Horizon Kinetics Medical ETF
ALTAR
Score™		 2.2% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 34.3x P/Sales
ratio		 4.3x
P/BV
ratio		 4.4x Div.
yield		 1.8%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
MEDX actively invests in global companies within the broad health care sector. Stock selection and weighting emphasizes those invested in cancer research and pharmaceutical developments.

FUND BASICS
Category Global Equities
Fund Sponsor Horizon Kinetics
Website horizonkinetics.com/products/etf/
Inception date Jan 30, 2023
Assets (mns) $16
Currency USD
Expense ratio 85 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 28
Wgt avg mkt cap (mns) $259,814
Large cap (>$10bn) 76.5%
Mid cap ($2-10bn) 10.1%
Small cap (<$2bn) 6.3%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
ELI LILLY & CO 15.9 %
ABBVIE INC 8.8 %
NOVARTIS AG-ADR 6.9 %
CASH & OTHER 6.1 %
AMGEN INC 5.9 %
ALNYLAM PHARMACEUTICALS INC 5.4 %
ASTRAZENECA PLC-SPONS ADR 5.3 %
BRISTOL-MYERS SQUIBB CO 5.0 %
JOHNSON & JOHNSON 4.7 %
ALKERMES PLC 4.2 %
Total 68.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 67.9 %
SWITZERLAND 10.5 %
BRITAIN 7.9 %
IRELAND 4.2 %







HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
2.0% -9.0% -- -- -3.4%

Market Correlations
versus... Beta R-squared
S&P500 0.60 30%
MSCI EAFE 0.74 50%
MSCI Emg. Mkts. 0.52 21%

Technical Indicators
Recent close $27.47
30d moving avg. $26.88
Annualized volatility 14.7%
Short interest (ETF) 0.1%
Relative strength (RSI) 58

Liquidity measures
Avg. volume (thou.) 3
Turnover 0.5%
Bid/Ask (% of price) 0.35%
ADV underlying (mns) $7,418

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 657 potential alternatives to the Horizon Kinetics Medical ETF ETF based on the alternatives' overlap in portfolio holdings with MEDX. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: MEDX Expense: 85 bp ALTAR Score™: 2.2%


ALTERNATIVE ETFs BASED ON OVERLAP WITH MEDX
Ticker Fund
Name		 Overlap1
vs MEDX
(%)		 Expense
ratio
(bp)		 Savings
vs MEDX
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs MEDX
(%)
PPH VanEck Pharmaceutical ETF 51.1 36 49 10.6 +8.3
IYH iShares U.S. Healthcare ETF 38.2 40 45 7.2 +4.9
FTXH First Trust Nasdaq Pharmaceuticals ETF 38.1 60 25 11.2 +9.0
THNR Amplify Weight Loss Drug & Treatment ETF 38.1 59 26 5.9 +3.6
XLV Health Care Select Sector SPDR Fund 38.1 8 77 7.9 +5.7
FHLC Fidelity MSCI Health Care Index ETF 35.6 8 77 6.5 +4.3
PJP Invesco Pharmaceuticals ETF 34.8 57 28 8.3 +6.1
VHT Vanguard Health Care ETF 34.4 9 76 6.4 +4.1
IHE iShares U.S. Pharmaceuticals ETF 32.3 40 45 9.2 +6.9
OZEM Roundhill GLP-1 & Weight Loss ETF 29.0 59 26 -0.6 -2.8
IXJ iShares Global Healthcare ETF 28.9 42 43 7.4 +5.2
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 25.4 75 10 1.2 -1.0
PINK Simplify Health Care ETF 22.5 50 35 1.0 -1.3
AGNG Global X Aging Population ETF 22.0 50 35 4.9 +2.7
GDOC Goldman Sachs Future Health Care Equity ETF 21.1 75 10 2.9 +0.6
IBBQ Invesco Nasdaq Biotechnology ETF 21.1 19 66 0.5 -1.7
MNTL Tema Neuroscience and Mental Health ETF 20.3 75 10 -0.9 -3.2
HART IQ Healthy Hearts ETF 19.0 45 40 6.8 +4.6
WDNA WisdomTree BioRevolution Fund 18.8 45 40 -1.3 -3.5
LRND IQ U.S. Large Cap R&D Leaders ETF 18.3 14 71 5.4 +3.1
XPH SPDR S&P Pharmaceuticals ETF 18.2 35 50 5.5 +3.3
CANC Tema Oncology ETF 18.1 75 10 -2.6 -4.8
SYNB Putnam BioRevolution ETF 17.6 70 15 3.1 +0.8
XBI SPDR S&P BIOTECH ETF 17.5 35 50 -3.0 -5.2
IBB iShares Biotechnology ETF 17.4 45 40 0.6 -1.6
DHS WisdomTree U.S. High Dividend Fund 16.9 38 47 8.2 +5.9
HDV iShares Core High Dividend ETF 16.2 8 77 6.9 +4.6
RSPH Invesco S&P 500 Equal Weight Health Care ETF 15.6 40 45 7.9 +5.7
BBH VanEck Biotech ETF 15.5 35 50 5.1 +2.9
FBT First Trust NYSE Arca Biotechnology Index Fund 15.5 56 29 4.5 +2.2
FXH First Trust Health Care AlphaDEX Fund 15.0 62 23 9.2 +6.9
SCHD Schwab US Dividend Equity ETF 14.9 6 79 9.9 +7.6
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 14.8 29 56 6.4 +4.2
GNOM Global X Genomics & Biotechnology ETF 14.5 50 35 -3.6 -5.8
BGIG Bahl & Gaynor Income Growth ETF 14.5 45 40 5.4 +3.2
MEDI Harbor Health Care ETF 13.8 80 5 -1.4 -3.7
HELX Franklin Genomic Advancements ETF 13.5 50 35 -0.3 -2.5
AVIE Avantis  Inflation Focused Equity ETF 13.2 25 60 7.4 +5.2
DJD Invesco Dow Jones Industrial Average Dividend ETF 13.1 7 78 7.5 +5.3
USCF Themes US Cash Flow Champions ETF 12.5 29 56 9.1 +6.9
HKND Humankind US Stock ETF 12.5 11 74 7.4 +5.1
UDI USCF Dividend Income Fund 12.2 65 20 8.3 +6.0
RAFE PIMCO RAFI ESG U.S. ETF 12.1 29 56 7.3 +5.1
SDEP SFP Core Equity Strategy 12.0 10 75 6.5 +4.3
DURA VanEck Durable High Dividend ETF 11.9 29 56 8.6 +6.3
GCOW Pacer Global Cash Cows Dividend ETF 11.9 60 25 11.1 +8.9
COWZ Pacer US Cash Cows 100 ETF 11.7 49 36 9.5 +7.2
DUHP Dimensional US High Profitability ETF 11.3 21 64 6.4 +4.1
ARKG ARK Genomic Revolution ETF 11.2 75 10 0.0 -2.2
LGCF Themes US Cash Flow Champions ETF 11.2 30 55 8.5 +6.2
DFNV Donoghue Forlines Innovation ETF 11.1 69 16 4.6 +2.4
BMED Future Health ETF 10.7 85 0 0.5 -1.7
QDEF FlexShares Quality Dividend Defensive Index Fund 10.6 37 48 6.2 +3.9
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 10.6 15 70 5.9 +3.7
VFLO VictoryShares Free Cash Flow ETF 10.4 39 46 10.9 +8.7
FDL First Trust Morningstar Dividend Leaders Index Fund 10.4 45 40 9.5 +7.3
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 10.2 49 36 9.4 +7.2
QLV FlexShares US Quality Low Volatility Index Fund 10.0 22 63 5.7 +3.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 10.0 48 37 6.1 +3.9
PBE Invesco Biotechnology & Genome ETF 9.9 58 27 2.3 +0.1
DGRO iShares Core Dividend Growth ETF 9.9 8 77 6.5 +4.2
BBP Virtus LifeSci Biotech Products ETF 9.9 79 6 -8.1 -10.3
EDOW First Trust Dow 30 Equal Weight ETF 9.9 50 35 5.1 +2.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 9.4 29 56 6.5 +4.3
DSTL Distillate US Fundamental Stability & Value ETF 9.4 39 46 8.5 +6.2
TTAC FCF US Quality ETF 9.4 59 26 6.1 +3.9
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 9.3 35 50 6.2 +3.9
DLN WisdomTree U.S. LargeCap Dividend Fund 9.3 28 57 6.0 +3.8
WRND IQ Global Equity R&D Leaders ETF 9.1 18 67 8.4 +6.1
ABFL Abacus FCF Leaders ETF 9.1 59 26 5.6 +3.4
NUDV Nuveen ESG Dividend ETF 9.1 26 59 7.7 +5.5
MODL VictoryShares WestEnd U.S. Sector ETF 9.1 42 43 4.6 +2.4
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 8.8 49 36 6.6 +4.4
TBG TBG Dividend Focus ETF 8.6 59 26 7.9 +5.6
VALQ American Century U.S. Quality Value ETF 8.6 29 56 7.8 +5.5
MVAL VanEck Morningstar Wide Moat Value ETF 8.6 49 36 6.3 +4.1
FDRR Fidelity Dividend ETF for Rising Rates 8.6 15 70 7.2 +5.0
MBCC Monarch Blue Chips Core ETF 8.6 125 -40 4.0 +1.8
USMC Principal U.S. Mega-Cap ETF 8.4 12 73 4.5 +2.3
PFM Invesco Dividend Achievers ETF 8.4 53 32 5.3 +3.1
ABOT Abacus FCF Innovation Leaders ETF 8.4 69 16 4.4 +2.2
VIG Vanguard Dividend Appreciation ETF 8.4 5 80 5.6 +3.4
QDF FlexShares Quality Dividend Index Fund 8.3 37 48 6.3 +4.1
QLTY GMO U.S. Quality ETF 8.3 50 35 4.8 +2.5
DTD WisdomTree U.S. Total Dividend Fund 8.2 28 57 6.4 +4.1
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 8.2 60 25 7.2 +5.0
HAPI Harbor Human Capital Factor US Large Cap ETF 8.2 36 49 4.9 +2.6
STXD Strive 1000 Dividend Growth ETF 8.1 35 50 4.9 +2.7
MGV Vanguard Mega Cap Value ETF 8.1 7 78 6.7 +4.5
FLOW Global X U.S. Cash Flow Kings 100 ETF 8.0 25 60 11.7 +9.5
DIVY Sound Equity Dividend Income ETF 8.0 45 40 11.2 +9.0
MOTE VanEck Morningstar ESG Moat ETF 7.9 49 36 5.6 +3.4
BRIF FIS Bright Portfolios Focused Equity ETF 7.8 65 20 4.9 +2.7
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7.7 60 25 4.4 +2.1
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 7.6 56 29 6.4 +4.2
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 7.6 30 55 9.0 +6.7
ABLG Abacus FCF International Leaders ETF 7.5 59 26 6.5 +4.2
BGDV Bahl & Gaynor Dividend ETF 7.5 45 40 4.8 +2.6
DIA SPDR Dow Jones Industrial Average ETF Trust 7.4 16 69 5.5 +3.3
TINT ProShares Smart Materials ETF 7.3 58 27 7.3 +5.1
FMED Fidelity Disruptive Medicine ETF 7.2 50 35 -1.1 -3.4
MBOX Freedom Day Dividend ETF 7.1 39 46 7.7 +5.4
IBRN iShares Neuroscience and Healthcare ETF 7.1 47 38 0.0 -2.2
DIVZ TrueShares Low Volatility Equity Income ETF 7.1 65 20 6.5 +4.3
VSLU Applied Finance Valuation Large Cap ETF 7.0 49 36 5.6 +3.4
SNPG Xtrackers S&P 500 Growth ESG ETF 7.0 15 70 4.5 +2.3
PRXV Praxis Impact Large Cap Value ETF 6.9 36 49 6.6 +4.4
SPMV Invesco S&P 500 Minimum Variance ETF 6.9 10 75 5.4 +3.2
ZECP Zacks Earnings Consistent Portfolio ETF 6.9 55 30 4.8 +2.6
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 6.8 15 70 6.6 +4.4
HTEC ROBO Global Healthcare Technology and Innovation ETF 6.8 68 17 2.3 +0.1
EQWL Invesco S&P 100 Equal Weight ETF 6.8 25 60 6.0 +3.8
SPXT ProShares S&P 500 Ex-Technology ETF 6.7 9 76 5.7 +3.4
QUVU Hartford Quality Value ETF 6.7 46 39 7.3 +5.1
FUNL CornerCap Fundametrics Large-Cap ETF 6.6 50 35 7.4 +5.2
VYM Vanguard High Dividend Yield Index ETF 6.6 6 79 7.2 +5.0
EPS WisdomTree U.S. LargeCap Fund 6.6 8 77 5.8 +3.6
IDNA iShares Genomics Immunology and Healthcare ETF 6.6 47 38 -2.2 -4.4
PWV Invesco Large Cap Value ETF 6.6 55 30 7.5 +5.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 6.5 10 75 5.0 +2.8
FDLO Fidelity Low Volatility Factor ETF 6.5 15 70 5.4 +3.2
INCE Franklin Income Equity Focus ETF 6.5 29 56 5.5 +3.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 6.5 7 78 5.1 +2.9
VTV Vanguard Value ETF 6.5 4 81 7.0 +4.8
QUAL iShares MSCI USA Quality Factor ETF 6.4 15 70 5.3 +3.1
MOAT VanEck Morningstar Wide Moat ETF 6.4 46 39 5.6 +3.4
QDIV Global X S&P 500 Quality Dividend ETF 6.3 20 65 8.5 +6.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 6.3 10 75 5.3 +3.0
JAVA JPMorgan Active Value ETF 6.3 44 41 6.4 +4.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 6.3 32 53 5.0 +2.8
DIVG Invesco S&P 500 High Dividend Growers ETF 6.3 39 46 8.5 +6.2
STXV Strive 1000 Value ETF 6.3 18 67 8.2 +6.0
SWP SWP Growth & Income ETF 6.2 99 -14 4.2 +2.0
IPDP Dividend Performers ETF 6.1 122 -37 5.1 +2.9
GDIV Harbor Dividend Growth Leaders ETF 6.1 50 35 5.3 +3.1
DRUP GraniteShares Nasdaq Select Disruptors ETF 6.1 60 25 4.0 +1.8
MDLV Morgan Dempsey Large Cap Value ETF 6.1 58 27 7.5 +5.2
CGDV Capital Group Dividend Value ETF 6.1 33 52 4.5 +2.3
DIVS SmartETFs Dividend Builder ETF 6.0 65 20 4.9 +2.7
CRTC Xtrackers US National Critical Technologies ETF 6.0 35 50 4.8 +2.6
QUS SPDR MSCI USA StrategicFactors ETF 6.0 15 70 5.8 +3.5
FLRG Fidelity U.S. Multifactor ETF 6.0 15 70 7.0 +4.8
NZUS SPDR MSCI USA Climate Paris Aligned ETF 6.0 10 75 4.4 +2.2
DANA Dana Unconstrained Equity ETF 6.0 50 35 3.0 +0.8
SDOG ALPS Sector Dividend Dogs ETF 6.0 36 49 9.5 +7.3
GGUS Marketbeta Russell 1000 Growth Equity ETF 6.0 12 73 4.5 +2.3
VUSE Vident U.S. Equity Strategy ETF 6.0 50 35 4.6 +2.4
TECB iShares U.S. Tech Breakthrough Multisector ETF 5.9 40 45 3.5 +1.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 5.9 10 75 4.4 +2.2
XMAG Defiance Large Cap ex-Mag 7 ETF 5.9 35 50 5.2 +2.9
ARKK ARK Innovation ETF 5.9 75 10 -2.3 -4.6
FVAL Fidelity Value Factor ETF 5.9 15 70 7.1 +4.9
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 5.9 19 66 5.2 +3.0
TMFE Motley Fool Capital Efficiency 100 Index ETF 5.9 50 35 4.3 +2.0
JEPI JPMorgan Equity Premium Income ETF 5.9 35 50 5.5 +3.3
WOMN Impact Shares YWCA Women's Empowerment ETF 5.8 75 10 5.4 +3.1
SNPV Xtrackers S&P 500 Value ESG ETF 5.8 15 70 6.8 +4.6
GINN Goldman Sachs Innovate Equity ETF 5.8 52 33 3.6 +1.4
NULV Nuveen ESG Large-Cap Value ETF 5.8 26 59 6.3 +4.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 5.8 8 77 5.1 +2.8
DIVL Madison Dividend Value ETF 5.7 65 20 6.1 +3.9
HDUS Hartford Disciplined US Equity ETF 5.7 19 66 5.8 +3.6
SFY SoFi Select 500 ETF 5.7 0 85 4.5 +2.3
KONG Formidable Fortress ETF 5.7 89 -4 6.0 +3.8
FELV Fidelity Enhanced Large Cap Value ETF 5.7 18 67 6.9 +4.6
JGLO JPMorgan Global Select Equity ETF 5.6 33 52 4.9 +2.7
SPXN ProShares S&P 500 Ex-Financials ETF 5.6 9 76 5.0 +2.8
ILCV iShares Morningstar Value ETF 5.6 4 81 6.7 +4.5
FELC Fidelity Enhanced Large Cap Core ETF 5.6 18 67 5.3 +3.1
SPDV AAM S&P 500 High Dividend Value ETF 5.5 29 56 10.9 +8.7
FLQL Franklin LibertyQ U.S. Equity ETF 5.5 15 70 5.5 +3.2
ESGG FlexShares STOXX Global ESG Select Index Fund 5.5 42 43 5.5 +3.2
SCHV Schwab U.S. Large-Cap Value ETF 5.4 4 81 6.8 +4.6
SUSL iShares ESG MSCI USA Leaders ETF 5.4 10 75 5.0 +2.7
LOWV AB US Low Volatility Equity ETF 5.4 48 37 5.2 +2.9
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 5.4 5 80 8.1 +5.9
SIXA ETC 6 Meridian Mega Cap Equity ETF 5.4 80 5 6.8 +4.6
EVUS iShares ESG Aware MSCI USA Value ETF 5.3 18 67 6.8 +4.6
USRD Themes US R&D Champions ETF 5.3 29 56 4.4 +2.2
QLC FlexShares US Quality Large Cap Index Fund 5.3 25 60 5.5 +3.3
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 5.3 49 36 4.6 +2.4
ROUS Hartford Multifactor US Equity ETF 5.3 19 66 7.3 +5.0
BKWO BNY Mellon Women's Opportunities ETF 5.3 50 35 3.7 +1.5
DIVB iShares Core Dividend ETF 5.3 5 80 7.7 +5.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 5.2 75 10 4.1 +1.8
AIEQ AI Powered Equity ETF 5.2 75 10 3.8 +1.5
TOPT iShares Top 20 U.S. Stocks ETF 5.2 20 65 4.0 +1.8
OEF iShares S&P 100 ETF 5.2 20 65 4.6 +2.4
JHDV John Hancock U.S. High Dividend ETF 5.2 34 51 6.6 +4.4
FFND Future Fund Active ETF 5.1 100 -15 4.4 +2.1
CGDG Capital Group Dividend Growers ETF 5.1 47 38 6.2 +4.0
LRGF iShares U.S. Equity Factor ETF 5.1 8 77 5.6 +3.3
DEW WisdomTree Global High Dividend Fund 5.1 58 27 8.7 +6.4
DFVX Dimensional US Large Cap Vector ETF 5.1 22 63 6.3 +4.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 5.1 20 65 5.1 +2.9
USMV iShares MSCI USA Min Vol Factor ETF 5.1 15 70 5.7 +3.5
SHE SPDR MSCI USA Gender Diversity ETF 5.0 20 65 5.0 +2.8
JQUA JPMorgan U.S. Quality Factor ETF 5.0 12 73 6.0 +3.7
IVE iShares S&P 500 Value ETF 5.0 18 67 6.3 +4.1
SPYV SPDR Portfolio S&P 500 Value ETF 5.0 4 81 6.4 +4.2
VOOV Vanguard S&P 500 Value ETF 5.0 7 78 6.4 +4.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 5.0 45 40 4.5 +2.3
SNPE Xtrackers S&P 500 ESG ETF 5.0 10 75 5.1 +2.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.9 35 50 4.2 +1.9
GINX SGI Enhanced Global Income ETF 4.9 98 -13 7.0 +4.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 4.9 7 78 4.9 +2.6
DVND Touchstone Dividend Select ETF 4.9 67 18 5.7 +3.5
SPXE ProShares S&P 500 Ex-Energy ETF 4.9 9 76 4.9 +2.6
CGUS Capital Group Core Equity ETF 4.9 33 52 4.3 +2.1
YLDE ClearBridge Dividend Strategy ESG ETF 4.8 60 25 5.8 +3.6
IWX iShares Russell Top 200 Value ETF 4.8 20 65 6.4 +4.1
XLG Invesco S&P 500 Top 50 ETF 4.8 20 65 4.5 +2.2
GVIP Goldman Sachs Hedge Industry VIP ETF 4.8 45 40 3.4 +1.2
BKLC BNY Mellon US Large Cap Core Equity ETF 4.8 0 85 5.0 +2.7
QGRO American Century U.S. Quality Growth ETF 4.8 29 56 3.6 +1.3
PEY Invesco High Yield Equity Dividend Achievers ETF 4.8 52 33 10.0 +7.8
FTA First Trust Large Cap Value AlphaDEX Fund 4.8 59 26 9.2 +7.0
REVS Columbia Research Enhanced Value ETF 4.7 19 66 7.8 +5.5
IWY iShares Russell Top 200 Growth ETF 4.7 20 65 4.5 +2.3
IUSV iShares Core S&P US Value ETF 4.7 4 81 6.6 +4.3
FELG Fidelity Enhanced Large Cap Growth ETF 4.7 18 67 4.7 +2.5
DFLV Dimensional US Large Cap Value ETF 4.7 22 63 8.0 +5.8
FLV American Century Focused Large Cap Value ETF 4.7 42 43 6.7 +4.5
RECS Columbia Research Enhanced Core ETF 4.7 15 70 5.8 +3.6
VOTE TCW Transform 500 ETF 4.7 5 80 4.9 +2.7
ANEW ProShares MSCI Transformational Changes ETF 4.7 45 40 6.1 +3.8
MGC Vanguard Mega Cap ETF 4.7 7 78 4.7 +2.5
VFMV Vanguard U.S. Minimum Volatility ETF 4.6 13 72 5.8 +3.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 4.6 2 83 5.0 +2.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 4.6 14 71 5.0 +2.8
OALC OneAscent Large Cap Core ETF 4.6 86 -1 4.1 +1.9
YOKE Yoke Core ETF 4.6 42 43 4.5 +2.2
RVER Trenchless Fund ETF 4.6 65 20 2.4 +0.1
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.6 39 46 12.3 +10.0
IOO iShares Global 100 ETF 4.6 41 44 4.9 +2.7
DSPY Tema S&P 500 Historical Weight ETF 4.6 18 67 5.2 +3.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 4.5 19 66 6.5 +4.2
ITAN Sparkline Intangible Value ETF 4.5 50 35 6.8 +4.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 4.5 11 74 5.0 +2.7
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.5 58 27 3.9 +1.7
FDG American Century Focused Dynamic Growth ETF 4.5 45 40 2.0 -0.2
IWL iShares Russell Top 200 ETF 4.4 15 70 4.7 +2.5
CVLC Calvert US Large-Cap Core Responsible Index ETF 4.4 15 70 5.0 +2.7
ACVF American Conservative Values ETF 4.4 75 10 4.3 +2.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 4.4 50 35 8.4 +6.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 4.4 15 70 4.7 +2.5
VLUE iShares MSCI USA Value Factor ETF 4.4 15 70 9.9 +7.7
DGRW WisdomTree US Quality Dividend Growth Fund 4.4 28 57 5.5 +3.3
BDIV AAM Brentview Dividend Growth ETF 4.3 49 36 4.6 +2.4
CGGO Capital Group Global Growth Equity ETF 4.3 47 38 4.7 +2.4
GGRW Gabelli Growth Innovators ETF 4.3 90 -5 2.3 +0.1
JVAL JPMorgan U.S. Value Factor ETF 4.3 12 73 8.4 +6.1
PRF Invesco FTSE RAFI US 1000 ETF 4.3 39 46 6.9 +4.7
XT iShares Exponential Technologies ETF 4.3 46 39 4.8 +2.5
FNDX Schwab Fundamental US Large Co. Index ETF 4.2 25 60 7.2 +5.0
DFUV Dimensional US Marketwide Value ETF 4.2 22 63 7.7 +5.5
GVUS Marketbeta Russell 1000 Value Equity ETF 4.2 12 73 6.6 +4.4
PSIL AdvisorShares Psychedelics ETF 4.2 99 -14 0.0 -2.2
AUSF Global X Adaptive U.S. Factor ETF 4.2 27 58 8.9 +6.7
RND First Trust Bloomberg R&D Leaders ETF 4.1 60 25 3.6 +1.4
ICAP InfraCap Equity Income Fund ETF 4.1 171 -86 6.6 +4.4
HGRO Hedgeye Quality Growth ETF 4.1 70 15 3.3 +1.0
IUS Invesco RAFI Strategic US ETF 4.1 19 66 6.8 +4.6
VV Vanguard Large-Cap ETF 4.1 4 81 4.9 +2.7
SMRI Bushido Capital US Equity ETF 4.1 71 14 9.5 +7.2
FCPI Fidelity Stocks for Inflation ETF 4.1 15 70 7.6 +5.4
KLMN Invesco MSCI North America Climate ETF 4.0 9 76 5.1 +2.9
DFSU Dimensional US Sustainability Core 1 ETF 4.0 18 67 5.5 +3.2
TOV JLens 500 Jewish Advocacy U.S. ETF 4.0 18 67 4.7 +2.5
NANC Unusual Whales Subversive Democratic Trading ETF 4.0 75 10 3.7 +1.5
STRV Strive 500 ETF 4.0 5 80 4.9 +2.6
FTCS First Trust Capital Strength ETF 4.0 55 30 5.9 +3.6
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 4.0 20 65 4.8 +2.5
WBIY WBI Power Factor High Dividend ETF 4.0 100 -15 15.5 +13.3
VSDA VictoryShares Dividend Accelerator ETF 4.0 35 50 7.0 +4.8
SPYD SPDR Portfolio S&P 500 High Dividend ETF 4.0 7 78 10.1 +7.8
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 3.9 60 25 9.9 +7.7
FNDB Schwab Fundamental US Broad Market Index ETF 3.9 25 60 7.3 +5.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 3.9 18 67 5.8 +3.6
NULC Nuveen ESG Large-Cap ETF 3.9 21 64 4.8 +2.5
CVAR Cultivar ETF 3.9 87 -2 7.0 +4.7
VOO Vanguard S&P 500 ETF 3.9 3 82 5.0 +2.8
IVV iShares Core S&P 500 ETF 3.9 3 82 5.0 +2.8
SPY SPDR S&P 500 ETF Trust 3.9 9 76 5.0 +2.7
SPLG SPDR Portfolio S&P 500 ETF 3.9 2 83 5.0 +2.8
IWF iShares Russell 1000 Growth ETF 3.9 19 66 4.4 +2.1
FDWM Fidelity Women's Leadership ETF 3.9 59 26 5.0 +2.7
LGDX Intech S&P Large Cap Diversified Alpha ETF 3.9 25 60 5.4 +3.1
AVSU Avantis Responsible U.S. Equity ETF 3.9 15 70 6.1 +3.9
FVD First Trust Value Line Dividend Index Fund 3.9 65 20 6.4 +4.2
PBUS Invesco MSCI USA ETF 3.9 4 81 4.9 +2.7
GK AdvisorShares Gerber Kawasaki ETF 3.9 75 10 2.4 +0.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3.9 9 76 5.3 +3.0
SBIO ALPS Medical Breakthroughs ETF 3.9 50 35 0.0 -2.2
ILCB iShares Morningstar U.S. Equity ETF 3.8 3 82 5.0 +2.7
CGGR Capital Group Growth ETF 3.8 39 46 3.2 +1.0
VONG Vanguard Russell 1000 Growth ETF 3.8 7 78 4.5 +2.3
QWLD SPDR MSCI World StrategicFactors ETF 3.8 30 55 6.1 +3.9
GSPY Gotham Enhanced 500 ETF 3.8 50 35 5.4 +3.1
CHGX AXS Change Finance ESG ETF 3.8 49 36 4.9 +2.7
JHML John Hancock Multifactor Large Cap ETF 3.8 29 56 5.4 +3.2
HLGE Hartford Longevity Economy ETF 3.8 44 41 6.6 +4.4
QVML Invesco S&P 500 QVM Multi-factor ETF 3.8 11 74 5.1 +2.9
NULG Nuveen ESG Large-Cap Growth ETF 3.8 26 59 3.3 +1.1
FBCV Fidelity Blue Chip Value ETF 3.8 59 26 7.6 +5.3
VONV Vanguard Russell 1000 Value ETF 3.7 7 78 6.7 +4.4
VONE Vanguard Russell 1000 ETF 3.7 7 78 5.0 +2.8
FQAL Fidelity Quality Factor ETF 3.7 15 70 5.7 +3.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 3.7 25 60 5.8 +3.6
IWB iShares Russell 1000 ETF 3.7 15 70 4.9 +2.7
IYY iShares Dow Jones U.S. ETF 3.7 20 65 4.8 +2.6
SCHX Schwab U.S. Large-Cap ETF 3.7 3 82 5.0 +2.8
VTI Vanguard Total Stock Market ETF 3.7 3 82 4.9 +2.7
ESGU iShares ESG Aware MSCI USA ETF 3.6 15 70 4.9 +2.7
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 3.6 3 82 5.2 +3.0
LCF Touchstone US Large Cap Focused ETF 3.6 69 16 4.3 +2.0
NACP Impact Shares NAACP Minority Empowerment ETF 3.6 49 36 4.9 +2.6
DFUS Dimensional U.S. Equity ETF 3.6 9 76 4.9 +2.7
ESGV Vanguard ESG U.S. Stock ETF 3.6 9 76 4.8 +2.6
LRNZ TrueShares Technology, AI & Deep Learning ETF 3.6 69 16 -0.6 -2.8
SCHK Schwab 1000 Index ETF 3.6 5 80 5.1 +2.8
TMFC Motley Fool 100 Index ETF 3.6 50 35 3.5 +1.3
DFAU Dimensional US Core Equity Market ETF 3.6 12 73 5.1 +2.9
VTHR Vanguard Russell 3000 ETF 3.6 7 78 4.9 +2.7
IWV iShares Russell 3000 ETF 3.6 20 65 4.8 +2.6
APUE ActivePassive U.S. Equity ETF 3.6 45 40 4.7 +2.5
KOKU Xtrackers MSCI Kokusai Equity ETF 3.6 9 76 5.3 +3.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 3.5 3 82 5.0 +2.8
XVV iShares ESG Screened S&P 500 ETF 3.5 8 77 4.9 +2.7
PSCH Invesco S&P SmallCap Health Care ETF 3.5 29 56 4.6 +2.4
SCHB Schwab U.S. Broad Market ETF 3.5 3 82 5.1 +2.9
IWD iShares Russell 1000 Value ETF 3.5 19 66 6.5 +4.3
DYNF BlackRock U.S. Equity Factor Rotation ETF 3.5 30 55 4.5 +2.3
ROE Astoria US Quality Kings ETF 3.5 49 36 6.7 +4.5
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 3.5 38 47 7.8 +5.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 3.5 35 50 7.8 +5.6
YALL God Bless America ETF 3.4 65 20 3.6 +1.4
QGRW WisdomTree U.S. Quality Growth Fund 3.4 28 57 4.2 +1.9
ACWV iShares MSCI Global Min Vol Factor ETF 3.4 20 65 6.0 +3.8
HLAL Wahed FTSE USA Shariah ETF 3.4 50 35 4.9 +2.7
RVRB Reverb ETF 3.4 30 55 4.6 +2.4
ADME Aptus Drawdown Managed Equity ETF 3.4 79 6 4.2 +2.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 3.4 35 50 6.1 +3.9
JGRO JPMorgan Active Growth ETF 3.4 44 41 3.5 +1.2
JMOM JPMorgan U.S. Momentum Factor ETF 3.4 12 73 4.5 +2.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 3.3 49 36 4.5 +2.2
PAWZ ProShares Pet Care ETF 3.3 50 35 3.8 +1.5
DCOR Dimensional US Core Equity 1 ETF 3.3 14 71 5.5 +3.2
CZAR Themes Natural Monopoly ETF 3.3 35 50 5.5 +3.2
SEMG Suncoast Select Growth ETF 3.3 60 25 4.1 +1.9
KRMA Global X Conscious Companies ETF 3.3 43 42 5.9 +3.7
QNXT iShares Nasdaq-100 ex Top 30 ETF 3.3 20 65 4.2 +2.0
AVUS Avantis U.S. Equity ETF 3.2 15 70 5.9 +3.7
DFAC Dimensional U.S. Core Equity 2 ETF 3.2 17 68 5.6 +3.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 3.2 12 73 4.6 +2.4
GLOF iShares Global Equity Factor ETF 3.2 20 65 6.7 +4.5
BGRO iShares Large Cap Growth Active ETF 3.2 55 30 3.1 +0.8
DXUV Dimensional US Vector Equity ETF 3.1 28 57 6.4 +4.1
DGT SPDR Global Dow ETF 3.1 50 35 7.3 +5.1
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.1 29 56 6.3 +4.0
FBCG Fidelity Blue Chip Growth ETF 3.1 59 26 2.9 +0.6
FFOG Franklin Focused Growth ETF 3.1 61 24 2.4 +0.1
CCMG CCM Global Equity ETF 3.1 34 51 8.7 +6.5
JGRW Jensen Quality Growth ETF 3.1 57 28 4.7 +2.5
SSPY Syntax Stratified LargeCap ETF 3.1 30 55 6.7 +4.5
DVY iShares Select Dividend ETF 3.0 38 47 9.4 +7.2
SHUS Syntax Stratified U.S. Total Market Hedged ETF 3.0 65 20 6.4 +4.2
LVOL American Century Low Volatility ETF 3.0 29 56 4.8 +2.6
FEX First Trust Large Cap Core AlphaDEX Fund 3.0 59 26 6.0 +3.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.0 12 73 5.2 +3.0
VLU SPDR S&P 1500 Value Tilt ETF 3.0 12 73 7.6 +5.4
FSST Fidelity Sustainable U.S. Equity ETF 3.0 59 26 4.3 +2.1
TOK iShares MSCI Kokusai ETF 3.0 26 59 5.1 +2.9
VOOG Vanguard S&P 500 Growth ETF 3.0 7 78 4.1 +1.9
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.0 15 70 7.6 +5.3
IVW iShares S&P 500 Growth ETF 3.0 18 67 4.0 +1.7
SPYG SPDR Portfolio S&P 500 Growth ETF 3.0 4 81 4.1 +1.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.9 20 65 5.8 +3.6
FFLC Fidelity Fundamental Large Cap Core ETF 2.9 38 47 4.6 +2.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.9 25 60 6.0 +3.8
LIVR Intelligent Livermore ETF 2.9 69 16 6.3 +4.1
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.9 65 20 3.8 +1.6
USMF WisdomTree U.S. Multifactor Fund 2.9 28 57 7.0 +4.7
BBC Virtus LifeSci Biotech Clinical Trials ETF 2.9 79 6 0.0 -2.2
JPEF JPMorgan Equity Focus ETF 2.9 50 35 4.3 +2.1
APIE ActivePassive International Equity ETF 2.9 45 40 7.5 +5.2
LOGO Alpha Brands Consumption Leaders ETF 2.9 69 16 6.2 +4.0
DSI iShares MSCI KLD 400 Social ETF 2.9 25 60 4.9 +2.6
STXG Strive 1000 Growth ETF 2.8 18 67 3.9 +1.7
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.8 49 36 3.7 +1.5
URTH iShares MSCI World ETF 2.8 24 61 5.2 +3.0
IUSG iShares Core S&P U.S. Growth ETF 2.8 4 81 4.2 +2.0
VFVA Vanguard U.S. Value Factor ETF 2.8 13 72 11.4 +9.2
KLMT Invesco MSCI Global Climate 500 ETF 2.8 10 75 5.9 +3.6
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 2.8 60 25 7.0 +4.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.7 18 67 7.8 +5.6
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.7 27 58 7.0 +4.8
AGQI First Trust Active Global Quality Income ETF 2.7 85 0 5.3 +3.1
FOVL iShares Focused Value Factor ETF 2.7 25 60 10.1 +7.9
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.6 15 70 4.5 +2.3
EBI Longview Advantage ETF 2.6 35 50 6.7 +4.5
SSPX Janus Henderson U.S. Sustainable Equity ETF 2.6 55 30 4.2 +2.0
MGK Vanguard Mega Cap Growth ETF 2.6 7 78 4.1 +1.9
FDVV Fidelity High Dividend ETF 2.6 15 70 7.8 +5.5
RAYD Rayliant Quantitative Developed Market Equity ETF 2.6 80 5 4.4 +2.2
MAVF Matrix Advisors Value ETF 2.5 75 10 5.9 +3.7
AVUQ Avantis U.S. Quality ETF 2.5 15 70 4.8 +2.6
RWL Invesco S&P 500 Revenue ETF 2.5 39 46 6.8 +4.6
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.5 65 20 3.5 +1.2
ACWI iShares MSCI ACWI ETF 2.5 32 53 5.7 +3.4
SXQG ETC 6 Meridian Quality Growth ETF 2.5 100 -15 4.7 +2.5
THRO iShares U.S. Thematic Rotation Active ETF 2.5 90 -5 4.0 +1.8
RCGE RockCreek Global Equality ETF 2.5 95 -10 6.4 +4.1
FAB First Trust Multi Cap Value AlphaDEX Fund 2.5 67 18 10.3 +8.0
SDY SPDR S&P Dividend ETF 2.5 35 50 6.7 +4.5
SCHG Schwab U.S. Large-Cap Growth ETF 2.5 4 81 4.0 +1.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.5 9 76 6.1 +3.9
WTV WisdomTree US Value Fund of Benef Interest 2.4 12 73 9.3 +7.1
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 2.4 12 73 5.8 +3.5
GVLU Gotham 1000 Value ETF 2.4 50 35 9.1 +6.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.4 9 76 5.9 +3.6
VUG Vanguard Growth ETF 2.4 4 81 4.0 +1.8
ILCG iShares Morningstar Growth ETF 2.4 4 81 3.7 +1.5
VFQY Vanguard U.S. Quality Factor ETF 2.4 13 72 6.4 +4.2
PID Invesco International Dividend Achievers ETF 2.3 53 32 5.6 +3.3
PRXG Praxis Impact Large Cap Growth ETF 2.3 36 49 4.1 +1.9
SPHQ Invesco S&P 500 Quality ETF 2.3 15 70 5.2 +3.0
MOTG VanEck Morningstar Global Wide Moat ETF 2.3 52 33 6.7 +4.5
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.3 20 65 4.7 +2.5
SUSA iShares MSCI USA ESG Select ETF 2.3 25 60 4.9 +2.6
EGUS iShares ESG Aware MSCI USA Growth ETF 2.3 18 67 4.1 +1.9
DIHP Dimensional International High Profitability ETF 2.3 29 56 7.3 +5.1
WLDR Affinity World Leaders Equity ETF 2.3 67 18 7.7 +5.5
VT Vanguard Total World Stock ETF 2.3 6 79 6.0 +3.8
AFLG First Trust Active Factor Large Cap ETF 2.2 55 30 6.2 +4.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 2.1 20 65 6.4 +4.1
RSP Invesco S&P 500 Equal Weight ETF 2.1 20 65 6.5 +4.2
MID American Century Mid Cap Growth Impact ETF 2.1 45 40 3.2 +0.9
DIV Global X SuperDividend US ETF 2.1 45 40 11.9 +9.7
VFMF Vanguard U.S. Multifactor ETF 2.1 18 67 8.3 +6.1
LRGC AB US Large Cap Strategic Equities ETF 2.1 48 37 4.5 +2.3
FDMO Fidelity Momentum Factor ETF 2.1 15 70 3.8 +1.5
HAPY Harbor Human Capital Factor Unconstrained ETF 2.1 50 35 5.6 +3.4
GQQQ Astoria US Quality Growth Kings ETF 2.1 35 50 4.7 +2.5
LEAD Siren DIVCON Leaders Dividend ETF 2.1 43 42 4.3 +2.1
EUSA iShares MSCI USA Equal Weighted ETF 2.1 9 76 6.1 +3.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.1 15 70 4.2 +2.0
SAGP Strategas Global Policy Opportunities ETF 2.0 65 20 5.2 +3.0
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.0 15 70 7.5 +5.3
SIZE iShares MSCI USA Size Factor ETF 2.0 15 70 5.8 +3.6
DFSI Dimensional International Sustainability Core 1 ETF 2.0 24 61 6.5 +4.3
INRO iShares U.S. Industry Rotation Active ETF 1.9 42 43 4.7 +2.4
LYLD Cambria Large Cap Shareholder Yield ETF 1.9 59 26 9.8 +7.6
PEXL Pacer US Export Leaders ETF 1.9 60 25 4.6 +2.4
EMOT First Trust S&P 500 Economic Moat ETF 1.9 60 25 7.0 +4.8
FTDS First Trust Dividend Strength ETF 1.9 70 15 7.9 +5.6
TIME Clockwise Core Equity & Innovation ETF 1.9 95 -10 2.7 +0.5
LRGE ClearBridge Large Cap Growth ESG ETF 1.9 59 26 3.9 +1.7
MAGA Point Bridge America First ETF 1.9 72 13 6.1 +3.9
QQQ Invesco QQQ Trust Series I 1.8 20 65 4.0 +1.8
QQQM Invesco NASDAQ 100 ETF 1.8 15 70 4.1 +1.9
TMDV ProShares Russell US Dividend Growers ETF 1.8 35 50 6.5 +4.3
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.8 49 36 4.2 +2.0
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.8 29 56 4.5 +2.2
SDG iShares MSCI Global Sustainable Development Goals ETF 1.8 49 36 6.2 +4.0
RGEF Rockefeller Global Equity ETF 1.8 55 30 4.9 +2.7
QQQS Invesco NASDAQ Future Gen 200 ETF 1.8 20 65 -2.6 -4.9
FTGS First Trust Growth Strength ETF 1.8 60 25 4.9 +2.7
QQMG Invesco ESG NASDAQ 100 ETF 1.7 20 65 4.1 +1.9
SIXL ETC 6 Meridian Low Beta Equity ETF 1.7 80 5 6.2 +3.9
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.7 15 70 9.3 +7.1
SHRY First Trust Bloomberg Shareholder Yield ETF 1.7 60 25 7.9 +5.7
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.6 70 15 4.8 +2.6
JSTC Adasina Social Justice All Cap Global ETF 1.6 89 -4 4.8 +2.6
CFA VictoryShares US 500 Volatility Wtd ETF 1.6 35 50 5.9 +3.7
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.6 40 45 5.9 +3.6
SFYF SoFi Social 50 ETF 1.5 29 56 0.3 -1.9
IWP iShares Russell Mid-Cap Growth ETF 1.5 23 62 3.4 +1.2
AVSD Avantis Responsible International Equity ETF 1.5 23 62 5.7 +3.5
AVIV Avantis International Large Cap Value ETF 1.5 25 60 9.0 +6.8
GOP Unusual Whales Subversive Republican Trading ETF 1.4 50 35 5.8 +3.5
BINV Brandes International ETF 1.4 70 15 9.7 +7.5
ONEQ Fidelity Nasdaq Composite Index ETF 1.4 21 64 3.8 +1.5
XSHQ Invesco S&P SmallCap Quality ETF 1.4 29 56 8.2 +6.0
ABLS Abacus FCF Small Cap Leaders ETF 1.4 59 26 6.5 +4.2
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.3 59 26 6.5 +4.2
BLCR iShares Large Cap Core Active ETF 1.3 36 49 3.7 +1.5
QTOP iShares Nasdaq Top 30 Stocks ETF 1.3 20 65 4.2 +2.0
RNSC Furst Trust Small Cap US Equity Select ETF 1.3 60 25 6.1 +3.9
DEUS Xtrackers Russell US Multifactor ETF 1.3 17 68 7.1 +4.9
DFIC Dimensional International Core Equity 2 ETF 1.3 23 62 7.6 +5.4
DXIV Dimensional International Vector Equity ETF 1.3 34 51 8.0 +5.8
TMFX Motley Fool Next Index ETF 1.3 50 35 2.6 +0.4
RFFC ALPS Active Equity Opportunity ETF 1.3 48 37 4.5 +2.2
GURU Global X Guru Index ETF 1.3 75 10 3.4 +1.2
BFOR ALPS Barron's 400 ETF 1.3 65 20 6.1 +3.8
SPGP Invesco S&P 500 GARP ETF 1.2 34 51 9.2 +7.0
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.2 20 65 6.0 +3.8
ULVM VictoryShares US Value Momentum ETF 1.2 20 65 7.4 +5.2
SMOT VanEck Morningstar SMID Moat ETF 1.2 49 36 6.8 +4.5
SYLD Cambria Shareholder Yield ETF 1.2 59 26 11.9 +9.7
EQAL Invesco Russell 1000 Equal Weight ETF 1.1 20 65 7.0 +4.7
PY Principal Value ETF 1.1 15 70 7.4 +5.2
WDIV SPDR S&P Global Dividend ETF 1.1 40 45 9.6 +7.3
VO Vanguard Mid-Cap ETF 1.1 4 81 5.8 +3.6
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.1 20 65 7.8 +5.6
TMAT Main Thematic Innovation ETF 1.1 164 -79 -1.4 -3.6
LGRO Level Four Large Cap Growth Active ETF 1.1 55 30 3.8 +1.6
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.1 25 60 5.4 +3.1
SPLV Invesco S&P 500 Low Volatility ETF 1.1 25 60 5.3 +3.1
SMAP Amplify Small-Mid Cap Equity ETF 1.1 60 25 5.5 +3.3
BLCV iShares Large Cap Value Active ETF 1.0 53 32 7.5 +5.3
CATH Global X S&P 500 Catholic Values Custom ETF 1.0 29 56 4.8 +2.6
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.0 35 50 10.6 +8.4
DFIV Dimensional International Value ETF 1.0 27 58 10.2 +7.9
FFOX FundX Future Fund Opportunities ETF 1.0 100 -15 4.4 +2.2
VOT Vanguard Mid-Cap Growth ETF 1.0 7 78 3.5 +1.3
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.0 35 50 9.9 +7.7
FSCS First Trust SMID Capital Strength ETF 1.0 60 25 7.0 +4.8
AVDE Avantis International Equity ETF 1.0 23 62 7.6 +5.4
AVLV Avantis U.S. Large Cap Value ETF 1.0 15 70 8.0 +5.8
VOE Vanguard Mid-Cap Value ETF 1.0 7 78 7.9 +5.6
IMCG iShares Morningstar Mid-Cap Growth ETF 0.9 6 79 4.1 +1.8
COPY Tweedy, Browne Insider + Value ETF 0.9 80 5 11.9 +9.6
JOET Virtus Terranova US Quality Momentum ETF 0.9 29 56 4.7 +2.5
NUMV Nuveen ESG Mid-Cap Value ETF 0.9 31 54 7.2 +4.9
PTL Inspire 500 ETF 0.9 9 76 5.4 +3.1
IWR iShares Russell Midcap ETF 0.9 19 66 5.9 +3.6
BUZZ VanEck Social Sentiment ETF 0.9 75 10 -0.0 -2.2
NIXT Research Affiliates Deletions ETF 0.9 9 76 8.8 +6.6
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.9 30 55 8.1 +5.9
FTC First Trust Large Cap Growth AlphaDEX Fund 0.9 59 26 2.8 +0.6
ETHO Etho Climate Leadership U.S. ETF 0.9 47 38 5.4 +3.2
VXF Vanguard Extended Market ETF 0.9 5 80 4.8 +2.6
AVMC Avantis U.S. Mid Cap Equity ETF 0.8 18 67 7.0 +4.8
CALF Pacer US Small Cap Cash Cows 100 ETF 0.8 59 26 11.3 +9.1
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.8 29 56 8.0 +5.8
IMCB iShares Morningstar Mid-Cap ETF 0.8 4 81 6.1 +3.8
STXK Strive Small-Cap ETF 0.8 18 67 6.2 +3.9
RNIN Bushido Capital US SMID Cap Equity ETF 0.8 70 15 5.0 +2.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.8 9 76 5.0 +2.7
DFAI Dimensional International Core Equity Market ETF 0.7 18 67 7.3 +5.1
USXF iShares ESG Advanced MSCI USA ETF 0.7 10 75 4.6 +2.3
IWS iShares Russell Mid-Cap Value ETF 0.7 23 62 6.8 +4.6
IWN iShares Russell 2000 Value ETF 0.7 24 61 7.8 +5.6
BKSE BNY Mellon US Small Cap Core Equity ETF 0.7 4 81 6.1 +3.9
AVMV Avantis U.S. Mid Cap Value ETF 0.7 20 65 8.9 +6.7
RFDA RiverFront Dynamic US Dividend Advantage ETF 0.7 52 33 6.6 +4.3
IMCV iShares Morningstar Mid-Cap Value ETF 0.7 6 79 8.3 +6.0
RPV Invesco S&P 500 Pure Value ETF 0.7 35 50 10.8 +8.6
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.7 79 6 4.5 +2.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.6 52 33 5.5 +3.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.6 58 27 5.4 +3.2
SMLF iShares U.S. SmallCap Equity Factor ETF 0.6 15 70 6.3 +4.1
RSSL Global X Russell 2000 ETF 0.6 8 77 4.5 +2.3
ISCB iShares Morningstar Small-Cap ETF 0.6 4 81 6.2 +4.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.6 39 46 6.6 +4.3
IWM iShares Russell 2000 ETF 0.6 19 66 4.5 +2.3
PSC Principal U.S. Small-Cap ETF 0.6 38 47 7.0 +4.7
VBK Vanguard Small-Cap Growth ETF 0.5 7 78 1.9 -0.3
ISCV iShares Morningstar Small Cap Value ETF 0.5 6 79 9.4 +7.2
VFMO Vanguard U.S. Momentum Factor ETF 0.5 13 72 3.1 +0.9
FESM Fidelity Enhanced Small Cap ETF 0.5 28 57 7.8 +5.5
FMDE Fidelity Enhanced Mid Cap ETF 0.5 23 62 5.8 +3.6
AFSM First Trust Active Factor Small Cap ETF 0.5 75 10 7.8 +5.6
AVSC Avantis U.S Small Cap Equity ETF 0.5 25 60 6.0 +3.8
NUSC Nuveen ESG Small-Cap ETF 0.5 31 54 5.5 +3.3
ESIX SPDR S&P SmallCap 600 ESG ETF 0.5 12 73 8.3 +6.1
TAX Cambria Tax Aware ETF 0.5 49 36 5.2 +3.0
AVUV Avantis U.S. Small Cap Value ETF 0.5 25 60 10.2 +8.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.5 20 65 6.0 +3.8
RDVY First Trust Rising Dividend Achievers ETF 0.5 50 35 7.5 +5.3
IJT iShares S&P Small-Cap 600 Growth ETF 0.5 18 67 5.6 +3.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.5 17 68 5.9 +3.7
SCHM Schwab U.S. Mid-Cap ETF 0.5 4 81 6.8 +4.6
SLYG SPDR S&P 600 Small Cap Growth ETF 0.5 15 70 5.6 +3.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.5 10 75 5.7 +3.5
FNK First Trust Mid Cap Value AlphaDEX Fund 0.5 70 15 11.4 +9.2
SCHA Schwab U.S. Small-Cap ETF 0.4 4 81 6.2 +4.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.4 64 21 2.3 +0.1
ISCG iShares Morningstar Small-Cap Growth ETF 0.4 6 79 2.9 +0.7
RPG Invesco S&P 500 Pure Growth ETF 0.4 35 50 3.2 +0.9
ABEQ Absolute Select Value ETF 0.4 85 0 4.8 +2.6
KNO AXS Knowledge Leaders ETF 0.4 78 7 6.0 +3.8
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 0.4 75 10 5.5 +3.3
FPX First Trust US Equity Opportunities ETF 0.4 61 24 1.0 -1.3
MDEV First Trust Indxx Medical Devices ETF 0.4 70 15 4.5 +2.2
MGRO VanEck Morningstar Wide Moat Growth ETF 0.4 49 36 4.4 +2.1
HEAL Global X HealthTech ETF 0.4 50 35 -0.7 -3.0
CSD Invesco S&P Spin-Off ETF 0.4 65 20 7.9 +5.6
CZA Invesco Zacks Mid-Cap ETF 0.4 72 13 6.5 +4.3
SPHB Invesco S&P 500 High Beta ETF 0.4 25 60 4.6 +2.4
IHI iShares U.S. Medical Devices ETF 0.4 40 45 4.0 +1.7
XHE SPDR S&P Health Care Equipment ETF 0.4 35 50 3.2 +0.9
ALTL Pacer Lunt Large Cap Alternator ETF 0.4 60 25 4.2 +2.0
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.4 55 30 10.5 +8.3
IWO iShares Russell 2000 Growth ETF 0.4 24 61 1.4 -0.8
JHMM John Hancock Multifactor Mid Cap ETF 0.4 42 43 6.5 +4.3
ONEO SPDR Russell 1000 Momentum Focus ETF 0.4 20 65 7.1 +4.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.4 65 20 2.2 -0.1
XJR iShares ESG Screened S&P Small-Cap ETF 0.4 12 73 7.5 +5.3
VIDI Vident International Equity Strategy ETF 0.4 61 24 11.3 +9.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.4 15 70 8.0 +5.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.4 24 61 8.3 +6.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.4 7 78 6.2 +4.0
AIQ Global X Artificial Intelligence & Technology ETF 0.4 68 17 3.7 +1.5
VTWV Vanguard Russell 2000 Value ETF 0.4 10 75 7.9 +5.6
LQPE PEO AlphaQuest Thematic PE ETF 0.4 125 -40 5.5 +3.3
IJR iShares Core S&P Small Cap ETF 0.4 6 79 7.9 +5.6
SPVU Invesco S&P 500 Enhanced Value ETF 0.4 13 72 10.3 +8.1
RODE Hartford Multifactor Diversified International ETF 0.4 29 56 12.7 +10.5
VTWO Vanguard Russell 2000 ETF 0.4 7 78 4.6 +2.4
FLDZ RiverNorth Patriot ETF 0.4 75 10 6.1 +3.9
IWC iShares Micro-Cap ETF 0.4 60 25 -0.6 -2.9
MTUM iShares MSCI USA Momentum Factor ETF 0.4 15 70 3.6 +1.3
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.4 3 82 7.9 +5.7
VTWG Vanguard Russell 2000 Growth ETF 0.4 10 75 1.5 -0.7
JHSC John Hancock Multifactor Small Cap ETF 0.4 42 43 6.9 +4.6
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.3 39 46 6.1 +3.9
VB Vanguard Small-Cap ETF 0.3 5 80 6.2 +4.0
VIOO Vanguard S&P Small-Cap 600 ETF 0.3 7 78 7.8 +5.6
FNX First Trust Mid Cap Core AlphaDEX Fund 0.3 60 25 7.7 +5.5
DFAS Dimensional U.S. Small Cap ETF 0.3 26 59 6.6 +4.4
FSMD Fidelity Small-Mid Multifactor ETF 0.3 15 70 7.3 +5.0
IJS iShares S&P Small-Cap 600 Value ETF 0.3 18 67 10.2 +8.0
SMMD iShares Russell 2500 ETF 0.3 15 70 6.4 +4.1
SLYV SPDR S&P 600 Small Cap Value ETF 0.3 15 70 10.3 +8.0
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.3 10 75 10.3 +8.1
KOMP SPDR S&P Kensho New Economies Composite ETF 0.3 20 65 2.7 +0.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.3 29 56 8.8 +6.5
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.3 95 -10 0.6 -1.7
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 33 7.0 +4.8
EES WisdomTree U.S. SmallCap Fund 0.2 38 47 9.2 +7.0
EZM WisdomTree U.S. MidCap Fund 0.2 38 47 9.3 +7.1
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 57 9.6 +7.4
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.2 35 50 7.8 +5.6
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.2 9 76 4.5 +2.3
DFSV Dimensional US Small Cap Value ETF 0.2 31 54 10.5 +8.3
DON WisdomTree U.S. MidCap Dividend Fund 0.2 38 47 8.9 +6.7
DUSA Davis Select U.S. Equity ETF 0.2 61 24 7.4 +5.2
DWLD Davis Select Worldwide ETF 0.2 63 22 7.5 +5.3
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.2 30 55 8.5 +6.2
CVY Invesco Zacks Multi-Asset Income ETF 0.2 106 -21 12.1 +9.8
ONEY SPDR Russell 1000 Yield Focus ETF 0.2 20 65 9.8 +7.5
MVPA Miller Value Partners Appreciation ETF 0.2 60 25 9.4 +7.2
STXM Strive Mid-Cap ETF 0.2 18 67 6.4 +4.2
WCEO Hypatia Women CEO ETF 0.2 85 0 4.3 +2.1
SFYX SoFi Next 500 ETF 0.2 0 85 6.0 +3.7
VBR Vanguard Small Cap Value ETF 0.2 7 78 9.2 +7.0
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.1 12 73 7.6 +5.3
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 36 7.0 +4.7
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.1 39 46 9.7 +7.5
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 20 4.2 +2.0
OPTZ Optimize Strategy Index ETF 0.1 50 35 5.0 +2.7
FENI Fidelity Enhanced International ETF 0.0 28 57 6.7 +4.5
FNDC Schwab Fundamental International Small Co. Index ETF 0.0 39 46 5.9 +3.6
LFSC F/m Emerald Life Sciences Innovation ETF 0.0 79 6 0.0 -2.2

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:		 Horizon Kinetics Medical ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

UNDERWEIGHT
Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 13.0 %
Divided by: Fwd. P/BV 4.2 x
Less: Expense ratio 85 bp
Equals: ALTAR Score 2.2 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.56 CATEGORY
AVERAGE		 1.57
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.