VictoryShares THB Mid Cap ESG ETF
ALTAR
Score™		 5.5% info Recommen-
dation		 NEUTRAL
2024E    2025E
P/E
ratio		 24.3x P/Sales
ratio		 2.9x
P/BV
ratio		 4.4x Div.
yield		 0.7%


  • 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) $109
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 30
Wgt avg mkt cap (mns) $23,712
Large cap (>$10bn) 83.0%
Mid cap ($2-10bn) 17.0%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
DR HORTON INC 4.9 %
NVR INC 4.8 %
CARLISLE COS INC 4.1 %
BROWN & BROWN INC 4.0 %
HOULIHAN LOKEY, INC. CLASS A 4.0 %
POOL CORP 4.0 %
FASTENAL CO 3.8 %
KEYSIGHT TECHNOLOGIES INC 3.8 %
NEWMARKET CORP 3.7 %
TELEDYNE TECHNOLOGIES INC 3.7 %
Total 40.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 101.7 %










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.
5.9% 24.6% -- -- 6.2%

Market Correlations
versus... Beta R-squared
S&P500 1.04 86%
MSCI EAFE 0.96 75%
MSCI Emg. Mkts. 0.65 35%

Technical Indicators
Recent close $30.07
30d moving avg. $29.52
Annualized volatility 19.8%
Short interest (ETF) 0.0%
Relative strength (RSI) 51

Liquidity measures
Avg. volume (thou.) 0
Turnover 0.0%
Bid/Ask (% of price) 0.20%
ADV underlying (mns) $4,330

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 704 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™: 5.5%


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
(%)
XMHQ Invesco S&P MidCap Quality ETF 15.9 25 30 6.9 +1.3
SMAP Amplify Small-Mid Cap Equity ETF 15.8 60 -5 4.6 -0.9
KONG Formidable Fortress ETF 14.2 89 -34 5.5 -0.1
HWAY Themes US Infrastructure ETF 13.6 29 26 6.2 +0.6
CZA Invesco Zacks Mid-Cap ETF 13.3 72 -17 5.6 +0.1
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 12.5 60 -5 3.9 -1.7
NUMG Nuveen ESG Mid-Cap Growth ETF 12.4 31 24 3.4 -2.2
PKB Invesco Building & Construction ETF 12.3 62 -7 6.1 +0.6
RUNN Running Oak Efficient Growth ETF 12.3 58 -3 4.5 -1.0
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 12.0 40 15 6.2 +0.7
ITB iShares U.S. Home Construction ETF 10.8 40 15 10.6 +5.1
XHB SPDR S&P Homebuilders ETF 9.9 35 20 10.0 +4.4
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 9.7 48 7 5.2 -0.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 9.4 60 -5 6.3 +0.7
FXZ First Trust Materials AlphaDEX Fund 9.4 61 -6 11.3 +5.7
XMMO Invesco S&P MidCap Momentum ETF 9.3 34 21 5.6 +0.1
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 9.2 106 -51 3.5 -2.0
RNMC First Trust Mid Cap US Equity Select ETF 9.1 60 -5 6.3 +0.8
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 9.0 39 16 4.0 -1.5
OSCV Opus Small Cap Value ETF 8.8 79 -24 5.7 +0.1
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 8.7 30 25 7.9 +2.4
IJK iShares S&P Mid-Cap 400 Growth ETF 8.6 17 38 5.7 +0.2
XMLV Invesco S&P MidCap Low Volatility ETF 8.6 25 30 6.6 +1.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 8.4 15 40 5.7 +0.2
TMFX Motley Fool Next Index ETF 8.4 50 5 2.8 -2.8
MDYG SPDR S&P 400 Mid Cap Growth ETF 8.4 15 40 5.7 +0.2
SSPX Janus Henderson U.S. Sustainable Equity ETF 8.4 55 0 4.3 -1.3
BUL Pacer US Cash Cows Growth ETF 8.3 60 -5 7.7 +2.2
POWA Invesco Bloomberg Pricing Power ETF 8.2 40 15 5.6 +0.1
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 8.2 52 3 5.1 -0.4
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 8.1 58 -3 5.0 -0.5
DVLU First Trust Dorsey Wright Momentum & Value ETF 8.1 60 -5 8.7 +3.1
GLRY Inspire Faithward Mid Cap Momentum ETF 8.0 80 -25 7.9 +2.3
FSCS First Trust SMID Capital Strength ETF 7.9 60 -5 5.8 +0.3
TMFM Motley Fool Mid-Cap Growth ETF 7.8 85 -30 3.0 -2.5
PAVE Global X U.S. Infrastructure Development ETF 7.7 47 8 5.1 -0.5
JOET Virtus Terranova US Quality Momentum ETF 7.4 29 26 4.7 -0.8
VEGI iShares MSCI Agriculture Producers ETF 7.3 39 16 9.2 +3.7
IMCG iShares Morningstar Mid-Cap Growth ETF 7.2 6 49 4.0 -1.6
ONEV SPDR Russell 1000 Low Volatility Focus ETF 7.1 20 35 7.6 +2.0
OCFS Otter Creek Focus Strategy ETF 7.1 85 -30 4.5 -1.0
IYM iShares U.S. Basic Materials ETF 7.0 40 15 6.7 +1.2
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 7.0 80 -25 5.8 +0.3
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 6.9 40 15 3.9 -1.6
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 6.8 60 -5 8.3 +2.8
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 6.8 65 -10 3.7 -1.8
LEAD Siren DIVCON Leaders Dividend ETF 6.8 43 12 5.1 -0.4
SRHQ SRH U.S. Quality ETF 6.8 35 20 7.7 +2.1
IBOT Vaneck Robotics ETF 6.8 47 8 4.1 -1.4
CSMD Congress SMid Growth ETF 6.7 69 -14 4.3 -1.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 6.7 24 31 7.3 +1.8
ROKT SPDR S&P Kensho Final Frontiers ETF 6.7 45 10 2.4 -3.2
FMDE Fidelity Enhanced Mid Cap ETF 6.7 23 32 6.0 +0.5
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 6.6 61 -6 6.0 +0.5
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 6.6 75 -20 6.1 +0.6
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 6.5 69 -14 8.1 +2.6
LCLG Logan Capital Broad Innovative Growth ETF 6.4 99 -44 4.6 -1.0
INCE Franklin Income Equity Focus ETF 6.4 29 26 5.7 +0.1
RSPN Invesco S&P 500 Equal Weight Industrials ETF 6.3 40 15 4.1 -1.5
BOTT Themes Robotics & Automation ETF 6.3 35 20 4.7 -0.8
FXG First Trust Consumer Staples AlphaDEX Fund 6.3 63 -8 7.2 +1.6
IWP iShares Russell Mid-Cap Growth ETF 6.2 23 32 3.1 -2.5
AMID Argent Mid Cap ETF Argent Mid Cap ETF 6.1 52 3 6.7 +1.2
RFG Invesco S&P Midcap 400 Pure Growth ETF 6.1 35 20 5.1 -0.4
EFRA iShares Environmental Infrastructure and Industrials ETF 6.1 47 8 4.9 -0.6
EATV VegTech Plant-based Innovation & Climate ETF 6.1 75 -20 2.1 -3.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 6.0 30 25 5.4 -0.1
DEUS Xtrackers Russell US Multifactor ETF 6.0 17 38 6.9 +1.3
MISL First Trust Indxx Aerospace & Defense ETF 5.9 60 -5 2.6 -2.9
VOT Vanguard Mid-Cap Growth ETF 5.9 7 48 3.4 -2.2
QQQN VictoryShares Nasdaq Next 50 ETF 5.8 18 37 4.9 -0.7
JSTC Adasina Social Justice All Cap Global ETF 5.8 89 -34 4.9 -0.6
FTC First Trust Large Cap Growth AlphaDEX Fund 5.8 59 -4 2.4 -3.1
MAGA Point Bridge America First ETF 5.8 72 -17 5.6 +0.1
RDVY First Trust Rising Dividend Achievers ETF 5.7 50 5 9.1 +3.6
JHMM John Hancock Multifactor Mid Cap ETF 5.7 42 13 6.1 +0.5
THRO iShares U.S. Thematic Rotation Active ETF 5.6 90 -35 3.9 -1.7
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 5.6 20 35 4.0 -1.6
FTGS First Trust Growth Strength ETF 5.6 60 -5 5.4 -0.1
PRAY FIS Christian Stock Fund 5.6 69 -14 5.9 +0.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 5.6 15 40 6.7 +1.2
SPGP Invesco S&P 500 GARP ETF 5.5 34 21 7.9 +2.4
QQQJ Invesco NASDAQ Next Gen 100 ETF 5.5 15 40 4.5 -1.0
PRN Invesco Dorsey Wright Industrials Momentum ETF 5.5 60 -5 2.8 -2.7
CWS AdvisorShares Focused Equity ETF 5.5 84 -29 4.6 -0.9
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 5.5 60 -5 7.7 +2.2
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 5.5 60 -5 4.6 -0.9
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 5.4 79 -24 4.6 -0.9
RPG Invesco S&P 500 Pure Growth ETF 5.4 35 20 3.5 -2.1
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 5.4 60 -5 9.0 +3.5
MOO VanEck Agribusiness ETF 5.3 53 2 9.7 +4.2
PEXL Pacer US Export Leaders ETF 5.3 60 -5 5.7 +0.1
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 5.3 60 -5 5.0 -0.6
XJH iShares ESG Screened S&P Mid-Cap ETF 5.3 12 43 6.5 +0.9
FIDU Fidelity MSCI Industrial Index ETF 5.3 8 47 4.5 -1.1
PHO Invesco Water Resources ETF 5.3 60 -5 4.4 -1.2
PDP Invesco Dorsey Wright Momentum ETF 5.2 62 -7 3.2 -2.3
FTAG First Trust Indxx Global Agriculture ETF 5.2 70 -15 9.7 +4.1
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 5.2 12 43 5.3 -0.3
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 5.2 20 35 5.6 +0.0
MDY SPDR S&P Midcap 400 ETF Trust 5.2 24 31 6.2 +0.6
IJH iShares Core S&P Mid-Cap ETF 5.2 5 50 6.4 +0.8
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 5.2 60 -5 6.4 +0.9
SURE AdvisorShares Insiders Advantage ETF 5.1 90 -35 9.3 +3.7
IWR iShares Russell Midcap ETF 5.1 19 36 5.4 -0.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 5.0 38 17 5.7 +0.1
PRNT 3D Printing ETF 5.0 66 -11 0.7 -4.9
VIS Vanguard Industrials ETF 5.0 10 45 4.2 -1.3
BUYZ Franklin Disruptive Commerce ETF 5.0 50 5 1.8 -3.7
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 5.0 3 52 6.4 +0.8
IVOO Vanguard S&P Mid-Cap 400 ETF 5.0 10 45 6.4 +0.8
HUSV First Trust Horizon Managed Volatility Domestic ETF 5.0 70 -15 4.4 -1.2
ONEO SPDR Russell 1000 Momentum Focus ETF 5.0 20 35 6.8 +1.3
RBLD First Trust Alerian US NextGen Infrastructure ETF 4.9 65 -10 4.7 -0.8
IMCB iShares Morningstar Mid-Cap ETF 4.9 4 51 5.7 +0.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 4.9 65 -10 2.7 -2.9
AFMC First Trust Active Factor Mid Cap ETF 4.9 65 -10 6.9 +1.3
FITE SPDR S&P Kensho Future Security ETF 4.9 45 10 2.2 -3.3
VFLO VictoryShares Free Cash Flow ETF 4.9 39 16 8.8 +3.3
XTN SPDR S&P Transportation ETF 4.9 35 20 2.1 -3.5
BULD Pacer BlueStar Engineering the Future ETF 4.8 60 -5 1.7 -3.8
ECML Euclidean Fundamental Value ETF 4.8 95 -40 12.2 +6.7
FTXR First Trust Nasdaq Transportation ETF 4.7 60 -5 6.8 +1.2
IWS iShares Russell Mid-Cap Value ETF 4.7 23 32 6.2 +0.7
GRPM Invesco S&P MidCap 400 GARP ETF 4.7 35 20 9.0 +3.5
CFA VictoryShares US 500 Volatility Wtd ETF 4.7 35 20 5.6 +0.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 4.7 40 15 5.6 +0.0
FBOT Fidelity Disruptive Automation ETF 4.6 50 5 3.6 -1.9
SUPL ProShares Supply Chain Logistics ETF 4.6 58 -3 14.2 +8.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 4.6 24 31 7.0 +1.5
VO Vanguard Mid-Cap ETF 4.6 4 51 5.3 -0.2
PPA Invesco Aerospace & Defense ETF 4.5 58 -3 2.5 -3.1
RSPT Invesco S&P 500 Equal Weight Technology ETF 4.5 40 15 5.7 +0.1
PFI Invesco Dorsey Wright Financial Momentum ETF 4.5 60 -5 5.0 -0.5
FEX First Trust Large Cap Core AlphaDEX Fund 4.5 59 -4 5.6 +0.0
SXQG ETC 6 Meridian Quality Growth ETF 4.5 100 -45 4.0 -1.5
VALQ American Century U.S. Quality Value ETF 4.5 29 26 7.4 +1.9
MGRO VanEck Morningstar Wide Moat Growth ETF 4.4 49 6 4.7 -0.8
VFQY Vanguard U.S. Quality Factor ETF 4.4 13 42 7.5 +2.0
MDEV First Trust Indxx Medical Devices ETF 4.4 70 -15 4.3 -1.3
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.4 35 20 5.8 +0.3
STXM Strive Mid-Cap ETF 4.3 18 37 6.1 +0.5
NULG Nuveen ESG Large-Cap Growth ETF 4.3 26 29 4.1 -1.4
BFOR ALPS Barron's 400 ETF 4.3 65 -10 5.6 +0.1
AVLV Avantis U.S. Large Cap Value ETF 4.3 15 40 7.1 +1.6
NATO Themes Transatlantic Defense ETF 4.2 35 20 3.2 -2.4
VBK Vanguard Small-Cap Growth ETF 4.2 7 48 1.1 -4.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 4.2 15 40 6.8 +1.2
MADE iShares U.S. Manufacturing ETF 4.2 40 15 5.5 -0.1
IPDP Dividend Performers ETF 4.2 122 -67 5.2 -0.4
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 4.1 15 40 7.3 +1.8
QMOM Alpha Architect U.S. Quantitative Momentum ETF 4.1 39 16 3.4 -2.2
SDY SPDR S&P Dividend ETF 4.1 35 20 5.9 +0.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.0 9 46 5.8 +0.2
FTCS First Trust Capital Strength ETF 4.0 55 0 5.7 +0.2
BARAX Baron Asset Retail 4.0 75 -20 3.4 -2.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.0 15 40 4.1 -1.5
DSTL Distillate US Fundamental Stability & Value ETF 3.9 39 16 7.6 +2.0
USRD Themes US R&D Champions ETF 3.9 29 26 7.0 +1.4
GQQQ Astoria US Quality Growth Kings ETF 3.9 35 20 6.3 +0.8
SMRI Bushido Capital US Equity ETF 3.9 71 -16 7.7 +2.1
FSMO Fidelity Small-Mid Cap Opportunities ETF 3.9 60 -5 6.4 +0.8
ROE Astoria US Quality Kings ETF 3.9 49 6 7.2 +1.7
BLES Inspire Global Hope ETF 3.9 61 -6 6.4 +0.9
XLI Industrial Select Sector SPDR Fund 3.9 9 46 4.2 -1.3
QNXT iShares Nasdaq-100 ex Top 30 ETF 3.8 20 35 5.2 -0.4
IYT iShares US Transportation ETF 3.8 40 15 2.1 -3.4
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 3.8 60 -5 5.2 -0.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.8 7 48 5.3 -0.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.8 18 37 7.2 +1.7
BTHM BlackRock Future U.S. Themes ETF 3.8 60 -5 4.2 -1.3
RSHO Tema American Reshoring ETF 3.8 75 -20 3.4 -2.2
DIVL Madison Dividend Value ETF 3.8 65 -10 5.5 0.0
BEEZ Honeytree U.S. Equity ETF 3.8 64 -9 4.7 -0.9
DEMZ Democratic Large Cap Core ETF 3.8 45 10 4.2 -1.4
COWS Amplify Cash Flow Dividend Leaders ETF 3.8 0 55 10.5 +4.9
HOMZ Hoya Capital Housing ETF 3.8 30 25 7.0 +1.5
DON WisdomTree U.S. MidCap Dividend Fund 3.7 38 17 7.7 +2.2
IYJ iShares U.S. Industrials ETF 3.7 40 15 4.5 -1.0
ROUS Hartford Multifactor US Equity ETF 3.7 19 36 6.5 +1.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.7 4 51 5.6 +0.1
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.7 29 26 6.4 +0.9
MAKX ProShares S&P Kensho Smart Factories ETF 3.6 58 -3 0.8 -4.8
IVRS iShares Future Metaverse Tech and Communications ETF 3.6 47 8 -4.9 -10.4
BIBL Inspire 100 ETF 3.6 35 20 5.1 -0.5
EATZ AdvisorShares Restaurant ETF 3.6 101 -46 3.2 -2.3
FXH First Trust Health Care AlphaDEX Fund 3.6 62 -7 6.3 +0.7
VSDA VictoryShares Dividend Accelerator ETF 3.6 35 20 6.7 +1.2
SIZE iShares MSCI USA Size Factor ETF 3.5 15 40 5.6 +0.0
SCHM Schwab U.S. Mid-Cap ETF 3.5 4 51 6.0 +0.4
XLY Consumer Discretionary Select Sector SPDR Fund 3.5 9 46 4.7 -0.9
FLDZ RiverNorth Patriot ETF 3.5 75 -20 5.2 -0.4
TEMP JPMorgan Climate Change Solutions ETF 3.5 49 6 5.5 -0.1
QGRO American Century U.S. Quality Growth ETF 3.5 29 26 4.4 -1.1
RSPH Invesco S&P 500 Equal Weight Health Care ETF 3.5 40 15 8.0 +2.5
EUSA iShares MSCI USA Equal Weighted ETF 3.5 9 46 5.7 +0.2
USMF WisdomTree U.S. Multifactor Fund 3.4 28 27 7.1 +1.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.4 64 -9 1.8 -3.7
BECO BlackRock Future Climate and Sustainable Economy ETF 3.4 70 -15 11.9 +6.4
RWK Invesco S&P MidCap 400 Revenue ETF 3.4 39 16 6.9 +1.4
VOE Vanguard Mid-Cap Value ETF 3.4 7 48 6.9 +1.4
VERS ProShares Metaverse ETF 3.4 58 -3 -16.0 -21.6
FTRI First Trust Indxx Global Natural Resources Income ETF 3.4 70 -15 9.8 +4.2
RSPM Invesco S&P 500 Equal Weight Materials ETF 3.4 40 15 7.9 +2.3
IVEG iShares Emergent Food and AgTech Multisector ETF 3.4 47 8 8.0 +2.5
SMCF Themes US Small Cap Cash Flow Champions ETF 3.4 29 26 10.2 +4.6
ULVM VictoryShares US Value Momentum ETF 3.3 20 35 7.0 +1.5
PTL Inspire 500 ETF 3.3 9 46 5.6 +0.1
AFLG First Trust Active Factor Large Cap ETF 3.3 55 0 5.8 +0.3
KOMP SPDR S&P Kensho New Economies Composite ETF 3.3 20 35 1.0 -4.5
JQUA JPMorgan U.S. Quality Factor ETF 3.3 12 43 5.8 +0.2
ZIG Acquirers Fund 3.3 84 -29 13.1 +7.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.2 35 20 4.6 -1.0
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 3.2 65 -10 -1.0 -6.5
SCAP InfraCap Small Cap Income ETF 3.2 135 -80 8.5 +3.0
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 3.2 60 -5 6.1 +0.5
SHPP Pacer Industrials and Logistics ETF 3.2 60 -5 9.9 +4.3
RSP Invesco S&P 500 Equal Weight ETF 3.2 20 35 6.1 +0.5
FTWO Strive FAANG 2.0 ETF 3.1 49 6 4.7 -0.9
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.1 58 -3 5.0 -0.5
PSET Principal Quality ETF 3.1 15 40 5.3 -0.2
WTV WisdomTree US Value Fund of Benef Interest 3.1 12 43 8.7 +3.1
BMED Future Health ETF 3.1 85 -30 -0.2 -5.8
IHAK iShares Cybersecurity & Tech ETF 3.1 47 8 3.2 -2.3
INFL Horizon Kinetics Inflation Beneficiaries ETF 3.1 85 -30 3.5 -2.0
BCDF Horizon Kinetics Blockchain Development ETF 3.1 85 -30 3.9 -1.6
SPAM Themes Cybersecurity ETF 3.1 35 20 2.0 -3.6
FDIV MarketDesk Focused U.S. Dividend ETF 3.1 35 20 5.1 -0.5
GDEF Goldman Sachs Defensive Equity ETF 3.1 55 0 4.7 -0.8
IEDI iShares U.S. Consumer Focused ETF 3.1 18 37 5.1 -0.4
SFYX SoFi Next 500 ETF 3.0 0 55 4.7 -0.8
IQSM IQ Candriam U.S. Mid Cap Equity ETF 3.0 15 40 5.8 +0.2
LSAF LeaderShares AlphaFactor US Core Equity ETF 3.0 75 -20 6.8 +1.3
XAR SPDR S&P Aerospace & Defense ETF 3.0 35 20 2.0 -3.6
VAMO Cambria Value & Momentum ETF 3.0 61 -6 8.2 +2.7
HDUS Hartford Disciplined US Equity ETF 3.0 19 36 5.9 +0.4
THNR Amplify Weight Loss Drug & Treatment ETF 3.0 59 -4 5.2 -0.4
ARKX ARK Space Exploration & Innovation ETF 3.0 75 -20 2.4 -3.2
REVS Columbia Research Enhanced Value ETF 3.0 19 36 7.4 +1.8
FVD First Trust Value Line Dividend Index Fund 2.9 65 -10 6.3 +0.7
SSPY Syntax Stratified LargeCap ETF 2.9 30 25 6.3 +0.8
RTH VanEck Retail ETF 2.9 35 20 6.3 +0.8
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 2.9 65 -10 3.9 -1.7
QUAL iShares MSCI USA Quality Factor ETF 2.9 15 40 5.3 -0.3
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.9 18 37 5.6 +0.1
VB Vanguard Small-Cap ETF 2.8 5 50 4.9 -0.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.8 10 45 4.4 -1.1
FDIS Fidelity MSCI Consumer Discretionary Index ETF 2.8 8 47 4.5 -1.1
SMLF iShares U.S. SmallCap Equity Factor ETF 2.8 15 40 4.6 -0.9
FTXG First Trust Nasdaq Food & Beverage ETF 2.8 60 -5 6.8 +1.2
EQUL IQ Engender Equality ETF 2.8 45 10 5.7 +0.2
TTAC FCF US Quality ETF 2.7 59 -4 6.3 +0.7
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 2.7 35 20 6.3 +0.7
FTA First Trust Large Cap Value AlphaDEX Fund 2.7 59 -4 8.2 +2.7
IMCV iShares Morningstar Mid-Cap Value ETF 2.6 6 49 7.5 +2.0
BDAIX Baron Durable Advantage 2.6 75 -20 3.7 -1.8
NZUS SPDR MSCI USA Climate Paris Aligned ETF 2.6 10 45 4.5 -1.0
XRT SPDR S&P Retail ETF 2.6 35 20 10.5 +4.9
AIRR First Trust RBA American Industrial Renaissance ETF 2.5 70 -15 4.8 -0.8
FFTY Innovator IBD 50 ETF 2.5 80 -25 -0.6 -6.1
HAP VanEck Natural Resources ETF 2.5 50 5 10.0 +4.4
EQAL Invesco Russell 1000 Equal Weight ETF 2.5 20 35 6.3 +0.7
LVOL American Century Low Volatility ETF 2.5 29 26 4.9 -0.6
SHRY First Trust Bloomberg Shareholder Yield ETF 2.5 60 -5 6.9 +1.3
TXS Texas Capital Texas Equity Index ETF 2.5 49 6 4.7 -0.8
NBDS Neuberger Berman Disrupters ETF 2.5 55 0 1.5 -4.0
GSFP Goldman Sachs Future Planet Equity ETF 2.5 75 -20 4.2 -1.3
OCEN IQ Clean Oceans ETF 2.5 45 10 6.1 +0.5
BLLD JPMorgan Sustainable Infrastructure ETF 2.5 49 6 5.7 +0.1
FIW First Trust Water ETF 2.5 53 2 4.5 -1.0
AQWA Global X Clean Water ETF 2.5 50 5 4.2 -1.3
CGW Invesco S&P Global Water Index ETF 2.5 57 -2 4.4 -1.2
PIO Invesco Global Water ETF 2.5 75 -20 5.2 -0.4
ETEC iShares Breakthrough Environmental Solutions ETF 2.5 47 8 8.0 +2.4
IWTR iShares MSCI Water Management Multisector ETF 2.5 47 8 5.0 -0.5
AHOY Newday Ocean Health ETF 2.5 75 -20 6.2 +0.6
CBSE Clough Select Equity ETF 2.5 85 -30 0.4 -5.2
DFVX Dimensional US Large Cap Vector ETF 2.5 22 33 6.1 +0.5
FSMD Fidelity Small-Mid Multifactor ETF 2.4 15 40 6.8 +1.3
SMDY Syntax Stratified MidCap ETF 2.4 35 20 5.8 +0.2
NUMV Nuveen ESG Mid-Cap Value ETF 2.4 31 24 6.6 +1.1
IYC iShares U.S. Consumer Discretionary ETF 2.4 40 15 3.4 -2.2
BFIIX Baron FinTech 2.4 75 -20 3.4 -2.1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.4 49 6 4.4 -1.1
GDVD R3 Global Dividend Growth ETF 2.4 88 -33 5.5 -0.0
USXF iShares ESG Advanced MSCI USA ETF 2.4 10 45 5.0 -0.5
SCHD Schwab US Dividend Equity ETF 2.4 6 49 9.2 +3.7
VCR Vanguard Consumer Discretionary ETF 2.3 10 45 4.4 -1.2
FXO First Trust Financials AlphaDEX Fund 2.3 62 -7 7.4 +1.8
IFRA iShares U.S. Infrastructure ETF 2.3 30 25 5.9 +0.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 2.3 19 36 6.2 +0.7
NANC Unusual Whales Subversive Democratic Trading ETF 2.3 75 -20 3.9 -1.7
TMFG Motley Fool Global Opportunities ETF 2.3 85 -30 3.2 -2.3
SIMS SPDR S&P Kensho Intelligent Structures ETF 2.3 45 10 -6.9 -12.5
ARTY iShares Future AI & Tech ETF 2.3 47 8 3.8 -1.8
FIXT Procure Disaster Recovery Strategy ETF 2.3 75 -20 5.8 +0.3
MGMT Ballast Small/Mid Cap ETF 2.3 110 -55 7.1 +1.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.3 9 46 5.4 -0.1
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.3 15 40 6.9 +1.4
EXI iShares Global Industrials ETF 2.3 42 13 4.5 -1.0
RXI iShares Global Consumer Discretionary ETF 2.2 41 14 5.4 -0.2
VFMO Vanguard U.S. Momentum Factor ETF 2.2 13 42 2.1 -3.4
GVLU Gotham 1000 Value ETF 2.2 50 5 7.4 +1.9
JHML John Hancock Multifactor Large Cap ETF 2.2 29 26 5.3 -0.3
VUSE Vident U.S. Equity Strategy ETF 2.2 50 5 4.4 -1.2
AVSU Avantis Responsible U.S. Equity ETF 2.2 15 40 6.1 +0.5
USMV iShares MSCI USA Min Vol Factor ETF 2.2 15 40 5.6 +0.1
HKND Humankind US Stock ETF 2.2 11 44 7.1 +1.6
LYLD Cambria Large Cap Shareholder Yield ETF 2.2 59 -4 9.1 +3.6
SMMD iShares Russell 2500 ETF 2.2 15 40 5.5 -0.0
VXF Vanguard Extended Market ETF 2.2 6 49 3.5 -2.1
FXD First Trust Consumer Discretionary AlphaDEX Fund 2.2 61 -6 6.2 +0.6
IHI iShares U.S. Medical Devices ETF 2.1 40 15 3.9 -1.7
FCPI Fidelity Stocks for Inflation ETF 2.1 15 40 8.1 +2.6
AVUS Avantis U.S. Equity ETF 2.1 15 40 5.6 +0.1
HLGE Hartford Longevity Economy ETF 2.1 44 11 6.0 +0.4
IQM Franklin Intelligent Machines ETF 2.1 50 5 3.2 -2.3
QDEF FlexShares Quality Dividend Defensive Index Fund 2.1 37 18 3.9 -1.7
DRUP GraniteShares Nasdaq Select Disruptors ETF 2.1 60 -5 3.9 -1.7
SIXL ETC 6 Meridian Low Beta Equity ETF 2.1 80 -25 4.2 -1.3
XHS SPDR S&P Health Care Services ETF 2.1 35 20 6.3 +0.7
SPDV AAM S&P 500 High Dividend Value ETF 2.1 29 26 9.6 +4.1
STXD Strive 1000 Dividend Growth ETF 2.1 35 20 5.2 -0.3
FTDS First Trust Dividend Strength ETF 2.1 70 -15 8.1 +2.6
SYLD Cambria Shareholder Yield ETF 2.0 59 -4 10.9 +5.4
INRO iShares U.S. Industry Rotation Active ETF 2.0 42 13 4.5 -1.1
JMOM JPMorgan U.S. Momentum Factor ETF 2.0 12 43 4.5 -1.0
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 2.0 40 15 6.3 +0.8
MBOX Freedom Day Dividend ETF 2.0 39 16 7.4 +1.9
CHGX AXS Change Finance ESG ETF 2.0 49 6 5.3 -0.3
QDIV Global X S&P 500 Quality Dividend ETF 2.0 20 35 7.5 +2.0
SPHQ Invesco S&P 500 Quality ETF 2.0 15 40 5.7 +0.2
DTEC ALPS Disruptive Technologies ETF 2.0 50 5 3.7 -1.9
KIE SPDR S&P Insurance ETF 2.0 35 20 6.0 +0.5
BKWO BNY Mellon Women's Opportunities ETF 2.0 50 5 3.9 -1.6
FMET Fidelity Metaverse ETF 2.0 39 16 5.4 -0.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.9 29 26 4.3 -1.2
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 1.9 49 6 5.0 -0.5
MTUM iShares MSCI USA Momentum Factor ETF 1.9 15 40 4.1 -1.5
ISMD Inspire Small/Mid Cap ETF 1.9 54 1 5.3 -0.3
FBCV Fidelity Blue Chip Value ETF 1.9 59 -4 7.0 +1.4
BSCFX Baron Small Cap Retail 1.9 75 -20 3.5 -2.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.9 25 30 5.2 -0.4
VLUE iShares MSCI USA Value Factor ETF 1.9 15 40 10.2 +4.6
SPLV Invesco S&P 500 Low Volatility ETF 1.9 25 30 5.1 -0.4
ALTL Pacer Lunt Large Cap Alternator ETF 1.9 60 -5 4.8 -0.7
FLQL Franklin LibertyQ U.S. Equity ETF 1.9 15 40 5.9 +0.3
QUS SPDR MSCI USA StrategicFactors ETF 1.9 15 40 5.7 +0.2
TPHD Timothy Plan High Dividend Stock ETF 1.8 52 3 5.9 +0.4
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.8 54 1 5.9 +0.4
ITA iShares U.S. Aerospace & Defense ETF 1.8 40 15 2.7 -2.8
XLB Materials Select Sector SPDR Fund 1.8 9 46 6.2 +0.6
VIRS Pacer BioThreat Strategy ETF 1.8 70 -15 6.1 +0.5
VBR Vanguard Small Cap Value ETF 1.8 7 48 7.8 +2.3
ONEY SPDR Russell 1000 Yield Focus ETF 1.8 20 35 9.3 +3.7
FELV Fidelity Enhanced Large Cap Value ETF 1.8 18 37 6.4 +0.9
FDWM Fidelity Women's Leadership ETF 1.8 59 -4 4.7 -0.9
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.8 46 9 9.3 +3.8
ETHO Etho Climate Leadership U.S. ETF 1.8 47 8 3.4 -2.1
DFAC Dimensional U.S. Core Equity 2 ETF 1.8 17 38 5.3 -0.2
SPMV Invesco S&P 500 Minimum Variance ETF 1.8 10 45 5.5 -0.1
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.7 17 38 4.7 -0.9
DFSU Dimensional US Sustainability Core 1 ETF 1.7 18 37 5.4 -0.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.7 70 -15 2.7 -2.8
GVUS Marketbeta Russell 1000 Value Equity ETF 1.7 12 43 6.2 +0.7
XHE SPDR S&P Health Care Equipment ETF 1.7 35 20 1.8 -3.7
KCE SPDR S&P Capital Markets ETF 1.7 35 20 5.9 +0.3
DFLV Dimensional US Large Cap Value ETF 1.7 22 33 7.4 +1.9
SIXG Defiance Connective Technologies ETF 1.7 30 25 5.1 -0.4
ISCG iShares Morningstar Small-Cap Growth ETF 1.7 6 49 2.3 -3.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.7 29 26 6.4 +0.8
DRIV Global X Autonomous & Electric Vehicles ETF 1.7 68 -13 4.8 -0.7
IWD iShares Russell 1000 Value ETF 1.7 19 36 6.1 +0.6
VONV Vanguard Russell 1000 Value ETF 1.7 8 47 6.3 +0.7
DUHP Dimensional US High Profitability ETF 1.6 21 34 6.5 +0.9
DCOR Dimensional US Core Equity 1 ETF 1.6 14 41 5.3 -0.2
CGDV Capital Group Dividend Value ETF 1.6 33 22 5.6 +0.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.6 25 30 7.2 +1.7
DFUV Dimensional US Marketwide Value ETF 1.6 22 33 7.2 +1.6
FLRG Fidelity U.S. Multifactor ETF 1.6 15 40 7.3 +1.8
EZM WisdomTree U.S. MidCap Fund 1.6 38 17 7.4 +1.8
VFMV Vanguard U.S. Minimum Volatility ETF 1.6 13 42 5.0 -0.6
EGUS iShares ESG Aware MSCI USA Growth ETF 1.6 18 37 4.5 -1.1
HLAL Wahed FTSE USA Shariah ETF 1.6 50 5 4.9 -0.7
ILCG iShares Morningstar Growth ETF 1.6 4 51 3.9 -1.6
BHCHX Baron Health Care Strategy 1.6 75 -20 -0.8 -6.3
QGRW WisdomTree U.S. Quality Growth Fund 1.6 28 27 4.7 -0.8
BLCV iShares Large Cap Value Active ETF 1.6 53 2 8.1 +2.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.6 25 30 5.6 +0.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.6 30 25 4.7 -0.8
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.6 75 -20 5.4 -0.1
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.6 15 40 4.9 -0.6
FAB First Trust Multi Cap Value AlphaDEX Fund 1.6 67 -12 8.6 +3.0
IJJ iShares S&P Mid-Cap 400 Value ETF 1.6 18 37 6.9 +1.4
NANR SPDR S&P North American Natural Resources ETF 1.6 35 20 7.4 +1.9
VIG Vanguard Dividend Appreciation ETF 1.6 6 49 5.6 +0.1
NULC Nuveen ESG Large-Cap ETF 1.5 21 34 5.3 -0.2
ACWV iShares MSCI Global Min Vol Factor ETF 1.5 20 35 6.3 +0.8
TMFS Motley Fool Small-Cap Growth ETF 1.5 85 -30 2.6 -3.0
NVIR Horizon Kinetics Energy and Remediation ETF 1.5 85 -30 1.5 -4.0
TMDV ProShares Russell US Dividend Growers ETF 1.5 35 20 5.9 +0.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.5 20 35 6.4 +0.8
MDYV SPDR S&P 400 Mid Cap Value ETF 1.5 15 40 7.0 +1.4
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.5 49 6 5.3 -0.2
RFFC ALPS Active Equity Opportunity ETF 1.5 48 7 4.5 -1.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.5 15 40 7.0 +1.5
NUSC Nuveen ESG Small-Cap ETF 1.5 31 24 5.0 -0.5
FELC Fidelity Enhanced Large Cap Core ETF 1.5 18 37 5.3 -0.2
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.5 50 5 7.6 +2.1
QLV FlexShares US Quality Low Volatility Index Fund 1.5 22 33 3.8 -1.8
FDG American Century Focused Dynamic Growth ETF 1.5 45 10 2.6 -2.9
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.5 68 -13 -0.1 -5.7
RAYD Rayliant Quantitative Developed Market Equity ETF 1.5 80 -25 3.8 -1.7
FIVG Defiance Next Gen Connectivity ETF 1.5 30 25 5.8 +0.3
HAIL SPDR S&P Kensho Smart Mobility ETF 1.4 45 10 -3.0 -8.6
IHF iShares U.S. Healthcare Providers ETF 1.4 40 15 6.6 +1.0
VFMF Vanguard U.S. Multifactor ETF 1.4 18 37 8.5 +3.0
BLCR iShares Large Cap Core Active ETF 1.4 36 19 4.9 -0.7
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.4 56 -1 5.9 +0.4
VAW Vanguard Materials ETF 1.4 10 45 6.3 +0.8
DFAU Dimensional US Core Equity Market ETF 1.4 12 43 5.0 -0.5
SCHV Schwab U.S. Large-Cap Value ETF 1.4 4 51 6.4 +0.9
SUSA iShares MSCI USA ESG Select ETF 1.4 25 30 5.0 -0.5
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 1.4 15 40 6.4 +0.9
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 1.4 75 -20 -1.6 -7.2
FDLO Fidelity Low Volatility Factor ETF 1.4 15 40 5.3 -0.3
JVAL JPMorgan U.S. Value Factor ETF 1.4 12 43 7.8 +2.2
CCNR ALPS CoreCommodity Natural Resources ETF 1.4 39 16 11.0 +5.5
ISCB iShares Morningstar Small-Cap ETF 1.3 4 51 4.8 -0.8
CATH Global X S&P 500 Catholic Values Custom ETF 1.3 29 26 4.9 -0.6
GNR SPDR S&P Global Natural Resources ETF 1.3 40 15 9.7 +4.2
BOUT Innovator IBD Breakout Opportunities ETF 1.3 81 -26 3.6 -1.9
RSPF Invesco S&P 500 Equal Weight Financials ETF 1.3 40 15 6.2 +0.6
CLNR IQ Cleaner Transport ETF 1.3 45 10 6.8 +1.3
IUSG iShares Core S&P U.S. Growth ETF 1.3 4 51 4.7 -0.9
STXG Strive 1000 Growth ETF 1.3 18 37 4.1 -1.5
VEGN US Vegan Climate ETF 1.3 60 -5 4.5 -1.0
FMAT Fidelity MSCI Materials Index ETF 1.3 8 47 6.4 +0.9
HAPY Harbor Human Capital Factor Unconstrained ETF 1.3 50 5 4.4 -1.1
NXTG First Trust Indxx NextG ETF 1.3 70 -15 6.2 +0.7
ROBO ROBO Global Robotics & Automation Index ETF 1.3 95 -40 3.5 -2.1
COWZ Pacer US Cash Cows 100 ETF 1.3 49 6 9.9 +4.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.3 60 -5 4.0 -1.6
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.3 25 30 9.6 +4.1
CZAR Themes Natural Monopoly ETF 1.3 35 20 6.3 +0.7
XMAG Defiance Large Cap ex-Mag 7 ETF 1.3 35 20 5.1 -0.4
DSMC Distillate Small/Mid Cash Flow ETF 1.3 55 0 12.2 +6.7
ARKQ ARK Autonomous Technology & Robotics ETF 1.3 75 -20 2.4 -3.1
JEPI JPMorgan Equity Premium Income ETF 1.3 35 20 5.1 -0.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.3 10 45 5.3 -0.2
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.2 50 5 4.2 -1.3
OPTZ Optimize Strategy Index ETF 1.2 50 5 2.9 -2.6
MOAT VanEck Morningstar Wide Moat ETF 1.2 46 9 5.6 +0.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.2 45 10 4.7 -0.9
QWLD SPDR MSCI World StrategicFactors ETF 1.2 30 25 5.9 +0.4
PY Principal Value ETF 1.2 15 40 7.0 +1.4
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.2 60 -5 8.7 +3.2
RECS Columbia Research Enhanced Core ETF 1.2 15 40 5.5 -0.1
FPAG FPA Global Equity ETF 1.2 49 6 5.4 -0.1
KRUZ Unusual Whales Subversive Republican Trading ETF 1.2 75 -20 5.4 -0.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.2 11 44 4.9 -0.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.2 10 45 5.1 -0.4
MVAL VanEck Morningstar Wide Moat Value ETF 1.2 49 6 6.4 +0.9
ESGU iShares ESG Aware MSCI USA ETF 1.2 15 40 5.0 -0.5
BGRO iShares Large Cap Growth Active ETF 1.2 55 0 3.6 -2.0
PWV Invesco Large Cap Value ETF 1.2 55 0 6.9 +1.3
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 1.2 40 15 4.3 -1.3
SPXT ProShares S&P 500 Ex-Technology ETF 1.2 9 46 5.3 -0.3
QUVU Hartford Quality Value ETF 1.2 46 9 6.6 +1.1
FQAL Fidelity Quality Factor ETF 1.2 15 40 5.8 +0.3
SCHK Schwab 1000 Index ETF 1.2 5 50 5.0 -0.6
FNX First Trust Mid Cap Core AlphaDEX Fund 1.2 60 -5 6.8 +1.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.1 12 43 4.8 -0.8
IYK iShares U.S. Consumer Staples ETF 1.1 40 15 6.6 +1.1
EVUS iShares ESG Aware MSCI USA Value ETF 1.1 18 37 6.4 +0.9
IWB iShares Russell 1000 ETF 1.1 15 40 4.8 -0.7
VONE Vanguard Russell 1000 ETF 1.1 8 47 4.9 -0.7
AIEQ AI Powered Equity ETF 1.1 75 -20 3.9 -1.7
EPS WisdomTree U.S. LargeCap Fund 1.1 8 47 5.9 +0.3
IYY iShares Dow Jones U.S. ETF 1.1 20 35 4.8 -0.8
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.1 3 52 5.1 -0.4
SCHX Schwab U.S. Large-Cap ETF 1.1 3 52 5.0 -0.6
FNDA Schwab Fundamental US Small Co. Index ETF 1.1 25 30 6.0 +0.5
IUS Invesco RAFI Strategic US ETF 1.1 19 36 6.8 +1.3
DFUS Dimensional U.S. Equity ETF 1.1 9 46 4.9 -0.7
FNDB Schwab Fundamental US Broad Market Index ETF 1.1 25 30 6.8 +1.2
FNDX Schwab Fundamental US Large Co. Index ETF 1.1 25 30 6.8 +1.3
XMVM Invesco S&P MidCap Value with Momentum ETF 1.1 39 16 9.9 +4.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.1 15 40 4.7 -0.9
SCHB Schwab U.S. Broad Market ETF 1.1 3 52 4.9 -0.7
PFM Invesco Dividend Achievers ETF 1.1 53 2 5.3 -0.2
SNSR Global X Internet of Things ETF 1.1 68 -13 4.6 -0.9
SUSL iShares ESG MSCI USA Leaders ETF 1.1 10 45 5.1 -0.4
SPVM Invesco S&P 500 Value with Momentum ETF 1.1 39 16 7.8 +2.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.1 25 30 5.2 -0.3
VCLN Virtus Duff & Phelps Clean Energy ETF 1.1 59 -4 3.9 -1.7
XT iShares Exponential Technologies ETF 1.1 46 9 4.8 -0.8
DGRW WisdomTree US Quality Dividend Growth Fund 1.1 28 27 6.0 +0.5
VTHR Vanguard Russell 3000 ETF 1.1 10 45 4.7 -0.8
IWV iShares Russell 3000 ETF 1.1 20 35 4.7 -0.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.1 3 52 4.8 -0.7
VTI Vanguard Total Stock Market ETF 1.1 3 52 4.7 -0.8
FUNL CornerCap Fundametrics Large-Cap ETF 1.1 50 5 6.7 +1.2
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 1.1 40 15 5.3 -0.3
ILCB iShares Morningstar U.S. Equity ETF 1.1 3 52 4.9 -0.6
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.1 15 40 9.3 +3.8
CVY Invesco Zacks Multi-Asset Income ETF 1.1 106 -51 9.8 +4.2
SPXN ProShares S&P 500 Ex-Financials ETF 1.1 9 46 5.1 -0.5
BNE Blue Horizon BNE ETF 1.1 87 -32 4.6 -1.0
YALL God Bless America ETF 1.0 65 -10 3.2 -2.4
PBUS Invesco MSCI USA ETF 1.0 4 51 5.0 -0.6
QDF FlexShares Quality Dividend Index Fund 1.0 37 18 4.2 -1.4
CCMG CCM Global Equity ETF 1.0 34 21 7.6 +2.0
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.0 12 43 4.5 -1.0
VTV Vanguard Value ETF 1.0 4 51 6.6 +1.0
OUSA ALPS O'Shares U.S. Quality Dividend ETF 1.0 48 7 5.9 +0.4
PKW Invesco Buyback Achievers ETF 1.0 62 -7 6.4 +0.8
APUE ActivePassive U.S. Equity ETF 1.0 45 10 4.8 -0.8
EQRR ProShares Equities for Rising Rates ETF 1.0 35 20 7.8 +2.3
SDG iShares MSCI Global Sustainable Development Goals ETF 1.0 49 6 5.6 +0.1
DSI iShares MSCI KLD 400 Social ETF 1.0 25 30 5.0 -0.5
SCHG Schwab U.S. Large-Cap Growth ETF 1.0 4 51 4.2 -1.4
QVML Invesco S&P 500 QVM Multi-factor ETF 1.0 11 44 4.8 -0.7
VDC Vanguard Consumer Staples ETF 1.0 10 45 5.9 +0.3
SPXE ProShares S&P 500 Ex-Energy ETF 1.0 9 46 4.9 -0.7
BKLC BNY Mellon US Large Cap Core Equity ETF 1.0 0 55 5.0 -0.5
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.0 45 10 3.1 -2.4
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 1.0 8 47 6.0 +0.4
SPXV ProShares S&P 500 Ex-Health Care ETF 1.0 9 46 4.7 -0.9
ISCV iShares Morningstar Small Cap Value ETF 1.0 6 49 7.2 +1.7
VOTE TCW Transform 500 ETF 1.0 5 50 4.9 -0.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.0 14 41 5.0 -0.5
JGLO JPMorgan Global Select Equity ETF 1.0 33 22 4.5 -1.1
XVV iShares ESG Screened S&P 500 ETF 1.0 8 47 4.9 -0.7
SCHA Schwab U.S. Small-Cap ETF 1.0 4 51 4.4 -1.1
ESGV Vanguard ESG U.S. Stock ETF 0.9 9 46 4.8 -0.8
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.9 20 35 4.8 -0.7
IVW iShares S&P 500 Growth ETF 0.9 18 37 4.5 -1.1
QQMG Invesco ESG NASDAQ 100 ETF 0.9 20 35 4.7 -0.8
DGRO iShares Core Dividend Growth ETF 0.9 8 47 6.3 +0.8
IUSV iShares Core S&P US Value ETF 0.9 4 51 6.4 +0.9
VOOG Vanguard S&P 500 Growth ETF 0.9 10 45 4.6 -1.0
RGEF Rockefeller Global Equity ETF 0.9 55 0 5.0 -0.6
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 0.9 75 -20 3.4 -2.2
JGRO JPMorgan Active Growth ETF 0.9 44 11 3.5 -2.1
SPYG SPDR Portfolio S&P 500 Growth ETF 0.9 4 51 4.6 -0.9
SPVU Invesco S&P 500 Enhanced Value ETF 0.9 13 42 8.9 +3.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.9 2 53 5.0 -0.6
IVV iShares Core S&P 500 ETF 0.9 3 52 5.0 -0.5
VOO Vanguard S&P 500 ETF 0.9 3 52 5.0 -0.5
DFAS Dimensional U.S. Small Cap ETF 0.9 26 29 5.5 -0.0
SPY SPDR S&P 500 ETF Trust 0.9 9 46 5.0 -0.6
SPLG SPDR Portfolio S&P 500 ETF 0.9 2 53 5.0 -0.5
IYH iShares U.S. Healthcare ETF 0.9 40 15 6.6 +1.1
BLOK Amplify Transformational Data Sharing ETF 0.9 75 -20 0.0 -5.5
DTD WisdomTree U.S. Total Dividend Fund 0.9 28 27 6.0 +0.4
TRFM AAM Transformers ETF 0.9 49 6 2.0 -3.6
STRV Strive 500 ETF 0.9 5 50 4.9 -0.6
QQQ Invesco QQQ Trust Series I 0.9 20 35 4.5 -1.0
QQQM Invesco NASDAQ 100 ETF 0.9 15 40 4.6 -1.0
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.9 75 -20 2.9 -2.7
SPHB Invesco S&P 500 High Beta ETF 0.9 25 30 3.5 -2.0
VOOV Vanguard S&P 500 Value ETF 0.9 10 45 6.3 +0.8
IVE iShares S&P 500 Value ETF 0.9 18 37 6.3 +0.7
SPYV SPDR Portfolio S&P 500 Value ETF 0.9 4 51 6.4 +0.8
FXL First Trust Technology AlphaDEX Fund 0.9 61 -6 5.1 -0.5
PRF Invesco FTSE RAFI US 1000 ETF 0.9 39 16 6.8 +1.2
VV Vanguard Large-Cap ETF 0.9 4 51 4.9 -0.7
XDAT Franklin Exponential Data ETF 0.9 50 5 2.8 -2.8
FMED Fidelity Disruptive Medicine ETF 0.9 50 5 -0.4 -5.9
VUG Vanguard Growth ETF 0.9 4 51 4.0 -1.5
SHE SPDR MSCI USA Gender Diversity ETF 0.9 20 35 4.9 -0.6
ACVF American Conservative Values ETF 0.9 75 -20 4.2 -1.4
MVPS Amplify Thematic All-Stars ETF 0.8 49 6 2.7 -2.9
AUSF Global X Adaptive U.S. Factor ETF 0.8 27 28 8.6 +3.0
DIVG Invesco S&P 500 High Dividend Growers ETF 0.8 39 16 7.5 +1.9
SNPG Xtrackers S&P 500 Growth ESG ETF 0.8 15 40 4.7 -0.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.8 20 35 5.2 -0.4
TOK iShares MSCI Kokusai ETF 0.8 26 29 5.0 -0.5
VLU SPDR S&P 1500 Value Tilt ETF 0.8 12 43 6.7 +1.1
VHT Vanguard Health Care ETF 0.8 10 45 5.7 +0.2
JHSC John Hancock Multifactor Small Cap ETF 0.8 42 13 6.6 +1.0
IGV iShares Expanded Tech-Software Sector ETF 0.8 41 14 2.3 -3.3
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.8 55 0 4.3 -1.3
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.8 12 43 4.5 -1.1
RVRB Reverb ETF 0.8 30 25 4.7 -0.9
KOKU Xtrackers MSCI Kokusai Equity ETF 0.8 9 46 5.2 -0.3
AFSM First Trust Active Factor Small Cap ETF 0.8 75 -20 6.3 +0.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.8 39 16 4.1 -1.5
GSPY Gotham Enhanced 500 ETF 0.8 50 5 5.2 -0.3
XLV Health Care Select Sector SPDR Fund 0.8 9 46 7.4 +1.9
QLC FlexShares US Quality Large Cap Index Fund 0.8 25 30 5.4 -0.2
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.8 49 6 10.2 +4.6
XLK Technology Select Sector SPDR Fund 0.8 9 46 5.1 -0.4
URTH iShares MSCI World ETF 0.8 24 31 5.2 -0.4
DFNV Donoghue Forlines Innovation ETF 0.8 69 -14 4.7 -0.9
ONEQ Fidelity Nasdaq Composite Index ETF 0.8 21 34 3.8 -1.8
OALC OneAscent Large Cap Core ETF 0.8 86 -31 4.3 -1.2
RWL Invesco S&P 500 Revenue ETF 0.7 39 16 6.7 +1.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.7 7 48 4.9 -0.6
FHLC Fidelity MSCI Health Care Index ETF 0.7 8 47 6.0 +0.4
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.7 9 46 4.9 -0.6
BGIG Bahl & Gaynor Income Growth ETF 0.7 45 10 5.0 -0.5
FDMO Fidelity Momentum Factor ETF 0.7 15 40 4.0 -1.6
STXV Strive 1000 Value ETF 0.7 18 37 7.5 +2.0
FNK First Trust Mid Cap Value AlphaDEX Fund 0.7 70 -15 10.0 +4.5
OGIG ALPS O'Shares Global Internet Giants ETF 0.7 48 7 1.9 -3.6
VT Vanguard Total World Stock ETF 0.7 7 48 5.5 -0.0
SFY SoFi Select 500 ETF 0.7 0 55 4.5 -1.1
BPTRX Baron Partners Retail 0.7 75 -20 3.6 -1.9
ACWI iShares MSCI ACWI ETF 0.7 32 23 5.3 -0.3
LRGF iShares U.S. Equity Factor ETF 0.7 8 47 5.6 +0.1
VSLU Applied Finance Valuation Large Cap ETF 0.7 49 6 5.6 +0.0
XSW SPDR S&P Software & Services ETF 0.7 35 20 1.5 -4.0
BTEK Future Tech ETF 0.7 88 -33 2.3 -3.3
IWF iShares Russell 1000 Growth ETF 0.7 19 36 4.5 -1.1
VONG Vanguard Russell 1000 Growth ETF 0.7 8 47 4.6 -1.0
MXI iShares Global Materials ETF 0.7 41 14 7.0 +1.4
VGT Vanguard Information Technology ETF 0.6 10 45 4.4 -1.2
SNPE Xtrackers S&P 500 ESG ETF 0.6 10 45 5.1 -0.5
CGGR Capital Group Growth ETF 0.6 39 16 3.2 -2.3
NIXT Research Affiliates Deletions ETF 0.6 9 46 5.2 -0.3
MODL VictoryShares WestEnd U.S. Sector ETF 0.6 42 13 4.7 -0.8
SNPV Xtrackers S&P 500 Value ESG ETF 0.6 15 40 6.4 +0.8
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 0.6 75 -20 4.6 -1.0
TPSC Timothy Plan US Small Cap Core ETF 0.6 52 3 6.5 +1.0
IYF iShares U.S. Financials ETF 0.6 40 15 5.4 -0.1
GDOC Goldman Sachs Future Health Care Equity ETF 0.6 75 -20 3.7 -1.9
KNCT Invesco Next Gen Connectivity ETF 0.6 40 15 5.6 +0.0
FELG Fidelity Enhanced Large Cap Growth ETF 0.6 18 37 4.6 -0.9
SPMO Invesco S&P 500 Momentum ETF 0.6 13 42 3.8 -1.7
VFVA Vanguard U.S. Value Factor ETF 0.6 13 42 10.0 +4.5
IXJ iShares Global Healthcare ETF 0.6 42 13 6.5 +1.0
DFAT Dimensional U.S. Targeted Value ETF 0.6 28 27 7.8 +2.2
IGM iShares Expanded Tech Sector ETF 0.6 41 14 4.4 -1.2
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.6 35 20 6.2 +0.7
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.6 42 13 6.1 +0.6
DLN WisdomTree U.S. LargeCap Dividend Fund 0.6 28 27 5.7 +0.2
ILCV iShares Morningstar Value ETF 0.5 4 51 6.2 +0.7
FTEC Fidelity MSCI Information Technology Index ETF 0.5 8 47 4.6 -1.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.5 32 23 4.8 -0.7
GLOF iShares Global Equity Factor ETF 0.5 20 35 7.0 +1.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.5 7 48 5.0 -0.6
GINX SGI Enhanced Global Income ETF 0.5 98 -43 5.6 +0.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.5 8 47 5.0 -0.6
FESM Fidelity Enhanced Small Cap ETF 0.5 28 27 1.7 -3.9
KRMA Global X Conscious Companies ETF 0.5 43 12 5.7 +0.2
XPND First Trust Expanded Technology ETF 0.5 65 -10 4.5 -1.1
HART IQ Healthy Hearts ETF 0.5 45 10 5.0 -0.6
WCEO Hypatia Women CEO ETF 0.5 85 -30 4.2 -1.3
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 0.5 5 50 7.3 +1.8
CLOD Themes Cloud Computing ETF 0.5 35 20 2.6 -2.9
GINN Goldman Sachs Innovate Equity ETF 0.5 52 3 2.8 -2.8
USCF Themes US Cash Flow Champions ETF 0.5 29 26 7.9 +2.3
PSC Principal U.S. Small-Cap ETF 0.5 38 17 5.9 +0.3
IXN iShares Global Tech ETF 0.5 41 14 4.5 -1.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.5 9 46 5.4 -0.2
FNCL Fidelity MSCI Financials Index ETF 0.5 8 47 5.6 +0.1
VYM Vanguard High Dividend Yield Index ETF 0.5 6 49 6.8 +1.3
VFH Vanguard Financials ETF 0.5 10 45 5.7 +0.1
GLBL Pacer MSCI World Industry Advantage ETF 0.5 65 -10 4.7 -0.8
KLMT Invesco MSCI Global Climate 500 ETF 0.5 10 45 5.4 -0.1
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.4 65 -10 0.2 -5.3
IETC iShares U.S. Tech Independence Focused ETF 0.4 18 37 4.5 -1.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.4 20 35 4.9 -0.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.4 75 -20 4.3 -1.3
ANEW ProShares MSCI Transformational Changes ETF 0.4 45 10 3.6 -2.0
XLF Financial Select Sector SPDR Fund 0.4 9 46 5.3 -0.3
WOMN Impact Shares YWCA Women's Empowerment ETF 0.4 75 -20 4.7 -0.9
ITAN Sparkline Intangible Value ETF 0.4 50 5 5.9 +0.4
DFSV Dimensional US Small Cap Value ETF 0.3 31 24 8.3 +2.7
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.3 95 -40 0.9 -4.6
DIVB iShares Core Dividend ETF 0.3 5 50 7.5 +1.9
JHDV John Hancock U.S. High Dividend ETF 0.3 34 21 6.2 +0.7
RAFE PIMCO RAFI ESG U.S. ETF 0.3 29 26 7.2 +1.6
EBLU Ecofin Global Water ESG Fund 0.3 40 15 4.9 -0.6
MGK Vanguard Mega Cap Growth ETF 0.3 7 48 4.3 -1.3
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.3 40 15 3.8 -1.7
IYW iShares U.S. Technology ETF 0.3 40 15 4.4 -1.1
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 0.3 45 10 5.7 +0.1
ERNZ TrueShares Active Yield ETF 0.2 75 -20 10.9 +5.4
BKSE BNY Mellon US Small Cap Core Equity ETF 0.2 4 51 4.8 -0.8
IXG iShares Global Financials ETF 0.2 42 13 6.2 +0.6
NUDV Nuveen ESG Dividend ETF 0.2 26 29 7.0 +1.4
SQEW LeaderShares Equity Skew ETF 0.2 81 -26 3.9 -1.7
NACP Impact Shares NAACP Minority Empowerment ETF 0.2 49 6 5.0 -0.6
STXK Strive Small-Cap ETF 0.2 18 37 5.0 -0.6
SAGP Strategas Global Policy Opportunities ETF 0.2 65 -10 5.3 -0.3
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 0.2 35 20 4.6 -1.0
ESGG FlexShares STOXX Global ESG Select Index Fund 0.2 42 13 5.1 -0.4
TMFC Motley Fool 100 Index ETF 0.2 50 5 3.7 -1.9
CRTC Xtrackers US National Critical Technologies ETF 0.2 35 20 5.1 -0.5
IYG iShares US Financial Services ETF 0.2 40 15 5.0 -0.6
FVAL Fidelity Value Factor ETF 0.2 15 40 7.1 +1.5
FBCG Fidelity Blue Chip Growth ETF 0.2 59 -4 2.8 -2.7
HAPI Harbor Human Capital Factor US Large Cap ETF 0.1 36 19 4.6 -1.0
HDV iShares Core High Dividend ETF 0.1 8 47 7.1 +1.6
MGC Vanguard Mega Cap ETF 0.1 7 48 4.8 -0.7
DEW WisdomTree Global High Dividend Fund 0.1 58 -3 8.5 +3.0
TGRW T. Rowe Price Growth Stock ETF 0.0 52 3 3.7 -1.9
TEQI T. Rowe Price Equity Income ETF 0.0 54 1 3.8 -1.7
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 5 4.8 -0.8
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 -2 3.4 -2.2
AVUV Avantis U.S. Small Cap Value ETF 0.0 25 30 8.8 +3.3

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

Content on this tab for subscribers only**

RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

Content on this tab for subscribers only

VALUATION METRICS
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 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 23.7 %
Divided by: Fwd. P/BV 3.9 x
Less: Expense ratio 55 bp
Equals: ALTAR Score 5.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.61 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.