Simplify Health Care ETF
ALTAR
Score™
5.3% info Recommen-
dation
UNDERWEIGHT
2022E    2023E
P/E
ratio
21.4x P/Sales
ratio
1.8x
P/BV
ratio
3.8x Div.
yield
0.9%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
PINK is an actively managed fund of US healthcare stocks and/or ETFs. The fund seeks long-term capital growth and commits to donate its net profit, in the form of its annual management fee to the Susan G. Komen Breast Cancer Foundation.

FUND BASICS
Category US Equities
Fund Sponsor Simplify Asset Management Inc.
Website www.simplify.us/etfs/pink-simplify-health-care-etf
Inception date Oct 07, 2021
Assets (mns) $48
Currency USD
Expense ratio 50 bp
Distributions Annually

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting Proprietary
Index replication
Uses derivatives No
Options available No

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 59
Wgt avg mkt cap (mns) $110,197
Large cap (>$10bn) 77.2%
Mid cap ($2-10bn) 21.0%
Small cap (<$2bn) 1.8%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
UNITEDHEALTH GROUP INC 7.6 %
JOHNSON & JOHNSON 5.5 %
CUTERA INC 5.4 %
CENTENE CORP 5.1 %
CIGNA CORPORATION 4.9 %
REGENERON PHARMACEUTICALS 4.3 %
ELI LILLY & CO 4.3 %
RESMED INC 4.1 %
MCKESSON CORP 3.9 %
ANTHEM INC 3.8 %
Total 48.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 90.7 %
IRELAND 3.9 %
FRANCE 2.6 %
COSTA RICA 1.2 %
BRITAIN 0.4 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-11.4% -- -- -- -7.2%

Market Correlations
versus... Beta R-squared
S&P500 -- --
MSCI EAFE -- --
MSCI Emg. Mkts. -- --

Technical Indicators
Recent close $23.74
30d moving avg. $24.85
Annualized volatility 0.0%
Short interest (ETF) 0.2%
Relative strength (RSI) 35

Liquidity measures
Avg. volume (thou.) 73
Turnover 3.6%
Bid/Ask (% of price) 0.16%
ADV underlying (mns) $19,959

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 710 potential alternatives to the Simplify Health Care ETF ETF based on the alternatives' overlap in portfolio holdings with PINK. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: PINK Expense: 50 bp ALTAR Score™: 5.3%


ALTERNATIVE ETFs BASED ON OVERLAP WITH PINK
Ticker Fund
Name
Overlap1
vs PINK
(%)
Expense
ratio
(bp)
Savings
vs PINK
(bp)
ALTAR
Score™
(%)
ALTAR
vs PINK
(%)
JHMH John Hancock Multifactor Healthcare ETF 53.0 40 10 7.8 +2.5
VHT Vanguard Health Care Index Fund 50.6 10 40 6.9 +1.6
XLV Health Care Select Sector SPDR Fund 50.6 10 40 8.7 +3.4
FHLC Fidelity MSCI Health Care Index ETF 50.5 8 42 6.8 +1.5
IYH iShares U.S. Healthcare ETF 49.0 41 9 7.7 +2.4
IXJ iShares Global Healthcare ETF 44.7 43 7 7.5 +2.2
RYH Invesco S&P 500 Equal Weight Health Care ETF 40.5 40 10 8.1 +2.8
FXH First Trust Health Care AlphaDEX Fund 33.2 61 -11 7.7 +2.4
BMED BlackRock Future Health ETF 27.7 85 -35 2.3 -3.0
IHF iShares U.S. Healthcare Providers ETF 27.0 42 8 6.4 +1.1
HART IQ Healthy Hearts ETF 26.8 45 5 6.2 +0.9
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 25.4 60 -10 7.1 +1.8
IHI iShares U.S. Medical Devices ETF 23.5 41 9 5.0 -0.3
PJP Invesco Dynamic Pharmaceuticals ETF 22.5 58 -8 10.8 +5.5
PTH Invesco DWA Healthcare Momentum ETF 21.8 60 -10 -5.3 -10.6
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 21.3 75 -25 8.6 +3.3
VIRS Pacer BioThreat Strategy ETF 20.7 70 -20 8.0 +2.7
RAYD Rayliant Quantitative Developed Market Equity ETF 20.6 80 -30 10.3 +5.0
MDEV First Trust Indxx Medical Devices ETF 19.9 70 -20 4.3 -1.0
MTUM iShares MSCI USA Momentum Factor ETF 19.0 15 35 6.9 +1.6
MGV Vanguard Mega Cap Value ETF 18.2 7 43 8.7 +3.4
PPH VanEck Pharmaceutical ETF 17.7 35 15 11.5 +6.2
MBCC Monarch Blue Chips Core ETF 17.7 125 -75 4.6 -0.7
AGNG Global X Aging Population ETF 17.4 50 0 4.3 -1.0
XHE SPDR S&P Health Care Equipment ETF 17.2 35 15 -0.7 -6.0
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 16.8 29 21 6.4 +1.1
FTCS First Trust Capital Strength ETF 16.8 55 -5 7.4 +2.1
PSET Principal Price Setters Index ETF 16.7 15 35 7.7 +2.4
HKND Humankind US Stock ETF 16.4 11 39 8.5 +3.2
FBCV Fidelity Blue Chip Value ETF 16.4 59 -9 8.1 +2.8
FTXH First Trust Nasdaq Pharmaceuticals ETF 15.9 60 -10 25.6 +20.3
VTV Vanguard Value Index Fund 15.9 4 46 8.8 +3.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 15.8 48 2 8.3 +3.0
APXH Apex Healthcare ETF 15.4 90 -40 9.8 +4.5
RAFE PIMCO RAFI ESG U.S. ETF 15.2 30 20 9.8 +4.5
SPXT ProShares S&P 500 Ex-Technology ETF 14.9 27 23 7.0 +1.7
IWX iShares Russell Top 200 Value ETF 14.9 20 30 8.5 +3.2
AILG Alpha Intelligent - Large Cap Growth ETF 14.8 85 -35 4.5 -0.8
XOUT GraniteShares XOUT U.S. Large Cap ETF 14.8 60 -10 6.3 +1.0
GDOC Goldman Sachs Future Health Care Equity ETF 14.8 75 -25 2.0 -3.3
HTEC ROBO Global Healthcare Technology & Innovation ETF 14.6 68 -18 -0.6 -5.9
MXDU Nationwide Maximum Diversification US Core Equity ETF 14.4 34 16 0.0 -5.3
WDNA WisdomTree BioRevolution Fund 14.4 45 5 -4.2 -9.5
AVDG AVDR US LargeCap ESG ETF 14.3 60 -10 0.0 -5.3
HLGE Hartford Longevity Economy ETF 14.0 44 6 9.5 +4.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 13.9 10 40 7.2 +1.9
DFUV Dimensional US Marketwide Value ETF 13.9 23 27 9.9 +4.6
RWL Invesco S&P 500 Revenue ETF 13.8 39 11 8.1 +2.8
PWV Invesco Dynamic Large Cap Value ETF 13.8 58 -8 9.4 +4.1
MMTM SPDR S&P 1500 Momentum Tilt ETF 13.6 12 38 6.9 +1.6
CLRG IQ Chaikin U.S. Large Cap ETF 13.6 25 25 7.1 +1.8
XHS SPDR S&P Health Care Services ETF 13.5 35 15 -0.0 -5.3
RBUS Nationwide Risk-Based U.S. Equity ETF 13.4 30 20 0.0 -5.3
VIG Vanguard Dividend Appreciation Index Fund 13.3 6 44 7.3 +2.0
HLAL Wahed FTSE USA Shariah ETF 13.3 50 0 6.4 +1.1
ZECP Zacks Earnings Consistent Portfolio ETF 13.2 55 -5 7.0 +1.7
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 13.2 20 30 7.8 +2.5
LRGE ClearBridge Large Cap Growth ESG ETF 13.1 59 -9 4.8 -0.5
ESG FlexShares STOXX US ESG Impact Index Fund 13.0 32 18 6.8 +1.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 12.9 50 0 6.9 +1.6
JMIN JPMorgan U.S. Minimum Volatility ETF 12.8 12 38 6.6 +1.3
VOOV Vanguard S&P 500 Value ETF 12.8 10 40 8.0 +2.7
IVE iShares S&P 500 Value ETF 12.7 18 32 7.9 +2.6
SPYV SPDR Portfolio S&P 500 Value ETF 12.7 4 46 8.0 +2.7
DSTL Distillate US Fundamental Stability & Value ETF 12.7 39 11 8.7 +3.4
AUSF Global X Adaptive U.S. Factor ETF 12.7 27 23 6.9 +1.6
DEF Invesco Defensive Equity ETF 12.6 53 -3 6.9 +1.6
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 12.6 17 33 7.2 +1.9
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 12.6 49 1 7.5 +2.2
SPXN ProShares S&P 500 Ex-Financials ETF 12.5 27 23 6.7 +1.4
WOMN Impact Shares YWCA Women's Empowerment ETF 12.5 75 -25 7.1 +1.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 12.5 75 -25 7.0 +1.7
GBLO Global Beta Low Beta ETF 12.4 29 21 7.9 +2.6
JAVA JPMorgan Active Value ETF 12.4 44 6 7.7 +2.4
QUS SPDR MSCI USA StrategicFactors ETF 12.3 15 35 7.6 +2.3
ILCV iShares Morningstar Value ETF 12.3 4 46 8.7 +3.4
DWEQ AdvisorShares Dorsey Wright Alpha Equal Weight ETF 12.3 96 -46 4.1 -1.2
VDNI V-Shares US Leadership Diversity ETF 12.3 29 21 7.4 +2.1
DGRW WisdomTree U.S. Quality Dividend Growth Fund 12.2 28 22 8.2 +2.9
MBOX Freedom Day Dividend ETF 12.2 39 11 9.4 +4.1
CGGR Capital Group Growth ETF 12.2 39 11 5.3 -0.1
MGC Vanguard Mega Cap Index Fund 12.1 7 43 6.9 +1.6
NZRO Strategy Shares Halt Climate Change ETF 12.1 95 -45 2.0 -3.3
IUSV iShares Core S&P U.S. Value ETF 12.0 4 46 8.1 +2.8
XRMI Global X S&P 500 Risk Managed Income ETF 12.0 60 -10 6.1 +0.8
FLQL Franklin LibertyQ U.S. Equity ETF 12.0 15 35 8.7 +3.4
XYLD Global X S&P 500 Covered Call ETF 12.0 60 -10 6.5 +1.2
IWL iShares Russell Top 200 ETF 12.0 15 35 6.8 +1.5
QVML Invesco S&P 500 QVM Multi-factor ETF 12.0 11 39 7.3 +2.0
ANEW ProShares MSCI Transformational Changes ETF 11.9 45 5 4.9 -0.4
PBP Invesco S&P 500 BuyWrite ETF 11.9 49 1 6.4 +1.1
XCLR Global X S&P 500 Collar 95-110 ETF 11.9 60 -10 6.0 +0.7
CACG ClearBridge All Cap Growth ETF 11.9 53 -3 4.9 -0.5
DJIA Global X Dow 30 Covered Call ETF 11.8 60 -10 7.7 +2.4
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 11.8 12 38 6.9 +1.6
BKLC BNY Mellon US Large Cap Core Equity ETF 11.8 0 50 6.9 +1.6
LRND IQ U.S. Large Cap R&D Leaders ETF 11.7 14 36 8.4 +3.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 11.7 15 35 6.7 +1.4
ACVF American Conservative Values ETF 11.7 75 -25 6.2 +0.9
HELX Franklin Genomic Advancements ETF 11.7 50 0 4.9 -0.4
XYLG Global X S&P 500 Covered Call & Growth ETF 11.6 60 -10 6.5 +1.2
JOET Virtus Terranova US Quality Momentum ETF 11.5 29 21 7.4 +2.1
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 11.5 65 -15 0.0 -5.3
GSPY Gotham Enhanced 500 ETF 11.5 50 0 7.5 +2.2
DIA SPDR Dow Jones Industrial Average ETF Trust 11.4 16 34 7.7 +2.4
SPXE ProShares S&P 500 Ex-Energy ETF 11.4 27 23 6.9 +1.6
FDMO Fidelity Momentum Factor ETF 11.4 29 21 5.2 -0.2
VV Vanguard Large-Cap Index Fund 11.4 4 46 6.9 +1.6
IUS Invesco Strategic US ETF 11.3 19 31 8.6 +3.3
SNPE Xtrackers S&P 500 ESG ETF 11.3 10 40 7.2 +1.9
EFIV SPDR S&P 500 ESG ETF 11.3 10 40 7.2 +1.9
VOO VANGUARD S&P 500 ETF 11.3 3 47 7.1 +1.8
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 11.3 20 30 6.9 +1.6
QDEF FlexShares Quality Dividend Defensive Index Fund 11.3 37 13 8.5 +3.2
XTR Global X S&P 500 Tail Risk ETF 11.2 60 -10 6.5 +1.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 11.2 9 41 7.5 +2.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 11.2 20 30 6.9 +1.6
XVOL Acruence Active Hedge U.S. Equity ETF 11.2 83 -33 6.3 +1.0
JMOM JPMorgan U.S. Momentum Factor ETF 11.2 12 38 7.0 +1.7
SPMV Invesco S&P 500 Minimum Variance ETF 11.2 10 40 6.4 +1.1
FDHT Fidelity Digital Health ETF 11.0 39 11 0.3 -5.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 11.0 49 1 6.3 +1.0
SPMO Invesco S&P 500 Momentum ETF 11.0 13 37 6.8 +1.5
FLV American Century Focused Large Cap Value ETF 11.0 42 8 8.1 +2.8
DIVO Amplify YieldShares CWP Dividend & Option Income ETF 11.0 55 -5 7.5 +2.2
VOTE Engine No. 1 Transform 500 ETF 11.0 5 45 6.9 +1.6
ESGV Vanguard ESG U.S. Stock ETF 11.0 9 41 6.9 +1.6
IVV iShares Core S&P 500 ETF 11.0 3 47 7.1 +1.8
IBB iShares NASDAQ Biotechnology ETF 10.9 45 5 -0.3 -5.6
SPY SPDR S&P 500 ETF Trust 10.9 9 41 7.0 +1.7
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 10.9 7 43 6.9 +1.6
PFM Invesco Dividend Achievers ETF 10.9 53 -3 7.2 +1.9
SPLG SPDR Portfolio S&P 500 ETF 10.9 3 47 7.1 +1.8
FBT First Trust NYSE Arca Biotechnology Index Fund 10.9 55 -5 1.3 -4.1
CATH Global X S&P 500 Catholic Values Custom ETF 10.9 29 21 6.7 +1.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 10.8 30 20 8.0 +2.7
NVQ QRAFT AI-Enhanced US Next Value ETF 10.8 75 -25 11.8 +6.5
VONV Vanguard Russell 1000 Value Index Fund 10.8 8 42 8.5 +3.2
XVV iShares ESG Screened S&P 500 ETF 10.8 8 42 7.1 +1.8
FTC First Trust Large Cap Growth AlphaDEX Fund 10.8 59 -9 6.1 +0.8
IWD iShares Russell 1000 Value ETF 10.7 19 31 8.4 +3.1
PBUS Invesco PureBeta MSCI USA ETF 10.7 4 46 6.9 +1.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 10.7 2 48 6.9 +1.6
XLG Invesco S&P 500 Top 50 ETF 10.7 20 30 6.3 +1.0
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 10.6 75 -25 9.1 +3.8
NACP Impact Shares NAACP Minority Empowerment ETF 10.6 49 1 6.9 +1.6
VONE Vanguard Russell 1000 ETF 10.6 8 42 6.9 +1.6
IBBQ Invesco Nasdaq Biotechnology ETF 10.5 19 31 -0.5 -5.8
ILCB iShares Morningstar U.S. Equity ETF 10.5 3 47 6.9 +1.6
ADME Aptus Drawdown Managed Equity ETF 10.5 79 -29 5.6 +0.3
SCHX Schwab U.S. Large-Cap ETF 10.5 3 47 6.9 +1.6
QLV FlexShares US Quality Low Volatility Index Fund 10.5 22 28 6.7 +1.4
EPS WisdomTree U.S. Earnings 500 Fund 10.4 8 42 8.7 +3.4
RESP WisdomTree US ESG Fund of Benef Interest 10.4 28 22 8.7 +3.4
DFUS Dimensional U.S. Equity ETF 10.4 11 39 7.0 +1.7
SCHG Schwab U.S. Large-Cap Growth ETF 10.4 4 46 5.4 +0.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 10.4 10 40 6.4 +1.1
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 10.4 69 -19 7.6 +2.3
USMV iShares Edge MSCI Min Vol USA ETF 10.4 15 35 6.9 +1.6
DLN WisdomTree U.S. LargeCap Dividend Fund 10.4 28 22 8.0 +2.7
ESGU iShares MSCI USA ESG Optimized ETF 10.4 15 35 6.9 +1.6
DIVZ TrueShares Low Volatility Equity Income ETF 10.3 65 -15 9.1 +3.8
OEF iShares S&P 100 ETF 10.3 20 30 6.8 +1.5
IHE iShares U.S. Pharmaceuticals ETF 10.3 42 8 7.0 +1.7
SUSL iShares ESG MSCI USA Leaders ETF 10.3 10 40 7.0 +1.7
SCHK Schwab 1000 Index ETF 10.3 5 45 6.9 +1.6
ROUS Hartford Multifactor US Equity ETF 10.3 19 31 8.6 +3.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 10.3 10 40 7.0 +1.7
IWB iShares Russell 1000 ETF 10.3 15 35 6.8 +1.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 10.2 14 36 7.0 +1.7
SPGP Invesco S&P 500 GARP ETF 10.2 36 14 10.7 +5.4
BAD B.A.D. ETF 10.2 75 -25 3.6 -1.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 10.2 15 35 6.8 +1.5
IYY iShares Dow Jones U.S. ETF 10.2 20 30 6.7 +1.4
SPTM SPDR Portfolio Total Stock Market ETF 10.2 3 47 7.2 +1.9
LRGF iShares Edge MSCI Multifactor USA ETF 10.2 8 42 8.1 +2.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 10.1 19 31 8.3 +3.0
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 10.1 15 35 6.9 +1.6
LYFE 2nd Vote Life Neutral Plus ETF 10.1 75 -25 8.8 +3.5
CGUS Capital Group Core Equity ETF 10.1 33 17 7.1 +1.8
VTI Vanguard Total Stock Market Index Fund 10.1 3 47 6.6 +1.3
RNLC Large Cap US Equity Select ETF 10.1 60 -10 8.3 +3.0
FCPI Fidelity Stocks for Inflation ETF 10.1 29 21 10.8 +5.5
QLC FlexShares US Quality Large Cap Index Fund 10.0 32 18 8.0 +2.7
SDEP SFP Core Equity Strategy 10.0 0 50 7.2 +1.9
VTHR Vanguard Russell 3000 Index Fund 10.0 10 40 6.7 +1.4
AQGX AI Quality Growth ETF 10.0 97 -47 5.9 +0.6
FDLO Fidelity Low Volatility Factor ETF 10.0 29 21 6.3 +1.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 9.9 30 20 8.6 +3.3
QDF FlexShares Quality Dividend Index Fund 9.9 37 13 9.1 +3.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 9.9 65 -15 8.0 +2.7
SDGA Impact Shares Sustainable Development Goals Global ETF 9.9 75 -25 8.0 +2.7
JHML John Hancock Multifactor Large Cap ETF 9.9 29 21 7.3 +2.0
VSLU Applied Finance Valuation Large Cap ETF 9.9 49 1 8.8 +3.5
SFY SoFi Select 500 ETF 9.8 0 50 6.8 +1.5
JVAL JPMorgan U.S. Value Factor ETF 9.8 12 38 10.8 +5.5
PWB Invesco Dynamic Large Cap Growth ETF 9.8 56 -6 5.2 -0.1
VOOG Vanguard S&P 500 Growth ETF 9.8 10 40 6.6 +1.3
SCHV Schwab U.S. Large-Cap Value ETF 9.8 4 46 8.4 +3.1
SCHB Schwab U.S. Broad Market ETF 9.7 3 47 6.8 +1.5
IWV iShares Russell 3000 ETF 9.7 20 30 6.6 +1.3
VONG Vanguard Russell 1000 Growth Index Fund 9.7 8 42 6.2 +0.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 9.7 3 47 6.7 +1.4
KRMA Global X Conscious Companies ETF 9.7 43 7 7.4 +2.1
VFMO Vanguard U.S. Momentum Factor ETF 9.7 13 37 6.7 +1.4
NZUS SPDR MSCI USA Climate Paris Aligned ETF 9.7 10 40 6.5 +1.2
DBLV AdvisorShares DoubleLine Value Equity ETF 9.6 91 -41 7.9 +2.6
FNDX Schwab Fundamental U.S. Large Co. Index ETF 9.6 25 25 8.8 +3.5
TTAC TrimTabs US Free Cash Flow Quality ETF 9.6 59 -9 8.0 +2.7
VLU SPDR S&P 1500 Value Tilt ETF 9.5 12 38 9.4 +4.1
PRF Invesco FTSE RAFI US 1000 ETF 9.5 39 11 8.8 +3.5
DTD WisdomTree U.S.Total Dividend Fund 9.5 28 22 8.3 +3.0
CFA VictoryShares US 500 Volatility Weighted Index ETF 9.5 35 15 7.6 +2.3
EGIS 2nd Vote Society Defended ETF 9.4 75 -25 8.2 +2.9
USXF iShares ESG Advanced MSCI USA ETF 9.4 10 40 7.0 +1.7
RSPE Invesco ESG S&P 500 Equal Weight ETF 9.4 20 30 8.6 +3.3
DGRO iShares Core Dividend Growth ETF 9.4 8 42 8.5 +3.2
ACIO Aptus Collared Income Opportunity ETF 9.4 79 -29 5.9 +0.6
EQWL Invesco Russell Top 200 Equal Weight ETF 9.3 25 25 8.3 +3.0
SIXA 6 Meridian Mega Cap Equity ETF 9.3 82 -32 9.3 +4.0
VYM Vanguard High Dividend Yield Index ETF 9.3 6 44 9.0 +3.7
PZLD Puzzle Divdend Leaders 9.3 10 40 7.3 +2.0
DFAU Dimensional US Core Equity Market ETF 9.2 12 38 7.2 +1.9
IWF iShares Russell 1000 Growth ETF 9.2 19 31 6.1 +0.8
SIXH 6 Meridian Hedged Equity-Index Option Strategy ETF 9.2 84 -34 8.3 +3.0
WGRO WisdomTree U.S. Growth & Momentum Fund 9.2 55 -5 8.1 +2.8
CGGO Capital Group Global Growth Equity ETF 9.2 47 3 5.2 -0.1
JEPI JPMorgan Equity Premium Income ETF 9.2 35 15 6.4 +1.1
FMIL Fidelity New Millennium ETF 9.1 59 -9 7.8 +2.5
IVW iShares S&P 500 Growth ETF 9.1 18 32 6.5 +1.2
SPYG SPDR Portfolio S&P 500 Growth ETF 9.1 4 46 6.6 +1.3
TMFC Motley Fool 100 Index ETF 9.0 50 0 5.5 +0.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 9.0 60 -10 9.9 +4.6
RECS Columbia Research Enhanced Core ETF 9.0 15 35 8.0 +2.7
FNDB Schwab Fundamental U.S. Broad Market Index ETF 8.9 25 25 8.7 +3.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 8.9 18 32 9.2 +3.9
BBH VanEck Biotech ETF 8.9 35 15 5.8 +0.5
ECOZ TrueMark ESG Active Opportunities ETF 8.9 58 -8 5.7 +0.4
AFLG First Trust Active Factor Large Cap ETF 8.8 55 -5 8.3 +3.0
IWY iShares Russell Top 200 Growth ETF 8.8 20 30 6.3 +1.0
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 8.8 9 41 7.2 +1.9
SHE SPDR SSGA Gender Diversity Index ETF 8.8 20 30 7.1 +1.8
IUSG iShares Core S&P US Growth ETF 8.7 4 46 6.7 +1.4
RFFC RiverFront Dynamic US Flex-Cap ETF 8.7 52 -2 6.7 +1.4
IVSG Invesco Select Growth ETF 8.7 48 2 5.3 0.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 8.7 18 32 7.0 +1.7
CGDV Capital Group Dividend Value ETF 8.7 33 17 7.4 +2.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 8.6 15 35 15.3 +10.0
JQUA JPMorgan U.S. Quality Factor ETF 8.6 12 38 7.7 +2.4
RUFF Alpha Dog ETF 8.6 90 -40 6.1 +0.8
AIVL WisdomTree U.S. AI Enhanced Value Fund 8.5 38 12 8.0 +2.7
QUAL iShares MSCI Usa Quality Factor ETF 8.5 15 35 8.6 +3.3
DIVB iShares U.S. Dividend & Buyback ETF 8.4 25 25 8.9 +3.6
CCOR Core Alternative ETF 8.4 109 -59 5.6 +0.3
VOT Vanguard Mid-Cap Growth Index Fund 8.3 7 43 4.9 -0.4
FUNL CornerCap Fundametrics Large-Cap ETF 8.3 50 0 9.5 +4.2
QWLD SPDR MSCI World StrategicFactors ETF 8.3 30 20 7.4 +2.1
FDWM Fidelity Women's Leadership ETF 8.3 59 -9 7.0 +1.7
PBE Invesco Dynamic Biotechnology & Genome ETF 8.3 59 -9 1.0 -4.3
USMF WisdomTree U.S. Multifactor Fund 8.3 28 22 9.5 +4.2
PZLG Puzzle Mature Growth 8.3 10 40 5.7 +0.4
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 8.2 25 25 6.4 +1.1
VFMF Vanguard U.S. Multifactor ETF 8.1 18 32 10.9 +5.6
DEIF Sterling Capital Diverse Multi-Manager Active ETF 8.1 65 -15 7.9 +2.6
MKEM Meakem Value and Inflation Screen 8.1 10 40 5.8 +0.5
TOK iShares MSCI Kokusai ETF 8.1 25 25 6.9 +1.6
KOKU Xtrackers MSCI Kokusai Equity ETF 8.1 9 41 7.2 +1.9
RSP Invesco S&P 500 Equal Weight ETF 8.0 20 30 7.5 +2.2
BKUS BNY Mellon Sustainable US Equity ETF 8.0 60 -10 6.1 +0.8
GFGF Guru Favorite Stocks ETF 8.0 65 -15 7.7 +2.4
SPVU Invesco S&P 500 Enhanced Value ETF 8.0 13 37 14.2 +8.9
DVLU First Trust Dorsey Wright Momentum & Value ETF 8.0 60 -10 12.9 +7.6
ESGG FlexShares STOXX Global ESG Impact Index Fund 8.0 42 8 7.1 +1.8
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 7.9 50 0 3.8 -1.5
HDV iShares Core High Dividend ETF 7.9 8 42 9.4 +4.1
VEGN US Vegan Climate ETF 7.9 60 -10 6.8 +1.5
DFAC Dimensional U.S. Core Equity 2 ETF 7.9 19 31 7.9 +2.6
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 7.9 25 25 7.5 +2.2
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 7.9 35 15 9.3 +4.0
FQAL Fidelity Quality Factor ETF 7.9 29 21 8.1 +2.8
FLLV Franklin Liberty U.S. Low Volatility ETF 7.9 29 21 6.7 +1.4
FTHI First Trust High Income ETF 7.9 85 -35 5.1 -0.2
GDIV Harbor Dividend Growth Leaders ETF 7.9 50 0 8.3 +3.0
FEX First Trust Large Cap Core AlphaDEX Fund 7.8 59 -9 8.7 +3.4
REVS Columbia Research Enhanced Value ETF 7.8 19 31 10.2 +4.9
ILCG iShares Morningstar Growth ETF 7.8 4 46 5.4 +0.1
HEET Hartford Schroders ESG US Equity ETF 7.8 39 11 8.1 +2.8
IVLC Invesco US Large Cap Core ESG ETF 7.7 48 2 6.8 +1.5
RPG Invesco S&P 500 Pure Growth ETF 7.7 35 15 8.3 +3.0
EDOC Global X Telemedicine & Digital Health ETF 7.6 68 -18 -2.9 -8.2
URTH iShares MSCI World ETF 7.6 24 26 7.0 +1.7
LVOL American Century Low Volatility ETF 7.6 29 21 6.9 +1.6
STLV iShares Factors US Value Style ETF 7.6 25 25 11.2 +5.9
LEAD Siren DIVCON Leaders Dividend ETF 7.6 43 7 9.2 +3.9
WRND IQ Global Equity R&D Leaders ETF 7.6 18 32 8.9 +3.6
AVUS Avantis U.S. Equity ETF 7.5 15 35 8.1 +2.8
RPV Invesco S&P 500 Pure Value ETF 7.5 35 15 11.4 +6.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 7.5 25 25 7.5 +2.2
TPLC Timothy Plan US Large Cap Core ETF 7.5 52 -2 6.9 +1.6
CWS AdvisorShares Focused Equity ETF 7.5 66 -16 6.6 +1.3
SPLV Invesco S&P 500 Low Volatility ETF 7.5 25 25 6.4 +1.1
NULC Nuveen ESG Large-Cap ETF 7.4 20 30 6.8 +1.5
DSI iShares MSCI KLD 400 Social ETF 7.4 25 25 7.1 +1.8
NTZG Nuveen Global Net Zero Transition ETF 7.4 55 -5 6.2 +0.9
OALC OneAscent Large Cap Core ETF 7.3 76 -26 7.4 +2.1
EUSA iShares MSCI USA Equal Weighted ETF 7.3 9 41 6.8 +1.5
SSPY Syntax Stratified LargeCap ETF 7.3 30 20 7.7 +2.4
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 7.3 75 -25 8.5 +3.2
COWZ Pacer US Cash Cows 100 ETF 7.3 49 1 13.7 +8.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 7.3 12 38 6.9 +1.6
IWP iShares Russell Mid-Cap Growth ETF 7.3 23 27 5.3 -0.0
GGRW Gabelli Growth Innovators ETF 7.3 90 -40 3.8 -1.5
RDVY First Trust Rising Dividend Achievers ETF 7.3 50 0 11.0 +5.7
SIZE iShares MSCI USA Size Factor ETF 7.2 15 35 6.6 +1.3
EDOW First Trust Dow 30 Equal Weight ETF 7.1 50 0 8.3 +3.0
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 7.1 15 35 8.6 +3.3
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 7.1 75 -25 6.8 +1.5
NOBL ProShares S&P 500 Dividend Aristocrats ETF 7.1 35 15 7.1 +1.8
DURA VanEck Morningstar Durable Dividend ETF 7.1 29 21 8.6 +3.3
VLUE iShares MSCI USA Value Factor ETF 7.0 15 35 14.9 +9.6
NULV Nuveen ESG Large-Cap Value ETF 7.0 25 25 9.3 +4.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 7.0 63 -13 5.3 -0.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 7.0 20 30 7.5 +2.2
FEVR Inspire Faithward Large Cap Momentum ESG ETF 7.0 80 -30 6.6 +1.3
FVAL Fidelity Value Factor ETF 7.0 29 21 10.9 +5.6
ACWV iShares MSCI Global Min Vol Factor ETF 6.9 20 30 7.1 +1.8
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 6.9 20 30 10.4 +5.1
IUSA Amberwave Invest USA JSG Fund 6.9 67 -17 7.3 +2.0
VFMV Vanguard U.S. Minimum Volatility ETF 6.9 13 37 7.0 +1.7
ACWI iShares MSCI ACWI ETF 6.9 32 18 7.2 +1.9
FLRG Fidelity U.S. Multifactor ETF 6.8 29 21 9.0 +3.7
GERM ETFMG Treatments Testing and Advancements ETF 6.8 68 -18 -15.6 -20.9
GVIP Goldman Sachs Hedge Industry VIP ETF 6.8 45 5 5.2 -0.1
FDG American Century Focused Dynamic Growth ETF 6.8 45 5 3.3 -2.1
AILV Alpha Intelligent - Large Cap Value ETF 6.7 85 -35 7.3 +2.0
VO Vanguard Mid-Cap Index Fund 6.7 4 46 6.9 +1.6
XDNA Strategic CRISPR & Gene Editing Technology ETF 6.7 78 -28 -3.1 -8.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 6.7 70 -20 6.5 +1.2
SPVM Invesco S&P 500 Value with Momentum ETF 6.7 39 11 10.3 +5.0
XPH SPDR S&P Pharmaceuticals ETF 6.6 35 15 -1.6 -6.9
SDG iShares Sustainable MSCI Global Impact ETF 6.6 49 1 9.3 +4.0
NULG Nuveen ESG Large-Cap Growth ETF 6.6 25 25 5.4 +0.1
VSDA VictoryShares Dividend Accelerator ETF 6.6 35 15 7.6 +2.3
YLDE ClearBridge Dividend Strategy ESG ETF 6.6 60 -10 7.1 +1.8
KONG Formidable Fortress ETF 6.6 89 -39 6.5 +1.2
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 6.5 39 11 6.9 +1.6
ROCI ROC ETF 6.5 49 1 5.8 +0.5
VUG Vanguard Growth Index Fund 6.5 4 46 5.6 +0.3
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 6.4 60 -10 6.0 +0.7
IMCG iShares Morningstar Mid-Cap Growth ETF 6.3 6 44 5.4 +0.1
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.3 60 -10 6.1 +0.8
WTV WisdomTree US Value Fund 6.3 12 38 10.7 +5.4
VT Vanguard Total World Stock ETF 6.2 7 43 7.4 +2.1
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 6.2 17 33 9.1 +3.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 6.2 9 41 7.0 +1.7
XT iShares Exponential Technologies ETF 6.2 46 4 4.9 -0.4
DJD Invesco Dow Jones Industrial Average Dividend ETF 6.1 7 43 10.9 +5.6
SUSA iShares MSCI USA ESG Select ETF 6.1 25 25 6.8 +1.5
UGCE Uncommon Portfolio Design Core Equity ETF 6.1 65 -15 0.0 -5.3
QDYN FlexShares Quality Dividend Dynamic Index Fund 6.1 37 13 9.9 +4.6
VALQ American Century STOXX U.S. Quality Value ETF 6.1 29 21 11.8 +6.5
FDRR Fidelity Dividend ETF for Rising Rates 6.0 29 21 9.2 +3.9
ACWF iShares MSCI Global Multifactor ETF 6.0 35 15 10.8 +5.5
PDP Invesco DWA Momentum ETF 6.0 62 -12 6.3 +1.0
IQSU IQ Candriam ESG US Equity ETF 6.0 9 41 6.6 +1.3
DFND Siren DIVCON Dividend Defender ETF 6.0 150 -100 7.4 +2.1
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 5.9 15 35 9.3 +4.0
DUHP Dimensional US High Profitability ETF 5.9 22 28 9.5 +4.2
SXQG 6 Meridian Quality Growth ETF 5.9 100 -50 6.3 +1.0
BIBL Inspire ETF 5.8 35 15 6.7 +1.4
MMLG First Trust Multi-Manager Large Growth ETF 5.7 85 -35 3.4 -1.9
VUSE Vident Core US Equity Fund 5.6 50 0 12.0 +6.7
XBI SPDR S&P BIOTECH ETF 5.6 35 15 -4.0 -9.3
VFQY Vanguard U.S. Quality Factor ETF 5.6 13 37 9.4 +4.1
TMDV ProShares Russell US Dividend Growers ETF 5.6 36 14 7.0 +1.7
FXG First Trust Consumer Staples AlphaDEX Fund 5.6 64 -14 7.5 +2.2
IQM Franklin Intelligent Machines ETF 5.6 50 0 4.3 -1.0
QMOM Alpha Architect U.S. Quantitative Momentum ETF 5.5 49 1 6.0 +0.7
AVLV Avantis U.S. Large Cap Value ETF 5.4 15 35 10.2 +4.9
DGT SPDR Global Dow ETF 5.4 50 0 9.2 +3.9
RNDV US Equity Dividend Select ETF 5.4 50 0 10.4 +5.1
PY Principal Shareholder Yield Index ETF 5.4 15 35 7.9 +2.6
DTEC ALPS Disruptive Technologies ETF 5.4 50 0 4.5 -0.8
BBP BioShares Biotechnology Products Fund 5.3 79 -29 -3.2 -8.5
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 5.3 29 21 9.0 +3.7
JDIV JPMorgan U.S. Dividend ETF 5.3 12 38 8.7 +3.4
VNSE Natixis Vaughan Nelson Select ETF 5.3 80 -30 4.4 -0.9
RTH VanEck Retail ETF 5.2 35 15 6.7 +1.4
DIVS SmartETFs Dividend Builder ETF 5.2 65 -15 6.8 +1.5
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF 5.2 58 -8 5.1 -0.2
BFOR Barron's 400 ETF 5.1 70 -20 10.4 +5.1
PKW Invesco Buyback Achievers ETF 5.1 64 -14 10.8 +5.5
NUDV Nuveen ESG Dividend ETF 5.1 25 25 8.7 +3.4
FPX First Trust US IPO Index Fund 5.1 57 -7 3.2 -2.1
ACSI American Customer Satisfaction Core Alpha ETF 5.1 65 -15 4.6 -0.7
ZIG The Acquirers Fund 5.1 89 -39 18.8 +13.5
MGK Vanguard Mega Cap Growth ETF 5.1 7 43 5.9 +0.6
SAMT Strategas Macro Thematic Opportunities ETF 5.1 65 -15 4.1 -1.2
TMFM Motley Fool Mid-Cap Growth ETF 5.1 85 -35 4.8 -0.5
ONEO SPDR Russell 1000 Momentum Focus ETF 5.0 20 30 9.7 +4.4
ETHO Etho Climate Leadership U.S. ETF 5.0 47 3 5.4 +0.1
VFLQ Vanguard U.S. Liquidity Factor ETF 5.0 13 37 4.2 -1.1
KLDW Gavekal Knowledge Leaders Developed World ETF 4.9 75 -25 6.2 +0.9
ESGS Columbia Sustainable U.S. Equity Income ETF 4.9 35 15 11.3 +6.0
PEXL Pacer US Export Leaders ETF 4.9 60 -10 7.5 +2.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.9 35 15 6.6 +1.3
BUL Pacer US Cash Cows Growth ETF 4.9 60 -10 11.0 +5.7
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.9 57 -7 6.4 +1.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.9 15 35 7.9 +2.6
QVAL Alpha Architect U.S. Quantitative Value ETF 4.9 49 1 19.6 +14.3
VFVA Vanguard U.S. Value Factor ETF 4.9 13 37 14.3 +9.0
KLCD KFA Large Cap Quality Dividend Index ETF 4.8 42 8 7.7 +2.4
MAGA Point Bridge GOP Stock Tracker ETF 4.8 72 -22 7.2 +1.9
EQOP Natixis U.S. Equity Opportunities ETF 4.8 85 -35 7.3 +2.0
FBCG Fidelity Blue Chip Growth ETF 4.8 59 -9 3.1 -2.2
IMCB iShares Morningstar Mid-Cap ETF 4.7 4 46 7.3 +2.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 4.7 4 46 7.2 +1.9
QGRO American Century STOXX U.S. Quality Growth ETF 4.7 29 21 7.1 +1.8
SPQQ Siren Large Cap Blend Index ETF 4.7 20 30 0.0 -5.3
MOTE VanEck Morningstar ESG Moat ETF 4.7 49 1 7.3 +2.0
EQUL IQ Engender Equality ETF 4.6 45 5 8.5 +3.2
LGLV SPDR Russell 1000 Low Volatility ETF 4.6 12 38 6.3 +1.0
PEZ Invesco DWA Consumer Cyclicals Momentum ETF 4.5 60 -10 8.1 +2.8
QQQN VictoryShares Nasdaq Next 50 ETF 4.5 18 32 7.2 +1.9
HVAL ALPS Hillman Active Value ETF 4.5 55 -5 9.0 +3.7
DUSA Davis Select U.S. Equity ETF 4.5 61 -11 10.0 +4.7
BTHM BlackRock Future U.S. Themes ETF 4.5 60 -10 7.3 +2.0
TECB iShares US Tech Breakthrough Multisector ETF 4.4 40 10 7.0 +1.7
STLG iShares Factors US Growth Style ETF 4.4 25 25 8.7 +3.4
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 4.4 35 15 8.9 +3.6
IWR iShares Russell Midcap ETF 4.3 19 31 6.9 +1.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.3 24 26 9.1 +3.8
IYK iShares U.S. Consumer Goods ETF 4.3 41 9 6.5 +1.2
FLDZ RiverNorth Volition America Patriot ETF 4.3 76 -26 6.7 +1.4
SIXL 6 Meridian Low Beta Equity Strategy ETF 4.2 82 -32 6.9 +1.6
EQAL Invesco Russell 1000 Equal Weight ETF 4.2 20 30 7.2 +1.9
ONEV SPDR Russell 1000 Low Volatility Focus ETF 4.1 20 30 9.2 +3.9
QDIV Global X S&P 500 Quality Dividend ETF 4.1 20 30 10.0 +4.7
SDY SPDR S&P Dividend ETF 4.1 35 15 7.5 +2.2
GVLU Gotham 1000 Value ETF 4.1 50 0 11.6 +6.3
YPS Arrow Reverse Cap 500 ETF 4.0 29 21 7.4 +2.1
ITAN Sparkline Intangible Value ETF 4.0 50 0 8.7 +3.4
FSST Fidelity Sustainability U.S. Equity ETF 4.0 59 -9 7.0 +1.7
INNO Harbor Disruptive Innovation ETF 3.9 75 -25 -3.8 -9.1
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 3.9 96 -46 5.3 +0.0
FVD First Trust Value Line Dividend Index Fund 3.9 67 -17 7.1 +1.8
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.8 15 35 4.8 -0.5
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 3.8 35 15 9.3 +4.0
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 3.8 35 15 9.3 +4.0
UVDV UVA Dividend Value ETF 3.7 80 -30 7.9 +2.6
AVDR AVDR US LargeCap Leading ETF 3.7 60 -10 0.0 -5.3
GCOW Pacer Global High Dividend ETF 3.7 60 -10 14.5 +9.2
QRMI Global X NASDAQ 100 Risk Managed Income ETF 3.7 60 -10 5.6 +0.3
QYLD Global X NASDAQ 100 Covered Call ETF 3.7 60 -10 6.1 +0.8
WLDR Affinity World Leaders Equity ETF 3.7 67 -17 11.4 +6.1
IOO iShares Global 100 ETF 3.6 40 10 6.9 +1.6
SDEI Sound Equity Income ETF 3.6 45 5 11.9 +6.6
FTA First Trust Large Cap Value AlphaDEX Fund 3.6 59 -9 11.4 +6.1
QCLR Global X NASDAQ 100 Collar 95-110 ETF 3.6 60 -10 5.5 +0.2
ENTR Entrepreneur 30 Fund 3.6 49 1 4.1 -1.2
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 3.6 60 -10 6.1 +0.8
IDNA iShares Genomics Immunology & Healthcare ETF 3.6 47 3 -8.9 -14.2
BTEC Principal Healthcare Innovators Index ETF 3.6 42 8 -5.0 -10.3
QTR Global X NASDAQ 100 Tail Risk ETF 3.5 60 -10 6.0 +0.7
QQQM Invesco NASDAQ 100 ETF 3.5 15 35 6.8 +1.5
QQQ Invesco QQQ Trust 3.5 20 30 6.5 +1.2
NUSI Nationwide Risk-Managed Income ETF 3.5 68 -18 5.2 -0.1
DWLD Davis Select Worldwide ETF 3.5 62 -12 8.3 +3.0
BLES Inspire Global Hope Large Cap ETF 3.5 49 1 7.1 +1.8
JHMM John Hancock Multifactor Mid Cap ETF 3.4 41 9 7.9 +2.6
RFDA RiverFront Dynamic US Dividend Advantage ETF 3.4 52 -2 8.8 +3.5
MRND IQ U.S. Mid Cap R&D Leaders ETF 3.4 16 34 2.2 -3.1
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 3.3 45 5 6.8 +1.5
CNCR Loncar Cancer Immunotherapy ETF 3.3 79 -29 -7.9 -13.2
QQMG Invesco ESG NASDAQ 100 ETF 3.3 20 30 7.1 +1.8
SPHQ Invesco S&P 500 Quality ETF 3.3 15 35 6.9 +1.6
BOTZ Global X Robotics & Artificial Intelligence ETF 3.3 68 -18 3.4 -1.9
SUBS Fount Subscription Economy ETF 3.3 70 -20 5.9 +0.6
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 3.2 21 29 4.7 -0.6
TYNE Direxion Nanotechnology ETF 3.2 65 -15 -72.1 -77.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 3.2 75 -25 11.7 +6.4
BOSS Global X Founder-Run Companies ETF 3.1 45 5 3.7 -1.6
LVHD Legg Mason Low Volatility High Dividend ETF 3.1 27 23 8.8 +3.5
GURU Global X Guru Index ETF 3.1 75 -25 2.7 -2.6
FDVV Fidelity Core Dividend ETF 3.1 29 21 8.8 +3.5
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 3.0 30 20 9.2 +3.9
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.0 20 30 5.9 +0.6
WKLY SoFi Weekly Dividend ETF 3.0 49 1 9.3 +4.0
VOE Vanguard Mid-Cap Value Index Fund 2.8 7 43 8.8 +3.5
SQEW LeaderShares Equity Skew ETF 2.8 75 -25 7.0 +1.7
VNMC Natixis Vaughan Nelson Mid Cap ETF 2.8 85 -35 7.5 +2.2
MDCP VictoryShares THB Mid Cap ESG ETF 2.8 55 -5 7.0 +1.7
HAPY Harbor Corporate Culture Leaders ETF 2.7 50 0 3.3 -2.0
KOCG FIS Knights of Columbus Global Belief ETF 2.7 75 -25 8.7 +3.4
ICAP InfraCap Equity Income Fund ETF 2.7 80 -30 11.0 +5.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.7 15 35 7.8 +2.5
JSTC Adasina Social Justice All Cap Global ETF 2.7 89 -39 7.1 +1.8
TMFG Motley Fool Global Opportunities ETF 2.6 85 -35 4.9 -0.5
SYLD Cambria Shareholder Yield ETF 2.6 59 -9 13.8 +8.5
DEW WisdomTree Global High Dividend Fund 2.6 58 -8 10.3 +5.0
DHS WisdomTree U.S. High Dividend Fund 2.6 38 12 9.4 +4.1
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 2.6 30 20 10.8 +5.5
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 2.6 35 15 6.9 +1.6
BOUT Innovator IBD Breakout Opportunities ETF 2.6 84 -34 5.3 -0.1
KOMP SPDR Kensho New Economies Composite ETF 2.5 20 30 1.0 -4.3
SDOG ALPS Sector Dividend Dogs ETF 2.5 40 10 11.4 +6.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.4 95 -45 2.7 -2.6
PWC Invesco Dynamic Market ETF 2.4 60 -10 8.2 +2.9
GNOM Global X Genomics & Biotechnology ETF 2.4 50 0 -8.2 -13.5
TMFX Motley Fool Next Index ETF 2.3 50 0 4.2 -1.1
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 2.3 80 -30 8.6 +3.3
VXF Vanguard Extended Market Index Fund 2.3 6 44 4.6 -0.8
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.3 70 -20 5.2 -0.1
AFMC First Trust Active Factor Mid Cap ETF 2.3 65 -15 10.7 +5.4
SAGP Strategas Global Policy Opportunities ETF 2.3 65 -15 8.6 +3.3
GK AdvisorShares Gerber Kawasaki ETF 2.3 81 -31 5.4 +0.1
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.3 35 15 9.4 +4.1
IJK iShares S&P Mid-Cap 400 Growth ETF 2.3 17 33 7.6 +2.3
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.3 15 35 7.6 +2.3
PID Invesco International Dividend Achievers ETF 2.2 56 -6 9.3 +4.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.1 52 -2 6.1 +0.8
ALFA AlphaClone Alternative Alpha ETF 2.1 65 -15 4.6 -0.7
CTRU ARK Transparency ETF 2.1 55 -5 0.0 -5.3
AFSM First Trust Active Factor Small Cap ETF 2.1 77 -27 9.8 +4.5
MOAT VanEck Morningstar Wide Moat ETF 2.1 47 3 7.7 +2.4
SPDV AAM S&P 500 High Dividend Value ETF 2.0 29 21 12.0 +6.7
ROBO Robo Global Robotics & Automation Index ETF 2.0 95 -45 4.2 -1.1
RYJ Invesco Raymond James SB-1 Equity ETF 2.0 75 -25 3.6 -1.7
PSYK PSYK ETF 2.0 75 -25 -154.5 -159.8
SFYX Sofi Next 500 ETF 2.0 0 50 6.6 +1.3
SXUS Janus Henderson International Sustainable Equity ETF 1.9 60 -10 5.3 +0.0
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.9 55 -5 5.1 -0.2
ARKG ARK Genomic Revolution ETF 1.9 75 -25 -6.0 -11.3
RDIV Invesco S&P Ultra Dividend Revenue ETF 1.9 39 11 10.9 +5.6
FDL First Trust Morningstar Dividend Leaders Index Fund 1.9 45 5 10.7 +5.4
GBDV Global Beta Smart Income ETF 1.9 29 21 10.2 +4.9
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.9 30 20 9.3 +4.0
DIV Global X SuperDividend US ETF 1.9 45 5 7.6 +2.3
UBCB UBC Algorithmic Fundamentals ETF 1.9 75 -25 5.3 -0.0
FAB First Trust Multi Cap Value AlphaDEX Fund 1.9 69 -19 12.9 +7.6
SPHB Invesco S&P 500 High Beta ETF 1.8 25 25 4.8 -0.5
ALTL Pacer Lunt Large Cap Alternator ETF 1.8 60 -10 6.5 +1.2
NUMG Nuveen ESG Mid-Cap Growth ETF 1.8 30 20 3.6 -1.7
VBK Vanguard Small-Cap Growth Index Fund 1.8 7 43 2.2 -3.1
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.8 65 -15 3.0 -2.3
SMDY Syntax Stratified MidCap ETF 1.7 35 15 8.0 +2.7
MOTG VanEck Morningstar Global Wide Moat ETF 1.7 52 -2 7.8 +2.5
IVDG Invesco Focused Discovery Growth ETF 1.7 59 -9 4.9 -0.4
SCHM Schwab U.S. Mid-Cap ETF 1.7 4 46 7.4 +2.1
GRZZ Grizzle Growth ETF 1.7 75 -25 7.7 +2.4
VAMO Cambria Value & Momentum ETF 1.7 64 -14 11.3 +6.0
IWS iShares Russell Mid-Cap Value ETF 1.6 23 27 8.1 +2.8
CVAR Cultivar ETF 1.6 87 -37 9.2 +3.9
AIEQ AI Powered Equity ETF 1.6 75 -25 3.7 -1.7
IMCV iShares Morningstar Mid-Cap Value ETF 1.6 6 44 9.3 +4.0
IVOO Vanguard S&P Mid-Cap 400 ETF 1.6 10 40 8.7 +3.4
SPYD SPDR S&P 500 High Dividend ETF 1.6 7 43 10.3 +5.0
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.6 60 -10 10.1 +4.8
AMER Emles Made in America ETF 1.5 49 1 10.4 +5.1
IWO iShares Russell 2000 Growth ETF 1.5 24 26 2.2 -3.1
VTWG Vanguard Russell 2000 Growth Index Fund 1.5 15 35 2.4 -2.9
FSMD Fidelity Small-Mid Factor ETF 1.5 29 21 9.8 +4.5
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 1.5 25 25 9.3 +4.0
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.5 52 -2 7.3 +2.0
TPHD Timothy Plan High Dividend Stock ETF 1.5 52 -2 7.4 +2.1
MDY SPDR S&P Midcap 400 ETF Trust 1.4 22 28 8.4 +3.1
EZM WisdomTree U.S. MidCap Earnings Fund 1.4 38 12 11.8 +6.5
SPMD SPDR Portfolio Mid Cap ETF 1.4 5 45 8.6 +3.3
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 1.4 20 30 6.4 +1.1
IJH iShares Core S&P Mid-Cap ETF 1.4 5 45 8.6 +3.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.4 24 26 9.1 +3.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.3 15 35 9.3 +4.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.3 7 43 6.4 +1.1
PIO Invesco Global Water ETF 1.3 75 -25 5.6 +0.3
PHO Invesco Water Resources ETF 1.3 60 -10 4.6 -0.7
FIW First Trust Water ETF 1.2 53 -3 4.6 -0.7
ISCG iShares Morningstar Small-Cap Growth ETF 1.2 6 44 1.7 -3.6
MVPS Amplify Thematic All-Stars ETF 1.2 49 1 2.6 -2.7
XMVM Invesco S&P MidCap Value with Momentum ETF 1.2 39 11 13.9 +8.6
RWK Invesco S&P MidCap 400 Revenue ETF 1.2 39 11 11.4 +6.1
ABEQ Absolute Core Strategy ETF 1.2 85 -35 5.4 +0.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.2 39 11 5.5 +0.2
THCX The Cannabis ETF 1.1 75 -25 -45.6 -50.9
IUSS Invesco Strategic US Small Company ETF 1.1 23 27 8.0 +2.7
VB Vanguard Small-Cap ETF 1.1 5 45 6.6 +1.3
XMMO Invesco S&P MidCap Momentum ETF 1.1 33 17 9.2 +3.9
CVY Invesco Zacks Multi-Asset Income ETF 1.1 100 -50 12.1 +6.8
FNX First Trust Mid Cap Core AlphaDEX Fund 1.1 59 -9 9.5 +4.2
PSCH Invesco S&P SmallCap Health Care ETF 1.1 29 21 3.6 -1.7
NUMV Nuveen ESG Mid-Cap Value ETF 1.1 30 20 10.1 +4.8
SCHA Schwab U.S. Small-Cap ETF 1.1 4 46 6.1 +0.8
FFTY Innovator IBD 50 ETF 1.0 80 -30 7.5 +2.2
ERSX ERShares NextGen Entrepreneurs ETF 1.0 75 -25 7.5 +2.2
EWMC Invesco S&P MidCap 400 Equal Weight ETF 1.0 40 10 8.5 +3.2
KVLE KFA Value Liner Dynamic Core Equity Index ETF 1.0 56 -6 7.5 +2.2
ARKQ Ark Autonomous Tech. & Robotics ETF 1.0 75 -25 -3.1 -8.4
XJH iShares ESG Screened S&P Mid-Cap ETF 1.0 12 38 8.7 +3.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.0 15 35 9.0 +3.7
JHSC John Hancock Multifactor Small Cap ETF 1.0 42 8 7.6 +2.3
BKSE BNY Mellon US Small Cap Core Equity ETF 0.9 4 46 6.5 +1.2
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 0.9 47 3 -0.1 -5.4
MSGR Direxion mRNA ETF 0.9 65 -15 -2.7 -8.0
PBSM Invesco PureBeta MSCI USA Small Cap ETF 0.9 6 44 6.3 +1.0
IWM iShares Russell 2000 ETF 0.9 19 31 4.6 -0.7
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 0.9 17 33 6.4 +1.1
VTWO Vanguard Russell 2000 Index Fund 0.9 10 40 4.7 -0.6
PUNK Subversive Metaverse ETF 0.8 75 -25 2.7 -2.6
TINY ProShares Nanotechnology ETF 0.8 58 -8 2.3 -3.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.8 20 30 8.1 +2.8
BFIT Global X Health & Wellness ETF 0.8 50 0 7.0 +1.7
SNSR Global X Internet of Things Thematic ETF 0.8 68 -18 5.9 +0.6
XDAT Franklin Exponential Data ETF 0.8 50 0 4.0 -1.3
SFYF SoFi 50 ETF 0.8 29 21 -2.5 -7.8
DFAS Dimensional U.S. Small Cap ETF 0.8 28 22 7.9 +2.6
BFTR Future Innovators ETF 0.8 80 -30 1.9 -3.4
IETC iShares Evolved U.S. Technology ETF 0.7 18 32 6.3 +1.0
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.7 64 -14 8.8 +3.5
ISCB iShares Morningstar Small-Cap ETF 0.7 4 46 5.8 +0.5
SMMD iShares Russell 2500 ETF 0.7 15 35 6.7 +1.4
NUSC Nuveen ESG Small-Cap ETF 0.7 30 20 6.4 +1.1
SCHD Schwab U.S. Dividend Equity ETF 0.7 6 44 10.2 +4.9
PEY Invesco High Yield Equity Dividend Achievers ETF 0.7 53 -3 9.6 +4.3
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 0.7 61 -11 9.9 +4.6
USVT US Value ETF 0.6 49 1 13.4 +8.1
RYLD Global X Russell 2000 Covered Call ETF 0.6 60 -10 4.3 -1.1
VBR Vanguard Small Cap Value Index Fund 0.6 7 43 9.6 +4.3
IYJ iShares U.S. Industrials ETF 0.6 42 8 7.2 +1.9
DVY iShares Select Dividend ETF 0.6 39 11 10.4 +5.1
CBTG Cabot Growth ETF 0.6 75 -25 0.0 -5.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.6 15 35 9.5 +4.2
ROSC Hartford Multifactor Small Cap ETF 0.6 34 16 12.3 +7.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.6 30 20 10.0 +4.7
IJJ iShares S&P Mid-Cap 400 Value ETF 0.6 18 32 9.5 +4.2
FEDX Emles Federal Contractors ETF 0.6 60 -10 9.0 +3.7
MDYV SPDR S&P 400 Mid Cap Value ETF 0.6 15 35 9.5 +4.2
FFND Future Fund Active ETF 0.5 101 -51 2.6 -2.7
THNQ ROBO Global Artificial Intelligence ETF 0.5 68 -18 3.6 -1.7
OUSM ALPS O'Shares Russell Small Cap Quality Dividend ETF 0.5 48 2 8.7 +3.4
BTEK BlackRock Future Tech ETF 0.5 88 -38 0.8 -4.5
PAWZ ProShares Pet Care ETF 0.5 50 0 4.4 -0.9
SSLY Syntax Stratified SmallCap ETF 0.5 40 10 8.1 +2.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.5 29 21 8.5 +3.2
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.5 39 11 8.3 +3.0
WBIY WBI Power Factor High Dividend ETF 0.5 70 -20 13.9 +8.6
ONEY SPDR Russell 1000 Yield Focus ETF 0.5 20 30 11.5 +6.2
LCG Sterling Capital Focus Equity ETF 0.5 59 -9 5.9 +0.6
FYC First Trust Small Cap Growth AlphaDEX Fund 0.4 70 -20 3.6 -1.7
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.4 15 35 9.4 +4.1
MOO VanEck Agribusiness ETF 0.4 52 -2 7.5 +2.2
AVUV Avantis U.S. Small Cap Value ETF 0.4 25 25 11.4 +6.1
IJR iShares Core S&P Small Cap ETF 0.4 6 44 8.8 +3.5
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.4 5 45 8.8 +3.5
VIOO Vanguard S&P Small-Cap 600 ETF 0.4 10 40 8.7 +3.4
SLY SPDR S&P 600 Small Cap ETF 0.4 15 35 8.7 +3.4
SLYG SPDR S&P 600 Small Cap Growth ETF 0.4 15 35 8.7 +3.4
IJT iShares S&P Small-Cap 600 Growth ETF 0.4 18 32 8.7 +3.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.4 16 34 8.6 +3.3
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 0.4 40 10 8.4 +3.1
FTQI First Trust Nasdaq BuyWrite Income ETF 0.4 85 -35 4.6 -0.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.4 15 35 9.1 +3.8
IJS iShares S&P Small-cap 600 Value ETF 0.4 18 32 9.0 +3.7
SLYV SPDR S&P 600 Small Cap Value ETF 0.4 15 35 9.0 +3.7
XJR iShares ESG Screened S&P Small-Cap ETF 0.4 12 38 8.5 +3.2
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.4 39 11 9.3 +4.0
AESR Anfield U.S. Equity Sector Rotation ETF 0.4 146 -96 5.3 -0.1
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.4 25 25 7.4 +2.1
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.4 47 3 6.8 +1.5
ISMD Inspire Small/Mid Cap Impact ETF 0.4 48 2 7.6 +2.3
SKYY First Trust Cloud Computing ETF 0.4 60 -10 4.6 -0.7
FDN First Trust Dow Jones Internet Index Fund 0.4 51 -1 3.7 -1.6
AOTG AOT Growth and Innovation ETF 0.4 75 -25 3.3 -2.0
WWOW Direxion World Without Waste ETF 0.4 50 0 0.2 -5.1
WCLD WisdomTree Cloud Computing Fund 0.4 45 5 -1.7 -7.0
XITK SPDR FactSet Innovative Technology ETF 0.4 45 5 -3.9 -9.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.4 60 -10 11.3 +6.0
PSC Principal U.S. Small Cap Index ETF 0.4 38 12 8.5 +3.2
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.4 80 -30 7.5 +2.2
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 0.4 35 15 9.3 +4.0
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 0.4 19 31 9.3 +4.0
GSFP Goldman Sachs Future Planet Equity ETF 0.3 75 -25 4.6 -0.7
FYX First Trust Small Cap Core AlphaDEX Fund 0.3 61 -11 11.2 +5.9
XSMO Invesco S&P SmallCap Momentum ETF 0.3 39 11 10.7 +5.4
AVSC Avantis U.S Small Cap Equity ETF 0.3 25 25 5.9 +0.6
DWAS Invesco DWA SmallCap Momentum ETF 0.3 60 -10 5.6 +0.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.3 9 41 5.5 +0.2
EES WisdomTree SmallCap Earnings Fund 0.3 38 12 11.9 +6.6
AVDE Avantis International Equity ETF 0.3 23 27 9.8 +4.5
IWC iShares Micro-Cap ETF 0.3 60 -10 -6.2 -11.5
LSAT Leadershares Alphafactor Tactical Focused ETF 0.3 99 -49 11.3 +6.0
EVX VanEck Environmental Services ETF 0.3 55 -5 4.0 -1.3
FNK First Trust Mid Cap Value AlphaDEX Fund 0.2 70 -20 12.9 +7.6
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.2 35 15 9.7 +4.4
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.2 12 38 7.7 +2.4
EPRE First Trust TCW ESG Premier Equity ETF 0.2 85 -35 5.3 -0.0
GBUY Goldman Sachs Future Consumer Equity ETF 0.2 75 -25 3.7 -1.6
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.2 45 5 2.6 -2.7
ISCV iShares Morningstar Small Cap Value ETF 0.1 6 44 9.7 +4.4
VTWV Vanguard Russell 2000 Value Index Fund 0.1 15 35 7.0 +1.7
IWN iShares Russell 2000 Value ETF 0.1 24 26 6.9 +1.6
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.1 39 11 10.9 +5.6
TPSC Timothy Plan US Small Cap Core ETF 0.1 52 -2 9.5 +4.2
BUZZ VanEck Social Sentiment ETF 0.1 75 -25 -0.6 -5.9
KNGS UPHOLDINGS Compound Kings ETF 0.1 60 -10 5.0 -0.3
PRNT The 3D Printing ETF 0.1 66 -16 -8.9 -14.2
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.1 36 14 8.6 +3.3
DFAT Dimensional U.S. Targeted Value ETF 0.0 29 21 9.9 +4.6
SQLV Legg Mason Small-Cap Quality Value 0.0 61 -11 12.3 +7.0
CSD Invesco S&P Spin-Off ETF 0.0 65 -15 6.8 +1.5
CNBS Amplify Seymour Cannabis ETF 0.0 75 -25 -41.3 -46.6
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 31 19 10.5 +5.2

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

  2017 2018 2019 2020 2021 2022E 2023E
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
  2021 2022E 2023E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
Simplify Health Care 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 19.6 %
Divided by: Fwd. P/BV 3.4 x
Less: Expense ratio 50 bp
Equals: ALTAR Score 5.3 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.34 CATEGORY
AVERAGE
1.49
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

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

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

 

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