Invesco High Yield Equity Dividend Achievers ETF
ALTAR
Score™
7.3% info Recommen-
dation
OVERWEIGHT
2021E    2022E
P/E
ratio
13.7x P/Sales
ratio
1.0x
P/BV
ratio
1.6x Div.
yield
4.5%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The Invesco High Yield Equity Dividend Achievers Fund seeks investment results that correspond to the price and yield performance of the 50 highest yielding stocks in the Dividend Achievers Index published by Mergent. Companies in the index must have increased dividends annually for a minimum of 10 years.

FUND BASICS
Category US Equities
Fund Sponsor Invesco PowerShares
Website www.powershares.com
Inception date Dec 09, 2004
Assets (mns) $977
Currency USD
Expense ratio 52 bp
Distributions Monthly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian Bank of New York Mellon
Weighting Dividend
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 50
Wgt avg mkt cap (mns) $56,991
Large cap (>$10bn) 61.1%
Mid cap ($2-10bn) 28.0%
Small cap (<$2bn) 10.9%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
ONEOK INC 4.0 %
AT&T INC 3.5 %
EXXON MOBIL CORP 3.5 %
VALERO ENERGY CORP 3.3 %
NORTHWEST BANCSHARES INC 3.0 %
ALTRIA GROUP INC 3.0 %
CHEVRON CORP 2.9 %
UNIVERSAL CORP/VA 2.8 %
PPL CORPORATION 2.6 %
INTL BUSINESS MACHINES CORP 2.3 %
Total 30.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 100.0 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
20.5% 43.2% 9.6% 13.5% 6.0%

Market Correlations
versus... Beta R-squared
S&P500 1.02 77%
MSCI EAFE 1.05 79%
MSCI Emg. Mkts. 0.85 65%

Technical Indicators
Recent close $20.76
30d moving avg. $20.14
Annualized volatility 21.5%
Short interest (ETF) 0.2%
Short interest (Underlying) 2.2%
Relative strength (RSI) 55

Liquidity measures
Avg. volume (thou.) 167
Turnover 0.4%
Bid/Ask (% of price) 0.06%
ADV underlying (mns) $15,993

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 705 potential alternatives to the Invesco High Yield Equity Dividend Achievers ETF ETF based on the alternatives' overlap in portfolio holdings with PEY. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: PEY Expense: 52 bp ALTAR Score™: 7.3%


ALTERNATIVE ETFs BASED ON OVERLAP WITH PEY
Ticker Fund
Name
Overlap1
vs PEY
(%)
Expense
ratio
(bp)
Savings
vs PEY
(bp)
ALTAR
Score™
(%)
ALTAR
vs PEY
(%)
SDOG ALPS Sector Dividend Dogs ETF 42.5 40 12 8.2 +0.9
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 42.2 30 22 7.8 +0.5
DVY iShares Select Dividend ETF 37.4 39 13 7.7 +0.4
GBDV Global Beta Smart Income ETF 37.3 29 23 9.1 +1.8
SPYD SPDR S&P 500 High Dividend ETF 34.4 7 45 7.6 +0.4
FDL First Trust Morningstar Dividend Leaders Index Fund 33.4 45 7 8.0 +0.7
SDY SPDR S&P Dividend ETF 27.7 35 17 6.0 -1.2
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 27.4 35 17 7.1 -0.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 27.4 37 15 7.1 -0.2
DHS WisdomTree U.S. High Dividend Fund 27.4 38 14 8.0 +0.8
DTN WisdomTree U.S. Dividend ex-Financials Fund 25.5 38 14 7.2 -0.0
RDIV Invesco S&P Ultra Dividend Revenue ETF 24.5 39 13 9.2 +1.9
DIV Global X SuperDividend US ETF 24.0 45 7 6.8 -0.5
HDV iShares Core High Dividend ETF 23.4 8 44 7.0 -0.2
SDEI Sound Equity Income ETF 22.4 45 7 9.0 +1.7
SCHD Schwab U.S. Dividend Equity ETF 22.3 6 46 7.3 +0.0
TMDV ProShares Russell US Dividend Growers ETF 21.0 36 16 5.2 -2.0
DURA VanEck Vectors Morningstar Durable Dividend ETF 20.0 29 23 7.4 +0.2
VYM Vanguard High Dividend Yield Index ETF 18.9 6 46 6.7 -0.5
WBIY WBI Power Factor High Dividend ETF 18.7 70 -18 8.4 +1.2
JDIV JPMorgan U.S. Dividend ETF 18.6 12 40 7.1 -0.1
DEW WisdomTree Global High Dividend Fund 18.6 58 -6 8.4 +1.2
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 18.5 75 -23 6.4 -0.9
LVHD Legg Mason Low Volatility High Dividend ETF 18.2 27 25 6.7 -0.5
FDVV Fidelity Core Dividend ETF 18.1 29 23 6.3 -1.0
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 18.1 75 -23 5.0 -2.2
NOBL ProShares S&P 500 Dividend Aristocrats ETF 18.0 35 17 5.4 -1.8
GBLO Global Beta Low Beta ETF 17.9 29 23 8.0 +0.7
SPDV AAM S&P 500 High Dividend Value ETF 17.4 29 23 8.4 +1.2
DLN WisdomTree U.S. LargeCap Dividend Fund 17.3 28 24 6.2 -1.1
PFM Invesco Dividend Achievers ETF 17.2 53 -1 5.2 -2.1
DTD WisdomTree U.S.Total Dividend Fund 16.8 28 24 6.3 -1.0
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 16.8 41 11 5.5 -1.7
DIVZ TrueShares Low Volatility Equity Income ETF 16.6 65 -13 7.0 -0.2
AUSF Global X Adaptive U.S. Factor ETF 16.3 27 25 7.6 +0.3
MGV Vanguard Mega Cap Value ETF 16.1 7 45 6.6 -0.7
SPLV Invesco S&P 500 Low Volatility ETF 15.4 25 27 5.5 -1.8
KVLE KFA Value Liner Dynamic Core Equity Index ETF 14.9 56 -4 5.7 -1.5
NULV Nuveen ESG Large-Cap Value ETF 14.9 35 17 6.1 -1.2
VTV Vanguard Value Index Fund 14.8 4 48 6.5 -0.7
FDRR Fidelity Dividend ETF for Rising Rates 14.8 29 23 6.5 -0.8
IWX iShares Russell Top 200 Value ETF 14.7 20 32 6.2 -1.1
RNDV US Equity Dividend Select ETF 14.6 50 2 7.0 -0.3
SIXA 6 Meridian Mega Cap Equity ETF 14.6 86 -34 6.4 -0.9
FNDX Schwab Fundamental U.S. Large Co. Index ETF 14.4 25 27 5.8 -1.5
SIXH 6 Meridian Hedged Equity-Index Option Strategy ETF 14.3 87 -35 6.4 -0.8
FUNL CornerCap Fundametrics Large-Cap ETF 14.2 50 2 6.8 -0.5
EQWL Invesco Russell Top 200 Equal Weight ETF 14.0 25 27 5.7 -1.5
RPV Invesco S&P 500 Pure Value ETF 13.9 35 17 8.5 +1.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 13.9 70 -18 5.0 -2.3
GCOW Pacer Global High Dividend ETF 13.8 60 -8 10.0 +2.8
LSLT Salt Low truBeta US Market ETF 13.7 60 -8 5.6 -1.6
RYE Invesco S&P 500 Equal Weight Energy ETF 13.6 40 12 3.3 -4.0
JHME John Hancock Multifactor Energy ETF 13.5 40 12 3.3 -4.0
SPYV SPDR Portfolio S&P 500 Value ETF 13.5 4 48 6.2 -1.1
IVE iShares S&P 500 Value ETF 13.4 18 34 6.0 -1.2
DIVB iShares U.S. Dividend & Buyback ETF 13.4 25 27 6.1 -1.2
FNDB Schwab Fundamental U.S. Broad Market Index ETF 13.4 25 27 5.8 -1.5
ESGS Columbia Sustainable U.S. Equity Income ETF 13.4 35 17 7.6 +0.3
VOOV Vanguard S&P 500 Value ETF 13.4 10 42 6.1 -1.2
PRF Invesco FTSE RAFI US 1000 ETF 13.2 39 13 5.9 -1.3
DJD Invesco Dow Jones Industrial Average Dividend ETF 13.1 7 45 7.2 -0.1
EDOW First Trust Dow 30 Equal Weight ETF 13.1 50 2 5.6 -1.7
FMK First Trust Mega Cap AlphaDEX Fund 13.1 70 -18 0.0 -7.3
EQRR ProShares Equities for Rising Rates ETF 13.1 35 17 5.8 -1.4
STLV iShares Factors US Value Style ETF 13.0 25 27 7.7 +0.4
WDIV SPDR Global Dividend ETF 13.0 40 12 8.5 +1.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 13.0 25 27 5.9 -1.4
VLU SPDR S&P 1500 Value Tilt ETF 13.0 12 40 6.3 -1.0
IUSV iShares Core S&P U.S. Value ETF 12.8 4 48 6.2 -1.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 12.7 30 22 5.6 -1.6
ONEY SPDR Russell 1000 Yield Focus ETF 12.7 20 32 7.5 +0.3
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 12.6 60 -8 5.9 -1.3
RHS Invesco S&P 500 Equal Weight Consumer Staples ETF 12.5 40 12 6.2 -1.1
XLE Energy Select Sector SPDR Fund 12.5 12 40 3.8 -3.4
ILCV iShares Morningstar Value ETF 12.5 4 48 6.3 -1.0
IUS Invesco Strategic US ETF 12.3 19 33 5.9 -1.4
RWL Invesco S&P 500 Revenue ETF 12.2 39 13 6.1 -1.2
JMIN JPMorgan U.S. Minimum Volatility ETF 12.1 12 40 5.5 -1.8
SMDV ProShares Russell 2000 Dividend Growers ETF 12.1 41 11 5.9 -1.4
FXU First Trust Utilities AlphaDEX Fund 12.0 62 -10 5.7 -1.5
JHMS John Hancock Multifactor Consumer Staples ETF 12.0 40 12 5.6 -1.6
PWV Invesco Dynamic Large Cap Value ETF 11.9 56 -4 6.2 -1.1
RAFE PIMCO RAFI ESG U.S. ETF 11.9 30 22 6.7 -0.6
VLUE iShares MSCI USA Value Factor ETF 11.9 15 37 9.9 +2.7
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 11.9 12 40 4.9 -2.4
FVL First Trust Value Line 100 ETF 11.8 70 -18 0.0 -7.3
VPU Vanguard Utilities Index Fund 11.8 10 42 5.5 -1.7
FUTY Fidelity MSCI Utilities Index ETF 11.8 8 44 5.6 -1.7
VALQ American Century STOXX U.S. Quality Value ETF 11.8 29 23 7.7 +0.5
FLQL Franklin LibertyQ U.S. Equity ETF 11.7 15 37 6.4 -0.9
JVAL JPMorgan U.S. Value Factor ETF 11.6 12 40 7.2 -0.0
SCHV Schwab U.S. Large-Cap Value ETF 11.6 4 48 6.0 -1.3
DGRW WisdomTree U.S. Quality Dividend Growth Fund 11.4 28 24 6.3 -0.9
IWD iShares Russell 1000 Value ETF 11.4 19 33 6.0 -1.3
KBWD Invesco KBW High Dividend Yield Financial ETF 11.4 124 -72 9.0 +1.8
QDF FlexShares Quality Dividend Index Fund 11.4 37 15 6.0 -1.3
IYK iShares U.S. Consumer Goods ETF 11.4 43 9 5.9 -1.3
VONV Vanguard Russell 1000 Value Index Fund 11.3 8 44 6.1 -1.2
CCOR Core Alternative ETF 11.3 109 -57 4.5 -2.7
VDC Vanguard Consumer Staples Index Fund 11.2 10 42 5.4 -1.9
FSTA Fidelity MSCI Consumer Staples Index ETF 11.2 8 44 5.4 -1.9
XLP Consumer Staples Select Sector SPDR Fund 11.2 12 40 5.4 -1.8
PZLD Puzzle Divdend Leaders 11.1 10 42 6.0 -1.2
IYE iShares U.S. Energy ETF 11.1 42 10 3.3 -4.0
JHMU John Hancock Multifactor Utilities ETF 11.1 40 12 5.6 -1.7
QDYN FlexShares Quality Dividend Dynamic Index Fund 11.0 37 15 5.9 -1.3
VDE Vanguard Energy Index Fund 11.0 10 42 3.5 -3.8
FENY Fidelity MSCI Energy Index ETF 10.9 8 44 3.5 -3.8
FTA First Trust Large Cap Value AlphaDEX Fund 10.7 60 -8 7.4 +0.2
PUI Invesco DWA Utilities Momentum ETF 10.7 60 -8 5.2 -2.1
FLLV Franklin Liberty U.S. Low Volatility ETF 10.6 29 23 5.0 -2.2
IGE iShares North American Natural Resources ETF 10.6 46 6 3.8 -3.5
VETS Pacer Military Times Best Employers ETF 10.6 60 -8 0.0 -7.3
VSL Volshares Large Capital ETF 10.5 65 -13 4.0 -3.2
FVAL Fidelity Value Factor ETF 10.4 29 23 7.1 -0.1
OUSA O'Shares FTSE US Quality Dividend ETF 10.4 48 4 5.9 -1.4
IDU iShares U.S. Utilities ETF 10.4 43 9 5.0 -2.3
MOAT VanEck Vectors Morningstar Wide Moat ETF 10.3 47 5 5.8 -1.4
SPVU Invesco S&P 500 Enhanced Value ETF 10.2 13 39 8.4 +1.1
QDIV Global X S&P 500 Quality Dividend ETF 10.2 20 32 6.6 -0.7
IFRA iShares U.S. Infrastructure ETF 10.2 40 12 3.6 -3.6
RYU Invesco S&P 500 Equal Weight Utilities ETF 10.1 40 12 6.0 -1.3
DIA SPDR Dow Jones Industrial Average ETF Trust 10.1 16 36 5.4 -1.8
ROUS Hartford Multifactor US Equity ETF 10.0 19 33 6.2 -1.1
XLU Utilities Select Sector SPDR Fund 9.9 12 40 5.4 -1.8
GSPY Gotham Enhanced 500 ETF 9.8 50 2 5.0 -2.3
DBLV AdvisorShares DoubleLine Value Equity ETF 9.7 91 -39 5.3 -1.9
KLCD KFA Large Cap Quality Dividend Index ETF 9.5 42 10 5.1 -2.1
GRES IQ Global Resources ETF 9.5 78 -26 5.7 -1.5
RFDA RiverFront Dynamic US Dividend Advantage ETF 9.5 52 0 4.9 -2.4
FXN First Trust Energy AlphaDEX Fund 9.5 64 -12 2.7 -4.5
QDEF FlexShares Quality Dividend Defensive Index Fund 9.4 37 15 5.9 -1.4
AVDG AVDR US LargeCap ESG ETF 9.4 60 -8 5.1 -2.2
FVD First Trust Value Line Dividend Index Fund 9.4 70 -18 5.4 -1.8
IXC iShares Global Energy ETF 9.3 46 6 4.9 -2.4
DGRO iShares Core Dividend Growth ETF 9.2 8 44 6.3 -0.9
IECS iShares Evolved U.S. Consumer Staples ETF 9.2 18 34 5.5 -1.8
NACP Impact Shares NAACP Minority Empowerment ETF 9.2 49 3 4.5 -2.7
HKND Humankind US Stock ETF 9.1 209 -157 3.9 -3.4
ESG FlexShares STOXX US ESG Impact Index Fund 9.1 32 20 4.8 -2.5
HLAL Wahed FTSE USA Shariah ETF 9.1 50 2 4.3 -2.9
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 9.1 30 22 9.3 +2.1
RBUS Nationwide Risk-Based U.S. Equity ETF 9.0 30 22 5.1 -2.1
NVQ QRAFT AI-Enhanced US Next Value ETF 9.0 75 -23 8.6 +1.3
FTXN First Trust Nasdaq Oil & Gas ETF 8.9 60 -8 1.3 -5.9
FXG First Trust Consumer Staples AlphaDEX Fund 8.9 63 -11 6.5 -0.7
SPXT ProShares S&P 500 Ex-Technology ETF 8.9 27 25 4.8 -2.4
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 8.8 60 -8 7.6 +0.3
KSCD KFA Small Cap Quality Dividend Index ETF 8.8 51 1 5.7 -1.6
CSB VictoryShares US Small Cap High Dividend Volatility Wtd Idx 8.8 35 17 7.3 +0.0
REVS Columbia Research Enhanced Value ETF 8.7 19 33 6.8 -0.4
OEF iShares S&P 100 ETF 8.7 20 32 4.5 -2.8
VFMV Vanguard U.S. Minimum Volatility ETF 8.7 13 39 4.8 -2.5
GLIF AGFiQ Global Infrastructure ETF 8.7 45 7 4.3 -3.0
AFLG First Trust Active Factor Large Cap ETF 8.7 55 -3 5.4 -1.9
RFV Invesco S&P Midcap 400 Pure Value ETF 8.7 35 17 9.2 +1.9
MAGA Point Bridge GOP Stock Tracker ETF 8.7 72 -20 4.7 -2.6
FMIL Fidelity New Millennium ETF 8.6 59 -7 4.1 -3.1
KXI iShares Global Consumer Staples ETF 8.6 46 6 5.2 -2.1
SYV SPDR MFS Systematic Value Equity ETF 8.6 60 -8 0.0 -7.3
PLC Principal U.S. Large-Cap Multi-Factor Core Index ETF 8.6 15 37 0.0 -7.3
KIE SPDR S&P Insurance ETF 8.6 35 17 7.0 -0.2
EPS WisdomTree U.S. Earnings 500 Fund 8.5 8 44 6.0 -1.2
VFVA Vanguard U.S. Value Factor ETF 8.5 14 38 8.3 +1.0
IOO iShares Global 100 ETF 8.4 40 12 4.8 -2.5
XLG Invesco S&P 500 Top 50 ETF 8.3 20 32 4.1 -3.1
FGD First Trust Dow Jones Global Select Dividend Index Fund 8.3 59 -7 10.8 +3.6
USMV iShares Edge MSCI Min Vol USA ETF 8.3 15 37 5.0 -2.2
TPHD Timothy Plan High Dividend Stock ETF 8.3 52 0 5.7 -1.5
FXO First Trust Financials AlphaDEX Fund 8.2 62 -10 8.0 +0.8
SIXL 6 Meridian Low Beta Equity Strategy ETF 8.2 88 -36 4.9 -2.4
JXI iShares Global Utilities ETF 8.2 46 6 5.4 -1.8
VSLU Applied Finance Valuation Large Cap ETF 8.2 49 3 5.3 -1.9
FAB First Trust Multi Cap Value AlphaDEX Fund 8.0 70 -18 7.6 +0.4
USMF WisdomTree U.S. Multifactor Fund 8.0 28 24 6.9 -0.4
GNR SPDR S&P Global Natural Resources ETF 8.0 40 12 7.0 -0.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 8.0 47 5 5.5 -1.8
DIVO Amplify YieldShares CWP Dividend & Option Income ETF 8.0 55 -3 4.7 -2.5
PY Principal Shareholder Yield Index ETF 7.9 15 37 8.4 +1.2
NULC Nuveen ESG Large-Cap ETF 7.8 20 32 4.7 -2.6
FILL iShares MSCI Global Energy Producers ETF 7.8 39 13 6.8 -0.4
COWZ Pacer US Cash Cows 100 ETF 7.8 49 3 8.4 +1.2
XMLV Invesco S&P MidCap Low Volatility ETF 7.8 25 27 5.2 -2.1
RYF Invesco S&P 500 Equal Weight Financials ETF 7.8 40 12 6.6 -0.7
VSDA VictoryShares Dividend Accelerator ETF 7.8 35 17 4.7 -2.6
TOKE Cambria Cannabis ETF 7.8 42 10 -2.8 -10.0
SPXN ProShares S&P 500 Ex-Financials ETF 7.6 27 25 4.5 -2.8
FLV American Century Focused Large Cap Value ETF 7.5 42 10 5.9 -1.4
TPYP Tortoise North American Pipeline Fund 7.5 40 12 4.6 -2.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 7.5 18 34 6.1 -1.1
QUS SPDR MSCI USA StrategicFactors ETF 7.4 15 37 5.2 -2.1
RVRS Reverse Cap Weighted U.S. Large Cap ETF 7.4 29 23 5.4 -1.9
QVML Invesco S&P 500 QVM Multi-factor ETF 7.4 11 41 5.1 -2.2
DGT SPDR Global Dow ETF 7.4 50 2 6.6 -0.6
VOE Vanguard Mid-Cap Value Index Fund 7.4 7 45 6.0 -1.2
KRMA Global X Conscious Companies ETF 7.2 43 9 5.1 -2.2
FOVL iShares Focused Value Factor ETF 7.2 25 27 9.4 +2.2
IWL iShares Russell Top 200 ETF 7.2 15 37 4.6 -2.6
SPMV Invesco S&P 500 Minimum Variance ETF 7.2 10 42 4.9 -2.4
WKLY SoFi Weekly Dividend ETF 7.2 49 3 6.9 -0.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 7.2 20 32 4.7 -2.5
SYLD Cambria Shareholder Yield ETF 7.1 59 -7 8.1 +0.8
YLDE ClearBridge Dividend Strategy ESG ETF 7.1 60 -8 4.5 -2.8
DEF Invesco Defensive Equity ETF 7.0 53 -1 5.6 -1.6
WLDR Affinity World Leaders Equity ETF 7.0 67 -15 8.2 +1.0
MGC Vanguard Mega Cap Index Fund 7.0 7 45 4.7 -2.6
DVLU First Trust Dorsey Wright Momentum & Value ETF 7.0 60 -8 9.5 +2.3
OUSM O'Shares FTSE Russell Small Cap Quality Dividend ETF 7.0 48 4 6.2 -1.1
BKLC BNY Mellon US Large Cap Core Equity ETF 7.0 0 52 4.7 -2.5
PQLC PGIM QMA Strategic Alpha Large-Cap Core ETF 7.0 17 35 6.3 -0.9
WOMN Impact Shares YWCA Women's Empowerment ETF 7.0 75 -23 4.4 -2.9
FDLO Fidelity Low Volatility Factor ETF 6.9 29 23 4.6 -2.7
JQUA JPMorgan U.S. Quality Factor ETF 6.9 12 40 5.2 -2.0
XOP SPDR S&P Oil & Gas Exploration & Production ETF 6.9 35 17 1.9 -5.4
DON WisdomTree U.S. MidCap Dividend Fund 6.9 38 14 6.6 -0.6
XRMI Global X S&P 500 Risk Managed Income ETF 6.9 60 -8 4.5 -2.7
MXDU Nationwide Maximum Diversification US Core Equity ETF 6.8 34 18 3.8 -3.5
VFMF Vanguard U.S. Multifactor ETF 6.8 19 33 7.1 -0.1
PBP Invesco S&P 500 BuyWrite ETF 6.8 49 3 4.5 -2.8
SPY SPDR S&P 500 ETF Trust 6.8 9 43 4.8 -2.5
VOO VANGUARD S&P 500 ETF 6.8 3 49 4.8 -2.4
SUSA iShares MSCI USA ESG Select ETF 6.8 25 27 4.4 -2.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 6.8 19 33 5.6 -1.7
SPLG SPDR Portfolio S&P 500 ETF 6.8 3 49 4.8 -2.4
XYLG Global X S&P 500 Covered Call & Growth ETF 6.8 60 -8 4.3 -3.0
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 6.8 35 17 7.0 -0.3
IVV iShares Core S&P 500 ETF 6.8 3 49 4.8 -2.4
XTL SPDR S&P Telecom ETF 6.7 35 17 3.2 -4.1
XTR Global X S&P 500 Tail Risk ETF 6.7 60 -8 4.4 -2.8
XVOL Acruence Active Hedge U.S. Equity ETF 6.7 83 -31 4.1 -3.2
SPQQ Siren Large Cap Blend Index ETF 6.7 20 32 3.9 -3.3
LGBT LGBTQ + ESG100 ETF 6.7 75 -23 0.0 -7.3
XCLR Global X S&P 500 Collar 95-110 ETF 6.6 60 -8 4.5 -2.8
GII SPDR S&P Global Infrastructure ETF 6.5 40 12 4.1 -3.2
IGF iShares Global Infrastructure ETF 6.5 46 6 3.8 -3.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 6.5 15 37 4.7 -2.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 6.5 7 45 4.6 -2.6
SDEP Sweet Defensive U.S. Equity Portfolio 6.5 0 52 6.1 -1.1
VOTE Engine No. 1 Transform 500 ETF 6.5 5 47 4.6 -2.7
VV Vanguard Large-Cap Index Fund 6.4 4 48 4.6 -2.6
TDIV First Trust NASDAQ Technology Dividend Index Fund 6.4 50 2 6.0 -1.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 6.4 2 50 4.7 -2.5
ESGU iShares MSCI USA ESG Optimized ETF 6.4 15 37 4.6 -2.7
EFIV SPDR S&P 500 ESG ETF 6.4 10 42 4.7 -2.5
SPTM SPDR Portfolio Total Stock Market ETF 6.4 3 49 4.9 -2.4
SNPE Xtrackers S&P 500 ESG ETF 6.4 10 42 4.7 -2.5
SPXV ProShares S&P 500 Ex-Health Care ETF 6.4 27 25 4.3 -2.9
RNLC Large Cap US Equity Select ETF 6.3 60 -8 5.3 -1.9
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 6.3 46 6 5.9 -1.3
NANR SPDR S&P North American Natural Resources ETF 6.3 35 17 4.1 -3.1
PBUS Invesco PureBeta MSCI USA ETF 6.3 4 48 4.7 -2.6
FQAL Fidelity Quality Factor ETF 6.3 29 23 4.7 -2.5
HAP VanEck Vectors Natural Resources ETF 6.3 50 2 6.0 -1.3
SPVM Invesco S&P 500 Value with Momentum ETF 6.3 39 13 7.3 +0.1
DFAU Dimensional US Core Equity Market ETF 6.3 12 40 4.9 -2.4
SLT Pacer Salt High truBeta US Market ETF 6.2 60 -8 4.5 -2.7
EQAL Invesco Russell 1000 Equal Weight ETF 6.2 20 32 5.2 -2.1
FEX First Trust Large Cap Core AlphaDEX Fund 6.2 59 -7 5.2 -2.1
CFA VictoryShares US 500 Volatility Weighted Index ETF 6.2 35 17 5.3 -2.0
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 6.2 35 17 5.3 -2.0
SCHX Schwab U.S. Large-Cap ETF 6.2 3 49 4.6 -2.7
JEPI JPMorgan Equity Premium Income ETF 6.2 35 17 4.9 -2.3
VONE Vanguard Russell 1000 ETF 6.1 8 44 4.6 -2.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 6.1 49 3 3.9 -3.4
CATH Global X S&P 500 Catholic Values Custom ETF 6.1 29 23 4.5 -2.8
GDVD Principal Active Global Dividend Income ETF 6.1 58 -6 0.0 -7.3
IWB iShares Russell 1000 ETF 6.1 15 37 4.6 -2.7
ILCB iShares Morningstar U.S. Equity ETF 6.1 3 49 4.6 -2.6
JCTR JPMorgan Carbon Transition U.S. Equity ETF 6.1 15 37 4.8 -2.5
LGLV SPDR Russell 1000 Low Volatility ETF 6.1 12 40 4.4 -2.8
RSP Invesco S&P 500 Equal Weight ETF 6.1 20 32 5.3 -1.9
ACWV iShares MSCI Global Min Vol Factor ETF 6.1 20 32 5.2 -2.0
SCHK Schwab 1000 Index ETF 6.0 5 47 4.6 -2.7
IYY iShares Dow Jones U.S. ETF 6.0 20 32 4.4 -2.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 6.0 10 42 4.8 -2.4
SUSL iShares ESG MSCI USA Leaders ETF 6.0 10 42 4.8 -2.4
JHML John Hancock Multifactor Large Cap ETF 5.9 29 23 4.9 -2.4
FCPI Fidelity Stocks for Inflation ETF 5.9 29 23 7.2 -0.1
AMER Emles Made in America ETF 5.9 49 3 7.6 +0.3
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 5.9 47 5 4.4 -2.8
IAK iShares U.S. Insurance ETF 5.9 42 10 7.0 -0.2
IMCV iShares Morningstar Mid-Cap Value ETF 5.8 6 46 6.3 -1.0
DFUS Dimensional U.S. Equity ETF 5.8 11 41 4.7 -2.6
VTRN Victory Portfolios II VictoryShares Top Veteran Employers ET 5.8 60 -8 6.8 -0.5
HLGE Hartford Longevity Economy ETF 5.8 44 8 6.5 -0.7
ACVF American Conservative Values ETF 5.8 75 -23 4.1 -3.1
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 5.8 35 17 5.0 -2.3
VTHR Vanguard Russell 3000 Index Fund 5.8 10 42 4.4 -2.8
IWV iShares Russell 3000 ETF 5.8 20 32 4.3 -2.9
FCOM Fidelity MSCI Telecommunication Services Index ETF 5.8 8 44 4.1 -3.2
VOX Vanguard Telecommunication Services Index Fund 5.8 10 42 4.0 -3.3
RECS Columbia Research Enhanced Core ETF 5.8 15 37 5.2 -2.1
VTI Vanguard Total Stock Market Index Fund 5.8 3 49 4.4 -2.9
SCHB Schwab U.S. Broad Market ETF 5.7 3 49 4.5 -2.7
DSI iShares MSCI KLD 400 Social ETF 5.7 25 27 4.6 -2.7
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 5.7 25 27 4.9 -2.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 5.7 3 49 4.4 -2.8
GOAT VanEck Vectors Morningstar Global Wide Moat ETF 5.7 52 0 5.6 -1.6
IVRA Invesco Real Assets ESG ETF 5.7 59 -7 4.5 -2.8
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 5.6 20 32 4.7 -2.5
IYZ iShares U.S. Telecommunications ETF 5.6 42 10 6.7 -0.5
EWCO Invesco S&P 500 Equal Weight Communication Services ETF 5.6 40 12 6.1 -1.1
IXP iShares Global Comm Services ETF 5.6 46 6 5.5 -1.7
JHCS John Hancock Multifactor Media & Communications ETF 5.6 40 12 5.2 -2.0
XLC The Communication Services Select Sector SPDR Fund 5.6 12 40 5.2 -2.0
FYT First Trust Small Cap Value AlphaDEX Fund 5.6 72 -20 8.0 +0.7
CZA Invesco Zacks Mid-Cap ETF 5.6 69 -17 5.4 -1.9
PSCU Invesco S&P SmallCap Utilities ETF 5.5 29 23 4.0 -3.3
DES WisdomTree U.S. SmallCap Dividend Fund 5.5 38 14 6.7 -0.5
SPXE ProShares S&P 500 Ex-Energy ETF 5.5 27 25 4.7 -2.6
SHE SPDR SSGA Gender Diversity Index ETF 5.5 20 32 4.1 -3.1
FBCV Fidelity Blue Chip Value ETF 5.5 59 -7 6.4 -0.8
VIRS Pacer BioThreat Strategy ETF 5.4 70 -18 5.2 -2.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 5.4 9 43 4.9 -2.3
QSY WisdomTree U.S. LargeCap Value Fund 5.4 38 14 6.8 -0.5
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 5.4 45 7 4.8 -2.5
AVUS Avantis U.S. Equity ETF 5.4 15 37 5.2 -2.1
LVOL American Century Low Volatility ETF 5.3 29 23 4.5 -2.8
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 5.2 20 32 7.4 +0.1
RESP WisdomTree US ESG Fund of Benef Interest 5.2 28 24 5.7 -1.6
QWLD SPDR MSCI World StrategicFactors ETF 5.1 30 22 5.4 -1.9
FNK First Trust Mid Cap Value AlphaDEX Fund 5.1 70 -18 7.9 +0.6
YPS Arrow Reverse Cap 500 ETF 5.1 29 23 5.4 -1.8
MJ ETFMG Alternative Harvest ETF 5.1 75 -23 -4.1 -11.3
IQSU IQ Candriam ESG US Equity ETF 5.0 9 43 4.6 -2.6
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 5.0 29 23 6.2 -1.1
KRE SPDR S&P Regional Banking ETF 5.0 35 17 7.0 -0.2
DFAC Dimensional U.S. Core Equity 2 ETF 5.0 19 33 5.1 -2.1
INFR Legg Mason Global Infrastructure ETF 4.9 40 12 5.6 -1.6
ONEV SPDR Russell 1000 Low Volatility Focus ETF 4.9 20 32 6.1 -1.2
FIVG Defiance Next Gen Connectivity ETF 4.8 30 22 4.7 -2.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 4.8 9 43 5.3 -2.0
SFY SoFi Select 500 ETF 4.7 0 52 4.5 -2.8
FTXH First Trust Nasdaq Pharmaceuticals ETF 4.7 60 -8 4.4 -2.8
FTHI First Trust High Income ETF 4.7 85 -33 5.8 -1.4
RFFC RiverFront Dynamic US Flex-Cap ETF 4.7 52 0 4.6 -2.7
FTLB First Trust Hedged BuyWrite Income ETF 4.7 85 -33 5.9 -1.3
IWS iShares Russell Mid-Cap Value ETF 4.6 24 28 5.6 -1.7
TUSA First Trust Total US Market AlphaDEX ETF 4.6 70 -18 5.6 -1.6
RYH Invesco S&P 500 Equal Weight Health Care ETF 4.6 40 12 6.6 -0.7
EMLP First Trust North American Energy Infrastructure Fund 4.6 96 -44 4.4 -2.9
KOKU Xtrackers MSCI Kokusai Equity ETF 4.6 9 43 4.9 -2.4
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 4.6 17 35 6.3 -0.9
XMVM Invesco S&P MidCap Value with Momentum ETF 4.6 39 13 8.8 +1.6
XVV iShares ESG Screened S&P 500 ETF 4.6 8 44 4.7 -2.6
SFYF SoFi 50 ETF 4.6 29 23 -1.0 -8.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 4.5 65 -13 3.1 -4.2
EUSA iShares MSCI USA Equal Weighted ETF 4.5 15 37 4.9 -2.4
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 4.5 30 22 5.3 -1.9
TOK iShares MSCI Kokusai ETF 4.5 25 27 4.8 -2.5
SQEW LeaderShares Equity Skew ETF 4.5 75 -23 5.8 -1.4
FLRG Fidelity U.S. Multifactor ETF 4.5 29 23 6.4 -0.8
FTXG First Trust Nasdaq Food & Beverage ETF 4.4 60 -8 6.0 -1.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.4 24 28 5.9 -1.4
IAT iShares U.S. Regional Banks ETF 4.4 42 10 6.9 -0.4
VUSE Vident Core US Equity Fund 4.4 48 4 7.4 +0.2
QLC FlexShares US Quality Large Cap Index Fund 4.3 32 20 5.1 -2.2
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 4.3 20 32 3.7 -3.6
JOYY Infusive Compounding Global Equities ETF 4.3 50 2 3.9 -3.3
USXF iShares ESG Advanced MSCI USA ETF 4.3 10 42 4.9 -2.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 4.3 12 40 4.7 -2.6
FTCS First Trust Capital Strength ETF 4.3 56 -4 5.2 -2.1
NUMV Nuveen ESG Mid-Cap Value ETF 4.2 40 12 6.3 -1.0
URTH iShares MSCI World ETF 4.2 24 28 4.9 -2.4
SIZE iShares MSCI USA Size Factor ETF 4.1 15 37 4.7 -2.6
JHMF John Hancock Multifactor Financials ETF 4.1 40 12 6.2 -1.0
PWC Invesco Dynamic Market ETF 4.0 58 -6 5.3 -2.0
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 4.0 49 3 5.0 -2.3
ESGG FlexShares STOXX Global ESG Impact Index Fund 4.0 42 10 4.8 -2.5
EINC VanEck Vectors Energy Income ETF 4.0 45 7 3.9 -3.4
MLPX Global X MLP & Energy Infrastructure ETF 4.0 45 7 3.4 -3.9
ENFR Alerian Energy Infrastructure ETF 4.0 65 -13 3.1 -4.2
USAI Pacer American Energy Independence ETF 4.0 75 -23 3.0 -4.3
TTAC TrimTabs US Free Cash Flow Quality ETF 3.9 59 -7 5.2 -2.0
ESGV Vanguard ESG U.S. Stock ETF 3.9 12 40 4.6 -2.6
VFMO Vanguard U.S. Momentum Factor ETF 3.9 13 39 3.5 -3.8
MDYV SPDR S&P 400 Mid Cap Value ETF 3.8 15 37 6.6 -0.6
RWK Invesco S&P MidCap 400 Revenue ETF 3.8 39 13 6.7 -0.5
FTXO First Trust Nasdaq Bank ETF 3.8 60 -8 7.0 -0.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 3.8 9 43 5.2 -2.1
QLV FlexShares US Quality Low Volatility Index Fund 3.7 22 30 4.3 -2.9
ONEO SPDR Russell 1000 Momentum Focus ETF 3.7 20 32 6.4 -0.8
FDMO Fidelity Momentum Factor ETF 3.7 29 23 4.4 -2.8
IJJ iShares S&P Mid-Cap 400 Value ETF 3.7 18 34 6.6 -0.7
PSM Principal U.S. Small-MidCap Multi-Factor Core Index ETF 3.7 20 32 0.0 -7.3
JHMH John Hancock Multifactor Healthcare ETF 3.7 40 12 5.8 -1.4
ACWI iShares MSCI ACWI ETF 3.6 32 20 5.1 -2.2
AFMC First Trust Active Factor Mid Cap ETF 3.6 65 -13 6.5 -0.7
VICE AdvisorShares Vice ETF 3.6 99 -47 4.2 -3.1
KBE SPDR S&P Bank ETF 3.6 35 17 7.9 +0.6
KBWB Invesco KBW Bank ETF 3.6 35 17 7.2 -0.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.6 29 23 6.9 -0.4
VRAI Virtus Real Asset Income ETF 3.6 55 -3 6.6 -0.6
LRGF iShares Edge MSCI Multifactor USA ETF 3.5 20 32 6.6 -0.7
IEFN iShares Evolved U.S. Financials ETF 3.5 18 34 7.1 -0.2
DSTL Distillate US Fundamental Stability & Value ETF 3.5 39 13 7.0 -0.2
EZM WisdomTree U.S. MidCap Earnings Fund 3.5 38 14 7.6 +0.3
FSST Fidelity Sustainability U.S. Equity ETF 3.5 59 -7 4.7 -2.6
CNRG SPDR S&P Kensho Clean Power ETF 3.5 45 7 1.9 -5.4
VT Vanguard Total World Stock ETF 3.5 8 44 5.3 -1.9
SPHQ Invesco S&P 500 Quality ETF 3.4 15 37 5.0 -2.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 3.4 15 37 6.7 -0.6
VO Vanguard Mid-Cap Index Fund 3.4 4 48 4.2 -3.0
UTES Virtus Reaves Utilities ETF 3.4 49 3 4.6 -2.7
XLV Health Care Select Sector SPDR Fund 3.4 12 40 7.0 -0.3
LEGR First Trust Indxx Innovative Transaction & Process ETF 3.4 65 -13 8.4 +1.2
IYH iShares U.S. Healthcare ETF 3.3 43 9 6.0 -1.3
CRAK VanEck Vectors Oil Refiners ETF 3.3 60 -8 7.5 +0.2
PXE Invesco Dynamic Energy Exploration & Production ETF 3.3 63 -11 3.5 -3.8
IEO iShares U.S. Oil & Gas Exploration & Production ETF 3.3 42 10 3.2 -4.0
SMDY Syntax Stratified MidCap ETF 3.3 35 17 5.2 -2.0
VHT Vanguard Health Care Index Fund 3.3 10 42 5.3 -2.0
SYE SPDR MFS Systematic Core Equity ETF 3.3 60 -8 0.0 -7.3
FHLC Fidelity MSCI Health Care Index ETF 3.3 8 44 5.2 -2.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 3.3 80 -28 5.3 -2.0
PSET Principal Price Setters Index ETF 3.3 15 37 4.9 -2.4
IXJ iShares Global Healthcare ETF 3.3 46 6 6.1 -1.2
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 3.2 17 35 4.9 -2.4
KCE SPDR S&P Capital Markets ETF 3.2 35 17 7.2 -0.0
VEGN US Vegan Climate ETF 3.2 60 -8 4.0 -3.2
PXI Invesco DWA Energy Momentum ETF 3.2 60 -8 0.5 -6.8
LOWC SPDR MSCI ACWI Low Carbon Target ETF 3.2 20 32 5.3 -2.0
QABA First Trust NASDAQ ABA Community Bank Index Fund 3.1 60 -8 6.9 -0.3
XSLV Invesco S&P SmallCap Low Volatility ETF 3.1 25 27 5.9 -1.3
IWR iShares Russell Midcap ETF 3.1 19 33 4.5 -2.8
VIG Vanguard Dividend Appreciation Index Fund 3.1 6 46 5.4 -1.9
PPH VanEck Vectors Pharmaceutical ETF 3.1 35 17 11.2 +4.0
PJP Invesco Dynamic Pharmaceuticals ETF 3.1 56 -4 9.3 +2.0
IHE iShares U.S. Pharmaceuticals ETF 3.1 42 10 6.9 -0.4
XPH SPDR S&P Pharmaceuticals ETF 3.1 35 17 5.1 -2.2
IEIH iShares Evolved U.S. Innovative Healthcare ETF 3.1 18 34 4.5 -2.8
IVLC Invesco US Large Cap Core ESG ETF 3.1 48 4 4.3 -3.0
BUZZ VanEck Vectors Social Sentiment ETF 3.0 75 -23 1.1 -6.2
ROSC Hartford Multifactor Small Cap ETF 3.0 34 18 7.6 +0.3
ECLN First Trust EIP Carbon Impact ETF 3.0 97 -45 3.3 -4.0
EWMC Invesco S&P MidCap 400 Equal Weight ETF 3.0 40 12 5.6 -1.7
IMCB iShares Morningstar Mid-Cap ETF 3.0 4 48 4.6 -2.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.0 4 48 4.6 -2.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 3.0 20 32 5.2 -2.1
JHSC John Hancock Multifactor Small Cap ETF 3.0 42 10 5.0 -2.2
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 2.9 69 -17 4.3 -3.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.9 30 22 4.4 -2.8
ISCV iShares Morningstar Small Cap Value ETF 2.9 6 46 5.6 -1.7
QUAL iShares MSCI Usa Quality Factor ETF 2.8 15 37 4.8 -2.4
VBR Vanguard Small Cap Value Index Fund 2.8 7 45 6.5 -0.8
FYX First Trust Small Cap Core AlphaDEX Fund 2.8 63 -11 5.9 -1.4
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 2.8 38 14 7.4 +0.1
IYF iShares U.S. Financials ETF 2.8 42 10 6.1 -1.1
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 2.8 64 -12 6.1 -1.1
TPLC Timothy Plan US Large Cap Core ETF 2.7 52 0 4.7 -2.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.7 75 -23 3.0 -4.3
PSCC Invesco S&P SmallCap Consumer Staples ETF 2.7 29 23 4.6 -2.7
WDNA WisdomTree BioRevolution Fund 2.6 45 7 -3.3 -10.6
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.6 60 -8 4.1 -3.1
RNSC Small Cap US Equity Select ETF 2.6 60 -8 6.3 -1.0
FSMD Fidelity Small-Mid Factor ETF 2.6 29 23 6.4 -0.9
RTH VanEck Vectors Retail ETF 2.6 35 17 5.1 -2.2
JHMM John Hancock Multifactor Mid Cap ETF 2.6 42 10 4.9 -2.3
VFQY Vanguard U.S. Quality Factor ETF 2.6 13 39 5.3 -1.9
FNX First Trust Mid Cap Core AlphaDEX Fund 2.6 60 -8 5.7 -1.6
CLRG IQ Chaikin U.S. Large Cap ETF 2.6 25 27 5.1 -2.1
PSC Principal U.S. Small Cap Index ETF 2.5 38 14 5.2 -2.0
ETHO Etho Climate Leadership U.S. ETF 2.5 48 4 3.8 -3.4
RNMC Mid Cap US Equity Select ETF 2.5 60 -8 6.3 -0.9
ISMD Inspire Small/Mid Cap Impact ETF 2.5 57 -5 4.7 -2.5
VFH Vanguard Financials Index Fund 2.4 10 42 6.7 -0.6
FNCL Fidelity MSCI Financials Index ETF 2.4 8 44 6.7 -0.6
SYG SPDR MFS Systematic Growth Equity ETF 2.4 60 -8 0.0 -7.3
PAWZ ProShares Pet Care ETF 2.4 50 2 2.3 -5.0
XLF Financial Select Sector SPDR Fund 2.4 12 40 6.4 -0.9
RYJ Invesco Raymond James SB-1 Equity ETF 2.4 76 -24 3.0 -4.2
XMHQ Invesco S&P MidCap Quality ETF 2.3 25 27 6.0 -1.2
FSMO Fidelity Small-Mid Cap Opportunities ETF 2.3 64 -12 5.4 -1.9
PEXL Pacer US Export Leaders ETF 2.3 60 -8 4.0 -3.3
NXTG First Trust Indxx NextG ETF 2.3 70 -18 5.3 -1.9
UFO Procure Space ETF 2.3 75 -23 2.9 -4.3
BFOR Barron's 400 ETF 2.3 70 -18 6.3 -1.0
WFH Direxion Work From Home ETF 2.3 45 7 5.1 -2.2
TDV ProShares S&P Technology Dividend Aristocrats ETF 2.3 46 6 4.8 -2.4
KOIN Innovation Shares NextGen Protocol ETF 2.3 95 -43 4.1 -3.1
AIQ Global X Future Analytics Tech ETF 2.3 68 -16 3.4 -3.8
XNTK SPDR NYSE Technology ETF 2.3 35 17 3.3 -3.9
MDY SPDR S&P Midcap 400 ETF Trust 2.2 23 29 5.5 -1.8
SPMD SPDR Portfolio Mid Cap ETF 2.2 5 47 5.6 -1.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.2 15 37 6.0 -1.3
AVUV Avantis U.S. Small Cap Value ETF 2.2 25 27 6.6 -0.6
MIDF iShares Edge MSCI Multifactor USA Mid-Cap ETF 2.2 25 27 7.0 -0.3
IJH iShares Core S&P Mid-Cap ETF 2.2 5 47 5.6 -1.6
TECB iShares US Tech Breakthrough Multisector ETF 2.2 40 12 3.7 -3.6
ZECP Zacks Earnings Consistent Portfolio ETF 2.2 55 -3 4.8 -2.4
HART IQ Healthy Hearts ETF 2.1 45 7 4.5 -2.8
FDWM Fidelity Women's Leadership ETF 2.1 59 -7 4.7 -2.6
ALTL Pacer Lunt Large Cap Alternator ETF 2.1 60 -8 5.1 -2.1
LIV Emles (a)Home ETF 2.1 49 3 3.1 -4.1
SPHB Invesco S&P 500 High Beta ETF 2.1 25 27 3.3 -3.9
AFSM First Trust Active Factor Small Cap ETF 2.1 77 -25 5.6 -1.6
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 2.1 68 -16 3.7 -3.5
IJS iShares S&P Small-cap 600 Value ETF 2.1 18 34 6.8 -0.5
SLYV SPDR S&P 600 Small Cap Value ETF 2.1 15 37 6.8 -0.5
DFAT Dimensional U.S. Targeted Value ETF 2.1 34 18 6.3 -0.9
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 2.0 30 22 6.6 -0.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.0 15 37 6.8 -0.4
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 2.0 12 40 5.6 -1.7
LSAF LeaderShares AlphaFactor US Core Equity ETF 2.0 75 -23 6.0 -1.2
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 2.0 35 17 6.5 -0.7
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 2.0 35 17 6.4 -0.8
IVOO Vanguard S&P Mid-Cap 400 ETF 2.0 10 42 5.7 -1.6
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 2.0 60 -8 7.1 -0.1
JHMT John Hancock Multifactor Technology ETF 2.0 40 12 4.4 -2.9
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 2.0 24 28 6.0 -1.2
IAI iShares U.S. Broker-Dealers ETF 1.9 42 10 6.7 -0.5
EGIS 2nd Vote Society Defended ETF 1.9 75 -23 6.1 -1.1
SSLY Syntax Stratified SmallCap ETF 1.9 40 12 5.2 -2.1
BLOK Amplify Transformational Data Sharing ETF 1.9 70 -18 0.5 -6.7
CSML IQ Chaikin U.S. Small Cap ETF 1.9 35 17 2.5 -4.8
SNSR Global X Internet of Things Thematic ETF 1.9 68 -16 3.4 -3.9
KBWP Invesco KBW Property & Casualty Insurance ETF 1.9 35 17 6.0 -1.3
ACSI American Customer Satisfaction Core Alpha ETF 1.9 66 -14 4.3 -2.9
BOUT Innovator IBD Breakout Opportunities ETF 1.9 80 -28 3.0 -4.3
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 1.9 50 2 2.7 -4.5
XT iShares Exponential Technologies ETF 1.9 47 5 4.7 -2.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.9 29 23 5.2 -2.0
HOMZ Hoya Capital Housing ETF 1.9 30 22 7.0 -0.3
KBWR Invesco KBW Regional Banking ETF 1.9 35 17 7.1 -0.1
SKYY First Trust Cloud Computing ETF 1.8 60 -8 2.3 -5.0
BKSE BNY Mellon US Small Cap Core Equity ETF 1.8 4 48 4.0 -3.2
FRAK VanEck Vectors Unconventional Oil & Gas ETF 1.8 54 -2 2.4 -4.9
ECOZ TrueMark ESG Active Opportunities ETF 1.8 58 -6 3.6 -3.7
THNQ ROBO Global Artificial Intelligence ETF 1.8 68 -16 1.8 -5.4
GENY Principal Millennials Index ETF 1.8 45 7 5.1 -2.2
VTWV Vanguard Russell 2000 Value Index Fund 1.8 15 37 4.0 -3.3
IWN iShares Russell 2000 Value ETF 1.8 24 28 3.7 -3.5
IEHS iShares Evolved U.S. Healthcare Staples ETF 1.8 18 34 4.9 -2.4
TPSC Timothy Plan US Small Cap Core ETF 1.8 52 0 6.1 -1.2
XMMO Invesco S&P MidCap Momentum ETF 1.7 34 18 6.3 -0.9
HIPR Direxion High Growth ETF 1.7 40 12 3.7 -3.6
NLR VanEck Vectors Uranium+Nuclear Energy ETF 1.7 61 -9 7.2 -0.1
FAN First Trust Global Wind Energy ETF 1.7 62 -10 5.2 -2.1
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 1.7 35 17 5.3 -2.0
PBSM Invesco PureBeta MSCI USA Small Cap ETF 1.7 6 46 4.2 -3.1
JHMI John Hancock Multifactor Industrials ETF 1.7 40 12 5.2 -2.1
CVY Invesco Zacks Multi-Asset Income ETF 1.6 94 -42 8.3 +1.1
VFLQ Vanguard U.S. Liquidity Factor ETF 1.6 13 39 2.9 -4.3
XHS SPDR S&P Health Care Services ETF 1.6 35 17 4.0 -3.2
DFND Siren DIVCON Dividend Defender ETF 1.6 144 -92 4.5 -2.8
CNCR Loncar Cancer Immunotherapy ETF 1.6 79 -27 -1.4 -8.7
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.6 60 -8 4.3 -2.9
DFAS Dimensional U.S. Small Cap ETF 1.6 34 18 5.0 -2.2
GERM ETFMG Treatments Testing and Advancements ETF 1.6 68 -16 -6.0 -13.2
VB Vanguard Small-Cap ETF 1.6 5 47 4.6 -2.7
JMOM JPMorgan U.S. Momentum Factor ETF 1.6 12 40 3.9 -3.3
FIDU Fidelity MSCI Industrials Index ETF 1.6 8 44 5.1 -2.2
VIS Vanguard Industrials Index Fund 1.6 10 42 4.7 -2.5
AVDR AVDR US LargeCap Leading ETF 1.5 60 -8 4.9 -2.4
FTRI First Trust Indxx Global Natural Resources Income ETF 1.5 70 -18 12.5 +5.3
WOOD iShares Global Timber & Forestry ETF 1.5 46 6 8.7 +1.5
CUT Invesco MSCI Global Timber ETF 1.5 61 -9 7.7 +0.5
IYM iShares U.S. Basic Materials ETF 1.5 43 9 6.8 -0.4
JHMA John Hancock Multifactor Materials ETF 1.5 40 12 6.6 -0.6
FMAT Fidelity MSCI Materials Index ETF 1.5 8 44 5.8 -1.4
SCHM Schwab U.S. Mid-Cap ETF 1.5 4 48 5.1 -2.2
FNDA Schwab Fundamental U.S. Small Co. Index ETF 1.5 25 27 5.3 -2.0
ISCB iShares Morningstar Small-Cap ETF 1.5 4 48 3.0 -4.3
RCD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 1.5 40 12 4.1 -3.1
SDG iShares Sustainable MSCI Global Impact ETF 1.5 49 3 7.1 -0.2
LYFE 2nd Vote Life Neutral Plus ETF 1.5 75 -23 6.1 -1.2
FXZ First Trust Materials AlphaDEX Fund 1.5 67 -15 7.8 +0.6
VAW Vanguard Materials Index Fund 1.5 10 42 5.8 -1.5
RTM Invesco S&P 500 Equal Weight Materials ETF 1.5 40 12 5.6 -1.7
XLB Materials Select Sector SPDR Fund 1.5 12 40 5.3 -2.0
IYJ iShares U.S. Industrials ETF 1.5 42 10 4.8 -2.5
ABEQ Absolute Core Strategy ETF 1.5 88 -36 4.4 -2.8
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 1.4 70 -18 3.3 -4.0
RYT Invesco S&P 500 Equal Weight Technology ETF 1.4 40 12 5.5 -1.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.4 7 45 3.7 -3.5
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 1.4 17 35 4.1 -3.1
XTN SPDR S&P Transportation ETF 1.4 35 17 2.2 -5.1
SUBZ Roundhill Streaming Services & Technology ETF 1.4 75 -23 -1.3 -8.5
PBJ Invesco Dynamic Food & Beverage ETF 1.4 63 -11 5.5 -1.8
SCHA Schwab U.S. Small-Cap ETF 1.4 4 48 3.9 -3.3
IUSS Invesco Strategic US Small Company ETF 1.4 23 29 4.6 -2.7
XSHQ Invesco S&P SmallCap Quality ETF 1.4 29 23 6.1 -1.2
ARKG ARK Genomic Revolution ETF 1.3 75 -23 -2.8 -10.0
SVAL iShares US Small Cap Value Factor ETF 1.3 20 32 8.0 +0.7
IWY iShares Russell Top 200 Growth ETF 1.3 20 32 4.1 -3.2
VNMC Natixis Vaughan Nelson Mid Cap ETF 1.3 85 -33 6.1 -1.2
EES WisdomTree SmallCap Earnings Fund 1.3 38 14 7.9 +0.6
SPGP Invesco S&P 500 GARP ETF 1.3 34 18 6.1 -1.1
XLI Industrial Select Sector SPDR Fund 1.3 12 40 5.0 -2.3
EXI iShares Global Industrials ETF 1.3 46 6 4.9 -2.4
RGI Invesco S&P 500 Equal Weight Industrials ETF 1.3 40 12 3.8 -3.4
PZLG Puzzle Mature Growth 1.3 10 42 3.8 -3.5
IYW iShares U.S. Technology ETF 1.3 43 9 3.9 -3.4
XJH iShares ESG Screened S&P Mid-Cap ETF 1.3 12 40 5.7 -1.5
QTUM Defiance Quantum ETF 1.3 40 12 4.9 -2.3
IYG iShares US Financial Services ETF 1.2 42 10 5.7 -1.5
XLK Technology Select Sector SPDR Fund 1.2 12 40 4.6 -2.6
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.2 15 37 6.2 -1.1
VONG Vanguard Russell 1000 Growth Index Fund 1.2 8 44 3.9 -3.4
AIEQ AI Powered Equity ETF 1.2 80 -28 0.8 -6.4
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.2 5 47 6.0 -1.2
SFYX Sofi Next 500 ETF 1.2 0 52 4.7 -2.6
IWF iShares Russell 1000 Growth ETF 1.2 19 33 3.7 -3.5
IJR iShares Core S&P Small Cap ETF 1.2 6 46 6.0 -1.3
SLY SPDR S&P 600 Small Cap ETF 1.2 15 37 5.9 -1.3
KROP Global X AgTech & Food Innovation ETF 1.1 50 2 3.4 -3.8
SQLV Legg Mason Small-Cap Quality Value 1.1 62 -10 6.8 -0.5
PQSV PGIM QMA Strategic Alpha Small-Cap Value ETF 1.1 29 23 1.6 -5.7
FXH First Trust Health Care AlphaDEX Fund 1.1 61 -9 5.1 -2.1
VIOO Vanguard S&P Small-Cap 600 ETF 1.1 10 42 6.0 -1.3
SMMD iShares Russell 2500 ETF 1.1 15 37 4.9 -2.3
BLES Inspire Global Hope Large Cap ETF 1.1 52 0 5.2 -2.1
ICLN iShares Global Clean Energy ETF 1.1 46 6 4.5 -2.7
VGT Vanguard Information Technology Index Fund 1.1 10 42 4.3 -3.0
FTEC Fidelity MSCI Information Technology Index ETF 1.1 8 44 4.3 -3.0
IETC iShares Evolved U.S. Technology ETF 1.1 18 34 3.8 -3.5
SDIV Global X SuperDividend ETF 1.0 59 -7 15.2 +7.9
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 1.0 40 12 5.5 -1.8
XJR iShares ESG Screened S&P Small-Cap ETF 1.0 12 40 5.9 -1.4
LEAD Siren DIVCON Leaders Dividend ETF 1.0 43 9 5.4 -1.8
XOUT GraniteShares XOUT U.S. Large Cap ETF 1.0 60 -8 4.1 -3.2
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 1.0 47 5 0.8 -6.4
CLMA iClima Global Decarbonization Transition Leaders ETF 1.0 65 -13 2.0 -5.3
IXN iShares Global Tech ETF 1.0 46 6 4.0 -3.2
XRT SPDR S&P Retail ETF 1.0 35 17 5.0 -2.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.0 35 17 4.4 -2.9
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 1.0 58 -6 4.1 -3.1
VOOG Vanguard S&P 500 Growth ETF 1.0 10 42 4.1 -3.2
FTC First Trust Large Cap Growth AlphaDEX Fund 0.9 60 -8 2.7 -4.5
SPYG SPDR Portfolio S&P 500 Growth ETF 0.9 4 48 4.1 -3.1
IVW iShares S&P 500 Growth ETF 0.9 18 34 4.0 -3.3
PSCI Invesco S&P SmallCap Industrials ETF 0.9 29 23 5.6 -1.7
SHLD Victoryshares Protect America ETF 0.9 60 -8 6.9 -0.3
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.9 15 37 6.1 -1.2
IUSG iShares Core S&P US Growth ETF 0.9 4 48 4.1 -3.1
ITB iShares U.S. Home Construction ETF 0.9 42 10 9.4 +2.2
IGM iShares Expanded Tech Sector ETF 0.9 46 6 3.6 -3.6
VTWO Vanguard Russell 2000 Index Fund 0.9 10 42 2.3 -5.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.9 39 13 6.2 -1.1
JOET Virtus Terranova US Quality Momentum ETF 0.9 29 23 4.4 -2.8
IWM iShares Russell 2000 ETF 0.9 19 33 2.1 -5.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.9 20 32 4.5 -2.8
FTXD First Trust Nasdaq Retail ETF 0.9 60 -8 4.9 -2.4
VXF Vanguard Extended Market Index Fund 0.9 6 46 2.5 -4.8
MXI iShares Global Materials ETF 0.9 45 7 5.9 -1.4
CALF Pacer US Small Cap Cash Cows 100 ETF 0.8 59 -7 8.8 +1.6
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.8 35 17 6.8 -0.4
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.8 63 -11 6.4 -0.9
SMLE Xtrackers S&P SmallCap 600 ESG ETF 0.8 15 37 6.1 -1.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.8 39 13 3.9 -3.3
ACIO Aptus Collared Income Opportunity ETF 0.8 79 -27 3.7 -3.6
IEDI iShares Evolved U.S. Discretionary Spending ETF 0.8 18 34 3.8 -3.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.7 9 43 3.3 -4.0
IXG iShares Global Financials ETF 0.7 46 6 7.4 +0.2
ACWF iShares MSCI Global Multifactor ETF 0.7 35 17 7.7 +0.4
IYT iShares Transportation Average ETF 0.7 42 10 2.4 -4.8
NUSC Nuveen ESG Small-Cap ETF 0.6 40 12 3.9 -3.3
SPMO Invesco S&P 500 Momentum ETF 0.6 13 39 4.8 -2.4
ADME Aptus Drawdown Managed Equity ETF 0.6 79 -27 3.7 -3.5
PSCF Invesco S&P SmallCap Financials ETF 0.6 29 23 8.3 +1.1
FXL First Trust Technology AlphaDEX Fund 0.6 61 -9 4.5 -2.7
XSW SPDR S&P Software & Services ETF 0.6 35 17 3.2 -4.0
MVPS Amplify Thematic All-Stars ETF 0.5 49 3 1.6 -5.6
TMFC Motley Fool 100 Index ETF 0.5 50 2 3.2 -4.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.5 63 -11 2.3 -4.9
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 0.5 21 31 3.1 -4.1
KOMP SPDR Kensho New Economies Composite ETF 0.5 20 32 1.5 -5.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.4 65 -13 0.9 -6.4
IWP iShares Russell Mid-Cap Growth ETF 0.4 24 28 2.6 -4.7
IJK iShares S&P Mid-Cap 400 Growth ETF 0.4 17 35 4.4 -2.8
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.4 15 37 4.4 -2.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.4 15 37 4.5 -2.8
QGRO American Century STOXX U.S. Quality Growth ETF 0.3 29 23 3.5 -3.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.3 39 13 4.7 -2.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.3 60 -8 4.8 -2.5
FBCG Fidelity Blue Chip Growth ETF 0.3 59 -7 1.8 -5.4
QRMI Global X NASDAQ 100 Risk Managed Income ETF 0.3 60 -8 3.7 -3.6
NUSI Nationwide Risk-Managed Income ETF 0.3 68 -16 3.6 -3.7
QTR Global X NASDAQ 100 Tail Risk ETF 0.3 60 -8 3.6 -3.7
QQQM Invesco NASDAQ 100 ETF 0.3 15 37 3.9 -3.3
QQQ Invesco QQQ Trust 0.3 20 32 3.9 -3.4
QCLR Global X NASDAQ 100 Collar 95-110 ETF 0.3 60 -8 3.6 -3.6
QYLD Global X NASDAQ 100 Covered Call ETF 0.3 60 -8 3.6 -3.7
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 0.3 60 -8 3.5 -3.7
IEME iShares Evolved U.S. Media & Entertainment ETF 0.3 18 34 5.2 -2.1
CLOU Global X Cloud Computing ETF 0.2 68 -16 0.8 -6.5
JSTC Adasina Social Justice All Cap Global ETF 0.2 89 -37 4.4 -2.8
IMCG iShares Morningstar Mid-Cap Growth ETF 0.2 6 46 3.0 -4.3
ISCG iShares Morningstar Small-Cap Growth ETF 0.2 6 46 0.3 -6.9
PQSG PGIM QMA Strategic Alpha Small-Cap Growth ETF 0.2 29 23 2.3 -5.0
XLY Consumer Discretionary Select Sector SPDR Fund 0.2 12 40 3.4 -3.8
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.1 8 44 3.7 -3.5
JSML Janus Henderson Small Cap Growth Alpha ETF 0.1 30 22 5.6 -1.7
VCR Vanguard Consumer Discretionary Index Fund 0.1 10 42 3.7 -3.6
IYC iShares U.S. Consumer Services ETF 0.1 43 9 2.9 -4.4
PRNT The 3D Printing ETF 0.1 66 -14 -2.0 -9.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.1 30 22 5.4 -1.9
RXI iShares Global Consumer Discretionary ETF 0.1 46 6 3.9 -3.4
BMED BlackRock Future Health ETF 0.1 85 -33 -0.3 -7.6
PSCM Invesco S&P SmallCap Materials ETF 0.1 29 23 6.0 -1.3
ILCG iShares Morningstar Growth ETF 0.0 4 48 3.2 -4.0
VTWG Vanguard Russell 2000 Growth Index Fund 0.0 15 37 0.4 -6.9
IWO iShares Russell 2000 Growth ETF 0.0 24 28 0.2 -7.1
AMZA InfraCap MLP ETF 0.0 201 -149 3.2 -4.1

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

  2016 2017 2018 2019 2020 2021E 2022E
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
  2020 2021E 2022E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
Invesco High Yield Equity Dividend Achievers 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 12.2 %
Divided by: Fwd. P/BV 1.6 x
Less: Expense ratio 52 bp
Equals: ALTAR Score 7.3 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.74 CATEGORY
AVERAGE
1.49
 
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.