Invesco High Yield Equity Dividend Achievers ETF
ALTAR
Score™		 9.4% info Recommen-
dation		 SPECULATIVE
2024E    2025E
P/E
ratio		 12.5x P/Sales
ratio		 0.9x
P/BV
ratio		 1.3x Div.
yield		 5.5%


  • 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) $1,191
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) $37,109
Large cap (>$10bn) 54.0%
Mid cap ($2-10bn) 33.3%
Small cap (<$2bn) 12.7%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
ALTRIA GROUP INC 3.8 %
LEGGETT & PLATT INC 3.1 %
UNIVERSAL CORP/VA 2.8 %
FIRST INTERSTATE BANCSYS/MT 2.7 %
WALGREENS BOOTS ALLIANCE INC 2.7 %
VERIZON COMMUNICATIONS INC 2.6 %
3M CO 2.5 %
UGI CORP 2.5 %
TRUIST FINANCIAL CORPORATION 2.4 %
PFIZER INC 2.4 %
Total 27.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 95.8 %
BRITAIN 1.9 %
IRELAND 1.9 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-1.1% 9.9% 7.8% 9.8% 5.9%

Market Correlations
versus... Beta R-squared
S&P500 0.69 51%
MSCI EAFE 0.78 59%
MSCI Emg. Mkts. 0.54 31%

Technical Indicators
Recent close $20.00
30d moving avg. $19.59
Annualized volatility 17.2%
Short interest (ETF) 0.0%
Short interest (Underlying) 2.2%
Relative strength (RSI) 69

Liquidity measures
Avg. volume (thou.) 255
Turnover 0.4%
Bid/Ask (% of price) 0.05%
ADV underlying (mns) $10,197

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 700 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™: 9.4%


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 34.6 36 16 9.5 +0.1
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 33.3 30 22 9.1 -0.3
DVY iShares Select Dividend ETF 32.3 38 14 9.1 -0.3
SPYD SPDR Portfolio S&P 500 High Dividend ETF 29.5 7 45 9.4 +0.0
FDL First Trust Morningstar Dividend Leaders Index Fund 29.1 45 7 9.7 +0.4
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 23.7 27 25 8.4 -1.0
DIV Global X SuperDividend US ETF 23.2 45 7 7.8 -1.5
DHS WisdomTree U.S. High Dividend Fund 23.2 38 14 8.8 -0.6
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 22.6 38 14 8.3 -1.1
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 22.6 35 17 8.3 -1.0
SPDV AAM S&P 500 High Dividend Value ETF 22.5 29 23 10.5 +1.1
SCHD Schwab US Dividend Equity ETF 21.1 6 46 9.6 +0.3
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 20.9 50 2 7.9 -1.5
RDIV Invesco S&P Ultra Dividend Revenue ETF 20.4 39 13 10.6 +1.2
WBIY WBI Power Factor High Dividend ETF 20.2 100 -48 11.0 +1.6
TMDV ProShares Russell US Dividend Growers ETF 19.1 35 17 6.5 -2.9
JHDV John Hancock U.S. High Dividend ETF 18.6 34 18 6.5 -2.9
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 18.5 40 12 6.6 -2.7
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 17.4 15 37 7.0 -2.4
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 16.7 35 17 9.0 -0.3
SMDV ProShares Russell 2000 Dividend Growers ETF 14.6 40 12 7.2 -2.1
GCOW Pacer Global Cash Cows Dividend ETF 14.4 60 -8 13.6 +4.3
NUDV Nuveen ESG Dividend ETF 14.4 26 26 7.5 -1.9
MDLV Morgan Dempsey Large Cap Value ETF 14.3 58 -6 8.6 -0.8
SDY SPDR S&P Dividend ETF 14.3 35 17 6.3 -3.1
DEW WisdomTree Global High Dividend Fund 14.1 58 -6 9.1 -0.3
QDIV Global X S&P 500 Quality Dividend ETF 13.9 20 32 8.6 -0.7
HDV iShares Core High Dividend ETF 13.6 8 44 8.1 -1.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 13.1 56 -4 6.3 -3.1
RPV Invesco S&P 500 Pure Value ETF 13.0 35 17 9.9 +0.5
NULV Nuveen ESG Large-Cap Value ETF 12.8 26 26 7.1 -2.2
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 12.5 40 12 6.0 -3.4
FDVV Fidelity High Dividend ETF 12.4 15 37 8.9 -0.4
DURA VanEck Durable High Dividend ETF 12.2 29 23 7.3 -2.1
DIVB iShares Core Dividend ETF 11.9 5 47 8.0 -1.4
SPVU Invesco S&P 500 Enhanced Value ETF 11.9 13 39 9.1 -0.2
COWZ Pacer US Cash Cows 100 ETF 11.8 49 3 11.0 +1.6
VSDA VictoryShares Dividend Accelerator ETF 11.8 35 17 6.1 -3.3
ONEY SPDR Russell 1000 Yield Focus ETF 11.7 20 32 10.0 +0.6
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 11.7 49 3 10.5 +1.1
WDIV SPDR S&P Global Dividend ETF 11.4 40 12 10.2 +0.9
IAT iShares U.S. Regional Banks ETF 11.1 40 12 10.7 +1.3
VLUE iShares MSCI USA Value Factor ETF 11.1 15 37 10.7 +1.3
FDRR Fidelity Dividend ETF for Rising Rates 11.0 15 37 7.9 -1.4
VYM Vanguard High Dividend Yield Index ETF 11.0 6 46 7.3 -2.0
RSPF Invesco S&P 500 Equal Weight Financials ETF 11.0 40 12 7.1 -2.3
FLOW Global X U.S. Cash Flow Kings 100 ETF 10.7 25 27 11.1 +1.7
SHRY First Trust Bloomberg Shareholder Yield ETF 10.6 60 -8 6.9 -2.4
STXV Strive 1000 Value ETF 10.6 18 34 7.8 -1.6
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 10.5 40 12 6.8 -2.5
FDIV MarketDesk Focused U.S. Dividend ETF 10.3 35 17 8.8 -0.6
KBWB Invesco KBW Bank ETF 10.1 35 17 9.1 -0.2
CVAR Cultivar ETF 10.0 87 -35 6.9 -2.4
KBE SPDR S&P Bank ETF 10.0 35 17 11.2 +1.8
FUNL CornerCap Fundametrics Large-Cap ETF 10.0 50 2 7.0 -2.4
IFRA iShares U.S. Infrastructure ETF 9.8 30 22 6.3 -3.1
AUSF Global X Adaptive U.S. Factor ETF 9.7 27 25 9.0 -0.4
DIVY Sound Equity Dividend Income ETF 9.5 45 7 10.5 +1.1
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 9.5 29 23 6.1 -3.3
MOAT VanEck Morningstar Wide Moat ETF 9.5 46 6 6.3 -3.1
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 9.4 30 22 12.3 +3.0
PY Principal Value ETF 9.3 15 37 7.5 -1.8
EVUS iShares ESG Aware MSCI USA Value ETF 9.2 18 34 6.7 -2.7
EQWL Invesco S&P 100 Equal Weight ETF 9.2 25 27 6.8 -2.6
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 9.2 15 37 10.1 +0.8
DVND Touchstone Dividend Select ETF 9.1 67 -15 6.4 -3.0
XMLV Invesco S&P MidCap Low Volatility ETF 9.0 25 27 6.8 -2.5
PRF Invesco FTSE RAFI US 1000 ETF 9.0 39 13 7.3 -2.1
IYK iShares U.S. Consumer Staples ETF 8.9 40 12 6.4 -2.9
TOKE Cambria Cannabis ETF 8.8 42 10 -6.2 -15.6
FTA First Trust Large Cap Value AlphaDEX Fund 8.8 59 -7 8.2 -1.2
IWX iShares Russell Top 200 Value ETF 8.8 20 32 6.5 -2.9
NOBL ProShares S&P 500 Dividend Aristocrats ETF 8.7 35 17 6.0 -3.4
FTXO First Trust Nasdaq Bank ETF 8.7 60 -8 10.3 +0.9
VDC Vanguard Consumer Staples ETF 8.5 10 42 6.0 -3.4
JAVA JPMorgan Active Value ETF 8.4 44 8 6.3 -3.0
XLP Consumer Staples Select Sector SPDR Fund 8.4 9 43 5.9 -3.5
SPVM Invesco S&P 500 Value with Momentum ETF 8.4 39 13 8.4 -1.0
DIVZ TrueShares Low Volatility Equity Income ETF 8.4 65 -13 8.6 -0.8
MGV Vanguard Mega Cap Value ETF 8.3 7 45 6.8 -2.5
RFDA RiverFront Dynamic US Dividend Advantage ETF 8.3 52 0 6.3 -3.0
PFM Invesco Dividend Achievers ETF 8.3 53 -1 5.7 -3.7
VTV Vanguard Value ETF 8.2 4 48 7.0 -2.4
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 8.2 15 37 5.6 -3.8
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 8.2 8 44 5.9 -3.4
DIVL Madison Dividend Value ETF 8.1 65 -13 6.1 -3.3
VLU SPDR S&P 1500 Value Tilt ETF 8.1 12 40 7.1 -2.2
SPHB Invesco S&P 500 High Beta ETF 8.0 25 27 5.0 -4.4
FNDX Schwab Fundamental US Large Co. Index ETF 7.9 25 27 7.1 -2.3
IVE iShares S&P 500 Value ETF 7.9 18 34 6.6 -2.8
VFVA Vanguard U.S. Value Factor ETF 7.9 13 39 10.6 +1.2
SPYV SPDR Portfolio S&P 500 Value ETF 7.9 4 48 6.7 -2.6
DFLV Dimensional US Large Cap Value ETF 7.7 22 30 7.8 -1.6
IUSV iShares Core S&P US Value ETF 7.6 4 48 6.8 -2.6
FLV American Century Focused Large Cap Value ETF 7.6 42 10 6.5 -2.9
ICAP InfraCap Equity Income Fund ETF 7.6 171 -119 6.8 -2.6
JVAL JPMorgan U.S. Value Factor ETF 7.6 12 40 8.4 -1.0
FNDB Schwab Fundamental US Broad Market Index ETF 7.5 25 27 7.1 -2.3
EQUL IQ Engender Equality ETF 7.4 45 7 6.8 -2.6
SCHV Schwab U.S. Large-Cap Value ETF 7.4 4 48 6.7 -2.7
AIVL WisdomTree U.S. AI Enhanced Value Fund 7.4 38 14 6.7 -2.6
VONV Vanguard Russell 1000 Value ETF 7.4 8 44 6.7 -2.7
DTD WisdomTree U.S. Total Dividend Fund 7.3 28 24 6.5 -2.8
KRE SPDR S&P Regional Banking ETF 7.3 35 17 11.6 +2.2
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 7.3 35 17 7.2 -2.2
ITAN Sparkline Intangible Value ETF 7.3 50 2 6.2 -3.2
IMCV iShares Morningstar Mid-Cap Value ETF 7.3 6 46 7.9 -1.4
ILCV iShares Morningstar Value ETF 7.3 4 48 6.7 -2.7
PZLD Puzzle Divdend Leaders 7.3 0 52 7.5 -1.8
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 7.3 15 37 6.9 -2.4
IWD iShares Russell 1000 Value ETF 7.2 19 33 6.6 -2.8
DLN WisdomTree U.S. LargeCap Dividend Fund 7.2 28 24 6.2 -3.1
ROE Astoria US Quality Kings ETF 7.1 49 3 8.1 -1.2
FXU First Trust Utilities AlphaDEX Fund 7.1 64 -12 6.2 -3.2
FVD First Trust Value Line Dividend Index Fund 6.9 65 -13 6.0 -3.4
RWL Invesco S&P 500 Revenue ETF 6.9 39 13 6.6 -2.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 6.9 60 -8 4.1 -5.3
DFUV Dimensional US Marketwide Value ETF 6.8 22 30 7.6 -1.7
FUTY Fidelity MSCI Utilities Index ETF 6.8 8 44 6.3 -3.1
VPU Vanguard Utilities ETF 6.8 10 42 6.2 -3.1
DJD Invesco Dow Jones Industrial Average Dividend ETF 6.8 7 45 8.5 -0.8
EDOW First Trust Dow 30 Equal Weight ETF 6.8 50 2 6.0 -3.4
MAGA Point Bridge America First ETF 6.7 72 -20 6.3 -3.1
FAB First Trust Multi Cap Value AlphaDEX Fund 6.7 67 -15 9.2 -0.1
VOE Vanguard Mid-Cap Value ETF 6.7 7 45 7.4 -2.0
DON WisdomTree U.S. MidCap Dividend Fund 6.7 38 14 8.6 -0.8
QVAL Alpha Architect US Quantitative Value ETF 6.6 39 13 11.1 +1.8
HKND Humankind US Stock ETF 6.6 11 41 7.0 -2.4
SMRI Bushido Capital US Equity ETF 6.6 71 -19 10.2 +0.9
DSTL Distillate US Fundamental Stability & Value ETF 6.6 39 13 7.8 -1.5
DES WisdomTree U.S. SmallCap Dividend Fund 6.5 38 14 8.1 -1.2
CHGX AXS Change Finance ESG ETF 6.5 49 3 5.1 -4.3
BGIG Bahl & Gaynor Income Growth ETF 6.5 45 7 5.3 -4.1
GDVD R3 Global Dividend Growth ETF 6.4 88 -36 5.8 -3.6
PUI Invesco Dorsey Wright Utilities Momentum ETF 6.3 60 -8 6.2 -3.2
VALQ American Century U.S. Quality Value ETF 6.3 29 23 7.4 -1.9
ESGS Columbia U.S. ESG Equity Income ETF 6.3 35 17 6.3 -3.1
IUS Invesco RAFI Strategic US ETF 6.3 19 33 7.3 -2.1
SIXL ETC 6 Meridian Low Beta Equity ETF 6.3 80 -28 5.1 -4.3
KXI iShares Global Consumer Staples ETF 6.2 41 11 5.6 -3.8
USVT US Value ETF 6.2 49 3 11.3 +1.9
SUSA iShares MSCI USA ESG Select ETF 6.2 25 27 5.4 -4.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 6.1 19 33 6.5 -2.8
AVLV Avantis U.S. Large Cap Value ETF 6.1 15 37 7.5 -1.9
RSPE Invesco ESG S&P 500 Equal Weight ETF 6.1 20 32 6.4 -3.0
WTV WisdomTree US Value Fund of Benef Interest 6.1 12 40 8.7 -0.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 6.1 18 34 6.3 -3.0
DGRO iShares Core Dividend Growth ETF 6.1 8 44 6.5 -2.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 6.0 18 34 7.6 -1.8
OUSA ALPS O'Shares U.S. Quality Dividend ETF 6.0 48 4 6.2 -3.2
RSPU Invesco S&P 500 Equal Weight Utilities ETF 6.0 40 12 6.5 -2.9
XPH SPDR S&P Pharmaceuticals ETF 6.0 35 17 5.1 -4.3
FGD First Trust Dow Jones Global Select Dividend Index Fund 5.9 56 -4 13.9 +4.5
SNPV Xtrackers S&P 500 Value ESG ETF 5.9 15 37 6.8 -2.6
XTL SPDR S&P Telecom ETF 5.9 35 17 6.6 -2.8
IHE iShares U.S. Pharmaceuticals ETF 5.9 40 12 8.3 -1.1
DFNL Davis Select Financial ETF 5.8 63 -11 6.8 -2.5
IYF iShares U.S. Financials ETF 5.8 40 12 6.3 -3.1
REVS Columbia Research Enhanced Value ETF 5.8 19 33 7.7 -1.7
KRMA Global X Conscious Companies ETF 5.7 43 9 5.8 -3.6
GSPY Gotham Enhanced 500 ETF 5.7 50 2 5.3 -4.1
RSP Invesco S&P 500 Equal Weight ETF 5.7 20 32 6.2 -3.1
QABA First Trust NASDAQ ABA Community Bank Index Fund 5.7 60 -8 9.7 +0.3
FXO First Trust Financials AlphaDEX Fund 5.7 62 -10 9.2 -0.1
PWV Invesco Large Cap Value ETF 5.6 55 -3 7.6 -1.8
EPS WisdomTree U.S. LargeCap Fund 5.6 8 44 6.3 -3.1
HDUS Hartford Disciplined US Equity ETF 5.6 19 33 6.2 -3.2
NULC Nuveen ESG Large-Cap ETF 5.6 21 31 5.5 -3.9
SSPY Syntax Stratified LargeCap ETF 5.6 30 22 6.5 -2.9
FTXH First Trust Nasdaq Pharmaceuticals ETF 5.6 60 -8 9.1 -0.2
SPMV Invesco S&P 500 Minimum Variance ETF 5.5 10 42 5.6 -3.7
GVLU Gotham 1000 Value ETF 5.5 50 2 7.4 -1.9
SIXA ETC 6 Meridian Mega Cap Equity ETF 5.5 80 -28 5.7 -3.7
ZIG Acquirers Fund 5.5 84 -32 14.1 +4.8
SMOT VanEck Morningstar SMID Moat ETF 5.5 49 3 6.3 -3.0
FVAL Fidelity Value Factor ETF 5.4 15 37 7.5 -1.9
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 5.4 80 -28 6.5 -2.8
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 5.4 25 27 5.8 -3.6
RAFE PIMCO RAFI ESG U.S. ETF 5.4 29 23 7.2 -2.2
SPLV Invesco S&P 500 Low Volatility ETF 5.4 25 27 5.7 -3.7
ALTL Pacer Lunt Large Cap Alternator ETF 5.3 60 -8 5.3 -4.0
FLLV Franklin U.S. Low Volatility ETF 5.3 29 23 5.9 -3.5
KBWR Invesco KBW Regional Banking ETF 5.2 35 17 10.5 +1.1
FXG First Trust Consumer Staples AlphaDEX Fund 5.1 63 -11 6.5 -2.9
SYLD Cambria Shareholder Yield ETF 5.1 59 -7 11.5 +2.2
TPHE Timothy Plan High Dividend Stock Enhanced ETF 5.1 54 -2 6.2 -3.2
SPXT ProShares S&P 500 Ex-Technology ETF 5.0 9 43 5.7 -3.7
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 5.0 20 32 4.5 -4.8
TTAC FCF US Quality ETF 5.0 59 -7 6.5 -2.8
TPHD Timothy Plan High Dividend Stock ETF 5.0 52 0 6.2 -3.1
ESGU iShares ESG Aware MSCI USA ETF 5.0 15 37 5.2 -4.2
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 5.0 15 37 7.3 -2.1
VFMV Vanguard U.S. Minimum Volatility ETF 5.0 13 39 5.4 -4.0
XLF Financial Select Sector SPDR Fund 5.0 9 43 6.0 -3.4
ULVM VictoryShares US Value Momentum ETF 4.9 20 32 7.4 -1.9
FEX First Trust Large Cap Core AlphaDEX Fund 4.9 59 -7 5.6 -3.8
IYG iShares US Financial Services ETF 4.9 40 12 5.8 -3.6
RFV Invesco S&P Midcap 400 Pure Value ETF 4.9 35 17 8.8 -0.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.9 9 43 6.0 -3.4
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 4.9 69 -17 8.3 -1.0
WOMN Impact Shares YWCA Women's Empowerment ETF 4.9 75 -23 4.9 -4.5
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 4.9 29 23 9.1 -0.2
QUS SPDR MSCI USA StrategicFactors ETF 4.9 15 37 6.0 -3.3
SPGP Invesco S&P 500 GARP ETF 4.8 34 18 8.5 -0.9
QDF FlexShares Quality Dividend Index Fund 4.8 37 15 5.0 -4.3
SAGP Strategas Global Policy Opportunities ETF 4.8 65 -13 4.5 -4.9
QDEF FlexShares Quality Dividend Defensive Index Fund 4.8 37 15 4.8 -4.5
ONEV SPDR Russell 1000 Low Volatility Focus ETF 4.8 20 32 8.0 -1.4
NUMV Nuveen ESG Mid-Cap Value ETF 4.8 31 21 7.4 -2.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4.8 29 23 6.3 -3.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 4.8 65 -13 3.8 -5.5
PPH VanEck Pharmaceutical ETF 4.7 36 16 8.8 -0.5
VOOV Vanguard S&P 500 Value ETF 4.7 10 42 5.5 -3.8
NACP Impact Shares NAACP Minority Empowerment ETF 4.7 49 3 5.0 -4.4
FNK First Trust Mid Cap Value AlphaDEX Fund 4.7 70 -18 9.2 -0.2
CFA VictoryShares US 500 Volatility Wtd ETF 4.7 35 17 6.0 -3.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 4.6 40 12 5.9 -3.5
EQAL Invesco Russell 1000 Equal Weight ETF 4.6 20 32 6.0 -3.4
UDI USCF Dividend Income Fund 4.6 65 -13 7.4 -1.9
HART IQ Healthy Hearts ETF 4.5 45 7 5.3 -4.0
IDU iShares U.S. Utilities ETF 4.5 40 12 5.5 -3.8
EUSA iShares MSCI USA Equal Weighted ETF 4.5 9 43 6.1 -3.2
AFLG First Trust Active Factor Large Cap ETF 4.5 55 -3 6.2 -3.2
FDWM Fidelity Women's Leadership ETF 4.5 59 -7 4.8 -4.6
LRND IQ U.S. Large Cap R&D Leaders ETF 4.5 14 38 6.3 -3.1
GDIV Harbor Dividend Growth Leaders ETF 4.4 50 2 6.0 -3.4
RECS Columbia Research Enhanced Core ETF 4.4 15 37 5.6 -3.8
FYT First Trust Small Cap Value AlphaDEX Fund 4.4 73 -21 11.7 +2.4
VFH Vanguard Financials ETF 4.4 10 42 6.4 -2.9
VSLU Applied Finance Valuation Large Cap ETF 4.4 49 3 6.0 -3.3
KBWD Invesco KBW High Dividend Yield Financial ETF 4.4 384 -332 8.5 -0.9
FNCL Fidelity MSCI Financials Index ETF 4.4 8 44 6.5 -2.9
DYNF BlackRock U.S. Equity Factor Rotation ETF 4.4 30 22 4.7 -4.7
DUHP Dimensional US High Profitability ETF 4.3 21 31 7.0 -2.4
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 4.3 30 22 8.0 -1.4
FXH First Trust Health Care AlphaDEX Fund 4.3 62 -10 7.1 -2.3
PJP Invesco Pharmaceuticals ETF 4.3 57 -5 7.4 -1.9
SIZE iShares MSCI USA Size Factor ETF 4.2 15 37 6.0 -3.4
TIME Clockwise Core Equity & Innovation ETF 4.2 95 -43 2.0 -7.4
TDIV First Trust NASDAQ Technology Dividend Index Fund 4.2 50 2 5.8 -3.5
COWS Amplify Cash Flow Dividend Leaders ETF 4.2 0 52 10.6 +1.2
IYH iShares U.S. Healthcare ETF 4.1 40 12 6.2 -3.1
VHT Vanguard Health Care ETF 4.1 10 42 5.7 -3.7
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.1 70 -18 5.0 -4.4
FHLC Fidelity MSCI Health Care Index ETF 4.1 8 44 5.9 -3.5
DIP BTD Capital Fund 4.1 129 -77 5.0 -4.4
XLC Communication Services Select Sector SPDR Fund 4.1 9 43 6.8 -2.5
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 4.1 40 12 8.6 -0.8
USMV iShares MSCI USA Min Vol Factor ETF 4.1 15 37 6.1 -3.3
NDIV Amplify Natural Resources Dividend Income ETF 4.1 59 -7 9.7 +0.3
RBLD First Trust Alerian US NextGen Infrastructure ETF 4.1 65 -13 5.1 -4.2
MEDX Horizon Kinetics Medical ETF 4.1 85 -33 -0.2 -9.5
XLV Health Care Select Sector SPDR Fund 4.1 9 43 7.1 -2.2
IJJ iShares S&P Mid-Cap 400 Value ETF 4.1 18 34 8.2 -1.1
MDYV SPDR S&P 400 Mid Cap Value ETF 4.1 15 37 8.2 -1.1
FOVL iShares Focused Value Factor ETF 4.0 25 27 10.1 +0.8
DGT SPDR Global Dow ETF 4.0 50 2 6.7 -2.7
SHE SPDR MSCI USA Gender Diversity ETF 4.0 20 32 5.0 -4.4
OEF iShares S&P 100 ETF 4.0 20 32 5.0 -4.4
RSPN Invesco S&P 500 Equal Weight Industrials ETF 4.0 40 12 3.8 -5.6
DIA SPDR Dow Jones Industrial Average ETF Trust 4.0 16 36 5.8 -3.5
FCOM Fidelity MSCI Communication Services Index ETF 4.0 8 44 4.8 -4.5
VIRS Pacer BioThreat Strategy ETF 3.9 70 -18 6.0 -3.4
XLU Utilities Select Sector SPDR Fund 3.9 9 43 6.3 -3.1
FLDZ RiverNorth Patriot ETF 3.9 75 -23 5.8 -3.6
JEPI JPMorgan Equity Premium Income ETF 3.9 35 17 5.3 -4.1
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 3.9 75 -23 7.8 -1.6
AVUS Avantis U.S. Equity ETF 3.9 15 37 6.0 -3.3
IWS iShares Russell Mid-Cap Value ETF 3.9 23 29 6.6 -2.8
DFNV Donoghue Forlines Innovation ETF 3.9 69 -17 5.0 -4.4
JHML John Hancock Multifactor Large Cap ETF 3.8 29 23 5.6 -3.7
SUSL iShares ESG MSCI USA Leaders ETF 3.8 10 42 5.1 -4.2
VOO Vanguard S&P 500 ETF 3.8 3 49 5.3 -4.0
ACVF American Conservative Values ETF 3.8 75 -23 4.4 -5.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.8 24 28 8.0 -1.4
IMCB iShares Morningstar Mid-Cap ETF 3.8 4 48 6.1 -3.2
LCF Touchstone US Large Cap Focused ETF 3.8 69 -17 4.5 -4.8
WLDR Affinity World Leaders Equity ETF 3.8 67 -15 8.5 -0.9
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 3.8 32 20 5.2 -4.2
HLAL Wahed FTSE USA Shariah ETF 3.8 50 2 5.0 -4.4
VOX Vanguard Communication Services ETF 3.8 10 42 5.1 -4.2
EQRR ProShares Equities for Rising Rates ETF 3.8 35 17 7.8 -1.6
SFY SoFi Select 500 ETF 3.7 0 52 5.2 -4.2
IVV iShares Core S&P 500 ETF 3.7 3 49 5.3 -4.1
SPY SPDR S&P 500 ETF Trust 3.7 9 43 5.2 -4.2
SPLG SPDR Portfolio S&P 500 ETF 3.7 2 50 5.3 -4.1
CGUS Capital Group Core Equity ETF 3.7 33 19 4.7 -4.7
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 3.7 60 -8 5.0 -4.3
IWL iShares Russell Top 200 ETF 3.7 15 37 5.0 -4.4
VUSE Vident U.S. Equity Strategy ETF 3.7 50 2 3.6 -5.8
MGC Vanguard Mega Cap ETF 3.7 7 45 5.1 -4.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 3.6 20 32 5.1 -4.3
VV Vanguard Large-Cap ETF 3.6 4 48 5.2 -4.1
ROUS Hartford Multifactor US Equity ETF 3.6 19 33 6.4 -2.9
JQUA JPMorgan U.S. Quality Factor ETF 3.6 12 40 5.7 -3.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 3.6 10 42 5.2 -4.2
ILCB iShares Morningstar U.S. Equity ETF 3.6 3 49 5.3 -4.1
PBUS Invesco MSCI USA ETF 3.6 4 48 5.3 -4.1
STRV Strive 500 ETF 3.6 5 47 5.2 -4.2
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 3.6 3 49 5.4 -3.9
DFAU Dimensional US Core Equity Market ETF 3.6 12 40 5.4 -4.0
XLG Invesco S&P 500 Top 50 ETF 3.5 20 32 4.7 -4.7
VO Vanguard Mid-Cap ETF 3.5 4 48 5.8 -3.5
SNPE Xtrackers S&P 500 ESG ETF 3.5 10 42 5.3 -4.1
SCHX Schwab U.S. Large-Cap ETF 3.5 3 49 5.3 -4.1
DSI iShares MSCI KLD 400 Social ETF 3.5 25 27 5.1 -4.2
IYY iShares Dow Jones U.S. ETF 3.5 20 32 5.1 -4.3
VONE Vanguard Russell 1000 ETF 3.5 8 44 5.2 -4.1
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 3.5 60 -8 8.0 -1.3
IXJ iShares Global Healthcare ETF 3.5 42 10 6.1 -3.3
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 3.5 42 10 7.5 -1.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 3.5 7 45 5.2 -4.2
SPXN ProShares S&P 500 Ex-Financials ETF 3.5 9 43 5.3 -4.1
IWB iShares Russell 1000 ETF 3.5 15 37 5.1 -4.2
CSA VictoryShares US Small Cap Volatility Wtd ETF 3.5 35 17 7.6 -1.8
RDVY First Trust Rising Dividend Achievers ETF 3.5 50 2 9.6 +0.2
RSPM Invesco S&P 500 Equal Weight Materials ETF 3.5 40 12 7.6 -1.8
IYM iShares U.S. Basic Materials ETF 3.5 40 12 6.7 -2.6
FXZ First Trust Materials AlphaDEX Fund 3.5 61 -9 10.2 +0.9
DFUS Dimensional U.S. Equity ETF 3.5 9 43 5.1 -4.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 3.5 2 50 5.3 -4.1
DFAC Dimensional U.S. Core Equity 2 ETF 3.5 17 35 5.7 -3.7
SCHK Schwab 1000 Index ETF 3.5 5 47 5.3 -4.1
KRUZ Unusual Whales Subversive Republican Trading ETF 3.4 75 -23 4.9 -4.4
VOTE TCW Transform 500 ETF 3.4 5 47 5.2 -4.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 3.4 25 27 5.7 -3.7
SPXV ProShares S&P 500 Ex-Health Care ETF 3.4 9 43 5.1 -4.2
FCPI Fidelity Stocks for Inflation ETF 3.4 15 37 8.6 -0.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 3.4 7 45 5.2 -4.2
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 3.4 12 40 5.5 -3.9
CZA Invesco Zacks Mid-Cap ETF 3.4 72 -20 6.3 -3.0
VTHR Vanguard Russell 3000 ETF 3.4 10 42 5.1 -4.3
BKLC BNY Mellon US Large Cap Core Equity ETF 3.4 0 52 5.3 -4.1
VTI Vanguard Total Stock Market ETF 3.4 3 49 5.1 -4.3
WCEO Hypatia Women CEO ETF 3.4 85 -33 5.2 -4.2
IWV iShares Russell 3000 ETF 3.4 20 32 5.0 -4.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 3.4 3 49 5.1 -4.2
SCHB Schwab U.S. Broad Market ETF 3.4 3 49 5.2 -4.2
XLI Industrial Select Sector SPDR Fund 3.4 9 43 4.4 -5.0
FLQL Franklin LibertyQ U.S. Equity ETF 3.4 15 37 6.0 -3.3
ECLN First Trust EIP Carbon Impact ETF 3.3 96 -44 5.3 -4.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3.3 11 41 5.2 -4.1
ISCV iShares Morningstar Small Cap Value ETF 3.3 6 46 8.1 -1.2
LRGF iShares U.S. Equity Factor ETF 3.3 8 44 5.8 -3.5
FMIL Fidelity New Millennium ETF 3.3 59 -7 4.3 -5.1
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 3.3 79 -27 6.2 -3.1
IOO iShares Global 100 ETF 3.3 41 11 4.8 -4.6
VRAI Virtus Real Asset Income ETF 3.3 55 -3 8.6 -0.8
USXF iShares ESG Advanced MSCI USA ETF 3.3 10 42 5.2 -4.2
TPSC Timothy Plan US Small Cap Core ETF 3.3 52 0 7.6 -1.7
VFQY Vanguard U.S. Quality Factor ETF 3.3 13 39 7.2 -2.2
FBCV Fidelity Blue Chip Value ETF 3.2 59 -7 7.1 -2.3
USMC Principal U.S. Mega-Cap ETF 3.2 12 40 5.0 -4.4
RVRB Reverb ETF 3.2 30 22 5.0 -4.4
HAPI Harbor Human Capital Factor US Large Cap ETF 3.2 36 16 4.8 -4.6
ISHP First Trust Nasdaq Retail ETF 3.2 60 -8 3.2 -6.2
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 3.2 20 32 5.1 -4.3
RNSC Furst Trust Small Cap US Equity Select ETF 3.1 60 -8 8.4 -0.9
IWN iShares Russell 2000 Value ETF 3.1 24 28 5.6 -3.8
RSPH Invesco S&P 500 Equal Weight Health Care ETF 3.1 40 12 7.3 -2.0
VTWV Vanguard Russell 2000 Value ETF 3.1 15 37 5.8 -3.6
QWLD SPDR MSCI World StrategicFactors ETF 3.1 30 22 6.1 -3.3
RNMC First Trust Mid Cap US Equity Select ETF 3.1 60 -8 7.9 -1.5
KCE SPDR S&P Capital Markets ETF 3.1 35 17 7.2 -2.2
FLRG Fidelity U.S. Multifactor ETF 3.1 15 37 7.7 -1.6
VIS Vanguard Industrials ETF 3.1 10 42 4.5 -4.9
DEUS Xtrackers Russell US Multifactor ETF 3.1 17 35 7.1 -2.3
PRNT 3D Printing ETF 3.1 66 -14 -4.1 -13.4
SPXE ProShares S&P 500 Ex-Energy ETF 3.1 9 43 5.3 -4.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 3.1 14 38 5.4 -4.0
MBOX Freedom Day Dividend ETF 3.1 39 13 7.7 -1.7
FIDU Fidelity MSCI Industrial Index ETF 3.1 8 44 4.7 -4.6
STXK Strive Small-Cap ETF 3.1 18 34 5.5 -3.8
XLB Materials Select Sector SPDR Fund 3.1 9 43 5.8 -3.6
VOOG Vanguard S&P 500 Growth ETF 3.0 10 42 5.5 -3.9
QVML Invesco S&P 500 QVM Multi-factor ETF 3.0 11 41 5.2 -4.2
HLGE Hartford Longevity Economy ETF 3.0 44 8 6.6 -2.8
NANC Unusual Whales Subversive Democratic Trading ETF 3.0 75 -23 3.8 -5.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 3.0 29 23 7.4 -2.0
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 3.0 60 -8 9.5 +0.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 3.0 15 37 7.6 -1.8
SIXS ETC 6 Meridian Small Cap Equity ETF 3.0 89 -37 9.0 -0.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 2.9 47 5 5.9 -3.4
XSLV Invesco S&P SmallCap Low Volatility ETF 2.9 25 27 6.9 -2.5
IXP iShares Global Comm Services ETF 2.9 42 10 5.3 -4.0
CATH Global X S&P 500 Catholic Values Custom ETF 2.9 29 23 5.1 -4.2
IXG iShares Global Financials ETF 2.9 42 10 6.8 -2.5
FNX First Trust Mid Cap Core AlphaDEX Fund 2.8 60 -8 6.0 -3.3
VAW Vanguard Materials ETF 2.8 10 42 6.5 -2.9
IWR iShares Russell Midcap ETF 2.8 19 33 5.7 -3.7
IYJ iShares U.S. Industrials ETF 2.8 40 12 4.8 -4.5
JXI iShares Global Utilities ETF 2.8 43 9 6.7 -2.7
SPHQ Invesco S&P 500 Quality ETF 2.8 15 37 5.4 -4.0
DGRW WisdomTree US Quality Dividend Growth Fund 2.8 28 24 6.2 -3.2
IQRA IQ CBRE Real Assets ETF 2.8 65 -13 5.9 -3.5
FQAL Fidelity Quality Factor ETF 2.8 15 37 5.9 -3.5
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 2.8 48 4 5.6 -3.8
VBR Vanguard Small Cap Value ETF 2.8 7 45 8.2 -1.2
XRT SPDR S&P Retail ETF 2.7 35 17 8.8 -0.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.7 10 42 5.4 -4.0
FMAT Fidelity MSCI Materials Index ETF 2.7 8 44 6.6 -2.8
RWK Invesco S&P MidCap 400 Revenue ETF 2.7 39 13 8.7 -0.7
TOK iShares MSCI Kokusai ETF 2.7 26 26 5.3 -4.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.7 45 7 4.7 -4.7
JHMM John Hancock Multifactor Mid Cap ETF 2.7 42 10 6.6 -2.8
BKSE BNY Mellon US Small Cap Core Equity ETF 2.7 4 48 5.7 -3.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.7 9 43 5.8 -3.5
FYX First Trust Small Cap Core AlphaDEX Fund 2.6 61 -9 7.2 -2.2
DFSV Dimensional US Small Cap Value ETF 2.6 31 21 8.9 -0.5
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.6 60 -8 6.4 -2.9
XVV iShares ESG Screened S&P 500 ETF 2.6 8 44 5.1 -4.3
ESGG FlexShares STOXX Global ESG Select Index Fund 2.6 42 10 5.1 -4.2
KNCT Invesco Next Gen Connectivity ETF 2.6 40 12 5.9 -3.5
AGQI First Trust Active Global Quality Income ETF 2.6 85 -33 5.8 -3.5
IYZ iShares U.S. Telecommunications ETF 2.6 40 12 8.3 -1.1
ABEQ Absolute Select Value ETF 2.6 85 -33 4.7 -4.7
WFH Direxion Work From Home ETF 2.6 45 7 0.0 -9.4
QLC FlexShares US Quality Large Cap Index Fund 2.6 25 27 5.6 -3.8
KOKU Xtrackers MSCI Kokusai Equity ETF 2.6 9 43 5.5 -3.9
ONEO SPDR Russell 1000 Momentum Focus ETF 2.5 20 32 7.1 -2.2
URTH iShares MSCI World ETF 2.5 24 28 5.4 -4.0
TINT ProShares Smart Materials ETF 2.5 58 -6 5.6 -3.7
ESGV Vanguard ESG U.S. Stock ETF 2.5 9 43 5.1 -4.3
EXI iShares Global Industrials ETF 2.5 42 10 4.7 -4.7
ETHO Etho Climate Leadership U.S. ETF 2.5 47 5 4.1 -5.3
SQEW LeaderShares Equity Skew ETF 2.5 81 -29 6.1 -3.3
APUE ActivePassive U.S. Equity ETF 2.5 45 7 5.0 -4.4
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 2.5 12 40 7.3 -2.0
ACSI American Customer Satisfaction ETF 2.5 65 -13 4.9 -4.4
YLDE ClearBridge Dividend Strategy ESG ETF 2.4 60 -8 5.4 -3.9
SMDY Syntax Stratified MidCap ETF 2.4 35 17 6.3 -3.1
WRND IQ Global Equity R&D Leaders ETF 2.4 18 34 7.2 -2.2
GLIF AGF Global Infrastructure ETF 2.4 45 7 5.5 -3.9
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.4 9 43 5.0 -4.3
FSST Fidelity Sustainable U.S. Equity ETF 2.4 59 -7 4.9 -4.4
ACWV iShares MSCI Global Min Vol Factor ETF 2.4 20 32 6.7 -2.7
VIG Vanguard Dividend Appreciation ETF 2.3 6 46 5.8 -3.6
FDLO Fidelity Low Volatility Factor ETF 2.3 15 37 5.5 -3.9
CGDV Capital Group Dividend Value ETF 2.3 33 19 5.8 -3.6
DFSU Dimensional US Sustainability Core 1 ETF 2.3 18 34 5.7 -3.7
EZM WisdomTree U.S. MidCap Fund 2.3 38 14 8.1 -1.2
ACWI iShares MSCI ACWI ETF 2.3 32 20 5.5 -3.9
QLV FlexShares US Quality Low Volatility Index Fund 2.3 22 30 5.2 -4.2
USMF WisdomTree U.S. Multifactor Fund 2.3 28 24 6.9 -2.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.2 25 27 6.1 -3.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.2 9 43 5.7 -3.6
DSMC Distillate Small/Mid Cash Flow ETF 2.2 55 -3 11.8 +2.4
VEGN US Vegan Climate ETF 2.2 60 -8 4.7 -4.7
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.2 35 17 7.5 -1.9
UTES Virtus Reaves Utilities ETF 2.2 49 3 5.7 -3.7
VT Vanguard Total World Stock ETF 2.1 7 45 5.8 -3.5
MOTG VanEck Morningstar Global Wide Moat ETF 2.1 52 0 5.8 -3.6
BUZZ VanEck Social Sentiment ETF 2.1 75 -23 -0.7 -10.0
JHSC John Hancock Multifactor Small Cap ETF 2.1 42 10 6.2 -3.2
DFAS Dimensional U.S. Small Cap ETF 2.1 26 26 6.0 -3.4
SVAL iShares US Small Cap Value Factor ETF 2.0 20 32 11.4 +2.1
GLRY Inspire Faithward Mid Cap Momentum ETF 2.0 80 -28 8.0 -1.4
SCHM Schwab U.S. Mid-Cap ETF 2.0 4 48 6.3 -3.0
MDY SPDR S&P Midcap 400 ETF Trust 2.0 23 29 6.8 -2.6
QUAL iShares MSCI USA Quality Factor ETF 2.0 15 37 5.5 -3.9
IJS iShares S&P Small-Cap 600 Value ETF 2.0 18 34 9.3 -0.0
CNRG SPDR S&P Kensho Clean Power ETF 2.0 45 7 -7.5 -16.8
SLYV SPDR S&P 600 Small Cap Value ETF 2.0 15 37 9.4 0.0
IVOO Vanguard S&P Mid-Cap 400 ETF 2.0 10 42 6.9 -2.4
GLOF iShares Global Equity Factor ETF 2.0 20 32 7.1 -2.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.0 20 32 5.6 -3.8
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 2.0 3 49 7.0 -2.4
HOMZ Hoya Capital Housing ETF 2.0 30 22 8.1 -1.2
IJH iShares Core S&P Mid-Cap ETF 1.9 5 47 6.9 -2.4
YALL God Bless America ETF 1.9 65 -13 3.6 -5.8
SMCP AlphaMark Actively Managed Small Cap ETF 1.9 90 -38 6.8 -2.5
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 1.9 60 -8 8.0 -1.4
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.9 15 37 8.7 -0.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.9 15 37 7.1 -2.3
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.9 29 23 8.1 -1.2
FNDA Schwab Fundamental US Small Co. Index ETF 1.9 25 27 6.8 -2.5
EMLP First Trust North American Energy Infrastructure Fund 1.8 95 -43 5.4 -4.0
ISMD Inspire Small/Mid Cap ETF 1.8 54 -2 6.1 -3.3
SCAP InfraCap Small Cap Income ETF 1.8 135 -83 7.2 -2.1
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.8 17 35 5.4 -3.9
IAK iShares U.S. Insurance ETF 1.8 40 12 6.3 -3.1
KIE SPDR S&P Insurance ETF 1.8 35 17 6.7 -2.7
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 1.8 75 -23 4.9 -4.5
DFAT Dimensional U.S. Targeted Value ETF 1.8 28 24 8.2 -1.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.8 75 -23 4.7 -4.7
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.8 58 -6 5.4 -4.0
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.8 52 0 5.4 -4.0
ECML Euclidean Fundamental Value ETF 1.8 95 -43 8.7 -0.7
XMVM Invesco S&P MidCap Value with Momentum ETF 1.8 39 13 10.8 +1.4
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 1.7 46 6 5.6 -3.8
DUSA Davis Select U.S. Equity ETF 1.7 61 -9 7.2 -2.2
SSLY Syntax Stratified SmallCap ETF 1.7 40 12 7.5 -1.9
FXD First Trust Consumer Discretionary AlphaDEX Fund 1.7 61 -9 5.0 -4.4
ISCB iShares Morningstar Small-Cap ETF 1.7 4 48 5.3 -4.0
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.7 15 37 7.4 -1.9
FIVG Defiance Next Gen Connectivity ETF 1.7 30 22 6.7 -2.6
GDOC Goldman Sachs Future Health Care Equity ETF 1.7 75 -23 3.2 -6.2
CANC Tema Oncology ETF 1.7 75 -23 -4.4 -13.8
AGNG Global X Aging Population ETF 1.7 50 2 4.1 -5.2
FSMD Fidelity Small-Mid Multifactor ETF 1.7 15 37 7.6 -1.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.7 4 48 6.1 -3.2
IWM iShares Russell 2000 ETF 1.7 19 33 3.6 -5.8
VTWO Vanguard Russell 2000 ETF 1.7 10 42 3.9 -5.5
POWA Invesco Bloomberg Pricing Power ETF 1.7 40 12 5.1 -4.3
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 1.7 40 12 4.3 -5.0
RUFF Alpha Dog ETF 1.7 94 -42 4.8 -4.6
XOP SPDR S&P Oil & Gas Exploration & Production ETF 1.7 35 17 10.0 +0.6
IGE iShares North American Natural Resources ETF 1.7 41 11 6.4 -3.0
FTXN First Trust Nasdaq Oil & Gas ETF 1.7 60 -8 7.1 -2.2
DRLL Strive U.S. Energy ETF 1.7 41 11 6.4 -2.9
IXC iShares Global Energy ETF 1.7 44 8 8.2 -1.2
FXN First Trust Energy AlphaDEX Fund 1.7 62 -10 3.4 -6.0
FTWO Strive FAANG 2.0 ETF 1.7 49 3 4.7 -4.6
IYE iShares U.S. Energy ETF 1.7 40 12 6.5 -2.8
HAP VanEck Natural Resources ETF 1.7 50 2 9.5 +0.1
FENY Fidelity MSCI Energy Index ETF 1.7 8 44 6.8 -2.5
GNR SPDR S&P Global Natural Resources ETF 1.7 40 12 9.2 -0.2
PXI Invesco Dorsey Wright Energy Momentum ETF 1.7 60 -8 7.2 -2.1
LNGG Roundhill Alerian LNG ETF 1.7 65 -13 8.5 -0.8
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.7 46 6 8.8 -0.6
NANR SPDR S&P North American Natural Resources ETF 1.7 35 17 6.6 -2.7
RSPG Invesco S&P 500 Equal Weight Energy ETF 1.7 40 12 7.2 -2.2
VDE Vanguard Energy ETF 1.7 10 42 6.8 -2.6
XLE Energy Select Sector SPDR Fund 1.7 9 43 6.9 -2.4
FILL iShares MSCI Global Energy Producers ETF 1.7 39 13 9.0 -0.4
SCHA Schwab U.S. Small-Cap ETF 1.7 4 48 4.9 -4.5
TPYP Tortoise North American Pipeline Fund 1.7 40 12 5.3 -4.0
RNEW VanEck Green Infrastructure ETF 1.6 45 7 -0.4 -9.8
IVEG iShares Emergent Food and AgTech Multisector ETF 1.6 47 5 8.3 -1.1
FTXG First Trust Nasdaq Food & Beverage ETF 1.6 60 -8 6.3 -3.0
GURU Global X Guru Index ETF 1.6 75 -23 2.5 -6.8
KROP Global X AgTech & Food Innovation ETF 1.6 50 2 4.7 -4.7
SHPP Pacer Industrials and Logistics ETF 1.6 60 -8 8.9 -0.5
FTXR First Trust Nasdaq Transportation ETF 1.6 60 -8 5.1 -4.3
IPDP Dividend Performers ETF 1.6 122 -70 4.9 -4.5
IYT iShares US Transportation ETF 1.6 40 12 2.1 -7.2
XTN SPDR S&P Transportation ETF 1.6 35 17 1.0 -8.4
SUPL ProShares Supply Chain Logistics ETF 1.6 58 -6 13.1 +3.7
SEA U.S. Global Sea to Sky Cargo ETF 1.6 60 -8 24.1 +14.7
VFMF Vanguard U.S. Multifactor ETF 1.6 18 34 8.7 -0.7
VB Vanguard Small-Cap ETF 1.6 5 47 5.4 -4.0
AVSC Avantis U.S Small Cap Equity ETF 1.6 25 27 5.4 -3.9
OALC OneAscent Large Cap Core ETF 1.6 86 -34 5.9 -3.5
DEMZ Democratic Large Cap Core ETF 1.6 45 7 4.2 -5.2
FTCS First Trust Capital Strength ETF 1.6 55 -3 5.6 -3.8
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.6 15 37 8.2 -1.1
RTH VanEck Retail ETF 1.6 35 17 6.0 -3.3
RAYD Rayliant Quantitative Developed Market Equity ETF 1.6 80 -28 4.5 -4.9
SXQG ETC 6 Meridian Quality Growth ETF 1.6 100 -48 4.4 -4.9
TMFM Motley Fool Mid-Cap Growth ETF 1.5 85 -33 3.3 -6.0
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.5 50 2 4.7 -4.6
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.5 36 16 11.1 +1.7
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.5 61 -9 -4.0 -13.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.5 7 45 5.7 -3.6
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.5 60 -8 5.6 -3.8
CGGO Capital Group Global Growth Equity ETF 1.5 47 5 4.3 -5.1
MXI iShares Global Materials ETF 1.5 41 11 6.6 -2.7
VIOO Vanguard S&P Small-Cap 600 ETF 1.5 10 42 7.8 -1.6
TDV ProShares S&P Technology Dividend Aristocrats ETF 1.4 45 7 6.1 -3.2
RSPT Invesco S&P 500 Equal Weight Technology ETF 1.4 40 12 5.6 -3.8
LVOL American Century Low Volatility ETF 1.4 29 23 5.3 -4.1
IWTR iShares MSCI Water Management Multisector ETF 1.4 47 5 4.8 -4.5
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.4 39 13 9.4 +0.1
PRAY FIS Christian Stock Fund 1.4 69 -17 5.9 -3.5
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 1.4 45 7 6.2 -3.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.4 20 32 6.7 -2.6
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.4 3 49 8.2 -1.1
IJR iShares Core S&P Small Cap ETF 1.4 6 46 8.2 -1.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.4 49 3 4.8 -4.6
TMFC Motley Fool 100 Index ETF 1.3 50 2 4.0 -5.4
CNCR Range Cancer Therapeutics ETF 1.3 79 -27 -32.7 -42.0
XJH iShares ESG Screened S&P Mid-Cap ETF 1.3 12 40 6.8 -2.5
SFYX SoFi Next 500 ETF 1.3 0 52 5.6 -3.8
GDEF Goldman Sachs Defensive Equity ETF 1.2 55 -3 4.4 -5.0
AFMC First Trust Active Factor Mid Cap ETF 1.2 65 -13 7.5 -1.9
BSVO EA Bridgeway Omni Small-Cap Value ETF 1.2 47 5 9.8 +0.4
BFOR ALPS Barron's 400 ETF 1.2 65 -13 6.6 -2.8
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.2 25 27 8.8 -0.5
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.2 68 -16 1.1 -8.2
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.2 75 -23 3.8 -5.6
NUSC Nuveen ESG Small-Cap ETF 1.2 31 21 5.2 -4.2
XJR iShares ESG Screened S&P Small-Cap ETF 1.2 12 40 7.7 -1.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.1 15 37 6.4 -2.9
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.1 15 37 4.9 -4.5
GINN Goldman Sachs Innovate Equity ETF 1.1 52 0 2.7 -6.7
MJ ETFMG Alternative Harvest ETFMG Alternative Harvest 1.1 75 -23 -35.0 -44.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.1 12 40 5.1 -4.3
PSCI Invesco S&P SmallCap Industrials ETF 1.1 29 23 6.0 -3.3
AIEQ AI Powered Equity ETF 1.1 75 -23 6.1 -3.3
PSC Principal U.S. Small-Cap ETF 1.1 38 14 6.6 -2.8
SRHQ SRH U.S. Quality ETF 1.1 35 17 8.0 -1.4
FXL First Trust Technology AlphaDEX Fund 1.1 61 -9 4.1 -5.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.1 24 28 7.8 -1.6
SFYF SoFi Social 50 ETF 1.1 29 23 -2.6 -12.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.0 10 42 4.8 -4.5
CAML Congress Large Cap Growth ETF 1.0 66 -14 3.5 -5.9
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 1.0 61 -9 6.2 -3.2
MOTE VanEck Morningstar ESG Moat ETF 1.0 49 3 5.2 -4.2
ZECP Zacks Earnings Consistent Portfolio ETF 1.0 55 -3 5.0 -4.4
VXF Vanguard Extended Market ETF 1.0 6 46 3.9 -5.4
ROSC Hartford Multifactor Small Cap ETF 1.0 34 18 10.1 +0.8
BLOK Amplify Transformational Data Sharing ETF 1.0 75 -23 1.1 -8.2
DBLV AdvisorShares DoubleLine Value Equity ETF 1.0 90 -38 7.5 -1.9
XT iShares Exponential Technologies ETF 1.0 46 6 3.9 -5.5
XSHQ Invesco S&P SmallCap Quality ETF 1.0 29 23 10.1 +0.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.0 9 43 4.0 -5.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.0 15 37 6.9 -2.4
EES WisdomTree U.S. SmallCap Fund 1.0 38 14 10.3 +1.0
BLES Inspire Global Hope ETF 0.9 61 -9 6.3 -3.1
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.9 38 14 6.7 -2.6
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.9 10 42 4.9 -4.5
JSTC Adasina Social Justice All Cap Global ETF 0.9 89 -37 4.8 -4.6
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 0.9 58 -6 4.8 -4.6
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 0.9 35 17 5.4 -3.9
GERM ETFMG Treatments Testing and Advancements ETF 0.9 68 -16 -6.6 -15.9
LRGE ClearBridge Large Cap Growth ESG ETF 0.9 59 -7 3.4 -6.0
ADME Aptus Drawdown Managed Equity ETF 0.9 79 -27 4.3 -5.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.9 15 37 6.3 -3.1
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.9 12 40 4.5 -4.9
IEDI iShares U.S. Consumer Focused ETF 0.9 18 34 5.0 -4.4
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.9 15 37 4.7 -4.6
BTEC Principal Healthcare Innovators ETF 0.8 42 10 -5.3 -14.6
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.8 65 -13 8.4 -1.0
SMMD iShares Russell 2500 ETF 0.8 15 37 6.0 -3.4
SLYG SPDR S&P 600 Small Cap Growth ETF 0.8 15 37 7.1 -2.3
IJT iShares S&P Small-Cap 600 Growth ETF 0.8 18 34 7.0 -2.3
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.8 35 17 4.8 -4.6
FYC First Trust Small Cap Growth AlphaDEX Fund 0.8 71 -19 0.9 -8.5
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 23 5.2 -4.2
SMLF iShares U.S. SmallCap Equity Factor ETF 0.8 15 37 5.8 -3.6
PSCF Invesco S&P SmallCap Financials ETF 0.8 29 23 10.2 +0.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.8 39 13 8.9 -0.5
KLDW Knowledge Leaders Developed World ETF 0.7 75 -23 4.9 -4.5
HELX Franklin Genomic Advancements ETF 0.7 50 2 1.7 -7.7
STXD Strive 1000 Dividend Growth ETF 0.7 35 17 5.5 -3.9
AFSM First Trust Active Factor Small Cap ETF 0.7 75 -23 7.6 -1.7
WDNA WisdomTree BioRevolution Fund 0.7 45 7 -4.5 -13.9
VAMO Cambria Value & Momentum ETF 0.6 61 -9 9.6 +0.3
SQLV Royce Quant Small-Cap Quality Value ETF 0.6 60 -8 9.0 -0.3
CACG ClearBridge All Cap Growth ESG ETF 0.6 54 -2 3.4 -5.9
KOMP SPDR S&P Kensho New Economies Composite ETF 0.6 20 32 2.1 -7.3
NXTG First Trust Indxx NextG ETF 0.6 70 -18 6.0 -3.4
ESIX SPDR S&P SmallCap 600 ESG ETF 0.6 12 40 7.8 -1.6
ACTV LeaderShares Activist Leaders ETF 0.5 75 -23 8.1 -1.3
IYC iShares U.S. Consumer Discretionary ETF 0.5 40 12 3.8 -5.6
IBUY Amplify Online Retail ETF 0.5 65 -13 1.8 -7.6
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.5 39 13 4.5 -4.8
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.5 35 17 10.5 +1.1
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.5 40 12 4.1 -5.2
SMLE Xtrackers S&P SmallCap 600 ESG ETF 0.5 15 37 7.6 -1.8
QGRO American Century U.S. Quality Growth ETF 0.5 29 23 5.8 -3.6
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.5 35 17 7.2 -2.2
XLY Consumer Discretionary Select Sector SPDR Fund 0.4 9 43 5.1 -4.3
AVUV Avantis U.S. Small Cap Value ETF 0.4 25 27 10.0 +0.7
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.4 60 -8 6.7 -2.7
VCR Vanguard Consumer Discretionary ETF 0.4 10 42 4.7 -4.7
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.4 8 44 4.9 -4.5
TTAI FCF International Quality ETF 0.4 59 -7 7.4 -2.0
IMCG iShares Morningstar Mid-Cap Growth ETF 0.3 6 46 4.3 -5.1
ITB iShares U.S. Home Construction ETF 0.3 40 12 10.8 +1.5
TXS Texas Capital Texas Equity Index ETF 0.3 49 3 5.6 -3.8
IETC iShares U.S. Tech Independence Focused ETF 0.3 18 34 4.4 -4.9
IWY iShares Russell Top 200 Growth ETF 0.3 20 32 4.9 -4.5
VFMO Vanguard U.S. Momentum Factor ETF 0.3 13 39 2.8 -6.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.3 70 -18 1.8 -7.5
BTHM BlackRock Future U.S. Themes ETF 0.3 60 -8 4.3 -5.1
IWF iShares Russell 1000 Growth ETF 0.3 19 33 4.7 -4.7
VONG Vanguard Russell 1000 Growth ETF 0.3 8 44 4.8 -4.5
BIBL Inspire 100 ETF 0.3 35 17 4.8 -4.5
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 31 3.9 -5.5
PAVE Global X U.S. Infrastructure Development ETF 0.3 47 5 5.7 -3.7
XLK Technology Select Sector SPDR Fund 0.3 9 43 5.2 -4.1
RXI iShares Global Consumer Discretionary ETF 0.3 41 11 5.5 -3.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.3 64 -12 2.1 -7.3
IVW iShares S&P 500 Growth ETF 0.2 18 34 4.5 -4.9
SPYG SPDR Portfolio S&P 500 Growth ETF 0.2 4 48 4.6 -4.8
IYW iShares U.S. Technology ETF 0.2 40 12 4.5 -4.9
IUSG iShares Core S&P U.S. Growth ETF 0.2 4 48 4.6 -4.7
IWP iShares Russell Mid-Cap Growth ETF 0.2 23 29 3.8 -5.5
VGT Vanguard Information Technology ETF 0.2 10 42 4.7 -4.7
JMOM JPMorgan U.S. Momentum Factor ETF 0.2 12 40 4.8 -4.5
IGM iShares Expanded Tech Sector ETF 0.2 41 11 4.5 -4.9
FTEC Fidelity MSCI Information Technology Index ETF 0.2 8 44 4.8 -4.6
ANEW ProShares MSCI Transformational Changes ETF 0.2 45 7 3.3 -6.0
IXN iShares Global Tech ETF 0.2 41 11 4.3 -5.0
IWO iShares Russell 2000 Growth ETF 0.2 24 28 1.4 -7.9
VTWG Vanguard Russell 2000 Growth ETF 0.2 15 37 1.7 -7.6
QQMG Invesco ESG NASDAQ 100 ETF 0.2 20 32 4.7 -4.6
VBK Vanguard Small-Cap Growth ETF 0.1 7 45 1.5 -7.9
QQQM Invesco NASDAQ 100 ETF 0.1 15 37 4.7 -4.7
QQQ Invesco QQQ Trust Series I 0.1 20 32 4.6 -4.7
ISCG iShares Morningstar Small-Cap Growth ETF 0.1 6 46 2.5 -6.9
IGPT Invesco AI and Next Gen Software ETF 0.1 60 -8 3.8 -5.6
TEQI T. Rowe Price Equity Income ETF 0.1 54 -2 4.1 -5.3
ILCG iShares Morningstar Growth ETF 0.1 4 48 4.1 -5.3
PINK Simplify Health Care ETF 0.1 50 2 3.3 -6.0
STXG Strive 1000 Growth ETF 0.0 18 34 4.2 -5.2
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 2 4.9 -4.5
PSCC Invesco S&P SmallCap Consumer Staples ETF 0.0 29 23 8.2 -1.2
ARB AltShares Merger Arbitrage ETF -3.8 77 -25 -0.2 -9.5

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

Content on this tab for subscribers only**

RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
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

Content on this tab for subscribers only

VALUATION METRICS
  2023 2024E 2025E
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:

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 12.5 %
Divided by: Fwd. P/BV 1.3 x
Less: Expense ratio 52 bp
Equals: ALTAR Score 9.4 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.78 CATEGORY
AVERAGE		 1.55
 
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.