Simplify Health Care ETF
ALTAR
Score™		 3.3% info Recommen-
dation		 AVOID
2024E    2025E
P/E
ratio		 27.4x P/Sales
ratio		 2.8x
P/BV
ratio		 4.0x Div.
yield		 1.3%


  • 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) $172
Currency USD
Expense ratio 50 bp
Distributions Annually

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 56
Wgt avg mkt cap (mns) $169,220
Large cap (>$10bn) 78.5%
Mid cap ($2-10bn) 7.0%
Small cap (<$2bn) 12.5%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
SAREPTA THERAPEUTICS INC 10.6 %
ELI LILLY & CO 6.5 %
PURECYCLE TECHNOLOGIES INC 5.8 %
UNITEDHEALTH GROUP INC 5.4 %
SANOFI-AVENTIS-ADR 5.0 %
REGENERON PHARMACEUTICALS 4.8 %
INTUITIVE SURGICAL INC 4.8 %
MERCK & CO. INC. 4.5 %
BOSTON SCIENTIFIC CORP 4.2 %
NOVO-NORDISK A/S-SPONS ADR 3.5 %
Total 55.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 84.3 %
FRANCE 5.0 %
DENMARK 4.4 %
SWITZERLAND 2.1 %
NETHERLANDS 0.5 %
COSTA RICA 0.4 %
BRITAIN 0.3 %




HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
16.8% 33.9% -- -- 5.4%

Market Correlations
versus... Beta R-squared
S&P500 0.75 63%
MSCI EAFE 0.66 49%
MSCI Emg. Mkts. 0.39 17%

Technical Indicators
Recent close $30.75
30d moving avg. $32.40
Annualized volatility 16.6%
Short interest (ETF) 0.7%
Relative strength (RSI) 47

Liquidity measures
Avg. volume (thou.) 98
Turnover 1.8%
Bid/Ask (% of price) 0.15%
ADV underlying (mns) $33,689

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 765 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™: 3.3%


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
(%)
IYH iShares U.S. Healthcare ETF 41.2 40 10 6.6 +3.3
FHLC Fidelity MSCI Health Care Index ETF 39.8 8 42 6.0 +2.6
XLV Health Care Select Sector SPDR Fund 39.4 9 41 7.4 +4.1
VHT Vanguard Health Care ETF 39.1 10 40 5.7 +2.4
BHCHX Baron Health Care Strategy 34.6 75 -25 -0.8 -4.1
IXJ iShares Global Healthcare ETF 33.7 42 8 6.5 +3.2
FMED Fidelity Disruptive Medicine ETF 31.1 50 0 -0.4 -3.7
VIRS Pacer BioThreat Strategy ETF 26.6 70 -20 6.1 +2.7
GDOC Goldman Sachs Future Health Care Equity ETF 24.8 75 -25 3.7 +0.3
RSPH Invesco S&P 500 Equal Weight Health Care ETF 24.3 40 10 8.0 +4.7
HELX Franklin Genomic Advancements ETF 23.2 50 0 0.4 -3.0
QLTY GMO U.S. Quality ETF 21.7 50 0 4.4 +1.1
PPH VanEck Pharmaceutical ETF 21.4 36 14 9.6 +6.2
FXH First Trust Health Care AlphaDEX Fund 20.5 62 -12 6.3 +2.9
BMED Future Health ETF 20.4 85 -35 -0.2 -3.6
FTXH First Trust Nasdaq Pharmaceuticals ETF 20.1 60 -10 9.8 +6.4
HART IQ Healthy Hearts ETF 19.4 45 5 5.0 +1.6
PJP Invesco Pharmaceuticals ETF 19.4 57 -7 10.3 +7.0
MEDI Harbor Health Care ETF 18.5 80 -30 1.4 -1.9
THNR Amplify Weight Loss Drug & Treatment ETF 18.0 59 -9 5.2 +1.8
IBBQ Invesco Nasdaq Biotechnology ETF 17.8 19 31 0.9 -2.5
IBB iShares Biotechnology ETF 16.8 45 5 0.3 -3.1
BBH VanEck Biotech ETF 16.7 35 15 5.6 +2.3
MEDX Horizon Kinetics Medical ETF 16.7 85 -35 -0.3 -3.7
SYNB Putnam BioRevolution ETF 16.2 70 -20 3.0 -0.3
HKND Humankind US Stock ETF 16.0 11 39 7.1 +3.8
IHE iShares U.S. Pharmaceuticals ETF 15.3 40 10 8.7 +5.4
XBI SPDR S&P BIOTECH ETF 14.8 35 15 -3.3 -6.6
FBT First Trust NYSE Arca Biotechnology Index Fund 14.6 56 -6 3.1 -0.3
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 14.4 75 -25 -1.6 -5.0
STXD Strive 1000 Dividend Growth ETF 14.3 35 15 5.2 +1.9
WDNA WisdomTree BioRevolution Fund 14.2 45 5 -3.8 -7.1
IDNA iShares Genomics Immunology and Healthcare ETF 14.1 47 3 -4.3 -7.6
HTEC ROBO Global Healthcare Technology and Innovation ETF 13.9 68 -18 -0.1 -3.5
AGNG Global X Aging Population ETF 13.8 50 0 4.2 +0.9
LRND IQ U.S. Large Cap R&D Leaders ETF 13.6 14 36 6.1 +2.7
TMFE Motley Fool Capital Efficiency 100 Index ETF 13.3 50 0 4.2 +0.9
USMC Principal U.S. Mega-Cap ETF 12.6 12 38 4.4 +1.1
ZECP Zacks Earnings Consistent Portfolio ETF 12.5 55 -5 4.7 +1.4
PTH Invesco Dorsey Wright Healthcare Momentum ETF 12.4 60 -10 -2.3 -5.6
CACG ClearBridge All Cap Growth ESG ETF 12.3 54 -4 3.7 +0.4
OZEM Roundhill GLP-1 & Weight Loss ETF 12.3 59 -9 -0.8 -4.1
MODL VictoryShares WestEnd U.S. Sector ETF 12.3 42 8 4.7 +1.4
MGV Vanguard Mega Cap Value ETF 12.1 7 43 6.4 +3.1
DJD Invesco Dow Jones Industrial Average Dividend ETF 12.0 7 43 7.6 +4.3
CANC Tema Oncology ETF 11.9 75 -25 -3.6 -6.9
MBCC Monarch Blue Chips Core ETF 11.8 125 -75 3.4 +0.1
RAFE PIMCO RAFI ESG U.S. ETF 11.7 29 21 7.2 +3.8
EDOW First Trust Dow 30 Equal Weight ETF 11.6 50 0 5.5 +2.1
XPH SPDR S&P Pharmaceuticals ETF 11.4 35 15 5.5 +2.1
MDEV First Trust Indxx Medical Devices ETF 11.4 70 -20 4.3 +0.9
IHF iShares U.S. Healthcare Providers ETF 11.3 40 10 6.6 +3.2
LRGE ClearBridge Large Cap Growth ESG ETF 11.2 59 -9 3.5 +0.1
IWX iShares Russell Top 200 Value ETF 11.1 20 30 6.0 +2.7
SPXT ProShares S&P 500 Ex-Technology ETF 11.1 9 41 5.3 +1.9
BBP Virtus LifeSci Biotech Products ETF 11.0 79 -29 0.0 -3.3
CGGR Capital Group Growth ETF 11.0 39 11 3.2 -0.1
BELT iShares Long-Term U.S. Equity Active ETF 10.9 75 -25 3.5 +0.2
RND First Trust Bloomberg R&D Leaders ETF 10.8 60 -10 3.5 +0.2
DIA SPDR Dow Jones Industrial Average ETF Trust 10.8 16 34 5.4 +2.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 10.8 48 2 5.9 +2.6
SDEP SFP Core Equity Strategy 10.7 10 40 6.3 +3.0
SIXA ETC 6 Meridian Mega Cap Equity ETF 10.5 80 -30 5.8 +2.4
IHI iShares U.S. Medical Devices ETF 10.3 40 10 3.9 +0.5
FMIL Fidelity New Millennium ETF 10.2 59 -9 4.8 +1.4
QLV FlexShares US Quality Low Volatility Index Fund 10.1 22 28 3.8 +0.4
VTV Vanguard Value ETF 10.0 4 46 6.6 +3.2
USRD Themes US R&D Champions ETF 9.9 29 21 7.0 +3.6
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 9.9 15 35 5.7 +2.3
WOMN Impact Shares YWCA Women's Empowerment ETF 9.9 75 -25 4.7 +1.3
SNPV Xtrackers S&P 500 Value ESG ETF 9.8 15 35 6.4 +3.0
FFLC Fidelity Fundamental Large Cap Core ETF 9.8 38 12 4.8 +1.4
XMAG Defiance Large Cap ex-Mag 7 ETF 9.7 35 15 5.1 +1.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 9.7 10 40 5.3 +2.0
DGRW WisdomTree US Quality Dividend Growth Fund 9.6 28 22 6.0 +2.7
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 9.6 35 15 6.3 +2.9
CAML Congress Large Cap Growth ETF 9.6 66 -16 3.2 -0.2
JPEF JPMorgan Equity Focus ETF 9.6 50 0 4.0 +0.6
JGRO JPMorgan Active Growth ETF 9.5 44 6 3.5 +0.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 9.5 32 18 4.8 +1.5
NBDS Neuberger Berman Disrupters ETF 9.5 55 -5 1.5 -1.8
GVUS Marketbeta Russell 1000 Value Equity ETF 9.4 12 38 6.2 +2.9
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 9.3 65 -15 3.7 +0.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 9.3 75 -25 4.3 +0.9
DGRO iShares Core Dividend Growth ETF 9.2 8 42 6.3 +3.0
LRGC AB US Large Cap Strategic Equities ETF 9.1 48 2 4.6 +1.2
QUAL iShares MSCI USA Quality Factor ETF 9.1 15 35 5.3 +1.9
SPXN ProShares S&P 500 Ex-Financials ETF 9.1 9 41 5.1 +1.7
FLQL Franklin LibertyQ U.S. Equity ETF 9.1 15 35 5.9 +2.5
VOOV Vanguard S&P 500 Value ETF 9.0 10 40 6.3 +3.0
IVE iShares S&P 500 Value ETF 9.0 18 32 6.3 +2.9
SPYV SPDR Portfolio S&P 500 Value ETF 9.0 4 46 6.4 +3.0
GCOW Pacer Global Cash Cows Dividend ETF 9.0 60 -10 12.5 +9.2
FELV Fidelity Enhanced Large Cap Value ETF 8.9 18 32 6.4 +3.1
QUS SPDR MSCI USA StrategicFactors ETF 8.9 15 35 5.7 +2.4
SAMT Strategas Macro Thematic Opportunities ETF 8.9 65 -15 4.1 +0.8
NUDV Nuveen ESG Dividend ETF 8.9 26 24 7.0 +3.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 8.9 19 31 6.2 +2.9
VSLU Applied Finance Valuation Large Cap ETF 8.9 49 1 5.6 +2.2
BLCR iShares Large Cap Core Active ETF 8.9 36 14 4.9 +1.5
TECB iShares U.S. Tech Breakthrough Multisector ETF 8.8 40 10 3.8 +0.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 8.8 7 43 5.0 +1.6
EVUS iShares ESG Aware MSCI USA Value ETF 8.8 18 32 6.4 +3.1
DSTL Distillate US Fundamental Stability & Value ETF 8.7 39 11 7.6 +4.2
FDG American Century Focused Dynamic Growth ETF 8.7 45 5 2.6 -0.7
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 8.7 65 -15 -1.0 -4.3
IUSV iShares Core S&P US Value ETF 8.6 4 46 6.4 +3.1
USSE Segall Bryant & Hamill Select Equity ETF 8.6 65 -15 3.7 +0.3
HAPI Harbor Human Capital Factor US Large Cap ETF 8.6 36 14 4.6 +1.2
BGIG Bahl & Gaynor Income Growth ETF 8.5 45 5 5.0 +1.7
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 8.5 49 1 10.4 +7.1
VONV Vanguard Russell 1000 Value ETF 8.5 8 42 6.3 +2.9
IWD iShares Russell 1000 Value ETF 8.5 19 31 6.1 +2.8
DUHP Dimensional US High Profitability ETF 8.4 21 29 6.5 +3.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 8.4 10 40 5.1 +1.8
GINX SGI Enhanced Global Income ETF 8.3 98 -48 5.6 +2.3
UDI USCF Dividend Income Fund 8.3 65 -15 7.3 +3.9
DRUP GraniteShares Nasdaq Select Disruptors ETF 8.3 60 -10 3.9 +0.5
JEPI JPMorgan Equity Premium Income ETF 8.3 35 15 5.1 +1.8
USMV iShares MSCI USA Min Vol Factor ETF 8.3 15 35 5.6 +2.3
WRND IQ Global Equity R&D Leaders ETF 8.3 18 32 7.5 +4.2
ILCV iShares Morningstar Value ETF 8.2 4 46 6.2 +2.9
HLGE Hartford Longevity Economy ETF 8.2 44 6 6.0 +2.6
ESGG FlexShares STOXX Global ESG Select Index Fund 8.2 42 8 5.1 +1.8
IPDP Dividend Performers ETF 8.2 122 -72 5.2 +1.8
SCHG Schwab U.S. Large-Cap Growth ETF 8.2 4 46 4.2 +0.8
TOPT iShares Top 20 U.S. Stocks ETF 8.2 20 30 4.3 +0.9
DLN WisdomTree U.S. LargeCap Dividend Fund 8.2 28 22 5.7 +2.4
GGRW Gabelli Growth Innovators ETF 8.2 90 -40 2.5 -0.8
ANEW ProShares MSCI Transformational Changes ETF 8.1 45 5 3.6 +0.2
SNPG Xtrackers S&P 500 Growth ESG ETF 8.1 15 35 4.7 +1.3
SPXE ProShares S&P 500 Ex-Energy ETF 8.1 9 41 4.9 +1.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 8.1 15 35 4.7 +1.4
CGGO Capital Group Global Growth Equity ETF 8.1 47 3 4.6 +1.2
BDIV AAM Brentview Dividend Growth ETF 8.0 49 1 4.4 +1.1
SHE SPDR MSCI USA Gender Diversity ETF 8.0 20 30 4.9 +1.6
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 8.0 15 35 6.4 +3.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 8.0 18 32 5.6 +2.3
FBCV Fidelity Blue Chip Value ETF 8.0 59 -9 7.0 +3.6
XHS SPDR S&P Health Care Services ETF 8.0 35 15 6.3 +2.9
VIG Vanguard Dividend Appreciation ETF 7.9 6 44 5.6 +2.3
MGC Vanguard Mega Cap ETF 7.9 7 43 4.8 +1.5
CGUS Capital Group Core Equity ETF 7.9 33 17 4.4 +1.1
LIVR Intelligent Livermore ETF 7.9 69 -19 6.0 +2.7
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 7.9 7 43 4.9 +1.6
MTUM iShares MSCI USA Momentum Factor ETF 7.9 15 35 4.1 +0.8
TBG TBG Dividend Focus ETF 7.8 59 -9 6.8 +3.4
VOTE TCW Transform 500 ETF 7.8 5 45 4.9 +1.6
BKLC BNY Mellon US Large Cap Core Equity ETF 7.8 0 50 5.0 +1.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 7.8 2 48 5.0 +1.6
SXQG ETC 6 Meridian Quality Growth ETF 7.8 100 -50 4.0 +0.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 7.8 45 5 4.7 +1.4
GNOM Global X Genomics & Biotechnology ETF 7.7 50 0 -5.6 -8.9
FDLO Fidelity Low Volatility Factor ETF 7.7 15 35 5.3 +1.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 7.6 20 30 4.9 +1.5
FELC Fidelity Enhanced Large Cap Core ETF 7.6 18 32 5.3 +2.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 7.6 8 42 5.0 +1.6
IWL iShares Russell Top 200 ETF 7.6 15 35 4.7 +1.4
ROUS Hartford Multifactor US Equity ETF 7.6 19 31 6.5 +3.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 7.6 10 40 4.4 +1.1
CVLC Calvert US Large-Cap Core Responsible Index ETF 7.5 15 35 4.9 +1.6
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 7.5 75 -25 3.4 +0.0
SNPE Xtrackers S&P 500 ESG ETF 7.5 10 40 5.1 +1.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 7.5 11 39 4.9 +1.6
XLG Invesco S&P 500 Top 50 ETF 7.5 20 30 4.5 +1.2
FBCG Fidelity Blue Chip Growth ETF 7.5 59 -9 2.8 -0.5
GINN Goldman Sachs Innovate Equity ETF 7.5 52 -2 2.8 -0.6
PBE Invesco Biotechnology & Genome ETF 7.5 58 -8 -2.4 -5.8
HLAL Wahed FTSE USA Shariah ETF 7.4 50 0 4.9 +1.5
ACVF American Conservative Values ETF 7.4 75 -25 4.2 +0.9
JMOM JPMorgan U.S. Momentum Factor ETF 7.4 12 38 4.5 +1.2
VFMV Vanguard U.S. Minimum Volatility ETF 7.4 13 37 5.0 +1.6
NZUS SPDR MSCI USA Climate Paris Aligned ETF 7.3 10 40 4.5 +1.2
LRNZ TrueShares Technology, AI & Deep Learning ETF 7.3 69 -19 -0.7 -4.0
FFOG Franklin Focused Growth ETF FOCUSED GROWTH ETF 7.3 61 -11 2.8 -0.5
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 7.3 39 11 4.0 +0.7
CHGX AXS Change Finance ESG ETF 7.3 49 1 5.3 +1.9
KRMA Global X Conscious Companies ETF 7.3 43 7 5.7 +2.4
QVML Invesco S&P 500 QVM Multi-factor ETF 7.3 11 39 4.8 +1.5
DVND Touchstone Dividend Select ETF 7.3 67 -17 5.8 +2.4
TINT ProShares Smart Materials ETF 7.3 58 -8 6.4 +3.1
SFY SoFi Select 500 ETF 7.2 0 50 4.5 +1.1
DTD WisdomTree U.S. Total Dividend Fund 7.2 28 22 6.0 +2.6
FDHT Fidelity Digital Health ETF 7.2 39 11 -2.3 -5.6
DFLV Dimensional US Large Cap Value ETF 7.2 22 28 7.4 +4.1
IBRN iShares Neuroscience and Healthcare ETF 7.1 47 3 -4.8 -8.1
FVAL Fidelity Value Factor ETF 7.1 15 35 7.1 +3.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 7.1 29 21 6.4 +3.0
GSPY Gotham Enhanced 500 ETF 7.1 50 0 5.2 +1.9
JAVA JPMorgan Active Value ETF 7.1 44 6 5.7 +2.4
RWL Invesco S&P 500 Revenue ETF 7.1 39 11 6.7 +3.4
IUS Invesco RAFI Strategic US ETF 7.1 19 31 6.8 +3.5
VV Vanguard Large-Cap ETF 7.1 4 46 4.9 +1.6
QUVU Hartford Quality Value ETF 7.1 46 4 6.6 +3.3
NACP Impact Shares NAACP Minority Empowerment ETF 7.1 49 1 5.0 +1.6
EQWL Invesco S&P 100 Equal Weight ETF 7.0 25 25 6.3 +3.0
MDLV Morgan Dempsey Large Cap Value ETF 7.0 58 -8 7.8 +4.5
SUSL iShares ESG MSCI USA Leaders ETF 7.0 10 40 5.1 +1.8
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 7.0 20 30 4.8 +1.5
PFM Invesco Dividend Achievers ETF 7.0 53 -3 5.3 +2.0
OEF iShares S&P 100 ETF 7.0 20 30 4.8 +1.4
STXV Strive 1000 Value ETF 7.0 18 32 7.5 +4.2
DIVZ TrueShares Low Volatility Equity Income ETF 7.0 65 -15 7.2 +3.9
BKWO BNY Mellon Women's Opportunities ETF 7.0 50 0 3.9 +0.6
SCHX Schwab U.S. Large-Cap ETF 7.0 3 47 5.0 +1.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 7.0 12 38 4.5 +1.1
GDIV Harbor Dividend Growth Leaders ETF 7.0 50 0 5.8 +2.5
OALC OneAscent Large Cap Core ETF 7.0 86 -36 4.3 +1.0
STRV Strive 500 ETF 6.9 5 45 4.9 +1.6
DFVX Dimensional US Large Cap Vector ETF 6.9 22 28 6.1 +2.7
SPMO Invesco S&P 500 Momentum ETF 6.9 13 37 3.8 +0.5
ILCB iShares Morningstar U.S. Equity ETF 6.9 3 47 4.9 +1.6
QDEF FlexShares Quality Dividend Defensive Index Fund 6.9 37 13 3.9 +0.6
FDRR Fidelity Dividend ETF for Rising Rates 6.9 15 35 7.4 +4.1
IVV iShares Core S&P 500 ETF 6.9 3 47 5.0 +1.7
VOO Vanguard S&P 500 ETF 6.9 3 47 5.0 +1.7
PBUS Invesco MSCI USA ETF 6.9 4 46 5.0 +1.6
SPY SPDR S&P 500 ETF Trust 6.8 9 41 5.0 +1.6
SPLG SPDR Portfolio S&P 500 ETF 6.8 2 48 5.0 +1.7
SCHK Schwab 1000 Index ETF 6.8 5 45 5.0 +1.6
JHML John Hancock Multifactor Large Cap ETF 6.8 29 21 5.3 +2.0
DFSU Dimensional US Sustainability Core 1 ETF 6.8 18 32 5.4 +2.1
EPS WisdomTree U.S. LargeCap Fund 6.8 8 42 5.9 +2.5
ADME Aptus Drawdown Managed Equity ETF 6.8 79 -29 4.0 +0.7
GDEF Goldman Sachs Defensive Equity ETF 6.8 55 -5 4.7 +1.4
DURA VanEck Durable High Dividend ETF 6.8 29 21 7.4 +4.1
SPMV Invesco S&P 500 Minimum Variance ETF 6.7 10 40 5.5 +2.1
JVAL JPMorgan U.S. Value Factor ETF 6.7 12 38 7.8 +4.4
RFFC ALPS Active Equity Opportunity ETF 6.7 48 2 4.5 +1.2
RECS Columbia Research Enhanced Core ETF 6.7 15 35 5.5 +2.1
ESGV Vanguard ESG U.S. Stock ETF 6.7 9 41 4.8 +1.4
FUNL CornerCap Fundametrics Large-Cap ETF 6.7 50 0 6.7 +3.4
TMFC Motley Fool 100 Index ETF 6.6 50 0 3.7 +0.3
VONE Vanguard Russell 1000 ETF 6.6 8 42 4.9 +1.6
IWB iShares Russell 1000 ETF 6.6 15 35 4.8 +1.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 6.6 9 41 5.4 +2.1
SCHB Schwab U.S. Broad Market ETF 6.6 3 47 4.9 +1.5
IYY iShares Dow Jones U.S. ETF 6.6 20 30 4.8 +1.4
DFUS Dimensional U.S. Equity ETF 6.6 9 41 4.9 +1.5
ESGU iShares ESG Aware MSCI USA ETF 6.5 15 35 5.0 +1.7
JGRW Jensen Quality Growth ETF 6.5 57 -7 4.8 +1.5
XHE SPDR S&P Health Care Equipment ETF 6.5 35 15 1.8 -1.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 6.5 14 36 5.0 +1.7
REVS Columbia Research Enhanced Value ETF 6.5 19 31 7.4 +4.0
XVV iShares ESG Screened S&P 500 ETF 6.5 8 42 4.9 +1.5
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 6.5 5 45 7.3 +4.0
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 6.5 3 47 5.1 +1.8
VTI Vanguard Total Stock Market ETF 6.5 3 47 4.7 +1.4
YLDE ClearBridge Dividend Strategy ESG ETF 6.5 60 -10 4.9 +1.6
DFNV Donoghue Forlines Innovation ETF 6.4 69 -19 4.7 +1.3
FNDX Schwab Fundamental US Large Co. Index ETF 6.4 25 25 6.8 +3.5
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 6.4 29 21 4.3 +1.0
IWV iShares Russell 3000 ETF 6.4 20 30 4.7 +1.3
VTHR Vanguard Russell 3000 ETF 6.4 10 40 4.7 +1.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 6.3 3 47 4.8 +1.5
STXG Strive 1000 Growth ETF 6.3 18 32 4.1 +0.7
JGLO JPMorgan Global Select Equity ETF 6.3 33 17 4.5 +1.1
BGRO iShares Large Cap Growth Active ETF 6.3 55 -5 3.6 +0.2
HDV iShares Core High Dividend ETF 6.3 8 42 7.1 +3.8
VFLO VictoryShares Free Cash Flow ETF 6.2 39 11 8.8 +5.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 6.2 25 25 5.2 +1.9
BMVP Invesco Bloomberg MVP Multi-factor ETF 6.2 29 21 6.4 +3.1
HDUS Hartford Disciplined US Equity ETF 6.2 19 31 5.9 +2.6
NULC Nuveen ESG Large-Cap ETF 6.2 21 29 5.3 +2.0
RVRB Reverb ETF 6.2 30 20 4.7 +1.3
DFUV Dimensional US Marketwide Value ETF 6.1 22 28 7.2 +3.8
LVOL American Century Low Volatility ETF 6.1 29 21 4.9 +1.6
QWLD SPDR MSCI World StrategicFactors ETF 6.1 30 20 5.9 +2.6
NULG Nuveen ESG Large-Cap Growth ETF 6.1 26 24 4.1 +0.8
APUE ActivePassive U.S. Equity ETF 6.1 45 5 4.8 +1.4
ACWV iShares MSCI Global Min Vol Factor ETF 6.1 20 30 6.3 +3.0
FDMO Fidelity Momentum Factor ETF 6.1 15 35 4.0 +0.6
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 6.1 49 1 5.3 +2.0
LCF Touchstone US Large Cap Focused ETF 6.1 69 -19 4.1 +0.8
QLC FlexShares US Quality Large Cap Index Fund 6.1 25 25 5.4 +2.0
VFQY Vanguard U.S. Quality Factor ETF 6.1 13 37 7.5 +4.2
FNDB Schwab Fundamental US Broad Market Index ETF 6.0 25 25 6.8 +3.4
GK AdvisorShares Gerber Kawasaki ETF 6.0 75 -25 3.3 -0.1
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 6.0 106 -56 3.5 +0.2
TTAC FCF US Quality ETF 5.9 59 -9 6.3 +2.9
KOKU Xtrackers MSCI Kokusai Equity ETF 5.9 9 41 5.2 +1.9
PRF Invesco FTSE RAFI US 1000 ETF 5.9 39 11 6.8 +3.4
FSST Fidelity Sustainable U.S. Equity ETF 5.9 59 -9 2.4 -0.9
SCHV Schwab U.S. Large-Cap Value ETF 5.9 4 46 6.4 +3.1
RUNN Running Oak Efficient Growth ETF 5.9 58 -8 4.5 +1.2
DFAU Dimensional US Core Equity Market ETF 5.9 12 38 5.0 +1.7
KONG Formidable Fortress ETF 5.9 89 -39 5.5 +2.2
IOO iShares Global 100 ETF 5.8 41 9 4.8 +1.5
LRGF iShares U.S. Equity Factor ETF 5.8 8 42 5.6 +2.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 5.8 9 41 4.9 +1.6
BDAIX Baron Durable Advantage 5.7 75 -25 3.7 +0.4
FLRG Fidelity U.S. Multifactor ETF 5.7 15 35 7.3 +4.0
RAYD Rayliant Quantitative Developed Market Equity ETF 5.7 80 -30 3.8 +0.5
QMOM Alpha Architect U.S. Quantitative Momentum ETF 5.7 39 11 3.4 +0.1
VYM Vanguard High Dividend Yield Index ETF 5.6 6 44 6.8 +3.5
AIEQ AI Powered Equity ETF 5.6 75 -25 3.9 +0.5
FTCS First Trust Capital Strength ETF 5.6 55 -5 5.7 +2.4
LFSC F/m Emerald Life Sciences Innovation ETF 5.6 79 -29 -2.9 -6.2
FFND Future Fund Active ETF 5.6 100 -50 -0.7 -4.1
MBOX Freedom Day Dividend ETF 5.6 39 11 7.4 +4.1
DCOR Dimensional US Core Equity 1 ETF 5.6 14 36 5.3 +2.0
BFTHX Baron Fifth Avenue Growth Retail 5.5 75 -25 1.7 -1.7
SUSA iShares MSCI USA ESG Select ETF 5.5 25 25 5.0 +1.7
INEQ Columbia International Equity Income ETF 5.5 45 5 6.6 +3.3
PWV Invesco Large Cap Value ETF 5.5 55 -5 6.9 +3.5
DFAC Dimensional U.S. Core Equity 2 ETF 5.5 17 33 5.3 +2.0
BIBL Inspire 100 ETF 5.5 35 15 5.1 +1.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 5.4 9 41 5.8 +2.4
TOK iShares MSCI Kokusai ETF 5.4 26 24 5.0 +1.7
NANC Unusual Whales Subversive Democratic Trading ETF 5.4 75 -25 3.9 +0.6
FQAL Fidelity Quality Factor ETF 5.4 15 35 5.8 +2.5
CFA VictoryShares US 500 Volatility Wtd ETF 5.3 35 15 5.6 +2.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 5.3 12 38 4.8 +1.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 5.3 40 10 5.6 +2.2
VLU SPDR S&P 1500 Value Tilt ETF 5.2 12 38 6.7 +3.3
AVSU Avantis Responsible U.S. Equity ETF 5.2 15 35 6.1 +2.7
KRUZ Unusual Whales Subversive Republican Trading ETF 5.2 75 -25 5.4 +2.1
KLMT Invesco MSCI Global Climate 500 ETF 5.2 10 40 5.4 +2.1
CGDV Capital Group Dividend Value ETF 5.2 33 17 5.6 +2.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 5.2 25 25 5.6 +2.3
AFLG First Trust Active Factor Large Cap ETF 5.2 55 -5 5.8 +2.5
MMTM SPDR S&P 1500 Momentum Tilt ETF 5.1 12 38 4.5 +1.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 5.1 15 35 4.5 +1.2
SRHQ SRH U.S. Quality ETF 5.1 35 15 7.7 +4.3
URTH iShares MSCI World ETF 5.1 24 26 5.2 +1.8
FCPI Fidelity Stocks for Inflation ETF 5.1 15 35 8.1 +4.8
ILCG iShares Morningstar Growth ETF 5.1 4 46 3.9 +0.6
NULV Nuveen ESG Large-Cap Value ETF 5.1 26 24 6.7 +3.4
JQUA JPMorgan U.S. Quality Factor ETF 5.1 12 38 5.8 +2.4
VEGN US Vegan Climate ETF 5.1 60 -10 4.5 +1.2
QDF FlexShares Quality Dividend Index Fund 5.1 37 13 4.2 +0.8
ULVM VictoryShares US Value Momentum ETF 5.0 20 30 7.0 +3.7
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 5.0 60 -10 4.6 +1.3
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 5.0 20 30 5.6 +2.2
FELG Fidelity Enhanced Large Cap Growth ETF 5.0 18 32 4.6 +1.3
CGDG Capital Group Dividend Growers ETF 5.0 47 3 6.6 +3.3
EVX VanEck Environmental Services ETF 4.9 55 -5 3.3 0.0
FPX First Trust US Equity Opportunities ETF 4.9 61 -11 1.5 -1.9
CATH Global X S&P 500 Catholic Values Custom ETF 4.9 29 21 4.9 +1.6
QQQN VictoryShares Nasdaq Next 50 ETF 4.9 18 32 4.9 +1.6
MVAL VanEck Morningstar Wide Moat Value ETF 4.8 49 1 6.4 +3.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.8 20 30 6.4 +3.0
GLBL Pacer MSCI World Industry Advantage ETF 4.8 65 -15 4.7 +1.4
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.8 15 35 4.1 +0.7
IQM Franklin Intelligent Machines ETF 4.8 50 0 3.2 -0.1
BOTZ Global X Robotics & Artificial Intelligence ETF 4.8 69 -19 2.4 -1.0
AVUS Avantis U.S. Equity ETF 4.8 15 35 5.6 +2.3
VUSE Vident U.S. Equity Strategy ETF 4.7 50 0 4.4 +1.0
SSPY Syntax Stratified LargeCap ETF 4.7 30 20 6.3 +3.0
IVW iShares S&P 500 Growth ETF 4.7 18 32 4.5 +1.2
VOOG Vanguard S&P 500 Growth ETF 4.7 10 40 4.6 +1.2
SPYG SPDR Portfolio S&P 500 Growth ETF 4.7 4 46 4.6 +1.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 4.7 20 30 5.2 +1.8
JHDV John Hancock U.S. High Dividend ETF 4.7 34 16 6.2 +2.9
ACWI iShares MSCI ACWI ETF 4.6 32 18 5.3 +1.9
IUSG iShares Core S&P U.S. Growth ETF 4.6 4 46 4.7 +1.3
IWY iShares Russell Top 200 Growth ETF 4.6 20 30 4.6 +1.3
IGPT Invesco AI and Next Gen Software ETF 4.6 60 -10 3.8 +0.5
MGK Vanguard Mega Cap Growth ETF 4.6 7 43 4.3 +0.9
QGRW WisdomTree U.S. Quality Growth Fund 4.6 28 22 4.7 +1.4
SHRY First Trust Bloomberg Shareholder Yield ETF 4.6 60 -10 6.9 +3.5
USMF WisdomTree U.S. Multifactor Fund 4.6 28 22 7.1 +3.8
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 4.5 56 -6 5.9 +2.6
ABEQ Absolute Select Value ETF 4.5 85 -35 4.3 +1.0
EQUL IQ Engender Equality ETF 4.5 45 5 5.7 +2.4
AUSF Global X Adaptive U.S. Factor ETF 4.5 27 23 8.6 +5.2
PAWZ ProShares Pet Care ETF 4.5 50 0 3.8 +0.4
SIZE iShares MSCI USA Size Factor ETF 4.5 15 35 5.6 +2.2
ACSI American Customer Satisfaction ETF 4.5 65 -15 4.4 +1.1
IWF iShares Russell 1000 Growth ETF 4.5 19 31 4.5 +1.1
VONG Vanguard Russell 1000 Growth ETF 4.5 8 42 4.6 +1.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 4.4 9 41 5.4 +2.0
FDIV MarketDesk Focused U.S. Dividend ETF 4.4 35 15 5.1 +1.8
EUSA iShares MSCI USA Equal Weighted ETF 4.4 9 41 5.7 +2.4
GQQQ Astoria US Quality Growth Kings ETF 4.4 35 15 6.3 +3.0
QVAL Alpha Architect US Quantitative Value ETF 4.4 39 11 10.4 +7.0
RVER Trenchless Fund ETF 4.4 65 -15 2.9 -0.4
CWS AdvisorShares Focused Equity ETF 4.4 84 -34 4.6 +1.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.4 18 32 7.2 +3.9
MOAT VanEck Morningstar Wide Moat ETF 4.4 46 4 5.6 +2.3
SIXL ETC 6 Meridian Low Beta Equity ETF 4.4 80 -30 4.2 +0.9
DGT SPDR Global Dow ETF 4.3 50 0 6.8 +3.5
FDWM Fidelity Women's Leadership ETF 4.3 59 -9 4.7 +1.3
DIVB iShares Core Dividend ETF 4.3 5 45 7.5 +4.1
PSET Principal Quality ETF 4.2 15 35 5.3 +2.0
USCF Themes US Cash Flow Champions ETF 4.2 29 21 7.9 +4.5
RSP Invesco S&P 500 Equal Weight ETF 4.2 20 30 6.1 +2.7
SPDV AAM S&P 500 High Dividend Value ETF 4.2 29 21 9.6 +6.3
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 4.2 49 1 5.0 +1.7
FLV American Century Focused Large Cap Value ETF 4.2 42 8 6.4 +3.1
SMRI Bushido Capital US Equity ETF 4.2 71 -21 7.7 +4.3
VT Vanguard Total World Stock ETF 4.2 7 43 5.5 +2.2
PRAY FIS Christian Stock Fund 4.1 69 -19 5.9 +2.6
CRTC Xtrackers US National Critical Technologies ETF 4.1 35 15 5.1 +1.7
VUG Vanguard Growth ETF 4.1 4 46 4.0 +0.7
OCFS Otter Creek Focus Strategy ETF 4.1 85 -35 4.5 +1.2
SDOG ALPS Sector Dividend Dogs ETF 4.0 36 14 9.2 +5.9
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 4.0 15 35 9.3 +6.0
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 4.0 52 -2 5.1 +1.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.0 58 -8 5.0 +1.7
PTL Inspire 500 ETF 4.0 9 41 5.6 +2.3
CCMG CCM Global Equity ETF 4.0 34 16 7.6 +4.2
INCE Franklin Income Equity Focus ETF 3.9 29 21 5.7 +2.3
GLOF iShares Global Equity Factor ETF 3.9 20 30 7.0 +3.7
RJMG FT Raymond James Multicap Growth Equity ETF 3.9 85 -35 2.3 -1.1
PWB Invesco Large Cap Growth ETF 3.9 56 -6 3.2 -0.1
PDP Invesco Dorsey Wright Momentum ETF 3.8 62 -12 3.2 -0.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 3.8 50 0 7.6 +4.3
JSTC Adasina Social Justice All Cap Global ETF 3.8 89 -39 4.9 +1.6
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.8 55 -5 4.3 +0.9
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.8 15 35 7.3 +4.0
ARKG ARK Genomic Revolution ETF 3.7 75 -25 -4.6 -7.9
DYNF BlackRock U.S. Equity Factor Rotation ETF 3.7 30 20 4.7 +1.4
KNO AXS Knowledge Leaders ETF 3.7 78 -28 4.9 +1.6
XT iShares Exponential Technologies ETF 3.7 46 4 4.8 +1.4
VLUE iShares MSCI USA Value Factor ETF 3.7 15 35 10.2 +6.8
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 3.7 12 38 5.3 +1.9
MOTE VanEck Morningstar ESG Moat ETF 3.6 49 1 5.2 +1.9
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.6 38 12 5.7 +2.3
APIE ActivePassive International Equity ETF 3.6 45 5 8.1 +4.8
TOLL Tema Monopolies and Oligopolies ETF 3.6 75 -25 3.3 0.0
WLDR Affinity World Leaders Equity ETF 3.6 67 -17 8.1 +4.8
KOMP SPDR S&P Kensho New Economies Composite ETF 3.5 20 30 1.0 -2.3
AADR AdvisorShares Dorsey Wright ADR ETF 3.5 110 -60 5.6 +2.2
BEEZ Honeytree U.S. Equity ETF 3.5 64 -14 4.7 +1.3
DSI iShares MSCI KLD 400 Social ETF 3.5 25 25 5.0 +1.7
PKW Invesco Buyback Achievers ETF 3.5 62 -12 6.4 +3.0
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 3.5 30 20 8.2 +4.9
PCGG Polen Capital Global Growth ETF 3.5 85 -35 3.5 +0.1
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.4 35 15 4.6 +1.2
EGUS iShares ESG Aware MSCI USA Growth ETF 3.4 18 32 4.5 +1.1
GVLU Gotham 1000 Value ETF 3.4 50 0 7.4 +4.1
ITAN Sparkline Intangible Value ETF 3.4 50 0 5.9 +2.6
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.3 65 -15 3.9 +0.6
DIVL Madison Dividend Value ETF 3.3 65 -15 5.5 +2.2
CVAR Cultivar ETF 3.2 87 -37 6.7 +3.4
QNXT iShares Nasdaq-100 ex Top 30 ETF 3.2 20 30 5.2 +1.9
BLCV iShares Large Cap Value Active ETF 3.2 53 -3 8.1 +4.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.2 65 -15 2.7 -0.7
FLDZ RiverNorth Patriot ETF 3.2 75 -25 5.2 +1.8
FVD First Trust Value Line Dividend Index Fund 3.2 65 -15 6.3 +2.9
PID Invesco International Dividend Achievers ETF 3.1 53 -3 7.0 +3.7
SMOT VanEck Morningstar SMID Moat ETF 3.1 49 1 5.8 +2.5
LOUP Innovator Deepwater Frontier Tech ETF 3.1 70 -20 1.3 -2.1
ROE Astoria US Quality Kings ETF 3.1 49 1 7.2 +3.9
DEUS Xtrackers Russell US Multifactor ETF 3.1 17 33 6.9 +3.5
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.1 70 -20 4.4 +1.0
FEX First Trust Large Cap Core AlphaDEX Fund 3.0 59 -9 5.6 +2.2
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 3.0 60 -10 8.7 +5.4
VBK Vanguard Small-Cap Growth ETF 3.0 7 43 1.1 -2.3
RGEF Rockefeller Global Equity ETF 3.0 55 -5 5.0 +1.6
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.0 25 25 5.2 +1.8
SPLV Invesco S&P 500 Low Volatility ETF 3.0 25 25 5.1 +1.8
AVLV Avantis U.S. Large Cap Value ETF 3.0 15 35 7.1 +3.8
FDL First Trust Morningstar Dividend Leaders Index Fund 3.0 45 5 8.9 +5.6
SCHM Schwab U.S. Mid-Cap ETF 3.0 4 46 6.0 +2.6
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.0 58 -8 5.0 +1.7
ALTL Pacer Lunt Large Cap Alternator ETF 3.0 60 -10 4.8 +1.5
KEAT Keating Active ETF 3.0 85 -35 0.0 -3.3
INRO iShares U.S. Industry Rotation Active ETF 2.9 42 8 4.5 +1.1
VSDA VictoryShares Dividend Accelerator ETF 2.9 35 15 6.7 +3.4
USXF iShares ESG Advanced MSCI USA ETF 2.8 10 40 5.0 +1.7
VFMF Vanguard U.S. Multifactor ETF 2.8 18 32 8.5 +5.2
LGRO Level Four Large Cap Growth Active ETF 2.8 55 -5 4.3 +1.0
GVIP Goldman Sachs Hedge Industry VIP ETF 2.8 45 5 4.8 +1.4
DUSA Davis Select U.S. Equity ETF 2.8 61 -11 7.1 +3.8
DWLD Davis Select Worldwide ETF 2.8 63 -13 6.7 +3.4
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.7 15 35 5.8 +2.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.7 49 1 4.4 +1.1
CZAR Themes Natural Monopoly ETF 2.7 35 15 6.3 +2.9
SPHQ Invesco S&P 500 Quality ETF 2.7 15 35 5.7 +2.4
STXM Strive Mid-Cap ETF 2.7 18 32 6.1 +2.7
QQMG Invesco ESG NASDAQ 100 ETF 2.7 20 30 4.7 +1.4
CNCR Range Cancer Therapeutics ETF 2.7 79 -29 0.0 -3.3
HAPY Harbor Human Capital Factor Unconstrained ETF 2.7 50 0 4.4 +1.1
DIVS SmartETFs Dividend Builder ETF 2.7 65 -15 5.0 +1.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.6 4 46 5.6 +2.3
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.6 30 20 5.4 +2.1
TMFM Motley Fool Mid-Cap Growth ETF 2.6 85 -35 3.0 -0.3
QQQ Invesco QQQ Trust Series I 2.6 20 30 4.5 +1.2
QQQM Invesco NASDAQ 100 ETF 2.6 15 35 4.6 +1.3
EQAL Invesco Russell 1000 Equal Weight ETF 2.6 20 30 6.3 +2.9
NTZG Nuveen Global Net Zero Transition ETF 2.6 56 -6 4.7 +1.4
IMCG iShares Morningstar Mid-Cap Growth ETF 2.6 6 44 4.0 +0.6
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.6 27 23 7.1 +3.8
FTC First Trust Large Cap Growth AlphaDEX Fund 2.6 59 -9 2.4 -0.9
POWA Invesco Bloomberg Pricing Power ETF 2.6 40 10 5.6 +2.3
IWR iShares Russell Midcap ETF 2.6 19 31 5.4 +2.1
ONEV SPDR Russell 1000 Low Volatility Focus ETF 2.5 20 30 7.6 +4.2
IMCB iShares Morningstar Mid-Cap ETF 2.5 4 46 5.7 +2.4
BFOR ALPS Barron's 400 ETF 2.5 65 -15 5.6 +2.3
QTOP iShares Nasdaq Top 30 Stocks ETF 2.5 20 30 4.6 +1.3
VFVA Vanguard U.S. Value Factor ETF 2.5 13 37 10.0 +6.7
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 2.4 69 -19 8.1 +4.8
FMDE Fidelity Enhanced Mid Cap ETF 2.4 23 27 6.0 +2.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.4 24 26 7.3 +4.0
SAGP Strategas Global Policy Opportunities ETF 2.4 65 -15 5.3 +1.9
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.3 60 -10 4.0 +0.6
IWS iShares Russell Mid-Cap Value ETF 2.3 23 27 6.2 +2.9
SFYX SoFi Next 500 ETF 2.3 0 50 4.7 +1.4
KOCG FIS Knights of Columbus Global Belief ETF 2.3 75 -25 5.0 +1.7
FBOT Fidelity Disruptive Automation ETF 2.3 50 0 3.6 +0.3
JHMM John Hancock Multifactor Mid Cap ETF 2.3 42 8 6.1 +2.7
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.3 64 -14 1.8 -1.5
XJH iShares ESG Screened S&P Mid-Cap ETF 2.3 12 38 6.5 +3.1
EMOT First Trust S&P 500 Economic Moat ETF 2.3 60 -10 6.8 +3.4
TMDV ProShares Russell US Dividend Growers ETF 2.3 35 15 5.9 +2.6
VFMO Vanguard U.S. Momentum Factor ETF 2.3 13 37 2.1 -1.2
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 2.2 35 15 7.6 +4.3
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 2.2 38 12 7.6 +4.3
THRO iShares U.S. Thematic Rotation Active ETF 2.2 90 -40 3.9 +0.5
IBOT Vaneck Robotics ETF 2.2 47 3 4.1 +0.8
AESR Anfield U.S. Equity Sector Rotation ETF 2.2 108 -58 4.3 +0.9
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.2 35 15 5.8 +2.5
IWP iShares Russell Mid-Cap Growth ETF 2.2 23 27 3.1 -0.3
FDVV Fidelity High Dividend ETF 2.2 15 35 8.7 +5.3
PEXL Pacer US Export Leaders ETF 2.2 60 -10 5.7 +2.3
MDY SPDR S&P Midcap 400 ETF Trust 2.1 24 26 6.2 +2.8
IJH iShares Core S&P Mid-Cap ETF 2.1 5 45 6.4 +3.0
ONEQ Fidelity Nasdaq Composite Index ETF 2.1 21 29 3.8 +0.5
BTHM BlackRock Future U.S. Themes ETF 2.1 60 -10 4.2 +0.9
ONEO SPDR Russell 1000 Momentum Focus ETF 2.1 20 30 6.8 +3.5
FPXI First Trust International Equity Opportunities ETF 2.1 70 -20 4.9 +1.6
IJK iShares S&P Mid-Cap 400 Growth ETF 2.1 17 33 5.7 +2.4
BIOPX Baron Opportunity Retail 2.1 75 -25 1.0 -2.3
JOET Virtus Terranova US Quality Momentum ETF 2.1 29 21 4.7 +1.4
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 2.1 3 47 6.4 +3.0
IVOO Vanguard S&P Mid-Cap 400 ETF 2.1 10 40 6.4 +3.0
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 2.1 40 10 6.3 +3.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.1 15 35 5.7 +2.4
SMDY Syntax Stratified MidCap ETF 2.1 35 15 5.8 +2.4
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.1 15 35 5.7 +2.4
DSTX Distillate International Fundamental Stability & Value ETF 2.1 55 -5 8.0 +4.6
VXF Vanguard Extended Market ETF 2.1 6 44 3.5 +0.1
SDY SPDR S&P Dividend ETF 2.0 35 15 5.9 +2.6
WCEO Hypatia Women CEO ETF 2.0 85 -35 4.2 +0.9
IMCV iShares Morningstar Mid-Cap Value ETF 2.0 6 44 7.5 +4.2
RPV Invesco S&P 500 Pure Value ETF 2.0 35 15 9.7 +6.4
EDOC Global X Telemedicine & Digital Health ETF Registered 2.0 68 -18 -4.1 -7.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.0 70 -20 2.7 -0.6
DTEC ALPS Disruptive Technologies ETF 2.0 50 0 3.7 +0.3
QGRO American Century U.S. Quality Growth ETF 2.0 29 21 4.4 +1.1
SWP SWP Growth & Income ETF 2.0 99 -49 4.1 +0.8
OPTZ Optimize Strategy Index ETF 2.0 50 0 2.9 -0.4
BARAX Baron Asset Retail 2.0 75 -25 3.4 +0.1
VALQ American Century U.S. Quality Value ETF 2.0 29 21 7.4 +4.1
AVDE Avantis International Equity ETF 2.0 23 27 8.1 +4.7
ARKK ARK Innovation ETF 2.0 75 -25 -3.2 -6.6
VOT Vanguard Mid-Cap Growth ETF 1.9 7 43 3.4 +0.0
BBC Virtus LifeSci Biotech Clinical Trials ETF 1.9 79 -29 0.0 -3.3
INNO Harbor Disruptive Innovation ETF 1.9 75 -25 1.6 -1.8
GURU Global X Guru Index ETF 1.9 75 -25 1.7 -1.7
ROBO ROBO Global Robotics & Automation Index ETF 1.9 95 -45 3.5 +0.1
SPVU Invesco S&P 500 Enhanced Value ETF 1.9 13 37 8.9 +5.6
VO Vanguard Mid-Cap ETF 1.9 4 46 5.3 +2.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.8 15 35 6.7 +3.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.8 75 -25 6.8 +3.5
AOTG AOT Growth and Innovation ETF 1.8 75 -25 3.1 -0.3
ONEY SPDR Russell 1000 Yield Focus ETF 1.8 20 30 9.3 +5.9
BLES Inspire Global Hope ETF 1.8 61 -11 6.4 +3.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.8 95 -45 0.9 -2.4
AVSD Avantis Responsible International Equity ETF 1.8 23 27 7.1 +3.8
VB Vanguard Small-Cap ETF 1.8 5 45 4.9 +1.6
DIVG Invesco S&P 500 High Dividend Growers ETF 1.8 39 11 7.5 +4.1
FTGS First Trust Growth Strength ETF 1.8 60 -10 5.4 +2.1
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 1.7 60 -10 5.2 +1.8
DVY iShares Select Dividend ETF 1.7 38 12 8.0 +4.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.7 9 41 3.3 0.0
XLI Industrial Select Sector SPDR Fund 1.7 9 41 4.2 +0.9
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.7 30 20 7.9 +4.6
LYLD Cambria Large Cap Shareholder Yield ETF 1.7 59 -9 9.1 +5.8
XMMO Invesco S&P MidCap Momentum ETF 1.7 34 16 5.6 +2.3
IJJ iShares S&P Mid-Cap 400 Value ETF 1.6 18 32 6.9 +3.6
QDIV Global X S&P 500 Quality Dividend ETF 1.6 20 30 7.5 +4.2
MDYV SPDR S&P 400 Mid Cap Value ETF 1.6 15 35 7.0 +3.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.6 15 35 7.0 +3.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.6 7 43 5.3 +2.0
ETHO Etho Climate Leadership U.S. ETF 1.6 47 3 3.4 +0.1
WTV WisdomTree US Value Fund of Benef Interest 1.6 12 38 8.7 +5.3
SPVM Invesco S&P 500 Value with Momentum ETF 1.5 39 11 7.8 +4.5
ICAP InfraCap Equity Income Fund ETF 1.5 171 -121 6.0 +2.7
DHS WisdomTree U.S. High Dividend Fund 1.5 38 12 7.6 +4.2
SQEW LeaderShares Equity Skew ETF 1.5 81 -31 3.9 +0.5
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.5 45 5 3.1 -0.2
FTA First Trust Large Cap Value AlphaDEX Fund 1.4 59 -9 8.2 +4.9
SMMD iShares Russell 2500 ETF 1.4 15 35 5.5 +2.2
TMFX Motley Fool Next Index ETF 1.4 50 0 2.8 -0.6
FIDU Fidelity MSCI Industrial Index ETF 1.4 8 42 4.5 +1.2
MAGA Point Bridge America First ETF 1.4 72 -22 5.6 +2.3
ABCS Alpha Blue Capital US Small-Mid Cap Dynamic ETF 1.4 27 23 0.0 -3.3
SBIO ALPS Medical Breakthroughs ETF 1.4 50 0 -2.0 -5.3
RDVY First Trust Rising Dividend Achievers ETF 1.4 50 0 9.1 +5.8
SPYD SPDR Portfolio S&P 500 High Dividend ETF 1.4 7 43 8.8 +5.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.4 15 35 6.8 +3.4
SMLF iShares U.S. SmallCap Equity Factor ETF 1.4 15 35 4.6 +1.3
MOTG VanEck Morningstar Global Wide Moat ETF 1.4 52 -2 5.6 +2.3
NUMG Nuveen ESG Mid-Cap Growth ETF 1.4 31 19 3.4 +0.1
CSMD Congress SMid Growth ETF 1.3 69 -19 4.3 +0.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.3 17 33 4.7 +1.3
VIS Vanguard Industrials ETF 1.3 10 40 4.2 +0.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.3 65 -15 0.2 -3.1
PEY Invesco High Yield Equity Dividend Achievers ETF 1.3 52 -2 10.1 +6.7
NUMV Nuveen ESG Mid-Cap Value ETF 1.3 31 19 6.6 +3.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.3 24 26 7.0 +3.7
ISCG iShares Morningstar Small-Cap Growth ETF 1.2 6 44 2.3 -1.1
DEW WisdomTree Global High Dividend Fund 1.2 58 -8 8.5 +5.2
ARKQ ARK Autonomous Technology & Robotics ETF 1.2 75 -25 2.4 -0.9
SURE AdvisorShares Insiders Advantage ETF 1.2 90 -40 9.3 +5.9
VOE Vanguard Mid-Cap Value ETF 1.2 7 43 6.9 +3.6
RSPN Invesco S&P 500 Equal Weight Industrials ETF 1.2 40 10 4.1 +0.7
PSC Principal U.S. Small-Cap ETF 1.2 38 12 5.9 +2.5
SDG iShares MSCI Global Sustainable Development Goals ETF 1.1 49 1 5.6 +2.3
FOVL iShares Focused Value Factor ETF 1.1 25 25 8.5 +5.1
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.1 60 -10 1.4 -2.0
BNE Blue Horizon BNE ETF 1.1 87 -37 4.6 +1.3
IWO iShares Russell 2000 Growth ETF 1.1 24 26 0.6 -2.8
FNX First Trust Mid Cap Core AlphaDEX Fund 1.1 60 -10 6.8 +3.5
VTWG Vanguard Russell 2000 Growth ETF 1.1 15 35 0.7 -2.7
BKSE BNY Mellon US Small Cap Core Equity ETF 1.1 4 46 4.8 +1.4
TXS Texas Capital Texas Equity Index ETF 1.1 49 1 4.7 +1.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.1 60 -10 6.3 +2.9
IYJ iShares U.S. Industrials ETF 1.1 40 10 4.5 +1.2
MVPS Amplify Thematic All-Stars ETF 1.1 49 1 2.7 -0.7
FSMD Fidelity Small-Mid Multifactor ETF 1.1 15 35 6.8 +3.5
PSIL AdvisorShares Psychedelics ETF 1.0 99 -49 -8.2 -11.6
BDFIX Baron Discovery 1.0 75 -25 0.2 -3.2
RWK Invesco S&P MidCap 400 Revenue ETF 1.0 39 11 6.9 +3.6
RNMC First Trust Mid Cap US Equity Select ETF 1.0 60 -10 6.3 +3.0
EXI iShares Global Industrials ETF 1.0 42 8 4.5 +1.2
SPHB Invesco S&P 500 High Beta ETF 1.0 25 25 3.5 +0.2
TMFS Motley Fool Small-Cap Growth ETF 1.0 85 -35 2.6 -0.8
FAB First Trust Multi Cap Value AlphaDEX Fund 0.9 67 -17 8.6 +5.2
RBLD First Trust Alerian US NextGen Infrastructure ETF 0.9 65 -15 4.7 +1.4
FFTY Innovator IBD 50 ETF 0.9 80 -30 -0.6 -3.9
BUZZ VanEck Social Sentiment ETF 0.9 75 -25 0.3 -3.1
RPG Invesco S&P 500 Pure Growth ETF 0.9 35 15 3.5 +0.1
SYLD Cambria Shareholder Yield ETF 0.9 59 -9 10.9 +7.6
ISCB iShares Morningstar Small-Cap ETF 0.9 4 46 4.8 +1.4
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 0.9 61 -11 6.0 +2.7
FESM Fidelity Enhanced Small Cap ETF 0.9 28 22 1.7 -1.7
ERNZ TrueShares Active Yield ETF 0.9 75 -25 10.9 +7.6
DVLU First Trust Dorsey Wright Momentum & Value ETF 0.9 60 -10 8.7 +5.3
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.8 20 30 4.0 +0.6
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.8 60 -10 6.4 +3.0
FENI Fidelity Enhanced International ETF 0.8 28 22 8.1 +4.7
ISMD Inspire Small/Mid Cap ETF 0.8 54 -4 5.3 +1.9
AFMC First Trust Active Factor Mid Cap ETF 0.8 65 -15 6.9 +3.5
IWM iShares Russell 2000 ETF 0.8 19 31 2.8 -0.6
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.8 39 11 4.1 +0.7
FNDA Schwab Fundamental US Small Co. Index ETF 0.8 25 25 6.0 +2.7
RSSL Global X Russell 2000 ETF 0.8 8 42 2.6 -0.8
VTWO Vanguard Russell 2000 ETF 0.8 10 40 2.9 -0.5
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.7 25 25 7.2 +3.9
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.7 85 -35 3.5 +0.2
DEMZ Democratic Large Cap Core ETF 0.7 45 5 4.2 +0.9
EZM WisdomTree U.S. MidCap Fund 0.7 38 12 7.4 +4.0
MGRO VanEck Morningstar Wide Moat Growth ETF 0.7 49 1 4.7 +1.4
LCLG Logan Capital Broad Innovative Growth ETF 0.7 99 -49 4.6 +1.2
SCHA Schwab U.S. Small-Cap ETF 0.7 4 46 4.4 +1.1
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.7 47 3 5.5 +2.1
PY Principal Value ETF 0.6 15 35 7.0 +3.6
VBR Vanguard Small Cap Value ETF 0.6 7 43 7.8 +4.5
YALL God Bless America ETF 0.6 65 -15 3.2 -0.2
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.6 15 35 6.9 +3.6
SMAP Amplify Small-Mid Cap Equity ETF 0.6 60 -10 4.6 +1.3
CVY Invesco Zacks Multi-Asset Income ETF 0.6 106 -56 9.8 +6.4
JHSC John Hancock Multifactor Small Cap ETF 0.6 42 8 6.6 +3.2
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.5 25 25 9.6 +6.3
BGAIX Baron Global Advantage 0.5 75 -25 0.6 -2.8
BIGFX Baron International Growth Retail 0.5 75 -25 3.1 -0.2
AVIV Avantis International Large Cap Value ETF 0.5 25 25 9.0 +5.6
RFV Invesco S&P Midcap 400 Pure Value ETF 0.5 35 15 8.0 +4.7
XMHQ Invesco S&P MidCap Quality ETF 0.5 25 25 6.9 +3.5
XMVM Invesco S&P MidCap Value with Momentum ETF 0.5 39 11 9.9 +6.6
VAMO Cambria Value & Momentum ETF 0.5 61 -11 8.2 +4.9
STXK Strive Small-Cap ETF 0.5 18 32 5.0 +1.7
SFYF SoFi Social 50 ETF 0.4 29 21 -2.2 -5.5
IWN iShares Russell 2000 Value ETF 0.4 24 26 4.8 +1.4
VTWV Vanguard Russell 2000 Value ETF 0.4 15 35 4.9 +1.6
AVSC Avantis U.S Small Cap Equity ETF 0.4 25 25 4.7 +1.4
AFSM First Trust Active Factor Small Cap ETF 0.4 75 -25 6.3 +3.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.4 20 30 4.6 +1.2
BLLD JPMorgan Sustainable Infrastructure ETF 0.4 49 1 5.7 +2.3
AMID Argent Mid Cap ETF Argent Mid Cap ETF 0.4 52 -2 6.7 +3.4
ISCV iShares Morningstar Small Cap Value ETF 0.3 6 44 7.2 +3.9
DFAS Dimensional U.S. Small Cap ETF 0.3 26 24 5.5 +2.2
QQQS Invesco NASDAQ Future Gen 200 ETF 0.3 20 30 -10.7 -14.1
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.3 60 -10 7.7 +4.4
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.3 45 5 -0.6 -3.9
DFIC Dimensional International Core Equity 2 ETF 0.3 23 27 7.7 +4.4
ACTV LeaderShares Activist Leaders ETF 0.3 75 -25 6.7 +3.3
TMFG Motley Fool Global Opportunities ETF 0.3 85 -35 3.2 -0.1
FYC First Trust Small Cap Growth AlphaDEX Fund 0.3 71 -21 -0.5 -3.8
IQSI IQ Candriam International Equity ETF 0.3 15 35 6.6 +3.3
WCLD WisdomTree Cloud Computing Fund 0.3 45 5 1.5 -1.9
OGIG ALPS O'Shares Global Internet Giants ETF 0.3 48 2 1.9 -1.4
FDN First Trust Dow Jones Internet Index Fund 0.3 52 -2 3.2 -0.1
FDND FT Vest Dow Jones Internet & Target Income ETF 0.3 75 -25 3.0 -0.4
SKYY First Trust Cloud Computing ETF 0.3 60 -10 2.8 -0.6
XITK SPDR FactSet Innovative Technology ETF 0.3 45 5 2.2 -1.1
VNSE Natixis Vaughan Nelson Select ETF 0.2 80 -30 3.2 -0.1
RSHO Tema American Reshoring ETF 0.2 75 -25 3.4 +0.0
IETC iShares U.S. Tech Independence Focused ETF 0.2 18 32 4.5 +1.2
CCSO Carbon Collective Climate Solutions US Equity ETF 0.2 35 15 1.9 -1.4
SPXV ProShares S&P 500 Ex-Health Care ETF 0.2 9 41 4.7 +1.3
NIXT Research Affiliates Deletions ETF 0.2 9 41 5.2 +1.9
GSID Goldman Sachs MarketBeta International Equity ETF 0.2 20 30 7.0 +3.6
DON WisdomTree U.S. MidCap Dividend Fund 0.2 38 12 7.7 +4.4
NUSC Nuveen ESG Small-Cap ETF 0.2 31 19 5.0 +1.7
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.2 12 38 7.2 +3.8
FYX First Trust Small Cap Core AlphaDEX Fund 0.1 61 -11 4.6 +1.2
FNK First Trust Mid Cap Value AlphaDEX Fund 0.1 70 -20 10.0 +6.7
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.1 39 11 5.8 +2.4
DFAI Dimensional International Core Equity Market ETF 0.1 18 32 7.3 +4.0
DIHP Dimensional International High Profitability ETF 0.1 29 21 7.6 +4.3
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.1 18 32 7.0 +3.7
PRNT 3D Printing ETF 0.1 66 -16 0.7 -2.7
VAW Vanguard Materials ETF 0.1 10 40 6.3 +3.0
IEDI iShares U.S. Consumer Focused ETF 0.1 18 32 5.1 +1.8
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 20 8.0 +4.6
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 26 6.5 +3.1
FMAT Fidelity MSCI Materials Index ETF 0.1 8 42 6.4 +3.1
TDVG T. Rowe Price Dividend Growth ETF 0.1 50 0 4.8 +1.4
DFAT Dimensional U.S. Targeted Value ETF 0.1 28 22 7.8 +4.4
TGRW T. Rowe Price Growth Stock ETF 0.1 52 -2 3.7 +0.4
CSD Invesco S&P Spin-Off ETF 0.1 65 -15 10.0 +6.6
TCHP T. Rowe Price Blue Chip Growth ETF 0.1 57 -7 3.4 +0.0
IWC iShares Micro-Cap ETF 0.0 60 -10 -4.9 -8.2
TEQI T. Rowe Price Equity Income ETF 0.0 54 -4 3.8 +0.5
GSFP Goldman Sachs Future Planet Equity ETF 0.0 75 -25 4.2 +0.9
TEMP JPMorgan Climate Change Solutions ETF 0.0 49 1 5.5 +2.1
EBLU Ecofin Global Water ESG Fund 0.0 40 10 4.9 +1.6
CCNR ALPS CoreCommodity Natural Resources ETF 0.0 39 11 11.0 +7.7
FIW First Trust Water ETF 0.0 53 -3 4.5 +1.2
CGW Invesco S&P Global Water Index ETF 0.0 57 -7 4.4 +1.1
CZA Invesco Zacks Mid-Cap ETF 0.0 72 -22 5.6 +2.3
PHO Invesco Water Resources ETF 0.0 60 -10 4.4 +1.0
PIO Invesco Global Water ETF 0.0 75 -25 5.2 +1.8
SIMS SPDR S&P Kensho Intelligent Structures ETF 0.0 45 5 -6.9 -10.3
NVIR Horizon Kinetics Energy and Remediation ETF 0.0 85 -35 1.5 -1.8
ISCF iShares International SmallCap Equity Factor ETF 0.0 23 27 9.1 +5.8
DES WisdomTree U.S. SmallCap Dividend Fund 0.0 38 12 6.8 +3.5
EES WisdomTree U.S. SmallCap Fund 0.0 38 12 9.1 +5.7
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.0 35 15 6.6 +3.2
ROSC Hartford Multifactor Small Cap ETF 0.0 34 16 8.6 +5.3
SSLY Syntax Stratified SmallCap ETF 0.0 40 10 7.4 +4.0
PSCH Invesco S&P SmallCap Health Care ETF 0.0 29 21 4.0 +0.6
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.0 39 11 7.5 +4.2
IJR iShares Core S&P Small Cap ETF 0.0 6 44 6.6 +3.3
IJS iShares S&P Small-Cap 600 Value ETF 0.0 18 32 7.4 +4.1
ESIX SPDR S&P SmallCap 600 ESG ETF 0.0 12 38 7.4 +4.1
SLYV SPDR S&P 600 Small Cap Value ETF 0.0 15 35 7.4 +4.1
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.0 3 47 6.7 +3.3
WBIY WBI Power Factor High Dividend ETF 0.0 100 -50 11.2 +7.8
VIOO Vanguard S&P Small-Cap 600 ETF 0.0 10 40 6.6 +3.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.0 15 35 7.4 +4.1
SCHD Schwab US Dividend Equity ETF 0.0 6 44 9.2 +5.9
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.0 39 11 8.6 +5.3
COWZ Pacer US Cash Cows 100 ETF 0.0 49 1 9.9 +6.6
COWS Amplify Cash Flow Dividend Leaders ETF 0.0 0 50 10.5 +7.1
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 47 7.2 +3.9
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 11 7.5 +4.2
BOUT Innovator IBD Breakout Opportunities ETF 0.0 81 -31 3.6 +0.3
RSMC Rockefeller U.S. Small-Mid Cap ETF 0.0 75 -25 5.4 +2.1
DFIV Dimensional International Value ETF 0.0 27 23 10.0 +6.6

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

  2019 2020 2021 2022 2023 2024E 2025E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 Simplify Health Care ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

AVOID
Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 13.5 %
Divided by: Fwd. P/BV 3.5 x
Less: Expense ratio 50 bp
Equals: ALTAR Score 3.3 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.43 CATEGORY
AVERAGE		 1.57
 
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.