Harbor Health Care ETF
ALTAR
Score™		 -1.4% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 271.5x P/Sales
ratio		 2.2x
P/BV
ratio		 15.2x Div.
yield		 2.2%


  • 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) $19
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) $117,286
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 27.0 %
ELI LILLY & CO 9.8 %
LEGEND BIOTECH CORPORATION SPONSOR 8.2 %
UNITEDHEALTH GROUP INC 5.3 %
DEXCOM INC 4.2 %
ALNYLAM PHARMACEUTICALS INC 3.1 %
INSULET CORP 2.9 %
RHYTHM PHARMACEUTICALS, INC. 2.7 %
MASIMO CORPORATION 2.5 %
OPTION CARE HEALTH INC 2.5 %
Total 68.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 68.0 %
DENMARK 27.0 %
IRELAND 2.2 %
ISRAEL 2.0 %
NETHERLANDS 1.5 %
SWITZERLAND 1.2 %





HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru September 30)
Year-to-date 1 year 5 years 10 years Since Incep.
15.1% 2.0% -- -- 14.0%

Market Correlations
versus... Beta R-squared
S&P500 0.86 43%
MSCI EAFE 0.79 44%
MSCI Emg. Mkts. 0.58 19%

Technical Indicators
Recent close $29.87
30d moving avg. $29.08
Annualized volatility 16.5%
Short interest (ETF) 0.2%
Relative strength (RSI) 61

Liquidity measures
Avg. volume (thou.) 4
Turnover 0.6%
Bid/Ask (% of price) 0.21%
ADV underlying (mns) $6,904

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 732 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™: -1.4%


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
(%)
FMED Fidelity Disruptive Medicine ETF 28.7 50 30 -1.1 +0.3
HRTS Tema Heart & Health ETF 26.4 75 5 1.2 +2.6
VHT Vanguard Health Care ETF 25.3 9 71 5.9 +7.3
IYH iShares U.S. Healthcare ETF 24.4 40 40 6.8 +8.2
FHLC Fidelity MSCI Health Care Index ETF 24.2 8 72 6.2 +7.6
GDOC Goldman Sachs Future Health Care Equity ETF 24.0 75 5 2.7 +4.1
XLV Health Care Select Sector SPDR Fund 23.3 8 72 7.6 +8.9
IXJ iShares Global Healthcare ETF 20.0 42 38 7.1 +8.5
BMED Future Health ETF 19.5 85 -5 0.4 +1.8
PINK Simplify Health Care ETF 19.3 50 30 0.9 +2.3
HTEC ROBO Global Healthcare Technology and Innovation ETF 16.2 68 12 2.2 +3.6
XHE SPDR S&P Health Care Equipment ETF 15.4 35 45 3.7 +5.1
RSPH Invesco S&P 500 Equal Weight Health Care ETF 15.0 40 40 8.1 +9.4
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 14.9 65 15 1.0 +2.4
IHI iShares U.S. Medical Devices ETF 14.0 40 40 4.1 +5.4
PTH Invesco Dorsey Wright Healthcare Momentum ETF 13.9 60 20 -2.3 -0.9
MEDX Horizon Kinetics Medical ETF 13.3 85 -5 1.8 +3.2
MDEV First Trust Indxx Medical Devices ETF 13.2 70 10 4.5 +5.9
PPH VanEck Pharmaceutical ETF 13.2 36 44 8.7 +10.1
HEAL Global X HealthTech ETF 12.8 50 30 -0.6 +0.8
BBP Virtus LifeSci Biotech Products ETF 12.7 79 1 -2.0 -0.7
SYNB Putnam BioRevolution ETF 12.7 70 10 2.9 +4.2
FDHT Fidelity Digital Health ETF 12.6 39 41 0.9 +2.3
HELX Franklin Genomic Advancements ETF 12.3 50 30 -0.3 +1.1
IBB iShares Biotechnology ETF 11.8 45 35 0.4 +1.8
OZEM Roundhill GLP-1 & Weight Loss ETF 11.8 59 21 0.4 +1.8
MID American Century Mid Cap Growth Impact ETF 11.8 45 35 3.2 +4.6
GNOM Global X Genomics & Biotechnology ETF 11.7 50 30 -1.0 +0.4
XBI SPDR S&P BIOTECH ETF 10.5 35 45 -2.1 -0.8
FXH First Trust Health Care AlphaDEX Fund 10.5 62 18 8.4 +9.8
IBBQ Invesco Nasdaq Biotechnology ETF 9.8 19 61 0.4 +1.7
IHE iShares U.S. Pharmaceuticals ETF 9.8 40 40 8.4 +9.8
THNR Amplify Weight Loss Drug & Treatment ETF 9.8 59 21 6.9 +8.3
BBH VanEck Biotech ETF 9.4 35 45 5.4 +6.8
CANC Tema Oncology ETF 9.3 75 5 -2.5 -1.2
AVIE Avantis  Inflation Focused Equity ETF 9.3 25 55 7.4 +8.8
XHS SPDR S&P Health Care Services ETF 9.3 35 45 3.0 +4.3
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 9.0 29 51 6.7 +8.1
WDNA WisdomTree BioRevolution Fund 8.9 45 35 -1.3 +0.1
FTXH First Trust Nasdaq Pharmaceuticals ETF 8.7 60 20 10.3 +11.7
RND First Trust Bloomberg R&D Leaders ETF 8.7 60 20 3.4 +4.8
RVER Trenchless Fund ETF 8.6 65 15 4.5 +5.8
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 8.6 60 20 7.6 +9.0
AGNG Global X Aging Population ETF 8.4 50 30 4.9 +6.3
QQQJ Invesco NASDAQ Next Gen 100 ETF 8.3 15 65 4.6 +6.0
HART IQ Healthy Hearts ETF 8.2 45 35 6.8 +8.2
QGRO American Century U.S. Quality Growth ETF 8.1 29 51 3.5 +4.9
FDMO Fidelity Momentum Factor ETF 7.8 15 65 3.5 +4.9
IWP iShares Russell Mid-Cap Growth ETF 7.8 23 57 3.6 +4.9
SBIO ALPS Medical Breakthroughs ETF 7.6 50 30 0.0 +1.4
GVIP Goldman Sachs Hedge Industry VIP ETF 7.5 45 35 3.1 +4.4
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 7.5 20 60 4.5 +5.9
DANA Dana Unconstrained Equity ETF 7.5 50 30 3.0 +4.4
FDG American Century Focused Dynamic Growth ETF 7.3 45 35 1.8 +3.2
GGRW Gabelli Growth Innovators ETF 7.3 90 -10 2.3 +3.6
CGGR Capital Group Growth ETF 7.2 39 41 3.0 +4.4
BGDV Bahl & Gaynor Dividend ETF 7.0 45 35 4.7 +6.1
USRD Themes US R&D Champions ETF 6.9 29 51 4.3 +5.7
SPVU Invesco S&P 500 Enhanced Value ETF 6.9 13 67 10.1 +11.5
HKND Humankind US Stock ETF 6.8 11 69 7.0 +8.3
BKWO BNY Mellon Women's Opportunities ETF 6.7 50 30 3.7 +5.1
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 6.5 65 15 3.6 +5.0
IHF iShares U.S. Healthcare Providers ETF 6.5 40 40 8.0 +9.4
AGRW Allspring LT Large Growth ETF 6.4 35 45 3.4 +4.7
BGIG Bahl & Gaynor Income Growth ETF 6.3 45 35 5.2 +6.6
ANEW ProShares MSCI Transformational Changes ETF 6.2 45 35 6.1 +7.5
SNPG Xtrackers S&P 500 Growth ESG ETF 6.2 15 65 4.4 +5.8
RWL Invesco S&P 500 Revenue ETF 6.1 39 41 6.7 +8.1
STXD Strive 1000 Dividend Growth ETF 6.1 35 45 4.8 +6.2
FFOG Franklin Focused Growth ETF 6.0 61 19 2.2 +3.6
ZECP Zacks Earnings Consistent Portfolio ETF 6.0 55 25 4.7 +6.1
QLTY GMO U.S. Quality ETF 6.0 50 30 4.5 +5.9
RJMG FT Raymond James Multicap Growth Equity ETF 5.9 85 -5 1.9 +3.3
POWA Invesco Bloomberg Pricing Power ETF 5.9 40 40 5.4 +6.8
MODL VictoryShares WestEnd U.S. Sector ETF 5.8 42 38 4.4 +5.8
LRNZ TrueShares Technology, AI & Deep Learning ETF 5.8 69 11 -0.6 +0.8
LGRO Level Four Large Cap Growth Active ETF 5.6 55 25 3.5 +4.9
IWFG IQ Winslow Focused Large Cap Growth ETF 5.6 65 15 2.8 +4.2
CAML Congress Large Cap Growth ETF 5.6 66 14 3.4 +4.8
BBC Virtus LifeSci Biotech Clinical Trials ETF 5.5 79 1 0.0 +1.4
HAPY Harbor Human Capital Factor Unconstrained ETF 5.4 50 30 5.7 +7.1
PJP Invesco Pharmaceuticals ETF 5.4 57 23 7.7 +9.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 5.4 65 15 3.4 +4.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 5.3 60 20 3.9 +5.3
LRGE ClearBridge Large Cap Growth ESG ETF 5.3 59 21 3.8 +5.1
BGRO iShares Large Cap Growth Active ETF 5.3 55 25 3.0 +4.3
BLCR iShares Large Cap Core Active ETF 5.3 36 44 3.5 +4.8
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 5.3 15 65 4.0 +5.4
CGUS Capital Group Core Equity ETF 5.3 33 47 4.2 +5.6
VIG Vanguard Dividend Appreciation ETF 5.3 5 75 5.5 +6.9
CGDV Capital Group Dividend Value ETF 5.3 33 47 4.5 +5.8
FBT First Trust NYSE Arca Biotechnology Index Fund 5.3 56 24 4.9 +6.2
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 5.2 15 65 5.4 +6.8
DIVZ TrueShares Low Volatility Equity Income ETF 5.1 65 15 6.8 +8.2
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 5.1 60 20 4.7 +6.1
JGRO JPMorgan Active Growth ETF 5.0 44 36 3.2 +4.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 5.0 25 55 5.3 +6.6
PFM Invesco Dividend Achievers ETF 5.0 53 27 5.2 +6.6
DJD Invesco Dow Jones Industrial Average Dividend ETF 5.0 7 73 7.4 +8.8
QUAL iShares MSCI USA Quality Factor ETF 4.9 15 65 5.3 +6.7
FDWM Fidelity Women's Leadership ETF 4.9 59 21 4.7 +6.0
SSPX Janus Henderson U.S. Sustainable Equity ETF 4.9 55 25 10.5 +11.9
SRHQ SRH U.S. Quality ETF 4.9 35 45 7.7 +9.1
QUS SPDR MSCI USA StrategicFactors ETF 4.9 15 65 5.6 +7.0
JMOM JPMorgan U.S. Momentum Factor ETF 4.8 12 68 4.4 +5.8
DIA SPDR Dow Jones Industrial Average ETF Trust 4.7 16 64 5.4 +6.7
FFLC Fidelity Fundamental Large Cap Core ETF 4.7 38 42 4.4 +5.8
BELT iShares Long-Term U.S. Equity Active ETF 4.6 75 5 2.9 +4.3
JGRW Jensen Quality Growth ETF 4.6 57 23 4.6 +6.0
BDIV AAM Brentview Dividend Growth ETF 4.6 49 31 4.5 +5.8
SCHG Schwab U.S. Large-Cap Growth ETF 4.6 4 76 3.8 +5.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 4.5 12 68 4.4 +5.7
DUHP Dimensional US High Profitability ETF 4.5 21 59 6.3 +7.7
XMAG Defiance Large Cap ex-Mag 7 ETF 4.5 35 45 5.1 +6.4
IMCG iShares Morningstar Mid-Cap Growth ETF 4.4 6 74 4.1 +5.4
TMFG Motley Fool Global Opportunities ETF 4.4 85 -5 4.0 +5.4
JOET Virtus Terranova US Quality Momentum ETF 4.4 29 51 4.7 +6.1
USMC Principal U.S. Mega-Cap ETF 4.4 12 68 4.2 +5.6
GDIV Harbor Dividend Growth Leaders ETF 4.4 50 30 5.2 +6.6
VFMV Vanguard U.S. Minimum Volatility ETF 4.4 13 67 5.9 +7.3
VFMO Vanguard U.S. Momentum Factor ETF 4.3 13 67 2.8 +4.2
XT iShares Exponential Technologies ETF 4.3 46 34 4.6 +5.9
FBCG Fidelity Blue Chip Growth ETF 4.3 59 21 2.7 +4.0
SFYF SoFi Social 50 ETF 4.3 29 51 0.3 +1.7
QGRW WisdomTree U.S. Quality Growth Fund 4.3 28 52 4.0 +5.3
JPEF JPMorgan Equity Focus ETF 4.3 50 30 4.2 +5.5
DRUP GraniteShares Nasdaq Select Disruptors ETF 4.3 60 20 3.8 +5.2
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 4.3 19 61 5.3 +6.7
SNSR Global X Internet of Things ETF 4.2 68 12 4.5 +5.8
VBK Vanguard Small-Cap Growth ETF 4.2 7 73 1.9 +3.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 4.2 35 45 5.8 +7.2
TIME Clockwise Core Equity & Innovation ETF 4.1 95 -15 2.7 +4.1
FESM Fidelity Enhanced Small Cap ETF 4.1 28 52 7.0 +8.4
FTGS First Trust Growth Strength ETF 4.1 60 20 5.1 +6.4
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 4.1 95 -15 0.4 +1.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4.1 10 70 5.0 +6.3
SFY SoFi Select 500 ETF 4.0 0 80 4.2 +5.6
GINN Goldman Sachs Innovate Equity ETF 4.0 52 28 3.5 +4.8
NZUS SPDR MSCI USA Climate Paris Aligned ETF 4.0 10 70 4.1 +5.5
HAPI Harbor Human Capital Factor US Large Cap ETF 4.0 36 44 4.7 +6.1
ILCG iShares Morningstar Growth ETF 4.0 4 76 3.5 +4.9
SWP SWP Growth & Income ETF 4.0 99 -19 4.0 +5.4
SAMT Strategas Macro Thematic Opportunities ETF 4.0 65 15 2.6 +3.9
SPXT ProShares S&P 500 Ex-Technology ETF 3.9 9 71 5.5 +6.9
MGK Vanguard Mega Cap Growth ETF 3.9 7 73 3.9 +5.3
JCTR JPMorgan Carbon Transition U.S. Equity ETF 3.9 15 65 4.6 +6.0
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 3.9 15 65 8.8 +10.2
DTEC ALPS Disruptive Technologies ETF 3.9 50 30 3.8 +5.2
USMV iShares MSCI USA Min Vol Factor ETF 3.9 15 65 6.0 +7.3
RTH VanEck Retail ETF 3.9 35 45 5.6 +6.9
PRXG Praxis Impact Large Cap Growth ETF 3.8 36 44 3.5 +4.9
FLQL Franklin LibertyQ U.S. Equity ETF 3.8 15 65 5.2 +6.5
DGRO iShares Core Dividend Growth ETF 3.8 8 72 6.5 +7.9
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.8 45 35 4.1 +5.5
DSPY Tema S&P 500 Historical Weight ETF 3.7 18 62 5.0 +6.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 3.7 15 65 6.8 +8.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 3.6 10 70 4.2 +5.6
CGGO Capital Group Global Growth Equity ETF 3.6 47 33 4.4 +5.8
GURU Global X Guru Index ETF 3.6 75 5 2.9 +4.3
LCF Touchstone US Large Cap Focused ETF 3.6 69 11 4.1 +5.5
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.6 70 10 2.7 +4.1
NULG Nuveen ESG Large-Cap Growth ETF 3.6 26 54 3.3 +4.7
VUG Vanguard Growth ETF 3.6 4 76 3.8 +5.2
JAVA JPMorgan Active Value ETF 3.6 44 36 6.4 +7.8
IWF iShares Russell 1000 Growth ETF 3.6 19 61 4.2 +5.6
VONG Vanguard Russell 1000 Growth ETF 3.6 7 73 4.3 +5.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 3.6 18 62 6.0 +7.4
GQI Natixis Gateway Quality Income ETF 3.6 34 46 5.0 +6.4
BLCV iShares Large Cap Value Active ETF 3.5 53 27 7.4 +8.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 3.5 75 5 3.9 +5.2
FSST Fidelity Sustainable U.S. Equity ETF 3.5 59 21 4.2 +5.5
HAPS Harbor Human Capital Factor US Small Cap ETF 3.5 60 20 4.0 +5.3
VFLO VictoryShares Free Cash Flow ETF 3.5 39 41 10.5 +11.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.5 29 51 6.4 +7.8
DSTL Distillate US Fundamental Stability & Value ETF 3.4 39 41 8.5 +9.8
EQIN Columbia US Equity Income ETF 3.4 35 45 6.9 +8.3
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.4 29 51 6.5 +7.8
SNPE Xtrackers S&P 500 ESG ETF 3.4 10 70 4.9 +6.2
MBCC Monarch Blue Chips Core ETF 3.4 125 -45 4.3 +5.6
EDOW First Trust Dow 30 Equal Weight ETF 3.4 50 30 5.3 +6.7
STXV Strive 1000 Value ETF 3.4 18 62 8.0 +9.4
TOPT iShares Top 20 U.S. Stocks ETF 3.3 20 60 3.7 +5.0
SEMG Suncoast Select Growth ETF 3.3 60 20 4.3 +5.6
ESGV Vanguard ESG U.S. Stock ETF 3.3 9 71 4.5 +5.9
LRND IQ U.S. Large Cap R&D Leaders ETF 3.3 14 66 5.1 +6.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 3.3 15 65 4.7 +6.1
IVW iShares S&P 500 Growth ETF 3.3 18 62 3.8 +5.2
VOOG Vanguard S&P 500 Growth ETF 3.3 7 73 3.9 +5.2
XLG Invesco S&P 500 Top 50 ETF 3.3 20 60 3.9 +5.3
SPYG SPDR Portfolio S&P 500 Growth ETF 3.3 4 76 3.9 +5.3
THRO iShares U.S. Thematic Rotation Active ETF 3.2 90 -10 3.9 +5.3
IWY iShares Russell Top 200 Growth ETF 3.2 20 60 4.3 +5.7
SNPV Xtrackers S&P 500 Value ESG ETF 3.2 15 65 6.5 +7.9
GK AdvisorShares Gerber Kawasaki ETF 3.2 75 5 2.4 +3.8
USCL iShares Climate Conscious & Transition MSCI USA ETF 3.2 8 72 4.8 +6.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 3.2 32 48 4.8 +6.2
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.2 58 22 4.1 +5.4
ARKG ARK Genomic Revolution ETF 3.2 75 5 -1.2 +0.1
NULC Nuveen ESG Large-Cap ETF 3.2 21 59 4.6 +6.0
IUSG iShares Core S&P U.S. Growth ETF 3.2 4 76 4.0 +5.4
ROE Astoria US Quality Kings ETF 3.1 49 31 6.5 +7.8
FFTY Innovator IBD 50 ETF 3.1 80 0 -2.2 -0.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 3.1 20 60 4.9 +6.2
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 3.1 12 68 6.0 +7.4
LST Leuthold Select Industries ETF 3.1 91 -11 5.0 +6.4
RUNN Running Oak Efficient Growth ETF 3.1 58 22 5.2 +6.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 3.1 7 73 4.9 +6.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 3.1 7 73 4.6 +6.0
EQWL Invesco S&P 100 Equal Weight ETF 3.1 25 55 6.1 +7.5
DEUS Xtrackers Russell US Multifactor ETF 3.1 17 63 7.2 +8.6
RPV Invesco S&P 500 Pure Value ETF 3.1 35 45 10.3 +11.7
VOE Vanguard Mid-Cap Value ETF 3.1 7 73 7.7 +9.1
BKLC BNY Mellon US Large Cap Core Equity ETF 3.1 0 80 4.7 +6.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3.1 11 69 4.7 +6.1
IUS Invesco RAFI Strategic US ETF 3.1 19 61 6.7 +8.1
SPXN ProShares S&P 500 Ex-Financials ETF 3.1 9 71 4.7 +6.1
KOCG FIS Knights of Columbus Global Belief ETF 3.0 75 5 5.3 +6.7
QWLD SPDR MSCI World StrategicFactors ETF 3.0 30 50 5.9 +7.2
QLV FlexShares US Quality Low Volatility Index Fund 3.0 22 58 5.6 +7.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 3.0 15 65 6.1 +7.5
DFUV Dimensional US Marketwide Value ETF 3.0 22 58 7.5 +8.9
VOTE TCW Transform 500 ETF 3.0 5 75 4.7 +6.1
STRV Strive 500 ETF 3.0 5 75 4.6 +6.0
XVV iShares ESG Screened S&P 500 ETF 3.0 8 72 4.6 +6.0
QUVU Hartford Quality Value ETF 3.0 46 34 7.2 +8.6
IMCB iShares Morningstar Mid-Cap ETF 3.0 4 76 6.2 +7.5
DFLV Dimensional US Large Cap Value ETF 3.0 22 58 7.8 +9.2
ADME Aptus Drawdown Managed Equity ETF 2.9 79 1 4.0 +5.4
HGRO Hedgeye Quality Growth ETF 2.9 70 10 3.2 +4.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.9 2 78 4.7 +6.1
RGEF Rockefeller Global Equity ETF 2.9 55 25 4.6 +5.9
NUMG Nuveen ESG Mid-Cap Growth ETF 2.9 31 49 2.7 +4.0
MGC Vanguard Mega Cap ETF 2.9 7 73 4.4 +5.8
TOV JLens 500 Jewish Advocacy U.S. ETF 2.9 18 62 4.4 +5.8
DGRW WisdomTree US Quality Dividend Growth Fund 2.9 28 52 5.4 +6.8
VV Vanguard Large-Cap ETF 2.9 4 76 4.7 +6.0
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 2.9 35 45 4.1 +5.4
DFSU Dimensional US Sustainability Core 1 ETF 2.9 18 62 5.2 +6.6
BRIF FIS Bright Portfolios Focused Equity ETF 2.9 65 15 4.7 +6.1
SPLV Invesco S&P 500 Low Volatility ETF 2.9 25 55 5.6 +7.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 2.9 25 55 5.7 +7.1
VO Vanguard Mid-Cap ETF 2.9 4 76 5.8 +7.2
ILCB iShares Morningstar U.S. Equity ETF 2.8 3 77 4.7 +6.0
ACVF American Conservative Values ETF 2.8 75 5 4.3 +5.7
AUSF Global X Adaptive U.S. Factor ETF 2.8 27 53 9.0 +10.4
KLMN Invesco MSCI North America Climate ETF 2.8 9 71 4.8 +6.2
OEF iShares S&P 100 ETF 2.8 20 60 4.3 +5.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.8 10 70 4.7 +6.1
USSE Segall Bryant & Hamill Select Equity ETF 2.8 65 15 4.1 +5.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.8 9 71 5.1 +6.5
IWL iShares Russell Top 200 ETF 2.8 15 65 4.4 +5.8
VTI Vanguard Total Stock Market ETF 2.8 3 77 4.7 +6.1
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.8 20 60 4.5 +5.9
XPH SPDR S&P Pharmaceuticals ETF 2.8 35 45 6.1 +7.5
PBUS Invesco MSCI USA ETF 2.8 4 76 4.7 +6.1
ESGU iShares ESG Aware MSCI USA ETF 2.8 15 65 4.5 +5.9
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 2.7 49 31 4.3 +5.7
VONE Vanguard Russell 1000 ETF 2.7 7 73 4.8 +6.1
IWB iShares Russell 1000 ETF 2.7 15 65 4.7 +6.0
PDP Invesco Dorsey Wright Momentum ETF 2.7 62 18 3.6 +5.0
RPG Invesco S&P 500 Pure Growth ETF 2.7 35 45 3.3 +4.7
IYY iShares Dow Jones U.S. ETF 2.7 20 60 4.6 +6.0
VEGN US Vegan Climate ETF 2.7 60 20 4.3 +5.6
DFUS Dimensional U.S. Equity ETF 2.7 9 71 4.6 +6.0
IVV iShares Core S&P 500 ETF 2.7 3 77 4.8 +6.1
STXG Strive 1000 Growth ETF 2.7 18 62 3.7 +5.1
SPY SPDR S&P 500 ETF Trust 2.7 9 71 4.7 +6.1
SPLG SPDR Portfolio S&P 500 ETF 2.7 2 78 4.8 +6.2
PTL Inspire 500 ETF 2.7 9 71 5.1 +6.5
FDLO Fidelity Low Volatility Factor ETF 2.7 15 65 5.4 +6.8
VOO Vanguard S&P 500 ETF 2.7 3 77 4.8 +6.2
SUSL iShares ESG MSCI USA Leaders ETF 2.7 10 70 4.7 +6.1
SCHX Schwab U.S. Large-Cap ETF 2.7 3 77 4.8 +6.2
IWV iShares Russell 3000 ETF 2.7 20 60 4.6 +5.9
SCHK Schwab 1000 Index ETF 2.7 5 75 4.8 +6.2
VTHR Vanguard Russell 3000 ETF 2.7 7 73 4.7 +6.1
CSMD Congress SMid Growth ETF 2.7 69 11 3.9 +5.3
FDRR Fidelity Dividend ETF for Rising Rates 2.7 15 65 6.7 +8.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.7 3 77 4.7 +6.1
RVRB Reverb ETF 2.7 30 50 4.4 +5.7
JHML John Hancock Multifactor Large Cap ETF 2.7 29 51 5.2 +6.6
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.7 35 45 6.4 +7.8
ONEV SPDR Russell 1000 Low Volatility Focus ETF 2.7 20 60 7.9 +9.3
SPXE ProShares S&P 500 Ex-Energy ETF 2.7 9 71 4.6 +6.0
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 2.6 39 41 3.7 +5.0
SCHB Schwab U.S. Broad Market ETF 2.6 3 77 4.8 +6.2
KRMA Global X Conscious Companies ETF 2.6 43 37 5.7 +7.0
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.6 40 40 3.5 +4.9
FELV Fidelity Enhanced Large Cap Value ETF 2.6 18 62 6.7 +8.1
SHE SPDR MSCI USA Gender Diversity ETF 2.6 20 60 4.9 +6.3
EPS WisdomTree U.S. LargeCap Fund 2.6 8 72 5.5 +6.9
VOT Vanguard Mid-Cap Growth ETF 2.6 7 73 3.6 +5.0
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.6 3 77 5.0 +6.3
STXK Strive Small-Cap ETF 2.6 18 62 5.9 +7.2
IWX iShares Russell Top 200 Value ETF 2.5 20 60 6.2 +7.5
IWR iShares Russell Midcap ETF 2.5 19 61 5.9 +7.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 2.5 19 61 6.2 +7.6
EGUS iShares ESG Aware MSCI USA Growth ETF 2.5 18 62 3.7 +5.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.5 4 76 6.2 +7.6
YOKE Yoke Core ETF 2.5 42 38 4.4 +5.8
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.5 52 28 5.7 +7.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.5 58 22 5.5 +6.9
ACSI American Customer Satisfaction ETF 2.5 65 15 4.7 +6.1
CATH Global X S&P 500 Catholic Values Custom ETF 2.5 29 51 4.5 +5.8
RSMC Rockefeller U.S. Small-Mid Cap ETF 2.5 75 5 5.2 +6.6
QVML Invesco S&P 500 QVM Multi-factor ETF 2.4 11 69 5.0 +6.3
ACWV iShares MSCI Global Min Vol Factor ETF 2.4 20 60 6.3 +7.7
GLBL Pacer MSCI World Industry Advantage ETF 2.4 65 15 3.9 +5.3
APUE ActivePassive U.S. Equity ETF 2.4 45 35 4.5 +5.8
OALC OneAscent Large Cap Core ETF 2.4 86 -6 4.0 +5.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.4 7 73 6.1 +7.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.4 25 55 6.0 +7.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.4 50 30 4.2 +5.6
FELG Fidelity Enhanced Large Cap Growth ETF 2.4 18 62 4.4 +5.8
DFAU Dimensional US Core Equity Market ETF 2.4 12 68 4.9 +6.2
FEGE First Eagle Global Equity ETF 2.4 79 1 6.8 +8.1
INRO iShares U.S. Industry Rotation Active ETF 2.4 42 38 4.1 +5.5
VXF Vanguard Extended Market ETF 2.4 5 75 4.6 +6.0
WTV WisdomTree US Value Fund of Benef Interest 2.4 12 68 9.0 +10.4
JHSC John Hancock Multifactor Small Cap ETF 2.4 42 38 6.7 +8.1
TBG TBG Dividend Focus ETF 2.4 59 21 8.2 +9.6
ETHO Etho Climate Leadership U.S. ETF 2.4 47 33 5.3 +6.6
HLGE Hartford Longevity Economy ETF 2.4 44 36 -0.4 +1.0
DVND Touchstone Dividend Select ETF 2.4 67 13 5.6 +7.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.4 25 55 5.5 +6.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.4 9 71 6.2 +7.6
SMRI Bushido Capital US Equity ETF 2.3 71 9 9.6 +10.9
EUSA iShares MSCI USA Equal Weighted ETF 2.3 9 71 6.2 +7.6
SXQG ETC 6 Meridian Quality Growth ETF 2.3 100 -20 4.7 +6.1
KOMP SPDR S&P Kensho New Economies Composite ETF 2.3 20 60 2.3 +3.7
KOKU Xtrackers MSCI Kokusai Equity ETF 2.3 9 71 5.0 +6.4
FELC Fidelity Enhanced Large Cap Core ETF 2.3 18 62 5.0 +6.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.3 64 16 2.1 +3.5
VUSE Vident U.S. Equity Strategy ETF 2.3 50 30 4.6 +5.9
LRGC AB US Large Cap Strategic Equities ETF 2.3 48 32 4.3 +5.7
GSPY Gotham Enhanced 500 ETF 2.3 50 30 5.1 +6.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.3 14 66 4.7 +6.1
FNX First Trust Mid Cap Core AlphaDEX Fund 2.3 60 20 7.4 +8.7
NUMV Nuveen ESG Mid-Cap Value ETF 2.3 31 49 7.1 +8.4
AVUQ Avantis U.S. Quality ETF 2.2 15 65 4.2 +5.6
FTC First Trust Large Cap Growth AlphaDEX Fund 2.2 59 21 2.7 +4.1
LRGF iShares U.S. Equity Factor ETF 2.2 8 72 5.2 +6.6
GQQQ Astoria US Quality Growth Kings ETF 2.2 35 45 4.4 +5.8
SIZE iShares MSCI USA Size Factor ETF 2.2 15 65 6.1 +7.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.2 30 50 6.7 +8.0
VSDA VictoryShares Dividend Accelerator ETF 2.2 35 45 7.4 +8.8
ONEO SPDR Russell 1000 Momentum Focus ETF 2.2 20 60 7.1 +8.5
VTV Vanguard Value ETF 2.2 4 76 6.9 +8.2
USMF WisdomTree U.S. Multifactor Fund 2.2 28 52 7.3 +8.7
EIRL iShares MSCI Ireland ETF 2.2 50 30 8.6 +10.0
WOMN Impact Shares YWCA Women's Empowerment ETF 2.2 75 5 5.4 +6.8
ULVM VictoryShares US Value Momentum ETF 2.2 20 60 7.3 +8.6
YLDE ClearBridge Dividend Strategy ESG ETF 2.2 60 20 5.8 +7.2
BIBL Inspire 100 ETF 2.2 35 45 5.0 +6.3
IQM Franklin Intelligent Machines ETF 2.2 50 30 1.7 +3.1
NBDS Neuberger Berman Disrupters ETF 2.2 55 25 0.6 +2.0
FBOT Fidelity Disruptive Automation ETF 2.2 50 30 3.4 +4.8
IGPT Invesco AI and Next Gen Software ETF 2.2 60 20 3.6 +5.0
BOTZ Global X Robotics & Artificial Intelligence ETF 2.2 69 11 2.1 +3.5
PRAY FIS Christian Stock Fund 2.2 69 11 5.2 +6.6
TOK iShares MSCI Kokusai ETF 2.2 26 54 4.9 +6.2
MTUM iShares MSCI USA Momentum Factor ETF 2.2 15 65 3.4 +4.8
SAMM Strategas Macro Momentum ETF 2.2 66 14 2.2 +3.5
SPYA Twin Oak Endure ETF 2.2 80 0 -2.1 -0.7
GVUS Marketbeta Russell 1000 Value Equity ETF 2.1 12 68 6.5 +7.9
JHMM John Hancock Multifactor Mid Cap ETF 2.1 42 38 6.4 +7.8
NANC Unusual Whales Subversive Democratic Trading ETF 2.1 75 5 3.5 +4.9
DCOR Dimensional US Core Equity 1 ETF 2.1 14 66 5.3 +6.6
IWO iShares Russell 2000 Growth ETF 2.1 24 56 1.2 +2.6
VTWG Vanguard Russell 2000 Growth ETF 2.1 10 70 1.4 +2.8
LOWV AB US Low Volatility Equity ETF 2.1 48 32 5.1 +6.5
FPAG FPA Global Equity ETF 2.1 49 31 5.7 +7.1
CGDG Capital Group Dividend Growers ETF 2.1 47 33 6.2 +7.6
JSTC Adasina Social Justice All Cap Global ETF 2.1 89 -9 4.8 +6.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.1 12 68 5.0 +6.3
CFA VictoryShares US 500 Volatility Wtd ETF 2.1 35 45 6.0 +7.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.1 40 40 6.0 +7.4
VLU SPDR S&P 1500 Value Tilt ETF 2.1 12 68 7.4 +8.7
TOLL Tema Durable Quality ETF 2.1 75 5 5.2 +6.6
URTH iShares MSCI World ETF 2.1 24 56 4.9 +6.3
AIEQ AI Powered Equity ETF 2.1 75 5 3.6 +5.0
INCE Franklin Income Equity Focus ETF 2.1 29 51 5.7 +7.1
PSCH Invesco S&P SmallCap Health Care ETF 2.1 29 51 4.4 +5.7
OPTZ Optimize Strategy Index ETF 2.0 50 30 4.6 +5.9
VOOV Vanguard S&P 500 Value ETF 2.0 7 73 6.2 +7.6
IVE iShares S&P 500 Value ETF 2.0 18 62 6.1 +7.5
SPYV SPDR Portfolio S&P 500 Value ETF 2.0 4 76 6.2 +7.6
JEPI JPMorgan Equity Premium Income ETF 2.0 35 45 5.8 +7.1
TMFM Motley Fool Mid-Cap Growth ETF 2.0 85 -5 2.9 +4.3
VYM Vanguard High Dividend Yield Index ETF 2.0 6 74 7.0 +8.4
ROUS Hartford Multifactor US Equity ETF 2.0 19 61 7.0 +8.4
CZA Invesco Zacks Mid-Cap ETF 2.0 72 8 6.7 +8.0
BUZZ VanEck Social Sentiment ETF 2.0 75 5 -0.4 +1.0
FFOX FundX Future Fund Opportunities ETF 2.0 100 -20 4.3 +5.6
FTDS First Trust Dividend Strength ETF 2.0 70 10 7.9 +9.3
PCGG Polen Capital Global Growth ETF 2.0 85 -5 3.8 +5.2
IUSV iShares Core S&P US Value ETF 2.0 4 76 6.4 +7.7
SPVM Invesco S&P 500 Value with Momentum ETF 2.0 39 41 7.7 +9.0
VONV Vanguard Russell 1000 Value ETF 2.0 7 73 6.5 +7.9
IWD iShares Russell 1000 Value ETF 2.0 19 61 6.4 +7.8
FLV American Century Focused Large Cap Value ETF 2.0 42 38 6.8 +8.1
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.0 15 65 7.8 +9.2
DFAC Dimensional U.S. Core Equity 2 ETF 2.0 17 63 5.4 +6.8
MGV Vanguard Mega Cap Value ETF 2.0 7 73 6.6 +8.0
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.0 29 51 4.5 +5.9
AADR AdvisorShares Dorsey Wright ADR ETF 2.0 110 -30 4.8 +6.1
ISRA VanEck Israel ETF 2.0 59 21 7.0 +8.4
EIS iShares MSCI Israel ETF 2.0 58 22 7.6 +9.0
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.0 35 45 5.3 +6.7
KLMT Invesco MSCI Global Climate 500 ETF 2.0 10 70 5.5 +6.9
FEX First Trust Large Cap Core AlphaDEX Fund 2.0 59 21 5.8 +7.2
SDY SPDR S&P Dividend ETF 1.9 35 45 6.9 +8.2
RSP Invesco S&P 500 Equal Weight ETF 1.9 20 60 6.7 +8.1
TMAT Main Thematic Innovation ETF 1.9 164 -84 -1.5 -0.1
QLC FlexShares US Quality Large Cap Index Fund 1.9 25 55 5.1 +6.5
EVUS iShares ESG Aware MSCI USA Value ETF 1.9 18 62 6.5 +7.9
NULV Nuveen ESG Large-Cap Value ETF 1.9 26 54 6.2 +7.6
SMLF iShares U.S. SmallCap Equity Factor ETF 1.9 15 65 5.8 +7.2
LGCF Themes US Cash Flow Champions ETF 1.9 30 50 8.4 +9.7
ESGG FlexShares STOXX Global ESG Select Index Fund 1.9 42 38 5.2 +6.6
HLAL Wahed FTSE USA Shariah ETF 1.9 50 30 4.4 +5.8
VB Vanguard Small-Cap ETF 1.9 5 75 6.2 +7.5
PRF Invesco FTSE RAFI US 1000 ETF 1.9 39 41 6.6 +8.0
RAYD Rayliant Quantitative Developed Market Equity ETF 1.9 80 0 4.4 +5.7
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.9 39 41 3.3 +4.6
LFSC F/m Emerald Life Sciences Innovation ETF 1.9 79 1 0.0 +1.4
FMTM MarketDesk Focused U.S. Momentum ETF 1.9 45 35 3.5 +4.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.9 17 63 5.6 +7.0
EMOT First Trust S&P 500 Economic Moat ETF 1.9 60 20 8.2 +9.5
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.9 60 20 1.9 +3.3
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.9 50 30 8.2 +9.6
HDUS Hartford Disciplined US Equity ETF 1.9 19 61 5.6 +6.9
IOO iShares Global 100 ETF 1.8 41 39 4.4 +5.8
ACWI iShares MSCI ACWI ETF 1.8 32 48 5.3 +6.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.8 18 62 7.8 +9.2
FSMD Fidelity Small-Mid Multifactor ETF 1.8 15 65 7.2 +8.6
SGLC SGI U.S. Large Cap Core ETF 1.8 85 -5 3.9 +5.2
WCEO Hypatia Women CEO ETF 1.8 85 -5 3.8 +5.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.8 20 60 5.4 +6.8
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.8 43 37 6.0 +7.4
VAMO Cambria Value & Momentum ETF 1.8 61 19 5.9 +7.2
GVLU Gotham 1000 Value ETF 1.8 50 30 9.1 +10.5
CRTC Xtrackers US National Critical Technologies ETF 1.8 35 45 4.6 +6.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.8 30 50 4.2 +5.5
CWS AdvisorShares Focused Equity ETF 1.8 84 -4 5.4 +6.8
PAWZ ProShares Pet Care ETF 1.8 50 30 4.0 +5.4
IYK iShares U.S. Consumer Staples ETF 1.8 40 40 6.8 +8.1
SPMV Invesco S&P 500 Minimum Variance ETF 1.7 10 70 5.4 +6.8
DFVX Dimensional US Large Cap Vector ETF 1.7 22 58 6.2 +7.6
FNDX Schwab Fundamental US Large Co. Index ETF 1.7 25 55 7.0 +8.4
BOUT Innovator IBD Breakout Opportunities ETF 1.7 81 -1 2.7 +4.1
VT Vanguard Total World Stock ETF 1.7 6 74 5.7 +7.0
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 1.7 5 75 8.1 +9.4
DLN WisdomTree U.S. LargeCap Dividend Fund 1.7 28 52 5.9 +7.3
FQAL Fidelity Quality Factor ETF 1.7 15 65 5.6 +7.0
SFYX SoFi Next 500 ETF 1.7 0 80 5.8 +7.1
AVSU Avantis Responsible U.S. Equity ETF 1.7 15 65 5.8 +7.2
KURE KraneShares MSCI All China Health Care Index ETF 1.7 65 15 2.7 +4.1
FLRG Fidelity U.S. Multifactor ETF 1.7 15 65 7.0 +8.3
SHRY First Trust Bloomberg Shareholder Yield ETF 1.7 60 20 8.4 +9.8
FLDZ RiverNorth Patriot ETF 1.7 75 5 6.3 +7.7
RSSL Global X Russell 2000 ETF 1.7 8 72 4.2 +5.6
AVUS Avantis U.S. Equity ETF 1.7 15 65 5.6 +7.0
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.7 55 25 10.3 +11.7
ARKK ARK Innovation ETF 1.7 75 5 -2.3 -0.9
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.7 45 35 2.2 +3.6
FNDB Schwab Fundamental US Broad Market Index ETF 1.6 25 55 7.1 +8.5
IBOT Vaneck Robotics ETF 1.6 47 33 3.9 +5.3
AVMV Avantis U.S. Mid Cap Value ETF 1.6 20 60 8.9 +10.3
AFSM First Trust Active Factor Small Cap ETF 1.6 75 5 7.8 +9.2
IZRL ARK Israel Innovative Technology ETF 1.6 49 31 1.1 +2.5
KNO AXS Knowledge Leaders ETF 1.6 78 2 6.0 +7.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.6 20 60 5.6 +7.0
RAFE PIMCO RAFI ESG U.S. ETF 1.6 29 51 6.9 +8.3
ITAN Sparkline Intangible Value ETF 1.6 50 30 6.4 +7.7
DIVB iShares Core Dividend ETF 1.6 5 75 8.2 +9.5
WRND IQ Global Equity R&D Leaders ETF 1.6 18 62 7.7 +9.0
ROBO ROBO Global Robotics & Automation Index ETF 1.6 95 -15 3.1 +4.5
ISCG iShares Morningstar Small-Cap Growth ETF 1.6 6 74 2.8 +4.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.6 20 60 6.5 +7.9
SSPY Syntax Stratified LargeCap ETF 1.6 30 50 6.8 +8.1
ONEQ Fidelity Nasdaq Composite Index ETF 1.6 21 59 3.5 +4.8
GRPM Invesco S&P MidCap 400 GARP ETF 1.6 35 45 7.7 +9.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.6 9 71 5.5 +6.8
DXUV Dimensional US Vector Equity ETF 1.6 28 52 6.2 +7.5
IWM iShares Russell 2000 ETF 1.6 19 61 4.2 +5.5
VTWO Vanguard Russell 2000 ETF 1.6 7 73 4.2 +5.6
SHUS Syntax Stratified U.S. Total Market Hedged ETF 1.6 65 15 6.5 +7.8
AFLG First Trust Active Factor Large Cap ETF 1.6 55 25 6.2 +7.6
SUSA iShares MSCI USA ESG Select ETF 1.5 25 55 4.6 +6.0
JHDV John Hancock U.S. High Dividend ETF 1.5 34 46 6.4 +7.8
QTOP iShares Nasdaq Top 30 Stocks ETF 1.5 20 60 3.8 +5.2
FBCV Fidelity Blue Chip Value ETF 1.5 59 21 7.4 +8.7
DTD WisdomTree U.S. Total Dividend Fund 1.5 28 52 6.3 +7.7
IMCV iShares Morningstar Mid-Cap Value ETF 1.5 6 74 8.2 +9.6
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.5 65 15 1.8 +3.2
ILCV iShares Morningstar Value ETF 1.5 4 76 6.3 +7.7
SPMO Invesco S&P 500 Momentum ETF 1.5 13 67 3.4 +4.8
PRXV Praxis Impact Large Cap Value ETF 1.5 36 44 6.6 +7.9
EQAL Invesco Russell 1000 Equal Weight ETF 1.5 20 60 6.9 +8.2
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.5 25 55 7.9 +9.3
FPXE First Trust IPOX Europe Equity Opportunities ETF 1.5 70 10 5.0 +6.4
TPHD Timothy Plan High Dividend Stock ETF 1.5 52 28 7.3 +8.7
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.5 54 26 7.1 +8.4
PSET Principal Quality ETF 1.5 15 65 5.4 +6.7
FTA First Trust Large Cap Value AlphaDEX Fund 1.5 59 21 9.1 +10.4
TAX Cambria Tax Aware ETF 1.4 49 31 4.9 +6.3
TMFX Motley Fool Next Index ETF 1.4 50 30 2.7 +4.0
GLOF iShares Global Equity Factor ETF 1.4 20 60 6.2 +7.6
QNXT iShares Nasdaq-100 ex Top 30 ETF 1.4 20 60 4.2 +5.6
CALF Pacer US Small Cap Cash Cows 100 ETF 1.4 59 21 10.9 +12.3
BKSE BNY Mellon US Small Cap Core Equity ETF 1.4 4 76 5.9 +7.2
NACP Impact Shares NAACP Minority Empowerment ETF 1.4 49 31 4.5 +5.8
RECS Columbia Research Enhanced Core ETF 1.4 15 65 5.5 +6.9
SCHA Schwab U.S. Small-Cap ETF 1.4 4 76 5.8 +7.2
DGT SPDR Global Dow ETF 1.4 50 30 6.7 +8.1
AVMC Avantis U.S. Mid Cap Equity ETF 1.4 18 62 7.0 +8.4
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.4 49 31 3.5 +4.9
TMFC Motley Fool 100 Index ETF 1.3 50 30 3.3 +4.7
QQMG Invesco ESG NASDAQ 100 ETF 1.3 20 60 3.9 +5.3
PSC Principal U.S. Small-Cap ETF 1.3 38 42 6.8 +8.2
FMDE Fidelity Enhanced Mid Cap ETF 1.3 23 57 5.9 +7.3
SDG iShares MSCI Global Sustainable Development Goals ETF 1.3 49 31 5.7 +7.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.3 75 5 7.4 +8.8
TMDV ProShares Russell US Dividend Growers ETF 1.3 35 45 6.9 +8.3
VNSE Natixis Vaughan Nelson Select ETF 1.3 80 0 4.5 +5.9
SIXL ETC 6 Meridian Low Beta Equity ETF 1.3 80 0 6.4 +7.8
FFND Future Fund Active ETF 1.3 100 -20 4.2 +5.6
BFOR ALPS Barron's 400 ETF 1.3 65 15 6.1 +7.5
NIXT Research Affiliates Deletions ETF 1.3 9 71 8.8 +10.1
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.3 30 50 8.7 +10.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.3 39 41 5.3 +6.7
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.2 9 71 4.7 +6.1
PWB Invesco Large Cap Growth ETF 1.2 56 24 3.0 +4.4
DSMC Distillate Small/Mid Cash Flow ETF 1.2 55 25 12.6 +13.9
SPGP Invesco S&P 500 GARP ETF 1.2 34 46 6.6 +7.9
FUNL CornerCap Fundametrics Large-Cap ETF 1.2 50 30 7.2 +8.6
VSLU Applied Finance Valuation Large Cap ETF 1.2 49 31 5.4 +6.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.2 9 71 4.1 +5.5
GINX SGI Enhanced Global Income ETF 1.2 98 -18 7.0 +8.4
QQQ Invesco QQQ Trust Series I 1.2 20 60 3.8 +5.2
ISCB iShares Morningstar Small-Cap ETF 1.2 4 76 6.2 +7.6
ARKQ ARK Autonomous Technology & Robotics ETF 1.2 75 5 0.2 +1.6
QQQM Invesco NASDAQ 100 ETF 1.2 15 65 3.9 +5.2
SCHV Schwab U.S. Large-Cap Value ETF 1.2 4 76 6.7 +8.1
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.2 49 31 9.5 +10.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.2 24 56 8.3 +9.7
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.1 70 10 5.1 +6.4
PEXL Pacer US Export Leaders ETF 1.1 60 20 4.3 +5.7
WLDR Affinity World Leaders Equity ETF 1.1 67 13 7.3 +8.7
LVOL American Century Low Volatility ETF 1.1 29 51 5.0 +6.4
ABEQ Absolute Select Value ETF 1.1 85 -5 4.9 +6.2
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 1.1 75 5 5.4 +6.8
CSD Invesco S&P Spin-Off ETF 1.1 65 15 4.1 +5.5
MOAT VanEck Morningstar Wide Moat ETF 1.1 46 34 5.7 +7.0
MVAL VanEck Morningstar Wide Moat Value ETF 1.1 49 31 6.5 +7.9
SMOT VanEck Morningstar SMID Moat ETF 1.1 49 31 6.7 +8.1
QVAL Alpha Architect US Quantitative Value ETF 1.1 39 41 9.7 +11.1
XJH iShares ESG Screened S&P Mid-Cap ETF 1.1 12 68 7.2 +8.6
QQQS Invesco NASDAQ Future Gen 200 ETF 1.1 20 60 -3.6 -2.2
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.1 80 0 6.9 +8.3
RFFC ALPS Active Equity Opportunity ETF 1.0 48 32 4.2 +5.6
LEAD Siren DIVCON Leaders Dividend ETF 1.0 43 37 4.2 +5.6
AFMC First Trust Active Factor Mid Cap ETF 1.0 65 15 8.5 +9.9
REVS Columbia Research Enhanced Value ETF 1.0 19 61 7.6 +9.0
NUSC Nuveen ESG Small-Cap ETF 1.0 31 49 5.3 +6.6
OUSA ALPS O'Shares U.S. Quality Dividend ETF 1.0 48 32 6.2 +7.6
IJJ iShares S&P Mid-Cap 400 Value ETF 1.0 18 62 8.9 +10.3
MOTG VanEck Morningstar Global Wide Moat ETF 1.0 52 28 7.7 +9.0
FMKT The Free Markets ETF 1.0 76 4 1.5 +2.8
FPX First Trust US Equity Opportunities ETF 1.0 61 19 0.9 +2.2
BLES Inspire Global Hope ETF 1.0 61 19 6.8 +8.1
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.0 24 56 7.8 +9.1
VTWV Vanguard Russell 2000 Value ETF 1.0 10 70 7.2 +8.6
IWN iShares Russell 2000 Value ETF 1.0 24 56 7.2 +8.6
MDYV SPDR S&P 400 Mid Cap Value ETF 1.0 15 65 9.0 +10.3
JGLO JPMorgan Global Select Equity ETF 1.0 33 47 4.9 +6.3
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.9 20 60 6.5 +7.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.9 10 70 9.1 +10.4
IJH iShares Core S&P Mid-Cap ETF 0.9 5 75 7.5 +8.8
MDY SPDR S&P Midcap 400 ETF Trust 0.9 24 56 7.3 +8.6
SCHM Schwab U.S. Mid-Cap ETF 0.9 4 76 6.7 +8.1
FAB First Trust Multi Cap Value AlphaDEX Fund 0.9 67 13 10.2 +11.5
FVAL Fidelity Value Factor ETF 0.9 15 65 6.7 +8.0
SMAP Amplify Small-Mid Cap Equity ETF 0.9 60 20 5.6 +7.0
FCPI Fidelity Stocks for Inflation ETF 0.9 15 65 7.5 +8.8
IVOO Vanguard S&P Mid-Cap 400 ETF 0.9 7 73 7.5 +8.9
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.9 3 77 7.5 +8.8
IJK iShares S&P Mid-Cap 400 Growth ETF 0.9 17 63 5.9 +7.3
ISMD Inspire Small/Mid Cap ETF 0.9 54 26 5.7 +7.0
PBE Invesco Biotechnology & Genome ETF 0.9 58 22 1.2 +2.6
IBRN iShares Neuroscience and Healthcare ETF 0.9 47 33 0.0 +1.4
ECML Euclidean Fundamental Value ETF 0.9 95 -15 11.7 +13.1
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.9 12 68 4.3 +5.7
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.9 35 45 7.3 +8.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.9 10 70 6.1 +7.5
VFMF Vanguard U.S. Multifactor ETF 0.8 18 62 8.0 +9.4
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.8 15 65 6.0 +7.3
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 0.8 49 31 3.6 +5.0
ALTL Pacer Lunt Large Cap Alternator ETF 0.8 60 20 3.9 +5.3
ISCV iShares Morningstar Small Cap Value ETF 0.8 6 74 9.4 +10.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.8 15 65 8.1 +9.4
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.8 35 45 9.8 +11.2
IWS iShares Russell Mid-Cap Value ETF 0.8 23 57 6.8 +8.2
FNDA Schwab Fundamental US Small Co. Index ETF 0.8 25 55 8.5 +9.8
SMMD iShares Russell 2500 ETF 0.8 15 65 6.1 +7.5
JVAL JPMorgan U.S. Value Factor ETF 0.8 12 68 7.9 +9.3
AIVI WisdomTree International AI Enhanced Value Fund 0.8 58 22 7.2 +8.5
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.7 49 31 5.8 +7.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.7 15 65 7.4 +8.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.7 39 41 5.8 +7.2
DWMF WisdomTree International Multifactor Fund 0.7 38 42 7.1 +8.5
MAGA Point Bridge America First ETF 0.7 72 8 6.0 +7.3
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.7 60 20 9.6 +11.0
SPHB Invesco S&P 500 High Beta ETF 0.7 25 55 4.3 +5.7
COWZ Pacer US Cash Cows 100 ETF 0.7 49 31 9.6 +10.9
XMMO Invesco S&P MidCap Momentum ETF 0.7 34 46 5.5 +6.9
NUDV Nuveen ESG Dividend ETF 0.7 26 54 7.7 +9.1
FNK First Trust Mid Cap Value AlphaDEX Fund 0.7 70 10 11.5 +12.9
USCF Themes US Cash Flow Champions ETF 0.7 29 51 8.7 +10.0
USXF iShares ESG Advanced MSCI USA ETF 0.7 10 70 4.5 +5.8
RNSC Furst Trust Small Cap US Equity Select ETF 0.7 60 20 6.1 +7.5
ABFL Abacus FCF Leaders ETF 0.6 59 21 5.4 +6.7
DSI iShares MSCI KLD 400 Social ETF 0.6 25 55 4.6 +6.0
VFQY Vanguard U.S. Quality Factor ETF 0.6 13 67 6.5 +7.8
DFAS Dimensional U.S. Small Cap ETF 0.6 26 54 6.5 +7.9
ONEY SPDR Russell 1000 Yield Focus ETF 0.6 20 60 9.8 +11.2
STXM Strive Mid-Cap ETF 0.6 18 62 6.2 +7.5
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.6 56 24 6.1 +7.5
IJT iShares S&P Small-Cap 600 Growth ETF 0.6 18 62 5.6 +6.9
DFSV Dimensional US Small Cap Value ETF 0.6 31 49 10.3 +11.7
FYC First Trust Small Cap Growth AlphaDEX Fund 0.6 71 9 0.4 +1.7
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.6 10 70 5.7 +7.1
SLYG SPDR S&P 600 Small Cap Growth ETF 0.6 15 65 5.6 +7.0
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.5 60 20 7.7 +9.0
RCGE RockCreek Global Equality ETF 0.5 95 -15 6.7 +8.1
IDNA iShares Genomics Immunology and Healthcare ETF 0.5 47 33 -1.9 -0.6
EZM WisdomTree U.S. MidCap Fund 0.5 38 42 9.3 +10.7
RWK Invesco S&P MidCap 400 Revenue ETF 0.5 39 41 9.6 +11.0
GOP Unusual Whales Subversive Republican Trading ETF 0.5 50 30 5.3 +6.7
COPY Tweedy, Browne Insider + Value ETF 0.5 80 0 11.8 +13.2
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.5 25 55 11.3 +12.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.5 29 51 8.3 +9.7
XMHQ Invesco S&P MidCap Quality ETF 0.4 25 55 6.7 +8.1
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.4 79 1 4.3 +5.7
DFAT Dimensional U.S. Targeted Value ETF 0.4 28 52 9.6 +11.0
ESIX SPDR S&P SmallCap 600 ESG ETF 0.4 12 68 8.2 +9.6
IVLU iShares MSCI Intl Value Factor ETF 0.4 30 50 10.1 +11.5
BUL Pacer US Cash Cows Growth ETF 0.4 60 20 6.8 +8.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.4 15 65 7.9 +9.3
IWC iShares Micro-Cap ETF 0.4 60 20 -0.8 +0.6
FVD First Trust Value Line Dividend Index Fund 0.4 65 15 6.5 +7.9
EBI Longview Advantage ETF 0.4 35 45 6.4 +7.8
WWJD Inspire International ETF 0.4 80 0 7.2 +8.6
FDVV Fidelity High Dividend ETF 0.4 15 65 7.5 +8.9
VFVA Vanguard U.S. Value Factor ETF 0.4 13 67 11.1 +12.5
XJR iShares ESG Screened S&P Small-Cap ETF 0.3 12 68 7.5 +8.9
TPSC Timothy Plan US Small Cap Core ETF 0.3 52 28 7.0 +8.4
AIQ Global X Artificial Intelligence & Technology ETF 0.3 68 12 3.3 +4.6
DFNV Donoghue Forlines Innovation ETF 0.3 69 11 4.6 +6.0
DIVG Invesco S&P 500 High Dividend Growers ETF 0.3 39 41 8.6 +10.0
IJR iShares Core S&P Small Cap ETF 0.3 6 74 7.7 +9.0
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.3 35 45 4.1 +5.5
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.3 32 48 15.1 +16.5
FYX First Trust Small Cap Core AlphaDEX Fund 0.3 61 19 5.9 +7.2
VIOO Vanguard S&P Small-Cap 600 ETF 0.3 7 73 7.6 +9.0
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.3 3 77 7.7 +9.1
SAGP Strategas Global Policy Opportunities ETF 0.3 65 15 5.5 +6.8
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.3 35 45 7.8 +9.2
CCMG CCM Global Equity ETF 0.3 34 46 8.3 +9.7
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.3 25 55 6.4 +7.7
ICAP InfraCap Equity Income Fund ETF 0.2 171 -91 6.4 +7.8
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.2 60 20 5.6 +7.0
QDEF FlexShares Quality Dividend Defensive Index Fund 0.2 37 43 6.0 +7.3
QDF FlexShares Quality Dividend Index Fund 0.2 37 43 6.0 +7.4
PKW Invesco Buyback Achievers ETF 0.2 62 18 7.3 +8.7
CZAR Themes Natural Monopoly ETF 0.2 35 45 5.8 +7.1
SPDW SPDR Portfolio Developed World ex-US ETF 0.2 3 77 6.8 +8.2
VBR Vanguard Small Cap Value ETF 0.2 7 73 9.3 +10.7
JQUA JPMorgan U.S. Quality Factor ETF 0.2 12 68 5.9 +7.3
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.2 25 55 7.0 +8.4
APIE ActivePassive International Equity ETF 0.1 45 35 7.2 +8.6
EFV iShares MSCI EAFE Value ETF 0.1 34 46 8.9 +10.3
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 35 8.6 +10.0
TXS Texas Capital Texas Equity Index ETF 0.1 49 31 5.6 +7.0
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.1 12 68 7.7 +9.1
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.1 36 44 6.3 +7.6
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 41 6.7 +8.0
VALQ American Century U.S. Quality Value ETF 0.1 29 51 7.8 +9.2
EFA iShares MSCI EAFE ETF 0.1 35 45 6.6 +7.9
DIHP Dimensional International High Profitability ETF 0.1 29 51 7.1 +8.5
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.1 12 68 5.9 +7.2
AVLV Avantis U.S. Large Cap Value ETF 0.1 15 65 7.7 +9.1
IEFA iShares Core MSCI EAFE ETF 0.1 7 73 6.9 +8.3
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.1 30 50 8.8 +10.1
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.1 30 50 6.9 +8.3
IDEV iShares Core MSCI International Developed Markets ETF 0.1 4 76 6.8 +8.2
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 60 6.8 +8.2
AVSC Avantis U.S Small Cap Equity ETF 0.1 25 55 5.6 +6.9
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.1 41 39 7.0 +8.4
AVSD Avantis Responsible International Equity ETF 0.1 23 57 5.5 +6.9
MCHI iShares MSCI China ETF 0.1 59 21 16.6 +18.0
LQPE PEO AlphaQuest Thematic PE ETF 0.1 125 -45 5.5 +6.9
EFG iShares MSCI EAFE Growth ETF 0.1 36 44 4.3 +5.6
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 34 46 7.4 +8.8
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 50 7.3 +8.7
AVDE Avantis International Equity ETF 0.1 23 57 7.2 +8.6
BKIE BNY Mellon International Equity ETF 0.1 4 76 6.9 +8.3
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.1 20 60 6.3 +7.7
GXC SPDR S&P China ETF 0.1 59 21 14.6 +16.0
IXUS iShares Core MSCI Total International Stock ETF 0.1 7 73 7.6 +9.0
DXIV Dimensional International Vector Equity ETF 0.1 34 46 7.8 +9.1
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.1 18 62 7.7 +9.1
DFAI Dimensional International Core Equity Market ETF 0.0 18 62 7.0 +8.4
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.0 49 31 6.8 +8.2
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.0 20 60 6.2 +7.6
BKF iShares MSCI BIC ETF 0.0 69 11 13.1 +14.5
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.0 32 48 8.5 +9.9
DFSI Dimensional International Sustainability Core 1 ETF 0.0 24 56 6.3 +7.7
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 55 9.2 +10.6
GMF SPDR S&P Emerging Asia Pacific ETF 0.0 49 31 9.0 +10.4
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 50 7.7 +9.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.0 39 41 9.7 +11.0
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 14 8.8 +10.1
EEMA iShares MSCI Emerging Markets Asia ETF 0.0 49 31 9.4 +10.8
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.0 70 10 8.6 +10.0
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.0 30 50 9.6 +11.0
EEM iShares MSCI Emerging Markets ETF 0.0 69 11 9.5 +10.9
DFIC Dimensional International Core Equity 2 ETF 0.0 23 57 7.3 +8.7
AVUV Avantis U.S. Small Cap Value ETF 0.0 25 55 10.0 +11.4
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 71 9.8 +11.1
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 73 10.0 +11.4

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

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RESULTS & ESTIMATES

  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 -9.5 %
Divided by: Fwd. P/BV 16.5 x
Less: Expense ratio 80 bp
Equals: ALTAR Score -1.4 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.42 CATEGORY
AVERAGE		 1.58
 
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.