VanEck Oil Services ETF
ALTAR
Score™		 4.9% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 15.0x P/Sales
ratio		 1.0x
P/BV
ratio		 1.3x Div.
yield		 3.1%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
VanEck Vectors Oil Service ETF is an exchange-traded fund incorporated in the USA. The Fund seeks to track the performance results of the US Listed Oil Services 25 Index.

FUND BASICS
Category US Equities
Fund Sponsor Van Eck Associates Corp
Website www.vaneck.com
Inception date Dec 20, 2011
Assets (mns) $949
Currency USD
Expense ratio 35 bp
Distributions Annually

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian Bank of New York Mellon
Weighting Market Cap
Index replication n/a
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 26
Wgt avg mkt cap (mns) $17,702
Large cap (>$10bn) 58.9%
Mid cap ($2-10bn) 28.4%
Small cap (<$2bn) 12.7%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
SCHLUMBERGER LTD 22.4 %
BAKER HUGHES COMPANY CLASS A 15.4 %
HALLIBURTON CO 6.8 %
TECHNIPFMC PLC 5.6 %
TENARIS SA-ADR 4.7 %
NOBLE CORP PLC 4.4 %
WEATHERFORD INTERNATIONAL PLC 4.4 %
NATIONAL OILWELL VARCO INC 4.1 %
VALARIS LTD 4.1 %
TRANSOCEAN LTD 3.7 %
Total 75.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 66.3 %
BRITAIN 5.6 %
LUXEMBOURG 4.7 %
SWITZERLAND 3.7 %
NETHERLANDS 1.5 %
BERMUDA 0.9 %





HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-5.3% -12.2% 17.0% -7.0% -5.9%

Market Correlations
versus... Beta R-squared
S&P500 1.26 26%
MSCI EAFE 0.98 18%
MSCI Emg. Mkts. 0.28 2%

Technical Indicators
Recent close $256.41
30d moving avg. $246.34
Annualized volatility 37.4%
Short interest (ETF) 66.4%
Short interest (Underlying) 5.3%
Relative strength (RSI) 57

Liquidity measures
Avg. volume (thou.) 344
Turnover 9.3%
Bid/Ask (% of price) 0.07%
ADV underlying (mns) $1,346

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 451 potential alternatives to the VanEck Oil Services ETF ETF based on the alternatives' overlap in portfolio holdings with OIH. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: OIH Expense: 35 bp ALTAR Score™: 4.9%


ALTERNATIVE ETFs BASED ON OVERLAP WITH OIH
Ticker Fund
Name		 Overlap1
vs OIH
(%)		 Expense
ratio
(bp)		 Savings
vs OIH
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs OIH
(%)
IEZ iShares U.S. Oil Equipment & Services ETF 67.9 40 -5 5.0 +0.2
XES SPDR S&P Oil & Gas Equipment & Services ETF 48.6 35 0 3.4 -1.5
PXJ Invesco Oil & Gas Services ETF 40.1 63 -28 4.8 -0.1
PSCE Invesco S&P SmallCap Energy ETF 16.0 29 6 11.2 +6.4
RSPG Invesco S&P 500 Equal Weight Energy ETF 15.0 40 -5 10.7 +5.8
FXN First Trust Energy AlphaDEX Fund 13.0 62 -27 13.9 +9.0
EQRR ProShares Equities for Rising Rates ETF 9.7 35 0 8.1 +3.2
FTXN First Trust Nasdaq Oil & Gas ETF 9.7 60 -25 12.4 +7.5
FENY Fidelity MSCI Energy Index ETF 8.7 8 27 9.0 +4.1
VDE Vanguard Energy ETF 8.6 9 26 8.8 +4.0
XLE Energy Select Sector SPDR Fund 8.5 8 27 9.0 +4.1
IYE iShares U.S. Energy ETF 8.2 40 -5 8.9 +4.0
GRPZ Invesco S&P SmallCap 600 GARP ETF 5.6 35 0 7.3 +2.5
CCNR ALPS CoreCommodity Natural Resources ETF 5.6 39 -4 10.7 +5.8
IGE iShares North American Natural Resources ETF 5.3 41 -6 7.4 +2.5
COWS Amplify Cash Flow Dividend Leaders ETF 5.2 0 35 11.9 +7.0
ROKT SPDR S&P Kensho Final Frontiers ETF 5.2 45 -10 2.0 -2.9
EIPX FT Energy Income Partners Strategy ETF 5.0 95 -60 7.5 +2.7
QDIV Global X S&P 500 Quality Dividend ETF 4.9 20 15 8.8 +3.9
FLOW Global X U.S. Cash Flow Kings 100 ETF 4.7 25 10 11.0 +6.1
SLX VanEck Steel ETF 4.6 56 -21 14.9 +10.0
NDIV Amplify Natural Resources Dividend Income ETF 4.4 59 -24 13.8 +8.9
IXC iShares Global Energy ETF 4.4 44 -9 10.1 +5.2
FTGS First Trust Growth Strength ETF 4.3 60 -25 5.0 +0.1
PXI Invesco Dorsey Wright Energy Momentum ETF 4.3 60 -25 7.0 +2.2
FTDS First Trust Dividend Strength ETF 4.3 70 -35 7.7 +2.8
QVAL Alpha Architect US Quantitative Value ETF 4.1 39 -4 9.6 +4.8
FYT First Trust Small Cap Value AlphaDEX Fund 4.1 73 -38 10.5 +5.7
SPGP Invesco S&P 500 GARP ETF 3.8 34 1 6.5 +1.7
NANR SPDR S&P North American Natural Resources ETF 3.6 35 0 7.7 +2.8
SPDV AAM S&P 500 High Dividend Value ETF 3.5 29 6 10.5 +5.6
CALF Pacer US Small Cap Cash Cows 100 ETF 3.4 59 -24 10.6 +5.8
COWZ Pacer US Cash Cows 100 ETF 3.3 49 -14 9.5 +4.6
SFLO VictoryShares Small Cap Free Cash Flow ETF 3.3 49 -14 11.2 +6.3
SHRY First Trust Bloomberg Shareholder Yield ETF 3.2 60 -25 8.1 +3.3
MVPA Miller Value Partners Appreciation ETF 3.2 60 -25 9.2 +4.4
RBLD First Trust Alerian US NextGen Infrastructure ETF 3.1 65 -30 5.0 +0.1
VFLO VictoryShares Free Cash Flow ETF 3.0 39 -4 10.4 +5.5
AVIE Avantis  Inflation Focused Equity ETF 2.9 25 10 7.3 +2.5
NVIR Horizon Kinetics Energy and Remediation ETF 2.9 85 -50 6.8 +2.0
AVMV Avantis U.S. Mid Cap Value ETF 2.9 20 15 8.7 +3.9
SCHD Schwab US Dividend Equity ETF 2.7 6 29 9.8 +4.9
ONEY SPDR Russell 1000 Yield Focus ETF 2.7 20 15 9.6 +4.7
CVY Invesco Zacks Multi-Asset Income ETF 2.6 106 -71 12.3 +7.4
SIXS ETC 6 Meridian Small Cap Equity ETF 2.6 89 -54 9.8 +5.0
FDLS Inspire Fidelis Multi Factor ETF 2.5 76 -41 5.0 +0.2
FFSM Fidelity Fundamental Small-Mid Cap ETF 2.5 43 -8 6.1 +1.3
IQM Franklin Intelligent Machines ETF 2.5 50 -15 2.0 -2.9
TXS Texas Capital Texas Equity Index ETF 2.5 49 -14 5.6 +0.8
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 2.4 60 -25 9.2 +4.4
TPHD Timothy Plan High Dividend Stock ETF 2.4 52 -17 7.1 +2.3
TPHE Timothy Plan High Dividend Stock Enhanced ETF 2.4 54 -19 7.1 +2.3
PY Principal Value ETF 2.4 15 20 7.2 +2.4
SWP SWP Growth & Income ETF 2.4 99 -64 4.0 -0.9
AIEQ AI Powered Equity ETF 2.3 75 -40 3.7 -1.1
AVUV Avantis U.S. Small Cap Value ETF 2.2 25 10 9.7 +4.8
NULV Nuveen ESG Large-Cap Value ETF 2.2 26 9 6.3 +1.5
NUMV Nuveen ESG Mid-Cap Value ETF 2.2 31 4 7.0 +2.1
FYX First Trust Small Cap Core AlphaDEX Fund 2.1 61 -26 5.9 +1.0
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 2.1 60 -25 4.6 -0.2
BSVO EA Bridgeway Omni Small-Cap Value ETF 2.0 47 -12 8.9 +4.0
EIPI FT Energy Income Partners Enhanced Income ETF 2.0 110 -75 6.4 +1.5
SMRI Bushido Capital US Equity ETF 2.0 71 -36 9.5 +4.7
FAB First Trust Multi Cap Value AlphaDEX Fund 2.0 67 -32 9.9 +5.0
SURE AdvisorShares Insiders Advantage ETF 2.0 90 -55 9.5 +4.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.9 65 -30 2.0 -2.9
VRAI Virtus Real Asset Income ETF 1.8 55 -20 10.0 +5.2
NUSC Nuveen ESG Small-Cap ETF 1.8 31 4 5.3 +0.5
FTA First Trust Large Cap Value AlphaDEX Fund 1.8 59 -24 8.9 +4.1
VOE Vanguard Mid-Cap Value ETF 1.8 7 28 7.6 +2.8
PEXL Pacer US Export Leaders ETF 1.7 60 -25 4.5 -0.3
IBOT Vaneck Robotics ETF 1.7 47 -12 4.3 -0.6
CNRG SPDR S&P Kensho Clean Power ETF 1.6 45 -10 0.9 -3.9
IMCV iShares Morningstar Mid-Cap Value ETF 1.6 6 29 8.1 +3.3
RDVY First Trust Rising Dividend Achievers ETF 1.6 50 -15 6.8 +1.9
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 1.6 38 -3 9.9 +5.0
JGLO JPMorgan Global Select Equity ETF 1.5 33 2 5.0 +0.1
FITE SPDR S&P Kensho Future Security ETF 1.5 45 -10 1.6 -3.3
DFSV Dimensional US Small Cap Value ETF 1.5 31 4 10.0 +5.2
GVLU Gotham 1000 Value ETF 1.5 50 -15 8.9 +4.1
FEGE First Eagle Global Equity ETF 1.5 79 -44 6.8 +1.9
LRGC AB US Large Cap Strategic Equities ETF 1.5 48 -13 4.4 -0.5
CSMD Congress SMid Growth ETF 1.5 69 -34 3.9 -1.0
VFVA Vanguard U.S. Value Factor ETF 1.4 13 22 10.8 +6.0
RFV Invesco S&P Midcap 400 Pure Value ETF 1.4 35 0 12.9 +8.0
OSCV Opus Small Cap Value ETF 1.4 79 -44 6.5 +1.7
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.4 75 -40 2.8 -2.1
GRPM Invesco S&P MidCap 400 GARP ETF 1.4 35 0 7.5 +2.7
DURA VanEck Durable High Dividend ETF 1.4 29 6 8.6 +3.8
AVSC Avantis U.S Small Cap Equity ETF 1.3 25 10 5.5 +0.7
BIBL Inspire 100 ETF 1.3 35 0 5.1 +0.3
RAYD Rayliant Quantitative Developed Market Equity ETF 1.3 80 -45 4.4 -0.5
SIMS SPDR S&P Kensho Intelligent Structures ETF 1.3 45 -10 5.2 +0.4
CGUS Capital Group Core Equity ETF 1.3 33 2 4.3 -0.6
FDWM Fidelity Women's Leadership ETF 1.3 59 -24 4.8 -0.0
HAPS Harbor Human Capital Factor US Small Cap ETF 1.3 60 -25 3.9 -0.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.3 39 -4 9.5 +4.7
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.3 60 -25 7.5 +2.6
FFND Future Fund Active ETF 1.3 100 -65 4.2 -0.6
NUDV Nuveen ESG Dividend ETF 1.2 26 9 7.6 +2.8
DES WisdomTree U.S. SmallCap Dividend Fund 1.2 38 -3 9.3 +4.4
XSHQ Invesco S&P SmallCap Quality ETF 1.2 29 6 7.2 +2.4
DFLV Dimensional US Large Cap Value ETF 1.2 22 13 7.7 +2.9
SPVU Invesco S&P 500 Enhanced Value ETF 1.2 13 22 10.0 +5.2
SFYX SoFi Next 500 ETF 1.2 0 35 5.7 +0.9
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.2 60 -25 9.4 +4.5
PRAY FIS Christian Stock Fund 1.2 69 -34 5.2 +0.3
AVLV Avantis U.S. Large Cap Value ETF 1.2 15 20 7.7 +2.9
TAX Cambria Tax Aware ETF 1.2 49 -14 5.0 +0.1
IJT iShares S&P Small-Cap 600 Growth ETF 1.2 18 17 5.5 +0.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.2 15 20 6.0 +1.1
FFOX FundX Future Fund Opportunities ETF 1.1 100 -65 4.2 -0.7
FSST Fidelity Sustainable U.S. Equity ETF 1.1 59 -24 4.3 -0.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.1 35 0 4.2 -0.7
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 1.1 58 -23 4.2 -0.7
CGGR Capital Group Growth ETF 1.1 39 -4 3.1 -1.8
GNR SPDR S&P Global Natural Resources ETF 1.1 40 -5 10.9 +6.0
DFAT Dimensional U.S. Targeted Value ETF 1.1 28 7 9.2 +4.4
EQAL Invesco Russell 1000 Equal Weight ETF 1.1 20 15 6.8 +1.9
FESM Fidelity Enhanced Small Cap ETF 1.1 28 7 7.2 +2.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.1 10 25 5.6 +0.8
SLYG SPDR S&P 600 Small Cap Growth ETF 1.1 15 20 5.5 +0.7
QUAL iShares MSCI USA Quality Factor ETF 1.1 15 20 5.4 +0.6
EES WisdomTree U.S. SmallCap Fund 1.1 38 -3 8.7 +3.8
WLDR Affinity World Leaders Equity ETF 1.1 67 -32 7.4 +2.5
VFMF Vanguard U.S. Multifactor ETF 1.1 18 17 7.9 +3.0
IJK iShares S&P Mid-Cap 400 Growth ETF 1.1 17 18 5.9 +1.0
SPVM Invesco S&P 500 Value with Momentum ETF 1.1 39 -4 7.5 +2.7
QNXT iShares Nasdaq-100 ex Top 30 ETF 1.1 20 15 4.4 -0.5
EQIN Columbia US Equity Income ETF 1.1 35 0 6.8 +2.0
EBLU Ecofin Global Water ESG Fund 1.0 40 -5 4.3 -0.6
SQLV Royce Quant Small-Cap Quality Value ETF 1.0 60 -25 9.4 +4.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.0 35 0 4.1 -0.8
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.0 15 20 5.9 +1.0
DSTL Distillate US Fundamental Stability & Value ETF 1.0 39 -4 8.2 +3.4
ONEO SPDR Russell 1000 Momentum Focus ETF 1.0 20 15 7.0 +2.1
VO Vanguard Mid-Cap ETF 1.0 4 31 5.7 +0.9
IMCB iShares Morningstar Mid-Cap ETF 1.0 4 31 6.1 +1.2
AUSF Global X Adaptive U.S. Factor ETF 1.0 27 8 8.8 +3.9
ISMD Inspire Small/Mid Cap ETF 1.0 54 -19 5.5 +0.7
IWN iShares Russell 2000 Value ETF 1.0 24 11 7.3 +2.4
VTWV Vanguard Russell 2000 Value ETF 1.0 10 25 7.3 +2.4
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.0 35 0 9.1 +4.3
IJR iShares Core S&P Small Cap ETF 1.0 6 29 7.6 +2.8
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.0 55 -20 10.1 +5.2
SSPY Syntax Stratified LargeCap ETF 1.0 30 5 6.7 +1.9
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.0 52 -17 5.6 +0.7
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.0 58 -23 5.5 +0.7
VBK Vanguard Small-Cap Growth ETF 1.0 7 28 1.9 -2.9
RFFC ALPS Active Equity Opportunity ETF 1.0 48 -13 4.4 -0.5
SHUS Syntax Stratified U.S. Total Market Hedged ETF 1.0 65 -30 6.4 +1.5
FDG American Century Focused Dynamic Growth ETF 0.9 45 -10 1.9 -2.9
DFUV Dimensional US Marketwide Value ETF 0.9 22 13 7.5 +2.6
VIOO Vanguard S&P Small-Cap 600 ETF 0.9 7 28 7.6 +2.8
RNIN Bushido Capital US SMID Cap Equity ETF 0.9 70 -35 10.3 +5.4
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.9 59 -24 6.2 +1.3
IWS iShares Russell Mid-Cap Value ETF 0.9 23 12 6.8 +1.9
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.9 3 32 7.6 +2.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.9 29 6 8.2 +3.3
FEX First Trust Large Cap Core AlphaDEX Fund 0.9 59 -24 5.8 +1.0
FNDA Schwab Fundamental US Small Co. Index ETF 0.9 25 10 8.2 +3.4
JOET Virtus Terranova US Quality Momentum ETF 0.9 29 6 4.7 -0.2
NULC Nuveen ESG Large-Cap ETF 0.9 21 14 4.7 -0.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.9 14 21 4.8 -0.0
EZM WisdomTree U.S. MidCap Fund 0.9 38 -3 9.1 +4.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.9 15 20 7.8 +3.0
SNPV Xtrackers S&P 500 Value ESG ETF 0.9 15 20 6.7 +1.9
PTL Inspire 500 ETF 0.9 9 26 5.2 +0.3
EBI Longview Advantage ETF 0.9 35 0 6.5 +1.7
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.8 35 0 5.3 +0.5
ABFL Abacus FCF Leaders ETF 0.8 59 -24 5.2 +0.4
KOMP SPDR S&P Kensho New Economies Composite ETF 0.8 20 15 2.4 -2.4
ISCV iShares Morningstar Small Cap Value ETF 0.8 6 29 9.3 +4.4
PRXV Praxis Impact Large Cap Value ETF 0.8 36 -1 6.5 +1.6
PSET Principal Quality ETF 0.8 15 20 5.3 +0.5
IJS iShares S&P Small-Cap 600 Value ETF 0.8 18 17 9.7 +4.9
DIVB iShares Core Dividend ETF 0.8 5 30 8.1 +3.3
SVAL iShares US Small Cap Value Factor ETF 0.8 20 15 10.3 +5.5
HDV iShares Core High Dividend ETF 0.8 8 27 7.3 +2.4
RND First Trust Bloomberg R&D Leaders ETF 0.8 60 -25 3.6 -1.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.8 24 11 8.1 +3.3
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.7 30 5 13.1 +8.2
DEEP Roundhill Acquirers Deep Value ETF 0.7 80 -45 16.8 +11.9
RNSC Furst Trust Small Cap US Equity Select ETF 0.7 60 -25 6.0 +1.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.7 10 25 9.7 +4.9
SLYV SPDR S&P 600 Small Cap Value ETF 0.7 15 20 9.7 +4.9
FUNL CornerCap Fundametrics Large-Cap ETF 0.7 50 -15 7.2 +2.3
DIVG Invesco S&P 500 High Dividend Growers ETF 0.7 39 -4 8.4 +3.6
IJH iShares Core S&P Mid-Cap ETF 0.7 5 30 7.3 +2.5
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.7 17 18 5.7 +0.8
BFOR ALPS Barron's 400 ETF 0.7 65 -30 6.0 +1.1
JHMM John Hancock Multifactor Mid Cap ETF 0.7 42 -7 6.4 +1.5
CGGO Capital Group Global Growth Equity ETF 0.7 47 -12 4.6 -0.2
YALL God Bless America ETF 0.7 65 -30 3.6 -1.2
STXK Strive Small-Cap ETF 0.7 18 17 5.8 +1.0
DXUV Dimensional US Vector Equity ETF 0.7 28 7 6.2 +1.3
FNK First Trust Mid Cap Value AlphaDEX Fund 0.7 70 -35 11.0 +6.1
BKSE BNY Mellon US Small Cap Core Equity ETF 0.7 4 31 5.9 +1.0
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.7 3 32 7.3 +2.5
KOCG FIS Knights of Columbus Global Belief ETF 0.7 75 -40 5.2 +0.4
IWR iShares Russell Midcap ETF 0.7 19 16 5.8 +0.9
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.7 35 0 10.0 +5.1
ISCB iShares Morningstar Small-Cap ETF 0.7 4 31 6.2 +1.4
DFAS Dimensional U.S. Small Cap ETF 0.7 26 9 6.4 +1.5
RSSL Global X Russell 2000 ETF 0.7 8 27 4.3 -0.5
DFSU Dimensional US Sustainability Core 1 ETF 0.7 18 17 5.3 +0.5
IWM iShares Russell 2000 ETF 0.7 19 16 4.3 -0.6
VTWO Vanguard Russell 2000 ETF 0.7 7 28 4.3 -0.6
IUS Invesco RAFI Strategic US ETF 0.7 19 16 6.8 +2.0
TTAC FCF US Quality ETF 0.7 59 -24 6.3 +1.5
AVMC Avantis U.S. Mid Cap Equity ETF 0.7 18 17 6.9 +2.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.7 4 31 6.1 +1.3
AVUS Avantis U.S. Equity ETF 0.6 15 20 5.7 +0.8
DSMC Distillate Small/Mid Cash Flow ETF 0.6 55 -20 11.9 +7.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.6 39 -4 5.3 +0.4
VYM Vanguard High Dividend Yield Index ETF 0.6 6 29 7.0 +2.1
TPSC Timothy Plan US Small Cap Core ETF 0.6 52 -17 6.8 +2.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.6 60 -25 5.4 +0.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.6 60 -25 3.9 -0.9
STXV Strive 1000 Value ETF 0.6 18 17 8.0 +3.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.6 35 0 7.7 +2.9
RSP Invesco S&P 500 Equal Weight ETF 0.6 20 15 6.6 +1.8
PSC Principal U.S. Small-Cap ETF 0.6 38 -3 6.8 +1.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.6 9 26 6.1 +1.3
SIZE iShares MSCI USA Size Factor ETF 0.6 15 20 6.1 +1.3
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.6 40 -5 3.7 -1.2
EUSA iShares MSCI USA Equal Weighted ETF 0.6 9 26 6.1 +1.3
ISCG iShares Morningstar Small-Cap Growth ETF 0.6 6 29 2.9 -2.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.6 9 26 4.2 -0.7
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 0.6 15 20 4.1 -0.7
VB Vanguard Small-Cap ETF 0.6 5 30 6.1 +1.3
NIXT Research Affiliates Deletions ETF 0.6 9 26 8.6 +3.8
SMOT VanEck Morningstar SMID Moat ETF 0.6 49 -14 6.6 +1.7
GVUS Marketbeta Russell 1000 Value Equity ETF 0.6 12 23 6.5 +1.7
QDF FlexShares Quality Dividend Index Fund 0.5 37 -2 6.1 +1.3
LCF Touchstone US Large Cap Focused ETF 0.5 69 -34 4.1 -0.7
JGRO JPMorgan Active Growth ETF 0.5 44 -9 3.3 -1.5
FSMD Fidelity Small-Mid Multifactor ETF 0.5 15 20 7.0 +2.2
CFA VictoryShares US 500 Volatility Wtd ETF 0.5 35 0 5.9 +1.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.5 40 -5 5.9 +1.0
VUSE Vident U.S. Equity Strategy ETF 0.5 50 -15 4.5 -0.4
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.5 35 0 7.2 +2.3
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.5 15 20 4.6 -0.3
VFQY Vanguard U.S. Quality Factor ETF 0.5 13 22 6.4 +1.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.5 20 15 5.6 +0.7
SCHM Schwab U.S. Mid-Cap ETF 0.5 4 31 6.6 +1.7
ESIX SPDR S&P SmallCap 600 ESG ETF 0.5 12 23 8.0 +3.1
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.5 24 11 7.7 +2.8
VXF Vanguard Extended Market ETF 0.5 5 30 4.6 -0.2
SUSA iShares MSCI USA ESG Select ETF 0.5 25 10 4.7 -0.1
DFVX Dimensional US Large Cap Vector ETF 0.5 22 13 6.2 +1.3
EVUS iShares ESG Aware MSCI USA Value ETF 0.5 18 17 6.5 +1.6
CGW Invesco S&P Global Water Index ETF 0.5 57 -22 4.7 -0.2
DGT SPDR Global Dow ETF 0.5 50 -15 6.9 +2.1
RWL Invesco S&P 500 Revenue ETF 0.5 39 -4 6.8 +1.9
IWD iShares Russell 1000 Value ETF 0.5 19 16 6.4 +1.6
VONV Vanguard Russell 1000 Value ETF 0.5 7 28 6.5 +1.7
FPAG FPA Global Equity ETF 0.5 49 -14 5.7 +0.9
IVE iShares S&P 500 Value ETF 0.5 18 17 6.2 +1.3
VOOV Vanguard S&P 500 Value ETF 0.5 7 28 6.3 +1.4
SPYV SPDR Portfolio S&P 500 Value ETF 0.5 4 31 6.3 +1.4
SMLF iShares U.S. SmallCap Equity Factor ETF 0.5 15 20 5.8 +1.0
DFAC Dimensional U.S. Core Equity 2 ETF 0.5 17 18 5.5 +0.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.5 9 26 4.8 -0.1
IUSV iShares Core S&P US Value ETF 0.5 4 31 6.4 +1.6
ITAN Sparkline Intangible Value ETF 0.5 50 -15 6.5 +1.7
FNDB Schwab Fundamental US Broad Market Index ETF 0.5 25 10 7.1 +2.3
HLAL Wahed FTSE USA Shariah ETF 0.5 50 -15 4.6 -0.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.5 10 25 4.9 +0.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.5 20 15 5.5 +0.7
SCHA Schwab U.S. Small-Cap ETF 0.4 4 31 5.8 +1.0
JHSC John Hancock Multifactor Small Cap ETF 0.4 42 -7 6.6 +1.8
VLU SPDR S&P 1500 Value Tilt ETF 0.4 12 23 7.4 +2.5
HAP VanEck Natural Resources ETF 0.4 50 -15 9.3 +4.5
PRF Invesco FTSE RAFI US 1000 ETF 0.4 39 -4 6.7 +1.8
BLES Inspire Global Hope ETF 0.4 61 -26 6.8 +1.9
FNDX Schwab Fundamental US Large Co. Index ETF 0.4 25 10 7.1 +2.3
VTV Vanguard Value ETF 0.4 4 31 6.8 +2.0
BOTZ Global X Robotics & Artificial Intelligence ETF 0.4 69 -34 2.4 -2.5
SUSL iShares ESG MSCI USA Leaders ETF 0.4 10 25 4.9 +0.1
IMCG iShares Morningstar Mid-Cap Growth ETF 0.4 6 29 4.0 -0.9
FELV Fidelity Enhanced Large Cap Value ETF 0.4 18 17 6.7 +1.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.4 45 -10 4.4 -0.5
EPS WisdomTree U.S. LargeCap Fund 0.4 8 27 5.6 +0.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.4 25 10 5.6 +0.7
FNX First Trust Mid Cap Core AlphaDEX Fund 0.4 60 -25 7.3 +2.4
COPY Tweedy, Browne Insider + Value ETF 0.4 80 -45 11.7 +6.9
VTWG Vanguard Russell 2000 Growth ETF 0.4 10 25 1.4 -3.4
ILCV iShares Morningstar Value ETF 0.4 4 31 6.4 +1.5
IWO iShares Russell 2000 Growth ETF 0.4 24 11 1.3 -3.6
DSPY Tema S&P 500 Historical Weight ETF 0.3 18 17 5.1 +0.3
IJJ iShares S&P Mid-Cap 400 Value ETF 0.3 18 17 8.7 +3.9
SNPE Xtrackers S&P 500 ESG ETF 0.3 10 25 5.1 +0.2
DFAU Dimensional US Core Equity Market ETF 0.3 12 23 5.0 +0.1
SPXT ProShares S&P 500 Ex-Technology ETF 0.3 9 26 5.5 +0.6
JMOM JPMorgan U.S. Momentum Factor ETF 0.3 12 23 4.5 -0.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.3 10 25 8.9 +4.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.3 32 3 4.9 +0.1
MDYV SPDR S&P 400 Mid Cap Value ETF 0.3 15 20 8.7 +3.9
RWK Invesco S&P MidCap 400 Revenue ETF 0.3 39 -4 9.3 +4.5
DCOR Dimensional US Core Equity 1 ETF 0.3 14 21 5.3 +0.5
KLMN Invesco MSCI North America Climate ETF 0.3 9 26 4.9 +0.1
ROSC Hartford Multifactor Small Cap ETF 0.3 34 1 9.2 +4.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.3 7 28 5.0 +0.2
FDMO Fidelity Momentum Factor ETF 0.3 15 20 3.6 -1.3
SMMD iShares Russell 2500 ETF 0.3 15 20 6.1 +1.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.3 8 27 4.9 +0.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.3 7 28 6.0 +1.1
DTAN Sparkline International Intangible Value ETF 0.3 55 -20 8.5 +3.7
GSPY Gotham Enhanced 500 ETF 0.3 50 -15 5.2 +0.4
USMF WisdomTree U.S. Multifactor Fund 0.3 28 7 7.0 +2.2
XMAG Defiance Large Cap ex-Mag 7 ETF 0.3 35 0 5.1 +0.2
JHML John Hancock Multifactor Large Cap ETF 0.3 29 6 5.3 +0.5
QINT American Century Quality Diversified International ETF 0.3 39 -4 7.3 +2.4
VFMO Vanguard U.S. Momentum Factor ETF 0.3 13 22 2.9 -1.9
XJR iShares ESG Screened S&P Small-Cap ETF 0.3 12 23 7.4 +2.5
DSI iShares MSCI KLD 400 Social ETF 0.3 25 10 4.8 -0.1
INRO iShares U.S. Industry Rotation Active ETF 0.3 42 -7 4.2 -0.7
SCHV Schwab U.S. Large-Cap Value ETF 0.3 4 31 6.7 +1.8
DEUS Xtrackers Russell US Multifactor ETF 0.3 17 18 7.1 +2.2
SPMO Invesco S&P 500 Momentum ETF 0.3 13 22 3.5 -1.4
VBR Vanguard Small Cap Value ETF 0.3 7 28 9.1 +4.3
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.3 15 20 7.9 +3.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.3 11 24 4.8 -0.0
DTD WisdomTree U.S. Total Dividend Fund 0.3 28 7 6.3 +1.4
THRO iShares U.S. Thematic Rotation Active ETF 0.3 90 -55 4.0 -0.9
FYC First Trust Small Cap Growth AlphaDEX Fund 0.3 71 -36 0.4 -4.4
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.3 3 32 5.1 +0.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.3 19 16 6.3 +1.4
SPXN ProShares S&P 500 Ex-Financials ETF 0.3 9 26 4.8 -0.0
AFMC First Trust Active Factor Mid Cap ETF 0.3 65 -30 8.3 +3.5
ACVF American Conservative Values ETF 0.3 75 -40 4.3 -0.5
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 0.3 49 -14 3.7 -1.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.3 3 32 4.8 -0.0
IWX iShares Russell Top 200 Value ETF 0.3 20 15 6.2 +1.4
QQQ Invesco QQQ Trust Series I 0.3 20 15 4.0 -0.8
QQQM Invesco NASDAQ 100 ETF 0.3 15 20 4.1 -0.8
IWV iShares Russell 3000 ETF 0.3 20 15 4.7 -0.2
SCHB Schwab U.S. Broad Market ETF 0.3 3 32 4.9 +0.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.3 29 6 6.4 +1.5
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.3 15 20 4.9 0.0
VTHR Vanguard Russell 3000 ETF 0.2 7 28 4.8 -0.0
CCMG CCM Global Equity ETF 0.2 34 1 8.3 +3.5
VTI Vanguard Total Stock Market ETF 0.2 3 32 4.8 -0.0
DFUS Dimensional U.S. Equity ETF 0.2 9 26 4.7 -0.1
SPXV ProShares S&P 500 Ex-Health Care ETF 0.2 9 26 4.6 -0.3
SCHX Schwab U.S. Large-Cap ETF 0.2 3 32 4.9 +0.1
IYY iShares Dow Jones U.S. ETF 0.2 20 15 4.7 -0.1
QVML Invesco S&P 500 QVM Multi-factor ETF 0.2 11 24 5.1 +0.2
XVV iShares ESG Screened S&P 500 ETF 0.2 8 27 4.7 -0.1
VONE Vanguard Russell 1000 ETF 0.2 7 28 4.9 0.0
SCHG Schwab U.S. Large-Cap Growth ETF 0.2 4 31 3.9 -0.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.2 2 33 4.9 0.0
BKLC BNY Mellon US Large Cap Core Equity ETF 0.2 0 35 4.8 -0.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.2 7 28 4.7 -0.1
VOTE TCW Transform 500 ETF 0.2 5 30 4.8 -0.1
SCHK Schwab 1000 Index ETF 0.2 5 30 4.9 +0.1
IWB iShares Russell 1000 ETF 0.2 15 20 4.8 -0.1
DARP Grizzle Growth ETF 0.2 75 -40 2.9 -2.0
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.2 39 -4 5.8 +0.9
KLMT Invesco MSCI Global Climate 500 ETF 0.2 10 25 5.6 +0.8
WOMN Impact Shares YWCA Women's Empowerment ETF 0.2 75 -40 5.4 +0.5
CATH Global X S&P 500 Catholic Values Custom ETF 0.2 29 6 4.6 -0.3
FMDE Fidelity Enhanced Mid Cap ETF 0.2 23 12 5.7 +0.9
BULD Pacer BlueStar Engineering the Future ETF 0.2 60 -25 0.4 -4.4
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.2 20 15 4.6 -0.2
VOO Vanguard S&P 500 ETF 0.2 3 32 4.9 +0.1
IVV iShares Core S&P 500 ETF 0.2 3 32 4.9 +0.1
SPLG SPDR Portfolio S&P 500 ETF 0.2 2 33 4.9 +0.1
SPY SPDR S&P 500 ETF Trust 0.2 9 26 4.8 -0.0
VV Vanguard Large-Cap ETF 0.2 4 31 4.8 -0.1
DLN WisdomTree U.S. LargeCap Dividend Fund 0.2 28 7 5.9 +1.1
DON WisdomTree U.S. MidCap Dividend Fund 0.2 38 -3 8.9 +4.0
STRV Strive 500 ETF 0.2 5 30 4.8 -0.1
ESGU iShares ESG Aware MSCI USA ETF 0.2 15 20 4.7 -0.2
PBUS Invesco MSCI USA ETF 0.2 4 31 4.8 -0.1
TOV JLens 500 Jewish Advocacy U.S. ETF 0.2 18 17 4.6 -0.3
IWC iShares Micro-Cap ETF 0.2 60 -25 -0.8 -5.7
ILCB iShares Morningstar U.S. Equity ETF 0.2 3 32 4.8 -0.1
HAPI Harbor Human Capital Factor US Large Cap ETF 0.2 36 -1 4.8 -0.1
OPTZ Optimize Strategy Index ETF 0.2 50 -15 4.6 -0.3
NACP Impact Shares NAACP Minority Empowerment ETF 0.2 49 -14 4.7 -0.2
ADME Aptus Drawdown Managed Equity ETF 0.2 79 -44 4.1 -0.8
FTRI First Trust Indxx Global Natural Resources Income ETF 0.2 70 -35 7.5 +2.6
SHE SPDR MSCI USA Gender Diversity ETF 0.2 20 15 5.0 +0.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.2 9 26 5.1 +0.3
KOKU Xtrackers MSCI Kokusai Equity ETF 0.2 9 26 5.2 +0.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.2 9 26 5.6 +0.8
GINX SGI Enhanced Global Income ETF 0.2 98 -63 7.0 +2.1
XJH iShares ESG Screened S&P Mid-Cap ETF 0.2 12 23 7.1 +2.2
SFY SoFi Select 500 ETF 0.2 0 35 4.4 -0.5
APUE ActivePassive U.S. Equity ETF 0.2 45 -10 4.6 -0.3
VLUE iShares MSCI USA Value Factor ETF 0.2 15 20 9.4 +4.6
ESGG FlexShares STOXX Global ESG Select Index Fund 0.2 42 -7 5.4 +0.5
QGRO American Century U.S. Quality Growth ETF 0.2 29 6 3.5 -1.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.2 25 10 7.8 +3.0
QUS SPDR MSCI USA StrategicFactors ETF 0.2 15 20 5.7 +0.8
MDY SPDR S&P Midcap 400 ETF Trust 0.2 24 11 7.1 +2.3
LRGF iShares U.S. Equity Factor ETF 0.2 8 27 5.4 +0.5
AFLG First Trust Active Factor Large Cap ETF 0.2 55 -20 6.3 +1.4
TOK iShares MSCI Kokusai ETF 0.2 26 9 5.0 +0.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.2 20 15 5.0 +0.1
ONEQ Fidelity Nasdaq Composite Index ETF 0.2 21 14 3.6 -1.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.2 15 20 7.3 +2.4
IVOO Vanguard S&P Mid-Cap 400 ETF 0.2 7 28 7.4 +2.5
VT Vanguard Total World Stock ETF 0.2 6 29 5.8 +0.9
MGV Vanguard Mega Cap Value ETF 0.2 7 28 6.6 +1.7
GINN Goldman Sachs Innovate Equity ETF 0.2 52 -17 3.6 -1.3
URTH iShares MSCI World ETF 0.1 24 11 5.0 +0.2
ACWI iShares MSCI ACWI ETF 0.1 32 3 5.5 +0.6
VSLU Applied Finance Valuation Large Cap ETF 0.1 49 -14 5.5 +0.6
DEW WisdomTree Global High Dividend Fund 0.1 58 -23 8.3 +3.5
SMCF Themes US Small Cap Cash Flow Champions ETF 0.1 29 6 12.1 +7.2
AVUQ Avantis U.S. Quality ETF 0.1 15 20 4.3 -0.5
PRXG Praxis Impact Large Cap Growth ETF 0.1 36 -1 3.6 -1.2
IWL iShares Russell Top 200 ETF 0.1 15 20 4.6 -0.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.1 75 -40 4.0 -0.9
FELC Fidelity Enhanced Large Cap Core ETF 0.1 18 17 5.1 +0.3
RVRB Reverb ETF 0.1 30 5 4.5 -0.4
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.1 12 23 7.4 +2.5
APIE ActivePassive International Equity ETF 0.1 45 -10 7.3 +2.5
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 5 5.9 +1.1
REVS Columbia Research Enhanced Value ETF 0.1 19 16 7.6 +2.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.1 29 6 4.5 -0.4
VUG Vanguard Growth ETF 0.1 4 31 4.0 -0.9
ILCG iShares Morningstar Growth ETF 0.1 4 31 3.6 -1.2
NANC Unusual Whales Subversive Democratic Trading ETF 0.1 75 -40 3.7 -1.2
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 17 3.7 -1.2
STXG Strive 1000 Growth ETF 0.1 18 17 3.8 -1.0
RECS Columbia Research Enhanced Core ETF 0.1 15 20 5.7 +0.8
SXQG ETC 6 Meridian Quality Growth ETF 0.1 100 -65 4.6 -0.2
MGC Vanguard Mega Cap ETF 0.1 7 28 4.6 -0.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.1 64 -29 2.2 -2.7
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.1 12 23 4.5 -0.4
IUSG iShares Core S&P U.S. Growth ETF 0.1 4 31 4.1 -0.7
DFIV Dimensional International Value ETF 0.1 27 8 9.5 +4.7
DXIV Dimensional International Vector Equity ETF 0.0 34 1 7.7 +2.9
DFSI Dimensional International Sustainability Core 1 ETF 0.0 24 11 6.3 +1.4
DFIC Dimensional International Core Equity 2 ETF 0.0 23 12 7.3 +2.5
DGRW WisdomTree US Quality Dividend Growth Fund 0.0 28 7 5.4 +0.6
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 -10 8.7 +3.9
IWY iShares Russell Top 200 Growth ETF 0.0 20 15 4.5 -0.4
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 5 7.7 +2.9
IWF iShares Russell 1000 Growth ETF 0.0 19 16 4.3 -0.5
VONG Vanguard Russell 1000 Growth ETF 0.0 7 28 4.4 -0.5
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 10 9.5 +4.6
AVDE Avantis International Equity ETF 0.0 23 12 7.3 +2.4
DFAI Dimensional International Core Equity Market ETF 0.0 18 17 7.1 +2.2
DHS WisdomTree U.S. High Dividend Fund 0.0 38 -3 8.1 +3.2
AVIV Avantis International Large Cap Value ETF 0.0 25 10 8.5 +3.6
VXUS Vanguard Total International Stock ETF 0.0 5 30 7.7 +2.9

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:		 VanEck Oil Services 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 6.4 %
Divided by: Fwd. P/BV 1.2 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 4.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.57 CATEGORY
AVERAGE		 1.59
 
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.