Invesco Food & Beverage ETF
ALTAR
Score™		 7.0% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 15.9x P/Sales
ratio		 0.7x
P/BV
ratio		 1.8x Div.
yield		 1.4%


  • 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) $94
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) $36,138
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 6.3 %
SYSCO CORP 5.6 %
KROGER CO 5.5 %
KEURIG DR PEPPER INC. 5.2 %
CORTEVA INC 5.0 %
MONSTER BEVERAGE CORPORATION 5.0 %
MCDONALD'S CORP 4.8 %
MONDELEZ INTERNATIONAL INC-A 4.6 %
MISSION PRODUCE, INC. 3.2 %
CAL-MAINE FOODS INC 3.1 %
Total 48.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 90.3 %
LUXEMBOURG 2.6 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru July 31)
Year-to-date 1 year 5 years 10 years Since Incep.
4.0% 4.8% 9.2% 5.0% 7.5%

Market Correlations
versus... Beta R-squared
S&P500 0.69 58%
MSCI EAFE 0.55 41%
MSCI Emg. Mkts. 0.37 20%

Technical Indicators
Recent close $47.27
30d moving avg. $48.05
Annualized volatility 13.8%
Short interest (ETF) 0.1%
Short interest (Underlying) 5.9%
Relative strength (RSI) 54

Liquidity measures
Avg. volume (thou.) 7
Turnover 0.4%
Bid/Ask (% of price) 0.14%
ADV underlying (mns) $2,842

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 697 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™: 7.0%


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
(%)
FTXG First Trust Nasdaq Food & Beverage ETF 32.7 60 -3 7.4 +0.3
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 27.1 60 -3 6.7 -0.4
FXG First Trust Consumer Staples AlphaDEX Fund 23.4 63 -6 8.5 +1.4
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 21.2 40 17 7.0 -0.0
PEJ Invesco Leisure and Entertainment ETF 20.8 58 -1 3.6 -3.5
IYK iShares U.S. Consumer Staples ETF 17.9 40 17 6.4 -0.7
XLP Consumer Staples Select Sector SPDR Fund 17.2 8 49 6.1 -1.0
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 13.9 8 49 5.8 -1.3
VDC Vanguard Consumer Staples ETF 13.8 9 48 5.8 -1.3
EATZ AdvisorShares Restaurant ETF 12.8 101 -44 7.1 +0.0
PSCC Invesco S&P SmallCap Consumer Staples ETF 11.0 29 28 7.7 +0.6
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 10.9 60 -3 7.4 +0.4
MOO VanEck Agribusiness ETF 10.1 53 4 10.3 +3.3
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 9.4 27 30 7.0 -0.1
KXI iShares Global Consumer Staples ETF 7.6 41 16 5.5 -1.5
BGIG Bahl & Gaynor Income Growth ETF 7.4 45 12 5.2 -1.8
XRT SPDR S&P Retail ETF 7.3 35 22 8.4 +1.3
XLY Consumer Discretionary Select Sector SPDR Fund 7.0 8 49 4.6 -2.4
QNXT iShares Nasdaq-100 ex Top 30 ETF 6.9 20 37 4.4 -2.6
KROP Global X AgTech & Food Innovation ETF 6.8 50 7 6.6 -0.4
VEGI iShares MSCI Agriculture Producers ETF 6.8 39 18 8.6 +1.5
NBCC Neuberger Berman Next Generation Connected Consumer ETF 6.7 56 1 0.3 -6.7
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 6.5 46 11 9.9 +2.8
BUYZ Franklin Disruptive Commerce ETF 6.3 50 7 2.2 -4.8
DANA Dana Unconstrained Equity ETF 6.2 50 7 2.9 -4.1
RPV Invesco S&P 500 Pure Value ETF 6.1 35 22 10.4 +3.3
QMOM Alpha Architect U.S. Quantitative Momentum ETF 6.0 39 18 3.4 -3.7
XMMO Invesco S&P MidCap Momentum ETF 6.0 34 23 5.6 -1.5
PKW Invesco Buyback Achievers ETF 6.0 62 -5 7.1 +0.1
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 5.9 40 17 5.2 -1.9
RWK Invesco S&P MidCap 400 Revenue ETF 5.8 39 18 9.3 +2.3
ECML Euclidean Fundamental Value ETF 5.7 95 -38 11.1 +4.1
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 5.5 40 17 5.4 -1.7
FDIS Fidelity MSCI Consumer Discretionary Index ETF 5.4 8 49 4.4 -2.6
SPVM Invesco S&P 500 Value with Momentum ETF 5.3 39 18 7.6 +0.5
MBOX Freedom Day Dividend ETF 5.3 39 18 7.4 +0.3
VNSE Natixis Vaughan Nelson Select ETF 5.2 80 -23 4.6 -2.4
ANEW ProShares MSCI Transformational Changes ETF 5.2 45 12 6.1 -1.0
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 5.2 60 -3 4.6 -2.5
DURA VanEck Durable High Dividend ETF 5.1 29 28 8.5 +1.4
USMV iShares MSCI USA Min Vol Factor ETF 5.1 15 42 5.8 -1.3
RXI iShares Global Consumer Discretionary ETF 5.1 41 16 9.3 +2.2
VCR Vanguard Consumer Discretionary ETF 5.1 9 48 4.3 -2.7
FTAG First Trust Indxx Global Agriculture ETF 5.0 70 -13 8.2 +1.2
FTRI First Trust Indxx Global Natural Resources Income ETF 5.0 70 -13 7.6 +0.5
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 5.0 25 32 5.4 -1.7
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 5.0 15 42 7.5 +0.5
SPLV Invesco S&P 500 Low Volatility ETF 5.0 25 32 5.3 -1.7
XMVM Invesco S&P MidCap Value with Momentum ETF 4.9 39 18 9.6 +2.6
SYNB Putnam BioRevolution ETF 4.9 70 -13 2.9 -4.2
RTH VanEck Retail ETF 4.8 35 22 5.4 -1.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.8 18 39 7.7 +0.6
MILN Global X Millennial Consumer ETF 4.8 50 7 3.6 -3.4
ISHP First Trust Nasdaq Retail ETF 4.8 60 -3 5.4 -1.6
FPX First Trust US Equity Opportunities ETF 4.7 61 -4 1.0 -6.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.6 35 22 6.1 -1.0
OND ProShares On-Demand ETF 4.6 58 -1 0.7 -6.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 4.5 15 42 8.9 +1.9
SSPY Syntax Stratified LargeCap ETF 4.5 30 27 6.7 -0.4
SHUS Syntax Stratified U.S. Total Market Hedged ETF 4.5 65 -8 6.4 -0.7
MBCC Monarch Blue Chips Core ETF 4.5 125 -68 4.1 -3.0
HAP VanEck Natural Resources ETF 4.4 50 7 9.4 +2.3
IEDI iShares U.S. Consumer Focused ETF 4.4 18 39 5.3 -1.8
XLB Materials Select Sector SPDR Fund 4.4 8 49 6.3 -0.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.4 24 33 8.1 +1.0
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.3 35 22 4.2 -2.8
LSAF LeaderShares AlphaFactor US Core Equity ETF 4.3 75 -18 7.2 +0.1
IVEG iShares Emergent Food and AgTech Multisector ETF 4.3 47 10 9.2 +2.1
DIA SPDR Dow Jones Industrial Average ETF Trust 4.2 16 41 5.4 -1.6
LYLD Cambria Large Cap Shareholder Yield ETF 4.2 59 -2 9.4 +2.4
SIXS ETC 6 Meridian Small Cap Equity ETF 4.2 89 -32 9.6 +2.5
ACWV iShares MSCI Global Min Vol Factor ETF 4.2 20 37 6.2 -0.9
POWA Invesco Bloomberg Pricing Power ETF 4.2 40 17 5.3 -1.8
SPYA Twin Oak Endure ETF 4.1 80 -23 -2.1 -9.1
MAGA Point Bridge America First ETF 4.1 72 -15 5.7 -1.3
FMKT The Free Markets ETF 4.1 76 -19 1.6 -5.5
DJD Invesco Dow Jones Industrial Average Dividend ETF 4.1 7 50 7.4 +0.3
SIXL ETC 6 Meridian Low Beta Equity ETF 4.1 80 -23 6.1 -1.0
AFMC First Trust Active Factor Mid Cap ETF 4.0 65 -8 8.4 +1.3
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.0 58 -1 4.2 -2.8
QVAL Alpha Architect US Quantitative Value ETF 4.0 39 18 9.7 +2.7
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 4.0 60 -3 3.8 -3.2
BOUT Innovator IBD Breakout Opportunities ETF 4.0 81 -24 2.7 -4.3
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 4.0 75 -18 5.3 -1.7
VOE Vanguard Mid-Cap Value ETF 3.9 7 50 7.6 +0.5
SNPV Xtrackers S&P 500 Value ESG ETF 3.9 15 42 6.7 -0.3
QDIV Global X S&P 500 Quality Dividend ETF 3.9 20 37 8.6 +1.6
RSPM Invesco S&P 500 Equal Weight Materials ETF 3.8 40 17 7.6 +0.6
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.8 29 28 6.2 -0.9
SPMV Invesco S&P 500 Minimum Variance ETF 3.8 10 47 5.4 -1.7
QUVU Hartford Quality Value ETF 3.8 46 11 7.3 +0.2
OUSA ALPS O'Shares U.S. Quality Dividend ETF 3.8 48 9 6.0 -1.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 3.7 80 -23 7.7 +0.7
XMLV Invesco S&P MidCap Low Volatility ETF 3.7 25 32 7.5 +0.4
IYC iShares U.S. Consumer Discretionary ETF 3.7 40 17 3.7 -3.4
VAW Vanguard Materials ETF 3.6 9 48 6.0 -1.0
GVLU Gotham 1000 Value ETF 3.6 50 7 8.9 +1.8
ICAP InfraCap Equity Income Fund ETF 3.6 171 -114 6.2 -0.8
FDN First Trust Dow Jones Internet Index Fund 3.6 52 5 3.1 -4.0
FDND FT Vest Dow Jones Internet & Target Income ETF 3.6 75 -18 2.9 -4.1
JEPI JPMorgan Equity Premium Income ETF 3.6 35 22 5.6 -1.5
WOMN Impact Shares YWCA Women's Empowerment ETF 3.5 75 -18 5.3 -1.7
AUSF Global X Adaptive U.S. Factor ETF 3.5 27 30 8.7 +1.7
BGDV Bahl & Gaynor Dividend ETF 3.5 45 12 4.7 -2.3
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 3.5 30 27 13.0 +6.0
XSVM Invesco S&P SmallCap Value with Momentum ETF 3.4 36 21 10.4 +3.4
PY Principal Value ETF 3.4 15 42 7.1 +0.1
DVND Touchstone Dividend Select ETF 3.4 67 -10 5.6 -1.5
MVAL VanEck Morningstar Wide Moat Value ETF 3.4 49 8 6.5 -0.6
GRPM Invesco S&P MidCap 400 GARP ETF 3.4 35 22 7.5 +0.4
VO Vanguard Mid-Cap ETF 3.3 4 53 5.7 -1.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 3.3 18 39 5.8 -1.3
ROSC Hartford Multifactor Small Cap ETF 3.3 34 23 9.2 +2.1
EZM WisdomTree U.S. MidCap Fund 3.3 38 19 9.0 +1.9
TMDV ProShares Russell US Dividend Growers ETF 3.3 35 22 6.4 -0.6
RWJ Invesco S&P SmallCap 600 Revenue ETF 3.3 39 18 9.6 +2.5
ASLV Allspring Special Large Value ETF 3.3 35 22 6.4 -0.6
EDOW First Trust Dow 30 Equal Weight ETF 3.3 50 7 5.3 -1.7
HKND Humankind US Stock ETF 3.3 11 46 7.1 +0.1
CCNR ALPS CoreCommodity Natural Resources ETF 3.2 39 18 11.0 +4.0
TOGA Tremblant Global ETF 3.2 69 -12 1.8 -5.2
DIVL Madison Dividend Value ETF 3.2 65 -8 5.8 -1.3
IBUY Amplify Online Retail ETF 3.2 65 -8 0.9 -6.2
VAMO Cambria Value & Momentum ETF 3.2 61 -4 5.8 -1.3
QGRO American Century U.S. Quality Growth ETF 3.2 29 28 3.5 -3.5
FTWO Strive FAANG 2.0 ETF 3.2 49 8 4.3 -2.7
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.2 70 -13 4.7 -2.3
ONEO SPDR Russell 1000 Momentum Focus ETF 3.2 20 37 6.9 -0.1
DIVS SmartETFs Dividend Builder ETF 3.2 65 -8 5.0 -2.0
FBCV Fidelity Blue Chip Value ETF 3.1 59 -2 7.4 +0.3
FMAT Fidelity MSCI Materials Index ETF 3.1 8 49 6.0 -1.0
BEEX BeeHive ETF 3.1 84 -27 4.3 -2.7
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.1 35 22 5.3 -1.8
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.1 15 42 7.5 +0.4
NANR SPDR S&P North American Natural Resources ETF 3.1 35 22 7.9 +0.8
VSDA VictoryShares Dividend Accelerator ETF 3.1 35 22 7.0 -0.0
FDLS Inspire Fidelis Multi Factor ETF 3.1 76 -19 5.1 -2.0
NULV Nuveen ESG Large-Cap Value ETF 3.0 26 31 6.3 -0.8
DON WisdomTree U.S. MidCap Dividend Fund 3.0 38 19 8.7 +1.7
PWB Invesco Large Cap Growth ETF 3.0 56 1 3.1 -3.9
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 3.0 60 -3 6.1 -1.0
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.0 30 27 8.2 +1.2
RZG Invesco S&P Smallcap 600 Pure Growth ETF 3.0 35 22 4.0 -3.0
ABEQ Absolute Select Value ETF 3.0 85 -28 4.7 -2.4
DSTL Distillate US Fundamental Stability & Value ETF 2.9 39 18 8.2 +1.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 2.9 38 19 6.2 -0.8
IMCV iShares Morningstar Mid-Cap Value ETF 2.9 6 51 8.0 +1.0
SDY SPDR S&P Dividend ETF 2.9 35 22 6.6 -0.5
USMF WisdomTree U.S. Multifactor Fund 2.9 28 29 7.0 -0.1
WBIY WBI Power Factor High Dividend ETF 2.9 100 -43 14.7 +7.7
DEUS Xtrackers Russell US Multifactor ETF 2.9 17 40 7.0 -0.1
RFV Invesco S&P Midcap 400 Pure Value ETF 2.9 35 22 12.9 +5.9
JPEF JPMorgan Equity Focus ETF 2.8 50 7 4.3 -2.8
BUL Pacer US Cash Cows Growth ETF 2.8 60 -3 6.6 -0.5
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.8 35 22 7.1 +0.1
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 2.8 65 -8 4.6 -2.5
CFA VictoryShares US 500 Volatility Wtd ETF 2.8 35 22 5.9 -1.2
WDNA WisdomTree BioRevolution Fund 2.8 45 12 -1.4 -8.5
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.8 20 37 6.2 -0.8
PWV Invesco Large Cap Value ETF 2.8 55 2 7.0 -0.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.8 40 17 5.8 -1.2
RZV Invesco S&P Smallcap 600 Pure Value ETF 2.8 35 22 10.0 +2.9
MAVF Matrix Advisors Value ETF 2.8 75 -18 5.7 -1.4
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 2.8 5 52 7.9 +0.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.8 4 53 6.1 -0.9
FQAL Fidelity Quality Factor ETF 2.8 15 42 5.6 -1.4
DGRW WisdomTree US Quality Dividend Growth Fund 2.8 28 29 5.4 -1.6
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.7 49 8 4.7 -2.4
XSMO Invesco S&P SmallCap Momentum ETF 2.7 39 18 5.5 -1.5
ONEV SPDR Russell 1000 Low Volatility Focus ETF 2.7 20 37 7.6 +0.5
DIVG Invesco S&P 500 High Dividend Growers ETF 2.7 39 18 8.3 +1.3
EQAL Invesco Russell 1000 Equal Weight ETF 2.7 20 37 6.8 -0.3
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 2.7 49 8 4.5 -2.6
CCFE Concourse Capital Focused Equity ETF 2.7 95 -38 1.6 -5.4
MOTE VanEck Morningstar ESG Moat ETF 2.6 49 8 6.0 -1.0
HELX Franklin Genomic Advancements ETF 2.6 50 7 -0.2 -7.3
ABFL Abacus FCF Leaders ETF 2.6 59 -2 5.3 -1.8
USVM VictoryShares US Small Mid Cap Value Momentum ETF 2.6 25 32 7.8 +0.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.6 29 28 6.4 -0.6
ACVF American Conservative Values ETF 2.6 75 -18 4.3 -2.7
IMCB iShares Morningstar Mid-Cap ETF 2.6 4 53 6.0 -1.0
XMHQ Invesco S&P MidCap Quality ETF 2.6 25 32 6.5 -0.6
SAMT Strategas Macro Thematic Opportunities ETF 2.6 65 -8 2.8 -4.3
EQRR ProShares Equities for Rising Rates ETF 2.6 35 22 8.0 +0.9
SPYD SPDR Portfolio S&P 500 High Dividend ETF 2.6 7 50 9.8 +2.7
SPGP Invesco S&P 500 GARP ETF 2.6 34 23 6.4 -0.6
YOKE Yoke Core ETF 2.6 42 15 4.4 -2.7
VICE AdvisorShares Vice ETF 2.6 99 -42 6.0 -1.1
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 2.5 57 0 3.8 -3.2
VOT Vanguard Mid-Cap Growth ETF 2.5 7 50 3.5 -3.5
HLGE Hartford Longevity Economy ETF 2.5 44 13 -0.4 -7.4
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.5 49 8 3.8 -3.3
CVAR Cultivar ETF 2.5 87 -30 6.8 -0.3
PDP Invesco Dorsey Wright Momentum ETF 2.5 62 -5 3.9 -3.2
RJMG FT Raymond James Multicap Growth Equity ETF 2.5 85 -28 2.0 -5.0
DGRO iShares Core Dividend Growth ETF 2.5 8 49 6.5 -0.5
DIVB iShares Core Dividend ETF 2.5 5 52 8.0 +1.0
RWL Invesco S&P 500 Revenue ETF 2.5 39 18 6.8 -0.2
SRHQ SRH U.S. Quality ETF 2.5 35 22 7.6 +0.5
FCTE SMI 3Fourteen Full-Cycle Trend ETF 2.5 85 -28 8.6 +1.6
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 2.5 15 42 5.7 -1.3
MOAT VanEck Morningstar Wide Moat ETF 2.5 46 11 5.7 -1.4
GRNY Fundstrat Granny Shots US Large Cap ETF 2.5 75 -18 2.6 -4.5
RSP Invesco S&P 500 Equal Weight ETF 2.5 20 37 6.5 -0.5
BRIF FIS Bright Portfolios Focused Equity ETF 2.4 65 -8 4.9 -2.2
CGDV Capital Group Dividend Value ETF 2.4 33 24 4.5 -2.5
VLUE iShares MSCI USA Value Factor ETF 2.4 15 42 9.5 +2.5
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.4 15 42 6.0 -1.1
LQPE PEO AlphaQuest Thematic PE ETF 2.4 125 -68 5.3 -1.8
FTC First Trust Large Cap Growth AlphaDEX Fund 2.4 59 -2 2.7 -4.3
AVUV Avantis U.S. Small Cap Value ETF 2.4 25 32 9.7 +2.6
VYM Vanguard High Dividend Yield Index ETF 2.4 6 51 7.0 -0.0
PNQI Invesco NASDAQ Internet ETF 2.4 60 -3 3.3 -3.7
FLOW Global X U.S. Cash Flow Kings 100 ETF 2.4 25 32 11.1 +4.0
GNR SPDR S&P Global Natural Resources ETF 2.4 40 17 11.0 +3.9
SIZE iShares MSCI USA Size Factor ETF 2.4 15 42 6.0 -1.0
COWS Amplify Cash Flow Dividend Leaders ETF 2.4 0 57 11.8 +4.7
DFLV Dimensional US Large Cap Value ETF 2.4 22 35 7.7 +0.7
EUSA iShares MSCI USA Equal Weighted ETF 2.4 9 48 6.1 -1.0
VFMF Vanguard U.S. Multifactor ETF 2.4 18 39 7.9 +0.8
AFSM First Trust Active Factor Small Cap ETF 2.3 75 -18 7.6 +0.5
IVRA Invesco Real Assets ESG ETF 2.3 59 -2 6.3 -0.8
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.3 35 22 9.3 +2.3
AIEQ AI Powered Equity ETF 2.3 75 -18 3.7 -3.4
JGLO JPMorgan Global Select Equity ETF 2.3 33 24 4.9 -2.1
DLN WisdomTree U.S. LargeCap Dividend Fund 2.3 28 29 5.9 -1.1
DTD WisdomTree U.S. Total Dividend Fund 2.3 28 29 6.3 -0.8
QUS SPDR MSCI USA StrategicFactors ETF 2.3 15 42 5.7 -1.4
QLV FlexShares US Quality Low Volatility Index Fund 2.3 22 35 5.6 -1.5
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.3 65 -8 3.6 -3.5
IMCG iShares Morningstar Mid-Cap Growth ETF 2.3 6 51 3.9 -3.1
SPHQ Invesco S&P 500 Quality ETF 2.2 15 42 5.5 -1.6
GURU Global X Guru Index ETF 2.2 75 -18 3.0 -4.0
GVUS Marketbeta Russell 1000 Value Equity ETF 2.2 12 45 6.5 -0.5
ABOT Abacus FCF Innovation Leaders ETF 2.2 69 -12 4.7 -2.4
VOOV Vanguard S&P 500 Value ETF 2.2 7 50 6.3 -0.8
IVE iShares S&P 500 Value ETF 2.2 18 39 6.1 -0.9
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 2.2 12 45 5.7 -1.3
SPYV SPDR Portfolio S&P 500 Value ETF 2.2 4 53 6.3 -0.8
IUSV iShares Core S&P US Value ETF 2.2 4 53 6.4 -0.7
ULVM VictoryShares US Value Momentum ETF 2.2 20 37 7.3 +0.2
TXS Texas Capital Texas Equity Index ETF 2.2 49 8 5.6 -1.4
TPHD Timothy Plan High Dividend Stock ETF 2.2 52 5 7.0 -0.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 2.2 54 3 7.0 -0.1
ROUS Hartford Multifactor US Equity ETF 2.2 19 38 7.0 -0.0
SCHV Schwab U.S. Large-Cap Value ETF 2.2 4 53 6.7 -0.4
FTGS First Trust Growth Strength ETF 2.2 60 -3 5.0 -2.1
STXV Strive 1000 Value ETF 2.2 18 39 8.0 +0.9
SYLD Cambria Shareholder Yield ETF 2.2 59 -2 11.6 +4.5
IWS iShares Russell Mid-Cap Value ETF 2.2 23 34 6.7 -0.4
ONEY SPDR Russell 1000 Yield Focus ETF 2.2 20 37 9.4 +2.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.2 15 42 7.2 +0.2
FTCS First Trust Capital Strength ETF 2.2 55 2 5.8 -1.2
HDV iShares Core High Dividend ETF 2.2 8 49 7.2 +0.1
FVD First Trust Value Line Dividend Index Fund 2.2 65 -8 6.2 -0.8
OALC OneAscent Large Cap Core ETF 2.2 86 -29 4.1 -3.0
IUS Invesco RAFI Strategic US ETF 2.1 19 38 6.9 -0.2
FLV American Century Focused Large Cap Value ETF 2.1 42 15 6.5 -0.6
FUNL CornerCap Fundametrics Large-Cap ETF 2.1 50 7 7.2 +0.1
IJJ iShares S&P Mid-Cap 400 Value ETF 2.1 18 39 8.6 +1.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 2.1 35 22 7.7 +0.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 2.1 38 19 7.7 +0.6
AZTD Aztlan Global Stock Selection DM SMID ETF 2.1 75 -18 7.4 +0.3
EQIN Columbia US Equity Income ETF 2.1 35 22 6.9 -0.2
MDYV SPDR S&P 400 Mid Cap Value ETF 2.1 15 42 8.7 +1.6
KONG Formidable Fortress ETF 2.1 89 -32 6.0 -1.0
XJH iShares ESG Screened S&P Mid-Cap ETF 2.1 12 45 7.0 -0.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.1 10 47 8.8 +1.8
FELV Fidelity Enhanced Large Cap Value ETF 2.1 18 39 6.7 -0.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.1 9 48 6.1 -1.0
GQI Natixis Gateway Quality Income ETF 2.0 34 23 5.0 -2.0
MXI iShares Global Materials ETF 2.0 41 16 7.6 +0.5
FLDZ RiverNorth Patriot ETF 2.0 75 -18 6.1 -1.0
FEX First Trust Large Cap Core AlphaDEX Fund 2.0 59 -2 5.8 -1.2
SDOG ALPS Sector Dividend Dogs ETF 2.0 36 21 9.4 +2.3
JAVA JPMorgan Active Value ETF 2.0 44 13 6.4 -0.7
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.0 15 42 7.9 +0.8
NULC Nuveen ESG Large-Cap ETF 2.0 21 36 4.6 -2.4
USRD Themes US R&D Champions ETF 2.0 29 28 4.5 -2.5
VIG Vanguard Dividend Appreciation ETF 2.0 5 52 5.6 -1.5
IWR iShares Russell Midcap ETF 2.0 19 38 5.7 -1.3
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 2.0 60 -3 9.0 +2.0
JGRW Jensen Quality Growth ETF 2.0 57 0 4.5 -2.6
EMOT First Trust S&P 500 Economic Moat ETF 2.0 60 -3 7.9 +0.9
SPVU Invesco S&P 500 Enhanced Value ETF 2.0 13 44 10.0 +3.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.0 9 48 4.9 -2.2
QLTY GMO U.S. Quality ETF 2.0 50 7 4.7 -2.3
TAX Cambria Tax Aware ETF 1.9 49 8 5.0 -2.0
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.9 52 5 5.5 -1.5
MDY SPDR S&P Midcap 400 ETF Trust 1.9 24 33 7.1 +0.1
BLCV iShares Large Cap Value Active ETF 1.9 53 4 7.3 +0.2
IJH iShares Core S&P Mid-Cap ETF 1.9 5 52 7.3 +0.2
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.9 60 -3 7.4 +0.3
STXM Strive Mid-Cap ETF 1.9 18 39 6.1 -0.9
FSCS First Trust SMID Capital Strength ETF 1.9 60 -3 7.0 -0.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.9 58 -1 5.4 -1.6
STXD Strive 1000 Dividend Growth ETF 1.9 35 22 4.8 -2.2
AVIE Avantis  Inflation Focused Equity ETF 1.9 25 32 7.3 +0.3
EQWL Invesco S&P 100 Equal Weight ETF 1.9 25 32 6.2 -0.8
DSMC Distillate Small/Mid Cash Flow ETF 1.9 55 2 11.7 +4.7
TMFX Motley Fool Next Index ETF 1.9 50 7 2.6 -4.5
DFAT Dimensional U.S. Targeted Value ETF 1.9 28 29 9.2 +2.1
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.9 30 27 8.9 +1.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.9 10 47 4.9 -2.1
WLDR Affinity World Leaders Equity ETF 1.9 67 -10 7.5 +0.5
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.9 56 1 6.1 -1.0
IWD iShares Russell 1000 Value ETF 1.9 19 38 6.4 -0.7
DFUV Dimensional US Marketwide Value ETF 1.9 22 35 7.5 +0.4
INCE Franklin Income Equity Focus ETF 1.9 29 28 5.5 -1.5
SAGP Strategas Global Policy Opportunities ETF 1.9 65 -8 5.4 -1.7
FESM Fidelity Enhanced Small Cap ETF 1.9 28 29 7.2 +0.2
CALF Pacer US Small Cap Cash Cows 100 ETF 1.9 59 -2 10.7 +3.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.9 60 -3 3.9 -3.1
IVOO Vanguard S&P Mid-Cap 400 ETF 1.9 7 50 7.4 +0.3
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.9 3 54 7.3 +0.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.9 60 -3 4.8 -2.2
SPDV AAM S&P 500 High Dividend Value ETF 1.9 29 28 10.5 +3.4
BFOR ALPS Barron's 400 ETF 1.9 65 -8 5.9 -1.1
JHMM John Hancock Multifactor Mid Cap ETF 1.8 42 15 6.3 -0.7
SMLF iShares U.S. SmallCap Equity Factor ETF 1.8 15 42 5.9 -1.2
YALL God Bless America ETF 1.8 65 -8 3.6 -3.4
EBI Longview Advantage ETF 1.8 35 22 6.5 -0.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.8 29 28 8.2 +1.2
FNDX Schwab Fundamental US Large Co. Index ETF 1.8 25 32 7.2 +0.1
VFVA Vanguard U.S. Value Factor ETF 1.8 13 44 10.8 +3.7
VLU SPDR S&P 1500 Value Tilt ETF 1.8 12 45 7.4 +0.3
BSVO EA Bridgeway Omni Small-Cap Value ETF 1.8 47 10 8.9 +1.8
AVMC Avantis U.S. Mid Cap Equity ETF 1.8 18 39 6.8 -0.2
VONV Vanguard Russell 1000 Value ETF 1.8 7 50 6.5 -0.5
FNDB Schwab Fundamental US Broad Market Index ETF 1.8 25 32 7.2 +0.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.8 29 28 4.4 -2.6
XMAG Defiance Large Cap ex-Mag 7 ETF 1.8 35 22 5.1 -1.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.8 25 32 5.9 -1.2
XSHQ Invesco S&P SmallCap Quality ETF 1.8 29 28 7.1 +0.0
AFLG First Trust Active Factor Large Cap ETF 1.8 55 2 6.3 -0.8
IJK iShares S&P Mid-Cap 400 Growth ETF 1.8 17 40 5.8 -1.2
IWX iShares Russell Top 200 Value ETF 1.8 20 37 6.2 -0.8
PFM Invesco Dividend Achievers ETF 1.8 53 4 5.3 -1.8
GINX SGI Enhanced Global Income ETF 1.7 98 -41 7.1 +0.0
FXL First Trust Technology AlphaDEX Fund 1.7 61 -4 5.4 -1.7
FYT First Trust Small Cap Value AlphaDEX Fund 1.7 73 -16 10.5 +3.4
GOP Unusual Whales Subversive Republican Trading ETF 1.7 50 7 5.5 -1.5
ITAN Sparkline Intangible Value ETF 1.7 50 7 6.6 -0.5
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.7 60 -3 7.6 +0.5
SURE AdvisorShares Insiders Advantage ETF 1.7 90 -33 9.5 +2.4
SCHM Schwab U.S. Mid-Cap ETF 1.7 4 53 6.6 -0.5
SPXT ProShares S&P 500 Ex-Technology ETF 1.7 9 48 5.5 -1.5
PRF Invesco FTSE RAFI US 1000 ETF 1.7 39 18 6.8 -0.3
JQUA JPMorgan U.S. Quality Factor ETF 1.7 12 45 5.8 -1.2
JGRO JPMorgan Active Growth ETF 1.7 44 13 3.4 -3.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.7 9 48 5.2 -1.9
MDLV Morgan Dempsey Large Cap Value ETF 1.7 58 -1 7.4 +0.4
OGIG ALPS O'Shares Global Internet Giants ETF 1.7 48 9 1.6 -5.5
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.7 15 42 5.8 -1.2
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.7 10 47 6.0 -1.1
AVMV Avantis U.S. Mid Cap Value ETF 1.7 20 37 8.6 +1.5
TOLL Tema Monopolies and Oligopolies ETF 1.7 75 -18 5.1 -1.9
DFSU Dimensional US Sustainability Core 1 ETF 1.7 18 39 5.3 -1.7
DSPY Tema S&P 500 Historical Weight ETF 1.7 18 39 5.1 -1.9
QQQ Invesco QQQ Trust Series I 1.7 20 37 4.1 -3.0
QQQM Invesco NASDAQ 100 ETF 1.7 15 42 4.1 -2.9
DFSV Dimensional US Small Cap Value ETF 1.7 31 26 9.9 +2.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.7 10 47 5.1 -1.9
FVAL Fidelity Value Factor ETF 1.7 15 42 6.8 -0.2
JHML John Hancock Multifactor Large Cap ETF 1.6 29 28 5.3 -1.7
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.6 49 8 3.8 -3.3
QWLD SPDR MSCI World StrategicFactors ETF 1.6 30 27 5.9 -1.1
RPG Invesco S&P 500 Pure Growth ETF 1.6 35 22 3.2 -3.9
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.6 35 22 7.1 +0.1
LCF Touchstone US Large Cap Focused ETF 1.6 69 -12 4.2 -2.9
VFQY Vanguard U.S. Quality Factor ETF 1.6 13 44 6.3 -0.7
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 1.6 15 42 6.6 -0.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.6 64 -7 2.2 -4.8
EVUS iShares ESG Aware MSCI USA Value ETF 1.6 18 39 6.5 -0.6
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.6 50 7 8.1 +1.1
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 1.6 49 8 5.8 -1.2
RNIN Bushido Capital US SMID Cap Equity ETF 1.6 70 -13 10.3 +3.2
TBG TBG Dividend Focus ETF 1.6 59 -2 7.8 +0.8
FFOG Franklin Focused Growth ETF 1.6 61 -4 2.4 -4.7
RND First Trust Bloomberg R&D Leaders ETF 1.6 60 -3 3.6 -3.4
DCOR Dimensional US Core Equity 1 ETF 1.6 14 43 5.3 -1.7
PRXV Praxis Impact Large Cap Value ETF 1.6 36 21 6.5 -0.6
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.6 20 37 5.5 -1.5
SXQG ETC 6 Meridian Quality Growth ETF 1.6 100 -43 4.6 -2.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.6 15 42 4.6 -2.4
FDLO Fidelity Low Volatility Factor ETF 1.6 15 42 5.4 -1.7
DSI iShares MSCI KLD 400 Social ETF 1.5 25 32 4.8 -2.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.5 19 38 6.3 -0.7
FSMD Fidelity Small-Mid Multifactor ETF 1.5 15 42 7.0 -0.1
MODL VictoryShares WestEnd U.S. Sector ETF 1.5 42 15 4.6 -2.5
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.5 15 42 4.7 -2.3
SNPE Xtrackers S&P 500 ESG ETF 1.5 10 47 5.1 -2.0
ILCV iShares Morningstar Value ETF 1.5 4 53 6.4 -0.6
DXUV Dimensional US Vector Equity ETF 1.5 28 29 6.2 -0.9
VFMO Vanguard U.S. Momentum Factor ETF 1.5 13 44 3.0 -4.1
PSC Principal U.S. Small-Cap ETF 1.5 38 19 6.8 -0.3
THRO iShares U.S. Thematic Rotation Active ETF 1.5 90 -33 4.0 -3.1
VBR Vanguard Small Cap Value ETF 1.5 7 50 9.1 +2.0
AVLV Avantis U.S. Large Cap Value ETF 1.5 15 42 7.7 +0.7
SMCF Themes US Small Cap Cash Flow Champions ETF 1.5 29 28 11.9 +4.8
PEY Invesco High Yield Equity Dividend Achievers ETF 1.5 52 5 10.1 +3.0
FAB First Trust Multi Cap Value AlphaDEX Fund 1.5 67 -10 9.8 +2.7
ADME Aptus Drawdown Managed Equity ETF 1.5 79 -22 4.1 -3.0
DFAC Dimensional U.S. Core Equity 2 ETF 1.5 17 40 5.5 -1.6
FTA First Trust Large Cap Value AlphaDEX Fund 1.5 59 -2 8.9 +1.8
VFMV Vanguard U.S. Minimum Volatility ETF 1.5 13 44 5.7 -1.4
PRAY FIS Christian Stock Fund 1.5 69 -12 5.1 -2.0
FNDA Schwab Fundamental US Small Co. Index ETF 1.5 25 32 8.2 +1.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.4 24 33 7.7 +0.6
SUSL iShares ESG MSCI USA Leaders ETF 1.4 10 47 4.9 -2.1
SGLC SGI U.S. Large Cap Core ETF 1.4 85 -28 4.0 -3.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.4 7 50 6.0 -1.1
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.4 79 -22 4.5 -2.6
DUHP Dimensional US High Profitability ETF 1.4 21 36 6.3 -0.8
ESGV Vanguard ESG U.S. Stock ETF 1.4 9 48 4.7 -2.4
JMOM JPMorgan U.S. Momentum Factor ETF 1.4 12 45 4.5 -2.5
SPXN ProShares S&P 500 Ex-Financials ETF 1.4 9 48 4.9 -2.2
NULG Nuveen ESG Large-Cap Growth ETF 1.4 26 31 3.3 -3.8
FDRR Fidelity Dividend ETF for Rising Rates 1.4 15 42 7.0 -0.1
FLRG Fidelity U.S. Multifactor ETF 1.4 15 42 6.9 -0.1
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.4 35 22 9.0 +2.0
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.4 75 -18 3.1 -4.0
IWP iShares Russell Mid-Cap Growth ETF 1.4 23 34 3.4 -3.7
TTAC FCF US Quality ETF 1.4 59 -2 6.2 -0.8
PTL Inspire 500 ETF 1.4 9 48 5.2 -1.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.3 10 47 4.3 -2.7
CCMG CCM Global Equity ETF 1.3 34 23 8.4 +1.4
FNK First Trust Mid Cap Value AlphaDEX Fund 1.3 70 -13 10.8 +3.8
XVV iShares ESG Screened S&P 500 ETF 1.3 8 49 4.8 -2.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.3 25 32 5.6 -1.4
JVAL JPMorgan U.S. Value Factor ETF 1.3 12 45 8.1 +1.0
QLC FlexShares US Quality Large Cap Index Fund 1.3 25 32 5.4 -1.7
SPXV ProShares S&P 500 Ex-Health Care ETF 1.3 9 48 4.6 -2.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.3 8 49 4.9 -2.1
LRGF iShares U.S. Equity Factor ETF 1.3 8 49 5.4 -1.7
EPS WisdomTree U.S. LargeCap Fund 1.3 8 49 5.7 -1.4
RFFC ALPS Active Equity Opportunity ETF 1.3 48 9 4.4 -2.7
QQMG Invesco ESG NASDAQ 100 ETF 1.3 20 37 4.1 -2.9
DFAU Dimensional US Core Equity Market ETF 1.3 12 45 5.0 -2.1
VSLU Applied Finance Valuation Large Cap ETF 1.3 49 8 5.6 -1.5
TOV JLens 500 Jewish Advocacy U.S. ETF 1.3 18 39 4.6 -2.5
KLMN Invesco MSCI North America Climate ETF 1.3 9 48 4.9 -2.1
LRGE ClearBridge Large Cap Growth ESG ETF 1.3 59 -2 3.9 -3.2
DUSA Davis Select U.S. Equity ETF 1.3 61 -4 7.3 +0.3
DFNV Donoghue Forlines Innovation ETF 1.3 69 -12 4.6 -2.4
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.3 49 8 9.4 +2.3
VB Vanguard Small-Cap ETF 1.3 5 52 6.1 -0.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.3 7 50 4.8 -2.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.3 11 46 4.9 -2.2
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.3 12 45 4.5 -2.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.3 2 55 4.9 -2.2
DFAS Dimensional U.S. Small Cap ETF 1.3 26 31 6.3 -0.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.3 20 37 4.7 -2.4
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.3 52 5 6.2 -0.8
SHRY First Trust Bloomberg Shareholder Yield ETF 1.3 60 -3 8.0 +0.9
CATH Global X S&P 500 Catholic Values Custom ETF 1.3 29 28 4.6 -2.4
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.3 43 14 6.1 -1.0
VOTE TCW Transform 500 ETF 1.3 5 52 4.8 -2.2
SCHX Schwab U.S. Large-Cap ETF 1.2 3 54 4.9 -2.1
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.2 48 9 8.1 +1.1
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.2 59 -2 6.1 -1.0
DFUS Dimensional U.S. Equity ETF 1.2 9 48 4.8 -2.3
SQLV Royce Quant Small-Cap Quality Value ETF 1.2 60 -3 9.2 +2.1
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.2 3 54 5.1 -1.9
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.2 60 -3 5.3 -1.8
PBW Invesco WilderHill Clean Energy ETF 1.2 66 -9 -3.7 -10.7
ILCB iShares Morningstar U.S. Equity ETF 1.2 3 54 4.8 -2.3
IVV iShares Core S&P 500 ETF 1.2 3 54 4.9 -2.1
SPY SPDR S&P 500 ETF Trust 1.2 9 48 4.9 -2.2
SPLG SPDR Portfolio S&P 500 ETF 1.2 2 55 4.9 -2.1
VONE Vanguard Russell 1000 ETF 1.2 7 50 4.9 -2.2
VOO Vanguard S&P 500 ETF 1.2 3 54 5.0 -2.1
IWB iShares Russell 1000 ETF 1.2 15 42 4.8 -2.2
PBUS Invesco MSCI USA ETF 1.2 4 53 4.8 -2.2
SPXE ProShares S&P 500 Ex-Energy ETF 1.2 9 48 4.8 -2.3
BKLC BNY Mellon US Large Cap Core Equity ETF 1.2 0 57 4.9 -2.2
SCHK Schwab 1000 Index ETF 1.2 5 52 5.0 -2.1
IYY iShares Dow Jones U.S. ETF 1.2 20 37 4.8 -2.3
TPSC Timothy Plan US Small Cap Core ETF 1.2 52 5 6.7 -0.3
OPTZ Optimize Strategy Index ETF 1.2 50 7 4.6 -2.5
NUSC Nuveen ESG Small-Cap ETF 1.2 31 26 5.3 -1.7
VUG Vanguard Growth ETF 1.2 4 53 4.0 -3.1
STRV Strive 500 ETF 1.2 5 52 4.8 -2.3
VTV Vanguard Value ETF 1.2 4 53 6.9 -0.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.2 3 54 4.9 -2.2
IWV iShares Russell 3000 ETF 1.2 20 37 4.7 -2.3
CGGR Capital Group Growth ETF 1.2 39 18 3.1 -3.9
AVSU Avantis Responsible U.S. Equity ETF 1.2 15 42 6.0 -1.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.2 32 25 4.9 -2.1
VTHR Vanguard Russell 3000 ETF 1.2 7 50 4.8 -2.2
SCHB Schwab U.S. Broad Market ETF 1.2 3 54 5.0 -2.1
VTI Vanguard Total Stock Market ETF 1.2 3 54 4.9 -2.2
APUE ActivePassive U.S. Equity ETF 1.2 45 12 4.6 -2.5
GLBL Pacer MSCI World Industry Advantage ETF 1.2 65 -8 4.1 -2.9
VV Vanguard Large-Cap ETF 1.2 4 53 4.8 -2.2
ISCV iShares Morningstar Small Cap Value ETF 1.2 6 51 9.2 +2.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.2 7 50 5.1 -2.0
FYX First Trust Small Cap Core AlphaDEX Fund 1.2 61 -4 5.9 -1.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.2 35 22 7.7 +0.6
ARKW ARK Next Generation Internet ETF 1.2 87 -30 -0.3 -7.4
ARKF ARK Fintech Innovation ETF 1.2 75 -18 -0.4 -7.5
CGDG Capital Group Dividend Growers ETF 1.2 47 10 6.3 -0.8
FNX First Trust Mid Cap Core AlphaDEX Fund 1.1 60 -3 7.3 +0.2
ZECP Zacks Earnings Consistent Portfolio ETF 1.1 55 2 4.8 -2.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.1 17 40 5.7 -1.4
SFY SoFi Select 500 ETF 1.1 0 57 4.4 -2.6
AVUS Avantis U.S. Equity ETF 1.1 15 42 5.7 -1.3
AVSC Avantis U.S Small Cap Equity ETF 1.1 25 32 5.5 -1.5
RVRB Reverb ETF 1.1 30 27 4.5 -2.5
MOTG VanEck Morningstar Global Wide Moat ETF 1.1 52 5 7.7 +0.7
PRXG Praxis Impact Large Cap Growth ETF 1.1 36 21 3.6 -3.4
MGK Vanguard Mega Cap Growth ETF 1.1 7 50 4.1 -3.0
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.1 10 47 4.3 -2.8
ONEQ Fidelity Nasdaq Composite Index ETF 1.1 21 36 3.7 -3.4
AESR Anfield U.S. Equity Sector Rotation ETF 1.1 108 -51 3.1 -4.0
RECS Columbia Research Enhanced Core ETF 1.1 15 42 5.6 -1.4
DGT SPDR Global Dow ETF 1.1 50 7 7.0 -0.0
CVY Invesco Zacks Multi-Asset Income ETF 1.1 106 -49 12.2 +5.2
COPY Tweedy, Browne Insider + Value ETF 1.1 80 -23 11.8 +4.7
DFVX Dimensional US Large Cap Vector ETF 1.1 22 35 6.2 -0.8
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.1 49 8 11.2 +4.2
ESGU iShares ESG Aware MSCI USA ETF 1.1 15 42 4.7 -2.4
RCGE RockCreek Global Equality ETF 1.1 95 -38 6.7 -0.4
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 1.1 39 18 3.6 -3.4
IJT iShares S&P Small-Cap 600 Growth ETF 1.0 18 39 5.4 -1.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.0 20 37 6.4 -0.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.0 30 27 6.6 -0.5
PSET Principal Quality ETF 1.0 15 42 5.3 -1.8
QDEF FlexShares Quality Dividend Defensive Index Fund 1.0 37 20 6.0 -1.1
IWL iShares Russell Top 200 ETF 1.0 15 42 4.6 -2.4
GLOF iShares Global Equity Factor ETF 1.0 20 37 6.5 -0.6
MGRO VanEck Morningstar Wide Moat Growth ETF 1.0 49 8 4.5 -2.5
VBK Vanguard Small-Cap Growth ETF 1.0 7 50 1.9 -5.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.0 39 18 5.3 -1.7
ESIX SPDR S&P SmallCap 600 ESG ETF 1.0 12 45 7.9 +0.8
SLYG SPDR S&P 600 Small Cap Growth ETF 1.0 15 42 5.5 -1.6
KOKU Xtrackers MSCI Kokusai Equity ETF 1.0 9 48 5.2 -1.9
CHGX AXS Change Finance ESG ETF 1.0 49 8 4.8 -2.3
JSTC Adasina Social Justice All Cap Global ETF 1.0 89 -32 4.8 -2.3
QVML Invesco S&P 500 QVM Multi-factor ETF 1.0 11 46 5.1 -1.9
RNMC First Trust Mid Cap US Equity Select ETF 1.0 60 -3 6.4 -0.7
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.0 19 38 5.3 -1.8
ARKQ ARK Autonomous Technology & Robotics ETF 1.0 75 -18 0.5 -6.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.0 10 47 5.6 -1.5
MGMT Ballast Small/Mid Cap ETF 1.0 110 -53 8.1 +1.1
FMDE Fidelity Enhanced Mid Cap ETF 1.0 23 34 5.7 -1.3
ILCG iShares Morningstar Growth ETF 1.0 4 53 3.6 -3.4
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.0 12 45 7.2 +0.2
ROE Astoria US Quality Kings ETF 1.0 49 8 6.5 -0.5
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.0 15 42 4.9 -2.2
FFND Future Fund Active ETF 1.0 100 -43 4.2 -2.8
SFYX SoFi Next 500 ETF 1.0 0 57 5.7 -1.3
LCLG Logan Capital Broad Innovative Growth ETF 1.0 99 -42 3.9 -3.1
USCF Themes US Cash Flow Champions ETF 1.0 29 28 8.6 +1.6
DEEP Roundhill Acquirers Deep Value ETF 1.0 80 -23 17.0 +10.0
VALQ American Century U.S. Quality Value ETF 1.0 29 28 7.7 +0.6
FFLC Fidelity Fundamental Large Cap Core ETF 1.0 38 19 4.5 -2.5
DWLD Davis Select Worldwide ETF 1.0 63 -6 7.2 +0.1
SPHB Invesco S&P 500 High Beta ETF 0.9 25 32 4.6 -2.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.9 70 -13 2.8 -4.2
ALTL Pacer Lunt Large Cap Alternator ETF 0.9 60 -3 4.2 -2.8
VUSE Vident U.S. Equity Strategy ETF 0.9 50 7 4.5 -2.5
TOK iShares MSCI Kokusai ETF 0.9 26 31 5.0 -2.0
USXF iShares ESG Advanced MSCI USA ETF 0.9 10 47 4.5 -2.5
WTV WisdomTree US Value Fund of Benef Interest 0.9 12 45 8.9 +1.8
PEXL Pacer US Export Leaders ETF 0.9 60 -3 4.5 -2.5
FDG American Century Focused Dynamic Growth ETF 0.9 45 12 1.9 -5.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.9 75 -18 4.0 -3.1
KLMT Invesco MSCI Global Climate 500 ETF 0.9 10 47 5.7 -1.3
VXF Vanguard Extended Market ETF 0.9 5 52 4.7 -2.4
FFOX FundX Future Fund Opportunities ETF 0.9 100 -43 4.2 -2.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.9 15 42 7.7 +0.7
RAYD Rayliant Quantitative Developed Market Equity ETF 0.9 80 -23 4.4 -2.6
REVS Columbia Research Enhanced Value ETF 0.9 19 38 7.5 +0.5
XSLV Invesco S&P SmallCap Low Volatility ETF 0.9 25 32 7.4 +0.3
HLAL Wahed FTSE USA Shariah ETF 0.9 50 7 4.7 -2.3
SVAL iShares US Small Cap Value Factor ETF 0.9 20 37 10.2 +3.1
URTH iShares MSCI World ETF 0.9 24 33 5.1 -2.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.9 45 12 4.4 -2.6
LGRO Level Four Large Cap Growth Active ETF 0.9 55 2 3.7 -3.4
STXG Strive 1000 Growth ETF 0.9 18 39 3.8 -3.2
RAFE PIMCO RAFI ESG U.S. ETF 0.9 29 28 7.1 +0.0
SMMD iShares Russell 2500 ETF 0.9 15 42 6.1 -0.9
DHS WisdomTree U.S. High Dividend Fund 0.9 38 19 8.0 +1.0
FCPI Fidelity Stocks for Inflation ETF 0.8 15 42 7.5 +0.5
COWZ Pacer US Cash Cows 100 ETF 0.8 49 8 9.3 +2.3
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.8 95 -38 0.5 -6.5
LRGC AB US Large Cap Strategic Equities ETF 0.8 48 9 4.4 -2.6
FELC Fidelity Enhanced Large Cap Core ETF 0.8 18 39 5.2 -1.9
XJR iShares ESG Screened S&P Small-Cap ETF 0.8 12 45 7.3 +0.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.8 20 37 5.0 -2.1
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -18 5.2 -1.9
ISCB iShares Morningstar Small-Cap ETF 0.8 4 53 6.2 -0.9
ACWI iShares MSCI ACWI ETF 0.8 32 25 5.5 -1.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.8 14 43 4.8 -2.2
SMOT VanEck Morningstar SMID Moat ETF 0.8 49 8 6.4 -0.6
BLES Inspire Global Hope ETF 0.8 61 -4 6.8 -0.3
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.8 65 -8 8.1 +1.0
OEF iShares S&P 100 ETF 0.8 20 37 4.5 -2.5
IJR iShares Core S&P Small Cap ETF 0.8 6 51 7.6 +0.5
CGGO Capital Group Global Growth Equity ETF 0.8 47 10 4.7 -2.3
ARGT Global X MSCI Argentina ETF 0.8 59 -2 4.5 -2.5
MGC Vanguard Mega Cap ETF 0.8 7 50 4.6 -2.4
HDUS Hartford Disciplined US Equity ETF 0.8 19 38 5.7 -1.4
FELG Fidelity Enhanced Large Cap Growth ETF 0.8 18 39 4.6 -2.4
VT Vanguard Total World Stock ETF 0.8 6 51 5.9 -1.2
TRFM AAM Transformers ETF 0.7 49 8 1.3 -5.7
DVY iShares Select Dividend ETF 0.7 38 19 9.0 +2.0
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.7 20 37 4.6 -2.5
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.7 3 54 7.6 +0.5
FDM First Trust Dow Jones Select MicroCap Index Fund 0.7 60 -3 7.4 +0.4
VIOO Vanguard S&P Small-Cap 600 ETF 0.7 7 50 7.6 +0.5
NANC Unusual Whales Subversive Democratic Trading ETF 0.7 75 -18 3.7 -3.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.7 20 37 5.6 -1.4
QDF FlexShares Quality Dividend Index Fund 0.7 37 20 6.2 -0.9
INRO iShares U.S. Industry Rotation Active ETF 0.7 42 15 4.2 -2.8
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.7 25 32 5.3 -1.7
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.7 50 7 4.2 -2.8
IOO iShares Global 100 ETF 0.7 41 16 4.8 -2.3
XLG Invesco S&P 500 Top 50 ETF 0.7 20 37 4.1 -2.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.7 9 48 4.2 -2.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.7 39 18 5.8 -1.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.7 9 48 5.7 -1.3
IYW iShares U.S. Technology ETF 0.6 40 17 3.8 -3.2
BRF VanEck Brazil Small-Cap ETF 0.6 66 -9 11.3 +4.3
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.6 12 45 4.5 -2.6
IWF iShares Russell 1000 Growth ETF 0.6 19 38 4.4 -2.7
VONG Vanguard Russell 1000 Growth ETF 0.6 7 50 4.4 -2.6
FYC First Trust Small Cap Growth AlphaDEX Fund 0.6 71 -14 0.5 -6.6
IWY iShares Russell Top 200 Growth ETF 0.6 20 37 4.5 -2.5
DEW WisdomTree Global High Dividend Fund 0.6 58 -1 8.4 +1.3
GSPY Gotham Enhanced 500 ETF 0.6 50 7 5.2 -1.8
SCHG Schwab U.S. Large-Cap Growth ETF 0.6 4 53 4.0 -3.1
LVOL American Century Low Volatility ETF 0.6 29 28 4.9 -2.2
ISMD Inspire Small/Mid Cap ETF 0.6 54 3 5.5 -1.6
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.6 60 -3 9.4 +2.4
TMFC Motley Fool 100 Index ETF 0.6 50 7 3.5 -3.6
IWO iShares Russell 2000 Growth ETF 0.6 24 33 1.3 -5.7
VTWG Vanguard Russell 2000 Growth ETF 0.6 10 47 1.4 -5.6
QGRW WisdomTree U.S. Quality Growth Fund 0.6 28 29 4.2 -2.9
FDVV Fidelity High Dividend ETF 0.5 15 42 7.6 +0.5
PAWZ ProShares Pet Care ETF 0.5 50 7 3.7 -3.3
NACP Impact Shares NAACP Minority Empowerment ETF 0.5 49 8 4.8 -2.3
RSSL Global X Russell 2000 ETF 0.5 8 49 4.4 -2.7
IWM iShares Russell 2000 ETF 0.5 19 38 4.3 -2.8
LRND IQ U.S. Large Cap R&D Leaders ETF 0.5 14 43 5.4 -1.7
GQQQ Astoria US Quality Growth Kings ETF 0.5 35 22 4.6 -2.4
VTWO Vanguard Russell 2000 ETF 0.5 7 50 4.3 -2.7
MTUM iShares MSCI USA Momentum Factor ETF 0.5 15 42 3.5 -3.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.5 12 45 5.2 -1.9
STXK Strive Small-Cap ETF 0.5 18 39 5.8 -1.2
FLQL Franklin LibertyQ U.S. Equity ETF 0.5 15 42 5.3 -1.7
MGV Vanguard Mega Cap Value ETF 0.5 7 50 6.6 -0.4
IJS iShares S&P Small-Cap 600 Value ETF 0.5 18 39 9.7 +2.7
IUSG iShares Core S&P U.S. Growth ETF 0.5 4 53 4.2 -2.9
KRMA Global X Conscious Companies ETF 0.5 43 14 5.8 -1.3
DES WisdomTree U.S. SmallCap Dividend Fund 0.4 38 19 9.2 +2.2
IWN iShares Russell 2000 Value ETF 0.4 24 33 7.3 +0.3
SLYV SPDR S&P 600 Small Cap Value ETF 0.4 15 42 9.7 +2.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.4 10 47 9.7 +2.7
JHSC John Hancock Multifactor Small Cap ETF 0.4 42 15 6.6 -0.5
VTWV Vanguard Russell 2000 Value ETF 0.4 10 47 7.3 +0.3
ISCG iShares Morningstar Small-Cap Growth ETF 0.4 6 51 2.9 -4.2
HAPI Harbor Human Capital Factor US Large Cap ETF 0.4 36 21 4.8 -2.3
EES WisdomTree U.S. SmallCap Fund 0.4 38 19 8.6 +1.6
IVW iShares S&P 500 Growth ETF 0.4 18 39 4.0 -3.1
VOOG Vanguard S&P 500 Growth ETF 0.4 7 50 4.1 -3.0
SPYG SPDR Portfolio S&P 500 Growth ETF 0.4 4 53 4.1 -3.0
VEGN US Vegan Climate ETF 0.4 60 -3 4.5 -2.6
BUZZ VanEck Social Sentiment ETF 0.4 75 -18 -0.4 -7.4
BIBL Inspire 100 ETF 0.4 35 22 5.1 -1.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.4 65 -8 3.5 -3.6
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 -3 2.0 -5.1
CRTC Xtrackers US National Critical Technologies ETF 0.4 35 22 4.8 -2.3
SCHA Schwab U.S. Small-Cap ETF 0.3 4 53 5.9 -1.2
AVUQ Avantis U.S. Quality ETF 0.3 15 42 4.4 -2.7
ETHO Etho Climate Leadership U.S. ETF 0.3 47 10 5.3 -1.7
FDL First Trust Morningstar Dividend Leaders Index Fund 0.3 45 12 10.4 +3.3
SUSA iShares MSCI USA ESG Select ETF 0.3 25 32 4.7 -2.3
WRND IQ Global Equity R&D Leaders ETF 0.3 18 39 8.2 +1.2
NUDV Nuveen ESG Dividend ETF 0.2 26 31 7.6 +0.5
JSML Janus Henderson Small Cap Growth Alpha ETF 0.2 30 27 7.8 +0.7
QUAL iShares MSCI USA Quality Factor ETF 0.2 15 42 5.4 -1.6
BKSE BNY Mellon US Small Cap Core Equity ETF 0.2 4 53 5.9 -1.1
FDMO Fidelity Momentum Factor ETF 0.2 15 42 3.6 -3.4
CZAR Themes Natural Monopoly ETF 0.2 35 22 5.7 -1.3
FSST Fidelity Sustainable U.S. Equity ETF 0.2 59 -2 4.3 -2.7
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.2 38 19 9.7 +2.7
SHE SPDR MSCI USA Gender Diversity ETF 0.1 20 37 5.0 -2.1
IWC iShares Micro-Cap ETF 0.1 60 -3 -0.8 -7.9
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 15 5.4 -1.7
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 39 3.7 -3.3
EGUS iShares ESG Aware MSCI USA Growth ETF 0.1 18 39 3.9 -3.2
FBCG Fidelity Blue Chip Growth ETF 0.1 59 -2 2.8 -4.2
GINN Goldman Sachs Innovate Equity ETF 0.1 52 5 3.7 -3.4
KOMP SPDR S&P Kensho New Economies Composite ETF 0.0 20 37 2.5 -4.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.0 30 27 4.4 -2.7

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:		 Invesco Food & Beverage 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 12.8 %
Divided by: Fwd. P/BV 1.7 x
Less: Expense ratio 57 bp
Equals: ALTAR Score 7.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.61 CATEGORY
AVERAGE		 1.59
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.