Simplify Health Care ETF
ALTAR
Score™
1.2% info Recommen-
dation
AVOID
2024E    2025E
P/E
ratio
41.3x P/Sales
ratio
3.1x
P/BV
ratio
5.5x Div.
yield
0.8%


  • 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) $128
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 53
Wgt avg mkt cap (mns) $187,907
Large cap (>$10bn) 75.6%
Mid cap ($2-10bn) 17.2%
Small cap (<$2bn) 7.2%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
SAREPTA THERAPEUTICS INC 9.6 %
ELI LILLY & CO 7.5 %
INSMED INC 6.8 %
UNITEDHEALTH GROUP INC 6.7 %
MERCK & CO. INC. 5.1 %
REGENERON PHARMACEUTICALS 5.0 %
INTUITIVE SURGICAL INC 4.9 %
BOSTON SCIENTIFIC CORP 4.6 %
PURECYCLE TECHNOLOGIES INC 4.5 %
NOVO-NORDISK A/S-SPONS ADR 4.2 %
Total 59.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 89.8 %
DENMARK 5.1 %
COSTA RICA 0.4 %
NETHERLANDS 0.4 %
BRITAIN 0.3 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
15.1% 19.2% -- -- 5.5%

Market Correlations
versus... Beta R-squared
S&P500 0.74 64%
MSCI EAFE 0.66 48%
MSCI Emg. Mkts. 0.40 18%

Technical Indicators
Recent close $31.69
30d moving avg. $30.00
Annualized volatility 17.5%
Short interest (ETF) 0.6%
Relative strength (RSI) 57

Liquidity measures
Avg. volume (thou.) 116
Turnover 2.9%
Bid/Ask (% of price) 0.15%
ADV underlying (mns) $46,360

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 693 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™: 1.2%


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 42.3 40 10 6.0 +4.8
FHLC Fidelity MSCI Health Care Index ETF 41.4 8 42 5.6 +4.3
VHT Vanguard Health Care ETF 41.4 10 40 5.4 +4.2
XLV Health Care Select Sector SPDR Fund 40.3 9 41 6.9 +5.7
IXJ iShares Global Healthcare ETF 34.8 42 8 5.9 +4.6
FMED Fidelity Disruptive Medicine ETF 32.5 50 0 -0.1 -1.4
GDOC Goldman Sachs Future Health Care Equity ETF 25.6 75 -25 3.3 +2.1
FXH First Trust Health Care AlphaDEX Fund 25.0 62 -12 6.8 +5.6
HELX Franklin Genomic Advancements ETF 24.2 50 0 0.1 -1.2
RSPH Invesco S&P 500 Equal Weight Health Care ETF 23.6 40 10 7.6 +6.4
BMED Future Health ETF 21.7 85 -35 -0.3 -1.5
QLTY GMO U.S. Quality ETF 21.6 50 0 4.2 +3.0
PTH Invesco Dorsey Wright Healthcare Momentum ETF 20.2 60 -10 -2.9 -4.1
PJP Invesco Pharmaceuticals ETF 20.2 57 -7 7.7 +6.5
HART IQ Healthy Hearts ETF 19.6 45 5 5.2 +4.0
FTXH First Trust Nasdaq Pharmaceuticals ETF 19.5 60 -10 8.3 +7.1
PPH VanEck Pharmaceutical ETF 19.4 36 14 8.3 +7.1
MEDX Horizon Kinetics Medical ETF 19.4 85 -35 -0.4 -1.6
VIRS Pacer BioThreat Strategy ETF 18.7 70 -20 6.2 +5.0
IHE iShares U.S. Pharmaceuticals ETF 16.6 40 10 8.2 +7.0
HTEC ROBO Global Healthcare Technology and Innovation ETF 15.8 68 -18 0.3 -0.9
STXD Strive 1000 Dividend Growth ETF 15.8 35 15 5.0 +3.8
SYNB Putnam BioRevolution ETF 15.6 70 -20 2.9 +1.7
MEDI Harbor Health Care ETF 15.6 80 -30 1.4 +0.2
HKND Humankind US Stock ETF 15.5 11 39 7.1 +5.9
AGNG Global X Aging Population ETF 15.4 50 0 3.9 +2.7
IDNA iShares Genomics Immunology and Healthcare ETF 14.8 47 3 -4.2 -5.4
BBP Virtus LifeSci Biotech Products ETF 14.3 79 -29 -4.0 -5.3
IBB iShares Biotechnology ETF 14.3 45 5 0.5 -0.7
IBBQ Invesco Nasdaq Biotechnology ETF 13.9 19 31 0.8 -0.4
MDEV First Trust Indxx Medical Devices ETF 13.9 70 -20 4.2 +3.0
BBH VanEck Biotech ETF 13.9 35 15 4.3 +3.1
XBI SPDR S&P BIOTECH ETF 13.8 35 15 -3.5 -4.7
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 13.8 60 -10 7.3 +6.1
WDNA WisdomTree BioRevolution Fund 13.6 45 5 -3.8 -5.0
XPH SPDR S&P Pharmaceuticals ETF 13.2 35 15 5.3 +4.1
IHF iShares U.S. Healthcare Providers ETF 12.9 40 10 6.2 +5.0
DIA SPDR Dow Jones Industrial Average ETF Trust 12.9 16 34 5.8 +4.5
LRND IQ U.S. Large Cap R&D Leaders ETF 12.8 14 36 5.7 +4.5
ZECP Zacks Earnings Consistent Portfolio ETF 12.6 55 -5 4.6 +3.4
MBCC Monarch Blue Chips Core ETF 12.3 125 -75 3.4 +2.2
MGV Vanguard Mega Cap Value ETF 12.2 7 43 6.7 +5.4
OUSA ALPS O'Shares U.S. Quality Dividend ETF 11.9 48 2 5.9 +4.7
TMFE Motley Fool Capital Efficiency 100 Index ETF 11.9 50 0 4.3 +3.0
EDOW First Trust Dow 30 Equal Weight ETF 11.7 50 0 5.9 +4.7
CACG ClearBridge All Cap Growth ESG ETF 11.7 54 -4 3.6 +2.4
IHI iShares U.S. Medical Devices ETF 11.6 40 10 3.9 +2.7
WOMN Impact Shares YWCA Women's Empowerment ETF 11.3 75 -25 4.8 +3.6
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 11.1 65 -15 -1.1 -2.3
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 11.0 15 35 5.7 +4.5
DJD Invesco Dow Jones Industrial Average Dividend ETF 11.0 7 43 8.4 +7.1
IWX iShares Russell Top 200 Value ETF 11.0 20 30 6.5 +5.3
BGIG Bahl & Gaynor Income Growth ETF 10.8 45 5 5.1 +3.9
SPXT ProShares S&P 500 Ex-Technology ETF 10.8 9 41 5.5 +4.3
RAFE PIMCO RAFI ESG U.S. ETF 10.8 29 21 7.0 +5.8
CANC Tema Oncology ETF 10.7 75 -25 -4.2 -5.4
CGGR Capital Group Growth ETF 10.7 39 11 3.4 +2.2
USMC Principal U.S. Mega-Cap ETF 10.5 12 38 4.8 +3.6
FLQL Franklin LibertyQ U.S. Equity ETF 10.2 15 35 5.6 +4.4
VTV Vanguard Value ETF 10.0 4 46 6.8 +5.6
LRGE ClearBridge Large Cap Growth ESG ETF 9.8 59 -9 3.5 +2.3
FDG American Century Focused Dynamic Growth ETF 9.8 45 5 2.5 +1.3
SHE SPDR MSCI USA Gender Diversity ETF 9.7 20 30 4.9 +3.6
FMIL Fidelity New Millennium ETF 9.6 59 -9 4.5 +3.3
FBT First Trust NYSE Arca Biotechnology Index Fund 9.5 56 -6 2.1 +0.9
SPMV Invesco S&P 500 Minimum Variance ETF 9.5 10 40 5.5 +4.2
QUAL iShares MSCI USA Quality Factor ETF 9.4 15 35 5.1 +3.9
SIXA ETC 6 Meridian Mega Cap Equity ETF 9.4 80 -30 5.9 +4.7
SAMT Strategas Macro Thematic Opportunities ETF 9.4 65 -15 4.5 +3.3
QLV FlexShares US Quality Low Volatility Index Fund 9.4 22 28 3.9 +2.7
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 9.3 35 15 6.3 +5.1
QUS SPDR MSCI USA StrategicFactors ETF 9.3 15 35 5.8 +4.6
DSTL Distillate US Fundamental Stability & Value ETF 9.3 39 11 7.7 +6.5
NBDS Neuberger Berman Disrupters ETF 9.3 55 -5 1.4 +0.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 9.3 32 18 4.9 +3.7
VOOV Vanguard S&P 500 Value ETF 9.3 10 40 6.6 +5.4
IVE iShares S&P 500 Value ETF 9.2 18 32 6.6 +5.4
SPYV SPDR Portfolio S&P 500 Value ETF 9.2 4 46 6.7 +5.5
BTEC Principal Healthcare Innovators ETF 9.1 42 8 -3.4 -4.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 9.1 10 40 5.2 +4.0
JGRO JPMorgan Active Growth ETF 9.0 44 6 3.3 +2.1
SNPV Xtrackers S&P 500 Value ESG ETF 9.0 15 35 6.7 +5.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 9.0 75 -25 4.1 +2.9
FTCS First Trust Capital Strength ETF 8.9 55 -5 5.6 +4.4
LRNZ TrueShares Technology, AI & Deep Learning ETF 8.9 69 -19 -0.1 -1.3
DGRO iShares Core Dividend Growth ETF 8.9 8 42 6.5 +5.3
USMV iShares MSCI USA Min Vol Factor ETF 8.9 15 35 5.8 +4.6
IUSV iShares Core S&P US Value ETF 8.9 4 46 6.8 +5.6
FFLC Fidelity Fundamental Large Cap Core ETF 8.8 38 12 4.9 +3.7
IBRN iShares Neuroscience and Healthcare ETF 8.8 47 3 -4.8 -6.0
PBE Invesco Biotechnology & Genome ETF 8.8 58 -8 -0.5 -1.7
MGC Vanguard Mega Cap ETF 8.8 7 43 4.9 +3.7
IPDP Dividend Performers ETF 8.7 122 -72 5.3 +4.0
SPXN ProShares S&P 500 Ex-Financials ETF 8.6 9 41 5.0 +3.8
VIG Vanguard Dividend Appreciation ETF 8.6 6 44 5.7 +4.5
IWD iShares Russell 1000 Value ETF 8.6 19 31 6.5 +5.3
XHS SPDR S&P Health Care Services ETF 8.6 35 15 6.2 +5.0
EVUS iShares ESG Aware MSCI USA Value ETF 8.5 18 32 6.7 +5.5
GGRW Gabelli Growth Innovators ETF 8.5 90 -40 2.4 +1.1
DGRW WisdomTree US Quality Dividend Growth Fund 8.5 28 22 6.0 +4.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 8.5 10 40 4.4 +3.2
ILCV iShares Morningstar Value ETF 8.4 4 46 6.4 +5.2
CAML Congress Large Cap Growth ETF 8.3 66 -16 3.1 +1.9
DRUP GraniteShares Nasdaq Select Disruptors ETF 8.2 60 -10 3.6 +2.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 8.2 7 43 5.0 +3.8
TECB iShares U.S. Tech Breakthrough Multisector ETF 8.2 40 10 4.0 +2.8
NZUS SPDR MSCI USA Climate Paris Aligned ETF 8.2 10 40 4.5 +3.3
XLG Invesco S&P 500 Top 50 ETF 8.1 20 30 4.4 +3.2
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 8.1 75 -25 3.2 +2.0
SNPG Xtrackers S&P 500 Growth ESG ETF 8.1 15 35 4.5 +3.3
ESMV iShares ESG MSCI USA Min Vol Factor ETF 8.1 18 32 5.8 +4.6
VONV Vanguard Russell 1000 Value ETF 8.1 8 42 6.6 +5.4
ANEW ProShares MSCI Transformational Changes ETF 8.1 45 5 3.5 +2.3
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 8.1 45 5 4.4 +3.2
CHGX AXS Change Finance ESG ETF 8.1 49 1 4.9 +3.7
MTUM iShares MSCI USA Momentum Factor ETF 8.0 15 35 3.7 +2.5
USCL iShares Climate Conscious & Transition MSCI USA ETF 8.0 8 42 5.0 +3.8
JEPI JPMorgan Equity Premium Income ETF 8.0 35 15 5.3 +4.1
IWL iShares Russell Top 200 ETF 8.0 15 35 4.8 +3.6
HAPI Harbor Human Capital Factor US Large Cap ETF 8.0 36 14 4.6 +3.4
VSLU Applied Finance Valuation Large Cap ETF 7.9 49 1 5.5 +4.3
XHE SPDR S&P Health Care Equipment ETF 7.9 35 15 1.5 +0.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 7.8 10 40 5.1 +3.9
VV Vanguard Large-Cap ETF 7.8 4 46 5.1 +3.9
DUHP Dimensional US High Profitability ETF 7.8 21 29 6.6 +5.3
FBCG Fidelity Blue Chip Growth ETF 7.8 59 -9 2.6 +1.3
RWL Invesco S&P 500 Revenue ETF 7.8 39 11 6.7 +5.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 7.8 15 35 4.8 +3.6
FDLO Fidelity Low Volatility Factor ETF 7.8 15 35 5.3 +4.1
SUSL iShares ESG MSCI USA Leaders ETF 7.8 10 40 5.1 +3.9
VOO Vanguard S&P 500 ETF 7.7 3 47 5.2 +3.9
BKLC BNY Mellon US Large Cap Core Equity ETF 7.7 0 50 5.1 +3.9
SPXE ProShares S&P 500 Ex-Energy ETF 7.7 9 41 4.9 +3.7
SCHG Schwab U.S. Large-Cap Growth ETF 7.7 4 46 4.2 +3.0
HLAL Wahed FTSE USA Shariah ETF 7.6 50 0 4.6 +3.4
ESGV Vanguard ESG U.S. Stock ETF 7.6 9 41 4.9 +3.7
HLGE Hartford Longevity Economy ETF 7.6 44 6 5.9 +4.7
DLN WisdomTree U.S. LargeCap Dividend Fund 7.6 28 22 6.0 +4.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 7.6 7 43 5.0 +3.8
CGGO Capital Group Global Growth Equity ETF 7.6 47 3 4.4 +3.2
QVML Invesco S&P 500 QVM Multi-factor ETF 7.6 11 39 4.8 +3.6
JMOM JPMorgan U.S. Momentum Factor ETF 7.5 12 38 4.7 +3.5
BKWO BNY Mellon Women's Opportunities ETF 7.5 50 0 3.8 +2.6
NACP Impact Shares NAACP Minority Empowerment ETF 7.5 49 1 4.9 +3.7
PFM Invesco Dividend Achievers ETF 7.5 53 -3 5.5 +4.3
VONE Vanguard Russell 1000 ETF 7.5 8 42 5.1 +3.9
VOTE TCW Transform 500 ETF 7.5 5 45 5.0 +3.8
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 7.4 20 30 4.8 +3.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 7.4 2 48 5.1 +3.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 7.4 9 41 4.7 +3.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 7.4 14 36 5.0 +3.8
WRND IQ Global Equity R&D Leaders ETF 7.4 18 32 6.7 +5.5
DURA VanEck Durable High Dividend ETF 7.4 29 21 7.3 +6.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 7.4 20 30 4.9 +3.7
SXQG ETC 6 Meridian Quality Growth ETF 7.4 100 -50 3.9 +2.7
ACVF American Conservative Values ETF 7.3 75 -25 4.3 +3.1
STRV Strive 500 ETF 7.3 5 45 5.0 +3.8
GINN Goldman Sachs Innovate Equity ETF 7.3 52 -2 2.6 +1.4
FDHT Fidelity Digital Health ETF 7.3 39 11 -1.9 -3.1
ILCB iShares Morningstar U.S. Equity ETF 7.3 3 47 5.0 +3.8
KRMA Global X Conscious Companies ETF 7.3 43 7 5.6 +4.4
FELV Fidelity Enhanced Large Cap Value ETF 7.3 18 32 6.5 +5.3
OEF iShares S&P 100 ETF 7.2 20 30 4.8 +3.5
IVV iShares Core S&P 500 ETF 7.2 3 47 5.1 +3.9
SPY SPDR S&P 500 ETF Trust 7.2 9 41 5.0 +3.8
SPLG SPDR Portfolio S&P 500 ETF 7.2 2 48 5.1 +3.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 7.2 11 39 5.0 +3.8
VTI Vanguard Total Stock Market ETF 7.2 3 47 4.9 +3.7
PBUS Invesco MSCI USA ETF 7.2 4 46 5.0 +3.8
SNPE Xtrackers S&P 500 ESG ETF 7.2 10 40 5.1 +3.9
VTHR Vanguard Russell 3000 ETF 7.2 10 40 4.9 +3.7
TMFC Motley Fool 100 Index ETF 7.1 50 0 3.6 +2.4
SPMO Invesco S&P 500 Momentum ETF 7.1 13 37 3.6 +2.4
APUE ActivePassive U.S. Equity ETF 7.1 45 5 4.8 +3.6
IUS Invesco RAFI Strategic US ETF 7.1 19 31 7.1 +5.9
IWB iShares Russell 1000 ETF 7.0 15 35 4.9 +3.7
STXG Strive 1000 Growth ETF 7.0 18 32 4.1 +2.9
ADME Aptus Drawdown Managed Equity ETF 7.0 79 -29 4.1 +2.9
SCHX Schwab U.S. Large-Cap ETF 7.0 3 47 5.1 +3.9
TINT ProShares Smart Materials ETF 7.0 58 -8 5.4 +4.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 7.0 29 21 6.1 +4.9
XVV iShares ESG Screened S&P 500 ETF 6.9 8 42 4.9 +3.7
IYY iShares Dow Jones U.S. ETF 6.9 20 30 4.9 +3.7
ROUS Hartford Multifactor US Equity ETF 6.9 19 31 6.9 +5.7
FVAL Fidelity Value Factor ETF 6.9 15 35 7.2 +6.0
JVAL JPMorgan U.S. Value Factor ETF 6.9 12 38 8.2 +7.0
SCHK Schwab 1000 Index ETF 6.9 5 45 5.1 +3.9
GNOM Global X Genomics & Biotechnology ETF 6.9 50 0 -5.4 -6.6
DFUS Dimensional U.S. Equity ETF 6.9 9 41 5.0 +3.8
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 6.9 3 47 5.2 +4.0
MBOX Freedom Day Dividend ETF 6.9 39 11 7.7 +6.5
DFSU Dimensional US Sustainability Core 1 ETF 6.8 18 32 5.5 +4.3
FDRR Fidelity Dividend ETF for Rising Rates 6.8 15 35 7.5 +6.3
ACWV iShares MSCI Global Min Vol Factor ETF 6.8 20 30 6.2 +5.0
IWV iShares Russell 3000 ETF 6.8 20 30 4.8 +3.6
JAVA JPMorgan Active Value ETF 6.8 44 6 6.1 +4.9
EQWL Invesco S&P 100 Equal Weight ETF 6.7 25 25 6.6 +5.4
RVRB Reverb ETF 6.7 30 20 4.8 +3.6
DTD WisdomTree U.S. Total Dividend Fund 6.7 28 22 6.3 +5.1
JHDV John Hancock U.S. High Dividend ETF 6.7 34 16 6.3 +5.1
OALC OneAscent Large Cap Core ETF 6.7 86 -36 4.4 +3.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 6.7 3 47 4.9 +3.7
FUNL CornerCap Fundametrics Large-Cap ETF 6.7 50 0 7.0 +5.8
SCHB Schwab U.S. Broad Market ETF 6.6 3 47 5.0 +3.8
ESGU iShares ESG Aware MSCI USA ETF 6.6 15 35 5.1 +3.9
IOO iShares Global 100 ETF 6.6 41 9 4.6 +3.4
DVND Touchstone Dividend Select ETF 6.6 67 -17 6.0 +4.8
NUDV Nuveen ESG Dividend ETF 6.6 26 24 7.4 +6.2
VONG Vanguard Russell 1000 Growth ETF 6.5 8 42 4.7 +3.5
NULG Nuveen ESG Large-Cap Growth ETF 6.5 26 24 4.3 +3.1
JHML John Hancock Multifactor Large Cap ETF 6.5 29 21 5.4 +4.2
LVOL American Century Low Volatility ETF 6.5 29 21 4.9 +3.7
DFUV Dimensional US Marketwide Value ETF 6.4 22 28 7.7 +6.4
FFTY Innovator IBD 50 ETF 6.4 80 -30 1.2 -0.0
STXV Strive 1000 Value ETF 6.4 18 32 7.8 +6.6
SFY SoFi Select 500 ETF 6.4 0 50 4.5 +3.3
RECS Columbia Research Enhanced Core ETF 6.4 15 35 5.5 +4.2
DFLV Dimensional US Large Cap Value ETF 6.4 22 28 7.8 +6.6
FBCV Fidelity Blue Chip Value ETF 6.4 59 -9 7.4 +6.2
BOUT Innovator IBD Breakout Opportunities ETF 6.3 81 -31 2.8 +1.6
QWLD SPDR MSCI World StrategicFactors ETF 6.3 30 20 5.8 +4.6
REVS Columbia Research Enhanced Value ETF 6.3 19 31 7.7 +6.5
DFAU Dimensional US Core Equity Market ETF 6.3 12 38 5.2 +4.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 6.3 9 41 5.5 +4.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 6.3 60 -10 4.0 +2.8
EPS WisdomTree U.S. LargeCap Fund 6.3 8 42 6.0 +4.8
RFFC ALPS Active Equity Opportunity ETF 6.3 48 2 4.2 +3.0
PWV Invesco Large Cap Value ETF 6.3 55 -5 8.1 +6.9
VFMV Vanguard U.S. Minimum Volatility ETF 6.2 13 37 5.2 +3.9
FNDX Schwab Fundamental US Large Co. Index ETF 6.2 25 25 7.0 +5.8
SHRY First Trust Bloomberg Shareholder Yield ETF 6.2 60 -10 6.9 +5.7
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 6.1 15 35 6.6 +5.4
FDMO Fidelity Momentum Factor ETF 6.1 15 35 4.0 +2.8
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 6.1 65 -15 3.6 +2.3
PRF Invesco FTSE RAFI US 1000 ETF 6.0 39 11 7.1 +5.9
VOOG Vanguard S&P 500 Growth ETF 6.0 10 40 4.4 +3.2
KRUZ Unusual Whales Subversive Republican Trading ETF 6.0 75 -25 5.5 +4.3
LRGF iShares U.S. Equity Factor ETF 6.0 8 42 5.7 +4.5
GDEF Goldman Sachs Defensive Equity ETF 6.0 55 -5 4.8 +3.6
FFND Future Fund Active ETF 5.9 100 -50 -0.2 -1.4
GK AdvisorShares Gerber Kawasaki ETF 5.9 75 -25 3.2 +2.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 5.9 25 25 5.5 +4.2
FNDB Schwab Fundamental US Broad Market Index ETF 5.8 25 25 6.9 +5.7
MDLV Morgan Dempsey Large Cap Value ETF 5.8 58 -8 8.4 +7.2
ILCG iShares Morningstar Growth ETF 5.8 4 46 3.8 +2.6
MGK Vanguard Mega Cap Growth ETF 5.7 7 43 4.0 +2.8
VYM Vanguard High Dividend Yield Index ETF 5.7 6 44 7.2 +6.0
QLC FlexShares US Quality Large Cap Index Fund 5.7 25 25 5.4 +4.2
QDEF FlexShares Quality Dividend Defensive Index Fund 5.7 37 13 4.3 +3.0
FELC Fidelity Enhanced Large Cap Core ETF 5.7 18 32 5.4 +4.2
KONG Formidable Fortress ETF 5.7 89 -39 5.8 +4.6
GDIV Harbor Dividend Growth Leaders ETF 5.7 50 0 5.6 +4.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 5.6 12 38 4.7 +3.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 5.6 12 38 4.6 +3.3
CGUS Capital Group Core Equity ETF 5.6 33 17 4.5 +3.3
KOKU Xtrackers MSCI Kokusai Equity ETF 5.6 9 41 5.3 +4.0
IVW iShares S&P 500 Growth ETF 5.6 18 32 4.3 +3.1
SPYG SPDR Portfolio S&P 500 Growth ETF 5.6 4 46 4.4 +3.2
DFAC Dimensional U.S. Core Equity 2 ETF 5.6 17 33 5.5 +4.3
TOK iShares MSCI Kokusai ETF 5.6 26 24 5.1 +3.9
INEQ Columbia International Equity Income ETF 5.5 45 5 6.3 +5.1
LCF Touchstone US Large Cap Focused ETF 5.5 69 -19 4.2 +3.0
IWY iShares Russell Top 200 Growth ETF 5.5 20 30 4.7 +3.4
VUSE Vident U.S. Equity Strategy ETF 5.5 50 0 3.4 +2.2
BIBL Inspire 100 ETF 5.5 35 15 5.0 +3.8
SCHV Schwab U.S. Large-Cap Value ETF 5.5 4 46 6.6 +5.4
AFLG First Trust Active Factor Large Cap ETF 5.4 55 -5 6.1 +4.8
VUG Vanguard Growth ETF 5.4 4 46 4.0 +2.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 5.4 19 31 6.4 +5.2
FPX First Trust US Equity Opportunities ETF 5.4 61 -11 1.6 +0.4
HDUS Hartford Disciplined US Equity ETF 5.4 19 31 6.0 +4.8
VLU SPDR S&P 1500 Value Tilt ETF 5.3 12 38 7.1 +5.9
IWF iShares Russell 1000 Growth ETF 5.3 19 31 4.5 +3.3
UDI USCF Dividend Income Fund 5.3 65 -15 7.7 +6.5
URTH iShares MSCI World ETF 5.3 24 26 5.2 +4.0
DIVZ TrueShares Low Volatility Equity Income ETF 5.3 65 -15 8.5 +7.3
FCPI Fidelity Stocks for Inflation ETF 5.3 15 35 8.3 +7.1
IUSG iShares Core S&P U.S. Growth ETF 5.2 4 46 4.5 +3.2
NULC Nuveen ESG Large-Cap ETF 5.2 21 29 5.5 +4.3
YLDE ClearBridge Dividend Strategy ESG ETF 5.1 60 -10 5.2 +4.0
ABEQ Absolute Select Value ETF 5.1 85 -35 4.6 +3.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 5.1 9 41 6.0 +4.8
SUSA iShares MSCI USA ESG Select ETF 5.1 25 25 5.1 +3.9
JGLO JPMorgan Global Select Equity ETF 5.1 33 17 4.3 +3.1
GSPY Gotham Enhanced 500 ETF 5.0 50 0 5.1 +3.9
FLRG Fidelity U.S. Multifactor ETF 5.0 15 35 7.5 +6.3
ROE Astoria US Quality Kings ETF 5.0 49 1 7.7 +6.4
SRHQ SRH U.S. Quality ETF 5.0 35 15 7.9 +6.7
CFA VictoryShares US 500 Volatility Wtd ETF 5.0 35 15 5.9 +4.7
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 5.0 40 10 5.9 +4.7
VEGN US Vegan Climate ETF 4.9 60 -10 4.6 +3.4
BOTZ Global X Robotics & Artificial Intelligence ETF 4.9 69 -19 2.3 +1.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.9 20 30 6.0 +4.8
DYNF BlackRock U.S. Equity Factor Rotation ETF 4.8 30 20 4.6 +3.4
VFLO VictoryShares Free Cash Flow ETF 4.8 39 11 8.8 +7.6
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.8 15 35 4.7 +3.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 4.8 20 30 5.1 +3.9
EUSA iShares MSCI USA Equal Weighted ETF 4.8 9 41 6.0 +4.8
ESGG FlexShares STOXX Global ESG Select Index Fund 4.8 42 8 5.0 +3.8
IQM Franklin Intelligent Machines ETF 4.8 50 0 3.1 +1.9
RUNN Running Oak Efficient Growth ETF 4.7 58 -8 5.0 +3.8
DFNV Donoghue Forlines Innovation ETF 4.7 69 -19 4.6 +3.4
SIZE iShares MSCI USA Size Factor ETF 4.7 15 35 5.9 +4.7
ACWI iShares MSCI ACWI ETF 4.7 32 18 5.3 +4.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.7 70 -20 4.8 +3.6
FELG Fidelity Enhanced Large Cap Growth ETF 4.7 18 32 4.6 +3.4
QGRW WisdomTree U.S. Quality Growth Fund 4.7 28 22 4.5 +3.3
AIEQ AI Powered Equity ETF 4.7 75 -25 3.1 +1.9
RAYD Rayliant Quantitative Developed Market Equity ETF 4.7 80 -30 4.3 +3.1
ACSI American Customer Satisfaction ETF 4.7 65 -15 4.3 +3.1
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 4.6 106 -56 3.6 +2.4
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 4.6 49 1 10.8 +9.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 4.6 25 25 5.7 +4.5
IGPT Invesco AI and Next Gen Software ETF 4.6 60 -10 3.7 +2.5
JSTC Adasina Social Justice All Cap Global ETF 4.6 89 -39 4.9 +3.7
FQAL Fidelity Quality Factor ETF 4.6 15 35 5.7 +4.5
TOLL Tema Monopolies and Oligopolies ETF 4.5 75 -25 2.7 +1.5
EQUL IQ Engender Equality ETF 4.5 45 5 6.8 +5.6
FSST Fidelity Sustainable U.S. Equity ETF 4.5 59 -9 2.8 +1.5
RSP Invesco S&P 500 Equal Weight ETF 4.5 20 30 6.2 +5.0
VT Vanguard Total World Stock ETF 4.5 7 43 5.6 +4.4
CWS AdvisorShares Focused Equity ETF 4.5 84 -34 4.9 +3.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 4.5 9 41 5.5 +4.3
CATH Global X S&P 500 Catholic Values Custom ETF 4.5 29 21 4.9 +3.7
JQUA JPMorgan U.S. Quality Factor ETF 4.5 12 38 5.9 +4.7
KOMP SPDR S&P Kensho New Economies Composite ETF 4.4 20 30 1.1 -0.1
SIXL ETC 6 Meridian Low Beta Equity ETF 4.4 80 -30 4.8 +3.6
AVUS Avantis U.S. Equity ETF 4.4 15 35 5.8 +4.6
SSPY Syntax Stratified LargeCap ETF 4.4 30 20 6.5 +5.3
ULVM VictoryShares US Value Momentum ETF 4.4 20 30 7.4 +6.2
GERM ETFMG Treatments Testing and Advancements ETF 4.3 68 -18 -5.0 -6.2
AADR AdvisorShares Dorsey Wright ADR ETF 4.2 110 -60 5.6 +4.4
FPXI First Trust International Equity Opportunities ETF 4.2 70 -20 3.8 +2.6
PAWZ ProShares Pet Care ETF 4.2 50 0 3.5 +2.3
DIVB iShares Core Dividend ETF 4.2 5 45 7.9 +6.7
AGQI First Trust Active Global Quality Income ETF 4.2 85 -35 5.2 +4.0
USMF WisdomTree U.S. Multifactor Fund 4.2 28 22 7.6 +6.4
VFQY Vanguard U.S. Quality Factor ETF 4.2 13 37 7.4 +6.2
ARKG ARK Genomic Revolution ETF 4.1 75 -25 -6.8 -8.0
QQQJ Invesco NASDAQ Next Gen 100 ETF 4.1 15 35 4.6 +3.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.1 18 32 7.5 +6.3
PSET Principal Quality ETF 4.1 15 35 5.2 +4.0
EDOC Global X Telemedicine & Digital Health ETF Registered 4.1 68 -18 -4.3 -5.5
EGUS iShares ESG Aware MSCI USA Growth ETF 4.1 18 32 4.2 +3.0
FDWM Fidelity Women's Leadership ETF 4.0 59 -9 4.9 +3.7
PTL Inspire 500 ETF 4.0 9 41 5.6 +4.4
GLOF iShares Global Equity Factor ETF 4.0 20 30 6.9 +5.7
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 4.0 50 0 7.7 +6.5
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 4.0 20 30 5.4 +4.2
INCE Franklin Income Equity Focus ETF 4.0 29 21 5.7 +4.5
FTGS First Trust Growth Strength ETF 4.0 60 -10 5.6 +4.4
XT iShares Exponential Technologies ETF 4.0 46 4 4.5 +3.2
FEX First Trust Large Cap Core AlphaDEX Fund 3.9 59 -9 5.9 +4.7
PRAY FIS Christian Stock Fund 3.9 69 -19 5.9 +4.7
RFDA RiverFront Dynamic US Dividend Advantage ETF 3.9 52 -2 5.5 +4.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.9 65 -15 5.1 +3.9
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.9 15 35 7.2 +6.0
AUSF Global X Adaptive U.S. Factor ETF 3.9 27 23 8.9 +7.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.9 52 -2 5.4 +4.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.9 58 -8 5.3 +4.1
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 3.9 12 38 5.6 +4.4
DGT SPDR Global Dow ETF 3.8 50 0 6.5 +5.3
QDF FlexShares Quality Dividend Index Fund 3.8 37 13 4.4 +3.2
TMDV ProShares Russell US Dividend Growers ETF 3.8 35 15 6.7 +5.5
CNCR Range Cancer Therapeutics ETF 3.8 79 -29 0.0 -1.2
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 3.7 60 -10 5.5 +4.3
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.7 55 -5 3.9 +2.7
WLDR Affinity World Leaders Equity ETF 3.7 67 -17 8.2 +7.0
VBK Vanguard Small-Cap Growth ETF 3.7 7 43 1.4 +0.2
TTAC FCF US Quality ETF 3.7 59 -9 6.2 +4.9
EVX VanEck Environmental Services ETF 3.7 55 -5 3.5 +2.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 3.7 60 -10 5.4 +4.2
PWB Invesco Large Cap Growth ETF 3.6 56 -6 3.2 +2.0
USXF iShares ESG Advanced MSCI USA ETF 3.6 10 40 5.1 +3.9
KLDW Knowledge Leaders Developed World ETF 3.5 75 -25 4.8 +3.6
DSI iShares MSCI KLD 400 Social ETF 3.5 25 25 5.0 +3.8
NULV Nuveen ESG Large-Cap Value ETF 3.5 26 24 7.0 +5.8
FLDZ RiverNorth Patriot ETF 3.5 75 -25 5.7 +4.5
CGDV Capital Group Dividend Value ETF 3.5 33 17 5.8 +4.5
CRTC Xtrackers US National Critical Technologies ETF 3.4 35 15 5.2 +3.9
PKW Invesco Buyback Achievers ETF 3.4 62 -12 7.2 +6.0
PEXL Pacer US Export Leaders ETF 3.4 60 -10 5.1 +3.9
PDP Invesco Dorsey Wright Momentum ETF 3.3 62 -12 3.4 +2.2
ICAP InfraCap Equity Income Fund ETF 3.3 171 -121 6.6 +5.4
FTC First Trust Large Cap Growth AlphaDEX Fund 3.2 59 -9 2.7 +1.5
SMRI Bushido Capital US Equity ETF 3.2 71 -21 9.6 +8.4
QQQN VictoryShares Nasdaq Next 50 ETF 3.2 18 32 4.2 +3.0
POWA Invesco Bloomberg Pricing Power ETF 3.2 40 10 5.6 +4.3
NANC Unusual Whales Subversive Democratic Trading ETF 3.1 75 -25 3.7 +2.5
FVD First Trust Value Line Dividend Index Fund 3.1 65 -15 6.3 +5.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.1 38 12 6.8 +5.6
IWR iShares Russell Midcap ETF 3.0 19 31 5.7 +4.4
FTA First Trust Large Cap Value AlphaDEX Fund 3.0 59 -9 8.5 +7.3
INNO Harbor Disruptive Innovation ETF 3.0 75 -25 -1.5 -2.7
LOUP Innovator Deepwater Frontier Tech ETF 3.0 70 -20 1.7 +0.5
IMCB iShares Morningstar Mid-Cap ETF 3.0 4 46 6.2 +5.0
IMCG iShares Morningstar Mid-Cap Growth ETF 3.0 6 44 4.3 +3.1
GVIP Goldman Sachs Hedge Industry VIP ETF 3.0 45 5 5.0 +3.8
EQAL Invesco Russell 1000 Equal Weight ETF 3.0 20 30 5.8 +4.6
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.9 49 1 4.9 +3.7
FLV American Century Focused Large Cap Value ETF 2.9 42 8 6.7 +5.5
MOTE VanEck Morningstar ESG Moat ETF 2.8 49 1 5.3 +4.1
VLUE iShares MSCI USA Value Factor ETF 2.8 15 35 10.5 +9.3
CBSE Clough Select Equity ETF 2.8 85 -35 -1.4 -2.7
DUSA Davis Select U.S. Equity ETF 2.8 61 -11 7.1 +5.9
DWLD Davis Select Worldwide ETF 2.8 63 -13 6.7 +5.4
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 2.8 25 25 5.5 +4.3
ALTL Pacer Lunt Large Cap Alternator ETF 2.8 60 -10 5.0 +3.8
IWS iShares Russell Mid-Cap Value ETF 2.8 23 27 6.5 +5.3
SPLV Invesco S&P 500 Low Volatility ETF 2.7 25 25 5.4 +4.2
NTZG Nuveen Global Net Zero Transition ETF 2.7 56 -6 4.6 +3.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.7 15 35 6.2 +5.0
SFYX SoFi Next 500 ETF 2.7 0 50 5.1 +3.8
FDIV MarketDesk Focused U.S. Dividend ETF 2.7 35 15 4.7 +3.5
HAPY Harbor Human Capital Factor Unconstrained ETF 2.6 50 0 4.8 +3.5
VSDA VictoryShares Dividend Accelerator ETF 2.6 35 15 6.8 +5.6
TMFM Motley Fool Mid-Cap Growth ETF 2.6 85 -35 3.2 +2.0
SCHM Schwab U.S. Mid-Cap ETF 2.6 4 46 6.3 +5.1
IWP iShares Russell Mid-Cap Growth ETF 2.6 23 27 3.9 +2.7
SPHQ Invesco S&P 500 Quality ETF 2.6 15 35 5.6 +4.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.6 64 -14 2.1 +0.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.6 4 46 6.0 +4.7
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 2.6 56 -6 6.1 +4.9
DIVS SmartETFs Dividend Builder ETF 2.6 65 -15 5.0 +3.8
HDV iShares Core High Dividend ETF 2.6 8 42 8.4 +7.2
FLOW Global X U.S. Cash Flow Kings 100 ETF 2.5 25 25 11.6 +10.4
IJK iShares S&P Mid-Cap 400 Growth ETF 2.5 17 33 5.7 +4.5
QVAL Alpha Architect US Quantitative Value ETF 2.5 39 11 11.5 +10.3
ITAN Sparkline Intangible Value ETF 2.5 50 0 6.4 +5.2
BTHM BlackRock Future U.S. Themes ETF 2.5 60 -10 4.0 +2.8
APIE ActivePassive International Equity ETF 2.5 45 5 7.3 +6.1
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.5 15 35 5.7 +4.5
IMCV iShares Morningstar Mid-Cap Value ETF 2.5 6 44 8.2 +6.9
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 2.4 30 20 8.7 +7.5
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.4 27 23 7.7 +6.5
SPDV AAM S&P 500 High Dividend Value ETF 2.4 29 21 10.3 +9.1
CVAR Cultivar ETF 2.4 87 -37 7.3 +6.1
VXF Vanguard Extended Market ETF 2.4 6 44 4.0 +2.8
ONEO SPDR Russell 1000 Momentum Focus ETF 2.4 20 30 7.2 +6.0
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 2.4 35 15 4.9 +3.7
RPV Invesco S&P 500 Pure Value ETF 2.4 35 15 10.0 +8.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.3 24 26 7.8 +6.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.3 30 20 6.8 +5.6
JHMM John Hancock Multifactor Mid Cap ETF 2.3 42 8 6.5 +5.3
SPVU Invesco S&P 500 Enhanced Value ETF 2.3 13 37 9.5 +8.3
VFMO Vanguard U.S. Momentum Factor ETF 2.3 13 37 2.3 +1.1
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 2.3 58 -8 4.7 +3.5
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.3 70 -20 2.2 +1.0
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 2.3 75 -25 7.3 +6.1
DTEC ALPS Disruptive Technologies ETF 2.2 50 0 3.1 +1.9
IJH iShares Core S&P Mid-Cap ETF 2.2 5 45 6.7 +5.5
MDY SPDR S&P Midcap 400 ETF Trust 2.2 23 27 6.5 +5.3
DEUS Xtrackers Russell US Multifactor ETF 2.2 17 33 7.1 +5.9
FBOT Fidelity Disruptive Automation ETF 2.2 50 0 3.4 +2.2
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 2.2 3 47 6.7 +5.5
VO Vanguard Mid-Cap ETF 2.2 4 46 5.9 +4.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.2 15 35 5.8 +4.6
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.2 95 -45 1.6 +0.4
DIVL Madison Dividend Value ETF 2.2 65 -15 5.7 +4.5
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.2 35 15 6.1 +4.9
ONEV SPDR Russell 1000 Low Volatility Focus ETF 2.1 20 30 8.0 +6.8
WCEO Hypatia Women CEO ETF 2.1 85 -35 4.9 +3.6
RUFF Alpha Dog ETF 2.1 94 -44 4.4 +3.2
VFMF Vanguard U.S. Multifactor ETF 2.1 18 32 8.7 +7.5
VB Vanguard Small-Cap ETF 2.1 5 45 5.3 +4.1
SDY SPDR S&P Dividend ETF 2.1 35 15 6.2 +5.0
GVLU Gotham 1000 Value ETF 2.1 50 0 7.7 +6.5
JOET Virtus Terranova US Quality Momentum ETF 2.1 29 21 5.0 +3.8
BFOR ALPS Barron's 400 ETF 2.1 65 -15 6.5 +5.3
QQMG Invesco ESG NASDAQ 100 ETF 2.1 20 30 4.5 +3.2
COWZ Pacer US Cash Cows 100 ETF 2.1 49 1 11.5 +10.3
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 2.1 69 -19 8.6 +7.4
TMFX Motley Fool Next Index ETF 2.0 50 0 3.0 +1.8
VOT Vanguard Mid-Cap Growth ETF 2.0 7 43 4.1 +2.9
XMMO Invesco S&P MidCap Momentum ETF 2.0 34 16 5.4 +4.2
ROBO ROBO Global Robotics & Automation Index ETF 2.0 95 -45 3.1 +1.9
SDOG ALPS Sector Dividend Dogs ETF 2.0 36 14 9.5 +8.3
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.0 39 11 3.7 +2.5
RDVY First Trust Rising Dividend Achievers ETF 2.0 50 0 9.5 +8.3
KOCG FIS Knights of Columbus Global Belief ETF 2.0 75 -25 5.2 +3.9
BMVP Invesco Bloomberg MVP Multi-factor ETF 2.0 29 21 8.3 +7.1
PEY Invesco High Yield Equity Dividend Achievers ETF 2.0 52 -2 9.8 +8.6
QQQ Invesco QQQ Trust Series I 2.0 20 30 4.3 +3.1
QQQM Invesco NASDAQ 100 ETF 2.0 15 35 4.4 +3.2
SPVM Invesco S&P 500 Value with Momentum ETF 1.9 39 11 8.5 +7.3
VFVA Vanguard U.S. Value Factor ETF 1.9 13 37 10.7 +9.5
AVDE Avantis International Equity ETF 1.9 23 27 7.6 +6.4
VALQ American Century U.S. Quality Value ETF 1.9 29 21 7.5 +6.3
SMDY Syntax Stratified MidCap ETF 1.9 35 15 5.7 +4.4
MOAT VanEck Morningstar Wide Moat ETF 1.9 46 4 6.2 +4.9
IVOO Vanguard S&P Mid-Cap 400 ETF 1.9 10 40 6.7 +5.5
ETHO Etho Climate Leadership U.S. ETF 1.8 47 3 3.6 +2.4
QGRO American Century U.S. Quality Growth ETF 1.8 29 21 4.6 +3.4
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 1.8 60 -10 8.5 +7.3
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.8 60 -10 4.3 +3.1
GCOW Pacer Global Cash Cows Dividend ETF 1.8 60 -10 12.2 +11.0
SQEW LeaderShares Equity Skew ETF 1.8 81 -31 3.8 +2.6
AVLV Avantis U.S. Large Cap Value ETF 1.8 15 35 7.4 +6.2
FAB First Trust Multi Cap Value AlphaDEX Fund 1.8 67 -17 9.5 +8.3
ARKQ ARK Autonomous Technology & Robotics ETF 1.8 75 -25 2.2 +1.0
IBOT Vaneck Robotics ETF 1.7 47 3 3.4 +2.2
VNMC Natixis Vaughan Nelson Mid Cap ETF 1.7 85 -35 3.6 +2.4
SMOT VanEck Morningstar SMID Moat ETF 1.7 49 1 6.3 +5.1
QDIV Global X S&P 500 Quality Dividend ETF 1.7 20 30 8.0 +6.8
SPHB Invesco S&P 500 High Beta ETF 1.7 25 25 3.8 +2.6
BLES Inspire Global Hope ETF 1.7 61 -11 6.3 +5.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.7 7 43 5.6 +4.4
SMMD iShares Russell 2500 ETF 1.7 15 35 5.9 +4.7
ONEQ Fidelity Nasdaq Composite Index ETF 1.7 21 29 3.7 +2.5
SCHA Schwab U.S. Small-Cap ETF 1.6 4 46 4.7 +3.5
SDG iShares MSCI Global Sustainable Development Goals ETF 1.6 49 1 5.5 +4.3
FMDE Fidelity Enhanced Mid Cap ETF 1.6 23 27 6.3 +5.1
WTV WisdomTree US Value Fund of Benef Interest 1.6 12 38 9.4 +8.2
FDVV Fidelity High Dividend ETF 1.6 15 35 8.9 +7.7
VTWG Vanguard Russell 2000 Growth ETF 1.6 15 35 1.5 +0.3
XLI Industrial Select Sector SPDR Fund 1.5 9 41 4.4 +3.2
MAGA Point Bridge America First ETF 1.5 72 -22 6.4 +5.2
ISCG iShares Morningstar Small-Cap Growth ETF 1.5 6 44 2.5 +1.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.5 65 -15 1.2 -0.0
IWO iShares Russell 2000 Growth ETF 1.5 24 26 1.5 +0.3
NUMG Nuveen ESG Mid-Cap Growth ETF 1.5 31 19 3.8 +2.6
XJH iShares ESG Screened S&P Mid-Cap ETF 1.5 12 38 6.7 +5.5
CSMD Congress SMid Growth ETF 1.4 69 -19 4.0 +2.8
SMLF iShares U.S. SmallCap Equity Factor ETF 1.4 15 35 5.5 +4.3
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.4 30 20 8.1 +6.9
ARKK ARK Innovation ETF 1.4 75 -25 -4.2 -5.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.4 15 35 7.0 +5.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.4 17 33 5.3 +4.1
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.4 9 41 4.0 +2.8
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.4 45 5 2.9 +1.7
VOE Vanguard Mid-Cap Value ETF 1.3 7 43 7.4 +6.2
IJJ iShares S&P Mid-Cap 400 Value ETF 1.3 18 32 7.7 +6.5
MDYV SPDR S&P 400 Mid Cap Value ETF 1.3 15 35 7.8 +6.6
RSPN Invesco S&P 500 Equal Weight Industrials ETF 1.3 40 10 3.7 +2.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.3 15 35 7.0 +5.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.3 24 26 7.4 +6.2
SBIO ALPS Medical Breakthroughs ETF 1.3 50 0 -3.3 -4.5
FNX First Trust Mid Cap Core AlphaDEX Fund 1.2 60 -10 7.0 +5.8
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.2 38 12 8.3 +7.1
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.2 35 15 8.4 +7.1
RPG Invesco S&P 500 Pure Growth ETF 1.2 35 15 3.3 +2.1
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.2 60 -10 0.0 -1.2
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 1.2 60 -10 8.1 +6.9
FIDU Fidelity MSCI Industrial Index ETF 1.2 8 42 4.8 +3.6
VIS Vanguard Industrials ETF 1.2 10 40 4.5 +3.2
NUMV Nuveen ESG Mid-Cap Value ETF 1.2 31 19 7.1 +5.9
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.2 15 35 9.7 +8.5
ROYA Tema Global Royalties ETF 1.1 75 -25 4.4 +3.2
SURE AdvisorShares Insiders Advantage ETF 1.1 90 -40 10.0 +8.8
TXS Texas Capital Texas Equity Index ETF 1.1 49 1 5.2 +4.0
RBLD First Trust Alerian US NextGen Infrastructure ETF 1.1 65 -15 5.1 +3.9
ISCB iShares Morningstar Small-Cap ETF 1.1 4 46 5.2 +4.0
PSC Principal U.S. Small-Cap ETF 1.1 38 12 6.3 +5.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.1 29 21 9.4 +8.2
AFMC First Trust Active Factor Mid Cap ETF 1.1 65 -15 7.3 +6.1
JHSC John Hancock Multifactor Small Cap ETF 1.1 42 8 7.0 +5.8
FSMD Fidelity Small-Mid Multifactor ETF 1.0 15 35 7.4 +6.2
VTWO Vanguard Russell 2000 ETF 1.0 10 40 3.5 +2.3
AESR Anfield U.S. Equity Sector Rotation ETF 1.0 108 -58 4.1 +2.9
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 1.0 47 3 1.8 +0.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.0 15 35 7.8 +6.6
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -25 7.4 +6.1
STXK Strive Small-Cap ETF 1.0 18 32 5.1 +3.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.0 39 11 4.5 +3.3
BBC Virtus LifeSci Biotech Clinical Trials ETF 1.0 79 -29 0.0 -1.2
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.0 20 30 4.4 +3.2
IYJ iShares U.S. Industrials ETF 1.0 40 10 5.0 +3.8
PSIL AdvisorShares Psychedelics ETF 0.9 99 -49 -8.2 -9.4
IWM iShares Russell 2000 ETF 0.9 19 31 3.5 +2.3
BKSE BNY Mellon US Small Cap Core Equity ETF 0.9 4 46 5.2 +4.0
RSSL Global X Russell 2000 ETF 0.9 8 42 3.1 +1.9
MVPS Amplify Thematic All-Stars ETF 0.9 49 1 2.8 +1.6
BNE Blue Horizon BNE ETF 0.9 87 -37 4.9 +3.6
RWK Invesco S&P MidCap 400 Revenue ETF 0.9 39 11 8.7 +7.5
SMCP AlphaMark Actively Managed Small Cap ETF 0.9 90 -40 6.9 +5.7
TMFS Motley Fool Small-Cap Growth ETF 0.9 85 -35 2.9 +1.7
ISMD Inspire Small/Mid Cap ETF 0.9 54 -4 5.9 +4.7
FYC First Trust Small Cap Growth AlphaDEX Fund 0.9 71 -21 1.0 -0.2
FNDA Schwab Fundamental US Small Co. Index ETF 0.9 25 25 6.5 +5.3
EXI iShares Global Industrials ETF 0.8 42 8 4.8 +3.6
DVLU First Trust Dorsey Wright Momentum & Value ETF 0.8 60 -10 10.6 +9.4
AOTG AOT Growth and Innovation ETF 0.8 75 -25 3.2 +2.0
QQQS Invesco NASDAQ Future Gen 200 ETF 0.8 20 30 -9.3 -10.5
LCLG Logan Capital Broad Innovative Growth ETF 0.8 99 -49 4.6 +3.4
EZM WisdomTree U.S. MidCap Fund 0.8 38 12 8.0 +6.8
PID Invesco International Dividend Achievers ETF 0.8 53 -3 6.8 +5.6
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.7 85 -35 4.5 +3.3
DEMZ Democratic Large Cap Core ETF 0.7 45 5 4.1 +2.8
FDL First Trust Morningstar Dividend Leaders Index Fund 0.7 45 5 9.5 +8.3
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.7 60 -10 6.9 +5.7
BUZZ VanEck Social Sentiment ETF 0.7 75 -25 0.1 -1.1
PY Principal Value ETF 0.7 15 35 7.4 +6.2
DVY iShares Select Dividend ETF 0.7 38 12 8.8 +7.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.7 15 35 7.0 +5.8
CVY Invesco Zacks Multi-Asset Income ETF 0.6 106 -56 11.5 +10.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.6 47 3 5.6 +4.4
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.6 80 -30 6.4 +5.2
YALL God Bless America ETF 0.6 65 -15 3.8 +2.5
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.6 25 25 7.7 +6.5
VBR Vanguard Small Cap Value ETF 0.6 7 43 8.0 +6.8
AVIV Avantis International Large Cap Value ETF 0.6 25 25 8.6 +7.4
SFYF SoFi Social 50 ETF 0.5 29 21 -3.2 -4.4
IPO Renaissance IPO ETF 0.5 60 -10 -1.9 -3.1
VTWV Vanguard Russell 2000 Value ETF 0.5 15 35 5.3 +4.1
GURU Global X Guru Index ETF 0.5 75 -25 1.7 +0.5
RFV Invesco S&P Midcap 400 Pure Value ETF 0.5 35 15 8.7 +7.4
XMHQ Invesco S&P MidCap Quality ETF 0.5 25 25 6.4 +5.2
XMVM Invesco S&P MidCap Value with Momentum ETF 0.5 39 11 10.9 +9.6
VAMO Cambria Value & Momentum ETF 0.5 61 -11 9.6 +8.4
ISCV iShares Morningstar Small Cap Value ETF 0.5 6 44 7.9 +6.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.5 20 30 6.4 +5.2
DFIC Dimensional International Core Equity 2 ETF 0.5 23 27 7.3 +6.1
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -29 5.7 +4.5
MOTG VanEck Morningstar Global Wide Moat ETF 0.4 52 -2 5.7 +4.5
ONEY SPDR Russell 1000 Yield Focus ETF 0.4 20 30 10.0 +8.8
AFSM First Trust Active Factor Small Cap ETF 0.4 75 -25 7.0 +5.8
IWN iShares Russell 2000 Value ETF 0.4 24 26 5.4 +4.2
BLLD JPMorgan Sustainable Infrastructure ETF 0.4 49 1 5.6 +4.4
AMID Argent Mid Cap ETF Argent Mid Cap ETF 0.4 52 -2 6.9 +5.7
DFAS Dimensional U.S. Small Cap ETF 0.3 26 24 5.9 +4.7
FNK First Trust Mid Cap Value AlphaDEX Fund 0.3 70 -20 10.8 +9.6
UMMA Wahed Dow Jones Islamic World ETF 0.3 65 -15 4.2 +3.0
ACTV LeaderShares Activist Leaders ETF 0.3 75 -25 6.7 +5.4
TMFG Motley Fool Global Opportunities ETF 0.3 85 -35 3.3 +2.1
FYX First Trust Small Cap Core AlphaDEX Fund 0.3 61 -11 6.2 +4.9
WCLD WisdomTree Cloud Computing Fund 0.3 45 5 1.7 +0.5
OGIG ALPS O'Shares Global Internet Giants ETF 0.3 48 2 0.5 -0.7
FDN First Trust Dow Jones Internet Index Fund 0.3 52 -2 2.2 +1.0
FDND FT Vest Dow Jones Internet & Target Income ETF 0.3 75 -25 2.1 +0.9
SKYY First Trust Cloud Computing ETF 0.3 60 -10 3.5 +2.2
XITK SPDR FactSet Innovative Technology ETF 0.3 45 5 2.6 +1.4
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.2 45 5 -0.5 -1.7
VNSE Natixis Vaughan Nelson Select ETF 0.2 80 -30 3.2 +1.9
RSHO Tema American Reshoring ETF 0.2 75 -25 3.7 +2.4
CCSO Carbon Collective Climate Solutions US Equity ETF 0.2 35 15 2.4 +1.2
IETC iShares U.S. Tech Independence Focused ETF 0.2 18 32 4.4 +3.2
FENI Fidelity Enhanced International ETF 0.2 28 22 7.8 +6.5
SAGP Strategas Global Policy Opportunities ETF 0.2 65 -15 5.3 +4.1
DIHP Dimensional International High Profitability ETF 0.2 29 21 7.1 +5.9
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.2 12 38 8.3 +7.1
IQSI IQ Candriam International Equity ETF 0.2 15 35 6.2 +5.0
DON WisdomTree U.S. MidCap Dividend Fund 0.2 38 12 8.4 +7.2
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 0.2 40 10 7.6 +6.4
SPXV ProShares S&P 500 Ex-Health Care ETF 0.2 9 41 4.8 +3.6
AVSC Avantis U.S Small Cap Equity ETF 0.2 25 25 4.9 +3.7
DFAI Dimensional International Core Equity Market ETF 0.2 18 32 6.8 +5.6
NUSC Nuveen ESG Small-Cap ETF 0.1 31 19 5.3 +4.1
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 30 6.4 +5.2
PRNT 3D Printing ETF 0.1 66 -16 -1.2 -2.4
IWC iShares Micro-Cap ETF 0.1 60 -10 -3.8 -5.0
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 20 7.6 +6.4
DFAT Dimensional U.S. Targeted Value ETF 0.1 28 22 8.3 +7.0
TDVG T. Rowe Price Dividend Growth ETF 0.1 50 0 4.7 +3.5
TGRW T. Rowe Price Growth Stock ETF 0.1 52 -2 3.7 +2.4
TCHP T. Rowe Price Blue Chip Growth ETF 0.1 57 -7 3.2 +2.0
FMAT Fidelity MSCI Materials Index ETF 0.0 8 42 6.5 +5.3
VAW Vanguard Materials ETF 0.0 10 40 6.5 +5.3
CSD Invesco S&P Spin-Off ETF 0.0 65 -15 9.4 +8.2
TEQI T. Rowe Price Equity Income ETF 0.0 54 -4 4.0 +2.8
DFSI Dimensional International Sustainability Core 1 ETF 0.0 24 26 6.0 +4.8
GSFP Goldman Sachs Future Planet Equity ETF 0.0 75 -25 4.3 +3.1
TEMP JPMorgan Climate Change Solutions ETF 0.0 49 1 5.1 +3.9
FIW First Trust Water ETF 0.0 53 -3 4.6 +3.4
CGW Invesco S&P Global Water Index ETF 0.0 57 -7 3.8 +2.6
CZA Invesco Zacks Mid-Cap ETF 0.0 72 -22 6.5 +5.2
PHO Invesco Water Resources ETF 0.0 60 -10 4.4 +3.2
PIO Invesco Global Water ETF 0.0 75 -25 5.7 +4.5
SIMS SPDR S&P Kensho Intelligent Structures ETF 0.0 45 5 -6.9 -8.1
EBLU Ecofin Global Water ESG Fund 0.0 40 10 3.9 +2.7
NVIR Horizon Kinetics Energy and Remediation ETF 0.0 85 -35 1.8 +0.6
ISCF iShares International SmallCap Equity Factor ETF 0.0 23 27 8.6 +7.4
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 47 6.6 +5.4
DEW WisdomTree Global High Dividend Fund 0.0 58 -8 8.8 +7.6
DHS WisdomTree U.S. High Dividend Fund 0.0 38 12 8.4 +7.2
SPYD SPDR Portfolio S&P 500 High Dividend ETF 0.0 7 43 9.0 +7.8
WBIY WBI Power Factor High Dividend ETF 0.0 100 -50 10.7 +9.4
SCHD Schwab US Dividend Equity ETF 0.0 6 44 9.6 +8.4
DES WisdomTree U.S. SmallCap Dividend Fund 0.0 38 12 7.7 +6.5
EES WisdomTree U.S. SmallCap Fund 0.0 38 12 9.9 +8.7
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.0 35 15 7.2 +5.9
ROSC Hartford Multifactor Small Cap ETF 0.0 34 16 9.1 +7.9
SSLY Syntax Stratified SmallCap ETF 0.0 40 10 7.3 +6.1
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.0 39 11 8.9 +7.7
PSCH Invesco S&P SmallCap Health Care ETF 0.0 29 21 5.3 +4.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.0 39 11 9.4 +8.1
IJR iShares Core S&P Small Cap ETF 0.0 6 44 7.7 +6.5
IJS iShares S&P Small-Cap 600 Value ETF 0.0 18 32 8.8 +7.6
ESIX SPDR S&P SmallCap 600 ESG ETF 0.0 12 38 7.9 +6.7
SLYV SPDR S&P 600 Small Cap Value ETF 0.0 15 35 8.8 +7.6
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.0 3 47 7.7 +6.5
VIOO Vanguard S&P Small-Cap 600 ETF 0.0 10 40 7.7 +6.5
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.0 15 35 8.9 +7.7
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 11 7.1 +5.9

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 8.7 %
Divided by: Fwd. P/BV 5.1 x
Less: Expense ratio 50 bp
Equals: ALTAR Score 1.2 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.40 CATEGORY
AVERAGE
1.58
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

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

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

 

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