Invesco Food & Beverage ETF
ALTAR
Score™		 7.6% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 14.5x P/Sales
ratio		 0.6x
P/BV
ratio		 1.9x Div.
yield		 2.1%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The Invesco Dynamic Food & Beverage Portfolio tracks a multifactor, tiered equal-weighted index of US food industry stocks.

FUND BASICS
Category US Equities
Fund Sponsor Invesco
Website www.invesco.com
Inception date Jun 23, 2005
Assets (mns) $112
Currency USD
Expense ratio 57 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 27
Wgt avg mkt cap (mns) $25,241
Large cap (>$10bn) 68.7%
Mid cap ($2-10bn) 14.5%
Small cap (<$2bn) 16.8%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
DOORDASH, INC. CLASS A 5.6 %
MONSTER BEVERAGE CORPORATION 5.5 %
HERSHEY CO/THE 5.4 %
SYSCO CORP 5.3 %
MONDELEZ INTERNATIONAL INC-A 5.2 %
KROGER CO 4.9 %
KRAFT HEINZ COMPANY 4.8 %
CORTEVA INC 4.4 %
UNITED NATURAL FOODS INC 4.1 %
TOOTSIE ROLL INDS 3.0 %
Total 48.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 87.3 %
CAYMAN ISLANDS 2.6 %
LUXEMBOURG 2.6 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
13.8% 10.0% 8.1% 6.3% 7.6%

Market Correlations
versus... Beta R-squared
S&P500 0.43 31%
MSCI EAFE 0.52 34%
MSCI Emg. Mkts. 0.36 19%

Technical Indicators
Recent close $48.88
30d moving avg. $49.63
Annualized volatility 11.8%
Short interest (ETF) 0.6%
Short interest (Underlying) 5.9%
Relative strength (RSI) 54

Liquidity measures
Avg. volume (thou.) 25
Turnover 1.1%
Bid/Ask (% of price) 0.20%
ADV underlying (mns) $2,842

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 705 potential alternatives to the Invesco Food & Beverage ETF ETF based on the alternatives' overlap in portfolio holdings with PBJ. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: PBJ Expense: 57 bp ALTAR Score™: 7.6%


ALTERNATIVE ETFs BASED ON OVERLAP WITH PBJ
Ticker Fund
Name		 Overlap1
vs PBJ
(%)		 Expense
ratio
(bp)		 Savings
vs PBJ
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs PBJ
(%)
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 24.2 60 -3 5.4 -2.2
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 22.1 40 17 6.8 -0.8
FXG First Trust Consumer Staples AlphaDEX Fund 21.0 63 -6 7.9 +0.3
XLP Consumer Staples Select Sector SPDR 19.8 8 49 5.5 -2.1
IYK iShares U.S. Consumer Staples ETF 19.1 40 17 5.7 -1.8
PEJ Invesco Leisure and Entertainment ETF 15.8 58 -1 1.0 -6.6
VDC Vanguard Consumer Staples ETF 15.0 9 48 5.3 -2.3
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 14.8 8 49 5.3 -2.3
PSCC Invesco S&P SmallCap Consumer Staples ETF 12.8 29 28 8.1 +0.5
QQLV Invesco QQQ Low Volatility ETF 11.9 25 32 4.2 -3.4
MOO VanEck Agribusiness ETF 11.4 53 4 8.5 +0.9
GXPS Global X PureCap MSCI Consumer Staples ETF 10.3 25 32 4.6 -3.0
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 9.2 46 11 7.4 -0.2
KROP Global X AgTech & Food Innovation ETF 9.1 50 7 6.6 -1.0
EATZ AdvisorShares Restaurant ETF 8.6 101 -44 4.8 -2.8
VEGI iShares MSCI Agriculture Producers ETF 8.4 39 18 7.4 -0.2
KXI iShares Global Consumer Staples ETF 8.0 41 16 5.1 -2.5
XRT State Street SPDR S&P Retail ETF 7.8 35 22 7.8 +0.2
ABEQ Absolute Select Value ETF 7.5 85 -28 4.2 -3.3
RPV Invesco S&P 500 Pure Value ETF 7.5 35 22 9.2 +1.6
LVDS JPMorgan Fundamental Data Science Large Value ETF 7.3 49 8 5.3 -2.3
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 6.3 65 -8 5.3 -2.3
SIXL ETC 6 Meridian Low Beta Equity ETF 6.1 80 -23 5.8 -1.8
EQRR ProShares Equities for Rising Rates ETF 5.9 35 22 6.5 -1.1
POWA Invesco Bloomberg Pricing Power ETF 5.8 40 17 5.6 -2.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 5.8 18 39 7.0 -0.6
QNXT iShares Nasdaq-100 ex Top 30 ETF 5.6 20 37 4.4 -3.2
ISHP First Trust Nasdaq Retail ETF 5.6 60 -3 5.2 -2.4
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 5.6 27 30 6.4 -1.2
HAP VanEck Natural Resources ETF 5.6 50 7 6.7 -0.9
BUYZ Franklin Disruptive Commerce ETF 5.6 50 7 2.3 -5.2
RWK Invesco S&P MidCap 400 Revenue ETF 5.5 39 18 8.5 +1.0
MVAL VanEck Morningstar Wide Moat Value ETF 5.5 49 8 6.2 -1.4
STRN SMART Trend 25 ETF 5.5 59 -2 2.9 -4.7
VICE AdvisorShares Vice ETF 5.5 99 -42 5.6 -2.0
ANEW ProShares MSCI Transformational Changes ETF 5.4 45 12 4.6 -3.0
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 5.3 60 -3 4.0 -3.5
FLOW Global X U.S. Cash Flow Kings 100 ETF 5.2 25 32 11.9 +4.4
PKW Invesco Buyback Achievers ETF 5.1 62 -5 7.6 -0.0
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 5.1 38 19 7.0 -0.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 5.1 35 22 7.0 -0.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5.1 24 33 7.5 -0.1
NANR SPDR S&P North American Natural Resources ETF 5.1 35 22 6.2 -1.4
NUDV Nuveen ESG Dividend ETF 4.9 26 31 6.2 -1.3
ZIG Acquirers Fund 4.9 84 -27 20.6 +13.1
COWZ Pacer US Cash Cows 100 ETF 4.8 49 8 7.7 +0.1
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 4.8 49 8 7.7 +0.1
OND ProShares On-Demand ETF 4.7 58 -1 0.4 -7.1
SMOT VanEck Morningstar SMID Moat ETF 4.6 49 8 6.8 -0.8
IMCV iShares Morningstar Mid-Cap Value ETF 4.6 6 51 7.3 -0.3
VSDA VictoryShares Dividend Accelerator ETF 4.6 35 22 6.5 -1.1
ULVM VictoryShares US Value Momentum ETF 4.6 20 37 6.5 -1.1
TMDV ProShares Russell US Dividend Growers ETF 4.6 35 22 6.3 -1.3
FMKT The Free Markets ETF 4.5 76 -19 4.3 -3.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 4.4 65 -8 5.0 -2.6
VOE Vanguard Mid-Cap Value ETF 4.4 7 50 7.0 -0.5
FTAG First Trust Indxx Global Agriculture ETF 4.4 70 -13 7.0 -0.5
FTRI First Trust Indxx Global Natural Resources Income ETF 4.4 70 -13 6.1 -1.5
XLB Materials Select Sector SPDR 4.4 8 49 5.5 -2.0
DUNK Dana Unconstrained Equity ETF 4.3 75 -18 2.1 -5.4
RTH VanEck Retail ETF 4.3 35 22 4.6 -2.9
GRPM Invesco S&P MidCap 400 GARP ETF 4.3 35 22 7.2 -0.3
ONEY State Street SPDR Russell 1000 Yield Focus ETF 4.3 20 37 9.0 +1.5
FTCS First Trust Capital Strength ETF 4.2 55 2 5.4 -2.2
LYLD Cambria Large Cap Shareholder Yield ETF 4.2 59 -2 8.5 +1.0
XMMO Invesco S&P MidCap Momentum ETF 4.2 34 23 3.7 -3.9
MAGA Point Bridge America First ETF 4.2 72 -15 5.2 -2.3
DIV Global X SuperDividend US ETF 4.2 45 12 9.7 +2.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 4.2 39 18 8.4 +0.8
GNR SPDR S&P Global Natural Resources ETF 4.2 40 17 8.3 +0.7
TOGA Tremblant Global ETF 4.2 69 -12 -0.2 -7.8
ICAP InfraCap Equity Income Fund ETF 4.2 171 -114 4.7 -2.9
ABLD Abacus FCF Real Assets Leaders ETF 4.1 69 -12 6.3 -1.3
MILN Global X Millennial Consumer ETF 4.1 50 7 4.1 -3.5
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 4.0 40 17 5.7 -1.8
SSPY Syntax Stratified LargeCap ETF 4.0 30 27 6.3 -1.3
MOAT VanEck Morningstar Wide Moat ETF 4.0 46 11 5.6 -2.0
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 4.0 15 42 7.2 -0.4
XMVM Invesco S&P MidCap Value with Momentum ETF 3.9 39 18 7.9 +0.4
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.9 35 22 3.8 -3.7
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 3.9 60 -3 0.8 -6.8
SPDV AAM S&P 500 High Dividend Value ETF 3.9 29 28 11.2 +3.7
XSVM Invesco S&P SmallCap Value with Momentum ETF 3.8 36 21 9.3 +1.8
TCV Towle Value ETF 3.8 85 -28 10.9 +3.3
AKAF The Frontier Economic Fund 3.8 20 37 5.3 -2.3
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.8 58 -1 3.5 -4.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 3.8 15 42 8.6 +1.1
VUSV Vanguard Wellington U.S. Value Active ETF 3.8 30 27 6.0 -1.6
SIXS ETC 6 Meridian Small Cap Equity ETF 3.7 89 -32 8.3 +0.7
QDIV Global X S&P 500 Quality Dividend ETF 3.7 20 37 7.9 +0.3
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.6 29 28 6.6 -1.0
FTWO Strive FAANG 2.0 ETF 3.6 49 8 3.7 -3.9
VAW Vanguard Materials ETF 3.6 9 48 5.1 -2.5
CSTK Invesco Comstock Contrarian Equity ETF 3.5 35 22 6.3 -1.3
XSMO Invesco S&P SmallCap Momentum ETF 3.5 39 18 4.0 -3.6
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.5 30 27 7.6 +0.0
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 3.5 20 37 7.5 -0.1
XMLV Invesco S&P MidCap Low Volatility ETF 3.5 25 32 6.8 -0.8
IEDI iShares U.S. Consumer Focused ETF 3.4 18 39 4.9 -2.7
FBCV Fidelity Blue Chip Value ETF 3.4 59 -2 6.1 -1.5
RSPM Invesco S&P 500 Equal Weight Materials ETF 3.4 40 17 5.6 -1.9
FUNL CornerCap Fundametrics Large-Cap ETF 3.4 50 7 6.1 -1.5
KONG Formidable Fortress ETF 3.4 89 -32 5.2 -2.4
ALTL Pacer Lunt Large Cap Alternator ETF 3.3 60 -3 4.8 -2.8
ROUS Hartford Multifactor US Equity ETF 3.3 19 38 5.7 -1.9
COWS Amplify Cash Flow Dividend Leaders ETF 3.3 0 57 7.7 +0.1
DEUS Xtrackers Russell US Multifactor ETF 3.3 17 40 6.7 -0.9
MBOX Freedom Day Dividend ETF 3.3 39 18 7.1 -0.5
VO Vanguard Mid-Cap ETF 3.3 4 53 5.5 -2.1
FMAT Fidelity MSCI Materials Index ETF 3.2 8 49 5.1 -2.5
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 3.2 60 -3 7.3 -0.3
RZV Invesco S&P Smallcap 600 Pure Value ETF 3.2 35 22 8.2 +0.6
ECML Euclidean Fundamental Value ETF 3.2 95 -38 9.4 +1.8
TMFX Motley Fool Next Index ETF 3.2 50 7 3.1 -4.4
MFVL Motley Fool Value Factor ETF 3.1 50 7 5.7 -1.9
CVAR Cultivar ETF 3.1 87 -30 7.1 -0.5
USMV iShares MSCI USA Min Vol Factor ETF 3.1 15 42 5.1 -2.4
VLUE iShares MSCI USA Value Factor ETF 3.1 15 42 7.9 +0.4
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 3.1 60 -3 4.2 -3.4
XMHQ Invesco S&P MidCap Quality ETF 3.1 25 32 6.2 -1.4
USMF WisdomTree U.S. Multifactor Fund 3.1 28 29 6.6 -1.0
FFF Founders 100 ETF 3.0 75 -18 2.7 -4.9
ACWV iShares MSCI Global Min Vol Factor ETF 3.0 20 37 5.6 -2.0
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 3.0 30 27 14.2 +6.6
HGRO Hedgeye Quality Growth ETF 3.0 70 -13 3.5 -4.0
DSTL Distillate US Fundamental Stability & Value ETF 3.0 39 18 7.7 +0.1
AVMV Avantis U.S. Mid Cap Value ETF 3.0 20 37 7.7 +0.1
GINX SGI Enhanced Global Income ETF 3.0 98 -41 7.0 -0.6
PWB Invesco Large Cap Growth ETF 2.9 56 1 2.2 -5.3
IMCB iShares Morningstar Mid-Cap ETF 2.9 4 53 5.6 -2.0
FDN First Trust Dow Jones Internet Index Fund 2.9 52 5 2.9 -4.7
FDND FT Vest Dow Jones Internet & Target Income ETF 2.9 75 -18 2.7 -4.9
SPVU Invesco S&P 500 Enhanced Value ETF 2.8 13 44 8.9 +1.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 2.8 35 22 5.7 -1.8
SPLV Invesco S&P 500 Low Volatility ETF 2.8 25 32 4.8 -2.7
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.8 20 37 5.6 -1.9
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 2.8 25 32 4.8 -2.8
FDVV Fidelity High Dividend ETF 2.8 15 42 7.0 -0.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.8 15 42 6.4 -1.2
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 2.8 20 37 6.4 -1.1
SDY State Street SPDR S&P Dividend ETF 2.8 35 22 6.0 -1.6
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.7 52 5 5.3 -2.3
SPVM Invesco S&P 500 Value with Momentum ETF 2.7 39 18 6.6 -1.0
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.7 49 8 3.8 -3.8
EQAL Invesco Russell 1000 Equal Weight ETF 2.7 20 37 6.3 -1.3
CFA VictoryShares US 500 Volatility Wtd ETF 2.7 35 22 5.4 -2.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.7 40 17 5.4 -2.2
IWS iShares Russell Mid-Cap Value ETF 2.7 23 34 6.5 -1.1
VFMO Vanguard U.S. Momentum Factor ETF 2.7 13 44 1.9 -5.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.7 35 22 5.3 -2.2
DUSA Davis Select U.S. Equity ETF 2.7 61 -4 7.5 -0.1
DWLD Davis Select Worldwide ETF 2.7 63 -6 6.9 -0.7
MAVF Matrix Advisors Value ETF 2.7 75 -18 5.4 -2.2
IVRA Invesco Real Assets ESG ETF 2.7 59 -2 6.1 -1.4
AVMC Avantis U.S. Mid Cap Equity ETF 2.7 18 39 6.3 -1.2
GVLU Gotham 1000 Value ETF 2.6 50 7 8.4 +0.9
EBIZ Global X E-Commerce ETF 2.6 50 7 4.6 -3.0
VFVA Vanguard U.S. Value Factor ETF 2.6 13 44 10.0 +2.4
RWL Invesco S&P 500 Revenue ETF 2.6 39 18 6.1 -1.5
CCNR ALPS CoreCommodity Natural Resources ETF 2.6 39 18 8.1 +0.6
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 2.6 7 50 10.3 +2.7
LIVR Intelligent Livermore ETF 2.5 69 -12 2.8 -4.7
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 2.5 15 42 8.4 +0.8
IJJ iShares S&P Mid-Cap 400 Value ETF 2.5 18 39 8.4 +0.8
DURA VanEck Durable High Dividend ETF 2.5 29 28 6.3 -1.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.5 10 47 8.5 +1.0
SPGP Invesco S&P 500 GARP ETF 2.5 34 23 6.0 -1.5
SCHD Schwab US Dividend Equity ETF 2.5 6 51 8.3 +0.7
SIXA ETC 6 Meridian Mega Cap Equity ETF 2.5 80 -23 5.7 -1.9
IWFG IQ Winslow Focused Large Cap Growth ETF 2.5 65 -8 2.3 -5.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.5 29 28 5.9 -1.6
DIVZ TrueShares Low Volatility Equity Income ETF 2.4 65 -8 5.8 -1.8
JOET Virtus Terranova US Quality Momentum ETF 2.4 29 28 4.0 -3.6
RFV Invesco S&P Midcap 400 Pure Value ETF 2.4 35 22 12.3 +4.7
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.4 35 22 6.8 -0.7
IWR iShares Russell Midcap ETF 2.4 19 38 5.7 -1.9
GQI Natixis Gateway Quality Income ETF 2.4 34 23 4.5 -3.1
SURE AdvisorShares Insiders Advantage ETF 2.4 90 -33 8.5 +0.9
PNQI Invesco NASDAQ Internet ETF 2.4 60 -3 3.7 -3.9
DIVS SmartETFs Dividend Builder ETF 2.4 65 -8 4.5 -3.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.4 80 -23 6.9 -0.7
KAT Scharf ETF 2.4 87 -30 6.1 -1.5
RAYD Rayliant Quantitative Developed Market Equity ETF 2.4 80 -23 3.8 -3.8
GRNY Fundstrat Granny Shots US Large Cap ETF 2.4 75 -18 2.3 -5.3
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.3 18 39 5.1 -2.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.3 35 22 3.4 -4.2
VFMF Vanguard U.S. Multifactor ETF 2.3 18 39 7.2 -0.4
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 2.3 30 27 8.7 +1.2
EZM WisdomTree U.S. MidCap Fund 2.3 38 19 8.6 +1.0
FEX First Trust Large Cap Core AlphaDEX Fund 2.3 59 -2 5.3 -2.3
GRPZ Invesco S&P SmallCap 600 GARP ETF 2.3 35 22 6.7 -0.9
FTA First Trust Large Cap Value AlphaDEX Fund 2.3 59 -2 7.9 +0.3
USRD Themes US R&D Champions ETF 2.3 29 28 4.3 -3.3
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.3 49 8 8.1 +0.5
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.3 60 -3 10.1 +2.5
AFLG First Trust Active Factor Large Cap ETF 2.3 55 2 5.3 -2.3
SIZE iShares MSCI USA Size Factor ETF 2.3 15 42 5.7 -1.8
GURU Global X Guru Index ETF 2.2 75 -18 2.6 -4.9
XOEF iShares S&P 500 ex S&P 100 ETF 2.2 20 37 4.9 -2.7
DHS WisdomTree U.S. High Dividend Fund 2.2 38 19 8.2 +0.6
FLV American Century Focused Large Cap Value ETF 2.2 42 15 6.2 -1.4
TOLL Tema Durable Quality ETF 2.2 75 -18 4.3 -3.3
TPHD Timothy Plan High Dividend Stock ETF 2.2 52 5 6.0 -1.6
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.2 49 8 4.9 -2.7
YALL God Bless America ETF 2.2 65 -8 4.2 -3.4
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.2 25 32 4.4 -3.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.2 9 48 5.4 -2.1
RSP Invesco S&P 500 Equal Weight ETF 2.1 20 37 6.1 -1.5
SPHQ Invesco S&P 500 Quality ETF 2.1 15 42 4.8 -2.8
EUSA iShares MSCI USA Equal Weighted ETF 2.1 9 48 5.7 -1.8
IUS Invesco RAFI Strategic US ETF 2.1 19 38 6.0 -1.6
FAB First Trust Multi Cap Value AlphaDEX Fund 2.1 67 -10 9.0 +1.5
USVM VictoryShares US Small Mid Cap Value Momentum ETF 2.1 25 32 8.5 +0.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.1 25 32 5.8 -1.8
VFQY Vanguard U.S. Quality Factor ETF 2.1 13 44 5.8 -1.8
VFMV Vanguard U.S. Minimum Volatility ETF 2.1 13 44 5.7 -1.8
PDP Invesco Dorsey Wright Momentum ETF 2.1 62 -5 1.6 -5.9
FTGS First Trust Growth Strength ETF 2.1 60 -3 3.7 -3.9
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 2.1 60 -3 8.1 +0.5
CWS AdvisorShares Focused Equity ETF 2.0 84 -27 4.7 -2.8
AZTD Aztlan Global Stock Selection DM SMID ETF 2.0 75 -18 4.4 -3.1
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 2.0 60 -3 5.1 -2.5
NUMV Nuveen ESG Mid-Cap Value ETF 2.0 31 26 5.9 -1.6
QLV FlexShares US Quality Low Volatility Index Fund 2.0 22 35 5.0 -2.6
FYT First Trust Small Cap Value AlphaDEX Fund 2.0 73 -16 10.8 +3.2
BEEX BeeHive ETF 2.0 84 -27 4.0 -3.6
FNK First Trust Mid Cap Value AlphaDEX Fund 2.0 70 -13 10.1 +2.5
GRNJ Fundstrat Granny Shts US Sm- &Mid-CapETF 2.0 75 -18 2.2 -5.3
HELX Franklin Genomic Advancements ETF 2.0 50 7 -1.4 -9.0
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 2.0 40 17 5.5 -2.1
BGIG Bahl & Gaynor Income Growth ETF 1.9 45 12 4.6 -3.0
OPTZ Optimize Strategy Index ETF 1.9 50 7 4.2 -3.4
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 1.9 38 19 9.6 +2.0
DVY iShares Select Dividend ETF 1.9 38 19 8.2 +0.6
FFND Future Fund Active ETF 1.9 100 -43 4.6 -3.0
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.9 29 28 6.9 -0.7
IBUY Amplify Online Retail ETF 1.9 65 -8 2.3 -5.2
SFGV Sequoia Global Value ETF 1.9 23 34 7.4 -0.2
SYLD Cambria Shareholder Yield ETF 1.9 59 -2 10.9 +3.3
SXQG ETC 6 Meridian Quality Growth ETF 1.9 100 -43 2.9 -4.7
ROSC Hartford Multifactor Small Cap ETF 1.9 34 23 7.7 +0.2
FPX First Trust US Equity Opportunities ETF 1.9 61 -4 1.0 -6.6
AVIE Avantis  Inflation Focused Equity ETF 1.9 25 32 6.1 -1.5
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.9 15 42 6.5 -1.1
MXI iShares Global Materials ETF 1.9 41 16 6.1 -1.5
TXS Texas Capital Texas Equity Index ETF 1.9 49 8 5.1 -2.5
WLDR Affinity World Leaders Equity ETF 1.9 67 -10 6.6 -1.0
DVGR DAC 3D Dividend Growth ETF 1.8 65 -8 4.8 -2.8
DFLV Dimensional US Large Cap Value ETF 1.8 22 35 6.5 -1.1
LRGE ClearBridge Large Cap Growth ESG ETF 1.8 59 -2 2.8 -4.8
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.8 52 5 5.0 -2.6
HDV iShares Core High Dividend ETF 1.8 8 49 5.9 -1.7
FNDX Schwab Fundamental US Large Co. Index ETF 1.8 25 32 6.6 -1.0
XLY Consumer Discretionary Select Sector SPDR 1.8 8 49 4.4 -3.1
BSVO EA Bridgeway Omni Small-Cap Value ETF 1.8 47 10 8.6 +1.0
QUS State Street SPDR MSCI USA StrategicFactors ETF 1.8 15 42 5.1 -2.4
ITAN Sparkline Intangible Value ETF 1.8 50 7 6.5 -1.1
DIVB iShares Core Dividend ETF 1.8 5 52 7.6 +0.1
FNDB Schwab Fundamental US Broad Market Index ETF 1.8 25 32 6.6 -1.0
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.8 35 22 4.8 -2.8
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.8 75 -18 6.6 -0.9
CGDG Capital Group Dividend Growers ETF 1.8 47 10 5.2 -2.4
XJH iShares ESG Screened S&P Mid-Cap ETF 1.8 12 45 6.4 -1.2
NULG Nuveen ESG Large-Cap Growth ETF 1.8 26 31 3.1 -4.5
DIVG Invesco S&P 500 High Dividend Growers ETF 1.8 39 18 7.7 +0.1
SDOG ALPS Sector Dividend Dogs ETF 1.7 36 21 8.6 +1.0
VLU State Street SPDR S&P 1500 Value Tilt ETF 1.7 12 45 6.6 -1.0
AQEC AQE Core ETF 1.7 49 8 5.1 -2.5
STXV Strive 1000 Value ETF 1.7 18 39 7.1 -0.5
DIVY Sound Equity Dividend Income ETF 1.7 45 12 8.4 +0.8
XSLV Invesco S&P SmallCap Low Volatility ETF 1.7 25 32 7.7 +0.1
DUHP Dimensional US High Profitability ETF 1.7 21 36 5.3 -2.3
REVS Columbia Research Enhanced Value ETF 1.7 19 38 7.1 -0.4
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.7 35 22 6.4 -1.2
DES WisdomTree U.S. SmallCap Dividend Fund 1.7 38 19 8.7 +1.1
DGRO iShares Core Dividend Growth ETF 1.7 8 49 5.7 -1.9
XSHQ Invesco S&P SmallCap Quality ETF 1.7 29 28 7.2 -0.3
AVUV Avantis U.S. Small Cap Value ETF 1.7 25 32 8.8 +1.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.7 15 42 7.3 -0.3
GOP Unusual Whales Subversive Republican Trading ETF 1.7 50 7 4.6 -2.9
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 1.7 57 0 3.2 -4.3
RNMC First Trust Mid Cap US Equity Select ETF 1.7 60 -3 6.6 -1.0
FVD First Trust Value Line Dividend Index Fund 1.7 65 -8 5.6 -2.0
FMDE Fidelity Enhanced Mid Cap ETF 1.7 23 34 5.7 -1.9
ABFL Abacus FCF Leaders ETF 1.6 59 -2 4.0 -3.6
PY Principal Value ETF 1.6 15 42 7.2 -0.4
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.6 15 42 5.5 -2.1
FLDZ RiverNorth Patriot ETF 1.6 75 -18 5.8 -1.8
MDY SPDR S&P Midcap 400 ETF Trust 1.6 23 34 6.3 -1.3
BGDV Bahl & Gaynor Dividend ETF 1.6 45 12 4.1 -3.5
CSMD Congress SMid Growth ETF 1.6 69 -12 3.6 -4.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.6 20 37 6.0 -1.6
IWP iShares Russell Mid-Cap Growth ETF 1.6 23 34 2.9 -4.7
RPG Invesco S&P 500 Pure Growth ETF 1.6 35 22 2.9 -4.6
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.6 50 7 3.5 -4.1
SPMO Invesco S&P 500 Momentum ETF 1.6 13 44 3.6 -4.0
FNDA Schwab Fundamental US Small Co. Index ETF 1.6 25 32 6.7 -0.9
DFSV Dimensional US Small Cap Value ETF 1.6 31 26 9.6 +2.0
JVAL JPMorgan U.S. Value Factor ETF 1.6 12 45 7.5 -0.0
FDMO Fidelity Momentum Factor ETF 1.6 15 42 2.7 -4.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.6 9 48 4.6 -3.0
DFAT Dimensional U.S. Targeted Value ETF 1.6 28 29 9.3 +1.8
CZA Invesco Zacks Mid-Cap ETF 1.6 72 -15 6.2 -1.4
FTC First Trust Large Cap Growth AlphaDEX Fund 1.6 59 -2 2.0 -5.6
DFUV Dimensional US Marketwide Value ETF 1.5 22 35 6.6 -1.0
VOT Vanguard Mid-Cap Growth ETF 1.5 7 50 3.3 -4.3
QQQ Invesco QQQ Trust Series I 1.5 20 37 3.6 -4.0
FDIS Fidelity MSCI Consumer Discretionary Index ETF 1.5 8 49 4.5 -3.1
QQQM Invesco NASDAQ 100 ETF 1.5 15 42 3.6 -4.0
ABIG Argent Large Cap ETF 1.5 49 8 4.6 -3.0
IJH iShares Core S&P Mid-Cap ETF 1.5 5 52 6.5 -1.1
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.5 3 54 6.5 -1.1
BUL Pacer US Cash Cows Growth ETF 1.5 60 -3 3.5 -4.1
WDNA WisdomTree BioRevolution Fund 1.5 45 12 -2.4 -9.9
IVOO Vanguard S&P Mid-Cap 400 ETF 1.5 7 50 6.5 -1.1
AFMC First Trust Active Factor Mid Cap ETF 1.5 65 -8 7.6 +0.0
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.5 35 22 6.4 -1.2
RAFE PIMCO RAFI ESG U.S. ETF 1.5 29 28 6.7 -0.9
HDUS Hartford Disciplined US Equity ETF 1.5 19 38 5.0 -2.6
FQAL Fidelity Quality Factor ETF 1.5 15 42 4.9 -2.6
OGIG ALPS O'Shares Global Internet Giants ETF 1.5 48 9 2.5 -5.1
MID American Century Mid Cap Growth Impact ETF 1.5 45 12 3.0 -4.6
SMLF iShares U.S. SmallCap Equity Factor ETF 1.5 15 42 5.4 -2.2
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.5 59 -2 5.0 -2.6
DXUV Dimensional US Vector Equity ETF 1.5 28 29 5.6 -2.0
ACVF American Conservative Values ETF 1.5 75 -18 3.9 -3.6
PRF Invesco FTSE RAFI US 1000 ETF 1.4 34 23 6.1 -1.5
SCHV Schwab U.S. Large-Cap Value ETF 1.4 4 53 5.9 -1.7
USCF Themes US Cash Flow Champions ETF 1.4 29 28 7.8 +0.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.4 4 53 5.9 -1.7
DVND Touchstone Dividend Select ETF 1.4 67 -10 5.5 -2.1
FYX First Trust Small Cap Core AlphaDEX Fund 1.4 61 -4 6.1 -1.5
LQPE PEO AlphaQuest Thematic PE ETF 1.4 125 -68 5.3 -2.3
SMOX Horizon Small/Mid Cap Core Equity ETF 1.4 75 -18 5.7 -1.8
FDL First Trust Morningstar Dividend Leaders Index Fund 1.4 45 12 8.9 +1.3
AIEQ AI Powered Equity ETF 1.4 75 -18 4.0 -3.6
LCF Touchstone US Large Cap Focused ETF 1.4 69 -12 3.8 -3.7
GDIV Harbor Dividend Growth Leaders ETF 1.4 50 7 4.2 -3.4
TPSC Timothy Plan US Small Cap Core ETF 1.4 52 5 7.0 -0.6
FFOX FundX Future Fund Opportunities ETF 1.4 100 -43 2.5 -5.0
QUVU Hartford Quality Value ETF 1.4 46 11 5.9 -1.7
JHMM John Hancock Multifactor Mid Cap ETF 1.4 42 15 5.7 -1.8
SMCF Themes US Small Cap Cash Flow Champions ETF 1.4 29 28 10.7 +3.1
SVAL iShares US Small Cap Value Factor ETF 1.4 20 37 8.1 +0.5
TTAC FCF US Quality ETF 1.4 59 -2 5.3 -2.3
WOMN Impact Shares YWCA Women's Empowerment ETF 1.4 75 -18 5.0 -2.6
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.4 75 -18 2.5 -5.1
QDEF FlexShares Quality Dividend Defensive Index Fund 1.4 37 20 5.6 -2.0
SQLV Royce Quant Small-Cap Quality Value ETF 1.4 60 -3 8.8 +1.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.3 60 -3 6.3 -1.3
DFSU Dimensional US Sustainability Core 1 ETF 1.3 18 39 4.9 -2.6
PWV Invesco Large Cap Value ETF 1.3 55 2 6.6 -1.0
QWLD SPDR MSCI World StrategicFactors ETF 1.3 30 27 5.3 -2.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.3 56 1 7.3 -0.3
ARKF ARK Fintech Innovation ETF 1.3 75 -18 0.2 -7.4
DFAC Dimensional U.S. Core Equity 2 ETF 1.3 17 40 5.0 -2.6
PEY Invesco High Yield Equity Dividend Achievers ETF 1.3 52 5 9.5 +2.0
RNIN Bushido Capital US SMID Cap Equity ETF 1.3 70 -13 11.6 +4.1
GXPD Global X PureCap MSCI Consumer Discretionary ETF 1.3 25 32 3.6 -4.0
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 1.3 12 45 5.4 -2.2
EQIN Columbia US Equity Income ETF 1.3 35 22 6.3 -1.3
DFNV Donoghue Forlines Innovation ETF 1.3 69 -12 4.2 -3.4
PRXV Praxis Impact Large Cap Value ETF 1.3 36 21 5.9 -1.7
SPMV Invesco S&P 500 Minimum Variance ETF 1.3 10 47 5.1 -2.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.3 58 -1 4.9 -2.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.3 24 33 6.5 -1.1
IUSV iShares Core S&P US Value ETF 1.3 4 53 6.0 -1.6
FSST Fidelity Sustainable U.S. Equity ETF 1.3 59 -2 3.3 -4.3
JMOM JPMorgan U.S. Momentum Factor ETF 1.3 12 45 3.7 -3.9
VYM Vanguard High Dividend Yield Index ETF 1.3 6 51 6.3 -1.3
JHML John Hancock Multifactor Large Cap ETF 1.3 29 28 4.8 -2.8
FFOG Franklin Focused Growth ETF 1.3 61 -4 1.7 -5.9
AUSF Global X Adaptive U.S. Factor ETF 1.3 27 30 8.1 +0.5
VCR Vanguard Consumer Discretionary ETF 1.3 9 48 4.5 -3.1
VTV Vanguard Value ETF 1.3 4 53 6.1 -1.5
FDG American Century Focused Dynamic Growth ETF 1.3 45 12 1.9 -5.7
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.3 43 14 5.3 -2.3
ARGT Global X MSCI Argentina ETF 1.3 59 -2 3.5 -4.1
MFIG Motley Fool Innovative Growth Factor ETF 1.2 50 7 2.9 -4.7
CALF Pacer US Small Cap Cash Cows 100 ETF 1.2 59 -2 9.9 +2.3
DCOR Dimensional US Core Equity 1 ETF 1.2 14 43 4.9 -2.7
MODL VictoryShares WestEnd U.S. Sector ETF 1.2 42 15 4.3 -3.3
QLTY GMO U.S. Quality ETF 1.2 50 7 4.2 -3.4
QQMG Invesco ESG NASDAQ 100 ETF 1.2 20 37 3.5 -4.0
STXM Strive Mid-Cap ETF 1.2 18 39 5.7 -1.9
DFVX Dimensional US Large Cap Vector ETF 1.2 22 35 5.5 -2.1
TAX Cambria Tax Aware ETF 1.2 49 8 4.5 -3.1
VOOV Vanguard S&P 500 Value ETF 1.2 7 50 5.8 -1.7
FNX First Trust Mid Cap Core AlphaDEX Fund 1.2 60 -3 6.6 -0.9
SPYV State Street SPDR Portfolio S&P 500 Value ETF 1.2 4 53 5.9 -1.7
RXI iShares Global Consumer Discretionary ETF 1.2 41 16 8.0 +0.4
IVE iShares S&P 500 Value ETF 1.2 18 39 5.7 -1.8
JEPI JPMorgan Equity Premium Income ETF 1.2 35 22 4.8 -2.8
NIXT Research Affiliates Deletions ETF 1.2 9 48 7.5 -0.1
PBW Invesco WilderHill Clean Energy ETF 1.2 66 -9 -3.2 -10.7
AFSM First Trust Active Factor Small Cap ETF 1.2 75 -18 6.5 -1.1
FCPI Fidelity Stocks for Inflation ETF 1.2 15 42 6.1 -1.5
VBK Vanguard Small-Cap Growth ETF 1.2 7 50 1.4 -6.2
EBI Longview Advantage ETF 1.2 35 22 6.3 -1.2
XMAG Defiance Large Cap ex-Mag 7 ETF 1.2 35 22 4.6 -2.9
AVLV Avantis U.S. Large Cap Value ETF 1.2 15 42 6.2 -1.3
FSCS First Trust SMID Capital Strength ETF 1.1 60 -3 6.9 -0.7
ILCV iShares Morningstar Value ETF 1.1 4 53 5.6 -2.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.1 32 25 4.2 -3.3
RCGE RockCreek Global Equality ETF 1.1 95 -38 6.3 -1.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.1 19 38 5.2 -2.3
FSGS First Trust SMID Growth Strength ETF 1.1 60 -3 5.0 -2.6
LRGF iShares U.S. Equity Factor ETF 1.1 8 49 4.9 -2.7
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.1 54 3 5.8 -1.8
FSMD Fidelity Small-Mid Multifactor ETF 1.1 15 42 7.1 -0.5
SPXT ProShares S&P 500 Ex-Technology ETF 1.1 9 48 4.9 -2.6
ZECP Zacks Earnings Consistent Portfolio ETF 1.1 55 2 4.3 -3.3
LCLG Logan Capital Broad Innovative Growth ETF 1.1 99 -42 3.3 -4.3
BFOR ALPS Barron's 400 ETF 1.1 65 -8 5.2 -2.3
NULV Nuveen ESG Large-Cap Value ETF 1.1 26 31 5.5 -2.1
RECS Columbia Research Enhanced Core ETF 1.1 15 42 5.6 -2.0
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 1.1 39 18 3.9 -3.7
DEEP Roundhill Acquirers Deep Value ETF 1.1 80 -23 17.3 +9.7
VONV Vanguard Russell 1000 Value ETF 1.1 7 50 5.8 -1.8
IWD iShares Russell 1000 Value ETF 1.1 19 38 5.7 -1.9
FDLS Inspire Fidelis Multi Factor ETF 1.1 76 -19 3.5 -4.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.1 20 37 4.5 -3.1
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 1.1 12 45 7.3 -0.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.1 29 28 4.2 -3.4
MNZL Manzil Russell Halal USA Broad MarketETF 1.1 40 17 4.2 -3.4
DSPY Tema S&P 500 Historical Weight ETF 1.1 18 39 4.7 -2.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.1 64 -7 1.4 -6.1
EVUS iShares ESG Aware MSCI USA Value ETF 1.1 18 39 5.8 -1.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.1 15 42 4.4 -3.1
TIME Clockwise Core Equity & Innovation ETF 1.1 95 -38 2.3 -5.3
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.1 17 40 5.4 -2.2
CHGX AXS Change Finance ESG ETF 1.1 49 8 4.9 -2.7
IMCG iShares Morningstar Mid-Cap Growth ETF 1.1 6 51 3.7 -3.9
ARKW ARK Next Generation Internet ETF 1.1 87 -30 0.7 -6.8
SCHM Schwab U.S. Mid-Cap ETF 1.1 4 53 6.3 -1.3
DFAU Dimensional US Core Equity Market ETF 1.0 12 45 4.6 -3.0
VB Vanguard Small-Cap ETF 1.0 5 52 5.6 -2.0
ISCG iShares Morningstar Small-Cap Growth ETF 1.0 6 51 3.0 -4.6
VALQ American Century U.S. Quality Value ETF 1.0 29 28 7.1 -0.4
ISCB iShares Morningstar Small-Cap ETF 1.0 4 53 5.8 -1.8
PTL Inspire 500 ETF 1.0 9 48 4.7 -2.9
MOTG VanEck Morningstar Global Wide Moat ETF 1.0 52 5 7.6 +0.1
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 1.0 12 45 3.7 -3.9
APUE ActivePassive U.S. Equity ETF 1.0 45 12 4.2 -3.4
AVSC Avantis U.S Small Cap Equity ETF 1.0 25 32 5.2 -2.4
ISCV iShares Morningstar Small Cap Value ETF 1.0 6 51 8.3 +0.7
ARKQ ARK Autonomous Technology & Robotics ETF 1.0 75 -18 1.0 -6.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.0 7 50 5.7 -1.8
QGRW WisdomTree U.S. Quality Growth Fund 1.0 28 29 3.1 -4.5
PFM Invesco Dividend Achievers ETF 1.0 53 4 4.8 -2.8
GVUS Marketbeta Russell 1000 Value Equity ETF 1.0 12 45 5.8 -1.8
EQWL Invesco S&P 100 Equal Weight ETF 1.0 25 32 5.7 -1.9
CATH Global X S&P 500 Catholic Values Custom ETF 1.0 29 28 4.3 -3.3
ESGV Vanguard ESG U.S. Stock ETF 1.0 9 48 4.5 -3.1
VIG Vanguard Dividend Appreciation ETF 1.0 5 52 5.1 -2.5
LRGC AB US Large Cap Strategic Equities ETF 1.0 48 9 4.1 -3.5
DON WisdomTree U.S. MidCap Dividend Fund 1.0 38 19 8.4 +0.9
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.0 45 12 3.9 -3.7
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.0 10 47 4.0 -3.6
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.0 15 42 4.1 -3.5
IJT iShares S&P Small-Cap 600 Growth ETF 1.0 18 39 4.0 -3.5
NULC Nuveen ESG Large-Cap ETF 1.0 21 36 4.3 -3.3
MGMT Ballast Small/Mid Cap ETF 1.0 110 -53 7.9 +0.4
VBR Vanguard Small Cap Value ETF 0.9 7 50 8.3 +0.8
TOPC iShares S&P 500 3% Capped ETF 0.9 15 42 4.6 -2.9
CVY Invesco Zacks Multi-Asset Income ETF 0.9 106 -49 10.5 +2.9
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.9 15 42 4.6 -3.0
SMDV ProShares Russell 2000 Dividend Growers ETF 0.9 40 17 7.2 -0.3
ALIL Argent Focused Small Cap ETF 0.9 74 -17 6.1 -1.5
HLAL Wahed FTSE USA Shariah ETF 0.9 50 7 4.0 -3.6
ROE Astoria US Quality Kings ETF 0.9 49 8 5.8 -1.8
DSMC Distillate Small/Mid Cash Flow ETF 0.9 55 2 11.6 +4.1
TOV JLens 500 Jewish Advocacy U.S. ETF 0.9 18 39 4.2 -3.4
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 0.9 48 9 8.2 +0.6
CHRI Global X S&P 500 Christian Values ETF 0.9 29 28 4.2 -3.4
VUSE Vident U.S. Equity Strategy ETF 0.9 50 7 3.9 -3.7
AVUS Avantis U.S. Equity ETF 0.9 15 42 5.1 -2.5
VAMO Cambria Value & Momentum ETF 0.9 61 -4 5.3 -2.3
PRAY FIS Christian Stock Fund 0.9 69 -12 4.1 -3.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.9 10 47 4.6 -3.0
PSC Principal U.S. Small-Cap ETF 0.9 38 19 4.1 -3.5
EES WisdomTree U.S. SmallCap Fund 0.9 38 19 8.7 +1.1
DFAS Dimensional U.S. Small Cap ETF 0.9 26 31 6.0 -1.5
XJR iShares ESG Screened S&P Small-Cap ETF 0.9 12 45 6.9 -0.7
RND First Trust Bloomberg R&D Leaders ETF 0.9 60 -3 2.6 -5.0
SFTY Horizon Managed Risk ETF 0.9 77 -20 3.7 -3.9
XVV iShares ESG Screened S&P 500 ETF 0.9 8 49 4.4 -3.2
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.9 49 8 8.8 +1.3
SPXN ProShares S&P 500 Ex-Financials ETF 0.9 9 48 4.2 -3.3
VXF Vanguard Extended Market ETF 0.9 5 52 4.1 -3.5
INCE Franklin Income Equity Focus ETF 0.9 29 28 5.3 -2.3
STOX Horizon Core Equity ETF 0.9 70 -13 3.8 -3.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.9 9 48 4.6 -3.0
JQUA JPMorgan U.S. Quality Factor ETF 0.9 12 45 5.3 -2.3
QVML Invesco S&P 500 QVM Multi-factor ETF 0.9 11 46 4.6 -3.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 0.9 70 -13 4.6 -3.0
ISMD Inspire Small/Mid Cap ETF 0.9 54 3 5.9 -1.7
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.9 19 38 5.0 -2.6
FYC First Trust Small Cap Growth AlphaDEX Fund 0.8 71 -14 -0.6 -8.2
DTD WisdomTree U.S. Total Dividend Fund 0.8 28 29 5.9 -1.7
QLC FlexShares US Quality Large Cap Index Fund 0.8 25 32 4.9 -2.7
DLN WisdomTree U.S. LargeCap Dividend Fund 0.8 28 29 5.6 -2.0
VSLU Applied Finance Valuation Large Cap ETF 0.8 49 8 5.0 -2.6
JHDV John Hancock U.S. High Dividend ETF 0.8 34 23 6.5 -1.1
DFUS Dimensional U.S. Equity ETF 0.8 9 48 4.4 -3.2
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.8 35 22 5.2 -2.4
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.8 65 -8 7.9 +0.4
TEXN iShares Texas Equity ETF 0.8 20 37 5.3 -2.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.8 25 32 5.3 -2.3
OALC OneAscent Large Cap Core ETF 0.8 86 -29 3.8 -3.8
SPXV ProShares S&P 500 Ex-Health Care ETF 0.8 9 48 4.2 -3.4
QGRO American Century U.S. Quality Growth ETF 0.8 29 28 4.0 -3.6
SCHX Schwab U.S. Large-Cap ETF 0.8 3 54 4.5 -3.0
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.8 20 37 4.2 -3.3
VONE Vanguard Russell 1000 ETF 0.8 7 50 4.5 -3.1
IWB iShares Russell 1000 ETF 0.8 15 42 4.4 -3.2
PBUS Invesco MSCI USA ETF 0.8 4 53 4.5 -3.1
ONEQ Fidelity Nasdaq Composite Index ETF 0.8 21 36 3.2 -4.4
SCHK Schwab 1000 Index ETF 0.8 5 52 4.5 -3.1
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -18 4.3 -3.3
IYY iShares Dow Jones U.S. ETF 0.8 20 37 4.3 -3.2
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.8 3 54 4.6 -2.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.8 15 42 6.9 -0.7
SCHB Schwab U.S. Broad Market ETF 0.8 3 54 4.5 -3.1
LGRO Level Four Large Cap Growth Active ETF 0.8 55 2 4.0 -3.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.8 3 54 4.4 -3.2
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.8 60 -3 -0.9 -8.5
IWV iShares Russell 3000 ETF 0.8 20 37 4.3 -3.3
VTI Vanguard Total Stock Market ETF 0.8 3 54 4.4 -3.2
VTHR Vanguard Russell 3000 ETF 0.8 7 50 4.4 -3.2
WTV WisdomTree US Value Fund of Benef Interest 0.8 12 45 8.1 +0.5
IVV iShares Core S&P 500 ETF 0.8 3 54 4.5 -3.1
SPYM State Street SPDR Portfolio S&P 500 ETF 0.8 2 55 4.5 -3.1
SPY SPDR S&P 500 ETF 0.8 9 48 4.4 -3.2
VOO Vanguard S&P 500 ETF 0.8 3 54 4.5 -3.1
STRV Strive 500 ETF 0.8 5 52 4.4 -3.2
ILCB iShares Morningstar U.S. Equity ETF 0.8 3 54 4.4 -3.2
ARKX ARK Space Exploration & Innovation ETF 0.8 75 -18 0.0 -7.5
DEW WisdomTree Global High Dividend Fund 0.8 58 -1 7.4 -0.2
SPXE ProShares S&P 500 Ex-Energy ETF 0.8 9 48 4.3 -3.3
RVRB Reverb ETF 0.8 30 27 4.2 -3.4
VV Vanguard Large-Cap ETF 0.8 4 53 4.4 -3.2
WCEO Hypatia Women CEO ETF 0.8 85 -28 5.1 -2.4
SPHB Invesco S&P 500 High Beta ETF 0.8 25 32 4.3 -3.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.8 9 48 4.2 -3.4
VOTE TCW Transform 500 ETF 0.8 5 52 4.4 -3.2
JGRO JPMorgan Active Growth ETF 0.8 44 13 2.5 -5.0
VIOO Vanguard S&P Small-Cap 600 ETF 0.7 7 50 6.9 -0.7
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.7 3 54 7.0 -0.6
IJR iShares Core S&P Small Cap ETF 0.7 6 51 7.0 -0.6
DSI iShares MSCI KLD 400 Social ETF 0.7 25 32 4.4 -3.2
TMFC Motley Fool 100 Index ETF 0.7 50 7 3.2 -4.4
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.7 60 -3 6.0 -1.6
GXLC Global X U.S. 500 ETF 0.7 2 55 4.4 -3.2
MFMO Motley Fool Momentum Factor ETF 0.7 50 7 2.3 -5.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.7 11 46 4.4 -3.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.7 2 55 4.4 -3.1
RAUS RACWI US ETF 0.7 15 42 4.4 -3.1
ESGU iShares ESG Aware MSCI USA ETF 0.7 15 42 4.4 -3.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.7 7 50 4.4 -3.2
JSTC Adasina Social Justice All Cap Global ETF 0.7 89 -32 4.8 -2.8
AVSU Avantis Responsible U.S. Equity ETF 0.7 15 42 5.4 -2.2
CGGR Capital Group Growth ETF 0.7 39 18 2.6 -4.9
RNSC Furst Trust Small Cap US Equity Select ETF 0.7 60 -3 4.7 -2.9
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.7 38 19 5.3 -2.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.7 12 45 3.6 -4.0
STXD Strive 1000 Dividend Growth ETF 0.7 35 22 4.6 -3.0
ENHU iShares Enhanced Large Cap Core Active ETF 0.7 22 35 4.4 -3.2
SMMD iShares Russell 2500 ETF 0.7 15 42 6.1 -1.5
BKLC BNY Mellon US Large Cap Core Equity ETF 0.7 0 57 4.4 -3.2
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.7 12 45 3.8 -3.8
SFY SoFi Select 500 ETF 0.7 0 57 4.0 -3.5
FESM Fidelity Enhanced Small Cap ETF 0.7 28 29 2.6 -5.0
WSML iShares MSCI World Small-Cap ETF 0.7 15 42 5.7 -1.9
FDLO Fidelity Low Volatility Factor ETF 0.7 15 42 4.9 -2.7
CGDV Capital Group Dividend Value ETF 0.7 33 24 4.1 -3.5
KLMN Invesco MSCI North America Climate ETF 0.7 9 48 4.6 -3.0
NACP Impact Shares NAACP Minority Empowerment ETF 0.7 49 8 4.2 -3.4
GSPY Gotham Enhanced 500 ETF 0.7 50 7 4.7 -2.9
CGGO Capital Group Global Growth Equity ETF 0.7 47 10 4.5 -3.1
NUSC Nuveen ESG Small-Cap ETF 0.7 31 26 5.3 -2.2
FVAL Fidelity Value Factor ETF 0.7 15 42 6.3 -1.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.6 14 43 4.4 -3.2
DBSC Deepwater Beachfront Small Cap ETF 0.6 85 -28 1.3 -6.3
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 0.6 5 52 7.8 +0.2
USEW Cambria US EW ETF 0.6 30 27 4.3 -3.2
IJK iShares S&P Mid-Cap 400 Growth ETF 0.6 17 40 4.4 -3.2
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.6 15 42 4.4 -3.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.6 20 37 4.5 -3.0
LCDS JPMorgan Fundamental Data Science Large Core ETF 0.6 30 27 4.3 -3.3
STXK Strive Small-Cap ETF 0.6 18 39 5.6 -2.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.6 10 47 4.4 -3.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.6 39 18 2.5 -5.0
LGCF Themes US Cash Flow Champions ETF 0.6 30 27 7.5 -0.1
TOK iShares MSCI Kokusai ETF 0.6 26 31 4.6 -3.0
JAVA JPMorgan Active Value ETF 0.6 44 13 5.8 -1.8
BKSE BNY Mellon US Small Cap Core Equity ETF 0.6 4 53 5.7 -1.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.6 39 18 3.9 -3.7
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.6 55 2 9.6 +2.1
EPS WisdomTree U.S. LargeCap Fund 0.6 8 49 5.1 -2.5
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.6 45 12 2.7 -4.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.6 9 48 5.2 -2.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.6 30 27 4.2 -3.4
QDF FlexShares Quality Dividend Index Fund 0.6 37 20 5.7 -1.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.6 75 -18 3.5 -4.1
IWF iShares Russell 1000 Growth ETF 0.6 19 38 3.6 -4.0
VONG Vanguard Russell 1000 Growth ETF 0.6 7 50 3.7 -3.9
COPY Tweedy, Browne Insider + Value ETF 0.6 80 -23 15.9 +8.4
DGRW WisdomTree US Quality Dividend Growth Fund 0.6 28 29 5.1 -2.5
KOKU Xtrackers MSCI Kokusai Equity ETF 0.6 9 48 4.7 -2.9
URTH iShares MSCI World ETF 0.6 24 33 4.6 -3.0
IWO iShares Russell 2000 Growth ETF 0.6 24 33 0.6 -7.0
LOWV AB US Low Volatility Equity ETF 0.6 48 9 4.4 -3.2
DGT State Street SPDR Global Dow ETF 0.5 50 7 6.0 -1.6
PEXL Pacer US Export Leaders ETF 0.5 60 -3 3.5 -4.1
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -22 4.6 -3.0
RSSL Global X Russell 2000 ETF 0.5 8 49 3.0 -4.6
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.5 10 47 9.9 +2.3
IJS iShares S&P Small-Cap 600 Value ETF 0.5 18 39 9.8 +2.2
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.5 15 42 9.9 +2.3
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.5 35 22 9.3 +1.7
SCHA Schwab U.S. Small-Cap ETF 0.5 4 53 4.9 -2.7
SNPV Xtrackers S&P 500 Value ESG ETF 0.5 15 42 5.8 -1.8
IWM iShares Russell 2000 ETF 0.5 19 38 2.9 -4.6
THRO iShares U.S. Thematic Rotation Active ETF 0.5 90 -33 3.4 -4.1
ACWI iShares MSCI ACWI ETF 0.5 32 25 5.0 -2.6
GLOF iShares Global Equity Factor ETF 0.5 20 37 6.0 -1.6
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.5 20 37 4.4 -3.2
VT Vanguard Total World Stock ETF 0.5 6 51 5.3 -2.3
AVUQ Avantis U.S. Quality ETF 0.5 15 42 3.8 -3.8
JHSC John Hancock Multifactor Small Cap ETF 0.5 42 15 6.4 -1.2
SUSL iShares ESG MSCI USA Leaders ETF 0.5 10 47 4.5 -3.1
STXG Strive 1000 Growth ETF 0.5 18 39 3.4 -4.1
IWY iShares Russell Top 200 Growth ETF 0.5 20 37 3.7 -3.9
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.5 49 8 5.2 -2.4
KLMT Invesco MSCI Global Climate 500 ETF 0.5 10 47 5.3 -2.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.5 8 49 4.6 -3.0
IWN iShares Russell 2000 Value ETF 0.5 24 33 5.3 -2.3
VTWV Vanguard Russell 2000 Value ETF 0.5 10 47 5.5 -2.1
ADME Aptus Drawdown Managed Equity ETF 0.5 79 -22 3.5 -4.1
SNPE Xtrackers S&P 500 ESG ETF 0.5 10 47 4.6 -3.0
FFLC Fidelity Fundamental Large Cap Core ETF 0.5 38 19 4.1 -3.4
GQQQ Astoria US Quality Growth Kings ETF 0.4 35 22 3.7 -3.9
SGLC SGI U.S. Large Cap Core ETF 0.4 85 -28 4.0 -3.6
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.4 40 17 4.3 -3.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.4 70 -13 2.3 -5.3
VTWO Vanguard Russell 2000 ETF 0.4 7 50 3.1 -4.5
GLBL Pacer MSCI World Industry Advantage ETF 0.4 65 -8 3.8 -3.8
VTWG Vanguard Russell 2000 Growth ETF 0.4 10 47 0.7 -6.9
MGK Vanguard Mega Cap Growth ETF 0.4 7 50 3.6 -4.0
IYW iShares U.S. Technology ETF 0.4 40 17 3.5 -4.1
MTUM iShares MSCI USA Momentum Factor ETF 0.4 15 42 2.8 -4.8
BRF VanEck Brazil Small-Cap ETF 0.4 66 -9 10.6 +3.0
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.4 10 47 4.5 -3.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.4 7 50 4.6 -3.0
IUSG iShares Core S&P U.S. Growth ETF 0.4 4 53 3.3 -4.2
VOOG Vanguard S&P 500 Growth ETF 0.4 7 50 3.3 -4.3
BLES Inspire Global Hope ETF 0.4 61 -4 6.0 -1.5
IVW iShares S&P 500 Growth ETF 0.4 18 39 3.2 -4.4
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.4 4 53 3.3 -4.3
PRXG Praxis Impact Large Cap Growth ETF 0.4 36 21 3.3 -4.3
USXF iShares ESG Advanced MSCI USA ETF 0.4 10 47 4.2 -3.4
VUG Vanguard Growth ETF 0.4 4 53 3.6 -4.0
FBCG Fidelity Blue Chip Growth ETF 0.4 59 -2 2.4 -5.2
FLQL Franklin LibertyQ U.S. Equity ETF 0.4 15 42 4.9 -2.7
IWL iShares Russell Top 200 ETF 0.4 15 42 4.1 -3.5
ILCG iShares Morningstar Growth ETF 0.4 4 53 3.3 -4.3
MGV Vanguard Mega Cap Value ETF 0.4 7 50 5.7 -1.9
NANC Unusual Whales Subversive Democratic Trading ETF 0.4 75 -18 3.2 -4.4
DIVN Horizon Dividend Income ETF 0.4 70 -13 6.5 -1.1
FDRR Fidelity Dividend ETF for Rising Rates 0.4 15 42 6.1 -1.5
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.4 60 -3 4.9 -2.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.4 20 37 5.0 -2.5
GEW Cambria Global EW ETF 0.4 29 28 5.6 -2.0
TRFM AAM Transformers ETF 0.3 49 8 1.2 -6.4
BUZZ VanEck Social Sentiment ETF 0.3 75 -18 -0.7 -8.2
IWX iShares Russell Top 200 Value ETF 0.3 20 37 5.3 -2.2
WRND IQ Global Equity R&D Leaders ETF 0.3 18 39 4.3 -3.3
YNOT Horizon Digital Frontier ETF 0.3 75 -18 2.9 -4.7
AQLT iShares MSCI Global Quality Factor ETF 0.3 18 39 0.0 -7.6
DAK Dakota Active Equity ETF 0.3 43 14 4.0 -3.6
SCHG Schwab U.S. Large-Cap Growth ETF 0.3 4 53 3.5 -4.1
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.3 20 37 4.8 -2.7
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 0.3 15 42 6.1 -1.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.3 48 9 5.5 -2.1
HAPI Harbor Human Capital Factor US Large Cap ETF 0.3 36 21 4.3 -3.3
LRND IQ U.S. Large Cap R&D Leaders ETF 0.3 14 43 4.2 -3.4
BIBL Inspire 100 ETF 0.3 35 22 4.6 -3.0
MGC Vanguard Mega Cap ETF 0.3 7 50 4.1 -3.4
VEGN US Vegan Climate ETF 0.3 60 -3 4.2 -3.4
QUAL iShares MSCI USA Quality Factor ETF 0.2 15 42 4.6 -3.0
FXL First Trust Technology AlphaDEX Fund 0.2 61 -4 6.2 -1.3
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 0.2 29 28 7.1 -0.5
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.2 20 37 0.9 -6.7
IYC iShares U.S. Consumer Discretionary ETF 0.2 40 17 3.5 -4.1
CZAR Themes Natural Monopoly ETF 0.2 35 22 5.4 -2.2
PAWZ ProShares Pet Care ETF 0.2 50 7 3.8 -3.8
OEF iShares S&P 100 ETF 0.2 20 37 4.1 -3.5
INRO iShares U.S. Industry Rotation Active ETF 0.2 42 15 3.8 -3.7
ETHO Etho Climate Leadership U.S. ETF 0.1 47 10 4.8 -2.7
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 39 3.3 -4.3
FELC Fidelity Enhanced Large Cap Core ETF 0.1 18 39 4.7 -2.9
SUSA iShares MSCI USA ESG Select ETF 0.1 25 32 4.3 -3.3
FELV Fidelity Enhanced Large Cap Value ETF 0.1 18 39 6.0 -1.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.1 12 45 4.7 -2.9

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

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RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

Forward
multiple:		 Invesco Food & Beverage ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

SPECULATIVE
Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 15.1 %
Divided by: Fwd. P/BV 1.9 x
Less: Expense ratio 57 bp
Equals: ALTAR Score 7.6 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.63 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.