Opus Small Cap Value ETF
ALTAR
Score™		 5.7% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 17.8x P/Sales
ratio		 2.4x
P/BV
ratio		 2.6x Div.
yield		 1.9%


  • 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) $684
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 66
Wgt avg mkt cap (mns) $6,313
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
PRIMORIS SERVICES CORP 2.9 %
ENSIGN GROUP INC/THE 2.7 %
VIPER ENERGY PARTNERS LP 2.6 %
AMERICAN HEALTHC 2.4 %
TEXAS ROADHOUSE INC 2.4 %
HAWKINS INC 2.3 %
HANOVER INSURANCE GROUP INC/ 2.3 %
FLOWSERVE CORP 2.2 %
NVENT ELECTRIC PLC 2.2 %
ARCOSA INC 2.2 %
Total 24.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 92.6 %
BRITAIN 2.2 %
CANADA 2.2 %
PANAMA 1.2 %







HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
6.7% 14.5% 5.6% -- 7.6%

Market Correlations
versus... Beta R-squared
S&P500 0.72 65%
MSCI EAFE 0.71 55%
MSCI Emg. Mkts. 0.54 41%

Technical Indicators
Recent close $41.46
30d moving avg. $39.58
Annualized volatility 15.3%
Short interest (ETF) 0.3%
Short interest (Underlying) 2.6%
Relative strength (RSI) 59

Liquidity measures
Avg. volume (thou.) 33
Turnover 0.2%
Bid/Ask (% of price) 0.08%
ADV underlying (mns) $1,880

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 705 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™: 5.7%


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
(%)
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 16.1 80 -1 6.6 +1.0
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 15.8 48 31 7.8 +2.2
XMLV Invesco S&P MidCap Low Volatility ETF 15.4 25 54 6.7 +1.0
FSCS First Trust SMID Capital Strength ETF 14.7 60 19 6.7 +1.1
SMAP Amplify Small-Mid Cap Equity ETF 13.3 60 19 4.4 -1.3
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 13.2 40 39 6.6 +0.9
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 13.0 60 19 5.7 -0.0
JPSV JPMorgan Active Small Cap Value ETF 11.5 74 5 7.5 +1.9
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 11.3 20 59 5.6 -0.1
SMOX Horizon Small/Mid Cap Core Equity ETF 10.9 75 4 5.3 -0.4
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 10.4 60 19 5.1 -0.5
RNMC First Trust Mid Cap US Equity Select ETF 10.3 60 19 6.5 +0.9
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 10.2 55 24 3.1 -2.5
DON WisdomTree U.S. MidCap Dividend Fund 9.9 38 41 8.0 +2.4
RNSC Furst Trust Small Cap US Equity Select ETF 9.5 60 19 4.5 -1.2
DBSC Deepwater Beachfront Small Cap ETF 9.0 85 -6 1.1 -4.6
MIDE Xtrackers S&P MidCap 400 ESG ETF 8.9 15 64 6.8 +1.1
MDY SPDR S&P Midcap 400 ETF Trust 8.8 23 56 5.9 +0.2
AIRR First Trust RBA American Industrial Renaissance ETF 8.7 70 9 3.5 -2.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 8.6 15 64 6.1 +0.4
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 8.4 15 64 4.1 -1.6
IJK iShares S&P Mid-Cap 400 Growth ETF 8.4 17 62 4.1 -1.6
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 8.4 3 76 6.1 +0.4
IJH iShares Core S&P Mid-Cap ETF 8.4 5 74 6.0 +0.4
XJH iShares ESG Screened S&P Mid-Cap ETF 8.3 12 67 5.9 +0.2
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 8.3 15 64 7.9 +2.2
IJJ iShares S&P Mid-Cap 400 Value ETF 8.2 18 61 7.8 +2.2
QABA First Trust NASDAQ ABA Community Bank Index Fund 8.2 60 19 7.8 +2.2
SMDV ProShares Russell 2000 Dividend Growers ETF 8.1 40 39 6.8 +1.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 8.1 10 69 8.0 +2.3
IVOO Vanguard S&P Mid-Cap 400 ETF 8.1 7 72 6.0 +0.4
FSMD Fidelity Small-Mid Multifactor ETF 8.1 15 64 6.5 +0.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 8.0 10 69 4.1 -1.6
FNX First Trust Mid Cap Core AlphaDEX Fund 7.9 60 19 6.2 +0.5
EZM WisdomTree U.S. MidCap Fund 7.9 38 41 8.0 +2.3
RUNN Running Oak Efficient Growth ETF 7.8 58 21 4.6 -1.1
FNK First Trust Mid Cap Value AlphaDEX Fund 7.8 70 9 9.6 +3.9
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 7.7 49 30 6.5 +0.9
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 7.5 15 64 3.7 -2.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 7.5 70 9 2.0 -3.6
VRAI Virtus Real Asset Income ETF 7.4 55 24 8.4 +2.8
IJT iShares S&P Small-Cap 600 Growth ETF 7.4 18 61 3.7 -2.0
ISCG iShares Morningstar Small-Cap Growth ETF 7.2 6 73 2.7 -3.0
DGLO First Trust RBA Deglobalization ETF 7.1 70 9 5.4 -0.2
XMMO Invesco S&P MidCap Momentum ETF 7.0 34 45 3.4 -2.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 6.9 10 69 3.7 -2.0
JHSC John Hancock Multifactor Small Cap ETF 6.8 42 37 5.9 +0.3
ALIL Argent Focused Small Cap ETF 6.8 74 5 5.6 -0.1
CSMD Congress SMid Growth ETF 6.8 69 10 3.5 -2.2
XMHQ Invesco S&P MidCap Quality ETF 6.7 25 54 5.9 +0.2
FLQS Franklin U.S. Small Cap Multifactor Index ETF 6.6 35 44 6.0 +0.3
AFMC First Trust Active Factor Mid Cap ETF 6.6 65 14 7.1 +1.4
CSA VictoryShares US Small Cap Volatility Wtd ETF 6.6 35 44 6.5 +0.8
STXM Strive Mid-Cap ETF 6.5 18 61 5.7 +0.1
JMEE JPMorgan Market Expansion Enhanced Equity ETF 6.4 24 55 6.0 +0.3
PSCF Invesco S&P SmallCap Financials ETF 6.4 29 50 8.3 +2.7
PXE Invesco Energy Exploration & Production ETF 6.3 60 19 12.3 +6.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 6.3 7 72 5.3 -0.4
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 6.3 35 44 8.7 +3.0
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 6.2 35 44 6.3 +0.6
FSGS First Trust SMID Growth Strength ETF 6.1 60 19 4.7 -0.9
KBE State Street SPDR S&P Bank ETF 6.1 35 44 8.5 +2.8
FPWR First Trust EIP Power Solutions ETF 6.0 96 -17 4.3 -1.4
IQSM IQ Candriam U.S. Mid Cap Equity ETF 6.0 15 64 5.1 -0.6
DSMC Distillate Small/Mid Cash Flow ETF 6.0 55 24 11.0 +5.3
TPSC Timothy Plan US Small Cap Core ETF 5.9 52 27 6.5 +0.8
ISCB iShares Morningstar Small-Cap ETF 5.9 4 75 5.4 -0.3
ESML iShares ESG Aware MSCI USA Small-Cap ETF 5.9 17 62 5.0 -0.7
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 5.9 38 41 8.9 +3.3
VBR Vanguard Small Cap Value ETF 5.9 7 72 7.8 +2.2
FCG First Trust Natural Gas ETF 5.8 60 19 14.1 +8.4
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 5.8 65 14 5.1 -0.6
NUSC Nuveen ESG Small-Cap ETF 5.8 31 48 4.9 -0.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 5.8 4 75 5.6 -0.1
SCHM Schwab U.S. Mid-Cap ETF 5.7 4 75 5.9 +0.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 5.7 60 19 6.8 +1.1
GRPZ Invesco S&P SmallCap 600 GARP ETF 5.7 35 44 6.1 +0.5
GLRY Inspire Faithward Mid Cap Momentum ETF 5.6 80 -1 3.6 -2.1
BKSE BNY Mellon US Small Cap Core Equity ETF 5.6 4 75 5.2 -0.5
DFAS Dimensional U.S. Small Cap ETF 5.5 26 53 5.6 -0.1
XSLV Invesco S&P SmallCap Low Volatility ETF 5.5 25 54 7.4 +1.7
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 5.5 39 40 3.5 -2.1
KRE State Street SPDR S&P Regional Banking ETF 5.5 35 44 8.4 +2.8
STXK Strive Small-Cap ETF 5.5 18 61 5.2 -0.5
SMLF iShares U.S. SmallCap Equity Factor ETF 5.5 15 64 4.9 -0.7
FXN First Trust Energy AlphaDEX Fund 5.5 62 17 10.7 +5.1
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 5.5 12 67 3.4 -2.2
BLDG Cambria Global Real Estate ETF 5.5 60 19 11.1 +5.4
XHS State Street SPDR S&P Health Care Services ETF 5.5 35 44 4.0 -1.7
VAMO Cambria Value & Momentum ETF 5.4 61 18 5.2 -0.5
EIPX FT Energy Income Partners Strategy ETF 5.4 95 -16 5.9 +0.2
RFG Invesco S&P Midcap 400 Pure Growth ETF 5.3 35 44 4.4 -1.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 5.3 29 50 6.4 +0.7
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 5.3 3 76 6.4 +0.8
FLDZ RiverNorth Patriot ETF 5.3 75 4 5.5 -0.1
XJR iShares ESG Screened S&P Small-Cap ETF 5.3 12 67 6.2 +0.5
IJR iShares Core S&P Small Cap ETF 5.3 6 73 6.4 +0.7
TCAI Tortoise AI Infrastructure ETF 5.2 65 14 1.4 -4.3
RWK Invesco S&P MidCap 400 Revenue ETF 5.2 39 40 7.8 +2.1
PSCI Invesco S&P SmallCap Industrials ETF 5.1 29 50 4.5 -1.1
RZG Invesco S&P Smallcap 600 Pure Growth ETF 5.1 35 44 3.0 -2.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5.1 24 55 7.1 +1.4
ECML Euclidean Fundamental Value ETF 5.1 95 -16 8.9 +3.3
SCHA Schwab U.S. Small-Cap ETF 5.1 4 75 4.4 -1.2
EMLP First Trust North American Energy Infrastructure Fund 5.0 95 -16 4.6 -1.1
RITA ETFB Green SRI REITs ETF 5.0 50 29 5.4 -0.3
EIPI FT Energy Income Partners Enhanced Income ETF 5.0 110 -31 5.3 -0.3
ETHO Etho Climate Leadership U.S. ETF 4.9 47 32 4.3 -1.4
KIE State Street SPDR S&P Insurance ETF 4.9 35 44 6.6 +1.0
VIOO Vanguard S&P Small-Cap 600 ETF 4.8 7 72 6.3 +0.6
PPTY US Diversified Real Estate ETF 4.8 53 26 7.5 +1.8
SIXL ETC 6 Meridian Low Beta Equity ETF 4.8 80 -1 5.8 +0.1
IHF iShares U.S. Healthcare Providers ETF 4.8 40 39 8.0 +2.3
VXF Vanguard Extended Market ETF 4.8 5 74 3.8 -1.9
SMCF Themes US Small Cap Cash Flow Champions ETF 4.8 29 50 9.9 +4.3
ISCV iShares Morningstar Small Cap Value ETF 4.7 6 73 7.8 +2.1
BFOR ALPS Barron's 400 ETF 4.6 65 14 4.9 -0.8
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 4.6 12 67 6.7 +1.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 4.5 15 64 6.3 +0.6
PSC Principal U.S. Small-Cap ETF 4.5 38 41 3.7 -2.0
RWR State Street SPDR Dow Jones REIT ETF 4.5 25 54 6.6 +1.0
AMID Argent Mid Cap ETF Argent Mid Cap ETF 4.5 52 27 4.9 -0.8
VB Vanguard Small-Cap ETF 4.4 5 74 5.2 -0.5
DFAT Dimensional U.S. Targeted Value ETF 4.4 28 51 8.7 +3.0
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF 4.4 35 44 10.4 +4.8
PKB Invesco Building & Construction ETF 4.4 62 17 3.4 -2.3
MDCP VictoryShares THB Mid Cap ESG ETF 4.4 55 24 4.7 -1.0
TPYP Tortoise North American Pipeline Fund 4.4 40 39 5.0 -0.7
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 4.3 59 20 4.6 -1.1
IWO iShares Russell 2000 Growth ETF 4.3 24 55 0.5 -5.2
RSSL Global X Russell 2000 ETF 4.3 8 71 2.7 -2.9
IWM iShares Russell 2000 ETF 4.3 19 60 2.7 -3.0
XSMO Invesco S&P SmallCap Momentum ETF 4.3 39 40 3.6 -2.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.2 25 54 7.8 +2.1
LNGX Global X U.S. Natural Gas ETF 4.2 45 34 10.2 +4.5
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 4.2 15 64 6.4 +0.7
VTWV Vanguard Russell 2000 Value ETF 4.2 10 69 5.0 -0.7
IWN iShares Russell 2000 Value ETF 4.2 24 55 4.8 -0.8
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 4.2 60 19 4.2 -1.5
AVUV Avantis U.S. Small Cap Value ETF 4.2 25 54 8.0 +2.4
ABLD Abacus FCF Real Assets Leaders ETF 4.2 69 10 6.1 +0.5
DES WisdomTree U.S. SmallCap Dividend Fund 4.1 38 41 8.1 +2.4
HAPS Harbor Human Capital Factor US Small Cap ETF 4.1 60 19 3.4 -2.2
FNDA Schwab Fundamental US Small Co. Index ETF 4.0 25 54 6.1 +0.4
BOUT Innovator IBD Breakout Opportunities ETF 4.0 81 -2 3.0 -2.7
PRN Invesco Dorsey Wright Industrials Momentum ETF 4.0 60 19 1.2 -4.5
COWS Amplify Cash Flow Dividend Leaders ETF 4.0 0 79 7.4 +1.8
XSHQ Invesco S&P SmallCap Quality ETF 3.9 29 50 6.7 +1.1
FDLS Inspire Fidelis Multi Factor ETF 3.9 76 3 3.2 -2.5
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 3.9 61 18 5.7 +0.1
FVD First Trust Value Line Dividend Index Fund 3.9 65 14 5.6 -0.1
GOP Unusual Whales Subversive Republican Trading ETF 3.9 50 29 4.4 -1.3
POWR iShares U.S. Power Infrastructure ETF 3.8 40 39 3.9 -1.8
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 3.8 60 19 -0.9 -6.6
DFSV Dimensional US Small Cap Value ETF 3.8 31 48 8.9 +3.2
USRT iShares Core U.S. REIT ETF 3.8 8 71 6.9 +1.2
VTWO Vanguard Russell 2000 ETF 3.8 7 72 2.8 -2.9
JHMM John Hancock Multifactor Mid Cap ETF 3.8 42 37 5.4 -0.3
FLOW Global X U.S. Cash Flow Kings 100 ETF 3.8 25 54 11.5 +5.8
ITB iShares U.S. Home Construction ETF 3.8 40 39 11.4 +5.8
FXO First Trust Financials AlphaDEX Fund 3.7 62 17 8.1 +2.4
XMVM Invesco S&P MidCap Value with Momentum ETF 3.7 39 40 7.5 +1.8
LSAF LeaderShares AlphaFactor US Core Equity ETF 3.7 75 4 6.1 +0.5
WSML iShares MSCI World Small-Cap ETF 3.7 15 64 5.3 -0.4
DFAR Dimensional US Real Estate ETF 3.6 19 60 7.1 +1.4
SFLO VictoryShares Small Cap Free Cash Flow ETF 3.6 49 30 8.2 +2.5
VOLT Tema Electrification ETF 3.6 75 4 2.4 -3.3
GRPM Invesco S&P MidCap 400 GARP ETF 3.5 35 44 6.8 +1.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.5 20 59 4.1 -1.6
FRI First Trust S&P REIT Index Fund 3.5 50 29 6.4 +0.7
KBWR Invesco KBW Regional Banking ETF 3.5 35 44 8.0 +2.3
FXH First Trust Health Care AlphaDEX Fund 3.5 62 17 4.7 -1.0
IEO iShares U.S. Oil & Gas Exploration & Production ETF 3.5 40 39 10.4 +4.7
PDP Invesco Dorsey Wright Momentum ETF 3.5 62 17 1.5 -4.2
SMMD iShares Russell 2500 ETF 3.5 15 64 5.6 -0.1
VTWG Vanguard Russell 2000 Growth ETF 3.4 10 69 0.6 -5.0
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 3.4 20 59 7.3 +1.6
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 3.4 12 67 5.4 -0.2
AUSF Global X Adaptive U.S. Factor ETF 3.4 27 52 8.0 +2.3
NETL NETLease Corporate Real Estate ETF 3.4 60 19 7.2 +1.6
CZA Invesco Zacks Mid-Cap ETF 3.3 72 7 5.8 +0.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 3.3 39 40 2.3 -3.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3.3 9 70 3.8 -1.9
AVSC Avantis U.S Small Cap Equity ETF 3.3 25 54 4.7 -1.0
FFSM Fidelity Fundamental Small-Mid Cap ETF 3.3 43 36 4.8 -0.8
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 3.3 49 30 4.6 -1.0
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 3.3 60 19 7.9 +2.2
SRHQ SRH U.S. Quality ETF 3.3 35 44 6.2 +0.5
TMFS Motley Fool Small-Cap Growth ETF 3.3 85 -6 1.1 -4.5
FXU First Trust Utilities AlphaDEX Fund 3.3 64 15 5.1 -0.6
NVIR Horizon Kinetics Energy and Remediation ETF 3.3 85 -6 5.2 -0.5
SURE AdvisorShares Insiders Advantage ETF 3.2 90 -11 8.1 +2.4
PSCM Invesco S&P SmallCap Materials ETF 3.2 29 50 9.3 +3.6
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 3.2 60 19 4.0 -1.7
KCE State Street SPDR S&P Capital Markets ETF 3.2 35 44 5.8 +0.1
QVAL Alpha Architect US Quantitative Value ETF 3.1 39 40 9.3 +3.6
ROSC Hartford Multifactor Small Cap ETF 3.1 34 45 7.2 +1.5
ISMD Inspire Small/Mid Cap ETF 3.1 54 25 5.2 -0.5
USMF WisdomTree U.S. Multifactor Fund 3.1 28 51 6.5 +0.8
GVLU Gotham 1000 Value ETF 3.1 50 29 8.1 +2.5
DRLL Strive U.S. Energy ETF 3.1 41 38 8.1 +2.5
AVMC Avantis U.S. Mid Cap Equity ETF 3.1 18 61 6.0 +0.3
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.1 30 49 7.4 +1.7
PTH Invesco Dorsey Wright Healthcare Momentum ETF 3.0 60 19 -1.6 -7.2
SQLV Royce Quant Small-Cap Quality Value ETF 3.0 60 19 8.0 +2.3
SIXS ETC 6 Meridian Small Cap Equity ETF 3.0 89 -10 7.8 +2.1
NDIV Amplify Natural Resources Dividend Income ETF 3.0 59 20 11.2 +5.6
BGDV Bahl & Gaynor Dividend ETF 3.0 45 34 3.9 -1.8
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 3.0 11 68 7.0 +1.3
HWAY Themes US Infrastructure ETF 3.0 29 50 4.7 -1.0
SYLD Cambria Shareholder Yield ETF 2.9 59 20 10.3 +4.7
EQAL Invesco Russell 1000 Equal Weight ETF 2.9 20 59 6.0 +0.3
KONG Formidable Fortress ETF 2.9 89 -10 5.2 -0.5
KBWP Invesco KBW Property & Casualty Insurance ETF 2.9 35 44 7.1 +1.4
RNIN Bushido Capital US SMID Cap Equity ETF 2.9 70 9 10.8 +5.1
FLRG Fidelity U.S. Multifactor ETF 2.8 15 64 5.8 +0.2
VNQ Vanguard Real Estate ETF 2.8 13 66 6.6 +1.0
AVMV Avantis U.S. Mid Cap Value ETF 2.8 20 59 7.3 +1.6
FAB First Trust Multi Cap Value AlphaDEX Fund 2.8 67 12 8.6 +2.9
ONEY State Street SPDR Russell 1000 Yield Focus ETF 2.8 20 59 8.8 +3.1
XHB State Street SPDR S&P Homebuilders ETF 2.8 35 44 10.6 +4.9
RWO SPDR Dow Jones Global Real Estate ETF 2.7 50 29 6.2 +0.5
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 2.7 55 24 9.0 +3.3
PEJ Invesco Leisure and Entertainment ETF 2.7 58 21 0.9 -4.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.7 64 15 1.3 -4.4
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.7 10 69 9.1 +3.4
VBK Vanguard Small-Cap Growth ETF 2.7 7 72 1.3 -4.4
QLV FlexShares US Quality Low Volatility Index Fund 2.7 22 57 5.0 -0.7
SDY State Street SPDR S&P Dividend ETF 2.7 35 44 6.1 +0.4
RFV Invesco S&P Midcap 400 Pure Value ETF 2.7 35 44 11.4 +5.8
PAVE Global X U.S. Infrastructure Development ETF 2.7 47 32 4.2 -1.5
JPRE JPMorgan Realty Income ETF 2.7 50 29 6.7 +1.1
FITE State Street SPDR S&P Kensho Future Security ETF 2.7 45 34 1.2 -4.5
WTRE WisdomTree New Economy Real Estate Fund 2.7 58 21 -0.3 -6.0
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 2.7 60 19 5.3 -0.4
INDS Pacer Industrial Real Estate ETF 2.7 55 24 5.9 +0.3
SPRE SP Funds S&P Global REIT Sharia ETF 2.7 55 24 5.1 -0.5
IRET iREIT - MarketVector Quality REIT Index ETF 2.7 60 19 5.9 +0.2
PFI Invesco Dorsey Wright Financial Momentum ETF 2.7 60 19 4.7 -1.0
SLYV State Street SPDR S&P 600 Small Cap Value ETF 2.7 15 64 9.1 +3.4
SCHH Schwab U.S. REIT ETF 2.7 7 72 7.1 +1.4
IJS iShares S&P Small-Cap 600 Value ETF 2.6 18 61 9.0 +3.3
IAT iShares U.S. Regional Banks ETF 2.6 40 39 8.2 +2.5
INFL Horizon Kinetics Inflation Beneficiaries ETF 2.6 85 -6 2.6 -3.1
DEUS Xtrackers Russell US Multifactor ETF 2.6 17 62 6.5 +0.8
LST Leuthold Select Industries ETF 2.6 91 -12 4.9 -0.8
AVRE Avantis Real Estate ETF 2.6 17 62 6.6 +1.0
FREL Fidelity MSCI Real Estate Index ETF 2.6 8 71 6.8 +1.2
AFSM First Trust Active Factor Small Cap ETF 2.6 75 4 5.9 +0.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.5 95 -16 -0.5 -6.2
FYX First Trust Small Cap Core AlphaDEX Fund 2.5 61 18 5.4 -0.3
REET iShares Global REIT ETF 2.5 14 65 6.8 +1.2
BYRE Principal Real Estate Active Opportunities ETF 2.5 65 14 6.9 +1.2
EES WisdomTree U.S. SmallCap Fund 2.5 38 41 7.9 +2.2
FPX First Trust US Equity Opportunities ETF 2.5 61 18 0.8 -4.8
PSR Invesco Active U.S. Real Estate Fund 2.5 35 44 6.9 +1.3
WTV WisdomTree US Value Fund of Benef Interest 2.4 12 67 7.9 +2.2
IPO Renaissance IPO ETF 2.4 60 19 1.8 -3.9
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 2.4 20 59 6.1 +0.5
FENY Fidelity MSCI Energy Index ETF 2.4 8 71 7.0 +1.4
VDE Vanguard Energy ETF 2.4 9 70 7.0 +1.3
ACSI American Customer Satisfaction ETF 2.4 65 14 4.7 -1.0
DFGR Dimensional Global Real Estate ETF 2.4 22 57 6.9 +1.2
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 2.3 45 34 4.3 -1.4
FIW First Trust Water ETF 2.3 53 26 4.9 -0.8
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.3 27 52 6.4 +0.8
TXS Texas Capital Texas Equity Index ETF 2.3 49 30 5.0 -0.7
XRT State Street SPDR S&P Retail ETF 2.3 35 44 7.2 +1.6
BEEZ Honeytree U.S. Equity ETF 2.3 64 15 3.6 -2.1
DVY iShares Select Dividend ETF 2.3 38 41 8.1 +2.4
AIPO Defiance AI & Power Infrastructure ETF 2.3 69 10 0.8 -4.9
IWS iShares Russell Mid-Cap Value ETF 2.2 23 56 6.1 +0.4
FYC First Trust Small Cap Growth AlphaDEX Fund 2.2 71 8 -0.6 -6.3
MAKX ProShares S&P Kensho Smart Factories ETF 2.2 58 21 1.3 -4.4
HDUS Hartford Disciplined US Equity ETF 2.2 19 60 4.8 -0.9
BEEX BeeHive ETF 2.2 84 -5 3.8 -1.9
POW VistaShares Electrification Supercycle ETF 2.2 75 4 2.1 -3.6
IYE iShares U.S. Energy ETF 2.2 40 39 6.9 +1.3
MADE iShares U.S. Manufacturing ETF 2.2 40 39 3.4 -2.3
FESM Fidelity Enhanced Small Cap ETF 2.2 28 51 2.3 -3.3
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 2.2 58 21 3.4 -2.3
BUL Pacer US Cash Cows Growth ETF 2.2 60 19 3.3 -2.3
HOMZ Hoya Capital Housing ETF 2.2 30 49 9.9 +4.3
CNRG State Street SPDR S&P Kensho Clean Power ETF 2.2 45 34 -0.0 -5.7
SVAL iShares US Small Cap Value Factor ETF 2.2 20 59 7.4 +1.7
PHO Invesco Water Resources ETF 2.2 60 19 4.7 -0.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.2 18 61 6.8 +1.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.1 39 40 7.6 +1.9
GRNJ Fundstrat Granny Shts US Sm- &Mid-CapETF 2.1 75 4 1.9 -3.7
VFQY Vanguard U.S. Quality Factor ETF 2.1 13 66 5.6 -0.1
CVY Invesco Zacks Multi-Asset Income ETF 2.1 106 -27 10.0 +4.4
FYT First Trust Small Cap Value AlphaDEX Fund 2.1 73 6 9.8 +4.1
EBI Longview Advantage ETF 2.1 35 44 6.0 +0.3
RBLD First Trust Alerian US NextGen Infrastructure ETF 2.0 65 14 3.8 -1.8
DXUV Dimensional US Vector Equity ETF 2.0 28 51 5.3 -0.4
USAI Pacer American Energy Independence ETF 2.0 75 4 3.6 -2.0
IAK iShares U.S. Insurance ETF 2.0 40 39 6.9 +1.2
FTDS First Trust Dividend Strength ETF 2.0 70 9 7.0 +1.3
FAN First Trust Global Wind Energy ETF 2.0 60 19 2.7 -3.0
SWP SWP Growth & Income ETF 2.0 99 -20 4.1 -1.6
FXD First Trust Consumer Discretionary AlphaDEX Fund 2.0 61 18 7.3 +1.7
ERET iShares Environmentally Aware Real Estate ETF 1.9 30 49 6.6 +0.9
REZ iShares Residential and Multisector Real Estate ETF 1.9 48 31 6.0 +0.4
IWR iShares Russell Midcap ETF 1.9 19 60 5.4 -0.3
IFRA iShares U.S. Infrastructure ETF 1.9 30 49 5.6 -0.1
VFMF Vanguard U.S. Multifactor ETF 1.9 18 61 6.7 +1.0
PSCC Invesco S&P SmallCap Consumer Staples ETF 1.9 29 50 8.2 +2.5
PUI Invesco Dorsey Wright Utilities Momentum ETF 1.9 60 19 4.2 -1.4
SGRT SMART Earnings Growth 30 ETF 1.9 59 20 2.5 -3.2
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 1.8 59 20 8.5 +2.8
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 1.8 39 40 3.8 -1.9
VIS Vanguard Industrials ETF 1.8 9 70 3.6 -2.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.8 54 25 5.8 +0.1
EATZ AdvisorShares Restaurant ETF 1.8 101 -22 4.6 -1.1
FTXO First Trust Nasdaq Bank ETF 1.8 60 19 7.5 +1.9
FFOX FundX Future Fund Opportunities ETF 1.8 100 -21 2.3 -3.4
EVX VanEck Environmental Services ETF 1.7 55 24 4.0 -1.7
VFMV Vanguard U.S. Minimum Volatility ETF 1.7 13 66 5.6 -0.0
DSTL Distillate US Fundamental Stability & Value ETF 1.7 39 40 7.6 +2.0
FPRO Fidelity Real Estate Investment ETF 1.7 59 20 5.9 +0.2
FIDU Fidelity MSCI Industrial Index ETF 1.7 8 71 3.5 -2.1
VUSE Vident U.S. Equity Strategy ETF 1.7 50 29 3.7 -2.0
IGE iShares North American Natural Resources ETF 1.7 41 38 5.6 -0.1
CGW Invesco S&P Global Water Index ETF 1.6 57 22 4.3 -1.4
BUG Global X Cybersecurity ETF 1.6 51 28 3.4 -2.3
IHAK iShares Cybersecurity & Tech ETF 1.6 47 32 4.3 -1.4
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 1.6 60 19 3.4 -2.3
SPAM Themes Cybersecurity ETF 1.6 35 44 2.6 -3.1
FTXR First Trust Nasdaq Transportation ETF 1.6 60 19 6.9 +1.2
CCNR ALPS CoreCommodity Natural Resources ETF 1.6 39 40 8.0 +2.3
BEDZ AdvisorShares Hotel ETF 1.6 100 -21 5.2 -0.5
VICE AdvisorShares Vice ETF 1.6 99 -20 5.6 -0.0
BETZ Roundhill Sports Betting & iGaming ETF 1.6 75 4 3.3 -2.4
SCDS JPMorgan Fundamental Data Science Small Core ETF 1.6 40 39 3.9 -1.8
JVAL JPMorgan U.S. Value Factor ETF 1.6 12 67 7.1 +1.4
FTXN First Trust Nasdaq Oil & Gas ETF 1.5 60 19 9.0 +3.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.5 58 21 4.9 -0.8
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.5 20 59 0.8 -4.9
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.5 36 43 8.4 +2.8
VFVA Vanguard U.S. Value Factor ETF 1.5 13 66 9.4 +3.8
TMDV ProShares Russell US Dividend Growers ETF 1.5 35 44 6.2 +0.5
IYR iShares U.S. Real Estate ETF 1.5 40 39 6.7 +1.0
JSTC Adasina Social Justice All Cap Global ETF 1.5 89 -10 4.5 -1.2
DFAC Dimensional U.S. Core Equity 2 ETF 1.5 17 62 4.7 -0.9
CBSE Clough Select Equity ETF 1.5 85 -6 0.4 -5.3
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 1.5 60 19 5.5 -0.2
PTL Inspire 500 ETF 1.5 9 70 4.4 -1.3
AVLV Avantis U.S. Large Cap Value ETF 1.5 15 64 5.9 +0.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.4 79 0 4.2 -1.5
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.4 60 19 4.6 -1.0
DEW WisdomTree Global High Dividend Fund 1.4 58 21 7.3 +1.6
TEXN iShares Texas Equity ETF 1.4 20 59 5.2 -0.5
DFUV Dimensional US Marketwide Value ETF 1.4 22 57 6.3 +0.6
PXI Invesco Dorsey Wright Energy Momentum ETF 1.4 60 19 5.5 -0.1
MVPA Miller Value Partners Appreciation ETF 1.4 60 19 9.5 +3.9
ICF iShares Cohen & Steers REIT ETF 1.4 33 46 7.0 +1.4
UTES Virtus Reaves Utilities ETF 1.4 49 30 3.5 -2.2
CALF Pacer US Small Cap Cash Cows 100 ETF 1.4 59 20 9.3 +3.6
VPU Vanguard Utilities ETF 1.4 9 70 4.7 -1.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.4 30 49 3.7 -1.9
SMOT VanEck Morningstar SMID Moat ETF 1.4 49 30 6.5 +0.8
QDEF FlexShares Quality Dividend Defensive Index Fund 1.4 37 42 5.4 -0.3
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.3 40 39 5.3 -0.4
BSVO EA Bridgeway Omni Small-Cap Value ETF 1.3 47 32 7.8 +2.1
RDIV Invesco S&P Ultra Dividend Revenue ETF 1.3 39 40 9.9 +4.2
WCEO Hypatia Women CEO ETF 1.3 85 -6 4.7 -0.9
SIXG Defiance Connective Technologies ETF 1.3 30 49 2.9 -2.8
VFMO Vanguard U.S. Momentum Factor ETF 1.3 13 66 1.7 -4.0
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.3 15 64 3.0 -2.7
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.3 25 54 5.0 -0.7
ABLS Abacus FCF Small Cap Leaders ETF 1.3 59 20 4.7 -1.0
DUSA Davis Select U.S. Equity ETF 1.3 61 18 7.0 +1.3
MBOX Freedom Day Dividend ETF 1.3 39 40 7.0 +1.3
DARP Grizzle Growth ETF 1.3 75 4 1.8 -3.9
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.3 52 27 4.8 -0.8
JQUA JPMorgan U.S. Quality Factor ETF 1.3 12 67 5.1 -0.5
FMKT The Free Markets ETF 1.3 76 3 4.1 -1.6
SMOG VanEck Low Carbon Energy ETF 1.3 61 18 1.1 -4.5
GQRE FlexShares Global Quality Real Estate Index Fund 1.3 45 34 7.1 +1.5
CWS AdvisorShares Focused Equity ETF 1.3 84 -5 4.7 -1.0
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 1.3 45 34 -1.4 -7.1
RVER Trenchless Fund ETF 1.3 65 14 0.7 -5.0
FMTM MarketDesk Focused U.S. Momentum ETF 1.3 45 34 4.8 -0.8
TPHD Timothy Plan High Dividend Stock ETF 1.3 52 27 6.0 +0.3
FUTY Fidelity MSCI Utilities Index ETF 1.2 8 71 4.7 -1.0
OPTZ Optimize Strategy Index ETF 1.2 50 29 3.7 -2.0
TRFM AAM Transformers ETF 1.2 49 30 1.0 -4.6
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.2 56 23 6.9 +1.3
AVIE Avantis  Inflation Focused Equity ETF 1.2 25 54 6.2 +0.5
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.2 60 19 6.4 +0.7
IBOT Vaneck Robotics ETF 1.2 47 32 3.4 -2.3
NUKZ Range Nuclear Renaissance Index ETF 1.2 85 -6 1.2 -4.5
ABFL Abacus FCF Leaders ETF 1.2 59 20 3.8 -1.9
DCOR Dimensional US Core Equity 1 ETF 1.2 14 65 4.6 -1.0
AIRL Themes Airlines ETF 1.2 35 44 1.6 -4.1
DIV Global X SuperDividend US ETF 1.2 45 34 9.6 +3.9
XHE State Street SPDR S&P Health Care Equipment ETF 1.2 35 44 3.6 -2.1
DVGR DAC 3D Dividend Growth ETF 1.2 65 14 4.6 -1.0
PSCE Invesco S&P SmallCap Energy ETF 1.2 29 50 7.1 +1.4
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 1.2 15 64 7.1 +1.5
TMFX Motley Fool Next Index ETF 1.1 50 29 3.0 -2.7
PSCH Invesco S&P SmallCap Health Care ETF 1.1 29 50 2.4 -3.3
WAR U.S. Global Tech and Aerospace & Defense ETF 1.1 60 19 0.1 -5.5
IYJ iShares U.S. Industrials ETF 1.1 40 39 3.9 -1.8
COPY Tweedy, Browne Insider + Value ETF 1.1 80 -1 14.9 +9.3
JMOM JPMorgan U.S. Momentum Factor ETF 1.1 12 67 3.5 -2.2
TAX Cambria Tax Aware ETF 1.1 49 30 4.1 -1.6
JRE Janus Henderson U.S. Real Estate ETF 1.1 65 14 5.7 +0.0
JSML Janus Henderson Small Cap Growth Alpha ETF 1.1 30 49 2.7 -3.0
ROE Astoria US Quality Kings ETF 1.1 49 30 5.5 -0.2
AVUS Avantis U.S. Equity ETF 1.1 15 64 4.8 -0.9
VALQ American Century U.S. Quality Value ETF 1.1 29 50 7.1 +1.5
FMAT Fidelity MSCI Materials Index ETF 1.1 8 71 4.8 -0.9
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.0 56 23 9.6 +4.0
VAW Vanguard Materials ETF 1.0 9 70 4.8 -0.8
PPA Invesco Aerospace & Defense ETF 1.0 58 21 1.7 -4.0
MISL First Trust Indxx Aerospace & Defense ETF 1.0 60 19 1.6 -4.1
XAR State Street SPDR S&P Aerospace & Defense ETF 1.0 35 44 1.6 -4.0
LCLG Logan Capital Broad Innovative Growth ETF 1.0 99 -20 2.9 -2.7
EBLU Ecofin Global Water ESG Fund 1.0 40 39 4.3 -1.4
AQWA Global X Clean Water ETF 1.0 50 29 4.7 -1.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.0 29 50 5.7 +0.0
EFRA iShares Environmental Infrastructure and Industrials ETF 1.0 47 32 4.8 -0.9
AVSU Avantis Responsible U.S. Equity ETF 1.0 15 64 5.0 -0.6
ROUS Hartford Multifactor US Equity ETF 1.0 19 60 5.5 -0.2
JAVA JPMorgan Active Value ETF 1.0 44 35 5.6 -0.1
DESK VanEck Office and Commercial REIT ETF 1.0 50 29 14.9 +9.3
IDU iShares U.S. Utilities ETF 1.0 40 39 4.2 -1.4
FTRI First Trust Indxx Global Natural Resources Income ETF 1.0 70 9 6.1 +0.4
DFSU Dimensional US Sustainability Core 1 ETF 1.0 18 61 4.7 -1.0
RCGE RockCreek Global Equality ETF 1.0 95 -16 5.9 +0.3
BLES Inspire Global Hope ETF 1.0 61 18 5.7 0.0
MORT VanEck Mortgage REIT Income ETF 1.0 43 36 17.4 +11.7
SRET Global X SuperDividend REIT ETF 1.0 59 20 12.2 +6.5
REM iShares Mortgage Real Estate ETF 1.0 48 31 18.6 +12.9
INCE Franklin Income Equity Focus ETF 1.0 29 50 5.3 -0.4
UMI USCF Midstream Energy Income Fund ETF 1.0 85 -6 4.1 -1.5
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 1.0 55 24 4.8 -0.9
ENFR Alerian Energy Infrastructure ETF 1.0 35 44 4.5 -1.2
EINC VanEck Energy Income ETF 1.0 48 31 4.6 -1.1
MLPX Global X MLP & Energy Infrastructure ETF 1.0 45 34 4.4 -1.3
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 1.0 59 20 3.1 -2.6
MLPI NEOS MLP & Engy Infras Hi Inc ETF 1.0 68 11 4.2 -1.5
TMLP Tortoise MLP ETF 1.0 50 29 7.1 +1.4
XSW State Street SPDR S&P Software & Services ETF 1.0 35 44 3.0 -2.7
DTD WisdomTree U.S. Total Dividend Fund 1.0 28 51 5.7 +0.0
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.9 35 44 4.9 -0.8
FDVV Fidelity High Dividend ETF 0.9 15 64 6.7 +1.1
SDIV Global X Superdividend ETF 0.9 58 21 12.9 +7.2
FDFF Fidelity Disruptive Finance ETF 0.9 50 29 5.1 -0.6
REVS Columbia Research Enhanced Value ETF 0.9 19 60 6.8 +1.1
FFLC Fidelity Fundamental Large Cap Core ETF 0.9 38 41 3.9 -1.8
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.9 46 33 5.1 -0.6
FELV Fidelity Enhanced Large Cap Value ETF 0.9 18 61 5.8 +0.1
CCSO Carbon Collective Climate Solutions US Equity ETF 0.9 35 44 0.9 -4.8
XME State Street SPDR S&P Metals & Mining ETF 0.9 35 44 5.0 -0.7
ZAP Global X U.S. Electrification ETF 0.9 50 29 3.3 -2.3
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 0.9 15 64 6.2 +0.5
QGRO American Century U.S. Quality Growth ETF 0.9 29 50 3.8 -1.9
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 4 4.4 -1.3
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 0.8 40 39 4.0 -1.7
FNDB Schwab Fundamental US Broad Market Index ETF 0.8 25 54 6.3 +0.7
FIDI Fidelity International High Dividend ETF 0.8 18 61 7.0 +1.4
KNO AXS Knowledge Leaders ETF 0.8 78 1 4.3 -1.4
AGNG Global X Aging Population ETF 0.8 50 29 4.1 -1.6
FMDE Fidelity Enhanced Mid Cap ETF 0.8 23 56 5.4 -0.3
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.8 12 67 6.3 +0.6
STXV Strive 1000 Value ETF 0.8 18 61 6.9 +1.3
ERTH Invesco MSCI Sustainable Future ETF 0.8 62 17 2.9 -2.8
FUNL CornerCap Fundametrics Large-Cap ETF 0.8 50 29 6.2 +0.5
FDWM Fidelity Women's Leadership ETF 0.8 59 20 3.7 -1.9
DGRO iShares Core Dividend Growth ETF 0.8 8 71 5.6 -0.1
IWC iShares Micro-Cap ETF 0.8 60 19 -1.4 -7.1
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 0.8 41 38 4.3 -1.4
FDEV Fidelity International Multifactor ETF 0.8 18 61 7.0 +1.3
VFH Vanguard Financials ETF 0.8 9 70 6.1 +0.4
FBCV Fidelity Blue Chip Value ETF 0.8 59 20 5.9 +0.2
CFA VictoryShares US 500 Volatility Wtd ETF 0.8 35 44 5.3 -0.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.8 40 39 5.2 -0.5
NANR SPDR S&P North American Natural Resources ETF 0.7 35 44 6.1 +0.4
IWP iShares Russell Mid-Cap Growth ETF 0.7 23 56 2.8 -2.9
IWD iShares Russell 1000 Value ETF 0.7 19 60 5.5 -0.2
VIG Vanguard Dividend Appreciation ETF 0.7 5 74 4.9 -0.7
VONV Vanguard Russell 1000 Value ETF 0.7 7 72 5.6 -0.1
AESR Anfield U.S. Equity Sector Rotation ETF 0.7 108 -29 2.9 -2.7
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.7 8 71 4.2 -1.5
MGMT Ballast Small/Mid Cap ETF 0.7 110 -31 7.4 +1.7
GVUS Marketbeta Russell 1000 Value Equity ETF 0.7 12 67 5.5 -0.1
DFAU Dimensional US Core Equity Market ETF 0.7 12 67 4.4 -1.3
FNCL Fidelity MSCI Financials Index ETF 0.7 8 71 6.1 +0.4
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 0.7 10 69 7.9 +2.2
PFM Invesco Dividend Achievers ETF 0.7 53 26 4.7 -1.0
AVUQ Avantis U.S. Quality ETF 0.7 15 64 3.5 -2.1
VCR Vanguard Consumer Discretionary ETF 0.7 9 70 4.2 -1.5
PKW Invesco Buyback Achievers ETF 0.7 62 17 7.1 +1.5
KBWY Invesco KBW Premium Yield Equity REIT ETF 0.7 35 44 9.1 +3.4
FQAL Fidelity Quality Factor ETF 0.7 15 64 4.8 -0.9
PRF Invesco FTSE RAFI US 1000 ETF 0.6 34 45 5.8 +0.1
VYM Vanguard High Dividend Yield Index ETF 0.6 6 73 6.1 +0.4
BBCA JPMorgan BetaBuilders Canada ETF 0.6 19 60 5.3 -0.4
STXD Strive 1000 Dividend Growth ETF 0.6 35 44 4.4 -1.3
FLCA Franklin FTSE Canada ETF 0.6 9 70 5.4 -0.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.6 38 41 5.2 -0.5
IYF iShares U.S. Financials ETF 0.6 40 39 5.7 0.0
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.6 15 64 4.0 -1.6
TRFK Pacer Data and Digital Revolution ETF 0.6 60 19 2.4 -3.3
IWV iShares Russell 3000 ETF 0.6 20 59 4.1 -1.6
PSCT Invesco S&P SmallCap Information Technology ETF 0.6 29 50 3.5 -2.2
MNZL Manzil Russell Halal USA Broad MarketETF 0.6 40 39 4.0 -1.7
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.6 3 76 4.2 -1.5
VTI Vanguard Total Stock Market ETF 0.6 3 76 4.2 -1.5
FNDX Schwab Fundamental US Large Co. Index ETF 0.6 25 54 6.4 +0.7
TBLU Tortoise Global Water ESG ETF 0.6 40 39 4.2 -1.4
VTHR Vanguard Russell 3000 ETF 0.6 7 72 4.2 -1.5
FLQL Franklin LibertyQ U.S. Equity ETF 0.6 15 64 4.6 -1.1
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.6 3 76 4.4 -1.3
SCHB Schwab U.S. Broad Market ETF 0.6 3 76 4.3 -1.4
PSP Invesco Global Listed Private Equity ETF 0.5 106 -27 6.2 +0.6
GPZ VanEck Alternative Asset Manager ETF 0.5 40 39 4.8 -0.9
LBO WHITEWOLF Publicly Listed Private Equity ETF 0.5 70 9 8.5 +2.8
AAUM Tema Alternative Asset Managers ETF 0.5 99 -20 4.8 -0.9
IMCG iShares Morningstar Mid-Cap Growth ETF 0.5 6 73 3.4 -2.2
RECS Columbia Research Enhanced Core ETF 0.5 15 64 5.3 -0.4
DFUS Dimensional U.S. Equity ETF 0.5 9 70 4.1 -1.5
IEDI iShares U.S. Consumer Focused ETF 0.5 18 61 4.8 -0.9
VSDA VictoryShares Dividend Accelerator ETF 0.5 35 44 6.4 +0.7
RDVY First Trust Rising Dividend Achievers ETF 0.5 50 29 5.1 -0.6
TTAC FCF US Quality ETF 0.5 59 20 5.4 -0.3
FFTY Innovator IBD 50 ETF 0.5 80 -1 -0.0 -5.7
AZTD Aztlan Global Stock Selection DM SMID ETF 0.5 75 4 4.0 -1.6
GPT Intelligent Alpha Atlas ETF 0.5 69 10 6.0 +0.3
KRMA Global X Conscious Companies ETF 0.5 43 36 5.3 -0.4
JETS U.S. Global Jets ETF 0.5 60 19 2.5 -3.2
LOWV AB US Low Volatility Equity ETF 0.5 48 31 4.3 -1.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.5 15 64 4.3 -1.4
PXJ Invesco Oil & Gas Services ETF 0.5 63 16 2.8 -2.9
FPAG FPA Global Equity ETF 0.5 49 30 5.7 +0.1
OIH VanEck Oil Services ETF 0.5 35 44 2.6 -3.1
IEZ iShares U.S. Oil Equipment & Services ETF 0.5 40 39 2.7 -3.0
XES State Street SPDR S&P Oil & Gas Equipment & Services ETF 0.5 35 44 1.2 -4.4
TCV Towle Value ETF 0.5 85 -6 10.0 +4.3
SCHV Schwab U.S. Large-Cap Value ETF 0.5 4 75 5.7 +0.1
IUSV iShares Core S&P US Value ETF 0.5 4 75 5.9 +0.2
SCHK Schwab 1000 Index ETF 0.5 5 74 4.3 -1.4
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.5 35 44 5.7 +0.0
IQM Franklin Intelligent Machines ETF 0.5 50 29 1.1 -4.5
VHT Vanguard Health Care ETF 0.5 9 70 5.2 -0.5
DHS WisdomTree U.S. High Dividend Fund 0.5 38 41 8.1 +2.5
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.5 35 44 7.3 +1.6
GII SPDR S&P Global Infrastructure ETF 0.5 40 39 4.1 -1.5
IGF iShares Global Infrastructure ETF 0.5 41 38 4.1 -1.6
JHML John Hancock Multifactor Large Cap ETF 0.5 29 50 4.5 -1.1
FCPI Fidelity Stocks for Inflation ETF 0.5 15 64 5.8 +0.1
CRAK VanEck Oil Refiners ETF 0.4 61 18 9.5 +3.8
DIVY Sound Equity Dividend Income ETF 0.4 45 34 8.0 +2.4
IYY iShares Dow Jones U.S. ETF 0.4 20 59 4.1 -1.6
ESGV Vanguard ESG U.S. Stock ETF 0.4 9 70 4.2 -1.5
HDV iShares Core High Dividend ETF 0.4 8 71 6.0 +0.3
IYC iShares U.S. Consumer Discretionary ETF 0.4 40 39 3.4 -2.3
IUSG iShares Core S&P U.S. Growth ETF 0.4 4 75 3.1 -2.5
IUS Invesco RAFI Strategic US ETF 0.4 19 60 5.8 +0.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.4 29 50 4.0 -1.7
HART IQ Healthy Hearts ETF 0.4 45 34 5.7 +0.1
FHLC Fidelity MSCI Health Care Index ETF 0.4 8 71 5.4 -0.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.4 15 64 8.3 +2.6
IYG iShares US Financial Services ETF 0.4 40 39 5.2 -0.4
IDLV Invesco S&P International Developed Low Volatility ETF 0.4 25 54 6.1 +0.5
MFVL Motley Fool Value Factor ETF 0.4 50 29 5.6 -0.0
IWB iShares Russell 1000 ETF 0.4 15 64 4.2 -1.5
VONE Vanguard Russell 1000 ETF 0.4 7 72 4.3 -1.4
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.4 12 67 3.6 -2.1
IVRA Invesco Real Assets ESG ETF 0.4 59 20 6.2 +0.5
SAGP Strategas Global Policy Opportunities ETF 0.4 65 14 4.6 -1.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.4 11 68 4.2 -1.5
JADE JPMorgan Active Developing Markets Equity ETF 0.4 65 14 6.1 +0.4
SFGV Sequoia Global Value ETF 0.3 23 56 7.1 +1.4
THRO iShares U.S. Thematic Rotation Active ETF 0.3 90 -11 3.2 -2.5
VT Vanguard Total World Stock ETF 0.3 6 73 5.0 -0.6
DGRW WisdomTree US Quality Dividend Growth Fund 0.3 28 51 4.9 -0.7
DIVB iShares Core Dividend ETF 0.3 5 74 7.4 +1.7
ENHU iShares Enhanced Large Cap Core Active ETF 0.3 22 57 4.2 -1.5
CIBR First Trust NASDAQ Cybersecurity ETF 0.3 60 19 4.6 -1.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.3 19 60 5.1 -0.6
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.3 47 32 4.9 -0.8
PID Invesco International Dividend Achievers ETF 0.3 53 26 4.0 -1.7
SCHD Schwab US Dividend Equity ETF 0.3 6 73 8.3 +2.6
IHI iShares U.S. Medical Devices ETF 0.3 40 39 4.4 -1.3
ITAN Sparkline Intangible Value ETF 0.3 50 29 6.2 +0.5
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 58 2.9 -2.8
AFLG First Trust Active Factor Large Cap ETF 0.3 55 24 5.0 -0.6
VDC Vanguard Consumer Staples ETF 0.3 9 70 5.4 -0.3
INRO iShares U.S. Industry Rotation Active ETF 0.3 42 37 3.6 -2.1
IYH iShares U.S. Healthcare ETF 0.3 40 39 5.9 +0.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.3 20 59 4.7 -0.9
ITA iShares U.S. Aerospace & Defense ETF 0.3 40 39 1.5 -4.2
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 0.3 5 74 7.6 +1.9
VSLU Applied Finance Valuation Large Cap ETF 0.3 49 30 4.8 -0.9
STXG Strive 1000 Growth ETF 0.3 18 61 3.2 -2.4
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.3 46 33 7.3 +1.7
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.3 24 55 6.7 +1.0
IMCB iShares Morningstar Mid-Cap ETF 0.3 4 75 5.3 -0.4
SCHX Schwab U.S. Large-Cap ETF 0.3 3 76 4.3 -1.4
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 0.3 8 71 5.4 -0.2
FVAL Fidelity Value Factor ETF 0.3 15 64 6.0 +0.3
APUE ActivePassive U.S. Equity ETF 0.2 45 34 4.0 -1.7
FFF Founders 100 ETF 0.2 75 4 2.5 -3.2
FDLO Fidelity Low Volatility Factor ETF 0.2 15 64 4.8 -0.9
VEGN US Vegan Climate ETF 0.2 60 19 3.9 -1.8
USEW Cambria US EW ETF 0.2 30 49 4.2 -1.5
SXQG ETC 6 Meridian Quality Growth ETF 0.2 100 -21 2.9 -2.8
PICK iShares MSCI Global Metals & Mining Producers ETF 0.2 39 40 7.6 +2.0
SIZE iShares MSCI USA Size Factor ETF 0.2 15 64 5.5 -0.2
EWC iShares MSCI Canada ETF 0.2 50 29 5.0 -0.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.2 20 59 4.3 -1.4
HAP VanEck Natural Resources ETF 0.2 50 29 6.5 +0.8
BULD Pacer BlueStar Engineering the Future ETF 0.2 60 19 0.4 -5.3
DSI iShares MSCI KLD 400 Social ETF 0.2 25 54 4.2 -1.5
FDRR Fidelity Dividend ETF for Rising Rates 0.2 15 64 5.9 +0.2
EUSA iShares MSCI USA Equal Weighted ETF 0.2 9 70 5.5 -0.2
PRNT 3D Printing ETF 0.2 66 13 1.3 -4.4
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.2 33 46 6.9 +1.3
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.1 48 31 5.5 -0.2
PEXL Pacer US Export Leaders ETF 0.1 60 19 3.2 -2.5
AVSD Avantis Responsible International Equity ETF 0.1 23 56 5.8 +0.1
AVDE Avantis International Equity ETF 0.1 23 56 6.0 +0.4
DUHP Dimensional US High Profitability ETF 0.1 21 58 5.2 -0.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.1 50 29 3.3 -2.3
QINT American Century Quality Diversified International ETF 0.1 39 40 6.4 +0.7
LRND IQ U.S. Large Cap R&D Leaders ETF 0.1 14 65 3.9 -1.7
RAFE PIMCO RAFI ESG U.S. ETF 0.1 29 50 6.4 +0.7
DFIS Dimensional International Small Cap ETF 0.1 39 40 6.0 +0.3
ILCG iShares Morningstar Growth ETF 0.1 4 75 3.1 -2.6
FDL First Trust Morningstar Dividend Leaders Index Fund 0.1 45 34 9.0 +3.3
VIGI Vanguard International Dividend Appreciation ETF 0.1 10 69 5.9 +0.3
FDMO Fidelity Momentum Factor ETF 0.1 15 64 2.5 -3.2
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 40 6.0 +0.4
DURA VanEck Durable High Dividend ETF 0.1 29 50 6.5 +0.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.1 10 69 3.7 -2.0
NATO Themes Transatlantic Defense ETF 0.1 35 44 1.7 -4.0
LRGF iShares U.S. Equity Factor ETF 0.1 8 71 4.7 -1.0
QUAL iShares MSCI USA Quality Factor ETF 0.1 15 64 4.4 -1.2
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.1 10 69 3.7 -2.0
DAK Dakota Active Equity ETF 0.1 43 36 3.8 -1.9
WOMN Impact Shares YWCA Women's Empowerment ETF 0.1 75 4 4.8 -0.9
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 30 5.8 +0.1
IGV iShares Expanded Tech-Software Sector ETF 0.1 41 38 3.6 -2.1
DFIC Dimensional International Core Equity 2 ETF 0.1 23 56 6.1 +0.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1 9 70 4.9 -0.8
VONG Vanguard Russell 1000 Growth ETF 0.1 7 72 3.5 -2.2
DFLV Dimensional US Large Cap Value ETF 0.1 22 57 6.3 +0.6
IWF iShares Russell 1000 Growth ETF 0.1 19 60 3.4 -2.3
DIHP Dimensional International High Profitability ETF 0.1 29 50 5.6 -0.1
BKIE BNY Mellon International Equity ETF 0.1 4 75 5.9 +0.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.1 12 67 3.4 -2.3
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.1 32 47 4.1 -1.6
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 40 6.5 +0.9
NACP Impact Shares NAACP Minority Empowerment ETF 0.1 49 30 3.9 -1.8
SCHG Schwab U.S. Large-Cap Growth ETF 0.1 4 75 3.3 -2.4
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 37 4.2 -1.5
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 51 2.9 -2.8
ILCB iShares Morningstar U.S. Equity ETF 0.1 3 76 4.2 -1.5
IQLT iShares MSCI Intl Quality Factor ETF 0.1 30 49 5.3 -0.4
TOV JLens 500 Jewish Advocacy U.S. ETF 0.1 18 61 4.0 -1.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.1 12 67 4.4 -1.3
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.1 41 38 6.0 +0.3
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.1 39 40 6.8 +1.1
AQLT iShares MSCI Global Quality Factor ETF 0.0 18 61 0.0 -5.7
SUSL iShares ESG MSCI USA Leaders ETF 0.0 10 69 4.3 -1.4
RAUS RACWI US ETF 0.0 15 64 4.2 -1.5
PBUS Invesco MSCI USA ETF 0.0 4 75 4.3 -1.4
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.0 12 67 5.1 -0.5
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.0 40 39 3.3 -2.4
DXIV Dimensional International Vector Equity ETF 0.0 34 45 6.4 +0.7
KOKU Xtrackers MSCI Kokusai Equity ETF 0.0 9 70 4.4 -1.3
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.0 18 61 6.3 +0.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.0 10 69 4.3 -1.4
FIVA Fidelity International Value Factor ETF 0.0 18 61 7.4 +1.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.0 25 54 5.5 -0.2
DFVX Dimensional US Large Cap Vector ETF 0.0 22 57 5.3 -0.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.0 8 71 4.4 -1.3
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.0 15 64 5.0 -0.6
VGT Vanguard Information Technology ETF 0.0 9 70 3.3 -2.4
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 49 6.2 +0.6
DFAI Dimensional International Core Equity Market ETF 0.0 18 61 5.9 +0.2
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.0 50 29 5.1 -0.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.0 7 72 4.4 -1.3
TOK iShares MSCI Kokusai ETF 0.0 26 53 4.3 -1.4
URTH iShares MSCI World ETF 0.0 24 55 4.4 -1.3
QWLD SPDR MSCI World StrategicFactors ETF 0.0 30 49 5.1 -0.6
IDEV iShares Core MSCI International Developed Markets ETF 0.0 4 75 5.9 +0.2
SCHF Schwab International Equity ETF 0.0 6 73 5.9 +0.2
IGRO iShares International Dividend Growth ETF 0.0 15 64 6.6 +0.9
ACWI iShares MSCI ACWI ETF 0.0 32 47 4.7 -1.0
EPS WisdomTree U.S. LargeCap Fund 0.0 8 71 4.8 -0.9
FTEC Fidelity MSCI Information Technology Index ETF 0.0 8 71 3.3 -2.4
VEA Vanguard FTSE Developed Markets ETF 0.0 3 76 5.9 +0.2
VSGX Vanguard ESG International Stock ETF 0.0 10 69 6.5 +0.9
ACWX iShares MSCI ACWI ex U.S. ETF 0.0 34 45 6.3 +0.6
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 76 5.8 +0.1
VEU Vanguard FTSE All-World ex-US Index Fund 0.0 4 75 6.6 +1.0
VXUS Vanguard Total International Stock ETF 0.0 5 74 6.5 +0.9
IXUS iShares Core MSCI Total International Stock ETF 0.0 7 72 6.5 +0.8
CWI SPDR MSCI ACWI ex-US ETF 0.0 30 49 6.3 +0.7
IGM iShares Expanded Tech Sector ETF 0.0 41 38 2.9 -2.8
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 14 0.0 -5.7

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 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 16.3 %
Divided by: Fwd. P/BV 2.5 x
Less: Expense ratio 79 bp
Equals: ALTAR Score 5.7 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.55 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.