4.0 -0.7
QUAL iShares MSCI USA Quality Factor ETF 2.2 15 40 4.3 -0.5
DIVL Madison Dividend Value ETF 2.2 65 -10 4.8 +0.0
FTXG First Trust Nasdaq Food & Beverage ETF 2.2 60 -5 7.7 +3.0
EXI iShares Global Industrials ETF 2.2 42 13 3.5 -1.2
CGW Invesco S&P Global Water Index ETF 2.2 57 -2 4.6 -0.2
PHO Invesco Water Resources ETF 2.2 60 -5 5.1 +0.3
PIO Invesco Global Water ETF 2.2 75 -20 4.4 -0.4
DEMZ Democratic Large Cap Core ETF 2.2 45 10 3.7 -1.1
OCEN IQ Clean Oceans ETF 2.2 45 10 4.6 -0.2
FIW First Trust Water ETF 2.2 53 2 5.1 +0.3
EVX VanEck Environmental Services ETF 2.2 55 0 4.1 -0.7
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 2.2 45 10 4.1 -0.7
TBLU Tortoise Global Water ESG ETF 2.2 40 15 4.6 -0.2
AQWA Global X Clean Water ETF 2.2 50 5 5.1 +0.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.2 35 20 4.2 -0.6
EZM WisdomTree U.S. MidCap Fund 2.1 38 17 7.9 +3.1
LYLD Cambria Large Cap Shareholder Yield ETF 2.1 59 -4 8.3 +3.6
QDEF FlexShares Quality Dividend Defensive Index Fund 2.1 37 18 5.3 +0.5
FNK First Trust Mid Cap Value AlphaDEX Fund 2.1 70 -15 9.7 +4.9
VOE Vanguard Mid-Cap Value ETF 2.1 7 48 6.7 +2.0
GRNY Fundstrat Granny Shots US Large Cap ETF 2.1 75 -20 2.1 -2.7
FDWM Fidelity Women's Leadership ETF 2.1 59 -4 3.8 -1.0
ARKX ARK Space Exploration & Innovation ETF 2.0 75 -20 -0.1 -4.8
OPTZ Optimize Strategy Index ETF 2.0 50 5 3.2 -1.6
FTGS First Trust Growth Strength ETF 2.0 60 -5 3.6 -1.2
SSPY Syntax Stratified LargeCap ETF 2.0 30 25 6.0 +1.2
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.0 35 20 6.3 +1.5
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 2.0 46 9 7.5 +2.7
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.0 15 40 6.4 +1.6
NETZ TCW Transform Systems ETF 2.0 75 -20 1.3 -3.5
ETEC iShares Breakthrough Environmental Solutions ETF 2.0 47 8 2.5 -2.3
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.0 20 35 3.8 -1.0
FMET Fidelity Metaverse ETF 2.0 39 16 4.0 -0.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.0 9 46 4.2 -0.6
VUSE Vident U.S. Equity Strategy ETF 1.9 50 5 3.6 -1.2
COWZ Pacer US Cash Cows 100 ETF 1.9 49 6 7.6 +2.8
HDUS Hartford Disciplined US Equity ETF 1.9 19 36 4.6 -0.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.9 35 20 3.2 -1.5
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.9 39 16 1.0 -3.8
FXD First Trust Consumer Discretionary AlphaDEX Fund 1.9 61 -6 7.9 +3.1
JMOM JPMorgan U.S. Momentum Factor ETF 1.9 12 43 3.2 -1.6
ASCE Allspring SMID Core ETF 1.9 38 17 2.9 -1.9
XHS State Street SPDR S&P Health Care Services ETF 1.9 35 20 3.7 -1.1
SYLD Cambria Shareholder Yield ETF 1.9 59 -4 10.3 +5.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.9 24 31 5.8 +1.1
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 1.9 55 0 4.5 -0.3
SDOG ALPS Sector Dividend Dogs ETF 1.9 36 19 8.2 +3.4
AIEQ AI Powered Equity ETF 1.9 75 -20 3.5 -1.2
FNX First Trust Mid Cap Core AlphaDEX Fund 1.8 60 -5 6.1 +1.3
JHML John Hancock Multifactor Large Cap ETF 1.8 29 26 4.3 -0.4
QUS State Street SPDR MSCI USA StrategicFactors ETF 1.8 15 40 5.0 +0.2
CHGX AXS Change Finance ESG ETF 1.8 49 6 4.1 -0.7
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.8 50 5 3.4 -1.4
MBOX Freedom Day Dividend ETF 1.8 39 16 6.6 +1.8
QUVU Hartford Quality Value ETF 1.8 46 9 5.6 +0.8
AVLV Avantis U.S. Large Cap Value ETF 1.7 15 40 5.6 +0.9
AUSF Global X Adaptive U.S. Factor ETF 1.7 27 28 8.1 +3.4
VXF Vanguard Extended Market ETF 1.7 5 50 3.6 -1.2
MFMO Motley Fool Momentum Factor ETF 1.7 50 5 1.8 -3.0
MXI iShares Global Materials ETF 1.7 41 14 5.7 +0.9
DFLV Dimensional US Large Cap Value ETF 1.7 22 33 6.0 +1.2
YALL God Bless America ETF 1.7 65 -10 4.3 -0.4
IYK iShares U.S. Consumer Staples ETF 1.7 40 15 6.1 +1.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.7 19 36 5.0 +0.2
CVY Invesco Zacks Multi-Asset Income ETF 1.7 106 -51 10.0 +5.2
GVLU Gotham 1000 Value ETF 1.7 50 5 8.2 +3.5
REVS Columbia Research Enhanced Value ETF 1.6 19 36 6.5 +1.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.6 20 35 5.4 +0.7
MOAT VanEck Morningstar Wide Moat ETF 1.6 46 9 5.5 +0.7
FTWO Strive FAANG 2.0 ETF 1.6 49 6 3.8 -0.9
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 1.6 15 40 7.1 +2.4
BJK VanEck Gaming ETF 1.6 65 -10 4.3 -0.5
ISCG iShares Morningstar Small-Cap Growth ETF 1.6 6 49 2.7 -2.1
GRNJ Fundstrat Granny Shots US Small & Mid Cap ETF 1.6 75 -20 1.7 -3.1
SCHD Schwab US Dividend Equity ETF 1.6 6 49 8.0 +3.2
SUSA iShares MSCI USA ESG Select ETF 1.6 25 30 3.9 -0.9
VBR Vanguard Small Cap Value ETF 1.6 7 48 7.8 +3.0
IEDI iShares U.S. Consumer Focused ETF 1.6 18 37 5.2 +0.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 1.6 48 7 5.6 +0.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.6 29 26 3.9 -0.9
TMDV ProShares Russell US Dividend Growers ETF 1.6 35 20 6.4 +1.6
VIG Vanguard Dividend Appreciation ETF 1.6 5 50 4.8 +0.1
HAP VanEck Natural Resources ETF 1.6 50 5 6.5 +1.8
FTA First Trust Large Cap Value AlphaDEX Fund 1.6 59 -4 7.6 +2.8
ETHO Etho Climate Leadership U.S. ETF 1.6 47 8 4.1 -0.7
XRT State Street SPDR S&P Retail ETF 1.6 35 20 7.7 +2.9
XITK State Street SPDR FactSet Innovative Technology ETF 1.6 45 10 0.0 -4.7
ALTL Pacer Lunt Large Cap Alternator ETF 1.5 60 -5 4.3 -0.5
NUDV Nuveen ESG Dividend ETF 1.5 26 29 6.0 +1.3
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 1.5 8 47 5.6 +0.9
KIE State Street SPDR S&P Insurance ETF 1.5 35 20 7.1 +2.4
GVUS Marketbeta Russell 1000 Value Equity ETF 1.5 12 43 5.3 +0.5
BRIF FIS Bright Portfolios Focused Equity ETF 1.5 65 -10 3.2 -1.5
NANC Unusual Whales Subversive Democratic Trading ETF 1.5 75 -20 2.8 -2.0
ONEY State Street SPDR Russell 1000 Yield Focus ETF 1.5 20 35 8.5 +3.7
IWD iShares Russell 1000 Value ETF 1.5 19 36 5.2 +0.5
NULV Nuveen ESG Large-Cap Value ETF 1.5 26 29 5.0 +0.3
QLV FlexShares US Quality Low Volatility Index Fund 1.5 22 33 5.0 +0.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.5 29 26 5.4 +0.7
VONV Vanguard Russell 1000 Value ETF 1.5 7 48 5.4 +0.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.5 10 45 3.5 -1.3
VDC Vanguard Consumer Staples ETF 1.5 9 46 5.6 +0.9
USXF iShares ESG Advanced MSCI USA ETF 1.4 10 45 3.6 -1.2
DXUV Dimensional US Vector Equity ETF 1.4 28 27 5.1 +0.4
MNZL Manzil Russell Halal USA Broad MarketETF 1.4 40 15 3.6 -1.2
IMCV iShares Morningstar Mid-Cap Value ETF 1.4 6 49 6.9 +2.2
NANR SPDR S&P North American Natural Resources ETF 1.4 35 20 6.1 +1.4
CCNR ALPS CoreCommodity Natural Resources ETF 1.4 39 16 7.7 +2.9
FXL First Trust Technology AlphaDEX Fund 1.4 61 -6 4.6 -0.2
VLUE iShares MSCI USA Value Factor ETF 1.4 15 40 5.9 +1.1
RDVY First Trust Rising Dividend Achievers ETF 1.4 50 5 5.0 +0.2
FAB First Trust Multi Cap Value AlphaDEX Fund 1.4 67 -12 8.6 +3.9
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.4 30 25 3.5 -1.3
LOWV AB US Low Volatility Equity ETF 1.4 48 7 4.3 -0.5
JRE Janus Henderson U.S. Real Estate ETF 1.4 65 -10 5.9 +1.1
FBCV Fidelity Blue Chip Value ETF 1.4 59 -4 5.7 +1.0
FNDA Schwab Fundamental US Small Co. Index ETF 1.4 25 30 6.0 +1.2
DFVX Dimensional US Large Cap Vector ETF 1.4 22 33 5.1 +0.4
AVUS Avantis U.S. Equity ETF 1.4 15 40 4.6 -0.2
PFM Invesco Dividend Achievers ETF 1.4 53 2 4.6 -0.2
DFAC Dimensional U.S. Core Equity 2 ETF 1.4 17 38 4.5 -0.2
DIVG Invesco S&P 500 High Dividend Growers ETF 1.4 39 16 7.4 +2.6
SFGV Sequoia Global Value ETF 1.4 23 32 7.0 +2.2
ISCB iShares Morningstar Small-Cap ETF 1.3 4 51 5.3 +0.5
IUSV iShares Core S&P US Value ETF 1.3 4 51 5.7 +1.0
BGIG Bahl & Gaynor Income Growth ETF 1.3 45 10 4.5 -0.3
YLDE ClearBridge Dividend Strategy ESG ETF 1.3 60 -5 5.2 +0.5
EBI Longview Advantage ETF 1.3 35 20 5.8 +1.0
PWB Invesco Large Cap Growth ETF 1.3 56 -1 1.8 -2.9
VUSV Vanguard Wellington U.S. Value Active ETF 1.3 30 25 5.6 +0.9
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.3 60 -5 9.1 +4.4
RFFC ALPS Active Equity Opportunity ETF 1.3 48 7 3.6 -1.2
DFSU Dimensional US Sustainability Core 1 ETF 1.3 18 37 4.5 -0.2
SPYV State Street SPDR Portfolio S&P 500 Value ETF 1.3 4 51 5.6 +0.8
IVE iShares S&P 500 Value ETF 1.3 18 37 5.5 +0.7
DFUV Dimensional US Marketwide Value ETF 1.3 22 33 5.9 +1.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.3 15 40 4.1 -0.7
QLC FlexShares US Quality Large Cap Index Fund 1.3 25 30 4.4 -0.4
VOOV Vanguard S&P 500 Value ETF 1.2 7 48 5.6 +0.8
PSET Principal Quality ETF 1.2 15 40 4.8 +0.0
DRIV Global X Autonomous & Electric Vehicles ETF 1.2 68 -13 2.6 -2.1
QWLD SPDR MSCI World StrategicFactors ETF 1.2 30 25 5.1 +0.4
DGRW WisdomTree US Quality Dividend Growth Fund 1.2 28 27 4.8 +0.1
FELV Fidelity Enhanced Large Cap Value ETF 1.2 18 37 5.4 +0.7
FDG American Century Focused Dynamic Growth ETF 1.2 45 10 1.6 -3.1
TMAT Main Thematic Innovation ETF 1.2 164 -109 -1.9 -6.7
FLQL Franklin LibertyQ U.S. Equity ETF 1.2 15 40 4.4 -0.4
DCOR Dimensional US Core Equity 1 ETF 1.2 14 41 4.5 -0.3
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.2 60 -5 6.1 +1.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.2 60 -5 5.8 +1.0
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.2 56 -1 6.7 +1.9
MCDS JPMorgan Fundamental Data Science Mid Core ETF 1.2 35 20 4.8 0.0
INRO iShares U.S. Industry Rotation Active ETF 1.2 42 13 3.4 -1.4
NUSC Nuveen ESG Small-Cap ETF 1.2 31 24 4.8 -0.0
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.2 50 5 7.8 +3.0
EGUS iShares ESG Aware MSCI USA Growth ETF 1.1 18 37 2.9 -1.9
BLCR iShares Large Cap Core Active ETF 1.1 36 19 2.7 -2.1
RECS Columbia Research Enhanced Core ETF 1.1 15 40 5.2 +0.4
VFMO Vanguard U.S. Momentum Factor ETF 1.1 13 42 1.6 -3.2
PEXL Pacer US Export Leaders ETF 1.1 60 -5 2.8 -1.9
JHSC John Hancock Multifactor Small Cap ETF 1.1 42 13 5.9 +1.1
GNR SPDR S&P Global Natural Resources ETF 1.1 40 15 8.2 +3.5
NVIR Horizon Kinetics Energy and Remediation ETF 1.1 85 -30 5.0 +0.2
ILCG iShares Morningstar Growth ETF 1.1 4 51 2.9 -1.9
AVUQ Avantis U.S. Quality ETF 1.1 15 40 3.5 -1.3
FQAL Fidelity Quality Factor ETF 1.1 15 40 4.7 -0.1
ISCV iShares Morningstar Small Cap Value ETF 1.1 6 49 7.7 +2.9
SCHV Schwab U.S. Large-Cap Value ETF 1.1 4 51 5.5 +0.7
IUS Invesco RAFI Strategic US ETF 1.1 19 36 5.4 +0.7
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.1 65 -10 4.3 -0.4
XMAG Defiance Large Cap ex-Mag 7 ETF 1.1 35 20 4.2 -0.6
KOCG FIS Knights of Columbus Global Belief ETF 1.1 75 -20 4.4 -0.3
DFAU Dimensional US Core Equity Market ETF 1.1 12 43 4.2 -0.6
FUNL CornerCap Fundametrics Large-Cap ETF 1.1 50 5 6.2 +1.5
SPVU Invesco S&P 500 Enhanced Value ETF 1.1 13 42 8.5 +3.8
SPXT ProShares S&P 500 Ex-Technology ETF 1.1 9 46 4.9 +0.1
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.1 19 36 4.6 -0.1
DFAT Dimensional U.S. Targeted Value ETF 1.0 28 27 8.5 +3.8
DSPY Tema S&P 500 Historical Weight ETF 1.0 18 37 4.3 -0.5
AVSU Avantis Responsible U.S. Equity ETF 1.0 15 40 4.8 -0.0
MVAL VanEck Morningstar Wide Moat Value ETF 1.0 49 6 6.4 +1.7
JVAL JPMorgan U.S. Value Factor ETF 1.0 12 43 6.5 +1.7
XLY Consumer Discretionary Select Sector SPDR 1.0 8 47 4.4 -0.3
DIVN Horizon Dividend Income ETF 1.0 70 -15 6.5 +1.7
EVUS iShares ESG Aware MSCI USA Value ETF 1.0 18 37 5.5 +0.7
RAYD Rayliant Quantitative Developed Market Equity ETF 1.0 80 -25 3.6 -1.1
LST Leuthold Select Industries ETF 1.0 91 -36 4.6 -0.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.0 70 -15 2.0 -2.8
FDLO Fidelity Low Volatility Factor ETF 1.0 15 40 4.8 0.0
ICAP InfraCap Equity Income Fund ETF 1.0 171 -116 4.3 -0.4
DRUP GraniteShares Nasdaq Select Disruptors ETF 1.0 60 -5 3.4 -1.3
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.0 15 40 2.9 -1.9
TXS Texas Capital Texas Equity Index ETF 1.0 49 6 4.9 +0.2
BUYZ Franklin Disruptive Commerce ETF 1.0 50 5 2.4 -2.4
PRF Invesco FTSE RAFI US 1000 ETF 1.0 34 21 5.5 +0.7
ROBO ROBO Global Robotics & Automation Index ETF 1.0 95 -40 2.1 -2.7
IYF iShares U.S. Financials ETF 1.0 40 15 5.8 +1.0
IYC iShares U.S. Consumer Discretionary ETF 1.0 40 15 3.6 -1.2
STXG Strive 1000 Growth ETF 1.0 18 37 3.1 -1.7
XLP Consumer Staples Select Sector SPDR 1.0 8 47 5.8 +1.1
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.0 25 30 4.0 -0.8
SCHG Schwab U.S. Large-Cap Growth ETF 0.9 4 51 3.2 -1.6
VALQ American Century U.S. Quality Value ETF 0.9 29 26 6.9 +2.2
ROE Astoria US Quality Kings ETF 0.9 49 6 5.1 +0.3
SPHQ Invesco S&P 500 Quality ETF 0.9 15 40 4.4 -0.4
IGE iShares North American Natural Resources ETF 0.9 41 14 5.5 +0.8
ARKQ ARK Autonomous Technology & Robotics ETF 0.9 75 -20 0.8 -4.0
FNDB Schwab Fundamental US Broad Market Index ETF 0.9 25 30 6.0 +1.3
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.9 12 43 3.5 -1.2
DVY iShares Select Dividend ETF 0.9 38 17 8.1 +3.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.9 11 44 4.0 -0.8
IHF iShares U.S. Healthcare Providers ETF 0.9 40 15 7.1 +2.4
DGRO iShares Core Dividend Growth ETF 0.9 8 47 5.5 +0.7
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.9 25 30 4.8 -0.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.9 10 45 4.1 -0.7
SCHK Schwab 1000 Index ETF 0.9 5 50 4.1 -0.7
FNDX Schwab Fundamental US Large Co. Index ETF 0.9 25 30 6.1 +1.3
SCHX Schwab U.S. Large-Cap ETF 0.9 3 52 4.1 -0.7
DTEC ALPS Disruptive Technologies ETF 0.9 50 5 3.4 -1.4
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.9 43 12 4.7 -0.1
DSI iShares MSCI KLD 400 Social ETF 0.9 25 30 4.0 -0.8
IWB iShares Russell 1000 ETF 0.9 15 40 4.0 -0.8
PBUS Invesco MSCI USA ETF 0.9 4 51 4.1 -0.7
PRXG Praxis Impact Large Cap Growth ETF 0.9 36 19 2.9 -1.8
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 0.9 45 10 -1.3 -6.1
VONE Vanguard Russell 1000 ETF 0.9 7 48 4.1 -0.7
DFAS Dimensional U.S. Small Cap ETF 0.9 26 29 5.5 +0.7
CGGR Capital Group Growth ETF 0.9 39 16 2.4 -2.3
IYY iShares Dow Jones U.S. ETF 0.9 20 35 3.9 -0.8
QGRO American Century U.S. Quality Growth ETF 0.9 29 26 3.8 -1.0
TOPC iShares S&P 500 3% Capped ETF 0.9 15 40 4.2 -0.5
NIXT Research Affiliates Deletions ETF 0.9 9 46 6.5 +1.7
VEGN US Vegan Climate ETF 0.9 60 -5 3.1 -1.7
DFUS Dimensional U.S. Equity ETF 0.9 9 46 3.9 -0.8
SCHB Schwab U.S. Broad Market ETF 0.9 3 52 4.1 -0.7
NULC Nuveen ESG Large-Cap ETF 0.9 21 34 3.8 -1.0
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.8 17 38 4.8 +0.0
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.8 3 52 4.2 -0.5
ESGU iShares ESG Aware MSCI USA ETF 0.8 15 40 4.0 -0.8
STCE Schwab Crypto Thematic ETF 0.8 30 25 2.1 -2.6
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.8 95 -40 -0.6 -5.3
VFMF Vanguard U.S. Multifactor ETF 0.8 18 37 6.5 +1.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 0.8 38 17 6.9 +2.2
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 0.8 35 20 7.0 +2.2
IWV iShares Russell 3000 ETF 0.8 20 35 3.9 -0.9
HLAL Wahed FTSE USA Shariah ETF 0.8 50 5 3.4 -1.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.8 45 10 3.4 -1.4
VTI Vanguard Total Stock Market ETF 0.8 3 52 4.0 -0.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.8 12 43 4.3 -0.5
VTHR Vanguard Russell 3000 ETF 0.8 7 48 4.0 -0.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.8 3 52 4.0 -0.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.8 10 45 4.1 -0.7
SPXE ProShares S&P 500 Ex-Energy ETF 0.8 9 46 3.9 -0.9
AQLT iShares MSCI Global Quality Factor ETF 0.8 18 37 0.0 -4.8
CATH Global X S&P 500 Catholic Values Custom ETF 0.8 29 26 3.9 -0.9
CHRI Global X S&P 500 Christian Values ETF 0.8 29 26 3.8 -1.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.8 9 46 4.0 -0.7
SPXN ProShares S&P 500 Ex-Financials ETF 0.8 9 46 3.8 -0.9
TPSC Timothy Plan US Small Cap Core ETF 0.8 52 3 6.6 +1.8
DTD WisdomTree U.S. Total Dividend Fund 0.8 28 27 5.6 +0.8
SPXV ProShares S&P 500 Ex-Health Care ETF 0.8 9 46 3.8 -1.0
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.8 12 43 6.1 +1.3
JGRO JPMorgan Active Growth ETF 0.8 44 11 2.3 -2.5
GXLC Global X U.S. 500 ETF 0.8 2 53 4.0 -0.8
CGDG Capital Group Dividend Growers ETF 0.8 47 8 5.1 +0.4
SUSL iShares ESG MSCI USA Leaders ETF 0.8 10 45 4.1 -0.7
VTV Vanguard Value ETF 0.8 4 51 5.7 +0.9
VAMO Cambria Value & Momentum ETF 0.8 61 -6 5.2 +0.5
CZAR Themes Natural Monopoly ETF 0.8 35 20 5.4 +0.6
KXI iShares Global Consumer Staples ETF 0.8 41 14 5.4 +0.6
VOTE TCW Transform 500 ETF 0.8 5 50 4.0 -0.8
QVML Invesco S&P 500 QVM Multi-factor ETF 0.8 11 44 4.2 -0.6
AESR Anfield U.S. Equity Sector Rotation ETF 0.8 108 -53 2.7 -2.1
GXPS Global X PureCap MSCI Consumer Staples ETF 0.7 25 30 4.9 +0.1
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.7 8 47 4.4 -0.4
TOV JLens 500 Jewish Advocacy U.S. ETF 0.7 18 37 3.8 -1.0
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 0.7 5 50 7.1 +2.3
BKLC BNY Mellon US Large Cap Core Equity ETF 0.7 0 55 4.0 -0.8
ILCB iShares Morningstar U.S. Equity ETF 0.7 3 52 4.0 -0.8
VCR Vanguard Consumer Discretionary ETF 0.7 9 46 4.4 -0.4
QLTY GMO U.S. Quality ETF 0.7 50 5 3.9 -0.9
RWL Invesco S&P 500 Revenue ETF 0.7 39 16 5.6 +0.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.7 20 35 4.6 -0.2
SPY SPDR S&P 500 ETF 0.7 9 46 4.0 -0.8
DFNV Donoghue Forlines Innovation ETF 0.7 69 -14 4.3 -0.5
IVV iShares Core S&P 500 ETF 0.7 3 52 4.1 -0.7
SPYM State Street SPDR Portfolio S&P 500 ETF 0.7 2 53 4.3 -0.5
VFH Vanguard Financials ETF 0.7 9 46 6.2 +1.5
CALF Pacer US Small Cap Cash Cows 100 ETF 0.7 59 -4 8.8 +4.1
VOO Vanguard S&P 500 ETF 0.7 3 52 4.1 -0.7
FNCL Fidelity MSCI Financials Index ETF 0.7 8 47 6.2 +1.4
XLF Financial Select Sector SPDR 0.7 8 47 5.8 +1.0
XMVM Invesco S&P MidCap Value with Momentum ETF 0.7 39 16 7.4 +2.7
RXI iShares Global Consumer Discretionary ETF 0.7 41 14 8.1 +3.3
XVV iShares ESG Screened S&P 500 ETF 0.7 8 47 4.0 -0.8
KOKU Xtrackers MSCI Kokusai Equity ETF 0.7 9 46 4.3 -0.5
VSLU Applied Finance Valuation Large Cap ETF 0.7 49 6 4.7 -0.0
ULVM VictoryShares US Value Momentum ETF 0.7 20 35 6.0 +1.2
GSPY Gotham Enhanced 500 ETF 0.7 50 5 4.3 -0.5
APUE ActivePassive U.S. Equity ETF 0.7 45 10 3.8 -1.0
STRV Strive 500 ETF 0.7 5 50 4.0 -0.8
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.7 20 35 3.9 -0.9
AVIE Avantis  Inflation Focused Equity ETF 0.7 25 30 6.0 +1.3
TEXN iShares Texas Equity ETF 0.7 20 35 4.8 -0.0
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.7 49 6 7.9 +3.1
SPMV Invesco S&P 500 Minimum Variance ETF 0.7 10 45 5.2 +0.5
ACVF American Conservative Values ETF 0.7 75 -20 3.6 -1.2
FFND Future Fund Active ETF 0.7 100 -45 4.2 -0.6
IYG iShares US Financial Services ETF 0.6 40 15 5.3 +0.5
RVRB Reverb ETF 0.6 30 25 3.9 -0.9
DIVB iShares Core Dividend ETF 0.6 5 50 6.7 +2.0
TMFC Motley Fool 100 Index ETF 0.6 50 5 2.9 -1.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.6 2 53 4.0 -0.7
TOK iShares MSCI Kokusai ETF 0.6 26 29 4.2 -0.6
DLN WisdomTree U.S. LargeCap Dividend Fund 0.6 28 27 5.3 +0.6
VYM Vanguard High Dividend Yield Index ETF 0.6 6 49 6.0 +1.2
JEDI Defiance Drone and Modern Warfare ETF 0.6 69 -14 0.7 -4.1
WSML iShares MSCI World Small-Cap ETF 0.6 15 40 5.2 +0.4
FEGE First Eagle Global Equity ETF 0.6 79 -24 5.9 +1.2
SPMO Invesco S&P 500 Momentum ETF 0.6 13 42 2.8 -2.0
EPS WisdomTree U.S. LargeCap Fund 0.6 8 47 4.6 -0.2
STXV Strive 1000 Value ETF 0.6 18 37 6.7 +2.0
URTH iShares MSCI World ETF 0.6 24 31 4.2 -0.6
IGV iShares Expanded Tech-Software Sector ETF 0.6 41 14 3.1 -1.7
DUHP Dimensional US High Profitability ETF 0.6 21 34 5.0 +0.2
VV Vanguard Large-Cap ETF 0.6 4 51 4.0 -0.8
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.6 49 6 4.9 +0.1
SRVR Pacer Data & Infrastructure Real Estate ETF 0.6 55 0 3.6 -1.2
MODL VictoryShares WestEnd U.S. Sector ETF 0.6 42 13 3.9 -0.8
FXO First Trust Financials AlphaDEX Fund 0.6 62 -7 8.4 +3.6
XSW State Street SPDR S&P Software & Services ETF 0.6 35 20 2.7 -2.1
FCPI Fidelity Stocks for Inflation ETF 0.6 15 40 5.7 +0.9
VFVA Vanguard U.S. Value Factor ETF 0.6 13 42 9.3 +4.5
EQL Alps Equal Sector Weight ETF 0.6 25 30 5.0 +0.3
ESGV Vanguard ESG U.S. Stock ETF 0.6 9 46 4.0 -0.8
IQM Franklin Intelligent Machines ETF 0.6 50 5 0.9 -3.8
WCEO Hypatia Women CEO ETF 0.6 85 -30 4.6 -0.2
STXK Strive Small-Cap ETF 0.5 18 37 5.1 +0.3
SFY SoFi Select 500 ETF 0.5 0 55 3.6 -1.2
QQMG Invesco ESG NASDAQ 100 ETF 0.5 20 35 2.9 -1.8
PRXV Praxis Impact Large Cap Value ETF 0.5 36 19 5.5 +0.7
RAUS RACWI US ETF 0.5 15 40 4.0 -0.8
VT Vanguard Total World Stock ETF 0.5 6 49 4.9 +0.1
ACWI iShares MSCI ACWI ETF 0.5 32 23 4.5 -0.3
SNPE Xtrackers S&P 500 ESG ETF 0.5 10 45 4.2 -0.6
RAFE PIMCO RAFI ESG U.S. ETF 0.5 29 26 6.0 +1.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.5 7 48 4.0 -0.8
VUG Vanguard Growth ETF 0.5 4 51 19.4 +14.6
CVAR Cultivar ETF 0.5 87 -32 7.1 +2.4
IYH iShares U.S. Healthcare ETF 0.5 40 15 5.9 +1.1
FDMO Fidelity Momentum Factor ETF 0.5 15 40 2.3 -2.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.5 8 47 4.2 -0.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.5 7 48 4.2 -0.5
GOP Unusual Whales Subversive Republican Trading ETF 0.5 50 5 4.1 -0.6
FVAL Fidelity Value Factor ETF 0.5 15 40 5.7 +1.0
FPAG FPA Global Equity ETF 0.5 49 6 5.7 +0.9
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.5 15 40 7.6 +2.8
KRMA Global X Conscious Companies ETF 0.5 43 12 4.9 +0.2
AFSM First Trust Active Factor Small Cap ETF 0.5 75 -20 5.6 +0.8
GXPD Global X PureCap MSCI Consumer Discretionary ETF 0.5 25 30 3.5 -1.3
QDF FlexShares Quality Dividend Index Fund 0.5 37 18 5.2 +0.4
LRGF iShares U.S. Equity Factor ETF 0.5 8 47 4.5 -0.3
TRFM AAM Transformers ETF 0.5 49 6 0.9 -3.9
QGRW WisdomTree U.S. Quality Growth Fund 0.5 28 27 2.7 -2.1
RPV Invesco S&P 500 Pure Value ETF 0.5 35 20 8.7 +3.9
IUSG iShares Core S&P U.S. Growth ETF 0.5 4 51 3.0 -1.8
VHT Vanguard Health Care ETF 0.5 9 46 5.2 +0.4
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.5 12 43 3.4 -1.4
AOTS AOT Software Platform ETF 0.5 49 6 4.5 -0.3
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.5 20 35 4.1 -0.7
QQQ Invesco QQQ Trust Series I 0.5 20 35 3.0 -1.8
QQQM Invesco NASDAQ 100 ETF 0.5 15 40 3.0 -1.7
FHLC Fidelity MSCI Health Care Index ETF 0.5 8 47 5.4 +0.6
FELC Fidelity Enhanced Large Cap Core ETF 0.5 18 37 4.2 -0.6
AKAF The Frontier Economic Fund 0.4 20 35 5.1 +0.3
XLV Health Care Select Sector SPDR 0.4 8 47 6.6 +1.9
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.4 12 43 3.3 -1.5
SCHA Schwab U.S. Small-Cap ETF 0.4 4 51 4.2 -0.6
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 0.4 49 6 7.0 +2.2
EQIN Columbia US Equity Income ETF 0.4 35 20 6.1 +1.3
RCGE RockCreek Global Equality ETF 0.4 95 -40 6.1 +1.3
DRNZ REX Drone ETF 0.4 65 -10 -1.6 -6.3
PY Principal Value ETF 0.4 15 40 7.0 +2.2
THRO iShares U.S. Thematic Rotation Active ETF 0.4 90 -35 3.0 -1.8
ENHU iShares Enhanced Large Cap Core Active ETF 0.4 22 33 4.0 -0.8
VERS ProShares Metaverse ETF 0.4 58 -3 0.2 -4.6
GQQQ Astoria US Quality Growth Kings ETF 0.4 35 20 3.1 -1.7
XPND First Trust Expanded Technology ETF 0.4 65 -10 2.6 -2.2
CLOD Themes Cloud Computing ETF 0.4 35 20 2.9 -1.9
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 34 2.7 -2.1
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 -5 -0.9 -5.7
MFVL Motley Fool Value Factor ETF 0.4 50 5 5.7 +1.0
ITAN Sparkline Intangible Value ETF 0.4 50 5 5.6 +0.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.4 75 -20 3.0 -1.8
MFIG Motley Fool Innovative Growth Factor ETF 0.4 50 5 2.6 -2.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.4 35 20 6.6 +1.8
SNSR Global X Internet of Things ETF 0.4 68 -13 2.9 -1.8
IXG iShares Global Financials ETF 0.4 42 13 6.2 +1.5
LRND IQ U.S. Large Cap R&D Leaders ETF 0.4 14 41 3.7 -1.1
DFSV Dimensional US Small Cap Value ETF 0.3 31 24 8.7 +3.9
MTUM iShares MSCI USA Momentum Factor ETF 0.3 15 40 2.2 -2.6
NULG Nuveen ESG Large-Cap Growth ETF 0.3 26 29 2.7 -2.1
HART IQ Healthy Hearts ETF 0.3 45 10 5.8 +1.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.3 32 23 3.8 -1.0
ILCV iShares Morningstar Value ETF 0.3 4 51 5.3 +0.5
FTEC Fidelity MSCI Information Technology Index ETF 0.3 8 47 2.8 -2.0
HAPI Harbor Human Capital Factor US Large Cap ETF 0.3 36 19 4.0 -0.8
AVUV Avantis U.S. Small Cap Value ETF 0.3 25 30 7.8 +3.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.3 20 35 4.1 -0.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.3 65 -10 1.2 -3.5
IXJ iShares Global Healthcare ETF 0.3 42 13 6.3 +1.6
IWF iShares Russell 1000 Growth ETF 0.3 19 36 13.7 +8.9
VONG Vanguard Russell 1000 Growth ETF 0.3 7 48 3.4 -1.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.3 25 30 5.5 +0.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.3 25 30 7.6 +2.9
EBLU Ecofin Global Water ESG Fund 0.3 40 15 4.3 -0.4
XLK Technology Select Sector SPDR 0.3 8 47 2.9 -1.8
HDV iShares Core High Dividend ETF 0.3 8 47 30.0 +25.2
VOOG Vanguard S&P 500 Growth ETF 0.3 7 48 17.7 +12.9
IVW iShares S&P 500 Growth ETF 0.3 18 37 2.8 -2.0
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.3 4 51 2.9 -1.9
VGT Vanguard Information Technology ETF 0.3 9 46 22.9 +18.1
WOMN Impact Shares YWCA Women's Empowerment ETF 0.3 75 -20 4.7 -0.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.3 30 25 3.6 -1.1
GLBL Pacer MSCI World Industry Advantage ETF 0.2 65 -10 3.2 -1.5
KLMN Invesco MSCI North America Climate ETF 0.2 9 46 4.2 -0.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.2 14 41 4.0 -0.7
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.2 40 15 2.8 -2.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.2 9 46 4.7 -0.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 16 2.2 -2.6
IGM iShares Expanded Tech Sector ETF 0.2 41 14 2.4 -2.4
FELG Fidelity Enhanced Large Cap Growth ETF 0.2 18 37 3.2 -1.6
SAGP Strategas Global Policy Opportunities ETF 0.2 65 -10 4.8 +0.1
GINN Goldman Sachs Innovate Equity ETF 0.2 52 3 3.6 -1.2
OALC OneAscent Large Cap Core ETF 0.2 86 -31 3.2 -1.5
TRUD VanEck Consumer Disc TruSector ETF 0.2 14 41 2.9 -1.9
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.2 60 -5 4.3 -0.5
IXN iShares Global Tech ETF 0.2 41 14 2.4 -2.4
DURA VanEck Durable High Dividend ETF 0.2 29 26 6.4 +1.6
KNCT Invesco Next Gen Connectivity ETF 0.2 40 15 2.6 -2.1
NACP Impact Shares NAACP Minority Empowerment ETF 0.2 49 6 3.5 -1.3
KLMT Invesco MSCI Global Climate 500 ETF 0.2 10 45 4.8 +0.0
FBCG Fidelity Blue Chip Growth ETF 0.2 59 -4 2.0 -2.8
GXPT Global X PureCap MSCI Information Technology ETF 0.2 25 30 3.0 -1.8
IYW iShares U.S. Technology ETF 0.1 40 15 2.7 -2.1
XT iShares Exponential Technologies ETF 0.1 46 9 3.7 -1.1
FESM Fidelity Enhanced Small Cap ETF 0.1 28 27 2.2 -2.6
USEW Cambria US EW ETF 0.1 30 25 4.0 -0.7
ALRG Allspring LT Large Core ETF 0.1 28 27 3.4 -1.4
GLOF iShares Global Equity Factor ETF 0.1 20 35 5.4 +0.6
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 13 3.9 -0.9
TRUT VanEck Technology TruSector ETF 0.1 13 42 3.4 -1.4
WRND IQ Global Equity R&D Leaders ETF 0.0 18 37 3.8 -1.0
GEW Cambria Global EW ETF 0.0 29 26 5.3 +0.5
AVSC Avantis U.S Small Cap Equity ETF 0.0 25 30 4.6 -0.2

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

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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 3.7 x
Less: Expense ratio 55 bp
Equals: ALTAR Score 4.8 %
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.