First Trust Indxx Medical Devices ETF
ALTAR
Score™		 4.3% info Recommen-
dation		 NEUTRAL
2024E    2025E
P/E
ratio		 24.7x P/Sales
ratio		 3.3x
P/BV
ratio		 2.8x Div.
yield		 1.0%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
MDEV tracks an equal-weighted index that gives global exposure to the medical equipment industry.

FUND BASICS
Category Global Equities
Fund Sponsor First Trust
Website www.ftportfolios.com/retail/etf/etfsummary.aspx?Ticker=MDEV
Inception date Jun 22, 2021
Assets (mns) $18
Currency USD
Expense ratio 70 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 326
Wgt avg mkt cap (mns) $41,989
Large cap (>$10bn) 78.7%
Mid cap ($2-10bn) 21.3%
Small cap (<$2bn) 0.0%
Developed mkts 98.2%
Emerging mkts 1.8%

TOP TEN HOLDINGS
GLOBUS MEDICAL INC - A 2.9 %
PHILIPS ELECTRONICS NV 2.7 %
OLYMPUS CORP 2.5 %
FISHER & PAYKEL HEALTHCARE C 2.5 %
HOYA CORP 2.5 %
INTUITIVE SURGICAL INC 2.4 %
SMITH & NEPHEW PLC 2.4 %
BOSTON SCIENTIFIC CORP 2.4 %
INSULET CORP 2.3 %
ALCON, INC. 2.3 %
Total 25.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 56.2 %
JAPAN 9.3 %
SWITZERLAND 6.2 %
IRELAND 4.3 %
DENMARK 3.7 %
GERMANY 3.4 %
FRANCE 3.1 %
NETHERLANDS 2.7 %
NEW ZEALAND 2.5 %
BRITAIN 2.4 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-4.8% -8.2% -- -- -6.5%

Market Correlations
versus... Beta R-squared
S&P500 1.11 79%
MSCI EAFE 1.20 90%
MSCI Emg. Mkts. 0.91 53%

Technical Indicators
Recent close $20.03
30d moving avg. $19.98
Annualized volatility 23.6%
Short interest (ETF) 0.0%
Relative strength (RSI) 50

Liquidity measures
Avg. volume (thou.) 1
Turnover 0.1%
Bid/Ask (% of price) 0.31%
ADV underlying (mns) $17,522

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 709 potential alternatives to the First Trust Indxx Medical Devices ETF ETF based on the alternatives' overlap in portfolio holdings with MDEV. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: MDEV Expense: 70 bp ALTAR Score™: 4.3%


ALTERNATIVE ETFs BASED ON OVERLAP WITH MDEV
Ticker Fund
Name		 Overlap1
vs MDEV
(%)		 Expense
ratio
(bp)		 Savings
vs MDEV
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs MDEV
(%)
RSPH Invesco S&P 500 Equal Weight Health Care ETF 40.9 40 30 7.5 +3.1
XHE SPDR S&P Health Care Equipment ETF 35.4 35 35 1.5 -2.8
HTEC ROBO Global Healthcare Technology and Innovation ETF 34.9 68 2 0.3 -4.0
IHI iShares U.S. Medical Devices ETF 34.6 40 30 4.0 -0.3
AGNG Global X Aging Population ETF 26.1 50 20 3.9 -0.4
FMED Fidelity Disruptive Medicine ETF 25.7 50 20 -0.1 -4.5
BMED Future Health ETF 25.3 85 -15 -0.3 -4.6
XLV Health Care Select Sector SPDR Fund 23.6 9 61 6.8 +2.5
GDOC Goldman Sachs Future Health Care Equity ETF 23.1 75 -5 3.4 -0.9
IYH iShares U.S. Healthcare ETF 22.8 40 30 5.9 +1.6
FHLC Fidelity MSCI Health Care Index ETF 22.5 8 62 5.5 +1.2
IXJ iShares Global Healthcare ETF 22.3 42 28 5.8 +1.5
VHT Vanguard Health Care ETF 22.2 10 60 5.3 +1.0
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 21.0 60 10 7.3 +2.9
FXH First Trust Health Care AlphaDEX Fund 18.7 62 8 6.8 +2.4
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 18.3 65 5 -1.1 -5.4
FDHT Fidelity Digital Health ETF 17.4 39 31 -1.9 -6.2
PINK Simplify Health Care ETF 13.8 50 20 1.2 -3.1
ANEW ProShares MSCI Transformational Changes ETF 12.2 45 25 3.6 -0.7
DRUP GraniteShares Nasdaq Select Disruptors ETF 10.3 60 10 4.0 -0.3
HKND Humankind US Stock ETF 9.9 11 59 7.1 +2.8
EDOC Global X Telemedicine & Digital Health ETF Registered 9.8 68 2 -4.2 -8.5
MEDI Harbor Health Care ETF 9.7 80 -10 1.4 -3.0
VIRS Pacer BioThreat Strategy ETF 9.6 70 0 6.1 +1.8
HELX Franklin Genomic Advancements ETF 8.8 50 20 0.1 -4.3
RUNN Running Oak Efficient Growth ETF 8.6 58 12 5.0 +0.7
MOAT VanEck Morningstar Wide Moat ETF 8.6 46 24 6.1 +1.7
TMFM Motley Fool Mid-Cap Growth ETF 8.6 85 -15 3.0 -1.3
HART IQ Healthy Hearts ETF 8.6 45 25 5.2 +0.9
KLDW Knowledge Leaders Developed World ETF 8.1 75 -5 4.8 +0.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 7.7 38 32 6.7 +2.4
SYNB Putnam BioRevolution ETF 7.4 70 0 2.9 -1.4
LRGE ClearBridge Large Cap Growth ESG ETF 7.3 59 11 3.7 -0.6
NULG Nuveen ESG Large-Cap Growth ETF 7.1 26 44 4.7 +0.4
PSET Principal Quality ETF 7.0 15 55 5.5 +1.2
QQQN VictoryShares Nasdaq Next 50 ETF 7.0 18 52 4.4 +0.1
CSMD Congress SMid Growth ETF 6.9 69 1 4.1 -0.3
MOTE VanEck Morningstar ESG Moat ETF 6.6 49 21 5.3 +1.0
SNPV Xtrackers S&P 500 Value ESG ETF 6.6 15 55 6.6 +2.3
HLAL Wahed FTSE USA Shariah ETF 6.5 50 20 4.9 +0.6
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 6.5 65 5 3.8 -0.5
CHGX AXS Change Finance ESG ETF 6.5 49 21 5.1 +0.8
DTEC ALPS Disruptive Technologies ETF 6.5 50 20 3.2 -1.1
IMCG iShares Morningstar Mid-Cap Growth ETF 6.5 6 64 4.4 +0.1
CAML Congress Large Cap Growth ETF 6.5 66 4 3.3 -1.0
PRAY FIS Christian Stock Fund 6.4 69 1 6.0 +1.7
VOT Vanguard Mid-Cap Growth ETF 6.4 7 63 4.2 -0.1
GINN Goldman Sachs Innovate Equity ETF 6.4 52 18 2.7 -1.6
IWX iShares Russell Top 200 Value ETF 6.2 20 50 6.4 +2.1
NUMG Nuveen ESG Mid-Cap Growth ETF 6.2 31 39 3.9 -0.4
CWS AdvisorShares Focused Equity ETF 5.9 84 -14 4.8 +0.5
NOBL ProShares S&P 500 Dividend Aristocrats ETF 5.9 35 35 6.0 +1.7
CACG ClearBridge All Cap Growth ESG ETF 5.7 54 16 3.6 -0.7
CGDV Capital Group Dividend Value ETF 5.7 33 37 5.7 +1.4
FLV American Century Focused Large Cap Value ETF 5.7 42 28 6.6 +2.3
BKWO BNY Mellon Women's Opportunities ETF 5.7 50 20 4.1 -0.3
IPDP Dividend Performers ETF 5.6 122 -52 5.3 +0.9
POWA Invesco Bloomberg Pricing Power ETF 5.6 40 30 5.6 +1.3
BIBL Inspire 100 ETF 5.6 35 35 5.1 +0.8
KRMA Global X Conscious Companies ETF 5.5 43 27 5.9 +1.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 5.5 10 60 5.5 +1.1
STXD Strive 1000 Dividend Growth ETF 5.5 35 35 5.1 +0.8
ZECP Zacks Earnings Consistent Portfolio ETF 5.5 55 15 4.7 +0.4
IVE iShares S&P 500 Value ETF 5.5 18 52 6.5 +2.2
VOOV Vanguard S&P 500 Value ETF 5.5 10 60 6.6 +2.3
FBT First Trust NYSE Arca Biotechnology Index Fund 5.5 56 14 2.0 -2.3
SPYV SPDR Portfolio S&P 500 Value ETF 5.5 4 66 6.7 +2.3
USMC Principal U.S. Mega-Cap ETF 5.3 12 58 5.0 +0.7
CRTC Xtrackers US National Critical Technologies ETF 5.3 35 35 5.4 +1.0
CATH Global X S&P 500 Catholic Values Custom ETF 5.3 29 41 5.1 +0.8
INNO Harbor Disruptive Innovation ETF 5.3 75 -5 -1.5 -5.8
WDNA WisdomTree BioRevolution Fund 5.3 45 25 -3.7 -8.0
IWD iShares Russell 1000 Value ETF 5.2 19 51 6.5 +2.1
DEMZ Democratic Large Cap Core ETF 5.2 45 25 4.3 -0.1
IUSV iShares Core S&P US Value ETF 5.2 4 66 6.7 +2.4
SPXT ProShares S&P 500 Ex-Technology ETF 5.1 9 61 5.6 +1.3
RSP Invesco S&P 500 Equal Weight ETF 5.0 20 50 6.2 +1.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 5.0 9 61 6.1 +1.7
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 5.0 60 10 5.5 +1.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 5.0 45 25 4.7 +0.4
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 5.0 20 50 5.6 +1.3
CEFA Global X S&P Catholic Values Developed ex-US ETF 5.0 35 35 6.2 +1.9
CGGR Capital Group Growth ETF 5.0 39 31 3.6 -0.7
MGV Vanguard Mega Cap Value ETF 4.9 7 63 6.6 +2.3
KOMP SPDR S&P Kensho New Economies Composite ETF 4.9 20 50 1.1 -3.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 4.8 15 55 4.7 +0.4
DFLV Dimensional US Large Cap Value ETF 4.8 22 48 7.8 +3.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.8 20 50 6.1 +1.8
DFUV Dimensional US Marketwide Value ETF 4.8 22 48 7.6 +3.3
PEXL Pacer US Export Leaders ETF 4.7 60 10 5.3 +1.0
TMFS Motley Fool Small-Cap Growth ETF 4.7 85 -15 2.7 -1.6
HLGE Hartford Longevity Economy ETF 4.7 44 26 6.1 +1.8
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.7 15 55 4.9 +0.6
LVOL American Century Low Volatility ETF 4.7 29 41 5.0 +0.7
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 4.5 65 5 5.8 +1.5
GGRW Gabelli Growth Innovators ETF 4.5 90 -20 2.7 -1.7
BKCI BNY Mellon Concentrated International ETF 4.5 80 -10 3.8 -0.5
TMDV ProShares Russell US Dividend Growers ETF 4.5 35 35 6.5 +2.2
VO Vanguard Mid-Cap ETF 4.5 4 66 5.9 +1.6
NZUS SPDR MSCI USA Climate Paris Aligned ETF 4.4 10 60 4.7 +0.4
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 4.4 52 18 5.4 +1.1
VSDA VictoryShares Dividend Accelerator ETF 4.4 35 35 6.7 +2.4
IWP iShares Russell Mid-Cap Growth ETF 4.4 23 47 4.0 -0.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.4 58 12 5.3 +1.0
GDEF Goldman Sachs Defensive Equity ETF 4.4 55 15 4.8 +0.5
VONV Vanguard Russell 1000 Value ETF 4.4 8 62 6.6 +2.3
QLTY GMO U.S. Quality ETF 4.4 50 20 4.4 +0.1
SXQG ETC 6 Meridian Quality Growth ETF 4.4 100 -30 4.1 -0.2
SIZE iShares MSCI USA Size Factor ETF 4.3 15 55 6.0 +1.7
EUSA iShares MSCI USA Equal Weighted ETF 4.3 9 61 6.0 +1.7
ADME Aptus Drawdown Managed Equity ETF 4.3 79 -9 4.3 -0.0
JMOM JPMorgan U.S. Momentum Factor ETF 4.3 12 58 4.9 +0.5
EWL iShares MSCI Switzerland ETF 4.3 50 20 4.0 -0.3
CFA VictoryShares US 500 Volatility Wtd ETF 4.3 35 35 5.9 +1.6
CGUS Capital Group Core Equity ETF 4.3 33 37 4.6 +0.3
SPMV Invesco S&P 500 Minimum Variance ETF 4.3 10 60 5.6 +1.3
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 4.3 40 30 5.9 +1.6
NULC Nuveen ESG Large-Cap ETF 4.2 21 49 5.7 +1.4
LCLG Logan Capital Broad Innovative Growth ETF 4.2 99 -29 4.8 +0.5
IMCB iShares Morningstar Mid-Cap ETF 4.2 4 66 6.2 +1.9
NBDS Neuberger Berman Disrupters ETF 4.1 55 15 1.5 -2.8
NULV Nuveen ESG Large-Cap Value ETF 4.1 26 44 6.9 +2.6
KOCG FIS Knights of Columbus Global Belief ETF 4.1 75 -5 5.4 +1.1
VIG Vanguard Dividend Appreciation ETF 4.1 6 64 5.7 +1.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 4.1 49 21 5.1 +0.8
MBCC Monarch Blue Chips Core ETF 4.0 125 -55 3.6 -0.7
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 4.0 75 -5 7.1 +2.8
SPXN ProShares S&P 500 Ex-Financials ETF 4.0 9 61 5.3 +1.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 3.9 10 60 4.6 +0.3
BTHM BlackRock Future U.S. Themes ETF 3.9 60 10 4.3 -0.1
IBB iShares Biotechnology ETF 3.9 45 25 0.5 -3.9
FIW First Trust Water ETF 3.9 53 17 4.5 +0.2
JOET Virtus Terranova US Quality Momentum ETF 3.9 29 41 5.2 +0.9
ESGV Vanguard ESG U.S. Stock ETF 3.9 9 61 5.1 +0.8
STXG Strive 1000 Growth ETF 3.9 18 52 4.3 +0.0
TOLL Tema Monopolies and Oligopolies ETF 3.9 75 -5 2.8 -1.6
PTL Inspire 500 ETF 3.9 9 61 5.8 +1.4
MDCP VictoryShares THB Mid Cap ESG ETF 3.8 55 15 5.8 +1.5
IQM Franklin Intelligent Machines ETF 3.8 50 20 3.5 -0.8
VNSE Natixis Vaughan Nelson Select ETF 3.8 80 -10 3.3 -1.0
ACVF American Conservative Values ETF 3.8 75 -5 4.4 +0.1
EQWL Invesco S&P 100 Equal Weight ETF 3.7 25 45 6.7 +2.4
USXF iShares ESG Advanced MSCI USA ETF 3.7 10 60 5.4 +1.1
FELV Fidelity Enhanced Large Cap Value ETF 3.7 18 52 6.5 +2.2
ILCV iShares Morningstar Value ETF 3.7 4 66 6.4 +2.1
FFLC Fidelity Fundamental Large Cap Core ETF 3.6 38 32 5.1 +0.8
IWR iShares Russell Midcap ETF 3.6 19 51 5.6 +1.3
XVV iShares ESG Screened S&P 500 ETF 3.6 8 62 5.1 +0.8
VTV Vanguard Value ETF 3.6 4 66 6.8 +2.5
FDWM Fidelity Women's Leadership ETF 3.6 59 11 5.0 +0.7
JEPI JPMorgan Equity Premium Income ETF 3.6 35 35 5.4 +1.1
NACP Impact Shares NAACP Minority Empowerment ETF 3.6 49 21 5.2 +0.8
VOO Vanguard S&P 500 ETF 3.6 3 67 5.4 +1.0
DSTL Distillate US Fundamental Stability & Value ETF 3.6 39 31 7.5 +3.2
SUSA iShares MSCI USA ESG Select ETF 3.6 25 45 5.3 +1.0
PFM Invesco Dividend Achievers ETF 3.6 53 17 5.5 +1.2
FTCS First Trust Capital Strength ETF 3.5 55 15 5.6 +1.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.5 25 45 5.4 +1.1
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.5 15 55 6.9 +2.6
SPXE ProShares S&P 500 Ex-Energy ETF 3.5 9 61 5.1 +0.8
DVND Touchstone Dividend Select ETF 3.5 67 3 6.0 +1.7
HDUS Hartford Disciplined US Equity ETF 3.5 19 51 6.2 +1.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 3.5 75 -5 4.3 -0.0
VV Vanguard Large-Cap ETF 3.5 4 66 5.3 +1.0
JSTC Adasina Social Justice All Cap Global ETF 3.5 89 -19 4.9 +0.5
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 3.4 20 50 5.0 +0.7
IWS iShares Russell Mid-Cap Value ETF 3.4 23 47 6.5 +2.2
VUG Vanguard Growth ETF 3.4 4 66 4.3 -0.0
EDEN iShares MSCI Denmark ETF 3.4 53 17 5.8 +1.5
BKLC BNY Mellon US Large Cap Core Equity ETF 3.3 0 70 5.3 +1.0
JHML John Hancock Multifactor Large Cap ETF 3.3 29 41 5.6 +1.3
ROBO ROBO Global Robotics & Automation Index ETF 3.3 95 -25 3.3 -1.1
VONE Vanguard Russell 1000 ETF 3.3 8 62 5.3 +1.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 3.3 20 50 5.1 +0.8
SPY SPDR S&P 500 ETF Trust 3.3 9 61 5.2 +0.9
IVV iShares Core S&P 500 ETF 3.3 3 67 5.3 +1.0
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.3 15 55 7.4 +3.1
FTC First Trust Large Cap Growth AlphaDEX Fund 3.3 59 11 2.9 -1.4
FLSW Franklin FTSE Switzerland ETF 3.3 9 61 5.0 +0.7
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 3.3 32 38 5.0 +0.7
SPLG SPDR Portfolio S&P 500 ETF 3.3 2 68 5.3 +1.0
VOTE TCW Transform 500 ETF 3.3 5 65 5.2 +0.9
JHMM John Hancock Multifactor Mid Cap ETF 3.3 42 28 6.4 +2.1
MGC Vanguard Mega Cap ETF 3.3 7 63 5.1 +0.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 3.3 7 63 5.2 +0.9
QVML Invesco S&P 500 QVM Multi-factor ETF 3.3 11 59 5.0 +0.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 3.3 2 68 5.2 +0.9
STRV Strive 500 ETF 3.3 5 65 5.2 +0.9
JCTR JPMorgan Carbon Transition U.S. Equity ETF 3.3 15 55 5.0 +0.7
OALC OneAscent Large Cap Core ETF 3.2 86 -16 4.6 +0.3
PBUS Invesco MSCI USA ETF 3.2 4 66 5.2 +0.9
HAPI Harbor Human Capital Factor US Large Cap ETF 3.2 36 34 4.8 +0.5
ITAN Sparkline Intangible Value ETF 3.2 50 20 6.6 +2.3
PRNT 3D Printing ETF 3.2 66 4 -1.2 -5.5
ILCB iShares Morningstar U.S. Equity ETF 3.2 3 67 5.2 +0.9
CANC Tema Oncology ETF 3.2 75 -5 -4.1 -8.4
VTI Vanguard Total Stock Market ETF 3.2 3 67 5.1 +0.8
VTHR Vanguard Russell 3000 ETF 3.2 10 60 5.1 +0.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3.2 11 59 5.2 +0.9
BLES Inspire Global Hope ETF 3.2 61 9 6.4 +2.1
FFND Future Fund Active ETF 3.1 100 -30 -0.2 -4.5
SCHV Schwab U.S. Large-Cap Value ETF 3.1 4 66 6.6 +2.3
INCE Franklin Income Equity Focus ETF 3.1 29 41 5.7 +1.4
JIG JPMorgan International Growth ETF 3.1 55 15 4.3 -0.0
IWB iShares Russell 1000 ETF 3.1 15 55 5.1 +0.8
FMIL Fidelity New Millennium ETF 3.1 59 11 4.6 +0.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 3.1 14 56 5.2 +0.9
EFG iShares MSCI EAFE Growth ETF 3.1 36 34 4.3 -0.0
IYY iShares Dow Jones U.S. ETF 3.1 20 50 5.0 +0.7
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 3.1 3 67 5.4 +1.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.1 12 58 4.8 +0.5
DFUS Dimensional U.S. Equity ETF 3.1 9 61 5.1 +0.8
RVRB Reverb ETF 3.1 30 40 5.0 +0.7
SCHX Schwab U.S. Large-Cap ETF 3.1 3 67 5.3 +0.9
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.0 58 12 5.0 +0.6
FSZ First Trust Switzerland AlphaDEX Fund 3.0 80 -10 3.9 -0.4
SMOT VanEck Morningstar SMID Moat ETF 3.0 49 21 6.3 +1.9
LCF Touchstone US Large Cap Focused ETF 3.0 69 1 4.4 +0.0
APUE ActivePassive U.S. Equity ETF 3.0 45 25 4.9 +0.6
SNPE Xtrackers S&P 500 ESG ETF 3.0 10 60 5.3 +1.0
SCHG Schwab U.S. Large-Cap Growth ETF 3.0 4 66 4.5 +0.2
SCHK Schwab 1000 Index ETF 3.0 5 65 5.3 +1.0
TPIF Timothy Plan International ETF 3.0 62 8 6.5 +2.2
EVUS iShares ESG Aware MSCI USA Value ETF 3.0 18 52 6.6 +2.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.0 18 52 7.4 +3.1
IWV iShares Russell 3000 ETF 3.0 20 50 5.0 +0.7
IWL iShares Russell Top 200 ETF 3.0 15 55 5.0 +0.7
SDY SPDR S&P Dividend ETF 3.0 35 35 6.1 +1.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 3.0 3 67 5.1 +0.8
LRND IQ U.S. Large Cap R&D Leaders ETF 2.9 14 56 6.0 +1.7
TMFG Motley Fool Global Opportunities ETF 2.9 85 -15 3.4 -0.9
RFFC ALPS Active Equity Opportunity ETF 2.9 48 22 4.3 +0.0
GERM ETFMG Treatments Testing and Advancements ETF 2.9 68 2 -4.8 -9.1
BOUT Innovator IBD Breakout Opportunities ETF 2.9 81 -11 2.9 -1.4
VOE Vanguard Mid-Cap Value ETF 2.9 7 63 7.3 +3.0
SCHB Schwab U.S. Broad Market ETF 2.9 3 67 5.2 +0.8
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.8 48 22 6.1 +1.8
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.8 70 0 4.8 +0.5
MAGA Point Bridge America First ETF 2.8 72 -2 6.3 +2.0
FLQL Franklin LibertyQ U.S. Equity ETF 2.8 15 55 5.9 +1.6
DGRO iShares Core Dividend Growth ETF 2.8 8 62 6.5 +2.2
XT iShares Exponential Technologies ETF 2.8 46 24 4.7 +0.4
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 2.8 35 35 5.1 +0.8
TOK iShares MSCI Kokusai ETF 2.8 26 44 5.2 +0.9
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.8 60 10 5.4 +1.1
URTH iShares MSCI World ETF 2.7 24 46 5.4 +1.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.7 50 20 4.4 +0.1
KOKU Xtrackers MSCI Kokusai Equity ETF 2.7 9 61 5.4 +1.1
ESGU iShares ESG Aware MSCI USA ETF 2.7 15 55 5.3 +1.0
ALTL Pacer Lunt Large Cap Alternator ETF 2.7 60 10 5.0 +0.7
SPLV Invesco S&P 500 Low Volatility ETF 2.7 25 45 5.4 +1.0
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.7 30 40 8.0 +3.7
MOTG VanEck Morningstar Global Wide Moat ETF 2.7 52 18 5.7 +1.4
JAVA JPMorgan Active Value ETF 2.7 44 26 6.1 +1.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.7 9 61 5.7 +1.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.7 7 63 5.2 +0.9
ILCG iShares Morningstar Growth ETF 2.7 4 66 4.1 -0.2
AIVI WisdomTree International AI Enhanced Value Fund 2.7 58 12 8.0 +3.7
EWN iShares MSCI Netherlands ETF 2.7 50 20 4.6 +0.3
JPXN iShares JPX-Nikkei 400 ETF 2.6 48 22 7.8 +3.5
ONEV SPDR Russell 1000 Low Volatility Focus ETF 2.6 20 50 7.9 +3.6
DFAU Dimensional US Core Equity Market ETF 2.6 12 58 5.3 +1.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.6 8 62 5.2 +0.9
FEX First Trust Large Cap Core AlphaDEX Fund 2.6 59 11 6.0 +1.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.5 9 61 5.7 +1.4
ENZL iShares MSCI New Zealand ETF 2.5 50 20 2.7 -1.6
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.5 50 20 7.7 +3.4
DFSU Dimensional US Sustainability Core 1 ETF 2.5 18 52 5.6 +1.3
OSEA Harbor International Compounders ETF 2.5 55 15 3.9 -0.4
IWTR iShares MSCI Water Management Multisector ETF 2.5 47 23 4.9 +0.6
EWJ iShares MSCI Japan ETF 2.5 50 20 7.1 +2.8
SFY SoFi Select 500 ETF 2.5 0 70 4.8 +0.5
ACWI iShares MSCI ACWI ETF 2.5 32 38 5.5 +1.2
FDG American Century Focused Dynamic Growth ETF 2.4 45 25 2.7 -1.6
SAMT Strategas Macro Thematic Opportunities ETF 2.4 65 5 4.7 +0.4
BOTZ Global X Robotics & Artificial Intelligence ETF 2.4 69 1 2.5 -1.8
IGPT Invesco AI and Next Gen Software ETF 2.4 60 10 4.3 -0.0
PTH Invesco Dorsey Wright Healthcare Momentum ETF 2.4 60 10 -2.9 -7.2
LOUP Innovator Deepwater Frontier Tech ETF 2.4 70 0 1.9 -2.4
DMXF iShares ESG Advanced MSCI EAFE ETF 2.4 12 58 5.1 +0.8
VONG Vanguard Russell 1000 Growth ETF 2.4 8 62 5.0 +0.7
JGRO JPMorgan Active Growth ETF 2.4 44 26 3.6 -0.7
EQAL Invesco Russell 1000 Equal Weight ETF 2.4 20 50 5.8 +1.5
IUS Invesco RAFI Strategic US ETF 2.4 19 51 7.2 +2.9
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.4 25 45 5.5 +1.2
DBJP Xtrackers MSCI Japan Hedged Equity ETF 2.4 47 23 6.9 +2.6
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.3 40 30 4.3 -0.0
SHE SPDR MSCI USA Gender Diversity ETF 2.3 20 50 5.0 +0.7
BBJP JPMorgan BetaBuilders Japan ETF 2.3 19 51 6.9 +2.6
SSPY Syntax Stratified LargeCap ETF 2.3 30 40 6.6 +2.3
DIP BTD Capital Fund 2.3 129 -59 6.2 +1.9
DSI iShares MSCI KLD 400 Social ETF 2.3 25 45 5.3 +1.0
EVX VanEck Environmental Services ETF 2.3 55 15 3.4 -0.9
MTUM iShares MSCI USA Momentum Factor ETF 2.3 15 55 4.0 -0.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.3 24 46 7.7 +3.4
TMFX Motley Fool Next Index ETF 2.3 50 20 3.0 -1.3
RECS Columbia Research Enhanced Core ETF 2.2 15 55 5.6 +1.3
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 2.2 20 50 6.8 +2.5
LRGF iShares U.S. Equity Factor ETF 2.2 8 62 5.9 +1.6
REVS Columbia Research Enhanced Value ETF 2.2 19 51 7.6 +3.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.2 20 50 5.3 +1.0
MGK Vanguard Mega Cap Growth ETF 2.2 7 63 4.4 +0.1
FBOT Fidelity Disruptive Automation ETF 2.2 50 20 3.8 -0.5
VT Vanguard Total World Stock ETF 2.2 7 63 5.8 +1.5
BFOR ALPS Barron's 400 ETF 2.2 65 5 6.4 +2.1
RAFE PIMCO RAFI ESG U.S. ETF 2.1 29 41 7.2 +2.9
SSPX Janus Henderson U.S. Sustainable Equity ETF 2.1 55 15 4.2 -0.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.1 10 60 5.3 +1.0
FPXE First Trust IPOX Europe Equity Opportunities ETF 2.1 70 0 3.8 -0.5
VSLU Applied Finance Valuation Large Cap ETF 2.1 49 21 5.7 +1.4
ESGG FlexShares STOXX Global ESG Select Index Fund 2.1 42 28 5.2 +0.9
EPS WisdomTree U.S. LargeCap Fund 2.1 8 62 6.2 +1.9
YALL God Bless America ETF 2.1 65 5 3.8 -0.5
RSHO Tema American Reshoring ETF 2.1 75 -5 3.6 -0.8
MOTI VanEck Morningstar International Moat ETF 2.1 58 12 6.2 +1.9
IQDY FlexShares International Quality Dividend Dynamic Index Fund 2.1 47 23 9.1 +4.8
FLJP Franklin FTSE Japan ETF 2.1 9 61 7.0 +2.7
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 2.1 51 19 6.7 +2.4
QGRW WisdomTree U.S. Quality Growth Fund 2.1 28 42 4.9 +0.6
CIL VictoryShares International Volatility Wtd ETF 2.1 45 25 6.8 +2.5
SUSL iShares ESG MSCI USA Leaders ETF 2.1 10 60 5.3 +1.0
FLJH Franklin FTSE Japan Hedged ETF 2.1 9 61 7.3 +3.0
JQUA JPMorgan U.S. Quality Factor ETF 2.1 12 58 6.0 +1.7
EGUS iShares ESG Aware MSCI USA Growth ETF 2.1 18 52 4.6 +0.3
ISZE iShares MSCI Intl Size Factor ETF 2.1 30 40 6.7 +2.4
SIXL ETC 6 Meridian Low Beta Equity ETF 2.1 80 -10 4.6 +0.3
ABEQ Absolute Select Value ETF 2.1 85 -15 4.6 +0.3
DIVS SmartETFs Dividend Builder ETF 2.1 65 5 5.1 +0.8
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.1 27 43 7.5 +3.2
UDI USCF Dividend Income Fund 2.1 65 5 7.4 +3.1
AGQI First Trust Active Global Quality Income ETF 2.1 85 -15 5.4 +1.1
DIVZ TrueShares Low Volatility Equity Income ETF 2.1 65 5 8.4 +4.1
DIVL Madison Dividend Value ETF 2.1 65 5 5.7 +1.3
SPHB Invesco S&P 500 High Beta ETF 2.0 25 45 4.0 -0.3
FDMO Fidelity Momentum Factor ETF 2.0 15 55 4.3 -0.0
PRF Invesco FTSE RAFI US 1000 ETF 2.0 39 31 7.1 +2.8
DFAC Dimensional U.S. Core Equity 2 ETF 2.0 17 53 5.6 +1.3
YLDE ClearBridge Dividend Strategy ESG ETF 2.0 60 10 5.3 +1.0
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 2.0 12 58 5.6 +1.2
MDLV Morgan Dempsey Large Cap Value ETF 2.0 58 12 8.2 +3.9
NUMV Nuveen ESG Mid-Cap Value ETF 2.0 31 39 7.0 +2.7
OEF iShares S&P 100 ETF 2.0 20 50 5.0 +0.7
GSPY Gotham Enhanced 500 ETF 2.0 50 20 5.3 +1.0
EUDV ProShares MSCI Europe Dividend Growers ETF 2.0 55 15 4.9 +0.6
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.0 75 -5 3.6 -0.7
WRND IQ Global Equity R&D Leaders ETF 2.0 18 52 7.1 +2.8
HDV iShares Core High Dividend ETF 2.0 8 62 8.1 +3.8
GDVD R3 Global Dividend Growth ETF 2.0 88 -18 5.6 +1.2
XLG Invesco S&P 500 Top 50 ETF 2.0 20 50 4.7 +0.4
DURA VanEck Durable High Dividend ETF 2.0 29 41 7.1 +2.8
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 2.0 25 45 7.7 +3.4
FVD First Trust Value Line Dividend Index Fund 2.0 65 5 6.2 +1.9
ROE Astoria US Quality Kings ETF 1.9 49 21 7.8 +3.5
FDTX Fidelity Disruptive Technology ETF 1.9 50 20 3.0 -1.3
PHO Invesco Water Resources ETF 1.9 60 10 4.2 -0.1
PIO Invesco Global Water ETF 1.9 75 -5 5.8 +1.5
IVEG iShares Emergent Food and AgTech Multisector ETF 1.9 47 23 8.2 +3.9
VOOG Vanguard S&P 500 Growth ETF 1.9 10 60 4.7 +0.4
TINY ProShares Nanotechnology ETF 1.9 58 12 1.4 -2.9
GNOM Global X Genomics & Biotechnology ETF 1.9 50 20 -5.1 -9.4
AHOY Newday Ocean Health ETF 1.9 75 -5 5.5 +1.2
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.9 52 18 6.8 +2.5
GVIP Goldman Sachs Hedge Industry VIP ETF 1.9 45 25 5.3 +1.0
PJP Invesco Pharmaceuticals ETF 1.9 57 13 7.6 +3.3
PWV Invesco Large Cap Value ETF 1.9 55 15 8.0 +3.7
CSD Invesco S&P Spin-Off ETF 1.9 65 5 9.4 +5.1
FENI Fidelity Enhanced International ETF 1.9 28 42 8.0 +3.7
SPMO Invesco S&P 500 Momentum ETF 1.9 13 57 3.9 -0.4
FDIV MarketDesk Focused U.S. Dividend ETF 1.9 35 35 4.6 +0.3
DEUS Xtrackers Russell US Multifactor ETF 1.9 17 53 7.1 +2.8
ETHO Etho Climate Leadership U.S. ETF 1.9 47 23 3.5 -0.8
IMCV iShares Morningstar Mid-Cap Value ETF 1.9 6 64 8.1 +3.8
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.9 48 22 5.1 +0.8
SHRY First Trust Bloomberg Shareholder Yield ETF 1.9 60 10 7.0 +2.6
EWI iShares MSCI Italy ETF 1.9 50 20 8.3 +4.0
CGGO Capital Group Global Growth Equity ETF 1.9 47 23 4.8 +0.4
FNDX Schwab Fundamental US Large Co. Index ETF 1.9 25 45 7.1 +2.8
IBOT Vaneck Robotics ETF 1.8 47 23 3.7 -0.6
VYM Vanguard High Dividend Yield Index ETF 1.8 6 64 7.1 +2.8
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 1.8 42 28 7.4 +3.1
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.8 40 30 7.5 +3.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.8 4 66 5.9 +1.6
ARKQ ARK Autonomous Technology & Robotics ETF 1.8 75 -5 2.4 -2.0
JHDV John Hancock U.S. High Dividend ETF 1.8 34 36 6.4 +2.1
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 1.8 20 50 6.1 +1.7
FUNL CornerCap Fundametrics Large-Cap ETF 1.8 50 20 7.0 +2.7
SPYG SPDR Portfolio S&P 500 Growth ETF 1.8 4 66 4.8 +0.5
FNDB Schwab Fundamental US Broad Market Index ETF 1.8 25 45 7.0 +2.7
IVW iShares S&P 500 Growth ETF 1.8 18 52 4.6 +0.3
AVUS Avantis U.S. Equity ETF 1.8 15 55 5.9 +1.6
GLOF iShares Global Equity Factor ETF 1.8 20 50 7.2 +2.9
FBCG Fidelity Blue Chip Growth ETF 1.7 59 11 2.8 -1.5
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.7 12 58 4.8 +0.5
KONG Formidable Fortress ETF 1.7 89 -19 5.8 +1.5
QGRO American Century U.S. Quality Growth ETF 1.7 29 41 4.8 +0.5
IPAC iShares Core MSCI Pacific ETF 1.7 9 61 6.8 +2.5
RWL Invesco S&P 500 Revenue ETF 1.7 39 31 6.7 +2.4
ESGD iShares ESG Aware MSCI EAFE ETF 1.7 20 50 6.4 +2.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.7 60 10 4.2 -0.1
QDIV Global X S&P 500 Quality Dividend ETF 1.7 20 50 7.8 +3.5
FTGS First Trust Growth Strength ETF 1.7 60 10 5.8 +1.5
SNSR Global X Internet of Things ETF 1.7 68 2 4.3 -0.1
VLU SPDR S&P 1500 Value Tilt ETF 1.7 12 58 7.1 +2.8
SAGP Strategas Global Policy Opportunities ETF 1.7 65 5 5.3 +1.0
SDG iShares MSCI Global Sustainable Development Goals ETF 1.7 49 21 5.6 +1.3
EFA iShares MSCI EAFE ETF 1.7 35 35 6.5 +2.2
DGT SPDR Global Dow ETF 1.7 50 20 6.6 +2.3
AZTD Aztlan Global Stock Selection DM SMID ETF 1.7 75 -5 4.4 +0.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.7 64 6 2.2 -2.1
QQQ Invesco QQQ Trust Series I 1.6 20 50 4.7 +0.4
QQQM Invesco NASDAQ 100 ETF 1.6 15 55 4.7 +0.4
IUSG iShares Core S&P U.S. Growth ETF 1.6 4 66 4.8 +0.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.6 19 51 6.5 +2.2
QUS SPDR MSCI USA StrategicFactors ETF 1.6 15 55 5.9 +1.6
USMF WisdomTree U.S. Multifactor Fund 1.6 28 42 7.6 +3.3
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 1.6 14 56 5.8 +1.5
EQIN Columbia US Equity Income ETF 1.6 35 35 8.4 +4.1
FPX First Trust US Equity Opportunities ETF 1.6 61 9 1.7 -2.6
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.6 65 5 1.3 -3.1
FDLO Fidelity Low Volatility Factor ETF 1.6 15 55 5.4 +1.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.6 29 41 6.1 +1.8
EQUL IQ Engender Equality ETF 1.6 45 25 6.8 +2.5
CVAR Cultivar ETF 1.6 87 -17 7.2 +2.9
DGRW WisdomTree US Quality Dividend Growth Fund 1.6 28 42 6.1 +1.8
TTAI FCF International Quality ETF 1.5 59 11 6.6 +2.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.5 65 5 5.4 +1.1
EUDG WisdomTree Europe Quality Dividend Growth Fund 1.5 58 12 5.9 +1.6
VPL Vanguard FTSE Pacific ETF 1.5 8 62 6.9 +2.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.5 9 61 4.9 +0.6
NTZG Nuveen Global Net Zero Transition ETF 1.5 56 14 4.8 +0.5
SNPG Xtrackers S&P 500 Growth ESG ETF 1.5 15 55 4.8 +0.5
VBK Vanguard Small-Cap Growth ETF 1.5 7 63 1.4 -2.9
GSIE Goldman Sachs ActiveBeta International Equity ETF 1.5 25 45 7.0 +2.7
DLN WisdomTree U.S. LargeCap Dividend Fund 1.5 28 42 6.1 +1.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.5 15 55 6.2 +1.9
QQMG Invesco ESG NASDAQ 100 ETF 1.5 20 50 4.8 +0.5
UMMA Wahed Dow Jones Islamic World ETF 1.5 65 5 4.6 +0.2
NANC Unusual Whales Subversive Democratic Trading ETF 1.5 75 -5 3.9 -0.4
SPHQ Invesco S&P 500 Quality ETF 1.5 15 55 5.7 +1.4
JHMD John Hancock Multifactor Developed International ETF 1.4 39 31 7.4 +3.1
TMFC Motley Fool 100 Index ETF 1.4 50 20 3.9 -0.4
NUDM Nuveen ESG International Developed Markets Equity ETF 1.4 31 39 6.3 +2.0
IEFA iShares Core MSCI EAFE ETF 1.4 7 63 6.7 +2.4
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 1.4 36 34 6.5 +2.2
DFNV Donoghue Forlines Innovation ETF 1.4 69 1 4.9 +0.6
IQDG WisdomTree International Quality Dividend Growth Fund 1.4 42 28 6.1 +1.8
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 1.4 58 12 6.0 +1.7
FSST Fidelity Sustainable U.S. Equity ETF 1.4 59 11 2.8 -1.5
IOO iShares Global 100 ETF 1.4 41 29 4.9 +0.6
HFXI IQ FTSE International Equity Currency Neutral ETF 1.4 20 50 6.8 +2.5
FELC Fidelity Enhanced Large Cap Core ETF 1.4 18 52 5.6 +1.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.4 29 41 9.9 +5.5
EPP iShares MSCI Pacific ex-Japan ETF 1.4 47 23 5.3 +1.0
IEV iShares Europe ETF 1.4 67 3 6.2 +1.9
VNMC Natixis Vaughan Nelson Mid Cap ETF 1.4 85 -15 3.6 -0.7
QLC FlexShares US Quality Large Cap Index Fund 1.4 25 45 5.6 +1.3
IDHQ Invesco S&P International Developed High Quality ETF 1.4 29 41 6.2 +1.9
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.4 50 20 5.0 +0.7
GSID Goldman Sachs MarketBeta International Equity ETF 1.4 20 50 6.6 +2.3
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.4 45 25 3.2 -1.1
DTD WisdomTree U.S. Total Dividend Fund 1.3 28 42 6.3 +2.0
BTEC Principal Healthcare Innovators ETF 1.3 42 28 -3.3 -7.6
BBH VanEck Biotech ETF 1.3 35 35 4.3 -0.0
XBI SPDR S&P BIOTECH ETF 1.3 35 35 -3.4 -7.7
BBEU JPMorgan BetaBuilders Europe ETF 1.3 9 61 6.9 +2.6
IQSI IQ Candriam International Equity ETF 1.3 15 55 6.4 +2.1
EWG iShares MSCI Germany ETF 1.3 50 20 6.5 +2.2
FLGR Franklin FTSE Germany ETF 1.3 9 61 7.1 +2.8
FTA First Trust Large Cap Value AlphaDEX Fund 1.3 59 11 8.4 +4.1
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -10 6.0 +1.6
XDAT Franklin Exponential Data ETF 1.3 50 20 3.0 -1.3
HAPY Harbor Human Capital Factor Unconstrained ETF 1.3 50 20 4.7 +0.4
CZA Invesco Zacks Mid-Cap ETF 1.3 72 -2 6.4 +2.0
IDEV iShares Core MSCI International Developed Markets ETF 1.3 4 66 6.8 +2.5
IEUR iShares Core MSCI Europe ETF 1.3 11 59 6.6 +2.3
SPEU SPDR Portfolio Europe ETF 1.3 7 63 6.6 +2.3
DBEU Xtrackers MSCI Europe Hedged Equity ETF 1.3 46 24 6.5 +2.2
KRUZ Unusual Whales Subversive Republican Trading ETF 1.3 75 -5 5.7 +1.3
SCHF Schwab International Equity ETF 1.3 6 64 7.1 +2.8
STXV Strive 1000 Value ETF 1.3 18 52 7.7 +3.4
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 1.3 39 31 7.2 +2.9
QWLD SPDR MSCI World StrategicFactors ETF 1.2 30 40 5.9 +1.6
VERS ProShares Metaverse ETF 1.2 58 12 -16.0 -20.3
SPDW SPDR Portfolio Developed World ex-US ETF 1.2 3 67 6.8 +2.5
DIHP Dimensional International High Profitability ETF 1.2 29 41 7.4 +3.1
IWF iShares Russell 1000 Growth ETF 1.2 19 51 4.9 +0.6
VIGI Vanguard International Dividend Appreciation ETF 1.2 15 55 5.7 +1.4
BKIE BNY Mellon International Equity ETF 1.2 4 66 6.9 +2.6
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.2 30 40 8.5 +4.2
RODM Hartford Multifactor Developed Markets (ex-US) ETF 1.2 29 41 8.6 +4.3
QINT American Century Quality Diversified International ETF 1.2 39 31 7.7 +3.4
ONEO SPDR Russell 1000 Momentum Focus ETF 1.2 20 50 7.2 +2.9
DWMF WisdomTree International Multifactor Fund 1.2 38 32 7.4 +3.1
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 1.2 25 45 6.9 +2.6
ARKG ARK Genomic Revolution ETF 1.2 75 -5 -6.3 -10.6
MVPS Amplify Thematic All-Stars ETF 1.2 49 21 3.1 -1.3
JVAL JPMorgan U.S. Value Factor ETF 1.1 12 58 8.2 +3.9
VEA Vanguard FTSE Developed Markets ETF 1.1 5 65 6.9 +2.6
SXUS Janus Henderson International Sustainable Equity ETF 1.1 60 10 4.1 -0.2
VGK Vanguard FTSE Europe ETF 1.1 11 59 6.7 +2.3
DAX Global X DAX Germany ETF 1.1 21 49 6.9 +2.6
EWA iShares MSCI Australia ETF 1.1 50 20 5.1 +0.8
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.1 38 32 8.1 +3.8
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.1 35 35 8.1 +3.8
FLEE Franklin FTSE Europe ETF 1.1 9 61 6.9 +2.6
FMDE Fidelity Enhanced Mid Cap ETF 1.1 23 47 6.3 +2.0
JIRE JPMorgan International Research Enhanced Equity ETF 1.1 24 46 6.8 +2.5
IMTM iShares MSCI Intl Momentum Factor ETF 1.1 30 40 6.6 +2.3
ONEQ Fidelity Nasdaq Composite Index ETF 1.1 21 49 4.0 -0.3
IMFL Invesco International Developed Dynamic Multifactor ETF 1.1 34 36 10.7 +6.4
SFYX SoFi Next 500 ETF 1.1 0 70 5.0 +0.7
TTAC FCF US Quality ETF 1.1 59 11 6.3 +2.0
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 1.1 47 23 1.9 -2.4
JGLO JPMorgan Global Select Equity ETF 1.1 33 37 4.5 +0.2
ACWX iShares MSCI ACWI ex U.S. ETF 1.1 34 36 6.8 +2.5
ULVM VictoryShares US Value Momentum ETF 1.0 20 50 7.5 +3.2
PY Principal Value ETF 1.0 15 55 7.4 +3.1
FDEV Fidelity International Multifactor ETF 1.0 18 52 7.4 +3.1
CWI SPDR MSCI ACWI ex-US ETF 1.0 30 40 6.7 +2.4
QLV FlexShares US Quality Low Volatility Index Fund 1.0 22 48 4.0 -0.3
USMV iShares MSCI USA Min Vol Factor ETF 1.0 15 55 5.8 +1.5
VSGX Vanguard ESG International Stock ETF 1.0 12 58 6.5 +2.2
FLAU Franklin FTSE Australia ETF 1.0 9 61 5.5 +1.2
IQDE FlexShares International Quality Dividend Defensive Index ET 1.0 47 23 8.2 +3.9
WWJD Inspire International ETF 1.0 80 -10 6.9 +2.6
DIVB iShares Core Dividend ETF 1.0 5 65 7.8 +3.5
EZU iShares MSCI Eurozone ETF 1.0 52 18 6.3 +2.0
QUAL iShares MSCI USA Quality Factor ETF 1.0 15 55 5.3 +1.0
VALQ American Century U.S. Quality Value ETF 0.9 29 41 7.5 +3.2
DFAI Dimensional International Core Equity Market ETF 0.9 18 52 7.0 +2.7
JHSC John Hancock Multifactor Small Cap ETF 0.9 42 28 6.8 +2.5
IQLT iShares MSCI Intl Quality Factor ETF 0.9 30 40 6.0 +1.7
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.9 24 46 8.3 +4.0
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.9 75 -5 3.1 -1.2
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.9 30 40 6.7 +2.4
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.9 41 29 6.7 +2.4
VB Vanguard Small-Cap ETF 0.9 5 65 5.2 +0.9
FLEU Franklin FTSE Eurozone ETF 0.9 9 61 6.9 +2.6
BNE Blue Horizon BNE ETF 0.9 87 -17 5.2 +0.9
AFLG First Trust Active Factor Large Cap ETF 0.9 55 15 6.2 +1.9
IXUS iShares Core MSCI Total International Stock ETF 0.9 7 63 7.0 +2.7
DFSI Dimensional International Sustainability Core 1 ETF 0.9 24 46 6.1 +1.8
KURE KraneShares MSCI All China Health Care Index ETF 0.9 65 5 4.9 +0.6
SCHM Schwab U.S. Mid-Cap ETF 0.9 4 66 6.3 +2.0
DIVI Franklin International Core Dividend Tilt Index ETF 0.9 9 61 7.6 +3.3
ROUS Hartford Multifactor US Equity ETF 0.9 19 51 6.9 +2.6
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.9 45 25 6.6 +2.3
FQAL Fidelity Quality Factor ETF 0.9 15 55 5.9 +1.6
IWY iShares Russell Top 200 Growth ETF 0.9 20 50 5.1 +0.7
VEU Vanguard FTSE All-World ex-US Index Fund 0.9 8 62 7.0 +2.7
AIQ Global X Artificial Intelligence & Technology ETF 0.8 68 2 4.0 -0.3
XJH iShares ESG Screened S&P Mid-Cap ETF 0.8 12 58 6.6 +2.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.8 75 -5 7.4 +3.1
INTF iShares International Equity Factor ETF 0.8 15 55 8.0 +3.6
PDP Invesco Dorsey Wright Momentum ETF 0.8 62 8 3.6 -0.7
DXJ WisdomTree Japan Hedged Equity Fund 0.8 48 22 8.1 +3.8
RPG Invesco S&P 500 Pure Growth ETF 0.8 35 35 3.6 -0.7
DIM WisdomTree International MidCap Dividend Fund 0.8 58 12 7.5 +3.2
HEDJ WisdomTree Europe Hedged Equity Fund 0.8 58 12 9.3 +5.0
IJJ iShares S&P Mid-Cap 400 Value ETF 0.8 18 52 7.6 +3.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.8 15 55 7.7 +3.4
VUSE Vident U.S. Equity Strategy ETF 0.8 50 20 3.5 -0.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.8 24 46 7.3 +3.0
ISCG iShares Morningstar Small-Cap Growth ETF 0.8 6 64 2.4 -1.9
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 0.8 19 51 5.7 +1.4
IJH iShares Core S&P Mid-Cap ETF 0.8 5 65 6.6 +2.3
MDY SPDR S&P Midcap 400 ETF Trust 0.8 23 47 6.5 +2.2
MDYV SPDR S&P 400 Mid Cap Value ETF 0.8 15 55 7.6 +3.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.8 25 45 5.7 +1.4
IVOO Vanguard S&P Mid-Cap 400 ETF 0.8 10 60 6.6 +2.3
RFDI First Trust Riverfront Dynamic Developed International ETF 0.8 83 -13 8.8 +4.4
IYJ iShares U.S. Industrials ETF 0.7 40 30 4.9 +0.6
FAB First Trust Multi Cap Value AlphaDEX Fund 0.7 67 3 9.2 +4.9
IJK iShares S&P Mid-Cap 400 Growth ETF 0.7 17 53 5.8 +1.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.7 15 55 5.8 +1.5
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.7 3 67 6.7 +2.3
SMMD iShares Russell 2500 ETF 0.7 15 55 5.8 +1.5
VXUS Vanguard Total International Stock ETF 0.7 7 63 6.9 +2.6
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.7 15 55 5.8 +1.5
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.7 39 31 7.7 +3.3
UIVM VictoryShares International Value Momentum ETF 0.7 35 35 10.5 +6.1
SMDY Syntax Stratified MidCap ETF 0.7 35 35 5.6 +1.3
FNDF Schwab Fundamental International Large Co. Index ETF 0.7 25 45 9.2 +4.9
FSMD Fidelity Small-Mid Multifactor ETF 0.7 15 55 7.1 +2.8
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.7 80 -10 6.2 +1.9
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.6 45 25 8.6 +4.3
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.6 80 -10 8.2 +3.9
DFIV Dimensional International Value ETF 0.6 27 43 9.7 +5.4
FNDA Schwab Fundamental US Small Co. Index ETF 0.6 25 45 6.2 +1.9
VFQY Vanguard U.S. Quality Factor ETF 0.6 13 57 7.4 +3.1
AUSF Global X Adaptive U.S. Factor ETF 0.6 27 43 8.7 +4.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.6 7 63 5.6 +1.3
IQIN IQ 500 International ETF 0.6 25 45 8.7 +4.4
GVLU Gotham 1000 Value ETF 0.6 50 20 7.6 +3.3
AFSM First Trust Active Factor Small Cap ETF 0.6 75 -5 6.7 +2.4
ISCB iShares Morningstar Small-Cap ETF 0.6 4 66 5.1 +0.8
DFIC Dimensional International Core Equity 2 ETF 0.6 23 47 7.5 +3.2
DWM WisdomTree International Equity Fund 0.6 48 22 7.8 +3.5
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 0.6 80 -10 5.2 +0.9
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.6 95 -25 1.6 -2.7
DOL WisdomTree International LargeCap Dividend Fund 0.6 48 22 7.7 +3.4
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.6 60 10 6.9 +2.6
JPIN J.P. Morgan Diversified Return International Equity ETF 0.6 37 33 8.5 +4.2
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.6 40 30 7.8 +3.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.5 18 52 5.8 +1.5
AVDE Avantis International Equity ETF 0.5 23 47 7.8 +3.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.5 39 31 4.3 -0.0
AFMC First Trust Active Factor Mid Cap ETF 0.5 65 5 7.2 +2.9
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.5 35 35 5.5 +1.2
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.5 49 21 6.4 +2.1
QDEF FlexShares Quality Dividend Defensive Index Fund 0.5 37 33 4.3 -0.0
VBR Vanguard Small Cap Value ETF 0.5 7 63 7.8 +3.5
EWU iShares MSCI United Kingdom ETF 0.5 50 20 7.9 +3.6
SQEW LeaderShares Equity Skew ETF 0.5 81 -11 4.0 -0.4
AIEQ AI Powered Equity ETF 0.5 75 -5 3.4 -1.0
EWQ iShares MSCI France ETF 0.5 53 17 5.8 +1.5
RPV Invesco S&P 500 Pure Value ETF 0.5 35 35 9.8 +5.5
DUHP Dimensional US High Profitability ETF 0.4 21 49 6.7 +2.4
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.4 30 40 7.9 +3.6
IVLU iShares MSCI Intl Value Factor ETF 0.4 30 40 10.9 +6.6
MEDX Horizon Kinetics Medical ETF 0.4 85 -15 -0.4 -4.7
VXF Vanguard Extended Market ETF 0.4 6 64 4.0 -0.4
SPVU Invesco S&P 500 Enhanced Value ETF 0.4 13 57 9.4 +5.1
QQQS Invesco NASDAQ Future Gen 200 ETF 0.4 20 50 -8.8 -13.1
FLGB Franklin FTSE United Kingdom ETF 0.4 9 61 8.2 +3.9
FTXH First Trust Nasdaq Pharmaceuticals ETF 0.4 60 10 8.1 +3.8
ISCV iShares Morningstar Small Cap Value ETF 0.4 6 64 7.6 +3.3
EZM WisdomTree U.S. MidCap Fund 0.4 38 32 7.8 +3.5
ACWV iShares MSCI Global Min Vol Factor ETF 0.4 20 50 6.2 +1.9
IDMO Invesco S&P International Developed Momentum ETF 0.4 25 45 7.6 +3.3
FNDC Schwab Fundamental International Small Co. Index ETF 0.4 39 31 7.0 +2.7
WLDR Affinity World Leaders Equity ETF 0.3 67 3 8.4 +4.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.3 25 45 7.5 +3.2
VIDI Vident International Equity Strategy ETF 0.3 61 9 11.9 +7.5
RFEU First Trust Riverfront Dynamic Europe ETF 0.3 83 -13 8.8 +4.5
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.3 58 12 9.2 +4.9
TPSC Timothy Plan US Small Cap Core ETF 0.3 52 18 6.8 +2.5
ONEY SPDR Russell 1000 Yield Focus ETF 0.3 20 50 9.9 +5.6
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.3 17 53 5.2 +0.9
FELG Fidelity Enhanced Large Cap Growth ETF 0.3 18 52 5.0 +0.7
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.3 35 35 6.5 +2.2
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.3 42 28 6.4 +2.1
FNK First Trust Mid Cap Value AlphaDEX Fund 0.3 70 0 10.4 +6.1
DFSV Dimensional US Small Cap Value ETF 0.3 31 39 8.5 +4.1
IQDF FlexShares International Quality Dividend Index Fund 0.3 47 23 8.9 +4.6
ISMD Inspire Small/Mid Cap ETF 0.3 54 16 5.6 +1.3
FJP First Trust Japan AlphaDEX Fund 0.3 80 -10 10.8 +6.5
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 42 7.9 +3.6
EFV iShares MSCI EAFE Value ETF 0.2 34 36 8.9 +4.6
RAYD Rayliant Quantitative Developed Market Equity ETF 0.2 80 -10 4.5 +0.2
SCHA Schwab U.S. Small-Cap ETF 0.2 4 66 4.5 +0.2
FNX First Trust Mid Cap Core AlphaDEX Fund 0.2 60 10 6.9 +2.5
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 31 8.6 +4.3
VEGN US Vegan Climate ETF 0.2 60 10 4.8 +0.5
UEVM VictoryShares Emerging Markets Value Momentum ETF 0.2 45 25 10.9 +6.6
WOMN Impact Shares YWCA Women's Empowerment ETF 0.2 75 -5 4.9 +0.6
EFAV iShares MSCI EAFE Min Vol Factor ETF 0.2 22 48 5.9 +1.6
DFAS Dimensional U.S. Small Cap ETF 0.2 26 44 5.7 +1.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.2 15 55 6.9 +2.6
QDF FlexShares Quality Dividend Index Fund 0.2 37 33 4.5 +0.2
IGRO iShares International Dividend Growth ETF 0.2 15 55 7.1 +2.8
FXI iShares China Large-Cap ETF 0.2 74 -4 9.7 +5.4
SMLF iShares U.S. SmallCap Equity Factor ETF 0.2 15 55 5.3 +1.0
DON WisdomTree U.S. MidCap Dividend Fund 0.1 38 32 8.3 +4.0
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.1 32 38 6.8 +2.4
DFIS Dimensional International Small Cap ETF 0.1 39 31 6.4 +2.1
RODE Hartford Multifactor Diversified International ETF 0.1 29 41 11.4 +7.1
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 0.1 18 52 7.0 +2.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.1 15 55 9.8 +5.5
VFVA Vanguard U.S. Value Factor ETF 0.1 13 57 10.3 +6.0
NUSC Nuveen ESG Small-Cap ETF 0.1 31 39 5.1 +0.8
FLCH Franklin FTSE China ETF 0.1 19 51 9.8 +5.5
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.1 70 0 2.2 -2.1
MCHI iShares MSCI China ETF 0.1 59 11 9.1 +4.8
DEHP Dimensional Emerging Markets High Profitability ETF 0.1 41 29 6.6 +2.3
TDVG T. Rowe Price Dividend Growth ETF 0.1 50 20 4.8 +0.5
VLUE iShares MSCI USA Value Factor ETF 0.1 15 55 10.6 +6.3
NUEM Nuveen ESG Emerging Markets Equity ETF 0.0 36 34 6.7 +2.4
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.0 41 29 7.5 +3.2
BKF iShares MSCI BIC ETF 0.0 69 1 7.3 +3.0
GXC SPDR S&P China ETF 0.0 59 11 9.1 +4.8
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 0.0 20 50 6.9 +2.6
VFMO Vanguard U.S. Momentum Factor ETF 0.0 13 57 2.3 -2.0
LDEM iShares ESG MSCI EM Leaders ETF 0.0 17 53 7.5 +3.2
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.0 30 40 7.9 +3.6
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.0 15 55 7.3 +3.0
EMXF iShares ESG Advanced MSCI EM ETF 0.0 16 54 7.0 +2.7
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 13 3.5 -0.8
TEQI T. Rowe Price Equity Income ETF 0.0 54 16 4.0 -0.3
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.0 32 38 6.3 +2.0
JHEM John Hancock Multifactor Emerging Markets ETF 0.0 49 21 8.0 +3.7
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 38 32 8.1 +3.7
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 4 6.8 +2.4
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.0 30 40 7.4 +3.1
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.0 70 0 6.3 +2.0
EEMA iShares MSCI Emerging Markets Asia ETF 0.0 49 21 6.6 +2.3
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.0 36 34 7.1 +2.8
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 35 7.4 +3.0
TGRW T. Rowe Price Growth Stock ETF 0.0 52 18 4.0 -0.3
FLAX Franklin FTSE Asia Ex Japan ETF 0.0 19 51 7.0 +2.7
SCHE Schwab Emerging Markets Equity ETF 0.0 11 59 7.3 +3.0
EEM iShares MSCI Emerging Markets ETF 0.0 69 1 6.9 +2.6
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 61 7.5 +3.2
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 63 7.4 +3.1
BKEM BNY Mellon Emerging Markets Equity ETF 0.0 11 59 7.5 +3.2
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.0 59 11 9.2 +4.9
VWO Vanguard FTSE Emerging Markets ETF 0.0 8 62 7.2 +2.9
AVEM Avantis Emerging Markets Equity ETF 0.0 33 37 8.8 +4.5
IETC iShares U.S. Tech Independence Focused ETF 0.0 18 52 4.7 +0.4

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

  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

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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:		 First Trust Indxx Medical Devices 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 13.5 %
Divided by: Fwd. P/BV 2.7 x
Less: Expense ratio 70 bp
Equals: ALTAR Score 4.3 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.63 CATEGORY
AVERAGE		 1.53
 
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.