Simplify Health Care ETF
ALTAR
Score™		 5.9% info Recommen-
dation		 NEUTRAL
2023E    2024E
P/E
ratio		 21.5x P/Sales
ratio		 2.9x
P/BV
ratio		 3.8x Div.
yield		 1.5%


  • 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) $51
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 52
Wgt avg mkt cap (mns) $146,495
Large cap (>$10bn) 91.1%
Mid cap ($2-10bn) 2.7%
Small cap (<$2bn) 6.2%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
REGENERON PHARMACEUTICALS 6.4 %
BOSTON SCIENTIFIC CORP 6.1 %
INTUITIVE SURGICAL INC 5.3 %
ELI LILLY & CO 4.9 %
UNITEDHEALTH GROUP INC 4.7 %
VERTEX PHARMACEUTICALS INC 4.6 %
MERCK & CO. INC. 4.5 %
CIGNA CORPORATION 4.4 %
ABBVIE INC 4.4 %
SANOFI-AVENTIS-ADR 4.1 %
Total 49.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 88.0 %
IRELAND 4.3 %
FRANCE 4.2 %
NETHERLANDS 2.8 %
COSTA RICA 0.6 %
BRITAIN 0.4 %





HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru November 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-4.7% -7.0% -- -- -4.8%

Market Correlations
versus... Beta R-squared
S&P500 0.67 63%
MSCI EAFE 0.63 53%
MSCI Emg. Mkts. 0.35 17%

Technical Indicators
Recent close $25.14
30d moving avg. $24.74
Annualized volatility 17.1%
Short interest (ETF) 0.1%
Relative strength (RSI) 44

Liquidity measures
Avg. volume (thou.) 33
Turnover 1.6%
Bid/Ask (% of price) 0.12%
ADV underlying (mns) $12,752

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 689 potential alternatives to the Simplify Health Care ETF ETF based on the alternatives' overlap in portfolio holdings with PINK. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: PINK Expense: 50 bp ALTAR Score™: 5.9%


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 49.0 40 10 6.7 +0.9
XLV Health Care Select Sector SPDR Fund 48.9 10 40 7.7 +1.8
VHT Vanguard Health Care Index Fund 47.2 10 40 6.1 +0.2
FHLC Fidelity MSCI Health Care Index ETF 47.1 8 42 6.2 +0.3
IXJ iShares Global Healthcare ETF 40.6 42 8 6.8 +0.9
RSPH Invesco S&P 500 Equal Weight Health Care ETF 35.6 40 10 7.9 +2.1
GDOC Goldman Sachs Future Health Care Equity ETF 33.0 75 -25 3.1 -2.8
IHI iShares U.S. Medical Devices ETF 29.1 40 10 4.3 -1.6
AGNG Global X Aging Population ETF 28.2 50 0 4.0 -1.9
FTXH First Trust Nasdaq Pharmaceuticals ETF 28.0 60 -10 9.9 +4.1
MEDX Horizon Kinetics Medical ETF 26.1 85 -35 3.0 -2.9
BMED BlackRock Future Health ETF 25.3 85 -35 0.7 -5.2
FXH First Trust Health Care AlphaDEX Fund 24.9 61 -11 8.6 +2.7
PJP Invesco Dynamic Pharmaceuticals ETF 24.0 58 -8 6.7 +0.8
MEDI Harbor Health Care ETF 22.8 80 -30 -0.8 -6.6
VIRS Pacer BioThreat Strategy ETF 21.8 70 -20 6.7 +0.8
PPH VanEck Pharmaceutical ETF 20.8 36 14 11.5 +5.7
BBH VanEck Biotech ETF 20.5 35 15 5.4 -0.5
MDEV First Trust Indxx Medical Devices ETF 20.1 70 -20 4.1 -1.8
SDEP SFP Core Equity Strategy 20.0 0 50 0.0 -5.9
STXD Strive 1000 Dividend Growth ETF 18.8 35 15 5.7 -0.1
HKND Humankind US Stock ETF 18.5 11 39 6.8 +0.9
HART IQ Healthy Hearts ETF 18.4 45 5 5.7 -0.2
IBBQ Invesco Nasdaq Biotechnology ETF 18.4 19 31 0.1 -5.8
XHE SPDR S&P Health Care Equipment ETF 18.3 35 15 0.9 -5.0
IBB iShares NASDAQ Biotechnology ETF 18.0 45 5 0.0 -5.8
PZLG Puzzle Mature Growth 18.0 0 50 0.0 -5.9
CANC Tema Oncology ETF 17.7 75 -25 -4.4 -10.3
HTEC ROBO Global Healthcare Technology & Innovation ETF 17.7 68 -18 1.6 -4.3
FBT First Trust NYSE Arca Biotechnology Index Fund 16.2 56 -6 2.5 -3.4
SIXA 6 Meridian Mega Cap Equity ETF 16.1 80 -30 6.9 +1.1
LRND IQ U.S. Large Cap R&D Leaders ETF 16.1 14 36 6.8 +0.9
RAYD Rayliant Quantitative Developed Market Equity ETF 15.6 80 -30 5.5 -0.4
SYNB Putnam BioRevolution ETF 15.5 70 -20 2.8 -3.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 15.5 48 2 6.5 +0.6
BAD B.A.D. ETF 15.4 75 -25 -4.3 -10.1
SANE Subversive Mental Health ETF 15.4 75 -25 4.3 -1.6
MGV Vanguard Mega Cap Value ETF 15.3 7 43 7.2 +1.3
HELX Franklin Genomic Advancements ETF 15.2 50 0 1.9 -3.9
MTUM iShares MSCI USA Momentum Factor ETF 15.1 15 35 4.9 -1.0
GGRW Gabelli Growth Innovators ETF 14.7 90 -40 2.8 -3.1
SPMO Invesco S&P 500 Momentum ETF 14.6 13 37 4.6 -1.3
SNPG Xtrackers S&P 500 Growth ESG ETF 14.6 15 35 5.2 -0.6
SXQG 6 Meridian Quality Growth ETF 14.4 100 -50 4.7 -1.2
DGRO iShares Core Dividend Growth ETF 14.1 8 42 7.0 +1.2
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 13.9 49 1 5.6 -0.3
CACG ClearBridge All Cap Growth ETF 13.8 54 -4 3.6 -2.3
UDI USCF Dividend Income Fund 13.8 0 50 0.0 -5.9
BGIG Bahl & Gaynor Income Growth ETF 13.5 45 5 5.7 -0.2
TMFE Motley Fool Capital Efficiency 100 Index ETF 13.5 50 0 5.1 -0.7
FTCS First Trust Capital Strength ETF 13.5 55 -5 6.5 +0.6
SPXT ProShares S&P 500 Ex-Technology ETF 13.5 9 41 6.0 +0.1
FLQL Franklin LibertyQ U.S. Equity ETF 13.4 15 35 6.7 +0.8
VOOG Vanguard S&P 500 Growth ETF 13.3 10 40 5.6 -0.3
IVW iShares S&P 500 Growth ETF 13.3 18 32 5.5 -0.4
SPYG SPDR Portfolio S&P 500 Growth ETF 13.3 4 46 5.7 -0.2
EVUS iShares ESG Aware MSCI USA Value ETF 13.3 18 32 7.2 +1.3
PBE Invesco Dynamic Biotechnology & Genome ETF 13.1 59 -9 1.6 -4.2
GDIV Harbor Dividend Growth Leaders ETF 13.1 50 0 6.2 +0.3
VTV Vanguard Value Index Fund 13.1 4 46 7.4 +1.6
QLV FlexShares US Quality Low Volatility Index Fund 13.0 22 28 5.2 -0.7
ZECP Zacks Earnings Consistent Portfolio ETF 12.9 55 -5 5.3 -0.6
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 12.9 12 38 5.1 -0.8
ANEW ProShares MSCI Transformational Changes ETF 12.9 45 5 4.8 -1.1
QUS SPDR MSCI USA StrategicFactors ETF 12.9 15 35 6.3 +0.4
IUSG iShares Core S&P US Growth ETF 12.7 4 46 5.7 -0.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 12.6 15 35 5.1 -0.8
WDNA WisdomTree BioRevolution Fund 12.5 45 5 -5.8 -11.6
IWX iShares Russell Top 200 Value ETF 12.4 20 30 7.0 +1.1
XPH SPDR S&P Pharmaceuticals ETF 12.3 35 15 5.7 -0.1
IHE iShares U.S. Pharmaceuticals ETF 12.3 40 10 8.9 +3.0
USCA Xtrackers MSCI USA Climate Action Equity ETF 12.3 7 43 5.6 -0.3
USMV iShares Edge MSCI Min Vol USA ETF 12.2 15 35 6.1 +0.2
DLN WisdomTree U.S. LargeCap Dividend Fund 12.2 28 22 6.8 +0.9
FLV American Century Focused Large Cap Value ETF 12.2 42 8 6.5 +0.7
FDLO Fidelity Low Volatility Factor ETF 12.1 29 21 5.4 -0.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 12.1 10 40 5.9 +0.0
UPWD JPMorgan Social Advancement ETF 12.0 49 1 4.8 -1.0
BKUS BNY Mellon Sustainable US Equity ETF 12.0 50 0 4.6 -1.3
ESMV iShares ESG MSCI USA Min Vol Factor ETF 12.0 18 32 6.3 +0.5
CAML Congress Large Cap Growth ETF 11.9 66 -16 4.0 -1.9
PSET Principal Price Setters Index ETF 11.9 15 35 6.0 +0.1
DSTL Distillate US Fundamental Stability & Value ETF 11.9 39 11 7.6 +1.7
HLGE Hartford Longevity Economy ETF 11.8 44 6 7.0 +1.1
IHF iShares U.S. Healthcare Providers ETF 11.7 39 11 6.3 +0.4
QUAL iShares MSCI Usa Quality Factor ETF 11.7 15 35 6.1 +0.3
SPMV Invesco S&P 500 Minimum Variance ETF 11.7 10 40 5.8 -0.1
RPG Invesco S&P 500 Pure Growth ETF 11.7 35 15 7.6 +1.7
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 11.7 69 -19 5.6 -0.3
DEIF Sterling Capital Diverse Multi-Manager Active ETF 11.6 65 -15 4.9 -0.9
FCPI Fidelity Stocks for Inflation ETF 11.6 29 21 9.4 +3.6
HAPI Harbor Corporate Culture ETF 11.5 36 14 5.1 -0.8
VIG Vanguard Dividend Appreciation Index Fund 11.4 6 44 5.9 +0.0
SPXN ProShares S&P 500 Ex-Financials ETF 11.3 9 41 5.6 -0.3
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 11.3 20 30 6.2 +0.4
VDNI V-Shares US Leadership Diversity ETF 11.2 29 21 5.7 -0.2
RAFE PIMCO RAFI ESG U.S. ETF 11.2 29 21 7.5 +1.6
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 11.2 35 15 7.1 +1.2
DGRW WisdomTree U.S. Quality Dividend Growth Fund 11.1 28 22 6.1 +0.2
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 11.1 65 -15 -0.8 -6.7
HDV iShares Core High Dividend ETF 11.1 8 42 8.8 +3.0
ILCV iShares Morningstar Value ETF 11.1 4 46 7.3 +1.4
HLAL Wahed FTSE USA Shariah ETF 11.0 50 0 5.1 -0.8
LRGE ClearBridge Large Cap Growth ESG ETF 11.0 59 -9 3.5 -2.4
DRUP GraniteShares Nasdaq Select Disruptors ETF 10.9 60 -10 4.1 -1.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 10.9 49 1 4.9 -1.0
SPHQ Invesco S&P 500 Quality ETF 10.9 15 35 5.8 -0.1
IWL iShares Russell Top 200 ETF 10.9 15 35 5.2 -0.7
BKLC BNY Mellon US Large Cap Core Equity ETF 10.9 0 50 5.3 -0.5
TTAC TrimTabs US Free Cash Flow Quality ETF 10.9 59 -9 6.2 +0.3
MGC Vanguard Mega Cap Index Fund 10.9 7 43 5.3 -0.6
ESG FlexShares STOXX US ESG Impact Index Fund 10.9 32 18 5.3 -0.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 10.8 10 40 5.0 -0.9
PWV Invesco Dynamic Large Cap Value ETF 10.8 58 -8 9.0 +3.1
GDEF Goldman Sachs Defensive Equity ETF 10.8 55 -5 5.2 -0.7
FDHT Fidelity Digital Health ETF 10.8 39 11 -3.5 -9.4
SHE SPDR SSGA Gender Diversity Index ETF 10.8 20 30 5.6 -0.3
DTD WisdomTree U.S.Total Dividend Fund 10.7 28 22 7.2 +1.3
DUHP Dimensional US High Profitability ETF 10.7 21 29 7.6 +1.7
XDNA Strategic CRISPR & Gene Editing Technology ETF 10.7 78 -28 -8.4 -14.2
DIVL Madison Dividend Value ETF 10.7 65 -15 5.9 +0.1
BBLU EA Bridgeway Blue Chip ETF 10.6 15 35 6.0 +0.1
FQAL Fidelity Quality Factor ETF 10.5 29 21 5.8 -0.1
PTH Invesco DWA Healthcare Momentum ETF 10.5 60 -10 -3.0 -8.9
NZUS SPDR MSCI USA Climate Paris Aligned ETF 10.5 10 40 5.0 -0.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 10.5 14 36 5.6 -0.3
FDMO Fidelity Momentum Factor ETF 10.4 29 21 4.1 -1.7
WOMN Impact Shares YWCA Women's Empowerment ETF 10.4 75 -25 5.2 -0.7
XLG Invesco S&P 500 Top 50 ETF 10.4 20 30 4.9 -1.0
PFM Invesco Dividend Achievers ETF 10.4 53 -3 5.9 +0.0
NULV Nuveen ESG Large-Cap Value ETF 10.4 26 24 7.4 +1.5
MDLV Morgan Dempsey Large Cap Value ETF 10.3 58 -8 9.1 +3.2
FBCV Fidelity Blue Chip Value ETF 10.3 59 -9 7.1 +1.2
ADME Aptus Drawdown Managed Equity ETF 10.2 79 -29 4.8 -1.1
QVML Invesco S&P 500 QVM Multi-factor ETF 10.2 11 39 5.6 -0.3
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 10.1 60 -10 5.9 +0.1
PWB Invesco Dynamic Large Cap Growth ETF 10.1 56 -6 3.3 -2.5
SPXE ProShares S&P 500 Ex-Energy ETF 10.1 9 41 5.5 -0.4
OEF iShares S&P 100 ETF 10.1 20 30 5.2 -0.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 10.0 20 30 5.4 -0.5
EDOW First Trust Dow 30 Equal Weight ETF 10.0 50 0 6.9 +1.1
SNPE Xtrackers S&P 500 ESG ETF 10.0 10 40 5.5 -0.3
DIA SPDR Dow Jones Industrial Average ETF Trust 9.9 16 34 6.0 +0.2
ACVF American Conservative Values ETF 9.9 75 -25 4.8 -1.1
ROUS Hartford Multifactor US Equity ETF 9.9 19 31 6.6 +0.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 9.9 20 30 5.3 -0.6
VSLU Applied Finance Valuation Large Cap ETF 9.8 49 1 6.4 +0.5
JQUA JPMorgan U.S. Quality Factor ETF 9.8 12 38 6.0 +0.1
JEPI JPMorgan Equity Premium Income ETF 9.7 35 15 5.6 -0.3
DIVZ TrueShares Low Volatility Equity Income ETF 9.7 65 -15 9.8 +3.9
NACP Impact Shares NAACP Minority Empowerment ETF 9.7 49 1 5.4 -0.5
IVV iShares Core S&P 500 ETF 9.7 3 47 5.6 -0.3
ESGU iShares MSCI USA ESG Optimized ETF 9.7 15 35 5.4 -0.5
SPY SPDR S&P 500 ETF Trust 9.7 9 41 5.5 -0.4
VOO VANGUARD S&P 500 ETF 9.7 3 47 5.6 -0.3
YLDE ClearBridge Dividend Strategy ESG ETF 9.7 60 -10 5.4 -0.5
MBOX Freedom Day Dividend ETF 9.7 39 11 8.5 +2.6
CGGR Capital Group Growth ETF 9.7 39 11 3.7 -2.2
SPLG SPDR Portfolio S&P 500 ETF 9.7 2 48 5.6 -0.3
XVV iShares ESG Screened S&P 500 ETF 9.6 8 42 5.4 -0.4
VV Vanguard Large-Cap Index Fund 9.6 4 46 5.5 -0.4
CLRG IQ Chaikin U.S. Large Cap ETF 9.6 25 25 6.5 +0.6
BIBL Inspire ETF 9.6 35 15 5.4 -0.5
EQWL Invesco Russell Top 200 Equal Weight ETF 9.6 25 25 6.8 +0.9
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 9.6 60 -10 4.7 -1.1
STRV Strive 500 ETF 9.5 5 45 5.5 -0.4
FDG American Century Focused Dynamic Growth ETF 9.5 45 5 3.2 -2.7
ESGV Vanguard ESG U.S. Stock ETF 9.4 9 41 5.3 -0.6
FDRR Fidelity Dividend ETF for Rising Rates 9.4 29 21 8.1 +2.3
PBUS Invesco PureBeta MSCI USA ETF 9.4 4 46 5.5 -0.4
KRMA Global X Conscious Companies ETF 9.3 43 7 5.8 -0.0
VOTE Engine No. 1 Transform 500 ETF 9.3 5 45 5.4 -0.4
ILCB iShares Morningstar U.S. Equity ETF 9.3 3 47 5.5 -0.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 9.3 2 48 5.5 -0.4
JMOM JPMorgan U.S. Momentum Factor ETF 9.2 12 38 5.4 -0.5
QDEF FlexShares Quality Dividend Defensive Index Fund 9.2 37 13 6.1 +0.3
SMRI Bushido Capital US Equity ETF 9.2 71 -21 9.0 +3.1
STXG Strive 1000 Growth ETF 9.2 18 32 4.4 -1.4
SCHX Schwab U.S. Large-Cap ETF 9.2 3 47 5.5 -0.3
JAVA JPMorgan Active Value ETF 9.2 44 6 6.7 +0.8
IWB iShares Russell 1000 ETF 9.1 15 35 5.4 -0.5
FLRG Fidelity U.S. Multifactor ETF 9.1 29 21 7.9 +2.0
VONE Vanguard Russell 1000 ETF 9.1 8 42 5.5 -0.4
ACWV iShares MSCI Global Min Vol Factor ETF 9.1 20 30 6.6 +0.7
VONV Vanguard Russell 1000 Value Index Fund 9.1 8 42 7.2 +1.3
IWD iShares Russell 1000 Value ETF 9.1 19 31 7.1 +1.2
WRND IQ Global Equity R&D Leaders ETF 9.0 18 32 7.2 +1.3
JHDV John Hancock U.S. High Dividend ETF 9.0 34 16 6.9 +1.0
SUSL iShares ESG MSCI USA Leaders ETF 9.0 10 40 5.4 -0.5
CGGO Capital Group Global Growth Equity ETF 9.0 47 3 4.0 -1.9
IWY iShares Russell Top 200 Growth ETF 9.0 20 30 5.1 -0.8
SPTM SPDR Portfolio Total Stock Market ETF 9.0 3 47 5.8 -0.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 9.0 7 43 5.5 -0.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 9.0 11 39 5.5 -0.4
SCHV Schwab U.S. Large-Cap Value ETF 9.0 4 46 7.1 +1.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 9.0 29 21 7.1 +1.2
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 9.0 50 0 3.2 -2.6
SCHK Schwab 1000 Index ETF 9.0 5 45 5.5 -0.3
IYY iShares Dow Jones U.S. ETF 8.9 20 30 5.3 -0.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 8.9 10 40 5.4 -0.4
DFUS Dimensional U.S. Equity ETF 8.9 9 41 5.5 -0.4
FMIL Fidelity New Millennium ETF 8.9 59 -9 4.4 -1.5
SCHG Schwab U.S. Large-Cap Growth ETF 8.9 4 46 4.5 -1.4
QWLD SPDR MSCI World StrategicFactors ETF 8.9 30 20 6.1 +0.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 8.9 9 41 6.3 +0.5
HDUS Hartford Disciplined US Equity ETF 8.8 19 31 6.5 +0.6
VUSE Vident Core US Equity Fund 8.8 50 0 5.9 -0.0
DJD Invesco Dow Jones Industrial Average Dividend ETF 8.8 7 43 10.6 +4.8
BBP BioShares Biotechnology Products Fund 8.8 79 -29 -5.6 -11.5
FLLV Franklin Liberty U.S. Low Volatility ETF 8.7 29 21 6.0 +0.1
FTGS First Trust Growth Strength ETF 8.7 60 -10 6.4 +0.5
RUNN Running Oak Efficient Growth ETF 8.7 58 -8 5.5 -0.3
RVRB Reverb ETF 8.7 30 20 5.3 -0.6
JGRO JPMorgan Active Growth ETF 8.7 44 6 3.7 -2.2
VTI Vanguard Total Stock Market Index Fund 8.7 3 47 5.3 -0.5
SCHD Schwab U.S. Dividend Equity ETF 8.7 6 44 8.9 +3.0
NVQ QRAFT AI-Enhanced US Next Value ETF 8.7 81 -31 9.9 +4.1
IWV iShares Russell 3000 ETF 8.7 20 30 5.3 -0.6
RESP WisdomTree US ESG Fund of Benef Interest 8.7 28 22 6.2 +0.3
IQSU IQ Candriam ESG US Equity ETF 8.7 9 41 5.0 -0.9
DURA VanEck Morningstar Durable Dividend ETF 8.7 29 21 7.7 +1.8
IWF iShares Russell 1000 Growth ETF 8.7 19 31 4.9 -1.0
VTHR Vanguard Russell 3000 Index Fund 8.7 10 40 5.4 -0.5
VONG Vanguard Russell 1000 Growth Index Fund 8.7 8 42 5.0 -0.9
APUE ActivePassive U.S. Equity ETF 8.6 33 17 5.4 -0.5
VYM Vanguard High Dividend Yield Index ETF 8.6 6 44 7.8 +1.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 8.6 3 47 5.4 -0.4
SCHB Schwab U.S. Broad Market ETF 8.6 3 47 5.5 -0.4
XBI SPDR S&P BIOTECH ETF 8.5 35 15 -3.7 -9.6
ABEQ Absolute Core Strategy ETF 8.5 85 -35 4.8 -1.1
IPDP Dividend Performers ETF 8.5 106 -56 5.1 -0.8
LRGF iShares Edge MSCI Multifactor USA ETF 8.5 8 42 6.1 +0.3
DFSU Dimensional US Sustainability Core 1 ETF 8.4 18 32 6.0 +0.1
IUS Invesco Strategic US ETF 8.4 19 31 7.7 +1.8
MOAT VanEck Morningstar Wide Moat ETF 8.3 46 4 6.1 +0.2
GVIP Goldman Sachs Hedge Industry VIP ETF 8.3 45 5 4.1 -1.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 8.3 75 -25 6.5 +0.6
STXV Strive 1000 Value ETF 8.3 18 32 8.5 +2.6
EPS WisdomTree U.S. Earnings 500 Fund 8.3 8 42 6.8 +0.9
SQEW LeaderShares Equity Skew ETF 8.3 75 -25 4.9 -1.0
SPLV Invesco S&P 500 Low Volatility ETF 8.2 25 25 6.0 +0.1
NUDV Nuveen ESG Dividend ETF 8.2 26 24 7.5 +1.6
ALTL Pacer Lunt Large Cap Alternator ETF 8.2 60 -10 6.1 +0.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 8.2 25 25 6.2 +0.3
VFMV Vanguard U.S. Minimum Volatility ETF 8.2 13 37 5.9 +0.0
JVAL JPMorgan U.S. Value Factor ETF 8.1 12 38 8.9 +3.1
KONG Formidable Fortress ETF 8.1 89 -39 6.7 +0.9
DFAU Dimensional US Core Equity Market ETF 8.0 12 38 5.7 -0.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 8.0 20 30 6.8 +0.9
CGUS Capital Group Core Equity ETF 8.0 33 17 5.2 -0.7
LCF Touchstone US Large Cap Focused ETF 8.0 69 -19 4.5 -1.3
RWL Invesco S&P 500 Revenue ETF 8.0 39 11 7.1 +1.2
JHML John Hancock Multifactor Large Cap ETF 8.0 29 21 6.0 +0.1
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 7.9 15 35 7.3 +1.5
DIVS SmartETFs Dividend Builder ETF 7.9 65 -15 5.1 -0.8
RNLC Large Cap US Equity Select ETF 7.8 60 -10 6.6 +0.7
RFFC RiverFront Dynamic US Flex-Cap ETF 7.8 48 2 5.1 -0.8
FBCG Fidelity Blue Chip Growth ETF 7.8 59 -9 2.4 -3.5
QLC FlexShares US Quality Large Cap Index Fund 7.7 25 25 5.8 -0.1
BUL Pacer US Cash Cows Growth ETF 7.7 60 -10 10.1 +4.3
MBCC Monarch Blue Chips Core ETF 7.7 125 -75 3.0 -2.8
SAMT Strategas Macro Thematic Opportunities ETF 7.6 65 -15 3.6 -2.2
DVND Touchstone Dividend Select ETF 7.5 67 -17 6.6 +0.7
SFY SoFi Select 500 ETF 7.5 0 50 5.4 -0.5
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 7.5 15 35 7.0 +1.1
CGDV Capital Group Dividend Value ETF 7.5 33 17 6.0 +0.1
CWS AdvisorShares Focused Equity ETF 7.4 84 -34 5.0 -0.9
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 7.4 50 0 8.8 +2.9
USXF iShares ESG Advanced MSCI USA ETF 7.4 10 40 5.4 -0.5
DIVD Altrius Global Dividend ETF 7.3 49 1 10.2 +4.3
ILCG iShares Morningstar Growth ETF 7.3 4 46 4.3 -1.5
FNDX Schwab Fundamental U.S. Large Co. Index ETF 7.3 25 25 7.2 +1.4
PRF Invesco FTSE RAFI US 1000 ETF 7.3 39 11 7.1 +1.2
ESGS Columbia Sustainable U.S. Equity Income ETF 7.2 35 15 6.7 +0.8
GSPY Gotham Enhanced 500 ETF 7.1 50 0 5.8 -0.1
TMFC Motley Fool 100 Index ETF 7.1 50 0 4.1 -1.7
SUSA iShares MSCI USA ESG Select ETF 7.1 25 25 5.5 -0.4
GERM ETFMG Treatments Testing and Advancements ETF 7.1 68 -18 -8.5 -14.3
QDF FlexShares Quality Dividend Index Fund 7.1 37 13 6.2 +0.4
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 7.1 35 15 5.6 -0.3
FVAL Fidelity Value Factor ETF 7.1 29 21 7.7 +1.9
KOKU Xtrackers MSCI Kokusai Equity ETF 7.0 9 41 5.7 -0.2
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 7.0 25 25 6.2 +0.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 7.0 12 38 5.4 -0.5
CATH Global X S&P 500 Catholic Values Custom ETF 6.9 29 21 5.4 -0.5
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 6.9 20 30 7.5 +1.6
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 6.9 58 -8 5.4 -0.5
FUNL CornerCap Fundametrics Large-Cap ETF 6.9 50 0 7.3 +1.4
VALQ American Century STOXX U.S. Quality Value ETF 6.9 29 21 8.1 +2.2
MGK Vanguard Mega Cap Growth ETF 6.8 7 43 4.5 -1.4
FNDB Schwab Fundamental U.S. Broad Market Index ETF 6.8 25 25 7.2 +1.3
NULC Nuveen ESG Large-Cap ETF 6.8 21 29 5.5 -0.4
DSI iShares MSCI KLD 400 Social ETF 6.8 25 25 5.5 -0.4
IQM Franklin Intelligent Machines ETF 6.8 50 0 3.3 -2.6
PZLD Puzzle Divdend Leaders 6.8 0 50 0.0 -5.9
MMTM SPDR S&P 1500 Momentum Tilt ETF 6.7 12 38 4.9 -1.0
IOO iShares Global 100 ETF 6.7 41 9 4.8 -1.1
DIVB iShares Core Dividend 6.7 5 45 8.4 +2.5
DFAC Dimensional U.S. Core Equity 2 ETF 6.7 17 33 6.0 +0.2
XHS SPDR S&P Health Care Services ETF 6.6 35 15 6.8 +0.9
GFGF Guru Favorite Stocks ETF 6.6 65 -15 4.4 -1.5
AFLG First Trust Active Factor Large Cap ETF 6.6 55 -5 6.5 +0.6
VUG Vanguard Growth Index Fund 6.6 4 46 4.5 -1.4
CFA VictoryShares US 500 Volatility Weighted Index ETF 6.6 35 15 6.3 +0.4
EQUL IQ Engender Equality ETF 6.5 45 5 6.6 +0.7
TOK iShares MSCI Kokusai ETF 6.5 25 25 5.4 -0.5
BTHM BlackRock Future U.S. Themes ETF 6.5 60 -10 5.0 -0.9
LVOL American Century Low Volatility ETF 6.5 29 21 5.3 -0.6
DHS WisdomTree U.S. High Dividend Fund 6.4 38 12 9.8 +3.9
QGRW WisdomTree U.S. Quality Growth Fund 6.4 28 22 5.4 -0.5
PRAY FIS Biblically Responsible Risk Managed ETF 6.4 69 -19 6.1 +0.2
VLU SPDR S&P 1500 Value Tilt ETF 6.3 12 38 7.7 +1.8
FSST Fidelity Sustainability U.S. Equity ETF 6.3 59 -9 5.5 -0.4
NOBL ProShares S&P 500 Dividend Aristocrats ETF 6.3 35 15 6.5 +0.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 6.2 25 25 6.2 +0.3
VNSE Natixis Vaughan Nelson Select ETF 6.2 80 -30 4.2 -1.7
MOTE VanEck Morningstar ESG Moat ETF 6.2 49 1 5.8 -0.1
URTH iShares MSCI World ETF 6.2 24 26 5.5 -0.4
SDY SPDR S&P Dividend ETF 6.0 35 15 6.9 +1.1
AVUS Avantis U.S. Equity ETF 6.0 15 35 6.4 +0.5
GCOW Pacer Global High Dividend ETF 6.0 60 -10 13.0 +7.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 6.0 9 41 6.6 +0.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 6.0 18 32 8.2 +2.4
WKLY SoFi Weekly Dividend ETF 6.0 49 1 7.7 +1.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 5.9 9 41 5.7 -0.2
RECS Columbia Research Enhanced Core ETF 5.9 15 35 6.2 +0.3
SDOG ALPS Sector Dividend Dogs ETF 5.9 36 14 10.1 +4.3
DFLV Dimensional US Large Cap Value ETF 5.9 22 28 8.6 +2.8
RSP Invesco S&P 500 Equal Weight ETF 5.9 20 30 6.6 +0.8
DGT SPDR Global Dow ETF 5.8 50 0 6.4 +0.5
LGLV SPDR Russell 1000 Low Volatility ETF 5.8 12 38 5.6 -0.3
SPGP Invesco S&P 500 GARP ETF 5.7 36 14 8.8 +2.9
NULG Nuveen ESG Large-Cap Growth ETF 5.7 26 24 4.4 -1.4
PAWZ ProShares Pet Care ETF 5.7 50 0 3.1 -2.8
CIRC JPMorgan Sustainable Consumption ETF 5.7 49 1 5.2 -0.7
GNOM Global X Genomics & Biotechnology ETF 5.7 50 0 -5.8 -11.7
DEW WisdomTree Global High Dividend Fund 5.7 58 -8 9.2 +3.3
TECB iShares US Tech Breakthrough Multisector ETF 5.7 40 10 4.5 -1.4
SIXL 6 Meridian Low Beta Equity Strategy ETF 5.6 80 -30 5.6 -0.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 5.6 15 35 5.9 +0.1
ROE Astoria US Quality Kings ETF 5.6 49 1 8.3 +2.5
AHOY Newday Ocean Health ETF 5.6 75 -25 5.6 -0.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 5.6 19 31 6.8 +1.0
VEGN US Vegan Climate ETF 5.5 60 -10 4.8 -1.0
EGUS iShares ESG Aware MSCI USA Growth ETF 5.5 15 35 4.7 -1.2
ACWI iShares MSCI ACWI ETF 5.5 32 18 5.6 -0.3
JOET Virtus Terranova US Quality Momentum ETF 5.4 29 21 6.1 +0.2
USMF WisdomTree U.S. Multifactor Fund 5.4 28 22 7.4 +1.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 5.4 20 30 5.8 -0.0
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 5.3 39 11 5.1 -0.8
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 5.3 15 35 7.1 +1.2
DFUV Dimensional US Marketwide Value ETF 5.3 22 28 8.2 +2.3
BOTZ Global X Robotics & Artificial Intelligence ETF 5.3 69 -19 2.1 -3.8
ESGG FlexShares STOXX Global ESG Impact Index Fund 5.3 42 8 5.4 -0.5
MOTG VanEck Morningstar Global Wide Moat ETF 5.2 52 -2 6.2 +0.3
IDNA iShares Genomics Immunology & Healthcare ETF 5.2 47 3 -8.5 -14.4
QDIV Global X S&P 500 Quality Dividend ETF 5.2 20 30 9.3 +3.4
SSPY Syntax Stratified LargeCap ETF 5.2 30 20 7.0 +1.1
RFDA RiverFront Dynamic US Dividend Advantage ETF 5.1 52 -2 8.3 +2.4
TMDV ProShares Russell US Dividend Growers ETF 5.1 35 15 6.7 +0.9
VFQY Vanguard U.S. Quality Factor ETF 5.1 13 37 7.4 +1.5
ARKG ARK Genomic Revolution ETF 5.1 75 -25 -12.5 -18.4
HAPY Harbor Corporate Culture Leaders ETF 5.0 50 0 3.8 -2.1
VOOV Vanguard S&P 500 Value ETF 5.0 10 40 6.1 +0.2
IVE iShares S&P 500 Value ETF 5.0 18 32 6.0 +0.1
SPYV SPDR Portfolio S&P 500 Value ETF 5.0 4 46 6.1 +0.3
EUSA iShares MSCI USA Equal Weighted ETF 4.9 9 41 6.5 +0.6
SNPV Xtrackers S&P ESG Value ETF 4.9 15 35 6.2 +0.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 4.9 38 12 7.8 +1.9
FDVV Fidelity Core Dividend ETF 4.9 29 21 9.1 +3.3
TOLL Tema Monopolies and Oligopolies ETF 4.8 75 -25 3.8 -2.1
IUSV iShares Core S&P U.S. Value ETF 4.8 4 46 6.3 +0.4
IBRN iShares Neuroscience and Healthcare ETF 4.8 47 3 -6.5 -12.4
VT Vanguard Total World Stock ETF 4.7 7 43 5.1 -0.7
QGRO American Century STOXX U.S. Quality Growth ETF 4.7 29 21 5.9 -0.0
FPX First Trust US IPO Index Fund 4.7 61 -11 -0.6 -6.5
FDWM Fidelity Women's Leadership ETF 4.7 59 -9 5.7 -0.2
VSDA VictoryShares Dividend Accelerator ETF 4.7 35 15 6.6 +0.7
IWP iShares Russell Mid-Cap Growth ETF 4.6 23 27 3.9 -2.0
ACSI American Customer Satisfaction Core Alpha ETF 4.6 65 -15 5.5 -0.4
FVD First Trust Value Line Dividend Index Fund 4.6 65 -15 6.2 +0.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 4.6 65 -15 4.4 -1.5
NTZG Nuveen Global Net Zero Transition ETF 4.6 55 -5 5.1 -0.7
FFND Future Fund Active ETF 4.6 100 -50 0.3 -5.6
KVLE KFA Value Liner Dynamic Core Equity Index ETF 4.6 56 -6 5.7 -0.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.6 70 -20 5.4 -0.4
SIZE iShares MSCI USA Size Factor ETF 4.5 15 35 6.4 +0.5
QQQ Invesco QQQ Trust 4.5 20 30 5.1 -0.8
QQQM Invesco NASDAQ 100 ETF 4.5 15 35 5.1 -0.8
GLOF iShares Global Equity Factor ETF 4.5 20 30 7.2 +1.3
DIVY Sound Equity Income ETF 4.4 45 5 11.0 +5.1
FDL First Trust Morningstar Dividend Leaders Index Fund 4.4 45 5 10.7 +4.8
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 4.4 30 20 10.5 +4.6
QQMG Invesco ESG NASDAQ 100 ETF 4.4 20 30 5.3 -0.6
ICAP InfraCap Equity Income Fund ETF 4.4 171 -121 7.0 +1.1
POWA Invesco Bloomberg Pricing Power ETF 4.4 55 -5 5.6 -0.3
BMVP Invesco Bloomberg MVP Multi-Factor ETF 4.3 60 -10 8.8 +2.9
DTEC ALPS Disruptive Technologies ETF 4.3 50 0 3.7 -2.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 4.2 49 1 5.2 -0.7
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 4.2 35 15 8.9 +3.1
VFMF Vanguard U.S. Multifactor ETF 4.2 18 32 9.1 +3.2
BFOR Barron's 400 ETF 4.2 65 -15 8.0 +2.1
REVS Columbia Research Enhanced Value ETF 4.2 19 31 8.1 +2.3
INNO Harbor Disruptive Innovation ETF 4.1 75 -25 -6.0 -11.9
SDG iShares Sustainable MSCI Global Impact ETF 4.0 49 1 6.6 +0.7
COWZ Pacer US Cash Cows 100 ETF 4.0 49 1 11.4 +5.5
BTEC Principal Healthcare Innovators Index ETF 4.0 42 8 -6.8 -12.7
FLOW Global X U.S. Cash Flow Kings 100 ETF 3.9 25 25 12.1 +6.2
FTC First Trust Large Cap Growth AlphaDEX Fund 3.9 59 -9 3.6 -2.3
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 3.9 75 -25 6.8 +0.9
XT iShares Exponential Technologies ETF 3.9 46 4 3.5 -2.4
TPLC Timothy Plan US Large Cap Core ETF 3.8 52 -2 6.1 +0.2
DUSA Davis Select U.S. Equity ETF 3.8 61 -11 8.3 +2.5
AVLV Avantis U.S. Large Cap Value ETF 3.8 15 35 8.2 +2.3
PKW Invesco Buyback Achievers ETF 3.8 64 -14 8.0 +2.1
KRUZ Unusual Whales Subversive Republican Trading ETF 3.7 75 -25 4.1 -1.8
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 3.6 15 35 11.0 +5.1
ETHO Etho Climate Leadership U.S. ETF 3.6 47 3 5.0 -0.9
ITAN Sparkline Intangible Value ETF 3.6 50 0 6.5 +0.6
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.6 15 35 5.7 -0.2
BOUT Innovator IBD Breakout Opportunities ETF 3.6 81 -31 5.3 -0.6
VOT Vanguard Mid-Cap Growth Index Fund 3.5 7 43 4.7 -1.2
SPYD SPDR S&P 500 High Dividend ETF 3.5 7 43 10.5 +4.6
NANC Unusual Whales Subversive Democratic Trading ETF 3.5 75 -25 4.3 -1.6
SRHQ SRH U.S. Quality ETF 3.5 35 15 8.4 +2.5
KOMP SPDR Kensho New Economies Composite ETF 3.3 20 30 -0.5 -6.4
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 3.3 17 33 7.5 +1.6
ENTR Entrepreneur 30 Fund 3.3 75 -25 2.5 -3.4
RYJ Invesco Raymond James SB-1 Equity ETF 3.3 81 -31 3.9 -2.0
QQQN VictoryShares Nasdaq Next 50 ETF 3.3 18 32 3.6 -2.3
AUSF Global X Adaptive U.S. Factor ETF 3.2 27 23 5.9 0.0
FEX First Trust Large Cap Core AlphaDEX Fund 3.2 59 -9 6.1 +0.3
PDP Invesco DWA Momentum ETF 3.2 62 -12 3.9 -2.0
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 3.1 21 29 4.0 -1.8
MRND IQ U.S. Mid Cap R&D Leaders ETF 3.1 16 34 4.1 -1.8
VFMO Vanguard U.S. Momentum Factor ETF 3.0 13 37 2.7 -3.2
WLDR Affinity World Leaders Equity ETF 3.0 67 -17 8.7 +2.9
IMCG iShares Morningstar Mid-Cap Growth ETF 2.9 6 44 4.5 -1.3
IGPT Invesco AI and Next Gen Software ETF 2.9 56 -6 4.7 -1.1
CNCR Loncar Cancer Immunotherapy ETF 2.8 79 -29 -23.5 -29.3
FDIV MarketDesk Focused U.S. Dividend ETF 2.8 35 15 9.8 +3.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.8 29 21 6.8 +1.0
LEAD Siren DIVCON Leaders Dividend ETF 2.8 43 7 5.9 +0.0
AADR AdvisorShares Dorsey Wright ADR ETF 2.7 110 -60 4.7 -1.2
VLUE iShares MSCI USA Value Factor ETF 2.7 15 35 11.4 +5.5
YPS Arrow Reverse Cap 500 ETF 2.7 29 21 7.2 +1.4
EQAL Invesco Russell 1000 Equal Weight ETF 2.7 20 30 6.9 +1.0
SPVU Invesco S&P 500 Enhanced Value ETF 2.6 13 37 10.8 +4.9
ONEO SPDR Russell 1000 Momentum Focus ETF 2.6 20 30 7.4 +1.6
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 2.6 45 5 4.3 -1.6
LVHD Legg Mason Low Volatility High Dividend ETF 2.5 27 23 9.4 +3.6
MAGA Point Bridge GOP Stock Tracker ETF 2.5 72 -22 6.5 +0.6
KLDW Gavekal Knowledge Leaders Developed World ETF 2.5 75 -25 5.0 -0.9
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.5 20 30 6.1 +0.3
GVLU Gotham 1000 Value ETF 2.5 50 0 9.1 +3.2
SPVM Invesco S&P 500 Value with Momentum ETF 2.5 39 11 8.9 +3.0
RDVY First Trust Rising Dividend Achievers ETF 2.5 50 0 9.6 +3.7
VFVA Vanguard U.S. Value Factor ETF 2.5 13 37 11.1 +5.3
IWR iShares Russell Midcap ETF 2.4 18 32 6.2 +0.3
VO Vanguard Mid-Cap Index Fund 2.4 4 46 6.4 +0.5
DFND Siren DIVCON Dividend Defender ETF 2.4 189 -139 4.9 -1.0
AIEQ AI Powered Equity ETF 2.4 75 -25 4.1 -1.8
PID Invesco International Dividend Achievers ETF 2.3 56 -6 7.5 +1.6
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 2.3 96 -46 4.5 -1.4
FTA First Trust Large Cap Value AlphaDEX Fund 2.3 59 -9 8.9 +3.0
EVX VanEck Environmental Services ETF 2.3 55 -5 3.5 -2.4
CVAR Cultivar ETF 2.3 87 -37 7.7 +1.9
LSAF LeaderShares AlphaFactor US Core Equity ETF 2.3 75 -25 7.5 +1.6
IMCB iShares Morningstar Mid-Cap ETF 2.2 4 46 6.3 +0.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.2 4 46 6.3 +0.5
WTV WisdomTree US Value Fund 2.2 12 38 9.2 +3.3
IQSM IQ Candriam ESG U.S. Mid Cap Equity ETF 2.2 15 35 6.8 +0.9
DIV Global X SuperDividend US ETF 2.2 45 5 8.9 +3.0
SPDV AAM S&P 500 High Dividend Value ETF 2.2 29 21 11.5 +5.6
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.2 39 11 5.5 -0.3
DVY iShares Select Dividend ETF 2.1 38 12 9.4 +3.5
SMOT VanEck Morningstar SMID Moat ETF 2.1 49 1 7.8 +1.9
BUZZ VanEck Social Sentiment ETF 2.1 75 -25 1.9 -4.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.1 63 -13 2.7 -3.2
TMFG Motley Fool Global Opportunities ETF 2.0 85 -35 3.4 -2.4
FLDZ RiverNorth Volition America Patriot ETF 2.0 75 -25 6.1 +0.2
GURU Global X Guru Index ETF 2.0 75 -25 4.3 -1.6
DWLD Davis Select Worldwide ETF 1.9 62 -12 6.9 +1.1
JSTC Adasina Social Justice All Cap Global ETF 1.9 89 -39 4.6 -1.2
ROBO Robo Global Robotics & Automation Index ETF 1.9 95 -45 3.2 -2.7
IBOT Vaneck Robotics ETF 1.9 47 3 3.4 -2.5
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.9 65 -15 2.4 -3.4
GDVD R3 Global Dividend Growth ETF 1.9 88 -38 6.0 +0.1
VBK Vanguard Small-Cap Growth Index Fund 1.9 7 43 1.3 -4.6
BLES Inspire Global Hope Large Cap ETF 1.8 61 -11 6.4 +0.5
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 1.8 30 20 8.4 +2.5
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 1.8 36 14 6.7 +0.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.8 24 26 8.7 +2.8
EDOC Global X Telemedicine & Digital Health ETF 1.7 68 -18 -6.4 -12.3
JHMM John Hancock Multifactor Mid Cap ETF 1.7 42 8 7.2 +1.3
MVPS Amplify Thematic All-Stars ETF 1.7 49 1 2.0 -3.9
DBLV AdvisorShares DoubleLine Value Equity ETF 1.7 90 -40 8.6 +2.7
FIW First Trust Water ETF 1.7 53 -3 4.8 -1.0
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.7 55 -5 4.7 -1.1
QVAL Alpha Architect U.S. Quantitative Value ETF 1.7 39 11 11.6 +5.7
OALC OneAscent Large Cap Core ETF 1.6 82 -32 6.6 +0.8
SNSR Global X Internet of Things Thematic ETF 1.6 68 -18 4.2 -1.7
BFIT Global X Health & Wellness ETF 1.6 50 0 5.6 -0.2
SFYX Sofi Next 500 ETF 1.4 0 50 6.1 +0.2
WCEO Hypatia Women CEO ETF 1.4 85 -35 6.3 +0.4
SCHM Schwab U.S. Mid-Cap ETF 1.4 4 46 6.8 +0.9
YALL God Bless America ETF 1.4 65 -15 3.5 -2.4
PEXL Pacer US Export Leaders ETF 1.4 60 -10 5.3 -0.6
FAB First Trust Multi Cap Value AlphaDEX Fund 1.3 67 -17 11.2 +5.3
ARKQ Ark Autonomous Tech. & Robotics ETF 1.3 75 -25 1.6 -4.3
NVIR Horizon Kinetics Energy and Remediation ETF 1.2 85 -35 0.4 -5.5
KOCG FIS Knights of Columbus Global Belief ETF 1.2 75 -25 5.2 -0.6
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 1.2 38 12 9.4 +3.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.2 58 -8 6.4 +0.5
ARKK ARK Innovation ETF 1.2 75 -25 -7.2 -13.0
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 1.1 25 25 9.3 +3.4
XDAT Franklin Exponential Data ETF 1.1 50 0 3.2 -2.7
TMFX Motley Fool Next Index ETF 1.1 50 0 3.3 -2.6
IWS iShares Russell Mid-Cap Value ETF 1.1 23 27 7.3 +1.4
APIE ActivePassive International Equity ETF 1.1 45 5 8.1 +2.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.1 15 35 8.3 +2.5
SYLD Cambria Shareholder Yield ETF 1.0 59 -9 11.8 +6.0
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.0 45 5 1.1 -4.8
VXF Vanguard Extended Market Index Fund 1.0 6 44 4.0 -1.9
VB Vanguard Small-Cap ETF 1.0 5 45 5.8 -0.0
PSC Principal U.S. Small Cap Index ETF 1.0 38 12 8.6 +2.7
SPHB Invesco S&P 500 High Beta ETF 1.0 25 25 5.9 +0.1
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.0 20 30 8.3 +2.5
SMDY Syntax Stratified MidCap ETF 1.0 35 15 7.5 +1.6
VOE Vanguard Mid-Cap Value Index Fund 1.0 7 43 8.1 +2.2
PYZ Invesco DWA Basic Materials Momentum ETF 1.0 60 -10 8.0 +2.2
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.9 35 15 7.9 +2.1
IMCV iShares Morningstar Mid-Cap Value ETF 0.9 6 44 8.3 +2.4
SMMD iShares Russell 2500 ETF 0.9 15 35 6.4 +0.5
QQQS Invesco NASDAQ Future Gen 200 ETF 0.9 20 30 -12.8 -18.6
PY Principal Shareholder Yield Index ETF 0.9 15 35 7.8 +2.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.8 7 43 6.1 +0.3
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 0.8 15 35 6.0 +0.1
BRNY Burney U.S. Factor Rotation ETF 0.8 79 -29 6.3 +0.4
EZM WisdomTree U.S. MidCap Earnings Fund 0.8 38 12 10.5 +4.7
AFSM First Trust Active Factor Small Cap ETF 0.8 77 -27 9.4 +3.6
SFYF SoFi 50 ETF 0.7 29 21 -0.7 -6.6
JHSC John Hancock Multifactor Small Cap ETF 0.7 42 8 6.4 +0.5
XJH iShares ESG Screened S&P Mid-Cap ETF 0.7 12 38 7.9 +2.0
FSMD Fidelity Small-Mid Factor ETF 0.7 29 21 7.9 +2.0
BKSE BNY Mellon US Small Cap Core Equity ETF 0.7 4 46 6.2 +0.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.7 39 11 4.3 -1.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.6 24 26 8.5 +2.7
MDY SPDR S&P Midcap 400 ETF Trust 0.6 23 27 7.6 +1.7
IVOO Vanguard S&P Mid-Cap 400 ETF 0.6 10 40 7.8 +1.9
VNMC Natixis Vaughan Nelson Mid Cap ETF 0.6 85 -35 5.4 -0.5
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 0.6 17 33 5.8 -0.1
IJH iShares Core S&P Mid-Cap ETF 0.6 5 45 7.8 +1.9
SPMD SPDR Portfolio Mid Cap ETF 0.6 3 47 7.8 +1.9
LCLG Logan Capital Broad Innovative Growth ETF 0.6 99 -49 5.5 -0.4
IWO iShares Russell 2000 Growth ETF 0.6 24 26 1.2 -4.7
VTWG Vanguard Russell 2000 Growth Index Fund 0.6 15 35 1.3 -4.6
DVLU First Trust Dorsey Wright Momentum & Value ETF 0.6 60 -10 11.7 +5.8
ISCG iShares Morningstar Small-Cap Growth ETF 0.6 6 44 2.0 -3.9
SCHA Schwab U.S. Small-Cap ETF 0.6 4 46 5.2 -0.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.6 15 35 8.7 +2.9
MDYV SPDR S&P 400 Mid Cap Value ETF 0.6 15 35 8.8 +2.9
IJJ iShares S&P Mid-Cap 400 Value ETF 0.6 18 32 8.8 +2.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.6 15 35 7.9 +2.1
ISCB iShares Morningstar Small-Cap ETF 0.5 4 46 5.3 -0.6
FNK First Trust Mid Cap Value AlphaDEX Fund 0.5 70 -20 12.0 +6.1
ISMD Inspire Small/Mid Cap Impact ETF 0.5 54 -4 6.3 +0.5
IWM iShares Russell 2000 ETF 0.5 19 31 3.9 -2.0
VTWO Vanguard Russell 2000 Index Fund 0.5 10 40 4.0 -1.9
AMID Argent Mid Cap ETF 0.5 52 -2 8.1 +2.2
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 0.5 47 3 -1.9 -7.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.5 30 20 9.5 +3.6
MGMT Ballast Small/Mid Cap ETF 0.5 110 -60 7.6 +1.7
NUMG Nuveen ESG Mid-Cap Growth ETF 0.5 31 19 3.7 -2.2
TMFM Motley Fool Mid-Cap Growth ETF 0.5 85 -35 3.2 -2.6
CSMD Congress SMid Growth ETF 0.5 69 -19 4.5 -1.3
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.5 60 -10 7.4 +1.5
GK AdvisorShares Gerber Kawasaki ETF 0.5 75 -25 3.1 -2.8
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.5 65 -15 8.4 +2.5
MOO VanEck Agribusiness ETF 0.5 53 -3 8.6 +2.8
AFMC First Trust Active Factor Mid Cap ETF 0.5 65 -15 9.1 +3.2
FNX First Trust Mid Cap Core AlphaDEX Fund 0.4 59 -9 8.0 +2.1
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.4 47 3 5.8 -0.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.4 15 35 6.9 +1.0
VIDI Vident International Equity Fund 0.4 61 -11 11.5 +5.6
IJK iShares S&P Mid-Cap 400 Growth ETF 0.4 17 33 6.9 +1.0
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.4 15 35 6.9 +1.0
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.4 95 -45 1.8 -4.1
DFAS Dimensional U.S. Small Cap ETF 0.4 26 24 6.4 +0.5
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.4 25 25 7.0 +1.2
SBIO ALPS Medical Breakthroughs ETF 0.4 50 0 -5.1 -11.0
RWK Invesco S&P MidCap 400 Revenue ETF 0.4 39 11 9.3 +3.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.4 9 41 4.1 -1.7
UMMA Wahed Dow Jones Islamic World ETF 0.4 65 -15 4.3 -1.6
DWAS Invesco DWA SmallCap Momentum ETF 0.4 60 -10 1.1 -4.8
NUSC Nuveen ESG Small-Cap ETF 0.4 31 19 5.7 -0.1
BBC Virtus LifeSci Biotech Clinical Trials ETF 0.4 79 -29 -6.3 -12.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.3 20 30 7.3 +1.4
VTWV Vanguard Russell 2000 Value Index Fund 0.3 15 35 6.4 +0.5
IWN iShares Russell 2000 Value ETF 0.3 24 26 6.2 +0.4
BLLD JPMorgan Sustainable Infrastructure ETF 0.3 49 1 6.4 +0.6
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 0.3 60 -10 4.7 -1.2
ISCV iShares Morningstar Small Cap Value ETF 0.3 6 44 8.5 +2.7
TXS Texas Capital Texas Equity Index ETF 0.3 49 1 5.6 -0.3
SKYY First Trust Cloud Computing ETF 0.3 60 -10 3.1 -2.7
XITK SPDR FactSet Innovative Technology ETF 0.3 45 5 0.1 -5.8
AOTG AOT Growth and Innovation ETF 0.3 75 -25 3.7 -2.2
WCLD WisdomTree Cloud Computing Fund 0.3 45 5 -0.4 -6.3
FDN First Trust Dow Jones Internet Index Fund 0.3 52 -2 2.0 -3.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.3 70 -20 2.4 -3.4
AVDE Avantis International Equity ETF 0.3 23 27 7.7 +1.8
IWC iShares Micro-Cap ETF 0.3 60 -10 -5.4 -11.3
AZTD Aztlan Global Stock Selection DM SMID ETF 0.3 75 -25 6.6 +0.7
USVT US Value ETF 0.3 49 1 12.1 +6.2
RFV Invesco S&P Midcap 400 Pure Value ETF 0.3 35 15 10.6 +4.8
XMVM Invesco S&P MidCap Value with Momentum ETF 0.3 39 11 10.2 +4.3
PHO Invesco Water Resources ETF 0.3 60 -10 4.8 -1.0
PIO Invesco Global Water ETF 0.3 75 -25 5.1 -0.7
VBR Vanguard Small Cap Value Index Fund 0.3 7 43 9.1 +3.2
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 0.3 20 30 5.5 -0.4
SAGP Strategas Global Policy Opportunities ETF 0.3 65 -15 4.6 -1.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.3 29 21 8.6 +2.7
DON WisdomTree U.S. MidCap Dividend Fund 0.3 38 12 9.1 +3.3
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 0.3 38 12 10.7 +4.8
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 0.2 75 -25 4.3 -1.6
IQSI IQ Candriam ESG International Equity ETF 0.2 15 35 6.4 +0.5
STXK Strive Small-Cap ETF 0.2 18 32 5.7 -0.2
NUMV Nuveen ESG Mid-Cap Value ETF 0.2 31 19 8.1 +2.2
AVSC Avantis U.S Small Cap Equity ETF 0.2 25 25 5.6 -0.3
IETC iShares Evolved U.S. Technology ETF 0.2 18 32 4.8 -1.1
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.2 12 38 8.2 +2.3
GSID Goldman Sachs MarketBeta International Equity ETF 0.2 20 30 6.4 +0.5
TINY ProShares Nanotechnology ETF 0.2 58 -8 2.4 -3.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.2 39 11 6.3 +0.5
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 11 7.2 +1.3
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.2 35 15 8.1 +2.2
TPSC Timothy Plan US Small Cap Core ETF 0.1 52 -2 8.4 +2.5
DES WisdomTree U.S. SmallCap Dividend Fund 0.1 38 12 10.0 +4.2
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 25 10.4 +4.5
TDVG T. Rowe Price Dividend Growth ETF 0.1 50 0 5.9 0.0
CCSO Carbon Collective Climate Solutions U.S. Equity ETF 0.1 35 15 2.4 -3.5
EES WisdomTree SmallCap Earnings Fund 0.1 38 12 11.4 +5.5
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 0.1 35 15 8.6 +2.8
ROSC Hartford Multifactor Small Cap ETF 0.1 34 16 10.7 +4.8
TEQI T. Rowe Price Equity Income ETF 0.1 54 -4 4.8 -1.0
ECML Euclidean Fundamental Value ETF 0.1 95 -45 15.0 +9.2
PEY Invesco High Yield Equity Dividend Achievers ETF 0.1 53 -3 8.9 +3.0
CSML IQ Chaikin U.S. Small Cap ETF 0.1 35 15 5.8 -0.1
TCHP T. Rowe Price Blue Chip Growth ETF 0.1 57 -7 5.1 -0.8
TGRW T. Rowe Price Growth Stock ETF 0.1 52 -2 5.2 -0.7
XMMO Invesco S&P MidCap Momentum ETF 0.1 33 17 6.8 +1.0
TMFS Motley Fool Small Cap Growth ETF 0.1 85 -35 2.7 -3.2
VERS ProShares Metaverse ETF 0.1 58 -8 -9.7 -15.6
CSD Invesco S&P Spin-Off ETF 0.0 65 -15 7.5 +1.6
DFAT Dimensional U.S. Targeted Value ETF 0.0 28 22 8.8 +3.0
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.0 42 8 8.5 +2.7
VAW Vanguard Materials Index Fund 0.0 10 40 6.6 +0.8
FMAT Fidelity MSCI Materials Index ETF 0.0 8 42 6.8 +0.9
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.0 70 -20 4.3 -1.6
DFSI Dimensional International Sustainability Core 1 ETF 0.0 24 26 6.1 +0.3
EXI iShares Global Industrials ETF 0.0 42 8 5.0 -0.8
IYJ iShares U.S. Industrials ETF 0.0 40 10 5.3 -0.6
FIDU Fidelity MSCI Industrials Index ETF 0.0 8 42 5.2 -0.7
XLI Industrial Select Sector SPDR Fund 0.0 10 40 5.2 -0.6
GSFP Goldman Sachs Future Planet Equity ETF 0.0 75 -25 4.7 -1.2
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.0 60 -10 7.2 +1.3
SPXV ProShares S&P 500 Ex-Health Care ETF 0.0 9 41 5.3 -0.6
VIS Vanguard Industrials Index Fund 0.0 10 40 4.9 -1.0
RSPN Invesco S&P 500 Equal Weight Industrials ETF 0.0 40 10 4.4 -1.5
DFAI Dimensional International Core Equity Market ETF 0.0 18 32 6.6 +0.7
SMLE Xtrackers S&P SmallCap 600 ESG ETF 0.0 15 35 7.8 +1.9
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.0 15 35 7.0 +1.1
IJS iShares S&P Small-cap 600 Value ETF 0.0 18 32 9.5 +3.7
SQLV Legg Mason Small-Cap Quality Value 0.0 60 -10 9.9 +4.0
VIOO Vanguard S&P Small-Cap 600 ETF 0.0 10 40 8.1 +2.2
IJT iShares S&P Small-Cap 600 Growth ETF 0.0 25 25 7.0 +1.1
SSLY Syntax Stratified SmallCap ETF 0.0 40 10 8.1 +2.3
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.0 15 35 9.3 +3.4
ESIX SPDR S&P SmallCap 600 ESG ETF 0.0 12 38 7.8 +1.9
CVY Invesco Zacks Multi-Asset Income ETF 0.0 100 -50 11.8 +5.9
SLYG SPDR S&P 600 Small Cap Growth ETF 0.0 15 35 7.1 +1.2
PSCH Invesco S&P SmallCap Health Care ETF 0.0 29 21 5.1 -0.8
SLYV SPDR S&P 600 Small Cap Value ETF 0.0 15 35 9.6 +3.7
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.0 39 11 10.9 +5.0
RNSC Small Cap US Equity Select ETF 0.0 60 -10 8.8 +2.9
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.0 3 47 8.4 +2.6
IJR iShares Core S&P Small Cap ETF 0.0 6 44 8.4 +2.5
DFIC Dimensional International Core Equity 2 ETF 0.0 23 27 7.1 +1.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 20 7.5 +1.7

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

  2018 2019 2020 2021 2022 2023E 2024E
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
  2022 2023E 2024E
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:

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 20.5 %
Divided by: Fwd. P/BV 3.2 x
Less: Expense ratio 50 bp
Equals: ALTAR Score 5.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.42 CATEGORY
AVERAGE		 1.49
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

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

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

 

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