Optimized Equity Income ETF
ALTAR
Score™
3.6% info Recommen-
dation
UNDERWEIGHT
2025E    2026E
P/E
ratio
25.4x P/Sales
ratio
4.3x
P/BV
ratio
5.0x Div.
yield
1.2%


  • 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) $36
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 80
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 7.7 %
APPLE INC 6.5 %
CASH & OTHER 5.5 %
MICROSOFT CORP 5.2 %
AMAZON.COM INC 3.6 %
ALPHABET INC. CLASS A 3.0 %
BROADCOM INC. 2.6 %
META PLATFORMS INC 2.5 %
ALPHABET INC. CLASS C 2.4 %
EXXON MOBIL CORP 2.1 %
Total 41.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 91.7 %
IRELAND 1.0 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
0.9% -- -- -- 5.0%

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

Technical Indicators
Recent close $24.66
30d moving avg. $24.99
Annualized volatility 0.0%
Short interest (ETF) 1.9%
Relative strength (RSI) 38

Liquidity measures
Avg. volume (thou.) 8
Turnover 0.6%
Bid/Ask (% of price) 0.25%
ADV underlying (mns) $0

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 992 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™: 3.6%


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
(%)
OEF iShares S&P 100 ETF 73.5 20 55 4.2 +0.6
IWL iShares Russell Top 200 ETF 73.2 15 60 4.3 +0.7
INRO iShares U.S. Industry Rotation Active ETF 70.1 42 33 4.0 +0.4
VV Vanguard Large-Cap ETF 68.7 4 71 4.5 +0.9
SPYM State Street SPDR Portfolio S&P 500 ETF 68.4 2 73 4.6 +1.0
VOO Vanguard S&P 500 ETF 68.4 3 72 4.6 +1.0
IVV iShares Core S&P 500 ETF 68.4 3 72 4.6 +1.0
SPY SPDR S&P 500 ETF 68.4 9 66 4.5 +1.0
XLG Invesco S&P 500 Top 50 ETF 68.2 20 55 3.9 +0.3
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 67.6 20 55 4.4 +0.8
ADME Aptus Drawdown Managed Equity ETF 67.6 79 -4 3.7 +0.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 67.6 7 68 4.5 +0.9
STRV Strive 500 ETF 67.4 5 70 4.5 +0.9
GXLC Global X U.S. 500 ETF 67.4 2 73 4.5 +0.9
ILCB iShares Morningstar U.S. Equity ETF 67.1 3 72 4.5 +0.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 67.1 2 73 4.6 +1.0
SPXE ProShares S&P 500 Ex-Energy ETF 67.1 9 66 4.5 +0.9
CHRI Global X S&P 500 Christian Values ETF 66.8 29 46 4.3 +0.8
VOTE TCW Transform 500 ETF 66.7 5 70 4.5 +0.9
BKLC BNY Mellon US Large Cap Core Equity ETF 66.6 0 75 4.5 +1.0
RAUS RACWI US ETF 66.4 15 60 4.6 +1.0
TOV JLens 500 Jewish Advocacy U.S. ETF 66.3 18 57 4.3 +0.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 65.3 20 55 4.6 +1.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 65.2 30 45 4.2 +0.6
XVV iShares ESG Screened S&P 500 ETF 65.2 8 67 4.5 +1.0
PBUS Invesco MSCI USA ETF 65.0 4 71 4.6 +1.0
SCHX Schwab U.S. Large-Cap ETF 64.3 3 72 4.7 +1.1
KLMN Invesco MSCI North America Climate ETF 64.1 9 66 4.7 +1.1
SPXV ProShares S&P 500 Ex-Health Care ETF 63.8 9 66 4.3 +0.7
IYY iShares Dow Jones U.S. ETF 63.7 20 55 4.5 +0.9
IWB iShares Russell 1000 ETF 63.7 15 60 4.5 +1.0
VONE Vanguard Russell 1000 ETF 63.6 7 68 4.6 +1.0
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 63.4 3 72 4.8 +1.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 63.2 11 64 4.5 +0.9
RVRB Reverb ETF 63.1 30 45 4.0 +0.4
FELC Fidelity Enhanced Large Cap Core ETF 63.1 18 57 4.8 +1.2
CATH Global X S&P 500 Catholic Values Custom ETF 63.1 29 46 4.4 +0.8
SPXN ProShares S&P 500 Ex-Financials ETF 63.0 9 66 4.4 +0.8
DFUS Dimensional U.S. Equity ETF 62.9 9 66 4.5 +0.9
MODL VictoryShares WestEnd U.S. Sector ETF 62.8 42 33 4.4 +0.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 62.8 75 0 3.5 -0.1
ENHU iShares Enhanced Large Cap Core Active ETF 62.6 22 53 4.5 +0.9
SCHK Schwab 1000 Index ETF 62.5 5 70 4.6 +1.1
STOX Horizon Core Equity ETF 62.2 70 5 3.9 +0.4
SFTY Horizon Managed Risk ETF 62.1 77 -2 3.8 +0.2
STXG Strive 1000 Growth ETF 61.7 18 57 3.6 -0.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 61.4 14 61 4.5 +1.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 61.4 10 65 4.7 +1.1
ESGU iShares ESG Aware MSCI USA ETF 61.2 15 60 4.6 +1.0
THRO iShares U.S. Thematic Rotation Active ETF 61.2 90 -15 3.5 -0.0
APUE ActivePassive U.S. Equity ETF 61.0 45 30 4.3 +0.7
USCL iShares Climate Conscious & Transition MSCI USA ETF 60.9 8 67 4.7 +1.2
VTI Vanguard Total Stock Market ETF 60.9 3 72 4.5 +0.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 60.9 3 72 4.5 +0.9
IWV iShares Russell 3000 ETF 60.9 20 55 4.4 +0.8
EPS WisdomTree U.S. LargeCap Fund 60.5 8 67 5.2 +1.6
VTHR Vanguard Russell 3000 ETF 60.4 7 68 4.5 +0.9
ESGV Vanguard ESG U.S. Stock ETF 60.3 9 66 4.6 +1.0
SCHB Schwab U.S. Broad Market ETF 60.3 3 72 4.6 +1.0
VOOG Vanguard S&P 500 Growth ETF 60.2 7 68 3.4 -0.2
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 60.2 4 71 3.4 -0.2
IVW iShares S&P 500 Growth ETF 60.2 18 57 3.3 -0.3
QVML Invesco S&P 500 QVM Multi-factor ETF 60.1 11 64 4.7 +1.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 60.1 32 43 4.4 +0.8
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 59.9 12 63 3.9 +0.3
GQQQ Astoria US Quality Growth Kings ETF 59.8 35 40 3.8 +0.2
TOPC iShares S&P 500 3% Capped ETF 59.8 15 60 4.7 +1.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 59.8 7 68 4.7 +1.2
GSPY Gotham Enhanced 500 ETF 59.7 50 25 4.8 +1.3
LRGF iShares U.S. Equity Factor ETF 59.3 8 67 5.0 +1.5
SFY SoFi Select 500 ETF 59.1 0 75 4.2 +0.6
IUSG iShares Core S&P U.S. Growth ETF 58.9 4 71 3.5 -0.1
ILCV iShares Morningstar Value ETF 58.7 4 71 5.7 +2.1
FLQL Franklin LibertyQ U.S. Equity ETF 58.6 15 60 4.9 +1.4
DSPY Tema S&P 500 Historical Weight ETF 58.4 18 57 4.8 +1.2
DFAU Dimensional US Core Equity Market ETF 57.7 12 63 4.7 +1.1
OALC OneAscent Large Cap Core ETF 57.7 86 -11 3.9 +0.3
CVLC Calvert US Large-Cap Core Responsible Index ETF 57.1 15 60 4.7 +1.1
LCDS JPMorgan Fundamental Data Science Large Core ETF 56.8 30 45 4.4 +0.9
DGRW WisdomTree US Quality Dividend Growth Fund 56.6 28 47 5.3 +1.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 56.2 9 66 4.7 +1.1
IWY iShares Russell Top 200 Growth ETF 56.2 20 55 3.9 +0.3
SNPE Xtrackers S&P 500 ESG ETF 55.2 10 65 4.7 +1.1
IWF iShares Russell 1000 Growth ETF 55.0 19 56 3.7 +0.1
VONG Vanguard Russell 1000 Growth ETF 55.0 7 68 3.9 +0.3
IOO iShares Global 100 ETF 54.7 41 34 4.3 +0.7
FVAL Fidelity Value Factor ETF 54.7 15 60 6.4 +2.9
HDUS Hartford Disciplined US Equity ETF 54.1 19 56 5.1 +1.6
AIEQ AI Powered Equity ETF 54.0 75 0 4.1 +0.5
FDRR Fidelity Dividend ETF for Rising Rates 53.8 15 60 6.2 +2.7
LGDX Intech S&P Large Cap Diversified Alpha ETF 53.8 25 50 4.5 +0.9
GGUS Marketbeta Russell 1000 Growth Equity ETF 53.6 12 63 3.7 +0.1
QLC FlexShares US Quality Large Cap Index Fund 53.4 25 50 5.0 +1.4
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 53.3 15 60 4.6 +1.0
GLBL Pacer MSCI World Industry Advantage ETF 53.3 65 10 3.9 +0.3
USMC Principal U.S. Mega-Cap ETF 53.1 12 63 3.9 +0.3
VSLU Applied Finance Valuation Large Cap ETF 53.0 49 26 5.1 +1.5
FQAL Fidelity Quality Factor ETF 52.6 15 60 5.1 +1.5
VUG Vanguard Growth ETF 52.5 4 71 3.7 +0.1
DLN WisdomTree U.S. LargeCap Dividend Fund 52.3 28 47 5.7 +2.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 52.3 29 46 4.3 +0.7
NACP Impact Shares NAACP Minority Empowerment ETF 52.3 49 26 4.3 +0.7
AVUS Avantis U.S. Equity ETF 52.3 15 60 5.2 +1.6
KOKU Xtrackers MSCI Kokusai Equity ETF 51.7 9 66 4.8 +1.2
TOPT iShares Top 20 U.S. Stocks ETF 51.7 20 55 3.5 -0.0
AVUQ Avantis U.S. Quality ETF 51.4 15 60 3.9 +0.3
FELG Fidelity Enhanced Large Cap Growth ETF 51.4 18 57 3.6 +0.0
EQWL Invesco S&P 100 Equal Weight ETF 51.4 25 50 5.8 +2.2
TMFC Motley Fool 100 Index ETF 51.3 50 25 3.3 -0.3
PRXG Praxis Impact Large Cap Growth ETF 51.1 36 39 3.5 -0.1
HAPI Harbor Human Capital Factor US Large Cap ETF 51.1 36 39 4.4 +0.9
ILCG iShares Morningstar Growth ETF 51.1 4 71 3.4 -0.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 50.9 19 56 5.4 +1.8
MGK Vanguard Mega Cap Growth ETF 50.8 7 68 3.7 +0.1
TOK iShares MSCI Kokusai ETF 50.7 26 49 4.6 +1.1
FDMO Fidelity Momentum Factor ETF 50.4 15 60 2.7 -0.8
DFSU Dimensional US Sustainability Core 1 ETF 50.3 18 57 5.0 +1.5
QUS State Street SPDR MSCI USA StrategicFactors ETF 50.3 15 60 5.3 +1.7
SCHG Schwab U.S. Large-Cap Growth ETF 50.3 4 71 3.6 +0.1
AVSU Avantis Responsible U.S. Equity ETF 50.0 15 60 5.5 +1.9
JGRO JPMorgan Active Growth ETF 50.0 44 31 2.6 -1.0
FDLO Fidelity Low Volatility Factor ETF 50.0 15 60 5.0 +1.5
SGLC SGI U.S. Large Cap Core ETF 49.8 85 -10 4.1 +0.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 49.8 45 30 4.0 +0.4
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 49.7 10 65 4.1 +0.5
SFYF SoFi Social 50 ETF 49.6 29 46 0.9 -2.6
KRMA Global X Conscious Companies ETF 49.3 43 32 5.7 +2.1
ACVF American Conservative Values ETF 49.3 75 0 4.1 +0.5
DTD WisdomTree U.S. Total Dividend Fund 49.2 28 47 6.0 +2.4
IWX iShares Russell Top 200 Value ETF 48.9 20 55 5.4 +1.9
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 48.9 25 50 5.3 +1.8
SPXT ProShares S&P 500 Ex-Technology ETF 48.9 9 66 5.0 +1.5
RND First Trust Bloomberg R&D Leaders ETF 48.7 60 15 2.8 -0.8
DCOR Dimensional US Core Equity 1 ETF 48.7 14 61 5.0 +1.4
CGUS Capital Group Core Equity ETF 48.6 33 42 3.9 +0.3
QQQ Invesco QQQ Trust Series I 48.3 20 55 3.7 +0.1
QQQM Invesco NASDAQ 100 ETF 48.3 15 60 3.7 +0.2
QTOP iShares Nasdaq Top 30 Stocks ETF 48.3 20 55 3.2 -0.4
XMAG Defiance Large Cap ex-Mag 7 ETF 48.2 35 40 4.7 +1.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 48.2 10 65 4.1 +0.5
JHML John Hancock Multifactor Large Cap ETF 48.1 29 46 4.9 +1.3
QGRW WisdomTree U.S. Quality Growth Fund 47.9 28 47 3.2 -0.4
URTH iShares MSCI World ETF 47.8 24 51 4.7 +1.1
LVDS JPMorgan Fundamental Data Science Large Value ETF 47.4 49 26 5.3 +1.8
NANC Unusual Whales Subversive Democratic Trading ETF 47.4 75 0 3.3 -0.3
DFVX Dimensional US Large Cap Vector ETF 47.2 22 53 5.6 +2.0
SPMV Invesco S&P 500 Minimum Variance ETF 47.1 10 65 5.1 +1.5
IUS Invesco RAFI Strategic US ETF 46.9 19 56 6.1 +2.5
ONEQ Fidelity Nasdaq Composite Index ETF 46.9 21 54 3.3 -0.3
RAYD Rayliant Quantitative Developed Market Equity ETF 46.8 80 -5 3.9 +0.4
QQMG Invesco ESG NASDAQ 100 ETF 46.5 20 55 3.7 +0.1
PFM Invesco Dividend Achievers ETF 46.5 53 22 4.9 +1.3
SUSL iShares ESG MSCI USA Leaders ETF 46.2 10 65 4.6 +1.0
GQI Natixis Gateway Quality Income ETF 45.9 34 41 4.7 +1.1
QUAL iShares MSCI USA Quality Factor ETF 45.8 15 60 4.8 +1.2
LRGC AB US Large Cap Strategic Equities ETF 45.5 48 27 4.2 +0.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 45.4 9 66 4.7 +1.2
KLMT Invesco MSCI Global Climate 500 ETF 45.3 10 65 5.4 +1.8
VOOV Vanguard S&P 500 Value ETF 45.0 7 68 5.9 +2.3
SPYV State Street SPDR Portfolio S&P 500 Value ETF 45.0 4 71 5.9 +2.4
IVE iShares S&P 500 Value ETF 45.0 18 57 5.8 +2.2
FSST Fidelity Sustainable U.S. Equity ETF 44.9 59 16 3.3 -0.3
SUSA iShares MSCI USA ESG Select ETF 44.9 25 50 4.4 +0.8
PRF Invesco FTSE RAFI US 1000 ETF 44.8 34 41 6.1 +2.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 44.8 10 65 4.6 +1.0
FNDX Schwab Fundamental US Large Co. Index ETF 44.7 25 50 6.7 +3.1
FFLC Fidelity Fundamental Large Cap Core ETF 44.7 38 37 4.2 +0.6
FLRG Fidelity U.S. Multifactor ETF 44.5 15 60 6.2 +2.6
DFAC Dimensional U.S. Core Equity 2 ETF 44.5 17 58 5.1 +1.5
AQLT iShares MSCI Global Quality Factor ETF 44.3 18 57 0.0 -3.6
FBCG Fidelity Blue Chip Growth ETF 44.3 59 16 2.5 -1.1
QLV FlexShares US Quality Low Volatility Index Fund 44.1 22 53 5.1 +1.6
HLAL Wahed FTSE USA Shariah ETF 43.9 50 25 4.1 +0.6
LOWV AB US Low Volatility Equity ETF 43.8 48 27 4.6 +1.0
WOMN Impact Shares YWCA Women's Empowerment ETF 43.8 75 0 5.1 +1.5
IUSV iShares Core S&P US Value ETF 43.8 4 71 6.1 +2.5
FDVV Fidelity High Dividend ETF 43.5 15 60 7.2 +3.6
DSI iShares MSCI KLD 400 Social ETF 43.5 25 50 4.6 +1.0
JGLO JPMorgan Global Select Equity ETF 43.5 33 42 4.5 +0.9
ESGG FlexShares STOXX Global ESG Select Index Fund 43.0 42 33 4.5 +0.9
JPEF JPMorgan Equity Focus ETF 42.8 50 25 4.1 +0.5
LCF Touchstone US Large Cap Focused ETF 42.7 69 6 4.0 +0.4
FDWM Fidelity Women's Leadership ETF 42.6 59 16 3.7 +0.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 42.5 12 63 4.8 +1.2
RFFC ALPS Active Equity Opportunity ETF 42.3 48 27 3.9 +0.3
VIG Vanguard Dividend Appreciation ETF 42.2 5 70 5.2 +1.6
ACWI iShares MSCI ACWI ETF 42.2 32 43 5.1 +1.5
FNDB Schwab Fundamental US Broad Market Index ETF 42.1 25 50 6.7 +3.1
LGRO Level Four Large Cap Growth Active ETF 41.9 55 20 4.1 +0.6
EGUS iShares ESG Aware MSCI USA Growth ETF 41.8 18 57 3.4 -0.2
RECS Columbia Research Enhanced Core ETF 41.8 15 60 5.7 +2.1
IWD iShares Russell 1000 Value ETF 41.8 19 56 5.8 +2.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 41.8 20 55 5.1 +1.6
MGV Vanguard Mega Cap Value ETF 41.7 7 68 5.8 +2.2
VONV Vanguard Russell 1000 Value ETF 41.7 7 68 5.9 +2.3
QDF FlexShares Quality Dividend Index Fund 41.7 37 38 5.8 +2.2
BGRO iShares Large Cap Growth Active ETF 41.4 55 20 2.2 -1.3
LRND IQ U.S. Large Cap R&D Leaders ETF 41.4 14 61 4.3 +0.8
IGM iShares Expanded Tech Sector ETF 41.3 41 34 3.4 -0.2
DUHP Dimensional US High Profitability ETF 41.1 21 54 5.4 +1.9
SHE State Street SPDR MSCI USA Gender Diversity ETF 41.0 20 55 4.9 +1.4
GVUS Marketbeta Russell 1000 Value Equity ETF 40.8 12 63 5.8 +2.3
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 40.5 49 26 5.4 +1.8
SNPG Xtrackers S&P 500 Growth ESG ETF 40.4 15 60 4.3 +0.8
RWL Invesco S&P 500 Revenue ETF 40.2 39 36 6.2 +2.6
DAK Dakota Active Equity ETF 40.0 43 32 4.1 +0.5
DGRO iShares Core Dividend Growth ETF 40.0 8 67 5.8 +2.2
WRND IQ Global Equity R&D Leaders ETF 39.9 18 57 4.4 +0.8
CGGR Capital Group Growth ETF 39.9 39 36 2.8 -0.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 39.8 9 66 5.2 +1.7
VLU State Street SPDR S&P 1500 Value Tilt ETF 39.8 12 63 6.6 +3.1
QDEF FlexShares Quality Dividend Defensive Index Fund 39.8 37 38 5.7 +2.1
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 39.7 19 56 5.2 +1.6
JMOM JPMorgan U.S. Momentum Factor ETF 39.6 12 63 3.8 +0.2
CRTC Xtrackers US National Critical Technologies ETF 39.6 35 40 4.4 +0.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 39.5 29 46 6.0 +2.4
IETC iShares U.S. Tech Independence Focused ETF 39.4 18 57 3.4 -0.2
VUSE Vident U.S. Equity Strategy ETF 39.3 50 25 4.0 +0.4
VTV Vanguard Value ETF 39.1 4 71 6.1 +2.6
RAFE PIMCO RAFI ESG U.S. ETF 39.0 29 46 6.8 +3.2
JQUA JPMorgan U.S. Quality Factor ETF 39.0 12 63 5.4 +1.9
SCHV Schwab U.S. Large-Cap Value ETF 39.0 4 71 6.0 +2.4
NULC Nuveen ESG Large-Cap ETF 38.8 21 54 4.4 +0.8
AFLG First Trust Active Factor Large Cap ETF 38.4 55 20 5.4 +1.8
EVUS iShares ESG Aware MSCI USA Value ETF 38.2 18 57 6.0 +2.4
ZECP Zacks Earnings Consistent Portfolio ETF 38.0 55 20 4.3 +0.8
TIME Clockwise Core Equity & Innovation ETF 37.9 95 -20 2.4 -1.2
FELV Fidelity Enhanced Large Cap Value ETF 37.9 18 57 6.1 +2.5
IYW iShares U.S. Technology ETF 37.9 40 35 3.7 +0.1
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 37.9 56 19 7.5 +3.9
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 37.8 49 26 4.1 +0.5
JHDV John Hancock U.S. High Dividend ETF 37.4 34 41 6.6 +3.0
VT Vanguard Total World Stock ETF 37.4 6 69 5.4 +1.8
SIXA ETC 6 Meridian Mega Cap Equity ETF 37.2 80 -5 5.8 +2.2
PSET Principal Quality ETF 37.1 15 60 5.1 +1.5
FFOG Franklin Focused Growth ETF 36.9 61 14 1.8 -1.8
GGRW Gabelli Growth Innovators ETF 36.9 90 -15 2.2 -1.4
GLOF iShares Global Equity Factor ETF 36.9 20 55 6.0 +2.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 36.7 48 27 5.7 +2.1
VNSE Natixis Vaughan Nelson Select ETF 36.7 80 -5 3.6 +0.1
QWLD SPDR MSCI World StrategicFactors ETF 36.7 30 45 5.3 +1.8
QLTY GMO U.S. Quality ETF 36.6 50 25 4.3 +0.7
DVND Touchstone Dividend Select ETF 36.6 67 8 5.6 +2.0
CAML Congress Large Cap Growth ETF 36.6 66 9 2.6 -1.0
YNOT Horizon Digital Frontier ETF 36.0 75 0 3.0 -0.6
FCPI Fidelity Stocks for Inflation ETF 35.8 15 60 6.1 +2.6
VUSG Vanguard Wellington U.S. Growth Active ETF 35.6 35 40 2.7 -0.9
EBI Longview Advantage ETF 35.4 35 40 6.4 +2.8
DXUV Dimensional US Vector Equity ETF 35.4 28 47 5.6 +2.1
IWFG IQ Winslow Focused Large Cap Growth ETF 35.4 65 10 2.4 -1.2
CGDV Capital Group Dividend Value ETF 35.3 33 42 4.2 +0.7
PEXL Pacer US Export Leaders ETF 35.1 60 15 3.6 +0.0
AOTS AOT Software Platform ETF 35.1 49 26 4.9 +1.3
VYM Vanguard High Dividend Yield Index ETF 35.1 6 69 6.4 +2.8
GK AdvisorShares Gerber Kawasaki ETF 35.0 75 0 1.7 -1.8
JGRW Jensen Quality Growth ETF 34.7 57 18 4.3 +0.7
YOKE Yoke Core ETF 34.6 42 33 4.0 +0.4
ABIG Argent Large Cap ETF 34.5 49 26 4.8 +1.2
MTUM iShares MSCI USA Momentum Factor ETF 34.2 15 60 2.9 -0.7
XNTK State Street SPDR NYSE Technology ETF 34.1 35 40 3.3 -0.3
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 34.1 15 60 7.5 +3.9
SEMG Suncoast Select Growth ETF 34.1 60 15 3.9 +0.4
DGT State Street SPDR Global Dow ETF 34.1 50 25 6.0 +2.4
QBIG Invesco Top QQQ ETF 34.0 29 46 0.0 -3.6
MNZL Manzil Russell Halal USA Broad MarketETF 33.9 40 35 4.3 +0.7
RFDA RiverFront Dynamic US Dividend Advantage ETF 33.8 52 23 5.6 +2.0
DIA SPDR Dow Jones Industrial Average ETF 33.6 16 59 5.1 +1.5
PY Principal Value ETF 33.5 15 60 7.3 +3.7
BLCR iShares Large Cap Core Active ETF 33.4 36 39 3.3 -0.3
AGRW Allspring LT Large Growth ETF 33.3 35 40 3.6 +0.1
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 33.3 65 10 3.9 +0.3
STXD Strive 1000 Dividend Growth ETF 33.3 35 40 4.7 +1.1
FFND Future Fund Active ETF 33.3 100 -25 4.7 +1.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 33.1 50 25 3.6 +0.0
IVES Wedbush ETFMG Global Cloud Technology ETF 33.0 68 7 4.6 +1.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 32.9 25 50 5.9 +2.3
FTEC Fidelity MSCI Information Technology Index ETF 32.6 8 67 3.7 +0.1
GXPT Global X PureCap MSCI Information Technology ETF 32.6 25 50 3.9 +0.3
IXN iShares Global Tech ETF 32.6 41 34 3.5 -0.1
XLK Technology Select Sector SPDR 32.6 8 67 4.1 +0.5
VGT Vanguard Information Technology ETF 32.6 9 66 3.7 +0.2
SNPV Xtrackers S&P 500 Value ESG ETF 32.5 15 60 5.8 +2.2
USMV iShares MSCI USA Min Vol Factor ETF 32.5 15 60 5.3 +1.8
XT iShares Exponential Technologies ETF 32.5 46 29 4.4 +0.8
EDOW First Trust Dow 30 Equal Weight ETF 32.1 50 25 4.9 +1.3
MBCC Monarch Blue Chips Core ETF 32.0 125 -50 4.2 +0.6
GRNY Fundstrat Granny Shots US Large Cap ETF 32.0 75 0 2.4 -1.2
KOCG FIS Knights of Columbus Global Belief ETF 31.7 75 0 4.4 +0.8
JEPI JPMorgan Equity Premium Income ETF 31.5 35 40 4.9 +1.4
XPND First Trust Expanded Technology ETF 31.5 65 10 3.3 -0.3
VALQ American Century U.S. Quality Value ETF 31.4 29 46 7.3 +3.7
AIQ Global X Artificial Intelligence & Technology ETF 31.4 68 7 3.6 +0.0
USEW Cambria US EW ETF 31.3 30 45 4.4 +0.9
INCE Franklin Income Equity Focus ETF 31.3 29 46 5.4 +1.8
TECB iShares U.S. Tech Breakthrough Multisector ETF 31.2 40 35 3.7 +0.1
PWB Invesco Large Cap Growth ETF 30.8 56 19 2.3 -1.2
RGEF Rockefeller Global Equity ETF 30.5 55 20 4.2 +0.6
JAVA JPMorgan Active Value ETF 30.5 44 31 5.8 +2.2
SWP SWP Growth & Income ETF 30.5 99 -24 4.5 +0.9
GINN Goldman Sachs Innovate Equity ETF 30.4 52 23 4.1 +0.5
BDIV AAM Brentview Dividend Growth ETF 30.4 49 26 3.8 +0.2
VEGN US Vegan Climate ETF 30.4 60 15 4.4 +0.8
SPMO Invesco S&P 500 Momentum ETF 30.4 13 62 3.7 +0.1
DUNK Dana Unconstrained Equity ETF 30.4 75 0 2.4 -1.2
GDIV Harbor Dividend Growth Leaders ETF 30.3 50 25 4.3 +0.7
BUZZ VanEck Social Sentiment ETF 30.2 75 0 -0.6 -4.2
ROE Astoria US Quality Kings ETF 30.1 49 26 5.9 +2.3
AOTG AOT Growth and Innovation ETF 30.1 75 0 1.6 -2.0
USSE Segall Bryant & Hamill Select Equity ETF 30.0 65 10 3.4 -0.2
STXV Strive 1000 Value ETF 29.8 18 57 7.1 +3.6
FUNL CornerCap Fundametrics Large-Cap ETF 29.7 50 25 6.1 +2.5
PRXV Praxis Impact Large Cap Value ETF 29.6 36 39 5.9 +2.3
LOGO Alpha Brands Consumption Leaders ETF 29.4 69 6 2.7 -0.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 29.4 15 60 3.3 -0.3
AGIX KraneShares Artificial Intelligence and Technology ETF 29.3 99 -24 1.7 -1.9
CHAT Roundhill Generative AI & Technology ETF 28.7 75 0 5.6 +2.0
DEMZ Democratic Large Cap Core ETF 28.6 45 30 4.2 +0.6
USXF iShares ESG Advanced MSCI USA ETF 28.5 10 65 4.4 +0.8
HGRO Hedgeye Quality Growth ETF 28.4 70 5 3.6 +0.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 28.3 18 57 5.3 +1.7
AVLV Avantis U.S. Large Cap Value ETF 28.2 15 60 6.2 +2.7
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 28.0 75 0 2.3 -1.3
JVAL JPMorgan U.S. Value Factor ETF 28.0 12 63 7.6 +4.0
SXQG ETC 6 Meridian Quality Growth ETF 28.0 100 -25 3.1 -0.5
GEW Cambria Global EW ETF 27.5 29 46 5.7 +2.1
LRGE ClearBridge Large Cap Growth ESG ETF 27.2 59 16 2.9 -0.7
MAVF Matrix Advisors Value ETF 27.2 75 0 5.4 +1.9
ACSI American Customer Satisfaction ETF 27.1 65 10 5.1 +1.5
TRUT VanEck Technology TruSector ETF 27.1 13 62 4.4 +0.8
WTAI WisdomTree Artificial Intelligence and Innovation Fund 26.7 45 30 2.8 -0.8
FDTX Fidelity Disruptive Technology ETF 26.6 50 25 2.3 -1.3
BRIF FIS Bright Portfolios Focused Equity ETF 26.6 65 10 3.9 +0.3
YLDE ClearBridge Dividend Strategy ESG ETF 26.4 60 15 5.3 +1.7
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 26.4 15 60 6.2 +2.7
LCLG Logan Capital Broad Innovative Growth ETF 26.4 99 -24 3.4 -0.2
EMOT First Trust S&P 500 Economic Moat ETF 26.3 60 15 8.3 +4.7
BGIG Bahl & Gaynor Income Growth ETF 26.2 45 30 4.7 +1.1
MFIG Motley Fool Innovative Growth Factor ETF 26.2 50 25 3.0 -0.5
METV Roundhill Ball Metaverse ETF 26.0 59 16 8.8 +5.2
DARP Grizzle Growth ETF 26.0 75 0 2.0 -1.6
DFLV Dimensional US Large Cap Value ETF 26.0 22 53 6.5 +2.9
DIVB iShares Core Dividend ETF 25.9 5 70 7.7 +4.1
CGGO Capital Group Global Growth Equity ETF 25.9 47 28 4.7 +1.1
FDG American Century Focused Dynamic Growth ETF 25.7 45 30 2.0 -1.6
FTC First Trust Large Cap Growth AlphaDEX Fund 25.7 59 16 2.0 -1.6
DFUV Dimensional US Marketwide Value ETF 25.6 22 53 6.6 +3.0
QGRO American Century U.S. Quality Growth ETF 25.6 29 46 4.1 +0.5
MFMO Motley Fool Momentum Factor ETF 25.2 50 25 2.4 -1.2
VDIG Vanguard Wellington Dividend Growth Active ETF 25.2 40 35 4.7 +1.1
GOP Unusual Whales Subversive Republican Trading ETF 24.9 50 25 4.7 +1.2
ROUS Hartford Multifactor US Equity ETF 24.8 19 56 5.7 +2.2
BEEX BeeHive ETF 24.7 84 -9 4.0 +0.5
PNQI Invesco NASDAQ Internet ETF 24.7 60 15 3.9 +0.3
GVIP Goldman Sachs Hedge Industry VIP ETF 24.7 45 30 2.8 -0.8
CHGX AXS Change Finance ESG ETF 24.4 49 26 5.0 +1.4
ANEW ProShares MSCI Transformational Changes ETF 24.4 45 30 4.8 +1.2
AFOS ARS Focused Opportunities Strategy ETF 24.1 45 30 2.3 -1.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 24.1 35 40 5.9 +2.3
RDVY First Trust Rising Dividend Achievers ETF 23.9 50 25 5.5 +1.9
LIVR Intelligent Livermore ETF 23.9 69 6 2.9 -0.7
VERS ProShares Metaverse ETF 23.4 58 17 0.6 -3.0
FBCV Fidelity Blue Chip Value ETF 23.3 59 16 6.2 +2.6
BAI iShares AI Innovation and Tech Active ETF 23.1 55 20 1.4 -2.2
XLSR State Street US Sector Rotation ETF 23.0 70 5 4.6 +1.1
ABFL Abacus FCF Leaders ETF 22.8 59 16 4.1 +0.5
FTCE First Trust New Constructs Core Earnings Leaders ETF 22.8 60 15 5.0 +1.4
NULG Nuveen ESG Large-Cap Growth ETF 22.8 26 49 3.2 -0.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 22.7 79 -4 4.6 +1.0
IQM Franklin Intelligent Machines ETF 22.7 50 25 1.4 -2.2
PCGG Polen Capital Global Growth ETF 22.4 85 -10 4.1 +0.5
CSTK Invesco Comstock Contrarian Equity ETF 22.4 35 40 6.3 +2.8
AQEC AQE Core ETF 22.2 49 26 5.3 +1.8
LEAD Siren DIVCON Leaders Dividend ETF 22.0 43 32 3.8 +0.3
ICAP InfraCap Equity Income Fund ETF 21.9 171 -96 4.8 +1.2
NBDS Neuberger Berman Disrupters ETF 21.9 55 20 1.0 -2.6
BGDV Bahl & Gaynor Dividend ETF 21.9 45 30 4.2 +0.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 21.8 60 15 6.4 +2.8
RJDI RJ Eagle GCM Dividend Select Income ETF 21.6 55 20 4.7 +1.1
FMET Fidelity Metaverse ETF 21.5 39 36 5.0 +1.5
DJD Invesco Dow Jones Industrial Average Dividend ETF 21.5 7 68 6.8 +3.2
WUGI AXS Esoterica NextG Economy ETF 21.4 75 0 1.9 -1.7
WSGE Warren Street Global Equity ETF 21.2 80 -5 3.1 -0.5
CARZ First Trust NASDAQ Global Auto Index Fund 21.1 70 5 3.2 -0.4
JOET Virtus Terranova US Quality Momentum ETF 21.1 29 46 4.1 +0.5
TTAC FCF US Quality ETF 20.8 59 16 5.4 +1.8
FDCF Fidelity Disruptive Communications ETF 20.8 50 25 2.1 -1.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 20.6 35 40 3.9 +0.4
ITAN Sparkline Intangible Value ETF 20.6 50 25 6.6 +3.0
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 20.6 58 17 3.6 +0.1
SPHQ Invesco S&P 500 Quality ETF 20.6 15 60 4.9 +1.3
RVER Trenchless Fund ETF 20.6 65 10 0.9 -2.7
SSPY Syntax Stratified LargeCap ETF 20.5 30 45 6.4 +2.8
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 20.5 29 46 7.3 +3.7
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 20.4 49 26 3.8 +0.3
USRD Themes US R&D Champions ETF 20.3 29 46 4.5 +0.9
SFGV Sequoia Global Value ETF 20.2 23 52 7.4 +3.8
HUSV First Trust Horizon Managed Volatility Domestic ETF 20.1 70 5 4.7 +1.2
DFNV Donoghue Forlines Innovation ETF 20.1 69 6 4.5 +0.9
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 20.1 57 18 3.3 -0.2
FTCS First Trust Capital Strength ETF 20.0 55 20 5.5 +2.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 19.6 65 10 8.0 +4.4
BLCV iShares Large Cap Value Active ETF 19.4 53 22 6.8 +3.3
BELT iShares Long-Term U.S. Equity Active ETF 19.3 75 0 2.6 -1.0
STRN SMART Trend 25 ETF 19.3 59 16 3.0 -0.6
ACWV iShares MSCI Global Min Vol Factor ETF 19.3 20 55 5.7 +2.2
QUVU Hartford Quality Value ETF 19.3 46 29 5.9 +2.3
MILN Global X Millennial Consumer ETF 19.3 50 25 4.2 +0.7
OGIG ALPS O'Shares Global Internet Giants ETF 19.3 48 27 2.7 -0.9
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 19.2 12 63 5.5 +2.0
DRUP GraniteShares Nasdaq Select Disruptors ETF 19.1 60 15 4.0 +0.4
REVS Columbia Research Enhanced Value ETF 19.1 19 56 7.1 +3.5
VFMV Vanguard U.S. Minimum Volatility ETF 19.1 13 62 5.9 +2.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 19.0 15 60 8.7 +5.1
GGME Invesco Next Gen Media and Gaming ETF 19.0 60 15 5.1 +1.6
DIVN Horizon Dividend Income ETF 18.6 70 5 6.6 +3.0
VFMF Vanguard U.S. Multifactor ETF 18.6 18 57 7.1 +3.5
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 18.4 5 70 7.9 +4.4
AVIE Avantis  Inflation Focused Equity ETF 18.4 25 50 6.1 +2.5
ABOT Abacus FCF Innovation Leaders ETF 18.2 69 6 4.2 +0.6
PWV Invesco Large Cap Value ETF 17.8 55 20 6.6 +3.0
FTGS First Trust Growth Strength ETF 17.8 60 15 3.8 +0.2
GURU Global X Guru Index ETF 17.8 75 0 2.7 -0.9
RPG Invesco S&P 500 Pure Growth ETF 17.6 35 40 3.0 -0.6
EQIN Columbia US Equity Income ETF 17.5 35 40 6.3 +2.7
LST Leuthold Select Industries ETF 17.4 91 -16 5.3 +1.7
IGPT Invesco AI and Next Gen Software ETF 17.4 60 15 3.8 +0.2
TRFM AAM Transformers ETF 17.3 49 26 1.2 -2.4
FEX First Trust Large Cap Core AlphaDEX Fund 17.2 59 16 5.3 +1.7
SAMM Strategas Macro Momentum ETF 17.0 66 9 3.7 +0.1
SPHB Invesco S&P 500 High Beta ETF 16.9 25 50 4.4 +0.8
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 16.9 49 26 8.1 +4.5
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 16.9 61 14 1.5 -2.1
ACEP ARS Core Equity ETF 16.9 45 30 4.4 +0.9
ARVR First Trust Indxx Metaverse ETF 16.9 70 5 4.5 +0.9
PRAY FIS Christian Stock Fund 16.6 69 6 4.2 +0.6
SAMT Strategas Macro Thematic Opportunities ETF 16.5 65 10 2.5 -1.0
DIVL Madison Dividend Value ETF 16.5 65 10 4.8 +1.2
BUYZ Franklin Disruptive Commerce ETF 16.4 50 25 2.5 -1.1
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 16.4 75 0 4.0 +0.4
RSPT Invesco S&P 500 Equal Weight Technology ETF 16.4 40 35 4.9 +1.3
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 16.3 39 36 4.1 +0.5
KONG Formidable Fortress ETF 16.3 89 -14 5.4 +1.8
AIVC Amplify Bloomberg AI Value Chain ETF 16.3 59 16 5.2 +1.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 16.2 20 55 6.1 +2.5
TBG TBG Dividend Focus ETF 16.2 59 16 6.5 +3.0
CFA VictoryShares US 500 Volatility Wtd ETF 16.2 35 40 5.5 +1.9
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 16.2 40 35 5.4 +1.9
VFMO Vanguard U.S. Momentum Factor ETF 16.2 13 62 1.9 -1.7
FLV American Century Focused Large Cap Value ETF 16.1 42 33 6.3 +2.7
KNCT Invesco Next Gen Connectivity ETF 16.0 40 35 4.0 +0.5
NULV Nuveen ESG Large-Cap Value ETF 16.0 26 49 5.6 +2.0
WISE Themes Generative Artificial Intelligence ETF 15.9 35 40 -0.4 -4.0
FDN First Trust Dow Jones Internet Index Fund 15.9 52 23 3.0 -0.6
FDND FT Vest Dow Jones Internet & Target Income ETF 15.9 75 0 2.8 -0.7
SIXG Defiance Connective Technologies ETF 15.9 30 45 3.4 -0.2
RSP Invesco S&P 500 Equal Weight ETF 15.8 20 55 6.2 +2.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 15.7 9 66 5.5 +1.9
CZAR Themes Natural Monopoly ETF 15.7 35 40 5.5 +1.9
YALL God Bless America ETF 15.6 65 10 4.3 +0.7
TDV ProShares S&P Technology Dividend Aristocrats ETF 15.6 45 30 5.6 +2.1
SDY State Street SPDR S&P Dividend ETF 15.6 35 40 6.2 +2.6
USMF WisdomTree U.S. Multifactor Fund 15.6 28 47 6.7 +3.2
HART IQ Healthy Hearts ETF 15.5 45 30 5.7 +2.1
ULVM VictoryShares US Value Momentum ETF 15.5 20 55 6.5 +2.9
FBOT Fidelity Disruptive Automation ETF 15.4 50 25 3.3 -0.3
SOXQ Invesco PHLX Semiconductor ETF 15.1 19 56 3.0 -0.6
SMH VanEck Semiconductor ETF 15.1 35 40 2.9 -0.7
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 15.1 40 35 2.5 -1.1
NOBL ProShares S&P 500 Dividend Aristocrats ETF 15.1 35 40 5.5 +1.9
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 15.1 35 40 7.1 +3.5
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 15.0 38 37 7.0 +3.4
SHRY First Trust Bloomberg Shareholder Yield ETF 15.0 60 15 8.5 +4.9
EUSA iShares MSCI USA Equal Weighted ETF 14.9 9 66 5.9 +2.3
CHPX Global X AI Semiconductor & Quantum ETF 14.9 50 25 2.7 -0.9
DIVG Invesco S&P 500 High Dividend Growers ETF 14.9 39 36 7.6 +4.0
VSDA VictoryShares Dividend Accelerator ETF 14.9 35 40 6.6 +3.0
SPLV Invesco S&P 500 Low Volatility ETF 14.9 25 50 5.0 +1.4
AKAF The Frontier Economic Fund 14.8 20 55 5.3 +1.7
TDIV First Trust NASDAQ Technology Dividend Index Fund 14.8 50 25 5.7 +2.1
ARKW ARK Next Generation Internet ETF 14.7 87 -12 0.9 -2.7
SOXX iShares Semiconductor ETF 14.7 35 40 3.2 -0.4
DIVS SmartETFs Dividend Builder ETF 14.7 65 10 4.7 +1.1
SKYY First Trust Cloud Computing ETF 14.5 60 15 3.4 -0.2
MDLV Morgan Dempsey Large Cap Value ETF 14.5 58 17 5.9 +2.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 14.3 25 50 4.8 +1.3
SPGP Invesco S&P 500 GARP ETF 14.3 34 41 6.2 +2.6
IYC iShares U.S. Consumer Discretionary ETF 14.2 40 35 3.6 +0.0
DVGR DAC 3D Dividend Growth ETF 14.2 65 10 5.0 +1.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 14.1 64 11 1.5 -2.1
FPAG FPA Global Equity ETF 14.1 49 26 6.2 +2.7
PDP Invesco Dorsey Wright Momentum ETF 14.1 62 13 1.7 -1.9
KAT Scharf ETF 14.1 87 -12 6.3 +2.7
XDAT Franklin Exponential Data ETF 14.0 50 25 1.4 -2.2
HDV iShares Core High Dividend ETF 14.0 8 67 6.0 +2.4
QTUM Defiance Quantum ETF 14.0 40 35 5.0 +1.4
ARTY iShares Future AI & Tech ETF 13.9 47 28 3.6 +0.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 13.8 18 57 7.1 +3.5
AUSF Global X Adaptive U.S. Factor ETF 13.7 27 48 8.1 +4.6
LRNZ TrueShares Technology, AI & Deep Learning ETF 13.7 69 6 -0.8 -4.4
SIZE iShares MSCI USA Size Factor ETF 13.7 15 60 5.8 +2.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 13.7 65 10 1.7 -1.9
VUSV Vanguard Wellington U.S. Value Active ETF 13.5 30 45 6.1 +2.5
AGQI First Trust Active Global Quality Income ETF 13.5 85 -10 6.7 +3.1
TRFK Pacer Data and Digital Revolution ETF 13.5 60 15 2.9 -0.7
VFQY Vanguard U.S. Quality Factor ETF 13.5 13 62 5.9 +2.3
ARKQ ARK Autonomous Technology & Robotics ETF 13.5 75 0 1.1 -2.5
CLOD Themes Cloud Computing ETF 13.4 35 40 3.7 +0.2
DIVE Dana Concentrated Dividend ETF 13.4 65 10 7.2 +3.6
NETZ TCW Transform Systems ETF 13.2 75 0 1.5 -2.0
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 13.2 15 60 6.5 +2.9
AGIQ Sofi Agentic AI ETF 13.1 69 6 7.8 +4.2
TMAT Main Thematic Innovation ETF 13.1 164 -89 -2.0 -5.6
FXL First Trust Technology AlphaDEX Fund 13.1 61 14 6.3 +2.7
RW Rainwater Equity ETF 12.9 125 -50 3.1 -0.5
FTXL First Trust Nasdaq Semiconductor ETF 12.8 60 15 3.3 -0.3
MOAT VanEck Morningstar Wide Moat ETF 12.8 46 29 5.8 +2.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 12.8 49 26 5.0 +1.4
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 12.7 50 25 8.9 +5.4
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 12.7 60 15 5.1 +1.5
HUMN Roundhill Humanoid Robotics ETF 12.6 75 0 1.5 -2.1
CLNR IQ Cleaner Transport ETF 12.6 45 30 3.9 +0.3
ISHP First Trust Nasdaq Retail ETF 12.5 60 15 5.4 +1.9
DUSA Davis Select U.S. Equity ETF 12.5 61 14 7.5 +3.9
FFF Founders 100 ETF 12.5 75 0 2.9 -0.7
DIVZ TrueShares Low Volatility Equity Income ETF 12.5 65 10 6.0 +2.4
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 12.4 49 26 7.7 +4.2
COWZ Pacer US Cash Cows 100 ETF 12.4 49 26 7.8 +4.2
FVD First Trust Value Line Dividend Index Fund 12.4 65 10 5.7 +2.2
DURA VanEck Durable High Dividend ETF 12.3 29 46 6.4 +2.9
VFVA Vanguard U.S. Value Factor ETF 12.3 13 62 10.0 +6.4
BOTZ Global X Robotics & Artificial Intelligence ETF 12.3 69 6 2.1 -1.5
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 12.3 60 15 4.4 +0.8
CGDG Capital Group Dividend Growers ETF 12.3 47 28 5.3 +1.7
OPTZ Optimize Strategy Index ETF 12.2 50 25 4.2 +0.6
PTF Invesco Dorsey Wright Technology Momentum ETF 12.0 60 15 -1.1 -4.6
FNCL Fidelity MSCI Financials Index ETF 11.9 8 67 6.4 +2.9
IXG iShares Global Financials ETF 11.9 42 33 6.6 +3.0
XLF Financial Select Sector SPDR 11.9 8 67 6.0 +2.4
VFH Vanguard Financials ETF 11.9 9 66 6.5 +2.9
DEW WisdomTree Global High Dividend Fund 11.9 58 17 7.4 +3.8
PTL Inspire 500 ETF 11.9 9 66 4.8 +1.2
GPT Intelligent Alpha Atlas ETF 11.9 69 6 6.4 +2.8
DRIV Global X Autonomous & Electric Vehicles ETF 11.8 68 7 3.8 +0.2
GINX SGI Enhanced Global Income ETF 11.8 98 -23 6.9 +3.4
RSPF Invesco S&P 500 Equal Weight Financials ETF 11.6 40 35 6.8 +3.2
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 11.6 60 15 4.1 +0.6
MBOX Freedom Day Dividend ETF 11.6 39 36 7.3 +3.7
IYG iShares US Financial Services ETF 11.5 40 35 5.6 +2.0
SMHX VanEck Fabless Semiconductor ETF 11.4 35 40 2.8 -0.8
LGCF Themes US Cash Flow Champions ETF 11.3 30 45 7.4 +3.8
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 11.2 30 45 8.9 +5.3
CTEF Castellan Targeted Equity ETF 11.2 45 30 3.3 -0.3
ALTL Pacer Lunt Large Cap Alternator ETF 11.2 60 15 4.9 +1.3
IEDI iShares U.S. Consumer Focused ETF 11.1 18 57 5.0 +1.5
FHLC Fidelity MSCI Health Care Index ETF 11.1 8 67 5.4 +1.9
IXJ iShares Global Healthcare ETF 11.1 42 33 6.2 +2.6
IYH iShares U.S. Healthcare ETF 11.1 40 35 5.9 +2.3
XLV Health Care Select Sector SPDR 11.1 8 67 6.7 +3.1
VHT Vanguard Health Care ETF 11.1 9 66 5.2 +1.6
VLUE iShares MSCI USA Value Factor ETF 11.0 15 60 8.1 +4.5
QDIV Global X S&P 500 Quality Dividend ETF 10.9 20 55 7.9 +4.3
DSTL Distillate US Fundamental Stability & Value ETF 10.9 39 36 7.9 +4.3
JSTC Adasina Social Justice All Cap Global ETF 10.9 89 -14 4.9 +1.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 10.8 65 10 5.0 +1.5
RSPH Invesco S&P 500 Equal Weight Health Care ETF 10.8 40 35 7.6 +4.0
FCOM Fidelity MSCI Communication Services Index ETF 10.7 8 67 4.6 +1.0
GXPC Global X PureCap MSCI Communication Services ETF 10.7 25 50 4.2 +0.6
IXP iShares Global Comm Services ETF 10.7 42 33 5.8 +2.2
XLC Communication Services Select Sector SPDR 10.7 8 67 5.4 +1.9
VOX Vanguard Communication Services ETF 10.7 9 66 4.5 +1.0
SGRT SMART Earnings Growth 30 ETF 10.6 59 16 2.9 -0.7
HRTS Tema Heart & Health ETF 10.6 75 0 2.9 -0.7
TOLL Tema Durable Quality ETF 10.5 75 0 4.3 +0.7
FEGE First Eagle Global Equity ETF 10.5 79 -4 6.2 +2.6
BFOR ALPS Barron's 400 ETF 10.5 65 10 5.3 +1.7
PSI Invesco Semiconductors ETF 10.4 57 18 2.4 -1.2
DVY iShares Select Dividend ETF 10.3 38 37 8.2 +4.6
USCF Themes US Cash Flow Champions ETF 10.2 29 46 7.8 +4.2
TMFG Motley Fool Global Opportunities ETF 10.1 85 -10 4.0 +0.4
DHS WisdomTree U.S. High Dividend Fund 10.1 38 37 8.3 +4.7
BWEB Bitwise Web3 ETF 10.1 85 -10 -0.0 -3.6
DWLD Davis Select Worldwide ETF 10.0 63 12 7.1 +3.5
ASLV Allspring Special Large Value ETF 10.0 35 40 5.4 +1.8
BMVP Invesco Bloomberg MVP Multi-factor ETF 10.0 29 46 6.7 +3.2
NXTG First Trust Indxx NextG ETF 9.8 70 5 4.8 +1.2
FDIS Fidelity MSCI Consumer Discretionary Index ETF 9.8 8 67 4.6 +1.0
GXPD Global X PureCap MSCI Consumer Discretionary ETF 9.8 25 50 3.7 +0.1
RXI iShares Global Consumer Discretionary ETF 9.8 41 34 8.3 +4.7
XLY Consumer Discretionary Select Sector SPDR 9.8 8 67 4.6 +1.0
VCR Vanguard Consumer Discretionary ETF 9.8 9 66 4.6 +1.0
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 9.8 40 35 5.6 +2.0
ARKK ARK Innovation ETF 9.8 75 0 -3.2 -6.8
MOTO SmartETFs Smart Transportation & Technology ETF 9.7 68 7 6.1 +2.5
NUDV Nuveen ESG Dividend ETF 9.6 26 49 6.3 +2.7
SCHD Schwab US Dividend Equity ETF 9.6 6 69 8.4 +4.8
UDI USCF Dividend Income Fund 9.5 65 10 6.8 +3.2
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 9.3 60 15 3.4 -0.2
FXH First Trust Health Care AlphaDEX Fund 9.2 62 13 4.9 +1.3
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 9.2 27 48 6.5 +2.9
SPVU Invesco S&P 500 Enhanced Value ETF 9.1 13 62 9.0 +5.4
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 9.1 60 15 5.0 +1.4
IYJ iShares U.S. Industrials ETF 9.0 40 35 4.2 +0.6
GKAT Scharf Global Opportunity ETF 9.0 57 18 6.1 +2.5
IYF iShares U.S. Financials ETF 9.0 40 35 6.0 +2.4
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 9.0 65 10 5.3 +1.7
TMDV ProShares Russell US Dividend Growers ETF 8.9 35 40 6.4 +2.8
ARKX ARK Space Exploration & Innovation ETF 8.9 75 0 0.1 -3.5
XSD State Street SPDR S&P Semiconductor ETF 8.8 35 40 3.7 +0.1
PINK Simplify Health Care ETF 8.8 50 25 1.0 -2.6
BMED Future Health ETF 8.7 85 -10 1.2 -2.4
PJP Invesco Pharmaceuticals ETF 8.6 57 18 7.2 +3.6
TEXN iShares Texas Equity ETF 8.6 20 55 5.3 +1.7
AIS VistaShares Artificial Intelligence Supercycle ETF 8.6 75 0 1.9 -1.7
MAGA Point Bridge America First ETF 8.5 72 3 5.3 +1.7
AIPO Defiance AI & Power Infrastructure ETF 8.5 69 6 1.0 -2.6
JDOC JPMorgan Healthcare Leaders ETF 8.5 65 10 3.5 -0.1
TXS Texas Capital Texas Equity Index ETF 8.5 49 26 5.2 +1.6
FTA First Trust Large Cap Value AlphaDEX Fund 8.4 59 16 7.9 +4.3
ARKF ARK Fintech Innovation ETF 8.3 75 0 0.3 -3.3
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 8.3 58 17 3.8 +0.2
GCOW Pacer Global Cash Cows Dividend ETF 8.2 60 15 9.0 +5.5
TAX Cambria Tax Aware ETF 8.2 49 26 4.5 +0.9
IGV iShares Expanded Tech-Software Sector ETF 8.2 41 34 3.8 +0.2
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 8.1 40 35 5.9 +2.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 8.1 38 37 5.5 +1.9
XOEF iShares S&P 500 ex S&P 100 ETF 8.0 20 55 5.0 +1.4
RTH VanEck Retail ETF 7.9 35 40 4.8 +1.2
ETHO Etho Climate Leadership U.S. ETF 7.9 47 28 4.8 +1.2
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 7.9 60 15 10.1 +6.5
FTXH First Trust Nasdaq Pharmaceuticals ETF 7.9 60 15 6.9 +3.3
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 7.9 20 55 6.5 +2.9
EQAL Invesco Russell 1000 Equal Weight ETF 7.8 20 55 6.3 +2.8
XITK State Street SPDR FactSet Innovative Technology ETF 7.8 45 30 0.2 -3.4
TINY ProShares Nanotechnology ETF 7.7 58 17 1.8 -1.8
CLOU Global X Cloud Computing ETF 7.7 68 7 3.0 -0.6
IVRS iShares Future Metaverse Tech and Communications ETF 7.7 47 28 5.5 +1.9
DEUS Xtrackers Russell US Multifactor ETF 7.7 17 58 6.7 +3.1
SPRX Spear Alpha ETF 7.6 75 0 -0.8 -4.4
WAR U.S. Global Tech and Aerospace & Defense ETF 7.6 60 15 0.3 -3.3
POWA Invesco Bloomberg Pricing Power ETF 7.6 40 35 5.7 +2.1
SPVM Invesco S&P 500 Value with Momentum ETF 7.4 39 36 6.6 +3.0
BLOK Amplify Transformational Data Sharing ETF 7.4 75 0 -0.0 -3.6
CANC Tema Oncology ETF 7.4 75 0 -2.4 -6.0
TRUD VanEck Consumer Disc TruSector ETF 7.4 14 61 3.1 -0.5
MEDX Horizon Kinetics Medical ETF 7.3 85 -10 1.5 -2.1
DTEC ALPS Disruptive Technologies ETF 7.3 50 25 4.0 +0.4
IBLC iShares Blockchain and Tech ETF 7.3 47 28 -1.5 -5.0
MVAL VanEck Morningstar Wide Moat Value ETF 7.2 49 26 6.3 +2.8
FCLD Fidelity Cloud Computing ETF 7.2 39 36 4.1 +0.5
AGNG Global X Aging Population ETF 7.1 50 25 4.1 +0.5
RCGE RockCreek Global Equality ETF 6.9 95 -20 6.3 +2.7
WTV WisdomTree US Value Fund of Benef Interest 6.9 12 63 8.2 +4.6
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 6.9 60 15 0.8 -2.8
FTWO Strive FAANG 2.0 ETF 6.9 49 26 3.7 +0.1
IBOT Vaneck Robotics ETF 6.9 47 28 3.8 +0.2
WLDR Affinity World Leaders Equity ETF 6.9 67 8 6.7 +3.1
GDOC Goldman Sachs Future Health Care Equity ETF 6.8 75 0 0.9 -2.6
QQLV Invesco QQQ Low Volatility ETF 6.7 25 50 4.3 +0.7
IBUY Amplify Online Retail ETF 6.7 65 10 2.4 -1.2
SDOG ALPS Sector Dividend Dogs ETF 6.6 36 39 8.6 +5.0
PPH VanEck Pharmaceutical ETF 6.6 36 39 6.8 +3.2
VICE AdvisorShares Vice ETF 6.5 99 -24 5.8 +2.2
FDL First Trust Morningstar Dividend Leaders Index Fund 6.5 45 30 8.9 +5.3
PFI Invesco Dorsey Wright Financial Momentum ETF 6.5 60 15 5.2 +1.6
WDNA WisdomTree BioRevolution Fund 6.5 45 30 -2.3 -5.9
ERTH Invesco MSCI Sustainable Future ETF 6.5 62 13 3.1 -0.5
DTCR Global X Data Center & Digital Infrastructure ETF 6.5 50 25 4.1 +0.5
FCTE SMI 3Fourteen Full-Cycle Trend ETF 6.3 85 -10 4.4 +0.8
SMRI Bushido Capital US Equity ETF 6.2 71 4 8.5 +4.9
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 6.2 40 35 7.2 +3.6
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 6.2 8 67 5.5 +1.9
GXPS Global X PureCap MSCI Consumer Staples ETF 6.2 25 50 4.7 +1.1
KXI iShares Global Consumer Staples ETF 6.2 41 34 5.3 +1.7
XLP Consumer Staples Select Sector SPDR 6.2 8 67 5.8 +2.2
VDC Vanguard Consumer Staples ETF 6.2 9 66 5.5 +1.9
BOTT Themes Robotics & Automation ETF 6.2 35 40 -4.4 -7.9
FIDU Fidelity MSCI Industrial Index ETF 6.2 8 67 3.8 +0.2
EXI iShares Global Industrials ETF 6.2 42 33 3.7 +0.1
XLI Industrial Select Sector SPDR 6.2 8 67 3.7 +0.1
VIS Vanguard Industrials ETF 6.2 9 66 3.8 +0.2
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 6.2 20 55 0.9 -2.7
DIVY Sound Equity Dividend Income ETF 6.1 45 30 8.3 +4.7
EQRR ProShares Equities for Rising Rates ETF 6.1 35 40 6.4 +2.8
OND ProShares On-Demand ETF 6.0 58 17 0.5 -3.1
BEEZ Honeytree U.S. Equity ETF 6.0 64 11 3.7 +0.1
DFNL Davis Select Financial ETF 6.0 63 12 7.8 +4.2
MEDI Harbor Health Care ETF 5.8 80 -5 -1.4 -5.0
SATO Invesco Alerian Galaxy Crypto Economy ETF 5.7 61 14 -0.7 -4.3
COWS Amplify Cash Flow Dividend Leaders ETF 5.7 0 75 7.7 +4.2
WBAT WisdomTree Battery Value Chain and Innovation Fund 5.6 45 30 -0.9 -4.5
TINT ProShares Smart Materials ETF 5.6 58 17 6.0 +2.4
SURE AdvisorShares Insiders Advantage ETF 5.6 90 -15 8.5 +5.0
QMOM Alpha Architect U.S. Quantitative Momentum ETF 5.5 39 36 1.2 -2.4
SOCL Global X Social Media ETF 5.5 65 10 12.9 +9.3
OCEN IQ Clean Oceans ETF 5.5 45 30 4.5 +0.9
FTDS First Trust Dividend Strength ETF 5.4 70 5 7.1 +3.5
FMKT The Free Markets ETF 5.4 76 -1 4.4 +0.8
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 5.4 61 14 6.2 +2.6
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 5.4 68 7 0.8 -2.8
EBIZ Global X E-Commerce ETF 5.3 50 25 4.8 +1.2
THNR Amplify Weight Loss Drug & Treatment ETF 5.3 59 16 5.6 +2.0
RSPN Invesco S&P 500 Equal Weight Industrials ETF 5.2 40 35 4.6 +1.0
IHE iShares U.S. Pharmaceuticals ETF 5.2 40 35 4.8 +1.2
XPH State Street SPDR S&P Pharmaceuticals ETF 5.2 35 40 -1.9 -5.5
KBWB Invesco KBW Bank ETF 5.1 35 40 7.4 +3.8
GSIB Themes Global Systemically Important Banks ETF 5.1 35 40 9.3 +5.7
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 5.1 58 17 4.9 +1.3
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 5.0 7 68 10.5 +6.9
TCAI Tortoise AI Infrastructure ETF 5.0 65 10 1.8 -1.8
CDIG City Different Investments Global Equity ETF 4.9 75 0 -1.6 -5.2
FXO First Trust Financials AlphaDEX Fund 4.8 62 13 8.7 +5.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 4.8 75 0 6.5 +2.9
FXD First Trust Consumer Discretionary AlphaDEX Fund 4.8 61 14 8.0 +4.4
MOTG VanEck Morningstar Global Wide Moat ETF 4.7 52 23 7.8 +4.3
XSW State Street SPDR S&P Software & Services ETF 4.7 35 40 3.2 -0.4
FAB First Trust Multi Cap Value AlphaDEX Fund 4.7 67 8 9.0 +5.4
PPA Invesco Aerospace & Defense ETF 4.7 58 17 1.8 -1.8
RUNN Running Oak Efficient Growth ETF 4.7 58 17 4.8 +1.2
TOGA Tremblant Global ETF 4.6 69 6 -0.2 -3.7
XRT State Street SPDR S&P Retail ETF 4.6 35 40 7.8 +4.2
HAP VanEck Natural Resources ETF 4.5 50 25 6.5 +2.9
SIXL ETC 6 Meridian Low Beta Equity ETF 4.5 80 -5 5.9 +2.4
FITE State Street SPDR S&P Kensho Future Security ETF 4.4 45 30 1.3 -2.2
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 4.4 45 30 -1.6 -5.2
VFLO VictoryShares Free Cash Flow ETF 4.4 39 36 8.2 +4.6
MFVL Motley Fool Value Factor ETF 4.4 50 25 5.9 +2.3
SPDV AAM S&P 500 High Dividend Value ETF 4.3 29 46 11.2 +7.6
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 4.3 52 23 5.1 +1.5
ALRG Allspring LT Large Core ETF 4.2 28 47 3.7 +0.2
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 4.1 60 15 5.6 +2.0
SDG iShares MSCI Global Sustainable Development Goals ETF 4.1 49 26 4.7 +1.1
RPV Invesco S&P 500 Pure Value ETF 4.0 35 40 9.2 +5.6
FMED Fidelity Disruptive Medicine ETF 4.0 50 25 -1.2 -4.8
DVLU First Trust Dorsey Wright Momentum & Value ETF 4.0 60 15 6.8 +3.2
CBSE Clough Select Equity ETF 4.0 85 -10 0.5 -3.0
MADE iShares U.S. Manufacturing ETF 4.0 40 35 3.7 +0.1
CNRG State Street SPDR S&P Kensho Clean Power ETF 3.9 45 30 0.0 -3.6
FTXO First Trust Nasdaq Bank ETF 3.9 60 15 8.1 +4.5
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 3.9 46 29 7.3 +3.7
IGE iShares North American Natural Resources ETF 3.9 41 34 5.4 +1.9
GNR SPDR S&P Global Natural Resources ETF 3.9 40 35 8.1 +4.5
NANR SPDR S&P North American Natural Resources ETF 3.9 35 40 6.0 +2.5
VOLT Tema Electrification ETF 3.8 75 0 2.7 -0.9
IYK iShares U.S. Consumer Staples ETF 3.7 40 35 6.1 +2.5
RBLD First Trust Alerian US NextGen Infrastructure ETF 3.7 65 10 4.1 +0.5
CIBR First Trust NASDAQ Cybersecurity ETF 3.6 60 15 4.9 +1.3
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 3.6 60 15 3.5 -0.1
DRNZ REX Drone ETF 3.6 65 10 -1.7 -5.2
ONLN ProShares Online Retail ETF 3.6 58 17 1.3 -2.3
WCEO Hypatia Women CEO ETF 3.5 85 -10 5.1 +1.5
BPAY BlackRock Future Financial and Technology ETF 3.5 70 5 6.1 +2.5
ROBO ROBO Global Robotics & Automation Index ETF 3.5 95 -20 2.8 -0.7
KBE State Street SPDR S&P Bank ETF 3.5 35 40 9.1 +5.5
OZEM Roundhill GLP-1 & Weight Loss ETF 3.5 59 16 5.1 +1.5
PXI Invesco Dorsey Wright Energy Momentum ETF 3.5 60 15 5.2 +1.6
RSPG Invesco S&P 500 Equal Weight Energy ETF 3.5 40 35 8.1 +4.5
FENY Fidelity MSCI Energy Index ETF 3.5 8 67 6.6 +3.0
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 3.5 55 20 4.6 +1.0
FTXN First Trust Nasdaq Oil & Gas ETF 3.5 60 15 8.2 +4.7
FXN First Trust Energy AlphaDEX Fund 3.5 62 13 10.0 +6.4
GXPE Global X PureCap MSCI Energy ETF 3.5 25 50 6.3 +2.8
IXC iShares Global Energy ETF 3.5 44 31 7.0 +3.5
IYE iShares U.S. Energy ETF 3.5 40 35 6.4 +2.9
XLE Energy Select Sector SPDR 3.5 8 67 6.7 +3.1
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF 3.5 35 40 9.5 +5.9
DRLL Strive U.S. Energy ETF 3.5 41 34 7.4 +3.9
VDE Vanguard Energy ETF 3.5 9 66 6.5 +2.9
PSIL AdvisorShares Psychedelics ETF 3.4 99 -24 -1.6 -5.2
GLRY Inspire Faithward Mid Cap Momentum ETF 3.4 80 -5 4.0 +0.4
ABEQ Absolute Select Value ETF 3.4 85 -10 4.3 +0.7
WGMI Valkyrie Bitcoin Miners ETF 3.3 75 0 -3.8 -7.3
QVAL Alpha Architect US Quantitative Value ETF 3.3 39 36 9.8 +6.2
MNRS Grayscale Bitcoin Miners ETF 3.2 59 16 -3.0 -6.6
AKRE Akre Focus ETF 3.1 106 -31 4.4 +0.8
FDFF Fidelity Disruptive Finance ETF 3.1 50 25 5.7 +2.1
ADIV SmartETFs Asia Pacific Dividend Builder ETF 3.1 78 -3 10.3 +6.7
GVLU Gotham 1000 Value ETF 3.1 50 25 8.4 +4.9
MISL First Trust Indxx Aerospace & Defense ETF 3.0 60 15 1.7 -1.9
ITA iShares U.S. Aerospace & Defense ETF 3.0 40 35 1.5 -2.1
XAR State Street SPDR S&P Aerospace & Defense ETF 3.0 35 40 1.8 -1.8
NATO Themes Transatlantic Defense ETF 3.0 35 40 1.8 -1.8
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 3.0 60 15 7.9 +4.3
KCE State Street SPDR S&P Capital Markets ETF 3.0 35 40 6.5 +2.9
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 3.0 75 0 6.5 +2.9
FDHT Fidelity Digital Health ETF 2.9 39 36 1.7 -1.9
RDIV Invesco S&P Ultra Dividend Revenue ETF 2.9 39 36 9.9 +6.3
IYZ iShares U.S. Telecommunications ETF 2.9 40 35 6.1 +2.6
XTL State Street SPDR S&P Telecom ETF 2.9 35 40 2.0 -1.6
FMTM MarketDesk Focused U.S. Momentum ETF 2.9 45 30 5.2 +1.6
BIBL Inspire 100 ETF 2.9 35 40 4.7 +1.1
SPIT F/m Emerald Special Situations ETF 2.9 105 -30 -0.6 -4.2
ETEC iShares Breakthrough Environmental Solutions ETF 2.8 47 28 2.9 -0.7
AESR Anfield U.S. Equity Sector Rotation ETF 2.8 108 -33 3.3 -0.3
BITQ Bitwise Crypto Industry Innovators ETF 2.8 85 -10 -2.5 -6.1
LQPE PEO AlphaQuest Thematic PE ETF 2.8 125 -50 5.3 +1.7
EIPI FT Energy Income Partners Enhanced Income ETF 2.8 110 -35 5.3 +1.7
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 2.8 40 35 5.6 +2.0
SRHQ SRH U.S. Quality ETF 2.7 35 40 6.7 +3.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 2.7 54 21 5.8 +2.2
PKW Invesco Buyback Achievers ETF 2.7 62 13 7.5 +4.0
POW VistaShares Electrification Supercycle ETF 2.7 75 0 2.4 -1.1
CWS AdvisorShares Focused Equity ETF 2.7 84 -9 4.9 +1.3
EIPX FT Energy Income Partners Strategy ETF 2.6 95 -20 5.7 +2.2
PEY Invesco High Yield Equity Dividend Achievers ETF 2.6 52 23 9.4 +5.8
XBI State Street SPDR S&P Biotech ETF 2.6 35 40 -2.3 -5.8
CVAR Cultivar ETF 2.6 87 -12 7.2 +3.6
SYLD Cambria Shareholder Yield ETF 2.6 59 16 10.7 +7.1
SMOG VanEck Low Carbon Energy ETF 2.5 61 14 1.3 -2.3
FPX First Trust US Equity Opportunities ETF 2.5 61 14 1.0 -2.6
JETS U.S. Global Jets ETF 2.5 60 15 2.8 -0.8
HYP Golden Eagle Dynamic Hypergrowth ETF 2.5 85 -10 -0.8 -4.4
GDFN Tema International Defense Innov ETF 2.4 75 0 2.9 -0.7
FDRV Fidelity Electric Vehicles and Future Transportation ETF 2.4 39 36 1.2 -2.4
FDIG Fidelity Crypto Industry and Digital Payments ETF 2.4 39 36 -1.4 -5.0
HTEC ROBO Global Healthcare Technology and Innovation ETF 2.4 68 7 2.5 -1.0
MDEV First Trust Indxx Medical Devices ETF 2.4 70 5 4.9 +1.3
HELX Franklin Genomic Advancements ETF 2.3 50 25 -1.4 -5.0
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.3 60 15 1.4 -2.2
ROKT State Street SPDR S&P Kensho Final Frontiers ETF 2.3 45 30 0.9 -2.7
BATT Amplify Lithium & Battery Technology ETF 2.3 59 16 2.0 -1.6
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 2.3 40 35 4.3 +0.8
FLDZ RiverNorth Patriot ETF 2.2 75 0 5.8 +2.2
AWAY ETFMG Travel Tech ETF 2.2 76 -1 1.2 -2.4
BUL Pacer US Cash Cows Growth ETF 2.2 60 15 3.5 -0.1
GNOM Global X Genomics & Biotechnology ETF 2.2 50 25 -2.9 -6.5
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.2 75 0 2.5 -1.1
POWR iShares U.S. Power Infrastructure ETF 2.2 40 35 4.0 +0.4
SNSR Global X Internet of Things ETF 2.2 68 7 4.3 +0.8
LOUP Innovator Deepwater Frontier Tech ETF 2.1 70 5 1.2 -2.4
NVIR Horizon Kinetics Energy and Remediation ETF 2.1 85 -10 5.1 +1.5
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 2.1 47 28 5.0 +1.4
DIV Global X SuperDividend US ETF 2.0 45 30 9.8 +6.2
WBIY WBI Power Factor High Dividend ETF 2.0 100 -25 12.4 +8.9
LYLD Cambria Large Cap Shareholder Yield ETF 2.0 59 16 8.5 +4.9
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 2.0 41 34 5.0 +1.5
FXG First Trust Consumer Staples AlphaDEX Fund 1.9 63 12 8.0 +4.4
EV Mast Global Battery Recycling & Production ETF 1.9 65 10 6.2 +2.7
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 1.9 72 3 2.2 -1.4
ACES ALPS Clean Energy ETF 1.9 55 20 -2.7 -6.3
FTXR First Trust Nasdaq Transportation ETF 1.9 60 15 7.4 +3.8
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 1.9 58 17 -2.1 -5.6
LIT Global X Lithium & Battery Tech ETF 1.9 75 0 5.2 +1.6
IDRV iShares Self-driving EV & Tech ETF 1.9 47 28 1.3 -2.3
CGRO CoreValues Alpha Greater China Growth ETF 1.9 75 0 4.6 +1.1
BCOR Grayscale Bitcoin Adopters ETF 1.9 59 16 2.1 -1.5
HOMZ Hoya Capital Housing ETF 1.9 30 45 10.7 +7.1
BLES Inspire Global Hope ETF 1.8 61 14 6.1 +2.5
UFO Procure Space ETF 1.8 75 0 0.0 -3.5
WCLD WisdomTree Cloud Computing Fund 1.8 45 30 1.6 -1.9
FFTY Innovator IBD 50 ETF 1.7 80 -5 0.0 -3.5
KNO AXS Knowledge Leaders ETF 1.7 78 -3 4.7 +1.1
SRVR Pacer Data & Infrastructure Real Estate ETF 1.7 55 20 4.0 +0.4
BEDZ AdvisorShares Hotel ETF 1.7 100 -25 5.8 +2.2
RSHO Tema American Reshoring ETF 1.7 75 0 3.9 +0.3
SHLD Global X Defense Tech ETF 1.7 50 25 2.5 -1.1
JEDI Defiance Drone and Modern Warfare ETF 1.7 69 6 1.3 -2.3
VCLN Virtus Duff & Phelps Clean Energy ETF 1.6 59 16 2.6 -1.0
FAN First Trust Global Wind Energy ETF 1.6 60 15 2.8 -0.8
TPHD Timothy Plan High Dividend Stock ETF 1.6 52 23 6.0 +2.5
IHI iShares U.S. Medical Devices ETF 1.6 40 35 4.5 +0.9
XHE State Street SPDR S&P Health Care Equipment ETF 1.6 35 40 3.9 +0.3
SAGP Strategas Global Policy Opportunities ETF 1.6 65 10 4.8 +1.2
FTXG First Trust Nasdaq Food & Beverage ETF 1.6 60 15 7.6 +4.0
VAMO Cambria Value & Momentum ETF 1.6 61 14 5.1 +1.6
PBW Invesco WilderHill Clean Energy ETF 1.5 66 9 -3.3 -6.8
ECML Euclidean Fundamental Value ETF 1.4 95 -20 9.1 +5.6
IBBQ Invesco Nasdaq Biotechnology ETF 1.4 19 56 0.3 -3.3
PBE Invesco Biotechnology & Genome ETF 1.4 58 17 1.9 -1.7
BBP Virtus LifeSci Biotech Products ETF 1.4 79 -4 -4.3 -7.9
FBT First Trust NYSE Arca Biotechnology Index Fund 1.4 56 19 2.7 -0.9
BBH VanEck Biotech ETF 1.4 35 40 5.2 +1.6
IBB iShares Biotechnology ETF 1.4 45 30 -0.5 -4.1
BNGE First Trust S-Network Streaming and Gaming ETF 1.4 70 5 3.0 -0.6
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.3 25 50 11.8 +8.2
WDIV SPDR S&P Global Dividend ETF 1.3 40 35 9.4 +5.8
IVRA Invesco Real Assets ESG ETF 1.3 59 16 6.2 +2.6
IFRA iShares U.S. Infrastructure ETF 1.3 30 45 5.8 +2.2
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 1.2 79 -4 4.1 +0.5
ZAP Global X U.S. Electrification ETF 1.2 50 25 3.4 -0.1
PKB Invesco Building & Construction ETF 1.2 62 13 3.6 +0.0
ITB iShares U.S. Home Construction ETF 1.2 40 35 12.3 +8.7
XHB State Street SPDR S&P Homebuilders ETF 1.2 35 40 11.4 +7.9
SSUS Day Hagan/Ned Davis Research Smart Sector ETF 1.2 79 -4 3.9 +0.3
PRNT 3D Printing ETF 1.2 66 9 1.5 -2.1
DGLO First Trust RBA Deglobalization ETF 1.2 70 5 5.5 +1.9
ARKG ARK Genomic Revolution ETF 1.1 75 0 -1.8 -5.4
ABLD Abacus FCF Real Assets Leaders ETF 1.1 69 6 6.3 +2.7
HWAY Themes US Infrastructure ETF 1.1 29 46 5.0 +1.4
BULD Pacer BlueStar Engineering the Future ETF 1.1 60 15 0.5 -3.1
PAWZ ProShares Pet Care ETF 1.0 50 25 3.9 +0.3
IDNA iShares Genomics Immunology and Healthcare ETF 1.0 47 28 -0.3 -3.8
IMCV iShares Morningstar Mid-Cap Value ETF 1.0 6 69 7.3 +3.7
TOKE Cambria Cannabis ETF 1.0 42 33 1.0 -2.6
FRNW Fidelity Clean Energy ETF 1.0 39 36 1.9 -1.7
NUKZ Range Nuclear Renaissance Index ETF 1.0 85 -10 1.3 -2.2
CCSO Carbon Collective Climate Solutions US Equity ETF 1.0 35 40 1.0 -2.6
TNUK Tortoise Nuclear Renaissance ETF 1.0 75 0 0.7 -2.9
FEOE First Eagle Overseas Equity ETF 0.9 79 -4 6.3 +2.8
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 0.9 40 35 8.2 +4.6
AVRE Avantis Real Estate ETF 0.9 17 58 7.2 +3.6
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 0.9 11 64 7.6 +4.0
FPRO Fidelity Real Estate Investment ETF 0.9 59 16 6.4 +2.9
FREL Fidelity MSCI Real Estate Index ETF 0.9 8 67 7.4 +3.8
RDOG ALPS REIT Dividend Dogs ETF 0.9 35 40 13.4 +9.8
DFAR Dimensional US Real Estate ETF 0.9 19 56 7.7 +4.1
DFGR Dimensional Global Real Estate ETF 0.9 22 53 7.4 +3.9
FRI First Trust S&P REIT Index Fund 0.9 50 25 6.9 +3.4
DESK VanEck Office and Commercial REIT ETF 0.9 50 25 16.6 +13.1
SCHH Schwab U.S. REIT ETF 0.9 7 68 7.7 +4.1
ERET iShares Environmentally Aware Real Estate ETF 0.9 30 45 7.1 +3.5
ICF iShares Cohen & Steers REIT ETF 0.9 33 42 7.6 +4.0
IYR iShares U.S. Real Estate ETF 0.9 40 35 7.3 +3.7
REET iShares Global REIT ETF 0.9 14 61 7.4 +3.8
USRT iShares Core U.S. REIT ETF 0.9 8 67 7.4 +3.9
RWO SPDR Dow Jones Global Real Estate ETF 0.9 50 25 6.6 +3.1
RWR State Street SPDR Dow Jones REIT ETF 0.9 25 50 7.2 +3.6
XLRE Real Estate Select Sector SPDR 0.9 8 67 7.6 +4.0
NETL NETLease Corporate Real Estate ETF 0.9 60 15 7.9 +4.3
RIET Hoya Capital High Dividend Yield ETF 0.9 50 25 14.5 +10.9
IRET iREIT - MarketVector Quality REIT Index ETF 0.9 60 15 6.4 +2.9
VNQ Vanguard Real Estate ETF 0.9 13 62 7.2 +3.6
VOT Vanguard Mid-Cap Growth ETF 0.9 7 68 3.4 -0.2
ITOL Tema International Durable Quality ETF 0.9 60 15 5.2 +1.6
IMCB iShares Morningstar Mid-Cap ETF 0.8 4 71 5.6 +2.1
CVY Invesco Zacks Multi-Asset Income ETF 0.8 106 -31 10.5 +7.0
OTGL OTG Latin America ETF 0.8 269 -194 7.3 +3.7
IHF iShares U.S. Healthcare Providers ETF 0.8 40 35 8.7 +5.1
XHS State Street SPDR S&P Health Care Services ETF 0.8 35 40 4.3 +0.7
CCNR ALPS CoreCommodity Natural Resources ETF 0.8 39 36 8.0 +4.4
EMLP First Trust North American Energy Infrastructure Fund 0.8 95 -20 4.6 +1.0
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.8 56 19 10.0 +6.4
LBO WHITEWOLF Publicly Listed Private Equity ETF 0.7 70 5 9.5 +5.9
PPTY US Diversified Real Estate ETF 0.7 53 22 8.1 +4.5
PUI Invesco Dorsey Wright Utilities Momentum ETF 0.7 60 15 4.3 +0.7
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 0.7 75 0 5.9 +2.3
RSPU Invesco S&P 500 Equal Weight Utilities ETF 0.7 40 35 4.9 +1.3
FUTY Fidelity MSCI Utilities Index ETF 0.7 8 67 4.7 +1.1
UTES Virtus Reaves Utilities ETF 0.7 49 26 3.6 +0.1
IQRA IQ CBRE Real Assets ETF 0.7 65 10 5.9 +2.3
FPWR First Trust EIP Power Solutions ETF 0.7 96 -21 4.3 +0.7
FXU First Trust Utilities AlphaDEX Fund 0.7 64 11 5.1 +1.5
IDU iShares U.S. Utilities ETF 0.7 40 35 4.2 +0.6
IGF iShares Global Infrastructure ETF 0.7 41 34 4.1 +0.6
JXI iShares Global Utilities ETF 0.7 43 32 4.9 +1.3
GII SPDR S&P Global Infrastructure ETF 0.7 40 35 4.2 +0.6
XLU Utilities Select Sector SPDR 0.7 8 67 4.6 +1.0
VPU Vanguard Utilities ETF 0.7 9 66 4.7 +1.1
IMCG iShares Morningstar Mid-Cap Growth ETF 0.7 6 69 3.7 +0.2
VO Vanguard Mid-Cap ETF 0.7 4 71 5.6 +2.0
IWS iShares Russell Mid-Cap Value ETF 0.6 23 52 6.5 +2.9
DAT ProShares Big Data Refiners ETF 0.6 58 17 3.7 +0.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.6 39 36 2.5 -1.1
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.6 30 45 6.7 +3.1
DIHP Dimensional International High Profitability ETF 0.6 29 46 5.9 +2.3
DXIV Dimensional International Vector Equity ETF 0.6 34 41 6.7 +3.2
PAVE Global X U.S. Infrastructure Development ETF 0.6 47 28 4.5 +0.9
IBAT iShares Energy Storage & Materials ETF 0.6 47 28 2.0 -1.6
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 0.6 65 10 0.6 -2.9
HEAL Global X HealthTech ETF 0.6 50 25 -1.6 -5.1
IYT iShares US Transportation ETF 0.5 40 35 4.8 +1.3
XTN State Street SPDR S&P Transportation ETF 0.5 35 40 3.9 +0.3
KBWP Invesco KBW Property & Casualty Insurance ETF 0.5 35 40 7.3 +3.7
IAK iShares U.S. Insurance ETF 0.5 40 35 7.2 +3.6
KIE State Street SPDR S&P Insurance ETF 0.5 35 40 7.1 +3.5
IWR iShares Russell Midcap ETF 0.5 19 56 5.7 +2.1
MAKX ProShares S&P Kensho Smart Factories ETF 0.4 58 17 1.6 -2.0
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 0.4 60 15 4.1 +0.5
RSPM Invesco S&P 500 Equal Weight Materials ETF 0.4 40 35 5.5 +1.9
FMAT Fidelity MSCI Materials Index ETF 0.4 8 67 5.0 +1.4
SETM Sprott Energy Transition Materials ETF 0.4 65 10 1.6 -2.0
FTRI First Trust Indxx Global Natural Resources Income ETF 0.4 70 5 6.1 +2.5
FXZ First Trust Materials AlphaDEX Fund 0.4 61 14 6.9 +3.4
GMET VanEck Green Metals ETF 0.4 63 12 0.3 -3.3
COPX Global X Copper Miners ETF 0.4 65 10 4.4 +0.8
ICOP iShares Copper and Metals Mining ETF 0.4 47 28 5.7 +2.2
IYM iShares U.S. Basic Materials ETF 0.4 40 35 4.5 +0.9
MXI iShares Global Materials ETF 0.4 41 34 5.9 +2.4
PICK iShares MSCI Global Metals & Mining Producers ETF 0.4 39 36 8.4 +4.9
XLB Materials Select Sector SPDR 0.4 8 67 5.4 +1.9
XME State Street SPDR S&P Metals & Mining ETF 0.4 35 40 5.3 +1.7
AGMI Themes Silver Miners ETF 0.4 35 40 3.7 +0.1
COPA Themes Copper Miners ETF 0.4 35 40 3.4 -0.2
VAW Vanguard Materials ETF 0.4 9 66 5.0 +1.4
QNXT iShares Nasdaq-100 ex Top 30 ETF 0.4 20 55 4.5 +1.0
TTAI FCF International Quality ETF 0.4 59 16 6.6 +3.0
COPY Tweedy, Browne Insider + Value ETF 0.4 80 -5 15.7 +12.2
PTH Invesco Dorsey Wright Healthcare Momentum ETF 0.4 60 15 -1.7 -5.3
FINX Global X FinTech ETF 0.4 68 7 3.2 -0.3
GQRE FlexShares Global Quality Real Estate Index Fund 0.4 45 30 7.6 +4.1
FNDA Schwab Fundamental US Small Co. Index ETF 0.2 25 50 6.6 +3.0
APIE ActivePassive International Equity ETF 0.2 45 30 6.7 +3.1
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 10 0.0 -3.6

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 3.6 %
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.