Harbor Health Care ETF
ALTAR
Score™		 -1.1% info Recommen-
dation		 AVOID
2024E    2025E
P/E
ratio		 370.1x P/Sales
ratio		 4.3x
P/BV
ratio		 7.2x Div.
yield		 0.3%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
MEDI seeks long-term capital growth by actively managing a narrow portfolio of stocks engaged in the health care sector globally.

FUND BASICS
Category Global Equities
Fund Sponsor ORIX
Website www.harborcapital.com/etf/MEDI?category=Thematic
Inception date Nov 17, 2022
Assets (mns) $17
Currency USD
Expense ratio 80 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 39
Wgt avg mkt cap (mns) $120,693
Large cap (>$10bn) 40.9%
Mid cap ($2-10bn) 55.8%
Small cap (<$2bn) 3.3%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
ASCENDIS PHARMA A/S 16.7 %
ELI LILLY & CO 9.0 %
LEGEND BIOTECH CORPORATION SPONSOR 7.5 %
UNITEDHEALTH GROUP INC 6.8 %
VAXCYTE, INC. 5.7 %
OPTION CARE HEALTH INC 4.8 %
INTUITIVE SURGICAL INC 4.4 %
DEXCOM INC 4.3 %
LANTHEUS HOLDINGS INC 3.4 %
INSULET CORP 2.6 %
Total 65.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 74.7 %
DENMARK 16.7 %
NETHERLANDS 2.4 %
IRELAND 1.4 %
SWITZERLAND 1.1 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
0.0% 0.0% -- -- 11.8%

Market Correlations
versus... Beta R-squared
S&P500 1.03 62%
MSCI EAFE 0.89 59%
MSCI Emg. Mkts. 0.77 38%

Technical Indicators
Recent close $26.49
30d moving avg. $25.51
Annualized volatility 16.8%
Short interest (ETF) 0.3%
Relative strength (RSI) 53

Liquidity measures
Avg. volume (thou.) 3
Turnover 0.5%
Bid/Ask (% of price) 0.42%
ADV underlying (mns) $6,904

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 689 potential alternatives to the Harbor Health Care ETF ETF based on the alternatives' overlap in portfolio holdings with MEDI. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: MEDI Expense: 80 bp ALTAR Score™: -1.1%


ALTERNATIVE ETFs BASED ON OVERLAP WITH MEDI
Ticker Fund
Name		 Overlap1
vs MEDI
(%)		 Expense
ratio
(bp)		 Savings
vs MEDI
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs MEDI
(%)
BHCHX Baron Health Care Strategy 35.0 75 5 -0.8 +0.4
GDOC Goldman Sachs Future Health Care Equity ETF 32.4 75 5 2.9 +4.1
FMED Fidelity Disruptive Medicine ETF 31.2 50 30 -1.0 +0.2
IYH iShares U.S. Healthcare ETF 27.5 40 40 6.5 +7.6
VHT Vanguard Health Care ETF 27.5 10 70 5.6 +6.7
FHLC Fidelity MSCI Health Care Index ETF 27.5 8 72 5.8 +7.0
XLV Health Care Select Sector SPDR Fund 26.1 9 71 7.3 +8.4
PINK Simplify Health Care ETF 24.4 50 30 4.0 +5.1
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 24.3 75 5 -1.2 -0.0
IXJ iShares Global Healthcare ETF 23.7 42 38 6.4 +7.5
BMED Future Health ETF 19.5 85 -5 0.0 +1.1
XHE SPDR S&P Health Care Equipment ETF 18.5 35 45 2.2 +3.3
PTH Invesco Dorsey Wright Healthcare Momentum ETF 17.3 60 20 -2.4 -1.2
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 17.3 65 15 -1.0 +0.2
HTEC ROBO Global Healthcare Technology and Innovation ETF 15.8 68 12 2.3 +3.5
IHI iShares U.S. Medical Devices ETF 15.2 40 40 3.6 +4.7
MDEV First Trust Indxx Medical Devices ETF 15.2 70 10 3.9 +5.1
FDHT Fidelity Digital Health ETF 15.0 39 41 -2.1 -1.0
RSPH Invesco S&P 500 Equal Weight Health Care ETF 14.9 40 40 8.0 +9.1
FXH First Trust Health Care AlphaDEX Fund 14.4 62 18 6.1 +7.3
SYNB Putnam BioRevolution ETF 14.4 70 10 2.6 +3.7
FFOG Franklin Focused Growth ETF FOCUSED GROWTH ETF 14.1 61 19 2.8 +3.9
TMFE Motley Fool Capital Efficiency 100 Index ETF 12.8 50 30 4.4 +5.5
IBB iShares Biotechnology ETF 12.3 45 35 0.1 +1.2
MEDX Horizon Kinetics Medical ETF 12.1 85 -5 1.2 +2.3
IBBQ Invesco Nasdaq Biotechnology ETF 12.0 19 61 0.9 +2.0
EDOC Global X Telemedicine & Digital Health ETF Registered 11.8 68 12 -3.3 -2.1
HELX Franklin Genomic Advancements ETF 11.3 50 30 0.5 +1.6
IHE iShares U.S. Pharmaceuticals ETF 11.0 40 40 8.0 +9.2
PPH VanEck Pharmaceutical ETF 10.2 36 44 9.2 +10.4
XBI SPDR S&P BIOTECH ETF 9.8 35 45 -3.5 -2.4
GGRW Gabelli Growth Innovators ETF 9.6 90 -10 2.3 +3.4
WDNA WisdomTree BioRevolution Fund 9.5 45 35 -4.1 -3.0
OZEM Roundhill GLP-1 & Weight Loss ETF 9.5 59 21 0.4 +1.6
AGNG Global X Aging Population ETF 9.4 50 30 4.0 +5.2
SDEP SFP Core Equity Strategy 9.2 10 70 6.5 +7.6
THNR Amplify Weight Loss Drug & Treatment ETF 9.0 59 21 5.1 +6.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 9.0 20 60 5.4 +6.5
FBT First Trust NYSE Arca Biotechnology Index Fund 9.0 56 24 2.8 +3.9
BGDV Bahl & Gaynor Dividend ETF 8.9 45 35 4.7 +5.8
BBH VanEck Biotech ETF 8.9 35 45 5.5 +6.7
ANEW ProShares MSCI Transformational Changes ETF 8.8 45 35 3.7 +4.8
GNOM Global X Genomics & Biotechnology ETF 8.8 50 30 -4.5 -3.4
RND First Trust Bloomberg R&D Leaders ETF 8.7 60 20 3.6 +4.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 8.6 15 65 4.4 +5.5
CGGR Capital Group Growth ETF 8.4 39 41 2.6 +3.8
STXD Strive 1000 Dividend Growth ETF 8.3 35 45 5.2 +6.3
CAML Congress Large Cap Growth ETF 8.2 66 14 3.3 +4.4
CANC Tema Oncology ETF 8.2 75 5 -3.5 -2.4
BBP Virtus LifeSci Biotech Products ETF 8.0 79 1 0.0 +1.1
BKWO BNY Mellon Women's Opportunities ETF 7.8 50 30 3.8 +4.9
HKND Humankind US Stock ETF 7.7 11 69 7.3 +8.4
CGUS Capital Group Core Equity ETF 7.5 33 47 4.3 +5.5
IHF iShares U.S. Healthcare Providers ETF 7.4 40 40 6.9 +8.1
FDG American Century Focused Dynamic Growth ETF 7.4 45 35 2.5 +3.7
HART IQ Healthy Hearts ETF 7.3 45 35 6.0 +7.2
DANA Dana Unconstrained Equity ETF 7.3 50 30 2.3 +3.5
BFTHX Baron Fifth Avenue Growth Retail 7.3 75 5 1.5 +2.7
MODL VictoryShares WestEnd U.S. Sector ETF 7.3 42 38 4.7 +5.8
SSPX Janus Henderson U.S. Sustainable Equity ETF 7.2 55 25 4.4 +5.5
SPMO Invesco S&P 500 Momentum ETF 6.9 13 67 3.8 +4.9
FDMO Fidelity Momentum Factor ETF 6.9 15 65 4.0 +5.1
USMC Principal U.S. Mega-Cap ETF 6.9 12 68 4.4 +5.5
QLTY GMO U.S. Quality ETF 6.8 50 30 4.9 +6.0
BELT iShares Long-Term U.S. Equity Active ETF 6.8 75 5 3.5 +4.7
DIA SPDR Dow Jones Industrial Average ETF Trust 6.8 16 64 5.2 +6.3
PJP Invesco Pharmaceuticals ETF 6.5 57 23 6.9 +8.1
DRUP GraniteShares Nasdaq Select Disruptors ETF 6.5 60 20 4.0 +5.1
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 6.5 65 15 3.6 +4.8
LRGE ClearBridge Large Cap Growth ESG ETF 6.5 59 21 3.6 +4.7
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.4 60 20 4.7 +5.8
SNPG Xtrackers S&P 500 Growth ESG ETF 6.3 15 65 4.3 +5.5
USRD Themes US R&D Champions ETF 6.1 29 51 6.6 +7.8
TOPT iShares Top 20 U.S. Stocks ETF 6.1 20 60 4.0 +5.1
BGRO iShares Large Cap Growth Active ETF 6.1 55 25 3.5 +4.6
JMOM JPMorgan U.S. Momentum Factor ETF 6.1 12 68 4.4 +5.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 6.1 60 20 7.3 +8.4
FTXH First Trust Nasdaq Pharmaceuticals ETF 6.0 60 20 9.8 +10.9
FFND Future Fund Active ETF 6.0 100 -20 1.0 +2.1
XMAG Defiance Large Cap ex-Mag 7 ETF 5.9 35 45 5.0 +6.2
ZECP Zacks Earnings Consistent Portfolio ETF 5.9 55 25 4.6 +5.7
FLQL Franklin LibertyQ U.S. Equity ETF 5.9 15 65 5.7 +6.8
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 5.9 65 15 4.4 +5.5
BGIG Bahl & Gaynor Income Growth ETF 5.9 45 35 5.1 +6.2
JGRO JPMorgan Active Growth ETF 5.8 44 36 3.7 +4.8
CGGO Capital Group Global Growth Equity ETF 5.8 47 33 4.5 +5.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 5.8 75 5 4.7 +5.8
QUAL iShares MSCI USA Quality Factor ETF 5.7 15 65 5.5 +6.7
BDIV AAM Brentview Dividend Growth ETF 5.7 49 31 4.4 +5.5
QUS SPDR MSCI USA StrategicFactors ETF 5.7 15 65 5.7 +6.9
SPXT ProShares S&P 500 Ex-Technology ETF 5.6 9 71 5.2 +6.3
XPH SPDR S&P Pharmaceuticals ETF 5.6 35 45 3.7 +4.8
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 5.6 15 65 5.6 +6.7
MTUM iShares MSCI USA Momentum Factor ETF 5.5 15 65 4.0 +5.2
HAPI Harbor Human Capital Factor US Large Cap ETF 5.5 36 44 4.6 +5.8
TMFM Motley Fool Mid-Cap Growth ETF 5.5 85 -5 4.4 +5.5
GDIV Harbor Dividend Growth Leaders ETF 5.5 50 30 5.4 +6.5
DSTL Distillate US Fundamental Stability & Value ETF 5.4 39 41 8.3 +9.5
DUHP Dimensional US High Profitability ETF 5.4 21 59 6.5 +7.7
VFMO Vanguard U.S. Momentum Factor ETF 5.3 13 67 2.7 +3.8
MBOX Freedom Day Dividend ETF 5.3 39 41 7.6 +8.7
FBCG Fidelity Blue Chip Growth ETF 5.2 59 21 2.9 +4.0
FFLC Fidelity Fundamental Large Cap Core ETF 5.2 38 42 4.8 +6.0
TMFG Motley Fool Global Opportunities ETF 5.2 85 -5 3.6 +4.7
LRND IQ U.S. Large Cap R&D Leaders ETF 5.2 14 66 5.9 +7.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 5.1 10 70 5.4 +6.5
IWX iShares Russell Top 200 Value ETF 5.1 20 60 6.0 +7.1
JPEF JPMorgan Equity Focus ETF 5.1 50 30 3.8 +5.0
BBC Virtus LifeSci Biotech Clinical Trials ETF 5.1 79 1 0.0 +1.1
CGDV Capital Group Dividend Value ETF 5.1 33 47 5.0 +6.2
SCHG Schwab U.S. Large-Cap Growth ETF 5.0 4 76 4.2 +5.3
IQM Franklin Intelligent Machines ETF 5.0 50 30 3.2 +4.3
BOTZ Global X Robotics & Artificial Intelligence ETF 5.0 69 11 2.3 +3.5
GGUS Marketbeta Russell 1000 Growth Equity ETF 4.9 12 68 4.6 +5.8
WOMN Impact Shares YWCA Women's Empowerment ETF 4.9 75 5 4.9 +6.1
QGRW WisdomTree U.S. Quality Growth Fund 4.9 28 52 4.8 +5.9
SFY SoFi Select 500 ETF 4.9 0 80 4.7 +5.8
BIOPX Baron Opportunity Retail 4.8 75 5 1.0 +2.1
MGK Vanguard Mega Cap Growth ETF 4.8 7 73 4.4 +5.5
TMFC Motley Fool 100 Index ETF 4.8 50 30 3.7 +4.9
JCTR JPMorgan Carbon Transition U.S. Equity ETF 4.8 15 65 4.7 +5.8
SHE SPDR MSCI USA Gender Diversity ETF 4.7 20 60 4.7 +5.9
USCL iShares Climate Conscious & Transition MSCI USA ETF 4.7 8 72 4.9 +6.0
FDRR Fidelity Dividend ETF for Rising Rates 4.7 15 65 7.4 +8.6
XLG Invesco S&P 500 Top 50 ETF 4.7 20 60 4.5 +5.6
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 4.7 95 -15 0.7 +1.8
USMV iShares MSCI USA Min Vol Factor ETF 4.7 15 65 5.5 +6.7
DTEC ALPS Disruptive Technologies ETF 4.7 50 30 3.3 +4.4
FDLO Fidelity Low Volatility Factor ETF 4.6 15 65 5.3 +6.4
STXG Strive 1000 Growth ETF 4.6 18 62 4.1 +5.2
RFFC ALPS Active Equity Opportunity ETF 4.6 48 32 4.4 +5.5
GINN Goldman Sachs Innovate Equity ETF 4.6 52 28 2.4 +3.5
IVW iShares S&P 500 Growth ETF 4.6 18 62 4.0 +5.2
SPYG SPDR Portfolio S&P 500 Growth ETF 4.6 4 76 4.2 +5.3
NZUS SPDR MSCI USA Climate Paris Aligned ETF 4.6 10 70 4.4 +5.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 4.6 7 73 4.9 +6.0
MGC Vanguard Mega Cap ETF 4.5 7 73 4.8 +6.0
IUSG iShares Core S&P U.S. Growth ETF 4.5 4 76 4.2 +5.3
CSMD Congress SMid Growth ETF 4.4 69 11 4.4 +5.6
ADME Aptus Drawdown Managed Equity ETF 4.4 79 1 4.1 +5.2
SPXN ProShares S&P 500 Ex-Financials ETF 4.4 9 71 5.1 +6.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4.4 29 51 6.4 +7.6
BIBL Inspire 100 ETF 4.4 35 45 5.4 +6.5
NBDS Neuberger Berman Disrupters ETF 4.4 55 25 1.3 +2.5
IGPT Invesco AI and Next Gen Software ETF 4.4 60 20 3.9 +5.1
QVML Invesco S&P 500 QVM Multi-factor ETF 4.4 11 69 4.8 +6.0
ESGV Vanguard ESG U.S. Stock ETF 4.4 9 71 4.8 +5.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 4.4 29 51 4.3 +5.4
VUG Vanguard Growth ETF 4.4 4 76 4.1 +5.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 4.3 15 65 4.9 +6.1
IWL iShares Russell Top 200 ETF 4.3 15 65 4.7 +5.8
INEQ Columbia International Equity Income ETF 4.3 45 35 6.5 +7.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 4.3 10 70 4.4 +5.5
PDP Invesco Dorsey Wright Momentum ETF 4.3 62 18 3.4 +4.5
FDWM Fidelity Women's Leadership ETF 4.3 59 21 4.6 +5.8
RUNN Running Oak Efficient Growth ETF 4.3 58 22 4.8 +5.9
BARAX Baron Asset Retail 4.3 75 5 3.6 +4.7
SNPE Xtrackers S&P 500 ESG ETF 4.3 10 70 5.1 +6.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 4.2 45 35 4.7 +5.8
JEPI JPMorgan Equity Premium Income ETF 4.2 35 45 5.3 +6.4
XVV iShares ESG Screened S&P 500 ETF 4.2 8 72 4.9 +6.0
MBCC Monarch Blue Chips Core ETF 4.2 125 -45 3.7 +4.8
SNSR Global X Internet of Things ETF 4.2 68 12 4.5 +5.7
ILCG iShares Morningstar Growth ETF 4.2 4 76 3.9 +5.0
AIEQ AI Powered Equity ETF 4.2 75 5 5.0 +6.1
JAVA JPMorgan Active Value ETF 4.2 44 36 5.7 +6.8
SXQG ETC 6 Meridian Quality Growth ETF 4.1 100 -20 4.8 +5.9
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 4.1 49 31 5.4 +6.6
USSE Segall Bryant & Hamill Select Equity ETF 4.1 65 15 3.7 +4.8
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 4.1 39 41 4.2 +5.3
VOOG Vanguard S&P 500 Growth ETF 4.1 10 70 4.6 +5.7
STRV Strive 500 ETF 4.1 5 75 4.9 +6.1
LGRO Level Four Large Cap Growth Active ETF 4.1 55 25 4.0 +5.2
DGRO iShares Core Dividend Growth ETF 4.1 8 72 6.3 +7.4
VV Vanguard Large-Cap ETF 4.1 4 76 4.9 +6.1
SWP SWP Growth & Income ETF 4.1 99 -19 4.2 +5.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 4.0 20 60 5.0 +6.1
ROE Astoria US Quality Kings ETF 4.0 49 31 7.3 +8.4
NULC Nuveen ESG Large-Cap ETF 4.0 21 59 4.9 +6.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 4.0 7 73 4.9 +6.1
BKLC BNY Mellon US Large Cap Core Equity ETF 4.0 0 80 5.0 +6.1
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.0 58 22 4.5 +5.6
MGV Vanguard Mega Cap Value ETF 4.0 7 73 6.4 +7.5
OEF iShares S&P 100 ETF 4.0 20 60 4.7 +5.9
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.0 18 62 5.6 +6.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 4.0 20 60 4.8 +5.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.9 35 45 4.7 +5.8
MMTM SPDR S&P 1500 Momentum Tilt ETF 3.9 12 68 4.6 +5.8
XHS SPDR S&P Health Care Services ETF 3.9 35 45 6.7 +7.8
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 3.9 15 65 4.6 +5.7
VOTE TCW Transform 500 ETF 3.9 5 75 4.9 +6.0
PBUS Invesco MSCI USA ETF 3.9 4 76 4.9 +6.1
IWY iShares Russell Top 200 Growth ETF 3.9 20 60 4.7 +5.8
DIVZ TrueShares Low Volatility Equity Income ETF 3.9 65 15 7.6 +8.7
SPXE ProShares S&P 500 Ex-Energy ETF 3.9 9 71 4.9 +6.0
VOO Vanguard S&P 500 ETF 3.9 3 77 5.0 +6.2
IBRN iShares Neuroscience and Healthcare ETF 3.9 47 33 -5.1 -3.9
ILCB iShares Morningstar U.S. Equity ETF 3.9 3 77 4.9 +6.0
VONG Vanguard Russell 1000 Growth ETF 3.9 8 72 4.6 +5.7
LRNZ TrueShares Technology, AI & Deep Learning ETF 3.9 69 11 -0.7 +0.5
SIXA ETC 6 Meridian Mega Cap Equity ETF 3.9 80 0 6.6 +7.7
IVV iShares Core S&P 500 ETF 3.9 3 77 5.0 +6.2
SPY SPDR S&P 500 ETF Trust 3.9 9 71 5.0 +6.1
SPLG SPDR Portfolio S&P 500 ETF 3.9 2 78 5.0 +6.2
IWF iShares Russell 1000 Growth ETF 3.9 19 61 4.5 +5.6
DGRW WisdomTree US Quality Dividend Growth Fund 3.8 28 52 5.5 +6.6
KLMN Invesco MSCI North America Climate ETF 3.8 9 71 5.0 +6.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3.8 11 69 4.9 +6.1
DFUS Dimensional U.S. Equity ETF 3.8 9 71 4.9 +6.0
CRTC Xtrackers US National Critical Technologies ETF 3.8 35 45 5.2 +6.3
VTI Vanguard Total Stock Market ETF 3.8 3 77 4.8 +5.9
RVRB Reverb ETF 3.8 30 50 4.7 +5.8
IWB iShares Russell 1000 ETF 3.8 15 65 4.9 +6.0
VONE Vanguard Russell 1000 ETF 3.7 8 72 4.9 +6.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 3.7 2 78 5.0 +6.1
IYY iShares Dow Jones U.S. ETF 3.7 20 60 4.8 +5.9
FQAL Fidelity Quality Factor ETF 3.7 15 65 5.9 +7.1
VIG Vanguard Dividend Appreciation ETF 3.7 6 74 5.6 +6.7
DFSU Dimensional US Sustainability Core 1 ETF 3.7 18 62 5.5 +6.6
SCHX Schwab U.S. Large-Cap ETF 3.7 3 77 5.0 +6.1
IWV iShares Russell 3000 ETF 3.7 20 60 4.7 +5.8
VTHR Vanguard Russell 3000 ETF 3.7 10 70 4.8 +5.9
NULG Nuveen ESG Large-Cap Growth ETF 3.7 26 54 3.8 +5.0
ACVF American Conservative Values ETF 3.7 75 5 4.4 +5.5
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 3.7 3 77 5.1 +6.2
SCHK Schwab 1000 Index ETF 3.7 5 75 5.0 +6.1
APUE ActivePassive U.S. Equity ETF 3.6 45 35 4.7 +5.8
LRGF iShares U.S. Equity Factor ETF 3.6 8 72 5.6 +6.7
QMOM Alpha Architect U.S. Quantitative Momentum ETF 3.6 39 41 3.6 +4.7
ITOT iShares Core S&P Total U.S. Stock Market ETF 3.6 3 77 4.8 +5.9
CGDG Capital Group Dividend Growers ETF 3.6 47 33 6.5 +7.6
IWD iShares Russell 1000 Value ETF 3.6 19 61 6.1 +7.3
IWP iShares Russell Mid-Cap Growth ETF 3.6 23 57 3.2 +4.3
VONV Vanguard Russell 1000 Value ETF 3.6 8 72 6.3 +7.4
OUSA ALPS O'Shares U.S. Quality Dividend ETF 3.6 48 32 6.0 +7.1
FLRG Fidelity U.S. Multifactor ETF 3.6 15 65 7.9 +9.0
EPS WisdomTree U.S. LargeCap Fund 3.6 8 72 5.6 +6.7
VOOV Vanguard S&P 500 Value ETF 3.6 10 70 6.4 +7.6
VTV Vanguard Value ETF 3.6 4 76 6.6 +7.7
GVUS Marketbeta Russell 1000 Value Equity ETF 3.6 12 68 6.2 +7.3
SCHB Schwab U.S. Broad Market ETF 3.5 3 77 4.9 +6.0
QWLD SPDR MSCI World StrategicFactors ETF 3.5 30 50 6.0 +7.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 3.5 32 48 4.7 +5.8
IWO iShares Russell 2000 Growth ETF 3.5 24 56 0.5 +1.7
RGEF Rockefeller Global Equity ETF 3.5 55 25 4.5 +5.6
LRGC AB US Large Cap Strategic Equities ETF 3.5 48 32 4.6 +5.7
GQQQ Astoria US Quality Growth Kings ETF 3.5 35 45 5.3 +6.4
JGRW Jensen Quality Growth ETF 3.5 57 23 4.8 +5.9
ESGU iShares ESG Aware MSCI USA ETF 3.5 15 65 5.0 +6.1
VEGN US Vegan Climate ETF 3.5 60 20 4.4 +5.5
HDUS Hartford Disciplined US Equity ETF 3.4 19 61 5.8 +6.9
VTWG Vanguard Russell 2000 Growth ETF 3.4 15 65 0.7 +1.8
DYNF BlackRock U.S. Equity Factor Rotation ETF 3.4 30 50 4.6 +5.7
SNPV Xtrackers S&P 500 Value ESG ETF 3.4 15 65 6.4 +7.6
QLV FlexShares US Quality Low Volatility Index Fund 3.4 22 58 5.7 +6.8
JSTC Adasina Social Justice All Cap Global ETF 3.4 89 -9 4.4 +5.5
QUVU Hartford Quality Value ETF 3.4 46 34 6.5 +7.6
ILCV iShares Morningstar Value ETF 3.4 4 76 6.3 +7.4
JGLO JPMorgan Global Select Equity ETF 3.4 33 47 4.6 +5.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3.4 9 71 5.4 +6.5
DFAU Dimensional US Core Equity Market ETF 3.4 12 68 5.0 +6.2
RPG Invesco S&P 500 Pure Growth ETF 3.3 35 45 1.6 +2.8
EGUS iShares ESG Aware MSCI USA Growth ETF 3.3 18 62 4.4 +5.5
FCPI Fidelity Stocks for Inflation ETF 3.3 15 65 8.0 +9.1
EDOW First Trust Dow 30 Equal Weight ETF 3.3 50 30 5.1 +6.2
NACP Impact Shares NAACP Minority Empowerment ETF 3.3 49 31 4.7 +5.8
VBK Vanguard Small-Cap Growth ETF 3.3 7 73 1.1 +2.2
PFM Invesco Dividend Achievers ETF 3.3 53 27 5.3 +6.4
DCOR Dimensional US Core Equity 1 ETF 3.2 14 66 5.3 +6.4
FPX First Trust US Equity Opportunities ETF 3.2 61 19 0.2 +1.4
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 3.2 5 75 7.2 +8.3
RWL Invesco S&P 500 Revenue ETF 3.2 39 41 6.9 +8.1
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 3.2 75 5 2.7 +3.8
PRAY FIS Christian Stock Fund 3.2 69 11 6.1 +7.2
EVUS iShares ESG Aware MSCI USA Value ETF 3.2 18 62 6.4 +7.5
JOET Virtus Terranova US Quality Momentum ETF 3.2 29 51 4.5 +5.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 3.2 14 66 4.9 +6.1
KOMP SPDR S&P Kensho New Economies Composite ETF 3.1 20 60 0.9 +2.1
SAMT Strategas Macro Thematic Opportunities ETF 3.1 65 15 3.6 +4.7
AESR Anfield U.S. Equity Sector Rotation ETF 3.1 108 -28 4.3 +5.5
FELG Fidelity Enhanced Large Cap Growth ETF 3.1 18 62 4.7 +5.8
HLGE Hartford Longevity Economy ETF 3.1 44 36 6.0 +7.2
FFTY Innovator IBD 50 ETF 3.1 80 0 -0.2 +1.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.1 70 10 2.8 +4.0
ROUS Hartford Multifactor US Equity ETF 3.1 19 61 7.1 +8.3
TECB iShares U.S. Tech Breakthrough Multisector ETF 3.1 40 40 3.6 +4.8
EQWL Invesco S&P 100 Equal Weight ETF 3.1 25 55 6.3 +7.5
ROBO ROBO Global Robotics & Automation Index ETF 3.1 95 -15 3.3 +4.5
IVE iShares S&P 500 Value ETF 3.0 18 62 6.0 +7.1
SPYV SPDR Portfolio S&P 500 Value ETF 3.0 4 76 6.2 +7.3
NANC Unusual Whales Subversive Democratic Trading ETF 3.0 75 5 3.9 +5.0
TOK iShares MSCI Kokusai ETF 3.0 26 54 4.9 +6.1
DFAC Dimensional U.S. Core Equity 2 ETF 3.0 17 63 5.4 +6.5
CNCR Range Cancer Therapeutics ETF 3.0 79 1 0.0 +1.1
JHML John Hancock Multifactor Large Cap ETF 3.0 29 51 5.3 +6.5
DLN WisdomTree U.S. LargeCap Dividend Fund 3.0 28 52 5.8 +6.9
FELV Fidelity Enhanced Large Cap Value ETF 3.0 18 62 6.4 +7.5
IPDP Dividend Performers ETF 3.0 122 -42 4.7 +5.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 3.0 25 55 5.2 +6.4
XT iShares Exponential Technologies ETF 3.0 46 34 4.8 +5.9
KOKU Xtrackers MSCI Kokusai Equity ETF 3.0 9 71 5.1 +6.2
KRMA Global X Conscious Companies ETF 3.0 43 37 5.8 +6.9
IUSV iShares Core S&P US Value ETF 3.0 4 76 6.3 +7.4
WRND IQ Global Equity R&D Leaders ETF 2.9 18 62 7.4 +8.6
GRPM Invesco S&P MidCap 400 GARP ETF 2.9 35 45 7.8 +8.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.9 12 68 4.6 +5.8
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.9 35 45 3.8 +4.9
GLBL Pacer MSCI World Industry Advantage ETF 2.9 65 15 4.5 +5.7
BMVP Invesco Bloomberg MVP Multi-factor ETF 2.9 29 51 6.5 +7.6
URTH iShares MSCI World ETF 2.9 24 56 5.1 +6.2
VOT Vanguard Mid-Cap Growth ETF 2.8 7 73 3.4 +4.5
IUS Invesco RAFI Strategic US ETF 2.8 19 61 6.8 +7.9
GRNY Fundstrat Granny Shots US Large Cap ETF 2.8 75 5 3.5 +4.6
SPMV Invesco S&P 500 Minimum Variance ETF 2.8 10 70 5.6 +6.7
OALC OneAscent Large Cap Core ETF 2.8 86 -6 4.4 +5.5
BSCFX Baron Small Cap Retail 2.8 75 5 3.5 +4.6
DTD WisdomTree U.S. Total Dividend Fund 2.8 28 52 6.0 +7.1
TMFX Motley Fool Next Index ETF 2.8 50 30 2.9 +4.1
ARKG ARK Genomic Revolution ETF 2.8 75 5 -4.5 -3.3
THRO iShares U.S. Thematic Rotation Active ETF 2.7 90 -10 3.9 +5.0
PWB Invesco Large Cap Growth ETF 2.7 56 24 3.0 +4.1
DFVX Dimensional US Large Cap Vector ETF 2.7 22 58 6.1 +7.2
KLMT Invesco MSCI Global Climate 500 ETF 2.7 10 70 5.3 +6.4
IMCG iShares Morningstar Mid-Cap Growth ETF 2.7 6 74 3.8 +4.9
SUSL iShares ESG MSCI USA Leaders ETF 2.7 10 70 5.3 +6.4
BDAIX Baron Durable Advantage 2.7 75 5 3.6 +4.8
JHSC John Hancock Multifactor Small Cap ETF 2.7 42 38 6.3 +7.4
QGRO American Century U.S. Quality Growth ETF 2.7 29 51 3.5 +4.7
GVIP Goldman Sachs Hedge Industry VIP ETF 2.7 45 35 3.2 +4.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.6 10 70 5.3 +6.4
RAYD Rayliant Quantitative Developed Market Equity ETF 2.6 80 0 4.5 +5.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.6 4 76 5.8 +6.9
FVAL Fidelity Value Factor ETF 2.6 15 65 6.8 +8.0
GK AdvisorShares Gerber Kawasaki ETF 2.6 75 5 3.1 +4.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.6 20 60 5.2 +6.3
ACWI iShares MSCI ACWI ETF 2.6 32 48 5.2 +6.3
QTOP iShares Nasdaq Top 30 Stocks ETF 2.6 20 60 4.6 +5.8
SBIO ALPS Medical Breakthroughs ETF 2.6 50 30 -0.7 +0.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.5 64 16 2.0 +3.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 2.5 19 61 6.2 +7.3
FBCV Fidelity Blue Chip Value ETF 2.5 59 21 7.2 +8.4
FBOT Fidelity Disruptive Automation ETF 2.5 50 30 3.6 +4.8
AVSU Avantis Responsible U.S. Equity ETF 2.5 15 65 6.1 +7.2
RNSC Furst Trust Small Cap US Equity Select ETF 2.5 60 20 5.1 +6.2
ACSI American Customer Satisfaction ETF 2.5 65 15 4.4 +5.5
VFMV Vanguard U.S. Minimum Volatility ETF 2.5 13 67 5.6 +6.7
LCF Touchstone US Large Cap Focused ETF 2.5 69 11 4.1 +5.2
SAGP Strategas Global Policy Opportunities ETF 2.5 65 15 5.9 +7.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.4 30 50 6.2 +7.3
PSCH Invesco S&P SmallCap Health Care ETF 2.4 29 51 4.1 +5.3
ETHO Etho Climate Leadership U.S. ETF 2.4 47 33 3.5 +4.6
QQMG Invesco ESG NASDAQ 100 ETF 2.4 20 60 4.7 +5.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.4 9 71 5.9 +7.0
BDFIX Baron Discovery 2.4 75 5 0.2 +1.3
GLOF iShares Global Equity Factor ETF 2.4 20 60 6.6 +7.8
VT Vanguard Total World Stock ETF 2.4 7 73 5.5 +6.6
VUSE Vident U.S. Equity Strategy ETF 2.4 50 30 4.5 +5.6
CATH Global X S&P 500 Catholic Values Custom ETF 2.4 29 51 4.9 +6.0
ACWV iShares MSCI Global Min Vol Factor ETF 2.3 20 60 6.1 +7.2
BLCR iShares Large Cap Core Active ETF 2.3 36 44 4.4 +5.5
FSMO Fidelity Small-Mid Cap Opportunities ETF 2.3 60 20 6.0 +7.1
DFND Siren DIVCON Dividend Defender ETF 2.3 189 -109 0.0 +1.1
QQQM Invesco NASDAQ 100 ETF 2.3 15 65 4.5 +5.6
FELC Fidelity Enhanced Large Cap Core ETF 2.3 18 62 5.2 +6.4
FTC First Trust Large Cap Growth AlphaDEX Fund 2.3 59 21 2.6 +3.7
QQQ Invesco QQQ Trust Series I 2.3 20 60 4.4 +5.5
AFLG First Trust Active Factor Large Cap ETF 2.3 55 25 6.2 +7.3
PRF Invesco FTSE RAFI US 1000 ETF 2.3 39 41 6.8 +7.9
FTGS First Trust Growth Strength ETF 2.3 60 20 5.7 +6.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.3 9 71 5.3 +6.4
VSLU Applied Finance Valuation Large Cap ETF 2.3 49 31 5.7 +6.8
RAFE PIMCO RAFI ESG U.S. ETF 2.3 29 51 7.5 +8.7
DFNV Donoghue Forlines Innovation ETF 2.2 69 11 5.0 +6.2
SCHM Schwab U.S. Mid-Cap ETF 2.2 4 76 6.0 +7.1
AVUS Avantis U.S. Equity ETF 2.2 15 65 5.6 +6.8
QVAL Alpha Architect US Quantitative Value ETF 2.2 39 41 9.8 +10.9
EUSA iShares MSCI USA Equal Weighted ETF 2.2 9 71 6.0 +7.2
INCE Franklin Income Equity Focus ETF 2.2 29 51 5.6 +6.8
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.2 7 73 7.4 +8.5
NIXT Research Affiliates Deletions ETF 2.2 9 71 5.4 +6.5
BUZZ VanEck Social Sentiment ETF 2.2 75 5 0.9 +2.1
KONG Formidable Fortress ETF 2.2 89 -9 5.7 +6.8
GBUY Goldman Sachs Future Consumer Equity ETF 2.2 75 5 3.5 +4.6
MGRO VanEck Morningstar Wide Moat Growth ETF 2.2 49 31 4.4 +5.5
MOAT VanEck Morningstar Wide Moat ETF 2.2 46 34 5.8 +7.0
MOTE VanEck Morningstar ESG Moat ETF 2.2 49 31 5.5 +6.7
MVAL VanEck Morningstar Wide Moat Value ETF 2.2 49 31 6.5 +7.7
ISCG iShares Morningstar Small-Cap Growth ETF 2.2 6 74 2.2 +3.4
SUSA iShares MSCI USA ESG Select ETF 2.2 25 55 5.1 +6.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.1 15 65 7.0 +8.1
SIZE iShares MSCI USA Size Factor ETF 2.1 15 65 6.0 +7.1
FNDX Schwab Fundamental US Large Co. Index ETF 2.1 25 55 6.9 +8.1
ULVM VictoryShares US Value Momentum ETF 2.1 20 60 7.2 +8.3
IOO iShares Global 100 ETF 2.1 41 39 4.8 +5.9
VLU SPDR S&P 1500 Value Tilt ETF 2.1 12 68 6.6 +7.7
ESGG FlexShares STOXX Global ESG Select Index Fund 2.1 42 38 5.0 +6.1
SDG iShares MSCI Global Sustainable Development Goals ETF 2.1 49 31 5.4 +6.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.1 25 55 5.7 +6.8
CHGX AXS Change Finance ESG ETF 2.1 49 31 5.5 +6.6
PTL Inspire 500 ETF 2.1 9 71 5.8 +6.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.1 7 73 5.7 +6.8
NUDV Nuveen ESG Dividend ETF 2.0 26 54 7.3 +8.4
FNDB Schwab Fundamental US Broad Market Index ETF 2.0 25 55 6.9 +8.0
SFYX SoFi Next 500 ETF 2.0 0 80 4.8 +5.9
RSP Invesco S&P 500 Equal Weight ETF 2.0 20 60 6.4 +7.5
EMOT First Trust S&P 500 Economic Moat ETF 2.0 60 20 7.1 +8.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.0 65 15 2.2 +3.4
RSSL Global X Russell 2000 ETF 2.0 8 72 2.7 +3.8
IWM iShares Russell 2000 ETF 2.0 19 61 2.9 +4.0
FLV American Century Focused Large Cap Value ETF 2.0 42 38 6.3 +7.5
BOUT Innovator IBD Breakout Opportunities ETF 2.0 81 -1 4.2 +5.4
STXK Strive Small-Cap ETF 2.0 18 62 5.1 +6.3
DFLV Dimensional US Large Cap Value ETF 2.0 22 58 7.5 +8.6
RJMG FT Raymond James Multicap Growth Equity ETF 2.0 85 -5 2.1 +3.3
PBE Invesco Biotechnology & Genome ETF 2.0 58 22 1.8 +2.9
VXF Vanguard Extended Market ETF 2.0 6 74 3.5 +4.6
MOTG VanEck Morningstar Global Wide Moat ETF 1.9 52 28 5.5 +6.6
GSPY Gotham Enhanced 500 ETF 1.9 50 30 5.1 +6.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.9 17 63 4.9 +6.0
VTWO Vanguard Russell 2000 ETF 1.9 10 70 3.0 +4.2
STXV Strive 1000 Value ETF 1.9 18 62 7.7 +8.8
BGAIX Baron Global Advantage 1.9 75 5 0.5 +1.6
BIGFX Baron International Growth Retail 1.9 75 5 3.2 +4.3
XJH iShares ESG Screened S&P Mid-Cap ETF 1.9 12 68 6.3 +7.5
HLAL Wahed FTSE USA Shariah ETF 1.9 50 30 4.8 +5.9
IJK iShares S&P Mid-Cap 400 Growth ETF 1.9 17 63 5.1 +6.2
KOCG FIS Knights of Columbus Global Belief ETF 1.9 75 5 4.7 +5.8
FESM Fidelity Enhanced Small Cap ETF 1.9 28 52 1.5 +2.6
DSI iShares MSCI KLD 400 Social ETF 1.9 25 55 5.1 +6.3
POWA Invesco Bloomberg Pricing Power ETF 1.9 40 40 5.4 +6.5
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.9 75 5 5.5 +6.6
FSMD Fidelity Small-Mid Multifactor ETF 1.8 15 65 6.4 +7.6
IBOT Vaneck Robotics ETF 1.8 47 33 4.1 +5.2
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.8 15 65 5.1 +6.3
ONEQ Fidelity Nasdaq Composite Index ETF 1.8 21 59 3.9 +5.1
ARKK ARK Innovation ETF 1.8 75 5 -3.0 -1.9
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.8 15 65 5.8 +7.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.8 25 55 7.1 +8.3
VO Vanguard Mid-Cap ETF 1.8 4 76 5.4 +6.5
SCHV Schwab U.S. Large-Cap Value ETF 1.8 4 76 6.4 +7.6
DGT SPDR Global Dow ETF 1.8 50 30 6.5 +7.6
QNXT iShares Nasdaq-100 ex Top 30 ETF 1.8 20 60 4.8 +6.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.8 20 60 6.6 +7.8
IJH iShares Core S&P Mid-Cap ETF 1.8 5 75 6.4 +7.6
DVND Touchstone Dividend Select ETF 1.7 67 13 5.7 +6.8
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.7 45 35 3.2 +4.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.7 24 56 6.9 +8.0
XSMO Invesco S&P SmallCap Momentum ETF 1.7 39 41 7.2 +8.3
IVOO Vanguard S&P Mid-Cap 400 ETF 1.7 10 70 6.4 +7.5
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.7 3 77 6.5 +7.6
MDY SPDR S&P Midcap 400 ETF Trust 1.7 24 56 6.2 +7.4
NUSC Nuveen ESG Small-Cap ETF 1.7 31 49 5.1 +6.3
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.7 50 30 7.9 +9.0
IWR iShares Russell Midcap ETF 1.7 19 61 5.5 +6.6
REVS Columbia Research Enhanced Value ETF 1.7 19 61 7.3 +8.4
TMAT Main Thematic Innovation ETF 1.7 164 -84 -1.3 -0.2
CZAR Themes Natural Monopoly ETF 1.6 35 45 6.2 +7.3
IMCB iShares Morningstar Mid-Cap ETF 1.6 4 76 5.7 +6.8
SMOT VanEck Morningstar SMID Moat ETF 1.6 49 31 5.7 +6.9
AOTG AOT Growth and Innovation ETF 1.6 75 5 3.1 +4.2
FYC First Trust Small Cap Growth AlphaDEX Fund 1.6 71 9 -0.4 +0.7
IJJ iShares S&P Mid-Cap 400 Value ETF 1.6 18 62 7.7 +8.9
FNX First Trust Mid Cap Core AlphaDEX Fund 1.6 60 20 7.0 +8.1
SCHA Schwab U.S. Small-Cap ETF 1.6 4 76 4.5 +5.7
JHDV John Hancock U.S. High Dividend ETF 1.6 34 46 6.9 +8.0
VB Vanguard Small-Cap ETF 1.6 5 75 5.0 +6.1
STXM Strive Mid-Cap ETF 1.6 18 62 6.1 +7.2
AUSF Global X Adaptive U.S. Factor ETF 1.6 27 53 9.1 +10.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.6 18 62 7.6 +8.7
QLC FlexShares US Quality Large Cap Index Fund 1.6 25 55 5.5 +6.6
KRUZ Unusual Whales Subversive Republican Trading ETF 1.6 75 5 5.7 +6.8
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.6 60 20 5.8 +6.9
CFA VictoryShares US 500 Volatility Wtd ETF 1.6 35 45 5.7 +6.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.6 40 40 5.6 +6.7
MDYV SPDR S&P 400 Mid Cap Value ETF 1.6 15 65 7.7 +8.8
SRHQ SRH U.S. Quality ETF 1.6 35 45 7.6 +8.7
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.5 9 71 4.7 +5.9
PSIL AdvisorShares Psychedelics ETF 1.5 99 -19 -5.8 -4.7
LFSC F/m Emerald Life Sciences Innovation ETF 1.5 79 1 -2.7 -1.6
DIVG Invesco S&P 500 High Dividend Growers ETF 1.5 39 41 7.7 +8.9
FDVV Fidelity High Dividend ETF 1.5 15 65 8.8 +9.9
IDNA iShares Genomics Immunology and Healthcare ETF 1.5 47 33 -4.8 -3.7
KURE KraneShares MSCI All China Health Care Index ETF 1.5 65 15 4.4 +5.5
PSC Principal U.S. Small-Cap ETF 1.5 38 42 5.5 +6.6
SMLF iShares U.S. SmallCap Equity Factor ETF 1.4 15 65 4.7 +5.9
SSPY Syntax Stratified LargeCap ETF 1.4 30 50 6.7 +7.8
SHUS Syntax Stratified U.S. Total Market Hedged ETF 1.4 65 15 6.3 +7.4
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 1.4 15 65 7.5 +8.7
FLDZ RiverNorth Patriot ETF 1.4 75 5 5.5 +6.6
YLDE ClearBridge Dividend Strategy ESG ETF 1.4 60 20 4.9 +6.0
VALQ American Century U.S. Quality Value ETF 1.4 29 51 7.0 +8.2
EQAL Invesco Russell 1000 Equal Weight ETF 1.4 20 60 6.8 +7.9
LVOL American Century Low Volatility ETF 1.4 29 51 4.8 +5.9
PCGG Polen Capital Global Growth ETF 1.4 85 -5 3.4 +4.5
EIRL iShares MSCI Ireland ETF 1.4 50 30 7.5 +8.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.4 70 10 4.4 +5.5
JHMM John Hancock Multifactor Mid Cap ETF 1.4 42 38 6.1 +7.2
ISCB iShares Morningstar Small-Cap ETF 1.3 4 76 5.2 +6.3
SIXL ETC 6 Meridian Low Beta Equity ETF 1.3 80 0 5.7 +6.8
FPAG FPA Global Equity ETF 1.3 49 31 5.2 +6.4
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.3 56 24 6.5 +7.6
PSET Principal Quality ETF 1.3 15 65 5.5 +6.6
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 1.3 75 5 4.7 +5.9
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.3 15 65 5.9 +7.0
BFGFX Baron Focused Growth Retail 1.3 75 5 2.9 +4.0
GVLU Gotham 1000 Value ETF 1.3 50 30 7.8 +8.9
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.3 60 20 1.6 +2.7
IJT iShares S&P Small-Cap 600 Growth ETF 1.2 18 62 4.8 +5.9
USXF iShares ESG Advanced MSCI USA ETF 1.2 10 70 5.2 +6.3
WCEO Hypatia Women CEO ETF 1.2 85 -5 4.6 +5.7
RECS Columbia Research Enhanced Core ETF 1.2 15 65 5.9 +7.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.2 65 15 5.3 +6.4
KNO AXS Knowledge Leaders ETF 1.2 78 2 4.8 +5.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.2 20 60 4.5 +5.6
SLYG SPDR S&P 600 Small Cap Growth ETF 1.2 15 65 4.8 +6.0
FEX First Trust Large Cap Core AlphaDEX Fund 1.2 59 21 5.7 +6.8
TTAC FCF US Quality ETF 1.2 59 21 5.9 +7.0
DEW WisdomTree Global High Dividend Fund 1.2 58 22 8.3 +9.4
DHS WisdomTree U.S. High Dividend Fund 1.2 38 42 7.8 +8.9
DIVS SmartETFs Dividend Builder ETF 1.2 65 15 4.9 +6.1
JQUA JPMorgan U.S. Quality Factor ETF 1.2 12 68 5.9 +7.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.2 35 45 6.1 +7.2
QDEF FlexShares Quality Dividend Defensive Index Fund 1.2 37 43 6.1 +7.2
QDF FlexShares Quality Dividend Index Fund 1.2 37 43 6.1 +7.2
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.2 15 65 7.1 +8.2
UDI USCF Dividend Income Fund 1.2 65 15 7.3 +8.4
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 1.2 35 45 6.0 +7.1
SDOG ALPS Sector Dividend Dogs ETF 1.2 36 44 8.8 +10.0
FDL First Trust Morningstar Dividend Leaders Index Fund 1.2 45 35 9.2 +10.4
FTCS First Trust Capital Strength ETF 1.2 55 25 5.9 +7.0
DURA VanEck Durable High Dividend ETF 1.2 29 51 7.6 +8.7
DIV Global X SuperDividend US ETF 1.2 45 35 7.9 +9.0
QDIV Global X S&P 500 Quality Dividend ETF 1.2 20 60 8.3 +9.5
SCHD Schwab US Dividend Equity ETF 1.2 6 74 9.5 +10.6
DIVB iShares Core Dividend ETF 1.2 5 75 7.4 +8.6
SDY SPDR S&P Dividend ETF 1.2 35 45 6.2 +7.3
SPYD SPDR Portfolio S&P 500 High Dividend ETF 1.2 7 73 9.0 +10.2
GCOW Pacer Global Cash Cows Dividend ETF 1.2 60 20 13.5 +14.6
DIVY Sound Equity Dividend Income ETF 1.2 45 35 10.9 +12.1
SPDV AAM S&P 500 High Dividend Value ETF 1.2 29 51 9.7 +10.9
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.2 49 31 10.4 +11.5
DIVL Madison Dividend Value ETF 1.2 65 15 5.7 +6.8
USCF Themes US Cash Flow Champions ETF 1.2 29 51 7.7 +8.8
VYM Vanguard High Dividend Yield Index ETF 1.2 6 74 6.7 +7.9
PWV Invesco Large Cap Value ETF 1.2 55 25 7.2 +8.3
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.2 30 50 8.5 +9.6
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.1 25 55 5.2 +6.3
ITAN Sparkline Intangible Value ETF 1.1 50 30 5.9 +7.0
LEAD Siren DIVCON Leaders Dividend ETF 1.1 43 37 4.7 +5.8
GURU Global X Guru Index ETF 1.1 75 5 1.8 +2.9
SPLV Invesco S&P 500 Low Volatility ETF 1.1 25 55 5.1 +6.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.1 52 28 5.3 +6.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.1 58 22 5.3 +6.4
JVAL JPMorgan U.S. Value Factor ETF 1.1 12 68 8.2 +9.3
DFUV Dimensional US Marketwide Value ETF 1.1 22 58 7.2 +8.4
USMF WisdomTree U.S. Multifactor Fund 1.1 28 52 6.5 +7.6
OPTZ Optimize Strategy Index ETF 1.1 50 30 3.1 +4.2
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.1 79 1 4.7 +5.8
BLES Inspire Global Hope ETF 1.1 61 19 6.5 +7.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.0 15 65 6.0 +7.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.0 38 42 7.5 +8.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.0 35 45 7.5 +8.7
LIVR Intelligent Livermore ETF 1.0 69 11 5.2 +6.3
BLCV iShares Large Cap Value Active ETF 1.0 53 27 7.9 +9.1
ARKQ ARK Autonomous Technology & Robotics ETF 1.0 75 5 2.3 +3.5
DEUS Xtrackers Russell US Multifactor ETF 1.0 17 63 6.9 +8.1
MVPS Amplify Thematic All-Stars ETF 1.0 49 31 2.9 +4.0
ESIX SPDR S&P SmallCap 600 ESG ETF 1.0 12 68 7.5 +8.6
IWS iShares Russell Mid-Cap Value ETF 1.0 23 57 6.4 +7.5
FYX First Trust Small Cap Core AlphaDEX Fund 1.0 61 19 4.7 +5.8
BKSE BNY Mellon US Small Cap Core Equity ETF 1.0 4 76 5.3 +6.5
VFMF Vanguard U.S. Multifactor ETF 1.0 18 62 8.3 +9.4
ABEQ Absolute Select Value ETF 0.9 85 -5 4.2 +5.4
HAPY Harbor Human Capital Factor Unconstrained ETF 0.9 50 30 4.4 +5.5
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.9 15 65 8.5 +9.6
OCFS Otter Creek Focus Strategy ETF 0.9 85 -5 4.9 +6.1
CSD Invesco S&P Spin-Off ETF 0.9 65 15 10.1 +11.2
BFOR ALPS Barron's 400 ETF 0.9 65 15 5.8 +6.9
FVD First Trust Value Line Dividend Index Fund 0.9 65 15 6.3 +7.5
AFSM First Trust Active Factor Small Cap ETF 0.9 75 5 6.1 +7.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.9 15 65 6.8 +8.0
SPHB Invesco S&P 500 High Beta ETF 0.9 25 55 4.8 +5.9
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.9 20 60 5.1 +6.2
ALTL Pacer Lunt Large Cap Alternator ETF 0.9 60 20 5.0 +6.1
ISMD Inspire Small/Mid Cap ETF 0.9 54 26 4.2 +5.4
XMHQ Invesco S&P MidCap Quality ETF 0.9 25 55 6.4 +7.6
VOE Vanguard Mid-Cap Value ETF 0.8 7 73 7.1 +8.2
FUNL CornerCap Fundametrics Large-Cap ETF 0.8 50 30 7.1 +8.2
ONEO SPDR Russell 1000 Momentum Focus ETF 0.8 20 60 6.6 +7.7
FSST Fidelity Sustainable U.S. Equity ETF 0.8 59 21 1.9 +3.1
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.8 9 71 3.3 +4.5
VFQY Vanguard U.S. Quality Factor ETF 0.8 13 67 6.3 +7.5
SMAP Amplify Small-Mid Cap Equity ETF 0.8 60 20 4.9 +6.1
FNDA Schwab Fundamental US Small Co. Index ETF 0.8 25 55 6.0 +7.1
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.8 35 45 6.0 +7.2
GINX SGI Enhanced Global Income ETF 0.8 98 -18 7.4 +8.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.8 39 41 4.3 +5.4
DFAS Dimensional U.S. Small Cap ETF 0.8 26 54 5.7 +6.8
RWK Invesco S&P MidCap 400 Revenue ETF 0.8 39 41 7.6 +8.7
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.8 49 31 4.7 +5.8
EZM WisdomTree U.S. MidCap Fund 0.8 38 42 8.3 +9.5
BUL Pacer US Cash Cows Growth ETF 0.7 60 20 4.7 +5.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.7 15 65 7.1 +8.3
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 0.7 12 68 5.4 +6.5
XJR iShares ESG Screened S&P Small-Cap ETF 0.7 12 68 6.4 +7.6
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.7 15 65 7.7 +8.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.7 29 51 7.2 +8.3
SMMD iShares Russell 2500 ETF 0.6 15 65 5.6 +6.7
IJR iShares Core S&P Small Cap ETF 0.6 6 74 6.7 +7.8
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.6 20 60 7.7 +8.8
MAGA Point Bridge America First ETF 0.6 72 8 6.1 +7.2
VIOO Vanguard S&P Small-Cap 600 ETF 0.6 10 70 6.6 +7.8
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.6 70 10 3.3 +4.4
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.6 3 77 6.8 +7.9
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.6 35 45 2.6 +3.8
DSMC Distillate Small/Mid Cash Flow ETF 0.6 55 25 12.2 +13.3
AIQ Global X Artificial Intelligence & Technology ETF 0.6 68 12 3.7 +4.8
ISCV iShares Morningstar Small Cap Value ETF 0.5 6 74 7.9 +9.0
TPSC Timothy Plan US Small Cap Core ETF 0.5 52 28 6.5 +7.7
CVAR Cultivar ETF 0.5 87 -7 6.9 +8.1
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.5 35 45 6.3 +7.4
QQQS Invesco NASDAQ Future Gen 200 ETF 0.5 20 60 -7.5 -6.4
IMCV iShares Morningstar Mid-Cap Value ETF 0.5 6 74 7.7 +8.9
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.5 35 45 6.1 +7.3
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.5 42 38 6.0 +7.2
ICAP InfraCap Equity Income Fund ETF 0.5 171 -91 5.5 +6.6
CCMG CCM Global Equity ETF 0.5 34 46 7.3 +8.5
HAPS Harbor Human Capital Factor US Small Cap ETF 0.5 60 20 3.0 +4.1
SPHQ Invesco S&P 500 Quality ETF 0.4 15 65 5.5 +6.7
WWJD Inspire International ETF 0.4 80 0 7.3 +8.4
DFSV Dimensional US Small Cap Value ETF 0.4 31 49 8.6 +9.8
TOLL Tema Monopolies and Oligopolies ETF 0.4 75 5 3.3 +4.4
IWN iShares Russell 2000 Value ETF 0.4 24 56 5.0 +6.2
AFMC First Trust Active Factor Mid Cap ETF 0.4 65 15 6.7 +7.9
SQLV Royce Quant Small-Cap Quality Value ETF 0.4 60 20 7.6 +8.7
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.4 25 55 9.8 +10.9
VTWV Vanguard Russell 2000 Value ETF 0.4 15 65 5.1 +6.2
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.4 39 41 5.4 +6.5
VIDI Vident International Equity Strategy ETF 0.4 61 19 10.1 +11.2
IQSI IQ Candriam International Equity ETF 0.4 15 65 6.2 +7.3
DFAT Dimensional U.S. Targeted Value ETF 0.4 28 52 7.9 +9.0
FMDE Fidelity Enhanced Mid Cap ETF 0.4 23 57 5.5 +6.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.4 24 56 7.8 +8.9
INRO iShares U.S. Industry Rotation Active ETF 0.3 42 38 4.5 +5.6
GSID Goldman Sachs MarketBeta International Equity ETF 0.3 20 60 6.7 +7.8
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.3 32 48 6.3 +7.5
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.2 25 55 6.4 +7.6
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.2 18 62 6.8 +7.9
VBR Vanguard Small Cap Value ETF 0.2 7 73 7.9 +9.0
IWC iShares Micro-Cap ETF 0.2 60 20 -4.7 -3.6
AVLV Avantis U.S. Large Cap Value ETF 0.1 15 65 7.1 +8.2
TXS Texas Capital Texas Equity Index ETF 0.1 49 31 4.9 +6.0
MCHI iShares MSCI China ETF 0.1 59 21 8.1 +9.2
APIE ActivePassive International Equity ETF 0.1 45 35 7.9 +9.0
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 3 77 6.9 +8.0
FNK First Trust Mid Cap Value AlphaDEX Fund 0.1 70 10 10.1 +11.3
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.1 12 68 7.4 +8.6
GXC SPDR S&P China ETF 0.1 59 21 8.2 +9.4
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 56 6.1 +7.2
BKIE BNY Mellon International Equity ETF 0.1 4 76 6.8 +7.9
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.1 30 50 7.9 +9.1
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 41 6.8 +7.9
AVDE Avantis International Equity ETF 0.1 23 57 7.5 +8.7
BKF iShares MSCI BIC ETF 0.1 69 11 6.6 +7.8
VLUE iShares MSCI USA Value Factor ETF 0.1 15 65 10.4 +11.5
AVSC Avantis U.S Small Cap Equity ETF 0.1 25 55 4.9 +6.0
GMF SPDR S&P Emerging Asia Pacific ETF 0.0 49 31 6.2 +7.3
DFAI Dimensional International Core Equity Market ETF 0.0 18 62 6.9 +8.0
ISCF iShares International SmallCap Equity Factor ETF 0.0 23 57 8.5 +9.6
IETC iShares U.S. Tech Independence Focused ETF 0.0 18 62 4.4 +5.6
EEMA iShares MSCI Emerging Markets Asia ETF 0.0 49 31 6.4 +7.5
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.0 70 10 6.0 +7.2
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.0 30 50 6.8 +8.0
FAB First Trust Multi Cap Value AlphaDEX Fund 0.0 67 13 8.6 +9.7
EEM iShares MSCI Emerging Markets ETF 0.0 69 11 6.7 +7.8
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 14 10.2 +11.3
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.0 32 48 6.2 +7.3
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.0 39 41 7.6 +8.8
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 71 7.3 +8.4
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 73 7.3 +8.5
DFIC Dimensional International Core Equity 2 ETF 0.0 23 57 7.4 +8.5
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 55 9.5 +10.6
CWI SPDR MSCI ACWI ex-US ETF 0.0 30 50 6.7 +7.8
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.0 41 39 7.1 +8.2
ACWX iShares MSCI ACWI ex U.S. ETF 0.0 34 46 6.6 +7.8
AVUV Avantis U.S. Small Cap Value ETF 0.0 25 55 8.7 +9.9
AVSD Avantis Responsible International Equity ETF 0.0 23 57 7.3 +8.5
IXUS iShares Core MSCI Total International Stock ETF 0.0 7 73 6.9 +8.0
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 50 7.7 +8.8

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:		 Harbor Health Care ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity -2.1 %
Divided by: Fwd. P/BV 6.5 x
Less: Expense ratio 80 bp
Equals: ALTAR Score -1.1 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.32 CATEGORY
AVERAGE		 1.54
 
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.