Invesco Dorsey Wright Financial Momentum ETF
ALTAR
Score™
4.6% info Recommen-
dation
UNDERWEIGHT
2025E    2026E
P/E
ratio
17.2x P/Sales
ratio
2.9x
P/BV
ratio
2.8x Div.
yield
2.0%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The Invesco DWA Financial Momentum Portfolio tracks an index of U.S. financial firms selected and weighted by price momentum.

FUND BASICS
Category US Equities
Fund Sponsor Invesco
Website www.invesco.com
Inception date Oct 12, 2006
Assets (mns) $82
Currency USD
Expense ratio 60 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 40
Wgt avg mkt cap (mns) $112,878
Large cap (>$10bn) 65.0%
Mid cap ($2-10bn) 27.9%
Small cap (<$2bn) 7.1%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
MASTERCARD INCORPORATED CLASS A 6.0 %
AMERIPRISE FINANCIAL INC 4.6 %
VISA INC. CLASS A 4.1 %
ARES MANAGEMENT LP 4.0 %
JPMORGAN CHASE & CO 3.9 %
APOLLO GLOBAL MANAGEMENT INC. 3.6 %
ROBINHOOD MARKETS, INC. CLASS A 3.4 %
UNUM GROUP 3.3 %
BROWN & BROWN INC 3.3 %
KKR & CO LP 3.2 %
Total 39.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 93.8 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
2.3% 26.0% 12.3% 8.2% 6.3%

Market Correlations
versus... Beta R-squared
S&P500 1.04 65%
MSCI EAFE 0.89 49%
MSCI Emg. Mkts. 0.57 20%

Technical Indicators
Recent close $54.28
30d moving avg. $55.38
Annualized volatility 22.0%
Short interest (ETF) 0.4%
Short interest (Underlying) 4.6%
Relative strength (RSI) 42

Liquidity measures
Avg. volume (thou.) 13
Turnover 0.9%
Bid/Ask (% of price) 0.33%
ADV underlying (mns) $6,804

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 698 potential alternatives to the Invesco Dorsey Wright Financial Momentum ETF ETF based on the alternatives' overlap in portfolio holdings with PFI. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: PFI Expense: 60 bp ALTAR Score™: 4.6%


ALTERNATIVE ETFs BASED ON OVERLAP WITH PFI
Ticker Fund
Name
Overlap1
vs PFI
(%)
Expense
ratio
(bp)
Savings
vs PFI
(bp)
ALTAR
Score™
(%)
ALTAR
vs PFI
(%)
VFH Vanguard Financials ETF 23.5 10 50 6.6 +2.1
FNCL Fidelity MSCI Financials Index ETF 23.4 8 52 6.6 +2.0
XLF Financial Select Sector SPDR Fund 22.4 8 52 6.0 +1.4
IYG iShares US Financial Services ETF 22.3 40 20 6.2 +1.6
KCE SPDR S&P Capital Markets ETF 20.7 35 25 6.4 +1.8
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 19.3 60 0 4.0 -0.6
FXO First Trust Financials AlphaDEX Fund 17.0 62 -2 8.1 +3.5
PDP Invesco Dorsey Wright Momentum ETF 16.9 62 -2 3.6 -1.0
FDFF Fidelity Disruptive Finance ETF 16.7 50 10 4.1 -0.5
IXG iShares Global Financials ETF 16.3 42 18 7.2 +2.7
DVLU First Trust Dorsey Wright Momentum & Value ETF 16.0 60 0 7.1 +2.5
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 15.7 65 -5 4.0 -0.6
RSPF Invesco S&P 500 Equal Weight Financials ETF 15.4 40 20 6.9 +2.4
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 14.9 75 -15 4.5 -0.1
FTGS First Trust Growth Strength ETF 14.3 60 0 5.6 +1.0
IYF iShares U.S. Financials ETF 14.3 40 20 6.6 +2.0
SXQG ETC 6 Meridian Quality Growth ETF 13.6 100 -40 4.6 0.0
PWB Invesco Large Cap Growth ETF 12.6 56 4 3.2 -1.4
USCF Themes US Cash Flow Champions ETF 12.6 29 31 6.6 +2.1
IYJ iShares U.S. Industrials ETF 12.6 40 20 4.8 +0.2
USMC Principal U.S. Mega-Cap ETF 12.6 12 48 5.0 +0.4
MTUM iShares MSCI USA Momentum Factor ETF 12.6 15 45 3.9 -0.7
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 12.5 65 -5 5.0 +0.4
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 12.5 40 20 4.7 +0.1
SPHQ Invesco S&P 500 Quality ETF 12.1 15 45 5.3 +0.7
USSE Segall Bryant & Hamill Select Equity ETF 12.0 65 -5 4.4 -0.2
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 11.1 60 0 5.7 +1.1
LBO WHITEWOLF Publicly Listed Private Equity ETF 10.9 70 -10 8.0 +3.4
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 10.8 75 -15 -0.5 -5.0
BMVP Invesco Bloomberg MVP Multi-factor ETF 10.7 29 31 6.8 +2.2
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 10.5 68 -8 2.7 -1.9
VSLU Applied Finance Valuation Large Cap ETF 10.4 49 11 5.9 +1.3
HAPI Harbor Human Capital Factor US Large Cap ETF 10.3 36 24 5.1 +0.6
MBCC Monarch Blue Chips Core ETF 10.3 125 -65 3.5 -1.1
DIA SPDR Dow Jones Industrial Average ETF Trust 10.3 16 44 5.7 +1.1
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 10.3 15 45 6.4 +1.8
VEGN US Vegan Climate ETF 10.2 60 0 4.6 +0.0
BPAY BlackRock Future Financial and Technology ETF 10.2 70 -10 7.5 +2.9
TOPT iShares Top 20 U.S. Stocks ETF 10.1 20 40 4.7 +0.1
KIE SPDR S&P Insurance ETF 9.9 35 25 6.3 +1.7
RDVY First Trust Rising Dividend Achievers ETF 9.8 50 10 7.8 +3.2
EDOW First Trust Dow 30 Equal Weight ETF 9.8 50 10 5.3 +0.7
QUAL iShares MSCI USA Quality Factor ETF 9.7 15 45 5.3 +0.7
VIG Vanguard Dividend Appreciation ETF 9.7 6 54 6.0 +1.4
SNPG Xtrackers S&P 500 Growth ESG ETF 9.4 15 45 4.5 -0.1
DUHP Dimensional US High Profitability ETF 9.3 21 39 6.6 +2.0
TMFE Motley Fool Capital Efficiency 100 Index ETF 9.2 50 10 4.3 -0.3
PCGG Polen Capital Global Growth ETF 9.0 85 -25 3.8 -0.8
JOET Virtus Terranova US Quality Momentum ETF 9.0 29 31 5.0 +0.4
KBE SPDR S&P Bank ETF 8.9 35 25 10.1 +5.5
VUSE Vident U.S. Equity Strategy ETF 8.8 50 10 4.8 +0.3
PSCF Invesco S&P SmallCap Financials ETF 8.7 29 31 6.2 +1.6
OUSA ALPS O'Shares U.S. Quality Dividend ETF 8.6 48 12 6.0 +1.4
XMMO Invesco S&P MidCap Momentum ETF 8.5 34 26 5.6 +1.0
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 8.5 75 -15 3.5 -1.1
FTC First Trust Large Cap Growth AlphaDEX Fund 8.5 59 1 2.8 -1.8
PFM Invesco Dividend Achievers ETF 8.4 53 7 5.3 +0.7
XPND First Trust Expanded Technology ETF 8.4 65 -5 4.3 -0.3
SPMO Invesco S&P 500 Momentum ETF 8.4 13 47 4.2 -0.4
GRNY Fundstrat Granny Shots US Large Cap ETF 8.3 75 -15 3.7 -0.9
ROE Astoria US Quality Kings ETF 8.2 49 11 7.0 +2.4
TMFC Motley Fool 100 Index ETF 8.2 50 10 4.1 -0.5
RPG Invesco S&P 500 Pure Growth ETF 8.2 35 25 3.6 -1.0
TOGA Tremblant Global ETF 8.2 69 -9 2.5 -2.1
USXF iShares ESG Advanced MSCI USA ETF 8.1 10 50 4.9 +0.3
BEEZ Honeytree U.S. Equity ETF 8.1 64 -4 3.5 -1.1
IAK iShares U.S. Insurance ETF 8.1 40 20 6.3 +1.7
ZECP Zacks Earnings Consistent Portfolio ETF 8.1 55 5 4.9 +0.3
AVLV Avantis U.S. Large Cap Value ETF 8.1 15 45 8.1 +3.5
IVW iShares S&P 500 Growth ETF 8.0 18 42 4.5 -0.1
VOOG Vanguard S&P 500 Growth ETF 8.0 10 50 4.6 +0.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 8.0 65 -5 3.0 -1.6
SPYG SPDR Portfolio S&P 500 Growth ETF 8.0 4 56 4.7 +0.1
QUVU Hartford Quality Value ETF 8.0 46 14 7.0 +2.4
FLRG Fidelity U.S. Multifactor ETF 7.9 15 45 7.1 +2.5
IUSG iShares Core S&P U.S. Growth ETF 7.9 4 56 4.7 +0.1
SDEP SFP Core Equity Strategy 7.8 10 50 2.8 -1.8
YLDE ClearBridge Dividend Strategy ESG ETF 7.8 60 0 5.4 +0.8
XSMO Invesco S&P SmallCap Momentum ETF 7.7 39 21 5.3 +0.7
AOTG AOT Growth and Innovation ETF 7.6 75 -15 2.4 -2.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 7.5 32 28 5.2 +0.6
SCDV Bahl & Gaynor Small Cap Dividend ETF 7.4 70 -10 5.2 +0.6
STXD Strive 1000 Dividend Growth ETF 7.4 35 25 5.0 +0.4
DJD Invesco Dow Jones Industrial Average Dividend ETF 7.4 7 53 7.4 +2.8
DYNF BlackRock U.S. Equity Factor Rotation ETF 7.3 30 30 5.0 +0.4
NZUS SPDR MSCI USA Climate Paris Aligned ETF 7.3 10 50 3.3 -1.3
GGRW Gabelli Growth Innovators ETF 7.2 90 -30 2.6 -2.0
BITQ Bitwise Crypto Industry Innovators ETF 7.2 85 -25 -2.8 -7.4
KRUZ Unusual Whales Subversive Republican Trading ETF 7.2 75 -15 6.0 +1.4
LVOL American Century Low Volatility ETF 7.1 29 31 4.4 -0.2
DFVX Dimensional US Large Cap Vector ETF 7.1 22 38 6.6 +2.0
BKWO BNY Mellon Women's Opportunities ETF 7.1 50 10 4.0 -0.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 7.1 29 31 4.8 +0.2
BIBL Inspire 100 ETF 7.1 35 25 4.7 +0.1
FTXO First Trust Nasdaq Bank ETF 7.0 60 0 9.6 +5.1
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 6.9 60 0 2.1 -2.5
XMAG Defiance Large Cap ex-Mag 7 ETF 6.9 35 25 4.6 +0.0
SPXT ProShares S&P 500 Ex-Technology ETF 6.9 9 51 5.6 +1.0
IBLC iShares Blockchain and Tech ETF 6.9 47 13 -4.1 -8.7
FQAL Fidelity Quality Factor ETF 6.9 15 45 5.9 +1.3
MBOX Freedom Day Dividend ETF 6.8 39 21 7.4 +2.8
FCPI Fidelity Stocks for Inflation ETF 6.8 15 45 7.8 +3.2
LSAF LeaderShares AlphaFactor US Core Equity ETF 6.7 75 -15 7.6 +3.0
JEPI JPMorgan Equity Premium Income ETF 6.7 35 25 5.4 +0.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 6.7 60 0 4.7 +0.1
DFNL Davis Select Financial ETF 6.7 63 -3 8.4 +3.8
MODL VictoryShares WestEnd U.S. Sector ETF 6.7 42 18 5.0 +0.4
BLCR iShares Large Cap Core Active ETF 6.6 36 24 4.3 -0.3
NULG Nuveen ESG Large-Cap Growth ETF 6.6 26 34 3.7 -0.9
DLN WisdomTree U.S. LargeCap Dividend Fund 6.6 28 32 5.9 +1.3
WOMN Impact Shares YWCA Women's Empowerment ETF 6.5 75 -15 5.2 +0.6
SSPX Janus Henderson U.S. Sustainable Equity ETF 6.5 55 5 4.2 -0.4
AZTD Aztlan Global Stock Selection DM SMID ETF 6.5 75 -15 8.4 +3.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 6.5 64 -4 2.4 -2.2
VFMO Vanguard U.S. Momentum Factor ETF 6.5 13 47 3.4 -1.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 6.4 12 48 4.8 +0.3
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 6.4 15 45 7.3 +2.7
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 6.4 61 -1 1.4 -3.2
TECB iShares U.S. Tech Breakthrough Multisector ETF 6.4 40 20 4.0 -0.6
JGRO JPMorgan Active Growth ETF 6.3 44 16 3.9 -0.7
IQSU IQ Candriam U.S. Large Cap Equity ETF 6.3 9 51 5.0 +0.4
NACP Impact Shares NAACP Minority Empowerment ETF 6.3 49 11 4.9 +0.4
FDMO Fidelity Momentum Factor ETF 6.3 15 45 4.1 -0.5
FTCS First Trust Capital Strength ETF 6.3 55 5 5.2 +0.6
TMAT Main Thematic Innovation ETF 6.3 164 -104 -1.5 -6.1
BDIV AAM Brentview Dividend Growth ETF 6.3 49 11 4.3 -0.3
MGV Vanguard Mega Cap Value ETF 6.3 7 53 6.7 +2.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 6.2 7 53 5.2 +0.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 6.2 20 40 5.3 +0.7
SHE SPDR MSCI USA Gender Diversity ETF 6.2 20 40 5.2 +0.6
USCL iShares Climate Conscious & Transition MSCI USA ETF 6.2 8 52 5.3 +0.7
RFFC ALPS Active Equity Opportunity ETF 6.2 48 12 4.5 -0.1
RECS Columbia Research Enhanced Core ETF 6.2 15 45 6.2 +1.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 6.1 10 50 4.2 -0.4
RNMC First Trust Mid Cap US Equity Select ETF 6.1 60 0 7.0 +2.4
FSCS First Trust SMID Capital Strength ETF 6.1 60 0 6.4 +1.8
DTD WisdomTree U.S. Total Dividend Fund 6.1 28 32 6.2 +1.6
FTDS First Trust Dividend Strength ETF 6.1 70 -10 7.8 +3.3
FDLO Fidelity Low Volatility Factor ETF 6.1 15 45 5.4 +0.8
BELT iShares Long-Term U.S. Equity Active ETF 6.0 75 -15 3.5 -1.1
OALC OneAscent Large Cap Core ETF 6.0 86 -26 4.6 +0.0
XLG Invesco S&P 500 Top 50 ETF 6.0 20 40 5.1 +0.5
OCFS Otter Creek Focus Strategy ETF 6.0 85 -25 4.6 +0.0
QUS SPDR MSCI USA StrategicFactors ETF 5.9 15 45 5.8 +1.2
VYM Vanguard High Dividend Yield Index ETF 5.9 6 54 7.3 +2.7
KOCG FIS Knights of Columbus Global Belief ETF 5.9 75 -15 5.4 +0.8
LOWV AB US Low Volatility Equity ETF 5.9 48 12 5.3 +0.7
QGRW WisdomTree U.S. Quality Growth Fund 5.8 28 32 4.7 +0.1
UDI USCF Dividend Income Fund 5.8 65 -5 6.5 +1.9
STCE Schwab Crypto Thematic ETF 5.8 30 30 1.8 -2.8
CHGX AXS Change Finance ESG ETF 5.8 49 11 5.3 +0.8
BGDV Bahl & Gaynor Dividend ETF 5.8 45 15 5.0 +0.4
SPGP Invesco S&P 500 GARP ETF 5.8 34 26 9.6 +5.0
REVS Columbia Research Enhanced Value ETF 5.8 19 41 7.6 +3.0
BUYZ Franklin Disruptive Commerce ETF 5.8 50 10 2.6 -2.0
DFSU Dimensional US Sustainability Core 1 ETF 5.7 18 42 5.8 +1.2
AVSU Avantis Responsible U.S. Equity ETF 5.7 15 45 6.4 +1.8
KRE SPDR S&P Regional Banking ETF 5.7 35 25 10.5 +5.9
SNPE Xtrackers S&P 500 ESG ETF 5.7 10 50 5.4 +0.8
CVLC Calvert US Large-Cap Core Responsible Index ETF 5.7 15 45 5.1 +0.5
FDVV Fidelity High Dividend ETF 5.7 15 45 7.5 +2.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 5.7 75 -15 3.7 -0.9
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.7 45 15 5.9 +1.3
FELC Fidelity Enhanced Large Cap Core ETF 5.7 18 42 5.6 +1.0
DSI iShares MSCI KLD 400 Social ETF 5.7 25 35 5.2 +0.6
BLOK Amplify Transformational Data Sharing ETF 5.7 75 -15 0.4 -4.2
DGRO iShares Core Dividend Growth ETF 5.6 8 52 6.6 +2.0
ADME Aptus Drawdown Managed Equity ETF 5.6 79 -19 4.3 -0.3
ILCG iShares Morningstar Growth ETF 5.6 4 56 4.1 -0.5
OEF iShares S&P 100 ETF 5.6 20 40 5.1 +0.5
LRGF iShares U.S. Equity Factor ETF 5.6 8 52 5.8 +1.2
BGRO iShares Large Cap Growth Active ETF 5.6 55 5 3.3 -1.3
CGGR Capital Group Growth ETF 5.6 39 21 3.7 -0.9
QVML Invesco S&P 500 QVM Multi-factor ETF 5.6 11 49 5.4 +0.8
EPS WisdomTree U.S. LargeCap Fund 5.6 8 52 6.1 +1.5
KBWP Invesco KBW Property & Casualty Insurance ETF 5.5 35 25 6.2 +1.6
LRGC AB US Large Cap Strategic Equities ETF 5.5 48 12 4.8 +0.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 5.5 10 50 5.3 +0.7
LEAD Siren DIVCON Leaders Dividend ETF 5.5 43 17 4.6 +0.0
MMTM SPDR S&P 1500 Momentum Tilt ETF 5.5 12 48 4.5 -0.1
SUSL iShares ESG MSCI USA Leaders ETF 5.5 10 50 5.3 +0.7
LCLG Logan Capital Broad Innovative Growth ETF 5.5 99 -39 4.6 +0.0
JQUA JPMorgan U.S. Quality Factor ETF 5.5 12 48 6.0 +1.4
FBCV Fidelity Blue Chip Value ETF 5.5 59 1 7.5 +2.9
VTV Vanguard Value ETF 5.4 4 56 6.9 +2.4
RAFE PIMCO RAFI ESG U.S. ETF 5.4 29 31 7.3 +2.7
XMVM Invesco S&P MidCap Value with Momentum ETF 5.4 39 21 9.7 +5.1
SPXV ProShares S&P 500 Ex-Health Care ETF 5.4 9 51 4.4 -0.2
CATH Global X S&P 500 Catholic Values Custom ETF 5.4 29 31 5.1 +0.5
VFMF Vanguard U.S. Multifactor ETF 5.3 18 42 8.5 +3.9
KBWB Invesco KBW Bank ETF 5.3 35 25 9.1 +4.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 5.3 35 25 3.7 -0.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 5.3 70 -10 2.8 -1.8
ARKF ARK Fintech Innovation ETF 5.3 75 -15 -0.3 -4.9
FINX Global X FinTech ETF 5.3 68 -8 2.6 -2.0
ESGV Vanguard ESG U.S. Stock ETF 5.3 9 51 5.0 +0.4
MGC Vanguard Mega Cap ETF 5.2 7 53 5.1 +0.6
AVUS Avantis U.S. Equity ETF 5.2 15 45 6.3 +1.7
JSTC Adasina Social Justice All Cap Global ETF 5.2 89 -29 4.5 -0.1
QGRO American Century U.S. Quality Growth ETF 5.2 29 31 3.8 -0.8
JMOM JPMorgan U.S. Momentum Factor ETF 5.2 12 48 4.8 +0.2
STXG Strive 1000 Growth ETF 5.2 18 42 4.2 -0.4
IWL iShares Russell Top 200 ETF 5.1 15 45 5.1 +0.5
XVV iShares ESG Screened S&P 500 ETF 5.1 8 52 5.1 +0.6
SFYX SoFi Next 500 ETF 5.1 0 60 3.6 -1.0
IWX iShares Russell Top 200 Value ETF 5.1 20 40 6.4 +1.9
CSMD Congress SMid Growth ETF 5.1 69 -9 4.2 -0.4
IWY iShares Russell Top 200 Growth ETF 5.1 20 40 4.9 +0.3
INRO iShares U.S. Industry Rotation Active ETF 5.0 42 18 4.1 -0.5
EQWL Invesco S&P 100 Equal Weight ETF 5.0 25 35 6.2 +1.6
SCHG Schwab U.S. Large-Cap Growth ETF 5.0 4 56 4.4 -0.2
RJMG FT Raymond James Multicap Growth Equity ETF 5.0 85 -25 2.6 -2.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 5.0 9 51 5.6 +1.0
SPXE ProShares S&P 500 Ex-Energy ETF 5.0 9 51 4.7 +0.1
AMID Argent Mid Cap ETF Argent Mid Cap ETF 5.0 52 8 6.9 +2.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 5.0 10 50 5.4 +0.8
BFOR ALPS Barron's 400 ETF 5.0 65 -5 6.2 +1.6
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 4.9 39 21 4.1 -0.5
NULC Nuveen ESG Large-Cap ETF 4.9 21 39 5.0 +0.5
LST Leuthold Select Industries ETF 4.9 91 -31 6.1 +1.5
IWF iShares Russell 1000 Growth ETF 4.9 19 41 4.8 +0.2
VONG Vanguard Russell 1000 Growth ETF 4.9 8 52 4.9 +0.3
JCTR JPMorgan Carbon Transition U.S. Equity ETF 4.9 15 45 4.3 -0.3
MDCP VictoryShares THB Mid Cap ESG ETF 4.9 55 5 5.6 +1.0
FDWM Fidelity Women's Leadership ETF 4.9 59 1 3.2 -1.4
KLMN Invesco MSCI North America Climate ETF 4.9 9 51 5.3 +0.7
BKLC BNY Mellon US Large Cap Core Equity ETF 4.9 0 60 5.3 +0.7
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 4.9 7 53 5.2 +0.6
IJK iShares S&P Mid-Cap 400 Growth ETF 4.9 17 43 6.0 +1.4
PBUS Invesco MSCI USA ETF 4.9 4 56 5.2 +0.6
VOTE TCW Transform 500 ETF 4.9 5 55 5.2 +0.7
CZA Invesco Zacks Mid-Cap ETF 4.8 72 -12 5.9 +1.3
GSPY Gotham Enhanced 500 ETF 4.8 50 10 5.5 +0.9
RVRB Reverb ETF 4.8 30 30 3.7 -0.9
STRV Strive 500 ETF 4.8 5 55 5.2 +0.6
ESGU iShares ESG Aware MSCI USA ETF 4.8 15 45 5.1 +0.5
FDG American Century Focused Dynamic Growth ETF 4.8 45 15 2.4 -2.2
INCE Franklin Income Equity Focus ETF 4.8 29 31 5.6 +1.0
DCOR Dimensional US Core Equity 1 ETF 4.8 14 46 5.8 +1.3
IVV iShares Core S&P 500 ETF 4.8 3 57 5.3 +0.7
GLBL Pacer MSCI World Industry Advantage ETF 4.8 65 -5 5.0 +0.4
VOO Vanguard S&P 500 ETF 4.8 3 57 5.3 +0.7
SPLG SPDR Portfolio S&P 500 ETF 4.8 2 58 5.3 +0.8
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 4.8 20 40 5.0 +0.5
SPY SPDR S&P 500 ETF Trust 4.8 9 51 5.2 +0.6
VV Vanguard Large-Cap ETF 4.8 4 56 5.2 +0.6
BWEB Bitwise Web3 ETF 4.8 85 -25 0.1 -4.5
ILCB iShares Morningstar U.S. Equity ETF 4.7 3 57 5.2 +0.7
SURE AdvisorShares Insiders Advantage ETF 4.7 90 -30 10.0 +5.4
RFG Invesco S&P Midcap 400 Pure Growth ETF 4.7 35 25 5.8 +1.2
SCHV Schwab U.S. Large-Cap Value ETF 4.7 4 56 6.8 +2.2
CGUS Capital Group Core Equity ETF 4.7 33 27 4.6 +0.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 4.7 14 46 5.2 +0.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 4.7 11 49 5.2 +0.6
MGK Vanguard Mega Cap Growth ETF 4.7 7 53 4.5 -0.1
SFY SoFi Select 500 ETF 4.7 0 60 4.8 +0.2
FELV Fidelity Enhanced Large Cap Value ETF 4.7 18 42 6.8 +2.2
MDYG SPDR S&P 400 Mid Cap Growth ETF 4.7 15 45 6.0 +1.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 4.7 2 58 5.3 +0.7
NANC Unusual Whales Subversive Democratic Trading ETF 4.7 75 -15 4.2 -0.4
IYY iShares Dow Jones U.S. ETF 4.7 20 40 5.1 +0.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 4.7 15 45 6.0 +1.4
RGEF Rockefeller Global Equity ETF 4.7 55 5 5.2 +0.6
SMCF Themes US Small Cap Cash Flow Champions ETF 4.7 29 31 11.8 +7.2
RNSC Furst Trust Small Cap US Equity Select ETF 4.7 60 0 6.7 +2.1
IWB iShares Russell 1000 ETF 4.7 15 45 5.2 +0.6
DANA Dana Unconstrained Equity ETF 4.7 50 10 2.8 -1.8
VONE Vanguard Russell 1000 ETF 4.6 8 52 5.3 +0.7
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 4.6 3 57 5.5 +0.9
SCHX Schwab U.S. Large-Cap ETF 4.6 3 57 5.3 +0.8
DFUS Dimensional U.S. Equity ETF 4.6 9 51 5.3 +0.7
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 4.6 60 0 6.3 +1.7
TTAC FCF US Quality ETF 4.6 59 1 6.1 +1.5
SCHK Schwab 1000 Index ETF 4.6 5 55 5.3 +0.8
EGUS iShares ESG Aware MSCI USA Growth ETF 4.6 18 42 4.5 -0.1
FFOG Franklin Focused Growth ETF 4.6 61 -1 2.8 -1.8
DFUV Dimensional US Marketwide Value ETF 4.6 22 38 8.1 +3.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 4.6 3 57 5.2 +0.6
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 4.6 60 0 5.7 +1.1
VTI Vanguard Total Stock Market ETF 4.5 3 57 5.2 +0.6
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 4.5 48 12 8.3 +3.7
JHML John Hancock Multifactor Large Cap ETF 4.5 29 31 5.6 +1.0
IWV iShares Russell 3000 ETF 4.5 20 40 5.0 +0.5
VTHR Vanguard Russell 3000 ETF 4.5 10 50 5.2 +0.6
QLV FlexShares US Quality Low Volatility Index Fund 4.5 22 38 5.8 +1.2
GVIP Goldman Sachs Hedge Industry VIP ETF 4.5 45 15 3.8 -0.8
EVUS iShares ESG Aware MSCI USA Value ETF 4.5 18 42 6.0 +1.4
DFAC Dimensional U.S. Core Equity 2 ETF 4.5 17 43 6.0 +1.4
DFLV Dimensional US Large Cap Value ETF 4.5 22 38 8.2 +3.6
SCHB Schwab U.S. Broad Market ETF 4.4 3 57 5.3 +0.7
DFAU Dimensional US Core Equity Market ETF 4.4 12 48 5.5 +0.9
CVY Invesco Zacks Multi-Asset Income ETF 4.4 106 -46 10.9 +6.3
GVUS Marketbeta Russell 1000 Value Equity ETF 4.4 12 48 6.5 +2.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.4 18 42 4.9 +0.3
FEX First Trust Large Cap Core AlphaDEX Fund 4.4 59 1 6.5 +1.9
VUG Vanguard Growth ETF 4.4 4 56 4.3 -0.3
IWD iShares Russell 1000 Value ETF 4.4 19 41 6.5 +1.9
VONV Vanguard Russell 1000 Value ETF 4.4 8 52 6.6 +2.0
TMFG Motley Fool Global Opportunities ETF 4.3 85 -25 3.5 -1.1
SUSA iShares MSCI USA ESG Select ETF 4.3 25 35 5.0 +0.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 4.3 19 41 6.5 +1.9
JGRW Jensen Quality Growth ETF 4.3 57 3 4.6 +0.0
FFND Future Fund Active ETF 4.2 100 -40 4.7 +0.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 4.2 25 35 5.9 +1.3
PRF Invesco FTSE RAFI US 1000 ETF 4.2 39 21 7.0 +2.4
SATO Invesco Alerian Galaxy Crypto Economy ETF 4.2 61 -1 -1.1 -5.6
USMV iShares MSCI USA Min Vol Factor ETF 4.2 15 45 5.5 +0.9
IPDP Dividend Performers ETF 4.2 122 -62 5.0 +0.4
APUE ActivePassive U.S. Equity ETF 4.1 45 15 4.9 +0.3
FELG Fidelity Enhanced Large Cap Growth ETF 4.1 18 42 5.2 +0.6
LRGE ClearBridge Large Cap Growth ESG ETF 4.1 59 1 4.0 -0.6
TOLL Tema Monopolies and Oligopolies ETF 4.1 75 -15 3.8 -0.8
RSMC Rockefeller U.S. Small-Mid Cap ETF 4.0 75 -15 5.1 +0.5
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 4.0 79 -19 5.2 +0.6
GDIV Harbor Dividend Growth Leaders ETF 4.0 50 10 5.2 +0.7
OSCV Opus Small Cap Value ETF 4.0 79 -19 6.7 +2.1
FLQL Franklin LibertyQ U.S. Equity ETF 4.0 15 45 5.7 +1.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4.0 7 53 6.2 +1.6
XMHQ Invesco S&P MidCap Quality ETF 3.9 25 35 7.1 +2.5
IWP iShares Russell Mid-Cap Growth ETF 3.9 23 37 3.7 -0.9
TBG TBG Dividend Focus ETF 3.9 59 1 7.3 +2.7
SWP SWP Growth & Income ETF 3.9 99 -39 4.6 0.0
VNSE Natixis Vaughan Nelson Select ETF 3.9 80 -20 5.3 +0.8
CFA VictoryShares US 500 Volatility Wtd ETF 3.9 35 25 6.1 +1.5
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.9 40 20 6.0 +1.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.9 70 -10 4.4 -0.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.9 12 48 5.1 +0.6
IOO iShares Global 100 ETF 3.9 41 19 5.4 +0.8
ILCV iShares Morningstar Value ETF 3.9 4 56 6.7 +2.1
FFTY Innovator IBD 50 ETF 3.8 80 -20 -2.5 -7.1
CZAR Themes Natural Monopoly ETF 3.8 35 25 2.8 -1.8
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 3.8 12 48 5.0 +0.4
HAPY Harbor Human Capital Factor Unconstrained ETF 3.8 50 10 3.4 -1.2
ACSI American Customer Satisfaction ETF 3.8 65 -5 5.2 +0.7
VAMO Cambria Value & Momentum ETF 3.8 61 -1 6.8 +2.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 3.8 15 45 7.3 +2.7
SIXA ETC 6 Meridian Mega Cap Equity ETF 3.8 80 -20 6.9 +2.3
FNDX Schwab Fundamental US Large Co. Index ETF 3.8 25 35 7.4 +2.8
ESGG FlexShares STOXX Global ESG Select Index Fund 3.7 42 18 5.4 +0.8
DGRW WisdomTree US Quality Dividend Growth Fund 3.7 28 32 5.7 +1.1
FLV American Century Focused Large Cap Value ETF 3.7 42 18 6.7 +2.1
TMFX Motley Fool Next Index ETF 3.7 50 10 3.2 -1.4
SAMT Strategas Macro Thematic Opportunities ETF 3.7 65 -5 3.5 -1.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.7 25 35 7.8 +3.2
KOKU Xtrackers MSCI Kokusai Equity ETF 3.7 9 51 5.5 +0.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.7 29 31 6.4 +1.9
DESK VanEck Office and Commercial REIT ETF 3.6 50 10 1.1 -3.5
RUNN Running Oak Efficient Growth ETF 3.6 58 2 4.9 +0.3
FNDB Schwab Fundamental US Broad Market Index ETF 3.6 25 35 7.3 +2.7
QLTY GMO U.S. Quality ETF 3.6 50 10 5.0 +0.4
GINN Goldman Sachs Innovate Equity ETF 3.6 52 8 4.4 -0.2
TOK iShares MSCI Kokusai ETF 3.6 26 34 5.2 +0.6
QMOM Alpha Architect U.S. Quantitative Momentum ETF 3.6 39 21 3.8 -0.8
LEGR First Trust Indxx Innovative Transaction & Process ETF 3.6 65 -5 8.6 +4.0
XJH iShares ESG Screened S&P Mid-Cap ETF 3.6 12 48 7.0 +2.4
DIVB iShares Core Dividend ETF 3.6 5 55 7.7 +3.1
GRPM Invesco S&P MidCap 400 GARP ETF 3.6 35 25 9.6 +5.0
SMLF iShares U.S. SmallCap Equity Factor ETF 3.6 15 45 6.0 +1.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 3.6 39 21 5.4 +0.8
FNX First Trust Mid Cap Core AlphaDEX Fund 3.6 60 0 8.2 +3.6
AUSF Global X Adaptive U.S. Factor ETF 3.6 27 33 9.2 +4.6
QWLD SPDR MSCI World StrategicFactors ETF 3.6 30 30 5.9 +1.4
BUZZ VanEck Social Sentiment ETF 3.6 75 -15 -1.3 -5.8
SYLD Cambria Shareholder Yield ETF 3.6 59 1 11.9 +7.3
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 3.5 95 -35 0.7 -3.9
IAT iShares U.S. Regional Banks ETF 3.5 40 20 10.1 +5.5
FFLC Fidelity Fundamental Large Cap Core ETF 3.5 38 22 4.9 +0.3
FUNL CornerCap Fundametrics Large-Cap ETF 3.5 50 10 7.3 +2.7
RWL Invesco S&P 500 Revenue ETF 3.5 39 21 7.0 +2.4
VLU SPDR S&P 1500 Value Tilt ETF 3.5 12 48 7.2 +2.6
FSST Fidelity Sustainable U.S. Equity ETF 3.4 59 1 4.4 -0.2
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 3.4 49 11 4.3 -0.3
SCHM Schwab U.S. Mid-Cap ETF 3.4 4 56 6.7 +2.1
URTH iShares MSCI World ETF 3.4 24 36 5.5 +0.9
STXV Strive 1000 Value ETF 3.4 18 42 7.5 +2.9
ARKK ARK Innovation ETF 3.4 75 -15 -3.3 -7.9
ARKW ARK Next Generation Internet ETF 3.4 87 -27 -1.3 -5.9
BKCH Global X Blockchain ETF 3.4 50 10 -4.3 -8.9
AFLG First Trust Active Factor Large Cap ETF 3.4 55 5 6.2 +1.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.4 25 35 6.0 +1.4
KLMT Invesco MSCI Global Climate 500 ETF 3.4 10 50 6.1 +1.5
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 3.3 40 20 7.0 +2.4
SPMV Invesco S&P 500 Minimum Variance ETF 3.3 10 50 4.9 +0.3
TMFM Motley Fool Mid-Cap Growth ETF 3.3 85 -25 3.7 -0.9
JHMM John Hancock Multifactor Mid Cap ETF 3.3 42 18 6.5 +1.9
MDY SPDR S&P Midcap 400 ETF Trust 3.3 24 36 7.2 +2.6
IJH iShares Core S&P Mid-Cap ETF 3.3 5 55 7.4 +2.8
FDLS Inspire Fidelis Multi Factor ETF 3.3 76 -16 5.8 +1.2
PSP Invesco Global Listed Private Equity ETF 3.2 106 -46 5.7 +1.1
GQQQ Astoria US Quality Growth Kings ETF 3.2 35 25 5.6 +1.0
SIXS ETC 6 Meridian Small Cap Equity ETF 3.2 89 -29 9.4 +4.8
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 3.2 3 57 7.4 +2.8
PWV Invesco Large Cap Value ETF 3.2 55 5 7.6 +3.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 3.2 20 40 6.0 +1.4
IVOO Vanguard S&P Mid-Cap 400 ETF 3.2 10 50 7.3 +2.7
PTL Inspire 500 ETF 3.2 9 51 5.4 +0.8
VOT Vanguard Mid-Cap Growth ETF 3.2 7 53 3.7 -0.9
ISCG iShares Morningstar Small-Cap Growth ETF 3.2 6 54 2.7 -1.9
LGRO Level Four Large Cap Growth Active ETF 3.2 55 5 4.1 -0.5
FPX First Trust US Equity Opportunities ETF 3.2 61 -1 1.3 -3.3
FMDE Fidelity Enhanced Mid Cap ETF 3.2 23 37 5.8 +1.2
ABFL Abacus FCF Leaders ETF 3.1 59 1 5.8 +1.3
DTEC ALPS Disruptive Technologies ETF 3.1 50 10 4.0 -0.6
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.1 25 35 4.9 +0.3
SPLV Invesco S&P 500 Low Volatility ETF 3.1 25 35 4.8 +0.2
REAI Intelligent Real Estate ETF 3.1 59 1 0.6 -4.0
ALTL Pacer Lunt Large Cap Alternator ETF 3.1 60 0 4.6 0.0
MAGA Point Bridge America First ETF 3.1 72 -12 6.5 +1.9
ACWI iShares MSCI ACWI ETF 3.1 32 28 6.0 +1.4
GSIB Themes Global Systemically Important Banks ETF 3.1 35 25 12.4 +7.8
KOMP SPDR S&P Kensho New Economies Composite ETF 3.0 20 40 3.7 -0.9
GLOF iShares Global Equity Factor ETF 3.0 20 40 6.8 +2.2
NULV Nuveen ESG Large-Cap Value ETF 3.0 26 34 6.2 +1.6
FYC First Trust Small Cap Growth AlphaDEX Fund 3.0 71 -11 1.1 -3.5
AFMC First Trust Active Factor Mid Cap ETF 3.0 65 -5 8.2 +3.6
IWR iShares Russell Midcap ETF 3.0 19 41 5.8 +1.2
FDIG Fidelity Crypto Industry and Digital Payments ETF 3.0 39 21 -0.5 -5.1
VXF Vanguard Extended Market ETF 3.0 6 54 4.5 -0.1
CAML Congress Large Cap Growth ETF 3.0 66 -6 3.4 -1.2
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 3.0 56 4 6.3 +1.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 3.0 9 51 6.1 +1.5
IJT iShares S&P Small-Cap 600 Growth ETF 3.0 18 42 5.1 +0.5
BOUT Innovator IBD Breakout Opportunities ETF 3.0 81 -21 4.8 +0.2
IMCG iShares Morningstar Mid-Cap Growth ETF 3.0 6 54 4.1 -0.5
BEEX BeeHive ETF 3.0 84 -24 4.7 +0.1
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 3.0 15 45 6.4 +1.8
STXM Strive Mid-Cap ETF 3.0 18 42 3.6 -1.0
USMF WisdomTree U.S. Multifactor Fund 3.0 28 32 6.7 +2.1
QDEF FlexShares Quality Dividend Defensive Index Fund 2.9 37 23 5.9 +1.3
VBK Vanguard Small-Cap Growth ETF 2.9 7 53 1.7 -2.9
PY Principal Value ETF 2.9 15 45 7.1 +2.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.9 24 36 7.6 +3.0
XSHQ Invesco S&P SmallCap Quality ETF 2.9 29 31 8.4 +3.8
VO Vanguard Mid-Cap ETF 2.9 4 56 5.6 +1.0
GLRY Inspire Faithward Mid Cap Momentum ETF 2.9 80 -20 6.6 +2.0
AIEQ AI Powered Equity ETF 2.9 75 -15 4.1 -0.5
SLYG SPDR S&P 600 Small Cap Growth ETF 2.8 15 45 5.1 +0.5
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.8 15 45 5.3 +0.7
LQPE PEO AlphaQuest Thematic PE ETF 2.8 125 -65 6.9 +2.3
JPEF JPMorgan Equity Focus ETF 2.8 50 10 4.5 -0.1
PSC Principal U.S. Small-Cap ETF 2.8 38 22 6.9 +2.3
EQRR ProShares Equities for Rising Rates ETF 2.8 35 25 8.0 +3.4
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 2.8 55 5 5.2 +0.6
VT Vanguard Total World Stock ETF 2.8 7 53 6.3 +1.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.8 9 51 6.1 +1.5
FSMD Fidelity Small-Mid Multifactor ETF 2.8 15 45 7.0 +2.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.8 4 56 6.1 +1.5
IWS iShares Russell Mid-Cap Value ETF 2.7 23 37 6.5 +1.9
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 2.7 61 -1 7.1 +2.5
GQRE FlexShares Global Quality Real Estate Index Fund 2.7 45 15 4.1 -0.5
DON WisdomTree U.S. MidCap Dividend Fund 2.7 38 22 8.3 +3.7
KRMA Global X Conscious Companies ETF 2.7 43 17 6.1 +1.5
DGT SPDR Global Dow ETF 2.7 50 10 7.5 +2.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.7 15 45 7.3 +2.7
HAPS Harbor Human Capital Factor US Small Cap ETF 2.7 60 0 4.4 -0.2
FLDZ RiverNorth Patriot ETF 2.7 75 -15 5.9 +1.4
ROUS Hartford Multifactor US Equity ETF 2.7 19 41 7.2 +2.6
LCF Touchstone US Large Cap Focused ETF 2.7 69 -9 4.6 +0.0
JHDV John Hancock U.S. High Dividend ETF 2.7 34 26 6.3 +1.7
ETHO Etho Climate Leadership U.S. ETF 2.7 47 13 5.5 +0.9
PPTY US Diversified Real Estate ETF 2.6 53 7 1.9 -2.7
VOE Vanguard Mid-Cap Value ETF 2.6 7 53 7.2 +2.6
NBDS Neuberger Berman Disrupters ETF 2.6 55 5 1.0 -3.6
ACWV iShares MSCI Global Min Vol Factor ETF 2.6 20 40 5.9 +1.3
BGIG Bahl & Gaynor Income Growth ETF 2.6 45 15 5.4 +0.8
SIZE iShares MSCI USA Size Factor ETF 2.6 15 45 5.8 +1.2
LOUP Innovator Deepwater Frontier Tech ETF 2.6 70 -10 1.8 -2.8
FVAL Fidelity Value Factor ETF 2.6 15 45 7.3 +2.7
VGSR Vert Global Sustainable Real Estate ETF 2.6 47 13 2.8 -1.8
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 2.6 38 22 10.1 +5.5
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 2.6 11 49 2.3 -2.3
FBCG Fidelity Blue Chip Growth ETF 2.6 59 1 3.4 -1.2
DIVL Madison Dividend Value ETF 2.5 65 -5 5.4 +0.8
QLC FlexShares US Quality Large Cap Index Fund 2.5 25 35 5.9 +1.3
SPVM Invesco S&P 500 Value with Momentum ETF 2.5 39 21 8.5 +3.9
GRPZ Invesco S&P SmallCap 600 GARP ETF 2.5 35 25 3.1 -1.5
FRI First Trust S&P REIT Index Fund 2.5 50 10 1.9 -2.7
OPTZ Optimize Strategy Index ETF 2.5 50 10 5.3 +0.7
VFQY Vanguard U.S. Quality Factor ETF 2.5 13 47 6.6 +2.0
VSDA VictoryShares Dividend Accelerator ETF 2.5 35 25 7.0 +2.4
EUSA iShares MSCI USA Equal Weighted ETF 2.5 9 51 6.0 +1.4
SCHH Schwab U.S. REIT ETF 2.5 7 53 2.5 -2.1
FREL Fidelity MSCI Real Estate Index ETF 2.5 8 52 2.5 -2.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.5 18 42 7.2 +2.6
RSP Invesco S&P 500 Equal Weight ETF 2.5 20 40 6.3 +1.8
DEUS Xtrackers Russell US Multifactor ETF 2.5 17 43 6.9 +2.3
IMCB iShares Morningstar Mid-Cap ETF 2.4 4 56 6.0 +1.4
SIXL ETC 6 Meridian Low Beta Equity ETF 2.4 80 -20 5.7 +1.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.4 52 8 5.6 +1.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.4 58 2 5.6 +1.0
KONG Formidable Fortress ETF 2.4 89 -29 5.7 +1.1
NUMG Nuveen ESG Mid-Cap Growth ETF 2.4 31 29 2.6 -2.0
XMLV Invesco S&P MidCap Low Volatility ETF 2.4 25 35 6.0 +1.5
AFSM First Trust Active Factor Small Cap ETF 2.4 75 -15 7.0 +2.4
ACVF American Conservative Values ETF 2.4 75 -15 4.5 -0.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.4 15 45 4.3 -0.3
ISCB iShares Morningstar Small-Cap ETF 2.4 4 56 5.6 +1.0
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.4 17 43 5.7 +1.1
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 2.3 60 0 8.5 +3.9
VB Vanguard Small-Cap ETF 2.3 5 55 5.7 +1.1
SHRY First Trust Bloomberg Shareholder Yield ETF 2.3 60 0 7.9 +3.3
IUS Invesco RAFI Strategic US ETF 2.3 19 41 7.1 +2.5
ONEO SPDR Russell 1000 Momentum Focus ETF 2.3 20 40 6.8 +2.2
GURU Global X Guru Index ETF 2.3 75 -15 4.2 -0.4
QDF FlexShares Quality Dividend Index Fund 2.3 37 23 6.2 +1.6
XJR iShares ESG Screened S&P Small-Cap ETF 2.3 12 48 6.6 +2.0
DFAT Dimensional U.S. Targeted Value ETF 2.3 28 32 10.0 +5.4
FDRR Fidelity Dividend ETF for Rising Rates 2.3 15 45 7.6 +3.0
ULVM VictoryShares US Value Momentum ETF 2.3 20 40 7.2 +2.6
SNPV Xtrackers S&P 500 Value ESG ETF 2.3 15 45 5.4 +0.8
FNK First Trust Mid Cap Value AlphaDEX Fund 2.2 70 -10 12.3 +7.7
ESIX SPDR S&P SmallCap 600 ESG ETF 2.2 12 48 5.9 +1.3
AVRE Avantis Real Estate ETF 2.2 17 43 3.3 -1.3
IQRA IQ CBRE Real Assets ETF 2.2 65 -5 2.7 -1.9
DFAR Dimensional US Real Estate ETF 2.2 19 41 2.3 -2.3
DFGR Dimensional Global Real Estate ETF 2.2 22 38 3.2 -1.4
IVRA Invesco Real Assets ESG ETF 2.2 59 1 3.5 -1.1
PSR Invesco Active U.S. Real Estate Fund 2.2 35 25 2.2 -2.4
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 2.2 40 20 2.5 -2.1
ERET iShares Environmentally Aware Real Estate ETF 2.2 30 30 3.1 -1.5
ICF iShares Cohen & Steers REIT ETF 2.2 33 27 2.4 -2.2
IYR iShares U.S. Real Estate ETF 2.2 40 20 2.7 -1.9
REET iShares Global REIT ETF 2.2 14 46 3.3 -1.3
USRT iShares Core U.S. REIT ETF 2.2 8 52 2.4 -2.2
RWO SPDR Dow Jones Global Real Estate ETF 2.2 50 10 2.9 -1.7
RWR SPDR Dow Jones REIT ETF 2.2 25 35 2.1 -2.5
XLRE Real Estate Select Sector SPDR Fund 2.2 8 52 6.3 +1.7
ABLD Abacus FCF Real Assets Leaders ETF 2.2 69 -9 5.7 +1.1
IRET iREIT - MarketVector Quality REIT Index ETF 2.2 60 0 2.3 -2.3
VNQ Vanguard Real Estate ETF 2.2 12 48 2.4 -2.2
ANEW ProShares MSCI Transformational Changes ETF 2.2 45 15 7.0 +2.5
SCHA Schwab U.S. Small-Cap ETF 2.2 4 56 5.3 +0.7
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.2 20 40 5.3 +0.7
RWK Invesco S&P MidCap 400 Revenue ETF 2.1 39 21 10.2 +5.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.1 24 36 7.6 +3.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.1 9 51 4.0 -0.6
FSMO Fidelity Small-Mid Cap Opportunities ETF 2.1 60 0 6.4 +1.8
SMMD iShares Russell 2500 ETF 2.1 15 45 6.2 +1.6
IJR iShares Core S&P Small Cap ETF 2.1 6 54 7.3 +2.7
NUSC Nuveen ESG Small-Cap ETF 2.1 31 29 5.3 +0.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.1 20 40 5.5 +0.9
SPHB Invesco S&P 500 High Beta ETF 2.1 25 35 5.3 +0.7
VALQ American Century U.S. Quality Value ETF 2.1 29 31 7.6 +3.0
VFMV Vanguard U.S. Minimum Volatility ETF 2.1 13 47 5.5 +0.9
EMOT First Trust S&P 500 Economic Moat ETF 2.0 60 0 6.5 +1.9
CSA VictoryShares US Small Cap Volatility Wtd ETF 2.0 35 25 4.7 +0.1
HDUS Hartford Disciplined US Equity ETF 2.0 19 41 5.9 +1.3
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 2.0 42 18 5.5 +0.9
EZM WisdomTree U.S. MidCap Fund 2.0 38 22 9.3 +4.7
VIOO Vanguard S&P Small-Cap 600 ETF 2.0 10 50 7.2 +2.6
SPSM SPDR Portfolio S&P 600 Small Cap ETF 2.0 3 57 7.4 +2.8
IBUY Amplify Online Retail ETF 2.0 65 -5 3.7 -0.9
DUSA Davis Select U.S. Equity ETF 2.0 61 -1 8.2 +3.7
NIXT Research Affiliates Deletions ETF 2.0 9 51 3.8 -0.8
VFVA Vanguard U.S. Value Factor ETF 2.0 13 47 11.7 +7.1
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 2.0 60 0 8.8 +4.2
BOTZ Global X Robotics & Artificial Intelligence ETF 1.9 69 -9 2.6 -2.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.9 30 30 7.0 +2.4
FNDA Schwab Fundamental US Small Co. Index ETF 1.9 25 35 6.6 +2.0
BKSE BNY Mellon US Small Cap Core Equity ETF 1.9 4 56 5.9 +1.3
VBR Vanguard Small Cap Value ETF 1.9 7 53 8.5 +3.9
BRIF FIS Bright Portfolios Focused Equity ETF 1.9 65 -5 4.9 +0.3
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.9 30 30 7.4 +2.8
IMCV iShares Morningstar Mid-Cap Value ETF 1.9 6 54 7.9 +3.3
MVPA Miller Value Partners Appreciation ETF 1.9 60 0 8.4 +3.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.9 39 21 4.0 -0.6
JHSC John Hancock Multifactor Small Cap ETF 1.8 42 18 6.9 +2.3
KBWR Invesco KBW Regional Banking ETF 1.8 35 25 10.0 +5.4
SMAP Amplify Small-Mid Cap Equity ETF 1.8 60 0 1.3 -3.3
DVND Touchstone Dividend Select ETF 1.8 67 -7 5.7 +1.1
HLGE Hartford Longevity Economy ETF 1.8 44 16 5.5 +1.0
JSML Janus Henderson Small Cap Growth Alpha ETF 1.8 30 30 8.6 +4.0
TPSC Timothy Plan US Small Cap Core ETF 1.8 52 8 7.2 +2.6
IWO iShares Russell 2000 Growth ETF 1.8 24 36 1.5 -3.1
ONEY SPDR Russell 1000 Yield Focus ETF 1.8 20 40 9.1 +4.5
SPDV AAM S&P 500 High Dividend Value ETF 1.8 29 31 9.8 +5.3
JGLO JPMorgan Global Select Equity ETF 1.8 33 27 5.1 +0.5
FYX First Trust Small Cap Core AlphaDEX Fund 1.7 61 -1 5.9 +1.3
CGDV Capital Group Dividend Value ETF 1.7 33 27 4.9 +0.3
HKND Humankind US Stock ETF 1.7 11 49 7.5 +2.9
VTWG Vanguard Russell 2000 Growth ETF 1.7 15 45 1.5 -3.1
IJJ iShares S&P Mid-Cap 400 Value ETF 1.7 18 42 8.6 +4.1
BLES Inspire Global Hope ETF 1.7 61 -1 6.8 +2.3
JAVA JPMorgan Active Value ETF 1.7 44 16 6.3 +1.7
MDYV SPDR S&P 400 Mid Cap Value ETF 1.7 15 45 8.7 +4.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.7 15 45 8.7 +4.1
MGMT Ballast Small/Mid Cap ETF 1.7 110 -50 8.6 +4.0
FOVL iShares Focused Value Factor ETF 1.7 25 35 10.1 +5.5
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.7 49 11 8.7 +4.1
DFAS Dimensional U.S. Small Cap ETF 1.7 26 34 6.9 +2.3
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.6 20 40 7.4 +2.8
EQAL Invesco Russell 1000 Equal Weight ETF 1.6 20 40 6.6 +2.0
ISCV iShares Morningstar Small Cap Value ETF 1.6 6 54 8.4 +3.8
THRO iShares U.S. Thematic Rotation Active ETF 1.6 90 -30 4.4 -0.2
RSSL Global X Russell 2000 ETF 1.6 8 52 3.6 -1.0
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.6 12 48 8.1 +3.5
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.6 35 25 5.7 +1.2
WCEO Hypatia Women CEO ETF 1.6 85 -25 -1.3 -5.9
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.6 38 22 6.2 +1.6
MOTE VanEck Morningstar ESG Moat ETF 1.5 49 11 4.9 +0.3
PRAY FIS Christian Stock Fund 1.5 69 -9 5.5 +0.9
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.5 52 8 6.5 +1.9
HOMZ Hoya Capital Housing ETF 1.5 30 30 6.3 +1.7
STXK Strive Small-Cap ETF 1.5 18 42 5.5 +0.9
IUSV iShares Core S&P US Value ETF 1.5 4 56 6.5 +1.9
IWM iShares Russell 2000 ETF 1.5 19 41 3.6 -1.0
IVE iShares S&P 500 Value ETF 1.5 18 42 6.2 +1.6
VOOV Vanguard S&P 500 Value ETF 1.5 10 50 6.3 +1.7
SPYV SPDR Portfolio S&P 500 Value ETF 1.4 4 56 6.4 +1.8
TRFM AAM Transformers ETF 1.4 49 11 1.9 -2.7
CGGO Capital Group Global Growth Equity ETF 1.4 47 13 5.0 +0.4
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.4 15 45 10.0 +5.4
XSLV Invesco S&P SmallCap Low Volatility ETF 1.4 25 35 5.4 +0.8
VTWO Vanguard Russell 2000 ETF 1.4 10 50 3.8 -0.8
RIET Hoya Capital High Dividend Yield ETF 1.4 50 10 6.0 +1.4
ICAP InfraCap Equity Income Fund ETF 1.4 171 -111 5.2 +0.6
GK AdvisorShares Gerber Kawasaki ETF 1.4 75 -15 2.9 -1.7
SVAL iShares US Small Cap Value Factor ETF 1.3 20 40 11.0 +6.4
DFSV Dimensional US Small Cap Value ETF 1.3 31 29 10.9 +6.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.3 65 -5 3.5 -1.1
SQLV Royce Quant Small-Cap Quality Value ETF 1.3 60 0 9.6 +5.0
BLCV iShares Large Cap Value Active ETF 1.3 53 7 7.6 +3.0
GVLU Gotham 1000 Value ETF 1.3 50 10 9.1 +4.5
DIVG Invesco S&P 500 High Dividend Growers ETF 1.3 39 21 5.3 +0.7
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.3 30 30 7.9 +3.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.2 20 40 7.8 +3.2
PAWZ ProShares Pet Care ETF 1.2 50 10 3.9 -0.7
KNO AXS Knowledge Leaders ETF 1.2 78 -18 6.1 +1.5
DVY iShares Select Dividend ETF 1.2 38 22 9.2 +4.7
SSPY Syntax Stratified LargeCap ETF 1.2 30 30 6.6 +2.0
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.2 29 31 7.4 +2.8
MILN Global X Millennial Consumer ETF 1.2 50 10 3.1 -1.5
AVSC Avantis U.S Small Cap Equity ETF 1.2 25 35 6.6 +2.0
SHUS Syntax Stratified U.S. Total Market Hedged ETF 1.2 65 -5 5.4 +0.8
SPYD SPDR Portfolio S&P 500 High Dividend ETF 1.2 7 53 8.2 +3.6
BLDG Cambria Global Real Estate ETF 1.2 60 0 4.2 -0.4
IJS iShares S&P Small-Cap 600 Value ETF 1.1 18 42 9.4 +4.8
IWN iShares Russell 2000 Value ETF 1.1 24 36 5.8 +1.2
VTWV Vanguard Russell 2000 Value ETF 1.1 15 45 5.9 +1.3
FESM Fidelity Enhanced Small Cap ETF 1.1 28 32 3.8 -0.8
RAYD Rayliant Quantitative Developed Market Equity ETF 1.1 80 -20 4.7 +0.1
JVAL JPMorgan U.S. Value Factor ETF 1.1 12 48 8.5 +4.0
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.1 15 45 9.3 +4.7
SLYV SPDR S&P 600 Small Cap Value ETF 1.1 15 45 9.5 +4.9
VLUE iShares MSCI USA Value Factor ETF 1.1 15 45 10.2 +5.6
RFV Invesco S&P Midcap 400 Pure Value ETF 1.1 35 25 14.1 +9.5
TIME Clockwise Core Equity & Innovation ETF 1.1 95 -35 8.1 +3.5
AVUV Avantis U.S. Small Cap Value ETF 1.1 25 35 10.8 +6.2
IEDI iShares U.S. Consumer Focused ETF 1.0 18 42 5.3 +0.7
IETC iShares U.S. Tech Independence Focused ETF 1.0 18 42 4.7 +0.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.0 15 45 4.7 +0.1
EES WisdomTree U.S. SmallCap Fund 1.0 38 22 9.1 +4.5
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.0 35 25 6.9 +2.3
CGDG Capital Group Dividend Growers ETF 1.0 47 13 6.3 +1.7
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.9 39 21 9.8 +5.2
PKW Invesco Buyback Achievers ETF 0.9 62 -2 8.0 +3.4
COPY Tweedy, Browne Insider + Value ETF 0.9 80 -20 12.6 +8.0
WTV WisdomTree US Value Fund of Benef Interest 0.9 12 48 9.5 +4.9
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.9 15 45 5.7 +1.1
QABA First Trust NASDAQ ABA Community Bank Index Fund 0.9 60 0 9.4 +4.8
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.9 80 -20 6.0 +1.5
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.9 20 40 4.5 -0.1
DES WisdomTree U.S. SmallCap Dividend Fund 0.9 38 22 8.7 +4.1
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.9 36 24 10.3 +5.7
FAB First Trust Multi Cap Value AlphaDEX Fund 0.9 67 -7 10.1 +5.5
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.8 39 21 10.3 +5.7
TPHD Timothy Plan High Dividend Stock ETF 0.8 52 8 6.9 +2.3
FVD First Trust Value Line Dividend Index Fund 0.8 65 -5 6.1 +1.5
SMOT VanEck Morningstar SMID Moat ETF 0.8 49 11 7.1 +2.5
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.8 54 6 6.9 +2.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.8 15 45 5.8 +1.3
ISMD Inspire Small/Mid Cap ETF 0.8 54 6 4.7 +0.1
DHS WisdomTree U.S. High Dividend Fund 0.7 38 22 7.8 +3.2
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.7 47 13 9.8 +5.2
DEW WisdomTree Global High Dividend Fund 0.7 58 2 7.7 +3.1
NUMV Nuveen ESG Mid-Cap Value ETF 0.7 31 29 6.4 +1.8
DEEP Roundhill Acquirers Deep Value ETF 0.7 80 -20 19.9 +15.3
XITK SPDR FactSet Innovative Technology ETF 0.7 45 15 0.5 -4.1
NUDV Nuveen ESG Dividend ETF 0.5 26 34 6.7 +2.1
SCHD Schwab US Dividend Equity ETF 0.5 6 54 9.4 +4.8
SDY SPDR S&P Dividend ETF 0.5 35 25 6.2 +1.6
FYT First Trust Small Cap Value AlphaDEX Fund 0.5 73 -13 9.9 +5.3
DSMC Distillate Small/Mid Cash Flow ETF 0.5 55 5 13.5 +8.9
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 39 4.3 -0.3
EQIN Columbia US Equity Income ETF 0.4 35 25 6.8 +2.2
XT iShares Exponential Technologies ETF 0.4 46 14 5.5 +0.9
DFNV Donoghue Forlines Innovation ETF 0.4 69 -9 5.1 +0.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.4 35 25 6.1 +1.5
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.4 60 0 1.2 -3.4
TXS Texas Capital Texas Equity Index ETF 0.4 49 11 5.1 +0.5
WLDR Affinity World Leaders Equity ETF 0.4 67 -7 8.3 +3.7
IWC iShares Micro-Cap ETF 0.3 60 0 -1.1 -5.6
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 0.3 85 -25 -1.5 -6.1
GINX SGI Enhanced Global Income ETF 0.2 98 -38 7.3 +2.7
FTA First Trust Large Cap Value AlphaDEX Fund 0.2 59 1 9.4 +4.9
TAX Cambria Tax Aware ETF 0.1 49 11 5.4 +0.8
ROSC Hartford Multifactor Small Cap ETF 0.1 34 26 9.0 +4.4
HDV iShares Core High Dividend ETF 0.0 8 52 6.7 +2.2

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

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RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

Forward
multiple:
Invesco Dorsey Wright Financial Momentum ETF
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

UNDERWEIGHT

Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 13.9 %
Divided by: Fwd. P/BV 2.7 x
Less: Expense ratio 60 bp
Equals: ALTAR Score 4.6 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.66 CATEGORY
AVERAGE
1.58
 
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.