Optimized Equity Income ETF
ALTAR
Score™
3.7% info Recommen-
dation
UNDERWEIGHT
2025E    2026E
P/E
ratio
27.0x P/Sales
ratio
4.6x
P/BV
ratio
5.3x Div.
yield
1.1%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The Optimized Equity Income ETF seeks to provide income and long-term capital appreciation by investing primarily in a diversified portfolio of equity securities.

FUND BASICS
Category US Equities
Fund Sponsor
Website www.corealtfunds.com/OEI
Inception date Oct 21, 2025
Assets (mns) $52
Currency USD
Expense ratio 75 bp
Distributions

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 81
Wgt avg mkt cap (mns) $1,407,170
Large cap (>$10bn) 0.0%
Mid cap ($2-10bn) 0.0%
Small cap (<$2bn) 0.0%
Developed mkts 0.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
NVIDIA CORP 8.9 %
APPLE INC 4.2 %
AMAZON.COM INC 4.2 %
MICROSOFT CORP 4.2 %
CASH & OTHER 4.1 %
ALPHABET INC. CLASS A 3.2 %
MICRON TECHNOLOGY INC 3.0 %
BROADCOM INC. 2.7 %
ALPHABET INC. CLASS C 2.5 %
META PLATFORMS INC 2.3 %
Total 39.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 96.2 %
IRELAND 1.0 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru September 30)
Year-to-date 1 year 5 years 10 years Since Incep.
9.3% -- -- -- 13.8%

Market Correlations
versus... Beta R-squared
S&P500 -- --
MSCI EAFE -- --
MSCI Emg. Mkts. -- --

Technical Indicators
Recent close $26.18
30d moving avg. $25.77
Annualized volatility 0.0%
Short interest (ETF) 1.3%
Relative strength (RSI) 61

Liquidity measures
Avg. volume (thou.) 6
Turnover 0.3%
Bid/Ask (% of price) 0.68%
ADV underlying (mns) $0

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 988 potential alternatives to the Optimized Equity Income ETF ETF based on the alternatives' overlap in portfolio holdings with OEI. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: OEI Expense: 75 bp ALTAR Score™: 3.7%


ALTERNATIVE ETFs BASED ON OVERLAP WITH OEI
Ticker Fund
Name
Overlap1
vs OEI
(%)
Expense
ratio
(bp)
Savings
vs OEI
(bp)
ALTAR
Score™
(%)
ALTAR
vs OEI
(%)
MGC Vanguard Mega Cap ETF 72.6 7 68 3.9 +0.2
IWL iShares Russell Top 200 ETF 71.2 15 60 3.9 +0.2
XLG Invesco S&P 500 Top 50 ETF 67.8 20 55 3.7 +0.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 67.0 7 68 4.1 +0.4
SPXE ProShares S&P 500 Ex-Energy ETF 66.8 9 66 4.1 +0.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 66.4 2 73 4.2 +0.5
VOTE TCW Transform 500 ETF 66.1 5 70 4.1 +0.5
PBUS Invesco MSCI USA ETF 66.0 4 71 4.2 +0.6
BKLC BNY Mellon US Large Cap Core Equity ETF 65.7 0 75 12.5 +8.8
ADME Aptus Drawdown Managed Equity ETF 65.6 79 -4 3.4 -0.3
VV Vanguard Large-Cap ETF 65.6 4 71 4.1 +0.5
INRO iShares U.S. Industry Rotation Active ETF 65.6 42 33 3.5 -0.1
KLMN Invesco MSCI North America Climate ETF 65.5 9 66 4.3 +0.7
VOO Vanguard S&P 500 ETF 65.3 3 72 4.2 +0.6
SPYM State Street SPDR Portfolio S&P 500 ETF 65.2 2 73 4.2 +0.6
SPY SPDR S&P 500 ETF 65.2 9 66 4.2 +0.5
FELC Fidelity Enhanced Large Cap Core ETF 65.2 18 57 4.3 +0.7
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 65.2 20 55 4.0 +0.3
SPXV ProShares S&P 500 Ex-Health Care ETF 65.0 9 66 3.9 +0.3
DYNF BlackRock U.S. Equity Factor Rotation ETF 65.0 30 45 3.7 +0.1
IVV iShares Core S&P 500 ETF 65.0 3 72 4.2 +0.6
AQEC AQE Core ETF 64.6 49 26 5.2 +1.6
GXLC Global X U.S. 500 ETF 64.4 2 73 4.1 +0.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 64.3 20 55 4.2 +0.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 64.2 7 68 4.4 +0.7
SPXN ProShares S&P 500 Ex-Financials ETF 64.1 9 66 4.0 +0.4
THRO iShares U.S. Thematic Rotation Active ETF 64.0 90 -15 3.1 -0.6
ILCB iShares Morningstar U.S. Equity ETF 63.9 3 72 4.1 +0.5
CHRI Global X S&P 500 Christian Values ETF 63.7 29 46 3.9 +0.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 63.5 8 67 4.4 +0.7
RAUS RACWI US ETF 63.4 15 60 4.1 +0.5
XVV iShares ESG Screened S&P 500 ETF 63.3 8 67 4.1 +0.5
TOV JLens 500 Jewish Advocacy U.S. ETF 63.2 18 57 3.9 +0.3
SFTY Horizon Managed Risk ETF 62.8 77 -2 3.4 -0.2
EPS WisdomTree U.S. LargeCap Fund 62.6 8 67 4.7 +1.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 62.4 11 64 4.2 +0.5
STOX Horizon Core Equity ETF 62.4 70 5 3.5 -0.1
QVML Invesco S&P 500 QVM Multi-factor ETF 62.1 11 64 4.3 +0.7
GQQQ Astoria US Quality Growth Kings ETF 61.7 35 40 3.3 -0.3
TOPC iShares S&P 500 3% Capped ETF 61.4 15 60 4.4 +0.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 61.4 10 65 4.2 +0.6
IYY iShares Dow Jones U.S. ETF 61.2 20 55 4.1 +0.4
VONE Vanguard Russell 1000 ETF 61.0 7 68 4.2 +0.6
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 61.0 3 72 4.4 +0.7
DFUS Dimensional U.S. Equity ETF 60.9 9 66 4.1 +0.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 60.9 14 61 4.2 +0.5
SCHX Schwab U.S. Large-Cap ETF 60.9 3 72 4.3 +0.6
IWB iShares Russell 1000 ETF 60.8 15 60 4.2 +0.5
ENHU iShares Enhanced Large Cap Core Active ETF 60.8 22 53 4.1 +0.5
OALC OneAscent Large Cap Core ETF 60.4 86 -11 3.4 -0.3
STXG Strive 1000 Growth ETF 60.3 18 57 3.3 -0.4
MODL VictoryShares WestEnd U.S. Sector ETF 60.2 42 33 4.0 +0.4
CATH Global X S&P 500 Catholic Values Custom ETF 60.0 29 46 4.0 +0.4
SCHK Schwab 1000 Index ETF 59.5 5 70 4.3 +0.6
APUE ActivePassive U.S. Equity ETF 59.5 45 30 3.9 +0.3
SFY SoFi Select 500 ETF 59.5 0 75 3.7 +0.0
ESGV Vanguard ESG U.S. Stock ETF 59.4 9 66 4.1 +0.5
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 59.4 4 71 3.1 -0.6
IVW iShares S&P 500 Growth ETF 59.4 18 57 2.9 -0.7
ESGU iShares ESG Aware MSCI USA ETF 59.2 15 60 4.2 +0.5
DSPY Tema S&P 500 Historical Weight ETF 59.2 18 57 4.4 +0.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 59.2 75 0 3.2 -0.4
VOOG Vanguard S&P 500 Growth ETF 59.2 7 68 18.6 +15.0
VTI Vanguard Total Stock Market ETF 58.8 3 72 4.1 +0.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 58.8 3 72 4.1 +0.5
IWV iShares Russell 3000 ETF 58.7 20 55 4.0 +0.4
VTHR Vanguard Russell 3000 ETF 58.5 7 68 4.1 +0.5
IUSG iShares Core S&P U.S. Growth ETF 58.5 4 71 3.1 -0.5
GSPY Gotham Enhanced 500 ETF 57.9 50 25 4.3 +0.7
LRGF iShares U.S. Equity Factor ETF 57.7 8 67 4.6 +0.9
CVLC Calvert US Large-Cap Core Responsible Index ETF 57.7 15 60 4.2 +0.6
ILCV iShares Morningstar Value ETF 57.7 4 71 5.3 +1.6
SCHB Schwab U.S. Broad Market ETF 57.5 3 72 4.2 +0.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 57.4 32 43 3.9 +0.3
DGRW WisdomTree US Quality Dividend Growth Fund 56.7 28 47 5.1 +1.4
EQWL Invesco S&P 100 Equal Weight ETF 56.7 25 50 5.5 +1.8
HDUS Hartford Disciplined US Equity ETF 56.7 19 56 4.8 +1.1
USMC Principal U.S. Mega-Cap ETF 56.2 12 63 3.5 -0.1
NACP Impact Shares NAACP Minority Empowerment ETF 55.9 49 26 3.6 -0.1
DFAU Dimensional US Core Equity Market ETF 55.5 12 63 4.3 +0.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 55.3 9 66 4.4 +0.7
DLN WisdomTree U.S. LargeCap Dividend Fund 55.3 28 47 5.5 +1.8
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 55.0 15 60 4.2 +0.5
FVAL Fidelity Value Factor ETF 55.0 15 60 5.9 +2.3
SGLC SGI U.S. Large Cap Core ETF 54.4 85 -10 3.6 -0.1
LGDX Intech S&P Large Cap Diversified Alpha ETF 54.4 25 50 4.2 +0.5
GLBL Pacer MSCI World Industry Advantage ETF 54.1 65 10 3.4 -0.3
SNPE Xtrackers S&P 500 ESG ETF 53.5 10 65 4.3 +0.7
QLC FlexShares US Quality Large Cap Index Fund 53.5 25 50 4.5 +0.9
FLQL Franklin LibertyQ U.S. Equity ETF 53.5 15 60 4.6 +0.9
GGUS Marketbeta Russell 1000 Growth Equity ETF 53.3 12 63 3.6 -0.1
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 53.3 12 63 3.9 +0.2
TOPT iShares Top 20 U.S. Stocks ETF 52.9 20 55 3.2 -0.5
IOO iShares Global 100 ETF 52.9 41 34 3.8 +0.2
IWX iShares Russell Top 200 Value ETF 52.6 20 55 4.8 +1.2
FDMO Fidelity Momentum Factor ETF 52.5 15 60 2.5 -1.2
AVUS Avantis U.S. Equity ETF 52.2 15 60 4.7 +1.1
FQAL Fidelity Quality Factor ETF 52.1 15 60 4.9 +1.3
IWY iShares Russell Top 200 Growth ETF 52.0 20 55 3.7 +0.1
HAPI Harbor Human Capital Factor US Large Cap ETF 51.9 36 39 4.1 +0.4
LVDS JPMorgan Fundamental Data Science Large Value ETF 51.8 49 26 4.8 +1.2
KOKU Xtrackers MSCI Kokusai Equity ETF 51.7 9 66 4.4 +0.8
FELG Fidelity Enhanced Large Cap Growth ETF 51.7 18 57 3.4 -0.3
AVUQ Avantis U.S. Quality ETF 51.6 15 60 3.7 +0.0
HLAL Wahed FTSE USA Shariah ETF 51.5 50 25 3.5 -0.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 51.4 19 56 5.1 +1.4
FDRR Fidelity Dividend ETF for Rising Rates 51.3 15 60 5.6 +2.0
DTD WisdomTree U.S. Total Dividend Fund 51.2 28 47 5.8 +2.1
JGRO JPMorgan Active Growth ETF 51.1 44 31 2.6 -1.1
QUS State Street SPDR MSCI USA StrategicFactors ETF 51.0 15 60 5.0 +1.4
TOK iShares MSCI Kokusai ETF 50.9 26 49 4.3 +0.7
IWF iShares Russell 1000 Growth ETF 50.8 19 56 15.1 +11.4
TMFC Motley Fool 100 Index ETF 50.8 50 25 2.9 -0.7
VONG Vanguard Russell 1000 Growth ETF 50.6 7 68 3.8 +0.1
ACVF American Conservative Values ETF 50.6 75 0 3.7 +0.1
AVSU Avantis Responsible U.S. Equity ETF 50.5 15 60 4.9 +1.3
QQMG Invesco ESG NASDAQ 100 ETF 50.3 20 55 3.1 -0.5
ILCG iShares Morningstar Growth ETF 50.2 4 71 3.2 -0.5
SPXT ProShares S&P 500 Ex-Technology ETF 50.2 9 66 5.1 +1.4
QQQ Invesco QQQ Trust Series I 50.2 20 55 3.2 -0.5
LRGC AB US Large Cap Strategic Equities ETF 50.2 48 27 3.8 +0.2
QQQM Invesco NASDAQ 100 ETF 50.2 15 60 3.2 -0.4
NANC Unusual Whales Subversive Democratic Trading ETF 50.1 75 0 2.8 -0.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 49.9 25 50 5.5 +1.9
QGRW WisdomTree U.S. Quality Growth Fund 49.7 28 47 2.9 -0.8
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 49.7 19 56 4.7 +1.1
SCHG Schwab U.S. Large-Cap Growth ETF 49.6 4 71 3.3 -0.3
XMAG Defiance Large Cap ex-Mag 7 ETF 49.5 35 40 4.3 +0.7
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 49.4 25 50 4.9 +1.2
VUG Vanguard Growth ETF 49.3 4 71 20.8 +17.2
JHML John Hancock Multifactor Large Cap ETF 49.0 29 46 4.5 +0.9
SUSA iShares MSCI USA ESG Select ETF 49.0 25 50 4.0 +0.4
DCOR Dimensional US Core Equity 1 ETF 48.9 14 61 4.6 +0.9
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 48.8 45 30 3.6 -0.1
DFVX Dimensional US Large Cap Vector ETF 48.7 22 53 5.3 +1.7
ONEQ Fidelity Nasdaq Composite Index ETF 48.6 21 54 2.9 -0.8
MGK Vanguard Mega Cap Growth ETF 48.5 7 68 17.3 +13.7
CGUS Capital Group Core Equity ETF 48.5 33 42 3.6 -0.1
IUS Invesco RAFI Strategic US ETF 48.3 19 56 5.5 +1.8
URTH iShares MSCI World ETF 48.1 24 51 4.3 +0.7
FFLC Fidelity Fundamental Large Cap Core ETF 47.9 38 37 3.9 +0.3
PRXG Praxis Impact Large Cap Growth ETF 47.9 36 39 3.2 -0.5
PRF Invesco FTSE RAFI US 1000 ETF 47.7 34 41 5.6 +1.9
VSLU Applied Finance Valuation Large Cap ETF 47.7 49 26 4.9 +1.3
DFSU Dimensional US Sustainability Core 1 ETF 47.6 18 57 4.7 +1.0
PFM Invesco Dividend Achievers ETF 47.6 53 22 4.8 +1.2
QTOP iShares Nasdaq Top 30 Stocks ETF 47.6 20 55 2.8 -0.9
SFYF SoFi Social 50 ETF 47.1 29 46 0.7 -2.9
GQI Natixis Gateway Quality Income ETF 47.0 34 41 4.7 +1.0
MGV Vanguard Mega Cap Value ETF 46.9 7 68 5.4 +1.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 46.9 10 65 4.2 +0.6
SUSL iShares ESG MSCI USA Leaders ETF 46.9 10 65 4.2 +0.5
FDLO Fidelity Low Volatility Factor ETF 46.8 15 60 4.9 +1.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 46.7 9 66 4.2 +0.5
TIME Clockwise Core Equity & Innovation ETF 46.4 95 -20 2.0 -1.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 46.0 29 46 4.0 +0.4
KLMT Invesco MSCI Global Climate 500 ETF 45.9 10 65 4.9 +1.3
WOMN Impact Shares YWCA Women's Empowerment ETF 45.7 75 0 4.8 +1.2
EQL Alps Equal Sector Weight ETF 45.6 25 50 5.3 +1.6
VONV Vanguard Russell 1000 Value ETF 45.5 7 68 5.4 +1.7
AQLT iShares MSCI Global Quality Factor ETF 45.4 18 57 0.0 -3.7
IWD iShares Russell 1000 Value ETF 45.3 19 56 5.3 +1.6
FSST Fidelity Sustainable U.S. Equity ETF 45.3 59 16 3.7 +0.1
JGLO JPMorgan Global Select Equity ETF 45.1 33 42 4.3 +0.7
RAYD Rayliant Quantitative Developed Market Equity ETF 44.8 80 -5 3.6 -0.0
FLRG Fidelity U.S. Multifactor ETF 44.8 15 60 6.0 +2.4
JPEF JPMorgan Equity Focus ETF 44.6 50 25 3.8 +0.2
VIG Vanguard Dividend Appreciation ETF 44.6 5 70 5.1 +1.4
RFFC ALPS Active Equity Opportunity ETF 44.4 48 27 3.7 +0.0
SHE State Street SPDR MSCI USA Gender Diversity ETF 44.3 20 55 4.3 +0.6
FNDX Schwab Fundamental US Large Co. Index ETF 44.1 25 50 6.2 +2.5
DSI iShares MSCI KLD 400 Social ETF 44.0 25 50 4.1 +0.4
FBCG Fidelity Blue Chip Growth ETF 43.9 59 16 2.2 -1.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 43.8 12 63 4.5 +0.8
QLV FlexShares US Quality Low Volatility Index Fund 43.7 22 53 5.0 +1.4
LOWV AB US Low Volatility Equity ETF 43.7 48 27 4.4 +0.8
BGRO iShares Large Cap Growth Active ETF 43.7 55 20 1.9 -1.8
VOOV Vanguard S&P 500 Value ETF 43.6 7 68 5.8 +2.1
SPYV State Street SPDR Portfolio S&P 500 Value ETF 43.5 4 71 5.8 +2.1
DFAC Dimensional U.S. Core Equity 2 ETF 43.3 17 58 4.7 +1.1
IVE iShares S&P 500 Value ETF 43.3 18 57 5.6 +2.0
RND First Trust Bloomberg R&D Leaders ETF 43.2 60 15 2.5 -1.1
VTV Vanguard Value ETF 43.1 4 71 5.9 +2.2
LCF Touchstone US Large Cap Focused ETF 43.1 69 6 3.6 -0.1
GVUS Marketbeta Russell 1000 Value Equity ETF 43.0 12 63 5.3 +1.6
ACWI iShares MSCI ACWI ETF 43.0 32 43 4.6 +1.0
IGM iShares Expanded Tech Sector ETF 43.0 41 34 2.6 -1.1
DGRO iShares Core Dividend Growth ETF 42.9 8 67 5.7 +2.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 42.5 20 55 4.7 +1.1
FELV Fidelity Enhanced Large Cap Value ETF 42.5 18 57 5.4 +1.8
CGDV Capital Group Dividend Value ETF 42.5 33 42 3.9 +0.2
ESGG FlexShares STOXX Global ESG Select Index Fund 42.5 42 33 4.0 +0.3
QUAL iShares MSCI USA Quality Factor ETF 42.3 15 60 4.4 +0.8
DUHP Dimensional US High Profitability ETF 42.1 21 54 5.4 +1.7
VUSE Vident U.S. Equity Strategy ETF 42.0 50 25 3.8 +0.1
FNDB Schwab Fundamental US Broad Market Index ETF 42.0 25 50 6.2 +2.5
CGGR Capital Group Growth ETF 41.9 39 36 2.6 -1.0
SNPG Xtrackers S&P 500 Growth ESG ETF 41.9 15 60 4.1 +0.4
LCDS JPMorgan Fundamental Data Science Large Core ETF 41.7 30 45 4.1 +0.4
IUSV iShares Core S&P US Value ETF 41.7 4 71 5.9 +2.3
EVUS iShares ESG Aware MSCI USA Value ETF 41.6 18 57 5.5 +1.9
RWL Invesco S&P 500 Revenue ETF 41.4 39 36 5.8 +2.1
JQUA JPMorgan U.S. Quality Factor ETF 41.2 12 63 4.9 +1.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 41.1 10 65 3.7 +0.0
IETC iShares U.S. Tech Independence Focused ETF 41.0 18 57 3.0 -0.7
CRTC Xtrackers US National Critical Technologies ETF 40.9 35 40 4.0 +0.4
GGRW Gabelli Growth Innovators ETF 40.9 90 -15 2.1 -1.5
LGRO Level Four Large Cap Growth Active ETF 40.8 55 20 3.5 -0.2
DVND Touchstone Dividend Select ETF 40.8 67 8 5.4 +1.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 40.7 9 66 4.8 +1.2
VLU State Street SPDR S&P 1500 Value Tilt ETF 40.6 12 63 6.2 +2.6
SPMO Invesco S&P 500 Momentum ETF 40.5 13 62 2.9 -0.7
DAK Dakota Active Equity ETF 40.5 43 32 3.8 +0.1
RECS Columbia Research Enhanced Core ETF 40.3 15 60 5.2 +1.6
FFOG Franklin Focused Growth ETF 40.3 61 14 1.6 -2.1
IYW iShares U.S. Technology ETF 40.2 40 35 2.8 -0.9
NULC Nuveen ESG Large-Cap ETF 40.2 21 54 3.9 +0.3
AGRW Allspring LT Large Growth ETF 40.0 35 40 3.5 -0.2
JMOM JPMorgan U.S. Momentum Factor ETF 39.9 12 63 3.3 -0.4
BLCR iShares Large Cap Core Active ETF 39.8 36 39 2.9 -0.7
EGUS iShares ESG Aware MSCI USA Growth ETF 39.8 18 57 3.1 -0.5
CAML Congress Large Cap Growth ETF 39.8 66 9 2.5 -1.2
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 39.4 56 19 7.1 +3.4
QWLD SPDR MSCI World StrategicFactors ETF 39.0 30 45 5.2 +1.5
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 38.9 49 26 3.7 +0.1
GLOF iShares Global Equity Factor ETF 38.9 20 55 5.5 +1.8
FDWM Fidelity Women's Leadership ETF 38.9 59 16 4.1 +0.4
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 38.7 49 26 5.0 +1.4
VT Vanguard Total World Stock ETF 38.5 6 69 5.0 +1.3
SCHV Schwab U.S. Large-Cap Value ETF 38.5 4 71 5.8 +2.1
WRND IQ Global Equity R&D Leaders ETF 38.4 18 57 4.0 +0.3
AFLG First Trust Active Factor Large Cap ETF 38.4 55 20 5.0 +1.4
QDEF FlexShares Quality Dividend Defensive Index Fund 38.4 37 38 5.5 +1.8
FCPI Fidelity Stocks for Inflation ETF 38.3 15 60 5.8 +2.2
LRND IQ U.S. Large Cap R&D Leaders ETF 38.3 14 61 3.9 +0.2
FDVV Fidelity High Dividend ETF 38.2 15 60 6.8 +3.1
QDF FlexShares Quality Dividend Index Fund 38.2 37 38 5.4 +1.7
QLTY GMO U.S. Quality ETF 38.1 50 25 3.9 +0.2
RAFE PIMCO RAFI ESG U.S. ETF 38.1 29 46 6.0 +2.4
JHDV John Hancock U.S. High Dividend ETF 37.6 34 41 6.0 +2.4
FFND Future Fund Active ETF 37.5 100 -25 4.5 +0.8
EDOW First Trust Dow 30 Equal Weight ETF 37.1 50 25 4.8 +1.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 37.1 48 27 5.8 +2.1
VUSG Vanguard Wellington U.S. Growth Active ETF 36.8 35 40 2.5 -1.1
IWFG IQ Winslow Focused Large Cap Growth ETF 36.3 65 10 2.2 -1.4
EBI Longview Advantage ETF 36.3 35 40 5.9 +2.3
HGRO Hedgeye Quality Growth ETF 36.1 70 5 3.6 -0.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 36.0 29 46 5.7 +2.0
DIA SPDR Dow Jones Industrial Average ETF 35.9 16 59 4.9 +1.3
VYM Vanguard High Dividend Yield Index ETF 35.9 6 69 6.3 +2.7
ABIG Argent Large Cap ETF 35.6 49 26 4.4 +0.7
XNTK State Street SPDR NYSE Technology ETF 35.5 35 40 2.3 -1.3
IVES Wedbush ETFMG Global Cloud Technology ETF 35.3 68 7 3.4 -0.3
SWP SWP Growth & Income ETF 35.2 99 -24 4.7 +1.0
JAVA JPMorgan Active Value ETF 35.1 44 31 5.5 +1.8
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 34.9 15 60 7.7 +4.1
SNPV Xtrackers S&P 500 Value ESG ETF 34.8 15 60 5.4 +1.8
SIXA ETC 6 Meridian Mega Cap Equity ETF 34.8 80 -5 5.6 +1.9
USMV iShares MSCI USA Min Vol Factor ETF 34.7 15 60 5.4 +1.8
DGT State Street SPDR Global Dow ETF 34.6 50 25 5.7 +2.1
USXF iShares ESG Advanced MSCI USA ETF 34.5 10 65 3.8 +0.2
DXUV Dimensional US Vector Equity ETF 34.4 28 47 5.2 +1.6
XT iShares Exponential Technologies ETF 34.4 46 29 3.8 +0.2
FTEC Fidelity MSCI Information Technology Index ETF 34.3 8 67 2.9 -0.8
VEGN US Vegan Climate ETF 34.2 60 15 3.3 -0.4
GXPT Global X PureCap MSCI Information Technology ETF 34.2 25 50 3.1 -0.5
XLK Technology Select Sector SPDR 34.2 8 67 3.1 -0.6
IXN iShares Global Tech ETF 34.2 41 34 2.5 -1.2
SEMG Suncoast Select Growth ETF 34.1 60 15 3.9 +0.2
VGT Vanguard Information Technology ETF 34.0 9 66 23.9 +20.2
AIQ Global X Artificial Intelligence & Technology ETF 33.8 68 7 2.7 -1.0
ZECP Zacks Earnings Consistent Portfolio ETF 33.6 55 20 4.2 +0.6
AOTG AOT Growth and Innovation ETF 33.5 75 0 1.1 -2.5
PRXV Praxis Impact Large Cap Value ETF 33.5 36 39 5.6 +1.9
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 33.4 65 10 3.6 -0.0
TECB iShares U.S. Tech Breakthrough Multisector ETF 33.4 40 35 2.7 -1.0
JEPI JPMorgan Equity Premium Income ETF 33.2 35 40 5.3 +1.7
GVIP Goldman Sachs Hedge Industry VIP ETF 32.9 45 30 2.5 -1.2
GK AdvisorShares Gerber Kawasaki ETF 32.9 75 0 1.5 -2.2
GRNY Fundstrat Granny Shots US Large Cap ETF 32.7 75 0 2.2 -1.5
RGEF Rockefeller Global Equity ETF 32.6 55 20 3.8 +0.1
DFLV Dimensional US Large Cap Value ETF 32.5 22 53 6.1 +2.4
QBIG Invesco Top QQQ ETF 32.5 29 46 0.0 -3.7
PWB Invesco Large Cap Growth ETF 32.5 56 19 2.0 -1.7
YOKE Yoke Core ETF 32.3 42 33 3.9 +0.2
DFUV Dimensional US Marketwide Value ETF 32.3 22 53 6.0 +2.4
ROE Astoria US Quality Kings ETF 32.3 49 26 5.3 +1.7
AGIX KraneShares Artificial Intelligence and Technology ETF 32.2 99 -24 1.0 -2.7
VNSE Natixis Vaughan Nelson Select ETF 31.9 80 -5 3.4 -0.3
TRUT VanEck Technology TruSector ETF 31.8 13 62 3.7 +0.0
PEXL Pacer US Export Leaders ETF 31.8 60 15 3.0 -0.6
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 31.8 15 60 3.0 -0.6
GINN Goldman Sachs Innovate Equity ETF 31.7 52 23 3.7 +0.0
PY Principal Value ETF 31.7 15 60 7.1 +3.4
STXV Strive 1000 Value ETF 31.6 18 57 7.0 +3.3
JGRW Jensen Quality Growth ETF 31.4 57 18 4.3 +0.6
MNZL Manzil Russell Halal USA Broad MarketETF 31.2 40 35 3.8 +0.1
DARP Grizzle Growth ETF 31.1 75 0 1.7 -1.9
ESMV iShares ESG MSCI USA Min Vol Factor ETF 31.1 18 57 5.2 +1.5
PSET Principal Quality ETF 30.7 15 60 4.9 +1.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 30.7 79 -4 4.1 +0.5
FUNL CornerCap Fundametrics Large-Cap ETF 30.5 50 25 6.5 +2.8
KOCG FIS Knights of Columbus Global Belief ETF 30.5 75 0 4.6 +1.0
EMOT First Trust S&P 500 Economic Moat ETF 30.3 60 15 8.7 +5.0
QUVU Hartford Quality Value ETF 30.2 46 29 5.4 +1.8
QGRO American Century U.S. Quality Growth ETF 30.0 29 46 4.1 +0.5
DUNK Dana Unconstrained Equity ETF 30.0 75 0 1.7 -1.9
BUZZ VanEck Social Sentiment ETF 29.9 75 0 -0.7 -4.3
LRGE ClearBridge Large Cap Growth ESG ETF 29.5 59 16 2.7 -1.0
RFDA RiverFront Dynamic US Dividend Advantage ETF 29.4 52 23 5.2 +1.5
WTAI WisdomTree Artificial Intelligence and Innovation Fund 29.3 45 30 1.8 -1.9
JVAL JPMorgan U.S. Value Factor ETF 29.3 12 63 6.7 +3.1
LOGO Alpha Brands Consumption Leaders ETF 29.3 69 6 2.8 -0.9
XPND First Trust Expanded Technology ETF 29.2 65 10 2.9 -0.8
WUGI AXS Esoterica NextG Economy ETF 29.1 75 0 1.4 -2.2
YNOT Horizon Digital Frontier ETF 29.1 75 0 2.5 -1.2
VALQ American Century U.S. Quality Value ETF 29.0 29 46 7.3 +3.6
FBCV Fidelity Blue Chip Value ETF 28.9 59 16 5.7 +2.0
TMFE Motley Fool Capital Efficiency 100 Index ETF 28.9 50 25 3.5 -0.1
PCGG Polen Capital Global Growth ETF 28.9 85 -10 4.0 +0.3
USEW Cambria US EW ETF 28.8 30 45 4.2 +0.6
BDIV AAM Brentview Dividend Growth ETF 28.7 49 26 3.8 +0.2
USSE Segall Bryant & Hamill Select Equity ETF 28.7 65 10 3.0 -0.7
AVLV Avantis U.S. Large Cap Value ETF 28.6 15 60 5.9 +2.2
LCLG Logan Capital Broad Innovative Growth ETF 28.5 99 -24 3.1 -0.6
DEMZ Democratic Large Cap Core ETF 28.2 45 30 3.7 +0.0
MTUM iShares MSCI USA Momentum Factor ETF 28.1 15 60 2.3 -1.3
SXQG ETC 6 Meridian Quality Growth ETF 28.0 100 -25 3.0 -0.6
GEW Cambria Global EW ETF 28.0 29 46 5.4 +1.8
AIEQ AI Powered Equity ETF 27.7 75 0 3.8 +0.2
ICAP InfraCap Equity Income Fund ETF 27.6 171 -96 4.8 +1.1
VFMV Vanguard U.S. Minimum Volatility ETF 27.5 13 62 5.8 +2.1
VDIG Vanguard Wellington Dividend Growth Active ETF 27.4 40 35 4.6 +1.0
BLCV iShares Large Cap Value Active ETF 27.4 53 22 6.2 +2.6
RDVY First Trust Rising Dividend Achievers ETF 27.3 50 25 5.1 +1.4
CHAT Roundhill Generative AI & Technology ETF 27.0 75 0 4.0 +0.4
FDG American Century Focused Dynamic Growth ETF 26.7 45 30 1.9 -1.8
GOP Unusual Whales Subversive Republican Trading ETF 26.4 50 25 4.1 +0.5
YLDE ClearBridge Dividend Strategy ESG ETF 26.3 60 15 5.5 +1.9
GDIV Harbor Dividend Growth Leaders ETF 26.1 50 25 4.2 +0.5
VERS ProShares Metaverse ETF 26.0 58 17 0.4 -3.3
CSTK Invesco Comstock Contrarian Equity ETF 26.0 35 40 5.9 +2.2
SPVU Invesco S&P 500 Enhanced Value ETF 25.9 13 62 8.6 +4.9
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 25.8 29 46 7.6 +3.9
MAVF Matrix Advisors Value ETF 25.8 75 0 4.9 +1.2
ASLV Allspring Special Large Value ETF 25.7 35 40 5.2 +1.6
ANEW ProShares MSCI Transformational Changes ETF 25.7 45 30 4.2 +0.6
BEEX BeeHive ETF 25.5 84 -9 3.8 +0.1
CARZ First Trust NASDAQ Global Auto Index Fund 25.5 70 5 2.4 -1.3
CGGO Capital Group Global Growth Equity ETF 25.5 47 28 4.1 +0.5
BRIF FIS Bright Portfolios Focused Equity ETF 25.4 65 10 3.3 -0.3
USMF WisdomTree U.S. Multifactor Fund 25.4 28 47 6.8 +3.1
STXD Strive 1000 Dividend Growth ETF 25.2 35 40 4.6 +0.9
DIVB iShares Core Dividend ETF 25.2 5 70 6.7 +3.1
ABFL Abacus FCF Leaders ETF 25.2 59 16 4.1 +0.5
METV Roundhill Ball Metaverse ETF 25.2 59 16 7.3 +3.6
LEGR First Trust Indxx Innovative Transaction & Process ETF 24.8 65 10 7.4 +3.7
CHGX AXS Change Finance ESG ETF 24.6 49 26 4.3 +0.7
AFOS ARS Focused Opportunities Strategy ETF 24.6 45 30 2.0 -1.7
BGDV Bahl & Gaynor Dividend ETF 24.6 45 30 4.1 +0.4
BGIG Bahl & Gaynor Income Growth ETF 24.3 45 30 4.6 +1.0
ACSI American Customer Satisfaction ETF 24.2 65 10 4.6 +0.9
XLSR State Street US Sector Rotation ETF 24.1 70 5 4.3 +0.7
USRD Themes US R&D Champions ETF 23.9 29 46 4.1 +0.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 23.6 15 60 6.4 +2.7
BAI iShares AI Innovation and Tech Active ETF 23.4 55 20 0.9 -2.8
RJDI RJ Eagle Dividend Select Income ETF 23.3 55 20 4.6 +0.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 23.2 35 40 3.4 -0.2
ROUS Hartford Multifactor US Equity ETF 23.0 19 56 5.5 +1.8
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 23.0 58 17 3.1 -0.6
JOET Virtus Terranova US Quality Momentum ETF 22.4 29 46 3.9 +0.2
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 22.4 57 18 2.3 -1.4
DJD Invesco Dow Jones Industrial Average Dividend ETF 22.2 7 68 6.8 +3.1
FDTX Fidelity Disruptive Technology ETF 22.1 50 25 1.4 -2.2
PNQI Invesco NASDAQ Internet ETF 22.1 60 15 3.8 +0.2
NULG Nuveen ESG Large-Cap Growth ETF 22.1 26 49 3.0 -0.6
RPG Invesco S&P 500 Pure Growth ETF 22.0 35 40 2.7 -1.0
FMET Fidelity Metaverse ETF 21.9 39 36 4.3 +0.6
FDCF Fidelity Disruptive Communications ETF 21.8 50 25 1.8 -1.9
ARVR First Trust Indxx Metaverse ETF 21.5 70 5 3.5 -0.2
ACWV iShares MSCI Global Min Vol Factor ETF 21.4 20 55 5.8 +2.1
AIVC Amplify Bloomberg AI Value Chain ETF 21.4 59 16 3.3 -0.3
PRAY FIS Christian Stock Fund 21.4 69 6 4.1 +0.5
LST Leuthold Select Industries ETF 21.4 91 -16 4.8 +1.1
FTC First Trust Large Cap Growth AlphaDEX Fund 21.3 59 16 1.9 -1.8
NULV Nuveen ESG Large-Cap Value ETF 21.1 26 49 5.0 +1.4
TRFK Pacer Data and Digital Revolution ETF 21.0 60 15 1.8 -1.9
IQM Franklin Intelligent Machines ETF 20.9 50 25 1.1 -2.5
SSPY Syntax Stratified LargeCap ETF 20.9 30 45 6.2 +2.5
SPHQ Invesco S&P 500 Quality ETF 20.9 15 60 4.8 +1.1
REVS Columbia Research Enhanced Value ETF 20.6 19 56 6.5 +2.9
CHPX Global X AI Semiconductor & Quantum ETF 20.0 50 25 1.5 -2.1
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 20.0 40 35 1.7 -2.0
SMH VanEck Semiconductor ETF 20.0 35 40 1.9 -1.8
SOXX iShares Semiconductor ETF 20.0 35 40 1.9 -1.8
INCE Franklin Income Equity Focus ETF 19.8 29 46 5.6 +2.0
GURU Global X Guru Index ETF 19.8 75 0 2.4 -1.2
STRN SMART Trend 25 ETF 19.7 59 16 2.5 -1.2
SFGV Sequoia Global Value ETF 19.6 23 52 7.2 +3.5
HUSV First Trust Horizon Managed Volatility Domestic ETF 19.5 70 5 4.9 +1.3
FCTE SMI 3Fourteen Full-Cycle Trend ETF 19.4 85 -10 4.1 +0.4
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 19.1 15 60 7.8 +4.1
SOXQ Invesco PHLX Semiconductor ETF 19.1 19 56 1.9 -1.8
VFMF Vanguard U.S. Multifactor ETF 19.0 18 57 6.5 +2.8
ARKW ARK Next Generation Internet ETF 18.9 87 -12 0.5 -3.1
ARKQ ARK Autonomous Technology & Robotics ETF 18.9 75 0 1.0 -2.6
AVIE Avantis  Inflation Focused Equity ETF 18.8 25 50 6.0 +2.3
WTV WisdomTree US Value ETF 18.8 12 63 8.0 +4.3
EQRR ProShares Equities for Rising Rates ETF 18.7 35 40 5.4 +1.8
CZAR Themes Natural Monopoly ETF 18.6 35 40 5.3 +1.7
DRUP GraniteShares Nasdaq Select Disruptors ETF 18.6 60 15 3.4 -0.3
GGME Invesco Next Gen Media and Gaming ETF 18.5 60 15 4.4 +0.7
OGIG ALPS O'Shares Global Internet Giants ETF 18.5 48 27 2.4 -1.3
SPHB Invesco S&P 500 High Beta ETF 18.4 25 50 3.5 -0.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 18.4 20 55 5.6 +2.0
RSPT Invesco S&P 500 Equal Weight Technology ETF 18.3 40 35 3.5 -0.1
MILN Global X Millennial Consumer ETF 18.2 50 25 4.4 +0.8
GPT Intelligent Alpha Atlas ETF 18.2 69 6 6.1 +2.4
IGPT Invesco AI and Next Gen Software ETF 18.2 60 15 2.2 -1.4
FTXL First Trust Nasdaq Semiconductor ETF 18.1 60 15 1.8 -1.8
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 18.1 5 70 7.7 +4.0
MFIG Motley Fool Innovative Growth Factor ETF 18.1 50 25 2.7 -1.0
ARTY iShares Future AI & Tech ETF 18.0 47 28 2.2 -1.4
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 18.0 49 26 2.8 -0.8
EQIN Columbia US Equity Income ETF 17.9 35 40 6.3 +2.7
MFMO Motley Fool Momentum Factor ETF 17.9 50 25 2.1 -1.6
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 17.8 39 36 3.8 +0.2
KONG Formidable Fortress ETF 17.7 89 -14 5.1 +1.4
VUSV Vanguard Wellington U.S. Value Active ETF 17.7 30 45 5.7 +2.1
DIVL Madison Dividend Value ETF 17.7 65 10 5.0 +1.4
FLV American Century Focused Large Cap Value ETF 17.5 42 33 6.0 +2.4
PWV Invesco Large Cap Value ETF 17.5 55 20 6.3 +2.6
BUYZ Franklin Disruptive Commerce ETF 17.5 50 25 2.6 -1.0
MBCC Monarch Blue Chips Core ETF 17.5 125 -50 3.9 +0.2
FDN First Trust Dow Jones Internet Index Fund 17.4 52 23 2.6 -1.1
FDND FT Vest Dow Jones Internet & Target Income ETF 17.4 75 0 2.6 -1.0
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 17.1 75 0 3.1 -0.5
TBG TBG Dividend Focus ETF 17.1 59 16 6.5 +2.8
RW Rainwater Equity ETF 17.1 125 -50 3.5 -0.2
DIVE Dana Concentrated Dividend ETF 16.8 65 10 6.8 +3.2
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 16.8 35 40 6.0 +2.3
KAT Scharf ETF 16.7 87 -12 6.2 +2.6
CGDG Capital Group Dividend Growers ETF 16.7 47 28 5.3 +1.7
FTCS First Trust Capital Strength ETF 16.7 55 20 5.9 +2.3
ULVM VictoryShares US Value Momentum ETF 16.7 20 55 6.3 +2.7
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 16.7 12 63 6.0 +2.3
KNCT Invesco Next Gen Connectivity ETF 16.6 40 35 2.8 -0.8
VFMO Vanguard U.S. Momentum Factor ETF 16.6 13 62 1.7 -1.9
FTGS First Trust Growth Strength ETF 16.5 60 15 3.7 +0.1
GINX SGI Enhanced Global Income ETF 16.4 98 -23 6.7 +3.0
RSP Invesco S&P 500 Equal Weight ETF 16.4 20 55 6.0 +2.4
LRNZ TrueShares Technology, AI & Deep Learning ETF 16.3 69 6 -0.7 -4.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 16.3 40 35 5.5 +1.8
CFA VictoryShares US 500 Volatility Wtd ETF 16.3 35 40 5.5 +1.9
ABOT Abacus FCF Innovation Leaders ETF 16.3 69 6 3.6 -0.1
QTUM Defiance Quantum ETF 16.3 40 35 3.6 -0.1
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 16.2 49 26 8.1 +4.5
NBDS Neuberger Berman Disrupters ETF 16.2 55 20 0.7 -2.9
PDP Invesco Dorsey Wright Momentum ETF 16.2 62 13 1.6 -2.0
TRFM AAM Transformers ETF 16.1 49 26 1.0 -2.7
WISE Themes Generative Artificial Intelligence ETF 16.0 35 40 -0.4 -4.1
SURE AdvisorShares Insiders Advantage ETF 16.0 90 -15 7.9 +4.2
TDV ProShares S&P Technology Dividend Aristocrats ETF 15.9 45 30 5.0 +1.3
ITAN Sparkline Intangible Value ETF 15.8 50 25 5.7 +2.1
YALL God Bless America ETF 15.8 65 10 4.7 +1.0
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 15.8 9 66 5.3 +1.6
FTCE First Trust New Constructs Core Earnings Leaders ETF 15.7 60 15 4.7 +1.1
EUSA iShares MSCI USA Equal Weighted ETF 15.6 9 66 5.6 +2.0
SAMT Strategas Macro Thematic Opportunities ETF 15.3 65 10 2.6 -1.1
MDLV Morgan Dempsey Large Cap Value ETF 15.3 58 17 6.2 +2.5
GKAT Scharf Global Opportunity ETF 15.2 57 18 6.0 +2.3
DVGR DAC 3D Dividend Growth ETF 15.1 65 10 5.1 +1.4
OPTZ Optimize Strategy Index ETF 15.1 50 25 3.4 -0.2
DIVS SmartETFs Dividend Builder ETF 15.0 65 10 4.5 +0.8
DIVG Invesco S&P 500 High Dividend Growers ETF 14.9 39 36 7.6 +3.9
AUSF Global X Adaptive U.S. Factor ETF 14.9 27 48 8.4 +4.8
PTF Invesco Dorsey Wright Technology Momentum ETF 14.9 60 15 -1.0 -4.7
FCTR First Trust Lunt U.S. Factor Rotation ETF 14.9 65 10 5.0 +1.3
FEX First Trust Large Cap Core AlphaDEX Fund 14.8 59 16 5.1 +1.5
AGIQ Sofi Agentic AI ETF 14.8 69 6 6.3 +2.7
SDY State Street SPDR S&P Dividend ETF 14.6 35 40 6.4 +2.7
AKAF The Frontier Economic Fund 14.5 20 55 5.6 +1.9
ACEP ARS Core Equity ETF 14.5 45 30 4.1 +0.5
DURA VanEck Durable High Dividend ETF 14.4 29 46 6.5 +2.9
RVER Trenchless Fund ETF 14.4 65 10 0.6 -3.1
ARKK ARK Innovation ETF 14.3 75 0 -2.5 -6.2
SIZE iShares MSCI USA Size Factor ETF 14.3 15 60 5.6 +2.0
SKYY First Trust Cloud Computing ETF 14.2 60 15 2.3 -1.4
FBOT Fidelity Disruptive Automation ETF 14.2 50 25 2.9 -0.8
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 14.2 35 40 7.2 +3.6
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 14.1 38 37 7.2 +3.5
AGQI First Trust Active Global Quality Income ETF 14.1 85 -10 6.5 +2.8
VFQY Vanguard U.S. Quality Factor ETF 14.0 13 62 5.5 +1.8
HDV iShares Core High Dividend ETF 14.0 8 67 30.1 +26.5
MOAT VanEck Morningstar Wide Moat ETF 13.9 46 29 5.6 +2.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 13.8 18 57 7.1 +3.4
FPAG FPA Global Equity ETF 13.8 49 26 5.8 +2.1
NOBL ProShares S&P 500 Dividend Aristocrats ETF 13.8 35 40 11.5 +7.9
SMHX VanEck Fabless Semiconductor ETF 13.7 35 40 1.8 -1.9
MBOX Freedom Day Dividend ETF 13.7 39 36 6.9 +3.2
SPLV Invesco S&P 500 Low Volatility ETF 13.7 25 50 5.4 +1.8
CLOD Themes Cloud Computing ETF 13.6 35 40 2.9 -0.7
SHRY First Trust Bloomberg Shareholder Yield ETF 13.6 60 15 8.8 +5.2
TDIV First Trust NASDAQ Technology Dividend Index Fund 13.6 50 25 4.9 +1.2
SPGP Invesco S&P 500 GARP ETF 13.6 34 41 6.0 +2.4
HART IQ Healthy Hearts ETF 13.6 45 30 6.0 +2.4
DUSA Davis Select U.S. Equity ETF 13.5 61 14 7.2 +3.5
NUDV Nuveen ESG Dividend ETF 13.5 26 49 6.4 +2.7
IYC iShares U.S. Consumer Discretionary ETF 13.5 40 35 4.0 +0.4
DRIV Global X Autonomous & Electric Vehicles ETF 13.4 68 7 3.6 -0.1
FFF Founders 100 ETF 13.2 75 0 2.3 -1.4
VFH Vanguard Financials ETF 13.2 9 66 6.3 +2.7
IXG iShares Global Financials ETF 13.2 42 33 6.2 +2.5
XLF Financial Select Sector SPDR 13.2 8 67 5.8 +2.2
FNCL Fidelity MSCI Financials Index ETF 13.2 8 67 6.3 +2.6
BOTZ Global X Robotics & Artificial Intelligence ETF 13.2 69 6 2.1 -1.6
ALTL Pacer Lunt Large Cap Alternator ETF 13.0 60 15 5.1 +1.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 13.0 65 10 1.3 -2.4
XSD State Street SPDR S&P Semiconductor ETF 12.9 35 40 2.2 -1.5
DIVZ TrueShares Low Volatility Equity Income ETF 12.8 65 10 6.3 +2.6
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 12.7 50 25 8.2 +4.5
IYG iShares US Financial Services ETF 12.7 40 35 5.4 +1.7
XDAT Franklin Exponential Data ETF 12.6 50 25 1.0 -2.6
BMVP Invesco Bloomberg MVP Multi-factor ETF 12.6 29 46 6.9 +3.3
RSPF Invesco S&P 500 Equal Weight Financials ETF 12.5 40 35 6.6 +2.9
VLUE iShares MSCI USA Value Factor ETF 12.2 15 60 6.1 +2.5
NXTG First Trust Indxx NextG ETF 12.1 70 5 3.4 -0.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 12.1 49 26 4.5 +0.8
CLNR IQ Cleaner Transport ETF 12.0 45 30 4.0 +0.4
DIVN Horizon Dividend Income ETF 12.0 70 5 6.7 +3.1
PTL Inspire 500 ETF 11.9 9 66 4.6 +1.0
AIVL WisdomTree U.S. AI Enhanced Value Fund 11.9 38 37 5.2 +1.6
DEW WisdomTree Global High Dividend Fund 11.9 58 17 7.4 +3.7
XLV Health Care Select Sector SPDR 11.7 8 67 6.4 +2.7
VHT Vanguard Health Care ETF 11.7 9 66 4.9 +1.2
FHLC Fidelity MSCI Health Care Index ETF 11.7 8 67 5.1 +1.4
IXJ iShares Global Healthcare ETF 11.7 42 33 6.3 +2.6
IYH iShares U.S. Healthcare ETF 11.7 40 35 5.6 +1.9
PSI Invesco Semiconductors ETF 11.7 57 18 1.4 -2.3
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 11.6 60 15 4.5 +0.8
FVD First Trust Value Line Dividend Index Fund 11.5 65 10 6.0 +2.3
RSPH Invesco S&P 500 Equal Weight Health Care ETF 11.5 40 35 6.6 +2.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 11.3 64 11 1.3 -2.3
DHS WisdomTree U.S. High Dividend Fund 11.3 38 37 8.3 +4.7
FXL First Trust Technology AlphaDEX Fund 11.2 61 14 4.6 +1.0
UDI USCF Dividend Income Fund 11.2 65 10 6.8 +3.2
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 11.2 75 0 2.0 -1.7
AIS VistaShares Artificial Intelligence Supercycle ETF 11.2 75 0 0.8 -2.8
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 11.2 65 10 5.3 +1.6
HRTS Tema Heart & Health ETF 11.2 75 0 2.9 -0.8
CTEF Castellan Targeted Equity ETF 11.2 45 30 2.9 -0.8
VSDA VictoryShares Dividend Accelerator ETF 11.1 35 40 6.7 +3.0
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 11.0 15 60 6.6 +2.9
SCHD Schwab US Dividend Equity ETF 10.9 6 69 8.2 +4.5
TOLL Tema Durable Quality ETF 10.9 75 0 3.7 +0.1
ARKX ARK Space Exploration & Innovation ETF 10.8 75 0 0.0 -3.6
IXP iShares Global Comm Services ETF 10.7 42 33 5.9 +2.3
GXPC Global X PureCap MSCI Communication Services ETF 10.7 25 50 4.1 +0.5
VOX Vanguard Communication Services ETF 10.7 9 66 4.6 +1.0
XLC Communication Services Select Sector SPDR 10.7 8 67 5.8 +2.1
TMFG Motley Fool Global Opportunities ETF 10.6 85 -10 4.0 +0.4
BWEB Bitwise Web3 ETF 10.6 85 -10 -0.1 -3.7
AIPO Defiance AI & Power Infrastructure ETF 10.6 69 6 0.9 -2.7
SSUS Day Hagan/Ned Davis Research Smart Sector ETF 10.6 79 -4 3.5 -0.2
FEGE First Eagle Global Equity ETF 10.5 79 -4 6.1 +2.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 10.5 60 15 6.5 +2.9
FCOM Fidelity MSCI Communication Services Index ETF 10.5 8 67 4.7 +1.0
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 10.3 60 15 3.6 -0.1
VFVA Vanguard U.S. Value Factor ETF 10.1 13 62 9.2 +5.6
MOTG VanEck Morningstar Global Wide Moat ETF 10.0 52 23 8.1 +4.5
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 10.0 40 35 6.4 +2.7
IYF iShares U.S. Financials ETF 10.0 40 35 5.9 +2.3
LGCF Themes US Cash Flow Champions ETF 9.9 30 45 7.0 +3.3
PINK Simplify Health Care ETF 9.8 50 25 0.9 -2.8
VCR Vanguard Consumer Discretionary ETF 9.7 9 66 4.9 +1.2
GXPD Global X PureCap MSCI Consumer Discretionary ETF 9.7 25 50 4.0 +0.3
XLY Consumer Discretionary Select Sector SPDR 9.7 8 67 5.1 +1.4
RXI iShares Global Consumer Discretionary ETF 9.7 41 34 9.1 +5.4
FDIS Fidelity MSCI Consumer Discretionary Index ETF 9.7 8 67 4.9 +1.2
SPVM Invesco S&P 500 Value with Momentum ETF 9.7 39 36 6.5 +2.9
MVAL VanEck Morningstar Wide Moat Value ETF 9.6 49 26 6.6 +3.0
DWLD Davis Select Worldwide ETF 9.5 63 12 7.4 +3.7
BMED Future Health ETF 9.4 85 -10 1.0 -2.7
DVY iShares Select Dividend ETF 9.4 38 37 8.4 +4.7
CIBR First Trust NASDAQ Cybersecurity ETF 9.2 60 15 3.0 -0.6
MOTO SmartETFs Smart Transportation & Technology ETF 9.2 68 7 5.6 +2.0
IYJ iShares U.S. Industrials ETF 9.2 40 35 4.3 +0.6
ARKF ARK Fintech Innovation ETF 9.2 75 0 0.2 -3.5
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 9.1 27 48 6.9 +3.3
DTCR Global X Data Center & Digital Infrastructure ETF 9.1 50 25 3.6 -0.0
PJP Invesco Pharmaceuticals ETF 9.1 57 18 6.7 +3.0
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 9.0 58 17 3.6 -0.0
TAX Cambria Tax Aware ETF 8.9 49 26 4.2 +0.5
NETZ TCW Transform Systems ETF 8.9 75 0 1.5 -2.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 8.8 60 15 4.7 +1.0
JDOC JPMorgan Healthcare Leaders ETF 8.7 65 10 3.5 -0.2
MAGA Point Bridge America First ETF 8.6 72 3 5.5 +1.8
JSTC Adasina Social Justice All Cap Global ETF 8.6 89 -14 4.3 +0.7
FTXH First Trust Nasdaq Pharmaceuticals ETF 8.4 60 15 6.2 +2.6
EQAL Invesco Russell 1000 Equal Weight ETF 8.3 20 55 6.3 +2.6
FTA First Trust Large Cap Value AlphaDEX Fund 8.3 59 16 7.9 +4.3
DSTL Distillate US Fundamental Stability & Value ETF 8.2 39 36 7.6 +4.0
DEUS Xtrackers Russell US Multifactor ETF 8.2 17 58 6.7 +3.0
TEXN iShares Texas Equity ETF 8.2 20 55 5.0 +1.3
IBLC iShares Blockchain and Tech ETF 8.1 47 28 -1.3 -4.9
TMDV ProShares Russell US Dividend Growers ETF 8.1 35 40 6.5 +2.8
BFOR ALPS Barron's 400 ETF 8.0 65 10 22.1 +18.5
BLOK Amplify Transformational Data Sharing ETF 8.0 75 0 -0.1 -3.8
TXS Texas Capital Texas Equity Index ETF 8.0 49 26 4.9 +1.3
TRUD VanEck Consumer Disc TruSector ETF 7.9 14 61 3.3 -0.4
CANC Tema Oncology ETF 7.9 75 0 -2.2 -5.8
SGRT SMART Earnings Growth 30 ETF 7.9 59 16 2.3 -1.3
IBOT Vaneck Robotics ETF 7.9 47 28 3.2 -0.4
XITK State Street SPDR FactSet Innovative Technology ETF 7.8 45 30 0.1 -3.6
MEDX Horizon Kinetics Medical ETF 7.8 85 -10 1.5 -2.2
RTH VanEck Retail ETF 7.8 35 40 5.3 +1.7
WAR U.S. Global Tech and Aerospace & Defense ETF 7.8 60 15 0.1 -3.5
FMKT The Free Markets ETF 7.8 76 -1 4.3 +0.6
ISHP First Trust Nasdaq Retail ETF 7.8 60 15 5.8 +2.1
SMRI Bushido Capital US Equity ETF 7.6 71 4 7.1 +3.5
SAMM Strategas Macro Momentum ETF 7.6 66 9 3.4 -0.2
GDOC Goldman Sachs Future Health Care Equity ETF 7.5 75 0 0.9 -2.8
AGNG Global X Aging Population ETF 7.5 50 25 4.4 +0.7
MFVL Motley Fool Value Factor ETF 7.5 50 25 5.8 +2.1
OND ProShares On-Demand ETF 7.4 58 17 0.6 -3.1
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 7.4 60 15 4.8 +1.2
WLDR Affinity World Leaders Equity ETF 7.3 67 8 5.6 +2.0
WDNA WisdomTree BioRevolution Fund 7.3 45 30 -1.7 -5.4
FCLD Fidelity Cloud Computing ETF 7.1 39 36 2.6 -1.1
SATO Invesco Alerian Galaxy Crypto Economy ETF 7.1 61 14 -0.7 -4.4
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 7.1 20 55 0.8 -2.8
BOTT Themes Robotics & Automation ETF 7.0 35 40 -4.8 -8.5
PPH VanEck Pharmaceutical ETF 7.0 36 39 7.2 +3.5
COWZ Pacer US Cash Cows 100 ETF 7.0 49 26 7.6 +3.9
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 7.0 49 26 7.7 +4.0
CDIG City Different Investments Global Equity ETF 6.9 75 0 -1.7 -5.3
RCGE RockCreek Global Equality ETF 6.9 95 -20 6.3 +2.6
IGV iShares Expanded Tech-Software Sector ETF 6.9 41 34 3.1 -0.6
SDOG ALPS Sector Dividend Dogs ETF 6.9 36 39 8.4 +4.7
DTEC ALPS Disruptive Technologies ETF 6.8 50 25 3.5 -0.2
POWA Invesco Bloomberg Pricing Power ETF 6.8 40 35 6.2 +2.5
FTWO Strive FAANG 2.0 ETF 6.8 49 26 4.0 +0.4
FXH First Trust Health Care AlphaDEX Fund 6.7 62 13 4.3 +0.7
MEDI Harbor Health Care ETF 6.6 80 -5 -1.4 -5.0
DFNL Davis Select Financial ETF 6.5 63 12 7.6 +3.9
DIVY Sound Equity Dividend Income ETF 6.4 45 30 8.1 +4.4
ERTH Invesco MSCI Sustainable Future ETF 6.4 62 13 3.6 -0.0
SPIT F/m Emerald Special Situations ETF 6.4 105 -30 -0.7 -4.3
QQLV Invesco QQQ Low Volatility ETF 6.2 25 50 4.5 +0.8
VIS Vanguard Industrials ETF 6.2 9 66 3.9 +0.3
RSPN Invesco S&P 500 Equal Weight Industrials ETF 6.1 40 35 4.9 +1.2
FIDU Fidelity MSCI Industrial Index ETF 6.1 8 67 3.9 +0.3
EXI iShares Global Industrials ETF 6.1 42 33 3.7 +0.1
XLI Industrial Select Sector SPDR 6.1 8 67 3.9 +0.3
IBUY Amplify Online Retail ETF 6.1 65 10 2.5 -1.2
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 6.1 40 35 6.6 +2.9
CLOU Global X Cloud Computing ETF 6.0 68 7 2.0 -1.6
ETHO Etho Climate Leadership U.S. ETF 6.0 47 28 4.0 +0.4
GSIB Themes Global Systemically Important Banks ETF 6.0 35 40 8.0 +4.3
KBWB Invesco KBW Bank ETF 6.0 35 40 7.0 +3.3
TCAI Tortoise AI Infrastructure ETF 5.9 65 10 1.5 -2.2
EBIZ Global X E-Commerce ETF 5.9 50 25 5.1 +1.5
TMAT Main Thematic Innovation ETF 5.9 164 -89 -1.9 -5.6
THNR Amplify Weight Loss Drug & Treatment ETF 5.7 59 16 6.2 +2.6
BEEZ Honeytree U.S. Equity ETF 5.6 64 11 3.8 +0.1
VDC Vanguard Consumer Staples ETF 5.5 9 66 5.9 +2.3
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 5.5 8 67 5.9 +2.3
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 5.5 40 35 7.6 +4.0
XLP Consumer Staples Select Sector SPDR 5.5 8 67 6.1 +2.5
GXPS Global X PureCap MSCI Consumer Staples ETF 5.5 25 50 5.1 +1.5
KXI iShares Global Consumer Staples ETF 5.5 41 34 5.7 +2.0
SOCL Global X Social Media ETF 5.5 65 10 14.1 +10.5
IHE iShares U.S. Pharmaceuticals ETF 5.5 40 35 4.6 +0.9
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 5.5 20 55 6.2 +2.5
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 5.4 30 45 9.4 +5.8
QDIV Global X S&P 500 Quality Dividend ETF 5.4 20 55 7.9 +4.2
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 5.2 45 30 -1.5 -5.2
GCOW Pacer Global Cash Cows Dividend ETF 5.1 60 15 9.6 +6.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 5.1 58 17 5.2 +1.6
TINY ProShares Nanotechnology ETF 5.0 58 17 1.3 -2.4
XPH State Street SPDR S&P Pharmaceuticals ETF 5.0 35 40 -1.7 -5.3
FAB First Trust Multi Cap Value AlphaDEX Fund 5.0 67 8 8.9 +5.2
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 4.9 7 68 10.8 +7.2
VFLO VictoryShares Free Cash Flow ETF 4.9 39 36 6.7 +3.0
FITE State Street SPDR S&P Kensho Future Security ETF 4.7 45 30 1.0 -2.6
PPA Invesco Aerospace & Defense ETF 4.7 58 17 2.2 -1.5
SIXL ETC 6 Meridian Low Beta Equity ETF 4.7 80 -5 6.3 +2.6
ALRG Allspring LT Large Core ETF 4.7 28 47 3.5 -0.1
HUMN Roundhill Humanoid Robotics ETF 4.7 75 0 1.5 -2.2
RPV Invesco S&P 500 Pure Value ETF 4.6 35 40 8.9 +5.2
TINT ProShares Smart Materials ETF 4.6 58 17 5.8 +2.2
CBSE Clough Select Equity ETF 4.6 85 -10 0.4 -3.3
RUNN Running Oak Efficient Growth ETF 4.6 58 17 5.1 +1.5
FTXO First Trust Nasdaq Bank ETF 4.6 60 15 7.9 +4.2
WCEO Hypatia Women CEO ETF 4.5 85 -10 4.7 +1.0
FXO First Trust Financials AlphaDEX Fund 4.5 62 13 8.4 +4.7
FDL First Trust Morningstar Dividend Leaders Index Fund 4.5 45 30 9.4 +5.7
OCEN IQ Clean Oceans ETF 4.5 45 30 4.7 +1.0
XOEF iShares S&P 500 ex S&P 100 ETF 4.4 20 55 4.8 +1.1
HAP VanEck Natural Resources ETF 4.4 50 25 6.6 +3.0
XSW State Street SPDR S&P Software & Services ETF 4.4 35 40 2.5 -1.1
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 4.3 60 15 8.0 +4.4
QNXT iShares Nasdaq-100 ex Top 30 ETF 4.3 20 55 4.2 +0.5
SDG iShares MSCI Global Sustainable Development Goals ETF 4.3 49 26 4.8 +1.1
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 4.3 61 14 6.5 +2.9
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 4.2 52 23 5.1 +1.5
ONLN ProShares Online Retail ETF 4.2 58 17 1.5 -2.2
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 4.1 60 15 2.1 -1.5
XRT State Street SPDR S&P Retail ETF 4.0 35 40 8.1 +4.4
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 3.9 60 15 6.0 +2.4
KBE State Street SPDR S&P Bank ETF 3.9 35 40 8.9 +5.2
LYLD Cambria Large Cap Shareholder Yield ETF 3.9 59 16 8.1 +4.4
BPAY BlackRock Future Financial and Technology ETF 3.9 70 5 5.6 +2.0
MADE iShares U.S. Manufacturing ETF 3.9 40 35 3.8 +0.1
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 3.8 46 29 7.8 +4.2
GNR SPDR S&P Global Natural Resources ETF 3.8 40 35 8.3 +4.7
IGE iShares North American Natural Resources ETF 3.8 41 34 5.6 +1.9
NANR SPDR S&P North American Natural Resources ETF 3.8 35 40 6.2 +2.5
DVLU First Trust Dorsey Wright Momentum & Value ETF 3.8 60 15 6.4 +2.8
VOLT Tema Electrification ETF 3.8 75 0 2.6 -1.0
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 3.8 60 15 9.4 +5.7
PFI Invesco Dorsey Wright Financial Momentum ETF 3.8 60 15 5.0 +1.4
PSIL AdvisorShares Psychedelics ETF 3.7 99 -24 -1.2 -4.8
FMED Fidelity Disruptive Medicine ETF 3.6 50 25 -1.0 -4.7
CVAR Cultivar ETF 3.6 87 -12 7.0 +3.3
WSGE Warren Street Global Equity ETF 3.6 80 -5 2.9 -0.7
FDHT Fidelity Digital Health ETF 3.6 39 36 1.8 -1.9
DRNZ REX Drone ETF 3.5 65 10 -2.0 -5.6
MISL First Trust Indxx Aerospace & Defense ETF 3.5 60 15 2.0 -1.6
GVLU Gotham 1000 Value ETF 3.5 50 25 8.3 +4.7
OZEM Roundhill GLP-1 & Weight Loss ETF 3.5 59 16 6.0 +2.3
MAKX ProShares S&P Kensho Smart Factories ETF 3.5 58 17 1.0 -2.6
FDFF Fidelity Disruptive Finance ETF 3.5 50 25 5.5 +1.8
GLRY Inspire Faithward Mid Cap Momentum ETF 3.5 80 -5 4.2 +0.6
AKRE Akre Focus ETF 3.5 106 -31 4.8 +1.1
IYK iShares U.S. Consumer Staples ETF 3.5 40 35 6.3 +2.6
RBLD First Trust Alerian US NextGen Infrastructure ETF 3.5 65 10 4.2 +0.5
FPX First Trust US Equity Opportunities ETF 3.5 61 14 0.9 -2.8
KCE State Street SPDR S&P Capital Markets ETF 3.4 35 40 6.1 +2.4
FLOW Global X U.S. Cash Flow Kings 100 ETF 3.4 25 50 10.6 +7.0
SPDV AAM S&P 500 High Dividend Value ETF 3.4 29 46 11.1 +7.4
DRLL Strive U.S. Energy ETF 3.4 41 34 7.0 +3.4
RSPG Invesco S&P 500 Equal Weight Energy ETF 3.4 40 35 8.0 +4.4
VDE Vanguard Energy ETF 3.4 9 66 6.3 +2.7
FXN First Trust Energy AlphaDEX Fund 3.4 62 13 10.1 +6.4
FTXN First Trust Nasdaq Oil & Gas ETF 3.4 60 15 8.1 +4.5
XLE Energy Select Sector SPDR 3.4 8 67 6.4 +2.8
IYE iShares U.S. Energy ETF 3.4 40 35 6.2 +2.6
FENY Fidelity MSCI Energy Index ETF 3.4 8 67 6.4 +2.7
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF 3.4 35 40 9.2 +5.5
GXPE Global X PureCap MSCI Energy ETF 3.4 25 50 6.1 +2.5
IXC iShares Global Energy ETF 3.4 44 31 7.0 +3.3
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 3.4 55 20 4.8 +1.2
ADIV SmartETFs Asia Pacific Dividend Builder ETF 3.3 78 -3 9.5 +5.8
ROBO ROBO Global Robotics & Automation Index ETF 3.3 95 -20 2.4 -1.3
KNO AXS Knowledge Leaders ETF 3.3 78 -3 4.0 +0.3
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 3.3 75 0 6.5 +2.9
CNRG State Street SPDR S&P Kensho Clean Power ETF 3.2 45 30 0.1 -3.6
IYZ iShares U.S. Telecommunications ETF 3.2 40 35 5.9 +2.3
XTL State Street SPDR S&P Telecom ETF 3.2 35 40 1.8 -1.9
BIBL Inspire 100 ETF 3.0 35 40 4.2 +0.6
ITA iShares U.S. Aerospace & Defense ETF 3.0 40 35 1.8 -1.9
NATO Themes Transatlantic Defense ETF 3.0 35 40 2.1 -1.5
XAR State Street SPDR S&P Aerospace & Defense ETF 3.0 35 40 2.1 -1.5
LSAF LeaderShares AlphaFactor US Core Equity ETF 2.9 75 0 6.0 +2.4
BITQ Bitwise Crypto Industry Innovators ETF 2.9 85 -10 -2.2 -5.8
SYLD Cambria Shareholder Yield ETF 2.9 59 16 10.3 +6.6
SRHQ SRH U.S. Quality ETF 2.8 35 40 6.2 +2.5
POW VistaShares Electrification Supercycle ETF 2.8 75 0 2.3 -1.3
CWS AdvisorShares Focused Equity ETF 2.8 84 -9 5.2 +1.5
WGMI Valkyrie Bitcoin Miners ETF 2.7 75 0 -3.2 -6.9
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 2.7 40 35 5.4 +1.8
ETEC iShares Breakthrough Environmental Solutions ETF 2.6 47 28 3.4 -0.2
FDIG Fidelity Crypto Industry and Digital Payments ETF 2.6 39 36 -1.2 -4.9
TPHE Timothy Plan High Dividend Stock Enhanced ETF 2.6 54 21 6.1 +2.4
EIPI FT Energy Income Partners Enhanced Income ETF 2.6 110 -35 5.7 +2.0
FXD First Trust Consumer Discretionary AlphaDEX Fund 2.6 61 14 8.6 +4.9
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 2.6 40 35 4.3 +0.6
SNSR Global X Internet of Things ETF 2.5 68 7 3.3 -0.4
PEY Invesco High Yield Equity Dividend Achievers ETF 2.5 52 23 9.0 +5.3
EIPX FT Energy Income Partners Strategy ETF 2.5 95 -20 6.0 +2.4
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 2.5 41 34 4.6 +1.0
JETS U.S. Global Jets ETF 2.5 60 15 2.7 -1.0
FXG First Trust Consumer Staples AlphaDEX Fund 2.5 63 12 9.2 +5.5
XBI State Street SPDR S&P Biotech ETF 2.5 35 40 -1.3 -5.0
COWS Amplify Cash Flow Dividend Leaders ETF 2.4 19 56 7.4 +3.7
AWAY ETFMG Travel Tech ETF 2.3 76 -1 1.2 -2.5
BUL Pacer US Cash Cows Growth ETF 2.3 60 15 3.5 -0.1
MVPA Miller Value Partners Appreciation ETF 2.3 60 15 10.0 +6.4
HELX Franklin Genomic Advancements ETF 2.3 50 25 -1.2 -4.9
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.3 60 15 1.6 -2.1
ROKT State Street SPDR S&P Kensho Final Frontiers ETF 2.3 45 30 0.9 -2.8
POWR iShares U.S. Power Infrastructure ETF 2.2 40 35 4.5 +0.8
HTEC ROBO Global Healthcare Technology and Innovation ETF 2.2 68 7 1.9 -1.8
MDEV First Trust Indxx Medical Devices ETF 2.2 70 5 4.8 +1.1
ABEQ Absolute Select Value ETF 2.2 85 -10 4.6 +0.9
BLES Inspire Global Hope ETF 2.2 61 14 5.9 +2.2
WBIY WBI Power Factor High Dividend ETF 2.2 100 -25 12.6 +8.9
GNOM Global X Genomics & Biotechnology ETF 2.2 50 25 -1.9 -5.5
SMOG VanEck Low Carbon Energy ETF 2.2 61 14 1.4 -2.3
PKW Invesco Buyback Achievers ETF 2.1 62 13 7.3 +3.6
FLDZ RiverNorth Patriot ETF 2.1 75 0 6.4 +2.8
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 2.1 60 15 0.9 -2.7
FDRV Fidelity Electric Vehicles and Future Transportation ETF 2.1 39 36 1.2 -2.4
BATT Amplify Lithium & Battery Technology ETF 2.1 59 16 2.1 -1.6
ABLD Abacus FCF Real Assets Leaders ETF 2.1 69 6 6.8 +3.2
NVIR Horizon Kinetics Energy and Remediation ETF 2.0 85 -10 5.4 +1.7
SPRX Spear Alpha ETF 2.0 75 0 -0.8 -4.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 1.9 39 36 9.9 +6.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.9 47 28 5.3 +1.6
HOMZ Hoya Capital Housing ETF 1.9 30 45 11.5 +7.9
DIV Global X SuperDividend US ETF 1.8 45 30 9.9 +6.2
WCLD WisdomTree Cloud Computing Fund 1.8 45 30 1.1 -2.6
ZIG Acquirers Fund 1.8 84 -9 22.3 +18.6
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 1.7 79 -4 3.8 +0.1
UFO Procure Space ETF 1.7 75 0 0.1 -3.6
PUI Invesco Dorsey Wright Utilities Momentum ETF 1.7 60 15 5.1 +1.5
FAN First Trust Global Wind Energy ETF 1.6 60 15 3.2 -0.5
VCLN Virtus Duff & Phelps Clean Energy ETF 1.6 59 16 2.8 -0.9
FTXR First Trust Nasdaq Transportation ETF 1.6 60 15 7.4 +3.7
CGRO CoreValues Alpha Greater China Growth ETF 1.6 75 0 7.9 +4.2
BCOR Grayscale Bitcoin Adopters ETF 1.6 59 16 1.7 -2.0
EV Mast Global Battery Recycling & Production ETF 1.6 65 10 6.4 +2.8
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 1.6 58 17 -2.0 -5.6
LIT Global X Lithium & Battery Tech ETF 1.6 75 0 5.8 +2.2
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 1.6 72 3 2.8 -0.9
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 1.6 45 30 4.8 +1.2
ACES ALPS Clean Energy ETF 1.6 55 20 -3.1 -6.8
IDRV iShares Self-driving EV & Tech ETF 1.6 47 28 1.7 -2.0
SHLD Global X Defense Tech ETF 1.6 50 25 3.4 -0.2
IFRA iShares U.S. Infrastructure ETF 1.6 30 45 6.1 +2.5
FMTM MarketDesk Focused U.S. Momentum ETF 1.5 45 30 4.9 +1.3
ARKG ARK Genomic Revolution ETF 1.5 75 0 -1.0 -4.6
PBJ Invesco Food & Beverage ETF 1.5 57 18 8.6 +5.0
FTXG First Trust Nasdaq Food & Beverage ETF 1.5 60 15 8.2 +4.5
FBT First Trust NYSE Arca Biotechnology Index Fund 1.4 56 19 2.0 -1.6
IBB iShares Biotechnology ETF 1.4 45 30 -0.5 -4.1
BBP Virtus LifeSci Biotech Products ETF 1.4 79 -4 -3.4 -7.0
BBH VanEck Biotech ETF 1.4 35 40 4.4 +0.7
IBBQ Invesco Nasdaq Biotechnology ETF 1.4 19 56 0.3 -3.4
PBE Invesco Biotechnology & Genome ETF 1.4 58 17 1.7 -2.0
LOUP Innovator Deepwater Frontier Tech ETF 1.4 70 5 1.0 -2.7
HYP Golden Eagle Dynamic Hypergrowth ETF 1.4 85 -10 -0.8 -4.4
BOUT Innovator IBD Breakout Opportunities ETF 1.3 81 -6 3.3 -0.4
PXI Invesco Dorsey Wright Energy Momentum ETF 1.3 60 15 4.9 +1.3
IHI iShares U.S. Medical Devices ETF 1.3 40 35 5.1 +1.4
XHE State Street SPDR S&P Health Care Equipment ETF 1.3 35 40 3.6 -0.1
COPY Tweedy, Browne Insider + Value ETF 1.3 80 -5 14.7 +11.1
BULD Pacer BlueStar Engineering the Future ETF 1.3 60 15 0.2 -3.5
DGLO First Trust RBA Deglobalization ETF 1.3 70 5 5.6 +2.0
PRNT 3D Printing ETF 1.3 66 9 1.1 -2.5
PAWZ ProShares Pet Care ETF 1.2 50 25 4.6 +0.9
IDNA iShares Genomics Immunology and Healthcare ETF 1.2 47 28 -0.3 -4.0
WDIV SPDR S&P Global Dividend ETF 1.2 40 35 9.2 +5.5
SAGP Strategas Global Policy Opportunities ETF 1.2 65 10 5.1 +1.4
PBW Invesco WilderHill Clean Energy ETF 1.2 66 9 -3.4 -7.1
ZAP Global X U.S. Electrification ETF 1.2 50 25 3.7 +0.1
BNGE First Trust S-Network Streaming and Gaming ETF 1.2 70 5 3.2 -0.4
JEDI Defiance Drone and Modern Warfare ETF 1.2 69 6 1.4 -2.2
BJK VanEck Gaming ETF 1.1 65 10 4.7 +1.0
PKB Invesco Building & Construction ETF 1.1 62 13 4.3 +0.7
ITB iShares U.S. Home Construction ETF 1.1 40 35 13.6 +9.9
XHB State Street SPDR S&P Homebuilders ETF 1.1 35 40 12.3 +8.7
CCSO Carbon Collective Climate Solutions US Equity ETF 1.1 35 40 1.1 -2.6
FRNW Fidelity Clean Energy ETF 1.1 39 36 2.2 -1.5
NUKZ Range Nuclear Renaissance Index ETF 1.1 85 -10 1.7 -2.0
TNUK Tortoise Nuclear Renaissance ETF 1.1 75 0 1.0 -2.6
CSD Invesco S&P Spin-Off ETF 1.1 65 10 4.0 +0.3
TPHD Timothy Plan High Dividend Stock ETF 1.1 52 23 6.4 +2.7
IHF iShares U.S. Healthcare Providers ETF 1.0 40 35 6.9 +3.2
XHS State Street SPDR S&P Health Care Services ETF 1.0 35 40 3.3 -0.4
QVAL Alpha Architect US Quantitative Value ETF 1.0 39 36 9.2 +5.6
TOGA Tremblant Global ETF 1.0 69 6 -0.1 -3.8
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.0 39 36 1.2 -2.4
HWAY Themes US Infrastructure ETF 1.0 29 46 4.7 +1.1
FDLS Inspire Fidelis Multi Factor ETF 1.0 76 -1 3.2 -0.5
FTDS First Trust Dividend Strength ETF 0.9 70 5 7.2 +3.5
IMCB iShares Morningstar Mid-Cap ETF 0.9 4 71 5.2 +1.6
FEOE First Eagle Overseas Equity ETF 0.8 79 -4 6.2 +2.6
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.8 20 55 9.1 +5.5
LBO WHITEWOLF Publicly Listed Private Equity ETF 0.8 70 5 9.4 +5.8
VAMO Cambria Value & Momentum ETF 0.8 61 14 5.5 +1.8
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.8 75 0 1.7 -1.9
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 0.8 11 64 7.6 +3.9
VOT Vanguard Mid-Cap Growth ETF 0.8 7 68 3.2 -0.5
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 0.8 40 35 8.5 +4.9
VNQ Vanguard Real Estate ETF 0.8 13 62 7.4 +3.8
DESK VanEck Office and Commercial REIT ETF 0.8 50 25 15.1 +11.4
AVRE Avantis Real Estate ETF 0.8 17 58 7.4 +3.8
XLRE Real Estate Select Sector SPDR 0.8 8 67 7.9 +4.2
IYR iShares U.S. Real Estate ETF 0.8 40 35 7.6 +3.9
REET iShares Global REIT ETF 0.8 14 61 7.5 +3.9
FPRO Fidelity Real Estate Investment ETF 0.8 59 16 6.7 +3.1
RWO SPDR Dow Jones Global Real Estate ETF 0.8 50 25 6.8 +3.2
FREL Fidelity MSCI Real Estate Index ETF 0.8 8 67 7.7 +4.0
SCHH Schwab U.S. REIT ETF 0.8 7 68 7.9 +4.2
FRI First Trust S&P REIT Index Fund 0.8 50 25 7.0 +3.3
NETL NETLease Corporate Real Estate ETF 0.8 60 15 8.4 +4.7
USRT iShares Core U.S. REIT ETF 0.8 8 67 7.5 +3.8
ERET iShares Environmentally Aware Real Estate ETF 0.8 30 45 7.4 +3.8
ICF iShares Cohen & Steers REIT ETF 0.8 33 42 7.9 +4.3
RDOG ALPS REIT Dividend Dogs ETF 0.8 35 40 13.0 +9.3
DFAR Dimensional US Real Estate ETF 0.8 19 56 7.8 +4.2
VRAI Virtus Real Asset Income ETF 0.8 55 20 8.7 +5.0
RWR State Street SPDR Dow Jones REIT ETF 0.8 25 50 7.2 +3.5
DFGR Dimensional Global Real Estate ETF 0.8 22 53 7.6 +4.0
IMCG iShares Morningstar Mid-Cap Growth ETF 0.7 6 69 3.4 -0.3
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.7 56 19 10.0 +6.4
PPTY US Diversified Real Estate ETF 0.7 53 22 8.1 +4.4
SRVR Pacer Data & Infrastructure Real Estate ETF 0.7 55 20 4.7 +1.1
AESR Anfield U.S. Equity Sector Rotation ETF 0.7 108 -33 2.9 -0.8
DIHP Dimensional International High Profitability ETF 0.6 29 46 5.9 +2.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.6 30 45 6.4 +2.7
DXIV Dimensional International Vector Equity ETF 0.6 34 41 6.7 +3.0
PTH Invesco Dorsey Wright Healthcare Momentum ETF 0.6 60 15 -1.2 -4.9
IBAT iShares Energy Storage & Materials ETF 0.6 47 28 1.6 -2.1
PAVE Global X U.S. Infrastructure Development ETF 0.6 47 28 4.6 +0.9
DAT ProShares Big Data Refiners ETF 0.6 58 17 2.7 -1.0
GII SPDR S&P Global Infrastructure ETF 0.6 40 35 4.7 +1.0
FXU First Trust Utilities AlphaDEX Fund 0.6 64 11 6.0 +2.3
FPWR First Trust EIP Power Solutions ETF 0.6 96 -21 4.9 +1.2
IDU iShares U.S. Utilities ETF 0.6 40 35 5.0 +1.4
XLU Utilities Select Sector SPDR 0.6 8 67 5.5 +1.9
FUTY Fidelity MSCI Utilities Index ETF 0.6 8 67 5.6 +1.9
EMLP First Trust North American Energy Infrastructure Fund 0.6 95 -20 5.0 +1.3
VPU Vanguard Utilities ETF 0.6 9 66 5.6 +2.0
JXI iShares Global Utilities ETF 0.6 43 32 5.7 +2.1
RSPU Invesco S&P 500 Equal Weight Utilities ETF 0.6 40 35 5.8 +2.2
IGF iShares Global Infrastructure ETF 0.6 41 34 4.6 +1.0
UTES Virtus Reaves Utilities ETF 0.6 49 26 4.4 +0.7
VO Vanguard Mid-Cap ETF 0.5 4 71 21.5 +17.9
IWS iShares Russell Mid-Cap Value ETF 0.5 23 52 6.1 +2.5
IYT iShares US Transportation ETF 0.5 40 35 4.9 +1.3
XTN State Street SPDR S&P Transportation ETF 0.5 35 40 3.7 +0.1
FFTY Innovator IBD 50 ETF 0.5 80 -5 0.1 -3.6
IMCV iShares Morningstar Mid-Cap Value ETF 0.5 6 69 7.1 +3.4
KBWR Invesco KBW Regional Banking ETF 0.5 35 40 8.5 +4.9
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.5 20 55 7.7 +4.0
KBWP Invesco KBW Property & Casualty Insurance ETF 0.5 35 40 7.5 +3.8
KIE State Street SPDR S&P Insurance ETF 0.5 35 40 6.9 +3.2
IAK iShares U.S. Insurance ETF 0.5 40 35 7.1 +3.4
COPX Global X Copper Miners ETF 0.5 65 10 4.1 +0.5
SETM Sprott Energy Transition Materials ETF 0.5 65 10 2.0 -1.6
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 0.5 60 15 4.7 +1.0
XME State Street SPDR S&P Metals & Mining ETF 0.5 35 40 5.9 +2.3
MEM Matthews Emerging Markets Equity Active ETF 0.5 79 -4 8.6 +4.9
PICK iShares MSCI Global Metals & Mining Producers ETF 0.5 39 36 8.3 +4.7
RSPM Invesco S&P 500 Equal Weight Materials ETF 0.5 40 35 6.0 +2.3
ICOP iShares Copper and Metals Mining ETF 0.5 47 28 5.4 +1.8
FXZ First Trust Materials AlphaDEX Fund 0.5 61 14 7.1 +3.4
COPA Themes Copper Miners ETF 0.5 35 40 2.9 -0.8
ECML Euclidean Fundamental Value ETF 0.5 95 -20 8.8 +5.2
XLB Materials Select Sector SPDR 0.5 8 67 5.8 +2.2
MXI iShares Global Materials ETF 0.5 41 34 6.1 +2.5
IYM iShares U.S. Basic Materials ETF 0.5 40 35 4.6 +1.0
FMAT Fidelity MSCI Materials Index ETF 0.5 8 67 5.4 +1.8
AGMI Themes Silver Miners ETF 0.5 35 40 4.1 +0.4
VAW Vanguard Materials ETF 0.5 9 66 5.4 +1.8
GMET VanEck Green Metals ETF 0.5 63 12 0.8 -2.8
GQRE FlexShares Global Quality Real Estate Index Fund 0.5 45 30 8.0 +4.4
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 0.4 65 10 0.3 -3.3
HEAL Global X HealthTech ETF 0.4 50 25 -1.4 -5.1
IWR iShares Russell Midcap ETF 0.4 19 56 5.5 +1.8
DFSI Dimensional International Sustainability Core 1 ETF 0.4 24 51 5.7 +2.1
VIDI Vident International Equity Strategy ETF 0.3 61 14 8.2 +4.6
FNDA Schwab Fundamental US Small Co. Index ETF 0.3 25 50 6.3 +2.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.3 24 51 7.5 +3.8
FINX Global X FinTech ETF 0.2 68 7 3.2 -0.5
DFIC Dimensional International Core Equity 2 ETF 0.2 23 52 6.3 +2.7
ARB AltShares Merger Arbitrage ETF 0.2 77 -2 2.7 -1.0
CCNR ALPS CoreCommodity Natural Resources ETF 0.2 39 36 8.4 +4.8
FMDE Fidelity Enhanced Mid Cap ETF 0.2 23 52 5.4 +1.7
APIE ActivePassive International Equity ETF 0.2 45 30 6.4 +2.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 36 2.2 -1.4
IJR iShares Core S&P Small Cap ETF 0.0 6 69 6.5 +2.8
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.0 10 65 3.8 +0.1
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.0 15 60 9.2 +5.5
VIOO Vanguard S&P Small-Cap 600 ETF 0.0 7 68 6.3 +2.7
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.0 3 72 6.5 +2.9
VXF Vanguard Extended Market ETF 0.0 5 70 3.8 +0.2
IJT iShares S&P Small-Cap 600 Growth ETF 0.0 18 57 3.8 +0.1
IJS iShares S&P Small-Cap 600 Value ETF 0.0 18 57 9.1 +5.4
WSML iShares MSCI World Small-Cap ETF 0.0 15 60 5.5 +1.8
VBR Vanguard Small Cap Value ETF 0.0 7 68 8.1 +4.5
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.0 10 65 9.1 +5.5
VB Vanguard Small-Cap ETF 0.0 5 70 5.4 +1.7
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 0.0 15 60 3.8 +0.2
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 10 0.0 -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

  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:
Optimized Equity Income 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 21.0 %
Divided by: Fwd. P/BV 4.8 x
Less: Expense ratio 75 bp
Equals: ALTAR Score 3.7 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

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

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

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

 

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