Pacer BlueStar Digital Entertainment ETF
ALTAR
Score™		 2.7% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 22.1x P/Sales
ratio		 2.6x
P/BV
ratio		 2.8x Div.
yield		 1.8%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
ODDS tracks a tier-weighted index of globally-listed companies that focuses on the digital entertainment industry, including online gambling, video gaming, content streaming, and eSports.

FUND BASICS
Category Global Equities
Fund Sponsor Pacer Advisors
Website www.paceretfs.com/products/ODDS
Inception date Apr 08, 2022
Assets (mns) $5
Currency USD
Expense ratio 60 bp
Distributions

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting Tiered
Index replication
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 41
Wgt avg mkt cap (mns) $90,109
Large cap (>$10bn) 64.5%
Mid cap ($2-10bn) 18.5%
Small cap (<$2bn) 17.0%
Developed mkts 80.5%
Emerging mkts 18.5%

TOP TEN HOLDINGS
TENCENT HOLDINGS LTD 9.3 %
PADDY POWER PLC 7.2 %
EVOLUTION GAMING GROUP AB 6.7 %
DRAFTKINGS INC CLASS A 6.2 %
NINTENDO CO LTD 5.7 %
ROBLOX CORP. CLASS A 4.7 %
NETEASE.COM INC-ADR 4.2 %
GVC HOLDINGS PLC 3.5 %
ELECTRONIC ARTS INC 3.2 %
TAKE-TWO INTERACTIVE SOFTWRE 2.8 %
Total 53.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 27.3 %
CHINA 15.7 %
JAPAN 13.4 %
BRITAIN 8.4 %
SWEDEN 7.8 %
IRELAND 7.2 %
AUSTRALIA 4.4 %
SOUTH KOREA 3.1 %
TAIWAN 2.4 %
POLAND 1.2 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
19.6% 27.9% -- -- 14.2%

Market Correlations
versus... Beta R-squared
S&P500 1.26 60%
MSCI EAFE 0.87 38%
MSCI Emg. Mkts. 0.79 36%

Technical Indicators
Recent close $30.42
30d moving avg. $32.07
Annualized volatility 20.9%
Short interest (ETF) 0.2%
Relative strength (RSI) 34

Liquidity measures
Avg. volume (thou.) 1
Turnover 0.6%
Bid/Ask (% of price) 0.42%
ADV underlying (mns) $7,543

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 695 potential alternatives to the Pacer BlueStar Digital Entertainment ETF ETF based on the alternatives' overlap in portfolio holdings with ODDS. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: ODDS Expense: 60 bp ALTAR Score™: 2.7%


ALTERNATIVE ETFs BASED ON OVERLAP WITH ODDS
Ticker Fund
Name		 Overlap1
vs ODDS
(%)		 Expense
ratio
(bp)		 Savings
vs ODDS
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs ODDS
(%)
ESPO VanEck Video Gaming and eSports ETF 53.4 56 4 5.1 +2.4
BNGE First Trust S-Network Streaming and Gaming ETF 44.3 70 -10 2.7 +0.0
NERD Roundhill Video Games ETF 39.4 50 10 6.3 +3.6
HERO Global X Video Games & Esports ETF 37.7 50 10 4.3 +1.7
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 35.9 75 -15 3.3 +0.6
BETZ Roundhill Sports Betting & iGaming ETF 34.4 75 -15 2.9 +0.2
ARVR First Trust Indxx Metaverse ETF 21.2 70 -10 3.9 +1.3
IVRS iShares Future Metaverse Tech and Communications ETF 19.5 47 13 3.1 +0.5
GGME Invesco Next Gen Media and Gaming ETF 19.4 60 0 4.5 +1.9
OND ProShares On-Demand ETF 18.4 58 2 -0.5 -3.2
FMET Fidelity Metaverse ETF 16.9 39 21 4.6 +1.9
METV Roundhill Ball Metaverse ETF 16.7 59 1 8.8 +6.2
BJK VanEck Gaming ETF 15.9 65 -5 4.5 +1.8
SOCL Global X Social Media ETF 14.9 65 -5 10.8 +8.1
BWEB Bitwise Web3 ETF 13.7 85 -25 -0.0 -2.7
VERS ProShares Metaverse ETF 12.5 58 2 0.1 -2.5
TMAT Main Thematic Innovation ETF 11.8 164 -104 -1.5 -4.2
FDNI First Trust Dow Jones International Internet ETF 11.5 65 -5 21.3 +18.6
CGRO CoreValues Alpha Greater China Growth ETF 11.2 75 -15 3.4 +0.7
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 11.1 86 -26 13.5 +10.9
KWEB KraneShares CSI China Internet ETF 10.5 69 -9 24.4 +21.7
CQQQ Invesco China Technology ETF 10.5 70 -10 14.6 +12.0
KTEC KraneShares Hang Seng TECH Index ETF 10.5 69 -9 18.7 +16.0
MCH Matthews China Active ETF 10.3 79 -19 13.4 +10.8
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 10.2 15 45 7.2 +4.6
JCHI JPMorgan Active China ETF 9.8 65 -5 13.7 +11.1
KALL KraneShares MSCI All China Index ETF 9.8 49 11 12.7 +10.0
CXSE WisdomTree China ex-State-Owned Enterprises Fund 9.7 32 28 13.0 +10.4
EEMO Invesco S&P Emerging Markets Momentum ETF 9.7 29 31 7.3 +4.7
MCHI iShares MSCI China ETF 9.6 59 1 16.0 +13.3
FLCH Franklin FTSE China ETF 9.6 19 41 14.8 +12.1
GXC SPDR S & P China ETF 9.5 59 1 15.0 +12.4
BKF iShares MSCI BIC ETF 9.5 69 -9 12.6 +9.9
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 9.3 20 40 9.4 +6.8
AIA iShares Asia 50 ETF 9.3 50 10 12.1 +9.4
VICE AdvisorShares Vice ETF 9.3 99 -39 6.4 +3.7
IXP iShares Global Comm Services ETF 9.2 42 18 5.8 +3.2
FXI iShares China Large-Cap ETF 9.0 74 -14 16.0 +13.4
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 9.0 60 0 9.7 +7.1
FDEM Fidelity Emerging Markets Multifactor ETF 7.8 25 35 11.7 +9.0
PATN Pacer Nasdaq International Patent Leaders ETF 7.6 65 -5 5.1 +2.5
ARKW ARK Next Generation Internet ETF 7.4 87 -27 0.7 -2.0
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 7.2 33 27 9.0 +6.4
MINV Matthews Asia Innovators Active ETF 7.1 79 -19 6.7 +4.1
LOUP Innovator Deepwater Frontier Tech ETF 6.8 70 -10 1.2 -1.5
DEHP Dimensional Emerging Markets High Profitability ETF 6.8 41 19 6.1 +3.5
EEMA iShares MSCI Emerging Markets Asia ETF 6.8 49 11 8.7 +6.1
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 6.6 45 15 9.3 +6.6
TCHI iShares MSCI China Multisector Tech ETF 6.6 59 1 16.1 +13.4
FCOM Fidelity MSCI Communication Services Index ETF 6.6 8 52 4.7 +2.1
DINT Davis Select International ETF 6.6 55 5 7.4 +4.8
FLAX Franklin FTSE Asia Ex Japan ETF 6.5 19 41 8.1 +5.5
ANEW ProShares MSCI Transformational Changes ETF 6.5 45 15 5.1 +2.5
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 6.4 40 20 6.5 +3.9
MEM Matthews Emerging Markets Equity Active ETF 6.4 79 -19 7.1 +4.4
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 6.4 66 -6 8.6 +6.0
AAXJ iShares MSCI All Country Asia ex Japan ETF 6.1 70 -10 8.1 +5.5
PEJ Invesco Leisure and Entertainment ETF 6.1 58 2 1.1 -1.6
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 6.0 40 20 5.8 +3.2
XLC The Communication Services Select Sector SPDR Fund 6.0 8 52 5.6 +3.0
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 5.9 32 28 8.1 +5.5
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 5.8 30 30 9.3 +6.6
BKEM BNY Mellon Emerging Markets Equity ETF 5.8 11 49 9.0 +6.3
JHEM John Hancock Multifactor Emerging Markets ETF 5.8 49 11 9.1 +6.5
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 5.8 36 24 8.7 +6.1
TMFG Motley Fool Global Opportunities ETF 5.7 85 -25 4.0 +1.4
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 5.7 15 45 9.3 +6.7
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 5.7 95 -35 10.7 +8.1
GMF SPDR S&P Emerging Asia Pacific ETF 5.6 49 11 9.2 +6.5
WTAI WisdomTree Artificial Intelligence and Innovation Fund 5.6 45 15 2.4 -0.2
EMC Global X Emerging Markets Great Consumer ETF 5.5 75 -15 7.3 +4.6
SCHE Schwab Emerging Markets Equity ETF 5.4 11 49 10.2 +7.6
EEM iShares MSCI Emerging Markets ETF 5.4 69 -9 9.1 +6.5
AVEM Avantis Emerging Markets Equity ETF 5.4 33 27 8.0 +5.3
WUGI AXS Esoterica NextG Economy ETF 5.4 75 -15 2.3 -0.4
ARKK ARK Innovation ETF 5.3 75 -15 -2.5 -5.1
LDEM iShares ESG MSCI EM Leaders ETF 5.3 17 43 13.5 +10.9
ARKF ARK Fintech Innovation ETF 5.3 75 -15 0.2 -2.5
NBCC Neuberger Berman Next Generation Connected Consumer ETF 5.3 56 4 2.8 +0.2
NBDS Neuberger Berman Disrupters ETF 5.2 55 5 0.7 -1.9
GK AdvisorShares Gerber Kawasaki ETF 5.2 75 -15 2.5 -0.1
OGIG ALPS O'Shares Global Internet Giants ETF 5.2 48 12 2.2 -0.5
ESGE iShares ESG Aware MSCI EM ETF 5.1 25 35 9.0 +6.4
ECON Columbia Emerging Markets Consumer ETF 5.1 49 11 11.2 +8.6
EMGF iShares Emerging Markets Equity Factor ETF 5.1 25 35 10.4 +7.7
VOX Vanguard Communication Services ETF 5.0 9 51 4.9 +2.2
XITK State Street SPDR FactSet Innovative Technology ETF 5.0 45 15 -0.1 -2.7
JIG JPMorgan International Growth ETF 5.0 55 5 4.5 +1.9
VWO Vanguard FTSE Emerging Markets ETF 5.0 7 53 9.8 +7.2
FDN First Trust Dow Jones Internet Index Fund 4.9 52 8 3.3 +0.6
FDND FT Vest Dow Jones Internet & Target Income ETF 4.9 75 -15 3.1 +0.4
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 4.8 41 19 7.9 +5.3
SPEM SPDR Portfolio Emerging Markets ETF 4.8 7 53 10.1 +7.4
AVSE Avantis Responsible Emerging Markets Equity ETF 4.7 33 27 7.7 +5.1
IEMG iShares Core MSCI Emerging Markets ETF 4.6 9 51 9.4 +6.8
DFAE Dimensional Emerging Core Equity Market ETF 4.6 35 25 8.3 +5.7
ABOT Abacus FCF Innovation Leaders ETF 4.5 69 -9 5.1 +2.4
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 4.4 42 18 6.1 +3.5
DXJ WisdomTree Japan Hedged Equity Fund 4.2 48 12 6.7 +4.0
ADIV SmartETFs Asia Pacific Dividend Builder ETF 4.1 78 -18 8.8 +6.1
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 4.0 58 2 6.3 +3.6
IQDG WisdomTree International Quality Dividend Growth Fund 4.0 42 18 6.4 +3.7
PGJ Invesco Golden Dragon China ETF 4.0 70 -10 13.2 +10.5
EBIZ Global X E-Commerce ETF 4.0 50 10 4.0 +1.3
FPAG FPA Global Equity ETF 3.9 49 11 5.7 +3.1
PNQI Invesco NASDAQ Internet ETF 3.9 60 0 3.5 +0.9
DBJP Xtrackers MSCI Japan Hedged Equity ETF 3.8 47 13 5.6 +2.9
BBJP JPMorgan BetaBuilders Japan ETF 3.8 19 41 6.0 +3.3
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 3.7 60 0 5.0 +2.4
CHAT Roundhill Generative AI & Technology ETF 3.7 75 -15 7.4 +4.7
BLOK Amplify Transformational Data Sharing ETF 3.7 75 -15 0.4 -2.3
FPXE First Trust IPOX Europe Equity Opportunities ETF 3.7 70 -10 3.9 +1.2
DFEM Dimensional Emerging Markets Core Equity 2 ETF 3.6 38 22 8.3 +5.7
DWLD Davis Select Worldwide ETF 3.6 63 -3 7.1 +4.4
ABFL Abacus FCF Leaders ETF 3.6 59 1 4.9 +2.2
TOGA Tremblant Global ETF 3.6 69 -9 2.3 -0.4
QMOM Alpha Architect U.S. Quantitative Momentum ETF 3.5 39 21 2.8 +0.2
BUZZ VanEck Social Sentiment ETF 3.5 75 -15 -1.0 -3.6
IQDF FlexShares International Quality Dividend Index Fund 3.4 47 13 8.3 +5.6
PXH Invesco FTSE RAFI Emerging Markets ETF 3.4 49 11 14.4 +11.7
FPX First Trust US Equity Opportunities ETF 3.4 61 -1 1.0 -1.7
CGXU Capital Group International Focus Equity ETF 3.4 54 6 5.3 +2.6
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 3.4 65 -5 4.6 +1.9
EWJ iShares MSCI Japan ETF 3.3 50 10 5.5 +2.9
FLJP Franklin FTSE Japan ETF 3.3 9 51 5.7 +3.1
IMFL Invesco International Developed Dynamic Multifactor ETF 3.3 34 26 5.5 +2.9
IBLC iShares Blockchain and Tech ETF 3.3 47 13 -1.5 -4.2
FLJH Franklin FTSE Japan Hedged ETF 3.2 9 51 5.7 +3.0
IGV iShares Expanded Tech-Software Sector ETF 3.2 41 19 3.1 +0.4
YALL God Bless America ETF 3.2 65 -5 4.5 +1.8
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 3.2 49 11 3.6 +1.0
IWP iShares Russell Mid-Cap Growth ETF 3.1 23 37 3.3 +0.6
FDEV Fidelity International Multifactor ETF 3.1 18 42 7.3 +4.7
AIQ Global X Artificial Intelligence & Technology ETF 3.1 68 -8 3.5 +0.9
IYC iShares U.S. Consumer Discretionary ETF 2.9 40 20 3.9 +1.3
FMDE Fidelity Enhanced Mid Cap ETF 2.9 23 37 5.9 +3.2
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 2.9 59 1 8.3 +5.7
XSW State Street SPDR S&P Software & Services ETF 2.9 35 25 2.9 +0.3
RNEM First Trust Emerging Markets Equity Select ETF 2.8 75 -15 8.3 +5.6
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 2.8 39 21 15.0 +12.3
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 2.8 75 -15 5.0 +2.4
SAMM Strategas Macro Momentum ETF 2.8 66 -6 2.2 -0.4
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 2.7 25 35 6.1 +3.5
VOT Vanguard Mid-Cap Growth ETF 2.7 7 53 3.4 +0.8
BCOR Grayscale Bitcoin Adopters ETF 2.7 59 1 2.2 -0.4
GINN Goldman Sachs Innovate Equity ETF 2.7 52 8 3.6 +0.9
MOTI VanEck Morningstar International Moat ETF 2.7 58 2 10.4 +7.7
USRD Themes US R&D Champions ETF 2.6 29 31 4.7 +2.0
JPXN iShares JPX-Nikkei 400 ETF 2.6 48 12 6.2 +3.5
BLCV iShares Large Cap Value Active ETF 2.6 53 7 7.5 +4.8
BUYZ Franklin Disruptive Commerce ETF 2.6 50 10 2.5 -0.2
GXPC Global X PureCap MSCI Communication Services ETF 2.5 25 35 4.9 +2.2
FTC First Trust Large Cap Growth AlphaDEX Fund 2.5 59 1 2.0 -0.7
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 2.5 41 19 6.9 +4.3
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 2.5 35 25 4.1 +1.5
NUMG Nuveen ESG Mid-Cap Growth ETF 2.5 31 29 2.6 -0.1
ABLG Abacus FCF International Leaders ETF 2.5 59 1 6.5 +3.8
GXUS Goldman Sachs MarketBeta Total International Equity ETF 2.5 18 42 7.1 +4.4
IMCG iShares Morningstar Mid-Cap Growth ETF 2.4 6 54 4.1 +1.5
PTF Invesco Dorsey Wright Technology Momentum ETF 2.4 60 0 -1.1 -3.8
FXD First Trust Consumer Discretionary AlphaDEX Fund 2.4 61 -1 7.4 +4.8
EQRR ProShares Equities for Rising Rates ETF 2.4 35 25 7.9 +5.2
FDCF Fidelity Disruptive Communications ETF 2.4 50 10 4.2 +1.5
IMTM iShares MSCI Intl Momentum Factor ETF 2.4 30 30 5.3 +2.6
DAT ProShares Big Data Refiners ETF 2.4 58 2 2.5 -0.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.3 65 -5 2.3 -0.4
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 2.3 15 45 8.1 +5.5
ACWX iShares MSCI ACWI ex U.S. ETF 2.3 34 26 7.1 +4.5
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF 2.3 60 0 7.8 +5.1
GVIP Goldman Sachs Hedge Industry VIP ETF 2.3 45 15 3.2 +0.5
IQLT iShares MSCI Intl Quality Factor ETF 2.2 30 30 6.1 +3.4
MOTG VanEck Morningstar Global Wide Moat ETF 2.2 52 8 8.6 +6.0
DFNV Donoghue Forlines Innovation ETF 2.2 69 -9 4.3 +1.7
CWI SPDR MSCI ACWI ex-US ETF 2.2 30 30 7.2 +4.5
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.1 20 40 4.7 +2.1
FLAU Franklin FTSE Australia ETF 2.1 9 51 6.1 +3.5
FJP First Trust Japan AlphaDEX Fund 2.1 80 -20 8.2 +5.6
IPAC iShares Core MSCI Pacific ETF 2.1 9 51 6.0 +3.3
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 2.1 58 2 4.5 +1.8
PKW Invesco Buyback Achievers ETF 2.1 62 -2 8.1 +5.5
WRND IQ Global Equity R&D Leaders ETF 2.1 18 42 7.4 +4.8
BEEX BeeHive ETF 2.1 84 -24 4.3 +1.6
VEU Vanguard FTSE All-World ex-US Index Fund 2.0 4 56 7.5 +4.9
HYP Golden Eagle Dynamic Hypergrowth ETF 2.0 85 -25 -1.6 -4.3
IXUS iShares Core MSCI Total International Stock ETF 2.0 7 53 7.3 +4.7
FLGB Franklin FTSE United Kingdom ETF 2.0 9 51 7.1 +4.5
DIVI Franklin International Core Dividend Tilt Index ETF 2.0 9 51 7.5 +4.8
FICS First Trust International Developed Capital Strength ETF 2.0 70 -10 7.2 +4.6
IVAL Alpha Architect International Quantitative Value ETF 1.9 49 11 10.3 +7.6
VXUS Vanguard Total International Stock ETF 1.9 5 55 7.4 +4.8
RDVY First Trust Rising Dividend Achievers ETF 1.9 50 10 6.3 +3.6
CGIE Capital Group International Equity ETF 1.9 54 6 4.8 +2.1
EFG iShares MSCI EAFE Growth ETF 1.9 36 24 4.1 +1.5
RGEF Rockefeller Global Equity ETF 1.8 55 5 4.5 +1.8
FKU First Trust United Kingdom AlphaDEX Fund 1.8 80 -20 7.5 +4.9
FPXI First Trust International Equity Opportunities ETF 1.8 70 -10 4.2 +1.6
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 1.8 60 0 1.5 -1.2
JSTC Adasina Social Justice All Cap Global ETF 1.8 89 -29 5.0 +2.3
VPL Vanguard FTSE Pacific ETF 1.8 7 53 6.2 +3.6
FTCE First Trust New Constructs Core Earnings Leaders ETF 1.8 60 0 5.2 +2.5
FFOX FundX Future Fund Opportunities ETF 1.8 100 -40 4.1 +1.5
DWMF WisdomTree International Multifactor Fund 1.8 38 22 6.9 +4.2
EWA iShares MSCI Australia ETF 1.8 50 10 5.8 +3.1
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 1.7 86 -26 0.4 -2.2
VO Vanguard Mid-Cap ETF 1.7 4 56 5.9 +3.3
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.7 20 40 2.8 +0.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.6 15 45 4.7 +2.0
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 1.6 19 41 5.3 +2.7
NUMV Nuveen ESG Mid-Cap Value ETF 1.6 31 29 6.9 +4.3
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.6 49 11 4.3 +1.7
IDHQ Invesco S&P International Developed High Quality ETF 1.6 29 31 6.3 +3.6
IWR iShares Russell Midcap ETF 1.6 19 41 6.2 +3.6
SFYF SoFi Social 50 ETF 1.6 29 31 1.0 -1.7
FLKR Franklin FTSE South Korea ETF 1.5 9 51 6.9 +4.2
AUSF Global X Adaptive U.S. Factor ETF 1.5 27 33 9.1 +6.5
FDIS Fidelity MSCI Consumer Discretionary Index ETF 1.5 8 52 4.4 +1.8
HUMN Roundhill Humanoid Robotics ETF 1.5 75 -15 1.8 -0.9
CIL VictoryShares International Volatility Wtd ETF 1.5 45 15 6.2 +3.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.5 64 -4 1.1 -1.5
HFXI IQ FTSE International Equity Currency Neutral ETF 1.5 20 40 6.4 +3.8
RFDI First Trust Riverfront Dynamic Developed International ETF 1.5 83 -23 8.8 +6.1
DSTX Distillate International Fundamental Stability & Value ETF 1.4 55 5 7.4 +4.8
IMCB iShares Morningstar Mid-Cap ETF 1.4 4 56 6.2 +3.5
IOO iShares Global 100 ETF 1.4 41 19 4.5 +1.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.4 18 42 5.8 +3.2
TTAI FCF International Quality ETF 1.4 59 1 7.2 +4.6
TXS Texas Capital Texas Equity Index ETF 1.4 49 11 6.0 +3.3
XMHQ Invesco S&P MidCap Quality ETF 1.4 25 35 6.8 +4.1
VXF Vanguard Extended Market ETF 1.4 5 55 4.7 +2.0
EWD iShares MSCI Sweden ETF 1.4 54 6 5.1 +2.5
LCLG Logan Capital Broad Innovative Growth ETF 1.4 99 -39 4.0 +1.4
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 1.3 39 21 6.2 +3.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.3 9 51 6.2 +3.5
FBCG Fidelity Blue Chip Growth ETF 1.3 59 1 2.8 +0.2
RAYD Rayliant Quantitative Developed Market Equity ETF 1.3 80 -20 4.3 +1.7
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 1.3 24 36 7.1 +4.5
XRT State Street SPDR S&P Retail ETF 1.3 35 25 8.8 +6.2
IQDY FlexShares International Quality Dividend Dynamic Index Fund 1.3 47 13 7.6 +5.0
FELG Fidelity Enhanced Large Cap Growth ETF 1.3 18 42 4.6 +2.0
KNO AXS Knowledge Leaders ETF 1.3 78 -18 5.7 +3.0
TMFX Motley Fool Next Index ETF 1.3 50 10 3.2 +0.6
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.3 95 -35 0.2 -2.4
SSPY Syntax Stratified LargeCap ETF 1.3 30 30 6.7 +4.1
UIVM VictoryShares International Value Momentum ETF 1.3 35 25 8.1 +5.5
IGPT Invesco AI and Next Gen Software ETF 1.3 60 0 4.1 +1.5
SHUS Syntax Stratified U.S. Total Market Hedged ETF 1.3 65 -5 6.4 +3.8
KOCG FIS Knights of Columbus Global Belief ETF 1.2 75 -15 4.8 +2.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.2 30 30 7.3 +4.7
IQSI IQ Candriam International Equity ETF 1.2 15 45 6.1 +3.4
EPOL iShares MSCI Poland ETF 1.2 59 1 10.8 +8.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.2 7 53 5.8 +3.1
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 1.2 88 -28 7.6 +5.0
GSID Goldman Sachs MarketBeta International Equity ETF 1.2 20 40 6.4 +3.7
FRDM Freedom 100 Emerging Markets ETF 1.2 49 11 7.1 +4.5
PWB Invesco Large Cap Growth ETF 1.2 56 4 2.6 -0.1
IMOM Alpha Architect International Quantitative Momentum ETF 1.2 49 11 4.5 +1.8
FENI Fidelity Enhanced International ETF 1.2 28 32 6.0 +3.4
CEFA Global X S&P Catholic Values Developed ex-US ETF 1.2 35 25 6.1 +3.5
CHGX AXS Change Finance ESG ETF 1.1 49 11 5.2 +2.5
LRND IQ U.S. Large Cap R&D Leaders ETF 1.1 14 46 5.0 +2.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.1 20 40 5.4 +2.8
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 1.1 30 30 8.5 +5.8
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.1 30 30 8.1 +5.5
DEMZ Democratic Large Cap Core ETF 1.1 45 15 4.4 +1.7
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 1.1 36 24 6.1 +3.5
EPP iShares MSCI Pacific ex-Japan ETF 1.1 47 13 5.1 +2.4
FEX First Trust Large Cap Core AlphaDEX Fund 1.1 59 1 5.8 +3.2
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.1 75 -15 2.8 +0.1
JHMD John Hancock Multifactor Developed International ETF 1.1 39 21 7.0 +4.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.1 38 22 6.4 +3.8
ESGD iShares ESG Aware MSCI EAFE ETF 1.1 20 40 6.3 +3.7
IWS iShares Russell Mid-Cap Value ETF 1.1 23 37 7.1 +4.5
BKIE BNY Mellon International Equity ETF 1.1 4 56 6.5 +3.8
USMF WisdomTree U.S. Multifactor Fund 1.1 28 32 7.3 +4.6
VFMV Vanguard U.S. Minimum Volatility ETF 1.0 13 47 5.9 +3.2
IGM iShares Expanded Tech Sector ETF 1.0 41 19 3.7 +1.0
FFND Future Fund Active ETF 1.0 100 -40 3.7 +1.0
FNDC Schwab Fundamental International Small Co. Index ETF 1.0 39 21 5.7 +3.0
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 1.0 20 40 6.0 +3.3
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.0 61 -1 2.0 -0.7
SMOT VanEck Morningstar SMID Moat ETF 1.0 49 11 6.7 +4.1
SUSA iShares MSCI USA ESG Select ETF 1.0 25 35 4.6 +1.9
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.0 20 40 4.4 +1.7
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 1.0 90 -30 4.7 +2.1
ECNS iShares MSCI China Small-Cap ETF 1.0 59 1 8.8 +6.1
AVMC Avantis U.S. Mid Cap Equity ETF 1.0 18 42 6.9 +4.2
FXL First Trust Technology AlphaDEX Fund 1.0 61 -1 5.8 +3.1
ACWI iShares MSCI ACWI ETF 1.0 32 28 5.3 +2.6
CGGO Capital Group Global Growth Equity ETF 1.0 47 13 4.1 +1.4
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 1.0 20 40 6.0 +3.3
JHMM John Hancock Multifactor Mid Cap ETF 1.0 42 18 6.3 +3.6
ICOW Pacer Developed Markets International Cash Cows 100 ETF 1.0 65 -5 10.0 +7.4
EFA iShares MSCI EAFE ETF 1.0 35 25 6.2 +3.6
VOE Vanguard Mid-Cap Value ETF 1.0 7 53 7.7 +5.1
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 1.0 12 48 5.7 +3.1
KLMT Invesco MSCI Global Climate 500 ETF 1.0 10 50 5.5 +2.9
RXI iShares Global Consumer Discretionary ETF 1.0 41 19 8.1 +5.5
FUNL CornerCap Fundametrics Large-Cap ETF 1.0 50 10 7.1 +4.5
VBK Vanguard Small-Cap Growth ETF 0.9 7 53 1.8 -0.9
TTAC FCF US Quality ETF 0.9 59 1 6.0 +3.3
FEM First Trust Emerging Markets AlphaDEX Fund 0.9 80 -20 11.1 +8.4
ITAN Sparkline Intangible Value ETF 0.9 50 10 6.5 +3.8
FDLO Fidelity Low Volatility Factor ETF 0.9 15 45 5.4 +2.8
ROAM Hartford Multifactor Emerging Markets ETF 0.9 44 16 10.8 +8.2
LOWV AB US Low Volatility Equity ETF 0.9 48 12 5.2 +2.6
VT Vanguard Total World Stock ETF 0.9 6 54 5.6 +3.0
CRTC Xtrackers US National Critical Technologies ETF 0.9 35 25 4.7 +2.0
NUSC Nuveen ESG Small-Cap ETF 0.9 31 29 5.2 +2.6
EMMF WisdomTree Emerging Markets Multifactor Fund 0.9 48 12 6.9 +4.2
RND First Trust Bloomberg R&D Leaders ETF 0.9 60 0 3.3 +0.7
CGGR Capital Group Growth ETF 0.9 39 21 3.3 +0.7
GURU Global X Guru Index ETF 0.9 75 -15 3.0 +0.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.9 9 51 5.4 +2.8
MTUM iShares MSCI USA Momentum Factor ETF 0.9 15 45 3.6 +1.0
EWT iShares MSCI Taiwan ETF 0.9 58 2 5.6 +3.0
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.9 30 30 6.7 +4.0
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 0.9 12 48 6.0 +3.4
DFSI Dimensional International Sustainability Core 1 ETF 0.9 24 36 6.0 +3.4
SPDW SPDR Portfolio Developed World ex-US ETF 0.9 3 57 6.5 +3.9
IEFA iShares Core MSCI EAFE ETF 0.9 7 53 6.6 +3.9
USMV iShares MSCI USA Min Vol Factor ETF 0.9 15 45 5.8 +3.1
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.9 61 -1 -0.6 -3.2
GXPD Global X PureCap MSCI Consumer Discretionary ETF 0.9 25 35 3.8 +1.1
FLTW Franklin FTSE Taiwan ETF 0.8 19 41 5.8 +3.2
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.8 14 46 5.8 +3.2
TRFM AAM Transformers ETF 0.8 49 11 1.2 -1.4
INTF iShares International Equity Factor ETF 0.8 15 45 7.2 +4.5
ROUS Hartford Multifactor US Equity ETF 0.8 19 41 6.9 +4.2
DOL WisdomTree International LargeCap Dividend Fund 0.8 48 12 6.7 +4.1
IEDI iShares U.S. Consumer Focused ETF 0.8 18 42 5.8 +3.1
JPIN J.P. Morgan Diversified Return International Equity ETF 0.8 37 23 7.7 +5.1
SIZE iShares MSCI USA Size Factor ETF 0.8 15 45 6.1 +3.5
VAMO Cambria Value & Momentum ETF 0.8 61 -1 6.4 +3.8
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.8 50 10 9.9 +7.3
STXI Strive International Developed Markets ETF 0.8 29 31 6.2 +3.5
IDEV iShares Core MSCI International Developed Markets ETF 0.8 4 56 6.6 +3.9
SCHF Schwab International Equity ETF 0.8 6 54 6.7 +4.0
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.7 49 11 6.8 +4.2
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.7 65 -5 7.9 +5.2
CGDG Capital Group Dividend Growers ETF 0.7 47 13 5.9 +3.3
ACWV iShares MSCI Global Min Vol Factor ETF 0.7 20 40 5.9 +3.2
QQMG Invesco ESG NASDAQ 100 ETF 0.7 20 40 4.1 +1.4
VEA Vanguard FTSE Developed Markets ETF 0.7 3 57 6.7 +4.0
ECOW Pacer Emerging Markets Cash Cows 100 ETF 0.7 70 -10 11.5 +8.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.7 12 48 5.0 +2.3
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 0.7 15 45 6.6 +3.9
SFYX SoFi Next 500 ETF 0.7 0 60 6.0 +3.3
TMFC Motley Fool 100 Index ETF 0.7 50 10 3.4 +0.7
DWM WisdomTree International Equity Fund 0.7 48 12 6.9 +4.3
AFLG First Trust Active Factor Large Cap ETF 0.7 55 5 6.3 +3.6
XT iShares Exponential Technologies ETF 0.7 46 14 4.5 +1.9
PDP Invesco Dorsey Wright Momentum ETF 0.7 62 -2 2.0 -0.7
QINT American Century Quality Diversified International ETF 0.7 39 21 6.7 +4.0
JIRE JPMorgan International Research Enhanced Equity ETF 0.7 24 36 6.7 +4.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.7 4 56 6.0 +3.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.7 15 45 6.1 +3.4
EUSA iShares MSCI USA Equal Weighted ETF 0.7 9 51 6.2 +3.6
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.7 40 20 7.0 +4.3
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.7 20 40 8.2 +5.5
STXM Strive Mid-Cap ETF 0.7 18 42 6.4 +3.8
JGRO JPMorgan Active Growth ETF 0.7 44 16 3.5 +0.8
LVHI Franklin International Low Volatility High Dividend Index ET 0.7 40 20 9.5 +6.9
CVY Invesco Zacks Multi-Asset Income ETF 0.7 106 -46 11.8 +9.2
GINX SGI Enhanced Global Income ETF 0.6 98 -38 7.9 +5.2
DGT State Street SPDR Global Dow ETF 0.6 50 10 6.4 +3.8
DIM WisdomTree International MidCap Dividend Fund 0.6 58 2 7.0 +4.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.6 39 21 4.3 +1.6
DFLV Dimensional US Large Cap Value ETF 0.6 22 38 7.5 +4.9
HDUS Hartford Disciplined US Equity ETF 0.6 19 41 5.7 +3.0
VEGN US Vegan Climate ETF 0.6 60 0 4.5 +1.8
NUEM Nuveen ESG Emerging Markets Equity ETF 0.6 36 24 7.0 +4.4
AVDE Avantis International Equity ETF 0.6 23 37 6.9 +4.3
DIHP Dimensional International High Profitability ETF 0.6 29 31 6.6 +3.9
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.6 50 10 4.3 +1.7
ACVF American Conservative Values ETF 0.6 75 -15 4.2 +1.6
QDF FlexShares Quality Dividend Index Fund 0.6 37 23 6.2 +3.6
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 0.6 32 28 5.9 +3.2
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.6 25 35 6.3 +3.6
QDEF FlexShares Quality Dividend Defensive Index Fund 0.6 37 23 6.1 +3.5
AVSD Avantis Responsible International Equity ETF 0.6 23 37 5.0 +2.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.6 60 0 6.7 +4.0
WOMN Impact Shares YWCA Women's Empowerment ETF 0.6 75 -15 5.5 +2.9
FLEE Franklin FTSE Europe ETF 0.6 9 51 6.8 +4.2
DFUV Dimensional US Marketwide Value ETF 0.6 22 38 7.4 +4.7
DFAI Dimensional International Core Equity Market ETF 0.6 18 42 6.7 +4.0
VUSE Vident U.S. Equity Strategy ETF 0.6 50 10 4.3 +1.6
DMXF iShares ESG Advanced MSCI EAFE ETF 0.6 12 48 5.2 +2.5
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.6 39 21 7.5 +4.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.6 9 51 4.8 +2.1
VSGX Vanguard ESG International Stock ETF 0.6 10 50 7.3 +4.7
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.6 20 40 6.5 +3.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.6 39 21 5.8 +3.1
GLBL Pacer MSCI World Industry Advantage ETF 0.5 65 -5 4.1 +1.4
XOEF iShares S&P 500 ex S&P 100 ETF 0.5 20 40 5.6 +3.0
SPHQ Invesco S&P 500 Quality ETF 0.5 15 45 5.6 +2.9
VB Vanguard Small-Cap ETF 0.5 5 55 6.1 +3.5
EMXF iShares ESG Advanced MSCI EM ETF 0.5 16 44 7.7 +5.1
FYC First Trust Small Cap Growth AlphaDEX Fund 0.5 71 -11 -1.6 -4.2
NULV Nuveen ESG Large-Cap Value ETF 0.5 26 34 6.3 +3.6
KRMA Global X Conscious Companies ETF 0.5 43 17 5.9 +3.2
QQQ Invesco QQQ Trust Series I 0.5 20 40 4.0 +1.4
QQQM Invesco NASDAQ 100 ETF 0.5 15 45 4.1 +1.5
ISCG iShares Morningstar Small-Cap Growth ETF 0.5 6 54 2.9 +0.3
HLGE Hartford Longevity Economy ETF 0.5 44 16 6.3 +3.6
SCHV Schwab U.S. Large-Cap Value ETF 0.5 4 56 6.7 +4.1
SCHM Schwab U.S. Mid-Cap ETF 0.5 4 56 7.1 +4.4
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 0.5 49 11 3.7 +1.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.5 29 31 4.6 +1.9
CALF Pacer US Small Cap Cash Cows 100 ETF 0.5 59 1 10.5 +7.9
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.5 60 0 -1.0 -3.6
BKLC BNY Mellon US Large Cap Core Equity ETF 0.5 0 60 4.8 +2.2
SFY SoFi Select 500 ETF 0.5 0 60 4.3 +1.7
EWY iShares MSCI South Korea ETF 0.5 58 2 6.1 +3.5
GLOF iShares Global Equity Factor ETF 0.5 20 40 6.6 +3.9
ILCG iShares Morningstar Growth ETF 0.5 4 56 3.7 +1.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.5 60 0 7.4 +4.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.5 11 49 4.8 +2.2
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.5 25 35 6.7 +4.1
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.5 58 2 6.5 +3.8
DFSU Dimensional US Sustainability Core 1 ETF 0.4 18 42 5.3 +2.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.4 70 -10 2.2 -0.5
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.4 12 48 4.6 +1.9
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 39 3.7 +1.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.4 7 53 4.7 +2.1
VCR Vanguard Consumer Discretionary ETF 0.4 9 51 4.7 +2.0
RSP Invesco S&P 500 Equal Weight ETF 0.4 20 40 6.8 +4.1
URTH iShares MSCI World ETF 0.4 24 36 4.9 +2.2
AVES Avantis Emerging Markets Value ETF 0.4 36 24 10.5 +7.8
VFQY Vanguard U.S. Quality Factor ETF 0.4 13 47 6.1 +3.5
VOTE TCW Transform 500 ETF 0.4 5 55 4.8 +2.1
DFIC Dimensional International Core Equity 2 ETF 0.4 23 37 7.0 +4.3
ISCB iShares Morningstar Small-Cap ETF 0.4 4 56 6.2 +3.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.4 15 45 4.6 +1.9
XC WisdomTree Emerging Markets Ex-China Fund 0.4 32 28 5.3 +2.7
EZM WisdomTree U.S. MidCap Fund 0.4 38 22 8.8 +6.1
SCJ iShares MSCI Japan Small-Cap ETF 0.4 50 10 6.7 +4.0
IMCV iShares Morningstar Mid-Cap Value ETF 0.4 6 54 8.1 +5.5
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.4 32 28 6.2 +3.6
RFEU First Trust Riverfront Dynamic Europe ETF 0.4 83 -23 9.8 +7.1
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.4 65 -5 1.9 -0.8
INRO iShares U.S. Industry Rotation Active ETF 0.4 42 18 4.3 +1.7
IGRO iShares International Dividend Growth ETF 0.4 15 45 6.9 +4.3
QWLD SPDR MSCI World StrategicFactors ETF 0.4 30 30 5.7 +3.1
GVUS Marketbeta Russell 1000 Value Equity ETF 0.4 12 48 6.5 +3.8
APIE ActivePassive International Equity ETF 0.4 45 15 7.0 +4.3
VIDI Vident International Equity Strategy ETF 0.4 61 -1 10.1 +7.5
KOKU Xtrackers MSCI Kokusai Equity ETF 0.4 9 51 5.0 +2.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.4 2 58 4.9 +2.2
XMAG Defiance Large Cap ex-Mag 7 ETF 0.4 35 25 5.1 +2.4
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.4 45 15 8.2 +5.6
EQAL Invesco Russell 1000 Equal Weight ETF 0.4 20 40 7.1 +4.5
ETHO Etho Climate Leadership U.S. ETF 0.4 47 13 5.5 +2.9
PBUS Invesco MSCI USA ETF 0.4 4 56 4.8 +2.1
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.4 17 43 5.9 +3.3
IDMO Invesco S&P International Developed Momentum ETF 0.4 25 35 5.7 +3.0
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.4 20 40 6.8 +4.1
STXG Strive 1000 Growth ETF 0.4 18 42 3.8 +1.1
VIGI Vanguard International Dividend Appreciation ETF 0.4 10 50 6.3 +3.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.4 32 28 4.9 +2.3
JHML John Hancock Multifactor Large Cap ETF 0.4 29 31 5.3 +2.6
SCHC Schwab International Small-Cap Equity ETF 0.4 11 49 7.4 +4.8
VUG Vanguard Growth ETF 0.4 4 56 4.1 +1.4
LVOL American Century Low Volatility ETF 0.4 29 31 5.0 +2.4
VFMO Vanguard U.S. Momentum Factor ETF 0.4 13 47 3.0 +0.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.4 9 51 5.2 +2.6
DFUS Dimensional U.S. Equity ETF 0.4 9 51 4.7 +2.1
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.4 80 -20 10.7 +8.1
HLAL Wahed FTSE USA Shariah ETF 0.4 50 10 4.6 +1.9
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.4 25 35 5.5 +2.8
JQUA JPMorgan U.S. Quality Factor ETF 0.4 12 48 5.9 +3.2
FLDZ RiverNorth Patriot ETF 0.4 75 -15 6.4 +3.7
IJJ iShares S&P Mid-Cap 400 Value ETF 0.4 18 42 8.7 +6.1
FQAL Fidelity Quality Factor ETF 0.4 15 45 5.7 +3.0
DEUS Xtrackers Russell US Multifactor ETF 0.4 17 43 6.8 +4.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.4 15 45 4.8 +2.1
SMLF iShares U.S. SmallCap Equity Factor ETF 0.3 15 45 6.0 +3.3
PRXG Praxis Impact Large Cap Growth ETF 0.3 36 24 3.7 +1.0
EVUS iShares ESG Aware MSCI USA Value ETF 0.3 18 42 6.5 +3.8
ISCV iShares Morningstar Small Cap Value ETF 0.3 6 54 9.3 +6.7
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.3 20 40 5.0 +2.3
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.3 15 45 8.8 +6.1
IWD iShares Russell 1000 Value ETF 0.3 19 41 6.4 +3.7
GXLC Global X U.S. 500 ETF 0.3 2 58 4.8 +2.1
VONV Vanguard Russell 1000 Value ETF 0.3 7 53 6.5 +3.9
DCOR Dimensional US Core Equity 1 ETF 0.3 14 46 5.3 +2.7
ESGV Vanguard ESG U.S. Stock ETF 0.3 9 51 4.7 +2.0
XJH iShares ESG Screened S&P Mid-Cap ETF 0.3 12 48 7.2 +4.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.3 15 45 7.3 +4.7
FNDF Schwab Fundamental International Large Co. Index ETF 0.3 25 35 8.8 +6.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.3 10 50 8.9 +6.2
MODL VictoryShares WestEnd U.S. Sector ETF 0.3 42 18 4.5 +1.9
DFAU Dimensional US Core Equity Market ETF 0.3 12 48 5.0 +2.3
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.3 15 45 5.6 +2.9
SMMD iShares Russell 2500 ETF 0.3 15 45 6.9 +4.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.3 10 50 5.1 +2.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.3 10 50 4.9 +2.2
IWB iShares Russell 1000 ETF 0.3 15 45 4.8 +2.1
CFA VictoryShares US 500 Volatility Wtd ETF 0.3 35 25 6.0 +3.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.3 40 20 6.0 +3.3
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.3 25 35 12.4 +9.7
VONE Vanguard Russell 1000 ETF 0.3 7 53 4.8 +2.2
IYY iShares Dow Jones U.S. ETF 0.3 20 40 4.7 +2.0
IWV iShares Russell 3000 ETF 0.3 20 40 4.7 +2.0
EWJV iShares MSCI Japan Value ETF 0.3 15 45 8.0 +5.3
FNDA Schwab Fundamental US Small Co. Index ETF 0.3 25 35 8.9 +6.2
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.3 70 -10 7.3 +4.7
IWF iShares Russell 1000 Growth ETF 0.3 19 41 4.2 +1.5
VTHR Vanguard Russell 3000 ETF 0.3 7 53 4.8 +2.1
RVRB Reverb ETF 0.3 30 30 4.5 +1.8
AVSU Avantis Responsible U.S. Equity ETF 0.3 15 45 5.8 +3.2
OALC OneAscent Large Cap Core ETF 0.3 86 -26 4.0 +1.4
QLV FlexShares US Quality Low Volatility Index Fund 0.3 22 38 5.7 +3.0
SNPV Xtrackers S&P 500 Value ESG ETF 0.3 15 45 6.8 +4.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.3 20 40 5.6 +2.9
AVIV Avantis International Large Cap Value ETF 0.3 25 35 8.1 +5.4
VONG Vanguard Russell 1000 Growth ETF 0.3 7 53 4.3 +1.7
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.3 3 57 4.8 +2.1
VTI Vanguard Total Stock Market ETF 0.3 3 57 4.8 +2.1
IJH iShares Core S&P Mid-Cap ETF 0.3 5 55 7.3 +4.6
MDY SPDR S&P Midcap 400 ETF Trust 0.3 24 36 7.1 +4.4
SUSL iShares ESG MSCI USA Leaders ETF 0.3 10 50 4.8 +2.2
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.3 49 11 6.0 +3.4
SCHX Schwab U.S. Large-Cap ETF 0.3 3 57 4.9 +2.2
STRV Strive 500 ETF 0.3 5 55 4.7 +2.1
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.3 8 52 7.1 +4.5
SPMO Invesco S&P 500 Momentum ETF 0.3 13 47 3.8 +1.2
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.3 3 57 7.3 +4.6
FNX First Trust Mid Cap Core AlphaDEX Fund 0.3 60 0 7.0 +4.4
ILCB iShares Morningstar U.S. Equity ETF 0.3 3 57 4.8 +2.1
SCHK Schwab 1000 Index ETF 0.3 5 55 4.9 +2.2
DFAC Dimensional U.S. Core Equity 2 ETF 0.3 17 43 5.5 +2.8
IVOO Vanguard S&P Mid-Cap 400 ETF 0.3 7 53 7.3 +4.7
TOV JLens 500 Jewish Advocacy U.S. ETF 0.3 18 42 4.6 +1.9
SCHB Schwab U.S. Broad Market ETF 0.3 3 57 4.9 +2.3
XPND First Trust Expanded Technology ETF 0.3 65 -5 3.7 +1.0
VV Vanguard Large-Cap ETF 0.3 4 56 4.7 +2.1
TOK iShares MSCI Kokusai ETF 0.3 26 34 4.9 +2.2
IUSV iShares Core S&P US Value ETF 0.3 4 56 6.3 +3.7
CCMG CCM Global Equity ETF 0.3 34 26 8.2 +5.5
EWUS iShares MSCI United Kingdom Small Cap ETF 0.3 59 1 7.5 +4.9
REVS Columbia Research Enhanced Value ETF 0.3 19 41 7.7 +5.0
PSC Principal U.S. Small-Cap ETF 0.3 38 22 6.9 +4.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.3 29 31 6.4 +3.8
IVE iShares S&P 500 Value ETF 0.3 18 42 6.1 +3.4
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.3 4 56 6.2 +3.5
VOOV Vanguard S&P 500 Value ETF 0.3 7 53 6.1 +3.5
IWO iShares Russell 2000 Growth ETF 0.3 24 36 0.8 -1.8
RAFE PIMCO RAFI ESG U.S. ETF 0.3 29 31 6.9 +4.2
IJK iShares S&P Mid-Cap 400 Growth ETF 0.2 17 43 5.9 +3.2
VTWG Vanguard Russell 2000 Growth ETF 0.2 10 50 1.0 -1.7
EMXC iShares MSCI Emerging Markets ex China ETF 0.2 25 35 6.8 +4.1
FLRG Fidelity U.S. Multifactor ETF 0.2 15 45 6.9 +4.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.2 25 35 5.9 +3.2
FTEC Fidelity MSCI Information Technology Index ETF 0.2 8 52 3.9 +1.2
JVAL JPMorgan U.S. Value Factor ETF 0.2 12 48 7.9 +5.2
DFVX Dimensional US Large Cap Vector ETF 0.2 22 38 6.3 +3.6
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.2 15 45 5.9 +3.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.2 10 50 6.0 +3.3
SNPE Xtrackers S&P 500 ESG ETF 0.2 10 50 4.9 +2.3
ESGG FlexShares STOXX Global ESG Select Index Fund 0.2 42 18 5.2 +2.6
DXIV Dimensional International Vector Equity ETF 0.2 34 26 7.4 +4.8
VBR Vanguard Small Cap Value ETF 0.2 7 53 9.1 +6.5
USXF iShares ESG Advanced MSCI USA ETF 0.2 10 50 4.7 +2.0
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.2 12 48 3.9 +1.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.2 19 41 6.3 +3.6
SPXT ProShares S&P 500 Ex-Technology ETF 0.2 9 51 5.5 +2.9
HAPI Harbor Human Capital Factor US Large Cap ETF 0.2 36 24 4.8 +2.1
SGLC SGI U.S. Large Cap Core ETF 0.2 85 -25 4.1 +1.4
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.2 24 36 7.1 +4.5
EWU iShares MSCI United Kingdom ETF 0.2 50 10 7.7 +5.0
VTV Vanguard Value ETF 0.2 4 56 6.8 +4.1
PRXV Praxis Impact Large Cap Value ETF 0.2 36 24 6.6 +4.0
FYX First Trust Small Cap Core AlphaDEX Fund 0.2 61 -1 5.8 +3.2
PRF Invesco FTSE RAFI US 1000 ETF 0.2 39 21 6.7 +4.0
ESGU iShares ESG Aware MSCI USA ETF 0.2 15 45 4.6 +2.0
SCZ iShares MSCI EAFE Small-Cap ETF 0.2 40 20 6.8 +4.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.2 75 -15 4.0 +1.3
QLC FlexShares US Quality Large Cap Index Fund 0.2 25 35 5.2 +2.5
VALQ American Century U.S. Quality Value ETF 0.2 29 31 7.9 +5.3
BFOR ALPS Barron's 400 ETF 0.2 65 -5 5.9 +3.3
JAVA JPMorgan Active Value ETF 0.2 44 16 6.3 +3.7
IETC iShares U.S. Tech Independence Focused ETF 0.2 18 42 3.7 +1.0
FELV Fidelity Enhanced Large Cap Value ETF 0.2 18 42 6.7 +4.0
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.2 58 2 9.3 +6.6
FSST Fidelity Sustainable U.S. Equity ETF 0.2 59 1 4.2 +1.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.2 18 42 7.8 +5.1
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 0.2 44 16 10.2 +7.5
TEXN iShares Texas Equity ETF 0.2 20 40 6.1 +3.4
DFIS Dimensional International Small Cap ETF 0.2 39 21 7.0 +4.3
DSI iShares MSCI KLD 400 Social ETF 0.2 25 35 4.8 +2.1
QUAL iShares MSCI USA Quality Factor ETF 0.2 15 45 5.4 +2.8
TOPC iShares S&P 500 3% Capped ETF 0.2 15 45 5.0 +2.4
RAUS RACWI US ETF 0.2 15 45 4.6 +2.0
GWX SPDR S&P International Small Cap ETF 0.2 40 20 6.6 +4.0
VSLU Applied Finance Valuation Large Cap ETF 0.2 49 11 5.6 +3.0
FDRR Fidelity Dividend ETF for Rising Rates 0.2 15 45 6.8 +4.1
AVSC Avantis U.S Small Cap Equity ETF 0.2 25 35 5.3 +2.6
BBEU JPMorgan BetaBuilders Europe ETF 0.2 9 51 6.8 +4.2
FTHF First Trust Emerging Markets Human Flourishing ETF 0.2 75 -15 8.9 +6.2
QVML Invesco S&P 500 QVM Multi-factor ETF 0.2 11 49 5.0 +2.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.2 19 41 5.4 +2.7
PTL Inspire 500 ETF 0.2 9 51 5.3 +2.7
TPIF Timothy Plan International ETF 0.2 62 -2 5.9 +3.2
SPXN ProShares S&P 500 Ex-Financials ETF 0.2 9 51 4.8 +2.1
XVV iShares ESG Screened S&P 500 ETF 0.2 8 52 4.7 +2.1
DSPY Tema S&P 500 Historical Weight ETF 0.2 18 42 5.1 +2.4
THRO iShares U.S. Thematic Rotation Active ETF 0.2 90 -30 4.1 +1.5
VGT Vanguard Information Technology ETF 0.2 9 51 3.8 +1.2
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 21 9.8 +7.1
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.2 46 14 6.3 +3.7
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.2 33 27 7.9 +5.3
SPXV ProShares S&P 500 Ex-Health Care ETF 0.2 9 51 4.6 +1.9
FSMD Fidelity Small-Mid Multifactor ETF 0.2 15 45 6.9 +4.3
SPEU SPDR Portfolio Europe ETF 0.2 7 53 7.0 +4.3
AFSM First Trust Active Factor Small Cap ETF 0.2 75 -15 7.5 +4.8
GSPY Gotham Enhanced 500 ETF 0.2 50 10 5.0 +2.4
IUS Invesco RAFI Strategic US ETF 0.2 19 41 6.7 +4.1
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.2 20 40 4.6 +1.9
VGK Vanguard FTSE Europe ETF 0.2 6 54 7.1 +4.4
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.2 53 7 7.0 +4.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.2 7 53 5.0 +2.4
SNPG Xtrackers S&P 500 Growth ESG ETF 0.2 15 45 4.5 +1.9
SPXE ProShares S&P 500 Ex-Energy ETF 0.2 9 51 4.7 +2.0
CATH Global X S&P 500 Catholic Values Custom ETF 0.2 29 31 4.6 +1.9
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.1 35 25 7.1 +4.4
IVV iShares Core S&P 500 ETF 0.1 3 57 4.8 +2.2
SPY SPDR S&P 500 ETF 0.1 9 51 4.8 +2.1
SPYM State Street SPDR Portfolio S&P 500 ETF 0.1 2 58 4.8 +2.2
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.1 3 57 5.0 +2.4
IEUS iShares MSCI Europe Small-Cap ETF 0.1 42 18 7.3 +4.6
VOO Vanguard S&P 500 ETF 0.1 3 57 4.8 +2.2
NACP Impact Shares NAACP Minority Empowerment ETF 0.1 49 11 4.7 +2.0
SCHG Schwab U.S. Large-Cap Growth ETF 0.1 4 56 3.9 +1.2
FNDB Schwab Fundamental US Broad Market Index ETF 0.1 25 35 7.3 +4.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.1 24 36 7.6 +4.9
AVDV Avantis International Small Cap Value ETF 0.1 36 24 8.8 +6.2
APUE ActivePassive U.S. Equity ETF 0.1 45 15 4.6 +2.0
FEP First Trust Europe AlphaDEX Fund 0.1 80 -20 7.9 +5.3
IEV iShares Europe ETF 0.1 67 -7 6.4 +3.7
IWM iShares Russell 2000 ETF 0.1 19 41 4.2 +1.6
DISV Dimensional International Small Cap Value ETF 0.1 42 18 8.7 +6.1
FNDX Schwab Fundamental US Large Co. Index ETF 0.1 25 35 7.2 +4.5
DAK Dakota Active Equity ETF 0.1 43 17 4.4 +1.7
RSSL Global X Russell 2000 ETF 0.1 8 52 4.1 +1.5
RODE Hartford Multifactor Diversified International ETF 0.1 29 31 10.3 +7.7
XCNY SPDR S&P Emerging Markets ex-China ETF 0.1 15 45 7.1 +4.4
VTWO Vanguard Russell 2000 ETF 0.1 7 53 4.3 +1.6
IEUR iShares Core MSCI Europe ETF 0.1 11 49 6.9 +4.2
STXV Strive 1000 Value ETF 0.1 18 42 8.1 +5.5
SPXM Azoria 500 Meritocracy ETF 0.1 47 13 4.5 +1.8
KLMN Invesco MSCI North America Climate ETF 0.1 9 51 4.9 +2.2
DXUV Dimensional US Vector Equity ETF 0.1 28 32 6.1 +3.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 40 4.9 +2.3
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.1 35 25 15.6 +12.9
AVDS Avantis International Small Cap Equity ETF 0.1 30 30 6.9 +4.2
AVUS Avantis U.S. Equity ETF 0.1 15 45 5.7 +3.0
EPS WisdomTree U.S. LargeCap Fund 0.1 8 52 5.6 +3.0
RECS Columbia Research Enhanced Core ETF 0.1 15 45 5.7 +3.0
DLS WisdomTree International SmallCap Dividend Fund 0.1 58 2 8.0 +5.4
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.1 12 48 7.3 +4.7
DFEV Dimensional Emerging Markets Value ETF 0.1 43 17 11.5 +8.9
DFAS Dimensional U.S. Small Cap ETF 0.1 26 34 6.7 +4.0
BKSE BNY Mellon US Small Cap Core Equity ETF 0.1 4 56 5.8 +3.2
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.1 42 18 9.4 +6.7
ILCV iShares Morningstar Value ETF 0.1 4 56 6.3 +3.6
IYW iShares U.S. Technology ETF 0.1 40 20 3.8 +1.1
RWL Invesco S&P 500 Revenue ETF 0.1 39 21 6.7 +4.1
DGRW WisdomTree US Quality Dividend Growth Fund 0.1 28 32 5.5 +2.8
STXK Strive Small-Cap ETF 0.1 18 42 6.1 +3.4
VYMI Vanguard International High Dividend Yield ETF 0.1 17 43 8.9 +6.3
HKND Humankind US Stock ETF 0.1 11 49 7.1 +4.5
STXE Strive Emerging Markets Ex-China ETF 0.1 32 28 7.1 +4.5
IUSG iShares Core S&P U.S. Growth ETF 0.1 4 56 4.1 +1.5
EFAV iShares MSCI EAFE Min Vol Factor ETF 0.1 22 38 5.8 +3.2
EFV iShares MSCI EAFE Value ETF 0.1 34 26 8.4 +5.7
EES WisdomTree U.S. SmallCap Fund 0.1 38 22 8.7 +6.1
IVW iShares S&P 500 Growth ETF 0.1 18 42 3.9 +1.3
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.1 4 56 4.1 +1.4
VOOG Vanguard S&P 500 Growth ETF 0.1 7 53 4.0 +1.4
FDVV Fidelity High Dividend ETF 0.1 15 45 7.5 +4.9
FELC Fidelity Enhanced Large Cap Core ETF 0.1 18 42 5.2 +2.5
ISCF iShares International SmallCap Equity Factor ETF 0.0 23 37 8.0 +5.3
SCHA Schwab U.S. Small-Cap ETF 0.0 4 56 6.3 +3.6
DLN WisdomTree U.S. LargeCap Dividend Fund 0.0 28 32 5.9 +3.3
DTD WisdomTree U.S. Total Dividend Fund 0.0 28 32 6.3 +3.6
VFMF Vanguard U.S. Multifactor ETF 0.0 18 42 7.8 +5.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.0 35 25 7.6 +4.9
LRGF iShares U.S. Equity Factor ETF 0.0 8 52 5.4 +2.7
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.0 10 50 4.2 +1.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.0 10 50 4.3 +1.7
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.0 25 35 5.1 +2.5
DEW WisdomTree Global High Dividend Fund 0.0 58 2 8.2 +5.6
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.0 45 15 6.5 +3.8
EBI Longview Advantage ETF 0.0 35 25 6.6 +4.0
AVUQ Avantis U.S. Quality ETF 0.0 15 45 4.4 +1.7

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

  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:		 Pacer BlueStar Digital Entertainment 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 8.3 %
Divided by: Fwd. P/BV 2.5 x
Less: Expense ratio 60 bp
Equals: ALTAR Score 2.7 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.54 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.