Harbor Health Care ETF
ALTAR
Score™		 -1.6% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 225.1x P/Sales
ratio		 1.9x
P/BV
ratio		 12.9x Div.
yield		 2.9%


  • 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) $15
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 36
Wgt avg mkt cap (mns) $140,381
Large cap (>$10bn) 44.6%
Mid cap ($2-10bn) 53.1%
Small cap (<$2bn) 2.3%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
ASCENDIS PHARMA A/S 19.1 %
ELI LILLY & CO 11.7 %
UNITEDHEALTH GROUP INC 8.3 %
LEGEND BIOTECH CORPORATION SPONSOR 8.1 %
DEXCOM INC 4.1 %
VAXCYTE, INC. 3.8 %
LANTHEUS HOLDINGS INC 3.5 %
MASIMO CORPORATION 2.9 %
OPTION CARE HEALTH INC 2.9 %
INTUITIVE SURGICAL INC 2.4 %
Total 66.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 71.7 %
DENMARK 19.1 %
IRELAND 2.3 %
ISRAEL 1.6 %
NETHERLANDS 1.0 %
SWITZERLAND 0.8 %





HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-0.2% -1.3% -- -- 9.7%

Market Correlations
versus... Beta R-squared
S&P500 0.81 40%
MSCI EAFE 0.87 52%
MSCI Emg. Mkts. 0.81 36%

Technical Indicators
Recent close $24.76
30d moving avg. $24.87
Annualized volatility 17.0%
Short interest (ETF) 0.4%
Relative strength (RSI) 49

Liquidity measures
Avg. volume (thou.) 2
Turnover 0.3%
Bid/Ask (% of price) 0.42%
ADV underlying (mns) $6,904

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 712 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™: -1.6%


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
(%)
FHLC Fidelity MSCI Health Care Index ETF 28.1 8 72 6.5 +8.1
FMED Fidelity Disruptive Medicine ETF 27.2 50 30 -1.1 +0.5
IYH iShares U.S. Healthcare ETF 26.0 40 40 7.2 +8.8
XLV Health Care Select Sector SPDR Fund 25.9 8 72 7.8 +9.4
VHT Vanguard Health Care ETF 25.7 10 70 6.3 +7.9
GDOC Goldman Sachs Future Health Care Equity ETF 24.9 75 5 2.9 +4.5
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 24.3 75 5 1.0 +2.6
PINK Simplify Health Care ETF 21.7 50 30 1.1 +2.7
IXJ iShares Global Healthcare ETF 19.4 42 38 7.2 +8.8
RSPH Invesco S&P 500 Equal Weight Health Care ETF 16.2 40 40 8.0 +9.6
BMED Future Health ETF 15.8 85 -5 0.5 +2.1
XHE SPDR S&P Health Care Equipment ETF 15.4 35 45 3.0 +4.7
HTEC ROBO Global Healthcare Technology and Innovation ETF 14.7 68 12 2.6 +4.2
IHI iShares U.S. Medical Devices ETF 14.6 40 40 3.8 +5.4
FXH First Trust Health Care AlphaDEX Fund 14.4 62 18 8.9 +10.5
PPH VanEck Pharmaceutical ETF 14.0 36 44 10.2 +11.9
MEDX Horizon Kinetics Medical ETF 13.8 85 -5 2.1 +3.7
MDEV First Trust Indxx Medical Devices ETF 13.6 70 10 4.4 +6.1
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 13.5 65 15 1.1 +2.7
HEAL Global X HealthTech ETF 13.3 50 30 -0.7 +0.9
THNR Amplify Weight Loss Drug & Treatment ETF 13.3 59 21 6.0 +7.6
PTH Invesco Dorsey Wright Healthcare Momentum ETF 13.2 60 20 -2.6 -1.0
MNTL Tema Neuroscience and Mental Health ETF 12.0 75 5 -0.9 +0.7
FDHT Fidelity Digital Health ETF 11.9 39 41 0.9 +2.5
IHE iShares U.S. Pharmaceuticals ETF 11.7 40 40 9.3 +10.9
OZEM Roundhill GLP-1 & Weight Loss ETF 11.7 59 21 -0.7 +1.0
GNOM Global X Genomics & Biotechnology ETF 11.1 50 30 -4.1 -2.5
SYNB Putnam BioRevolution ETF 11.1 70 10 3.0 +4.6
HELX Franklin Genomic Advancements ETF 10.0 50 30 -0.2 +1.4
IHF iShares U.S. Healthcare Providers ETF 9.5 40 40 8.0 +9.7
AGNG Global X Aging Population ETF 9.0 50 30 4.9 +6.6
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 8.8 60 20 6.2 +7.9
CANC Tema Oncology ETF 8.7 75 5 -2.6 -0.9
IBB iShares Biotechnology ETF 8.6 45 35 0.9 +2.5
XBI SPDR S&P BIOTECH ETF 8.6 35 45 -3.3 -1.7
ANEW ProShares MSCI Transformational Changes ETF 8.4 45 35 6.3 +7.9
BBP Virtus LifeSci Biotech Products ETF 8.2 79 1 -5.1 -3.5
GGRW Gabelli Growth Innovators ETF 8.1 90 -10 2.5 +4.1
SDEP SFP Core Equity Strategy 8.1 10 70 6.5 +8.2
HART IQ Healthy Hearts ETF 8.1 45 35 6.6 +8.2
XHS SPDR S&P Health Care Services ETF 8.0 35 45 3.6 +5.2
QGRO American Century U.S. Quality Growth ETF 7.9 29 51 3.6 +5.2
RND First Trust Bloomberg R&D Leaders ETF 7.8 60 20 3.8 +5.5
QLTY GMO U.S. Quality ETF 7.8 50 30 5.0 +6.6
FDMO Fidelity Momentum Factor ETF 7.7 15 65 3.9 +5.6
HKND Humankind US Stock ETF 7.6 11 69 7.5 +9.1
WDNA WisdomTree BioRevolution Fund 7.5 45 35 -1.7 -0.1
CGGR Capital Group Growth ETF 7.4 39 41 3.4 +5.0
DANA Dana Unconstrained Equity ETF 7.3 50 30 3.1 +4.7
BKWO BNY Mellon Women's Opportunities ETF 7.1 50 30 3.8 +5.4
CGUS Capital Group Core Equity ETF 7.1 33 47 4.6 +6.2
CGDV Capital Group Dividend Value ETF 7.0 33 47 4.9 +6.5
ZECP Zacks Earnings Consistent Portfolio ETF 7.0 55 25 5.0 +6.7
SNPG Xtrackers S&P 500 Growth ESG ETF 7.0 15 65 4.7 +6.3
IBBQ Invesco Nasdaq Biotechnology ETF 6.9 19 61 0.8 +2.4
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 6.9 29 51 6.6 +8.2
BBH VanEck Biotech ETF 6.8 35 45 6.0 +7.6
MODL VictoryShares WestEnd U.S. Sector ETF 6.7 42 38 4.8 +6.4
LRGE ClearBridge Large Cap Growth ESG ETF 6.7 59 21 4.0 +5.6
GVIP Goldman Sachs Hedge Industry VIP ETF 6.5 45 35 3.5 +5.1
FFOG Franklin Focused Growth ETF 6.5 61 19 2.5 +4.1
SSPX Janus Henderson U.S. Sustainable Equity ETF 6.3 55 25 4.3 +6.0
BGRO iShares Large Cap Growth Active ETF 6.2 55 25 3.3 +4.9
USRD Themes US R&D Champions ETF 6.1 29 51 5.1 +6.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 6.1 15 65 5.5 +7.1
USMC Principal U.S. Mega-Cap ETF 6.1 12 68 4.7 +6.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 6.0 50 30 4.2 +5.8
BGDV Bahl & Gaynor Dividend ETF 6.0 45 35 4.9 +6.6
IWP iShares Russell Mid-Cap Growth ETF 5.9 23 57 3.5 +5.1
GDIV Harbor Dividend Growth Leaders ETF 5.8 50 30 5.4 +7.0
BGIG Bahl & Gaynor Income Growth ETF 5.6 45 35 5.6 +7.2
STXD Strive 1000 Dividend Growth ETF 5.5 35 45 5.1 +6.7
FDG American Century Focused Dynamic Growth ETF 5.5 45 35 2.2 +3.8
JPEF JPMorgan Equity Focus ETF 5.5 50 30 4.5 +6.2
FTXH First Trust Nasdaq Pharmaceuticals ETF 5.4 60 20 11.3 +13.0
JMOM JPMorgan U.S. Momentum Factor ETF 5.4 12 68 4.7 +6.3
LGDX Intech S&P Large Cap Diversified Alpha ETF 5.4 25 55 5.4 +7.0
LRNZ TrueShares Technology, AI & Deep Learning ETF 5.4 69 11 -0.6 +1.1
BELT iShares Long-Term U.S. Equity Active ETF 5.3 75 5 3.3 +4.9
BBC Virtus LifeSci Biotech Clinical Trials ETF 5.3 79 1 0.0 +1.6
FFLC Fidelity Fundamental Large Cap Core ETF 5.3 38 42 4.9 +6.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 5.3 15 65 4.4 +6.0
RJMG FT Raymond James Multicap Growth Equity ETF 5.3 85 -5 2.3 +3.9
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 5.2 20 60 5.2 +6.8
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 5.1 60 20 4.3 +5.9
PDP Invesco Dorsey Wright Momentum ETF 5.1 62 18 3.8 +5.4
HAPY Harbor Human Capital Factor Unconstrained ETF 5.1 50 30 5.8 +7.5
VIG Vanguard Dividend Appreciation ETF 5.0 6 74 5.8 +7.4
GGUS Marketbeta Russell 1000 Growth Equity ETF 5.0 12 68 4.7 +6.3
SPXT ProShares S&P 500 Ex-Technology ETF 5.0 9 71 5.7 +7.4
EQIN Columbia US Equity Income ETF 5.0 35 45 7.1 +8.8
RWL Invesco S&P 500 Revenue ETF 4.9 39 41 7.1 +8.7
POWA Invesco Bloomberg Pricing Power ETF 4.9 40 40 5.8 +7.4
SRHQ SRH U.S. Quality ETF 4.9 35 45 7.7 +9.3
JGRO JPMorgan Active Growth ETF 4.9 44 36 3.7 +5.3
QGRW WisdomTree U.S. Quality Growth Fund 4.9 28 52 4.4 +6.0
THRO iShares U.S. Thematic Rotation Active ETF 4.8 90 -10 4.2 +5.8
SWP SWP Growth & Income ETF 4.8 99 -19 4.5 +6.2
LCF Touchstone US Large Cap Focused ETF 4.7 69 11 4.6 +6.2
PFM Invesco Dividend Achievers ETF 4.6 53 27 5.5 +7.1
TOPT iShares Top 20 U.S. Stocks ETF 4.6 20 60 4.2 +5.8
BLCR iShares Large Cap Core Active ETF 4.6 36 44 4.0 +5.6
FBCG Fidelity Blue Chip Growth ETF 4.6 59 21 3.2 +4.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4.6 10 70 5.5 +7.1
HAPI Harbor Human Capital Factor US Large Cap ETF 4.6 36 44 5.1 +6.7
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 4.5 19 61 5.4 +7.0
RVER Trenchless Fund ETF 4.5 65 15 3.3 +4.9
QUS SPDR MSCI USA StrategicFactors ETF 4.5 15 65 5.8 +7.5
DRUP GraniteShares Nasdaq Select Disruptors ETF 4.5 60 20 4.2 +5.8
DTEC ALPS Disruptive Technologies ETF 4.4 50 30 3.9 +5.5
SNPV Xtrackers S&P 500 Value ESG ETF 4.4 15 65 7.1 +8.7
SCHG Schwab U.S. Large-Cap Growth ETF 4.4 4 76 4.2 +5.8
JCTR JPMorgan Carbon Transition U.S. Equity ETF 4.4 15 65 4.9 +6.5
USSE Segall Bryant & Hamill Select Equity ETF 4.4 65 15 4.3 +5.9
PJP Invesco Pharmaceuticals ETF 4.4 57 23 8.5 +10.1
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 4.4 15 65 6.2 +7.9
XMAG Defiance Large Cap ex-Mag 7 ETF 4.4 35 45 5.4 +7.0
DIA SPDR Dow Jones Industrial Average ETF Trust 4.4 16 64 5.8 +7.4
QUVU Hartford Quality Value ETF 4.3 46 34 7.4 +9.0
SFY SoFi Select 500 ETF 4.3 0 80 4.7 +6.3
FLQL Franklin LibertyQ U.S. Equity ETF 4.3 15 65 5.7 +7.3
JAVA JPMorgan Active Value ETF 4.3 44 36 6.7 +8.4
QUAL iShares MSCI USA Quality Factor ETF 4.3 15 65 5.4 +7.0
BLCV iShares Large Cap Value Active ETF 4.3 53 27 7.6 +9.3
SNPE Xtrackers S&P 500 ESG ETF 4.2 10 70 5.4 +7.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 4.2 75 5 4.3 +5.9
DIVZ TrueShares Low Volatility Equity Income ETF 4.2 65 15 6.6 +8.2
JOET Virtus Terranova US Quality Momentum ETF 4.2 29 51 4.9 +6.5
SPXN ProShares S&P 500 Ex-Financials ETF 4.2 9 71 5.2 +6.8
VFMV Vanguard U.S. Minimum Volatility ETF 4.1 13 67 5.7 +7.3
RGEF Rockefeller Global Equity ETF 4.1 55 25 5.1 +6.7
MGK Vanguard Mega Cap Growth ETF 4.1 7 73 4.3 +5.9
CGGO Capital Group Global Growth Equity ETF 4.1 47 33 4.9 +6.5
NULG Nuveen ESG Large-Cap Growth ETF 4.1 26 54 3.4 +5.1
DUHP Dimensional US High Profitability ETF 4.1 21 59 6.6 +8.2
SNSR Global X Internet of Things ETF 4.1 68 12 4.8 +6.4
FDWM Fidelity Women's Leadership ETF 4.1 59 21 5.3 +6.9
MBCC Monarch Blue Chips Core ETF 4.0 125 -45 4.2 +5.8
YOKE Yoke Core ETF 4.0 42 38 4.5 +6.1
ROE Astoria US Quality Kings ETF 4.0 49 31 6.9 +8.5
DGRW WisdomTree US Quality Dividend Growth Fund 4.0 28 52 5.8 +7.4
SAMT Strategas Macro Thematic Opportunities ETF 4.0 65 15 3.0 +4.7
TMFG Motley Fool Global Opportunities ETF 3.9 85 -5 3.8 +5.4
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 3.9 95 -15 0.6 +2.3
GURU Global X Guru Index ETF 3.9 75 5 4.1 +5.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 3.9 7 73 5.3 +6.9
GINN Goldman Sachs Innovate Equity ETF 3.9 52 28 4.2 +5.8
SBIO ALPS Medical Breakthroughs ETF 3.9 50 30 0.0 +1.6
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.9 25 55 5.2 +6.9
BDIV AAM Brentview Dividend Growth ETF 3.9 49 31 4.7 +6.4
SPLV Invesco S&P 500 Low Volatility ETF 3.9 25 55 5.3 +6.9
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 3.9 32 48 5.2 +6.8
GK AdvisorShares Gerber Kawasaki ETF 3.9 75 5 2.7 +4.3
ALTL Pacer Lunt Large Cap Alternator ETF 3.9 60 20 5.0 +6.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 3.9 15 65 5.2 +6.8
VUG Vanguard Growth ETF 3.8 4 76 4.2 +5.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.8 29 51 6.7 +8.3
CAML Congress Large Cap Growth ETF 3.8 66 14 3.3 +4.9
FSST Fidelity Sustainable U.S. Equity ETF 3.7 59 21 4.7 +6.3
ILCG iShares Morningstar Growth ETF 3.7 4 76 3.9 +5.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.7 45 35 4.8 +6.4
VFMO Vanguard U.S. Momentum Factor ETF 3.7 13 67 3.2 +4.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 3.7 20 60 5.4 +7.0
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 3.7 15 65 9.7 +11.3
IVW iShares S&P 500 Growth ETF 3.7 18 62 4.2 +5.8
SPYG SPDR Portfolio S&P 500 Growth ETF 3.7 4 76 4.3 +6.0
VOOG Vanguard S&P 500 Growth ETF 3.7 10 70 4.3 +5.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 3.6 7 73 5.1 +6.7
FTC First Trust Large Cap Growth AlphaDEX Fund 3.6 59 21 2.9 +4.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.6 65 15 3.5 +5.1
BKLC BNY Mellon US Large Cap Core Equity ETF 3.6 0 80 5.2 +6.8
USMV iShares MSCI USA Min Vol Factor ETF 3.6 15 65 5.6 +7.2
SPXE ProShares S&P 500 Ex-Energy ETF 3.6 9 71 5.1 +6.7
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 3.6 65 15 3.8 +5.4
VBK Vanguard Small-Cap Growth ETF 3.6 7 73 2.0 +3.6
XPH SPDR S&P Pharmaceuticals ETF 3.6 35 45 5.6 +7.2
FDRR Fidelity Dividend ETF for Rising Rates 3.6 15 65 7.7 +9.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 3.6 35 45 6.2 +7.8
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.6 29 51 6.1 +7.8
FMTM MarketDesk Focused U.S. Momentum ETF 3.6 45 35 5.1 +6.8
QLV FlexShares US Quality Low Volatility Index Fund 3.6 22 58 5.7 +7.3
IWY iShares Russell Top 200 Growth ETF 3.6 20 60 4.7 +6.4
LRND IQ U.S. Large Cap R&D Leaders ETF 3.6 14 66 5.9 +7.6
IPDP Dividend Performers ETF 3.6 122 -42 5.0 +6.6
FDLO Fidelity Low Volatility Factor ETF 3.5 15 65 5.5 +7.2
SHE SPDR MSCI USA Gender Diversity ETF 3.5 20 60 5.1 +6.8
VTWG Vanguard Russell 2000 Growth ETF 3.5 15 65 1.5 +3.1
VOTE TCW Transform 500 ETF 3.5 5 75 5.2 +6.8
IUSG iShares Core S&P U.S. Growth ETF 3.5 4 76 4.4 +6.0
TMFM Motley Fool Mid-Cap Growth ETF 3.5 85 -5 3.8 +5.4
IWO iShares Russell 2000 Growth ETF 3.5 24 56 1.5 +3.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3.5 11 69 5.2 +6.8
FBT First Trust NYSE Arca Biotechnology Index Fund 3.5 56 24 5.7 +7.3
RPG Invesco S&P 500 Pure Growth ETF 3.5 35 45 3.5 +5.1
IWF iShares Russell 1000 Growth ETF 3.5 19 61 4.6 +6.2
VONG Vanguard Russell 1000 Growth ETF 3.5 8 72 4.7 +6.3
RTH VanEck Retail ETF 3.5 35 45 5.3 +7.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 3.4 2 78 5.2 +6.8
STXG Strive 1000 Growth ETF 3.4 18 62 4.1 +5.7
NULC Nuveen ESG Large-Cap ETF 3.4 21 59 5.0 +6.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 3.4 18 62 5.7 +7.3
ESGV Vanguard ESG U.S. Stock ETF 3.4 9 71 5.0 +6.6
TMFC Motley Fool 100 Index ETF 3.4 50 30 3.7 +5.3
RUNN Running Oak Efficient Growth ETF 3.4 58 22 4.9 +6.5
LRGC AB US Large Cap Strategic Equities ETF 3.4 48 32 4.8 +6.4
FELV Fidelity Enhanced Large Cap Value ETF 3.4 18 62 7.0 +8.6
FESM Fidelity Enhanced Small Cap ETF 3.4 28 52 8.2 +9.9
KOCG FIS Knights of Columbus Global Belief ETF 3.3 75 5 5.1 +6.8
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 3.3 60 20 4.6 +6.2
NZUS SPDR MSCI USA Climate Paris Aligned ETF 3.3 10 70 4.5 +6.1
GQQQ Astoria US Quality Growth Kings ETF 3.3 35 45 5.0 +6.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 3.3 30 50 7.0 +8.6
LST Leuthold Select Industries ETF 3.2 91 -11 5.7 +7.3
DSPY Tema S&P 500 Historical Weight ETF 3.2 18 62 5.4 +7.0
RPV Invesco S&P 500 Pure Value ETF 3.2 35 45 11.1 +12.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 3.2 10 70 5.2 +6.8
DVND Touchstone Dividend Select ETF 3.2 67 13 6.1 +7.7
MTUM iShares MSCI USA Momentum Factor ETF 3.2 15 65 3.6 +5.2
CHGX AXS Change Finance ESG ETF 3.2 49 31 5.1 +6.7
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 3.2 15 65 6.4 +8.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 3.1 19 61 6.6 +8.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3.1 9 71 5.5 +7.1
XVV iShares ESG Screened S&P 500 ETF 3.1 8 72 5.1 +6.7
ACVF American Conservative Values ETF 3.1 75 5 4.5 +6.2
MGC Vanguard Mega Cap ETF 3.1 7 73 4.9 +6.6
EPS WisdomTree U.S. LargeCap Fund 3.1 8 72 6.1 +7.7
SPVM Invesco S&P 500 Value with Momentum ETF 3.1 39 41 8.7 +10.3
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.1 35 45 4.4 +6.0
STRV Strive 500 ETF 3.1 5 75 5.1 +6.7
FELC Fidelity Enhanced Large Cap Core ETF 3.1 18 62 5.5 +7.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 3.0 8 72 5.3 +6.9
KLMN Invesco MSCI North America Climate ETF 3.0 9 71 5.3 +6.9
TOV JLens 500 Jewish Advocacy U.S. ETF 3.0 18 62 5.0 +6.6
AUSF Global X Adaptive U.S. Factor ETF 3.0 27 53 9.5 +11.1
VV Vanguard Large-Cap ETF 3.0 4 76 5.1 +6.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.0 29 51 4.5 +6.1
BUZZ VanEck Social Sentiment ETF 3.0 75 5 -0.2 +1.4
CATH Global X S&P 500 Catholic Values Custom ETF 3.0 29 51 5.0 +6.7
IWL iShares Russell Top 200 ETF 3.0 15 65 4.9 +6.5
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.0 58 22 4.1 +5.8
JHML John Hancock Multifactor Large Cap ETF 3.0 29 51 5.6 +7.3
VFLO VictoryShares Free Cash Flow ETF 3.0 39 41 11.2 +12.8
OEF iShares S&P 100 ETF 3.0 20 60 4.9 +6.5
DFSU Dimensional US Sustainability Core 1 ETF 3.0 18 62 5.7 +7.3
FELG Fidelity Enhanced Large Cap Growth ETF 2.9 18 62 5.0 +6.6
YLDE ClearBridge Dividend Strategy ESG ETF 2.9 60 20 5.9 +7.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.9 10 70 4.6 +6.2
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.9 20 60 5.0 +6.6
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 2.9 12 68 5.7 +7.3
PBUS Invesco MSCI USA ETF 2.9 4 76 5.2 +6.8
LOWV AB US Low Volatility Equity ETF 2.9 48 32 5.3 +6.9
ILCB iShares Morningstar U.S. Equity ETF 2.9 3 77 5.2 +6.8
KOMP SPDR S&P Kensho New Economies Composite ETF 2.9 20 60 3.6 +5.2
ESGU iShares ESG Aware MSCI USA ETF 2.9 15 65 5.1 +6.7
VOO Vanguard S&P 500 ETF 2.9 3 77 5.3 +6.9
IVV iShares Core S&P 500 ETF 2.9 3 77 5.3 +6.9
SPLG SPDR Portfolio S&P 500 ETF 2.9 2 78 5.3 +6.9
XLG Invesco S&P 500 Top 50 ETF 2.8 20 60 4.7 +6.4
SPY SPDR S&P 500 ETF Trust 2.8 9 71 5.2 +6.8
APUE ActivePassive U.S. Equity ETF 2.8 45 35 5.0 +6.6
VTI Vanguard Total Stock Market ETF 2.8 3 77 5.2 +6.8
IWX iShares Russell Top 200 Value ETF 2.8 20 60 6.5 +8.1
CGDG Capital Group Dividend Growers ETF 2.8 47 33 6.3 +7.9
DFUS Dimensional U.S. Equity ETF 2.8 9 71 5.1 +6.8
DEUS Xtrackers Russell US Multifactor ETF 2.8 17 63 7.1 +8.8
GSPY Gotham Enhanced 500 ETF 2.8 50 30 5.6 +7.2
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 2.8 39 41 3.9 +5.5
IYY iShares Dow Jones U.S. ETF 2.8 20 60 5.1 +6.7
IWB iShares Russell 1000 ETF 2.8 15 65 5.2 +6.8
VONE Vanguard Russell 1000 ETF 2.8 8 72 5.2 +6.8
SCHX Schwab U.S. Large-Cap ETF 2.8 3 77 5.3 +6.9
TIME Clockwise Core Equity & Innovation ETF 2.8 95 -15 2.8 +4.4
QWLD SPDR MSCI World StrategicFactors ETF 2.8 30 50 6.2 +7.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.8 25 55 6.1 +7.7
SCHK Schwab 1000 Index ETF 2.8 5 75 5.3 +6.9
IWV iShares Russell 3000 ETF 2.8 20 60 5.1 +6.7
GVUS Marketbeta Russell 1000 Value Equity ETF 2.8 12 68 6.8 +8.4
RVRB Reverb ETF 2.7 30 50 4.9 +6.5
VTHR Vanguard Russell 3000 ETF 2.7 10 70 5.2 +6.8
AIEQ AI Powered Equity ETF 2.7 75 5 5.4 +7.0
JHSC John Hancock Multifactor Small Cap ETF 2.7 42 38 7.2 +8.8
EGUS iShares ESG Aware MSCI USA Growth ETF 2.7 18 62 4.3 +5.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.7 3 77 5.2 +6.8
PTL Inspire 500 ETF 2.7 9 71 5.6 +7.2
SXQG ETC 6 Meridian Quality Growth ETF 2.7 100 -20 4.5 +6.1
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.7 35 45 6.2 +7.8
KOKU Xtrackers MSCI Kokusai Equity ETF 2.7 9 71 5.4 +7.0
DFLV Dimensional US Large Cap Value ETF 2.7 22 58 8.4 +10.0
IUS Invesco RAFI Strategic US ETF 2.7 19 61 7.0 +8.6
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.7 3 77 5.5 +7.1
IMCG iShares Morningstar Mid-Cap Growth ETF 2.7 6 74 4.2 +5.8
SUSL iShares ESG MSCI USA Leaders ETF 2.7 10 70 5.2 +6.8
SCHB Schwab U.S. Broad Market ETF 2.7 3 77 5.3 +6.9
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.7 40 40 3.9 +5.5
ONEV SPDR Russell 1000 Low Volatility Focus ETF 2.7 20 60 7.8 +9.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.7 12 68 4.8 +6.4
HLGE Hartford Longevity Economy ETF 2.7 44 36 6.5 +8.2
PWB Invesco Large Cap Growth ETF 2.6 56 24 2.9 +4.5
GVLU Gotham 1000 Value ETF 2.6 50 30 9.3 +11.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.6 64 16 2.4 +4.0
PBE Invesco Biotechnology & Genome ETF 2.6 58 22 2.3 +3.9
GLBL Pacer MSCI World Industry Advantage ETF 2.6 65 15 4.5 +6.1
FLV American Century Focused Large Cap Value ETF 2.6 42 38 6.9 +8.5
GRPM Invesco S&P MidCap 400 GARP ETF 2.6 35 45 9.8 +11.5
DGRO iShares Core Dividend Growth ETF 2.6 8 72 6.7 +8.3
JEPI JPMorgan Equity Premium Income ETF 2.6 35 45 5.7 +7.3
VOE Vanguard Mid-Cap Value ETF 2.6 7 73 7.9 +9.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.6 14 66 5.2 +6.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.6 25 55 6.0 +7.6
JSTC Adasina Social Justice All Cap Global ETF 2.5 89 -9 4.5 +6.2
ACWV iShares MSCI Global Min Vol Factor ETF 2.5 20 60 5.8 +7.5
OALC OneAscent Large Cap Core ETF 2.5 86 -6 4.4 +6.0
DSTL Distillate US Fundamental Stability & Value ETF 2.5 39 41 8.6 +10.3
LGRO Level Four Large Cap Growth Active ETF 2.5 55 25 4.0 +5.6
ETHO Etho Climate Leadership U.S. ETF 2.5 47 33 5.8 +7.5
RAYD Rayliant Quantitative Developed Market Equity ETF 2.5 80 0 4.6 +6.3
EQWL Invesco S&P 100 Equal Weight ETF 2.5 25 55 6.2 +7.9
DFAU Dimensional US Core Equity Market ETF 2.5 12 68 5.4 +7.0
HLAL Wahed FTSE USA Shariah ETF 2.5 50 30 5.1 +6.8
INRO iShares U.S. Industry Rotation Active ETF 2.5 42 38 5.0 +6.6
SPMO Invesco S&P 500 Momentum ETF 2.5 13 67 3.8 +5.5
BRIF FIS Bright Portfolios Focused Equity ETF 2.5 65 15 4.7 +6.4
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.5 35 45 5.5 +7.1
DFUV Dimensional US Marketwide Value ETF 2.4 22 58 8.2 +9.8
BIBL Inspire 100 ETF 2.4 35 45 5.5 +7.1
IQM Franklin Intelligent Machines ETF 2.4 50 30 2.3 +3.9
NBDS Neuberger Berman Disrupters ETF 2.4 55 25 0.8 +2.5
FBOT Fidelity Disruptive Automation ETF 2.4 50 30 3.9 +5.5
BOTZ Global X Robotics & Artificial Intelligence ETF 2.4 69 11 2.5 +4.2
IGPT Invesco AI and Next Gen Software ETF 2.4 60 20 5.0 +6.6
PRAY FIS Christian Stock Fund 2.4 69 11 5.5 +7.1
GRNY Fundstrat Granny Shots US Large Cap ETF 2.4 75 5 3.4 +5.0
NANC Unusual Whales Subversive Democratic Trading ETF 2.4 75 5 3.9 +5.6
VO Vanguard Mid-Cap ETF 2.4 4 76 6.0 +7.6
KRMA Global X Conscious Companies ETF 2.4 43 37 6.0 +7.7
DCOR Dimensional US Core Equity 1 ETF 2.4 14 66 5.7 +7.3
FBCV Fidelity Blue Chip Value ETF 2.4 59 21 7.6 +9.2
ROUS Hartford Multifactor US Equity ETF 2.4 19 61 7.3 +9.0
FEGE First Eagle Global Equity ETF 2.4 79 1 7.2 +8.8
MGRO VanEck Morningstar Wide Moat Growth ETF 2.4 49 31 4.6 +6.2
EIRL iShares MSCI Ireland ETF 2.3 50 30 8.4 +10.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.3 15 65 6.3 +7.9
FQAL Fidelity Quality Factor ETF 2.3 15 65 5.8 +7.5
FFTY Innovator IBD 50 ETF 2.3 80 0 -0.4 +1.3
SCHM Schwab U.S. Mid-Cap ETF 2.3 4 76 7.1 +8.7
VTWO Vanguard Russell 2000 ETF 2.3 10 70 4.9 +6.5
PSCH Invesco S&P SmallCap Health Care ETF 2.3 29 51 4.4 +6.1
IWM iShares Russell 2000 ETF 2.3 19 61 4.9 +6.5
SIZE iShares MSCI USA Size Factor ETF 2.3 15 65 6.1 +7.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.3 52 28 5.6 +7.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.3 58 22 5.6 +7.2
HDUS Hartford Disciplined US Equity ETF 2.3 19 61 6.0 +7.6
RSSL Global X Russell 2000 ETF 2.3 8 72 4.8 +6.5
EUSA iShares MSCI USA Equal Weighted ETF 2.2 9 71 6.3 +7.9
ADME Aptus Drawdown Managed Equity ETF 2.2 79 1 4.3 +5.9
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.2 60 20 7.4 +9.0
TOK iShares MSCI Kokusai ETF 2.2 26 54 5.3 +6.9
ESGG FlexShares STOXX Global ESG Select Index Fund 2.2 42 38 5.6 +7.3
ISCG iShares Morningstar Small-Cap Growth ETF 2.2 6 74 3.0 +4.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.2 7 73 6.5 +8.2
DLN WisdomTree U.S. LargeCap Dividend Fund 2.2 28 52 6.2 +7.9
VOT Vanguard Mid-Cap Growth ETF 2.2 7 73 3.7 +5.3
VUSE Vident U.S. Equity Strategy ETF 2.2 50 30 4.6 +6.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.2 9 71 6.3 +8.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.2 4 76 6.5 +8.1
FTGS First Trust Growth Strength ETF 2.2 60 20 5.1 +6.8
ONEO SPDR Russell 1000 Momentum Focus ETF 2.2 20 60 7.2 +8.8
MOAT VanEck Morningstar Wide Moat ETF 2.2 46 34 6.0 +7.6
ULVM VictoryShares US Value Momentum ETF 2.2 20 60 7.6 +9.2
LRGF iShares U.S. Equity Factor ETF 2.2 8 72 5.8 +7.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.1 12 68 5.3 +7.0
VSDA VictoryShares Dividend Accelerator ETF 2.1 35 45 7.2 +8.8
EVUS iShares ESG Aware MSCI USA Value ETF 2.1 18 62 7.1 +8.7
PCGG Polen Capital Global Growth ETF 2.1 85 -5 3.7 +5.3
VEGN US Vegan Climate ETF 2.1 60 20 4.7 +6.3
USMF WisdomTree U.S. Multifactor Fund 2.1 28 52 6.8 +8.4
HAPS Harbor Human Capital Factor US Small Cap ETF 2.1 60 20 4.4 +6.0
NUMG Nuveen ESG Mid-Cap Growth ETF 2.1 31 49 2.6 +4.2
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.1 39 41 3.7 +5.4
CSMD Congress SMid Growth ETF 2.1 69 11 4.1 +5.7
FEX First Trust Large Cap Core AlphaDEX Fund 2.1 59 21 6.3 +7.9
WOMN Impact Shares YWCA Women's Empowerment ETF 2.1 75 5 5.4 +7.0
IMCB iShares Morningstar Mid-Cap ETF 2.1 4 76 6.3 +7.9
URTH iShares MSCI World ETF 2.1 24 56 5.4 +7.0
JGRW Jensen Quality Growth ETF 2.1 57 23 4.6 +6.2
RSMC Rockefeller U.S. Small-Mid Cap ETF 2.1 75 5 5.1 +6.7
VONV Vanguard Russell 1000 Value ETF 2.1 8 72 6.8 +8.5
IWD iShares Russell 1000 Value ETF 2.1 19 61 6.7 +8.3
IWR iShares Russell Midcap ETF 2.1 19 61 6.1 +7.7
VTV Vanguard Value ETF 2.1 4 76 7.2 +8.8
CFA VictoryShares US 500 Volatility Wtd ETF 2.1 35 45 6.1 +7.7
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.1 40 40 6.0 +7.6
KLMT Invesco MSCI Global Climate 500 ETF 2.1 10 70 6.0 +7.7
DFAC Dimensional U.S. Core Equity 2 ETF 2.1 17 63 5.9 +7.5
MOTE VanEck Morningstar ESG Moat ETF 2.1 49 31 5.9 +7.5
INCE Franklin Income Equity Focus ETF 2.1 29 51 5.8 +7.4
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 2.0 79 1 5.2 +6.8
WTV WisdomTree US Value Fund of Benef Interest 2.0 12 68 9.5 +11.1
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 2.0 60 20 4.1 +5.7
SMRI Bushido Capital US Equity ETF 2.0 71 9 9.8 +11.4
FYC First Trust Small Cap Growth AlphaDEX Fund 2.0 71 9 0.5 +2.2
EDOW First Trust Dow 30 Equal Weight ETF 2.0 50 30 5.3 +7.0
FPAG FPA Global Equity ETF 2.0 49 31 6.1 +7.7
FLRG Fidelity U.S. Multifactor ETF 2.0 15 65 7.1 +8.7
VLU SPDR S&P 1500 Value Tilt ETF 2.0 12 68 7.9 +9.6
ACSI American Customer Satisfaction ETF 2.0 65 15 4.9 +6.6
QLC FlexShares US Quality Large Cap Index Fund 2.0 25 55 5.8 +7.4
MGV Vanguard Mega Cap Value ETF 2.0 7 73 6.9 +8.5
VOOV Vanguard S&P 500 Value ETF 2.0 10 70 6.6 +8.2
TMAT Main Thematic Innovation ETF 2.0 164 -84 -1.5 +0.1
RSP Invesco S&P 500 Equal Weight ETF 2.0 20 60 6.7 +8.3
IVE iShares S&P 500 Value ETF 2.0 18 62 6.5 +8.1
XT iShares Exponential Technologies ETF 2.0 46 34 5.7 +7.3
SPYV SPDR Portfolio S&P 500 Value ETF 2.0 4 76 6.6 +8.3
DTD WisdomTree U.S. Total Dividend Fund 2.0 28 52 6.6 +8.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.0 30 50 4.8 +6.4
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.9 7 73 7.7 +9.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.9 18 62 7.9 +9.5
QVML Invesco S&P 500 QVM Multi-factor ETF 1.9 11 69 5.3 +7.0
IOO iShares Global 100 ETF 1.9 41 39 5.2 +6.8
NUMV Nuveen ESG Mid-Cap Value ETF 1.9 31 49 7.2 +8.8
SPVU Invesco S&P 500 Enhanced Value ETF 1.9 13 67 10.5 +12.1
VYM Vanguard High Dividend Yield Index ETF 1.9 6 74 7.5 +9.1
AVUS Avantis U.S. Equity ETF 1.9 15 65 6.2 +7.8
IUSV iShares Core S&P US Value ETF 1.9 4 76 6.8 +8.4
ACWI iShares MSCI ACWI ETF 1.9 32 48 5.9 +7.5
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.9 15 65 7.7 +9.3
ILCV iShares Morningstar Value ETF 1.9 4 76 6.9 +8.5
AVSU Avantis Responsible U.S. Equity ETF 1.9 15 65 6.4 +8.0
MVAL VanEck Morningstar Wide Moat Value ETF 1.9 49 31 6.7 +8.4
IBOT Vaneck Robotics ETF 1.9 47 33 4.8 +6.4
SPMV Invesco S&P 500 Minimum Variance ETF 1.9 10 70 5.4 +7.0
OUSA ALPS O'Shares U.S. Quality Dividend ETF 1.9 48 32 6.1 +7.7
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.9 49 31 9.8 +11.4
ITAN Sparkline Intangible Value ETF 1.9 50 30 6.6 +8.3
JHDV John Hancock U.S. High Dividend ETF 1.8 34 46 7.0 +8.6
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.8 45 35 3.1 +4.7
VXF Vanguard Extended Market ETF 1.8 6 74 5.1 +6.7
ARKG ARK Genomic Revolution ETF 1.8 75 5 0.0 +1.6
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 1.8 49 31 3.9 +5.5
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.8 43 37 6.5 +8.1
PRF Invesco FTSE RAFI US 1000 ETF 1.8 39 41 7.2 +8.8
QTOP iShares Nasdaq Top 30 Stocks ETF 1.8 20 60 4.5 +6.1
QQMG Invesco ESG NASDAQ 100 ETF 1.8 20 60 4.3 +6.0
EMOT First Trust S&P 500 Economic Moat ETF 1.8 60 20 7.1 +8.7
RAFE PIMCO RAFI ESG U.S. ETF 1.8 29 51 7.6 +9.2
JHMM John Hancock Multifactor Mid Cap ETF 1.8 42 38 6.7 +8.3
GOP Unusual Whales Subversive Republican Trading ETF 1.8 50 30 6.2 +7.8
FCPI Fidelity Stocks for Inflation ETF 1.8 15 65 7.7 +9.3
ROBO ROBO Global Robotics & Automation Index ETF 1.8 95 -15 3.9 +5.5
WRND IQ Global Equity R&D Leaders ETF 1.7 18 62 8.9 +10.5
VT Vanguard Total World Stock ETF 1.7 7 73 6.2 +7.8
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.7 70 10 4.7 +6.3
TAX Cambria Tax Aware ETF 1.7 49 31 5.3 +6.9
BFOR ALPS Barron's 400 ETF 1.7 65 15 6.2 +7.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.7 20 60 6.0 +7.6
SMOT VanEck Morningstar SMID Moat ETF 1.7 49 31 7.1 +8.7
KURE KraneShares MSCI All China Health Care Index ETF 1.7 65 15 3.1 +4.7
NULV Nuveen ESG Large-Cap Value ETF 1.7 26 54 6.5 +8.1
LFSC F/m Emerald Life Sciences Innovation ETF 1.7 79 1 0.0 +1.6
TMFX Motley Fool Next Index ETF 1.6 50 30 2.9 +4.5
QNXT iShares Nasdaq-100 ex Top 30 ETF 1.6 20 60 4.4 +6.0
FLDZ RiverNorth Patriot ETF 1.6 75 5 6.0 +7.6
SDY SPDR S&P Dividend ETF 1.6 35 45 6.7 +8.3
QQQM Invesco NASDAQ 100 ETF 1.6 15 65 4.4 +6.0
QQQ Invesco QQQ Trust Series I 1.6 20 60 4.3 +5.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.6 65 15 3.3 +4.9
SUSA iShares MSCI USA ESG Select ETF 1.6 25 55 5.0 +6.6
XSMO Invesco S&P SmallCap Momentum ETF 1.6 39 41 5.9 +7.5
SHUS Syntax Stratified U.S. Total Market Hedged ETF 1.6 65 15 6.6 +8.2
SSPY Syntax Stratified LargeCap ETF 1.6 30 50 6.9 +8.5
KNO AXS Knowledge Leaders ETF 1.6 78 2 6.1 +7.8
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 1.6 5 75 8.3 +9.9
VB Vanguard Small-Cap ETF 1.6 5 75 6.5 +8.2
FSMD Fidelity Small-Mid Multifactor ETF 1.6 15 65 7.5 +9.1
STXV Strive 1000 Value ETF 1.6 18 62 8.4 +10.0
AADR AdvisorShares Dorsey Wright ADR ETF 1.6 110 -30 5.1 +6.7
IZRL ARK Israel Innovative Technology ETF 1.6 49 31 1.2 +2.8
ISRA VanEck Israel ETF 1.6 59 21 7.3 +8.9
EIS iShares MSCI Israel ETF 1.6 58 22 8.0 +9.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.6 9 71 6.1 +7.7
CRTC Xtrackers US National Critical Technologies ETF 1.6 35 45 5.1 +6.7
TMDV ProShares Russell US Dividend Growers ETF 1.5 35 45 6.5 +8.1
VNSE Natixis Vaughan Nelson Select ETF 1.5 80 0 5.1 +6.7
WCEO Hypatia Women CEO ETF 1.5 85 -5 5.0 +6.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.5 20 60 6.8 +8.4
FFND Future Fund Active ETF 1.5 100 -20 4.6 +6.2
CWS AdvisorShares Focused Equity ETF 1.5 84 -4 4.9 +6.5
PAWZ ProShares Pet Care ETF 1.5 50 30 3.6 +5.2
PWV Invesco Large Cap Value ETF 1.5 55 25 7.6 +9.3
IYK iShares U.S. Consumer Staples ETF 1.5 40 40 6.0 +7.6
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.5 20 60 6.2 +7.8
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.5 60 20 8.0 +9.6
DFVX Dimensional US Large Cap Vector ETF 1.5 22 58 6.5 +8.2
AOTG AOT Growth and Innovation ETF 1.5 75 5 2.1 +3.7
SPHB Invesco S&P 500 High Beta ETF 1.5 25 55 5.0 +6.7
ONEY SPDR Russell 1000 Yield Focus ETF 1.5 20 60 10.0 +11.6
JGLO JPMorgan Global Select Equity ETF 1.5 33 47 5.2 +6.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.5 17 63 6.3 +7.9
ARKK ARK Innovation ETF 1.5 75 5 -2.9 -1.3
NACP Impact Shares NAACP Minority Empowerment ETF 1.5 49 31 5.1 +6.7
IMCV iShares Morningstar Mid-Cap Value ETF 1.5 6 74 8.6 +10.2
ONEQ Fidelity Nasdaq Composite Index ETF 1.5 21 59 4.1 +5.7
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.5 50 30 8.5 +10.2
FVAL Fidelity Value Factor ETF 1.4 15 65 7.3 +8.9
SIXL ETC 6 Meridian Low Beta Equity ETF 1.4 80 0 6.2 +7.8
MOTG VanEck Morningstar Global Wide Moat ETF 1.4 52 28 6.8 +8.4
NIXT Research Affiliates Deletions ETF 1.4 9 71 6.0 +7.6
VSLU Applied Finance Valuation Large Cap ETF 1.4 49 31 5.8 +7.5
STXK Strive Small-Cap ETF 1.4 18 62 6.6 +8.2
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.4 49 31 4.8 +6.5
ISCB iShares Morningstar Small-Cap ETF 1.4 4 76 6.5 +8.1
SMLF iShares U.S. SmallCap Equity Factor ETF 1.4 15 65 6.7 +8.3
PSET Principal Quality ETF 1.4 15 65 5.6 +7.2
QVAL Alpha Architect US Quantitative Value ETF 1.3 39 41 10.5 +12.1
GLOF iShares Global Equity Factor ETF 1.3 20 60 6.9 +8.5
STXM Strive Mid-Cap ETF 1.3 18 62 6.6 +8.3
EQAL Invesco Russell 1000 Equal Weight ETF 1.3 20 60 7.3 +8.9
FNDX Schwab Fundamental US Large Co. Index ETF 1.3 25 55 7.5 +9.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.3 70 10 3.0 +4.6
RNSC Furst Trust Small Cap US Equity Select ETF 1.3 60 20 6.1 +7.7
ABEQ Absolute Select Value ETF 1.3 85 -5 4.7 +6.4
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 1.3 75 5 5.9 +7.5
CSD Invesco S&P Spin-Off ETF 1.3 65 15 6.9 +8.5
SFYX SoFi Next 500 ETF 1.3 0 80 6.0 +7.6
RECS Columbia Research Enhanced Core ETF 1.3 15 65 6.2 +7.8
FNDB Schwab Fundamental US Broad Market Index ETF 1.3 25 55 7.6 +9.2
PSC Principal U.S. Small-Cap ETF 1.3 38 42 7.2 +8.8
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 0 7.0 +8.6
SCHV Schwab U.S. Large-Cap Value ETF 1.3 4 76 7.0 +8.6
SCHA Schwab U.S. Small-Cap ETF 1.3 4 76 6.7 +8.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.3 25 55 8.4 +10.0
RFFC ALPS Active Equity Opportunity ETF 1.2 48 32 4.7 +6.3
TPHD Timothy Plan High Dividend Stock ETF 1.2 52 28 7.2 +8.8
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.2 54 26 7.4 +9.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.2 24 56 8.3 +9.9
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.2 60 20 2.2 +3.8
LIVR Intelligent Livermore ETF 1.2 69 11 6.5 +8.1
FSCS First Trust SMID Capital Strength ETF 1.2 60 20 7.1 +8.7
FUNL CornerCap Fundametrics Large-Cap ETF 1.2 50 30 7.6 +9.2
BOUT Innovator IBD Breakout Opportunities ETF 1.2 81 -1 3.1 +4.7
JVAL JPMorgan U.S. Value Factor ETF 1.2 12 68 8.8 +10.4
NUSC Nuveen ESG Small-Cap ETF 1.2 31 49 5.8 +7.4
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.2 9 71 5.0 +6.6
SDG iShares MSCI Global Sustainable Development Goals ETF 1.2 49 31 6.4 +8.0
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.1 75 5 7.6 +9.2
FMDE Fidelity Enhanced Mid Cap ETF 1.1 23 57 6.1 +7.7
AFSM First Trust Active Factor Small Cap ETF 1.1 75 5 7.8 +9.5
AFLG First Trust Active Factor Large Cap ETF 1.1 55 25 6.3 +8.0
BKSE BNY Mellon US Small Cap Core Equity ETF 1.1 4 76 6.5 +8.1
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.1 35 45 10.0 +11.6
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.1 30 50 8.5 +10.1
GINX SGI Enhanced Global Income ETF 1.1 98 -18 7.4 +9.0
REVS Columbia Research Enhanced Value ETF 1.1 19 61 8.1 +9.7
ARKQ ARK Autonomous Technology & Robotics ETF 1.1 75 5 0.5 +2.2
LVOL American Century Low Volatility ETF 1.0 29 51 4.9 +6.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.0 24 56 8.4 +10.1
XJH iShares ESG Screened S&P Mid-Cap ETF 1.0 12 68 7.5 +9.2
LEAD Siren DIVCON Leaders Dividend ETF 1.0 43 37 4.4 +6.0
FPXE First Trust IPOX Europe Equity Opportunities ETF 1.0 70 10 4.8 +6.4
FYX First Trust Small Cap Core AlphaDEX Fund 1.0 61 19 6.8 +8.4
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.0 35 45 7.3 +8.9
VAMO Cambria Value & Momentum ETF 1.0 61 19 6.8 +8.4
IJK iShares S&P Mid-Cap 400 Growth ETF 1.0 17 63 6.2 +7.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.0 15 65 8.4 +10.0
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.0 56 24 6.5 +8.1
VTWV Vanguard Russell 2000 Value ETF 1.0 15 65 8.4 +10.0
IWN iShares Russell 2000 Value ETF 1.0 24 56 8.4 +10.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.9 15 65 6.2 +7.8
QQQS Invesco NASDAQ Future Gen 200 ETF 0.9 20 60 -3.7 -2.1
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.9 15 65 6.2 +7.8
MDY SPDR S&P Midcap 400 ETF Trust 0.9 24 56 7.7 +9.3
IJH iShares Core S&P Mid-Cap ETF 0.9 5 75 7.9 +9.5
SPHQ Invesco S&P 500 Quality ETF 0.9 15 65 5.2 +6.8
WLDR Affinity World Leaders Equity ETF 0.9 67 13 7.8 +9.4
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.9 55 25 11.0 +12.6
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.9 3 77 7.9 +9.5
IVOO Vanguard S&P Mid-Cap 400 ETF 0.9 10 70 7.8 +9.4
IJJ iShares S&P Mid-Cap 400 Value ETF 0.9 18 62 9.5 +11.1
BLES Inspire Global Hope ETF 0.9 61 19 7.0 +8.6
VFMF Vanguard U.S. Multifactor ETF 0.9 18 62 8.4 +10.1
OPTZ Optimize Strategy Index ETF 0.9 50 30 5.3 +6.9
MDYV SPDR S&P 400 Mid Cap Value ETF 0.9 15 65 9.5 +11.1
IJT iShares S&P Small-Cap 600 Growth ETF 0.8 18 62 5.9 +7.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.8 15 65 9.5 +11.2
FPX First Trust US Equity Opportunities ETF 0.8 61 19 1.1 +2.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.8 9 71 4.8 +6.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.8 15 65 7.8 +9.4
VFQY Vanguard U.S. Quality Factor ETF 0.8 13 67 6.6 +8.2
FNDA Schwab Fundamental US Small Co. Index ETF 0.8 25 55 8.5 +10.1
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.8 15 65 5.9 +7.6
IBRN iShares Neuroscience and Healthcare ETF 0.8 47 33 0.0 +1.6
ISMD Inspire Small/Mid Cap ETF 0.8 54 26 6.4 +8.0
SLYG SPDR S&P 600 Small Cap Growth ETF 0.8 15 65 5.9 +7.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.8 39 41 6.9 +8.5
AFMC First Trust Active Factor Mid Cap ETF 0.8 65 15 9.0 +10.6
DGT SPDR Global Dow ETF 0.8 50 30 7.4 +9.1
EBI Longview Advantage ETF 0.8 35 45 7.0 +8.6
TOLL Tema Monopolies and Oligopolies ETF 0.7 75 5 3.8 +5.4
DFAS Dimensional U.S. Small Cap ETF 0.7 26 54 7.0 +8.6
XMHQ Invesco S&P MidCap Quality ETF 0.7 25 55 7.1 +8.7
DSI iShares MSCI KLD 400 Social ETF 0.7 25 55 5.1 +6.8
USCF Themes US Cash Flow Champions ETF 0.7 29 51 9.2 +10.8
FVD First Trust Value Line Dividend Index Fund 0.7 65 15 6.3 +7.9
CZA Invesco Zacks Mid-Cap ETF 0.7 72 8 6.6 +8.2
EZM WisdomTree U.S. MidCap Fund 0.7 38 42 9.7 +11.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.7 29 51 9.2 +10.8
IWS iShares Russell Mid-Cap Value ETF 0.7 23 57 7.1 +8.8
USXF iShares ESG Advanced MSCI USA ETF 0.6 10 70 4.9 +6.5
BUL Pacer US Cash Cows Growth ETF 0.6 60 20 6.4 +8.0
FNX First Trust Mid Cap Core AlphaDEX Fund 0.6 60 20 8.1 +9.7
AIVI WisdomTree International AI Enhanced Value Fund 0.6 58 22 7.3 +8.9
SMAP Amplify Small-Mid Cap Equity ETF 0.6 60 20 5.8 +7.4
NUDV Nuveen ESG Dividend ETF 0.6 26 54 7.6 +9.2
DWMF WisdomTree International Multifactor Fund 0.6 38 42 6.9 +8.5
ESIX SPDR S&P SmallCap 600 ESG ETF 0.6 12 68 8.9 +10.5
FDVV Fidelity High Dividend ETF 0.6 15 65 8.2 +9.8
ISCV iShares Morningstar Small Cap Value ETF 0.6 6 74 10.0 +11.6
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.6 20 60 5.8 +7.4
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.5 60 20 8.5 +10.1
IWC iShares Micro-Cap ETF 0.5 60 20 -0.7 +1.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.5 15 65 8.4 +10.0
IDNA iShares Genomics Immunology and Healthcare ETF 0.5 47 33 -2.0 -0.4
XJR iShares ESG Screened S&P Small-Cap ETF 0.5 12 68 7.9 +9.5
RCGE RockCreek Global Equality ETF 0.5 95 -15 6.4 +8.0
SMMD iShares Russell 2500 ETF 0.5 15 65 6.8 +8.4
COPY Tweedy, Browne Insider + Value ETF 0.5 80 0 12.5 +14.1
IJR iShares Core S&P Small Cap ETF 0.4 6 74 8.3 +9.9
IVLU iShares MSCI Intl Value Factor ETF 0.4 30 50 10.8 +12.4
VIOO Vanguard S&P Small-Cap 600 ETF 0.4 10 70 8.3 +9.9
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.4 3 77 8.3 +10.0
TPSC Timothy Plan US Small Cap Core ETF 0.4 52 28 7.3 +9.0
RWK Invesco S&P MidCap 400 Revenue ETF 0.4 39 41 10.1 +11.7
WWJD Inspire International ETF 0.4 80 0 7.3 +8.9
VFVA Vanguard U.S. Value Factor ETF 0.4 13 67 11.9 +13.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.4 35 45 4.4 +6.1
SAGP Strategas Global Policy Opportunities ETF 0.4 65 15 5.4 +7.1
AIQ Global X Artificial Intelligence & Technology ETF 0.4 68 12 4.3 +5.9
DFSV Dimensional US Small Cap Value ETF 0.4 31 49 11.2 +12.9
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.4 35 45 8.1 +9.7
DFAT Dimensional U.S. Targeted Value ETF 0.3 28 52 10.4 +12.0
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.3 25 55 12.2 +13.8
DFNV Donoghue Forlines Innovation ETF 0.3 69 11 4.5 +6.1
QDEF FlexShares Quality Dividend Defensive Index Fund 0.3 37 43 6.3 +7.9
QDF FlexShares Quality Dividend Index Fund 0.3 37 43 6.6 +8.2
ABFL Abacus FCF Leaders ETF 0.3 59 21 5.5 +7.1
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.3 35 45 6.8 +8.4
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.3 32 48 19.0 +20.6
CCMG CCM Global Equity ETF 0.3 34 46 8.9 +10.6
DIVG Invesco S&P 500 High Dividend Growers ETF 0.3 39 41 8.8 +10.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.3 39 41 6.2 +7.8
IMTM iShares MSCI Intl Momentum Factor ETF 0.3 30 50 5.4 +7.0
CZAR Themes Natural Monopoly ETF 0.2 35 45 5.7 +7.3
EFV iShares MSCI EAFE Value ETF 0.2 34 46 9.2 +10.9
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 65 8.2 +9.9
DIVB iShares Core Dividend ETF 0.2 5 75 8.0 +9.6
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.2 25 55 6.5 +8.1
VALQ American Century U.S. Quality Value ETF 0.2 29 51 7.9 +9.5
APIE ActivePassive International Equity ETF 0.2 45 35 7.6 +9.2
SPDW SPDR Portfolio Developed World ex-US ETF 0.2 3 77 7.2 +8.9
FTA First Trust Large Cap Value AlphaDEX Fund 0.2 59 21 9.6 +11.3
JQUA JPMorgan U.S. Quality Factor ETF 0.1 12 68 6.0 +7.6
VBR Vanguard Small Cap Value ETF 0.1 7 73 9.7 +11.3
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 55 7.2 +8.9
TXS Texas Capital Texas Equity Index ETF 0.1 49 31 5.9 +7.5
ISCF iShares International SmallCap Equity Factor ETF 0.1 23 57 8.5 +10.1
EFA iShares MSCI EAFE ETF 0.1 35 45 6.9 +8.5
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.1 36 44 6.7 +8.3
DIHP Dimensional International High Profitability ETF 0.1 29 51 7.2 +8.8
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.1 12 68 6.1 +7.8
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 41 6.8 +8.4
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 35 9.0 +10.6
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.1 12 68 7.7 +9.3
IEFA iShares Core MSCI EAFE ETF 0.1 7 73 7.2 +8.8
MCHI iShares MSCI China ETF 0.1 59 21 18.9 +20.5
LQPE PEO AlphaQuest Thematic PE ETF 0.1 125 -45 6.8 +8.4
IDEV iShares Core MSCI International Developed Markets ETF 0.1 4 76 7.2 +8.8
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 60 7.0 +8.7
FAB First Trust Multi Cap Value AlphaDEX Fund 0.1 67 13 10.9 +12.5
GXC SPDR S&P China ETF 0.1 59 21 17.5 +19.1
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 50 7.9 +9.5
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 34 46 7.9 +9.6
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.1 41 39 7.8 +9.4
BKIE BNY Mellon International Equity ETF 0.1 4 76 7.1 +8.8
AVSC Avantis U.S Small Cap Equity ETF 0.1 25 55 6.5 +8.1
IXUS iShares Core MSCI Total International Stock ETF 0.1 7 73 8.1 +9.7
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.1 30 50 10.2 +11.9
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.1 20 60 6.6 +8.2
AVDE Avantis International Equity ETF 0.1 23 57 7.7 +9.4
AVSD Avantis Responsible International Equity ETF 0.1 23 57 5.7 +7.3
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 55 10.9 +12.5
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.1 18 62 8.0 +9.6
BKF iShares MSCI BIC ETF 0.0 69 11 13.8 +15.4
DFSI Dimensional International Sustainability Core 1 ETF 0.0 24 56 6.5 +8.1
DFAI Dimensional International Core Equity Market ETF 0.0 18 62 7.3 +8.9
VLUE iShares MSCI USA Value Factor ETF 0.0 15 65 10.5 +12.1
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.0 20 60 6.4 +8.1
GMF SPDR S&P Emerging Asia Pacific ETF 0.0 49 31 10.1 +11.7
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 50 8.3 +9.9
EEMA iShares MSCI Emerging Markets Asia ETF 0.0 49 31 10.9 +12.5
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 14 10.5 +12.1
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.0 32 48 9.7 +11.3
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.0 70 10 9.9 +11.6
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.0 30 50 10.9 +12.5
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.0 39 41 10.3 +11.9
EEM iShares MSCI Emerging Markets ETF 0.0 69 11 10.8 +12.5
DFIC Dimensional International Core Equity 2 ETF 0.0 23 57 7.7 +9.3
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 71 11.0 +12.6
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 73 11.0 +12.6
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.0 49 31 7.3 +8.9
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 55 9.8 +11.4
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.0 30 50 7.0 +8.6

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

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 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 -11.0 %
Divided by: Fwd. P/BV 13.4 x
Less: Expense ratio 80 bp
Equals: ALTAR Score -1.6 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.36 CATEGORY
AVERAGE		 1.55
 
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.