Opus Small Cap Value ETF
ALTAR
Score™		 6.7% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 16.6x P/Sales
ratio		 2.0x
P/BV
ratio		 2.3x Div.
yield		 2.2%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The Opus Small Cap Value Plus ETF is an actively managed fund that selects US small-cap companies and REITs based on valuation plus quality and growth metrics. The fund seeks capital appreciation.

FUND BASICS
Category US Equities
Fund Sponsor Exchange Traded Concepts
Website www.opusetfs.com
Inception date Jul 18, 2018
Assets (mns) $657
Currency USD
Expense ratio 79 bp
Distributions Annually

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 65
Wgt avg mkt cap (mns) $6,497
Large cap (>$10bn) 23.6%
Mid cap ($2-10bn) 55.2%
Small cap (<$2bn) 21.2%
Developed mkts 99.1%
Emerging mkts 0.9%

TOP TEN HOLDINGS
ENSIGN GROUP INC/THE 3.2 %
CURTISS-WRIGHT CORP 3.1 %
PRIMORIS SERVICES CORP 3.0 %
HAWKINS INC 2.7 %
TEXAS ROADHOUSE INC 2.6 %
VIPER ENERGY PARTNERS LP 2.4 %
ENCOMPASS HEALTH CORPORATION 2.4 %
HANOVER INSURANCE GROUP INC/ 2.4 %
AMERICAN HEALTHC 2.2 %
SEACOAST BANKING CORP/FL 2.1 %
Total 26.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 91.3 %
BRITAIN 3.0 %
CANADA 2.4 %
PANAMA 1.3 %







HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru September 30)
Year-to-date 1 year 5 years 10 years Since Incep.
3.9% 3.0% 11.8% -- 7.5%

Market Correlations
versus... Beta R-squared
S&P500 0.98 64%
MSCI EAFE 0.61 31%
MSCI Emg. Mkts. 0.32 10%

Technical Indicators
Recent close $37.73
30d moving avg. $37.84
Annualized volatility 16.4%
Short interest (ETF) 0.4%
Short interest (Underlying) 2.6%
Relative strength (RSI) 52

Liquidity measures
Avg. volume (thou.) 44
Turnover 0.3%
Bid/Ask (% of price) 0.06%
ADV underlying (mns) $1,880

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 711 potential alternatives to the Opus Small Cap Value ETF ETF based on the alternatives' overlap in portfolio holdings with OSCV. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: OSCV Expense: 79 bp ALTAR Score™: 6.7%


ALTERNATIVE ETFs BASED ON OVERLAP WITH OSCV
Ticker Fund
Name		 Overlap1
vs OSCV
(%)		 Expense
ratio
(bp)		 Savings
vs OSCV
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs OSCV
(%)
SCDV Bahl & Gaynor Small Cap Dividend ETF 17.9 70 9 4.6 -2.1
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 15.4 48 31 8.5 +1.8
XMLV Invesco S&P MidCap Low Volatility ETF 14.8 25 54 7.8 +1.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 14.3 80 -1 8.1 +1.5
SMAP Amplify Small-Mid Cap Equity ETF 13.5 60 19 5.6 -1.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 13.0 20 59 6.4 -0.3
GLRY Inspire Faithward Mid Cap Momentum ETF 11.9 80 -1 5.7 -0.9
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 11.8 40 39 7.4 +0.7
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 11.7 60 19 5.5 -1.1
IJK iShares S&P Mid-Cap 400 Growth ETF 11.3 17 62 5.9 -0.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 10.9 10 69 6.1 -0.6
MDYG SPDR S&P 400 Mid Cap Growth ETF 10.8 15 64 5.9 -0.7
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 10.5 60 19 7.6 +1.0
JSML Janus Henderson Small Cap Growth Alpha ETF 10.5 30 49 7.6 +1.0
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 10.2 55 24 4.7 -2.0
RUNN Running Oak Efficient Growth ETF 10.2 58 21 5.1 -1.6
FSCS First Trust SMID Capital Strength ETF 10.0 60 19 7.4 +0.7
FDLS Inspire Fidelis Multi Factor ETF 9.4 76 3 5.1 -1.6
CSMD Congress SMid Growth ETF 9.2 69 10 3.8 -2.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 9.1 15 64 8.0 +1.3
FSMD Fidelity Small-Mid Multifactor ETF 9.1 15 64 7.2 +0.5
MDY SPDR S&P Midcap 400 ETF Trust 9.1 24 55 7.2 +0.6
IJH iShares Core S&P Mid-Cap ETF 9.1 5 74 7.4 +0.7
XMMO Invesco S&P MidCap Momentum ETF 8.8 34 45 5.5 -1.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 8.7 15 64 7.3 +0.7
IVOO Vanguard S&P Mid-Cap 400 ETF 8.7 7 72 7.5 +0.8
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 8.7 3 76 7.4 +0.8
DON WisdomTree U.S. MidCap Dividend Fund 8.5 38 41 9.1 +2.5
QABA First Trust NASDAQ ABA Community Bank Index Fund 8.5 60 19 9.4 +2.7
RNMC First Trust Mid Cap US Equity Select ETF 8.4 60 19 6.8 +0.1
XJH iShares ESG Screened S&P Mid-Cap ETF 8.3 12 67 7.2 +0.5
RNSC Furst Trust Small Cap US Equity Select ETF 8.3 60 19 6.1 -0.6
IQSM IQ Candriam U.S. Mid Cap Equity ETF 8.3 15 64 6.1 -0.6
SMDV ProShares Russell 2000 Dividend Growers ETF 8.3 40 39 7.6 +1.0
SIXL ETC 6 Meridian Low Beta Equity ETF 8.2 80 -1 6.3 -0.4
MDCP VictoryShares THB Mid Cap ESG ETF 8.2 55 24 5.7 -0.9
ALIL Argent Focused Small Cap ETF 8.2 74 5 7.3 +0.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 8.0 24 55 7.7 +1.0
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 7.6 60 19 6.2 -0.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 7.4 30 49 6.6 -0.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 7.4 7 72 6.0 -0.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 7.2 4 75 6.2 -0.5
NUSC Nuveen ESG Small-Cap ETF 7.0 31 48 5.2 -1.5
SFYX SoFi Next 500 ETF 6.9 0 79 5.7 -0.9
FLQS Franklin U.S. Small Cap Multifactor Index ETF 6.9 35 44 9.6 +2.9
TPSC Timothy Plan US Small Cap Core ETF 6.8 52 27 6.9 +0.2
FNK First Trust Mid Cap Value AlphaDEX Fund 6.8 70 9 11.3 +4.7
CSA VictoryShares US Small Cap Volatility Wtd ETF 6.8 35 44 7.8 +1.2
EZM WisdomTree U.S. MidCap Fund 6.8 38 41 9.2 +2.6
RFG Invesco S&P Midcap 400 Pure Growth ETF 6.7 35 44 5.3 -1.4
FFSM Fidelity Fundamental Small-Mid Cap ETF 6.7 43 36 6.0 -0.6
XMHQ Invesco S&P MidCap Quality ETF 6.6 25 54 6.7 0.0
IJJ iShares S&P Mid-Cap 400 Value ETF 6.5 18 61 8.9 +2.2
USVM VictoryShares US Small Mid Cap Value Momentum ETF 6.5 25 54 7.9 +1.2
VRAI Virtus Real Asset Income ETF 6.5 55 24 10.3 +3.7
XSLV Invesco S&P SmallCap Low Volatility ETF 6.5 25 54 7.8 +1.1
STXM Strive Mid-Cap ETF 6.4 18 61 6.1 -0.5
BLDG Cambria Global Real Estate ETF 6.4 60 19 11.8 +5.2
ISCG iShares Morningstar Small-Cap Growth ETF 6.4 6 73 2.8 -3.8
AFMC First Trust Active Factor Mid Cap ETF 6.3 65 14 8.5 +1.8
PSCF Invesco S&P SmallCap Financials ETF 6.3 29 50 9.6 +2.9
MDYV SPDR S&P 400 Mid Cap Value ETF 6.3 15 64 8.9 +2.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 6.2 10 69 9.0 +2.3
FNX First Trust Mid Cap Core AlphaDEX Fund 6.0 60 19 7.3 +0.6
RWK Invesco S&P MidCap 400 Revenue ETF 5.9 39 40 9.5 +2.9
AIRR First Trust RBA American Industrial Renaissance ETF 5.9 70 9 4.6 -2.0
KBE SPDR S&P Bank ETF 5.9 35 44 9.8 +3.1
SCHM Schwab U.S. Mid-Cap ETF 5.9 4 75 6.6 -0.0
XHS SPDR S&P Health Care Services ETF 5.8 35 44 2.9 -3.7
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 5.5 35 44 7.2 +0.5
PPTY US Diversified Real Estate ETF 5.4 53 26 8.2 +1.5
DSMC Distillate Small/Mid Cash Flow ETF 5.4 55 24 12.3 +5.7
AMID Argent Mid Cap ETF Argent Mid Cap ETF 5.4 52 27 6.4 -0.3
FLDZ RiverNorth Patriot ETF 5.3 75 4 6.2 -0.5
JHSC John Hancock Multifactor Small Cap ETF 5.3 42 37 6.6 -0.0
XMVM Invesco S&P MidCap Value with Momentum ETF 5.3 39 40 9.9 +3.2
PRN Invesco Dorsey Wright Industrials Momentum ETF 5.3 60 19 3.2 -3.4
BKSE BNY Mellon US Small Cap Core Equity ETF 5.2 4 75 5.8 -0.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 5.2 70 9 2.7 -4.0
PSC Principal U.S. Small-Cap ETF 5.2 38 41 6.7 +0.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5.2 24 55 8.2 +1.6
KRE SPDR S&P Regional Banking ETF 5.1 35 44 10.3 +3.7
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 5.1 29 50 8.2 +1.5
ESML iShares ESG Aware MSCI USA Small-Cap ETF 5.1 17 62 5.6 -1.1
VBR Vanguard Small Cap Value ETF 5.1 7 72 9.2 +2.6
GDIV Harbor Dividend Growth Leaders ETF 5.0 50 29 5.2 -1.5
ISCB iShares Morningstar Small-Cap ETF 4.9 4 75 6.1 -0.5
FVD First Trust Value Line Dividend Index Fund 4.9 65 14 6.4 -0.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 4.9 39 40 5.8 -0.9
RITA ETFB Green SRI REITs ETF 4.9 50 29 5.9 -0.7
AVMV Avantis U.S. Mid Cap Value ETF 4.9 20 59 8.9 +2.2
PXE Invesco Energy Exploration & Production ETF 4.9 60 19 17.1 +10.5
FCG First Trust Natural Gas ETF 4.9 60 19 21.7 +15.1
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 4.8 12 67 6.0 -0.7
IJT iShares S&P Small-Cap 600 Growth ETF 4.8 18 61 5.5 -1.2
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 4.8 65 14 4.7 -1.9
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 4.8 60 19 1.9 -4.8
STXK Strive Small-Cap ETF 4.8 18 61 5.8 -0.9
DFAS Dimensional U.S. Small Cap ETF 4.8 26 53 6.4 -0.3
KIE SPDR S&P Insurance ETF 4.7 35 44 7.3 +0.6
SMLF iShares U.S. SmallCap Equity Factor ETF 4.7 15 64 5.8 -0.9
IFRA iShares U.S. Infrastructure ETF 4.7 30 49 6.3 -0.3
FXN First Trust Energy AlphaDEX Fund 4.7 62 17 14.6 +7.9
DES WisdomTree U.S. SmallCap Dividend Fund 4.7 38 41 9.5 +2.9
SURE AdvisorShares Insiders Advantage ETF 4.6 90 -11 9.7 +3.1
IHF iShares U.S. Healthcare Providers ETF 4.6 40 39 7.9 +1.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 4.6 10 69 5.6 -1.0
SLYG SPDR S&P 600 Small Cap Growth ETF 4.6 15 64 5.5 -1.2
VB Vanguard Small-Cap ETF 4.6 5 74 6.1 -0.6
RZG Invesco S&P Smallcap 600 Pure Growth ETF 4.6 35 44 4.1 -2.6
GRPZ Invesco S&P SmallCap 600 GARP ETF 4.5 35 44 7.4 +0.8
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 4.4 35 44 9.3 +2.7
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 4.4 15 64 7.7 +1.0
VXF Vanguard Extended Market ETF 4.4 5 74 4.6 -2.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 4.3 20 59 5.5 -1.1
SQLV Royce Quant Small-Cap Quality Value ETF 4.3 60 19 9.6 +3.0
BFOR ALPS Barron's 400 ETF 4.2 65 14 6.0 -0.6
FRI First Trust S&P REIT Index Fund 4.2 50 29 7.5 +0.8
FNDA Schwab Fundamental US Small Co. Index ETF 4.2 25 54 8.3 +1.7
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 4.2 60 19 9.2 +2.6
SCHA Schwab U.S. Small-Cap ETF 4.1 4 75 5.8 -0.9
RWR SPDR Dow Jones REIT ETF 4.1 25 54 7.6 +1.0
WTV WisdomTree US Value Fund of Benef Interest 4.1 12 67 8.9 +2.3
EIPX FT Energy Income Partners Strategy ETF 4.1 95 -16 7.6 +1.0
BYRE Principal Real Estate Active Opportunities ETF 4.1 65 14 6.7 +0.0
PSCI Invesco S&P SmallCap Industrials ETF 4.1 29 50 5.1 -1.6
SSPX Janus Henderson U.S. Sustainable Equity ETF 4.1 55 24 10.5 +3.9
AVMC Avantis U.S. Mid Cap Equity ETF 4.1 18 61 7.0 +0.3
DFAR Dimensional US Real Estate ETF 4.0 19 60 8.2 +1.6
VICE AdvisorShares Vice ETF 4.0 99 -20 6.6 -0.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 4.0 15 64 7.8 +1.2
PKB Invesco Building & Construction ETF 4.0 62 17 4.3 -2.4
XJR iShares ESG Screened S&P Small-Cap ETF 4.0 12 67 7.3 +0.7
VTWV Vanguard Russell 2000 Value ETF 4.0 10 69 7.1 +0.5
IWN iShares Russell 2000 Value ETF 4.0 24 55 7.1 +0.4
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 4.0 12 67 7.6 +0.9
JHMM John Hancock Multifactor Mid Cap ETF 4.0 42 37 6.4 -0.3
GVLU Gotham 1000 Value ETF 4.0 50 29 9.0 +2.3
ITB iShares U.S. Home Construction ETF 3.9 40 39 11.4 +4.8
VBK Vanguard Small-Cap Growth ETF 3.9 7 72 1.9 -4.8
KONG Formidable Fortress ETF 3.9 89 -10 6.1 -0.5
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 3.9 38 41 10.1 +3.4
EMLP First Trust North American Energy Infrastructure Fund 3.8 95 -16 5.3 -1.4
IJR iShares Core S&P Small Cap ETF 3.8 6 73 7.6 +0.9
ECML Euclidean Fundamental Value ETF 3.7 95 -16 11.5 +4.9
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.7 30 49 8.6 +1.9
SMMD iShares Russell 2500 ETF 3.7 15 64 6.1 -0.6
RSSL Global X Russell 2000 ETF 3.7 8 71 4.2 -2.5
ONEV SPDR Russell 1000 Low Volatility Focus ETF 3.7 20 59 7.8 +1.1
USRT iShares Core U.S. REIT ETF 3.7 8 71 7.9 +1.3
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 3.7 60 19 5.0 -1.7
FIW First Trust Water ETF 3.6 53 26 4.7 -1.9
SIXS ETC 6 Meridian Small Cap Equity ETF 3.5 89 -10 10.0 +3.4
VIOO Vanguard S&P Small-Cap 600 ETF 3.5 7 72 7.5 +0.8
NUKZ Range Nuclear Renaissance Index ETF 3.5 85 -6 1.6 -5.1
SPSM SPDR Portfolio S&P 600 Small Cap ETF 3.5 3 76 7.6 +0.9
ISCV iShares Morningstar Small Cap Value ETF 3.5 6 73 9.3 +2.6
FXO First Trust Financials AlphaDEX Fund 3.5 62 17 8.5 +1.9
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 3.5 11 68 8.0 +1.3
IWM iShares Russell 2000 ETF 3.5 19 60 4.1 -2.6
VAMO Cambria Value & Momentum ETF 3.5 61 18 5.8 -0.9
VTWO Vanguard Russell 2000 ETF 3.5 7 72 4.2 -2.5
AVSC Avantis U.S Small Cap Equity ETF 3.5 25 54 5.5 -1.2
HAPS Harbor Human Capital Factor US Small Cap ETF 3.4 60 19 3.9 -2.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3.4 9 70 4.1 -2.6
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 3.4 15 64 4.0 -2.7
VFMV Vanguard U.S. Minimum Volatility ETF 3.4 13 66 5.8 -0.9
GOP Unusual Whales Subversive Republican Trading ETF 3.4 50 29 5.3 -1.3
CZA Invesco Zacks Mid-Cap ETF 3.3 72 7 6.6 -0.1
XHB SPDR S&P Homebuilders ETF 3.3 35 44 11.3 +4.7
KBWP Invesco KBW Property & Casualty Insurance ETF 3.3 35 44 7.2 +0.6
KBWR Invesco KBW Regional Banking ETF 3.3 35 44 10.1 +3.5
VFMF Vanguard U.S. Multifactor ETF 3.3 18 61 7.9 +1.2
ESIX SPDR S&P SmallCap 600 ESG ETF 3.3 12 67 8.1 +1.4
NETL NETLease Corporate Real Estate ETF 3.3 60 19 8.5 +1.9
DEUS Xtrackers Russell US Multifactor ETF 3.3 17 62 7.2 +0.5
DRLL Strive U.S. Energy ETF 3.3 41 38 10.3 +3.7
IQRA IQ CBRE Real Assets ETF 3.3 65 14 5.7 -1.0
XRT SPDR S&P Retail ETF 3.3 35 44 8.5 +1.9
PSR Invesco Active U.S. Real Estate Fund 3.2 35 44 8.1 +1.4
HOMZ Hoya Capital Housing ETF 3.2 30 49 9.8 +3.1
XSMO Invesco S&P SmallCap Momentum ETF 3.2 39 40 5.6 -1.0
SCHH Schwab U.S. REIT ETF 3.2 7 72 8.2 +1.5
XOP SPDR S&P Oil & Gas Exploration & Production ETF 3.2 35 44 15.6 +9.0
AVUV Avantis U.S. Small Cap Value ETF 3.2 25 54 9.9 +3.2
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 3.1 61 18 6.6 -0.1
FREL Fidelity MSCI Real Estate Index ETF 3.1 8 71 7.7 +1.1
PFI Invesco Dorsey Wright Financial Momentum ETF 3.1 60 19 6.6 -0.1
ISMD Inspire Small/Mid Cap ETF 3.1 54 25 5.6 -1.1
ABFL Abacus FCF Leaders ETF 3.1 59 20 5.4 -1.3
DFAT Dimensional U.S. Targeted Value ETF 3.1 28 51 9.5 +2.8
XAR SPDR S&P Aerospace & Defense ETF 3.1 35 44 1.8 -4.9
TPYP Tortoise North American Pipeline Fund 3.1 40 39 5.9 -0.7
QLV FlexShares US Quality Low Volatility Index Fund 3.1 22 57 5.6 -1.1
PTH Invesco Dorsey Wright Healthcare Momentum ETF 3.0 60 19 -2.3 -9.0
GQRE FlexShares Global Quality Real Estate Index Fund 3.0 45 34 7.9 +1.3
AFSM First Trust Active Factor Small Cap ETF 3.0 75 4 7.7 +1.0
CALF Pacer US Small Cap Cash Cows 100 ETF 3.0 59 20 10.8 +4.1
CGW Invesco S&P Global Water Index ETF 3.0 57 22 4.6 -2.0
LSAF LeaderShares AlphaFactor US Core Equity ETF 3.0 75 4 7.4 +0.7
IWO iShares Russell 2000 Growth ETF 3.0 24 55 1.2 -5.4
VTWG Vanguard Russell 2000 Growth ETF 3.0 10 69 1.4 -5.3
FESM Fidelity Enhanced Small Cap ETF 3.0 28 51 6.9 +0.3
ONEO SPDR Russell 1000 Momentum Focus ETF 2.9 20 59 7.1 +0.4
MISL First Trust Indxx Aerospace & Defense ETF 2.9 60 19 1.9 -4.8
USMF WisdomTree U.S. Multifactor Fund 2.9 28 51 7.2 +0.6
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.9 39 40 5.2 -1.5
ETHO Etho Climate Leadership U.S. ETF 2.9 47 32 5.2 -1.5
XSHQ Invesco S&P SmallCap Quality ETF 2.9 29 50 7.5 +0.8
VNQ Vanguard Real Estate ETF 2.9 13 66 7.5 +0.9
TMDV ProShares Russell US Dividend Growers ETF 2.9 35 44 6.7 +0.1
EIPI FT Energy Income Partners Enhanced Income ETF 2.8 110 -31 6.4 -0.2
RWO SPDR Dow Jones Global Real Estate ETF 2.8 50 29 7.0 +0.3
PDP Invesco Dorsey Wright Momentum ETF 2.8 62 17 3.7 -3.0
SFLO VictoryShares Small Cap Free Cash Flow ETF 2.8 49 30 11.5 +4.9
KCE SPDR S&P Capital Markets ETF 2.8 35 44 5.8 -0.9
PHO Invesco Water Resources ETF 2.8 60 19 4.4 -2.2
COWS Amplify Cash Flow Dividend Leaders ETF 2.7 0 79 11.9 +5.3
PEJ Invesco Leisure and Entertainment ETF 2.7 58 21 3.8 -2.9
IAT iShares U.S. Regional Banks ETF 2.7 40 39 9.9 +3.2
RW Rainwater Equity ETF 2.7 125 -46 3.1 -3.6
QVAL Alpha Architect US Quantitative Value ETF 2.7 39 40 9.7 +3.0
IJS iShares S&P Small-Cap 600 Value ETF 2.7 18 61 9.6 +2.9
PSCM Invesco S&P SmallCap Materials ETF 2.7 29 50 12.8 +6.1
DFGR Dimensional Global Real Estate ETF 2.7 22 57 7.5 +0.8
IEO iShares U.S. Oil & Gas Exploration & Production ETF 2.7 40 39 13.3 +6.6
RAYD Rayliant Quantitative Developed Market Equity ETF 2.7 80 -1 4.3 -2.3
BGDV Bahl & Gaynor Dividend ETF 2.6 45 34 4.7 -2.0
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 2.6 60 19 6.0 -0.7
DFSV Dimensional US Small Cap Value ETF 2.6 31 48 10.2 +3.5
VFMO Vanguard U.S. Momentum Factor ETF 2.6 13 66 2.8 -3.9
FLRG Fidelity U.S. Multifactor ETF 2.6 15 64 6.9 +0.2
EATZ AdvisorShares Restaurant ETF 2.6 101 -22 8.0 +1.3
EQAL Invesco Russell 1000 Equal Weight ETF 2.6 20 59 6.8 +0.1
SMCF Themes US Small Cap Cash Flow Champions ETF 2.6 29 50 12.6 +5.9
BUL Pacer US Cash Cows Growth ETF 2.6 60 19 6.8 +0.1
ROSC Hartford Multifactor Small Cap ETF 2.6 34 45 9.4 +2.7
FPRO Fidelity Real Estate Investment ETF 2.5 59 20 6.6 -0.0
REET iShares Global REIT ETF 2.5 14 65 7.5 +0.8
GRPM Invesco S&P MidCap 400 GARP ETF 2.5 35 44 7.7 +1.0
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 2.5 60 19 6.0 -0.7
INDS Pacer Industrial Real Estate ETF 2.5 55 24 6.5 -0.1
SPRE SP Funds S&P Global REIT Sharia ETF 2.5 55 24 6.1 -0.6
IRET iREIT - MarketVector Quality REIT Index ETF 2.5 60 19 7.2 +0.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.5 64 15 2.1 -4.5
SVAL iShares US Small Cap Value Factor ETF 2.5 20 59 10.4 +3.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.5 10 69 9.6 +3.0
SLYV SPDR S&P 600 Small Cap Value ETF 2.5 15 64 9.6 +3.0
NVIR Horizon Kinetics Energy and Remediation ETF 2.5 85 -6 6.7 0.0
HWAY Themes US Infrastructure ETF 2.5 29 50 6.0 -0.7
ONEY SPDR Russell 1000 Yield Focus ETF 2.5 20 59 9.7 +3.0
AVRE Avantis Real Estate ETF 2.5 17 62 7.2 +0.6
INFL Horizon Kinetics Inflation Beneficiaries ETF 2.4 85 -6 3.9 -2.8
IWS iShares Russell Mid-Cap Value ETF 2.4 23 56 6.8 +0.1
AQWA Global X Clean Water ETF 2.4 50 29 4.9 -1.8
JRE Janus Henderson U.S. Real Estate ETF 2.4 65 14 7.7 +1.0
JPRE JPMorgan Realty Income ETF 2.4 50 29 8.4 +1.7
VOLT Tema Electrification ETF 2.4 75 4 2.5 -4.2
FAB First Trust Multi Cap Value AlphaDEX Fund 2.3 67 12 10.0 +3.4
FYC First Trust Small Cap Growth AlphaDEX Fund 2.3 71 8 0.4 -6.3
VFQY Vanguard U.S. Quality Factor ETF 2.3 13 66 6.4 -0.3
DIV Global X SuperDividend US ETF 2.3 45 34 12.2 +5.5
FMDE Fidelity Enhanced Mid Cap ETF 2.2 23 56 5.9 -0.8
FLOW Global X U.S. Cash Flow Kings 100 ETF 2.2 25 54 11.1 +4.5
WCEO Hypatia Women CEO ETF 2.2 85 -6 3.8 -2.9
LST Leuthold Select Industries ETF 2.2 91 -12 4.9 -1.7
CVY Invesco Zacks Multi-Asset Income ETF 2.2 106 -27 12.8 +6.1
TXS Texas Capital Texas Equity Index ETF 2.2 49 30 5.6 -1.1
FFOX FundX Future Fund Opportunities ETF 2.2 100 -21 4.2 -2.5
ICF iShares Cohen & Steers REIT ETF 2.1 33 46 8.0 +1.3
ITA iShares U.S. Aerospace & Defense ETF 2.1 40 39 1.8 -4.9
IBOT Vaneck Robotics ETF 2.1 47 32 4.0 -2.7
EES WisdomTree U.S. SmallCap Fund 2.1 38 41 8.8 +2.2
IYR iShares U.S. Real Estate ETF 2.1 40 39 7.6 +0.9
ERET iShares Environmentally Aware Real Estate ETF 2.1 30 49 7.3 +0.6
AVLV Avantis U.S. Large Cap Value ETF 2.1 15 64 7.8 +1.1
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.1 39 40 3.3 -3.4
SDY SPDR S&P Dividend ETF 2.1 35 44 6.8 +0.1
SIXG Defiance Connective Technologies ETF 2.0 30 49 3.2 -3.5
IAK iShares U.S. Insurance ETF 2.0 40 39 7.5 +0.8
RBLD First Trust Alerian US NextGen Infrastructure ETF 2.0 65 14 4.8 -1.8
IWR iShares Russell Midcap ETF 2.0 19 60 5.8 -0.8
FYX First Trust Small Cap Core AlphaDEX Fund 2.0 61 18 5.8 -0.9
PRAY FIS Christian Stock Fund 2.0 69 10 5.1 -1.5
TMFS Motley Fool Small-Cap Growth ETF 2.0 85 -6 3.9 -2.8
FTDS First Trust Dividend Strength ETF 2.0 70 9 7.9 +1.2
PAVE Global X U.S. Infrastructure Development ETF 2.0 47 32 5.1 -1.6
TAX Cambria Tax Aware ETF 2.0 49 30 4.9 -1.8
FVAL Fidelity Value Factor ETF 2.0 15 64 6.6 -0.0
FENY Fidelity MSCI Energy Index ETF 2.0 8 71 9.3 +2.6
EFRA iShares Environmental Infrastructure and Industrials ETF 2.0 47 32 5.2 -1.5
DSTL Distillate US Fundamental Stability & Value ETF 2.0 39 40 8.3 +1.6
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.0 52 27 5.7 -1.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.0 58 21 5.5 -1.2
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.9 39 40 9.6 +2.9
FDFF Fidelity Disruptive Finance ETF 1.9 50 29 4.6 -2.1
VDE Vanguard Energy ETF 1.9 9 70 9.1 +2.5
FTRI First Trust Indxx Global Natural Resources Income ETF 1.9 70 9 7.5 +0.9
CNRG SPDR S&P Kensho Clean Power ETF 1.9 45 34 0.7 -6.0
MADE iShares U.S. Manufacturing ETF 1.9 40 39 4.9 -1.8
RVER Trenchless Fund ETF 1.9 65 14 4.4 -2.3
ROUS Hartford Multifactor US Equity ETF 1.9 19 60 7.0 +0.3
PEXL Pacer US Export Leaders ETF 1.8 60 19 4.4 -2.3
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 1.8 39 40 3.6 -3.0
FAN First Trust Global Wind Energy ETF 1.8 60 19 4.2 -2.5
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 1.8 15 64 6.7 +0.1
FIDU Fidelity MSCI Industrial Index ETF 1.8 8 71 4.4 -2.2
DXUV Dimensional US Vector Equity ETF 1.8 28 51 6.1 -0.5
EBI Longview Advantage ETF 1.8 35 44 6.4 -0.2
MGMT Ballast Small/Mid Cap ETF 1.8 110 -31 8.5 +1.8
IYE iShares U.S. Energy ETF 1.8 40 39 9.1 +2.5
FTXO First Trust Nasdaq Bank ETF 1.8 60 19 8.8 +2.1
JVAL JPMorgan U.S. Value Factor ETF 1.8 12 67 7.9 +1.2
VALQ American Century U.S. Quality Value ETF 1.7 29 50 7.7 +1.1
FUTY Fidelity MSCI Utilities Index ETF 1.7 8 71 5.0 -1.7
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.7 59 20 6.2 -0.5
PUI Invesco Dorsey Wright Utilities Momentum ETF 1.7 60 19 5.0 -1.7
RFV Invesco S&P Midcap 400 Pure Value ETF 1.6 35 44 13.2 +6.5
IGE iShares North American Natural Resources ETF 1.6 41 38 7.6 +0.9
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.6 55 24 10.2 +3.6
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.6 58 21 4.3 -2.3
OPTZ Optimize Strategy Index ETF 1.6 50 29 4.5 -2.2
AGQI First Trust Active Global Quality Income ETF 1.6 85 -6 4.8 -1.9
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 1.6 65 14 -1.4 -8.0
BEEX BeeHive ETF 1.6 84 -5 4.2 -2.5
PTL Inspire 500 ETF 1.6 9 70 5.1 -1.6
JMOM JPMorgan U.S. Momentum Factor ETF 1.6 12 67 4.4 -2.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.6 38 41 6.4 -0.3
LCLG Logan Capital Broad Innovative Growth ETF 1.6 99 -20 3.8 -2.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.6 18 61 7.8 +1.1
HAPY Harbor Human Capital Factor Unconstrained ETF 1.6 50 29 5.7 -1.0
FYT First Trust Small Cap Value AlphaDEX Fund 1.5 73 6 10.8 +4.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.5 95 -16 0.4 -6.2
FMAT Fidelity MSCI Materials Index ETF 1.5 8 71 6.3 -0.4
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.5 36 43 10.8 +4.2
AUSF Global X Adaptive U.S. Factor ETF 1.5 27 52 8.9 +2.2
PSCC Invesco S&P SmallCap Consumer Staples ETF 1.5 29 50 8.6 +1.9
VIS Vanguard Industrials ETF 1.5 9 70 4.5 -2.2
REAI Intelligent Real Estate ETF 1.5 59 20 14.7 +8.0
AVUS Avantis U.S. Equity ETF 1.5 15 64 5.6 -1.1
MVPA Miller Value Partners Appreciation ETF 1.5 60 19 9.5 +2.9
DUSA Davis Select U.S. Equity ETF 1.5 61 18 7.4 +0.7
TEMP JPMorgan Climate Change Solutions ETF 1.5 49 30 5.8 -0.9
SRHQ SRH U.S. Quality ETF 1.5 35 44 7.6 +0.9
SMOG VanEck Low Carbon Energy ETF 1.5 61 18 1.5 -5.1
FXU First Trust Utilities AlphaDEX Fund 1.5 64 15 5.2 -1.5
BEDZ AdvisorShares Hotel ETF 1.5 100 -21 7.4 +0.7
BJK VanEck Gaming ETF 1.5 65 14 4.5 -2.2
BETZ Roundhill Sports Betting & iGaming ETF 1.5 75 4 3.1 -3.6
PPA Invesco Aerospace & Defense ETF 1.5 58 21 2.3 -4.3
MAKX ProShares S&P Kensho Smart Factories ETF 1.4 58 21 -1.3 -8.0
SWP SWP Growth & Income ETF 1.4 99 -20 4.0 -2.7
AVSU Avantis Responsible U.S. Equity ETF 1.4 15 64 5.8 -0.8
FTXN First Trust Nasdaq Oil & Gas ETF 1.4 60 19 13.2 +6.5
JSTC Adasina Social Justice All Cap Global ETF 1.4 89 -10 4.8 -1.9
VPU Vanguard Utilities ETF 1.4 9 70 5.0 -1.7
PXJ Invesco Oil & Gas Services ETF 1.4 63 16 4.5 -2.2
OIH VanEck Oil Services ETF 1.4 35 44 4.5 -2.2
IEZ iShares U.S. Oil Equipment & Services ETF 1.4 40 39 4.7 -1.9
ROKT SPDR S&P Kensho Final Frontiers ETF 1.4 45 34 1.8 -4.9
XES SPDR S&P Oil & Gas Equipment & Services ETF 1.4 35 44 3.0 -3.7
DFUV Dimensional US Marketwide Value ETF 1.4 22 57 7.5 +0.8
VAW Vanguard Materials ETF 1.4 9 70 6.3 -0.4
XSW SPDR S&P Software & Services ETF 1.4 35 44 2.1 -4.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.4 29 50 6.4 -0.3
DFAC Dimensional U.S. Core Equity 2 ETF 1.4 17 62 5.4 -1.3
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 1.4 29 50 4.3 -2.4
NUMV Nuveen ESG Mid-Cap Value ETF 1.4 31 48 7.0 +0.3
NDIV Amplify Natural Resources Dividend Income ETF 1.3 59 20 14.4 +7.7
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.3 25 54 5.5 -1.2
MBOX Freedom Day Dividend ETF 1.3 39 40 7.4 +0.8
CBSE Clough Select Equity ETF 1.3 85 -6 0.8 -5.8
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 1.3 60 19 7.1 +0.4
HLGE Hartford Longevity Economy ETF 1.3 44 35 -0.4 -7.0
HDUS Hartford Disciplined US Equity ETF 1.3 19 60 5.6 -1.1
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.3 40 39 5.5 -1.2
ABLD Abacus FCF Real Assets Leaders ETF 1.3 69 10 6.9 +0.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 1.3 35 44 5.8 -0.9
AVIE Avantis  Inflation Focused Equity ETF 1.3 25 54 7.4 +0.7
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 1.3 15 64 7.7 +1.1
AIRL Themes Airlines ETF 1.3 35 44 1.8 -4.9
TMFX Motley Fool Next Index ETF 1.3 50 29 2.6 -4.1
VFVA Vanguard U.S. Value Factor ETF 1.3 13 66 11.0 +4.3
FFND Future Fund Active ETF 1.3 100 -21 4.2 -2.5
BLES Inspire Global Hope ETF 1.3 61 18 6.7 +0.1
BEEZ Honeytree U.S. Equity ETF 1.2 64 15 3.8 -2.9
BUG Global X Cybersecurity ETF 1.2 51 28 2.3 -4.4
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 1.2 41 38 5.8 -0.8
IHAK iShares Cybersecurity & Tech ETF 1.2 47 32 4.1 -2.6
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 1.2 60 19 3.4 -3.3
SPAM Themes Cybersecurity ETF 1.2 35 44 1.9 -4.7
FXH First Trust Health Care AlphaDEX Fund 1.2 62 17 8.3 +1.7
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.2 27 52 7.1 +0.4
FITE SPDR S&P Kensho Future Security ETF 1.2 45 34 1.4 -5.2
CFA VictoryShares US 500 Volatility Wtd ETF 1.2 35 44 6.0 -0.7
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.2 40 39 5.9 -0.7
JAVA JPMorgan Active Value ETF 1.2 44 35 6.4 -0.3
JQUA JPMorgan U.S. Quality Factor ETF 1.2 12 67 5.9 -0.8
ROBO ROBO Global Robotics & Automation Index ETF 1.2 95 -16 3.1 -3.5
AVUQ Avantis U.S. Quality ETF 1.2 15 64 4.2 -2.5
FDLO Fidelity Low Volatility Factor ETF 1.2 15 64 5.4 -1.3
ABIG Argent Large Cap ETF 1.2 49 30 5.1 -1.6
VFLO VictoryShares Free Cash Flow ETF 1.2 39 40 10.4 +3.7
TPHD Timothy Plan High Dividend Stock ETF 1.2 52 27 7.2 +0.5
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.2 54 25 7.1 +0.4
DVY iShares Select Dividend ETF 1.2 38 41 9.1 +2.4
UTES Virtus Reaves Utilities ETF 1.2 49 30 3.8 -2.9
NBCC Neuberger Berman Next Generation Connected Consumer ETF 1.2 56 23 0.3 -6.4
THRO iShares U.S. Thematic Rotation Active ETF 1.1 90 -11 3.9 -2.8
DEW WisdomTree Global High Dividend Fund 1.1 58 21 8.4 +1.7
NANR SPDR S&P North American Natural Resources ETF 1.1 35 44 7.7 +1.1
PID Invesco International Dividend Achievers ETF 1.1 53 26 5.5 -1.2
YOKE Yoke Core ETF 1.1 42 37 4.4 -2.3
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 1.1 40 39 4.0 -2.7
AZTD Aztlan Global Stock Selection DM SMID ETF 1.1 75 4 7.7 +1.0
MORT VanEck Mortgage REIT Income ETF 1.1 43 36 52.1 +45.4
SRET Global X SuperDividend REIT ETF 1.1 59 20 12.1 +5.4
REM iShares Mortgage Real Estate ETF 1.1 48 31 64.3 +57.6
RIET Hoya Capital High Dividend Yield ETF 1.1 50 29 51.2 +44.6
REVS Columbia Research Enhanced Value ETF 1.1 19 60 7.5 +0.9
IYJ iShares U.S. Industrials ETF 1.1 40 39 4.7 -2.0
FBCV Fidelity Blue Chip Value ETF 1.1 59 20 7.3 +0.7
FLQL Franklin LibertyQ U.S. Equity ETF 1.1 15 64 5.2 -1.5
DCOR Dimensional US Core Equity 1 ETF 1.1 14 65 5.3 -1.4
LVOL American Century Low Volatility ETF 1.1 29 50 5.0 -1.7
IVRA Invesco Real Assets ESG ETF 1.1 59 20 6.4 -0.3
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.0 75 4 5.0 -1.7
FELV Fidelity Enhanced Large Cap Value ETF 1.0 18 61 6.6 -0.0
EBLU Ecofin Global Water ESG Fund 1.0 40 39 4.2 -2.4
ROE Astoria US Quality Kings ETF 1.0 49 30 6.5 -0.2
QDEF FlexShares Quality Dividend Defensive Index Fund 1.0 37 42 5.9 -0.7
CCSO Carbon Collective Climate Solutions US Equity ETF 1.0 35 44 0.9 -5.7
FXD First Trust Consumer Discretionary AlphaDEX Fund 1.0 61 18 7.5 +0.8
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.0 60 19 6.9 +0.2
TRFM AAM Transformers ETF 1.0 49 30 1.2 -5.5
DFSU Dimensional US Sustainability Core 1 ETF 1.0 18 61 5.2 -1.5
NATO Themes Transatlantic Defense ETF 1.0 35 44 2.3 -4.3
CCNR ALPS CoreCommodity Natural Resources ETF 1.0 39 40 10.0 +3.4
FDVV Fidelity High Dividend ETF 1.0 15 64 7.5 +0.8
IWC iShares Micro-Cap ETF 1.0 60 19 -0.8 -7.5
SYLD Cambria Shareholder Yield ETF 1.0 59 20 12.0 +5.3
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.0 60 19 7.1 +0.4
VUSE Vident U.S. Equity Strategy ETF 1.0 50 29 4.5 -2.1
PSCE Invesco S&P SmallCap Energy ETF 1.0 29 50 11.2 +4.5
FDIS Fidelity MSCI Consumer Discretionary Index ETF 1.0 8 71 4.4 -2.2
FDEV Fidelity International Multifactor ETF 0.9 18 61 7.4 +0.8
FIDI Fidelity International High Dividend ETF 0.9 18 61 8.5 +1.9
GVUS Marketbeta Russell 1000 Value Equity ETF 0.9 12 67 6.5 -0.2
DTD WisdomTree U.S. Total Dividend Fund 0.9 28 51 6.3 -0.4
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 0.9 10 69 8.0 +1.3
FTC First Trust Large Cap Growth AlphaDEX Fund 0.9 59 20 2.7 -4.0
PSCH Invesco S&P SmallCap Health Care ETF 0.9 29 50 4.3 -2.4
XHE SPDR S&P Health Care Equipment ETF 0.9 35 44 3.7 -3.0
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.9 47 32 9.0 +2.4
DEEP Roundhill Acquirers Deep Value ETF 0.9 80 -1 17.5 +10.9
ABLS Abacus FCF Small Cap Leaders ETF 0.9 59 20 6.3 -0.4
IDU iShares U.S. Utilities ETF 0.9 40 39 4.5 -2.2
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.9 39 40 11.5 +4.9
NURE Nuveen Short-Term REIT ETF 0.9 35 44 8.5 +1.9
REZ iShares Residential and Multisector Real Estate ETF 0.9 48 31 6.5 -0.2
HAUS Residential REIT ETF 0.9 60 19 5.8 -0.9
CCMG CCM Global Equity ETF 0.9 34 45 8.3 +1.7
RNIN Bushido Capital US SMID Cap Equity ETF 0.9 70 9 10.5 +3.8
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 4 5.3 -1.4
IMCG iShares Morningstar Mid-Cap Growth ETF 0.8 6 73 4.0 -2.7
FCPI Fidelity Stocks for Inflation ETF 0.8 15 64 7.5 +0.8
FDM First Trust Dow Jones Select MicroCap Index Fund 0.8 60 19 7.6 +0.9
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.8 30 49 13.7 +7.0
DARP Grizzle Growth ETF 0.8 75 4 2.6 -4.1
VCR Vanguard Consumer Discretionary ETF 0.8 9 70 4.4 -2.3
BBCA JPMorgan BetaBuilders Canada ETF 0.8 19 60 6.1 -0.5
LOWV AB US Low Volatility Equity ETF 0.8 48 31 5.1 -1.6
FXL First Trust Technology AlphaDEX Fund 0.8 61 18 5.1 -1.6
NXTG First Trust Indxx NextG ETF 0.8 70 9 4.8 -1.8
ISRA VanEck Israel ETF 0.8 59 20 7.0 +0.3
XITK SPDR FactSet Innovative Technology ETF 0.8 45 34 -0.3 -7.0
ITEQ BlueStar Israel Technology ETF 0.8 75 4 1.6 -5.1
ERTH Invesco MSCI Sustainable Future ETF 0.8 62 17 3.5 -3.2
AGNG Global X Aging Population ETF 0.8 50 29 4.9 -1.8
IWD iShares Russell 1000 Value ETF 0.8 19 60 6.4 -0.3
VONV Vanguard Russell 1000 Value ETF 0.8 7 72 6.5 -0.2
FUNL CornerCap Fundametrics Large-Cap ETF 0.8 50 29 7.2 +0.5
FDWM Fidelity Women's Leadership ETF 0.8 59 20 4.7 -2.0
WLDR Affinity World Leaders Equity ETF 0.8 67 12 7.4 +0.7
FLV American Century Focused Large Cap Value ETF 0.8 42 37 6.7 +0.0
CUT Invesco MSCI Global Timber ETF 0.8 61 18 11.1 +4.4
FNCL Fidelity MSCI Financials Index ETF 0.8 8 71 6.5 -0.2
ZAP Global X U.S. Electrification ETF 0.8 50 29 3.8 -2.9
STXV Strive 1000 Value ETF 0.7 18 61 8.0 +1.3
IWP iShares Russell Mid-Cap Growth ETF 0.7 23 56 3.5 -3.1
FPX First Trust US Equity Opportunities ETF 0.7 61 18 0.9 -5.8
IQM Franklin Intelligent Machines ETF 0.7 50 29 1.7 -4.9
HKND Humankind US Stock ETF 0.7 11 68 6.9 +0.2
COPY Tweedy, Browne Insider + Value ETF 0.7 80 -1 11.7 +5.0
DGRW WisdomTree US Quality Dividend Growth Fund 0.7 28 51 5.4 -1.3
FNDB Schwab Fundamental US Broad Market Index ETF 0.7 25 54 7.1 +0.4
WISE Themes Generative Artificial Intelligence ETF 0.7 35 44 0.3 -6.3
VLU SPDR S&P 1500 Value Tilt ETF 0.7 12 67 7.3 +0.6
KNO AXS Knowledge Leaders ETF 0.7 78 1 5.9 -0.7
VFH Vanguard Financials ETF 0.7 9 70 6.5 -0.2
JHML John Hancock Multifactor Large Cap ETF 0.7 29 50 5.2 -1.5
KBWY Invesco KBW Premium Yield Equity REIT ETF 0.7 35 44 9.1 +2.4
VIG Vanguard Dividend Appreciation ETF 0.7 5 74 5.5 -1.2
FILL iShares MSCI Global Energy Producers ETF 0.6 39 40 11.6 +5.0
PFM Invesco Dividend Achievers ETF 0.6 53 26 5.2 -1.5
IEDI iShares U.S. Consumer Focused ETF 0.6 18 61 5.6 -1.0
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.6 15 64 4.7 -1.9
KOMP SPDR S&P Kensho New Economies Composite ETF 0.6 20 59 2.3 -4.4
DFAU Dimensional US Core Equity Market ETF 0.6 12 67 4.9 -1.8
SMOT VanEck Morningstar SMID Moat ETF 0.6 49 30 6.6 -0.0
PRF Invesco FTSE RAFI US 1000 ETF 0.6 39 40 6.6 -0.1
HART IQ Healthy Hearts ETF 0.6 45 34 6.8 +0.1
STXD Strive 1000 Dividend Growth ETF 0.6 35 44 4.8 -1.9
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.6 15 64 4.6 -2.0
PSCT Invesco S&P SmallCap Information Technology ETF 0.6 29 50 4.5 -2.2
DGRO iShares Core Dividend Growth ETF 0.6 8 71 6.5 -0.2
IMCB iShares Morningstar Mid-Cap ETF 0.6 4 75 6.1 -0.6
VYM Vanguard High Dividend Yield Index ETF 0.6 6 73 7.0 +0.3
RECS Columbia Research Enhanced Core ETF 0.6 15 64 5.5 -1.2
UIVM VictoryShares International Value Momentum ETF 0.6 35 44 8.9 +2.2
FFLC Fidelity Fundamental Large Cap Core ETF 0.6 38 41 4.4 -2.3
IYF iShares U.S. Financials ETF 0.6 40 39 6.0 -0.7
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.6 49 30 4.7 -2.0
JETS U.S. Global Jets ETF 0.6 60 19 2.9 -3.7
IWV iShares Russell 3000 ETF 0.6 20 59 4.6 -2.1
ULVM VictoryShares US Value Momentum ETF 0.6 20 59 7.2 +0.5
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.6 15 64 8.8 +2.1
IUSG iShares Core S&P U.S. Growth ETF 0.5 4 75 4.0 -2.7
JGRO JPMorgan Active Growth ETF 0.5 44 35 3.2 -3.4
VTHR Vanguard Russell 3000 ETF 0.5 7 72 4.7 -2.0
IYC iShares U.S. Consumer Discretionary ETF 0.5 40 39 3.8 -2.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.5 3 76 4.7 -2.0
NUDV Nuveen ESG Dividend ETF 0.5 26 53 7.6 +1.0
VSDA VictoryShares Dividend Accelerator ETF 0.5 35 44 7.3 +0.6
VTI Vanguard Total Stock Market ETF 0.5 3 76 4.7 -2.0
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.5 3 76 5.0 -1.7
SCHB Schwab U.S. Broad Market ETF 0.5 3 76 4.8 -1.8
VHT Vanguard Health Care ETF 0.5 9 70 5.9 -0.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.5 11 68 4.7 -2.0
SCHV Schwab U.S. Large-Cap Value ETF 0.5 4 75 6.7 +0.0
FHLC Fidelity MSCI Health Care Index ETF 0.5 8 71 6.1 -0.5
EUSA iShares MSCI USA Equal Weighted ETF 0.5 9 70 6.1 -0.5
FMKT The Free Markets ETF 0.5 76 3 1.5 -5.2
SIZE iShares MSCI USA Size Factor ETF 0.5 15 64 6.1 -0.6
RCGE RockCreek Global Equality ETF 0.5 95 -16 6.6 -0.0
QDF FlexShares Quality Dividend Index Fund 0.5 37 42 6.0 -0.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.5 29 50 4.5 -2.2
APUE ActivePassive U.S. Equity ETF 0.5 45 34 4.5 -2.2
DFUS Dimensional U.S. Equity ETF 0.5 9 70 4.6 -2.0
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.5 29 50 7.7 +1.0
COWZ Pacer US Cash Cows 100 ETF 0.5 49 30 9.5 +2.9
SCHK Schwab 1000 Index ETF 0.5 5 74 4.8 -1.9
TRFK Pacer Data and Digital Revolution ETF 0.5 60 19 2.6 -4.1
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.5 35 44 10.0 +3.3
IYY iShares Dow Jones U.S. ETF 0.4 20 59 4.6 -2.1
FNDX Schwab Fundamental US Large Co. Index ETF 0.4 25 54 7.0 +0.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.4 19 60 6.2 -0.4
RDVY First Trust Rising Dividend Achievers ETF 0.4 50 29 6.7 +0.0
QINT American Century Quality Diversified International ETF 0.4 39 40 7.2 +0.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.4 9 70 6.1 -0.5
ESGV Vanguard ESG U.S. Stock ETF 0.4 9 70 4.5 -2.1
IDLV Invesco S&P International Developed Low Volatility ETF 0.4 25 54 6.4 -0.3
SXQG ETC 6 Meridian Quality Growth ETF 0.4 100 -21 4.7 -2.0
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.4 46 33 9.8 +3.1
SAGP Strategas Global Policy Opportunities ETF 0.4 65 14 5.4 -1.3
IWB iShares Russell 1000 ETF 0.4 15 64 4.7 -2.0
VONE Vanguard Russell 1000 ETF 0.4 7 72 4.7 -1.9
IUS Invesco RAFI Strategic US ETF 0.4 19 60 6.7 +0.0
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.4 46 33 5.7 -1.0
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 58 3.5 -3.2
QGRO American Century U.S. Quality Growth ETF 0.4 29 50 3.5 -3.1
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.4 12 67 4.4 -2.3
FEX First Trust Large Cap Core AlphaDEX Fund 0.4 59 20 5.8 -0.9
IYG iShares US Financial Services ETF 0.4 40 39 5.4 -1.3
JHDV John Hancock U.S. High Dividend ETF 0.4 34 45 6.4 -0.3
IYH iShares U.S. Healthcare ETF 0.3 40 39 6.8 +0.1
IUSV iShares Core S&P US Value ETF 0.3 4 75 6.3 -0.4
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.3 50 29 5.1 -1.6
VT Vanguard Total World Stock ETF 0.3 6 73 5.6 -1.0
DFLV Dimensional US Large Cap Value ETF 0.3 22 57 7.7 +1.1
DIVB iShares Core Dividend ETF 0.3 5 74 8.1 +1.4
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 0.3 5 74 8.0 +1.3
IMCV iShares Morningstar Mid-Cap Value ETF 0.3 6 73 8.1 +1.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.3 65 14 3.4 -3.3
PKW Invesco Buyback Achievers ETF 0.3 62 17 7.1 +0.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.3 9 70 5.1 -1.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.3 20 59 4.9 -1.8
STXG Strive 1000 Growth ETF 0.3 18 61 3.7 -3.0
FQAL Fidelity Quality Factor ETF 0.3 15 64 5.6 -1.1
SCHX Schwab U.S. Large-Cap ETF 0.3 3 76 4.8 -1.9
HDV iShares Core High Dividend ETF 0.3 8 71 7.4 +0.7
LQPE PEO AlphaQuest Thematic PE ETF 0.3 125 -46 5.2 -1.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.3 25 54 5.9 -0.8
DHS WisdomTree U.S. High Dividend Fund 0.3 38 41 8.2 +1.6
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.3 15 64 4.6 -2.1
ITAN Sparkline Intangible Value ETF 0.3 50 29 6.3 -0.4
EWC iShares MSCI Canada ETF 0.3 50 29 5.8 -0.8
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 0.3 8 71 6.0 -0.7
FDRR Fidelity Dividend ETF for Rising Rates 0.3 15 64 6.7 +0.1
TTAC FCF US Quality ETF 0.2 59 20 6.5 -0.2
WOMN Impact Shares YWCA Women's Empowerment ETF 0.2 75 4 5.3 -1.3
GNR SPDR S&P Global Natural Resources ETF 0.2 40 39 10.8 +4.2
VDC Vanguard Consumer Staples ETF 0.2 9 70 6.0 -0.7
NULV Nuveen ESG Large-Cap Value ETF 0.2 26 53 6.2 -0.5
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.2 42 37 7.0 +0.3
OCEN IQ Clean Oceans ETF 0.2 45 34 6.1 -0.6
CIBR First Trust NASDAQ Cybersecurity ETF 0.2 60 19 3.9 -2.7
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.2 47 32 5.8 -0.9
FSST Fidelity Sustainable U.S. Equity ETF 0.2 59 20 4.2 -2.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.2 14 65 4.7 -2.0
IHI iShares U.S. Medical Devices ETF 0.2 40 39 4.0 -2.7
VLUE iShares MSCI USA Value Factor ETF 0.2 15 64 8.8 +2.2
LRGF iShares U.S. Equity Factor ETF 0.2 8 71 5.2 -1.4
HAP VanEck Natural Resources ETF 0.2 50 29 9.1 +2.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.2 10 69 4.2 -2.5
EQIN Columbia US Equity Income ETF 0.2 35 44 6.6 -0.0
RAFE PIMCO RAFI ESG U.S. ETF 0.2 29 50 6.8 +0.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.2 20 59 5.4 -1.3
DFVX Dimensional US Large Cap Vector ETF 0.2 22 57 6.2 -0.5
VEGN US Vegan Climate ETF 0.2 60 19 4.2 -2.4
AVDV Avantis International Small Cap Value ETF 0.2 36 43 9.2 +2.5
AVDE Avantis International Equity ETF 0.2 23 56 7.2 +0.5
DSI iShares MSCI KLD 400 Social ETF 0.2 25 54 4.6 -2.1
DUHP Dimensional US High Profitability ETF 0.2 21 58 6.3 -0.4
AVIV Avantis International Large Cap Value ETF 0.2 25 54 8.4 +1.7
ILCG iShares Morningstar Growth ETF 0.2 4 75 3.5 -3.2
BULD Pacer BlueStar Engineering the Future ETF 0.2 60 19 0.3 -6.4
AVSD Avantis Responsible International Equity ETF 0.2 23 56 5.5 -1.2
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 40 6.6 -0.0
VIGI Vanguard International Dividend Appreciation ETF 0.1 10 69 6.3 -0.3
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.1 48 31 6.2 -0.5
SCHG Schwab U.S. Large-Cap Growth ETF 0.1 4 75 3.8 -2.8
DFIS Dimensional International Small Cap ETF 0.1 39 40 7.2 +0.5
SCHD Schwab US Dividend Equity ETF 0.1 6 73 10.0 +3.4
SHE SPDR MSCI USA Gender Diversity ETF 0.1 20 59 4.9 -1.8
ILCB iShares Morningstar U.S. Equity ETF 0.1 3 76 4.6 -2.0
FDL First Trust Morningstar Dividend Leaders Index Fund 0.1 45 34 10.8 +4.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.1 10 69 4.7 -1.9
FELC Fidelity Enhanced Large Cap Core ETF 0.1 18 61 5.0 -1.7
NACP Impact Shares NAACP Minority Empowerment ETF 0.1 49 30 4.4 -2.2
DURA VanEck Durable High Dividend ETF 0.1 29 50 8.8 +2.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.1 32 47 4.8 -1.8
DFIC Dimensional International Core Equity 2 ETF 0.1 23 56 7.3 +0.6
DIHP Dimensional International High Profitability ETF 0.1 29 50 7.0 +0.4
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.1 10 69 4.1 -2.5
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 30 6.8 +0.1
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.1 12 67 4.4 -2.3
EPS WisdomTree U.S. LargeCap Fund 0.1 8 71 5.5 -1.1
KOKU Xtrackers MSCI Kokusai Equity ETF 0.1 9 70 5.0 -1.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.1 7 72 4.9 -1.8
BKIE BNY Mellon International Equity ETF 0.1 4 75 6.9 +0.2
RODE Hartford Multifactor Diversified International ETF 0.1 29 50 11.5 +4.8
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 40 5.7 -1.0
CRTC Xtrackers US National Critical Technologies ETF 0.1 35 44 4.6 -2.1
QUAL iShares MSCI USA Quality Factor ETF 0.1 15 64 5.3 -1.4
SUSL iShares ESG MSCI USA Leaders ETF 0.1 10 69 4.7 -1.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1 9 70 5.4 -1.2
INRO iShares U.S. Industry Rotation Active ETF 0.1 42 37 4.1 -2.6
IQLT iShares MSCI Intl Quality Factor ETF 0.1 30 49 6.1 -0.6
IWF iShares Russell 1000 Growth ETF 0.1 19 60 4.2 -2.5
VONG Vanguard Russell 1000 Growth ETF 0.1 7 72 4.3 -2.4
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 54 7.0 +0.3
FIVA Fidelity International Value Factor ETF 0.1 18 61 9.6 +2.9
ILCV iShares Morningstar Value ETF 0.1 4 75 6.3 -0.4
AFLG First Trust Active Factor Large Cap ETF 0.1 55 24 6.2 -0.5
PBUS Invesco MSCI USA ETF 0.1 4 75 4.7 -2.0
IYW iShares U.S. Technology ETF 0.1 40 39 3.5 -3.2
FBCG Fidelity Blue Chip Growth ETF 0.1 59 20 2.7 -4.0
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.1 41 38 7.0 +0.4
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.1 18 61 7.7 +1.0
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.1 33 46 9.3 +2.7
QUS SPDR MSCI USA StrategicFactors ETF 0.1 15 64 5.6 -1.1
TOV JLens 500 Jewish Advocacy U.S. ETF 0.1 18 61 4.4 -2.2
DXIV Dimensional International Vector Equity ETF 0.1 34 45 7.7 +1.1
TOK iShares MSCI Kokusai ETF 0.1 26 53 4.9 -1.8
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.1 12 67 5.8 -0.9
URTH iShares MSCI World ETF 0.1 24 55 4.9 -1.8
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 37 5.2 -1.5
USXF iShares ESG Advanced MSCI USA ETF 0.1 10 69 4.5 -2.2
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.1 39 40 7.8 +1.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.0 12 67 4.9 -1.7
ACWI iShares MSCI ACWI ETF 0.0 32 47 5.3 -1.4
DFAI Dimensional International Core Equity Market ETF 0.0 18 61 7.0 +0.3
FTEC Fidelity MSCI Information Technology Index ETF 0.0 8 71 3.6 -3.0
IGV iShares Expanded Tech-Software Sector ETF 0.0 41 38 2.6 -4.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.0 9 70 4.7 -2.0
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.0 50 29 4.2 -2.5
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 49 7.6 +1.0
QWLD SPDR MSCI World StrategicFactors ETF 0.0 30 49 5.8 -0.8
VGT Vanguard Information Technology ETF 0.0 9 70 3.6 -3.1
IMTM iShares MSCI Intl Momentum Factor ETF 0.0 30 49 5.4 -1.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.0 2 77 4.7 -1.9
GLBL Pacer MSCI World Industry Advantage ETF 0.0 65 14 3.9 -2.7
IDEV iShares Core MSCI International Developed Markets ETF 0.0 4 75 6.8 +0.1
SCHF Schwab International Equity ETF 0.0 6 73 7.0 +0.4
IGRO iShares International Dividend Growth ETF 0.0 15 64 7.2 +0.5
VEA Vanguard FTSE Developed Markets ETF 0.0 3 76 7.0 +0.3
VSGX Vanguard ESG International Stock ETF 0.0 10 69 7.4 +0.7
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.0 40 39 3.5 -3.2
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 76 6.8 +0.1
ACWX iShares MSCI ACWI ex U.S. ETF 0.0 34 45 7.4 +0.7
BKLC BNY Mellon US Large Cap Core Equity ETF 0.0 0 79 4.7 -1.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.0 7 72 4.6 -2.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.0 10 69 4.9 -1.7
IXUS iShares Core MSCI Total International Stock ETF 0.0 7 72 7.6 +0.9
VEU Vanguard FTSE All-World ex-US Index Fund 0.0 4 75 7.8 +1.2
VXUS Vanguard Total International Stock ETF 0.0 5 74 7.6 +1.0
CWI SPDR MSCI ACWI ex-US ETF 0.0 30 49 7.3 +0.6
SFY SoFi Select 500 ETF 0.0 0 79 4.2 -2.5
IGM iShares Expanded Tech Sector ETF 0.0 41 38 3.5 -3.1
AVDS Avantis International Small Cap Equity ETF 0.0 30 49 7.2 +0.5

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:		 Opus Small Cap Value ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

OVERWEIGHT
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 15.8 %
Divided by: Fwd. P/BV 2.1 x
Less: Expense ratio 79 bp
Equals: ALTAR Score 6.7 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.56 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.