SmartETFs Advertising & Marketing Technology ETF
ALTAR
Score™		 4.7% info Recommen-
dation		 NEUTRAL
2023E    2024E
P/E
ratio		 25.3x P/Sales
ratio		 2.7x
P/BV
ratio		 2.7x Div.
yield		 0.1%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
MRAD is actively managed to provide exposure to companies globally that provide support or enable advancements in advertising and marketing technology. Securities are typically equally weighted.

FUND BASICS
Category Global Equities
Fund Sponsor Guinness Atkinson Asset Management
Website www.smartetfs.com
Inception date Dec 31, 2020
Assets (mns) $1
Currency USD
Expense ratio 68 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 31
Wgt avg mkt cap (mns) $259,505
Large cap (>$10bn) 53.4%
Mid cap ($2-10bn) 12.9%
Small cap (<$2bn) 28.9%
Developed mkts 88.4%
Emerging mkts 11.6%

TOP TEN HOLDINGS
AMAZON.COM INC 5.7 %
ALPHABET INC. CLASS A 5.4 %
META PLATFORMS INC 5.3 %
ADOBE SYSTEMS INC 5.2 %
TRADE DESK, INC. CLASS A 5.1 %
HUBSPOT INC 5.1 %
SALESFORCE.COM INC 4.9 %
CRITEO SA-SPON ADR 4.5 %
BAIDU INC - SPON ADR 4.3 %
ATLASSIAN CORP. PLC CLASS A 3.7 %
Total 49.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 54.9 %
CHINA 10.4 %
BRITAIN 8.4 %
JAPAN 7.7 %
FRANCE 4.5 %
ISRAEL 3.5 %
NETHERLANDS 2.1 %




HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
18.3% 3.9% -- -- -18.3%

Market Correlations
versus... Beta R-squared
S&P500 1.05 53%
MSCI EAFE 0.98 42%
MSCI Emg. Mkts. 1.01 49%

Technical Indicators
Recent close $13.73
30d moving avg. $14.46
Annualized volatility 26.2%
Short interest (ETF) 0.0%
Relative strength (RSI) 37

Liquidity measures
Avg. volume (thou.) 0
Turnover 0.0%
Bid/Ask (% of price) 0.27%
ADV underlying (mns) $6,039

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 702 potential alternatives to the SmartETFs Advertising & Marketing Technology ETF ETF based on the alternatives' overlap in portfolio holdings with MRAD. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: MRAD Expense: 68 bp ALTAR Score™: 4.7%


ALTERNATIVE ETFs BASED ON OVERLAP WITH MRAD
Ticker Fund
Name		 Overlap1
vs MRAD
(%)		 Expense
ratio
(bp)		 Savings
vs MRAD
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs MRAD
(%)
CHAT Roundhill Generative AI & Technology ETF 31.6 75 -7 2.3 -2.5
FDN First Trust Dow Jones Internet Index Fund 24.8 52 16 2.7 -2.0
OGIG O'Shares Global Internet Giants ETF 23.4 48 20 0.2 -4.6
PNQI Invesco NASDAQ Internet ETF 21.8 60 8 2.9 -1.9
TECB iShares US Tech Breakthrough Multisector ETF 21.2 40 28 4.9 +0.2
PLAT WisdomTree Modern Tech Platforms Fund 21.1 20 48 0.4 -4.3
ENTR Entrepreneur 30 Fund 20.8 75 -7 3.3 -1.4
AOTG AOT Growth and Innovation ETF 20.8 75 -7 3.6 -1.1
AIQ Global X Future Analytics Tech ETF 20.7 68 0 5.0 +0.3
FMET Fidelity Metaverse ETF 20.4 39 29 5.2 +0.4
DRUP GraniteShares Nasdaq Select Disruptors ETF 20.4 60 8 4.6 -0.1
GRZZ Grizzle Growth ETF 19.7 75 -7 6.6 +1.9
XPND First Trust Expanded Technology ETF 19.6 65 3 5.4 +0.7
METV Roundhill Ball Metaverse ETF 19.0 59 9 4.5 -0.2
IGPT Invesco AI and Next Gen Software ETF 18.8 50 18 5.1 +0.3
LRND IQ U.S. Large Cap R&D Leaders ETF 18.7 14 54 7.1 +2.4
SOCL Global X Social Media ETF 18.7 65 3 -5.7 -10.4
XNTK SPDR NYSE Technology ETF 18.3 35 33 4.4 -0.3
GFGF Guru Favorite Stocks ETF 18.2 65 3 6.4 +1.7
QGRW WisdomTree U.S. Quality Growth Fund 17.7 28 40 5.7 +0.9
WRND IQ Global Equity R&D Leaders ETF 17.6 18 50 8.2 +3.4
WFH Direxion Work From Home ETF 17.5 45 23 0.0 -4.7
RUFF Alpha Dog ETF 17.4 94 -26 5.4 +0.7
FBCG Fidelity Blue Chip Growth ETF 17.3 59 9 2.3 -2.5
GGME Invesco Next Gen Media and Gaming ETF 16.8 50 18 6.4 +1.7
IETC iShares Evolved U.S. Technology ETF 16.5 18 50 5.2 +0.5
MGK Vanguard Mega Cap Growth ETF 16.3 7 61 4.9 +0.1
LRGE ClearBridge Large Cap Growth ESG ETF 16.0 59 9 3.7 -1.1
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 15.7 12 56 5.4 +0.6
SKYY First Trust Cloud Computing ETF 15.7 60 8 3.8 -0.9
SCHG Schwab U.S. Large-Cap Growth ETF 15.6 4 64 4.9 +0.1
IWY iShares Russell Top 200 Growth ETF 15.6 20 48 5.4 +0.7
IGM iShares Expanded Tech Sector ETF 15.3 41 27 5.4 +0.6
VUG Vanguard Growth Index Fund 15.1 4 64 4.8 +0.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 15.1 50 18 5.4 +0.7
IYW iShares U.S. Technology ETF 14.8 39 29 5.4 +0.6
XLG Invesco S&P 500 Top 50 ETF 14.8 20 48 5.1 +0.4
VERS ProShares Metaverse ETF 14.8 58 10 -8.6 -13.4
QQQM Invesco NASDAQ 100 ETF 14.8 15 53 5.2 +0.5
QQQ Invesco QQQ Trust 14.8 20 48 5.3 +0.6
EGUS iShares ESG Aware MSCI USA Growth ETF 14.7 15 53 5.0 +0.2
TIME Clockwise Capital Innovation ETF 14.6 96 -28 2.7 -2.1
IWF iShares Russell 1000 Growth ETF 14.6 19 49 5.3 +0.6
IXP iShares Global Comm Services ETF 14.6 42 26 9.6 +4.8
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 14.5 45 23 5.9 +1.2
VONG Vanguard Russell 1000 Growth Index Fund 14.5 8 60 5.4 +0.7
TWEB SoFi Web 3 ETF 14.5 59 9 -3.4 -8.2
FCOM Fidelity MSCI Telecommunication Services Index ETF 14.0 8 60 6.4 +1.7
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 13.9 21 47 4.2 -0.6
VNSE Natixis Vaughan Nelson Select ETF 13.9 80 -12 4.4 -0.3
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 13.9 69 -1 5.5 +0.8
LCLG Logan Capital Broad Innovative Growth ETF 13.9 99 -31 6.1 +1.4
VR Global X Metaverse ETF 13.8 50 18 6.3 +1.6
CACG ClearBridge All Cap Growth ETF 13.8 54 14 3.9 -0.8
JGRO JPMorgan Active Growth ETF 13.8 44 24 4.0 -0.8
SFYF SoFi 50 ETF 13.8 29 39 0.4 -4.4
VOX Vanguard Telecommunication Services Index Fund 13.7 10 58 5.5 +0.8
IVRS iShares Future Metaverse Tech and Communications ETF 13.6 47 21 8.3 +3.5
GBUY Goldman Sachs Future Consumer Equity ETF 13.6 75 -7 3.2 -1.6
XDAT Franklin Exponential Data ETF 13.5 50 18 4.0 -0.8
GGRW Gabelli Growth Innovators ETF 13.2 90 -22 3.2 -1.5
GSPY Gotham Enhanced 500 ETF 13.2 50 18 6.2 +1.5
WOMN Impact Shares YWCA Women's Empowerment ETF 13.1 75 -7 5.5 +0.7
EPS WisdomTree U.S. Earnings 500 Fund 12.9 8 60 7.2 +2.5
FPAG FPA Global Equity ETF 12.8 49 19 6.1 +1.3
ITAN Sparkline Intangible Value ETF 12.8 50 18 7.0 +2.2
OEF iShares S&P 100 ETF 12.6 20 48 5.6 +0.8
MBCC Monarch Blue Chips Core ETF 12.4 125 -57 3.6 -1.1
ANEW ProShares MSCI Transformational Changes ETF 12.1 45 23 5.9 +1.2
NACP Impact Shares NAACP Minority Empowerment ETF 12.1 49 19 5.6 +0.9
BRNY Burney U.S. Factor Rotation ETF 11.9 79 -11 6.6 +1.8
ILCG iShares Morningstar Growth ETF 11.9 4 64 4.6 -0.1
STXG Strive 1000 Growth ETF 11.8 18 50 5.1 +0.3
FCLD Fidelity Cloud Computing ETF 11.7 39 29 4.1 -0.7
TMFC Motley Fool 100 Index ETF 11.6 50 18 4.5 -0.3
DYNF BlackRock U.S. Equity Factor Rotation ETF 11.5 30 38 5.9 +1.2
LCF Touchstone US Large Cap Focused ETF 11.5 69 -1 5.0 +0.2
IGV iShares Expanded Tech-Software ETF 11.5 41 27 4.0 -0.8
TMFG Motley Fool Global Opportunities ETF 11.4 85 -17 4.0 -0.7
FFND Future Fund Active ETF 11.4 100 -32 2.1 -2.6
FDG American Century Focused Dynamic Growth ETF 11.3 45 23 3.1 -1.7
MILN Global X Millennial Consumer ETF 11.3 50 18 2.6 -2.2
NANC Unusual Whales Subversive Democratic Trading ETF 11.1 75 -7 4.8 +0.1
ESG FlexShares STOXX US ESG Impact Index Fund 11.0 32 36 5.6 +0.9
DUSA Davis Select U.S. Equity ETF 11.0 61 7 8.8 +4.1
DWLD Davis Select Worldwide ETF 11.0 62 6 7.4 +2.6
XITK SPDR FactSet Innovative Technology ETF 11.0 45 23 0.3 -4.5
QQMG Invesco ESG NASDAQ 100 ETF 10.8 20 48 5.3 +0.6
XLC Communication Services Select Sector SPDR Fund 10.8 10 58 6.8 +2.1
HAPY Harbor Corporate Culture Leaders ETF 10.7 50 18 4.4 -0.3
MOAT VanEck Morningstar Wide Moat ETF 10.7 46 22 6.3 +1.6
BUZZ VanEck Social Sentiment ETF 10.7 75 -7 1.1 -3.6
VSLU Applied Finance Valuation Large Cap ETF 10.7 49 19 6.6 +1.9
FVAL Fidelity Value Factor ETF 10.7 29 39 8.3 +3.6
FDMO Fidelity Momentum Factor ETF 10.6 29 39 4.3 -0.5
RVRB Reverb ETF 10.6 30 38 5.8 +1.0
RESP WisdomTree US ESG Fund of Benef Interest 10.5 28 40 6.8 +2.1
SFY SoFi Select 500 ETF 10.3 0 68 5.6 +0.9
BKUS BNY Mellon Sustainable US Equity ETF 10.3 50 18 5.3 +0.6
INNO Harbor Disruptive Innovation ETF 10.2 75 -7 -3.5 -8.2
IWL iShares Russell Top 200 ETF 10.2 15 53 5.6 +0.8
PWB Invesco Dynamic Large Cap Growth ETF 10.2 56 12 3.8 -0.9
RFFC RiverFront Dynamic US Flex-Cap ETF 10.1 48 20 5.7 +0.9
SPXT ProShares S&P 500 Ex-Technology ETF 10.1 9 59 6.3 +1.6
SPXN ProShares S&P 500 Ex-Financials ETF 10.1 9 59 6.0 +1.2
HLAL Wahed FTSE USA Shariah ETF 10.1 50 18 5.4 +0.7
BKLC BNY Mellon US Large Cap Core Equity ETF 10.1 0 68 5.7 +1.0
MVPS Amplify Thematic All-Stars ETF 10.0 49 19 2.2 -2.6
VOOV Vanguard S&P 500 Value ETF 10.0 10 58 6.5 +1.8
SNPG Xtrackers S&P 500 Growth ESG ETF 10.0 15 53 5.5 +0.8
IVE iShares S&P 500 Value ETF 9.9 18 50 6.4 +1.7
SPYV SPDR Portfolio S&P 500 Value ETF 9.9 4 64 6.6 +1.9
MGC Vanguard Mega Cap Index Fund 9.9 7 61 5.7 +0.9
KOIN Innovation Shares NextGen Protocol ETF 9.9 75 -7 6.6 +1.8
SPXV ProShares S&P 500 Ex-Health Care ETF 9.8 9 59 5.6 +0.9
IOO iShares Global 100 ETF 9.8 41 27 6.1 +1.4
TUNE Clouty Tune ETF 9.8 65 3 5.2 +0.5
BYOB SoFi Be Your Own Boss ETF 9.8 59 9 -3.1 -7.8
CGGR Capital Group Growth ETF 9.7 39 29 4.0 -0.8
JCTR JPMorgan Carbon Transition U.S. Equity ETF 9.6 15 53 5.6 +0.8
XVV iShares ESG Screened S&P 500 ETF 9.5 8 60 5.9 +1.2
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 9.5 57 11 5.3 +0.5
BOUT Innovator IBD Breakout Opportunities ETF 9.5 81 -13 3.2 -1.6
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 9.5 49 19 5.2 +0.5
SXQG 6 Meridian Quality Growth ETF 9.4 100 -32 5.0 +0.3
IUSV iShares Core S&P U.S. Value ETF 9.3 4 64 6.8 +2.0
BUYZ Franklin Disruptive Commerce ETF 9.3 50 18 2.1 -2.6
ARVR First Trust Indxx Metaverse ETF 9.2 70 -2 4.5 -0.2
SHE SPDR SSGA Gender Diversity Index ETF 9.2 20 48 6.0 +1.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 9.1 49 19 5.3 +0.5
NZRO Strategy Shares Halt Climate Change ETF 9.1 95 -27 1.9 -2.8
ESGV Vanguard ESG U.S. Stock ETF 9.1 9 59 5.7 +1.0
IUS Invesco Strategic US ETF 9.0 19 49 8.1 +3.3
SNPE Xtrackers S&P 500 ESG ETF 9.0 10 58 6.0 +1.3
FSST Fidelity Sustainability U.S. Equity ETF 9.0 59 9 5.7 +1.0
HAPI Harbor Corporate Culture ETF 9.0 36 32 5.5 +0.7
SPXE ProShares S&P 500 Ex-Energy ETF 9.0 9 59 5.9 +1.2
ISHP First Trust S-Network E-Commerce ETF 8.9 60 8 4.1 -0.6
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 8.9 20 48 5.8 +1.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 8.8 7 61 5.8 +1.1
VOTE Engine No. 1 Transform 500 ETF 8.7 5 63 5.8 +1.1
HDUS Hartford Disciplined US Equity ETF 8.7 19 49 7.0 +2.2
STRV Strive 500 ETF 8.7 5 63 5.8 +1.1
LZRD Parabla Innovation ETF 8.6 69 -1 -8.7 -13.4
SPY SPDR S&P 500 ETF Trust 8.6 9 59 5.9 +1.2
IVV iShares Core S&P 500 ETF 8.6 3 65 6.0 +1.3
FMIL Fidelity New Millennium ETF 8.6 59 9 6.1 +1.4
TRFM AAM Transformers ETF 8.5 49 19 1.6 -3.1
SNPV Xtrackers S&P ESG Value ETF 8.5 15 53 6.7 +2.0
VOO VANGUARD S&P 500 ETF 8.5 3 65 6.0 +1.3
SPLG SPDR Portfolio S&P 500 ETF 8.5 2 66 6.0 +1.3
GDEF Goldman Sachs Defensive Equity ETF 8.5 55 13 5.1 +0.4
IQSU IQ Candriam ESG US Equity ETF 8.5 9 59 5.5 +0.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 8.4 2 66 5.9 +1.2
VV Vanguard Large-Cap Index Fund 8.4 4 64 5.8 +1.1
PBUS Invesco PureBeta MSCI USA ETF 8.4 4 64 5.9 +1.2
QUAL iShares MSCI Usa Quality Factor ETF 8.4 15 53 6.6 +1.9
CLOU Global X Cloud Computing ETF 8.3 68 0 2.1 -2.7
BWEB Bitwise Web3 ETF 8.3 85 -17 2.0 -2.7
ILCB iShares Morningstar U.S. Equity ETF 8.2 3 65 5.9 +1.2
SCHX Schwab U.S. Large-Cap ETF 8.2 3 65 5.9 +1.2
NZUS SPDR MSCI USA Climate Paris Aligned ETF 8.2 10 58 5.4 +0.7
GVIP Goldman Sachs Hedge Industry VIP ETF 8.1 45 23 4.5 -0.3
CGUS Capital Group Core Equity ETF 8.1 33 35 5.7 +1.0
ESGG FlexShares STOXX Global ESG Impact Index Fund 8.1 42 26 6.5 +1.7
BBLU EA Bridgeway Blue Chip ETF 8.1 15 53 6.2 +1.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 8.1 10 58 5.3 +0.6
NULG Nuveen ESG Large-Cap Growth ETF 8.0 26 42 4.7 -0.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 8.0 14 54 5.9 +1.2
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 8.0 50 18 4.0 -0.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 8.0 20 48 5.7 +1.0
QLC FlexShares US Quality Large Cap Index Fund 8.0 25 43 6.7 +1.9
IWB iShares Russell 1000 ETF 7.9 15 53 5.8 +1.1
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 7.9 40 28 7.7 +2.9
SCHK Schwab 1000 Index ETF 7.9 5 63 6.0 +1.2
VONE Vanguard Russell 1000 ETF 7.9 8 60 5.8 +1.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 7.9 19 49 7.1 +2.4
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 7.9 47 21 -1.8 -6.5
IYY iShares Dow Jones U.S. ETF 7.9 20 48 5.8 +1.0
SPTM SPDR Portfolio Total Stock Market ETF 7.9 3 65 6.2 +1.5
EWEB Global X Emerging Markets Internet & E-commerce ETF 7.8 65 3 5.7 +1.0
DFUS Dimensional U.S. Equity ETF 7.8 9 59 5.8 +1.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 7.8 9 59 6.6 +1.9
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 7.6 15 53 6.0 +1.2
ESGU iShares MSCI USA ESG Optimized ETF 7.6 15 53 5.9 +1.1
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 7.6 39 29 6.4 +1.7
JQUA JPMorgan U.S. Quality Factor ETF 7.6 12 56 6.5 +1.8
SCHB Schwab U.S. Broad Market ETF 7.5 3 65 5.9 +1.1
IWV iShares Russell 3000 ETF 7.5 20 48 5.6 +0.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 7.5 3 65 5.8 +1.1
VTHR Vanguard Russell 3000 Index Fund 7.5 10 58 5.7 +1.0
FQAL Fidelity Quality Factor ETF 7.5 29 39 6.1 +1.4
VTI Vanguard Total Stock Market Index Fund 7.5 3 65 5.7 +1.0
MMTM SPDR S&P 1500 Momentum Tilt ETF 7.5 12 56 5.5 +0.8
IVW iShares S&P 500 Growth ETF 7.4 18 50 5.8 +1.1
SPYG SPDR Portfolio S&P 500 Growth ETF 7.4 4 64 6.0 +1.3
KRMA Global X Conscious Companies ETF 7.4 43 25 6.4 +1.7
VOOG Vanguard S&P 500 Growth ETF 7.4 10 58 5.9 +1.2
RECS Columbia Research Enhanced Core ETF 7.4 15 53 6.7 +2.0
DFSU Dimensional US Sustainability Core 1 ETF 7.4 18 50 6.7 +2.0
USCA Xtrackers MSCI USA Climate Action Equity ETF 7.4 7 61 6.0 +1.2
VDNI V-Shares US Leadership Diversity ETF 7.3 29 39 6.2 +1.5
WUGI AXS Esoterica NextG Economy ETF 7.3 75 -7 3.2 -1.6
VEGN US Vegan Climate ETF 7.3 60 8 5.3 +0.6
BOSS Global X Founder-Run Companies ETF 7.2 45 23 3.3 -1.4
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 7.2 15 53 8.1 +3.4
WCLD WisdomTree Cloud Computing Fund 7.1 45 23 -0.3 -5.0
FLRG Fidelity U.S. Multifactor ETF 7.1 29 39 7.8 +3.1
IUSG iShares Core S&P US Growth ETF 7.0 4 64 6.0 +1.3
NULC Nuveen ESG Large-Cap ETF 7.0 21 47 6.0 +1.3
TTAC TrimTabs US Free Cash Flow Quality ETF 6.9 59 9 6.8 +2.0
DFAU Dimensional US Core Equity Market ETF 6.9 12 56 6.0 +1.3
QGRO American Century STOXX U.S. Quality Growth ETF 6.6 29 39 6.7 +2.0
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 6.6 61 7 2.3 -2.5
FDWM Fidelity Women's Leadership ETF 6.6 59 9 5.9 +1.2
SIXA 6 Meridian Mega Cap Equity ETF 6.6 80 -12 7.8 +3.1
DEIF Sterling Capital Diverse Multi-Manager Active ETF 6.5 65 3 7.1 +2.3
SUSL iShares ESG MSCI USA Leaders ETF 6.4 10 58 5.9 +1.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 6.4 10 58 6.0 +1.2
FFTY Innovator IBD 50 ETF 6.4 80 -12 2.9 -1.9
AFLG First Trust Active Factor Large Cap ETF 6.4 55 13 7.4 +2.7
JHML John Hancock Multifactor Large Cap ETF 6.4 29 39 6.4 +1.7
IYC iShares U.S. Consumer Services ETF 6.4 39 29 4.3 -0.5
CARZ First Trust NASDAQ Global Auto Index Fund 6.4 70 -2 5.6 +0.8
ECON Columbia Emerging Markets Consumer ETF 6.3 49 19 4.4 -0.4
KOKU Xtrackers MSCI Kokusai Equity ETF 6.3 9 59 6.5 +1.7
AVLV Avantis U.S. Large Cap Value ETF 6.3 15 53 8.7 +4.0
HKND Humankind US Stock ETF 6.3 11 57 7.3 +2.6
NTZG Nuveen Global Net Zero Transition ETF 6.2 55 13 5.4 +0.7
TOK iShares MSCI Kokusai ETF 6.2 25 43 6.2 +1.5
DSI iShares MSCI KLD 400 Social ETF 6.2 25 43 5.9 +1.2
JVAL JPMorgan U.S. Value Factor ETF 6.2 12 56 9.5 +4.7
GTEK Goldman Sachs Future Tech Leaders Equity ETF 6.1 75 -7 4.0 -0.7
FXL First Trust Technology AlphaDEX Fund 6.1 61 7 5.5 +0.7
IEDI iShares Evolved U.S. Discretionary Spending ETF 6.0 18 50 5.5 +0.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 6.0 11 57 5.9 +1.2
AHOY Newday Ocean Health ETF 6.0 75 -7 6.4 +1.6
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 6.0 35 33 5.6 +0.8
ADME Aptus Drawdown Managed Equity ETF 5.9 79 -11 5.0 +0.3
XWEB SPDR S&P Internet ETF 5.9 35 33 -10.7 -15.4
URTH iShares MSCI World ETF 5.9 24 44 6.4 +1.7
PSET Principal Price Setters Index ETF 5.8 15 53 6.6 +1.9
AVUS Avantis U.S. Equity ETF 5.8 15 53 6.9 +2.1
JEPI JPMorgan Equity Premium Income ETF 5.8 35 33 5.8 +1.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 5.8 60 8 4.4 -0.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 5.7 20 48 6.9 +2.2
WTAI WisdomTree Artificial Intelligence and Innovation Fund 5.7 45 23 2.1 -2.7
XLY Consumer Discretionary Select Sector SPDR Fund 5.7 10 58 5.1 +0.4
RXI iShares Global Consumer Discretionary ETF 5.7 41 27 6.0 +1.3
VCR Vanguard Consumer Discretionary Index Fund 5.7 10 58 5.0 +0.2
ACSI American Customer Satisfaction Core Alpha ETF 5.7 65 3 6.2 +1.4
FDIS Fidelity MSCI Consumer Discretionary Index ETF 5.7 8 60 5.0 +0.3
RTH VanEck Retail ETF 5.7 35 33 6.3 +1.6
ONLN ProShares Online Retail ETF 5.7 58 10 2.1 -2.6
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 5.7 25 43 6.6 +1.9
VLU SPDR S&P 1500 Value Tilt ETF 5.6 12 56 8.3 +3.6
ACWI iShares MSCI ACWI ETF 5.6 32 36 6.5 +1.8
XLK Technology Select Sector SPDR Fund 5.6 10 58 6.0 +1.3
RWL Invesco S&P 500 Revenue ETF 5.6 39 29 7.4 +2.7
FLQL Franklin LibertyQ U.S. Equity ETF 5.6 15 53 7.4 +2.7
MTUM iShares MSCI USA Momentum Factor ETF 5.5 15 53 5.1 +0.4
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 5.5 58 10 5.3 +0.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 5.5 10 58 6.3 +1.6
FDNI First Trust Dow Jones International Internet ETF 5.5 65 3 3.1 -1.7
HART IQ Healthy Hearts ETF 5.4 45 23 6.4 +1.7
SYNB Putnam BioRevolution ETF 5.4 70 -2 3.4 -1.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 5.4 12 56 6.1 +1.4
VIRS Pacer BioThreat Strategy ETF 5.4 70 -2 7.2 +2.5
RFDA RiverFront Dynamic US Dividend Advantage ETF 5.4 52 16 8.7 +4.0
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 5.3 20 48 6.6 +1.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 5.3 9 59 6.4 +1.6
RAFE PIMCO RAFI ESG U.S. ETF 5.3 29 39 8.2 +3.5
LOUP Innovator Loup Frontier Tech ETF 5.3 70 -2 2.6 -2.1
OALC OneAscent Large Cap Core ETF 5.3 82 -14 6.1 +1.3
OAIE Optimize AI Smart Sentiment Event-Driven ETF 5.2 103 -35 3.8 -0.9
CATH Global X S&P 500 Catholic Values Custom ETF 5.2 29 39 5.8 +1.1
PRF Invesco FTSE RAFI US 1000 ETF 5.2 39 29 7.6 +2.9
KOCG FIS Knights of Columbus Global Belief ETF 5.2 75 -7 7.5 +2.7
QUS SPDR MSCI USA StrategicFactors ETF 5.2 15 53 6.7 +1.9
NUMG Nuveen ESG Mid-Cap Growth ETF 5.2 31 37 4.5 -0.2
ROCI ROC ETF 5.2 49 19 5.3 +0.5
DRIV Global X Autonomous & Electric Vehicles ETF 5.1 68 0 4.5 -0.2
ZECP Zacks Earnings Consistent Portfolio ETF 5.1 55 13 6.2 +1.4
MINV Matthews Asia Innovators Active ETF 5.0 79 -11 0.8 -3.9
FNDX Schwab Fundamental U.S. Large Co. Index ETF 5.0 25 43 7.7 +3.0
BNGE First Trust S-Network Streaming and Gaming ETF 5.0 70 -2 0.6 -4.1
VT Vanguard Total World Stock ETF 5.0 7 61 6.6 +1.9
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 5.0 101 -33 0.8 -4.0
EQWL Invesco Russell Top 200 Equal Weight ETF 4.9 25 43 7.4 +2.7
SUSA iShares MSCI USA ESG Select ETF 4.9 25 43 6.1 +1.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 4.8 75 -7 6.3 +1.6
ARKW ARK Web x.0 ETF 4.8 88 -20 -5.2 -9.9
FTEC Fidelity MSCI Information Technology Index ETF 4.8 8 60 5.5 +0.8
FLLV Franklin Liberty U.S. Low Volatility ETF 4.8 29 39 6.4 +1.6
CVAR Cultivar ETF 4.8 87 -19 8.7 +4.0
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 4.8 68 0 4.6 -0.2
FNDB Schwab Fundamental U.S. Broad Market Index ETF 4.7 25 43 7.6 +2.9
DFAC Dimensional U.S. Core Equity 2 ETF 4.7 17 51 6.6 +1.8
LEGR First Trust Indxx Innovative Transaction & Process ETF 4.7 65 3 9.6 +4.8
LRGF iShares Edge MSCI Multifactor USA ETF 4.6 8 60 6.9 +2.2
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 4.6 86 -18 2.0 -2.8
EBIZ Global X E-Commerce ETF 4.5 50 18 1.1 -3.6
DSTL Distillate US Fundamental Stability & Value ETF 4.4 39 29 8.2 +3.5
VGT Vanguard Information Technology Index Fund 4.4 10 58 5.5 +0.8
CGGO Capital Group Global Growth Equity ETF 4.4 47 21 4.6 -0.1
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 4.4 15 53 9.4 +4.6
ROUS Hartford Multifactor US Equity ETF 4.3 19 49 8.3 +3.6
FTGS First Trust Growth Strength ETF 4.3 60 8 7.8 +3.1
PGJ Invesco Golden Dragon China ETF 4.3 70 -2 4.5 -0.3
SPHB Invesco S&P 500 High Beta ETF 4.3 25 43 6.2 +1.4
ALTL Pacer Lunt Large Cap Alternator ETF 4.3 60 8 5.8 +1.1
FDLO Fidelity Low Volatility Factor ETF 4.2 29 39 5.8 +1.1
XT iShares Exponential Technologies ETF 4.2 46 22 3.9 -0.9
SPMV Invesco S&P 500 Minimum Variance ETF 4.2 10 58 6.1 +1.4
XSW SPDR S&P Software & Services ETF 4.1 35 33 2.4 -2.3
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 4.1 36 32 8.0 +3.3
ARKF ARK Fintech Innovation ETF 4.1 75 -7 -1.9 -6.6
DIA SPDR Dow Jones Industrial Average ETF Trust 4.1 16 52 6.5 +1.8
SPRX Spear Alpha ETF 4.1 75 -7 1.5 -3.3
FUNL CornerCap Fundametrics Large-Cap ETF 4.0 50 18 8.3 +3.6
SDEP SFP Core Equity Strategy 4.0 0 68 6.8 +2.1
JOET Virtus Terranova US Quality Momentum ETF 4.0 29 39 6.3 +1.5
JHEM John Hancock Multifactor Emerging Markets ETF 4.0 49 19 8.9 +4.2
SIMS SPDR S&P Kensho Intelligent Structures ETF 4.0 45 23 2.3 -2.4
IXN iShares Global Tech ETF 3.9 41 27 5.5 +0.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.9 65 3 2.4 -2.3
JMOM JPMorgan U.S. Momentum Factor ETF 3.9 12 56 6.1 +1.3
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 3.8 15 53 6.4 +1.7
ILCV iShares Morningstar Value ETF 3.7 4 64 7.7 +3.0
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 3.7 30 38 8.4 +3.7
RAYD Rayliant Quantitative Developed Market Equity ETF 3.7 80 -12 8.9 +4.2
QWLD SPDR MSCI World StrategicFactors ETF 3.7 30 38 7.6 +2.8
SAMT Strategas Macro Thematic Opportunities ETF 3.6 65 3 4.0 -0.8
GXC SPDR S&P China ETF 3.6 59 9 11.0 +6.2
GMF SPDR S&P Emerging Asia Pacific ETF 3.6 49 19 7.5 +2.7
HLGE Hartford Longevity Economy ETF 3.6 44 24 8.8 +4.0
ARKK ARK Innovation ETF 3.6 75 -7 -6.8 -11.5
DINT Davis Select International ETF 3.6 64 4 6.5 +1.7
ESGE iShares ESG Aware MSCI EM ETF 3.6 25 43 8.5 +3.7
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 3.6 95 -27 11.7 +7.0
JIG JPMorgan International Growth ETF 3.6 55 13 5.7 +0.9
MEM Matthews Emerging Markets Equity Active ETF 3.6 79 -11 5.6 +0.9
KEJI Global X China Innovation ETF 3.6 75 -7 4.0 -0.7
FXI iShares China Large-Cap ETF 3.6 74 -6 13.9 +9.2
ESPO VanEck Video Gaming & eSports ETF 3.6 56 12 7.5 +2.8
KALL KraneShares MSCI All China Index ETF 3.6 49 19 11.3 +6.6
AIA iShares Asia 50 ETF 3.6 50 18 9.3 +4.5
MCH Matthews China Active ETF 3.6 79 -11 8.9 +4.2
CQQQ Invesco China Technology ETF 3.6 70 -2 -6.2 -10.9
RAYE Rayliant Quantamental Emerging Market Equity ETF 3.6 80 -12 13.0 +8.2
GLCN VanEck China Growth Leaders ETF 3.6 60 8 12.4 +7.7
ODDS Pacer BlueStar Digital Entertainment ETF 3.6 60 8 5.7 +0.9
BKF iShares MSCI BRIC ETF 3.6 70 -2 8.6 +3.8
BKEM BNY Mellon Emerging Markets Equity ETF 3.6 11 57 4.0 -0.7
JCHI JPMorgan Active China ETF 3.6 65 3 9.5 +4.8
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 3.6 20 48 8.4 +3.7
KESG KraneShares MSCI China ESG Leaders Index ETF 3.6 59 9 12.0 +7.3
EEM iShares MSCI Emerging Markets ETF 3.6 68 0 7.8 +3.1
CN Xtrackers MSCI All China Equity ETF 3.6 50 18 11.2 +6.5
DEHP Dimensional Emerging Markets High Profitability ETF 3.6 41 27 7.7 +3.0
TCHI iShares MSCI China Multisector Tech ETF 3.6 59 9 4.8 +0.1
FDEM Fidelity Emerging Markets Multifactor ETF 3.6 45 23 12.9 +8.2
CHIC Global X MSCI China Communication Services ETF 3.6 65 3 -3.4 -8.2
KTEC KraneShares Hang Seng TECH Index ETF 3.6 69 -1 -1.3 -6.0
EEMA iShares MSCI Emerging Markets Asia ETF 3.6 49 19 7.7 +3.0
SCHE Schwab Emerging Markets Equity ETF 3.6 11 57 8.2 +3.5
LDEM iShares ESG MSCI EM Leaders ETF 3.6 16 52 9.0 +4.3
FLAX Franklin FTSE Asia Ex Japan ETF 3.6 19 49 8.0 +3.3
EMC Global X Emerging Markets Great Consumer ETF 3.6 75 -7 4.6 -0.1
KWEB KraneShares CSI China Internet ETF 3.6 69 -1 -1.1 -5.8
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 3.6 66 2 7.7 +3.0
AAXJ iShares MSCI All Country Asia ex Japan ETF 3.6 69 -1 7.3 +2.6
MCHI iShares MSCI China ETF 3.6 58 10 11.0 +6.3
FLCH Franklin FTSE China ETF 3.6 19 49 11.1 +6.4
EMM Global X Emerging Markets ETF 3.6 75 -7 4.0 -0.8
LRNZ TrueMark Technology, AI & Deep Learning ETF 3.6 69 -1 -1.3 -6.0
VWO Vanguard FTSE Emerging Markets ETF 3.5 8 60 8.2 +3.4
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 3.5 40 28 9.0 +4.3
QVML Invesco S&P 500 QVM Multi-factor ETF 3.5 11 57 6.2 +1.4
KRUZ Unusual Whales Subversive Republican Trading ETF 3.5 75 -7 4.8 +0.0
BTHM BlackRock Future U.S. Themes ETF 3.4 60 8 6.0 +1.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.4 25 43 8.7 +4.0
IEMG iShares Core MSCI Emerging Markets ETF 3.4 9 59 8.1 +3.4
SPEM SPDR Portfolio Emerging Markets ETF 3.4 7 61 8.2 +3.5
KEMQ Kraneshares Emerging Markets Consumer Technology Index ETF 3.4 60 8 -0.5 -5.3
DGT SPDR Global Dow ETF 3.3 50 18 7.5 +2.8
UPWD JPMorgan Social Advancement ETF 3.3 49 19 5.8 +1.1
RSPT Invesco S&P 500 Equal Weight Technology ETF 3.3 40 28 6.5 +1.8
JEMA JPMorgan Emerging Markets Equity Core ETF 3.3 33 35 7.7 +3.0
EMGF iShares MSCI Emerging Markets Multifactor ETF 3.2 25 43 9.9 +5.2
CLNR IQ Cleaner Transport ETF 3.2 45 23 6.8 +2.0
QQQN VictoryShares Nasdaq Next 50 ETF 3.2 18 50 6.9 +2.1
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 3.2 45 23 9.3 +4.6
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 3.2 60 8 5.6 +0.8
EDOW First Trust Dow 30 Equal Weight ETF 3.2 50 18 7.2 +2.5
GAMR ETFMG Video Game Tech ETF 3.2 75 -7 7.1 +2.4
VUSE Vident Core US Equity Fund 3.1 50 18 6.3 +1.6
DFAE Dimensional Emerging Core Equity Market ETF 3.1 35 33 8.5 +3.8
GURU Global X Guru Index ETF 3.1 75 -7 5.0 +0.3
IWFH iShares Virtual Work and Life Multisector ETF 3.0 47 21 -1.3 -6.0
MOTG VanEck Morningstar Global Wide Moat ETF 3.0 52 16 7.1 +2.4
QTUM Defiance Quantum ETF 3.0 40 28 8.2 +3.5
FCPI Fidelity Stocks for Inflation ETF 3.0 29 39 9.3 +4.6
WTV WisdomTree US Value Fund 3.0 12 56 8.9 +4.2
UMMA Wahed Dow Jones Islamic World ETF 2.9 65 3 5.3 +0.6
SPHQ Invesco S&P 500 Quality ETF 2.9 15 53 6.1 +1.4
EQUL IQ Engender Equality ETF 2.9 45 23 7.7 +2.9
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 2.9 41 27 8.6 +3.9
ARKX ARK Space Exploration & Innovation ETF 2.8 70 -2 2.1 -2.6
GLOF iShares Global Equity Factor ETF 2.8 20 48 9.0 +4.3
CGDV Capital Group Dividend Value ETF 2.8 33 35 6.6 +1.9
AIEQ AI Powered Equity ETF 2.8 75 -7 5.3 +0.6
DFEM Dimensional Emerging Markets Core Equity 2 ETF 2.8 38 30 8.9 +4.2
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 2.8 42 26 6.4 +1.7
IYZ iShares U.S. Telecommunications ETF 2.8 40 28 10.1 +5.4
PTF Invesco DWA Technology Momentum ETF 2.7 60 8 1.6 -3.1
MOTE VanEck Morningstar ESG Moat ETF 2.7 49 19 6.3 +1.6
TMFX Motley Fool Next Index ETF 2.7 50 18 3.9 -0.9
IBUY Amplify Online Retail ETF 2.7 65 3 0.7 -4.0
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 2.7 96 -28 5.7 +0.9
USXF iShares ESG Advanced MSCI USA ETF 2.7 10 58 5.7 +1.0
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 2.6 15 53 12.4 +7.7
BFTR Future Innovators ETF 2.6 80 -12 2.4 -2.3
LVOL American Century Low Volatility ETF 2.5 29 39 5.8 +1.1
FXD First Trust Consumer Discretionary AlphaDEX Fund 2.5 61 7 5.8 +1.1
MGMT Ballast Small/Mid Cap ETF 2.5 110 -42 6.9 +2.2
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF 2.4 61 7 8.1 +3.4
DTEC ALPS Disruptive Technologies ETF 2.4 50 18 4.4 -0.4
VFMO Vanguard U.S. Momentum Factor ETF 2.4 13 55 2.7 -2.0
VOT Vanguard Mid-Cap Growth Index Fund 2.4 7 61 5.1 +0.3
KOMP SPDR Kensho New Economies Composite ETF 2.4 20 48 -0.4 -5.1
IWP iShares Russell Mid-Cap Growth ETF 2.3 23 45 4.5 -0.3
AVEM Avantis Emerging Markets Equity ETF 2.3 33 35 9.4 +4.7
HAIL SPDR S&P Kensho Smart Mobility ETF 2.3 45 23 -3.8 -8.6
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 2.2 40 28 5.2 +0.5
PXH Invesco FTSE RAFI Emerging Markets ETF 2.1 50 18 13.8 +9.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 2.1 75 -7 8.3 +3.6
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 2.1 49 19 6.1 +1.3
DFUV Dimensional US Marketwide Value ETF 2.1 22 46 8.6 +3.9
SATO Invesco Alerian Galaxy Crypto Economy ETF 2.1 61 7 -19.4 -24.1
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 2.1 39 29 13.3 +8.6
VFQY Vanguard U.S. Quality Factor ETF 2.1 13 55 7.9 +3.1
PSCT Invesco S&P SmallCap Information Technology ETF 2.0 29 39 6.6 +1.8
PEXL Pacer US Export Leaders ETF 2.0 60 8 6.7 +2.0
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.9 15 53 4.4 -0.3
VALQ American Century STOXX U.S. Quality Value ETF 1.9 29 39 8.5 +3.8
IZRL ARK Israel Innovative Technology ETF 1.9 49 19 0.6 -4.1
VFMF Vanguard U.S. Multifactor ETF 1.9 18 50 9.5 +4.8
ACVF American Conservative Values ETF 1.9 75 -7 5.1 +0.4
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.9 59 9 8.3 +3.5
MOTI VanEck Morningstar International Moat ETF 1.9 58 10 8.3 +3.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.9 18 50 6.3 +1.6
DFLV Dimensional US Large Cap Value ETF 1.9 22 46 9.1 +4.3
BLOK Amplify Transformational Data Sharing ETF 1.8 75 -7 -0.3 -5.0
IBLC iShares Blockchain and Tech ETF 1.7 47 21 -8.2 -12.9
EMFQ Amplify Emerging Markets FinTech ETF 1.7 69 -1 6.2 +1.5
ERSX ERShares NextGen Entrepreneurs ETF 1.7 75 -7 7.1 +2.3
JFWD Jacob Forward ETF 1.7 75 -7 -14.0 -18.8
FTC First Trust Large Cap Growth AlphaDEX Fund 1.7 59 9 4.3 -0.4
BOTZ Global X Robotics & Artificial Intelligence ETF 1.7 69 -1 3.4 -1.4
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 1.7 59 9 5.1 +0.4
MRND IQ U.S. Mid Cap R&D Leaders ETF 1.6 16 52 3.6 -1.1
PSCU Invesco S&P SmallCap Utilities ETF 1.6 29 39 8.5 +3.8
ITEQ BlueStar Israel Technology ETF 1.6 75 -7 2.2 -2.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.6 9 59 7.0 +2.2
IMCG iShares Morningstar Mid-Cap Growth ETF 1.6 6 62 4.8 +0.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.6 65 3 3.5 -1.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.6 29 39 7.6 +2.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.6 20 48 7.7 +3.0
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ET 1.6 85 -17 0.9 -3.8
XRT SPDR S&P Retail ETF 1.6 35 33 10.1 +5.4
PDP Invesco DWA Momentum ETF 1.5 62 6 4.7 -0.0
SSPY Syntax Stratified LargeCap ETF 1.5 30 38 7.4 +2.6
SIZE iShares MSCI USA Size Factor ETF 1.5 15 53 6.8 +2.1
JSTC Adasina Social Justice All Cap Global ETF 1.4 89 -21 5.6 +0.9
QLV FlexShares US Quality Low Volatility Index Fund 1.4 22 46 5.9 +1.2
EUSA iShares MSCI USA Equal Weighted ETF 1.4 9 59 7.0 +2.2
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.3 75 -7 6.4 +1.6
JAVA JPMorgan Active Value ETF 1.3 44 24 6.8 +2.1
VXF Vanguard Extended Market Index Fund 1.3 6 62 4.3 -0.5
SPGP Invesco S&P 500 GARP ETF 1.3 36 32 9.3 +4.6
ECNS iShares MSCI China Small-Cap ETF 1.3 58 10 10.7 +6.0
RNSC Small Cap US Equity Select ETF 1.3 60 8 8.9 +4.2
BTEK BlackRock Future Tech ETF 1.2 88 -20 0.7 -4.1
CLRG IQ Chaikin U.S. Large Cap ETF 1.2 25 43 7.2 +2.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.2 4 64 6.9 +2.2
SQEW LeaderShares Equity Skew ETF 1.2 75 -7 5.8 +1.1
ACWX iShares MSCI ACWI ex U.S. ETF 1.2 32 36 7.9 +3.2
CWI SPDR MSCI ACWI ex-US ETF 1.2 30 38 8.0 +3.3
RYJ Invesco Raymond James SB-1 Equity ETF 1.1 81 -13 4.2 -0.5
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 1.1 41 27 7.8 +3.0
VO Vanguard Mid-Cap Index Fund 1.1 4 64 6.7 +1.9
BFOR Barron's 400 ETF 1.1 65 3 8.7 +4.0
FEX First Trust Large Cap Core AlphaDEX Fund 1.1 59 9 7.1 +2.4
EQAL Invesco Russell 1000 Equal Weight ETF 1.1 20 48 7.2 +2.5
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 1.1 20 48 9.2 +4.5
GENY Principal Millennials Index ETF 1.1 38 30 7.4 +2.7
VEU Vanguard FTSE All-World ex-US Index Fund 1.1 8 60 8.1 +3.4
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 1.0 86 -18 1.8 -2.9
IXUS ishares Core MSCI Total International Stock ETF 1.0 7 61 7.8 +3.1
RSP Invesco S&P 500 Equal Weight ETF 1.0 20 48 7.1 +2.4
CFA VictoryShares US 500 Volatility Weighted Index ETF 1.0 35 33 7.1 +2.3
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 1.0 36 32 7.0 +2.3
VXUS Vanguard Total International Stock ETF 1.0 7 61 7.9 +3.2
FLDZ RiverNorth Volition America Patriot ETF 1.0 75 -7 6.5 +1.8
ETHO Etho Climate Leadership U.S. ETF 0.9 47 21 5.5 +0.7
TTAI TrimTabs All Cap International Free-Cash-Flow ETF 0.9 59 9 8.1 +3.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.9 63 5 3.5 -1.3
IQSM IQ Candriam ESG U.S. Mid Cap Equity ETF 0.9 15 53 7.1 +2.3
HOMZ Hoya Capital Housing ETF 0.9 30 38 9.5 +4.8
VFMV Vanguard U.S. Minimum Volatility ETF 0.8 13 55 6.4 +1.7
ISRA VanEck Israel ETF 0.8 59 9 9.3 +4.6
ISCG iShares Morningstar Small-Cap Growth ETF 0.8 6 62 2.3 -2.4
IMCB iShares Morningstar Mid-Cap ETF 0.8 4 64 6.9 +2.2
IWR iShares Russell Midcap ETF 0.8 18 50 6.6 +1.9
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.8 47 21 11.9 +7.2
USMF WisdomTree U.S. Multifactor Fund 0.8 28 40 7.7 +3.0
QQQS Invesco NASDAQ Future Gen 200 ETF 0.7 20 48 -11.6 -16.4
IQDF FlexShares International Quality Dividend Index Fund 0.7 47 21 12.5 +7.7
REVS Columbia Research Enhanced Value ETF 0.7 19 49 8.6 +3.9
LGLV SPDR Russell 1000 Low Volatility ETF 0.7 12 56 5.9 +1.2
CGXU Capital Group International Focus Equity ETF 0.7 54 14 4.8 +0.1
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 0.7 15 53 7.4 +2.6
HACK ETFMG Prime Cyber Security ETF 0.7 60 8 4.9 +0.2
IQM Franklin Intelligent Machines ETF 0.7 50 18 3.8 -0.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.7 29 39 10.9 +6.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.7 39 29 4.8 +0.0
JSML Janus Henderson Small Cap Growth Alpha ETF 0.7 30 38 11.3 +6.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.6 30 38 9.5 +4.7
JHMM John Hancock Multifactor Mid Cap ETF 0.6 41 27 7.7 +2.9
ONEO SPDR Russell 1000 Momentum Focus ETF 0.6 20 48 7.9 +3.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.6 30 38 8.7 +4.0
IQDE FlexShares International Quality Dividend Defensive Index ET 0.6 47 21 12.5 +7.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.6 18 50 8.7 +4.0
JIDA JPMorgan ActiveBuilders International Equity ETF 0.5 25 43 7.2 +2.5
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.5 30 38 9.5 +4.8
VBK Vanguard Small-Cap Growth Index Fund 0.5 7 61 1.5 -3.2
GLIF AGFiQ Global Infrastructure ETF 0.5 45 23 5.7 +0.9
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 0.5 17 51 8.0 +3.3
AVSC Avantis U.S Small Cap Equity ETF 0.5 25 43 5.4 +0.6
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 0.5 30 38 9.2 +4.4
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.5 20 48 5.4 +0.6
ESIX SPDR S&P SmallCap 600 ESG ETF 0.5 12 56 8.6 +3.9
IJT iShares S&P Small-Cap 600 Growth ETF 0.4 25 43 6.9 +2.1
CSML IQ Chaikin U.S. Small Cap ETF 0.4 35 33 6.8 +2.1
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.4 15 53 7.1 +2.3
SLYG SPDR S&P 600 Small Cap Growth ETF 0.4 15 53 7.0 +2.3
SMLE Xtrackers S&P SmallCap 600 ESG ETF 0.4 15 53 8.5 +3.8
ROAM Hartford Multifactor Emerging Markets ETF 0.4 44 24 12.7 +8.0
ISCB iShares Morningstar Small-Cap ETF 0.4 4 64 5.9 +1.2
IDRV iShares Self-driving EV & Tech ETF 0.4 47 21 -0.9 -5.6
SQLV Legg Mason Small-Cap Quality Value 0.4 60 8 10.4 +5.7
SFYX Sofi Next 500 ETF 0.4 0 68 6.2 +1.4
EWJV iShares MSCI Japan Value ETF 0.4 15 53 8.1 +3.3
EWUS iShares MSCI United Kingdom Small Cap ETF 0.4 59 9 8.1 +3.4
BKSE BNY Mellon US Small Cap Core Equity ETF 0.4 4 64 6.6 +1.8
IWX iShares Russell Top 200 Value ETF 0.4 20 48 7.2 +2.4
FYC First Trust Small Cap Growth AlphaDEX Fund 0.4 71 -3 2.0 -2.7
XJR iShares ESG Screened S&P Small-Cap ETF 0.4 12 56 7.9 +3.1
FTA First Trust Large Cap Value AlphaDEX Fund 0.4 59 9 10.1 +5.4
ISMD Inspire Small/Mid Cap Impact ETF 0.4 54 14 5.6 +0.9
VIDI Vident International Equity Fund 0.4 61 7 12.7 +7.9
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.4 51 17 11.3 +6.5
SSLY Syntax Stratified SmallCap ETF 0.3 40 28 8.1 +3.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.3 7 61 5.9 +1.2
IJR iShares Core S&P Small Cap ETF 0.3 6 62 8.5 +3.8
EES WisdomTree SmallCap Earnings Fund 0.3 38 30 12.5 +7.7
VIOO Vanguard S&P Small-Cap 600 ETF 0.3 10 58 8.5 +3.8
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.3 3 65 8.6 +3.9
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.3 25 43 6.9 +2.2
JPXN iShares JPX-Nikkei 400 ETF 0.3 48 20 10.0 +5.3
PY Principal Shareholder Yield Index ETF 0.3 15 53 8.5 +3.7
VONV Vanguard Russell 1000 Value Index Fund 0.3 8 60 7.5 +2.7
IWD iShares Russell 1000 Value ETF 0.3 19 49 7.4 +2.7
APIE ActivePassive International Equity ETF 0.3 45 23 9.6 +4.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.3 15 53 8.5 +3.7
SMMD iShares Russell 2500 ETF 0.3 15 53 6.8 +2.1
EWJ iShares MSCI Japan ETF 0.3 50 18 8.6 +3.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.3 9 59 5.2 +0.4
TPLC Timothy Plan US Large Cap Core ETF 0.3 52 16 6.6 +1.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.3 58 10 6.5 +1.8
VTWV Vanguard Russell 2000 Value Index Fund 0.3 15 53 7.0 +2.3
FYX First Trust Small Cap Core AlphaDEX Fund 0.3 61 7 8.4 +3.6
IWN iShares Russell 2000 Value ETF 0.3 24 44 7.0 +2.3
DUHP Dimensional US High Profitability ETF 0.3 21 47 8.1 +3.4
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.3 46 22 8.4 +3.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.3 24 44 8.9 +4.2
KVLE KFA Value Liner Dynamic Core Equity Index ETF 0.3 56 12 7.0 +2.3
BBJP JPMorgan BetaBuilders Japan ETF 0.3 19 49 8.6 +3.8
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.3 25 43 9.1 +4.4
GWX SPDR S&P International Small Cap ETF 0.3 40 28 5.9 +1.1
SCHM Schwab U.S. Mid-Cap ETF 0.3 4 64 6.7 +2.0
FLJP Franklin FTSE Japan ETF 0.2 9 59 8.4 +3.7
FLJH Franklin FTSE Japan Hedged ETF 0.2 9 59 8.3 +3.5
VB Vanguard Small-Cap ETF 0.2 5 63 6.2 +1.4
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.2 15 53 10.0 +5.2
FAB First Trust Multi Cap Value AlphaDEX Fund 0.2 67 1 11.0 +6.3
ISZE iShares Edge MSCI Intl Size Factor ETF 0.2 30 38 7.3 +2.6
IJS iShares S&P Small-cap 600 Value ETF 0.2 18 50 10.1 +5.3
DFAS Dimensional U.S. Small Cap ETF 0.2 26 42 6.9 +2.2
SLYV SPDR S&P 600 Small Cap Value ETF 0.2 15 53 10.1 +5.4
MDY SPDR S&P Midcap 400 ETF Trust 0.2 23 45 8.0 +3.3
IWM iShares Russell 2000 ETF 0.2 19 49 4.6 -0.2
VTWO Vanguard Russell 2000 Index Fund 0.2 10 58 4.6 -0.1
IJK iShares S&P Mid-Cap 400 Growth ETF 0.2 17 51 7.2 +2.5
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.2 15 53 7.2 +2.5
IJH iShares Core S&P Mid-Cap ETF 0.2 5 63 8.2 +3.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.2 15 53 7.2 +2.4
IVOO Vanguard S&P Mid-Cap 400 ETF 0.2 10 58 8.2 +3.4
MDYV SPDR S&P 400 Mid Cap Value ETF 0.2 15 53 9.4 +4.6
IJJ iShares S&P Mid-Cap 400 Value ETF 0.2 18 50 9.2 +4.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.2 15 53 9.3 +4.6
SPMD SPDR Portfolio Mid Cap ETF 0.2 3 65 8.2 +3.5
IQIN IQ 500 International ETF 0.2 25 43 9.8 +5.0
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.2 20 48 7.0 +2.3
SAGP Strategas Global Policy Opportunities ETF 0.2 65 3 7.6 +2.9
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 0.2 15 53 6.2 +1.5
DFSV Dimensional US Small Cap Value ETF 0.2 31 37 9.6 +4.9
SCHA Schwab U.S. Small-Cap ETF 0.2 4 64 5.6 +0.9
FYT First Trust Small Cap Value AlphaDEX Fund 0.2 73 -5 11.9 +7.2
NUSC Nuveen ESG Small-Cap ETF 0.2 31 37 6.2 +1.5
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 40 9.4 +4.6
DES WisdomTree U.S. SmallCap Dividend Fund 0.2 38 30 9.8 +5.1
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 0.2 17 51 6.3 +1.5
IPAC iShares Core MSCI Pacific ETF 0.2 9 59 7.6 +2.9
IWS iShares Russell Mid-Cap Value ETF 0.2 23 45 7.6 +2.9
CIZ VictoryShares Developed Enhanced Volatility Weighted Index E 0.2 47 21 8.1 +3.3
CIL VictoryShares International Volatility Weighted Index ETF 0.2 45 23 8.0 +3.3
DMXF iShares ESG Advanced MSCI EAFE ETF 0.1 12 56 6.5 +1.7
VPL Vanguard FTSE Pacific ETF 0.1 8 60 7.8 +3.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.1 20 48 7.5 +2.8
IWO iShares Russell 2000 Growth ETF 0.1 24 44 1.8 -3.0
SMDY Syntax Stratified MidCap ETF 0.1 35 33 8.0 +3.3
VTWG Vanguard Russell 2000 Growth Index Fund 0.1 15 53 1.7 -3.0
IEUS iShares MSCI Europe Small-Cap ETF 0.1 40 28 6.7 +2.0
AFMC First Trust Active Factor Mid Cap ETF 0.1 65 3 9.7 +5.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.1 39 29 11.8 +7.0
YPS Arrow Reverse Cap 500 ETF 0.1 29 39 6.8 +2.1
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 0.1 19 49 8.5 +3.8
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 3 6.5 +1.8
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.1 7 61 6.6 +1.8
DIVI Franklin International Core Dividend Tilt Index ETF 0.1 9 59 9.3 +4.6
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.1 39 29 8.5 +3.8
STXK Strive Small-Cap ETF 0.1 18 50 5.8 +1.1
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.1 14 54 7.5 +2.8
EFV iShares MSCI EAFE Value ETF 0.1 35 33 9.6 +4.9
SCHC Schwab International Small-Cap Equity ETF 0.1 11 57 6.2 +1.5
DFIV Dimensional International Value ETF 0.1 27 41 9.3 +4.6
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.1 70 -2 6.8 +2.1
GVLU Gotham 1000 Value ETF 0.1 50 18 9.6 +4.9
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.1 12 56 8.5 +3.8
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 29 6.3 +1.6
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 43 8.9 +4.1
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.1 20 48 7.6 +2.9
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 3 65 7.6 +2.9
HFXI IQ 50 Percent Hedged FTSE International ETF 0.1 20 48 8.0 +3.3
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 44 7.3 +2.6
VSGX Vanguard ESG International Stock ETF 0.1 12 56 7.9 +3.1
SCZ iShares MSCI EAFE Small-Cap ETF 0.1 39 29 6.4 +1.7
EFA iShares MSCI EAFE ETF 0.1 32 36 7.7 +3.0
IEFA iShares Core MSCI EAFE ETF 0.1 7 61 7.7 +3.0
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.1 35 33 7.6 +2.9
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 48 8.2 +3.5
IDEV iShares Core MSCI International Developed Markets ETF 0.1 4 64 7.8 +3.0
PSC Principal U.S. Small Cap Index ETF 0.1 38 30 8.6 +3.9
VEA Vanguard FTSE Developed Markets ETF 0.1 5 63 7.9 +3.2
CEFA Global X S&P Catholic Values Developed ex-U.S. ETF 0.1 35 33 7.7 +3.0
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 23 9.2 +4.5
DFIS Dimensional International Small Cap ETF 0.1 39 29 6.8 +2.0
IMFL Invesco International Developed Dynamic Multifactor ETF 0.1 34 34 10.3 +5.6
DFIC Dimensional International Core Equity 2 ETF 0.1 23 45 8.1 +3.4
SCHF Schwab International Equity ETF 0.1 6 62 8.2 +3.4
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.1 58 10 6.0 +1.2
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.0 39 29 10.0 +5.3
AVUV Avantis U.S. Small Cap Value ETF 0.0 25 43 10.6 +5.8
NVQ QRAFT AI-Enhanced US Next Value ETF 0.0 75 -7 10.9 +6.2
BKIE BNY Mellon International Equity ETF 0.0 4 64 8.4 +3.7
DFAI Dimensional International Core Equity Market ETF 0.0 18 50 7.8 +3.1
ISCV iShares Morningstar Small Cap Value ETF 0.0 6 62 9.1 +4.4
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.0 49 19 5.7 +0.9
AVDE Avantis International Equity ETF 0.0 23 45 8.9 +4.2
ISCF iShares Edge MSCI Multifactor Intl Small-Cap ETF 0.0 23 45 8.7 +4.0
IVLU iShares Edge MSCI Intl Value Factor ETF 0.0 30 38 11.5 +6.7
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 0.0 58 10 7.0 +2.2
IQDG WisdomTree International Quality Dividend Growth Fund 0.0 42 26 6.2 +1.5
DIM WisdomTree International MidCap Dividend Fund 0.0 58 10 8.7 +3.9
DFEV Dimensional Emerging Markets Value ETF 0.0 43 25 12.3 +7.6
DFJ WisdomTree Japan SmallCap Dividend Fund 0.0 58 10 7.0 +2.3
RWK Invesco S&P MidCap 400 Revenue ETF 0.0 39 29 9.7 +4.9
EFG iShares MSCI EAFE Growth ETF 0.0 35 33 5.8 +1.1
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 43 9.5 +4.8
DIHP Dimensional International High Profitability ETF 0.0 29 39 8.6 +3.8
JHMD John Hancock Multifactor Developed International ETF 0.0 39 29 8.4 +3.7
DISV Dimensional International Small Cap Value ETF 0.0 42 26 9.8 +5.1
IQSI IQ Candriam ESG International Equity ETF 0.0 15 53 8.5 +3.7
QEFA SPDR MSCI EAFE Quality Mix ETF 0.0 30 38 8.3 +3.5
VGK Vanguard FTSE Europe ETF 0.0 11 57 7.7 +3.0
VFVA Vanguard U.S. Value Factor ETF 0.0 13 55 11.5 +6.8
IEUR iShares Core MSCI Europe ETF 0.0 9 59 7.7 +3.0
SPEU SPDR Portfolio Europe ETF 0.0 7 61 7.7 +3.0
SCJ iShares MSCI Japan Small-Cap ETF 0.0 50 18 5.8 +1.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 29 8.4 +3.7

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

  2018 2019 2020 2021 2022 2023E 2024E
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
  2022 2023E 2024E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 SmartETFs Advertising & Marketing Technology ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 12.5 %
Divided by: Fwd. P/BV 2.3 x
Less: Expense ratio 68 bp
Equals: ALTAR Score 4.7 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.38 CATEGORY
AVERAGE		 1.47
 
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.